National HealthCare (NHC) Stock Insights
NHC$214.51+2.72 +1.28%
$3.36B
Market Cap
23.45
P/E
—
Forward P/E
45
Score
National HealthCare (NHC) Stock Insights
NHC price $214.51 +2.72 +1.28%
- Ticker
- NHC
- Price
- $214.51
- Change
- +2.72 +1.28%
- Market cap ?
- $3.36B
- P/E ?
- 23.45
- Dividend yield ?
- 1.24%
- Beta ?
- 0.61
- Sector
- Healthcare
- Industry
- Medical - Care Facilities
- Stocklytics score
- 45
- Value
- 31
- Quality
- 59
- Growth
- 46
Stocklytics score rationale: value 31, quality 59, growth 46.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 923580000 | 963895000 | 980349000 | 996383000 | 980712000 | 1010942000 | 1074281000 | 1141544000 | 1297937000 | 1517781000 |
National HealthCare Corporation (NHC) is a prominent provider in the healthcare sector, involved in the operation, management, and service provision for a wide array of elder care and health facilities. Its diverse portfolio includes skilled nursing facilities, assisted living communities, independent living residences, homecare and hospice agencies, and a specialized behavioral health hospital. Within its skilled…
Fair value
NHC fair value $230.81. Price $214.51. Price is 7% below fair value.
Below fair value, but more expensive than usual. A smaller discount than on 69% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 146.53M. Growth 9.13%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 15.66M. Net debt -23.88M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-06 | — | — | — | — |
| 2026-08-06 | 2.54 | — | 408.02M | — |
| 2026-05-08 | 1.91 | — | 381.82M | — |
| 2026-02-26 | 1.83 | — | 386.51M | — |
| 2025-11-07 | 1.58 | — | 382.66M | — |
| 2025-08-08 | 1.65 | — | 373.10M | — |
| 2025-05-09 | 1.59 | — | 373.70M | — |
| 2025-02-27 | 1.66 | — | 369.35M | — |
| 2024-11-08 | 1.27 | — | 340.20M | — |
| 2024-08-09 | 1.00 | — | 291.21M | — |
| 2024-05-10 | 0.97 | — | 297.18M | — |
| 2024-02-16 | 1.03 | — | 300.91M | — |
| 2023-11-03 | 0.86 | — | 288.49M | — |
| 2023-08-04 | 0.89 | — | 282.58M | — |
| 2023-05-05 | 0.79 | — | 269.56M | — |
| 2023-02-17 | 0.72 | — | 264.04M | — |
| 2022-11-03 | 0.50 | — | 270.84M | — |
| 2022-08-05 | 0.46 | — | 271.04M | — |
| 2022-05-06 | 0.91 | — | 268.36M | — |
| 2022-02-18 | 1.02 | — | 268.38M | — |
| 2021-11-05 | 0.96 | — | 266.31M | — |
| 2021-08-06 | 0.98 | — | 248.03M | — |
| 2021-05-07 | 1.08 | — | 228.22M | — |
| 2021-02-19 | 0.90 | — | 249.10M | — |
| 2020-11-05 | 0.88 | — | 238.49M | — |
| 2020-08-06 | 0.92 | — | 236.99M | — |
| 2020-05-08 | 1.11 | — | 256.12M | — |
| 2020-02-20 | 1.09 | — | 253.88M | — |
| 2019-11-05 | 0.84 | — | 247.07M | — |
| 2019-08-08 | 0.84 | — | 247.15M | — |
| 2019-05-10 | 1.11 | — | 248.28M | — |
| 2019-02-21 | 1.16 | — | 248.92M | — |
| 2018-11-09 | 1.03 | — | 246.33M | — |
| 2018-08-10 | 0.93 | — | 242.14M | — |
| 2018-05-04 | 1.06 | — | 242.96M | — |
| 2018-02-20 | 0.85 | — | 246.31M | — |
| 2017-11-09 | 0.75 | — | 241.20M | — |
| 2017-08-04 | 0.70 | — | 238.69M | — |
| 2017-05-10 | 0.84 | — | 238.54M | — |
| 2017-02-15 | 0.91 | — | 238.00M | — |
Dividends
Yield 1.22%. Payout ratio 28.36%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 28% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 34 separate years. Yield is 1.2%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-30 | $0.67 | 2026-09-30 | 2026-10-30 | Quarterly |
| 2026-06-30 | $0.67 | 2026-06-30 | 2026-07-31 | Quarterly |
| 2026-03-31 | $0.64 | 2026-03-31 | 2026-04-30 | Quarterly |
| 2025-12-31 | $0.64 | 2025-12-31 | 2026-01-30 | Quarterly |
| 2025-09-30 | $0.64 | 2025-09-30 | 2025-10-31 | Quarterly |
| 2025-06-30 | $0.64 | 2025-06-30 | 2025-08-01 | Quarterly |
| 2025-03-28 | $0.61 | 2025-03-28 | 2025-04-25 | Quarterly |
| 2024-12-30 | $0.61 | 2024-12-30 | 2025-01-31 | Quarterly |
| 2024-09-30 | $0.61 | 2024-09-30 | 2024-11-01 | Quarterly |
| 2024-06-28 | $0.61 | 2024-06-28 | 2024-08-01 | Quarterly |
| 2024-03-27 | $0.59 | 2024-03-29 | 2024-05-01 | Quarterly |
| 2023-12-28 | $0.59 | 2023-12-29 | 2024-02-01 | Quarterly |
| 2023-09-28 | $0.59 | 2023-09-29 | 2023-11-01 | Quarterly |
| 2023-06-29 | $0.59 | 2023-06-30 | 2023-07-31 | Quarterly |
| 2023-03-30 | $0.57 | 2023-03-31 | 2023-05-01 | Quarterly |
| 2022-12-29 | $0.57 | 2022-12-30 | 2023-02-01 | Quarterly |
| 2022-09-29 | $0.57 | 2022-09-30 | 2022-11-01 | Quarterly |
| 2022-06-29 | $0.57 | 2022-06-30 | 2022-08-01 | Quarterly |
| 2022-03-30 | $0.55 | 2022-03-31 | 2022-05-02 | Quarterly |
| 2021-12-30 | $0.55 | 2021-12-31 | 2022-02-01 | Quarterly |
| 2021-09-29 | $0.52 | 2021-09-30 | 2021-11-01 | Quarterly |
| 2021-06-29 | $0.52 | 2021-06-30 | 2021-08-02 | Quarterly |
| 2021-03-30 | $0.52 | 2021-03-31 | 2021-05-03 | Quarterly |
| 2020-12-30 | $0.52 | 2020-12-31 | 2021-02-01 | Quarterly |
| 2020-09-29 | $0.52 | 2020-09-30 | 2020-11-02 | Quarterly |
| 2020-06-29 | $0.52 | 2020-06-30 | 2020-08-03 | Quarterly |
| 2020-03-30 | $0.52 | 2020-03-31 | 2020-05-01 | Quarterly |
| 2019-12-30 | $0.52 | 2019-12-31 | 2020-02-03 | Quarterly |
| 2019-09-27 | $0.52 | 2019-09-30 | 2019-12-02 | Quarterly |
| 2019-06-27 | $0.52 | 2019-06-28 | 2019-08-30 | Quarterly |
| 2019-03-28 | $0.50 | 2019-03-29 | 2019-06-03 | Quarterly |
| 2018-12-28 | $0.50 | 2018-12-31 | 2019-03-01 | Quarterly |
| 2018-09-27 | $0.50 | 2018-09-28 | 2018-12-03 | Quarterly |
| 2018-06-28 | $0.50 | 2018-06-29 | 2018-08-31 | Quarterly |
| 2018-03-28 | $0.48 | 2018-03-30 | 2018-06-01 | Quarterly |
| 2017-12-28 | $0.48 | 2017-12-29 | 2018-03-01 | Quarterly |
| 2017-09-28 | $0.48 | 2017-09-29 | 2017-12-01 | Quarterly |
| 2017-06-28 | $0.48 | 2017-06-30 | 2017-09-01 | Quarterly |
| 2017-03-29 | $0.45 | 2017-03-31 | 2017-06-01 | Quarterly |
| 2016-12-28 | $0.45 | 2016-12-30 | 2017-03-01 | Quarterly |
| 2016-09-28 | $0.45 | 2016-09-30 | 2016-12-01 | Quarterly |
| 2016-06-28 | $0.45 | 2016-06-30 | 2016-09-01 | Quarterly |
| 2016-03-29 | $0.40 | 2016-03-31 | 2016-06-01 | Quarterly |
| 2015-12-29 | $0.40 | 2015-12-31 | 2016-03-01 | Quarterly |
| 2015-09-28 | $0.40 | 2015-09-30 | 2015-12-01 | Quarterly |
| 2015-09-11 | $0.40 | 2015-09-15 | 2015-10-15 | Quarterly |
| 2015-06-26 | $0.40 | 2015-06-30 | 2015-09-01 | Quarterly |
| 2015-03-27 | $0.34 | 2015-03-31 | 2015-06-01 | Quarterly |
| 2014-12-29 | $0.34 | 2014-12-31 | 2015-03-02 | Quarterly |
| 2014-09-26 | $0.34 | 2014-09-30 | 2014-12-01 | Quarterly |
| 2014-06-26 | $0.34 | 2014-06-30 | 2014-09-02 | Quarterly |
| 2014-03-27 | $0.32 | 2014-03-31 | 2014-06-02 | Quarterly |
| 2013-12-27 | $0.32 | 2013-12-31 | 2014-03-03 | Quarterly |
| 2013-09-26 | $0.32 | 2013-09-30 | 2013-12-02 | Quarterly |
| 2013-06-26 | $0.32 | 2013-06-28 | 2013-08-30 | Quarterly |
| 2013-03-26 | $0.30 | 2013-03-28 | 2013-05-31 | Quarterly |
| 2012-12-27 | $0.30 | 2012-12-31 | 2013-03-01 | Monthly |
| 2012-12-13 | $1.00 | 2012-12-17 | 2012-12-21 | Quarterly |
| 2012-09-27 | $0.30 | 2012-10-01 | 2012-11-30 | Quarterly |
| 2012-06-27 | $0.30 | 2012-06-29 | 2012-08-31 | Quarterly |
| 2012-03-28 | $0.30 | 2012-03-30 | 2012-06-01 | Quarterly |
| 2011-12-28 | $0.30 | 2011-12-30 | 2012-03-01 | Quarterly |
| 2011-09-28 | $0.30 | 2011-09-30 | 2011-12-01 | Quarterly |
| 2011-06-28 | $0.30 | 2011-06-30 | 2011-09-01 | Quarterly |
| 2011-03-29 | $0.28 | 2011-03-31 | 2011-06-01 | Quarterly |
| 2010-12-29 | $0.28 | 2010-12-31 | 2011-03-01 | Quarterly |
| 2010-09-28 | $0.28 | 2010-09-30 | 2010-12-01 | Quarterly |
| 2010-06-28 | $0.28 | 2010-06-30 | 2010-09-01 | Quarterly |
| 2010-03-29 | $0.26 | 2010-03-31 | 2010-06-01 | Quarterly |
| 2009-12-29 | $0.26 | 2009-12-31 | 2010-03-01 | Quarterly |
| 2009-09-28 | $0.26 | 2009-09-30 | 2009-12-01 | Quarterly |
| 2009-06-26 | $0.26 | 2009-06-30 | 2009-09-01 | Quarterly |
| 2009-03-27 | $0.24 | 2009-03-31 | 2009-06-01 | Quarterly |
| 2008-12-29 | $0.24 | 2008-12-31 | 2009-03-02 | Quarterly |
| 2008-09-26 | $0.24 | 2008-09-30 | 2008-12-01 | Quarterly |
| 2008-06-26 | $0.24 | 2008-06-30 | 2008-09-02 | Quarterly |
| 2008-03-27 | $0.21 | 2008-03-31 | 2008-06-02 | Quarterly |
| 2007-12-27 | $0.21 | 2007-12-31 | 2008-03-03 | Quarterly |
| 2007-09-26 | $0.21 | 2007-09-28 | 2007-12-03 | Quarterly |
| 2007-06-27 | $0.21 | 2007-06-29 | 2007-09-03 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-22 | Dodson Vicki L | Sell | 4.83K | $225.00 | 1.09M |
| 2026-09-11 | KIDD BRIAN F | Sell | 6.81K | $225.70 | 1.54M |
| 2026-09-10 | McCreary Josh A | Sell | 571 | $222.73 | 127.18K |
| 2026-09-10 | McCreary Josh A | Sell | 789 | $223.78 | 176.56K |
| 2026-09-10 | McCreary Josh A | Sell | 1.29K | $225.09 | 290.59K |
| 2026-09-10 | McCreary Josh A | Sell | 68 | $225.59 | 15.34K |
| 2026-08-28 | FLATT BEN ANDERSON SR | Sell | 1.00K | $222.50 | 222.50K |
| 2026-08-25 | FLATT BEN ANDERSON SR | Sell | 1.00K | $227.00 | 227.00K |
| 2026-08-25 | Gifford David R. | Sell | 1.78K | $225.42 | 401.02K |
| 2026-08-20 | FLATT BEN ANDERSON SR | Sell | 1.00K | $237.00 | 237.00K |
| 2026-08-20 | Gifford David R. | Buy | 6.48K | $171.42 | 1.11M |
| 2026-08-20 | Gifford David R. | Sell | 4.69K | $236.75 | 1.11M |
| 2026-08-20 | Gifford David R. | Sell | 6.48K | $171.42 | 1.11M |
| 2026-08-19 | FLATT BEN ANDERSON SR | Sell | 1.00K | $237.18 | 237.18K |
| 2026-08-19 | Flatt Stephen Fowler | Sell | 1.50K | $237.08 | 355.62K |
| 2026-08-17 | FLATT BEN ANDERSON SR | Sell | 1.00K | $226.00 | 226.00K |
| 2026-08-14 | FLATT BEN ANDERSON SR | Sell | 1.00K | $222.11 | 222.11K |
| 2026-08-13 | Gifford David R. | Sell | 1.02K | $171.42 | 175.02K |
| 2026-08-13 | Gifford David R. | Buy | 1.02K | $171.42 | 175.02K |
| 2026-08-12 | FLATT BEN ANDERSON SR | Sell | 1.00K | $221.21 | 221.21K |
| 2026-06-22 | HASSAN EMIL E | Sell | 5.94K | $200.00 | 1.19M |
| 2026-06-16 | KIDD BRIAN F | Sell | 500 | — | — |
| 2026-06-16 | HASSAN EMIL E | Sell | 1.56K | $199.97 | 312.56K |
| 2026-06-08 | ADAMS ROBERT G | Buy | 4.00K | $69.19 | 276.76K |
| 2026-06-08 | ADAMS ROBERT G | Sell | 4.00K | $69.19 | 276.76K |
| 2026-06-08 | ADAMS ROBERT G | Sell | 4.00K | $69.19 | 276.76K |
| 2026-06-01 | Piercey Lisa | Buy | 949 | $184.26 | 174.86K |
| 2026-05-22 | FLATT BEN ANDERSON SR | Buy | 4.00K | $94.10 | 376.40K |
| 2026-05-22 | FLATT BEN ANDERSON SR | Sell | 2.74K | $196.00 | 536.84K |
| 2026-05-22 | FLATT BEN ANDERSON SR | Sell | 4.00K | $94.10 | 376.40K |
| 2026-05-21 | LAROCHE RICHARD F JR | Sell | 7.50K | $195.14 | 1.46M |
| 2026-05-20 | Flatt Stephen Fowler | Sell | 26 | — | — |
| 2026-05-19 | Shelly Timothy J. | Sell | 1.85K | $197.22 | 365.44K |
| 2026-05-14 | Flatt Stephen Fowler | Buy | 1.00K | $90.62 | 90.62K |
| 2026-05-14 | Flatt Stephen Fowler | Buy | 5.00K | $94.10 | 470.50K |
| 2026-05-14 | Flatt Stephen Fowler | Sell | 4.49K | $197.96 | 889.24K |
| 2026-05-14 | Flatt Stephen Fowler | Sell | 1.00K | $90.62 | 90.62K |
| 2026-05-14 | Flatt Stephen Fowler | Sell | 5.00K | $94.10 | 470.50K |
| 2026-05-14 | KIDD BRIAN F | Buy | 500 | $90.62 | 45.31K |
| 2026-05-14 | KIDD BRIAN F | Buy | 4.00K | $94.10 | 376.40K |
| 2026-05-14 | KIDD BRIAN F | Sell | 3.13K | $197.96 | 620.41K |
| 2026-05-14 | KIDD BRIAN F | Sell | 500 | $90.62 | 45.31K |
| 2026-05-14 | KIDD BRIAN F | Sell | 4.00K | $94.10 | 376.40K |
| 2026-05-07 | Adams William A. | Buy | 7.50K | $171.42 | 1.29M |
| 2026-05-07 | Trail Sandra Y. | Buy | 7.50K | $171.42 | 1.29M |
| 2026-05-07 | ABERNATHY JAMES PAUL | Buy | 7.50K | $171.42 | 1.29M |
| 2026-05-07 | Adams William A. | Buy | 7.50K | — | — |
| 2026-05-07 | Gifford David R. | Buy | 7.50K | $171.42 | 1.29M |
| 2026-05-07 | Piercey Lisa | Buy | 7.50K | $171.42 | 1.29M |
| 2026-05-07 | ADAMS ROBERT G | Buy | 7.50K | $171.42 | 1.29M |
| 2026-05-07 | HASSAN EMIL E | Buy | 7.50K | $171.42 | 1.29M |
| 2026-05-07 | LAROCHE RICHARD F JR | Buy | 7.50K | $171.42 | 1.29M |
| 2026-05-06 | Trail Sandra Y. | Buy | 3.14K | $55.75 | 175.06K |
| 2026-05-06 | Trail Sandra Y. | Sell | 3.14K | $55.75 | 175.06K |
| 2026-05-05 | LAROCHE RICHARD F JR | Buy | 7.50K | $71.64 | 537.30K |
| 2026-05-05 | LAROCHE RICHARD F JR | Sell | 7.50K | $71.64 | 537.30K |
| 2026-04-30 | HASSAN EMIL E | Buy | 7.50K | $71.64 | 537.30K |
| 2026-04-30 | HASSAN EMIL E | Sell | 7.50K | $71.64 | 537.30K |
| 2026-04-22 | Dodson Vicki L | Buy | 4.00K | $94.10 | 376.40K |
| 2026-04-22 | Dodson Vicki L | Sell | 2.85K | $173.63 | 495.37K |
| 2026-04-22 | Dodson Vicki L | Sell | 4.00K | $94.10 | 376.40K |
| 2026-04-09 | FLATT BEN ANDERSON SR | Sell | 2.11K | $176.81 | 372.89K |
| 2026-04-09 | FLATT BEN ANDERSON SR | Buy | 3.73K | $53.94 | 201.41K |
| 2026-04-09 | FLATT BEN ANDERSON SR | Sell | 1.91K | $176.81 | 337.53K |
| 2026-04-09 | FLATT BEN ANDERSON SR | Sell | 3.73K | $53.94 | 201.41K |
| 2026-03-16 | Dodson Vicki L | Buy | 3.73K | $53.94 | 201.41K |
| 2026-03-16 | Dodson Vicki L | Sell | 2.03K | $164.96 | 335.53K |
| 2026-03-16 | Dodson Vicki L | Sell | 3.73K | $53.94 | 201.41K |
| 2026-03-12 | Flatt Stephen Fowler | Buy | 1.85K | $53.94 | 99.95K |
| 2026-03-12 | Flatt Stephen Fowler | Sell | 1.85K | $53.94 | 99.95K |
| 2026-03-12 | KIDD BRIAN F | Buy | 1.85K | $53.94 | 99.95K |
| 2026-03-12 | KIDD BRIAN F | Sell | 1.85K | $53.94 | 99.95K |
| 2026-03-09 | ABERNATHY JAMES PAUL | Buy | 3.14K | $55.75 | 175.06K |
| 2026-03-09 | ABERNATHY JAMES PAUL | Sell | 3.14K | $55.75 | 175.06K |
| 2026-03-04 | Dodson Vicki L | Buy | 4.50K | $90.62 | 407.79K |
| 2026-03-04 | Dodson Vicki L | Sell | 3.16K | $172.83 | 545.97K |
| 2026-03-04 | Dodson Vicki L | Sell | 4.50K | $90.62 | 407.79K |
| 2026-03-04 | FLATT BEN ANDERSON SR | Buy | 4.50K | $90.62 | 407.79K |
| 2026-03-04 | FLATT BEN ANDERSON SR | Buy | 4.00K | $94.10 | 376.40K |
| 2026-03-04 | FLATT BEN ANDERSON SR | Sell | 8.14K | $172.83 | 1.41M |
| 2026-03-04 | FLATT BEN ANDERSON SR | Buy | 3.73K | $53.94 | 201.36K |
| 2026-03-04 | FLATT BEN ANDERSON SR | Sell | 4.50K | $90.62 | 407.79K |
| 2026-03-04 | FLATT BEN ANDERSON SR | Sell | 4.00K | $94.10 | 376.40K |
| 2026-03-04 | FLATT BEN ANDERSON SR | Sell | 3.73K | $53.94 | 201.36K |
| 2026-03-04 | McCreary Josh A | Buy | 4.50K | $90.62 | 407.79K |
| 2026-03-04 | McCreary Josh A | Sell | 3.20K | $172.83 | 553.40K |
| 2026-03-04 | McCreary Josh A | Sell | 4.50K | $90.62 | 407.79K |
| 2026-03-04 | Shelly Timothy J. | Buy | 3.67K | $90.62 | 332.30K |
| 2026-03-04 | Shelly Timothy J. | Sell | 3.67K | $90.62 | 332.30K |
| 2026-03-04 | Shelly Timothy J. | Sell | 2.67K | $94.10 | 250.96K |
| 2026-03-04 | Shelly Timothy J. | Buy | 2.67K | $94.10 | 250.96K |
| 2026-03-04 | Shelly Timothy J. | Sell | 4.48K | $172.83 | 774.45K |
| 2026-03-04 | KIDD BRIAN F | Buy | 4.00K | $90.62 | 362.48K |
| 2026-03-04 | KIDD BRIAN F | Sell | 3.95K | $172.83 | 682.16K |
| 2026-03-04 | KIDD BRIAN F | Buy | 2.00K | $53.94 | 107.88K |
| 2026-03-04 | KIDD BRIAN F | Sell | 4.00K | $90.62 | 362.48K |
| 2026-03-04 | KIDD BRIAN F | Sell | 2.00K | $53.94 | 107.88K |
| 2026-03-02 | Flatt Stephen Fowler | Buy | 5.00K | $90.62 | 453.10K |
| 2026-03-02 | Flatt Stephen Fowler | Sell | 3.58K | $171.15 | 613.57K |
| 2026-03-02 | Flatt Stephen Fowler | Sell | 5.00K | $90.62 | 453.10K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 255, holders +15 vs prior quarter. Ownership 66.73%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 1.98M | 80.53K | +4.25% | 417.60M |
| MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 1.03M | -10.27K | -0.99% | 217.39M |
| DIMENSIONAL FUND ADVISORS LP | 929.69K | -17.29K | -1.83% | 196.49M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 809.22K | 19.80K | +2.51% | 171.04M |
| FIRST TRUST ADVISORS LP | 730.57K | 200.27K | +37.77% | 154.41M |
| VANGUARD CAPITAL MANAGEMENT LLC | 552.14K | 2.59K | +0.47% | 116.70M |
| STATE STREET CORP | 526.73K | 35.16K | +7.15% | 111.68M |
| GEODE CAPITAL MANAGEMENT, LLC | 380.93K | 57.67K | +17.84% | 80.53M |
| RENAISSANCE TECHNOLOGIES LLC | 299.72K | -35.80K | -10.67% | 63.35M |
| INVESCO LTD. | 175.29K | 25.09K | +16.71% | 37.05M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 174.34K | -4.26K | -2.39% | 36.85M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 174.34K | 174.34K | New | 36.85M |
| NORTHERN TRUST CORP | 145.18K | 8.47K | +6.19% | 30.69M |
| BANK OF NEW YORK MELLON CORP | 122.32K | 2.37K | +1.97% | 25.85M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 109.09K | -7.16K | -6.16% | 23.06M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 107.25K | 107.25K | New | 22.67M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 96.55K | 21.29K | +28.29% | 20.41M |
| MORGAN STANLEY | 93.54K | -14.28K | -13.24% | 19.77M |
| AMERICAN CENTURY COMPANIES INC | 92.93K | 3.32K | +3.70% | 19.64M |
| ALPS ADVISORS INC | 87.66K | -70.18K | -44.46% | 18.53M |
| VANGUARD FIDUCIARY TRUST CO | 84.97K | 4.80K | +5.99% | 17.96M |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 80.65K | 24.78K | +44.35% | 17.05M |
| PRINCIPAL FINANCIAL GROUP INC | 67.91K | 817 | +1.22% | 14.35M |
| MANATUCK HILL PARTNERS, LLC | 59.43K | -972 | -1.61% | 12.56M |
| GOLDMAN SACHS GROUP INC | 51.49K | -46.86K | -47.64% | 10.88M |
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