Auf dieser Seite
01LPLA Preis
02Momentaufnahme
03Chart
06Performance
07Bewertung & Kennzahlen
13Dividenden
14Erträge
15Vollständige Fundamentaldaten
16Erklärungen
17Institutionelle Eigentümer (13F)
18Aktivisten & 5%+-Eigentümer
19Unternehmensinsider
20ETF-Besitz
21Konsens
22Peers
23Nachrichten
25Handelssignale
26Meine Kennzahlen
LPLA LPL Financial Holdings Inc. - Common Stock
NASDAQ · Financial Services · Auf SEC EDGAR ansehen ↗ Schließen Okt 2, 2026 10-K/10-Q Aug 3, 2026
$316,44
· % der 52-Wochen-Spanne
· über Tiefststand
· zu hoch
$260,1552-Wochen-Tief
$400,1652-Wochen-Hoch
P/E (TTM)
25.4
EPS (TTM)
$12.45
Umsatz (TTM)
$19.61B
Ihre Abzeichen
52W-Spanne
$260–$400
Analystenbewertung
BUY
Kursziel
$423
P/E
25.4
ROE
18.6%
Nettogewinnmarge
5.1%
Ihre Abzeichenleiste ist leer – heften Sie eine Kennzahl auf dieser Seite an.
LPLA Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$316.44
P/E (TTM)
25.4
EPS (TTM)
$12.45
Umsatz (TTM)
$19.61B
ROE (TTM)
18.6%
52W-Spanne
$260–$400
LPLA 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$16.99B2016-12-31 → 2025-12-31
EPS$10.922016-12-31 → 2025-12-31
Freier Cashflow$-982M2016-12-31 → 2025-12-31
Nettogewinnmarge5.1%2016-12-31 → 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 | LPLA | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| P/E (TTM) | 25.45-Jahres-Durchschnitt ≈24.4 | ≈24.4 | 18.1 | Überbewertet | |
| PEG Ratio (PEG-Ratio) | ≈1.9 | · | · | · |
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 | LPLA | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| EBITDA Margin (EBITDA-Marge) | 2.3%5-Jahres-Durchschnitt ≈2.3% | ≈2.3% | 2.1% | Im Einklang | |
| Vorgewinnmarge (TTM) | 7.0%5-Jahres-Durchschnitt ≈10.6% | ≈10.6% | 27.0% | Schwach | |
| Nettogewinnmarge (TTM) | 5.1%5-Jahres-Durchschnitt ≈8.0% | ≈8.0% | 20.7% | Schwach | |
| ROA (TTM) | 5.4%5-Jahres-Durchschnitt ≈8.2% | ≈8.2% | 2.5% | Spitzenklasse | |
| ROE (TTM) | 18.6%5-Jahres-Durchschnitt ≈34.7% | ≈34.7% | 17.8% | Schwach |
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Für diese Kennzahlengruppe sind noch keine Daten verfügbar
Noch nicht genügend Fundamentaldaten vorhanden, um diese Kennzahlengruppe zu berechnen.
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
| Kennzahl | 5-Jahres-Trend | LPLA | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Revenue YoY (Umsatz YoY) | 37.2%5-Jahres-Durchschnitt ≈24.0% | ≈24.0% | · | · | |
| Revenue CAGR 3Y (Umsatz CAGR 3J) | 25.5%5-Jahres-Durchschnitt ≈20.7% | ≈20.7% | · | · | |
| Revenue CAGR 5Y (Umsatz CAGR 5J) | 23.7% | · | · | · | |
| EPS YoY (EPS VjV) | -22.2%5-Jahres-Durchschnitt ≈18.5% | ≈18.5% | · | · | |
| Net Income YoY (Nettogewinn YoY) | -18.5%5-Jahres-Durchschnitt ≈17.6% | ≈17.6% | · | · | |
| EPS CAGR 3Y (EPS CAGR 3J) | 1.6%5-Jahres-Durchschnitt ≈23.3% | ≈23.3% | · | · | |
| EPS CAGR 5Y (EPS CAGR 5J) | 13.3% | · | · | · | |
| Net Income CAGR 3Y (Nettoergebnis CAGR 3J) | 0.68%5-Jahres-Durchschnitt ≈21.3% | ≈21.3% | · | · | |
| Net Income CAGR 5Y (Nettoergebnis CAGR 5J) | 12.8% | · | · | · |
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
| Kennzahl | 5-Jahres-Trend | LPLA | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Asset Turnover (Umsatz / Vermögenswerte) | 1.15-Jahres-Durchschnitt ≈1.0 | ≈1.0 | 0.1 | Spitzenklasse | |
| Revenue / Employee (Umsatz / Mitarbeiter) | ≈$1.7M | · | · | · |
Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
Ausschüttungsquote10.9%
Annualisierte Auszahlung≈$1.20
5J Div CAGR≈3.7%
| Ex-Datum | Betrag | Währung | Rendite |
|---|---|---|---|
| Aug 14, 2026 | $0,30 | USD | ≈0.32% |
| Mai 21, 2026 | $0,30 | USD | ≈0.42% |
| Mär 10, 2026 | $0,30 | USD | ≈0.39% |
| Nov 13, 2025 | $0,30 | USD | ≈0.32% |
| Aug 15, 2025 | $0,30 | USD | ≈0.34% |
| Mai 30, 2025 | $0,30 | USD | ≈0.31% |
| Mär 11, 2025 | $0,30 | USD | ≈0.38% |
| Nov 14, 2024 | $0,30 | USD | ≈0.38% |
| Aug 9, 2024 | $0,30 | USD | ≈0.61% |
| Mai 20, 2024 | $0,30 | USD | ≈0.45% |
| Mär 11, 2024 | $0,30 | USD | ≈0.45% |
| Nov 8, 2023 | $0,30 | USD | ≈0.54% |
| Aug 10, 2023 | $0,30 | USD | ≈0.51% |
| Mai 17, 2023 | $0,30 | USD | ≈0.69% |
| Mär 13, 2023 | $0,30 | USD | ≈0.52% |
| Nov 9, 2022 | $0,25 | USD | ≈0.39% |
| Aug 16, 2022 | $0,25 | USD | ≈0.44% |
| Jun 8, 2022 | $0,25 | USD | ≈0.49% |
| Mär 14, 2022 | $0,25 | USD | ≈0.62% |
| Nov 9, 2021 | $0,25 | USD | ≈0.61% |
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
7.3%
Nächster Bericht
Okt 28, 2026
| Zeitraum | Bericht | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|---|
| 30. Juni 2026 | Jul 29, 2026 | $5.84 | $5.51 | 6.0% |
| 31. März 2026 | $5.60 | $5.60 | 0.07% | |
| 31. Dezember 2025 | $5.60 | $5.03 | 11.3% | |
| 30. September 2025 | $5.20 | $4.57 | 13.7% | |
| 30. Juni 2025 | $4.51 | $4.31 | 4.6% | |
| 31. März 2025 | $5.15 | $4.76 | 8.1% |
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 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $16.99B | $12.39B | $10.05B | $8.60B | $7.72B | $5.87B | $5.62B | $5.19B | $4.28B | $4.05B | $4.28B | $4.37B | |
| Operating Expenses | $15.84B | $10.99B | $8.61B | $7.49B | $7.12B | $5.25B | $4.88B | $4.47B | $3.79B | $3.66B | $3.93B | $4.02B | |
| Interest Income | $232M | $188M | $159M | $77M | $29M | $29M | $47M | · | · | · | · | · | |
| Pretax Income | $1.15B | $1.39B | $1.44B | $1.11B | $601M | $626M | $742M | $593M | $365M | $298M | $283M | $295M | |
| Income Tax | $286M | $334M | $379M | $266M | $141M | $153M | $182M | $153M | $126M | $106M | $114M | $117M | |
| Net Income | $863M | $1.06B | $1.07B | $846M | $460M | $473M | $560M | $439M | $239M | $192M | $169M | $178M | |
| EPS (Basic) | $10.97 | $14.17 | $13.88 | $10.60 | $5.75 | $5.96 | $6.78 | $4.99 | $2.65 | $2.15 | $1.77 | $1.78 | |
| EPS (Diluted) | $10.92 | $14.03 | $13.69 | $10.40 | $5.63 | $5.86 | $6.62 | $4.85 | $2.59 | $2.13 | $1.74 | $1.75 | |
| Shares (Basic) | 78,681,000 | 74,713,000 | 76,807,000 | 79,801,000 | 80,002,000 | 79,244,000 | 82,552,000 | 88,119,000 | 90,002,000 | 89,072,000 | 95,273,000 | 99,847,000 | |
| Shares (Diluted) | 79,061,000 | 75,427,000 | 77,861,000 | 81,285,000 | 81,742,000 | 80,702,000 | 84,624,000 | 90,619,000 | 92,115,000 | 90,013,000 | 96,786,000 | 101,651,000 | |
| EBITDA | $393M | $308M | $247M | $200M | $151M | $110M | $96M | $88M | $84M | $76M | $73M | $58M |
Bilanz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.04B | $967M | $466M | $848M | $495M | $809M | $590M | $511M | $811M | $748M | $725M | $412M | |
| Short-term Investments | $92M | $57M | $91M | $53M | $49M | $42M | · | · | · | · | · | · | |
| PP&E (Net) | $1.41B | $1.21B | $933M | $780M | $659M | $583M | $533M | $461M | $413M | $387M | $275M | $214M | |
| PP&E (Gross) | $3.18B | $2.59B | $1.99B | $1.60B | $1.28B | $1.07B | $921M | $770M | $840M | $743M | $604M | $503M | |
| Accum. Depreciation | $1.77B | $1.38B | $1.06B | $817M | $624M | $490M | $388M | $308M | $427M | $356M | $329M | $289M | |
| Goodwill | $2.64B | $2.17B | $1.86B | $1.64B | $1.64B | $1.51B | $1.50B | $1.49B | $1.43B | $1.37B | $1.37B | $1.37B | |
| Intangibles | $3.33B | $1.48B | $672M | $428M | $455M | $397M | $440M | $484M | $414M | $354M | $392M | $431M | |
| Total Assets | $18.49B | $13.32B | $10.39B | $9.48B | $7.99B | $6.60B | $5.88B | $5.48B | $5.36B | $4.83B | $4.52B | $4.04B | |
| Deferred Tax | · | · | · | · | · | $0 | $2M | $18M | $16M | $26M | $36M | $66M | |
| Total Liabilities | $13.15B | $10.39B | $8.31B | $7.31B | $6.32B | $5.28B | $4.86B | $4.50B | $4.39B | $4.01B | $3.81B | $3.07B | |
| Long-term Debt | $7.26B | $5.49B | $3.73B | $2.72B | $2.81B | $2.35B | $2.40B | $2.37B | $2.39B | $2.18B | $2.19B | $1.63B | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $1.63B | |
| Common Stock | $136.0K | $131.0K | $130.0K | $130.0K | $129.0K | $127.0K | $126.0K | $125.0K | $123.0K | $120.0K | $119.0K | $118.0K | |
| Retained Earnings | $5.84B | $5.07B | $4.09B | $3.10B | $2.33B | $1.94B | $1.55B | $1.07B | $718M | $570M | $469M | $396M | |
| Treasury Stock | $4.33B | $4.20B | $3.99B | $2.85B | $2.50B | $2.39B | $2.23B | $1.73B | $1.31B | $1.19B | $1.17B | $781M | |
| AOCI | · | · | · | · | · | · | · | · | $0 | $315.0K | $553.0K | $937.0K | |
| Stockholders' Equity | $5.34B | $2.93B | $2.08B | $2.17B | $1.67B | $1.31B | $1.02B | $974M | $965M | $821M | $716M | $972M | |
| Liabilities + Equity | $18.49B | $13.32B | $10.39B | $9.48B | $7.99B | $6.60B | $5.88B | $5.48B | $5.36B | $4.83B | $4.52B | $4.04B |
Cashflow
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $393M | $308M | $247M | $200M | $151M | $110M | $96M | $88M | $84M | $76M | $73M | $58M | |
| Stock-based Comp | $79M | $92M | $69M | $53M | $44M | $34M | $33M | $29M | $29M | $25M | $29M | $28M | |
| Deferred Tax | $53M | $-76M | $-68M | $-93M | $18M | $-24M | $-19M | $-2M | $-9M | $-12M | $-30M | $-24M | |
| Amort. of Intangibles | $237M | $135M | $107M | $88M | $79M | $67M | $65M | $60M | $38M | $38M | $38M | $39M | |
| Restructuring | · | · | · | · | · | · | · | · | $0 | $0 | $12M | $35M | |
| Other Non-cash | $-1.80B | $-1.11B | $-801M | $941M | $-221M | $197M | $-46M | $27M | $102M | $-6M | $38M | $-7M | |
| Operating Cash Flow | $-411M | $278M | $513M | $1.95B | $453M | $790M | $624M | $582M | $453M | $389M | $279M | $232M | |
| CapEx | $570M | $563M | $403M | $307M | $216M | $156M | $156M | $133M | $112M | $128M | $73M | $90M | |
| Investing Cash Flow | $-2.39B | $-1.59B | $-860M | $-376M | $-459M | $-187M | $-181M | $-162M | $-438M | $-127M | $-75M | $-93M | |
| Net Debt Issued | · | · | · | · | · | $-11M | · | · | · | · | · | · | |
| Stock Issued | $1.73B | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $100M | $170M | $1.10B | $325M | $90M | $150M | $500M | $418M | $114M | $25M | $391M | $275M | |
| Net Stock Activity | $1.62B | $-170M | $-1.10B | $-325M | $-90M | $-150M | $-500M | $-418M | $-114M | $-25M | $-391M | $-275M | |
| Dividends Paid | $94M | $90M | $92M | $80M | $80M | $79M | $83M | $88M | $90M | $89M | $96M | $96M | |
| Financing Cash Flow | $3.17B | $1.42B | $-209M | $-504M | $279M | $-275M | $-533M | $-483M | $51M | $-127M | $108M | $-243M | |
| Net Change in Cash | $371M | $103M | $-556M | $1.06B | $273M | $327M | $-90M | $-64M | $67M | $135M | $312M | $-104M | |
| Free Cash Flow | $-982M | $-285M | $109M | $1.64B | $237M | $634M | $467M | $449M | $332M | $147M | $207M | $143M |
Rentabilität
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 5.1% | 8.6% | 10.6% | 9.8% | 6.0% | 8.1% | 10.0% | 8.5% | 5.6% | 4.7% | 4.0% | 4.1% | |
| Pretax Margin | 6.8% | 11.2% | 14.4% | 12.9% | 7.8% | 10.7% | 13.2% | 11.4% | 8.5% | 7.3% | 6.6% | 6.7% | |
| EBITDA Margin | 2.3% | 2.5% | 2.5% | 2.3% | 2.0% | 1.9% | 1.7% | 1.7% | 2.0% | 1.9% | 1.7% | 1.3% | |
| ROA | 5.4% | 8.9% | 10.7% | 9.7% | 6.3% | 7.6% | 9.9% | 8.1% | 4.7% | 4.1% | 3.9% | 4.4% | |
| ROE | 16.6% | 37.1% | 51.1% | 40.6% | 28.0% | 37.5% | 54.8% | 45.0% | 25.1% | 23.8% | 20.3% | 17.5% |
Liquidität & Solvenz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 1.7 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 1.6 |
Effizienz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 1.0 | 1.0 | 1.1 | 0.9 | 1.0 | 1.0 | 0.8 | 0.9 | 1.0 | 1.1 |
Pro Aktie
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $214.89 | $164.20 | $129.11 | $105.81 | $94.45 | $72.76 | $66.47 | $57.26 | $46.48 | $44.99 | $44.17 | $43.03 | |
| Cash Flow / Share | $-5.20 | $3.68 | $6.58 | $23.94 | $5.54 | $9.79 | $7.37 | $6.42 | $4.82 | $3.05 | $2.89 | $2.28 | |
| Dividend Paid / Share | $1.20 | $1.20 | $1.20 | $1.00 | $1.00 | $1.00 | $1.00 | · | · | · | · | · | |
| EPS (TTM) | $10.92 | $14.03 | $13.69 | $10.40 | $5.63 | $5.86 | $6.62 | $4.85 | $2.59 | $2.13 | $1.74 | $1.75 |
Wachstumsraten
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 37.2% | 23.2% | 16.9% | 11.4% | 31.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 25.5% | 17.1% | 19.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -22.2% | 2.5% | 31.6% | 84.7% | -3.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.6% | 35.6% | 32.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.5% | -0.72% | 26.1% | 83.9% | -2.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.68% | 32.0% | 31.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 3.6% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $16.99B | $12.39B | $10.05B | $8.60B | $7.72B | $5.87B | $5.62B | $5.19B | $4.28B | $4.05B | $4.28B | $4.37B | |
| Net Income TTM | $863M | $1.06B | $1.07B | $846M | $460M | $473M | $560M | $439M | $239M | $192M | $169M | $178M | |
| P/E | 32.7 | 23.3 | 16.6 | 20.8 | 28.4 | 17.8 | 13.9 | 12.6 | 22.1 | 16.5 | 24.5 | 25.5 | |
| Earnings Yield | 3.1% | 4.3% | 6.0% | 4.8% | 3.5% | 5.6% | 7.2% | 7.9% | 4.5% | 6.0% | 4.1% | 3.9% | |
| Payout Ratio | 10.9% | 8.5% | 8.6% | 9.4% | 17.4% | 16.7% | 14.8% | 20.1% | 37.8% | 46.4% | 56.8% | 53.7% | |
| Annual Payout | $94M | $90M | $92M | $80M | $80M | $79M | $83M | $88M | $90M | $89M | $96M | $96M |
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 | $5.19B | $4.94B | $4.93B | $4.55B | $3.84B | $3.67B | $3.51B | $3.11B | $2.93B | $2.83B | $2.64B | $2.52B | $2.47B | $2.42B | $2.33B | $2.16B | |
| Operating Expenses | $4.67B | $4.45B | $4.53B | $4.59B | $3.47B | $3.25B | $3.17B | $2.76B | $2.60B | $2.46B | $2.35B | $2.20B | $2.08B | $1.97B | $1.91B | $1.86B | |
| Interest Income | $47M | $45M | $50M | $61M | $77M | $44M | $47M | $50M | $47M | $44M | $43M | $41M | $38M | $37M | $37M | $22M | |
| Pretax Income | $516M | $485M | $398M | $-34M | $369M | $417M | $341M | $347M | $330M | $374M | $294M | $318M | $389M | $444M | $419M | $307M | |
| Income Tax | $136M | $128M | $97M | $-5M | $96M | $99M | $71M | $92M | $86M | $85M | $76M | $93M | $103M | $106M | $100M | $74M | |
| Net Income | $379M | $356M | $301M | $-30M | $273M | $319M | $271M | $255M | $244M | $289M | $218M | $224M | $286M | $339M | $319M | $232M | |
| EPS (Basic) | $4.75 | $4.45 | $3.65 | $-0.37 | $3.42 | $4.27 | $3.63 | $3.41 | $3.26 | $3.87 | $2.93 | $2.95 | $3.70 | $4.30 | $4.01 | $2.91 | |
| EPS (Diluted) | $4.74 | $4.43 | $3.65 | $-0.37 | $3.40 | $4.24 | $3.58 | $3.39 | $3.23 | $3.83 | $2.89 | $2.91 | $3.65 | $4.24 | $3.93 | $2.86 | |
| Shares (Basic) | 79,791,000 | 80,113,000 | · | 80,017,000 | 79,984,000 | 74,600,000 | · | 74,776,000 | 74,725,000 | 74,562,000 | · | 76,062,000 | 77,234,000 | 78,750,000 | · | 79,805,000 | |
| Shares (Diluted) | 80,032,000 | 80,446,000 | · | 80,357,000 | 80,373,000 | 75,112,000 | · | 75,405,000 | 75,548,000 | 75,463,000 | · | 77,147,000 | 78,194,000 | 79,974,000 | · | 81,250,000 | |
| EBITDA | $110M | $106M | · | $100M | $96M | $92M | · | $78M | $71M | $67M | · | $65M | $58M | $56M | · | $52M |
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 | $1.28B | $1.02B | $1.04B | $1.34B | $4.19B | $1.23B | $967M | $1.47B | $1.32B | $1.10B | $466M | $799M | $761M | $470M | $848M | $1.22B | |
| Short-term Investments | $203M | $100M | $92M | $215M | $140M | $138M | $57M | $111M | $90M | $57M | · | $53M | $50M | $51M | · | $62M | |
| PP&E (Net) | $1.57B | $1.47B | $1.41B | $1.34B | $1.28B | $1.24B | $1.21B | $1.14B | $1.07B | $987M | · | $883M | $850M | $816M | · | $751M | |
| PP&E (Gross) | · | · | $3.18B | · | · | · | $2.59B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.77B | · | · | · | $1.38B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.68B | $2.66B | $2.64B | $2.67B | $2.21B | $2.21B | $2.17B | $1.87B | $1.86B | $1.84B | $1.86B | $1.77B | $1.77B | $1.77B | $1.64B | $1.64B | |
| Intangibles | $3.43B | $3.41B | $3.33B | $3.30B | $1.64B | $1.57B | $1.48B | $782M | $783M | $691M | · | $641M | $606M | $580M | · | $428M | |
| Total Assets | $19.79B | $18.84B | $18.49B | $18.03B | $17.47B | $13.96B | $13.32B | $11.94B | $11.50B | $11.02B | · | $9.49B | $9.39B | $9.17B | · | $9.70B | |
| Total Liabilities | $14.03B | $13.15B | $13.15B | $12.99B | $12.40B | $10.84B | $10.39B | $9.17B | $8.99B | $8.75B | · | $7.40B | $7.27B | $6.97B | · | $7.70B | |
| Long-term Debt | $7.46B | $7.18B | $7.26B | $7.52B | $7.18B | $5.69B | $5.49B | $4.44B | $4.44B | $3.85B | · | $3.12B | $3.00B | $2.85B | · | $2.72B | |
| Common Stock | $137.0K | $137.0K | $136.0K | $136.0K | $136.0K | $131.0K | $131.0K | $131.0K | $131.0K | $131.0K | · | $130.0K | $130.0K | $130.0K | · | $129.0K | |
| Retained Earnings | $6.52B | $6.17B | $5.84B | $5.57B | $5.62B | $5.37B | $5.07B | $4.81B | $4.58B | $4.35B | · | $3.89B | $3.68B | $3.42B | · | $2.80B | |
| Treasury Stock | $4.66B | $4.35B | $4.33B | $4.33B | $4.33B | $4.33B | $4.20B | $4.10B | $4.10B | $4.10B | · | $3.77B | $3.51B | $3.16B | · | $2.70B | |
| Stockholders' Equity | $5.76B | $5.69B | $5.34B | $5.04B | $5.07B | $3.12B | $2.93B | $2.77B | $2.52B | $2.27B | $2.08B | $2.09B | $2.12B | $2.19B | $2.17B | $2.00B | |
| Liabilities + Equity | $19.79B | $18.84B | $18.49B | $18.03B | $17.47B | $13.96B | $13.32B | $11.94B | $11.50B | $11.02B | · | $9.49B | $9.39B | $9.17B | · | $9.70B |
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 | $110M | $106M | $105M | $100M | $96M | $92M | $92M | $78M | $71M | $67M | $68M | $65M | $58M | $56M | $54M | $52M | |
| Stock-based Comp | $24M | $23M | $20M | $19M | $20M | $19M | $27M | $21M | $21M | $23M | $16M | $16M | $17M | $19M | $13M | $12M | |
| Deferred Tax | $27M | $-22M | $53M | $-171.0K | $-106.0K | $-72.0K | $-76M | $103.0K | $-69.0K | $4.0K | $-68M | $-18.0K | $-46.0K | $-96.0K | $-93M | $-50.0K | |
| Amort. of Intangibles | $71M | $67M | $82M | $65M | $46M | $44M | $43M | $32M | $31M | $30M | $29M | $28M | $27M | $24M | $23M | $23M | |
| Other Non-cash | · | $-173M | · | · | · | $-90M | · | · | · | $47M | · | · | · | $-619M | · | · | |
| Operating Cash Flow | $402M | $290M | $785M | $-1.73B | $193M | $340M | $-179M | $209M | $-179M | $426M | $143M | $173M | $403M | $-206M | $-177M | $2.12B | |
| CapEx | $199M | $166M | $172M | $142M | $137M | $119M | $166M | $147M | $129M | $121M | $106M | $95M | $101M | $101M | $74M | $82M | |
| Investing Cash Flow | $-305M | $-312M | $-253M | $-1.68B | $-250M | $-199M | $-1.03B | $-181M | $-246M | $-130M | $-202M | $-156M | $-151M | $-351M | $-99M | $-106M | |
| Stock Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $309M | $0 | $0 | $0 | $-240.0K | $100M | $100M | $0 | $0 | $70M | $225M | $250M | $350M | $275M | $150M | $75M | |
| Net Stock Activity | · | $0 | · | · | · | $-100M | · | · | · | $-70M | · | · | · | $-275M | · | · | |
| Dividends Paid | $24M | $24M | $24M | $24M | $24M | $22M | $22M | $22M | $22M | $22M | $23M | $23M | $23M | $24M | $20M | $20M | |
| Financing Cash Flow | $-74M | $-128M | $-298M | $321M | $3.12B | $30M | $935M | $-24M | $557M | $-50M | $365M | $-155M | $-221M | $-198M | $-167M | $-94M | |
| Free Cash Flow | · | $125M | · | · | · | $220M | · | · | · | $305M | · | · | · | $-307M | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 7.3% | 7.2% | · | -0.65% | 7.1% | 8.7% | · | 8.2% | 8.3% | 10.2% | · | 8.9% | 11.6% | 14.0% | · | 10.7% | |
| Pretax Margin | 9.9% | 9.8% | · | -0.75% | 9.6% | 11.4% | · | 11.2% | 11.3% | 13.2% | · | 12.6% | 15.8% | 18.4% | · | 14.2% | |
| EBITDA Margin | 2.1% | 2.1% | · | 2.2% | 2.5% | 2.5% | · | 2.5% | 2.4% | 2.4% | · | 2.6% | 2.4% | 2.3% | · | 2.4% | |
| ROA | 2.0% | 2.2% | · | -0.20% | 1.9% | 2.5% | · | 2.4% | 2.3% | 2.9% | · | 2.3% | 3.3% | 4.0% | · | 2.7% | |
| ROE | 7.0% | 8.1% | · | -0.76% | 7.2% | 11.8% | · | 10.5% | 10.5% | 12.9% | · | 11.0% | 14.4% | 17.3% | · | 12.8% |
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 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 |
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 | $64.81 | $61.39 | · | $56.65 | $47.72 | $48.86 | · | $41.22 | $38.81 | $37.54 | · | $32.70 | $31.57 | $30.23 | · | $26.62 | |
| Cash Flow / Share | · | $3.61 | · | · | · | $4.52 | · | · | · | $5.64 | · | · | · | $-2.57 | · | · | |
| Dividend / Share | $0.30 | $0.30 | · | $0.30 | $0.30 | $0.30 | · | $0.30 | $0.30 | $0.30 | · | $0.30 | $0.30 | $0.30 | · | $0.25 | |
| Dividend Paid / Share | · | · | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.25 | $0.25 | |
| EPS (TTM) | $12.45 | $11.11 | · | $10.85 | $14.61 | $14.44 | · | $13.34 | $12.86 | $13.28 | · | $14.73 | $14.68 | $13.00 | · | $7.79 |
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 | $19.61B | $18.26B | · | $15.57B | $14.13B | $13.22B | · | $11.52B | $10.93B | $10.47B | · | $9.74B | $9.38B | $8.95B | · | $8.36B | |
| Net Income TTM | $1.01B | $901M | · | $833M | $1.12B | $1.09B | · | $1.01B | $974M | $1.02B | · | $1.17B | $1.18B | $1.05B | · | $635M | |
| P/E | 22.6 | 27.1 | · | 30.7 | 25.7 | 22.7 | · | 17.4 | 21.7 | 19.9 | · | 16.1 | 14.8 | 15.6 | · | 28.0 | |
| Earnings Yield | 4.4% | 3.7% | · | 3.3% | 3.9% | 4.4% | · | 5.7% | 4.6% | 5.0% | · | 6.2% | 6.8% | 6.4% | · | 3.6% | |
| Payout Ratio | · | 6.8% | · | · | · | 7.0% | · | · | · | 7.8% | · | · | · | 7.0% | · | · | |
| Annual Payout | $96M | $96M | · | $93M | $91M | $90M | · | $90M | $90M | $91M | · | $89M | $87M | $83M | · | $80M |
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 | $16.99B | $12.39B | $10.05B | $8.60B | $7.72B |
| Nettoergebnis | $863M | $1.06B | $1.07B | $846M | $460M |
| Verwässerte EPS | $10.92 | $14.03 | $13.69 | $10.40 | $5.63 |
Keine Daten für diese Aufstellung
Noch nicht genügend Fundamentaldaten vorhanden, um diese Aufstellung zu erstellen.
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Freier Cashflow | $-982M | $-285M | $109M | $1.64B | $237M |
Institutionelle Eigentümer (13F) 829 Einreicher · $26.1B 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.
Inhaber
829
Gehaltener Wert
$26.1B
Neue Positionen
99
Geschlossene Positionen
86
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 99 (-12 vs. Vorquartal) | 86 (-45 vs. Vorquartal) | 254 (-27 vs. Vorquartal) | 304 (+40 vs. Vorquartal) | -3.9M |
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 | $2.910.420.461 | 8.148.558 | 11,16% | Aktien |
| BlackRock, Inc. | $1.333.189.048 | 4.732.991 | 5,11% | Aktien |
| Dodge & Cox | $1.289.722.301 | 4.578.679 | 4,94% | Aktien |
| Boston Partners | $1.202.536.760 | 4.250.828 | 4,61% | Aktien |
| JANUS HENDERSON GROUP PLC | $1.103.078.994 | 3.666.780 | 4,23% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.079.399.168 | 3.832.005 | 4,14% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.017.885.608 | 3.613.624 | 3,90% | Aktien |
| PRINCIPAL FINANCIAL GROUP INC | $756.310.423 | 2.684.964 | 2,90% | Aktien |
| SAMLYN CAPITAL, LLC | $677.620.393 | 2.405.639 | 2,60% | Aktien |
| Capital World Investors | $660.051.167 | 2.343.266 | 2,53% | Aktien |
| STATE STREET CORP | $544.836.442 | 1.934.239 | 2,09% | Aktien |
| WCM INVESTMENT MANAGEMENT, LLC | $487.340.050 | 1.810.058 | 1,87% | Aktien |
| GOLDMAN SACHS GROUP INC | $477.716.288 | 1.695.954 | 1,83% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $422.044.035 | 1.502.575 | 1,62% | Aktien |
| ALLIANCEBERNSTEIN L.P. | $416.877.880 | 1.385.759 | 1,60% | Aktien |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $413.826.664 | 1.458.759 | 1,59% | Aktien |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $404.076.225 | 1.434.522 | 1,55% | Aktien |
| LONE PINE CAPITAL LLC | $343.395.806 | 1.219.099 | 1,32% | Aktien |
| SurgoCap Partners LP | $299.487.246 | 1.063.218 | 1,15% | Aktien |
| NORGES BANK | $297.038.039 | 1.054.523 | 1,14% | Aktien |
| VAN ECK ASSOCIATES CORP | $295.297.537 | 1.048.344 | 1,13% | Aktien |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $290.480.528 | 1.031.243 | 1,11% | Aktien |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $279.709.930 | 993.006 | 1,07% | Aktien |
| FMR LLC | $276.438.189 | 981.391 | 1,06% | Aktien |
| MARSHALL WACE, LLP | $274.814.614 | 975.627 | 1,05% | Aktien |
| MORGAN STANLEY | $242.803.907 | 861.982 | 0,93% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $231.074.229 | 820.595 | 0,89% | Aktien |
| BANK OF AMERICA CORP /DE/ | $229.755.843 | 815.663 | 0,88% | Aktien |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $223.389.290 | 793.061 | 0,86% | Aktien |
| Assenagon Asset Management S.A. | $210.439.184 | 747.086 | 0,81% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $181.787.262 | 645.369 | 0,70% | Aktien |
| CITADEL ADVISORS LLC | $181.054.045 | 642.765 | 0,69% | Aktien |
| JANE STREET GROUP, LLC | $180.974.893 | 642.484 | 0,69% | Aktien |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $177.990.884 | 591.666 | 0,68% | Aktien |
| Markel Group Inc. | $157.726.999 | 559.951 | 0,60% | Aktien |
| UBS Group AG | $152.178.747 | 540.254 | 0,58% | Aktien |
| Azora Capital LP | $148.126.217 | 525.867 | 0,57% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $143.675.673 | 510.067 | 0,55% | Aktien |
| NORTHERN TRUST CORP | $143.272.026 | 508.634 | 0,55% | Aktien |
| Point72 Asset Management, L.P. | $142.908.940 | 507.345 | 0,55% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $135.592.584 | 481.371 | 0,52% | Aktien |
| Holocene Advisors, LP | $130.271.085 | 462.479 | 0,50% | Aktien |
| TD Asset Management Inc | $129.959.828 | 461.374 | 0,50% | Aktien |
| BNP PARIBAS FINANCIAL MARKETS | $126.294.326 | 448.361 | 0,48% | Aktien |
| Epoch Investment Partners, Inc. | $126.089.545 | 447.634 | 0,48% | Aktien |
| VICTORY CAPITAL MANAGEMENT INC | $119.392.603 | 423.859 | 0,46% | Aktien |
| Castle Hook Partners LP | $114.620.099 | 406.916 | 0,44% | Aktien |
| WELLS FARGO & COMPANY/MN | $109.072.823 | 387.223 | 0,42% | Aktien |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $107.872.615 | 382.961 | 0,41% | Aktien |
| APG Asset Management N.V. | $107.719.133 | 437.217 | 0,41% | Aktien |
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 |
|---|---|---|---|---|---|
| MARCATO CAPITAL MANAGEMENT LP, RICHARD T. MCGUIRE III, MARCATO, L.P., MARCATO II, L.P., MARCATO INTERNATIONAL MASTER FUND, LTD. ×3 Einreichungen | 14. Januar 2016 | · | 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.
Unternehmensinsider 66 Insider · 20 Führungskräfte · 12 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Richard Steinmeier | Chief Executive Officer | 25. Februar 2026 A | 19.488 | 0 | 6 | $-1.876.483 |
| Matthew J Audette | President and CFO | 15. April 2026 S | 19.803 | 0 | 10 | $-1.025.616 |
| Becky S Shulman | MD & Deputy CFO | 28. September 2011 P | · | 0 | 0 | $0 |
| William E Dwyer III | President, Nat'l Sales | 22. Februar 2013 A | 772.977 | 0 | 0 | $0 |
| Esther M Stearns | President & COO | 22. Februar 2012 M | 616.926 | 0 | 0 | $0 |
| Katharine Reeping | Principal Accounting Officer | 11. September 2026 S | 1.774 | 0 | 1 | $-153.067 |
| Emily Field | Group Managing Director | 5. September 2026 F | 1.833 | 0 | 0 | $0 |
| Aneri Jambusaria | Group Managing Director | 27. August 2026 S | 6.107 | 0 | 4 | $-326.761 |
| Greg Gates | Group Managing Director | 20. August 2026 M | 23.602 | 0 | 20 | $-2.542.504 |
| Matthew Enyedi | Group Managing Director | 31. Juli 2026 S | 13.121 | 0 | 10 | $-1.027.910 |
| Marc Eliot Cohen | Group Managing Director | 12. Juni 2026 F | 4.356 | 0 | 2 | $-1.019.930 |
| Matthew Morningstar | Group Managing Director | 25. Februar 2026 A | 3.415 | 0 | 0 | $0 |
| John J. Mcdermott | MD, Chief Risk Ofc. | 22. Februar 2013 A | 1.780 | 0 | 0 | $0 |
| Stephanie L Brown | MD & General Counsel | 22. Februar 2013 A | 545.788 | 0 | 0 | $0 |
| Christopher Feeney | MD, Chief Information Officer | 6. Dezember 2012 M | 0 | 0 | 0 | $0 |
| Jonathan Eaton | MD, Custom Clearing Services | 30. April 2012 S | 199.109 | 0 | 0 | $0 |
| Denise M. Abood | MD, Human Capital | 22. Dezember 2010 P | 39.134 | 0 | 0 | $0 |
| Steven M. Black | Mng Dir., Chief Risk Officer | 31. Dezember 2008 J | · | 0 | 0 | $0 |
| Bill Maher | Managing Director | 28. Dezember 2008 M | 100 | 0 | 0 | $0 |
| Joseph P Tuorto | Mng Dir, Head of Compliance | 5. Februar 2008 A | · | 0 | 0 | $0 |
| Corey E. Thomas | Direktor | 28. August 2026 A | 14.912 | 0 | 0 | $0 |
| Allison Mnookin | Direktor | 28. August 2026 A | 11.763 | 0 | 0 | $0 |
| James S Putnam | Direktor | 28. August 2026 A | 135.298 | 0 | 0 | $0 |
| William Francis Glavin Jr | Direktor | 28. August 2026 A | 24.074 | 0 | 0 | $0 |
| Richard P Schifter | Direktor | 28. August 2026 A | 39.192 | 0 | 0 | $0 |
| Edward C Bernard | Direktor | 28. August 2026 A | 16.262 | 0 | 0 | $0 |
| Paulett Eberhart | Direktor | 28. August 2026 A | 17.764 | 0 | 0 | $0 |
| Somesh Khanna | Direktor | 15. Mai 2026 A | 851 | 0 | 0 | $0 |
| Albert J Ko | Direktor | 15. Mai 2026 A | 3.299 | 0 | 0 | $0 |
| Anne M Mulcahy | Direktor | 15. Mai 2026 A | 37.431 | 0 | 0 | $0 |
| Jeffrey A Goldstein | Direktor | 22. Februar 2013 A | 1.582 | 0 | 0 | $0 |
| Erik D. Ragatz | Direktor | 1. Dezember 2011 A | 3.180 | 0 | 0 | $0 |
| Sara Dadyar | · | 25. Februar 2025 A | 1.797 | 0 | 0 | $0 |
| Althea Brown | · | 25. Februar 2025 A | 6.711 | 0 | 0 | $0 |
| Dan H. Arnold | · | 14. Juni 2024 M | 142.608 | 0 | 0 | $0 |
| Kabir Sethi | · | 26. Februar 2024 S | 10.245 | 0 | 0 | $0 |
| Sallie R. Larsen | · | 10. November 2023 M | 25.196 | 0 | 0 | $0 |
| Michelle Oroschakoff | · | 27. Februar 2023 S | 23.852 | 0 | 0 | $0 |
| Brent Simonich | · | 25. Februar 2023 A | 6.773 | 0 | 0 | $0 |
| Dayton Semerjian | · | 25. Februar 2023 F | 19.118 | 0 | 0 | $0 |
| Edward Fandrey | · | 28. Februar 2022 S | 15.289 | 0 | 0 | $0 |
| George Burton White | · | 25. Februar 2022 F | 49.578 | 0 | 0 | $0 |
| Scott Seese | · | 14. Juni 2021 M | 24.179 | 0 | 0 | $0 |
| John Andrew Kalbaugh | · | 26. Februar 2021 S | 27.523 | 0 | 0 | $0 |
| James S Riepe | · | 31. März 2020 A | 95.258 | 0 | 0 | $0 |
| Tracy Calder | · | 25. November 2019 M | 8.089 | 0 | 0 | $0 |
| Thomas Gooley | · | 14. März 2019 M | 17.293 | 0 | 0 | $0 |
| Viet D Dinh | · | 23. August 2018 A | 17.364 | 0 | 0 | $0 |
| William P. Morrissey Jr. | · | 13. März 2018 F | 18.091 | 0 | 0 | $0 |
| Marco W. Hellman | · | 6. März 2018 S | 492.390 | 0 | 0 | $0 |
| John Joseph Brennan | · | 24. März 2017 A | 45.883 | 0 | 0 | $0 |
| David P. Bergers | · | 13. März 2017 A | 43.382 | 0 | 0 | $0 |
| Victor Fetter | · | 6. März 2017 F | 23.279 | 0 | 0 | $0 |
| Mark S Casady | · | 2. März 2017 M | 130.957 | 0 | 0 | $0 |
| Jeffrey R. Buchheister | · | 6. März 2016 F | 7.341 | 0 | 0 | $0 |
| Ryan Parker | · | 6. März 2016 F | 11.864 | 0 | 0 | $0 |
| Sharyn Handelsman | · | 2. Juni 2015 M | 6.478 | 0 | 0 | $0 |
| Lux Thomas | · | 18. Mai 2015 M | 10.378 | 0 | 0 | $0 |
| Richard W Boyce | · | 18. Mai 2015 A | 59.990 | 0 | 0 | $0 |
| Mary Frances Schott | · | 6. März 2015 A | 6.446 | 0 | 0 | $0 |
| Mark Helliker | · | 6. März 2015 A | 7.001 | 0 | 0 | $0 |
| Robert J. Moore | · | 24. Februar 2015 F | 56.668 | 0 | 0 | $0 |
| Joan D Khoury | · | 24. Februar 2014 A | 6.817 | 0 | 0 | $0 |
| Derek Bruton | · | 24. Februar 2014 A | 9.402 | 0 | 0 | $0 |
| Jeffrey E Stiefler | · | 19. November 2013 A | 7.767 | 0 | 0 | $0 |
| Allen R Thorpe | · | 15. August 2013 J | 433.003 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 84 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 |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 3,18% | 4.094 NS | 31. Juli 2026 | N-PORT |
| SOVF · Elevation Series Trust | 2,37% | 5.845 NS | 31. Juli 2026 | N-PORT |
| GRW · TCW ETF Trust | 2,11% | 3.872 NS | 31. Juli 2026 | N-PORT |
| NUMG · Nushares ETF Trust | 1,92% | 19.015 NS | 31. Juli 2026 | N-PORT |
| LCLG · Advisors Series Trust | 0,71% | 2.170 NS | 31. Juli 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,51% | 6.447 NS | 31. Juli 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,49% | 612.719 SH | 19. August 2026 | Täglich |
| IYF · iShares Trust | 0,42% | 53.374 SH | 11. September 2026 | Täglich |
| IYG · iShares Trust | 0,38% | 24.313 SH | 11. September 2026 | Täglich |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,38% | 12.022 NS | 31. Juli 2026 | N-PORT |
| IMCG · iShares Trust | 0,37% | 42.611 SH | 11. September 2026 | Täglich |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,34% | 9.357.000 | 1. Oktober 2026 | Täglich |
| FNCL · FIDELITY COVINGTON TRUST | 0,31% | 21.061 NS | 31. Juli 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,30% | 10.164.000 | 1. Oktober 2026 | Täglich |
| NULG · Nushares ETF Trust | 0,29% | 22.237 NS | 31. Juli 2026 | N-PORT |
| IWP · iShares Trust | 0,29% | 160.557 SH | 11. September 2026 | Täglich |
| VFH · VANGUARD WORLD FUND | 0,26% | 130.637 SH | 19. August 2026 | Täglich |
| VXF · VANGUARD INDEX FUNDS | 0,25% | 917.868 SH | 19. August 2026 | Täglich |
| SIZE · iShares Trust | 0,23% | 2.872 SH | 11. September 2026 | Täglich |
| WINN · Harbor ETF Trust | 0,23% | 7.377 NS | 31. Juli 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,23% | 10.005 NS | 31. Juli 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,22% | 1.733.256 SH | 19. August 2026 | Täglich |
| DFVX · Dimensional ETF Trust | 0,21% | 3.140 NS | 31. Juli 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,21% | 8.311 NS | 31. Juli 2026 | N-PORT |
| IWR · iShares Trust | 0,20% | 328.265 SH | 11. September 2026 | Täglich |
| EUSA · iShares, Inc. | 0,20% | 10.860 SH | 11. September 2026 | Täglich |
| IMCB · iShares Trust | 0,19% | 8.997 SH | 11. September 2026 | Täglich |
| IWS · iShares Trust | 0,18% | 76.987 SH | 11. September 2026 | Täglich |
| DFSU · Dimensional ETF Trust | 0,17% | 10.850 NS | 31. Juli 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,12% | 5.208.000 | 1. Oktober 2026 | Täglich |
| DXUV · Dimensional ETF Trust | 0,11% | 1.782 NS | 31. Juli 2026 | N-PORT |
| USXF · iShares Trust | 0,11% | 4.766 SH | 11. September 2026 | Täglich |
| DFAC · Dimensional ETF Trust | 0,11% | 151.128 NS | 31. Juli 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,11% | 503 NS | 31. Juli 2026 | N-PORT |
| GARP · iShares Trust | 0,09% | 8.349 SH | 11. September 2026 | Täglich |
| VEGN · ETF Series Solutions | 0,09% | 470 NS | 31. Juli 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0,09% | 31.604 NS | 31. Juli 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,09% | 8.487 NS | 31. Juli 2026 | N-PORT |
| VRIG · Invesco Actively Managed Exchange-T… | 0,09% | 1.629.000 | 30. September 2026 | Täglich |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,09% | 110.000 | 1. Oktober 2026 | Täglich |
| ILCG · iShares Trust | 0,08% | 7.543 SH | 11. September 2026 | Täglich |
| SUSL · iShares Trust | 0,08% | 2.818 SH | 11. September 2026 | Täglich |
| VUG · VANGUARD INDEX FUNDS | 0,08% | 1.049.051 SH | 19. August 2026 | Täglich |
| GLBL · Pacer Funds Trust | 0,06% | 2 NS | 31. Juli 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 1.515 SH | 1. Oktober 2026 | Täglich |
| DFAU · Dimensional ETF Trust | 0,06% | 20.151 NS | 31. Juli 2026 | N-PORT |
| IWD · iShares Trust | 0,05% | 114.387 SH | 11. September 2026 | Täglich |
| BKLC · BNY Mellon ETF Trust | 0,04% | 6.544 NS | 31. Juli 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 10.617 NS | 31. Juli 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,04% | 1.302 NS | 31. Juli 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,04% | 23.799 NS | 31. Juli 2026 | N-PORT |
| ILCB · iShares Trust | 0,04% | 1.492 SH | 11. September 2026 | Täglich |
| VV · VANGUARD INDEX FUNDS | 0,04% | 93.408 SH | 19. August 2026 | Täglich |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 31.109 SH | 19. August 2026 | Täglich |
| ESGV · VANGUARD WORLD FUND | 0,04% | 18.091 SH | 19. August 2026 | Täglich |
| IWB · iShares Trust | 0,04% | 55.672 SH | 11. September 2026 | Täglich |
| IYY · iShares Trust | 0,04% | 3.446 SH | 10. September 2026 | Täglich |
| IWV · iShares Trust | 0,04% | 22.360 SH | 10. September 2026 | Täglich |
| ITOT · iShares Trust | 0,04% | 104.100 SH | 11. September 2026 | Täglich |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,04% | 13.850 SH | 1. Oktober 2026 | Täglich |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1.075 SH | 30. September 2026 | Täglich |
| TOK · iShares Trust | 0,03% | 218 SH | 10. September 2026 | Täglich |
| TILT · FlexShares Trust | 0,03% | 1.944 NS | 31. Juli 2026 | N-PORT |
| URTH · iShares, Inc. | 0,03% | 7.300 SH | 10. September 2026 | Täglich |
| IWF · iShares Trust | 0,03% | 107.227 SH | 11. September 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | 0,03% | 2.539.315 SH | 19. August 2026 | Täglich |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,03% | 13.138 SH | 19. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,03% | 6.754 SH | 19. August 2026 | Täglich |
| TOV · EA Series Trust | 0,03% | 253 NS | 31. Juli 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 9.189 SH | 1. Oktober 2026 | Täglich |
| USCL · iShares Trust | 0,03% | 2.148 SH | 11. September 2026 | Täglich |
| ACWI · iShares Trust | 0,03% | 24.854 SH | 10. September 2026 | Täglich |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 3.594 SH | 1. Oktober 2026 | Täglich |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 67.504 SH | 19. August 2026 | Täglich |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 44.867 SH | 19. August 2026 | Täglich |
| CRBN · iShares Trust | 0,00% | 161 SH | 9. September 2026 | Täglich |
| GTOS · Invesco Actively Managed Exchange-T… | 0,00% | 5.000 | 30. September 2026 | Täglich |
| GTO · Invesco Actively Managed Exchange-T… | 0,00% | 20.000 | 30. September 2026 | Täglich |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15. Juli 2026 | Täglich |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15. Juli 2026 | Täglich |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15. Juli 2026 | Täglich |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30. Juli 2026 | Täglich |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30. Juli 2026 | Täglich |
| IAI · iShares Trust | · | 98.625 SH | 11. September 2026 | Täglich |
LPLA Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
Bewertung · 23 Analysten
KAUF
Median-Ziel
$397.50
+25,6%
7 30,4%
Starker Kauf
12 52,2%
Kauf
4 17,4%
Halten
0 0,0%
Verkauf
0 0,0%
Starker Verkauf
12-Monats-Kursziel
16 Analysten · 2026-10-03Mittelwert-Ziel $422.88 +33,6%
← Unter allen Zielen
Aktueller Preis $316.44
Tief$362.00
Mittelwert$422.88
Hoch$557.00
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 |
|---|---|---|---|---|---|---|
| LPLA | · | 32.7 | 37.2% | 5.1% | 16.6% | · |
| GS | $260.60B | 17.1 | 8.9% | 29.5% | 13.9% | · |
| SCHW | $207.21B | 21.5 | 22.0% | 37.0% | 17.9% | · |
| IBKR | · | 29.0 | 23.4% | · | · | · |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | · |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | · |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | · |
| JEF | · | 20.3 | 2.9% | 6.3% | 6.6% | · |
| SF | · | 14.2 | 6.7% | 10.8% | 11.7% | · |
| EVR | · | 24.2 | 29.5% | 15.3% | 31.7% | · |
| VIRT | · | 6.5 | 26.2% | 12.9% | 58.4% | · |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis
BLUECHIP_DIP
Abgelaufen
Risiko 1
Belohnung 5,00
Einstieg
$295.18
R:R 5,00
BOUNCE_UP
Abgelaufen
Risiko 1
Belohnung 1,50
Einstieg
$322.24
R:R 1,50
Derzeit kein offenes Signal – keine Karte ist ausgefüllt, und das ist ehrlich.
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das + neben jeder Zeile in den vollständigen Fundamentaldaten oben.
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Quelle: SEC 10-Q eingereicht Aug 3, 2026