PRI Primerica, Inc. Common Stock
حول Primerica, Inc. Common Stock نظرة عامة على الشركة من ويكيبيديا
Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.
اقرأ المزيد
Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.
Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981. Primerica had its initial public offering in 2010.
Primerica's headquarters are located in Duluth, Georgia.
History
In 1980, A.L. Williams (founded in 1977) entered into a contract with Boston-based Massachusetts Indemnity and Life Insurance Company (MILICO), an underwriter of life insurance and a subsidiary of Santa Monica–based PennCorp Financial Services. In 1981, the company established First American National Corporation as a holding company for First American Life Insurance and First American National Securities. These companies were later renamed to the A.L. Williams Corporation, A.L. Williams Life Insurance Company, and PFS Investments, Inc, respectively. In 1982, the A.L. Williams Corporation was listed on the over-the-counter market under the symbol ALWC. In 1983, the company became listed on the NASDAQ exchange under the same symbol.
PennCorp finalized a merger agreement with American Can Company in 1983, and became its subsidiary along with MILICO. In 1986 Triangle Industries bought American Can's packaging division and the rights to the company's name. In 1987 American Can changed its name to Primerica Corporation, with Gerald Tsai as CEO, the first Chinese American to lead a member of the Dow Jones Industrials.
In December 1988, Sanford Weill's Commercial Credit acquired Primerica Corporation for $1.54 billion, retaining the Primerica name. On February 6, 1989, Primerica Corporation began trading on the New York Stock Exchange.
Throughout the next ten years, Primerica Corporation's affiliated companies A.L Williams, MILICO, and FANS changed their names to Primerica Financial Services, Primerica Life Insurance Company, and Primerica Financial Services Investments, respectively.
In December 1993, Primerica fully acquired Travelers Insurance Corporation and adopted the name Travelers Inc., which was changed to Travelers Group the following year. Travelers Group included Primerica Financial Services, Smith Barney, and other financial businesses. Joe Plumeri was chairman and CEO of Primerica Financial Services from 1995 to 1999. In 1998, Primerica had net income of $398 million on net sales of $1.65 billion.
In December 1997, Primerica announced it was going to begin offering pre-paid legal services through Pre-Paid Legal Services, Inc., at the time a subsidiary of Travelers Group, Inc. In 1998, the US Securities and Exchange Commission (SEC) censured and fined PFS Investments Inc., the securities arm for Primerica, for failure to properly supervise a group of registered representatives in Dearborn, Michigan. The SEC found that PFS Investments Inc. had failed to have in place effective policies and procedures to follow up adequately on three complaints received about the Dearborn registered representatives, "selling away" activities. By the date of the ruling, PFS Investments reported it had complied with the final recommendations made by the independent consultant.
In 1998, Travelers Group and Citicorp merged creating Citigroup (NYSE: C). Primerica and its affiliates continued to operate as subsidiaries of Citigroup, although the Travelers insurance business was spun off in 2002.
Citigroup attempted to sell Primerica in 2008, having received several bids from life insurance companies and private equity firms interested in buying. At the time the market value of the company was estimated to be $7 billion. JC Flowers & Co. LLC and Protective Life Corp began to purchase the company but the deal was canceled for undisclosed reasons.
During the COVID-19 pandemic, in 2020, Primerica paid out $1.7 billion in death claims. This was a 15.8% increase over 2019. The financial services company ended 2021 with $900 billion in active term life insurance.
Initial public offering
On November 5, 2009, Citi announced that it intended to spin off Primerica through an initial public offering. The first trading occurred on April 1, 2010, priced at $15 a share the day before trading. Citi raised $320 million through the IPO.
In a separate offering, private equity firm Warburg Pincus bought a 23-percent stake in Primerica, and had the option to purchase an additional 10-percent stake from Citi. On December 19, 2011, Citigroup sold its remaining equity stake in Primerica.
Primerica was listed by Forbes as one of "America's 50 Most Trustworthy Financial Companies" in 2015.
In July 2021, Primerica acquired e-Telequote, a health insurance marketer.
Products and business model
Primerica uses a multi-level marketing strategy, with eleven tiers of representatives and recruiters selling financial products and services for commission.
The company primarily sells term life insurance, as well as other financial services including auto and home insurance, mutual funds, and credit monitoring.
In 2010, Primerica was reported to have over 100,000 representatives selling the company's financial products, with individual earnings averaging $5,156 per year. Some people working for Primerica and similar multi-level marketing organizations reported that they ended up losing money, due to the fees they had to pay.
In 2012, Primerica was the target of multiple lawsuits alleging that the company's representatives sought to profit by earning commissions after convincing Florida firefighters, teachers, and other public workers to divest from safe government-secured retirement investments to high-risk retirement products offered by Primerica. In January 2014, the company announced that it was working on a settlement with up to 238 plaintiffs, for $15.4 million.
المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗
PRI 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
PRI 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 |
|---|---|
| 21 مايو، 2026 | $1,2000 |
| 23 فبراير، 2026 | $1,2000 |
| 21 نوفمبر، 2025 | $1,0400 |
| 22 أغسطس، 2025 | $1,0400 |
| 22 مايو، 2025 | $1,0400 |
| 21 فبراير، 2025 | $1,0400 |
| 21 نوفمبر، 2024 | $0,9000 |
| 21 أغسطس، 2024 | $0,9000 |
| 20 مايو، 2024 | $0,7500 |
| 20 فبراير، 2024 | $0,7500 |
| 20 نوفمبر، 2023 | $0,6500 |
| 18 أغسطس، 2023 | $0,6500 |
| 19 مايو، 2023 | $0,6500 |
| 17 فبراير، 2023 | $0,6500 |
| 21 نوفمبر، 2022 | $0,5500 |
| 19 أغسطس، 2022 | $0,5500 |
| 19 مايو، 2022 | $0,5500 |
| 18 فبراير، 2022 | $0,5500 |
| 19 نوفمبر، 2021 | $0,4700 |
| 19 أغسطس، 2021 | $0,4700 |
PRI 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 · 2026-08-17سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
| الفترة | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|
| 30 يونيو، 2026 | $6.41 | $6.09 | 0.32% |
| 31 مارس، 2026 | $5.96 | $5.53 | 0.43% |
| 31 ديسمبر، 2025 | $6.13 | $5.73 | 0.40% |
| 30 سبتمبر، 2025 | $6.33 | $5.60 | 0.73% |
| 30 يونيو، 2025 | $5.46 | $5.26 | 0.20% |
| 31 مارس، 2025 | $5.02 | $4.83 | 0.19% |
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | — |
| AFL | $57.20B | 16.2 | -9.3% | 21.2% | 12.9% | — |
| PRU | — | — | — | — | — | — |
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | — |
| UNM | — | — | — | — | — | — |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | — |
| OSCR | — | -8.5 | 27.5% | -3.8% | -44.5% | — |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | — |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | — |
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 | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B | $2.22B | $2.05B | $1.90B | $1.69B | $1.52B | $1.40B | $1.34B | |
| Cost of Revenue | · | · | $55M | $68M | $53M | · | · | · | · | · | · | · | |
| Interest Expense | · | · | $27M | $27M | $31M | $29M | $29M | $29M | $28M | $29M | $34M | $35M | |
| Pretax Income | $975M | $939M | $772M | $719M | $644M | $507M | $477M | $416M | $380M | $338M | $291M | $276M | |
| Income Tax | $223M | $219M | $181M | $164M | $168M | $121M | $111M | $92M | $29M | $118M | $101M | $96M | |
| Net Income | $751M | $471M | $577M | $472M | $477M | $386M | $366M | $324M | $350M | $219M | $190M | $181M | |
| EPS (Basic) | $22.95 | $13.73 | $15.97 | $12.37 | $12.03 | $9.60 | $8.65 | $7.35 | $7.63 | $4.59 | $3.70 | $3.29 | |
| EPS (Diluted) | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 | $9.57 | $8.62 | $7.33 | $7.61 | $4.59 | $3.70 | $3.29 | |
| Shares (Basic) | 32,632,000 | 34,142,000 | 35,954,000 | 37,997,000 | 39,530,000 | 40,065,000 | 42,181,000 | 43,854,000 | 45,598,000 | 47,411,000 | 50,881,000 | 54,567,000 | |
| Shares (Diluted) | 32,680,000 | 34,199,000 | 36,027,000 | 38,106,000 | 39,652,000 | 40,185,000 | 42,314,000 | 43,985,000 | 45,689,000 | 47,453,000 | 50,913,000 | 54,598,000 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | · | $12M |
الميزانية العمومية 15
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $756M | $688M | $594M | $489M | $393M | $548M | $257M | $262M | $280M | $212M | $152M | $192M | |
| Short-term Investments | · | · | · | · | · | · | · | $8M | · | · | · | · | |
| PP&E (Net) | $40M | $41M | $38M | $53M | $67M | $58M | $46M | $36M | $28M | $27M | $29M | $26M | |
| PP&E (Gross) | $216M | $199M | $179M | $186M | $182M | $158M | $137M | $112M | $99M | $94M | $101M | $92M | |
| Accum. Depreciation | $176M | $158M | $141M | $134M | $115M | $100M | $91M | $76M | $71M | $67M | $72M | $65M | |
| Goodwill | · | · | $128M | $128M | $179M | · | · | · | · | · | · | · | |
| Intangibles | $45M | $45M | $45M | $186M | $196M | $45M | $45M | $48M | $52M | $55M | $58M | $62M | |
| Total Assets | $15.01B | $14.58B | $15.03B | $14.64B | $16.20B | $14.91B | $13.69B | $12.60B | $12.46B | $11.44B | $10.61B | $10.74B | |
| Deferred Tax | $28M | $58M | $54M | $167M | $226M | $202M | $189M | $164M | $153M | $199M | $142M | · | |
| Total Liabilities | $12.57B | $12.32B | $12.96B | $12.61B | $14.03B | $13.07B | $12.04B | $11.13B | $11.04B | $10.22B | $9.47B | $9.49B | |
| Common Stock | $318.0K | $334.0K | $350.0K | $368.0K | $394.0K | $393.0K | $412.0K | $427.0K | $443.0K | $457.0K | $483.0K | $522.0K | |
| Retained Earnings | $2.42B | $2.23B | $2.28B | $2.15B | $2.00B | $1.71B | $1.59B | $1.49B | $1.38B | $1.14B | $953M | $796M | |
| Stockholders' Equity | $2.45B | $2.26B | $2.07B | $2.03B | $925M | $1.84B | $1.65B | $1.46B | $1.42B | $1.22B | $1.15B | $1.25B | |
| Liabilities + Equity | $15.01B | $14.58B | $15.03B | $14.64B | $16.12B | $14.91B | $13.69B | $12.60B | $12.46B | $11.44B | $10.61B | $10.74B | |
| Shares Outstanding | 31,810,000 | 33,368,000 | 34,996,000 | 36,824,000 | 39,368,000 | 39,306,000 | 41,207,000 | 42,694,000 | 44,251,000 | 45,721,000 | 48,297,000 | 52,169,000 |
التدفق النقدي 12
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $23M | $32M | $34M | $30M | $18M | $18M | $12M | $14M | $15M | $11M | $12M | |
| Stock-based Comp | $25M | $25M | $19M | $22M | $17M | $19M | $18M | $17M | $15M | $13M | $15M | $18M | |
| Deferred Tax | $-30M | $-32M | $-45M | $-52M | $3M | $266.0K | $-841.0K | $3M | $-54M | $44M | $38M | $26M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | $227.0K | |
| Operating Cash Flow | $901M | $862M | $693M | $758M | $657M | $643M | $486M | $478M | $392M | $294M | $264M | $237M | |
| Investing Cash Flow | $-236M | $-232M | $-90M | $-200M | $-923M | $-54M | $-202M | $-233M | $-131M | $-48M | $-58M | $-16M | |
| Stock Repurchased | $450M | $425M | $375M | $356M | $19M | $231M | $225M | $210M | $150M | $150M | $200M | $148M | |
| Net Stock Activity | $-450M | $-428M | $-375M | $-356M | $-19M | $-231M | $-225M | $-210M | $-150M | $-150M | $-200M | $-148M | |
| Dividends Paid | $272M | $290M | $330M | $255M | $75M | $64M | $58M | $44M | $36M | $33M | $33M | $27M | |
| Financing Cash Flow | $-600M | $-551M | $-480M | $-458M | $108M | $-302M | $-290M | $-261M | $-193M | $-187M | $-235M | $-176M | |
| Net Change in Cash | $68M | $75M | $124M | $97M | $-155M | $291M | $-5M | $-18M | $68M | $60M | $-40M | $43M | |
| Taxes Paid | $236M | $140M | $227M | · | · | · | · | · | · | · | · | · |
الربحية 5
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 22.8% | 15.2% | 20.5% | 13.7% | 13.8% | 17.4% | 17.8% | 17.1% | 20.7% | 14.4% | 13.5% | 13.5% | |
| Pretax Margin | 29.6% | 30.4% | 26.7% | 18.1% | 18.9% | 22.9% | 23.2% | 21.9% | 22.5% | 22.2% | 20.7% | 20.6% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | · | · | 0.92% | |
| ROA | 5.1% | 3.2% | 3.9% | 2.4% | 2.4% | 2.7% | 2.8% | 2.6% | 2.9% | 2.0% | 1.8% | 1.7% | |
| ROE | 31.9% | 22.4% | 26.3% | 20.2% | 17.9% | 21.7% | 22.5% | 22.3% | 25.9% | 18.0% | 16.6% | 14.3% |
الكفاءة 1
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 |
معدلات النمو 10
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.6% | 12.4% | 3.4% | -1.9% | 22.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.4% | 4.5% | 7.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 67.1% | -14.0% | 29.3% | 2.8% | 25.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 22.9% | 4.6% | 18.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 59.7% | -18.4% | 22.1% | -1.1% | 23.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.8% | -0.48% | 14.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 33.4% | · | · | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا) 12
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B | $2.22B | $2.05B | $1.90B | $1.69B | $1.52B | $1.40B | $1.34B | |
| Net Income TTM | $751M | $471M | $577M | $472M | $477M | $386M | $366M | $324M | $350M | $219M | $190M | $181M | |
| Market Cap | $8.22B | $9.06B | $7.20B | $5.22B | $6.03B | $5.26B | $5.38B | $4.17B | $4.49B | $3.16B | $2.28B | $2.83B | |
| P/E | 11.3 | 19.8 | 12.9 | 11.5 | 12.8 | 14.0 | 15.1 | 13.3 | 13.3 | 15.1 | 12.8 | 16.5 | |
| P/S | 2.5 | 2.9 | 2.6 | 2.0 | 2.2 | 2.4 | 2.6 | 2.2 | 2.7 | 2.1 | 1.6 | 2.1 | |
| P/B | 3.4 | 4.0 | 3.5 | 3.0 | 2.9 | 2.9 | 3.3 | 2.9 | 3.2 | 2.6 | 2.0 | 2.3 | |
| P / Tangible Book | 3.4 | 4.1 | 3.8 | 3.0 | 11.0 | 2.9 | · | · | · | · | · | · | |
| P / Cash Flow | 9.1 | 10.5 | 10.4 | 6.9 | 9.2 | 8.2 | 11.1 | 8.7 | 11.6 | 10.8 | 8.8 | 11.9 | |
| Dividend Yield | 3.3% | 3.2% | 4.6% | 4.9% | 1.2% | 1.2% | 1.1% | 1.1% | 0.80% | 1.1% | 1.4% | 0.94% | |
| Earnings Yield | 8.9% | 5.1% | 7.8% | 8.7% | 7.8% | 7.1% | 6.6% | 7.5% | 7.5% | 6.6% | 7.8% | 6.1% | |
| Payout Ratio | 36.2% | 61.6% | 57.2% | 68.4% | 20.0% | 16.7% | 15.7% | 13.6% | 10.2% | 15.2% | 17.3% | 14.6% | |
| Annual Payout | $272M | $290M | $330M | $255M | $75M | $64M | $58M | $44M | $36M | $33M | $33M | $27M |
قائمة الدخل 10
| 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 | $865M | $873M | $854M | $840M | $793M | $805M | $788M | $774M | $791M | $736M | $673M | $697M | $673M | $671M | $624M | $673M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $16M | $14M | · | $13M | $13M | $15M | · | $13M | |
| Interest Expense | · | · | · | $6M | $6M | $6M | · | $6M | $6M | $7M | · | $7M | $7M | $7M | · | $7M | |
| Pretax Income | $258M | $249M | $247M | $272M | $234M | $221M | $219M | $255M | $273M | $193M | $210M | $206M | $195M | $171M | $289M | $121M | |
| Income Tax | $56M | $59M | $50M | $65M | $56M | $52M | $51M | $60M | $63M | $45M | $48M | $49M | $46M | $40M | $52M | $42M | |
| Net Income | $202M | $190M | $197M | $207M | $178M | $169M | $167M | $164M | $1M | $138M | $152M | $152M | $145M | $128M | $150M | $80M | |
| EPS (Basic) | $6.46 | $5.98 | $6.12 | $6.36 | $5.41 | $5.06 | $4.92 | $4.84 | $0.03 | $3.94 | $4.30 | $4.23 | $3.97 | $3.47 | $4.01 | $2.12 | |
| EPS (Diluted) | $6.45 | $5.97 | $6.11 | $6.35 | $5.40 | $5.05 | $4.92 | $4.83 | $0.03 | $3.93 | $4.28 | $4.23 | $3.97 | $3.46 | $4.00 | $2.11 | |
| Shares (Basic) | 31,196,000 | 31,681,000 | -65,934,000 | 32,404,000 | 32,870,000 | 33,292,000 | -68,958,000 | 33,834,000 | 34,383,000 | 34,883,000 | -72,731,000 | 35,760,000 | 36,215,000 | 36,710,000 | -77,048,000 | 37,438,000 | |
| Shares (Diluted) | 31,237,000 | 31,728,000 | -66,024,000 | 32,451,000 | 32,911,000 | 33,342,000 | -69,069,000 | 33,891,000 | 34,440,000 | 34,937,000 | -72,889,000 | 35,822,000 | 36,290,000 | 36,804,000 | -77,268,000 | 37,541,000 |
الميزانية العمومية 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $600M | $646M | $756M | $645M | $621M | $625M | $688M | $550M | $627M | $593M | · | $469M | $562M | $515M | · | $438M | |
| PP&E (Net) | · | · | $40M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $216M | · | · | · | $199M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $176M | · | · | · | $158M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | · | · | · | · | · | · | $0 | $128M | · | $128M | $128M | $128M | · | $128M | |
| Intangibles | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $172M | · | $178M | $180M | $183M | · | $188M | |
| Total Assets | $14.78B | $14.68B | $15.01B | $14.85B | $14.83B | $14.59B | $14.58B | $14.82B | $14.57B | $14.91B | · | $14.43B | $14.75B | $14.80B | · | $15.04B | |
| Deferred Tax | · | · | $28M | · | · | · | $58M | · | · | · | · | $228M | $169M | $199M | · | $129M | |
| Total Liabilities | $12.26B | $12.16B | $12.57B | $12.55B | $12.52B | $12.33B | $12.32B | $12.87B | $12.44B | $12.72B | · | $12.12B | $12.74B | $12.87B | · | $13.42B | |
| Common Stock | $309.0K | $313.0K | $318.0K | $321.0K | $326.0K | $331.0K | $334.0K | $335.0K | $340.0K | $346.0K | · | $353.0K | $358.0K | $364.0K | · | $370.0K | |
| Retained Earnings | $2.47B | $2.44B | $2.42B | $2.32B | $2.27B | $2.25B | $2.23B | $2.13B | $2.12B | $2.29B | · | $2.22B | $2.19B | $2.15B | · | $1.89B | |
| Stockholders' Equity | $2.52B | $2.52B | $2.45B | $2.30B | $2.31B | $2.26B | $2.26B | $1.95B | $2.12B | $2.19B | $2.07B | $2.31B | $2.02B | $1.92B | $2.03B | $1.62B | |
| Liabilities + Equity | $14.78B | $14.68B | $15.01B | $14.85B | $14.83B | $14.59B | $14.58B | $14.82B | $14.57B | $14.91B | · | $14.43B | $14.75B | $14.80B | · | $15.04B | |
| Shares Outstanding | 30,898,000 | 31,344,000 | 31,810,000 | 32,076,000 | 32,545,000 | 33,022,000 | 33,368,000 | 33,508,000 | 33,994,000 | 34,609,000 | 34,996,000 | 35,342,000 | 35,846,000 | 36,407,000 | 36,824,000 | 37,027,000 |
التدفق النقدي 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $5M | $4M | $5M | $5M | $4M | $5M | $7M | $7M | $7M | $7M | $9M | $9M | $9M | $8M | |
| Stock-based Comp | $3M | $13M | $5M | $4M | $2M | $13M | $6M | $4M | $3M | $13M | $2M | $2M | $2M | $12M | $3M | $1M | |
| Operating Cash Flow | $194M | $157M | $338M | $203M | $163M | $197M | $271M | $207M | $173M | $211M | $241M | $140M | $136M | $176M | $206M | $167M | |
| Investing Cash Flow | $-62M | $-87M | $-120M | $-15M | $-2M | $-99M | $-51M | $-125M | $30M | $-86M | $-2M | $-102M | $45M | $-31M | $-103M | $-8M | |
| Stock Repurchased | $135M | $135M | $70M | $129M | $133M | $118M | $44M | $129M | $143M | $109M | $73M | $106M | $111M | $85M | $32M | $97M | |
| Net Stock Activity | · | $-135M | · | · | · | $-118M | · | · | · | $-109M | · | · | · | $-85M | · | · | |
| Dividends Paid | $37M | $38M | $169M | $34M | $34M | $35M | · | $31M | $26M | $26M | · | $23M | $24M | $24M | · | $21M | |
| Financing Cash Flow | $-177M | $-179M | $-108M | $-163M | $-167M | $-161M | $-79M | $-160M | $-169M | $-143M | $-96M | $-130M | $-135M | $-119M | $-53M | $-118M | |
| Net Change in Cash | $-46M | $-110M | $111M | $24M | $-4M | $-63M | $138M | $-77M | $34M | $-20M | $144M | $-93M | $46M | $26M | $51M | $38M |
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 | 23.4% | 21.8% | · | 24.6% | 22.5% | 21.0% | · | 21.2% | 0.15% | 18.6% | · | 21.4% | 21.0% | 18.1% | · | 7.7% | |
| Pretax Margin | 29.8% | 28.6% | · | 32.4% | 29.6% | 27.5% | · | 32.9% | 0.97% | 24.1% | · | 28.0% | 27.4% | 23.6% | · | 12.8% | |
| ROA | 1.4% | 1.3% | · | 1.4% | 1.2% | 1.1% | · | 1.1% | 0.01% | 0.93% | · | 1.0% | 0.96% | 0.81% | · | 0.34% | |
| ROE | 8.4% | 8.0% | · | 9.8% | 8.1% | 7.6% | · | 7.7% | 0.06% | 6.7% | · | 7.7% | 7.6% | 6.5% | · | 2.8% |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
التقييم (آخر 12 شهرًا) 10
| 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 | $3.37B | $3.31B | · | $3.23B | $3.16B | $3.16B | · | $3.01B | $2.93B | $2.81B | · | $2.72B | $2.69B | $2.70B | · | $2.73B | |
| Net Income TTM | $778M | $744M | · | $719M | $513M | $472M | · | $456M | $436M | $563M | · | $504M | $480M | $451M | · | $435M | |
| Market Cap | $8.78B | $7.85B | · | $8.90B | $8.91B | $9.40B | · | $8.88B | $8.04B | $8.75B | · | $6.86B | $7.09B | $6.27B | · | $4.57B | |
| P/E | 11.8 | 11.0 | · | 12.8 | 13.5 | 19.1 | · | 20.3 | 18.9 | 15.4 | · | 14.1 | 15.4 | 14.6 | · | 11.1 | |
| P/S | 2.6 | 2.4 | · | 2.8 | 2.8 | 3.0 | · | 3.0 | 2.7 | 3.1 | · | 2.5 | 2.6 | 2.3 | · | 1.7 | |
| P/B | 3.5 | 3.1 | · | 3.9 | 3.9 | 4.2 | · | 4.6 | 3.8 | 4.0 | · | 3.0 | 3.5 | 3.3 | · | 2.8 | |
| P / Tangible Book | 3.5 | 3.2 | · | 4.0 | 3.9 | 4.2 | · | 4.7 | 3.9 | 4.6 | · | 3.4 | 4.2 | 3.9 | · | 3.5 | |
| P / Cash Flow | · | 50.1 | · | · | · | 47.6 | · | · | · | 41.5 | · | · | · | 35.6 | · | · | |
| Earnings Yield | 8.5% | 9.1% | · | 7.8% | 7.4% | 5.2% | · | 4.9% | 5.3% | 6.5% | · | 7.1% | 6.5% | 6.9% | · | 9.0% | |
| Payout Ratio | · | 20.1% | · | · | · | 20.5% | · | · | · | 19.0% | · | · | · | 19.1% | · | · |
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 | |
|---|---|---|---|---|---|
| الإيرادات | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B |
| صافي الدخل | $751M | $471M | $577M | $472M | $477M |
| EPS المخفف | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 |
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) 562 مقدمي إقرار · $5.5B 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 |
|---|---|---|---|---|
| 71 (+8 مقابل الربع السابق) | 40 (-5 مقابل الربع السابق) | 171 (-13 مقابل الربع السابق) | 173 (+20 مقابل الربع السابق) | +3.6M |
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 |
|---|---|---|---|---|
| FMR LLC | $647771663 | 2279281 | 11,81% | الأسهم |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $521917385 | 1836444 | 9,51% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $402138737 | 1414985 | 7,33% | الأسهم |
| Burgundy Asset Management Ltd. | $356866881 | 1324968 | 6,51% | الأسهم |
| STATE STREET CORP | $295933481 | 1041286 | 5,39% | الأسهم |
| Brave Warrior Advisors, LLC | $246078265 | 865863 | 4,49% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $222314689 | 782103 | 4,05% | الأسهم |
| BAMCO INC /NY/ | $190826943 | 671453 | 3,48% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $163401785 | 574955 | 2,98% | الأسهم |
| FIDUCIARY MANAGEMENT INC /WI/ | $151827029 | 534226 | 2,77% | الأسهم |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $149122014 | 524708 | 2,72% | الأسهم |
| LYRICAL ASSET MANAGEMENT LP | $137790107 | 484835 | 2,51% | الأسهم |
| AGF MANAGEMENT LTD | $122010470 | 429312 | 2,22% | الأسهم |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105978549 | 372901 | 1,93% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91149761 | 320724 | 1,66% | الأسهم |
| Life Cycle Investment Partners Ltd | $74997822 | 263891 | 1,37% | الأسهم |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $69356736 | 244042 | 1,26% | الأسهم |
| Quantum Capital Management, LLC / NJ | $61072015 | 214890 | 1,11% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $56107617 | 197423 | 1,02% | الأسهم |
| AMERICAN CENTURY COMPANIES INC | $53789681 | 189267 | 0,98% | الأسهم |
| Quantinno Capital Management LP | $49176393 | 173034 | 0,90% | الأسهم |
| Qube Research & Technologies Ltd | $46121113 | 162284 | 0,84% | الأسهم |
| ROYAL LONDON ASSET MANAGEMENT LTD | $40120514 | 141170 | 0,73% | الأسهم |
| NORDEA INVESTMENT MANAGEMENT AB | $35149371 | 122587 | 0,64% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $33855708 | 119126 | 0,62% | الأسهم |
| MILLENNIUM MANAGEMENT LLC | $31813632 | 111941 | 0,58% | الأسهم |
| Arbejdsmarkedets Tillaegspension | $30091096 | 105880 | 0,55% | الأسهم |
| MACKENZIE FINANCIAL CORP | $27040493 | 95146 | 0,49% | الأسهم |
| ProShare Advisors LLC | $27023441 | 95086 | 0,49% | الأسهم |
| EULAV Asset Management | $26986495 | 94956 | 0,49% | الأسهم |
| RHUMBLINE ADVISERS | $25304567 | 89038 | 0,46% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $24695107 | 86893 | 0,45% | الأسهم |
| RENAISSANCE TECHNOLOGIES LLC | $24651508 | 86740 | 0,45% | الأسهم |
| JONES FINANCIAL COMPANIES LLLP | $22348305 | 78722 | 0,41% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $19648451 | 69136 | 0,36% | الأسهم |
| VICTORY CAPITAL MANAGEMENT INC | $18039311 | 63474 | 0,33% | الأسهم |
| Swiss National Bank | $17910284 | 63020 | 0,33% | الأسهم |
| WCM INVESTMENT MANAGEMENT, LLC | $17616833 | 61372 | 0,32% | الأسهم |
| ALPS ADVISORS INC | $17508141 | 61605 | 0,32% | الأسهم |
| Gotham Asset Management, LLC | $17239004 | 60658 | 0,31% | الأسهم |
| GOLDMAN SACHS GROUP INC | $17109141 | 60201 | 0,31% | الأسهم |
| California Public Employees Retirement System | $17036937 | 59947 | 0,31% | الأسهم |
| Aptus Capital Advisors, LLC | $14893785 | 52406 | 0,27% | الأسهم |
| Copeland Capital Management, LLC | $13845939 | 48719 | 0,25% | الأسهم |
| Public Sector Pension Investment Board | $13619717 | 47923 | 0,25% | الأسهم |
| TWO SIGMA INVESTMENTS, LP | $13421629 | 47226 | 0,24% | الأسهم |
| Gator Capital Management, LLC | $13367631 | 47036 | 0,24% | الأسهم |
| Artemis Investment Management LLP | $11439618 | 40252 | 0,21% | الأسهم |
| AMERIPRISE FINANCIAL INC | $11261994 | 39627 | 0,21% | الأسهم |
| VOYA INVESTMENT MANAGEMENT LLC | $11123872 | 39141 | 0,20% | الأسهم |
| REGIONS FINANCIAL CORP | $10299692 | 36241 | 0,19% | الأسهم |
| ALLIANCEBERNSTEIN L.P. | $10261915 | 40969 | 0,19% | الأسهم |
| PANAGORA ASSET MANAGEMENT INC | $10108141 | 35567 | 0,18% | الأسهم |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9332634 | 37259 | 0,17% | الأسهم |
| Campbell & CO Investment Adviser LLC | $9251278 | 32552 | 0,17% | الأسهم |
| Caisse de depot et placement du Quebec | $9193302 | 32348 | 0,17% | الأسهم |
| Retirement Systems of Alabama | $9166587 | 32254 | 0,17% | الأسهم |
| Callahan Advisors, LLC | $8823865 | 31048 | 0,16% | الأسهم |
| Callan Family Office, LLC | $8815031 | 31017 | 0,16% | الأسهم |
| VAN ECK ASSOCIATES CORP | $8436193 | 29684 | 0,15% | الأسهم |
| VANGUARD ASSET MANAGEMENT, Ltd | $8431361 | 29667 | 0,15% | الأسهم |
| Squarepoint Ops LLC | $8119594 | 28570 | 0,15% | الأسهم |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $8003640 | 28162 | 0,15% | الأسهم |
| Vest Financial, LLC | $7892234 | 27770 | 0,14% | الأسهم |
| ALGERT GLOBAL LLC | $7878308 | 27721 | 0,14% | الأسهم |
| Nuveen Asset Management, LLC | $7664901 | 28240 | 0,14% | الأسهم |
| BlackRock, Inc. | $7560857 | 26604 | 0,14% | الأسهم |
| CAPITAL FUND MANAGEMENT S.A. | $7450018 | 26214 | 0,14% | الأسهم |
| STIFEL FINANCIAL CORP | $7435162 | 26162 | 0,14% | الأسهم |
| XTX Topco Ltd | $7222943 | 25415 | 0,13% | الأسهم |
| PRUDENTIAL FINANCIAL INC | $7180881 | 25267 | 0,13% | الأسهم |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7153031 | 25169 | 0,13% | الأسهم |
| Bridgewater Associates, LP | $7087095 | 24937 | 0,13% | الأسهم |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $6701469 | 23346 | 0,12% | الأسهم |
| Corient Private Wealth LP | $6657458 | 23425 | 0,12% | الأسهم |
| Lighthouse Investment Partners, LLC | $6580935 | 23156 | 0,12% | الأسهم |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $6395637 | 22504 | 0,12% | الأسهم |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5948022 | 20929 | 0,11% | الأسهم |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5845426 | 20568 | 0,11% | الأسهم |
| JANE STREET GROUP, LLC | $5835194 | 20532 | 0,11% | الأسهم |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $5815300 | 20462 | 0,11% | الأسهم |
| Schonfeld Strategic Advisors LLC | $5788300 | 20367 | 0,11% | الأسهم |
| &PARTNERS | $5725289 | 20132 | 0,10% | الأسهم |
| NORGES BANK | $5274184 | 18558 | 0,10% | الأسهم |
| FRANKLIN RESOURCES INC | $5232122 | 18410 | 0,10% | الأسهم |
| Legal & General Group Plc | $5160219 | 18157 | 0,09% | الأسهم |
| BNP PARIBAS FINANCIAL MARKETS | $5088033 | 17903 | 0,09% | الأسهم |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5057692 | 20192 | 0,09% | الأسهم |
| Prescott Group Capital Management, L.L.C. | $5042561 | 17743 | 0,09% | الأسهم |
| JLB & ASSOCIATES INC | $5014402 | 17644 | 0,09% | الأسهم |
| Brandywine Global Investment Management, LLC | $4955086 | 19179 | 0,09% | الأسهم |
| ZACKS INVESTMENT MANAGEMENT | $4924660 | 17327 | 0,09% | الأسهم |
| NEW YORK STATE COMMON RETIREMENT FUND | $4910123 | 17277 | 0,09% | الأسهم |
| Nuveen, LLC | $4902450 | 17250 | 0,09% | الأسهم |
| SEI INVESTMENTS CO | $4865940 | 17125 | 0,09% | الأسهم |
| B. Metzler seel. Sohn & Co. AG | $4719709 | 16607 | 0,09% | الأسهم |
| Prana Capital Management, LP | $4662585 | 16406 | 0,08% | الأسهم |
| Sovereign's Capital Management, LLC | $4610129 | 16214 | 0,08% | الأسهم |
| VISTA INVESTMENT PARTNERS LLC | $4380726 | 15412 | 0,08% | الأسهم |
| NewEdge Wealth, LLC | $4360481 | 15343 | 0,08% | الأسهم |
المطلعون على الشركة 27 من المطلعين · مسؤولون 8 · مديرون 15
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| Alison S. Rand | Executive VP and CFO | 30 نوفمبر، 2023 S | 6444 | 0 | 0 | $0 |
| William A. Kelly | President of Subsidiary | 1 مارس، 2020 M | 17981 | 0 | 0 | $0 |
| Gregory C. Pitts | Executive VP and COO | 11 مارس، 2024 S | 3379 | 0 | 0 | $0 |
| Nicholas Adam Jendusa | Principal Accounting Officer | 5 مارس، 2025 S | 200 | 0 | 0 | $0 |
| Tracy Xiangyan Tan | EVP and Chief Financial Office | 1 مارس، 2025 M | 1020 | 0 | 0 | $0 |
| Jeffrey S. Fendler | Executive Vice President | 12 أغسطس، 2016 S | 32988 | 0 | 0 | $0 |
| Michael C. Adams | Executive Vice President | 1 أغسطس، 2016 S | 40589 | 0 | 0 | $0 |
| Chess E. Britt | Executive Vice President | 1 مارس، 2016 M | 65399 | 0 | 0 | $0 |
| Joel M. Babbit | مدير | 12 يونيو، 2026 A | 9143 | 0 | 0 | $0 |
| Barbara A. Yastine | مدير | 12 يونيو، 2026 A | 19914 | 0 | 0 | $0 |
| Donald R. Williams | مدير | 12 يونيو، 2026 A | 21006 | 0 | 0 | $0 |
| Cynthia N Day | مدير | 12 يونيو، 2026 A | 20363 | 0 | 0 | $0 |
| Beatriz R Perez | مدير | 13 يونيو، 2025 A | 11220 | 0 | 0 | $0 |
| Gary L Crittenden | مدير | 13 يونيو، 2025 A | 20548 | 0 | 0 | $0 |
| Sanjeev Dheer | مدير | 21 مايو، 2025 S | 3711 | 0 | 0 | $0 |
| Darryl L. Wilson | مدير | 14 مايو، 2025 A | 1367 | 0 | 0 | $0 |
| John A. Addison Jr. | مدير | 14 مايو، 2025 A | 15703 | 0 | 0 | $0 |
| George P Benson | مدير | 14 مارس، 2023 A | 15342 | 0 | 0 | $0 |
| Mark Mason | مدير | 15 مارس، 2019 J | 4456 | 0 | 0 | $0 |
| Robert F Mccullough | مدير | 16 مارس، 2018 J | 18120 | 0 | 0 | $0 |
| Daniel Zilberman | مدير | 3 يونيو، 2013 S | 0 | 0 | 0 | $0 |
| Michael E. Martin | مدير | 3 يونيو، 2013 S | 0 | 0 | 0 | $0 |
| Ellyn A Mccolgan | مدير | 19 أغسطس، 2010 A | 2819 | 0 | 0 | $0 |
| Peter W. Schneider | — | 17 أغسطس، 2026 S | 8011 | 0 | 1 | $-562770 |
| Amber Lynne Cottle | — | 11 أغسطس، 2026 S | 3549 | 0 | 1 | $-87503 |
| Glenn J. Williams | — | 10 أغسطس، 2026 S | 32196 | 0 | 2 | $-901035 |
| Saxby C Chambliss | — | 14 مارس، 2022 A | 7830 | 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 |
|---|---|---|---|---|---|
| Warburg Pincus Private Equity X, L.P . S.S. OR, Warburg Pincus X Partners, L.P . S.S. OR, Warburg Pincus X, L.P . S.S. OR, Warburg Pincus X LLC S.S. OR, Warburg Pincus Partners LLC S.S. OR, Warburg Pincus & Co. S.S. OR, Warburg Pincus LLC S.S. OR, Charles R. Kaye S.S. OR, Joseph P. Landy S.S. OR ×14 إيداعات | 5 يونيو، 2013 | — | إيداع أولي | — | 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 121 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 |
|---|---|---|---|---|
| SOVF · Elevation Series Trust | 2,56% | 8561 NS | 30 إبريل، 2026 | N-PORT |
| OSCV · ETF Series Solutions | 2,14% | 51989 NS | 30 إبريل، 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 1,98% | 64466 NS | 31 مايو، 2026 | N-PORT |
| RUNN · Strategic Trust | 1,70% | 21806 NS | 31 مايو، 2026 | N-PORT |
| REGL · ProShares Trust | 1,52% | 94197 NS | 31 مايو، 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,36% | 21492 SH | 8 أغسطس، 2026 | يومي |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,35% | 31533 SH | 8 أغسطس، 2026 | يومي |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1,34% | 233648 SH | 8 أغسطس، 2026 | يومي |
| IAK · iShares Trust | 1,09% | 18469 SH | 8 أغسطس، 2026 | يومي |
| SDVD · First Trust Exchange-Traded Fund IV | 0,86% | 25403 NS | 30 إبريل، 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,78% | 35736 NS | 30 إبريل، 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,73% | 2840 SH | 8 أغسطس، 2026 | يومي |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,67% | 25451 NS | 30 إبريل، 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0,55% | 598 NS | 30 إبريل، 2026 | N-PORT |
| BSMS · Invesco Exchange-Traded Self-Indexe… | 0,39% | 1180000 | 8 أغسطس، 2026 | يومي |
| VFQY · VANGUARD WELLINGTON FUND | 0,38% | 6412 SH | 8 أغسطس، 2026 | يومي |
| IQSM · New York Life Investments ETF Trust | 0,37% | 4192 NS | 30 إبريل، 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,36% | 3446 NS | 31 مايو، 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,35% | 43 NS | 29 مايو، 2026 | N-PORT |
| XJH · iShares Trust | 0,32% | 4226 SH | 8 أغسطس، 2026 | يومي |
| IJK · iShares Trust | 0,32% | 105910 SH | 8 أغسطس، 2026 | يومي |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,31% | 2423 NS | 30 إبريل، 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,30% | 4144 SH | 8 أغسطس، 2026 | يومي |
| IJH · iShares Trust | 0,28% | 1075983 SH | 8 أغسطس، 2026 | يومي |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,27% | 17846 SH | 8 أغسطس، 2026 | يومي |
| PTMC · Pacer Funds Trust | 0,26% | 3664 NS | 30 إبريل، 2026 | N-PORT |
| SMLF · iShares Trust | 0,26% | 33849 SH | 8 أغسطس، 2026 | يومي |
| PKW · Invesco Exchange-Traded Fund Trust | 0,25% | 13900 SH | 8 أغسطس، 2026 | يومي |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,25% | 5795 NS | 31 مايو، 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,25% | 5482 NS | 30 إبريل، 2026 | N-PORT |
| BSMT · Invesco Exchange-Traded Self-Indexe… | 0,24% | 650000 | 8 أغسطس، 2026 | يومي |
| IJJ · iShares Trust | 0,24% | 66685 SH | 8 أغسطس، 2026 | يومي |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 50415 SH | 8 أغسطس، 2026 | يومي |
| NUSC · Nushares ETF Trust | 0,24% | 10947 NS | 30 إبريل، 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,23% | 10872 NS | 30 إبريل، 2026 | N-PORT |
| BSMR · Invesco Exchange-Traded Self-Indexe… | 0,23% | 765000 | 8 أغسطس، 2026 | يومي |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,21% | 11247 SH | 8 أغسطس، 2026 | يومي |
| FSMD · FIDELITY COVINGTON TRUST | 0,21% | 17484 NS | 30 إبريل، 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,20% | 95629 NS | 31 مايو، 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,20% | 4808 NS | 31 مايو، 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 3044 NS | 30 إبريل، 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,19% | 457060 SH | 8 أغسطس، 2026 | يومي |
| MVV · ProShares Trust | 0,19% | 1102 NS | 31 مايو، 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 13408 NS | 30 إبريل، 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,18% | 153359 NS | 31 مايو، 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,18% | 529 NS | 30 إبريل، 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,17% | 83477 NS | 30 إبريل، 2026 | N-PORT |
| ISCV · iShares Trust | 0,17% | 3545 SH | 8 أغسطس، 2026 | يومي |
| ISCG · iShares Trust | 0,16% | 4921 SH | 8 أغسطس، 2026 | يومي |
| SCHM · SCHWAB STRATEGIC TRUST | 0,16% | 86274 NS | 31 مايو، 2026 | N-PORT |