Pershing Square Inc. (PS)
NYSE · Investment Advice · Finance, insurance and real estate · CIK 2026053 · fiscal year ends in Dec
Closing price $45.32 on 30 Oct 2026; 52-week range $24.20 to $59.67.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Market value
- $18.1B
- Cash
- $8.9M
- Debt
- $232.0M
- Debt to equity
- 0.16
- Shares outstanding
- 400.0M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $54.2M | -$42.7M | -$0.11 |
| Q1 FY2026 | 31 Mar 2026 | $57.5M | -$147.6M | – |
| Q2 FY2025 | 30 Jun 2025 | $53.2M | $23.7M | $0.06 |
| Q1 FY2025 | 31 Mar 2025 | $52.3M | $19.7M | – |
Company events
The newest 8-K filings of 3 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 12 Aug 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 4 Jun 2026 | 8-K | Investor update | 7.01, 9.01 |
| 1 May 2026 | 8-K | Leadership change, Material agreement, New debt, Share sale, Other events | 1.01, 2.03, 3.02, 5.02, 8.01, 9.01 |
Every filing
The newest filings with the SEC of 20 held.
| Filed | Form | Period |
|---|---|---|
| 25 Aug 2026 | N-PX | 30 Jun 2026 |
| 13 Aug 2026 | 10-Q | 30 Jun 2026 |
| 12 Aug 2026 | 8-K | 12 Aug 2026 |
| 4 Jun 2026 | 10-Q | 31 Mar 2026 |
| 4 Jun 2026 | 8-K | 4 Jun 2026 |
| 1 May 2026 | 8-K | 28 Apr 2026 |
| 29 Apr 2026 | CERT | – |
| 29 Apr 2026 | 8-A12B | – |
| 28 Apr 2026 | EFFECT | – |
| 28 Apr 2026 | S-8 | – |
| 23 Apr 2026 | S-1/A | – |
| 20 Apr 2026 | S-1/A | – |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 30 Apr 2026 | Ackman William A, CEO & Chairman | Purchase | 81,762 | $22.61 | $1.8M | 781,762 | 4 May 2026 |
| 30 Apr 2026 | Ackman William A, CEO & Chairman | Purchase | 659,540 | $23.88 | $15.7M | 1,441,302 | 4 May 2026 |
| 30 Apr 2026 | Ackman William A, CEO & Chairman | Purchase | 58,698 | $24.20 | $1.4M | 1,500,000 | 4 May 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 14 Aug 2026 | Pershing Square Management, LLC | 13G | 75.1% | 300.3M |
| 14 Aug 2026 | Ryan Israel | 13G | 7.8% | 31.1M |
| 14 Aug 2026 | William A. Ackman | 13G | 45.3% | 181.3M |
Trades by members of the House
From each member's periodic transaction report.
| Traded | Member | Type | Amount | Disclosed |
|---|---|---|---|---|
| 24 Jun 2019 | Donna Shalala (FL27) | Sale | $1,001 - $15,000 | 27 Apr 2020 |
| 19 Jun 2019 | Donna Shalala (FL27) | Purchase | $1,001 - $15,000 | 27 Apr 2020 |
| 11 Oct 2019 | Greg Gianforte (MT00) | Purchase | $100,001 - $250,000 | 27 Nov 2019 |
| 10 Sep 2019 | Greg Gianforte (MT00) | Sale | $50,001 - $100,000 | 20 Oct 2019 |
| 6 Feb 2019 | Greg Gianforte (MT00) | Purchase | $100,001 - $250,000 | 11 Mar 2019 |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 2.2M | -7.05% | 7.25 |
| 30 Sep 2026 | 2.4M | +185.47% | 2.18 |
| 15 Sep 2026 | 830.4K | +83.05% | 2.14 |
| 31 Aug 2026 | 453.7K | +95.16% | 2.5 |
| 14 Aug 2026 | 232.5K | -55.74% | 1.65 |
| 31 Jul 2026 | 525.2K | -6.74% | 4.31 |
| 15 Jul 2026 | 563.1K | -16.08% | 3.04 |
| 30 Jun 2026 | 671.0K | -21.62% | 2.81 |
Funds that hold it
From each fund's latest Form 13F.
59 funds held it at 30 Jun 2026: 57 added and 0 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Consulta Ltd | 8,558,954 | $281.2M | +8,558,954 |
| Menora Mivtachim Holdings Ltd | 3,320,526 | $109.1M | +3,320,526 |
| Teacher Retirement System of Texas | 3,054,000 | $100.4M | +3,054,000 |
| Harel Insurance Investments & Financial Services Ltd. | 1,080,000 | $34.4M | +1,080,000 |
| Caz Investments LP | 802,967 | $26.4M | – |
| Migdal Insurance & Financial Holdings Ltd. | 450,000 | $14.8M | +450,000 |
| Rivernorth Capital Management, LLC | 450,000 | $14.8M | +450,000 |
| Millennium Management LLC | 415,055 | $13.6M | +415,055 |
| Baupost Group LLC | 392,000 | $12.9M | +392,000 |
| Alberta Investment Management Corp | 352,968 | $11.6M | +352,968 |
Peers
Companies in the same industry.
- Blackstone Inc. (BX): revenue $16.1B, market value $89.2B
- KKR & Co. Inc. (KKR): revenue $21.3B, market value $84.8B
- Brookfield Asset Management Ltd. (BAM): revenue $5.7B, market value $77.1B
- Apollo Global Management, Inc. (APO): revenue $35.9B, market value $66.7B
- Ameriprise Financial Inc. (AMP): revenue $19.8B, market value $42.6B
- Ares Management Corp. (ARES): revenue $6.0B, market value $40.1B
- T. Rowe Price Group, Inc. (TROW): revenue $7.7B, market value $22.2B
- TPG Inc. (TPG): revenue $5.1B, market value $18.0B
- Blue OWL Capital Inc. (OWL): revenue $1.2B, market value $16.2B
- Franklin Templeton Inc. (BEN): revenue $9.3B, market value $16.1B