HIG The Hartford Insurance Group, Inc. Common Stock
NYSE · Insurance · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 23, 2026
$126.05
· of 52w range
· above low
· to high
$120.3352w low
$146.0752w high
Market Cap (MRQ)
$34.24B
P/E (TTM)
8.2
EPS (TTM)
$15.45
Revenue (TTM)
$29.06B
your badges
52W Range
$120–$146
Analyst Rating
HOLD
Price Target
$149
P/E
8.2
ROE
23.5%
Net Profit Margin
15.0%
Your badge strip is empty — pin a metric anywhere on this page.
HIG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$126.05
Market Cap (MRQ)
$34.24B
P/E (TTM)
8.2
EPS (TTM)
$15.45
Revenue (TTM)
$29.06B
Div Yield
1.7%
ROE (TTM)
23.5%
Debt/Equity
0.2
52W Range
$120–$146
HIG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
Stock splits
| Ex-date | Split | Type |
|---|---|---|
| July 16, 1998 | 2-for-1 | Forward |
About The Hartford Insurance Group, Inc. Common Stock Company overview from Wikipedia
The Hartford Insurance Group, Inc., known as The Hartford, is a U.S.-based insurance company. The Hartford is a Fortune 500 company headquartered in its namesake city of Hartford, Connecticut. It was ranked 162nd in Fortune 500 in 2024. The Hartford is a leader in property and casualty insurance, employee benefits and mutual funds. It sells products primarily through a network of agents and brokers, and has also been the auto and home insurance writer for AARP members for more than 40 years.
History
The Hartford was founded in 1810 in Hartford, Connecticut. A group of local merchants gathered in a Hartford inn and, with working capital of $15,000, founded the Hartford Fire Insurance Company. The company survived some of the greatest peacetime tragedies in American history. After a huge fire destroyed New York's financial district in 1835, The Hartford's president, Eliphalet Terry, used his personal wealth to cover all the company's damage claims. Other catastrophic events included the Chicago fire of 1871 and the 1906 San Francisco earthquake and fire.
The Hartford Stag
Although it is unknown exactly when the symbol first appeared as The Hartford's logo, the earliest use on record is on the 1861 policy issued to Abraham Lincoln. It depicts a hart (stag) fording a stream. The company's logo was likely inspired by the seal of the city of Hartford, which in turn borrowed from the 17th-century seal of Hertford, England. By 1867, the logo began to echo the majestic stag depicted in Sir Edwin Landseer's 1851 painting, “The Monarch of the Glen.” The logo art and style have continued to shift throughout the years to adjust to the changing art and print needs, however, the stag remains a clear descendant of the “Monarch of the Glen.”
Acquisitions, divestitures and related changes
2025: The Hartford rebrands and reveals a new logo.
2021: Chubb makes three takeover offers for The Hartford, but the offers were rejected on 28 April.
2020: Castel Underwriting Europe B.V. has decided to acquire from The Hartford the renewal rights for a Navigators Europe book consisting mostly of Dutch naval freight, inland hull, land-based equipment and liability company.
2019: Acquired Navigators, adding specialty products across 22 vertical markets, and offices in the United Kingdom, Continental Europe and Asia.
2018, Acquired Y-Risk, a managing general underwriter specializing in economy risks, with managing general agencies across the U.S.
2014: Sold its Japan annuities business to Orix Life Insurance Corp.
2013: Sold its life insurance business to Prudential, retirement plans to MassMutual and a broker-dealer to AIG.
2012: Announced it would focus on property and casualty insurance, group benefits and mutual funds, and would sell its wealth management businesses.
2009: The company announced that it was withdrawing its business activities from Europe.
2004: Purchased the Group Benefits Division of CNA Financial. The division was based in Chicago, Illinois.
2000: Reacquired all the shares of Hartford Life (HLI was delisted from the New York Stock Exchange in 2006).
1997: Changed name from ITT-Hartford Group, Inc. to the Hartford Financial Services Group, Inc., and also issued an IPO for its Hartford Life business under the ticker symbol "HLI."
1995: ITT decided to streamline its operations and release some of its subsidiaries, and The Hartford became an independent entity once again, trading on the New York Stock Exchange under the symbol "HIG."
1970: The Hartford was acquired by ITT Corporation for $1.4 billion, at the time the largest corporate takeover in American history. The combined company was renamed ITT-Hartford Group, Inc.
1959: Expanded into the life insurance business by acquiring The Columbian National Life Insurance Company in Boston, Massachusetts.
1913: Formed the Hartford Accident and Indemnity Company to provide a wide variety of insurance coverage, including accident, automobile-liability, personal-damage, business-interruption and more.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorFinancials
industryInsurance
employees19,200
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$28.37B2016-12-31 → 2025-12-31
EPS$13.322016-12-31 → 2025-12-31
Free Cash Flow$5.75B2016-12-31 → 2025-12-31
Net margin15.0%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | HIG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 8.25Y avg ≈11.1 | ≈11.1 | 10.8 | Undervalued | |
| P/S (TTM) | 1.25Y avg ≈1.1 | ≈1.1 | 1.5 | Undervalued | |
| P/B (MRQ) | 1.75Y avg ≈1.7 | ≈1.7 | 1.8 | Overvalued | |
| EV / EBITDA | 98.25Y avg ≈69.7 | ≈69.7 | · | · | |
| Price / FCF (TTM) | 5.85Y avg ≈6.0 | ≈6.0 | · | · | |
| Price / Cash Flow (TTM) | 5.85Y avg ≈5.8 | ≈5.8 | 7.4 | Fair value | |
| EV / Revenue | 1.45Y avg ≈1.3 | ≈1.3 | · | · | |
| EV / FCF | 6.85Y avg ≈7.0 | ≈7.0 | · | · | |
| Price / Tangible Book | 2.15Y avg ≈2.0 | ≈2.0 | · | · | |
| PEG Ratio | ≈0.4 | · | · | · |
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 | HIG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 1.4%5Y avg ≈2.1% | ≈2.1% | 1.6% | Weak | |
| Pretax Margin (TTM) | 17.3%5Y avg ≈13.4% | ≈13.4% | 17.8% | Weak | |
| Net Profit Margin (TTM) | 15.0%5Y avg ≈10.8% | ≈10.8% | 17.6% | In line | |
| ROA (TTM) | 5.1%5Y avg ≈3.5% | ≈3.5% | 4.5% | In line | |
| ROE (TTM) | 23.5%5Y avg ≈16.8% | ≈16.8% | 19.7% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | HIG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 0.25Y avg ≈0.3 | ≈0.3 | 0.0 | High debt | |
| Long-Term Debt / Equity | 0.25Y avg ≈0.3 | ≈0.3 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | HIG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 6.9%5Y avg ≈6.7% | ≈6.7% | · | · | |
| Revenue CAGR 3Y | 8.2%5Y avg ≈6.7% | ≈6.7% | · | · | |
| Revenue CAGR 5Y | 6.7% | · | · | · | |
| EPS YoY | 28.7%5Y avg ≈25.3% | ≈25.3% | · | · | |
| Net Income YoY | 23.3%5Y avg ≈19.7% | ≈19.7% | · | · | |
| EPS CAGR 3Y | 34.6%5Y avg ≈23.1% | ≈23.1% | · | · | |
| EPS CAGR 5Y | 22.9% | · | · | · | |
| Net Income CAGR 3Y | 28.2%5Y avg ≈16.9% | ≈16.9% | · | · | |
| Net Income CAGR 5Y | 17.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | HIG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.35Y avg ≈0.3 | ≈0.3 | 0.3 | In line | |
| Revenue / Employee | ≈$1.5M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield1.7%
Payout Ratio15.4%
Annualized Payout≈$2.40
5Y Div CAGR≈9.9%
Growth Streak≈13
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.60 | USD | ≈1.8% |
| Jun 1, 2026 | $0.60 | USD | ≈1.8% |
| Mar 2, 2026 | $0.60 | USD | ≈1.6% |
| Dec 1, 2025 | $0.60 | USD | ≈1.6% |
| Sep 2, 2025 | $0.52 | USD | ≈1.6% |
| Jun 2, 2025 | $0.52 | USD | ≈1.6% |
| Mar 3, 2025 | $0.52 | USD | ≈1.7% |
| Dec 2, 2024 | $0.52 | USD | ≈1.6% |
| Sep 3, 2024 | $0.47 | USD | ≈1.6% |
| Jun 3, 2024 | $0.47 | USD | ≈1.8% |
| Mar 1, 2024 | $0.47 | USD | ≈1.9% |
| Nov 30, 2023 | $0.47 | USD | ≈2.2% |
| Aug 31, 2023 | $0.43 | USD | ≈2.4% |
| May 31, 2023 | $0.43 | USD | ≈2.4% |
| Mar 3, 2023 | $0.43 | USD | ≈2.1% |
| Nov 30, 2022 | $0.43 | USD | ≈2.1% |
| Aug 31, 2022 | $0.39 | USD | ≈2.4% |
| May 31, 2022 | $0.39 | USD | ≈2.1% |
| Feb 28, 2022 | $0.39 | USD | ≈2.1% |
| Nov 30, 2021 | $0.39 | USD | ≈2.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
9.6%
Next Report
Oct 26, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 27, 2026 | $3.42 | $3.25 | 5.1% |
| March 31, 2026 | $3.09 | $3.44 | -10.0% | |
| Dec. 31, 2025 | $4.06 | $3.25 | 25.0% | |
| Sept. 30, 2025 | $3.78 | $3.25 | 16.4% | |
| June 30, 2025 | $3.41 | $2.86 | 19.1% | |
| March 31, 2025 | $2.20 | $2.16 | 1.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $28.37B | $26.54B | $24.53B | $22.36B | $22.39B | $20.52B | $20.74B | $18.95B | $17.16B | $16.29B | $16.00B | $18.61B | |
| SG&A Expense | $5.58B | $5.26B | $4.88B | $4.84B | $4.79B | $4.48B | $4.58B | $4.28B | · | · | · | · | |
| Operating Expenses | · | · | · | · | · | · | $4.58B | $4.28B | $4.56B | $3.52B | $3.46B | $4.03B | |
| Interest Expense | $199M | $199M | $199M | $213M | $234M | $236M | $259M | $298M | $316M | $327M | $346M | $376M | |
| Pretax Income | $4.76B | $3.85B | $3.09B | $2.26B | $2.90B | $2.12B | $2.56B | $1.75B | $723M | $447M | $1.48B | $1.70B | |
| Income Tax | $924M | $738M | $584M | $443M | $534M | $383M | $475M | $268M | $985M | $-166M | $289M | $350M | |
| Net Income | $3.84B | $3.11B | $2.50B | $1.82B | $2.37B | $1.74B | $2.08B | $1.81B | $-3.13B | $896M | $1.68B | $798M | |
| EPS (Basic) | $13.51 | $10.51 | $8.09 | $5.54 | $6.73 | $4.79 | $5.72 | $5.03 | $-8.61 | $2.31 | $4.05 | $1.81 | |
| EPS (Diluted) | $13.32 | $10.35 | $7.97 | $5.46 | $6.64 | $4.76 | $5.66 | $4.95 | $-8.61 | $2.27 | $3.96 | $1.73 | |
| Shares (Basic) | 282,400,000 | 293,900,000 | 307,100,000 | 324,800,000 | 349,100,000 | 358,300,000 | 360,900,000 | 358,400,000 | 363,700,000 | 387,700,000 | 415,500,000 | 441,800,000 | |
| Shares (Diluted) | 286,500,000 | 298,600,000 | 311,500,000 | 329,500,000 | 354,100,000 | 360,600,000 | 364,900,000 | 364,100,000 | 363,700,000 | 394,800,000 | 425,200,000 | 460,200,000 | |
| EBITDA | $396M | $356M | $510M | $625M | $680M | $562M | $451M | $467M | $399M | $398M | $373M | $276M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $122M | $183M | $126M | $229M | $205M | $151M | $185M | $112M | $180M | $328M | $143M | $141M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $3.24B | $1.84B | $4.88B | |
| PP&E (Net) | $924M | $888M | $896M | $927M | $1.03B | $1.12B | $1.18B | $1.01B | $1.03B | $991M | $974M | $831M | |
| Accum. Depreciation | $2.60B | $2.50B | $2.40B | $2.30B | $2.30B | $2.10B | $1.90B | $1.60B | $2.60B | $2.50B | $2.30B | $2.30B | |
| Goodwill | $1.64B | $1.91B | $1.91B | $1.91B | $1.91B | $1.91B | $1.91B | $1.29B | $1.29B | $567M | $498M | $498M | |
| Intangibles | $566M | $637M | $707M | $778M | $858M | $950M | $1.07B | $657M | $659M | $44M | · | · | |
| Total Assets | $86.03B | $80.92B | $76.78B | $73.01B | $76.58B | $74.11B | $70.82B | $62.31B | $225.26B | $224.58B | $228.35B | $245.01B | |
| Short-term Debt | · | · | · | · | $0 | $0 | $500M | $413M | $320M | $416M | $275M | $456M | |
| Total Liabilities | $67.05B | $64.47B | $61.45B | $59.33B | $58.73B | $55.55B | $54.55B | $49.21B | $211.77B | $207.67B | $210.71B | $226.29B | |
| Long-term Debt | $4.37B | $4.37B | $4.36B | $4.36B | $4.94B | $4.35B | $4.35B | $4.26B | $4.68B | $4.49B | · | · | |
| Total Debt | $4.37B | $4.37B | $4.36B | $4.36B | $4.94B | $4.35B | $4.85B | · | · | · | $5.36B | $6.11B | |
| Common Stock | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | |
| Paid-in Capital | $549M | $578M | $648M | $1.90B | $3.31B | $4.32B | $4.31B | $4.38B | $4.38B | $5.25B | $8.97B | $9.12B | |
| Retained Earnings | $24.74B | $21.53B | $19.01B | $17.06B | $15.77B | $13.92B | $12.69B | $11.05B | $9.64B | $13.11B | $12.55B | $11.19B | |
| Treasury Stock | $4.59B | $3.11B | $1.82B | $1.77B | $1.74B | $1.19B | $1.12B | $1.09B | $1.19B | $1.12B | $3.56B | $2.53B | |
| AOCI | $-2.06B | $-2.89B | $-2.85B | $-3.84B | $128M | $1.17B | $52M | $-1.58B | $663M | $-337M | $-329M | $928M | |
| Stockholders' Equity | $18.98B | $16.45B | $15.33B | $13.68B | $17.80B | $18.56B | $16.27B | $13.10B | $13.49B | $16.90B | $17.64B | $18.72B | |
| Liabilities + Equity | $86.03B | $80.92B | $76.78B | $73.01B | $76.58B | $74.11B | $70.82B | $62.31B | $225.26B | $224.58B | $228.35B | $245.01B | |
| Shares Outstanding | 276,923,000 | 287,556,000 | 298,472,000 | 315,111,000 | 334,926,000 | 358,489,000 | 359,570,000 | 359,151,000 | 356,835,000 | 373,949,000 | 401,821,000 | 424,416,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $396M | $356M | $510M | $625M | $680M | $562M | $451M | $467M | $399M | $398M | $373M | $276M | |
| Stock-based Comp | · | · | · | · | · | · | · | · | · | · | $7M | $0 | |
| Deferred Tax | $109M | $-47M | $2M | $-106M | $46M | $-27M | $467M | $286M | $868M | $-176M | $377M | $410M | |
| Amort. of Intangibles | $71M | $71M | $71M | $71M | $71M | $72M | $66M | $68M | $14M | $4M | $4M | · | |
| Restructuring | $0 | $2M | $6M | $13M | $1M | $104M | $0 | $0 | · | · | $20M | $71M | |
| Other Non-cash | $1.58B | $2.49B | $1.20B | $1.67B | $1.00B | $1.60B | $486M | $283M | $4.05B | $876M | $694M | $808M | |
| Operating Cash Flow | $5.92B | $5.91B | $4.22B | $4.01B | $4.09B | $3.87B | $3.49B | $2.84B | $2.19B | $2.07B | $2.76B | $1.89B | |
| CapEx | $169M | $145M | $215M | $175M | $133M | $114M | $105M | $122M | $250M | $224M | $307M | $121M | |
| Investing Cash Flow | $-3.76B | $-3.77B | $-2.43B | $-1.28B | $-2.47B | $-2.07B | $-2.15B | $-1.96B | $-1.44B | $949M | $485M | $1.70B | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $-275M | $-773M | $-200M | |
| Stock Repurchased | $1.61B | $1.51B | $1.40B | $1.55B | $1.70B | $150M | $200M | $0 | $1.03B | $1.33B | $1.25B | $1.80B | |
| Net Stock Activity | $-1.61B | $-1.51B | $-1.40B | $-1.55B | $-1.70B | $-150M | $-200M | · | $-1.03B | $-1.33B | $-1.25B | $-1.80B | |
| Dividends Paid | $592M | $556M | $528M | $506M | $485M | $457M | $433M | $379M | $341M | $334M | $316M | $282M | |
| Financing Cash Flow | $-2.23B | $-2.08B | $-1.95B | $-2.71B | $-1.58B | $-1.78B | $-1.19B | $-1.47B | $-979M | $-2.54B | $-3.14B | $-4.48B | |
| Net Change in Cash | $-57M | $45M | $-155M | $7M | $98M | $-23M | $141M | $-59M | $-148M | $185M | $2M | · | |
| Taxes Paid | $863M | $812M | $622M | $548M | $496M | $-71M | $-396M | $-9M | $-6M | $130M | $80M | $313M | |
| Free Cash Flow | $5.75B | $5.76B | $4.00B | $3.83B | $3.96B | $3.76B | $3.38B | $2.72B | $1.94B | $1.84B | $2.45B | $1.76B | |
| Levered FCF | $5.59B | $5.60B | $3.84B | $3.66B | $3.77B | $3.56B | $3.17B | $2.47B | $2.05B | $1.46B | $2.15B | $1.47B |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 13.5% | 11.7% | 10.2% | 8.1% | 10.6% | 8.5% | 10.1% | 9.5% | -18.4% | 4.9% | 9.2% | 4.3% | |
| Pretax Margin | 16.8% | 14.5% | 12.6% | 10.1% | 12.9% | 10.3% | 12.3% | 9.2% | 4.3% | 4.4% | 10.8% | 9.1% | |
| EBITDA Margin | 1.4% | 1.3% | 2.1% | 2.8% | 3.0% | 2.7% | 2.2% | 2.5% | 2.4% | 2.2% | 2.0% | 1.5% | |
| ROA | 4.6% | 4.0% | 3.3% | 2.4% | 3.1% | 2.4% | 3.1% | · | · | · | 0.71% | 0.31% | |
| ROE | 21.4% | 18.6% | 17.3% | 13.6% | 13.2% | 9.6% | 12.9% | · | · | · | 9.4% | 4.2% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | · | · | · | 0.3 | 0.3 | |
| LT Debt / Equity | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | · | · | · | 0.3 | 0.3 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | · | · | · | 0.1 | 0.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $68.54 | $57.20 | $51.35 | $43.26 | $53.27 | $51.76 | $45.25 | · | · | · | $0.04 | $44.11 | |
| Revenue / Share | $99.02 | $88.86 | $78.74 | $67.87 | $63.23 | $56.91 | $56.84 | $52.06 | $46.67 | $46.35 | $43.22 | $40.45 | |
| Cash Flow / Share | $20.67 | $19.79 | $13.55 | $12.16 | $11.56 | $10.73 | $9.56 | $7.81 | $6.01 | $5.23 | $6.48 | $4.10 | |
| Cash / Share | $0.48 | $0.64 | $0.42 | $0.73 | $0.61 | $0.42 | $0.51 | · | · | · | $0.00 | $0.94 | |
| Dividend / Share | $2.16 | $1.93 | $1.75 | $1.58 | $1.44 | $1.30 | $1.20 | $1.10 | $0.94 | $0.86 | $0.78 | $0.66 | |
| EPS (TTM) | $13.32 | $10.35 | $7.97 | $5.46 | $6.64 | $4.76 | $5.66 | $4.95 | $-8.61 | $2.27 | $3.96 | $1.73 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.9% | 8.2% | 9.7% | -0.13% | 9.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.2% | 5.8% | 6.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 28.7% | 29.9% | 46.0% | -17.8% | 39.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 34.6% | 16.0% | 18.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 22.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 23.3% | 24.2% | 37.7% | -23.3% | 36.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 28.2% | 9.5% | 13.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 5.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $28.37B | $26.54B | $24.53B | $22.36B | $22.39B | $20.52B | $20.74B | $18.95B | $17.16B | $16.29B | $16.00B | $18.61B | |
| Net Income TTM | $3.84B | $3.11B | $2.50B | $1.82B | $2.37B | $1.74B | $2.08B | $1.81B | $-3.13B | $896M | $1.68B | $798M | |
| Market Cap | $38.16B | $31.46B | $23.99B | $23.89B | $23.12B | $17.56B | $21.85B | · | · | · | $17.46T | $17.69B | |
| Enterprise Value | $42.40B | $35.64B | $28.23B | $28.02B | $27.86B | $21.76B | $26.51B | · | · | · | $17.47T | $18.52B | |
| P/E | 10.3 | 10.6 | 10.1 | 13.9 | 10.4 | 10.3 | 10.7 | 9.0 | -6.5 | 21.0 | 11.0 | 24.1 | |
| P/S | 1.3 | 1.2 | 1.0 | 1.1 | 1.0 | 0.9 | 1.1 | · | · | · | 1091.7 | 1.0 | |
| P/B | 2.0 | 1.9 | 1.6 | 1.8 | 1.3 | 0.9 | 1.3 | · | · | · | 989.9 | 0.9 | |
| P / Tangible Book | 2.3 | 2.3 | 1.9 | 2.2 | 1.5 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 6.4 | 5.3 | 5.7 | 6.0 | 5.6 | 4.5 | 6.3 | · | · | · | 6336.4 | 9.4 | |
| P / FCF | 6.6 | 5.5 | 6.0 | 6.2 | 5.8 | 4.7 | 6.5 | · | · | · | 7130.7 | 10.0 | |
| EV / EBITDA | 107.1 | 100.1 | 55.3 | 44.8 | 41.0 | 38.7 | 58.8 | · | · | · | 46826.3 | 67.1 | |
| EV / FCF | 7.4 | 6.2 | 7.0 | 7.3 | 7.0 | 5.8 | 7.8 | · | · | · | 7132.0 | 10.5 | |
| EV / Revenue | 1.5 | 1.3 | 1.2 | 1.3 | 1.2 | 1.1 | 1.3 | · | · | · | 1091.8 | 1.0 | |
| Dividend Yield | 1.6% | 1.8% | 2.2% | 2.1% | 2.1% | 2.6% | 2.0% | · | · | · | 0.00% | 1.6% | |
| Earnings Yield | 9.7% | 9.5% | 9.9% | 7.2% | 9.6% | 9.7% | 9.3% | 11.1% | -15.3% | 4.8% | 9.1% | 4.2% | |
| Payout Ratio | 15.4% | 17.9% | 21.1% | 27.9% | 20.5% | 26.3% | 20.8% | 21.0% | -10.9% | 37.3% | 18.8% | 35.3% | |
| Annual Payout | $592M | $556M | $528M | $506M | $485M | $457M | $433M | $379M | $341M | $334M | $316M | $282M |
Income Statement
| 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 | $7.26B | $7.23B | $7.34B | $7.23B | $6.72B | $6.81B | $6.88B | $6.75B | $6.49B | $6.42B | $6.40B | $6.17B | $6.05B | $5.91B | $6.02B | $5.58B | |
| SG&A Expense | $1.22B | $1.45B | $1.48B | $1.41B | $1.14B | $1.35B | $1.37B | $1.32B | $1.28B | $1.28B | $1.21B | $1.23B | $1.23B | $1.22B | $1.20B | $1.21B | |
| Interest Expense | $50M | $50M | $49M | $50M | $50M | $50M | $50M | $49M | $50M | $50M | $49M | $50M | $50M | $50M | $50M | $50M | |
| Pretax Income | $1.23B | $1.06B | $1.41B | $1.32B | $1.17B | $783M | $1.07B | $952M | $912M | $911M | $950M | $813M | $672M | $653M | $735M | $432M | |
| Income Tax | $251M | $201M | $282M | $238M | $236M | $153M | $221M | $185M | $174M | $158M | $179M | $162M | $125M | $118M | $143M | $92M | |
| Net Income | $1.30B | $856M | $1.13B | $1.08B | $995M | $630M | $853M | $767M | $738M | $753M | $771M | $651M | $547M | $535M | $592M | $340M | |
| EPS (Basic) | $4.73 | $3.08 | $4.02 | $3.82 | $3.49 | $2.18 | $2.92 | $2.60 | $2.48 | $2.51 | $2.53 | $2.12 | $1.75 | $1.69 | $1.84 | $1.04 | |
| EPS (Diluted) | $4.68 | $3.04 | $3.96 | $3.77 | $3.44 | $2.15 | $2.88 | $2.56 | $2.44 | $2.47 | $2.49 | $2.09 | $1.73 | $1.66 | $1.82 | $1.02 | |
| Shares (Basic) | 273,300,000 | 276,100,000 | · | 280,900,000 | 283,700,000 | 286,600,000 | · | 292,600,000 | 295,500,000 | 298,100,000 | · | 304,600,000 | 309,400,000 | 314,000,000 | · | 322,100,000 | |
| Shares (Diluted) | 276,300,000 | 279,900,000 | · | 285,000,000 | 287,700,000 | 290,800,000 | · | 297,500,000 | 299,900,000 | 302,600,000 | · | 309,000,000 | 313,300,000 | 318,600,000 | · | 326,300,000 | |
| EBITDA | · | $108M | · | · | · | $92M | · | · | · | $127M | · | · | · | $129M | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $125M | $166M | $133M | $150M | $166M | $138M | $183M | $223M | $154M | $274M | · | $111M | $150M | $152M | · | $175M | |
| PP&E (Net) | $867M | $923M | $931M | $925M | $906M | $909M | $888M | $871M | $878M | $879M | · | $894M | $884M | $904M | · | $941M | |
| Accum. Depreciation | · | · | $2.60B | · | · | · | $2.50B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.64B | $1.91B | $1.91B | $1.91B | $1.91B | $1.91B | $1.91B | $1.91B | $1.91B | $1.91B | · | $1.91B | $1.91B | $1.91B | · | $1.91B | |
| Intangibles | · | · | $566M | · | · | · | $637M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $87.98B | $86.32B | $86.00B | $85.00B | $83.64B | $82.31B | $80.92B | $81.22B | $79.05B | $77.71B | · | $74.52B | $73.89B | $74.25B | · | $71.80B | |
| Total Liabilities | $68.35B | $67.43B | $67.02B | $66.55B | $66.12B | $65.46B | $64.47B | $64.21B | $63.37B | $62.24B | · | $60.84B | $59.74B | $59.91B | · | $58.85B | |
| Long-term Debt | $4.37B | $4.37B | $4.37B | $4.37B | $4.37B | $4.37B | $4.37B | $4.37B | $4.36B | $4.36B | · | $4.36B | $4.36B | $4.36B | · | $4.36B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $4M | |
| Paid-in Capital | $503M | $487M | $549M | $533M | $527M | $524M | $578M | $564M | $558M | $551M | · | $1.87B | $1.86B | $1.85B | · | $3.28B | |
| Retained Earnings | $26.55B | $25.42B | $24.74B | $23.78B | $22.85B | $22.01B | $21.53B | $20.83B | $20.21B | $19.61B | · | $18.38B | $17.86B | $17.45B | · | $16.60B | |
| Treasury Stock | $5.39B | $4.94B | $4.59B | $4.20B | $3.81B | $3.44B | $3.11B | $2.72B | $2.36B | $2.04B | · | $2.73B | $2.39B | $2.04B | · | $2.84B | |
| AOCI | $-2.37B | $-2.42B | $-2.06B | $-2.00B | $-2.38B | $-2.58B | $-2.89B | $-2.00B | $-3.07B | $-3.00B | · | $-4.18B | $-3.52B | $-3.25B | · | $-4.41B | |
| Stockholders' Equity | $19.63B | $18.89B | $18.98B | $18.45B | $17.52B | $16.84B | $16.45B | $17.01B | $15.68B | $15.47B | $15.33B | $13.68B | $14.15B | $14.34B | $13.68B | $12.96B | |
| Liabilities + Equity | $87.98B | $86.32B | $86.00B | $85.00B | $83.64B | $82.31B | $80.92B | $81.22B | $79.05B | $77.71B | · | $74.52B | $73.89B | $74.25B | · | $71.80B | |
| Shares Outstanding | 271,624,000 | 274,902,000 | 276,923,000 | 279,634,000 | 282,275,000 | 285,104,000 | 287,556,000 | 290,817,000 | 293,989,000 | 296,807,000 | 298,472,000 | 302,437,000 | 307,071,000 | 311,780,000 | 315,111,000 | 319,518,000 |
Cash Flow
| 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 | $111M | $108M | $135M | $75M | $94M | $92M | $84M | $85M | $60M | $127M | $124M | $128M | $129M | $129M | $131M | $162M | |
| Amort. of Intangibles | $17M | $18M | $18M | $18M | $17M | $18M | $18M | $18M | $17M | $18M | $18M | $18M | $17M | $18M | $18M | $18M | |
| Restructuring | · | · | $0 | $0 | $0 | $0 | $0 | $1M | $0 | $1M | $2M | $1M | $3M | $0 | $3M | $3M | |
| Other Non-cash | · | $81M | · | · | · | $263M | · | · | · | $217M | · | · | · | $207M | · | · | |
| Operating Cash Flow | $1.19B | $1.04B | $1.81B | $1.84B | $1.29B | $985M | $1.87B | $1.68B | $1.26B | $1.10B | $1.63B | $1.77B | $-49M | $871M | $1.08B | $1.52B | |
| CapEx | $-115M | $31M | $46M | $45M | $40M | $38M | $-26M | $60M | $61M | $50M | $64M | $52M | $50M | $49M | $53M | $45M | |
| Investing Cash Flow | $-551M | $-332M | $-1.30B | $-1.31B | $-743M | $-401M | $-1.36B | $-1.09B | $-888M | $-435M | $-1.17B | $-1.32B | $499M | $-446M | $-572M | $-1.09B | |
| Stock Repurchased | $466M | $450M | $400M | $400M | $415M | $400M | $414M | $400M | $350M | $350M | $350M | $350M | $350M | $350M | $350M | $350M | |
| Net Stock Activity | · | $-450M | · | · | · | $-400M | · | · | · | $-350M | · | · | · | $-350M | · | · | |
| Dividends Paid | $165M | $167M | $146M | $147M | $149M | $150M | $137M | $138M | $140M | $141M | $129M | $131M | $134M | $134M | $123M | $126M | |
| Financing Cash Flow | $-634M | $-663M | $-540M | $-544M | $-543M | $-608M | $-547M | $-520M | $-480M | $-529M | $-454M | $-489M | $-459M | $-545M | $-457M | $-480M | |
| Net Change in Cash | $1M | $43M | $-29M | $-13M | $3M | $-18M | $-47M | $71M | $-112M | $133M | $8M | $-41M | $4M | $-126M | $59M | $-63M | |
| Taxes Paid | · | · | $1.49B | $-103M | $-520M | $-4M | $1.48B | $-206M | $-455M | $-2M | $1.10B | $-12M | $-470M | $0 | $1.00B | $-175M | |
| Free Cash Flow | · | $1.01B | · | · | · | $947M | · | · | · | $1.05B | · | · | · | $822M | · | · | |
| Levered FCF | · | $974M | · | · | · | $907M | · | · | · | $1.01B | · | · | · | $781M | · | · |
Profitability
| 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 | 17.9% | 11.8% | · | 14.9% | 14.2% | 9.2% | · | 11.4% | 11.4% | 11.7% | · | 10.5% | 9.0% | 9.0% | · | 6.1% | |
| Pretax Margin | 17.0% | 14.6% | · | 18.2% | 17.8% | 11.5% | · | 14.1% | 14.1% | 14.2% | · | 13.2% | 11.1% | 11.1% | · | 7.7% | |
| EBITDA Margin | · | 1.5% | · | · | · | 1.4% | · | · | · | 2.0% | · | · | · | 2.2% | · | · | |
| ROA | 1.5% | 1.0% | · | 1.3% | 1.2% | 0.79% | · | 0.99% | 0.97% | 0.99% | · | 0.89% | 0.75% | 0.72% | · | 0.46% | |
| ROE | 7.0% | 4.8% | · | 6.1% | 6.0% | 3.9% | · | 5.0% | 5.0% | 5.1% | · | 4.9% | 3.9% | 3.5% | · | 2.2% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Per Share
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $72.28 | $68.71 | · | $65.98 | $62.06 | $59.08 | · | $58.48 | $53.34 | $52.11 | · | $45.23 | $46.09 | $45.99 | · | $40.55 | |
| Revenue / Share | $26.29 | $25.82 | · | $25.38 | $24.29 | $23.42 | · | $22.69 | $21.63 | $21.21 | · | $19.96 | $19.31 | $18.55 | · | $17.10 | |
| Cash Flow / Share | · | $3.73 | · | · | · | $3.39 | · | · | · | $3.63 | · | · | · | $2.73 | · | · | |
| Cash / Share | $0.46 | $0.60 | · | $0.54 | $0.59 | $0.48 | · | $0.77 | $0.52 | $0.92 | · | $0.37 | $0.49 | $0.49 | · | $0.55 | |
| Dividend / Share | $0.60 | $0.60 | $0.60 | $0.52 | $0.52 | $0.52 | $0.52 | $0.47 | $0.47 | $0.47 | $0.47 | $0.42 | $0.42 | $0.42 | $0.42 | $0.39 | |
| EPS (TTM) | $15.45 | $14.21 | · | $12.24 | $11.03 | $10.03 | · | $9.96 | $9.49 | $8.78 | · | $7.30 | $6.23 | $5.82 | · | $5.74 |
Valuation (TTM)
| 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 | $29.06B | $28.51B | · | $27.64B | $27.16B | $26.93B | · | $26.06B | $25.47B | $25.04B | · | $24.14B | $23.55B | $22.88B | · | $22.16B | |
| Net Income TTM | $4.37B | $4.06B | · | $3.56B | $3.25B | $2.99B | · | $3.03B | $2.91B | $2.72B | · | $2.33B | $2.01B | $1.91B | · | $1.96B | |
| Market Cap | $36.00B | $37.17B | · | $37.30B | $35.81B | $35.28B | · | $34.20B | $29.56B | $30.59B | · | $21.45B | $22.12B | $21.73B | · | $19.79B | |
| P/E | 8.6 | 9.5 | · | 10.9 | 11.5 | 12.3 | · | 11.8 | 10.6 | 11.7 | · | 9.7 | 11.6 | 12.0 | · | 10.8 | |
| P/S | 1.2 | 1.3 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | |
| P/B | 1.8 | 2.0 | · | 2.0 | 2.0 | 2.1 | · | 2.0 | 1.9 | 2.0 | · | 1.6 | 1.6 | 1.5 | · | 1.5 | |
| P / Tangible Book | 2.0 | 2.2 | · | 2.3 | 2.3 | 2.4 | · | 2.3 | 2.1 | 2.3 | · | 1.8 | 1.8 | 1.7 | · | 1.8 | |
| P / Cash Flow | · | 35.6 | · | · | · | 35.8 | · | · | · | 27.9 | · | · | · | 24.9 | · | · | |
| Dividend Yield | 1.7% | 1.6% | · | 1.6% | 1.6% | 1.6% | · | 1.6% | 1.8% | 1.8% | · | 2.4% | 2.3% | 2.4% | · | 2.5% | |
| Earnings Yield | 11.7% | 10.5% | · | 9.2% | 8.7% | 8.1% | · | 8.5% | 9.4% | 8.5% | · | 10.3% | 8.6% | 8.3% | · | 9.3% | |
| Payout Ratio | · | 19.5% | · | · | · | 23.8% | · | · | · | 18.7% | · | · | · | 25.1% | · | · | |
| Annual Payout | $625M | $609M | · | $583M | $574M | $565M | · | $548M | $541M | $535M | · | $522M | $517M | $510M | · | $503M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $28.37B | $26.54B | $24.53B | $22.36B | $22.39B |
| Net Income | $3.84B | $3.11B | $2.50B | $1.82B | $2.37B |
| Diluted EPS | $13.32 | $10.35 | $7.97 | $5.46 | $6.64 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $5.75B | $5.76B | $4.00B | $3.83B | $3.96B |
Institutional owners (13F) 1,276 filers · $37.7B 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
1,276
Value held
$37.7B
New positions
104
Exited positions
85
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 104 (-43 vs prior Q) | 85 (-4 vs prior Q) | 414 (-42 vs prior Q) | 465 (+91 vs prior Q) | +2.7M |
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 | $5,068,954,535 | 36,784,866 | 13.45% | Shares |
| BlackRock, Inc. | $4,067,052,114 | 30,690,101 | 10.79% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $2,370,087,865 | 17,884,756 | 6.29% | Shares |
| STATE STREET CORP | $2,139,124,213 | 16,070,450 | 5.68% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2,085,058,946 | 15,733,919 | 5.53% | Shares |
| FMR LLC | $1,392,094,302 | 10,504,786 | 3.69% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $1,095,090,129 | 8,241,043 | 2.91% | Shares |
| Invesco Ltd. | $751,035,989 | 5,667,341 | 1.99% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $634,508,462 | 4,787,638 | 1.68% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $605,686,849 | 4,541,062 | 1.61% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $594,245,382 | 4,394,331 | 1.58% | Shares |
| NORGES BANK | $580,320,850 | 4,379,119 | 1.54% | Shares |
| MORGAN STANLEY | $523,310,321 | 3,948,913 | 1.39% | Shares |
| FIRST TRUST ADVISORS LP | $506,539,382 | 3,822,362 | 1.34% | Shares |
| NORTHERN TRUST CORP | $476,526,946 | 3,595,887 | 1.26% | Shares |
| FRANKLIN RESOURCES INC | $467,153,674 | 3,525,156 | 1.24% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $384,554,464 | 2,856,115 | 1.02% | Shares |
| JPMORGAN CHASE & CO | $382,649,608 | 2,866,502 | 1.02% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $351,055,153 | 2,649,073 | 0.93% | Shares |
| BANK OF AMERICA CORP /DE/ | $350,777,454 | 2,646,977 | 0.93% | Shares |
| Legal & General Group Plc | $346,877,196 | 2,617,546 | 0.92% | Shares |
| Bank of New York Mellon Corp | $337,906,627 | 2,549,854 | 0.90% | Shares |
| Qube Research & Technologies Ltd | $323,670,691 | 2,442,429 | 0.86% | Shares |
| Newport Trust Company, LLC | $313,838,370 | 2,368,234 | 0.83% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $311,527,883 | 2,350,799 | 0.83% | Shares |
| GOLDMAN SACHS GROUP INC | $305,624,987 | 2,306,255 | 0.81% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $249,366,329 | 1,881,726 | 0.66% | Shares |
| Amundi | $238,194,895 | 1,797,426 | 0.63% | Shares |
| Bahl & Gaynor LLC | $236,404,340 | 1,783,914 | 0.63% | Shares |
| UBS Group AG | $229,671,472 | 1,733,108 | 0.61% | Shares |
| CITADEL ADVISORS LLC | $222,092,786 | 1,675,919 | 0.59% | Shares |
| AustralianSuper Pty Ltd | $220,270,106 | 1,662,165 | 0.58% | Shares |
| Allianz Asset Management GmbH | $206,335,098 | 1,557,011 | 0.55% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $203,960,604 | 1,539,093 | 0.54% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $195,636,306 | 1,476,278 | 0.52% | Shares |
| AMERICAN CENTURY COMPANIES INC | $177,553,008 | 1,339,818 | 0.47% | Shares |
| Robeco Institutional Asset Management B.V. | $166,448,697 | 1,256,027 | 0.44% | Shares |
| ROYAL BANK OF CANADA | $160,291,000 | 1,209,563 | 0.43% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $155,244,132 | 1,171,477 | 0.41% | Shares |
| GREAT LAKES ADVISORS, LLC | $154,516,140 | 1,165,981 | 0.41% | Shares |
| HSBC HOLDINGS PLC | $152,497,903 | 1,148,426 | 0.40% | Shares |
| DEUTSCHE BANK AG\ | $145,575,472 | 1,098,517 | 0.39% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $143,595,757 | 1,083,578 | 0.38% | Shares |
| TWO SIGMA INVESTMENTS, LP | $142,624,120 | 1,076,246 | 0.38% | Shares |
| Caisse de depot et placement du Quebec | $142,023,937 | 1,071,717 | 0.38% | Shares |
| Nuveen, LLC | $119,714,365 | 903,369 | 0.32% | Shares |
| Point72 Asset Management, L.P. | $112,069,381 | 845,679 | 0.30% | Shares |
| ASSETMARK, INC | $104,364,029 | 787,534 | 0.28% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $104,129,843 | 785,767 | 0.28% | Shares |
| Swiss National Bank | $102,782,512 | 775,600 | 0.27% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| The Hartford Financial Services Group, Inc. | Aug. 31, 2018 | · | Initial filing | M&A / sale | SEC |
| Paulson & Co. Inc. ×2 filings | March 9, 2012 | · | 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.
Company insiders 78 insiders · 26 officers · 19 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| AYER RAMANI | Chairman and CEO | Feb. 25, 2009 A | 297,028 | 0 | 0 | $0 |
| JOHNSON DAVID M /CT | Exec. Vice President and CFO | Feb. 21, 2008 M | 57,512 | 0 | 0 | $0 |
| Adin M Tooker | President | May 27, 2026 M | 38,208 | 0 | 3 | $-3,297,652 |
| Thomas M Marra | President and COO | Feb. 18, 2009 F | 159,262 | 0 | 0 | $0 |
| Raymond J Sprague | Executive Vice President | March 1, 2016 A | 45,426 | 0 | 0 | $0 |
| James E Davey | Executive Vice President | July 1, 2015 M | 984 | 0 | 0 | $0 |
| Alan J Kreczko | E.V.P. and General Counsel | Feb. 27, 2015 F | 41,188 | 0 | 0 | $0 |
| Liam E Mcgee | Chairman | Nov. 3, 2014 M | 2,058 | 0 | 0 | $0 |
| Napoli Andre | Executive Vice President | March 4, 2014 A | 6,022 | 0 | 0 | $0 |
| Robert H. Bateman | SVP and Controller | March 5, 2013 A | 28,267 | 0 | 0 | $0 |
| David N Levenson | Executive Vice President | Aug. 10, 2012 M | 546 | 0 | 0 | $0 |
| Hugh T.M. Whelan | Senior Vice President | May 8, 2012 M | 5,551 | 0 | 0 | $0 |
| Eileen Goss Whelley | Executive Vice President | May 8, 2012 M | 10,753 | 0 | 0 | $0 |
| James M Eckerle | Executive Vice President | Feb. 28, 2012 A | 56,174 | 0 | 0 | $0 |
| Karen C Tripp | Executive Vice President | Feb. 28, 2012 A | 6,846 | 0 | 0 | $0 |
| Lizabeth H Zlatkus | Executive Vice President | Aug. 10, 2011 M | 21,805 | 0 | 0 | $0 |
| Gregory Mcgreevey | Executive Vice President | Aug. 3, 2011 M | 0 | 0 | 0 | $0 |
| Andrew J Pinkes | Executive Vice President | March 1, 2011 A | 1,121 | 0 | 0 | $0 |
| Juan C Andrade | Executive Vice President | Aug. 6, 2010 F | 34,812 | 0 | 0 | $0 |
| John Clinton Walters | Executive Vice President | May 3, 2010 F | 28,936 | 0 | 0 | $0 |
| Constance K Weaver | Sr. Vice President | Feb. 25, 2010 F | 5,300 | 0 | 0 | $0 |
| David M Znamierowski | Executive Vice President | Feb. 26, 2008 A | 17,290 | 0 | 0 | $0 |
| Neal S Wolin | Executive Vice President | Feb. 26, 2008 A | 26,441 | 0 | 0 | $0 |
| ZWIENER DAVID K | Executive Vice President | July 30, 2007 M | 106,030 | 0 | 0 | $0 |
| Ann M De Raismes | Executive Vice President | April 30, 2007 M | 10,145 | 0 | 0 | $0 |
| Robert J Price | Sr. Vice Pres. and Controller | Feb. 27, 2007 A | 5,514 | 0 | 0 | $0 |
| Annette Rippert | Director | July 27, 2026 A | 4,526 | 0 | 0 | $0 |
| Teresa Wynn Roseborough | Director | July 27, 2026 A | 1,356 | 0 | 0 | $0 |
| Kathleen A Winters | Director | July 27, 2026 A | 4,692 | 0 | 0 | $0 |
| Matthew E Winter | Director | July 27, 2026 A | 7,578 | 0 | 0 | $0 |
| Carlos Dominguez | Director | July 27, 2026 A | 16,889 | 0 | 0 | $0 |
| Larry D De Shon | Director | July 27, 2026 A | 1,356 | 0 | 0 | $0 |
| Virginia P Ruesterholz | Director | July 27, 2026 A | 17,097 | 0 | 0 | $0 |
| Thomas A Bartlett | Director | July 27, 2026 A | 1,356 | 0 | 0 | $0 |
| Trevor Fetter | Director | July 27, 2026 A | 62,714 | 0 | 0 | $0 |
| Donna James | Director | July 27, 2026 A | 11,885 | 0 | 0 | $0 |
| KIRK PAUL G JR | Director | Nov. 1, 2013 D | 24,818 | 0 | 0 | $0 |
| Edward J Kelly III | Director | July 31, 2009 A | 14,808 | 0 | 0 | $0 |
| Ramon De Oliveira | Director | March 31, 2009 A | 6,111 | 0 | 0 | $0 |
| Robert W Selander | Director | April 18, 2008 M | 9,152 | 0 | 0 | $0 |
| Ronald E Ferguson | Director | Feb. 17, 2005 A | 2,153 | 0 | 0 | $0 |
| ULMER GORDON I | Director | Feb. 18, 2004 A | 12,935 | 0 | 0 | $0 |
| Christopher Swift | · | Aug. 7, 2026 G | 41,569 | 0 | 8 | $-41,761,550 |
| Shekar Pannala | · | May 4, 2026 F | 8,546 | 0 | 0 | $0 |
| Prateek Chhabra | · | April 6, 2026 F | 15,046 | 0 | 0 | $0 |
| Donald Christian Hunt | · | April 6, 2026 F | 2,549 | 0 | 0 | $0 |
| Allison G Niderno | · | April 6, 2026 F | 625 | 0 | 2 | $-151,877 |
| Lori A Rodden | · | March 10, 2026 M | 25,392 | 0 | 4 | $-7,383,025 |
| Amy Stepnowski | · | Feb. 24, 2026 A | 31,537 | 0 | 0 | $0 |
| Beth Ann Costello | · | Feb. 24, 2026 A | 92,988 | 0 | 2 | $-4,826,796 |
| Robert W Paiano | · | May 15, 2025 S | 22,580 | 0 | 0 | $0 |
| Michael Fish | · | Feb. 25, 2025 A | 2,169 | 0 | 0 | $0 |
| Deepa Soni | · | Feb. 25, 2025 A | 38,006 | 0 | 0 | $0 |
| Greig A Woodring | · | July 29, 2024 A | 1,726 | 0 | 0 | $0 |
| Michael R Fisher | · | July 1, 2024 S | 14,818 | 0 | 0 | $0 |
| Jonathan R Bennett | · | May 9, 2024 M | 25,643 | 0 | 0 | $0 |
| Claire H. Burns | · | Feb. 27, 2024 A | 12,647 | 0 | 0 | $0 |
| Stephanie C Bush | · | Feb. 20, 2024 M | 18,758 | 0 | 0 | $0 |
| John J. Kinney | · | Feb. 20, 2024 M | 20,558 | 0 | 0 | $0 |
| David C Robinson | · | Feb. 20, 2024 M | 24,152 | 0 | 0 | $0 |
| Edmund Reese | · | July 31, 2023 A | 6,420 | 0 | 0 | $0 |
| Scott R. Lewis | · | Feb. 27, 2023 F | 21,379 | 0 | 0 | $0 |
| ELLIOT DOUGLAS G | · | Nov. 1, 2022 M | 251,133 | 0 | 0 | $0 |
| Kathryn A Mikells | · | Aug. 1, 2022 A | 46,308 | 0 | 0 | $0 |
| Robert B. Allardice III | · | Nov. 2, 2021 S | 7,943 | 0 | 0 | $0 |
| Michael G Morris | · | July 30, 2021 A | 31,960 | 0 | 0 | $0 |
| William A Bloom | · | July 20, 2021 S | 5,353 | 0 | 0 | $0 |
| Kathleen M Bromage | · | Feb. 23, 2021 A | 37,457 | 0 | 0 | $0 |
| Brion S Johnson | · | Feb. 25, 2020 A | 34,301 | 0 | 0 | $0 |
| Martha Gervasi | · | Sept. 17, 2019 M | 15,210 | 0 | 0 | $0 |
| Julie Richardson | · | Aug. 5, 2019 A | 29,138 | 0 | 0 | $0 |
| Stephen P Mcgill | · | July 30, 2018 A | 4,290 | 0 | 0 | $0 |
| Thomas A Renyi | · | July 30, 2018 A | 29,895 | 0 | 0 | $0 |
| John A Wilcox | · | Feb. 27, 2018 A | 12,296 | 0 | 0 | $0 |
| Charles B Strauss | · | July 31, 2017 A | 2,909 | 0 | 0 | $0 |
| Patrick H Swygert | · | July 31, 2017 A | 10,469 | 0 | 0 | $0 |
| Robert Rupp | · | Feb. 28, 2017 A | 38,133 | 0 | 0 | $0 |
| Gail J Mcgovern | · | July 31, 2009 A | 14,808 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 154 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 |
|---|---|---|---|---|
| KBWP · Invesco Exchange-Traded Fund Trust … | 3.91% | 85,929 SH | Oct. 2, 2026 | Daily |
| LYLD · Cambria ETF Trust | 2.02% | 1,030 NS | July 31, 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1.87% | 473,842 NS | July 31, 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 1.79% | 28,694 SH | Oct. 2, 2026 | Daily |
| FFLV · FIDELITY COVINGTON TRUST | 1.76% | 2,043 NS | July 31, 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1.69% | 134,158 NS | July 31, 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 1.35% | 14,106 SH | Oct. 2, 2026 | Daily |
| SUSA · iShares Trust | 1.35% | 397,862 SH | Sept. 11, 2026 | Daily |
| RSPF · Invesco Exchange-Traded Fund Trust | 1.29% | 38,187 SH | Oct. 2, 2026 | Daily |
| HUSV · First Trust Exchange-Traded Fund III | 1.19% | 6,206 NS | July 31, 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1.18% | 191,021 SH | Oct. 2, 2026 | Daily |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1.03% | 561,614 SH | Oct. 2, 2026 | Daily |
| CVY · Invesco Exchange-Traded Fund Trust | 0.96% | 8,897 SH | Oct. 2, 2026 | Daily |
| VAMO · Cambria ETF Trust | 0.94% | 7,188 NS | July 31, 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0.92% | 90,716 NS | July 31, 2026 | N-PORT |
| EVUS · iShares Trust | 0.92% | 25,445 SH | Sept. 11, 2026 | Daily |
| FLRG · FIDELITY COVINGTON TRUST | 0.83% | 16,952 NS | July 31, 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0.78% | 13,389 NS | July 31, 2026 | N-PORT |
| UPSD · ETF Series Solutions | 0.75% | 6,173 NS | July 31, 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0.73% | 43,107 NS | July 31, 2026 | N-PORT |
| DYNF · BlackRock ETF Trust | 0.67% | 2,034,305 SH | Sept. 11, 2026 | Daily |
| FBCV · FIDELITY COVINGTON TRUST | 0.64% | 7,973 NS | July 31, 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0.63% | 1,760,936 SH | Aug. 19, 2026 | Daily |
| PGF · Invesco Exchange-Traded Fund Trust | 0.63% | 175,597 | Oct. 2, 2026 | Daily |
| ESGU · iShares Trust | 0.61% | 803,221 SH | Sept. 11, 2026 | Daily |
| NUMV · Nushares ETF Trust | 0.59% | 18,508 NS | July 31, 2026 | N-PORT |
| BKDV · BNY Mellon ETF Trust II | 0.59% | 76,664 NS | July 31, 2026 | N-PORT |
| IYF · iShares Trust | 0.57% | 182,706 SH | Sept. 11, 2026 | Daily |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 0.57% | 160,000 | Oct. 2, 2026 | Daily |
| VLLU · Harbor ETF Trust | 0.53% | 172 NS | July 31, 2026 | N-PORT |
| IMCV · iShares Trust | 0.52% | 44,481 SH | Sept. 11, 2026 | Daily |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.48% | 53,165 NS | July 31, 2026 | N-PORT |
| FDLO · FIDELITY COVINGTON TRUST | 0.47% | 46,692 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.46% | 5,479 NS | July 31, 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0.46% | 217,018 NS | July 31, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.43% | 72,343 NS | July 31, 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0.43% | 447,974 SH | Aug. 19, 2026 | Daily |
| EQIN · Columbia ETF Trust I | 0.41% | 8,773 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.39% | 12,666 NS | July 31, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.38% | 12,376 NS | July 31, 2026 | N-PORT |
| RPV · Invesco Exchange-Traded Fund Trust | 0.37% | 49,192 SH | Oct. 2, 2026 | Daily |
| IWS · iShares Trust | 0.37% | 409,227 SH | Sept. 11, 2026 | Daily |
| VO · VANGUARD INDEX FUNDS | 0.35% | 5,940,953 SH | Aug. 19, 2026 | Daily |
| FAS · Direxion Shares ETF Trust | 0.33% | 54,015 NS | July 31, 2026 | N-PORT |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.32% | 480,921 SH | Oct. 2, 2026 | Daily |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.31% | 515,423 | Oct. 2, 2026 | Daily |
| FEUS · FlexShares Trust | 0.29% | 2,310 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.28% | 1,121,846 SH | Sept. 11, 2026 | Daily |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 47,864 NS | July 31, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.27% | 9,561 SH | Aug. 19, 2026 | Daily |
| IMCB · iShares Trust | 0.26% | 32,067 SH | Sept. 11, 2026 | Daily |
| FTLS · First Trust Exchange-Traded Fund III | 0.25% | 44,401 NS | July 31, 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.24% | 138,866 NS | July 31, 2026 | N-PORT |
| IXG · iShares Trust | 0.23% | 11,806 SH | Sept. 11, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.23% | 8,504 NS | July 31, 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.22% | 304,000 | Oct. 2, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.22% | 234,880 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.21% | 346 SH | Sept. 11, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.21% | 11,187 SH | Aug. 19, 2026 | Daily |
| EUSA · iShares, Inc. | 0.20% | 28,369 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.19% | 6,005 SH | Sept. 11, 2026 | Daily |
| DIVB · iShares Trust | 0.19% | 28,469 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 1,429,311 SH | Oct. 2, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.19% | 30,185 NS | July 31, 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0.17% | 2,500 NS | July 31, 2026 | N-PORT |
| VLUE · iShares Trust | 0.17% | 116,704 SH | Sept. 11, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.17% | 12,686 SH | Oct. 2, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.17% | 6,441 NS | July 31, 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.16% | 1,548,703 SH | Aug. 19, 2026 | Daily |
| PFF · iShares Trust | 0.16% | 848,811 SH | Sept. 11, 2026 | Daily |
| DGRO · iShares Trust | 0.15% | 477,986 SH | Sept. 11, 2026 | Daily |
| USXF · iShares Trust | 0.15% | 16,308 SH | Sept. 11, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.15% | 1,092,196 SH | Aug. 19, 2026 | Daily |
| VTV · VANGUARD INDEX FUNDS | 0.14% | 2,606,723 SH | Aug. 19, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.14% | 105,981 SH | Oct. 2, 2026 | Daily |
| USMV · iShares Trust | 0.13% | 232,944 SH | Sept. 11, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.13% | 63,117 SH | Aug. 19, 2026 | Daily |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.13% | 4,113,000 | Oct. 2, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.13% | 7,808 SH | Oct. 2, 2026 | Daily |
| QUAL · iShares Trust | 0.13% | 430,642 SH | Sept. 11, 2026 | Daily |
| IVE · iShares Trust | 0.13% | 454,836 SH | Sept. 11, 2026 | Daily |
| HAPI · Harbor ETF Trust | 0.13% | 4,345 NS | July 31, 2026 | N-PORT |
| ESG · FlexShares Trust | 0.13% | 1,170 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.12% | 239,258 SH | Sept. 11, 2026 | Daily |
| IQSU · New York Life Investments ETF Trust | 0.11% | 2,646 NS | July 31, 2026 | N-PORT |
| SUSL · iShares Trust | 0.11% | 9,699 SH | Sept. 11, 2026 | Daily |
| ILCV · iShares Trust | 0.11% | 10,618 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.11% | 362,815 NS | July 31, 2026 | N-PORT |
| DSI · iShares Trust | 0.11% | 41,825 SH | Sept. 11, 2026 | Daily |
| AQLT · iShares Trust | 0.10% | 2,442 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.10% | 609,072 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.10% | 165,177 SH | Aug. 19, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.10% | 23,398 NS | July 31, 2026 | N-PORT |
| ESGG · FlexShares Trust | 0.09% | 722 NS | July 31, 2026 | N-PORT |
| EGLE · Global X Funds | 0.09% | 14 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.08% | 65,576 SH | Oct. 2, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.08% | 72,751 NS | July 31, 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0.07% | 795 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.07% | 166 SH | Sept. 11, 2026 | Daily |
| CATH · Global X Funds | 0.07% | 6,315 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.06% | 228 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.06% | 3,147 SH | Sept. 11, 2026 | Daily |
| CHRI · Global X Funds | 0.06% | 36 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.06% | 16 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.06% | 23,837 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.06% | 14,124 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 3,853 SH | Oct. 2, 2026 | Daily |
| XYLD · Global X Funds | 0.06% | 13,754 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.06% | 7,119,173 SH | Aug. 19, 2026 | Daily |
| VV · VANGUARD INDEX FUNDS | 0.06% | 320,188 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.06% | 61,886 SH | Aug. 19, 2026 | Daily |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.06% | 37,600 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.06% | 4,615 NS | July 31, 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0.06% | 24 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.06% | 85,263 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.06% | 3,455,484 SH | Sept. 11, 2026 | Daily |
| XYLG · Global X Funds | 0.06% | 258 NS | July 31, 2026 | N-PORT |
| ILCB · iShares Trust | 0.06% | 5,331 SH | Sept. 11, 2026 | Daily |
| XTR · Global X Funds | 0.06% | 19 NS | July 31, 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.06% | 1,034 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.05% | 6,597 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.05% | 188,912 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.05% | 11,702 SH | Sept. 11, 2026 | Daily |
| USCL · iShares Trust | 0.05% | 10,989 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.05% | 367,255 SH | Sept. 11, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.05% | 1,612 SH | Oct. 2, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.05% | 47,497 SH | Oct. 2, 2026 | Daily |
| IWV · iShares Trust | 0.05% | 75,187 SH | Sept. 11, 2026 | Daily |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.05% | 6,743 SH | Oct. 2, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.05% | 8,703,693 SH | Aug. 19, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.05% | 3,308 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.05% | 45,146 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.05% | 23,066 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.05% | 1,007 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.05% | 7,584 NS | July 31, 2026 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0.05% | 1,914 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.05% | 795 SH | Sept. 11, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.05% | 21,433 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.04% | 213 SH | Oct. 2, 2026 | Daily |
| URTH · iShares, Inc. | 0.04% | 24,575 SH | Sept. 11, 2026 | Daily |
| GTO · Invesco Actively Managed Exchange-T… | 0.04% | 1,135,000 | Oct. 2, 2026 | Daily |
| ACWI · iShares Trust | 0.04% | 88,803 SH | Sept. 11, 2026 | Daily |
| GTOS · Invesco Actively Managed Exchange-T… | 0.03% | 36,000 | Oct. 2, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.03% | 227,820 SH | Aug. 19, 2026 | Daily |
| LRGF · iShares Trust | 0.03% | 6,848 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.03% | 9,486 SH | Oct. 2, 2026 | Daily |
| CRBN · iShares Trust | 0.02% | 2,055 SH | Sept. 11, 2026 | Daily |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| IAK · iShares Trust | · | 146,098 SH | Sept. 11, 2026 | Daily |
| VCEB · VANGUARD WORLD FUND | · | · | July 30, 2026 | Daily |
HIG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 29 analysts
BUY
Median target
$149.00
+18.2%
3 10.3%
Strong Buy
11 37.9%
Buy
15 51.7%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
20 analysts · 2026-10-01Mean target $149.40 +18.5%
← Below all targets
Current price $126.05
Low$135.00
Mean$149.40
High$164.00
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 |
|---|---|---|---|---|---|---|
| HIG | $38.16B | 10.3 | 6.9% | 13.5% | 21.4% | · |
| PGR | · | 11.8 | 16.3% | 12.9% | 40.5% | · |
| TRV | $63.09B | 10.6 | 5.2% | 12.9% | 20.6% | · |
| ALL | $54.12B | 5.5 | 5.6% | 15.2% | 39.5% | · |
| AIG | $46.04B | 15.8 | -1.8% | 11.6% | 7.4% | · |
| WRB | $26.45B | 15.8 | 7.8% | 12.1% | 19.7% | · |
| CINF | $25.38B | 10.8 | 11.4% | 18.9% | 16.0% | · |
| L | · | 13.2 | 5.4% | 9.0% | 9.3% | · |
| MKL | $27.06B | 12.7 | 4.7% | 13.6% | 11.9% | · |
| AIZ | · | · | · | · | · | · |
| CNA | $12.92B | 10.2 | 5.0% | 8.5% | 11.6% | · |
Latest News Recent headlines mentioning this company
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.
Source: SEC 10-Q filed Jul 23, 2026