BANC Banc of California, Inc. Common Stock
$19,54
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$15–$22
64% of range
Calificación del Analista
BUY
17 analysts
Precio Objetivo
$22
+14% upside
P/E (TTM)
16.7
ROE
6.6%
Margen de Beneficio Neto
12.6%
BANC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$19.54
Capitalización Bursátil
$2.93B
P/E (TTM)
16.7
BPA (TTM)
$1.17
Ingresos (TTM)
$1.82B
Rendimiento div.
—
ROE
6.6%
Deuda/Capital
—
Rango 52S
$15 – $22
BANC 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
$1.82B
2016-12-31
→
2025-12-31
BPA
$1.17
2016-12-31
→
2025-12-31
Flujo de caja libre
$235M
2016-12-31
→
2025-12-31
Márgenes
12.6%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
BANC
Mediana de Pares
P/E (TTM)
16.7
13.0
P/S (TTM) (P/V (TTM))
1.6
3.0
P/B (P/C)
0.8
1.1
Price / FCF (Precio / FCF)
12.5
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
BANC
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
12.6%
27.6%
ROA
0.67%
1.0%
ROE
6.6%
9.2%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
BANC
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
BANC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-3.8%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.7%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
243.4%
—
EPS YoY (EPS interanual)
125.0%
—
Net Income YoY (Beneficio Neto interanual)
80.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
BANC
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 15 de junio de 2026 | $0,1200 |
| 16 de marzo de 2026 | $0,1200 |
| 15 de diciembre de 2025 | $0,1000 |
| 15 de septiembre de 2025 | $0,1000 |
| 16 de junio de 2025 | $0,1000 |
| 14 de marzo de 2025 | $0,1000 |
| 16 de diciembre de 2024 | $0,1000 |
| 16 de septiembre de 2024 | $0,1000 |
| 14 de junio de 2024 | $0,1000 |
| 14 de marzo de 2024 | $0,1000 |
| 14 de diciembre de 2023 | $0,1000 |
| 14 de septiembre de 2023 | $0,1000 |
| 14 de junio de 2023 | $0,1000 |
| 14 de marzo de 2023 | $0,1000 |
| 14 de diciembre de 2022 | $0,0600 |
| 14 de septiembre de 2022 | $0,0600 |
| 14 de junio de 2022 | $0,0600 |
| 14 de marzo de 2022 | $0,0600 |
| 14 de diciembre de 2021 | $0,0600 |
| 14 de septiembre de 2021 | $0,0600 |
BANC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
17 analistas
- Compra fuerte 5 29,4%
- Compra 10 58,8%
- Mantener 2 11,8%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
11 analistas · 2026-08-15
Mediana
$22.00
← Por Debajo de Todos los Objetivos
$19.54
Mín
$20.00
Máx
$24.00
Objetivo mediano
$22.00
+12,6%
Objetivo medio
$22.27
+14,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.06%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.04 | $0.40 | -0.37% |
| 31 de marzo de 2026 | $0.39 | $0.38 | 0.01% |
| 31 de diciembre de 2025 | $0.42 | $0.38 | 0.04% |
| 30 de septiembre de 2025 | $0.38 | $0.33 | 0.05% |
| 30 de junio de 2025 | $0.12 | $0.27 | -0.15% |
| 31 de marzo de 2025 | $0.32 | $0.24 | 0.08% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | — |
| BKU | $3.30B | 12.6 | 7.4% | 1234.8% | 8.9% | — |
| FHB | $3.10B | 11.5 | 8.9% | 31.4% | 10.1% | — |
| PFS | $2.58B | 8.9 | 7.1% | 398.2% | 10.5% | — |
| CLBK | — | 30.5 | 43.8% | — | — | — |
| BOH | $2.72B | 14.8 | -0.14% | 168.9% | 11.5% | — |
| FBK | $2.89B | 22.8 | 22.9% | 21.9% | 7.0% | — |
| TRMK | $2.30B | 10.5 | 42.6% | 28.0% | 10.7% | — |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | — |
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| CUBI | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.82B | $1.89B | $1.52B | $1.63B | $1.35B | $4M | $4M | $6M | $7M | $6M | |
| Interest Expense | · | $887M | $1.22B | $266M | $55M | $66M | $143M | $137M | $85M | $59M | |
| Interest Income | $1.68B | $1.81B | $1.97B | $1.56B | $1.16B | $291M | $391M | $423M | $389M | $370M | |
| Pretax Income | $313M | $169M | $-2.21B | $568M | $822M | $14M | $28M | $47M | $27M | $100M | |
| Income Tax | $84M | $42M | $-312M | $144M | $215M | $2M | $4M | $5M | $-27M | $14M | |
| Net Income | $229M | $127M | $-1.90B | $424M | $607M | $13M | $24M | $45M | $58M | $115M | |
| EPS (Basic) | $1.18 | $0.52 | $-22.71 | $5.14 | $7.76 | · | $0.05 | $0.45 | $0.72 | $1.97 | |
| EPS (Diluted) | $1.17 | $0.52 | $-22.71 | $5.14 | $7.76 | · | $0.05 | $0.45 | $0.71 | $1.94 | |
| Shares (Basic) | 159,807,000 | 168,441,000 | 85,394,000 | 77,271,000 | 76,919,000 | · | 50,621,785 | 50,623,222 | 50,254,595 | 46,828,463 | |
| Shares (Diluted) | 161,724,000 | 168,684,000 | 85,394,000 | 77,271,000 | 76,919,000 | · | 50,724,951 | 50,851,594 | 50,819,790 | 47,638,105 | |
| EBITDA | $49M | $55M | $53M | $15M | $19M | $16M | $16M | · | · | · |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | $229M | $228M | $221M | $373M | $392M | $388M | $440M | |
| PP&E (Net) | $147M | $143M | $147M | $54M | $113M | $122M | $128M | $129M | $136M | $141M | |
| PP&E (Gross) | $244M | $235M | $242M | $149M | · | · | · | · | · | · | |
| Accum. Depreciation | $97M | $92M | $95M | $95M | · | · | · | · | · | · | |
| Goodwill | $215M | $215M | $199M | $1.38B | $1.41B | $37M | $37M | $37M | $37M | $39M | |
| Intangibles | $105M | $133M | $165M | $31M | $45M | $3M | $4M | $6M | $9M | $14M | |
| Total Assets | $34.80B | $33.54B | $38.53B | $41.23B | $9.39B | $7.88B | $7.83B | $10.63B | $10.33B | $11.03B | |
| Total Liabilities | $31.26B | $30.04B | $35.14B | $37.28B | $8.33B | $6.98B | $6.92B | $9.68B | $9.32B | $10.05B | |
| Long-term Debt | $2.06B | $1.39B | $2.91B | $1.76B | · | · | $173M | $173M | $173M | $175M | |
| Common Stock | $2M | $2M | $2M | $1M | · | · | · | · | · | · | |
| Paid-in Capital | $3.55B | $3.79B | $3.84B | $2.82B | $855M | $635M | $630M | $626M | $621M | $614M | |
| Retained Earnings | $-242M | $-431M | $-518M | $1.42B | $148M | $110M | $128M | $141M | $145M | $135M | |
| Treasury Stock | · | · | · | $116M | $41M | $41M | $29M | $29M | $29M | $29M | |
| AOCI | $-269M | $-355M | $-432M | $-791M | $8M | $8M | $-12M | $-24M | $5M | $-9M | |
| Stockholders' Equity | $3.54B | $3.50B | $3.39B | $3.95B | $4.00B | $3.59B | $907M | $946M | $1.01B | $980M | |
| Liabilities + Equity | $34.80B | $33.54B | $38.53B | $41.23B | $9.39B | $7.88B | $7.83B | $10.63B | $10.33B | $11.03B | |
| Shares Outstanding | 149,963,520 | 158,346,529 | 156,790,349 | 77,393,448 | · | · | · | · | · | · |
Flujo de Efectivo 20
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $49M | $55M | $53M | $54M | $52M | $16M | $16M | $11M | $12M | · | |
| Stock-based Comp | · | · | · | $6M | $5M | $6M | $5M | $7M | $12M | $12M | |
| Deferred Tax | $36M | $-5M | $-350M | $35M | $29M | $-9M | $-622.0K | $-6M | $-30M | $6M | |
| Amort. of Intangibles | $28M | $33M | $11M | $14M | $13M | $2M | $2M | $3M | $4M | $5M | |
| Restructuring | · | · | · | · | $0 | $0 | $4M | $4M | $5M | $0 | |
| Other Non-cash | $-58M | $-99M | $2.33B | $-25M | $13M | $49M | $36M | · | · | · | |
| Operating Cash Flow | $256M | $77M | $136M | $702M | $503M | $75M | $80M | $123M | $563M | $18M | |
| CapEx | $21M | $13M | $15M | $20M | $17M | $5M | $10M | $9M | $15M | $45M | |
| Investing Cash Flow | $-1.48B | $1.89B | $12.61B | $-3.57B | $-5.71B | $-267M | $2.80B | $-470M | $152M | $-2.32B | |
| Debt Issued | · | · | · | · | · | · | · | · | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | $0 | $0 | $-85M | |
| Stock Issued | $0 | $0 | $383M | $0 | $0 | · | · | $0 | $0 | $175M | |
| Stock Repurchased | $0 | · | · | $75M | $0 | $12M | $0 | $0 | · | $0 | |
| Net Stock Activity | $0 | $0 | $383M | $-75M | $0 | $-12M | · | $0 | $0 | $175M | |
| Dividends Paid | · | $68M | $49M | $120M | $119M | $12M | $16M | $33M | $26M | $22M | |
| Financing Cash Flow | $1.03B | $-4.84B | $-9.61B | $1.05B | $6.11B | $39M | $-2.89B | $351M | $-767M | $2.58B | |
| Net Change in Cash | $-194M | $-2.88B | $3.14B | $-1.82B | $897M | $-153M | $-18M | $4M | $-52M | $283M | |
| Taxes Paid | $8M | $-14M | $-68M | $97M | $136M | · | · | · | · | · | |
| Free Cash Flow | $235M | $64M | $121M | $132M | $103M | $70M | $70M | $114M | $548M | $-31M | |
| Levered FCF | · | $-603M | $-931M | $90M | $74M | $12M | $-52M | $-9M | $379M | $-77M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 12.6% | 6.7% | -124.7% | 1335.2% | 1045.4% | 330.1% | 598.2% | 811.4% | 16.5% | 19.3% | |
| Pretax Margin | 17.2% | 8.9% | -145.2% | 1864.5% | 1385.4% | 377.0% | 704.4% | 838.5% | 7.7% | 25.0% | |
| EBITDA Margin | 2.7% | 2.9% | 3.5% | 169.4% | 323.2% | 427.9% | 413.6% | · | · | · | |
| ROA | 0.67% | 0.35% | -4.8% | 1.3% | 0.72% | 0.16% | 0.26% | 0.43% | 0.54% | 1.2% | |
| ROE | 6.6% | 3.6% | -65.6% | 12.7% | 6.5% | 1.4% | 2.6% | 4.8% | 5.7% | 11.8% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -3.8% | 24.1% | -6.7% | 20.6% | 35412.1% | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.7% | 11.8% | 636.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 243.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 125.0% | · | · | -33.8% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -38.9% | -59.4% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 80.5% | · | · | -30.2% | 4727.1% | · | · | · | · | · | |
| Net Income CAGR 3Y | -18.5% | -40.6% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 78.7% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.82B | $1.89B | $1.52B | $1.63B | $1.35B | $4M | $4M | $6M | $7M | $6M | |
| Net Income TTM | $229M | $127M | $-1.90B | $424M | $607M | $13M | $24M | $45M | $58M | $115M | |
| Market Cap | $2.89B | $2.45B | $2.11B | · | · | · | · | · | · | · | |
| P/E | 16.5 | 29.7 | -0.6 | 3.1 | 2.5 | -147.1 | 343.6 | 29.6 | 29.1 | 8.9 | |
| P/S | 1.6 | 1.3 | 1.4 | · | · | · | · | · | · | · | |
| P/B | 0.8 | 0.7 | 0.6 | · | · | · | · | · | · | · | |
| P / Tangible Book | 0.9 | 0.8 | 0.7 | · | · | · | · | · | · | · | |
| P / Cash Flow | 11.3 | 31.6 | 15.5 | · | · | · | · | · | · | · | |
| P / FCF | 12.3 | 38.1 | 17.5 | · | · | · | · | · | · | · | |
| Dividend Yield | · | 2.8% | 2.3% | · | · | · | · | · | · | · | |
| Earnings Yield | 6.1% | 3.4% | -169.1% | 32.3% | 39.6% | -0.68% | 0.29% | 3.4% | 3.4% | 11.2% | |
| Payout Ratio | · | · | · | 12.0% | 20.6% | 94.2% | 66.3% | 72.0% | 44.5% | 18.9% | |
| Annual Payout | · | $68M | $49M | $120M | $119M | $12M | $16M | $33M | $26M | $22M |
Estado de resultados 11
| 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 | $180M | $443M | $459M | $467M | $453M | $440M | $454M | $431M | $492M | $513M | $67M | $490M | $412M | $554M | $1.62B | $2M | |
| Interest Expense | · | · | · | · | · | $174M | $189M | $215M | $233M | $250M | $316M | $315M | $354M | $239M | $231M | $17M | |
| Interest Income | $415M | $407M | $417M | $433M | $421M | $407M | $425M | $447M | $463M | $479M | $467M | $446M | $540M | $518M | $1.29B | $96M | |
| Pretax Income | $-335M | $96M | $100M | $92M | $48M | $73M | $70M | $12M | $45M | $42M | $-660M | $-27M | $-264M | $-1.26B | $429M | $34M | |
| Income Tax | $-94M | $24M | $22M | $23M | $19M | $19M | $13M | $3M | $14M | $12M | $-177M | $-3M | $-67M | $-65M | $105M | $10M | |
| Net Income | $-241M | $72M | $77M | $70M | $28M | $54M | $57M | $9M | $30M | $31M | $-483M | $-23M | $-197M | $-1.20B | $324M | $24M | |
| EPS (Basic) | $-1.61 | $0.40 | $0.43 | $0.38 | $0.12 | $0.26 | $0.29 | $-0.01 | $0.12 | $0.12 | $-4.06 | $-0.42 | $-2.67 | $-15.56 | · | · | |
| EPS (Diluted) | $-1.61 | $0.39 | $0.42 | $0.38 | $0.12 | $0.26 | $0.29 | $-0.01 | $0.12 | $0.12 | $-4.06 | $-0.42 | $-2.67 | $-15.56 | · | · | |
| Shares (Basic) | 155,803,000 | 154,821,000 | -324,145,000 | 157,103,000 | 158,354,000 | 168,495,000 | -336,717,000 | 168,583,000 | 168,432,000 | 168,143,000 | -147,637,000 | 77,881,000 | 77,682,000 | 77,468,000 | · | · | |
| Shares (Diluted) | 155,803,000 | 160,832,000 | -325,223,000 | 159,051,000 | 158,462,000 | 169,434,000 | -336,474,000 | 168,583,000 | 168,432,000 | 168,143,000 | -147,637,000 | 77,881,000 | 77,682,000 | 77,468,000 | · | · | |
| EBITDA | · | $11M | · | · | · | $13M | · | · | · | $14M | · | · | · | $4M | · | · |
Balance general 17
| 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 | · | · | · | · | · | · | · | · | · | · | · | $311M | $284M | $1.01B | · | $256M | |
| PP&E (Net) | $145M | $146M | $147M | $133M | $138M | $140M | $143M | $143M | $146M | $145M | · | $109M | $108M | $108M | · | $108M | |
| PP&E (Gross) | · | · | $244M | · | · | · | $235M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $97M | · | · | · | $92M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $215M | $215M | $215M | $215M | $215M | $215M | $215M | $217M | $216M | $199M | $199M | $114M | $114M | $114M | $1.38B | $114M | |
| Intangibles | $93M | $99M | $105M | $112M | $119M | $126M | $133M | $141M | $149M | $157M | · | $6M | $7M | $7M | $31M | $8M | |
| Total Assets | $35.03B | $34.72B | $34.80B | $34.01B | $34.25B | $33.78B | $33.54B | $33.43B | $35.24B | $36.07B | · | $9.25B | $9.37B | $10.04B | · | $9.37B | |
| Total Liabilities | $31.62B | $31.17B | $31.26B | $30.55B | $30.82B | $30.26B | $30.04B | $29.94B | $31.84B | $32.68B | · | $8.25B | $8.41B | $9.08B | · | $8.42B | |
| Long-term Debt | $2.46B | $2.55B | $2.06B | $2.01B | $1.92B | $1.67B | $1.39B | $1.59B | $1.44B | $2.14B | · | · | · | · | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $2M | $2M | $2M | · | · | · | · | · | · | |
| Paid-in Capital | $3.49B | $3.50B | $3.55B | $3.56B | $3.61B | $3.73B | $3.79B | $3.80B | $3.81B | $3.83B | · | $870M | $868M | $866M | · | $865M | |
| Retained Earnings | $-431M | $-180M | $-242M | $-309M | $-369M | $-388M | $-431M | $-478M | $-477M | $-497M | · | $312M | $275M | $264M | · | $231M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | $137M | $137M | $121M | · | $97M | |
| AOCI | $-144M | $-268M | $-269M | $-287M | $-313M | $-323M | $-355M | $-328M | $-429M | $-436M | · | $-43M | $-50M | $-50M | · | $-48M | |
| Stockholders' Equity | $3.41B | $3.55B | $3.54B | $3.47B | $3.43B | $3.52B | $3.50B | $3.50B | $3.41B | $3.39B | $3.39B | $1.00B | $957M | $959M | $3.95B | $952M | |
| Liabilities + Equity | $35.03B | $34.72B | $34.80B | $34.01B | $34.25B | $33.78B | $33.54B | $33.43B | $35.24B | $36.07B | · | $9.25B | $9.37B | $10.04B | · | $9.37B | |
| Shares Outstanding | 157,950,529 | 153,722,123 | 149,963,520 | 150,826,212 | 147,295,435 | 155,947,503 | 158,346,529 | 158,328,021 | 157,941,818 | 157,608,893 | · | · | · | · | · | · |
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 | $13M | $11M | $12M | $12M | $12M | $13M | $13M | $14M | $14M | $14M | $12M | $33M | $24M | $14M | $42M | $4M | |
| Stock-based Comp | $4M | $6M | · | $6M | $6M | $5M | · | $5M | $4M | $5M | · | $11M | $12M | $5M | · | $2M | |
| Amort. of Intangibles | $6M | $6M | $7M | $7M | $7M | $7M | $8M | $8M | $8M | $8M | $4M | $2M | $2M | $2M | $12M | $396.0K | |
| Other Non-cash | · | $-40M | · | · | · | $-57M | · | · | · | $-138M | · | · | · | $-14M | · | · | |
| Operating Cash Flow | $161M | $49M | $102M | $76M | $63M | $15M | $80M | $47M | $39M | $-88M | $82M | $4M | $13M | $-37M | $591M | $35M | |
| CapEx | $3M | $3M | $18M | $185.0K | $1M | $2M | $4M | $2M | $5M | $2M | $3M | $7M | $7M | $9M | $18M | $1M | |
| Investing Cash Flow | $146M | $-39M | $-885M | $286M | $-494M | $-385M | $-266M | $1.66B | $392M | $107M | $5.96B | $6.78B | $5.98B | $149M | $-3.58B | $146M | |
| Stock Repurchased | $-109.0K | $32M | $-188M | $36M | $113M | $39M | · | $0 | $0 | $0 | · | $-1.0K | $18M | $3M | · | $13M | |
| Net Stock Activity | · | $-32M | · | · | · | $-39M | · | · | · | · | · | · | · | $-3M | · | · | |
| Dividends Paid | $19M | $19M | · | $16M | $16M | $17M | $18M | $16M | $17M | $17M | $18M | $20M | $25M | $29M | $109M | $4M | |
| Financing Cash Flow | $294M | $-100M | $693M | $-316M | $440M | $211M | $134M | $-1.85B | $-817M | $-2.31B | $-6.74B | $-3.01B | $-2.32B | $4.33B | $1.14B | $-168M | |
| Net Change in Cash | $601M | $-91M | $-90M | $45M | $10M | $-158M | $-52M | $-145M | $-386M | $-2.29B | $-692M | $3.77B | $3.68B | $4.44B | $-1.84B | $13M | |
| Taxes Paid | $25M | $-342.0K | $16M | $102.0K | $-8M | $-256.0K | $-7M | $15.0K | $18.0K | $-7M | $-69M | $-48.0K | $357.0K | $786.0K | · | · | |
| Free Cash Flow | · | $46M | · | · | · | $14M | · | · | · | $-90M | · | · | · | $8M | · | · | |
| Levered FCF | · | · | · | · | · | $-114M | · | · | · | $-272M | · | · | · | $-16M | · | · |
Rentabilidad 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -133.7% | 16.2% | · | 14.9% | 6.3% | 12.2% | · | 2.0% | 6.2% | 6.0% | · | 1990.4% | 838.6% | 1009.9% | · | 1100.8% | |
| Pretax Margin | -185.7% | 21.6% | · | 19.8% | 10.6% | 16.6% | · | 2.7% | 9.1% | 8.3% | · | 2750.4% | 1155.0% | 1378.1% | · | 1552.6% | |
| EBITDA Margin | · | 2.5% | · | · | · | 3.0% | · | · | · | 2.7% | · | · | · | 179.8% | · | · | |
| ROA | -0.70% | 0.21% | · | 0.21% | 0.08% | 0.15% | · | 0.04% | 0.14% | 0.13% | · | 0.46% | 0.19% | 0.21% | · | 0.27% | |
| ROE | -7.1% | 2.0% | · | 2.0% | 0.83% | 1.6% | · | 0.39% | 1.4% | 1.4% | · | 4.4% | 1.9% | 2.1% | · | 2.7% |
Eficiencia 1
| 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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 11
| 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 | $1.54B | $1.80B | · | $1.79B | $1.82B | $1.88B | · | $1.93B | $1.91B | $1.97B | · | $1.46B | $970M | $561M | · | $8M | |
| Net Income TTM | $-22M | $247M | · | $209M | $148M | $150M | · | $-413M | $-445M | $-673M | · | $-1.39B | $-1.35B | $-1.12B | · | $105M | |
| Market Cap | $3.23B | $2.70B | · | $2.50B | $2.07B | $2.21B | · | $2.33B | $2.02B | $2.40B | · | · | · | · | · | · | |
| P/E | -48.6 | 13.4 | · | 15.9 | 21.6 | 21.8 | · | -3.4 | -2.7 | -2.0 | · | · | · | · | · | -159.7 | |
| P/S | 2.1 | 1.5 | · | 1.4 | 1.1 | 1.2 | · | 1.2 | 1.1 | 1.2 | · | · | · | · | · | · | |
| P/B | 0.9 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.7 | · | · | · | · | · | · | |
| P / Tangible Book | 1.0 | 0.8 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | · | 55.2 | · | · | · | 146.3 | · | · | · | -27.1 | · | · | · | · | · | · | |
| P / FCF | · | 59.3 | · | · | · | 162.7 | · | · | · | -26.5 | · | · | · | · | · | · | |
| Earnings Yield | -2.1% | 7.4% | · | 6.3% | 4.6% | 4.6% | · | -29.3% | -37.0% | -49.4% | · | · | · | · | · | -0.63% | |
| Payout Ratio | · | 26.2% | · | · | · | 32.3% | · | · | · | 54.1% | · | · | · | 27.8% | · | · |
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 | $1.82B | $1.89B | $1.52B | $1.63B | $1.35B |
| Beneficio neto | $229M | $127M | $-1.90B | $424M | $607M |
| EPS Diluido | $1.17 | $0.52 | $-22.71 | $5.14 | $7.76 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $235M | $64M | $121M | $132M | $103M |
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Propietarios institucionales (13F) 341 declarantes · $2.1B 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 |
|---|---|---|---|---|
| 53 (-5 vs trimestre anterior) | 42 (+22 vs trimestre anterior) | 116 (-12 vs trimestre anterior) | 91 (+20 vs trimestre anterior) | +15.8M |
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 |
|---|---|---|---|---|
| STATE STREET CORP | $197 095 145 | 9 592 437 | 9,35% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $135 821 530 | 6 648 141 | 6,44% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $131 446 763 | 6 434 007 | 6,24% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $129 612 190 | 6 344 209 | 6,15% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $117 358 909 | 5 744 440 | 5,57% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $90 470 802 | 4 428 331 | 4,29% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $65 370 526 | 3 199 170 | 3,10% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $60 431 041 | 2 957 956 | 2,87% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $59 015 036 | 2 888 508 | 2,80% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $55 129 824 | 2 698 474 | 2,62% | Acciones |
| AMERIPRISE FINANCIAL INC | $54 458 275 | 2 665 432 | 2,58% | Acciones |
| PL Capital Advisors, LLC | $50 037 544 | 2 449 219 | 2,37% | Acciones |
| JPMORGAN CHASE & CO | $38 046 280 | 1 854 407 | 1,80% | Acciones |
| GOLDMAN SACHS GROUP INC | $33 079 664 | 1 619 171 | 1,57% | Acciones |
| BARCLAYS PLC | $31 389 324 | 1 536 433 | 1,49% | Acciones |
| Hodges Capital Management Inc. | $27 495 639 | 1 345 846 | 1,30% | Acciones |
| Qube Research & Technologies Ltd | $26 383 363 | 1 291 403 | 1,25% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25 795 899 | 1 262 648 | 1,22% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $25 520 993 | 1 249 192 | 1,21% | Acciones |
| Penn Capital Management Company, LLC | $24 542 307 | 1 199 061 | 1,16% | Acciones |
| Point72 Asset Management, L.P. | $24 174 002 | 1 183 260 | 1,15% | Acciones |
| Assenagon Asset Management S.A. | $21 766 776 | 1 065 432 | 1,03% | Acciones |
| Longaeva Partners L.P. | $21 629 874 | 1 058 731 | 1,03% | Acciones |
| FMR LLC | $20 238 510 | 990 627 | 0,96% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $20 218 815 | 989 663 | 0,96% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $18 892 091 | 924 723 | 0,90% | Acciones |
| ALGERT GLOBAL LLC | $16 871 298 | 825 810 | 0,80% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16 775 298 | 821 111 | 0,80% | Acciones |
| Trexquant Investment LP | $16 648 979 | 814 928 | 0,79% | Acciones |
| VANGUARD GROUP INC | $16 438 456 | 852 175 | 0,78% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $16 424 147 | 803 923 | 0,78% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $13 449 846 | 658 338 | 0,64% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $13 445 902 | 658 145 | 0,64% | Acciones |
| BlackRock, Inc. | $13 234 431 | 647 794 | 0,63% | Acciones |
| Bank of New York Mellon Corp | $12 697 408 | 621 508 | 0,60% | Acciones |
| Jain Global LLC | $12 526 164 | 613 126 | 0,59% | Acciones |
| PRUDENTIAL FINANCIAL INC | $12 366 810 | 605 326 | 0,59% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11 775 913 | 576 403 | 0,56% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $11 477 921 | 561 817 | 0,54% | Acciones |
| BANK OF AMERICA CORP /DE/ | $11 259 708 | 551 136 | 0,53% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 666 503 | 522 100 | 0,51% | Opción de venta |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10 647 810 | 521 185 | 0,51% | Acciones |
| BANC FUNDS CO LLC | $10 618 247 | 519 738 | 0,50% | Acciones |
| Point72 Europe (London) LLP | $10 213 005 | 617 100 | 0,48% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $9 648 803 | 472 286 | 0,46% | Acciones |
| Public Sector Pension Investment Board | $9 602 713 | 470 030 | 0,46% | Acciones |
| CITADEL ADVISORS LLC | $9 598 014 | 469 800 | 0,46% | Opción de compra |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $9 586 143 | 469 219 | 0,45% | Acciones |
| SALZHAUER MICHAEL | $9 572 669 | 468 559 | 0,45% | Acciones |
| Petiole USA ltd | $8 114 132 | 397 168 | 0,38% | Acciones |
| RHUMBLINE ADVISERS | $7 788 750 | 381 242 | 0,37% | Acciones |
| Verition Fund Management LLC | $7 443 344 | 364 334 | 0,35% | Acciones |
| Gator Capital Management, LLC | $7 329 569 | 358 765 | 0,35% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7 326 198 | 358 600 | 0,35% | Opción de compra |
| Tiptree Advisors, LLC | $7 157 446 | 350 340 | 0,34% | Acciones |
| Brevan Howard Capital Management LP | $7 150 500 | 350 000 | 0,34% | Acciones |
| Dana Investment Advisors, Inc. | $7 005 488 | 342 902 | 0,33% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6 966 732 | 341 005 | 0,33% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $6 631 966 | 324 619 | 0,31% | Acciones |
| Squarepoint Ops LLC | $6 604 120 | 323 256 | 0,31% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 013 346 | 294 339 | 0,29% | Acciones |
| Swiss National Bank | $5 990 362 | 293 214 | 0,28% | Acciones |
| JANE STREET GROUP, LLC | $5 655 024 | 276 800 | 0,27% | Opción de venta |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5 368 370 | 262 769 | 0,25% | Acciones |
| Weiss Asset Management LP | $5 217 434 | 255 381 | 0,25% | Acciones |
| Quantbot Technologies LP | $5 176 737 | 253 389 | 0,25% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $5 107 500 | 250 000 | 0,24% | Opción de compra |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $5 078 673 | 248 589 | 0,24% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $5 041 164 | 246 753 | 0,24% | Acciones |
| Engineers Gate Manager LP | $4 748 565 | 232 431 | 0,23% | Acciones |
| TD Asset Management Inc | $4 555 359 | 222 974 | 0,22% | Acciones |
| Numerai GP LLC | $4 513 416 | 220 921 | 0,21% | Acciones |
| Allianz Asset Management GmbH | $4 422 108 | 251 542 | 0,21% | Acciones |
| Man Group plc | $4 381 969 | 214 487 | 0,21% | Acciones |
| Legal & General Group Plc | $4 312 997 | 211 111 | 0,20% | Acciones |
| EJF Capital LP | $4 146 616 | 202 967 | 0,20% | Acciones |
| HENNESSY ADVISORS INC | $3 881 700 | 190 000 | 0,18% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 858 494 | 219 482 | 0,18% | Acciones |
| Financiere des Professionnels - Fonds d'investissement inc. | $3 704 102 | 181 307 | 0,18% | Acciones |
| Rafferty Asset Management, LLC | $3 533 593 | 172 961 | 0,17% | Acciones |
| FIRST TRUST ADVISORS LP | $3 435 022 | 168 136 | 0,16% | Acciones |
| Interval Partners, LP | $3 326 004 | 162 800 | 0,16% | Opción de compra |
| CITADEL ADVISORS LLC | $3 289 230 | 161 000 | 0,16% | Opción de venta |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 274 205 | 186 246 | 0,16% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $3 128 303 | 153 123 | 0,15% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $3 038 922 | 148 748 | 0,14% | Acciones |
| Orchard Capital Management, LLC | $3 011 648 | 147 413 | 0,14% | Acciones |
| ENDEAVOUR CAPITAL ADVISORS INC | $2 972 116 | 145 478 | 0,14% | Acciones |
| Kodai Capital Management LP | $2 911 575 | 205 185 | 0,14% | Acciones |
| CITIGROUP INC | $2 678 373 | 131 100 | 0,13% | Opción de venta |
| Aquatic Capital Management LLC | $2 649 934 | 129 708 | 0,13% | Acciones |
| ExodusPoint Capital Management, LP | $2 555 000 | 125 000 | 0,12% | Opción de venta |
| TECTONIC ADVISORS LLC | $2 537 428 | 124 201 | 0,12% | Acciones |
| Integrated Quantitative Investments LLC | $2 469 068 | 120 855 | 0,12% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 303 940 | 119 437 | 0,11% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 113 340 | 103 443 | 0,10% | Acciones |
| Crescent Grove Advisors, LLC | $2 101 757 | 102 275 | 0,10% | Acciones |
| Entropy Technologies, LP | $2 017 258 | 98 740 | 0,10% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1 973 661 | 96 606 | 0,09% | Acciones |
| ARGA Investment Management, LP | $1 948 756 | 95 387 | 0,09% | Acciones |
Informantes de la empresa 26 insiders · 7 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| WOLFF JARED M | CHAIRMAN AND CEO | 28 de febrero de 2026 F | 212 172 | 0 | 0 | $0 |
| Gregory A Mitchell | President and CEO | 1 de noviembre de 2010 A | 13 958 | 0 | 0 | $0 |
| Joseph Kauder | CHIEF FINANCIAL OFFICER | 2 de agosto de 2026 F | 60 361 | 0 | 0 | $0 |
| Olivia I Lindsay | CHIEF RISK OFFICER | 4 de agosto de 2026 S | 32 842 | 0 | 1 | $-117 000 |
| Joseph J Rice | SR EVP AND VICE CHAIRMAN | 8 de julio de 2026 A | 44 531 | 0 | 0 | $0 |
| Bryan M Corsini | CHIEF CREDIT OFFICER | 26 de mayo de 2026 S | 59 045 | 0 | 3 | $-670 849 |
| Alvin L Majors | Chairman | 16 de febrero de 2011 P | 3 000 | 0 | 0 | $0 |
| John M Eggemeyer III | Consejero | 6 de mayo de 2026 A | 193 772 | 0 | 0 | $0 |
| LASHLEY RICHARD J | Consejero | 17 de septiembre de 2025 G | 29 825 | 0 | 0 | $0 |
| Kenneth R Scholz | Consejero | 16 de noviembre de 2010 P | 68 547 | 0 | 0 | $0 |
| Donald A Whitacre | Consejero | 1 de noviembre de 2010 D | 6 348 | 0 | 0 | $0 |
| Francis P Burke | Consejero | 1 de noviembre de 2010 D | 52 246 | 0 | 0 | $0 |
| Donald M Purdy | Consejero | 27 de agosto de 2009 P | 9 865 | 0 | 0 | $0 |
| Paul Robert Burke | — | 6 de mayo de 2026 A | 64 507 | 0 | 0 | $0 |
| Susan E Lester | — | 6 de mayo de 2026 A | 53 264 | 0 | 0 | $0 |
| Marangal I Domingo | — | 6 de mayo de 2011 A | 5 000 | 0 | 0 | $0 |
| Melanie M Stewart | — | 31 de diciembre de 2010 J | 34 790 | 0 | 0 | $0 |
| James P Sheehy | — | 31 de diciembre de 2010 J | 28 705 | 0 | 0 | $0 |
| Lisa R Goodwin | — | 31 de diciembre de 2010 J | 15 622 | 0 | 0 | $0 |
| Hans R Ganz | — | 31 de diciembre de 2010 J | 50 760 | 0 | 0 | $0 |
| Regan J Lauer | — | 31 de diciembre de 2010 J | 21 045 | 0 | 0 | $0 |
| Rachel M Carrillo | — | 31 de diciembre de 2010 J | 16 387 | 0 | 0 | $0 |
| Chang Liu | — | 29 de noviembre de 2010 A | 4 300 | 0 | 0 | $0 |
| Gaylin Anderson | — | 23 de noviembre de 2010 A | 5 000 | 0 | 0 | $0 |
| Matthew J Bonaccorso | — | 23 de noviembre de 2010 A | 5 000 | 0 | 0 | $0 |
| Richard Herrin | — | 17 de noviembre de 2010 A | 4 200 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 12 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 |
|---|---|---|---|---|---|
| WP Clipper GG 14 L.P., WP Clipper FS II L.P., Warburg Pincus (Callisto) Global Growth 14 (Cayman), L.P., Warburg Pincus (Europa) Global Growth 14 (Cayman), L.P., Warburg Pincus Global Growth 14-B (Cayman), L.P., Warburg Pincus Global Growth 14-E (Cayman), L.P., Warburg Pincus Global Growth 14 Partners (Cayman), L.P., WP Global Growth 14 Partners (Cayman), L.P., Warburg Pincus Financial Sector II (Cayman), L.P., Warburg Pincus Financial Sector II-E (Cayman), L.P., Warburg Pincus Financial Sector II Partners (Cayman), L.P., Warburg Pincus (Cayman) Global Growth 14 GP, L.P., Warburg Pincus (Cayman) Global Growth 14 GP LLC, Warburg Pincus (Cayman) Financial Sector II GP, L.P., Warburg Pincus (Cayman) Financial Sector II GP LLC, Warburg Pincus Partners II (Cayman), L.P., Warburg Pincus (Bermuda) Private Equity GP Ltd., Warburg Pincus LLC ×2 presentaciones | 4 de febrero de 2026 | 4,57% | Enmienda | — | SEC |
| PL Capital Advisors, LLC, John W. Palmer, Richard J. Lashley, Beth Lashley ×6 presentaciones | 19 de diciembre de 2023 | — | Presentación inicial | — | SEC |
| WP Clipper GG 14 L.P. (“WPGG14 Purchaser”), WP Clipper FS II L.P. (“WPFSII Purchaser”), Warburg Pincus (Callisto) Global Growth 14 (Cayman), L.P. (“WP Callisto 14”), Warburg Pincus (Europa) Global Growth 14 (Cayman), L.P. (“WP Europa 14”), Warburg Pincus Global Growth 14-B (Cayman), L.P. (“WP Global Growth 14-B”), Warburg Pincus Global Growth 14-E (Cayman), L.P. (“WP Global Growth 14-E”), Warburg Pincus Global Growth 14 Partners (Cayman), L.P. (“Warburg Pincus Global Growth 14 Partners”), WP Global Growth 14 Partners (Cayman), L.P. (“WP Global Growth 14 Partners”), Warburg Pincus Financial Sector II (Cayman), L.P. (“WP Financial Sector II LP”), Warburg Pincus Financial Sector II-E (Cayman), L.P. (“WP Financial Sector II-E”), Warburg Pincus Financial Sector II Partners (Cayman), L.P. (“WP Financial Sector II Partners”), Warburg Pincus (Cayman) Global Growth 14 GP, L.P. (“WPGG Cayman 14 GP”), Warburg Pincus (Cayman) Global Growth 14 GP LLC (“WPGG Cayman 14 GP LLC”), Warburg Pincus (Cayman) Financial Sector II GP, L.P. (“WPFS Cayman II GP”), Warburg Pincus (Cayman) Financial Sector II GP LLC (“WPFS Cayman II GP LLC”), Warburg Pincus Partners II (Cayman), L.P. (“WPP II Cayman”), Warburg Pincus (Bermuda) Private Equity GP Ltd. (“WP Bermuda GP”), Warburg Pincus LLC (“WP LLC”) | 1 de diciembre de 2023 | — | Presentación inicial | — | SEC |
| Patriot Financial Partners III, L.P., Patriot Financial Partners GP III, L.P., Patriot Financial Partners GP III, LLC, Patriot Financial Partners II, L.P., Patriot Financial Partners GP II, L.P., Patriot Financial Partners GP II, LLC, Patriot Financial Partners Parallel II, L.P., Patriot Financial Manager, L.P., Patriot Financial Manager, LLC, W. Kirk Wycoff, James J. Lynch, James F. Deutsch, Ira M. Lubert ×2 presentaciones | 3 de marzo de 2023 | — | Presentación inicial | Inversión pasiva | SEC |
| Legion Partners, L.P. I, Legion Partners Special Opportunities, L.P. I, Legion Partners, L.P. II, Legion Partners Special Opportunities, L.P. V, Legion Partners, LLC, Legion Partners Asset Management, LLC, Legion Partners Holdings, LLC, Chirstopher S. Kiper, Raymond T. White, California State Teachers’ Retirement System ×5 presentaciones | 26 de abril de 2018 | — | Presentación inicial | — | SEC |
| PL Capital, LLC, Financial Edge Fund, L.P., Financial Edge—Strategic Fund, L.P., PL Capital/Focused Fund, L.P., Goodbody/PL Capital, L.P., PL Capital Plus Fund, LP, Goodbody/PL Capital, LLC, PL Capital Plus, LLC, PL Capital Advisors, LLC, John W. Palmer, Richard J. Lashley ×8 presentaciones | 12 de septiembre de 2016 | — | Presentación inicial | — | SEC |
| Patriot Financial Partners, L.P., Patriot Financial Partners Parallel, L.P., Patriot Financial Partners GP, L.P., Patriot Financial Partners GP, LLC, Patriot Financial Partners II, L.P., Patriot Financial Partners Parallel II, L.P., Patriot Financial Partners GP II, L.P., Patriot Financial Partners GP II, LLC, W. Kirk Wycoff, Ira M. Lubert, James J. Lynch ×4 presentaciones | 10 de noviembre de 2014 | — | Presentación inicial | — | SEC |
| COR Capital LLC, Sugarman Enterprises, Inc., Steven Sugarman | 12 de noviembre de 2010 | — | Presentación inicial | Campaña de la junta directiva | SEC |
| SS. OR ×2 presentaciones | 2 de febrero de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 14 de marzo de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 6 de diciembre de 2002 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 18 de octubre de 2002 | — | Presentación inicial | Inversión pasiva | 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 70 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 |
|---|---|---|---|---|
| OASC · Unified Series Trust | 1,32% | 57 615 NS | 31 de mayo de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,97% | 256 793 NS | 30 de abril de 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0,85% | 13 475 NS | 30 de abril de 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,72% | 256 299 SH | 8 de agosto de 2026 | Diario |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,55% | 8 028 SH | 8 de agosto de 2026 | Diario |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,50% | 744 793 | 8 de agosto de 2026 | Diario |
| HAPS · Harbor ETF Trust | 0,48% | 40 179 NS | 30 de abril de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,37% | 36 589 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,30% | 290 312 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,27% | 1 171 919 SH | 8 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,25% | 16 586 NS | 30 de abril de 2026 | N-PORT |
| PFF · iShares Trust | 0,24% | 1 255 656 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,24% | 3 356 324 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,22% | 320 685 NS | 31 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,19% | 132 595 NS | 30 de abril de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,19% | 66 414 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,19% | 126 881 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,19% | 73 275 NS | 31 de mayo de 2026 | N-PORT |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,18% | 218 605 | 8 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,18% | 118 471 NS | 30 de abril de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,17% | 69 910 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,16% | 1 207 146 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,16% | 631 312 NS | 30 de abril de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,15% | 20 960 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,15% | 478 203 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,14% | 8 190 753 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,13% | 12 451 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,12% | 5 269 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 187 064 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 47 438 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,11% | 1 606 NS | 31 de mayo de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,11% | 120 260 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,10% | 887 952 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,09% | 684 773 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 13 572 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,08% | 3 579 559 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,08% | 28 779 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,08% | 58 813 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,08% | 5 656 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 520 104 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,07% | 103 666 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,07% | 6 388 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 32 296 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 647 900 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 4 997 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 5 418 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,03% | 7 343 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1 565 259 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,03% | 238 130 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 34 088 NS | 30 de abril de 2026 | N-PORT |