Neptune Insurance (NP)
Market Price (7/2/2026): $34.07 | Market Cap: $4.7 BilSector: Financials | Industry: Insurance Brokers
Neptune Insurance (NP)
Market Price (7/2/2026): $34.07Market Cap: $4.7 BilSector: FinancialsIndustry: Insurance Brokers
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 44% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 32%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30% Megatrend and thematic driversMegatrends include AI in Financial Services, and Fintech & Digital Payments. Themes include AI for Fraud Detection, and Digital Payments. | Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% Weak multi-year price returns2Y Excs Rtn is -30%, 3Y Excs Rtn is -66% | Expensive valuation multiplesP/SPrice/Sales ratio is 28x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 68x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 87x, P/EPrice/Earnings or Price/(Net Income) is 135x Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 11% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.5% Key risksNP key risks include [1] significant geographic concentration of policies in catastrophe-prone states, Show more. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 44% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 32%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30% |
| Megatrend and thematic driversMegatrends include AI in Financial Services, and Fintech & Digital Payments. Themes include AI for Fraud Detection, and Digital Payments. |
| Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% |
| Weak multi-year price returns2Y Excs Rtn is -30%, 3Y Excs Rtn is -66% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 28x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 68x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 87x, P/EPrice/Earnings or Price/(Net Income) is 135x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.5% |
| Key risksNP key risks include [1] significant geographic concentration of policies in catastrophe-prone states, Show more. |
Qualitative Assessment
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Updated on 7/1/2026
Neptune Insurance (NP) stock has gained about 40% since 3/31/2026 because of the following key factors:
1. Neptune Insurance reported strong financial results for fiscal Q1 2026 (ended March 31, 2026), which were announced on April 22, 2026. The company posted a 29% revenue growth to $37.8 million, a 21% increase in Adjusted net income to $13.4 million, and a 26% rise in Written Premium to $86.7 million. Additionally, Neptune raised its full-year 2026 revenue outlook to $195 million and maintained its Adjusted EBITDA margin forecast between 60% and 61%, signaling continued growth.
2. The company initiated a significant $100 million share repurchase program in fiscal Q2 2026. Approved on April 21, 2026, this program authorized the repurchase of up to $100 million of its Class A common stock. This strategic capital allocation measure demonstrated confidence in the company's valuation and aimed to enhance shareholder value.
Show more
Neptune Insurance (NP) stock has gained about 40% since 3/31/2026 because of the following key factors:
1. Neptune Insurance reported strong financial results for fiscal Q1 2026 (ended March 31, 2026), which were announced on April 22, 2026. The company posted a 29% revenue growth to $37.8 million, a 21% increase in Adjusted net income to $13.4 million, and a 26% rise in Written Premium to $86.7 million. Additionally, Neptune raised its full-year 2026 revenue outlook to $195 million and maintained its Adjusted EBITDA margin forecast between 60% and 61%, signaling continued growth.
2. The company initiated a significant $100 million share repurchase program in fiscal Q2 2026. Approved on April 21, 2026, this program authorized the repurchase of up to $100 million of its Class A common stock. This strategic capital allocation measure demonstrated confidence in the company's valuation and aimed to enhance shareholder value.
Show more
Updated on 7/1/2026
Neptune Insurance (NP) stock has gained about 40% since 3/31/2026 because of the following key factors:
1. Neptune Insurance reported strong financial results for fiscal Q1 2026 (ended March 31, 2026), which were announced on April 22, 2026. The company posted a 29% revenue growth to $37.8 million, a 21% increase in Adjusted net income to $13.4 million, and a 26% rise in Written Premium to $86.7 million. Additionally, Neptune raised its full-year 2026 revenue outlook to $195 million and maintained its Adjusted EBITDA margin forecast between 60% and 61%, signaling continued growth.
2. The company initiated a significant $100 million share repurchase program in fiscal Q2 2026. Approved on April 21, 2026, this program authorized the repurchase of up to $100 million of its Class A common stock. This strategic capital allocation measure demonstrated confidence in the company's valuation and aimed to enhance shareholder value.
3. Neptune expanded its product offerings and advanced its AI technology, strengthening its market position. In May 2026, Neptune announced it had surpassed 300,000 policies in force and $400 million in premium in force, driven by its digital AI-native underwriting platform, Triton®. Furthermore, in May 2026, Neptune launched Atlas+, an AI-powered platform designed to assist insurance agents, with early feedback indicating direct policy sales from these interactions. In June 2026, the company significantly increased building coverage limits to $15 million across all primary and excess flood policies, up from a previous cap of $7 million for residential properties, and introduced enhanced coverages, expanding its addressable market.
4. Positive analyst coverage and inclusion in key market indices boosted investor confidence. Wells Fargo initiated coverage on Neptune Insurance with an "Overweight" rating and a $35 price target on June 30, 2026, highlighting the company's 38% revenue growth, 55% gross margins, and potential benefits from the privatization of the National Flood Insurance Program. The stock also benefited from its inclusion in multiple Russell indexes, including the Russell 2000 Growth, Russell 2000 Value, and Russell 3000E Growth, which typically triggers passive fund inflows.
Show less
Neptune Insurance (NP) stock has gained about 40% since 3/31/2026 because of the following key factors:
1. Neptune Insurance reported strong financial results for fiscal Q1 2026 (ended March 31, 2026), which were announced on April 22, 2026. The company posted a 29% revenue growth to $37.8 million, a 21% increase in Adjusted net income to $13.4 million, and a 26% rise in Written Premium to $86.7 million. Additionally, Neptune raised its full-year 2026 revenue outlook to $195 million and maintained its Adjusted EBITDA margin forecast between 60% and 61%, signaling continued growth.
2. The company initiated a significant $100 million share repurchase program in fiscal Q2 2026. Approved on April 21, 2026, this program authorized the repurchase of up to $100 million of its Class A common stock. This strategic capital allocation measure demonstrated confidence in the company's valuation and aimed to enhance shareholder value.
3. Neptune expanded its product offerings and advanced its AI technology, strengthening its market position. In May 2026, Neptune announced it had surpassed 300,000 policies in force and $400 million in premium in force, driven by its digital AI-native underwriting platform, Triton®. Furthermore, in May 2026, Neptune launched Atlas+, an AI-powered platform designed to assist insurance agents, with early feedback indicating direct policy sales from these interactions. In June 2026, the company significantly increased building coverage limits to $15 million across all primary and excess flood policies, up from a previous cap of $7 million for residential properties, and introduced enhanced coverages, expanding its addressable market.
4. Positive analyst coverage and inclusion in key market indices boosted investor confidence. Wells Fargo initiated coverage on Neptune Insurance with an "Overweight" rating and a $35 price target on June 30, 2026, highlighting the company's 38% revenue growth, 55% gross margins, and potential benefits from the privatization of the National Flood Insurance Program. The stock also benefited from its inclusion in multiple Russell indexes, including the Russell 2000 Growth, Russell 2000 Value, and Russell 3000E Growth, which typically triggers passive fund inflows.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 40.8% change in NP stock from 3/31/2026 to 7/1/2026 was primarily driven by a 0.0% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 7012026 | Change |
|---|---|---|---|
| Stock Price ($) | 24.19 | 34.06 | 40.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 160 | � | 0.0% |
| Net Income Margin (%) | 23.4% | � | 0.0% |
| P/E Multiple | 89.3 | � | 0.0% |
| Shares Outstanding (Mil) | 138 | 135 | 2.2% |
| Cumulative Contribution | 0.0% |
Market Drivers
3/31/2026 to 7/1/2026| Return | Correlation | |
|---|---|---|
| NP | 40.8% | |
| Market (SPY) | 14.7% | -12.9% |
| Sector (XLF) | 11.0% | 17.3% |
Fundamental Drivers
The 16.8% change in NP stock from 12/31/2025 to 7/1/2026 was primarily driven by a 0.0% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 7012026 | Change |
|---|---|---|---|
| Stock Price ($) | 29.16 | 34.06 | 16.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| Net Income Margin (%) | � | � | 0.0% |
| P/E Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 138 | 135 | 2.1% |
| Cumulative Contribution | 0.0% |
Market Drivers
12/31/2025 to 7/1/2026| Return | Correlation | |
|---|---|---|
| NP | 16.8% | |
| Market (SPY) | 9.7% | 6.1% |
| Sector (XLF) | 0.5% | 30.8% |
Fundamental Drivers
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Market Drivers
6/30/2025 to 7/1/2026| Return | Correlation | |
|---|---|---|
| NP | 6.4% | |
| Market (SPY) | 21.7% | 8.7% |
| Sector (XLF) | 5.9% | 29.5% |
Fundamental Drivers
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Market Drivers
6/30/2023 to 7/1/2026| Return | Correlation | |
|---|---|---|
| NP | 6.4% | |
| Market (SPY) | 74.2% | 8.7% |
| Sector (XLF) | 69.8% | 29.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NP Return | -13% | -29% | 0% | 0% | -9% | 8% | -40% |
| Peers Return | 25% | 9% | 14% | 24% | -9% | -12% | 56% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 100% |
Monthly Win Rates [3] | |||||||
| NP Win Rate | 50% | 17% | 0% | 0% | 8% | 67% | |
| Peers Win Rate | 60% | 48% | 52% | 67% | 50% | 23% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| NP Max Drawdown | -25% | -34% | 0% | 0% | -28% | -41% | |
| Peers Max Drawdown | -18% | -20% | -17% | -15% | -26% | -22% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: WTW, ERIE, MRSH, AON, AJG.
[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 7/1/2026 (YTD)
How Low Can It Go
| Event | NP | S&P 500 |
|---|---|---|
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -10.1% | -12.2% |
| % Gain to Breakeven | 11.2% | 13.9% |
| Time to Breakeven | 41 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -37.0% | -17.9% |
| % Gain to Breakeven | 58.8% | 21.8% |
| Time to Breakeven | 73 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -19.2% | -15.4% |
| % Gain to Breakeven | 23.8% | 18.2% |
| Time to Breakeven | 10 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -88.5% | -53.4% |
| % Gain to Breakeven | 773.2% | 114.4% |
| Time to Breakeven | 1072 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -24.0% | -8.6% |
| % Gain to Breakeven | 31.6% | 9.5% |
| Time to Breakeven | 2134 days | 47 days |
In The Past
Neptune Insurance's stock fell -7.0% during the 2016-2017 Trump Reflation Bond Selloff. Such a loss loss requires a 7.6% gain to breakeven.
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| Event | NP | S&P 500 |
|---|---|---|
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -37.0% | -17.9% |
| % Gain to Breakeven | 58.8% | 21.8% |
| Time to Breakeven | 73 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -88.5% | -53.4% |
| % Gain to Breakeven | 773.2% | 114.4% |
| Time to Breakeven | 1072 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -24.0% | -8.6% |
| % Gain to Breakeven | 31.6% | 9.5% |
| Time to Breakeven | 2134 days | 47 days |
In The Past
Neptune Insurance's stock fell -7.0% during the 2016-2017 Trump Reflation Bond Selloff. Such a loss loss requires a 7.6% 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 Neptune Insurance (NP)
Neptune Insurance (NP) operates as a specialty materials company, primarily engaged in two distinct business segments: Technical Products and Fine Paper & Packaging. The company develops and manufactures a wide array of specialized materials, catering to diverse industrial and consumer markets across North America and Europe.
The Technical Products segment focuses on performance-based materials for critical applications. Its offerings include advanced filtration media for transportation and water purification, various industrial tapes, and coated lightweight abrasive papers for automotive, construction, and woodworking industries. This segment also produces specialized papers for digital transfer, labels, tags, medical packaging, security, and release liners, serving customers that require high-performance, engineered solutions.
Conversely, the Fine Paper & Packaging segment provides aesthetically rich and functional paper products. This includes premium writing, text, and cover papers for commercial printing, corporate identity, and advertising. The company also offers a comprehensive range of packaging products for retail, cosmetics, spirits, and electronics markets, alongside bright papers for direct mail, advertising, and scrapbooking. Additionally, it supplies cardstock, stationery, art papers, and specialized optical scanning papers, reaching customers in commercial printing, luxury branding, and consumer stationery sectors.
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The key risks to Neptune Insurance Holdings Inc. (symbol: NP) are as follows:
- Reliance on Capacity Providers: Neptune Insurance Holdings Inc. operates as a managing general agent (MGA), underwriting and administering insurance policies on behalf of a diverse panel of insurance and reinsurance companies, referred to as capacity providers. The company does not take any balance sheet insurance risk or have claims handling responsibility related to the policies it sells. Therefore, Neptune's business is highly dependent on its relationships with these capacity providers and their willingness to continue taking on flood policies.
- Regulatory Scrutiny and Changes in Flood Insurance Programs: Neptune operates in the specialized flood insurance market, which is significantly influenced by government programs like the National Flood Insurance Program (NFIP) run by the U.S. Federal Emergency Management Agency (FEMA). The company faces scrutiny regarding its business model and the impact of its artificial intelligence-driven underwriting on insurance costs. Potential changes in FEMA's Risk 2.0 initiative or the role of the NFIP could impact Neptune's growth opportunities and market penetration.
- Accuracy and Transparency of AI Underwriting and Pricing: There are concerns regarding Neptune's reliance on its in-house AI underwriting platform, "Triton," particularly whether the company can adequately explain its inputs, how premiums are calculated, and if customers can challenge or understand the premiums they are paying. Lack of transparency or perceived unfairness in AI-driven pricing could lead to regulatory challenges, reputational damage, or customer distrust.
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Neptune Insurance Holdings Inc. (symbol: NP) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Expansion into adjacent insurance markets: Neptune Insurance is diversifying its product offerings beyond flood insurance. The company has launched a beta indemnity earthquake product and provides parametric earthquake insurance, indicating a strategic move to tap into new market segments and offer more comprehensive coverage options.
- Continued growth in the specialized U.S. flood insurance market: As a prominent player in the U.S. flood insurance market, Neptune Insurance is well-positioned to capitalize on the increasing demand for specialized flood and catastrophe coverage, driven by climate-related risks. The company has consistently achieved record new business sales and maintains strong policy retention rates, which are crucial for sustained revenue expansion.
- Leveraging proprietary AI platforms and data science for enhanced underwriting and operational efficiency: Neptune Insurance utilizes its proprietary AI platforms, Triton for underwriting and Poseidon for policy management, along with advanced data science. This technological advantage supports its asset-light business model, enabling efficient and accurate underwriting and policy administration. This operational efficiency is a significant factor in driving scalable and profitable growth.
- Broadening distribution networks and strengthening capacity provider relationships: The company's strategy includes actively onboarding new agents and expanding its diversified panel of capacity providers. As of October 2025, Neptune had grown its panel to 39 capacity providers across seven programs. This expansion of distribution channels and partnerships directly contributes to an increase in written premiums, which is a primary driver of Neptune's commission revenue.
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 244.47 |
| Mkt Cap | 43.9 |
| Rev LTM | 12,435 |
| Op Inc LTM | 2,727 |
| FCF LTM | 1,862 |
| FCF 3Y Avg | 2,633 |
| CFO LTM | 2,015 |
| CFO 3Y Avg | 2,835 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.9% |
| Rev Chg 3Y Avg | 10.3% |
| Rev Chg Q | 8.0% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Inc Chg LTM | 8.9% |
| Op Inc Chg 3Y Avg | 10.5% |
| Op Mgn LTM | 23.4% |
| Op Mgn 3Y Avg | 22.3% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 19.0% |
| CFO/Rev 3Y Avg | 18.9% |
| FCF/Rev LTM | 17.9% |
| FCF/Rev 3Y Avg | 17.6% |
Price Behavior
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NP Betas & Captures as of 6/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.41 | -1.21 | -0.37 | 0.36 | 0.36 | 0.08 |
| Up Beta | 3.33 | 2.42 | 1.82 | 1.36 | 1.05 | 0.16 |
| Down Beta | -3.17 | -2.92 | -3.07 | -0.26 | 0.24 | 0.05 |
| Up Capture | -135% | -42% | 13% | 27% | 10% | 1% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 13 | 22 | 34 | 61 | 91 | 91 |
| Down Capture | -296% | -303% | -213% | 32% | 29% | 15% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 8 | 19 | 29 | 64 | 96 | 96 |
[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 NP | |
|---|---|---|---|---|
| NP | 37.5% | 70.7% | 0.89 | - |
| Sector ETF (XLF) | 5.9% | 14.6% | 0.17 | 29.5% |
| Equity (SPY) | 21.8% | 12.5% | 1.30 | 8.7% |
| Gold (GLD) | 21.7% | 27.7% | 0.69 | 2.6% |
| Commodities (DBC) | 21.4% | 18.6% | 0.90 | -12.6% |
| Real Estate (VNQ) | 13.0% | 13.7% | 0.65 | 17.7% |
| Bitcoin (BTCUSD) | -45.0% | 42.6% | -1.28 | 21.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NP | |
|---|---|---|---|---|
| NP | -2.2% | 53.5% | 0.09 | - |
| Sector ETF (XLF) | 10.6% | 18.6% | 0.44 | 33.6% |
| Equity (SPY) | 13.5% | 17.1% | 0.61 | 21.9% |
| Gold (GLD) | 17.4% | 18.3% | 0.77 | 1.2% |
| Commodities (DBC) | 6.8% | 19.5% | 0.25 | -4.5% |
| Real Estate (VNQ) | 2.8% | 18.8% | 0.05 | 22.1% |
| Bitcoin (BTCUSD) | 11.9% | 53.7% | 0.41 | 19.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NP | |
|---|---|---|---|---|
| NP | -3.0% | 39.0% | 0.02 | - |
| Sector ETF (XLF) | 13.5% | 22.2% | 0.56 | 51.2% |
| Equity (SPY) | 15.4% | 18.0% | 0.73 | 42.6% |
| Gold (GLD) | 11.9% | 16.1% | 0.60 | -0.0% |
| Commodities (DBC) | 5.6% | 18.0% | 0.24 | 13.3% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.22 | 40.1% |
| Bitcoin (BTCUSD) | 56.6% | 66.3% | 0.97 | 13.9% |
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Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/22/2026 | -3.2% | -7.7% | -2.9% |
| 2/18/2026 | 12.7% | 17.4% | 22.3% |
| 11/12/2025 | -1.2% | -7.8% | 9.3% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 2 |
| # Negative | 2 | 2 | 1 |
| Median Positive | 12.7% | 17.4% | 15.8% |
| Median Negative | -2.2% | -7.7% | -2.9% |
| Max Positive | 12.7% | 17.4% | 22.3% |
| Max Negative | -3.2% | -7.8% | -2.9% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/22/2026 | -3.2% | -7.7% | -2.9% |
| 2/18/2026 | 12.7% | 17.4% | 22.3% |
| 11/12/2025 | -1.2% | -7.8% | 9.3% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 2 |
| # Negative | 2 | 2 | 1 |
| Median Positive | 12.7% | 17.4% | 15.8% |
| Median Negative | -2.2% | -7.7% | -2.9% |
| Max Positive | 12.7% | 17.4% | 22.3% |
| Max Negative | -3.2% | -7.8% | -2.9% |
Insider Activity
Updated 5/19/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bsiv, Hold 101, LP | Direct | Sell | 5192026 | 26.40 | 688,403 | 18,173,839 | 376,271,755 | Form | |
| 2 | Ftv, Vii, LP | See footnotes | Sell | 5192026 | 26.40 | 787,806 | 20,798,078 | 430,604,618 | Form | |
| 3 | Bsiv, Hold 101, LP | Direct | Sell | 5192026 | 26.40 | 4,589,351 | 121,158,866 | 394,445,594 | Form | |
| 4 | Ftv, Vii, LP | See footnotes | Sell | 5192026 | 26.40 | 5,252,044 | 138,653,962 | 451,402,697 | Form | |
| 5 | Burgess, Trevor R | CEO & Chairman of the Board | Direct | Buy | 3132026 | 18.71 | 50,000 | 935,345 | 38,965,799 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bsiv, Hold 101, LP | Direct | Sell | 5192026 | 26.40 | 688,403 | 18,173,839 | 376,271,755 | Form | |
| 2 | Ftv, Vii, LP | See footnotes | Sell | 5192026 | 26.40 | 787,806 | 20,798,078 | 430,604,618 | Form | |
| 3 | Bsiv, Hold 101, LP | Direct | Sell | 5192026 | 26.40 | 4,589,351 | 121,158,866 | 394,445,594 | Form | |
| 4 | Ftv, Vii, LP | See footnotes | Sell | 5192026 | 26.40 | 5,252,044 | 138,653,962 | 451,402,697 | Form | |
| 5 | Burgess, Trevor R | CEO & Chairman of the Board | Direct | Buy | 3132026 | 18.71 | 50,000 | 935,345 | 38,965,799 | Form |
| 6 | Vostrizansky, Michael Warren | Direct | Buy | 2242026 | 21.50 | 23,000 | 494,415 | 494,415 | Form | |
| 7 | Steiner, James | CFO and Secretary | Direct | Buy | 11142025 | 20.00 | 119,050 | 2,381,000 | 87,694,300 | Form |
| 8 | Carlon, Jonathan Winant | Direct | Buy | 11142025 | 20.00 | 5,000 | 100,000 | 13,070,000 | Form | |
| 9 | Burgess, Trevor R | CEO & Chairman of the Board | Direct | Buy | 11142025 | 20.00 | 50,000 | 1,000,000 | 40,659,280 | Form |
| 10 | Ftv, Vii, LP | See footnotes | Sell | 10032025 | 18.75 | 678,019 | 12,712,856 | 419,074,331 | Form | |
| 11 | Bsiv, Hold 101, LP | Direct | Sell | 10032025 | 18.75 | 820,123 | 15,377,306 | 366,196,350 | Form |
Industry Resources
| Financials Resources |
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