AIT Applied Industrial Technologies, Inc. Common Stock

NYSE · Trading Companies & Distributors · Ver en SEC EDGAR ↗
$353,64
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 13, 2026

Acerca de Applied Industrial Technologies, Inc. Common Stock Descripción general de la empresa de Wikipedia

Applied Industrial Technologies, Inc. (AIT) is a public, global company based in the U.S. and focused on the distribution of bearings, power transmission products, engineered fluid power components and systems, specialty flow control products, and other industrial supplies. AIT provides engineering, design and system integration for industrial and fluid power applications, as well as customized mechanical, fabricated rubber, fluid power, and flow control shop services.

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Applied Industrial Technologies, Inc. (AIT) is a public, global company based in the U.S. and focused on the distribution of bearings, power transmission products, engineered fluid power components and systems, specialty flow control products, and other industrial supplies. AIT provides engineering, design and system integration for industrial and fluid power applications, as well as customized mechanical, fabricated rubber, fluid power, and flow control shop services.

## Company history

Joseph M. Bruening founded Applied Industrial Technologies, then called The Ohio Ball Bearing Company, in 1923. Over the next few decades, new branches opened and sales rose steadily.

The company's name was changed from The Ohio Ball Bearing Company to Bearings, Inc. in 1953 and was first publicly traded on the American Stock Exchange that same year. In 1997, the Company changed its name to Applied Industrial Technologies to more accurately reflect its diversified product lines, and is currently traded on the New York Stock Exchange with the symbol AIT.

From the 1950s through the early 1990s, the Company targeted U.S. expansion with small and mid-size acquisitions. In the mid-1990s, the Company increased the overall pace of acquisitions, expanding its fluid power operations in particular. Since 2000, Applied has also grown internationally with locations in Canada, Mexico, Australia, New Zealand and Singapore.

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

Wikidata ↗

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

Precio
$353.63
Capitalización Bursátil
$13.01B
P/E (TTM)
32.3
BPA (TTM)
$10.95
Ingresos (TTM)
$4.97B
Rendimiento div.
0.55%
ROE
22.4%
Deuda/Capital
0.1
Rango 52S
$238 – $375

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

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

Ingresos y Beneficio Neto $4.97B
4-point trend, +12.6%
2023-06-30 2026-06-30
BPA $10.95
4-point trend, +23.9%
2023-06-30 2026-06-30
Flujo de caja libre $461M
4-point trend, +45.0%
2023-06-30 2026-06-30
Márgenes 8.3%
4-point trend, +4.0%
2023-06-30 2026-06-30

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

Métrica
Tendencia a 5 años
AIT
Mediana de Pares
P/E (TTM)
4-point trend, +88.5%
32.3
25.1
P/S (TTM) (P/V (TTM))
4-point trend, +97.5%
2.6
1.8
P/B (P/C)
4-point trend, +74.1%
7.0
4.9
EV / EBITDA
4-point trend, +84.3%
23.9
Price / FCF (Precio / FCF)
4-point trend, +53.2%
28.3

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
AIT
Mediana de Pares
Gross Margin (Margen Bruto)
4-point trend, +4.0%
30.3%
28.0%
Operating Margin (Margen Operativo)
4-point trend, +3.2%
11.1%
Net Profit Margin (Margen de Beneficio Neto)
4-point trend, +6.2%
8.3%
6.8%
ROA
4-point trend, +3.4%
13.4%
8.4%
ROE
4-point trend, -15.9%
22.4%
21.6%
ROIC
4-point trend, +12.4%
19.7%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
AIT
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
4-point trend, -67.0%
0.1
Current Ratio (Ratio corriente)
4-point trend, -15.4%
2.6
2.4
Quick Ratio (Ratio Rápido)
4-point trend, -19.7%
1.6

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
AIT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
4-point trend, +12.6%
8.8%
Revenue CAGR 3Y (Ingresos CAGR 3A)
4-point trend, +12.6%
4.0%
Revenue CAGR 5Y (Ingresos CAGR 5A)
4-point trend, +12.6%
8.9%
EPS YoY (EPS interanual)
4-point trend, +23.9%
8.2%
Net Income YoY (Beneficio Neto interanual)
4-point trend, +19.5%
5.5%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
AIT
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
4-point trend, +23.9%
$10.95

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
AIT
Mediana de Pares
Payout Ratio (Ratio de Pago)
4-point trend, +13.6%
17.5%

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

Rendimiento por Dividendo
0.55%
Ratio de Pago
17.5%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
14 de agosto de 2026$0,5100
15 de mayo de 2026$0,5100
13 de febrero de 2026$0,5100
14 de noviembre de 2025$0,4600
15 de agosto de 2025$0,4600
15 de mayo de 2025$0,4600
14 de febrero de 2025$0,4600
15 de noviembre de 2024$0,3700
15 de agosto de 2024$0,3700
14 de mayo de 2024$0,3700
14 de febrero de 2024$0,3700
14 de noviembre de 2023$0,3500
14 de agosto de 2023$0,3500
12 de mayo de 2023$0,3500
14 de febrero de 2023$0,3500
14 de noviembre de 2022$0,3400
12 de agosto de 2022$0,3400
13 de mayo de 2022$0,3400
14 de febrero de 2022$0,3400
12 de noviembre de 2021$0,3300

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

COMPRA 13 analistas
  • Compra fuerte 4 30,8%
  • Compra 6 46,2%
  • Mantener 3 23,1%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

6 analistas · 2026-08-15
Objetivo mediano $365.00 +3,2%
Objetivo medio $359.50 +1,7%

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

Sorpresa Media
0.12%
Período EPS Actual EPS est. Sorpresa
31 de diciembre de 2026 $3.17 $2.95 0.22%
30 de junio de 2026 $3.17 $2.95 0.22%
31 de marzo de 2026 $2.65 $2.67 -0.02%
31 de diciembre de 2025 $2.51 $2.51 0.00%
30 de septiembre de 2025 $2.63 $2.51 0.12%
30 de junio de 2025 $2.80 $2.65 0.15%
31 de marzo de 2025 $2.57 $2.43 0.14%

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

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
AIT $12.44B 30.9 8.8% 8.3% 22.4% 30.3%
FAST $46.07B 36.8 8.7% 15.3% 33.0% 45.0%
FERG 24.0 3.8% 6.0% 32.3% 30.7%
SUNB $31.40B 24.3 3.4% 11.9% 17.7% 38.5%
WCC $11.90B 18.7 7.8% 2.7% 12.8%
QXO $13.01B -30.6 11925.0% -4.1% -2.9% 23.0%
WSO $13.14B 27.5 -5.0% 6.9% 18.3% 28.1%
CNM 23.1 2.8% 5.8% 23.9% 26.9%
MSM 25.3 -1.4% 5.3% 14.3% 40.8%
GATX $6.00B 18.6 9.8% 19.1% 12.8%
URI $51.06B 21.0 4.9% 15.5% 28.4% 38.2%

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

Estado de resultados 16
Datos anuales de Estado de resultados para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue 12-point trend, +80.5% $4.97B $4.56B $4.48B $4.41B $3.81B $3.24B $3.25B $3.47B $3.07B $2.59B $2.52B $2.75B
Cost of Revenue 12-point trend, +74.6% $3.46B $3.18B $3.14B $3.13B $2.70B $2.30B $2.31B $2.47B $2.19B $1.86B $1.81B $1.98B
Gross Profit 12-point trend, +95.7% $1.51B $1.38B $1.34B $1.29B $1.11B $936M $938M $1.01B $884M $738M $707M $770M
SG&A Expense 12-point trend, +63.6% $957M $885M $841M $814M $749M $681M $718M $742M $658M $562M $553M $585M
Operating Income 12-point trend, +197.6% $549M $499M $496M $473M $358M $205M $89M $234M $226M $175M $90M $185M
Interest Expense 11-point trend, +124.3% · $18M $21M $25M $27M $31M $37M $41M $24M $9M $9M $8M
Interest Income 3-point trend, -46.7% $9M $18M $18M · · · · · · · · ·
Other Non-op 12-point trend, +412.1% $3M $3M $5M $-2M $-2M $2M $3M $881.0K $2M $121.0K $-2M $-879.0K
Pretax Income 12-point trend, +209.5% $544M $501M $498M $450M $330M $177M $55M $194M $205M $167M $79M $176M
Income Tax 12-point trend, +114.9% $130M $108M $112M $103M $72M $32M $31M $50M $63M $33M $49M $60M
Net Income 12-point trend, +258.9% $415M $393M $386M $347M $257M $145M $24M $144M $142M $134M $30M $115M
EPS (Basic) 12-point trend, +293.3% $11.09 $10.26 $9.98 $8.98 $6.69 $3.73 $0.62 $3.72 $3.65 $3.43 $0.75 $2.82
EPS (Diluted) 12-point trend, +291.1% $10.95 $10.12 $9.83 $8.84 $6.58 $3.68 $0.62 $3.68 $3.61 $3.40 $0.75 $2.80
Shares (Basic) 12-point trend, -8.6% 37,377,000 38,289,000 38,672,000 38,592,000 38,471,000 38,758,000 38,658,000 38,670,000 38,752,000 39,013,000 39,254,000 40,892,000
Shares (Diluted) 12-point trend, -8.1% 37,857,000 38,816,000 39,257,000 39,220,000 39,105,000 39,296,000 38,999,000 39,160,000 39,281,000 39,404,000 39,466,000 41,187,000
EBITDA 12-point trend, +197.6% $549M $499M $496M $473M $358M $205M $89M $234M $226M $175M $89M $185M
Balance general 27
Datos anuales de Balance general para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Cash & Equivalents 12-point trend, +83.0% $127M $388M $461M $344M $184M $258M $269M $108M $54M $105M $60M $69M
Receivables 12-point trend, +120.9% $831M $770M $725M $708M $656M $516M $450M $541M $549M $391M $348M $376M
Inventory 12-point trend, +40.4% $509M $505M $488M $501M $450M $363M $389M $448M $422M $345M $338M $362M
Other Current Assets 12-point trend, +194.5% $111M $84M $96M $93M $69M $60M $52M $51M $33M $41M $36M $38M
Current Assets 12-point trend, +86.6% $1.58B $1.75B $1.77B $1.65B $1.36B $1.20B $1.16B $1.15B $1.06B $883M $782M $846M
PP&E (Net) 12-point trend, +26.0% $132M $128M $119M $115M $112M $116M $122M $124M $121M $108M $108M $104M
PP&E (Gross) 12-point trend, +47.7% $397M $384M $363M $344M $327M $320M $314M $305M $297M $274M $269M $269M
Accum. Depreciation 12-point trend, +61.5% $265M $256M $245M $229M $215M $204M $192M $181M $175M $166M $161M $164M
Goodwill 12-point trend, +177.0% $705M $699M $619M $578M $563M $560M $541M $662M $647M $206M $203M $254M
Intangibles 12-point trend, +57.3% $313M $349M $246M $236M $251M $280M $343M $369M $436M $164M $191M $199M
Other Non-current Assets 12-point trend, +285.1% $69M $63M $65M $67M $59M $33M $27M $28M $24M $27M $17M $18M
Total Assets 12-point trend, +110.1% $3.01B $3.18B $2.95B $2.74B $2.45B $2.27B $2.28B $2.33B $2.29B $1.39B $1.31B $1.43B
Accounts Payable 12-point trend, +89.7% $341M $280M $267M $302M $259M $208M $186M $237M $257M $181M $149M $180M
Current Liabilities 12-point trend, +97.5% $612M $526M $501M $540M $500M $428M $426M $424M $433M $310M $274M $310M
Capital Leases 2-point trend, +6.1% $168M $159M · · · · · · · · · ·
Deferred Tax 5-point trend, +228.8% · · · · · · · $58M $58M $8M $12M $18M
Other Non-current Liabilities 12-point trend, +523.3% $274M $233M $190M $148M $154M $127M $159M $102M $94M $29M $34M $44M
Total Liabilities 12-point trend, +66.1% $1.15B $1.33B $1.26B $1.28B $1.30B $1.34B $1.44B $1.43B $1.47B $642M $654M $691M
Long-term Debt 11-point trend, +78.3% · $572M $597M $622M $689M $828M $934M $958M $964M $292M $328M $321M
Total Debt 12-point trend, -18.3% $262M $572M $597M $622M $689M $828M $934M $958M $964M $292M $328M $321M
Common Stock Flat — no change across 12 periods $10M $10M $10M $10M $10M $10M $10M $10M $10M $10M $10M $10M
Retained Earnings 12-point trend, +187.6% $2.79B $2.45B $2.12B $1.79B $1.50B $1.29B $1.20B $1.23B $1.13B $1.03B $945M $970M
Treasury Stock 12-point trend, +209.6% $1.05B $721M $559M $478M $472M $456M $414M $415M $404M $381M $374M $338M
AOCI 12-point trend, -57.5% $-95M $-92M $-78M $-55M $-72M $-93M $-129M $-100M $-90M $-82M $-86M $-60M
Stockholders' Equity 12-point trend, +151.1% $1.86B $1.84B $1.69B $1.46B $1.15B $933M $844M $897M $815M $745M $658M $741M
Liabilities + Equity 12-point trend, +110.1% $3.01B $3.18B $2.95B $2.74B $2.45B $2.27B $2.28B $2.33B $2.29B $1.39B $1.31B $1.43B
Shares Outstanding 12-point trend, -7.8% 36,803,000 37,868,000 38,409,000 38,657,000 38,499,000 38,516,000 38,710,000 38,597,000 38,703,000 39,041,000 39,057,000 39,905,000
Flujo de Efectivo 14
Datos anuales de Flujo de Efectivo para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Stock-based Comp 5-point trend, +58.5% · · · · · · $4M $4M $5M $4M $3M ·
Deferred Tax 12-point trend, +629.4% $26M $-6M $-1M $-6M $15M $-31M $-13M $2M $2M $-3M $-7M $-5M
Amort. of Intangibles 12-point trend, +55.3% $40M $36M $29M $31M $32M $34M $42M $42M $32M $24M $26M $26M
Operating Cash Flow 12-point trend, +208.3% $484M $492M $371M $344M $188M $242M $297M $181M $147M $165M $162M $157M
CapEx 12-point trend, +57.8% $24M $27M $25M $26M $18M $16M $20M $19M $23M $17M $13M $15M
Investing Cash Flow 12-point trend, +80.5% $-34M $-319M $-95M $-61M $-36M $-45M $-55M $-55M $-798M $-17M $-75M $-174M
Stock Repurchased 12-point trend, +314.6% $317M $153M $73M $716.0K $14M $40M $0 $11M $23M $8M $37M $77M
Net Stock Activity 12-point trend, -314.6% $-317M $-153M $-73M $-716.0K $-14M $-40M $0 $-11M $-23M $-8M $-37M $-77M
Dividends Paid 12-point trend, +70.2% $73M $64M $56M $53M $52M $51M $49M $47M $46M $45M $43M $43M
Financing Cash Flow 12-point trend, -3302.2% $-712M $-246M $-156M $-127M $-223M $-213M $-78M $-72M $600M $-103M $-93M $22M
Net Change in Cash 12-point trend, -15099.9% $-261M $-72M $117M $160M $-73M $-11M $160M $54M $-51M $45M $-10M $-2M
Taxes Paid 8-point trend, +100.7% $109M $108M $116M $108M $53M $64M $41M $54M · · · ·
Free Cash Flow 12-point trend, +229.9% $461M $465M $347M $317M $169M $226M $277M $162M $124M $148M $148M $140M
Levered FCF 11-point trend, +235.8% · $451M $331M $298M $149M $201M $260M $131M $107M $140M $144M $134M
Rentabilidad 8
Datos anuales de Rentabilidad para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Gross Margin 12-point trend, -99.1% 30.3% 30.3% 29.8% 29.2% 29.0% 28.9% 28.9% 29.0% 28.8% 28.4% 3292.6% 3196.0%
Operating Margin 12-point trend, -98.6% 11.1% 10.9% 11.1% 10.7% 9.4% 6.3% 2.7% 6.7% 7.3% 6.7% 413.3% 766.5%
Net Margin 12-point trend, -98.3% 8.3% 8.6% 8.6% 7.9% 6.8% 4.5% 0.74% 4.2% 4.6% 5.2% 137.7% 479.5%
Pretax Margin 12-point trend, -98.5% 11.0% 11.0% 11.1% 10.2% 8.6% 5.5% 1.7% 5.6% 6.7% 6.4% 367.6% 730.1%
EBITDA Margin 12-point trend, -98.6% 11.1% 10.9% 11.1% 10.7% 9.4% 6.3% 2.7% 6.7% 7.3% 6.7% 413.3% 766.5%
ROA 12-point trend, +68.3% 13.4% 12.6% 13.3% 13.0% 10.7% 6.3% 1.1% 6.2% 6.2% 9.8% 2.2% 8.0%
ROE 12-point trend, +49.3% 22.4% 22.2% 24.5% 26.6% 24.7% 16.3% 2.8% 16.8% 18.1% 19.1% 4.2% 15.0%
ROIC 12-point trend, +72.7% 19.7% 16.2% 16.8% 17.5% 15.2% 9.5% 2.2% 9.3% 8.8% 13.5% 3.4% 11.4%
Liquidez y Solvencia 5
Datos anuales de Liquidez y Solvencia para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Current Ratio 12-point trend, -7.0% 2.6 3.3 3.5 3.0 2.7 2.8 2.7 2.7 2.4 2.8 2.8 2.8
Quick Ratio 12-point trend, +8.9% 1.6 2.2 2.4 1.9 1.7 1.8 1.7 1.5 1.4 1.6 1.5 1.4
Debt / Equity 12-point trend, -67.5% 0.1 0.3 0.4 0.4 0.6 0.9 1.1 1.1 1.2 0.4 0.5 0.4
LT Debt / Equity 12-point trend, -67.1% 0.1 0.3 0.3 0.4 0.6 0.8 1.0 1.0 1.2 0.4 0.5 0.4
Interest Coverage 11-point trend, +20.4% · 27.4 24.1 19.1 13.4 6.7 2.4 5.7 9.4 19.8 9.9 22.7
Eficiencia 3
Datos anuales de Eficiencia para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Asset Turnover 12-point trend, +9574.1% 1.6 1.5 1.5 1.6 1.6 1.4 1.4 1.5 1.3 1.9 0.0 0.0
Inventory Turnover 12-point trend, +20.2% 6.8 6.4 6.4 6.6 6.7 6.1 5.5 5.7 5.7 5.4 5.2 5.7
Receivables Turnover 12-point trend, +9579.7% 6.2 6.1 6.3 6.5 6.5 6.7 6.6 6.4 6.5 7.0 0.1 0.1
Por Acción 7
Datos anuales de Por Acción para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Book Value / Share 12-point trend, +172.3% $50.59 $48.71 $43.97 $37.73 $29.85 $24.21 $21.79 $23.24 $21.06 $19.09 $16.84 $18.58
Revenue / Share 12-point trend, +22334.3% $131.20 $117.57 $114.10 $112.51 $97.45 $82.35 $83.22 $88.68 $78.24 $65.82 $0.54 $0.58
Cash Flow / Share 12-point trend, +240.8% $12.79 $12.69 $9.46 $8.77 $4.80 $6.15 $7.61 $4.61 $3.75 $4.18 $4.08 $3.75
Cash / Share 12-point trend, +98.4% $3.45 $10.26 $11.99 $8.90 $4.79 $6.69 $6.94 $2.80 $1.40 $2.69 $1.53 $1.74
Dividend / Share · · · · · · · · · · · $1
Dividend Paid / Share 12-point trend, +91.3% $2 $2 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +291.1% $10.95 $10.12 $9.83 $8.84 $6.58 $3.68 $0.62 $3.68 $3.61 $3.40 $0.75 $2.80
Tasas de Crecimiento 10
Datos anuales de Tasas de Crecimiento para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue YoY 6-point trend, +3046.7% 8.8% 1.9% 1.5% 15.8% 17.8% -0.30% · · · · · ·
Revenue CAGR 3Y 4-point trend, -62.7% 4.0% 6.2% 11.5% 10.8% · · · · · · · ·
Revenue CAGR 5Y 2-point trend, +27.0% 8.9% 7.0% · · · · · · · · · ·
EPS YoY 6-point trend, -98.3% 8.2% 2.9% 11.2% 34.4% 78.8% 493.6% · · · · · ·
EPS CAGR 3Y 4-point trend, -94.8% 7.4% 15.4% 38.8% 142.5% · · · · · · · ·
EPS CAGR 5Y 2-point trend, -67.4% 24.4% 74.8% · · · · · · · · · ·
Net Income YoY 6-point trend, -98.9% 5.5% 1.9% 11.2% 34.7% 77.8% 502.1% · · · · · ·
Net Income CAGR 3Y 4-point trend, -95.7% 6.1% 15.2% 38.6% 143.4% · · · · · · · ·
Net Income CAGR 5Y 2-point trend, -68.7% 23.4% 74.9% · · · · · · · · · ·
Dividend CAGR 5Y 2-point trend, +37.1% 7.5% 5.4% · · · · · · · · · ·
Valoración (TTM) 17
Datos anuales de Valoración (TTM) para AIT
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue TTM 12-point trend, +80.5% $4.97B $4.56B $4.48B $4.41B $3.81B $3.24B $3.25B $3.47B $3.07B $2.59B $2.52B $2.75B
Net Income TTM 12-point trend, +258.9% $415M $393M $386M $347M $257M $145M $24M $144M $142M $134M $30M $115M
Market Cap 12-point trend, +686.5% $12.44B $8.80B $7.45B $5.60B $3.70B $3.51B $2.42B $2.37B $2.72B $2.31B $1.76B $1.58B
Enterprise Value 12-point trend, +586.0% $12.58B $8.99B $7.59B $5.88B $4.21B $4.08B $3.08B $3.22B $3.62B $2.49B $2.03B $1.83B
P/E 12-point trend, +118.1% 30.9 23.0 19.7 16.4 14.6 24.7 100.6 16.7 19.4 17.4 60.2 14.2
P/S 12-point trend, +335.8% 2.5 1.9 1.7 1.3 1.0 1.1 0.7 0.7 0.9 0.9 0.7 0.6
P/B 12-point trend, +213.2% 6.7 4.8 4.4 3.8 3.2 3.8 2.9 2.6 3.3 3.1 2.7 2.1
P / Tangible Book 6-point trend, -61.0% 14.7 11.1 9.0 8.7 11.0 37.8 · · · · · ·
P / Cash Flow 12-point trend, +151.1% 25.7 17.9 20.1 16.3 19.7 14.5 8.1 13.1 18.4 14.0 11.0 10.2
P / FCF 12-point trend, +138.4% 27.0 18.9 21.5 17.6 21.9 15.5 8.7 14.7 21.9 15.6 11.9 11.3
EV / EBITDA 12-point trend, +130.5% 22.9 18.0 15.3 12.4 11.8 19.8 34.6 13.8 16.1 14.3 22.9 9.9
EV / FCF 12-point trend, +108.0% 27.3 19.3 21.9 18.5 24.8 18.1 11.1 19.9 29.2 16.9 13.7 13.1
EV / Revenue 12-point trend, +280.1% 2.5 2.0 1.7 1.3 1.1 1.3 0.9 0.9 1.2 1.0 0.8 0.7
Dividend Yield 12-point trend, -78.5% 0.58% 0.72% 0.75% 0.95% 1.4% 1.4% 2.0% 2.0% 1.7% 1.9% 2.5% 2.7%
Earnings Yield 12-point trend, -54.1% 3.2% 4.3% 5.1% 6.1% 6.8% 4.0% 0.99% 6.0% 5.1% 5.8% 1.7% 7.1%
Payout Ratio 12-point trend, -52.6% 17.5% 16.2% 14.5% 15.4% 20.1% 35.0% 203.3% 32.8% 32.4% 33.3% 146.5% 36.9%
Annual Payout 12-point trend, +70.2% $73M $64M $56M $53M $52M $51M $49M $47M $46M $45M $43M $43M

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

Estado de resultados
2026-06-302025-06-302025-03-312024-12-312024-09-30
Ingresos $4.97B$4.56B
Margen Bruto % 30.3%30.3%
Margen Operativo % 11.1%10.9%
Beneficio neto $415M$393M
EPS Diluido $10.95$10.12
Balance general
2026-06-302025-06-302025-03-312024-12-312024-09-30
Deuda / Patrimonio 0.10.3
Ratio corriente 2.63.3
Ratio Rápido 1.62.2
Flujo de Efectivo
2026-06-302025-06-302025-03-312024-12-312024-09-30
Flujo de caja libre $461M$465M

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Propietarios institucionales (13F) 660 declarantes · $7.6B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
99 (+8 vs trimestre anterior) 47 (-5 vs trimestre anterior) 227 (+22 vs trimestre anterior) 187 (-5 vs trimestre anterior) +4.1M

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
VANGUARD PORTFOLIO MANAGEMENT LLC $713 978 702 2 111 426 9,39% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $563 663 250 1 666 903 7,42% Acciones
STATE STREET CORP $414 460 794 1 225 877 5,45% Acciones
FIRST TRUST ADVISORS LP $340 592 245 1 007 223 4,48% Acciones
FULLER & THALER ASSET MANAGEMENT, INC. $302 207 683 893 709 3,98% Acciones
GEODE CAPITAL MANAGEMENT, LLC $268 173 423 792 886 3,53% Acciones
DIMENSIONAL FUND ADVISORS LP $226 377 202 669 459 2,98% Acciones
NORGES BANK $196 041 110 579 746 2,58% Acciones
WELLINGTON MANAGEMENT GROUP LLP $179 486 977 530 791 2,36% Acciones
FMR LLC $176 502 273 521 964 2,32% Acciones
TWO SIGMA INVESTMENTS, LP $175 522 168 519 066 2,31% Acciones
Alyeska Investment Group, L.P. $170 113 121 503 070 2,24% Acciones
Capital Research Global Investors $156 277 713 462 155 2,06% Acciones
Capital World Investors $137 331 507 406 126 1,81% Acciones
Capital International Investors $108 175 199 319 903 1,42% Acciones
WESTFIELD CAPITAL MANAGEMENT CO LP $96 606 412 285 691 1,27% Acciones
Boston Trust Walden Corp $84 729 057 250 566 1,11% Acciones
VANGUARD FIDUCIARY TRUST CO $79 089 565 233 889 1,04% Acciones
Zurich Insurance Group Ltd/FI $78 994 883 233 609 1,04% Acciones
Artisan Partners Limited Partnership $75 415 904 223 025 0,99% Acciones
AMERICAN CENTURY COMPANIES INC $68 870 760 203 665 0,91% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $66 657 142 197 123 0,88% Acciones
MILLENNIUM MANAGEMENT LLC $65 895 967 194 872 0,87% Acciones
ALLIANCEBERNSTEIN L.P. $65 118 284 245 433 0,86% Acciones
Qube Research & Technologies Ltd $63 524 183 187 858 0,84% Acciones
AMERIPRISE FINANCIAL INC $55 074 379 162 870 0,72% Acciones
Durable Capital Partners LP $54 803 971 162 070 0,72% Acciones
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $52 716 000 155 895 0,69% Acciones
BNP PARIBAS FINANCIAL MARKETS $51 698 739 152 887 0,68% Acciones
Robeco Schweiz AG $50 899 014 150 522 0,67% Acciones
NORDEA INVESTMENT MANAGEMENT AB $50 076 560 148 046 0,66% Acciones
Caisse de depot et placement du Quebec $49 539 313 146 501 0,65% Acciones
BlackRock, Inc. $49 389 175 146 057 0,65% Acciones
EVENTIDE ASSET MANAGEMENT, LLC $48 623 452 143 966 0,64% Acciones
TWO SIGMA ADVISERS, LP $47 944 094 186 720 0,63% Acciones
GRACE & WHITE INC /NY $47 054 587 139 153 0,62% Acciones
Fiera Capital Corp $46 871 986 138 613 0,62% Acciones
EULAV Asset Management $45 562 331 134 740 0,60% Acciones
PRINCIPAL FINANCIAL GROUP INC $43 979 789 130 060 0,58% Acciones
SEGALL BRYANT & HAMILL, LLC $43 541 208 128 763 0,57% Acciones
GOLDMAN SACHS GROUP INC $43 182 431 127 702 0,57% Acciones
Driehaus Capital Management LLC $36 175 625 106 981 0,48% Acciones
RHUMBLINE ADVISERS $35 446 860 104 826 0,47% Acciones
VOLORIDGE INVESTMENT MANAGEMENT, LLC $33 654 379 99 525 0,44% Acciones
ADAGE CAPITAL PARTNERS GP, L.L.C. $33 427 480 98 854 0,44% Acciones
WCM INVESTMENT MANAGEMENT, LLC $33 362 534 99 840 0,44% Acciones
LOOMIS SAYLES & CO L P $31 790 496 94 013 0,42% Acciones
TimesSquare Capital Management, LLC $31 654 268 119 306 0,42% Acciones
ProShare Advisors LLC $30 903 866 91 391 0,41% Acciones
PALISADE CAPITAL MANAGEMENT, LP $30 895 799 91 367 0,41% Acciones
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $30 336 789 89 714 0,40% Acciones
OP Asset Management Ltd $29 656 769 87 703 0,39% Acciones
ENVESTNET ASSET MANAGEMENT INC $28 608 167 84 606 0,38% Acciones
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $27 970 754 82 717 0,37% Acciones
California Public Employees Retirement System $27 045 237 79 980 0,36% Acciones
ALGERT GLOBAL LLC $26 663 804 78 852 0,35% Acciones
STRS OHIO $26 637 766 78 775 0,35% Acciones
Retirement Systems of Alabama $26 255 657 77 645 0,35% Acciones
Swiss National Bank $25 307 146 74 840 0,33% Acciones
BANK OF NOVA SCOTIA $25 293 958 74 801 0,33% Acciones
RENAISSANCE TECHNOLOGIES LLC $24 383 997 72 110 0,32% Acciones
SG Capital Management LLC $23 913 292 70 718 0,31% Acciones
Assenagon Asset Management S.A. $23 695 861 70 075 0,31% Acciones
ROYAL LONDON ASSET MANAGEMENT LTD $23 279 599 68 844 0,31% Acciones
BANK OF AMERICA CORP /DE/ $22 206 987 65 672 0,29% Acciones
MORGAN STANLEY $21 654 450 64 038 0,28% Acciones
ROYCE & ASSOCIATES LP $21 114 086 62 440 0,28% Acciones
Trexquant Investment LP $20 761 734 61 398 0,27% Acciones
Cubist Systematic Strategies, LLC $19 808 565 75 881 0,26% Acciones
Rockefeller Capital Management L.P. $18 951 315 56 044 0,25% Acciones
BARCLAYS PLC $17 778 914 52 577 0,23% Acciones
Gotham Asset Management, LLC $16 747 217 49 526 0,22% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $16 608 914 49 117 0,22% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $16 224 437 47 980 0,21% Acciones
CRAMER ROSENTHAL MCGLYNN LLC $15 889 669 46 990 0,21% Acciones
US BANCORP \DE\ $15 708 420 46 454 0,21% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $15 269 163 45 155 0,20% Acciones
Balyasny Asset Management L.P. $15 176 172 44 880 0,20% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $14 714 935 43 516 0,19% Acciones
ArrowMark Colorado Holdings LLC $14 383 210 42 535 0,19% Acciones
NEUBERGER BERMAN GROUP LLC $14 134 355 41 799 0,19% Acciones
Pier Capital, LLC $13 427 598 39 709 0,18% Acciones
Fi3 FINANCIAL ADVISORS, LLC $13 425 560 46 397 0,18% Acciones
Thematics Asset Management $13 401 002 51 335 0,18% Acciones
ING GROEP NV $13 180 073 38 977 0,17% Acciones
FRONTIER CAPITAL MANAGEMENT CO LLC $13 114 810 38 784 0,17% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $12 070 941 35 697 0,16% Acciones
MIROVA $11 833 897 34 996 0,16% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $11 782 331 44 408 0,16% Acciones
Liberty Capital Management, Inc. $11 722 984 34 668 0,15% Acciones
SILVERCREST ASSET MANAGEMENT GROUP LLC $11 640 814 34 425 0,15% Acciones
Nuveen Asset Management, LLC $11 572 388 48 325 0,15% Acciones
Emerald Investment Advisers, LLC $11 571 831 34 221 0,15% Acciones
VAN ECK ASSOCIATES CORP $11 402 080 33 719 0,15% Acciones
NATIXIS $11 276 964 33 349 0,15% Acciones
Engineers Gate Manager LP $10 848 866 32 083 0,14% Acciones
LPL Financial LLC $10 444 644 30 888 0,14% Acciones
CAPITAL FUND MANAGEMENT S.A. $10 379 514 30 695 0,14% Acciones
ALPS ADVISORS INC $10 354 829 30 622 0,14% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $9 776 255 28 911 0,13% Acciones

Informantes de la empresa 44 insiders · 14 directivos · 19 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
David L Pugh Chairman & CEO 9 de agosto de 2011 A 553 119 0 0 $0
Mark O Eisele Vice President-CFO & Treasurer 28 de agosto de 2017 S 106 090 0 0 $0
John R Whitten Vice President-CFO & Treasurer 2 de diciembre de 2003 A 21 149 0 0 $0
Bill L Purser President 31 de diciembre de 2007 A 44 475 0 0 $0
Fred D Bauer VP-General Counsel & Secretary 22 de noviembre de 2022 M 90 587 0 0 $0
Christopher Macey Corporate Controller 13 de agosto de 2022 F 7 546 0 0 $0
Todd A Barlett VP-Acq & Global Bus Dev 29 de junio de 2018 A 8 968 0 0 $0
Thomas E Armold VP-Sales 25 de agosto de 2016 M 34 667 0 0 $0
Carl E. Will Chief Commercial Officer 12 de agosto de 2014 A 5 385 0 0 $0
Daniel T Brezovec Corporate Controller 19 de febrero de 2014 M 20 368 0 0 $0
Michael L Coticchia VP-Chief Human Resources Offic 20 de mayo de 2013 S 0 0 0 $0
Jeffrey A Ramras VP-Supply Chain Mgmt 29 de junio de 2012 A 21 302 0 0 $0
Richard C Shaw VP-Communications & Learning 3 de enero de 2012 A 13 684 0 0 $0
James T Hopper VP-Chief Information Officer 8 de agosto de 2008 A 16 266 0 0 $0
Peter C Wallace Consejero 12 de julio de 2026 J 24 763 0 1 $-1 425 150
Madhuri A Andrews Consejero 18 de junio de 2026 S 4 951 0 1 $-1 268 427
Shelly Marie Chadwick Consejero 20 de enero de 2026 A 3 656 0 0 $0
Mary Dean Hall Consejero 20 de enero de 2026 A 4 596 0 0 $0
Richard J Simoncic Consejero 20 de enero de 2026 A 1 490 0 0 $0
Dan Komnenovich Consejero 23 de enero de 2024 A 25 985 0 0 $0
Peter A Dorsman Consejero 8 de febrero de 2022 S 1 268 0 0 $0
Jerry Sue Thornton Consejero 30 de septiembre de 2019 A 1 299 0 0 $0
Green Edith Kelly Consejero 22 de enero de 2019 A 21 523 0 0 $0
Thomas L Hiltz Consejero 20 de agosto de 2018 S 1 544 0 0 $0
John F Meier Consejero 30 de diciembre de 2016 A 8 313 0 0 $0
Joseph Michael Moore Consejero 30 de septiembre de 2015 A 28 088 0 0 $0
Thomas A Commes Consejero 30 de septiembre de 2014 A 12 020 0 0 $0
William G Bares Consejero 18 de septiembre de 2013 G 77 050 0 0 $0
Stephen E Yates Consejero 30 de septiembre de 2010 A 31 158 0 0 $0
Russell R Gifford Consejero 30 de septiembre de 2005 A 19 664 0 0 $0
Roger D Blackwell Consejero 31 de marzo de 2005 A 30 819 0 0 $0
BUTLER WILLIAM E Consejero 18 de enero de 2005 A 0 0 $0
Pamela J Tomczik 11 de agosto de 2026 A 234 0 0 $0
Jon S Ploetz 11 de agosto de 2026 A 3 953 0 0 $0
Jason W Vasquez 11 de agosto de 2026 A 15 333 0 2 $-1 941 764
David K. Wells 11 de agosto de 2026 A 33 862 0 0 $0
Warren E Hoffner III 11 de agosto de 2026 A 41 775 0 0 $0
Kurt W. Loring 11 de agosto de 2026 A 19 992 0 1 $-2 276 152
Neil A Schrimsher 11 de agosto de 2026 A 136 893 0 1 $-7 000 071
Richard M Wagner 11 de agosto de 2026 A 1 203 0 0 $0
Joe Anthony Raver 20 de enero de 2026 A 13 671 0 0 $0
Robert J Pagano Jr 20 de enero de 2026 A 12 156 0 0 $0
Vincent K Petrella 20 de enero de 2026 A 21 694 0 0 $0
Benjamin J Mondics 13 de agosto de 2013 F 101 689 0 0 $0

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

Propiedad de ETFs Mantenido por 104 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
RSHO · Tema ETF Trust 5,04% 45 450 NS 31 de mayo de 2026 N-PORT
MAKX · ProShares Trust 2,90% 509 NS 31 de mayo de 2026 N-PORT
DRES · GMO ETF Trust 2,44% 2 909 NS 31 de mayo de 2026 N-PORT
RSMC · Tidal Trust III 2,04% 50 393 NS 30 de abril de 2026 N-PORT
REGL · ProShares Trust 1,62% 89 750 NS 31 de mayo de 2026 N-PORT
SAWS · ETF Series Solutions 1,44% 333 NS 30 de abril de 2026 N-PORT
SRHQ · Elevation Series Trust 1,38% 8 707 NS 30 de abril de 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,95% 25 851 NS 30 de abril de 2026 N-PORT
OUSM · ALPS ETF Trust 0,94% 26 990 NS 31 de mayo de 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,77% 70 434 NS 31 de mayo de 2026 N-PORT
CZA · Invesco Exchange-Traded Fund Trust 0,64% 3 409 SH 8 de agosto de 2026 Diario
FXR · First Trust Exchange-Traded AlphaDE… 0,49% 11 230 NS 30 de abril de 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,47% 4 842 NS 30 de abril de 2026 N-PORT
MIDE · DBX ETF Trust 0,45% 50 NS 29 de mayo de 2026 N-PORT
XJH · iShares Trust 0,42% 4 995 SH 8 de agosto de 2026 Diario
ISCG · iShares Trust 0,42% 11 600 SH 8 de agosto de 2026 Diario
QVMM · Invesco Exchange-Traded Fund Trust … 0,39% 4 802 SH 8 de agosto de 2026 Diario
IJK · iShares Trust 0,39% 119 026 SH 8 de agosto de 2026 Diario
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,38% 9 329 NS 31 de mayo de 2026 N-PORT
IJH · iShares Trust 0,36% 1 275 248 SH 8 de agosto de 2026 Diario
IVOG · VANGUARD ADMIRAL FUNDS 0,36% 20 058 SH 8 de agosto de 2026 Diario
QIDX · Spinnaker ETF Series 0,36% 451 NS 30 de abril de 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,34% 59 725 SH 8 de agosto de 2026 Diario
IJJ · iShares Trust 0,34% 84 605 SH 8 de agosto de 2026 Diario
PTMC · Pacer Funds Trust 0,33% 4 281 NS 30 de abril de 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,32% 4 429 SH 8 de agosto de 2026 Diario
IVOV · VANGUARD ADMIRAL FUNDS 0,32% 14 285 SH 8 de agosto de 2026 Diario
BKMC · BNY Mellon ETF Trust 0,30% 6 124 NS 30 de abril de 2026 N-PORT
BFOR · ALPS ETF Trust 0,27% 1 933 NS 31 de mayo de 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0,26% 5 363 NS 31 de mayo de 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,26% 75 190 NS 31 de mayo de 2026 N-PORT
MVV · ProShares Trust 0,25% 1 290 NS 31 de mayo de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,24% 179 099 NS 31 de mayo de 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 15 675 NS 30 de abril de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,23% 103 742 NS 30 de abril de 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,23% 617 NS 30 de abril de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,22% 8 182 SH 8 de agosto de 2026 Diario
AFSM · First Trust Exchange-Traded Fund VI… 0,21% 693 NS 31 de mayo de 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,21% 100 791 NS 31 de mayo de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,21% 15 945 NS 30 de abril de 2026 N-PORT
ISCB · iShares Trust 0,21% 1 650 SH 8 de agosto de 2026 Diario
SMMD · iShares Trust 0,18% 18 428 SH 8 de agosto de 2026 Diario
UMDD · ProShares Trust 0,17% 180 NS 31 de mayo de 2026 N-PORT
ESML · iShares Trust 0,17% 13 771 SH 8 de agosto de 2026 Diario
VBK · VANGUARD INDEX FUNDS 0,17% 245 148 SH 8 de agosto de 2026 Diario
VIS · VANGUARD WORLD FUND 0,17% 45 326 SH 8 de agosto de 2026 Diario
FIDU · FIDELITY COVINGTON TRUST 0,17% 11 193 NS 30 de abril de 2026 N-PORT
IYJ · iShares Trust 0,15% 8 372 SH 8 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,15% 847 623 SH 8 de agosto de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,14% 424 337 SH 8 de agosto de 2026 Diario