EQH Equitable Holdings, Inc. Common Stock
NYSE · Financial Services · عرض على SEC EDGAR ↗ إغلاق أكتوبر 2, 2026 10-K/10-Q أغسطس 6, 2026EQH لقطة سريعة للسهم السعر، القيمة السوقية، مكرر الربحية (P/E)، ربحية السهم (EPS)، العائد على حقوق الملكية (ROE)، نسبة الدين إلى حقوق الملكية، نطاق 52 أسبوعًا
EQH مخطط سعر السهم OHLCV يومي مع مؤشرات فنية — تحريك وتكبير وتخصيص عرضك
تتكيف دقة الشريط مع الفترة المحددة - مرر مؤشر الفأرة فوق الرسم البياني لرؤية الافتتاح/الأعلى/الأدنى/الإغلاق للشريط.
حول Equitable Holdings, Inc. Common Stock نظرة عامة على الشركة من ويكيبيديا
Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.
History
The Equitable Life Assurance Society of the United States opened its headquarters at the Equitable Life Building in 1870 in the Financial District of Manhattan, with entrances facing Broadway, Pine Street, and Cedar Street. Aside from Henry Baldwin Hyde, who was president of Equitable, the firm's officers included James Waddell Alexander (vice president); George W. Phillips (actuary), who was Vice President of the Actuarial Society of America; and Samuel Borrowe (secretary), a member of a prominent New York family connected to the Hallett and Alsop families.
Between 1889 and 1891, Equitable built the Palais Equitable at Stock-im-Eisen-Platz, today part of the Stephansplatz, in the Innere Stadt of Vienna, Austria.
James Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905. James Hazen Hyde, the son of the founder and a vice president of the company, was falsely accused through a media smear campaign initiated by Alexander and board directors E. H. Harriman, Henry Clay Frick and J.P. Morgan of charging a fabulous $200,000 Versailles-themed affair to the company. The repercussions rocked Wall Street and resulted in an investigation of the entire insurance industry by the New York State Legislature.
After the company's headquarters building burned down in 1912, Equitable erected the Equitable Building on the same site in Manhattan.
As one of the largest insurers of its time, Equitable had close ties to influential industrial magnates. In 1915, T. Coleman du Pont acquired a majority stake in Equitable Life Assurance from J. P. Morgan Jr.
In 1943, during World War II, Equitable began underwriting policies for the War Agencies Employees Protective Association to provide group life insurance to U.S. Government employees working in or around war zones. Through WAEPA, Equitable sold policies to employees of some 40 U.S. agencies, including individuals from the Office of Strategic Services and War Information, which often sent their men behind enemy lines, and air-traveling statesmen and Congressmen. By May 1945, only 24 death claims had been filed (about half the normal peacetime rate for a group plan covering 7,000 workers), allowing the insurer to return roughly 30% of the premiums to WAEPA.
In 1954, following blockbusting in East Palo Alto, Equitable pursued a policy forbidding issuing mortgages to white families in integrated communities in order to make receiving government-insured mortgages more difficult in racially heterogeneous areas. This decision helped facilitate white flight and the resulting demographic shift of East Palo Alto.
In 1985, the Equitable Life Assurance Society of the United States, then the third largest life insurance company in the country, formed Equitable Real Estate Investment Management, a subsidiary used by Equitable Life to develop and finance new real estate projects and manage the US$20 billion worth of real estate under Equitable's control.
In December 1990, Equitable announced its decision to demutualize under New York's liberalizing laws. This was intended to enable Equitable to increase and diversify its asset base.
AXA acquisition
On July 18, 1991, AXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake in the business. This enabled Equitable to set aside $500 million for losses in its real estate and junk bond portfolios. There had been rumors that Equitable was nearing a bankruptcy filing prior to the AXA Group infusion of capital.
The investment by AXA Group significantly altered the trajectory of both companies. By 1997, the assets of the U.S. operation, the Equitable Insurance Group, had reached nearly a quarter of a trillion dollars, and by 2003, AXA Equitable Insurance Company was the leading carrier in the world with more than 50 million clients, in more than 50 countries, and with nearly a trillion dollars in client assets.
By 2018, AXA, facing tougher European solvency laws, decided to re-balance its operations from life and annuities and towards property and casualty – from financial risks to insurance risks. As a result, the company decided to begin the process to spin off the U.S. operations, the old Equitable Life Assurance company. In its filing, AXA noted that once the IPO took place, there would be four separate companies created: AXA Equitable Life Insurance Company, AXA Distribution Holding Corp., EQ AZ Life Re Company, and MONY Life Insurance Company of America.
Equitable Holdings
In May 2018, AXA announced the successful completion of the IPO of AXA Equitable Holdings, raising $2.75 billion on the sale of 24.5% of the outstanding shares. Additionally, the company announced an issuance of $750 million of bonds mandatorily exchangeable into shares of AXA Equitable Holdings stock. And finally, $502 million of options were exercised, bringing the total to $4.02 billion in proceeds to AXA.
On March 25, 2019, AXA announced the successful completion of a secondary common stock offering of 40 million shares of AXA Equitable Holdings, Inc. (ticker EQH), bringing down their ownership stake from approximately 60% to 48.3% and raising net proceeds of $1.5 billion.
On November 7, 2019, AXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144 million shares of common stock to Goldman Sachs, which was the sole underwriter for the public offering of the shares. The expected close date was stated by the company at the time as November 13, 2019. This brought to a close a long and largely successful chapter in Equitable's history – the end of the AXA Group ownership of the company.
On January 14, 2020, Equitable unveiled its new branding. In addition to an operating name change, the refreshed brand included a new logo, representative of the Greek goddess Athena, which has been a consistent element of the company’s 160-year-old visual identity.
In March 2026, Equitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22 billion, which would create a combined company with $1.5 trillion in assets under management and over 12 million clients.
المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗
أداء 10 سنوات اتجاهات الإيرادات وصافي الدخل والهوامش وربحية السهم
التقييم نسب مكرر الربحية (P/E)، مكرر المبيعات (P/S)، مكرر القيمة الدفترية (P/B)، EV/EBITDA — هل السهم مرتفع السعر أم رخيص؟
| المقياس | اتجاه 5 سنوات | EQH | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| P/E (سنوي حالي) | -15.9 | · | · | · | |
| السعر/المبيعات (سنوي حالي) | 1.4 | · | 1.1 | القيمة العادلة | |
| السعر / القيمة الدفترية (الربع الأخير) | -18.3 | · | · | · | |
| Price / Tangible Book (السعر / القيمة الدفترية الملموسة) | 9.3 | · | · | · |
يتم حساب الوسيط النظير على أساس موحد لكل مقياس وقد لا يتطابق دائمًا مع الأساس السنوي الحالي/الربع الأخير المعروض لهذا السهم.
الربحية هامش الربح الإجمالي والتشغيلي والصافي؛ العائد على حقوق الملكية (ROE)، العائد على الأصول (ROA)، العائد على رأس المال المستثمر (ROIC)
| المقياس | اتجاه 5 سنوات | EQH | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| هامش ما قبل الضريبة (سنوي حالي) | -5.7% | · | 11.3% | ضعيف | |
| هامش صافي الربح (سنوي حالي) | -8.7% | · | 7.9% | ضعيف | |
| العائد على الأصول (سنوي حالي) | -0.29% | · | 0.17% | ضعيف | |
| ROE (سنوي حالي) | -508.8% | · | 1.8% | ضعيف |
الصحة المالية الديون، السيولة، الملاءة المالية — قوة الميزانية العمومية
| المقياس | اتجاه 5 سنوات | EQH | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| الدين / حقوق الملكية (الربع الأخير) | -4.9 | · | 0.1 | ديون منخفضة | |
| الدين طويل الأجل / حقوق الملكية (الربع الأخير) | -4.9 | · | · | · |
النمو نمو الإيرادات وربحية السهم وصافي الدخل: مقارنة بالعام السابق (YoY)، متوسط النمو السنوي المركب لـ 3 سنوات (3Y CAGR)، متوسط النمو السنوي المركب لـ 5 سنوات (5Y CAGR)
| المقياس | اتجاه 5 سنوات | EQH | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| Revenue YoY (الإيرادات مقارنة بالعام السابق) | -6.1% | · | · | · | |
| Revenue CAGR 3Y (معدل نمو الإيرادات السنوي المركب لـ 3 سنوات) | -2.6% | · | · | · | |
| Revenue CAGR 5Y (معدل نمو الإيرادات السنوي المركب لـ 5 سنوات) | -1.2% | · | · | · | |
| EPS YoY (ربحية السهم على أساس سنوي) | 7.9% | · | · | · | |
| Net Income YoY (صافي الدخل مقارنة بالعام السابق) | -0.23% | · | · | · | |
| EPS CAGR 3Y (متوسط نمو ربحية السهم السنوي لـ 3 سنوات) | -2.5% | · | · | · | |
| Net Income CAGR 3Y (متوسط نمو صافي الدخل السنوي لـ 3 سنوات) | -10.0% | · | · | · |
كفاءة رأس المال معدل دوران الأصول، معدل دوران المخزون، معدل دوران المستحقات
| المقياس | اتجاه 5 سنوات | EQH | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| Revenue / Employee (الإيرادات / الموظف) | ≈$1.5M | · | · | · |
القيمة · ≈ متوسط 5 سنوات · متوسط الصناعة · حكم مقارنة بالمتوسط
التوزيعات العائد، نسبة التوزيع، تاريخ توزيع الأرباح، معدل النمو السنوي المركب لمدة 5 سنوات
| تاريخ الاستحقاق | المبلغ | العملة | العائد |
|---|---|---|---|
| أغسطس 3, 2026 | $0,30 | USD | ≈2.4% |
| يونيو 1, 2026 | $0,30 | USD | ≈2.7% |
| مارس 4, 2026 | $0,27 | USD | ≈2.7% |
| نوفمبر 24, 2025 | $0,27 | USD | ≈2.3% |
| أغسطس 5, 2025 | $0,27 | USD | ≈2.0% |
| يونيو 2, 2025 | $0,27 | USD | ≈1.9% |
| مارس 5, 2025 | $0,24 | USD | ≈1.8% |
| نوفمبر 26, 2024 | $0,24 | USD | ≈1.9% |
| أغسطس 6, 2024 | $0,24 | USD | ≈2.4% |
| يونيو 3, 2024 | $0,24 | USD | ≈2.2% |
| فبراير 23, 2024 | $0,22 | USD | ≈2.5% |
| نوفمبر 24, 2023 | $0,22 | USD | ≈2.9% |
| أغسطس 4, 2023 | $0,22 | USD | ≈2.9% |
| يونيو 2, 2023 | $0,22 | USD | ≈3.2% |
| فبراير 24, 2023 | $0,20 | USD | ≈2.6% |
| نوفمبر 25, 2022 | $0,20 | USD | ≈2.5% |
| أغسطس 5, 2022 | $0,20 | USD | ≈2.7% |
| مايو 26, 2022 | $0,20 | USD | ≈2.4% |
| فبراير 25, 2022 | $0,18 | USD | ≈2.2% |
| نوفمبر 26, 2021 | $0,18 | USD | ≈2.2% |
سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
| الفترة | تقرير | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|---|
| 30 يونيو، 2026 | أغسطس 3, 2026 | $1.70 | $1.68 | 1.4% |
| 31 مارس، 2026 | $1.62 | $1.63 | -0.36% | |
| 31 ديسمبر، 2025 | $1.73 | $1.77 | -2.4% | |
| 30 سبتمبر، 2025 | $1.48 | $1.63 | -9.2% | |
| 30 يونيو، 2025 | $1.10 | $1.30 | -15.3% | |
| 31 مارس، 2025 | $1.30 | $1.49 | -12.6% |
الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي
قائمة الدخل
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | $12.43B | $11.76B | |
| Interest Expense | · | · | $228M | $201M | $244M | $200M | $221M | $231M | $160M | $174M | |
| Interest Income | · | · | · | · | $3.92B | $3.55B | $3.77B | $2.77B | $3.15B | $2.74B | |
| Pretax Income | $-1.19B | $2.08B | $714M | $2.98B | $2.61B | $-1.09B | $-2.06B | $2.49B | $1.24B | $2.03B | |
| Income Tax | $-156M | $280M | $-910M | $594M | $439M | $-744M | $-593M | $301M | $42M | $378M | |
| Net Income | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | $778M | $1.25B | |
| EPS (Basic) | $-4.83 | $3.74 | $3.44 | $5.46 | $4.02 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| EPS (Diluted) | $-4.83 | $3.69 | $3.42 | $5.42 | $3.98 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| Shares (Basic) | 298,100,000 | 321,200,000 | 350,100,000 | 377,600,000 | 417,400,000 | 450,400,000 | 493,600,000 | 556,400,000 | 561,000,000 | 561,000,000 | |
| Shares (Diluted) | 298,100,000 | 324,800,000 | 351,600,000 | 379,900,000 | 421,200,000 | 450,400,000 | 493,600,000 | 556,500,000 | 561,000,000 | 561,000,000 |
الميزانية العمومية
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $12.46B | $6.96B | $8.24B | $4.28B | $5.19B | $6.18B | $4.41B | $4.47B | $4.81B | $5.65B | |
| Goodwill | · | · | · | · | · | · | · | $4.57B | $4.57B | $4.94B | |
| Total Assets | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Short-term Debt | $25M | $0 | $254M | $759M | $92M | $0 | $0 | $546M | $1.86B | · | |
| Deferred Tax | · | · | · | · | $0 | $749M | $528M | $35M | · | · | |
| Total Liabilities | $316.20B | $292.18B | $271.55B | $249.11B | $278.70B | $258.08B | $234.41B | $205.22B | $218.47B | · | |
| Total Debt | · | $3.83B | $4.07B | $4.08B | $92M | $0 | $0 | $546M | · | · | |
| Common Stock | $5M | $5M | $5M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $1.93B | $2.34B | $2.33B | $2.30B | $1.92B | $1.99B | $1.92B | $1.91B | $1.30B | · | |
| Retained Earnings | $8.37B | $10.63B | $10.25B | $9.82B | $8.88B | $10.70B | $11.74B | $13.94B | $12.22B | · | |
| Treasury Stock | $5.17B | $4.20B | $3.71B | $3.30B | $2.85B | $2.25B | $1.83B | $640M | $0 | · | |
| AOCI | $-6.28B | $-8.71B | $-7.80B | $-8.99B | $2.00B | $3.86B | $844M | $-1.41B | $-108M | · | |
| Stockholders' Equity | $-74M | $1.56B | $2.64B | $1.40B | $11.52B | $15.58B | $13.46B | $13.80B | $13.42B | · | |
| Liabilities + Equity | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Shares Outstanding | 283,358,187 | 309,900,248 | 333,877,990 | 365,081,940 | 391,290,224 | 440,776,011 | 463,711,392 | 528,861,758 | 561,000,000 | · |
التدفق النقدي
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $675M | $296M | $386M | · | |
| Deferred Tax | $-1.05B | $138M | $-939M | $593M | $310M | $-749M | $-664M | $809M | $168M | $209M | |
| Operating Cash Flow | $714M | $2.01B | $-208M | $-250M | $-193M | $-61M | $-216M | $61M | $-243M | $-236M | |
| Investing Cash Flow | $-10.97B | $-15.86B | $-4.85B | $-7.49B | $-12.69B | $-7.82B | $-8.50B | $-2.05B | $-9.69B | $-5.77B | |
| Debt Issued | $495M | $0 | $497M | $0 | $0 | $0 | $0 | $4.06B | $0 | $0 | |
| Net Debt Issued | · | $0 | $497M | · | · | $0 | $-300M | $4.06B | · | · | |
| Stock Repurchased | $1.45B | $1.01B | $919M | $849M | $1.64B | $430M | $1.35B | $648M | $0 | $0 | |
| Net Stock Activity | · | $-1.01B | $-919M | $-849M | $-1.64B | $-430M | $-1.30B | $-648M | · | · | |
| Dividends Paid | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | $0 | $0 | |
| Financing Cash Flow | $15.72B | $12.44B | $9.00B | $7.04B | $11.95B | $9.67B | $8.71B | $1.66B | $9.07B | $5.11B | |
| Net Change in Cash | $5.50B | $-1.43B | $3.96B | $-748M | $-952M | $1.81B | $1M | $-345M | $-840M | $-903M | |
| Taxes Paid | $576M | $-38M | $265M | $89M | $305M | $-173M | $-506M | $57M | $31M | $31M |
الربحية
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 10.5% | 12.4% | 12.7% | -4.0% | -5.2% | -18.1% | 15.1% | · | · | |
| Pretax Margin | · | 17.0% | 7.0% | 18.0% | -1.5% | -8.8% | -21.2% | 20.4% | · | · | |
| ROA | · | 0.44% | 0.49% | 0.65% | -0.15% | -0.24% | -0.74% | 0.81% | · | · | |
| ROE | · | 54.6% | 64.3% | 27.1% | -3.2% | -3.9% | -12.7% | 13.4% | · | · |
السيولة والملاءة
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 2.4 | 1.5 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | 2.4 | 1.4 | 2.0 | · | · | · | · | · | · |
الكفاءة
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | · | · |
لكل سهم
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $5.11 | $7.93 | $4.54 | $29.44 | $35.34 | $29.19 | $26.22 | · | · | |
| Revenue / Share | · | $38.29 | $29.94 | $36.90 | $26.44 | $27.56 | $19.43 | $21.70 | · | · | |
| Cash Flow / Share | · | $6.18 | $-0.59 | $-2.24 | $-1.81 | $-0.14 | $-0.44 | $0.11 | · | · | |
| Cash / Share | · | $22.47 | $24.68 | $11.73 | $13.26 | $14.02 | $9.50 | $8.45 | · | · | |
| Dividend / Share | $1.05 | $0.94 | $0.86 | $0.78 | $0.71 | $0.66 | $0.58 | $0.26 | $0.00 | · | |
| EPS (TTM) | $-4.83 | $3.69 | $3.42 | $5.42 | $3.98 | $-1.56 | $-3.57 | $3.33 | · | · |
معدلات النمو
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -6.1% | 18.8% | -17.3% | 66.1% | -38.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.6% | 17.7% | -5.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 7.9% | -37.4% | 37.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -2.5% | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -0.23% | -40.4% | 22.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -10.0% | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا)
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | · | · | |
| Net Income TTM | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | · | · | |
| Market Cap | · | $14.62B | $11.12B | $10.48B | $12.83B | $11.28B | $11.49B | $8.79B | · | · | |
| Enterprise Value | · | $11.49B | $6.95B | $10.28B | $7.73B | $5.10B | $7.09B | $4.87B | · | · | |
| P/E | -9.9 | 12.8 | 9.7 | 5.3 | 8.2 | -16.4 | -6.9 | 5.0 | · | · | |
| P/S | · | 1.2 | 1.1 | 0.8 | 1.7 | 0.9 | 1.2 | 0.7 | · | · | |
| P/B | · | 9.2 | 4.2 | 6.3 | 1.1 | 0.7 | 0.8 | 0.6 | · | · | |
| P / Tangible Book | · | 9.3 | 4.2 | 7.5 | 1.1 | 0.7 | · | · | · | · | |
| P / Cash Flow | · | 7.3 | -53.5 | -12.3 | -17.0 | -184.9 | -53.2 | 144.2 | · | · | |
| EV / Revenue | · | 0.9 | 0.7 | 0.8 | 1.0 | 0.4 | 0.7 | 0.4 | · | · | |
| Dividend Yield | · | 2.1% | 2.7% | 2.8% | 2.3% | 2.6% | 2.5% | 1.8% | · | · | |
| Earnings Yield | -10.1% | 7.8% | 10.3% | 18.9% | 12.1% | -6.1% | -14.4% | 20.0% | · | · | |
| Payout Ratio | · | 23.1% | 23.1% | 16.5% | -67.4% | -45.8% | -16.4% | 8.6% | · | · | |
| Annual Payout | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | · | · |
قائمة الدخل
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.66B | $4.23B | $3.28B | $1.45B | $2.36B | $4.58B | $3.62B | $3.07B | $3.51B | $2.23B | $2.11B | $3.63B | $2.36B | $2.36B | $2.99B | $4.69B | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $57M | · | $55M | $55M | $61M | $51M | $50M | |
| Pretax Income | $-493M | $887M | $344M | $-1.35B | $-363M | $174M | $1.19B | $-11M | $681M | $219M | $-821M | $1.46B | $539M | $-459M | $825M | $1.27B | |
| Income Tax | $-140M | $156M | $33M | $-133M | $-80M | $24M | $179M | $-39M | $116M | $24M | $-228M | $336M | $-293M | $-725M | $177M | $264M | |
| Net Income | $-453M | $621M | $215M | $-1.31B | $-349M | $63M | $892M | $-132M | $428M | $92M | $-702M | $1.05B | $760M | $177M | $594M | $967M | |
| EPS (Basic) | $-1.68 | $2.16 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.72 | $-0.46 | $1.24 | $0.24 | $-2.06 | $2.98 | $2.07 | $0.45 | $1.55 | $2.48 | |
| EPS (Diluted) | $-1.68 | $2.14 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.69 | $-0.46 | $1.23 | $0.23 | $-2.06 | $2.97 | $2.06 | $0.45 | $1.54 | $2.47 | |
| Shares (Basic) | 278,300,000 | 281,300,000 | · | 296,200,000 | 303,200,000 | 307,800,000 | · | 318,200,000 | 324,200,000 | 330,200,000 | · | 346,400,000 | 355,200,000 | 361,900,000 | 374,500,000 | 378,900,000 | |
| Shares (Diluted) | 278,300,000 | 283,800,000 | · | 296,200,000 | 303,200,000 | 311,900,000 | · | 318,200,000 | 327,300,000 | 332,700,000 | · | 348,000,000 | 356,100,000 | 364,100,000 | 376,800,000 | 380,600,000 |
الميزانية العمومية
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17.18B | $9.90B | $12.46B | $13.60B | $14.96B | $8.16B | $6.96B | $9.58B | $9.68B | $10.36B | · | $6.10B | $7.69B | $5.02B | $4.14B | $5.11B | |
| Total Assets | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Short-term Debt | $0 | $0 | $25M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $751M | · | · | |
| Total Liabilities | $333.43B | $308.13B | $316.20B | $312.46B | $300.12B | $282.87B | $292.18B | $292.79B | $283.30B | $280.83B | $271.55B | $256.33B | $263.21B | $255.42B | $240.41B | $246.13B | |
| Total Debt | $3.84B | $3.84B | · | $3.83B | $4.33B | $4.33B | · | $3.83B | $3.83B | $3.82B | · | $3.82B | $3.82B | $4.57B | · | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $3M | $4M | $4M | $4M | $4M | |
| Paid-in Capital | $1.94B | $1.92B | $1.93B | $1.92B | $1.90B | $2.31B | $2.34B | $2.34B | $2.34B | $2.32B | · | $2.31B | $2.30B | $2.30B | $2.03B | $1.92B | |
| Retained Earnings | $8.23B | $8.78B | $8.37B | $8.36B | $9.87B | $10.45B | $10.63B | $9.98B | $10.32B | $10.11B | $10.25B | $11.16B | $10.32B | $9.81B | $10.84B | $10.72B | |
| Treasury Stock | $5.56B | $5.19B | $5.17B | $5.01B | $4.42B | $4.30B | $4.20B | $4.07B | $3.93B | $3.80B | · | $3.59B | $3.49B | $3.40B | $3.20B | $3.06B | |
| AOCI | $-6.46B | $-6.30B | $-6.28B | $-6.19B | $-7.43B | $-7.57B | $-8.71B | $-6.59B | $-8.64B | $-8.17B | $-7.80B | $-9.80B | $-7.14B | $-6.52B | $-7.88B | $-5.55B | |
| Stockholders' Equity | $-785M | $273M | $-74M | $148M | $1.15B | $2.40B | $1.56B | $3.22B | $1.64B | $2.03B | $2.64B | $1.64B | $3.55B | $3.75B | $3.35B | $5.59B | |
| Liabilities + Equity | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Shares Outstanding | 273,083,312 | 281,499,559 | 283,358,187 | 289,208,849 | 301,768,056 | 306,340,799 | 309,900,248 | 315,465,246 | 321,591,488 | 327,616,168 | · | 342,074,647 | 350,240,160 | 359,089,998 | 370,114,999 | 376,922,387 |
التدفق النقدي
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $643M | $499M | $-154M | $369M | $341M | $158M | $400M | $683M | $892M | $31M | $-393M | $411M | $361M | $-587M | $513M | $190M | |
| Investing Cash Flow | $-2.16B | $-2.96B | $-2.48B | $-4.77B | $-2.52B | $-1.20B | $-5.54B | $-2.39B | $-5.25B | $-2.68B | $115M | $-2.45B | $-1.09B | $-1.43B | $-2.52B | $-1.58B | |
| Debt Issued | $0 | $0 | $0 | $0 | $0 | $495M | $0 | $0 | $0 | $0 | $0 | $1M | $0 | $496M | $0 | $0 | |
| Net Debt Issued | · | $0 | · | · | · | $495M | · | · | · | $0 | · | · | · | $496M | · | · | |
| Stock Repurchased | $366M | $147M | $277M | $676M | $235M | $262M | $260M | $254M | $247M | $253M | $241M | $238M | $226M | $214M | $200M | $220M | |
| Net Stock Activity | · | $-147M | · | · | · | $-262M | · | · | · | $-253M | · | · | · | $-214M | · | · | |
| Dividends Paid | $83M | $76M | $77M | $81M | $82M | $74M | $75M | $76M | $78M | $73M | $74M | $77M | $78M | $72M | $75M | $75M | |
| Financing Cash Flow | $8.80B | $-96M | $1.49B | $3.05B | $8.94B | $2.23B | $2.55B | $1.58B | $3.36B | $4.95B | $2.39B | $470M | $3.39B | $2.75B | $1.08B | $824M | |
| Net Change in Cash | $7.28B | $-2.56B | $-1.14B | $-1.35B | $6.79B | $1.20B | $-2.62B | $-105M | $-992M | $2.28B | $2.13B | $-1.59B | $2.67B | $742M | $-970M | $-604M |
الربحية
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -27.3% | 14.7% | · | -90.3% | -14.8% | 1.4% | · | -4.4% | 12.2% | 5.1% | · | 29.4% | 31.9% | 7.5% | 9.1% | 33.4% | |
| Pretax Margin | -29.7% | 21.0% | · | -93.0% | -15.4% | 3.8% | · | -0.46% | 19.4% | 11.1% | · | 40.7% | 22.7% | -19.5% | 13.9% | 43.3% | |
| ROA | -0.14% | 0.21% | · | -0.43% | -0.12% | 0.02% | · | -0.05% | 0.15% | 0.04% | · | 0.42% | 0.29% | 0.07% | 0.10% | 0.64% | |
| ROE | -248.9% | 46.5% | · | -77.7% | -25.0% | 2.8% | · | -5.5% | 16.5% | 3.9% | · | 42.6% | 16.6% | 3.0% | 3.6% | 20.0% |
السيولة والملاءة
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.2 | · | · | |
| LT Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.0 | · | · |
الكفاءة
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
لكل سهم
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-2.87 | $0.97 | · | $0.51 | $3.81 | $7.84 | · | $10.21 | $5.11 | $6.20 | · | $4.80 | $10.14 | $10.45 | $9.06 | $14.83 | |
| Revenue / Share | $5.96 | $14.90 | · | $4.90 | $7.79 | $14.67 | · | $9.67 | $10.72 | $6.70 | · | $10.41 | $6.68 | $6.47 | $7.99 | $13.58 | |
| Cash Flow / Share | · | $1.76 | · | · | · | $0.51 | · | · | · | $0.09 | · | · | · | $-1.61 | · | · | |
| Cash / Share | $62.92 | $35.18 | · | $47.04 | $49.56 | $26.65 | · | $30.36 | $30.11 | $31.61 | · | $17.82 | $21.96 | $13.97 | $11.18 | $13.55 | |
| Dividend / Share | $0.30 | $0.27 | $0.27 | $0.27 | $0.27 | $0.24 | $0.24 | $0.24 | $0.24 | $0.22 | $0.22 | $0.22 | $0.22 | $0.20 | $0.20 | $0.20 | |
| EPS (TTM) | $-3.32 | $-2.85 | · | $-2.83 | $1.18 | $3.62 | · | $-1.06 | $2.37 | $3.20 | · | $5.61 | $4.18 | $4.59 | $10.95 | $11.00 |
التقييم (آخر 12 شهرًا)
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.62B | $11.32B | · | $12.00B | $13.63B | $14.77B | · | $10.92B | $11.48B | $10.33B | · | $10.17B | $9.53B | $11.86B | $10.72B | $11.35B | |
| Net Income TTM | $-926M | $-822M | · | $-703M | $474M | $1.25B | · | $-314M | $866M | $1.20B | · | $2.05B | $1.59B | $1.80B | $4.54B | $4.62B | |
| Market Cap | $11.98B | $10.45B | · | $14.69B | $16.93B | $15.96B | · | $13.26B | $13.14B | $12.45B | · | $9.71B | $9.51B | $9.12B | $9.75B | $9.83B | |
| Enterprise Value | $-1.36B | $4.38B | · | $4.92B | $6.30B | $12.12B | · | $7.51B | $7.29B | $5.92B | · | $7.44B | $5.64B | $8.67B | · | · | |
| P/E | -13.2 | -13.0 | · | -17.9 | 47.5 | 14.4 | · | -39.7 | 17.2 | 11.9 | · | 5.1 | 6.5 | 5.5 | 2.4 | 2.4 | |
| P/S | 1.1 | 0.9 | · | 1.2 | 1.2 | 1.1 | · | 1.2 | 1.1 | 1.2 | · | 1.0 | 1.0 | 0.8 | 0.9 | 0.9 | |
| P/B | -15.3 | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Tangible Book | · | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Cash Flow | · | 20.9 | · | · | · | 101.0 | · | · | · | 401.7 | · | · | · | -15.5 | · | · | |
| EV / Revenue | -0.1 | 0.4 | · | 0.4 | 0.5 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.7 | · | · | |
| Dividend Yield | 2.6% | 3.0% | · | 2.1% | 1.8% | 1.9% | · | 2.3% | 2.3% | 2.4% | · | 3.1% | 3.1% | 3.2% | 3.0% | 3.0% | |
| Earnings Yield | -7.6% | -7.7% | · | -5.6% | 2.1% | 7.0% | · | -2.5% | 5.8% | 8.4% | · | 19.8% | 15.4% | 18.1% | 41.6% | 42.2% | |
| Payout Ratio | · | 12.2% | · | · | · | 117.5% | · | · | · | 64.0% | · | · | · | 40.7% | · | · | |
| Annual Payout | $317M | $316M | · | $312M | $307M | $303M | · | $301M | $302M | $302M | · | $301M | $299M | $296M | $292M | $291M |
أحدث فترة على اليسار · القيم الفارغة معروضة كـ ·
القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات
| المقياس | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| الإيرادات | $11.66B | $12.43B | · | · | · |
| صافي الدخل | $-1.38B | $1.28B | · | · | · |
| EPS المخفف | $-4.83 | $3.69 | · | · | · |
| المقياس | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| الدين / حقوق الملكية | · | 2.4 | · | · | · |
لا توجد بيانات أساسية كافية لبناء هذا البيان بعد.
الملاك المؤسسيون (13F) 520 مقدمي إقرار · $12.3B إجمالي · حتى تاريخ 30 سبتمبر، 2026
المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.
| مراكز جديدة | المراكز الخارجة | زيادة | انخفض | صافي التغير في الأسهم |
|---|---|---|---|---|
| 64 (-41 مقابل الربع السابق) | 120 (+37 مقابل الربع السابق) | 143 (-40 مقابل الربع السابق) | 209 (+8 مقابل الربع السابق) | +6.9M |
مقارنة بـ Q1 2026. المواعيد النهائية لتقديم إقرارات نموذج 13F لهيئة الأوراق المالية والبورصات (SEC) هي في غضون 45 يومًا من نهاية الربع بالإضافة إلى فترة سماح قصيرة للمقدمين المتأخرين — يتم تخطي الأرباع التي لا تزال ضمن هذه النافذة لصالح أحدث زوج تم الإبلاغ عنه بالكامل.
| مؤسسة | القيمة | الأسهم | % من 13F المتتبعة | النوع |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1459668407 | 30633125 | 11,86% | الأسهم |
| BlackRock, Inc. | $1136305038 | 25895739 | 9,23% | الأسهم |
| NORGES BANK | $804175026 | 18326687 | 6,53% | الأسهم |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589922325 | 13443991 | 4,79% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $557420497 | 12703293 | 4,53% | الأسهم |
| HARRIS ASSOCIATES L P | $416378933 | 9489037 | 3,38% | الأسهم |
| STATE STREET CORP | $411958428 | 9388296 | 3,35% | الأسهم |
| CANADA PENSION PLAN INVESTMENT BOARD | $399575800 | 9106103 | 3,25% | الأسهم |
| WELLINGTON MANAGEMENT GROUP LLP | $385485185 | 8784986 | 3,13% | الأسهم |
| Capital International Investors | $369251911 | 8415039 | 3,00% | الأسهم |
| PZENA INVESTMENT MANAGEMENT LLC | $244051960 | 5561804 | 1,98% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $238783098 | 5440336 | 1,94% | الأسهم |
| VIKING GLOBAL INVESTORS LP | $236903556 | 5398896 | 1,92% | الأسهم |
| THORNBURG INVESTMENT MANAGEMENT INC | $225645748 | 5142337 | 1,83% | الأسهم |
| BANK OF MONTREAL /CAN/ | $212456501 | 4841762 | 1,73% | الأسهم |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208145614 | 4743519 | 1,69% | الأسهم |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $186954283 | 4234561 | 1,52% | الأسهم |
| Conifer Management, L.L.C. | $184296000 | 4200000 | 1,50% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $169624894 | 3865401 | 1,38% | الأسهم |
| Castle Hook Partners LP | $157947771 | 3599539 | 1,28% | الأسهم |
| MORGAN STANLEY | $146879086 | 3347289 | 1,19% | الأسهم |
| NORTHERN TRUST CORP | $143120457 | 3261633 | 1,16% | الأسهم |
| Invesco Ltd. | $134216152 | 3058709 | 1,09% | الأسهم |
| FMR LLC | $133462486 | 3041533 | 1,08% | الأسهم |
| MARSHALL WACE, LLP | $121953007 | 2779239 | 0,99% | الأسهم |
| GOLDMAN SACHS GROUP INC | $116566632 | 2656487 | 0,95% | الأسهم |
| Nuveen, LLC | $102701535 | 2340509 | 0,83% | الأسهم |
| TCW GROUP INC | $100312197 | 2286057 | 0,81% | الأسهم |
| JANE STREET GROUP, LLC | $99318430 | 2263410 | 0,81% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94026240 | 2142804 | 0,76% | الأسهم |
| Bank of New York Mellon Corp | $93471972 | 2130173 | 0,76% | الأسهم |
| D. E. Shaw & Co., Inc. | $89255343 | 2034078 | 0,72% | الأسهم |
| PRINCIPAL FINANCIAL GROUP INC | $87917960 | 2003499 | 0,71% | الأسهم |
| ALGEBRIS (UK) LTD | $85645508 | 1957978 | 0,70% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $79273125 | 1806589 | 0,64% | الأسهم |
| UBS Group AG | $78608123 | 1791434 | 0,64% | الأسهم |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $76516443 | 2061882 | 0,62% | الأسهم |
| NORDEA INVESTMENT MANAGEMENT AB | $64810983 | 1480717 | 0,53% | الأسهم |
| CITADEL ADVISORS LLC | $60523421 | 1379294 | 0,49% | الأسهم |
| Alyeska Investment Group, L.P. | $59923669 | 1365626 | 0,49% | الأسهم |
| Qube Research & Technologies Ltd | $57899397 | 1319494 | 0,47% | الأسهم |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51473390 | 1173049 | 0,42% | الأسهم |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50462000 | 1150000 | 0,41% | الأسهم |
| Woodline Partners LP | $47424626 | 1080780 | 0,39% | الأسهم |
| CI INVESTMENTS INC. | $41675469 | 949760 | 0,34% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $41369285 | 942782 | 0,34% | الأسهم |
| LAZARD ASSET MANAGEMENT LLC | $38797687 | 884177 | 0,32% | الأسهم |
| RENAISSANCE TECHNOLOGIES LLC | $35977212 | 819900 | 0,29% | الأسهم |
| BRUNI J V & CO /CO | $33652845 | 766929 | 0,27% | الأسهم |
| RHUMBLINE ADVISERS | $33448952 | 762284 | 0,27% | الأسهم |
الناشطون والمالكون بنسبة 5%+ 2 حيازتان
المستثمرون الذين قدموا الجدول الزمني 13D لدى هيئة الأوراق المالية والبورصات — ملكية مستفيدة تزيد عن 5% مع نية التأثير على المُصدر (حصص الناشطين، حملات مجلس الإدارة، الاندماج والاستحواذ). يعرض كل صف أحدث حالة معروفة لمركز مقدم الطلب هذا.
| مقدم | مقدم | حصة | الحالة | الغرض | إيداع |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 إيداعات | 14 يوليو، 2025 | 68,17% | تعديل | · | SEC |
| AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., AXA Equitable Financial Services, LLC, MONY Life Insurance Company of America ×4 إيداعات | 25 مارس، 2019 | · | إيداع أولي | الهيكل الرأسمالي | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
المطلعون على الشركة 25 من المطلعين · مسؤولون 13 · مديرون 12
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| Mark Pearson | President and CEO | 10 أغسطس، 2026 A | 754761 | 0 | 15 | $-17825417 |
| Robin M Raju | Chief Financial Officer | 10 أغسطس، 2026 A | 186501 | 0 | 0 | $0 |
| Anders Malmstrom | Senior EVP & CFO | 22 مارس، 2021 F | 118789 | 0 | 0 | $0 |
| Nick Lane | Reporting person's title is President of Equitable Financial. | 4 سبتمبر، 2026 S | 110007 | 0 | 14 | $-6002232 |
| Jeffrey J Hurd | Chief Operating Officer | 17 أغسطس، 2026 M | 65019 | 0 | 25 | $-5141043 |
| Kurt Meyers | Chief Legal Officer, Secretary | 10 أغسطس، 2026 A | 35286 | 0 | 0 | $0 |
| Seth P Bernstein | Reporting person's title is Head of Asset Management | 10 أغسطس، 2026 A | 55970 | 0 | 0 | $0 |
| William James Eckert IV | Chief Accounting Officer | 10 أغسطس، 2026 A | 8467 | 0 | 4 | $-822788 |
| Jose Ramon Gonzalez | Chief Legal Officer | 12 أغسطس، 2025 A | 88556 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 15 مارس، 2021 S | 63255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 16 مارس، 2020 A | 15392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 11 يونيو، 2018 A | 8260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 11 يونيو، 2018 A | 29302 | 0 | 0 | $0 |
| Bertram L Scott | مدير | 21 سبتمبر، 2026 S | 23685 | 0 | 3 | $-327547 |
| Craig C Mackay | مدير | 17 سبتمبر، 2026 S | 16999 | 0 | 2 | $-221552 |
| Arlene Isaacs-Lowe | مدير | 4 سبتمبر، 2026 S | 19763 | 0 | 1 | $-52820 |
| Charles G.T. Stonehill | مدير | 6 أغسطس، 2026 S | 34357 | 0 | 1 | $-386550 |
| Francis Hondal | مدير | 20 مايو، 2026 A | 30331 | 12 | 0 | $45898 |
| George Stansfield | مدير | 20 مايو، 2026 A | 43227 | 0 | 0 | $0 |
| Douglas A. Dachille | مدير | 20 مايو، 2026 A | 7793 | 0 | 0 | $0 |
| Daniel G Kaye | مدير | 20 مايو، 2026 A | 60086 | 0 | 0 | $0 |
| Joan M Lammtennant | مدير | 20 مايو، 2026 A | 54788 | 0 | 0 | $0 |
| Kristi Ann Matus | مدير | 24 مارس، 2023 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | مدير | 20 مايو، 2021 A | 56695 | 0 | 0 | $0 |
| AXA | مالك 10% | 10 ديسمبر، 2019 S | 44162500 | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
ملكية صناديق المؤشرات المتداولة محتفظ بها بواسطة 82 صناديق مؤشرات متداولة
الوزن يعكس فقط ممتلكات الأسهم المباشرة (N-PORT)؛ قد تحتفظ الصناديق المضاعفة أو القائمة على المشتقات بتعرض إضافي للمقايضة غير معروض.
| صندوق | الوزن | الوحدات | حتى تاريخ | المصدر |
|---|---|---|---|---|
| MNA · New York Life Investments ETF Trust | 2,77% | 146010 NS | 31 يوليو، 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,88% | 9311 NS | 31 يوليو، 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1,54% | 554822 | 1 أكتوبر، 2026 | يومي |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,16% | 310000 | 1 أكتوبر، 2026 | يومي |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,76% | 1628353 | 1 أكتوبر، 2026 | يومي |
| GSY · Invesco Actively Managed Exchange-T… | 0,75% | 29557000 | 1 أكتوبر، 2026 | يومي |
| IQSM · New York Life Investments ETF Trust | 0,53% | 36960 NS | 31 يوليو، 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,48% | 118286 SH | 1 أكتوبر، 2026 | يومي |
| PTMC · Pacer Funds Trust | 0,38% | 30928 NS | 31 يوليو، 2026 | N-PORT |
| PFF · iShares Trust | 0,37% | 2691178 SH | 11 سبتمبر، 2026 | يومي |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,37% | 125734 SH | 19 أغسطس، 2026 | يومي |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,34% | 454860 SH | 19 أغسطس، 2026 | يومي |
| ESML · iShares Trust | 0,34% | 178533 SH | 11 سبتمبر، 2026 | يومي |
| BKMC · BNY Mellon ETF Trust | 0,33% | 44237 NS | 31 يوليو، 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,31% | 133334 SH | 19 أغسطس، 2026 | يومي |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 122762 NS | 31 يوليو، 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,29% | 4135 NS | 31 يوليو، 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,26% | 4099670 SH | 19 أغسطس، 2026 | يومي |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,24% | 305000 | 1 أكتوبر، 2026 | يومي |
| IWP · iShares Trust | 0,23% | 846070 SH | 11 سبتمبر، 2026 | يومي |
| IYF · iShares Trust | 0,21% | 178521 SH | 11 سبتمبر، 2026 | يومي |
| IYG · iShares Trust | 0,19% | 80205 SH | 11 سبتمبر، 2026 | يومي |
| SMMD · iShares Trust | 0,18% | 128797 SH | 11 سبتمبر، 2026 | يومي |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,17% | 5253000 | 1 أكتوبر، 2026 | يومي |
| VB · VANGUARD INDEX FUNDS | 0,15% | 6458916 SH | 19 أغسطس، 2026 | يومي |
| FNCL · FIDELITY COVINGTON TRUST | 0,15% | 74045 NS | 31 يوليو، 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 3230157 SH | 19 أغسطس، 2026 | يومي |
| VFH · VANGUARD WORLD FUND | 0,14% | 458669 SH | 19 أغسطس، 2026 | يومي |
| WSML · iShares Trust | 0,14% | 17101 SH | 11 سبتمبر، 2026 | يومي |
| TILT · FlexShares Trust | 0,13% | 58144 NS | 31 يوليو، 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1056019 SH | 11 سبتمبر، 2026 | يومي |
| DGRO · iShares Trust | 0,07% | 598720 SH | 11 سبتمبر، 2026 | يومي |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 10002 SH | 1 أكتوبر، 2026 | يومي |
| IWS · iShares Trust | 0,06% | 179360 SH | 11 سبتمبر، 2026 | يومي |
| DFSU · Dimensional ETF Trust | 0,06% | 29190 NS | 31 يوليو، 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 518302 NS | 31 يوليو، 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 1117014 SH | 19 أغسطس، 2026 | يومي |
| DSI · iShares Trust | 0,04% | 41719 SH | 11 سبتمبر، 2026 | يومي |
| DUHP · Dimensional ETF Trust | 0,04% | 100553 NS | 31 يوليو، 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,04% | 27250 NS | 31 يوليو، 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 66379 SH | 1 أكتوبر، 2026 | يومي |
| IWF · iShares Trust | 0,02% | 580473 SH | 11 سبتمبر، 2026 | يومي |
| IWB · iShares Trust | 0,02% | 196711 SH | 11 سبتمبر، 2026 | يومي |
| DFAU · Dimensional ETF Trust | 0,02% | 55271 NS | 31 يوليو، 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 12090 SH | 11 سبتمبر، 2026 | يومي |
| IWV · iShares Trust | 0,02% | 77707 SH | 11 سبتمبر، 2026 | يومي |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 8938320 SH | 19 أغسطس، 2026 | يومي |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 45921 SH | 19 أغسطس، 2026 | يومي |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 78310 SH | 19 أغسطس، 2026 | يومي |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 238708 SH | 19 أغسطس، 2026 | يومي |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 23595 SH | 19 أغسطس، 2026 | يومي |
| DXUV · Dimensional ETF Trust | 0,02% | 2308 NS | 31 يوليو، 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,02% | 63227 SH | 19 أغسطس، 2026 | يومي |
| DFUS · Dimensional ETF Trust | 0,02% | 87074 NS | 31 يوليو، 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 325592 SH | 11 سبتمبر، 2026 | يومي |
| IWD · iShares Trust | 0,02% | 278651 SH | 11 سبتمبر، 2026 | يومي |
| IUSV · iShares Trust | 0,02% | 81516 SH | 11 سبتمبر، 2026 | يومي |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 247565 SH | 19 أغسطس، 2026 | يومي |
| IUSG · iShares Trust | 0,01% | 62070 SH | 11 سبتمبر، 2026 | يومي |
| FHEQ · Fidelity Greenwood Street Trust | 0,01% | 1904 NS | 31 يوليو، 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,01% | 436 NS | 31 يوليو، 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,01% | 47 NS | 31 يوليو، 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 25171 NS | 31 يوليو، 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,00% | 3000 | 30 سبتمبر، 2026 | يومي |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 يوليو، 2026 | يومي |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 يوليو، 2026 | يومي |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 يوليو، 2026 | يومي |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 يوليو، 2026 | يومي |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 يوليو، 2026 | يومي |
| VSDB · VANGUARD MALVERN FUNDS | · | · | 15 يوليو، 2026 | يومي |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 يوليو، 2026 | يومي |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 يوليو، 2026 | يومي |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 يوليو، 2026 | يومي |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 يوليو، 2026 | يومي |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 يوليو، 2026 | يومي |
| IJH · iShares Trust | · | 9431702 SH | 11 سبتمبر، 2026 | يومي |
| IJK · iShares Trust | · | 780475 SH | 10 سبتمبر، 2026 | يومي |
| IJJ · iShares Trust | · | 724048 SH | 25 أغسطس، 2026 | يومي |
| XJH · iShares Trust | · | 35007 SH | 8 سبتمبر، 2026 | يومي |
| VCEB · VANGUARD WORLD FUND | · | · | 30 يوليو، 2026 | يومي |
| ISCB · iShares Trust | · | 12003 SH | 11 سبتمبر، 2026 | يومي |
| ISCV · iShares Trust | · | 60277 SH | 11 سبتمبر، 2026 | يومي |
EQH توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
السعر المستهدف لمدة 12 شهرًا
11 محللين · 2026-10-01السعر المستهدف المتوسط $62.09 +18,0%
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
أساس السنة المالية، الأسعار كما في إغلاق نهاية السنة المالية الأخيرة لكل شركة.
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| EQH | · | -9.9 | -6.1% | · | · | · |
| APO | $83.81B | 26.1 | 22.7% | 10.9% | 17.2% | · |
| CRBG | · | -44.4 | -1.2% | · | · | · |
| JXN | $7.13B | -444.4 | 104.3% | 0.40% | 0.27% | · |
| VOYA | $6.99B | 11.8 | 1.7% | 8.0% | 14.6% | · |
| ALRS | $572M | 33.1 | 1.1% | 7.8% | 3.3% | · |
| SOR | · | · | · | · | · | · |
| NEWT | · | · | · | · | · | · |
آخر الأخبار أحدث العناوين التي تذكر هذه الشركة
مقاييسي قائمة المراقبة الشخصية الخاصة بك — صفوف مختارة من الأساسيات الكاملة
اختر المقاييس التي تهمك — انقر فوق علامة + بجوار أي صف في الأساسيات الكاملة أعلاه.
يتم حفظ اختيارك ويتبعك عبر جميع الأسهم.