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Held by 947 of 5,944 reporting institutions (99th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.04B 100.0% | $8.46B 100.0% | $8.31B 100.0% | $7.90B 100.0% | $5.78B 100.0% | $5.47B 100.0% | $5.60B 100.0% | $7.79B 100.0% | $7.45B 100.0% | $7.52B 100.0% |
| Operating Income | $2.13B 23.5% | $1.74B 20.6% | $1.63B 19.6% | $1.37B 17.4% | $1.42B 24.6% | $1.59B 29.0% | $1.53B 27.2% | $2.85B 36.6% | $2.90B 39.0% | $2.94B 39.1% |
| Interest Expense | $808.0M 8.9% | $738.0M 8.7% | $666.0M 8.0% | $513.0M 6.5% | $918.0M 15.9% | $634.0M 11.6% | $621.0M 11.1% | $963.0M 12.4% | $901.0M 12.1% | $888.0M 11.8% |
| Interest & Investment Income | — | — | — | $4.0M 0.1% | $12.0M 0.2% | $9.0M 0.2% | $15.0M 0.3% | $6.0M 0.1% | $2.0M 0.0% | $3.0M 0.0% |
| Other Income (Expense), net | $151.0M 1.7% | $114.0M 1.3% | -$40.0M -0.5% | $54.0M 0.7% | $15.0M 0.3% | $2.0M 0.0% | $14.0M 0.2% | $396.0M 5.1% | -$88.0M -1.2% | $502.0M 6.7% |
| Pretax Income | $1.47B 16.3% | $1.12B 13.2% | $924.0M 11.1% | $915.0M 11.6% | $521.0M 9.0% | $954.0M 17.4% | $919.0M 16.4% | $2.29B 29.4% | $1.91B 25.7% | $2.55B 33.9% |
| Income Tax Expense | $291.0M 3.2% | $228.0M 2.7% | $184.0M 2.2% | $201.0M 2.5% | $503.0M 8.7% | $314.0M 5.7% | $183.0M 3.3% | $458.0M 5.9% | $784.0M 10.5% | $648.0M 8.6% |
| Net Income | $1.18B 13.1% | $888.0M 10.5% | $740.0M 8.9% | $756.0M 9.6% | -$1.48B -25.6% | $1.47B 26.8% | $1.75B 31.2% | $1.83B 23.5% | $1.13B 15.1% | $1.90B 25.3% |
| Per Share | ||||||||||
| EPS (Basic) | $1.60 | $1.20 | $1.00 | $1.03 | $-1.93 | $1.91 | $2.39 | $2.59 | $1.64 | $2.80 |
| EPS (Diluted) | $1.59 | $1.20 | $1.00 | $1.02 | $-1.93 | $1.91 | $2.37 | $2.58 | $1.64 | $2.79 |
| Weighted Avg Shares (Basic) | 739.4M | 737.8M | 737.0M | 736.0M | 762.9M | 768.6M | 728.5M | 704.4M | 685.2M | 677.6M |
| Weighted Avg Shares (Diluted) | 743.3M | 739.9M | 738.2M | 736.9M | 764.8M | 769.4M | 736.8M | 708.6M | 687.3M | 680.4M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage falling year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $794M dividends + $0 buybacks = $794M returned on -$1.4B FCF.
2 consecutive years of dividend increases · -4%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 4%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $1.1B covers the $904M due within a year 1.2× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~4.4% on $18.4B of debt.
Cash of $1.1B fully covers short-term debt of $456M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
No current price collected.
No standout strengths flagged.
Where each multiple sits in its own 14-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 3.3× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Operating Income | 36.6 | 27.2 | 29.0 | 24.6 | 17.4 | 19.6 | 20.6 | 23.5 |
| Income Tax | 5.9 | 3.3 | 5.7 | 8.7 | 2.5 | 2.2 | 2.7 | 3.2 |
| Net Income | 23.5 | 31.2 | 26.8 | -25.6 | 9.6 | 8.9 | 10.5 | 13.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on PPL: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.