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Prologis, Inc. (PLDGP) Stock Price & Analysis

Prologis, Inc. (PLDGP) — price $51.22 (+1.89%), as of the Oct 5, 2026 trading session; market cap $39.2B.

Educational signal · not a buy or sell recommendation · How to read this

$51.22 +$0.95 (+1.89%) Market Cap $39.2B

Prologis, Inc. · PLDGP · Real Estate · REIT - Industrial

Prologis, Inc. is a self-administered and self-managed REIT and is the sole general partner of Prologis, L.P. through which it holds substantially all of its assets.

Price as of Oct 5, 2026

Key Statistics

No publishable V2 score is available for this stock yet.

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$51.22
Change on the day+1.89%
52-week range$50.25–$59.00
Market capitalisation$39.2B
Price / earnings (trailing)28.65
Shares traded on the day1.3K
Beta (volatility vs the S&P 500)1.34
Dividends per share (last 12 months)$4.27
Dividend yield (last 12 months)8.34%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 5, 2026: low $50, high $57, latest $51. 4 reported quarters marked. $57 $50 high $57 Oct 14, 2025 · Earnings results · no recorded estimate to compare · close $561Jan 19, 2026 · Earnings results · no recorded estimate to compare · close $552Apr 14, 2026 · Earnings results · no recorded estimate to compare · close $533Jul 29, 2026 · Earnings results · no recorded estimate to compare · close $524 Sep 5, 2025 Oct 5, 2026 · $51 $56Sep 5, 2025$55Sep 19, 2025$55Oct 3, 2025$56Oct 17, 2025$55Oct 31, 2025$55Nov 14, 2025$56Nov 28, 2025$56Dec 12, 2025$57Dec 26, 2025$55Jan 9, 2026$55Jan 23, 2026$53Feb 6, 2026$52Feb 20, 2026$53Mar 6, 2026$53Mar 20, 2026$52Apr 2, 2026$53Apr 17, 2026$53May 1, 2026$53May 15, 2026$53May 29, 2026$54Jun 12, 2026$53Jun 26, 2026$53Jul 10, 2026$52Jul 24, 2026$52Aug 7, 2026$51Aug 21, 2026$51Sep 4, 2026$51Sep 18, 2026$50Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results
  • · Earnings results
  • · Earnings results
  • · Earnings results

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Other perspectives

Council score for Prologis (PLDGP): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Legends Council

3 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Englander-style lens (simulated) Izzy Englander Unfavorable read
Klarman-style lens (simulated) Seth Klarman Unfavorable read
Moon AI lens (model) Neutral read

Read on: Sep 30, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Fairly Valued
Profit Margin Strong
Revenue Growth Neutral
Debt/Equity Weak
ROE Neutral
Gross Margin Strong

Read on: Sep 30, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 30, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the PLDGP film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Prologis (PLDGP), and what does it report?

Short answer · as of

Prologis, Inc. is a self-administered and self-managed REIT and is the sole general partner of Prologis, L.P. through which it holds substantially all of its assets. Real Estate / REIT Industrial SEC filing business address: Pier 1 BAY 1, SAN Francisco, CA, 94111. It employs 2,802 people and is led by Daniel S. Letter. In Q2 FY2026 it reported revenue of $2.43B and net income of $1.06B. The market values it at $39.2B.

2 · Latest results

What do the latest results show for Prologis (PLDGP)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $2.43B.

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$2.43B Jun 30, 2026
Latest quarter · SG&A
$0.00 Jun 30, 2026
Latest quarter · FMP standardized operating result
$959.69M Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$2.43BNot available$0.00$959.69M
Mar 31, 2026$2.30BNot available$0.00$827.03M
Dec 31, 2025$2.25BNot available$136.88M$852.36M
Sep 30, 2025$2.21BNot available$119.39M$892.59M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$2.43B Jul 29, 2026
Latest report · revenue estimate
$2.16B Jul 29, 2026
Latest report · revenue vs estimate
Above estimate Jul 29, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Jul 29, 2026$2.43B$2.16B$1.1400Not available
Apr 14, 2026$2.30B$2.12B$1.0500Not available
Jan 19, 2026$2.25B$2.09B$1.5100Not available
Oct 14, 2025$2.21BNot available$0.8590Not available

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$2.43B$1.06B$1.13 (diluted)
Q1 FY2026$2.30B$982M$1.05 (diluted)
Q4 FY2025$2.25B$1.40B$1.49 (diluted)
Q3 FY2025$2.21B$764M$0.82 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Prologis (PLDGP)?

Short answer

Cash and short-term investments were $1.77B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $1.35B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway. The distress and quality screens read Altman Z 0.85 · Piotroski F 6. Trailing ratios: ROE 7.9% · ROA 4.2% · current ratio 0.70 · earnings yield 3.3% · free-cash-flow yield 4.1%.

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$1.35B Jun 30, 2026
Previous quarter · operating cash flow
$1.29B Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026$1.35BProvider sign conflict
Mar 31, 2026$1.29B−$149.88M
Dec 31, 2025$1.16B$0.00
Sep 30, 2025$1.45B$0.00

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

The records behind this page

Insider activity

Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026

Transactions
58
Identified insiders
17
Purchases
0
Sales
2
Other transactions
56

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
0.0% Period end Jun 30, 2026
Previous quarter · ownership
0.0% Prior to period end Jun 30, 2026
Reporting holders
1 Period end Jun 30, 2026
Previous quarter · holders
1 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Asset Planning,INC731

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Prologis (PLDGP)?

Read these with our analysis →

What Investors Ask About Prologis (PLDGP) — Real Estate

These answers are editorial: they are written from question templates that restate figures shown above. They are not part of the source register.

Is PLDGP a good stock to buy?

Stock Expert AI does not rate PLDGP buy, sell or hold. Prologis, Inc. has no MoonshotScore yet; read the financial checkup, analyst consensus and risks directly. Whether it fits is your call: check what it sells, whether it earns and what the price assumes. This is educational content, not investment advice.

What is the PLDGP stock price today?

The last price recorded on this page for Prologis, Inc. (PLDGP) is $51.22, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What are the key factors to evaluate for PLDGP?

Evaluate PLDGP on fundamentals, analyst consensus, and risk factors. P/E: 28.65x. **E-commerce Fulfillment Expansion:** The ongoing global surge in e-commerce continues to drive robust demand for modern logistics facilities. Not financial advice.

How frequently does PLDGP data refresh on this page?

PLDGP's price is the last quote we recorded, from the Oct 5, 2026 trading session. Pages are served from a cache, so the copy you are reading can lag that quote. The quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 is recalculated from the most recent completed US trading session; the score's own date shows its last successful run.

What has driven PLDGP's recent stock price performance?

Prologis, Inc. (PLDGP) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global market leadership in logistics real estate with extensive portfolio. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider PLDGP overvalued or undervalued right now?

Prologis, Inc. (PLDGP) trades at 28.65x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

How do I research PLDGP before investing?

Before investing in Prologis, Inc. (PLDGP), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Why might investors consider adding PLDGP to a portfolio?

Key strength of Prologis, Inc. (PLDGP): Global market leadership in logistics real estate with extensive portfolio. Weigh rewards against risks and diversify. Not financial advice.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Machine-generated analysis by Stock Expert AI — model gemini-2.5-flash, generated Jun 14, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources — records for every figure on this page (63 figures)

The 63 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 1 fact from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
id.hqSEC filing business addressPier 1 BAY 1, SAN Francisco, CA, 94111OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "Pier 1, San Francisco, CA, 94111, US".

FMP — 57 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$51.22FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T18:44:22.826Z.
px.changeChange on the day+1.89%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalization$39.2BFMPFinancial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-05. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
id.business_summaryBusiness description (FMP excerpt)Prologis, Inc. is a self-administered and self-managed REIT and is the sole general partner of Prologis, L.P. through which it holds substantially all of its assets.FMPFinancial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation
px.change_absChange on the day, in dollars+$0.95FMPFinancial Modeling Prep (FMP) · quote
px.range5252-week range$50.25–$59.00FMPFinancial Modeling Prep (FMP) quote
px.pePrice / earnings (trailing)28.65FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day1.3KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta1.34FMPFinancial Modeling Prep (FMP) company profile
id.sectorSector / industry (provider taxonomy)Real Estate / REIT IndustrialFMPFinancial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 6798 — Real Estate Investment Trusts.
id.employeesEmployees2,802FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
id.ceoChief executiveDaniel S. LetterFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
fin.q_revenueRevenue, Q2 FY2026$2.43BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
fin.q_incomeNet income, Q2 FY2026$1.06BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
id.founderFounder named in the filingHamid R. Moghadam — Co-Founder & Executive ChairmanFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $4.76B, net result $2.94B; FY2022 revenue $5.97B, net result $3.36B; FY2023 revenue $8.02B, net result $3.06B; FY2024 revenue $8.20B, net result $3.73B; FY2025 revenue $8.79B, net result $3.41BFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsStrategic Capital Segment $592.35M · Real Estate Operations Segment $8.20BFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)29.1%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$2.43BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.sga_kSG&A — period end 2026-06-30$0.00Period end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$959.69MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$2.30BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.sga_kSG&A — period end 2026-03-31$0.00Period end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$827.03MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$2.25BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.sga_kSG&A — period end 2025-12-31$136.88MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$852.36MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.revenue_kRevenue — period end 2025-09-30$2.21BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.sga_kSG&A — period end 2025-09-30$119.39MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.operating_result_kFMP standardized operating result — period end 2025-09-30$892.59MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-07-29.revenue_actualRevenue · reported — report date 2026-07-29$2.43BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-29.revenue_estimatedRevenue · estimate — report date 2026-07-29$2.16BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-29.eps_actualEPS · reported — report date 2026-07-29$1.1400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-14.revenue_actualRevenue · reported — report date 2026-04-14$2.30BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-14.revenue_estimatedRevenue · estimate — report date 2026-04-14$2.12BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-14.eps_actualEPS · reported — report date 2026-04-14$1.0500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-19.revenue_actualRevenue · reported — report date 2026-01-19$2.25BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-19.revenue_estimatedRevenue · estimate — report date 2026-01-19$2.09BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-19.eps_actualEPS · reported — report date 2026-01-19$1.5100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-14.revenue_actualRevenue · reported — report date 2025-10-14$2.21BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-14.eps_actualEPS · reported — report date 2025-10-14$0.8590Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$1.77BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$1.35BFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30$1.35BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31$1.29BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$149.88MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31$1.16BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31$0.00Period end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$1.45BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30$0.00Period end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
own.insidersInsider transactions via FMP58 transactions · 0 purchases, 2 sales, 56 other transactions · 17 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership0.0%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership0.0%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders1FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders1FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesAsset Planning,INC — shares in provider snapshot731FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 2 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.scoresDistress and quality screensAltman Z 0.85 · Piotroski F 6UNRECORDEDStored financial-scores observation — Captured 2026-07-28 · Expired observation
fin.ratiosReturn and yield ratios (trailing twelve months)ROE 7.9% · ROA 4.2% · current ratio 0.70 · earnings yield 3.3% · free-cash-flow yield 4.1%—UNRECORDEDStored key metrics — Date unknown

COMPUTED — 3 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$4.27COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months8.34%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-07-29.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($2.43B) with the recorded estimate ($2.16B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.sga_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.sga_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.sga_k, fin.q_table.depth.2025-12-31.operating_result_k, fin.q_table.depth.2025-09-30.revenue_k, fin.q_table.depth.2025-09-30.sga_k, fin.q_table.depth.2025-09-30.operating_result_k.
  2. Earnings-history note. Source series as of 2026-07-29. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-07-29.revenue_actual, earn.history.depth.2026-07-29.revenue_estimated, earn.history.depth.2026-07-29.revenue_actual.comparison, earn.history.depth.2026-07-29.eps_actual, earn.history.depth.2026-04-14.revenue_actual, earn.history.depth.2026-04-14.revenue_estimated, earn.history.depth.2026-04-14.eps_actual, earn.history.depth.2026-01-19.revenue_actual, earn.history.depth.2026-01-19.revenue_estimated, earn.history.depth.2026-01-19.eps_actual, earn.history.depth.2025-10-14.revenue_actual, earn.history.depth.2025-10-14.eps_actual.
  3. Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m, fin.opcf.depth.2025-09-30.operating_cash_flow_m, fin.opcf.depth.2025-09-30.capex_m.
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Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
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How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.