Adjusted daily closes · 252 observations · as of Oct 30, 2026
Historical data, not a forecast
1 month
+3.8%
3 months
-16.2%
6 months
-15.7%
1 year
+6.8%
Year to date
+7.9%
52-week range
$11.54 – $25.55
Fundamental snapshot
Latest reported period: May 31, 2026
Sharadar reported data
Market cap
$204.4M
P/E
93.5
P/B
4.8
P/S
0.8
Revenue
$262.75M
Net income
$2.19M
Diluted EPS
0.17
Gross margin
75.20%
Net margin
0.80%
Return on equity
4.30%
Total debt
$0
Cash
$11.97M
Free cash flow
$10.66M
Latest eight reported quarters
Reported quarterly values, newest first
Period
Revenue
Net income
Gross margin
Net margin
Free cash flow
May 31, 2026
$67.81M
$3.09M
73.90%
4.50%
-$32K
Feb 28, 2026
$59.65M
-$1.98M
75.90%
-3.30%
$15.22M
Nov 30, 2025
$64.05M
-$3.29M
75.50%
-5.10%
-$1.63M
Aug 31, 2025
$71.25M
$4.37M
75.50%
6.10%
-$2.9M
May 31, 2025
$67.12M
-$1.41M
76.50%
-2.10%
$4.48M
Feb 28, 2025
$59.61M
-$1.08M
76.70%
-1.80%
-$2.64M
Nov 30, 2024
$69.09M
$1.18M
76.30%
1.70%
$13.15M
Aug 31, 2024
$84.12M
$11.96M
78.10%
14.20%
$13.93M
Reported figures can reflect company reporting conventions, restatements, or sector-specific accounting. Verify against filings before relying on a valuation comparison.
Partners Wealth Management LLC recently acquired 21,738 shares of Truist Financial Corporation, valued at approximately $1.006 million. Institutional investors now own 71.28% of the company, while CEO Michael Lyons increased his direct ownership by 119.05% through a recent purchase. Truist Financial reported quarterly EPS slightly below estimates and declared a quarterly dividend of $0.52.
Raymond James has recruited a father-son team, Ted and Jordan Krawec, who managed over $460 million in client assets from Wells Fargo, forming Krawec Wealth Management in Westlake, Ohio. Concurrently, LPL Financial welcomed Matt Griggs and his $160 million practice from Edward Jones, and William Blair Private Wealth Management established a Dallas office with a four-person team from UBS, led by Ryan Berube and Allen Abney, advising on $2.1 billion in team assets. These moves reflect a dynamic environment for financial advisors seeking new platforms and greater independence.
MLex Summary: The risk of financial stress triggered by the artificial intelligence industry remains limited given the sound finances of leading companies, but vulnerabilities are building as long-term interest rates rise, South Korea’s central bank said in a report published Tuesday. The Bank of Korea identified delays in AI monetization, difficulties in accurately assessing risks and the potential for circular financing to amplify the spread of shocks through the financial system as key concerns. It urged particular attention to potential risks at specialist AI cloud=service providers, or neocloud providers, and AI labs with limited financial resources and low transparency. It added that South Korea could face stronger spillovers than in the past if an AI-driven crisis emerges, given its close links to global supply chains.
Wells Fargo has reduced its price target for Arthur J. Gallagher (AJG) stock from USD 291 to USD 284, ahead of the company's fiscal third-quarter earnings release on October 29, 2026. Analysts anticipate earnings per share of USD 3.01 for the quarter. Despite the target cut, Wells Fargo's new objective of USD 284 remains above the current NYSE price, as the stock's valuation is closely tied to the upcoming earnings report.
Wells Fargo & Company has increased its price target for Apple Hospitality REIT (NYSE:APLE) to $18 from $17, maintaining an "equal weight" rating. This adjustment comes as the company's shares rose 1.8% to $18.36 after exceeding quarterly earnings and revenue estimates. Despite mixed analyst sentiment, with a consensus "Hold" rating, several firms have recently upgraded the stock or raised their price targets.