ERIE Erie Indemnity Company - Class A Common Stock
$268,25
Kurs · Aug 20, 2026
Fundamentaldaten per Jul 30, 2026
52W-Spanne
$205–$367
39% of range
Analystenbewertung
STRONG BUY
8 analysts
Kursziel
—
P/E (TTM)
—
ROE
25.0%
Nettogewinnmarge
13.8%
ERIE Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$268.25
Marktkapitalisierung
—
P/E (TTM)
—
EPS (TTM)
—
Umsatz (TTM)
$4.07B
Dividendenrendite
—
ROE
25.0%
Verschuldungsgrad
—
52W-Spanne
$205 – $367
ERIE Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Configure
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz & Nettoergebnis
$4.07B
2016-12-31
→
2025-12-31
EPS
—
Freier Cashflow
$571M
2018-12-31
→
2025-12-31
Margen
13.8%
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
Kennzahl
5-Jahres-Trend
ERIE
Peer-Median
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
Kennzahl
5-Jahres-Trend
ERIE
Peer-Median
Operating Margin (Betriebsgewinnmarge)
17.6%
—
Net Profit Margin (Nettogewinnmarge)
13.8%
10.9%
ROA
17.9%
2.8%
ROE
25.0%
17.1%
ROIC
24.7%
—
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Kennzahl
5-Jahres-Trend
ERIE
Peer-Median
Current Ratio (Liquiditätsgrad)
1.3
1.7
Quick Ratio
0.8
—
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
Kennzahl
5-Jahres-Trend
ERIE
Peer-Median
Revenue YoY (Umsatz YoY)
7.2%
—
Revenue CAGR 3Y (Umsatz CAGR 3J)
12.7%
—
Revenue CAGR 5Y (Umsatz CAGR 5J)
9.9%
—
Net Income YoY (Nettogewinn YoY)
-6.8%
—
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
Kennzahl
5-Jahres-Trend
ERIE
Peer-Median
Payout Ratio (Ausschüttungsquote)
45.5%
—
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
Dividendenrendite
—
Ausschüttungsquote
45.5%
5J Div CAGR
—
| Ex-Datum | Betrag |
|---|---|
| 7. Juli 2026 | $1,4630 |
| 7. April 2026 | $1,4630 |
| 6. Januar 2026 | $1,4630 |
| 6. Oktober 2025 | $1,3650 |
| 8. Juli 2025 | $1,3650 |
| 7. April 2025 | $1,3650 |
| 7. Januar 2025 | $1,3650 |
| 7. Oktober 2024 | $1,2750 |
| 9. Juli 2024 | $1,2750 |
| 8. April 2024 | $1,2750 |
| 5. Januar 2024 | $1,2750 |
| 4. Oktober 2023 | $1,1900 |
| 5. Juli 2023 | $1,1900 |
| 4. April 2023 | $1,1900 |
| 4. Januar 2023 | $1,1900 |
| 4. Oktober 2022 | $1,1100 |
| 5. Juli 2022 | $1,1100 |
| 4. April 2022 | $1,1100 |
| 4. Januar 2022 | $1,1100 |
| 4. Oktober 2021 | $1,0350 |
ERIE Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
KAUF
8 Analysten
- Starker Kauf 3 37,5%
- Kauf 3 37,5%
- Halten 2 25,0%
- Verkauf 0 0,0%
- Starker Verkauf 0 0,0%
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
-0.22%
| Zeitraum | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|
| 30. Juni 2026 | $3.45 | $3.44 | 0.01% |
| 31. März 2026 | $2.88 | $3.12 | -0.24% |
| 31. Dezember 2025 | $1.21 | $1.62 | -0.41% |
| 30. September 2025 | $3.50 | $3.44 | 0.06% |
| 30. Juni 2025 | $3.34 | $3.54 | -0.20% |
| 31. März 2025 | $2.65 | $3.16 | -0.51% |
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| ERIE | — | — | 7.2% | 13.8% | 25.0% | — |
| L | — | 13.2 | 5.4% | 9.0% | 9.3% | — |
| MKL | $27.06B | 12.7 | 4.7% | 13.6% | 11.9% | — |
| AIZ | — | — | — | — | — | — |
| CNA | $12.92B | 10.2 | 5.0% | 8.5% | 11.6% | — |
| FNF | $14.79B | 24.7 | 5.6% | 4.2% | 7.9% | — |
| AFG | $11.40B | 13.6 | -1.8% | 10.3% | 18.1% | — |
| ORI | — | 12.3 | 11.0% | 10.2% | 16.2% | — |
| KNSL | $9.05B | 18.1 | 18.0% | 26.9% | 27.4% | — |
| THG | — | 10.1 | 5.7% | 10.1% | 20.7% | — |
| FAF | $6.27B | 10.2 | 21.6% | 8.3% | 11.9% | — |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung 10
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.07B | $3.80B | $3.27B | $2.84B | $2.63B | $2.54B | $2.48B | $2.38B | $1.69B | $1.60B | $1.51B | $1.41B | |
| Operating Expenses | $3.35B | $3.12B | $2.75B | $2.46B | $2.32B | $2.20B | $2.12B | $2.04B | $1.40B | $1.30B | $1.27B | $1.18B | |
| Operating Income | $717M | $676M | $520M | $376M | $318M | $338M | $357M | $344M | $290M | $294M | $233M | $223M | |
| Interest Expense | · | · | $0 | $2M | $4M | $731.0K | $856.0K | $2M | $1M | $101.0K | · | · | |
| Interest Income | · | · | · | · | · | · | $34M | $31M | $26M | $22M | $19M | $17M | |
| Other Non-op | $9M | $12M | $13M | $2M | $-5M | $-2M | $255.0K | $4M | $-2M | $-1M | · | · | |
| Pretax Income | $711M | $757M | $562M | $376M | $376M | $369M | $397M | $371M | $316M | $320M | $266M | $251M | |
| Income Tax | $151M | $157M | $116M | $78M | $79M | $75M | $80M | $83M | $119M | $110M | $92M | $84M | |
| Net Income | $559M | $600M | $446M | $299M | $298M | $293M | $317M | $288M | $197M | $210M | $175M | $168M | |
| EBITDA | $787M | $733M | $568M | $422M | $355M | $359M | $374M | $358M | $303M | $307M | $249M | · |
Bilanz 22
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $266M | $216M | $189M | $183M | $92M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $71M | $56M | $62M | $63M | |
| Receivables | $736M | $707M | $625M | $525M | $479M | $495M | $469M | · | · | · | · | · | |
| Prepaid Expense | $66M | $84M | $69M | $79M | $56M | $53M | $45M | $37M | $35M | $30M | $25M | $26M | |
| Current Assets | $1.20B | $1.15B | $930M | $779M | $764M | $732M | $891M | $1.17B | $802M | $666M | $635M | $533M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | $47M | $43M | |
| Other Non-current Assets | $48M | $43M | $43M | $43M | $49M | $40M | $63M | $62M | $29M | $20M | $21M | $22M | |
| Total Assets | $3.36B | $2.89B | $2.47B | $2.24B | $2.24B | $2.12B | $2.02B | $1.78B | $1.67B | $1.55B | $1.41B | $1.32B | |
| Accounts Payable | $201M | $190M | $176M | $166M | $138M | $151M | $135M | $111M | $105M | $88M | $89M | $36M | |
| Short-term Debt | · | · | · | · | $0 | · | · | · | · | · | · | · | |
| Current Liabilities | $946M | $803M | $709M | $665M | $631M | $628M | $588M | $547M | $510M | $470M | $446M | $400M | |
| Capital Leases | · | · | · | · | · | · | · | $0 | · | · | · | · | |
| Deferred Tax | $25M | $6M | $11M | $14M | $0 | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $23M | $23M | $22M | $29M | $14M | $9M | $22M | $12M | $2M | $2M | $2M | $1M | |
| Total Liabilities | $1.07B | $901M | $809M | $791M | $900M | $929M | $883M | $805M | $809M | $732M | $638M | $616M | |
| Long-term Debt | · | · | · | $0 | $94M | $96M | $98M | $100M | $75M | · | · | · | |
| Total Debt | · | · | · | $0 | $94M | $96M | $98M | $100M | $75M | $25M | · | · | |
| Retained Earnings | $3.46B | $3.16B | $2.80B | $2.58B | $2.50B | $2.39B | $2.38B | $2.23B | $2.14B | $2.07B | $1.99B | $1.95B | |
| Treasury Stock | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.16B | $1.16B | $1.16B | $1.16B | $1.16B | $1.16B | $1.15B | |
| AOCI | $-52M | $-48M | $-13M | $-7M | $-25M | $-78M | $-117M | $-130M | $-156M | $-121M | $-97M | $-118M | |
| Stockholders' Equity | $2.28B | $1.99B | $1.66B | $1.45B | $1.34B | $1.19B | $1.13B | $974M | $857M | $817M | $770M | $703M | |
| Liabilities + Equity | $3.36B | $2.89B | $2.47B | $2.24B | $2.24B | $2.12B | $2.02B | $1.78B | $1.67B | $1.55B | $1.41B | $1.32B |
Cashflow 15
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $70M | $56M | $47M | $46M | $37M | $21M | $17M | $13M | $15M | $15M | $16M | $16M | |
| Deferred Tax | · | $4M | $-1M | $9M | $-2M | $-5M | $3M | $-1M | $27M | $-2.0K | $-15M | $-3M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $9M | $7M | |
| Other Non-cash | $58M | $-50M | $-111M | $12M | $70M | $33M | $28M | $-37M | $-42M | $29M | $41M | · | |
| Operating Cash Flow | $687M | $611M | $381M | $366M | $403M | $343M | $365M | $264M | $197M | $254M | $217M | $186M | |
| CapEx | $116M | $125M | $93M | $67M | $149M | $56M | $102M | $56M | $29M | $25M | · | · | |
| Investing Cash Flow | $-439M | $-227M | $-158M | $-107M | $-185M | $-243M | $-125M | $-81M | $-75M | $-137M | $622.0K | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | $0 | $0 | $20M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $0 | $0 | $-20M | |
| Dividends Paid | $254M | $238M | $222M | $207M | $193M | $273M | $168M | $156M | $146M | $136M | $127M | $119M | |
| Financing Cash Flow | $-200M | $-230M | $-222M | $-301M | $-195M | $-275M | $-170M | $-131M | $-96M | $-111M | $-127M | · | |
| Net Change in Cash | $47M | $154M | $2M | $-42M | $22M | $-175M | $70M | $51M | $27M | $6M | $91M | · | |
| Taxes Paid | $104M | $160M | $104M | $81M | $84M | $83M | $73M | $59M | $106M | $105M | $106M | $95M | |
| Free Cash Flow | $571M | $486M | $289M | $299M | $254M | $287M | $262M | $207M | · | · | · | · | |
| Levered FCF | · | · | $289M | $297M | $251M | $286M | $262M | $205M | · | · | · | · |
Rentabilität 7
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 17.6% | 17.8% | 15.9% | 13.2% | 12.1% | 13.3% | 14.4% | 14.4% | 17.1% | 18.3% | 15.4% | · | |
| Net Margin | 13.8% | 15.8% | 13.7% | 10.5% | 11.3% | 11.6% | 12.8% | 12.1% | 11.6% | 13.2% | 11.6% | 2.7% | |
| Pretax Margin | 17.5% | 20.0% | 17.2% | 13.2% | 14.3% | 14.5% | 16.0% | 15.6% | 18.7% | 20.1% | 17.7% | 13.6% | |
| EBITDA Margin | 19.3% | 19.3% | 17.4% | 14.9% | 13.5% | 14.2% | 15.1% | 15.0% | 17.9% | 19.3% | 16.5% | · | |
| ROA | 17.9% | 22.4% | 18.9% | 13.3% | 13.7% | 14.2% | 16.7% | 16.7% | 12.3% | 14.2% | 12.8% | 0.98% | |
| ROE | 25.0% | 30.5% | 27.2% | 21.3% | 22.7% | 24.1% | 28.1% | 30.4% | 23.5% | 26.5% | 23.7% | 23.4% | |
| ROIC | 24.7% | 27.0% | 24.8% | 20.6% | 17.5% | 21.0% | 23.2% | 24.9% | 19.3% | 22.8% | 19.8% | · |
Liquidität & Solvenz 5
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | 1.3 | 1.2 | 1.2 | 1.2 | 1.5 | 2.1 | 1.6 | 1.4 | 1.4 | · | |
| Quick Ratio | 0.8 | 0.9 | 0.9 | 0.8 | 0.8 | 0.8 | · | 0.5 | 0.6 | 0.5 | 0.5 | · | |
| Debt / Equity | · | · | · | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | · | · | |
| Interest Coverage | · | · | · | 187.3 | 77.0 | 462.6 | 417.5 | 140.0 | 232.9 | 2894.7 | · | · |
Effizienz 2
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.4 | 1.4 | 1.3 | 1.2 | 1.2 | 1.3 | 1.4 | 1.1 | 1.1 | 1.1 | 0.4 | |
| Receivables Turnover | 5.6 | 5.7 | 5.7 | 5.7 | 5.4 | 5.3 | · | · | · | · | · | · |
Wachstumsraten 7
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.2% | 16.1% | 15.1% | 7.8% | 3.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.7% | 13.0% | 8.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -6.8% | 34.6% | 49.4% | 0.24% | 1.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 23.3% | 26.3% | 15.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -1.4% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM) 4
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.07B | $3.80B | $3.27B | $2.84B | $2.63B | $2.54B | $2.48B | $2.38B | $1.69B | $1.60B | $1.51B | $1.41B | |
| Net Income TTM | $559M | $600M | $446M | $299M | $298M | $293M | $317M | $288M | $197M | $210M | $175M | $168M | |
| Payout Ratio | 45.5% | 39.6% | 49.7% | 69.2% | 64.7% | 93.0% | 52.9% | 54.3% | 74.0% | 64.6% | 72.6% | 70.8% | |
| Annual Payout | $254M | $238M | $222M | $207M | $193M | $273M | $168M | $156M | $146M | $136M | $127M | $119M |
Gewinn- und Verlustrechnung 9
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.09B | $1.01B | $951M | $1.07B | $1.06B | $989M | $924M | $1000M | $990M | $881M | $859M | $840M | $752M | $741M | $726M | $672M | |
| Operating Expenses | $886M | $845M | $793M | $858M | $861M | $838M | $757M | $820M | $800M | $742M | $710M | $706M | $642M | $635M | $622M | $588M | |
| Operating Income | $204M | $167M | $158M | $209M | $199M | $151M | $167M | $180M | $190M | $139M | $148M | $134M | $111M | $106M | $104M | $84M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $115.0K | $895.0K | $999.0K | |
| Other Non-op | $1M | $1M | $464.0K | $2M | $2M | $4M | $4M | $1M | $3M | $3M | $3M | $3M | $3M | $562.0K | $337.0K | $473.0K | |
| Pretax Income | $228M | $190M | $82M | $233M | $221M | $175M | $192M | $201M | $207M | $157M | $164M | $149M | $109M | $106M | $101M | $87M | |
| Income Tax | $48M | $40M | $19M | $50M | $46M | $36M | $40M | $41M | $43M | $33M | $33M | $31M | $23M | $22M | $21M | $18M | |
| Net Income | $180M | $150M | $63M | $183M | $175M | $138M | $152M | $160M | $164M | $125M | $131M | $118M | $86M | $84M | $80M | $69M | |
| EBITDA | $204M | $167M | · | $209M | $199M | $151M | · | $180M | $190M | $139M | $148M | $134M | $111M | $106M | $104M | $84M |
Bilanz 18
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $753M | $743M | $736M | $780M | $769M | $720M | $707M | $737M | $708M | $642M | $621M | $591M | $533M | $544M | $538M | $479M | |
| Prepaid Expense | $93M | $80M | $66M | $74M | $71M | $78M | $84M | $80M | $84M | $69M | $71M | $66M | $63M | $49M | $51M | $79M | |
| Current Assets | $1.21B | $1.16B | $1.20B | $1.50B | $1.27B | $1.12B | $1.15B | $1.10B | $1.02B | $942M | $874M | $873M | $784M | $724M | $743M | $751M | |
| Other Non-current Assets | $49M | $49M | $48M | $46M | $47M | $48M | $43M | $48M | $48M | $49M | $36M | $35M | $32M | $45M | $48M | $50M | |
| Total Assets | $3.56B | $3.38B | $3.36B | $3.32B | $3.13B | $2.97B | $2.89B | $2.86B | $2.69B | $2.56B | $2.39B | $2.33B | $2.22B | $2.18B | $2.18B | $2.22B | |
| Accounts Payable | $206M | $229M | $201M | $200M | $193M | $211M | $190M | $195M | $199M | $213M | $166M | $165M | $168M | $149M | $142M | $186M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $40M | · | |
| Current Liabilities | $968M | $900M | $946M | $898M | $862M | $812M | $803M | $807M | $772M | $728M | $681M | $652M | $612M | $634M | $637M | $601M | |
| Deferred Tax | $19M | $20M | $25M | $20M | $476.0K | $4M | $6M | $13M | $5M | $7M | $11M | $16M | $16M | · | · | · | |
| Other Non-current Liabilities | $24M | $22M | $23M | $23M | $14M | $14M | $23M | $23M | $22M | $28M | $25M | $25M | $25M | $26M | $27M | $27M | |
| Total Liabilities | $1.09B | $1.02B | $1.07B | $1.02B | $944M | $901M | $901M | $916M | $863M | $830M | $783M | $781M | $737M | $821M | $841M | $890M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $93M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $40M | $93M | |
| Retained Earnings | $3.66B | $3.55B | $3.46B | $3.47B | $3.35B | $3.24B | $3.16B | $3.07B | $2.97B | $2.87B | $2.75B | $2.68B | $2.61B | $2.57B | $2.54B | $2.51B | |
| Treasury Stock | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | |
| AOCI | $-63M | $-64M | $-52M | $-31M | $-36M | $-42M | $-48M | $2M | $-17M | $-15M | $-13M | $-4M | $338.0K | $-89M | $-74M | $-50M | |
| Stockholders' Equity | $2.47B | $2.35B | $2.28B | $2.31B | $2.18B | $2.07B | $1.99B | $1.95B | $1.83B | $1.73B | $1.61B | $1.54B | $1.49B | $1.36B | $1.34B | $1.33B | |
| Liabilities + Equity | $3.56B | $3.38B | $3.36B | $3.32B | $3.13B | $2.97B | $2.89B | $2.86B | $2.69B | $2.56B | $2.39B | $2.33B | $2.22B | $2.18B | $2.18B | $2.22B |
Cashflow 9
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $215M | $92M | $172M | $219M | $178M | $118M | $193M | $199M | $131M | $87M | $53M | $132M | $48M | $132M | $83M | $24M | |
| CapEx | $42M | $37M | $31M | $35M | $20M | $30M | $47M | $28M | $28M | $22M | $27M | $26M | $19M | $23M | $13M | $15M | |
| Investing Cash Flow | $-146M | $-89M | $-338M | $36M | $-39M | $-98M | $-57M | $-91M | $-53M | $-27M | $-37M | $-56M | $-12M | $-33M | $-28M | $-14M | |
| Dividends Paid | $68M | $68M | $64M | $64M | $64M | $64M | $59M | $59M | $59M | $59M | $55M | $55M | $55M | $52M | $52M | $52M | |
| Financing Cash Flow | $-55M | $-80M | $-56M | $-44M | $-41M | $-58M | $-60M | $-58M | $-53M | $-59M | $-55M | $-55M | $-55M | $-92M | $-105M | $-52M | |
| Net Change in Cash | $14M | $-77M | $-223M | $211M | $98M | $-38M | $77M | $51M | $26M | $817.0K | $-40M | $21M | $-20M | $7M | $-51M | $-42M | |
| Taxes Paid | $100M | $7.0K | $-1.0K | $31M | $73M | $-20.0K | $36M | $44M | $83M | $-3M | $32M | $36M | $370.0K | $21M | $39M | $-17.0K | |
| Free Cash Flow | · | $54M | · | · | · | $88M | · | · | · | $65M | · | · | $29M | · | · | $8M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | $29M | · | · | $7M |
Rentabilität 7
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 18.7% | 16.5% | · | 19.6% | 18.8% | 15.3% | · | 18.0% | 19.2% | 15.8% | 17.3% | 16.0% | 14.7% | 14.4% | 14.3% | 12.5% | |
| Net Margin | 16.5% | 14.9% | · | 17.1% | 16.5% | 14.0% | · | 16.0% | 16.6% | 14.1% | 15.3% | 14.0% | 11.5% | 11.4% | 11.0% | 10.2% | |
| Pretax Margin | 20.9% | 18.8% | · | 21.8% | 20.8% | 17.7% | · | 20.1% | 20.9% | 17.9% | 19.1% | 17.8% | 14.5% | 14.3% | 14.0% | 12.9% | |
| EBITDA Margin | 18.7% | 16.5% | · | 19.6% | 18.8% | 15.3% | · | 18.0% | 19.2% | 15.8% | 17.3% | 16.0% | 14.7% | 14.4% | 14.3% | 12.5% | |
| ROA | 5.4% | 4.7% | · | 5.9% | 6.0% | 5.0% | · | 6.1% | 6.5% | 5.2% | 5.7% | 5.2% | 3.9% | 3.8% | 3.7% | 3.2% | |
| ROE | 7.8% | 6.8% | · | 8.6% | 8.7% | 7.3% | · | 9.0% | 9.7% | 7.8% | 8.8% | 8.2% | 6.1% | 6.4% | 6.2% | 5.4% | |
| ROIC | 6.5% | 5.6% | · | 7.1% | 7.2% | 5.8% | · | 7.4% | 8.2% | 6.4% | 7.4% | 6.9% | 5.9% | 6.2% | 6.0% | 4.7% |
Liquidität & Solvenz 5
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.3 | · | 1.7 | 1.5 | 1.4 | · | 1.4 | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | 1.1 | 1.2 | 1.2 | |
| Quick Ratio | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.8 | 0.8 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.1 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.1 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | 925.8 | 116.2 | 84.4 |
Effizienz 2
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Receivables Turnover | 1.4 | 1.4 | · | 1.4 | 1.4 | 1.5 | · | 1.5 | 1.5 | 1.5 | 1.5 | 1.5 | 1.5 | 1.4 | 1.4 | 1.4 |
Bewertung (TTM) 3
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.23B | $4.13B | · | $4.12B | $4.04B | $3.86B | · | $3.73B | $3.57B | $3.33B | $3.19B | $3.06B | $2.89B | $2.83B | $2.77B | $2.67B | |
| Net Income TTM | $688M | $646M | · | $656M | $637M | $587M | · | $579M | $537M | $460M | $419M | $369M | $319M | $323M | $318M | $311M | |
| Payout Ratio | · | 45.3% | · | · | · | 45.9% | · | · | · | 47.7% | · | · | 64.3% | · | · | 75.3% |
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
Gewinn- und Verlustrechnung
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Umsatz | $4.07B | $3.80B | $3.27B | $2.84B | $2.63B |
| Betriebsgewinnmarge % | 17.6% | 17.8% | 15.9% | 13.2% | 12.1% |
| Nettoergebnis | $559M | $600M | $446M | $299M | $298M |
Bilanz
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital | — | — | — | 0.0 | 0.1 |
| Liquiditätsgrad | 1.3 | 1.4 | 1.3 | 1.2 | 1.2 |
| Quick Ratio | 0.8 | 0.9 | 0.9 | 0.8 | 0.8 |
Cashflow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Freier Cashflow | $571M | $486M | $289M | $299M | $254M |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
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Institutionelle Eigentümer (13F) 474 Einreicher · $3.5B 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 |
|---|---|---|---|---|
| 82 (+22 vs. Vorquartal) | 39 (-22 vs. Vorquartal) | 172 (+8 vs. Vorquartal) | 118 (-5 vs. Vorquartal) | -384K |
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 |
|---|---|---|---|---|
| PNC Financial Services Group, Inc. | $1.156.385.935 | 4.823.299 | 32,69% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $392.213.259 | 1.635.926 | 11,09% | Aktien |
| STATE STREET CORP | $344.645.900 | 1.437.522 | 9,74% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $266.364.168 | 1.111.008 | 7,53% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $197.619.163 | 826.983 | 5,59% | Aktien |
| ProShare Advisors LLC | $153.784.523 | 641.437 | 4,35% | Aktien |
| BANK OF AMERICA CORP /DE/ | $79.705.607 | 332.453 | 2,25% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $54.209.873 | 226.110 | 1,53% | Aktien |
| NORGES BANK | $41.085.718 | 171.369 | 1,16% | Aktien |
| NOMURA ASSET MANAGEMENT CO LTD | $37.367.915 | 155.862 | 1,06% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $33.561.883 | 139.987 | 0,95% | Aktien |
| BNP PARIBAS FINANCIAL MARKETS | $29.338.687 | 122.372 | 0,83% | Aktien |
| Erste Asset Management GmbH | $24.938.550 | 105.000 | 0,70% | Aktien |
| GOLDMAN SACHS GROUP INC | $24.613.215 | 102.662 | 0,70% | Aktien |
| BARCLAYS PLC | $23.462.176 | 97.861 | 0,66% | Aktien |
| Summit Trail Advisors, LLC | $22.249.759 | 92.804 | 0,63% | Aktien |
| CWA Asset Management Group, LLC | $21.843.678 | 91.110 | 0,62% | Aktien |
| Mitsubishi UFJ Asset Management Co., Ltd. | $19.414.955 | 80.980 | 0,55% | Aktien |
| Columbia Asset Management | $17.403.914 | 72.592 | 0,49% | Aktien |
| Swiss National Bank | $17.151.715 | 71.540 | 0,48% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $16.995.158 | 70.887 | 0,48% | Aktien |
| Sumitomo Mitsui Trust Group, Inc. | $16.899.258 | 70.487 | 0,48% | Aktien |
| Allegheny Financial Group | $15.739.011 | 65.647 | 0,44% | Aktien |
| VANGUARD GROUP INC | $15.124.227 | 52.762 | 0,43% | Aktien |
| TRUIST FINANCIAL CORP | $14.551.866 | 60.696 | 0,41% | Aktien |
| Voleon Capital Management LP | $13.967.835 | 58.260 | 0,39% | Aktien |
| Caisse de depot et placement du Quebec | $13.121.997 | 54.732 | 0,37% | Aktien |
| Vanguard Global Advisers, LLC | $12.508.956 | 52.175 | 0,35% | Aktien |
| MORGAN STANLEY | $12.144.297 | 50.654 | 0,34% | Aktien |
| PDT Partners, LLC | $11.722.576 | 48.895 | 0,33% | Aktien |
| RHUMBLINE ADVISERS | $10.908.340 | 45.499 | 0,31% | Aktien |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $10.788.750 | 45.000 | 0,30% | Aktien |
| Balyasny Asset Management L.P. | $10.370.147 | 43.254 | 0,29% | Aktien |
| JANE STREET GROUP, LLC | $9.805.775 | 40.900 | 0,28% | Kaufoption |
| AMERICAN CENTURY COMPANIES INC | $9.742.481 | 40.636 | 0,28% | Aktien |
| Swiss Life Asset Management Ltd | $9.525.747 | 39.732 | 0,27% | Aktien |
| RENAISSANCE TECHNOLOGIES LLC | $7.669.842 | 31.991 | 0,22% | Aktien |
| Fideuram Asset Management (Ireland) dac | $7.248.426 | 30.045 | 0,20% | Aktien |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.186.963 | 28.598 | 0,20% | Aktien |
| PRINCIPAL FINANCIAL GROUP INC | $7.054.644 | 29.425 | 0,20% | Aktien |
| MAI Capital Management | $7.028.032 | 29.314 | 0,20% | Aktien |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6.869.557 | 28.653 | 0,19% | Aktien |
| CAPITAL FUND MANAGEMENT S.A. | $6.780.369 | 28.281 | 0,19% | Aktien |
| Gotham Asset Management, LLC | $6.634.122 | 27.671 | 0,19% | Aktien |
| Quantinno Capital Management LP | $6.617.724 | 27.602 | 0,19% | Aktien |
| Holocene Advisors, LP | $6.518.563 | 27.189 | 0,18% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.353.375 | 26.500 | 0,18% | Kaufoption |
| ALLIANCEBERNSTEIN L.P. | $6.168.655 | 24.546 | 0,17% | Aktien |
| Focus Partners Wealth | $6.148.544 | 25.645 | 0,17% | Aktien |
| Rodgers Brothers Inc. | $5.697.899 | 23.766 | 0,16% | Aktien |
| Cresset Asset Management, LLC | $5.368.270 | 22.391 | 0,15% | Aktien |
| YOUSIF CAPITAL MANAGEMENT, LLC | $5.339.712 | 22.272 | 0,15% | Aktien |
| Legal & General Group Plc | $5.284.572 | 22.042 | 0,15% | Aktien |
| Cubist Systematic Strategies, LLC | $5.183.524 | 16.293 | 0,15% | Aktien |
| Rehmann Capital Advisory Group | $4.998.667 | 19.890 | 0,14% | Aktien |
| Mitsubishi UFJ Trust & Banking Corp | $4.647.554 | 19.385 | 0,13% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $4.622.759 | 19.282 | 0,13% | Aktien |
| Schonfeld Strategic Advisors LLC | $4.595.766 | 19.169 | 0,13% | Aktien |
| SOL Capital Management CO | $4.467.778 | 12.724 | 0,13% | Aktien |
| COOK WEALTH MANAGEMENT GROUP LLC | $4.467.778 | 12.724 | 0,13% | Aktien |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.444.725 | 18.539 | 0,13% | Aktien |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.275.702 | 17.834 | 0,12% | Aktien |
| Resona Asset Management Co.,Ltd. | $4.222.447 | 17.700 | 0,12% | Aktien |
| HBK Sorce Advisory LLC | $4.048.448 | 16.143 | 0,11% | Aktien |
| BlackRock, Inc. | $3.949.402 | 16.473 | 0,11% | Aktien |
| APG Asset Management N.V. | $3.902.307 | 18.609 | 0,11% | Aktien |
| Cerity Partners LLC | $3.880.357 | 16.185 | 0,11% | Aktien |
| CITADEL ADVISORS LLC | $3.836.000 | 16.000 | 0,11% | Kaufoption |
| VICTORY CAPITAL MANAGEMENT INC | $3.497.233 | 14.587 | 0,10% | Aktien |
| Quantbot Technologies LP | $3.465.826 | 14.456 | 0,10% | Aktien |
| WEDGEWOOD INVESTORS INC /PA/ | $3.463.908 | 14.448 | 0,10% | Aktien |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $3.427.468 | 14.296 | 0,10% | Aktien |
| Mediolanum International Funds Ltd | $3.333.928 | 14.037 | 0,09% | Aktien |
| AVIVA PLC | $3.186.278 | 13.290 | 0,09% | Aktien |
| UBS Group AG | $3.033.797 | 12.654 | 0,09% | Aktien |
| Vanguard Investments Australia, Ltd. | $2.787.334 | 11.626 | 0,08% | Aktien |
| Asset Management One Co., Ltd. | $2.776.473 | 11.048 | 0,08% | Aktien |
| PRUDENTIAL FINANCIAL INC | $2.647.799 | 11.044 | 0,07% | Aktien |
| CITADEL ADVISORS LLC | $2.626.701 | 10.956 | 0,07% | Aktien |
| BANK OF MONTREAL /CAN/ | $2.562.208 | 10.687 | 0,07% | Aktien |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.514.799 | 10.396 | 0,07% | Aktien |
| MARSHALL WACE, LLP | $2.444.492 | 10.196 | 0,07% | Aktien |
| Pictet Asset Management Holding SA | $2.429.147 | 10.132 | 0,07% | Aktien |
| KLP KAPITALFORVALTNING AS | $2.373.525 | 9.900 | 0,07% | Aktien |
| Man Group plc | $2.367.292 | 9.874 | 0,07% | Aktien |
| Creative Planning | $2.363.463 | 9.858 | 0,07% | Aktien |
| PANAGORA ASSET MANAGEMENT INC | $2.275.467 | 9.491 | 0,06% | Aktien |
| Snowden Capital Advisors LLC | $2.197.069 | 9.164 | 0,06% | Aktien |
| State of New Jersey Common Pension Fund D | $2.091.579 | 8.724 | 0,06% | Aktien |
| CITIGROUP INC | $2.064.967 | 8.613 | 0,06% | Aktien |
| SummitTX Capital, L.P. | $1.973.622 | 8.232 | 0,06% | Aktien |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $1.909.129 | 7.963 | 0,05% | Aktien |
| Lansforsakringar Fondforvaltning AB (publ) | $1.806.756 | 7.536 | 0,05% | Aktien |
| Rafferty Asset Management, LLC | $1.773.910 | 7.399 | 0,05% | Aktien |
| CIBC Asset Management Inc | $1.771.992 | 7.391 | 0,05% | Aktien |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.762.402 | 7.351 | 0,05% | Aktien |
| ARIZONA STATE RETIREMENT SYSTEM | $1.746.339 | 7.284 | 0,05% | Aktien |
| Public Sector Pension Investment Board | $1.741.064 | 7.262 | 0,05% | Aktien |
| Czech National Bank | $1.733.632 | 7.231 | 0,05% | Aktien |
| Headlands Technologies LLC | $1.731.954 | 7.224 | 0,05% | Aktien |
Unternehmensinsider 83 Insider · 49 Führungskräfte · 23 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Timothy G Necastro | President & CEO | 21. Juli 2026 J | 15.061 | 0 | 0 | $0 |
| John J Brinling JR | Interim President & CEO | 23. Mai 2008 A | 28.883 | 0 | 0 | $0 |
| Julie Marie Pelkowski | EVP & CFO | 31. Juli 2026 J | 675 | 0 | 0 | $0 |
| Gregory J Gutting | EVP & CFO | 30. April 2023 J | 297 | 0 | 0 | $0 |
| Marcia A Dall | EVP & CFO | 20. Juni 2014 A | 6.648 | 0 | 0 | $0 |
| Philip A Garcia | Executive VP & CFO | 23. Januar 2009 A | 11.525 | 0 | 0 | $0 |
| Terrence W Cavanaugh | President | 6. Dezember 2016 G | 59.439 | 0 | 0 | $0 |
| Cody Cook | Executive Vice President | 31. Juli 2026 J | 1.159 | 0 | 0 | $0 |
| Sarah Shine | Executive Vice President | 31. Juli 2026 J | 569 | 0 | 0 | $0 |
| Anthony Dabreo | Senior Vice President, Life | 31. Juli 2026 J | 921 | 0 | 0 | $0 |
| Douglas Edward Smith | EVP | 31. Juli 2026 J | 5.172 | 0 | 0 | $0 |
| Sean Dugan | Executive Vice President | 21. Juli 2026 J | — | 0 | 0 | $0 |
| Parthasarathy Srinivasa | EVP, Chief Information Officer | 21. Juli 2026 J | — | 0 | 0 | $0 |
| Jorie L Novacek | SVP, Controller | 21. Juli 2026 J | — | 0 | 0 | $0 |
| Brian W. Bolash | EVP,Secretary,General Counsel | 21. Juli 2026 J | — | 0 | 0 | $0 |
| Marc Cipriani | Senior Vice President | 21. Juli 2026 J | 15.997 | 0 | 0 | $0 |
| Lorianne Feltz-Upperman | Executive Vice President | 30. Juni 2024 J | 4.561 | 0 | 0 | $0 |
| Louis F Colaizzo | SVP | 30. April 2024 J | 3.568 | 0 | 0 | $0 |
| Robert Ingram | Executive VP & CIO | 20. Oktober 2021 J | 14.504 | 0 | 0 | $0 |
| Oakley Dionne Wallace | EVP | 31. Juli 2021 J | 1.994 | 0 | 0 | $0 |
| Michael A Plazony | Senior Vice President | 3. Januar 2017 J | 2.375 | 0 | 0 | $0 |
| George D Dufala | Executive Vice President | 30. Juni 2016 S | 0 | 0 | 0 | $0 |
| Richard F Burt JR | Senior Vice President | 20. Juni 2014 A | 3.036 | 0 | 0 | $0 |
| Scott W. Beilharz | Vice President | 1. April 2014 J | 102 | 0 | 0 | $0 |
| Robert W Mcnutt | Vice President & Treasurer | 1. April 2014 J | 190 | 0 | 0 | $0 |
| Sherri A Silver | Senior Vice President | 1. April 2014 J | 460 | 0 | 0 | $0 |
| Matthew W Myers | Senior Vice President | 1. April 2014 J | 2.790 | 0 | 0 | $0 |
| Christopher J Zimmer | Senior Vice President | 1. April 2014 J | 6.491 | 0 | 0 | $0 |
| Jeffrey W Brinling | Senior Vice President | 1. April 2014 J | 8.484 | 0 | 0 | $0 |
| Jayashree Ishwar | Senior Vice President | 3. Februar 2014 J | 6 | 0 | 0 | $0 |
| Randall T Peterman | Senior Vice President | 3. Februar 2014 J | 716 | 0 | 0 | $0 |
| Christina M Marsh | Senior Vice President | 3. Februar 2014 J | 770 | 0 | 0 | $0 |
| Gary D Veshecco | Senior Vice President | 18. September 2013 S | 130 | 0 | 0 | $0 |
| Bradley C Eastwood | Senior VP & Chief Actuary | 9. August 2013 P | 250 | 0 | 0 | $0 |
| TANOUS JAMES J | Exec VP,Secy & General Counsel | 1. Mai 2013 J | 11.528 | 0 | 0 | $0 |
| Ann H Zaprazny | Senior Vice President | 28. Dezember 2012 P | 200 | 0 | 0 | $0 |
| Michael S Zavasky | Executive Vice President | 17. September 2012 S | 501 | 0 | 0 | $0 |
| John R Patun | Vice President | 2. Juli 2012 J | 122 | 0 | 0 | $0 |
| Bradley G Postema | Senior Vice President & CIO | 27. März 2012 P | 100 | 0 | 0 | $0 |
| Timothy G Maher | Senior Vice President | 21. Juli 2011 A | 1.302 | 0 | 0 | $0 |
| Douglas F Ziegler | Senior VP, Treasurer & CIO | 21. Juli 2011 A | 30.347 | 0 | 0 | $0 |
| Terry L Hamman | Regional Vice President | 16. Juni 2009 A | 3.204 | 0 | 0 | $0 |
| Patricia A Rech | Senior Vice President | 3. November 2008 J | 6.291 | 0 | 0 | $0 |
| Kevin A Marti | Executive Vice President-EFL | 1. Oktober 2008 J | 448 | 0 | 0 | $0 |
| Michael J Krahe | Executive Vice President | 1. Juli 2008 J | 2.880 | 0 | 0 | $0 |
| Thomas B Morgan | Executive Vice President | 1. Februar 2008 J | 10.077 | 0 | 0 | $0 |
| William F Hirt | Chairman of the Board | 23. April 2007 J | 1.868.084 | 0 | 0 | $0 |
| Jan R Van Gorder | Sr Exec VP, Secy & Gen Counsel | 8. Dezember 2006 G | 13.914 | 0 | 0 | $0 |
| James R Roehm | Former Senior Vice President | 20. Juni 2006 G | 4.033 | 0 | 0 | $0 |
| William David Edwards | Direktor | 31. Juli 2026 J | — | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
Aktivisten & 5%+-Eigentümer 7 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 |
|---|---|---|---|---|---|
| Thomas B. Hagen, Hagen Family Limited Partnership | 21. November 2008 | — | Erste Einreichung | — | SEC |
| Elizabeth A. Vorsheck | 30. Juli 2007 | — | Erste Einreichung | — | SEC |
| 24. Juli 2007 | — | Erste Einreichung | — | SEC | |
| 6. April 2007 | — | Erste Einreichung | — | SEC | |
| Susan Hirt Hagen ×4 Einreichungen | 14. Februar 2006 | — | Erste Einreichung | — | SEC |
| 27. Januar 2006 | — | Erste Einreichung | — | SEC | |
| Sentinel Trust Company, LBA | 24. Januar 2006 | — | Erste Einreichung | — | 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 108 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 |
|---|---|---|---|---|
| RSPF · Invesco Exchange-Traded Fund Trust | 1,31% | 15.994 SH | 19. August 2026 | Täglich |
| KNG · First Trust Exchange-Traded Fund IV | 1,26% | 193.141 NS | 30. April 2026 | N-PORT |
| NOBL · ProShares Trust | 1,23% | 639.031 NS | 31. Mai 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,12% | 100.724 SH | 19. August 2026 | Täglich |
| SOVF · Elevation Series Trust | 0,46% | 1.988 NS | 30. April 2026 | N-PORT |
| BTAL · AGF Investments Trust | 0,43% | 5.060 NS | 30. Juni 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0,42% | 26.339 NS | 30. April 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,37% | 12.074 NS | 31. Mai 2026 | N-PORT |
| SIZE · iShares Trust | 0,22% | 3.714 SH | 19. August 2026 | Täglich |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 802.978 SH | 19. August 2026 | Täglich |
| EUSA · iShares, Inc. | 0,20% | 15.390 SH | 19. August 2026 | Täglich |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,19% | 21.030 SH | 19. August 2026 | Täglich |
| VBK · VANGUARD INDEX FUNDS | 0,17% | 337.278 SH | 19. August 2026 | Täglich |
| BKMC · BNY Mellon ETF Trust | 0,15% | 4.151 NS | 30. April 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0,14% | 607.566 NS | 31. Mai 2026 | N-PORT |
| ISCG · iShares Trust | 0,11% | 4.368 SH | 19. August 2026 | Täglich |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 10.211 NS | 30. April 2026 | N-PORT |
| ISCB · iShares Trust | 0,10% | 1.129 SH | 19. August 2026 | Täglich |
| ISCV · iShares Trust | 0,09% | 2.527 SH | 19. August 2026 | Täglich |
| FNDA · SCHWAB STRATEGIC TRUST | 0,09% | 36.476 NS | 31. Mai 2026 | N-PORT |
| ACWV · iShares, Inc. | 0,09% | 11.420 SH | 19. August 2026 | Täglich |
| USMV · iShares Trust | 0,09% | 80.473 SH | 19. August 2026 | Täglich |
| CSM · ProShares Trust | 0,08% | 2.012 NS | 31. Mai 2026 | N-PORT |
| HDV · iShares Trust | 0,07% | 43.392 SH | 19. August 2026 | Täglich |
| VB · VANGUARD INDEX FUNDS | 0,07% | 582.906 SH | 19. August 2026 | Täglich |
| VFH · VANGUARD WORLD FUND | 0,07% | 41.398 SH | 19. August 2026 | Täglich |
| FNCL · FIDELITY COVINGTON TRUST | 0,07% | 6.691 NS | 30. April 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,06% | 30 NS | 31. Mai 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,06% | 1.771 NS | 31. Mai 2026 | N-PORT |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0,06% | 46.529 SH | 19. August 2026 | Täglich |
| FAS · Direxion Shares ETF Trust | 0,05% | 4.858 NS | 30. April 2026 | N-PORT |
| PABU · iShares Trust | 0,05% | 5.046 SH | 19. August 2026 | Täglich |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,05% | 952 NS | 31. Mai 2026 | N-PORT |
| UYG · ProShares Trust | 0,05% | 1.566 NS | 31. Mai 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0,05% | 15 NS | 31. Mai 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,04% | 1.314 SH | 19. August 2026 | Täglich |
| PALC · Pacer Funds Trust | 0,04% | 421 NS | 30. April 2026 | N-PORT |
| IXG · iShares Trust | 0,04% | 1.070 SH | 19. August 2026 | Täglich |
| DGRO · iShares Trust | 0,04% | 61.560 SH | 19. August 2026 | Täglich |
| XOEF · iShares Trust | 0,04% | 32 SH | 19. August 2026 | Täglich |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,03% | 19.973 NS | 31. Mai 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,03% | 143.529 SH | 19. August 2026 | Täglich |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 360 NS | 31. Mai 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 531 NS | 30. April 2026 | N-PORT |
| QUAL · iShares Trust | 0,02% | 46.389 SH | 19. August 2026 | Täglich |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 856 NS | 31. Mai 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,02% | 11.529 NS | 31. Mai 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,02% | 8.593 SH | 19. August 2026 | Täglich |
| DFAC · Dimensional ETF Trust | 0,02% | 43.765 NS | 30. April 2026 | N-PORT |
| IVE · iShares Trust | 0,02% | 41.663 SH | 19. August 2026 | Täglich |