Pershing Square Inc. reported results; made a public disclosure
SEC 8-KRead source ↗
Pershing Square Inc. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders1 buying, 0 selling3 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
- Funds57 adding, 0 cuttingOf 6 active managers that changed their stake, 6 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 21% in the quarter to 2026-06-30, the 2nd beat in the last four quarters.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
Nothing in Pershing Square Inc.'s latest figures clears our strength thresholds.
Things to watch
- Volatile shares. Over the past year the shares showed annualised volatility of 100% and a beta of 2.4 against the S&P 500.
Latest results
- Earnings per share
- $0.14 against an average estimate of $0.12: beat by 21.0%
- Share reaction
- +5.0% in the first session after the results on August 12, 2026, against +0.9% for the S&P 500
Price chart
- 1 day+2.1%
- 1 week+2.3%
- 1 month-11.5%
Loading chart…
Third-party market data · may be delayed
At a glance
Earnings
- Last results
- November 2, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Results
- Results
Pershing Square Inc. reported results; made a public disclosure
SEC 8-KRead source ↗
No model value for Pershing Square Inc. at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.
Forecasts and guidance
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $0.51 | — | $285m | — |
| Next | $0.93 | +82% | $528m | +85% |
Next year's EPS estimate has moved −0.3% in 90 days, across 10 analysts.
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is +2.5% on 90 days ago. In the last 30 days, 0 analysts raised Pershing Square Inc.'s forecast and 3 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.50 | $0.93 |
| 60 days ago | $0.52 | $0.96 |
| 30 days ago | $0.52 | $0.97 |
| 7 days ago | $0.51 | $0.94 |
| Now | $0.51 | $0.93 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.12 | $0.14 | +21.0% |
| Mar 2026 | $0.10 | $0.14 | +41.0% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- 3.1% of tradable shares
- Days to cover
- 3.22 at average volume
- Short interest, 1 month
- +165% to October 15, 2026
- Held by institutions
- 82% of shares
- Held by insiders
- 40.6% of shares
- Employees
- 44 full time
Share-price performance
Market data may be delayedPrice behaviour
- 52-week range
- Not enough history
- From 52-week high
- —
- vs 50-day average
- +0.1%
- vs 200-day average
- —
- Volatility (1 year)
- 100%
- Beta vs S&P 500
- 2.43
Share price after results
- Next day
- 1 up, 0 down typical move ±5.0%
- After a week
- 1 up, 0 down typical move ±1.0%
- After a month
- 0 up, 1 down typical move ±4.5%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 12, 2026 | +5.0% | +0.9% | +1.0% | −4.5% |
Fundamentals
Who owns it
Funds buying and selling- Reported value
- $663M
- Institutions reporting
- 57
- Positions opened / closed
- 57 / 0
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Consulta Ltd | $281M | 8.6M | 42.4% | — |
| Menora Mivtachim Holdings Ltd. | $109M | 3.3M | 16.5% | — |
| Teacher Retirement System Of Texas | $100M | 3.1M | 15.1% | — |
| Harel Insurance Investments & Financial Services Ltd. | $34.4M | 1.1M | 5.2% | — |
| Rivernorth Capital Management, LLC | $14.8M | 450K | 2.2% | — |
| Migdal Insurance & Financial Holdings Ltd. | $14.8M | 450K | 2.2% | — |
| Millennium Management LLC | $13.6M | 415K | 2.1% | — |
| Baupost Group LLC | $12.9M | 392K | 1.9% | — |
| Alberta Investment Management Corp | $11.6M | 353K | 1.8% | — |
| UBS Group AG | $11.2M | 342K | 1.7% | — |
| Clal Insurance Enterprises Holdings Ltd | $9.9M | 300K | 1.5% | — |
| Williams Jones Wealth Management, Llc. | $6.5M | 199K | 1.0% | — |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Pershing Square Inc.'s complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $19M 3 trades by 1 insider, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $19M net buying
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Ackman William A CEO & Chairman | April 30, 2026 | Buy | 58,698 | $24.20 | $1.4M |
| Ackman William A CEO & Chairman | April 30, 2026 | Buy | 659,540 | $23.88 | $15.7M |
| Ackman William A CEO & Chairman | April 30, 2026 | Buy | 81,762 | $22.61 | $1.8M |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
- November 2, 2026
- August 12, 2026
Recent SEC filings
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- S-1 S-1
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Pershing Square Inc. in brief
- What does Pershing Square Inc. do?
- Pershing Square Inc. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.
- What is Pershing Square Inc.'s stock ticker?
- Pershing Square Inc. trades under the ticker PS on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Pershing Square Inc.'s largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Consulta Ltd, Menora Mivtachim Holdings Ltd. and Teacher Retirement System Of Texas. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling Pershing Square Inc. stock?
- Over the last 12 months, Pershing Square Inc.'s directors and officers reported 3 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
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