AN AutoNation, Inc. Common Stock

NYSE · Retail · Ver en SEC EDGAR ↗
$203,40
Precio · Ago 18, 2026
Fundamentales a fecha de Jul 31, 2026

Acerca de AutoNation, Inc. Common Stock Descripción general de la empresa de Wikipedia

AutoNation, Inc. is an American automotive retailer based in Fort Lauderdale, Florida, which provides new and pre-owned vehicles and associated services in the United States. The company was founded by Wayne Huizenga in 1996, starting with twelve AutoNation locations, and now has more than 300 retail outlets.

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AutoNation, Inc. is an American automotive retailer based in Fort Lauderdale, Florida, which provides new and pre-owned vehicles and associated services in the United States. The company was founded by Wayne Huizenga in 1996, starting with twelve AutoNation locations, and now has more than 300 retail outlets.

AutoNation continued growing by acquiring other companies in the car rental business such as National Car Rental, Spirit Rent-A-Car, Value Rent-A-Car, Snappy Car Rental and more.

In 2011, AutoNation was the first auto retailer in the United States to sell a total of eight million vehicles.

History

1996–2008

Before its acquisition by Republic Industries in 1997, but under the early division brand name "AutoNation", the company was a growing network of used automobile superstores. In 1995, H. Wayne Huizenga of Republic Industries became chairman of the board of directors and through Republic's ownership of AutoNation, sought to expand its business into used auto sales throughout the United States. Republic's sales for 1995 were $5.2 billion.

In 1996, Republic Industries began purchasing new car dealerships and offering long-term contracts to owners who joined the newly created automotive division of Republic Industries, which led to the company operating twelve retail locations under the "AutoNation" brand. Later that year, Alamo Rent A Car was purchased by Republic Industries for $625 million, and a 2-for-1 stock split in Republic stock was also completed.

In 1997, Republic continued its acquisitions in the car rental business with the purchase of National Car Rental, Spirit Rent-A-Car, Value Rent-A-Car, Snappy Car Rental, and EuroDollar Rent A Car. Huizenga had Republic start consolidating operations between new and used cars and its rental companies into one operation. Acquiring six Saturn dealerships in Arizona and Florida, Republic sold the dealerships to Saturn in 1997 because they did not generate enough sales, despite being a successful brand.

In 1997, the company acquired Maroone Automotive Group of Buffalo, New York and Florida for $200 million in Republic stock.

In an attempt to expand the company's electronic security division, the company offered to purchase ADT. The acquisition failed, and in October 1997, Republic sold its electronic security division.

Republic Industries offered in July 1998 an initial public offering of its original core waste disposal business as Republic Services and it was from this sale of 36% of Republic Services stock, the company netted $1.4 billion to be used to fund the new company being formed. As a result of this sale, the company changed its name to AutoNation to highlight its focus on the automobile industry.

In 1998, CarMax brought a lawsuit against Republic for copyright and trademark infringement. CarMax received a $50 million jury award in its lawsuit, but it was overturned on appeal in 1998.

In April 1998, competitor Drivers' Mart was purchased for $40 million. The remaining 64% of Republic Services was divested to Republic Industries shareholders in 1999. The company's first chief executive officer (CEO), Steve Berrard, eventually resigned from the company in July 1999.

Mike Jackson, the new CEO, previously of Mercedes Benz USA, moved to spin off the car rental business as "ANC Rental" and close all newly built "AutoNation USA" used car megastores, due to losses of $25 million per quarter. Plans to brand all automotive retail stores as "AutoNation stores" were cancelled. A rebranding of a more recognizable 'regional brand' focus was instituted.

In January 2003, Jackson was named chairman of the board, replacing Huizenga. On October 24, 2005, the AutoNation building in downtown Fort Lauderdale suffered significant damage due to Hurricane Wilma. The company has since transferred to another nearby building.

In 2006, Mike Jackson, CEO of AutoNation announced that his company would be reducing orders from the three major vehicle manufacturers as General Motors, Ford and Chrysler in 2007 and altered the company's purchase pattern to include purchasing more imported vehicles as BMW, Mercedes and Lexus, due to anticipated view of further market share losses by US automakers. resulting in high dealer

2009–present

In 2009, during the great recession, AutoNation announced a newly formed AutoNation Payment Protection program, promising that the dealership will buy back any car at market value, should the owner lose their job. By 2011, AutoNation was the first auto retailer in the U.S. to sell a total of 8 million vehicles.

In January 2013, AutoNation announced that it would replace localized brand names of its car retail operations with its own name. This re-branding across the US was supported and approved by the major automotive manufacturers, including GM, Ford, Chrysler, Nissan, Toyota, Honda, VW and Hyundai. It involved a total of 210 franchises operating under previously assigned local group names. In May 2013, AutoNation partnered with Indy Car Series Champion Ryan-Hunter Reay to support his "Racing for Cancer" charity. This charity served as a key component of the AutoNation cancer charity program which was founded as a 501(c)(3) charitable organization. In August 2013, AutoNation announced the sale of its 9 millionth vehicle which was a record achievement for the industry.

On April 11, 2017, USA Today wrote that AutoNation's CEO Mike Jackson questioned the market value of Tesla, the maker of electric cars, by saying that Tesla is "either one of the great Ponzi schemes of all time or it’s gonna work out." The previous day, Tesla passed General Motors as the most valuable American automotive manufacturer, measured by its market capitalization. Jackson also said, "Clearly General Motors is undervalued and Tesla is overvalued. Anybody can see that." In June 2017, AutoNation sold a total of 11 million vehicles. On November 2, 2017, AutoNation announced that Waymo, a developer of self-driving technology, enlisted AutoNation to maintain and repair their driverless vehicles fleet.

During the coronavirus pandemic, AutoNation faced criticism after reports in The Washington Post revealed that the company applied for at least $266 Million in SBA Paycheck Protection Program loan under the CARES Act in order to allow at least 7,000 employees who had been furloughed to return to work and received up to $95 Million in funds for its over 300 dealerships located throughout the United States. SBA Paycheck Protection Program loans were originated by commercial banks, credit unions, and other financial institutions; according to AutoNation's Form 8-K filed with the Securities and Exchange Commission on March 26, the company's "administrative agent" and lender as of the filing date was JPMorgan Chase Bank, N.A. On April 24, AutoNation announced that it would be returning $77 Million to J.P Morgan.

Cheryl Miller resigned her position as CEO for AutoNation in July 2020. She was replaced by Mike Jackson, who was to fill the role until April 2022. In November 2021, Mike Jackson retired from his 20 years service to AutoNation and was replaced by Mike Manley, previously Head of Americas at Stellantis N.V. and former CEO of Fiat Chrysler Automobiles.

On April 9, 2021, it was officially announced that AutoNation had reached a naming rights agreement for the stadium of Fort Lauderdale-based Inter Miami CF. The team's stadium became branded as DRV PNK Stadium, a tie-in with AutoNation's breast cancer awareness campaign.

In 2022, AutoNation sold its 14 millionth vehicle in the United States since its founding.

In January 2023, AutoNation acquired RepairSmith, a full-service mobile solution for automotive repair and maintenance, for $190 million.

== Revenue by product category ==

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

Wikidata ↗

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

Precio
$203.40
Capitalización Bursátil
$7.16B
P/E (TTM)
11.9
BPA (TTM)
$17.04
Ingresos (TTM)
$27.63B
Rendimiento div.
ROE
27.0%
Deuda/Capital
0.1
Rango 52S
$177 – $236

AN 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 $27.63B
10-point trend, +27.9%
2016-12-31 2025-12-31
BPA $17.04
10-point trend, +310.6%
2016-12-31 2025-12-31
Flujo de caja libre $-198M
10-point trend, -172.7%
2016-12-31 2025-12-31
Márgenes 2.4%
10-point trend, +16.8%
2016-12-31 2025-12-31

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

Métrica
Tendencia a 5 años
AN
Mediana de Pares
P/E (TTM)
5-point trend, +89.9%
11.9
19.7
P/S (TTM) (P/V (TTM))
5-point trend, -7.1%
0.3
0.5
P/B (P/C)
5-point trend, +0.9%
3.1
7.7
EV / EBITDA
5-point trend, +49.7%
5.9
Price / FCF (Precio / FCF)
5-point trend, -810.4%
-36.3

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

Métrica
Tendencia a 5 años
AN
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, -6.5%
17.9%
17.5%
Operating Margin (Margen Operativo)
5-point trend, -39.0%
4.5%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -55.7%
2.4%
3.0%
ROA
5-point trend, -67.5%
4.7%
5.1%
ROE
5-point trend, -53.5%
27.0%
28.6%
ROIC
5-point trend, -32.7%
35.8%

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

Métrica
Tendencia a 5 años
AN
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, -40.3%
0.1
Current Ratio (Ratio corriente)
5-point trend, -8.7%
0.8
0.9
Quick Ratio (Ratio Rápido)
5-point trend, -30.8%
0.1

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

Métrica
Tendencia a 5 años
AN
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +6.9%
3.2%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +6.9%
0.79%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +6.9%
6.3%
EPS YoY (EPS interanual)
5-point trend, -6.9%
0.71%
Net Income YoY (Beneficio Neto interanual)
5-point trend, -52.7%
-6.2%

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

Métrica
Tendencia a 5 años
AN
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, -6.9%
$17.04

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

Métrica
Tendencia a 5 años
AN
Mediana de Pares

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

Rendimiento por Dividendo
Ratio de Pago
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
3 de julio de 2000$0,6870
27 de abril de 1995$0,2500

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

COMPRA 23 analistas
  • Compra fuerte 7 30,4%
  • Compra 12 52,2%
  • Mantener 4 17,4%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

13 analistas · 2026-08-18
Objetivo mediano $248.00 +21,9%
Objetivo medio $246.69 +21,3%

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

Sorpresa Media
0.14%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $5.56 $5.66 -0.10%
31 de marzo de 2026 $4.69 $4.64 0.05%
31 de diciembre de 2025 $5.08 $5.00 0.08%
30 de septiembre de 2025 $5.01 $4.97 0.04%
30 de junio de 2025 $5.46 $4.85 0.61%
31 de marzo de 2025 $4.68 $4.55 0.13%

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

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
AN $7.27B 12.1 3.2% 2.4% 27.0% 17.9%
AZO $69.97B 29.0 2.4% 13.2% -63.5% 52.6%
PAG $10.41B 11.2 -0.18% 2.9% 17.1% 16.4%
MUSA 16.7 -4.2% 2.4% 74.1%
KMX $6.12B 25.7 -1.8% 0.96% 4.1% 10.8%
LAD $7.81B 10.3 4.0% 2.2% 12.4% 15.2%
VVV $4.56B 21.9 5.6% 12.3% 71.8% 38.5%
ABG 9.3 4.7% 2.7% 12.8% 17.1%
AAP $2.33B 53.3 -5.4% 0.51% 2.0% 43.4%
GPI $9.81B 15.6 13.2% 1.4% 11.0% 16.1%
SAH 18.1 6.5% 0.78% 11.3% 15.7%

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

Estado de resultados 15
Datos anuales de Estado de resultados para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +44.6% $27.63B $26.77B $26.95B $26.98B $25.84B $20.39B $21.34B $21.41B $21.53B $21.61B $20.86B $19.11B
Cost of Revenue 12-point trend, +40.7% $22.68B $21.98B $21.82B $21.72B $20.89B $16.82B $17.81B $18.02B $18.18B $18.30B $17.60B $16.12B
Gross Profit 12-point trend, +65.6% $4.95B $4.79B $5.13B $5.27B $4.95B $3.57B $3.52B $3.40B $3.36B $3.31B $3.26B $2.99B
SG&A Expense 12-point trend, +61.7% $3.36B $3.26B $3.25B $3.03B $2.88B $2.42B $2.56B $2.51B $2.44B $2.35B $2.26B $2.08B
Operating Income 12-point trend, +51.1% $1.24B $1.31B $1.65B $2.02B $1.90B $563M $824M $778M $843M $890M $873M $821M
Interest Income 7-point trend, +50.0% · · · · · $300.0K $500.0K $1M $1M $1M $100.0K $200.0K
Other Non-op 12-point trend, +362.1% $13M $10M $24M $-15M $24M $144M $34M $200.0K $9M $4M $-1M $3M
Pretax Income 12-point trend, +29.6% $884M $917M $1.35B $1.83B $1.81B $550M $613M $529M $636M $702M $723M $682M
Income Tax 12-point trend, -10.3% $235M $224M $330M $456M $435M $168M $162M $134M $202M $271M $279M $262M
Net Income 12-point trend, +55.0% $649M $692M $1.02B $1.38B $1.37B $382M $450M $396M $435M $430M $443M $419M
EPS (Basic) 12-point trend, +383.5% $17.26 $17.09 $22.89 $24.47 $18.50 $4.32 $4.99 $4.36 $4.44 $4.18 $3.93 $3.57
EPS (Diluted) 12-point trend, +384.1% $17.04 $16.92 $22.74 $24.29 $18.31 $4.30 $4.97 $4.34 $4.43 $4.15 $3.89 $3.52
Shares (Basic) 12-point trend, -67.9% 37,600,000 40,500,000 44,600,000 56,300,000 74,200,000 88,300,000 90,100,000 90,900,000 97,800,000 103,100,000 112,700,000 117,300,000
Shares (Diluted) 12-point trend, -68.0% 38,100,000 40,900,000 44,900,000 56,700,000 75,000,000 88,700,000 90,500,000 91,300,000 98,200,000 103,800,000 113,900,000 118,900,000
EBITDA 12-point trend, +51.1% $1.24B $1.31B $1.65B $2.02B $1.90B $563M $824M $778M $843M $890M $873M $821M
Balance general 25
Datos anuales de Balance general para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -22.3% $59M $60M $61M $73M $60M $570M $42M $49M $69M $65M $74M $75M
Receivables 12-point trend, -15.2% $693M $774M $762M $634M $540M $595M $662M $707M $1.11B $1.03B $908M $818M
Inventory 12-point trend, +17.5% $3.40B $3.36B $3.03B $2.05B $1.85B $2.60B $3.31B $3.65B $3.37B $3.52B $3.61B $2.90B
Other Current Assets 12-point trend, +13.9% $236M $212M $172M $158M $173M $139M $147M $209M $252M $97M $115M $207M
Current Assets 12-point trend, +16.2% $4.65B $4.70B $4.31B $3.14B $2.81B $4.15B $4.41B $4.88B $4.80B $4.71B $4.71B $4.00B
PP&E (Net) 12-point trend, +63.3% $3.96B $3.79B $3.79B $3.61B $3.42B $3.14B $3.17B $3.16B $2.96B $2.84B $2.67B $2.42B
PP&E (Gross) 12-point trend, +91.6% $6.42B $6.11B $5.92B $5.54B $5.20B $4.79B $4.66B $4.49B $4.17B $3.94B $3.68B $3.35B
Accum. Depreciation 12-point trend, +168.7% $2.50B $2.32B $2.13B $1.94B $1.78B $1.65B $1.48B $1.33B $1.21B $1.09B $1.01B $930M
Goodwill 12-point trend, +7.2% $1.41B $1.45B $1.47B $1.32B $1.24B $1.19B $1.50B $1.51B $1.51B $1.51B $1.39B $1.31B
Intangibles 12-point trend, +190.1% $1.03B $906M $928M $837M $744M $522M $582M $595M $587M $598M $440M $355M
Other Non-current Assets 12-point trend, +143.8% $754M $705M $693M $531M $450M $580M $541M $517M $410M $392M $337M $309M
Total Assets 12-point trend, +71.4% $14.39B $13.00B $11.98B $10.06B $8.94B $9.89B $10.54B $10.67B $10.27B $10.06B $9.55B $8.39B
Accounts Payable 12-point trend, +39.7% $370M $377M $345M $328M $396M $335M $290M $306M $310M $304M $300M $265M
Short-term Debt 12-point trend, +200000000.00 $200M $630M $440M $50M $340M $0 $170M $630M $330M $942M $600M $0
Current Liabilities 12-point trend, +42.7% $5.54B $6.31B $5.58B $3.41B $3.06B $4.17B $5.10B $5.66B $5.64B $5.83B $5.17B $3.88B
Capital Leases 8-point trend, +431800000.00 $432M $357M $363M $297M $260M $286M $305M $0 · · · ·
Deferred Tax 12-point trend, +35.8% $94M $83M $85M $76M $78M $96M $135M $90M $72M $92M $79M $69M
Other Non-current Liabilities 12-point trend, +95.3% $399M $381M $360M $333M $322M $311M $262M $275M $235M $218M $208M $204M
Total Debt 11-point trend, -66.6% $200M $630M $440M $50M $340M $0 $170M $630M $330M $942M $600M ·
Common Stock 12-point trend, -62.5% $600.0K $600.0K $600.0K $600.0K $800.0K $1M $1M $1M $1M $1M $1M $2M
Retained Earnings 12-point trend, +59.1% $5.98B $5.33B $4.64B $3.66B $4.64B $4.07B $3.69B $3.24B $2.83B $3.13B $2.70B $3.76B
Treasury Stock 12-point trend, +109.8% $3.67B $2.90B $2.45B $1.62B $2.27B $888M $563M $544M $468M $842M $360M $1.75B
Stockholders' Equity 12-point trend, +13.0% $2.34B $2.46B $2.21B $2.05B $2.38B $3.24B $3.16B $2.72B $2.37B $2.31B $2.35B $2.07B
Liabilities + Equity 12-point trend, +71.3% $14.39B $13.00B $11.98B $10.06B $8.94B $9.89B $10.54B $10.67B $10.27B $10.06B $9.55B $8.40B
Shares Outstanding 12-point trend, -68.9% 35,200,000 39,000,000 41,600,000 47,600,000 62,600,000 83,500,000 89,300,000 90,000,000 91,600,000 100,700,000 110,800,000 113,300,000
Flujo de Efectivo 11
Datos anuales de Flujo de Efectivo para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +76.8% $46M $36M $40M $32M $35M $30M $31M $26M $21M $25M $24M $26M
Deferred Tax 11-point trend, -140.0% · $-4M $19M $800.0K $-17M $-39M $46M $11M $-22M $4M $10M $10M
Operating Cash Flow 12-point trend, -76.9% $112M $315M $724M $1.67B $1.63B $1.21B $769M $511M $540M $516M $507M $485M
CapEx 12-point trend, +47.9% $309M $328M $410M $329M $216M $156M $269M $401M $313M $244M $248M $209M
Investing Cash Flow 12-point trend, -82.7% $-687M $12M $-570M $-479M $-460M $-74M $-116M $-295M $-227M $-493M $-509M $-376M
Stock Repurchased 12-point trend, +62.3% $792M $460M $874M $1.70B $2.32B $367M $45M $100M $435M $497M $237M $488M
Net Stock Activity 12-point trend, -62.3% $-792M $-460M $-874M $-1.70B $-2.32B $-367M $-45M $-100M $-436M $-499M $-237M $-488M
Financing Cash Flow 12-point trend, +641.8% $558M $-301M $-172M $-1.15B $-1.68B $-607M $-660M $-237M $-307M $-36M $900.0K $-103M
Net Change in Cash 12-point trend, -383.9% $-18M $26M $-18M $35M $-509M $527M $-7M $-22M $6M $-13M $-1M $6M
Taxes Paid 12-point trend, +31.3% $296M $149M $301M $482M $458M $190M $108M $210M $127M $266M $279M $225M
Free Cash Flow 12-point trend, -171.6% $-198M $-14M $314M $1.34B $1.41B $1.05B $500M $124M $230M $272M $260M $276M
Rentabilidad 8
Datos anuales de Rentabilidad para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +14.5% 17.9% 17.9% 19.0% 19.5% 19.2% 17.5% 16.5% 15.9% 15.6% 15.3% 15.6% 15.6%
Operating Margin 12-point trend, +4.4% 4.5% 4.9% 6.1% 7.5% 7.4% 2.8% 3.9% 3.6% 3.9% 4.1% 4.2% 4.3%
Net Margin 12-point trend, +7.3% 2.4% 2.6% 3.8% 5.1% 5.3% 1.9% 2.1% 1.8% 2.0% 2.0% 2.1% 2.2%
Pretax Margin 12-point trend, -10.4% 3.2% 3.4% 5.0% 6.8% 7.0% 2.7% 2.9% 2.5% 3.0% 3.2% 3.5% 3.6%
EBITDA Margin 12-point trend, +4.4% 4.5% 4.9% 6.1% 7.5% 7.4% 2.8% 3.9% 3.6% 3.9% 4.1% 4.2% 4.3%
ROA 12-point trend, -7.6% 4.7% 5.5% 9.3% 14.5% 14.6% 3.7% 4.2% 3.8% 4.3% 4.4% 4.9% 5.1%
ROE 12-point trend, +33.2% 27.0% 28.7% 46.9% 64.0% 58.0% 11.6% 14.6% 14.8% 18.6% 18.5% 20.0% 20.3%
ROIC 12-point trend, +46.9% 35.8% 31.9% 47.1% 72.5% 53.2% 12.1% 18.2% 17.4% 21.3% 16.8% 18.2% 24.4%
Liquidez y Solvencia 3
Datos anuales de Liquidez y Solvencia para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -18.6% 0.8 0.7 0.8 0.9 0.9 1.0 0.9 0.9 0.9 0.8 0.9 1.0
Quick Ratio 12-point trend, -41.0% 0.1 0.1 0.1 0.2 0.2 0.3 0.1 0.1 0.2 0.2 0.2 0.2
Debt / Equity 11-point trend, -66.5% 0.1 0.3 0.2 0.0 0.1 0.0 0.1 0.2 0.1 0.4 0.3 ·
Eficiencia 3
Datos anuales de Eficiencia para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -13.9% 2.0 2.1 2.4 2.8 2.7 2.0 2.0 2.0 2.1 2.2 2.3 2.3
Inventory Turnover 12-point trend, +19.1% 6.7 6.9 8.6 11.1 9.4 5.7 5.1 5.1 5.3 5.1 5.4 5.6
Receivables Turnover 12-point trend, +53.6% 37.7 34.9 38.6 46.0 45.5 32.4 31.2 27.4 20.1 22.3 24.2 24.5
Por Acción 5
Datos anuales de Por Acción para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +263.7% $66.51 $63.01 $53.16 $43.02 $37.97 $38.75 $35.41 $30.18 $25.87 $22.94 $21.20 $18.29
Revenue / Share 12-point trend, +351.3% $725.23 $654.41 $600.20 $475.93 $344.59 $229.88 $235.75 $234.53 $219.29 $208.18 $183.16 $160.71
Cash Flow / Share 12-point trend, -28.0% $2.94 $7.69 $16.12 $29.42 $21.70 $13.61 $8.50 $5.60 $5.50 $4.97 $4.45 $4.08
Cash / Share 12-point trend, +150.2% $1.66 $1.53 $1.46 $1.53 $0.96 $6.82 $0.47 $0.54 $0.76 $0.64 $0.67 $0.67
EPS (TTM) 12-point trend, +384.1% $17.04 $16.92 $22.74 $24.29 $18.31 $4.30 $4.97 $4.34 $4.43 $4.15 $3.89 $3.52
Tasas de Crecimiento 9
Datos anuales de Tasas de Crecimiento para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -87.9% 3.2% -0.68% -0.13% 4.4% 26.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -91.9% 0.79% 1.2% 9.7% · · · · · · · · ·
Revenue CAGR 5Y 6.3% · · · · · · · · · · ·
EPS YoY 5-point trend, -99.8% 0.71% -25.6% -6.4% 32.7% 325.8% · · · · · · ·
EPS CAGR 3Y 3-point trend, -115.0% -11.2% -2.6% 74.2% · · · · · · · · ·
EPS CAGR 5Y 31.7% · · · · · · · · · · ·
Net Income YoY 5-point trend, -102.4% -6.2% -32.2% -25.9% 0.32% 259.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -157.1% -22.2% -20.4% 38.8% · · · · · · · · ·
Net Income CAGR 5Y 11.2% · · · · · · · · · · ·
Valoración (TTM) 14
Datos anuales de Valoración (TTM) para AN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +44.6% $27.63B $26.77B $26.95B $26.98B $25.84B $20.39B $21.34B $21.41B $21.53B $21.61B $20.86B $19.11B
Net Income TTM 12-point trend, +55.0% $649M $692M $1.02B $1.38B $1.37B $382M $450M $396M $435M $430M $443M $419M
Market Cap 12-point trend, +6.2% $7.27B $6.62B $6.25B $5.11B $7.31B $5.83B $4.34B $3.21B $4.70B $4.90B $6.61B $6.84B
Enterprise Value 11-point trend, +3.8% $7.41B $7.19B $6.63B $5.08B $7.59B $5.26B $4.47B $3.79B $4.96B $5.78B $7.14B ·
P/E 12-point trend, -29.4% 12.1 10.0 6.6 4.4 6.4 16.2 9.8 8.2 11.6 11.7 15.3 17.2
P/S 12-point trend, -26.6% 0.3 0.2 0.2 0.2 0.3 0.3 0.2 0.2 0.2 0.2 0.3 0.4
P/B 12-point trend, -6.0% 3.1 2.7 2.8 2.5 3.1 1.8 1.4 1.2 2.0 2.1 2.8 3.3
P / Tangible Book 3-point trend, +1664.6% · 67.2 · · 18.4 3.8 · · · · · ·
P / Cash Flow 12-point trend, +360.3% 65.0 21.0 8.6 3.1 4.5 4.8 5.6 6.3 8.7 9.5 13.0 14.1
P / FCF 12-point trend, -248.3% -36.8 -480.0 19.9 3.8 5.2 5.5 8.7 25.9 20.4 18.0 25.5 24.8
EV / EBITDA 11-point trend, -26.9% 6.0 5.5 4.0 2.5 4.0 9.3 5.4 4.9 5.9 6.5 8.2 ·
EV / FCF 11-point trend, -236.5% -37.5 -521.3 21.1 3.8 5.4 5.0 8.9 30.6 21.6 21.3 27.5 ·
EV / Revenue 11-point trend, -21.6% 0.3 0.3 0.2 0.2 0.3 0.3 0.2 0.2 0.2 0.3 0.3 ·
Earnings Yield 12-point trend, +41.5% 8.2% 10.0% 15.1% 22.6% 15.7% 6.2% 10.2% 12.2% 8.6% 8.5% 6.5% 5.8%

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

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $27.63B$26.77B$26.95B$26.98B$25.84B
Margen Bruto % 17.9%17.9%19.0%19.5%19.2%
Margen Operativo % 4.5%4.9%6.1%7.5%7.4%
Beneficio neto $649M$692M$1.02B$1.38B$1.37B
EPS Diluido $17.04$16.92$22.74$24.29$18.31
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio 0.10.30.20.00.1
Ratio corriente 0.80.70.80.90.9
Ratio Rápido 0.10.10.10.20.2
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $-198M$-14M$314M$1.34B$1.41B

Últimas noticias Noticias recientes que mencionan a esta empresa

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Propietarios institucionales (13F) 541 declarantes · $3.0B 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
64 (-4 vs trimestre anterior) 60 (-9 vs trimestre anterior) 149 (-20 vs trimestre anterior) 192 (+13 vs trimestre anterior) +2.0M

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
Brave Warrior Advisors, LLC $283 166 998 1 524 124 9,52% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $262 239 984 1 411 486 8,82% Acciones
DIMENSIONAL FUND ADVISORS LP $255 721 542 1 376 402 8,60% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $253 201 858 1 362 839 8,51% Acciones
STATE STREET CORP $161 416 396 868 811 5,43% Acciones
Alyeska Investment Group, L.P. $134 163 790 722 126 4,51% Acciones
GEODE CAPITAL MANAGEMENT, LLC $70 965 020 381 848 2,39% Acciones
LYRICAL ASSET MANAGEMENT LP $66 962 060 360 418 2,25% Acciones
GAMCO INVESTORS, INC. ET AL $58 898 774 317 018 1,98% Acciones
NORGES BANK $57 184 676 307 792 1,92% Acciones
D. E. Shaw & Co., Inc. $56 303 474 303 049 1,89% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $54 369 586 292 640 1,83% Acciones
GABELLI FUNDS LLC $43 354 097 233 350 1,46% Acciones
Simcoe Capital Management, LLC $42 038 703 226 270 1,41% Acciones
HORIZON KINETICS ASSET MANAGEMENT LLC $39 557 879 212 917 1,33% Acciones
VANGUARD GROUP INC $35 491 434 171 888 1,19% Acciones
FMR LLC $34 174 398 183 941 1,15% Acciones
WEDGE CAPITAL MANAGEMENT L L P/NC $33 751 472 172 854 1,13% Acciones
GREATMARK INVESTMENT PARTNERS, INC. $31 203 988 167 953 1,05% Acciones
VANGUARD FIDUCIARY TRUST CO $30 476 248 164 036 1,02% Acciones
AMERICAN CENTURY COMPANIES INC $27 145 591 146 109 0,91% Acciones
FULLER & THALER ASSET MANAGEMENT, INC. $26 870 078 144 626 0,90% Acciones
Gotham Asset Management, LLC $25 764 057 138 673 0,87% Acciones
Allianz Asset Management GmbH $24 662 508 132 744 0,83% Acciones
PRUDENTIAL FINANCIAL INC $22 325 270 120 164 0,75% Acciones
GOLDMAN SACHS GROUP INC $21 526 187 115 863 0,72% Acciones
Qube Research & Technologies Ltd $21 052 236 113 312 0,71% Acciones
Covalis Capital LLP $20 862 545 112 291 0,70% Acciones
BANK OF AMERICA CORP /DE/ $20 441 731 110 026 0,69% Acciones
Quantinno Capital Management LP $16 641 578 89 571 0,56% Acciones
BNP PARIBAS FINANCIAL MARKETS $15 770 041 84 881 0,53% Acciones
Squarepoint Ops LLC $15 184 617 81 730 0,51% Acciones
RHUMBLINE ADVISERS $14 620 312 78 693 0,49% Acciones
PRIVATE MANAGEMENT GROUP INC $14 469 139 77 879 0,49% Acciones
ADAGE CAPITAL PARTNERS GP, L.L.C. $13 934 250 75 000 0,47% Acciones
BlackRock, Inc. $13 823 148 74 402 0,46% Acciones
Woodline Partners LP $13 563 599 73 005 0,46% Acciones
Schonfeld Strategic Advisors LLC $13 357 370 71 895 0,45% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13 341 580 71 810 0,45% Acciones
BARCLAYS PLC $13 039 672 70 185 0,44% Acciones
Retirement Systems of Alabama $12 554 388 67 573 0,42% Acciones
ALLIANCEBERNSTEIN L.P. $12 258 618 62 781 0,41% Acciones
Brandywine Global Investment Management, LLC $11 824 903 57 269 0,40% Acciones
Mountain Lake Investment Management LLC $10 823 568 58 257 0,36% Acciones
PRINCIPAL FINANCIAL GROUP INC $10 535 965 56 709 0,35% Acciones
California Public Employees Retirement System $9 951 841 53 565 0,33% Acciones
Mitsubishi UFJ Trust & Banking Corp $9 653 463 51 959 0,32% Acciones
Swiss National Bank $9 605 343 51 700 0,32% Acciones
AMERIPRISE FINANCIAL INC $9 102 781 48 995 0,31% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8 843 604 47 600 0,30% Opción de venta
INVESTMENT HOUSE LLC $8 486 887 45 680 0,29% Acciones
ING GROEP NV $8 348 659 44 936 0,28% Acciones
LPL Financial LLC $8 047 011 43 312 0,27% Acciones
Mariner, LLC $7 421 097 39 940 0,25% Acciones
Engineers Gate Manager LP $7 316 224 39 379 0,25% Acciones
CHILTON INVESTMENT CO INC. $6 960 251 37 463 0,23% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $6 839 116 36 811 0,23% Acciones
FIRST TRUST ADVISORS LP $6 754 395 36 355 0,23% Acciones
MERCER GLOBAL ADVISORS INC /ADV $6 753 480 36 350 0,23% Acciones
STOREBRAND ASSET MANAGEMENT AS $6 617 840 35 620 0,22% Acciones
CITADEL ADVISORS LLC $6 610 222 35 579 0,22% Acciones
Susquehanna Portfolio Strategies, LLC $6 551 699 35 264 0,22% Acciones
S.A.C. Capital Advisors (Hong Kong) Ltd. $6 340 101 28 981 0,21% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $6 238 166 31 948 0,21% Acciones
Nuveen Asset Management, LLC $6 185 063 36 417 0,21% Acciones
TWO SIGMA INVESTMENTS, LP $5 827 489 31 366 0,20% Acciones
RAYMOND JAMES FINANCIAL INC $5 724 654 30 813 0,19% Acciones
Numerai GP LLC $5 527 996 29 754 0,19% Acciones
Cubist Systematic Strategies, LLC $5 391 809 24 646 0,18% Acciones
INTECH INVESTMENT MANAGEMENT LLC $5 294 273 28 496 0,18% Acciones
Nuveen, LLC $5 275 135 28 393 0,18% Acciones
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $5 221 256 28 103 0,18% Acciones
JB Capital LLC $5 211 423 28 050 0,18% Acciones
Livforsakringsbolaget Skandia, Omsesidigt $5 203 679 26 650 0,17% Acciones
VOLORIDGE INVESTMENT MANAGEMENT, LLC $4 947 402 26 629 0,17% Acciones
IEQ CAPITAL, LLC $4 849 491 26 102 0,16% Acciones
Garner Asset Management Corp $4 749 907 24 751 0,16% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $4 745 077 25 540 0,16% Acciones
HCR Wealth Advisors $4 517 205 24 313 0,15% Acciones
PECAUT & CO. $4 379 070 23 570 0,15% Acciones
Hudson Bay Capital Management LP $4 213 903 22 681 0,14% Acciones
NEUBERGER BERMAN GROUP LLC $4 199 049 22 601 0,14% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $4 160 395 22 393 0,14% Acciones
Campbell & CO Investment Adviser LLC $4 081 435 21 968 0,14% Acciones
CONSCIOUS WEALTH INVESTMENTS, LLC $4 072 895 20 521 0,14% Acciones
FIFTH THIRD BANCORP $3 930 272 21 154 0,13% Acciones
Dana Investment Advisors, Inc. $3 886 169 20 917 0,13% Acciones
Prosperitas Financial LLC $3 766 864 19 292 0,13% Acciones
Vanguard Global Advisers, LLC $3 753 330 20 202 0,13% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $3 672 325 19 766 0,12% Acciones
MMCAP International Inc. SPC $3 663 407 19 718 0,12% Acciones
EVOLVE PRIVATE WEALTH, LLC $3 600 610 19 380 0,12% Acciones
Grove Bank & Trust $3 530 010 19 000 0,12% Acciones
Trexquant Investment LP $3 493 038 18 801 0,12% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $3 473 716 18 697 0,12% Acciones
CWM, LLC $3 312 976 16 967 0,11% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3 294 953 22 081 0,11% Acciones
CITADEL ADVISORS LLC $3 269 904 17 600 0,11% Opción de venta
Bridgewater Associates, LP $3 207 664 17 265 0,11% Acciones
HITE Hedge Asset Management LLC $3 157 315 16 994 0,11% Acciones

Informantes de la empresa 59 insiders · 30 directivos · 27 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Michael Mark Manley CEO and Director 1 de marzo de 2026 A 151 586 0 0 $0
Michael J Jackson CEO and Director 25 de octubre de 2021 M 115 285 0 0 $0
Cheryl Scully CEO and President, Director 1 de marzo de 2020 M 40 383 0 0 $0
Carl C Liebert III CEO and President 15 de mayo de 2019 P 2 575 0 0 $0
Joseph T Lower EVP & CFO 31 de julio de 2023 S 16 075 0 0 $0
Michael J Short EVP and CFO 2 de diciembre de 2013 A 26 579 0 0 $0
Craig T Monaghan EVP, CFO 7 de agosto de 2006 M 10 000 0 0 $0
James R Bender President and COO 1 de marzo de 2022 M 28 090 0 0 $0
Michael E Maroone Director, President and COO 11 de diciembre de 2014 S 1 311 147 0 0 $0
Jeff Parent COO 1 de marzo de 2026 A 4 161 0 0 $0
Gianluca Camplone COO, AN Parts & EVP, Bus Dev 1 de marzo de 2026 A 33 340 0 0 $0
David L Koehler COO, Non-Franchised Business 1 de marzo de 2025 A 15 919 0 0 $0
Steve Kwak COO Franchised Business 8 de marzo de 2023 M 7 955 0 0 $0
Lance E Iserman EVP, Sales & COO 1 de junio de 2018 F 5 583 0 0 $0
William R Berman EVP and COO 8 de junio de 2016 S 1 814 0 0 $0
Kimberly Dees SVP & CAO 5 de mayo de 2026 S 1 456 0 1 $-512 250
Coleman C Edmunds EVP, Gen Counsel & Corp Sec 1 de marzo de 2026 A 30 521 0 0 $0
Lisa Esparza EVP and CHIEF HR OFFICER 1 de marzo de 2025 A 1 629 0 0 $0
Marc G Cannon EVP & Chief Cust Exp Officer 9 de marzo de 2023 S 18 279 0 0 $0
Christopher Cade SVP and CAO 12 de diciembre de 2022 F 0 0 0 $0
Scott H Arnold EVP-Cust Care/Brand Extensions 1 de marzo de 2019 M 9 248 0 0 $0
Thomas M Conophy EVP and CTO 31 de octubre de 2018 F 8 410 0 0 $0
Donna L Parlapiano EVP, Franchise Ops/M&A/RE 1 de junio de 2018 F 13 249 0 0 $0
Dennis G Berger EVP & CHIEF HR OFFICER 2 de abril de 2018 A 0 0 $0
Jonathan P Ferrando EVP - GC, Corp Dev & HR 16 de marzo de 2017 S 33 000 0 0 $0
Alan J Mclaren SVP, Customer Care 31 de julio de 2015 M 15 801 0 0 $0
Michael J Stephan VP - Corporate Controller 2 de marzo de 2015 A 4 597 0 0 $0
Kevin P Westfall SVP - Sales 1 de septiembre de 2011 A 8 598 0 0 $0
Alex J Mcallister VP - Corporate Controller 12 de febrero de 2007 M 0 0 0 $0
Peter C Smith SVP - Human Resources 3 de noviembre de 2003 M 1 457 0 0 $0
Jacqueline A Travisano Consejero 2 de enero de 2026 A 8 889 0 0 $0
Norman K. Jenkins Consejero 2 de enero de 2026 A 12 560 0 0 $0
Claire M. Bennett Consejero 2 de enero de 2026 A 2 707 0 0 $0
George Lawrence Mikan III Consejero 2 de enero de 2026 A 22 170 0 0 $0
David B Edelson Consejero 2 de enero de 2026 A 51 500 0 0 $0
Robert R Grusky Consejero 2 de enero de 2026 A 47 302 0 0 $0
Rick L Burdick Consejero 2 de enero de 2026 A 22 434 0 0 $0
Steven L Gerard Consejero 3 de enero de 2022 A 11 973 0 0 $0
Thomas J Baltimore Jr Consejero 4 de enero de 2021 A 8 781 0 0 $0
Kaveh Khosrowshahi Consejero 2 de enero de 2019 A 21 030 0 0 $0
Tomago Collins Consejero 2 de enero de 2019 A 26 030 0 0 $0
Alison H Rosenthal Consejero 2 de enero de 2019 A 31 030 0 0 $0
Karen C Francis Consejero 2 de enero de 2018 A 10 337 0 0 $0
Michael Larson Consejero 2 de enero de 2018 A 27 096 0 0 $0
Robert J Brown Consejero 4 de enero de 2016 A 14 459 0 0 $0
Carlos A Migoya Consejero 2 de enero de 2015 A 25 150 0 0 $0
William C Crowley Consejero 1 de marzo de 2013 A 0 0 0 $0
Kim C Goodman Consejero 4 de enero de 2010 A 4 375 0 0 $0
Irene B Rosenfeld Consejero 23 de febrero de 2007 M 8 000 0 0 $0
BRYAN J P Consejero 3 de enero de 2006 A 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 18 tenencias

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
Cascade Investment, L.L.C., William H. Gates III ×31 presentaciones 5 de mayo de 2026 21,10% Enmienda SEC
AutoNation, Inc., Auto Holdings, LLC ×3 presentaciones 21 de enero de 2026 0,00% Enmienda SEC
ESL Partners, L.P., RBS Partners, L.P., ESL Investments, Inc., The Lampert Foundation, Edward S. Lampert ×56 presentaciones 8 de septiembre de 2025 4,60% Enmienda SEC
ESL Partners, L.P. (2), ESL Investors, L.L.C. (2), SPE II Partners, LP (2), SPE Master II, LP (2), RBS Partners, L.P. (2), ESL Institutional Partners, L.P. (2), RBS Investment Management, L.L.C. (2), CBL Partners, L.P. (2), ESL Investments, Inc. (2), Edward S. Lampert (2) 28 de noviembre de 2012 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 26 de marzo de 2007 Presentación inicial Campaña de la junta directiva SEC
ESL Partners, L.P., a Delaware limited partnership, ESL Institutional Partners, L.P., a Delaware limited partnership, ESL Investors, L.L.C., a Delaware limited liability company, ESL Investments, Inc., a Delaware corporation, CBL Partners, L.P., a Delaware limited partnership, Tynan, LLC, a Delaware limited liability company, ESL Investment Management, L.P., a Delaware limited partnership, RBS Partners, L.P., a Delaware limited partnership, RBS Investment Management, LLC, a Delaware limited liability company, Edward S. Lampert, William C. Crowley ×4 presentaciones 28 de febrero de 2007 Presentación inicial Campaña de la junta directiva SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 10 de mayo de 2006 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 20 de abril de 2006 Presentación inicial M&A / venta SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 7 de marzo de 2006 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 3 de julio de 2003 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 4 de junio de 2002 Presentación inicial Inversión pasiva SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 30 de enero de 2002 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 19 de noviembre de 2001 Presentación inicial Inversión pasiva SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 7 de noviembre de 2001 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 7 de noviembre de 2001 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 109 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
XMVM · Invesco Exchange-Traded Fund Trust 1,99% 48 300 SH 8 de agosto de 2026 Diario
RWK · Invesco Exchange-Traded Fund Trust … 1,17% 75 691 SH 8 de agosto de 2026 Diario
RFV · Invesco Exchange-Traded Fund Trust 1,13% 18 333 SH 8 de agosto de 2026 Diario
RETL · Direxion Shares ETF Trust 1,10% 1 636 NS 30 de abril de 2026 N-PORT
FXD · First Trust Exchange-Traded AlphaDE… 0,90% 11 189 NS 30 de abril de 2026 N-PORT
TAX · EA Series Trust 0,86% 1 165 NS 29 de mayo de 2026 N-PORT
PAMC · Pacer Funds Trust 0,60% 1 769 NS 30 de abril de 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,46% 4 663 NS 30 de abril de 2026 N-PORT
MILN · Global X Funds 0,39% 2 004 NS 31 de mayo de 2026 N-PORT
SMDX · Tidal Trust III 0,35% 2 043 NS 30 de abril de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,34% 221 211 NS 30 de abril de 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,32% 6 622 NS 30 de abril de 2026 N-PORT
IJJ · iShares Trust 0,30% 127 650 SH 8 de agosto de 2026 Diario
FNX · First Trust Exchange-Traded AlphaDE… 0,30% 18 637 NS 30 de abril de 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,27% 21 551 SH 8 de agosto de 2026 Diario
IQSM · New York Life Investments ETF Trust 0,24% 3 584 NS 30 de abril de 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,23% 323 NS 31 de marzo de 2026 N-PORT
MIDE · DBX ETF Trust 0,20% 35 NS 29 de mayo de 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,19% 15 903 SH 8 de agosto de 2026 Diario
FBCV · FIDELITY COVINGTON TRUST 0,18% 1 354 NS 30 de abril de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 17 637 NS 30 de abril de 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 5 829 NS 30 de abril de 2026 N-PORT
XJH · iShares Trust 0,17% 3 387 SH 8 de agosto de 2026 Diario
PTMC · Pacer Funds Trust 0,16% 2 988 NS 30 de abril de 2026 N-PORT
ISCV · iShares Trust 0,16% 5 332 SH 8 de agosto de 2026 Diario
AVMV · AMERICAN CENTURY ETF TRUST 0,16% 5 322 NS 31 de mayo de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,16% 106 047 NS 30 de abril de 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,16% 3 363 SH 8 de agosto de 2026 Diario
EBI · RBB Fund Trust 0,16% 5 557 NS 31 de mayo de 2026 N-PORT
GMOV · GMO ETF Trust 0,16% 767 NS 31 de mayo de 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,16% 4 562 NS 30 de abril de 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0,16% 190 000 8 de agosto de 2026 Diario
FSMD · FIDELITY COVINGTON TRUST 0,15% 17 027 NS 30 de abril de 2026 N-PORT
IJH · iShares Trust 0,15% 866 665 SH 8 de agosto de 2026 Diario
BSCT · Invesco Exchange-Traded Self-Indexe… 0,14% 4 136 000 8 de agosto de 2026 Diario
FAB · First Trust Exchange-Traded AlphaDE… 0,14% 900 NS 30 de abril de 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0,13% 3 582 000 8 de agosto de 2026 Diario
VBR · VANGUARD INDEX FUNDS 0,13% 462 808 SH 8 de agosto de 2026 Diario
VFVA · VANGUARD WELLINGTON FUND 0,13% 5 898 SH 8 de agosto de 2026 Diario
IVOO · VANGUARD ADMIRAL FUNDS 0,13% 40 495 SH 8 de agosto de 2026 Diario
VCR · VANGUARD WORLD FUND 0,13% 49 135 SH 8 de agosto de 2026 Diario
FDIS · FIDELITY COVINGTON TRUST 0,12% 10 129 NS 30 de abril de 2026 N-PORT
ESML · iShares Trust 0,12% 16 179 SH 8 de agosto de 2026 Diario
IEDI · iShares U.S. ETF Trust 0,11% 155 SH 8 de agosto de 2026 Diario
AVLV · AMERICAN CENTURY ETF TRUST 0,11% 78 317 NS 31 de mayo de 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 10 552 NS 30 de abril de 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,11% 431 NS 30 de abril de 2026 N-PORT
MVV · ProShares Trust 0,11% 900 NS 31 de mayo de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,10% 125 300 NS 31 de mayo de 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,09% 70 408 NS 31 de mayo de 2026 N-PORT