HALEY MARK T
Transaction: 06/03/2026
BUY
Change
+2,000
Price
$5.80
Filing
06/03/2026
Type
BUY
Liberty All-Star Equity Fund
USA • Asset Management
$5.97
▼ -0.05 (-0.83%)
Current price
EarningsLatest report: Dec 31, 2025
HIGHER-RISK PROFILECautionConfidence: 70%
Quantitative profile — not an investment recommendation.
Quantitative profile — not an investment recommendation.Methodology
Analysis thesis: Caution is warranted. Recent ratios show weaknesses that may limit returns unless fundamentals improve.
Market Cap
$1.80B
Growth
16.3%
Cash Flow
0/5
Trend
Negative
Evidence
Stable or improving margins · 84.1%Reasonable earnings multiple · 11.21Manageable debt level · 0.05Healthy liquidity · 1.66Negative growth trend
Financial data as of: Dec 31, 2025, 12:00 AM UTCLast earnings update: Dec 31, 2025, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC
Company Snapshot
Key valuation, quality, financial strength, momentum and analyst data.
Price$5.97
Change-0.83%
Shares Out301.55M
Market Cap$1.80B
Enterprise Value$1.74B
52W Range5.40 - 6.96
Beta0.97
P/E4.25
P/S5.06
P/B0.87
EV/Sales4.88
EV/EBITDA5.69
Price$5.97
Change-0.83%
Shares Out301.55M
Market Cap$1.80B
Enterprise Value$1.74B
52W Range5.40 - 6.96
Beta0.97
P/E4.25
P/S5.06
P/B0.87
EV/Sales4.88
EV/EBITDA5.69
Earnings Yield23.51%
FCF Yield0.00%
Dividend Yield23.12%
Gross Margin91.29%
Oper. Margin84.06%
Profit Margin84.07%
Debt/Eq0.05
Current Ratio1.66
Quick Ratio1.66
Revenue 5Y16.25%
Volume1.40M
Avg Volume1.23M
EPS Surprise-0.15
Investment DNA
How strong this company looks for long-term investors
53
out of 100
Business Quality
Margins, moat, returns
85/100
Financial Strength
Debt, cash, stability
73/100
Growth Potential
Revenue and expansion
20/100
Price Attractiveness
Cheap or expensive today
71/100
Why this score▼
Stable or improving margins · 84.1%Reasonable earnings multiple · 11.21Manageable debt level · 0.05Healthy liquidity · 1.66Negative growth trend
Analyst view
Analyst sentiment and price target
Analyst sentiment
Based on 1 analyst votes · 2026-09-05
100/100
Bullish
Bullish
1
Hold
0
Bearish
0
Insider Transactions
Recent executive and insider activity
HALEY MARK T
Transaction: 06/02/2026
BUY
Change
+356
Price
$5.85
Filing
06/03/2026
Type
BUY
MILAS ROBERT
Transaction: 05/08/2026
BUY
Change
+1,700
Price
$5.82
Filing
05/08/2026
Type
BUY
| Insider | Type | Change | Price | Transaction | Filing |
|---|---|---|---|---|---|
| HALEY MARK T | BUY | +2,000 | $5.80 | 06/03/2026 | 06/03/2026 |
| HALEY MARK T | BUY | +356 | $5.85 | 06/02/2026 | 06/03/2026 |
| MILAS ROBERT | BUY | +1,700 | $5.82 | 05/08/2026 | 05/08/2026 |
| HALEY MARK T | OTHER | 0 | Not reported | 12/31/2025 | 02/12/2026 |
| Irvin Milton M | OTHER | 0 | Not reported | 12/31/2025 | 02/12/2026 |
| MILAS ROBERT | OTHER | 0 | Not reported | 12/31/2025 | 02/12/2026 |
| Rettinger Erich | BUY | +350 | $6.01 | 02/06/2026 | 02/06/2026 |
| HALEY MARK T | BUY | +1,600 | $6.30 | 12/30/2025 | 12/30/2025 |
| Khwaja-Dixon Sareena | BUY | +500 | $5.86 | 11/21/2025 | 11/21/2025 |
| HALEY MARK T | BUY | +1,000 | $6.37 | 10/01/2025 | 10/01/2025 |
| HALEY MARK T | BUY | +1,500 | $6.58 | 09/09/2025 | 09/09/2025 |
| MILAS ROBERT | BUY | +1,500 | $6.66 | 05/19/2025 | 05/21/2025 |
| MILAS ROBERT | OTHER | 0 | Not reported | 05/19/2025 | 05/20/2025 |
| Hoopes Jennifer | OTHER | 0 | Not reported | 02/15/2025 | 02/21/2025 |
| MILAS ROBERT | OTHER | 0 | Not reported | 12/31/2024 | 02/13/2025 |
| NEUHAUSER JOHN J | OTHER | 0 | Not reported | 12/31/2024 | 02/12/2025 |
| Irvin Milton M | OTHER | 0 | Not reported | 12/31/2024 | 02/12/2025 |
| HALEY MARK T | OTHER | 0 | Not reported | 12/31/2024 | 02/12/2025 |
| Meyer Gina | OTHER | 0 | Not reported | 06/06/2024 | 06/10/2024 |
| BURKE EDMUND J | BUY | +4,000 | $7.09 | 03/26/2024 | 03/26/2024 |