BR Broadridge Financial Solutions, Inc. Common Stock
NYSE · Professional Services · View on SEC EDGAR ↗ 10-K/10-Q Aug 4, 2026
$181.09
· of 52w range
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$133.8352w low
$233.7452w high
Market Cap (MRQ)
$20.64B
P/E (TTM)
18.9
EPS (TTM)
$9.60
Revenue (TTM)
$7.48B
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52W Range
$134–$234
Analyst Rating
BUY
Price Target
$213
P/E
18.9
ROE
40.9%
Net Profit Margin
15.0%
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BR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$181.09
Market Cap (MRQ)
$20.64B
P/E (TTM)
18.9
EPS (TTM)
$9.60
Revenue (TTM)
$7.48B
Div Yield
2.1%
ROE (TTM)
40.9%
Debt/Equity
1.1
52W Range
$134–$234
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About Broadridge Financial Solutions, Inc. Common Stock Company overview from Wikipedia
Broadridge Financial Solutions, Inc. is a public corporate services and financial technology company. Headquartered in Lake Success, New York, the company was founded in 2007 as a spin-off from Automatic Data Processing. Broadridge supplies companies in the financial industry with financial documents such as proxy statements and annual reports, as well as shareholder communications solutions such as virtual annual meetings.
Other products and services include financial software and infrastructure for corporate governance, proxy and regulatory communications, and investor communications. It also hosts trading platforms and provides software and infrastructure for asset and wealth management.
History
1962-2006
Broadridge was founded in 1962 as ADP Brokerage Services Group, a business unit of the American payroll processing company Automatic Data Processing (ADP). Operating as ADP's shareholder communications division, it initially served one client by processing an average of 300 trades per night.
1970s legislation in the United States changed the industry by mandating two new processes for securities and their transfer: immobilization and dematerialization. These processes required physical stock certificates and other paper securities to be kept in bulk by intermediaries, with the sale and ownership of securities recorded through chains of transaction records instead of possession of paper certificates. These changes increased securities trading and led to a rapid rise in stock ownership, and also had the effect of putting intermediaries between companies and their shareholders. Before the new laws, banks and brokers had typically maintained in-house proxy departments to manage the shareholder voting process. The need for shareholders to vote by proxy through intermediaries, however, created a new industry to manage that voting process, which remained in place even after electronic certificates eliminated the need for intermediaries. ADP Brokerage Services Group operated as one of those intermediaries, and by the mid-1990s, Automatic Data Processing dominated the proxy voting and shareholder communications services industry.
2007-2018
At the end of March, 2007, ADP spun-out the entirety of their shareholder communications activities, resulting in the formation of Broadridge Financial Solutions. Operating as an independent public company, Broadridge was headquartered in Lake Success, New York with Rich Daly as CEO. Broadridge facilitated its first virtual annual meeting, for Intel Corp, in 2009. In 2010, the company processed about 350 billion shares for its clients. Congress evaluated aspects of corporate governance, including shareholder communications and proxy voting, during the 2008 financial crisis. In 2010 a report submitted to the House Committee on Financial Services by a coalition headed by Business Roundtable noted the near monopoly position of Broadridge in handling proxy voting. Broadridge had retained its predominant position in the proxy processing market by 2013.
In 2016, it facilitated virtual annual meetings for 154 companies, an increase of 71% from the year prior. Also in 2016, Broadridge acquired Spence Johnson, an institutional financial flow data intelligence firm. In the summer of 2016, Broadridge acquired the North America Customer Communications (NACC) unit of DST Systems, a Kansas City-based business services provider, which provided the company with addressing information for about 75% of all public company shareholders in the United States and Canada. Later in 2016, Broadridge bought M&O Systems, a small Manhattan-based financial services company. In 2017, the company had 10,000 employees. In a 2018 letter to the SEC, Broadridge stated its mailings reached 140 million investor accounts. In 2018, UBS Group AG's Wealth Management Americas unit became the first large client to begin using Broadridge's new software platform for "front- and back-office tasks, like opening client accounts, trade routing and order management and asset servicing."
2019-2026
On January 2, 2019, Tim Gokey succeeded Rich Daly as chief executive officer. Daly became Executive Chairman of the Board. In November 2019, Broadridge acquired ClearStructure Financial Technology, which provided portfolio management solutions for the private debt markets. Broadridge acquired FundsLibrary, which specializes in fund document and data dissemination in Europe, in March 2020. It was combined with the Broadridge brand FundAssist and renamed Broadridge Fund Communication Solutions. In 2021, it had assets of US$8.119 billion, equity of $1.809 billion, net income of $547 million, operating income of $678 million, and revenue of $4.993 billion.
The company agreed in 2021 to acquire the Sweden-based Itiviti from Nordic Capital for $2.5 billion. In 2021, Broadridge announced that RBC Wealth Management-U.S. would be its second client utilizing its new advisor technology platform for wealth management. In September 2022, Cetera became the first company to use Broadridge's Wealth InFocus communications platform, which focused on communications related to wealth management.
After Broadridge began testing the use of blockchain for proxy voting in 2018, by 2023, companies such as UBS and Société Générale were using Broadridge's VMWare Blockchain distributed ledger software to facilitate repurchase agreements. In 2023 Broadridge stated it had around 1,100 clients who were brokers, and that it provided proxy services for around 80% of outstanding shares in the United States. In June 2023, LTX, a corporate bond trading platform owned by Broadridge, launched BondGPT, a chatbot focused on bonds and utilizing OpenAI's GPT-4. In 2024, Broadridge ranked #3 on the IDC Fintech Rankings. Broadridge released its Sentry software, a loan portfolio management platform, in 2024, at which point specific offerings included “new mutual funds, ETFs, managed accounts, app-based trading, and zero-commission trading." It had also enabled “pass-through voting,” allowing shareholders to do proxy votes directly rather than through an investment manager, and a mobile app for proxy voting at annual meetings.
In January 2026, Broadridge announced that it completed the acquisition of Acolin, a leading European provider of cross-border fund distribution and regulatory services.
List of acquisitions
According to analysts at Evercore ISI, “Broadridge has a long history of successful tuck-in acquisitions," and between 2007 and 2018, the company made over 30 acquisitions in total. Among the largest were:
2016 - Spence Johnson, an institutional financial flow data intelligence firm.
2016 - North America Customer Communications (NACC) unit of DST Systems, a business services provider.
2016 - M&O Systems, a financial services company.
2019 - ClearStructure Financial Technology, which provides portfolio management solutions.
2020 - FundsLibrary, which specializes in fund document and data dissemination.
2021 - ITIVITI, a capital markets trading technology provider.
2026 - Acolin, a European provider of cross-border fund distribution and regulatory services.
Personnel
The company has 14,000 employees as of 2024. In 2024, the CEO was Tim Gokey while Chris Perry was president. The eleven-member board includes chairman Richard J. Daly, Leslie Brun, Annette Nazareth, Pamela Carter, Robert Deulks, Melvin Flowers, Tim Gokey, Brett Keller, Maura Markus, Eileen Murray, and Amit Zavery.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryProfessional Services
employees16,000
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$7.48B2017-06-30 → 2026-06-30
EPS$9.602017-06-30 → 2026-06-30
Free Cash Flow$1.28B2017-06-30 → 2026-06-30
Net margin15.0%2017-06-30 → 2026-06-30
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 18.95Y avg ≈28.9 | ≈28.9 | · | · | |
| P/S (TTM) | 2.85Y avg ≈3.2 | ≈3.2 | · | · | |
| P/B (MRQ) | 7.35Y avg ≈8.9 | ≈8.9 | · | · | |
| EV / EBITDA | 16.35Y avg ≈21.1 | ≈21.1 | · | · | |
| Price / FCF (TTM) | 16.15Y avg ≈25.1 | ≈25.1 | · | · | |
| Price / Cash Flow (TTM) | 15.35Y avg ≈23.8 | ≈23.8 | · | · | |
| EV / Revenue | 3.15Y avg ≈3.7 | ≈3.7 | · | · | |
| EV / FCF | 18.45Y avg ≈29.2 | ≈29.2 | · | · | |
| Price / Tangible Book (MRQ) | 12.6 | · | · | · | |
| PEG Ratio | ≈1.2 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 17.4%5Y avg ≈15.8% | ≈15.8% | · | · | |
| EBITDA Margin (TTM) | 19.2%5Y avg ≈17.5% | ≈17.5% | · | · | |
| Net Profit Margin (TTM) | 15.0%5Y avg ≈11.6% | ≈11.6% | · | · | |
| ROA (TTM) | 12.9%5Y avg ≈9.1% | ≈9.1% | · | · | |
| ROE (TTM) | 40.9%5Y avg ≈32.8% | ≈32.8% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | BR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 1.15Y avg ≈1.5 | ≈1.5 | · | · | |
| Current Ratio (MRQ) | 1.25Y avg ≈1.0 | ≈1.0 | · | · | |
| Quick Ratio | 0.35Y avg ≈0.2 | ≈0.2 | · | · | |
| Long-Term Debt / Equity (MRQ) | 1.15Y avg ≈1.3 | ≈1.3 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 8.5%5Y avg ≈8.5% | ≈8.5% | · | · | |
| Revenue CAGR 3Y | 7.2%5Y avg ≈8.3% | ≈8.3% | · | · | |
| Revenue CAGR 5Y | 8.4% | · | · | · | |
| EPS YoY | 35.2%5Y avg ≈16.3% | ≈16.3% | · | · | |
| Net Income YoY | 33.9%5Y avg ≈16.1% | ≈16.1% | · | · | |
| EPS CAGR 3Y | 21.9%5Y avg ≈14.0% | ≈14.0% | · | · | |
| EPS CAGR 5Y | 15.6% | · | · | · | |
| Net Income CAGR 3Y | 21.3%5Y avg ≈14.1% | ≈14.1% | · | · | |
| Net Income CAGR 5Y | 15.5% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.95Y avg ≈0.8 | ≈0.8 | · | · | |
| Inventory Turnover | 151.85Y avg ≈147.4 | ≈147.4 | · | · | |
| Revenue / Employee | ≈$467.3K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield2.1%
Payout Ratio39.5%
Annualized Payout≈$4.36
5Y Div CAGR≈10.7%
Growth Streak≈17
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 3, 2026 | $1.09 | USD | ≈2.2% |
| Jun 12, 2026 | $0.98 | USD | ≈2.7% |
| Mar 16, 2026 | $0.98 | USD | ≈2.1% |
| Dec 12, 2025 | $0.98 | USD | ≈1.6% |
| Sep 11, 2025 | $0.98 | USD | ≈1.4% |
| Jun 12, 2025 | $0.88 | USD | ≈1.5% |
| Mar 13, 2025 | $0.88 | USD | ≈1.5% |
| Dec 13, 2024 | $0.88 | USD | ≈1.4% |
| Sep 12, 2024 | $0.88 | USD | ≈1.6% |
| Jun 14, 2024 | $0.80 | USD | ≈1.6% |
| Mar 14, 2024 | $0.80 | USD | ≈1.6% |
| Dec 14, 2023 | $0.80 | USD | ≈1.6% |
| Sep 14, 2023 | $0.80 | USD | ≈1.6% |
| Jun 14, 2023 | $0.73 | USD | ≈1.8% |
| Mar 14, 2023 | $0.73 | USD | ≈2.1% |
| Dec 14, 2022 | $0.73 | USD | ≈1.9% |
| Sep 14, 2022 | $0.73 | USD | ≈1.6% |
| Jun 14, 2022 | $0.64 | USD | ≈1.9% |
| Mar 14, 2022 | $0.64 | USD | ≈1.7% |
| Dec 14, 2021 | $0.64 | USD | ≈1.4% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
4.7%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $3.82 | $3.87 | -1.3% | |
| March 31, 2026 | $2.72 | $2.68 | 1.4% | |
| Dec. 31, 2025 | $1.59 | $1.40 | 13.4% | |
| Sept. 30, 2025 | $1.51 | $1.28 | 18.3% | |
| June 30, 2025 | $3.55 | $3.60 | -1.5% | |
| March 31, 2025 | $2.44 | $2.50 | -2.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.48B | $6.89B | $6.51B | $6.06B | $5.71B | $4.99B | $4.53B | $4.36B | $4.33B | $4.14B | $2.90B | $2.69B | |
| Cost of Revenue | $5.10B | $4.75B | $4.57B | $4.28B | $4.12B | $3.57B | $3.27B | $3.13B | $3.17B | $3.11B | $1.98B | $1.83B | |
| Gross Profit | · | · | · | · | · | $1.42B | $1.26B | $1.23B | $1.16B | $1.03B | $921M | · | |
| SG&A Expense | $1.08B | $948M | $917M | $849M | $832M | $744M | $639M | $578M | $564M | $501M | $421M | $399M | |
| Operating Expenses | $6.18B | $5.70B | $5.49B | $5.12B | $4.95B | $4.32B | $3.90B | $3.71B | $3.73B | $3.61B | $2.40B | $2.23B | |
| Operating Income | $1.30B | $1.19B | $1.02B | $936M | $760M | $679M | $625M | $653M | $598M | $532M | $500M | $439M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $3M | $3M | |
| Other Non-op | $245M | $-7M | $-2M | $-6M | $-3M | $73M | $13M | $-4M | $-2M | $3M | $-6M | $-5M | |
| Pretax Income | · | · | · | · | · | · | · | $607M | $561M | $488M | $469M | $439M | |
| Income Tax | $322M | $219M | $179M | $164M | $133M | $149M | $117M | $125M | $133M | $161M | $161M | $152M | |
| Net Income | $1.12B | $840M | $698M | $631M | $539M | $548M | $462M | $482M | $428M | $327M | $308M | $287M | |
| EPS (Basic) | $9.67 | $7.17 | $5.93 | $5.36 | $4.62 | $4.73 | $4.03 | $4.16 | $3.66 | $2.77 | $2.60 | $2.39 | |
| EPS (Diluted) | $9.60 | $7.10 | $5.86 | $5.30 | $4.55 | $4.65 | $3.95 | $4.06 | $3.56 | $2.70 | $2.53 | $2.32 | |
| Shares (Basic) | 116,300,000 | 117,100,000 | 117,700,000 | 117,700,000 | 116,700,000 | 115,700,000 | 114,700,000 | 115,900,000 | 116,800,000 | 118,000,000 | 118,300,000 | 119,900,000 | |
| Shares (Diluted) | 117,100,000 | 118,300,000 | 119,100,000 | 119,000,000 | 118,500,000 | 117,800,000 | 117,000,000 | 118,800,000 | 120,400,000 | 120,800,000 | 121,600,000 | 124,000,000 | |
| EBITDA | $1.44B | $1.32B | $1.14B | $1.02B | $842M | $746M | $699M | $738M | $677M | $600M | $522M | $488M |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $403M | $562M | $304M | $252M | $225M | $274M | $477M | $273M | $264M | $271M | $728M | $324M | |
| Short-term Investments | $900.0K | $700.0K | $800.0K | $700.0K | $600.0K | $700.0K | $500.0K | $400.0K | $100.0K | $100.0K | $100.0K | $100.0K | |
| Inventory | $35M | $32M | $30M | $34M | $29M | $23M | $22M | $21M | $18M | $17M | $8M | $6M | |
| Other Current Assets | $216M | $178M | $171M | $166M | $157M | $166M | $140M | $105M | $112M | $129M | $108M | $93M | |
| Current Assets | $1.75B | $1.82B | $1.54B | $1.39B | $1.33B | $1.26B | $1.33B | $1.04B | $991M | $990M | $1.29B | $861M | |
| PP&E (Net) | $174M | $170M | $162M | $146M | $151M | $177M | $162M | $189M | $204M | $198M | $112M | $97M | |
| PP&E (Gross) | $694M | $659M | $607M | $554M | $519M | $510M | $469M | $613M | $596M | $567M | $521M | $493M | |
| Goodwill | $3.79B | $3.61B | $3.47B | $3.46B | $3.48B | $3.72B | $1.67B | $1.50B | $1.25B | $1.16B | $999M | $970M | |
| Intangibles | $1.20B | $1.28B | $1.31B | $1.47B | $1.08B | $1.43B | $584M | $556M | $494M | $486M | $210M | $196M | |
| Other Non-current Assets | $1.22B | $828M | $871M | $829M | $895M | $762M | $1.14B | $593M | $360M | $316M | $262M | $243M | |
| Total Assets | $8.95B | $8.54B | $8.24B | $8.23B | $8.17B | $8.12B | $4.89B | $3.88B | $3.30B | $3.15B | $2.87B | $2.36B | |
| Accounts Payable | $150M | $220M | $314M | $157M | $245M | $249M | $152M | $134M | $156M | $167M | $133M | $116M | |
| Current Liabilities | $1.41B | $1.86B | $1.42B | $2.40B | $1.31B | $1.29B | $1.34B | $803M | $777M | $745M | $693M | $509M | |
| Capital Leases | $224M | $170M | $184M | $198M | $228M | $263M | $288M | · | · | · | · | · | |
| Deferred Tax | $387M | $261M | $277M | $391M | $446M | $401M | $127M | $87M | $58M | $82M | $62M | $62M | |
| Other Non-current Liabilities | $736M | $586M | $551M | $476M | $482M | $537M | $512M | $233M | $246M | $143M | $112M | $105M | |
| Total Liabilities | $6.10B | $5.89B | $6.07B | $5.99B | $6.25B | $6.31B | $3.54B | $2.75B | $2.21B | $2.15B | $1.83B | $1.44B | |
| Long-term Debt | $3.25B | $3.25B | $3.36B | $3.41B | $3.79B | $3.89B | $1.79B | $1.47B | · | $1.10B | $1.02B | $689M | |
| Total Debt | $3.25B | $3.25B | $3.36B | $3.41B | $3.79B | $3.89B | $1.79B | $1.47B | $1.05B | $1.10B | $1.02B | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Paid-in Capital | $1.77B | $1.66B | $1.55B | $1.44B | $1.34B | $1.25B | $1.18B | $1.11B | $1.05B | $988M | $901M | $856M | |
| Retained Earnings | $4.55B | $3.86B | $3.44B | $3.11B | $2.82B | $2.58B | $2.30B | $2.09B | $1.73B | $1.47B | $1.30B | $1.13B | |
| Treasury Stock | $3.20B | $2.60B | $2.49B | $2.03B | $2.02B | $2.03B | $2.04B | $2.00B | $1.63B | $1.40B | $1.12B | $1.04B | |
| AOCI | $-284M | $-273M | $-332M | $-285M | $-226M | $9M | $-100M | $-71M | $-52M | $-56M | $-38M | $-21M | |
| Stockholders' Equity | $2.84B | $2.66B | $2.17B | $2.24B | $1.92B | $1.81B | $1.35B | $1.13B | $1.09B | $1.00B | $1.05B | $928M | |
| Liabilities + Equity | $8.95B | $8.54B | $8.24B | $8.23B | $8.17B | $8.12B | $4.89B | $3.88B | $3.30B | $3.15B | $2.87B | $2.37B | |
| Shares Outstanding | 114,000,000 | 117,100,000 | 116,700,000 | 118,100,000 | 117,300,000 | 116,100,000 | 115,100,000 | 114,300,000 | 116,300,000 | 116,500,000 | 118,300,000 | 118,200,000 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $138M | $131M | $120M | $84M | $82M | $67M | $74M | $85M | $82M | $69M | $53M | $49M | |
| Stock-based Comp | · | · | $71M | $73M | $68M | $59M | $61M | $58M | $55M | $46M | $43M | $39M | |
| Deferred Tax | $106M | $-5M | $-120M | $-51M | $51M | $52M | $29M | $-4M | $-9M | $-15M | $-6M | $600.0K | |
| Amort. of Intangibles | $292M | $284M | $280M | $258M | $289M | $182M | $146M | $107M | $100M | $88M | $46M | $37M | |
| Restructuring | · | · | $45M | $20M | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-22M | $206M | $287M | $86M | $-297M | $-85M | $-28M | $-5M | $138M | $89M | $40M | $56M | |
| Operating Cash Flow | $1.35B | $1.17B | $1.06B | $823M | $444M | $640M | $598M | $617M | $694M | $516M | $438M | $431M | |
| CapEx | $67M | $44M | $57M | $38M | $29M | $52M | $63M | $51M | $77M | $85M | $58M | $50M | |
| Investing Cash Flow | $-452M | $-316M | $-148M | $-80M | $-110M | $-2.65B | $-442M | $-434M | $-249M | $-659M | $-137M | · | |
| Debt Issued | $2.02B | $1.24B | $1.02B | $990M | $670M | $4.33B | $1.62B | $803M | $340M | $500M | $808M | $320M | |
| Net Debt Issued | $1M | $-104M | $-60M | $-385M | $-96M | $2.09B | $329M | $416M | $-50M | $210M | $333M | $165M | |
| Stock Repurchased | $604M | $135M | $485M | $24M | $23M | $22M | $69M | $398M | $277M | $343M | $120M | $302M | |
| Net Stock Activity | $-604M | $-135M | $-485M | $-24M | $-23M | $-22M | $-69M | $-398M | $-277M | $-343M | $-120M | $-302M | |
| Dividends Paid | $444M | $402M | $368M | $331M | $291M | $262M | $241M | $211M | $166M | $152M | $138M | $122M | |
| Financing Cash Flow | $-1.05B | $-601M | $-856M | $-715M | $-371M | $1.80B | $51M | $-173M | $-450M | $-312M | $109M | · | |
| Net Change in Cash | $-159M | $257M | $52M | $28M | $-50M | $-202M | $203M | $9M | $-7M | $-457M | $404M | $-24M | |
| Taxes Paid | $204M | $280M | $240M | $180M | $77M | $98M | $101M | $120M | $178M | $113M | $122M | $85M | |
| Free Cash Flow | $1.28B | $1.13B | $999M | $785M | $414M | $588M | $536M | $566M | $617M | $430M | $380M | $381M |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | 28.5% | 27.9% | 28.2% | 26.8% | 24.9% | · | · | |
| Operating Margin | 17.4% | 17.2% | 15.6% | 15.4% | 13.3% | 13.6% | 13.8% | 15.0% | 13.7% | 12.8% | 16.2% | 16.3% | |
| Net Margin | 15.0% | 12.2% | 10.7% | 10.4% | 9.4% | 11.0% | 10.2% | 11.1% | 9.9% | 7.9% | 10.6% | 10.7% | |
| Pretax Margin | · | · | · | · | · | · | · | 13.9% | 13.0% | 11.8% | 16.2% | 16.3% | |
| EBITDA Margin | 19.2% | 19.1% | 17.5% | 16.8% | 14.8% | 14.9% | 15.4% | 16.9% | 15.6% | 14.5% | 18.0% | 18.1% | |
| ROA | 12.9% | 10.0% | 8.5% | 7.7% | 6.6% | 8.4% | 10.5% | 13.4% | 13.3% | 10.8% | 11.7% | 12.6% | |
| ROE | 39.3% | 34.4% | 31.5% | 29.8% | 28.8% | 32.2% | 36.3% | 40.3% | 37.9% | 31.9% | 31.2% | 30.4% | |
| ROIC | · | · | · | · | · | · | · | 19.9% | 21.1% | 16.9% | 14.9% | 30.9% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.0 | 1.1 | 0.6 | 1.0 | 1.0 | 1.0 | 1.3 | 1.3 | 1.3 | 1.9 | 1.7 | |
| Quick Ratio | 0.3 | 0.3 | 0.2 | 0.1 | 0.2 | 0.2 | 0.4 | 0.3 | 0.3 | 0.4 | 1.1 | 0.6 | |
| Debt / Equity | 1.1 | 1.2 | 1.5 | 1.5 | 2.0 | 2.1 | 1.3 | 1.3 | 1.0 | 1.1 | 1.0 | · | |
| LT Debt / Equity | 1.1 | 1.0 | 1.5 | 1.0 | 2.0 | 2.1 | 1.0 | 1.3 | 1.0 | 1.1 | 0.9 | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.8 | 0.8 | 0.7 | 0.7 | 0.8 | 1.0 | 1.2 | 1.3 | 1.4 | 1.1 | 1.2 | |
| Inventory Turnover | 151.8 | 151.8 | 141.6 | 134.9 | 156.8 | 159.8 | 153.3 | 158.2 | 177.6 | 244.9 | 268.8 | 277.0 |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $24.92 | $22.67 | $18.58 | $18.97 | $16.36 | $15.58 | $11.70 | $9.86 | $9.41 | $8.62 | $8.84 | $7.85 | |
| Revenue / Share | $63.85 | $58.23 | $54.63 | $50.93 | $48.18 | $42.39 | $38.71 | $36.72 | $35.96 | $34.29 | $23.82 | $21.73 | |
| Cash Flow / Share | $11.49 | $9.90 | $8.87 | $6.92 | $3.74 | $5.43 | $5.11 | $5.19 | $5.76 | $4.27 | $3.60 | $3.48 | |
| Cash / Share | $3.53 | $4.79 | $2.61 | $2.14 | $1.92 | $2.36 | $4.14 | $2.39 | $2.27 | $2.33 | $6.15 | $2.74 | |
| Dividend / Share | $3.90 | $3.52 | $3.20 | $2.90 | $2.56 | $2.30 | $2.16 | $1.94 | $1.46 | $1.32 | $1.20 | $1.08 | |
| EPS (TTM) | $9.60 | $7.10 | $5.86 | $5.30 | $4.55 | $4.65 | $3.95 | $4.06 | $3.56 | $2.70 | $2.53 | $2.32 |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.5% | 5.9% | 7.4% | 6.2% | 14.3% | 10.3% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.2% | 6.5% | 9.2% | 10.2% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.4% | 8.8% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 35.2% | 21.2% | 10.6% | 16.5% | -2.1% | 17.7% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 21.9% | 16.0% | 8.0% | 10.3% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 15.6% | 12.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 33.9% | 20.2% | 10.7% | 17.0% | -1.5% | 18.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 21.3% | 15.9% | 8.4% | 10.9% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.5% | 12.7% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 11.1% | 10.8% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.48B | $6.89B | $6.51B | $6.06B | $5.71B | $4.99B | $4.53B | $4.36B | $4.33B | $4.14B | $2.90B | $2.69B | |
| Net Income TTM | $1.12B | $840M | $698M | $631M | $539M | $548M | $462M | $482M | $428M | $327M | $308M | $287M | |
| Market Cap | $15.61B | $28.46B | $22.99B | $19.56B | $16.72B | $18.75B | $14.52B | $14.59B | $13.39B | $8.80B | $7.71B | $5.91B | |
| Enterprise Value | $18.46B | $31.15B | $26.04B | $22.72B | $20.29B | $22.37B | $15.83B | $15.79B | $14.18B | $9.63B | $8.01B | · | |
| P/E | 14.3 | 34.2 | 33.6 | 31.3 | 31.3 | 34.7 | 31.9 | 31.4 | 32.3 | 28.0 | 25.8 | 21.6 | |
| P/S | 2.1 | 4.1 | 3.5 | 3.2 | 2.9 | 3.8 | 3.2 | 3.3 | 3.1 | 2.1 | 2.7 | 2.2 | |
| P/B | 5.5 | 10.7 | 10.6 | 8.7 | 8.7 | 10.4 | 10.8 | 12.9 | 12.2 | 8.8 | 7.4 | 6.4 | |
| P / Cash Flow | 11.6 | 24.3 | 21.8 | 23.8 | 37.7 | 29.3 | 24.3 | 23.7 | 19.3 | 17.1 | 17.6 | 13.7 | |
| P / FCF | 12.2 | 25.2 | 23.0 | 24.9 | 40.3 | 31.9 | 27.1 | 25.8 | 21.7 | 20.4 | 20.3 | 15.5 | |
| EV / EBITDA | 12.8 | 23.6 | 22.9 | 22.3 | 24.1 | 30.0 | 22.7 | 21.4 | 20.9 | 16.1 | 15.4 | · | |
| EV / FCF | 14.4 | 27.6 | 26.1 | 28.9 | 48.9 | 38.0 | 29.6 | 27.9 | 23.0 | 22.4 | 21.1 | · | |
| EV / Revenue | 2.5 | 4.5 | 4.0 | 3.7 | 3.6 | 4.5 | 3.5 | 3.6 | 3.3 | 2.3 | 2.8 | · | |
| Dividend Yield | 2.8% | 1.4% | 1.6% | 1.7% | 1.7% | 1.4% | 1.7% | 1.5% | 1.2% | 1.7% | 1.8% | 2.1% | |
| Earnings Yield | 7.0% | 2.9% | 3.0% | 3.2% | 3.2% | 2.9% | 3.1% | 3.2% | 3.1% | 3.6% | 3.9% | 4.6% | |
| Payout Ratio | 39.5% | 47.9% | 52.7% | 52.5% | 53.9% | 47.8% | 52.1% | 43.8% | 38.8% | 46.6% | 44.9% | 42.6% | |
| Annual Payout | $444M | $402M | $368M | $331M | $291M | $262M | $241M | $211M | $166M | $152M | $138M | $122M |
Income Statement
| Metric | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.22B | $1.95B | $1.71B | $1.59B | $2.07B | $1.81B | $1.59B | $1.42B | $1.94B | $1.73B | $1.41B | $1.43B | $1.84B | $1.65B | $1.29B | $1.28B | |
| Cost of Revenue | $1.37B | $1.33B | $1.24B | $1.17B | $1.30B | $1.24B | $1.15B | $1.07B | $1.25B | $1.19B | $1.06B | $1.08B | $1.16B | $1.14B | $988M | $990M | |
| SG&A Expense | $307M | $267M | $268M | $234M | $271M | $231M | $233M | $213M | $250M | $236M | $223M | $207M | $226M | $221M | $197M | $205M | |
| Operating Expenses | $1.67B | $1.59B | $1.51B | $1.40B | $1.57B | $1.47B | $1.38B | $1.29B | $1.50B | $1.42B | $1.28B | $1.28B | $1.38B | $1.36B | $1.19B | $1.20B | |
| Operating Income | $546M | $360M | $206M | $189M | $499M | $345M | $211M | $134M | $441M | $303M | $124M | $148M | $454M | $287M | $108M | $88M | |
| Other Non-op | $2M | $6M | $188M | $48M | $-500.0K | $-3M | $-2M | $-2M | $2M | $-900.0K | $-400.0K | $-2M | $-700.0K | $2M | $-2M | $-5M | |
| Income Tax | $124M | $64M | $86M | $48M | $97M | $68M | $34M | $20M | $87M | $53M | $17M | $22M | $93M | $52M | $14M | $5M | |
| Net Income | $398M | $276M | $285M | $165M | $374M | $243M | $142M | $80M | $323M | $214M | $70M | $91M | $324M | $198M | $58M | $50M | |
| EPS (Basic) | $3.44 | $2.38 | $2.44 | $1.41 | $3.20 | $2.07 | $1.22 | $0.68 | $2.75 | $1.81 | $0.60 | $0.77 | $2.75 | $1.69 | $0.49 | $0.43 | |
| EPS (Diluted) | $3.42 | $2.36 | $2.42 | $1.40 | $3.17 | $2.05 | $1.20 | $0.68 | $2.72 | $1.79 | $0.59 | $0.76 | $2.73 | $1.67 | $0.48 | $0.42 | |
| Shares (Basic) | · | 116,300,000 | 116,800,000 | 117,000,000 | · | 117,200,000 | 117,100,000 | 116,900,000 | · | 117,800,000 | 117,700,000 | 117,900,000 | · | 117,700,000 | 117,700,000 | 117,500,000 | |
| Shares (Diluted) | · | 117,000,000 | 117,700,000 | 118,000,000 | · | 118,500,000 | 118,300,000 | 118,100,000 | · | 119,400,000 | 119,100,000 | 119,200,000 | · | 119,100,000 | 118,900,000 | 118,900,000 | |
| EBITDA | · | $395M | $239M | $222M | · | $345M | $211M | $167M | · | $303M | $124M | $178M | · | $287M | $108M | $108M |
Balance Sheet
| Metric | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $403M | $305M | $371M | $291M | $562M | $317M | $290M | $293M | $304M | $236M | $277M | $234M | · | $332M | $280M | $227M | |
| Short-term Investments | $900.0K | $800.0K | $800.0K | $800.0K | $700.0K | $700.0K | $700.0K | $700.0K | $800.0K | $800.0K | $700.0K | $700.0K | · | $700.0K | $600.0K | $600.0K | |
| Inventory | $35M | · | · | · | $32M | · | · | · | $30M | · | · | · | · | · | · | · | |
| Other Current Assets | $216M | $174M | $258M | $205M | $178M | $164M | $178M | $162M | $171M | $164M | $194M | $177M | · | $140M | $142M | $155M | |
| Current Assets | $1.75B | $1.80B | $1.69B | $1.46B | $1.82B | $1.67B | $1.51B | $1.35B | $1.54B | $1.57B | $1.36B | $1.33B | · | $1.57B | $1.28B | $1.22B | |
| PP&E (Net) | $174M | $160M | $160M | $167M | $170M | $158M | $159M | $160M | $162M | $155M | $143M | $144M | · | $138M | $143M | $145M | |
| PP&E (Gross) | $694M | · | · | · | $659M | · | · | · | $607M | · | · | · | · | · | · | · | |
| Goodwill | $3.79B | $3.74B | $3.71B | $3.68B | $3.61B | $3.48B | $3.49B | $3.51B | $3.47B | $3.45B | $3.43B | $3.44B | · | $3.45B | $3.39B | $3.43B | |
| Intangibles | $1.20B | $1.16B | $1.21B | $1.26B | $1.28B | $1.31B | $1.35B | $1.27B | $1.31B | $1.32B | $1.35B | $1.40B | · | $893M | $931M | $1.00B | |
| Other Non-current Assets | $1.22B | $1.10B | $1.04B | $902M | $828M | $844M | $858M | $847M | $871M | $821M | $786M | $818M | · | $866M | $868M | $926M | |
| Total Assets | $8.95B | $8.78B | $8.64B | $8.30B | $8.54B | $8.30B | $8.23B | $8.02B | $8.24B | $8.22B | $8.00B | $8.07B | $8.23B | $8.43B | $8.05B | $8.09B | |
| Accounts Payable | $150M | $236M | $194M | $153M | $220M | $207M | $198M | $168M | $314M | $158M | $136M | $143M | · | $184M | $170M | $167M | |
| Current Liabilities | $1.41B | $1.91B | $1.74B | $1.57B | $1.86B | $1.26B | $1.11B | $972M | $1.42B | $1.12B | $971M | $924M | · | $1.16B | $1.02B | $992M | |
| Capital Leases | $224M | $141M | $151M | $161M | $170M | $169M | $173M | $177M | $184M | $176M | $183M | $192M | · | $211M | $217M | $222M | |
| Deferred Tax | $387M | $351M | $348M | $294M | $261M | $237M | $246M | $256M | $277M | $330M | $346M | $395M | · | $397M | $404M | $447M | |
| Other Non-current Liabilities | $736M | $642M | $586M | $597M | $586M | $548M | $540M | $538M | $551M | $498M | $479M | $470M | · | $483M | $475M | $470M | |
| Total Liabilities | $6.10B | $5.96B | $5.76B | $5.67B | $5.89B | $5.92B | $6.00B | $5.81B | $6.07B | $5.95B | $5.93B | $5.96B | · | $6.43B | $6.26B | $6.19B | |
| Long-term Debt | $3.25B | $3.23B | $3.17B | $3.28B | $3.25B | $3.43B | $3.66B | $3.59B | $3.36B | $3.51B | $3.65B | $3.68B | · | $4.08B | $4.11B | $4.06B | |
| Total Debt | · | $3.23B | $3.17B | $3.28B | · | $3.43B | $3.66B | $3.59B | · | $3.51B | $3.65B | $3.68B | · | $4.08B | $4.11B | $4.06B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | |
| Paid-in Capital | $1.77B | $1.74B | $1.72B | $1.69B | $1.66B | $1.65B | $1.61B | $1.58B | $1.55B | $1.55B | $1.51B | $1.48B | · | $1.42B | $1.40B | $1.38B | |
| Retained Earnings | $4.55B | $4.27B | $4.10B | $3.93B | $3.86B | $3.59B | $3.45B | $3.41B | $3.44B | $3.21B | $3.09B | $3.11B | · | $2.87B | $2.76B | $2.79B | |
| Treasury Stock | $3.20B | $2.95B | $2.75B | $2.75B | $2.60B | $2.48B | $2.48B | $2.48B | $2.49B | $2.17B | $2.18B | $2.18B | · | $2.02B | $2.02B | $2.02B | |
| AOCI | $-284M | $-245M | $-199M | $-242M | $-273M | $-378M | $-351M | $-302M | $-332M | $-314M | $-350M | $-301M | · | $-284M | $-361M | $-249M | |
| Stockholders' Equity | $2.84B | $2.82B | $2.88B | $2.64B | $2.66B | $2.38B | $2.23B | $2.21B | $2.17B | $2.27B | $2.07B | $2.11B | $2.24B | $2.00B | $1.79B | $1.90B | |
| Liabilities + Equity | $8.95B | $8.78B | $8.64B | $8.30B | $8.54B | $8.30B | $8.23B | $8.02B | $8.24B | $8.22B | $8.00B | $8.07B | · | $8.43B | $8.05B | $8.09B | |
| Shares Outstanding | 114,000,000 | 115,700,000 | 116,700,000 | 116,700,000 | 117,100,000 | 117,200,000 | 117,000,000 | 116,900,000 | 116,700,000 | 118,000,000 | 117,700,000 | 117,600,000 | · | 117,700,000 | 117,700,000 | 117,700,000 |
Cash Flow
| Metric | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $36M | $36M | $33M | $33M | $33M | $33M | $33M | $32M | $30M | $30M | $30M | $29M | $21M | $21M | $22M | $21M | |
| Deferred Tax | $41M | $-5M | $50M | $21M | $32M | $-5M | $-15M | $-17M | $-57M | $-24M | $-41M | $2M | $-1M | $-14M | $-26M | $-10M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | $95M | $53M | $54M | $56M | |
| Other Non-cash | · | · | · | $-177M | · | · | · | $-220M | · | · | · | $-184M | · | · | · | $-266M | |
| Operating Cash Flow | $677M | $301M | $325M | $42M | $700M | $360M | $237M | $-126M | $721M | $207M | $190M | $-62M | $729M | $176M | $123M | $-204M | |
| CapEx | $32M | $14M | $6M | $15M | $16M | $12M | $9M | $8M | $18M | $23M | $12M | $5M | $17M | $6M | $10M | $6M | |
| Investing Cash Flow | $-227M | $-103M | $-22M | $-100M | $-40M | $-26M | $-210M | $-40M | $-71M | $-40M | $-22M | $-14M | $-31M | $-14M | $-22M | $-14M | |
| Debt Issued | $1.03B | $450M | $190M | $348M | $318M | $180M | $270M | $470M | $300M | $100M | $160M | $463M | $240M | $170M | $170M | $410M | |
| Net Debt Issued | · | · | · | $27M | · | · | · | $230M | · | · | · | $270M | · | · | · | $270M | |
| Stock Repurchased | $251M | $200M | $2M | $150M | $131M | $300.0K | $4M | $300.0K | $324M | $300.0K | $400.0K | $161M | $21M | $1M | $400.0K | $2M | |
| Net Stock Activity | · | · | · | $-150M | · | · | · | $-300.0K | · | · | · | $-161M | · | · | · | $-2M | |
| Dividends Paid | $113M | $114M | $114M | $103M | $103M | $103M | $103M | $93M | $94M | $94M | $94M | $86M | $85M | $85M | $85M | $75M | |
| Financing Cash Flow | $-351M | $-260M | $-224M | $-214M | $-423M | $-305M | $-24M | $152M | $-580M | $-209M | $-124M | $57M | $-778M | $-114M | $-46M | $223M | |
| Net Change in Cash | $98M | $-66M | $80M | $-271M | $244M | $27M | $-3M | $-12M | $69M | $-41M | $43M | $-18M | $-79M | $52M | $53M | $2M | |
| Taxes Paid | $50M | $19M | $63M | $71M | $68M | $43M | $54M | $115M | $68M | $30M | $72M | $70M | $87M | $46M | $13M | $34M | |
| Free Cash Flow | · | · | · | $27M | · | · | · | $-133M | · | · | · | $-67M | · | · | · | $-210M |
Profitability
| Metric | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 18.4% | 12.0% | 11.9% | · | 19.0% | 13.3% | 9.4% | · | 17.5% | 8.8% | 10.4% | · | 17.4% | 8.3% | 6.8% | |
| Net Margin | · | 14.1% | 16.6% | 10.4% | · | 13.4% | 9.0% | 5.6% | · | 12.4% | 5.0% | 6.3% | · | 12.1% | 4.5% | 3.9% | |
| EBITDA Margin | · | 20.2% | 14.0% | 13.9% | · | 19.0% | 13.3% | 11.7% | · | 17.5% | 8.8% | 12.4% | · | 17.4% | 8.3% | 8.4% | |
| ROA | · | 3.2% | 3.4% | 2.0% | · | 2.9% | 1.8% | 0.99% | · | 2.6% | 0.88% | 1.1% | · | 2.4% | 0.71% | 0.63% | |
| ROE | · | 10.6% | 11.1% | 6.8% | · | 10.5% | 6.6% | 3.7% | · | 10.0% | 3.6% | 4.5% | · | 10.4% | 3.2% | 2.8% |
Liquidity & Solvency
| Metric | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 0.9 | 1.0 | 0.9 | · | 1.3 | 1.4 | 1.4 | · | 1.4 | 1.4 | 1.4 | · | 1.3 | 1.3 | 1.2 | |
| Quick Ratio | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | |
| Debt / Equity | · | 1.1 | 1.1 | 1.2 | · | 1.4 | 1.6 | 1.6 | · | 1.5 | 1.8 | 1.7 | · | 2.0 | 2.3 | 2.1 | |
| LT Debt / Equity | · | 1.0 | 0.9 | 1.1 | · | 1.4 | 1.6 | 1.6 | · | 1.5 | 1.8 | 1.7 | · | 2.0 | 2.3 | 2.1 |
Efficiency
| Metric | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 |
Per Share
| Metric | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $24.36 | $24.67 | $22.58 | · | $20.33 | $19.05 | $18.87 | · | $19.21 | $17.57 | $17.97 | · | $16.98 | $15.18 | $16.17 | |
| Revenue / Share | · | $16.70 | $14.56 | $13.47 | · | $15.29 | $13.43 | $12.05 | · | $14.46 | $11.80 | $12.01 | · | $13.82 | $10.87 | $10.79 | |
| Cash Flow / Share | · | · | · | $0.36 | · | · | · | $-1.06 | · | · | · | $-0.52 | · | · | · | $-1.72 | |
| Cash / Share | · | $2.63 | $3.18 | $2.49 | · | $2.71 | $2.48 | $2.50 | · | $2.00 | $2.35 | $1.99 | · | $2.82 | $2.38 | $1.93 | |
| Dividend / Share | $0.97 | $0.97 | $0.97 | $0.97 | $0.88 | $0.88 | $0.88 | $0.88 | $0.80 | $0.80 | $0.80 | $0.80 | $0.72 | $0.72 | $0.72 | $0.72 | |
| EPS (TTM) | · | $9.35 | $9.04 | $7.82 | · | $6.65 | $6.39 | $5.78 | · | $5.87 | $5.75 | $5.64 | · | $4.66 | $4.48 | $4.40 |
Valuation (TTM)
| Metric | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $7.32B | $7.18B | $7.06B | · | $6.77B | $6.68B | $6.50B | · | $6.40B | $6.32B | $6.21B | · | $5.94B | $5.83B | $5.80B | |
| Net Income TTM | · | $1.10B | $1.07B | $925M | · | $788M | $759M | $687M | · | $699M | $684M | $671M | · | $554M | $533M | $522M | |
| Market Cap | · | $18.80B | $26.04B | $27.79B | · | $28.42B | $26.45B | $25.14B | · | $24.17B | $24.22B | $21.06B | · | $17.25B | $15.79B | $16.99B | |
| Enterprise Value | · | $21.72B | $28.85B | $30.78B | · | $31.53B | $29.82B | $28.43B | · | $27.45B | $27.59B | $24.50B | · | $21.00B | $19.61B | $20.82B | |
| P/E | · | 17.4 | 24.7 | 30.5 | · | 36.5 | 35.4 | 37.2 | · | 34.9 | 35.8 | 31.7 | · | 31.5 | 29.9 | 32.8 | |
| P/S | · | 2.6 | 3.6 | 3.9 | · | 4.2 | 4.0 | 3.9 | · | 3.8 | 3.8 | 3.4 | · | 2.9 | 2.7 | 2.9 | |
| P/B | · | 6.7 | 9.0 | 10.5 | · | 11.9 | 11.9 | 11.4 | · | 10.7 | 11.7 | 10.0 | · | 8.6 | 8.8 | 8.9 | |
| P / Cash Flow | · | · | · | 657.1 | · | · | · | -200.3 | · | · | · | -339.6 | · | · | · | -83.1 | |
| EV / Revenue | · | 3.0 | 4.0 | 4.4 | · | 4.7 | 4.5 | 4.4 | · | 4.3 | 4.4 | 3.9 | · | 3.5 | 3.4 | 3.6 | |
| Dividend Yield | · | 2.3% | 1.6% | 1.5% | · | 1.4% | 1.5% | 1.5% | · | 1.5% | 1.5% | 1.6% | · | 1.9% | 2.0% | 1.8% | |
| Earnings Yield | · | 5.8% | 4.0% | 3.3% | · | 2.7% | 2.8% | 2.7% | · | 2.9% | 2.8% | 3.1% | · | 3.2% | 3.3% | 3.0% | |
| Payout Ratio | · | · | · | 62.3% | · | · | · | 117.0% | · | · | · | 94.2% | · | · | · | 148.8% | |
| Annual Payout | · | $434M | $423M | $412M | · | $394M | $385M | $376M | · | $359M | $350M | $342M | · | $320M | $310M | $299M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Revenue | $7.48B | $6.89B | $6.51B | $6.06B | $5.71B |
| Operating Margin % | 17.4% | 17.2% | 15.6% | 15.4% | 13.3% |
| Net Income | $1.12B | $840M | $698M | $631M | $539M |
| Diluted EPS | $9.60 | $7.10 | $5.86 | $5.30 | $4.55 |
| Metric | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Debt / Equity | 1.1 | 1.2 | 1.5 | 1.5 | 2.0 |
| Current Ratio | 1.2 | 1.0 | 1.1 | 0.6 | 1.0 |
| Quick Ratio | 0.3 | 0.3 | 0.2 | 0.1 | 0.2 |
| Metric | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $1.28B | $1.13B | $999M | $785M | $414M |
Institutional owners (13F) 1,118 filers · $18.5B total · As of Sept. 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.
Holders
1,118
Value held
$18.5B
New positions
110
Exited positions
144
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 110 (-47 vs prior Q) | 144 (-35 vs prior Q) | 366 (-59 vs prior Q) | 400 (+91 vs prior Q) | -207K |
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 GROUP INC | $3,359,182,290 | 15,052,123 | 18.18% | Shares |
| BlackRock, Inc. | $1,473,918,097 | 10,762,454 | 7.98% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,034,606,579 | 7,554,630 | 5.60% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $835,386,920 | 6,099,941 | 4.52% | Shares |
| STATE STREET CORP | $787,809,035 | 5,713,387 | 4.26% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $506,687,062 | 3,699,796 | 2.74% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $451,505,028 | 3,309,239 | 2.44% | Shares |
| JANUS HENDERSON GROUP PLC | $403,631,655 | 2,484,197 | 2.18% | Shares |
| ALLIANCEBERNSTEIN L.P. | $400,580,792 | 2,465,416 | 2.17% | Shares |
| MORGAN STANLEY | $293,629,370 | 2,144,060 | 1.59% | Shares |
| Invesco Ltd. | $278,251,039 | 2,031,771 | 1.51% | Shares |
| VAN ECK ASSOCIATES CORP | $256,874,925 | 1,875,684 | 1.39% | Shares |
| NORTHERN TRUST CORP | $255,007,610 | 1,862,049 | 1.38% | Shares |
| BARCLAYS PLC | $249,747,360 | 1,823,639 | 1.35% | Shares |
| NORGES BANK | $242,813,035 | 1,773,005 | 1.31% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $228,962,389 | 1,686,647 | 1.24% | Shares |
| GOLDMAN SACHS GROUP INC | $220,456,260 | 1,609,757 | 1.19% | Shares |
| TWO SIGMA INVESTMENTS, LP | $204,746,413 | 1,495,045 | 1.11% | Shares |
| UBS Group AG | $198,028,605 | 1,445,992 | 1.07% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $197,921,099 | 1,445,207 | 1.07% | Shares |
| STIFEL FINANCIAL CORP | $197,558,313 | 1,442,502 | 1.07% | Shares |
| Qube Research & Technologies Ltd | $179,834,797 | 1,313,142 | 0.97% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $167,906,181 | 1,033,396 | 0.91% | Shares |
| FIL Ltd | $156,759,407 | 1,144,647 | 0.85% | Shares |
| WELLS FARGO & COMPANY/MN | $137,425,595 | 1,003,473 | 0.74% | Shares |
| AMERIPRISE FINANCIAL INC | $133,731,905 | 976,633 | 0.72% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $133,718,821 | 976,493 | 0.72% | Shares |
| MILLENNIUM MANAGEMENT LLC | $132,626,215 | 968,428 | 0.72% | Shares |
| CITADEL ADVISORS LLC | $124,084,917 | 906,060 | 0.67% | Shares |
| YACKTMAN ASSET MANAGEMENT LP | $120,313,588 | 878,522 | 0.65% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $109,310,229 | 812,172 | 0.59% | Shares |
| Amundi | $105,682,672 | 771,688 | 0.57% | Shares |
| CIBC Private Wealth Group LLC | $104,028,959 | 436,784 | 0.56% | Shares |
| Bank of New York Mellon Corp | $101,737,975 | 742,884 | 0.55% | Shares |
| Legal & General Group Plc | $99,171,657 | 724,145 | 0.54% | Shares |
| Vinva Investment Management Ltd | $92,975,195 | 681,960 | 0.50% | Shares |
| JPMORGAN CHASE & CO | $91,211,246 | 673,443 | 0.49% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $88,889,041 | 649,062 | 0.48% | Shares |
| DEUTSCHE BANK AG\ | $84,546,082 | 617,350 | 0.46% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $82,923,910 | 605,505 | 0.45% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $81,842,206 | 508,021 | 0.44% | Shares |
| BANK OF AMERICA CORP /DE/ | $80,261,781 | 586,067 | 0.43% | Shares |
| Assenagon Asset Management S.A. | $69,537,365 | 431,641 | 0.38% | Shares |
| Corient Private Wealth LP | $62,214,919 | 451,333 | 0.34% | Shares |
| TUDOR INVESTMENT CORP ET AL | $60,899,885 | 444,687 | 0.33% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $59,473,156 | 434,269 | 0.32% | Shares |
| Allianz Asset Management GmbH | $58,109,392 | 424,311 | 0.31% | Shares |
| CIBC Bancorp USA Inc. | $56,382,560 | 411,094 | 0.31% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $55,520,000 | 405,401 | 0.30% | Shares |
| Hamlin Capital Management, LLC | $53,577,349 | 332,572 | 0.29% | Shares |
Company insiders 48 insiders · 16 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Timothy C Gokey | CEO | Oct. 1, 2026 F | 159,159 | 1 | 0 | $1,030,797 |
| Ashima Ghei | CFO | Oct. 1, 2026 M | 6,118 | 0 | 0 | $0 |
| Christopher John Perry | President | Oct. 1, 2026 F | 49,385 | 0 | 1 | $-900,384 |
| Douglas Richard Deschutter | Co-President ICS | Oct. 1, 2026 F | 17,136 | 0 | 0 | $0 |
| John P Hogan | President | Nov. 6, 2013 M | 81,106 | 0 | 0 | $0 |
| Richard John Stingi | Corporate VP and CHRO | Oct. 1, 2026 F | 6,572 | 0 | 0 | $0 |
| Thomas P Carey | Corporate VP | Oct. 1, 2026 S | 8,800 | 0 | 4 | $-2,741,221 |
| Hope M. Jarkowski | Chief Legal Officer | June 4, 2026 S | 1 | 0 | 1 | $-304,730 |
| Gerard F Scavelli | Corporate Vice President | Aug. 6, 2015 A | 56,745 | 0 | 0 | $0 |
| Maryjo Charbonnier | Corporate Vice President | Aug. 15, 2014 M | 22,134 | 0 | 0 | $0 |
| Joseph N Barra | Corporate Vice President | Aug. 13, 2013 M | 61,212 | 0 | 0 | $0 |
| John Peter Benzie | Corporate Vice President | Aug. 1, 2013 A | 14,008 | 0 | 0 | $0 |
| Dan Sheldon | Corporate Vice President | Aug. 1, 2013 A | 88,076 | 0 | 0 | $0 |
| Stephen G. Racioppo | Corporate Vice President | Feb. 11, 2013 A | · | 0 | 0 | $0 |
| Arthur F Weinbach | Executive Chairman | Sept. 30, 2011 A | 211,943 | 0 | 0 | $0 |
| Richard C Berke | Corporate Vice President | July 1, 2009 F | 776 | 0 | 0 | $0 |
| Patricia Ann Mosconi | Director | Oct. 5, 2026 A | 824 | 0 | 0 | $0 |
| Annette L. Nazareth | Director | Oct. 5, 2026 A | 9,834 | 0 | 0 | $0 |
| Amit Zavery | Director | Oct. 5, 2026 A | 9,252 | 0 | 0 | $0 |
| Maura A. Markus | Director | Oct. 5, 2026 A | 33,124 | 0 | 0 | $0 |
| Robert N Duelks | Director | Oct. 5, 2026 A | 21,231 | 0 | 2 | $-97,456 |
| Eileen K Murray | Director | Oct. 5, 2026 A | 6,185 | 0 | 0 | $0 |
| FLOWERS MELVIN L | Director | Oct. 5, 2026 A | 2,712 | 0 | 0 | $0 |
| Sandra Jaffee | Director | Oct. 1, 2014 A | 9,044 | 0 | 0 | $0 |
| Alexandra Lebenthal | Director | Oct. 1, 2012 A | 4,850 | 0 | 0 | $0 |
| Thomas E Mcinerney | Director | May 13, 2009 A | 30,000 | 0 | 0 | $0 |
| Brett Keller | · | April 8, 2026 A | 16,968 | 0 | 0 | $0 |
| Pamela L Carter | · | Oct. 2, 2025 A | 7,282 | 0 | 0 | $0 |
| Laura Matlin | · | April 1, 2025 F | 6,343 | 0 | 0 | $0 |
| Richard J Daly | · | April 1, 2025 F | 103,490 | 0 | 0 | $0 |
| Leslie A Brun | · | Oct. 3, 2024 A | 77,433 | 0 | 0 | $0 |
| Edmund Reese | · | April 1, 2024 F | 7,491 | 0 | 0 | $0 |
| Robert F Kalenka | · | April 1, 2024 F | 26,867 | 0 | 0 | $0 |
| Keir D Gumbs | · | Nov. 9, 2023 M | 14,403 | 0 | 0 | $0 |
| Thomas J Perna | · | Oct. 5, 2023 A | 30,061 | 0 | 0 | $0 |
| Robert Schifellite | · | Sept. 19, 2023 M | 123,576 | 0 | 0 | $0 |
| Michael S Tae | · | April 1, 2022 F | 8,057 | 0 | 0 | $0 |
| Michael Liberatore | · | April 1, 2022 F | 6,052 | 0 | 0 | $0 |
| Vijay Mayadas | · | April 1, 2022 F | 30,555 | 0 | 0 | $0 |
| Alan J Weber | · | Oct. 6, 2021 A | 74,464 | 0 | 0 | $0 |
| Adam D Amsterdam | · | Aug. 24, 2021 S | 11,397 | 0 | 0 | $0 |
| Matthew J Connor | · | Sept. 1, 2020 A | · | 0 | 0 | $0 |
| James M Young | · | Aug. 13, 2020 M | 16,598 | 0 | 0 | $0 |
| Julie R. Taylor | · | Aug. 4, 2020 A | 14,073 | 0 | 0 | $0 |
| Stuart R Levine | · | Oct. 3, 2019 A | 46,594 | 0 | 0 | $0 |
| Richard J Haviland | · | Oct. 3, 2018 A | 47,900 | 0 | 0 | $0 |
| Charles J Marchesani | · | Aug. 2, 2018 A | 18,128 | 0 | 0 | $0 |
| Lyell Dampeer | · | Aug. 2, 2017 A | 18,709 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 144 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 |
|---|---|---|---|---|
| RUNN · Strategic Trust | 1.96% | 44,613 NS | Aug. 31, 2026 | N-PORT |
| CCOR · Listed Funds Trust | 1.87% | 3,396 NS | July 31, 2026 | N-PORT |
| JGRW · Trust for Professional Managers | 1.83% | 8,796 NS | Aug. 31, 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1.35% | 98,909 NS | July 31, 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 1.33% | 52,101 SH | Oct. 23, 2026 | Daily |
| DIVB · iShares Trust | 1.25% | 151,462 SH | Sept. 11, 2026 | Daily |
| EPMV · Harbor ETF Trust | 1.24% | 378 NS | July 31, 2026 | N-PORT |
| ABFL · Abacus FCF ETF Trust | 1.19% | 40,653 NS | July 31, 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1.04% | 14,379 NS | July 31, 2026 | N-PORT |
| ESLG · Strategy Shares | 0.92% | 1,393 NS | July 31, 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 0.79% | 234 NS | July 31, 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0.65% | 18,861 NS | July 31, 2026 | N-PORT |
| UPSD · ETF Series Solutions | 0.60% | 4,572 NS | July 31, 2026 | N-PORT |
| ESUM · Strategy Shares | 0.58% | 6,883 NS | July 31, 2026 | N-PORT |
| DDDD · Tidal Trust II | 0.45% | 192 NS | July 31, 2026 | N-PORT |
| QLC · FlexShares Trust | 0.42% | 27,776 NS | July 31, 2026 | N-PORT |
| ESMV · iShares Trust | 0.37% | 170 SH | Sept. 11, 2026 | Daily |
| NUDV · Nushares ETF Trust | 0.30% | 971 NS | July 31, 2026 | N-PORT |
| IYF · iShares Trust | 0.30% | 76,989 SH | Sept. 11, 2026 | Daily |
| IMCV · iShares Trust | 0.27% | 18,768 SH | Sept. 11, 2026 | Daily |
| AFLG · First Trust Exchange-Traded Fund VI… | 0.27% | 11,234 NS | Aug. 31, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.26% | 38,306 NS | July 31, 2026 | N-PORT |
| EVUS · iShares Trust | 0.25% | 5,560 SH | Sept. 11, 2026 | Daily |
| DUSL · Direxion Shares ETF Trust | 0.23% | 854 NS | July 31, 2026 | N-PORT |
| HDV · iShares Trust | 0.23% | 205,118 SH | Sept. 11, 2026 | Daily |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.22% | 221,625 SH | Oct. 23, 2026 | Daily |
| SIZE · iShares Trust | 0.22% | 5,570 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.22% | 1,168,053 SH | Oct. 23, 2026 | Daily |
| SUSA · iShares Trust | 0.22% | 51,768 SH | Sept. 11, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.21% | 141,800 SH | Aug. 19, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.20% | 4,427 NS | July 31, 2026 | N-PORT |
| EXI · iShares Trust | 0.20% | 16,795 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.19% | 22,167 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.19% | 172,251 SH | Sept. 11, 2026 | Daily |
| XT · iShares Trust | 0.19% | 43,385 SH | Sept. 11, 2026 | Daily |
| EQIN · Columbia ETF Trust I | 0.19% | 3,700 NS | July 31, 2026 | N-PORT |
| QDEF · FlexShares Trust | 0.17% | 6,150 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.17% | 842,643 SH | Aug. 19, 2026 | Daily |
| VOT · VANGUARD INDEX FUNDS | 0.17% | 443,313 SH | Aug. 19, 2026 | Daily |
| ESGU · iShares Trust | 0.16% | 167,047 SH | Sept. 11, 2026 | Daily |
| QDF · FlexShares Trust | 0.16% | 22,471 NS | July 31, 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.16% | 5,153,000 | Oct. 23, 2026 | Daily |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 79,013 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.14% | 471,979 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.14% | 52,662 NS | July 31, 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0.14% | 109,061 NS | July 31, 2026 | N-PORT |
| IMCB · iShares Trust | 0.14% | 13,494 SH | Sept. 11, 2026 | Daily |
| TECB · iShares Trust | 0.13% | 3,790 SH | Sept. 11, 2026 | Daily |
| FEUS · FlexShares Trust | 0.13% | 935 NS | July 31, 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0.12% | 1,979 NS | Aug. 31, 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.12% | 160,000 | Oct. 23, 2026 | Daily |
| DGRO · iShares Trust | 0.11% | 280,505 SH | Sept. 11, 2026 | Daily |
| XOEF · iShares Trust | 0.11% | 143 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.09% | 23,582 SH | Oct. 23, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.09% | 1,327,641 SH | Aug. 19, 2026 | Daily |
| QARP · DBX ETF Trust | 0.09% | 378 NS | Aug. 31, 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0.08% | 1,157 NS | July 31, 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0.08% | 33 NS | Aug. 31, 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.08% | 1,254,084 SH | Aug. 19, 2026 | Daily |
| USXF · iShares Trust | 0.08% | 6,946 SH | Sept. 11, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.08% | 3,282 SH | Oct. 23, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.07% | 2,661 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 3,121 SH | Oct. 23, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.07% | 2,475 SH | Aug. 19, 2026 | Daily |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.07% | 653,412 SH | Aug. 19, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.07% | 460,192 SH | Aug. 19, 2026 | Daily |
| IVE · iShares Trust | 0.07% | 191,892 SH | Sept. 11, 2026 | Daily |
| USSG · DBX ETF Trust | 0.06% | 2,076 NS | Aug. 31, 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0.06% | 100 NS | July 31, 2026 | N-PORT |
| AQLT · iShares Trust | 0.06% | 1,221 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.06% | 100,823 SH | Sept. 11, 2026 | Daily |
| VEGN · ETF Series Solutions | 0.06% | 686 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.06% | 180,760 NS | July 31, 2026 | N-PORT |
| SUSL · iShares Trust | 0.06% | 4,119 SH | Sept. 11, 2026 | Daily |
| ILCV · iShares Trust | 0.06% | 4,529 SH | Sept. 11, 2026 | Daily |
| APUE · Trust for Professional Managers | 0.06% | 7,763 NS | Aug. 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.06% | 8,337 NS | July 31, 2026 | N-PORT |
| DSI · iShares Trust | 0.06% | 17,729 SH | Sept. 11, 2026 | Daily |
| ESG · FlexShares Trust | 0.05% | 450 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.05% | 255,905 SH | Sept. 11, 2026 | Daily |
| IQSU · New York Life Investments ETF Trust | 0.05% | 1,103 NS | July 31, 2026 | N-PORT |
| SNPE · DBX ETF Trust | 0.05% | 8,235 NS | Aug. 31, 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.05% | 26,746 SH | Aug. 19, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 2,727 SH | Oct. 23, 2026 | Daily |
| MPLY · Strategy Shares | 0.05% | 48 NS | July 31, 2026 | N-PORT |
| EGLE · Global X Funds | 0.04% | 6 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.04% | 22,463 SH | Oct. 23, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.04% | 69,605 SH | Aug. 19, 2026 | Daily |
| USCL · iShares Trust | 0.04% | 6,160 SH | Sept. 11, 2026 | Daily |
| TOPC · iShares Trust | 0.04% | 70 SH | Sept. 11, 2026 | Daily |
| CATH · Global X Funds | 0.04% | 2,977 NS | July 31, 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0.03% | 342 NS | July 31, 2026 | N-PORT |
| CRBN · iShares Trust | 0.03% | 2,338 SH | Sept. 11, 2026 | Daily |
| XVV · iShares Trust | 0.03% | 1,342 SH | Sept. 11, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.03% | 18,717 SH | Oct. 23, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.03% | 684 SH | Oct. 23, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.03% | 6,864 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.03% | 16 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.03% | 126 NS | July 31, 2026 | N-PORT |
| VTV · VANGUARD INDEX FUNDS | 0.03% | 550,015 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.03% | 26,087 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.03% | 450 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.03% | 1,457,949 SH | Sept. 11, 2026 | Daily |
| ILCB · iShares Trust | 0.03% | 2,268 SH | Sept. 11, 2026 | Daily |
| XTR · Global X Funds | 0.03% | 9 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.03% | 91 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.03% | 4,980 SH | Sept. 11, 2026 | Daily |
| PTLC · Pacer Funds Trust | 0.03% | 5,906 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.03% | 92 SH | Oct. 23, 2026 | Daily |
| IWB · iShares Trust | 0.03% | 79,343 SH | Sept. 11, 2026 | Daily |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.03% | 15,890 NS | July 31, 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.03% | 2,514 SH | Oct. 23, 2026 | Daily |
| XYLD · Global X Funds | 0.03% | 5,777 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.03% | 1,949 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.03% | 9,660 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.03% | 32,307 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 14,608 SH | Oct. 23, 2026 | Daily |
| ITOT · iShares Trust | 0.03% | 151,559 SH | Sept. 11, 2026 | Daily |
| XCLR · Global X Funds | 0.03% | 6 NS | July 31, 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.03% | 436 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.03% | 2,780 NS | July 31, 2026 | N-PORT |
| KOKU · DBX ETF Trust | 0.02% | 1,073 NS | Aug. 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.02% | 336 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 18,270 NS | July 31, 2026 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0.02% | 809 NS | July 31, 2026 | N-PORT |
| URTH · iShares, Inc. | 0.02% | 10,554 SH | Sept. 11, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.02% | 9,040 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 3,004,123 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 3,671,668 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 19,001 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 9,720 SH | Aug. 19, 2026 | Daily |
| ACWI · iShares Trust | 0.02% | 38,466 SH | Sept. 11, 2026 | Daily |
| NULV · Nushares ETF Trust | 0.02% | 2,523 NS | July 31, 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0.02% | 6 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 20,602 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 1,896 NS | July 31, 2026 | N-PORT |
| DFVX · Dimensional ETF Trust | 0.01% | 456 NS | July 31, 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0.01% | 67,746 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 101,814 SH | Aug. 19, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| VCEB · VANGUARD WORLD FUND | · | · | July 30, 2026 | Daily |
BR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 18 analysts
BUY
Median target
$220.00
+21.5%
4 22.2%
Strong Buy
9 50.0%
Buy
5 27.8%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
8 analysts · 2026-10-24Mean target $213.38 +17.8%
Now
Current price $181.09
Low$176.00
Mean$213.38
High$250.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BR | $15.61B | 14.3 | 8.5% | 15.0% | 39.3% | · |
| SSNC | $21.10B | 27.8 | 6.6% | 12.7% | 11.9% | 48.2% |
| EXLS | $6.64B | 27.6 | 13.6% | 12.0% | 27.3% | 38.4% |
| MMS | $5.01B | 16.6 | 2.4% | 5.9% | 19.1% | 24.6% |
| CNXC | $2.24B | -1.8 | 2.1% | -13.0% | -36.4% | 35.0% |
| TASK | · | 10.7 | 18.9% | 8.6% | 17.9% | · |
| IBEX | $404M | 9.7 | 15.4% | 7.2% | 28.5% | · |
| VRRM | $3.44B | 26.4 | 14.6% | 102.8% | 42.4% | · |
| CNDT | $297M | -1.7 | -9.4% | -5.6% | -22.3% | · |
| TTEC | $175M | -0.9 | -3.2% | -9.0% | -94.3% | · |
Latest News Recent headlines mentioning this company
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Source: SEC 10-K filed Aug 4, 2026