AMSF AMERISAFE, Inc. - Common Stock
NASDAQ · Insurance · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 23, 2026
$23,59
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$23,20mínimo 52 semanas
$43,73máximo 52 semanas
Capitalización Bursátil (MRQ)
$437M
P/E (TTM)
9.5
BPA (TTM)
$2.48
Ingresos (TTM)
$336M
tus insignias
Rango 52S
$23–$44
Calificación del Analista
BUY
Precio Objetivo
$36
P/E
9.5
ROE
18.2%
Margen de Beneficio Neto
14.0%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
AMSF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$23.59
Capitalización Bursátil (MRQ)
$437M
P/E (TTM)
9.5
BPA (TTM)
$2.48
Ingresos (TTM)
$336M
Rendimiento div.
12.8%
ROE (TTM)
18.2%
Rango 52S
$23–$44
AMSF Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$317M2016-12-31 → 2025-12-31
BPA$2.472016-12-31 → 2025-12-31
Flujo de caja libre$9M2016-12-31 → 2025-12-31
Margen neto14.0%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | AMSF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 9.5promedio 5A ≈16.4 | ≈16.4 | 9.1 | Sobrevalorado | |
| P/S (TTM) | 1.3promedio 5A ≈3.0 | ≈3.0 | 1.7 | Sobrevalorado | |
| P/C (MRQ) | 1.7promedio 5A ≈3.1 | ≈3.1 | 1.8 | Sobrevalorado | |
| Precio / FCF (TTM) | 22.6promedio 5A ≈44.0 | ≈44.0 | · | · | |
| Precio / Flujo de Caja (TTM) | 21.4promedio 5A ≈39.7 | ≈39.7 | 6.4 | Sobrevalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 2.0promedio 5A ≈3.1 | ≈3.1 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | AMSF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen antes de impuestos (TTM) | 17.5%promedio 5A ≈22.8% | ≈22.8% | 18.9% | En línea | |
| Margen de Beneficio Neto (TTM) | 14.0%promedio 5A ≈18.5% | ≈18.5% | 16.4% | En línea | |
| ROA (TTM) | 4.1%promedio 5A ≈4.5% | ≈4.5% | 8.2% | Débil | |
| ROE (TTM) | 18.2%promedio 5A ≈17.7% | ≈17.7% | 18.2% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | AMSF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 2.7%promedio 5A ≈-1.2% | ≈-1.2% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 2.5%promedio 5A ≈-0.52% | ≈-0.52% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | -1.4% | · | · | · | |
| EPS YoY (EPS interanual) | -14.5%promedio 5A ≈-10.4% | ≈-10.4% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -15.0%promedio 5A ≈-10.7% | ≈-10.7% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -5.0%promedio 5A ≈-6.8% | ≈-6.8% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -11.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -5.3%promedio 5A ≈-7.1% | ≈-7.1% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -11.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | AMSF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.3promedio 5A ≈0.2 | ≈0.2 | 0.3 | Débil |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo12.8%
Ratio de Pago133.0%
Pago anualizado≈$1.64
CAGR de Dividendos a 5 años≈7.6%
Racha de Crecimiento≈10
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 11, 2026 | $0,41 | USD | ≈10.6% |
| Jun 12, 2026 | $0,41 | USD | ≈8.2% |
| Mar 13, 2026 | $0,41 | USD | ≈7.9% |
| Dic 5, 2025 | $1,39 | USD | ≈16.0% |
| Sep 12, 2025 | $0,39 | USD | ≈10.3% |
| Jun 13, 2025 | $0,39 | USD | ≈10.2% |
| Mar 7, 2025 | $0,39 | USD | ≈9.0% |
| Dic 6, 2024 | $3,37 | USD | ≈8.1% |
| Sep 6, 2024 | $0,37 | USD | ≈10.2% |
| Jun 14, 2024 | $0,37 | USD | ≈11.6% |
| Mar 7, 2024 | $0,37 | USD | ≈9.3% |
| Nov 30, 2023 | $3,84 | USD | ≈19.0% |
| Sep 7, 2023 | $0,34 | USD | ≈10.3% |
| Jun 15, 2023 | $0,34 | USD | ≈9.9% |
| Mar 9, 2023 | $0,34 | USD | ≈10.2% |
| Dic 1, 2022 | $4,31 | USD | ≈9.8% |
| Sep 8, 2022 | $0,31 | USD | ≈10.8% |
| Jun 16, 2022 | $0,31 | USD | ≈10.7% |
| Mar 10, 2022 | $0,31 | USD | ≈11.0% |
| Dic 2, 2021 | $0,29 | USD | ≈9.7% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-8.9%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 22, 2026 | $0.44 | $0.53 | -16.5% |
| 31 de marzo de 2026 | $0.50 | $0.55 | -9.5% | |
| 31 de diciembre de 2025 | $0.51 | $0.61 | -16.0% | |
| 30 de septiembre de 2025 | $0.55 | $0.57 | -4.2% | |
| 30 de junio de 2025 | $0.53 | $0.55 | -3.6% | |
| 31 de marzo de 2025 | $0.60 | $0.62 | -3.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $317M | $309M | $307M | $295M | $316M | $339M | $370M | $378M | $375M | $397M | $401M | $404M | |
| Pretax Income | $59M | $69M | $77M | $68M | $79M | $107M | $116M | $88M | $82M | $113M | $101M | $74M | |
| Income Tax | $12M | $14M | $15M | $12M | $14M | $20M | $23M | $16M | $36M | $35M | $31M | $20M | |
| Net Income | $47M | $55M | $62M | $56M | $66M | $87M | $93M | $72M | $46M | $78M | $70M | $54M | |
| EPS (Basic) | $2.48 | $2.91 | $3.24 | $2.89 | $3.40 | $4.49 | $4.82 | $3.73 | $2.41 | $4.08 | $3.72 | $2.88 | |
| EPS (Diluted) | $2.47 | $2.89 | $3.23 | $2.88 | $3.39 | $4.47 | $4.80 | $3.71 | $2.40 | $4.05 | $3.69 | $2.84 | |
| Shares (Basic) | 18,979,465 | 19,070,717 | 19,149,080 | 19,233,241 | 19,332,391 | 19,288,996 | 19,248,657 | 19,208,978 | 19,165,489 | 19,105,806 | 18,941,077 | 18,646,128 | |
| Shares (Diluted) | 19,082,142 | 19,159,805 | 19,226,021 | 19,321,717 | 19,408,619 | 19,363,809 | 19,329,238 | 19,293,082 | 19,245,866 | 19,203,650 | 19,119,186 | 18,928,504 |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $62M | $44M | $39M | $61M | $71M | $62M | $44M | $40M | $56M | $59M | $69M | $91M | |
| Short-term Investments | · | $9.3K | $0 | · | · | · | · | $14M | $26M | $30M | $8M | $34M | |
| PP&E (Net) | $7M | $6M | $6M | $7M | $6M | $6M | $6M | $6M | $6M | $7M | $6M | $7M | |
| PP&E (Gross) | $26M | $24M | $24M | $24M | $22M | $22M | $22M | $21M | $21M | $21M | $20M | $24M | |
| Accum. Depreciation | $19M | $18M | $18M | $17M | $16M | $16M | $15M | $15M | $15M | $14M | $13M | $17M | |
| Total Assets | $1.13B | $1.16B | $1.23B | $1.27B | $1.40B | $1.47B | $1.49B | $1.52B | $1.52B | $1.52B | $1.50B | $1.46B | |
| Total Liabilities | $879M | $900M | $937M | $952M | $1.00B | $1.03B | $1.06B | $1.11B | $1.09B | $1.06B | $1.05B | $1.01B | |
| Common Stock | $208.0K | $207.0K | $207.0K | $207.0K | $206.0K | $206.0K | $205.0K | $205.0K | $204.0K | $204.0K | $203.0K | $201.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $199M | |
| Retained Earnings | $83M | $84M | $114M | $146M | $190M | $225M | $227M | $221M | $234M | $270M | $269M | $267M | |
| Treasury Stock | $54M | $42M | $37M | $35M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | |
| AOCI | $-3M | $-9M | $-7M | $-14M | $14M | $21M | $12M | $-832.0K | $4M | $-492.0K | $3M | $3M | |
| Stockholders' Equity | $252M | $257M | $292M | $317M | $399M | $439M | $430M | $410M | $425M | $456M | $454M | $447M | |
| Liabilities + Equity | $1.13B | $1.16B | $1.23B | $1.27B | $1.40B | $1.47B | $1.49B | $1.52B | $1.52B | $1.52B | $1.50B | $1.46B | |
| Shares Outstanding | 18,794,881 | 20,733,166 | 20,704,448 | 20,678,572 | 20,622,304 | 20,589,309 | 20,560,833 | 20,528,230 | 20,504,165 | 20,488,385 | 19,130,146 | 18,897,686 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $3M | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $2M | $1M | $2M | |
| Deferred Tax | $372.0K | $1M | $628.0K | $-1M | $1M | $2M | $872.0K | $-1M | $13M | $-2M | $1M | $-1M | |
| Operating Cash Flow | $11M | $24M | $30M | $28M | $38M | $63M | $79M | $98M | $131M | $114M | $93M | $141M | |
| CapEx | $2M | $840.0K | $553.0K | $2M | $1M | $921.0K | $1M | $1M | $478.0K | $2M | $953.0K | $989.0K | |
| Investing Cash Flow | $68M | $72M | $44M | $75M | $71M | $43M | $12M | $-29M | $-52M | $-50M | · | · | |
| Stock Repurchased | · | · | $2M | $12M | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | · | $-2M | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $63M | $71M | $56M | $78M | $148M | $89M | $116M | $65M | $79M | $67M | $50M | $25M | |
| Financing Cash Flow | $-62M | $-91M | $-97M | $-113M | $-100M | $-89M | $-87M | $-84M | $-83M | $-74M | · | · | |
| Net Change in Cash | $18M | $5M | $-23M | $-9M | $9M | $18M | $3M | $-15M | $-3M | $-11M | $-21M | $-32M | |
| Taxes Paid | $12M | $13M | $15M | $8M | $18M | $21M | $21M | $11M | $28M | $32M | $24M | $20M | |
| Free Cash Flow | $9M | $23M | $29M | $26M | $37M | $62M | $78M | $97M | $130M | $113M | $92M | $139M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 14.9% | 17.9% | 20.2% | 18.9% | 20.8% | 25.5% | 25.0% | 19.0% | 12.3% | 19.6% | 17.6% | 13.3% | |
| Pretax Margin | 18.6% | 22.4% | 25.2% | 22.9% | 25.1% | 31.5% | 31.2% | 23.2% | 21.9% | 28.4% | 25.2% | 18.2% | |
| ROA | 4.1% | 4.6% | 5.0% | 4.2% | 4.6% | 5.8% | 6.2% | 4.7% | 3.0% | 5.2% | 4.8% | 3.9% | |
| ROE | 18.2% | 19.4% | 19.8% | 16.1% | 14.9% | 18.8% | 20.6% | 16.5% | 10.5% | 17.1% | 15.6% | 12.4% |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.3 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $13.39 | $13.51 | $15.28 | $16.57 | $20.62 | $22.70 | $22.29 | $21.26 | $22.10 | $23.72 | $23.73 | $23.65 | |
| Revenue / Share | $16.63 | $16.13 | $15.96 | $15.25 | $16.28 | $17.53 | $19.16 | $19.58 | $19.50 | $20.66 | $20.97 | $21.34 | |
| Cash Flow / Share | $0.58 | $1.26 | $1.55 | $1.46 | $1.96 | $3.27 | $4.08 | $5.09 | $6.80 | $5.95 | $4.86 | $7.42 | |
| Cash / Share | $3.29 | $2.31 | $2.02 | $3.21 | $3.65 | $3.19 | $2.27 | $2.09 | $2.89 | $3.06 | $3.63 | $4.81 | |
| Dividend / Share | $1.56 | $1.48 | $1.36 | $1.24 | $1.16 | $1.08 | $1.00 | $0.88 | $0.80 | $0.72 | $0.60 | $0.48 | |
| EPS (TTM) | $2.47 | $2.89 | $3.23 | $2.88 | $3.39 | $4.47 | $4.80 | $3.71 | $2.40 | $4.05 | $3.69 | $2.84 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.7% | 0.71% | 4.1% | -6.7% | -6.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.5% | -0.73% | -3.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -14.5% | -10.5% | 12.2% | -15.0% | -24.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -5.0% | -5.2% | -10.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -15.0% | -10.7% | 11.7% | -15.4% | -24.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -5.3% | -5.5% | -10.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -11.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -6.7% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $317M | $309M | $307M | $295M | $316M | $339M | $370M | $378M | $375M | $397M | $401M | $404M | |
| Net Income TTM | $47M | $55M | $62M | $56M | $66M | $87M | $93M | $72M | $46M | $78M | $70M | $54M | |
| Market Cap | $722M | $982M | $895M | $996M | $1.04B | $1.11B | $1.27B | $1.09B | $1.19B | $1.20B | $974M | $801M | |
| P/E | 15.6 | 17.8 | 14.5 | 18.0 | 15.9 | 12.8 | 13.8 | 15.3 | 25.7 | 15.4 | 13.8 | 14.9 | |
| P/S | 2.3 | 3.2 | 2.9 | 3.4 | 3.3 | 3.3 | 3.4 | 2.9 | 3.2 | 3.0 | 2.4 | 2.0 | |
| P/B | 2.9 | 3.8 | 3.1 | 3.1 | 2.6 | 2.5 | 3.0 | 2.7 | 2.8 | 2.6 | 2.1 | 1.8 | |
| P / Tangible Book | 2.9 | 3.8 | 3.1 | 3.1 | 2.6 | 2.5 | · | · | · | · | · | · | |
| P / Cash Flow | 65.2 | 40.6 | 30.0 | 35.3 | 27.4 | 17.5 | 16.2 | 11.1 | 9.1 | 10.5 | 10.5 | 5.7 | |
| P / FCF | 80.9 | 42.0 | 30.6 | 38.1 | 28.4 | 17.8 | 16.4 | 11.2 | 9.1 | 10.7 | 10.6 | 5.7 | |
| Dividend Yield | 8.7% | 7.2% | 6.3% | 7.8% | 14.2% | 8.0% | 9.1% | 6.0% | 6.7% | 5.6% | 5.1% | 3.1% | |
| Earnings Yield | 6.4% | 5.6% | 6.9% | 5.5% | 6.3% | 7.8% | 7.3% | 6.5% | 3.9% | 6.5% | 7.2% | 6.7% | |
| Payout Ratio | 133.0% | 128.1% | 90.2% | 139.7% | 225.7% | 102.3% | 125.0% | 91.3% | 170.7% | 86.1% | 71.0% | 46.6% | |
| Annual Payout | $63M | $71M | $56M | $78M | $148M | $89M | $116M | $65M | $79M | $67M | $50M | $25M |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $92M | $80M | $82M | $82M | $81M | $73M | $74M | $79M | $76M | $80M | $73M | $76M | $78M | $71M | $68M | $76M | |
| Pretax Income | $18M | $10M | $13M | $17M | $17M | $11M | $17M | $18M | $14M | $21M | $12M | $20M | $22M | $13M | $7M | $21M | |
| Income Tax | $4M | $2M | $2M | $4M | $4M | $2M | $4M | $3M | $3M | $4M | $2M | $4M | $4M | $2M | $991.0K | $4M | |
| Net Income | $15M | $8M | $10M | $14M | $14M | $9M | $13M | $14M | $11M | $17M | $10M | $16M | $17M | $11M | $6M | $17M | |
| EPS (Basic) | $0.79 | $0.43 | $0.55 | $0.73 | $0.73 | $0.47 | $0.69 | $0.75 | $0.58 | $0.89 | $0.52 | $0.82 | $0.91 | $0.59 | $0.32 | $0.90 | |
| EPS (Diluted) | $0.78 | $0.43 | $0.55 | $0.72 | $0.73 | $0.47 | $0.69 | $0.75 | $0.57 | $0.88 | $0.52 | $0.81 | $0.90 | $0.59 | $0.32 | $0.89 | |
| Shares (Basic) | 18,579,890 | 18,759,526 | · | 18,980,807 | 19,038,360 | 19,036,309 | · | 19,042,152 | 19,083,232 | 19,122,168 | 19,164,854 | 19,139,735 | 19,131,356 | 19,198,320 | 19,273,934 | 19,332,006 | |
| Shares (Diluted) | 18,702,282 | 18,863,395 | · | 19,072,061 | 19,119,600 | 19,154,426 | · | 19,113,103 | 19,146,294 | 19,211,282 | 19,223,588 | 19,196,755 | 19,235,411 | 19,269,346 | 19,332,168 | 19,430,824 |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $65M | $34M | $62M | $55M | $48M | $45M | $44M | $64M | $31M | $33M | $59M | $34M | $41M | $91M | $85M | $31M | |
| Short-term Investments | · | · | · | · | · | · | $9.3K | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $7M | $7M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $7M | $7M | $7M | $7M | $7M | $7M | $6M | |
| PP&E (Gross) | · | · | $26M | · | · | · | $24M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $19M | · | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $1.13B | $1.12B | $1.13B | $1.16B | $1.16B | $1.16B | $1.16B | $1.25B | $1.23B | $1.24B | $1.30B | $1.30B | $1.29B | $1.36B | $1.38B | $1.39B | |
| Total Liabilities | $877M | $876M | $879M | $890M | $890M | $896M | $900M | $940M | $933M | $942M | $961M | $958M | $955M | $986M | $997M | $996M | |
| Common Stock | $208.0K | $208.0K | $208.0K | $208.0K | $208.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $206.0K | |
| Retained Earnings | $90M | $83M | $83M | $98M | $92M | $86M | $84M | $135M | $128M | $124M | $169M | $165M | $156M | $207M | $202M | $202M | |
| Treasury Stock | $64M | $58M | $54M | $46M | $45M | $42M | $42M | $42M | $41M | $37M | $35M | $35M | $35M | $35M | $28M | $24M | |
| AOCI | $-4M | $-6M | $-3M | $-4M | $-8M | $-7M | $-9M | $-3M | $-10M | $-9M | $-20M | $-12M | $-9M | $-20M | $-9M | $57.0K | |
| Stockholders' Equity | $250M | $247M | $252M | $275M | $266M | $261M | $257M | $314M | $301M | $301M | $336M | $341M | $333M | $373M | $385M | $395M | |
| Liabilities + Equity | $1.13B | $1.12B | $1.13B | $1.16B | $1.16B | $1.16B | $1.16B | $1.25B | $1.23B | $1.24B | $1.30B | $1.30B | $1.29B | $1.36B | $1.38B | $1.39B | |
| Shares Outstanding | 18,536,058 | 18,703,771 | 18,794,881 | 18,992,255 | 19,018,747 | 19,050,315 | 19,050,315 | 19,049,970 | 19,068,286 | 19,135,008 | 19,184,449 | 19,180,014 | 19,154,387 | 19,159,171 | 19,296,632 | 19,320,422 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $765.0K | $586.0K | $286.0K | $805.0K | $743.0K | $1M | $778.0K | $763.0K | $710.0K | $688.0K | $470.0K | $430.0K | $216.0K | $671.0K | $850.0K | $-9.0K | |
| Deferred Tax | $610.0K | $-99.0K | $1M | $186.0K | $-883.0K | $-91.0K | $2M | $453.0K | $-381.0K | $-369.0K | $-50.0K | $-1M | $-19.0K | $-1M | $-2M | $364.0K | |
| Operating Cash Flow | $2M | $-3M | $11M | $11M | $-8M | $-2M | $11M | $8M | $-3M | $8M | $5M | $7M | $13M | $11M | $18M | $7M | |
| CapEx | $3.0K | $26.0K | $173.0K | $891.0K | $1M | $2.0K | $14.0K | $24.0K | $56.0K | $746.0K | $490.0K | $5.0K | $32.0K | $840.0K | $774.0K | $258.0K | |
| Investing Cash Flow | $43M | $-12M | $31M | $5M | $23M | $10M | $34M | $33M | $11M | $-6M | $27M | $-7M | $-27M | $7M | $46M | $-39M | |
| Dividends Paid | $8M | $8M | $40M | $8M | $7M | $7M | $50M | $7M | $7M | $7M | $7M | $7M | $7M | $6M | $6M | $6M | |
| Financing Cash Flow | $-13M | $-13M | $-34M | $-9M | $-11M | $-7M | $-64M | $-8M | $-12M | $-7M | $-7M | $-7M | $-7M | $-12M | $-10M | $-8M | |
| Net Change in Cash | $31M | $-28M | $7M | $6M | $4M | $708.0K | $-20M | $33M | $-3M | $-5M | $25M | $-7M | $-20M | $6M | $55M | $-40M | |
| Free Cash Flow | · | $-3M | · | · | · | $-2M | · | · | · | $7M | · | · | $13M | · | · | $7M |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.9% | 10.2% | · | 16.9% | 17.2% | 12.3% | · | 18.2% | 14.5% | 21.0% | 13.7% | 20.6% | 22.1% | 15.9% | 9.0% | 22.9% | |
| Pretax Margin | 19.9% | 12.7% | · | 21.3% | 21.5% | 15.5% | · | 22.6% | 18.1% | 25.8% | 17.0% | 25.9% | 27.5% | 18.8% | 10.5% | 28.3% | |
| ROA | 1.3% | 0.71% | · | 1.1% | 1.2% | 0.75% | · | 1.1% | 0.87% | 1.3% | 0.75% | 1.2% | 1.3% | 0.80% | 0.42% | 1.2% | |
| ROE | 5.7% | 3.2% | · | 4.7% | 4.9% | 3.2% | · | 4.4% | 3.4% | 5.3% | 2.8% | 4.3% | 4.8% | 2.7% | 1.4% | 4.1% |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | 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 | 0.0 | 0.1 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $13.49 | $13.18 | · | $14.47 | $13.96 | $13.69 | · | $16.50 | $15.79 | $15.74 | $17.51 | $17.76 | $17.38 | $19.47 | $19.95 | $20.46 | |
| Revenue / Share | $4.92 | $4.25 | · | $4.30 | $4.24 | $3.79 | · | $4.12 | $3.96 | $4.19 | $3.78 | $3.94 | $4.08 | $3.70 | $3.52 | $3.89 | |
| Cash Flow / Share | · | $-0.14 | · | · | · | $-0.09 | · | · | · | $0.39 | · | · | $0.70 | · | · | $0.37 | |
| Cash / Share | $3.53 | $1.83 | · | $2.88 | $2.55 | $2.35 | · | $3.34 | $1.61 | $1.74 | $3.09 | $1.77 | $2.15 | $4.75 | $4.42 | $1.59 | |
| Dividend / Share | $0.41 | $0.41 | $0.39 | $0.39 | $0.39 | $0.39 | $0.37 | $0.37 | $0.37 | $0.37 | $0.34 | $0.34 | $0.34 | $0.31 | $0.31 | $0.31 | |
| EPS (TTM) | $2.48 | $2.43 | · | $2.61 | $2.64 | $2.48 | · | $3.20 | $2.97 | $3.21 | $3.31 | $3.38 | $2.89 | $1.98 | $2.38 | $3.29 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $336M | $325M | · | $310M | $306M | $301M | · | $315M | $309M | $309M | $306M | $305M | $298M | $293M | $295M | $308M | |
| Net Income TTM | $47M | $46M | · | $50M | $50M | $47M | · | $61M | $57M | $62M | $64M | $65M | $56M | $38M | $46M | $64M | |
| Market Cap | $627M | $623M | · | $833M | $832M | $1.00B | · | $921M | $837M | $960M | $961M | $1.02B | $938M | $895M | $1.00B | $960M | |
| P/E | 13.6 | 13.7 | · | 16.8 | 16.6 | 21.2 | · | 15.1 | 14.8 | 15.6 | 15.1 | 15.8 | 16.9 | 23.6 | 21.9 | 15.1 | |
| P/S | 1.9 | 1.9 | · | 2.7 | 2.7 | 3.3 | · | 2.9 | 2.7 | 3.1 | 3.1 | 3.4 | 3.2 | 3.1 | 3.4 | 3.1 | |
| P/B | 2.5 | 2.5 | · | 3.0 | 3.1 | 3.8 | · | 2.9 | 2.8 | 3.2 | 2.9 | 3.0 | 2.8 | 2.4 | 2.6 | 2.4 | |
| P / Tangible Book | 2.5 | 2.5 | · | 3.0 | 3.1 | 3.8 | · | 2.9 | 2.8 | 3.2 | 2.9 | 3.0 | 2.8 | 2.4 | 2.6 | 2.4 | |
| P / Cash Flow | · | -231.1 | · | · | · | -558.6 | · | · | · | 127.9 | · | · | 69.6 | · | · | 134.8 | |
| Dividend Yield | 10.1% | 10.1% | · | 8.7% | 8.6% | 7.1% | · | 6.2% | 6.8% | 5.9% | 8.3% | 7.7% | 8.3% | 16.7% | 14.9% | 15.5% | |
| Earnings Yield | 7.3% | 7.3% | · | 5.9% | 6.0% | 4.7% | · | 6.6% | 6.8% | 6.4% | 6.6% | 6.3% | 5.9% | 4.2% | 4.6% | 6.6% | |
| Payout Ratio | · | 95.3% | · | · | · | 83.0% | · | · | · | 41.8% | · | · | 37.5% | · | · | 34.5% | |
| Annual Payout | $63M | $63M | · | $72M | $72M | $71M | · | $58M | $57M | $57M | $79M | $79M | $78M | $149M | $149M | $149M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $317M | $309M | $307M | $295M | $316M |
| Beneficio neto | $47M | $55M | $62M | $56M | $66M |
| EPS Diluido | $2.47 | $2.89 | $3.23 | $2.88 | $3.39 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $9M | $23M | $29M | $26M | $37M |
Propietarios institucionales (13F) 227 declarantes · $692.0M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
227
Valor en tenencia
$692.0M
Nuevas posiciones
54
Posiciones cerradas
18
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 54 (+21 vs trimestre anterior) | 18 (-15 vs trimestre anterior) | 72 (+5 vs trimestre anterior) | 60 (+5 vs trimestre anterior) | +805K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $122 167 396 | 3 611 215 | 17,65% | Acciones |
| VANGUARD GROUP INC | $52 398 346 | 1 364 185 | 7,57% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $43 245 058 | 1 278 305 | 6,25% | Acciones |
| GOLDMAN SACHS GROUP INC | $40 759 911 | 1 204 845 | 5,89% | Acciones |
| STATE STREET CORP | $27 882 300 | 824 222 | 4,03% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $27 832 956 | 822 730 | 4,02% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26 757 703 | 790 946 | 3,87% | Acciones |
| ROYCE & ASSOCIATES LP | $26 728 542 | 790 084 | 3,86% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $21 167 306 | 625 636 | 3,06% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $21 092 092 | 623 473 | 3,05% | Acciones |
| BANK OF AMERICA CORP /DE/ | $18 755 183 | 554 395 | 2,71% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $15 938 964 | 471 150 | 2,30% | Acciones |
| Auto-Owners Insurance Co | $14 442 027 | 426 900 | 2,09% | Acciones |
| CITADEL ADVISORS LLC | $12 728 571 | 376 251 | 1,84% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $12 526 511 | 370 278 | 1,81% | Acciones |
| MORGAN STANLEY | $10 708 394 | 316 534 | 1,55% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10 205 124 | 301 659 | 1,47% | Acciones |
| NORTHERN TRUST CORP | $7 759 250 | 229 360 | 1,12% | Acciones |
| M&G PLC | $7 344 850 | 216 025 | 1,06% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $7 286 982 | 215 400 | 1,05% | Acciones |
| ProShare Advisors LLC | $7 182 989 | 212 326 | 1,04% | Acciones |
| Creative Planning | $6 110 256 | 180 616 | 0,88% | Acciones |
| Qube Research & Technologies Ltd | $5 958 343 | 176 126 | 0,86% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $5 891 190 | 174 141 | 0,85% | Acciones |
| TWO SIGMA ADVISERS, LP | $5 149 552 | 134 068 | 0,74% | Acciones |
| Invesco Ltd. | $4 364 509 | 129 013 | 0,63% | Acciones |
| NEW SOUTH CAPITAL MANAGEMENT INC | $4 221 883 | 124 797 | 0,61% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $4 211 564 | 124 492 | 0,61% | Acciones |
| Granite Investment Partners, LLC | $4 189 643 | 123 844 | 0,61% | Acciones |
| NORGES BANK | $3 785 577 | 111 900 | 0,55% | Acciones |
| ISTHMUS PARTNERS, LLC | $3 615 953 | 106 886 | 0,52% | Acciones |
| Bank of New York Mellon Corp | $3 582 746 | 105 904 | 0,52% | Acciones |
| BARCLAYS PLC | $3 558 780 | 105 196 | 0,51% | Acciones |
| Nuveen, LLC | $3 511 959 | 103 812 | 0,51% | Acciones |
| Russell Investments Group, Ltd. | $3 472 701 | 102 652 | 0,50% | Acciones |
| PALISADE CAPITAL MANAGEMENT, LP | $3 144 769 | 92 958 | 0,45% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $3 056 067 | 90 336 | 0,44% | Acciones |
| Foundry Partners, LLC | $2 977 746 | 56 665 | 0,43% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 958 400 | 87 449 | 0,43% | Acciones |
| Boston Partners | $2 856 880 | 84 448 | 0,41% | Acciones |
| Trexquant Investment LP | $2 821 253 | 83 395 | 0,41% | Acciones |
| Dana Investment Advisors, Inc. | $2 675 818 | 79 096 | 0,39% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $2 675 209 | 79 078 | 0,39% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2 475 307 | 73 169 | 0,36% | Acciones |
| SEI INVESTMENTS CO | $2 283 311 | 67 494 | 0,33% | Acciones |
| Public Sector Pension Investment Board | $2 173 205 | 64 239 | 0,31% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $2 163 158 | 63 942 | 0,31% | Acciones |
| FMR LLC | $1 966 293 | 58 123 | 0,28% | Acciones |
| JPMORGAN CHASE & CO | $1 824 796 | 54 036 | 0,26% | Acciones |
| State of New Jersey Common Pension Fund D | $1 743 361 | 51 533 | 0,25% | Acciones |
Informantes de la empresa 39 insiders · 18 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Janelle G. Frost | President & CEO | 12 de marzo de 2026 F | 129 531 | 0 | 0 | $0 |
| Guillermo A Ramos | EVP / Chief Financial Officer | 7 de mayo de 2026 A | · | 0 | 0 | $0 |
| Anastasios Omiridis | EVP-CFO | 20 de noviembre de 2025 S | 2 539 | 0 | 2 | $-100 456 |
| Neal Andrew Fuller | EVP-CFO | 23 de mayo de 2022 S | 20 787 | 0 | 0 | $0 |
| Michael F Grasher | EVP/CFO | 6 de mayo de 2015 D | 22 224 | 0 | 0 | $0 |
| Raymond F. Wise Jr. | EVP - CSO | 1 de agosto de 2026 M | 8 972 | 0 | 0 | $0 |
| Henry O Lestage IV | EVP / Chief Claims Officer | 27 de abril de 2026 A | · | 0 | 0 | $0 |
| Kathryn Housh Shirley | EVP - CAO | 12 de marzo de 2026 F | 24 751 | 0 | 0 | $0 |
| Vincent J. Gagliano | EVP - Chief Risk Officer | 12 de marzo de 2026 F | 31 523 | 0 | 0 | $0 |
| Andrew B. Mccray | EVP-CUO | 7 de junio de 2023 F | 10 378 | 0 | 0 | $0 |
| Allen C Bradley JR | Executive Chairman | 15 de marzo de 2016 S | 117 427 | 0 | 0 | $0 |
| Brendan Gau | Exec.VP & Chief Investment Of. | 9 de noviembre de 2015 M | 21 356 | 0 | 0 | $0 |
| Geoffrey R Banta | EVP/Corporate Development | 13 de noviembre de 2014 M | 1 490 | 0 | 0 | $0 |
| Craig P Leach | EVP, Sales and Marketing | 7 de noviembre de 2014 M | 1 015 | 0 | 0 | $0 |
| Todd Richard Walker | EVP/General Counsel | 8 de marzo de 2011 M | 7 624 | 0 | 0 | $0 |
| David O Narigon | EVP/Claims, Audit, and IT | 29 de febrero de 2008 A | 11 216 | 0 | 0 | $0 |
| Arthur L Hunt | Executive VP & General Counsel | 10 de marzo de 2006 A | 4 104 | 0 | 0 | $0 |
| Mark Reed Anderson | Executive Vice President | 23 de noviembre de 2005 A | · | 0 | 0 | $0 |
| Billy B Greer | Consejero | 10 de junio de 2026 A | 8 861 | 0 | 0 | $0 |
| Teri G. Fontenot | Consejero | 10 de junio de 2026 A | 14 008 | 0 | 0 | $0 |
| Randy Roach | Consejero | 10 de junio de 2026 A | 18 862 | 0 | 0 | $0 |
| Jared A Morris | Consejero | 10 de junio de 2026 A | 25 075 | 0 | 0 | $0 |
| Michael J Brown | Consejero | 10 de junio de 2026 A | 15 761 | 0 | 0 | $0 |
| Sean Traynor | Consejero | 10 de junio de 2026 A | 18 326 | 0 | 0 | $0 |
| Philip A Garcia | Consejero | 10 de junio de 2026 A | 27 243 | 0 | 0 | $0 |
| Millard E Morris | Consejero | 10 de junio de 2022 A | 15 907 | 0 | 0 | $0 |
| Daniel Phillips | Consejero | 8 de junio de 2018 A | 16 180 | 0 | 0 | $0 |
| Austin P Young | Consejero | 10 de junio de 2016 A | 3 914 | 0 | 0 | $0 |
| Thomas Winspear Hallagan | Consejero | 16 de junio de 2008 A | 42 795 | 0 | 0 | $0 |
| Paul B. Queally | Consejero | 16 de noviembre de 2006 S | 2 055 | 0 | 0 | $0 |
| Jonathan M Rather | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
| Anthony J Denicola | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
| Robert A Minicucci | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
| Thomas E Mcinerney | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
| Bruce K Anderson | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
| Russell L Carson | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
| Patrick J Welsh | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
| WELSH CARSON ANDERSON & STOWE VII LP ET AL | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
| WCAS HEALTHCARE PARTNERS L P | Propietario del 10% | 16 de noviembre de 2006 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 35 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 |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 0,54% | 86 NS | 31 de julio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,10% | 13 765 SH | 19 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,04% | 21 417 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 16 489 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,03% | 65 209 SH | 19 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,03% | 10 235 SH | 19 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 2 843 SH | 1 de octubre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 25 674 SH | 1 de octubre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 108 920 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,02% | 9 052 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 542 579 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 58 623 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 215 403 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 30 654 SH | 19 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,01% | 37 689 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2 099 SH | 11 de septiembre de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 5 478 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1 200 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 943 NS | 31 de julio de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,00% | 533 SH | 28 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,00% | 1 383 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 17 611 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 30 263 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 5 031 SH | 3 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 2 300 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 300 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 587 857 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 397 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 1 143 324 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 81 636 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 90 675 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 188 757 SH | 11 de septiembre de 2026 | Diario |
| IAK · iShares Trust | · | 9 964 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 2 593 SH | 31 de agosto de 2026 | Diario |
| SMMV · iShares Trust | · | 7 946 SH | 1 de septiembre de 2026 | Diario |
AMSF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 10 analistas
COMPRA
Objetivo mediano
$33.00
+39,9%
2 20,0%
Compra fuerte
4 40,0%
Compra
4 40,0%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
3 analistas · 2026-09-30Objetivo medio $35.67 +51,2%
← Por Debajo de Todos los Objetivos
Precio Actual $23.59
Mín$32.00
Media$35.67
Máx$42.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AMSF | $722M | 15.6 | 2.7% | 14.9% | 18.2% | · |
| DGICA | · | · | -1.2% | 8.1% | 12.7% | · |
| TIPT | $691M | 24.0 | -67.9% | 7157.2% | 7.2% | · |
| ITIC | $471M | 13.4 | 5.6% | 12.9% | 13.2% | · |
| AII | $408M | 3.7 | 35.3% | 36.0% | 31.2% | · |
| ACIC | $616M | 5.9 | 13.1% | 31.9% | 35.0% | · |
| GBLI | · | 16.2 | 2.0% | 5.6% | 3.6% | · |
| NODK | $273M | -26.6 | -12.3% | -3.6% | -4.3% | 24.5% |
| KWY | · | · | · | · | · | · |
| KINS | $242M | 5.8 | 38.5% | 19.0% | 37.5% | · |
| MBI | · | -2.0 | 90.5% | -221.2% | 8.2% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Jul 23, 2026