UMBF UMB Financial Corporation - Common Stock
حول UMB Financial Corporation - Common Stock نظرة عامة على الشركة من ويكيبيديا
UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.
اقرأ المزيد
UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.
UMB Financial is the parent company of UMB Bank, which ranks as one of America's Best Banks by Forbes and S&P Global Market Intelligence, based on eight financial measures of asset quality, capital adequacy and profitability. UMB operates banking and wealth management centers in Missouri, Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.
History
In 1919, W.T. Kemper and Associates bought shares in City Center Bank, and R. Crosby Kemper became the president of the company. In 1926, the bank built a six-story headquarters, adding a drive-up service window in 1928. In 1934, the bank was renamed City National Bank and Trust Company and moved to Kansas City's financial center. In 1959, R. Crosby Kemper Jr. (a third generation banker from the Kemper family) became president of the bank and led the installation of its first computer processing system. City National acquired several other banks over the years as banking laws changed. In 1969, it reorganized as a holding company, Missouri Bancshares, which changed its name to United Missouri Bancshares (UMB) in 1971.
In 1987, UMB acquired FCB Corp. and its three banks in Southern Illinois. In 1992, UMB expanded into Colorado with the purchase of Valley Bank and National Bank of the West in Colorado Springs. UMB acquired Denver's Columbine National Bank in 1992, and in 1994, all of UMB's Colorado banks were merged into one entity, UMB Bank Colorado. To reflect its expansion outside of Missouri, UMB changed its name to the current UMB Financial Corporation in 1994. In 1995, UMB acquired Oklahoma Bank and its holding company, First Sooner Bancshares. That same year, UMB entered the online banking market in conjunction with Visa Interactive.
In 2001, UMB purchased Sunstone Financial Group Inc. and rebranded it to UMB Fund Services, Inc. It followed in 2002 with its purchase of State Street Bank & Trust Company of Missouri. In 2001 UMB also established Scout Investment Advisors Inc.
In February 2002, the UMB acquired naming rights to St. Louis' Riverport Amphitheatre and renamed it UMB Bank Pavilion. This agreement expired in 2006, after which Verizon Wireless purchased naming rights. In 2004, Peter deSilva became the president and Mariner Kemper became chairman and CEO of UMB Financial Corporation.
In June 2015, UMB acquired Marquette Financial Companies, which expanded its operations into the U.S states of Minnesota, Texas and Arizona.
In April 2017, the firm sold Reams Asset Management and Scouts Investments to Raymond James Financial for $172.5 million.
In December 2019, UMB had 91 branches located across eight U.S. states: Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas.
UMB acquired Heartland Financial in 2025, bringing it into five more states, including California, Minnesota, New Mexico, Iowa and Wisconsin (which used state and regional-focused brands for their ten banking divisions, all of which have taken the new UMB Bank name), and merged banking and marketing operations in full by the end of the year, with physical signage replaced with UMB branding in mid-October.
As of January 2026, UMB has 211 domestic locations in 14 states: Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.
Lines of business
Accounts Receivable Financing
Commercial Banking and Lending
Healthcare Services: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
Institutional Banking and Lending
Personal Banking: Private Wealth Management and Consumer Banking
Small Business Banking
Transportation Finance
Subsidiaries
Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment adviser that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.
المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗
UMBF 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
UMBF 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 |
|---|---|
| 10 يونيو، 2026 | $0,4300 |
| 10 مارس، 2026 | $0,4300 |
| 10 ديسمبر، 2025 | $0,4300 |
| 10 سبتمبر، 2025 | $0,4000 |
| 10 يونيو، 2025 | $0,4000 |
| 10 مارس، 2025 | $0,4000 |
| 10 ديسمبر، 2024 | $0,4000 |
| 10 سبتمبر، 2024 | $0,3900 |
| 10 يونيو، 2024 | $0,3900 |
| 8 مارس، 2024 | $0,3900 |
| 8 ديسمبر، 2023 | $0,3900 |
| 8 سبتمبر، 2023 | $0,3800 |
| 9 يونيو، 2023 | $0,3800 |
| 9 مارس، 2023 | $0,3800 |
| 9 ديسمبر، 2022 | $0,3800 |
| 9 سبتمبر، 2022 | $0,3700 |
| 9 يونيو، 2022 | $0,3700 |
| 9 مارس، 2022 | $0,3700 |
| 9 ديسمبر، 2021 | $0,3700 |
| 9 سبتمبر، 2021 | $0,3700 |
UMBF توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
- شراء قوي 4 21,1%
- شراء 12 63,2%
- احتفاظ 3 15,8%
- بيع 0 0,0%
- بيع قوي 0 0,0%
السعر المستهدف لمدة 12 شهرًا
13 محللين · 2026-08-16سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
| الفترة | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|
| 30 يونيو، 2026 | $3.56 | $3.19 | 0.37% |
| 31 مارس، 2026 | $3.35 | $2.86 | 0.49% |
| 31 ديسمبر، 2025 | $2.74 | $2.60 | 0.14% |
| 30 سبتمبر، 2025 | $2.36 | $2.50 | -0.14% |
| 30 يونيو، 2025 | $2.82 | $2.44 | 0.38% |
| 31 مارس، 2025 | $1.94 | $2.24 | -0.30% |
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| WBS | — | 10.7 | 11.9% | — | — | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| SSB | $9.33B | 12.0 | 56.1% | 29.8% | 8.9% | — |
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | — |
| CFR | — | 12.8 | 8.3% | 29.0% | 14.8% | — |
| ONB | $8.69B | 12.5 | — | 26.5% | 8.1% | — |
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | — |
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 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $919M | $224M | $46M | $77M | $192M | $122M | $58M | $28M | $19M | $14M | |
| Interest Income | $3.35B | $2.17B | $1.84B | $1.14B | $862M | $808M | $863M | $732M | $617M | $523M | $431M | $364M | |
| Pretax Income | $875M | $541M | $422M | $532M | $429M | $339M | $286M | $224M | $236M | $199M | $128M | $166M | |
| Income Tax | $173M | $100M | $72M | $100M | $76M | $52M | $42M | $27M | $53M | $45M | $32M | $45M | |
| Net Income | $702M | $441M | $350M | $432M | $353M | $287M | $244M | $196M | $247M | $159M | $116M | $121M | |
| EPS (Basic) | $9.35 | $9.05 | $7.22 | $8.93 | $7.31 | $5.95 | $4.99 | $3.97 | $5.02 | $3.25 | $2.46 | $2.69 | |
| EPS (Diluted) | $9.29 | $8.99 | $7.18 | $8.86 | $7.24 | $5.93 | $4.96 | $3.93 | $4.96 | $3.22 | $2.44 | $2.65 | |
| Shares (Basic) | 73,259,082 | 48,747,814 | 48,503,643 | 48,340,922 | 48,271,462 | 48,137,791 | 48,779,263 | 49,334,937 | 49,223,661 | 48,828,313 | 47,126,252 | 44,844,578 | |
| Shares (Diluted) | 73,670,643 | 49,056,956 | 48,763,820 | 48,747,399 | 48,738,292 | 48,343,750 | 49,089,877 | 49,770,737 | 49,839,290 | 49,277,055 | 47,579,334 | 45,445,283 | |
| EBITDA | · | · | · | · | · | · | · | · | · | $-2M | $-3M | · |
الميزانية العمومية 17
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $7.77B | $8.45B | $5.53B | $1.56B | $9.21B | $3.50B | $1.67B | $1.67B | $1.72B | $1.06B | $819M | $1.79B | |
| PP&E (Net) | $398M | $222M | $242M | $264M | $271M | $293M | $300M | $284M | $276M | $289M | $281M | $258M | |
| PP&E (Gross) | $1.13B | $913M | $894M | $876M | $849M | $835M | $804M | $758M | $709M | $701M | $659M | $598M | |
| Goodwill | $1.84B | $207M | $207M | $207M | $175M | $181M | $181M | $181M | $181M | $181M | $228M | $210M | |
| Intangibles | $487M | $64M | $71M | $71M | $14M | $21M | $28M | $15M | $20M | $27M | $47M | $44M | |
| Total Assets | $73.09B | $50.41B | $44.01B | $38.51B | $42.69B | $33.13B | $26.56B | $23.35B | $21.77B | $20.68B | $19.09B | $17.50B | |
| Short-term Debt | · | · | $1.80B | · | · | · | · | · | · | · | $5M | · | |
| Total Liabilities | $65.40B | $46.94B | $40.91B | $35.85B | $39.55B | $30.11B | $23.95B | $21.12B | $19.59B | $18.72B | $17.20B | $15.86B | |
| Long-term Debt | $474M | $385M | $383M | $381M | $272M | $270M | $70M | $83M | $79M | $77M | $86M | $9M | |
| Total Debt | · | · | $1.80B | · | · | · | · | · | · | · | $5M | · | |
| Common Stock | $79M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | |
| Retained Earnings | $3.74B | $3.17B | $2.81B | $2.54B | $2.18B | $1.89B | $1.67B | $1.49B | $1.34B | $1.14B | $1.03B | $964M | |
| Treasury Stock | $165M | $336M | $343M | $347M | $323M | $338M | $278M | $274M | $212M | $211M | $212M | $281M | |
| AOCI | $-262M | $-573M | $-557M | $-703M | $126M | $318M | $83M | $-96M | $-46M | $-58M | $-4M | $11M | |
| Stockholders' Equity | $7.69B | $3.47B | $3.10B | $2.67B | $3.15B | $3.02B | $2.61B | $2.23B | $2.18B | $1.96B | $1.89B | $1.64B | |
| Liabilities + Equity | $73.09B | $50.41B | $44.01B | $38.51B | $42.69B | $33.13B | $26.56B | $23.35B | $21.77B | $20.68B | $19.09B | $17.50B | |
| Shares Outstanding | 75,960,675 | 48,814,177 | 48,554,127 | 48,319,404 | 48,430,805 | 48,006,386 | 49,097,606 | 49,117,222 | 49,894,990 | 49,673,056 | 49,396,366 | 45,532,188 |
التدفق النقدي 19
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $142M | $53M | $59M | $54M | $56M | $63M | $56M | $53M | $55M | $-2M | $-3M | $46M | |
| Stock-based Comp | $38M | $23M | $19M | $21M | $21M | $15M | $15M | $11M | $13M | $12M | $11M | $10M | |
| Deferred Tax | $83M | $-16M | $-20M | $-6M | $-13M | $-5M | $-153.0K | $-20M | $60M | $2M | $-645.0K | $-11M | |
| Amort. of Intangibles | $94M | $8M | $9M | $5M | $5M | $7M | $6M | $6M | $7M | $9M | $8M | $12M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $125M | $92M | · | |
| Operating Cash Flow | $1.03B | $225M | $473M | $770M | $534M | $374M | $340M | $296M | $327M | $296M | $212M | $246M | |
| CapEx | $49M | $20M | $23M | $52M | $34M | $60M | $72M | $58M | $36M | $51M | $54M | $45M | |
| Investing Cash Flow | $-5.62B | $-3.26B | $-1.27B | $-3.85B | $-4.24B | $-4.49B | $-2.99B | $-1.75B | $-479M | $-1.50B | $-1.33B | · | |
| Debt Issued | · | · | · | $110M | · | $200M | $19M | $4M | $3M | $2M | $2M | $5M | |
| Net Debt Issued | $-200M | · | · | $110M | · | $200M | $14M | $2M | $1M | $-10M | $-8M | $4M | |
| Stock Issued | $235M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $18M | $8M | $8M | $32M | $6M | $64M | $4M | $77M | $15M | $16M | $8M | $6M | |
| Net Stock Activity | $218M | $-8M | $-8M | $-32M | $-6M | $-64M | $-4M | $-77M | $-15M | $-16M | $-8M | $-6M | |
| Dividends Paid | $136M | $77M | $74M | $72M | $67M | $60M | $59M | $58M | $52M | $49M | $46M | $41M | |
| Financing Cash Flow | $3.92B | $5.96B | $4.77B | $-4.58B | $9.42B | $5.95B | $2.64B | $1.41B | $804M | $1.45B | $150M | · | |
| Net Change in Cash | $-677M | $2.92B | $3.97B | $-7.66B | $5.72B | $1.83B | $-5M | $-42M | $652M | $245M | $-968M | $-795M | |
| Taxes Paid | $63M | $77M | $79M | $102M | $93M | $34M | $2M | $63M | $46M | · | · | · | |
| Free Cash Flow | $978M | $201M | $446M | $718M | $500M | $313M | $269M | $239M | $290M | $246M | $157M | $199M | |
| Levered FCF | · | · | $-317M | $536M | $463M | $248M | $106M | $132M | $245M | $224M | $144M | $189M |
الربحية 5
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.5% | 27.1% | 23.9% | 29.4% | 27.5% | 22.2% | 22.2% | 19.3% | 25.1% | 16.4% | 13.2% | 14.2% | |
| Pretax Margin | 33.0% | 33.2% | 28.8% | 36.2% | 33.5% | 26.2% | 26.1% | 22.1% | 24.1% | 21.3% | 18.1% | 19.4% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | -0.24% | -0.31% | · | |
| ROA | 1.1% | 0.93% | 0.85% | 1.1% | 0.93% | 0.96% | 0.98% | 0.87% | 1.2% | 0.80% | 0.63% | 0.70% | |
| ROE | 9.4% | 12.6% | 11.8% | 16.6% | 11.3% | 9.8% | 9.4% | 8.8% | 11.5% | 8.0% | 6.1% | 7.4% |
السيولة والملاءة 1
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.6 | · | · | · | · | · | · | · | 0.0 | · |
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 | 62.8% | 11.4% | -0.41% | 14.4% | -0.67% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 21.8% | 8.3% | 4.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 3.3% | 25.2% | -19.0% | 22.4% | 22.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.6% | 7.5% | 6.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 59.2% | 26.1% | -18.9% | 22.3% | 23.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.6% | 7.7% | 6.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 17.6% | · | · | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا) 17
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.65B | $1.63B | $1.46B | $1.47B | $1.28B | $1.29B | $1.10B | $1.01B | $982M | $898M | $783M | $849M | |
| Net Income TTM | $702M | $441M | $350M | $432M | $353M | $287M | $244M | $196M | $247M | $159M | $116M | $121M | |
| Market Cap | $8.74B | $5.51B | $4.06B | $4.04B | $5.14B | $3.31B | $3.37B | $2.99B | $3.59B | $3.83B | $2.30B | $2.59B | |
| Enterprise Value | · | · | $328M | · | · | · | · | · | · | · | $1.49B | · | |
| P/E | 12.4 | 12.6 | 11.6 | 9.4 | 14.7 | 11.6 | 13.8 | 15.5 | 14.5 | 24.0 | 19.1 | 21.5 | |
| P/S | 3.3 | 3.4 | 2.8 | 2.7 | 4.0 | 2.6 | 3.1 | 3.0 | 3.7 | 4.3 | 2.9 | 3.1 | |
| P/B | 1.1 | 1.6 | 1.3 | 1.5 | 1.6 | 1.1 | 1.3 | 1.3 | 1.6 | 2.0 | 1.2 | 1.6 | |
| P / Tangible Book | 1.6 | 1.7 | 1.4 | 1.7 | 1.7 | 1.2 | · | · | · | · | · | · | |
| P / Cash Flow | 8.5 | 24.5 | 8.6 | 5.2 | 9.6 | 8.9 | 9.9 | 10.1 | 11.0 | 12.9 | 10.9 | 10.6 | |
| P / FCF | 8.9 | 27.4 | 9.1 | 5.6 | 10.3 | 10.6 | 12.5 | 12.5 | 12.4 | 15.6 | 14.6 | 13.0 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | -544.7 | · | |
| EV / FCF | · | · | 0.7 | · | · | · | · | · | · | · | 9.4 | · | |
| EV / Revenue | · | · | 0.2 | · | · | · | · | · | · | · | 1.9 | · | |
| Dividend Yield | 1.6% | 1.4% | 1.8% | 1.8% | 1.3% | 1.8% | 1.8% | 1.9% | 1.5% | 1.3% | 2.0% | 1.6% | |
| Earnings Yield | 8.1% | 8.0% | 8.6% | 10.6% | 6.8% | 8.6% | 7.2% | 6.5% | 6.9% | 4.2% | 5.2% | 4.7% | |
| Payout Ratio | 19.3% | 17.5% | 21.2% | 16.7% | 18.9% | 21.0% | 24.4% | 29.8% | 21.0% | 30.9% | 39.6% | 34.3% | |
| Annual Payout | $136M | $77M | $74M | $72M | $67M | $60M | $59M | $58M | $52M | $49M | $46M | $41M |
قائمة الدخل 9
| المقياس | اتجاه | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $293M | $281M | · | $250M | $236M | $167M | · | $67M | $24M | |
| Interest Income | $867M | $887M | $879M | $851M | $738M | $555M | $558M | $538M | $520M | $497M | $472M | $461M | $409M | $367M | $300M | $249M | |
| Pretax Income | $331M | $270M | $237M | $275M | $93M | $145M | $136M | $127M | $134M | $81M | $119M | $110M | $112M | $124M | $109M | $174M | |
| Income Tax | $70M | $55M | $48M | $58M | $12M | $25M | $26M | $26M | $24M | $10M | $23M | $20M | $19M | $24M | $21M | $36M | |
| Net Income | $261M | $215M | $188M | $217M | $81M | $120M | $110M | $101M | $110M | $71M | $97M | $90M | $92M | $100M | $88M | $138M | |
| EPS (Basic) | $3.36 | $2.91 | $2.38 | $2.84 | $1.22 | $2.45 | $2.25 | $2.08 | $2.27 | $1.46 | $1.99 | $1.86 | $1.91 | $2.07 | $1.82 | $2.85 | |
| EPS (Diluted) | $3.35 | $2.90 | $2.36 | $2.82 | $1.21 | $2.44 | $2.23 | $2.07 | $2.25 | $1.45 | $1.98 | $1.85 | $1.90 | $2.05 | $1.81 | $2.83 | |
| Shares (Basic) | 76,032,620 | -143,671,205 | 75,943,943 | 75,923,082 | 65,063,262 | -97,435,409 | 48,775,072 | 48,744,636 | 48,663,515 | -96,971,426 | 48,525,776 | 48,514,277 | 48,435,016 | -96,713,273 | 48,300,129 | 48,347,226 | |
| Shares (Diluted) | 76,399,233 | -144,434,031 | 76,366,818 | 76,241,798 | 65,496,058 | -97,916,669 | 49,078,497 | 48,974,265 | 48,920,863 | -97,413,851 | 48,762,696 | 48,668,413 | 48,746,562 | -97,407,546 | 48,648,804 | 48,673,964 |
الميزانية العمومية 17
| المقياس | اتجاه | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6.26B | $7.77B | $8.84B | $11.00B | $10.61B | $8.45B | $7.28B | $5.02B | $6.94B | · | $3.93B | $3.74B | $3.52B | · | $2.01B | $2.12B | |
| PP&E (Net) | $391M | $398M | $399M | $395M | $391M | $222M | $222M | $227M | $232M | · | $249M | $255M | $261M | · | $261M | $258M | |
| PP&E (Gross) | · | $1.13B | · | · | · | $913M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.84B | $1.84B | $1.84B | $1.81B | $1.80B | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $182M | $182M | |
| Intangibles | $463M | $487M | $511M | $532M | $557M | $64M | $66M | $67M | $69M | · | $73M | $75M | $76M | · | $13M | $14M | |
| Total Assets | $72.67B | $73.09B | $71.88B | $71.76B | $69.35B | $50.41B | $47.50B | $44.47B | $45.34B | · | $41.46B | $41.24B | $40.61B | · | $37.58B | $37.51B | |
| Short-term Debt | · | · | · | · | · | · | $1.05B | $1.30B | $1.80B | · | $2.30B | $1.80B | $2.80B | · | · | · | |
| Total Liabilities | $64.85B | $65.40B | $64.44B | $64.47B | $62.60B | $46.94B | $43.96B | $41.24B | $42.19B | · | $38.66B | $38.41B | $37.79B | · | $35.06B | $34.86B | |
| Long-term Debt | $477M | $474M | $471M | $657M | $654M | $385M | $385M | $384M | $384M | · | $383M | $382M | $382M | · | $382M | $273M | |
| Total Debt | · | · | · | · | · | · | $1.05B | $1.30B | $1.80B | · | $2.30B | $1.80B | $2.80B | · | · | · | |
| Common Stock | $79M | $79M | $79M | $79M | $79M | $55M | $55M | $55M | $55M | · | $55M | $55M | $55M | · | $55M | $55M | |
| Retained Earnings | $3.96B | $3.74B | $3.56B | $3.41B | $3.22B | $3.17B | $3.07B | $2.98B | $2.90B | · | $2.76B | $2.68B | $2.61B | · | $2.45B | $2.38B | |
| Treasury Stock | $180M | $165M | $165M | $166M | $167M | $336M | $337M | $339M | $339M | · | $344M | $344M | $344M | · | $347M | $347M | |
| AOCI | $-331M | $-262M | $-325M | $-442M | $-493M | $-573M | $-396M | $-606M | $-595M | · | $-792M | $-686M | $-627M | · | $-759M | $-565M | |
| Stockholders' Equity | $7.83B | $7.69B | $7.44B | $7.29B | $6.75B | $3.47B | $3.54B | $3.23B | $3.15B | $3.10B | $2.81B | $2.83B | $2.81B | $2.67B | $2.52B | $2.64B | |
| Liabilities + Equity | $72.67B | $73.09B | $71.88B | $71.76B | $69.35B | $50.41B | $47.50B | $44.47B | $45.34B | · | $41.46B | $41.24B | $40.61B | · | $37.58B | $37.51B | |
| Shares Outstanding | 75,977,250 | 75,960,675 | 75,953,713 | 75,927,002 | 75,917,456 | 48,814,177 | 48,797,672 | 48,745,090 | 48,743,348 | · | 48,529,097 | 48,517,750 | 48,507,116 | · | 48,309,638 | 48,305,286 |
التدفق النقدي 18
| المقياس | اتجاه | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $35M | $37M | $37M | $38M | $29M | $13M | $13M | $13M | $14M | $14M | $15M | $15M | $15M | $14M | $14M | $13M | |
| Stock-based Comp | $13M | $9M | $8M | $8M | $13M | $7M | $5M | $6M | $5M | $6M | $4M | $4M | $5M | $5M | $5M | $6M | |
| Deferred Tax | $21M | $58M | $1M | $7M | $17M | $-9M | $55.0K | $-4M | $-3M | $-9M | $-788.0K | $-7M | $-4M | $24.0K | $-7M | $2M | |
| Amort. of Intangibles | $23M | $25M | $25M | $25M | $17M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | |
| Operating Cash Flow | $361M | $106M | $272M | $285M | $363M | $-67M | $124M | $112M | $56M | $85M | $232M | $154M | $2M | $144M | $219M | $210M | |
| CapEx | $5M | $11M | $14M | $15M | $9M | $10M | $2M | $3M | $2M | $-28.0K | $6M | $8M | $9M | $17M | $17M | $8M | |
| Investing Cash Flow | $-1.35B | $-2.14B | $-2.14B | $-2.00B | $663M | $-1.72B | $-588M | $-1.11B | $158M | $-689M | $-145M | $-398M | $-42M | $-937M | $-389M | $-1.71B | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Net Debt Issued | · | · | · | · | $-11M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | $0 | $0 | $0 | $235M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $33M | $79.0K | $2M | $290.0K | $15M | $0 | $201.0K | $0 | $8M | $271.0K | $194.0K | $0 | $8M | $191.0K | $0 | $9M | |
| Net Stock Activity | $-33M | · | · | · | $220M | · | · | · | $-8M | · | · | · | $-8M | · | · | · | |
| Dividends Paid | $40M | $41M | $33M | $32M | $30M | $20M | $19M | $20M | $19M | $19M | $18M | $18M | $18M | $18M | $18M | $18M | |
| Financing Cash Flow | $-522M | $967M | $-284M | $2.10B | $1.14B | $2.96B | $2.73B | $-925M | $1.20B | $2.21B | $100M | $460M | $2.01B | $340M | $64M | $-3.07B | |
| Net Change in Cash | $-1.51B | $-1.07B | $-2.15B | $386M | $2.16B | $1.17B | $2.26B | $-1.93B | $1.41B | $1.60B | $188M | $216M | $1.97B | $-453M | $-106M | $-4.57B | |
| Taxes Paid | $-1M | $10M | $33M | $19M | $2M | $854.0K | $20M | $55M | $1M | $12M | $18M | $48M | $2M | $22M | $25M | $54M | |
| Free Cash Flow | $357M | · | · | · | $354M | · | · | · | $54M | · | · | · | $-8M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-177M | · | · | · | $-146M | · | · | · |
الربحية 4
| المقياس | اتجاه | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 35.4% | · | 27.8% | 31.5% | 14.4% | · | 27.0% | 26.0% | 27.7% | · | 27.2% | 24.8% | 24.9% | · | 24.3% | 34.3% | |
| Pretax Margin | 44.8% | · | 34.9% | 39.9% | 16.5% | · | 33.4% | 32.5% | 33.6% | · | 33.5% | 30.2% | 30.0% | · | 30.0% | 43.3% | |
| ROA | 0.37% | · | 0.32% | 0.37% | 0.14% | · | 0.25% | 0.24% | 0.26% | · | 0.24% | 0.23% | 0.23% | · | 0.23% | 0.37% | |
| ROE | 3.6% | · | 3.4% | 4.1% | 1.6% | · | 3.5% | 3.4% | 3.7% | · | 3.6% | 3.3% | 3.3% | · | 3.1% | 4.8% |
السيولة والملاءة 1
| المقياس | اتجاه | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | 0.3 | 0.4 | 0.6 | · | 0.8 | 0.6 | 1.0 | · | · | · |
الكفاءة 1
| المقياس | اتجاه | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
التقييم (آخر 12 شهرًا) 14
| المقياس | اتجاه | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.67B | · | $2.34B | $2.05B | $1.76B | · | $1.55B | $1.51B | $1.49B | · | $1.45B | $1.50B | $1.47B | · | $1.42B | $1.39B | |
| Net Income TTM | $748M | · | $597M | $510M | $403M | · | $418M | $398M | $389M | · | $367M | $408M | $424M | · | $426M | $425M | |
| Market Cap | $8.57B | · | $8.99B | $7.98B | $7.68B | · | $5.13B | $4.07B | $4.24B | · | $3.01B | $2.95B | $2.80B | · | $4.07B | $4.16B | |
| Enterprise Value | · | · | · | · | · | · | $-1.10B | $350M | $-903M | · | $1.38B | $1.02B | $2.08B | · | · | · | |
| P/E | 11.6 | · | 13.7 | 12.6 | 13.0 | · | 12.3 | 10.2 | 10.9 | · | 8.2 | 7.3 | 6.6 | · | 9.6 | 9.9 | |
| P/S | 3.2 | · | 3.8 | 3.9 | 4.4 | · | 3.3 | 2.7 | 2.8 | · | 2.1 | 2.0 | 1.9 | · | 2.9 | 3.0 | |
| P/B | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 1.5 | 1.3 | 1.3 | · | 1.1 | 1.0 | 1.0 | · | 1.6 | 1.6 | |
| P / Tangible Book | 1.6 | · | 1.8 | 1.6 | 1.7 | · | 1.6 | 1.4 | 1.5 | · | 1.2 | 1.2 | 1.1 | · | 1.7 | 1.7 | |
| P / Cash Flow | 23.7 | · | · | · | 21.1 | · | · | · | 75.5 | · | · | · | 1650.8 | · | · | · | |
| P / FCF | 24.0 | · | · | · | 21.7 | · | · | · | 78.9 | · | · | · | -362.1 | · | · | · | |
| EV / FCF | · | · | · | · | · | · | · | · | -16.8 | · | · | · | -268.6 | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | -0.7 | 0.2 | -0.6 | · | 1.0 | 0.7 | 1.4 | · | · | · | |
| Earnings Yield | 8.6% | · | 7.3% | 7.9% | 7.7% | · | 8.1% | 9.8% | 9.2% | · | 12.2% | 13.8% | 15.1% | · | 10.4% | 10.1% | |
| Payout Ratio | 15.2% | · | · | · | 37.0% | · | · | · | 17.2% | · | · | · | 19.9% | · | · | · |
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 | $702M | $441M | $350M | $432M | $353M |
| EPS المخفف | $9.29 | $8.99 | $7.18 | $8.86 | $7.24 |
الميزانية العمومية
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| الدين / حقوق الملكية | — | — | 0.6 | — | — |
التدفق النقدي
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| التدفق النقدي الحر | $978M | $201M | $446M | $718M | $500M |
آخر الأخبار أحدث العناوين التي تذكر هذه الشركة
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) 508 مقدمي إقرار · $6.5B 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 |
|---|---|---|---|---|
| 84 (+10 مقابل الربع السابق) | 45 (+20 مقابل الربع السابق) | 171 (+14 مقابل الربع السابق) | 131 (-15 مقابل الربع السابق) | +10.5M |
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 | $601465439 | 4213123 | 9,27% | الأسهم |
| STATE STREET CORP | $591787841 | 4133285 | 9,12% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $446887053 | 3130338 | 6,89% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $406448998 | 2847080 | 6,26% | الأسهم |
| FMR LLC | $245470241 | 1719461 | 3,78% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $243576870 | 1705862 | 3,75% | الأسهم |
| WELLINGTON MANAGEMENT GROUP LLP | $235228364 | 1647719 | 3,63% | الأسهم |
| NEUBERGER BERMAN GROUP LLC | $221413192 | 1550947 | 3,41% | الأسهم |
| EARNEST PARTNERS LLC | $177369307 | 1242430 | 2,73% | الأسهم |
| AMERICAN CENTURY COMPANIES INC | $149315726 | 1045921 | 2,30% | الأسهم |
| ALLIANCEBERNSTEIN L.P. | $146695238 | 1300605 | 2,26% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $137704868 | 964590 | 2,12% | الأسهم |
| CITADEL ADVISORS LLC | $134074339 | 939159 | 2,07% | الأسهم |
| FIRST TRUST ADVISORS LP | $130623973 | 914990 | 2,01% | الأسهم |
| VICTORY CAPITAL MANAGEMENT INC | $128543673 | 900418 | 1,98% | الأسهم |
| UMB Bank, n.a. | $104810395 | 734172 | 1,62% | الأسهم |
| NORGES BANK | $100691769 | 705322 | 1,55% | الأسهم |
| Clearbridge Investments, LLC | $99878389 | 699624 | 1,54% | الأسهم |
| PRINCIPAL FINANCIAL GROUP INC | $98924972 | 692946 | 1,52% | الأسهم |
| Global Alpha Capital Management Ltd. | $98550797 | 690325 | 1,52% | الأسهم |
| JOHNSON INVESTMENT COUNSEL INC | $71484549 | 500732 | 1,10% | الأسهم |
| GOLDMAN SACHS GROUP INC | $70234494 | 491976 | 1,08% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $67901510 | 475634 | 1,05% | الأسهم |
| CAPTRUST FINANCIAL ADVISORS | $61150810 | 428347 | 0,94% | الأسهم |
| Junto Capital Management LP | $58923762 | 412747 | 0,91% | الأسهم |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $58645380 | 410797 | 0,90% | الأسهم |
| CONGRESS ASSET MANAGEMENT CO | $56625272 | 396647 | 0,87% | الأسهم |
| VANGUARD GROUP INC | $52237823 | 454084 | 0,81% | الأسهم |
| EMERALD ADVISERS, LLC | $49350233 | 345687 | 0,76% | الأسهم |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $46941772 | 328816 | 0,72% | الأسهم |
| NFJ INVESTMENT GROUP, LLC | $44205920 | 309652 | 0,68% | الأسهم |
| Azora Capital LP | $39240584 | 274871 | 0,60% | الأسهم |
| Holocene Advisors, LP | $37463507 | 262423 | 0,58% | الأسهم |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36291020 | 254210 | 0,56% | الأسهم |
| Fisher Asset Management, LLC | $34712664 | 243154 | 0,54% | الأسهم |
| EMERALD MUTUAL FUND ADVISERS TRUST | $33647961 | 235696 | 0,52% | الأسهم |
| RHUMBLINE ADVISERS | $33463632 | 234405 | 0,52% | الأسهم |
| ProShare Advisors LLC | $32243773 | 225860 | 0,50% | الأسهم |
| Stieven Capital Advisors, L.P. | $29132319 | 204065 | 0,45% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $28797678 | 201721 | 0,44% | الأسهم |
| NEW YORK STATE COMMON RETIREMENT FUND | $28004230 | 196163 | 0,43% | الأسهم |
| Nuveen, LLC | $27014047 | 189227 | 0,42% | الأسهم |
| Qube Research & Technologies Ltd | $26464849 | 185380 | 0,41% | الأسهم |
| Aristotle Capital Boston, LLC | $25886538 | 181329 | 0,40% | الأسهم |
| WCM INVESTMENT MANAGEMENT, LLC | $25865348 | 182176 | 0,40% | الأسهم |
| BlackRock, Inc. | $24448364 | 171255 | 0,38% | الأسهم |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $24332014 | 170440 | 0,38% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $22888139 | 160326 | 0,35% | الأسهم |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $20808269 | 145757 | 0,32% | الأسهم |
| Swiss National Bank | $20717331 | 145120 | 0,32% | الأسهم |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20594129 | 144257 | 0,32% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $20050442 | 140449 | 0,31% | الأسهم |
| California Public Employees Retirement System | $18985652 | 132990 | 0,29% | الأسهم |
| Gator Capital Management, LLC | $18480282 | 129450 | 0,28% | الأسهم |
| FJ Capital Management LLC | $18199901 | 127486 | 0,28% | الأسهم |
| STATE OF WISCONSIN INVESTMENT BOARD | $16806564 | 117726 | 0,26% | الأسهم |
| Interval Partners, LP | $16539460 | 115855 | 0,25% | الأسهم |
| STRS OHIO | $16517332 | 115700 | 0,25% | الأسهم |
| Boston Trust Walden Corp | $15856639 | 111072 | 0,24% | الأسهم |
| KENNEDY CAPITAL MANAGEMENT LLC | $15856496 | 111071 | 0,24% | الأسهم |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15098583 | 105762 | 0,23% | الأسهم |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $13098230 | 91750 | 0,20% | الأسهم |
| THIRD AVENUE MANAGEMENT LLC | $11170256 | 78245 | 0,17% | الأسهم |
| MetLife Investment Management, LLC | $10874172 | 76171 | 0,17% | الأسهم |
| MILLENNIUM MANAGEMENT LLC | $10826918 | 75840 | 0,17% | الأسهم |
| Retirement Systems of Alabama | $10545253 | 73867 | 0,16% | الأسهم |
| SummitTX Capital, L.P. | $10422622 | 73008 | 0,16% | الأسهم |
| AMERIPRISE FINANCIAL INC | $10075552 | 70564 | 0,16% | الأسهم |
| VANGUARD ASSET MANAGEMENT, Ltd | $10032031 | 70272 | 0,15% | الأسهم |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9832807 | 87178 | 0,15% | الأسهم |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9811895 | 68730 | 0,15% | الأسهم |
| Vest Financial, LLC | $8688802 | 60863 | 0,13% | الأسهم |
| TWO SIGMA INVESTMENTS, LP | $7770855 | 54433 | 0,12% | الأسهم |
| Karl Kapital LLC | $7426232 | 52019 | 0,11% | الأسهم |
| Swedbank AB | $7423520 | 52000 | 0,11% | الأسهم |
| BROWN ADVISORY INC | $7402820 | 51855 | 0,11% | الأسهم |
| NICOLET BANKSHARES INC | $7360277 | 51557 | 0,11% | الأسهم |
| Hillsdale Investment Management Inc. | $7289326 | 51060 | 0,11% | الأسهم |
| Freestone Grove Partners LP | $7160842 | 50160 | 0,11% | الأسهم |
| BARCLAYS PLC | $6961119 | 48761 | 0,11% | الأسهم |
| Horizon Investments, LLC | $6881032 | 48200 | 0,11% | الأسهم |
| PALISADE CAPITAL MANAGEMENT, LP | $6797375 | 47614 | 0,10% | الأسهم |
| Midwest Trust Co | $6721284 | 47081 | 0,10% | الأسهم |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6619924 | 46371 | 0,10% | الأسهم |
| LPL Financial LLC | $6619556 | 46368 | 0,10% | الأسهم |
| JONES FINANCIAL COMPANIES LLLP | $6523563 | 45018 | 0,10% | الأسهم |
| OSAIC HOLDINGS, INC. | $6371231 | 44629 | 0,10% | الأسهم |
| Channing Capital Management, LLC | $6285295 | 44027 | 0,10% | الأسهم |
| B. Metzler seel. Sohn & Co. AG | $6264594 | 43882 | 0,10% | الأسهم |
| Petiole USA ltd | $6084717 | 42622 | 0,09% | الأسهم |
| Ceredex Value Advisors LLC | $6074438 | 42550 | 0,09% | الأسهم |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6070869 | 42525 | 0,09% | الأسهم |
| Legal & General Group Plc | $5964798 | 41782 | 0,09% | الأسهم |
| MidWestOne Financial Group, Inc. | $5931117 | 51557 | 0,09% | الأسهم |
| GHP Investment Advisors, Inc. | $5497358 | 48740 | 0,08% | الأسهم |
| PRUDENTIAL PLC | $5444724 | 38139 | 0,08% | الأسهم |
| Vanguard Global Advisers, LLC | $5222589 | 36583 | 0,08% | الأسهم |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $5047000 | 35355 | 0,08% | الأسهم |
| BRANT POINT INVESTMENT MANAGEMENT LLC | $5030149 | 35235 | 0,08% | الأسهم |
| TUDOR INVESTMENT CORP ET AL | $4927076 | 34513 | 0,08% | الأسهم |
المطلعون على الشركة 92 من المطلعين · مسؤولون 53 · مديرون 38
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| J. Mariner Kemper | Chairman and CEO | 11 فبراير، 2026 F | 328710 | 0 | 9 | $-4730174 |
| Andrew J Iseman | CEO of Subsidiary | 14 مارس، 2017 F | 5442 | 0 | 0 | $0 |
| Christian N Hoffman III | President & CEO of affiliate | 22 ديسمبر، 2004 A | 316 | 0 | 0 | $0 |
| Crosby R Kemper III | Chairman & CEO | 21 مايو، 2004 M | 9597 | 0 | 0 | $0 |
| Ram Shankar | Chief Financial Officer | 11 فبراير، 2026 F | 32389 | 0 | 0 | $0 |
| Daniel C Stevens | CFO | 16 ديسمبر، 2003 A | — | 0 | 0 | $0 |
| James D Rine | President | 9 يونيو، 2026 S | 61446 | 0 | 3 | $-1508354 |
| Phillip James Mason | President, Inst. Banking | 11 فبراير، 2026 F | 9694 | 0 | 1 | $-90728 |
| Nikki Farentino Newton | President, Private Wealth Mgmt | 11 فبراير، 2026 F | 13981 | 0 | 1 | $-137917 |
| Elizabeth Theresa Lewis | President - Consumer Banking | 9 فبراير، 2026 F | 4714 | 0 | 0 | $0 |
| Abigail M Wendel | President - Consumer Banking | 13 مارس، 2024 M | 15217 | 0 | 0 | $0 |
| Martin Dominic Karaba | President, Commercial Banking | 13 فبراير، 2023 F | 8284 | 0 | 0 | $0 |
| Michael D Hagedorn | President of Subsidiary | 3 أكتوبر، 2018 S | 50251 | 0 | 0 | $0 |
| Anthony J Fischer | President UMB Fund Services | 12 فبراير، 2018 F | 7260 | 0 | 0 | $0 |
| Peter J Desilva | President and COO | 10 يونيو، 2015 M | 111091 | 0 | 0 | $0 |
| Craig L Anderson | President - Commercial Banking | 26 يناير، 2015 F | 17905 | 0 | 0 | $0 |
| James A Sangster | President of Subsidiary | 22 يناير، 2013 F | 35221 | 0 | 0 | $0 |
| Royce M Hammons | President of Oklahoma Region | 11 يناير، 2005 M | 1076 | 0 | 0 | $0 |
| John Zader | EVP and COO of subsidiary | 12 مارس، 2014 M | 13975 | 0 | 0 | $0 |
| Uma Wilson | Executive Vice President | 10 يونيو، 2026 M | 24415 | 0 | 2 | $-157389 |
| Amy Harris | EVP and Chief Legal Officer | 11 فبراير، 2026 F | 7849 | 0 | 1 | $-61010 |
| David Carl Odgers | Chief Accounting Officer | 11 فبراير، 2026 F | 6648 | 0 | 0 | $0 |
| Robert Brian Beaird | Chief Human Resource Officer | 11 فبراير، 2026 F | 10543 | 0 | 0 | $0 |
| Shannon Andresen Johnson | Chief Administrative Officer | 11 فبراير، 2026 F | 34775 | 0 | 1 | $-164833 |
| Thomas S Terry | Chief Credit Officer | 11 فبراير، 2026 F | 36402 | 0 | 0 | $0 |
| Stacy H King | Chief Risk Officer | 31 ديسمبر، 2025 F | 8955 | 0 | 2 | $-178315 |
| John Pauls | EVP & General Counsel | 11 ديسمبر، 2024 G | 6183 | 0 | 0 | $0 |
| James Cornelius | Executive Vice President | 15 فبراير، 2023 S | 6468 | 0 | 0 | $0 |
| Walker J Brian | Chief Accounting Officer | 27 يناير، 2020 F | 3074 | 0 | 0 | $0 |
| Jennifer M Payne | Sr. Vice President | 1 نوفمبر، 2019 M | 9288 | 0 | 0 | $0 |
| Dana H Abraham | Executive Vice President | 13 فبراير، 2019 A | 11268 | 0 | 0 | $0 |
| Jay Benjamin Morris | Executive Vice President | 13 فبراير، 2019 A | 9412 | 0 | 0 | $0 |
| Christian R Swett | EVP/Chief Credit Officer | 12 فبراير، 2018 F | 9356 | 0 | 0 | $0 |
| Scott A Stengel | EVP and General Counsel | 5 فبراير، 2016 A | 7264 | 0 | 0 | $0 |
| David D King | EVP/Chief Risk Officer | 1 ديسمبر، 2015 M | 9646 | 0 | 0 | $0 |
| Christine L Pierson | EVP of Subsidiary | 26 يناير، 2015 F | 9075 | 0 | 0 | $0 |
| Daryl S Hunt | EVP of Subsidiary | 26 يناير، 2015 F | 9686 | 0 | 0 | $0 |
| Lawrence G Smith | Executive Vice President | 26 يناير، 2015 F | 6347 | 0 | 0 | $0 |
| Clyde F Wendel | Vice Chairman of Subsidiary | 17 يناير، 2014 F | 11216 | 0 | 0 | $0 |
| Dennis R Rilinger | EVP and General Counsel | 17 يناير، 2014 F | 14374 | 0 | 0 | $0 |
| Stephen M Kitts | EVP of Subsidiary | 22 يناير، 2013 F | 4684 | 0 | 0 | $0 |
| Douglas F Page | EVP of Subsidiary | 22 يناير، 2013 F | 50895 | 0 | 0 | $0 |
| Bradley J Smith | EVP of Subsidiary | 19 إبريل، 2011 F | 8800 | 0 | 0 | $0 |
| Peter J Genovese | Vice Chairman | 19 إبريل، 2010 F | 24518 | 0 | 0 | $0 |
| James C Thompson JR | EVP of Subsidiary | 21 يناير، 2008 F | 8992 | 0 | 0 | $0 |
| Christopher G Treece | Sr VP and Controller | 13 ديسمبر، 2006 A | — | 0 | 0 | $0 |
| Joseph J Gazzoli | EVP - Subsidiary | 19 إبريل، 2006 A | 2561 | 0 | 0 | $0 |
| Vincent J Ciavardini | Vice Chairman | 19 إبريل، 2006 A | 3298 | 0 | 0 | $0 |
| Mark A Schmidtlein | Vice Chairman - Subsidiary | 28 أكتوبر، 2005 M | 5063 | 0 | 0 | $0 |
| Darren D Herrmann | Sr. Vice President - Treasurer | 22 ديسمبر، 2004 A | — | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
الناشطون والمالكون بنسبة 5%+ 6 حيازات
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 |
|---|---|---|---|---|---|
| J MARINER KEMPER ×2 إيداعات | 23 مارس، 2026 | 4,81% | تعديل | الهيكل الرأسمالي | SEC |
| J. Mariner Kemper ×2 إيداعات | 30 إبريل، 2024 | — | إيداع أولي | — | SEC |
| Robert C. Pohlad, Trustee of the Revocable Trust of Robert C. Pohlad Created U/A dated 8/9/91, as Amended, William M. Pohlad, Trustee of the Revocable Trust of William M. Pohlad Created U/A dated 4/15/02, as Amended, James O. Pohlad, Trustee of the Revocable Trust of James O. Pohlad Created U/A dated 10/10/87, as Amended ×2 إيداعات | 22 ديسمبر، 2016 | — | إيداع أولي | — | SEC |
| IRS Identification Nos. of above persons (entities only) Thomas J. Wood III | 29 أغسطس، 2007 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 23 ديسمبر، 2004 | — | إيداع أولي | — | SEC |
| شخص مُبلِّغ لم يُكشف عنه | 17 يونيو، 2004 | — | 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 100 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 |
|---|---|---|---|---|
| NBSM · Neuberger Berman ETF Trust | 1,99% | 34218 NS | 31 مايو، 2026 | N-PORT |
| REGL · ProShares Trust | 1,68% | 214143 NS | 31 مايو، 2026 | N-PORT |
| IAT · iShares Trust | 1,63% | 76107 SH | 8 أغسطس، 2026 | يومي |
| EPSV · Harbor ETF Trust | 1,38% | 544 NS | 30 إبريل، 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 1,21% | 42251 SH | 8 أغسطس، 2026 | يومي |
| DPST · Direxion Shares ETF Trust | 1,05% | 41272 NS | 30 إبريل، 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,95% | 6264 NS | 30 إبريل، 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,89% | 59010 NS | 30 إبريل، 2026 | N-PORT |
| IWN · iShares Trust | 0,63% | 633834 SH | 8 أغسطس، 2026 | يومي |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,62% | 59158 SH | 8 أغسطس، 2026 | يومي |
| PGF · Invesco Exchange-Traded Fund Trust | 0,62% | 156763 | 8 أغسطس، 2026 | يومي |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,59% | 61319 SH | 8 أغسطس، 2026 | يومي |
| IJJ · iShares Trust | 0,59% | 363886 SH | 8 أغسطس، 2026 | يومي |
| DFSV · Dimensional ETF Trust | 0,38% | 225533 NS | 30 إبريل، 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,38% | 341 NS | 30 إبريل، 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,38% | 96 NS | 29 مايو، 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,36% | 7091 SH | 8 أغسطس، 2026 | يومي |
| IWM · iShares Trust | 0,34% | 1897424 SH | 8 أغسطس، 2026 | يومي |
| XJH · iShares Trust | 0,33% | 9664 SH | 8 أغسطس، 2026 | يومي |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,32% | 424997 SH | 8 أغسطس، 2026 | يومي |
| ISCV · iShares Trust | 0,31% | 15196 SH | 8 أغسطس، 2026 | يومي |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,31% | 5382 NS | 30 إبريل، 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,31% | 9441 SH | 8 أغسطس، 2026 | يومي |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,30% | 435333 | 8 أغسطس، 2026 | يومي |
| DFAT · Dimensional ETF Trust | 0,29% | 309815 NS | 30 إبريل، 2026 | N-PORT |
| IJH · iShares Trust | 0,29% | 2464144 SH | 8 أغسطس، 2026 | يومي |
| FSCC · Federated Hermes ETF Trust | 0,28% | 6004 NS | 31 مايو، 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,28% | 55896 SH | 8 أغسطس، 2026 | يومي |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,28% | 115446 SH | 8 أغسطس، 2026 | يومي |
| RSSL · Global X Funds | 0,28% | 31509 NS | 30 إبريل، 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,28% | 15845 NS | 31 مايو، 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,27% | 4483 NS | 31 مايو، 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,26% | 8192 NS | 30 إبريل، 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,25% | 12099 NS | 30 إبريل، 2026 | N-PORT |
| ITWO · ProShares Trust | 0,24% | 3421 NS | 31 مايو، 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,23% | 24142 NS | 30 إبريل، 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,22% | 16582 NS | 31 مايو، 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,21% | 995423 SH | 8 أغسطس، 2026 | يومي |
| MVV · ProShares Trust | 0,20% | 2468 NS | 31 مايو، 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 37496 NS | 30 إبريل، 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,20% | 343491 NS | 31 مايو، 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,19% | 216212 NS | 30 إبريل، 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,19% | 17303 SH | 8 أغسطس، 2026 | يومي |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 29071 NS | 30 إبريل، 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,18% | 1182 NS | 30 إبريل، 2026 | N-PORT |
| ESML · iShares Trust | 0,18% | 35168 SH | 8 أغسطس، 2026 | يومي |
| SCHM · SCHWAB STRATEGIC TRUST | 0,17% | 192955 NS | 31 مايو، 2026 | N-PORT |
| ISCB · iShares Trust | 0,16% | 3090 SH | 8 أغسطس، 2026 | يومي |
| PFF · iShares Trust | 0,15% | 751998 SH | 8 أغسطس، 2026 | يومي |
| VFVA · VANGUARD WELLINGTON FUND | 0,15% | 9146 SH | 8 أغسطس، 2026 | يومي |