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

03
Precio $35.31
Capitalización Bursátil (MRQ) $2.96B
P/E (TTM) 12.7
BPA (TTM) $2.77
Ingresos (TTM) $1.92B
Rendimiento div. 5.4%
ROE (TTM) 8.3%
Deuda/Capital (MRQ) 0.1
Rango 52S $34–$44

AVA Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
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.

Divisiones de acciones 1
Fecha ex-dividendo División Tipo
10 de noviembre de 1993 2-for-1 Adelante

Acerca de Avista Corporation Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Avista Corporation is an American energy company which generates and transmits electricity and distributes natural gas to residential, commercial, and industrial customers. Approximately 1,550 employees provide electricity, natural gas, and other energy services to 422,000 electric and 383,000 natural gas customers in three western states. The service territory covers 30,000 square miles (78,000 km2) in eastern Washington, northern Idaho, and parts of southern and eastern Oregon, with a population of 1.5 million.

Avista Utilities is the regulated business unit of Avista Corp., an investor-owned utility headquartered in Spokane, Washington. Avista Corp.'s primary, non-utility subsidiary was Ecova, an energy and sustainability management company with over 700 expense management customers, representing more than 600,000 sites. In 2014, Ecova was sold to Cofely, a subsidiary of GDF Suez.

The company was founded 137 years ago in 1889 as Washington Water Power Company. The board of directors approved a name change to Avista Corporation, effective January 1, 1999, and the company began trading under the Avista name on Monday, January 4.

At that time, the company also bought naming rights for Spokane's minor league baseball park, Avista Stadium.

History

Washington Water Power was incorporated in March 1889 with the aim of generating hydroelectric power from the Spokane River. Earlier in 1889, F. Rockwood Moore, then affiliated with the Edison Electric Illuminating Company, purchased property on both sides of the Spokane River with the intent of developing a power plant for the company. Because of skepticism as to the reliability of hydro power from Eastern investors, and high royalties from Edison Electric, local businessmen including Mr. Moore incorporated the company, sought investors for the new company to build the project.

In the 1890s through the 1930s, Washington Water Power bought up streetcar companies in the city of Spokane and had cornered the transportation market by 1900. Despite seeing a peak in 1910, ridership declined through the 1930s and Washington Water Power's final streetcar line closed in 1936. The company would never again seek to enter the public transportation market.

In 1892 Washington Water Power purchased a park called Twickenham Park on the banks of the Spokane River. The company renamed the attraction Natatorium Park and expanded it with a large swimming pool in 1895 and it became an all-purpose recreation site for the city. Washington Water Power eventually sold the park in 1929.

Washington Water Power expanded in Oregon and into California by acquiring the natural gas operations of CP National from Alltel in 1989. The California operations were sold to Southwest Gas in 2005.

In 2014, Avista acquired Alaska Electric Light & Power, the electric utility for Juneau in an all stock transaction worth $170 million.

Avista supports adoption of electric vehicles. In 2016, Avista proposed a two-year pilot program that would install 265 charging stations for electric cars in the eastern part of Washington state. The program was estimated to cost around $3.1 million. It would install fast electric vehicle charging stations in 120 homes, 100 workplaces, and 45 public areas.

In 2017, Ontario-based electrical utility Hydro One agreed to purchase Avista.

In December 2018, The Washington Utilities and Transportation Commission rejected the proposed takeover by Hydro-One, saying the Ontario government (its largest shareholder) led by recently elected premier Doug Ford, had interfered politically in Hydro One's business affairs, most glaringly ordering the removal of CEO Mayo Schmidt, who he dubbed "the Six Million Dollar Man" during the election, and vowing to fire him if elected.

Lawsuits

On September 27, 2002, Avista was sued for issuing false and misleading statements concerning its business and financial condition, including failing to disclose that Avista was engaged in highly risky energy trading activities with Enron and Portland General Electric. On December 20, 2007, Avista agreed to a $9.5 million settlement.

Restatement

On February 20, 2002, the company voluntarily adjusted the amount originally allocated to IPR&D, stating its intent to restate its third quarter 1998 consolidated financial statements accordingly.

Other media

In the movie Vision Quest, Matthew Modine's character Louden Swain can be seen running over the Monroe Street Bridge with “Washington Water Power” prominently displayed in the background on the historic Washington Water Power Post Street Electric Substation.

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

Wikidata ↗

sectorUtilities industriaUtilities paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$1.96B
2016-12-31 → 2025-12-31
BPA$2.38
2016-12-31 → 2025-12-31
Flujo de caja libre$-101M
2016-12-31 → 2025-12-31
Margen neto11.8%
2016-12-31 → 2025-12-31
Valoración y ratios 07–12

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

Métrica Tendencia a 5 años AVA promedio 5A Mediana de Pares Veredicto
P/E (TTM) 12.7promedio 5A ≈17.9 ≈17.9 19.8 Infravalorado
P/S (TTM) 1.5promedio 5A ≈1.8 ≈1.8 2.5 Infravalorado
P/C (MRQ) 1.0promedio 5A ≈1.3 ≈1.3 1.5 Infravalorado
EV / EBITDA 5.1promedio 5A ≈8.5 ≈8.5 12.2 Infravalorado
Precio / FCF (TTM) -28.4promedio 5A ≈563.7 ≈563.7 · ·
Precio / Flujo de Caja (TTM) 5.4promedio 5A ≈11.3 ≈11.3 8.5 Infravalorado
EV / Revenue (EV / Ingresos) 1.7promedio 5A ≈2.5 ≈2.5 · ·
EV / FCF -32.5promedio 5A ≈622.0 ≈622.0 · ·
Price / Tangible Book (Precio / Valor Contable Tangible) 1.1promedio 5A ≈1.3 ≈1.3 · ·
PEG Ratio (Ratio PEG) ≈2.8 · · ·

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.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

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

13
Rendimiento por Dividendo5.4%
Ratio de Pago82.4%
Pago anualizado≈$1.97Pago trimestral
CAGR de Dividendos a 5 años≈3.9%Por acción, ajustado por splits
Racha de Crecimiento≈23Años consecutivos de crecimiento de dividendos
Fecha ex-dividendoMontoMonedaRendimiento
Ago 18, 2026$0,49USD≈5.1%
May 19, 2026$0,49USD≈4.8%
Feb 25, 2026$0,49USD≈4.8%
Nov 24, 2025$0,49USD≈4.8%
Ago 19, 2025$0,49USD≈5.2%
May 13, 2025$0,49USD≈5.1%
Feb 26, 2025$0,49USD≈4.8%
Nov 26, 2024$0,48USD≈4.9%
Ago 22, 2024$0,48USD≈4.9%
May 22, 2024$0,48USD≈5.0%
Feb 22, 2024$0,48USD≈5.5%
Nov 16, 2023$0,46USD≈5.3%
Ago 17, 2023$0,46USD≈5.4%
May 25, 2023$0,46USD≈4.3%
Feb 16, 2023$0,46USD≈4.5%
Nov 17, 2022$0,44USD≈4.6%
Ago 18, 2022$0,44USD≈3.9%
May 26, 2022$0,44USD≈4.0%
Feb 17, 2022$0,44USD≈4.0%
Nov 18, 2021$0,42USD≈4.3%

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

14
Sorpresa Media 7.9%
Próximo informe Nov 03, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Ago 4, 2026 $0.43 $0.24 81.0%
31 de marzo de 2026 $1.10 $1.04 6.2%
31 de diciembre de 2025 $0.88 $1.03 -14.6%
30 de septiembre de 2025 $0.36 $0.29 25.0%
30 de junio de 2025 $0.17 $0.31 -44.5%
31 de marzo de 2025 $0.98 $1.04 -5.5%

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

15
Estado de resultados 14
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Operating Expenses $1.61B$1.63B$1.49B$1.52B$1.21B$1.09B$1.14B$1.14B$1.15B$1.14B$1.23B$1.22B
Operating Income $354M$306M$258M$190M$228M$233M$210M$261M$292M$300M$253M$253M
Interest Expense ······$103M$100M$95M$86M$80M$75M
Interest Income $12M$14M$15M$4M$2M$2M$3M$3M$2M$2M$653.0K$987.0K
Other Non-op $11M$22M$19M$63M$33M$5M$15M$-1M$-607.0K$20.0K$9M$11M
Pretax Income $217M$183M$137M$138M$159M$137M$228M$163M$199M$215M$186M$192M
Income Tax $24M$3M$-34M$-17M$12M$7M$31M$26M$83M$78M$67M$72M
Net Income $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
EPS (Basic) $2.38$2.29$2.24$2.13$2.11$1.91$2.98$2.08$1.80$2.16$1.98$3.12
EPS (Diluted) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Shares (Basic) 80,975,00078,725,00076,396,00072,989,00069,951,00067,962,00066,205,00065,673,00064,496,00063,508,00062,301,00061,632,000
Shares (Diluted) 81,051,00078,820,00076,495,00073,093,00070,085,00068,102,00066,329,00065,946,00064,806,00063,920,00062,708,00061,887,000
EBITDA $643M$580M$523M$443M$460M$457M$416M$448M$460M$455M$401M$391M
Balance general 27
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents $19M$30M$35M$13M$22M$14M$10M$15M$16M$9M$10M$22M
Receivables $220M$205M··········
Inventory $236M$193M$160M$108M$85M$67M$67M$64M$58M$53M$54M$66M
Prepaid Expense $56M$37M$53M$30M$24M$24M$20M$18M$12M···
Other Current Assets $119M$91M$104M$151M$81M$85M$40M$54M$33M$50M$31M$45M
Current Assets $729M$656M$662M$722M$434M$344M$305M$347M$338M$351M$306M$395M
PP&E (Gross) $8.89B$8.42B$7.98B$7.73B$7.37B$6.99B$6.63B$6.37B$6.01B$5.66B$5.33B$4.95B
Goodwill $52M$52M$52M$52M$52M$52M$52M$58M$58M$58M$58M$58M
Intangibles ···········$0
Other Non-current Assets $23M$20M$16M$15M$11M$27M$23M$23M$21M$141M$144M$151M
Total Assets $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Accounts Payable $163M$125M$143M$203M$133M$107M$110M$108M$107M$116M$114M$113M
Accrued Liabilities $54M$51M$54M$50M$39M$35M$35M$33M$34M···
Short-term Debt $388M$354M$349M$463M$284M$203M$186M$190M$105M$120M··
Current Liabilities $878M$771M$775M$965M$913M$506M$531M$640M$698M$408M$475M$385M
Capital Leases $60M$62M$64M$64M$66M$68M$66M$0····
Deferred Tax $778M$751M$718M$675M$643M$595M$529M$488M$467M$841M$747M$710M
Other Non-current Liabilities $305M$253M$210M$176M$178M$215M$201M$71M$73M$153M$131M$146M
Total Liabilities $5.65B$5.35B$5.22B$5.08B$4.70B$4.37B$4.14B$4.01B$3.78B$3.66B$3.38B$3.22B
Long-term Debt ···$2.29B$2.15B$2.01B$1.84B·····
Total Debt $388M$354M$364M$2.76B$2.43B$2.21B$186M$190M$105M···
Common Stock $1.80B$1.72B$1.64B$1.53B$1.38B$1.29B$1.21B$1.14B$1.13B$1.08B$1.00B$1000M
Retained Earnings $905M$871M$841M$812M$786M$758M$739M$645M$604M$581M$531M$492M
AOCI $-1M·$-357.0K$-2M$-11M$-14M$-10M$-8M$-8M$-8M$-7M$-8M
Stockholders' Equity $2.71B$2.59B$2.48B$2.33B$2.15B$2.03B$1.94B$1.77B$1.73B$1.65B$1.53B$1.48B
Liabilities + Equity $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Shares Outstanding 82,193,00080,039,00078,075,00074,946,00071,498,00069,238,90167,176,99665,688,35665,494,33364,187,93462,312,65162,243,374
Flujo de Efectivo 19
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $289M$274M$265M$253M$232M$224M$206M$187M$176M$165M$148M$138M
Stock-based Comp $9M$9M$8M$9M$5M$6M$11M$5M$7M$8M$7M$8M
Deferred Tax $2M$-5M$-37M$-18M$11M$45M$15M$9M$70M$125M$55M$139M
Amort. of Intangibles ···········$6M
Other Non-cash $-24M$76M$39M$-275M$-128M$-74M$-31M$24M$42M$-76M$46M$-215M
Operating Cash Flow $469M$534M$447M$124M$267M$331M$398M$362M$410M$358M$376M$267M
CapEx $570M$533M$499M$452M$440M$404M$443M$424M$412M$407M$393M$326M
Investing Cash Flow $-564M$-539M$-510M$-460M$-445M$-411M$-446M$-440M$-434M$-432M$-388M$-104M
Debt Issued $140M$84M$250M$400M$140M$165M$180M$375M$90M$245M$100M$150M
Net Debt Issued $140M$84M$250M$400M$137M$165M$180M$375M$87M$82M$97M$110M
Stock Issued $78M$68M$113M$137M$90M$72M$65M$1M$56M$67M$2M$4M
Stock Repurchased ········$0$0$3M$80M
Net Stock Activity $78M$68M$112M$138M$90M$72M$65M$1M$56M$67M$-1M$-76M
Dividends Paid $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M
Financing Cash Flow $84M$0$85M$327M$186M$84M$43M$77M$31M$72M$528.0K$-224M
Net Change in Cash $-11M$-5M$22M$-9M$8M$4M$-5M$-2M$8M$-2M$-12M$-60M
Taxes Paid $28M$11M$2M······$-13M$-10M$45M
Free Cash Flow $-101M$1M$-52M$-328M$-173M$-73M$-44M$-62M$-2M$-48M$-18M$-58M
Levered FCF ······$-133M$-146M$-58M$-104M$-69M$-105M
Rentabilidad 7
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 18.0%15.8%14.7%11.1%15.9%17.6%15.6%18.7%19.7%20.1%17.1%17.2%
Net Margin 9.8%9.3%9.8%9.1%10.2%9.8%14.6%9.8%8.0%9.5%8.3%13.0%
Pretax Margin 11.1%9.4%7.8%8.1%11.1%10.3%17.0%11.6%13.7%14.9%12.5%13.1%
EBITDA Margin 32.7%29.9%29.9%25.9%32.0%34.6%30.9%32.1%31.8%31.5%27.0%26.6%
ROA 2.4%2.3%2.3%2.2%2.2%2.1%3.3%2.4%2.1%2.7%2.6%4.4%
ROE 7.3%7.0%7.0%6.8%6.9%6.5%10.3%7.8%6.8%8.4%8.1%12.9%
ROIC 10.2%10.2%11.3%4.2%4.6%5.2%8.5%11.2%9.0%11.2%10.5%10.6%
Liquidez y Solvencia 5
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 0.80.90.90.70.50.70.60.50.50.90.61.0
Quick Ratio 0.00.00.00.00.00.00.00.00.00.00.00.1
Debt / Equity 0.10.10.11.21.11.10.10.10.1···
LT Debt / Equity ···1.00.91.0······
Interest Coverage ······2.02.63.03.43.23.4
Eficiencia 1
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.30.30.30.3
Por Acción 6
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $32.96$32.37$31.83$31.15$30.14$29.31$28.87$26.99$26.41$25.68$24.53$23.83
Revenue / Share $24.23$24.59$22.90$23.40$20.53$19.41$20.29$21.18$22.31$22.57$23.68$23.79
Cash Flow / Share $5.79$6.77$5.84$1.70$3.81$4.86$6.00$5.49$6.33$5.60$5.99$4.32
Cash / Share $0.23$0.37$0.45$0.18$0.31$0.20$0.15$0.22$0.25$0.13$0.17$0.36
Dividend Paid / Share $1.96$1.90$1.84$1.76$1.69$1.62$1.55$1.49$1.43$1.37$1.32$1.27
EPS (TTM) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Tasas de Crecimiento 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 1.3%10.6%2.5%18.8%8.8%·······
Revenue CAGR 3Y 4.7%10.4%9.8%·········
Revenue CAGR 5Y 8.2%···········
EPS YoY 3.9%2.2%5.7%0.95%10.5%·······
EPS CAGR 3Y 3.9%2.9%5.6%·········
EPS CAGR 5Y 4.6%···········
Net Income YoY 7.2%5.3%10.3%5.2%13.8%·······
Net Income CAGR 3Y 7.6%6.9%9.7%·········
Net Income CAGR 5Y 8.3%···········
Dividends Paid CAGR 5Y 7.6%···········
Valoración (TTM) 17
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Net Income TTM $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
Market Cap $3.17B$2.93B$2.79B$3.32B$3.04B$2.78B$3.23B$2.79B$3.37B$2.57B$2.20B$2.20B
Enterprise Value $3.54B$3.26B$3.12B$6.07B$5.45B$4.98B$3.41B$2.97B$3.46B···
P/E 16.216.016.020.920.221.116.220.528.818.618.011.4
P/S 1.61.51.61.92.12.12.42.02.31.81.51.5
P/B 1.21.11.11.41.41.41.71.61.91.61.41.5
P / Tangible Book 1.21.21.11.51.41.4······
P / Cash Flow 6.85.56.226.811.48.48.17.78.27.25.98.2
P / FCF -31.42931.8-54.1-10.1-17.6-37.9-72.9-44.7-1652.3-53.1-123.9-37.8
EV / EBITDA 5.55.66.013.711.810.98.26.67.5···
EV / FCF -35.03255.8-60.5-18.5-31.6-67.9-76.9-47.5-1696.0···
EV / Revenue 1.81.71.83.53.83.82.52.12.4···
Dividend Yield 5.0%5.1%5.1%3.9%3.9%4.0%3.2%3.5%2.7%3.4%3.7%3.6%
Earnings Yield 6.2%6.2%6.3%4.8%4.9%4.7%6.2%4.9%3.5%5.4%5.6%8.8%
Payout Ratio 82.4%83.3%82.3%83.2%80.2%85.2%52.2%71.9%79.8%63.5%66.9%40.8%
Annual Payout $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M

Período más reciente a la izquierda · valores nulos mostrados como ·

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

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $1.96B $1.94B $1.75B $1.71B $1.44B
Margen Operativo % 18.0% 15.8% 14.7% 11.1% 15.9%
Beneficio neto $193M $180M $171M $155M $147M
EPS Diluido $2.38 $2.29 $2.24 $2.12 $2.10

Propietarios institucionales (13F) 447 declarantes · $3.4B total · A fecha de 30 de junio de 2026

17

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 447
Valor en tenencia $3.4B
Nuevas posiciones 53
Posiciones cerradas 33
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
53 (-5 vs trimestre anterior) 33 (-5 vs trimestre anterior) 169 (+27 vs trimestre anterior) 117 (-3 vs trimestre anterior) +5.3M

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. $605 448 096 14 799 513 17,68% Acciones
VANGUARD GROUP INC $421 382 217 10 933 633 12,30% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $294 777 660 7 205 516 8,61% Acciones
STATE STREET CORP $220 478 800 5 389 253 6,44% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $153 920 561 3 762 419 4,49% Acciones
ATLAS Infrastructure Partners (UK) Ltd. $93 732 133 2 291 179 2,74% Acciones
GEODE CAPITAL MANAGEMENT, LLC $90 910 805 2 221 813 2,65% Acciones
WESTWOOD HOLDINGS GROUP INC $81 056 005 1 981 325 2,37% Acciones
DIMENSIONAL FUND ADVISORS LP $62 729 841 1 533 324 1,83% Acciones
MORGAN STANLEY $61 352 599 1 499 695 1,79% Acciones
Invesco Ltd. $57 973 274 1 417 093 1,69% Acciones
TWO SIGMA INVESTMENTS, LP $50 827 893 1 242 432 1,48% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $47 600 299 1 163 537 1,39% Acciones
FIRST TRUST ADVISORS LP $38 934 127 951 702 1,14% Acciones
Bank of New York Mellon Corp $37 918 505 926 876 1,11% Acciones
UBS Group AG $36 849 396 900 743 1,08% Acciones
NORTHERN TRUST CORP $36 215 128 885 239 1,06% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $35 828 937 875 799 1,05% Acciones
VICTORY CAPITAL MANAGEMENT INC $34 890 830 852 868 1,02% Acciones
GOLDMAN SACHS GROUP INC $31 819 763 777 799 0,93% Acciones
ALGERT GLOBAL LLC $30 262 150 739 725 0,88% Acciones
AQR CAPITAL MANAGEMENT LLC $28 738 917 702 491 0,84% Acciones
GAMCO INVESTORS, INC. ET AL $26 031 728 636 317 0,76% Acciones
Qube Research & Technologies Ltd $25 044 734 612 191 0,73% Acciones
Nuveen, LLC $24 201 579 591 581 0,71% Acciones
VANGUARD FIDUCIARY TRUST CO $22 396 589 547 460 0,65% Acciones
FMR LLC $22 001 841 537 811 0,64% Acciones
D. E. Shaw & Co., Inc. $21 145 642 516 882 0,62% Acciones
PRINCIPAL FINANCIAL GROUP INC $20 617 780 503 979 0,60% Acciones
SEI INVESTMENTS CO $20 397 493 498 596 0,60% Acciones
GABELLI FUNDS LLC $20 137 620 492 242 0,59% Acciones
Legal & General Group Plc $19 465 552 475 814 0,57% Acciones
Bridgewater Associates, LP $19 308 947 471 986 0,56% Acciones
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $18 398 904 449 741 0,54% Acciones
FRANKLIN RESOURCES INC $16 464 966 402 468 0,48% Acciones
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $12 919 091 315 793 0,38% Acciones
AMERIPRISE FINANCIAL INC $12 908 416 315 532 0,38% Acciones
BANK OF AMERICA CORP /DE/ $12 535 166 306 408 0,37% Acciones
Sound Income Strategies, LLC $12 325 900 301 293 0,36% Acciones
KENNEDY CAPITAL MANAGEMENT LLC $11 978 612 292 804 0,35% Acciones
NUANCE INVESTMENTS, LLC $11 824 232 289 030 0,35% Acciones
LOOMIS SAYLES & CO L P $11 700 096 285 996 0,34% Acciones
Public Sector Pension Investment Board $11 612 713 283 860 0,34% Acciones
Cubist Systematic Strategies, LLC $11 565 605 305 888 0,34% Acciones
ENVESTNET ASSET MANAGEMENT INC $11 373 652 278 016 0,33% Acciones
Advisors Asset Management, Inc. $11 233 100 291 466 0,33% Acciones
CONGRESS ASSET MANAGEMENT CO $11 186 808 273 449 0,33% Acciones
RENAISSANCE TECHNOLOGIES LLC $10 910 697 266 700 0,32% Acciones
JACOBS LEVY EQUITY MANAGEMENT, INC $10 828 509 264 691 0,32% Acciones
Brandywine Global Investment Management, LLC $9 835 793 255 210 0,29% Acciones

Mostrar todos los 447 propietarios institucionales →

Informantes de la empresa 51 insiders · 24 directivos · 23 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Heather Lynn Rosentrater President & CEO 2 de marzo de 2026 M 78 132 0 0 $0
Gary G Ely Chairman & CEO 12 de febrero de 2007 S 143 624 0 0 $0
Kevin J Christie SVP, CFO & Treasurer 2 de marzo de 2026 M 46 244 0 0 $0
Gregory Curtis Hesler Sr V President/Corp Secretary 2 de marzo de 2026 M 24 970 0 0 $0
Joshua D Diluciano Vice President 2 de septiembre de 2026 S 8 334 0 2 $-174 105
Jason R Thackston Senior Vice President 14 de mayo de 2026 G 41 578 0 0 $0
Wayne O Manuel Senior Vice President 7 de mayo de 2026 S 10 521 0 2 $-134 432
Alexis G. Alexander Vice President 13 de marzo de 2026 S 3 930 0 2 $-27 279
Scott J Kinney Vice President 2 de marzo de 2026 M 13 418 0 0 $0
Latisha Diane Hill Vice President 2 de marzo de 2026 M 18 978 0 0 $0
Bryan Alden Cox Senior Vice President 2 de marzo de 2026 M 9 441 0 1 $-71 038
Ryan L Krasselt Vice President 2 de marzo de 2026 M 30 537 0 0 $0
James M Kensok Vice President - Retired 19 de febrero de 2024 M 14 135 0 0 $0
Mark T Thies EVP - Retired 19 de febrero de 2024 M 91 741 0 0 $0
Marian M Durkin Senior Vice President 11 de marzo de 2020 G 73 079 0 0 $0
Karen S Feltes Sr. Vice President 2 de marzo de 2020 F 26 281 0 0 $0
Kelly O Norwood Vice President 14 de marzo de 2017 S 2 775 0 0 $0
Roger D Woodworth Vice President 4 de febrero de 2016 A 35 179 0 0 $0
Smith Christy M Burmeister Vice President 13 de agosto de 2015 I 0 0 0 $0
Don F Kopczynski Vice President 4 de marzo de 2015 S 29 106 0 0 $0
Richard L Storro Vice President 2 de enero de 2013 F 12 163 0 0 $0
Ann M Wilson Vice President & Treasurer 12 de febrero de 2009 A 7 353 0 0 $0
Malyn K Malquist Executive Vice President 14 de enero de 2009 S 50 277 0 0 $0
Ronald R Peterson Vice President 20 de abril de 2007 M 603 0 0 $0
Julie A. Bentz Consejero 1 de septiembre de 2026 A 16 852 0 0 $0
Sena M Kwawu Consejero 1 de septiembre de 2026 A 18 459 0 0 $0
Jeffry L. Philipps Consejero 1 de septiembre de 2026 A 20 977 0 0 $0
Kevin B Jacobsen Consejero 1 de septiembre de 2026 A 15 917 0 0 $0
Janet D. Widmann Consejero 1 de septiembre de 2026 A 22 828 0 1 $-285 862
Rebecca A Klein Consejero 1 de septiembre de 2026 A 31 272 0 0 $0
Scott Harlan Maw Consejero 1 de septiembre de 2026 A 33 429 0 0 $0
Heidi B Stanley Consejero 1 de septiembre de 2026 A 31 327 0 0 $0
Scott L Morris Consejero 1 de septiembre de 2026 A 109 378 0 0 $0
Donald C Burke Consejero 1 de septiembre de 2026 A 36 086 0 0 $0
Kristianne Blake Consejero 23 de mayo de 2023 J 0 0 0 $0
Marc F Racicot Consejero 14 de mayo de 2020 A 22 455 0 0 $0
Erik J Anderson Consejero 13 de marzo de 2019 A 22 246 0 0 $0
John F Kelly Consejero 2 de septiembre de 2016 A 24 509 0 0 $0
Rick R Holley Consejero 13 de mayo de 2013 A 6 685 0 0 $0
Michael L Noel Consejero 5 de junio de 2012 S 11 914 0 0 $0
Roy Lewis Eiguren Consejero 8 de marzo de 2011 S 6 084 0 0 $0
Brian W Dunham Consejero 2 de septiembre de 2010 A 7 088 0 0 $0
Jack W Gustavel Consejero 17 de mayo de 2010 P 35 650 0 0 $0
Lura J Powell Consejero 5 de mayo de 2008 A 11 122 0 0 $0
Jr Jessie J Knight Consejero 16 de mayo de 2005 A 16 257 0 0 $0
David A Clack Consejero 14 de mayo de 2004 A 14 320 0 0 $0
David J Meyer · 15 de junio de 2026 J 3 662 0 0 $0
Dennis P Vermillion · 10 de marzo de 2025 F 163 871 0 0 $0
Edward David Schlect · 3 de enero de 2023 F 16 037 0 0 $0
John R Taylor · 23 de junio de 2021 J 0 0 0 $0
Diane C Thoren · 2 de enero de 2013 F 4 183 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 63 ETFs

20

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
PSCU · Invesco Exchange-Traded Fund Trust … 3,04% 12 530 SH 1 de octubre de 2026 Diario
PEY · Invesco Exchange-Traded Fund Trust 2,40% 732 110 SH 1 de octubre de 2026 Diario
DIV · Global X Funds 1,86% 359 564 NS 31 de julio de 2026 N-PORT
XSHD · Invesco Exchange-Traded Fund Trust … 1,62% 29 269 SH 1 de octubre de 2026 Diario
XSLV · Invesco Exchange-Traded Fund Trust … 1,06% 70 473 SH 1 de octubre de 2026 Diario
HSMV · First Trust Exchange-Traded Fund III 0,93% 8 057 NS 31 de julio de 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0,62% 102 315 SH 1 de octubre de 2026 Diario
FYT · First Trust Exchange-Traded AlphaDE… 0,61% 29 211 NS 31 de julio de 2026 N-PORT
ROSC · Lattice Strategies Trust 0,40% 6 144 NS 31 de julio de 2026 N-PORT
ZAP · Global X Funds 0,34% 39 220 NS 31 de julio de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,31% 106 616 NS 31 de julio de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,28% 41 496 NS 31 de julio de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,22% 73 349 SH 19 de agosto de 2026 Diario
FUTY · FIDELITY COVINGTON TRUST 0,22% 124 680 NS 31 de julio de 2026 N-PORT
VPU · VANGUARD WORLD FUND 0,21% 565 059 SH 19 de agosto de 2026 Diario
EBIT · Harbor ETF Trust 0,19% 569 NS 31 de julio de 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,19% 92 937 SH 19 de agosto de 2026 Diario
QVMS · Invesco Exchange-Traded Fund Trust … 0,19% 12 391 SH 1 de octubre de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 0,18% 288 920 SH 19 de agosto de 2026 Diario
VIOG · VANGUARD ADMIRAL FUNDS 0,17% 46 231 SH 19 de agosto de 2026 Diario
BKSE · BNY Mellon ETF Trust 0,15% 3 184 NS 31 de julio de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 22 457 NS 31 de julio de 2026 N-PORT
POWR · iShares, Inc. 0,12% 15 122 SH 11 de septiembre de 2026 Diario
FAB · First Trust Exchange-Traded AlphaDE… 0,12% 5 052 NS 31 de julio de 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,12% 64 981 SH 1 de octubre de 2026 Diario
FSMD · FIDELITY COVINGTON TRUST 0,12% 71 595 NS 31 de julio de 2026 N-PORT
RSSL · Global X Funds 0,11% 40 202 NS 31 de julio de 2026 N-PORT
IWM · iShares Trust 0,10% 2 164 563 SH 11 de septiembre de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,10% 483 586 SH 19 de agosto de 2026 Diario
SMDX · Tidal Trust III 0,09% 2 958 NS 31 de julio de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,07% 271 819 NS 31 de julio de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,07% 1 203 696 SH 19 de agosto de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,04% 946 395 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,04% 1 893 844 SH 19 de agosto de 2026 Diario
TILT · FlexShares Trust 0,03% 14 536 NS 31 de julio de 2026 N-PORT
WSML · iShares Trust 0,03% 4 825 SH 11 de septiembre de 2026 Diario
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1 365 SH 1 de octubre de 2026 Diario
PFM · Invesco Exchange-Traded Fund Trust 0,01% 2 353 SH 1 de octubre de 2026 Diario
PRF · Invesco Exchange-Traded Fund Trust 0,01% 29 827 SH 1 de octubre de 2026 Diario
VYM · VANGUARD WHITEHALL FUNDS 0,01% 332 262 SH 19 de agosto de 2026 Diario
DFAC · Dimensional ETF Trust 0,01% 98 688 NS 31 de julio de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 4 980 NS 31 de julio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 17 719 NS 31 de julio de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 27 302 NS 31 de julio de 2026 N-PORT
ITOT · iShares Trust 0,00% 115 881 SH 11 de septiembre de 2026 Diario
IWV · iShares Trust 0,00% 22 375 SH 3 de septiembre de 2026 Diario
VTI · VANGUARD INDEX FUNDS 0,00% 2 624 564 SH 19 de agosto de 2026 Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 107 284 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 6 894 SH 19 de agosto de 2026 Diario
BLV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BND · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
IJR · iShares Trust · 5 043 657 SH 10 de septiembre de 2026 Diario
IJT · iShares Trust · 367 786 SH 9 de septiembre de 2026 Diario
IJS · iShares Trust · 392 393 SH 8 de septiembre de 2026 Diario
IWN · iShares Trust · 792 862 SH 11 de septiembre de 2026 Diario
IFRA · iShares Trust · 99 769 SH 11 de septiembre de 2026 Diario
XJR · iShares Trust · 11 397 SH 31 de agosto de 2026 Diario
ISCB · iShares Trust · 3 739 SH 11 de septiembre de 2026 Diario
ISCV · iShares Trust · 18 309 SH 11 de septiembre de 2026 Diario
SMMV · iShares Trust · 15 958 SH 19 de agosto de 2026 Diario

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

21
calificación · 14 analistas MANTENER
Objetivo mediano $40.50 +14,7%
1 7,1% Compra fuerte
0 0,0% Compra
7 50,0% Mantener
5 35,7% Venta
1 7,1% Venta fuerte

Precio objetivo a 12 meses

6 analistas · 2026-10-02

Objetivo medio $41.33 +17,1%

← Por Debajo de Todos los Objetivos Precio Actual $35.31
Mín$37.00 Media$41.33 Máx$50.00

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

22

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
AVA $3.17B 16.2 1.3% 9.8% 7.3% ·
CMS $21.43B 19.8 13.6% 12.5% 12.3% ·
NI $19.98B 21.4 23.5% 14.2% 10.2% ·
BKH $5.24B 17.4 8.6% 12.6% 8.0% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
UTL $868M 16.3 8.3% 9.4% 8.9% ·
D $51.50B 17.0 14.2% 18.2% 10.7% ·

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Ago 3, 2026