En esta página
01AAMI precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
26Mis Métricas
AAMI Acadian Asset Management Inc. Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 6, 2026
$94,17
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$41,47mínimo 52 semanas
$98,52máximo 52 semanas
P/E (TTM)
33.3
BPA (TTM)
$2.83
Ingresos (TTM)
$668M
tus insignias
Rango 52S
$41–$99
Calificación del Analista
HOLD
Precio Objetivo
$91
P/E
33.3
ROE
·
Margen de Beneficio Neto
15.2%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
AAMI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$94.17
P/E (TTM)
33.3
BPA (TTM)
$2.83
Ingresos (TTM)
$668M
Rango 52S
$41–$99
AAMI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$564M2017-12-31 → 2025-12-31
BPA$2.212017-12-31 → 2025-12-31
Margen neto15.2%2019-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | AAMI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 33.3promedio 5A ≈11.4 | ≈11.4 | 20.6 | Sobrevalorado |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | AAMI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 23.7%promedio 5A ≈28.6% | ≈28.6% | 27.5% | Débil | |
| EBITDA Margin (Margen EBITDA) | 23.4%promedio 5A ≈29.5% | ≈29.5% | 27.5% | Débil | |
| Margen antes de impuestos (TTM) | 24.5%promedio 5A ≈28.3% | ≈28.3% | 38.4% | Débil | |
| Margen de Beneficio Neto (TTM) | 15.2%promedio 5A ≈45.7% | ≈45.7% | 26.2% | Débil | |
| ROA (TTM) | 13.3%promedio 5A ≈26.3% | ≈26.3% | 14.9% | Por debajo del promedio |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | AAMI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 11.5%promedio 5A ≈3.4% | ≈3.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 10.5%promedio 5A ≈1.4% | ≈1.4% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 2.5% | · | · | · | |
| EPS YoY (EPS interanual) | -0.45%promedio 5A ≈25.4% | ≈25.4% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -5.9%promedio 5A ≈18.0% | ≈18.0% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -1.8%promedio 5A ≈-21.8% | ≈-21.8% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -8.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -7.3%promedio 5A ≈-33.1% | ≈-33.1% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -22.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | AAMI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.8promedio 5A ≈0.7 | ≈0.7 | 0.7 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.4M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Pago anualizado≈$0.40
CAGR de Dividendos a 5 años≈0.00%
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 11, 2026 | $0,10 | USD | ≈0.35% |
| Jun 12, 2026 | $0,10 | USD | ≈0.28% |
| Mar 13, 2026 | $0,10 | USD | ≈0.26% |
| Dic 12, 2025 | $0,01 | USD | ≈0.08% |
| Sep 12, 2025 | $0,01 | USD | ≈0.08% |
| Jun 13, 2025 | $0,01 | USD | ≈0.13% |
| Mar 14, 2025 | $0,01 | USD | ≈0.16% |
| Dic 13, 2024 | $0,01 | USD | ≈0.13% |
| Sep 13, 2024 | $0,01 | USD | ≈0.16% |
| Jun 14, 2024 | $0,01 | USD | ≈0.18% |
| Mar 14, 2024 | $0,01 | USD | ≈0.18% |
| Dic 14, 2023 | $0,01 | USD | ≈0.20% |
| Sep 14, 2023 | $0,01 | USD | ≈0.20% |
| Jun 15, 2023 | $0,01 | USD | ≈0.18% |
| Mar 16, 2023 | $0,01 | USD | ≈0.18% |
| Dic 15, 2022 | $0,01 | USD | ≈0.21% |
| Sep 15, 2022 | $0,01 | USD | ≈0.24% |
| Jun 9, 2022 | $0,01 | USD | ≈0.20% |
| Mar 10, 2022 | $0,01 | USD | ≈0.17% |
| Dic 16, 2021 | $0,01 | USD | ≈0.15% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
9.8%
Próximo informe
Oct 28, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 29, 2026 | $1.33 | $1.04 | 28.5% |
| 31 de marzo de 2026 | $1.05 | $0.90 | 16.1% | |
| 31 de diciembre de 2025 | $1.32 | $1.42 | -6.9% | |
| 30 de septiembre de 2025 | $0.76 | $0.76 | 0.01% | |
| 30 de junio de 2025 | $0.64 | $0.54 | 18.4% | |
| 31 de marzo de 2025 | $0.54 | $0.53 | 2.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $564M | $506M | $427M | $417M | $524M | $500M | $595M | $928M | |
| Operating Expenses | $432M | $370M | $321M | $249M | $378M | $368M | $372M | $844M | |
| Operating Income | $132M | $136M | $106M | $168M | $146M | $132M | $222M | $84M | |
| Interest Income | $4M | $4M | $6M | · | · | · | · | · | |
| Other Non-op | $-100.0K | $2M | $-100.0K | $-23M | $8M | $213M | $-9M | $51M | |
| Pretax Income | $143M | $126M | $96M | $145M | $178M | $345M | $213M | $135M | |
| Income Tax | $37M | $39M | $29M | $44M | $50M | $97M | $10M | $5M | |
| Net Income | $80M | $85M | $66M | $101M | $828M | $287M | $224M | $136M | |
| EPS (Basic) | $2.21 | $2.25 | $1.59 | $2.39 | $10.73 | $3.53 | $2.45 | $1.27 | |
| EPS (Diluted) | $2.21 | $2.22 | $1.55 | $2.33 | $10.29 | $3.49 | $2.45 | $1.26 | |
| Shares (Basic) | 36,200,000 | 37,800,000 | 41,500,000 | 42,100,000 | 77,200,000 | 81,300,000 | 91,200,000 | 107,400,000 | |
| Shares (Diluted) | 36,200,000 | 38,300,000 | 42,500,000 | 43,200,000 | 80,500,000 | 82,000,000 | 91,300,000 | 107,600,000 | |
| EBITDA | $132M | $136M | $106M | $168M | $168M | $179M | $250M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $252M | · | · | · | |
| PP&E (Net) | · | · | · | · | $50M | · | · | · | |
| Goodwill | · | · | · | $20M | $20M | $20M | $113M | $275M | |
| Intangibles | · | · | · | · | · | $57M | $64M | · | |
| Total Assets | $677M | $703M | $611M | $519M | $715M | $1.38B | $1.42B | $1.55B | |
| Total Liabilities | $593M | $616M | $562M | $540M | $732M | $995M | $1.22B | $1.38B | |
| Long-term Debt | $200M | $275M | $275M | $275M | $400M | $400M | $569M | $393M | |
| Common Stock | · | · | · | · | $0 | · | · | · | |
| Paid-in Capital | · | · | · | · | $0 | · | · | · | |
| Retained Earnings | · | · | · | · | $-7M | · | · | · | |
| AOCI | · | · | · | · | $-11M | · | · | · | |
| Stockholders' Equity | · | · | $40M | $-22M | $-18M | $384M | $114M | $134M | |
| Liabilities + Equity | $677M | $703M | $611M | $519M | $715M | $1.38B | $1.42B | $1.55B |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | $22M | · | · | · | |
| Deferred Tax | $2M | $-10M | $-6M | $6M | $-5M | $72M | $31M | $-29M | |
| Amort. of Intangibles | · | · | · | · | · | $7M | $7M | $7M | |
| Other Non-cash | · | · | · | · | $-857M | · | · | · | |
| Operating Cash Flow | $-2M | $56M | $68M | $117M | $-12M | $90M | $-138M | $195M | |
| Investing Cash Flow | $16M | $-50M | $-44M | $-13M | $1.04B | $270M | $9M | $17M | |
| Financing Cash Flow | $12M | $-54M | $2M | $-234M | $-1.18B | $-77M | $-95M | $-67M | |
| Net Change in Cash | $26M | $-49M | $26M | $-131M | $-152M | $283M | $-224M | $145M | |
| Taxes Paid | $34M | $48M | $38M | · | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 23.4% | 26.8% | 24.9% | 40.2% | 27.8% | 25.0% | 30.5% | · | |
| Net Margin | 14.2% | 16.8% | 15.4% | 24.1% | 158.1% | 39.9% | 27.3% | · | |
| Pretax Margin | 25.4% | 24.9% | 22.6% | 34.7% | 34.0% | 59.5% | 31.5% | · | |
| EBITDA Margin | 23.4% | 26.8% | 24.9% | 40.2% | 32.0% | 25.0% | 30.5% | · | |
| ROA | 11.6% | 12.9% | 11.6% | 16.3% | 79.1% | 20.5% | 15.1% | · | |
| ROE | · | · | 707.5% | -217.3% | 155.4% | 100.6% | 241.7% | · | |
| ROIC | · | · | 183.3% | -540.0% | -595.8% | 34.4% | 203.4% | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.7 | 0.5 | 0.5 | 0.6 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $15.57 | $13.20 | $10.04 | $9.66 | $6.51 | $8.76 | $8.98 | · | |
| Cash Flow / Share | $-0.07 | $1.46 | $1.61 | $2.70 | $-0.14 | $1.10 | $-1.52 | · | |
| Dividend / Share | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.13 | $0.40 | $0.39 | |
| Dividend Paid / Share | · | · | $0.04 | $0.04 | $0.04 | · | · | · | |
| EPS (TTM) | $2.21 | $2.22 | $1.55 | $2.33 | $10.29 | $3.49 | $2.45 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.5% | 18.5% | 2.2% | -20.3% | 4.9% | · | · | · | |
| Revenue CAGR 3Y | 10.5% | -1.2% | -5.1% | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.5% | · | · | · | · | · | · | · | |
| EPS YoY | -0.45% | 43.2% | -33.5% | -77.4% | 194.8% | · | · | · | |
| EPS CAGR 3Y | -1.8% | -40.0% | -23.7% | · | · | · | · | · | |
| EPS CAGR 5Y | -8.7% | · | · | · | · | · | · | · | |
| Net Income YoY | -5.9% | 29.2% | -34.6% | -87.9% | 188.9% | · | · | · | |
| Net Income CAGR 3Y | -7.3% | -53.2% | -38.8% | · | · | · | · | · | |
| Net Income CAGR 5Y | -22.5% | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $564M | $506M | $427M | $417M | $524M | $500M | $595M | · | |
| Net Income TTM | $80M | $85M | $66M | $101M | $828M | $287M | $224M | · | |
| P/E | 21.3 | 11.9 | 12.4 | 8.8 | 2.5 | 5.5 | 4.2 | · | |
| Earnings Yield | 4.7% | 8.4% | 8.1% | 11.3% | 40.2% | 18.1% | 24.0% | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $185M | $167M | $144M | $127M | $120M | $123M | $109M | $106M | $107M | $96M | $92M | $123M | $87M | $96M | $112M | $163M | |
| SG&A Expense | · | · | · | · | · | · | · | · | · | $22M | $18M | · | $18M | $16M | $17M | · | |
| Operating Expenses | $153M | $125M | $118M | $111M | $88M | $96M | $88M | $83M | $77M | $76M | $72M | $75M | $57M | $49M | $69M | $114M | |
| Operating Income | $32M | $42M | $27M | $16M | $32M | $27M | $21M | $23M | $30M | $20M | $20M | $48M | $30M | $47M | $43M | $48M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $5M | $5M | · | $5M | $5M | $6M | · | |
| Interest Income | $800.0K | $900.0K | $900.0K | $800.0K | $1M | $600.0K | $900.0K | $1M | · | · | · | · | · | · | $0 | · | |
| Other Non-op | $2M | $100.0K | $0 | $-200.0K | $300.0K | $2M | $100.0K | $900.0K | $400.0K | $500.0K | $1M | $-22M | $-400.0K | $-700.0K | $-100.0K | $-14M | |
| Pretax Income | $39M | $38M | $34M | $24M | $32M | $28M | $17M | $22M | $28M | $17M | $17M | $45M | $25M | $41M | $33M | $58M | |
| Income Tax | $9M | $13M | $7M | $4M | $8M | $9M | $6M | $6M | $8M | $6M | $5M | $14M | $8M | $13M | $10M | $16M | |
| Net Income | $27M | $24M | $15M | $10M | $20M | $17M | $11M | $15M | $20M | $11M | $12M | $30M | $18M | $29M | $24M | $39M | |
| EPS (Basic) | $0.77 | $0.68 | $0.42 | $0.28 | $0.54 | $0.46 | $0.29 | $0.37 | $0.47 | $0.27 | $0.29 | $0.73 | $0.43 | $0.69 | $0.54 | $0.80 | |
| EPS (Diluted) | $0.76 | $0.68 | $0.42 | $0.28 | $0.54 | $0.45 | $0.29 | $0.37 | $0.46 | $0.27 | $0.28 | $0.71 | $0.42 | $0.67 | $0.53 | $0.78 | |
| Shares (Basic) | 35,600,000 | 35,700,000 | 35,800,000 | 35,900,000 | 37,400,000 | 37,100,000 | 37,500,000 | 39,100,000 | 41,500,000 | 41,500,000 | 41,400,000 | 41,400,000 | 41,400,000 | 41,400,000 | 44,000,000 | 70,600,000 | |
| Shares (Diluted) | 35,700,000 | 35,800,000 | 35,800,000 | 35,900,000 | 37,400,000 | 37,800,000 | 38,200,000 | 39,700,000 | 42,600,000 | 42,600,000 | 42,700,000 | 42,500,000 | 42,400,000 | 42,500,000 | 45,300,000 | 73,500,000 | |
| EBITDA | $32M | $42M | $27M | $16M | $32M | $27M | $21M | $23M | $30M | $25M | $24M | · | $34M | $52M | $48M | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | · | · | · | $101M | $92M | $89M | · | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | $48M | $48M | $49M | · | |
| Goodwill | · | · | · | · | · | · | · | · | · | · | · | · | $20M | $20M | $20M | · | |
| Total Assets | $857M | $715M | $751M | $672M | $677M | $555M | $533M | $545M | $553M | $558M | $546M | · | $475M | $478M | $494M | · | |
| Total Liabilities | $724M | $616M | $640M | $585M | $585M | $559M | $552M | $555M | $522M | $552M | $554M | · | $530M | $549M | $592M | · | |
| Common Stock | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | · | $900.0K | $500.0K | $0 | · | |
| Retained Earnings | · | · | · | · | · | · | · | · | · | · | · | · | $-42M | $-60M | $-88M | · | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | · | $-14M | $-12M | $-10M | · | |
| Stockholders' Equity | · | · | · | · | · | · | · | · | · | · | · | · | $-55M | $-71M | $-98M | $-18M | |
| Liabilities + Equity | $857M | $715M | $751M | $672M | $677M | $555M | $533M | $545M | $553M | $558M | $546M | · | $475M | $478M | $494M | · |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | $4M | $4M | · | $4M | $5M | $5M | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $-2M | $-1M | $-2M | $2M | $6M | $800.0K | $-8M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | $100.0K | $0 | $0 | · | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | $-50M | · | · | · | $-44M | · | |
| Operating Cash Flow | $26M | $-45M | $-24M | $62M | $-49M | $70M | $46M | $-40M | $21M | $39M | $-35M | $54M | $33M | $44M | $-14M | $-27M | |
| CapEx | · | · | · | · | · | · | · | · | · | $3M | $4M | · | $4M | $4M | $4M | · | |
| Investing Cash Flow | $-8M | $-4M | $-50M | $-3M | $12M | $-30M | $-17M | $-1M | $-13M | $-5M | $-6M | $-4M | $-3M | $-2M | $-4M | $27M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $0 | $100M | · | $27M | $50M | $125M | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $87M | · | · | · | $-37M | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | $0 | $0 | · | $0 | $0 | $103M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-103M | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | $300.0K | $500.0K | · | $200.0K | $300.0K | $300.0K | · | |
| Financing Cash Flow | $-82M | $75M | $119M | $-88M | $62M | $-42M | $-58M | $-3M | $-18M | $-48M | $86M | $-29M | $-21M | $-38M | $-145M | $-1.17B | |
| Net Change in Cash | $-64M | $26M | $45M | $-29M | $25M | $-2M | $-30M | $-45M | $-10M | $-14M | $46M | $20M | $9M | $3M | $-163M | $-1.17B | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | $-39M | · | · | · | $-18M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $-43M | · | · | · | $-23M | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 17.5% | 25.1% | 18.4% | 12.7% | 26.6% | 21.9% | 18.9% | 21.7% | 28.1% | 21.2% | 21.6% | · | 34.7% | 48.9% | 38.5% | · | |
| Net Margin | 14.8% | 14.5% | 10.5% | 7.9% | 16.8% | 13.7% | 10.1% | 13.8% | 18.3% | 11.8% | 13.1% | · | 20.5% | 29.9% | 21.2% | · | |
| Pretax Margin | 21.0% | 22.5% | 23.9% | 18.5% | 26.8% | 23.1% | 15.7% | 20.6% | 25.6% | 17.6% | 18.6% | · | 29.1% | 43.2% | 29.8% | · | |
| EBITDA Margin | 17.5% | 25.1% | 18.4% | 12.7% | 26.6% | 21.9% | 18.9% | 21.7% | 28.1% | 25.8% | 25.7% | · | 39.5% | 54.4% | 43.2% | · | |
| ROA | 3.6% | 3.5% | 2.3% | 1.7% | 3.3% | 3.0% | 2.0% | 2.7% | 3.8% | 2.2% | 2.3% | · | 1.5% | 2.6% | 2.5% | · | |
| ROE | · | · | · | · | · | · | · | · | · | · | · | · | 3.5% | 7.2% | 14.3% | · | |
| ROIC | · | · | · | · | · | · | · | · | · | · | · | · | -38.4% | -45.6% | -31.4% | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | 3.8 | 4.0 | · | 6.5 | 9.7 | 6.6 | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $5.18 | $4.66 | $4.03 | $3.55 | $3.21 | $3.26 | $2.85 | $2.66 | $2.52 | $2.26 | $2.15 | · | $2.05 | $2.25 | $2.48 | · | |
| Cash Flow / Share | · | $-1.25 | · | · | $-1.30 | · | · | $-1.02 | · | · | $-0.82 | · | · | · | $-0.32 | · | |
| Dividend / Share | $0.10 | $0.10 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | · | · | · | · | · | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | · | $0.01 | $0.01 | $0.01 | $0.01 | |
| EPS (TTM) | $2.83 | $2.35 | $2.35 | $2.38 | $2.39 | $1.65 | $1.66 | $1.64 | $1.72 | $1.68 | $2.08 | · | $2.40 | $4.74 | $10.49 | · |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $668M | $611M | $559M | $538M | $520M | $469M | $453M | $440M | $418M | $398M | $397M | · | $457M | $488M | $526M | · | |
| Net Income TTM | $101M | $84M | $88M | $90M | $90M | $65M | $68M | $68M | $73M | $72M | $89M | · | $109M | $321M | $825M | · | |
| P/E | 25.3 | 23.2 | 20.5 | 14.8 | 10.8 | 15.4 | 13.4 | 13.9 | 11.3 | 12.5 | 11.3 | · | 6.2 | 3.8 | 2.3 | · | |
| Earnings Yield | 4.0% | 4.3% | 4.9% | 6.8% | 9.2% | 6.5% | 7.5% | 7.2% | 8.9% | 8.0% | 8.8% | · | 16.1% | 26.3% | 43.3% | · | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | · | 4.2% | · | · | · | 1.3% | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $564M | $506M | $427M | $417M | $524M |
| Margen Operativo % | 23.4% | 26.8% | 24.9% | 40.2% | 27.8% |
| Beneficio neto | $80M | $85M | $66M | $101M | $828M |
| EPS Diluido | $2.21 | $2.22 | $1.55 | $2.33 | $10.29 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 315 declarantes · $2.7B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
315
Valor en tenencia
$2.7B
Nuevas posiciones
67
Posiciones cerradas
17
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 67 (+25 vs trimestre anterior) | 17 (-15 vs trimestre anterior) | 100 (+14 vs trimestre anterior) | 94 (+8 vs trimestre anterior) | +351K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| PAULSON & CO. INC. | $417 911 529 | 5 843 282 | 15,73% | Acciones |
| BlackRock, Inc. | $320 877 006 | 4 486 535 | 12,08% | Acciones |
| VANGUARD GROUP INC | $109 762 061 | 2 335 363 | 4,13% | Acciones |
| JENNISON ASSOCIATES LLC | $109 180 286 | 1 526 570 | 4,11% | Acciones |
| Invesco Ltd. | $98 449 498 | 1 376 531 | 3,71% | Acciones |
| Empyrean Capital Partners, LP | $93 548 160 | 1 308 000 | 3,52% | Acciones |
| STATE STREET CORP | $87 568 230 | 1 224 388 | 3,30% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $84 144 067 | 1 176 511 | 3,17% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $69 362 852 | 969 724 | 2,61% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $65 202 070 | 911 667 | 2,45% | Acciones |
| Woodline Partners LP | $63 190 781 | 883 540 | 2,38% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $58 170 935 | 813 352 | 2,19% | Acciones |
| Driehaus Capital Management LLC | $56 422 200 | 788 901 | 2,12% | Acciones |
| Avantyr Capital Partners, LP | $54 912 555 | 767 793 | 2,07% | Acciones |
| MORGAN STANLEY | $44 587 212 | 623 422 | 1,68% | Acciones |
| SOROS FUND MANAGEMENT LLC | $43 644 937 | 610 248 | 1,64% | Acciones |
| Nuveen, LLC | $43 082 074 | 602 378 | 1,62% | Acciones |
| FEDERATED HERMES, INC. | $41 095 177 | 574 597 | 1,55% | Acciones |
| Allspring Global Investments Holdings, LLC | $39 849 784 | 553 623 | 1,50% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $37 472 117 | 523 939 | 1,41% | Acciones |
| Azora Capital LP | $35 474 278 | 496 005 | 1,34% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28 847 020 | 403 342 | 1,09% | Acciones |
| Systematic Alpha Investments, LLC | $26 470 120 | 370 108 | 1,00% | Acciones |
| Impax Asset Management Group plc | $25 032 000 | 350 000 | 0,94% | Acciones |
| Amundi | $22 694 369 | 317 315 | 0,85% | Acciones |
| NORTHERN TRUST CORP | $21 678 499 | 303 111 | 0,82% | Acciones |
| Boston Trust Walden Corp | $19 217 925 | 268 707 | 0,72% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $18 170 912 | 254 068 | 0,68% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $17 814 345 | 249 082 | 0,67% | Acciones |
| GOLDMAN SACHS GROUP INC | $17 491 514 | 244 568 | 0,66% | Acciones |
| FMR LLC | $16 535 704 | 231 204 | 0,62% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $14 861 570 | 207 796 | 0,56% | Acciones |
| Bank of New York Mellon Corp | $14 655 283 | 204 912 | 0,55% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $14 088 581 | 196 988 | 0,53% | Acciones |
| FIRST TRUST ADVISORS LP | $13 939 176 | 194 899 | 0,52% | Acciones |
| UBS Group AG | $13 852 494 | 193 687 | 0,52% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $13 646 088 | 190 801 | 0,51% | Acciones |
| TWO SIGMA ADVISERS, LP | $12 900 325 | 274 475 | 0,49% | Acciones |
| Allianz Asset Management GmbH | $12 195 448 | 170 518 | 0,46% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10 856 235 | 151 793 | 0,41% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10 675 004 | 149 259 | 0,40% | Acciones |
| JANUS HENDERSON GROUP PLC | $10 630 178 | 195 337 | 0,40% | Acciones |
| BANK OF AMERICA CORP /DE/ | $9 529 397 | 133 241 | 0,36% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $9 417 253 | 131 673 | 0,35% | Acciones |
| Public Sector Pension Investment Board | $9 361 753 | 130 897 | 0,35% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7 535 849 | 105 367 | 0,28% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $6 841 889 | 95 664 | 0,26% | Acciones |
| Vident Advisory, LLC | $6 635 200 | 92 774 | 0,25% | Acciones |
| North Reef Capital Management LP | $6 193 346 | 86 596 | 0,23% | Acciones |
| Ghisallo Capital Management LLC | $6 106 306 | 85 379 | 0,23% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Paulson & Co. Inc. ×7 presentaciones | 22 de junio de 2026 | 16,40% | Enmienda | · | 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.
Informantes de la empresa 13 insiders · 7 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Kelly Young | President and CEO | 13 de febrero de 2026 A | · | 0 | 0 | $0 |
| Suren Rana | President and CEO | 30 de septiembre de 2024 M | 371 726 | 0 | 0 | $0 |
| Guang Yang | President and CEO | 30 de diciembre de 2019 P | 100 001 | 0 | 0 | $0 |
| Scott Hynes | Chief Financial Officer | 13 de febrero de 2026 A | · | 0 | 0 | $0 |
| Christina Wiater | PAO | 4 de agosto de 2026 S | 0 | 0 | 4 | $-2 235 139 |
| Richard Jonathan Hart | CLO and CAO | 4 de mayo de 2026 S | 73 863 | 0 | 2 | $-6 696 639 |
| Daniel K. Mahoney | Head of Finance/PAO | 15 de febrero de 2020 M | 9 867 | 0 | 0 | $0 |
| Barbara Trebbi | Consejero | 12 de junio de 2026 A | 10 260 | 0 | 1 | $-496 373 |
| Robert J Chersi | Consejero | 12 de junio de 2026 A | 3 286 | 0 | 1 | $-1 475 029 |
| John Paulson | Consejero | 12 de junio de 2026 A | 29 510 | 0 | 0 | $0 |
| Reginald Love | Consejero | 24 de junio de 2020 M | 16 273 | 0 | 0 | $0 |
| Maliz E Beams | Consejero | 24 de junio de 2020 M | 14 456 | 0 | 0 | $0 |
| PAULSON & CO. INC. | Propietario del 10% | 17 de junio de 2026 S | 5 843 282 | 0 | 1 | $-146 775 000 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 50 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| PFI · Invesco Exchange-Traded Fund Trust | 2,43% | 14 690 SH | 1 de octubre de 2026 | Diario |
| RZG · Invesco Exchange-Traded Fund Trust | 1,96% | 25 491 SH | 1 de octubre de 2026 | Diario |
| DWAS · Invesco Exchange-Traded Fund Trust … | 1,19% | 52 722 SH | 1 de octubre de 2026 | Diario |
| JSML · Janus Detroit Street Trust | 0,92% | 38 785 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,90% | 25 864 SH | 1 de octubre de 2026 | Diario |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,88% | 27 406 SH | 1 de octubre de 2026 | Diario |
| JSMD · Janus Detroit Street Trust | 0,83% | 100 695 NS | 31 de julio de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,82% | 122 697 NS | 31 de julio de 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0,76% | 3 399 NS | 31 de julio de 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 0,70% | 217 111 SH | 1 de octubre de 2026 | Diario |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,64% | 1 900 SH | 1 de octubre de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,39% | 60 986 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,21% | 31 384 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,17% | 268 530 SH | 11 de septiembre de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 11 114 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,17% | 48 005 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,16% | 4 052 SH | 1 de octubre de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,13% | 12 643 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,12% | 30 368 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,11% | 32 871 SH | 1 de octubre de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,10% | 29 049 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 92 181 SH | 19 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 6 704 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 7 468 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,09% | 728 610 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,09% | 8 972 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,08% | 13 559 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 119 135 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 163 128 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,05% | 9 599 SH | 1 de octubre de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 7 455 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 1 658 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 301 940 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,02% | 45 080 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 1 100 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 60 236 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 2 054 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1 818 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2 163 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 7 173 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 42 787 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 9 948 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 8 762 SH | 8 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 847 569 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 239 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 1 607 732 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 249 988 SH | 9 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 3 660 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 1 309 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 17 384 SH | 11 de septiembre de 2026 | Diario |
AAMI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 8 analistas
VENTA
Objetivo mediano
$95.00
+0,9%
0 0,0%
Compra fuerte
0 0,0%
Compra
5 62,5%
Mantener
1 12,5%
Venta
2 25,0%
Venta fuerte
Precio objetivo a 12 meses
3 analistas · 2026-09-30Objetivo medio $91.00 -3,4%
Ahora
Precio Actual $94.17
Mín$80.00
Media$91.00
Máx$98.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AAMI | · | 21.3 | 11.5% | 14.2% | · | · |
| HLNE | · | · | 6.5% | 32.8% | 30.5% | · |
| OTF | $6.75B | 7.9 | · | · | 9.0% | · |
| FHI | · | 10.2 | 10.3% | 22.4% | 34.9% | · |
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | · |
| GBDC | $3.64B | 9.6 | · | · | 9.4% | · |
| AB | · | · | · | · | · | · |
| HTGC | · | · | · | · | · | · |
| FSK | $4.15B | 370.2 | · | · | 0.18% | · |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | · |
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Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Ago 6, 2026