UMBF UMB Financial Corporation - Common Stock
$151,45
Kurs · Aug 18, 2026
Fundamentaldaten per Apr 30, 2026
52W-Spanne
$103–$153
97% of range
Analystenbewertung
BUY
19 analysts
Kursziel
$167
+10% upside
P/E (TTM)
16.3
ROE
9.4%
Nettogewinnmarge
26.5%
Über UMB Financial Corporation - Common Stock Unternehmensübersicht von Wikipedia
UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.
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UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.
UMB Financial is the parent company of UMB Bank, which ranks as one of America's Best Banks by Forbes and S&P Global Market Intelligence, based on eight financial measures of asset quality, capital adequacy and profitability. UMB operates banking and wealth management centers in Missouri, Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.
History
In 1919, W.T. Kemper and Associates bought shares in City Center Bank, and R. Crosby Kemper became the president of the company. In 1926, the bank built a six-story headquarters, adding a drive-up service window in 1928. In 1934, the bank was renamed City National Bank and Trust Company and moved to Kansas City's financial center. In 1959, R. Crosby Kemper Jr. (a third generation banker from the Kemper family) became president of the bank and led the installation of its first computer processing system. City National acquired several other banks over the years as banking laws changed. In 1969, it reorganized as a holding company, Missouri Bancshares, which changed its name to United Missouri Bancshares (UMB) in 1971.
In 1987, UMB acquired FCB Corp. and its three banks in Southern Illinois. In 1992, UMB expanded into Colorado with the purchase of Valley Bank and National Bank of the West in Colorado Springs. UMB acquired Denver's Columbine National Bank in 1992, and in 1994, all of UMB's Colorado banks were merged into one entity, UMB Bank Colorado. To reflect its expansion outside of Missouri, UMB changed its name to the current UMB Financial Corporation in 1994. In 1995, UMB acquired Oklahoma Bank and its holding company, First Sooner Bancshares. That same year, UMB entered the online banking market in conjunction with Visa Interactive.
In 2001, UMB purchased Sunstone Financial Group Inc. and rebranded it to UMB Fund Services, Inc. It followed in 2002 with its purchase of State Street Bank & Trust Company of Missouri. In 2001 UMB also established Scout Investment Advisors Inc.
In February 2002, the UMB acquired naming rights to St. Louis' Riverport Amphitheatre and renamed it UMB Bank Pavilion. This agreement expired in 2006, after which Verizon Wireless purchased naming rights. In 2004, Peter deSilva became the president and Mariner Kemper became chairman and CEO of UMB Financial Corporation.
In June 2015, UMB acquired Marquette Financial Companies, which expanded its operations into the U.S states of Minnesota, Texas and Arizona.
In April 2017, the firm sold Reams Asset Management and Scouts Investments to Raymond James Financial for $172.5 million.
In December 2019, UMB had 91 branches located across eight U.S. states: Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas.
UMB acquired Heartland Financial in 2025, bringing it into five more states, including California, Minnesota, New Mexico, Iowa and Wisconsin (which used state and regional-focused brands for their ten banking divisions, all of which have taken the new UMB Bank name), and merged banking and marketing operations in full by the end of the year, with physical signage replaced with UMB branding in mid-October.
As of January 2026, UMB has 211 domestic locations in 14 states: Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.
Lines of business
Accounts Receivable Financing
Commercial Banking and Lending
Healthcare Services: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
Institutional Banking and Lending
Personal Banking: Private Wealth Management and Consumer Banking
Small Business Banking
Transportation Finance
Subsidiaries
Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment adviser that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.
Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
UMBF Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$151.44
Marktkapitalisierung
$11.50B
P/E (TTM)
16.3
EPS (TTM)
$9.29
Umsatz (TTM)
—
Dividendenrendite
1.2%
ROE
9.4%
Verschuldungsgrad
—
52W-Spanne
$103 – $153
UMBF Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Configure
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz & Nettoergebnis
—
EPS
$9.29
2016-12-31
→
2025-12-31
Freier Cashflow
$978M
2016-12-31
→
2025-12-31
Margen
26.5%
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
Kennzahl
5-Jahres-Trend
UMBF
Peer-Median
P/E (TTM)
16.3
12.1
P/S (TTM) (K/V (TTM))
4.3
2.3
P/B (K/B)
1.5
1.1
Price / FCF (Kurs / FCF)
11.8
—
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
Kennzahl
5-Jahres-Trend
UMBF
Peer-Median
Net Profit Margin (Nettogewinnmarge)
26.5%
28.3%
ROA
1.1%
1.2%
ROE
9.4%
11.1%
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Kennzahl
5-Jahres-Trend
UMBF
Peer-Median
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
Kennzahl
5-Jahres-Trend
UMBF
Peer-Median
Revenue YoY (Umsatz YoY)
62.8%
—
Revenue CAGR 3Y (Umsatz CAGR 3J)
21.8%
—
Revenue CAGR 5Y (Umsatz CAGR 5J)
15.5%
—
EPS YoY (EPS VjV)
3.3%
—
Net Income YoY (Nettogewinn YoY)
59.2%
—
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
Kennzahl
5-Jahres-Trend
UMBF
Peer-Median
Payout Ratio (Ausschüttungsquote)
19.3%
—
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
Dividendenrendite
1.2%
Ausschüttungsquote
19.3%
5J Div CAGR
—
| Ex-Datum | Betrag |
|---|---|
| 10. Juni 2026 | $0,4300 |
| 10. März 2026 | $0,4300 |
| 10. Dezember 2025 | $0,4300 |
| 10. September 2025 | $0,4000 |
| 10. Juni 2025 | $0,4000 |
| 10. März 2025 | $0,4000 |
| 10. Dezember 2024 | $0,4000 |
| 10. September 2024 | $0,3900 |
| 10. Juni 2024 | $0,3900 |
| 8. März 2024 | $0,3900 |
| 8. Dezember 2023 | $0,3900 |
| 8. September 2023 | $0,3800 |
| 9. Juni 2023 | $0,3800 |
| 9. März 2023 | $0,3800 |
| 9. Dezember 2022 | $0,3800 |
| 9. September 2022 | $0,3700 |
| 9. Juni 2022 | $0,3700 |
| 9. März 2022 | $0,3700 |
| 9. Dezember 2021 | $0,3700 |
| 9. September 2021 | $0,3700 |
UMBF Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
KAUF
19 Analysten
- Starker Kauf 4 21,1%
- Kauf 12 63,2%
- Halten 3 15,8%
- Verkauf 0 0,0%
- Starker Verkauf 0 0,0%
12-Monats-Kursziel
13 Analysten · 2026-08-16
Median
$167.00
← Unter allen Zielen
$151.44
Tief
$159.00
Hoch
$181.00
Median-Ziel
$167.00
+10,3%
Mittelwert-Ziel
$167.31
+10,5%
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
0.16%
| Zeitraum | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|
| 30. Juni 2026 | $3.56 | $3.19 | 0.37% |
| 31. März 2026 | $3.35 | $2.86 | 0.49% |
| 31. Dezember 2025 | $2.74 | $2.60 | 0.14% |
| 30. September 2025 | $2.36 | $2.50 | -0.14% |
| 30. Juni 2025 | $2.82 | $2.44 | 0.38% |
| 31. März 2025 | $1.94 | $2.24 | -0.30% |
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| WBS | — | 10.7 | 11.9% | — | — | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| SSB | $9.33B | 12.0 | 56.1% | 29.8% | 8.9% | — |
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | — |
| CFR | — | 12.8 | 8.3% | 29.0% | 14.8% | — |
| ONB | $8.69B | 12.5 | — | 26.5% | 8.1% | — |
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | — |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung 10
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $919M | $224M | $46M | $77M | $192M | $122M | $58M | $28M | $19M | $14M | |
| Interest Income | $3.35B | $2.17B | $1.84B | $1.14B | $862M | $808M | $863M | $732M | $617M | $523M | $431M | $364M | |
| Pretax Income | $875M | $541M | $422M | $532M | $429M | $339M | $286M | $224M | $236M | $199M | $128M | $166M | |
| Income Tax | $173M | $100M | $72M | $100M | $76M | $52M | $42M | $27M | $53M | $45M | $32M | $45M | |
| Net Income | $702M | $441M | $350M | $432M | $353M | $287M | $244M | $196M | $247M | $159M | $116M | $121M | |
| EPS (Basic) | $9.35 | $9.05 | $7.22 | $8.93 | $7.31 | $5.95 | $4.99 | $3.97 | $5.02 | $3.25 | $2.46 | $2.69 | |
| EPS (Diluted) | $9.29 | $8.99 | $7.18 | $8.86 | $7.24 | $5.93 | $4.96 | $3.93 | $4.96 | $3.22 | $2.44 | $2.65 | |
| Shares (Basic) | 73,259,082 | 48,747,814 | 48,503,643 | 48,340,922 | 48,271,462 | 48,137,791 | 48,779,263 | 49,334,937 | 49,223,661 | 48,828,313 | 47,126,252 | 44,844,578 | |
| Shares (Diluted) | 73,670,643 | 49,056,956 | 48,763,820 | 48,747,399 | 48,738,292 | 48,343,750 | 49,089,877 | 49,770,737 | 49,839,290 | 49,277,055 | 47,579,334 | 45,445,283 | |
| EBITDA | · | · | · | · | · | · | · | · | · | $-2M | $-3M | · |
Bilanz 17
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $7.77B | $8.45B | $5.53B | $1.56B | $9.21B | $3.50B | $1.67B | $1.67B | $1.72B | $1.06B | $819M | $1.79B | |
| PP&E (Net) | $398M | $222M | $242M | $264M | $271M | $293M | $300M | $284M | $276M | $289M | $281M | $258M | |
| PP&E (Gross) | $1.13B | $913M | $894M | $876M | $849M | $835M | $804M | $758M | $709M | $701M | $659M | $598M | |
| Goodwill | $1.84B | $207M | $207M | $207M | $175M | $181M | $181M | $181M | $181M | $181M | $228M | $210M | |
| Intangibles | $487M | $64M | $71M | $71M | $14M | $21M | $28M | $15M | $20M | $27M | $47M | $44M | |
| Total Assets | $73.09B | $50.41B | $44.01B | $38.51B | $42.69B | $33.13B | $26.56B | $23.35B | $21.77B | $20.68B | $19.09B | $17.50B | |
| Short-term Debt | · | · | $1.80B | · | · | · | · | · | · | · | $5M | · | |
| Total Liabilities | $65.40B | $46.94B | $40.91B | $35.85B | $39.55B | $30.11B | $23.95B | $21.12B | $19.59B | $18.72B | $17.20B | $15.86B | |
| Long-term Debt | $474M | $385M | $383M | $381M | $272M | $270M | $70M | $83M | $79M | $77M | $86M | $9M | |
| Total Debt | · | · | $1.80B | · | · | · | · | · | · | · | $5M | · | |
| Common Stock | $79M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | |
| Retained Earnings | $3.74B | $3.17B | $2.81B | $2.54B | $2.18B | $1.89B | $1.67B | $1.49B | $1.34B | $1.14B | $1.03B | $964M | |
| Treasury Stock | $165M | $336M | $343M | $347M | $323M | $338M | $278M | $274M | $212M | $211M | $212M | $281M | |
| AOCI | $-262M | $-573M | $-557M | $-703M | $126M | $318M | $83M | $-96M | $-46M | $-58M | $-4M | $11M | |
| Stockholders' Equity | $7.69B | $3.47B | $3.10B | $2.67B | $3.15B | $3.02B | $2.61B | $2.23B | $2.18B | $1.96B | $1.89B | $1.64B | |
| Liabilities + Equity | $73.09B | $50.41B | $44.01B | $38.51B | $42.69B | $33.13B | $26.56B | $23.35B | $21.77B | $20.68B | $19.09B | $17.50B | |
| Shares Outstanding | 75,960,675 | 48,814,177 | 48,554,127 | 48,319,404 | 48,430,805 | 48,006,386 | 49,097,606 | 49,117,222 | 49,894,990 | 49,673,056 | 49,396,366 | 45,532,188 |
Cashflow 19
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $142M | $53M | $59M | $54M | $56M | $63M | $56M | $53M | $55M | $-2M | $-3M | $46M | |
| Stock-based Comp | $38M | $23M | $19M | $21M | $21M | $15M | $15M | $11M | $13M | $12M | $11M | $10M | |
| Deferred Tax | $83M | $-16M | $-20M | $-6M | $-13M | $-5M | $-153.0K | $-20M | $60M | $2M | $-645.0K | $-11M | |
| Amort. of Intangibles | $94M | $8M | $9M | $5M | $5M | $7M | $6M | $6M | $7M | $9M | $8M | $12M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $125M | $92M | · | |
| Operating Cash Flow | $1.03B | $225M | $473M | $770M | $534M | $374M | $340M | $296M | $327M | $296M | $212M | $246M | |
| CapEx | $49M | $20M | $23M | $52M | $34M | $60M | $72M | $58M | $36M | $51M | $54M | $45M | |
| Investing Cash Flow | $-5.62B | $-3.26B | $-1.27B | $-3.85B | $-4.24B | $-4.49B | $-2.99B | $-1.75B | $-479M | $-1.50B | $-1.33B | · | |
| Debt Issued | · | · | · | $110M | · | $200M | $19M | $4M | $3M | $2M | $2M | $5M | |
| Net Debt Issued | $-200M | · | · | $110M | · | $200M | $14M | $2M | $1M | $-10M | $-8M | $4M | |
| Stock Issued | $235M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $18M | $8M | $8M | $32M | $6M | $64M | $4M | $77M | $15M | $16M | $8M | $6M | |
| Net Stock Activity | $218M | $-8M | $-8M | $-32M | $-6M | $-64M | $-4M | $-77M | $-15M | $-16M | $-8M | $-6M | |
| Dividends Paid | $136M | $77M | $74M | $72M | $67M | $60M | $59M | $58M | $52M | $49M | $46M | $41M | |
| Financing Cash Flow | $3.92B | $5.96B | $4.77B | $-4.58B | $9.42B | $5.95B | $2.64B | $1.41B | $804M | $1.45B | $150M | · | |
| Net Change in Cash | $-677M | $2.92B | $3.97B | $-7.66B | $5.72B | $1.83B | $-5M | $-42M | $652M | $245M | $-968M | $-795M | |
| Taxes Paid | $63M | $77M | $79M | $102M | $93M | $34M | $2M | $63M | $46M | · | · | · | |
| Free Cash Flow | $978M | $201M | $446M | $718M | $500M | $313M | $269M | $239M | $290M | $246M | $157M | $199M | |
| Levered FCF | · | · | $-317M | $536M | $463M | $248M | $106M | $132M | $245M | $224M | $144M | $189M |
Rentabilität 5
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.5% | 27.1% | 23.9% | 29.4% | 27.5% | 22.2% | 22.2% | 19.3% | 25.1% | 16.4% | 13.2% | 14.2% | |
| Pretax Margin | 33.0% | 33.2% | 28.8% | 36.2% | 33.5% | 26.2% | 26.1% | 22.1% | 24.1% | 21.3% | 18.1% | 19.4% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | -0.24% | -0.31% | · | |
| ROA | 1.1% | 0.93% | 0.85% | 1.1% | 0.93% | 0.96% | 0.98% | 0.87% | 1.2% | 0.80% | 0.63% | 0.70% | |
| ROE | 9.4% | 12.6% | 11.8% | 16.6% | 11.3% | 9.8% | 9.4% | 8.8% | 11.5% | 8.0% | 6.1% | 7.4% |
Liquidität & Solvenz 1
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.6 | · | · | · | · | · | · | · | 0.0 | · |
Effizienz 1
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Wachstumsraten 10
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 62.8% | 11.4% | -0.41% | 14.4% | -0.67% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 21.8% | 8.3% | 4.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 3.3% | 25.2% | -19.0% | 22.4% | 22.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.6% | 7.5% | 6.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 59.2% | 26.1% | -18.9% | 22.3% | 23.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.6% | 7.7% | 6.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 17.6% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM) 17
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.65B | $1.63B | $1.46B | $1.47B | $1.28B | $1.29B | $1.10B | $1.01B | $982M | $898M | $783M | $849M | |
| Net Income TTM | $702M | $441M | $350M | $432M | $353M | $287M | $244M | $196M | $247M | $159M | $116M | $121M | |
| Market Cap | $8.74B | $5.51B | $4.06B | $4.04B | $5.14B | $3.31B | $3.37B | $2.99B | $3.59B | $3.83B | $2.30B | $2.59B | |
| Enterprise Value | · | · | $328M | · | · | · | · | · | · | · | $1.49B | · | |
| P/E | 12.4 | 12.6 | 11.6 | 9.4 | 14.7 | 11.6 | 13.8 | 15.5 | 14.5 | 24.0 | 19.1 | 21.5 | |
| P/S | 3.3 | 3.4 | 2.8 | 2.7 | 4.0 | 2.6 | 3.1 | 3.0 | 3.7 | 4.3 | 2.9 | 3.1 | |
| P/B | 1.1 | 1.6 | 1.3 | 1.5 | 1.6 | 1.1 | 1.3 | 1.3 | 1.6 | 2.0 | 1.2 | 1.6 | |
| P / Tangible Book | 1.6 | 1.7 | 1.4 | 1.7 | 1.7 | 1.2 | · | · | · | · | · | · | |
| P / Cash Flow | 8.5 | 24.5 | 8.6 | 5.2 | 9.6 | 8.9 | 9.9 | 10.1 | 11.0 | 12.9 | 10.9 | 10.6 | |
| P / FCF | 8.9 | 27.4 | 9.1 | 5.6 | 10.3 | 10.6 | 12.5 | 12.5 | 12.4 | 15.6 | 14.6 | 13.0 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | -544.7 | · | |
| EV / FCF | · | · | 0.7 | · | · | · | · | · | · | · | 9.4 | · | |
| EV / Revenue | · | · | 0.2 | · | · | · | · | · | · | · | 1.9 | · | |
| Dividend Yield | 1.6% | 1.4% | 1.8% | 1.8% | 1.3% | 1.8% | 1.8% | 1.9% | 1.5% | 1.3% | 2.0% | 1.6% | |
| Earnings Yield | 8.1% | 8.0% | 8.6% | 10.6% | 6.8% | 8.6% | 7.2% | 6.5% | 6.9% | 4.2% | 5.2% | 4.7% | |
| Payout Ratio | 19.3% | 17.5% | 21.2% | 16.7% | 18.9% | 21.0% | 24.4% | 29.8% | 21.0% | 30.9% | 39.6% | 34.3% | |
| Annual Payout | $136M | $77M | $74M | $72M | $67M | $60M | $59M | $58M | $52M | $49M | $46M | $41M |
Gewinn- und Verlustrechnung 9
| Kennzahl | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $293M | $281M | · | $250M | $236M | $167M | · | $67M | $24M | |
| Interest Income | $867M | $887M | $879M | $851M | $738M | $555M | $558M | $538M | $520M | $497M | $472M | $461M | $409M | $367M | $300M | $249M | |
| Pretax Income | $331M | $270M | $237M | $275M | $93M | $145M | $136M | $127M | $134M | $81M | $119M | $110M | $112M | $124M | $109M | $174M | |
| Income Tax | $70M | $55M | $48M | $58M | $12M | $25M | $26M | $26M | $24M | $10M | $23M | $20M | $19M | $24M | $21M | $36M | |
| Net Income | $261M | $215M | $188M | $217M | $81M | $120M | $110M | $101M | $110M | $71M | $97M | $90M | $92M | $100M | $88M | $138M | |
| EPS (Basic) | $3.36 | $2.91 | $2.38 | $2.84 | $1.22 | $2.45 | $2.25 | $2.08 | $2.27 | $1.46 | $1.99 | $1.86 | $1.91 | $2.07 | $1.82 | $2.85 | |
| EPS (Diluted) | $3.35 | $2.90 | $2.36 | $2.82 | $1.21 | $2.44 | $2.23 | $2.07 | $2.25 | $1.45 | $1.98 | $1.85 | $1.90 | $2.05 | $1.81 | $2.83 | |
| Shares (Basic) | 76,032,620 | -143,671,205 | 75,943,943 | 75,923,082 | 65,063,262 | -97,435,409 | 48,775,072 | 48,744,636 | 48,663,515 | -96,971,426 | 48,525,776 | 48,514,277 | 48,435,016 | -96,713,273 | 48,300,129 | 48,347,226 | |
| Shares (Diluted) | 76,399,233 | -144,434,031 | 76,366,818 | 76,241,798 | 65,496,058 | -97,916,669 | 49,078,497 | 48,974,265 | 48,920,863 | -97,413,851 | 48,762,696 | 48,668,413 | 48,746,562 | -97,407,546 | 48,648,804 | 48,673,964 |
Bilanz 17
| Kennzahl | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6.26B | $7.77B | $8.84B | $11.00B | $10.61B | $8.45B | $7.28B | $5.02B | $6.94B | · | $3.93B | $3.74B | $3.52B | · | $2.01B | $2.12B | |
| PP&E (Net) | $391M | $398M | $399M | $395M | $391M | $222M | $222M | $227M | $232M | · | $249M | $255M | $261M | · | $261M | $258M | |
| PP&E (Gross) | · | $1.13B | · | · | · | $913M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.84B | $1.84B | $1.84B | $1.81B | $1.80B | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $182M | $182M | |
| Intangibles | $463M | $487M | $511M | $532M | $557M | $64M | $66M | $67M | $69M | · | $73M | $75M | $76M | · | $13M | $14M | |
| Total Assets | $72.67B | $73.09B | $71.88B | $71.76B | $69.35B | $50.41B | $47.50B | $44.47B | $45.34B | · | $41.46B | $41.24B | $40.61B | · | $37.58B | $37.51B | |
| Short-term Debt | · | · | · | · | · | · | $1.05B | $1.30B | $1.80B | · | $2.30B | $1.80B | $2.80B | · | · | · | |
| Total Liabilities | $64.85B | $65.40B | $64.44B | $64.47B | $62.60B | $46.94B | $43.96B | $41.24B | $42.19B | · | $38.66B | $38.41B | $37.79B | · | $35.06B | $34.86B | |
| Long-term Debt | $477M | $474M | $471M | $657M | $654M | $385M | $385M | $384M | $384M | · | $383M | $382M | $382M | · | $382M | $273M | |
| Total Debt | · | · | · | · | · | · | $1.05B | $1.30B | $1.80B | · | $2.30B | $1.80B | $2.80B | · | · | · | |
| Common Stock | $79M | $79M | $79M | $79M | $79M | $55M | $55M | $55M | $55M | · | $55M | $55M | $55M | · | $55M | $55M | |
| Retained Earnings | $3.96B | $3.74B | $3.56B | $3.41B | $3.22B | $3.17B | $3.07B | $2.98B | $2.90B | · | $2.76B | $2.68B | $2.61B | · | $2.45B | $2.38B | |
| Treasury Stock | $180M | $165M | $165M | $166M | $167M | $336M | $337M | $339M | $339M | · | $344M | $344M | $344M | · | $347M | $347M | |
| AOCI | $-331M | $-262M | $-325M | $-442M | $-493M | $-573M | $-396M | $-606M | $-595M | · | $-792M | $-686M | $-627M | · | $-759M | $-565M | |
| Stockholders' Equity | $7.83B | $7.69B | $7.44B | $7.29B | $6.75B | $3.47B | $3.54B | $3.23B | $3.15B | $3.10B | $2.81B | $2.83B | $2.81B | $2.67B | $2.52B | $2.64B | |
| Liabilities + Equity | $72.67B | $73.09B | $71.88B | $71.76B | $69.35B | $50.41B | $47.50B | $44.47B | $45.34B | · | $41.46B | $41.24B | $40.61B | · | $37.58B | $37.51B | |
| Shares Outstanding | 75,977,250 | 75,960,675 | 75,953,713 | 75,927,002 | 75,917,456 | 48,814,177 | 48,797,672 | 48,745,090 | 48,743,348 | · | 48,529,097 | 48,517,750 | 48,507,116 | · | 48,309,638 | 48,305,286 |
Cashflow 18
| Kennzahl | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $35M | $37M | $37M | $38M | $29M | $13M | $13M | $13M | $14M | $14M | $15M | $15M | $15M | $14M | $14M | $13M | |
| Stock-based Comp | $13M | $9M | $8M | $8M | $13M | $7M | $5M | $6M | $5M | $6M | $4M | $4M | $5M | $5M | $5M | $6M | |
| Deferred Tax | $21M | $58M | $1M | $7M | $17M | $-9M | $55.0K | $-4M | $-3M | $-9M | $-788.0K | $-7M | $-4M | $24.0K | $-7M | $2M | |
| Amort. of Intangibles | $23M | $25M | $25M | $25M | $17M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | |
| Operating Cash Flow | $361M | $106M | $272M | $285M | $363M | $-67M | $124M | $112M | $56M | $85M | $232M | $154M | $2M | $144M | $219M | $210M | |
| CapEx | $5M | $11M | $14M | $15M | $9M | $10M | $2M | $3M | $2M | $-28.0K | $6M | $8M | $9M | $17M | $17M | $8M | |
| Investing Cash Flow | $-1.35B | $-2.14B | $-2.14B | $-2.00B | $663M | $-1.72B | $-588M | $-1.11B | $158M | $-689M | $-145M | $-398M | $-42M | $-937M | $-389M | $-1.71B | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Net Debt Issued | · | · | · | · | $-11M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | $0 | $0 | $0 | $235M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $33M | $79.0K | $2M | $290.0K | $15M | $0 | $201.0K | $0 | $8M | $271.0K | $194.0K | $0 | $8M | $191.0K | $0 | $9M | |
| Net Stock Activity | $-33M | · | · | · | $220M | · | · | · | $-8M | · | · | · | $-8M | · | · | · | |
| Dividends Paid | $40M | $41M | $33M | $32M | $30M | $20M | $19M | $20M | $19M | $19M | $18M | $18M | $18M | $18M | $18M | $18M | |
| Financing Cash Flow | $-522M | $967M | $-284M | $2.10B | $1.14B | $2.96B | $2.73B | $-925M | $1.20B | $2.21B | $100M | $460M | $2.01B | $340M | $64M | $-3.07B | |
| Net Change in Cash | $-1.51B | $-1.07B | $-2.15B | $386M | $2.16B | $1.17B | $2.26B | $-1.93B | $1.41B | $1.60B | $188M | $216M | $1.97B | $-453M | $-106M | $-4.57B | |
| Taxes Paid | $-1M | $10M | $33M | $19M | $2M | $854.0K | $20M | $55M | $1M | $12M | $18M | $48M | $2M | $22M | $25M | $54M | |
| Free Cash Flow | $357M | · | · | · | $354M | · | · | · | $54M | · | · | · | $-8M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-177M | · | · | · | $-146M | · | · | · |
Rentabilität 4
| Kennzahl | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 35.4% | · | 27.8% | 31.5% | 14.4% | · | 27.0% | 26.0% | 27.7% | · | 27.2% | 24.8% | 24.9% | · | 24.3% | 34.3% | |
| Pretax Margin | 44.8% | · | 34.9% | 39.9% | 16.5% | · | 33.4% | 32.5% | 33.6% | · | 33.5% | 30.2% | 30.0% | · | 30.0% | 43.3% | |
| ROA | 0.37% | · | 0.32% | 0.37% | 0.14% | · | 0.25% | 0.24% | 0.26% | · | 0.24% | 0.23% | 0.23% | · | 0.23% | 0.37% | |
| ROE | 3.6% | · | 3.4% | 4.1% | 1.6% | · | 3.5% | 3.4% | 3.7% | · | 3.6% | 3.3% | 3.3% | · | 3.1% | 4.8% |
Liquidität & Solvenz 1
| Kennzahl | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | 0.3 | 0.4 | 0.6 | · | 0.8 | 0.6 | 1.0 | · | · | · |
Effizienz 1
| Kennzahl | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
Bewertung (TTM) 14
| Kennzahl | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.67B | · | $2.34B | $2.05B | $1.76B | · | $1.55B | $1.51B | $1.49B | · | $1.45B | $1.50B | $1.47B | · | $1.42B | $1.39B | |
| Net Income TTM | $748M | · | $597M | $510M | $403M | · | $418M | $398M | $389M | · | $367M | $408M | $424M | · | $426M | $425M | |
| Market Cap | $8.57B | · | $8.99B | $7.98B | $7.68B | · | $5.13B | $4.07B | $4.24B | · | $3.01B | $2.95B | $2.80B | · | $4.07B | $4.16B | |
| Enterprise Value | · | · | · | · | · | · | $-1.10B | $350M | $-903M | · | $1.38B | $1.02B | $2.08B | · | · | · | |
| P/E | 11.6 | · | 13.7 | 12.6 | 13.0 | · | 12.3 | 10.2 | 10.9 | · | 8.2 | 7.3 | 6.6 | · | 9.6 | 9.9 | |
| P/S | 3.2 | · | 3.8 | 3.9 | 4.4 | · | 3.3 | 2.7 | 2.8 | · | 2.1 | 2.0 | 1.9 | · | 2.9 | 3.0 | |
| P/B | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 1.5 | 1.3 | 1.3 | · | 1.1 | 1.0 | 1.0 | · | 1.6 | 1.6 | |
| P / Tangible Book | 1.6 | · | 1.8 | 1.6 | 1.7 | · | 1.6 | 1.4 | 1.5 | · | 1.2 | 1.2 | 1.1 | · | 1.7 | 1.7 | |
| P / Cash Flow | 23.7 | · | · | · | 21.1 | · | · | · | 75.5 | · | · | · | 1650.8 | · | · | · | |
| P / FCF | 24.0 | · | · | · | 21.7 | · | · | · | 78.9 | · | · | · | -362.1 | · | · | · | |
| EV / FCF | · | · | · | · | · | · | · | · | -16.8 | · | · | · | -268.6 | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | -0.7 | 0.2 | -0.6 | · | 1.0 | 0.7 | 1.4 | · | · | · | |
| Earnings Yield | 8.6% | · | 7.3% | 7.9% | 7.7% | · | 8.1% | 9.8% | 9.2% | · | 12.2% | 13.8% | 15.1% | · | 10.4% | 10.1% | |
| Payout Ratio | 15.2% | · | · | · | 37.0% | · | · | · | 17.2% | · | · | · | 19.9% | · | · | · |
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
Gewinn- und Verlustrechnung
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Nettoergebnis | $702M | $441M | $350M | $432M | $353M |
| Verwässerte EPS | $9.29 | $8.99 | $7.18 | $8.86 | $7.24 |
Bilanz
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital | — | — | 0.6 | — | — |
Cashflow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Freier Cashflow | $978M | $201M | $446M | $718M | $500M |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis
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Institutionelle Eigentümer (13F) 508 Einreicher · $6.5B 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 |
|---|---|---|---|---|
| 84 (+10 vs. Vorquartal) | 45 (+20 vs. Vorquartal) | 171 (+14 vs. Vorquartal) | 131 (-15 vs. Vorquartal) | +10.5M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $601.465.439 | 4.213.123 | 9,27% | Aktien |
| STATE STREET CORP | $591.787.841 | 4.133.285 | 9,12% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $446.887.053 | 3.130.338 | 6,89% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $406.448.998 | 2.847.080 | 6,26% | Aktien |
| FMR LLC | $245.470.241 | 1.719.461 | 3,78% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $243.576.870 | 1.705.862 | 3,75% | Aktien |
| WELLINGTON MANAGEMENT GROUP LLP | $235.228.364 | 1.647.719 | 3,63% | Aktien |
| NEUBERGER BERMAN GROUP LLC | $221.413.192 | 1.550.947 | 3,41% | Aktien |
| EARNEST PARTNERS LLC | $177.369.307 | 1.242.430 | 2,73% | Aktien |
| AMERICAN CENTURY COMPANIES INC | $149.315.726 | 1.045.921 | 2,30% | Aktien |
| ALLIANCEBERNSTEIN L.P. | $146.695.238 | 1.300.605 | 2,26% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $137.704.868 | 964.590 | 2,12% | Aktien |
| CITADEL ADVISORS LLC | $134.074.339 | 939.159 | 2,07% | Aktien |
| FIRST TRUST ADVISORS LP | $130.623.973 | 914.990 | 2,01% | Aktien |
| VICTORY CAPITAL MANAGEMENT INC | $128.543.673 | 900.418 | 1,98% | Aktien |
| UMB Bank, n.a. | $104.810.395 | 734.172 | 1,62% | Aktien |
| NORGES BANK | $100.691.769 | 705.322 | 1,55% | Aktien |
| Clearbridge Investments, LLC | $99.878.389 | 699.624 | 1,54% | Aktien |
| PRINCIPAL FINANCIAL GROUP INC | $98.924.972 | 692.946 | 1,52% | Aktien |
| Global Alpha Capital Management Ltd. | $98.550.797 | 690.325 | 1,52% | Aktien |
| JOHNSON INVESTMENT COUNSEL INC | $71.484.549 | 500.732 | 1,10% | Aktien |
| GOLDMAN SACHS GROUP INC | $70.234.494 | 491.976 | 1,08% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $67.901.510 | 475.634 | 1,05% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $61.150.810 | 428.347 | 0,94% | Aktien |
| Junto Capital Management LP | $58.923.762 | 412.747 | 0,91% | Aktien |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $58.645.380 | 410.797 | 0,90% | Aktien |
| CONGRESS ASSET MANAGEMENT CO | $56.625.272 | 396.647 | 0,87% | Aktien |
| VANGUARD GROUP INC | $52.237.823 | 454.084 | 0,81% | Aktien |
| EMERALD ADVISERS, LLC | $49.350.233 | 345.687 | 0,76% | Aktien |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $46.941.772 | 328.816 | 0,72% | Aktien |
| NFJ INVESTMENT GROUP, LLC | $44.205.920 | 309.652 | 0,68% | Aktien |
| Azora Capital LP | $39.240.584 | 274.871 | 0,60% | Aktien |
| Holocene Advisors, LP | $37.463.507 | 262.423 | 0,58% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.291.020 | 254.210 | 0,56% | Aktien |
| Fisher Asset Management, LLC | $34.712.664 | 243.154 | 0,54% | Aktien |
| EMERALD MUTUAL FUND ADVISERS TRUST | $33.647.961 | 235.696 | 0,52% | Aktien |
| RHUMBLINE ADVISERS | $33.463.632 | 234.405 | 0,52% | Aktien |
| ProShare Advisors LLC | $32.243.773 | 225.860 | 0,50% | Aktien |
| Stieven Capital Advisors, L.P. | $29.132.319 | 204.065 | 0,45% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $28.797.678 | 201.721 | 0,44% | Aktien |
| NEW YORK STATE COMMON RETIREMENT FUND | $28.004.230 | 196.163 | 0,43% | Aktien |
| Nuveen, LLC | $27.014.047 | 189.227 | 0,42% | Aktien |
| Qube Research & Technologies Ltd | $26.464.849 | 185.380 | 0,41% | Aktien |
| Aristotle Capital Boston, LLC | $25.886.538 | 181.329 | 0,40% | Aktien |
| WCM INVESTMENT MANAGEMENT, LLC | $25.865.348 | 182.176 | 0,40% | Aktien |
| BlackRock, Inc. | $24.448.364 | 171.255 | 0,38% | Aktien |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $24.332.014 | 170.440 | 0,38% | Aktien |
| BANK OF AMERICA CORP /DE/ | $22.888.139 | 160.326 | 0,35% | Aktien |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $20.808.269 | 145.757 | 0,32% | Aktien |
| Swiss National Bank | $20.717.331 | 145.120 | 0,32% | Aktien |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20.594.129 | 144.257 | 0,32% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $20.050.442 | 140.449 | 0,31% | Aktien |
| California Public Employees Retirement System | $18.985.652 | 132.990 | 0,29% | Aktien |
| Gator Capital Management, LLC | $18.480.282 | 129.450 | 0,28% | Aktien |
| FJ Capital Management LLC | $18.199.901 | 127.486 | 0,28% | Aktien |
| STATE OF WISCONSIN INVESTMENT BOARD | $16.806.564 | 117.726 | 0,26% | Aktien |
| Interval Partners, LP | $16.539.460 | 115.855 | 0,25% | Aktien |
| STRS OHIO | $16.517.332 | 115.700 | 0,25% | Aktien |
| Boston Trust Walden Corp | $15.856.639 | 111.072 | 0,24% | Aktien |
| KENNEDY CAPITAL MANAGEMENT LLC | $15.856.496 | 111.071 | 0,24% | Aktien |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15.098.583 | 105.762 | 0,23% | Aktien |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $13.098.230 | 91.750 | 0,20% | Aktien |
| THIRD AVENUE MANAGEMENT LLC | $11.170.256 | 78.245 | 0,17% | Aktien |
| MetLife Investment Management, LLC | $10.874.172 | 76.171 | 0,17% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $10.826.918 | 75.840 | 0,17% | Aktien |
| Retirement Systems of Alabama | $10.545.253 | 73.867 | 0,16% | Aktien |
| SummitTX Capital, L.P. | $10.422.622 | 73.008 | 0,16% | Aktien |
| AMERIPRISE FINANCIAL INC | $10.075.552 | 70.564 | 0,16% | Aktien |
| VANGUARD ASSET MANAGEMENT, Ltd | $10.032.031 | 70.272 | 0,15% | Aktien |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9.832.807 | 87.178 | 0,15% | Aktien |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.811.895 | 68.730 | 0,15% | Aktien |
| Vest Financial, LLC | $8.688.802 | 60.863 | 0,13% | Aktien |
| TWO SIGMA INVESTMENTS, LP | $7.770.855 | 54.433 | 0,12% | Aktien |
| Karl Kapital LLC | $7.426.232 | 52.019 | 0,11% | Aktien |
| Swedbank AB | $7.423.520 | 52.000 | 0,11% | Aktien |
| BROWN ADVISORY INC | $7.402.820 | 51.855 | 0,11% | Aktien |
| NICOLET BANKSHARES INC | $7.360.277 | 51.557 | 0,11% | Aktien |
| Hillsdale Investment Management Inc. | $7.289.326 | 51.060 | 0,11% | Aktien |
| Freestone Grove Partners LP | $7.160.842 | 50.160 | 0,11% | Aktien |
| BARCLAYS PLC | $6.961.119 | 48.761 | 0,11% | Aktien |
| Horizon Investments, LLC | $6.881.032 | 48.200 | 0,11% | Aktien |
| PALISADE CAPITAL MANAGEMENT, LP | $6.797.375 | 47.614 | 0,10% | Aktien |
| Midwest Trust Co | $6.721.284 | 47.081 | 0,10% | Aktien |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6.619.924 | 46.371 | 0,10% | Aktien |
| LPL Financial LLC | $6.619.556 | 46.368 | 0,10% | Aktien |
| JONES FINANCIAL COMPANIES LLLP | $6.523.563 | 45.018 | 0,10% | Aktien |
| OSAIC HOLDINGS, INC. | $6.371.231 | 44.629 | 0,10% | Aktien |
| Channing Capital Management, LLC | $6.285.295 | 44.027 | 0,10% | Aktien |
| B. Metzler seel. Sohn & Co. AG | $6.264.594 | 43.882 | 0,10% | Aktien |
| Petiole USA ltd | $6.084.717 | 42.622 | 0,09% | Aktien |
| Ceredex Value Advisors LLC | $6.074.438 | 42.550 | 0,09% | Aktien |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6.070.869 | 42.525 | 0,09% | Aktien |
| Legal & General Group Plc | $5.964.798 | 41.782 | 0,09% | Aktien |
| MidWestOne Financial Group, Inc. | $5.931.117 | 51.557 | 0,09% | Aktien |
| GHP Investment Advisors, Inc. | $5.497.358 | 48.740 | 0,08% | Aktien |
| PRUDENTIAL PLC | $5.444.724 | 38.139 | 0,08% | Aktien |
| Vanguard Global Advisers, LLC | $5.222.589 | 36.583 | 0,08% | Aktien |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $5.047.000 | 35.355 | 0,08% | Aktien |
| BRANT POINT INVESTMENT MANAGEMENT LLC | $5.030.149 | 35.235 | 0,08% | Aktien |
| TUDOR INVESTMENT CORP ET AL | $4.927.076 | 34.513 | 0,08% | Aktien |
Unternehmensinsider 92 Insider · 53 Führungskräfte · 38 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| J. Mariner Kemper | Chairman and CEO | 11. Februar 2026 F | 328.710 | 0 | 9 | $-4.730.174 |
| Andrew J Iseman | CEO of Subsidiary | 14. März 2017 F | 5.442 | 0 | 0 | $0 |
| Christian N Hoffman III | President & CEO of affiliate | 22. Dezember 2004 A | 316 | 0 | 0 | $0 |
| Crosby R Kemper III | Chairman & CEO | 21. Mai 2004 M | 9.597 | 0 | 0 | $0 |
| Ram Shankar | Chief Financial Officer | 11. Februar 2026 F | 32.389 | 0 | 0 | $0 |
| Daniel C Stevens | CFO | 16. Dezember 2003 A | — | 0 | 0 | $0 |
| James D Rine | President | 9. Juni 2026 S | 61.446 | 0 | 3 | $-1.508.354 |
| Phillip James Mason | President, Inst. Banking | 11. Februar 2026 F | 9.694 | 0 | 1 | $-90.728 |
| Nikki Farentino Newton | President, Private Wealth Mgmt | 11. Februar 2026 F | 13.981 | 0 | 1 | $-137.917 |
| Elizabeth Theresa Lewis | President - Consumer Banking | 9. Februar 2026 F | 4.714 | 0 | 0 | $0 |
| Abigail M Wendel | President - Consumer Banking | 13. März 2024 M | 15.217 | 0 | 0 | $0 |
| Martin Dominic Karaba | President, Commercial Banking | 13. Februar 2023 F | 8.284 | 0 | 0 | $0 |
| Michael D Hagedorn | President of Subsidiary | 3. Oktober 2018 S | 50.251 | 0 | 0 | $0 |
| Anthony J Fischer | President UMB Fund Services | 12. Februar 2018 F | 7.260 | 0 | 0 | $0 |
| Peter J Desilva | President and COO | 10. Juni 2015 M | 111.091 | 0 | 0 | $0 |
| Craig L Anderson | President - Commercial Banking | 26. Januar 2015 F | 17.905 | 0 | 0 | $0 |
| James A Sangster | President of Subsidiary | 22. Januar 2013 F | 35.221 | 0 | 0 | $0 |
| Royce M Hammons | President of Oklahoma Region | 11. Januar 2005 M | 1.076 | 0 | 0 | $0 |
| John Zader | EVP and COO of subsidiary | 12. März 2014 M | 13.975 | 0 | 0 | $0 |
| Uma Wilson | Executive Vice President | 10. Juni 2026 M | 24.415 | 0 | 2 | $-157.389 |
| Amy Harris | EVP and Chief Legal Officer | 11. Februar 2026 F | 7.849 | 0 | 1 | $-61.010 |
| David Carl Odgers | Chief Accounting Officer | 11. Februar 2026 F | 6.648 | 0 | 0 | $0 |
| Robert Brian Beaird | Chief Human Resource Officer | 11. Februar 2026 F | 10.543 | 0 | 0 | $0 |
| Shannon Andresen Johnson | Chief Administrative Officer | 11. Februar 2026 F | 34.775 | 0 | 1 | $-164.833 |
| Thomas S Terry | Chief Credit Officer | 11. Februar 2026 F | 36.402 | 0 | 0 | $0 |
| Stacy H King | Chief Risk Officer | 31. Dezember 2025 F | 8.955 | 0 | 2 | $-178.315 |
| John Pauls | EVP & General Counsel | 11. Dezember 2024 G | 6.183 | 0 | 0 | $0 |
| James Cornelius | Executive Vice President | 15. Februar 2023 S | 6.468 | 0 | 0 | $0 |
| Walker J Brian | Chief Accounting Officer | 27. Januar 2020 F | 3.074 | 0 | 0 | $0 |
| Jennifer M Payne | Sr. Vice President | 1. November 2019 M | 9.288 | 0 | 0 | $0 |
| Dana H Abraham | Executive Vice President | 13. Februar 2019 A | 11.268 | 0 | 0 | $0 |
| Jay Benjamin Morris | Executive Vice President | 13. Februar 2019 A | 9.412 | 0 | 0 | $0 |
| Christian R Swett | EVP/Chief Credit Officer | 12. Februar 2018 F | 9.356 | 0 | 0 | $0 |
| Scott A Stengel | EVP and General Counsel | 5. Februar 2016 A | 7.264 | 0 | 0 | $0 |
| David D King | EVP/Chief Risk Officer | 1. Dezember 2015 M | 9.646 | 0 | 0 | $0 |
| Christine L Pierson | EVP of Subsidiary | 26. Januar 2015 F | 9.075 | 0 | 0 | $0 |
| Daryl S Hunt | EVP of Subsidiary | 26. Januar 2015 F | 9.686 | 0 | 0 | $0 |
| Lawrence G Smith | Executive Vice President | 26. Januar 2015 F | 6.347 | 0 | 0 | $0 |
| Clyde F Wendel | Vice Chairman of Subsidiary | 17. Januar 2014 F | 11.216 | 0 | 0 | $0 |
| Dennis R Rilinger | EVP and General Counsel | 17. Januar 2014 F | 14.374 | 0 | 0 | $0 |
| Stephen M Kitts | EVP of Subsidiary | 22. Januar 2013 F | 4.684 | 0 | 0 | $0 |
| Douglas F Page | EVP of Subsidiary | 22. Januar 2013 F | 50.895 | 0 | 0 | $0 |
| Bradley J Smith | EVP of Subsidiary | 19. April 2011 F | 8.800 | 0 | 0 | $0 |
| Peter J Genovese | Vice Chairman | 19. April 2010 F | 24.518 | 0 | 0 | $0 |
| James C Thompson JR | EVP of Subsidiary | 21. Januar 2008 F | 8.992 | 0 | 0 | $0 |
| Christopher G Treece | Sr VP and Controller | 13. Dezember 2006 A | — | 0 | 0 | $0 |
| Joseph J Gazzoli | EVP - Subsidiary | 19. April 2006 A | 2.561 | 0 | 0 | $0 |
| Vincent J Ciavardini | Vice Chairman | 19. April 2006 A | 3.298 | 0 | 0 | $0 |
| Mark A Schmidtlein | Vice Chairman - Subsidiary | 28. Oktober 2005 M | 5.063 | 0 | 0 | $0 |
| Darren D Herrmann | Sr. Vice President - Treasurer | 22. Dezember 2004 A | — | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
Aktivisten & 5%+-Eigentümer 6 Beteiligungen
Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.
| Anmelder | Eingereicht | Beteiligung | Status | Zweck | Einreichung |
|---|---|---|---|---|---|
| J MARINER KEMPER ×2 Einreichungen | 23. März 2026 | 4,81% | Änderung | Kapitalstruktur | SEC |
| J. Mariner Kemper ×2 Einreichungen | 30. April 2024 | — | Erste Einreichung | — | SEC |
| Robert C. Pohlad, Trustee of the Revocable Trust of Robert C. Pohlad Created U/A dated 8/9/91, as Amended, William M. Pohlad, Trustee of the Revocable Trust of William M. Pohlad Created U/A dated 4/15/02, as Amended, James O. Pohlad, Trustee of the Revocable Trust of James O. Pohlad Created U/A dated 10/10/87, as Amended ×2 Einreichungen | 22. Dezember 2016 | — | Erste Einreichung | — | SEC |
| IRS Identification Nos. of above persons (entities only) Thomas J. Wood III | 29. August 2007 | — | Erste Einreichung | — | SEC |
| Nicht offengelegter meldender Beteiligter | 23. Dezember 2004 | — | Erste Einreichung | — | SEC |
| Nicht offengelegter meldender Beteiligter | 17. Juni 2004 | — | 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 100 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 |
|---|---|---|---|---|
| NBSM · Neuberger Berman ETF Trust | 1,99% | 34.218 NS | 31. Mai 2026 | N-PORT |
| REGL · ProShares Trust | 1,68% | 214.143 NS | 31. Mai 2026 | N-PORT |
| IAT · iShares Trust | 1,63% | 76.107 SH | 8. August 2026 | Täglich |
| EPSV · Harbor ETF Trust | 1,38% | 544 NS | 30. April 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 1,21% | 42.251 SH | 8. August 2026 | Täglich |
| DPST · Direxion Shares ETF Trust | 1,05% | 41.272 NS | 30. April 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,95% | 6.264 NS | 30. April 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,89% | 59.010 NS | 30. April 2026 | N-PORT |
| IWN · iShares Trust | 0,63% | 633.834 SH | 8. August 2026 | Täglich |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,62% | 59.158 SH | 8. August 2026 | Täglich |
| PGF · Invesco Exchange-Traded Fund Trust | 0,62% | 156.763 | 8. August 2026 | Täglich |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,59% | 61.319 SH | 8. August 2026 | Täglich |
| IJJ · iShares Trust | 0,59% | 363.886 SH | 8. August 2026 | Täglich |
| DFSV · Dimensional ETF Trust | 0,38% | 225.533 NS | 30. April 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,38% | 341 NS | 30. April 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,38% | 96 NS | 29. Mai 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,36% | 7.091 SH | 8. August 2026 | Täglich |
| IWM · iShares Trust | 0,34% | 1.897.424 SH | 8. August 2026 | Täglich |
| XJH · iShares Trust | 0,33% | 9.664 SH | 8. August 2026 | Täglich |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,32% | 424.997 SH | 8. August 2026 | Täglich |
| ISCV · iShares Trust | 0,31% | 15.196 SH | 8. August 2026 | Täglich |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,31% | 5.382 NS | 30. April 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,31% | 9.441 SH | 8. August 2026 | Täglich |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,30% | 435.333 | 8. August 2026 | Täglich |
| DFAT · Dimensional ETF Trust | 0,29% | 309.815 NS | 30. April 2026 | N-PORT |
| IJH · iShares Trust | 0,29% | 2.464.144 SH | 8. August 2026 | Täglich |
| FSCC · Federated Hermes ETF Trust | 0,28% | 6.004 NS | 31. Mai 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,28% | 55.896 SH | 8. August 2026 | Täglich |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,28% | 115.446 SH | 8. August 2026 | Täglich |
| RSSL · Global X Funds | 0,28% | 31.509 NS | 30. April 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,28% | 15.845 NS | 31. Mai 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,27% | 4.483 NS | 31. Mai 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,26% | 8.192 NS | 30. April 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,25% | 12.099 NS | 30. April 2026 | N-PORT |
| ITWO · ProShares Trust | 0,24% | 3.421 NS | 31. Mai 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,23% | 24.142 NS | 30. April 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,22% | 16.582 NS | 31. Mai 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,21% | 995.423 SH | 8. August 2026 | Täglich |
| MVV · ProShares Trust | 0,20% | 2.468 NS | 31. Mai 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 37.496 NS | 30. April 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,20% | 343.491 NS | 31. Mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,19% | 216.212 NS | 30. April 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,19% | 17.303 SH | 8. August 2026 | Täglich |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 29.071 NS | 30. April 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,18% | 1.182 NS | 30. April 2026 | N-PORT |
| ESML · iShares Trust | 0,18% | 35.168 SH | 8. August 2026 | Täglich |
| SCHM · SCHWAB STRATEGIC TRUST | 0,17% | 192.955 NS | 31. Mai 2026 | N-PORT |
| ISCB · iShares Trust | 0,16% | 3.090 SH | 8. August 2026 | Täglich |
| PFF · iShares Trust | 0,15% | 751.998 SH | 8. August 2026 | Täglich |
| VFVA · VANGUARD WELLINGTON FUND | 0,15% | 9.146 SH | 8. August 2026 | Täglich |