AMTD AMTD IDEA GROUP: fundamentals, insider trades, fund holders

Screener

Share price and valuation

$21.40 on Oct 30, 2026 · +1,863.3% since Nov 3, 2025

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Report dates

Daily close

IEX Historical Data: the last regular-session trade on IEX each day, split-adjusted, dividends not added.

Scoring model checklist

1 of 3 checks passed · quarter ending 2025-12-31

Return on tangible equity at least 10%5.3%failed
Efficiency ratio at most 60%—no value
Equity at least 8% of assets59.8%passed
Share count up at most 5% in 3 years—no value
Revenue grew over 3 years-16.7%failed

Insider transactions, last 90 days

Not available: foreign companies’ insiders don’t file Form 4 with the SEC.

Tracked funds, latest reports

None of the tracked funds holds it.

Fundamentals

Financials

Insider trades

Fund holders

Each factor with its industry and sector medians and its trend: the last 12 reported quarters for figures from the filings, the last 4 quarter ends for prices, ownership and short interest.

Coming as the IEX price history grows (262 trading days so far): Max drawdown 3y (757).

Size & liquidity

AMTDIndustry Sector 4 quarters Market cap —$4.17B$7.24BEnterprise value —$5.26B$7.71BAvg daily $ volume —$74.09M$68.58MDaily turnover —1.4%0.8%Relative volume 0.0×1.0×1.0×

Growth

AMTDIndustry Sector 12 quarters Revenue CAGR 3y —26.5%10.1%

Revenue CAGR 5y —4.9%8.0%Revenue growth YoY —10.1%10.4%

Revenue acceleration —−5.7 pp−1.4 pp

FCF growth YoY —15.3%11.9%

FCF conversion —130.1%110.6%

Forward growth (HoM est.) —10.6%9.8%

Valuation

AMTDIndustry Sector 4 quarters P/E (trailing) —15.7×12.8×P/E (forward, HoM est.) —13.6×12.2×P/E vs. sector ———P/E fwd vs. sector (HoM est.) ———PEG (HoM est.) —1.391.35EV/Sales —3.1×2.8×FCF yield —2.1%7.6%Dividend yield —0.0%1.9%Shareholder yield —4.8%4.5%

Quality

AMTDIndustry Sector 12 quarters Quality checks passed —75.0%75.0%ROIC —-0.4%11.7%Gross margin —41.1%57.2%Gross margin Δ 3y —+1.4 pp+1.6 ppOperating margin —-1.5%22.0%Operating margin Δ 3y —−1.9 pp+2.2 ppShare count Δ 3y —5.6%-1.5%Stock compensation / revenue —3.9%1.9%Accruals ratio —-8.5%-0.6%

Banking (financials)

AMTDIndustry Sector 12 quarters Efficiency ratio —45.7%58.1%Net interest income / assets —6.2%3.2%Credit cost ——0.2%Return on tangible equity —8.3%14.6%

Equity / assets —24.3%13.3%

Price / tangible book —3.1×1.9×

Momentum & risk

AMTDIndustry Sector 4 quarters Momentum 12-1 —-15.7%11.2%Momentum vs. sector ———Distance from 52-week high —-45.3%-11.5%Beta —2.130.62Volatility 30d 19544.1%61.7%23.8%

Ownership & positioning

AMTDIndustry Sector 4 quarters Insider buys (90d) —00Insiders buying (90d) —00Insider net value (90d) —$0$0Institutional ownership —85.4%84.4%Institutional Δ QoQ —+1.5 pp+0.9 ppConviction funds net buying —+0.2 pp+0.0 ppActive managers net buying —+1.0 pp−0.0 ppActive funds net buying —+0.0 pp+0.0 ppDays to cover —4.965.06Short % of shares out —9.5%4.2%Short interest Δ —+0.1 pp+0.0 pp

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Foreign companies' figures are converted to US dollars with exchange rates from the Federal Reserve (H.10), the US Treasury and the European Central Bank. Source: ECB. Terms of use

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