En esta página
01APAM precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
26Mis Métricas
APAM Clase A Artisan Partners Asset Management Inc. Class A Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 31, 2026
$34,88
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$33,96mínimo 52 semanas
$46,53máximo 52 semanas
Capitalización Bursátil (MRQ)
$2.83B
P/E (TTM)
8.4
BPA (TTM)
$4.16
Ingresos (TTM)
$1.25B
tus insignias
Rango 52S
$34–$47
Calificación del Analista
HOLD
Precio Objetivo
$40
P/E
8.4
ROE
74.9%
Margen de Beneficio Neto
24.1%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
APAM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$34.88
Capitalización Bursátil (MRQ)
$2.83B
P/E (TTM)
8.4
BPA (TTM)
$4.16
Ingresos (TTM)
$1.25B
Rendimiento div.
9.1%
ROE (TTM)
74.9%
Rango 52S
$34–$47
APAM Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.20B2016-12-31 → 2025-12-31
BPA$4.052018-12-31 → 2025-12-31
Flujo de caja libre$172M2016-12-31 → 2025-12-31
Margen neto24.1%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | APAM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 8.4promedio 5A ≈11.0 | ≈11.0 | 18.1 | Infravalorado | |
| P/S (TTM) | 2.3promedio 5A ≈3.0 | ≈3.0 | 5.5 | Infravalorado | |
| P/C (MRQ) | 6.7promedio 5A ≈10.0 | ≈10.0 | 1.4 | Sobrevalorado | |
| Precio / FCF (TTM) | 10.9promedio 5A ≈12.0 | ≈12.0 | · | · | |
| Precio / Flujo de Caja (TTM) | 10.8promedio 5A ≈11.9 | ≈11.9 | 11.6 | Sobrevalorado | |
| Precio / Valor Contable Tangible (MRQ) | 6.9promedio 5A ≈10.0 | ≈10.0 | · | · | |
| PEG Ratio (Ratio PEG) | ≈2.4 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | APAM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 33.0%promedio 5A ≈35.2% | ≈35.2% | 31.1% | Débil | |
| Margen EBITDA (TTM) | 33.7%promedio 5A ≈36.0% | ≈36.0% | 31.1% | Débil | |
| Margen antes de impuestos (TTM) | 38.8%promedio 5A ≈39.2% | ≈39.2% | 35.7% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 24.1%promedio 5A ≈23.7% | ≈23.7% | 26.2% | En línea | |
| ROA (TTM) | 20.7%promedio 5A ≈19.5% | ≈19.5% | 6.0% | De primer nivel | |
| ROE (TTM) | 74.9%promedio 5A ≈88.6% | ≈88.6% | 11.1% | De primer nivel | |
| ROIC | 70.3%promedio 5A ≈96.7% | ≈96.7% | 51.3% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | APAM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 7.6%promedio 5A ≈7.4% | ≈7.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 6.4%promedio 5A ≈2.0% | ≈2.0% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 5.9% | · | · | · | |
| EPS YoY (EPS interanual) | 10.7%promedio 5A ≈8.3% | ≈8.3% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 11.8%promedio 5A ≈11.2% | ≈11.2% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 11.3%promedio 5A ≈-0.41% | ≈-0.41% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 3.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 12.0%promedio 5A ≈1.7% | ≈1.7% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 6.4% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | APAM | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.7promedio 5A ≈0.8 | ≈0.8 | 0.4 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$2.1M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo9.1%
Ratio de Pago88.6%
Pago anualizado≈$3.20
CAGR de Dividendos a 5 años≈1.4%
Racha de Crecimiento≈2
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 17, 2026 | $0,80 | USD | ≈9.7% |
| May 15, 2026 | $0,77 | USD | ≈10.9% |
| Feb 13, 2026 | $1,58 | USD | ≈12.2% |
| Nov 14, 2025 | $0,88 | USD | ≈8.6% |
| Ago 15, 2025 | $0,73 | USD | ≈7.7% |
| May 16, 2025 | $0,68 | USD | ≈8.2% |
| Feb 14, 2025 | $1,34 | USD | ≈8.0% |
| Nov 15, 2024 | $0,82 | USD | ≈6.8% |
| Ago 16, 2024 | $0,71 | USD | ≈7.4% |
| May 16, 2024 | $0,61 | USD | ≈6.4% |
| Feb 14, 2024 | $1,02 | USD | ≈6.8% |
| Nov 15, 2023 | $0,65 | USD | ≈7.0% |
| Ago 16, 2023 | $0,61 | USD | ≈7.1% |
| May 16, 2023 | $0,50 | USD | ≈8.1% |
| Feb 13, 2023 | $0,90 | USD | ≈7.8% |
| Nov 15, 2022 | $0,56 | USD | ≈10.9% |
| Ago 16, 2022 | $0,60 | USD | ≈11.0% |
| May 16, 2022 | $0,76 | USD | ≈13.3% |
| Feb 11, 2022 | $1,75 | USD | ≈11.9% |
| Nov 15, 2021 | $1,07 | USD | ≈8.5% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
3.1%
Próximo informe
Oct 26, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 27, 2026 | $0.94 | $0.93 | 1.3% |
| 31 de marzo de 2026 | $0.87 | $0.95 | -8.8% | |
| 31 de diciembre de 2025 | $1.26 | $1.11 | 13.9% | |
| 30 de septiembre de 2025 | $1.02 | $0.99 | 3.1% | |
| 30 de junio de 2025 | $0.83 | $0.82 | 0.76% | |
| 31 de marzo de 2025 | $0.83 | $0.77 | 8.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.20B | $1.11B | $975M | $993M | $1.23B | $900M | $799M | $829M | $796M | $721M | $805M | $829M | |
| Operating Expenses | $797M | $745M | $672M | $649M | $687M | $541M | $515M | $524M | $509M | $487M | $523M | $522M | |
| Operating Income | $400M | $367M | $304M | $344M | $540M | $358M | $283M | $305M | $286M | $234M | $282M | $307M | |
| Interest Expense | · | · | $9M | $10M | $11M | $11M | $11M | $11M | $11M | $12M | $12M | $12M | |
| Interest Income | $9M | $10M | $6M | $333.0K | $559.0K | · | · | · | · | · | · | · | |
| Other Non-op | $90M | $74M | $80M | $-32M | $11M | $11M | $-14M | $-3M | $285M | $-10M | $-24M | $-15M | |
| Pretax Income | $489M | $441M | $384M | $312M | $552M | $369M | $269M | $302M | $571M | $224M | $259M | $292M | |
| Income Tax | $111M | $91M | $72M | $63M | $107M | $61M | $28M | $48M | $421M | $51M | $47M | $49M | |
| Net Income | $290M | $260M | $222M | $207M | $337M | $213M | $157M | $158M | $50M | $73M | $82M | $70M | |
| EPS (Basic) | $4.05 | $3.66 | $3.19 | $2.94 | $5.10 | $3.40 | $2.65 | $2.84 | · | · | · | · | |
| EPS (Diluted) | $4.05 | $3.66 | $3.19 | $2.94 | $5.09 | $3.40 | $2.65 | $2.84 | · | · | · | · | |
| Shares (Basic) | 65,603,942 | 64,900,228 | 63,451,932 | 62,475,960 | 59,866,790 | 55,633,529 | 51,127,929 | 48,862,435 | · | · | · | · | |
| Shares (Diluted) | 65,603,942 | 64,939,183 | 63,486,479 | 62,498,509 | 59,881,039 | 55,637,922 | 51,127,929 | 48,862,435 | · | · | · | · | |
| EBITDA | $409M | $376M | $313M | $352M | $547M | $365M | $290M | $311M | $292M | $240M | $287M | $310M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | $135M | $160M | $137M | $157M | $166M | $182M | |
| PP&E (Net) | $33M | $41M | $47M | $48M | $35M | $36M | $39M | $29M | $21M | $20M | $18M | $17M | |
| PP&E (Gross) | $100M | $100M | $99M | $94M | $79M | $73M | $71M | $61M | $48M | $45M | $39M | $34M | |
| Accum. Depreciation | $67M | $59M | $52M | $46M | $44M | $38M | $32M | $32M | $27M | $25M | $21M | $17M | |
| Goodwill | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Intangibles | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $1.58B | $1.62B | $1.41B | $1.23B | $1.21B | $1.15B | $934M | $805M | $837M | $936M | $946M | $849M | |
| Total Liabilities | $795M | $869M | $802M | $820M | $801M | $867M | $752M | $630M | $667M | $818M | $829M | $742M | |
| Long-term Debt | $190M | $200M | $200M | $200M | $200M | · | · | · | · | · | · | · | |
| Paid-in Capital | $236M | $221M | $194M | $171M | $142M | $108M | $89M | $98M | $148M | $119M | $116M | $94M | |
| Retained Earnings | $203M | $170M | $132M | $93M | $135M | $73M | $44M | $39M | $-38M | $13M | $13M | $16M | |
| AOCI | $-2M | $-3M | $-2M | $-3M | $-1M | $-991.0K | $-1M | $-2M | $-873.0K | $-2M | $-375.0K | $206.0K | |
| Stockholders' Equity | $439M | $389M | $324M | $262M | $276M | $180M | $133M | $135M | $110M | $132M | $130M | $111M | |
| Liabilities + Equity | $1.58B | $1.62B | $1.41B | $1.23B | $1.21B | $1.15B | $934M | $805M | $837M | $936M | $946M | $849M | |
| Shares Outstanding | 80,688,269 | 80,361,139 | 80,014,764 | 79,606,056 | 79,035,069 | 78,572,110 | 77,801,854 | 76,942,872 | 75,569,845 | 74,354,869 | 73,408,928 | 72,927,543 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $10M | $9M | $8M | $7M | $7M | $6M | $6M | $5M | $5M | $5M | $3M | |
| Stock-based Comp | $27M | $31M | $32M | $40M | $39M | $36M | $42M | $53M | · | · | · | $88M | |
| Deferred Tax | $56M | $44M | $42M | $30M | $38M | $28M | $7M | $25M | $395M | $34M | $17M | $18M | |
| Other Non-cash | $-211M | $28M | $-53M | $28M | $-23M | $35M | $123M | $144M | $-246M | $158M | $218M | $219M | |
| Operating Cash Flow | $172M | $373M | $253M | $313M | $399M | $319M | $293M | $333M | $226M | $270M | $321M | $352M | |
| CapEx | $371.0K | $2M | $2M | $7M | $2M | $2M | $3M | $3M | $2M | $3M | $4M | $5M | |
| Investing Cash Flow | $35M | $-25M | $-38M | $-64M | $-27M | $19M | $-18M | $-14M | $-5M | $-2M | $-11M | $-8M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Dividends Paid | $257M | $222M | $183M | $249M | $275M | $203M | $188M | $168M | $131M | $115M | $124M | $100M | |
| Financing Cash Flow | $-183M | $-254M | $-175M | $-306M | $-335M | $-282M | $-307M | $-263M | $-219M | $-278M | $-326M | $-373M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $-19M | $-9M | $-16M | $-30M | |
| Taxes Paid | $57M | $43M | $31M | $32M | $70M | $35M | $19M | $21M | $25M | $19M | $29M | $31M | |
| Free Cash Flow | $172M | $371M | $251M | $306M | $396M | $317M | $289M | $330M | $202M | $267M | $317M | $393M | |
| Levered FCF | · | · | $244M | $298M | $387M | $308M | $279M | $321M | $199M | $258M | $308M | $384M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 33.4% | 33.0% | 31.1% | 34.6% | 44.0% | 39.8% | 35.5% | · | 36.0% | 32.5% | 35.1% | 37.0% | |
| Net Margin | 24.3% | 23.4% | 22.8% | 20.8% | 27.4% | 23.6% | 19.6% | · | 6.2% | 10.1% | 10.2% | 8.4% | |
| Pretax Margin | 40.9% | 39.6% | 39.4% | 31.4% | 44.9% | 41.0% | 33.7% | · | 71.8% | 31.1% | 32.1% | 34.7% | |
| EBITDA Margin | 34.2% | 33.9% | 32.1% | 35.4% | 44.6% | 40.6% | 36.3% | · | 36.7% | 33.2% | 35.6% | 37.4% | |
| ROA | 18.2% | 17.2% | 16.8% | 16.9% | 28.5% | 20.4% | 18.0% | 19.3% | 5.6% | 7.8% | 9.1% | 9.7% | |
| ROE | 70.2% | 72.9% | 75.8% | 76.8% | 147.4% | 135.7% | 116.8% | 129.2% | 41.0% | 55.8% | 67.9% | 90.0% | |
| ROIC | 70.3% | 74.8% | 76.1% | 104.5% | 157.7% | 165.9% | 191.2% | 190.2% | 68.8% | 137.1% | 177.9% | 229.8% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | 35.4 | 34.7 | 50.0 | 33.2 | 25.6 | 27.2 | 25.0 | 20.1 | 24.1 | 26.5 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 0.8 | 1.0 | 0.9 | 0.9 | · | 0.9 | 0.8 | 0.9 | 1.2 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.44 | $4.84 | $4.05 | $3.29 | $3.49 | $2.30 | $1.71 | $1.76 | $1.45 | $1.77 | $1.77 | $1.52 | |
| Revenue / Share | $18.24 | $17.12 | $15.36 | $15.89 | $20.49 | $16.17 | · | · | · | · | · | · | |
| Cash Flow / Share | $2.62 | $5.74 | $3.99 | $5.00 | $6.66 | $5.73 | · | · | · | · | · | · | |
| Cash / Share | · | · | · | · | · | · | $1.73 | $2.09 | $1.82 | $2.11 | $2.26 | $2.50 | |
| Dividend Paid / Share | $3.63 | $3.16 | $2.66 | $3.67 | $4.23 | $3.39 | $3.39 | $3.19 | $2.76 | $2.80 | $3.35 | $3.83 | |
| EPS (TTM) | $4.05 | $3.66 | $3.19 | $2.94 | $5.09 | $3.40 | $2.65 | $2.84 | $-4.34 | $-4.34 | $-4.34 | $-4.34 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.6% | 14.0% | -1.8% | -19.1% | 36.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.4% | -3.2% | 2.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 10.7% | 14.7% | 8.5% | -42.2% | 49.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 11.3% | -10.4% | -2.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 11.8% | 16.9% | 7.5% | -38.6% | 58.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 12.0% | -8.3% | 1.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 4.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.20B | $1.11B | $975M | $993M | $1.23B | $900M | $799M | $829M | $796M | $721M | $805M | $829M | |
| Net Income TTM | $290M | $260M | $222M | $207M | $337M | $213M | $157M | $158M | $50M | $73M | $82M | $70M | |
| Market Cap | $3.29B | $3.46B | $3.54B | $2.36B | $3.77B | $3.96B | $2.51B | $1.70B | $2.99B | $2.21B | $2.65B | $3.69B | |
| P/E | 10.1 | 11.8 | 13.8 | 10.1 | 9.4 | 14.8 | 12.2 | 7.8 | -9.1 | -6.9 | -8.3 | -11.6 | |
| P/S | 2.7 | 3.1 | 3.6 | 2.4 | 3.1 | 4.4 | 3.1 | 2.1 | 3.8 | 3.1 | 3.3 | 4.4 | |
| P/B | 7.5 | 8.9 | 10.9 | 9.0 | 13.6 | 21.9 | 18.9 | 12.6 | 27.2 | 16.8 | 20.4 | 33.2 | |
| P / Tangible Book | 7.5 | 8.9 | 10.9 | 9.0 | 13.6 | 21.9 | · | · | · | · | · | · | |
| P / Cash Flow | 19.1 | 9.3 | 14.0 | 7.6 | 9.4 | 12.4 | 8.6 | 5.1 | 14.6 | 8.2 | 8.2 | 9.3 | |
| P / FCF | 19.2 | 9.3 | 14.1 | 7.7 | 9.5 | 12.5 | 8.7 | 5.1 | 14.7 | 8.3 | 8.3 | 9.4 | |
| Dividend Yield | 7.8% | 6.4% | 5.2% | 10.5% | 7.3% | 5.1% | 7.5% | 9.9% | 4.4% | 5.2% | 4.7% | 2.7% | |
| Earnings Yield | 9.9% | 8.5% | 7.2% | 9.9% | 10.7% | 6.8% | 8.2% | 12.8% | -11.0% | -14.6% | -12.0% | -8.6% | |
| Payout Ratio | 88.6% | 85.5% | 82.5% | 120.3% | 81.6% | 95.5% | 120.2% | 106.0% | 264.2% | 158.0% | 151.5% | 143.3% | |
| Annual Payout | $257M | $222M | $183M | $249M | $275M | $203M | $188M | $168M | $131M | $115M | $124M | $100M |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $308M | $303M | $336M | $301M | $283M | $277M | $297M | $280M | $271M | $264M | $249M | $249M | $243M | $235M | $226M | $234M | |
| Operating Expenses | $223M | $209M | $204M | $199M | $203M | $191M | $188M | $186M | $184M | $187M | $173M | $167M | $166M | $166M | $156M | $156M | |
| Operating Income | $85M | $94M | $132M | $102M | $80M | $87M | $109M | $93M | $87M | $78M | $76M | $82M | $77M | $68M | $70M | $79M | |
| Interest Expense | · | · | · | · | · | · | · | · | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Interest Income | $2M | $2M | $3M | $3M | $2M | $2M | $3M | $3M | $2M | $2M | $3M | $2M | $1M | $524.0K | · | · | |
| Other Non-op | $42M | $-8M | $16M | $22M | $41M | $11M | $4M | $36M | $3M | $31M | $37M | $6M | $16M | $22M | $13M | $-11M | |
| Pretax Income | $127M | $86M | $147M | $123M | $121M | $97M | $113M | $129M | $90M | $109M | $113M | $88M | $92M | $90M | $83M | $67M | |
| Income Tax | $26M | $19M | $29M | $37M | $25M | $20M | $26M | $25M | $19M | $22M | $20M | $15M | $18M | $19M | $17M | $15M | |
| Net Income | $81M | $58M | $95M | $67M | $68M | $61M | $70M | $73M | $58M | $59M | $65M | $53M | $54M | $51M | $53M | $44M | |
| EPS (Basic) | $1.11 | $0.76 | $1.36 | $0.93 | $0.94 | $0.82 | $0.99 | $1.03 | $0.80 | $0.84 | $0.95 | $0.76 | $0.76 | $0.72 | $0.77 | $0.65 | |
| EPS (Diluted) | $1.11 | $0.76 | $1.36 | $0.93 | $0.94 | $0.82 | $0.99 | $1.03 | $0.80 | $0.84 | $0.95 | $0.76 | $0.76 | $0.72 | $0.77 | $0.65 | |
| Shares (Basic) | 66,355,850 | 66,125,995 | · | 65,666,782 | 65,645,108 | 65,373,285 | · | 65,123,054 | 64,960,740 | 64,319,977 | · | 63,520,402 | 63,503,389 | 63,231,797 | · | 62,623,434 | |
| Shares (Diluted) | 66,355,850 | 66,125,995 | · | 65,666,782 | 65,645,108 | 65,373,285 | · | 65,162,898 | 64,998,499 | 64,355,247 | · | 63,563,044 | 63,520,040 | 63,247,163 | · | 62,632,660 | |
| EBITDA | $85M | $97M | · | $102M | $80M | $89M | · | $93M | $87M | $80M | · | $82M | $77M | $71M | · | $79M |
Balance general
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $31M | $32M | $33M | $35M | $37M | $39M | $41M | $43M | $45M | $46M | · | $47M | $48M | $48M | · | $47M | |
| PP&E (Gross) | · | · | $100M | · | · | · | $100M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $67M | · | · | · | $59M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $40M | $40M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Intangibles | $8M | $8M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $1.46B | $1.44B | $1.58B | $1.58B | $1.44B | $1.37B | $1.62B | $1.61B | $1.51B | $1.52B | · | $1.42B | $1.41B | $1.33B | · | $1.34B | |
| Total Liabilities | $908M | $928M | $795M | $885M | $840M | $868M | $869M | $907M | $857M | $899M | · | $875M | $893M | $888M | · | $959M | |
| Long-term Debt | $190M | $190M | $190M | $190M | $200M | $200M | $200M | $200M | $200M | $200M | · | $200M | $200M | $200M | · | $200M | |
| Paid-in Capital | $246M | $241M | $236M | $232M | $227M | $221M | $221M | $215M | $208M | $202M | · | $188M | $181M | $175M | · | $164M | |
| Retained Earnings | $175M | $149M | $203M | $171M | $156M | $137M | $170M | $158M | $135M | $121M | · | $112M | $101M | $82M | · | $79M | |
| AOCI | $-2M | $-2M | $-2M | $-2M | $-1M | $-2M | $-3M | $-2M | $-3M | $-3M | · | $-3M | $-3M | $-3M | · | $-4M | |
| Stockholders' Equity | $420M | $389M | $439M | $402M | $382M | $357M | $389M | $372M | $341M | $320M | · | $298M | $281M | $255M | · | $239M | |
| Liabilities + Equity | $1.46B | $1.44B | $1.58B | $1.58B | $1.44B | $1.37B | $1.62B | $1.61B | $1.51B | $1.52B | · | $1.42B | $1.41B | $1.33B | · | $1.34B | |
| Shares Outstanding | 81,066,833 | 81,057,762 | 80,688,269 | 80,697,175 | 80,707,018 | 80,663,193 | 80,361,139 | 80,361,139 | 80,371,812 | 80,374,834 | 80,014,764 | 79,962,701 | 79,962,701 | 79,976,294 | 79,606,056 | 79,612,433 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $7M | $7M | $6M | $7M | $7M | $7M | $8M | $7M | $8M | $8M | $8M | $8M | $8M | $9M | $10M | $10M | |
| Deferred Tax | $11M | $11M | $9M | $22M | $13M | $11M | $10M | $12M | $10M | $13M | $10M | $9M | $11M | $12M | $8M | $7M | |
| Amort. of Intangibles | $240.0K | $240.0K | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $104M | · | · | · | $76M | · | · | · | $64M | · | · | · | $47M | · | · | |
| Operating Cash Flow | $116M | $182M | $-77M | $40M | $51M | $158M | $37M | $113M | $76M | $147M | $-10M | $80M | $62M | $121M | $6M | $89M | |
| CapEx | $373.0K | $518.0K | $67.0K | $35.0K | $63.0K | $206.0K | $464.0K | $341.0K | $649.0K | $116.0K | $2M | $147.0K | $92.0K | $346.0K | $1M | $4M | |
| Investing Cash Flow | $35M | $-12M | $31M | $10M | $33M | $-38M | $-451.0K | $232.0K | $4M | $-29M | $-2M | $-2M | $1M | $-36M | $-3M | $-7M | |
| Dividends Paid | $55M | $112M | $62M | $52M | $48M | $95M | $58M | $50M | $43M | $71M | $45M | $42M | $34M | $62M | $38M | $41M | |
| Financing Cash Flow | $-100M | $-95M | $-40M | $-20M | $-31M | $-92M | $-48M | $-66M | $-76M | $-64M | $-41M | $-41M | $-39M | $-55M | $-47M | $-57M | |
| Free Cash Flow | · | $181M | · | · | · | $158M | · | · | · | $147M | · | · | · | $121M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $145M | · | · | · | $119M | · | · |
Rentabilidad
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 27.5% | 31.1% | · | 33.8% | 28.2% | 31.2% | · | 33.3% | 32.0% | 29.4% | · | 33.0% | 31.6% | 29.1% | · | 33.6% | |
| Net Margin | 26.2% | 19.1% | · | 22.2% | 23.9% | 22.1% | · | 26.1% | 21.3% | 22.5% | · | 21.4% | 22.1% | 21.6% | · | 18.9% | |
| Pretax Margin | 41.2% | 28.5% | · | 41.0% | 42.7% | 35.1% | · | 46.1% | 33.2% | 41.1% | · | 35.4% | 38.0% | 38.6% | · | 28.7% | |
| EBITDA Margin | 27.5% | 31.9% | · | 33.8% | 28.2% | 32.1% | · | 33.3% | 32.0% | 30.3% | · | 33.0% | 31.6% | 30.1% | · | 33.6% | |
| ROA | 5.6% | 4.1% | · | 4.2% | 4.6% | 4.2% | · | 4.8% | 4.0% | 4.3% | · | 3.9% | 4.0% | · | · | 3.4% | |
| ROE | 20.2% | 15.6% | · | 17.3% | 18.7% | 18.1% | · | 21.8% | 18.5% | 21.7% | · | 19.2% | 21.1% | · | · | 18.1% | |
| ROIC | 16.0% | 19.0% | · | 17.7% | 16.6% | 19.3% | · | 20.3% | 20.1% | 19.3% | · | 23.0% | 21.8% | · | · | 25.7% |
Liquidez y Solvencia
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 39.5 | 37.7 | · | 35.8 | 35.4 | 33.2 | · | 32.4 |
Eficiencia
| 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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | · | · | 0.2 |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.18 | $4.80 | · | $4.98 | $4.73 | $4.42 | · | $4.63 | $4.24 | $3.99 | · | $3.72 | $3.51 | · | · | $3.00 | |
| Revenue / Share | $4.64 | $4.58 | · | $4.59 | $4.31 | $4.24 | · | $4.29 | $4.17 | $4.11 | · | $3.91 | $3.82 | $3.71 | · | $3.74 | |
| Cash Flow / Share | · | $2.75 | · | · | · | $2.42 | · | · | · | $2.28 | · | · | · | $1.91 | · | · | |
| Dividend Paid / Share | $0.77 | $1.58 | $0.88 | $0.73 | $0.68 | $1.34 | $0.82 | $0.71 | $0.61 | $1.02 | $0.65 | $0.61 | $0.50 | $0.90 | $0.56 | $0.60 | |
| EPS (TTM) | $4.16 | $3.99 | · | $3.68 | $3.78 | $3.64 | · | $3.62 | $3.35 | $3.31 | · | $3.01 | $2.90 | $2.76 | · | $3.44 |
Valoración (TTM)
| 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 | $1.25B | $1.22B | · | $1.16B | $1.14B | $1.12B | · | $1.06B | $1.03B | $1.00B | · | $952M | $938M | $946M | · | $1.08B | |
| Net Income TTM | $300M | $287M | · | $265M | $271M | $261M | · | $255M | $235M | $231M | · | $210M | $201M | $192M | · | $239M | |
| Market Cap | $2.80B | $2.95B | · | $3.50B | $3.58B | $3.15B | · | $3.48B | $3.32B | $3.68B | · | $2.99B | $3.14B | · | · | $2.14B | |
| P/E | 8.3 | 9.1 | · | 11.8 | 11.7 | 10.7 | · | 12.0 | 12.3 | 13.8 | · | 12.4 | 13.6 | 11.6 | · | 7.8 | |
| P/S | 2.2 | 2.4 | · | 3.0 | 3.1 | 2.8 | · | 3.3 | 3.2 | 3.7 | · | 3.1 | 3.4 | 2.7 | · | 2.0 | |
| P/B | 6.7 | 7.6 | · | 8.7 | 9.4 | 8.8 | · | 9.4 | 9.7 | 11.5 | · | 10.1 | 11.2 | · | · | 9.0 | |
| P / Tangible Book | 7.5 | 8.7 | · | 8.7 | 9.4 | 8.8 | · | 9.4 | 9.7 | 11.5 | · | 10.1 | 11.2 | · | · | 9.0 | |
| P / Cash Flow | · | 16.2 | · | · | · | 20.0 | · | · | · | 25.0 | · | · | · | · | · | · | |
| Dividend Yield | 10.1% | 9.3% | · | 7.2% | 7.0% | 7.8% | · | 6.0% | 6.1% | 5.2% | · | 5.9% | 5.6% | 7.5% | · | 13.1% | |
| Earnings Yield | 12.0% | 11.0% | · | 8.5% | 8.5% | 9.3% | · | 8.4% | 8.1% | 7.2% | · | 8.0% | 7.4% | 8.6% | · | 12.8% | |
| Payout Ratio | · | 193.8% | · | · | · | 154.9% | · | · | · | 119.4% | · | · | · | 121.8% | · | · | |
| Annual Payout | $282M | $275M | · | $253M | $251M | $246M | · | $209M | $201M | $193M | · | $177M | $176M | $193M | · | $282M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $1.20B | $1.11B | $975M | $993M | $1.23B |
| Margen Operativo % | 33.4% | 33.0% | 31.1% | 34.6% | 44.0% |
| Beneficio neto | $290M | $260M | $222M | $207M | $337M |
| EPS Diluido | $4.05 | $3.66 | $3.19 | $2.94 | $5.09 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $172M | $371M | $251M | $306M | $396M |
Propietarios institucionales (13F) 411 declarantes · $2.7B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
411
Valor en tenencia
$2.7B
Nuevas posiciones
50
Posiciones cerradas
47
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 50 (-11 vs trimestre anterior) | 47 (+8 vs trimestre anterior) | 154 (+9 vs trimestre anterior) | 114 (-11 vs trimestre anterior) | +785K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $386 680 180 | 11 198 383 | 14,25% | Acciones |
| VANGUARD GROUP INC | $312 230 341 | 7 663 975 | 11,50% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $178 570 297 | 5 171 453 | 6,58% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $145 347 578 | 4 209 313 | 5,36% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $105 760 211 | 3 062 850 | 3,90% | Acciones |
| STATE STREET CORP | $101 816 850 | 2 948 649 | 3,75% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $97 109 513 | 2 812 323 | 3,58% | Acciones |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $85 177 568 | 2 466 770 | 3,14% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $77 989 367 | 2 258 283 | 2,87% | Acciones |
| MORGAN STANLEY | $68 444 610 | 1 982 177 | 2,52% | Acciones |
| Channing Capital Management, LLC | $64 091 340 | 1 856 106 | 2,36% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $60 161 876 | 1 742 180 | 2,22% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $59 723 709 | 1 729 618 | 2,20% | Acciones |
| WASATCH ADVISORS LP | $57 188 159 | 1 571 535 | 2,11% | Acciones |
| Fisher Asset Management, LLC | $44 037 930 | 1 275 352 | 1,62% | Acciones |
| ROYCE & ASSOCIATES LP | $33 787 087 | 978 485 | 1,24% | Acciones |
| NORTHERN TRUST CORP | $30 143 171 | 872 956 | 1,11% | Acciones |
| GOLDMAN SACHS GROUP INC | $28 109 856 | 814 071 | 1,04% | Acciones |
| FEDERATED HERMES, INC. | $26 715 136 | 773 679 | 0,98% | Acciones |
| CITADEL ADVISORS LLC | $26 257 372 | 760 422 | 0,97% | Acciones |
| UBS Group AG | $24 080 532 | 697 380 | 0,89% | Acciones |
| WELLS FARGO & COMPANY/MN | $22 113 827 | 640 424 | 0,81% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $20 537 739 | 594 780 | 0,76% | Acciones |
| Invesco Ltd. | $20 435 268 | 591 812 | 0,75% | Acciones |
| D. E. Shaw & Co., Inc. | $17 736 507 | 513 655 | 0,65% | Acciones |
| Public Sector Pension Investment Board | $17 587 821 | 509 349 | 0,65% | Acciones |
| Capital World Investors | $17 583 159 | 509 214 | 0,65% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $16 771 014 | 485 694 | 0,62% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $16 766 629 | 485 567 | 0,62% | Acciones |
| Nuveen, LLC | $15 209 326 | 440 467 | 0,56% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $14 742 137 | 426 937 | 0,54% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $14 164 568 | 410 210 | 0,52% | Acciones |
| Bank of New York Mellon Corp | $14 053 699 | 407 000 | 0,52% | Acciones |
| BARCLAYS PLC | $13 330 963 | 386 069 | 0,49% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $13 297 572 | 385 102 | 0,49% | Acciones |
| SPROTT INC. | $12 503 140 | 362 095 | 0,46% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $11 917 201 | 345 126 | 0,44% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $11 248 078 | 325 748 | 0,41% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $11 053 295 | 320 107 | 0,41% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $10 718 077 | 310 399 | 0,39% | Acciones |
| BANK OF AMERICA CORP /DE/ | $9 534 832 | 276 132 | 0,35% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $9 491 261 | 274 870 | 0,35% | Acciones |
| Creative Planning | $9 356 230 | 270 959 | 0,34% | Acciones |
| Jump Financial, LLC | $9 217 853 | 266 952 | 0,34% | Acciones |
| Point72 Asset Management, L.P. | $8 307 193 | 240 579 | 0,31% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $8 056 091 | 233 307 | 0,30% | Acciones |
| Qube Research & Technologies Ltd | $7 917 936 | 229 306 | 0,29% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $7 554 549 | 218 782 | 0,28% | Acciones |
| AMERIPRISE FINANCIAL INC | $7 413 627 | 214 710 | 0,27% | Acciones |
| FRANKLIN RESOURCES INC | $6 799 027 | 196 902 | 0,25% | Acciones |
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 |
|---|---|---|---|---|---|
| Eric R. Colson, Charles J. Daley Jr., Jason A. Gottlieb ×21 presentaciones | 5 de enero de 2026 | 10,20% | Enmienda | · | SEC |
| Eric R. Colson ., Charles J. Daley, Jr., Gregory K. Ramirez | 16 de marzo de 2018 | · | Presentación inicial | · | SEC |
| Andrew A. Ziegler, Artisan Investment Corporation, ZFIC, Inc., Carlene M. Ziegler ×6 presentaciones | 1 de marzo de 2017 | · | 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.
Informantes de la empresa 25 insiders · 13 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jason A. Gottlieb | CEO and President | 2 de marzo de 2026 A | 228 352 | 0 | 0 | $0 |
| Charles J. Daley Jr. | Exec VP, CFO & Treasurer | 2 de marzo de 2026 A | 110 801 | 0 | 0 | $0 |
| Gregory K Ramirez | Executive Vice President | 19 de agosto de 2026 S | 109 194 | 0 | 1 | $-298 130 |
| Ryan George Von Hoff | Chief Accounting Officer | 2 de marzo de 2026 A | 3 828 | 0 | 0 | $0 |
| Laura Ellen Simpson | Exec VP, CLO & Secretary | 2 de marzo de 2026 A | 42 139 | 0 | 0 | $0 |
| Samuel Bentson Sellers | Executive Vice President | 2 de marzo de 2026 A | 2 275 | 0 | 0 | $0 |
| Eileen Lee Kwei | Executive Vice President | 2 de marzo de 2026 A | 2 275 | 0 | 0 | $0 |
| Christopher J Krein | Executive Vice President | 2 de marzo de 2026 A | 124 209 | 0 | 0 | $0 |
| Eric R. Colson | Executive Chair | 2 de marzo de 2026 A | 368 607 | 0 | 0 | $0 |
| Sarah A Johnson | Exec VP, CLO & Secretary | 1 de marzo de 2022 A | 71 591 | 0 | 0 | $0 |
| James S Hamman JR | Executive Vice President | 18 de febrero de 2020 A | 37 996 | 0 | 0 | $0 |
| Dean J Patenaude | Executive Vice President | 16 de febrero de 2016 A | 26 500 | 0 | 0 | $0 |
| Janet D Olsen | Exec VP, CLO & Secretary | 12 de marzo de 2013 A | 221 237 | 0 | 0 | $0 |
| Clarence Kane Brenan | Consejero | 29 de enero de 2026 A | 2 876 | 0 | 0 | $0 |
| Saloni S Multani | Consejero | 29 de enero de 2026 A | 29 327 | 0 | 0 | $0 |
| Peter B. Crawford | Consejero | 29 de enero de 2026 A | 5 752 | 0 | 0 | $0 |
| Matthew R Barger | Consejero | 29 de enero de 2026 A | 35 368 | 0 | 0 | $0 |
| Jennifer Barbetta | Consejero | 29 de enero de 2026 A | 27 727 | 0 | 0 | $0 |
| Stephanie Dimarco | Consejero | 29 de enero de 2026 A | 49 964 | 0 | 0 | $0 |
| Jeffrey A Joerres | Consejero | 29 de enero de 2026 A | 77 157 | 0 | 0 | $0 |
| Tench Coxe | Consejero | 29 de enero de 2025 A | 324 227 | 0 | 0 | $0 |
| ZIEGLER ANDREW A | Consejero | 25 de enero de 2023 A | 53 897 | 0 | 0 | $0 |
| Seth W Brennan | Consejero | 29 de enero de 2019 A | 29 883 | 0 | 0 | $0 |
| Allen R Thorpe | Consejero | 22 de enero de 2014 A | 4 728 | 0 | 0 | $0 |
| Daniel J. O'Keefe | Propietario del 10% | 17 de julio de 2013 J | 627 632 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 72 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 4,38% | 519 NS | 31 de julio de 2026 | N-PORT |
| ZIG · ETF Series Solutions | 3,60% | 29 093 NS | 31 de julio de 2026 | N-PORT |
| SMLL · Harbor ETF Trust | 2,65% | 9 431 NS | 31 de julio de 2026 | N-PORT |
| CVSM · Elevation Series Trust | 2,00% | 48 098 NS | 31 de julio de 2026 | N-PORT |
| KBWD · Invesco Exchange-Traded Fund Trust … | 1,87% | 188 873 SH | 1 de octubre de 2026 | Diario |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1,59% | 125 402 SH | 1 de octubre de 2026 | Diario |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,74% | 48 096 SH | 1 de octubre de 2026 | Diario |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,61% | 4 574 SH | 1 de octubre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,36% | 26 267 SH | 1 de octubre de 2026 | Diario |
| ISVL · iShares Trust | 0,32% | 20 522 SH | 11 de septiembre de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,22% | 671 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,17% | 11 343 SH | 1 de octubre de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,15% | 49 872 NS | 31 de julio de 2026 | N-PORT |
| IEUS · iShares Trust | 0,14% | 4 851 SH | 11 de septiembre de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,14% | 45 632 SH | 19 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 20 508 NS | 31 de julio de 2026 | N-PORT |
| PICK · iShares, Inc. | 0,13% | 66 558 SH | 11 de septiembre de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,13% | 248 425 SH | 19 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,12% | 69 295 SH | 19 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,12% | 75 240 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,11% | 84 416 SH | 1 de octubre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 19 273 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,10% | 364 459 SH | 11 de septiembre de 2026 | Diario |
| ESML · iShares Trust | 0,10% | 70 480 SH | 11 de septiembre de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,10% | 2 181 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 1 646 963 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,08% | 30 828 NS | 31 de julio de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,08% | 41 775 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,08% | 41 514 SH | 1 de octubre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 370 955 SH | 19 de agosto de 2026 | Diario |
| SCZ · iShares Trust | 0,06% | 154 889 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,06% | 234 712 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,06% | 22 273 SH | 19 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 983 016 SH | 19 de agosto de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,05% | 162 596 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,05% | 6 983 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,05% | 11 106 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,03% | 17 222 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 4 519 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 816 469 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 550 861 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,03% | 112 125 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 18 063 NS | 31 de julio de 2026 | N-PORT |
| PXF · Invesco Exchange-Traded Fund Trust … | 0,02% | 14 321 SH | 1 de octubre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 2 930 NS | 31 de julio de 2026 | N-PORT |
| IEUR · iShares Trust | 0,02% | 31 507 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 161 841 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 7 401 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 9 200 NS | 31 de julio de 2026 | N-PORT |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 102 265 SH | 19 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,01% | 417 090 SH | 19 de agosto de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 248 729 SH | 19 de agosto de 2026 | Diario |
| VSGX · VANGUARD WORLD FUND | 0,01% | 8 863 SH | 19 de agosto de 2026 | Diario |
| IEFA · iShares Trust | 0,01% | 344 479 SH | 11 de septiembre de 2026 | Diario |
| IDEV · iShares Trust | 0,01% | 46 175 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 22 306 NS | 31 de julio de 2026 | N-PORT |
| IXUS · iShares Trust | 0,01% | 72 649 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 25 297 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 92 418 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 15 399 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 139 144 SH | 19 de agosto de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 621 370 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 71 632 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 5 289 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 14 195 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 4 333 215 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 363 005 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 290 641 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 244 439 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 9 797 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 3 140 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 9 173 SH | 11 de septiembre de 2026 | Diario |
APAM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 9 analistas
VENTA
Objetivo mediano
$39.00
+11,8%
0 0,0%
Compra fuerte
1 11,1%
Compra
4 44,4%
Mantener
2 22,2%
Venta
2 22,2%
Venta fuerte
Precio objetivo a 12 meses
4 analistas · 2026-10-02Objetivo medio $39.50 +13,2%
← Por Debajo de Todos los Objetivos
Precio Actual $34.88
Mín$35.00
Media$39.50
Máx$45.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| APAM | $3.29B | 10.1 | 7.6% | 24.3% | 70.2% | · |
| HTGC | · | · | · | · | · | · |
| FSK | $4.15B | 370.2 | · | · | 0.18% | · |
| XXI | · | · | · | · | · | · |
| WT | $1.72B | 16.3 | 15.4% | 22.1% | 25.4% | · |
| GCMG | · | 27.0 | 8.5% | 8.1% | -14449.4% | · |
| TSLX | $2.06B | 12.0 | · | · | 10.6% | · |
| TRIN | $1.19B | 7.5 | -46.2% | 2767.4% | 14.1% | · |
| CSWC | $1.34B | 11.6 | · | · | 11.5% | · |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Jul 31, 2026