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UL Solutions Inc. (ULS)

USD88.57 +1.01 (+1.15%)
US NYSE Industrials Specialty Business Services
Address 333 Pfingsten Road 60062-2096
Northbrook, IL, US
CEO Jennifer F. Scanlon
Website ul.com
IPO 2014-07-15
CIK 1901440 ISIN US9037311076

Explore sections of this company profile

Description

UL Solutions Inc. is a global leader in safety science services. The company's operations are organized into three primary business units: Industrial, Consumer, and Software and Advisory. The Industrial division provides comprehensive testing, inspection, and certification services. These offerings serve a wide range of markets, including energy, industrial automation, engineered materials, and the built environment, supporting various parties such as manufacturers, building owners, end-users, and regulatory authorities. Within the Consumer segment, UL Solutions delivers diverse services, including safety certification testing, ongoing compliance monitoring, and assistance with global market access. It also conducts evaluations for connectivity, performance, and quality, alongside offering critical systems advisory and training. Furthermore, this segment aids clients with product market acceptance and risk mitigation. Its customer base includes industries producing consumer electronics, medical devices, information technologies, appliances, HVAC systems, lighting, and retail goods, as well as those involved in emerging consumer applications like new mobility, smart products, and 5G technology. The Software and Advisory segment offers specialized software solutions and technical consulting. These services enable clients in heavily regulated industries, such as life sciences, to manage intricate regulatory obligations, improve transparency within their supply chains, and embed sustainability into their operations, particularly concerning new ESG (Environmental, Social, and Governance) and sustainability directives. A key offering is the ULTRUS software brand, designed to help customers achieve faster time-to-market, enhance sustainability, and strengthen safety protocols. Founded in 1894, the company was formerly known as UL Inc. before rebranding to UL Solutions Inc. in June 2022. Headquartered in Northbrook, Illinois, UL Solutions Inc. boasts a significant international presence with offices spanning North America, Asia Pacific, Africa, Europe, Latin America, and the Middle East. It operates as a subsidiary of ULSE Inc.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD88.57 +1.01 (+1.15%)
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Volume Profile
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Liquidity & share structure
Average Volume
853.7K
Beta
0.62
Float Shares
198.20M
Free Float %
98.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.70% -6.79% +15.90% +41.62% +12.94% +23.93% +38.92% +179.71% +179.71% +179.71% +179.71%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Buy
Price Targets & DCF
Current price
88.57
Low 87.00 -1.8%
Consensus 100.50 +13.5%
Median 98.00 +10.6%
High 115.00 +29.8%
DCF (Unlevered) 34.19 -61.4%
DCF (Levered) 36.91 -58.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 54% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 6 0
Hold 5 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
95.00
+7.3%
Last Quarter 4
92.00
+3.9%
Last Year 10
87.20
-1.5%
All Time 20
65.90
-25.6%
Quality scores
Altman Z-Score
9.19
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Business Services: +7.6%
    +6.4% Q1'26: +7.5% (vs Q1'25)
  • EPS growth Specialty Business Services: +24.4%
    -1.2% Q1'26: +36.4% (vs Q1'25)
  • FCF margin FCF growth · Specialty Business Services: +27.6%
    +12.2% Q1'26: +19.8% (vs Q1'25)
  • EBIT margin Specialty Business Services: +9.0%
    +16.5% Q1'26: +18.2% (vs Q1'25)
  • ROIC Specialty Business Services: +7.8%
    +20.5% Q1'26: +25.7% (vs Q1'25)
  • Share dilution Specialty Business Services: +0.4%
    +1.0% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×
    1.13× Q1'26: 0.73× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.59) × ERP
WACC = 96% × Ke + 4% × Kd (4.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 34.16 Current price: 88.57
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
9 Rev. Ana.
8 EPS Ana.
Dec 2027
9 Rev. Ana.
8 EPS Ana.
Dec 2028
5 Rev. Ana.
2 EPS Ana.
Revenue
2.68B
est: 2.72B (-1.5%)
2.87B
est: 2.86B (+0.4%)
3.05B
est: 3.05B (+0.2%)
3.22B
3.20B – 3.25B
+5.6% YoY
3.45B
3.35B – 3.68B
+7.1% YoY
3.65B
3.65B – 3.65B
+5.9% YoY
EBITDA
535.00M
est: 567.34M (-5.7%)
642.00M
est: 596.17M (+7.7%)
738.35M
est: 635.67M (+16.2%)
671.18M
667.00M – 677.46M
+5.6% YoY
718.84M
700.03M – 766.90M
+7.1% YoY
760.89M
760.87M – 760.91M
+5.9% YoY
EBIT
381.00M
est: 401.69M (-5.2%)
470.00M
est: 422.11M (+11.3%)
502.70M
est: 450.08M (+11.7%)
475.22M
472.26M – 479.66M
+5.6% YoY
508.96M
495.64M – 542.99M
+7.1% YoY
538.73M
538.72M – 538.75M
+5.9% YoY
Net Income
260.00M
est: 261.00M (-0.4%)
326.00M
est: 321.43M (+1.4%)
325.00M
est: 388.35M (-16.3%)
469.01M
452.03M – 485.99M
+20.8% YoY
521.61M
496.87M – 546.35M
+11.2% YoY
569.66M
566.93M – 572.39M
+9.2% YoY
SGA
860.00M
est: 886.60M (-3.0%)
918.00M
est: 931.65M (-1.5%)
975.47M
est: 993.38M (-1.8%)
1.05B
1.04B – 1.06B
+5.6% YoY
1.12B
1.09B – 1.20B
+7.1% YoY
1.19B
1.19B – 1.19B
+5.9% YoY
EPS
1.30
est: 1.31 (-0.4%)
1.63
est: 1.59 (+2.3%)
1.62
est: 1.90 (-14.7%)
2.30
2.23 – 2.39
+21.2% YoY
2.58
2.45 – 2.69
+12.2% YoY
2.81
2.79 – 2.82
+8.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-08 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-07 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-06 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-05 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-01 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-30 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-29 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-28 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-27 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-24 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-21 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-20 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-17 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-16 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
496.79M
OE per share TTM
2.44
Owner's Yield
2.36%
Maintenance CapEx ratio
61.59%
Maint CapEx / Avg PPE
23.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
69
Total invested
224.87M
Insider transactions (90d)
9
Beneficial owners (>5%)
4
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 ULSE Inc. 138.13M 69.06% 138.13M 138.13M CO Delaware 2024-11-08
2 Underwriters Laboratories Inc. 138.13M 69.06% 138.13M 138.13M CO Delaware 2024-11-08
3 Abigail P. Johnson 3.57M 5.76% 3.57M IN Delaware 2024-11-12
4 FMR LLC 3.57M 5.76% 3.56M 3.57M HC Delaware 2024-11-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
69
-299 vs prev Q
New positions
11
Closed positions
299
Increased
38
Reduced
21
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 90.5K +90.5K (+100.0%) 7.13B +7.1B (+100.0%) 0.05% +0.045 pp 0.01% +0.011 pp USD78.86 +0.0% 1 qtrs NEW
2 CAPITAL INTERNATIONAL INVESTORS 8.04M +495.4K (+6.6%) 634.62M +99.9M (+18.7%) 4.00% +0.247 pp 0.10% +0.013 pp USD51.27 +53.8% 7 qtrs
3 VANGUARD GROUP INC 6.74M +1.2M (+21.9%) 531.57M +139.9M (+35.7%) 3.35% +0.604 pp 0.01% +0.002 pp USD50.98 +54.7% 7 qtrs
4 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6.01M -498.9K (-7.7%) 473.82M +12.7M (+2.8%) 2.99% -0.248 pp 1.27% +0.148 pp USD70.32 +12.1% 6 qtrs
5 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 5.88M +545.5K (+10.2%) 463.62M +85.7M (+22.7%) 2.65% -0.004 pp 0.29% +0.062 pp USD57.19 +37.9% 7 qtrs
6 BLACKROCK, INC. 4.99M +3.2M (+186.2%) 393.80M +270.2M (+218.5%) 2.48% +1.616 pp 0.01% +0.005 pp USD68.87 +14.5% 6 qtrs
7 CAPITAL RESEARCH GLOBAL INVESTORS 3.83M -108.5K (-2.8%) 302.38M +23.0M (+8.2%) 1.91% -0.054 pp 0.06% +0.003 pp USD57.14 +38.0% 7 qtrs
8 JANUS HENDERSON GROUP PLC 3.02M +54.9K (+1.8%) 238.54M +28.1M (+13.3%) 1.50% +0.027 pp 0.11% +0.011 pp USD45.89 +71.8% 7 qtrs
9 DURABLE CAPITAL PARTNERS LP 2.56M +2.6M (+100.0%) 202.16M +202.2M (+100.0%) 1.28% +1.275 pp 1.91% +1.913 pp USD78.86 +0.0% 1 qtrs NEW
10 BESSEMER GROUP INC 2.22M +70.3K (+3.3%) 175.20M +22.8M (+14.9%) 1.11% +0.035 pp 0.27% +0.036 pp USD62.22 +26.7% 4 qtrs
11 FMR LLC 1.87M -142.4K (-7.1%) 147.78M +4.9M (+3.4%) 0.93% -0.071 pp 0.01% +0.000 pp USD46.06 +71.2% 7 qtrs
12 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 1.55M +167.6K (+12.1%) 125.48M +27.7M (+28.3%) 0.77% +0.083 pp 0.20% +0.046 pp USD71.72 +10.0% 2 qtrs
13 STATE STREET CORP 1.46M +1.1M (+272.1%) 115.19M +87.4M (+314.1%) 0.73% +0.531 pp 0.00% +0.003 pp USD71.46 +10.4% 7 qtrs
14 FIRST TRUST ADVISORS LP 1.41M +273.7K (+24.1%) 111.27M +30.7M (+38.1%) 0.70% +0.136 pp 0.08% +0.021 pp USD67.69 +16.5% 7 qtrs
15 GHISALLO CAPITAL MANAGEMENT LLC 1.40M +1.3M (+1,299.3%) 110.35M +103.3M (+1,457.2%) 0.70% +0.646 pp 4.93% +4.695 pp USD76.49 +3.1% 7 qtrs
16 GEODE CAPITAL MANAGEMENT, LLC 1.28M +230.7K (+21.9%) 101.17M +26.6M (+35.7%) 0.64% +0.115 pp 0.01% +0.002 pp USD59.80 +31.9% 7 qtrs
17 WELLS FARGO & COMPANY/MN 1.16M -47.2K (-3.9%) 91.19M +5.9M (+6.9%) 0.58% -0.024 pp 0.02% +0.000 pp USD65.71 +20.0% 7 qtrs
18 FEDERATED HERMES, INC. 1.06M +235.7K (+28.7%) 83.38M +25.2M (+43.2%) 0.53% +0.117 pp 0.14% +0.037 pp USD57.21 +37.8% 7 qtrs
19 CONESTOGA CAPITAL ADVISORS, LLC 1.05M -90.1K (-7.9%) 82.53M +2.0M (+2.5%) 0.52% -0.045 pp 1.39% +0.096 pp USD54.25 +45.4% 7 qtrs
20 PRICE T ROWE ASSOCIATES INC /MD/ 1.03M +150.7K (+17.2%) 81.02M +18.9M (+30.4%) 0.51% +0.075 pp 0.01% +0.002 pp USD71.74 +9.9% 6 qtrs
21 NORGES BANK 922.1K +922.1K (+100.0%) 72.72M +72.7M (+100.0%) 0.46% +0.459 pp 0.01% +0.008 pp USD78.86 +0.0% 1 qtrs NEW
22 MORGAN STANLEY 891.9K +264.4K (+42.1%) 70.34M +25.9M (+58.2%) 0.44% +0.132 pp 0.00% +0.002 pp USD65.97 +19.5% 7 qtrs
23 ALYESKA INVESTMENT GROUP, L.P. 875.0K +875.0K (+100.0%) 69.00M +69.0M (+100.0%) 0.44% +0.435 pp 0.19% +0.195 pp USD78.86 +0.0% 1 qtrs NEW
24 ELECTRON CAPITAL PARTNERS, LLC 855.4K +69.1K (+8.8%) 67.46M +11.7M (+21.1%) 0.43% +0.034 pp 3.13% +0.609 pp USD72.97 +8.1% 3 qtrs
25 BLAIR WILLIAM & CO/IL 841.6K -40.7K (-4.6%) 66.37M +3.8M (+6.2%) 0.42% -0.020 pp 0.18% +0.012 pp USD50.63 +55.8% 7 qtrs
26 ALTRAVUE CAPITAL, LLC 830.8K +— (+0.0%) 65.51M +6.6M (+11.3%) 0.41% +0.000 pp 5.40% +0.516 pp USD41.97 +87.9% 7 qtrs
27 DRIEHAUS CAPITAL MANAGEMENT LLC 817.6K +537.5K (+191.9%) 64.47M +44.6M (+224.9%) 0.41% +0.267 pp 0.44% +0.296 pp USD73.16 +7.8% 4 qtrs
28 RAYMOND JAMES FINANCIAL INC 727.2K -65.9K (-8.3%) 57.35M +1.1M (+2.0%) 0.36% -0.033 pp 0.02% 0.000 pp USD61.79 +27.6% 5 qtrs
29 BROWN BROTHERS HARRIMAN & CO 705.0K -8.9K (-1.2%) 55.60M +5.0M (+9.9%) 0.35% -0.004 pp 0.30% -0.005 pp USD57.47 +37.2% 4 qtrs
30 PORT CAPITAL LLC 581.6K -43.8K (-7.0%) 45.86M +1.6M (+3.5%) 0.29% -0.022 pp 1.98% +0.131 pp USD50.58 +55.9% 6 qtrs
31 SOROS FUND MANAGEMENT LLC 580.5K +100.7K (+21.0%) 45.78M +11.8M (+34.6%) 0.29% +0.050 pp 0.53% +0.046 pp USD51.76 +52.4% 7 qtrs
32 REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC 577.1K -1.2K (-0.2%) 45.51M +4.5M (+11.1%) 0.29% -0.001 pp 2.14% +0.215 pp USD48.67 +62.0% 7 qtrs
33 GOLDMAN SACHS GROUP INC 574.1K +402.7K (+234.9%) 45.27M +33.1M (+272.7%) 0.29% +0.200 pp 0.01% +0.004 pp USD71.12 +10.9% 6 qtrs
34 AMERICAN CENTURY COMPANIES INC 563.4K -57.5K (-9.3%) 44.43M +430.4K (+1.0%) 0.28% -0.029 pp 0.02% 0.000 pp USD49.67 +58.8% 7 qtrs
35 UBS GROUP AG 535.6K -18.9K (-3.4%) 42.23M +2.9M (+7.5%) 0.27% -0.009 pp 0.01% +0.001 pp USD62.46 +26.3% 7 qtrs
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 512.3K +87.2K (+20.5%) 40.40M +10.3M (+34.1%) 0.25% +0.043 pp 0.01% +0.002 pp USD53.40 +47.7% 7 qtrs
37 JPMORGAN CHASE & CO 502.0K -874.1K (-63.5%) 39.59M -57.9M (-59.4%) 0.25% -0.435 pp 0.00% -0.003 pp USD43.86 +79.8% 7 qtrs
38 SCOPUS ASSET MANAGEMENT, L.P. 499.1K -136.0K (-21.4%) 39.36M -5.6M (-12.5%) 0.25% -0.068 pp 0.64% +0.033 pp USD60.74 +29.8% 5 qtrs
39 NEUBERGER BERMAN GROUP LLC 453.8K +334.5K (+280.2%) 35.79M +27.3M (+323.1%) 0.23% +0.166 pp 0.03% +0.021 pp USD71.17 +10.8% 6 qtrs
40 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 445.2K +445.2K (+100.0%) 35.11M +35.1M (+100.0%) 0.22% +0.222 pp 0.06% +0.059 pp USD78.86 +0.0% 1 qtrs NEW
41 ZIMMER PARTNERS, LP 444.8K +444.8K (+100.0%) 35.08M +35.1M (+100.0%) 0.22% +0.221 pp 0.92% +0.924 pp USD78.86 +0.0% 1 qtrs NEW
42 TWO SIGMA INVESTMENTS, LP 434.5K +143.3K (+49.2%) 34.26M +13.6M (+66.1%) 0.22% +0.071 pp 0.05% +0.018 pp USD55.41 +42.3% 7 qtrs
43 BALYASNY ASSET MANAGEMENT L.P. 417.5K +363.3K (+670.9%) 32.92M +29.1M (+757.9%) 0.21% +0.181 pp 0.04% +0.037 pp USD77.82 +1.3% 2 qtrs
44 RANGER INVESTMENT MANAGEMENT, L.P. 411.8K -1.2K (-0.3%) 32.48M +3.2M (+11.0%) 0.20% -0.001 pp 2.23% +0.187 pp USD57.99 +36.0% 5 qtrs
45 NORTHERN TRUST CORP 406.7K +222.7K (+121.0%) 32.07M +19.0M (+146.0%) 0.20% +0.111 pp 0.00% +0.002 pp USD65.06 +21.2% 7 qtrs
46 SEVEN GRAND MANAGERS, LLC 400.0K +200.0K (+100.0%) 31.54M +17.4M (+122.6%) 0.20% +0.100 pp 2.40% +1.251 pp USD62.61 +26.0% 7 qtrs
47 ENVESTNET ASSET MANAGEMENT INC 398.0K -195.5K (-32.9%) 31.39M -10.7M (-25.4%) 0.20% -0.097 pp 0.01% -0.003 pp USD66.05 +19.4% 7 qtrs
48 ROYAL BANK OF CANADA 386.3K -86.6K (-18.3%) 30.46M -3.0M (-9.1%) 0.19% -0.043 pp 0.01% -0.001 pp USD64.74 +21.8% 7 qtrs
49 BANK OF NEW YORK MELLON CORP 380.9K +132.3K (+53.2%) 30.04M +12.4M (+70.5%) 0.19% +0.066 pp 0.01% +0.002 pp USD65.49 +20.4% 7 qtrs
50 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 376.0K -26.2K (-6.5%) 29.65M +1.2M (+4.0%) 0.19% -0.013 pp 0.08% +0.009 pp USD72.86 +8.2% 3 qtrs
51 DEKABANK DEUTSCHE GIROZENTRALE 756.5K +— (+0.0%) 28.95M -22.2M (-43.4%) 0.38% +0.000 pp 0.05% -0.036 pp USD72.86 +8.2% 7 qtrs
52 THRIVENT FINANCIAL FOR LUTHERANS 337.9K +334.2K (+9,024.5%) 26.65M +26.4M (+10,069.8%) 0.17% +0.166 pp 0.05% +0.047 pp USD78.54 +0.4% 5 qtrs
53 VOYA INVESTMENT MANAGEMENT LLC 329.8K -17.7K (-5.1%) 26.01M +1.4M (+5.6%) 0.16% -0.009 pp 0.03% +0.001 pp USD70.86 +11.3% 2 qtrs
54 DIMENSIONAL FUND ADVISORS LP 310.7K +88.1K (+39.6%) 24.50M +8.7M (+55.4%) 0.15% +0.044 pp 0.01% +0.002 pp USD72.22 +9.2% 6 qtrs
55 TD ASSET MANAGEMENT INC 309.4K +20.1K (+7.0%) 24.40M +3.9M (+19.0%) 0.15% +0.010 pp 0.02% +0.003 pp USD56.60 +39.3% 7 qtrs
56 HARVEY PARTNERS, LLC 307.8K -62.2K (-16.8%) 24.27M -1.9M (-7.4%) 0.15% -0.031 pp 2.15% -0.180 pp USD48.03 +64.2% 7 qtrs
57 BURKEHILL GLOBAL MANAGEMENT, LP 300.0K +— (+0.0%) 23.66M +2.4M (+11.3%) 0.15% +0.000 pp 1.56% +0.350 pp USD49.88 +58.1% 5 qtrs
58 SENATOR INVESTMENT GROUP LP 300.0K +25.0K (+9.1%) 23.66M +4.2M (+21.4%) 0.15% +0.012 pp 0.95% +0.229 pp USD71.53 +10.2% 2 qtrs
59 SCHRODER INVESTMENT MANAGEMENT GROUP 293.1K -60.9K (-17.2%) 23.53M -1.3M (-5.3%) 0.15% -0.030 pp 0.02% -0.001 pp USD49.75 +58.5% 6 qtrs
60 WELLINGTON MANAGEMENT GROUP LLP 287.2K -150.5K (-34.4%) 22.65M -8.4M (-27.0%) 0.14% -0.075 pp 0.00% -0.002 pp USD50.56 +56.0% 5 qtrs
61 CLEARBRIDGE INVESTMENTS, LLC 222.6K -20.7K (-8.5%) 17.55M +312.5K (+1.8%) 0.11% -0.010 pp 0.01% +0.001 pp USD72.18 +9.3% 3 qtrs
62 ROCKEFELLER CAPITAL MANAGEMENT L.P. 211.1K -76.2K (-26.5%) 16.65M -3.7M (-18.2%) 0.11% -0.038 pp 0.03% -0.010 pp USD70.86 +11.3% 2 qtrs
63 STIFEL FINANCIAL CORP 207.0K -15.2K (-6.8%) 16.32M +580.2K (+3.7%) 0.10% -0.008 pp 0.01% +0.000 pp USD66.97 +17.8% 7 qtrs
64 POINT72 ASSET MANAGEMENT, L.P. 204.2K +204.2K (+100.0%) 16.10M +16.1M (+100.0%) 0.10% +0.102 pp 0.02% +0.018 pp USD78.86 +0.0% 1 qtrs NEW
65 CAPITAL INTERNATIONAL SARL 193.3K +29.7K (+18.1%) 15.24M +3.6M (+31.5%) 0.10% +0.015 pp 0.24% +0.044 pp USD55.95 +40.9% 7 qtrs
66 JEFFERIES FINANCIAL GROUP INC. 192.9K +162.9K (+543.1%) 15.21M +13.1M (+615.6%) 0.10% +0.081 pp 0.08% +0.068 pp USD77.77 +1.4% 5 qtrs
67 QUBE RESEARCH & TECHNOLOGIES LTD 188.3K -438.5K (-70.0%) 14.85M -29.6M (-66.6%) 0.09% -0.218 pp 0.02% -0.031 pp USD56.52 +39.5% 6 qtrs
68 SEI INVESTMENTS CO 175.9K +9.7K (+5.9%) 13.87M +2.1M (+17.8%) 0.09% +0.005 pp 0.01% +0.001 pp USD65.97 +19.5% 7 qtrs
69 COVALIS CAPITAL LLP 169.6K +169.6K (+100.0%) 13.37M +13.4M (+100.0%) 0.08% +0.084 pp 0.94% +0.939 pp USD78.86 +0.0% 1 qtrs NEW
70 BAKER CHAD R 165.6K +85.0 (+0.1%) 13.30M +1.6M (+13.4%) 0.08% +0.000 pp 2.39% +0.367 pp USD51.79 +52.3% 6 qtrs
71 PRINCIPAL FINANCIAL GROUP INC 159.8K +159.8K (+100.0%) 12.60M +12.6M (+100.0%) 0.08% +0.080 pp 0.01% +0.006 pp USD78.86 +0.0% 1 qtrs NEW
72 AEGON ASSET MANAGEMENT UK PLC 154.3K -273.4K (-63.9%) 12.17M -18.1M (-59.8%) 0.08% -0.136 pp 0.14% -0.215 pp USD58.44 +34.9% 6 qtrs
73 YIHENG CAPITAL MANAGEMENT, L.P. 150.0K +150.0K (+100.0%) 11.83M +11.8M (+100.0%) 0.07% +0.075 pp 2.39% +2.393 pp USD78.86 +0.0% 3 qtrs
74 SWISS NATIONAL BANK 148.3K +27.4K (+22.7%) 11.69M +3.1M (+36.5%) 0.07% +0.014 pp 0.01% +0.002 pp USD55.14 +43.0% 6 qtrs
75 TOROSO INVESTMENTS, LLC 145.2K -68.2K (-32.0%) 11.45M -3.7M (-24.3%) 0.07% -0.034 pp 0.03% -0.003 pp USD70.95 +11.1% 3 qtrs
76 AMERIPRISE FINANCIAL INC 135.6K +52.2K (+62.6%) 10.69M +4.8M (+81.0%) 0.07% +0.026 pp 0.00% +0.001 pp USD63.07 +25.0% 7 qtrs
77 RETIREMENT SYSTEMS OF ALABAMA 134.8K +134.8K (+100.0%) 10.63M +10.6M (+100.0%) 0.07% +0.067 pp 0.03% +0.035 pp USD78.86 +0.0% 1 qtrs NEW
78 SUSQUEHANNA INTERNATIONAL GROUP, LLP 131.6K +72.0K (+120.8%) 10.38M +6.2M (+145.7%) 0.07% +0.036 pp 0.00% +0.001 pp USD74.48 +5.9% 6 qtrs
79 UBS ASSET MANAGEMENT AMERICAS INC 131.0K +24.0K (+22.5%) 10.33M +2.8M (+36.3%) 0.07% +0.012 pp 0.00% +0.001 pp USD61.86 +27.5% 6 qtrs
80 MONASHEE INVESTMENT MANAGEMENT LLC 130.0K +130.0K (+100.0%) 10.25M +10.3M (+100.0%) 0.06% +0.065 pp 5.78% +5.777 pp USD78.86 +0.0% 1 qtrs NEW
81 KINGDON CAPITAL MANAGEMENT, L.L.C. 125.0K +— (+0.0%) 9.86M +1.0M (+11.3%) 0.06% +0.000 pp 1.17% +0.073 pp USD72.70 +8.5% 3 qtrs
82 GABELLI FUNDS LLC 124.4K +600.0 (+0.5%) 9.81M +1.0M (+11.8%) 0.06% +0.000 pp 0.07% +0.007 pp USD45.66 +72.7% 7 qtrs
83 INVESCO LTD. 124.4K +99.5K (+399.2%) 9.81M +8.0M (+455.6%) 0.06% +0.050 pp 0.00% +0.001 pp USD75.90 +3.9% 4 qtrs
84 COMERICA BANK 124.2K +19.5K (+18.7%) 9.79M +2.4M (+32.1%) 0.06% +0.010 pp 0.04% +0.011 pp USD60.69 +29.9% 7 qtrs
85 RHUMBLINE ADVISERS 121.6K +119.2K (+4,922.2%) 9.59M +9.4M (+5,489.2%) 0.06% +0.059 pp 0.01% +0.008 pp USD78.62 +0.3% 4 qtrs
86 CAPITAL INTERNATIONAL LTD /CA/ 115.5K +14.0K (+13.8%) 9.11M +1.9M (+26.7%) 0.06% +0.007 pp 0.32% +0.061 pp USD53.49 +47.4% 7 qtrs
87 CAPITAL INTERNATIONAL, INC./CA/ 115.3K -4.6K (-3.8%) 9.09M +596.1K (+7.0%) 0.06% -0.002 pp 0.07% +0.004 pp USD51.90 +51.9% 7 qtrs
88 BAIRD FINANCIAL GROUP, INC. 113.0K +11.0K (+10.7%) 8.91M +1.7M (+23.2%) 0.06% +0.005 pp 0.01% +0.002 pp USD50.89 +55.0% 7 qtrs
89 D. E. SHAW & CO., INC. 110.2K +110.2K (+100.0%) 8.69M +8.7M (+100.0%) 0.05% +0.055 pp 0.00% +0.005 pp USD78.86 +0.0% 7 qtrs
90 UNITED CAPITAL FINANCIAL ADVISERS, LLC 106.8K -11.7K (-9.9%) 8.42M +23.3K (+0.3%) 0.05% -0.006 pp 0.05% -0.010 pp USD70.86 +11.3% 2 qtrs
91 LEGAL & GENERAL GROUP PLC 103.3K +45.5K (+78.6%) 8.15M +4.0M (+98.7%) 0.05% +0.023 pp 0.00% +0.001 pp USD63.63 +23.9% 7 qtrs
92 VICTORY CAPITAL MANAGEMENT INC 96.2K -17.1K (-15.1%) 7.59M -438.8K (-5.5%) 0.05% -0.009 pp 0.00% 0.000 pp USD59.02 +33.6% 7 qtrs
93 STATE OF WISCONSIN INVESTMENT BOARD 92.2K +1.3K (+1.4%) 7.27M +828.8K (+12.9%) 0.05% +0.001 pp 0.02% +0.002 pp USD49.61 +59.0% 7 qtrs
94 CBOE VEST FINANCIAL, LLC 87.6K +24.1K (+38.0%) 6.91M +2.4M (+53.6%) 0.04% +0.012 pp 0.09% +0.029 pp USD70.92 +11.2% 4 qtrs
95 JANNEY MONTGOMERY SCOTT LLC 79.3K -5.6K (-6.6%) 6.25M +239.0K (+4.0%) 0.04% -0.003 pp 0.01% +0.000 pp USD70.86 +11.3% 2 qtrs
96 VESTMARK ADVISORY SOLUTIONS, INC. 77.0K +14.2K (+22.6%) 6.07M +1.6M (+36.5%) 0.04% +0.007 pp 0.08% -0.003 pp USD72.34 +9.0% 2 qtrs
97 CANDRIAM S.C.A. 76.9K -31.2K (-28.9%) 6.06M -1.6M (-20.8%) 0.04% -0.016 pp 0.03% -0.010 pp USD63.61 +24.0% 4 qtrs
98 CITADEL ADVISORS LLC 76.7K -17.2K (-18.3%) 6.05M -605.2K (-9.1%) 0.04% -0.009 pp 0.00% 0.000 pp USD67.37 +17.1% 7 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 170 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Argent Mid Cap ETF AMID 2.22% 2.47M 0.52%
2 First Trust US Equity Opportunities ETF FPX 1.79% 28.34M 0.57%
3 Rockefeller U.S. Small-Mid Cap ETF RSMC 1.78% 12.83M 0.75%
4 First Trust US Equity Opportunities UCITS ETF FPX.L 1.51% 274.8K 0.65%
5 Invesco S&P MidCap 400 Pure Growth ETF RFG 1.08% 3.74M 0.35%
6 Invesco S&P MidCap Quality ETF XMHQ 0.86% 46.39M 0.31%
7 First Trust SMID Cap Rising Dividend Achievers ETF SDVY 0.64% 73.00M 0.58%
8 First Trust Industrials/Producer Durables AlphaDEX Fund FXR 0.57% 4.17M 0.60%
9 iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV 0.56% 1.62M 0.20%
10 ETC 6 Meridian Low Beta Equity ETF SIXL 0.44% 810.6K 0.47%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.04
Neutral
Ratio by volume
1.96
Bullish
Buys
29
Sells
28
Shares acquired
200.5K
Shares disposed
102.4K
Cash buys
Cash sales
4.00
Net activity
+98,083
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-01 Uggetti Alberto Officer M-Exempt A Class A Common Stock 1,132 0.00 16,675 D
2026-05-01 Schjotz Gitte Officer M-Exempt A Class A Common Stock 2,755 0.00 73,251 D
2026-05-01 Scanlon Jennifer F. Director / Officer S-Sale D Class A Common Stock 2,968 92.01 273.1K 188,274 D
2026-05-01 Robinson Ryan D Officer M-Exempt A Class A Common Stock 4,862 0.00 32,422 D
2026-05-01 PEPPING KAREN K Officer M-Exempt A Class A Common Stock 725 0.00 9,078 D
2026-05-01 Hancock Lynn H Officer F-InKind D Class A Common Stock 573 91.60 52.5K 21,331 D
2026-05-01 Genovesi John A Officer M-Exempt D Restricted Stock Units 1,943 0.00 1,950 D
2026-05-01 D'Angelo Scott Officer F-InKind D Class A Common Stock 842 91.60 77.1K 2,031 D
2026-05-01 Chapin Linda S Officer M-Exempt D Restricted Stock Units 1,456 0.00 1,464 D
2026-04-03 THAMAN MICHAEL H Director A-Award A Deferred Stock Units 358 0.00 358 D
2026-04-03 Kini Vikram Director A-Award A Deferred Stock Units 224 0.00 224 D
2026-04-01 Uggetti Alberto Officer A-Award A Class A Common Stock 2,608 83.80 218.6K 16,159 D
2026-04-01 Schjotz Gitte Officer A-Award A Class A Common Stock 9,045 84.57 764.9K 70,496 D
2026-04-01 Scanlon Jennifer F. Director / Officer F-InKind D Class A Common Stock 26,618 84.57 2.25M 213,274 D
2026-04-01 Robinson Ryan D Officer M-Exempt D Restricted Stock Units 3,092 0.00 6,191 D
2026-04-01 PEPPING KAREN K Officer M-Exempt D Restricted Stock Units 433 0.00 871 D
2026-04-01 Hancock Lynn H Officer M-Exempt A Class A Common Stock 773 0.00 18,059 D
2026-04-01 Genovesi John A Officer F-InKind D Class A Common Stock 2,797 84.57 236.5K 29,757 D
2026-04-01 Dadakis Alex Officer A-Award A Restricted Stock Units 5,912 0.00 5,912 D
2026-04-01 D'Angelo Scott Officer A-Award A Restricted Stock Units 2,857 0.00 2,857 D
2026-04-01 Chapin Linda S Officer M-Exempt D Restricted Stock Units 917 0.00 1,838 D
2026-03-12 WILLIAMS GEORGE A Director A-Award A Deferred Restricted Stock Units 8 0.00 4,962 D
2026-03-12 Uggetti Alberto Officer A-Award A Restricted Stock Units 4 0.00 2,834 D
2026-03-12 Torstad Elisabeth Director A-Award A Deferred Restricted Stock Units 8 0.00 4,962 D
2026-03-12 THAMAN MICHAEL H Director A-Award A Restricted Stock Units 4 0.00 2,805 D
2026-03-12 Shannon James M Director A-Award A Deferred Restricted Stock Units 8 0.00 4,962 D
2026-03-12 Schjotz Gitte Officer A-Award A Restricted Stock Units 9 0.00 5,517 D
2026-03-12 Scanlon Jennifer F. Director / Officer A-Award A Restricted Stock Units 74 0.00 42,835 D
2026-03-12 SUSMAN SALLY Director A-Award A Deferred Restricted Stock Units 8 0.00 4,962 D
2026-03-12 Robinson Ryan D Officer A-Award A Restricted Stock Units 16 0.00 9,283 D
2026-03-12 PEPPING KAREN K Officer A-Award A Restricted Stock Units 2 0.00 1,304 D
2026-03-12 Kini Vikram Director A-Award A Restricted Stock Units 4 0.00 2,805 D
2026-03-12 KENNEDY KEVIN Director A-Award A Deferred Restricted Stock Units 4 0.00 2,805 D
2026-03-12 Hooper Charles W Director A-Award A Deferred Restricted Stock Units 4 0.00 2,805 D
2026-03-12 Hecker Friedrich Director A-Award A Restricted Stock Units 4 0.00 2,805 D
2026-03-12 Hancock Lynn H Officer A-Award A Restricted Stock Units 4 0.00 2,597 D
2026-03-12 Genovesi John A Officer A-Award A Restricted Stock Units 7 0.00 4,061 D
2026-03-12 GOTTSCHALK MARLA C Director A-Award A Deferred Restricted Stock Units 8 0.00 4,962 D
2026-03-12 Dadakis Alex Officer M-Exempt D Restricted Stock Units 8 0.00 10,691 D
2026-03-12 DOLLIVE JAMES P Director A-Award A Restricted Stock Units 4 0.00 2,805 D
2026-03-12 D'Angelo Scott Officer A-Award A Restricted Stock Units 14 0.00 8,623 D
2026-03-12 Chapin Linda S Officer A-Award A Restricted Stock Units 5 0.00 2,920 D
2026-03-03 Dadakis Alex Officer F-InKind D Class A Common Stock 1,621 82.28 133.4K 4,062 D
2026-03-01 Uggetti Alberto Officer M-Exempt D Stock Appreciation Right 4,374 13.15 57.5K 0 D
2026-03-01 Scanlon Jennifer F. Director / Officer M-Exempt D Stock Appreciation Right 145,130 13.15 1.91M 0 D
2026-03-01 Robinson Ryan D Officer F-InKind D Class A Common Stock 15,682 83.97 1.32M 17,922 D
2026-03-01 Hancock Lynn H Officer M-Exempt A Class A Common Stock 7,940 13.15 104.4K 21,060 D
2026-03-01 Chapin Linda S Officer F-InKind D Class A Common Stock 7,984 83.97 670.4K 18,303 D
2026-01-05 Shannon James M Director A-Award A Deferred Stock Units 176 0.00 1,619 D
2026-01-05 Robinson Ryan D Officer G-Gift A Class A Common Stock 135,956 0.00 135,956 I
2026-01-02 Uggetti Alberto Officer F-InKind D Class A Common Stock 247 79.26 19.6K 10,045 D
2026-01-02 Hancock Lynn H Officer F-InKind D Class A Common Stock 349 78.86 27.5K 13,120 D
2026-01-01 Uggetti Alberto Officer M-Exempt D Restricted Stock Units 1,007 0.00 2,023 D
2026-01-01 Schjotz Gitte Officer M-Exempt A Class A Common Stock 1,680 0.00 59,808 D
2026-01-01 Hancock Lynn H Officer M-Exempt D Restricted Stock Units 1,007 0.00 2,023 D
2025-12-19 ULSE Inc. 10% Owner C-Conversion D Class B Common Stock 1,875,000 0.00 123,755,000 D
2025-12-08 WILLIAMS GEORGE A Director A-Award A Deferred Restricted Stock Units 8 0.00 4,954 D
2025-12-08 Uggetti Alberto Officer A-Award A Restricted Stock Units 5 0.00 3,030 D
2025-12-08 Torstad Elisabeth Director A-Award A Deferred Restricted Stock Units 8 0.00 4,954 D
2025-12-08 THAMAN MICHAEL H Director A-Award A Restricted Stock Units 4 0.00 2,801 D
2025-12-08 Shannon James M Director A-Award A Deferred Restricted Stock Units 4 0.00 2,801 D
2025-12-08 Schjotz Gitte Officer A-Award A Restricted Stock Units 9 0.00 5,508 D
2025-12-08 Scanlon Jennifer F. Director / Officer A-Award A Restricted Stock Units 71 0.00 42,761 D
2025-12-08 SUSMAN SALLY Director A-Award A Deferred Restricted Stock Units 8 0.00 4,954 D
2025-12-08 Robinson Ryan D Officer A-Award A Restricted Stock Units 16 0.00 9,718 D
2025-12-08 PEPPING KAREN K Officer A-Award A Restricted Stock Units 2 0.00 1,458 D
2025-12-08 Kini Vikram Director A-Award A Restricted Stock Units 4 0.00 2,801 D
2025-12-08 KENNEDY KEVIN Director A-Award A Deferred Restricted Stock Units 8 0.00 4,954 D
2025-12-08 Hooper Charles W Director A-Award A Deferred Restricted Stock Units 8 0.00 4,954 D
2025-12-08 Hecker Friedrich Director A-Award A Restricted Stock Units 4 0.00 2,801 D
2025-12-08 Hancock Lynn H Officer A-Award A Restricted Stock Units 5 0.00 3,030 D
2025-12-08 Genovesi John A Officer A-Award A Restricted Stock Units 6 0.00 3,887 D
2025-12-08 GOTTSCHALK MARLA C Director A-Award A Deferred Restricted Stock Units 8 0.00 4,954 D
2025-12-08 Dadakis Alex Officer A-Award A Restricted Stock Units 26 0.00 16,004 D
2025-12-08 DOLLIVE JAMES P Director A-Award A Restricted Stock Units 4 0.00 2,801 D
2025-12-08 D'Angelo Scott Officer A-Award A Restricted Stock Units 14 0.00 8,609 D
2025-12-08 Chapin Linda S Officer A-Award A Restricted Stock Units 4 0.00 2,915 D
2025-12-05 ULSE Inc. 10% Owner C-Conversion A Class A Common Stock 12,500,000 0.00 12,500,000 D
2025-10-03 Shannon James M Director A-Award A Deferred Stock Units 203 0.00 1,443 D
2025-09-08 WILLIAMS GEORGE A Director A-Award A Deferred Restricted Stock Unit 10 0.00 4,946 D
2025-09-08 Uggetti Alberto Officer A-Award A Restricted Stock Units 6 0.00 3,025 D
2025-09-08 Torstad Elisabeth Director A-Award A Deferred Restricted Stock Unit 5 0.00 2,797 D
2025-09-08 THAMAN MICHAEL H Director A-Award A Restricted Stock Unit 5 0.00 2,797 D
2025-09-08 Shannon James M Director A-Award A Deferred Restricted Stock Unit 10 0.00 4,946 D
2025-09-08 Schjotz Gitte Officer A-Award A Restricted Stock Units 9 0.00 4,915 D
2025-09-08 Scanlon Jennifer F. Director / Officer A-Award A Restricted Stock Units 86 0.00 42,690 D
2025-09-08 SUSMAN SALLY Director A-Award A Deferred Restricted Stock Unit 10 0.00 4,946 D
2025-09-08 Robinson Ryan D Officer A-Award A Restricted Stock Units 18 0.00 9,252 D
2025-09-08 PEPPING KAREN K Officer A-Award A Restricted Stock Units 2 0.00 1,456 D
2025-09-08 Kini Vikram Director A-Award A Restricted Stock Unit 5 0.00 2,797 D
2025-09-08 KENNEDY KEVIN Director A-Award A Deferred Restricted Stock Unit 10 0.00 4,946 D
2025-09-08 Hooper Charles W Director A-Award A Deferred Restricted Stock Unit 5 0.00 2,797 D
2025-09-08 Hecker Friedrich Director A-Award A Restricted Stock Unit 5 0.00 2,797 D
2025-09-08 Hancock Lynn H Officer A-Award A Restricted Stock Units 6 0.00 3,025 D
2025-09-08 Genovesi John A Officer A-Award A Restricted Stock Units 8 0.00 4,048 D
2025-09-08 GOTTSCHALK MARLA C Director A-Award A Deferred Restricted Stock Unit 10 0.00 4,946 D
2025-09-08 Dadakis Alex Officer A-Award A Restricted Stock Units 32 0.00 15,978 D
2025-09-08 DOLLIVE JAMES P Director A-Award A Restricted Stock Unit 5 0.00 2,797 D
2025-09-08 D'Angelo Scott Officer A-Award A Restricted Stock Units 17 0.00 8,595 D
2025-09-08 Chapin Linda S Officer A-Award A Restricted Stock Units 5 0.00 2,911 D
2025-07-02 Shannon James M Director A-Award A Deferred Stock Units 189 0.00 1,240 D
2025-06-09 Zhou Weifang Officer A-Award A Restricted Stock Units 17 0.00 9,362 D
2025-06-09 WILLIAMS GEORGE A Director A-Award A Deferred Restricted Stock Unit 9 0.00 4,936 D
2025-06-09 Uggetti Alberto Officer A-Award A Restricted Stock Units 4 0.00 2,261 D
2025-06-09 Torstad Elisabeth Director A-Award A Deferred Restricted Stock Unit 9 0.00 4,936 D
2025-06-09 THAMAN MICHAEL H Director A-Award A Restricted Stock Unit 5 0.00 2,792 D
2025-06-09 Shannon James M Director A-Award A Deferred Restricted Stock Unit 9 0.00 4,936 D
2025-06-09 Schjotz Gitte Officer A-Award A Restricted Stock Units 9 0.00 4,906 D
2025-06-09 Scanlon Jennifer F. Director / Officer A-Award A Restricted Stock Units 78 0.00 42,569 D
2025-06-09 SUSMAN SALLY Director A-Award A Deferred Restricted Stock Unit 5 0.00 2,792 D
2025-06-09 Robinson Ryan D Officer A-Award A Restricted Stock Units 17 0.00 9,683 D
2025-06-09 PEPPING KAREN K Officer A-Award A Restricted Stock Units 2 0.00 1,454 D
2025-06-09 Kini Vikram Director A-Award A Restricted Stock Unit 5 0.00 2,792 D
2025-06-09 KENNEDY KEVIN Director A-Award A Deferred Restricted Stock Unit 9 0.00 4,936 D
2025-06-09 Hooper Charles W Director A-Award A Deferred Restricted Stock Unit 5 0.00 2,792 D
2025-06-09 Hecker Friedrich Director A-Award A Restricted Stock Unit 5 0.00 2,792 D
2025-06-09 Hancock Lynn H Officer A-Award A Restricted Stock Units 4 0.00 2,308 D
2025-06-09 Genovesi John A Officer A-Award A Restricted Stock Units 7 0.00 3,874 D
2025-06-09 GOTTSCHALK MARLA C Director A-Award A Deferred Restricted Stock Unit 5 0.00 2,792 D
2025-06-09 Dadakis Alex Officer A-Award A Restricted Stock Units 9 0.00 5,194 D
2025-06-09 DOLLIVE JAMES P Director A-Award A Restricted Stock Unit 5 0.00 2,792 D
2025-06-09 D'Angelo Scott Officer A-Award A Restricted Stock Units 6 0.00 3,574 D
2025-06-09 Chapin Linda S Officer A-Award A Restricted Stock Units 5 0.00 2,906 D
2025-05-20 WILLIAMS GEORGE A Director A-Award A Deferred Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 Torstad Elisabeth Director A-Award A Deferred Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 THAMAN MICHAEL H Director A-Award A Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 Shannon James M Director A-Award A Deferred Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 SUSMAN SALLY Director A-Award A Deferred Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 Kini Vikram 0 0.00 0
2025-05-20 KENNEDY KEVIN Director A-Award A Deferred Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 Hooper Charles W Director A-Award A Deferred Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 Hecker Friedrich Director A-Award A Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 GOTTSCHALK MARLA C Director A-Award A Deferred Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-20 DOLLIVE JAMES P Director A-Award A Restricted Stock Unit 2,787 0.00 2,787 D
2025-05-09 Schjotz Gitte Officer M-Exempt D Stock Appreciation Right 19,664 30.06 591.1K 0 D
2025-05-08 Uggetti Alberto Officer S-Sale D Class A Common Stock 1,961 70.00 137.3K 9,285 D
2025-05-07 Schjotz Gitte Officer S-Sale D Class A Common Stock 7,000 67.44 472.1K 46,889 D
2025-05-01 Zhou Weifang Officer F-InKind D Class A Common Stock 1,958 58.39 114.3K 46,361 D
2025-05-01 Uggetti Alberto Officer M-Exempt A Class A Common Stock 1,115 0.00 11,513 D
2025-05-01 THAMAN MICHAEL H Director M-Exempt A Class A Common Stock 4,878 0.00 13,806 D
2025-05-01 Schjotz Gitte Officer M-Exempt D Dividend Equivalent Rights 25 0.00 70 D
2025-05-01 Scanlon Jennifer F. Director / Officer F-InKind D Class A Common Stock 9,418 58.39 549.9K 101,732 D
2025-05-01 Robinson Ryan D Officer M-Exempt D Dividend Equivalent Rights 47 0.00 102 D
2025-05-01 PEPPING KAREN K Officer M-Exempt A Class A Common Stock 4 0.00 5,713 D
2025-05-01 Lambert Lisa Marie Director M-Exempt D Dividend Equivalent Rights 49 0.00 0 D
2025-05-01 Hecker Friedrich Director M-Exempt A Class A Common Stock 49 0.00 15,641 D
2025-05-01 Hancock Lynn H Officer M-Exempt A Class A Common Stock 1,275 0.00 12,830 D
2025-05-01 Genovesi John A Officer M-Exempt A Class A Common Stock 17 0.00 24,112 D
2025-05-01 DOLLIVE JAMES P Director M-Exempt D Dividend Equivalent Rights 49 0.00 0 D
2025-05-01 D'Angelo Scott Officer A-Award A Restricted Stock Unit 3,568 0.00 3,568 D
2025-05-01 Coyne Frank J Director M-Exempt D Dividend Equivalent Rights 49 0.00 0 D
2025-05-01 Chapin Linda S Officer M-Exempt D Dividend Equivalent Rights 13 0.00 31 D
2025-04-21 D'Angelo Scott 0 0.00 0
2025-04-04 Shannon James M Director A-Award A Deferred Stock Units 235 0.00 1,051 D
2025-04-01 Zhou Weifang Officer F-InKind D Class A Common Stock 3,221 57.85 186.3K 44,240 D
2025-04-01 Uggetti Alberto Officer F-InKind D Class A Common Stock 361 53.26 19.2K 10,398 D
2025-04-01 Schjotz Gitte Officer A-Award A Class A Common Stock 5,882 57.85 340.3K 51,155 D
2025-04-01 Scanlon Jennifer F. Director / Officer F-InKind D Class A Common Stock 74,741 57.85 4.32M 67,713 D
2025-04-01 Robinson Ryan D Officer A-Award A Class A Common Stock 8,371 57.85 484.3K 136,976 D
2025-04-01 PEPPING KAREN K Officer A-Award A Restricted Stock Units 1,296 0.00 1,296 D
2025-04-01 Hancock Lynn H Officer A-Award A Class A Common Stock 3,167 57.85 183.2K 12,483 D
2025-04-01 Genovesi John A Officer A-Award A Class A Common Stock 5,530 57.85 319.9K 23,530 D
2025-04-01 Dadakis Alex Officer A-Award A Restricted Stock Units 5,185 0.00 5,185 D
2025-04-01 Chapin Linda S Officer M-Exempt A Class A Common Stock 14,910 13.15 196.1K 16,695 D
2025-03-10 Zhou Weifang Officer A-Award A Dividend Equivalent Rights 35 0.00 144 D
2025-03-10 WILLIAMS GEORGE A Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Uggetti Alberto Officer A-Award A Dividend Equivalent Rights 15 0.00 41 D
2025-03-10 Torstad Elisabeth Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 THAMAN MICHAEL H Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Shannon James M Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Schjotz Gitte Officer A-Award A Dividend Equivalent Rights 32 0.00 95 D
2025-03-10 Scanlon Jennifer F. Director / Officer A-Award A Dividend Equivalent Rights 161 0.00 664 D
2025-03-10 SUSMAN SALLY Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Robinson Ryan D Officer A-Award A Dividend Equivalent Rights 36 0.00 149 D
2025-03-10 PEPPING KAREN K Officer A-Award A Dividend Equivalent Rights 5 0.00 21 D
2025-03-10 Lambert Lisa Marie Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 KENNEDY KEVIN Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Hooper Charles W Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Hecker Friedrich Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Hancock Lynn H Officer A-Award A Dividend Equivalent Rights 16 0.00 45 D
2025-03-10 Genovesi John A Officer A-Award A Dividend Equivalent Rights 14 0.00 58 D
2025-03-10 GOTTSCHALK MARLA C Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 DOLLIVE JAMES P Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Coyne Frank J Director A-Award A Dividend Equivalent Rights 12 0.00 49 D
2025-03-10 Chapin Linda S Officer A-Award A Dividend Equivalent Rights 10 0.00 44 D
2025-03-07 Uggetti Alberto Officer S-Sale D Class A Common Stock 1,938 53.00 102.7K 9,285 D
2025-03-03 Dadakis Alex Officer A-Award A Restricted Stock Unit 15,917 0.00 15,917 D
2025-01-27 Dadakis Alex 0 0.00 0
2025-01-06 Shannon James M Director A-Award A Deferred Stock Units 261 0.00 816 D
2025-01-01 Uggetti Alberto Officer A-Award A Restricted Stock Unit 3,007 0.00 3,007 D
2025-01-01 Schjotz Gitte Officer A-Award A Restricted Stock Unit 5,012 0.00 5,012 D
2025-01-01 Hancock Lynn H Officer A-Award A Restricted Stock Unit 3,007 0.00 3,007 D
2024-12-12 Schjotz Gitte Officer S-Sale D Class A Common Stock 21,000 51.14 1.07M 45,273 D
2024-12-11 Schjotz Gitte Officer S-Sale D Class A Common Stock 192 52.63 10.1K 66,273 D
2024-12-10 Schjotz Gitte Officer S-Sale D Class A Common Stock 2,726 52.58 143.3K 66,465 D
2024-12-09 Zhou Weifang Officer A-Award A Dividend Equivalent Rights 33 0.00 109 D
2024-12-09 WILLIAMS GEORGE A Director A-Award A Dividend Equivalent Rights 11 0.00 37 D
2024-12-09 Uggetti Alberto Officer A-Award A Dividend Equivalent Rights 8 0.00 26 D
2024-12-09 Torstad Elisabeth Director A-Award A Dividend Equivalent Rights 11 0.00 37 D
2024-12-09 THAMAN MICHAEL H Director A-Award A Dividend Equivalent Rights 11 0.00 37 D

Executive team

Top executives
EBIT / Employee
33.9K
Shares Outstanding
201.00M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jennifer F. Scanlon President and Chief Executive Officer 1.05M 7.38M 6.82M 62.9K 15.31M 48.17%
2 2025 Ryan D. Robinson Executive Vice President and Chief Financial Officer 687.5K 1.60M 1.90M 65.9K 4.25M 37.63%
3 2025 Weifang Zhou Executive Vice President and Special Advisor to the CEO 648.8K 1.45M 1.85M 65.5K 4.02M 36.09%
4 2025 Gitte Schjøtz Executive Vice President and Chief Business Operations and Innovation Officer 582.8K 1.10M 1.22M 91.7K 2.99M 36.77%
5 2025 Alex G. Dadakis Executive Vice President and President, Testing, Inspection & Certification 514.7K 100.0K 1.72M 418.1K 33.5K 2.79M 61.80%
6 2025 John A. Genovesi Executive Vice President and President, Software & Advisory 491.3K 700.0K 977.0K 49.0K 2.22M 31.57%
7 2024 Jennifer F. Scanlon President and Chief Executive Officer 1.04M 6.60M 6.60M 3.80M 80.6K 18.12M 72.84%
8 2024 Ryan D. Robinson Executive Vice President and Chief Financial Officer 640.0K 1.50M 1.50M 1.10M 59.7K 4.80M 62.55%
9 2024 Weifang Zhou Executive Vice President and Special Advisor to the CEO 625.0K 1.45M 1.45M 1.15M 65.4K 4.74M 61.17%
10 2024 Weifang Zhou Executive Vice President and President, Testing, Inspection and Certification 625.0K 1.45M 1.45M 1.15M 65.4K 4.74M 61.17%
11 2024 Gitte Schjøtz Executive Vice President, Chief Science and Operations Officer 540.1K 850.0K 850.0K 741.7K 81.3K 3.06M 55.50%
12 2024 Gitte Schjøtz Executive Vice President and Chief Business Operations and Innovation Officer 540.1K 850.0K 850.0K 741.7K 81.3K 3.06M 55.50%
13 2024 John A. Genovesi Executive Vice President and President, Software & Advisory 472.5K 600.0K 600.0K 495.6K 48.5K 2.22M 54.14%
14 2023 Jennifer F. Scanlon President and Chief Executive Officer 1.00M 1.16M 4.19M 109.7K 6.46M 17.95%
15 2023 Weifang Zhou Executive Vice President and Special Advisor to the CEO 610.0K 274.2K 1.18M 79.7K 2.15M 12.76%
16 2023 Weifang Zhou Executive Vice President and President, Testing, Inspection and Certification 610.0K 274.2K 1.18M 79.7K 2.15M 12.76%
17 2023 Ryan D. Robinson Executive Vice President and Chief Financial Officer 610.0K 274.2K 1.17M 74.7K 2.13M 12.89%
18 2023 Gitte Schjøtz Executive Vice President and Chief Business Operations and Innovation Officer 528.2K 174.5K 861.0K 78.2K 1.64M 10.63%
19 2023 Gitte Schjøtz Executive Vice President, Chief Science and Operations Officer 528.2K 174.5K 861.0K 78.2K 1.64M 10.63%
20 2022 Jennifer F. Scanlon President and Chief Executive Officer 993.8K 1.32M 3.55M 112.6K 5.97M 22.04%
21 2022 Ryan D. Robinson Executive Vice President and Chief Financial Officer 605.0K 360.3K 1.02M 77.2K 2.06M 17.48%
22 2022 Weifang Zhou Executive Vice President and President, Testing, Inspection and Certification 601.3K 352.8K 890.1K 76.0K 1.92M 18.37%
23 2022 Gitte Schjøtz Executive Vice President, Chief Science and Operations Officer 486.4K 170.2K 761.9K 68.0K 1.49M 11.45%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4

Executive team

NameTitleCompensationGender
Jennifer F. Scanlon President, Chief Executive Officer & Director 8M female
Ryan D. Robinson Executive Vice President & Chief Financial Officer 3M male
Weifang Zhou Executive Vice President & Special Advisor to the Chief Executive Officer 3M male
Gitte Schjotz Executive VP and Chief Business Operations & Innovation Officer 2M female
John A. Genovesi Executive VP and President of Risk & Compliance Software 2M male
Scott D'Angelo Executive Vice President, Chief Legal Officer & Corporate Secretary 1M male
Alex G. Dadakis Executive VP and President of Testing, Inspection & Certification (TIC) 1M male
Alberto Uggetti Executive VP & Chief Commercial Officer male
Yijing H. Brentano Vice President of Investor Relations female
Angela C. Williams Senior VP & Chief Information Security Officer female
Karen K. Pepping Senior Vice President & Chief Accounting Officer female
Kathleen A. Fieweger Senior Vice President & Chief Corporate Communications Officer female
ESG Rating
B
SPECIALTY BUSINESS SERVICES
2026
E (Environmental)
49.5 / 65.9
Company / Sector avg.
S (Social)
70.7 / 67.2
Company / Sector avg.
G (Governance)
74.9 / 67.1
Company / Sector avg.
ESG Total
65.0 / 66.7
Company / Sector avg.
ESG Score History SPECIALTY BUSINESS SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits