AOS A.O. Smith Corporation Common Stock
$62,44
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 30, 2026
Rango 52S
$54–$82
30% of range
Calificación del Analista
HOLD
18 analysts
Precio Objetivo
$70
+12% upside
P/E (TTM)
17.4
ROE
29.2%
Margen de Beneficio Neto
14.3%
Acerca de A.O. Smith Corporation Common Stock Descripción general de la empresa de Wikipedia
A. O. Smith Corporation es un fabricante estadounidense de calentadores de agua para uso residencial y comercial. Además de sus operaciones en Norteamérica, en donde es el mayor fabricante y distribuidor de calentadores de agua, también suministra productos para el tratamiento de aguas en el mercado asiático. Posee 24 sucursales en todo el mundo, las cuales incluyen cinco plantas de producción en Norteamérica, así como plantas en Nanjing, China y Veldhoven, Países Bajos.
Leer más
A. O. Smith Corporation es un fabricante estadounidense de calentadores de agua para uso residencial y comercial. Además de sus operaciones en Norteamérica, en donde es el mayor fabricante y distribuidor de calentadores de agua, también suministra productos para el tratamiento de aguas en el mercado asiático. Posee 24 sucursales en todo el mundo, las cuales incluyen cinco plantas de producción en Norteamérica, así como plantas en Nanjing, China y Veldhoven, Países Bajos.
Para finales de la Segunda Guerra Mundial, A. O. Smith era la mayor fabricante de bombas en EE. UU., y era catalogada como una de las principales empresas estadounidenses por el valor de sus contratos de producción de bombas.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
AOS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$62.44
Capitalización Bursátil
—
P/E (TTM)
17.4
BPA (TTM)
$3.85
Ingresos (TTM)
$3.83B
Rendimiento div.
—
ROE
29.2%
Deuda/Capital
0.1
Rango 52S
$54 – $82
AOS 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
$3.83B
2016-12-31
→
2025-12-31
BPA
$3.85
2016-12-31
→
2025-12-31
Flujo de caja libre
$546M
2016-12-31
→
2025-12-31
Márgenes
14.3%
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
AOS
Mediana de Pares
P/E (TTM)
17.4
21.8
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
AOS
Mediana de Pares
Gross Margin (Margen Bruto)
38.8%
35.5%
Operating Margin (Margen Operativo)
19.0%
—
Net Profit Margin (Margen de Beneficio Neto)
14.3%
14.2%
ROA
17.1%
11.8%
ROE
29.2%
21.8%
ROIC
27.7%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
AOS
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.1
—
Current Ratio (Ratio corriente)
1.5
2.0
Quick Ratio (Ratio Rápido)
0.9
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
AOS
Mediana de Pares
Revenue YoY (Ingresos interanuales)
0.32%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
0.67%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
5.8%
—
EPS YoY (EPS interanual)
6.1%
—
Net Income YoY (Beneficio Neto interanual)
2.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
AOS
Mediana de Pares
Payout Ratio (Ratio de Pago)
35.8%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
35.8%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 31 de julio de 2026 | $0,3600 |
| 30 de abril de 2026 | $0,3600 |
| 30 de enero de 2026 | $0,3600 |
| 31 de octubre de 2025 | $0,3600 |
| 31 de julio de 2025 | $0,3400 |
| 30 de abril de 2025 | $0,3400 |
| 31 de enero de 2025 | $0,3400 |
| 31 de octubre de 2024 | $0,3400 |
| 31 de julio de 2024 | $0,3200 |
| 29 de abril de 2024 | $0,3200 |
| 30 de enero de 2024 | $0,3200 |
| 30 de octubre de 2023 | $0,3200 |
| 28 de julio de 2023 | $0,3000 |
| 27 de abril de 2023 | $0,3000 |
| 30 de enero de 2023 | $0,3000 |
| 28 de octubre de 2022 | $0,3000 |
| 28 de julio de 2022 | $0,2800 |
| 28 de abril de 2022 | $0,2800 |
| 28 de enero de 2022 | $0,2800 |
| 28 de octubre de 2021 | $0,2800 |
AOS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
18 analistas
- Compra fuerte 4 22,2%
- Compra 4 22,2%
- Mantener 8 44,4%
- Venta 2 11,1%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
11 analistas · 2026-08-15
Mediana
$70.00
Ahora
$62.44
Mín
$59.00
Máx
$84.00
Objetivo mediano
$70.00
+12,1%
Objetivo medio
$69.91
+12,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.03 | $0.93 | 0.10% |
| 31 de marzo de 2026 | $0.85 | $0.95 | -0.10% |
| 31 de diciembre de 2025 | $0.90 | $0.85 | 0.05% |
| 30 de septiembre de 2025 | $0.94 | $0.92 | 0.02% |
| 30 de junio de 2025 | $1.07 | $0.99 | 0.08% |
| 31 de marzo de 2025 | $0.95 | $0.92 | 0.03% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AOS | — | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| LII | — | 21.3 | -2.7% | 15.5% | 78.1% | 33.4% |
| MAIR | — | — | — | — | — | — |
| OC | $8.98B | -18.0 | 2.6% | -5.2% | -11.7% | 28.1% |
| WMS | $9.96B | 25.2 | 5.0% | 14.0% | 25.2% | 38.3% |
| MOD | — | 95.9 | 23.1% | 3.8% | 11.6% | 23.0% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.83B | $3.82B | $3.85B | $3.75B | $3.54B | $2.90B | $2.99B | $3.19B | $3.00B | $2.69B | $2.54B | $2.36B | |
| Cost of Revenue | $2.34B | $2.36B | $2.37B | $2.42B | $2.23B | $1.79B | $1.81B | $1.88B | $1.76B | $1.57B | $1.53B | $1.50B | |
| Gross Profit | $1.49B | $1.46B | $1.48B | $1.33B | $1.31B | $1.11B | $1.18B | $1.31B | $1.23B | $1.11B | $1.01B | $859M | |
| R&D Expense | $95M | $102M | $98M | $89M | $94M | $81M | $88M | $94M | $86M | $80M | $74M | $68M | |
| SG&A Expense | $759M | $739M | $727M | $671M | $701M | $660M | $716M | $754M | $723M | $662M | $611M | $572M | |
| Operating Income | $729M | $708M | $746M | $233M | $682M | $503M | $529M | $613M | $578M | $515M | $453M | $345M | |
| Interest Expense | $14M | $7M | $12M | $9M | $4M | $7M | $11M | $8M | $10M | $7M | $7M | $6M | |
| Other Non-op | $600.0K | $8M | $7M | $-426M | $20M | $11M | $18M | $21M | $21M | $18M | $11M | $5M | |
| Pretax Income | $715M | $701M | $734M | $224M | $626M | $444M | $472M | $558M | $521M | $462M | $402M | $287M | |
| Income Tax | $169M | $167M | $177M | $-12M | $138M | $99M | $102M | $114M | $224M | $136M | $120M | $79M | |
| Net Income | $546M | $534M | $557M | $236M | $487M | $345M | $370M | $444M | $296M | $326M | $283M | $208M | |
| EPS (Basic) | $3.87 | $3.65 | $3.71 | $1.52 | $3.05 | $2.13 | $2.24 | $2.60 | $1.72 | $1.87 | $1.59 | $1.15 | |
| EPS (Diluted) | $3.85 | $3.63 | $3.69 | $1.51 | $3.02 | $2.12 | $2.22 | $2.58 | $1.70 | $1.85 | $1.58 | $1.14 | |
| Shares (Basic) | 141,029,845 | 145,997,584 | 149,952,679 | 154,786,327 | 159,906,834 | 161,530,589 | 165,450,441 | 170,589,345 | 172,666,056 | 174,712,683 | 177,622,280 | 180,587,008 | |
| Shares (Diluted) | 141,914,840 | 147,084,080 | 151,015,574 | 155,779,364 | 161,319,902 | 162,604,149 | 166,710,897 | 172,194,040 | 174,605,189 | 176,825,280 | 179,009,180 | 181,973,962 | |
| EBITDA | $814M | $786M | $888M | $439M | $760M | $583M | $607M | $685M | $648M | $580M | $516M | $405M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $174M | $240M | $340M | $391M | $443M | $573M | $374M | $260M | $347M | $330M | $324M | $319M | |
| Short-term Investments | $19M | $36M | $24M | $91M | $188M | $116M | $177M | $385M | $473M | $424M | $322M | $222M | |
| Receivables | $582M | $541M | $596M | $581M | $634M | $585M | $590M | $647M | $593M | $519M | $501M | $475M | |
| Inventory | $479M | $532M | $497M | $516M | $448M | $300M | $303M | $305M | $297M | $251M | $223M | $208M | |
| Other Current Assets | $37M | $43M | $44M | $54M | $39M | $43M | $56M | $42M | $57M | $38M | $34M | $53M | |
| Current Assets | $1.29B | $1.39B | $1.50B | $1.63B | $1.75B | $1.62B | $1.50B | $1.64B | $1.77B | $1.56B | $1.40B | $1.32B | |
| PP&E (Net) | $635M | $629M | $598M | $591M | $607M | $541M | $545M | $540M | $529M | $462M | $443M | $428M | |
| PP&E (Gross) | $1.56B | $1.50B | $1.42B | $1.36B | $1.34B | $1.22B | $1.16B | $1.10B | $1.06B | $932M | $867M | $816M | |
| Accum. Depreciation | $929M | $867M | $821M | $774M | $736M | $681M | $612M | $557M | $531M | $471M | $424M | $388M | |
| Goodwill | $711M | $762M | $633M | $620M | $628M | $547M | $546M | $513M | $517M | $492M | $421M | $429M | |
| Intangibles | $362M | $321M | $337M | $348M | $365M | $324M | $338M | $293M | $309M | $308M | $291M | $308M | |
| Other Non-current Assets | $97M | $103M | $109M | $110M | $90M | $89M | $81M | $87M | $76M | $67M | $71M | $31M | |
| Total Assets | $3.14B | $3.24B | $3.21B | $3.33B | $3.47B | $3.16B | $3.06B | $3.07B | $3.20B | $2.89B | $2.63B | $2.50B | |
| Accrued Liabilities | $148M | $153M | $177M | $159M | $182M | $162M | $144M | $120M | $116M | $101M | $90M | $85M | |
| Current Liabilities | $862M | $897M | $945M | $934M | $1.12B | $886M | $766M | $785M | $794M | $766M | $653M | $605M | |
| Capital Leases | $37M | $24M | $28M | $22M | $22M | $34M | $39M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | $21M | |
| Other Non-current Liabilities | $138M | $118M | $146M | $165M | $182M | $177M | $189M | $201M | $210M | $88M | $68M | $61M | |
| Total Liabilities | $1.28B | $1.36B | $1.37B | $1.58B | $1.64B | $1.31B | $1.39B | $1.35B | $1.55B | $1.38B | $1.19B | $1.13B | |
| Long-term Debt | $155M | $193M | $127M | $344M | $197M | $113M | $284M | $221M | $410M | $324M | $249M | $224M | |
| Total Debt | $155M | $193M | $127M | $344M | $197M | $113M | $284M | $221M | $410M | $324M | $249M | $224M | |
| Common Stock | · | · | · | · | · | · | $164M | $164M | $164M | $164M | $164M | $82M | |
| Retained Earnings | $3.95B | $3.60B | $3.26B | $2.88B | $2.83B | $2.51B | $2.32B | $2.10B | $1.79B | $1.59B | $1.35B | $1.14B | |
| Treasury Stock | $2.90B | $2.50B | $2.20B | $1.91B | $1.50B | $1.16B | $1.11B | $827M | $626M | $488M | $360M | $230M | |
| AOCI | $-99M | $-112M | $-84M | $-82M | $-331M | $-321M | $-348M | $-351M | $-300M | $-363M | $-313M | $-272M | |
| Stockholders' Equity | $1.86B | $1.88B | $1.84B | $1.75B | $1.83B | $1.85B | $1.67B | $1.72B | $1.64B | $1.51B | $1.44B | $1.38B | |
| Liabilities + Equity | $3.14B | $3.24B | $3.21B | $3.33B | $3.47B | $3.16B | $3.06B | $3.07B | $3.20B | $2.89B | $2.63B | $2.52B |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $85M | $79M | $78M | $77M | $78M | $80M | $78M | $72M | $70M | $65M | $63M | $60M | |
| Amort. of Intangibles | $15M | $13M | $13M | $13M | $12M | $14M | $16M | $14M | $14M | $13M | $14M | $14M | |
| Restructuring | $0 | $18M | $19M | $0 | $0 | $8M | $0 | · | · | · | · | · | |
| Other Non-cash | $-14M | $-31M | $35M | $79M | $76M | $137M | $8M | $-67M | $-40M | $55M | $9M | $-42M | |
| Operating Cash Flow | $617M | $582M | $670M | $391M | $641M | $562M | $456M | $449M | $326M | $447M | $352M | $264M | |
| CapEx | $71M | $108M | $73M | $70M | $75M | $57M | $64M | $85M | $94M | $81M | $73M | $86M | |
| Investing Cash Flow | $-53M | $-267M | $-24M | $8M | $-350M | $12M | $34M | $-13M | $-158M | $-300M | · | · | |
| Debt Issued | $1.09B | $1.10B | $688M | $151M | $84M | · | $63M | · | $86M | $74M | $28M | · | |
| Net Debt Issued | $-38M | · | · | $151M | $84M | $-171M | · | · | $86M | · | · | · | |
| Stock Repurchased | $401M | $306M | $306M | $404M | $366M | $57M | $288M | $203M | $139M | $135M | $128M | $104M | |
| Net Stock Activity | $-401M | $-306M | $-306M | $-404M | $-366M | $-57M | $-288M | $-203M | $-139M | $-135M | $-128M | $-104M | |
| Dividends Paid | $196M | $190M | $184M | $177M | $170M | $159M | $149M | $130M | $97M | $84M | $68M | $54M | |
| Financing Cash Flow | $-633M | $-408M | $-685M | $-431M | $-421M | $-375M | $-376M | $-523M | $-152M | $-140M | · | · | |
| Net Change in Cash | $-65M | $-100M | $-51M | $-52M | $-130M | $199M | $114M | $-87M | $16M | $7M | $4M | $-61M | |
| Taxes Paid | $165M | $188M | $190M | $175M | $131M | $114M | $117M | $116M | $131M | $117M | $98M | $89M | |
| Free Cash Flow | $546M | $474M | $598M | $321M | $566M | $505M | $392M | $364M | $232M | $366M | $272M | $178M | |
| Levered FCF | $536M | $469M | $589M | $311M | $563M | $500M | $383M | $357M | $226M | $361M | $266M | $174M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.8% | 38.1% | 38.5% | 35.4% | 37.0% | 38.3% | 39.5% | 40.9% | 41.3% | 41.7% | 39.8% | 36.5% | |
| Operating Margin | 19.0% | 18.5% | 21.0% | 9.6% | 19.3% | 17.4% | 17.7% | 19.2% | 19.3% | 19.2% | 17.9% | 14.7% | |
| Net Margin | 14.3% | 14.0% | 14.4% | 6.3% | 13.8% | 11.9% | 12.4% | 13.9% | 9.9% | 12.2% | 11.2% | 8.8% | |
| Pretax Margin | 18.7% | 18.4% | 19.0% | 6.0% | 17.7% | 15.3% | 15.8% | 17.5% | 17.4% | 17.2% | 15.9% | 12.2% | |
| EBITDA Margin | 21.2% | 20.6% | 23.1% | 11.7% | 21.5% | 20.1% | 20.3% | 21.5% | 21.6% | 21.6% | 20.3% | 17.2% | |
| ROA | 17.1% | 16.5% | 17.0% | 6.9% | 14.7% | 11.1% | 12.1% | 14.2% | 9.7% | 11.8% | 11.0% | 8.5% | |
| ROE | 29.2% | 28.1% | 29.9% | 13.5% | 26.1% | 19.2% | 22.3% | 25.6% | 18.8% | 22.1% | 20.0% | 15.3% | |
| ROIC | 27.7% | 25.9% | 31.2% | 18.2% | 26.2% | 19.9% | 21.3% | 25.2% | 16.0% | 19.8% | 18.8% | 15.6% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.6 | 1.6 | 1.7 | 1.6 | 1.8 | 2.0 | 2.1 | 2.2 | 2.0 | 2.2 | 2.2 | |
| Quick Ratio | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | 1.4 | 1.5 | 1.6 | 1.8 | 1.7 | 1.8 | 1.7 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Interest Coverage | 54.0 | 105.6 | 67.5 | 38.5 | 158.6 | 68.9 | 48.1 | 73.0 | 57.2 | 70.5 | 61.2 | 60.6 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.2 | 1.2 | 1.1 | 1.1 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | |
| Inventory Turnover | 4.6 | 4.6 | 4.7 | 5.0 | 6.0 | 5.9 | 6.0 | 6.3 | 6.5 | 6.6 | 7.1 | 7.5 | |
| Receivables Turnover | 6.8 | 6.7 | 6.5 | 6.2 | 5.8 | 4.9 | 4.8 | 5.1 | 5.4 | 5.3 | 5.2 | 5.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.32% | -0.90% | 2.6% | 6.1% | 22.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.67% | 2.6% | 10.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 6.1% | -1.6% | 144.4% | -50.0% | 42.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 36.6% | 6.3% | 20.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 2.4% | -4.1% | 136.2% | -51.6% | 41.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 32.3% | 3.1% | 17.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.83B | $3.82B | $3.85B | $3.75B | $3.54B | $2.90B | $2.99B | $3.19B | $3.00B | $2.69B | $2.54B | $2.36B | |
| Net Income TTM | $546M | $534M | $557M | $236M | $487M | $345M | $370M | $444M | $296M | $326M | $283M | $208M | |
| P/E | 17.4 | 18.8 | 22.3 | 37.9 | 28.4 | 25.9 | 21.5 | 16.6 | 36.0 | 25.6 | 24.2 | 24.7 | |
| Earnings Yield | 5.8% | 5.3% | 4.5% | 2.6% | 3.5% | 3.9% | 4.7% | 6.0% | 2.8% | 3.9% | 4.1% | 4.0% | |
| Payout Ratio | 35.8% | 35.7% | 33.0% | 75.2% | 34.9% | 46.0% | 40.3% | 29.3% | 32.7% | 25.8% | 24.0% | 26.2% | |
| Annual Payout | $196M | $190M | $184M | $177M | $170M | $159M | $149M | $130M | $97M | $84M | $68M | $54M |
Estado de resultados 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.00B | $946M | $912M | $942M | $1.01B | $964M | $912M | $903M | $1.02B | $979M | $988M | $938M | $961M | $966M | $936M | $874M | |
| Cost of Revenue | $616M | $580M | $562M | $578M | $614M | $588M | $574M | $565M | $628M | $594M | $618M | $581M | $576M | $592M | $588M | $569M | |
| Gross Profit | $388M | $366M | $350M | $364M | $397M | $375M | $338M | $337M | $396M | $385M | $370M | $356M | $385M | $374M | $349M | $305M | |
| SG&A Expense | $198M | $204M | $187M | $189M | $191M | $193M | $182M | $177M | $188M | $192M | $185M | $175M | $180M | $187M | $169M | $156M | |
| Operating Income | $166M | $162M | $163M | $175M | $206M | $184M | $148M | $158M | $208M | $194M | $131M | $193M | $227M | $194M | $-285M | $164M | |
| Interest Expense | $8M | $7M | $2M | $4M | $5M | $3M | $2M | $2M | $2M | $1M | $1M | $2M | $4M | $4M | $3M | $2M | |
| Other Non-op | $-1M | $0 | $-800.0K | $-200.0K | $400.0K | $1M | $9M | $-3M | $900.0K | $1M | $-4M | $-2M | $9M | $4M | $-419M | $-2M | |
| Pretax Income | $158M | $155M | $161M | $172M | $202M | $181M | $145M | $157M | $207M | $193M | $177M | $176M | $209M | $171M | $-243M | $145M | |
| Income Tax | $33M | $37M | $35M | $40M | $49M | $44M | $35M | $36M | $50M | $45M | $40M | $41M | $52M | $44M | $-123M | $35M | |
| Net Income | $125M | $118M | $125M | $132M | $152M | $137M | $110M | $120M | $156M | $148M | $137M | $135M | $157M | $127M | $-120M | $110M | |
| EPS (Basic) | $0.91 | $0.85 | $0.91 | $0.94 | $1.07 | $0.95 | $0.76 | $0.82 | $1.07 | $1.00 | $0.93 | $0.90 | $1.04 | $0.84 | $-0.76 | $0.71 | |
| EPS (Diluted) | $0.91 | $0.85 | $0.89 | $0.94 | $1.07 | $0.95 | $0.75 | $0.82 | $1.06 | $1.00 | $0.91 | $0.90 | $1.04 | $0.84 | $-0.77 | $0.71 | |
| Shares (Basic) | 137,147,703 | 138,292,701 | -284,133,045 | 139,953,331 | 141,629,971 | 143,579,588 | -293,224,043 | 145,577,396 | 146,465,276 | 147,178,955 | -301,522,739 | 150,103,113 | 150,475,003 | 150,897,302 | -312,121,551 | 154,197,072 | |
| Shares (Diluted) | 137,862,584 | 139,167,380 | -285,871,289 | 140,894,888 | 142,483,521 | 144,407,720 | -295,513,326 | 146,700,340 | 147,599,585 | 148,297,481 | -303,636,347 | 151,209,974 | 151,541,100 | 151,900,847 | -314,244,869 | 155,074,862 | |
| EBITDA | $191M | $186M | · | $197M | $227M | $205M | · | $176M | $224M | $235M | · | $193M | $227M | $213M | · | $164M |
Balance general 25
| Métrica | Tendencia | Q2 2026 | Q1 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $181M | $185M | $174M | $153M | $178M | $173M | $240M | $219M | $216M | $252M | · | $281M | $379M | $406M | · | $359M | |
| Short-term Investments | $0 | $19M | $19M | $20M | $0 | $27M | $36M | $36M | $17M | $52M | · | $61M | $31M | $90M | · | $58M | |
| Receivables | $670M | $634M | $582M | $589M | $640M | $642M | $541M | $558M | $650M | $585M | · | $587M | $589M | $587M | · | $564M | |
| Inventory | $483M | $488M | $479M | $507M | $519M | $533M | $532M | $555M | $545M | $522M | · | $519M | $508M | $504M | · | $526M | |
| Other Current Assets | $56M | $42M | $37M | $47M | $51M | $48M | $43M | $44M | $53M | $52M | · | $56M | $54M | $57M | · | $63M | |
| Current Assets | $1.39B | $1.37B | $1.29B | $1.32B | $1.39B | $1.42B | $1.39B | $1.41B | $1.48B | $1.46B | · | $1.50B | $1.56B | $1.64B | · | $1.57B | |
| PP&E (Net) | $619M | $632M | $635M | $633M | $637M | $634M | $629M | $625M | $603M | $599M | · | $581M | $577M | $586M | · | $584M | |
| PP&E (Gross) | $1.59B | $1.58B | $1.56B | $1.55B | $1.54B | $1.52B | $1.50B | $1.49B | $1.45B | $1.43B | · | $1.38B | $1.37B | $1.38B | · | $1.34B | |
| Accum. Depreciation | $970M | $948M | $929M | $914M | $902M | $883M | $867M | $862M | $844M | $831M | · | $801M | $795M | $790M | · | $756M | |
| Goodwill | $915M | $920M | $711M | $710M | $714M | $707M | $762M | $652M | $650M | $652M | $633M | $630M | $622M | $620M | $620M | $619M | |
| Intangibles | $589M | $599M | $362M | $366M | $372M | $374M | $321M | $327M | $330M | $334M | · | $339M | $343M | $345M | · | $350M | |
| Other Non-current Assets | $82M | $79M | $97M | $100M | $98M | $96M | $103M | $106M | $99M | $101M | · | $112M | $113M | $110M | · | $78M | |
| Total Assets | $3.64B | $3.65B | $3.14B | $3.17B | $3.25B | $3.27B | $3.24B | $3.15B | $3.20B | $3.18B | $3.21B | $3.20B | $3.25B | $3.34B | $3.33B | $3.23B | |
| Accrued Liabilities | $161M | $159M | $148M | $154M | $148M | $199M | $153M | $144M | $153M | $197M | · | $175M | $170M | $214M | · | $164M | |
| Current Liabilities | $872M | $878M | $862M | $852M | $843M | $882M | $897M | $844M | $872M | $883M | · | $896M | $861M | $896M | · | $901M | |
| Capital Leases | $39M | $41M | $37M | $36M | $28M | $25M | $24M | $24M | $25M | $26M | · | $26M | $26M | $25M | · | $24M | |
| Other Non-current Liabilities | $152M | $142M | $130M | $140M | $118M | $121M | $118M | $136M | $136M | $160M | · | $157M | $159M | $175M | · | $165M | |
| Total Liabilities | $1.80B | $1.77B | $1.28B | $1.33B | $1.40B | $1.41B | $1.36B | $1.24B | $1.29B | $1.30B | · | $1.32B | $1.36B | $1.55B | · | $1.48B | |
| Long-term Debt | $638M | $616M | $155M | $186M | $303M | $270M | $193M | $120M | $140M | $120M | · | $130M | $206M | $341M | · | $288M | |
| Total Debt | $638M | $616M | · | $186M | $303M | $270M | · | $120M | $140M | $120M | · | $130M | $206M | $341M | · | $288M | |
| Retained Earnings | $4.09B | $4.02B | $3.95B | $3.88B | $3.79B | $3.69B | $3.60B | $3.54B | $3.47B | $3.36B | · | $3.17B | $3.08B | $2.97B | · | $3.05B | |
| Treasury Stock | $3.07B | $2.95B | $2.90B | $2.84B | $2.75B | $2.62B | $2.50B | $2.43B | $2.35B | $2.27B | · | $2.06B | $1.97B | $1.96B | · | $1.79B | |
| AOCI | $-104M | $-101M | $-99M | $-100M | $-96M | $-110M | $-112M | $-85M | $-92M | $-88M | · | $-90M | $-82M | $-80M | · | $-368M | |
| Stockholders' Equity | $1.84B | $1.88B | $1.86B | $1.84B | $1.85B | $1.86B | $1.88B | $1.92B | $1.91B | $1.88B | $1.84B | $1.88B | $1.89B | $1.79B | $1.75B | $1.75B | |
| Liabilities + Equity | $3.64B | $3.65B | $3.14B | $3.17B | $3.25B | $3.27B | $3.24B | $3.15B | $3.20B | $3.18B | · | $3.20B | $3.25B | $3.34B | · | $3.23B |
Flujo de Efectivo 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $24M | $22M | $22M | $20M | $21M | $19M | $20M | $20M | $20M | $21M | $19M | $19M | $19M | $20M | $18M | |
| Restructuring | $23M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-12M | · | · | · | $-119M | · | · | · | $-61M | · | · | · | $-26M | · | · | |
| Operating Cash Flow | $124M | $129M | $183M | $255M | $140M | $39M | $222M | $196M | $57M | $107M | $231M | $179M | $140M | $120M | $177M | $160M | |
| CapEx | $10M | $10M | $18M | $15M | $17M | $21M | $31M | $32M | $23M | $22M | $30M | $18M | $14M | $11M | $19M | $20M | |
| Investing Cash Flow | $9M | $-480M | $-16M | $-35M | $9M | $-11M | $-156M | $-51M | $11M | $-71M | $7M | $-65M | $44M | $-10M | $-50M | $17M | |
| Debt Issued | $255M | $564M | · | · | $371M | $240M | · | · | · | · | · | · | · | · | · | $-7M | |
| Net Debt Issued | · | $463M | · | · | · | · | · | · | · | $-7M | · | · | · | $-4M | · | · | |
| Stock Repurchased | $111M | $51M | $65M | $84M | $131M | $121M | $69M | $84M | $79M | $74M | $145M | $92M | $16M | $53M | $122M | $92M | |
| Net Stock Activity | · | $-51M | · | · | · | $-121M | · | · | · | $-74M | · | · | · | $-53M | · | · | |
| Dividends Paid | $50M | $50M | $51M | $48M | $48M | $49M | $50M | $47M | $47M | $47M | $48M | $45M | $45M | $45M | $46M | $43M | |
| Financing Cash Flow | $-138M | $361M | $-146M | $-246M | $-146M | $-95M | $-41M | $-144M | $-103M | $-121M | $-184M | $-210M | $-194M | $-98M | $-111M | $-141M | |
| Net Change in Cash | $-4M | $11M | $22M | $-25M | $5M | $-67M | $20M | $3M | $-36M | $-88M | $59M | $-98M | $-27M | $15M | $32M | $-600.0K | |
| Free Cash Flow | · | $119M | · | · | · | $17M | · | · | · | $85M | · | · | · | $109M | · | · | |
| Levered FCF | · | $113M | · | · | · | $15M | · | · | · | $84M | · | · | · | $106M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.6% | 38.7% | · | 38.7% | 39.3% | 39.0% | · | 37.4% | 38.7% | 39.3% | · | 38.0% | 40.0% | 38.7% | · | 34.9% | |
| Operating Margin | 16.5% | 17.1% | · | 18.6% | 20.4% | 19.1% | · | 19.5% | 21.9% | 22.0% | · | 20.6% | 23.7% | 20.1% | · | 18.7% | |
| Net Margin | 12.4% | 12.5% | · | 14.0% | 15.0% | 14.2% | · | 13.3% | 15.2% | 15.1% | · | 14.4% | 16.3% | 13.1% | · | 12.6% | |
| Pretax Margin | 15.7% | 16.4% | · | 18.2% | 19.9% | 18.8% | · | 17.3% | 20.2% | 19.7% | · | 18.8% | 21.7% | 17.7% | · | 16.6% | |
| EBITDA Margin | 19.0% | 19.6% | · | 20.9% | 22.4% | 21.2% | · | 19.5% | 21.9% | 24.0% | · | 20.6% | 23.7% | 22.1% | · | 18.7% | |
| ROA | 3.6% | 3.4% | · | 4.2% | 4.7% | 4.2% | · | 3.8% | 4.9% | 4.5% | · | 4.2% | 4.8% | 3.8% | · | 3.4% | |
| ROE | 6.8% | 6.3% | · | 7.0% | 8.1% | 7.3% | · | 6.3% | 8.2% | 8.0% | · | 7.5% | 8.5% | 7.0% | · | 6.0% | |
| ROIC | 5.3% | 5.0% | · | 6.6% | 7.2% | 6.5% | · | 6.6% | 8.3% | 8.2% | · | 7.4% | 8.2% | 6.7% | · | 6.1% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | · | 1.5 | 1.6 | 1.6 | · | 1.7 | 1.7 | 1.7 | · | 1.7 | 1.8 | 1.8 | · | 1.7 | |
| Quick Ratio | 1.0 | 1.0 | · | 0.9 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.2 | 1.2 | · | 1.1 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | |
| LT Debt / Equity | 0.3 | 0.3 | · | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | |
| Interest Coverage | 20.5 | 22.8 | · | 48.7 | 44.8 | 63.4 | · | 117.4 | 124.6 | 215.6 | · | 80.5 | 50.5 | 48.5 | · | 68.2 |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.2 | · | 1.1 | 1.2 | 1.2 | · | 1.3 | |
| Receivables Turnover | 1.5 | 1.5 | · | 1.6 | 1.6 | 1.6 | · | 1.6 | 1.7 | 1.7 | · | 1.6 | 1.6 | 1.6 | · | 1.5 |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.90B | $3.86B | · | $3.82B | $3.90B | $3.87B | · | $3.84B | $3.90B | $3.84B | · | $3.74B | $3.77B | $3.78B | · | $3.73B | |
| Net Income TTM | $527M | $539M | · | $541M | $565M | $560M | · | $559M | $596M | $567M | · | $529M | $520M | $483M | · | $487M | |
| P/E | 16.6 | 17.3 | · | 19.4 | 16.8 | 17.1 | · | 23.8 | 20.4 | 23.7 | · | 18.9 | 21.4 | 22.2 | · | 15.7 | |
| Earnings Yield | 6.0% | 5.8% | · | 5.1% | 5.9% | 5.9% | · | 4.2% | 4.9% | 4.2% | · | 5.3% | 4.7% | 4.5% | · | 6.4% | |
| Payout Ratio | · | 42.5% | · | · | · | 36.0% | · | · | · | 32.0% | · | · | · | 35.8% | · | · |
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 | $3.83B | $3.82B | $3.85B | $3.75B | $3.54B |
| Margen Bruto % | 38.8% | 38.1% | 38.5% | 35.4% | 37.0% |
| Margen Operativo % | 19.0% | 18.5% | 21.0% | 9.6% | 19.3% |
| Beneficio neto | $546M | $534M | $557M | $236M | $487M |
| EPS Diluido | $3.85 | $3.63 | $3.69 | $1.51 | $3.02 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 |
| Ratio corriente | 1.5 | 1.6 | 1.6 | 1.7 | 1.6 |
| Ratio Rápido | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $546M | $474M | $598M | $321M | $566M |
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Propietarios institucionales (13F) 667 declarantes · $5.5B 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 |
|---|---|---|---|---|
| 75 (-22 vs trimestre anterior) | 93 (+14 vs trimestre anterior) | 228 (-3 vs trimestre anterior) | 220 (-4 vs trimestre anterior) | +20.7M |
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 CAPITAL MANAGEMENT LLC | $456 993 600 | 7 286 250 | 8,30% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $442 259 229 | 7 051 327 | 8,03% | Acciones |
| STATE STREET CORP | $412 790 802 | 6 581 486 | 7,49% | Acciones |
| FMR LLC | $391 503 690 | 6 242 086 | 7,11% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $296 440 549 | 4 726 410 | 5,38% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $210 319 353 | 3 358 722 | 3,82% | Acciones |
| Impax Asset Management Group plc | $176 476 079 | 2 813 713 | 3,20% | Acciones |
| ProShare Advisors LLC | $157 085 690 | 2 504 555 | 2,85% | Acciones |
| FIRST TRUST ADVISORS LP | $144 336 518 | 2 301 289 | 2,62% | Acciones |
| EARNEST PARTNERS LLC | $123 659 567 | 1 971 613 | 2,25% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $117 415 651 | 1 872 062 | 2,13% | Acciones |
| 1832 Asset Management L.P. | $92 080 047 | 1 468 113 | 1,67% | Acciones |
| Madison Asset Management, LLC | $92 005 369 | 1 466 922 | 1,67% | Acciones |
| NORGES BANK | $91 233 014 | 1 454 608 | 1,66% | Acciones |
| River Road Asset Management, LLC | $84 476 439 | 1 346 882 | 1,53% | Acciones |
| Talaria Asset Management Pty Ltd | $75 307 904 | 1 200 700 | 1,37% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $70 900 759 | 1 146 705 | 1,29% | Acciones |
| Sarasin & Partners LLP | $70 420 072 | 1 122 769 | 1,28% | Acciones |
| Gates Capital Management, Inc. | $64 621 733 | 1 030 321 | 1,17% | Acciones |
| Caisse de depot et placement du Quebec | $64 185 892 | 1 023 372 | 1,17% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $62 659 226 | 1 015 218 | 1,14% | Acciones |
| Vest Financial, LLC | $53 007 431 | 845 144 | 0,96% | Acciones |
| Gotham Asset Management, LLC | $48 018 996 | 765 609 | 0,87% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $39 362 884 | 627 597 | 0,71% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $35 274 133 | 562 406 | 0,64% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $34 872 257 | 555 999 | 0,63% | Acciones |
| Welch & Forbes LLC | $33 380 144 | 532 209 | 0,61% | Acciones |
| SCHWARTZ INVESTMENT COUNSEL INC | $32 983 382 | 525 883 | 0,60% | Acciones |
| BOSTON FINANCIAL MANGEMENT LLC | $32 844 012 | 481 513 | 0,60% | Acciones |
| GOLDMAN SACHS GROUP INC | $32 033 550 | 510 739 | 0,58% | Acciones |
| AMERIPRISE FINANCIAL INC | $31 212 297 | 497 645 | 0,57% | Acciones |
| Assenagon Asset Management S.A. | $30 686 638 | 489 264 | 0,56% | Acciones |
| Eurizon Capital SGR S.p.A. | $30 506 456 | 486 409 | 0,55% | Acciones |
| Arbejdsmarkedets Tillaegspension | $30 419 200 | 485 000 | 0,55% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $28 947 224 | 461 531 | 0,53% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $26 028 361 | 414 993 | 0,47% | Acciones |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $25 703 347 | 409 811 | 0,47% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $25 407 433 | 405 093 | 0,46% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $24 931 137 | 397 499 | 0,45% | Acciones |
| Amundi | $24 599 348 | 392 209 | 0,45% | Acciones |
| NICHOLAS COMPANY, INC. | $24 189 411 | 385 673 | 0,44% | Acciones |
| Scharf Investments, LLC | $23 507 623 | 374 792 | 0,43% | Acciones |
| BlackRock, Inc. | $21 064 888 | 335 856 | 0,38% | Acciones |
| Boston Trust Walden Corp | $19 803 652 | 315 747 | 0,36% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $19 569 440 | 312 013 | 0,36% | Acciones |
| Quantinno Capital Management LP | $17 565 801 | 280 066 | 0,32% | Acciones |
| Cresset Asset Management, LLC | $16 667 305 | 265 742 | 0,30% | Acciones |
| STIFEL FINANCIAL CORP | $16 441 973 | 262 150 | 0,30% | Acciones |
| ALPS ADVISORS INC | $16 325 263 | 260 288 | 0,30% | Acciones |
| California Public Employees Retirement System | $15 887 039 | 253 301 | 0,29% | Acciones |
| Robeco Schweiz AG | $15 878 822 | 253 170 | 0,29% | Acciones |
| VANGUARD GROUP INC | $15 815 782 | 236 480 | 0,29% | Acciones |
| RHUMBLINE ADVISERS | $15 317 530 | 244 222 | 0,28% | Acciones |
| Vanguard Global Advisers, LLC | $14 571 173 | 232 321 | 0,26% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $14 261 023 | 227 376 | 0,26% | Acciones |
| Swiss National Bank | $14 149 632 | 225 600 | 0,26% | Acciones |
| MassMutual Private Wealth & Trust, FSB | $13 998 853 | 223 196 | 0,25% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $13 811 915 | 220 220 | 0,25% | Acciones |
| GRANDFIELD & DODD, LLC | $13 191 898 | 210 330 | 0,24% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13 083 392 | 208 600 | 0,24% | Opción de venta |
| Invesco Ltd. | $12 630 365 | 201 377 | 0,23% | Acciones |
| FRANKLIN RESOURCES INC | $12 609 793 | 201 049 | 0,23% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12 376 412 | 197 328 | 0,22% | Acciones |
| Brandywine Global Investment Management, LLC | $12 343 774 | 184 566 | 0,22% | Acciones |
| Distillate Capital Partners LLC | $11 721 490 | 186 886 | 0,21% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $11 502 826 | 183 400 | 0,21% | Acciones |
| MIROVA | $11 138 382 | 177 589 | 0,20% | Acciones |
| BARCLAYS PLC | $11 042 420 | 176 059 | 0,20% | Acciones |
| Thematics Asset Management | $10 791 270 | 147 000 | 0,20% | Acciones |
| UBS Group AG | $10 697 586 | 170 561 | 0,19% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $10 389 066 | 165 642 | 0,19% | Acciones |
| CITADEL ADVISORS LLC | $10 333 873 | 164 762 | 0,19% | Acciones |
| Baird Financial Group, Inc. | $10 100 993 | 161 049 | 0,18% | Acciones |
| Perpetual Ltd | $10 045 361 | 160 162 | 0,18% | Acciones |
| PRUDENTIAL FINANCIAL INC | $9 788 397 | 156 065 | 0,18% | Acciones |
| JANE STREET GROUP, LLC | $9 771 776 | 155 800 | 0,18% | Opción de compra |
| MILLENNIUM MANAGEMENT LLC | $9 756 723 | 155 560 | 0,18% | Acciones |
| Holocene Advisors, LP | $9 471 912 | 151 019 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8 988 875 | 136 319 | 0,16% | Acciones |
| &PARTNERS | $8 630 320 | 137 441 | 0,16% | Acciones |
| Graham Capital Management, L.P. | $8 363 273 | 133 343 | 0,15% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 291 584 | 132 200 | 0,15% | Opción de compra |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $8 141 056 | 129 800 | 0,15% | Acciones |
| BANK OF AMERICA CORP /DE/ | $8 137 230 | 129 739 | 0,15% | Acciones |
| TRUIST FINANCIAL CORP | $7 425 236 | 118 387 | 0,13% | Acciones |
| JANE STREET GROUP, LLC | $7 181 440 | 114 500 | 0,13% | Opción de venta |
| ALLIANCEBERNSTEIN L.P. | $7 165 766 | 108 671 | 0,13% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7 134 212 | 113 747 | 0,13% | Acciones |
| PATTEN & PATTEN INC/TN | $7 105 988 | 113 297 | 0,13% | Acciones |
| Paradoxiom Capital L.P. | $7 071 364 | 108 191 | 0,13% | Acciones |
| ST GERMAIN D J CO INC | $6 951 948 | 110 841 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $6 894 559 | 109 926 | 0,13% | Acciones |
| LPL Financial LLC | $6 876 492 | 109 638 | 0,12% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6 650 703 | 106 038 | 0,12% | Acciones |
| Quantbot Technologies LP | $6 342 435 | 101 123 | 0,12% | Acciones |
| YOUSIF CAPITAL MANAGEMENT, LLC | $6 248 081 | 99 619 | 0,11% | Acciones |
| PINEBRIDGE INVESTMENTS LLC | $6 004 625 | 95 737 | 0,11% | Acciones |
| AXA Investment Managers S.A. | $5 979 024 | 81 447 | 0,11% | Acciones |
| Illinois Municipal Retirement Fund | $5 943 974 | 94 770 | 0,11% | Acciones |
| Ensign Peak Advisors, Inc | $5 879 185 | 93 737 | 0,11% | Acciones |
Informantes de la empresa 65 insiders · 41 directivos · 23 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Stephen M Shafer | President and CEO | 9 de febrero de 2026 A | — | 0 | 0 | $0 |
| William L Vallett Jr | CEO, Lochinvar, LLC | 12 de febrero de 2018 A | 54 688 | 0 | 0 | $0 |
| Carrie L Anderson | EVP & CFO | 1 de julio de 2026 A | — | 0 | 0 | $0 |
| Charles T Lauber | EVP & CFO | 13 de febrero de 2026 M | 47 119 | 0 | 0 | $0 |
| John J Kita | Executive Vice President & CFO | 11 de febrero de 2019 A | 46 247 | 0 | 0 | $0 |
| Kenneth W Krueger | Senior Vice President & CFO | 12 de octubre de 2004 A | 22 000 | 0 | 0 | $0 |
| Wei Ding | President - A. O. Smith China | 13 de febrero de 2020 M | 10 528 | 0 | 0 | $0 |
| Wilfridus M Brouwer | President - AOSHBSRL | 6 de marzo de 2018 S | 7 630 | 0 | 0 | $0 |
| Darrell W. Schuh | SVP; President & GM Lochinvar | 4 de marzo de 2026 S | 2 201 | 0 | 2 | $-110 568 |
| Samuel M. Carver | SVP - Global Operations | 23 de febrero de 2026 G | 2 713 | 0 | 0 | $0 |
| Parag Kulkarni | SVP - Int'l; President India | 13 de febrero de 2026 M | — | 0 | 0 | $0 |
| Stephen D. O'Brien | SVP; Pres & General Mngr NAWH | 13 de febrero de 2026 M | 6 510 | 0 | 0 | $0 |
| Benjamin A Otchere | Vice President and Controller | 13 de febrero de 2026 M | 2 148 | 0 | 0 | $0 |
| Jack Qiu | SVP - Pres. A. O. Smith China | 13 de febrero de 2026 M | — | 0 | 0 | $0 |
| Douglas Samuel Karge | SVP - President NA Water Treat | 13 de febrero de 2026 M | 3 890 | 0 | 0 | $0 |
| Kevin J. Wheeler | Executive Chairman | 13 de febrero de 2026 M | 128 348 | 0 | 0 | $0 |
| James F Stern | Exec VP, Corp Dev, Strat & Sec | 13 de febrero de 2026 M | 101 547 | 0 | 0 | $0 |
| Christopher T. Howe | SVP Chief Digital Info Officer | 9 de febrero de 2026 A | — | 0 | 0 | $0 |
| Ming Cheng | SVP, CTO | 9 de febrero de 2026 A | — | 0 | 0 | $0 |
| Curtis E Selby | Senior VP - H.R. & P.A. | 9 de febrero de 2026 A | — | 0 | 0 | $0 |
| Paul J Jones | SVP, GC & Chief Compliance Off | 9 de febrero de 2026 A | — | 0 | 0 | $0 |
| Stephanie Melissa Scheppele | SVP - CIO | 10 de febrero de 2025 A | 3 309 | 0 | 0 | $0 |
| Robert J Heideman | Senior VP, CTO | 10 de febrero de 2025 A | 8 889 | 0 | 0 | $0 |
| David R Warren | Senior VP & President and GM | 12 de febrero de 2024 A | 13 228 | 0 | 0 | $0 |
| Mark A Petrarca | Senior Vice Pres. - H.R. & P.A | 12 de febrero de 2024 A | 87 407 | 0 | 0 | $0 |
| Daniel L Kempken | SVP - Strategy & Corp. Dev. | 10 de febrero de 2023 F | 9 087 | 0 | 0 | $0 |
| Anindadeb Vjaykumar Dasgupta | Senior Vice President | 11 de febrero de 2022 M | 2 377 | 0 | 0 | $0 |
| Wallace E Goodwin | SVP; President, Lochinvar, LLC | 11 de febrero de 2022 M | 17 892 | 0 | 0 | $0 |
| Patricia K Ackerman | Senior Vice President | 11 de febrero de 2022 M | 1 802 | 0 | 0 | $0 |
| Helen E Gurholt | Vice President and Controller | 4 de mayo de 2021 S | 1 503 | 0 | 0 | $0 |
| Paul R Dana | SVP, Global Operations | 16 de febrero de 2021 G | 4 021 | 0 | 0 | $0 |
| Peter R Martineau | Senior Vice President - CIO | 10 de febrero de 2020 A | 5 220 | 0 | 0 | $0 |
| Randall S Bednar | Senior Vice President - CIO | 11 de febrero de 2016 M | 41 910 | 0 | 0 | $0 |
| Steve W Rettler | Senior Vice President - CD | 10 de febrero de 2014 A | 28 566 | 0 | 0 | $0 |
| Michael J Cole | Senior Vice President - Asia | 9 de febrero de 2009 A | 14 157 | 0 | 0 | $0 |
| Ronald E Massa | Executive Vice President | 11 de febrero de 2008 A | 23 178 | 0 | 0 | $0 |
| David W Romoser | Senior VP, Gen. Counsel & Sec | 24 de abril de 2007 M | 39 537 | 0 | 0 | $0 |
| Charles J Bishop | Senior Vice President - CT | 9 de febrero de 2007 A | 17 325 | 0 | 0 | $0 |
| Albert E Medice | Vice President - Europe | 23 de noviembre de 2005 M | 14 527 | 0 | 0 | $0 |
| Edward J Oconnor | Vice President - H.R. & P.A. | 12 de octubre de 2004 A | 19 788 | 0 | 0 | $0 |
| Donald M Heinrich | Former - Senior Vice President | 3 de junio de 2004 M | 29 465 | 0 | 0 | $0 |
| Ilham Kadri | Consejero | 13 de abril de 2026 A | 23 579 | 0 | 0 | $0 |
| Lois M Martin | Consejero | 13 de abril de 2026 A | 6 445 | 0 | 0 | $0 |
| Mark D Smith | Consejero | 13 de abril de 2026 A | 118 504 | 0 | 0 | $0 |
| Christopher L Mapes | Consejero | 13 de abril de 2026 A | 8 684 | 0 | 0 | $0 |
| Victoria M Holt | Consejero | 13 de abril de 2026 A | 1 922 | 0 | 0 | $0 |
| Todd W Fister | Consejero | 8 de abril de 2025 A | 4 094 | 0 | 0 | $0 |
| Michael M Larsen | Consejero | 8 de abril de 2025 A | 11 425 | 0 | 0 | $0 |
| Ronald D Brown | Consejero | 8 de abril de 2025 A | 0 | 0 | 0 | $0 |
| Ajita G Rajendra | Consejero | 9 de abril de 2024 A | 58 577 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 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 |
|---|---|---|---|---|---|
| Smith Family Voting Trust ×3 presentaciones | 25 de febrero de 2019 | — | Presentación inicial | — | SEC |
| Smith Investment Company, Arthur O. Smith N/A, Bruce M. Smith N/A ×3 presentaciones | 6 de mayo de 2009 | — | Presentación inicial | — | SEC |
| Smith Family Trusts N/A ×3 presentaciones | 27 de abril 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 156 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 |
|---|---|---|---|---|
| AQWA · Global X Funds | 3,49% | 14 621 NS | 31 de mayo de 2026 | N-PORT |
| STNC · Hennessy Funds Trust | 2,40% | 35 590 NS | 30 de abril de 2026 | N-PORT |
| PHO · Invesco Exchange-Traded Fund Trust | 2,39% | 778 147 SH | 8 de agosto de 2026 | Diario |
| ABLD · Abacus FCF ETF Trust | 2,21% | 30 528 NS | 30 de abril de 2026 | N-PORT |
| FLV · AMERICAN CENTURY ETF TRUST | 2,04% | 127 026 NS | 31 de mayo de 2026 | N-PORT |
| FDIV · EA Series Trust | 1,91% | 22 436 NS | 30 de abril de 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 1,54% | 238 117 NS | 31 de mayo de 2026 | N-PORT |
| QDIV · Global X Funds | 1,50% | 8 626 NS | 31 de mayo de 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,47% | 1 104 NS | 30 de abril de 2026 | N-PORT |
| KNG · First Trust Exchange-Traded Fund IV | 1,38% | 754 410 NS | 30 de abril de 2026 | N-PORT |
| NOBL · ProShares Trust | 1,28% | 2 496 049 NS | 31 de mayo de 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 1,26% | 210 840 SH | 8 de agosto de 2026 | Diario |
| TBLU · Tortoise Capital Series Trust | 1,02% | 9 481 NS | 31 de mayo de 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,80% | 90 646 NS | 30 de abril de 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0,72% | 4 332 NS | 31 de mayo de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,71% | 95 403 NS | 30 de abril de 2026 | N-PORT |
| SMMV · iShares Trust | 0,65% | 29 774 SH | 8 de agosto de 2026 | Diario |
| FFLC · FIDELITY COVINGTON TRUST | 0,54% | 98 989 NS | 30 de abril de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,42% | 12 100 NS | 31 de mayo de 2026 | N-PORT |
| QDF · FlexShares Trust | 0,38% | 129 690 NS | 30 de abril de 2026 | N-PORT |
| AFLG · First Trust Exchange-Traded Fund VI… | 0,30% | 34 074 NS | 31 de mayo de 2026 | N-PORT |
| SZNE · Pacer Funds Trust | 0,28% | 599 NS | 30 de abril de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,27% | 33 240 NS | 31 de mayo de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,25% | 20 797 NS | 30 de abril de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 17 649 NS | 30 de abril de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,22% | 16 922 SH | 8 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 3 243 414 SH | 8 de agosto de 2026 | Diario |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 14 891 NS | 30 de abril de 2026 | N-PORT |
| MADE · iShares Trust | 0,21% | 2 090 SH | 8 de agosto de 2026 | Diario |
| BFOR · ALPS ETF Trust | 0,20% | 7 412 NS | 31 de mayo de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,19% | 1 484 286 SH | 8 de agosto de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,19% | 18 932 NS | 30 de abril de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 21 362 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,17% | 18 663 NS | 31 de mayo de 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0,17% | 1 293 NS | 30 de abril de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,15% | 14 625 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 46 201 NS | 30 de abril de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,14% | 6 583 NS | 29 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,14% | 51 994 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,12% | 303 642 NS | 31 de mayo de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 135 727 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,11% | 245 107 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,11% | 11 882 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,10% | 4 623 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,10% | 33 802 NS | 30 de abril de 2026 | N-PORT |
| ISCG · iShares Trust | 0,10% | 15 808 SH | 8 de agosto de 2026 | Diario |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,10% | 6 037 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,09% | 56 046 SH | 8 de agosto de 2026 | Diario |
| GMOV · GMO ETF Trust | 0,09% | 1 470 NS | 31 de mayo de 2026 | N-PORT |
| DUSL · Direxion Shares ETF Trust | 0,09% | 789 NS | 30 de abril de 2026 | N-PORT |