Marathon Bancorp (MBBC)


Market Price (8/7/2026): $15.12 | Market Cap: $40.6 MilSector: Financials | Industry: Regional Banks

Marathon Bancorp (MBBC)


Market Price (8/7/2026): $15.12
Market Cap: $40.6 Mil
Sector: Financials
Industry: Regional Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 34%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%

Low stock price volatility
Vol 12M is 31%

Trading close to highs
Dist 52W High is -2.3%, Dist 3Y High is -2.3%

Weak multi-year price returns
3Y Excs Rtn is -2.4%

Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 26x, P/EPrice/Earnings or Price/(Net Income) is 37x

Key risks
MBBC key risks include [1] sensitivity to the real estate and economic conditions in its operating markets and [2] fluctuations in the adequacy of its allowance for credit losses.

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 34%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%
2 Low stock price volatility
Vol 12M is 31%
3 Trading close to highs
Dist 52W High is -2.3%, Dist 3Y High is -2.3%
4 Weak multi-year price returns
3Y Excs Rtn is -2.4%
5 Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 26x, P/EPrice/Earnings or Price/(Net Income) is 37x
6 Key risks
MBBC key risks include [1] sensitivity to the real estate and economic conditions in its operating markets and [2] fluctuations in the adequacy of its allowance for credit losses.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/1/2026

Marathon Bancorp (MBBC) stock has gained about 5% since 4/30/2026 because of the following key factors:

1. Strong Fiscal Q3 2026 Earnings Performance. Marathon Bancorp reported robust financial results for its fiscal third quarter, which concluded on March 31, 2026. The company announced these results on May 13, 2026, showing a significant diluted earnings per share (EPS) increase of 260% year-over-year to $0.18, and net income growth of 228.7% to $487,863. This strong performance was primarily driven by strategic adjustments in its loan portfolio and an increase in non-interest income.

2. Adoption of a Stock Repurchase Program. On April 24, 2026, just before the start of the analyzed period, Marathon Bancorp announced the initiation of a stock repurchase program. This program authorized the company to buy back up to 146,931 shares of its common stock, representing approximately 5% of its outstanding shares. This action, the company's first such program since its second-step conversion in April 2025, generally signals management's confidence in the company's valuation and future prospects.

Show more
Updated on 8/1/2026

Marathon Bancorp (MBBC) stock has gained about 5% since 4/30/2026 because of the following key factors:

1. Strong Fiscal Q3 2026 Earnings Performance. Marathon Bancorp reported robust financial results for its fiscal third quarter, which concluded on March 31, 2026. The company announced these results on May 13, 2026, showing a significant diluted earnings per share (EPS) increase of 260% year-over-year to $0.18, and net income growth of 228.7% to $487,863. This strong performance was primarily driven by strategic adjustments in its loan portfolio and an increase in non-interest income.

2. Adoption of a Stock Repurchase Program. On April 24, 2026, just before the start of the analyzed period, Marathon Bancorp announced the initiation of a stock repurchase program. This program authorized the company to buy back up to 146,931 shares of its common stock, representing approximately 5% of its outstanding shares. This action, the company's first such program since its second-step conversion in April 2025, generally signals management's confidence in the company's valuation and future prospects.

3. Positive Sentiment within the Regional Banking Sector. The broader regional banking sector experienced favorable investor sentiment and share price appreciation during fiscal Q3 and Q4 2026 (Marathon Bancorp's fiscal year ends on June 30). Regional bank share prices collectively rose by an average of 12% in the month leading up to April 18, 2026, indicating a positive macroeconomic backdrop that likely contributed to MBBC's upward trend.

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Stock Movement Drivers

Fundamental Drivers

The 6.2% change in MBBC stock from 4/30/2026 to 8/6/2026 was primarily driven by a 33.9% change in the company's Net Income Margin (%).
(LTM values as of)43020268062026Change
Stock Price ($)14.2515.136.2%
Change Contribution By: 
Total Revenues ($ Mil)897.9%
Net Income Margin (%)9.5%12.8%33.9%
P/E Multiple50.236.9-26.5%
Shares Outstanding (Mil)330.0%
Cumulative Contribution6.2%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/6/2026
ReturnCorrelation
MBBC6.2% 
Market (SPY)6.9%9.6%
Sector (XLF)10.9%-3.0%

Fundamental Drivers

The 16.3% change in MBBC stock from 1/31/2026 to 8/6/2026 was primarily driven by a 200.2% change in the company's Net Income Margin (%).
(LTM values as of)13120268062026Change
Stock Price ($)13.0115.1316.3%
Change Contribution By: 
Total Revenues ($ Mil)7917.7%
Net Income Margin (%)4.3%12.8%200.2%
P/E Multiple112.036.9-67.0%
Shares Outstanding (Mil)33-0.1%
Cumulative Contribution16.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/6/2026
ReturnCorrelation
MBBC16.3% 
Market (SPY)11.4%10.9%
Sector (XLF)8.7%6.5%

Fundamental Drivers

The 50.4% change in MBBC stock from 7/31/2025 to 8/6/2026 was primarily driven by a 78.6% change in the company's Net Income Margin (%).
(LTM values as of)73120258062026Change
Stock Price ($)10.0615.1350.4%
Change Contribution By: 
Total Revenues ($ Mil)6934.0%
Net Income Margin (%)7.2%12.8%78.6%
P/E Multiple61.136.9-39.6%
Shares Outstanding (Mil)334.0%
Cumulative Contribution50.4%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/6/2026
ReturnCorrelation
MBBC50.4% 
Market (SPY)22.6%5.9%
Sector (XLF)11.7%1.5%

Fundamental Drivers

The 66.1% change in MBBC stock from 7/31/2023 to 8/6/2026 was primarily driven by a 313.7% change in the company's P/E Multiple.
(LTM values as of)73120238062026Change
Stock Price ($)9.1115.1366.1%
Change Contribution By: 
Total Revenues ($ Mil)8912.2%
Net Income Margin (%)20.4%12.8%-37.2%
P/E Multiple8.936.9313.7%
Shares Outstanding (Mil)23-43.1%
Cumulative Contribution66.1%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/6/2026
ReturnCorrelation
MBBC66.1% 
Market (SPY)73.8% 
Sector (XLF)71.0% 

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
MBBC Return7%5%-17%50%-13%24%50%
Peers Return41%1%2%21%18%30%169%
S&P 500 Return27%-19%24%23%16%13%106%

Monthly Win Rates [3]
MBBC Win Rate67%58%42%58%50%62% 
Peers Win Rate72%47%45%53%62%68% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
MBBC Max Drawdown--6%-42%-18%-36%-14% 
Peers Max Drawdown-15%-25%-36%-18%-23%-15% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ASB, WTFC, NIC, WSBF, FBIZ.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/6/2026 (YTD)

How Low Can It Go

EventMBBCS&P 500
2025 US Tariff Shock
  % Loss-26.1%-18.8%
  % Gain to Breakeven35.4%23.1%
  Time to Breakeven248 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-33.2%-9.5%
  % Gain to Breakeven49.6%10.5%
  Time to Breakeven406 days24 days
2023 SVB Regional Banking Crisis
  % Loss-23.8%-6.7%
  % Gain to Breakeven31.2%7.1%
  Time to Breakeven580 days31 days

Compare to ASB, WTFC, NIC, WSBF, FBIZ

In The Past

Marathon Bancorp's stock fell -26.1% during the 2025 US Tariff Shock. Such a loss loss requires a 35.4% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventMBBCS&P 500
2025 US Tariff Shock
  % Loss-26.1%-18.8%
  % Gain to Breakeven35.4%23.1%
  Time to Breakeven248 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-33.2%-9.5%
  % Gain to Breakeven49.6%10.5%
  Time to Breakeven406 days24 days
2023 SVB Regional Banking Crisis
  % Loss-23.8%-6.7%
  % Gain to Breakeven31.2%7.1%
  Time to Breakeven580 days31 days

Compare to ASB, WTFC, NIC, WSBF, FBIZ

In The Past

Marathon Bancorp's stock fell -26.1% during the 2025 US Tariff Shock. Such a loss loss requires a 35.4% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Marathon Bancorp (MBBC)

Marathon Bancorp, Inc. (MBBC) operates as a bank holding company for Marathon Bank, a chartered savings bank. Essentially, MBBC is the parent entity that oversees Marathon Bank, which provides a range of traditional banking services to its clientele.

Marathon Bank offers a variety of financial products and services, segmented into deposit and lending options. Deposit products include demand deposits (checking accounts), savings accounts, and certificates of deposit (CDs). On the lending side, the bank provides diverse loan types, such as commercial real estate, commercial and industrial (C&I), construction, one-to-four-family residential, multi-family real estate, and consumer loans.

The company primarily serves customers located within the Marathon County area of Wisconsin. This regional focus means Marathon Bank targets local businesses and residents, offering financial solutions tailored to the specific needs of its community market.

AI Analysis | Feedback

Here are 1-3 brief analogies for Marathon Bancorp (MBBC):

  • It's like a mini Bank of America, but exclusively focused on Marathon County, Wisconsin.
  • Think of it as the U.S. Bancorp of Marathon County, Wisconsin – a community-focused bank serving local needs.

AI Analysis | Feedback

  • Deposit Products: Marathon Bank offers various deposit accounts including demand deposits, savings accounts, and certificates of deposit to its customers.
  • Lending Products: The bank provides a range of loans such as commercial real estate, commercial and industrial, construction, one-to-four-family residential, multi-family real estate, and consumer loans.

AI Analysis | Feedback

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Marathon Bancorp (MBBC), through its subsidiary Marathon Bank, serves a diverse customer base primarily within the Marathon County area of Wisconsin. As a community bank, it does not have a few "major customers" that are themselves large public companies. Instead, its customer base is composed of many individuals and businesses that utilize its deposit and lending products. Its customers fall into the following categories:

  1. Individual Consumers: Residents of Marathon County and surrounding areas who utilize deposit products such as demand deposits, savings accounts, and certificates of deposit, as well as lending products like one-to-four-family residential mortgages and various consumer loans.
  2. Small to Medium-Sized Businesses: Local companies and enterprises operating within the service area that require commercial banking services. These businesses use deposit products and lending products such as commercial real estate loans, commercial and industrial loans, and construction loans.
  3. Real Estate Investors and Developers: Entities, often local businesses or individuals, engaged in the development, acquisition, or ownership of commercial or multi-family properties. They are significant customers for commercial real estate, construction, and multi-family real estate loans.
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Nicholas W. Zillges, President & Chief Executive Officer

Nicholas W. Zillges has served as President and Chief Executive Officer, and as a Director, since joining Marathon Bank in February 2014. He has over 25 years of industry experience, including successfully leading multiple troubled and underperforming bank recoveries and growing community banks. Mr. Zillges specializes in enterprise risk management, strategic planning, revenue growth strategies, commercial and retail business development, and technology and operations.

Joy Selting, Senior Vice President & Chief Financial Officer

Joy Selting is the Senior Vice President and Chief Financial Officer. She joined the company in 1999 and brings more than 24 years of industry experience, having held several finance and accounting positions throughout her career.

Michelle Knopf, Executive Vice President & Chief Operating Officer

Michelle Knopf is the Executive Vice President and Chief Operating Officer for Marathon Bank. She has over 30 years of banking industry experience with a strong focus on mortgage banking, loan operations, commercial banking, and private client services. Ms. Knopf joined Marathon Bank in 2018, having previously served as a Vice President at Intercity Bank.

Nora Spatz, Executive Vice President & Chief Administrative Officer

Nora Spatz joined Marathon Bank in 1986 and currently serves as Executive Vice President and the Chief Administrative Officer. She has more than 30 years of financial services industry experience, holding a broad range of senior-level positions in operations and retail banking throughout her career.

Terry Cornish, Senior Vice President & Chief Credit Officer

Terry Cornish joined Marathon Bank in 2015 and currently serves as a Senior Vice President and the Chief Credit Officer.

AI Analysis | Feedback

Here are the key risks to Marathon Bancorp (MBBC):

  1. Interest Rate Risk: As a bank holding company, Marathon Bancorp's financial performance is highly sensitive to changes in prevailing interest rates. Fluctuations in interest rates can significantly impact the bank's net interest income, which is the difference between interest earned on assets (like loans) and interest paid on liabilities (like deposits). The bank's performance remains sensitive to interest rate cycles, a factor that has played a key role in past banking upheavals, including the 2023 regional bank crisis. Managing this risk, which also affects asset-liability management, is crucial for the company's profitability and stability.
  2. Credit Risk, particularly from Commercial Real Estate and Economic Environment: Marathon Bancorp faces significant credit risk, especially due to its substantial exposure to commercial real estate and multifamily real estate loans. As of September 30, 2024, commercial real estate loans constituted 39.6% of its loan portfolio, and multifamily real estate loans accounted for 24.6%. These types of loans generally carry higher credit risks due to their larger balances and the complexity of the underlying collateral. Adverse conditions in the real estate market or broader economic downturns, particularly within Marathon Bank's operating areas in Wisconsin, could lead to increased loan losses and negatively affect the company's financial condition and results of operations.
  3. Competition and Regulatory Changes: Marathon Bank operates in a competitive financial services market within its primary market area of Marathon, Ozaukee, and Waukesha Counties in Wisconsin. It faces competition from a diverse group of financial institutions, including large money center banks, regional banks, community banks, and credit unions, both in attracting deposits and making loans. This intense competition can constrain the bank's growth and profitability. Furthermore, the banking industry is subject to extensive government regulations. Changes in these regulations, including those related to compliance costs and capital requirements, can impose significant burdens on Marathon Bancorp, potentially affecting its business strategy and financial performance.

AI Analysis | Feedback

  • The increasing prevalence and adoption of digital-only banks (neobanks) and various financial technology (fintech) companies offering deposit, lending, and payment solutions. These entities often provide more competitive rates, lower fees, and superior digital user experiences, directly threatening Marathon Bank's traditional customer base and market share in Marathon County, Wisconsin.
  • The growing entry and expansion of large technology companies into financial services. Leveraging extensive customer bases and advanced technological infrastructure, these companies are beginning to offer banking-like products and services (e.g., payments, lending), which could significantly disrupt traditional banking relationships and customer loyalty that Marathon Bancorp relies upon.

AI Analysis | Feedback

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AI Analysis | Feedback

Marathon Bancorp (MBBC) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Continued Growth in Loan and Deposit Balances: Marathon Bancorp has demonstrated strong financial health, with increasing loan balances and deposits. For example, as of December 31, 2025, loan balances rose to $211.9 million from $200.8 million, and deposits reached $178.4 million. The company intends to continue investing in its commercial credit department to further grow its loan portfolio.
  2. Strategic Market Expansion: The company aims to expand its market share both organically and through opportunistic bank or branch acquisitions or de novo branching. There are identified opportunities to increase market share in historical operating areas and to extend its presence into Southeastern Wisconsin.
  3. Leveraging Enhanced Access to Capital: Following its conversion to a fully public company in April 2025, Marathon Bancorp gained greater access to capital markets. This increased access is intended to enhance its ability to fund future growth, both organically and through strategic acquisitions.
  4. Improvement in Net Interest Margin: After experiencing margin erosion due to rising deposit costs and loan yield compression, there is an expectation for a recovery or stabilization in gross margins. The company saw a significant improvement in its net income margin, contributing to a substantial increase in net income for the quarter ended December 31, 2025 (Q2 2026).

AI Analysis | Feedback

Share Repurchases

  • Marathon Bancorp adopted a stock repurchase program on December 22, 2023, authorizing the repurchase of up to approximately 5% of its outstanding common stock, or 107,875 shares.
  • This was the company's second stock repurchase program since its mutual holding company reorganization and related stock offering in April 2021.

Share Issuance

  • In April 2021, as part of its reorganization into a mutual holding company, Marathon Bancorp sold 1,003,274 shares of common stock at $10.00 per share, totaling approximately $10,032,740.
  • In February 2025, Marathon Bancorp commenced a stock offering in connection with its conversion to a fully stock holding company, offering to sell up to 1,897,500 shares (potentially increasing to 2,182,125 shares) at $10.00 per share.
  • By April 16, 2025, the company expected to sell 1,693,411 shares of its common stock at $10.00 per share, including 135,472 shares for the Employee Stock Ownership Plan, totaling approximately $16,934,110.

Capital Expenditures

  • Marathon Bancorp invested $21,000 in capital expenditures during the third quarter of 2026 (ended December 31, 2025), focusing on long-term assets and infrastructure.
  • In the 12 months prior to February 2026, capital expenditures were reported as -$168,082.

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1How Low Can Marathon Bancorp Stock Really Go?10/17/2025
Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

MBBCASBWTFCNICWSBFFBIZMedian
NameMarathon.Associat.Wintrust.Nicolet .Watersto.First Bu. 
Mkt Price15.1331.16159.13173.8920.8872.0151.59
Mkt Cap0.05.910.73.70.40.62.1
Rev LTM91,6032,864519145178349
Op Inc LTM-------
FCF LTM16801,573174-581128
FCF 3Y Avg15569861412564103
CFO LTM27191,644183-381132
CFO 3Y Avg26011,0501522665109

Growth & Margins

MBBCASBWTFCNICWSBFFBIZMedian
NameMarathon.Associat.Wintrust.Nicolet .Watersto.First Bu. 
Rev Chg LTM34.0%46.4%11.5%41.5%11.6%10.3%22.8%
Rev Chg 3Y Avg5.7%9.5%9.5%25.4%-0.3%8.6%9.0%
Rev Chg Q37.9%23.2%10.1%85.7%20.6%13.8%21.9%
QoQ Delta Rev Chg LTM7.9%5.6%2.4%18.7%4.3%3.3%4.9%
Op Inc Chg LTM-------
Op Inc Chg 3Y Avg-------
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM17.9%44.9%57.4%35.1%-2.2%45.8%40.0%
CFO/Rev 3Y Avg21.3%48.1%39.5%37.7%20.3%39.9%38.6%
FCF/Rev LTM16.7%42.4%54.9%33.5%-3.5%45.5%38.0%
FCF/Rev 3Y Avg9.8%44.4%36.9%34.8%19.4%39.2%35.9%

Valuation

MBBCASBWTFCNICWSBFFBIZMedian
NameMarathon.Associat.Wintrust.Nicolet .Watersto.First Bu. 
Mkt Cap0.05.910.73.70.40.62.1
P/S4.73.73.77.12.53.33.7
P/Op Inc-------
P/EBIT-------
P/E36.911.611.923.912.410.612.1
P/CFO26.38.26.520.2-113.17.37.7
Total Yield2.7%11.4%10.1%4.8%11.0%11.2%10.5%
Dividend Yield0.0%2.8%1.7%0.7%2.9%1.8%1.7%
FCF Yield 3Y Avg0.3%13.2%11.2%7.1%10.1%15.7%10.6%
D/E0.60.90.40.01.10.60.6
Net D/E0.5-0.5-0.7-0.40.5-0.3-0.4

Returns

MBBCASBWTFCNICWSBFFBIZMedian
NameMarathon.Associat.Wintrust.Nicolet .Watersto.First Bu. 
1M Rtn0.9%1.5%-1.1%5.3%5.1%13.7%3.3%
3M Rtn3.3%10.4%6.0%18.8%13.5%27.0%11.9%
6M Rtn17.4%10.5%1.5%16.3%16.2%22.4%16.2%
12M Rtn49.9%34.4%29.7%38.9%60.3%57.3%44.4%
3Y Rtn47.6%85.4%96.8%111.2%72.8%124.7%91.1%
1M Excs Rtn-4.0%1.5%-2.2%4.7%4.9%11.9%3.1%
3M Excs Rtn-1.3%4.2%-0.1%13.1%9.8%23.0%7.0%
6M Excs Rtn4.9%-1.8%-10.1%5.1%2.2%10.6%3.6%
12M Excs Rtn28.0%10.5%6.4%16.0%38.4%34.6%22.0%
3Y Excs Rtn-2.4%22.0%32.8%44.7%5.5%60.5%27.4%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment77877
Total77877


Price Behavior

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MBBC Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta-0.090.220.220.280.150.13
Up Beta-0.480.02-0.060.240.250.27
Down Beta-0.220.260.500.050.18-0.31
Up Capture-9%53%27%43%25%-7%
Bmk +ve Days11223567138427
Stock +ve Days5162345105199
Down Capture25%3%10%27%-21%112%
Bmk -ve Days11212859114326
Stock -ve Days1019285291186

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MBBC
MBBC50.5%34.0%1.68-
Sector ETF (XLF)13.2%14.6%0.631.1%
Equity (SPY)23.5%12.9%1.372.1%
Gold (GLD)25.3%28.3%0.795.1%
Commodities (DBC)32.4%19.8%1.30-5.0%
Real Estate (VNQ)12.9%13.8%0.647.3%
Bitcoin (BTCUSD)-43.6%43.0%-1.215.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MBBC
MBBC10.8%39.7%0.98-
Sector ETF (XLF)11.3%18.4%0.4710.2%
Equity (SPY)13.2%17.2%0.593.7%
Gold (GLD)17.9%18.5%0.78-3.5%
Commodities (DBC)8.0%19.6%0.31-6.6%
Real Estate (VNQ)2.3%18.9%0.0212.8%
Bitcoin (BTCUSD)10.0%53.0%0.38-2.8%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MBBC
MBBC5.5%38.5%0.98-
Sector ETF (XLF)13.7%22.1%0.5710.4%
Equity (SPY)15.3%17.9%0.734.2%
Gold (GLD)11.8%16.2%0.59-2.9%
Commodities (DBC)7.4%18.0%0.33-5.4%
Real Estate (VNQ)4.9%20.7%0.2012.8%
Bitcoin (BTCUSD)58.3%66.2%0.98-1.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7152026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 630202613.3%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest3.6 days
Basic Shares Quantity2.7 Mil
Short % of Basic Shares0.4%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/13/202610-Q
12/31/202502/11/202610-Q
09/30/202511/12/202510-Q
06/30/202509/26/202510-K
03/31/202505/14/202510-Q
12/31/202402/13/202510-Q
09/30/202411/13/202410-Q
06/30/202409/26/202410-K
03/31/202405/13/202410-Q
12/31/202302/14/202410-Q
09/30/202311/14/202310-Q
06/30/202309/20/202310-K
03/31/202305/12/202310-Q
12/31/202202/14/202310-Q
09/30/202211/14/202210-Q
06/30/202209/28/202210-K
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/13/202610-Q
12/31/202502/11/202610-Q
09/30/202511/12/202510-Q
06/30/202509/26/202510-K
03/31/202505/14/202510-Q
12/31/202402/13/202510-Q
09/30/202411/13/202410-Q
06/30/202409/26/202410-K
03/31/202405/13/202410-Q
12/31/202302/14/202410-Q
09/30/202311/14/202310-Q
06/30/202309/20/202310-K
03/31/202305/12/202310-Q
12/31/202202/14/202310-Q
09/30/202211/14/202210-Q
06/30/202209/28/202210-K
03/31/202205/13/202210-Q
12/31/202102/11/202210-Q
09/30/202111/12/202110-Q
06/30/202109/28/202110-K
03/31/202105/13/202110-Q
12/31/202003/26/202110-Q

Insider Activity

Updated 6/16/2026
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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Cornish, TerrySVP and CCO401(k)Buy611202614.752193,230401,274Form
2Knopf, MichelleEVP and COO401(k)Buy611202614.751642,419285,250Form
3Zillges, Nicholas WPresident and CEO401(k)Buy611202614.751702,508754,610Form
4Spatz, NoraEVP and CAO401(k)Buy611202614.756028,880582,920Form
5Cornish, TerrySVP and CCO401(k)Buy611202614.5069310,048391,297Form
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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Cornish, TerrySVP and CCO401(k)Buy611202614.752193,230401,274Form
2Knopf, MichelleEVP and COO401(k)Buy611202614.751642,419285,250Form
3Zillges, Nicholas WPresident and CEO401(k)Buy611202614.751702,508754,610Form
4Spatz, NoraEVP and CAO401(k)Buy611202614.756028,880582,920Form
5Cornish, TerrySVP and CCO401(k)Buy611202614.5069310,048391,297Form
6Knopf, MichelleEVP and COO401(k)Buy611202614.505197,526278,038Form
7Zillges, Nicholas WPresident and CEO401(k)Buy611202614.505377,786739,355Form
8Spatz, NoraEVP and CAO401(k)Buy611202614.501,90427,608564,311Form
9Cornish, TerrySVP and CCO401(k)Buy611202614.24711,011374,439Form
10Knopf, MichelleEVP and COO401(k)Buy611202614.2454769265,680Form
11Zillges, Nicholas WPresident and CEO401(k)Buy611202614.2455783718,501Form
12Spatz, NoraEVP and CAO401(k)Buy611202614.241972,805527,116Form
13Cornish, TerrySVP and CCO401(k)Buy611202614.251161,653373,614Form
14Knopf, MichelleEVP and COO401(k)Buy611202614.25871,240265,043Form
15Zillges, Nicholas WPresident and CEO401(k)Buy611202614.25901,282718,076Form
16Spatz, NoraEVP and CAO401(k)Buy611202614.253204,559524,572Form
17Cornish, TerrySVP and CCO401(k)Buy611202613.7727372359,422Form
18Knopf, MichelleEVP and COO401(k)Buy611202613.7720275254,911Form
19Zillges, Nicholas WPresident and CEO401(k)Buy611202613.7721289692,630Form
20Spatz, NoraEVP and CAO401(k)Buy611202613.77741,019474,948Form
21Cornish, TerrySVP and CCO401(k)Buy611202613.752633,616358,534Form
22Knopf, MichelleEVP and COO401(k)Buy611202613.751972,708254,269Form
23Zillges, Nicholas WPresident and CEO401(k)Buy611202613.752032,791691,346Form
24Spatz, NoraEVP and CAO401(k)Buy611202613.757229,926500,743Form
25Zillges, Nicholas WPresident and CEODirectBuy1128202511.371,07512,223395,710Form
26Zillges, Nicholas WPresident and CEODirectBuy1114202511.001,32514,575371,005Form
27Zillges, Nicholas WPresident and CEODirectBuy61620259.995004,995335,384Form
Core Cache Last Updated: 8/6/2026