AMG Affiliated Managers Group, Inc. Common Stock
$363,91
Precio · Ago 19, 2026
Fundamentales a fecha de Feb 17, 2026
Rango 52S
$215–$393
84% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$433
+19% upside
P/E (TTM)
12.7
ROE
21.8%
Margen de Beneficio Neto
34.5%
Acerca de Affiliated Managers Group, Inc. Common Stock Descripción general de la empresa de Wikipedia
Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.
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Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.
AMG operates as a strategic partner to independent investment management firms globally, with equity stakes in a number of partner-owned traditional investment managers, hedge funds, and specialized private equity firms which it calls “Affiliates.” The company has principal offices in West Palm Beach, Florida; Prides Crossing, Massachusetts; Stamford, Connecticut; and London, United Kingdom. The company was founded in December 1993 by William J. Nutt in Boston, Massachusetts, as a privately owned company with initial backing from TA Associates; Its initial public offering on the New York Stock Exchange occurred in November 1997. Today, AMG's Affiliates manage $651 billion in assets in aggregate.
AMG's strategy is to generate value by investing in an array of independent firms and supporting their long-term growth, through an approach in which significant equity ownership is retained by the management partners of each Affiliate, and each Affiliate operates and invests autonomously from AMG and from other Affiliates. The Affiliate principals’ ‘skin in the game’ incentivizes them to maximize long-term value creation, and their retained investment independence preserves the entrepreneurial cultures of each Affiliate firm.
## History
In 1993, AMG was founded by William Nutt.
In 1997, AMG invested in Tweedy, Browne and completed its initial public offering, listing on the New York Stock Exchange.
In 2004, AMG established a U.S. retail platform which would enable its Affiliates to manufacture, market, and distribute products to the U.S. wealth marketplace. AMG also made a minority investment in AQR, a quantitative investment manager and hedge fund firm, its first investment in an alternative investment firm, and its first minority investment.
In 2005, Sean M. Healey was named chief executive officer.
In 2007, AMG opened its first non-U.S. institutional distribution office in Sydney, Australia, to provide sales and marketing services to institutional clients in Australia and New Zealand. Today, AMG operates distribution capabilities serving the Asia, Australia, Europe / U.K., and Middle East marketplaces.
In 2009, AMG announced investments in Harding Loevner and Gannett Welsh & Kotler.
In 2010, AMG acquired a majority stake in Pantheon Ventures. The private equity company was AMG's largest investment to date. AMG also invested in Artemis Investment Management.
In 2016, AMG made an investment in leading technology-driven liquid alternative firm Systematica Investments.
In 2018, after being diagnosed with ALS, Sean Healey stepped down from his position as chief executive officer. He died in May 2020. Nathaniel Dalton, previously president and chief operating officer, succeeded him.
In 2019, Jay Horgen succeeded Dalton as president and chief executive officer. Horgen joined AMG in 2007 and previously served as chief financial officer, as well as executive vice president, focusing on investments in new AMG Affiliates.
In 2021, AMG invested in four companies, including Parnassus Investments, the largest ESG-dedicated fund manager in the U.S.
In 2022, AMG increased its investment in Systematica Investments, a quantitative and systematic investment firm.
Other Information
AMG is known for its research, on independent firms’ advantages in consistently generating excess returns.
The company is also known for its commitment to corporate citizenship and community engagement. AMG was a founding donor to the Sean M. Healey and AMG Center for ALS at Massachusetts General Hospital, and continues to support the Center with fundraising and charitable events.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
AMG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$363.90
Capitalización Bursátil
—
P/E (TTM)
12.7
BPA (TTM)
$22.74
Ingresos (TTM)
$2.07B
Rendimiento div.
—
ROE
21.8%
Deuda/Capital
—
Rango 52S
$215 – $393
AMG Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$2.07B
2016-12-31
→
2025-12-31
BPA
$22.74
2016-12-31
→
2025-12-31
Flujo de caja libre
$967M
2019-12-31
→
2025-12-31
Márgenes
34.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
AMG
Mediana de Pares
P/E (TTM)
12.7
16.3
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
AMG
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
34.5%
25.1%
ROA
8.0%
5.8%
ROE
21.8%
12.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
AMG
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
AMG
Mediana de Pares
Revenue YoY (Ingresos interanuales)
1.6%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-3.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
0.46%
—
EPS YoY (EPS interanual)
50.3%
—
Net Income YoY (Beneficio Neto interanual)
40.1%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
AMG
Mediana de Pares
Payout Ratio (Ratio de Pago)
0.14%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
0.14%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 10 de agosto de 2026 | $0,0100 |
| 11 de mayo de 2026 | $0,0100 |
| 23 de febrero de 2026 | $0,0100 |
| 13 de noviembre de 2025 | $0,0100 |
| 11 de agosto de 2025 | $0,0100 |
| 19 de mayo de 2025 | $0,0100 |
| 18 de febrero de 2025 | $0,0100 |
| 14 de noviembre de 2024 | $0,0100 |
| 8 de agosto de 2024 | $0,0100 |
| 15 de mayo de 2024 | $0,0100 |
| 14 de febrero de 2024 | $0,0100 |
| 15 de noviembre de 2023 | $0,0100 |
| 4 de agosto de 2023 | $0,0100 |
| 10 de mayo de 2023 | $0,0100 |
| 15 de febrero de 2023 | $0,0100 |
| 16 de noviembre de 2022 | $0,0100 |
| 10 de agosto de 2022 | $0,0100 |
| 11 de mayo de 2022 | $0,0100 |
| 16 de febrero de 2022 | $0,0100 |
| 9 de noviembre de 2021 | $0,0100 |
AMG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 4 40,0%
- Compra 5 50,0%
- Mantener 1 10,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-13
Mediana
$437.00
Ahora
$363.90
Mín
$330.00
Máx
$512.00
Objetivo mediano
$437.00
+20,1%
Objetivo medio
$433.29
+19,1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.20%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $8.29 | $8.00 | 0.29% |
| 31 de marzo de 2026 | $8.23 | $8.15 | 0.08% |
| 31 de diciembre de 2025 | $9.48 | $8.93 | 0.56% |
| 30 de septiembre de 2025 | $6.10 | $5.95 | 0.15% |
| 30 de junio de 2025 | $5.39 | $5.34 | 0.05% |
| 31 de marzo de 2025 | $5.20 | $5.15 | 0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | — |
| PS | — | — | — | — | — | — |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | — |
| ARCC | — | 10.9 | — | — | — | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
| STEP | — | -7.0 | 69.7% | -26.9% | 457.6% | — |
| BXSL | $6.11B | 10.7 | — | — | 9.0% | — |
| HLNE | — | — | 6.5% | 32.8% | 30.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.07B | $2.04B | $2.06B | $2.33B | $2.41B | $2.03B | $2.24B | $2.38B | $2.31B | $2.19B | |
| SG&A Expense | $409M | $376M | $358M | $386M | $347M | $321M | $377M | $418M | $373M | $398M | |
| Operating Expenses | $1.81B | $1.51B | $1.50B | $1.67B | $1.63B | $1.51B | $1.62B | $1.69B | $1.60B | $1.60B | |
| Operating Income | · | · | · | · | · | · | · | · | $1.11B | $1.03B | |
| Interest Expense | · | · | $124M | $114M | $111M | $92M | $76M | $81M | $88M | $92M | |
| Other Non-op | · | · | · | · | · | · | · | · | $-41M | $-60M | |
| Pretax Income | $1.19B | $923M | $1.09B | $1.75B | $1.14B | $508M | $308M | $714M | $1.07B | $975M | |
| Income Tax | $282M | $183M | $185M | $358M | $251M | $81M | $3M | $181M | $58M | $236M | |
| Net Income | $717M | $512M | $673M | $1.15B | $566M | $202M | $16M | $244M | $690M | $473M | |
| EPS (Basic) | $25.18 | $16.45 | $19.18 | $29.77 | $13.65 | $4.34 | $0.31 | $4.55 | $12.30 | $8.73 | |
| EPS (Diluted) | $22.74 | $15.13 | $17.42 | $25.35 | $13.05 | $4.33 | $0.31 | $4.52 | $12.03 | $8.57 | |
| Shares (Basic) | 28,500,000 | 31,100,000 | 35,100,000 | 38,500,000 | 41,500,000 | 46,500,000 | 50,500,000 | 53,600,000 | 56,000,000 | 54,200,000 | |
| Shares (Diluted) | 33,000,000 | 36,100,000 | 42,200,000 | 49,000,000 | 44,800,000 | 46,700,000 | 50,600,000 | 53,800,000 | 58,600,000 | 57,000,000 |
Balance general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $586M | $950M | $814M | $429M | $908M | $1.04B | $540M | $566M | $440M | $431M | |
| PP&E (Net) | $54M | $58M | $67M | $68M | $74M | $80M | $92M | $104M | $111M | $110M | |
| PP&E (Gross) | $213M | $214M | $213M | $230M | $239M | $255M | $251M | $251M | $247M | $234M | |
| Accum. Depreciation | $159M | $156M | $146M | $161M | $165M | $176M | $159M | $146M | $136M | $124M | |
| Goodwill | $2.53B | $2.50B | $2.52B | $2.65B | $2.69B | $2.66B | $2.65B | $2.63B | $2.66B | $2.63B | |
| Intangibles | $1.64B | $1.78B | $1.81B | $1.88B | $1.97B | $1.05B | $1.18B | $1.31B | $1.45B | $1.50B | |
| Total Assets | $9.21B | $8.83B | $9.06B | $8.88B | $8.88B | $7.89B | $7.65B | $8.22B | $8.70B | $8.75B | |
| Deferred Tax | $533M | $520M | $464M | $465M | $503M | $423M | $450M | $512M | $467M | · | |
| Total Liabilities | $4.79B | $4.18B | $4.10B | $4.24B | $4.49B | $3.90B | $3.24B | $3.25B | $3.31B | $3.65B | |
| Long-term Debt | $2.69B | $2.62B | $2.54B | $2.54B | $2.49B | $2.31B | $1.79B | $1.83B | $809M | $869M | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | |
| Retained Earnings | $7.62B | $6.90B | $6.39B | $5.72B | $4.57B | $4.01B | $3.82B | $3.88B | $3.70B | $3.05B | |
| Treasury Stock | $4.89B | $4.12B | $3.38B | $2.98B | $2.35B | $1.86B | $1.48B | $1.15B | $664M | $386M | |
| Stockholders' Equity | $3.24B | $3.35B | $3.59B | $3.23B | $2.79B | $2.78B | $2.94B | $3.46B | $3.82B | $3.62B | |
| Liabilities + Equity | $9.21B | $8.83B | $9.06B | $8.88B | $8.88B | $7.89B | $7.65B | $8.22B | $8.70B | $8.75B | |
| Shares Outstanding | · | · | · | · | · | 58,500,000 | 58,500,000 | 58,500,000 | 58,500,000 | 58,500,000 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | $112M | $112M | $114M | $127M | $119M | $90M | · | · | · | |
| Deferred Tax | $84M | $61M | $31M | $32M | $91M | $27M | $-56M | $52M | $-124M | $59M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | $110M | |
| Operating Cash Flow | $973M | $932M | $874M | $1.05B | $1.26B | $1.01B | $929M | $1.14B | $1.17B | $1.05B | |
| CapEx | $6M | $3M | $12M | $11M | $8M | $8M | $10M | $19M | $18M | $20M | |
| Investing Cash Flow | $-206M | $379M | $264M | $-110M | $-584M | $-54M | $-24M | $-18M | $14M | $-1.33B | |
| Debt Issued | $899M | $848M | $25M | $0 | $200M | $875M | $471M | $1.15B | $545M | $1.35B | |
| Net Debt Issued | $73M | $98M | $0 | $-61M | $167M | $525M | $-39M | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $10M | $42M | $466M | |
| Stock Repurchased | $706M | $710M | $342M | $714M | $595M | $335M | $356M | $496M | $351M | $33M | |
| Net Stock Activity | $-706M | $-710M | $-342M | $-714M | $-595M | $-335M | $-356M | · | · | · | |
| Dividends Paid | $1M | $1M | $2M | $2M | $2M | $17M | $65M | $64M | $45M | $0 | |
| Financing Cash Flow | $-1.15B | $-1.18B | $-758M | $-1.40B | $-798M | $-455M | $-935M | $-983M | $-1.19B | $201M | |
| Net Change in Cash | $-370M | $131M | $387M | $-481M | $-124M | $502M | $-21M | $129M | $9M | $-131M | |
| Taxes Paid | $111M | $142M | $314M | $120M | $87M | $-12M | $103M | $160M | $165M | $152M | |
| Free Cash Flow | $967M | $929M | $862M | $1.04B | $1.25B | $1.00B | $920M | · | · | · | |
| Levered FCF | · | · | $759M | $952M | $1.16B | $923M | $844M | · | · | · |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 34.5% | 25.1% | 32.7% | 49.2% | 23.4% | 10.0% | 0.70% | · | · | · | |
| Pretax Margin | 57.2% | 45.2% | 53.0% | 75.0% | 47.3% | 25.1% | 13.8% | · | · | · | |
| ROA | 8.0% | 5.7% | 7.5% | 12.9% | 6.8% | 2.6% | 0.20% | · | · | · | |
| ROE | 21.8% | 14.8% | 19.7% | 38.1% | 20.3% | 7.1% | 0.49% | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | · | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.6% | -0.82% | -11.7% | -3.4% | 19.0% | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.8% | -5.4% | 0.50% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.46% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 50.3% | -13.2% | -31.3% | 94.2% | 201.4% | · | · | · | · | · | |
| EPS CAGR 3Y | -3.6% | 5.1% | 59.1% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 39.3% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 40.1% | -24.0% | -41.3% | 102.6% | 179.8% | · | · | · | · | · | |
| Net Income CAGR 3Y | -14.5% | -3.3% | 49.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 28.8% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -43.1% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.07B | $2.04B | $2.06B | $2.33B | $2.41B | $2.03B | $2.24B | $2.38B | $2.31B | $2.19B | |
| Net Income TTM | $717M | $512M | $673M | $1.15B | $566M | $202M | $16M | $244M | $690M | $473M | |
| Market Cap | · | · | · | · | · | $5.95B | $4.96B | · | · | · | |
| P/E | 12.7 | 12.2 | 8.7 | 6.2 | 12.6 | 23.5 | 273.4 | 21.6 | 17.1 | 17.0 | |
| P/S | · | · | · | · | · | 2.9 | 2.2 | · | · | · | |
| P/B | · | · | · | · | · | 2.1 | 1.7 | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 5.9 | 5.3 | · | · | · | |
| P / FCF | · | · | · | · | · | 5.9 | 5.4 | · | · | · | |
| Dividend Yield | · | · | · | · | · | 0.28% | 1.3% | · | · | · | |
| Earnings Yield | 7.9% | 8.2% | 11.5% | 16.0% | 7.9% | 4.3% | 0.37% | 4.6% | 5.9% | 5.9% | |
| Payout Ratio | 0.14% | 0.27% | 0.22% | 0.14% | 0.30% | 8.3% | 415.9% | · | · | · | |
| Annual Payout | $1M | $1M | $2M | $2M | $2M | $17M | $65M | $64M | $45M | $0 |
Estado de resultados 11
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $557M | $528M | $493M | $497M | $524M | $516M | $500M | $500M | $503M | $525M | $512M | $517M | $540M | $579M | $604M | $607M | |
| SG&A Expense | $118M | $100M | $96M | $95M | $98M | $97M | $89M | $92M | $85M | $91M | $85M | $97M | $110M | $93M | $93M | $89M | |
| Operating Expenses | $527M | $409M | $413M | $457M | $392M | $375M | $359M | $381M | $384M | $357M | $375M | $380M | $452M | $425M | $401M | $395M | |
| Interest Expense | · | · | · | · | · | · | · | $30M | · | $31M | $31M | $30M | · | $28M | $27M | $29M | |
| Pretax Income | $526M | $362M | $172M | $127M | $274M | $217M | $178M | $254M | $274M | $364M | $220M | $234M | $1.06B | $201M | $212M | $274M | |
| Income Tax | $148M | $72M | $36M | $27M | $53M | $31M | $43M | $55M | $30M | $78M | $33M | $45M | $228M | $37M | $38M | $56M | |
| Net Income | $348M | $212M | $84M | $72M | $162M | $124M | $76M | $150M | $196M | $217M | $125M | $134M | $778M | $113M | $109M | $146M | |
| EPS (Basic) | $12.27 | $7.47 | $2.96 | $2.48 | $5.36 | $4.11 | $2.42 | $4.56 | $5.73 | $6.22 | $3.49 | $3.74 | $20.31 | $2.95 | $2.83 | $3.68 | |
| EPS (Diluted) | $10.87 | $6.87 | $2.80 | $2.20 | $4.95 | $3.78 | $2.26 | $4.14 | $5.22 | $5.48 | $3.25 | $3.47 | $16.43 | $2.80 | $2.68 | $3.44 | |
| Shares (Basic) | -57,600,000 | 28,400,000 | 28,500,000 | 29,200,000 | -63,300,000 | 30,100,000 | 31,500,000 | 32,800,000 | -71,600,000 | 34,900,000 | 35,900,000 | 35,900,000 | -78,100,000 | 38,200,000 | 38,700,000 | 39,700,000 | |
| Shares (Diluted) | -63,900,000 | 32,900,000 | 31,400,000 | 32,600,000 | -74,300,000 | 35,000,000 | 35,300,000 | 40,100,000 | -83,200,000 | 43,400,000 | 42,100,000 | 39,900,000 | -85,900,000 | 43,500,000 | 44,500,000 | 46,900,000 |
Balance general 15
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $586M | $476M | $361M | $816M | $950M | $1.01B | $866M | $793M | · | $999M | $786M | $833M | · | $623M | $607M | $501M | |
| PP&E (Net) | $54M | $55M | $57M | $57M | $58M | $61M | $63M | $66M | · | $64M | $66M | $67M | · | $70M | $71M | $74M | |
| PP&E (Gross) | $213M | · | · | · | $214M | · | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $159M | · | · | · | $156M | · | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.53B | $2.53B | $2.54B | $2.51B | $2.50B | $2.53B | $2.52B | $2.52B | $2.52B | $2.51B | $2.66B | $2.65B | $2.65B | $2.63B | $2.66B | $2.68B | |
| Intangibles | $1.64B | $1.70B | $1.72B | $1.70B | $1.78B | $1.81B | $1.80B | $1.80B | · | $1.81B | $1.86B | $1.87B | · | $1.86B | $1.91B | $1.94B | |
| Total Assets | $9.21B | $8.93B | $8.81B | $8.71B | $8.83B | $8.90B | $8.85B | $9.02B | · | $9.00B | $8.97B | $8.90B | · | $8.43B | $8.47B | $8.57B | |
| Deferred Tax | $533M | $542M | $544M | $520M | $520M | $522M | $499M | $488M | · | $452M | $488M | $476M | · | $492M | $494M | $486M | |
| Total Liabilities | $4.79B | $4.39B | $4.33B | $4.25B | $4.18B | $4.23B | $4.19B | $4.11B | · | $4.11B | $4.10B | $4.14B | · | $4.29B | $4.28B | $4.34B | |
| Long-term Debt | $2.69B | $2.37B | $2.62B | $2.62B | $2.62B | $2.62B | $2.53B | $2.52B | · | $2.54B | $2.54B | $2.54B | · | $2.53B | $2.53B | $2.58B | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | · | $600.0K | $600.0K | $600.0K | · | $600.0K | $600.0K | $600.0K | |
| Retained Earnings | $7.62B | $7.27B | $7.06B | $6.97B | $6.90B | $6.74B | $6.61B | $6.54B | · | $6.19B | $5.98B | $5.85B | · | $4.94B | $4.83B | $4.72B | |
| Treasury Stock | $4.89B | $4.53B | $4.39B | $4.28B | $4.12B | $3.99B | $3.83B | $3.50B | · | $3.24B | $3.07B | $2.97B | · | $2.67B | $2.59B | $2.52B | |
| Stockholders' Equity | $3.24B | $3.34B | $3.24B | $3.19B | $3.35B | $3.32B | $3.33B | $3.59B | · | $3.50B | $3.40B | $3.27B | · | $2.77B | $2.74B | $2.67B | |
| Liabilities + Equity | $9.21B | $8.93B | $8.81B | $8.71B | $8.83B | $8.90B | $8.85B | $9.02B | · | $9.00B | $8.97B | $8.90B | · | $8.43B | $8.47B | $8.57B |
Flujo de Efectivo 14
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | $56M | $69M | $24M | · | $22M | $28M | $39M | · | $26M | $32M | $25M | $33M | $24M | $26M | $31M | |
| Deferred Tax | $40M | $17M | $19M | $8M | $1M | $19M | $17M | $24M | $18M | $-11M | $13M | $11M | $-16M | $17M | $11M | $20M | |
| Operating Cash Flow | $256M | $277M | $231M | $209M | $212M | $265M | $245M | $209M | $255M | $294M | $91M | $235M | $257M | $291M | $362M | $145M | |
| CapEx | $2M | $1M | $1M | $2M | $1M | $700.0K | $600.0K | $1M | $6M | $3M | $2M | $2M | $2M | $3M | $2M | $4M | |
| Investing Cash Flow | $52M | $271M | $-494M | $-36M | $8M | $56M | $240M | $74M | $-213M | $187M | $3M | $288M | $157M | $-95M | $-15M | $-157M | |
| Debt Issued | $799M | $100M | $0 | $0 | $0 | $398M | $0 | $450M | $0 | $0 | $0 | $25M | $0 | $0 | $0 | $0 | |
| Net Debt Issued | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | · | · | $-16M | |
| Stock Repurchased | $353M | $76M | $101M | $176M | $120M | $105M | $332M | $152M | $128M | $169M | $44M | $0 | $361M | $73M | $79M | $201M | |
| Net Stock Activity | · | · | · | $-176M | · | · | · | $-152M | · | · | · | $0 | · | · | · | $-201M | |
| Dividends Paid | $200.0K | $300.0K | $200.0K | $300.0K | $400.0K | $300.0K | $400.0K | $300.0K | $300.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | |
| Financing Cash Flow | $-200M | $-430M | $-202M | $-317M | $-272M | $-188M | $-414M | $-302M | $-234M | $-259M | $-148M | $-117M | $-624M | $-163M | $-227M | $-389M | |
| Net Change in Cash | $110M | $115M | $-456M | $-140M | $-61M | $140M | $72M | $-20M | $-186M | $216M | $-51M | $408M | $-195M | $16M | $106M | $-408M | |
| Free Cash Flow | · | · | · | $207M | · | · | · | $208M | · | · | · | $233M | · | · | · | $141M | |
| Levered FCF | · | · | · | · | · | · | · | $185M | · | · | · | $208M | · | · | · | $118M |
Rentabilidad 4
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 40.2% | 17.1% | 14.6% | · | 23.9% | 15.2% | 30.0% | · | 41.3% | 24.4% | 26.0% | · | 19.5% | 18.1% | 24.0% | |
| Pretax Margin | · | 68.7% | 34.8% | 25.5% | · | 42.0% | 35.6% | 50.8% | · | 69.2% | 43.0% | 45.1% | · | 34.8% | 35.1% | 45.2% | |
| ROA | · | 2.4% | 0.96% | 0.82% | · | 1.4% | 0.85% | 1.7% | · | 2.5% | 1.4% | 1.5% | · | 1.4% | 1.3% | 1.8% | |
| ROE | · | 6.4% | 2.6% | 2.1% | · | 3.6% | 2.3% | 4.4% | · | 6.9% | 4.1% | 4.5% | · | 4.2% | 4.1% | 5.5% |
Eficiencia 1
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 |
Valoración (TTM) 5
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $2.03B | $2.01B | $2.01B | · | $2.04B | $2.04B | $2.06B | · | $2.13B | $2.21B | $2.31B | · | $2.37B | $2.37B | $2.33B | |
| Net Income TTM | · | $493M | $356M | $422M | · | $566M | $568M | $627M | · | $589M | $482M | $502M | · | $496M | $493M | $533M | |
| P/E | · | 15.2 | 17.8 | 13.6 | · | 11.4 | 10.3 | 10.2 | · | 8.7 | 12.3 | 11.5 | · | 9.4 | 10.0 | 11.4 | |
| Earnings Yield | · | 6.6% | 5.6% | 7.4% | · | 8.8% | 9.7% | 9.8% | · | 11.5% | 8.1% | 8.7% | · | 10.7% | 10.0% | 8.8% | |
| Payout Ratio | · | · | · | 0.41% | · | · | · | 0.20% | · | · | · | 0.30% | · | · | · | 0.27% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $2.07B | $2.04B | $2.06B | $2.33B | $2.41B |
| Beneficio neto | $717M | $512M | $673M | $1.15B | $566M |
| EPS Diluido | $22.74 | $15.13 | $17.42 | $25.35 | $13.05 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $967M | $929M | $862M | $1.04B | $1.25B |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 605 declarantes · $5.6B 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 |
|---|---|---|---|---|
| 84 (-13 vs trimestre anterior) | 51 (+8 vs trimestre anterior) | 159 (-59 vs trimestre anterior) | 204 (+76 vs trimestre anterior) | +3.9M |
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 | $470 997 302 | 1 391 836 | 8,37% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $389 527 164 | 1 151 085 | 6,92% | Acciones |
| MORGAN STANLEY | $362 151 822 | 1 070 188 | 6,44% | Acciones |
| Boston Partners | $308 058 732 | 910 096 | 5,48% | Acciones |
| STATE STREET CORP | $298 916 503 | 883 323 | 5,31% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $296 139 254 | 875 116 | 5,26% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $290 264 589 | 857 756 | 5,16% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $194 744 898 | 575 489 | 3,46% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $164 660 088 | 486 458 | 2,93% | Acciones |
| LYRICAL ASSET MANAGEMENT LP | $160 024 622 | 472 886 | 2,84% | Acciones |
| NORGES BANK | $122 322 463 | 361 473 | 2,17% | Acciones |
| Allianz Asset Management GmbH | $110 521 778 | 326 601 | 1,96% | Acciones |
| Channing Capital Management, LLC | $102 370 738 | 302 514 | 1,82% | Acciones |
| Qube Research & Technologies Ltd | $90 940 601 | 268 737 | 1,62% | Acciones |
| Fisher Asset Management, LLC | $83 403 362 | 246 463 | 1,48% | Acciones |
| Clarkston Capital Partners, LLC | $77 386 327 | 228 683 | 1,38% | Acciones |
| BRUNI J V & CO /CO | $71 095 810 | 210 094 | 1,26% | Acciones |
| BANK OF AMERICA CORP /DE/ | $68 930 726 | 203 696 | 1,23% | Acciones |
| CITADEL ADVISORS LLC | $63 765 050 | 188 431 | 1,13% | Acciones |
| Kiltearn Partners LLP | $62 463 902 | 184 586 | 1,11% | Acciones |
| Caisse de depot et placement du Quebec | $61 602 674 | 182 041 | 1,10% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $56 120 933 | 165 842 | 1,00% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $52 500 781 | 189 739 | 0,93% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $51 464 242 | 152 081 | 0,91% | Acciones |
| BlackRock, Inc. | $50 220 590 | 148 406 | 0,89% | Acciones |
| GOLDMAN SACHS GROUP INC | $48 795 588 | 144 195 | 0,87% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $39 741 696 | 117 440 | 0,71% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $39 308 000 | 116 158 | 0,70% | Acciones |
| Quantinno Capital Management LP | $36 796 654 | 108 737 | 0,65% | Acciones |
| JANE STREET GROUP, LLC | $31 794 710 | 93 956 | 0,57% | Acciones |
| LOOMIS SAYLES & CO L P | $31 183 151 | 92 149 | 0,55% | Acciones |
| FIRST TRUST ADVISORS LP | $30 541 615 | 90 253 | 0,54% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $30 147 718 | 89 089 | 0,54% | Acciones |
| Arbejdsmarkedets Tillaegspension | $29 995 776 | 88 640 | 0,53% | Acciones |
| Polar Capital Holdings Plc | $28 885 486 | 85 359 | 0,51% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $26 120 420 | 77 188 | 0,46% | Acciones |
| SEI INVESTMENTS CO | $25 676 100 | 75 875 | 0,46% | Acciones |
| Retirement Systems of Alabama | $25 577 626 | 75 584 | 0,45% | Acciones |
| RHUMBLINE ADVISERS | $24 452 752 | 72 260 | 0,43% | Acciones |
| Zurich Insurance Group Ltd/FI | $24 135 365 | 71 322 | 0,43% | Acciones |
| California Public Employees Retirement System | $23 374 303 | 69 073 | 0,42% | Acciones |
| Capricorn Fund Managers Ltd | $23 364 828 | 69 045 | 0,42% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $20 196 389 | 59 682 | 0,36% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $20 016 413 | 59 150 | 0,36% | Acciones |
| Wallace Capital Management Inc. | $19 740 377 | 58 334 | 0,35% | Acciones |
| NORTH STAR ASSET MANAGEMENT INC | $19 421 850 | 70 191 | 0,35% | Acciones |
| PRUDENTIAL FINANCIAL INC | $19 058 688 | 56 320 | 0,34% | Acciones |
| ARIEL INVESTMENTS, LLC | $18 913 176 | 55 890 | 0,34% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $18 297 288 | 54 070 | 0,33% | Acciones |
| Engineers Gate Manager LP | $17 549 762 | 51 861 | 0,31% | Acciones |
| Swiss National Bank | $17 217 792 | 50 880 | 0,31% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $16 330 169 | 48 257 | 0,29% | Acciones |
| Moran Wealth Management, LLC | $15 301 771 | 45 218 | 0,27% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $14 973 185 | 44 247 | 0,27% | Acciones |
| Brandywine Global Investment Management, LLC | $14 674 029 | 50 902 | 0,26% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14 501 454 | 42 853 | 0,26% | Acciones |
| STRS OHIO | $14 308 229 | 42 282 | 0,25% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $13 965 430 | 41 269 | 0,25% | Acciones |
| Robeco Institutional Asset Management B.V. | $13 529 571 | 39 981 | 0,24% | Acciones |
| JANE STREET GROUP, LLC | $13 468 320 | 39 800 | 0,24% | Opción de venta |
| BNP PARIBAS FINANCIAL MARKETS | $12 643 978 | 37 364 | 0,22% | Acciones |
| AMERIPRISE FINANCIAL INC | $12 392 885 | 36 622 | 0,22% | Acciones |
| Calamos Advisors LLC | $11 989 512 | 35 430 | 0,21% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11 675 138 | 34 501 | 0,21% | Acciones |
| Goodman Financial Corp | $11 154 418 | 32 962 | 0,20% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $10 868 054 | 32 115 | 0,19% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $10 787 516 | 31 878 | 0,19% | Acciones |
| FRANKLIN RESOURCES INC | $10 605 456 | 31 340 | 0,19% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $10 427 119 | 30 813 | 0,19% | Acciones |
| PEAK6 LLC | $10 001 412 | 29 555 | 0,18% | Acciones |
| NICOLA WEALTH MANAGEMENT LTD. | $9 813 600 | 29 000 | 0,17% | Acciones |
| Livforsakringsbolaget Skandia, Omsesidigt | $9 670 665 | 34 950 | 0,17% | Acciones |
| Illinois Municipal Retirement Fund | $9 420 718 | 27 839 | 0,17% | Acciones |
| ASSETMARK, INC | $9 197 246 | 27 179 | 0,16% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9 090 148 | 32 852 | 0,16% | Acciones |
| Schonfeld Strategic Advisors LLC | $9 039 678 | 26 713 | 0,16% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $8 963 878 | 26 489 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 696 880 | 25 700 | 0,15% | Opción de compra |
| VANGUARD ASSET MANAGEMENT, Ltd | $8 563 550 | 25 306 | 0,15% | Acciones |
| BARCLAYS PLC | $8 559 151 | 25 293 | 0,15% | Acciones |
| Parallax Volatility Advisers, L.P. | $8 460 000 | 25 000 | 0,15% | Opción de compra |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8 411 947 | 24 858 | 0,15% | Acciones |
| Corient Private Wealth LP | $8 336 350 | 24 635 | 0,15% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8 095 754 | 23 640 | 0,14% | Acciones |
| ALGERT GLOBAL LLC | $7 988 609 | 23 607 | 0,14% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $7 937 849 | 23 457 | 0,14% | Acciones |
| UBS Group AG | $7 917 545 | 23 397 | 0,14% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $7 483 039 | 22 113 | 0,13% | Acciones |
| Amplius Wealth Advisors, LLC | $7 365 614 | 21 766 | 0,13% | Acciones |
| Horizon Investments, LLC | $6 980 309 | 20 628 | 0,12% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $6 854 630 | 20 256 | 0,12% | Acciones |
| VAN ECK ASSOCIATES CORP | $6 852 600 | 20 250 | 0,12% | Acciones |
| REINHART PARTNERS, LLC. | $6 652 137 | 19 657 | 0,12% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6 621 708 | 23 931 | 0,12% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6 608 952 | 19 530 | 0,12% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $6 586 956 | 19 465 | 0,12% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6 228 590 | 18 406 | 0,11% | Acciones |
| Poehling Capital Management, INC. | $6 107 105 | 18 047 | 0,11% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6 064 128 | 17 920 | 0,11% | Acciones |
| Squarepoint Ops LLC | $5 970 053 | 17 642 | 0,11% | Acciones |
Informantes de la empresa 38 insiders · 14 directivos · 26 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jay C. Horgen | President and CEO | 8 de junio de 2026 M | 204 706 | 0 | 1 | $-5 919 725 |
| Dava Ritchea | Chief Financial Officer | 5 de marzo de 2026 A | 309 | 0 | 0 | $0 |
| Darrell W Crate | Executive V.P. and CFO | 17 de febrero de 2011 M | 3 111 | 0 | 0 | $0 |
| Thomas M Wojcik | President and COO | 5 de marzo de 2026 M | 159 465 | 0 | 2 | $-5 986 880 |
| Kavita Padiyar | General Counsel & Corp. Sec. | 5 de marzo de 2026 A | 42 672 | 0 | 1 | $-612 128 |
| Rizwan M Jamal | Head of Affiliate Investments | 16 de octubre de 2024 G | 199 233 | 0 | 0 | $0 |
| John R Erickson | Head of Affiliate Engagement | 15 de agosto de 2023 M | 58 054 | 0 | 0 | $0 |
| David M. Billings | General Counsel and Secretary | 15 de noviembre de 2022 M | 18 965 | 0 | 0 | $0 |
| Hugh Cutler | EVP, Global Distribution | 3 de marzo de 2020 A | 2 224 | 0 | 0 | $0 |
| Sean M Healey | Executive Chairman | 3 de marzo de 2020 A | 161 021 | 0 | 0 | $0 |
| Peter W Macewen | Chief Administrative Officer | 2 de enero de 2018 F | 26 135 | 0 | 0 | $0 |
| Andrew Dyson | EVP(AMG Ltd.), Global Distrib. | 1 de marzo de 2016 F | 18 131 | 0 | 0 | $0 |
| John Kingston III | Vice Chairman & Gen. Counsel | 8 de mayo de 2014 M | 15 325 | 0 | 0 | $0 |
| Seth W Brennan | Executive Vice President | 12 de diciembre de 2006 A | 36 985 | 0 | 0 | $0 |
| Annette Franqui | Consejero | 1 de junio de 2026 P | 1 962 | 1 | 0 | $228 660 |
| Rodriguez Felix V. Matos | Consejero | 8 de mayo de 2026 S | 4 369 | 0 | 1 | $-300 180 |
| Staley G. Cates | Consejero | 6 de mayo de 2026 P | 6 405 | 1 | 0 | $458 745 |
| David Christopher Ryan | Consejero | 6 de mayo de 2026 S | 1 092 | 0 | 1 | $-1 037 814 |
| Marcy Engel | Consejero | 5 de marzo de 2026 A | — | 0 | 0 | $0 |
| Karen L. Alvingham | Consejero | 5 de marzo de 2026 A | 13 043 | 0 | 0 | $0 |
| Tracy P. Palandjian | Consejero | 5 de marzo de 2026 A | 15 254 | 0 | 0 | $0 |
| Loren M Starr | Consejero | 5 de marzo de 2026 A | 1 937 | 0 | 0 | $0 |
| Dwight D. Churchill | Consejero | 15 de agosto de 2025 M | 29 030 | 0 | 0 | $0 |
| Reuben Jeffery III | Consejero | 1 de enero de 2025 M | 34 274 | 0 | 0 | $0 |
| Tracy A Atkinson | Consejero | 5 de marzo de 2024 M | 4 020 | 0 | 0 | $0 |
| Glenn Earle | Consejero | 1 de enero de 2021 M | 2 113 | 0 | 0 | $0 |
| Samuel T Byrne | Consejero | 28 de julio de 2020 A | 28 092 | 0 | 0 | $0 |
| Patrick T Ryan | Consejero | 28 de julio de 2020 A | 13 269 | 0 | 0 | $0 |
| Nathaniel Dalton | Consejero | 3 de marzo de 2020 F | 206 589 | 0 | 0 | $0 |
| Niall Ferguson | Consejero | 4 de febrero de 2020 A | — | 0 | 0 | $0 |
| Jide James Zeitlin | Consejero | 4 de febrero de 2020 A | 21 274 | 0 | 0 | $0 |
| William J Nutt | Consejero | 4 de mayo de 2015 M | 131 478 | 0 | 0 | $0 |
| Harold J Meyerman | Consejero | 20 de enero de 2015 A | 1 800 | 0 | 0 | $0 |
| Rita M Rodriguez | Consejero | 22 de julio de 2014 A | 14 652 | 0 | 0 | $0 |
| Richard E Floor | Consejero | 20 de enero de 2010 M | 42 286 | 0 | 0 | $0 |
| Robert C Puff JR | Consejero | 26 de julio de 2005 A | 2 000 | 0 | 0 | $0 |
| Stephen J Lockwood | Consejero | 18 de mayo de 2005 M | 7 500 | 0 | 0 | $0 |
| William F Weld | Consejero | 12 de febrero de 2004 M | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Affiliated Managers Group, Inc. | 22 de diciembre de 2009 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 119 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 |
|---|---|---|---|---|
| AAUM · Tema ETF Trust | 3,62% | 277 NS | 31 de mayo de 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 2,44% | 3 912 SH | 8 de agosto de 2026 | Diario |
| FXO · First Trust Exchange-Traded AlphaDE… | 1,58% | 57 595 NS | 30 de abril de 2026 | N-PORT |
| OASC · Unified Series Trust | 1,41% | 3 923 NS | 31 de mayo de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,29% | 262 587 SH | 8 de agosto de 2026 | Diario |
| TAX · EA Series Trust | 0,92% | 776 NS | 29 de mayo de 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,92% | 1 777 598 | 8 de agosto de 2026 | Diario |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,86% | 11 793 SH | 8 de agosto de 2026 | Diario |
| SMIZ · Zacks Trust | 0,85% | 7 275 NS | 31 de mayo de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,80% | 4 251 NS | 31 de mayo de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,77% | 7 516 SH | 8 de agosto de 2026 | Diario |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,70% | 12 391 NS | 30 de abril de 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0,59% | 24 000 SH | 8 de agosto de 2026 | Diario |
| PAMC · Pacer Funds Trust | 0,53% | 1 136 NS | 30 de abril de 2026 | N-PORT |
| IJK · iShares Trust | 0,52% | 154 364 SH | 8 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,47% | 26 061 SH | 8 de agosto de 2026 | Diario |
| FCPI · FIDELITY COVINGTON TRUST | 0,47% | 4 337 NS | 30 de abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,46% | 1 981 NS | 30 de abril de 2026 | N-PORT |
| PFF · iShares Trust | 0,45% | 3 052 327 SH | 8 de agosto de 2026 | Diario |
| TMFX · RBB Fund, Inc. | 0,40% | 422 NS | 31 de mayo de 2026 | N-PORT |
| FDMO · FIDELITY COVINGTON TRUST | 0,39% | 11 181 NS | 30 de abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,39% | 44 544 SH | 8 de agosto de 2026 | Diario |
| EWN · iShares, Inc. | 0,38% | 73 925 SH | 8 de agosto de 2026 | Diario |
| MIDE · DBX ETF Trust | 0,34% | 38 NS | 29 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,34% | 14 723 NS | 30 de abril de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,33% | 3 555 NS | 30 de abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,31% | 3 570 SH | 8 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,29% | 13 151 NS | 30 de abril de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,29% | 13 929 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,28% | 3 378 SH | 8 de agosto de 2026 | Diario |
| LRGF · iShares Trust | 0,27% | 26 791 SH | 8 de agosto de 2026 | Diario |
| IJH · iShares Trust | 0,27% | 911 342 SH | 8 de agosto de 2026 | Diario |
| BFOR · ALPS ETF Trust | 0,26% | 1 811 NS | 31 de mayo de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,24% | 3 205 NS | 30 de abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 42 702 SH | 8 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,23% | 4 796 SH | 8 de agosto de 2026 | Diario |
| DEUS · DBX ETF Trust | 0,21% | 1 925 NS | 29 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,21% | 3 406 NS | 30 de abril de 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 15 368 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,20% | 4 211 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,19% | 15 230 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,18% | 972 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,18% | 365 260 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,18% | 135 022 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,18% | 84 746 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 11 606 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,17% | 3 126 SH | 8 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,16% | 466 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,16% | 76 005 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,15% | 1 194 SH | 8 de agosto de 2026 | Diario |