rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

PriceSmart, Inc.

PSMT · Nasdaq

Consumer StaplesMass, Grocery & Drug RetailSetting up

PSMT stood above a rising 150-day average in 50 of the last 52 weekly readings, and has been out of that trend for the last 2 weeks. It is 0.7% below that average now. Mass, Grocery & Drug Retail: 31% of its 26 stocks in an uptrend (±0 points in four weeks); Consumer Staples: 24% (+1 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 2
Industry in uptrend
31% 0 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$26.0M
Officials’ trades on record
1
Institutions holding
354 (+25)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 50 of 52 weeks.

17 Apr – 16 Oct
20%36%53%Apr 26Jun 26Jul 26Sep 26Oct 26

Mass, Grocery & Drug Retail: A minority of its stocks are in an uptrend and the share has held steady. Consumer Staples: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$10.1M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 0, Senate 0, executive 1; 1 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k29 Jul 2026filed 22 Sep 2026

Insiders

Buy orders, 12 months0
Sale orders, 12 months28
Buyers · sellers0 · 9
WhoDidSharesTraded
Francisco VelascoEVP - CLO, CRCOsold338at $177.8717 Aug 2026filed 19 Aug 2026
Sherry S. BahrambeyguiDirectorsold3,499at $197.383 Aug 2026filed 4 Aug 2026
Sherry S. BahrambeyguiDirectorsold200at $194.4031 Jul 2026filed 4 Aug 2026
Sherry S. BahrambeyguiDirectorsold800at $194.4731 Jul 2026filed 4 Aug 2026
Sherry S. BahrambeyguiDirectorsold1,000at $192.6629 Jul 2026filed 30 Jul 2026
Sherry S. BahrambeyguiDirectorsold1,100at $192.2928 Jul 2026filed 30 Jul 2026
Sherry S. BahrambeyguiDirectorsold200at $184.6523 Jul 2026filed 23 Jul 2026
Sherry S. BahrambeyguiDirectorsold200at $184.3323 Jul 2026filed 23 Jul 2026
Sherry S. BahrambeyguiDirectorsold200at $188.9322 Jul 2026filed 23 Jul 2026
Sherry S. BahrambeyguiDirectorsold200at $189.1322 Jul 2026filed 23 Jul 2026
Robert E. PriceDirector, 10% ownersold200at $182.8720 Jul 2026filed 20 Jul 2026
Robert E. PriceDirector, 10% ownersold4,655at $181.7520 Jul 2026filed 20 Jul 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders354+25 on the quarter
New · exited62 · 38
Reported value$5.3B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20264,170,790$814.7M+82,798+2.0%
FMR LLCadded · filed 13 Aug 20261,921,443$375.3M+199,417+11.6%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20261,755,414$342.9M-47,377−2.6%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 20261,197,981$234.0M-34,638−2.8%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20261,172,423$229.0M+15,390+1.3%
AMERICAN CENTURY COMPANIES INCreduced · filed 12 Aug 20261,148,225$224.3M-304,887−21.0%
STATE STREET CORPadded · filed 7 Aug 20261,078,664$210.7M+61,352+6.0%
Black Creek Investment Management Inc.reduced · filed 12 Aug 2026963,380$188.2M-201,454−17.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026941,293$183.9M+145,783+18.3%
MORGAN STANLEYadded · filed 13 Aug 2026774,749$151.3M+289,617+59.7%
31 Mar 2023 – 30 Jun 2026
176262347Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

David R. Price Company insiderCEO · last 17 Sep 20260 · 2
Francisco Velasco Company insiderEVP - CLO, CRCO · last 17 Sep 20260 · 12
Gualberto Hernandez Company insiderEVP & Chief Financial Officer · last 17 Sep 20260 · 0
John D. Hildebrandt Company insiderPresident and COO · last 17 Sep 20260 · 33
Shari G. White Company insiderEVP-Chief Merch. Officer · last 17 Sep 20260 · 0
Shweta Bhatia Company insiderEVP and CIO · last 17 Sep 20260 · 0
Sherry S. Bahrambeygui Company insiderDirector · last 3 Aug 20260 · 68
Donald J. Trump Executive branchWhite House Office · last 29 Jul 20260 · 1
Price Philanthropies Foundation Company insider10% owner · last 29 Jul 20260 · 132
Robert E. Price Company insiderDirector, 10% owner · last 29 Jul 20264 · 162
Beatriz Infante V Company insiderDirector · last 13 Jul 20260 · 2
Edgar Zurcher Company insiderDirector · last 4 May 20260 · 7

Same industry

TBBB BBB FoodsLeading+36%
TGT TargetLeading+12%
WMK Weis MarketsJust started moving+3%
FIVE Five BelowJust started moving+1%
CVS CVS HealthJust started moving+1%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Aug 202517.4%
Operating profit marginFY 2025 · to 31 Aug 20254.4%
Free cash flow marginFY 2025 · to 31 Aug 20252.0%
Return on capital employedFY 2025 · to 31 Aug 202515.1%
Cash conversionFY 2025 · to 31 Aug 2025177%
Debt to equityFY 2025 · to 31 Aug 20250.18×
Dividend growthFY 2025 · to 31 Aug 20250.0%
Share count trendFY 2025 · to 24 Oct 20250.5%
Cash and equivalentsFY 2025 · to 31 Aug 2025$241.0M
Free cash flowFY 2025 · to 31 Aug 2025$103.2M

Analyst forecasts

No analyst forecasts yet.