AEE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $99.94
Capitalización Bursátil (MRQ) $27.66B
P/E (TTM) 17.6
BPA (TTM) $5.68
Ingresos (TTM) $8.75B
Rendimiento div. 2.8%
ROE (TTM) 12.1%
Deuda/Capital (MRQ) 1.6
Rango 52S $97–$118

AEE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
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.

Acerca de Ameren Corporation Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Ameren Corporation is an American power company created December 31, 1997, by the merger of Union Electric Company (formerly NYSE: UEP) of St. Louis, Missouri and the neighboring Central Illinois Public Service Company (CIPSCO Inc. holding, formerly NYSE: CIP) of Springfield, Illinois. It is now a holding company for several power companies and energy companies. The company is based in St. Louis, with 2.4 million electric, and 900,000 natural gas customers across 64,000 square miles in central and eastern Missouri and the southern four-fifths of Illinois by area.

Ameren is the holding company for the following:

Ameren Missouri

Ameren Illinois

Ameren Transmission Company

Ameren Services

The Ameren Missouri subsidiary owns Bagnell Dam on the Osage River, which forms the Lake of the Ozarks. Ameren Missouri is responsible for managing water levels on the lake according to federal regulations.

History

Origins

Prior to the formation of Ameren, the first major development in the history of its constituent parts occurred in 1929, when the Bagnell Dam was completed on the Osage River and generated almost 175 megawatts of hydroelectricity for Missouri's Union Electric Company. The dam also created the Lake of the Ozarks with 1,400 miles (2,300 km) of shoreline.

In 1931, Union Electric Light and Power sought additional generating sources (interurbans being one need) and the company began buying power from the Keokuk, IA dam, 150 miles (240 km) north of St. Louis. Union Electric later bought the dam, providing 134 megawatts of hydroelectricity carried over a longer distance than had ever been achieved before.

By the 1950s Union Electric owned gas operations in and around Alton, Illinois, and acquired other utilities to become the third largest distributor of natural gas in Missouri.

In 1952, Ameren's second major constituent, the Central Illinois Public Service Company, became a major pooled energy power distributor with its future Ameren mate, Union Electric Company. The arrangement formed the Midwest Power Pool system. The CIPS Meredosia, Illinois Power Station became a key contributor to the pool, which also included the later Ameren subsidiary Illinois Power Company.

In 1963 Union Electric completed construction of one of the largest pumped storage plants at that time, the then-350-megawatt Taum Sauk Plant, in Reynolds County, Missouri. In 1984 Union Electric added nuclear energy to the mix, when the Callaway Nuclear Generating Station began providing 1,143 megawatts of power from Callaway County, Missouri.

Ameren history

In 1995 shareholders of both CIPSCO Inc. and of its neighboring utility of twice its size, the S&P 500-listed Union Electric Company, approved the merger of the two companies, which were to then be combined as Ameren Corporation. Both of those former utilities had traded publicly on the New York Stock Exchange, under ticker symbol CIP and UEP, respectively. At the time of the merger, Union Electric had assets of nearly US$600 million, but still carried nearly US$1.8 billion in long-term debt, although down from US$2.5 billion which it had accumulated by the 1980s. CIPSCO had assets of about US$210 million, but still carried nearly half of US$1 billion in long-term debt, which it had also accumulated by the 1980s.

The merger was completed on December 31, 1997, when the two public companies became one, as Ameren Corporation, which then began to trade publicly on the New York Stock Exchange with the ticker symbol AEE. The name Ameren comes from the combination of American energy/ Following the merger, Union Electric began doing business as AmerenUE, now known as Ameren Missouri. Today, with nine power plants Ameren Missouri serves 1.2 million power customers and 110,000 gas customers, primarily in Missouri, where more than half of its customers reside in the St. Louis metropolitan area. It also served Iowa as well through the mid-1990s, and served adjoining parts of Illinois until 2010. The former CIPSCO Inc. utility, Central Illinois Public Service Company, became Ameren's other operating company, doing business as AmerenCIPS.

In 2000, Ameren formed the holding company, AmerenEnergy Resources. It contained two further subsidiaries, AmerenEnergy Marketing, and AmerenEnergy Generating. In 2002, Ameren Corporation announced a voluntary retirement program, which was offered to approximately 1,000 of Ameren's 7,400 current employees, expecting to realize significant long-term savings.

In 2003, Ameren acquired Peoria-based CILCORP, Inc. and its leading subsidiary, Central Illinois Light Company, from AES Corporation. CILCORP had traded on the NYSE with ticker symbol CER prior to its acquisition by AES, and by the mid-1990s had become a member of the S&P Small Cap 600 index. CILCO had been another pioneer utility in the region, which had paid a dividend since 1921. By 1996, it had grown to over US$150 million in assets, and carried US$330 million in long-term debt. Following the 2003 Ameren acquisition, that utility began doing business as AmerenCILCO.

At the end of 2003, Ameren's chairman and chief executive, Charles Mueller, retired and was succeeded in both positions by Gary Rainwater, the company's president and chief operating officer the past two years.

In 2004, Ameren acquired the third partner from the 1952 Midwest Power Pool system, Illinois Power Company, from Dynegy Inc. That utility had traded publicly on the NYSE under the ticker symbol IPC through the 1980s, and paid dividends since 1947. As of the late 1980s, the company generated electricity and natural gas, almost entirely from coal plants, with less than 1% fueled from oil and gas. By then, with about $360 million in assets, it carried long-term debt of over US$2 billion.

In 1991, Illinois Power reorganized as a holding company, Illinova Corporation, which traded on the NYSE with ticker symbol ILN. Illinova had grown to an S&P Midcap 400 stock by 1996, with over US$415 million in assets, and had brought the IP utility's debt down to US$1.8 billion by then. In a merger completed February 1, 2000, Illinova became a wholly owned subsidiary of Dynegy Inc. (NYSE: DYN), in which Chevron Corporation also took a 28% stake. Dynegy in turn had been created in June 1998, from the merger of Chevron's natural gas and natural gas liquids businesses with Dynegy's predecessor, NGC Corp. (former ticker NGL). NGC had been an integrated natural gas services company around since 1994. Following Ameren's acquisition of Illinois Power, that subsidiary began doing business as AmerenIP. The IP acquisition made Ameren the major investor-owned power company in downstate Illinois.

In December 2004, Ameren announced that Patrick T. Stokes, the president and chief executive officer of Anheuser-Busch Cos., Inc., was elected to the Ameren board of directors. In 2009, AmerenUE signed an agreement to purchase 102 megawatts (MW) of wind power from phase II of Horizon Wind Energy's Pioneer Prairie Wind Farm in Iowa, which is enough to power 26,000 households. The power AmerenUE is purchasing will tie into the Midwest Independent System Operator (MISO) transmission grid, of which the company is a member, fulfilling AmerenUE's commitment to add 100 megawatts of renewable capacity to serve its Missouri customers by 2010. On October 1, 2010 Ameren's three Illinois operating companies merged to become Ameren Illinois Company. The merger resulted in a single operating company providing power to most of downstate Illinois. However, the Ameren Illinois service territory is split into three rate zones corresponding to the service territories of the three former Illinois operating companies—Zone I (the former AmerenCIPS), Zone II (the former AmerenCILCO) and Zone III (the former AmerenIP). On the same date, AmerenUE changed its name to Ameren Missouri Company. The former Illinois portion of the AmerenUE territory was transferred to Ameren Illinois Zone I. In 2015, Ameren became the first major energy company to open an Innovation Center at the Research Park, University of Illinois at Urbana-Champaign. In 2016, Ameren was named 10th on Business Insider’s 10 best energy companies to work for in America list. In the report, seventy four percent of employees said their job has high meaning.

Ameren Transmission

Ameren owns and operates transmission lines at the following voltages: 345kV, 230kV, 161kV, 138kV, 69kV and 34.5kV.

Service area

As of 2021, Ameren Illinois and Ameren Missouri distribute electricity and natural gas to most of central and southern Illinois and to much of northern and eastern Missouri. This service area includes the cities of St. Louis and East Saint Louis and surrounding suburbs. It excludes almost all of the Chicago metropolitan area, where about three quarters of Illinois's population resides.

Ownership

As of 2017 Ameren shares are mainly held by institutional investors (Vanguard group, BlackRock, State Street Corporation, among others).

Taum Sauk pumped storage plant

Ameren Missouri owns the Taum Sauk pumped storage plant, which failed on December 14, 2005, causing extensive damage to the east fork of the Black River and to Johnson's Shut-Ins State Park. Consequently, FERC fined Ameren $15 million. The State of Missouri has sued Ameren for actual and punitive damages, alleging Ameren recklessly operated the plant and put financial considerations from sale of power to other companies over safety, maintenance and engineering. The plant was operated by remote control with no one onsite during pumping operations. Rebuilding the upper reservoir of the AmerenUE Taum Sauk pumped-storage hydroelectric plant cost $450 million. The upper reservoir was constructed with roller compacted concrete (RCC); and online in 2010, this 54.5-acre (221,000 m2) reservoir is the largest RCC dam in North America. The 450-megawatt Taum Sauk pumped storage hydroelectric plant began generating electricity again on April 21, 2010.

Environmental issues

Clean Air Act

In 2011 the United States Environmental Protection Agency (EPA) filed suit (Case No. 4:11 CV 77 RWS) against Ameren Missouri concerning excess sulfur (SO2) emissions from the Rush Island Plant in Festus, Missouri United States v. Ameren Missouri, 229 F.Supp.3d 906 (2017) 48295 (D.C., E.D. Missouri, Eastern Division. January 23, 2017).

EPA alleged Ameren violated the Clean Air Act, the Missouri State Implementation Plan, and Ameren's Rush Island Plant Title V Permit when it undertook major modifications at the Rush Island Plant in 2007 through 2010 without obtaining the required permits under the Prevention of Significant Deterioration (PSD) provisions of the New Source Review (NSR) program.

In January 2017 the District Court found that Ameren "...violated the Clean Air Act without obtaining the necessary permits, installing best-available pollution technology, and otherwise meeting applicable requirements." Judge Rodney Sippel entered a finding of liability in January 2017 and ordered a remedy that called for the company to equip its Rush Island coal plant in Jefferson County, Missouri, with scrubbers. Ameren instead decided to close the plant in 2024, 15 years ahead of schedule. Sippel also ordered Ameren to install sulfur dioxide scrubbers on its Labadie plant, also in Missouri, but a federal appeals court overturned that condition even though “the government never provided notice of or alleged” that the plant committed a Clean Air Act violation.

Electric vehicles

Ameren has a history of supporting the adoption of electric vehicles. In 2016, the company attempted to launch a pilot program to install electric vehicle charging stations but state utility regulators turned down oversight of the project. As a result, Ameren canceled the program because it would not recover its investments. However, in early 2018 Ameren tried again, this time launching a program called "Charge Ahead" which incentivizes the installation of around 1,200 charging stations. In addition, the program creates incentives for the adoption of commercial electric vehicles.

Former manufactured gas plant

In the nineteenth and twentieth centuries a local utility company operated a coal gasification plant at the corner of Ash and Orr streets in Columbia, Missouri, that was subsequently demolished. The company was purchased by the Ameren Corporation. The gasification process contaminated the soil and some groundwater in the area with carcinogenic chemicals. In June 2014 Ameren was removing contaminated soil from the area, and expected to finish by September 2014. As of 2019 the city is considering purchasing the lot to create a public park. Ameren has been criticized by the North Village Board of Directors for owning "a whole city block that is in disrepair and for an aversion to commerce."

Lake of the Ozarks

Ameren Missouri sponsors the Adopt-the-Shoreline program, which enables people to “adopt” portions of the shoreline for litter control. They also control other shoreline activities in the Lake of the Ozarks such as the regulation of boat docks, seawalls and other structures within the Osage Project boundary on the lake and downstream from Bagnell Dam. The company maintains the Lake and Shoreline Protection Hotline that anyone who wishes can use to report neglected docks or other concerns they may have about the lake.

Labadie Energy Center

Ameren UE Tower

The Ameren UE Tower is a unique combination of an electricity pylon and a radio tower located near Ameren's headquarters in St. Louis, Missouri, USA at 38.623313 N 90.210840 W. It is a 106.5-metres (with antennas on top 111 metres) tall lattice steel structure, which was built in 2009. It carries two 138 kV circuits on three crossbars approximately in half height.

Unlike other electricity pylons that carries antennas, the height of the Ameren UE Tower is not determined by its function as electricity pylon, but rather by its task as radio tower, which requires a significantly greater height than a pour use as an electricity pylon. The design of the Ameren UE Tower has the disadvantage that the installation of larger antennas with a crane or pulley is significantly hampered by the crossbars and power conductors, requiring the shutdown of the high-voltage circuits.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorUtilities industriaUtilities empleados8 913 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$8.80B
2016-12-31 → 2025-12-31
BPA$5.35
2016-12-31 → 2025-12-31
Flujo de caja libre$-775M
2016-12-31 → 2025-12-31
Margen neto17.9%
2016-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años AEE promedio 5A Mediana de Pares Veredicto
P/E (TTM) 17.6promedio 5A ≈20.0 ≈20.0 23.8 Infravalorado
P/S (TTM) 3.2promedio 5A ≈3.1 ≈3.1 3.3 Sobrevalorado
P/C (MRQ) 2.0promedio 5A ≈2.1 ≈2.1 2.3 Valor razonable
EV / EBITDA 13.0promedio 5A ≈13.3 ≈13.3 13.1 Valor razonable
Precio / FCF (TTM) -19.8promedio 5A ≈-21.8 ≈-21.8 · ·
Precio / Flujo de Caja (TTM) 8.5promedio 5A ≈9.7 ≈9.7 9.6 Infravalorado
EV / Revenue (EV / Ingresos) 5.4promedio 5A ≈5.3 ≈5.3 · ·
EV / FCF -61.3promedio 5A ≈-37.4 ≈-37.4 · ·
Price / Tangible Book (Precio / Valor Contable Tangible) 2.1promedio 5A ≈2.1 ≈2.1 · ·
PEG Ratio (Ratio PEG) ≈2.0 · · ·

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.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Rendimiento por Dividendo2.8%
Ratio de Pago52.6%
Pago anualizado≈$3.00Pago trimestral
CAGR de Dividendos a 5 años≈7.5%Por acción, ajustado por splits
Racha de Crecimiento≈12Años consecutivos de crecimiento de dividendos
Fecha ex-dividendoMontoMonedaRendimiento
Sep 8, 2026$0,75USD≈2.8%
Jun 9, 2026$0,75USD≈2.7%
Mar 10, 2026$0,75USD≈2.6%
Dic 9, 2025$0,71USD≈2.9%
Sep 9, 2025$0,71USD≈2.8%
Jun 10, 2025$0,71USD≈2.9%
Mar 11, 2025$0,71USD≈2.8%
Dic 11, 2024$0,67USD≈3.0%
Sep 11, 2024$0,67USD≈3.2%
Jun 12, 2024$0,67USD≈3.7%
Mar 12, 2024$0,67USD≈3.5%
Dic 12, 2023$0,63USD≈3.2%
Sep 12, 2023$0,63USD≈3.1%
Jun 13, 2023$0,63USD≈3.0%
Mar 14, 2023$0,63USD≈2.9%
Dic 6, 2022$0,59USD≈2.7%
Sep 6, 2022$0,59USD≈2.5%
Jun 7, 2022$0,59USD≈2.4%
Mar 8, 2022$0,59USD≈2.6%
Dic 7, 2021$0,55USD≈2.5%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 2.2%
Próximo informe Nov 03, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Jul 29, 2026 $1.13 $1.10 3.0%
31 de marzo de 2026 $1.28 $1.19 7.3%
31 de diciembre de 2025 $0.78 $0.78 -0.04%
30 de septiembre de 2025 $2.17 $2.13 2.0%
30 de junio de 2025 $1.01 $0.99 1.7%
31 de marzo de 2025 $1.07 $1.08 -0.49%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 13
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $8.80B$7.62B$7.50B$7.96B$6.39B$5.79B$5.91B$6.29B$6.17B$6.08B$6.10B$6.05B
Operating Expenses $6.77B$6.11B$5.94B$6.44B$5.06B$4.49B$4.64B$4.93B$4.76B$4.75B$4.84B$4.80B
Operating Income $2.03B$1.52B$1.56B$1.51B$1.33B$1.30B$1.27B$1.36B$1.41B$1.32B$1.26B$1.25B
Interest Expense $776M$663M$566M$486M$383M$419M$381M$401M$391M$382M$355M$341M
Other Non-op $347M$417M$348M$226M$202M$151M$130M$102M$86M$101M$44M$57M
Pretax Income $1.60B$1.27B$1.34B$1.25B$1.15B$1.03B$1.02B$1.06B$1.10B$1.04B$948M$970M
Income Tax $136M$83M$183M$176M$157M$155M$182M$237M$576M$382M$363M$377M
Net Income $1.46B$1.19B$1.16B$1.08B$995M$877M$834M$821M$529M$659M$630M$586M
EPS (Basic) $5.38$4.43$4.39$4.16$3.86$3.53$3.37$3.34$2.16$2.69$2.60$2.42
EPS (Diluted) $5.35$4.42$4.38$4.14$3.84$3.50$3.35$3.32$2.14$2.68$2.59$2.40
Shares (Basic) 270,500,000266,800,000262,800,000258,400,000256,300,000247,000,000245,600,000243,800,000242,600,000242,600,000242,600,000242,600,000
Shares (Diluted) 272,200,000267,400,000263,400,000259,500,000257,600,000248,700,000247,100,000245,800,000244,200,000243,400,000243,600,000244,400,000
EBITDA $3.64B$3.04B$2.99B$2.95B$2.55B$2.38B$2.27B$2.29B$2.33B$2.22B$2.04B$1.96B
Balance general 26
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents $13M$7M$25M$10M$8M$139M$16M$16M$10M$9M$292M$5M
Receivables $665M$525M$494M$600M$434M$415M$393M$463M$445M$437M$388M$423M
Inventory $774M$762M$733M$667M$592M$521M$494M$483M$522M$527M$538M$524M
Other Current Assets $210M$162M$139M$155M$155M$135M$118M$63M$98M$113M$88M$86M
Current Assets $2.57B$2.26B$2.18B$2.67B$1.97B$1.65B$1.43B$1.53B$1.61B$1.59B$1.92B$1.69B
PP&E (Net) $39.31B$36.30B$33.78B$31.26B$29.26B$26.81B$24.38B$22.81B$21.47B$20.11B$18.80B$17.42B
PP&E (Gross) ··$47.18B$43.84B$41.60B$39.72B$36.65B$34.00B$32.03B$30.12B$27.60B$26.20B
Accum. Depreciation $16.57B$16.50B$15.43B$14.46B$14.21B$13.77B$13.01B$12.27B$11.63B$10.96B$10.35B$9.76B
Goodwill $411M$411M$411M$411M$411M$411M$411M$411M$411M$411M$411M$411M
Other Non-current Assets $1.15B$1.12B$921M$768M$891M$789M$876M$650M$522M$538M$575M$629M
Total Assets $48.48B$44.60B$40.83B$37.90B$35.73B$32.03B$28.93B$27.21B$25.95B$24.70B$23.64B$22.29B
Accounts Payable $1.25B$1.06B$1.14B$1.16B$1.09B$958M$874M$817M$902M$805M$777M$711M
Short-term Debt $643M$1.14B$536M$1.07B$545M$490M$440M$597M$484M$558M$301M$714M
Current Liabilities $3.91B$3.41B$3.35B$3.37B$2.83B$2.18B$2.50B$2.69B$2.94B$2.67B$2.09B$2.25B
Capital Leases $73M$67M····$29M·····
Deferred Tax ······$2.88B$2.62B$2.51B$4.26B$3.88B$3.57B
Other Non-current Liabilities $540M$487M$426M$340M$414M$503M$467M$408M$460M$477M$531M$514M
Long-term Debt $19.43B$17.80B$16.11B$14.15B$13.18B$11.19B$9.44B$8.51B$8.00B$7.33B$7.33B$6.25B
Total Debt $19.83B$18.72B$16.51B$15.10B$13.61B$11.58B$9.80B$9.04B$8.42B$7.83B$7.58B$6.95B
Common Stock $3M$3M$3M$3M$3M$3M$2M$2M$2M$2M$2M$2M
Paid-in Capital $8.11B$7.51B$7.22B$6.86B$6.50B$6.18B$5.69B$5.63B$5.54B$5.56B$5.62B$5.62B
Retained Earnings $5.29B$4.60B$4.14B$3.65B$3.18B$2.76B$2.38B$2.02B$1.66B$1.57B$1.33B$1.10B
AOCI $0$-6M$-6M$-1M$13M$-1M$-17M$-22M$-18M$-23M$-3M$-9M
Stockholders' Equity $13.40B$12.11B$11.35B$10.51B$9.70B$8.94B$8.06B$7.63B$7.18B$7.10B$6.95B$6.71B
Liabilities + Equity $48.48B$44.60B$40.83B$37.90B$35.73B$32.03B$28.93B$27.21B$25.95B$24.70B$23.64B$22.29B
Shares Outstanding 276,400,000269,900,000266,300,000262,000,000257,700,000253,300,000246,200,000244,500,000242,600,000242,600,000242,600,000242,600,000
Flujo de Efectivo 17
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $1.61B$1.52B$1.43B$1.37B$1.22B$1.15B$1.00B$938M$876M$835M$777M$710M
Stock-based Comp $28M$28M$26M$24M$22M$21M$20M$20M$17M$17M$24M$25M
Other Non-cash $252M$24M$-51M$-278M$-575M$-256M$314M$391M$688M$618M$586M$230M
Operating Cash Flow $3.35B$2.76B$2.56B$2.26B$1.66B$1.73B$2.17B$2.17B$2.12B$2.12B$2.03B$1.56B
CapEx $4.13B$4.32B$3.60B$3.35B$3.48B$3.23B$2.41B$2.29B$2.13B$2.08B$1.92B$1.78B
Investing Cash Flow $-4.14B$-4.46B$-3.80B$-3.37B$-3.53B$-3.33B$-2.44B$-2.34B$-2.20B$-2.16B$-1.98B$-1.72B
Debt Issued $1.96B$2.54B$2.29B$1.47B$2.00B$2.18B$1.53B$1.35B$1.34B$396M$1.20B$898M
Net Debt Issued $1.96B$2.54B$2.29B$1.47B$2.00B$2.18B$1.53B$1.35B$1.34B$389M$1.20B$898M
Stock Issued $574M$273M$346M$333M$308M$476M$68M$74M$0$0··
Stock Repurchased ······$0$0$24M$51M··
Net Stock Activity $574M$273M$346M$333M$308M$476M$68M$74M····
Dividends Paid $768M$714M$662M$610M$565M$494M$472M$451M$431M$416M$402M$390M
Financing Cash Flow $884M$1.75B$1.29B$1.17B$1.72B$1.73B$334M$205M$102M$-258M$232M$127M
Net Change in Cash $92M$56M$56M$61M$-146M$125M$69M·$1M$-283M$287M$-25M
Taxes Paid $-312M$-92M$-24M$-8M$-1M$13M$13M$21M$-19M$-12M$-15M$-27M
Free Cash Flow $-775M$-1.56B$-1.03B$-1.09B$-1.29B$-942M$-241M$-116M$-28M$47M$100M$-234M
Levered FCF $-1.48B$-2.18B$-1.52B$-1.51B$-1.62B$-1.30B$-554M$-427M$-215M$-195M$-119M$-442M
Rentabilidad 7
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 23.0%19.9%20.8%19.0%20.8%22.4%21.4%21.6%23.6%22.7%20.6%20.7%
Net Margin 16.6%15.6%15.4%13.6%15.6%15.1%14.1%13.1%8.5%10.8%10.3%9.7%
Pretax Margin 18.1%16.7%17.9%15.8%18.0%17.8%17.2%16.8%17.9%17.1%15.6%16.0%
EBITDA Margin 41.3%39.9%39.9%37.1%39.9%41.2%38.4%36.5%37.8%36.5%33.4%32.5%
ROA 3.1%2.8%2.9%2.9%2.9%2.9%3.0%3.1%2.1%2.7%2.7%2.7%
ROE 11.5%10.1%10.6%10.7%10.7%10.3%10.6%11.1%7.3%9.3%9.2%8.8%
ROIC 5.6%4.6%4.8%5.1%4.9%5.4%5.8%6.3%4.5%5.9%5.3%5.6%
Liquidez y Solvencia 5
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 0.70.70.70.80.70.80.60.60.50.60.90.9
Quick Ratio 0.20.20.20.20.20.30.20.20.20.20.30.2
Debt / Equity 1.51.51.51.41.41.31.21.21.21.11.11.0
LT Debt / Equity 1.41.41.31.31.31.21.11.01.00.91.00.9
Interest Coverage 2.62.32.83.13.53.13.33.43.73.63.53.7
Eficiencia 2
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.20.30.30.3
Receivables Turnover 14.815.013.715.415.114.313.813.914.014.715.014.6
Por Acción 6
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $48.48$44.88$42.62$40.11$37.64$35.29$32.73$31.21$29.61$29.28$28.63$27.67
Revenue / Share $32.33$28.51$28.47$30.66$24.82$23.30$23.92$25.59$25.29$24.96$25.03$24.77
Cash Flow / Share $12.32$10.33$9.73$8.72$6.45$6.94$8.78$8.83$8.62$8.72$8.28$6.35
Cash / Share $0.05$0.03$0.09$0.04$0.03$0.55$0.07$0.07$0.04$0.04$1.20$0.02
Dividend Paid / Share $2.84$2.68$2.52$2.36$2.20$2.00$1.92$1.85$1.78$1.72$1.66$1.61
EPS (TTM) $5.35$4.42$4.38$4.14$3.84$3.50$3.35$3.32$2.14$2.68$2.59$2.40
Tasas de Crecimiento 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 15.4%1.6%-5.7%24.4%10.4%·······
Revenue CAGR 3Y 3.4%6.0%9.0%·········
Revenue CAGR 5Y 8.7%···········
EPS YoY 21.0%0.91%5.8%7.8%9.7%·······
EPS CAGR 3Y 8.9%4.8%7.8%·········
EPS CAGR 5Y 8.9%···········
Net Income YoY 23.1%2.6%7.2%8.4%13.5%·······
Net Income CAGR 3Y 10.6%6.1%9.7%·········
Net Income CAGR 5Y 10.8%···········
Dividends Paid CAGR 5Y 9.2%···········
Valoración (TTM) 17
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $8.80B$7.62B$7.50B$7.96B$6.39B$5.79B$5.91B$6.29B$6.17B$6.08B$6.10B$6.05B
Net Income TTM $1.46B$1.19B$1.16B$1.08B$995M$877M$834M$821M$529M$659M$630M$586M
Market Cap $27.60B$24.06B$19.26B$23.30B$22.94B$19.77B$18.91B$15.95B$14.31B$12.73B$10.49B$11.19B
Enterprise Value $47.42B$42.77B$35.75B$38.38B$36.54B$31.21B$28.69B$24.97B$22.72B$20.55B$17.77B$18.14B
P/E 18.720.216.521.523.222.322.919.627.619.616.719.2
P/S 3.13.22.62.93.63.43.22.52.32.11.71.8
P/B 2.12.01.72.22.42.22.32.12.01.81.51.7
P / Tangible Book 2.12.11.82.32.52.3······
P / Cash Flow 8.28.77.510.313.811.48.77.36.86.05.27.2
P / FCF -35.6-15.5-18.6-21.4-17.7-21.0-78.5-137.5-511.1270.8104.9-47.8
EV / EBITDA 13.014.112.013.014.313.112.610.99.79.38.79.2
EV / FCF -61.2-27.5-34.6-35.3-28.3-33.1-119.0-215.2-811.4437.3177.7-77.5
EV / Revenue 5.45.64.84.85.75.44.94.03.73.42.93.0
Dividend Yield 2.8%3.0%3.4%2.6%2.5%2.5%2.5%2.8%3.0%3.3%3.8%3.5%
Earnings Yield 5.4%5.0%6.0%4.7%4.3%4.5%4.4%5.1%3.6%5.1%6.0%5.2%
Payout Ratio 52.6%60.2%57.2%56.5%56.8%56.3%56.6%54.9%82.4%63.7%63.8%66.5%
Annual Payout $768M$714M$662M$610M$565M$494M$472M$451M$431M$416M$402M$390M

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $8.80B $7.62B $7.50B $7.96B $6.39B
Margen Operativo % 23.0% 19.9% 20.8% 19.0% 20.8%
Beneficio neto $1.46B $1.19B $1.16B $1.08B $995M
EPS Diluido $5.35 $4.42 $4.38 $4.14 $3.84

Propietarios institucionales (13F) 1 004 declarantes · $27.0B total · A fecha de 30 de septiembre de 2026

17

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 1 004
Valor en tenencia $27.0B
Nuevas posiciones 99
Posiciones cerradas 72
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
99 (-43 vs trimestre anterior) 72 (+12 vs trimestre anterior) 404 (+34 vs trimestre anterior) 245 (+21 vs trimestre anterior) +15.3M

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
VANGUARD GROUP INC $3 559 565 123 35 645 555 13,19% Acciones
BlackRock, Inc. $2 918 526 220 25 818 527 10,82% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $2 040 465 258 18 050 825 7,56% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $1 809 972 741 16 011 790 6,71% Acciones
STATE STREET CORP $1 715 000 603 15 171 626 6,36% Acciones
GEODE CAPITAL MANAGEMENT, LLC $880 794 496 7 820 813 3,26% Acciones
FRANKLIN RESOURCES INC $689 447 479 6 099 146 2,56% Acciones
AMERIPRISE FINANCIAL INC $671 112 940 5 936 910 2,49% Acciones
JANUS HENDERSON GROUP PLC $591 056 349 5 377 156 2,19% Acciones
FMR LLC $541 032 766 4 786 206 2,01% Acciones
Invesco Ltd. $509 850 435 4 510 354 1,89% Acciones
GOLDMAN SACHS GROUP INC $415 570 165 3 676 311 1,54% Acciones
MORGAN STANLEY $384 631 248 3 402 611 1,43% Acciones
ALLIANCEBERNSTEIN L.P. $380 746 832 3 463 854 1,41% Acciones
WELLS FARGO & COMPANY/MN $330 679 492 2 925 333 1,23% Acciones
BARCLAYS PLC $291 372 920 2 577 609 1,08% Acciones
Pictet Asset Management Holding SA $272 977 131 2 414 872 1,01% Acciones
Nuveen, LLC $269 421 121 2 383 415 1,00% Acciones
DEUTSCHE BANK AG\ $253 518 765 2 242 735 0,94% Acciones
BANK OF AMERICA CORP /DE/ $245 880 667 2 175 165 0,91% Acciones
Point72 Asset Management, L.P. $241 863 775 2 139 630 0,90% Acciones
NORTHERN TRUST CORP $238 517 564 2 110 028 0,88% Acciones
Legal & General Group Plc $213 155 113 1 885 661 0,79% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $210 864 251 1 865 395 0,78% Acciones
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $204 015 181 1 776 298 0,76% Acciones
CITADEL ADVISORS LLC $200 768 422 1 776 083 0,74% Acciones
VANGUARD FIDUCIARY TRUST CO $175 730 288 1 554 585 0,65% Acciones
Bank of New York Mellon Corp $169 224 328 1 497 031 0,63% Acciones
JPMORGAN CHASE & CO $161 331 774 1 407 904 0,60% Acciones
JENNISON ASSOCIATES LLC $154 338 599 1 365 345 0,57% Acciones
ANTIPODES PARTNERS Ltd $145 282 738 1 285 233 0,54% Acciones
Soroban Capital Partners LP $141 098 902 1 248 221 0,52% Acciones
Maple-Brown Abbott Ltd $136 933 494 1 363 770 0,51% Acciones
DUFF & PHELPS INVESTMENT MANAGEMENT CO $136 334 831 1 206 076 0,51% Acciones
DIMENSIONAL FUND ADVISORS LP $134 280 776 1 187 748 0,50% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $120 775 370 1 098 757 0,45% Acciones
Qube Research & Technologies Ltd $113 835 010 1 007 033 0,42% Acciones
VOYA INVESTMENT MANAGEMENT LLC $113 159 335 1 001 055 0,42% Acciones
AQR CAPITAL MANAGEMENT LLC $106 740 516 944 272 0,40% Acciones
MILLENNIUM MANAGEMENT LLC $99 279 302 878 267 0,37% Acciones
UBS Group AG $98 931 591 875 191 0,37% Acciones
ROYAL BANK OF CANADA $98 020 000 867 122 0,36% Acciones
REAVES W H & CO INC $95 665 526 846 298 0,35% Acciones
Swiss National Bank $88 193 808 780 200 0,33% Acciones
ExodusPoint Capital Management, LP $86 434 566 764 637 0,32% Acciones
LAZARD ASSET MANAGEMENT LLC $81 653 540 722 342 0,30% Acciones
Clark Capital Management Group, Inc. $79 425 907 702 635 0,29% Acciones
ADAGE CAPITAL PARTNERS GP, L.L.C. $75 588 718 668 690 0,28% Acciones
Mitsubishi UFJ Asset Management Co., Ltd. $75 325 900 666 365 0,28% Acciones
Sumitomo Mitsui Trust Group, Inc. $73 719 036 652 150 0,27% Acciones

Mostrar todos los 1 004 propietarios institucionales →

Informantes de la empresa 88 insiders · 18 directivos · 34 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Martin J Lyons Chairman, President & CEO 3 de marzo de 2026 S 282 681 0 1 $-2 999 325
Thomas R Voss Chairman & CEO 10 de marzo de 2014 M 132 624 0 0 $0
Andrew M Serri President & CEO of Subsidiary 1 de marzo de 2011 F 11 331 0 0 $0
Aaron P Melda Chairman & President of Sub 1 de julio de 2026 A 6 251 0 0 $0
Patrick E Smith Chairman & President of Sub 1 de julio de 2026 A 20 275 0 1 $-251 939
Ryan J Martin SVP Finance 20 de agosto de 2026 S 25 595 0 3 $-253 992
Theresa A Shaw SVP and CATO 14 de agosto de 2026 S 32 340 0 5 $-305 292
Ajay K Arora EVP of Subsidiary 1 de julio de 2026 A 23 119 0 1 $-334 320
Eric V Seidler SVP of Subsidiary 27 de febrero de 2026 F 14 041 0 0 $0
Chonda J Nwamu Executive Vice President 4 de marzo de 2025 S 43 344 0 0 $0
Stephen C Lee VP, INTERIM GC & SECRETARY 28 de febrero de 2025 F 5 704 0 0 $0
Warner L Baxter Executive Chairman 2 de marzo de 2023 S 207 272 0 0 $0
Bruce A Steinke SVP, Finance & CAO 1 de marzo de 2021 S 54 617 0 0 $0
Gregory L Nelson SVP, GC & Secretary 1 de marzo de 2019 S 42 759 0 0 $0
Jerre E Birdsong Vice President & Treasurer 8 de marzo de 2013 M 18 996 0 0 $0
Michael G Mueller Vice President of Subsidiary 1 de marzo de 2011 F 9 115 0 0 $0
Karen C Foss Sr. Vice Pres. of Subsidiary 24 de febrero de 2011 A · 0 0 $0
Gary L Rainwater Exec. Chmn 1 de marzo de 2010 F 65 842 0 0 $0
Rafael Flores Consejero 11 de septiembre de 2026 S 13 888 0 4 $-294 205
Catherine S Brune Consejero 5 de marzo de 2026 G 26 628 0 0 $0
Timothy S. Rausch Consejero 1 de marzo de 2026 A 1 251 0 0 $0
Jamie L Engstrom Consejero 5 de enero de 2026 A 1 686 0 0 $0
Steven O Vondran Consejero 5 de enero de 2026 A 3 597 0 0 $0
Ward H. Dickson Consejero 5 de enero de 2026 A 18 946 0 0 $0
Leo S. Mackay Jr. Consejero 5 de enero de 2026 A 11 834 0 0 $0
Steven H Lipstein Consejero 5 de enero de 2026 A 37 862 0 0 $0
Ellen M Fitzsimmons Consejero 5 de enero de 2026 A 53 026 0 0 $0
Richard J Harshman Consejero 5 de enero de 2026 A 22 135 0 1 $-262 250
Noelle K Eder Consejero 3 de enero de 2025 A 16 609 0 0 $0
James C Johnson Consejero 3 de enero de 2025 A 60 196 0 0 $0
Kimberly J Harris Consejero 3 de enero de 2025 A 3 939 0 0 $0
Edward J Coleman Consejero 3 de enero de 2024 A 23 252 0 0 $0
Gayle P W Jackson Consejero 2 de enero de 2019 A 30 449 0 0 $0
Walter J Galvin Consejero 2 de enero de 2019 A 30 683 0 0 $0
Jackie D Woodard Consejero 31 de diciembre de 2015 A 29 714 0 0 $0
Patrick T Stokes Consejero 9 de enero de 2015 A 29 328 0 0 $0
Stephen F Brauer Consejero 10 de enero de 2013 A 19 206 0 0 $0
Charles W Mueller Consejero 10 de enero de 2011 A 56 364 0 0 $0
Harvey Saligman Consejero 10 de enero de 2011 A 24 068 0 0 $0
Susan S Elliott Consejero 13 de enero de 2010 A 11 729 0 0 $0
Douglas R Oberhelman Consejero 13 de enero de 2010 A 12 155 0 0 $0
Richard A Liddy Consejero 11 de enero de 2008 A 15 555 0 0 $0
LOHMAN GORDON R Consejero 11 de enero de 2008 A 9 434 0 0 $0
Richard Anthony Lumpkin Consejero 12 de enero de 2007 A 12 243 0 0 $0
Paul L Miller JR Consejero 1 de julio de 2005 S 4 617 0 0 $0
Thomas A Hays Consejero 6 de enero de 2005 A 14 657 0 0 $0
GREENWALT CLIFFORD L Consejero 6 de enero de 2005 A 20 769 0 0 $0
CORNELIUS WILLIAM E Consejero 30 de junio de 2003 L 4 510 0 0 $0
MERRIMAN HANNE M Consejero 31 de marzo de 2003 L 5 180 0 0 $0
Michael L Moehn · 3 de agosto de 2026 S 199 689 0 4 $-2 779 595
Mark C Lindgren · 3 de marzo de 2026 S 44 983 0 1 $-231 844
Shawn E Schukar · 3 de marzo de 2026 S 56 830 0 1 $-556 404
Leonard P Singh · 27 de febrero de 2026 F 32 776 0 0 $0
Gwendolyn G Mizell · 27 de febrero de 2026 F 6 324 0 1 $-393 473
David Matthew Feinberg · 5 de febrero de 2026 A 8 260 0 0 $0
Craig S Ivey · 5 de enero de 2026 A 16 597 0 0 $0
Cynthia J Brinkley · 5 de enero de 2026 A 13 494 0 0 $0
Mark C Birk · 4 de marzo de 2025 G 108 339 0 0 $0
Fadi M Diya · 28 de febrero de 2025 F 65 799 0 0 $0
Bhavani Amirthalingam · 29 de febrero de 2024 F 39 622 0 0 $0
Richard J Mark · 31 de marzo de 2022 S 144 165 0 0 $0
Mary P Heger · 28 de febrero de 2022 F 74 457 0 0 $0
Stephen R Wilson · 2 de enero de 2021 A 31 758 0 0 $0
Maureen A Borkowski · 28 de febrero de 2017 F 38 544 0 0 $0
Daniel F Cole · 1 de marzo de 2016 F 73 743 0 0 $0
Charles D Naslund · 27 de febrero de 2015 F 49 657 0 0 $0
Adam C Heflin · 10 de marzo de 2014 M 25 641 0 0 $0
Steven R Sullivan · 10 de marzo de 2014 M 42 733 0 0 $0
Scott A Cisel · 1 de marzo de 2012 F 17 893 0 0 $0
Donna K Martin · 14 de mayo de 2009 M 8 757 0 0 $0
Alan R Kelley · 3 de marzo de 2008 F 11 973 0 0 $0
David A Whiteley · 2 de marzo de 2007 F 15 865 0 0 $0
Jimmy L Davis · 23 de noviembre de 2005 S 973 0 0 $0
Michael L Menne · 7 de octubre de 2005 P 1 424 0 0 $0
Robert L Powers · 7 de septiembre de 2005 S 0 0 0 $0
Garry L Randolph · 13 de mayo de 2005 S 11 688 0 0 $0
Ronald C Zdellar · 3 de mayo de 2005 M 12 769 0 0 $0
John Peters Maccarthy · 22 de abril de 2005 S 9 661 0 0 $0
Craig D Nelson · 14 de marzo de 2005 J 7 784 0 0 $0
David J Schepers · 4 de marzo de 2005 S 3 819 0 0 $0
Samuel E Willis · 4 de marzo de 2005 S 11 897 0 0 $0
Jerry L Simpson · 4 de marzo de 2005 S 7 946 0 0 $0
Dennis W Weisenborn · 18 de febrero de 2005 M 3 486 0 0 $0
Scott A Glaeser · 15 de febrero de 2005 M 4 161 0 0 $0
Charles A Bremer · 11 de febrero de 2005 M 17 850 0 0 $0
Ronald D Affolter · 4 de noviembre de 2004 M 7 349 0 0 $0
Kay J Smith · 11 de marzo de 2004 S 3 727 0 0 $0
Paul A Agathen · 9 de marzo de 2004 S 12 884 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 120 ETFs

20

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
UTES · ETFis Series Trust I 4,00% 479 784 NS 31 de julio de 2026 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3,25% 153 699 SH 1 de octubre de 2026 Diario
PUI · Invesco Exchange-Traded Fund Trust 2,56% 12 268 SH 1 de octubre de 2026 Diario
FXU · First Trust Exchange-Traded AlphaDE… 2,47% 186 989 NS 31 de julio de 2026 N-PORT
VPU · VANGUARD WORLD FUND 1,99% 1 893 953 SH 19 de agosto de 2026 Diario
FUTY · FIDELITY COVINGTON TRUST 1,98% 418 785 NS 31 de julio de 2026 N-PORT
IDU · iShares Trust 1,86% 229 081 SH 11 de septiembre de 2026 Diario
FPWR · First Trust Exchange-Traded Fund IV 1,70% 4 602 NS 31 de julio de 2026 N-PORT
UTSL · Direxion Shares ETF Trust 1,70% 5 872 NS 31 de julio de 2026 N-PORT
JXI · iShares Trust 1,33% 38 058 SH 11 de septiembre de 2026 Diario
POWR · iShares, Inc. 1,17% 50 782 SH 11 de septiembre de 2026 Diario
SPLV · Invesco Exchange-Traded Fund Trust … 1,15% 798 276 SH 1 de octubre de 2026 Diario
HUSV · First Trust Exchange-Traded Fund III 1,07% 7 186 NS 31 de julio de 2026 N-PORT
VRAI · ETFis Series Trust I 1,06% 1 800 NS 31 de julio de 2026 N-PORT
EMLP · First Trust Exchange-Traded Fund IV 0,97% 366 658 NS 31 de julio de 2026 N-PORT
TGLB · T. Rowe Price Exchange-Traded Funds… 0,94% 2 259 NS 31 de julio de 2026 N-PORT
EIPX · First Trust Exchange-Traded Fund IV 0,71% 36 518 NS 31 de julio de 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 0,67% 8 814 SH 1 de octubre de 2026 Diario
VOE · VANGUARD INDEX FUNDS 0,54% 1 777 440 SH 19 de agosto de 2026 Diario
QLV · FlexShares Trust 0,50% 7 392 NS 31 de julio de 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0,49% 62 130 NS 31 de julio de 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,37% 15 582 NS 31 de julio de 2026 N-PORT
HDV · iShares Trust 0,36% 526 406 SH 11 de septiembre de 2026 Diario
QUAL · iShares Trust 0,33% 1 449 925 SH 11 de septiembre de 2026 Diario
EQIN · Columbia ETF Trust I 0,32% 8 862 NS 31 de julio de 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0,31% 9 390 000 1 de octubre de 2026 Diario
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,30% 12 882 NS 31 de julio de 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,30% 5 996 696 SH 19 de agosto de 2026 Diario
BSCQ · Invesco Exchange-Traded Self-Indexe… 0,29% 9 207 000 1 de octubre de 2026 Diario
IWS · iShares Trust 0,28% 412 152 SH 11 de septiembre de 2026 Diario
USMV · iShares Trust 0,26% 596 408 SH 11 de septiembre de 2026 Diario
FEX · First Trust Exchange-Traded AlphaDE… 0,26% 37 395 NS 31 de julio de 2026 N-PORT
ESLG · Strategy Shares 0,26% 550 NS 31 de julio de 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,24% 3 752 NS 31 de julio de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 55 288 NS 31 de julio de 2026 N-PORT
IMCV · iShares Trust 0,24% 26 040 SH 11 de septiembre de 2026 Diario
IWR · iShares Trust 0,21% 1 133 470 SH 11 de septiembre de 2026 Diario
FDLO · FIDELITY COVINGTON TRUST 0,21% 27 218 NS 31 de julio de 2026 N-PORT
REVS · Columbia ETF Trust I 0,21% 6 257 NS 31 de julio de 2026 N-PORT
IMCB · iShares Trust 0,20% 32 388 SH 11 de septiembre de 2026 Diario
EUSA · iShares, Inc. 0,20% 35 705 SH 11 de septiembre de 2026 Diario
EQAL · Invesco Exchange-Traded Fund Trust … 0,19% 15 474 SH 1 de octubre de 2026 Diario
RSP · Invesco Exchange-Traded Fund Trust 0,19% 1 841 090 SH 1 de octubre de 2026 Diario
SIZE · iShares Trust 0,18% 7 470 SH 11 de septiembre de 2026 Diario
DGRO · iShares Trust 0,18% 719 430 SH 11 de septiembre de 2026 Diario
IMCG · iShares Trust 0,17% 64 203 SH 11 de septiembre de 2026 Diario
PFIG · Invesco Exchange-Traded Fund Trust … 0,17% 225 000 1 de octubre de 2026 Diario
XOEF · iShares Trust 0,16% 348 SH 11 de septiembre de 2026 Diario
BSCT · Invesco Exchange-Traded Self-Indexe… 0,16% 4 707 000 1 de octubre de 2026 Diario
ROUS · Lattice Strategies Trust 0,15% 9 365 NS 31 de julio de 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0,14% 1 563 495 SH 19 de agosto de 2026 Diario
VYM · VANGUARD WHITEHALL FUNDS 0,13% 1 102 496 SH 19 de agosto de 2026 Diario
VTV · VANGUARD INDEX FUNDS 0,12% 2 628 596 SH 19 de agosto de 2026 Diario
ACWV · iShares, Inc. 0,12% 38 305 SH 11 de septiembre de 2026 Diario
RECS · Columbia ETF Trust I 0,11% 59 893 NS 31 de julio de 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0,11% 5 212 000 1 de octubre de 2026 Diario
VOOV · VANGUARD ADMIRAL FUNDS 0,11% 63 603 SH 19 de agosto de 2026 Diario
PFM · Invesco Exchange-Traded Fund Trust 0,10% 7 882 SH 1 de octubre de 2026 Diario
VFMV · VANGUARD WELLINGTON FUND 0,10% 3 846 SH 19 de agosto de 2026 Diario
IVE · iShares Trust 0,10% 460 424 SH 11 de septiembre de 2026 Diario
IUSV · iShares Trust 0,09% 243 326 SH 11 de septiembre de 2026 Diario
VONV · VANGUARD SCOTTSDALE FUNDS 0,09% 166 794 SH 19 de agosto de 2026 Diario
IWD · iShares Trust 0,08% 615 730 SH 11 de septiembre de 2026 Diario
PRF · Invesco Exchange-Traded Fund Trust 0,06% 54 570 SH 1 de octubre de 2026 Diario
TOPC · iShares Trust 0,05% 170 SH 11 de septiembre de 2026 Diario
USCL · iShares Trust 0,05% 14 501 SH 11 de septiembre de 2026 Diario
VOO · VANGUARD INDEX FUNDS 0,05% 7 189 112 SH 19 de agosto de 2026 Diario
VV · VANGUARD INDEX FUNDS 0,05% 323 151 SH 19 de agosto de 2026 Diario
TOV · EA Series Trust 0,05% 1 112 NS 31 de julio de 2026 N-PORT
ILCV · iShares Trust 0,05% 6 191 SH 11 de septiembre de 2026 Diario
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 38 111 NS 31 de julio de 2026 N-PORT
PTLC · Pacer Funds Trust 0,05% 13 995 NS 31 de julio de 2026 N-PORT
VOTE · TCW ETF Trust 0,05% 4 673 NS 31 de julio de 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,05% 22 762 NS 31 de julio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,05% 51 574 NS 31 de julio de 2026 N-PORT
VOXP · Advisors Series Trust 0,05% 24 NS 31 de julio de 2026 N-PORT
IVV · iShares Trust 0,04% 3 488 213 SH 11 de septiembre de 2026 Diario
DFUS · Dimensional ETF Trust 0,04% 83 839 NS 31 de julio de 2026 N-PORT
ILCB · iShares Trust 0,04% 5 353 SH 11 de septiembre de 2026 Diario
SPUU · Direxion Shares ETF Trust 0,04% 1 045 NS 31 de julio de 2026 N-PORT
QDPL · Pacer Funds Trust 0,04% 6 659 NS 31 de julio de 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0,04% 1 647 SH 1 de octubre de 2026 Diario
RWL · Invesco Exchange-Traded Fund Trust … 0,04% 40 972 SH 1 de octubre de 2026 Diario
PBUS · Invesco Exchange-Traded Fund Trust … 0,04% 47 806 SH 1 de octubre de 2026 Diario
IWB · iShares Trust 0,04% 191 780 SH 11 de septiembre de 2026 Diario
IYY · iShares Trust 0,04% 11 823 SH 11 de septiembre de 2026 Diario
VTI · VANGUARD INDEX FUNDS 0,04% 8 787 112 SH 19 de agosto de 2026 Diario
VONE · VANGUARD SCOTTSDALE FUNDS 0,04% 45 684 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,04% 23 284 SH 19 de agosto de 2026 Diario
ITOT · iShares Trust 0,04% 360 300 SH 11 de septiembre de 2026 Diario
IWV · iShares Trust 0,04% 75 937 SH 11 de septiembre de 2026 Diario
ILCG · iShares Trust 0,04% 11 340 SH 11 de septiembre de 2026 Diario
HCMT · Direxion Shares ETF Trust 0,04% 1 931 NS 31 de julio de 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0,04% 220 SH 1 de octubre de 2026 Diario
SPXL · Direxion Shares ETF Trust 0,04% 21 634 NS 31 de julio de 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0,04% 5 850 SH 1 de octubre de 2026 Diario
TILT · FlexShares Trust 0,03% 6 802 NS 31 de julio de 2026 N-PORT
TOK · iShares Trust 0,03% 744 SH 11 de septiembre de 2026 Diario
URTH · iShares, Inc. 0,03% 24 851 SH 11 de septiembre de 2026 Diario
OMFL · Invesco Exchange-Traded Self-Indexe… 0,03% 14 407 SH 1 de octubre de 2026 Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,03% 218 281 SH 19 de agosto de 2026 Diario
DFAC · Dimensional ETF Trust 0,03% 130 765 NS 31 de julio de 2026 N-PORT
ACWI · iShares Trust 0,03% 90 460 SH 11 de septiembre de 2026 Diario
DIVB · iShares Trust 0,03% 5 263 SH 11 de septiembre de 2026 Diario
DCOR · Dimensional ETF Trust 0,02% 7 394 NS 31 de julio de 2026 N-PORT
ACVF · ETF Opportunities Trust 0,01% 102 NS 31 de julio de 2026 N-PORT
GTO · Invesco Actively Managed Exchange-T… 0,00% 1 000 30 de septiembre de 2026 Diario
BIV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BLV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BSV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BND · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
VUSB · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
VCRB · VANGUARD MALVERN FUNDS · · 15 de julio de 2026 Diario
VSDB · VANGUARD MALVERN FUNDS · · 15 de julio de 2026 Diario
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
IFRA · iShares Trust · 337 318 SH 11 de septiembre de 2026 Diario

AEE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 21 analistas COMPRA
Objetivo mediano $118.50 +18,6%
5 23,8% Compra fuerte
9 42,9% Compra
7 33,3% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

16 analistas · 2026-10-03

Objetivo medio $117.88 +17,9%

← Por Debajo de Todos los Objetivos Precio Actual $99.94
Mín$104.00 Media$117.88 Máx$136.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

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
AEE $27.60B 18.7 15.4% 16.6% 11.5% ·
D $51.50B 17.0 14.2% 18.2% 10.7% ·
SRE · · · · · ·
ED $35.85B 17.6 10.9% 12.0% 8.4% ·
WEC $34.32B 21.9 14.0% 15.9% 11.2% ·
PEG $39.99B 19.0 18.2% 17.3% 12.6% ·
DTE · · · · · ·
CNP $25.03B 24.0 8.3% 11.2% 9.5% ·
CMS $21.43B 19.8 13.6% 12.5% 12.3% ·
NI $19.98B 21.4 23.5% 14.2% 10.2% ·
BKH $5.24B 17.4 8.6% 12.6% 8.0% ·

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa

25

Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Ago 3, 2026