WBS Webster Financial Corporation Common Stock
$77.95
Price · Aug 19, 2026
Fundamentals as of Jul 27, 2026
52W Range
$53–$80
93% of range
Analyst Rating
HOLD
18 analysts
Price Target
$76
P/E (TTM)
10.7
ROE
—
Net Profit Margin
—
About Webster Financial Corporation Common Stock Company overview from Wikipedia
Webster Bank is an American commercial bank based in Stamford, Connecticut. It has 177 branches and 316 ATMs located in Connecticut; Massachusetts; Rhode Island; New Jersey; Westchester, Orange, Ulster, and Rockland counties in New York as well as New York City.
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Webster Bank is an American commercial bank based in Stamford, Connecticut. It has 177 branches and 316 ATMs located in Connecticut; Massachusetts; Rhode Island; New Jersey; Westchester, Orange, Ulster, and Rockland counties in New York as well as New York City.
History
Webster was founded in 1935 by Harold Webster Smith as the First Federal Savings of Waterbury in Connecticut. While Smith initially borrowed from family and friends to open the bank, by 1938 its assets had grown to over $1 million.
In 1986, First Federal converted to stock ownership and formed a holding company. Smith served as CEO until 1987, when he was succeeded by his son, James C. Smith. Smith Sr. continued as chairman.
First Federal was renamed to Webster Bank in 1995. The same year, Harold Smith retired and was succeeded by his son.
In 1997, Webster Trust Company, N.A. and Investment Services were added to the bank's offerings. Webster acquired Eagle Bank of Bristol and became the first bank in Connecticut to purchase an insurance agency the following year.
In 2002, Webster became listed on the New York Stock Exchange under the ticker symbol “WBS”.
IWebster announced a definitive agreement in 2003 to acquire Firstfed America Bancorp, INC., the holding company for First Federal Savings Bank of America. The deal, which closed in May 2004, marked Webster's first retail expansion beyond Connecticut's borders and into the southeastern Massachusetts and Rhode Island markets. It was also announced in 2004 that the Office of the Comptroller of the Currency (OCC) had accepted the company's application to be a chartered commercial bank.
In 2005, it acquired HSA Bank and became the leading bank administrator and trustee of health savings accounts in the United States. Webster acquired NewMil Bank in 2006.
Webster acquired 17 Citibank branches in the Boston area in 2016 and added additional ATMs to support the network.
In 2022, Webster acquired Sterling National Bank and moved its headquarters from Waterbury to Stamford. The Sterling acquisition was valued at $10 billion. In June 2022, Webster had approximately $25.9 billion in deposits in Connecticut.
Webster acquired Ametros Financial, a medical insurance settlement fund manager, for $350 million in 2023.
On February 3, 2026, Banco Santander announced that it will acquire Webster Financial Corporation in a cash and stock deal valued at $12.2 billion. Under the agreement, Webster would operate as a wholly-owned subsidiary of Banco Santander. The acquisition would position Santander as one of the top ten banks in the U.S., with approximately $327 billion in combined assets. It is expected to close in the second half of 2026.
Operations
Webster Financial Corporation is the holding company for Webster Bank, N.A. and Webster Insurance. Webster Bank owns the asset-based lending firm Webster Business Credit Corporation, the insurance premium finance company Budget Installment Corporation, Webster Capital Finance, and provides health savings account trustee and administrative services through HSA Bank of Sheboygan, Wisconsin, a division of Webster Bank.
In 2015, Webster Bank had over $24 billion in assets and a market capitalization of over $3 billion. Its network included over 177 branches and 316 ATMs located in Connecticut; Massachusetts; Rhode Island; and Westchester County, New York.
After the $5 billion USD 2022 merger with Sterling, assets rose to $65 billion, with 202 branches, 380 ATMs, and a larger presence throughout the metropolitan New York city area, including New Jersey. In 2024, it was the largest bank headquartered in Connecticut based on deposits, which in-state totaled $33 billion. John Ciulla was chairman and CEO.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
WBS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$77.94
Market Cap
—
P/E (TTM)
10.7
EPS (TTM)
$5.90
Revenue (TTM)
$2.90B
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$53 – $80
WBS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$2.90B
2016-12-31
→
2025-12-31
EPS
$5.90
2016-12-31
→
2025-12-31
Free Cash Flow
—
2016-12-31
→
2024-12-31
Margins
—
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
WBS
Peer Median
P/E (TTM)
10.7
12.1
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
WBS
Peer Median
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
WBS
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
WBS
Peer Median
Revenue YoY
11.9%
—
Revenue CAGR 3Y
5.4%
—
Revenue CAGR 5Y
70.9%
—
EPS YoY
35.0%
—
Net Income YoY
30.4%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
WBS
Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| Aug. 10, 2026 | $0.4000 |
| May 11, 2026 | $0.4000 |
| Feb. 9, 2026 | $0.4000 |
| Nov. 10, 2025 | $0.4000 |
| Aug. 11, 2025 | $0.4000 |
| May 12, 2025 | $0.4000 |
| Feb. 10, 2025 | $0.4000 |
| Nov. 1, 2024 | $0.4000 |
| July 29, 2024 | $0.4000 |
| May 3, 2024 | $0.4000 |
| Feb. 2, 2024 | $0.4000 |
| Nov. 2, 2023 | $0.4000 |
| Aug. 1, 2023 | $0.4000 |
| May 5, 2023 | $0.4000 |
| Feb. 3, 2023 | $0.4000 |
| Nov. 3, 2022 | $0.4000 |
| Aug. 1, 2022 | $0.4000 |
| May 11, 2022 | $0.4000 |
| Jan. 27, 2022 | $0.4000 |
| Nov. 8, 2021 | $0.4000 |
WBS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
HOLD
18 analysts
- Strong Buy 1 5.6%
- Buy 4 22.2%
- Hold 12 66.7%
- Sell 1 5.6%
- Strong Sell 0 0.0%
12-Month Price Target
11 analysts · 2026-08-15
Median
$77.00
Mean
$76.18
Now
$77.94
Low
$72.00
High
$81.00
Median target
$77.00
-1.2%
Mean target
$76.18
-2.3%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.00%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.60 | $1.64 | -0.04% |
| March 31, 2026 | $1.57 | $1.54 | 0.03% |
| Dec. 31, 2025 | $1.59 | $1.55 | 0.04% |
| Sept. 30, 2025 | $1.54 | $1.53 | 0.01% |
| June 30, 2025 | $1.52 | $1.44 | 0.08% |
| March 31, 2025 | $1.30 | $1.40 | -0.10% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| WBS | — | 10.7 | 11.9% | — | — | — |
| CFG | $25.07B | 15.1 | 5.6% | 22.2% | 7.1% | — |
| RF | — | 11.8 | — | 28.6% | 11.4% | — |
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
| SSB | $9.33B | 12.0 | 56.1% | 29.8% | 8.9% | — |
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | — |
| CFR | — | 12.8 | 8.3% | 29.0% | 14.8% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.90B | $2.59B | $2.65B | $2.48B | $212M | $199M | $208M | $201M | $186M | $173M | |
| Operating Income | $1.47B | $1.24B | $1.24B | $1.08B | $479M | $418M | $524M | $484M | $395M | · | |
| Interest Expense | $1.52B | $1.59B | $1.29B | $250M | $42M | $111M | $199M | $148M | $117M | $103M | |
| Interest Income | $4.02B | $3.93B | $3.63B | $2.28B | $943M | $1.00B | $1.15B | $1.06B | $914M | $822M | |
| Pretax Income | $1.26B | $1.02B | $1.08B | $798M | $534M | $280M | $487M | $442M | $354M | $303M | |
| Income Tax | $257M | $248M | $217M | $154M | $125M | $59M | $104M | $81M | $98M | $96M | |
| Net Income | $1.00B | $769M | $868M | $644M | $409M | $221M | $383M | $360M | $255M | $207M | |
| EPS (Basic) | $5.91 | $4.38 | $4.91 | $3.72 | $4.43 | $2.35 | $4.07 | $3.83 | $2.68 | $2.17 | |
| EPS (Diluted) | $5.90 | $4.37 | $4.91 | $3.72 | $4.42 | $2.35 | $4.06 | $3.81 | $2.67 | $2.16 | |
| Shares (Basic) | 164,842,000 | 169,820,000 | 171,775,000 | 167,452,000 | 89,983,000 | 89,967,000 | 91,559,000 | 91,930,000 | 91,965,000 | 91,367,000 | |
| Shares (Diluted) | 165,206,000 | 170,192,000 | 171,883,000 | 167,547,000 | 90,206,000 | 90,151,000 | 91,882,000 | 92,227,000 | 92,356,000 | 91,856,000 | |
| EBITDA | · | $1.31B | $1.31B | $1.16B | $515M | $454M | $562M | $39M | $37M | $36M |
Balance Sheet 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $432M | $407M | $430M | $239M | $85M | $99M | $270M | $125M | $130M | $137M | |
| PP&E (Gross) | · | · | $432M | $464M | $313M | $495M | $504M | $496M | $485M | $477M | |
| Accum. Depreciation | · | · | $186M | $225M | $228M | $396M | $389M | $371M | $355M | $339M | |
| Goodwill | $2.90B | $2.87B | $2.63B | $2.51B | $538M | $538M | $538M | $538M | $538M | $538M | |
| Intangibles | $313M | $334M | $203M | $199M | $18M | $22M | $22M | $26M | $30M | $34M | |
| Total Assets | $84.07B | $79.03B | $74.95B | $71.28B | $34.92B | $32.59B | $30.39B | $27.61B | $26.49B | $26.07B | |
| Total Liabilities | $74.58B | $69.89B | $66.26B | $63.22B | $31.48B | $29.36B | $27.18B | $24.72B | $23.79B | $23.55B | |
| Long-term Debt | $739M | $909M | $1.05B | $1.07B | $563M | $568M | $540M | $226M | $226M | $226M | |
| Common Stock | $2M | $2M | $2M | $2M | $937.0K | $937.0K | $937.0K | $937.0K | $937.0K | $937.0K | |
| Paid-in Capital | $6.18B | $6.18B | $6.18B | $6.17B | $1.11B | $1.11B | $1.11B | $1.11B | $1.12B | $1.13B | |
| Retained Earnings | $4.48B | $3.76B | $3.28B | $2.71B | $2.33B | $2.08B | $2.06B | $1.83B | $1.60B | $1.43B | |
| Treasury Stock | $1.10B | $537M | $508M | $432M | $127M | $141M | $77M | $72M | $70M | $71M | |
| AOCI | $-351M | $-556M | $-551M | $-685M | $-23M | $42M | $-36M | $-131M | $-92M | $-77M | |
| Stockholders' Equity | $9.49B | $9.13B | $8.69B | $8.06B | $3.44B | $3.23B | $3.21B | $2.89B | $2.70B | $2.53B | |
| Liabilities + Equity | $84.07B | $79.03B | $74.95B | $71.28B | $34.92B | $32.59B | $30.39B | $27.61B | $26.49B | $26.07B | |
| Shares Outstanding | 161,216,008 | 171,391,125 | 172,021,956 | 174,007,573 | 90,583,621 | 90,198,922 | 92,026,562 | 92,177,855 | 92,021,765 | 91,752,099 |
Cash Flow 20
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $73M | $72M | $76M | $82M | $36M | $37M | $38M | $39M | $37M | $36M | |
| Stock-based Comp | $57M | $55M | $54M | $54M | $14M | $12M | $13M | $12M | $12M | $11M | |
| Deferred Tax | $48M | $18M | $-54M | $-70M | $-5M | $-31M | $927.0K | $9M | $-9M | $18M | |
| Amort. of Intangibles | $36M | $36M | $36M | $32M | $5M | $4M | $4M | $4M | $4M | $6M | |
| Restructuring | · | · | $32M | $70M | $11M | $29M | · | · | · | · | |
| Other Non-cash | · | $491M | $34M | $625M | $235M | $142M | $-130M | $49M | $149M | $125M | |
| Operating Cash Flow | $1.06B | $1.40B | $979M | $1.34B | $689M | $381M | $304M | $469M | $445M | $398M | |
| CapEx | $50M | $36M | $40M | $29M | $17M | $21M | $26M | $33M | $29M | $41M | |
| Investing Cash Flow | $-4.75B | $-3.87B | $-2.60B | $-7.19B | $-2.41B | $-2.29B | $-2.55B | $-1.32B | $-531M | $-1.64B | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $0 | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $594M | $65M | $108M | $322M | $0 | $77M | $13M | $12M | $12M | $11M | |
| Net Stock Activity | · | $-65M | $-108M | $-322M | $0 | $-77M | $-13M | $-12M | $-12M | $-11M | |
| Dividends Paid | $267M | $275M | $278M | $248M | $145M | $145M | $141M | $115M | $95M | $90M | |
| Financing Cash Flow | $4.06B | $2.82B | $2.49B | $6.23B | $1.91B | $1.91B | $2.17B | $921M | $123M | $1.23B | |
| Net Change in Cash | $375M | $359M | $876M | $378M | $198M | $5M | $-72M | $73M | $37M | $-9M | |
| Taxes Paid | $85M | $125M | $235M | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $1.37B | $938M | $1.31B | $672M | $359M | $278M | $436M | $416M | $357M | |
| Levered FCF | · | $167M | $-95M | $1.10B | $640M | $272M | $121M | $315M | $332M | $287M |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 47.8% | 529.2% | 401.4% | 225.7% | 35.5% | 42.3% | · | · | · | |
| Net Margin | · | 29.7% | 371.8% | 239.8% | 192.5% | 18.8% | 30.9% | 179.6% | 24.2% | 21.1% | |
| Pretax Margin | · | 39.3% | 464.6% | 297.0% | 251.3% | 23.8% | 39.2% | 220.1% | 33.5% | 30.9% | |
| EBITDA Margin | · | 50.6% | 562.0% | 431.9% | 242.6% | 38.6% | 45.3% | 19.3% | 3.5% | 3.7% | |
| ROA | · | 1.0% | 1.2% | 1.2% | 1.2% | 0.70% | 1.3% | 1.3% | 0.97% | 0.82% | |
| ROE | · | 8.4% | 10.3% | 8.1% | 12.0% | 6.8% | 12.0% | 12.6% | 9.6% | 8.2% | |
| ROIC | · | 10.2% | 11.4% | 10.8% | 10.7% | 10.2% | 12.9% | · | · | · |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | 0.8 | 1.0 | 4.3 | 11.5 | 3.8 | 2.6 | · | · | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.9% | -2.3% | 7.1% | 1065.2% | 6.9% | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.4% | 130.2% | 137.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 70.9% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 35.0% | -11.0% | 32.0% | -15.8% | 88.1% | · | · | · | · | · | |
| EPS CAGR 3Y | 16.6% | -0.38% | 27.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 20.2% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 30.4% | -11.4% | 34.7% | 57.6% | 85.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 15.9% | 23.4% | 57.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 35.4% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 13.0% | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.90B | $2.59B | $2.65B | $2.48B | $212M | $199M | $208M | $201M | $186M | $173M | |
| Net Income TTM | $1.00B | $769M | $868M | $644M | $409M | $221M | $383M | $360M | $255M | $207M | |
| Market Cap | · | $9.46B | $8.73B | $8.24B | $5.06B | $3.80B | $4.91B | $4.54B | $5.17B | $4.98B | |
| P/E | 10.7 | 12.6 | 10.3 | 12.7 | 12.6 | 17.9 | 13.1 | 12.9 | 21.0 | 25.1 | |
| P/S | · | 3.7 | 3.3 | 3.3 | 23.8 | 19.1 | 23.6 | 22.6 | 27.8 | 28.7 | |
| P/B | · | 1.0 | 1.0 | 1.0 | 1.5 | 1.2 | 1.5 | 1.6 | 1.9 | 2.0 | |
| P / Tangible Book | 1.6 | 1.6 | 1.5 | 1.5 | 1.8 | 1.4 | · | · | · | · | |
| P / Cash Flow | · | 6.7 | 8.9 | 6.2 | 7.3 | 10.0 | 16.2 | 9.7 | 11.6 | 12.5 | |
| P / FCF | · | 6.9 | 9.3 | 6.3 | 7.5 | 10.6 | 17.7 | 10.4 | 12.4 | 13.9 | |
| Dividend Yield | · | 2.9% | 3.2% | 3.0% | 2.9% | 3.8% | 2.9% | 2.5% | 1.8% | 1.8% | |
| Earnings Yield | 9.4% | 7.9% | 9.7% | 7.9% | 7.9% | 5.6% | 7.6% | 7.7% | 4.8% | 4.0% | |
| Payout Ratio | · | 35.7% | 32.0% | 38.5% | 35.4% | 65.7% | 36.8% | 31.9% | 37.0% | 43.2% | |
| Annual Payout | $267M | $275M | $278M | $248M | $145M | $145M | $141M | $115M | $95M | $90M |
Income Statement 12
| 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 | $740M | $736M | $746M | $733M | $716M | $705M | $661M | $648M | $615M | $667M | $2.47B | $58M | $61M | $60M | $2.27B | $70M | |
| Operating Income | $355M | $357M | $363M | $376M | $370M | $361M | $321M | $299M | $289M | $331M | $258M | $315M | $329M | $334M | $356M | $335M | |
| Interest Expense | · | $360M | · | · | · | $361M | · | · | $404M | $384M | $362M | $344M | $350M | $236M | $141M | $67M | |
| Interest Income | $1.01B | $994M | $1.02B | $1.03B | $1.00B | $973M | $995M | $1.00B | $976M | $952M | $933M | $931M | $933M | $831M | $744M | $618M | |
| Pretax Income | $324M | $303M | $321M | $332M | $324M | $284M | $257M | $245M | $230M | $286M | $222M | $278M | $298M | $287M | $313M | $298M | |
| Income Tax | $67M | $57M | $65M | $71M | $65M | $57M | $79M | $52M | $48M | $69M | $36M | $52M | $63M | $66M | $68M | $64M | |
| Net Income | $257M | $246M | $256M | $261M | $259M | $227M | $178M | $193M | $182M | $216M | $185M | $226M | $235M | $221M | $245M | $234M | |
| EPS (Basic) | $1.56 | $1.50 | $1.54 | $1.55 | $1.52 | $1.30 | $1.02 | $1.10 | $1.03 | $1.23 | $1.06 | $1.29 | $1.32 | $1.24 | $1.55 | $1.31 | |
| EPS (Diluted) | $1.56 | $1.50 | $1.54 | $1.54 | $1.52 | $1.30 | $1.01 | $1.10 | $1.03 | $1.23 | $1.07 | $1.28 | $1.32 | $1.24 | $1.55 | $1.31 | |
| Shares (Basic) | 159,989,000 | 159,534,000 | -334,362,000 | 164,138,000 | 165,884,000 | 169,182,000 | -339,869,000 | 169,569,000 | 169,675,000 | 170,445,000 | -344,940,000 | 171,210,000 | 172,739,000 | 172,766,000 | -329,655,000 | 173,868,000 | |
| Shares (Diluted) | 160,183,000 | 159,850,000 | -334,925,000 | 164,456,000 | 166,131,000 | 169,544,000 | -340,343,000 | 169,894,000 | 169,937,000 | 170,704,000 | -345,153,000 | 171,350,000 | 172,803,000 | 172,883,000 | -329,686,000 | 173,944,000 | |
| EBITDA | $355M | $377M | · | $376M | $370M | $379M | · | $299M | $289M | $350M | · | $315M | $329M | $354M | · | $335M |
Balance Sheet 14
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $429M | $428M | $432M | $427M | $423M | $422M | $407M | $411M | $418M | $423M | · | $432M | $426M | $431M | · | $435M | |
| Goodwill | $2.90B | $2.90B | $2.90B | $2.87B | $2.87B | $2.87B | $2.87B | $2.87B | $2.87B | $2.87B | $2.63B | $2.63B | $2.63B | $2.63B | $2.51B | $2.51B | |
| Intangibles | $291M | $300M | $313M | $308M | $316M | $325M | $334M | $344M | $374M | $383M | · | $212M | $221M | $230M | · | $207M | |
| Total Assets | $85.95B | $85.58B | $84.07B | $83.19B | $81.91B | $80.28B | $79.03B | $79.45B | $76.84B | $76.16B | · | $73.13B | $74.04B | $74.84B | · | $69.05B | |
| Total Liabilities | $76.19B | $76.01B | $74.58B | $73.73B | $72.58B | $71.08B | $69.89B | $70.26B | $68.03B | $67.41B | · | $64.93B | $65.76B | $66.55B | · | $61.23B | |
| Long-term Debt | $737M | $738M | $739M | $1.25B | $906M | $907M | $909M | $911M | $913M | $915M | · | $1.05B | $1.05B | $1.07B | · | $1.07B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Paid-in Capital | $6.15B | $6.13B | $6.18B | $6.17B | $6.16B | $6.14B | $6.18B | $6.17B | $6.15B | $6.14B | · | $6.16B | $6.15B | $6.14B | · | $6.16B | |
| Retained Earnings | $4.84B | $4.66B | $4.48B | $4.29B | $4.10B | $3.91B | $3.76B | $3.65B | $3.53B | $3.43B | · | $3.17B | $3.02B | $2.86B | · | $2.54B | |
| Treasury Stock | $1.07B | $1.07B | $1.10B | $898M | $765M | $686M | $537M | $535M | $536M | $487M | · | $506M | $455M | $398M | · | $427M | |
| AOCI | $-448M | $-431M | $-351M | $-385M | $-438M | $-449M | $-556M | $-373M | $-628M | $-616M | · | $-916M | $-719M | $-588M | · | $-737M | |
| Stockholders' Equity | $9.76B | $9.57B | $9.49B | $9.46B | $9.34B | $9.20B | $9.13B | $9.20B | $8.81B | $8.75B | $8.69B | $8.20B | $8.28B | $8.29B | $8.06B | $7.83B | |
| Liabilities + Equity | $85.95B | $85.58B | $84.07B | $83.19B | $81.91B | $80.28B | $79.03B | $79.45B | $76.84B | $76.16B | · | $73.13B | $74.04B | $74.84B | · | $69.05B | |
| Shares Outstanding | 162,034,478 | 162,048,997 | 161,216,008 | 164,816,922 | 167,083,263 | 168,594,276 | 171,391,125 | · | · | · | 172,021,956 | · | · | · | 174,007,573 | · |
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 | $20M | $20M | $19M | $18M | $18M | $18M | $19M | $16M | $17M | $19M | $18M | $18M | $20M | $21M | $19M | $22M | |
| Stock-based Comp | $17M | $14M | $15M | $13M | $15M | $14M | $14M | $14M | $13M | $14M | $14M | $14M | $14M | $12M | $11M | $13M | |
| Deferred Tax | $-32M | $39M | $16M | $12M | $-8M | $28M | $24M | $-13M | $-9M | $16M | $-26M | $-28M | $-13M | $14M | $-20M | $-5M | |
| Amort. of Intangibles | $9M | $9M | $9M | $9M | $9M | $9M | $10M | $8M | $9M | $9M | $9M | $9M | $9M | $9M | $8M | $9M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $18M | $2M | $6M | · | $840.0K | |
| Other Non-cash | · | $-31M | · | · | · | $-192M | · | · | · | $-22M | · | · | · | $-53M | · | · | |
| Operating Cash Flow | $386M | $289M | $318M | $375M | $271M | $95M | $891M | $45M | $224M | $244M | $88M | $427M | $249M | $214M | $275M | $422M | |
| CapEx | $14M | $10M | $16M | $12M | $13M | $8M | $12M | $10M | $8M | $5M | $6M | $14M | $9M | $10M | $10M | $9M | |
| Investing Cash Flow | $-553M | $-1.36B | $-1.66B | $-1.26B | $-1.09B | $-738M | $-1.14B | $-716M | $-669M | $-1.35B | $-1.78B | $1.51B | $-308M | $-2.02B | $-1.85B | $-1.99B | |
| Stock Repurchased | $0 | $0 | $204M | $130M | $79M | $181M | $1.0K | $0 | $45M | $20M | $1.0K | $50M | $58M | $0 | $3M | $97M | |
| Net Stock Activity | · | $0 | · | $-130M | $-79M | $-181M | · | · | · | $-20M | · | · | · | $0 | · | · | |
| Dividends Paid | $65M | $64M | $65M | $66M | $67M | $69M | $68M | $69M | $69M | $69M | $69M | $69M | $70M | $70M | $70M | $71M | |
| Financing Cash Flow | $29M | $1.48B | $729M | $955M | $1.30B | $1.08B | $-878M | $2.33B | $435M | $933M | $1.23B | $-1.13B | $-1.01B | $3.40B | $1.80B | $1.28B | |
| Net Change in Cash | $-138M | $411M | $-613M | $69M | $482M | $438M | $-1.12B | $1.66B | $-10M | $-171M | $-457M | $812M | $-1.07B | $1.59B | $227M | $-289M | |
| Free Cash Flow | · | $278M | · | · | · | $87M | · | · | · | $239M | · | · | · | $204M | · | · | |
| Levered FCF | · | $-14M | · | · | · | · | · | · | · | $-52M | · | · | · | $22M | · | · |
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 | 48.0% | 48.5% | · | 51.3% | 51.7% | 51.2% | · | 489.0% | 466.7% | 517.4% | · | 539.4% | 535.2% | 558.6% | · | 477.3% | |
| Net Margin | 34.7% | 33.5% | · | 35.7% | 36.2% | 32.2% | · | 316.0% | 293.7% | 338.0% | · | 387.8% | 382.1% | 370.1% | · | 333.8% | |
| Pretax Margin | 43.7% | 41.1% | · | 45.3% | 45.2% | 40.2% | · | 400.6% | 371.3% | 446.3% | · | 476.9% | 484.0% | 480.3% | · | 425.2% | |
| EBITDA Margin | 48.0% | 51.2% | · | 51.3% | 51.7% | 53.8% | · | 489.0% | 466.7% | 547.1% | · | 539.4% | 535.2% | 593.4% | · | 477.3% | |
| ROA | 0.31% | 0.30% | · | 0.32% | 0.33% | 0.29% | · | 0.25% | 0.24% | 0.29% | · | 0.32% | 0.33% | 0.32% | · | 0.45% | |
| ROE | 2.7% | 2.6% | · | 2.8% | 2.9% | 2.5% | · | 2.2% | 2.1% | 2.5% | · | 2.8% | 2.9% | 2.7% | · | 4.2% | |
| ROIC | 2.9% | 3.0% | · | 3.1% | 3.2% | 3.1% | · | 2.6% | 2.6% | 2.9% | · | 3.1% | 3.1% | 3.1% | · | 3.4% |
Liquidity & Solvency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | 1.0 | · | · | · | · | · | · | 0.7 | 0.9 | · | 0.9 | 0.9 | 1.4 | · | 5.0 |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valuation (TTM) 11
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.92B | $2.89B | · | $2.80B | $2.68B | $2.63B | · | $1.99B | $1.40B | $847M | · | $250M | $262M | $266M | · | $259M | |
| Net Income TTM | $1.02B | $993M | · | $940M | $860M | $818M | · | $817M | $859M | $899M | · | $916M | $872M | $621M | · | $495M | |
| Market Cap | $12.38B | $11.25B | · | $9.80B | $9.12B | $8.69B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 12.5 | 11.8 | · | 10.9 | 11.0 | 11.1 | · | 10.0 | 9.0 | 10.0 | · | 7.8 | 7.8 | 11.6 | · | 14.1 | |
| P/S | 4.2 | 3.9 | · | 3.5 | 3.4 | 3.3 | · | · | · | · | · | · | · | · | · | · | |
| P/B | 1.3 | 1.2 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.9 | 1.8 | · | 1.6 | 1.5 | 1.4 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 39.0 | · | · | · | 91.6 | · | · | · | · | · | · | · | · | · | · | |
| P / FCF | · | 40.4 | · | · | · | 100.4 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.0% | 8.4% | · | 9.2% | 9.1% | 9.0% | · | 10.0% | 11.2% | 10.0% | · | 12.8% | 12.9% | 8.6% | · | 7.1% | |
| Payout Ratio | · | 26.2% | · | · | · | 30.2% | · | · | · | 31.7% | · | · | · | 31.7% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $2.90B | $2.59B | $2.65B | $2.48B | $212M |
| Operating Margin % | — | 47.8% | 529.2% | 401.4% | 225.7% |
| Net Income | $1.00B | $769M | $868M | $644M | $409M |
| Diluted EPS | $5.90 | $4.37 | $4.91 | $3.72 | $4.42 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | — | $1.37B | $938M | $1.31B | $672M |
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Institutional owners (13F) 577 filers · $8.1B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 67 (-58 vs prior Q) | 58 (-46 vs prior Q) | 170 (-10 vs prior Q) | 183 (+32 vs prior Q) | +22.6M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $579,953,061 | 7,589,022 | 7.13% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $562,532,664 | 7,361,066 | 6.92% | Shares |
| STATE STREET CORP | $472,395,121 | 6,181,564 | 5.81% | Shares |
| GOLDMAN SACHS GROUP INC | $467,487,352 | 6,117,343 | 5.75% | Shares |
| MILLENNIUM MANAGEMENT LLC | $379,743,360 | 4,969,162 | 4.67% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $338,480,922 | 4,429,219 | 4.16% | Shares |
| BARCLAYS PLC | $305,015,300 | 3,991,302 | 3.75% | Shares |
| Qube Research & Technologies Ltd | $203,420,717 | 2,661,878 | 2.50% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $197,987,142 | 2,590,002 | 2.43% | Shares |
| AQR Arbitrage LLC | $191,541,377 | 2,522,937 | 2.36% | Shares |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $184,994,556 | 2,420,761 | 2.27% | Shares |
| TUDOR INVESTMENT CORP ET AL | $179,425,295 | 2,347,884 | 2.21% | Shares |
| NORGES BANK | $168,713,427 | 2,207,713 | 2.07% | Shares |
| EARNEST PARTNERS LLC | $167,406,187 | 2,190,607 | 2.06% | Shares |
| BANK OF NOVA SCOTIA | $154,796,887 | 2,025,607 | 1.90% | Shares |
| TORONTO DOMINION BANK | $147,139,068 | 1,925,400 | 1.81% | Shares |
| WHITEBOX ADVISORS LLC | $119,215,276 | 1,560,001 | 1.47% | Shares |
| ALLIANCEBERNSTEIN L.P. | $110,972,243 | 1,598,563 | 1.36% | Shares |
| Westchester Capital Management, LLC | $105,500,332 | 1,380,533 | 1.30% | Shares |
| Blue Sparrow, LLC /DE | $95,662,556 | 1,251,800 | 1.18% | Shares |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $92,926,491 | 1,215,997 | 1.14% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $86,943,263 | 1,137,703 | 1.07% | Shares |
| SOROS FUND MANAGEMENT LLC | $85,092,677 | 1,113,487 | 1.05% | Shares |
| D. E. Shaw & Co., Inc. | $83,076,870 | 1,087,109 | 1.02% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $80,753,014 | 1,056,700 | 0.99% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $78,104,220 | 1,022,039 | 0.96% | Shares |
| Blackstone Inc. | $73,341,191 | 959,712 | 0.90% | Shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | $71,452,700 | 935,000 | 0.88% | Shares |
| First Trust Capital Management L.P. | $64,901,366 | 849,272 | 0.80% | Shares |
| Verition Fund Management LLC | $64,327,376 | 841,761 | 0.79% | Shares |
| Amundi | $64,221,610 | 840,377 | 0.79% | Shares |
| Magnetar Financial LLC | $60,664,718 | 793,833 | 0.75% | Shares |
| Nearwater Capital Markets, Ltd | $59,454,760 | 778,000 | 0.73% | Shares |
| ALPINE ASSOCIATES MANAGEMENT INC. | $57,930,182 | 758,050 | 0.71% | Shares |
| Bank of New York Mellon Corp | $55,299,652 | 723,628 | 0.68% | Shares |
| CAXTON ASSOCIATES LLP | $52,500,999 | 687,006 | 0.65% | Shares |
| CIBC Bancorp USA Inc. | $49,673,000 | 650,000 | 0.61% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $45,893,000 | 600,534 | 0.56% | Shares |
| Grantham, Mayo, Van Otterloo & Co. LLC | $45,180,880 | 591,218 | 0.56% | Shares |
| NEUBERGER BERMAN GROUP LLC | $42,871,335 | 560,996 | 0.53% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $42,237,640 | 552,704 | 0.52% | Shares |
| Alberta Investment Management Corp | $42,031,000 | 550,000 | 0.52% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37,637,156 | 492,504 | 0.46% | Shares |
| TIG Advisors, LLC | $37,341,716 | 488,638 | 0.46% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $37,140,120 | 486,000 | 0.46% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $35,895,298 | 474,806 | 0.44% | Shares |
| Sagefield Capital LP | $35,173,069 | 460,260 | 0.43% | Shares |
| Squarepoint Ops LLC | $35,121,639 | 459,587 | 0.43% | Shares |
| RHUMBLINE ADVISERS | $34,917,468 | 456,916 | 0.43% | Shares |
| MUFG Securities EMEA plc | $34,236,160 | 448,000 | 0.42% | Shares |
| WATER ISLAND CAPITAL LLC | $33,411,589 | 437,210 | 0.41% | Shares |
| Capula Management Ltd | $32,012,796 | 418,906 | 0.39% | Shares |
| PICTON MAHONEY ASSET MANAGEMENT | $31,723,556 | 415,121 | 0.39% | Shares |
| Sand Grove Capital Management LLP | $31,693,132 | 414,723 | 0.39% | Shares |
| Retirement Systems of Alabama | $31,599,670 | 413,500 | 0.39% | Shares |
| California Public Employees Retirement System | $29,913,463 | 391,435 | 0.37% | Shares |
| Allianz Asset Management GmbH | $29,611,527 | 387,484 | 0.36% | Shares |
| Arbejdsmarkedets Tillaegspension | $28,970,822 | 379,100 | 0.36% | Shares |
| ALGERT GLOBAL LLC | $28,293,129 | 370,232 | 0.35% | Shares |
| LMR Partners LLP | $25,806,270 | 337,690 | 0.32% | Shares |
| BANK OF MONTREAL /CAN/ | $24,855,376 | 325,247 | 0.31% | Shares |
| Swiss National Bank | $24,721,870 | 323,500 | 0.30% | Shares |
| NATIXIS | $23,616,455 | 309,035 | 0.29% | Shares |
| BANK OF AMERICA CORP /DE/ | $23,052,551 | 301,656 | 0.28% | Shares |
| Public Sector Pension Investment Board | $21,525,374 | 281,672 | 0.26% | Shares |
| Polaris Capital Management, LLC | $21,133,034 | 276,538 | 0.26% | Shares |
| Absolute Gestao de Investimentos Ltda. | $20,826,000 | 300,000 | 0.26% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $20,633,400 | 270,000 | 0.25% | Shares |
| MIZUHO MARKETS AMERICAS LLC | $19,487,100 | 255,000 | 0.24% | Shares |
| AMERIPRISE FINANCIAL INC | $18,170,002 | 237,765 | 0.22% | Shares |
| GABELLI FUNDS LLC | $17,152,087 | 224,445 | 0.21% | Shares |
| Carmignac Gestion | $16,982,129 | 222,221 | 0.21% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $16,522,157 | 216,202 | 0.20% | Shares |
| BlackRock, Inc. | $15,610,848 | 204,277 | 0.19% | Shares |
| MARSHALL WACE, LLP | $15,604,964 | 204,200 | 0.19% | Shares |
| FIRST TRUST ADVISORS LP | $14,397,426 | 188,399 | 0.18% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $14,214,120 | 186,000 | 0.17% | Shares |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $13,843,254 | 181,147 | 0.17% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13,380,080 | 192,741 | 0.16% | Shares |
| Slotnik Capital, LLC | $11,768,680 | 154,000 | 0.14% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $11,645,797 | 152,392 | 0.14% | Shares |
| SEI INVESTMENTS CO | $11,642,500 | 152,364 | 0.14% | Shares |
| Hudson Bay Capital Management LP | $11,482,029 | 150,249 | 0.14% | Shares |
| CREDIT INDUSTRIEL ET COMMERCIAL | $11,215,170 | 146,757 | 0.14% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10,496,363 | 137,351 | 0.13% | Shares |
| Polar Asset Management Partners Inc. | $10,395,795 | 136,035 | 0.13% | Shares |
| Point72 Europe (London) LLP | $10,230,839 | 172,120 | 0.13% | Shares |
| Quantinno Capital Management LP | $9,863,551 | 129,070 | 0.12% | Shares |
| GROUPAMA ASSET MANAGMENT | $9,592,661 | 126,141 | 0.12% | Shares |
| NINE MASTS CAPITAL Ltd | $8,487,205 | 111,060 | 0.10% | Shares |
| Lighthouse Investment Partners, LLC | $8,152,180 | 106,676 | 0.10% | Shares |
| Y-Intercept (Hong Kong) Ltd | $8,017,986 | 104,920 | 0.10% | Shares |
| AMERICAN CENTURY COMPANIES INC | $7,980,700 | 104,431 | 0.10% | Shares |
| Centiva Capital, LP | $7,672,339 | 100,397 | 0.09% | Shares |
| BTG Pactual Asset Management US LLC | $7,663,856 | 100,286 | 0.09% | Shares |
| Leeward Investments, LLC - MA | $7,607,890 | 99,554 | 0.09% | Shares |
| JANUS HENDERSON GROUP PLC | $7,418,862 | 106,800 | 0.09% | Shares |
| Man Group plc | $7,391,648 | 96,724 | 0.09% | Shares |
| Dana Investment Advisors, Inc. | $7,299,027 | 95,512 | 0.09% | Shares |
| Legal & General Group Plc | $7,186,308 | 94,037 | 0.09% | Shares |
Company insiders 73 insiders · 26 officers · 25 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Glenn I Macinnes | Chief Financial Officer | Feb. 1, 2024 F | 165,276 | 0 | 0 | $0 |
| Thomas X Geisel | President of Comm. Banking | March 15, 2022 S | 43,771 | 0 | 0 | $0 |
| Gerald P Plush | President & COO | Sept. 30, 2013 F | 72,469 | 0 | 0 | $0 |
| William T Bromage | President & COO | April 24, 2008 F | 57,740 | 0 | 0 | $0 |
| Albert Jen-Wen Wang | Chief Accounting Officer | July 22, 2025 S | 15,755 | 0 | 0 | $0 |
| Daniel Bley | Chief Risk Officer | May 12, 2025 S | 19,117 | 0 | 0 | $0 |
| Jack L Kopnisky | Exec. Chair. Company & Bank | Jan. 2, 2024 S | 310,041 | 0 | 0 | $0 |
| James P Blose | General Counsel & Corp. Sec. | Jan. 3, 2023 F | 42,576 | 0 | 0 | $0 |
| Beatrice Ordonez | Chief Innovation Officer | March 1, 2022 A | 72,098 | 0 | 0 | $0 |
| Jonathan W. Roberts | EVP - Ret. Bank. & Cons. Lend. | Feb. 1, 2022 A | 20,501 | 0 | 0 | $0 |
| Karen Higgins-Carter | Chief Information Officer | Feb. 1, 2022 A | 14,635 | 0 | 0 | $0 |
| Brian Runkle | EVP - Bank Ops | Feb. 1, 2022 A | 12,035 | 0 | 0 | $0 |
| Bernard M Garrigues | EVP-Chief Human Resources Off | Feb. 1, 2022 A | 32,939 | 0 | 0 | $0 |
| Harriet Munrett Wolfe | EVP - General Counsel | Feb. 1, 2022 A | 111,686 | 0 | 0 | $0 |
| Nitin J. Mhatre | EVP-Community Banking | March 2, 2020 F | 49,766 | 0 | 0 | $0 |
| Dawn C Morris | EVP-Chief Marketing Officer | April 23, 2018 S | 5,849 | 0 | 0 | $0 |
| Colin D Eccles | EVP- Chief Information Officer | Feb. 26, 2018 A | 17,167 | 0 | 0 | $0 |
| Joseph J Savage | Executive Vice Chairman | May 30, 2017 F | 68,886 | 0 | 0 | $0 |
| Daniel Manning Fitzpatrick | EVP - Private Banking | Oct. 3, 2016 F | 746 | 0 | 0 | $0 |
| Michelle M Crecca | EVP-Marketing | July 19, 2013 F | 19,595 | 0 | 0 | $0 |
| Jennifer Buchholz | EVP - Human Resources | Feb. 20, 2013 A | 4,181 | 0 | 0 | $0 |
| Anne M Slattery | EVP-Retail Banking | Dec. 31, 2012 F | 20,212 | 0 | 0 | $0 |
| Jeffrey N Brown | EVP - HR, Marketing & Comm | Aug. 31, 2012 F | 40,806 | 0 | 0 | $0 |
| Theresa M Messina | Chief Accounting Officer | Jan. 15, 2010 A | 5,809 | 0 | 0 | $0 |
| Scott Michael Mcbrair | EVP, Retail Banking | Dec. 20, 2008 F | 12,990 | 0 | 0 | $0 |
| Douglas O Hart | Chief Accounting Officer | Dec. 16, 2008 A | 10,701 | 0 | 0 | $0 |
| Mona Aboelnaga | Director | June 8, 2026 G | 14,312 | 0 | 0 | $0 |
| William L Atwell | Director | May 21, 2026 A | 32,511 | 0 | 0 | $0 |
| Carol Hayles | Director | Sept. 8, 2025 S | 12,389 | 0 | 1 | $-298,109 |
| Lauren States | Director | May 22, 2025 G | 14,345 | 0 | 0 | $0 |
| William David Haas | Director | May 21, 2025 A | 4,665 | 0 | 0 | $0 |
| Maureen Mitchell | Director | May 21, 2025 A | 15,535 | 0 | 0 | $0 |
| William E. Whiston | Director | May 21, 2025 A | 11,366 | 0 | 0 | $0 |
| Richard L. O'Toole | Director | May 21, 2025 A | 37,193 | 0 | 0 | $0 |
| John P. Cahill | Director | May 21, 2025 A | 25,341 | 0 | 0 | $0 |
| James J Landy | Director | Dec. 12, 2023 G | 66,078 | 0 | 0 | $0 |
| Linda H. Ianieri | Director | April 26, 2023 A | 9,735 | 0 | 0 | $0 |
| Karen R Osar | Director | April 26, 2023 A | 27,062 | 0 | 0 | $0 |
| James Copenhaver Smith | Director | Feb. 24, 2020 F | 331,976 | 0 | 0 | $0 |
| John Joseph Crawford | Director | Feb. 19, 2020 S | 9,099 | 0 | 0 | $0 |
| Joel S Becker | Director | April 30, 2018 M | 72,272 | 0 | 0 | $0 |
| Michael C Jacobi | Director | Jan. 26, 2017 M | 18,418 | 0 | 0 | $0 |
| Charles W Shivery | Director | April 28, 2016 A | 21,050 | 0 | 0 | $0 |
| Robert A Finkenzeller | Director | July 29, 2015 S | 21,426 | 0 | 0 | $0 |
| David A Coulter | Director | May 13, 2013 S | 0 | 0 | 0 | $0 |
| Roger A Gelfenbien | Director | March 6, 2009 P | 7,768 | 0 | 0 | $0 |
| George T Carpenter | Director | Feb. 11, 2008 S | 0 | 0 | 0 | $0 |
| Robert F Stoico | Director | April 20, 2006 A | 142,463 | 0 | 0 | $0 |
| Michael G Morris | Director | Jan. 26, 2004 J | 2,077 | 0 | 0 | $0 |
| Kristen Antonopoulos | — | Aug. 13, 2026 F | 6,230 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Warburg Pincus Private Equity X, L.P. S.S. OR, Warburg Pincus X Partners, L.P. S.S. OR, Warburg Pincus X, L.P. S.S. OR, Warburg Pincus X LLC S.S. OR, Warburg Pincus Partners LLC S.S. OR, Warburg Pincus & Co. S.S. OR, Warburg Pincus LLC S.S. OR, Charles R. Kaye S.S. OR, Joseph P. Landy S.S. OR ×9 filings | May 14, 2013 | — | Initial filing | — | SEC |
| ALGEBRIS GLOBAL FINANCIALS MASTER FUND, ALGEBRIS INVESTMENTS (CAYMAN) LTD, ALGEBRIS INVESTMENTS (UK) LLP, ERIC HALET, DAVIDE SERRA ×2 filings | Jan. 27, 2010 | — | 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 95 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 |
|---|---|---|---|---|
| ARB · AltShares Trust | 2.70% | 38,332 NS | May 31, 2026 | N-PORT |
| MNA · New York Life Investments ETF Trust | 2.03% | 69,992 NS | April 30, 2026 | N-PORT |
| IAT · iShares Trust | 2.01% | 172,658 SH | Aug. 8, 2026 | Daily |
| EPSB · Harbor ETF Trust | 1.89% | 1,215 NS | April 30, 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 1.21% | 77,613 SH | Aug. 8, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.98% | 67,060 NS | April 30, 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.93% | 137,742 NS | April 30, 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0.88% | 7,631 NS | April 30, 2026 | N-PORT |
| IJJ · iShares Trust | 0.73% | 825,338 SH | Aug. 8, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.71% | 139,117 SH | Aug. 8, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.67% | 698,863 NS | April 30, 2026 | N-PORT |
| RFV · Invesco Exchange-Traded Fund Trust | 0.55% | 23,704 SH | Aug. 8, 2026 | Daily |
| MIDE · DBX ETF Trust | 0.47% | 217 NS | May 29, 2026 | N-PORT |
| XJH · iShares Trust | 0.40% | 21,919 SH | Aug. 8, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.39% | 21,722 SH | Aug. 8, 2026 | Daily |
| IJH · iShares Trust | 0.35% | 5,590,467 SH | Aug. 8, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.34% | 261,795 SH | Aug. 8, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.34% | 18,373 NS | April 30, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.30% | 25,913 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.26% | 2,358,541 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.26% | 23,076 SH | Aug. 8, 2026 | Daily |
| MVV · ProShares Trust | 0.25% | 5,572 NS | May 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.24% | 87,384 SH | Aug. 8, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.24% | 76,937 NS | April 30, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 65,675 NS | April 30, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.23% | 2,670 NS | April 30, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.22% | 436,599 NS | May 31, 2026 | N-PORT |
| ISCB · iShares Trust | 0.20% | 7,252 SH | Aug. 8, 2026 | Daily |
| IYF · iShares Trust | 0.19% | 107,564 SH | Aug. 8, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.19% | 32,916 SH | Aug. 8, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 19,496 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.19% | 366,790 NS | April 30, 2026 | N-PORT |
| UMDD · ProShares Trust | 0.18% | 778 NS | May 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.17% | 83,024 SH | Aug. 8, 2026 | Daily |
| IYG · iShares Trust | 0.17% | 48,815 SH | Aug. 8, 2026 | Daily |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.16% | 13,609 NS | May 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.15% | 3,716,016 SH | Aug. 8, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.14% | 1,860,055 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.14% | 262,500 SH | Aug. 8, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.14% | 42,541 NS | April 30, 2026 | N-PORT |
| ISCG · iShares Trust | 0.13% | 16,571 SH | Aug. 8, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.12% | 5,304 NS | April 30, 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.12% | 217,673 | Aug. 8, 2026 | Daily |
| IWS · iShares Trust | 0.12% | 242,365 SH | Aug. 8, 2026 | Daily |
| PFF · iShares Trust | 0.12% | 700,120 SH | Aug. 8, 2026 | Daily |
| WSML · iShares Trust | 0.12% | 10,088 SH | Aug. 8, 2026 | Daily |
| TILT · FlexShares Trust | 0.11% | 31,108 NS | April 30, 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.10% | 5,538 NS | May 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.09% | 658,449 SH | Aug. 8, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.08% | 4,557 NS | April 30, 2026 | N-PORT |