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$66.40 -2.19 (-3.19%) Earnings today
Market Cap
$5.39B
Shares
78.56M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$68.59 Open$67.85 Day$66.05–69.06 52W$51.06–77.45 Avg vol 30d911K Short int4.4M · 5.6% float · 5.2d Short vol53% Last earningsJul 29, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 30

Up next

Earnings call today
Jul 29, 2026 Today
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol High
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +4%
      above
      Price vs 50-day avg +3%
      above
      RSI (14) 54
      neutral
      MACD trend Positive
      52-week position 66%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return +6%
      trailing
      6-month return −3%
      trailing
      YTD return +1%
      this year
      Relative strength −11%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $67 › 200d $66 — 50d above 200d
      Institutional flow Distributing
      106 of 401 funds reported for Jun 30 · net -479.4K sh shares · +13 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      5.55% of float · ▲ +1.1% MoM · 5.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      401 holders — near 3-yr high, broad support
      Squeeze score 80
      high risk · 0–100
      Fundamentals
      Excellent
      Free cash flow $540.0M
      Buyback $248.0M
      remaining
      Balance sheet $508.6M
      net cash
      Quant / Vol
      risk profile
      High
      Volatility 37%
      annualized · 1-yr
      Max drawdown −33%
      past year
      ATR 4.2%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Mar 31, 2025
      Non-compensation expense growth · full-year 2025 Initiated 15%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 3 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +4% Bullish
      Price vs 50-day avg
      +3% Bullish
      RSI (14)
      54 Neutral
      MACD trend
      Positive Bullish
      52-week position
      66% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $67 › 200d $66 — 50d above 200d
      Institutional flow Distributing
      106 of 401 funds reported for Jun 30 · net -479.4K sh shares · +13 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      5.55% of float · ▲ +1.1% MoM · 5.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      401 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $51 Now $69 · 66% 52-wk high $77
      vs 200-day avg +4% vs 50-day avg +3%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Average price of open market repurchases $59.78 first quarter of 2026
      Capital returned to shareholders $171.4M first quarter of 2026
      Cash and short-term investments $353.7M first quarter of 2026
      Open market repurchases 0.9M first quarter of 2026
      Regular quarterly dividend $0.65 first quarter of 2026
      Shares repurchased 1.9M first quarter of 2026
      Adjusted pre-tax margin non-GAAP 21.5% full year 2025
      Managing Directors on platform 178 As of the date of this release

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Capital Markets — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      MC
      Moelis & Co
      this stock
      $5.39B +0.8% 5.6%
      MS
      Morgan Stanley
      $333.72B +19.8% +5.5% 19.2 1.1%
      GS
      Goldman Sachs Group Inc
      $304.84B +18.2% +8.9% 18.9 2.1%
      SCHW
      Schwab Charles Corp
      $184.30B +6.4% -9.3% 21.1 1.3%
      HOOD
      Robinhood Markets, Inc.
      $83.53B -18.0% +51.6% 45.0 4.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      407
      % held
      95.6%
      Reported
      106 of 401
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      350
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      4.4M
      Days to cover
      5.2d
      Change
      +48.4K sh
      View
      Short Volume
      Short vol %
      53%
      As of
      Jul 28, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      12.3K
      Value
      $776.5K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      48.0%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Donna Shalala
      Amount
      $1.0K–$15.0K
      Traded
      Jan 9, 2019
      View
      Financials
      Financials
      Net income (FY)
      $2.8M
      View
      Buybacks
      Authorized
      $300.0M
      Remaining
      $248.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Jun 30, 2026
      This year
      7
      View
      Proposed Sales
      Value
      $172.1K
      Shares
      2.8K
      Filed
      Feb 19, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 29, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      MC +2.3% +6.4% -3.3% +4.9% +0.8%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY +3.3% +6.4% -10.8% +5.6% -7.9%

      Capital returns

      Latest dividend
      $0.65 / share · ex May 11, 2026
      Raised 8.3%
      Paid (TTM)
      $2.60 / share · 4 payouts
      Dividend yield (TTM, derived)
      3.79%
      Buyback program · as of Mar 31, 2026
      Authorized
      $300.00M
      Spent (derived)
      $52.02M
      Remaining
      $247.97M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1596967 CUSIP 60786M105 13F (30d) 102 filings 99 filers Visit website Investor relations