AAMI Acadian Asset Management Inc. Common Stock
$90,60
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$41–$94
94% of range
Calificación del Analista
HOLD
8 analysts
Precio Objetivo
$86
P/E (TTM)
21.3
ROE
—
Margen de Beneficio Neto
14.2%
AAMI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$90.60
Capitalización Bursátil
—
P/E (TTM)
21.3
BPA (TTM)
$2.21
Ingresos (TTM)
$564M
Rendimiento div.
—
ROE
—
Deuda/Capital
—
Rango 52S
$41 – $94
AAMI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$564M
2017-12-31
→
2025-12-31
BPA
$2.21
2017-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
14.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
AAMI
Mediana de Pares
P/E (TTM)
21.3
23.4
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
AAMI
Mediana de Pares
Operating Margin (Margen Operativo)
23.4%
—
Net Profit Margin (Margen de Beneficio Neto)
14.2%
24.4%
ROA
11.6%
4.3%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
AAMI
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
AAMI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
11.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
10.5%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
2.5%
—
EPS YoY (EPS interanual)
-0.45%
—
Net Income YoY (Beneficio Neto interanual)
-5.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
AAMI
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 12 de junio de 2026 | $0,1000 |
| 13 de marzo de 2026 | $0,1000 |
| 12 de diciembre de 2025 | $0,0100 |
| 12 de septiembre de 2025 | $0,0100 |
| 13 de junio de 2025 | $0,0100 |
| 14 de marzo de 2025 | $0,0100 |
| 13 de diciembre de 2024 | $0,0100 |
| 13 de septiembre de 2024 | $0,0100 |
| 14 de junio de 2024 | $0,0100 |
| 14 de marzo de 2024 | $0,0100 |
| 14 de diciembre de 2023 | $0,0100 |
| 14 de septiembre de 2023 | $0,0100 |
| 15 de junio de 2023 | $0,0100 |
| 16 de marzo de 2023 | $0,0100 |
| 15 de diciembre de 2022 | $0,0100 |
| 15 de septiembre de 2022 | $0,0100 |
| 9 de junio de 2022 | $0,0100 |
| 10 de marzo de 2022 | $0,0100 |
| 16 de diciembre de 2021 | $0,0100 |
| 9 de septiembre de 2021 | $0,0100 |
AAMI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
8 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 5 62,5%
- Venta 1 12,5%
- Venta fuerte 2 25,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-19
Mediana
$81.00
Media
$85.67
Ahora
$90.60
Mín
$80.00
Máx
$96.00
Objetivo mediano
$81.00
-10,6%
Objetivo medio
$85.67
-5,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.08%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.33 | $1.04 | 0.29% |
| 31 de marzo de 2026 | $1.05 | $0.90 | 0.15% |
| 31 de diciembre de 2025 | $1.32 | $1.42 | -0.10% |
| 30 de septiembre de 2025 | $0.76 | $0.76 | 0.00% |
| 30 de junio de 2025 | $0.64 | $0.54 | 0.10% |
| 31 de marzo de 2025 | $0.54 | $0.53 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AAMI | — | 21.3 | 11.5% | 14.2% | — | — |
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | — |
| GBDC | $3.64B | 9.6 | — | — | 9.4% | — |
| AB | — | — | — | — | — | — |
| APAM | $3.29B | 10.1 | 7.6% | 24.3% | 70.2% | — |
| FSK | $4.15B | 370.2 | — | — | 0.18% | — |
| HTGC | — | — | — | — | — | — |
| DBRG | — | 33.3 | -84.5% | 151.0% | 7.0% | — |
| XXI | — | — | — | — | — | — |
| WT | $1.72B | 16.3 | 15.4% | 22.1% | 25.4% | — |
| GCMG | — | 27.0 | 8.5% | 8.1% | -14449.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| 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 13
| 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 9
| 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 7
| 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 1
| 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 | · |
Tasas de Crecimiento 9
| 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) 4
| 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 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $185M | $167M | $172M | $144M | $127M | $120M | $168M | $123M | $109M | $106M | $107M | $96M | $92M | $123M | $87M | $96M | |
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | · | $22M | $18M | · | $18M | $16M | |
| Operating Expenses | $153M | $125M | $115M | $118M | $111M | $88M | $103M | $96M | $88M | $83M | $77M | $76M | $72M | $75M | $57M | $49M | |
| Operating Income | $32M | $42M | $57M | $27M | $16M | $32M | $65M | $27M | $21M | $23M | $30M | $20M | $20M | $48M | $30M | $47M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | $5M | $5M | · | $5M | $5M | |
| Interest Income | $800.0K | $900.0K | $900.0K | $900.0K | $800.0K | $1M | $700.0K | $600.0K | $900.0K | $1M | · | · | · | · | · | · | |
| Other Non-op | $2M | $100.0K | $-200.0K | $0 | $-200.0K | $300.0K | $-300.0K | $2M | $100.0K | $900.0K | $400.0K | $500.0K | $1M | $-22M | $-400.0K | $-700.0K | |
| Pretax Income | $39M | $38M | $53M | $34M | $24M | $32M | $58M | $28M | $17M | $22M | $28M | $17M | $17M | $45M | $25M | $41M | |
| Income Tax | $9M | $13M | $16M | $7M | $4M | $8M | $18M | $9M | $6M | $6M | $8M | $6M | $5M | $14M | $8M | $13M | |
| Net Income | $27M | $24M | $35M | $15M | $10M | $20M | $42M | $17M | $11M | $15M | $20M | $11M | $12M | $30M | $18M | $29M | |
| EPS (Basic) | $0.77 | $0.68 | $0.97 | $0.42 | $0.28 | $0.54 | $1.13 | $0.46 | $0.29 | $0.37 | $0.47 | $0.27 | $0.29 | $0.73 | $0.43 | $0.69 | |
| EPS (Diluted) | $0.76 | $0.68 | $0.97 | $0.42 | $0.28 | $0.54 | $1.11 | $0.45 | $0.29 | $0.37 | $0.46 | $0.27 | $0.28 | $0.71 | $0.42 | $0.67 | |
| Shares (Basic) | 35,600,000 | 35,700,000 | -72,900,000 | 35,800,000 | 35,900,000 | 37,400,000 | -75,900,000 | 37,100,000 | 37,500,000 | 39,100,000 | 41,500,000 | 41,500,000 | 41,400,000 | -84,700,000 | 41,400,000 | 41,400,000 | |
| Shares (Diluted) | 35,700,000 | 35,800,000 | -72,900,000 | 35,800,000 | 35,900,000 | 37,400,000 | -77,400,000 | 37,800,000 | 38,200,000 | 39,700,000 | 42,600,000 | 42,600,000 | 42,700,000 | -87,000,000 | 42,400,000 | 42,500,000 | |
| EBITDA | $32M | $42M | · | $27M | $16M | $32M | · | $27M | $21M | $23M | $30M | $25M | $24M | · | $34M | $52M |
Balance general 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $101M | $92M | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $48M | $48M | |
| Goodwill | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $20M | $20M | |
| Total Assets | $857M | $715M | $677M | $751M | $672M | $677M | $703M | $555M | $533M | $545M | $553M | $558M | $546M | · | $475M | $478M | |
| Total Liabilities | $724M | $616M | $593M | $640M | $585M | $585M | $616M | $559M | $552M | $555M | $522M | $552M | $554M | · | $530M | $549M | |
| Long-term Debt | · | · | $200M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $900.0K | $500.0K | |
| Retained Earnings | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-42M | $-60M | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-14M | $-12M | |
| Stockholders' Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-55M | $-71M | |
| Liabilities + Equity | $857M | $715M | $677M | $751M | $672M | $677M | $703M | $555M | $533M | $545M | $553M | $558M | $546M | · | $475M | $478M |
Flujo de Efectivo 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | · | · | $4M | $4M | · | $4M | $5M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | $-2M | $-1M | $-2M | $2M | $6M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $100.0K | $0 | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | · | $-50M | · | · | · | |
| Operating Cash Flow | $26M | $-45M | $9M | $-24M | $62M | $-49M | $-19M | $70M | $46M | $-40M | $21M | $39M | $-35M | $54M | $33M | $44M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | $3M | $4M | · | $4M | $4M | |
| Investing Cash Flow | $-8M | $-4M | $57M | $-50M | $-3M | $12M | $-2M | $-30M | $-17M | $-1M | $-13M | $-5M | $-6M | $-4M | $-3M | $-2M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $100M | · | $27M | $50M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | $87M | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | · | · | $300.0K | $500.0K | · | $200.0K | $300.0K | |
| Financing Cash Flow | $-82M | $75M | $-80M | $119M | $-88M | $62M | $49M | $-42M | $-58M | $-3M | $-18M | $-48M | $86M | $-29M | $-21M | $-38M | |
| Net Change in Cash | $-64M | $26M | $-14M | $45M | $-29M | $25M | $27M | $-2M | $-30M | $-45M | $-10M | $-14M | $46M | $20M | $9M | $3M | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | $-39M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | $-43M | · | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| ROE | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 3.5% | 7.2% | |
| ROIC | · | · | · | · | · | · | · | · | · | · | · | · | · | · | -38.4% | -45.6% |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | 3.8 | 4.0 | · | 6.5 | 9.7 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $624M | $558M | · | $515M | $479M | $458M | · | $445M | $418M | $401M | $418M | $398M | $397M | · | $457M | $488M | |
| Net Income TTM | $77M | $70M | · | $62M | $58M | $63M | · | $62M | $57M | $58M | $61M | $70M | $82M | · | $300M | $815M | |
| P/E | 33.4 | 28.3 | · | 28.5 | 22.6 | 15.7 | · | 16.2 | 15.9 | 16.6 | 11.2 | 12.4 | 11.3 | · | 6.9 | 4.0 | |
| Earnings Yield | 3.0% | 3.5% | · | 3.5% | 4.4% | 6.4% | · | 6.2% | 6.3% | 6.0% | 8.9% | 8.1% | 8.9% | · | 14.4% | 24.9% | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | · | · | · | 4.2% | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 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 |
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Propietarios institucionales (13F) 314 declarantes · $1.8B total · A fecha de 30 de junio 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.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 71 (+35 vs trimestre anterior) | 16 (-16 vs trimestre anterior) | 92 (+3 vs trimestre anterior) | 91 (+12 vs trimestre anterior) | +1.3M |
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 | 22,82% | Acciones |
| Empyrean Capital Partners, LP | $93 548 160 | 1 308 000 | 5,11% | Acciones |
| STATE STREET CORP | $87 568 230 | 1 224 388 | 4,78% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $84 144 067 | 1 176 511 | 4,59% | Acciones |
| JENNISON ASSOCIATES LLC | $80 050 119 | 1 119 269 | 4,37% | Acciones |
| Woodline Partners LP | $63 190 781 | 883 540 | 3,45% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $62 194 832 | 869 500 | 3,40% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $61 390 646 | 858 370 | 3,35% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $58 170 935 | 813 352 | 3,18% | Acciones |
| Driehaus Capital Management LLC | $56 422 200 | 788 901 | 3,08% | Acciones |
| Avantyr Capital Partners, LP | $54 912 555 | 767 793 | 3,00% | Acciones |
| SOROS FUND MANAGEMENT LLC | $43 644 937 | 610 248 | 2,38% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $37 472 117 | 523 939 | 2,05% | Acciones |
| Allspring Global Investments Holdings, LLC | $36 930 779 | 513 070 | 2,02% | Acciones |
| Azora Capital LP | $35 474 278 | 496 005 | 1,94% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28 847 020 | 403 342 | 1,58% | Acciones |
| Systematic Alpha Investments, LLC | $26 470 120 | 370 108 | 1,45% | Acciones |
| Impax Asset Management Group plc | $25 032 000 | 350 000 | 1,37% | Acciones |
| Amundi | $22 309 448 | 311 933 | 1,22% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $17 814 345 | 249 082 | 0,97% | Acciones |
| FMR LLC | $16 474 060 | 230 342 | 0,90% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $14 861 570 | 207 796 | 0,81% | Acciones |
| FIRST TRUST ADVISORS LP | $13 939 176 | 194 899 | 0,76% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $13 646 088 | 190 801 | 0,75% | Acciones |
| TWO SIGMA ADVISERS, LP | $12 900 325 | 274 475 | 0,70% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10 856 235 | 151 793 | 0,59% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10 675 004 | 149 259 | 0,58% | Acciones |
| Boston Trust Walden Corp | $10 639 959 | 148 769 | 0,58% | Acciones |
| Allianz Asset Management GmbH | $10 436 628 | 145 926 | 0,57% | Acciones |
| JANUS HENDERSON GROUP PLC | $9 953 636 | 182 904 | 0,54% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $9 417 253 | 131 673 | 0,51% | Acciones |
| Public Sector Pension Investment Board | $9 361 753 | 130 897 | 0,51% | Acciones |
| Bank of New York Mellon Corp | $8 684 459 | 121 427 | 0,47% | Acciones |
| MORGAN STANLEY | $8 108 171 | 113 369 | 0,44% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7 535 849 | 105 367 | 0,41% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 254 703 | 101 436 | 0,40% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $6 841 889 | 95 664 | 0,37% | Acciones |
| North Reef Capital Management LP | $6 193 346 | 86 596 | 0,34% | Acciones |
| Ghisallo Capital Management LLC | $6 106 306 | 85 379 | 0,33% | Acciones |
| Cannell & Spears LLC | $6 031 282 | 84 330 | 0,33% | Acciones |
| Walleye Capital LLC | $5 906 479 | 82 585 | 0,32% | Acciones |
| Informed Momentum Co LLC | $5 894 964 | 82 424 | 0,32% | Acciones |
| CREDIT AGRICOLE S A | $5 721 600 | 80 000 | 0,31% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 717 667 | 79 945 | 0,31% | Acciones |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP | $5 452 884 | 100 200 | 0,30% | Acciones |
| ALGERT GLOBAL LLC | $5 297 272 | 74 067 | 0,29% | Acciones |
| BlackRock, Inc. | $5 138 640 | 71 849 | 0,28% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $5 051 006 | 70 624 | 0,28% | Acciones |
| AMERIPRISE FINANCIAL INC | $5 012 264 | 70 082 | 0,27% | Acciones |
| Linden Thomas Advisory Services, LLC | $4 774 389 | 66 756 | 0,26% | Acciones |
| RHUMBLINE ADVISERS | $4 652 212 | 65 048 | 0,25% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $4 567 410 | 63 862 | 0,25% | Acciones |
| Trexquant Investment LP | $4 482 087 | 62 669 | 0,24% | Acciones |
| CITADEL ADVISORS LLC | $4 429 949 | 61 940 | 0,24% | Acciones |
| Qube Research & Technologies Ltd | $3 992 962 | 55 830 | 0,22% | Acciones |
| THORNBURG INVESTMENT MANAGEMENT INC | $3 987 741 | 55 757 | 0,22% | Acciones |
| Swiss National Bank | $3 978 372 | 55 626 | 0,22% | Acciones |
| Boston Partners | $3 768 250 | 52 688 | 0,21% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 710 815 | 51 885 | 0,20% | Acciones |
| EFG International AG | $2 911 748 | 40 647 | 0,16% | Acciones |
| Legal & General Group Plc | $2 899 492 | 40 541 | 0,16% | Acciones |
| MACKENZIE FINANCIAL CORP | $2 868 310 | 40 105 | 0,16% | Acciones |
| PEAK6 LLC | $2 860 800 | 40 000 | 0,16% | Opción de compra |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 766 966 | 38 688 | 0,15% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2 755 308 | 38 525 | 0,15% | Acciones |
| CITIGROUP INC | $2 725 770 | 38 112 | 0,15% | Acciones |
| CWA Asset Management Group, LLC | $2 662 458 | 37 227 | 0,15% | Acciones |
| PDT Partners, LLC | $2 588 809 | 36 197 | 0,14% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 551 261 | 35 672 | 0,14% | Acciones |
| Redhawk Wealth Advisors, Inc. | $2 523 276 | 35 281 | 0,14% | Acciones |
| Engineers Gate Manager LP | $2 432 109 | 34 006 | 0,13% | Acciones |
| Kendall Capital Management | $2 430 607 | 33 985 | 0,13% | Acciones |
| D. E. Shaw & Co., Inc. | $2 413 299 | 33 743 | 0,13% | Acciones |
| Nuveen, LLC | $2 355 368 | 32 933 | 0,13% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $2 326 188 | 32 525 | 0,13% | Acciones |
| Cubist Systematic Strategies, LLC | $2 312 878 | 48 025 | 0,13% | Acciones |
| Aquatic Capital Management LLC | $2 284 420 | 31 941 | 0,12% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $2 263 680 | 31 651 | 0,12% | Acciones |
| HUSSMAN STRATEGIC ADVISORS, INC. | $2 252 880 | 31 500 | 0,12% | Acciones |
| JPMORGAN CHASE & CO | $2 214 953 | 29 845 | 0,12% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $2 098 611 | 29 343 | 0,11% | Acciones |
| Squarepoint Ops LLC | $2 091 388 | 29 242 | 0,11% | Acciones |
| FEDERATED HERMES, INC. | $2 055 699 | 28 743 | 0,11% | Acciones |
| Diametric Capital, LP | $1 989 185 | 27 813 | 0,11% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 966 514 | 27 496 | 0,11% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 952 971 | 35 887 | 0,11% | Acciones |
| XTX Topco Ltd | $1 918 524 | 26 825 | 0,10% | Acciones |
| ROYCE & ASSOCIATES LP | $1 909 942 | 26 705 | 0,10% | Acciones |
| Weiss Asset Management LP | $1 836 276 | 25 675 | 0,10% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $1 725 508 | 23 899 | 0,09% | Acciones |
| Quantinno Capital Management LP | $1 714 919 | 23 978 | 0,09% | Acciones |
| DGS Capital Management, LLC | $1 604 801 | 29 489 | 0,09% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $1 595 974 | 22 315 | 0,09% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 473 149 | 27 070 | 0,08% | Acciones |
| Brevan Howard Capital Management LP | $1 416 668 | 19 808 | 0,08% | Acciones |
| MML INVESTORS SERVICES, LLC | $1 390 267 | 19 439 | 0,08% | Acciones |
| Point72 Asset Management, L.P. | $1 348 009 | 18 848 | 0,07% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 314 037 | 18 373 | 0,07% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $1 302 665 | 18 214 | 0,07% | Acciones |
| Quadrature Capital Ltd | $1 282 640 | 17 934 | 0,07% | Acciones |
Informantes de la empresa 5 insiders · 0 directivos · 3 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Barbara Trebbi | Consejero | 12 de junio de 2026 A | 10 260 | 0 | 0 | $0 |
| Robert J Chersi | Consejero | 12 de junio de 2026 A | — | 0 | 0 | $0 |
| John Paulson | Consejero | 12 de junio de 2026 A | 20 000 552 | 0 | 0 | $0 |
| PAULSON & CO. INC. | Propietario del 10% | 17 de junio de 2026 S | 5 843 282 | 0 | 2 | $-204 329 152 |
| Christina Wiater | — | 4 de agosto de 2026 S | 0 | 0 | 4 | $-2 235 139 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
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.
Propiedad de ETFs Mantenido por 73 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 | 2,20% | 14 537 SH | 8 de agosto de 2026 | Diario |
| JSML · Janus Detroit Street Trust | 1,85% | 86 740 NS | 30 de abril de 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 1,71% | 26 406 SH | 8 de agosto de 2026 | Diario |
| DEEP · ETF Series Solutions | 1,24% | 4 495 NS | 31 de mayo de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 1,07% | 53 368 SH | 8 de agosto de 2026 | Diario |
| XSMO · Invesco Exchange-Traded Fund Trust | 1,02% | 353 867 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,81% | 25 900 SH | 8 de agosto de 2026 | Diario |
| VUSE · ETF Series Solutions | 0,77% | 73 105 NS | 31 de mayo de 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,75% | 26 717 SH | 8 de agosto de 2026 | Diario |
| FSCC · Federated Hermes ETF Trust | 0,74% | 28 160 NS | 31 de mayo de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,69% | 107 121 NS | 30 de abril de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,67% | 96 771 NS | 30 de abril de 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0,61% | 3 459 NS | 30 de abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,58% | 20 542 NS | 31 de mayo de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,51% | 1 547 SH | 8 de agosto de 2026 | Diario |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,30% | 4 066 NS | 31 de mayo de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,28% | 51 029 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,28% | 38 414 NS | 31 de mayo de 2026 | N-PORT |
| IJT · iShares Trust | 0,27% | 244 570 SH | 8 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,21% | 31 384 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,16% | 259 700 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,15% | 3 121 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,15% | 57 264 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,14% | 9 995 NS | 30 de abril de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,14% | 4 009 SH | 8 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,14% | 2 594 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,13% | 46 587 NS | 30 de abril de 2026 | N-PORT |
| IJR · iShares Trust | 0,13% | 1 606 463 SH | 8 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,13% | 12 643 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,12% | 30 368 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,11% | 34 355 SH | 8 de agosto de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,10% | 29 049 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 92 181 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 10 642 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,09% | 115 413 NS | 31 de mayo de 2026 | N-PORT |
| SAA · ProShares Trust | 0,08% | 315 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 720 705 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,08% | 8 788 SH | 8 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 6 867 NS | 30 de abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,06% | 2 855 NS | 31 de mayo de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 163 128 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,05% | 11 611 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 114 098 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,05% | 1 264 NS | 31 de mayo de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,05% | 10 832 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,04% | 1 309 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 126 673 NS | 31 de mayo de 2026 | N-PORT |
| SMLF · iShares Trust | 0,04% | 17 222 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,03% | 988 NS | 31 de mayo de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 947 NS | 31 de mayo de 2026 | N-PORT |