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SWKH – Swk Holdings Corp

Float Short %

0.84

Margin Of Safety %

16

Put/Call OI Ratio

EPS Next Q Diff

EPS Last/This Y

1.07

EPS This/Next Y

-0.06

Price

17.48

Target Price

18.5

Analyst Recom

3

Performance Q

7.65

Relative Volume

0.28

Beta

0.3

Ticker: SWKH




18 items of 1

DateSymbolLatestP/C OIP/C VolTotal OI
2025-12-26SWKH17.13N/AN/A0
2025-12-29SWKH17.26N/AN/A0
2025-12-30SWKH17.27N/AN/A0
2025-12-31SWKH17.24N/AN/A0
2026-01-02SWKH17.26N/AN/A0
2026-01-05SWKH17.38N/AN/A0
2026-01-06SWKH17.35N/AN/A0
2026-01-07SWKH17.27N/AN/A0
2026-01-08SWKH17.48N/AN/A0
2026-01-09SWKH17.48N/AN/A0
2026-01-12SWKH17.55N/AN/A0
2026-01-13SWKH17.43N/AN/A0
2026-01-14SWKH17.41N/AN/A0
2026-01-15SWKH17.49N/AN/A0
2026-01-16SWKH17.36N/AN/A0
2026-01-20SWKH17.47N/AN/A0
2026-01-21SWKH17.41N/AN/A0
2026-01-22SWKH17.45N/AN/A0
DateSymbolLatestP/C OIP/C VolTotal OI
18 items Current Page1 of 1




18 items of 1

DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
2025-12-26SWKH17.10-3.0- 2.16
2025-12-29SWKH17.24-3.0- 2.16
2025-12-30SWKH17.13-3.0- 2.16
2025-12-31SWKH17.24-3.0- 2.16
2026-01-02SWKH17.29-3.0- 2.16
2026-01-05SWKH17.25-3.0- 2.16
2026-01-06SWKH17.28-3.0- 2.16
2026-01-07SWKH17.31-3.0- 2.16
2026-01-08SWKH17.49-3.0- 2.16
2026-01-09SWKH17.43-3.0- 2.16
2026-01-12SWKH17.48-3.0- 2.16
2026-01-13SWKH17.50-3.0- 2.16
2026-01-14SWKH17.42-3.0- 2.16
2026-01-15SWKH17.53-3.0- 2.16
2026-01-16SWKH17.38-3.0- 2.16
2026-01-20SWKH17.38-3.0- 2.16
2026-01-21SWKH17.41-3.0- 2.16
2026-01-22SWKH17.48-3.0- 2.16
DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
18 items Current Page1 of 1




18 items of 1

DateTickerInsider TransactionsInstitutional TransactionsFloat Short
2025-12-26SWKH0.00-0.390.87
2025-12-29SWKH0.00-0.390.87
2025-12-30SWKH0.00-0.390.87
2025-12-31SWKH0.00-0.390.87
2026-01-02SWKH0.00-0.390.87
2026-01-05SWKH0.00-0.370.87
2026-01-06SWKH0.00-0.370.87
2026-01-07SWKH0.00-0.370.87
2026-01-08SWKH0.00-0.370.87
2026-01-09SWKH0.00-0.370.87
2026-01-12SWKH0.00-0.370.87
2026-01-13SWKH0.00-0.370.84
2026-01-14SWKH0.00-0.370.84
2026-01-15SWKH0.00-0.370.84
2026-01-16SWKH0.00-0.370.84
2026-01-20SWKH0.00-0.640.84
2026-01-21SWKH0.00-0.640.84
2026-01-22SWKH0.00-0.640.84
DateTickerInsider TransactionsInstitutional TransactionsFloat Short
18 items Current Page1 of 1

Last Quarter Act. EPS

Avg. EPS Est. Current Quarter

0.52

Avg. EPS Est. Next Quarter

0.52

Insider Transactions

Institutional Transactions

-0.64

Beta

0.3

Average Sales Estimate Current Quarter

9

Average Sales Estimate Next Quarter

Fair Value

20.36

Quality Score

96

Growth Score

77

Sentiment Score

20

Actual DrawDown %

14.7

Max Drawdown 5-Year %

-24

Target Price

18.5

P/E

9.38

Forward P/E

8.32

PEG

P/S

4.67

P/B

0.83

P/Free Cash Flow

9.06

EPS

1.86

Average EPS Est. Cur. Y​

2.16

EPS Next Y. (Est.)

2.1

Target Price Estimates Raised

Target Price Estimates Lowered

Profit Margin

50.24

Relative Volume

0.28

Return on Equity vs Sector %

-2.6

Return on Equity vs Industry %

-0.8

EPS 1 7Days Diff

0.4

EPS 1 30Days Diff

0.43

EBIT Estimation

SWK Holdings Corporation
Sector: Financial Services
Industry: Asset Management
Employees: 9
SWK Holdings Corporation is a venture debt firm specializing in early stage, seed/startup, series-A to series-D and growth capital investments. It seeks to invest in healthcare sectors including biopharma, medical devices, diagnostics, life science tools, selective healthcare service and HIT companies; technology; software; SaaS; and green energy/sustainability. It seeks to make investments between $5 million and $20 million, it may also invest higher. SWK Holdings Corporation was incorporated in 1996 and is headquartered in Dallas, Texas. SWK Holdings Corporation operates as a subsidiary of Carlson Capital, L.P.
stock quote shares SWKH – Swk Holdings Corp Stock Price stock today
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KKR – KKR & Co. Inc

Float Short %

1.52

Margin Of Safety %

33

Put/Call OI Ratio

2.17

EPS Next Q Diff

0.07

EPS Last/This Y

1.67

EPS This/Next Y

1.59

Price

123.44

Target Price

159.25

Analyst Recom

1.52

Performance Q

-0.16

Relative Volume

0.64

Beta

1.99

Ticker: KKR




18 items of 1

DateSymbolLatestP/C OIP/C VolTotal OI
2025-12-26KKR130.41.610.54191889
2025-12-29KKR129.411.761.62184190
2025-12-30KKR128.671.771.12186990
2025-12-31KKR127.471.760.91187320
2026-01-02KKR128.911.760.32187528
2026-01-05KKR134.581.690.47191910
2026-01-06KKR135.81.660.82194559
2026-01-07KKR130.841.652.25194975
2026-01-08KKR133.631.660.19196052
2026-01-09KKR134.631.650.18196683
2026-01-12KKR133.971.733.21189206
2026-01-13KKR130.11.751.71192394
2026-01-14KKR132.141.745.29191562
2026-01-15KKR131.361.760.40194339
2026-01-16KKR131.451.651.34192201
2026-01-20KKR122.92.112.51135488
2026-01-21KKR124.352.162.69140307
2026-01-22KKR123.472.170.24143182
DateSymbolLatestP/C OIP/C VolTotal OI
18 items Current Page1 of 1




18 items of 1

DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
2025-12-26KKR130.396.73447.95.14
2025-12-29KKR129.406.73266.75.14
2025-12-30KKR128.686.73339.15.14
2025-12-31KKR127.476.73204.05.14
2026-01-02KKR128.916.74008.95.14
2026-01-05KKR134.586.75281.75.14
2026-01-06KKR135.806.73889.45.14
2026-01-07KKR130.816.72255.95.14
2026-01-08KKR133.605.84363.45.14
2026-01-09KKR134.645.83833.15.14
2026-01-12KKR133.952.43374.15.14
2026-01-13KKR130.102.42513.35.14
2026-01-14KKR132.10-2.54156.25.14
2026-01-15KKR131.28-2.53335.35.14
2026-01-16KKR131.45-5.23598.15.14
2026-01-20KKR122.86-6.41113.05.14
2026-01-21KKR124.33-6.44065.25.14
2026-01-22KKR123.44-7.73258.25.14
DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
18 items Current Page1 of 1




18 items of 1

DateTickerInsider TransactionsInstitutional TransactionsFloat Short
2025-12-26KKR-7.910.131.74
2025-12-29KKR-7.030.151.74
2025-12-30KKR-7.030.151.74
2025-12-31KKR-7.030.151.74
2026-01-02KKR-7.030.151.74
2026-01-05KKR-7.030.141.74
2026-01-06KKR-7.030.141.74
2026-01-07KKR-7.030.141.74
2026-01-08KKR-7.030.141.74
2026-01-09KKR-7.030.141.74
2026-01-12KKR-7.030.121.74
2026-01-13KKR-7.030.121.52
2026-01-14KKR-7.030.121.52
2026-01-15KKR-7.030.121.52
2026-01-16KKR-7.030.121.52
2026-01-20KKR-7.030.011.52
2026-01-21KKR-7.030.011.52
2026-01-22KKR-7.030.011.52
DateTickerInsider TransactionsInstitutional TransactionsFloat Short
18 items Current Page1 of 1

Last Quarter Act. EPS

1.41

Avg. EPS Est. Current Quarter

1.41

Avg. EPS Est. Next Quarter

1.48

Insider Transactions

-7.03

Institutional Transactions

0.01

Beta

1.99

Average Sales Estimate Current Quarter

2231

Average Sales Estimate Next Quarter

2316

Fair Value

164.71

Quality Score

60

Growth Score

90

Sentiment Score

35

Actual DrawDown %

27.6

Max Drawdown 5-Year %

-47.9

Target Price

159.25

P/E

52.61

Forward P/E

18.43

PEG

0.93

P/S

6.22

P/B

4.04

P/Free Cash Flow

13.24

EPS

2.35

Average EPS Est. Cur. Y​

5.14

EPS Next Y. (Est.)

6.73

Target Price Estimates Raised

1

Target Price Estimates Lowered

Profit Margin

12.75

Relative Volume

0.64

Return on Equity vs Sector %

-3.9

Return on Equity vs Industry %

-2.2

EPS 1 7Days Diff

EPS 1 30Days Diff

-0.01

EBIT Estimation

3258.2
KKR & Co. Inc.
Sector: Financial Services
Industry: Asset Management
Employees: 4834
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market, and middle market investments. The firm considers investments in all industries with a focus on software, fintech, data and information, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; biopharmaceutical; medical device; health care services; life science tools/diagnostics; health care information technology sub-sectors; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Israel, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. For middle market private equity it seeks to invest in companies with enterprise values between $500 million and $5000 million and EBITDA between $50 million to $250 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority position. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in May 1, 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Middle East and Asia Pacific.
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CRBG – Corebridge Financial Inc.

Float Short %

6.02

Margin Of Safety %

34

Put/Call OI Ratio

4.45

EPS Next Q Diff

0.24

EPS Last/This Y

0.64

EPS This/Next Y

0.86

Price

30.52

Target Price

37.69

Analyst Recom

1.81

Performance Q

-5.1

Relative Volume

0.61

Beta

1.07

Ticker: CRBG




18 items of 1

DateSymbolLatestP/C OIP/C VolTotal OI
2025-12-26CRBG30.582.520.0722348
2025-12-29CRBG30.452.5227.9522350
2025-12-30CRBG30.282.601.0022944
2025-12-31CRBG30.162.606.2022950
2026-01-02CRBG30.382.617.5023015
2026-01-05CRBG31.062.611.1923026
2026-01-06CRBG31.032.600.9223091
2026-01-07CRBG30.122.593.9123176
2026-01-08CRBG30.772.6116.0023293
2026-01-09CRBG31.092.630.1223404
2026-01-12CRBG30.512.632.2023403
2026-01-13CRBG30.032.630.4123417
2026-01-14CRBG30.512.570.3623243
2026-01-15CRBG30.462.560.5223262
2026-01-16CRBG30.52.551.2723251
2026-01-20CRBG29.424.711.0012903
2026-01-21CRBG30.074.700.0712921
2026-01-22CRBG30.534.451.1613054
DateSymbolLatestP/C OIP/C VolTotal OI
18 items Current Page1 of 1




18 items of 1

DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
2025-12-26CRBG30.58-7.7- 4.37
2025-12-29CRBG30.44-7.7- 4.37
2025-12-30CRBG30.29-7.7- 4.37
2025-12-31CRBG30.16-7.7- 4.37
2026-01-02CRBG30.38-7.7- 4.37
2026-01-05CRBG31.06-7.7- 4.37
2026-01-06CRBG31.02-7.7- 4.37
2026-01-07CRBG30.12-8.1- 4.37
2026-01-08CRBG30.76-8.1- 4.37
2026-01-09CRBG31.08-8.1- 4.37
2026-01-12CRBG30.52-8.1- 4.37
2026-01-13CRBG30.03-9.3- 4.37
2026-01-14CRBG30.52-9.3- 4.37
2026-01-15CRBG30.45-9.8- 4.37
2026-01-16CRBG30.50-9.8- 4.37
2026-01-20CRBG29.43-9.4- 4.37
2026-01-21CRBG30.07-9.4- 4.37
2026-01-22CRBG30.52-9.4- 4.37
DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
18 items Current Page1 of 1




18 items of 1

DateTickerInsider TransactionsInstitutional TransactionsFloat Short
2025-12-26CRBG-35.862.552.16
2025-12-29CRBG-35.862.652.16
2025-12-30CRBG-35.862.652.16
2025-12-31CRBG-35.862.652.16
2026-01-02CRBG-35.862.652.16
2026-01-05CRBG-35.862.682.16
2026-01-06CRBG-35.872.682.16
2026-01-07CRBG-35.872.682.16
2026-01-08CRBG-35.872.682.16
2026-01-09CRBG-35.872.682.16
2026-01-12CRBG-35.872.692.16
2026-01-13CRBG-35.872.696.02
2026-01-14CRBG-35.872.696.02
2026-01-15CRBG-35.872.696.02
2026-01-16CRBG-35.872.696.02
2026-01-20CRBG-35.872.676.02
2026-01-21CRBG-35.872.676.02
2026-01-22CRBG-35.872.676.02
DateTickerInsider TransactionsInstitutional TransactionsFloat Short
18 items Current Page1 of 1

Last Quarter Act. EPS

0.96

Avg. EPS Est. Current Quarter

1.13

Avg. EPS Est. Next Quarter

1.2

Insider Transactions

-35.87

Institutional Transactions

2.67

Beta

1.07

Average Sales Estimate Current Quarter

5142

Average Sales Estimate Next Quarter

4880

Fair Value

41.04

Quality Score

54

Growth Score

56

Sentiment Score

37

Actual DrawDown %

16.5

Max Drawdown 5-Year %

Target Price

37.69

P/E

17.52

Forward P/E

5.83

PEG

0.7

P/S

0.87

P/B

1.47

P/Free Cash Flow

9.82

EPS

1.74

Average EPS Est. Cur. Y​

4.37

EPS Next Y. (Est.)

5.23

Target Price Estimates Raised

Target Price Estimates Lowered

Profit Margin

5.45

Relative Volume

0.61

Return on Equity vs Sector %

-4.2

Return on Equity vs Industry %

-2.4

EPS 1 7Days Diff

EPS 1 30Days Diff

-0.03

EBIT Estimation

Corebridge Financial Inc.
Sector: Financial Services
Industry: Asset Management
Employees: 5200
Corebridge Financial, Inc. provides retirement solutions and insurance products in the United States. The company operates through Individual Retirement, Group Retirement, Life Insurance, and Institutional Markets segments. The Individual Retirement segment provides fixed annuities, fixed index and registered index linked, and variable annuities. The Group Retirement segment offers in-plan products and services comprising open architecture recordkeeping platform that allows plan participants to allocate money to a variety of mutual fund options or a fixed interest account; flexible group variable and fixed annuity; and in-plan investment advisory services. It also provides out-of-plan products and services, including proprietary and non-proprietary annuities; investment advisory solutions, such as fiduciary fee-based investments; and brokerage services for non-proprietary variable annuity, securities, life insurance, mutual funds, and 529 plans. The Life Insurance segment offers term, whole, index universal, and guaranteed universal life insurance products. The Institutional Markets segment provides defined contribution and bank-owned life insurance stable value wraps, structured settlement and pension risk transfer annuities, corporate and bank owned life insurance, private placement variable universal life and annuities products, and guaranteed investment contracts. The company was formerly known as SAFG Retirement Services, Inc. Corebridge Financial, Inc. was incorporated in 1998 and is headquartered in Houston, Texas.
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ARES – Ares Management Corporation

Float Short %

4.6

Margin Of Safety %

-17

Put/Call OI Ratio

2.26

EPS Next Q Diff

0.23

EPS Last/This Y

3.02

EPS This/Next Y

1.47

Price

161.54

Target Price

195.06

Analyst Recom

1.95

Performance Q

7.6

Relative Volume

0.65

Beta

1.53

Ticker: ARES




18 items of 1

DateSymbolLatestP/C OIP/C VolTotal OI
2025-12-26ARES168.821.563.5037562
2025-12-29ARES169.151.561.1937589
2025-12-30ARES163.191.552.5237575
2025-12-31ARES161.591.551.2037582
2026-01-02ARES166.311.551.1337765
2026-01-05ARES172.11.501.0239348
2026-01-06ARES175.971.484.6141552
2026-01-07ARES170.831.562.8844014
2026-01-08ARES175.731.571.7744176
2026-01-09ARES175.831.560.3844270
2026-01-12ARES174.261.561.1044283
2026-01-13ARES169.21.563.1244425
2026-01-14ARES169.931.561.8944302
2026-01-15ARES169.511.5620.9844463
2026-01-16ARES169.742.000.7049927
2026-01-20ARES163.142.610.0538236
2026-01-21ARES162.382.174.1640421
2026-01-22ARES161.542.261.5943255
DateSymbolLatestP/C OIP/C VolTotal OI
18 items Current Page1 of 1




18 items of 1

DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
2025-12-26ARES168.8538.9- 5.06
2025-12-29ARES169.1538.9- 5.06
2025-12-30ARES163.2338.9- 5.06
2025-12-31ARES161.6438.9- 5.06
2026-01-02ARES166.3338.9- 5.06
2026-01-05ARES172.1138.9- 5.06
2026-01-06ARES176.0538.9- 5.06
2026-01-07ARES170.8638.9- 5.06
2026-01-08ARES175.7438.8- 5.06
2026-01-09ARES175.8338.8- 5.06
2026-01-12ARES174.2938.3- 5.06
2026-01-13ARES169.2738.4- 5.06
2026-01-14ARES170.0038.4- 5.06
2026-01-15ARES169.5338.4- 5.06
2026-01-16ARES169.6937.8- 5.06
2026-01-20ARES163.1437.8- 5.06
2026-01-21ARES162.3237.8- 5.06
2026-01-22ARES161.5437.8- 5.06
DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
18 items Current Page1 of 1




18 items of 1

DateTickerInsider TransactionsInstitutional TransactionsFloat Short
2025-12-26ARES-48.89-0.154.97
2025-12-29ARES-48.89-0.244.97
2025-12-30ARES-48.89-0.244.97
2025-12-31ARES-48.89-0.244.97
2026-01-02ARES-48.89-0.244.97
2026-01-05ARES-48.89-0.264.97
2026-01-06ARES-48.89-0.264.97
2026-01-07ARES-48.89-0.264.97
2026-01-08ARES-48.89-0.264.97
2026-01-09ARES-48.89-0.264.97
2026-01-12ARES-48.91-0.284.97
2026-01-13ARES-48.89-0.284.60
2026-01-14ARES-48.89-0.284.60
2026-01-15ARES-48.89-0.284.60
2026-01-16ARES-48.89-0.284.60
2026-01-20ARES-48.89-0.204.60
2026-01-21ARES-48.89-0.204.60
2026-01-22ARES-48.89-0.204.60
DateTickerInsider TransactionsInstitutional TransactionsFloat Short
18 items Current Page1 of 1

Last Quarter Act. EPS

1.19

Avg. EPS Est. Current Quarter

1.71

Avg. EPS Est. Next Quarter

1.42

Insider Transactions

-48.89

Institutional Transactions

-0.2

Beta

1.53

Average Sales Estimate Current Quarter

1375

Average Sales Estimate Next Quarter

1173

Fair Value

134.25

Quality Score

60

Growth Score

96

Sentiment Score

34

Actual DrawDown %

19.4

Max Drawdown 5-Year %

-40

Target Price

195.06

P/E

68.81

Forward P/E

24.62

PEG

0.97

P/S

8.69

P/B

7.95

P/Free Cash Flow

18.68

EPS

2.35

Average EPS Est. Cur. Y​

5.06

EPS Next Y. (Est.)

6.54

Target Price Estimates Raised

2

Target Price Estimates Lowered

Profit Margin

8.42

Relative Volume

0.65

Return on Equity vs Sector %

-20.8

Return on Equity vs Industry %

-19

EPS 1 7Days Diff

EPS 1 30Days Diff

EBIT Estimation

Ares Management Corporation
Sector: Financial Services
Industry: Asset Management
Employees: 3891
Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm prefers to invest between $1 million and $400 million in companies having EBITDA between $10 million and $250 million and debt investment value between $10 million and $100 million. The firm was previously known as Ares Management, L.P. Ares Management Corporation was founded in 1997 and is headquartered in Los Angeles, California with additional offices in the United States, Europe and Asia. Ares Management GP LLC is the general partner of the company.
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VRTS – Virtus Investment Partners, Inc.

Float Short %

3.63

Margin Of Safety %

32

Put/Call OI Ratio

EPS Next Q Diff

-1.55

EPS Last/This Y

8.14

EPS This/Next Y

-0.04

Price

169.12

Target Price

181.25

Analyst Recom

3.5

Performance Q

-4.62

Relative Volume

0.77

Beta

1.46

Ticker: VRTS




18 items of 1

DateSymbolLatestP/C OIP/C VolTotal OI
2025-12-26VRTS166.51N/AN/A0
2025-12-29VRTS164.85N/AN/A0
2025-12-30VRTS164.4N/AN/A0
2025-12-31VRTS163.36N/AN/A0
2026-01-02VRTS162.62N/AN/A0
2026-01-05VRTS167.3N/AN/A0
2026-01-06VRTS169.7N/AN/A0
2026-01-07VRTS166.42N/AN/A0
2026-01-08VRTS171.58N/AN/A0
2026-01-09VRTS174.23N/AN/A0
2026-01-12VRTS175.61N/AN/A0
2026-01-13VRTS168.83N/AN/A0
2026-01-14VRTS169.74N/AN/A0
2026-01-15VRTS169.88N/AN/A0
2026-01-16VRTS169.24N/AN/A0
2026-01-20VRTS163.13N/AN/A0
2026-01-21VRTS167.65N/AN/A0
2026-01-22VRTS169.13N/AN/A0
DateSymbolLatestP/C OIP/C VolTotal OI
18 items Current Page1 of 1




18 items of 1

DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
2025-12-26VRTS166.62-11.1- 25.33
2025-12-29VRTS164.91-11.1- 25.33
2025-12-30VRTS164.44-11.1- 25.33
2025-12-31VRTS162.76-11.1- 25.33
2026-01-02VRTS162.54-11.1- 25.33
2026-01-05VRTS167.31-11.1- 25.33
2026-01-06VRTS169.00-11.1- 25.33
2026-01-07VRTS166.59-11.1- 25.33
2026-01-08VRTS171.38-11.1- 25.33
2026-01-09VRTS174.04-11.1- 25.33
2026-01-12VRTS175.01-11.1- 25.33
2026-01-13VRTS169.00-11.1- 25.33
2026-01-14VRTS169.89-11.1- 25.33
2026-01-15VRTS170.12-11.1- 25.33
2026-01-16VRTS169.29-11.1- 25.33
2026-01-20VRTS163.32-12.2- 25.33
2026-01-21VRTS167.71-12.2- 25.33
2026-01-22VRTS169.12-12.2- 25.33
DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
18 items Current Page1 of 1




18 items of 1

DateTickerInsider TransactionsInstitutional TransactionsFloat Short
2025-12-26VRTS-0.692.933.54
2025-12-29VRTS-0.692.933.54
2025-12-30VRTS-0.692.933.54
2025-12-31VRTS-0.692.933.54
2026-01-02VRTS-0.692.933.54
2026-01-05VRTS-0.692.923.54
2026-01-06VRTS-0.692.923.54
2026-01-07VRTS-0.692.923.54
2026-01-08VRTS-0.692.923.54
2026-01-09VRTS-0.692.923.54
2026-01-12VRTS-0.702.883.54
2026-01-13VRTS-0.692.883.69
2026-01-14VRTS-0.692.883.69
2026-01-15VRTS-0.692.883.69
2026-01-16VRTS-0.692.883.69
2026-01-20VRTS-0.693.073.69
2026-01-21VRTS-0.693.073.69
2026-01-22VRTS-0.693.073.63
DateTickerInsider TransactionsInstitutional TransactionsFloat Short
18 items Current Page1 of 1

Last Quarter Act. EPS

6.69

Avg. EPS Est. Current Quarter

6.67

Avg. EPS Est. Next Quarter

5.14

Insider Transactions

-0.69

Institutional Transactions

3.07

Beta

1.46

Average Sales Estimate Current Quarter

194

Average Sales Estimate Next Quarter

188

Fair Value

224

Quality Score

73

Growth Score

57

Sentiment Score

6

Actual DrawDown %

50.1

Max Drawdown 5-Year %

-54.7

Target Price

181.25

P/E

8.69

Forward P/E

6.7

PEG

3.09

P/S

1.34

P/B

1.25

P/Free Cash Flow

4.71

EPS

19.48

Average EPS Est. Cur. Y​

25.33

EPS Next Y. (Est.)

25.29

Target Price Estimates Raised

Target Price Estimates Lowered

Profit Margin

15.93

Relative Volume

0.77

Return on Equity vs Sector %

3.3

Return on Equity vs Industry %

5.1

EPS 1 7Days Diff

-0.1

EPS 1 30Days Diff

-0.13

EBIT Estimation

Virtus Investment Partners, Inc
Sector: Financial Services
Industry: Asset Management
Employees: 805
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1995 and is based in Hartford, Connecticut.
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VCTR – Victory Capital Holdings, Inc.

Float Short %

5.38

Margin Of Safety %

-4

Put/Call OI Ratio

6.52

EPS Next Q Diff

-0.02

EPS Last/This Y

0.87

EPS This/Next Y

0.67

Price

69.17

Target Price

71.5

Analyst Recom

2.14

Performance Q

6.27

Relative Volume

1.03

Beta

1.05

Ticker: VCTR




18 items of 1

DateSymbolLatestP/C OIP/C VolTotal OI
2025-12-26VCTR64.282.130.00644
2025-12-29VCTR64.142.12999.99645
2025-12-30VCTR63.722.12999.99645
2025-12-31VCTR63.122.12999.99645
2026-01-02VCTR64.052.13999.99647
2026-01-05VCTR65.522.13999.99647
2026-01-06VCTR66.942.140.00651
2026-01-07VCTR662.050.00661
2026-01-08VCTR67.781.971.00669
2026-01-09VCTR68.731.960.00669
2026-01-12VCTR68.981.96999.99669
2026-01-13VCTR67.11.961.00670
2026-01-14VCTR65.751.932.00664
2026-01-15VCTR67.211.93999.99667
2026-01-16VCTR67.871.97999.99677
2026-01-20VCTR66.956.630.00488
2026-01-21VCTR69.446.520.12489
2026-01-22VCTR69.196.520.12489
DateSymbolLatestP/C OIP/C VolTotal OI
18 items Current Page1 of 1




18 items of 1

DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
2025-12-26VCTR64.2914.3- 6.23
2025-12-29VCTR64.1014.3- 6.23
2025-12-30VCTR63.7714.3- 6.23
2025-12-31VCTR63.1014.3- 6.23
2026-01-02VCTR64.0914.3- 6.23
2026-01-05VCTR65.5214.3- 6.23
2026-01-06VCTR66.9714.3- 6.23
2026-01-07VCTR66.0314.3- 6.23
2026-01-08VCTR67.9714.5- 6.23
2026-01-09VCTR68.7314.5- 6.23
2026-01-12VCTR68.9414.5- 6.23
2026-01-13VCTR67.0714.5- 6.23
2026-01-14VCTR65.7614.5- 6.23
2026-01-15VCTR67.2614.5- 6.23
2026-01-16VCTR67.8913.5- 6.23
2026-01-20VCTR66.9513.6- 6.23
2026-01-21VCTR69.4513.6- 6.23
2026-01-22VCTR69.1713.6- 6.23
DateTickerPriceCurrent Quarter Growth EstimateEBIT EstimationAverage EPS Estimate Current Year
18 items Current Page1 of 1




18 items of 1

DateTickerInsider TransactionsInstitutional TransactionsFloat Short
2025-12-26VCTR0.0011.685.89
2025-12-29VCTR0.0011.685.89
2025-12-30VCTR0.0011.685.89
2025-12-31VCTR0.0011.685.89
2026-01-02VCTR0.0011.685.89
2026-01-05VCTR0.0011.715.44
2026-01-06VCTR0.0011.715.44
2026-01-07VCTR0.0011.715.44
2026-01-08VCTR0.0011.715.44
2026-01-09VCTR0.0011.715.44
2026-01-12VCTR0.0011.705.44
2026-01-13VCTR0.0011.705.37
2026-01-14VCTR0.0011.705.37
2026-01-15VCTR0.0011.705.37
2026-01-16VCTR0.0011.705.37
2026-01-20VCTR0.0010.865.38
2026-01-21VCTR0.0010.865.38
2026-01-22VCTR0.0010.865.38
DateTickerInsider TransactionsInstitutional TransactionsFloat Short
18 items Current Page1 of 1

Last Quarter Act. EPS

1.63

Avg. EPS Est. Current Quarter

1.66

Avg. EPS Est. Next Quarter

1.61

Insider Transactions

Institutional Transactions

10.86

Beta

1.05

Average Sales Estimate Current Quarter

370

Average Sales Estimate Next Quarter

366

Fair Value

66.36

Quality Score

90

Growth Score

95

Sentiment Score

75

Actual DrawDown %

5.8

Max Drawdown 5-Year %

-45.2

Target Price

71.5

P/E

17.64

Forward P/E

10.04

PEG

0.88

P/S

3.8

P/B

1.88

P/Free Cash Flow

13.61

EPS

3.92

Average EPS Est. Cur. Y​

6.23

EPS Next Y. (Est.)

6.9

Target Price Estimates Raised

1

Target Price Estimates Lowered

Profit Margin

21.95

Relative Volume

1.03

Return on Equity vs Sector %

-0.7

Return on Equity vs Industry %

1

EPS 1 7Days Diff

EPS 1 30Days Diff

-0.02

EBIT Estimation

Victory Capital Holdings, Inc.
Sector: Financial Services
Industry: Asset Management
Employees: 460
Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. The company offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. It also provides various investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds (ETF), institutional separate accounts, variable insurance products, alternative investments, private closed end funds, and a 529 education savings plan; and third-party investment products, such as mutual funds, third-party ETF model strategies, retail separately managed accounts, unified managed accounts, collective investment trusts, and undertakings for the collective investment in transferable securities. In addition, the company offers investment management services, fund administration services, fund transfer agent services, and fund distribution services. Victory Capital Holdings, Inc. was incorporated in 2013 and is based in San Antonio, Texas.
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