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Insufficient data to determine institutional momentum.
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.
No trend data available for this metric.
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
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.
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 | $182.45B 100.0% | $177.56B 100.0% | $158.10B 100.0% | $128.69B 100.0% | $121.65B 100.0% | $119.95B 100.0% | $115.72B 100.0% | $108.78B 100.0% | $100.70B 100.0% | $96.57B 100.0% |
| Interest Expense | — | — | $81.32B 51.4% | $26.10B 20.3% | $5.55B 4.6% | $9.96B 8.3% | $26.80B 23.2% | $21.04B 19.3% | $13.87B 13.8% | $9.82B 10.2% |
| Interest & Investment Income | $28.03B 15.4% | $23.14B 13.0% | $18.73B 11.8% | $11.35B 8.8% | $7.52B 6.2% | $9.03B 7.5% | $9.29B 8.0% | $7.25B 6.7% | $7.38B 7.3% | $7.30B 7.6% |
| Pretax Income | $72.59B 39.8% | $75.08B 42.3% | $61.61B 39.0% | $46.17B 35.9% | $59.56B 49.0% | $35.81B 29.9% | $44.87B 38.8% | $40.76B 37.5% | $35.90B 35.6% | $34.54B 35.8% |
| Income Tax Expense | $15.55B 8.5% | $16.61B 9.4% | $12.06B 7.6% | $8.49B 6.6% | $11.23B 9.2% | $6.68B 5.6% | $8.44B 7.3% | $8.29B 7.6% | $11.46B 11.4% | $9.80B 10.2% |
| Net Income | $57.00B 31.2% | $58.50B 32.9% | $49.60B 31.4% | $37.70B 29.3% | $48.30B 39.7% | $29.13B 24.3% | $36.43B 31.5% | $32.47B 29.9% | $24.44B 24.3% | $24.73B 25.6% |
| Per Share | ||||||||||
| EPS (Basic) | $20.05 | $19.79 | $16.25 | $12.10 | $15.39 | $8.89 | $10.75 | $9.04 | $6.35 | $6.24 |
| EPS (Diluted) | $20.02 | $19.75 | $16.23 | $12.09 | $15.36 | $8.88 | $10.72 | $9.00 | $6.31 | $6.19 |
| Weighted Avg Shares (Basic) | 2.78B | 2.87B | 2.94B | 2.97B | 3.02B | 3.08B | 3.22B | 3.40B | 3.55B | 3.66B |
| Weighted Avg Shares (Diluted) | 2.78B | 2.88B | 2.94B | 2.97B | 3.03B | 3.09B | 3.23B | 3.41B | 3.58B | 3.69B |
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.
2/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 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 data unavailable. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
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: $16.6B dividends + $31.6B buybacks = $48.2B returned.
9 consecutive years of dividend increases · 11%/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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: 13%. 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.
$32.2B of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2022-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~181.9% on $44.7B of debt. Interest last disclosed in FY2023 (no longer broken out).
Cash vs short-term debt unavailable.
Mostly short-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.
Nothing notable to watch.
No material risks flagged.
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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Income Tax | 7.6 | 7.3 | 5.6 | 9.2 | 6.6 | 7.6 | 9.4 | 8.5 |
| Net Income | 29.9 | 31.5 | 24.3 | 39.7 | 29.3 | 31.4 | 32.9 | 31.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AMJB: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.