FISI Financial Institutions, Inc. - Common Stock
FISI 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
FISI 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 |
|---|---|
| 12 يونيو، 2026 | $0,3200 |
| 13 مارس، 2026 | $0,3200 |
| 15 ديسمبر، 2025 | $0,3100 |
| 15 سبتمبر، 2025 | $0,3100 |
| 13 يونيو، 2025 | $0,3100 |
| 14 مارس، 2025 | $0,3100 |
| 13 ديسمبر، 2024 | $0,3000 |
| 13 سبتمبر، 2024 | $0,3000 |
| 14 يونيو، 2024 | $0,3000 |
| 14 مارس، 2024 | $0,3000 |
| 13 ديسمبر، 2023 | $0,3000 |
| 13 سبتمبر، 2023 | $0,3000 |
| 14 يونيو، 2023 | $0,3000 |
| 15 مارس، 2023 | $0,3000 |
| 15 ديسمبر، 2022 | $0,2900 |
| 15 سبتمبر، 2022 | $0,2900 |
| 16 يونيو، 2022 | $0,2900 |
| 17 مارس، 2022 | $0,2900 |
| 16 ديسمبر، 2021 | $0,2700 |
| 16 سبتمبر، 2021 | $0,2700 |
FISI توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
- شراء قوي 2 25,0%
- شراء 4 50,0%
- احتفاظ 2 25,0%
- بيع 0 0,0%
- بيع قوي 0 0,0%
السعر المستهدف لمدة 12 شهرًا
2 محللين · 2026-08-14سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
| الفترة | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|
| 30 يونيو، 2026 | $1.04 | $0.95 | 0.09% |
| 31 مارس، 2026 | $1.04 | $0.94 | 0.10% |
| 31 ديسمبر، 2025 | $0.96 | $0.96 | -0.00% |
| 30 سبتمبر، 2025 | $0.99 | $0.90 | 0.09% |
| 30 يونيو، 2025 | $0.85 | $0.84 | 0.01% |
| 31 مارس، 2025 | $0.81 | $0.75 | 0.06% |
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| FISI | $617M | 8.6 | 109.5% | 30.6% | 12.2% | — |
| SPFI | $632M | 11.3 | 8.6% | 27.6% | 12.3% | — |
| ORRF | $691M | 8.5 | 36.0% | 217.7% | 14.2% | — |
| IBCP | $668M | 9.9 | 0.30% | 213.7% | 14.1% | — |
| SMBC | — | 10.6 | 11.1% | 32.1% | 11.3% | — |
| PGC | $489M | 13.3 | 24.1% | 13.2% | 5.8% | — |
| HTB | $742M | 11.5 | — | 30.2% | 11.2% | — |
| SHBI | $591M | 9.9 | -0.27% | 285.4% | 10.3% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي
قائمة الدخل 9
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $120M | $29M | $12M | $22M | $39M | $30M | $17M | $13M | $10M | $7M | |
| Interest Income | $333M | $313M | $286M | $196M | $167M | $161M | $169M | $153M | $130M | $115M | $105M | $101M | |
| Pretax Income | $91M | $-68M | $63M | $71M | $97M | $46M | $59M | $50M | $43M | $44M | $39M | $39M | |
| Income Tax | $16M | $-27M | $13M | $14M | $20M | $7M | $11M | $10M | $10M | $12M | $11M | $10M | |
| Net Income | $75M | $-42M | $50M | $57M | $78M | $38M | $49M | $40M | $34M | $32M | $28M | $29M | |
| EPS (Basic) | $3.65 | $-2.75 | $3.17 | $3.58 | $4.81 | $2.30 | $2.97 | $2.39 | $2.13 | $2.11 | $1.91 | $2.01 | |
| EPS (Diluted) | $3.61 | $-2.75 | $3.15 | $3.56 | $4.78 | $2.30 | $2.96 | $2.39 | $2.13 | $2.10 | $1.90 | $2.00 | |
| Shares (Basic) | 20,099,000 | 15,683,000 | 15,376,000 | 15,384,000 | 15,841,000 | 16,022,000 | 15,972,000 | 15,910,000 | 15,044,000 | 14,436,000 | 14,081,000 | 13,893,000 | |
| Shares (Diluted) | 20,318,000 | 15,683,000 | 15,475,000 | 15,471,000 | 15,937,000 | 16,063,000 | 16,031,000 | 15,956,000 | 15,085,000 | 14,491,000 | 14,135,000 | 13,946,000 |
الميزانية العمومية 19
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $109M | $87M | $124M | · | · | · | · | · | · | · | · | $58M | |
| PP&E (Net) | $40M | $40M | $40M | $42M | $40M | $41M | $41M | $43M | $45M | $42M | $39M | $36M | |
| PP&E (Gross) | $105M | $105M | $103M | $101M | $95M | $104M | $102M | $99M | $98M | $91M | $84M | $77M | |
| Accum. Depreciation | $65M | $65M | $63M | $59M | $55M | $63M | $61M | $57M | $52M | $49M | $45M | $41M | |
| Goodwill | $58M | $58M | $67M | $67M | $67M | $66M | $66M | $66M | $66M | $66M | $60M | $61M | |
| Intangibles | $2M | $3M | $5M | $6M | $7M | $8M | $9M | $10M | $9M | $9M | $7M | $7M | |
| Total Assets | $6.27B | $6.12B | $6.16B | $5.80B | $5.52B | $4.91B | $4.38B | $4.31B | $4.11B | $3.71B | $3.38B | $3.09B | |
| Short-term Debt | $109M | $99M | $185M | $205M | $30M | $5M | $276M | $470M | $446M | $332M | $293M | $335M | |
| Total Liabilities | $5.65B | $5.55B | $5.71B | $5.39B | $5.02B | $4.44B | $3.95B | $3.92B | $3.72B | $3.39B | $3.09B | $2.81B | |
| Long-term Debt | $194M | $125M | $125M | $74M | $74M | $74M | $39M | $39M | $39M | $39M | $39M | $0 | |
| Total Debt | $109M | $99M | $185M | $205M | $30M | $5M | $276M | $470M | $446M | $332M | $293M | $335M | |
| Common Stock | $207.0K | $207.0K | $161.0K | $161.0K | $161.0K | $161.0K | $161.0K | $161.0K | $161.0K | $147.0K | $144.0K | $144.0K | |
| Paid-in Capital | $234M | $233M | $126M | $127M | $126M | $125M | $125M | $123M | $121M | $82M | $73M | $73M | |
| Retained Earnings | $437M | $389M | $452M | $421M | $384M | $325M | $313M | $280M | $257M | $238M | $219M | $203M | |
| Treasury Stock | $27M | $18M | $20M | $22M | $9M | $1M | $2M | $2M | $3M | $3M | $4M | $5M | |
| AOCI | $-33M | $-53M | $-120M | $-137M | $-13M | $2M | $-15M | $-21M | $-12M | $-14M | $-11M | $-9M | |
| Stockholders' Equity | $629M | $569M | $455M | $406M | $505M | $468M | $439M | $396M | $381M | $320M | $294M | $280M | |
| Liabilities + Equity | $6.27B | $6.12B | $6.16B | $5.80B | $5.52B | $4.91B | $4.38B | $4.31B | $4.11B | $3.71B | $3.38B | $3.09B | |
| Shares Outstanding | 19,797,407 | 20,076,572 | 15,407,406 | 15,340,001 | 15,745,453 | 16,041,926 | 16,099,556 | 15,928,598 | 15,924,938 | 14,537,597 | 14,190,192 | 14,118,048 |
التدفق النقدي 19
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $6M | $6M | $6M | $5M | $5M | |
| Stock-based Comp | $3M | $2M | $2M | $3M | $2M | $1M | $1M | $1M | $1M | $845.0K | $674.0K | $471.0K | |
| Deferred Tax | $12M | $-35M | $-1M | $-4M | $5M | $-5M | $369.0K | $-10M | $12M | $-2M | $2M | $2M | |
| Amort. of Intangibles | $415.0K | $552.0K | $910.0K | $986.0K | $1M | $1M | $1M | $1M | $1M | $1M | $942.0K | $89.0K | |
| Restructuring | · | $35.0K | $114.0K | $2M | $111.0K | $1M | · | · | · | · | · | · | |
| Operating Cash Flow | $19M | $77M | $11M | $134M | $73M | $43M | $58M | $65M | $46M | $47M | $43M | $35M | |
| CapEx | $6M | $5M | $3M | $8M | $9M | $4M | $4M | $3M | $8M | $8M | $7M | $5M | |
| Investing Cash Flow | $-140M | $-8M | $-310M | $-325M | $-633M | $-531M | $-25M | $-225M | $-373M | $-327M | $-306M | $-153M | |
| Debt Issued | $80M | $0 | $50M | $0 | $0 | $35M | · | · | · | · | $40M | · | |
| Net Debt Issued | $70M | $0 | $50M | $0 | · | $35M | · | · | · | · | $40M | · | |
| Stock Issued | $0 | $109M | $0 | $0 | · | · | · | · | $38M | · | · | · | |
| Stock Repurchased | $11M | $426.0K | $571.0K | $15M | $9M | $209.0K | $293.0K | $113.0K | $148.0K | · | $202.0K | $194.0K | |
| Net Stock Activity | $-11M | $108M | $-571.0K | $-15M | $-9M | $-209.0K | $-293.0K | $-113.0K | $38M | · | $-202.0K | $-194.0K | |
| Dividends Paid | $25M | $19M | $18M | $18M | $17M | $16M | $16M | $15M | $12M | $11M | $11M | $11M | |
| Financing Cash Flow | $143M | $-106M | $293M | $243M | $546M | $469M | $-23M | $164M | $354M | $291M | $265M | $117M | |
| Net Change in Cash | $21M | $-37M | $-6M | $51M | $-15M | $-19M | $10M | $4M | $28M | $11M | $2M | $-2M | |
| Taxes Paid | $-17.0K | $3M | $6M | $3M | $11M | $7M | $10M | $4M | $13M | $11M | $7M | $14M | |
| Free Cash Flow | $13M | $72M | $8M | $125M | $64M | $39M | $54M | $62M | $39M | $39M | $36M | $30M | |
| Levered FCF | · | · | $-88M | $102M | $54M | $20M | $22M | $38M | $25M | $30M | $28M | $24M |
الربحية 4
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 30.6% | -35.6% | 23.5% | 26.5% | 38.5% | 21.0% | 28.7% | 24.8% | 22.8% | 23.1% | 22.6% | 24.6% | |
| Pretax Margin | 37.3% | -58.3% | 29.5% | 33.2% | 48.2% | 25.1% | 34.9% | 31.1% | 29.5% | 31.9% | 30.9% | 32.7% | |
| ROA | 1.2% | -0.68% | 0.84% | 1.0% | 1.5% | 0.82% | 1.1% | 0.94% | 0.86% | 0.90% | 0.88% | 0.98% | |
| ROE | 12.2% | -7.8% | 11.6% | 14.1% | 15.6% | 8.3% | 11.2% | 10.0% | 9.0% | 9.9% | 9.6% | 11.0% |
السيولة والملاءة 1
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.2 | 0.4 | 0.5 | 0.1 | 0.0 | 0.6 | 1.2 | 1.2 | 1.0 | 1.0 | 1.2 |
الكفاءة 1
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
معدلات النمو 10
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 109.5% | -45.4% | 0.15% | 5.9% | 10.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.7% | -16.6% | 5.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | -11.5% | -25.5% | 107.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 0.47% | · | 11.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | -11.2% | -27.2% | 102.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 9.8% | · | 9.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.4% | · | · | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا) 16
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $245M | $117M | $214M | $214M | $202M | $182M | $170M | $159M | $147M | $138M | $126M | $119M | |
| Net Income TTM | $75M | $-42M | $50M | $57M | $78M | $38M | $49M | $40M | $34M | $32M | $28M | $29M | |
| Market Cap | $617M | $548M | $328M | $374M | $512M | $361M | $514M | $409M | $495M | $497M | $397M | $355M | |
| Enterprise Value | $617M | $560M | · | · | · | · | · | · | · | · | · | $632M | |
| P/E | 8.6 | -9.9 | 6.8 | 6.8 | 6.7 | 9.8 | 10.8 | 10.8 | 14.6 | 16.3 | 14.7 | 12.6 | |
| P/S | 2.5 | 4.7 | 1.5 | 1.7 | 2.5 | 2.0 | 3.0 | 2.6 | 3.4 | 3.6 | 3.2 | 3.0 | |
| P/B | 1.0 | 1.0 | 0.7 | 0.9 | 1.0 | 0.8 | 1.2 | 1.0 | 1.3 | 1.6 | 1.4 | 1.3 | |
| P / Tangible Book | 1.1 | 1.1 | 0.9 | 1.1 | 1.2 | 0.9 | · | · | · | · | · | · | |
| P / Cash Flow | 32.8 | 7.1 | 30.1 | 2.8 | 7.0 | 8.3 | 8.9 | 6.3 | 10.7 | 10.6 | 9.2 | 10.1 | |
| P / FCF | 46.6 | 7.6 | 41.5 | 3.0 | 8.1 | 9.2 | 9.5 | 6.6 | 12.9 | 12.7 | 11.2 | 11.9 | |
| EV / FCF | 46.6 | 7.8 | · | · | · | · | · | · | · | · | · | 21.1 | |
| EV / Revenue | 2.5 | 4.8 | · | · | · | · | · | · | · | · | · | 5.3 | |
| Dividend Yield | 4.0% | 3.4% | 5.6% | 4.7% | 3.3% | 4.6% | 3.1% | 3.6% | 2.5% | 2.3% | 2.8% | 3.0% | |
| Earnings Yield | 11.6% | -10.1% | 14.8% | 14.6% | 15.0% | 10.2% | 9.2% | 9.3% | 6.9% | 6.1% | 6.8% | 8.0% | |
| Payout Ratio | 33.0% | -44.5% | 36.4% | 31.1% | 21.9% | 43.0% | 32.3% | 37.8% | 37.3% | 36.0% | 39.7% | 35.8% | |
| Annual Payout | $25M | $19M | $18M | $18M | $17M | $16M | $16M | $15M | $12M | $11M | $11M | $11M |
قائمة الدخل 9
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $38M | $38M | · | $33M | $29M | $22M | · | $8M | |
| Interest Income | $83M | $82M | $85M | $84M | $83M | $81M | $78M | $78M | $79M | $78M | $77M | $75M | $71M | $64M | $58M | $51M | |
| Pretax Income | $26M | $25M | $24M | $25M | $21M | $21M | $-115M | $15M | $30M | $2M | $15M | $16M | $17M | $15M | $14M | $19M | |
| Income Tax | $4M | $4M | $4M | $5M | $4M | $4M | $-32M | $1M | $5M | $356.0K | $5M | $2M | $2M | $3M | $2M | $5M | |
| Net Income | $21M | $21M | $20M | $20M | $18M | $17M | $-83M | $13M | $26M | $2M | $10M | $14M | $14M | $12M | $12M | $14M | |
| EPS (Basic) | $1.06 | $1.05 | $0.98 | $1.00 | $0.85 | $0.82 | $-5.35 | $0.85 | $1.64 | $0.11 | $0.61 | $0.89 | $0.91 | $0.76 | $0.76 | $0.88 | |
| EPS (Diluted) | $1.04 | $1.04 | $0.96 | $0.99 | $0.85 | $0.81 | $-5.32 | $0.84 | $1.62 | $0.11 | $0.60 | $0.88 | $0.91 | $0.76 | $0.76 | $0.88 | |
| Shares (Basic) | 19,687,000 | 19,642,000 | -40,203,000 | 20,122,000 | 20,107,000 | 20,073,000 | -30,628,000 | 15,464,000 | 15,444,000 | 15,403,000 | -30,735,000 | 15,391,000 | 15,372,000 | 15,348,000 | -30,828,000 | 15,329,000 | |
| Shares (Diluted) | 19,941,000 | 19,922,000 | -40,597,000 | 20,336,000 | 20,294,000 | 20,285,000 | -31,052,000 | 15,636,000 | 15,556,000 | 15,543,000 | -30,835,000 | 15,462,000 | 15,413,000 | 15,435,000 | -31,006,000 | 15,393,000 |
الميزانية العمومية 19
| 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 | $99M | $85M | $109M | $186M | $93M | $167M | $87M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $38M | $38M | $40M | $39M | $40M | $39M | $40M | $41M | $40M | $40M | · | $40M | $41M | $42M | · | $41M | |
| PP&E (Gross) | · | · | $105M | · | · | · | $105M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $65M | · | · | · | $65M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $58M | $58M | $58M | $58M | $58M | $58M | $58M | $58M | $58M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | |
| Intangibles | $2M | $2M | $2M | $2M | $2M | $3M | · | $3M | $3M | $5M | · | $6M | $6M | $6M | · | $7M | |
| Total Assets | $6.33B | $6.29B | $6.27B | $6.29B | $6.14B | $6.34B | $6.12B | $6.16B | $6.13B | $6.30B | · | $6.14B | $6.14B | $5.97B | · | $5.62B | |
| Short-term Debt | $182M | $114M | $109M | $55M | $101M | $55M | $99M | $55M | $202M | $133M | · | $70M | $374M | $116M | · | $69M | |
| Total Liabilities | $5.69B | $5.66B | $5.65B | $5.67B | $5.54B | $5.75B | $5.55B | $5.66B | $5.66B | $5.85B | · | $5.73B | $5.72B | $5.54B | · | $5.23B | |
| Long-term Debt | $79M | $79M | $194M | $115M | $115M | $125M | $125M | $125M | $125M | $125M | · | $124M | $124M | $124M | · | $74M | |
| Total Debt | $182M | $114M | · | $55M | $101M | $55M | · | $55M | $202M | $133M | · | $70M | $374M | $116M | · | $69M | |
| Common Stock | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $161.0K | $161.0K | $161.0K | · | $161.0K | $161.0K | $161.0K | · | $161.0K | |
| Paid-in Capital | $233M | $233M | $234M | $234M | $233M | $232M | $233M | $125M | $125M | $125M | · | $126M | $125M | $125M | · | $126M | |
| Retained Earnings | $466M | $451M | $437M | $424M | $410M | $399M | $389M | $478M | $469M | $449M | · | $447M | $438M | $428M | · | $414M | |
| Treasury Stock | $30M | $31M | $27M | $16M | $16M | $17M | $18M | $18M | $18M | $19M | · | $20M | $20M | $21M | · | $23M | |
| AOCI | $-43M | $-39M | $-33M | $-37M | $-42M | $-42M | $-53M | $-102M | $-126M | $-126M | · | $-161M | $-134M | $-127M | · | $-141M | |
| Stockholders' Equity | $643M | $632M | $629M | $622M | $602M | $590M | $569M | $500M | $468M | $446M | $455M | $409M | $426M | $423M | $406M | $394M | |
| Liabilities + Equity | $6.33B | $6.29B | $6.27B | $6.29B | $6.14B | $6.34B | $6.12B | $6.16B | $6.13B | $6.30B | · | $6.14B | $6.14B | $5.97B | · | $5.62B | |
| Shares Outstanding | 19,706,360 | 19,686,370 | 19,797,407 | 20,129,633 | 20,127,575 | 20,109,712 | 20,076,572 | 15,474,314 | 15,472,395 | 15,446,949 | 15,407,406 | 15,401,800 | 15,401,800 | 15,375,479 | 15,340,001 | 15,334,091 |
التدفق النقدي 18
| 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 | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $1M | $903.0K | $861.0K | $756.0K | $954.0K | $506.0K | $-199.0K | $494.0K | $746.0K | $569.0K | $-255.0K | $721.0K | $657.0K | $551.0K | $499.0K | $662.0K | |
| Deferred Tax | $2M | $2M | $6M | $5M | $360.0K | $483.0K | $-36M | $-1M | $-1M | $4M | $-862.0K | $24.0K | $-927.0K | $417.0K | $-3M | $-886.0K | |
| Amort. of Intangibles | $96.0K | $98.0K | $100.0K | $103.0K | $105.0K | $107.0K | $109.0K | $112.0K | $114.0K | $217.0K | $221.0K | $225.0K | $230.0K | $234.0K | $239.0K | $244.0K | |
| Restructuring | · | · | · | $0 | $0 | $68.0K | · | $0 | $0 | $0 | · | $-55.0K | $-19.0K | · | $-1M | $0 | |
| Operating Cash Flow | $23M | $24M | $21M | $-7M | $-6M | $10M | $27M | $2M | $36M | $12M | $-48M | $44M | $8M | $7M | $16M | $36M | |
| CapEx | $848.0K | $650.0K | $2M | $1M | $2M | $816.0K | $403.0K | $2M | $951.0K | $1M | $1M | $507.0K | $384.0K | $848.0K | $3M | $2M | |
| Investing Cash Flow | $-32M | $-56M | $-62M | $-49M | $119M | $-147M | $-135M | $80M | $73M | $-26M | $-27M | $-4M | $-115M | $-165M | $-160M | $-67M | |
| Debt Issued | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50M | $0 | $0 | |
| Net Debt Issued | · | $-115M | · | · | · | · | · | · | · | $0 | · | · | · | $50M | · | · | |
| Stock Repurchased | $65.0K | $6M | $11M | $34.0K | $0 | $481.0K | $4.0K | $26.0K | $3.0K | $393.0K | $8.0K | $0 | $2.0K | $561.0K | $13.0K | $0 | |
| Net Stock Activity | · | $-6M | · | · | · | $-481.0K | · | · | · | $-393.0K | · | · | · | $-561.0K | · | · | |
| Dividends Paid | $7M | $7M | $5M | $7M | $7M | $6M | $4M | $5M | $5M | $5M | $4M | $5M | $5M | $5M | $3M | $5M | |
| Financing Cash Flow | $23M | $9M | $-36M | $149M | $-187M | $217M | $-54M | $21M | $-199M | $126M | $7M | $-28M | $147M | $168M | $155M | $40M | |
| Net Change in Cash | $14M | $-23M | $-77M | $93M | $-74M | $80M | $-162M | $103M | $-91M | $113M | $-68M | $12M | $40M | $10M | $12M | $9M | |
| Taxes Paid | $0 | $0 | $-17.0K | $0 | $0 | $0 | $-33.0K | $419.0K | $3M | $0 | $0 | $2M | $4M | $1M | $2M | $257.0K | |
| Free Cash Flow | · | $23M | · | · | · | $9M | · | · | · | $11M | · | · | · | $6M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-22M | · | · | · | $-12M | · | · |
الربحية 4
| 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 | 32.9% | 33.5% | · | 32.1% | 29.3% | 29.5% | · | 26.9% | 39.3% | 4.1% | · | 26.9% | 26.7% | 22.9% | · | 24.9% | |
| Pretax Margin | 39.8% | 39.6% | · | 39.5% | 36.0% | 36.0% | · | 29.0% | 46.2% | 4.8% | · | 31.6% | 31.2% | 28.2% | · | 33.3% | |
| ROA | 0.34% | 0.33% | · | 0.33% | 0.29% | 0.27% | · | 0.22% | 0.42% | 0.03% | · | 0.24% | 0.25% | 0.21% | · | 0.25% | |
| ROE | 3.4% | 3.4% | · | 3.6% | 3.3% | 3.3% | · | 3.0% | 5.7% | 0.48% | · | 3.5% | 3.4% | 2.8% | · | 3.1% |
السيولة والملاءة 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.3 | 0.2 | · | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.4 | 0.3 | · | 0.2 | 0.9 | 0.3 | · | 0.2 |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
التقييم (آخر 12 شهرًا) 14
| 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 | $251M | $243M | · | $231M | $232M | $224M | · | $218M | $222M | $210M | · | $214M | $215M | $212M | · | $210M | |
| Net Income TTM | $80M | $76M | · | $68M | $74M | $58M | · | $55M | $56M | $43M | · | $54M | $56M | $57M | · | $62M | |
| Market Cap | $768M | $624M | · | $548M | $517M | $502M | · | $394M | $299M | $291M | · | $259M | $242M | $296M | · | $369M | |
| Enterprise Value | $851M | $653M | · | $417M | $525M | $390M | · | · | · | · | · | · | · | · | · | · | |
| P/E | 9.9 | 8.6 | · | 7.8 | 6.2 | 7.4 | · | 7.4 | 5.5 | 7.1 | · | 4.9 | 4.4 | 5.4 | · | 6.3 | |
| P/S | 3.1 | 2.6 | · | 2.4 | 2.2 | 2.2 | · | 1.8 | 1.3 | 1.4 | · | 1.2 | 1.1 | 1.4 | · | 1.8 | |
| P/B | 1.2 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 0.8 | 0.6 | 0.7 | · | 0.6 | 0.6 | 0.7 | · | 0.9 | |
| P / Tangible Book | 1.3 | 1.1 | · | 1.0 | 1.0 | 0.9 | · | 0.9 | 0.7 | 0.8 | · | 0.8 | 0.7 | 0.8 | · | 1.2 | |
| P / Cash Flow | · | 26.4 | · | · | · | 50.2 | · | · | · | 23.7 | · | · | · | 45.2 | · | · | |
| P / FCF | · | 27.1 | · | · | · | 54.6 | · | · | · | 26.2 | · | · | · | 51.9 | · | · | |
| EV / FCF | · | 28.3 | · | · | · | 42.4 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 3.4 | 2.7 | · | 1.8 | 2.3 | 1.7 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 10.1% | 11.6% | · | 12.8% | 16.0% | 13.5% | · | 13.6% | 18.2% | 14.1% | · | 20.4% | 22.5% | 18.5% | · | 16.0% | |
| Payout Ratio | · | 31.5% | · | · | · | 37.8% | · | · | · | 240.7% | · | · | · | 39.8% | · | · |
القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات
قائمة الدخل
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| صافي الدخل | $75M | $-42M | $50M | $57M | $78M |
| EPS المخفف | $3.61 | $-2.75 | $3.15 | $3.56 | $4.78 |
الميزانية العمومية
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| الدين / حقوق الملكية | 0.2 | 0.2 | 0.4 | 0.5 | 0.1 |
التدفق النقدي
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| التدفق النقدي الحر | $13M | $72M | $8M | $125M | $64M |
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.
الملاك المؤسسيون (13F) 171 مقدمي إقرار · $463.8M 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 |
|---|---|---|---|---|
| 33 (+4 مقابل الربع السابق) | 15 (-3 مقابل الربع السابق) | 67 (+14 مقابل الربع السابق) | 32 (-9 مقابل الربع السابق) | -342K |
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 |
|---|---|---|---|---|
| PL Capital Advisors, LLC | $70773495 | 1816102 | 15,26% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $37373516 | 959033 | 8,06% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $32780239 | 841166 | 7,07% | الأسهم |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $32538742 | 834969 | 7,02% | الأسهم |
| STATE STREET CORP | $23273091 | 592493 | 5,02% | الأسهم |
| Ategra Capital Management, LLC | $21982977 | 564100 | 4,74% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $20010878 | 513356 | 4,31% | الأسهم |
| TWO SIGMA INVESTMENTS, LP | $17813109 | 457098 | 3,84% | الأسهم |
| AMERICAN CENTURY COMPANIES INC | $13624341 | 349611 | 2,94% | الأسهم |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10250396 | 263033 | 2,21% | الأسهم |
| Hillsdale Investment Management Inc. | $9711324 | 249200 | 2,09% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $9675589 | 248283 | 2,09% | الأسهم |
| ALLIANCEBERNSTEIN L.P. | $7777131 | 245258 | 1,68% | الأسهم |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7774593 | 199502 | 1,68% | الأسهم |
| Qube Research & Technologies Ltd | $7553594 | 193831 | 1,63% | الأسهم |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6981631 | 179154 | 1,51% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6321402 | 162212 | 1,36% | الأسهم |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $6005511 | 154106 | 1,29% | الأسهم |
| Palisades Investment Partners, LLC | $5921388 | 150826 | 1,28% | الأسهم |
| GOLDMAN SACHS GROUP INC | $5867713 | 150570 | 1,27% | الأسهم |
| RENAISSANCE TECHNOLOGIES LLC | $5335149 | 136904 | 1,15% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $5070893 | 130123 | 1,09% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $5014971 | 128688 | 1,08% | الأسهم |
| CANANDAIGUA NATIONAL CORP | $4911277 | 154881 | 1,06% | الأسهم |
| COURIER CAPITAL LLC | $4642632 | 119133 | 1,00% | الأسهم |
| Empowered Funds, LLC | $4253731 | 109154 | 0,92% | الأسهم |
| MENDON CAPITAL ADVISORS CORP | $3897000 | 100000 | 0,84% | الأسهم |
| Curi Capital, LLC | $3897000 | 100000 | 0,84% | الأسهم |
| TWO SIGMA ADVISERS, LP | $3409593 | 109387 | 0,74% | الأسهم |
| Bank of New York Mellon Corp | $3179523 | 81589 | 0,69% | الأسهم |
| SEGALL BRYANT & HAMILL, LLC | $2962110 | 76010 | 0,64% | الأسهم |
| Trexquant Investment LP | $2915385 | 74811 | 0,63% | الأسهم |
| CITADEL ADVISORS LLC | $2740916 | 70334 | 0,59% | الأسهم |
| FMR LLC | $2569175 | 65927 | 0,55% | الأسهم |
| PRUDENTIAL FINANCIAL INC | $2561849 | 65739 | 0,55% | الأسهم |
| MORGAN STANLEY | $2510645 | 64425 | 0,54% | الأسهم |
| WELLINGTON MANAGEMENT GROUP LLP | $2454292 | 62979 | 0,53% | الأسهم |
| NEW YORK STATE COMMON RETIREMENT FUND | $2416725 | 62015 | 0,52% | الأسهم |
| COMMONWEALTH EQUITY SERVICES, LLC | $2249410 | 57721 | 0,49% | الأسهم |
| BAYVIEW ASSET MANAGEMENT, LLC | $1948500 | 50000 | 0,42% | الأسهم |
| Cutler Capital Management, LLC | $1926191 | 49428 | 0,42% | الأسهم |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1802012 | 46241 | 0,39% | الأسهم |
| MARTINGALE ASSET MANAGEMENT L P | $1619126 | 41548 | 0,35% | الأسهم |
| Connor, Clark & Lunn Investment Management Ltd. | $1618853 | 41541 | 0,35% | الأسهم |
| MALTESE CAPITAL MANAGEMENT LLC | $1615930 | 41466 | 0,35% | الأسهم |
| KENNEDY CAPITAL MANAGEMENT LLC | $1490758 | 38254 | 0,32% | الأسهم |
| VICTORY CAPITAL MANAGEMENT INC | $1473066 | 37800 | 0,32% | الأسهم |
| Man Group plc | $1464103 | 37570 | 0,32% | الأسهم |
| Campbell & CO Investment Adviser LLC | $1281801 | 32892 | 0,28% | الأسهم |
| Vanguard Global Advisers, LLC | $1015870 | 26068 | 0,22% | الأسهم |
| RHUMBLINE ADVISERS | $991038 | 25431 | 0,21% | الأسهم |
| Quantinno Capital Management LP | $929038 | 23839 | 0,20% | الأسهم |
| MILLENNIUM MANAGEMENT LLC | $911625 | 23393 | 0,20% | الأسهم |
| Informed Momentum Co LLC | $839648 | 21546 | 0,18% | الأسهم |
| XTX Topco Ltd | $806952 | 20707 | 0,17% | الأسهم |
| STRS OHIO | $771606 | 19800 | 0,17% | الأسهم |
| AMERIPRISE FINANCIAL INC | $757303 | 19427 | 0,16% | الأسهم |
| DEUTSCHE BANK AG\ | $748964 | 19219 | 0,16% | الأسهم |
| BNP PARIBAS FINANCIAL MARKETS | $660464 | 16948 | 0,14% | الأسهم |
| CITIGROUP INC | $651189 | 16710 | 0,14% | الأسهم |
| ALPS ADVISORS INC | $645811 | 16572 | 0,14% | الأسهم |
| WELLS FARGO & COMPANY/MN | $642966 | 16499 | 0,14% | الأسهم |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $630729 | 16185 | 0,14% | الأسهم |
| Quadrature Capital Ltd | $589577 | 15129 | 0,13% | الأسهم |
| Oppenheimer & Close, LLC | $565065 | 14500 | 0,12% | الأسهم |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $548484 | 14118 | 0,12% | الأسهم |
| AlphaQuest LLC | $531885 | 17064 | 0,11% | الأسهم |
| BAILARD, INC. | $522198 | 13400 | 0,11% | الأسهم |
| FRANKLIN RESOURCES INC | $499946 | 12829 | 0,11% | الأسهم |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $496517 | 12741 | 0,11% | الأسهم |
| Graham Capital Management, L.P. | $473953 | 12162 | 0,10% | الأسهم |
| MetLife Investment Management, LLC | $456144 | 11705 | 0,10% | الأسهم |
| BlackRock, Inc. | $447454 | 11482 | 0,10% | الأسهم |
| PANAGORA ASSET MANAGEMENT INC | $446090 | 11447 | 0,10% | الأسهم |
| IEQ CAPITAL, LLC | $434282 | 11144 | 0,09% | الأسهم |
| GREAT LAKES ADVISORS, LLC | $430346 | 11043 | 0,09% | الأسهم |
| Squarepoint Ops LLC | $428475 | 10995 | 0,09% | الأسهم |
| D. E. Shaw & Co., Inc. | $413004 | 10598 | 0,09% | الأسهم |
| Brandywine Global Investment Management, LLC | $381209 | 12230 | 0,08% | الأسهم |
| VANGUARD GROUP INC | $373198 | 11973 | 0,08% | الأسهم |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $353575 | 9073 | 0,08% | الأسهم |
| Rafferty Asset Management, LLC | $344222 | 8833 | 0,07% | الأسهم |
| Stonebrook Private Inc. | $341325 | 8759 | 0,07% | الأسهم |
| MERCER GLOBAL ADVISORS INC /ADV | $336116 | 8625 | 0,07% | الأسهم |
| BARCLAYS PLC | $327192 | 8396 | 0,07% | الأسهم |
| STATE OF WISCONSIN INVESTMENT BOARD | $323841 | 8310 | 0,07% | الأسهم |
| Invesco Ltd. | $313397 | 8042 | 0,07% | الأسهم |
| Engineers Gate Manager LP | $305369 | 7836 | 0,07% | الأسهم |
| Sterling Capital Management LLC | $299562 | 7687 | 0,06% | الأسهم |
| CWM, LLC | $297408 | 9379 | 0,06% | الأسهم |
| FIRST TRUST ADVISORS LP | $276998 | 7108 | 0,06% | الأسهم |
| BANK OF NOVA SCOTIA | $257202 | 6600 | 0,06% | الأسهم |
| Mariner, LLC | $255397 | 6554 | 0,06% | الأسهم |
| CARY STREET PARTNERS FINANCIAL LLC | $245511 | 6300 | 0,05% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $237717 | 6100 | 0,05% | عقد خيار البيع |
| Police & Firemen's Retirement System of New Jersey | $233820 | 6000 | 0,05% | الأسهم |
| CITADEL ADVISORS LLC | $229923 | 5900 | 0,05% | عقد خيار البيع |
| INTECH INVESTMENT MANAGEMENT LLC | $225247 | 5780 | 0,05% | الأسهم |
| Focus Partners Wealth | $209790 | 5383 | 0,05% | الأسهم |
| Russell Investments Group, Ltd. | $177742 | 4561 | 0,04% | الأسهم |
المطلعون على الشركة 70 من المطلعين · مسؤولون 41 · مديرون 23
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| Martin Kearney Birmingham | President & CEO | 20 مارس، 2026 M | 137622 | 0 | 0 | $0 |
| William Jack Plants II | Chief Financial Officer | 20 مارس، 2026 M | 8013 | 1 | 0 | $19879 |
| Kevin B Klotzbach | EVP & Chief Financial Officer | 26 فبراير، 2019 A | 20273 | 0 | 0 | $0 |
| Karl Francis Krebs | EVP & Chief Financial Officer | 15 إبريل، 2013 D | 4940 | 0 | 0 | $0 |
| Ronald A Miller | EVP & Chief Financial Officer | 12 مارس، 2009 D | 22250 | 0 | 0 | $0 |
| Gary A. Pacos | Chief Risk Officer | 20 مارس، 2026 M | 3473 | 0 | 0 | $0 |
| Laurie R Collins | Chief Human Resources Officer | 20 مارس، 2026 M | 7669 | 0 | 0 | $0 |
| Kevin B Quinn | Chief Comm Banking Officer | 20 مارس، 2026 M | 6992 | 0 | 0 | $0 |
| Samuel J Burruano Jr | Chief Legal Officer | 20 مارس، 2026 M | 15238 | 0 | 0 | $0 |
| Eric W. Marks | Chief Consumer Banking Officer | 6 مارس، 2025 A | — | 0 | 0 | $0 |
| Sonia Marie Dumbleton | Senior Vice President | 19 مارس، 2024 M | 7993 | 0 | 0 | $0 |
| Justin K. Bigham | Executive Vice President | 4 مايو، 2023 I | 1485 | 0 | 0 | $0 |
| Sean M Willett | Executive Vice President | 21 مارس، 2023 A | 4465 | 0 | 0 | $0 |
| Randall R. Phillips | Senior Vice President | 22 مايو، 2022 M | 1394 | 0 | 0 | $0 |
| Joseph L Dugan | Senior Vice President | 6 مايو، 2020 P | 5879 | 0 | 0 | $0 |
| William L Kreienberg | Executive Vice President | 25 فبراير، 2020 A | 3815 | 0 | 0 | $0 |
| Bethany L. Bowers | Vice President | 22 مايو، 2019 A | — | 0 | 0 | $0 |
| David G Case | Senior Vice President | 22 مايو، 2019 A | 3928 | 0 | 0 | $0 |
| Michael David Grover | Senior Vice President | 22 مايو، 2019 A | 2444 | 0 | 0 | $0 |
| Craig J Burton | Senior Vice President | 26 فبراير، 2019 A | — | 0 | 0 | $0 |
| Edward S Oexle | Senior Vice President | 26 فبراير، 2019 A | — | 0 | 0 | $0 |
| Valerie C Benjamin | Senior Vice President | 26 فبراير، 2019 A | — | 0 | 0 | $0 |
| Michael D Burneal | Senior Vice President | 1 أغسطس، 2018 P | 4197 | 0 | 0 | $0 |
| Vito Caraccio | Senior Vice President | 27 فبراير، 2018 A | — | 0 | 0 | $0 |
| Charles J Guarino | Senior Vice President | 27 فبراير، 2018 A | 1525 | 0 | 0 | $0 |
| Paula Dollinger Dolan | Senior Vice President | 27 فبراير، 2018 A | 6642 | 0 | 0 | $0 |
| Jeffrey Patrick Kenefick | Executive Vice President | 27 فبراير، 2018 A | 3459 | 0 | 0 | $0 |
| Richard J Harrison | Executive Vice President | 27 يناير، 2016 D | 27903 | 0 | 0 | $0 |
| Kenneth Vincent Winn | EVP & Chief Risk Officer | 19 أغسطس، 2014 D | 780 | 0 | 0 | $0 |
| Ronald Mitchell Mclaughlin | Executive Vice President | 23 فبراير، 2014 F | 12421 | 0 | 0 | $0 |
| Rita Marie Bartol | Senior Vice President | 21 فبراير، 2013 D | 827 | 0 | 0 | $0 |
| John Leonard Rizzo | SVP & Corporate Secretary | 18 فبراير، 2013 F | 1179 | 0 | 0 | $0 |
| John Joseph Witkowski | Executive Vice President | 23 فبراير، 2012 F | 19129 | 0 | 0 | $0 |
| George Daniel Hagi | Executive Vice President | 23 فبراير، 2012 F | 26272 | 0 | 0 | $0 |
| Bruce Heath Nagle | Sr VP & Dir of Human Resources | 12 مارس، 2009 D | 5200 | 0 | 0 | $0 |
| James Tracy Rudgers | EVP & Chief of Comm. Banking | 12 مارس، 2009 D | 7100 | 0 | 0 | $0 |
| Gary M Rougeau | Senior Vice President | 23 فبراير، 2005 A | — | 0 | 0 | $0 |
| Douglas L Mccabe | Sr Vice President | 23 فبراير، 2005 A | 2023 | 0 | 0 | $0 |
| Thomas D Grover | Senior Vice President | 23 فبراير، 2005 A | — | 0 | 0 | $0 |
| Julie D Bartoldson | Sr VP & Dir of Human Resources | 2 إبريل، 2004 A | — | 0 | 0 | $0 |
| Randolph C Brown | Senior Vice President | 4 فبراير، 2004 A | 1091 | 0 | 0 | $0 |
| Andrew W Dorn JR | مدير | 20 مايو، 2026 A | 39066 | 0 | 0 | $0 |
| Susan R Holliday | مدير | 20 مايو، 2026 A | 41678 | 0 | 0 | $0 |
| Angela J Panzarella | مدير | 20 مايو، 2026 A | 6857 | 0 | 0 | $0 |
| Dawn H Burlew | مدير | 28 نوفمبر، 2025 A | 20657 | 0 | 0 | $0 |
| Robert M Glaser | مدير | 28 نوفمبر، 2025 A | 48051 | 0 | 0 | $0 |
| Bruce W Harting | مدير | 28 مايو، 2025 A | 6139 | 0 | 0 | $0 |
| Robert L. Schrader | مدير | 28 مايو، 2025 A | 1361 | 0 | 0 | $0 |
| Kim E Vangelder | مدير | 28 مايو، 2025 A | 29074 | 0 | 0 | $0 |
| Donald Boswell | مدير | 28 مايو، 2025 A | 16656 | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
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 |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC, LASHLEY RICHARD J, PALMER JOHN W, Black Maple Capital Management LP, Black Maple Capital Holdings LLC, Barnard Robert James, Danielle Morgan Lashley 2010 Trust, Lashley Danielle Morgan, Lashley Family 2011 Trust, Lashley Beth, Lashley Family 2012 Trust, Lashley Robin, Caitlin Anne Lashley 2010 Trust, Fanelli Caitlin (nee Lashley) ×3 إيداعات | 2 أكتوبر، 2025 | 8,90% | تعديل | — | SEC |
| MHC Mutual Conversion Fund, L.P., Clover Partners, L.P., Clover Partners Management, L.L.C., Johnny Guerry, Terry Philen ×4 إيداعات | 12 ديسمبر، 2016 | — | إيداع أولي | استثمار سلبي | 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 44 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,12% | 202907 NS | 31 مايو، 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,27% | 16274 NS | 31 مايو، 2026 | N-PORT |
| ESSC · Strategy Shares | 0,23% | 1759 NS | 30 إبريل، 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,11% | 16319 NS | 30 إبريل، 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 68302 NS | 30 إبريل، 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 18847 NS | 31 مايو، 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 44718 NS | 31 مايو، 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 57429 NS | 30 إبريل، 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 100308 NS | 30 إبريل، 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 183139 NS | 31 مايو، 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 8504 NS | 30 إبريل، 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 922 NS | 31 مايو، 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 64630 NS | 30 إبريل، 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 94075 NS | 31 مايو، 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 720 NS | 31 مايو، 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 731 NS | 31 مايو، 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,01% | 1208 NS | 31 مايو، 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 769 NS | 31 مايو، 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 40167 NS | 30 إبريل، 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 18 NS | 31 مايو، 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 338 NS | 30 إبريل، 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 10174 NS | 31 مايو، 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 10663 NS | 30 إبريل، 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1200 NS | 30 إبريل، 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4600 NS | 30 إبريل، 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1238 NS | 30 إبريل، 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 156 NS | 31 مايو، 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 6360 NS | 30 إبريل، 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 12266 NS | 31 مايو، 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 يوليو، 2026 | يومي |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 يوليو، 2026 | يومي |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 يوليو، 2026 | يومي |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 30 يوليو، 2026 | يومي |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 يوليو، 2026 | يومي |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 يوليو، 2026 | يومي |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 يوليو، 2026 | يومي |
| ITOT · iShares Trust | — | — | 22 يوليو، 2026 | يومي |
| IWV · iShares Trust | — | — | 18 أغسطس، 2026 | يومي |
| IWN · iShares Trust | — | — | 17 أغسطس، 2026 | يومي |
| IWM · iShares Trust | — | — | 18 أغسطس، 2026 | يومي |
| IWC · iShares Trust | — | — | 18 أغسطس، 2026 | يومي |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 يوليو، 2026 | يومي |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 يوليو، 2026 | يومي |
| VFH · VANGUARD WORLD FUND | — | — | 20 يوليو، 2026 | يومي |