INN Summit Hotel Properties, Inc. Common Stock

NYSE · Real Estate · Auf SEC EDGAR ansehen ↗
$6,10
Kurs · Aug 19, 2026
Fundamentaldaten per Aug 5, 2026
52W-Spanne
$4–$7
66% of range
Analystenbewertung
BUY
10 analysts
Kursziel
$7
+10% upside
P/E (TTM)
-27.6
ROE
-1.3%
Nettogewinnmarge
-1.6%

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

Kurs
$6.09
Marktkapitalisierung
$661M
P/E (TTM)
-27.6
EPS (TTM)
$-0.22
Umsatz (TTM)
$729M
Dividendenrendite
5.9%
ROE
-1.3%
Verschuldungsgrad
—
52W-Spanne
$4 – $7

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

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

Umsatz & Nettoergebnis $729M
10-point trend, +53.9%
2016-12-31 → 2025-12-31
EPS $-0.22
9-point trend, -122.0%
2016-12-31 → 2025-12-31
Freier Cashflow —
Margen -1.6%

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

Kennzahl
5-Jahres-Trend
INN
Peer-Median
P/E (TTM)
5-point trend, -81.4%
-27.6
57.8
P/S (TTM) (K/V (TTM))
5-point trend, -74.7%
0.9
1.6
P/B (K/B)
5-point trend, -43.9%
0.8
0.7

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

Kennzahl
5-Jahres-Trend
INN
Peer-Median
Operating Margin (Betriebsgewinnmarge)
5-point trend, +197.9%
9.0%
—
Net Profit Margin (Nettogewinnmarge)
5-point trend, +91.2%
-1.6%
0.59%
ROA
5-point trend, +86.0%
-0.41%
0.13%
ROE
5-point trend, +80.5%
-1.3%
0.26%
ROIC
5-point trend, +328.7%
8.2%
—

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
INN
Peer-Median

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

Kennzahl
5-Jahres-Trend
INN
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, +101.6%
-0.32%
—
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, +101.6%
2.6%
—
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, +101.6%
25.5%
—

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

Kennzahl
5-Jahres-Trend
INN
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, +72.5%
$-0.22
—

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
INN
Peer-Median
Payout Ratio (Ausschüttungsquote)
4-point trend, -140.4%
-333.9%
—

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

Dividendenrendite
5.9%
Ausschüttungsquote
-333.9%
5J Div CAGR
—
Ex-DatumBetrag
17. August 2026$0,0800
15. Mai 2026$0,0800
13. Februar 2026$0,0800
14. November 2025$0,0800
15. August 2025$0,0800
16. Mai 2025$0,0800
14. Februar 2025$0,0800
15. November 2024$0,0800
16. August 2024$0,0800
16. Mai 2024$0,0800
14. Februar 2024$0,0600
15. November 2023$0,0600
16. August 2023$0,0600
16. Mai 2023$0,0600
13. Februar 2023$0,0400
15. November 2022$0,0400
16. August 2022$0,0400
13. Februar 2020$0,1800
14. November 2019$0,1800
15. August 2019$0,1800

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

KAUF 10 Analysten
  • Starker Kauf 1 10,0%
  • Kauf 4 40,0%
  • Halten 4 40,0%
  • Verkauf 1 10,0%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

4 Analysten · 2026-08-18
Median-Ziel $6.75 +10,7%
Mittelwert-Ziel $6.69 +9,7%

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

Durchschn. Überraschung
0.00%
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $0.04 $0.00 0.04%
31. März 2026 $-0.10 $-0.12 0.02%
31. Dezember 2025 $-0.06 $-0.06 0.00%
30. September 2025 $-0.11 $-0.09 -0.02%
30. Juni 2025 $-0.02 $-0.01 -0.01%
31. März 2025 $-0.04 $-0.03 -0.01%

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

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
INN $530M -22.1 -0.32% -1.6% -1.3% —
PEB $1.28B -12.6 1.5% -4.5% -2.5% —
SHO $1.70B 223.5 6.0% 2.6% 1.2% —
XHR $1.30B 22.1 3.8% 5.9% 5.3% —
RLJ $1.13B 745.0 -1.4% 2.1% 1.3% —
SVC $309M -1.5 -4.3% -11.2% -30.1% —
CLDT $325M 48.6 -7.0% 5.1% 2.0% —
BHR — -2.7 -3.4% — — —
AHT $28M -0.1 -5.8% -16.3% 34.4% —

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

Gewinn- und Verlustrechnung 16
Jährliche Gewinn- und Verlustrechnung-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +80.8% $729M $732M $736M $676M $362M $234M $549M $567M $515M $474M $463M $403M
Cost of Revenue 4-point trend, +24.5% · · · · · · · · $326M $296M $296M $261M
SG&A Expense 12-point trend, +65.0% $33M $32M $33M $31M $29M $21M $24M $22M $20M $19M $21M $20M
Operating Expenses 12-point trend, +89.0% $670M $657M $677M $628M $395M $344M $475M $484M $431M $391M $383M $355M
Operating Income 12-point trend, +34.9% $66M $103M $59M $68M $-33M $-109M $119M $125M $127M $132M $80M $49M
Interest Expense 10-point trend, +204.4% · · $87M $66M $43M $43M $41M $42M $30M $28M $30M $29M
Interest Income 5-point trend, -82.8% $1M $2M $2M $2M $7M · · · · · · ·
Other Non-op 12-point trend, +403.2% $3M $4M $1M $1M $3M $5M $5M $7M $4M $3M $11M $595.0K
Pretax Income 12-point trend, -151.2% $-11M $30M $-25M $5M $-67M $-148M $84M $90M $101M $107M $126M $21M
Income Tax 12-point trend, +13.2% $842.0K $-9M $3M $4M $1M $1M $2M $-922.0K $2M $-1M $553.0K $744.0K
Net Income 12-point trend, -155.9% $-12M $39M $-28M $1M $-69M $-149M $83M $91M $99M $108M $124M $21M
EPS (Basic) 11-point trend, -540.0% $-0.22 $0.23 $-0.27 $-0.16 $-0.80 $-1.52 $0.65 · $0.79 $1.00 $1.25 $0.05
EPS (Diluted) 11-point trend, -540.0% $-0.22 $0.22 $-0.27 $-0.16 $-0.80 $-1.52 $0.65 · $0.79 $1.00 $1.24 $0.05
Shares (Basic) 12-point trend, +25.3% 106,850,000 105,927,000 105,548,000 105,142,000 104,471,000 104,141,000 103,887,000 103,623,000 99,406,000 86,874,000 85,920,000 85,242,000
Shares (Diluted) 12-point trend, +24.9% 106,850,000 132,365,000 105,548,000 105,142,000 104,471,000 104,141,000 103,939,000 103,842,000 99,780,000 87,343,000 87,144,000 85,566,000
EBITDA 12-point trend, -41.6% $66M $103M $59M $68M $73M $209.0K $219M $226M $170M $155M $144M $112M
Bilanz 12
Jährliche Bilanz-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -6.4% $36M $41M $38M $51M $64M $21M $42M $44M $37M $35M $29M $39M
Intangibles 11-point trend, +308.6% $25M $27M $31M $35M $11M $11M $11M $21M $22M $6M $6M ·
Total Assets 12-point trend, +90.3% $2.78B $2.90B $2.94B $3.02B $2.26B $2.23B $2.36B $2.22B $2.21B $1.72B $1.58B $1.46B
Total Liabilities 12-point trend, +122.9% $1.50B $1.51B $1.54B $1.56B $1.16B $1.18B $1.11B $1.03B $932M $705M $718M $674M
Long-term Debt 12-point trend, +122.5% $1.39B $1.40B $1.43B $1.45B $1.07B $1.09B $1.02B $959M $868M $652M $672M $627M
Common Stock 12-point trend, +26.4% $1M $1M $1M $1M $1M $1M $1M $1M $1M $935.0K $868.0K $861.0K
Paid-in Capital 12-point trend, +42.4% $1.26B $1.25B $1.24B $1.23B $1.23B $1.20B $1.19B $1.19B $1.26B $1.01B $894M $888M
Retained Earnings 12-point trend, -276.3% $-406M $-347M $-340M $-288M $-263M $-179M $-2M $5M $9M $-1M $-41M $-108M
AOCI 12-point trend, +221.1% $2M $9M $11M $15M $-16M $-31M $-16M $-1M $1M $-977.0K $-2M $-2M
Stockholders' Equity 12-point trend, +10.6% $862M $910M $911M $960M $948M $989M $1.17B $1.19B $1.27B $1.01B $853M $780M
Liabilities + Equity 12-point trend, +90.3% $2.78B $2.90B $2.94B $3.02B $2.26B $2.23B $2.36B $2.22B $2.21B $1.72B $1.58B $1.46B
Shares Outstanding 12-point trend, +26.3% 108,798,686 108,435,663 107,593,373 106,901,576 106,337,724 105,708,787 105,169,515 104,783,179 104,287,128 93,525,469 86,793,521 86,149,720
Cashflow 14
Jährliche Cashflow-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +134.6% $150M $146M $151M $150M $106M $110M $99M $101M $86M $72M $64M $64M
Stock-based Comp 12-point trend, +149.5% $9M $8M $8M $8M $11M $6M $6M $7M $6M $4M $5M $4M
Deferred Tax 12-point trend, -160.6% $-331.0K $762.0K $84.0K $-59.0K $-19.0K $2M $-12.0K $-430.0K $887.0K $-2M $64.0K $-127.0K
Amort. of Intangibles 5-point trend, +1600000.00 $2M $3M $4M $0 $0 · · · · · · ·
Other Non-cash 8-point trend, +19.6% · · · · $15M $-17M $-40M $-37M $-45M $-44M $-61M $13M
Operating Cash Flow 12-point trend, +45.9% $149M $166M $154M $170M $66M $-42M $148M $162M $148M $137M $132M $102M
Investing Cash Flow 12-point trend, +78.4% $-43M $-71M $-102M $-291M $-74M $-31M $-182M $-63M $-512M $-151M $-131M $-201M
Net Debt Issued $-93M · · · · · · · · · · ·
Stock Repurchased 3-point trend, +15402000.00 $15M $0 $0 · · · · · · · · ·
Net Stock Activity $-15M · · · · · · · · · · ·
Dividends Paid 6-point trend, +107.0% $39M $37M $27M $10M $0 $19M · · · · · ·
Financing Cash Flow 12-point trend, -224.9% $-113M $-94M $-66M $86M $66M $42M $31M $-92M $370M $22M $-10M $90M
Net Change in Cash 12-point trend, +12.0% $-7M $590.0K $-14M $-35M $58M $-31M $-3M $7M $6M $7M $-9M $-8M
Taxes Paid 12-point trend, +17.8% $1M $2M $3M $4M $557.0K $-463.0K $-229.0K $839.0K $623.0K $1M $2M $926.0K
Rentabilität 7
Jährliche Rentabilität-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -23.0% 9.0% 14.1% 8.0% 10.0% -9.2% -46.7% 21.7% 22.1% 16.3% 17.4% 17.3% 11.7%
Net Margin 12-point trend, -130.9% -1.6% 5.3% -3.8% 0.18% -18.1% -61.1% 15.0% 16.0% 19.2% 22.8% 26.9% 5.2%
Pretax Margin 12-point trend, -128.4% -1.5% 4.1% -3.4% 0.71% -18.5% -63.1% 15.3% 15.9% 19.6% 22.5% 27.2% 5.2%
EBITDA Margin 12-point trend, -67.7% 9.0% 14.1% 8.0% 10.0% 20.1% 0.09% 39.8% 39.9% 33.0% 32.7% 31.1% 27.9%
ROA 12-point trend, -127.0% -0.41% 1.3% -0.94% 0.05% -2.9% -6.2% 3.6% 4.1% 5.1% 6.6% 8.2% 1.5%
ROE 12-point trend, -150.2% -1.3% 4.3% -3.0% 0.13% -6.8% -13.3% 7.0% 7.4% 8.7% 11.6% 15.2% 2.6%
ROIC 12-point trend, +40.6% 8.2% 14.7% 7.2% 1.8% -3.6% -11.2% 10.0% 10.6% 6.5% 8.3% 9.3% 5.8%
Liquidität & Solvenz 1
Jährliche Liquidität & Solvenz-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
Interest Coverage 10-point trend, -61.3% · · 0.7 1.0 -0.8 -2.5 2.9 3.0 2.8 2.9 2.6 1.7
Effizienz 1
Jährliche Effizienz-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -12.2% 0.3 0.3 0.2 0.3 0.2 0.1 0.2 0.3 0.3 0.3 0.3 0.3
Pro Aktie 6
Jährliche Pro Aktie-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -12.4% $7.92 $8.39 $8.47 $8.98 $8.92 $9.35 $11.16 $11.36 $12.22 $10.80 $9.82 $9.05
Revenue / Share 12-point trend, +44.8% $6.83 $5.53 $6.97 $6.43 $3.46 $2.25 $5.29 $5.46 $5.17 $5.43 $5.32 $4.72
Cash Flow / Share 12-point trend, +16.8% $1.39 $1.26 $1.46 $1.61 $0.63 $-0.40 $1.43 $1.56 $1.47 $1.58 $1.52 $1.19
Cash / Share 12-point trend, -25.9% $0.33 $0.37 $0.35 $0.48 $0.61 $0.20 $0.40 $0.42 $0.35 $0.37 $0.34 $0.45
Dividend Paid / Share 12-point trend, -30.4% $0 $0 $0 $0 $0 $0 $1 $1 $1 $1 $0 $0
EPS (TTM) 12-point trend, -540.0% $-0.22 $0.22 $-0.27 $-0.16 $-0.80 $-1.52 $0.65 $0.68 $0.79 $1.00 $1.24 $0.05
Wachstumsraten 4
Jährliche Wachstumsraten-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -100.6% -0.32% -0.59% 8.9% 86.7% 54.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -94.4% 2.6% 26.5% 46.4% · · · · · · · · ·
Revenue CAGR 5Y 25.5% · · · · · · · · · · ·
Dividend CAGR 5Y 15.7% · · · · · · · · · · ·
Bewertung (TTM) 12
Jährliche Bewertung (TTM)-Daten für INN
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +80.8% $729M $732M $736M $676M $362M $234M $549M $567M $515M $474M $463M $403M
Net Income TTM 12-point trend, -155.9% $-12M $39M $-28M $1M $-69M $-149M $83M $91M $99M $108M $124M $21M
Market Cap 12-point trend, -50.6% $530M $743M $723M $772M $1.04B $952M $1.30B $1.02B $1.59B $1.50B $1.04B $1.07B
P/E 12-point trend, -108.9% -22.1 31.1 -24.9 -45.1 -12.2 -5.9 19.0 14.3 19.3 16.0 9.6 248.8
P/S 12-point trend, -72.7% 0.7 1.0 1.0 1.1 2.9 4.1 2.4 1.8 3.1 3.2 2.2 2.7
P/B 12-point trend, -55.3% 0.6 0.8 0.8 0.8 1.1 1.0 1.1 0.9 1.2 1.5 1.2 1.4
P / Tangible Book 6-point trend, -35.0% 0.6 0.8 0.8 0.8 1.1 1.0 · · · · · ·
P / Cash Flow 12-point trend, -66.1% 3.6 4.5 4.7 4.6 15.7 -22.6 8.7 6.3 10.8 10.9 7.8 10.5
Dividend Yield 6-point trend, +271.7% 7.4% 5.0% 3.7% 1.3% 0.00% 2.0% · · · · · ·
Earnings Yield 12-point trend, -1230.0% -4.5% 3.2% -4.0% -2.2% -8.2% -16.9% 5.3% 7.0% 5.2% 6.2% 10.4% 0.40%
Payout Ratio 4-point trend, -140.4% -333.9% 94.8% -95.8% 825.6% · · · · · · · ·
Annual Payout 6-point trend, +107.0% $39M $37M $27M $10M $0 $19M · · · · · ·

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

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312021-12-31
Umsatz $729M$732M$736M$676M$362M
Betriebsgewinnmarge % 9.0%14.1%8.0%10.0%-9.2%
Nettoergebnis $-12M$39M$-28M$1M$-69M
Verwässerte EPS $-0.22$0.22$-0.27$-0.16$-0.80

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.

Ihre Auswahl wird gespeichert und begleitet Sie über alle Ticker hinweg.

Institutionelle Eigentümer (13F) 218 Einreicher · $406.9M 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
49 (+13 vs. Vorquartal) 15 (-31 vs. Vorquartal) 65 (+14 vs. Vorquartal) 52 (-11 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
JENNISON ASSOCIATES LLC $57.662.282 8.225.718 14,17% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $47.594.234 6.789.477 11,70% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $32.041.595 4.570.841 7,87% Aktien
STATE STREET CORP $20.222.259 2.884.773 4,97% Aktien
TWO SIGMA INVESTMENTS, LP $19.282.757 2.750.750 4,74% Aktien
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $18.505.250 2.639.836 4,55% Aktien
GEODE CAPITAL MANAGEMENT, LLC $18.288.792 2.608.198 4,49% Aktien
VICTORY CAPITAL MANAGEMENT INC $16.466.910 2.349.060 4,05% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $16.110.592 2.298.230 3,96% Aktien
Balyasny Asset Management L.P. $10.619.211 1.514.866 2,61% Aktien
D. E. Shaw & Co., Inc. $8.302.651 1.184.401 2,04% Aktien
JANE STREET GROUP, LLC $8.134.593 1.160.427 2,00% Aktien
DIMENSIONAL FUND ADVISORS LP $8.087.744 1.153.744 1,99% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7.240.832 1.032.929 1,78% Aktien
GRACE & WHITE INC /NY $7.153.179 1.020.425 1,76% Aktien
JACOBS LEVY EQUITY MANAGEMENT, INC $6.252.766 891.978 1,54% Aktien
Qube Research & Technologies Ltd $6.026.630 859.719 1,48% Aktien
MILLENNIUM MANAGEMENT LLC $5.308.294 757.246 1,30% Aktien
VANGUARD FIDUCIARY TRUST CO $4.863.012 693.725 1,20% Aktien
Point72 Asset Management, L.P. $4.246.237 605.740 1,04% Aktien
Alyeska Investment Group, L.P. $4.197.721 598.819 1,03% Aktien
Fisher Asset Management, LLC $4.097.141 584.471 1,01% Aktien
ALGERT GLOBAL LLC $3.856.103 550.086 0,95% Aktien
GLOBEFLEX CAPITAL L P $3.417.866 487.570 0,84% Aktien
VANGUARD GROUP INC $3.228.605 662.958 0,79% Aktien
SYSTEMATIC FINANCIAL MANAGEMENT LP $2.813.288 401.325 0,69% Aktien
Bank of New York Mellon Corp $2.801.049 399.579 0,69% Aktien
Nuveen Asset Management, LLC $2.475.522 361.390 0,61% Aktien
Jain Global LLC $2.441.842 348.337 0,60% Aktien
Quantinno Capital Management LP $2.437.484 347.715 0,60% Aktien
Allianz Asset Management GmbH $2.242.534 319.905 0,55% Aktien
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $1.979.189 282.338 0,49% Aktien
JPMORGAN CHASE & CO $1.886.643 267.609 0,46% Aktien
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $1.633.330 233.000 0,40% Aktien
BARCLAYS PLC $1.565.572 223.334 0,38% Aktien
AMERIPRISE FINANCIAL INC $1.475.444 210.477 0,36% Aktien
BlackRock, Inc. $1.422.497 202.924 0,35% Aktien
US BANCORP \DE\ $1.394.513 198.932 0,34% Aktien
Polymer Capital Management (US) LLC $1.300.663 185.544 0,32% Aktien
PRINCIPAL FINANCIAL GROUP INC $1.196.165 170.637 0,29% Aktien
CAXTON ASSOCIATES LLP $1.183.498 168.830 0,29% Aktien
NOMURA ASSET MANAGEMENT CO LTD $1.163.660 166.000 0,29% Aktien
RHUMBLINE ADVISERS $1.041.597 148.589 0,26% Aktien
EntryPoint Capital, LLC $964.877 137.643 0,24% Aktien
Abel Hall, LLC $948.103 135.250 0,23% Aktien
ExodusPoint Capital Management, LP $899.096 128.259 0,22% Aktien
IEQ CAPITAL, LLC $863.338 123.158 0,21% Aktien
VIRTUS ADVISERS, LLC $851.554 121.477 0,21% Aktien
Y-Intercept (Hong Kong) Ltd $818.754 116.798 0,20% Aktien
LOS ANGELES CAPITAL MANAGEMENT LLC $801.194 114.293 0,20% Aktien
Universal- Beteiligungs- und Servicegesellschaft mbH $760.886 108.543 0,19% Aktien
VOYA INVESTMENT MANAGEMENT LLC $751.914 107.263 0,18% Aktien
Sumitomo Mitsui Trust Group, Inc. $748.149 106.726 0,18% Aktien
DEUTSCHE BANK AG\ $714.691 101.953 0,18% Aktien
Connor, Clark & Lunn Investment Management Ltd. $698.568 99.653 0,17% Aktien
MARSHALL WACE, LLP $683.889 97.559 0,17% Aktien
Asset Management One Co., Ltd. $676.233 152.994 0,17% Aktien
MARTINGALE ASSET MANAGEMENT L P $675.155 96.313 0,17% Aktien
CANADA PENSION PLAN INVESTMENT BOARD $649.126 92.600 0,16% Aktien
GOLDMAN SACHS GROUP INC $643.904 91.855 0,16% Aktien
Schonfeld Strategic Advisors LLC $613.744 87.553 0,15% Aktien
WELLS FARGO & COMPANY/MN $613.417 87.506 0,15% Aktien
Corient Private Wealth LP $612.205 87.333 0,15% Aktien
Mitsubishi UFJ Asset Management Co., Ltd. $589.941 84.157 0,14% Aktien
BANK OF AMERICA CORP /DE/ $568.819 81.144 0,14% Aktien
Graham Capital Management, L.P. $556.356 79.366 0,14% Aktien
CITADEL ADVISORS LLC $512.102 73.053 0,13% Aktien
RENAISSANCE TECHNOLOGIES LLC $486.494 69.400 0,12% Aktien
Zurcher Kantonalbank (Zurich Cantonalbank) $483.564 68.982 0,12% Aktien
KEYBANK NATIONAL ASSOCIATION/OH $458.179 65.361 0,11% Aktien
ALLIANCEBERNSTEIN L.P. $445.589 100.812 0,11% Aktien
WINTON GROUP Ltd $431.816 61.600 0,11% Aktien
MetLife Investment Management, LLC $429.832 61.317 0,11% Aktien
XTX Topco Ltd $418.006 59.630 0,10% Aktien
MERCER GLOBAL ADVISORS INC /ADV $386.236 55.098 0,09% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $372.932 53.200 0,09% Kaufoption
Mariner, LLC $353.046 50.363 0,09% Aktien
Resona Asset Management Co.,Ltd. $339.166 48.128 0,08% Aktien
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $337.272 48.113 0,08% Aktien
Engineers Gate Manager LP $316.852 45.200 0,08% Aktien
STATE OF WISCONSIN INVESTMENT BOARD $314.511 44.866 0,08% Aktien
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $305.454 43.574 0,08% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $300.602 46.533 0,07% Aktien
Orion Portfolio Solutions, LLC $293.603 54.270 0,07% Aktien
Invesco Ltd. $290.971 41.508 0,07% Aktien
CITADEL ADVISORS LLC $290.214 41.400 0,07% Kaufoption
Cresset Asset Management, LLC $285.599 40.742 0,07% Aktien
ALPS ADVISORS INC $285.335 40.704 0,07% Aktien
Daiwa Securities Group Inc. $281.802 40.200 0,07% Aktien
Vanguard Global Advisers, LLC $281.080 40.097 0,07% Aktien
Catalyst Funds Management Pty Ltd $271.960 38.796 0,07% Aktien
HSBC HOLDINGS PLC $255.843 36.085 0,06% Aktien
FOX RUN MANAGEMENT, L.L.C. $255.550 36.455 0,06% Aktien
Samalin Investment Counsel, LLC $235.673 33.620 0,06% Aktien
TWO SIGMA ADVISERS, LP $229.377 47.100 0,06% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $224.208 31.984 0,06% Aktien
Police & Firemen's Retirement System of New Jersey $211.996 30.242 0,05% Aktien
Lighthouse Investment Partners, LLC $210.300 30.000 0,05% Aktien
Virtus Investment Advisers, LLC $208.330 29.719 0,05% Aktien
Metis Global Partners, LLC $207.475 29.597 0,05% Aktien

Unternehmensinsider 20 Insider · 9 Führungskräfte · 10 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Jonathan P Stanner President, CEO & Director 7. März 2025 A 1.943.916 0 0 $0
William Higgins Conkling EVP & Chief Financial Officer 7. März 2025 A 725.326 0 0 $0
Greg A Dowell EVP & CFO 19. März 2018 F 168.647 0 0 $0
Stuart J. Becker EVP, CFO and Treasurer 1. März 2013 A 84.790 0 0 $0
Craig J Aniszewski EVP and COO 13. August 2021 S 486.538 0 0 $0
Paul Ruiz SVP & Chief Accounting Officer 13. März 2026 D 377.384 0 0 $0
Christopher R. Eng EVP, General Counsel, CRO & Sec 7. März 2025 A 388.442 0 0 $0
Kerry W Boekelheide Executive Chairman 24. April 2015 A 1.589.149 0 0 $0
Troy L Hester Vice President & CAO 19. November 2012 P 25.000 0 0 $0
Thomas W. Storey Direktor 13. Mai 2025 P 231.337 0 0 $0
Mehulkumar Bhikhubhai Patel Direktor 2. Januar 2025 C 479.295 0 0 $0
Amina Belouizdad Direktor 28. Mai 2024 A 56.132 0 0 $0
Hope S Taitz Direktor 28. Mai 2024 A 99.341 0 0 $0
Bjorn R.L. Hanson Direktor 28. Mai 2024 A 130.852 0 0 $0
Hansen Daniel P Direktor 8. April 2022 F 504.033 0 0 $0
Wayne Wielgus Direktor 15. September 2014 P 53.912 0 0 $0
David S Kay Direktor 13. Juni 2013 A 14.629 0 0 $0
Kenneth J Kay — 20. Mai 2026 A 166.835 0 0 $0
Jeffrey W Jones — 20. Mai 2026 A 166.835 0 0 $0
Jolynn M. Sorum — 9. Februar 2011 P 1.000 0 0 $0

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

Aktivisten & 5%+-Eigentümer 1 Beteiligung

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
Bright Force Investment, LLC, NewcrestImage Holdings, LLC, Supreme Bright New Orleans II, LLC 25. Juli 2022 — Erste Einreichung Vorstandskampagne 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 34 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
RDOG · ALPS ETF Trust 2,81% 54.539 NS 31. Mai 2026 N-PORT
IRET · Tidal Trust II 1,95% 10.421 NS 30. April 2026 N-PORT
VRAI · ETFis Series Trust I 1,17% 43.186 NS 30. April 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,10% 121.388 NS 30. April 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,08% 134.072 NS 31. Mai 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,05% 168.699 NS 30. Juni 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 0,04% 752.073 NS 31. Mai 2026 N-PORT
DFAR · Dimensional ETF Trust 0,04% 140.046 NS 30. April 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,03% 515.341 NS 31. Mai 2026 N-PORT
DFGR · Dimensional ETF Trust 0,03% 191.237 NS 30. April 2026 N-PORT
RSSL · Global X Funds 0,02% 46.165 NS 30. April 2026 N-PORT
ITWO · ProShares Trust 0,02% 5.012 NS 31. Mai 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,01% 502.428 NS 31. Mai 2026 N-PORT
UWM · ProShares Trust 0,01% 3.919 NS 31. Mai 2026 N-PORT
URTY · ProShares Trust 0,01% 3.967 NS 31. Mai 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 3.839 NS 31. Mai 2026 N-PORT
HDG · ProShares Trust 0,00% 100 NS 31. Mai 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,00% 6.014 NS 31. Mai 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 63.229 NS 31. Mai 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — 15. Juli 2026 Täglich
VTI · VANGUARD INDEX FUNDS — — 15. Juli 2026 Täglich
VNQ · VANGUARD SPECIALIZED FUNDS — — 15. Juli 2026 Täglich
VTWO · VANGUARD SCOTTSDALE FUNDS — — 15. Juli 2026 Täglich
VTWV · VANGUARD SCOTTSDALE FUNDS — — 15. Juli 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS — — 15. Juli 2026 Täglich
ITOT · iShares Trust — — 22. Juli 2026 Täglich
IWV · iShares Trust — — 18. August 2026 Täglich
IWN · iShares Trust — — 17. August 2026 Täglich
IWM · iShares Trust — — 18. August 2026 Täglich
PFF · iShares Trust — — 18. August 2026 Täglich
TEXN · iShares Trust — — 13. Juli 2026 Täglich
PRFZ · Invesco Exchange-Traded Fund Trust — — 13. Juli 2026 Täglich
OMFS · Invesco Exchange-Traded Self-Indexe… — — 13. Juli 2026 Täglich
USRT · iShares Trust — — 17. August 2026 Täglich