$86.32▼ −1.76 · −2.0%from $88.08 the session before · Sep 30, 2026 close · end of day
Open
$87.16
High
$87.49
Low
$85.72
Day's range
$1.82.0% of the previous close
VWAP
$86.43close −0.13% from it
Volume, shares
4.89M1.47× the 20-session average
Traded, $
$423.0M
Trades
52.9K92 shares per trade
Previous close
$88.08−1.76 to the close
Market cap
$49.75Bat the close of Sep 30
Day range34% of the way up
$85.72$87.49
52-week range50% of the way up
$76.49 May 11$96.29 Jul 7
−10% from the high · +13% from the low
Options
No listed options on EW
Close $ · S&P 500 rebased to the first close126 sessions to Sep 30 · axis fixed at 4 × ATR-14 around the last close · hover or tap a session and the read beside the chart follows it
consolidated · latest filed Aug 4, 2026 · SEC filings
Revenue $1.74B, +14% on a year earlier; profit $241.9M, −27% in the Jun 2026 quarter, consolidated.
Last 8 quarters, consolidatedUS dollars as filed · year on year against the same quarter a year earlier · market: close on the first session after the filing against the last close before it, S&P 500 over the same session
Quarterly results of EW on the consolidated basis with the market's move on the first session after each filing
Quarter
Revenue $
Revenue YoY
Profit $
Profit YoY
EPS $
Market on the day
Jun 2026filed Aug 4
$1.74B
▲ +14%
$241.9M
▼ −27%
0.42
▼ −0.7%S&P 500 −0.2% · −0.5 pp
Mar 2026filed May 6
$1.65B
▲ +17%
$380.7M
▲ +6.3%
0.66
▼ −0.5%S&P 500 −0.3% · −0.2 pp
Dec 2025filed Feb 25
$1.57B
▲ +13%
$91.2M
▼ −76%
0.16
—not reached
Sep 2025filed Nov 5
$1.55B
▲ +15%
$291.1M
▼ −91%
0.50
—not reached
Jun 2025filed Aug 4
$1.53B
▲ +12%
$333.2M
▼ −9.0%
0.56
▼ −0.7%S&P 500 −0.2% · −0.5 pp
Mar 2025filed May 6
$1.41B
▲ +6.2%
$358.0M
▲ +1.7%
0.61
▼ −0.5%S&P 500 −0.3% · −0.2 pp
Dec 2024filed Feb 28
$1.39B
▲ +9.4%
$385.6M
▲ +4.2%
0.65
—not reached
Sep 2024filed Nov 5
$1.35B
▲ +8.9%
$3.07B
▲ +700%
5.13
—not reached
By fiscal yearfiscal years as filed in the 10-K · named by the year the fiscal year ends
Financial-year results of EW on the consolidated basis, summed from the quarters filed
Year
Revenue $
Revenue YoY
Profit $
Profit YoY
EPS $
FY25to Dec 2025
$6.07B
▲ +12%
$1.07B
▼ −74%
1.83
FY24to Dec 2024
$5.44B
▲ +8.6%
$4.17B
▲ +200%
6.97
FY23to Dec 2023
$5.01B
▲ +12%
$1.40B
▼ −7.8%
2.30
FY22to Dec 2022
$4.46B
▼ −15%
$1.52B
▲ +1.3%
2.44
FY21to Dec 2021
$5.23B
▲ +19%
$1.50B
—
2.38
Fundamentals
consolidated · filings to Jun 2026 · close $86.32 on Sep 30
EW trades at 50 times trailing earnings, 4.7 times book value, revenue +15% over twelve months, market cap $49.75B.
Valuation
Market cap
$49.75Bon Sep 30
Price to earnings
50consolidated · four quarters to Jun 2026
Trailing EPS
$1.74diluted · consolidated · four quarters to Jun 2026
Price to book
4.7consolidated · balance sheet to Jun 2026
Book value a share
$18.42consolidated · balance sheet to Jun 2026
Debt to equity
—
Return on equity
9.5%trailing profit over average equity · consolidated
Dividend yield
—
Price to sales
7.6market cap over revenue, four quarters to Jun 2026
Shares outstanding
576Mon Sep 30
Growthsums of the four quarters filed to Jun 2026 · growth against the four quarters before them · consolidated
Revenue, trailing 12 months
$6.51Bfour quarters to Jun 2026
Revenue growth, 12 months
▲ +15%against the twelve months before
Revenue 3-year CAGR
▲ +8.0%trailing twelve months against the twelve months 3 years earlier · consolidated
Profit, trailing 12 months
$1.00Bfour quarters to Jun 2026
Profit growth, 12 months
▼ −76%against the twelve months before
Profit 3-year CAGR
—
Shareholding
quarter to Jun 2026 · SEC Form 13F
13F managers hold 180% of shares, BlackRock, Inc. the largest at 20%, VANGUARD CAPITAL MANAGEMENT LLC 13% and VANGUARD PORTFOLIO MANAGEMENT LLC 9.2%, as filed for the quarter to Jun 2026.
20.4%13.1%9.2%135.2%
BlackRock, Inc. 20.4%
VANGUARD CAPITAL MANAGEMENT LLC 13.1%
VANGUARD PORTFOLIO MANAGEMENT LLC 9.2%
Other 13F managers 135.2%
Held by 13F managers
180%of shares outstanding
Shares held
1.03B+0.65% on Mar 2026 among managers filing both
Managers holding
1,2531,198 a quarter earlier
Largest holder
20%BlackRock, Inc.
Largest 10 holderspercent of shares outstanding · change in shares against the previous quarter
Largest 13F holders of EW
Manager
Shares
Of outstanding
Value
Change on quarter
BlackRock, Inc.
118M
20%
$10.64B
+12.4M
VANGUARD CAPITAL MANAGEMENT LLC
75.2M
13%
$6.81B
—
VANGUARD PORTFOLIO MANAGEMENT LLC
52.8M
9.2%
$4.78B
—
STATE STREET CORP
52.6M
9.1%
$4.76B
+51.1K
JPMORGAN CHASE & CO
45.6M
7.9%
$4.15B
—
WELLINGTON MANAGEMENT GROUP LLP
33.7M
5.8%
$3.04B
−10.4M
GEODE CAPITAL MANAGEMENT, LLC
30.9M
5.4%
$2.78B
+4.61M
Bank of New York Mellon Corp
28.2M
4.9%
$2.55B
−5.31M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
26M
4.5%
$2.35B
+382K
Ninety One UK Ltd
24.7M
4.3%
$2.23B
−117K
Insider tradesSEC Forms 3, 4 and 5 · the latest 10
No open-market insider buying or selling in the last 90 days.
EW insider trades
Insider
Trade
Shares
Price
Held after
Lippis Daniel J.Officer
sold · Jun 30, 2026
619
$91.40
40,411
Lippis Daniel J.Officer
exercised · Jun 30, 2026
619
$72.68
41,030
Zovighian Bernard JDirector,Officer
sold · Jun 17, 2026
523
$87.92
11,517
Dahl Andrew M.Officer
sold · May 29, 2026
568
$86.08
15,334
BOBO DONALD E JROfficer
sold · May 27, 2026
23,145
$86.42
98,611
Chopra DaveenOfficer
sold · May 22, 2026
1,500
$84.60
44,324
BOBO DONALD E JROfficer
sold · May 15, 2026
8,000
$81.82
30,970
BOBO DONALD E JROfficer
sold · May 15, 2026
9,968
$82.07
22,798
Lippis Daniel J.Officer
exercised · May 18, 2026
620
$72.68
41,031
Lippis Daniel J.Officer
sold · May 18, 2026
620
$81.14
40,411
Corporate actions
exchange records
No corporate action on record for EW yet.
Price history
131 sessions on record · to Sep 30 · end of day
EW is −4.9% over 20 sessions against the S&P 500's +0.1%, 10% below its 52-week high, realised volatility 27% annualised.
Returns against S&P 500longest window first · S&P 500 over the same sessions
Returns of the stock and S&P 500 over six windows, longest first
Window
From $
EW %
S&P 500 %
Difference pp
120 sessionssince Apr 9
$79.15
▲ +9.1%
▲ +12%
−3.1
60 sessionssince Jul 7
$94.82
▼ −9.0%
▲ +2.0%
−11
20 sessionssince Sep 1
$90.74
▼ −4.9%
▲ +0.11%
−5.0
5 sessionssince Sep 23
$86.82
▼ −0.58%
▼ −0.67%
+0.09
1 sessionsince Sep 29
$88.08
▼ −2.0%
▼ −0.21%
−1.8
Averages of the closeclose against each average
5-session average
$86.65close −0.38% from it
20-session average
$87.44close −1.3% from it
50-session average
$88.44close −2.4% from it
Range and volumetrue range over 14 sessions · high to low over 20 · volume against the 20-session average
Average true range, 14
$2.22.5% of the close
Average day's range, 20
$2.02.3% of the close
Volume against 20 sessions
1.47×4.89M vs 3.44M average
Volatility and co-movement with S&P 500annualised from daily returns
Realised volatility, 20
27%≈ ±1.7% a session · moved more than that on 5 of 20
Realised volatility, 60
24%≈ ±1.5% a session · moved more than that on 14 of 60
Beta to S&P 500, 60
0.05moved with S&P 500 on 28 of 60 sessions
Up and down sessionscloses above and below the previous close
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