GSHD Klasse A Goosehead Insurance, Inc. - Class A Common Stock
NASDAQ · Insurance · Auf SEC EDGAR ansehen ↗ Schließen Okt 2, 2026 10-K/10-Q Jul 23, 2026
$45,51
· % der 52-Wochen-Spanne
· über Tiefststand
· zu hoch
$33,6852-Wochen-Tief
$79,8552-Wochen-Hoch
P/E
70.8
EPS
$1.04
Umsatz
$365M
Ihre Abzeichen
52W-Spanne
$34–$80
Analystenbewertung
BUY
Kursziel
$69
P/E
70.8
ROE
-107.8%
Nettogewinnmarge
8.8%
Ihre Abzeichenleiste ist leer – heften Sie eine Kennzahl auf dieser Seite an.
GSHD Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$45.51
P/E
70.8
EPS
$1.04
Umsatz
$365M
ROE
-107.8%
Verschuldungsgrad (MRQ)
-2.8
52W-Spanne
$34–$80
GSHD Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Spanne
Balken
Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz$365M2019-12-31 → 2025-12-31
EPS$1.042019-12-31 → 2025-12-31
Freier Cashflow$86M2019-12-31 → 2025-12-31
Nettogewinnmarge8.8%2019-12-31 → 2025-12-31
Bewertung & Kennzahlen
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
| Kennzahl | 5-Jahres-Trend | GSHD | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| P/E | 70.85-Jahres-Durchschnitt ≈389.2 | ≈389.2 | 20.7 | Überbewertet | |
| PEG Ratio (PEG-Ratio) | ≈4.6 | · | · | · |
Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
| Kennzahl | 5-Jahres-Trend | GSHD | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Betriebsgewinnmarge (TTM) | 23.3%5-Jahres-Durchschnitt ≈12.6% | ≈12.6% | 19.9% | Spitzenklasse | |
| EBITDA-Marge (TTM) | 26.3%5-Jahres-Durchschnitt ≈16.0% | ≈16.0% | 19.7% | Spitzenklasse | |
| Vorgewinnmarge (TTM) | 17.6%5-Jahres-Durchschnitt ≈9.1% | ≈9.1% | 14.3% | Spitzenklasse | |
| Nettogewinnmarge (TTM) | 8.8%5-Jahres-Durchschnitt ≈5.3% | ≈5.3% | 4.2% | Spitzenklasse | |
| ROA | 6.9%5-Jahres-Durchschnitt ≈4.3% | ≈4.3% | 4.7% | Spitzenklasse | |
| ROE | -107.8%5-Jahres-Durchschnitt ≈-14.4% | ≈-14.4% | 8.7% | Schwach | |
| ROIC | 32.6%5-Jahres-Durchschnitt ≈23.6% | ≈23.6% | 13.6% | Spitzenklasse |
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
| Kennzahl | 5-Jahres-Trend | GSHD | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital (MRQ) | -2.85-Jahres-Durchschnitt ≈0.1 | ≈0.1 | 0.8 | Geringe Verschuldung | |
| Liquiditätsgrad (MRQ) | 1.55-Jahres-Durchschnitt ≈1.8 | ≈1.8 | 1.3 | Im Einklang | |
| Quick Ratio | 0.65-Jahres-Durchschnitt ≈0.9 | ≈0.9 | 0.4 | Im Einklang | |
| Langfristige Schulden / Eigenkapital (MRQ) | -2.85-Jahres-Durchschnitt ≈-0.1 | ≈-0.1 | 0.9 | Geringe Verschuldung |
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
| Kennzahl | 5-Jahres-Trend | GSHD | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Revenue YoY (Umsatz YoY) | 16.2%5-Jahres-Durchschnitt ≈25.8% | ≈25.8% | · | · | |
| Revenue CAGR 3Y (Umsatz CAGR 3J) | 20.4%5-Jahres-Durchschnitt ≈26.2% | ≈26.2% | · | · | |
| Revenue CAGR 5Y (Umsatz CAGR 5J) | 25.6% | · | · | · | |
| EPS YoY (EPS VjV) | -10.3%5-Jahres-Durchschnitt ≈339.3% | ≈339.3% | · | · | |
| Net Income YoY (Nettogewinn YoY) | -8.5%5-Jahres-Durchschnitt ≈475.6% | ≈475.6% | · | · | |
| EPS CAGR 3Y (EPS CAGR 3J) | 226.1%5-Jahres-Durchschnitt ≈97.7% | ≈97.7% | · | · | |
| EPS CAGR 5Y (EPS CAGR 5J) | 15.3% | · | · | · | |
| Net Income CAGR 3Y (Nettoergebnis CAGR 3J) | 266.6%5-Jahres-Durchschnitt ≈119.8% | ≈119.8% | · | · | |
| Net Income CAGR 5Y (Nettoergebnis CAGR 5J) | 24.6% | · | · | · |
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
| Kennzahl | 5-Jahres-Trend | GSHD | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Asset Turnover (Umsatz / Vermögenswerte) | 0.95-Jahres-Durchschnitt ≈0.8 | ≈0.8 | 0.6 | Spitzenklasse | |
| Revenue / Employee (Umsatz / Mitarbeiter) | ≈$228.3K | · | · | · |
Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
Ausschüttungsquote523.8%
Annualisierte Auszahlung≈$5.91
5J Div CAGR≈38.8%
| Ex-Datum | Betrag | Währung | Rendite |
|---|---|---|---|
| Jan 21, 2025 | $5,91 | USD | ≈5.6% |
| Aug 6, 2021 | $1,63 | USD | ≈1.3% |
| Aug 7, 2020 | $1,15 | USD | ≈1.1% |
| Mär 15, 2019 | $0,41 | USD | ≈1.5% |
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
21.7%
Nächster Bericht
Okt 20, 2026
| Zeitraum | Bericht | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|---|
| 30. Juni 2026 | Jul 21, 2026 | $0.64 | $0.49 | 30.2% |
| 31. März 2026 | $0.37 | $0.21 | 79.4% | |
| 31. Dezember 2025 | $0.64 | $0.59 | 9.1% | |
| 30. September 2025 | $0.46 | $0.47 | -1.6% | |
| 30. Juni 2025 | $0.49 | $0.51 | -4.0% | |
| 31. März 2025 | $0.26 | $0.22 | 17.1% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $365M | $315M | $261M | $209M | $151M | $117M | $77M | $60M | $43M | |
| SG&A Expense | $81M | $67M | $62M | $53M | $40M | $25M | $19M | $13M | $9M | |
| Operating Expenses | $291M | $253M | $228M | $199M | $143M | $97M | $63M | $74M | $35M | |
| Operating Income | $74M | $61M | $33M | $10M | $9M | $20M | $14M | $-14M | $8M | |
| Interest Expense | · | · | $7M | $5M | $3M | $2M | $2M | $4M | $2M | |
| Other Non-op | $192.0K | $-7M | $0 | $0 | $185.0K | $90.0K | $0 | $-22.0K | $4M | |
| Pretax Income | $51M | $47M | $26M | $5M | $6M | $18M | $12M | $-18M | $9M | |
| Income Tax | $6M | $-2M | $3M | $2M | $-2M | $-1M | $1M | $449.0K | $0 | |
| Net Income | $28M | $30M | $14M | $565.0K | $5M | $9M | $4M | $-9M | $0 | |
| EPS (Basic) | $1.11 | $1.23 | $0.59 | $0.03 | $0.28 | $0.55 | $0.24 | $-0.66 | · | |
| EPS (Diluted) | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 | $0.51 | $0.22 | $-0.66 | · | |
| Shares (Basic) | 24,975,000 | 24,657,000 | 23,929,000 | 20,995,000 | 19,181,000 | 16,785,000 | 14,864,000 | 13,554,000 | · | |
| Shares (Diluted) | 38,103,000 | 38,301,000 | 38,356,000 | 21,773,000 | 20,813,000 | 18,383,000 | 16,100,000 | 13,554,000 | · | |
| EBITDA | $86M | $72M | $42M | $17M | $14M | $24M | $16M | $-11M | · |
Bilanz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $34M | $54M | $42M | $29M | $29M | $25M | $14M | $19M | $5M | |
| Prepaid Expense | $8M | $8M | $8M | $4M | $5M | $4M | $2M | $1M | $521.0K | |
| Other Current Assets | · | · | · | · | · | · | · | $0 | $0 | |
| Current Assets | $93M | $109M | $75M | $54M | $50M | $51M | $27M | $23M | $8M | |
| PP&E (Net) | $22M | $24M | $30M | $35M | $25M | $17M | $10M | $8M | $7M | |
| PP&E (Gross) | $55M | $52M | $53M | $51M | $37M | $25M | $15M | $11M | $9M | |
| Accum. Depreciation | $34M | $28M | $23M | $15M | $12M | $8M | $5M | $3M | $3M | |
| Intangibles | $40M | $25M | $17M | $4M | $3M | $549.0K | $445.0K | $248.0K | $216.0K | |
| Other Non-current Assets | $7M | $6M | $4M | $4M | $5M | $4M | $1M | $130.0K | $565.0K | |
| Total Assets | $415M | $398M | $355M | $321M | $270M | $186M | $65M | $35M | $17M | |
| Accounts Payable | $34M | $23M | $16M | $16M | $13M | $8M | $5M | $4M | $3M | |
| Short-term Debt | $3M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $58M | $46M | $41M | $37M | $30M | $20M | $13M | $8M | $6M | |
| Capital Leases | $51M | $55M | $57M | $65M | $47M | $33M | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $578M | $359M | $338M | $355M | $339M | $224M | $96M | $60M | $58M | |
| Long-term Debt | $292M | $92M | $77M | $94M | $123M | $83M | $36M | $48M | $49M | |
| Total Debt | $295M | $92M | $77M | $94M | $123M | $83M | $46M | $48M | · | |
| Paid-in Capital | $37M | $59M | $73M | $71M | $46M | $29M | $14M | $12M | $0 | |
| Retained Earnings | $-133M | $-15M | $-46M | $-61M | $-61M | $-35M | $-24M | $-21M | $0 | |
| Stockholders' Equity | $-96M | $44M | $28M | $11M | $-14M | $-5M | $-9M | $-8M | $-41M | |
| Liabilities + Equity | $415M | $398M | $355M | $321M | $270M | $186M | $65M | $35M | $17M |
Cashflow
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $9M | $7M | $5M | $4M | $2M | $3M | $876.0K | |
| Stock-based Comp | $23M | $28M | $24M | $20M | $7M | $5M | $2M | $27M | $0 | |
| Deferred Tax | $6M | $-4M | $-22M | $-22M | $-43M | $-49M | $-11M | $-2M | $0 | |
| Amort. of Intangibles | $5M | $3M | $2M | $800.0K | $400.0K | $300.0K | $200.0K | $117.0K | $66.0K | |
| Other Non-cash | $23M | $6M | $25M | $31M | $61M | $56M | $25M | $-9M | · | |
| Operating Cash Flow | $92M | $72M | $51M | $36M | $35M | $25M | $21M | $10M | $14M | |
| CapEx | $6M | $979.0K | $4M | $10M | $13M | $10M | $4M | $2M | $6M | |
| Investing Cash Flow | $-24M | $-12M | $-19M | $-13M | $-15M | $-10M | $-4M | $-2M | $-6M | |
| Stock Repurchased | $82M | $63M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-82M | $-63M | · | · | · | · | · | · | · | |
| Dividends Paid | $146M | $0 | $0 | $0 | $60M | $45M | $19M | $80M | $26M | |
| Financing Cash Flow | $-88M | $-45M | $-18M | $-24M | $-16M | $-3M | $-21M | $6M | $-6M | |
| Net Change in Cash | $-20M | $14M | $14M | $-92.0K | $4M | $11M | $-4M | $14M | $1M | |
| Taxes Paid | $929.0K | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $86M | $71M | $46M | $26M | $23M | $15M | $18M | $8M | · | |
| Levered FCF | · | · | $40M | $23M | $19M | $12M | $15M | $4M | · |
Rentabilität
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.4% | 19.4% | 12.6% | 4.8% | 5.7% | 17.0% | 18.2% | -23.2% | · | |
| Net Margin | 7.6% | 9.7% | 5.4% | 0.27% | 3.6% | 7.9% | 4.6% | -14.8% | · | |
| Pretax Margin | 13.9% | 14.8% | 10.1% | 2.5% | 4.0% | 15.1% | 15.1% | -30.3% | · | |
| EBITDA Margin | 23.5% | 22.9% | 16.2% | 8.2% | 9.1% | 20.1% | 20.9% | -19.0% | · | |
| ROA | 6.9% | 8.1% | 4.2% | 0.19% | 2.4% | 6.1% | 6.5% | -27.0% | · | |
| ROE | -107.8% | 84.7% | 42.1% | -33.7% | -57.2% | -133.8% | -40.8% | -43.0% | · | |
| ROIC | 32.6% | 47.2% | 22.2% | 5.0% | 11.0% | 27.1% | 33.7% | -10.9% | · |
Liquidität & Solvenz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 2.3 | 1.8 | 1.5 | 1.7 | 2.5 | 2.0 | 2.9 | · | |
| Quick Ratio | 0.6 | 1.2 | 1.0 | 0.8 | 1.0 | 1.2 | 1.1 | 2.4 | · | |
| Debt / Equity | -3.1 | 2.1 | 1.4 | 8.8 | -8.8 | -17.0 | -5.1 | 0.6 | · | |
| LT Debt / Equity | -3.0 | 1.9 | 1.2 | 8.1 | -8.4 | -16.3 | -4.7 | 0.6 | · | |
| Interest Coverage | · | · | 5.0 | 2.0 | 3.0 | 8.6 | 5.9 | -3.3 | · |
Effizienz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.8 | 0.8 | 0.7 | 0.7 | 0.8 | 1.4 | 1.8 | · |
Pro Aktie
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $9.59 | $8.21 | $6.81 | $9.62 | · | $6.37 | $4.81 | $4.44 | · | |
| Cash Flow / Share | $2.41 | $1.87 | $1.32 | $1.64 | · | $1.34 | $1.32 | $0.76 | · | |
| EPS (TTM) | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 | $0.51 | $0.22 | $-0.66 | · |
Wachstumsraten
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.2% | 20.4% | 24.8% | 38.4% | 29.3% | · | · | · | · | |
| Revenue CAGR 3Y | 20.4% | 27.6% | 30.7% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 25.6% | · | · | · | · | · | · | · | · | |
| EPS YoY | -10.3% | 110.9% | 1733.3% | -88.5% | -49.0% | · | · | · | · | |
| EPS CAGR 3Y | 226.1% | 64.6% | 2.5% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 15.3% | · | · | · | · | · | · | · | · | |
| Net Income YoY | -8.5% | 115.2% | 2402.6% | -89.5% | -41.8% | · | · | · | · | |
| Net Income CAGR 3Y | 266.6% | 77.9% | 15.0% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 24.6% | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 26.7% | · | · | · | · | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $365M | $315M | $261M | $209M | $151M | $117M | $77M | $60M | · | |
| Net Income TTM | $28M | $30M | $14M | $565.0K | $5M | $9M | $4M | $-9M | · | |
| P/E | 70.8 | 92.4 | 137.8 | 1144.7 | 500.3 | 244.6 | 192.7 | -39.8 | · | |
| Earnings Yield | 1.4% | 1.1% | 0.73% | 0.09% | 0.20% | 0.41% | 0.52% | -2.5% | · | |
| Payout Ratio | 523.8% | · | 0.00% | 0.00% | 1110.5% | 481.3% | 525.3% | -899.2% | · | |
| Annual Payout | $146M | $0 | $0 | $0 | $60M | $45M | $19M | $80M | · |
Gewinn- und Verlustrechnung
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $113M | $93M | $105M | $90M | $94M | $76M | $94M | $78M | $78M | $64M | $63M | $71M | $69M | $58M | $57M | $58M | |
| SG&A Expense | $28M | $24M | $22M | $17M | $25M | $18M | $18M | $15M | $17M | $17M | $14M | $15M | $17M | $16M | $14M | $13M | |
| Operating Expenses | $87M | $78M | $74M | $69M | $78M | $69M | $66M | $62M | $63M | $63M | $56M | $57M | $58M | $56M | $51M | $54M | |
| Operating Income | $27M | $15M | $31M | $21M | $16M | $7M | $28M | $16M | $15M | $1M | $7M | $14M | $11M | $1M | $7M | $4M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $1M | · | $2M | $2M | $2M | · | $1M | |
| Other Non-op | $260.0K | $267.0K | $-582.0K | $-209.0K | $815.0K | $168.0K | $-1M | $544.0K | $441.0K | $-7M | $0 | $0 | $0 | · | $0 | $0 | |
| Pretax Income | $21M | $10M | $25M | $15M | $10M | $959.0K | $25M | $15M | $14M | $-7M | $5M | $12M | $9M | $-262.0K | $5M | $2M | |
| Income Tax | $4M | $2M | $4M | $2M | $2M | $-2M | $859.0K | $2M | $3M | $-9M | $-252.0K | $724.0K | $2M | $-81.0K | $3M | $-666.0K | |
| Net Income | $10M | $5M | $12M | $8M | $5M | $2M | $15M | $8M | $6M | $2M | $4M | $7M | $4M | $-81.0K | $501.0K | $2M | |
| EPS (Basic) | · | · | $0.51 | $0.31 | $0.20 | $0.09 | $0.60 | $0.31 | $0.25 | $0.07 | $0.15 | $0.29 | $0.15 | $0.00 | $0.03 | $0.09 | |
| EPS (Diluted) | · | · | $0.48 | $0.29 | $0.18 | $0.09 | $0.58 | $0.29 | $0.24 | $0.05 | $0.12 | $0.28 | $0.15 | $0.00 | $0.03 | $0.09 | |
| Shares (Basic) | 23,718,000 | 24,269,000 | · | 25,149,000 | 25,216,000 | 24,791,000 | · | 24,293,000 | 24,693,000 | 25,087,000 | · | 24,124,000 | 23,689,000 | 23,206,000 | · | 20,892,000 | |
| Shares (Diluted) | 35,710,000 | 36,640,000 | · | 38,014,000 | 38,553,000 | 25,943,000 | · | 37,942,000 | 38,031,000 | 38,839,000 | · | 24,891,000 | 24,333,000 | 23,206,000 | · | 21,569,000 | |
| EBITDA | $27M | $18M | · | $21M | $16M | $10M | · | $16M | $15M | $4M | · | $14M | $11M | $4M | · | · |
Bilanz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $24M | $26M | $34M | $52M | $92M | $70M | $54M | $48M | $24M | $51M | $42M | $35M | $19M | $25M | $29M | $46M | |
| Prepaid Expense | $15M | $14M | $8M | $14M | $18M | $22M | $8M | $6M | $7M | $6M | · | $9M | $12M | $13M | · | $6M | |
| Current Assets | $85M | $73M | $93M | $93M | $135M | $115M | $109M | $77M | $53M | $77M | · | $68M | $53M | $55M | · | $68M | |
| PP&E (Net) | $22M | $22M | $22M | $22M | $22M | $23M | $24M | $25M | $27M | $29M | · | $32M | $33M | $37M | · | $35M | |
| PP&E (Gross) | $59M | $58M | $55M | $55M | $54M | $53M | $52M | $53M | $53M | $53M | · | $52M | $52M | $54M | · | $49M | |
| Accum. Depreciation | $37M | $35M | $34M | $33M | $32M | $29M | $28M | $28M | $26M | $24M | · | $21M | $19M | $17M | · | $14M | |
| Intangibles | $48M | $44M | $40M | $34M | $30M | $27M | $25M | $23M | $21M | $19M | · | $15M | $12M | $5M | · | $4M | |
| Other Non-current Assets | $9M | $7M | $7M | $6M | $6M | $6M | $6M | $5M | $4M | $5M | · | $4M | $4M | $5M | · | $5M | |
| Total Assets | $407M | $393M | $415M | $404M | $437M | $413M | $398M | $358M | $338M | $366M | · | $341M | $323M | $322M | · | $324M | |
| Accounts Payable | $30M | $31M | $34M | $25M | $23M | $20M | $23M | $19M | $16M | $15M | · | $15M | $14M | $14M | · | $14M | |
| Short-term Debt | · | · | $3M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $55M | $56M | $58M | $48M | $46M | $41M | $46M | $49M | $46M | $44M | · | $39M | $38M | $37M | · | $35M | |
| Capital Leases | $46M | $49M | $51M | $51M | $52M | $53M | $55M | $50M | $53M | $55M | · | $60M | $62M | $62M | · | $64M | |
| Total Liabilities | $595M | $597M | $578M | $574M | $567M | $558M | $359M | $356M | $358M | $338M | · | $336M | $337M | $348M | · | $370M | |
| Long-term Debt | $317M | $318M | $292M | $293M | $293M | $293M | $92M | $95M | $97M | $75M | · | $79M | $81M | $92M | · | $120M | |
| Total Debt | $317M | $318M | · | $293M | $293M | $293M | · | $95M | $97M | $75M | · | $79M | $81M | $92M | · | · | |
| Paid-in Capital | $6M | $7M | $37M | $40M | $75M | $70M | $59M | $89M | $78M | $112M | · | $97M | $87M | $78M | · | $67M | |
| Retained Earnings | $-118M | $-128M | $-133M | $-146M | $-154M | $-159M | $-15M | $-31M | $-38M | $-45M | · | $-51M | $-58M | $-61M | · | $-61M | |
| Stockholders' Equity | $-112M | $-121M | $-96M | $-105M | $-79M | $-89M | $44M | $58M | $40M | $67M | · | $47M | $30M | $17M | · | $6M | |
| Liabilities + Equity | $407M | $393M | $415M | $404M | $437M | $413M | $398M | $358M | $338M | $366M | · | $341M | $323M | $322M | · | $324M |
Cashflow
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $3M | $2M | $3M | $3M | $3M | $2M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $5M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | $7M | $7M | $5M | $6M | $6M | $7M | $3M | $5M | |
| Deferred Tax | $4M | $2M | $4M | $2M | $2M | $-2M | $5M | $1M | $2M | $-12M | $-10M | $-5M | $-4M | $-3M | $-10M | $-8M | |
| Amort. of Intangibles | $2M | $2M | $1M | $1M | $1M | $900.0K | $900.0K | $800.0K | $800.0K | $700.0K | $600.0K | $400.0K | $400.0K | $300.0K | · | · | |
| Restructuring | $3M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $7M | · | · | · | $6M | · | · | · | $12M | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $16M | $23M | $23M | $24M | $29M | $15M | $13M | $28M | $19M | $12M | $13M | $21M | $17M | $-639.0K | $3M | $23M | |
| CapEx | $1M | $2M | $3M | $477.0K | $2M | $579.0K | $422.0K | $110.0K | $225.0K | $222.0K | $497.0K | $423.0K | $2M | $2M | $-5M | $9M | |
| Investing Cash Flow | $-7M | $-7M | $-9M | $-6M | $-5M | $-3M | $-3M | $-3M | $-3M | $-3M | $-5M | $-3M | $-9M | $-3M | $4M | $-10M | |
| Stock Repurchased | $4M | $50M | $23M | $58M | $529.0K | $0 | $0 | $0 | · | · | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | $-50M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $0 | $0 | · | · | $0 | $146M | $-4M | $2M | $2M | $42.0K | $-8M | $3M | $5M | $0 | · | $0 | |
| Financing Cash Flow | $-10M | $-25M | $-31M | $-59M | $-807.0K | $2M | $-1M | $-818.0K | $-43M | $-115.0K | $-2M | $-2M | $-14M | $-877.0K | $-25M | $2M | |
| Net Change in Cash | $-2M | $-9M | $-17M | $-41M | $23M | $15M | $8M | $24M | $-27M | $9M | $7M | $16M | $-5M | $-4M | $-18M | $15M | |
| Taxes Paid | $781.0K | $-252.0K | · | · | $924.0K | $15.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $21M | · | · | · | $15M | · | · | · | $12M | · | · | · | $-2M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $96M | · | · | · | $-4M | · | · |
Rentabilität
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 23.4% | 16.1% | · | 23.5% | 16.7% | 8.8% | · | 21.1% | 19.7% | 2.3% | · | 19.2% | 16.2% | 2.5% | · | · | |
| Net Margin | 8.9% | 5.2% | · | 8.7% | 5.5% | 3.1% | · | 9.7% | 7.9% | 2.8% | · | 9.8% | 5.3% | -0.14% | · | · | |
| Pretax Margin | 18.6% | 10.5% | · | 16.7% | 10.8% | 1.3% | · | 19.1% | 17.7% | -0.05% | · | 16.9% | 13.7% | -0.45% | · | · | |
| EBITDA Margin | 23.4% | 19.6% | · | 23.5% | 16.7% | 12.7% | · | 21.1% | 19.7% | 6.3% | · | 19.2% | 16.2% | 6.2% | · | · | |
| ROA | 2.4% | 1.2% | · | 2.1% | 1.3% | 0.60% | · | 2.2% | 1.9% | 0.53% | · | 2.1% | 1.2% | -0.03% | · | · | |
| ROE | -10.5% | -4.7% | · | -33.9% | -26.5% | -22.1% | · | 14.4% | 17.8% | 4.3% | · | 26.2% | 28.5% | -2.4% | · | · | |
| ROIC | 10.4% | 6.3% | · | 9.5% | 5.9% | 8.9% | · | 9.1% | 8.8% | -57.7% | · | 10.2% | 7.7% | 0.93% | · | · |
Liquidität & Solvenz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.3 | · | 1.9 | 2.9 | 2.8 | · | 1.6 | 1.1 | 1.7 | · | 1.7 | 1.4 | 1.5 | · | · | |
| Quick Ratio | 0.4 | 0.5 | · | 1.1 | 2.0 | 1.7 | · | 1.0 | 0.5 | 1.1 | · | 0.9 | 0.5 | 0.7 | · | · | |
| Debt / Equity | -2.8 | -2.6 | · | -2.8 | -3.7 | -3.3 | · | 1.6 | 2.4 | 1.1 | · | 1.7 | 2.7 | 5.4 | · | · | |
| LT Debt / Equity | -2.8 | -2.6 | · | -2.8 | -3.7 | -3.3 | · | 1.5 | 2.2 | 1.0 | · | 1.5 | 2.4 | 4.9 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 1.0 | · | 8.4 | 6.5 | 0.8 | · | · |
Effizienz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | · |
Pro Aktie
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $3.18 | $2.54 | · | $2.38 | $2.44 | $2.91 | · | $2.06 | $2.05 | $1.66 | · | $2.85 | $2.85 | $2.50 | · | · | |
| Cash Flow / Share | · | $0.62 | · | · | · | $0.60 | · | · | · | $0.31 | · | · | · | $-0.03 | · | · | |
| Dividend / Share | $0.00 | $0.00 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $1.04 | $1.04 | · | $1.14 | $1.14 | $1.20 | · | $0.70 | $0.69 | $0.60 | · | $0.46 | $0.27 | $0.14 | · | $0.19 |
Bewertung (TTM)
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $402M | $383M | · | $354M | $342M | $326M | · | $284M | $277M | $268M | · | $256M | $242M | $226M | · | $194M | |
| Net Income TTM | $35M | $30M | · | $30M | $30M | $31M | · | $19M | $19M | $16M | · | $11M | $6M | $3M | · | $4M | |
| P/E | 46.6 | 41.0 | · | 65.3 | 92.6 | 98.4 | · | 127.6 | 83.2 | 111.0 | · | 162.0 | 232.9 | 372.9 | · | 187.6 | |
| Earnings Yield | 2.1% | 2.4% | · | 1.5% | 1.1% | 1.0% | · | 0.78% | 1.2% | 0.90% | · | 0.62% | 0.43% | 0.27% | · | 0.53% | |
| Payout Ratio | · | 0.00% | · | · | · | · | · | · | · | 2.3% | · | · | · | · | · | · | |
| Annual Payout | · | · | · | $143M | $143M | $146M | · | $-4M | $-3M | $42.0K | · | · | · | · | · | · |
Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Umsatz | $365M | $315M | $261M | $209M | $151M |
| Betriebsgewinnmarge % | 20.4% | 19.4% | 12.6% | 4.8% | 5.7% |
| Nettoergebnis | $28M | $30M | $14M | $565.0K | $5M |
| Verwässerte EPS | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 |
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital | -3.1 | 2.1 | 1.4 | 8.8 | -8.8 |
| Liquiditätsgrad | 1.6 | 2.3 | 1.8 | 1.5 | 1.7 |
| Quick Ratio | 0.6 | 1.2 | 1.0 | 0.8 | 1.0 |
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Freier Cashflow | $86M | $71M | $46M | $26M | $23M |
Institutionelle Eigentümer (13F) 245 Einreicher · $1.4B gesamt · Stand 30. September 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.
Inhaber
245
Gehaltener Wert
$1.4B
Neue Positionen
47
Geschlossene Positionen
32
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 47 (+17 vs. Vorquartal) | 32 (-31 vs. Vorquartal) | 63 (-28 vs. Vorquartal) | 82 (+15 vs. Vorquartal) | -3.2M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $188.904.811 | 2.564.899 | 13,72% | Aktien |
| BlackRock, Inc. | $177.329.587 | 3.656.280 | 12,88% | Aktien |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $105.193.147 | 2.168.930 | 7,64% | Aktien |
| Capital World Investors | $98.337.921 | 2.027.586 | 7,14% | Aktien |
| WASATCH ADVISORS LP | $97.786.404 | 2.292.227 | 7,10% | Aktien |
| Durable Capital Partners LP | $89.101.824 | 1.837.151 | 6,47% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $62.749.640 | 1.293.807 | 4,56% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $48.608.446 | 1.002.236 | 3,53% | Aktien |
| STATE STREET CORP | $44.571.646 | 919.003 | 3,24% | Aktien |
| Langdon Equity Partners | $34.677.500 | 715.000 | 2,52% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $30.808.731 | 635.114 | 2,24% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $27.062.612 | 557.992 | 1,96% | Aktien |
| GOLDMAN SACHS GROUP INC | $24.617.873 | 507.585 | 1,79% | Aktien |
| AKRE CAPITAL MANAGEMENT LLC | $21.504.172 | 443.385 | 1,56% | Aktien |
| MORGAN STANLEY | $21.256.912 | 438.286 | 1,54% | Aktien |
| BANK OF AMERICA CORP /DE/ | $20.661.146 | 426.003 | 1,50% | Aktien |
| JANUS HENDERSON GROUP PLC | $16.505.681 | 386.906 | 1,20% | Aktien |
| MARSHALL WACE, LLP | $16.025.179 | 330.416 | 1,16% | Aktien |
| Whitebark Investors LP | $13.062.117 | 269.322 | 0,95% | Aktien |
| NORTHERN TRUST CORP | $11.391.099 | 234.868 | 0,83% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $10.957.565 | 225.938 | 0,80% | Aktien |
| PRINCIPAL FINANCIAL GROUP INC | $10.733.536 | 221.310 | 0,78% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.829.544 | 202.671 | 0,71% | Aktien |
| WELLS FARGO & COMPANY/MN | $8.436.114 | 173.941 | 0,61% | Aktien |
| CITIGROUP INC | $7.831.490 | 161.474 | 0,57% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $7.661.109 | 157.961 | 0,56% | Aktien |
| Walleye Capital LLC | $6.923.327 | 142.749 | 0,50% | Aktien |
| Bank of New York Mellon Corp | $6.545.261 | 134.954 | 0,48% | Aktien |
| SEI INVESTMENTS CO | $5.784.316 | 119.264 | 0,42% | Aktien |
| TUDOR INVESTMENT CORP ET AL | $5.710.196 | 117.736 | 0,41% | Aktien |
| RIVERBRIDGE PARTNERS LLC | $5.617.220 | 115.819 | 0,41% | Aktien |
| UBS Group AG | $4.678.650 | 96.467 | 0,34% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $4.267.251 | 87.985 | 0,31% | Aktien |
| Public Sector Pension Investment Board | $3.943.196 | 81.303 | 0,29% | Aktien |
| Quantinno Capital Management LP | $3.870.793 | 79.810 | 0,28% | Aktien |
| Ewing Morris & Co. Investment Partners Ltd. | $3.765.201 | 77.633 | 0,27% | Aktien |
| Point72 Asset Management, L.P. | $3.762.485 | 77.577 | 0,27% | Aktien |
| Nuveen, LLC | $3.753.755 | 77.397 | 0,27% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $3.505.150 | 72.271 | 0,25% | Aktien |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.212.835 | 66.244 | 0,23% | Aktien |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.117.435 | 64.277 | 0,23% | Aktien |
| BANK OF MONTREAL /CAN/ | $3.068.402 | 63.266 | 0,22% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $2.931.194 | 60.437 | 0,21% | Aktien |
| ROYAL BANK OF CANADA | $2.893.000 | 59.632 | 0,21% | Aktien |
| STIFEL FINANCIAL CORP | $2.879.338 | 59.367 | 0,21% | Aktien |
| Legal & General Group Plc | $2.766.294 | 57.037 | 0,20% | Aktien |
| Corient Private Wealth LP | $2.761.348 | 56.935 | 0,20% | Aktien |
| RHUMBLINE ADVISERS | $2.734.468 | 56.381 | 0,20% | Aktien |
| JONES FINANCIAL COMPANIES LLLP | $2.516.732 | 53.696 | 0,18% | Aktien |
| Apollon Wealth Management, LLC | $2.379.216 | 49.056 | 0,17% | Aktien |
Aktivisten & 5%+-Eigentümer 3 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 |
|---|---|---|---|---|---|
| Adrienne Kebodeaux, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, Camille Peterson, Chick & The Bear Irrevocable Trust, Desiree Coleman, Emily Marie Jones Trust, Jones 2020 Irrevocable Trust, Joshua Thomas Jones Trust, Lanni Romney, Lanni Romney Spousal Lifetime Access Trust, Lindy Langston, Lindy Langston Spousal Lifetime Access Trust, Mark E. Jones, Mark E. Jones, Jr., Nathan Romney 2021 Family Trust, Nathan Scott Romney, P. Ryan Langston, Robyn Jones, Ryan Langston 2021 Family Trust, SLJ 2025 Grantor Retained Annuity Trust, SLJ Dynasty Trust, Serena Jones, The Adrienne Morgan Jones Family Trust 2014, The CP Descendants' Trust, The Camille LaVaun Peterson Family Trust 2014, The Desiree Robyn Coleman Family Trust 2014, The Lanni Elaine Romney Family Trust 2014, The Lindy Jean Langston Family Trust 2014, The Mark & Robyn Jones Descendants Trust 2014, The Mark Evan Jones, Jr. Family Trust 2014 | 24. August 2026 | 34,20% | Änderung | Passive Anlage | SEC |
| Mark E. Jones, Robyn Jones, The Mark & Robyn Jones Descendants Trust 2014, The Lanni Elaine Romney Family Trust 2014, The Lindy Jean Langston Family Trust 2014, The Camille LaVaun Peterson Family Trust 2014, The Desiree Robyn Coleman Family Trust 2014, The Adrienne Morgan Jones Family Trust 2014, The Mark Evan Jones, Jr. Family Trust 2014, Serena Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark E. Jones, Jr., P. Ryan Langston, SLJ Dynasty Trust, Jones 2020 Irrevocable Trust, Lindy Langston Spousal Lifetime Access Trust, Lanni Romney Spousal Lifetime Access Trust, Nathan Scott Romney, Nathan Romney 2021 Family Trust, Ryan Langston 2021 Family Trust, The CP Descendants' Trust, Chick & The Bear Irrevocable Trust, SLJ 2023 Grantor Retained Annuity Trust, SLJ 2025 Grantor Retained Annuity Trust, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, Emily Marie Jones Trust, Joshua Thomas Jones Trust ×49 Einreichungen | 25. Februar 2026 | 35,10% | Änderung | Passive Anlage | SEC |
| Michael C. Colby, Colby 2014 Family Trust ×3 Einreichungen | 22. Januar 2020 | · | Erste Einreichung | Passive Anlage | 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.
Unternehmensinsider 37 Insider · 14 Führungskräfte · 10 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Mark Miller | President and CEO | 14. Mai 2026 P | 40.000 | 2 | 0 | $546.150 |
| Mark & Robyn Jones Descendants Trust 2014 | CEO | 19. Mai 2021 C | 0 | 0 | 0 | $0 |
| John Arthur Martin | Chief Financial Officer | 28. Mai 2026 P | 5.000 | 1 | 0 | $173.650 |
| Mark S. Colby | CFO | 3. Januar 2022 A | 0 | 0 | 0 | $0 |
| Mark E. Jones Jr. | President & COO | 15. Mai 2026 P | 7.014 | 3 | 0 | $164.361 |
| Michael C. Colby | President and COO | 4. Januar 2022 C | 83.402 | 0 | 0 | $0 |
| Mark Evan Jones | Executive Chairman | 27. August 2026 G | 182.349 | 0 | 0 | $0 |
| Martin Ellis Thornthwaite | General Counsel | 18. Mai 2026 P | 5.000 | 1 | 0 | $207.500 |
| John Terry O'Connor | General Counsel | 2. Januar 2026 A | 3.100 | 1 | 0 | $150.801 |
| Drew Burks | Chief Information Officer | 28. Mai 2021 M | 39 | 0 | 0 | $0 |
| Moxley Michael Patrick | VP of Service Delivery | 28. Mai 2021 C | 37.137 | 0 | 0 | $0 |
| Gary Delavan | VP of Corporate Sales | 1. April 2021 M | 0 | 0 | 0 | $0 |
| Matthew Colby | Vice President of Agency Sales | 3. November 2020 C | 0 | 0 | 0 | $0 |
| Megan Bailey | VP of Franchise Sales | 26. April 2018 A | · | 0 | 0 | $0 |
| Peter R. Lane | Direktor | 31. Juli 2026 P | 1.600 | 1 | 0 | $101.024 |
| Louis Goldberg | Direktor | 5. Mai 2026 A | 5.575 | 1 | 0 | $250.039 |
| William Francis Wade Jr | Direktor | 5. Mai 2026 A | · | 0 | 0 | $0 |
| Waded Cruzado | Direktor | 5. Mai 2026 A | 643 | 0 | 0 | $0 |
| Robyn Mary Elizabeth Jones | Direktor | 5. Mai 2026 A | 71.565 | 0 | 0 | $0 |
| James Reid | Direktor | 5. Mai 2026 A | 0 | 0 | 0 | $0 |
| Thomas Mcconnon | Direktor | 1. Dezember 2025 S | 269.322 | 0 | 2 | $-5.130.522 |
| Durable Capital Partners LP | 10%-Eigentümer | 22. September 2026 P | 2.720.260 | 10 | 0 | $18.447.167 |
| Adrienne Jones | 10%-Eigentümer | 20. August 2026 C | 0 | 0 | 2 | $-816.000 |
| Patrick Ryan Langston | 10%-Eigentümer | 29. Mai 2026 P | 7.800 | 1 | 0 | $99.568 |
| Lindy Langston | 10%-Eigentümer | 28. Mai 2025 C | 0 | 0 | 0 | $0 |
| Desiree Coleman | 10%-Eigentümer | 9. Februar 2024 C | 0 | 0 | 0 | $0 |
| Lanni Romney | 10%-Eigentümer | 22. November 2023 C | 0 | 0 | 0 | $0 |
| Camille Peterson | 10%-Eigentümer | 15. November 2023 C | 0 | 0 | 0 | $0 |
| Serena Jones | 10%-Eigentümer | 30. August 2023 C | 0 | 0 | 0 | $0 |
| Colby 2014 Family Trust | 10%-Eigentümer | 21. Mai 2021 S | 83.402 | 0 | 0 | $0 |
| Amber Burbank-Ach | 10%-Eigentümer | 10. Mai 2021 S | 9.712 | 0 | 0 | $0 |
| Preston Michael Colby 2014 Trust | 10%-Eigentümer | 3. November 2020 C | 0 | 0 | 0 | $0 |
| Lyla Kate Colby 2014 Trust | 10%-Eigentümer | 3. November 2020 C | 0 | 0 | 0 | $0 |
| Camille Lavaun Peterson Family Trust 2014 | 10%-Eigentümer | 6. Mai 2020 C | 0 | 0 | 0 | $0 |
| Lanni Elaine Romney Family Trust 2014 | 10%-Eigentümer | 6. Mai 2020 C | 0 | 0 | 0 | $0 |
| Desiree Robyn Coleman Family Trust 2014 | 10%-Eigentümer | 6. Mai 2020 C | 0 | 0 | 0 | $0 |
| Ted Olsen | · | 4. Januar 2021 M | 0 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 40 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 |
|---|---|---|---|---|
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,25% | 1.523 SH | 1. Oktober 2026 | Täglich |
| ESSC · Strategy Shares | 0,18% | 1.047 NS | 31. Juli 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,17% | 35.503 NS | 31. Juli 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,09% | 19.159 SH | 19. August 2026 | Täglich |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 4.571 SH | 1. Oktober 2026 | Täglich |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 18.453 SH | 19. August 2026 | Täglich |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,06% | 82.529 SH | 19. August 2026 | Täglich |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 5.962 NS | 31. Juli 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 11.206 NS | 31. Juli 2026 | N-PORT |
| IWM · iShares Trust | 0,04% | 599.867 SH | 11. September 2026 | Täglich |
| ISCG · iShares Trust | 0,04% | 7.030 SH | 11. September 2026 | Täglich |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,04% | 16.073 SH | 19. August 2026 | Täglich |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 3.216 NS | 31. Juli 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,03% | 295.812 SH | 19. August 2026 | Täglich |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 134.812 SH | 19. August 2026 | Täglich |
| PKW · Invesco Exchange-Traded Fund Trust | 0,02% | 8.623 SH | 1. Oktober 2026 | Täglich |
| TEXN · iShares Trust | 0,02% | 72 SH | 11. September 2026 | Täglich |
| DFAS · Dimensional ETF Trust | 0,02% | 52.079 NS | 31. Juli 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,02% | 8.908 SH | 1. Oktober 2026 | Täglich |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 6.282 NS | 31. Juli 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 7.521 SH | 1. Oktober 2026 | Täglich |
| WSML · iShares Trust | 0,01% | 1.241 SH | 11. September 2026 | Täglich |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 272.921 SH | 19. August 2026 | Täglich |
| VB · VANGUARD INDEX FUNDS | 0,01% | 514.342 SH | 19. August 2026 | Täglich |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 2.339 SH | 19. August 2026 | Täglich |
| VFH · VANGUARD WORLD FUND | 0,01% | 36.687 SH | 19. August 2026 | Täglich |
| IWO · iShares Trust | 0,01% | 20.688 SH | 11. September 2026 | Täglich |
| ITOT · iShares Trust | 0,00% | 33.522 SH | 11. September 2026 | Täglich |
| IWV · iShares Trust | 0,00% | 6.515 SH | 10. September 2026 | Täglich |
| DFSU · Dimensional ETF Trust | 0,00% | 557 NS | 31. Juli 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 10.183 NS | 31. Juli 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1.244 NS | 31. Juli 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 706.189 SH | 19. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1.863 SH | 19. August 2026 | Täglich |
| IJR · iShares Trust | · | 1.447.856 SH | 10. September 2026 | Täglich |
| IJT · iShares Trust | · | 152.726 SH | 9. September 2026 | Täglich |
| IJS · iShares Trust | · | 67.894 SH | 8. September 2026 | Täglich |
| IWN · iShares Trust | · | 198.455 SH | 11. September 2026 | Täglich |
| XJR · iShares Trust | · | 3.262 SH | 31. August 2026 | Täglich |
| ISCB · iShares Trust | · | 971 SH | 11. September 2026 | Täglich |
GSHD Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
Bewertung · 20 Analysten
KAUF
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8 40,0%
Halten
1 5,0%
Verkauf
0 0,0%
Starker Verkauf
12-Monats-Kursziel
12 Analysten · 2026-09-30Mittelwert-Ziel $68.67 +50,9%
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Aktueller Preis $45.51
Tief$44.00
Mittelwert$68.67
Hoch$100.00
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| GSHD | · | 70.8 | 16.2% | 7.6% | -107.8% | · |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | · |
| RYAN | · | · | 21.3% | 2.1% | 9.9% | · |
| HGTY | · | · | 17.3% | 10.2% | 80.3% | · |
| BWIN | · | -48.1 | 8.3% | -2.2% | -5.7% | · |
| LIFE | · | · | 52.0% | 18.4% | -108.4% | · |
| TWFG | · | 54.3 | 22.0% | · | · | · |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
| SLQT | $148M | -14.0 | 6.0% | 3.8% | 17.5% | · |
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
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Quelle: SEC 10-Q eingereicht Jul 23, 2026