شاراتك نطاق 52 أسبوعًا $30–$48 88% of range تقييم المحللين · السعر المستهدف · P/E · ROE · هامش صافي الربح 2.3%

VLGEA 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

03
السعر $46.00
الإيرادات $2.32B
D/E الدين/حقوق الملكية (الربع الأخير) 0.1
نطاق 52 أسبوعًا $30–$48

VLGEA مخطط سعر السهم OHLCV يومي مع مؤشرات فنية — تحريك وتكبير وتخصيص عرضك

04
نطاق
أشرطة

تتكيف دقة الشريط مع الفترة المحددة - مرر مؤشر الفأرة فوق الرسم البياني لرؤية الافتتاح/الأعلى/الأدنى/الإغلاق للشريط.

تجزئة الأسهم 3
تاريخ الاستحقاق تقسيم النوع
23 يناير، 2009 2-for-1 أمامي
27 إبريل، 2007 2-for-1 أمامي
23 مارس، 1987 4-for-1 أمامي

حول Village Super Market, Inc. - Class A Common Stock نظرة عامة على الشركة من ويكيبيديا

05 · wikidata

ShopRite is an American retailers' cooperative of supermarkets with stores in six Northeastern and Mid-Atlantic states: Connecticut, Delaware, Maryland, New Jersey, New York and Pennsylvania.

Based in Keasbey, New Jersey, ShopRite consists of 50 individually owned and operated affiliates with over 300 stores, all under its corporate and distribution arm, Wakefern Food Corporation. Wakefern itself owns and operates 28 of the locations through subsidiary ShopRite Supermarkets. Several Wakefern members own and operate single ShopRite stores, while most own multiple locations. The average Wakefern member operates six stores.

The Saker family owns and operates the most ShopRite stores in the cooperative (40) throughout Monmouth, Ocean, and Mercer counties in New Jersey.

ShopRite has been the largest food retailer in New Jersey for close to 70 years and is also number one in the entire New York metropolitan area. Since 2011, ShopRite is also the largest retailer of food in the Philadelphia metropolitan area, pushing long-dominant Acme Markets to second place and, in 2013, to third place. As of 2011, Wakefern was ranked 17th by sales among all supermarket operators in the United States. In a 2022 survey by Newsweek, ShopRite was named the "Most Trusted Grocery Retailer" in the Northeast.

History

Early beginnings

ShopRite originated in 1946, when a Del Monte Foods sales representative talked to independent grocers in Newark, New Jersey. The grocers were having problems getting reasonable prices for wholesale goods. The Del Monte representative suggested the grocers try cooperative buying. Seven of the grocers agreed, paying $1,000 each to launch Wakefern Food Corp., which was incorporated on December 5, 1946. In 1951, the company had reincorporated in New Jersey using the trademark name ShopRite in an effort to consolidate the marketing of involved stores under one name.

In 1958, ShopRite cut prices by 10% as an alternative to giving away trading stamps, which other supermarkets in New Jersey were doing. The move was successful, drawing customers and helping create more ShopRite stores. By 1961, ShopRite had 70 members, totaling $100 million in annual sales.

The breakaway of Supermarkets General

One large member, Supermarkets General, pulled out of Wakefern in the late 1960s, halving the number of stores. The Supermarkets General stores became Pathmark in 1968. The surviving Wakefern members increased their efforts, adopting the management tenet of "one member, one vote," and actively expanded. By the late 1970s, the volume lost from Supermarkets General's departure was restored.

For many years, ShopRite and Pathmark were extremely competitive on price in the New York Metro area, and each one had its loyal customer base. A highly leveraged management buy-out in the late 1980s left Pathmark saddled with too much debt, and the supermarket chain had no cash to fix up its stores, or invest in lower prices. At the same time, ShopRite stores were being replaced and rebuilt, stealing market share away from Pathmark. On November 23, 2000, Big V Supermarkets, which operated 39 ShopRite stores in New Jersey and New York, filed for Chapter 11 bankruptcy and announced that several ShopRite stores would close.

The Pathmark chain was sold to A&P in 2007. A&P ran Pathmark as a division, but was unsuccessful in turning around the banner's fortunes. A&P filed for bankruptcy and sold or liquidated its stores in 2015, including approximately 150 Pathmark stores. Wakefern and its cooperative members acquired nine Pathmark locations along with several other former A&P banners with the intention of opening ShopRite, Price Rite and The Fresh Grocer locations.

The "Can-Can Sale"

In 1971, ShopRite introduced their Can-Can Sale, where canned goods (and eventually other products) were placed on steep discounts, and is held in January. Until the early 1990s, the sale was held in the second and third weeks of January but expanded to the entire month. Animated commercials for this promotion feature a chorus line of cancan dancers and a French artiste, though the style changed on several occasions over the years. In 2002, ShopRite expanded that sale to twice a year when they introduced the Summer Can-Can Sale, held in July.

In 2018, the Summer Can-Can Sale was discontinued, replaced with the "Can It Get Any Hotter?" sale, which itself was discontinued in 2023.

Price Plus Club and beyond

In 1989, ShopRite introduced the Price Plus Club Card, which eventually merged with the Check Cashing Card (for those that use it for that purpose as well); it is free of charge to acquire. Having a Price Plus Card enables shoppers to receive special weekly discounts, listed in circulars mailed with local newspapers. Most sales are chain-wide regardless of owner but sometimes in a particular region, valid for all area ShopRites, however some stores choose to put special items on sale based on stock. The Price Plus Card also tracks purchases and use of rewards.

In 1996, ShopRite launched its own line (with Dietz & Watson) of deli meats, cheeses and complements with its private label, Black Bear of the Black Forest, to compete against the expansion of Boar's Head in competitor's supermarkets. In 2011, over 15 million pounds of Black Bear slicing meats and cheeses were sold at ShopRite.

Since 1999, ShopRite has offered an online grocery shopping service at select stores, under the service name Order. Pickup. Deliver. (formerly ShopRite from Home until April 2022.) For an additional fee, customers can place an order for pickup or delivery through the ShopRite website or mobile app, ShopRite employees then fulfill a customer's shopping order at a local ShopRite with options for curbside pickup.

Store design

As a result of the cooperative system, there is no set format for building architecture, store layout, or color scheme of storefronts. Most stores are the product of the era in which they were opened, and the owner's style. For example, the former ShopRite in West Caldwell, New Jersey, owned by Sunrise ShopRite, had a Japanese motif inside and outside of the store (including rickshaws, an exit sign reading "Sayonara" and two Japanese-style phone booths). The RoNetco family of stores (Netcong, Byram, Newton, Franklin, Sparta, Flanders, Mansfield, Sussex, and Succasunna, New Jersey) have different looks on the outside (including the shopping carts and cart corrals), although the stores themselves have a similar layout. ShopRite stores that were previously other stores usually contain elements of the previous occupants. As large corporations buy up stores, recent years have brought a homogenization in building design and store layout.

Current system

As of 2024, ShopRite's base stretches northeast from the Washington metropolitan area in Maryland to the Hartford area in Connecticut, extending as far north as Hudson, New York. While New Jersey is home to the most ShopRite stores, the chain also has a strong presence in the New York City suburbs, and in Pennsylvania (mostly in the Philadelphia area). In 2010, ShopRite expanded its presence in Connecticut through the purchase of 11 former Shaw's stores.

In 2011–2013, ShopRite returned to the New York Capital District after exiting the market 23 years earlier. The SRS operating division opened stores in Niskayuna, Albany, Slingerlands, Colonie and North Greenbush. The Albany store opened on April 26, 2012; the Slingerlands store opened on September 30, 2012; and the Colonie store opened on April 7, 2013. The most recent addition was the North Greenbush location, which opened in December 2017. ShopRite currently has gas stations at the Albany and Colonie locations. Plans for additional future store locations had not been announced in late 2010. In 2013, ShopRite was the only unionized supermarket in the area. In October 2023, ShopRite announced that it would be closing all five of its Capital Region, NY stores due to "underperforming sales", marking this the second time they exited the market. All five stores in the region closed on November 18, 2023.

On July 20, 2015, competitor A&P filed for chapter 11 bankruptcy and announced plans to close or sell off all of its stores. ShopRite acquired 13 supermarkets in A&P's bankruptcy auction, including some that had been ShopRite locations before Supermarkets General (later acquired by A&P) broke off from the cooperative.

On January 26, 2021, ShopRite announced that it would close 62 pharmacies in its stores.

Other chains and concepts

Price Rite

Wakefern also manages its wholly owned subsidiary, Price Rite, which is a limited-assortment chain of stores found only in Connecticut, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, New Hampshire, Virginia, and Rhode Island. As of April 2018, there are currently 66 Price Rite stores; 63 of those are owned outright by Wakefern.

Price Rite in New Jersey

The Price Rite stores in New Jersey are operated individually by Wakefern's cooperative members; in 2014, Wakefern announced that the Price Rite banner would be made available to all of those members, so they can open and operate their own outlets. The North Jersey locations, in Garfield and Paterson, are operated by Inserra Supermarkets, while the South Jersey location (in Camden) was operated by the Ravitz Family, but closed in 2021.

Price Rite Warehouse Clubs (defunct)

The Price Rite name was first used in the early 1990s on Wakefern's failed warehouse club concept stores.

ShopRite Garden Center (defunct)

For many years, Foodarama operated a very small ShopRite Garden Center on Route 130 in East Windsor, New Jersey. In 2004, with the construction of a massive Home Depot directly adjacent to the small store, a decision was made to close the store and Foodarama moved its garden center operations into a 55,000-square-foot (5,100 m2) former Frank's Nursery & Crafts store. The store had operated as a Franks location for four years before the company was liquidated, and the large building combined 23,000 sq ft (2,100 m2) of interior selling space with 32,000 sq ft (3,000 m2) of covered outside selling area, for a total of 55,000 sq ft (5,100 m2). The ShopRite Garden Center closed in 2008.

ShopRite Wines & Spirits

ShopRiteDelivers.com

In December 2013, Wakefern launched the ShopRiteDelivers.com website to expand their digital footprint outside of their traditional markets in the Northeast. The website, focused on electronics, bulk-order baby-care, specialty foods, and health and beauty, has been well received, and has shipped orders to customers in all 50 states.

In April 2021, the concept of ShopRiteDelivers was discontinued, with the site now only selling ShopRite and The Fresh Grocer gift cards.

The Fresh Grocer

Wakefern acquired the trademarks of this supermarket chain, which operates primarily in the Philadelphia area when its former owner, Pat Burns, joined the cooperative as its 50th member in August 2013. At the time, the chain had eight stores: five in Philadelphia, one in suburban Upper Darby, one in Wilmington, Delaware, and one in New Brunswick, New Jersey. The Upper Darby store became a ShopRite, and the New Brunswick and Southwest Philadelphia stores have since closed. The Fresh Grocer stores are smaller than modern ShopRite stores and place a greater emphasis on fresh and organic foods, upscale specialty items and extensive prepared-foods offerings than regular ShopRite stores, giving Wakefern and its members a format that can work in smaller urban locations. Wakefern executives were also quoted in the press as saying that as several The Fresh Grocer stores are located near college campuses, the chain would give Wakefern "new insight into the next generation of consumers" and enable it to reach new customers.

Naming rights

ShopRite is the title sponsor for the ShopRite LPGA Classic.

المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗

Wikidata ↗

قطاعRetail صناعةRetail موظفون2160 بلدUS

أداء 10 سنوات اتجاهات الإيرادات وصافي الدخل والهوامش وربحية السهم

06
الإيرادات$2.32B
2016-07-30 → 2025-07-26
التدفق النقدي الحر·
2016-07-30 → 2024-07-27
هامش صافي2.3%
2016-07-30 → 2024-07-27
التقييم والنسب 07–12

التقييم نسب مكرر الربحية (P/E)، مكرر المبيعات (P/S)، مكرر القيمة الدفترية (P/B)، EV/EBITDA — هل السهم مرتفع السعر أم رخيص؟

لا توجد بيانات لهذه المجموعة من النسب بعد

لا توجد بيانات أساسية كافية لحساب مجموعة النسب هذه بعد.

القيمة · ≈ متوسط 5 سنوات · متوسط الصناعة · حكم مقارنة بالمتوسط

التوزيعات العائد، نسبة التوزيع، تاريخ توزيع الأرباح، معدل النمو السنوي المركب لمدة 5 سنوات

13
العائد السنوي≈$1.00مدفوع ربع سنويًا
5Y Div CAGR≈0.00%للسهم، بعد تعديل التقسيم
سلسلة النمو≈1سنوات متتالية من نمو توزيعات الأرباح
تاريخ الاستحقاقالمبلغالعملةالعائد
يوليو 2, 2026$0,25USD≈2.4%
إبريل 2, 2026$0,25USD≈2.3%
ديسمبر 31, 2025$0,25USD≈2.8%
أكتوبر 2, 2025$0,25USD≈2.7%
يوليو 3, 2025$0,25USD≈2.6%
إبريل 3, 2025$0,25USD≈2.7%
يناير 2, 2025$0,25USD≈3.2%
أكتوبر 3, 2024$0,25USD≈3.3%
يوليو 3, 2024$0,25USD≈3.8%
إبريل 3, 2024$0,25USD≈3.6%
يناير 3, 2024$0,25USD≈3.8%
أكتوبر 4, 2023$0,25USD≈4.1%
يوليو 5, 2023$0,25USD≈4.5%
إبريل 5, 2023$0,25USD≈4.5%
يناير 4, 2023$0,25USD≈4.3%
أكتوبر 5, 2022$0,25USD≈5.1%
يوليو 6, 2022$0,25USD≈4.4%
إبريل 6, 2022$0,25USD≈4.1%
يناير 5, 2022$0,25USD≈4.3%
أكتوبر 6, 2021$0,25USD≈4.6%

سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي

14
التقرير القادم أكتوبر 13, 2026
الفترةتقريرEPS ActualEPS المتوقعالمفاجأة
31 مارس، 2025 $0.86 — —
31 ديسمبر، 2024 $1.14 — —
30 سبتمبر، 2024 $0.64 — —

الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي

15
قائمة الدخل 11
المقياس اتجاه 202520242023202220212020201920182017201620152014
Revenue $2.32B$2.24B$2.17B$2.06B$2.03B$1.80B$1.64B$1.62B$1.60B$1.63B$1.58B$1.52B
Cost of Revenue $1.66B$1.59B$1.55B$1.48B$1.47B$1.30B$1.19B$1.17B$1.17B$1.19B$1.15B$1.11B
Gross Profit $663M$642M$616M$580M$565M$506M$457M$443M$437M$445M$433M$408M
SG&A Expense $555M$544M$517M$508M$499M$445M$395M$385M$371M$377M$366M$356M
Operating Income $72M$62M$66M$39M$29M$30M$35M$33M$41M$44M$44M$30M
Interest Expense $4M$4M$4M$4M$4M$3M$4M$4M$4M$4M$5M$4M
Interest Income $14M$15M$11M$4M$4M$4M$5M$4M$3M$3M$2M$3M
Pretax Income $82M$73M$73M$39M$29M$32M$36M$33M$39M$42M$41M$29M
Income Tax $25M$22M$23M$12M$9M$7M$10M$8M$16M$17M$11M$24M
Net Income $56M$50M$50M$27M$20M$25M$26M$25M$23M$25M$31M$5M
EBITDA ·$98M$101M$74M$65M$62M·$58M$65M$68M$67M$8M
الميزانية العمومية 21
المقياس اتجاه 202520242023202220212020201920182017201620152014
Cash & Equivalents $111M$117M$141M$135M$116M$112M$101M$96M$87M$88M$59M$77M
Inventory $51M$47M$45M$44M$43M$42M$39M$39M$42M$42M$46M$45M
Other Current Assets $19M$17M$17M$17M$20M$19M$17M$19M$16M$16M$14M$16M
Current Assets $205M$200M$247M$238M$196M$197M$169M$191M$181M$160M$136M$163M
PP&E (Net) $323M$303M$277M$265M$256M$270M$225M$215M$204M$201M$207M$207M
PP&E (Gross) ·····$631M$565M$529M$494M$467M$450M$435M
Accum. Depreciation $487M$469M$445M$412M$379M$350M······
Goodwill $24M$24M$24M$24M$24M$24M$13M$12M$12M$12M$12M$12M
Total Assets $1.00B$982M$968M$924M$889M$916M$502M$482M$455M$450M$432M$457M
Accounts Payable $33M$28M$31M$24M$25M$30M$24M$19M$17M$17M$19M$18M
Current Liabilities $181M$174M$179M$158M$152M$163M$112M$102M$96M$99M$94M$146M
Capital Leases $241M$256M$267M$284M$278M$298M$41M$42M$43M$43M$44M$44M
Deferred Tax ·····$17M$5M$6M$7M$1M$0·
Total Liabilities $512M···········
Long-term Debt $58M$72M$82M$74M$74M$81M$6M$48M$43M$44M$44M$45M
Total Debt ·$9M$9M$7M$7M$81M······
Retained Earnings $424M$381M$343M$307M$293M$286M$271M$258M$244M$234M$222M$204M
AOCI $4M$7M$8M$6M$-9M$-9M$-8M$-8M$-7M$-13M$-17M$-12M
Stockholders' Equity $492M$448M$410M$372M$341M$332M$319M$303M$287M$272M$253M$233M
Liabilities + Equity $1.00B$982M$968M$924M$889M$916M$502M$482M$455M$450M$432M$457M
Shares Outstanding ·4,204,0004,204,0004,294,000········
التدفق النقدي 14
المقياس اتجاه 202520242023202220212020201920182017201620152014
D&A $37M$35M$36M$35M$36M$32M$27M$25M$24M$24M$23M$22M
Stock-based Comp $3M$4M$3M$2M$3M$3M$3M$4M$3M$3M$3M$3M
Deferred Tax $4M$-170.0K$-2M$-5M$-3M$11M$-2M$-1M$2M$-70.0K$15M$-8M
Other Non-cash ·$-9M$18M$21M$-3M$13M·$6M$-7M$12M$-54M$65M
Operating Cash Flow $93M$81M$105M$80M$53M$84M$56M$59M$46M$64M$17M$52M
CapEx $59M$63M$46M$43M$25M$54M$28M$35M$28M$20M$24M$50M
Investing Cash Flow $-76M$-78M$-88M$-46M$-26M$-130M$-36M$-43M$-30M$-20M$-24M$-68M
Stock Repurchased $0$2M$4M$649.0K$0$4M$1M$632.0K$4M$978.0K$0$3M
Net Stock Activity ·$-2M$-4M$-649.0K$0$-4M·$-632.0K$-4M$-978.0K$0·
Dividends Paid $13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$12M
Financing Cash Flow $-24M$-26M$-10M$-15M$-22M$56M$-14M$-8M$-17M$-14M$-11M$-16M
Net Change in Cash $-7M$-24M$6M$19M$5M$11M$5M$9M$-944.0K$29M$-18M$-32M
Free Cash Flow ·$18M$58M$36M$27M$29M·$23M$18M$44M$-6M$2M
Levered FCF ·$15M$55M$34M$25M$27M·$20M$16M$41M$-9M$1M
الربحية 8
المقياس اتجاه 202520242023202220212020201920182017201620152014
Gross Margin ·28.7%28.4%28.1%27.8%28.1%·27.2%27.2%27.2%27.4%26.9%
Operating Margin ·2.8%3.0%1.9%1.4%1.7%·2.1%2.5%2.7%2.8%2.0%
Net Margin ·2.3%2.3%1.3%0.98%1.4%·1.6%1.4%1.5%1.9%0.33%
Pretax Margin ·3.2%3.4%1.9%1.4%1.8%·2.0%2.4%2.6%2.6%1.9%
EBITDA Margin ·4.4%4.7%3.6%3.2%3.4%·3.6%4.1%4.2%4.2%0.50%
ROA ·5.2%5.2%3.0%2.2%3.5%·5.3%5.1%5.7%6.9%1.1%
ROE ·11.4%12.3%7.3%5.9%7.6%·8.3%8.2%9.6%12.6%2.1%
ROIC ·9.4%10.7%7.0%5.8%5.8%·8.4%8.3%9.7%12.7%2.2%
السيولة والملاءة 5
المقياس اتجاه 202520242023202220212020201920182017201620152014
Current Ratio ·1.11.41.51.31.2·1.91.91.61.41.1
Quick Ratio ·0.70.80.90.80.7·0.90.90.90.60.5
Debt / Equity ·0.00.00.00.00.2······
LT Debt / Equity ·····0.2······
Interest Coverage ·15.015.510.07.411.6·7.59.19.99.68.3
الكفاءة 2
المقياس اتجاه 202520242023202220212020201920182017201620152014
Asset Turnover ·2.32.32.32.32.5·3.43.53.73.63.4
Inventory Turnover ·34.935.034.134.632.2·28.927.927.125.425.8
معدلات النمو 7
المقياس اتجاه 202520242023202220212020201920182017201620152014
Revenue YoY 3.8%3.2%5.1%1.5%12.5%·······
Revenue CAGR 3Y 4.0%3.3%6.3%·········
Revenue CAGR 5Y 5.2%···········
Net Income YoY 11.7%1.5%85.3%34.2%-19.8%·······
Net Income CAGR 3Y 28.1%36.1%25.9%·········
Net Income CAGR 5Y 17.7%···········
Dividends Paid CAGR 5Y 0.52%···········
التقييم (آخر 12 شهرًا) 4
المقياس اتجاه 202520242023202220212020201920182017201620152014
Revenue TTM $2.32B$2.24B$2.17B$2.06B$2.03B$1.80B$1.64B$1.62B$1.60B$1.63B$1.58B$1.52B
Net Income TTM $56M$50M$50M$27M$20M$25M$26M$25M$23M$25M$31M$5M
Payout Ratio ·26.4%26.5%48.6%65.3%52.0%·51.3%55.8%50.4%41.1%246.4%
Annual Payout $13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$12M

أحدث فترة على اليسار · القيم الفارغة معروضة كـ ·

القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات

16
المقياس 2025-07-262024-07-272023-07-292022-07-302021-07-31
الإيرادات $2.32B $2.24B $2.17B $2.06B $2.03B
هامش الربح الإجمالي % · 28.7% 28.4% 28.1% 27.8%
هامش الربح التشغيلي % · 2.8% 3.0% 1.9% 1.4%
صافي الدخل $56M $50M $50M $27M $20M

الملاك المؤسسيون (13F) 159 مقدمي إقرار · $322.7M إجمالي · حتى تاريخ 30 يونيو، 2026

17

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.

حائزون 159
القيمة المحتفظ بها $322.7M
مراكز جديدة 17
المراكز الخارجة 9
النشاط المؤسسي — Q2 2026 مقابل الربع السابق
مراكز جديدة المراكز الخارجة زيادة انخفض صافي التغير في الأسهم
17 (-11 مقابل الربع السابق) 9 (0 مقابل الربع السابق) 60 (+9 مقابل الربع السابق) 39 (+2 مقابل الربع السابق) +191K

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
BlackRock, Inc. $32910312 780235 10,20% الأسهم
DIMENSIONAL FUND ADVISORS LP $31333706 742855 9,71% الأسهم
VANGUARD GROUP INC $21901435 618772 6,79% الأسهم
AMERICAN CENTURY COMPANIES INC $21684570 514096 6,72% الأسهم
RENAISSANCE TECHNOLOGIES LLC $18575397 440384 5,76% الأسهم
VANGUARD CAPITAL MANAGEMENT LLC $17024270 403610 5,28% الأسهم
MONEY CONCEPTS CAPITAL CORP $16857368 399653 5,22% الأسهم
SYSTEMATIC FINANCIAL MANAGEMENT LP $16724814 396509 5,18% الأسهم
GEODE CAPITAL MANAGEMENT, LLC $10551667 250092 3,27% الأسهم
STATE STREET CORP $9235227 218948 2,86% الأسهم
GAMCO INVESTORS, INC. ET AL $7908750 187500 2,45% الأسهم
Bulldog Investors, LLP $7192323 170515 2,23% الأسهم
VANGUARD PORTFOLIO MANAGEMENT LLC $7064391 167482 2,19% الأسهم
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6601465 156507 2,05% الأسهم
ROYCE & ASSOCIATES LP $6075396 144035 1,88% الأسهم
Allspring Global Investments Holdings, LLC $4864403 114054 1,51% الأسهم
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4673671 110803 1,45% الأسهم
Bank of New York Mellon Corp $4372662 103667 1,36% الأسهم
MORGAN STANLEY $3856952 91440 1,20% الأسهم
Empowered Funds, LLC $3807040 90257 1,18% الأسهم
NORTHERN TRUST CORP $3600526 85361 1,12% الأسهم
AQR CAPITAL MANAGEMENT LLC $3166874 75080 0,98% الأسهم
GOLDMAN SACHS GROUP INC $3014267 71462 0,93% الأسهم
Creative Planning $2908184 68947 0,90% الأسهم
VANGUARD FIDUCIARY TRUST CO $2595504 61534 0,80% الأسهم
GABELLI FUNDS LLC $2461414 58355 0,76% الأسهم
AEGIS FINANCIAL CORP $2350818 55733 0,73% الأسهم
Man Group plc $2263379 53660 0,70% الأسهم
TWO SIGMA INVESTMENTS, LP $2246254 53254 0,70% الأسهم
JPMORGAN CHASE & CO $2184662 51757 0,68% الأسهم
LAZARD ASSET MANAGEMENT LLC $2178049 51637 0,67% الأسهم
North Star Investment Management Corp. $2109000 50000 0,65% الأسهم
FMR LLC $2030230 48133 0,63% الأسهم
PRUDENTIAL FINANCIAL INC $1820953 43171 0,56% الأسهم
UBS Group AG $1665435 39484 0,52% الأسهم
Orion Porfolio Solutions, LLC $1338392 31730 0,41% الأسهم
Orion Portfolio Solutions, LLC $1316532 34636 0,41% الأسهم
FIRST TRUST ADVISORS LP $1310490 31069 0,41% الأسهم
FRANKLIN RESOURCES INC $1282778 30412 0,40% الأسهم
Uncommon Cents Investing LLC $1277421 30285 0,40% الأسهم
Value Investment Professionals, LLC $1132349 26846 0,35% الأسهم
Connor, Clark & Lunn Investment Management Ltd. $1121608 26591 0,35% الأسهم
MARTINGALE ASSET MANAGEMENT L P $1021980 24229 0,32% الأسهم
Brandywine Global Investment Management, LLC $1012545 28607 0,31% الأسهم
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $953521 22606 0,30% الأسهم
BNP PARIBAS FINANCIAL MARKETS $896156 21246 0,28% الأسهم
LOS ANGELES CAPITAL MANAGEMENT LLC $877639 20807 0,27% الأسهم
STATE OF WISCONSIN INVESTMENT BOARD $758439 17981 0,24% الأسهم
Nuveen, LLC $751015 17805 0,23% الأسهم
Fort Point Capital Partners LLC $750489 17782 0,23% الأسهم

عرض جميع الملاك المؤسسيين البالغ عددهم 159 →

الناشطون والمالكون بنسبة 5%+ 16 حيازة

18

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
شخص مُبلِّغ لم يُكشف عنه 25 يناير، 2017 · إيداع أولي · SEC
شخص مُبلِّغ لم يُكشف عنه 11 يناير، 2016 · إيداع أولي · SEC
شخص مُبلِّغ لم يُكشف عنه 4 مايو، 2015 · إيداع أولي · SEC
شخص مُبلِّغ لم يُكشف عنه 26 نوفمبر، 2014 · إيداع أولي · SEC
شخص مُبلِّغ لم يُكشف عنه 10 إبريل، 2014 · إيداع أولي · SEC
شخص مُبلِّغ لم يُكشف عنه 16 أكتوبر، 2013 · إيداع أولي · SEC
شخص مُبلِّغ لم يُكشف عنه 28 يونيو، 2013 · إيداع أولي استثمار سلبي SEC
THE SUMAS FAMILY GROUP, including the Estate of Perry Sumas, James Sumas, Robert Sumas, William Sumas, John P. Sumas, Nicholas Sumas and John J. Sumas, Estate of Perry Sumas, James Sumas, Robert Sumas, William Sumas, John P. Sumas, Nicholas Sumas, John J. Sumas 12 فبراير، 2013 · إيداع أولي · SEC
شخص مُبلِّغ لم يُكشف عنه 6 ديسمبر، 2012 · إيداع أولي استثمار سلبي SEC
Steven Crystal 8 أكتوبر، 2010 · إيداع أولي · SEC
Gabelli Funds, LLC & #160; I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli 24 مارس، 2009 · إيداع أولي · SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli 2 فبراير، 2009 · إيداع أولي استثمار سلبي SEC
I. Wistar Morris, III 30 أكتوبر، 2006 · إيداع أولي · SEC
THE SUMAS FAMILY GROUP, including Perry Sumas, James Sumas, Robert Sumas, William Sumas and John Sumas, Perry Sumas, James Sumas, Robert Sumas, William Sumas, John Sumas 21 يناير، 2004 · إيداع أولي · SEC
شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه 13 نوفمبر، 2003 · 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.

المطلعون على الشركة 19 من المطلعين · مسؤولون 8 · مديرون 11

19
مطلع الدور آخر نشاط الأسهم المملوكة مشتريات 12 شهرًا مبيعات 12 شهرًا صافي 12 شهرًا
John James Sumas CEO 8 إبريل، 2026 S 36050 0 1 $-548218
John L Van Orden CFO & Treasurer 10 إبريل، 2026 S 32023 0 1 $-351040
Nicholas James Sumas President / Chairman 27 مارس، 2026 A 46229 0 0 $0
John Sumas EVP & Secretary 14 إبريل، 2026 S 102938 0 1 $-524634
Luigi Perri VP of Finance & CAO 9 إبريل، 2026 S 15839 0 1 $-167504
Robert Sumas Senior Advisor 27 مارس، 2026 A 74732 0 0 $0
William Sumas EVP / Chairman of the Board 17 إبريل، 2023 S 136324 0 0 $0
Carol Lawton VP, Assistant Secretary 8 إبريل، 2005 A 3250 0 0 $0
Perry J. Blatt مدير 27 مارس، 2026 A 51465 0 0 $0
Prasad Pola مدير 27 مارس، 2026 A 14572 0 0 $0
Stephen Rooney مدير 27 مارس، 2026 A 39372 0 0 $0
Steven Crystal مدير 27 مارس، 2026 A 101713 0 0 $0
Kevin Begley مدير 27 مارس، 2026 A 46533 0 0 $0
Peter Lavoy مدير 25 يونيو، 2020 S 38828 0 0 $0
James Sumas · 8 أكتوبر، 2018 F 104732 0 0 $0
David Judge · 2 يوليو، 2018 S 7200 0 0 $0
Estate of Perry Sumas · 24 يناير، 2017 S 267639 0 0 $0
Perry Sumas · 6 فبراير، 2009 G 219824 0 0 $0
John J Mcdermott · 8 إبريل، 2008 F 9800 0 0 $0

المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط

ملكية صناديق المؤشرات المتداولة محتفظ بها بواسطة 24 صناديق مؤشرات متداولة

20

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
ROSC · Lattice Strategies Trust 0,33% 4664 NS 31 يوليو، 2026 N-PORT
IWC · iShares Trust 0,10% 32097 SH 11 سبتمبر، 2026 يومي
EBIT · Harbor ETF Trust 0,07% 200 NS 31 يوليو، 2026 N-PORT
VDC · VANGUARD WORLD FUND 0,05% 104179 SH 19 أغسطس، 2026 يومي
DFSV · Dimensional ETF Trust 0,03% 58769 NS 31 يوليو، 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,03% 8173 SH 19 أغسطس، 2026 يومي
DFAT · Dimensional ETF Trust 0,02% 77577 NS 31 يوليو، 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1162 SH 1 أكتوبر، 2026 يومي
IWM · iShares Trust 0,01% 242169 SH 11 سبتمبر، 2026 يومي
RSSL · Global X Funds 0,01% 4488 NS 31 يوليو، 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 6708 SH 30 سبتمبر، 2026 يومي
DFAS · Dimensional ETF Trust 0,01% 35012 NS 31 يوليو، 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 54360 SH 19 أغسطس، 2026 يومي
DFAC · Dimensional ETF Trust 0,00% 24008 NS 31 يوليو، 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 804 NS 31 يوليو، 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 2163 NS 31 يوليو، 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 2719 NS 31 يوليو، 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 1900 NS 31 يوليو، 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 12 NS 31 يوليو، 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 106055 SH 19 أغسطس، 2026 يومي
VTI · VANGUARD INDEX FUNDS 0,00% 287773 SH 19 أغسطس، 2026 يومي
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 770 SH 19 أغسطس، 2026 يومي
DFSU · Dimensional ETF Trust 0,00% 4 NS 31 يوليو، 2026 N-PORT
IWN · iShares Trust · 87131 SH 11 سبتمبر، 2026 يومي

مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع

22

أساس السنة المالية، الأسعار كما في إغلاق نهاية السنة المالية الأخيرة لكل شركة.

الرمز القيمة السوقية P/E الإيرادات سنويًا هامش الربح الصافي ROE هامش الربح الإجمالي
VLGEA · · 3.8% · · ·
WMK $1.61B 17.8 3.5% 1.9% 7.0% 25.0%
IMKTA · · -5.4% · · ·
YSWY · · · · · ·
GO $998M -4.4 7.3% -4.8% -20.7% 30.3%
NGVC $918M 20.0 7.2% 3.5% 22.9% 29.9%
REBN $12M -0.9 36.5% -112.9% -667.0% ·
MSS · 14.3 114.0% · · ·

إشارات التداول إشارات شراء/بيع حديثة مع سعر الدخول ونسبة المخاطرة/المكافأة

25

لا توجد إشارة مفتوحة حاليًا — لا توجد بطاقة معبأة، وهذا أمر صادق.

مقاييسي قائمة المراقبة الشخصية الخاصة بك — صفوف مختارة من الأساسيات الكاملة

26

اختر المقاييس التي تهمك — انقر فوق علامة + بجوار أي صف في الأساسيات الكاملة أعلاه.

يتم حفظ اختيارك ويتبعك عبر جميع الأسهم.

المصدر: إيداع SEC 10-Q بتاريخ يونيو 3, 2026