PS NYSE Week ended 07 Aug 2026

Weekly Investor Report

Pershing Square Inc. · Financial Services · Asset Management

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Latest close 37.88 USD
13.8% latest week
Weekly setup

Mixed setup

The weekly trend is not active. Price is - below the Trend Line and sits at 48.2% of its 52-week range. The latest completed week returned 13.8%, after a 8.5% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks strongly; valuation is expensive relative to peers. Options positioning is bullish with 44/100 conviction, while the latest news-sentiment score is 57/100. Near-term considerations: volume confirmation is below normal; earnings are due in 0d.

Setup score 31 out of 100
Latest Close 37.88 USD 7 Aug 2026
1W Return 13.8% latest completed week
4W Return 8.5% short-term follow-through
12W Return -8.0% quarterly tape
Trend Breadth 0.0% 0 of 15 weeks active
Volume Ratio 0.5x vs 13-week average
What is working
  • Price is above Fair Value, showing premium demand versus the model.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Activity pressure is negative, which weakens the current setup.
  • Next-week expectancy is negative at 29.25% based on similar historical setup states.
  • Activity pressure is weak, so confirmation is not yet broad enough.
What to watch next
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 13.8% Latest completed week; four-week move 8.5%. Indicator stack 0/50 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Negative 29.25% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Bullish 44/100 conviction; expected move 6.2%. News sentiment 57/100 13 relevant articles in the latest sentiment read. Event risk 0d Next report is scheduled for 13 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is - below the Trend Line and sits at 48.2% of its 52-week range. The latest completed week returned 13.8%, after a 8.5% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.5x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul 7 Aug
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.1612-week average 0.20

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure0/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.16Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers11 reversal markers

No recent accumulation markers. 1 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 8.5% over four weeks, -8.0% over 12 weeks, and - over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W13.8%
4W8.5%
12W-8.0%
26W-
52W-
Active trend streak0 weeks
Active weeks in one year0
Trend breadth0.0%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.00Latest activity-pressure read.
Pressure change-Four-week change in activity pressure.
Leadership-Latest relative-leadership reading.
RS change-Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks strongly; valuation is expensive relative to peers.

Open full factor analysis
Factor week 09 Aug 2026 Financial statements through 31 Mar 2026 Field coverage 76% Model confidence 71%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength4/100Blend of value, momentum, and quality. Underlying universe rank 97; rank 1 is best.
Value9/100Relative valuation strength. Underlying universe rank 92; rank 1 is best.
Quality10/100Profitability and accounting quality. Underlying universe rank 91; rank 1 is best.
Momentum35/100Medium-term price momentum. Underlying universe rank 66; rank 1 is best.
Growth87/100Revenue and earnings growth. Underlying universe rank 14; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
193.0x
Price divided by trailing earnings.
Price / sales
19.8x
Market value relative to trailing revenue.
EV / EBITDA
-
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
-0.9%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
34.4%
Gross profit retained from each unit of revenue.
Operating margin
-4.8%
Operating profit retained from revenue.
Free-cash-flow margin
-17.4%
Free cash flow generated from revenue.
Return on invested capital
-3.2%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
64.7%
Latest one-year revenue growth.
EPS growth
-
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-145.2%
Latest one-year free-cash-flow growth.
Piotroski F-score
1/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
0.3%
Cash dividends relative to market value.
Buyback yield
1.1%
Net share repurchases relative to market value.
Shareholder yield
1.4%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-0.4x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

PS shows bullish options pressure with a 44/100 conviction score, put-call volume ratio of 0.51, expected move of 6.2%, and Sharemaestro trend signal inactive.

Conviction44/100
Expected move6.2%
Put/call volume0.51
Pressure28
Speculation40
Volatility75
Trend agreement62
Open options detail
Insider activity-

No recent insider transactions are stored for this company.

News sentiment57/100

Weighted news tone is neutral across 13 relevant articles.

6 positive · 6 neutral · 1 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings0dNext report is scheduled for 13 Aug 2026; event risk rises as the date approaches.
Options expected move6.2%Nearest-chain priced movement where available.
52-week drawdown-31.1%Distance below the 52-week high.
13-week volatility7.5%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher5 of 149 weeks finished lower.
Best week+13.8%Week of 7 Aug.
Worst week-13.4%Week of 22 May.
Latest week+13.8%Week of 7 Aug.

Shape of recent returns

Strong gains4
Modest gains1
Flat weeks0
Modest losses5
Sharp losses4
Recent vol7.5%13-week weekly-return volatility.
Base vol7.7%52-week weekly-return volatility.
Up/down split5/9Count of positive and negative weeks in the 52-week window.
Average skew9.0% / -4.6%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape26/100

Trend, activity pressure, participation, and risk combine to a 26/100 tape read.

 Indicator analysis9/100

Latest 12-week confirmation: trend 0/12, activity pressure 0/12, relative leadership 0/12.

Activity pressure 0.16; 1 reversal markers Next-Week ExpectancyNegative 29.25%

Next-week expectancy is negative with a 29.25% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors12/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 30; Small Cap Core rank 94 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options61/100

PS shows bullish options pressure with a 44/100 conviction score, put-call volume ratio of 0.51, expected move of 6.2%, and Sharemaestro trend signal inactive.

Bullish · Call-side pressure · Expected move 6.2% Sentiment57/100

Weighted news tone is neutral across 13 relevant articles.

Bill Ackman Invests in Netflix and Visa in a Tough Year for His Pershing Square Funds Insiders50/100

No recent insider transaction evidence is stored.

 Earnings0d

Next report is scheduled for 13 Aug 2026; event risk rises as the date approaches.

 Research flow1 items

0 recent research articles and 1 Market Watch posts are available.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
7 Aug 202637.88 USD13.8%-35.76 USD0.00-606.3KOff
31 Jul 202633.28 USD-2.0%-35.61 USD0.00-667.4KOff
24 Jul 202633.97 USD-0.8%-35.79 USD0.00-601.6KOff
17 Jul 202634.25 USD-1.9%-35.94 USD0.00-671.7KOff
10 Jul 202634.91 USD8.1%-36.10 USD0.00-1.0MOff
3 Jul 202632.30 USD2.8%-36.22 USD0.00-722.8KOff
26 Jun 202631.43 USD-5.4%-36.65 USD0.00-1.4MOff
19 Jun 202633.21 USD-0.7%-37.30 USD0.00-915.3KOff
12 Jun 202633.43 USD-6.5%-37.89 USD0.00-1.5MOff
5 Jun 202635.75 USD-9.7%-38.63 USD0.00-1.8MOff
29 May 202639.59 USD11.0%-39.21 USD0.00-1.4MOff
22 May 202635.67 USD-13.4%-39.11 USD0.00-1.8MOff
15 May 202641.17 USD-1.1%-40.26 USD--3.6MOff
8 May 202641.62 USD9.6%-39.80 USD--6.0MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.

Evidence context