ACIW ACI Worldwide, Inc. - Common Stock
$52.90
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$38–$61
64% of range
Analyst Rating
BUY
11 analysts
Price Target
$67
+27% upside
P/E (TTM)
24.5
ROE
15.6%
Net Profit Margin
12.9%
About ACI Worldwide, Inc. - Common Stock Company overview from Wikipedia
ACI Worldwide is a digital payments software company headquartered in Elkhorn, Nebraska, that processes billions of transactions daily equating to trillions of U.S. dollars for customers in 94 countries. Banks, financial institutions, merchants, billers, acquirers, issuers, and other third-party payment service providers use its intelligent solutions to deploy secure payment rails across all channels.
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ACI Worldwide is a digital payments software company headquartered in Elkhorn, Nebraska, that processes billions of transactions daily equating to trillions of U.S. dollars for customers in 94 countries. Banks, financial institutions, merchants, billers, acquirers, issuers, and other third-party payment service providers use its intelligent solutions to deploy secure payment rails across all channels.
Partnerships
ACI Worldwide has partnered with organizations like AWS, Google, Red Hat, IBM, Mastercard, Visa, and other fintech innovators to enable banks, merchants, and billers to easily and securely accept, transform, and transmit any payment instantly on a platform.
History
ACI was founded in Omaha, Nebraska as Applied Communications Inc, on
September 1, 1975, to develop software for communications applications using the new NonStop computers from Tandem Computers. The founders were James Cody, Dave Willadsen, and Dennis Gates. Chuck Hackett, Charly Foglesong, and Mike May began ACI's relationship with Tandem. Early projects involved building systems to handle ATMs and front ends for core banking systems, which led to the launch of the first product, BASE24, in 1982. BASE24 was coined by a salesman to represent "Baseline Software for 24 hour-per-day system operations".
BASE24 was expanded over time to service transactions from other channels, such as POS terminals and bank branch systems. The product portfolio grew to cover functions related to card transactions, such as clearing, settlement and fraud detection. The hardware support for these products was extended to suppliers IBM, HP, Stratus and Sun Microsystems.
In the 1990s, ACI's product range was expanded to cover wholesale banking payments with software for ACH transactions and wire transfers leading to the acquisition of IntraNet, Inc. in 1998, and adding the Money Transfer System product.
Since 1995, ACI has been publicly traded on NASDAQ, initially under the name Transaction Systems Architects (TSA), and, since July 2007, under the name ACI Worldwide, Inc. (ACIW). Prior to that ACI had periods of ownership by US West and Tandem, and as a private company.
Acquisitions
1998: IntraNet, Inc. was acquired by ACI Worldwide's predecessor Transaction Systems Architects, Inc. IntraNet, Inc. manufactured software systems to facilitate electronic payments.
2005: S2 Systems signed an agreement to sell substantially all its assets to Transaction Systems Architects, Inc.
2005: Restructuring of Transaction Systems Architects, Inc. into a highly focused organization, merging ACI, Insession, and IntraNet into one operating unit under the name ACI Worldwide. The name change became official in July 2007.
2006: P&H Solutions Inc., a provider of a Web-based corporate cash management product, was acquired by ACI Worldwide.
2006: Electronic Payment Systems AG (eps) was acquired.
2007: Stratasoft Sdn Bhd was acquired.
2007: Visual WEB Solutions Inc., a financial banking applications company, was acquired.
2009: Euronet Essentis was purchased by ACI to expand card issuing and merchant management capabilities
2011: The acquisition of ISD Corporation was announced to broaden the functionality of ACI's payments products for retailers.
2012: S1 Corporation was acquired to broaden ACI's suite of payment offerings for financial organizations, processors and retailers.
2012: North Data Uruguay S.A. was acquired.
2012: Distra Pty Ltd was acquired.
2013: Online Resources Corporation was acquired.
2013: Official Payments Holdings, a provider of electronic bill payment technology, was acquired. The company processed approximately 20 million payments, totaling over $9 billion annually.
2013: Profesionales en Transacciones Electronicas S.A. (PTESA) was acquired.
2014: An agreement to acquire Retail Decisions (ReD) was announced and completed on August 12, 2014.
2015: PAY.ON, which provides white-label hosted payment gateway services, was acquired.
2019: ACI enters agreement to acquire Speedpay, Western Union's U.S. bill pay business, for $750 million
2019: Walletron was acquired.
See also
Payment system
Payment gateway
Payment service provider
Digital banking
Transaction banking
Electronic billing
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
ACIW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$52.90
Market Cap
$5.43B
P/E (TTM)
24.5
EPS (TTM)
$2.16
Revenue (TTM)
$1.76B
Div Yield
—
ROE
15.6%
Debt/Equity
0.5
52W Range
$38 – $61
ACIW Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$1.76B
2016-12-31
→
2025-12-31
EPS
$2.16
2016-12-31
→
2025-12-31
Free Cash Flow
$310M
2016-12-31
→
2025-12-31
Margins
12.9%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
ACIW
Peer Median
P/E (TTM)
24.5
38.6
P/S (TTM)
3.1
3.4
P/B
3.6
8.7
EV / EBITDA
14.2
—
Price / FCF
17.5
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
ACIW
Peer Median
Operating Margin
18.8%
—
Net Profit Margin
12.9%
9.4%
ROA
7.4%
6.9%
ROE
15.6%
13.0%
ROIC
10.4%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
ACIW
Peer Median
Debt / Equity
0.5
—
Current Ratio
1.5
1.6
Quick Ratio
0.9
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
ACIW
Peer Median
Revenue YoY
10.4%
—
Revenue CAGR 3Y
7.4%
—
Revenue CAGR 5Y
6.3%
—
EPS YoY
13.1%
—
Net Income YoY
11.6%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
ACIW
Peer Median
ACIW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
11 analysts
- Strong Buy 3 27.3%
- Buy 6 54.5%
- Hold 2 18.2%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
3 analysts · 2026-08-18
Median
$66.00
Mean
$67.33
← Below all targets
$52.90
Low
$66.00
High
$70.00
Median target
$66.00
+24.8%
Mean target
$67.33
+27.3%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.05%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.31 | $0.30 | 0.01% |
| March 31, 2026 | $0.37 | $0.33 | 0.04% |
| Dec. 31, 2025 | $0.62 | $0.82 | -0.20% |
| Sept. 30, 2025 | $0.88 | $0.82 | 0.06% |
| June 30, 2025 | $0.12 | $0.10 | 0.02% |
| March 31, 2025 | $0.55 | $0.18 | 0.37% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ACIW | $4.91B | 22.1 | 10.4% | 12.9% | 15.6% | — |
| CIFR | $5.98B | -6.9 | 48.0% | -367.2% | -105.8% | — |
| CORZ | — | — | — | — | — | — |
| RNG | — | 60.2 | 4.8% | — | — | — |
| PEGA | $10.17B | 28.0 | 16.6% | 22.5% | 55.7% | 75.9% |
| ZETA | — | -145.4 | 29.7% | -2.4% | -4.3% | — |
| KVYO | — | -295.2 | 31.6% | -2.6% | -2.8% | 74.7% |
| BILL | $4.77B | -660.9 | 13.4% | 1.6% | 0.62% | 81.4% |
| OCTV | — | — | — | — | — | — |
| BOX | $3.57B | 43.7 | 8.0% | 9.8% | -40.6% | 79.2% |
| CCC | $4.81B | — | 11.9% | 0.16% | 0.09% | 73.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.76B | $1.59B | $1.45B | $1.42B | $1.37B | $1.29B | $1.26B | $1.01B | $1.02B | $1.01B | $1.05B | $1.02B | |
| Cost of Revenue | $898M | $792M | $719M | $696M | $639M | $622M | $617M | $430M | $452M | $445M | $472M | $430M | |
| SG&A Expense | $143M | $118M | $117M | $114M | $124M | $152M | $135M | $107M | $153M | $114M | $87M | $95M | |
| Operating Expenses | $1.43B | $1.29B | $1.23B | $1.22B | $1.16B | $1.15B | $1.13B | $884M | $940M | $785M | $918M | $878M | |
| Operating Income | $330M | $308M | $220M | $204M | $210M | $145M | $124M | $126M | $85M | $221M | $128M | $138M | |
| Interest Expense | · | · | $78M | $53M | $45M | $57M | $64M | $42M | $39M | $40M | $41M | $40M | |
| Interest Income | $15M | $16M | $14M | $13M | $12M | $12M | $12M | $11M | $564.0K | $530.0K | $386.0K | $575.0K | |
| Other Non-op | $20M | $-1M | $-9M | $43M | $-1M | $-1M | $520.0K | $-4M | $-3M | $4M | $26M | $-240.0K | |
| Pretax Income | $307M | $250M | $148M | $207M | $175M | $99M | $72M | $92M | $44M | $186M | $113M | $99M | |
| Income Tax | $80M | $47M | $26M | $64M | $47M | $26M | $5M | $23M | $38M | $56M | $28M | $31M | |
| Net Income | $227M | $203M | $122M | $142M | $128M | $73M | $67M | $69M | $5M | $130M | $85M | $68M | |
| EPS (Basic) | $2.18 | $1.93 | $1.12 | $1.25 | $1.09 | $0.62 | $0.58 | $0.59 | $0.04 | $1.10 | $0.73 | $0.59 | |
| EPS (Diluted) | $2.16 | $1.91 | $1.12 | $1.24 | $1.08 | $0.62 | $0.57 | $0.59 | $0.04 | $1.09 | $0.72 | $0.58 | |
| Shares (Basic) | 103,956,000 | 105,491,000 | 108,497,000 | 113,700,000 | 117,407,000 | 116,397,000 | 116,175,000 | 116,057,000 | 118,059,000 | 117,533,000 | 117,465,000 | 114,798,000 | |
| Shares (Diluted) | 104,805,000 | 106,493,000 | 108,857,000 | 114,238,000 | 118,647,000 | 118,079,000 | 118,571,000 | 117,632,000 | 119,444,000 | 118,847,000 | 118,919,000 | 116,771,000 | |
| EBITDA | $427M | $419M | $343M | $331M | $343M | $285M | $246M | $223M | $187M | $325M | $225M | $225M |
Balance Sheet 27
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $196M | $216M | $164M | $125M | $122M | $165M | $121M | $149M | $70M | $76M | $102M | $77M | |
| Receivables | $446M | $414M | $452M | $404M | $320M | $168M | $151M | $348M | $263M | $268M | $219M | $227M | |
| Prepaid Expense | $30M | $29M | $31M | $28M | $25M | $24M | $25M | $23M | $23M | $26M | $27M | $24M | |
| Other Current Assets | $20M | $12M | $36M | $17M | $18M | $17M | $24M | $14M | $58M | $34M | $22M | $40M | |
| Current Assets | $1.09B | $991M | $1.41B | $1.11B | $937M | $1.15B | $920M | $566M | $422M | $408M | $383M | $374M | |
| PP&E (Net) | $37M | $35M | $38M | $52M | $63M | $65M | $70M | $73M | $80M | $79M | $61M | $60M | |
| PP&E (Gross) | $161M | $169M | $176M | $193M | $188M | $188M | $207M | $190M | $183M | $162M | $135M | $121M | |
| Accum. Depreciation | $123M | $134M | $138M | $141M | $125M | $123M | $136M | $117M | $103M | $83M | $74M | $61M | |
| Goodwill | $1.23B | $1.23B | $1.23B | $1.23B | $1.28B | $1.28B | $1.28B | $910M | $910M | $910M | $913M | $781M | |
| Intangibles | $147M | $165M | $196M | $229M | $283M | $322M | $357M | $168M | $191M | $204M | $257M | $261M | |
| Other Non-current Assets | $29M | $53M | $63M | $67M | $62M | $54M | $73M | $52M | $36M | $39M | $34M | $70M | |
| Total Assets | $3.10B | $3.03B | $3.44B | $3.21B | $3.16B | $3.39B | $3.26B | $2.12B | $1.86B | $1.90B | $1.98B | $1.85B | |
| Accounts Payable | $65M | $45M | $46M | $48M | $41M | $41M | $37M | $40M | $35M | $43M | $55M | $50M | |
| Current Liabilities | $706M | $603M | $1.04B | $859M | $754M | $906M | $612M | $297M | $322M | $376M | $385M | $379M | |
| Capital Leases | $23M | $23M | $29M | $34M | $43M | $40M | $47M | $0 | · | · | · | · | |
| Deferred Tax | $39M | $40M | $41M | $40M | $36M | $41M | $32M | $32M | $17M | $26M | $28M | $13M | |
| Other Non-current Liabilities | $29M | $27M | $25M | $36M | $35M | $40M | $45M | $44M | $38M | $41M | $32M | $23M | |
| Total Liabilities | $1.59B | $1.60B | $2.12B | $2.02B | $1.91B | $2.18B | $2.13B | $1.07B | $1.10B | $1.15B | $1.32B | $1.27B | |
| Long-term Debt | $818M | $925M | $1.04B | $1.09B | $1.07B | $1.16B | $1.37B | $672M | $686M | $744M | $924M | $892M | |
| Total Debt | $818M | $925M | $1.04B | $1.09B | $1.07B | $1.16B | $1.37B | $672M | $686M | $744M | $939M | $892M | |
| Common Stock | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $698.0K | |
| Retained Earnings | $1.82B | $1.60B | $1.39B | $1.27B | $1.13B | $1.00B | $931M | $864M | $551M | $546M | $417M | $331M | |
| Treasury Stock | $965M | $785M | $675M | $666M | $476M | $388M | $378M | $356M | $320M | $298M | $253M | $283M | |
| AOCI | $-103M | $-121M | $-109M | $-118M | $-100M | $-92M | $-92M | $-93M | $-77M | $-94M | $-72M | $-20M | |
| Stockholders' Equity | $1.52B | $1.42B | $1.32B | $1.19B | $1.24B | $1.21B | $1.13B | $1.05B | $765M | $755M | $654M | $581M | |
| Liabilities + Equity | $3.10B | $3.03B | $3.44B | $3.21B | $3.16B | $3.39B | $3.26B | $2.12B | $1.86B | $1.90B | $1.98B | $1.85B | |
| Shares Outstanding | 102,712,071 | 105,254,913 | 108,077,738 | 108,068,828 | 115,730,046 | 117,112,185 | 115,986,352 | 116,123,361 | 117,096,731 | 117,336,797 | 119,033,770 | 115,637,804 |
Cash Flow 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $97M | $111M | $122M | $127M | $133M | $140M | $123M | $97M | $102M | $103M | $97M | $87M | |
| Stock-based Comp | $71M | $41M | $25M | $30M | $27M | $30M | $37M | $20M | $14M | $44M | $18M | $11M | |
| Deferred Tax | $943.0K | $-13M | $-4M | $2M | $4M | $3M | $-22M | $-6M | $22M | $18M | $19M | $8M | |
| Amort. of Intangibles | $21M | $30M | $34M | $36M | $37M | $37M | $32M | $19M | $19M | $21M | $23M | $25M | |
| Restructuring | · | · | · | · | · | · | · | · | $2M | $5M | $1M | $9M | |
| Other Non-cash | $-72M | $17M | $-96M | $-157M | $-72M | $90M | $-67M | $3M | $3M | $-194M | $-38M | $-25M | |
| Operating Cash Flow | $323M | $359M | $169M | $143M | $220M | $315M | $133M | $184M | $146M | $100M | $188M | $161M | |
| CapEx | $13M | $15M | $9M | $13M | $21M | $18M | $23M | $18M | $26M | $41M | $27M | $18M | |
| Investing Cash Flow | $7M | $-45M | $-38M | $60M | $-45M | $-31M | $-830M | $-45M | $-54M | $130M | · | · | |
| Stock Issued | $3M | $3M | $3M | $4M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | |
| Stock Repurchased | $203M | $128M | $28M | $207M | $107M | $29M | $36M | $55M | $37M | $60M | · | $70M | |
| Net Stock Activity | $-199M | $-125M | $-25M | $-203M | $-104M | $-25M | $-32M | $-51M | $-34M | $-57M | $3M | $-67M | |
| Financing Cash Flow | $-337M | $-288M | $-112M | $-171M | $-257M | $-160M | $668M | $-58M | $-98M | $-251M | · | · | |
| Net Change in Cash | $-6M | $26M | $24M | $31M | $-81M | $124M | $-31M | $79M | $-6M | $-26M | $25M | $-18M | |
| Taxes Paid | $90M | $48M | $65M | $44M | $46M | $28M | $28M | $32M | $38M | $19M | $24M | $23M | |
| Free Cash Flow | $310M | $343M | $160M | $130M | $200M | $318M | $115M | $166M | $120M | $59M | $156M | $131M | |
| Levered FCF | · | · | $95M | $94M | $167M | $277M | $55M | $134M | $116M | $31M | $125M | $104M |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 18.8% | 19.3% | 15.2% | 14.3% | 15.3% | 11.2% | 9.8% | 12.5% | 8.3% | 22.0% | 12.2% | 13.6% | |
| Net Margin | 12.9% | 12.7% | 8.4% | 10.0% | 9.3% | 5.6% | 5.3% | 6.8% | 0.50% | 12.9% | 8.2% | 6.7% | |
| Pretax Margin | 17.4% | 15.7% | 10.2% | 14.5% | 12.8% | 7.6% | 5.7% | 9.1% | 4.2% | 18.4% | 10.8% | 9.7% | |
| EBITDA Margin | 24.3% | 26.3% | 23.6% | 23.3% | 25.1% | 22.0% | 19.6% | 22.1% | 18.2% | 32.3% | 21.6% | 22.1% | |
| ROA | 7.4% | 6.3% | 3.6% | 4.5% | 3.9% | 2.2% | 2.5% | 3.5% | 0.27% | 6.7% | 4.5% | 3.8% | |
| ROE | 15.6% | 14.8% | 9.6% | 11.9% | 10.5% | 6.2% | 6.1% | 6.9% | 0.68% | 18.4% | 13.8% | 12.0% | |
| ROIC | 10.4% | 10.6% | 7.7% | 6.1% | 6.6% | 4.5% | 4.6% | 5.5% | 0.69% | 10.3% | 6.0% | 6.4% |
Liquidity & Solvency 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.6 | 1.4 | 1.3 | 1.2 | 1.3 | 1.5 | 1.9 | 1.3 | 1.1 | 1.0 | 1.1 | |
| Quick Ratio | 0.9 | 1.0 | 0.6 | 0.6 | 0.4 | 0.4 | 0.8 | 1.7 | 1.0 | 0.9 | 0.8 | 0.8 | |
| Debt / Equity | 0.5 | 0.6 | 0.8 | 0.9 | 0.9 | 1.0 | 1.2 | 0.6 | 0.9 | 1.0 | 1.4 | 1.5 | |
| LT Debt / Equity | 0.5 | 0.6 | 0.7 | 0.9 | 0.8 | 0.9 | 1.2 | 0.6 | 0.9 | 0.9 | 1.3 | 1.4 | |
| Interest Coverage | · | · | 2.8 | 3.8 | 4.7 | 2.6 | 1.9 | 3.0 | 2.2 | 5.5 | 3.1 | 3.5 |
Efficiency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | |
| Receivables Turnover | 4.1 | 3.7 | 3.4 | 3.9 | 8.3 | 8.1 | 3.6 | 3.3 | 3.9 | 4.1 | 4.7 | 4.7 |
Growth Rates 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.4% | 9.8% | 2.2% | 3.7% | 5.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.4% | 5.2% | 3.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 13.1% | 70.5% | -9.7% | 14.8% | 74.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 20.3% | 20.9% | 21.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 28.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 11.6% | 67.2% | -14.5% | 11.3% | 75.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.8% | 16.7% | 18.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 25.6% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.76B | $1.59B | $1.45B | $1.42B | $1.37B | $1.29B | $1.26B | $1.01B | $1.02B | $1.01B | $1.05B | $1.02B | |
| Net Income TTM | $227M | $203M | $122M | $142M | $128M | $73M | $67M | $69M | $5M | $130M | $85M | $68M | |
| Market Cap | $4.91B | $5.46B | $3.31B | $2.49B | $4.02B | $4.50B | $4.39B | $3.21B | $2.65B | $2.13B | $2.55B | $2.33B | |
| Enterprise Value | $5.53B | $6.17B | $4.18B | $3.45B | $4.96B | $5.49B | $5.65B | $3.74B | $3.27B | $2.80B | $3.38B | $3.15B | |
| P/E | 22.1 | 27.2 | 27.3 | 18.5 | 32.1 | 62.0 | 66.5 | 46.9 | 566.8 | 16.7 | 29.7 | 34.8 | |
| P/S | 2.8 | 3.4 | 2.3 | 1.7 | 2.9 | 3.5 | 3.5 | 3.2 | 2.6 | 2.1 | 2.4 | 2.3 | |
| P/B | 3.2 | 3.8 | 2.5 | 2.1 | 3.2 | 3.7 | 3.9 | 3.1 | 3.5 | 2.8 | 3.9 | 4.0 | |
| P / Tangible Book | 34.9 | 166.0 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 15.2 | 15.2 | 19.6 | 17.3 | 18.2 | 13.4 | 31.9 | 17.5 | 18.2 | 21.3 | 13.9 | 15.7 | |
| P / FCF | 15.8 | 15.9 | 20.7 | 19.1 | 20.1 | 14.1 | 38.4 | 19.4 | 22.0 | 36.1 | 16.4 | 17.8 | |
| EV / EBITDA | 13.0 | 14.7 | 12.2 | 10.4 | 14.4 | 19.3 | 22.9 | 16.7 | 17.5 | 8.6 | 15.0 | 14.0 | |
| EV / FCF | 17.8 | 18.0 | 26.2 | 26.5 | 24.8 | 17.2 | 49.3 | 22.6 | 27.1 | 47.4 | 21.7 | 24.0 | |
| EV / Revenue | 3.1 | 3.9 | 2.9 | 2.4 | 3.6 | 4.2 | 4.5 | 3.7 | 3.2 | 2.8 | 3.2 | 3.1 | |
| Earnings Yield | 4.5% | 3.7% | 3.7% | 5.4% | 3.1% | 1.6% | 1.5% | 2.1% | 0.18% | 6.0% | 3.4% | 2.9% |
Income Statement 16
| Metric | 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 | $430M | $426M | $482M | $482M | $401M | $395M | $453M | $452M | $373M | $316M | $477M | $363M | $323M | $290M | $452M | $307M | |
| Cost of Revenue | $249M | $228M | $226M | $223M | $235M | $213M | $200M | $197M | $203M | $191M | $182M | $178M | $181M | $179M | $179M | $172M | |
| SG&A Expense | $34M | $40M | $43M | $34M | $38M | $28M | $33M | $34M | $25M | $26M | $25M | $30M | $31M | $31M | $29M | $31M | |
| Operating Expenses | $386M | $368M | $373M | $355M | $366M | $336M | $331M | $329M | $320M | $306M | $304M | $301M | $313M | $314M | $304M | $303M | |
| Operating Income | $45M | $57M | $109M | $128M | $35M | $59M | $122M | $123M | $54M | $10M | $172M | $62M | $11M | $-24M | $148M | $3M | |
| Interest Expense | · | · | · | · | · | · | · | · | $18M | $19M | · | $20M | $20M | $19M | · | $14M | |
| Interest Income | $6M | $4M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $4M | $3M | $3M | |
| Other Non-op | $662.0K | $2M | $831.0K | $2M | $-6M | $24M | $511.0K | $-823.0K | $1M | $-2M | $-2M | $1M | $-4M | $-3M | $-2M | $42M | |
| Pretax Income | $39M | $50M | $99M | $118M | $18M | $72M | $110M | $107M | $40M | $-7M | $154M | $47M | $-10M | $-43M | $133M | $34M | |
| Income Tax | $7M | $12M | $35M | $27M | $6M | $13M | $12M | $26M | $9M | $285.0K | $32M | $9M | $-3M | $-11M | $43M | $11M | |
| Net Income | $32M | $38M | $64M | $91M | $12M | $59M | $99M | $81M | $31M | $-8M | $123M | $38M | $-7M | $-32M | $90M | $23M | |
| EPS (Basic) | $0.31 | $0.38 | $0.62 | $0.88 | $0.12 | $0.56 | $0.93 | $0.78 | $0.29 | $-0.07 | $1.13 | $0.35 | $-0.06 | $-0.30 | $0.80 | $0.20 | |
| EPS (Diluted) | $0.31 | $0.37 | $0.61 | $0.88 | $0.12 | $0.55 | $0.92 | $0.77 | $0.29 | $-0.07 | $1.13 | $0.35 | $-0.06 | $-0.30 | $0.79 | $0.20 | |
| Shares (Basic) | 101,503,000 | 101,922,000 | -209,015,000 | 103,245,000 | 104,376,000 | 105,350,000 | -211,473,000 | 104,770,000 | 105,395,000 | 106,799,000 | -216,781,000 | 108,667,000 | 108,455,000 | 108,156,000 | -230,068,000 | 113,812,000 | |
| Shares (Diluted) | 101,676,000 | 102,843,000 | -211,020,000 | 103,895,000 | 105,103,000 | 106,827,000 | -212,490,000 | 106,018,000 | 106,166,000 | 106,799,000 | -216,687,000 | 108,933,000 | 108,455,000 | 108,156,000 | -231,413,000 | 114,348,000 | |
| EBITDA | $45M | $57M | · | $152M | $59M | $59M | · | $154M | $81M | $37M | · | $92M | $42M | $7M | · | $36M |
Balance Sheet 27
| Metric | 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 | $167M | $162M | $196M | $199M | $190M | $230M | $216M | $178M | $157M | $183M | $164M | $140M | $132M | $142M | $125M | $135M | |
| Receivables | $459M | $457M | $446M | $461M | $398M | $386M | $414M | $425M | $369M | $345M | · | $371M | $350M | $343M | · | $302M | |
| Prepaid Expense | $44M | $36M | $30M | $33M | $37M | $36M | $29M | $32M | $30M | $34M | · | $32M | $36M | $34M | · | $30M | |
| Other Current Assets | $27M | $18M | $20M | $24M | $21M | $13M | $12M | $23M | $32M | $35M | · | $35M | $57M | $21M | · | $16M | |
| Current Assets | $1.14B | $1.13B | $1.09B | $1.16B | $1.14B | $1.21B | $991M | $1.09B | $1.38B | $1.30B | · | $1.23B | $1.03B | $954M | · | $1.21B | |
| PP&E (Net) | $38M | $38M | $37M | $33M | $33M | $34M | $35M | $31M | $35M | $37M | · | $41M | $45M | $48M | · | $54M | |
| PP&E (Gross) | · | · | $161M | · | · | · | $169M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $123M | · | · | · | $134M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | · | $1.23B | $1.23B | $1.23B | · | $1.23B | |
| Intangibles | · | $141M | $147M | $151M | $157M | $161M | $165M | $172M | $179M | $187M | · | $203M | $212M | $221M | · | $235M | |
| Other Non-current Assets | $27M | $28M | $29M | $31M | $34M | $33M | $53M | $54M | $61M | $60M | · | $64M | $65M | $66M | · | $60M | |
| Total Assets | $3.10B | $3.10B | $3.10B | $3.16B | $3.14B | $3.20B | $3.03B | $3.09B | $3.36B | $3.30B | · | $3.25B | $3.07B | $3.01B | · | $3.26B | |
| Accounts Payable | $66M | $62M | $65M | $55M | $58M | $53M | $45M | $48M | $49M | $44M | · | $41M | $48M | $47M | · | $38M | |
| Current Liabilities | $723M | $739M | $706M | $737M | $775M | $805M | $603M | $697M | $1.04B | $949M | · | $946M | $782M | $701M | · | $998M | |
| Capital Leases | $19M | $20M | $23M | $23M | $24M | $21M | $23M | $24M | $25M | $27M | · | $29M | $29M | $32M | · | $32M | |
| Deferred Tax | $37M | $38M | $39M | $50M | $42M | $41M | $40M | $38M | $41M | $39M | · | $34M | $37M | $39M | · | $30M | |
| Other Non-current Liabilities | $25M | $27M | $29M | $30M | $30M | $25M | $27M | $25M | $25M | $26M | · | $25M | $31M | $35M | · | $34M | |
| Total Liabilities | $1.60B | $1.60B | $1.59B | $1.68B | $1.74B | $1.72B | $1.60B | $1.76B | $2.13B | $2.04B | · | $2.04B | $1.90B | $1.84B | · | $2.06B | |
| Long-term Debt | $822M | $807M | $818M | $868M | $898M | $846M | $925M | $994M | $1.01B | $1.02B | · | $1.06B | $1.07B | $1.08B | · | $1.01B | |
| Total Debt | $822M | $807M | · | $868M | $898M | $846M | · | $994M | $1.01B | $1.02B | · | $1.06B | $1.07B | $1.08B | · | $1.01B | |
| Common Stock | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | $702.0K | · | $702.0K | $702.0K | $702.0K | · | $702.0K | |
| Retained Earnings | $1.89B | $1.86B | $1.82B | $1.76B | $1.67B | $1.66B | $1.60B | $1.50B | $1.42B | $1.39B | · | $1.27B | $1.23B | $1.24B | · | $1.18B | |
| Treasury Stock | $1.05B | $1.03B | $965M | $924M | $911M | $797M | $785M | $791M | $787M | $734M | · | $653M | $656M | $661M | · | $556M | |
| AOCI | $-108M | $-108M | $-103M | $-103M | $-99M | $-114M | $-121M | $-105M | $-114M | $-112M | · | $-117M | $-111M | $-114M | · | $-128M | |
| Stockholders' Equity | $1.50B | $1.50B | $1.52B | $1.48B | $1.39B | $1.48B | $1.42B | $1.33B | $1.24B | $1.26B | $1.32B | $1.21B | $1.17B | $1.17B | $1.19B | $1.20B | |
| Liabilities + Equity | $3.10B | $3.10B | $3.10B | $3.16B | $3.14B | $3.20B | $3.03B | $3.09B | $3.36B | $3.30B | · | $3.25B | $3.07B | $3.01B | · | $3.26B | |
| Shares Outstanding | 101,223,741 | 101,364,767 | 102,712,071 | 103,256,397 | 103,412,772 | 105,273,273 | 105,254,913 | 104,870,815 | 104,860,637 | 106,257,982 | · | 108,722,535 | 108,595,441 | 108,322,311 | · | 113,201,343 |
Cash Flow 16
| Metric | 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 | $24M | $25M | $25M | $24M | $24M | $24M | $24M | $32M | $28M | $28M | $29M | $30M | $31M | $32M | $31M | $32M | |
| Stock-based Comp | $19M | $17M | $25M | $17M | $16M | $12M | $11M | $11M | $11M | $8M | $7M | $7M | $5M | $5M | $8M | $7M | |
| Deferred Tax | $-3M | $6M | $-190.0K | $5M | $-2M | $-2M | $-11M | $-4M | $510.0K | $1M | $21M | $-3M | $-12M | $-10M | $11M | $-3M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $9M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $94M | · | · | · | $46M | · | · | |
| Operating Cash Flow | $71M | $64M | $122M | $73M | $50M | $78M | $126M | $54M | $55M | $123M | $86M | $25M | $17M | $40M | $41M | $34M | |
| CapEx | $7M | $3M | $5M | $3M | $2M | $2M | $7M | $4M | $2M | $3M | $968.0K | $3M | $2M | $2M | $5M | $4M | |
| Investing Cash Flow | $-14M | $-15M | $-12M | $-10M | $-8M | $37M | $-13M | $-8M | $-6M | $-18M | $-7M | $-11M | $-11M | $-9M | $-13M | $88M | |
| Stock Issued | $861.0K | $905.0K | $914.0K | $871.0K | $819.0K | $813.0K | $789.0K | $732.0K | $704.0K | $693.0K | $697.0K | $696.0K | $719.0K | $707.0K | $780.0K | $839.0K | |
| Stock Repurchased | $41M | $65M | $53M | $16M | $119M | $14M | $0 | $8M | $57M | $63M | $28M | $0 | $0 | $0 | $116M | $28M | |
| Net Stock Activity | · | $-64M | · | · | · | $-14M | · | · | · | $-62M | · | · | · | $707.0K | · | · | |
| Financing Cash Flow | $-72M | $-64M | $-101M | $-106M | $-114M | $-15M | $-118M | $-172.0K | $-62M | $-108M | $-64M | $13M | $-41M | $-20M | $-28M | $-83M | |
| Net Change in Cash | $-18M | $-17M | $6M | $-46M | $-68M | $102M | $-4M | $45M | $-14M | $-725.0K | $15M | $27M | $-31M | $14M | $-2M | $41M | |
| Taxes Paid | $34M | $5M | $45M | $12M | $20M | $13M | $25M | $8M | $12M | $3M | $22M | $10M | $17M | $17M | $19M | $7M | |
| Free Cash Flow | · | $61M | · | · | · | $76M | · | · | · | $120M | · | · | · | $38M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $100M | · | · | · | $24M | · | · |
Profitability 7
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.4% | 13.5% | · | 26.5% | 8.7% | 14.8% | · | 27.1% | 14.4% | 3.0% | · | 17.1% | 3.2% | -8.4% | · | 1.1% | |
| Net Margin | 7.4% | 9.0% | · | 18.9% | 3.0% | 14.9% | · | 18.0% | 8.3% | -2.5% | · | 10.4% | -2.1% | -11.2% | · | 7.5% | |
| Pretax Margin | 9.0% | 11.8% | · | 24.5% | 4.5% | 18.2% | · | 23.8% | 10.8% | -2.4% | · | 12.8% | -3.1% | -14.9% | · | 11.0% | |
| EBITDA Margin | 10.4% | 13.5% | · | 31.5% | 14.7% | 14.8% | · | 34.1% | 21.8% | 11.8% | · | 25.4% | 13.0% | 2.5% | · | 11.6% | |
| ROA | 1.0% | 1.2% | · | 2.9% | 0.38% | 1.8% | · | 2.6% | 0.96% | -0.25% | · | 1.2% | -0.21% | -1.0% | · | 0.72% | |
| ROE | 2.2% | 2.6% | · | 6.5% | 0.93% | 4.3% | · | 6.4% | 2.6% | -0.64% | · | 3.1% | -0.56% | -2.7% | · | 1.9% | |
| ROIC | 1.6% | 1.9% | · | 4.2% | 1.0% | 2.1% | · | 4.0% | 1.8% | 0.44% | · | 2.2% | 0.31% | -0.81% | · | 0.11% |
Liquidity & Solvency 5
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.5 | · | 1.6 | 1.5 | 1.5 | · | 1.6 | 1.3 | 1.4 | · | 1.3 | 1.3 | 1.4 | · | 1.2 | |
| Quick Ratio | 0.9 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | 0.9 | 0.5 | 0.6 | · | 0.5 | 0.6 | 0.7 | · | 0.4 | |
| Debt / Equity | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.9 | · | 0.8 | |
| LT Debt / Equity | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.5 | · | 0.7 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 2.9 | 0.5 | · | 3.1 | 0.5 | -1.3 | · | 0.2 |
Efficiency 2
| Metric | 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 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.0 | 1.0 | · | 1.1 | 1.0 | 1.1 | · | 1.1 | 1.0 | 0.9 | · | 1.1 | 1.0 | 0.9 | · | 1.0 |
Valuation (TTM) 14
| Metric | 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 | $1.74B | $1.70B | · | $1.73B | $1.62B | $1.54B | · | $1.50B | $1.38B | $1.29B | · | $1.28B | $1.26B | $1.26B | · | $1.29B | |
| Net Income TTM | $174M | $201M | · | $244M | $183M | $163M | · | $142M | $54M | $-9M | · | $22M | $-3M | $20M | · | $66M | |
| Market Cap | $5.09B | $4.16B | · | $5.45B | $4.75B | $5.76B | · | $5.34B | $4.15B | $3.53B | · | $2.45B | $2.52B | $2.92B | · | $2.37B | |
| Enterprise Value | $5.75B | $4.80B | · | $6.12B | $5.46B | $6.38B | · | $6.15B | $5.00B | $4.36B | · | $3.37B | $3.45B | $3.86B | · | $3.24B | |
| P/E | 29.9 | 21.4 | · | 22.7 | 26.5 | 35.5 | · | 38.0 | 77.6 | -415.1 | · | 118.7 | -579.2 | 179.9 | · | 36.7 | |
| P/S | 2.9 | 2.4 | · | 3.1 | 2.9 | 3.8 | · | 3.5 | 3.0 | 2.7 | · | 1.9 | 2.0 | 2.3 | · | 1.8 | |
| P/B | 3.4 | 2.8 | · | 3.7 | 3.4 | 3.9 | · | 4.0 | 3.4 | 2.8 | · | 2.0 | 2.1 | 2.5 | · | 2.0 | |
| P / Tangible Book | 19.2 | 32.4 | · | 53.4 | 434.2 | 60.1 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 64.7 | · | · | · | 73.6 | · | · | · | 28.6 | · | · | · | 72.9 | · | · | |
| P / FCF | · | 67.9 | · | · | · | 75.7 | · | · | · | 29.4 | · | · | · | 77.3 | · | · | |
| EV / EBITDA | 128.7 | 83.5 | · | 40.3 | 92.5 | 108.9 | · | 39.9 | 61.5 | 117.4 | · | 36.5 | 82.2 | 537.3 | · | 90.9 | |
| EV / FCF | · | 78.4 | · | · | · | 83.8 | · | · | · | 36.3 | · | · | · | 102.1 | · | · | |
| EV / Revenue | 3.3 | 2.8 | · | 3.5 | 3.4 | 4.2 | · | 4.1 | 3.6 | 3.4 | · | 2.6 | 2.7 | 3.1 | · | 2.5 | |
| Earnings Yield | 3.3% | 4.7% | · | 4.4% | 3.8% | 2.8% | · | 2.6% | 1.3% | -0.24% | · | 0.84% | -0.17% | 0.56% | · | 2.7% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $1.76B | $1.59B | $1.45B | $1.42B | $1.37B |
| Operating Margin % | 18.8% | 19.3% | 15.2% | 14.3% | 15.3% |
| Net Income | $227M | $203M | $122M | $142M | $128M |
| Diluted EPS | $2.16 | $1.91 | $1.12 | $1.24 | $1.08 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.5 | 0.6 | 0.8 | 0.9 | 0.9 |
| Current Ratio | 1.5 | 1.6 | 1.4 | 1.3 | 1.2 |
| Quick Ratio | 0.9 | 1.0 | 0.6 | 0.6 | 0.4 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $310M | $343M | $160M | $130M | $200M |
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Institutional owners (13F) 407 filers · $3.3B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 54 (-2 vs prior Q) | 46 (-16 vs prior Q) | 130 (-18 vs prior Q) | 129 (+10 vs prior Q) | +2.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $407,955,347 | 8,112,057 | 12.38% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $230,680,129 | 4,586,998 | 7.00% | Shares |
| STATE STREET CORP | $215,942,710 | 4,294,891 | 6.55% | Shares |
| FMR LLC | $194,576,436 | 3,869,088 | 5.90% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $151,960,369 | 3,021,235 | 4.61% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $145,468,326 | 2,892,590 | 4.41% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $137,410,799 | 2,732,368 | 4.17% | Shares |
| North Reef Capital Management LP | $131,608,930 | 2,617,000 | 3.99% | Shares |
| REINHART PARTNERS, LLC. | $121,916,062 | 2,424,247 | 3.70% | Shares |
| Hood River Capital Management LLC | $117,169,112 | 2,329,869 | 3.55% | Shares |
| ALLIANCEBERNSTEIN L.P. | $95,464,103 | 2,327,825 | 2.90% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $88,538,261 | 1,760,554 | 2.69% | Shares |
| LONDON CO OF VIRGINIA | $80,229,956 | 1,594,274 | 2.43% | Shares |
| CONGRESS ASSET MANAGEMENT CO | $80,077,069 | 1,592,306 | 2.43% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67,501,501 | 1,342,245 | 2.05% | Shares |
| NORGES BANK | $65,826,945 | 1,308,947 | 2.00% | Shares |
| RICE HALL JAMES & ASSOCIATES, LLC | $50,621,663 | 1,006,595 | 1.54% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $48,358,000 | 961,578 | 1.47% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $36,730,408 | 730,372 | 1.11% | Shares |
| VANGUARD GROUP INC | $33,792,586 | 706,810 | 1.03% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $29,724,558 | 591,063 | 0.90% | Shares |
| NORTH STAR ASSET MANAGEMENT INC | $29,128,521 | 579,211 | 0.88% | Shares |
| Aristotle Capital Boston, LLC | $27,756,361 | 551,926 | 0.84% | Shares |
| MetLife Investment Management, LLC | $26,716,160 | 531,242 | 0.81% | Shares |
| MORGAN STANLEY | $25,988,517 | 516,773 | 0.79% | Shares |
| Swedbank AB | $22,334,392 | 444,112 | 0.68% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $22,226,068 | 441,958 | 0.67% | Shares |
| CITADEL ADVISORS LLC | $22,188,149 | 441,204 | 0.67% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $22,126,545 | 439,979 | 0.67% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $21,505,547 | 427,631 | 0.65% | Shares |
| GOLDMAN SACHS GROUP INC | $21,317,629 | 423,894 | 0.65% | Shares |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $19,830,252 | 394,318 | 0.60% | Shares |
| WEITZ INVESTMENT MANAGEMENT, INC. | $18,491,633 | 367,700 | 0.56% | Shares |
| Public Sector Pension Investment Board | $17,563,380 | 349,242 | 0.53% | Shares |
| WCM INVESTMENT MANAGEMENT, LLC | $17,159,819 | 346,593 | 0.52% | Shares |
| PALISADE CAPITAL MANAGEMENT, LP | $16,789,618 | 333,856 | 0.51% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $16,622,002 | 330,523 | 0.50% | Shares |
| PRUDENTIAL FINANCIAL INC | $13,254,030 | 263,552 | 0.40% | Shares |
| RHUMBLINE ADVISERS | $13,145,523 | 261,395 | 0.40% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12,448,435 | 247,533 | 0.38% | Shares |
| MILLENNIUM MANAGEMENT LLC | $12,279,008 | 244,164 | 0.37% | Shares |
| River Road Asset Management, LLC | $11,626,696 | 231,193 | 0.35% | Shares |
| TWO SIGMA ADVISERS, LP | $10,589,915 | 221,500 | 0.32% | Shares |
| Swiss National Bank | $10,223,957 | 203,300 | 0.31% | Shares |
| AMERIPRISE FINANCIAL INC | $9,538,656 | 189,673 | 0.29% | Shares |
| Kopion Asset Management, LLC | $9,075,836 | 180,470 | 0.28% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $8,948,251 | 177,933 | 0.27% | Shares |
| California Public Employees Retirement System | $8,250,477 | 164,058 | 0.25% | Shares |
| Bridge City Capital, LLC | $7,879,689 | 156,685 | 0.24% | Shares |
| Legal & General Group Plc | $7,834,780 | 155,792 | 0.24% | Shares |
| Allianz Asset Management GmbH | $7,793,992 | 190,051 | 0.24% | Shares |
| Congress Wealth Management LLC / DE / | $7,416,391 | 161,542 | 0.23% | Shares |
| EULAV Asset Management | $7,131,122 | 141,800 | 0.22% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6,809,769 | 135,410 | 0.21% | Shares |
| SEIZERT CAPITAL PARTNERS, LLC | $6,335,836 | 125,986 | 0.19% | Shares |
| AMERICAN CENTURY COMPANIES INC | $5,653,451 | 112,417 | 0.17% | Shares |
| UniSuper Management Pty Ltd | $5,633,335 | 112,017 | 0.17% | Shares |
| Assenagon Asset Management S.A. | $5,535,068 | 110,063 | 0.17% | Shares |
| D. E. Shaw & Co., Inc. | $5,339,993 | 106,184 | 0.16% | Shares |
| Quantinno Capital Management LP | $5,258,876 | 104,571 | 0.16% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,254,803 | 104,490 | 0.16% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $5,108,106 | 101,573 | 0.15% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5,034,388 | 122,760 | 0.15% | Shares |
| Aristides Capital LLC | $4,701,813 | 93,494 | 0.14% | Shares |
| UBS Group AG | $4,325,745 | 86,016 | 0.13% | Shares |
| BlackRock, Inc. | $4,206,406 | 83,643 | 0.13% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4,082,492 | 81,179 | 0.12% | Shares |
| NISA INVESTMENT ADVISORS, LLC | $3,888,775 | 77,327 | 0.12% | Shares |
| Emerald Investment Advisers, LLC | $3,856,287 | 76,681 | 0.12% | Shares |
| WOODMONT INVESTMENT COUNSEL LLC | $3,836,272 | 76,283 | 0.12% | Shares |
| TWO SIGMA INVESTMENTS, LP | $3,787,340 | 75,310 | 0.11% | Shares |
| Fisher Asset Management, LLC | $3,776,125 | 75,087 | 0.11% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $3,394,625 | 67,501 | 0.10% | Shares |
| Cubist Systematic Strategies, LLC | $3,315,907 | 62,837 | 0.10% | Shares |
| FIRST TRUST ADVISORS LP | $3,002,614 | 59,706 | 0.09% | Shares |
| Redwood Investments, LLC | $2,812,969 | 51,416 | 0.09% | Shares |
| SCOTIA CAPITAL INC. | $2,753,920 | 54,761 | 0.08% | Shares |
| Illinois Municipal Retirement Fund | $2,709,625 | 53,880 | 0.08% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2,702,233 | 53,733 | 0.08% | Shares |
| FIFTH THIRD BANCORP | $2,581,455 | 51,331 | 0.08% | Shares |
| Corient Private Wealth LP | $2,571,381 | 51,131 | 0.08% | Shares |
| B. Metzler seel. Sohn & Co. AG | $2,566,148 | 51,027 | 0.08% | Shares |
| Knights of Columbus Asset Advisors LLC | $2,501,777 | 49,747 | 0.08% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $2,467,141 | 49,412 | 0.07% | Shares |
| MML INVESTORS SERVICES, LLC | $2,411,516 | 47,952 | 0.07% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $2,380,578 | 47,337 | 0.07% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2,324,980 | 56,693 | 0.07% | Shares |
| Moran Wealth Management, LLC | $2,276,880 | 45,275 | 0.07% | Shares |
| Louisiana State Employees Retirement System | $2,242,934 | 44,600 | 0.07% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $2,183,542 | 43,419 | 0.07% | Shares |
| SEB Asset Management AB | $2,178,122 | 43,311 | 0.07% | Shares |
| Amundi | $2,088,845 | 41,536 | 0.06% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2,086,985 | 41,499 | 0.06% | Shares |
| Invesco Ltd. | $2,063,600 | 41,034 | 0.06% | Shares |
| AlphaQuest LLC | $2,010,745 | 42,057 | 0.06% | Shares |
| Vanguard Global Advisers, LLC | $1,964,830 | 39,070 | 0.06% | Shares |
| LPL Financial LLC | $1,952,107 | 38,817 | 0.06% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1,908,003 | 37,940 | 0.06% | Shares |
| JANUS HENDERSON GROUP PLC | $1,886,633 | 45,993 | 0.06% | Shares |
| State of New Jersey Common Pension Fund D | $1,871,492 | 37,214 | 0.06% | Shares |
Company insiders 55 insiders · 4 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Thomas W Warsop III | President and CEO | June 1, 2026 D | 483,017 | 0 | 0 | $0 |
| Robert William Leibrock | Chief Financial Officer | June 24, 2026 D | 205,806 | 0 | 0 | $0 |
| Erich J Litch | GM, Payment Software | June 6, 2026 D | 38,756 | 0 | 0 | $0 |
| Ronald Craig Shultz | GM, ACI Speedpay | June 4, 2026 D | 60,586 | 0 | 0 | $0 |
| Kimberly A. Debeers | Director | June 2, 2026 A | 7,295 | 0 | 0 | $0 |
| Juan Benitez II | Director | June 2, 2026 A | 22,601 | 0 | 0 | $0 |
| Mary P Harman | Director | June 2, 2026 A | 40,108 | 0 | 0 | $0 |
| Didier R Lamouche | Director | June 2, 2026 A | 8,950 | 0 | 0 | $0 |
| Adalio T Sanchez | Director | June 2, 2026 A | 70,098 | 0 | 0 | $0 |
| Samir Michael Zabaneh | Director | June 2, 2026 A | 47,302 | 0 | 0 | $0 |
| Todd R Ford | Director | June 2, 2026 A | 8,950 | 0 | 0 | $0 |
| MCCALLUM KATRINKA | Director | June 2, 2026 A | 20,201 | 0 | 0 | $0 |
| Ram Kumar Puppala | — | Sept. 7, 2022 P | 49,603 | 0 | 0 | $0 |
| Janet O Estep | — | Aug. 9, 2022 A | 58,600 | 0 | 0 | $0 |
| James C Hale III | — | Aug. 9, 2022 A | 73,918 | 0 | 0 | $0 |
| Charles E Peters JR | — | Aug. 9, 2022 A | 75,594 | 0 | 0 | $0 |
| Jeremy Wilmot | — | March 17, 2022 D | 66,946 | 0 | 0 | $0 |
| Evanthia Aretakis | — | March 17, 2022 D | 152,014 | 0 | 0 | $0 |
| Odilon Almeida | — | March 17, 2022 D | 247,555 | 0 | 0 | $0 |
| Scott W Behrens | — | March 17, 2022 D | 381,826 | 0 | 0 | $0 |
| Charles K Bobrinskoy | — | June 2, 2021 A | 13,408 | 0 | 0 | $0 |
| Dennis Byrnes | — | March 17, 2021 D | 404,945 | 0 | 0 | $0 |
| Craig S Saks | — | Nov. 16, 2020 S | 108,663 | 0 | 0 | $0 |
| Michael Braatz | — | Sept. 15, 2020 G | 62,075 | 0 | 0 | $0 |
| David A Poe | — | June 9, 2020 A | 73,026 | 0 | 0 | $0 |
| Pamela H Patsley | — | June 9, 2020 A | 26,130 | 0 | 0 | $0 |
| Carolyn B Homberger | — | March 17, 2020 A | 111,260 | 0 | 0 | $0 |
| Craig A Maki | — | March 4, 2019 A | 335,716 | 0 | 0 | $0 |
| Philip G Heasley | — | March 4, 2019 A | 1,349,430 | 0 | 0 | $0 |
| SUWINSKI JAN | — | June 8, 2018 M | 136,896 | 0 | 0 | $0 |
| John M Shay Jr | — | Feb. 26, 2018 M | 23,115 | 0 | 0 | $0 |
| Anthony M Scotto JR | — | Feb. 1, 2018 M | 158,124 | 0 | 0 | $0 |
| James Mcgroddy | — | Dec. 13, 2017 M | 46,896 | 0 | 0 | $0 |
| Daniel J Frate | — | July 1, 2017 D | 144,558 | 0 | 0 | $0 |
| Apratim Purakayastha | — | Aug. 17, 2015 M | 21,246 | 0 | 0 | $0 |
| John D Curtis | — | May 4, 2015 M | 26,014 | 0 | 0 | $0 |
| John E Stokely | — | March 17, 2015 M | 19,539 | 0 | 0 | $0 |
| Harlan F Seymour | — | Aug. 14, 2014 M | 85,539 | 0 | 0 | $0 |
| David Neil Morem | — | Feb. 24, 2014 D | 13,349 | 0 | 0 | $0 |
| Charles H Linberg | — | Feb. 19, 2013 D | 30,388 | 0 | 0 | $0 |
| Alfred R Berkeley III | — | March 16, 2012 M | 18,378 | 0 | 0 | $0 |
| Ronald J Totaro | — | March 19, 2010 M | 16,631 | 0 | 0 | $0 |
| Dave L Mccann | — | Sept. 16, 2009 F | 40,553 | 0 | 0 | $0 |
| Richard N Launder | — | Feb. 1, 2009 F | 22,555 | 0 | 0 | $0 |
| Mark R Vipond | — | Aug. 15, 2008 M | 36,117 | 0 | 0 | $0 |
| Henry C Lyons | — | Feb. 1, 2008 A | — | 0 | 0 | $0 |
| Anthony J Parkinson | — | June 1, 2006 M | 5,896 | 0 | 0 | $0 |
| Roger K Alexander | — | March 7, 2006 A | 2,500 | 0 | 0 | $0 |
| Jim D Kever | — | March 7, 2006 A | 3,500 | 0 | 0 | $0 |
| Gregory D Derkacht | — | Feb. 23, 2006 M | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD VALUE R LP, STARBOARD VALUE R GP LLC, STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP, STARBOARD VALUE L LP, STARBOARD LEADERS CHARLIE II LLC, STARBOARD LEADERS FUND LP, STARBOARD VALUE A LP, STARBOARD VALUE A GP LLC, STARBOARD X MASTER FUND LTD, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, PETER A. FELD ×4 filings | April 1, 2022 | — | Initial filing | — | SEC |
| ACI Worldwide, Inc., Olympic Acquisition Corp. ×4 filings | Nov. 6, 2013 | — | Initial filing | — | 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 ownership Held by 81 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| ABCS · EA Series Trust | 0.69% | 1,798 NS | May 29, 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0.51% | 2,654 NS | April 30, 2026 | N-PORT |
| HWSM · HOTCHKIS & WILEY FUNDS /DE/ | 0.43% | 233 NS | June 30, 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.39% | 87,906 NS | April 30, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.24% | 40,710 NS | April 30, 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0.22% | 100,718 NS | June 30, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.21% | 3,866 NS | April 30, 2026 | N-PORT |
| SAA · ProShares Trust | 0.20% | 1,235 NS | May 31, 2026 | N-PORT |
| APUE · Trust for Professional Managers | 0.20% | 115,937 NS | May 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.19% | 57,749 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.19% | 32,673 NS | May 31, 2026 | N-PORT |
| OASC · Unified Series Trust | 0.18% | 3,437 NS | May 31, 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.14% | 16,720 NS | April 30, 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0.14% | 6,596 NS | May 31, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.12% | 78,156 NS | May 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.12% | 65,678 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.12% | 26,913 NS | May 31, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.11% | 4,872 NS | May 31, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.11% | 216,439 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.10% | 315,946 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.10% | 311,887 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.09% | 495,006 NS | May 31, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.08% | 318,441 NS | April 30, 2026 | N-PORT |
| UWM · ProShares Trust | 0.07% | 3,811 NS | May 31, 2026 | N-PORT |
| URTY · ProShares Trust | 0.05% | 3,855 NS | May 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.04% | 4,601 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.03% | 2,546 NS | April 30, 2026 | N-PORT |
| JSTC · Tidal Trust I | 0.03% | 2,021 NS | May 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.03% | 85,507 NS | April 30, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.02% | 575 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.02% | 97 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 170,588 NS | April 30, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 6,437 NS | April 30, 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 32,283 NS | May 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 6,200 NS | April 30, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 3,696 NS | April 30, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 20,982 NS | April 30, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.01% | 2,336 NS | May 31, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.01% | 62,029 NS | May 31, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.01% | 656 NS | May 31, 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.01% | 8,071 NS | May 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 27,974 NS | April 30, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 581 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 3,487 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VFMV · VANGUARD WELLINGTON FUND | — | — | July 30, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | July 15, 2026 | Daily |