EVR Evercore Inc. Class A Common Stock
EVR 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
EVR مخطط سعر السهم OHLCV يومي مع مؤشرات فنية — تحريك وتكبير وتخصيص عرضك
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؟
الربحية هامش الربح الإجمالي والتشغيلي والصافي؛ العائد على حقوق الملكية (ROE)، العائد على الأصول (ROA)، العائد على رأس المال المستثمر (ROIC)
الصحة المالية الديون، السيولة، الملاءة المالية — قوة الميزانية العمومية
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)
كفاءة رأس المال معدل دوران الأصول، معدل دوران المخزون، معدل دوران المستحقات
التوزيعات العائد، نسبة التوزيع، تاريخ توزيع الأرباح، معدل النمو السنوي المركب لمدة 5 سنوات
| تاريخ الاستحقاق | المبلغ |
|---|---|
| 29 مايو، 2026 | $0,8900 |
| 27 فبراير، 2026 | $0,8400 |
| 28 نوفمبر، 2025 | $0,8400 |
| 29 أغسطس، 2025 | $0,8400 |
| 30 مايو، 2025 | $0,8400 |
| 28 فبراير، 2025 | $0,8000 |
| 29 نوفمبر، 2024 | $0,8000 |
| 30 أغسطس، 2024 | $0,8000 |
| 31 مايو، 2024 | $0,8000 |
| 22 فبراير، 2024 | $0,7600 |
| 22 نوفمبر، 2023 | $0,7600 |
| 24 أغسطس، 2023 | $0,7600 |
| 25 مايو، 2023 | $0,7600 |
| 23 فبراير، 2023 | $0,7200 |
| 23 نوفمبر، 2022 | $0,7200 |
| 25 أغسطس، 2022 | $0,7200 |
| 26 مايو، 2022 | $0,7200 |
| 24 فبراير، 2022 | $0,6800 |
| 24 نوفمبر، 2021 | $0,6800 |
| 26 أغسطس، 2021 | $0,6800 |
EVR توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
- شراء قوي 4 26,7%
- شراء 6 40,0%
- احتفاظ 5 33,3%
- بيع 0 0,0%
- بيع قوي 0 0,0%
السعر المستهدف لمدة 12 شهرًا
10 محللين · 2026-08-18سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
| الفترة | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|
| 30 يونيو، 2026 | $2.91 | $2.79 | 0.12% |
| 31 مارس، 2026 | $7.53 | $5.13 | 2.4% |
| 31 ديسمبر، 2025 | $5.13 | $4.08 | 1.0% |
| 30 سبتمبر، 2025 | $3.48 | $3.29 | 0.19% |
| 30 يونيو، 2025 | $2.42 | $1.80 | 0.62% |
| 31 مارس، 2025 | $3.49 | $1.73 | 1.8% |
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| EVR | — | 24.2 | 29.5% | 15.3% | 31.7% | — |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | — |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | — |
| LPLA | — | 32.7 | 37.2% | 5.1% | 16.6% | — |
| SF | — | 14.2 | 6.7% | 10.8% | 11.7% | — |
| JEF | — | 20.3 | 2.9% | 6.3% | 6.6% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
| HLI | — | 23.1 | 9.6% | 16.3% | 18.6% | — |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| MC | — | — | — | — | 51.4% | — |
الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي
قائمة الدخل 11
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Operating Expenses | $3.07B | $2.45B | $2.07B | $2.07B | $2.19B | $1.74B | $1.57B | $1.52B | $1.28B | $1.18B | $1.09B | $745M | |
| Interest Expense | $24M | $17M | $17M | $17M | $18M | $21M | $20M | $18M | $20M | $17M | $17M | $16M | |
| Pretax Income | $794M | $533M | $366M | $704M | $1.12B | $541M | $449M | $551M | $438M | $268M | $135M | $176M | |
| Income Tax | $153M | $115M | $81M | $173M | $248M | $128M | $95M | $109M | $258M | $119M | $77M | $69M | |
| Net Income | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| EPS (Basic) | $15.29 | $9.86 | $6.71 | $12.15 | $18.48 | $8.64 | $7.44 | $9.29 | $3.16 | $2.74 | $1.15 | $2.42 | |
| EPS (Diluted) | $14.05 | $9.08 | $6.37 | $11.61 | $17.08 | $8.22 | $6.89 | $8.33 | $2.80 | $2.43 | $0.98 | $2.08 | |
| Shares (Basic) | 38,712,000 | 38,365,000 | 38,101,000 | 39,224,000 | 40,054,000 | 40,553,000 | 39,994,000 | 40,595,000 | 39,641,000 | 39,220,000 | 37,161,000 | 35,827,000 | |
| Shares (Diluted) | 42,131,000 | 41,646,000 | 40,099,000 | 41,037,000 | 43,321,000 | 42,623,000 | 43,194,000 | 45,279,000 | 44,826,000 | 44,193,000 | 43,699,000 | 41,843,000 | |
| EBITDA | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M |
الميزانية العمومية 25
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.43B | $873M | $597M | $663M | $578M | $830M | $634M | $791M | $610M | $559M | $449M | $352M | |
| Short-term Investments | $1.58B | $1.52B | $1.44B | $1.43B | $1.78B | $1.06B | $624M | $305M | $129M | $66M | · | · | |
| Other Current Assets | $232M | $140M | $174M | $204M | $59M | $92M | $88M | $28M | $30M | $24M | $16M | $20M | |
| Current Assets | $3.86B | $2.99B | $2.61B | $2.71B | $2.80B | $2.37B | $1.69B | $1.48B | $1.00B | $926M | $749M | $683M | |
| PP&E (Net) | $190M | $145M | $138M | $143M | $149M | $149M | $127M | $81M | $69M | $52M | $48M | $43M | |
| PP&E (Gross) | $360M | $296M | $351M | $330M | $314M | $288M | $244M | $171M | $139M | $105M | $91M | $77M | |
| Accum. Depreciation | $170M | $151M | $213M | $187M | $166M | $140M | $117M | $89M | $70M | $54M | $43M | $34M | |
| Goodwill | $231M | $124M | $125M | $123M | $128M | $129M | $131M | $131M | $134M | $161M | $166M | $218M | |
| Intangibles | $30M | $0 | · | $0 | $336.0K | $698.0K | $2M | $10M | $20M | $29M | $41M | $70M | |
| Other Non-current Assets | $278M | $174M | $147M | $110M | $141M | $103M | $90M | $89M | · | · | · | · | |
| Total Assets | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B | |
| Accounts Payable | $45M | $29M | $26M | $29M | $32M | $38M | $40M | $38M | $34M | $31M | $44M | $37M | |
| Short-term Debt | $48M | $38M | $0 | · | $0 | $38M | $0 | · | · | · | · | · | |
| Current Liabilities | $1.78B | $1.23B | $910M | $1.07B | $1.30B | $1.06B | $669M | $750M | $464M | $463M | $408M | $385M | |
| Capital Leases | $508M | $494M | $434M | $278M | $297M | $300M | $217M | $0 | · | · | · | · | |
| Deferred Tax | $5M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $142M | $119M | $150M | $113M | $126M | $102M | $126M | $105M | $59M | $57M | $36M | $26M | |
| Total Liabilities | $3.04B | $2.23B | $1.92B | $1.89B | $2.17B | $1.88B | $1.47B | $1.12B | $789M | $879M | $772M | $730M | |
| Total Debt | $48M | $38M | · | · | $0 | $38M | · | · | · | · | · | · | |
| Paid-in Capital | $4.02B | $3.51B | $3.16B | $2.86B | $2.46B | $2.27B | $2.02B | $1.82B | $1.60B | $1.37B | $1.21B | $950M | |
| Retained Earnings | $2.58B | $2.13B | $1.89B | $1.77B | $1.42B | $799M | $558M | $365M | $79M | $20M | $-28M | $-18M | |
| Treasury Stock | $4.56B | $3.90B | $3.45B | $3.07B | $2.55B | $1.82B | $1.68B | $1.40B | $1.11B | $812M | $644M | $361M | |
| AOCI | $-13M | $-36M | $-27M | $-28M | $-12M | $-10M | $-28M | $-30M | $-31M | $-50M | $-35M | $-20M | |
| Stockholders' Equity | $2.03B | $1.71B | $1.58B | $1.54B | $1.32B | $1.23B | $870M | $758M | $544M | $527M | $505M | $551M | |
| Liabilities + Equity | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B |
التدفق النقدي 15
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M | |
| Stock-based Comp | $675M | $570M | $515M | $467M | $422M | $367M | $360M | $294M | $230M | $258M | $208M | $112M | |
| Deferred Tax | $15M | $8M | $-3M | $-855.0K | $29M | $14M | $-11M | $-4M | $148M | $10M | $-4M | $14M | |
| Amort. of Intangibles | $4M | · | · | $336.0K | $362.0K | $2M | $8M | $9M | $10M | $12M | $17M | $8M | |
| Restructuring | · | · | · | · | · | · | $8M | · | · | · | · | · | |
| Other Non-cash | $-55M | $8M | $-334M | $-439M | $166M | $222M | $-166M | $165M | $-3M | $27M | $307M | $107M | |
| Operating Cash Flow | $1.26B | $988M | $458M | $531M | $1.38B | $978M | $505M | $850M | $507M | $422M | $368M | $216M | |
| CapEx | $74M | $30M | $20M | $23M | $28M | $53M | $71M | $33M | $31M | $18M | $16M | $14M | |
| Investing Cash Flow | $-98M | $-67M | $16M | $313M | $-706M | $-484M | $-373M | $-213M | $-55M | $-46M | $-26M | $25M | |
| Dividends Paid | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M | |
| Financing Cash Flow | $-636M | $-629M | $-557M | $-736M | $-925M | $-308M | $-290M | $-453M | $-419M | $-238M | $-235M | $-180M | |
| Net Change in Cash | $554M | $277M | $-67M | $85M | $-251M | $194M | $-156M | $183M | $42M | $112M | $97M | $54M | |
| Taxes Paid | $117M | $98M | $75M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $1.18B | $958M | $438M | $508M | $1.36B | $925M | $434M | $816M | $485M | $398M | $341M | $202M | |
| Levered FCF | $1.16B | $945M | $425M | $495M | $1.34B | $909M | $418M | $802M | $477M | $388M | $333M | $193M |
الربحية 5
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.3% | 12.6% | 10.5% | 17.2% | 22.4% | 15.3% | 14.7% | 18.1% | 7.3% | 7.4% | 3.5% | 9.3% | |
| Pretax Margin | 20.5% | 17.8% | 15.0% | 25.3% | 33.8% | 23.7% | 22.1% | 26.5% | 25.4% | 18.4% | 10.9% | 18.9% | |
| EBITDA Margin | 0.74% | 0.82% | 1.0% | 0.99% | 0.84% | 1.1% | 1.1% | 0.86% | 0.87% | 0.90% | 0.84% | 0.89% | |
| ROA | 12.4% | 9.8% | 7.4% | 14.1% | 20.9% | 11.7% | 12.4% | 19.7% | 8.0% | 6.9% | 3.0% | 6.5% | |
| ROE | 31.7% | 23.0% | 16.4% | 33.4% | 58.0% | 33.4% | 36.5% | 57.9% | 23.4% | 20.8% | 8.1% | 16.5% |
السيولة والملاءة 3
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 2.4 | 2.9 | 2.5 | 2.2 | 2.2 | 2.5 | 2.0 | 2.2 | 2.0 | 1.8 | 1.8 | |
| Quick Ratio | 1.7 | 1.9 | 2.2 | 2.0 | 1.8 | 1.8 | 1.9 | 1.5 | 1.6 | 1.2 | 1.1 | 0.9 | |
| Debt / Equity | 0.0 | 0.0 | · | · | 0.0 | 0.0 | · | · | · | · | · | · |
الكفاءة 1
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.7 | 0.8 | 0.9 | 0.8 | 0.8 | 1.1 | 1.1 | 0.9 | 0.9 | 0.7 |
معدلات النمو 10
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 29.5% | 22.7% | -12.1% | -16.0% | 44.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.8% | -3.2% | 2.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.7% | 42.5% | -45.1% | -32.0% | 107.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 6.6% | -19.0% | -8.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 56.5% | 48.1% | -46.4% | -35.6% | 111.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.5% | -20.1% | -10.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا) 6
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Net Income TTM | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| P/E | 24.2 | 30.5 | 26.9 | 9.4 | 8.0 | 13.3 | 10.9 | 8.6 | 32.1 | 28.3 | 55.2 | 25.2 | |
| Earnings Yield | 4.1% | 3.3% | 3.7% | 10.6% | 12.6% | 7.5% | 9.2% | 11.6% | 3.1% | 3.5% | 1.8% | 4.0% | |
| Payout Ratio | 24.4% | 35.9% | 50.0% | 26.7% | 16.1% | 30.4% | 32.6% | 20.5% | 45.1% | 47.9% | 107.6% | 44.6% | |
| Annual Payout | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M |
قائمة الدخل 11
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $998M | $1.40B | $1.30B | $1.05B | $838M | $699M | $980M | $738M | $693M | $585M | $788M | $574M | $504M | $576M | $835M | $581M | |
| Operating Expenses | $844M | $1.06B | $976M | $823M | $683M | $584M | $763M | $612M | $581M | $497M | $666M | $493M | $442M | $465M | $621M | $447M | |
| Interest Expense | $8M | $9M | $9M | $7M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Pretax Income | $148M | $332M | $313M | $217M | $151M | $112M | $214M | $123M | $110M | $86M | $120M | $78M | $59M | $108M | $211M | $132M | |
| Income Tax | $41M | $9M | $91M | $60M | $44M | $-42M | $59M | $35M | $28M | $-7M | $28M | $20M | $17M | $16M | $58M | $41M | |
| Net Income | $95M | $301M | $204M | $145M | $97M | $146M | $140M | $78M | $74M | $86M | $83M | $52M | $37M | $83M | $140M | $82M | |
| EPS (Basic) | $2.47 | $7.73 | $5.27 | $3.73 | $2.51 | $3.78 | $3.66 | $2.05 | $1.92 | $2.23 | $2.19 | $1.38 | $0.97 | $2.17 | $3.61 | $2.11 | |
| EPS (Diluted) | $2.32 | $7.20 | $4.80 | $3.41 | $2.36 | $3.48 | $3.32 | $1.86 | $1.81 | $2.09 | $2.06 | $1.30 | $0.95 | $2.06 | $3.46 | $2.03 | |
| Shares (Basic) | 38,631,000 | 38,969,000 | -77,442,000 | 38,721,000 | 38,715,000 | 38,718,000 | -76,869,000 | 38,294,000 | 38,502,000 | 38,438,000 | -76,443,000 | 37,823,000 | 38,211,000 | 38,510,000 | -78,900,000 | 39,114,000 | |
| Shares (Diluted) | 41,134,000 | 41,850,000 | -83,559,000 | 42,419,000 | 41,213,000 | 42,058,000 | -82,329,000 | 42,038,000 | 40,857,000 | 41,080,000 | -79,628,000 | 40,000,000 | 39,288,000 | 40,439,000 | -82,306,000 | 40,527,000 | |
| EBITDA | · | $14M | · | · | · | $3M | · | · | · | $2M | · | · | · | $5M | · | · |
الميزانية العمومية 25
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.26B | $986M | $1.43B | $852M | $617M | $553M | $873M | $533M | $632M | $570M | $597M | $493M | $521M | $579M | $663M | $473M | |
| Short-term Investments | $1.15B | $1.04B | $1.58B | $1.57B | $1.12B | $811M | $1.52B | $1.29B | $1.06B | $865M | · | $1.14B | $962M | $803M | · | $1.31B | |
| Other Current Assets | $155M | $168M | $232M | $162M | $183M | $175M | $140M | $212M | $166M | $126M | · | $141M | $154M | $113M | · | $109M | |
| Current Assets | $3.20B | $2.81B | $3.86B | $3.14B | $2.44B | $2.05B | $2.99B | $2.48B | $2.24B | $1.92B | · | $2.13B | $1.98B | $1.81B | · | $2.22B | |
| PP&E (Net) | $189M | $187M | $190M | $189M | $183M | $161M | $145M | $137M | $135M | $133M | · | $142M | $143M | $142M | · | $146M | |
| PP&E (Gross) | · | · | $360M | · | · | · | $296M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $182M | $176M | $170M | $167M | $162M | $155M | $151M | $233M | $225M | $219M | · | $206M | $202M | $194M | · | $178M | |
| Goodwill | $228M | $227M | $231M | $129M | $129M | $126M | $124M | $128M | $125M | $125M | $125M | $124M | $125M | $124M | $123M | $120M | |
| Intangibles | $22M | $26M | $30M | · | · | · | $0 | · | · | · | · | · | · | · | · | $62.0K | |
| Other Non-current Assets | $285M | $290M | $278M | $208M | $194M | $193M | $174M | $159M | $136M | $142M | · | $134M | $122M | $119M | · | $102M | |
| Total Assets | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | $3.70B | $3.23B | $3.05B | $2.75B | $3.62B | $3.15B | |
| Accounts Payable | $43M | $39M | $45M | $37M | $40M | $41M | $29M | $36M | $36M | $30M | · | $29M | $34M | $29M | · | $33M | |
| Short-term Debt | $0 | $0 | $48M | $48M | $86M | $86M | $38M | $38M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.30B | $1.02B | $1.78B | $1.16B | $864M | $629M | $1.23B | $832M | $621M | $393M | · | $563M | $462M | $343M | · | $749M | |
| Capital Leases | $488M | $497M | $508M | $483M | $492M | $500M | $494M | $431M | $423M | $428M | · | $438M | $421M | $289M | · | $277M | |
| Deferred Tax | $0 | $4M | $5M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $136M | $108M | $142M | $93M | $66M | $48M | $119M | $130M | $114M | $108M | · | $136M | $128M | $115M | · | $97M | |
| Total Liabilities | $2.52B | $2.23B | $3.04B | $2.34B | $1.77B | $1.52B | $2.23B | $1.79B | $1.59B | $1.36B | · | $1.57B | $1.45B | $1.18B | · | $1.56B | |
| Total Debt | $0 | $0 | · | $48M | $86M | $86M | · | $38M | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $4.27B | $4.14B | $4.02B | $3.82B | $3.71B | $3.60B | $3.51B | $3.42B | $3.33B | $3.25B | · | $3.09B | $3.01B | $2.93B | · | $2.81B | |
| Retained Earnings | $2.90B | $2.85B | $2.58B | $2.41B | $2.31B | $2.25B | $2.13B | $2.03B | $1.98B | $1.95B | · | $1.84B | $1.82B | $1.82B | · | $1.66B | |
| Treasury Stock | $5.30B | $5.18B | $4.56B | $4.41B | $4.35B | $4.31B | $3.90B | $3.87B | $3.77B | $3.72B | · | $3.45B | $3.41B | $3.35B | · | $3.01B | |
| AOCI | $-22M | $-23M | $-13M | $-15M | $-11M | $-28M | $-36M | $-20M | $-31M | $-30M | · | $-28M | $-20M | $-26M | · | $-51M | |
| Stockholders' Equity | $1.86B | $1.78B | $2.03B | $1.81B | $1.66B | $1.51B | $1.71B | $1.56B | $1.52B | $1.44B | · | $1.45B | $1.41B | $1.38B | · | $1.41B | |
| Liabilities + Equity | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | · | $3.23B | $3.05B | $2.75B | · | $3.15B |
التدفق النقدي 12
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $14M | $25M | $157.0K | $1M | $3M | $24M | $-664.0K | $-832.0K | $2M | $17M | $952.0K | $822.0K | $5M | $6M | $7M | |
| Stock-based Comp | $220M | $196M | $167M | $179M | $181M | $148M | $137M | $144M | $149M | $139M | $122M | $121M | $142M | $130M | $110M | $119M | |
| Other Non-cash | · | $-737M | · | · | · | $-847M | · | · | · | $-508M | · | · | · | $-604M | · | · | |
| Operating Cash Flow | $526M | $-226M | $807M | $561M | $438M | $-550M | $686M | $234M | $348M | $-281M | $416M | $248M | $179M | $-385M | $374M | $326M | |
| CapEx | $11M | $3M | $9M | $19M | $26M | $20M | $13M | $8M | $8M | $1M | $1M | $6M | $8M | $5M | $4M | $8M | |
| Investing Cash Flow | $-90M | $525M | $-10M | $-454M | $-314M | $680M | $-247M | $-205M | $-193M | $577M | $-275M | $-190M | $-151M | $631M | $-105M | $-197M | |
| Dividends Paid | $35M | $50M | $32M | $33M | $33M | $46M | $31M | $31M | $31M | $43M | $29M | $29M | $29M | $41M | $28M | $28M | |
| Financing Cash Flow | $-159M | $-731M | $-226M | $133M | $-81M | $-461M | $-78M | $-140M | $-92M | $-319M | $-47M | $-77M | $-96M | $-337M | $-104M | $-70M | |
| Net Change in Cash | $271M | $-440M | $575M | $234M | $65M | $-319M | $340M | $-98M | $62M | $-27M | $104M | $-28M | $-59M | $-84M | $190M | $29M | |
| Taxes Paid | $57M | $43M | · | · | $13M | $27M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-229M | · | · | · | $-569M | · | · | · | $-282M | · | · | · | $-390M | · | · | |
| Levered FCF | · | $-238M | · | · | · | $-575M | · | · | · | $-287M | · | · | · | $-393M | · | · |
الربحية 5
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.5% | 21.5% | · | 13.8% | 11.6% | 20.9% | · | 10.6% | 10.6% | 14.6% | · | 9.1% | 7.4% | 14.5% | · | 14.2% | |
| Pretax Margin | 14.8% | 23.7% | · | 20.8% | 18.0% | 16.0% | · | 16.7% | 15.9% | 14.8% | · | 13.7% | 11.8% | 18.8% | · | 22.8% | |
| EBITDA Margin | · | 0.98% | · | · | · | 0.37% | · | · | · | 0.33% | · | · | · | 0.92% | · | · | |
| ROA | 2.3% | 7.9% | · | 3.6% | 2.8% | 4.7% | · | 2.3% | 2.3% | 3.0% | · | 1.6% | 1.2% | 2.9% | · | 2.6% | |
| ROE | 5.4% | 18.3% | · | 8.6% | 6.1% | 9.9% | · | 5.2% | 5.1% | 6.1% | · | 3.6% | 2.7% | 6.0% | · | 6.3% |
السيولة والملاءة 3
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | 2.8 | · | 2.7 | 2.8 | 3.3 | · | 3.0 | 3.6 | 4.9 | · | 3.8 | 4.3 | 5.3 | · | 3.0 | |
| Quick Ratio | 1.9 | 2.0 | · | 2.1 | 2.0 | 2.2 | · | 2.2 | 2.7 | 3.7 | · | 2.9 | 3.2 | 4.0 | · | 2.4 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.0 | · | · | · | · | · | · | · | · |
الكفاءة 1
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.4 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
التقييم (آخر 12 شهرًا) 5
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.28B | $3.98B | · | $3.32B | $2.97B | $2.72B | · | $2.59B | $2.36B | $2.24B | · | $2.24B | $2.30B | $2.52B | · | $2.77B | |
| Net Income TTM | $638M | $689M | · | $466M | $396M | $384M | · | $290M | $249M | $258M | · | $255M | $299M | $419M | · | $496M | |
| P/E | 22.3 | 18.1 | · | 30.4 | 28.4 | 21.6 | · | 35.9 | 33.9 | 30.1 | · | 21.7 | 16.8 | 11.3 | · | 6.9 | |
| Earnings Yield | 4.5% | 5.5% | · | 3.3% | 3.5% | 4.6% | · | 2.8% | 2.9% | 3.3% | · | 4.6% | 6.0% | 8.8% | · | 14.5% | |
| Payout Ratio | · | 16.5% | · | · | · | 31.8% | · | · | · | 50.4% | · | · | · | 49.4% | · | · |
القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات
قائمة الدخل
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| الإيرادات | $3.88B | — | — | $3.00B | — |
| صافي الدخل | $592M | — | — | $378M | — |
| EPS المخفف | $14.05 | — | — | $9.08 | — |
الميزانية العمومية
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| الدين / حقوق الملكية | 0.0 | — | — | 0.0 | — |
| النسبة الحالية | 2.2 | — | — | 2.4 | — |
| النسبة السريعة | 1.7 | — | — | 1.9 | — |
التدفق النقدي
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| التدفق النقدي الحر | $1.18B | — | — | $958M | — |
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.
الملاك المؤسسيون (13F) 756 مقدمي إقرار · $7.6B إجمالي · حتى تاريخ 30 يونيو، 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 |
|---|---|---|---|---|
| 110 (-11 مقابل الربع السابق) | 42 (-28 مقابل الربع السابق) | 239 (-30 مقابل الربع السابق) | 250 (+68 مقابل الربع السابق) | +3.1M |
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 PORTFOLIO MANAGEMENT LLC | $667907856 | 1956150 | 8,82% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $573690902 | 1680210 | 7,57% | الأسهم |
| STATE STREET CORP | $411817271 | 1206119 | 5,44% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $323068191 | 946009 | 4,26% | الأسهم |
| FMR LLC | $298871862 | 875328 | 3,94% | الأسهم |
| MILLENNIUM MANAGEMENT LLC | $217655708 | 637464 | 2,87% | الأسهم |
| TD Asset Management Inc | $207974177 | 609109 | 2,75% | الأسهم |
| WELLINGTON MANAGEMENT GROUP LLP | $185752579 | 544027 | 2,45% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $169326169 | 495919 | 2,23% | الأسهم |
| Fisher Asset Management, LLC | $144728088 | 423875 | 1,91% | الأسهم |
| NORGES BANK | $142394479 | 417041 | 1,88% | الأسهم |
| PRIMECAP MANAGEMENT CO/CA/ | $128432656 | 376150 | 1,70% | الأسهم |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118529872 | 347147 | 1,56% | الأسهم |
| Point72 Asset Management, L.P. | $117633250 | 344521 | 1,55% | الأسهم |
| Capital International Investors | $110881616 | 324747 | 1,46% | الأسهم |
| Artemis Investment Management LLP | $107813777 | 315762 | 1,42% | الأسهم |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105882317 | 310105 | 1,40% | الأسهم |
| Paralel Advisors LLC | $102432000 | 300000 | 1,35% | الأسهم |
| Stephens Investment Management Group LLC | $96570158 | 282832 | 1,27% | الأسهم |
| Qube Research & Technologies Ltd | $85392437 | 250095 | 1,13% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $83007137 | 243109 | 1,10% | الأسهم |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $81771458 | 239490 | 1,08% | الأسهم |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $74163500 | 217208 | 0,98% | الأسهم |
| TWO SIGMA INVESTMENTS, LP | $67581902 | 197932 | 0,89% | الأسهم |
| VICTORY CAPITAL MANAGEMENT INC | $67481519 | 197638 | 0,89% | الأسهم |
| AMERICAN CENTURY COMPANIES INC | $66491001 | 194737 | 0,88% | الأسهم |
| Azora Capital LP | $63517400 | 186028 | 0,84% | الأسهم |
| Quantinno Capital Management LP | $63156481 | 184970 | 0,83% | الأسهم |
| RENAISSANCE TECHNOLOGIES LLC | $53326099 | 156180 | 0,70% | الأسهم |
| TimesSquare Capital Management, LLC | $49542511 | 165966 | 0,65% | الأسهم |
| ROYCE & ASSOCIATES LP | $47550983 | 139266 | 0,63% | الأسهم |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $45775154 | 134065 | 0,60% | الأسهم |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41469000 | 121454 | 0,55% | الأسهم |
| Global Alpha Capital Management Ltd. | $40331234 | 118121 | 0,53% | الأسهم |
| JANUS HENDERSON GROUP PLC | $38171709 | 127872 | 0,50% | الأسهم |
| NEUBERGER BERMAN GROUP LLC | $37593263 | 110102 | 0,50% | الأسهم |
| GOLDMAN SACHS GROUP INC | $37366511 | 109438 | 0,49% | الأسهم |
| BRAUN STACEY ASSOCIATES INC | $36833904 | 107878 | 0,49% | الأسهم |
| WESTWOOD HOLDINGS GROUP INC | $35605022 | 104279 | 0,47% | الأسهم |
| Holocene Advisors, LP | $35085692 | 102758 | 0,46% | الأسهم |
| Alyeska Investment Group, L.P. | $34149463 | 100016 | 0,45% | الأسهم |
| RHUMBLINE ADVISERS | $34075321 | 99799 | 0,45% | الأسهم |
| WCM INVESTMENT MANAGEMENT, LLC | $33433178 | 99887 | 0,44% | الأسهم |
| Retirement Systems of Alabama | $31815721 | 93181 | 0,42% | الأسهم |
| CANADA PENSION PLAN INVESTMENT BOARD | $31275904 | 91600 | 0,41% | الأسهم |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29823077 | 87345 | 0,39% | الأسهم |
| Walleye Trading LLC | $28134656 | 82400 | 0,37% | عقد خيار الشراء |
| Ceredex Value Advisors LLC | $27981008 | 81950 | 0,37% | الأسهم |
| MARSICO CAPITAL MANAGEMENT LLC | $27287543 | 79919 | 0,36% | الأسهم |
| ProShare Advisors LLC | $25884567 | 75810 | 0,34% | الأسهم |
| Swiss National Bank | $25785549 | 75520 | 0,34% | الأسهم |
| TD Waterhouse Canada Inc. | $25505862 | 74739 | 0,34% | الأسهم |
| BlackRock, Inc. | $25405868 | 74408 | 0,34% | الأسهم |
| Interval Partners, LP | $25317435 | 74149 | 0,33% | الأسهم |
| California Public Employees Retirement System | $25205101 | 73820 | 0,33% | الأسهم |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $25127252 | 73592 | 0,33% | الأسهم |
| Boston Trust Walden Corp | $24945265 | 73059 | 0,33% | الأسهم |
| AMERIPRISE FINANCIAL INC | $24263751 | 71063 | 0,32% | الأسهم |
| Woodline Partners LP | $24042156 | 70414 | 0,32% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $23940749 | 70117 | 0,32% | الأسهم |
| Longaeva Partners L.P. | $23192312 | 67925 | 0,31% | الأسهم |
| JANE STREET GROUP, LLC | $21510720 | 63000 | 0,28% | عقد خيار الشراء |
| Driehaus Capital Management LLC | $21460187 | 62852 | 0,28% | الأسهم |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $21275126 | 62310 | 0,28% | الأسهم |
| Mariner, LLC | $20760128 | 60803 | 0,27% | الأسهم |
| Balyasny Asset Management L.P. | $20075648 | 58797 | 0,26% | الأسهم |
| COOKSON PEIRCE & CO INC | $19588755 | 57371 | 0,26% | الأسهم |
| MACQUARIE GROUP LTD | $19393792 | 56800 | 0,26% | الأسهم |
| STRS OHIO | $19282483 | 56474 | 0,25% | الأسهم |
| MORGAN STANLEY | $19044460 | 55776 | 0,25% | الأسهم |
| ALLIANCEBERNSTEIN L.P. | $18111796 | 60674 | 0,24% | الأسهم |
| STATE OF WISCONSIN INVESTMENT BOARD | $17862434 | 52315 | 0,24% | الأسهم |
| PANAGORA ASSET MANAGEMENT INC | $17440072 | 51078 | 0,23% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $16719315 | 48967 | 0,22% | الأسهم |
| BNP PARIBAS FINANCIAL MARKETS | $16690270 | 48882 | 0,22% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $15842448 | 46399 | 0,21% | الأسهم |
| Empire Life Investments Inc. | $15510936 | 45428 | 0,20% | الأسهم |
| UBS Group AG | $15454940 | 45264 | 0,20% | الأسهم |
| Jain Global LLC | $15399285 | 45101 | 0,20% | الأسهم |
| Engineers Gate Manager LP | $14401939 | 42180 | 0,19% | الأسهم |
| Cresset Asset Management, LLC | $14078420 | 41232 | 0,19% | الأسهم |
| CITADEL ADVISORS LLC | $13623456 | 39900 | 0,18% | عقد خيار البيع |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13392950 | 44866 | 0,18% | الأسهم |
| Morse Asset Management, Inc | $13179925 | 38601 | 0,17% | الأسهم |
| Ensign Peak Advisors, Inc | $13149537 | 38512 | 0,17% | الأسهم |
| Corient Private Wealth LP | $13033580 | 38173 | 0,17% | الأسهم |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $12885604 | 37739 | 0,17% | الأسهم |
| BARCLAYS PLC | $12570797 | 36817 | 0,17% | الأسهم |
| SummitTX Capital, L.P. | $12566358 | 36804 | 0,17% | الأسهم |
| Freestone Grove Partners LP | $12562260 | 36792 | 0,17% | الأسهم |
| PEREGRINE CAPITAL MANAGEMENT LLC | $12330423 | 36113 | 0,16% | الأسهم |
| VANGUARD ASSET MANAGEMENT, Ltd | $12283304 | 35975 | 0,16% | الأسهم |
| Caisse de depot et placement du Quebec | $12189408 | 35700 | 0,16% | الأسهم |
| VAN ECK ASSOCIATES CORP | $12178140 | 35667 | 0,16% | الأسهم |
| Zurich Insurance Group Ltd/FI | $12126242 | 35515 | 0,16% | الأسهم |
| Glenmede Investment Management, LP | $12105402 | 35887 | 0,16% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12086976 | 35400 | 0,16% | عقد خيار الشراء |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $12042247 | 35269 | 0,16% | الأسهم |
| SEGALL BRYANT & HAMILL, LLC | $11992739 | 35124 | 0,16% | الأسهم |
| Jackson Wealth Management, LLC | $11823000 | 39605 | 0,16% | الأسهم |
المطلعون على الشركة 34 من المطلعين · مسؤولون 19 · مديرون 18
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| John S Weinberg | CEO/Chairman | 19 فبراير، 2026 A | 636890 | 0 | 0 | $0 |
| Ralph Schlosstein | Co-CEO/Co-Chairman | 15 فبراير، 2022 A | 239674 | 0 | 0 | $0 |
| Ostoa Augusto Arellano | CEO of EVR Mexico | 12 فبراير، 2019 A | 17046 | 0 | 0 | $0 |
| Andrew Sibbald | CEO EVR Partners International | 12 فبراير، 2019 A | 100581 | 0 | 0 | $0 |
| Pedro Aspe | CEO of EVR Mexico | 11 ديسمبر، 2015 A | 340763 | 0 | 0 | $0 |
| Austin M Beutner | President, Co-CEO, CIO | 3 مارس، 2008 A | 447307 | 0 | 0 | $0 |
| Timothy Gilbert Lalonde | Chief Financial Officer | 11 يونيو، 2026 S | 34800 | 0 | 1 | $-2678612 |
| Celeste Mellet | Chief Financial Officer | 6 يوليو، 2022 F | 33495 | 0 | 0 | $0 |
| David E Wezdenko | Chief Financial Officer | 23 مايو، 2007 C | 5000 | 0 | 0 | $0 |
| Matthew Lindsey-Clark | Co-Head EMEA IB | 19 فبراير، 2026 A | 27847 | 0 | 0 | $0 |
| Jason Klurfeld | General Counsel | 19 فبراير، 2026 A | 57793 | 0 | 1 | $-1800000 |
| Paul Pensa | Contr, Prin. Acct.Officer | 19 فبراير، 2026 A | 6889 | 0 | 1 | $-507950 |
| Roger C Altman | Founder and Senior Chairman | 19 فبراير، 2026 A | 84152 | 0 | 0 | $0 |
| Edward S. Hyman | Vice Chair EVR & Chairman EISI | 10 فبراير، 2025 S | 1643035 | 0 | 0 | $0 |
| Robert B Walsh | Principal Financial Officer | 1 يونيو، 2021 S | 55558 | 0 | 0 | $0 |
| Adam B Frankel | General Counsel | 24 نوفمبر، 2017 S | 58401 | 0 | 0 | $0 |
| Eduardo G Mestre | Vice Chairman | 13 فبراير، 2012 S | 194803 | 0 | 0 | $0 |
| Bernard J Taylor | Co-Vice Chairman | 9 ديسمبر، 2011 A | 33269 | 0 | 0 | $0 |
| William Hiltz | Senior Managing Director | 11 سبتمبر، 2009 A | 88096 | 0 | 0 | $0 |
| Sarah K Williamson | مدير | 10 يونيو، 2026 A | 14072 | 1 | 0 | $580860 |
| Sir Simon Robertson | مدير | 10 يونيو، 2026 A | 9715 | 0 | 0 | $0 |
| Pamela G Carlton | مدير | 10 يونيو، 2026 A | 3845 | 0 | 1 | $-65877 |
| Gail Block Harris | مدير | 10 يونيو، 2026 A | 40151 | 0 | 0 | $0 |
| William J Wheeler | مدير | 10 يونيو، 2026 A | 12642 | 0 | 0 | $0 |
| Wilard J Overlock JR | مدير | 10 يونيو، 2026 A | 15279 | 0 | 0 | $0 |
| Ellen V Futter | مدير | 10 يونيو، 2026 A | 7312 | 0 | 0 | $0 |
| Robert B Millard | مدير | 10 يونيو، 2026 A | 53497 | 0 | 0 | $0 |
| Christine A Varney | مدير | 10 يونيو، 2026 A | 884 | 0 | 0 | $0 |
| Richard I Beattie | مدير | 5 ديسمبر، 2023 S | 17000 | 0 | 0 | $0 |
| Kendrick R Wilson III | مدير | 17 يونيو، 2021 A | 3714 | 0 | 0 | $0 |
| Phalle Francois De Saint | مدير | 15 يونيو، 2016 A | 63090 | 0 | 0 | $0 |
| Curtis A Hessler | مدير | 15 يونيو، 2016 A | 18090 | 0 | 0 | $0 |
| Anthony N Pritzker | مدير | 19 يونيو، 2013 A | 9796 | 0 | 0 | $0 |
| Thomas J Gavenda | — | 2 مارس، 2007 A | 46803 | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
الناشطون والمالكون بنسبة 5%+ 1 حيازة
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 |
|---|---|---|---|---|---|
| Edward S. Hyman ×2 إيداعات | 12 فبراير، 2025 | 4,30% | تعديل | — | 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.
ملكية صناديق المؤشرات المتداولة محتفظ بها بواسطة 112 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 |
|---|---|---|---|---|
| XMHQ · Invesco Exchange-Traded Fund Trust | 2,06% | 378720 SH | 8 أغسطس، 2026 | يومي |
| REGL · ProShares Trust | 1,51% | 74553 NS | 31 مايو، 2026 | N-PORT |
| IAI · iShares Trust | 1,08% | 46979 SH | 8 أغسطس، 2026 | يومي |
| GRPM · Invesco Exchange-Traded Fund Trust | 0,98% | 16236 SH | 8 أغسطس، 2026 | يومي |
| CLSE · Trust for Professional Managers | 0,80% | 14395 NS | 31 مايو، 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,68% | 44155 NS | 31 مايو، 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,57% | 9188 NS | 30 إبريل، 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,53% | 52 NS | 29 مايو، 2026 | N-PORT |
| HFGO · Hartford Funds Exchange-Traded Trust | 0,52% | 2927 NS | 30 إبريل، 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,50% | 3785 NS | 31 مايو، 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 0,50% | 12847 NS | 31 مايو، 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,43% | 23664 SH | 8 أغسطس، 2026 | يومي |
| VUSE · ETF Series Solutions | 0,41% | 8189 NS | 31 مايو، 2026 | N-PORT |
| IJK · iShares Trust | 0,40% | 141049 SH | 8 أغسطس، 2026 | يومي |
| SMLF · iShares Trust | 0,40% | 54081 SH | 8 أغسطس، 2026 | يومي |
| XJH · iShares Trust | 0,38% | 5196 SH | 8 أغسطس، 2026 | يومي |
| PTMC · Pacer Funds Trust | 0,36% | 4437 NS | 30 إبريل، 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,36% | 62492 SH | 8 أغسطس، 2026 | يومي |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,36% | 5148 SH | 8 أغسطس، 2026 | يومي |
| ISCG · iShares Trust | 0,35% | 11227 SH | 8 أغسطس، 2026 | يومي |
| IJH · iShares Trust | 0,33% | 1323152 SH | 8 أغسطس، 2026 | يومي |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,32% | 10676 NS | 30 إبريل، 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,32% | 6097 NS | 30 إبريل، 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,30% | 1862 NS | 31 مايو، 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,29% | 12621 SH | 8 أغسطس، 2026 | يومي |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,29% | 5274 NS | 31 مايو، 2026 | N-PORT |
| MVV · ProShares Trust | 0,29% | 1336 NS | 31 مايو، 2026 | N-PORT |
| IJJ · iShares Trust | 0,26% | 74270 SH | 8 أغسطس، 2026 | يومي |
| GQQQ · EA Series Trust | 0,25% | 1058 NS | 29 مايو، 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,25% | 640 NS | 30 إبريل، 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,24% | 104554 NS | 31 مايو، 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,24% | 17880 NS | 30 إبريل، 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 15140 NS | 30 إبريل، 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 14057 NS | 30 إبريل، 2026 | N-PORT |
| UMDD · ProShares Trust | 0,20% | 187 NS | 31 مايو، 2026 | N-PORT |
| IYF · iShares Trust | 0,17% | 24377 SH | 8 أغسطس، 2026 | يومي |
| ISCB · iShares Trust | 0,17% | 1592 SH | 8 أغسطس، 2026 | يومي |
| VBK · VANGUARD INDEX FUNDS | 0,17% | 243925 SH | 8 أغسطس، 2026 | يومي |
| GINN · Goldman Sachs ETF Trust | 0,17% | 1060 NS | 31 مايو، 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 2527 NS | 30 إبريل، 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,17% | 1319 NS | 29 مايو، 2026 | N-PORT |
| ESML · iShares Trust | 0,16% | 15130 SH | 8 أغسطس، 2026 | يومي |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,16% | 7156 SH | 8 أغسطس، 2026 | يومي |
| IYG · iShares Trust | 0,16% | 11514 SH | 8 أغسطس، 2026 | يومي |
| INFO · Harbor ETF Trust | 0,16% | 3827 NS | 30 إبريل، 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,15% | 1795 NS | 31 مايو، 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 443909 SH | 8 أغسطس، 2026 | يومي |
| VB · VANGUARD INDEX FUNDS | 0,15% | 842956 SH | 8 أغسطس، 2026 | يومي |
| VFH · VANGUARD WORLD FUND | 0,15% | 61309 SH | 8 أغسطس، 2026 | يومي |
| SMMD · iShares Trust | 0,15% | 17933 SH | 8 أغسطس، 2026 | يومي |