ADEA Adeia Inc. - Common Stock
NASDAQ · Technology · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026
$25,74
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$11,61mínimo 52 semanas
$34,34máximo 52 semanas
Capitalización Bursátil (MRQ)
$2.84B
P/E (TTM)
23.6
BPA (TTM)
$1.09
Ingresos (TTM)
$471M
tus insignias
Rango 52S
$12–$34
Calificación del Analista
BUY
Precio Objetivo
$43
P/E
23.6
ROE
27.9%
Margen de Beneficio Neto
26.1%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
ADEA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$25.74
Capitalización Bursátil (MRQ)
$2.84B
P/E (TTM)
23.6
BPA (TTM)
$1.09
Ingresos (TTM)
$471M
Rendimiento div.
0.78%
ROE (TTM)
27.9%
Deuda/Capital (MRQ)
0.8
Rango 52S
$12–$34
ADEA 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$443M2018-12-31 → 2025-12-31
BPA$0.992018-12-31 → 2025-12-31
Flujo de caja libre$156M2020-12-31 → 2025-12-31
Margen neto26.1%2020-12-31 → 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 | ADEA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 23.6promedio 5A ≈8.7 | ≈8.7 | 23.3 | Sobrevalorado | |
| P/S (TTM) | 6.0promedio 5A ≈3.2 | ≈3.2 | 6.8 | Sobrevalorado | |
| P/C (MRQ) | 5.9promedio 5A ≈3.1 | ≈3.1 | 8.0 | Valor razonable | |
| EV / EBITDA | 17.6promedio 5A ≈30.6 | ≈30.6 | 17.6 | Infravalorado | |
| Precio / FCF (TTM) | 15.1promedio 5A ≈7.6 | ≈7.6 | · | · | |
| Precio / Flujo de Caja (TTM) | 14.9promedio 5A ≈7.4 | ≈7.4 | 15.1 | Infravalorado | |
| EV / Ingresos (TTM) | 6.6promedio 5A ≈4.4 | ≈4.4 | · | · | |
| EV / FCF (TTM) | 16.4promedio 5A ≈10.2 | ≈10.2 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 15.0 | · | · | · |
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 | ADEA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 41.6%promedio 5A ≈29.0% | ≈29.0% | 11.5% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | 39.5%promedio 5A ≈29.0% | ≈29.0% | 11.5% | De primer nivel | |
| Margen antes de impuestos (TTM) | 35.3%promedio 5A ≈19.1% | ≈19.1% | 14.4% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 26.1%promedio 5A ≈-2.8% | ≈-2.8% | 10.2% | De primer nivel | |
| ROA (TTM) | 11.7%promedio 5A ≈0.77% | ≈0.77% | 7.7% | De primer nivel | |
| ROE (TTM) | 27.9%promedio 5A ≈4.6% | ≈4.6% | 18.0% | De primer nivel | |
| ROIC | 15.3%promedio 5A ≈11.8% | ≈11.8% | 15.3% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | ADEA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.8promedio 5A ≈1.3 | ≈1.3 | 0.5 | Por encima del promedio | |
| Ratio corriente (MRQ) | 3.2promedio 5A ≈2.7 | ≈2.7 | 1.3 | Liquidez sólida | |
| Ratio Rápido (MRQ) | 1.7promedio 5A ≈1.6 | ≈1.6 | 0.9 | Liquidez sólida | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.8promedio 5A ≈1.2 | ≈1.2 | 0.1 | Deuda alta |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | ADEA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 17.9%promedio 5A ≈-1.8% | ≈-1.8% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 0.34%promedio 5A ≈-3.3% | ≈-3.3% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | -3.0% | · | · | · | |
| EPS YoY (EPS interanual) | 73.7% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 71.9% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -30.0% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -10.8% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -22.9% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -5.4% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | ADEA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.4promedio 5A ≈0.3 | ≈0.3 | 0.5 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 14.1promedio 5A ≈9.2 | ≈9.2 | 4.2 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$3.0M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo0.78%
Ratio de Pago19.6%
Pago anualizado≈$0.20
CAGR de Dividendos a 5 años≈-16.7%
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 24, 2026 | $0,05 | USD | ≈0.76% |
| May 26, 2026 | $0,05 | USD | ≈0.71% |
| Mar 16, 2026 | $0,05 | USD | ≈0.87% |
| Nov 24, 2025 | $0,05 | USD | ≈1.6% |
| Ago 26, 2025 | $0,05 | USD | ≈1.3% |
| May 27, 2025 | $0,05 | USD | ≈1.5% |
| Mar 10, 2025 | $0,05 | USD | ≈1.4% |
| Nov 27, 2024 | $0,05 | USD | ≈1.7% |
| Ago 27, 2024 | $0,05 | USD | ≈1.6% |
| May 24, 2024 | $0,05 | USD | ≈1.7% |
| Mar 11, 2024 | $0,05 | USD | ≈1.8% |
| Nov 24, 2023 | $0,05 | USD | ≈2.1% |
| Ago 25, 2023 | $0,05 | USD | ≈2.0% |
| May 26, 2023 | $0,05 | USD | ≈2.0% |
| Mar 14, 2023 | $0,05 | USD | ≈2.4% |
| Nov 29, 2022 | $0,05 | USD | ≈1.9% |
| Ago 26, 2022 | $0,05 | USD | ≈2.9% |
| May 27, 2022 | $0,05 | USD | ≈2.8% |
| Mar 15, 2022 | $0,05 | USD | ≈2.8% |
| Nov 26, 2021 | $0,05 | USD | ≈2.5% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
5.1%
Próximo informe
Nov 02, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 11, 2026 | $0.34 | $0.31 | 8.2% |
| 31 de marzo de 2026 | $0.38 | $0.33 | 13.5% | |
| 31 de diciembre de 2025 | $0.86 | $0.66 | 29.6% | |
| 30 de septiembre de 2025 | $0.28 | $0.37 | -23.5% | |
| 30 de junio de 2025 | $0.25 | $0.25 | 1.7% | |
| 31 de marzo de 2025 | $0.26 | $0.26 | 1.3% |
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 | $443M | $376M | $389M | $439M | $391M | $516M | $280M | $406M | |
| R&D Expense | $68M | $60M | $54M | $45M | $40M | $35M | $111M | $105M | |
| SG&A Expense | $120M | $103M | $95M | $136M | $129M | $137M | $118M | $123M | |
| Operating Expenses | $268M | $247M | $253M | $286M | $272M | $248M | $349M | $382M | |
| Operating Income | $175M | $129M | $136M | $153M | $119M | $267M | $-69M | $24M | |
| Interest Income | · | · | · | · | · | $1M | $2M | $1M | |
| Other Non-op | $6M | $6M | $6M | $2M | $768.0K | $3M | $9M | $2M | |
| Pretax Income | $141M | $81M | $80M | $110M | $73M | $224M | $-83M | $7M | |
| Income Tax | $30M | $17M | $13M | $-29M | $5M | $-15M | $-19M | $9M | |
| Net Income | $111M | $65M | $67M | $-296M | $-55M | $147M | $-63M | $-289.0K | |
| EPS (Basic) | $1.02 | $0.59 | $0.63 | $-2.83 | $-0.53 | $1.77 | $-1.27 | $-0.01 | |
| EPS (Diluted) | $0.99 | $0.57 | $0.60 | $-2.75 | $-0.52 | $1.75 | $-1.27 | $-0.01 | |
| Shares (Basic) | 108,845,000 | 108,647,000 | 106,554,000 | 104,336,000 | 104,735,000 | 82,840,000 | 49,120,000 | 48,823,000 | |
| Shares (Diluted) | 112,747,000 | 113,061,000 | 112,849,000 | 107,580,000 | 107,265,000 | 83,856,000 | 49,120,000 | 48,823,000 | |
| EBITDA | $175M | $129M | $136M | $153M | $14M | $178M | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $73M | $79M | $55M | $115M | $80M | $170M | $75M | · | |
| Short-term Investments | $64M | $32M | $29M | · | · | · | · | · | |
| Receivables | $29M | $34M | $40M | $58M | $64M | $116M | $24M | · | |
| Inventory | · | · | · | · | $5M | $10M | $100.0K | · | |
| Prepaid Expense | $3M | $2M | $2M | $2M | $2M | $20M | $9M | · | |
| Other Current Assets | $9M | $10M | $8M | $12M | $10M | $41M | $14M | · | |
| Current Assets | $304M | $258M | $206M | $259M | $519M | $546M | $281M | · | |
| PP&E (Net) | $6M | $6M | $7M | $5M | $5M | $63M | $33M | $31M | |
| PP&E (Gross) | $25M | $24M | $22M | $19M | $23M | $111M | $64M | · | |
| Accum. Depreciation | $19M | $17M | $15M | $15M | $18M | $48M | $31M | · | |
| Goodwill | $314M | $314M | $314M | $314M | $315M | $315M | $386M | $386M | |
| Intangibles | $303M | $301M | $347M | $432M | $547M | $1.00B | $232M | · | |
| Other Non-current Assets | $54M | $34M | $28M | $41M | $10M | $153M | $71M | · | |
| Total Assets | $1.04B | $1.10B | $1.11B | $1.21B | $2.47B | $2.70B | $1.05B | · | |
| Accounts Payable | $5M | $8M | $10M | $9M | $448.0K | $13M | $5M | · | |
| Accrued Liabilities | $34M | $25M | $17M | $26M | $22M | $129M | $41M | · | |
| Current Liabilities | $80M | $73M | $102M | $167M | $190M | $225M | $48M | · | |
| Capital Leases | $9M | $9M | $10M | $5M | $6M | $66M | $13M | · | |
| Deferred Tax | · | · | · | · | $7M | $25M | $30M | · | |
| Other Non-current Liabilities | $16M | $15M | $18M | $20M | $4M | $99M | $77M | · | |
| Total Liabilities | $559M | $701M | $749M | $909M | $1.13B | $1.25B | $503M | · | |
| Long-term Debt | $418M | $475M | $586M | $729M | $765M | $839M | $335M | · | |
| Total Debt | $418M | $475M | $586M | $729M | $765M | $839M | · | · | |
| Common Stock | $128.0K | $125.0K | $121.0K | $117.0K | $113.0K | $110.0K | $64.0K | · | |
| Retained Earnings | $92M | $3M | $-56M | $-124M | $188M | $264M | $148M | · | |
| Treasury Stock | $298M | $255M | $222M | $211M | $178M | $77M | $369M | · | |
| AOCI | $60.0K | $-1.0K | $-8.0K | $-51.0K | $-752.0K | $1M | $-53.0K | · | |
| Stockholders' Equity | $481M | $397M | $357M | $301M | $1.35B | $1.46B | $548M | · | |
| Liabilities + Equity | $1.04B | $1.10B | $1.11B | $1.21B | $2.47B | $2.70B | $1.05B | · | |
| Shares Outstanding | 108,999,000 | 108,072,000 | 107,384,000 | 105,167,000 | 103,260,000 | 104,775,000 | 49,620,000 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | $227M | $175M | $107M | $115M | |
| Stock-based Comp | $35M | $27M | $18M | $53M | $58M | $39M | $32M | $31M | |
| Deferred Tax | $-21M | $-7M | $11M | $-42M | $-8M | $-27M | $-46M | $-14M | |
| Amort. of Intangibles | $57M | $71M | $94M | $97M | $98M | $59M | $100M | $108M | |
| Operating Cash Flow | $158M | $212M | $153M | $183M | $235M | $428M | $169M | $135M | |
| CapEx | $2M | $2M | $4M | $13M | $14M | $7M | $9M | $3M | |
| Investing Cash Flow | $-40M | $-24M | $-34M | $-3M | $-6M | $18M | $-19M | $11M | |
| Stock Repurchased | $21M | $19M | $0 | $17M | $85M | $81M | $5M | $45M | |
| Net Stock Activity | $-21M | $-19M | $0 | $-33M | $-101M | $-81M | · | · | |
| Dividends Paid | $22M | $22M | $21M | $21M | $21M | $31M | $40M | $39M | |
| Financing Cash Flow | $-124M | $-164M | $-178M | $-263M | $-196M | $-351M | $-189M | $-171M | |
| Net Change in Cash | $-6M | $24M | $-60M | $-87M | $31M | $96M | $-39M | $-25M | |
| Taxes Paid | $15M | $12M | $10M | · | · | · | · | · | |
| Free Cash Flow | $156M | $211M | $149M | $170M | $221M | $420M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 39.5% | 34.2% | 35.0% | 34.9% | 1.6% | 19.9% | · | · | |
| Net Margin | 25.1% | 17.2% | 17.3% | -67.4% | -6.3% | 16.4% | · | · | |
| Pretax Margin | 31.8% | 21.6% | 20.6% | 25.0% | -3.5% | 15.2% | · | · | |
| EBITDA Margin | 39.5% | 34.2% | 35.0% | 34.9% | 1.6% | 19.9% | · | · | |
| ROA | 10.4% | 5.9% | 5.8% | -16.1% | -2.1% | 7.8% | · | · | |
| ROE | 25.3% | 17.2% | 20.5% | -35.8% | -4.0% | 14.6% | · | · | |
| ROIC | 15.3% | 11.7% | 12.2% | 18.7% | 1.3% | 8.2% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.8 | 3.5 | 2.0 | 1.6 | 2.7 | 2.4 | · | · | |
| Quick Ratio | 2.1 | 2.0 | 1.2 | 1.0 | 1.8 | 1.3 | · | · | |
| Debt / Equity | 0.9 | 1.2 | 1.6 | 2.4 | 0.6 | 0.6 | · | · | |
| LT Debt / Equity | 0.8 | 1.1 | 1.5 | 2.1 | 0.5 | 0.5 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.3 | 0.2 | 0.3 | 0.5 | · | · | |
| Receivables Turnover | 14.1 | 10.2 | 7.9 | 7.2 | 6.8 | 12.7 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $4.41 | $3.67 | $3.32 | $2.87 | $13.07 | $13.90 | · | · | |
| Revenue / Share | $3.93 | $3.33 | $3.45 | $4.08 | $8.38 | $10.64 | · | · | |
| Cash Flow / Share | $1.40 | $1.88 | $1.35 | $1.70 | $2.24 | $5.10 | · | · | |
| Cash / Share | $0.67 | $0.73 | $0.51 | $1.09 | $1.95 | $1.62 | · | · | |
| Dividend / Share | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.50 | $0.80 | $0.80 | |
| Dividend Paid / Share | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.50 | $0.80 | $0.80 | |
| EPS (TTM) | $0.99 | $0.57 | $0.60 | $-2.75 | $-0.52 | $1.75 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 17.9% | -3.3% | -11.4% | 12.2% | -24.2% | · | · | · | |
| Revenue CAGR 3Y | 0.34% | -1.3% | -9.0% | · | · | · | · | · | |
| Revenue CAGR 5Y | -3.0% | · | · | · | · | · | · | · | |
| EPS YoY | 73.7% | -5.0% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | -30.0% | · | · | · | · | · | |
| EPS CAGR 5Y | -10.8% | · | · | · | · | · | · | · | |
| Net Income YoY | 71.9% | -4.1% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | -22.9% | · | · | · | · | · | |
| Net Income CAGR 5Y | -5.4% | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -6.7% | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $443M | $376M | $389M | $439M | $391M | $516M | · | · | |
| Net Income TTM | $111M | $65M | $67M | $-296M | $-55M | $147M | · | · | |
| Market Cap | $1.88B | $1.51B | $1.33B | $997M | $848M | $951M | · | · | |
| Enterprise Value | $2.16B | $1.88B | $1.83B | $1.61B | $1.41B | $1.62B | · | · | |
| P/E | 17.4 | 24.5 | 20.6 | -3.4 | -15.8 | 5.2 | · | · | |
| P/S | 4.2 | 4.0 | 3.4 | 2.3 | 2.2 | 1.8 | · | · | |
| P/B | 3.9 | 3.8 | 3.7 | 3.3 | 0.6 | 0.7 | · | · | |
| P / Tangible Book | · | · | · | · | 1.7 | 6.9 | · | · | |
| P / Cash Flow | 11.9 | 7.1 | 8.7 | 5.4 | 3.6 | 2.2 | · | · | |
| P / FCF | 12.0 | 7.2 | 8.9 | 5.8 | 3.8 | 2.3 | · | · | |
| EV / EBITDA | 12.4 | 14.6 | 13.5 | 10.5 | 102.2 | 9.1 | · | · | |
| EV / FCF | 13.8 | 8.9 | 12.3 | 9.5 | 6.4 | 3.9 | · | · | |
| EV / Revenue | 4.9 | 5.0 | 4.7 | 3.7 | 3.6 | 3.1 | · | · | |
| Dividend Yield | 1.2% | 1.4% | 1.6% | 2.1% | 2.5% | 3.2% | · | · | |
| Earnings Yield | 5.7% | 4.1% | 4.8% | -29.0% | -6.3% | 19.3% | · | · | |
| Payout Ratio | 19.6% | 33.7% | 31.7% | -7.1% | -37.8% | 21.0% | · | · | |
| Annual Payout | $22M | $22M | $21M | $21M | $21M | $31M | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $96M | $105M | $183M | $87M | $86M | $88M | $119M | $86M | $87M | $83M | $87M | $101M | $83M | $117M | $103M | $89M | |
| R&D Expense | $18M | $18M | $19M | $16M | $16M | $16M | $16M | $15M | $15M | $14M | $14M | $14M | $13M | $13M | $12M | $12M | |
| SG&A Expense | $31M | $30M | $34M | $25M | $32M | $28M | $28M | $27M | $25M | $24M | $24M | $22M | $26M | $23M | $32M | $35M | |
| Operating Expenses | $71M | $70M | $74M | $60M | $69M | $65M | $62M | $58M | $64M | $64M | $64M | $61M | $65M | $62M | $70M | $74M | |
| Operating Income | $25M | $35M | $109M | $27M | $16M | $23M | $57M | $28M | $24M | $19M | $23M | $40M | $18M | $55M | $33M | $16M | |
| Other Non-op | $2M | $2M | $2M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $2M | $1M | $2M | $2M | $419.0K | $860.0K | |
| Pretax Income | $19M | $28M | $101M | $18M | $8M | $14M | $46M | $17M | $11M | $7M | $9M | $26M | $4M | $41M | $19M | $4M | |
| Income Tax | $2M | $5M | $27M | $10M | $-9M | $2M | $10M | $-3M | $3M | $6M | $-3M | $2M | $2M | $12M | $-55M | $10M | |
| Net Income | $17M | $23M | $74M | $9M | $17M | $12M | $36M | $19M | $8M | $899.0K | $13M | $24M | $1M | $29M | $74M | $-389M | |
| EPS (Basic) | $0.16 | $0.21 | $0.68 | $0.08 | $0.15 | $0.11 | $0.32 | $0.18 | $0.08 | $0.01 | $0.12 | $0.23 | $0.01 | $0.27 | $0.70 | $-3.72 | |
| EPS (Diluted) | $0.15 | $0.20 | $0.66 | $0.08 | $0.15 | $0.10 | $0.32 | $0.17 | $0.07 | $0.01 | $0.12 | $0.21 | $0.01 | $0.26 | $0.65 | $-3.67 | |
| Shares (Basic) | 110,223,000 | 109,503,000 | · | 109,421,000 | 108,832,000 | 107,948,000 | · | 109,035,000 | 108,667,000 | 107,765,000 | · | 106,902,000 | 106,464,000 | 105,585,000 | 105,135,000 | 104,510,000 | |
| Shares (Diluted) | 114,398,000 | 114,203,000 | · | 112,823,000 | 112,179,000 | 113,021,000 | · | 113,124,000 | 112,536,000 | 112,977,000 | · | 112,929,000 | 112,775,000 | 113,447,000 | 113,392,000 | 105,850,000 | |
| EBITDA | $25M | $35M | · | $27M | $16M | $23M | · | $28M | $24M | $19M | · | $40M | $18M | $55M | · | $-376M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $73M | $53M | $73M | $56M | $84M | $84M | $79M | $61M | $66M | $58M | · | $52M | $60M | $82M | · | $271M | |
| Short-term Investments | $64M | $62M | $64M | $59M | $32M | $32M | $32M | $28M | $28M | $31M | · | $30M | · | · | · | · | |
| Receivables | $14M | $33M | $29M | $30M | $29M | $28M | $34M | $44M | $26M | $27M | · | $44M | $30M | $37M | · | $107M | |
| Inventory | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $9M | |
| Prepaid Expense | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $3M | $3M | · | $857.0K | $1M | $2M | · | $22M | |
| Other Current Assets | $11M | $9M | $9M | $16M | $15M | $12M | $10M | $10M | $10M | $8M | · | $10M | $11M | $11M | · | $45M | |
| Current Assets | $295M | $281M | $304M | $281M | $267M | $263M | $258M | $245M | $219M | $206M | · | $220M | $200M | $209M | · | $554M | |
| PP&E (Net) | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | · | $5M | $5M | $5M | · | $57M | |
| PP&E (Gross) | $26M | $26M | $25M | $25M | $24M | $24M | $24M | $23M | $23M | $23M | · | $20M | $20M | $20M | · | $140M | |
| Accum. Depreciation | $20M | $20M | $19M | $19M | $18M | $18M | $17M | $17M | $16M | $16M | · | $15M | $15M | $15M | · | $83M | |
| Goodwill | $314M | $314M | $314M | $314M | $314M | $314M | $314M | $314M | $314M | $314M | · | $314M | $314M | $314M | · | $564M | |
| Intangibles | $288M | $294M | $303M | $264M | $278M | $292M | $301M | $297M | $311M | $331M | · | $367M | $385M | $409M | · | $736M | |
| Other Non-current Assets | $58M | $56M | $54M | $31M | $38M | $38M | $34M | $29M | $31M | $31M | · | $40M | $39M | $38M | · | $142M | |
| Total Assets | $1.01B | $1.00B | $1.04B | $1.07B | $1.08B | $1.09B | $1.10B | $1.08B | $1.07B | $1.08B | · | $1.12B | $1.12B | $1.15B | · | $2.16B | |
| Accounts Payable | $4M | $6M | $5M | $3M | $3M | $5M | $8M | $8M | $5M | $5M | · | $10M | $16M | $4M | · | $25M | |
| Accrued Liabilities | $22M | $21M | $34M | $21M | $19M | $12M | $25M | $16M | $13M | $12M | · | $19M | $14M | $29M | · | $126M | |
| Current Liabilities | $91M | $82M | $80M | $75M | $87M | $90M | $73M | $71M | $73M | $93M | · | $82M | $86M | $99M | · | $225M | |
| Capital Leases | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $10M | · | $3M | $4M | $4M | · | $47M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $26M | |
| Other Non-current Liabilities | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $18M | $19M | $19M | · | $18M | $20M | $20M | · | $100M | |
| Total Liabilities | $536M | $536M | $559M | $655M | $680M | $698M | $701M | $705M | $710M | $729M | · | $780M | $800M | $831M | · | $1.18B | |
| Long-term Debt | $386M | $391M | $418M | $439M | $449M | $459M | $475M | $524M | $536M | $546M | · | $614M | $628M | $647M | · | $788M | |
| Total Debt | $386M | $391M | · | $439M | $449M | $459M | · | $524M | $536M | $546M | · | $614M | $628M | $647M | · | $788M | |
| Common Stock | $132.0K | $131.0K | $128.0K | $127.0K | $127.0K | $126.0K | $125.0K | $124.0K | $123.0K | $122.0K | · | $120.0K | $119.0K | $119.0K | · | $117.0K | |
| Retained Earnings | $121M | $109M | $92M | $24M | $21M | $9M | $3M | $-28M | $-47M | $-55M | · | $-69M | $-93M | $-95M | · | $-197M | |
| Treasury Stock | $351M | $338M | $298M | $286M | $285M | $277M | $255M | $234M | $232M | $230M | · | $222M | $219M | $218M | · | $211M | |
| AOCI | $-198.0K | $-124.0K | $60.0K | $22.0K | $44.0K | $43.0K | $-1.0K | $151.0K | $-96.0K | $-71.0K | · | $-69.0K | $-81.0K | $-47.0K | · | $-5M | |
| Stockholders' Equity | $477M | $467M | $481M | $414M | $403M | $389M | $397M | $378M | $359M | $350M | · | $344M | $323M | $323M | · | $992M | |
| Liabilities + Equity | $1.01B | $1.00B | $1.04B | $1.07B | $1.08B | $1.09B | $1.10B | $1.08B | $1.07B | $1.08B | · | $1.12B | $1.12B | $1.15B | · | $2.16B | |
| Shares Outstanding | 110,262,000 | 110,258,000 | 108,999,000 | 109,469,000 | 109,325,000 | 108,444,000 | 108,072,000 | 109,193,000 | 108,854,000 | 108,453,000 | · | 107,096,000 | 106,606,000 | 106,285,000 | · | 105,059,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $10M | $9M | $9M | $9M | $9M | $8M | $7M | $7M | $7M | $5M | $5M | $5M | $5M | $4M | $3M | $17M | |
| Amort. of Intangibles | $16M | $16M | $14M | $14M | $14M | $14M | $14M | $14M | $20M | $23M | $23M | $23M | $24M | $24M | $24M | $24M | |
| Operating Cash Flow | $55M | $58M | $60M | $18M | $23M | $57M | $107M | $14M | $23M | $67M | $39M | $21M | $29M | $63M | $41M | $55M | |
| CapEx | $561.0K | $434.0K | $590.0K | $796.0K | $192.0K | $228.0K | $547.0K | $60.0K | $421.0K | $793.0K | $2M | $391.0K | $1M | $390.0K | $0 | $4M | |
| Investing Cash Flow | $-12M | $-5M | $-6M | $-28M | $13.0K | $-6M | $-16M | $-153.0K | $3M | $-11M | $-3M | $-6M | $-25M | $-390.0K | $1M | $-45M | |
| Stock Repurchased | $10M | $10M | $10M | $0 | $0 | $11M | $19M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $-11M | |
| Net Stock Activity | · | $-10M | · | · | · | $-11M | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Financing Cash Flow | $-23M | $-73M | $-37M | $-18M | $-23M | $-46M | $-74M | $-20M | $-18M | $-53M | $-34M | $-23M | $-26M | $-95M | $-199M | $-13M | |
| Net Change in Cash | $19M | $-20M | $17M | $-28M | $63.0K | $5M | $18M | $-6M | $8M | $3M | $3M | $-9M | $-22M | $-32M | $-157M | $-4M | |
| Free Cash Flow | · | $58M | · | · | · | $57M | · | · | · | $66M | · | · | · | $63M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 26.4% | 33.2% | · | 30.9% | 19.1% | 26.1% | · | 32.7% | 27.1% | 23.2% | · | 39.6% | 21.3% | 47.0% | · | -178.4% | |
| Net Margin | 18.1% | 21.7% | · | 10.1% | 19.5% | 13.5% | · | 22.4% | 9.6% | 1.1% | · | 23.9% | 1.7% | 24.7% | · | -184.4% | |
| Pretax Margin | 19.8% | 26.7% | · | 21.1% | 8.9% | 15.8% | · | 19.5% | 13.0% | 7.9% | · | 25.6% | 4.6% | 34.8% | · | -184.4% | |
| EBITDA Margin | 26.4% | 33.2% | · | 30.9% | 19.1% | 26.1% | · | 32.7% | 27.1% | 23.2% | · | 39.6% | 21.3% | 47.0% | · | -178.4% | |
| ROA | 1.7% | 2.2% | · | 0.82% | 1.6% | 1.1% | · | 1.8% | 0.77% | 0.08% | · | 1.5% | 0.08% | 1.6% | · | -16.6% | |
| ROE | 4.0% | 5.3% | · | 2.2% | 4.4% | 3.2% | · | 5.3% | 2.5% | 0.27% | · | 3.6% | 0.17% | 3.4% | · | -32.8% | |
| ROIC | 2.7% | 3.3% | · | 1.5% | 4.2% | 2.3% | · | 3.6% | 2.0% | 0.29% | · | 3.9% | 0.70% | 4.0% | · | -21.2% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | 3.4 | · | 3.7 | 3.1 | 2.9 | · | 3.4 | 3.0 | 2.2 | · | 2.7 | 2.3 | 2.1 | · | 2.5 | |
| Quick Ratio | 1.7 | 1.8 | · | 1.9 | 1.7 | 1.6 | · | 1.9 | 1.6 | 1.3 | · | 1.5 | 1.1 | 1.2 | · | 1.7 | |
| Debt / Equity | 0.8 | 0.8 | · | 1.1 | 1.1 | 1.2 | · | 1.4 | 1.5 | 1.6 | · | 1.8 | 1.9 | 2.0 | · | 0.8 | |
| LT Debt / Equity | 0.8 | 0.8 | · | 1.0 | 1.1 | 1.1 | · | 1.3 | 1.4 | 1.5 | · | 1.7 | 1.8 | 1.9 | · | 0.8 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | |
| Receivables Turnover | 4.5 | 3.4 | · | 2.4 | 3.2 | 3.2 | · | 2.0 | 3.1 | 2.6 | · | 1.3 | 1.0 | 1.7 | · | 1.8 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $4.33 | $4.23 | · | $3.78 | $3.69 | $3.59 | · | $3.46 | $3.30 | $3.23 | · | $3.21 | $3.03 | $3.04 | · | $9.45 | |
| Revenue / Share | $0.84 | $0.92 | · | $0.77 | $0.76 | $0.78 | · | $0.76 | $0.78 | $0.74 | · | $0.90 | $0.74 | $1.03 | · | $2.02 | |
| Cash Flow / Share | · | $0.51 | · | · | · | $0.51 | · | · | · | $0.60 | · | · | · | $0.56 | · | · | |
| Cash / Share | $0.66 | $0.48 | · | $0.51 | $0.77 | $0.78 | · | $0.56 | $0.61 | $0.54 | · | $0.48 | $0.57 | $0.78 | · | $2.58 | |
| Dividend / Share | $0.00 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.00 | $0.05 | |
| Dividend Paid / Share | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | |
| EPS (TTM) | $1.09 | $1.09 | · | $0.65 | $0.74 | $0.66 | · | $0.37 | $0.41 | $0.35 | · | $1.13 | $-2.75 | $-2.82 | · | $-3.62 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $471M | $460M | · | $380M | $379M | $380M | · | $344M | $359M | $355M | · | $405M | $393M | $418M | · | $64M | |
| Net Income TTM | $123M | $122M | · | $73M | $84M | $76M | · | $41M | $46M | $39M | · | $128M | $-285M | $-292M | · | $-384M | |
| Market Cap | $3.63B | $2.65B | · | $1.84B | $1.55B | $1.43B | · | $1.30B | $1.22B | $1.18B | · | $1.14B | $1.17B | $942M | · | $645M | |
| Enterprise Value | $3.88B | $2.93B | · | $2.16B | $1.88B | $1.78B | · | $1.74B | $1.66B | $1.64B | · | $1.68B | $1.74B | $1.51B | · | $1.16B | |
| P/E | 30.2 | 22.0 | · | 25.8 | 19.1 | 20.0 | · | 32.2 | 27.3 | 31.2 | · | 9.5 | -4.0 | -3.1 | · | -1.7 | |
| P/S | 7.7 | 5.8 | · | 4.8 | 4.1 | 3.8 | · | 3.8 | 3.4 | 3.3 | · | 2.8 | 3.0 | 2.3 | · | 10.1 | |
| P/B | 7.6 | 5.7 | · | 4.4 | 3.8 | 3.7 | · | 3.4 | 3.4 | 3.4 | · | 3.3 | 3.6 | 2.9 | · | 0.7 | |
| P / Cash Flow | · | 45.3 | · | · | · | 25.1 | · | · | · | 17.6 | · | · | · | 14.9 | · | · | |
| EV / Revenue | 8.2 | 6.4 | · | 5.7 | 5.0 | 4.7 | · | 5.0 | 4.6 | 4.6 | · | 4.1 | 4.4 | 3.6 | · | 18.3 | |
| Dividend Yield | 0.60% | 0.83% | · | 1.2% | 1.4% | 1.5% | · | 1.7% | 1.8% | 1.8% | · | 1.9% | 1.8% | 2.2% | · | 3.2% | |
| Earnings Yield | 3.3% | 4.5% | · | 3.9% | 5.2% | 5.0% | · | 3.1% | 3.7% | 3.2% | · | 10.6% | -25.0% | -31.8% | · | -59.0% | |
| Payout Ratio | · | 24.3% | · | · | · | 45.9% | · | · | · | 602.9% | · | · | · | 18.3% | · | · | |
| Annual Payout | $22M | $22M | · | $22M | $22M | $22M | · | $22M | $22M | $21M | · | $21M | $21M | $21M | · | $21M |
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 | $443M | $376M | $389M | $439M | $391M |
| Margen Operativo % | 39.5% | 34.2% | 35.0% | 34.9% | 1.6% |
| Beneficio neto | $111M | $65M | $67M | $-296M | $-55M |
| EPS Diluido | $0.99 | $0.57 | $0.60 | $-2.75 | $-0.52 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.9 | 1.2 | 1.6 | 2.4 | 0.6 |
| Ratio corriente | 3.8 | 3.5 | 2.0 | 1.6 | 2.7 |
| Ratio Rápido | 2.1 | 2.0 | 1.2 | 1.0 | 1.8 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $156M | $211M | $149M | $170M | $221M |
Propietarios institucionales (13F) 325 declarantes · $3.9B 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.
Tenedores
325
Valor en tenencia
$3.9B
Nuevas posiciones
76
Posiciones cerradas
26
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 76 (+8 vs trimestre anterior) | 26 (-3 vs trimestre anterior) | 117 (+25 vs trimestre anterior) | 84 (+5 vs trimestre anterior) | +21.1M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $573 266 771 | 17 408 648 | 14,78% | Acciones |
| AMERIPRISE FINANCIAL INC | $451 525 906 | 13 713 908 | 11,64% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $288 255 324 | 8 753 578 | 7,43% | Acciones |
| VANGUARD GROUP INC | $241 278 752 | 13 987 174 | 6,22% | Acciones |
| FMR LLC | $197 450 466 | 5 996 066 | 5,09% | Acciones |
| STATE STREET CORP | $159 632 555 | 4 847 633 | 4,12% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $157 681 156 | 4 788 374 | 4,07% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $114 521 879 | 3 477 104 | 2,95% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $99 289 512 | 3 014 633 | 2,56% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $91 841 443 | 2 788 968 | 2,37% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $81 624 731 | 2 478 734 | 2,11% | Acciones |
| Boston Partners | $78 408 742 | 2 436 204 | 2,02% | Acciones |
| Rubric Capital Management LP | $70 030 025 | 2 126 633 | 1,81% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $56 380 869 | 1 712 143 | 1,45% | Acciones |
| GOLDMAN SACHS GROUP INC | $53 683 914 | 1 630 243 | 1,38% | Acciones |
| Harvey Partners, LLC | $53 424 084 | 1 622 353 | 1,38% | Acciones |
| LOOMIS SAYLES & CO L P | $46 450 729 | 1 410 590 | 1,20% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $46 004 165 | 1 397 029 | 1,19% | Acciones |
| MORGAN STANLEY | $42 154 148 | 1 280 112 | 1,09% | Acciones |
| Nuveen, LLC | $42 002 152 | 1 275 499 | 1,08% | Acciones |
| NORTHERN TRUST CORP | $41 080 306 | 1 247 504 | 1,06% | Acciones |
| Invesco Ltd. | $36 530 336 | 1 109 333 | 0,94% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35 440 023 | 1 076 223 | 0,91% | Acciones |
| DEUTSCHE BANK AG\ | $34 519 761 | 1 048 277 | 0,89% | Acciones |
| Bank of New York Mellon Corp | $34 424 871 | 1 045 395 | 0,89% | Acciones |
| Capital Research Global Investors | $30 165 362 | 916 045 | 0,78% | Acciones |
| TSP Capital Management Group, LLC | $29 161 184 | 885 551 | 0,75% | Acciones |
| Select Equity Group, L.P. | $26 449 244 | 803 196 | 0,68% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $25 703 775 | 780 558 | 0,66% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $25 194 000 | 765 068 | 0,65% | Acciones |
| BANK OF AMERICA CORP /DE/ | $23 678 712 | 719 062 | 0,61% | Acciones |
| UBS Group AG | $22 972 231 | 697 608 | 0,59% | Acciones |
| Irenic Capital Management LP | $20 903 042 | 634 772 | 0,54% | Acciones |
| STEPHENS INC /AR/ | $18 072 190 | 547 855 | 0,47% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $17 738 667 | 538 678 | 0,46% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17 121 394 | 519 933 | 0,44% | Acciones |
| FIRST TRUST ADVISORS LP | $16 852 586 | 511 770 | 0,43% | Acciones |
| Public Sector Pension Investment Board | $16 253 095 | 493 565 | 0,42% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15 335 501 | 465 700 | 0,40% | Opción de compra |
| Portolan Capital Management, LLC | $14 589 966 | 443 060 | 0,38% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $13 614 184 | 413 428 | 0,35% | Acciones |
| ArrowMark Colorado Holdings LLC | $13 204 930 | 401 000 | 0,34% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $12 175 637 | 369 743 | 0,31% | Acciones |
| MACKENZIE FINANCIAL CORP | $11 675 035 | 354 541 | 0,30% | Acciones |
| JANUS HENDERSON GROUP PLC | $11 377 844 | 473 438 | 0,29% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $11 112 690 | 337 464 | 0,29% | Acciones |
| Skylands Capital, LLC | $11 029 904 | 334 950 | 0,28% | Acciones |
| JPMORGAN CHASE & CO | $10 982 103 | 327 691 | 0,28% | Acciones |
| JANE STREET GROUP, LLC | $9 467 375 | 287 500 | 0,24% | Opción de compra |
| CITADEL ADVISORS LLC | $8 736 329 | 265 300 | 0,23% | Opción de compra |
Informantes de la empresa 21 insiders · 10 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Paul E. Davis | Chief Executive Officer | 1 de junio de 2026 F | 1 522 947 | 0 | 0 | $0 |
| Jon Kirchner | Former Chief Executive Officer | 28 de julio de 2022 F | 670 696 | 0 | 0 | $0 |
| Keith A Jones | Chief Financial Officer | 1 de agosto de 2026 F | 552 189 | 0 | 0 | $0 |
| Robert J Andersen | Former Chief Financial Officer | 28 de julio de 2022 F | 261 921 | 0 | 0 | $0 |
| Samir Armaly | President, IP Licensing | 1 de marzo de 2022 F | 553 263 | 0 | 0 | $0 |
| Kevin Tanji | Chief Legal Officer | 13 de mayo de 2026 S | 312 913 | 0 | 1 | $-3 154 108 |
| Mark Kokes | Chief Licensing Officer, Media | 1 de marzo de 2026 A | 338 936 | 0 | 0 | $0 |
| Dana Escobar | Chief Licensing Officer, Semi | 19 de octubre de 2025 F | 236 298 | 0 | 0 | $0 |
| Geir Skaaden | Former Chief Prod & Servs Off | 28 de julio de 2022 F | 231 913 | 0 | 0 | $0 |
| Matthew Milne | Former Chief Revenue Officer | 28 de julio de 2022 F | 224 196 | 0 | 0 | $0 |
| Phyllis Turner-Brim | Consejero | 7 de mayo de 2026 A | 49 370 | 0 | 0 | $0 |
| Adam Rymer | Consejero | 7 de mayo de 2026 A | 52 920 | 0 | 0 | $0 |
| Mayes Tonia Oconnor | Consejero | 7 de mayo de 2026 A | 74 142 | 0 | 0 | $0 |
| Sandeep Vij | Consejero | 7 de mayo de 2026 A | 20 990 | 0 | 0 | $0 |
| Daniel M Moloney | Consejero | 7 de mayo de 2026 A | 117 190 | 0 | 0 | $0 |
| Raghavendra Rau | Consejero | 9 de mayo de 2024 A | 198 897 | 0 | 0 | $0 |
| Laura Durr | Consejero | 2 de mayo de 2022 S | 36 773 | 0 | 0 | $0 |
| Darcy Antonellis | Consejero | 29 de abril de 2022 A | 45 637 | 0 | 0 | $0 |
| David C Habiger | Consejero | 29 de abril de 2022 A | 51 845 | 0 | 0 | $0 |
| Christopher A Seams | Consejero | 29 de abril de 2022 A | 83 543 | 0 | 0 | $0 |
| Sue V Molina | · | 7 de mayo de 2026 A | 79 534 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 67 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 |
|---|---|---|---|---|
| CAFG · Pacer Funds Trust | 2,35% | 26 535 NS | 31 de julio de 2026 | N-PORT |
| PTF · Invesco Exchange-Traded Fund Trust | 1,60% | 384 914 SH | 1 de octubre de 2026 | Diario |
| SCOW · Pacer Funds Trust | 1,48% | 947 NS | 31 de julio de 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 1,26% | 58 680 SH | 1 de octubre de 2026 | Diario |
| PSCT · Invesco Exchange-Traded Fund Trust … | 1,18% | 243 868 SH | 1 de octubre de 2026 | Diario |
| JSML · Janus Detroit Street Trust | 0,98% | 133 740 NS | 31 de julio de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,82% | 325 450 NS | 31 de julio de 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,60% | 67 130 SH | 1 de octubre de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,55% | 266 491 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,40% | 131 282 SH | 19 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,26% | 132 453 NS | 31 de julio de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 56 902 NS | 31 de julio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,22% | 105 055 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,20% | 385 644 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,20% | 108 554 SH | 19 de agosto de 2026 | Diario |
| FFSM · FIDELITY COVINGTON TRUST | 0,20% | 111 441 NS | 31 de julio de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,18% | 4 086 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,18% | 953 981 SH | 11 de septiembre de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,17% | 15 676 SH | 1 de octubre de 2026 | Diario |
| GGME · Invesco Exchange-Traded Fund Trust | 0,16% | 2 817 SH | 1 de octubre de 2026 | Diario |
| SMDX · Tidal Trust III | 0,14% | 6 675 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,12% | 4 074 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,12% | 116 333 NS | 31 de julio de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,12% | 70 116 SH | 19 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 12 235 SH | 1 de octubre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 29 823 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,11% | 24 140 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,11% | 641 962 SH | 19 de agosto de 2026 | Diario |
| IGV · iShares Trust | 0,10% | 504 233 SH | 11 de septiembre de 2026 | Diario |
| IWM · iShares Trust | 0,10% | 2 865 309 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,10% | 35 012 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,10% | 53 404 NS | 31 de julio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,08% | 374 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 81 828 SH | 1 de octubre de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,07% | 1 525 770 SH | 19 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,07% | 10 121 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,07% | 74 007 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,06% | 370 477 NS | 31 de julio de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,05% | 2 722 654 SH | 19 de agosto de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,05% | 343 418 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 1 266 376 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,04% | 2 404 130 SH | 19 de agosto de 2026 | Diario |
| TDVI · First Trust Exchange-Traded Fund IV | 0,03% | 6 813 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 6 924 NS | 31 de julio de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,03% | 22 254 SH | 1 de octubre de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 6 550 SH | 11 de septiembre de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 8 971 SH | 19 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,02% | 287 122 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 74 982 NS | 31 de julio de 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 51 840 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 16 038 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 9 824 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 24 652 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 7 936 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 28 415 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 35 429 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 146 921 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 28 811 SH | 9 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 3 324 394 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 91 251 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 9 045 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 6 437 726 SH | 8 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 1 043 288 SH | 9 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 101 754 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 15 205 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 4 957 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 128 261 SH | 11 de septiembre de 2026 | Diario |
ADEA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 10 analistas
COMPRA
Objetivo mediano
$41.50
+61,2%
2 20,0%
Compra fuerte
7 70,0%
Compra
1 10,0%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
4 analistas · 2026-09-28Objetivo medio $43.00 +67,1%
← Por Debajo de Todos los Objetivos
Precio Actual $25.74
Mín$39.00
Media$43.00
Máx$50.00
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 |
|---|---|---|---|---|---|---|
| ADEA | $1.88B | 17.4 | 17.9% | 25.1% | 25.3% | · |
| DLB | · | 27.6 | 5.9% | 18.9% | 10.0% | 88.1% |
| VRNS | $3.86B | -29.0 | 13.2% | -20.7% | -27.5% | 78.8% |
| TENB | · | -78.4 | 11.0% | -3.6% | -10.7% | 78.1% |
| TDC | $2.82B | 22.5 | -5.0% | 7.8% | 64.0% | 59.4% |
| APPN | $2.62B | 1771.0 | 17.8% | 0.17% | -2.5% | 72.5% |
| ATEN | $1.26B | 31.0 | 11.0% | 14.5% | 20.3% | 79.3% |
| PRGS | $1.75B | 24.9 | 29.8% | 7.5% | 15.7% | 80.8% |
| AIP | $686M | -18.9 | 22.3% | -49.2% | 313.6% | 90.2% |
| MSFT | $2.77T | 20.8 | 17.8% | 40.3% | 34.0% | 67.9% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Ago 5, 2026