IR
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 52.5 | P/B | 3.10 |
| EPS (TTM) | 1.46 | Dividend | 0.10% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital World Investors | 31.2M | 0.3% | +6% |
| Capital Research Global Investors | 29.5M | 0.4% | +51% |
| BlackRock, Inc. | 29.3M | 0.0% | −2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 24.4M | n/a | n/a |
| Fidelity Management | 21.0M | 0.1% | +190% |
| FRANKLIN RESOURCES INC | 16.9M | 0.3% | +8% |
Top institutional owners for IR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 05 | Satpathy Aurobind | BUY | 12K | +$1M |
| APR 15 | Reynal Vicente | SELL | 30K | −$3M |
1 insider buy, 1 sell in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.