BZH Beazer Homes USA, Inc. Common Stock

NYSE · Consumer products · Auf SEC EDGAR ansehen ↗
$33,12
Kurs · Aug 18, 2026
Fundamentaldaten per Aug 7, 2026

Über Beazer Homes USA, Inc. Common Stock Unternehmensübersicht von Wikipedia

Beazer Homes USA, Inc. is a home construction company based in Atlanta, Georgia. In 2016, the company was the 11th largest home builder in the United States based on the number of homes closed. The company operates in 13 states.

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Beazer Homes USA, Inc. is a home construction company based in Atlanta, Georgia. In 2016, the company was the 11th largest home builder in the United States based on the number of homes closed. The company operates in 13 states.

As of December 31, 2016, the company had 161 active communities.

## History

Beazer Homes USA was established in 1985 when Beazer, a British home construction company led by Brian Beazer, acquired Cohn Communities, an Atlanta-based home construction company. In 1986, the company acquired Gifford-Hill, a construction materials company. In 1988, it acquired Koppers in a hostile takeover.

In 1991, the British parent company was acquired by Hanson.

In 1994, the company became a public company via an initial public offering.

In 1997, the company acquired the assets of Calton Homes of Florida for $16.7 million.

In 2002, the company acquired Crossman Communities for $489.7 million in cash and stock.

In 2004, the company acquired and started development on 242 home sites on Polk County, Florida.

In 2006, the company acquired 86 townhome sites in Seminole County, Florida.

In March 2007, the company received a grand jury subpoena from the U.S. Attorney's Office in the United States District Court for the Western District of North Carolina seeking documents related to its mortgage loan origination services. The investigation followed articles in The Charlotte Observer which noted that the company's aggressive sales tactics led to an unusually high foreclosure rate in its developments.

In July 2007, the company was investigated by the U.S. Securities and Exchange Commission after Chief Accounting Officer Michael T. Rand was fired for violating ethics policies by attempting to destroy documents related to the company's mortgage origination services. In 2014, Rand was found guilty of conspiracy and obstruction of justice charges.

On October 30, 2007, the company agreed to pay $261,000 as part of a $1.4 million settlement by 6 home construction companies to resolve allegations by the U.S. Department of Housing and Urban Development that title insurance companies paid kickbacks to the builders in exchange for referrals. The companies denied wrongdoing and said that they settled to avoid legal expenses.

On July 1, 2009, the company reached a $50 million settlement with several government agencies and admitted to fraudulent mortgage practices including retaining mortgage points that should have been used to lower interest rates charged, misinforming buyers that they were receiving down payment help when instead the price of the home was increased, circumventing HUD watch list programs, and ignoring borrower incomes when originating loans.

In 2018, Beazer Homes announced it has entered into an agreement to acquire Venture Homes, a leading private homebuilder in Atlanta, for approximately $65 million. The transaction also includes substantial construction work in process as well as 51 homes in backlog.

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

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BZH Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$33.12
Marktkapitalisierung
$938M
P/E (TTM)
20.7
EPS (TTM)
$1.52
Umsatz (TTM)
$2.37B
Dividendenrendite
ROE
3.7%
Verschuldungsgrad
52W-Spanne
$18 – $35

BZH Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis $2.37B
8-point trend, +12.5%
2018-09-30 2025-09-30
EPS $1.52
8-point trend, +207.8%
2018-09-30 2025-09-30
Freier Cashflow $3M
8-point trend, -73.8%
2018-09-30 2025-09-30
Margen 1.9%
6-point trend, +79.0%
2019-09-30 2025-09-30

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
BZH
Peer-Median
P/E (TTM)
5-point trend, +275.5%
20.7
14.0
P/S (TTM) (K/V (TTM))
5-point trend, +22.2%
0.4
0.6
P/B (K/B)
5-point trend, -21.4%
0.8
0.9
Price / FCF (Kurs / FCF)
5-point trend, +561.6%
269.6

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
BZH
Peer-Median
Gross Margin (Bruttogewinnmarge)
5-point trend, -24.7%
14.2%
21.0%
Operating Margin (Betriebsgewinnmarge)
5-point trend, -77.6%
1.5%
Net Profit Margin (Nettogewinnmarge)
5-point trend, -66.3%
1.9%
3.4%
ROA
5-point trend, -70.7%
1.8%
3.1%
ROE
5-point trend, -78.9%
3.7%
8.8%
ROIC
5-point trend, -81.0%
3.3%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
BZH
Peer-Median

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
BZH
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, +10.8%
1.8%
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, +10.8%
0.78%
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, +10.8%
2.2%
EPS YoY (EPS VjV)
5-point trend, -62.1%
-66.5%
Net Income YoY (Nettogewinn YoY)
5-point trend, -62.6%
-67.5%

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
BZH
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, -62.1%
$1.52

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
BZH
Peer-Median

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
Ausschüttungsquote
5J Div CAGR
Ex-DatumBetrag
6. September 2007$0,5000
7. Juni 2007$0,5000
7. März 2007$0,5000
7. Dezember 2006$0,5000
7. September 2006$0,5000
8. Juni 2006$0,5000
8. März 2006$0,5000
7. Dezember 2005$0,5000
8. September 2005$0,5000
8. Juni 2005$0,5000
8. März 2005$0,5000
8. Dezember 2004$0,1667
8. September 2004$0,1667
8. Juni 2004$0,1667
8. März 2004$0,1667
8. Dezember 2003$0,1667

BZH Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

KAUF 7 Analysten
  • Starker Kauf 2 28,6%
  • Kauf 3 42,9%
  • Halten 2 28,6%
  • Verkauf 0 0,0%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

2 Analysten · 2026-08-14
Median-Ziel $27.50 -17,0%
Mittelwert-Ziel $27.50 -17,0%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
0.03%
Zeitraum EPS Actual EPS est. Überraschung
30. September 2026 $-0.13 $-0.37 0.24%
30. Juni 2026 $-0.13 $-0.37 0.24%
31. März 2026 $-0.03 $-0.29 0.26%
31. Dezember 2025 $-0.90 $-0.47 -0.43%
30. September 2025 $1.02 $0.81 0.21%
30. Juni 2025 $-0.01 $0.42 -0.43%
31. März 2025 $0.42 $0.27 0.15%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
BZH $731M 16.2 1.8% 1.9% 3.7% 14.2%
KBH 10.5 -10.0% 6.9% 10.9%
GRBK 8.9 -1.0% 15.3% 31.4%
CCS $1.72B 12.2 -6.4% 3.6% 5.7%
DFH 8.0 -2.9%
LGIH $994M 13.8 -22.6% 4.2% 3.5%
HOV
SDHC 14.1 -0.45% 1.1% 13.3% 21.9%
LEGH $465M 11.2 -10.7% 25.4% 8.0%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 15
Jährliche Gewinn- und Verlustrechnung-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
Revenue 9-point trend, +23.8% $2.37B $2.33B $2.21B $2.32B $2.14B $2.13B $2.09B $2.11B $1.92B
Cost of Revenue 3-point trend, +10.8% · · · · · · $1.77B $1.76B $1.60B
Gross Profit 9-point trend, +7.9% $338M $424M $443M $538M $404M $348M $166M $345M $313M
SG&A Expense 9-point trend, +26.5% $205M $186M $180M $177M $163M $170M $161M $169M $162M
Operating Income 9-point trend, -41.1% $37M $143M $177M $272M $147M $79M $-90M $82M $62M
Interest Expense 7-point trend, -100.0% · · $0 $0 $3M $8M $3M $5M $16M
Other Non-op 9-point trend, +127.9% $4M $16M $6M $1M $-1M $-8M $-2M $-4M $-15M
Pretax Income 9-point trend, +17.9% $41M $159M $183M $274M $144M $71M $-117M $49M $35M
Income Tax 9-point trend, -275.7% $-5M $19M $24M $53M $22M $18M $-37M $94M $3M
Net Income 9-point trend, +43.3% $46M $140M $159M $221M $122M $52M $-80M $-45M $32M
EPS (Basic) 9-point trend, +53.0% $1.53 $4.59 $5.23 $7.25 $4.07 $1.76 $-2.60 $-1.41 $1.00
EPS (Diluted) 9-point trend, +53.5% $1.52 $4.53 $5.16 $7.17 $4.01 $1.74 $-2.60 $-1.41 $0.99
Shares (Basic) 9-point trend, -6.9% 29,758,000 30,548,000 30,353,000 30,432,000 29,954,000 29,704,000 30,617,000 32,141,000 31,952,000
Shares (Diluted) 9-point trend, -7.4% 30,011,000 30,953,000 30,747,000 30,796,000 30,437,000 29,948,000 30,617,000 32,141,000 32,426,000
EBITDA 9-point trend, -26.8% $56M $158M $189M $286M $161M $95M $-75M $95M $76M
Bilanz 12
Jährliche Bilanz-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
Cash & Equivalents 9-point trend, -26.5% $215M $204M $346M $215M $247M $328M $107M $140M $292M
PP&E (Net) 9-point trend, +172.9% $48M $39M $31M $25M $23M $22M $27M $21M $18M
PP&E (Gross) 3-point trend, -7.9% · · · · · · $53M $55M $58M
Accum. Depreciation 3-point trend, -36.0% · · · · · · $26M $34M $40M
Goodwill 8-point trend, +16.7% $11M $11M $11M $11M $11M $11M $11M $10M ·
Total Assets 9-point trend, +17.5% $2.61B $2.59B $2.41B $2.25B $2.08B $2.01B $1.96B $2.13B $2.22B
Total Liabilities 9-point trend, -11.6% $1.36B $1.36B $1.31B $1.31B $1.35B $1.41B $1.42B $1.48B $1.54B
Common Stock 9-point trend, -11.8% $30.0K $31.0K $31.0K $31.0K $31.0K $31.0K $31.0K $34.0K $34.0K
Retained Earnings 9-point trend, +322.3% $424M $378M $238M $79M $-141M $-263M $-316M $-236M $-191M
Stockholders' Equity 9-point trend, +83.0% $1.25B $1.23B $1.10B $939M $725M $593M $539M $644M $682M
Liabilities + Equity 9-point trend, +17.5% $2.61B $2.59B $2.41B $2.25B $2.08B $2.01B $1.96B $2.13B $2.22B
Shares Outstanding 9-point trend, -11.2% 29,762,293 31,048,000 31,351,434 30,880,138 31,294,198 31,012,326 30,933,110 33,522,046 33,515,768
Cashflow 13
Jährliche Cashflow-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
D&A 9-point trend, +36.8% $19M $15M $12M $13M $14M $16M $15M $14M $14M
Stock-based Comp 9-point trend, -10.1% $7M $7M $7M $8M $12M $10M $11M $10M $8M
Deferred Tax 9-point trend, -798.8% $-5M $19M $24M $53M $22M $18M $-37M $94M $678.0K
Other Non-cash 9-point trend, -185.8% $-35M $-319M $-24M $-215M $-138M $194M $205M $-42M $41M
Operating Cash Flow 9-point trend, -69.5% $32M $-138M $178M $81M $32M $289M $114M $55M $105M
CapEx 9-point trend, +129.1% $29M $22M $20M $15M $15M $11M $21M $17M $12M
Investing Cash Flow 9-point trend, -42.6% $-20M $-30M $-30M $-15M $-14M $-10M $-25M $-74M $-14M
Stock Repurchased 9-point trend, +33077000.00 $33M $13M $0 $8M $0 $3M $35M $0 $0
Net Stock Activity 7-point trend, +4.5% $-33M $-13M $0 $-8M $0 $-3M $-35M · ·
Financing Cash Flow 9-point trend, -22.2% $-36M $24M $-14M $-89M $-86M $-59M $-119M $-132M $-30M
Net Change in Cash 9-point trend, -139.2% $-24M $-144M $134M $-22M $-68M $220M $-30M $-151M $61M
Free Cash Flow 9-point trend, -95.8% $3M $-160M $158M $66M $17M $278M $92M $13M $83M
Levered FCF 7-point trend, +128.4% · · $158M $66M $15M $272M $90M $18M $69M
Rentabilität 8
Jährliche Rentabilität-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
Gross Margin 6-point trend, +79.0% 14.2% 18.2% 20.1% 23.2% 18.9% · 8.0% · ·
Operating Margin 6-point trend, +135.7% 1.5% 6.1% 8.0% 11.8% 6.9% · -4.3% · ·
Net Margin 6-point trend, +150.4% 1.9% 6.0% 7.2% 9.5% 5.7% · -3.8% · ·
Pretax Margin 6-point trend, +130.8% 1.7% 6.8% 8.3% 11.8% 6.7% · -5.6% · ·
EBITDA Margin 6-point trend, +165.3% 2.4% 6.8% 8.6% 12.3% 7.5% · -3.6% · ·
ROA 9-point trend, +22.4% 1.8% 5.6% 6.8% 10.2% 6.0% 2.6% -3.9% -2.1% 1.4%
ROE 9-point trend, -23.3% 3.7% 11.6% 14.8% 24.6% 17.4% 9.0% -14.8% -7.4% 4.8%
ROIC 9-point trend, -61.1% 3.3% 10.2% 14.0% 23.4% 17.2% 10.0% -11.4% -11.5% 8.4%
Liquidität & Solvenz 1
Jährliche Liquidität & Solvenz-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
Interest Coverage 5-point trend, +1228.9% · · · · 52.8 9.3 -28.9 15.3 4.0
Effizienz 1
Jährliche Effizienz-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
Asset Turnover 6-point trend, -10.9% 0.9 0.9 0.9 1.1 1.0 · 1.0 · ·
Pro Aktie 5
Jährliche Pro Aktie-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
Book Value / Share 9-point trend, +106.1% $41.96 $39.68 $35.18 $30.42 $23.16 $19.13 $17.42 $19.21 $20.36
Revenue / Share 6-point trend, +15.9% $79.02 $75.28 $71.77 $75.24 $70.32 · $68.19 · ·
Cash Flow / Share 9-point trend, -64.0% $1.07 $-4.44 $5.79 $2.63 $1.04 $9.65 $3.71 $0.94 $2.96
Cash / Share 9-point trend, -17.2% $7.21 $6.57 $11.02 $6.95 $7.88 $10.57 $3.45 $4.17 $8.72
EPS (TTM) 9-point trend, +53.5% $1.52 $4.53 $5.16 $7.17 $4.01 $1.74 $-2.60 $-1.41 $0.99
Wachstumsraten 9
Jährliche Wachstumsraten-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
Revenue YoY 5-point trend, +185.5% 1.8% 5.6% -4.8% 8.3% 0.62% · · · ·
Revenue CAGR 3Y 3-point trend, -36.6% 0.78% 2.9% 1.2% · · · · · ·
Revenue CAGR 5Y 2.2% · · · · · · · ·
EPS YoY 5-point trend, -150.9% -66.5% -12.2% -28.0% 78.8% 130.5% · · · ·
EPS CAGR 3Y 3-point trend, -192.4% -40.4% 4.2% 43.7% · · · · · ·
EPS CAGR 5Y -2.7% · · · · · · · ·
Net Income YoY 5-point trend, -150.5% -67.5% -11.6% -28.1% 80.9% 133.6% · · · ·
Net Income CAGR 3Y 3-point trend, -191.2% -40.9% 4.7% 44.8% · · · · · ·
Net Income CAGR 5Y -2.7% · · · · · · · ·
Bewertung (TTM) 10
Jährliche Bewertung (TTM)-Daten für BZH
Kennzahl Trend 202520242023202220212020201920182017
Revenue TTM 9-point trend, +23.8% $2.37B $2.33B $2.21B $2.32B $2.14B $2.13B $2.09B $2.11B $1.92B
Net Income TTM 9-point trend, +43.3% $46M $140M $159M $221M $122M $52M $-80M $-45M $32M
Market Cap 9-point trend, +16.3% $731M $1.06B $781M $299M $540M $409M $461M $352M $628M
P/E 9-point trend, -14.7% 16.2 7.5 4.8 1.3 4.3 7.6 -5.7 -7.4 18.9
P/S 9-point trend, -6.0% 0.3 0.5 0.4 0.1 0.3 0.2 0.2 0.2 0.3
P/B 9-point trend, -36.4% 0.6 0.9 0.7 0.3 0.7 0.7 0.9 0.5 0.9
P / Tangible Book 6-point trend, -16.1% 0.6 0.9 0.7 0.3 0.8 0.7 · · ·
P / Cash Flow 9-point trend, +248.9% 22.8 -7.7 4.4 3.7 17.1 1.4 4.1 11.6 6.5
P / FCF 9-point trend, +2690.3% 210.0 -6.6 5.0 4.5 31.7 1.5 5.0 26.5 7.5
Earnings Yield 9-point trend, +17.2% 6.2% 13.3% 20.7% 74.2% 23.2% 13.2% -17.4% -13.4% 5.3%

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-09-302024-12-312024-09-302023-09-302022-09-30
Umsatz $2.37B$2.33B$2.21B$2.32B
Bruttogewinnmarge % 14.2%18.2%20.1%23.2%
Betriebsgewinnmarge % 1.5%6.1%8.0%11.8%
Nettoergebnis $46M$140M$159M$221M
Verwässerte EPS $1.52$4.53$5.16$7.17
Cashflow
2025-09-302024-12-312024-09-302023-09-302022-09-30
Freier Cashflow $3M$-160M$158M$66M

Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

📊

Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das ➕ neben jeder Zeile in den vollständigen Fundamentaldaten oben.

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Institutionelle Eigentümer (13F) 214 Einreicher · $557.4M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
44 (+17 vs. Vorquartal) 22 (-7 vs. Vorquartal) 51 (-11 vs. Vorquartal) 63 (+6 vs. Vorquartal) +1.2M

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
DONALD SMITH & CO., INC. $78.937.777 2.814.181 14,16% Aktien
Capital World Investors $47.863.510 1.706.364 8,59% Aktien
Wealthspire Advisors, LLC $31.335.441 1.117.128 5,62% Aktien
STATE STREET CORP $31.252.440 1.114.169 5,61% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $30.684.849 1.093.934 5,50% Aktien
BOOTHBAY FUND MANAGEMENT, LLC $25.245.000 900.000 4,53% Aktien
DIMENSIONAL FUND ADVISORS LP $23.856.104 850.485 4,28% Aktien
Mill Road Capital Management LLC $23.596.642 841.235 4,23% Aktien
GEODE CAPITAL MANAGEMENT, LLC $15.556.863 554.501 2,79% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $15.344.977 547.058 2,75% Aktien
Nokomis Capital, L.L.C. $14.282.218 509.170 2,56% Aktien
ONTARIO TEACHERS PENSION PLAN BOARD $11.051.700 394.000 1,98% Verkaufsoption
AMERICAN CENTURY COMPANIES INC $10.225.095 364.531 1,83% Aktien
AMERIPRISE FINANCIAL INC $9.924.092 353.800 1,78% Aktien
TIG Advisors, LLC $8.317.105 296.510 1,49% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $7.856.356 280.084 1,41% Aktien
JANE STREET GROUP, LLC $7.239.705 258.100 1,30% Kaufoption
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7.043.355 251.100 1,26% Kaufoption
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6.356.607 226.617 1,14% Aktien
Governors Lane LP $6.097.004 217.362 1,09% Aktien
Oakum Bay Capital LLC $5.979.196 310.769 1,07% Aktien
CITADEL ADVISORS LLC $5.694.150 203.000 1,02% Kaufoption
GOLDMAN SACHS GROUP INC $5.058.144 180.326 0,91% Aktien
Round Hill Asset Management $4.804.544 171.285 0,86% Aktien
VANGUARD FIDUCIARY TRUST CO $4.582.164 163.357 0,82% Aktien
Slotnik Capital, LLC $4.347.750 155.000 0,78% Aktien
Empowered Funds, LLC $4.188.342 149.317 0,75% Aktien
PEREGRINE CAPITAL MANAGEMENT LLC $4.077.825 145.377 0,73% Aktien
VANGUARD GROUP INC $3.541.433 174.713 0,64% Aktien
TUDOR INVESTMENT CORP ET AL $3.184.236 113.520 0,57% Aktien
Balyasny Asset Management L.P. $3.081.545 109.859 0,55% Aktien
Russell Investments Group, Ltd. $2.960.340 105.538 0,53% Aktien
JAMISON PRIVATE WEALTH MANAGEMENT, INC. $2.913.863 103.881 0,52% Aktien
Saba Capital Management, L.P. $2.761.579 98.452 0,50% Aktien
Register Financial Advisors LLC $2.700.289 96.267 0,48% Aktien
BW Gestao de Investimentos Ltda. $2.673.165 95.300 0,48% Aktien
PEAK6 LLC $2.622.675 93.500 0,47% Kaufoption
STOREBRAND ASSET MANAGEMENT AS $2.466.408 87.929 0,44% Aktien
Foundry Partners, LLC $2.352.292 115.365 0,42% Aktien
FRANKLIN RESOURCES INC $2.260.830 80.600 0,41% Aktien
CITADEL ADVISORS LLC $2.252.415 80.300 0,40% Verkaufsoption
HARVEST MANAGEMENT LLC $2.244.000 80.000 0,40% Aktien
CITIGROUP INC $2.219.344 79.121 0,40% Aktien
D. E. Shaw & Co., Inc. $2.183.272 77.835 0,39% Aktien
ARISTEIA CAPITAL, L.L.C. $2.033.625 72.500 0,36% Aktien
JANE STREET GROUP, LLC $1.879.350 67.000 0,34% Verkaufsoption
WESBANCO BANK INC $1.865.325 66.500 0,33% Aktien
GHE, LLC $1.810.740 64.554 0,32% Aktien
BANK OF AMERICA CORP /DE/ $1.706.983 60.855 0,31% Aktien
Beacon Pointe Advisors, LLC $1.682.019 87.423 0,30% Aktien
Squarepoint Ops LLC $1.674.445 59.695 0,30% Aktien
HB Wealth Management, LLC $1.667.516 59.448 0,30% Aktien
WMS Partners, LLC $1.576.177 57.399 0,28% Aktien
EXCHANGE TRADED CONCEPTS, LLC $1.526.902 54.435 0,27% Aktien
Tweedy, Browne Co LLC $1.526.902 54.435 0,27% Aktien
Swiss National Bank $1.495.065 53.300 0,27% Aktien
Badgley Phelps Wealth Managers, LLC $1.488.558 53.068 0,27% Aktien
Clear Harbor Asset Management, LLC $1.485.163 52.947 0,27% Aktien
Man Group plc $1.481.573 52.819 0,27% Aktien
CITADEL ADVISORS LLC $1.480.311 52.774 0,27% Aktien
LPL Financial LLC $1.406.736 50.151 0,25% Aktien
CITIGROUP INC $1.402.500 50.000 0,25% Verkaufsoption
BARCLAYS PLC $1.362.837 48.586 0,24% Aktien
Rafferty Asset Management, LLC $1.330.243 47.424 0,24% Aktien
Quantinno Capital Management LP $1.314.563 46.865 0,24% Aktien
TWO SIGMA INVESTMENTS, LP $1.278.659 45.585 0,23% Aktien
Atria Wealth Solutions, Inc. $1.273.748 56.940 0,23% Aktien
AlphaQuest LLC $1.220.112 60.193 0,22% Aktien
Fort Baker Capital Management LP $1.077.120 38.400 0,19% Aktien
Bank of New York Mellon Corp $1.028.734 36.675 0,18% Aktien
RBF Capital, LLC $1.009.071 35.974 0,18% Aktien
RHUMBLINE ADVISERS $960.170 34.231 0,17% Aktien
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $939.675 33.500 0,17% Aktien
Brandywine Global Investment Management, LLC $898.164 44.310 0,16% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $875.160 31.200 0,16% Verkaufsoption
Trexquant Investment LP $853.309 30.421 0,15% Aktien
RITHOLTZ WEALTH MANAGEMENT $705.710 25.159 0,13% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $692.667 24.694 0,12% Aktien
Abacus Wealth Partners, LLC $641.279 22.862 0,12% Aktien
XTX Topco Ltd $605.824 21.598 0,11% Aktien
NINE MASTS CAPITAL Ltd $604.057 21.535 0,11% Aktien
BlackRock, Inc. $592.781 21.133 0,11% Aktien
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $577.623 30.022 0,10% Aktien
Zurcher Kantonalbank (Zurich Cantonalbank) $572.248 20.401 0,10% Aktien
VANGUARD ASSET MANAGEMENT, Ltd $565.572 20.163 0,10% Aktien
FULLER & THALER ASSET MANAGEMENT, INC. $554.128 19.755 0,10% Aktien
WOLVERINE TRADING, LLC $513.552 20.800 0,09% Kaufoption
Vanguard Global Advisers, LLC $498.841 17.784 0,09% Aktien
Harbour Capital Advisors, LLC $465.116 14.585 0,08% Aktien
ALLIANCEBERNSTEIN L.P. $434.362 22.576 0,08% Aktien
Walleye Capital LLC $426.360 15.200 0,08% Verkaufsoption
MetLife Investment Management, LLC $425.378 15.165 0,08% Aktien
Point72 Asset Management, L.P. $420.750 15.000 0,08% Aktien
QUADRANT CAPITAL GROUP LLC $403.219 14.375 0,07% Aktien
MERCER GLOBAL ADVISORS INC /ADV $389.979 13.903 0,07% Aktien
WOLVERINE TRADING, LLC $385.164 15.600 0,07% Verkaufsoption
SCHRODER INVESTMENT MANAGEMENT GROUP $384.418 13.138 0,07% Aktien
Quantbot Technologies LP $378.535 13.495 0,07% Aktien
Walleye Capital LLC $370.260 13.200 0,07% Kaufoption
MARSHALL WACE, LLP $350.625 12.500 0,06% Aktien

Unternehmensinsider 35 Insider · 16 Führungskräfte · 16 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Ian J Mccarthy Former President and CEO 12. Juni 2011 D 879.726 0 0 $0
David I Goldberg SVP, Chief Financial Officer 10. Februar 2025 A 137.094 0 0 $0
Robert L. Salomon former EVP and CFO 4. Mai 2021 M 168.601 0 0 $0
James Oleary EVP, Chief Financial Officer 23. März 2007 M 15.780 0 0 $0
Michael Anthony Dunn SVP, GC and Corp Secretary 1. August 2026 F 22.557 0 0 $0
Pei Sun VP & Chief Accounting Officer 7. Februar 2025 M 22.890 0 0 $0
Keith L Belknap Jr EVP, General Counsel 16. Juli 2024 S 70.081 0 0 $0
Kenneth F Khoury Administration 18. September 2018 F 146.057 0 0 $0
Cory Jacobs Boydston SVP, Treasurer 14. März 2008 D 0 0 0 $0
Michael R Douglas EVP Special Counsel 1. Januar 2008 A 0 0 $0
Kenneth J Gary EVP, General Counsel 12. Februar 2007 D 2.254 0 0 $0
Michael T Rand SVP, Chief Accounting Officer 6. Februar 2007 A 23.190 0 0 $0
Fred Fratto SVP, Human Resources 25. September 2006 M 2.147 0 0 $0
Jonathan Smoke SVP Corp Strategy & Innovation 25. September 2006 M 11.823 0 0 $0
Lowell C Ball SVP 22. September 2006 D 4.607 0 0 $0
John Skelton SVP, Forward Planning 15. November 2005 A 7.944 0 0 $0
Danny R Shepherd Direktor 4. Februar 2026 A 92.419 0 0 $0
Christian C Winkle Direktor 17. November 2025 A 12.250 0 0 $0
John J Kelley III Direktor 9. Mai 2025 P 15.917 0 0 $0
Lloyd Emerson Johnson Direktor 10. Februar 2025 P 45.000 0 0 $0
Alyssa P. Steele Direktor 15. November 2024 A 8.942 0 0 $0
June Sauvaget Direktor 15. November 2024 A 8.942 0 0 $0
Peter M Orser Direktor 15. November 2024 A 78.324 0 0 $0
David J Spitz Direktor 8. November 2023 A 40.523 0 0 $0
Elizabeth S Acton Direktor 8. November 2023 A 14.781 0 0 $0
ZELNAK STEPHEN P JR Direktor 18. März 2020 S 0 0 0 $0
Laurent Alpert Direktor 15. November 2019 A 66.777 0 0 $0
Brian C Beazer Direktor 15. November 2018 A 58.600 0 0 $0
Peter G Leemputte Direktor 15. November 2018 A 57.855 0 0 $0
Larry T Solari Direktor 5. Dezember 2016 S 17.944 0 0 $0
Katie J Bayne Direktor 5. August 2008 M 9.868 0 0 $0
Maureen E Oconnell Direktor 5. Dezember 2006 M 4.938 0 0 $0
Allan P. Merrill 20. November 2025 F 1.385.656 0 0 $0
Norma Ann Provencio 17. November 2025 A 105.388 0 0 $0
Michael H Furlow 2. Februar 2010 D 129.686 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

Aktivisten & 5%+-Eigentümer 5 Beteiligungen

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
Allan P. Merrill 24. November 2025 5,30% Erste Einreichung SEC
Nicht offengelegter meldender Beteiligter 10. August 2007 Erste Einreichung SEC
Tontine Partners, L.P., Tontine Management, L.L.C., Tontine Overseas Associates, L.L.C., Jeffrey L. Gendell 12. Oktober 2005 Erste Einreichung Kapitalstruktur SEC
S.S. or IRS identification NO. of Above Person Marvin Schwartz SS # ###-##-#### 9. Februar 2004 Erste Einreichung Passive Anlage SEC
Nicht offengelegter meldender Beteiligter 8. Februar 2002 Erste Einreichung M&A / Verkauf 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.

ETF-Besitz Gehalten von 51 ETFs

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
HOMZ · ETF Series Solutions 0,95% 12.750 NS 31. Mai 2026 N-PORT
COPY · RBB Fund Trust 0,41% 56.091 NS 31. Mai 2026 N-PORT
ITB · iShares Trust 0,35% 244.656 SH 8. August 2026 Täglich
IWC · iShares Trust 0,19% 84.686 SH 8. August 2026 Täglich
HAPS · Harbor ETF Trust 0,17% 12.700 NS 30. April 2026 N-PORT
NAIL · Direxion Shares ETF Trust 0,17% 44.530 NS 30. April 2026 N-PORT
ESSC · Strategy Shares 0,13% 1.602 NS 30. April 2026 N-PORT
ERTH · Invesco Exchange-Traded Fund Trust 0,13% 5.218 SH 8. August 2026 Täglich
FNDA · SCHWAB STRATEGIC TRUST 0,09% 299.072 NS 31. Mai 2026 N-PORT
ESML · iShares Trust 0,07% 61.460 SH 8. August 2026 Täglich
PRFZ · Invesco Exchange-Traded Fund Trust 0,06% 54.145 SH 8. August 2026 Täglich
GSSC · Goldman Sachs ETF Trust 0,06% 22.473 NS 31. Mai 2026 N-PORT
IWN · iShares Trust 0,05% 231.805 SH 8. August 2026 Täglich
VTWV · VANGUARD SCOTTSDALE FUNDS 0,04% 21.756 SH 8. August 2026 Täglich
VCR · VANGUARD WORLD FUND 0,04% 103.811 SH 8. August 2026 Täglich
AVSC · AMERICAN CENTURY ETF TRUST 0,04% 39.527 NS 31. Mai 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0,03% 28.632 NS 30. April 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,03% 8.878 SH 8. August 2026 Täglich
AVUV · AMERICAN CENTURY ETF TRUST 0,03% 288.650 NS 31. Mai 2026 N-PORT
IWM · iShares Trust 0,03% 625.088 SH 8. August 2026 Täglich
PKW · Invesco Exchange-Traded Fund Trust 0,02% 12.279 SH 8. August 2026 Täglich
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 143.429 SH 8. August 2026 Täglich
DFSV · Dimensional ETF Trust 0,02% 68.944 NS 30. April 2026 N-PORT
RSSL · Global X Funds 0,02% 11.972 NS 30. April 2026 N-PORT
ITWO · ProShares Trust 0,02% 1.300 NS 31. Mai 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,01% 131.043 NS 31. Mai 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 92.191 NS 30. April 2026 N-PORT
DFAT · Dimensional ETF Trust 0,01% 80.040 NS 30. April 2026 N-PORT
UWM · ProShares Trust 0,01% 1.016 NS 31. Mai 2026 N-PORT
WSML · iShares Trust 0,01% 2.078 SH 8. August 2026 Täglich
VXF · VANGUARD INDEX FUNDS 0,01% 288.071 SH 8. August 2026 Täglich
URTY · ProShares Trust 0,01% 1.029 NS 31. Mai 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,01% 1.275 NS 31. Mai 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,01% 3.653 NS 31. Mai 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 1.018 NS 30. April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 1.385 NS 31. Mai 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 4.059 NS 30. April 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 79.744 NS 30. April 2026 N-PORT
HDG · ProShares Trust 0,00% 26 NS 31. Mai 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 12.246 NS 31. Mai 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 3.076 NS 30. April 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0,00% 100.000 SH 8. August 2026 Täglich
IWV · iShares Trust 0,00% 10.007 SH 8. August 2026 Täglich
DFAU · Dimensional ETF Trust 0,00% 7.866 NS 30. April 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 12.430 NS 30. April 2026 N-PORT
ITOT · iShares Trust 0,00% 36.588 SH 8. August 2026 Täglich
DFUV · Dimensional ETF Trust 0,00% 6.423 NS 30. April 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 16.658 NS 31. Mai 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 779.803 SH 8. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 2.210 SH 8. August 2026 Täglich