FHB First Hawaiian, Inc. - Common Stock
$27.50
Price · Aug 18, 2026
Fundamentals as of Aug 3, 2026
52W Range
$23–$31
61% of range
Analyst Rating
HOLD
18 analysts
Price Target
$31
+12% upside
P/E (TTM)
12.4
ROE
10.1%
Net Profit Margin
31.4%
About First Hawaiian, Inc. - Common Stock Company overview from Wikipedia
First Hawaiian, Inc. is an American bank holding company headquartered in Honolulu, Hawaiʻi. Its principal subsidiary, First Hawaiian Bank, founded in 1858, is Hawaiʻi’s oldest and largest financial institution headquartered in Honolulu at the First Hawaiian Center. The bank has 57 branches throughout Hawaiʻi, three in Guam and one in Saipan. It offers banking services to consumer and commercial customers, including deposit products, lending services and wealth management, insurance, private banking and trust services. First Hawaiian was listed on the NASDAQ on August 4, 2016, and made its debut at number 12 in the January 2017 publication of Forbes' America's 100 Largest Banks with $20 billion in total assets. In 2019, BNP Paribas sold its stake in First Hawaiian Bank.
Read more
First Hawaiian, Inc. is an American bank holding company headquartered in Honolulu, Hawaiʻi. Its principal subsidiary, First Hawaiian Bank, founded in 1858, is Hawaiʻi’s oldest and largest financial institution headquartered in Honolulu at the First Hawaiian Center. The bank has 57 branches throughout Hawaiʻi, three in Guam and one in Saipan. It offers banking services to consumer and commercial customers, including deposit products, lending services and wealth management, insurance, private banking and trust services. First Hawaiian was listed on the NASDAQ on August 4, 2016, and made its debut at number 12 in the January 2017 publication of Forbes' America's 100 Largest Banks with $20 billion in total assets. In 2019, BNP Paribas sold its stake in First Hawaiian Bank.
## History
In 1858, local businessmen, Charles Reed Bishop and William A. Aldrich, opened Bishop & Co. This was the first successful banking partnership under the laws of the independent Kingdom of Hawaiʻi. It operated from a basement room in "Makee & Anthon's Building" on Kaʻahumanu Street. On the day Bishop & Co. opened, it took in $4,784.25 in deposits. In 1895, Samuel M. Damon bought Bishop & Co. from Charles Bishop.
In 1910, Bishop & Co. bank opened its first branch in Hilo. It then opened its first Kauaʻi branch in Waimea in 1911. In 1919 Bishop & Co. incorporated as the Bank of Bishop & Co.
During the 1920s the bank steadily grew, acquiring the Bank of Honolulu in 1922, opening a branch in Kona in 1923, and opening yet another branch on Lānaʻi in 1924. The bank's growth slowed after it merged with First National Bank of Hawaii, First American Savings Bank, Army National Bank of Schofield Barracks, and Baldwin Bank (Maui) in 1929. The bank then changed its name to Bishop First National Bank of Honolulu.
In 1933, the bank's name became Bishop National Bank of Hawaii at Honolulu. The bank's name changed yet again in 1956, this time to Bishop National Bank of Hawaii.
In 1966, Cooke Trust Company acquired the bank. It was then changed to First Hawaiian Bank in 1969. The next year, in 1970, the bank opened its first branch on Guam in Dededo.
In 1975, First Hawaiian acquired Hawaii Thrift & Loan, which had been in financial difficulty, and turned it into First Hawaiian Creditcorp.
First Hawaiian Bank acquired many other banks during the 1990s. In 1991, First Hawaiian acquired First Interstate Bank of Hawaii. Then in 1992, it acquired the East West Bank, which had one branch in Honolulu and one on Maui.
In 1993, the bank acquired Pioneer Federal Savings Bank, which continued to operate as a separate institution.
In 1996, First Hawaiian acquired 31 branches in Oregon, Washington, and Idaho from U.S. Bancorp. It then created a new subsidiary - Pacific One Bank - to hold the branches, with a charter in Oregon. During the same year, First Hawaiian also acquired ANB Financial Corporation, which was the owner of American National Bank in central Washington state. American National's branches eventually became part of Pacific One Bank. At the same time as all of these mergers, First Hawaiian built its new headquarters, the First Hawaiian Center. At 429 ft (131 m), it is the tallest building in Hawaiʻi.
In 1997, First Hawaiian merged in Pioneer Federal and the next year merged in First Hawaiian Creditcorp. In the following year, 1998, First Hawaiian merged with San-Francisco-based Bank of the West. The surviving company, First Hawaiian, Inc., was renamed BancWest Corporation. Former First Hawaiian, Inc. shareholders owned 55% of BancWest; Banque Nationale de Paris (BNP), former owner of Bank of the West, owned 45%.
In 2001, First Hawaiian Bank acquired Union Bank of California's branch network in Guam and Saipan. In December, BNP Paribas completed its acquisition of 100% of First Hawaiian Bank and its parent company BancWest. Bank of the West and First Hawaiian Bank, however, continued to operate as separate institutions.
On December 23, 2015, First Hawaiian Bank announced that parent company BNP Paribas was considering strategic options for the subsidiary, including an initial public offering. On August 4, 2016, shares of the company started being sold on the NASDAQ.
In 2018, Banque Nationale de Paris (BNP) reduced their stake in First Hawaiian to 33.3%, and by January 2019, it had sold its remaining stake.
On July 13, 2026, First Hawaiian Bank announced it acquired Tri Counties Bank in a $2 billion all stock deal. First Hawaiian will have about $34 billion worth of assets, and it will be the sixth largest bank headquartered in the Western U.S.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
FHB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$27.50
Market Cap
$3.35B
P/E (TTM)
12.4
EPS (TTM)
$2.20
Revenue (TTM)
$881M
Div Yield
3.9%
ROE
10.1%
Debt/Equity
0.0
52W Range
$23 – $31
FHB 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
$881M
2019-12-31
→
2025-12-31
EPS
$2.20
2019-12-31
→
2025-12-31
Free Cash Flow
$303M
2019-12-31
→
2025-12-31
Margins
31.4%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
FHB
Peer Median
P/E (TTM)
12.4
12.9
P/S (TTM)
3.8
2.6
P/B
1.2
1.1
Price / FCF
11.0
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
FHB
Peer Median
Net Profit Margin
31.4%
25.7%
ROA
1.2%
1.1%
ROE
10.1%
10.2%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
FHB
Peer Median
Debt / Equity
0.0
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
FHB
Peer Median
Revenue YoY
8.9%
—
Revenue CAGR 3Y
3.6%
—
Revenue CAGR 5Y
3.7%
—
EPS YoY
22.9%
—
Net Income YoY
20.1%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
FHB
Peer Median
Payout Ratio
47.4%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
3.9%
Payout Ratio
47.4%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| May 18, 2026 | $0.2600 |
| Feb. 13, 2026 | $0.2600 |
| Nov. 17, 2025 | $0.2600 |
| Aug. 18, 2025 | $0.2600 |
| May 19, 2025 | $0.2600 |
| Feb. 14, 2025 | $0.2600 |
| Nov. 18, 2024 | $0.2600 |
| Aug. 19, 2024 | $0.2600 |
| May 17, 2024 | $0.2600 |
| Feb. 15, 2024 | $0.2600 |
| Nov. 17, 2023 | $0.2600 |
| Aug. 18, 2023 | $0.2600 |
| May 19, 2023 | $0.2600 |
| Feb. 16, 2023 | $0.2600 |
| Nov. 18, 2022 | $0.2600 |
| Aug. 19, 2022 | $0.2600 |
| May 20, 2022 | $0.2600 |
| Feb. 17, 2022 | $0.2600 |
| Nov. 19, 2021 | $0.2600 |
| Aug. 20, 2021 | $0.2600 |
FHB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
SELL
18 analysts
- Strong Buy 0 0.0%
- Buy 0 0.0%
- Hold 9 50.0%
- Sell 8 44.4%
- Strong Sell 1 5.6%
12-Month Price Target
9 analysts · 2026-08-13
Median
$30.00
Mean
$30.78
← Below all targets
$27.50
Low
$28.00
High
$34.00
Median target
$30.00
+9.1%
Mean target
$30.78
+11.9%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.03%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.60 | $0.59 | 0.01% |
| March 31, 2026 | $0.55 | $0.54 | 0.01% |
| Dec. 31, 2025 | $0.56 | $0.56 | 0.00% |
| Sept. 30, 2025 | $0.59 | $0.53 | 0.06% |
| June 30, 2025 | $0.58 | $0.49 | 0.09% |
| March 31, 2025 | $0.47 | $0.46 | 0.01% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| FHB | $3.10B | 11.5 | 8.9% | 31.4% | 10.1% | — |
| SBCF | $3.08B | 20.0 | 26.6% | 22.2% | 5.8% | — |
| SFNC | $2.73B | -6.4 | -86.7% | -385.1% | -11.4% | — |
| CBU | $3.03B | 14.5 | 9.6% | 25.7% | 10.8% | — |
| BKU | $3.30B | 12.6 | 7.4% | 1234.8% | 8.9% | — |
| PFS | $2.58B | 8.9 | 7.1% | 398.2% | 10.5% | — |
| CLBK | — | 30.5 | 43.8% | — | — | — |
| BOH | $2.72B | 14.8 | -0.14% | 168.9% | 11.5% | — |
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | — |
| FBK | $2.89B | 22.8 | 22.9% | 21.9% | 7.0% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 11
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $881M | $809M | $837M | $793M | $715M | $733M | $766M | $745M | |
| Interest Expense | · | · | $287M | $50M | $19M | $47M | $105M | $80M | |
| Interest Income | $951M | $980M | $924M | $663M | $549M | $583M | $679M | $646M | |
| Pretax Income | $354M | $293M | $309M | $351M | $349M | $244M | $382M | $358M | |
| Income Tax | $78M | $62M | $74M | $86M | $83M | $58M | $97M | $94M | |
| Net Income | $276M | $230M | $235M | $266M | $266M | $186M | $284M | $264M | |
| EPS (Basic) | $2.21 | $1.80 | $1.84 | $2.08 | $2.06 | $1.43 | $2.14 | $1.93 | |
| EPS (Diluted) | $2.20 | $1.79 | $1.84 | $2.08 | $2.05 | $1.43 | $2.13 | $1.93 | |
| Shares (Basic) | 124,793,785 | 127,702,573 | 127,567,547 | 127,489,889 | 128,963,131 | 129,890,225 | 133,076,489 | 136,945,134 | |
| Shares (Diluted) | 125,509,146 | 128,325,865 | 127,915,873 | 127,981,699 | 129,537,922 | 130,220,077 | 133,387,157 | 137,111,420 | |
| EBITDA | $16M | $14M | $14M | $15M | $16M | $16M | $15M | $15M |
Balance Sheet 18
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $1.04B | $694M | $1.00B | |
| PP&E (Net) | $303M | $289M | $281M | $280M | $318M | $322M | $317M | $305M | |
| PP&E (Gross) | $576M | $554M | $533M | $537M | $572M | $567M | $547M | $523M | |
| Accum. Depreciation | $272M | $265M | $252M | $257M | $253M | $244M | $230M | $218M | |
| Goodwill | $995M | $995M | $995M | $995M | $995M | $995M | $995M | $995M | |
| Intangibles | · | · | · | $7M | $8M | $11M | $13M | $16M | |
| Total Assets | $23.96B | $23.83B | $24.93B | $24.58B | $24.99B | $22.66B | $20.17B | $20.70B | |
| Short-term Debt | $0 | $250M | $500M | $75M | · | $0 | $400M | · | |
| Total Liabilities | $21.19B | $21.21B | $22.44B | $22.31B | $22.34B | $19.92B | $17.53B | $18.17B | |
| Long-term Debt | · | · | · | $0 | · | · | · | · | |
| Total Debt | $0 | $250M | $500M | $75M | · | $0 | $400M | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $1.08B | $934M | $838M | $737M | $605M | $474M | $437M | $292M | |
| Treasury Stock | $519M | $414M | $371M | $368M | $355M | $277M | $270M | $132M | |
| AOCI | $-368M | $-464M | $-530M | $-639M | $-122M | $32M | $-32M | $-132M | |
| Stockholders' Equity | $2.77B | $2.62B | $2.49B | $2.27B | $2.66B | $2.74B | $2.64B | $2.52B | |
| Liabilities + Equity | $23.96B | $23.83B | $24.93B | $24.58B | $24.99B | $22.66B | $20.17B | $20.70B | |
| Shares Outstanding | 122,689,256 | 126,422,898 | 127,618,761 | 127,363,327 | 127,502,472 | 129,912,272 | 129,928,479 | 134,874,302 |
Cash Flow 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $14M | $14M | $15M | $16M | $16M | $15M | $15M | |
| Stock-based Comp | $16M | $12M | $10M | $10M | $13M | $10M | $8M | $6M | |
| Deferred Tax | $-337.0K | $-11M | $-14M | $22M | $14M | $-19M | $17M | $-4M | |
| Other Non-cash | $27M | $73M | $11M | $117M | $108M | $17M | $-27M | $69M | |
| Operating Cash Flow | $335M | $318M | $255M | $431M | $417M | $210M | $297M | $351M | |
| CapEx | $32M | $29M | $16M | $13M | $20M | $33M | $29M | $36M | |
| Investing Cash Flow | $264M | $549M | $1.03B | $-965M | $-2.38B | $-2.10B | $375M | $-258M | |
| Debt Issued | · | · | · | · | · | · | · | $600M | |
| Net Debt Issued | · | · | · | · | $-200M | $-9.0K | · | $600M | |
| Stock Repurchased | $100M | $40M | · | $9M | $75M | $5M | $136M | $132M | |
| Net Stock Activity | $-100M | $-40M | · | $-9M | $-75M | $-5M | $-136M | $-132M | |
| Dividends Paid | $131M | $133M | $133M | $133M | $134M | $135M | $138M | $131M | |
| Financing Cash Flow | $-292M | $-1.44B | $-67M | $-197M | $2.18B | $2.24B | $-981M | $-125M | |
| Net Change in Cash | · | · | · | · | · | · | · | $-31M | |
| Taxes Paid | · | $36M | $54M | $25M | $55M | $53M | $71M | $43M | |
| Free Cash Flow | $303M | $289M | $239M | $417M | $397M | $176M | $267M | $316M | |
| Levered FCF | · | · | $21M | $380M | $382M | $140M | $189M | $257M |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 31.4% | 28.5% | 28.1% | 33.5% | 37.1% | 25.3% | 37.1% | 35.5% | |
| Pretax Margin | 40.2% | 36.2% | 36.9% | 44.3% | 48.8% | 33.2% | 49.8% | 48.1% | |
| EBITDA Margin | 1.8% | 1.7% | 1.6% | 1.9% | 2.2% | 2.2% | 1.9% | 2.1% | |
| ROA | 1.2% | 0.94% | 0.95% | 1.1% | 1.1% | 0.83% | 1.4% | 1.3% | |
| ROE | 10.1% | 8.7% | 9.7% | 11.9% | 9.9% | 6.8% | 10.7% | 10.7% |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.1 | 0.2 | 0.0 | · | 0.0 | 0.2 | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.9% | -3.4% | 5.5% | 10.8% | -2.4% | · | · | · | |
| Revenue CAGR 3Y | 3.6% | 4.2% | 4.5% | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.7% | · | · | · | · | · | · | · | |
| EPS YoY | 22.9% | -2.7% | -11.5% | 1.5% | 43.4% | · | · | · | |
| EPS CAGR 3Y | 1.9% | -4.4% | 8.8% | · | · | · | · | · | |
| EPS CAGR 5Y | 9.0% | · | · | · | · | · | · | · | |
| Net Income YoY | 20.1% | -2.1% | -11.6% | -0.02% | 43.1% | · | · | · | |
| Net Income CAGR 3Y | 1.3% | -4.7% | 8.2% | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.3% | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -0.62% | · | · | · | · | · | · | · |
Valuation (TTM) 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $881M | $809M | $837M | $793M | $715M | $733M | $766M | $745M | |
| Net Income TTM | $276M | $230M | $235M | $266M | $266M | $186M | $284M | $264M | |
| Market Cap | $3.10B | $3.28B | $2.92B | $3.32B | $3.48B | $3.06B | $3.75B | $3.04B | |
| Enterprise Value | · | · | · | · | · | $2.02B | $3.45B | · | |
| P/E | 11.5 | 14.5 | 12.4 | 12.5 | 13.3 | 16.5 | 13.5 | 11.7 | |
| P/S | 3.5 | 4.1 | 3.5 | 4.2 | 4.9 | 4.2 | 4.9 | 4.1 | |
| P/B | 1.1 | 1.3 | 1.2 | 1.5 | 1.3 | 1.1 | 1.4 | 1.2 | |
| P / Tangible Book | 1.7 | 2.0 | 2.0 | 2.6 | 2.1 | 1.8 | · | · | |
| P / Cash Flow | 9.3 | 10.3 | 11.4 | 7.7 | 8.4 | 14.6 | 12.6 | 8.6 | |
| P / FCF | 10.2 | 11.4 | 12.2 | 7.9 | 8.8 | 17.4 | 14.0 | 9.6 | |
| EV / EBITDA | · | · | · | · | · | 126.8 | 237.9 | · | |
| EV / FCF | · | · | · | · | · | 11.5 | 12.9 | · | |
| EV / Revenue | · | · | · | · | · | 2.8 | 4.5 | · | |
| Dividend Yield | 4.2% | 4.0% | 4.5% | 4.0% | 3.9% | 4.4% | 3.7% | 4.3% | |
| Earnings Yield | 8.7% | 6.9% | 8.1% | 8.0% | 7.5% | 6.1% | 7.4% | 8.6% | |
| Payout Ratio | 47.4% | 57.7% | 56.5% | 49.9% | 50.5% | 72.7% | 48.6% | 49.6% | |
| Annual Payout | $131M | $133M | $133M | $133M | $134M | $135M | $138M | $131M |
Income Statement 11
| 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 | $231M | $220M | $226M | $226M | $218M | $211M | $188M | $210M | $205M | $206M | $210M | $203M | $207M | $216M | $220M | $209M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $91M | · | $83M | $69M | $46M | · | $14M | |
| Interest Income | $232M | $230M | $237M | $243M | $237M | $235M | $240M | $250M | $245M | $245M | $241M | $240M | $229M | $214M | $200M | $176M | |
| Pretax Income | $95M | $87M | $93M | $96M | $88M | $77M | $65M | $76M | $81M | $71M | $63M | $76M | $81M | $89M | $103M | $92M | |
| Income Tax | $22M | $20M | $23M | $22M | $15M | $18M | $12M | $15M | $19M | $16M | $15M | $18M | $19M | $22M | $23M | $23M | |
| Net Income | $73M | $68M | $70M | $74M | $73M | $59M | $52M | $61M | $62M | $54M | $48M | $58M | $62M | $67M | $80M | $69M | |
| EPS (Basic) | $0.60 | $0.55 | $0.57 | $0.59 | $0.58 | $0.47 | $0.42 | $0.48 | $0.48 | $0.42 | $0.37 | $0.46 | $0.49 | $0.52 | $0.63 | $0.54 | |
| EPS (Diluted) | $0.60 | $0.55 | $0.56 | $0.59 | $0.58 | $0.47 | $0.41 | $0.48 | $0.48 | $0.42 | $0.37 | $0.46 | $0.49 | $0.52 | $0.63 | $0.54 | |
| Shares (Basic) | 121,669,238 | 122,457,604 | -251,076,944 | 124,267,090 | 125,321,837 | 126,281,802 | -255,758,801 | 127,886,167 | 127,867,853 | 127,707,354 | -255,087,504 | 127,609,860 | 127,591,371 | 127,453,820 | -255,116,310 | 127,377,713 | |
| Shares (Diluted) | 122,339,836 | 123,345,708 | -252,461,748 | 124,970,898 | 125,833,064 | 127,166,932 | -256,658,453 | 128,504,035 | 128,262,594 | 128,217,689 | -255,886,730 | 127,936,440 | 127,832,351 | 128,033,812 | -255,950,821 | 127,796,617 | |
| EBITDA | · | $8M | · | · | · | $8M | · | · | · | $10M | · | · | · | $11M | · | · |
Balance Sheet 17
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $304M | $303M | $303M | $303M | $299M | $293M | $289M | $287M | $284M | $281M | · | $278M | $278M | $278M | · | $299M | |
| PP&E (Gross) | · | · | $576M | · | · | · | $554M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $272M | · | · | · | $265M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $995M | $995M | $995M | $995M | $995M | $995M | $995M | $995M | $995M | $995M | · | $995M | $995M | $995M | · | $995M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | $6M | $6M | $6M | · | $7M | |
| Total Assets | $23.65B | $24.26B | $23.96B | $24.10B | $23.84B | $23.74B | $23.83B | $23.78B | $23.99B | $24.28B | $24.93B | $24.91B | $24.51B | $24.88B | $24.58B | $24.87B | |
| Short-term Debt | · | · | $0 | $0 | $250M | $250M | $250M | $250M | $500M | $500M | · | $500M | · | $250M | · | · | |
| Total Liabilities | $20.82B | $21.50B | $21.19B | $21.36B | $21.14B | $21.10B | $21.21B | $21.13B | $21.44B | $21.77B | · | $22.56B | $22.15B | $22.56B | · | $22.67B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | $500M | $500M | · | · | |
| Total Debt | · | · | · | $0 | $250M | $250M | · | $250M | $500M | $500M | · | $500M | · | $250M | · | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $1.16B | $1.11B | $1.08B | $1.04B | $1.00B | $960M | $934M | $915M | $887M | $858M | · | $824M | $799M | $770M | · | $690M | |
| Treasury Stock | $556M | $556M | $519M | $493M | $469M | $444M | $414M | $374M | $374M | $374M | · | $371M | $371M | $371M | · | $368M | |
| AOCI | $-360M | $-373M | $-368M | $-388M | $-407M | $-434M | $-464M | $-453M | $-519M | $-524M | · | $-649M | $-613M | $-612M | · | $-659M | |
| Stockholders' Equity | $2.83B | $2.77B | $2.77B | $2.73B | $2.69B | $2.65B | $2.62B | $2.65B | $2.55B | $2.51B | $2.49B | $2.35B | $2.36B | $2.33B | $2.27B | $2.20B | |
| Liabilities + Equity | $23.65B | $24.26B | $23.96B | $24.10B | $23.84B | $23.74B | $23.83B | $23.78B | $23.99B | $24.28B | · | $24.91B | $24.51B | $24.88B | · | $24.87B | |
| Shares Outstanding | 121,680,634 | 121,648,973 | 122,689,256 | 123,719,585 | 124,683,544 | 125,692,598 | 126,422,898 | 127,886,167 | 127,879,012 | 127,841,908 | 127,618,761 | 127,609,934 | 127,608,037 | 127,573,680 | 127,363,327 | 127,357,680 |
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 | $7M | $8M | $-10M | $8M | $9M | $8M | $-15M | $10M | $9M | $10M | $-19M | $10M | $11M | $11M | $-29M | $13M | |
| Stock-based Comp | $4M | $4M | $4M | $4M | $4M | $4M | $2M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $3M | $2M | |
| Deferred Tax | $-4M | $11M | $-2M | $6M | $-10M | $6M | $-10M | $-5M | $-4M | $7M | $-334.0K | $-11M | $-6M | $4M | $8M | $-421.0K | |
| Other Non-cash | · | $68M | · | · | · | $-41M | · | · | · | $-8M | · | · | · | $-2M | · | · | |
| Operating Cash Flow | $13M | $160M | $105M | $57M | $136M | $37M | $114M | $59M | $78M | $67M | $41M | $26M | $105M | $83M | $109M | $156M | |
| CapEx | $5M | $4M | $5M | $8M | $11M | $8M | $11M | $7M | $6M | $5M | $8M | $4M | $3M | $2M | $3M | $5M | |
| Investing Cash Flow | $-64M | $-110M | $-211M | $208M | $-9M | $276M | $-38M | $273M | $146M | $167M | $697M | $229M | $74M | $25M | $-171M | $-195M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $500M | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $500M | · | · | |
| Stock Repurchased | $0 | $32M | $26M | $24M | $25M | $25M | · | · | · | · | · | · | · | · | $0 | $2M | |
| Net Stock Activity | · | $-32M | · | · | · | $-25M | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $32M | $33M | $32M | $32M | $34M | $33M | $33M | $33M | $33M | $33M | $33M | $33M | $33M | $33M | $33M | $33M | |
| Financing Cash Flow | $-656M | $192M | $-272M | $192M | $-43M | $-168M | $21M | $-374M | $-384M | $-699M | $-212M | $400M | $-486M | $231M | $-361M | $-545M | |
| Taxes Paid | · | · | · | $27M | $11M | $41M | $-3M | $13M | $25M | $2M | $4M | $20M | $28M | $2M | $1M | $18M | |
| Free Cash Flow | · | $155M | · | · | · | $29M | · | · | · | $62M | · | · | · | $81M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-8M | · | · | · | $46M | · | · |
Profitability 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 31.7% | 30.8% | · | 32.6% | 33.7% | 28.1% | · | 29.3% | 30.3% | 26.4% | · | 28.6% | 30.1% | 30.9% | · | 33.1% | |
| Pretax Margin | 41.2% | 39.7% | · | 42.5% | 40.5% | 36.5% | · | 36.4% | 39.5% | 34.4% | · | 37.6% | 39.3% | 41.1% | · | 44.1% | |
| EBITDA Margin | · | 3.8% | · | · | · | 4.0% | · | · | · | 4.6% | · | · | · | 5.0% | · | · | |
| ROA | 0.31% | 0.28% | · | 0.31% | 0.31% | 0.25% | · | 0.25% | 0.26% | 0.22% | · | 0.23% | 0.25% | 0.27% | · | 0.27% | |
| ROE | 2.7% | 2.5% | · | 2.7% | 2.8% | 2.3% | · | 2.5% | 2.5% | 2.2% | · | 2.6% | 2.7% | 2.9% | · | 2.8% |
Liquidity & Solvency 1
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 0.0 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | · | 0.1 | · | · |
Efficiency 1
| 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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valuation (TTM) 11
| 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 | $896M | $875M | · | $865M | $843M | $831M | · | $824M | $821M | $833M | · | $835M | $821M | $789M | · | $756M | |
| Net Income TTM | $288M | $274M | · | $268M | $256M | $237M | · | $236M | $237M | $242M | · | $256M | $258M | $253M | · | $250M | |
| Market Cap | $3.57B | $3.00B | · | $3.07B | $3.11B | $3.07B | · | $2.96B | $2.65B | $2.81B | · | $2.30B | $2.30B | $2.63B | · | $3.14B | |
| P/E | 12.6 | 11.3 | · | 11.7 | 12.4 | 13.2 | · | 12.6 | 11.2 | 11.6 | · | 9.0 | 9.0 | 10.5 | · | 12.6 | |
| P/S | 4.0 | 3.4 | · | 3.6 | 3.7 | 3.7 | · | 3.6 | 3.2 | 3.4 | · | 2.8 | 2.8 | 3.3 | · | 4.2 | |
| P/B | 1.3 | 1.1 | · | 1.1 | 1.2 | 1.2 | · | 1.1 | 1.0 | 1.1 | · | 1.0 | 1.0 | 1.1 | · | 1.4 | |
| P / Tangible Book | 1.9 | 1.7 | · | 1.8 | 1.8 | 1.9 | · | 1.8 | 1.7 | 1.8 | · | 1.7 | 1.7 | 2.0 | · | 2.6 | |
| P / Cash Flow | · | 18.8 | · | · | · | 83.7 | · | · | · | 42.1 | · | · | · | 31.8 | · | · | |
| P / FCF | · | 19.3 | · | · | · | 107.3 | · | · | · | 45.4 | · | · | · | 32.5 | · | · | |
| Earnings Yield | 7.9% | 8.9% | · | 8.5% | 8.1% | 7.6% | · | 8.0% | 8.9% | 8.6% | · | 11.1% | 11.2% | 9.6% | · | 7.9% | |
| Payout Ratio | · | 48.8% | · | · | · | 55.5% | · | · | · | 61.2% | · | · | · | 49.6% | · | · |
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 | $881M | $809M | $837M | $793M | $715M |
| Net Income | $276M | $230M | $235M | $266M | $266M |
| Diluted EPS | $2.20 | $1.79 | $1.84 | $2.08 | $2.05 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.1 | 0.2 | 0.0 | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $303M | $289M | $239M | $417M | $397M |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
My Metrics Your personal watchlist — selected rows from Full Fundamentals
📊
Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Institutional owners (13F) 387 filers · $3.0B 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 |
|---|---|---|---|---|
| 77 (+23 vs prior Q) | 27 (+1 vs prior Q) | 144 (+28 vs prior Q) | 92 (-24 vs prior Q) | +26.2M |
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 | $341,792,779 | 13,509,596 | 11.22% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $255,509,742 | 8,720,469 | 8.39% | Shares |
| STATE STREET CORP | $200,718,419 | 6,850,458 | 6.59% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $193,715,728 | 6,611,459 | 6.36% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $162,991,388 | 5,562,846 | 5.35% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $152,396,749 | 5,213,710 | 5.00% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $126,483,814 | 4,316,854 | 4.15% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $98,607,070 | 3,365,429 | 3.24% | Shares |
| FMR LLC | $96,237,520 | 3,284,557 | 3.16% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $83,499,492 | 2,849,812 | 2.74% | Shares |
| REINHART PARTNERS, LLC. | $77,964,047 | 2,660,876 | 2.56% | Shares |
| Quantinno Capital Management LP | $77,380,026 | 2,640,956 | 2.54% | Shares |
| AMERICAN CENTURY COMPANIES INC | $76,730,399 | 2,618,784 | 2.52% | Shares |
| TWO SIGMA INVESTMENTS, LP | $62,794,764 | 2,143,166 | 2.06% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $62,567,542 | 2,135,411 | 2.05% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $62,459,630 | 2,131,728 | 2.05% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $55,082,795 | 1,879,311 | 1.81% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $46,149,287 | 1,575,061 | 1.52% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43,191,980 | 1,474,129 | 1.42% | Shares |
| D. E. Shaw & Co., Inc. | $43,129,219 | 1,471,987 | 1.42% | Shares |
| CITADEL ADVISORS LLC | $42,281,453 | 1,443,053 | 1.39% | Shares |
| JPMORGAN CHASE & CO | $41,716,587 | 1,420,787 | 1.37% | Shares |
| BANK OF AMERICA CORP /DE/ | $41,140,892 | 1,404,126 | 1.35% | Shares |
| CRAWFORD INVESTMENT COUNSEL INC | $34,153,252 | 1,165,640 | 1.12% | Shares |
| Qube Research & Technologies Ltd | $29,429,565 | 1,004,422 | 0.97% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $22,504,392 | 768,068 | 0.74% | Shares |
| RAYMOND JAMES FINANCIAL INC | $20,828,319 | 710,864 | 0.68% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $20,689,492 | 706,126 | 0.68% | Shares |
| GOLDMAN SACHS GROUP INC | $20,046,826 | 684,192 | 0.66% | Shares |
| MILLENNIUM MANAGEMENT LLC | $17,336,019 | 591,673 | 0.57% | Shares |
| FIRST TRUST ADVISORS LP | $17,184,347 | 586,496 | 0.56% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $17,151,048 | 585,360 | 0.56% | Shares |
| Balyasny Asset Management L.P. | $16,516,527 | 563,704 | 0.54% | Shares |
| Public Sector Pension Investment Board | $12,244,704 | 417,908 | 0.40% | Shares |
| Edgestream Partners, L.P. | $11,798,993 | 402,696 | 0.39% | Shares |
| Granite Investment Partners, LLC | $11,422,810 | 389,857 | 0.38% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $10,956,002 | 373,925 | 0.36% | Shares |
| Bridgewater Associates, LP | $9,798,916 | 334,434 | 0.32% | Shares |
| TWO SIGMA ADVISERS, LP | $8,791,750 | 347,500 | 0.29% | Shares |
| BlackRock, Inc. | $7,921,255 | 270,350 | 0.26% | Shares |
| AMERIPRISE FINANCIAL INC | $7,603,233 | 259,496 | 0.25% | Shares |
| Swiss National Bank | $7,224,413 | 246,567 | 0.24% | Shares |
| RHUMBLINE ADVISERS | $7,206,272 | 245,949 | 0.24% | Shares |
| BARCLAYS PLC | $7,087,466 | 241,893 | 0.23% | Shares |
| California Public Employees Retirement System | $7,068,830 | 241,257 | 0.23% | Shares |
| Schonfeld Strategic Advisors LLC | $6,824,907 | 232,932 | 0.22% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $6,502,261 | 221,920 | 0.21% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $5,930,320 | 202,400 | 0.19% | Shares |
| Point72 Asset Management, L.P. | $5,748,601 | 196,198 | 0.19% | Shares |
| Legal & General Group Plc | $5,470,428 | 186,704 | 0.18% | Shares |
| REGIONS FINANCIAL CORP | $5,439,487 | 185,648 | 0.18% | Shares |
| Man Group plc | $5,244,612 | 178,997 | 0.17% | Shares |
| ALLIANCEBERNSTEIN L.P. | $5,078,279 | 206,099 | 0.17% | Shares |
| Numerai GP LLC | $4,735,818 | 161,632 | 0.16% | Shares |
| Mariner, LLC | $4,684,653 | 159,888 | 0.15% | Shares |
| Brevan Howard Capital Management LP | $4,655,125 | 158,878 | 0.15% | Shares |
| Callan Family Office, LLC | $4,591,134 | 156,694 | 0.15% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3,999,565 | 162,320 | 0.13% | Shares |
| Focus Partners Wealth | $3,838,320 | 131,003 | 0.13% | Shares |
| AlphaQuest LLC | $3,659,164 | 144,631 | 0.12% | Shares |
| CIBC WORLD MARKET INC. | $3,597,015 | 122,765 | 0.12% | Shares |
| Entropy Technologies, LP | $3,560,536 | 121,520 | 0.12% | Shares |
| Rafferty Asset Management, LLC | $3,555,174 | 121,337 | 0.12% | Shares |
| TUDOR INVESTMENT CORP ET AL | $3,539,967 | 120,818 | 0.12% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $3,495,871 | 119,313 | 0.11% | Shares |
| FIFTH THIRD BANCORP | $3,444,940 | 117,575 | 0.11% | Shares |
| PRUDENTIAL FINANCIAL INC | $3,441,197 | 117,447 | 0.11% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $3,430,210 | 117,072 | 0.11% | Shares |
| FRANKLIN RESOURCES INC | $3,381,454 | 115,408 | 0.11% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $3,262,584 | 111,351 | 0.11% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $3,261,768 | 111,323 | 0.11% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2,976,673 | 116,604 | 0.10% | Shares |
| &PARTNERS | $2,900,892 | 98,960 | 0.10% | Shares |
| NATIXIS | $2,873,129 | 98,059 | 0.09% | Shares |
| NISA INVESTMENT ADVISORS, LLC | $2,700,552 | 92,169 | 0.09% | Shares |
| Corient Private Wealth LP | $2,700,527 | 92,168 | 0.09% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2,658,975 | 90,750 | 0.09% | Shares |
| IEQ CAPITAL, LLC | $2,653,164 | 90,552 | 0.09% | Shares |
| Summit Trail Advisors, LLC | $2,642,656 | 90,193 | 0.09% | Shares |
| Brandywine Global Investment Management, LLC | $2,636,134 | 104,195 | 0.09% | Shares |
| NewEdge Wealth, LLC | $2,437,526 | 83,192 | 0.08% | Shares |
| MORGAN STANLEY | $2,394,082 | 81,709 | 0.08% | Shares |
| Vestmark Advisory Solutions, Inc. | $2,364,539 | 80,701 | 0.08% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $2,212,209 | 75,502 | 0.07% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $2,166,031 | 73,926 | 0.07% | Shares |
| New Age Alpha Advisors, LLC | $2,142,680 | 73,129 | 0.07% | Shares |
| XTX Topco Ltd | $2,112,882 | 72,112 | 0.07% | Shares |
| NEUBERGER BERMAN GROUP LLC | $2,067,291 | 70,556 | 0.07% | Shares |
| Vanguard Global Advisers, LLC | $2,063,628 | 70,431 | 0.07% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2,013,525 | 68,721 | 0.07% | Shares |
| DIVERSIFIED TRUST CO | $1,987,506 | 67,833 | 0.07% | Shares |
| DARK FOREST CAPITAL MANAGEMENT LP | $1,847,717 | 63,062 | 0.06% | Shares |
| Quantbot Technologies LP | $1,844,992 | 62,969 | 0.06% | Shares |
| Illinois Municipal Retirement Fund | $1,823,603 | 62,239 | 0.06% | Shares |
| LPL Financial LLC | $1,821,624 | 62,171 | 0.06% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1,813,026 | 61,878 | 0.06% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $1,750,323 | 59,738 | 0.06% | Shares |
| UBS Group AG | $1,720,115 | 58,707 | 0.06% | Shares |
| ExodusPoint Capital Management, LP | $1,713,230 | 58,472 | 0.06% | Shares |
| Caprock Group, LLC | $1,682,553 | 57,425 | 0.06% | Shares |
Company insiders 23 insiders · 11 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Robert S Harrison | Chairman, President and CEO | April 24, 2022 F | 271,887 | 0 | 0 | $0 |
| Ralph Mesick | Vice Ch, CRO and Interim CFO | April 24, 2022 F | 51,325 | 0 | 0 | $0 |
| Ravi Mallela | Exec VP & CFO | Nov. 5, 2021 S | 70,201 | 0 | 0 | $0 |
| Michael Ching | Exec VP, CFO & Treasurer | Jan. 25, 2018 A | 13,738 | 0 | 0 | $0 |
| Eric K Yeaman | President and COO | Aug. 9, 2019 F | 65,094 | 0 | 0 | $0 |
| Neill Char | Executive VP | May 2, 2022 F | 15,626 | 0 | 0 | $0 |
| Alan Arizumi | Vice Chairman | April 24, 2022 F | 4,936 | 0 | 0 | $0 |
| Lance A. Mizumoto | Vice Ch & Chief Lending Ofcr | April 24, 2022 F | 31,221 | 0 | 0 | $0 |
| Robert Fujioka | Vice Chair & Chief Lending Ofc | Aug. 9, 2016 F | 14,608 | 0 | 0 | $0 |
| Gary Caulfield | Vice Chairman and CIO | Aug. 9, 2016 F | 12,928 | 0 | 0 | $0 |
| Albert M Yamada | Vice Chair, CAO & Secretary | Aug. 9, 2016 A | 43,911 | 0 | 0 | $0 |
| Vanessa L Washington | Director | April 22, 2026 A | 22,256 | 0 | 0 | $0 |
| Jim Moffatt | Director | April 20, 2022 A | 4,372 | 0 | 0 | $0 |
| Kelly Ann Thompson | Director | April 20, 2022 A | 4,372 | 0 | 0 | $0 |
| Craig Scott Wo | Director | April 20, 2022 A | 38,326 | 0 | 0 | $0 |
| Faye W Kurren | Director | April 20, 2022 A | 13,554 | 0 | 0 | $0 |
| Allen Bruce Uyeda | Director | April 20, 2022 A | 22,269 | 0 | 0 | $0 |
| Allen W Doane JR | Director | April 20, 2022 A | 58,269 | 0 | 0 | $0 |
| Jenai S Wall | Director | April 22, 2021 A | 12,554 | 0 | 0 | $0 |
| Matthew J Cox | Director | April 22, 2021 A | 20,769 | 0 | 0 | $0 |
| Gerard Gil | Director | April 25, 2018 A | 3,765 | 0 | 0 | $0 |
| Christopher L Dods | — | May 2, 2022 F | 45,533 | 0 | 0 | $0 |
| Mitchell Nishimoto | — | April 24, 2021 F | 29,205 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 3 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 |
|---|---|---|---|---|---|
| Dec. 20, 2001 | — | Initial filing | — | SEC | |
| BNP PARIBAS IRS Identification Number, French American Banking Corporation IRS Identification Number | May 8, 2001 | — | Initial filing | M&A / sale | SEC |
| May 7, 2001 | — | 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 76 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 |
|---|---|---|---|---|
| FXO · First Trust Exchange-Traded AlphaDE… | 0.99% | 388,072 NS | April 30, 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0.94% | 10,151 NS | April 30, 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0.85% | 154,012 NS | April 30, 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.80% | 72,022 SH | Aug. 8, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.72% | 7,138 SH | Aug. 8, 2026 | Daily |
| XSVM · Invesco Exchange-Traded Fund Trust | 0.68% | 164,673 SH | Aug. 8, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.39% | 26,107 NS | April 30, 2026 | N-PORT |
| HIDV · AB Active ETFs, Inc. | 0.38% | 27,252 NS | May 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.38% | 258,131 SH | Aug. 8, 2026 | Daily |
| IJS · iShares Trust | 0.36% | 1,083,760 SH | Aug. 8, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.23% | 620,904 NS | April 30, 2026 | N-PORT |
| XJR · iShares Trust | 0.21% | 14,375 SH | Aug. 8, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.20% | 18,864 SH | Aug. 8, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.19% | 425,437 SH | Aug. 8, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.19% | 84,528 NS | April 30, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.18% | 3,689 NS | April 30, 2026 | N-PORT |
| IJR · iShares Trust | 0.18% | 7,419,529 SH | Aug. 8, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.17% | 46,484 NS | April 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.16% | 166,404 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.15% | 770,251 NS | April 30, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.15% | 4,528 NS | April 30, 2026 | N-PORT |
| SAA · ProShares Trust | 0.15% | 1,468 NS | May 31, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.13% | 435,727 NS | May 31, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.13% | 20,948 SH | Aug. 8, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.12% | 31,705 NS | April 30, 2026 | N-PORT |
| ISCV · iShares Trust | 0.10% | 26,264 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.09% | 468,412 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.08% | 1,772,357 SH | Aug. 8, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.08% | 4,036 NS | April 30, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.07% | 53,714 SH | Aug. 8, 2026 | Daily |
| SCHA · SCHWAB STRATEGIC TRUST | 0.07% | 589,956 NS | May 31, 2026 | N-PORT |
| SMLF · iShares Trust | 0.07% | 106,103 SH | Aug. 8, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 18,397 SH | Aug. 8, 2026 | Daily |
| IYF · iShares Trust | 0.05% | 83,393 SH | Aug. 8, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.05% | 13,097 SH | Aug. 8, 2026 | Daily |
| ISCB · iShares Trust | 0.05% | 5,163 SH | Aug. 8, 2026 | Daily |
| SMMD · iShares Trust | 0.05% | 62,839 SH | Aug. 8, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 6,298 NS | April 30, 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0.04% | 4,461 NS | April 30, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.04% | 34,237 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 1,391,922 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 2,792,739 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.04% | 200,074 SH | Aug. 8, 2026 | Daily |
| IWS · iShares Trust | 0.03% | 186,259 SH | Aug. 8, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 24,178 NS | April 30, 2026 | N-PORT |
| WSML · iShares Trust | 0.03% | 7,047 SH | Aug. 8, 2026 | Daily |
| IWR · iShares Trust | 0.02% | 489,005 SH | Aug. 8, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.02% | 43,293 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 96,886 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.02% | 4,796 NS | May 31, 2026 | N-PORT |