NBTB NBT Bancorp Inc. - Common Stock
حول NBT Bancorp Inc. - Common Stock نظرة عامة على الشركة من ويكيبيديا
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
اقرأ المزيد
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
History
Founded in 1856 by Warren Newton (former contractor for the Erie and Chenango canals), Isaac Newton (Warren's brother), and James H. Smith (NBT Bank's first President), NBT Bank was first a state-chartered bank called the Bank of Norwich. The bank's first board meeting was held on March 3, 1856 at the law office of Warren and Isaac Newton. The bank opened for business on July 15, 1856 in a storefront on South Main Street.
On June 28, 1865, the bank received a national charter (which it holds to this day) and changed its name to the National Bank of Norwich. In 1918, NBT Bank was one of the first national banks in New York State to apply for and receive trust powers under a Federal Reserve Act and established a Trust Department. In 1925, NBT Bank changed its name a second time to better reflect its expanded services. Over the years, the area served by NBT Bank expanded and in 1989 the bank changed its name for the third time to The National Bank and Trust Company without "of Norwich." In 1995, the bank changed its name for the fourth time to NBT Bank, N.A. (The "N.A." stands for "National Association" and is used primarily in formal or legal contexts.) At the same time, NBT Bank introduced its current logo featuring a blue star and red lettering.
In 2016, NBT Bank celebrated its 160th year in business and published an updated history of the bank to commemorate this milestone.
Mergers and acquisitions
NBT Bank completed its first acquisitions in the 1930s. Since that time, the bank has continued to grow through bank and branch acquisitions as well as through organic expansion.
Since 2000, NBT Bank acquired the following banks: LA Bank based in Scranton, Pennsylvania in 2000; Pioneer American Bank based in Carbondale, Pennsylvania in 2000; First National Bank of Northern New York based in Norfolk, New York in 2001; Central National Bank based in Canajoharie, New York in 2001; City National Bank and Trust Company based in Gloversville, New York in 2005; Hampshire First Bank based in Manchester, New Hampshire in 2012; and Alliance Bank based in Syracuse, New York in 2013. The merger with Alliance Bank was completed on March 8, 2013 and is NBT Bank's largest to date. In December 2022, NBT announced that it will acquire the Connecticut-based Salisbury Bancorp in an equity transaction valued at $204 million. The deal for Salisbury Bancorp closed in August 2023 for $204 million and Salisbury Bank President and CEO Richard J. Cantele Jr. was named to the NBT Bank board of directors and executive management team.
NBT acquired Evans Bank of Williamsville, NY on May 2, 2025. The merger extended NBT’s branch network into the Western Region of New York with the addition of 14 banking offices in the Buffalo area and 4 locations in greater Rochester.
Naming rights
NBT Bank owns the naming rights to NBT Bank Stadium in Syracuse, New York.
المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗
NBTB 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
NBTB 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 |
|---|---|
| 1 يونيو، 2026 | $0,3700 |
| 2 مارس، 2026 | $0,3700 |
| 1 ديسمبر، 2025 | $0,3700 |
| 29 أغسطس، 2025 | $0,3700 |
| 2 يونيو، 2025 | $0,3400 |
| 3 مارس، 2025 | $0,3400 |
| 2 ديسمبر، 2024 | $0,3400 |
| 30 أغسطس، 2024 | $0,3400 |
| 3 يونيو، 2024 | $0,3200 |
| 29 فبراير، 2024 | $0,3200 |
| 30 نوفمبر، 2023 | $0,3200 |
| 31 أغسطس، 2023 | $0,3200 |
| 31 مايو، 2023 | $0,3000 |
| 28 فبراير، 2023 | $0,3000 |
| 30 نوفمبر، 2022 | $0,3000 |
| 31 أغسطس، 2022 | $0,3000 |
| 31 مايو، 2022 | $0,2800 |
| 28 فبراير، 2022 | $0,2800 |
| 30 نوفمبر، 2021 | $0,2800 |
| 31 أغسطس، 2021 | $0,2800 |
NBTB توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
- شراء قوي 2 15,4%
- شراء 5 38,5%
- احتفاظ 6 46,2%
- بيع 0 0,0%
- بيع قوي 0 0,0%
السعر المستهدف لمدة 12 شهرًا
6 محللين · 2026-08-19سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
| الفترة | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|
| 30 يونيو، 2026 | $1.01 | $1.04 | -0.03% |
| 31 مارس، 2026 | $0.97 | $1.00 | -0.03% |
| 31 ديسمبر، 2025 | $1.05 | $1.01 | 0.04% |
| 30 سبتمبر، 2025 | $1.05 | $0.99 | 0.06% |
| 30 يونيو، 2025 | $0.88 | $0.83 | 0.05% |
| 31 مارس، 2025 | $0.80 | $0.76 | 0.04% |
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | — |
| FBK | $2.89B | 22.8 | 22.9% | 21.9% | 7.0% | — |
| TRMK | $2.30B | 10.5 | 42.6% | 28.0% | 10.7% | — |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | — |
| CUBI | — | — | — | — | — | — |
| FRME | — | — | — | — | — | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي
قائمة الدخل 10
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Interest Expense | · | · | $145M | $22M | $19M | $33M | $56M | $39M | $26M | $23M | |
| Interest Income | $711M | $612M | $523M | $384M | $340M | $348M | $368M | $344M | $309M | $287M | |
| Pretax Income | $219M | $179M | $153M | $196M | $200M | $133M | $155M | $137M | $128M | $119M | |
| Income Tax | $50M | $39M | $35M | $44M | $45M | $29M | $34M | $24M | $46M | $40M | |
| Net Income | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| EPS (Basic) | $3.34 | $2.98 | $2.67 | $3.54 | $3.57 | $2.39 | $2.76 | $2.58 | $1.89 | $1.81 | |
| EPS (Diluted) | $3.33 | $2.97 | $2.65 | $3.52 | $3.54 | $2.37 | $2.74 | $2.56 | $1.87 | $1.80 | |
| Shares (Basic) | 50,651,000 | 47,165,000 | 44,528,000 | 42,917,000 | 43,421,000 | 43,693,000 | 43,815,000 | 43,701,000 | 43,575 | 43,244 | |
| Shares (Diluted) | 50,875,000 | 47,433,000 | 44,770,000 | 43,181,000 | 43,719,000 | 43,989,000 | 44,124,000 | 44,020,000 | 43,905 | 43,622 |
الميزانية العمومية 18
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $673M | $217M | $181M | $160M | $149M | |
| PP&E (Net) | $99M | $81M | $81M | $69M | $72M | $74M | $76M | $79M | $81M | $84M | |
| PP&E (Gross) | $280M | $253M | $243M | $190M | $184M | $180M | $180M | $177M | $179M | $177M | |
| Accum. Depreciation | $181M | $172M | $163M | $121M | $112M | $106M | $104M | $98M | $98M | $93M | |
| Goodwill | $453M | $363M | $362M | $281M | $281M | $281M | $275M | $275M | $268M | $265M | |
| Intangibles | $58M | $36M | $40M | $7M | $9M | $12M | $12M | $16M | $13M | $16M | |
| Total Assets | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B | |
| Short-term Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Total Liabilities | $14.10B | $12.26B | $11.88B | $10.57B | $10.76B | $9.75B | $8.60B | $8.54B | $8.18B | $7.95B | |
| Long-term Debt | · | · | · | · | · | · | · | $74M | $89M | $104M | |
| Total Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Common Stock | $591.0K | $540.0K | $540.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | |
| Paid-in Capital | $965M | $743M | $741M | $578M | $577M | $578M | $577M | $575M | $574M | $575M | |
| Retained Earnings | $1.20B | $1.10B | $1.02B | $958M | $856M | $749M | $696M | $621M | $544M | $502M | |
| Treasury Stock | $183M | $175M | $177M | $173M | $160M | $140M | $134M | $136M | $138M | $142M | |
| AOCI | $-83M | $-142M | $-161M | $-190M | $-23M | $417.0K | $-19M | $-43M | $-22M | $-22M | |
| Stockholders' Equity | $1.90B | $1.53B | $1.43B | $1.17B | $1.25B | $1.19B | $1.12B | $1.02B | $958M | $913M | |
| Liabilities + Equity | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B |
التدفق النقدي 16
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $6M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $24M | $9M | $6M | $-20M | $864.0K | $-17M | $-2M | $3M | $4M | $4M | |
| Amort. of Intangibles | $12M | $8M | $5M | $2M | $3M | $3M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $235M | $189M | $157M | $183M | $159M | $145M | $153M | $148M | $137M | $111M | |
| CapEx | $16M | $12M | $9M | $7M | $8M | $8M | $7M | $7M | $7M | $3M | |
| Investing Cash Flow | $169M | $-399M | $-44M | $-926M | $-548M | $-713M | $-64M | $-418M | $-305M | $-630M | |
| Debt Issued | · | · | · | · | · | · | $11M | $25M | $25M | $24M | |
| Net Debt Issued | · | · | · | · | · | · | $-10M | $-15M | $-15M | $-26M | |
| Stock Repurchased | $10M | $251.0K | $5M | $15M | $22M | $8M | $0 | $0 | $0 | $17M | |
| Net Stock Activity | $-10M | $-251.0K | $-5M | $-15M | $-22M | $-8M | · | $0 | $0 | $-17M | |
| Dividends Paid | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M | |
| Financing Cash Flow | $-201M | $289M | $-105M | $-329M | $985M | $1.02B | $-53M | $291M | $179M | $528M | |
| Net Change in Cash | · | · | · | · | · | · | · | $21M | $10M | $9M | |
| Taxes Paid | $25M | $23M | $28M | $63M | $46M | $46M | $28M | $32M | $34M | $41M | |
| Free Cash Flow | $219M | $177M | $148M | $176M | $150M | $134M | $147M | $140M | $130M | $106M | |
| Levered FCF | · | · | $36M | $159M | $135M | $109M | $103M | $109M | $114M | $91M |
الربحية 4
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 92.5% | 84.9% | 82.1% | 100.9% | 102.6% | 74.1% | 90.0% | 89.3% | 20.3% | 20.6% | |
| Pretax Margin | 120.0% | 108.3% | 106.0% | 130.2% | 132.3% | 94.4% | 115.6% | 108.7% | 31.7% | 31.2% | |
| ROA | 1.1% | 1.0% | 0.95% | 1.3% | 1.4% | 1.0% | 1.3% | 1.2% | 0.91% | 0.92% | |
| ROE | 9.1% | 9.2% | 8.5% | 13.1% | 12.4% | 8.9% | 10.9% | 11.2% | 8.6% | 8.6% |
السيولة والملاءة 1
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.3 | 0.5 | 0.1 | 0.1 | 0.6 | 0.9 | 0.8 | 0.7 |
الكفاءة 1
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.4% | 14.5% | -3.9% | -0.23% | 7.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.7% | 3.1% | 0.90% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 12.1% | 12.1% | -24.7% | -0.56% | 49.4% | · | · | · | · | · | |
| EPS CAGR 3Y | -1.8% | -5.7% | 3.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.0% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.3% | 18.4% | -21.9% | -1.9% | 48.4% | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.6% | -3.2% | 4.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.2% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا) 6
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Net Income TTM | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| P/E | 12.5 | 16.1 | 15.8 | 12.3 | 10.9 | 13.5 | 14.8 | 13.5 | 19.7 | 23.3 | |
| Earnings Yield | 8.0% | 6.2% | 6.3% | 8.1% | 9.2% | 7.4% | 6.8% | 7.4% | 5.1% | 4.3% | |
| Payout Ratio | 42.9% | 44.3% | 47.0% | 32.7% | 30.8% | 45.2% | 38.0% | 38.4% | 48.8% | 49.6% | |
| Annual Payout | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M |
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 | · | · | · | · | · | · | · | · | · | $52M | · | $42M | $32M | $19M | · | $5M | |
| Interest Income | $186M | $183M | $189M | $190M | $178M | $154M | $158M | $156M | $151M | $147M | $151M | $137M | $121M | $114M | $109M | $99M | |
| Pretax Income | $69M | $67M | $70M | $72M | $31M | $47M | $46M | $49M | $42M | $43M | $40M | $32M | $39M | $43M | $47M | $50M | |
| Income Tax | $16M | $16M | $14M | $17M | $8M | $10M | $10M | $11M | $9M | $9M | $9M | $7M | $9M | $10M | $11M | $11M | |
| Net Income | $53M | $51M | $56M | $54M | $23M | $37M | $36M | $38M | $33M | $34M | $30M | $25M | $30M | $34M | $36M | $39M | |
| EPS (Basic) | $1.02 | $0.98 | $1.07 | $1.04 | $0.45 | $0.78 | $0.76 | $0.81 | $0.69 | $0.72 | $0.65 | $0.54 | $0.70 | $0.78 | $0.84 | $0.91 | |
| EPS (Diluted) | $1.02 | $0.98 | $1.09 | $1.03 | $0.44 | $0.77 | $0.77 | $0.80 | $0.69 | $0.71 | $0.63 | $0.54 | $0.70 | $0.78 | $0.84 | $0.90 | |
| Shares (Basic) | 51,981,000 | 52,123,000 | -99,594,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,313,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,434,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,907,000 | 42,838,000 | |
| Shares (Diluted) | 51,981,000 | 52,123,000 | -99,370,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,045,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,192,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,643,000 | 42,838,000 |
الميزانية العمومية 16
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $98M | $100M | $99M | $99M | $96M | $82M | $81M | $80M | $79M | $80M | · | $83M | $67M | $68M | · | $69M | |
| PP&E (Gross) | · | · | $280M | · | · | · | $253M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $181M | · | · | · | $172M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $453M | $453M | $453M | $454M | $454M | $363M | $363M | $362M | $362M | $362M | $362M | $360M | $281M | $281M | $281M | $281M | |
| Intangibles | $51M | $54M | $58M | $61M | $64M | $34M | $36M | $36M | $37M | $39M | $40M | $43M | $6M | $7M | $7M | $8M | |
| Total Assets | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | $13.31B | $13.83B | $11.89B | $11.84B | $11.74B | $11.64B | |
| Short-term Debt | $316M | $118M | $148M | $139M | $113M | $86M | $163M | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Total Liabilities | $14.27B | $14.29B | $14.10B | $14.26B | $14.21B | $12.30B | $12.26B | $12.32B | $12.04B | $12.00B | · | $12.46B | $10.68B | $10.63B | · | $10.48B | |
| Total Debt | $316M | $118M | · | $139M | $113M | $86M | · | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Common Stock | $591.0K | $591.0K | $591.0K | $591.0K | $591.0K | $540.0K | $540.0K | $540.0K | $540.0K | $540.0K | · | $540.0K | $497.0K | $497.0K | · | $497.0K | |
| Paid-in Capital | $966M | $966M | $965M | $964M | $963M | $741M | $743M | $743M | $742M | $741M | · | $741M | $578M | $578M | · | $578M | |
| Retained Earnings | $1.26B | $1.23B | $1.20B | $1.16B | $1.13B | $1.12B | $1.10B | $1.08B | $1.06B | $1.04B | · | $1.01B | $997M | $980M | · | $935M | |
| Treasury Stock | $196M | $194M | $183M | $173M | $174M | $175M | $175M | $176M | $176M | $176M | · | $177M | $175M | $173M | · | $173M | |
| AOCI | $-89M | $-87M | $-83M | $-99M | $-109M | $-122M | $-142M | $-126M | $-163M | $-164M | $-161M | $-208M | $-190M | $-174M | $-190M | $-184M | |
| Stockholders' Equity | $1.94B | $1.91B | $1.90B | $1.85B | $1.81B | $1.57B | $1.53B | $1.52B | $1.46B | $1.44B | $1.43B | $1.36B | $1.21B | $1.21B | $1.17B | $1.16B | |
| Liabilities + Equity | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | · | $13.83B | $11.89B | $11.84B | · | $11.64B |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $871.0K | $3M | $647.0K | $2M | $873.0K | $2M | $837.0K | $964.0K | $2M | $2M | $965.0K | $825.0K | $847.0K | $2M | $581.0K | $670.0K | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $458.0K | $536.0K | $538.0K | $544.0K | |
| Operating Cash Flow | $62M | $53M | $66M | $81M | $46M | $42M | $49M | $52M | $51M | $37M | $36M | $55M | $45M | $22M | $30M | $51M | |
| CapEx | $1M | $4M | $4M | $6M | $2M | $4M | $4M | $4M | $1M | $2M | $3M | $3M | $1M | $1M | $2M | $2M | |
| Investing Cash Flow | $-429M | $-6M | $-36M | $-14M | $332M | $-113M | $-148M | $-58M | $-180M | $-13M | $48M | $67M | $-83M | $-76M | $-227M | $-142M | |
| Stock Repurchased | $3M | $11M | $10M | $0 | $0 | $0 | $0 | $0 | $188.0K | $63.0K | $0 | $2M | $3M | $0 | $0 | $0 | |
| Net Stock Activity | · | $-11M | · | · | · | $0 | · | · | · | $-63.0K | · | · | · | $0 | · | · | |
| Dividends Paid | $19M | $19M | $19M | $19M | $18M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $13M | |
| Financing Cash Flow | $-54M | $182M | $-183M | $32M | $-91M | $41M | $-100M | $281M | $18M | $90M | $-551M | $350M | $10M | $86M | $74M | $-111M | |
| Taxes Paid | $17M | $3M | $8M | $16.0K | $15M | $2M | $6M | $8M | $6M | $4M | $973.0K | $5M | $6M | $15M | $21M | $18M | |
| Free Cash Flow | · | $49M | · | · | · | $38M | · | · | · | $34M | · | · | · | $20M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $6M | · | · |
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 | 28.4% | 27.7% | · | 29.3% | 13.2% | 23.8% | · | 25.8% | 23.3% | 24.1% | · | 18.2% | 24.8% | 26.6% | · | 29.6% | |
| Pretax Margin | 37.0% | 36.1% | · | 38.6% | 17.9% | 30.5% | · | 33.1% | 29.9% | 30.7% | · | 23.5% | 32.0% | 34.2% | · | 38.3% | |
| ROA | 0.33% | 0.34% | · | 0.36% | 0.15% | 0.27% | · | 0.28% | 0.26% | 0.27% | · | 0.19% | 0.25% | 0.28% | · | 0.33% | |
| ROE | 2.8% | 2.9% | · | 3.2% | 1.4% | 2.4% | · | 2.6% | 2.5% | 2.5% | · | 1.9% | 2.5% | 2.8% | · | 3.2% |
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 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.4 | 0.5 | 0.4 | · | 0.1 |
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) 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 | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | |
| Net Income TTM | $181M | $165M | · | $152M | $130M | $141M | · | $129M | $121M | $122M | · | $127M | $140M | $150M | · | $153M | |
| P/E | 14.2 | 13.2 | · | 13.7 | 15.4 | 14.4 | · | 16.1 | 14.6 | 13.4 | · | 10.9 | 9.8 | 9.7 | · | 10.7 | |
| Earnings Yield | 7.0% | 7.6% | · | 7.3% | 6.5% | 6.9% | · | 6.2% | 6.8% | 7.4% | · | 9.2% | 10.2% | 10.3% | · | 9.3% | |
| Payout Ratio | · | 37.6% | · | · | · | 43.7% | · | · | · | 44.6% | · | · | · | 38.2% | · | · |
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 | $183M | — | — | $166M | — |
| صافي الدخل | $169M | — | — | $141M | — |
| EPS المخفف | $3.33 | — | — | $2.97 | — |
الميزانية العمومية
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| الدين / حقوق الملكية | 0.1 | — | — | 0.1 | — |
التدفق النقدي
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| التدفق النقدي الحر | $219M | — | — | $177M | — |
إشارات التداول إشارات شراء/بيع حديثة مع سعر الدخول ونسبة المخاطرة/المكافأة
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) 301 مقدم إقرار · $1.1B 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 |
|---|---|---|---|---|
| 34 (-17 مقابل الربع السابق) | 37 (+17 مقابل الربع السابق) | 87 (-8 مقابل الربع السابق) | 83 (+8 مقابل الربع السابق) | +7.0M |
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 | $170303691 | 3449538 | 15,68% | الأسهم |
| STATE STREET CORP | $134853711 | 2731491 | 12,41% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $113132991 | 2291533 | 10,41% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $111325647 | 2254925 | 10,25% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $59190904 | 1198659 | 5,45% | الأسهم |
| FMR LLC | $33979248 | 688257 | 3,13% | الأسهم |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $31979295 | 647745 | 2,94% | الأسهم |
| VICTORY CAPITAL MANAGEMENT INC | $31071059 | 629351 | 2,86% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30196864 | 611644 | 2,78% | الأسهم |
| FULLER & THALER ASSET MANAGEMENT, INC. | $28580978 | 578914 | 2,63% | الأسهم |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27632241 | 559697 | 2,54% | الأسهم |
| AMERICAN CENTURY COMPANIES INC | $25666624 | 519883 | 2,36% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $16978738 | 343908 | 1,56% | الأسهم |
| Bank of New York Mellon Corp | $15541380 | 314794 | 1,43% | الأسهم |
| TWO SIGMA INVESTMENTS, LP | $11889382 | 240822 | 1,09% | الأسهم |
| CITADEL ADVISORS LLC | $10135464 | 205296 | 0,93% | الأسهم |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9352307 | 189433 | 0,86% | الأسهم |
| Public Sector Pension Investment Board | $8822567 | 178703 | 0,81% | الأسهم |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7632659 | 155230 | 0,70% | الأسهم |
| ProShare Advisors LLC | $7268992 | 147235 | 0,67% | الأسهم |
| COMMONWEALTH EQUITY SERVICES, LLC | $6680446 | 135314 | 0,61% | الأسهم |
| RHUMBLINE ADVISERS | $6495443 | 131567 | 0,60% | الأسهم |
| FIRST TRUST ADVISORS LP | $6285097 | 127306 | 0,58% | الأسهم |
| Edgestream Partners, L.P. | $6172386 | 125023 | 0,57% | الأسهم |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6030200 | 122143 | 0,56% | الأسهم |
| Ceredex Value Advisors LLC | $5808381 | 117650 | 0,53% | الأسهم |
| Savant Capital, LLC | $5741300 | 126428 | 0,53% | الأسهم |
| Swiss National Bank | $5025866 | 101800 | 0,46% | الأسهم |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4828340 | 96029 | 0,44% | الأسهم |
| GOLDMAN SACHS GROUP INC | $4553695 | 92236 | 0,42% | الأسهم |
| Schonfeld Strategic Advisors LLC | $4517946 | 91512 | 0,42% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $4189489 | 84859 | 0,39% | الأسهم |
| Legal & General Group Plc | $3935282 | 79710 | 0,36% | الأسهم |
| AMERIPRISE FINANCIAL INC | $3907487 | 79147 | 0,36% | الأسهم |
| Qube Research & Technologies Ltd | $3843849 | 77858 | 0,35% | الأسهم |
| Empowered Funds, LLC | $3809044 | 77153 | 0,35% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $3664143 | 74218 | 0,34% | الأسهم |
| PL Capital Advisors, LLC | $3605491 | 73030 | 0,33% | الأسهم |
| D. E. Shaw & Co., Inc. | $3492236 | 70736 | 0,32% | الأسهم |
| ALLIANCEBERNSTEIN L.P. | $2742365 | 64405 | 0,25% | الأسهم |
| PRUDENTIAL FINANCIAL INC | $2686518 | 54416 | 0,25% | الأسهم |
| LPL Financial LLC | $2559778 | 51849 | 0,24% | الأسهم |
| Baird Financial Group, Inc. | $2249742 | 45569 | 0,21% | الأسهم |
| MGO ONE SEVEN LLC | $2139202 | 43330 | 0,20% | الأسهم |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2123678 | 49875 | 0,20% | الأسهم |
| Quantinno Capital Management LP | $2104281 | 42622 | 0,19% | الأسهم |
| Connor, Clark & Lunn Investment Management Ltd. | $2071368 | 41956 | 0,19% | الأسهم |
| VANGUARD ASSET MANAGEMENT, Ltd | $2003237 | 40576 | 0,18% | الأسهم |
| INTECH INVESTMENT MANAGEMENT LLC | $1969221 | 39887 | 0,18% | الأسهم |
| BlackRock, Inc. | $1898770 | 38460 | 0,17% | الأسهم |
| Linden Thomas Advisory Services, LLC | $1779887 | 36052 | 0,16% | الأسهم |
| Horizon Advisory Services, Inc. | $1717138 | 34781 | 0,16% | الأسهم |
| Members Advisory Group LLC | $1654981 | 33522 | 0,15% | الأسهم |
| MetLife Investment Management, LLC | $1490135 | 30183 | 0,14% | الأسهم |
| Cetera Investment Advisers | $1458033 | 29533 | 0,13% | الأسهم |
| Financial Engines Advisors L.L.C. | $1453058 | 29432 | 0,13% | الأسهم |
| TOMPKINS FINANCIAL CORP | $1406354 | 28486 | 0,13% | الأسهم |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1374708 | 27845 | 0,13% | الأسهم |
| MISSION WEALTH MANAGEMENT, LP | $1337718 | 27096 | 0,12% | الأسهم |
| Illinois Municipal Retirement Fund | $1335014 | 27041 | 0,12% | الأسهم |
| Arax Advisory Partners | $1330966 | 26959 | 0,12% | الأسهم |
| Horizon Investments, LLC | $1326424 | 26867 | 0,12% | الأسهم |
| XTX Topco Ltd | $1322079 | 26779 | 0,12% | الأسهم |
| Vanguard Global Advisers, LLC | $1321684 | 26771 | 0,12% | الأسهم |
| IFP Advisors, Inc | $1235929 | 25034 | 0,11% | الأسهم |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1178709 | 23875 | 0,11% | الأسهم |
| FRANKLIN RESOURCES INC | $1172439 | 23748 | 0,11% | الأسهم |
| Louisiana State Employees Retirement System | $1125636 | 22800 | 0,10% | الأسهم |
| PNC Financial Services Group, Inc. | $1102926 | 22340 | 0,10% | الأسهم |
| WELLS FARGO & COMPANY/MN | $1098976 | 22260 | 0,10% | الأسهم |
| Rafferty Asset Management, LLC | $1081845 | 21913 | 0,10% | الأسهم |
| Rosenthal | Henry Capital Advisors, Inc. | $1045409 | 21175 | 0,10% | الأسهم |
| Invesco Ltd. | $1009024 | 20438 | 0,09% | الأسهم |
| JANUS HENDERSON GROUP PLC | $992889 | 23310 | 0,09% | الأسهم |
| Geneos Wealth Management Inc. | $953236 | 19308 | 0,09% | الأسهم |
| NEW YORK STATE COMMON RETIREMENT FUND | $902829 | 18287 | 0,08% | الأسهم |
| Note Advisors, LLC | $891008 | 18048 | 0,08% | الأسهم |
| MORGAN STANLEY | $867343 | 17568 | 0,08% | الأسهم |
| BNP PARIBAS FINANCIAL MARKETS | $852077 | 17259 | 0,08% | الأسهم |
| CAPTRUST FINANCIAL ADVISORS | $798652 | 16177 | 0,07% | الأسهم |
| Mariner, LLC | $795494 | 16113 | 0,07% | الأسهم |
| OSAIC HOLDINGS, INC. | $787731 | 15953 | 0,07% | الأسهم |
| Financial Planning Hawaii, Inc. | $762223 | 15439 | 0,07% | الأسهم |
| Police & Firemen's Retirement System of New Jersey | $754966 | 15292 | 0,07% | الأسهم |
| Beacon Pointe Advisors, LLC | $747279 | 17550 | 0,07% | الأسهم |
| LEIGH BALDWIN & CO., LLC | $741455 | 15018 | 0,07% | الأسهم |
| CWM, LLC | $741430 | 17413 | 0,07% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $740550 | 15000 | 0,07% | عقد خيار الشراء |
| PEOPLES FINANCIAL SERVICES CORP. | $740400 | 15000 | 0,07% | الأسهم |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $739168 | 14972 | 0,07% | الأسهم |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $722283 | 14630 | 0,07% | الأسهم |
| ARIZONA STATE RETIREMENT SYSTEM | $690785 | 13992 | 0,06% | الأسهم |
| YOUSIF CAPITAL MANAGEMENT, LLC | $686589 | 13907 | 0,06% | الأسهم |
| Washington Trust Advisors, Inc. | $672716 | 13626 | 0,06% | الأسهم |
| Fenimore Asset Management Inc | $659336 | 13355 | 0,06% | الأسهم |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $646056 | 13086 | 0,06% | الأسهم |
| Entropy Technologies, LP | $645217 | 13069 | 0,06% | الأسهم |
| NISA INVESTMENT ADVISORS, LLC | $639736 | 12958 | 0,06% | الأسهم |
| IEQ CAPITAL, LLC | $628501 | 12730 | 0,06% | الأسهم |
| Community Bank, N.A. | $613100 | 12421 | 0,06% | الأسهم |
المطلعون على الشركة 51 من المطلعين · مسؤولون 14 · مديرون 17
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| Scott Allen Kingsley | President & CEO NBT Bancorp | 23 مارس، 2026 A | 57936 | 0 | 0 | $0 |
| Annette L Burns | EVP & Chief Financial Officer | 23 مارس، 2026 A | 24313 | 0 | 0 | $0 |
| John V Moran | EVP & Chief Financial Officer | 23 مارس، 2020 A | 6362 | 0 | 0 | $0 |
| Joseph R Stagliano | SEVP & President of NBT Bank | 23 مارس، 2026 F | 85446 | 0 | 0 | $0 |
| Ruth H Mahoney | EVP/President of Wealth Mgmt | 29 يوليو، 2026 S | 11928 | 0 | 2 | $-477350 |
| Sarah A Halliday | EVP/Chief Comm Innovation Off | 29 يوليو، 2026 S | 22054 | 0 | 1 | $-486360 |
| Martin Randolph Sparks | EVP,General Counsel,Secretary | 12 يونيو، 2026 S | 14463 | 0 | 2 | $-156768 |
| Cynthia A Smaniotto | EVP, Chief HR Officer | 15 مايو، 2026 F | 17747 | 0 | 0 | $0 |
| Amy Wiles | EVP, Chief Risk and Credit | 15 مايو، 2026 F | 27161 | 0 | 1 | $-202768 |
| Shaunastar Hyle | EVP, Retail Community Banking | 23 مارس، 2026 A | 29298 | 0 | 0 | $0 |
| Angela M Kelley | EVP,General Counsel,Secretary | 23 مارس، 2020 A | 3860 | 0 | 0 | $0 |
| Catherine Scarlett | EVP, Chief HR & Ethics Officer | 15 يناير، 2020 F | 57225 | 0 | 0 | $0 |
| Matthew K Durkee | EVP / President of New England | 15 يناير، 2020 F | 31471 | 0 | 0 | $0 |
| Timothy Brenner | EVP & President Wealth Mgmt | 15 يناير، 2020 F | 58115 | 0 | 0 | $0 |
| Heidi M Hoeller | مدير | 12 يونيو، 2026 S | 11560 | 0 | 1 | $-100884 |
| John H Watt JR | مدير | 9 يونيو، 2026 S | 54010 | 0 | 1 | $-995820 |
| Andrew S Kowalczyk III | مدير | 21 مايو، 2026 A | 13642 | 0 | 0 | $0 |
| Jason David Brown | مدير | 19 مايو، 2026 A | 8414 | 0 | 0 | $0 |
| Johanna R Ames | مدير | 19 مايو، 2026 A | 7593 | 0 | 0 | $0 |
| Matthew J Salanger | مدير | 19 مايو، 2026 A | 28116 | 0 | 0 | $0 |
| Daniel V Robinson II | مدير | 19 مايو، 2026 A | 21755 | 0 | 0 | $0 |
| David J Nasca | مدير | 19 مايو، 2026 A | 71705 | 0 | 0 | $0 |
| Richard J Cantele JR | مدير | 19 مايو، 2026 A | 58106 | 0 | 0 | $0 |
| Martin A Dietrich | مدير | 19 مايو، 2026 A | 112294 | 0 | 0 | $0 |
| Timothy E Delaney | مدير | 19 مايو، 2026 A | 52935 | 5 | 0 | $2444166 |
| John C Mitchell | مدير | 19 مايو، 2020 A | 34727 | 0 | 0 | $0 |
| Jack H Webb | مدير | 19 ديسمبر، 2016 G | 55340 | 0 | 0 | $0 |
| Lowell A Seifter | مدير | 25 مارس، 2013 A | 34514 | 0 | 0 | $0 |
| Paul M Solomon | مدير | 25 مارس، 2013 A | 61895 | 0 | 0 | $0 |
| Andrew S Kowalczyk JR | مدير | 3 مايو، 2005 A | 9535 | 0 | 0 | $0 |
| Gene E Goldenziel | مدير | 26 يناير، 2004 A | 77280 | 0 | 0 | $0 |
| Michael J Chewens | — | 16 يناير، 2015 S | 38290 | 0 | 0 | $0 |
| Sheldon F Prentice | — | 15 يناير، 2015 F | 19177 | 0 | 0 | $0 |
| David E Raven | — | 15 يناير، 2015 F | 33550 | 0 | 0 | $0 |
| Jeffrey M Levy | — | 21 يناير، 2009 A | 12425 | 0 | 0 | $0 |
| Daryl R Forsythe | — | 2 يناير، 2009 S | 126618 | 0 | 0 | $0 |
| Michael M Murphy | — | 12 نوفمبر، 2008 S | 0 | 0 | 0 | $0 |
| William C Gumble | — | 5 نوفمبر، 2008 S | 96607 | 0 | 0 | $0 |
| Joseph G Nasser | — | 3 نوفمبر، 2008 M | 28100 | 0 | 0 | $0 |
| Robert A Wadsworth | — | 1 مايو، 2008 A | 3953 | 0 | 0 | $0 |
| CIVIL PATRICIA T | — | 1 مايو، 2008 A | 7470 | 0 | 0 | $0 |
| William L Owens | — | 1 مايو، 2008 A | 11431 | 0 | 0 | $0 |
| Joseph A Santangelo | — | 1 مايو، 2008 A | 14285 | 0 | 0 | $0 |
| Richard Chojnowski | — | 1 مايو، 2008 A | 271966 | 0 | 0 | $0 |
| Janet H Ingraham | — | 30 أكتوبر، 2007 A | 17193 | 0 | 0 | $0 |
| Paul D Horger | — | 1 مايو، 2007 A | 17384 | 0 | 0 | $0 |
| Peter B Gregory DDS | — | 1 مايو، 2007 A | 95042 | 0 | 0 | $0 |
| Michael H Hutcherson | — | 1 مايو، 2007 A | 6713 | 0 | 0 | $0 |
| Van Ness D Robinson | — | 7 فبراير، 2007 S | 812558 | 0 | 0 | $0 |
| Ronald M Bentley | — | 28 يوليو، 2006 M | 550 | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
ملكية صناديق المؤشرات المتداولة محتفظ بها بواسطة 72 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 | 1,06% | 150023 NS | 31 مايو، 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,88% | 41656 SH | 8 أغسطس، 2026 | يومي |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,59% | 3052 SH | 8 أغسطس، 2026 | يومي |
| IJS · iShares Trust | 0,29% | 462201 SH | 8 أغسطس، 2026 | يومي |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,28% | 110362 SH | 8 أغسطس، 2026 | يومي |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,24% | 10198 NS | 30 إبريل، 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,22% | 24541 NS | 30 إبريل، 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 561 NS | 30 إبريل، 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,18% | 48913 NS | 30 إبريل، 2026 | N-PORT |
| IWN · iShares Trust | 0,17% | 478443 SH | 8 أغسطس، 2026 | يومي |
| XJR · iShares Trust | 0,17% | 6149 SH | 8 أغسطس، 2026 | يومي |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,17% | 103001 NS | 31 مايو، 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,17% | 8134 SH | 8 أغسطس، 2026 | يومي |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,16% | 45331 SH | 8 أغسطس، 2026 | يومي |
| IJR · iShares Trust | 0,15% | 3172364 SH | 8 أغسطس، 2026 | يومي |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,14% | 181891 SH | 8 أغسطس، 2026 | يومي |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 18967 NS | 30 إبريل، 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,11% | 347050 NS | 30 إبريل، 2026 | N-PORT |
| SAA · ProShares Trust | 0,11% | 627 NS | 31 مايو، 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 13973 NS | 30 إبريل، 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 4711 SH | 8 أغسطس، 2026 | يومي |
| IWM · iShares Trust | 0,08% | 1280555 SH | 8 أغسطس، 2026 | يومي |
| ISCV · iShares Trust | 0,08% | 10834 SH | 8 أغسطس، 2026 | يومي |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 298236 SH | 8 أغسطس، 2026 | يومي |
| ROSC · Lattice Strategies Trust | 0,07% | 913 NS | 30 إبريل، 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 22192 NS | 30 إبريل، 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,06% | 25366 SH | 8 أغسطس، 2026 | يومي |
| ITWO · ProShares Trust | 0,06% | 2410 NS | 31 مايو، 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,06% | 1651 NS | 30 إبريل، 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,06% | 96384 NS | 30 إبريل، 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 29761 SH | 8 أغسطس، 2026 | يومي |
| DFAS · Dimensional ETF Trust | 0,05% | 164527 NS | 30 إبريل، 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 98670 NS | 31 مايو، 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 250462 NS | 31 مايو، 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 719472 SH | 8 أغسطس، 2026 | يومي |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,05% | 1587 NS | 30 إبريل، 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,04% | 6625 SH | 8 أغسطس، 2026 | يومي |
| ISCB · iShares Trust | 0,04% | 2176 SH | 8 أغسطس، 2026 | يومي |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 7855 NS | 31 مايو، 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1885 NS | 31 مايو، 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 596541 SH | 8 أغسطس، 2026 | يومي |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1133261 SH | 8 أغسطس، 2026 | يومي |
| VFH · VANGUARD WORLD FUND | 0,03% | 82809 SH | 8 أغسطس، 2026 | يومي |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 13092 NS | 30 إبريل، 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 1906 NS | 31 مايو، 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 3074 SH | 8 أغسطس، 2026 | يومي |
| DXUV · Dimensional ETF Trust | 0,02% | 2182 NS | 30 إبريل، 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 125865 NS | 31 مايو، 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 7854 NS | 30 إبريل، 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2112 NS | 31 مايو، 2026 | N-PORT |