OMC Omnicom Group Inc. Common Stock
About Omnicom Group Inc. Common Stock Company overview from Wikipedia
Omnicom Group Inc. is an American multinational media, marketing, and corporate communications holding company headquartered in New York City. Its branded networks and specialty firms provide services in four disciplines: advertising, customer relationship management (CRM), public relations, and specialty services. The services included in these disciplines are media planning and buying, digital and interactive marketing, sports and events marketing, field marketing, and brand consultancy.
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Omnicom Group Inc. is an American multinational media, marketing, and corporate communications holding company headquartered in New York City. Its branded networks and specialty firms provide services in four disciplines: advertising, customer relationship management (CRM), public relations, and specialty services. The services included in these disciplines are media planning and buying, digital and interactive marketing, sports and events marketing, field marketing, and brand consultancy.
Omnicom Group serves as the parent company of Omnicom Media Group, comprising the agencies OMD, PHD, and Hearts & Science, as well as the global advertising agency networks BBDO, DDB, and TBWA. Omnicom Group also manages Flywheel, DAS Group of Companies (comprising the Health Group, the Precision Marketing Group, the Commerce Group, and the Advertising Collective), and the Communications Consultancy Network.
In 2014, Omnicom was considered the second largest advertising holding company by The Wall Street Journal. As of 2024, the company employs around 74,900 employees globally.
History
In 1986, Allen Rosenshine, Keith Reinhard, and John Bernbach (son of William Bernbach) co-created Omnicom in a three-way merger of BBDO Worldwide, Doyle Dane Bernbach, and Needham Harper Worldwide. In 1989, Rosenshine stepped down as chairman of Omnicom to return to his role running BBDO, and Bruce Crawford (who had preceded Rosenshine as CEO of BBDO before leaving to run the Metropolitan Opera in 1985) was named chairman of Omnicom. In 1997, John Wren, the number two executive at Omnicom, became the company's chief executive officer, while Crawford remained as chairman.
In July 2013, it was announced that Publicis Groupe and Omnicom Group would merge to form Publicis Omnicom Group. However, in May 2014, it was announced that the deal had fallen through and the merger would not happen.
By 2014, Omnicom was the second largest agency holding company and had revenue of over $15 billion. Omnicom launched Omniwomen in April 2014 with the goal of increasing the number and influence of female leaders within the organization. Omniwomen has more than 10 branches in the US, UK, Canada, France, Germany, China, and the United Arab Emirates.
In July 2017, Omnicom announced that Gracia Martore, former president and CEO of Tegna, Inc., had joined its board as an independent director. Her appointment brought the total to 13 directors, 11 of which were independent. In February 2018, Ronnie S. Hawkins was appointed to the company's board as an independent director, bringing the total to 14 members, 12 of which were independent. In May 2018, Omnicom Group brought its language strategy agency, maslansky + partners, to Australia.
In November 2021, Daryl Simm was promoted to president and COO. The next month, Florian Adamski was announced as the next CEO of Omnicom Media Group, after previously working as CEO at OMD Worldwide.
In October 2023, Omnicom acquired e-commerce company Flywheel Digital for $835 million. Flywheel was previously a subsidiary of UK-based Ascential.
In December 2024, Omnicom Group and Interpublic Group (IPG) announced advanced merger discussions. On the New York Stock Exchange, the new firm would keep the Omnicom name and trade as "OMC", with John Wren as chairman and CEO of Omnicom and Phil Angelastro as chief financial officer and executive vice president. In June 2025, the Federal Trade Commission approved Omnicom's acquisition of Interpublic for $13.5 billion, subject to a consent decree prohibiting the merged company from employing third-party services that evaluate media outlets based on "viewpoints as to the veracity of news reporting" and "adherence to journalistic standards or ethics"—a condition targeting media watchdog services such as NewsGuard. The merger was completed on November 26, 2025.
Operations
Omnicom is composed of five major agency networks that oversee 1500+ agencies as parent companies. The networks are BBDO Worldwide, Diversified Agency Services (DAS), DDB Worldwide, Omnicom Media Group (OMG), and TBWA Worldwide.
BBDO Worldwide, one of the companies present from the initial merger, is a creative agency which has been recognized as one of the most creative networks in the world. Proximity Worldwide, founded in 2000, is BBDO's digitally focused marketing arm. In January 2016, BBDO acquired a majority stake in Wednesday Agency Group. At the 2017 Cannes Lions International Festival of Creativity, BBDO was awarded "Network of the Year" for the sixth time. Clemenger BBDO Melbourne was named "Agency of the Year". BBDO was the top agency network featured in the 2018 WARC 100, an annual ranking of advertising and media effectiveness. In 2018, several of the BBDO agencies were ranked in the top 10 awarded individual agencies in the world by The Gunn Report.
The DAS Group of Companies comprises more than 200 companies focused on public relations, CRM, healthcare, events, promotional marketing, vehicle testing, branding and research. In 2016 and 2017 respectively, Omnicom formed two separate holding groups for healthcare and PR agencies: Omnicom Health Group and Omnicom Precision Marketing Group. Later in 2016, Omnicom Health Group acquired majority stakes in Biopharm Communications and Rabin Martin. In 2018, Omnicom Health Group acquired Snow Companies, a patient engagement communications agency. That same year, Omnicom Precision Marketing Group acquired a majority stake in Credera.
DDB Worldwide, one of the three initial companies, is a global advertising network. In November 2015, DDB acquired Grupo ABC, the largest advertising group in Brazil. In June 2016, DDB Health was launched as a combination of healthcare-focused advertising agencies, which added medical and healthcare brand services to DDB's profile. Some of the businesses included in the DDB Worldwide unit are Tribal Worldwide, TracyLocke, adam&eveDDB, Roberts + Langer, Spike DDB, Rodgers Townsend, ONC Worldwide, Alma and Uproar!@DDB.
Omnicom Media Group is the media division of Omnicom. In 2017, three Omnicom Media Group agency networks competed at the Cannes Lions International Festival of Creativity, including OMD Worldwide, which was named "Media Network of the Year".
TBWA is a global agency network, normally billed as "The Disruption Company". It was purchased in 1993 and then merged with the Chiat Day firm in 1995; however, some of the company's offices in the US still retain the TBWA\Chiat\Day name. Companies operating under the TBWA network include Media Arts Lab, Digital Arts Network (DAN), Lucky Generals, Designory, NEBOKO, and other TBWA-branded regional agencies.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
OMC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
OMC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| June 10, 2026 | $0.8000 |
| March 11, 2026 | $0.8000 |
| Dec. 19, 2025 | $0.8000 |
| Sept. 2, 2025 | $0.7000 |
| June 10, 2025 | $0.7000 |
| March 11, 2025 | $0.7000 |
| Dec. 20, 2024 | $0.7000 |
| Sept. 20, 2024 | $0.7000 |
| June 10, 2024 | $0.7000 |
| March 8, 2024 | $0.7000 |
| Dec. 21, 2023 | $0.7000 |
| Sept. 20, 2023 | $0.7000 |
| June 8, 2023 | $0.7000 |
| March 9, 2023 | $0.7000 |
| Dec. 20, 2022 | $0.7000 |
| Sept. 20, 2022 | $0.7000 |
| June 9, 2022 | $0.7000 |
| March 9, 2022 | $0.7000 |
| Dec. 20, 2021 | $0.7000 |
| Sept. 20, 2021 | $0.7000 |
OMC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 2 10.5%
- Buy 9 47.4%
- Hold 7 36.8%
- Sell 1 5.3%
- Strong Sell 0 0.0%
12-Month Price Target
12 analysts · 2026-08-19Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $2.65 | $2.61 | 0.04% |
| March 31, 2026 | $1.90 | $1.87 | 0.03% |
| Dec. 31, 2025 | $2.59 | $2.64 | -0.05% |
| Sept. 30, 2025 | $2.24 | $2.18 | 0.06% |
| June 30, 2025 | $2.05 | $2.02 | 0.03% |
| March 31, 2025 | $1.70 | $1.63 | 0.07% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| OMC | $25.28B | -299.1 | 10.1% | -0.32% | -0.67% | — |
| TTD | $18.07B | 42.2 | 18.5% | 15.3% | 17.1% | — |
| NIQ | $4.86B | -12.5 | 5.7% | -8.4% | -67.4% | — |
| MGNI | $2.32B | 17.1 | 6.9% | 20.3% | 17.1% | — |
| STGW | — | -1.4 | 2.4% | 1.0% | 5.3% | — |
| DV | $1.85B | 38.1 | 13.9% | 6.8% | 4.6% | — |
| CCO | — | 55.2 | 6.6% | — | — | — |
| MNTN | $0 | -91.8 | 28.6% | -2.2% | -2.4% | 77.2% |
| IBTA | $740M | 189.4 | -6.8% | 1.0% | 1.1% | 79.2% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 15
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $17.27B | $15.69B | $14.69B | $14.29B | $14.29B | $13.17B | $14.95B | $15.29B | $15.27B | $15.42B | $15.13B | $15.32B | |
| Cost of Revenue | $15.80B | $12.76B | $11.98B | $11.61B | $11.50B | $10.99B | $12.19B | $12.44B | $12.47B | $12.65B | $12.49B | $12.60B | |
| SG&A Expense | $746M | $408M | $394M | $378M | $380M | $360M | $406M | $455M | $440M | $444M | $432M | $477M | |
| Operating Expenses | $16.83B | $13.41B | $12.59B | $12.21B | $12.09B | $11.57B | $12.83B | $13.16B | $13.19B | $13.39B | $13.21B | $13.37B | |
| Operating Income | $445M | $2.27B | $2.10B | $2.08B | $2.20B | $1.60B | $2.12B | $2.13B | $2.08B | $2.03B | $1.92B | $1.94B | |
| Interest Expense | $263M | $248M | $218M | $209M | $236M | $222M | $244M | $266M | $249M | $231M | $181M | $177M | |
| Interest Income | $97M | $101M | $107M | $71M | $27M | $32M | $60M | $57M | $50M | $43M | $40M | $43M | |
| Pretax Income | $278M | $2.13B | $1.99B | $1.95B | $1.99B | $1.41B | $1.94B | $1.92B | $1.88B | $1.84B | $1.78B | $1.81B | |
| Income Tax | $242M | $560M | $525M | $547M | $489M | $382M | $504M | $493M | $696M | $600M | $584M | $593M | |
| Net Income | $-54M | $1.48B | $1.39B | $1.32B | $1.41B | $945M | $1.34B | $1.33B | $1.09B | $1.15B | $1.09B | $1.10B | |
| EPS (Basic) | $-0.27 | $7.54 | $6.98 | $6.40 | $6.57 | $4.38 | $6.09 | $5.85 | $4.68 | $4.80 | $4.43 | $4.27 | |
| EPS (Diluted) | $-0.27 | $7.46 | $6.91 | $6.36 | $6.53 | $4.37 | $6.06 | $5.83 | $4.65 | $4.78 | $4.41 | $4.24 | |
| Shares (Basic) | 204,900,000 | 196,400,000 | 199,400,000 | 205,600,000 | 214,300,000 | 215,600,000 | 219,800,000 | 226,600,000 | 232,300,000 | 237,900,000 | 244,200,000 | 253,900,000 | |
| Shares (Diluted) | 204,900,000 | 198,600,000 | 201,400,000 | 207,000,000 | 215,600,000 | 216,200,000 | 220,900,000 | 227,600,000 | 233,900,000 | 239,200,000 | 245,200,000 | 255,300,000 | |
| EBITDA | $445M | $2.27B | $2.10B | $2.08B | $2.20B | $1.60B | $2.12B | $2.13B | $2.06B | $2.01B | $1.92B | $1.94B |
Balance Sheet 27
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $5.32B | $5.60B | $4.31B | $3.65B | $3.80B | $3.00B | $2.61B | $2.39B | |
| Short-term Investments | · | · | $0 | $61M | $0 | $0 | $4M | $6M | $400.0K | $21M | $14M | $2M | |
| Receivables | $14.40B | $9.24B | $8.66B | $8.10B | $8.47B | $7.81B | $7.83B | $7.67B | $8.08B | $7.51B | $7.22B | $6.52B | |
| Other Current Assets | $1.77B | $1.02B | $950M | $919M | $919M | $1.07B | $1.19B | $1.24B | $1.13B | $1.06B | $1.02B | $998M | |
| Current Assets | $27.47B | $16.22B | $15.38B | $14.61B | $15.91B | $15.59B | $14.58B | $13.73B | $14.12B | $12.72B | $11.98B | $11.08B | |
| PP&E (Net) | · | · | · | · | · | $585M | $663M | $694M | $691M | $675M | $693M | $708M | |
| PP&E (Gross) | $2.00B | $1.52B | $1.62B | $1.68B | $1.81B | $1.43B | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | · | · | $1.16B | $1.14B | $1.19B | $1.28B | $1.23B | $1.21B | $1.22B | |
| Goodwill | $18.64B | $10.68B | $10.08B | $9.73B | $9.74B | $9.61B | $9.44B | $9.38B | $9.34B | $8.98B | $8.68B | $8.82B | |
| Intangibles | $5.10B | $522M | $367M | $313M | $298M | $298M | $338M | $383M | $368M | $427M | $345M | $389M | |
| Other Non-current Assets | $752M | $271M | $224M | $210M | $204M | $255M | $252M | $308M | $298M | $245M | $280M | $281M | |
| Total Assets | $54.42B | $29.62B | $28.04B | $27.00B | $28.42B | $27.65B | $26.78B | $24.62B | $24.93B | $23.17B | $22.11B | $21.43B | |
| Accounts Payable | $20.66B | $12.48B | $11.63B | $11.00B | $11.90B | $11.51B | $11.77B | $11.46B | $11.57B | $10.48B | $9.81B | $8.80B | |
| Short-term Debt | $62M | $21M | $11M | $17M | $10M | $4M | $10M | $8M | $12M | $29M | $5M | $7M | |
| Current Liabilities | $29.54B | $16.30B | $16.25B | $15.05B | $16.23B | $15.53B | $15.98B | $15.27B | $15.11B | $14.01B | $14.22B | $12.06B | |
| Capital Leases | $1.62B | $814M | $853M | $900M | $952M | $1.11B | $1.27B | $89M | $79M | $50M | $35M | $34M | |
| Deferred Tax | $1.45B | $492M | $529M | $476M | $477M | $444M | $408M | $414M | $484M | $480M | $469M | $544M | |
| Other Non-current Liabilities | $1.10B | $804M | $888M | $838M | $962M | $971M | $1.01B | $1.20B | $1.09B | $892M | $800M | $774M | |
| Long-term Debt | $9.27B | $6.07B | $5.67B | $5.61B | $5.73B | $5.82B | $5.12B | $4.90B | $4.90B | $4.90B | $4.50B | $4.50B | |
| Total Debt | $62M | $21M | $11M | $17M | $10M | $4M | $10M | $508M | $12M | $29M | $1.01B | $8M | |
| Common Stock | $63M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $60M | $60M | |
| Retained Earnings | $10.78B | $11.50B | $10.57B | $9.74B | $9.00B | $8.19B | $7.81B | $7.02B | $6.21B | $5.68B | $10.18B | $9.58B | |
| Treasury Stock | $6.96B | $6.35B | $6.15B | $5.67B | $5.14B | $4.68B | $4.56B | $4.01B | $3.51B | $3.00B | $7.63B | $6.99B | |
| AOCI | $-1.27B | $-1.48B | $-1.34B | $-1.44B | $-1.25B | $-1.21B | $-1.20B | $-1.23B | $-963M | $-1.36B | $-1.02B | $-618M | |
| Stockholders' Equity | $12.05B | $4.19B | $3.62B | $3.25B | $3.27B | $3.08B | $2.85B | $2.55B | $2.62B | $2.16B | $2.45B | $2.85B | |
| Liabilities + Equity | $54.42B | $29.62B | $28.04B | $27.00B | $28.42B | $27.65B | $26.78B | $24.62B | $24.93B | $23.17B | $22.11B | $21.43B | |
| Shares Outstanding | 313,100,000 | 196,400,000 | 198,000,000 | 202,700,000 | 209,100,000 | 215,000,000 | 217,100,000 | 223,900,000 | 230,100,000 | 234,700,000 | 239,700,000 | 246,700,000 |
Cash Flow 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $277M | $242M | $211M | $219M | $212M | $223M | $232M | $264M | $282M | $293M | $291M | $294M | |
| Stock-based Comp | $101M | $91M | $85M | $82M | $85M | $71M | $72M | $70M | $80M | $93M | $99M | $94M | |
| Deferred Tax | $-59M | $20M | $5M | $22M | $24M | $-19M | $-17M | $-122M | $-79M | $-126M | $-113M | $-146M | |
| Amort. of Intangibles | $132M | $106M | $80M | $80M | $80M | $83M | $84M | $102M | $114M | $115M | $109M | $107M | |
| Restructuring | $1.25B | $58M | $192M | $0 | $0 | $278M | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $2.94B | $1.73B | $1.42B | $926M | $1.95B | $1.72B | $1.86B | $1.72B | $2.02B | $1.95B | $2.20B | $1.48B | |
| CapEx | $150M | $141M | $78M | $78M | $666M | $75M | $102M | $196M | $156M | $166M | $203M | $213M | |
| Investing Cash Flow | $980M | $-1.06B | $79M | $-381M | $-709M | $-136M | $-31M | $-222M | $-115M | $-482M | $-264M | $-267M | |
| Debt Issued | $0 | $1.24B | $0 | $0 | $1.22B | $1.19B | $1.11B | $0 | $0 | $1.39B | $0 | $748M | |
| Net Debt Issued | $0 | $486M | $0 | $0 | $-29M | $587M | $212M | $0 | $0 | $390M | $0 | $748M | |
| Stock Repurchased | $708M | $371M | $571M | $611M | $527M | $222M | $610M | $581M | $568M | $602M | $728M | $1.06B | |
| Net Stock Activity | $-708M | $-371M | $-571M | $-611M | $-527M | $-222M | $-610M | $-581M | $-568M | $-602M | $-728M | $-1.06B | |
| Dividends Paid | $550M | $553M | $563M | $581M | $592M | $563M | $564M | $548M | $515M | $505M | $497M | $468M | |
| Financing Cash Flow | $-1.59B | $-582M | $-1.39B | $-1.36B | $-1.39B | $-408M | $-1.22B | $-1.44B | $-1.34B | $-998M | $-1.46B | $-1.26B | |
| Net Change in Cash | $2.54B | $-93M | $150M | $-1.03B | $-284M | $1.29B | $653M | $-144M | $794M | $397M | $217M | $-322M | |
| Free Cash Flow | $2.79B | $1.59B | $1.34B | $848M | $1.28B | $1.65B | $1.75B | $1.53B | $1.87B | $1.77B | $1.97B | $1.26B | |
| Levered FCF | $2.75B | $1.41B | $1.18B | $698M | $1.10B | $1.49B | $1.57B | $1.33B | $1.73B | $1.62B | $1.85B | $1.14B |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 2.6% | 14.5% | 14.3% | 14.6% | 15.4% | 12.1% | 14.2% | 14.0% | 13.5% | 13.0% | 12.7% | 12.7% | |
| Net Margin | -0.32% | 9.4% | 9.5% | 9.2% | 9.8% | 7.2% | 8.9% | 8.7% | 7.1% | 7.4% | 7.2% | 7.2% | |
| Pretax Margin | 1.6% | 13.6% | 13.6% | 13.6% | 13.9% | 10.7% | 13.0% | 12.6% | 12.3% | 11.9% | 11.8% | 11.8% | |
| EBITDA Margin | 2.6% | 14.5% | 14.3% | 14.6% | 15.4% | 12.1% | 14.2% | 14.0% | 13.5% | 13.0% | 12.7% | 12.7% | |
| ROA | -0.13% | 5.1% | 5.1% | 4.8% | 5.0% | 3.5% | 5.1% | 5.3% | 4.5% | 5.1% | 5.0% | 5.1% | |
| ROE | -0.67% | 37.9% | 40.5% | 40.4% | 44.3% | 31.8% | 49.6% | 51.4% | 45.6% | 49.8% | 41.3% | 34.3% | |
| ROIC | 0.48% | 39.8% | 42.7% | 45.8% | 50.5% | 37.8% | 54.8% | 52.0% | 49.5% | 61.8% | 37.3% | 45.7% |
Liquidity & Solvency 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.0 | 0.9 | 1.0 | 1.0 | 1.0 | 0.9 | 0.9 | 0.9 | 0.9 | 0.8 | 0.9 | |
| Quick Ratio | 0.5 | 0.6 | 0.5 | 0.5 | 0.8 | 0.9 | 0.8 | 0.7 | 0.8 | 0.8 | 0.7 | 0.7 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.4 | 0.0 | |
| Interest Coverage | 1.7 | 9.2 | 9.6 | 10.0 | 9.3 | 7.2 | 8.7 | 8.0 | 9.2 | 9.6 | 10.6 | 11.0 |
Efficiency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | |
| Receivables Turnover | 1.5 | 1.8 | 1.8 | 1.7 | 1.8 | 1.7 | 1.9 | 1.9 | 2.0 | 2.1 | 2.2 | 2.3 |
Growth Rates 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.1% | 6.8% | 2.8% | 0.00% | 8.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.5% | 3.2% | 3.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 8.0% | 8.6% | -2.6% | 49.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 4.5% | 16.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | 6.4% | 5.7% | -6.5% | 48.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 1.7% | 13.8% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -0.47% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $17.27B | $15.69B | $14.69B | $14.29B | $14.29B | $13.17B | $14.95B | $15.29B | $15.27B | $15.42B | $15.13B | $15.32B | |
| Net Income TTM | $-54M | $1.48B | $1.39B | $1.32B | $1.41B | $945M | $1.34B | $1.33B | $1.09B | $1.15B | $1.09B | $1.10B | |
| Market Cap | $25.28B | $16.90B | $17.13B | $16.53B | $15.32B | $13.41B | $17.59B | $16.40B | $16.76B | $19.98B | $18.14B | $19.11B | |
| Enterprise Value | · | · | · | · | $10.01B | $7.81B | $13.29B | $13.25B | $12.97B | $16.98B | $16.52B | $16.73B | |
| P/E | -299.1 | 11.5 | 12.5 | 12.8 | 11.2 | 14.3 | 13.4 | 12.6 | 15.7 | 17.8 | 17.2 | 18.3 | |
| P/S | 1.5 | 1.1 | 1.2 | 1.2 | 1.1 | 1.0 | 1.2 | 1.1 | 1.1 | 1.3 | 1.2 | 1.2 | |
| P/B | 2.1 | 4.0 | 4.7 | 5.1 | 4.7 | 4.3 | 6.2 | 6.4 | 6.4 | 9.2 | 7.4 | 6.7 | |
| P / Cash Flow | 8.6 | 9.7 | 12.0 | 17.8 | 7.9 | 7.8 | 9.5 | 9.5 | 8.3 | 10.3 | 8.3 | 12.9 | |
| P / FCF | 9.1 | 10.6 | 12.7 | 19.5 | 12.0 | 8.1 | 10.0 | 10.7 | 9.0 | 11.3 | 9.2 | 15.1 | |
| EV / EBITDA | · | · | · | · | 4.6 | 4.9 | 6.3 | 6.2 | 6.3 | 8.5 | 8.6 | 8.6 | |
| EV / FCF | · | · | · | · | 7.8 | 4.7 | 7.6 | 8.7 | 6.9 | 9.6 | 8.4 | 13.2 | |
| EV / Revenue | · | · | · | · | 0.7 | 0.6 | 0.9 | 0.9 | 0.8 | 1.1 | 1.1 | 1.1 | |
| Dividend Yield | 2.2% | 3.3% | 3.3% | 3.5% | 3.9% | 4.2% | 3.2% | 3.3% | 3.1% | 2.5% | 2.7% | 2.5% | |
| Earnings Yield | -0.33% | 8.7% | 8.0% | 7.8% | 8.9% | 7.0% | 7.5% | 8.0% | 6.4% | 5.6% | 5.8% | 5.5% | |
| Payout Ratio | -1008.4% | 37.3% | 40.4% | 44.1% | 42.1% | 59.5% | 42.1% | 41.3% | 47.3% | 44.0% | 45.4% | 42.4% | |
| Annual Payout | $550M | $553M | $563M | $581M | $592M | $563M | $564M | $548M | $515M | $505M | $497M | $468M |
Income Statement 15
| 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 | $6.56B | $6.24B | $5.53B | $4.04B | $4.02B | $3.69B | $4.32B | $3.88B | $3.85B | $3.63B | $4.06B | $3.58B | $3.61B | $3.44B | $3.87B | $3.44B | |
| Cost of Revenue | $5.26B | $5.21B | $6.11B | $3.28B | $3.35B | $3.06B | $3.46B | $3.12B | $3.17B | $3.01B | $3.24B | $2.88B | $2.91B | $2.95B | $3.09B | $2.76B | |
| SG&A Expense | $209M | $224M | $294M | $164M | $170M | $118M | $112M | $100M | $111M | $85M | $116M | $90M | $99M | $89M | $84M | $86M | |
| Operating Expenses | $5.64B | $5.60B | $6.51B | $3.51B | $3.58B | $3.24B | $3.64B | $3.28B | $3.34B | $3.15B | $3.41B | $3.02B | $3.06B | $3.10B | $3.23B | $2.90B | |
| Operating Income | $922M | $646M | $-977M | $530M | $439M | $453M | $685M | $600M | $510M | $479M | $647M | $561M | $551M | $346M | $643M | $546M | |
| Interest Expense | $123M | $119M | $81M | $60M | $63M | $59M | $65M | $66M | $63M | $54M | $53M | $54M | $58M | $55M | $54M | $52M | |
| Interest Income | $30M | $47M | $28M | $17M | $22M | $30M | $27M | $26M | $21M | $27M | $26M | $15M | $30M | $36M | $28M | $23M | |
| Pretax Income | $829M | $574M | $-1.03B | $487M | $398M | $423M | $647M | $560M | $469M | $452M | $620M | $522M | $523M | $327M | $617M | $517M | |
| Income Tax | $225M | $155M | $-131M | $132M | $120M | $121M | $171M | $150M | $124M | $116M | $164M | $136M | $141M | $83M | $164M | $135M | |
| Net Income | $585M | $405M | $-941M | $341M | $258M | $288M | $448M | $386M | $328M | $319M | $426M | $372M | $366M | $228M | $430M | $364M | |
| EPS (Basic) | $2.09 | $1.36 | $-4.81 | $1.76 | $1.32 | $1.46 | $2.29 | $1.97 | $1.67 | $1.61 | $2.13 | $1.88 | $1.84 | $1.13 | $2.09 | $1.78 | |
| EPS (Diluted) | $2.08 | $1.35 | $-4.78 | $1.75 | $1.31 | $1.45 | $2.27 | $1.95 | $1.65 | $1.59 | $2.12 | $1.86 | $1.82 | $1.11 | $2.08 | $1.77 | |
| Shares (Basic) | 279,900,000 | 298,100,000 | -380,500,000 | 193,800,000 | 194,900,000 | 196,700,000 | -393,000,000 | 195,600,000 | 195,900,000 | 197,900,000 | -399,800,000 | 198,100,000 | 198,900,000 | 202,200,000 | -413,000,000 | 205,000,000 | |
| Shares (Diluted) | 281,000,000 | 299,200,000 | -384,300,000 | 194,900,000 | 196,000,000 | 198,300,000 | -398,200,000 | 198,200,000 | 198,500,000 | 200,100,000 | -404,600,000 | 199,900,000 | 201,600,000 | 204,500,000 | -416,000,000 | 206,300,000 | |
| EBITDA | $922M | $646M | · | $530M | $439M | $453M | · | $600M | $510M | $479M | · | $561M | $551M | $346M | · | $546M |
Balance Sheet 24
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | · | $0 | $76M | $87M | · | $95M | |
| Receivables | $13.46B | $12.57B | $14.40B | $8.59B | $8.66B | $8.23B | $9.24B | $8.57B | $8.43B | $7.91B | · | $7.29B | $7.46B | $7.06B | · | $6.53B | |
| Other Current Assets | $1.95B | $1.90B | $1.77B | $1.18B | $1.09B | $1.10B | $1.02B | $1.11B | $1.03B | $1.08B | · | $892M | $904M | $975M | · | $842M | |
| Current Assets | $23.22B | $23.19B | $27.47B | $15.19B | $15.04B | $14.64B | $16.22B | $15.11B | $13.97B | $13.87B | · | $12.56B | $12.81B | $12.90B | · | $12.03B | |
| PP&E (Gross) | · | · | $2.00B | · | · | · | $1.52B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $18.74B | $18.73B | $18.64B | $10.92B | $11.00B | $10.78B | $10.68B | $10.93B | $10.65B | $10.69B | $10.08B | $9.89B | $9.70B | $9.79B | $9.73B | $9.50B | |
| Intangibles | $4.83B | $4.95B | $5.10B | $489M | $508M | $513M | $522M | $539M | $523M | $533M | · | $385M | $289M | $300M | · | $319M | |
| Other Non-current Assets | $800M | $744M | $752M | $311M | $252M | $265M | $271M | $242M | $244M | $236M | · | $203M | $240M | $222M | · | $202M | |
| Total Assets | $49.90B | $49.96B | $54.42B | $28.84B | $28.79B | $28.11B | $29.62B | $28.80B | $27.32B | $27.28B | · | $25.01B | $25.07B | $25.24B | · | $24.13B | |
| Accounts Payable | $18.15B | $18.11B | $20.66B | $11.32B | $11.34B | $10.76B | $12.48B | $10.94B | $10.65B | $10.34B | · | $9.60B | $9.95B | $9.59B | · | $9.03B | |
| Short-term Debt | $49M | $67M | $62M | $24M | $22M | $19M | $21M | $17M | $15M | $11M | · | $14M | $20M | $18M | · | $10M | |
| Current Liabilities | $25.14B | $25.42B | $29.54B | $16.44B | $16.31B | $14.55B | $16.30B | $15.37B | $14.96B | $14.95B | · | $13.02B | $13.30B | $13.47B | · | $12.71B | |
| Capital Leases | $1.41B | $1.47B | $1.62B | $767M | $805M | $792M | $814M | $817M | $806M | $827M | · | $828M | $850M | $891M | · | $917M | |
| Deferred Tax | $1.58B | $1.46B | $1.45B | $492M | $508M | $486M | $492M | $558M | $534M | $515M | · | $531M | $507M | $440M | · | $502M | |
| Other Non-current Liabilities | $1.24B | $1.22B | $1.10B | $741M | $782M | $805M | $804M | $874M | $881M | $916M | · | $907M | $807M | $840M | · | $914M | |
| Long-term Debt | · | · | $9.27B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $49M | $67M | · | $24M | $22M | $19M | · | $17M | $15M | $11M | · | $14M | $20M | $18M | · | $10M | |
| Common Stock | $63M | $63M | $63M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | · | $45M | $45M | $45M | · | $45M | |
| Retained Earnings | $11.32B | $10.96B | $10.78B | $11.98B | $11.77B | $11.65B | $11.50B | $11.19B | $10.94B | $10.75B | · | $10.28B | $10.05B | $9.83B | · | $9.45B | |
| Treasury Stock | $10.02B | $9.25B | $6.96B | $6.56B | $6.54B | $6.42B | $6.35B | $6.42B | $6.37B | $6.32B | · | $6.15B | $6.17B | $5.95B | · | $5.57B | |
| AOCI | $-1.30B | $-1.31B | $-1.27B | $-1.33B | $-1.27B | $-1.40B | $-1.48B | $-1.27B | $-1.45B | $-1.42B | · | $-1.46B | $-1.35B | $-1.38B | $-1.44B | $-1.73B | |
| Stockholders' Equity | $9.66B | $9.44B | $12.05B | $4.61B | $4.49B | $4.37B | $4.19B | $3.95B | $3.64B | $3.57B | · | $3.23B | $3.15B | $3.12B | · | $2.75B | |
| Liabilities + Equity | $49.90B | $49.96B | $54.42B | $28.84B | $28.79B | $28.11B | $29.62B | $28.80B | $27.32B | $27.28B | · | $25.01B | $25.07B | $25.24B | · | $24.13B | |
| Shares Outstanding | · | · | 313,100,000 | · | · | · | 196,400,000 | · | · | · | · | · | · | · | · | · |
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 | $166M | $167M | $98M | $61M | $59M | $59M | $60M | $61M | $60M | $60M | $54M | $52M | $51M | $54M | $55M | $54M | |
| Stock-based Comp | $26M | $27M | $28M | $29M | $23M | $21M | $22M | $24M | $23M | $22M | $21M | $22M | $20M | $21M | $20M | $21M | |
| Amort. of Intangibles | $118M | $117M | $57M | $25M | $24M | $26M | $27M | $26M | $26M | $26M | $21M | $20M | $19M | $19M | $20M | $20M | |
| Restructuring | $47M | $4M | $1.12B | $39M | $89M | $0 | $0 | $0 | $58M | $0 | $0 | $0 | $72M | $119M | $0 | $0 | |
| Operating Cash Flow | $-379M | $-553M | $3.04B | $478M | $210M | $-787M | $1.93B | $569M | $-142M | $-618M | $1.80B | $406M | $-262M | $-522M | $1.18B | $489M | |
| CapEx | $54M | $61M | $39M | $39M | $42M | $30M | $47M | $31M | $39M | $23M | $14M | $24M | $17M | $23M | $13M | $23M | |
| Investing Cash Flow | $-38M | $84M | $1.04B | $-40M | $-33M | $13M | $-65M | $-127M | $-28M | $-838M | $-30M | $-24M | $170M | $-38M | $26M | $-14M | |
| Debt Issued | $0 | $2.38B | $0 | $0 | $0 | $0 | $-500.0K | $590M | $0 | $646M | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Debt Issued | · | $985M | · | · | · | $0 | · | · | · | $646M | · | · | · | · | · | · | |
| Stock Repurchased | $211M | $2.78B | $396M | $89M | $142M | $81M | $8M | $113M | $70M | $180M | $6M | $26M | $234M | $305M | $109M | $95M | |
| Net Stock Activity | · | $-2.78B | · | · | · | $-81M | · | · | · | $-180M | · | · | · | $-305M | · | · | |
| Dividends Paid | $230M | $252M | $136M | $136M | $140M | $138M | $137M | $137M | $140M | $139M | $139M | $139M | $143M | $142M | $143M | $144M | |
| Financing Cash Flow | $-504M | $-2.07B | $-683M | $-305M | $-362M | $-241M | $-875M | $278M | $-268M | $283M | $-214M | $-277M | $-418M | $-479M | $-272M | $-308M | |
| Net Change in Cash | $-952M | $-2.59B | $3.47B | $106M | $-78M | $-961M | $806M | $822M | $-461M | $-1.26B | $1.66B | $36M | $-527M | $-1.02B | $1.08B | $-7M | |
| Free Cash Flow | · | $-614M | · | · | · | $-816M | · | · | · | $-642M | · | · | · | $-545M | · | · | |
| Levered FCF | · | $-701M | · | · | · | $-859M | · | · | · | $-682M | · | · | · | $-586M | · | · |
Profitability 7
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.1% | 10.3% | · | 13.1% | 10.9% | 12.3% | · | 15.5% | 13.2% | 13.2% | · | 15.7% | 15.3% | 10.1% | · | 15.9% | |
| Net Margin | 8.9% | 6.5% | · | 8.5% | 6.4% | 7.8% | · | 9.9% | 8.5% | 8.8% | · | 10.4% | 10.2% | 6.6% | · | 10.6% | |
| Pretax Margin | 12.6% | 9.2% | · | 12.1% | 9.9% | 11.5% | · | 14.4% | 12.2% | 12.4% | · | 14.6% | 14.5% | 9.5% | · | 15.0% | |
| EBITDA Margin | 14.1% | 10.3% | · | 13.1% | 10.9% | 12.3% | · | 15.5% | 13.2% | 13.2% | · | 15.7% | 15.3% | 10.1% | · | 15.9% | |
| ROA | 1.5% | 1.0% | · | 1.2% | 0.92% | 1.0% | · | 1.4% | 1.2% | 1.2% | · | 1.5% | 1.5% | 0.89% | · | 1.5% | |
| ROE | 8.3% | 5.9% | · | 8.0% | 6.3% | 7.2% | · | 10.8% | 9.7% | 9.5% | · | 12.4% | 12.2% | 7.4% | · | 12.1% | |
| ROIC | 6.9% | 5.0% | · | 8.3% | 6.8% | 7.4% | · | 11.1% | 10.3% | 9.9% | · | 12.8% | 12.7% | 8.2% | · | 14.6% |
Liquidity & Solvency 4
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.9 | · | 0.9 | 0.9 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | |
| Quick Ratio | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.6 | 0.5 | · | 0.6 | 0.6 | 0.5 | · | 0.5 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Interest Coverage | 7.5 | 5.4 | · | 8.8 | 7.0 | 7.7 | · | 9.0 | 8.1 | 8.9 | · | 10.5 | 9.6 | 6.3 | · | 10.5 |
Efficiency 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 |
Valuation (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $20.86B | $17.99B | · | $15.63B | $15.44B | $15.06B | · | $14.95B | $14.67B | $14.26B | · | $14.07B | $14.06B | $13.86B | · | $13.86B | |
| Net Income TTM | $1.59B | $1.29B | · | $1.27B | $1.26B | $1.32B | · | $1.40B | $1.38B | $1.28B | · | $1.33B | $1.31B | $1.11B | · | $1.24B | |
| P/E | 11.2 | 12.9 | · | 12.6 | 11.3 | 12.5 | · | 14.7 | 13.0 | 15.2 | · | 11.4 | 14.9 | 17.5 | · | 10.6 | |
| Earnings Yield | 8.9% | 7.8% | · | 7.9% | 8.8% | 8.0% | · | 6.8% | 7.7% | 6.6% | · | 8.8% | 6.7% | 5.7% | · | 9.4% | |
| Payout Ratio | · | 62.1% | · | · | · | 47.9% | · | · | · | 43.6% | · | · | · | 62.5% | · | · |
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 | $17.27B | $15.69B | $14.69B | $14.29B | $14.29B |
| Operating Margin % | 2.6% | 14.5% | 14.3% | 14.6% | 15.4% |
| Net Income | $-54M | $1.48B | $1.39B | $1.32B | $1.41B |
| Diluted EPS | $-0.27 | $7.46 | $6.91 | $6.36 | $6.53 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Current Ratio | 0.9 | 1.0 | 0.9 | 1.0 | 1.0 |
| Quick Ratio | 0.5 | 0.6 | 0.5 | 0.5 | 0.8 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $2.79B | $1.59B | $1.34B | $848M | $1.28B |
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Institutional owners (13F) 1,193 filers · $11.7B 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 117 (-40 vs prior Q) | 126 (+3 vs prior Q) | 347 (-118 vs prior Q) | 469 (+101 vs prior Q) | -15.1M |
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 |
|---|---|---|---|---|
| STATE STREET CORP | $1,812,367,298 | 24,590,402 | 15.48% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,354,356,876 | 18,596,140 | 11.56% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $981,603,031 | 13,478,004 | 8.38% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $560,321,314 | 7,711,893 | 4.78% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $500,178,451 | 6,867,753 | 4.27% | Shares |
| Capital Research Global Investors | $489,619,630 | 6,722,774 | 4.18% | Shares |
| FMR LLC | $270,344,495 | 3,711,993 | 2.31% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $226,677,516 | 3,112,421 | 1.94% | Shares |
| Bank of New York Mellon Corp | $198,336,410 | 2,723,279 | 1.69% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $188,808,643 | 2,592,457 | 1.61% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $138,340,271 | 1,899,496 | 1.18% | Shares |
| COOKE & BIELER LP | $128,102,071 | 1,758,919 | 1.09% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $116,556,185 | 1,600,387 | 1.00% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $110,684,266 | 1,519,762 | 0.95% | Shares |
| AustralianSuper Pty Ltd | $96,155,628 | 1,320,275 | 0.82% | Shares |
| CRAWFORD INVESTMENT COUNSEL INC | $91,272,059 | 1,253,221 | 0.78% | Shares |
| Cullen Capital Management, LLC | $85,698,415 | 1,176,691 | 0.73% | Shares |
| BARCLAYS PLC | $85,049,634 | 1,167,783 | 0.73% | Shares |
| CITADEL ADVISORS LLC | $84,697,212 | 1,162,944 | 0.72% | Shares |
| Sound Shore Management Inc /CT/ | $82,269,496 | 1,129,610 | 0.70% | Shares |
| MORGAN STANLEY | $74,610,111 | 1,024,442 | 0.64% | Shares |
| ASSETMARK, INC | $73,853,209 | 1,014,049 | 0.63% | Shares |
| LPL Financial LLC | $72,954,388 | 1,001,708 | 0.62% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $72,688,554 | 1,052,010 | 0.62% | Shares |
| BlackRock, Inc. | $66,348,057 | 910,999 | 0.57% | Shares |
| GOLDMAN SACHS GROUP INC | $64,562,703 | 886,485 | 0.55% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $63,175,145 | 867,433 | 0.54% | Shares |
| Swiss National Bank | $58,538,642 | 803,771 | 0.50% | Shares |
| RWC Asset Management LLP | $57,909,464 | 795,132 | 0.49% | Shares |
| RAYMOND JAMES FINANCIAL INC | $56,829,185 | 780,299 | 0.49% | Shares |
| VANGUARD GROUP INC | $56,203,211 | 696,015 | 0.48% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $55,438,560 | 761,205 | 0.47% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $50,121,895 | 688,186 | 0.43% | Shares |
| FIRST TRUST ADVISORS LP | $49,443,939 | 678,895 | 0.42% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $48,585,913 | 667,114 | 0.41% | Shares |
| Vanguard Global Advisers, LLC | $44,883,527 | 616,278 | 0.38% | Shares |
| RHUMBLINE ADVISERS | $42,536,096 | 584,048 | 0.36% | Shares |
| GMT Capital Corp | $42,314,230 | 581,000 | 0.36% | Shares |
| MILLER HOWARD INVESTMENTS INC /NY | $42,259,477 | 580,248 | 0.36% | Shares |
| Boston Partners | $41,386,300 | 568,259 | 0.35% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $41,077,634 | 564,021 | 0.35% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $40,088,115 | 532,308 | 0.34% | Shares |
| BANK OF AMERICA CORP /DE/ | $39,004,762 | 535,559 | 0.33% | Shares |
| Ardmore Road Asset Management LP | $38,220,747 | 524,794 | 0.33% | Shares |
| CAMBIAR INVESTORS LLC | $38,036,560 | 522,265 | 0.32% | Shares |
| California Public Employees Retirement System | $37,889,443 | 520,245 | 0.32% | Shares |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $36,698,236 | 503,889 | 0.31% | Shares |
| CONNING INC. | $36,340,639 | 498,979 | 0.31% | Shares |
| NORGES BANK | $35,574,542 | 488,460 | 0.30% | Shares |
| Invenomic Capital Management LP | $34,901,665 | 479,221 | 0.30% | Shares |
| ZWJ INVESTMENT COUNSEL INC | $34,740,429 | 477,007 | 0.30% | Shares |
| Quantinno Capital Management LP | $34,491,085 | 473,583 | 0.29% | Shares |
| Swiss Life Asset Management Ltd | $33,750,879 | 463,420 | 0.29% | Shares |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $31,927,725 | 438,387 | 0.27% | Shares |
| National Pension Service | $31,679,521 | 434,979 | 0.27% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31,659,201 | 434,700 | 0.27% | Put option |
| Epoch Investment Partners, Inc. | $30,124,891 | 413,633 | 0.26% | Shares |
| Gotham Asset Management, LLC | $28,921,740 | 397,113 | 0.25% | Shares |
| DEPRINCE RACE & ZOLLO INC | $26,717,051 | 354,761 | 0.23% | Shares |
| ALPS ADVISORS INC | $26,497,302 | 363,824 | 0.23% | Shares |
| Sound Income Strategies, LLC | $26,178,096 | 359,441 | 0.22% | Shares |
| ALLIANCEBERNSTEIN L.P. | $25,186,074 | 334,432 | 0.22% | Shares |
| STOREBRAND ASSET MANAGEMENT AS | $25,070,198 | 344,229 | 0.21% | Shares |
| Legal & General Group Plc | $24,435,699 | 335,517 | 0.21% | Shares |
| PFA Pension, Forsikringsaktieselskab | $23,575,926 | 323,712 | 0.20% | Shares |
| Grantham, Mayo, Van Otterloo & Co. LLC | $22,668,410 | 311,251 | 0.19% | Shares |
| D. E. Shaw & Co., Inc. | $21,709,385 | 298,083 | 0.19% | Shares |
| Artisan Partners Limited Partnership | $20,686,925 | 284,044 | 0.18% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $20,425,829 | 280,459 | 0.17% | Shares |
| Loews Corp | $20,392,400 | 280,000 | 0.17% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19,476,854 | 267,429 | 0.17% | Shares |
| Distillate Capital Partners LLC | $19,310,365 | 265,143 | 0.16% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $18,905,066 | 259,578 | 0.16% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18,497,582 | 253,983 | 0.16% | Shares |
| Engineers Gate Manager LP | $18,137,219 | 249,035 | 0.15% | Shares |
| AEGON ASSET MANAGEMENT UK Plc | $18,004,231 | 247,209 | 0.15% | Shares |
| DNB Asset Management AS | $17,787,926 | 244,239 | 0.15% | Shares |
| MEYER HANDELMAN CO | $17,750,565 | 243,726 | 0.15% | Shares |
| Cetera Investment Advisers | $17,319,987 | 237,814 | 0.15% | Shares |
| Modera Wealth Management, LLC | $17,034,370 | 233,892 | 0.15% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $16,992,188 | 233,027 | 0.15% | Shares |
| LBP AM SA | $16,833,635 | 231,136 | 0.14% | Shares |
| BANK OF NOVA SCOTIA | $16,825,041 | 231,018 | 0.14% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $16,795,326 | 230,610 | 0.14% | Shares |
| UBS Group AG | $16,791,976 | 230,564 | 0.14% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $16,692,199 | 229,194 | 0.14% | Shares |
| MCRAE CAPITAL MANAGEMENT INC | $16,376,267 | 224,856 | 0.14% | Shares |
| SEI INVESTMENTS CO | $16,285,810 | 223,614 | 0.14% | Shares |
| Welch & Forbes LLC | $16,042,455 | 220,272 | 0.14% | Shares |
| Crossmark Global Holdings, Inc. | $14,955,198 | 205,344 | 0.13% | Shares |
| Aquatic Capital Management LLC | $14,890,239 | 204,452 | 0.13% | Shares |
| BANK OF MONTREAL /CAN/ | $14,871,959 | 204,201 | 0.13% | Shares |
| CWM, LLC | $14,866,618 | 197,406 | 0.13% | Shares |
| ExodusPoint Capital Management, LP | $14,802,625 | 203,249 | 0.13% | Shares |
| CIBC WORLD MARKETS CORP | $14,754,721 | 182,721 | 0.13% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $14,552,227 | 193,231 | 0.12% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $14,290,767 | 195,523 | 0.12% | Shares |
| Schonfeld Strategic Advisors LLC | $14,210,224 | 195,115 | 0.12% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $14,163,250 | 194,470 | 0.12% | Shares |
| PEAK6 LLC | $14,012,492 | 192,400 | 0.12% | Put option |
Company insiders 43 insiders · 23 officers · 23 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| John Wren | Chairman and CEO | May 22, 2026 F | 253,001 | 0 | 0 | $0 |
| Jonathan B. Nelson | CEO, Omnicom Digital | Aug. 15, 2023 F | 119,350 | 0 | 0 | $0 |
| Thomas Carroll | President & CEO TBWA Worldwide | June 30, 2010 F | 36,570 | 0 | 0 | $0 |
| Charles E Brymer | President & CEO DDB Worldwide | May 23, 2010 F | 24,585 | 0 | 0 | $0 |
| Thomas L Harrison | Chrmn/CEO Divers. Agency Serv. | March 31, 2010 A | 194,984 | 0 | 0 | $0 |
| Andrew Robertson | President/CEO BBDO Worldwide | March 29, 2010 A | 45,848 | 0 | 0 | $0 |
| Jean Marie Dru | CEO TBWA Worldwide | Dec. 12, 2007 M | 25,084 | 0 | 0 | $0 |
| Ken Kaess | President/CEO DDB Worldwide | March 15, 2006 F | 12,237 | 0 | 0 | $0 |
| Philip J Angelastro | Executive Vice President & CFO | May 22, 2026 F | 542,396 | 0 | 0 | $0 |
| Randall J Weisenburger | Executive Vice President & CFO | April 8, 2014 F | 679,641 | 0 | 0 | $0 |
| Daryl Simm | Co-President and Co-COO | Aug. 15, 2026 F | 250,868 | 0 | 0 | $0 |
| Philippe Krakowsky | Co-President and Co-COO | Nov. 26, 2025 A | 104,299 | 0 | 0 | $0 |
| Louis F Januzzi | Senior VP, Gen. Counsel & Sec. | Aug. 15, 2026 F | 39,558 | 0 | 0 | $0 |
| Andrew Castellaneta | SVP, Chief Accounting Officer | Aug. 15, 2026 F | 20,795 | 0 | 0 | $0 |
| Rochelle M. Tarlowe | Senior VP and Treasurer | Aug. 26, 2024 S | 15,375 | 0 | 0 | $0 |
| Michael J Obrien | EVP, Gen. Counsel & Sec. | Aug. 15, 2022 F | 129,446 | 0 | 0 | $0 |
| Dennis E. Hewitt | Treasurer | Oct. 26, 2018 S | 45,310 | 0 | 0 | $0 |
| Peter K. Sherman | Executive Vice President | Dec. 11, 2017 S | 21,271 | 0 | 0 | $0 |
| Bruce Crawford | Chairman | June 1, 2017 S | 105,250 | 0 | 0 | $0 |
| Peter Mead | Vice Chairman | March 14, 2012 M | 790 | 0 | 0 | $0 |
| Michael Birkin | Vice Chairman | June 30, 2009 F | 83,622 | 0 | 0 | $0 |
| Allen Rosenshine | Chrmn of BBDO Worldwide | June 29, 2004 A | 234,240 | 0 | 0 | $0 |
| Keith L Reinhard | Chairman of DDB Worldwide Inc. | March 18, 2004 S | 231,084 | 0 | 0 | $0 |
| Cassandra Santos | Director | July 1, 2026 A | 6,576 | 0 | 0 | $0 |
| Mark D Gerstein | Director | July 1, 2026 A | 16,332 | 0 | 0 | $0 |
| Patricia Salas Pineda | Director | July 1, 2026 A | 11,346 | 0 | 0 | $0 |
| Ronnie S. Hawkins | Director | July 1, 2026 A | 21,978 | 0 | 0 | $0 |
| Valerie Williams | Director | July 1, 2026 A | 26,377 | 0 | 0 | $0 |
| Deborah J. Kissire | Director | July 1, 2026 A | 27,720 | 0 | 0 | $0 |
| Patrick Q Moore | Director | July 1, 2026 A | 24,501 | 0 | 0 | $0 |
| Lee E Wyatt | Director | July 1, 2026 A | 24,501 | 0 | 0 | $0 |
| Mary C Choksi | Director | July 1, 2026 A | 47,929 | 0 | 0 | $0 |
| Linda Johnson Rice | Director | July 1, 2026 A | 13,104 | 0 | 1 | $-114,904 |
| Leonard S Coleman JR | Director | July 1, 2026 A | 50,336 | 0 | 0 | $0 |
| Gracia C Martore | Director | July 1, 2026 A | 28,410 | 0 | 0 | $0 |
| Susan S Denison | Director | April 1, 2022 A | 54,061 | 0 | 0 | $0 |
| Robert C Clark | Director | April 1, 2020 A | 44,651 | 0 | 0 | $0 |
| Alan R Batkin | Director | April 1, 2020 A | 30,903 | 0 | 0 | $0 |
| John R Murphy | Director | April 1, 2018 A | 59,388 | 0 | 0 | $0 |
| John R Purcell | Director | April 1, 2018 A | 39,959 | 0 | 0 | $0 |
| Michael A Henning | Director | April 1, 2017 A | 57,618 | 0 | 0 | $0 |
| Gary L Roubos | Director | April 1, 2016 A | 42,460 | 0 | 0 | $0 |
| COOK ERROL M | Director | April 1, 2016 A | 28,741 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 10 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 |
|---|---|---|---|---|---|
| Undisclosed reporting person | June 29, 2001 | — | Initial filing | — | SEC |
| Undisclosed reporting person | May 4, 2001 | — | Initial filing | — | SEC |
| Undisclosed reporting person | May 3, 2001 | — | Initial filing | — | SEC |
| April 23, 2001 | — | Initial filing | — | SEC | |
| April 4, 2001 | — | Initial filing | — | SEC | |
| Undisclosed reporting person | March 14, 2001 | — | Initial filing | — | SEC |
| March 2, 2001 | — | Initial filing | — | SEC | |
| Jan. 8, 2001 | — | Initial filing | — | SEC | |
| Jan. 4, 2001 | — | Initial filing | — | SEC | |
| Undisclosed reporting person | Jan. 4, 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 179 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 |
|---|---|---|---|---|
| DIVY · Tidal Trust I | 4.18% | 16,340 NS | May 31, 2026 | N-PORT |
| WLDR · Two Roads Shared Trust | 2.55% | 23,760 NS | April 30, 2026 | N-PORT |
| LTL · ProShares Trust | 2.46% | 2,705 NS | May 31, 2026 | N-PORT |
| SMRI · EA Series Trust | 1.89% | 133,162 NS | April 30, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 1.81% | 811,094 NS | April 30, 2026 | N-PORT |
| SPDV · ETF Series Solutions | 1.77% | 20,828 NS | April 30, 2026 | N-PORT |
| SDOG · ALPS ETF Trust | 1.76% | 335,531 NS | May 31, 2026 | N-PORT |
| FLOW · Global X Funds | 1.74% | 6,855 NS | May 31, 2026 | N-PORT |
| BKDV · BNY Mellon ETF Trust II | 1.72% | 309,696 NS | April 30, 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 1.49% | 83,842 NS | April 30, 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 1.45% | 333,534 NS | April 30, 2026 | N-PORT |
| WBIY · Absolute Shares Trust | 1.34% | 10,838 NS | June 30, 2026 | N-PORT |
| RFDA · ALPS ETF Trust | 0.88% | 10,624 NS | May 31, 2026 | N-PORT |
| PY · Principal Exchange-Traded Funds | 0.84% | 25,414 NS | June 30, 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0.84% | 5,110 NS | April 30, 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0.84% | 1,981,012 NS | April 30, 2026 | N-PORT |
| ROE · EA Series Trust | 0.80% | 28,674 NS | May 29, 2026 | N-PORT |
| JDIV · J.P. Morgan Exchange-Traded Fund Tr… | 0.79% | 1,157 NS | April 30, 2026 | N-PORT |
| FDLO · FIDELITY COVINGTON TRUST | 0.73% | 133,472 NS | April 30, 2026 | N-PORT |
| FEGE · RBB Fund Trust | 0.66% | 174,810 NS | May 31, 2026 | N-PORT |
| QDF · FlexShares Trust | 0.57% | 157,410 NS | April 30, 2026 | N-PORT |
| QLC · FlexShares Trust | 0.47% | 55,440 NS | April 30, 2026 | N-PORT |
| OALC · Unified Series Trust | 0.43% | 14,331 NS | May 31, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.42% | 850,706 NS | May 31, 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0.35% | 6,560 NS | April 30, 2026 | N-PORT |
| GXPC · Global X Funds | 0.33% | 4,254 NS | May 31, 2026 | N-PORT |
| HWSM · HOTCHKIS & WILEY FUNDS /DE/ | 0.32% | 120 NS | June 30, 2026 | N-PORT |
| GQQQ · EA Series Trust | 0.30% | 5,943 NS | May 29, 2026 | N-PORT |
| FBCV · FIDELITY COVINGTON TRUST | 0.30% | 6,141 NS | April 30, 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0.22% | 8,073 NS | April 30, 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0.22% | 10,285 NS | May 31, 2026 | N-PORT |
| SFGV · EA Series Trust | 0.20% | 31,550 NS | May 29, 2026 | N-PORT |
| JFLI · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 1,133 NS | April 30, 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0.19% | 45,203 NS | May 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 10,265 NS | April 30, 2026 | N-PORT |
| XPND · First Trust Exchange-Traded Fund VI… | 0.18% | 1,011 NS | May 31, 2026 | N-PORT |
| GSLC · Goldman Sachs ETF Trust | 0.17% | 372,400 NS | May 31, 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0.16% | 149 NS | May 31, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 15,107 NS | April 30, 2026 | N-PORT |
| EGLE · Global X Funds | 0.14% | 37 NS | April 30, 2026 | N-PORT |
| AFLG · First Trust Exchange-Traded Fund VI… | 0.13% | 11,488 NS | May 31, 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0.12% | 4,525 NS | May 29, 2026 | N-PORT |
| FDRR · FIDELITY COVINGTON TRUST | 0.12% | 10,767 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.12% | 217,752 NS | April 30, 2026 | N-PORT |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 57,195 NS | April 30, 2026 | N-PORT |
| ESG · FlexShares Trust | 0.11% | 1,767 NS | April 30, 2026 | N-PORT |
| ESGG · FlexShares Trust | 0.10% | 1,480 NS | April 30, 2026 | N-PORT |
| DFVX · Dimensional ETF Trust | 0.10% | 6,453 NS | April 30, 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0.10% | 76,278 NS | April 30, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.10% | 561,718 NS | April 30, 2026 | N-PORT |