ZION Zions Bancorporation N.A. - Common Stock
About Zions Bancorporation N.A. - Common Stock Company overview from Wikipedia
Zions Bancorporation is an American national bank headquartered in Salt Lake City, Utah. It operates as a national bank rather than as a bank holding company and does business under the following seven brands: Zions Bank, Amegy Bank of Texas, California Bank and Trust, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and the Commerce Bank of Washington.
Read more
Zions Bancorporation is an American national bank headquartered in Salt Lake City, Utah. It operates as a national bank rather than as a bank holding company and does business under the following seven brands: Zions Bank, Amegy Bank of Texas, California Bank and Trust, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and the Commerce Bank of Washington.
As of 2023, it had 416 branches and over 1 million customers, mostly in the western United States. It was founded by the Church of Jesus Christ of Latter-day Saints (LDS Church) in 1873, although the church divested its interest in the bank in 1960.
History
Zion's Savings Bank & Trust Company was established by the LDS Church in July 1873 to take over the savings department of the Deseret National Bank, the fourth attempt at creating a national bank in Utah, incorporated in 1868. It opened for business on October 1, 1873 and received $5,876 in deposits from 46 depositors. Brigham Young, LDS Church president, was the bank's first president, and the bank was intended to encourage immigration to Utah and further the financial interests of the church.
During the Panic of 1893, the bank managed to remain solvent despite difficulties.
During the early 20th century, Zions financed such firms as:
Bingham Copper Company (later Kennecott Utah Copper)
Salt Lake and Los Angeles Railroad Company (later Union Pacific Railroad)
Big Cottonwood Power Company (later Utah Power and then Rocky Mountain Power)
Salt Lake Gas Company (later Mountain Fuel Supply Company and then Questar Gas)
The Panic of 1907 was the lone interruption in the steady growth of Zions. However, deposits grew from $2 million in 1901 to $9 million in 1918.
Great Depression
On the morning of February 15, 1932 customers began a run on the bank, waiting in lines that ran out of the building and onto the street. Tellers were instructed to honor all withdrawal requests. In 2.5 days, a total of $1.5 million was withdrawn. Near the end of the second day, Heber J. Grant, president of both the bank and the LDS Church, placed a sign in the bank's window that read, in part: "[The bank] is in a very strong, clean, liquid condition. It can pay off every depositor in full. Fear of its failure is not only without foundation, but positively foolish. There is not a safer bank in the State or the Nation."
Lines of depositors that had been as long as a city block began to dwindle, and within five or six days many customers returned to deposit their money. By month's end, total deposits were more than withdrawals, and Zions had survived the Great Depression.
In 1957, Zions merged with Utah Savings and Trust Company, established in 1889, and First National Bank of Salt Lake City, established in 1890. The surviving institution was named Zions First National Bank.
1960–2007
Keystone Insurance and Investment Co. was formed in April 1955 to acquire Lockhart Corporation. In April 1960, Keystone, together with several individual investors, acquired a 57.5% interest in Zions First National Bank from the LDS Church. At that time, the bank had deposits of approximately $120 million. In 1965, the name of the company was changed to Zions Bancorporation. However, it operated as Zions Utah Bancorporation from 1966 to 1987.
It acquired Bank of Kearns in 1962, Bank of Spanish Fork in 1968, Utah National Bank in 1969, Bank of Commerce, Bank of St. George, and Bountiful State Bank in 1970, Bank of Vernal and Carbon Emery Bank in 1973.
In January 1966, Zions became a public company via an initial public offering. There continued to be some minority shareholders until April 1972, when the company exchanged the remaining minority shares for common shares.
The bank expanded into Nevada in 1985 with the purchase of Nevada State Bank. It entered Arizona in 1986 with the acquisition of Mesa Bank, and expanded into Colorado and New Mexico in 1996 by acquiring Aspen Bancshares, which operated Pitkin County Bank and Trust, Valley National Bank of Cortez, and Centennial Savings Bank.
In March 1997, Zions acquired 27 branches in Arizona, Idaho, Nevada, and Utah from Wells Fargo. In July 1997, Zions acquired Tri-State Bank of Idaho. In September 1997, Zions acquired Vectra Banking Corporation and Tri-State Finance Corporation of Colorado for a total of $200 million.
In 1999, the company bid for First Security Corporation but lost to Wells Fargo after the U.S. Securities and Exchange Commission forced Zions to restate its results in prior years due to the way it accounted for acquisitions. Despite the unsuccessful pursuit of First Security, Zions became the largest bank headquartered in Utah.
In 1999, the company proposed a $5.9 billion acquisition of First Security Corporation. The acquisition was delayed due to accounting revisions Zions made at the request of federal regulators. By March 2000, the deal's value fell to $3.8 billion after First Security's stock plummeted following an earnings warning. Zions' shareholders ultimately rejected the merger. In April 2000, Wells Fargo agreed to acquire First Security.
In December 2005, the company expanded into Texas with the acquisition of Amegy Bank.
Since 2008
On October 27, 2008, Zions received a $1.4 billion loan from the U.S. government as a result of the Troubled Asset Relief Program. It repaid the final $700 million on September 26, 2012, and the government realized a profit of $253 million. In 2010, Zions sold NetDeposit to BankServ. Zions Bank paid over $8 million in civil penalties in 2011, related to investigation by the fraud division of the Office of the Comptroller of the Currency which alleged failures to follow regulations about possible money laundering activities. Harris Simmons, then CEO of Zions, said the investigation found no evidence of actual illegal activities and added the failures to follow regulations were not intentional. On June 1, 2015, Zions Bancorporation announced a corporate restructuring, which included the consolidation of seven bank charters into a single charter and $120 million in expense reduction initiatives. In October 2018, Zions merged the holding company and its banking subsidiary ZB, N.A. into Zions Bancorporation, N.A.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
ZION Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
ZION 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 |
|---|---|
| Aug. 13, 2026 | $0.4800 |
| May 14, 2026 | $0.4500 |
| Feb. 12, 2026 | $0.4500 |
| Nov. 13, 2025 | $0.4500 |
| Aug. 14, 2025 | $0.4500 |
| May 15, 2025 | $0.4300 |
| Feb. 13, 2025 | $0.4300 |
| Nov. 14, 2024 | $0.4300 |
| Aug. 15, 2024 | $0.4100 |
| May 15, 2024 | $0.4100 |
| Feb. 14, 2024 | $0.4100 |
| Nov. 8, 2023 | $0.4100 |
| Aug. 16, 2023 | $0.4100 |
| May 17, 2023 | $0.4100 |
| Feb. 15, 2023 | $0.4100 |
| Nov. 9, 2022 | $0.4100 |
| Aug. 17, 2022 | $0.4100 |
| May 18, 2022 | $0.3800 |
| Feb. 16, 2022 | $0.3800 |
| Nov. 9, 2021 | $0.3800 |
ZION Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 5 17.2%
- Buy 7 24.1%
- Hold 14 48.3%
- Sell 3 10.3%
- Strong Sell 0 0.0%
12-Month Price Target
21 analysts · 2026-08-16Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $3.05 | $1.85 | 1.2% |
| March 31, 2026 | $1.56 | $1.45 | 0.11% |
| Dec. 31, 2025 | $1.76 | $1.59 | 0.17% |
| Sept. 30, 2025 | $1.48 | $1.44 | 0.04% |
| June 30, 2025 | $1.63 | $1.34 | 0.29% |
| March 31, 2025 | $1.13 | $1.21 | -0.08% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | — |
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | — |
| SSB | $9.33B | 12.0 | 56.1% | 29.8% | 8.9% | — |
| CFR | — | 12.8 | 8.3% | 29.0% | 14.8% | — |
| ONB | $8.69B | 12.5 | — | 26.5% | 8.1% | — |
| COLB | $8.26B | 12.2 | 18.8% | 310.7% | 8.5% | — |
| PB | $6.43B | 12.1 | 4.8% | 43.4% | 7.1% | — |
| WAL | — | 9.6 | 99.7% | 713.6% | 13.5% | — |
| BOKF | $7.18B | 12.9 | 6.1% | 26.6% | 10.1% | — |
| CBSH | $7.20B | 13.0 | 6.5% | 32.1% | 16.0% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $662M | $639M | $616M | $614M | $575M | $549M | $525M | $508M | |
| Interest Expense | · | · | $1.51B | $185M | $59M | $152M | $411M | $251M | |
| Interest Income | $4.18B | $4.29B | $3.95B | $2.71B | $2.27B | $2.37B | $2.68B | $2.48B | |
| Income Tax | $276M | $228M | $206M | $245M | $317M | $133M | $237M | $259M | |
| Net Income | $899M | $784M | $680M | $907M | $1.13B | $539M | $816M | $884M | |
| EPS (Basic) | $6.01 | $4.95 | $4.35 | $5.80 | $6.80 | $3.06 | $4.41 | $4.36 | |
| EPS (Diluted) | $6.01 | $4.95 | $4.35 | $5.79 | $6.79 | $3.02 | $4.16 | $4.08 | |
| Shares (Basic) | 147,115,000 | 147,210,000 | 147,748,000 | 150,064,000 | 159,913,000 | 163,737,000 | 175,984,000 | 193,589,000 | |
| Shares (Diluted) | 147,157,000 | 147,215,000 | 147,756,000 | 150,271,000 | 160,234,000 | 165,613,000 | 186,504,000 | 206,501,000 |
Balance Sheet 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | · | · | · | · | $1.32B | $1.21B | $1.14B | $1.12B | |
| PP&E (Gross) | · | · | · | · | · | · | $2.10B | $2.00B | |
| Accum. Depreciation | · | · | · | · | · | · | $953M | $871M | |
| Goodwill | $1.06B | $1.03B | $1.03B | $1.03B | $1.01B | $1.01B | $1.01B | $1.01B | |
| Intangibles | $31M | $25M | $32M | $38M | $1M | $2M | $0 | $1M | |
| Total Assets | $88.69B | $88.78B | $87.20B | $89.55B | $93.20B | $81.48B | $69.17B | $68.75B | |
| Short-term Debt | $3.10B | $3.83B | $4.38B | $10.42B | $903M | $1.57B | $2.05B | $5.65B | |
| Total Liabilities | $81.51B | $82.65B | $81.51B | $84.65B | $85.74B | $73.59B | $61.82B | $61.17B | |
| Long-term Debt | · | $946M | $542M | $651M | $1.01B | $1.34B | $1.72B | $724M | |
| Total Debt | $3.10B | $3.83B | $4.38B | $10.42B | $903M | $1.57B | · | · | |
| Common Stock | · | · | · | · | · | · | · | $0 | |
| Paid-in Capital | · | · | $1.73B | $1.75B | $1.93B | $2.69B | $2.73B | $3.81B | |
| Retained Earnings | $7.33B | $6.70B | $6.21B | $5.81B | $5.17B | $4.31B | $4.01B | $3.46B | |
| AOCI | $-1.94B | $-2.38B | $-2.69B | $-3.11B | $-80M | $325M | $43M | $250M | |
| Stockholders' Equity | $7.18B | $6.12B | $5.69B | $4.89B | $7.46B | $7.89B | $7.35B | $7.58B | |
| Liabilities + Equity | $88.69B | $88.78B | $87.20B | $89.55B | $93.20B | $81.48B | $69.17B | $68.75B | |
| Shares Outstanding | 147,653,000 | 147,871,000 | 148,153,000 | 148,664,000 | 151,625,000 | 164,090,000 | 165,057,000 | 187,554,000 |
Cash Flow 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $116M | $124M | $140M | $110M | $-14M | $86M | $188M | $193M | |
| Stock-based Comp | $35M | $33M | $33M | $30M | $28M | $26M | $27M | $26M | |
| Deferred Tax | $47M | $-7M | $-9M | $-43M | $32M | $-58M | $-2M | $0 | |
| Operating Cash Flow | $1.07B | $1.15B | $885M | $1.47B | $629M | $719M | $697M | $1.18B | |
| CapEx | $121M | $97M | $113M | $190M | $206M | $171M | $117M | $129M | |
| Investing Cash Flow | $738M | $-1.64B | $2.37B | $1.41B | $-11.58B | $-12.20B | $375M | $-2.71B | |
| Debt Issued | $498M | $496M | $0 | $0 | $0 | $0 | $992M | $497M | |
| Net Debt Issued | $498M | $408M | $-128M | $-290M | $-286M | $-429M | $0 | $-162M | |
| Stock Issued | $6M | $10M | $3M | $9M | $21M | $8M | $14M | $20M | |
| Stock Repurchased | $41M | $36M | $51M | $202M | $800M | $76M | $1.10B | $672M | |
| Net Stock Activity | $-35M | $-26M | $-48M | $-193M | $-779M | $-68M | $-1.09B | $-664M | |
| Dividends Paid | $267M | $289M | $282M | $269M | $261M | $259M | $260M | $236M | |
| Financing Cash Flow | $-1.78B | $427M | $-3.20B | $-2.81B | $11.00B | $11.32B | $-981M | $1.60B | |
| Net Change in Cash | $32M | $-65M | $59M | $62M | $52M | $-162M | $91M | $66M | |
| Taxes Paid | $196M | $192M | $255M | $21M | $442M | $169M | $233M | $207M | |
| Free Cash Flow | $952M | $1.05B | $772M | $1.28B | $423M | $548M | $580M | $1.05B |
Profitability 3
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 135.8% | 122.7% | 109.7% | 147.7% | 196.3% | 98.2% | 28.8% | 31.8% | |
| ROA | 1.0% | 0.89% | 0.77% | 0.99% | 1.3% | 0.72% | 1.2% | 1.3% | |
| ROE | 13.1% | 12.5% | 12.4% | 18.9% | 14.8% | 6.9% | 11.0% | 11.6% |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.4 | 0.6 | 0.8 | 2.1 | 0.1 | 0.2 | · | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.6% | 3.7% | 0.33% | 6.8% | 4.7% | · | · | · | |
| Revenue CAGR 3Y | 2.5% | 3.6% | 3.9% | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.8% | · | · | · | · | · | · | · | |
| EPS YoY | 21.4% | 13.8% | -24.9% | -14.7% | 124.8% | · | · | · | |
| EPS CAGR 3Y | 1.2% | -10.0% | 12.9% | · | · | · | · | · | |
| EPS CAGR 5Y | 14.8% | · | · | · | · | · | · | · | |
| Net Income YoY | 14.7% | 15.3% | -25.0% | -19.7% | 109.5% | · | · | · | |
| Net Income CAGR 3Y | -0.29% | -11.5% | 8.1% | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.8% | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 0.61% | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $662M | $639M | $616M | $614M | $575M | $549M | $525M | $508M | |
| Net Income TTM | $899M | $784M | $680M | $907M | $1.13B | $539M | $816M | $884M | |
| Market Cap | $8.64B | $8.02B | $6.50B | $7.31B | $9.58B | $7.13B | $8.57B | $7.64B | |
| P/E | 9.7 | 11.0 | 10.1 | 8.5 | 9.3 | 14.4 | 12.5 | 10.0 | |
| P/S | 13.1 | 12.6 | 10.6 | 11.9 | 16.7 | 13.0 | 16.3 | 15.0 | |
| P/B | 1.2 | 1.3 | 1.1 | 1.5 | 1.3 | 0.9 | 1.2 | 1.0 | |
| P / Tangible Book | 1.4 | 1.6 | 1.4 | 1.9 | 1.5 | 1.0 | · | · | |
| P / Cash Flow | 8.1 | 7.0 | 7.3 | 5.0 | 15.2 | 9.9 | 12.3 | 6.5 | |
| P / FCF | 9.1 | 7.6 | 8.4 | 5.7 | 22.6 | 13.0 | 14.8 | 7.3 | |
| Dividend Yield | 3.1% | 3.6% | 4.3% | 3.7% | 2.7% | 3.6% | 3.0% | 3.1% | |
| Earnings Yield | 10.3% | 9.1% | 9.9% | 11.8% | 10.8% | 7.0% | 8.0% | 10.0% | |
| Payout Ratio | 29.7% | 36.9% | 41.5% | 29.7% | 23.1% | 48.0% | 31.9% | 26.7% | |
| Annual Payout | $267M | $289M | $282M | $269M | $261M | $259M | $260M | $236M |
Income Statement 9
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $172M | $177M | $163M | $164M | $158M | $172M | $161M | $154M | $152M | $146M | $157M | $162M | $151M | $153M | $156M | $154M | |
| Interest Expense | · | · | · | · | · | · | · | · | $468M | · | $425M | $386M | $241M | · | $44M | $15M | |
| Interest Income | $996M | $1.04B | $1.06B | $1.05B | $1.03B | $1.06B | $1.10B | $1.07B | $1.05B | $1.04B | $1.01B | $977M | $920M | $835M | $707M | $608M | |
| Income Tax | $61M | $76M | $63M | $68M | $69M | $54M | $63M | $61M | $50M | $24M | $53M | $51M | $78M | $75M | $61M | $57M | |
| Net Income | $233M | $263M | $222M | $244M | $170M | $216M | $214M | $201M | $153M | $126M | $175M | $175M | $204M | $284M | $217M | $203M | |
| EPS (Basic) | $1.56 | $1.76 | $1.48 | $1.63 | $1.13 | $1.34 | $1.37 | $1.28 | $0.96 | $0.78 | $1.13 | $1.11 | $1.33 | $1.84 | $1.40 | $1.29 | |
| EPS (Diluted) | $1.56 | $1.76 | $1.48 | $1.63 | $1.13 | $1.34 | $1.37 | $1.28 | $0.96 | $0.78 | $1.13 | $1.11 | $1.33 | $1.83 | $1.40 | $1.29 | |
| Shares (Basic) | 146,946,000 | -294,295,000 | 147,045,000 | 147,044,000 | 147,321,000 | -294,381,000 | 147,138,000 | 147,115,000 | 147,338,000 | -295,607,000 | 147,648,000 | 147,692,000 | 148,015,000 | -301,484,000 | 149,628,000 | 150,635,000 | |
| Shares (Diluted) | 147,038,000 | -294,408,000 | 147,125,000 | 147,053,000 | 147,387,000 | -294,398,000 | 147,150,000 | 147,120,000 | 147,343,000 | -295,631,000 | 147,653,000 | 147,696,000 | 148,038,000 | -302,046,000 | 149,792,000 | 150,838,000 |
Balance Sheet 13
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $1.39B | $1.37B | |
| Goodwill | · | $1.06B | · | · | · | $1.03B | · | · | · | · | · | · | · | · | · | · | |
| Intangibles | · | $31M | · | · | · | $25M | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $87.96B | $88.99B | $88.53B | $88.89B | $87.99B | $88.78B | $87.03B | $87.61B | $87.06B | · | $87.27B | $87.23B | $88.57B | · | $88.47B | $87.78B | |
| Short-term Debt | · | $3.10B | · | · | · | $3.83B | · | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $80.66B | $81.81B | $81.67B | $82.30B | $81.67B | $82.65B | $80.65B | $81.58B | $81.23B | · | $81.95B | $81.95B | $83.39B | · | $83.78B | $82.15B | |
| Long-term Debt | · | · | · | · | · | · | · | · | $544M | · | $540M | $538M | $663M | · | $647M | $671M | |
| Paid-in Capital | · | · | · | · | · | · | · | · | $1.71B | · | $1.73B | $1.72B | $1.72B | · | $1.80B | $1.84B | |
| Retained Earnings | $7.50B | $7.33B | $7.13B | $6.98B | $6.80B | $6.70B | $6.56B | $6.42B | $6.29B | · | $6.16B | $6.05B | $5.95B | · | $5.60B | $5.45B | |
| AOCI | $-1.94B | $-1.94B | $-2.06B | $-2.16B | $-2.25B | $-2.38B | $-2.34B | $-2.55B | $-2.61B | · | $-3.01B | $-2.93B | $-2.92B | · | $-3.14B | $-2.10B | |
| Stockholders' Equity | $7.30B | $7.18B | $6.87B | $6.60B | $6.33B | $6.12B | $6.38B | $6.03B | $5.83B | $5.69B | $5.32B | $5.28B | $5.18B | $4.89B | $4.70B | $5.63B | |
| Liabilities + Equity | $87.96B | $88.99B | $88.53B | $88.89B | $87.99B | $88.78B | $87.03B | $87.61B | $87.06B | · | $87.27B | $87.23B | $88.57B | · | $88.47B | $87.78B | |
| Shares Outstanding | 147,077,000 | 147,653,000 | 147,640,000 | 147,603,000 | 147,567,000 | 147,871,000 | 147,699,000 | 147,684,000 | 147,653,000 | 148,153,000 | 148,146,000 | 148,144,000 | 148,100,000 | 148,664,000 | 149,611,000 | 150,471,000 |
Cash Flow 16
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $29M | $30M | $29M | $28M | $29M | $32M | $31M | $32M | $32M | $36M | $36M | $36M | $31M | $34M | $26M | |
| Stock-based Comp | $18M | $6M | $6M | $6M | $17M | $5M | $4M | $8M | $16M | $5M | $4M | $7M | $17M | $5M | $3M | $5M | |
| Deferred Tax | $28M | $7M | $9M | $-7M | $38M | $-10M | $-14M | $-5M | $22M | $-30M | $34M | $-19M | $6M | $-58M | $-14M | $-10M | |
| Operating Cash Flow | $423M | $518M | $438M | $-62M | $179M | $517M | $119M | $251M | $261M | $-245M | $311M | $598M | $221M | $494M | $172M | $516M | |
| CapEx | $25M | $38M | $25M | $31M | $27M | $28M | $22M | $17M | $30M | $29M | $31M | $22M | $31M | $36M | $52M | $49M | |
| Investing Cash Flow | $428M | $-651M | $359M | $-631M | $1.66B | $-2.37B | $1.13B | $-460M | $53M | $738M | $-148M | $1.19B | $591M | $-549M | $-1.34B | $2.37B | |
| Debt Issued | $497M | $0 | $498M | · | $0 | $496M | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $497M | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | |
| Stock Issued | $14M | $0 | $2M | $0 | $4M | $9M | $1M | $0 | $0 | $1M | $0 | $0 | $2M | $1M | $0 | $2M | |
| Stock Repurchased | $77M | $0 | $0 | $0 | $41M | $1M | $0 | $0 | $35M | $1M | $0 | $0 | $50M | $51M | $50M | $50M | |
| Net Stock Activity | $-63M | · | · | · | $-37M | · | · | · | $-35M | · | · | · | $-48M | · | · | · | |
| Dividends Paid | $68M | $68M | $68M | $65M | $66M | $74M | $72M | $72M | $71M | $71M | $73M | $69M | $69M | $69M | $70M | $64M | |
| Financing Cash Flow | $-873M | $45M | $-806M | $640M | $-1.66B | $1.39B | $-855M | $217M | $-321M | $-477M | $-164M | $-1.69B | $-862M | $163M | $1.16B | $-3.02B | |
| Net Change in Cash | $-22M | $-88M | $-9M | $-53M | $182M | $-463M | $397M | $8M | $-7M | $16M | $-1M | $94M | $-50M | $108M | $-10M | $-141M | |
| Taxes Paid | $2M | $23M | $59M | $113M | $1M | $61M | $41M | $90M | $0 | $22M | $2M | $231M | $0 | $16M | $1M | $5M | |
| Free Cash Flow | $398M | · | · | · | $152M | · | · | · | $231M | · | · | · | $190M | · | · | · |
Profitability 3
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 135.5% | · | 136.2% | 148.8% | 107.6% | · | 132.9% | 130.5% | 101.3% | · | 111.5% | 108.0% | 135.1% | · | 139.1% | 131.8% | |
| ROA | 0.26% | · | 0.25% | 0.28% | 0.19% | · | 0.25% | 0.23% | 0.17% | · | 0.20% | 0.20% | 0.23% | · | 0.25% | 0.23% | |
| ROE | 3.4% | · | 3.4% | 3.9% | 2.8% | · | 3.7% | 3.6% | 2.8% | · | 3.5% | 3.2% | 3.5% | · | 3.5% | 3.0% |
Efficiency 1
| Metric | Trend | 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 | Q2 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 | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $657M | · | $646M | $637M | $625M | · | $624M | $625M | $622M | · | $626M | $623M | $612M | · | $612M | $595M | |
| Net Income TTM | $962M | · | $852M | $844M | $801M | · | $694M | $655M | $629M | · | $838M | $880M | $908M | · | $836M | $859M | |
| Market Cap | $8.47B | · | $8.35B | $7.67B | $7.36B | · | $6.97B | $6.41B | $6.41B | · | $5.17B | $3.98B | $4.43B | · | $7.61B | $7.66B | |
| P/E | 9.0 | · | 10.1 | 9.5 | 9.7 | · | 10.8 | 10.5 | 10.9 | · | 6.4 | 4.7 | 5.1 | · | 9.6 | 9.5 | |
| P/S | 12.9 | · | 12.9 | 12.0 | 11.8 | · | 11.2 | 10.2 | 10.3 | · | 8.3 | 6.4 | 7.2 | · | 12.4 | 12.9 | |
| P/B | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.1 | · | 1.0 | 0.8 | 0.9 | · | 1.6 | 1.4 | |
| P / Tangible Book | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.1 | · | 1.0 | 0.8 | 0.9 | · | 1.6 | 1.4 | |
| P / Cash Flow | 20.0 | · | · | · | 41.1 | · | · | · | 24.6 | · | · | · | 20.1 | · | · | · | |
| P / FCF | 21.3 | · | · | · | 48.4 | · | · | · | 27.7 | · | · | · | 23.3 | · | · | · | |
| Earnings Yield | 11.2% | · | 9.9% | 10.5% | 10.3% | · | 9.3% | 9.6% | 9.2% | · | 15.5% | 21.1% | 19.6% | · | 10.4% | 10.5% | |
| Payout Ratio | 29.2% | · | · | · | 38.8% | · | · | · | 46.4% | · | · | · | 33.8% | · | · | · |
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 | $662M | $639M | $616M | $614M | $575M |
| Net Income | $899M | $784M | $680M | $907M | $1.13B |
| Diluted EPS | $6.01 | $4.95 | $4.35 | $5.79 | $6.79 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.4 | 0.6 | 0.8 | 2.1 | 0.1 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $952M | $1.05B | $772M | $1.28B | $423M |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Institutional owners (13F) 648 filers · $6.1B 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 84 (-12 vs prior Q) | 36 (-26 vs prior Q) | 240 (+12 vs prior Q) | 165 (+2 vs prior Q) | +6.8M |
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 | $768,536,851 | 11,107,629 | 12.67% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $503,235,000 | 7,273,235 | 8.29% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $458,904,128 | 6,632,521 | 7.56% | Shares |
| STATE STREET CORP | $410,244,392 | 5,929,244 | 6.76% | Shares |
| TWO SIGMA INVESTMENTS, LP | $193,347,580 | 2,794,444 | 3.19% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $183,332,305 | 2,649,694 | 3.02% | Shares |
| FIDUCIARY MANAGEMENT INC /WI/ | $179,289,072 | 2,591,257 | 2.95% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $177,548,281 | 2,566,097 | 2.93% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $171,470,950 | 2,477,573 | 2.83% | Shares |
| FIRST TRUST ADVISORS LP | $141,323,746 | 2,042,546 | 2.33% | Shares |
| MACKENZIE FINANCIAL CORP | $120,365,207 | 1,739,633 | 1.98% | Shares |
| NORGES BANK | $119,341,126 | 1,724,832 | 1.97% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $117,638,429 | 1,700,223 | 1.94% | Shares |
| Quantinno Capital Management LP | $110,459,273 | 1,596,462 | 1.82% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $80,063,485 | 1,157,154 | 1.32% | Shares |
| MILLENNIUM MANAGEMENT LLC | $78,624,057 | 1,136,350 | 1.30% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $72,796,944 | 1,052,131 | 1.20% | Shares |
| TWO SIGMA ADVISERS, LP | $69,200,134 | 1,182,100 | 1.14% | Shares |
| FMR LLC | $65,058,506 | 940,288 | 1.07% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $64,354,934 | 930,119 | 1.06% | Shares |
| Balyasny Asset Management L.P. | $54,831,068 | 792,471 | 0.90% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54,688,053 | 790,404 | 0.90% | Shares |
| Azora Capital LP | $52,232,846 | 754,919 | 0.86% | Shares |
| Freestone Grove Partners LP | $51,285,842 | 741,232 | 0.85% | Shares |
| Qube Research & Technologies Ltd | $50,502,335 | 729,908 | 0.83% | Shares |
| AMERICAN CENTURY COMPANIES INC | $43,639,297 | 630,716 | 0.72% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $42,136,918 | 609,003 | 0.69% | Shares |
| Bridgewater Associates, LP | $40,915,991 | 591,357 | 0.67% | Shares |
| Walleye Capital LLC | $40,217,172 | 581,257 | 0.66% | Shares |
| GOLDMAN SACHS GROUP INC | $37,885,002 | 547,550 | 0.62% | Shares |
| PEAK6 LLC | $36,864,432 | 532,800 | 0.61% | Call option |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $31,359,282 | 544,243 | 0.52% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $30,946,265 | 447,265 | 0.51% | Shares |
| Arbejdsmarkedets Tillaegspension | $30,706,522 | 443,800 | 0.51% | Shares |
| MetLife Investment Management, LLC | $30,444,361 | 440,011 | 0.50% | Shares |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $29,415,229 | 425,137 | 0.48% | Shares |
| MORGAN STANLEY | $28,161,715 | 407,020 | 0.46% | Shares |
| RHUMBLINE ADVISERS | $27,774,542 | 401,425 | 0.46% | Shares |
| BANK OF AMERICA CORP /DE/ | $27,609,992 | 399,046 | 0.46% | Shares |
| Point72 Asset Management, L.P. | $25,825,306 | 373,252 | 0.43% | Shares |
| ALGERT GLOBAL LLC | $25,272,339 | 365,260 | 0.42% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $24,070,000 | 347,886 | 0.40% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $23,448,145 | 338,895 | 0.39% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $22,997,165 | 332,377 | 0.38% | Shares |
| Schonfeld Strategic Advisors LLC | $22,336,952 | 322,835 | 0.37% | Shares |
| SummitTX Capital, L.P. | $21,880,715 | 316,241 | 0.36% | Shares |
| California Public Employees Retirement System | $21,403,235 | 309,340 | 0.35% | Shares |
| Swiss National Bank | $20,535,592 | 296,800 | 0.34% | Shares |
| Verition Fund Management LLC | $20,180,094 | 291,662 | 0.33% | Shares |
| Corient Private Wealth LP | $19,866,978 | 287,137 | 0.33% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $19,654,665 | 284,068 | 0.32% | Shares |
| SEI INVESTMENTS CO | $19,481,970 | 281,572 | 0.32% | Shares |
| AMERIPRISE FINANCIAL INC | $18,911,772 | 273,331 | 0.31% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $18,840,091 | 272,295 | 0.31% | Shares |
| Interval Partners, LP | $18,429,102 | 266,355 | 0.30% | Shares |
| D. E. Shaw & Co., Inc. | $17,342,889 | 250,656 | 0.29% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16,155,865 | 233,500 | 0.27% | Put option |
| STRS OHIO | $15,014,299 | 217,001 | 0.25% | Shares |
| BARCLAYS PLC | $14,801,056 | 213,919 | 0.24% | Shares |
| ALLIANCEBERNSTEIN L.P. | $14,082,674 | 244,406 | 0.23% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $13,881,035 | 200,622 | 0.23% | Shares |
| BlackRock, Inc. | $13,478,212 | 194,800 | 0.22% | Shares |
| Amundi | $13,077,809 | 189,013 | 0.22% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $13,069,991 | 188,900 | 0.22% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $12,917,036 | 186,689 | 0.21% | Shares |
| BW Gestao de Investimentos Ltda. | $12,032,418 | 173,904 | 0.20% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $12,017,888 | 173,694 | 0.20% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $11,818,344 | 170,810 | 0.19% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11,743,550 | 169,729 | 0.19% | Shares |
| FIL Ltd | $11,120,424 | 160,723 | 0.18% | Shares |
| PRUDENTIAL FINANCIAL INC | $10,889,745 | 157,389 | 0.18% | Shares |
| Retirement Systems of Alabama | $10,526,221 | 152,135 | 0.17% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10,200,584 | 177,032 | 0.17% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $9,741,468 | 140,793 | 0.16% | Shares |
| Rhino Investment Partners, Inc | $9,354,350 | 135,198 | 0.15% | Shares |
| Private Advisory Group LLC | $9,020,715 | 130,376 | 0.15% | Shares |
| CITADEL ADVISORS LLC | $8,810,239 | 127,334 | 0.15% | Shares |
| Vest Financial, LLC | $8,743,333 | 126,367 | 0.14% | Shares |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $8,387,283 | 121,221 | 0.14% | Shares |
| Calydon Capital | $8,064,178 | 116,551 | 0.13% | Shares |
| SEIZERT CAPITAL PARTNERS, LLC | $7,785,397 | 112,522 | 0.13% | Shares |
| ExodusPoint Capital Management, LP | $7,617,888 | 110,101 | 0.13% | Shares |
| Edgestream Partners, L.P. | $7,529,048 | 108,817 | 0.12% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $7,348,255 | 106,204 | 0.12% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $7,337,738 | 106,052 | 0.12% | Shares |
| VANGUARD GROUP INC | $7,323,530 | 125,103 | 0.12% | Shares |
| Siena Capital Partners GP, LLC | $7,009,268 | 101,290 | 0.12% | Shares |
| Horizon Investments, LLC | $6,944,479 | 101,040 | 0.11% | Shares |
| CITADEL ADVISORS LLC | $6,932,838 | 100,200 | 0.11% | Call option |
| Sequoia Financial Advisors, LLC | $6,867,934 | 99,262 | 0.11% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $6,760,555 | 97,710 | 0.11% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $6,590,140 | 95,247 | 0.11% | Shares |
| Caption Management, LLC | $6,227,100 | 90,000 | 0.10% | Call option |
| Quantbot Technologies LP | $6,124,699 | 88,520 | 0.10% | Shares |
| Twin Tree Management, LP | $5,908,826 | 85,400 | 0.10% | Call option |
| Legal & General Group Plc | $5,897,271 | 85,233 | 0.10% | Shares |
| IEQ CAPITAL, LLC | $5,851,084 | 84,565 | 0.10% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $5,640,299 | 81,519 | 0.09% | Shares |
| FIFTH THIRD BANCORP | $5,633,120 | 81,415 | 0.09% | Shares |
| PRUDENTIAL PLC | $5,615,114 | 81,155 | 0.09% | Shares |
Company insiders 72 insiders · 52 officers · 20 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Harris H Simmons | Chairman & CEO | March 24, 2026 A | 1,317,493 | 1 | 0 | $265,635 |
| Alan M Forney | Exec VP & Division CEO | May 3, 2024 S | 22,181 | 0 | 0 | $0 |
| Paul B Murphy JR | CEO of Subsidiary Bank | June 2, 2009 A | 18,566 | 0 | 0 | $0 |
| Scott J Mclean | President | Feb. 13, 2026 F | 95,638 | 0 | 2 | $-1,772,010 |
| Nathan Callister | Executive Vice President | June 2, 2026 F | 18,661 | 0 | 0 | $0 |
| Jennifer Anne Smith | Executive Vice President | May 8, 2026 S | 0 | 0 | 6 | $-983,713 |
| Robert Ryan Richards | Controller | May 6, 2026 M | 36,899 | 0 | 0 | $0 |
| Scott A. Law | Executive Vice President | April 28, 2026 M | 32,890 | 0 | 0 | $0 |
| Steven Dan Stephens | Executive Vice President | March 6, 2026 F | 48,105 | 0 | 3 | $-1,019,908 |
| Jason D. Arbuckle | SVP - Controller | Feb. 20, 2026 G | 5,043 | 0 | 1 | $-11,736 |
| Rena A. Miller | Executive VP & General Counsel | Feb. 13, 2026 F | 13,480 | 0 | 0 | $0 |
| Christopher Kyriakakis | EVP - Chief Risk Officer | Feb. 13, 2026 F | 39,119 | 0 | 0 | $0 |
| Derek Steward | Executive Vice President | Feb. 13, 2026 F | 17,449 | 0 | 1 | $-46,494 |
| Eric Ellingsen | Executive VP & | Feb. 13, 2026 F | 44,467 | 0 | 1 | $-93,054 |
| Paul E. Burdiss | Executive Vice President | Dec. 23, 2025 G | 89,528 | 0 | 0 | $0 |
| Bruce K Alexander | Exec VP and | July 29, 2024 S | 17,857 | 0 | 0 | $0 |
| Terry Alan Shirey | Executive Vice President & | July 26, 2024 S | 24,640 | 0 | 0 | $0 |
| Mark Richard Young | Exec VP | May 17, 2024 S | 11,938 | 0 | 0 | $0 |
| Rebecca K Robinson | Executive Vice President | May 3, 2024 S | 22,238 | 0 | 0 | $0 |
| Olga Hoff | Exec VP | March 7, 2024 A | 15,103 | 0 | 0 | $0 |
| Scott A Anderson | Exec VP and | March 7, 2024 A | 22,616 | 0 | 0 | $0 |
| Shannon R. Drage | Senior Vice President | March 6, 2024 F | 8,873 | 0 | 0 | $0 |
| Kenneth Jay Collins | Exec VP | Feb. 13, 2024 F | 15,556 | 0 | 0 | $0 |
| Randy R Stewart | Exec VP | Feb. 13, 2024 F | 14,029 | 0 | 0 | $0 |
| Thomas E Laursen | Executive VP & | Feb. 13, 2024 F | 32,014 | 0 | 0 | $0 |
| Keith D Maio | EVP - Chief Risk Officer | Dec. 19, 2023 S | 38,006 | 0 | 0 | $0 |
| James R Abbott | Senior Vice President | July 1, 2023 D | 83,936 | 0 | 0 | $0 |
| Michael Morris | Executive Vice President | March 1, 2023 F | 29,136 | 0 | 0 | $0 |
| Alexander Hume | Senior Vice President | May 26, 2021 S | 0 | 0 | 0 | $0 |
| David E Blackford | Exec Vice President | May 11, 2021 S | 0 | 0 | 0 | $0 |
| Edward Schreiber | Chief Risk Officer | Jan. 28, 2021 M | 41,986 | 0 | 0 | $0 |
| Stanley D Savage | Exec VP & Pres. Of Subsidiary | March 16, 2020 A | 47,989 | 0 | 0 | $0 |
| Dianne R James | Executive Vice President | March 1, 2019 A | 23,651 | 0 | 0 | $0 |
| Leeanne B Linderman | Executive Vice President | Dec. 28, 2018 F | 13,499 | 0 | 0 | $0 |
| Joseph L. Reilly | Executive Vice President | Dec. 28, 2018 F | 31,439 | 0 | 0 | $0 |
| Dallas E Haun | Exec Vice President | June 12, 2017 F | 19,363 | 0 | 0 | $0 |
| David W Hemingway | Exec. Vice President | June 10, 2016 F | 121,889 | 0 | 0 | $0 |
| Julie G Castle | Executive Vice President | April 28, 2016 S | 385 | 0 | 0 | $0 |
| Doyle L Arnold | Former Vice Chairman and | Nov. 19, 2015 I | 124,399 | 0 | 0 | $0 |
| George Feiger | Exec Vice President | Jan. 27, 2014 F | 38,903 | 0 | 0 | $0 |
| Kenneth E. Peterson | Executive Vice President | April 1, 2013 M | 37,862 | 0 | 0 | $0 |
| Dean L Marotta | Executive Vice President | June 4, 2012 F | 25,894 | 0 | 0 | $0 |
| Connie Linardakis | Executive Vice President | Nov. 4, 2011 A | 19,528 | 0 | 0 | $0 |
| John T Itokazu | Executive Vice President | July 15, 2011 A | 25,300 | 0 | 0 | $0 |
| Danne L Buchanan | Executive Vice Pres. | June 2, 2010 F | 8,086 | 0 | 0 | $0 |
| Gerald J Dent | Exec. Vice President | May 21, 2010 A | 12,803 | 0 | 0 | $0 |
| Clark B Hinckley | Sr. Vice President | Dec. 1, 2009 I | 27,446 | 0 | 0 | $0 |
| Nolan X Bellon | Sr. Vice President | Aug. 17, 2009 F | 13,205 | 0 | 0 | $0 |
| William E Martin | Exec Vice President | April 8, 2008 M | 20,000 | 0 | 0 | $0 |
| Michael Devico | Exec. Vice President | Feb. 27, 2007 J | 1,389 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Zions Bancorporation ×6 filings | July 15, 2010 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Oct. 10, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | March 23, 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 119 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 |
|---|---|---|---|---|
| ICAP · Series Portfolios Trust | 2.19% | 38,089 NS | May 31, 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1.31% | 221,270 NS | April 30, 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 1.07% | 84,078 NS | April 30, 2026 | N-PORT |
| COPY · RBB Fund Trust | 0.76% | 42,053 NS | May 31, 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0.70% | 6,995 NS | April 30, 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.70% | 91,502 NS | April 30, 2026 | N-PORT |
| HWSM · HOTCHKIS & WILEY FUNDS /DE/ | 0.67% | 265 NS | June 30, 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0.60% | 59,328 NS | May 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.60% | 708,009 NS | April 30, 2026 | N-PORT |
| AUSF · Global X Funds | 0.50% | 68,092 NS | May 31, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.46% | 15,869 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.39% | 851,789 NS | April 30, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.38% | 18,861 NS | April 30, 2026 | N-PORT |
| HIDV · AB Active ETFs, Inc. | 0.38% | 11,551 NS | May 31, 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0.37% | 198 NS | May 29, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.28% | 56,383 NS | April 30, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.27% | 16,938 NS | April 30, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.26% | 24,988 NS | April 30, 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.25% | 24,483 NS | May 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.23% | 47,258 NS | April 30, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.21% | 78,145 NS | April 30, 2026 | N-PORT |
| MVV · ProShares Trust | 0.20% | 5,102 NS | May 31, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 21,533 NS | April 30, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.19% | 2,445 NS | April 30, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 57,330 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.17% | 385,778 NS | April 30, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.17% | 398,862 NS | May 31, 2026 | N-PORT |
| UMDD · ProShares Trust | 0.14% | 713 NS | May 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.14% | 3,049 NS | April 30, 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0.12% | 241,985 NS | May 31, 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.12% | 7,558 NS | May 31, 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0.11% | 5,107 NS | April 30, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.11% | 39,406 NS | April 30, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.10% | 10,898 NS | May 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 6,691 NS | April 30, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.09% | 27,258 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.07% | 4,278 NS | April 30, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.07% | 4,948 NS | May 31, 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0.06% | 49,637 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.06% | 125,542 NS | April 30, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.05% | 17,687 NS | April 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.05% | 23,551 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.05% | 5,862 NS | May 31, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.05% | 205,485 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.04% | 306,757 NS | April 30, 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.04% | 8,571 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.04% | 89,723 NS | May 31, 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0.04% | 148,518 NS | May 31, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.03% | 7,142 NS | May 31, 2026 | N-PORT |
| SCHV · SCHWAB STRATEGIC TRUST | 0.03% | 74,829 NS | May 31, 2026 | N-PORT |