Stock Performance
+15.2%
vs benchmark
Analyst Coverage
24
3 new this quarter
Investor Meetings
86
Q2 2023
Institutional Ownership
72.5%
+2.1% YoY
Key Performance Metrics
94%
Meeting Target
88%
Engagement Score
76%
Perception Index
Analyst Recommendations
Strong Buy
42%
Buy
33%
Hold
17%
Sell
5%
Strong Sell
3%
Investor Meetings
Q1
Q2
Q3
Q4
Current
Meeting Types
Last 90 days
One-on-One
65%
Group Meetings
20%
Conferences
10%
Roadshows
5%
Ownership Breakdown
Institutional
72.5%
Retail
15.2%
Insiders
8.3%
Other
4.0%
Top 5 Institutional Holders
BlackRock Inc.
18.2%
Vanguard Group
15.1%
State Street Corp
9.3%
Fidelity Investments
7.5%
Capital Research
6.2%
Recent Investor Activity
| Investor | Type | Date | Activity | Status |
|---|---|---|---|---|
| Wellington Management | Institutional | 2023-10-15 | Quarterly Review | Completed |
| Goldman Sachs | Investment Bank | 2023-10-12 | Non-Deal Roadshow | Completed |
| T. Rowe Price | Institutional | 2023-10-08 | Site Visit | Scheduled |
| JP Morgan Conference | Group Event | 2023-10-05 | Presentation | Completed |
| Capital Group | Institutional | 2023-10-02 | Analyst Meeting | Follow-up |