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

03
Kurs $300.70
Marktkapitalisierung (MRQ) $2.33B
P/E (TTM) 32.4
EPS (TTM) $9.28
Umsatz (TTM) $632M
ROE (TTM) 17.1%
Verschuldungsgrad (MRQ) 0.3
52W-Spanne $174–$339

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

04
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.

Über UFP Technologies, Inc. - Common Stock Unternehmensübersicht von Wikipedia

05 · wikidata

UFP Technologies, Inc. is an American multinational developer and custom manufacturer of comprehensive solutions for medical devices, sterile packaging, and other highly engineered custom products.

UFP Technologies manufactures a wide range of single-use medical devices, components, and packaging for minimally invasive surgery, infection prevention, wound care, wearables, orthopedic soft goods, and orthopedic implants.

The company also provides highly engineered products and components to customers in the automotive, aerospace and defense, consumer, electronics, and industrial markets.

History

1963-1975

United Packaging Corporation was founded in 1963 by William H. Shaw, Robert W. Drew, and Richard L. Bailly in Woburn, MA as a manufacturer of protective packaging, primarily for electronics. In 1964, the company expanded operations and moved its factory headquarters to Georgetown, Massachusetts. In 1967, the company changed its name to United Foam Plastics Corporation to reflect a broader market capability.

1976-1983

In 1976, with a focus on foam fabrication, the company started precision molding cross-linked polyethylene foam components for the military, consumer, and industrial markets.

1984-1993

In 1988 UFP Technologies introduced compression molded medical protective packaging using specialized foams. On December 17, 1993 the company completed its IPO and formally changed its name to UFP Technologies, Inc. Acquisitions brought new, highly specialized materials including various foams, films, and fabrics used in a range of medical, military, aerospace, consumer, and automotive applications. Additionally, UFP added molded pulp packaging to its portfolio through the acquisition of Moulded Fibre Technology out of Portland, ME.

1994-2003

UFP's growing medical customer base prompted its investment in cleanroom production starting in 1994. In 2001 the company introduced thermoplastic polyurethane (TPU) based pouches and bags as an alternative to foam packaging for the orthopedic implant market. Additional acquisitions expanded its medical foams access and capabilities for a range of applications.

2004-2013

UFP continued to focus on the medical market, accounting for 50% of its $100 million revenue by 2008. Between 2008 and 2013, UFP made five acquisitions to continue its foam offering to medical clients. In 2013 the company introduced a new product line called FlexShield®, a TPU based packaging solution for medical devices, instruments, and orthopedic implants.

2014-2024

In 2016 UFP expanded operations and relocated its headquarters to Newburyport, Massachusetts. In 2022 UFP Technologies sold Molded Fiber Business to CKF, Inc.

In 2022 Sales exceeded $300 million and the firm opened a new medical manufacturing operation in Tijuana, Mexico. In 2023, UFP Technologies was added to the S&P SmallCap 600 index. Additional MedTech acquisitions expanded UFP's international footprint to 5 countries and added complete device manufacturing capabilities. As of 2024, its MedTech business accounted for over 90% of revenue.

Acquisitions

1993 - Moulded Fibre Technology

1997 - FCE Industries

1998 - Pacific Foam Technologies

2000 – Simco Industries

2008 - Stephenson & Lawyer

2009 - Advanced Materials Group

2009 - Foamade Industries Inc.

2009 - E.N. Murray

2013 - Packaging Alternatives Corporation

2018 – Dielectrics

2021 - Contech Medical

2021 – DAS Medical

2022 - Advant Medical

2024 - AJR Enterprises

2024 - AQF Medical

2024 - Marble Medical

2024 - Welch Fluorocarbon

2025 - UNIPEC

2025 - Techno Plastics Industries, Inc. (TPI)

Awards & Recognition

The National Association for Business Resources (NABR):

"Best and Brightest Companies to Work for In The Nation" (2024, 2023, 2022, 2021, 2020, and 2018)

"New England's Best & Brightest to Work For" (formerly "Boston's Best & Brightest Companies to Work For") (2024, 2023, 2022, 2021, 2020, and 2018)

"West Michigan's Best & Brightest Companies to Work For" (2024, 2023, 2022, 2021, 2020, 2019 and 2018)

Diversity Jobs' "Top Diversity Employer (2024)

Forbes

"Most Trusted Companies In America" (2025)

"America's Most Successful Small-Cap Companies" (2024, 2024)

Fortune

"100 Fastest-Growing Companies" (2024)

"Small Business 100" (2009 and 2008)

Boston Business Journal "Top 150 Public Companies"

The Boston Globe's "The Globe 100" (2013-2006)

24/7 Wall Street's "100 Best Small Companies in America" (2012)

== References ==

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

Wikidata ↗

SektorHealth Care BrancheHealth Care Mitarbeiter4.846 LandUS

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

06
Umsatz$603M
2016-12-31 → 2025-12-31
EPS$8.75
2016-12-31 → 2025-12-31
Freier Cashflow·
2016-12-31 → 2024-12-31
Nettogewinnmarge11.4%
2016-12-31 → 2025-12-31
Bewertung & Kennzahlen 07–12

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

Kennzahl 5-Jahres-Trend UFPT 5-Jahres-Durchschnitt Peer-Median Fazit
P/E (TTM) 32.45-Jahres-Durchschnitt ≈28.5 ≈28.5 37.3 Unterbewertet
P/S (TTM) 3.75-Jahres-Durchschnitt ≈2.9 ≈2.9 2.0 Überbewertet
K/B (MRQ) 5.05-Jahres-Durchschnitt ≈4.0 ≈4.0 1.7 Überbewertet
EV / EBITDA 21.75-Jahres-Durchschnitt ≈18.0 ≈18.0 20.6 Unterbewertet
Price / Cash Flow (Kurs / Cashflow) 25.15-Jahres-Durchschnitt ≈33.6 ≈33.6 18.9 Fairer Wert
EV / Revenue (EV / Umsatz) 4.05-Jahres-Durchschnitt ≈3.2 ≈3.2 · ·
Kurs / Materieller Buchwert (MRQ) 7.15-Jahres-Durchschnitt ≈69.0 ≈69.0 · ·
PEG Ratio (PEG-Ratio) ≈0.9 · · ·

Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.

Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median

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

14
Durchschn. Überraschung 6.8%
Nächster Bericht Nov 02, 2026
ZeitraumBerichtEPS ActualEPS est.Überraschung
30. Juni 2026 Aug 3, 2026 $2.92 $2.54 14.7%
31. März 2026 $2.48 $2.29 8.2%
31. Dezember 2025 $2.25 $2.13 5.5%
30. September 2025 $2.11 $2.09 0.91%
30. Juni 2025 $2.21 $2.15 2.9%
31. März 2025 $2.21 $2.04 8.3%

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

15
Gewinn- und Verlustrechnung 17
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue $603M$504M$400M$354M$206M$179M$198M$190M$148M$146M$139M$139M
Cost of Revenue $432M$358M$288M$264M$155M$135M$144M$142M$112M$111M$101M$102M
Gross Profit $170M$147M$112M$90M$51M$45M$54M$48M$35M$35M$37M$37M
R&D Expense $9M$10M$7M$9M$8M$8M$9M$10M$5M$1M$1M$1M
SG&A Expense $77M$62M$51M$46M$29M$27M$29M$28M$24M$24M$24M$24M
Operating Income $92M$81M$58M$55M$21M$17M$25M$20M$12M$12M$12M$12M
Interest Expense ·$8M$4M$3M$39.0K$83.0K$674.0K$1M$50.0K$69.0K$87.0K$154.0K
Interest Income ····$49.0K$0$0$47.0K$216.0K$149.0K$114.0K$46.0K
Other Non-op $-21.0K$189.0K$-117.0K$81.0K$26.0K$-366.0K$-388.0K$64.0K··$27.0K$312.0K
Pretax Income $83M$73M$54M$53M$21M$16M$24M$18M$12M$12M$12M$12M
Income Tax $14M$14M$9M$11M$5M$3M$4M$4M$3M$4M$4M$4M
Net Income $68M$59M$45M$42M$16M$13M$20M$14M$9M$8M$8M$8M
EPS (Basic) $8.87$7.69$5.89$5.52$2.11$1.79$2.66$1.95$1.27$1.11$1.07$1.08
EPS (Diluted) $8.75$7.58$5.83$5.45$2.09$1.77$2.63$1.93$1.26$1.10$1.05$1.05
Shares (Basic) 7,705,0007,668,0007,624,0007,564,0007,524,0007,484,0007,424,0007,347,0007,248,0007,190,0007,102,0007,028,000
Shares (Diluted) 7,804,0007,785,0007,701,0007,663,0007,615,0007,568,0007,516,0007,430,0007,337,0007,275,0007,206,0007,175,000
EBITDA $111M$96M$69M$67M$30M$25M$33M$27M$17M$18M·$16M
Bilanz 29
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $20M$13M$5M$4M$11M$24M$4M$3M$38M$31M$30M$34M
Receivables $83M$85M$64M$55M$39M$26M$29M$28M$21M$21M$17M$16M
Inventory $87M$88M$70M$54M$33M$19M$18M$20M$13M$14M$14M$13M
Prepaid Expense $6M$4M$3M$3M$3M$3M$2M$2M$2M$2M$930.0K$664.0K
Current Assets $201M$195M$145M$116M$87M$72M$53M$56M$75M$70M$63M$67M
PP&E (Net) $79M$71M$62M$58M$57M$54M$57M$58M$54M$49M$47M$35M
PP&E (Gross) $152M$135M$119M$111M$127M$118M$116M$112M$107M$97M$91M$76M
Accum. Depreciation $73M$64M$57M$53M$70M$65M$59M$54M$53M$48M$44M$41M
Goodwill $197M$190M$113M$113M$108M$52M$52M$52M$7M$7M$7M$7M
Intangibles $141M$144M$64M$68M$68M$20M$21M$22M·$318.0K$636.0K$953.0K
Other Non-current Assets $3M$447.0K$469.0K$4M$1M$153.0K$147.0K$201.0K$144.0K$153.0K$2M$2M
Total Assets $655M$629M$404M$378M$334M$203M$189M$190M$138M$128M$120M$113M
Accounts Payable $24M$24M$22M$20M$11M$4M$5M$7M$4M$4M$5M$5M
Accrued Liabilities $29M$30M$22M$23M$17M$8M$8M$8M$5M$5M$5M$5M
Current Liabilities $75M$76M$58M$56M$39M$15M$17M$21M$10M$10M$11M$12M
Capital Leases $14M$12M$11M·$7M$950.0K$2M$0····
Deferred Tax $9M$3M$428.0K$448.0K$3M$5M$5M$4M$2M$3M$3M$2M
Other Non-current Liabilities $4M$11M$15M$18M$15M$1M$334.0K$24.0K$82.0K$184.0K$171.0K·
Total Liabilities $231M$286M$118M$141M$140M$26M$27M$49M$14M$15M$16M$18M
Long-term Debt $135M$189M$32M$55M$75M$0·$25M·$856.0K$2M$3M
Total Debt $135M$189M$32M$55M$75M··$25M·$856.0K·$3M
Common Stock $77.0K$77.0K$76.0K$76.0K$75.0K$75.0K$74.0K$74.0K$73.0K$72.0K$72.0K$71.0K
Paid-in Capital $46M$41M$39M$36M$34M$32M$31M$29M$27M$25M$24M$22M
Retained Earnings $375M$307M$248M$203M$161M$145M$132M$112M$98M$88M$80M$73M
Treasury Stock $587.0K$587.0K$587.0K$587.0K$587.0K$587.0K$587.0K$587.0K$587.0K$587.0K$587.0K·
AOCI $4M$-4M$268.0K$-610.0K$0·······
Stockholders' Equity $424M$343M$286M$238M$194M$177M$162M$140M$124M$113M$104M$95M
Liabilities + Equity $655M$629M$404M$378M$334M$203M$189M$190M$138M$128M$120M$113M
Shares Outstanding 7,676,7857,676,7857,639,7807,639,7807,581,6857,500,0667,446,2097,385,4437,280,3507,212,4647,140,8187,068,815
Cashflow 17
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A $19M$15M$11M$12M$8M$8M$8M$8M$6M$6M$5M$4M
Stock-based Comp $9M$7M$5M$3M$2M$2M$2M$1M$1M$1M$1M$1M
Deferred Tax $5M$1M$823.0K$-4M$-2M$136.0K$792.0K$2M$-1M$576.0K$437.0K$1M
Amort. of Intangibles $10M$7M$4M$4M$1M$1M$1M$1M$300.0K$300.0K$318.0K$393.0K
Restructuring ········$63.0K$420.0K$2M$2M
Other Non-cash $-10M$-15M$-20M$-35M$-11M$1M$924.0K$-4M$3M$-6M·$-3M
Operating Cash Flow $92M$67M$41M$18M$14M$25M$31M$21M$17M$9M$13M$11M
CapEx ·$10M$10M$14M$5M$4M$6M$5M$10M$7M$16M$13M
Investing Cash Flow $-28M$-210M$-10M$1M$-101M$-4M$-6M$-82M$-10M$-7M$-16M·
Debt Issued $0$125M$0$0$40M$0$0$20M····
Net Debt Issued $-12M$90M$-4M$-4M$40M$0$-17M$17M$-856.0K$-1M·$-977.0K
Stock Repurchased ··········$587.0K·
Financing Cash Flow $-58M$152M$-30M$-26M$74M$-285.0K$-25M$26M$-475.0K$-559.0K$-1M·
Net Change in Cash $7M$8M$812.0K$-7M$-13M$20M$505.0K$-35M$7M$2M$-4M·
Taxes Paid $4M$13M$11M$13M$6M$2M$1M$3M$4M$4M$1M$3M
Free Cash Flow ·$57M$31M$4M$9M$21M$25M$16M$7M$2M·$-2M
Levered FCF ·$50M$28M$2M$9M$21M$25M$15M$7M$2M··
Rentabilität 8
Kennzahl Trend 202520242023202220212020201920182017201620152014
Gross Margin 28.3%29.1%28.1%25.5%24.8%24.9%27.2%25.4%24.0%23.7%·26.5%
Operating Margin 15.3%16.0%14.4%15.7%10.3%9.3%12.4%10.3%7.9%8.4%·8.3%
Net Margin 11.3%11.7%11.2%11.8%7.7%7.4%10.0%7.5%6.2%5.5%·5.4%
Pretax Margin 13.7%14.5%13.5%14.9%10.3%9.1%11.9%9.7%8.0%8.4%·8.5%
EBITDA Margin 18.5%18.9%17.3%19.0%14.4%13.9%16.6%14.4%11.7%12.2%·11.4%
ROA 10.6%11.4%11.5%11.7%5.9%6.8%10.4%8.7%6.9%6.4%·6.9%
ROE 16.9%17.6%16.1%18.0%8.2%7.6%12.4%10.4%7.8%7.4%·8.4%
ROIC 13.7%12.3%15.1%15.0%5.9%7.8%12.7%9.2%7.3%7.0%·7.6%
Liquidität & Solvenz 5
Kennzahl Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.72.62.52.12.54.73.32.77.67.3·5.9
Quick Ratio 1.41.31.21.11.53.32.01.56.05.5·4.4
Debt / Equity 0.30.60.10.20.4··0.2·0.0·0.0
LT Debt / Equity 0.30.50.10.20.4··0.2···0.0
Interest Coverage ·10.015.820.1241.1201.636.714.9233.9177.3··
Effizienz 3
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.91.01.01.00.80.91.01.21.11.2·1.3
Inventory Turnover 5.04.54.76.16.07.37.68.88.37.9·8.6
Receivables Turnover 7.26.86.77.56.36.57.07.76.97.5·8.3
Pro Aktie 5
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share $54.95$44.65·$31.33$25.81$23.59$21.75$19.02$17.08$15.67·$13.44
Revenue / Share $77.24$64.79$51.95$46.17$27.09$23.70$26.39$25.63$20.15$20.09·$19.42
Cash Flow / Share $11.78$8.55$5.37$2.32$1.88$3.31$4.16$2.87$2.38$1.29·$1.55
Cash / Share $2.63$1.75·$0.59$1.48$3.23$0.50$0.44$5.24$4.35·$4.82
EPS (TTM) $8.75$7.58$5.83$5.45$2.09$1.77$2.63$1.93$1.26$1.10$1.05$1.05
Wachstumsraten 9
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 19.5%26.1%13.1%71.5%15.0%·······
Revenue CAGR 3Y 19.4%34.7%30.7%·········
Revenue CAGR 5Y 27.4%···········
EPS YoY 15.4%30.0%7.0%160.8%18.1%·······
EPS CAGR 3Y 17.1%53.6%48.8%·········
EPS CAGR 5Y 37.7%···········
Net Income YoY 15.8%31.3%7.5%163.1%18.8%·······
Net Income CAGR 3Y 17.8%54.9%49.8%·········
Net Income CAGR 5Y 38.6%···········
Bewertung (TTM) 14
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM $603M$504M$400M$354M$206M$179M$198M$190M$148M$146M$139M$139M
Net Income TTM $68M$59M$45M$42M$16M$13M$20M$14M$9M$8M$8M$8M
Market Cap $1.71B$1.88B·$894M$529M$350M$369M$222M$201M$184M·$174M
Enterprise Value $1.83B$2.05B·$944M$593M··$244M·$153M·$143M
P/E 25.432.329.521.633.626.318.915.622.123.122.723.4
P/S 2.83.7·2.52.61.91.91.21.41.3·1.2
P/B 4.05.5·3.82.72.02.31.61.61.6·1.8
P / Tangible Book 20.0212.1·15.927.93.3······
P / Cash Flow 18.628.2·50.437.014.011.810.411.519.5·15.6
P / FCF ·33.0·225.559.516.914.514.028.487.4·-75.2
EV / EBITDA 16.421.5·14.020.0··8.9·8.6·8.9
EV / FCF ·36.1·238.266.7··15.3·72.9·-61.7
EV / Revenue 3.04.1·2.72.9··1.3·1.0·1.0
Earnings Yield 3.9%3.1%3.4%4.6%3.0%3.8%5.3%6.4%4.5%4.3%4.4%4.3%

Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt

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

16
Kennzahl 2025-12-312024-12-312023-12-312022-12-312021-12-31
Umsatz $603M $504M $400M $354M $206M
Bruttogewinnmarge % 28.3% 29.1% 28.1% 25.5% 24.8%
Betriebsgewinnmarge % 15.3% 16.0% 14.4% 15.7% 10.3%
Nettoergebnis $68M $59M $45M $42M $16M
Verwässerte EPS $8.75 $7.58 $5.83 $5.45 $2.09

Institutionelle Eigentümer (13F) 296 Einreicher · $2.4B gesamt · Stand 30. September 2026

17

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 296
Gehaltener Wert $2.4B
Neue Positionen 39
Geschlossene Positionen 32
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
39 (-3 vs. Vorquartal) 32 (+3 vs. Vorquartal) 94 (-1 vs. Vorquartal) 93 (+6 vs. Vorquartal) -53K

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
BlackRock, Inc. $302.622.035 1.141.410 12,43% Aktien
CONGRESS ASSET MANAGEMENT CO $182.260.702 687.439 7,49% Aktien
WASATCH ADVISORS LP $150.487.797 777.313 6,18% Aktien
NEUBERGER BERMAN GROUP LLC $142.384.885 537.038 5,85% Aktien
VANGUARD GROUP INC $118.470.323 533.578 4,87% Aktien
Boston Trust Walden Corp $89.157.386 336.278 3,66% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $87.392.946 329.623 3,59% Aktien
STATE STREET CORP $82.935.580 312.811 3,41% Aktien
AMERICAN CENTURY COMPANIES INC $74.230.610 279.976 3,05% Aktien
UBS Group AG $67.539.216 254.740 2,77% Aktien
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $59.249.662 223.474 2,43% Aktien
GEODE CAPITAL MANAGEMENT, LLC $53.284.151 200.933 2,19% Aktien
Allspring Global Investments Holdings, LLC $52.584.093 195.720 2,16% Aktien
DIMENSIONAL FUND ADVISORS LP $49.396.356 186.313 2,03% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $42.743.728 161.218 1,76% Aktien
AltraVue Capital, LLC $39.097.647 147.466 1,61% Aktien
MORGAN STANLEY $32.979.085 124.387 1,35% Aktien
FRANKLIN RESOURCES INC $30.242.848 114.068 1,24% Aktien
Swedbank AB $27.972.541 105.505 1,15% Aktien
ASHFORD CAPITAL MANAGEMENT INC $27.843.953 105.020 1,14% Aktien
GENEVA CAPITAL MANAGEMENT LLC $27.318.401 103.038 1,12% Aktien
ENVESTNET ASSET MANAGEMENT INC $26.074.607 98.347 1,07% Aktien
Annex Advisory Services, LLC $25.244.182 130.394 1,04% Aktien
NORTHERN TRUST CORP $24.195.763 91.260 0,99% Aktien
NEUMEIER POMA INVESTMENT COUNSEL LLC $22.423.370 84.575 0,92% Aktien
RENAISSANCE TECHNOLOGIES LLC $22.394.205 84.465 0,92% Aktien
Owls Nest Partners IA, LLC $19.813.430 74.731 0,81% Aktien
De Lisle Partners LLP $19.677.115 74.302 0,81% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $19.428.461 73.279 0,80% Aktien
ROYAL BANK OF CANADA $18.066.000 68.136 0,74% Aktien
BANK OF AMERICA CORP /DE/ $15.990.521 60.312 0,66% Aktien
OSAIC HOLDINGS, INC. $15.515.929 58.522 0,64% Aktien
Impax Asset Management Group plc $14.714.715 55.500 0,60% Aktien
Diamond Hill Capital Management, LLC (Investment Advisor) $14.628.813 55.176 0,60% Aktien
VANGUARD FIDUCIARY TRUST CO $14.582.150 55.000 0,60% Aktien
PRINCIPAL FINANCIAL GROUP INC $14.197.712 53.550 0,58% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $13.647.567 51.475 0,56% Aktien
BROWN CAPITAL MANAGEMENT LLC $13.439.175 50.689 0,55% Aktien
Applied Fundamental Research, LLC $13.388.535 50.498 0,55% Aktien
Rockefeller Capital Management L.P. $12.274.193 46.295 0,50% Aktien
RAYMOND JAMES FINANCIAL INC $12.209.501 46.051 0,50% Aktien
ROYCE & ASSOCIATES LP $11.789.005 44.465 0,48% Aktien
SEI INVESTMENTS CO $11.715.364 44.185 0,48% Aktien
Bank of New York Mellon Corp $11.321.581 42.702 0,47% Aktien
Congress Wealth Management LLC / DE / $11.267.249 46.147 0,46% Aktien
Palisades Investment Partners, LLC $10.293.937 38.826 0,42% Aktien
RENAISSANCE GROUP LLC $9.895.447 37.323 0,41% Aktien
Ranger Investment Management, L.P. $9.552.634 36.030 0,39% Aktien
Legato Capital Management LLC $9.359.354 35.301 0,38% Aktien
RICE HALL JAMES & ASSOCIATES, LLC $9.023.434 34.034 0,37% Aktien

Alle 296 institutionellen Eigentümer anzeigen →

Aktivisten & 5%+-Eigentümer 9 Beteiligungen

18

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
Ancora Advisors, LLC ×4 Einreichungen 4. April 2019 · Erste Einreichung · SEC
Thomas E. Lynch, Scott P. Scharfman, Mill Road Capital II GP LLC, Mill Road Capital II, L.P. 19. September 2016 · Erste Einreichung · SEC
Mill Road Capital II, L.P., Mill Road Capital II GP LLC, Thomas E. Lynch, Scott P. Scharfman 19. Februar 2016 · Erste Einreichung Passive Anlage SEC
Nantahala Capital Management, LLC (2) 25. Juli 2011 · Erste Einreichung · SEC
Boston Avenue Capital, LLC, Yorktown Avenue Capital, LLC, Value Fund Advisors, LLC, Charles M. Gillman ×2 Einreichungen 13. März 2007 · Erste Einreichung Passive Anlage SEC
Yorktown Avenue Capital, LLC, Value Fund Advisors, LLC, Charles M. Gillman 15. Mai 2006 · Erste Einreichung Passive Anlage SEC
R. Jeffrey Bailly ×2 Einreichungen 24. März 2006 · Erste Einreichung · SEC
Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter 26. Februar 2001 · Erste Einreichung · SEC
Nicht offengelegter meldender Beteiligter 14. Februar 2001 · 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 28 Insider · 7 Führungskräfte · 7 Direktoren

19
Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Ronald J Lataille Chief Financial Officer 4. Juni 2026 A 20.352 0 0 $0
Mitchell Rock President 4. Juni 2026 A 39.115 0 0 $0
Jeffrey R Bailly Executive Chairman 10. August 2026 S 0 0 7 $-9.110.272
Jason Holt Vice President 6. August 2026 S 7.878 0 2 $-370.058
Ryan K Stafford SVP Human Resources 4. Juni 2026 A 1.448 0 0 $0
Christopher P. Litterio Senior Vice President 2. März 2026 F 11.977 0 10 $-415.550
Steve Cardin Vice President 3. März 2025 F 5.623 0 0 $0
Marc D Kozin Direktor 25. August 2026 S 21.112 0 2 $-2.131.474
Symeria Hudson Direktor 18. August 2026 S 927 0 2 $-720.236
Cynthia L Feldmann Direktor 13. August 2026 S 4.476 0 3 $-611.409
Joseph John Hassett Direktor 4. Juni 2026 A 2.425 0 0 $0
Thomas Oberdorf Direktor 4. Juni 2026 A 13.219 0 0 $0
Daniel C Croteau Direktor 4. Juni 2026 A 1.657 0 1 $-634.977
Robert W Pierce Jr · 9. Juni 2021 A 63.518 0 0 $0
Lucia Luce Quinn · 9. Juni 2021 A 6.086 0 0 $0
Daniel J Shaw · 1. März 2021 F 12.090 0 0 $0
David W Smith · 2. März 2020 F 17.829 0 0 $0
David K Stevenson · 5. Mai 2017 M 18.103 0 0 $0
Kenneth L Gestal · 23. November 2015 M 3.329 0 0 $0
David Bartlett Gould · 6. Mai 2015 M 58.506 0 0 $0
Richard Lesavoy · 14. Mai 2013 S 103.426 0 0 $0
Richard L Bailly · 8. Juni 2011 A 19.734 0 0 $0
Michael John Ross · 4. Juni 2008 A · 0 0 $0
Yorktown Avenue Capital, LLC · 27. November 2006 P 171.153 0 0 $0
William Shaw · 17. August 2006 S 288.924 0 0 $0
WORRELL PETER R · 8. Juni 2006 A 0 0 0 $0
William C Curry · 16. Mai 2006 M 7.252 0 0 $0
Wayne G Williams · 16. Mai 2005 A 53.731 0 0 $0

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

ETF-Besitz Gehalten von 43 ETFs

20

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
CSMD · Professionally Managed Portfolios 2,63% 46.829 NS 31. Juli 2026 N-PORT
PSCH · Invesco Exchange-Traded Fund Trust … 1,24% 7.443 SH 1. Oktober 2026 Täglich
RZG · Invesco Exchange-Traded Fund Trust 0,59% 2.372 SH 1. Oktober 2026 Täglich
FYC · First Trust Exchange-Traded AlphaDE… 0,38% 19.485 NS 31. Juli 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,23% 5.394 NS 31. Juli 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,22% 9.209 SH 19. August 2026 Täglich
QVMS · Invesco Exchange-Traded Fund Trust … 0,16% 1.249 SH 1. Oktober 2026 Täglich
IWO · iShares Trust 0,14% 71.575 SH 11. September 2026 Täglich
FYX · First Trust Exchange-Traded AlphaDE… 0,12% 6.581 NS 31. Juli 2026 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0,12% 8.178 SH 19. August 2026 Täglich
VIOO · VANGUARD ADMIRAL FUNDS 0,11% 27.070 SH 19. August 2026 Täglich
OMFS · Invesco Exchange-Traded Self-Indexe… 0,09% 794 SH 1. Oktober 2026 Täglich
FAD · First Trust Exchange-Traded AlphaDE… 0,08% 1.765 NS 31. Juli 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,08% 2.098 NS 31. Juli 2026 N-PORT
ISCG · iShares Trust 0,07% 2.445 SH 11. September 2026 Täglich
IWM · iShares Trust 0,07% 195.393 SH 11. September 2026 Täglich
RSSL · Global X Funds 0,06% 3.651 NS 31. Juli 2026 N-PORT
EBIT · Harbor ETF Trust 0,06% 29 NS 31. Juli 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,06% 43.885 SH 19. August 2026 Täglich
RILA · Spinnaker ETF Series 0,06% 92 NS 31. Juli 2026 N-PORT
ESML · iShares Trust 0,06% 5.810 SH 11. September 2026 Täglich
PRFZ · Invesco Exchange-Traded Fund Trust 0,05% 4.903 SH 1. Oktober 2026 Täglich
RWJ · Invesco Exchange-Traded Fund Trust … 0,04% 2.894 SH 1. Oktober 2026 Täglich
DFAS · Dimensional ETF Trust 0,04% 24.396 NS 31. Juli 2026 N-PORT
VHT · VANGUARD WORLD FUND 0,03% 22.024 SH 19. August 2026 Täglich
FHLC · FIDELITY COVINGTON TRUST 0,03% 3.446 NS 31. Juli 2026 N-PORT
WSML · iShares Trust 0,02% 503 SH 11. September 2026 Täglich
VXF · VANGUARD INDEX FUNDS 0,02% 88.733 SH 19. August 2026 Täglich
DXUV · Dimensional ETF Trust 0,01% 290 NS 31. Juli 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 17.693 NS 31. Juli 2026 N-PORT
DFUV · Dimensional ETF Trust 0,01% 4.860 NS 31. Juli 2026 N-PORT
TILT · FlexShares Trust 0,01% 668 NS 31. Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 844 NS 31. Juli 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 1.656 NS 31. Juli 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 2.373 NS 31. Juli 2026 N-PORT
ITOT · iShares Trust 0,00% 9.801 SH 11. September 2026 Täglich
IWV · iShares Trust 0,00% 2.031 SH 9. September 2026 Täglich
VTI · VANGUARD INDEX FUNDS 0,00% 233.328 SH 19. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 624 SH 19. August 2026 Täglich
IJR · iShares Trust · 472.245 SH 10. September 2026 Täglich
IJT · iShares Trust · 73.060 SH 9. September 2026 Täglich
XJR · iShares Trust · 1.074 SH 31. August 2026 Täglich
ISCB · iShares Trust · 349 SH 11. September 2026 Täglich

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

21
Bewertung · 10 Analysten KAUF
Median-Ziel $355.00 +18,1%
2 20,0% Starker Kauf
5 50,0% Kauf
3 30,0% Halten
0 0,0% Verkauf
0 0,0% Starker Verkauf

12-Monats-Kursziel

2 Analysten · 2026-09-28

Mittelwert-Ziel $355.00 +18,1%

← Unter allen Zielen Aktueller Preis $300.70
Tief$350.00 Mittelwert$355.00 Hoch$360.00

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

22

FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
UFPT $1.71B 25.4 19.5% 11.3% 16.9% 28.3%
HAE $2.45B 26.4 -2.0% 7.3% 11.8% 59.0%
QDEL $1.99B -1.8 -1.9% -41.4% -48.0% ·
ICUI $3.52B 4755.7 -6.3% 0.03% 0.03% 36.8%
XRAY $2.28B -3.8 -3.0% -16.2% -36.4% 50.0%
NEOG $1.95B -224.2 -2.7% -0.91% -0.38% 46.9%
STAA $1.17B -14.6 -23.7% -33.6% -23.6% 76.2%
BVS · 22.5 -0.91% 4.0% 13.7% 68.3%
KIDS $446M -10.5 15.4% -16.8% -11.3% 73.0%
CERS $396M -25.8 16.1% -6.7% -26.0% ·

Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis

25

Derzeit kein offenes Signal – keine Karte ist ausgefüllt, und das ist ehrlich.

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

26

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.

Quelle: SEC 10-Q eingereicht Aug 6, 2026