LMNR Limoneira Co - Common Stock

NASDAQ · Food Products · Auf SEC EDGAR ansehen ↗
$13,88
Kurs · Aug 18, 2026
Fundamentaldaten per Jun 9, 2026

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

Kurs
$13.88
Marktkapitalisierung
$251M
P/E (TTM)
-15.0
EPS (TTM)
$-0.93
Umsatz (TTM)
$160M
Dividendenrendite
2.2%
ROE
-8.8%
Verschuldungsgrad
0.4
52W-Spanne
$12 – $17

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

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

Umsatz & Nettoergebnis $160M
10-point trend, +42.9%
2016-10-31 2025-10-31
EPS $-0.93
10-point trend, -278.8%
2016-10-31 2025-10-31
Freier Cashflow
4-point trend, -644.5%
2016-10-31 2019-10-31
Margen -10.0%

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

Kennzahl
5-Jahres-Trend
LMNR
Peer-Median
P/E (TTM)
5-point trend, +78.3%
-15.0
17.9
P/S (TTM) (K/V (TTM))
5-point trend, -7.1%
1.6
0.5
P/B (K/B)
5-point trend, -6.5%
1.4
1.2
EV / EBITDA
5-point trend, -124.2%
-28.8

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

Kennzahl
5-Jahres-Trend
LMNR
Peer-Median
Operating Margin (Betriebsgewinnmarge)
5-point trend, -235.4%
-12.8%
Net Profit Margin (Nettogewinnmarge)
5-point trend, -383.6%
-10.0%
-56.8%
ROA
5-point trend, -495.5%
-5.2%
-10.5%
ROE
5-point trend, -389.4%
-8.8%
-32.2%
ROIC
5-point trend, -240.0%
-6.3%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
LMNR
Peer-Median
Debt / Equity (Fremdkapital / Eigenkapital)
5-point trend, -42.9%
0.4
27.0
Current Ratio (Liquiditätsgrad)
5-point trend, +12.9%
1.3
1.4
Quick Ratio
5-point trend, +11.0%
0.6

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

Kennzahl
5-Jahres-Trend
LMNR
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, -3.8%
-16.6%
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, -3.8%
-4.7%
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, -3.8%
-0.59%
EPS YoY (EPS VjV)
5-point trend, -304.3%
-20.0%
Net Income YoY (Nettogewinn YoY)
5-point trend, -364.4%
-17.9%

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

Kennzahl
5-Jahres-Trend
LMNR
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, -304.3%
$-0.93

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
LMNR
Peer-Median
Payout Ratio (Ausschüttungsquote)
5-point trend, +78.0%
-33.9%

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

Dividendenrendite
2.2%
Ausschüttungsquote
-33.9%
5J Div CAGR
Ex-DatumBetrag
30. Dezember 2025$0,0750
6. Oktober 2025$0,0750
7. Juli 2025$0,0750
31. März 2025$0,0750
30. Dezember 2024$0,0750
7. Oktober 2024$0,0750
8. Juli 2024$0,0750
28. März 2024$0,0750
29. Dezember 2023$0,0750
6. Oktober 2023$0,0750
10. Juli 2023$0,0750
3. April 2023$0,0750
30. Dezember 2022$0,0750
6. Oktober 2022$0,0750
8. Juli 2022$0,0750
4. April 2022$0,0750
23. Dezember 2021$0,0750
7. Oktober 2021$0,0750
2. Juli 2021$0,0750
1. April 2021$0,0750

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

KAUF 9 Analysten
  • Starker Kauf 2 22,2%
  • Kauf 5 55,6%
  • Halten 2 22,2%
  • Verkauf 0 0,0%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

3 Analysten · 2026-08-18
Median-Ziel $18.00 +29,7%
Mittelwert-Ziel $21.33 +53,8%

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

Durchschn. Überraschung
-0.16%
Nächster Bericht
Sep 15, 2026
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $-0.29 $-0.21 -0.08%
31. März 2026 $-0.48 $-0.34 -0.14%
31. Dezember 2025 $-0.45 $-0.11 -0.34%
30. September 2025 $-0.02 $0.06 -0.08%
30. Juni 2025 $-0.17 $-0.01 -0.16%

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

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
LMNR $255M -15.2 -16.6% -10.0% -8.8%
DAR $5.95B 96.5 7.4% 1.0% 1.4% 24.0%
INGR $6.94B 9.9 -2.8% 10.1% 18.1% 25.3%
CHSCP
ALCO $265M -1.8 -5.5% -334.4% -83.2% -436.2%
LOCL $48M -0.4 26.8% -195.1% 63.1% 12.1%
SDOT $2M -0.1 -64.8% -37.8% 661.9% 1.8%

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

Gewinn- und Verlustrechnung 16
Jährliche Gewinn- und Verlustrechnung-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +54.4% $160M $192M $180M $185M $166M $165M $171M $129M $121M $112M $100M $103M
Cost of Revenue 12-point trend, +108.3% $155M $165M $169M $161M $148M $157M $152M $98M $91M $84M $77M $74M
SG&A Expense 12-point trend, +70.7% $24M $27M $26M $22M $19M $21M $21M $16M $14M $13M $14M $14M
Operating Expenses 12-point trend, +92.5% $180M $198M $169M $182M $172M $184M $177M $120M $109M $103M $96M $94M
Operating Income 12-point trend, -306.3% $-20M $-6M $11M $2M $-6M $-19M $-6M $9M $12M $9M $5M $10M
Interest Expense 8-point trend, +1501000.00 · · · · $2M $2M $2M $1M $2M $1M $148.0K $0
Interest Income 3-point trend, -61.7% · · · · · · · · · $23.0K $40.0K $60.0K
Other Non-op 12-point trend, -73.3% $93.0K $212.0K $-3M $-955.0K $89.0K $219.0K $129.0K $313.0K $492.0K $498.0K $410.0K $348.0K
Pretax Income 12-point trend, -298.8% $-21M $12M $13M $349.0K $-4M $-26M $-7M $13M $11M $13M $11M $11M
Income Tax 12-point trend, -230.1% $-5M $4M $4M $823.0K $-266.0K $-8M $-1M $-7M $4M $5M $4M $4M
Net Income 12-point trend, -328.6% $-16M $8M $9M $-236.0K $-3M $-16M $-6M $20M $7M $8M $7M $7M
EPS (Basic) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.26 $0.42 $0.52 $0.46 $0.46
EPS (Diluted) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.25 $0.42 $0.52 $0.46 $0.46
Shares (Basic) 12-point trend, +26.9% 17,834,000 17,715,000 17,603,000 17,513,000 17,555,000 17,666,000 17,580,000 15,581,000 14,315,000 14,168,000 14,119,000 14,055,000
Shares (Diluted) 12-point trend, +26.9% 17,834,000 17,715,000 17,603,000 17,513,000 17,555,000 17,666,000 17,580,000 16,209,000 14,315,000 14,168,000 14,119,000 14,055,000
EBITDA 12-point trend, -213.2% $-11M $2M $19M $12M $3M $-9M $3M $17M $12M $9M $5M $10M
Bilanz 28
Jährliche Bilanz-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +1540.2% $2M $3M $4M $857.0K $439.0K $501.0K $616.0K $609.0K $492.0K $38.0K $39.0K $92.0K
Receivables 12-point trend, +113.3% $15M $15M $14M $16M $17M $16M $15M $14M $11M $9M $7M $7M
Prepaid Expense 12-point trend, +67.2% $4M $4M $6M $8M $11M $11M $8M $11M $7M $3M $2M $3M
Current Assets 12-point trend, +173.2% $40M $26M $30M $38M $42M $43M $35M $31M $23M $18M $14M $15M
PP&E (Net) 12-point trend, +63.1% $173M $162M $161M $223M $242M $243M $248M $226M $188M $177M $129M $106M
PP&E (Gross) 12-point trend, +69.2% $260M $249M $242M $314M $328M $320M $319M $293M $249M $232M $180M $154M
Accum. Depreciation 12-point trend, +82.8% $87M $87M $81M $91M $86M $78M $71M $67M $60M $55M $51M $48M
Goodwill 12-point trend, +121.5% $2M $2M $2M $2M $2M $2M $2M $1M $876.0K $680.0K $680.0K $680.0K
Intangibles 12-point trend, +2030.9% $3M $5M $7M $7M $8M $11M $12M $6M $84.0K $97.0K $110.0K $123.0K
Other Non-current Assets 12-point trend, +36.7% $11M $12M $13M $17M $11M $9M $9M $7M $10M $9M $9M $8M
Total Assets 12-point trend, +26.0% $311M $299M $301M $369M $392M $390M $400M $421M $339M $305M $269M $247M
Accounts Payable 12-point trend, +24.1% $8M $7M $10M $11M $9M $6M $5M $6M $6M $6M $7M $6M
Accrued Liabilities 12-point trend, +23.2% $9M $12M $9M $11M $7M $8M $8M $8M $5M $6M $6M $8M
Current Liabilities 12-point trend, +42.4% $30M $35M $33M $39M $35M $31M $32M $27M $24M $24M $20M $21M
Capital Leases 6-point trend, -86.4% $219.0K $400.0K $2M $4M $2M $2M · · · · · ·
Deferred Tax 12-point trend, -26.9% $15M $20M $22M $23M $23M $22M $24M $25M $31M $25M $19M $21M
Other Non-current Liabilities 12-point trend, -62.1% $2M $1M $5M $10M $5M $7M $5M $4M $4M $6M $8M $6M
Total Liabilities 12-point trend, +3.5% $120M $96M $101M $177M $193M $183M $167M $191M $191M $167M $136M $116M
Long-term Debt 12-point trend, +6.0% $72M $41M $41M $106M $133M $126M $109M $80M $105M $91M $90M $68M
Total Debt 12-point trend, +6.0% $72M $41M $41M $106M $133M $126M $109M $80M $105M $91M $90M $68M
Common Stock 12-point trend, +28.6% $180.0K $180.0K $179.0K $177.0K $179.0K $179.0K $178.0K $176.0K $144.0K $142.0K $141.0K $140.0K
Paid-in Capital 12-point trend, +90.9% $171M $170M $168M $165M $164M $162M $160M $159M $94M $92M $91M $90M
Retained Earnings 12-point trend, -104.6% $-1M $21M $19M $16M $22M $31M $53M $50M $35M $32M $27M $23M
Treasury Stock 7-point trend, +3493000.00 $3M $3M $3M $3M $3M $3M $0 · · · · ·
AOCI 12-point trend, -222.7% $-6M $-7M $-6M $-8M $-6M $-8M $-7M $9M $7M $3M $3M $5M
Stockholders' Equity 12-point trend, +52.1% $180M $192M $190M $181M $188M $196M $222M $219M $137M $126M $121M $118M
Liabilities + Equity 12-point trend, +26.0% $311M $299M $301M $369M $392M $390M $400M $421M $339M $305M $269M $247M
Shares Outstanding 12-point trend, +28.1% 18,036,891 18,033,171 17,941,032 17,684,315 17,685,400 17,606,730 17,756,180 17,647,135 14,405,031 14,178,226 14,135,080 14,078,077
Cashflow 19
Jährliche Cashflow-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +161.9% $9M $8M $9M $10M $10M $10M $9M $7M $6M $5M $4M $4M
Stock-based Comp 12-point trend, +175.7% $3M $4M $4M $3M $3M $2M $2M $1M $1M $1M $1M $1M
Deferred Tax 12-point trend, -3548.1% $-5M $-2M $-2M $548.0K $-189.0K $-2M $-773.0K $-7M $2M $6M $-350.0K $-129.0K
Amort. of Intangibles 12-point trend, +950.9% $578.0K $677.0K $730.0K $723.0K $929.0K $999.0K $689.0K $84.0K $85.0K $83.0K $85.0K $55.0K
Other Non-cash 8-point trend, +176.5% $2M $-266.0K $-36M $2M $841.0K $-5M $-2M $-3M · · · ·
Operating Cash Flow 12-point trend, -137.3% $-6M $18M $-16M $15M $10M $-11M $1M $18M $18M $14M $8M $16M
CapEx 6-point trend, -38.7% · · · · · · $16M $14M $13M $16M $31M $26M
Investing Cash Flow 12-point trend, +35.9% $-18M $-9M $91M $19M $-10M $4M $-24M $-51M $-26M $-12M $-26M $-29M
Debt Issued 12-point trend, +44.4% $170M $176M $58M $147M $102M $121M $123M $167M $181M $157M $120M $118M
Net Debt Issued 12-point trend, +412.5% $32M $-372.0K $-65M $-27M $7M $17M $29M $-26M $12M $1M $21M $6M
Stock Issued 7-point trend, +0.00 · · · · · $0 $0 $64M $0 $0 $0 $0
Stock Repurchased 5-point trend, +0.00 · · · $0 $0 $3M $0 $0 · · · ·
Net Stock Activity 6-point trend, +0.00 · · · $0 $0 $-3M $0 $64M · · $0 ·
Dividends Paid 12-point trend, +133.3% $5M $5M $5M $5M $5M $5M $5M $4M $3M $3M $3M $2M
Financing Cash Flow 12-point trend, +82.1% $23M $-9M $-72M $-34M $534.0K $7M $22M $33M $8M $-3M $18M $13M
Net Change in Cash 9-point trend, -427.5% $-1M $-635.0K $3M $418.0K $-62.0K $-115.0K $7.0K $117.0K $454.0K · · ·
Taxes Paid 12-point trend, -89.1% $707.0K $5M $7M $83.0K $-6M $-1M $130.0K $210.0K $-540.0K $2M $3M $6M
Free Cash Flow 6-point trend, -45.6% · · · · · · $-15M $5M $6M $-2M $-24M $-10M
Levered FCF 5-point trend, +31.3% · · · · · · $-16M $3M $4M $-3M $-24M ·
Rentabilität 7
Jährliche Rentabilität-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -233.7% -12.8% -3.2% 6.0% 1.2% -3.8% -11.6% -3.2% 7.3% 9.8% 8.2% 4.6% 9.6%
Net Margin 12-point trend, -248.1% -10.0% 4.0% 5.2% -0.13% -2.1% -10.0% -3.5% 15.6% 5.4% 7.2% 7.1% 6.8%
Pretax Margin 12-point trend, -228.8% -13.2% 6.0% 7.4% 0.19% -2.5% -16.1% -3.8% 10.4% 8.8% 11.9% 11.0% 10.2%
EBITDA Margin 12-point trend, -173.3% -7.0% 1.1% 10.8% 6.5% 2.1% -5.4% 1.8% 13.0% 9.8% 8.2% 4.6% 9.6%
ROA 12-point trend, -271.2% -5.2% 2.6% 2.8% -0.06% -0.88% -4.2% -1.5% 5.3% 2.1% 2.8% 2.7% 3.1%
ROE 12-point trend, -242.3% -8.8% 4.0% 4.9% -0.13% -1.8% -8.2% -2.6% 9.1% 5.0% 6.5% 5.9% 6.2%
ROIC 12-point trend, -279.2% -6.3% -1.7% 3.2% -1.0% -1.8% -4.0% -1.4% 4.8% 3.0% 2.6% 1.4% 3.5%
Liquidität & Solvenz 5
Jährliche Liquidität & Solvenz-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +77.6% 1.3 0.7 0.9 1.0 1.2 1.4 1.1 1.1 1.0 0.8 0.7 0.8
Quick Ratio 12-point trend, +62.3% 0.6 0.5 0.5 0.4 0.5 0.5 0.6 0.5 0.5 0.4 0.4 0.3
Debt / Equity 12-point trend, -30.3% 0.4 0.2 0.2 0.6 0.7 0.6 0.5 0.4 0.8 0.7 0.7 0.6
LT Debt / Equity 12-point trend, -29.7% 0.4 0.2 0.2 0.6 0.7 0.6 0.5 0.4 0.7 0.7 0.7 0.6
Interest Coverage 7-point trend, -117.3% · · · · -4.2 -9.3 -2.6 8.5 6.7 6.4 24.4 ·
Effizienz 2
Jährliche Effizienz-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +15.8% 0.5 0.6 0.5 0.5 0.4 0.4 0.4 0.3 0.4 0.4 0.4 0.5
Receivables Turnover 12-point trend, -30.1% 10.6 13.1 11.9 11.1 9.8 10.5 10.6 10.3 12.0 13.4 13.7 15.2
Pro Aktie 7
Jährliche Pro Aktie-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +18.7% $9.98 $10.63 $10.57 $10.24 $10.65 $11.12 $12.49 $12.42 $9.50 $8.92 $8.58 $8.41
Revenue / Share 12-point trend, +21.7% $8.96 $10.81 $10.22 $10.54 $9.46 $9.31 $9.75 $7.98 $8.47 $7.89 $7.10 $7.36
Cash Flow / Share 12-point trend, -130.3% $-0.34 $1.01 $-0.90 $0.85 $0.55 $-0.64 $0.08 $1.14 $1.29 $1.01 $0.55 $1.11
Cash / Share 12-point trend, +1187.7% $0.08 $0.17 $0.20 $0.05 $0.02 $0.03 $0.03 $0.03 $0.03 $0.00 $0.00 $0.01
Dividend / Share 9-point trend, +36.4% $0 $0 $0 $0 $0 $0 $0 $0 $0 · · ·
Dividend Paid / Share 5-point trend, +47.1% · · · · · · · $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.25 $0.42 $0.52 $0.46 $0.46
Wachstumsraten 6
Jährliche Wachstumsraten-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -1965.2% -16.6% 6.5% -2.5% 11.2% 0.89% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -256.0% -4.7% 4.9% 3.0% · · · · · · · · ·
Revenue CAGR 5Y -0.59% · · · · · · · · · · ·
EPS YoY · -20.0% · · · · · · · · · ·
Net Income YoY · -17.9% · · · · · · · · · ·
Dividend CAGR 5Y 0.22% · · · · · · · · · · ·
Bewertung (TTM) 17
Jährliche Bewertung (TTM)-Daten für LMNR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +54.4% $160M $192M $180M $185M $166M $165M $171M $129M $121M $112M $100M $103M
Net Income TTM 12-point trend, -328.6% $-16M $8M $9M $-236.0K $-3M $-16M $-6M $20M $7M $8M $7M $7M
Market Cap 12-point trend, -29.4% $255M $462M $256M $211M $285M $244M $336M $435M $336M $279M $224M $361M
Enterprise Value 12-point trend, -24.1% $326M $500M $294M $316M $418M $369M $444M $514M $441M $370M $314M $430M
P/E 12-point trend, -127.2% -15.2 64.1 28.6 -298.2 -70.1 -14.4 -51.1 19.7 55.6 37.9 34.5 55.8
P/S 12-point trend, -54.3% 1.6 2.4 1.4 1.1 1.7 1.5 2.0 3.4 2.8 2.5 2.2 3.5
P/B 12-point trend, -53.6% 1.4 2.4 1.4 1.2 1.5 1.2 1.5 2.0 2.5 2.2 1.8 3.1
P / Tangible Book 6-point trend, +8.8% 1.4 2.5 1.4 1.2 1.6 1.3 · · · · · ·
P / Cash Flow 12-point trend, -283.8% -42.4 25.9 -16.2 14.2 29.7 -21.5 246.1 23.6 18.2 19.5 29.1 23.1
P / FCF 6-point trend, +36.1% · · · · · · -23.2 96.2 60.3 -143.3 -9.5 -36.3
EV / EBITDA 12-point trend, -167.0% -29.1 227.7 15.2 26.3 120.0 -41.4 142.4 30.7 37.2 40.2 68.5 43.4
EV / FCF 6-point trend, +29.0% · · · · · · -30.6 113.7 79.0 -189.8 -13.3 -43.1
EV / Revenue 12-point trend, -50.9% 2.0 2.6 1.6 1.7 2.5 2.2 2.6 4.0 3.6 3.3 3.1 4.2
Dividend Yield 12-point trend, +231.2% 2.1% 1.2% 2.1% 2.5% 1.9% 2.2% 1.6% 0.93% 0.94% 1.0% 1.1% 0.64%
Earnings Yield 12-point trend, -467.6% -6.6% 1.6% 3.5% -0.34% -1.4% -6.9% -2.0% 5.1% 1.8% 2.6% 2.9% 1.8%
Payout Ratio 12-point trend, -202.0% -33.9% 70.1% 57.3% -2252.1% -154.1% -32.6% -89.7% 19.9% 47.8% 35.2% 35.9% 33.2%
Annual Payout 12-point trend, +133.3% $5M $5M $5M $5M $5M $5M $5M $4M $3M $3M $3M $2M

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

Gewinn- und Verlustrechnung
2025-10-312024-10-312023-10-312022-10-312021-10-31
Umsatz $160M$192M$180M$185M$166M
Betriebsgewinnmarge % -12.8%-3.2%6.0%1.2%-3.8%
Nettoergebnis $-16M$8M$9M$-236.0K$-3M
Verwässerte EPS $-0.93$0.40$0.50$-0.04$-0.23
Bilanz
2025-10-312024-10-312023-10-312022-10-312021-10-31
Fremdkapital / Eigenkapital 0.40.20.20.60.7
Liquiditätsgrad 1.30.70.91.01.2
Quick Ratio 0.60.50.50.40.5

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Institutionelle Eigentümer (13F) 123 Einreicher · $126.3M 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
16 (-4 vs. Vorquartal) 14 (+8 vs. Vorquartal) 37 (+2 vs. Vorquartal) 29 (-4 vs. Vorquartal) +1.5M

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
Global Alpha Capital Management Ltd. $38.057.948 2.898.549 30,14% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $9.389.132 715.090 7,44% Aktien
FIRST WILSHIRE SECURITIES MANAGEMENT INC $7.701.218 586.536 6,10% Aktien
AMERIPRISE FINANCIAL INC $6.795.694 517.570 5,38% Aktien
DIMENSIONAL FUND ADVISORS LP $4.622.482 352.055 3,66% Aktien
GEODE CAPITAL MANAGEMENT, LLC $4.610.272 351.026 3,65% Aktien
STATE STREET CORP $4.546.775 346.289 3,60% Aktien
Peapod Lane Capital LLC $4.475.760 340.880 3,54% Aktien
Riverwater Partners LLC $4.430.547 337.437 3,51% Aktien
GAMCO INVESTORS, INC. ET AL $3.849.716 293.200 3,05% Aktien
Quinn Opportunity Partners LLC $2.368.087 180.357 1,88% Aktien
FLAX POND CAPITAL, LLC $2.363.505 180.008 1,87% Aktien
WHITE PINE CAPITAL LLC $2.027.320 154.404 1,61% Aktien
GABELLI FUNDS LLC $1.962.935 149.500 1,55% Aktien
Teton Advisors, Inc. $1.846.700 118.000 1,46% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $1.475.011 112.339 1,17% Aktien
Teton Advisors, LLC $1.457.430 111.000 1,15% Aktien
VANGUARD FIDUCIARY TRUST CO $1.419.904 108.142 1,12% Aktien
Cinctive Capital Management LP $1.266.441 96.454 1,00% Aktien
CITADEL ADVISORS LLC $1.175.660 89.540 0,93% Aktien
Quantinno Capital Management LP $1.163.371 88.604 0,92% Aktien
Robertson Stephens Wealth Management, LLC $1.158.132 88.205 0,92% Aktien
Advisors Asset Management, Inc. $1.148.275 46.945 0,91% Aktien
Federation des caisses Desjardins du Quebec $989.198 75.327 0,78% Aktien
Rathbones Group PLC $963.216 73.360 0,76% Aktien
SFE Investment Counsel $787.931 60.010 0,62% Aktien
D. E. Shaw & Co., Inc. $784.990 59.786 0,62% Aktien
Oakum Bay Capital LLC $756.955 56.405 0,60% Aktien
AQR CAPITAL MANAGEMENT LLC $728.295 55.468 0,58% Aktien
GOLDMAN SACHS GROUP INC $684.362 52.122 0,54% Aktien
ENVESTNET ASSET MANAGEMENT INC $611.651 46.584 0,48% Aktien
Marquette Asset Management, LLC $608.379 46.335 0,48% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $551.736 42.021 0,44% Aktien
Mutual Advisors, LLC $525.200 40.000 0,42% Aktien
Sowell Financial Services LLC $514.171 39.160 0,41% Aktien
AMERICAN CENTURY COMPANIES INC $513.738 39.127 0,41% Aktien
NJ State Employees Deferred Compensation Plan $415.800 28.000 0,33% Aktien
MORGAN STANLEY $414.383 31.560 0,33% Aktien
Stratos Wealth Partners, LTD. $414.068 31.536 0,33% Aktien
Vident Advisory, LLC $378.407 28.820 0,30% Aktien
FULLER & THALER ASSET MANAGEMENT, INC. $376.503 28.675 0,30% Aktien
First Interstate Bank $328.250 25.000 0,26% Aktien
RHUMBLINE ADVISERS $279.660 21.300 0,22% Aktien
XTX Topco Ltd $260.460 19.837 0,21% Aktien
WHITTIER TRUST CO $253.003 18.980 0,20% Aktien
TWO SIGMA ADVISERS, LP $252.500 20.000 0,20% Aktien
BRIDGEWAY CAPITAL MANAGEMENT, LLC $223.210 17.000 0,18% Aktien
R Squared Ltd $221.936 16.903 0,18% Aktien
Nuveen Asset Management, LLC $217.474 8.891 0,17% Aktien
DEUTSCHE BANK AG\ $215.253 16.394 0,17% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $207.467 15.801 0,16% Aktien
WELLS FARGO & COMPANY/MN $184.752 14.071 0,15% Aktien
Parvin Asset Management, LLC $180.538 13.750 0,14% Aktien
Bank of New York Mellon Corp $175.798 13.389 0,14% Aktien
MERCER GLOBAL ADVISORS INC /ADV $175.535 13.369 0,14% Aktien
FMR LLC $175.036 13.331 0,14% Aktien
EntryPoint Capital, LLC $174.511 13.291 0,14% Aktien
Abel Hall, LLC $174.117 13.261 0,14% Aktien
BlackRock, Inc. $173.684 13.228 0,14% Aktien
BANK OF AMERICA CORP /DE/ $166.331 12.668 0,13% Aktien
EVERETT HARRIS & CO /CA/ $154.527 11.769 0,12% Aktien
Schonfeld Strategic Advisors LLC $154.394 11.759 0,12% Aktien
Trexquant Investment LP $142.605 10.861 0,11% Aktien
HSBC HOLDINGS PLC $138.772 10.545 0,11% Aktien
MetLife Investment Management, LLC $123.514 9.407 0,10% Aktien
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $101.574 7.736 0,08% Aktien
CITIGROUP INC $89.271 6.799 0,07% Aktien
Invesco Ltd. $87.748 6.683 0,07% Aktien
CWM, LLC $83.123 6.194 0,07% Aktien
Vanguard Global Advisers, LLC $79.830 6.080 0,06% Aktien
VANGUARD GROUP INC $76.760 6.080 0,06% Aktien
Nuveen, LLC $68.775 5.238 0,05% Aktien
McIlrath & Eck, LLC $65.355 4.870 0,05% Aktien
Leonteq Securities AG $56.800 4.326 0,04% Aktien
Police & Firemen's Retirement System of New Jersey $47.268 3.600 0,04% Aktien
BNP PARIBAS FINANCIAL MARKETS $44.353 3.378 0,04% Aktien
Versant Capital Management, Inc $41.386 3.152 0,03% Aktien
UBS Group AG $40.047 3.050 0,03% Aktien
TRUST CO OF VERMONT $32.694 2.490 0,03% Aktien
BARCLAYS PLC $31.735 2.417 0,03% Aktien
NORTHERN TRUST CORP $31.565 2.404 0,02% Aktien
Arax Advisory Partners $20.286 1.545 0,02% Aktien
Legal & General Group Plc $19.249 1.466 0,02% Aktien
Ameritas Investment Partners, Inc. $18.986 1.446 0,02% Aktien
WHITTIER TRUST CO OF NEVADA INC $13.440 1.000 0,01% Aktien
Tower Research Capital LLC (TRC) $13.104 998 0,01% Aktien
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $12.105 902 0,01% Aktien
Russell Investments Group, Ltd. $10.688 814 0,01% Aktien
NISA INVESTMENT ADVISORS, LLC $10.294 784 0,01% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $9.821 748 0,01% Aktien
OSAIC HOLDINGS, INC. $8.206 625 0,01% Aktien
Spartan Fund Management Inc. $7.852 321 0,01% Aktien
Ancora Advisors LLC $6.565 500 0,01% Aktien
ROYAL BANK OF CANADA $6.000 478 0,00% Aktien
Integrated Wealth Concepts LLC $5.709 435 0,00% Aktien
HUNTINGTON NATIONAL BANK $5.134 391 0,00% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5.046 376 0,00% Aktien
MassMutual Private Wealth & Trust, FSB $4.976 379 0,00% Aktien
Sterling Capital Management LLC $4.451 339 0,00% Aktien
GAMMA Investing LLC $3.978 303 0,00% Aktien

Unternehmensinsider 24 Insider · 6 Führungskräfte · 19 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Harold S Edwards President and CEO 22. Dezember 2025 F 243.609 0 0 $0
Mark Palamountain EVP, CFO and Treasurer 9. Februar 2026 D 75.958 0 0 $0
Joseph D Rumley CFO, Secretary and Treasurer 24. Dezember 2017 F 17.642 0 0 $0
Amy Fukutomi Director of Compliance & Business Development 22. März 2022 A 5.326 0 0 $0
Alex M Teague Senior Vice President 1. Februar 2022 F 149.471 0 0 $0
Peter W Dinkler Vice Pres of Lemon Packing 7. Januar 2011 F 42.468 0 0 $0
Barbara Carbone Direktor 25. März 2026 A 19.293 0 0 $0
Edgar A. Terry Direktor 25. März 2026 A 32.590 0 0 $0
Elizabeth Mora Direktor 25. März 2026 A 23.850 0 0 $0
Scott S Slater Direktor 25. März 2026 A 70.762 1 0 $64.250
Gordon E Kimball Direktor 25. März 2026 A 60.858 0 0 $0
Peter J Nolan Direktor 25. März 2026 A 1.140.177 2 0 $254.779
Elizabeth Blanchard Chess Direktor 22. März 2023 A 8.821 0 0 $0
Jose De Jesus Loza Direktor 22. März 2022 A 421.377 0 0 $0
Donald R Rudkin Direktor 22. März 2022 A 7.037 0 0 $0
John W.H. Merriman Direktor 22. März 2022 A 4.043 0 0 $0
Robert M Sawyer Direktor 22. März 2022 A 72.823 0 0 $0
Lecil E Cole Direktor 23. Januar 2018 A 66.853 0 0 $0
Ronald L Michaelis Direktor 10. Oktober 2017 G 112.178 0 0 $0
John W Blanchard Direktor 14. April 2016 S 126.498 0 0 $0
Keith W Renken Direktor 14. September 2015 P 17.089 0 0 $0
Alan M Teague Direktor 21. April 2014 S 105.968 0 0 $0
Allan M Pinkerton Direktor 28. Januar 2014 A 631.018 0 0 $0
Gregory C. Hamm 3. August 2026 S 86.812 0 6 $-78.970

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
Peter J. Nolan ×2 Einreichungen 18. Dezember 2023 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 29 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
IWC · iShares Trust 0,05% 56.582 SH 8. August 2026 Täglich
IWN · iShares Trust 0,02% 167.229 SH 8. August 2026 Täglich
AVSC · AMERICAN CENTURY ETF TRUST 0,02% 34.477 NS 31. Mai 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 96.181 SH 8. August 2026 Täglich
VTWV · VANGUARD SCOTTSDALE FUNDS 0,01% 14.650 SH 8. August 2026 Täglich
IWM · iShares Trust 0,01% 388.985 SH 8. August 2026 Täglich
RSSL · Global X Funds 0,01% 7.251 NS 30. April 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 60.239 NS 30. April 2026 N-PORT
ITWO · ProShares Trust 0,01% 785 NS 31. Mai 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,01% 42 NS 31. Mai 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,00% 9.673 SH 8. August 2026 Täglich
DXUV · Dimensional ETF Trust 0,00% 1.437 NS 30. April 2026 N-PORT
UWM · ProShares Trust 0,00% 613 NS 31. Mai 2026 N-PORT
URTY · ProShares Trust 0,00% 623 NS 31. Mai 2026 N-PORT
DFAT · Dimensional ETF Trust 0,00% 16.975 NS 30. April 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 41.759 NS 30. April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 602 NS 31. Mai 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 1.700 NS 30. April 2026 N-PORT
HDG · ProShares Trust 0,00% 16 NS 31. Mai 2026 N-PORT
DFSV · Dimensional ETF Trust 0,00% 4.057 NS 30. April 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 1.304 NS 30. April 2026 N-PORT
IWV · iShares Trust 0,00% 7.553 SH 8. August 2026 Täglich
DFUV · Dimensional ETF Trust 0,00% 5.260 NS 30. April 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 3.631 NS 30. April 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 1.913 NS 31. Mai 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 2.209 NS 30. April 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 192.133 SH 8. August 2026 Täglich
VTI · VANGUARD INDEX FUNDS 0,00% 504.635 SH 8. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.508 SH 8. August 2026 Täglich