BBT Beacon Financial Corporation Common stock
$32,49
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$23–$33
97% of range
Calificación del Analista
BUY
11 analysts
Precio Objetivo
$35
+7% upside
P/E (TTM)
25.6
ROE
4.8%
Margen de Beneficio Neto
301.4%
Acerca de Beacon Financial Corporation Common stock Descripción general de la empresa de Wikipedia
Berkshire Bank was an American bank based in Boston, Massachusetts that operated branches in New England, and New York; it was the third largest regional bank headquartered in Massachusetts. After a merger with Brookline Bancorp, the new entity is called Beacon Bank.
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Berkshire Bank was an American bank based in Boston, Massachusetts that operated branches in New England, and New York; it was the third largest regional bank headquartered in Massachusetts. After a merger with Brookline Bancorp, the new entity is called Beacon Bank.
## History
The company was founded on February 6, 1846, as Berkshire County Savings Bank. In 1997, a year before James A. Cunningham Jr. was named president and CEO, the bank acquired Great Barrington Savings Bank and changed its name to Berkshire Bank.
It later acquired Woronoco Savings Bank (2005), Factory Point National Bank (2007), Rome Savings Bank and Legacy Banks (2011), Connecticut Bank & Trust Company and Beacon Federal Bank (2012), Hampden Bank (2015) and First Choice Bank (2016).
In November 2017, the year it acquired Commerce Bank & Trust Company, the firm signed a lease for a new headquarters at 60 State Street in Government Center, Boston. On November 26, 2018, Richard Marotta became chairman and CEO of Berkshire Hills Bancorp after Michael Daly resigned from those roles.
On August 20, 2020, a year after SI Financial Group was acquired by the bank, Marotta resigned as CEO of Berkshire Hills Bancorp, whose chairman, Sean Gray, took over the role.
On January 25, 2021, the board of directors announced that Nitin J. Mhatre had been appointed CEO, effective January 29. It was also announced that Gray, who had been serving as acting CEO, would continue to serve as president and COO of the bank.
On September 1, 2025, Berkshire Hills Bancorp, the bank holding company parent of Berkshire Bank, merged with Brookline Bancorp, the holding parent of Brookline Bank, Bank Rhode Island, and PCSB Bank (which serves the lower Hudson Valley in New York state). The new Beacon Financial Corporation is traded on the NYSE under the symbol "BBT"; the individual banks are expected to be rebranded "Beacon Bank" and customer service systems combined in early 2026.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
BBT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$32.49
Capitalización Bursátil
—
P/E (TTM)
25.6
BPA (TTM)
$1.03
Ingresos (TTM)
$30M
Rendimiento div.
—
ROE
4.8%
Deuda/Capital
—
Rango 52S
$23 – $33
BBT 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
$30M
2016-12-31
→
2025-12-31
BPA
$1.03
2016-12-31
→
2025-12-31
Flujo de caja libre
$212M
2017-12-31
→
2025-12-31
Márgenes
301.4%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
BBT
Mediana de Pares
P/E (TTM)
25.6
12.6
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
BBT
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
301.4%
28.4%
ROA
0.51%
1.1%
ROE
4.8%
8.7%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
BBT
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
BBT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
81.1%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-58.3%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
-39.9%
—
EPS YoY (EPS interanual)
33.8%
—
Net Income YoY (Beneficio Neto interanual)
31.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
BBT
Mediana de Pares
Payout Ratio (Ratio de Pago)
69.9%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
69.9%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 14 de agosto de 2026 | $0,3230 |
| 15 de mayo de 2026 | $0,3230 |
| 13 de febrero de 2026 | $0,3230 |
| 10 de noviembre de 2025 | $0,3230 |
| 14 de agosto de 2025 | $0,1800 |
| 15 de mayo de 2025 | $0,1800 |
| 20 de febrero de 2025 | $0,1800 |
| 14 de noviembre de 2024 | $0,1800 |
| 30 de septiembre de 2024 | $0,1800 |
| 20 de junio de 2024 | $0,1800 |
| 20 de marzo de 2024 | $0,1800 |
| 15 de noviembre de 2023 | $0,1800 |
| 16 de agosto de 2023 | $0,1800 |
| 17 de mayo de 2023 | $0,1800 |
| 15 de febrero de 2023 | $0,1800 |
| 16 de noviembre de 2022 | $0,1800 |
| 10 de agosto de 2022 | $0,1200 |
| 11 de mayo de 2022 | $0,1200 |
| 9 de febrero de 2022 | $0,1200 |
| 9 de noviembre de 2021 | $0,1200 |
BBT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
11 analistas
- Compra fuerte 1 9,1%
- Compra 5 45,5%
- Mantener 5 45,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-15
Mediana
$34.50
← Por Debajo de Todos los Objetivos
$32.49
Mín
$33.00
Máx
$38.00
Objetivo mediano
$34.50
+6,2%
Objetivo medio
$34.83
+7,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.08%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.77 | $0.78 | -0.01% |
| 31 de marzo de 2026 | $0.70 | $0.85 | -0.15% |
| 31 de diciembre de 2025 | $0.79 | $0.80 | -0.01% |
| 30 de septiembre de 2025 | $0.44 | $0.89 | -0.45% |
| 30 de junio de 2025 | $0.69 | $0.60 | 0.09% |
| 31 de marzo de 2025 | $0.60 | $0.54 | 0.06% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| CUBI | — | — | — | — | — | — |
| FRME | — | — | — | — | — | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| SYBT | $1.91B | 13.7 | — | 35.3% | 13.5% | — |
| BUSE | — | — | — | — | — | — |
| BANR | — | 11.1 | 8.5% | 33.2% | 10.2% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $30M | $17M | $16M | $414M | $434M | $383M | $449M | $431M | $365M | $298M | $268M | $226M | |
| Interest Expense | · | · | $207M | $43M | $38M | $93M | $144M | $110M | $64M | $48M | $33M | $28M | |
| Interest Income | $833M | $629M | $577M | $387M | $329M | $410M | $510M | $466M | $355M | $280M | $247M | $207M | |
| Other Non-op | · | $14M | $2M | $7M | $7M | $3M | · | · | · | · | · | · | |
| Pretax Income | $122M | $92M | $94M | $114M | $149M | $-533M | $124M | $138M | $91M | $77M | $55M | $46M | |
| Income Tax | $32M | $23M | $19M | $21M | $30M | $-20M | $22M | $29M | $42M | $19M | $5M | $12M | |
| Net Income | $90M | $69M | $75M | $93M | $119M | $-533M | $97M | $106M | $55M | $59M | $50M | $34M | |
| EPS (Basic) | $1.03 | $0.77 | $0.85 | $2.03 | $2.41 | $-10.60 | $1.98 | $2.30 | $1.40 | $1.89 | $1.74 | $1.36 | |
| EPS (Diluted) | $1.03 | $0.77 | $0.85 | $2.02 | $2.39 | $-10.60 | $1.97 | $2.29 | $1.39 | $1.88 | $1.73 | $1.36 | |
| Shares (Basic) | 87,377,933 | 88,983,248 | 88,230,681 | 45,564,000 | 49,240,000 | 50,270,000 | 49,263,000 | 46,024,000 | 39,456,000 | 30,988,000 | 28,393,000 | 24,730,000 | |
| Shares (Diluted) | 87,701,567 | 89,302,304 | 88,450,646 | 45,914,000 | 49,554,000 | 50,270,000 | 49,421,000 | 46,231,000 | 39,695,000 | 31,167,000 | 28,564,000 | 24,854,000 | |
| EBITDA | $10M | · | $8M | $10M | · | · | · | · | · | · | · | · |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.04B | $544M | · | · | · | · | $580M | $183M | $249M | $113M | $104M | $72M | |
| PP&E (Net) | $162M | $87M | $69M | $85M | $94M | $113M | $120M | $108M | $109M | $93M | $88M | $87M | |
| PP&E (Gross) | $275M | $190M | $166M | $180M | $183M | $199M | $200M | $177M | $169M | $143M | $129M | $120M | |
| Accum. Depreciation | $113M | $103M | $97M | $95M | $89M | $87M | $79M | $68M | $59M | $49M | $41M | $32M | |
| Goodwill | $352M | $241M | $241M | · | $0 | $0 | $554M | $518M | $519M | $403M | $324M | $265M | |
| Intangibles | $190M | $17M | $20M | $24M | $30M | $35M | $46M | $33M | $38M | $19M | $11M | $12M | |
| Total Assets | $23.22B | $11.91B | $12.43B | $11.66B | $11.55B | $12.84B | $13.22B | $12.21B | $11.57B | $9.16B | $7.83B | $6.50B | |
| Short-term Debt | · | $104M | $260M | $0 | $0 | $40M | $125M | $1.12B | $667M | $1.08B | $1.07B | $901M | |
| Total Liabilities | $20.72B | $10.68B | $11.42B | $10.71B | $10.37B | $11.65B | $11.46B | $10.66B | $10.07B | $8.07B | $6.94B | $5.79B | |
| Long-term Debt | $788M | $1.52B | $247M | $126M | $111M | $532M | $703M | $399M | $470M | $232M | $192M | $151M | |
| Total Debt | · | · | $260M | $0 | $0 | $40M | $125M | $1.12B | $667M | · | $1.07B | $901M | |
| Common Stock | $896.0K | $970.0K | $528.0K | $528.0K | $528.0K | $528.0K | $517.0K | $460.0K | $460.0K | $366.0K | $322.0K | $265.0K | |
| Retained Earnings | $486M | $459M | $-33M | $-71M | $-139M | $-233M | $361M | $309M | $239M | $217M | $184M | $156M | |
| Treasury Stock | $143M | $88M | $225M | $210M | $90M | $31M | $70M | $22M | $24M | $27M | $29M | $33M | |
| AOCI | $-20M | $-53M | $-143M | $-181M | $-3M | $31M | $12M | $-13M | $4M | $10M | $-3M | $7M | |
| Stockholders' Equity | $2.50B | $1.22B | $1.20B | $992M | $1.18B | $1.19B | $1.76B | $1.55B | $1.50B | $1.09B | $887M | $709M | |
| Liabilities + Equity | $23.22B | $11.91B | $12.43B | $11.66B | $11.55B | $12.84B | $13.22B | $12.21B | $11.57B | $9.16B | $7.83B | $6.50B | |
| Shares Outstanding | · | 46,424,016 | 43,501,000 | 44,361,000 | 48,667,000 | 50,833,000 | 49,585,000 | 45,416,855 | 45,290,433 | 35,672,817 | 30,973,986 | 25,182,566 |
Flujo de Efectivo 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $8M | $8M | $10M | $11M | $12M | $11M | $10M | $9M | $8M | $9M | $8M | |
| Stock-based Comp | · | $8M | $7M | $7M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | |
| Deferred Tax | $22M | $392.0K | $16M | $-3M | $5M | $4M | $564.0K | $12M | $32M | $11M | $2M | $11M | |
| Amort. of Intangibles | $15M | $7M | $8M | $5M | $5M | $6M | $6M | $5M | $3M | $3M | $4M | $5M | |
| Other Non-cash | $102M | · | $76M | $17M | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $224M | $105M | $117M | $111M | $85M | $228M | $112M | $222M | $78M | $98M | $86M | $56M | |
| CapEx | $12M | $5M | $12M | $1M | $2M | $7M | $11M | $9M | $11M | $9M | $7M | $8M | |
| Investing Cash Flow | $2.30B | $-140M | $-665M | $-1.26B | $621M | $641M | $1.20B | $-862M | $-283M | $-208M | $-454M | $-369M | |
| Debt Issued | · | $0 | $0 | $98M | $0 | $0 | $5.38B | $4.77B | $5.98B | $9.36B | $8.57B | $5.43B | |
| Net Debt Issued | · | · | $0 | $98M | $-462M | $-256M | $-844M | $381M | $-196M | · | $-54M | $-12M | |
| Stock Issued | · | $100M | $0 | $0 | · | · | $0 | $0 | $153M | $0 | $0 | · | |
| Stock Repurchased | · | $18M | $24M | $125M | $69M | $473.0K | $53M | $0 | $0 | $0 | $550.0K | $2M | |
| Net Stock Activity | · | · | $-24M | $-125M | $-69M | $-473.0K | $-53M | $0 | $153M | · | $-550.0K | · | |
| Dividends Paid | $63M | $48M | $48M | $25M | $25M | $37M | $45M | $41M | $33M | $25M | $22M | $18M | |
| Financing Cash Flow | $-1.03B | $445M | $299M | $208M | $-636M | $109M | $-917M | $574M | $340M | $119M | $400M | $310M | |
| Net Change in Cash | $1.50B | $411M | $-250M | $-942M | $70M | $978M | $397M | $-66M | $136M | $10M | $32M | $-4M | |
| Taxes Paid | $15M | $-1M | $12M | $28M | $15M | $-14M | $20M | $3M | $18M | $16M | $429.0K | $746.0K | |
| Free Cash Flow | $212M | · | $155M | $122M | $104M | $220M | $101M | $213M | $66M | · | $79M | $47M | |
| Levered FCF | · | · | $-29M | $87M | $74M | · | $-17M | $124M | $29M | · | $49M | $26M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 301.4% | · | 16.9% | 22.4% | 27.3% | -139.1% | 21.7% | 22.5% | 13.1% | · | 18.5% | · | |
| Pretax Margin | 406.9% | · | 19.0% | 27.5% | 34.3% | -139.1% | 27.6% | 28.4% | 23.7% | · | 20.4% | 20.1% | |
| EBITDA Margin | 33.4% | · | 2.0% | 2.3% | · | · | · | · | · | · | · | · | |
| ROA | 0.51% | · | 0.58% | 0.80% | 0.97% | -4.1% | 0.77% | 0.89% | 0.53% | · | 0.69% | · | |
| ROE | 4.8% | · | 7.1% | 9.8% | 10.1% | -45.0% | 5.5% | 6.9% | 4.0% | · | 5.6% | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.3 | 0.0 | 0.0 | 0.0 | 0.1 | 0.7 | 0.4 | · | 1.2 | 1.3 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 81.1% | 1.9% | -96.1% | -4.8% | 13.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -58.3% | -66.4% | -65.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -39.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 33.8% | -9.4% | -57.9% | -15.5% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -20.1% | -31.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 31.4% | -8.4% | -18.9% | -22.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -0.82% | -16.7% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 11.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $30M | $17M | $16M | $414M | $434M | $383M | $449M | $431M | $365M | $298M | $268M | $226M | |
| Net Income TTM | $90M | $69M | $75M | $93M | $119M | $-533M | $97M | $106M | $55M | $59M | $50M | $34M | |
| Market Cap | · | · | $1.08B | $1.33B | $1.38B | $870M | $1.63B | $1.22B | $1.66B | · | $902M | $671M | |
| Enterprise Value | · | · | · | · | · | · | $1.18B | $2.16B | $2.08B | · | $1.87B | $1.50B | |
| P/E | 25.6 | 36.9 | 29.2 | 14.8 | 11.9 | -1.6 | 16.7 | 11.8 | 26.3 | 19.6 | 16.8 | 19.6 | |
| P/S | · | · | 66.5 | 3.2 | 3.2 | 2.3 | 3.6 | 2.8 | 4.5 | · | 3.4 | 3.0 | |
| P/B | · | · | 1.1 | 1.4 | 1.2 | 0.7 | 0.9 | 0.8 | 1.1 | · | 1.0 | 0.9 | |
| P / Tangible Book | · | 1.4 | 1.2 | 1.4 | 1.2 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | · | · | 6.9 | 10.8 | 13.1 | 3.8 | 14.6 | 5.5 | 21.2 | · | 10.4 | 12.0 | |
| P / FCF | · | · | 7.0 | 10.9 | 13.3 | 3.9 | 16.1 | 5.8 | 25.3 | · | 11.4 | 14.2 | |
| EV / FCF | · | · | · | · | · | · | 11.6 | 10.2 | 31.7 | · | 23.7 | 31.7 | |
| EV / Revenue | · | · | · | · | · | · | 2.6 | 5.0 | 5.7 | · | 7.0 | 6.6 | |
| Dividend Yield | · | · | 4.4% | 1.8% | 1.8% | 4.2% | 2.8% | 3.3% | 2.0% | · | 2.4% | 2.7% | |
| Earnings Yield | 3.9% | 2.7% | 3.4% | 6.8% | 8.4% | -61.9% | 6.0% | 8.5% | 3.8% | 5.1% | 5.9% | 5.1% | |
| Payout Ratio | 69.9% | · | 45.6% | 26.5% | 20.7% | -6.9% | 46.3% | 38.7% | 60.2% | · | 44.2% | · | |
| Annual Payout | $63M | $48M | $48M | $25M | $25M | $37M | $45M | $41M | $33M | $25M | $22M | $18M |
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 | · | · | · | · | $114M | $110M | $-273M | $126M | $109M | $56M | $-316M | $108M | $110M | $114M | $118M | $108M | |
| Interest Expense | · | · | $113M | $84M | $65M | $68M | $73M | $77M | $75M | $74M | $62M | $58M | $53M | $35M | $19M | $12M | |
| Interest Income | $294M | $292M | $313M | $212M | $154M | $154M | $158M | $160M | $155M | $155M | $152M | $148M | $145M | $132M | $121M | $104M | |
| Other Non-op | · | · | · | · | $3M | $3M | · | $3M | $3M | $2M | · | $1M | $-137.0K | $359.0K | $-159.0K | $2M | |
| Pretax Income | $87M | $66M | $75M | $-8M | $30M | $25M | $24M | $27M | $22M | $19M | $10M | $23M | $28M | $33M | $36M | $24M | |
| Income Tax | $23M | $20M | $22M | $-4M | $8M | $6M | $6M | $7M | $5M | $5M | $6M | $4M | $4M | $6M | $5M | $5M | |
| Net Income | $64M | $46M | $53M | $-4M | $22M | $19M | $18M | $20M | $16M | $15M | $4M | $20M | $24M | $28M | $31M | $19M | |
| EPS (Basic) | $0.77 | $0.55 | $0.64 | $-0.05 | $0.25 | $0.21 | $0.20 | $0.23 | $0.18 | $0.16 | $-0.78 | $0.45 | $0.55 | $0.63 | $0.69 | $0.42 | |
| EPS (Diluted) | $0.77 | $0.55 | $0.64 | $-0.05 | $0.25 | $0.21 | $0.20 | $0.23 | $0.18 | $0.16 | $-0.78 | $0.45 | $0.55 | $0.63 | $0.68 | $0.42 | |
| Shares (Basic) | 83,816,086 | 83,816,086 | 83,851,381 | 87,508,517 | 89,104,605 | 89,103,510 | 89,098,443 | 89,033,463 | 88,904,692 | 88,894,577 | -42,069,319 | 43,164,000 | 43,443,000 | 43,693,000 | -92,622,000 | 44,700,000 | |
| Shares (Diluted) | 83,939,430 | 83,903,440 | 83,878,047 | 87,832,552 | 89,612,781 | 89,567,747 | 89,483,964 | 89,319,611 | 89,222,315 | 89,181,508 | -42,464,354 | 43,347,000 | 43,532,000 | 44,036,000 | -93,289,000 | 45,034,000 |
Balance general 18
| 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 | $1.22B | $1.11B | $2.04B | $1.22B | · | · | $544M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $161M | $161M | $162M | $158M | $58M | $58M | $87M | $55M | $56M | $58M | · | $70M | $77M | $79M | · | $87M | |
| PP&E (Gross) | · | · | $275M | · | · | · | $190M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $120M | $116M | $113M | $110M | · | · | $103M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $357M | $355M | $352M | $353M | · | · | $241M | · | · | · | $241M | · | · | · | · | · | |
| Intangibles | $173M | $181M | $190M | $198M | $13M | $14M | $17M | $16M | $17M | $18M | · | $21M | $22M | $23M | · | $26M | |
| Total Assets | $22.25B | $22.23B | $23.22B | $22.82B | $12.03B | $12.01B | $11.91B | $11.60B | $12.22B | $12.15B | · | $12.14B | $12.09B | $12.32B | · | $11.32B | |
| Short-term Debt | · | · | · | · | $360M | $400M | · | $354M | $532M | $210M | · | $670M | $470M | $900M | · | $0 | |
| Total Liabilities | $19.71B | $19.72B | $20.72B | $20.41B | $10.81B | $10.82B | $10.68B | $10.53B | $11.21B | $11.14B | · | $11.19B | $11.12B | $11.32B | · | $10.37B | |
| Long-term Debt | $889M | $1.07B | $788M | $1.08B | $226M | $285M | $1.52B | $354M | $279M | $249M | · | $256M | $326M | $126M | · | $125M | |
| Total Debt | · | · | · | · | $360M | $400M | · | $354M | $532M | $210M | · | $670M | $470M | $900M | · | $0 | |
| Common Stock | $896.0K | $896.0K | $896.0K | $896.0K | $562.0K | $562.0K | $970.0K | $528.0K | $528.0K | $528.0K | · | $528.0K | $528.0K | $528.0K | · | $528.0K | |
| Retained Earnings | $542M | $505M | $486M | · | $36M | $14M | $459M | $-15M | $-45M | $-61M | · | $-24M | $-35M | $-51M | · | $-94M | |
| Treasury Stock | $133M | $143M | $143M | $142M | $147M | $145M | $88M | $235M | $235M | $226M | · | $219M | $215M | $208M | · | $189M | |
| AOCI | $-35M | $-31M | $-20M | $-29M | $-91M | $-95M | $-53M | $-89M | $-115M | $-114M | · | $-218M | $-186M | $-159M | · | $-188M | |
| Stockholders' Equity | $2.54B | $2.50B | $2.50B | $2.41B | $1.22B | $1.20B | $1.22B | $1.07B | $1.01B | $1.01B | $1.20B | $951M | $973M | $995M | $954M | $943M | |
| Liabilities + Equity | $22.25B | $22.23B | $23.22B | $22.82B | $12.03B | $12.01B | $11.91B | $11.60B | $12.22B | $12.15B | · | $12.14B | $12.09B | $12.32B | · | $11.32B | |
| Shares Outstanding | · | · | · | · | 46,302,528 | 46,376,672 | · | 42,981,618 | 42,959,249 | 43,414,610 | · | 43,822,473 | 44,033,094 | 44,411,346 | 44,361,000 | 45,039,702 |
Flujo de Efectivo 14
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | · | · | · | $1M | $1M | · | $2M | $2M | $2M | · | $2M | $2M | $1M | $2M | $2M | |
| Amort. of Intangibles | $8M | $8M | $9M | $4M | $1M | $1M | $2M | $2M | $2M | $2M | $4M | $1M | $1M | $1M | $1M | $1M | |
| Restructuring | · | · | · | · | · | · | · | $-297.0K | $-384.0K | $4M | · | $3M | $21.0K | $-36.0K | · | $11M | |
| Operating Cash Flow | $64M | $-14M | $167M | $-5M | $39M | $8M | $43M | $20M | $35M | $7M | $12M | $44M | $32M | $41M | $23M | $74M | |
| CapEx | · | · | $8M | $-1M | $2M | $3M | $2M | $3M | $318.0K | $235.0K | $12M | $0 | $0 | $753.0K | $765.0K | $0 | |
| Investing Cash Flow | $60M | $52M | $360M | $2.03B | $-41M | $173M | $-88M | $-163M | $-180M | $292M | $-126M | $-59M | $-148M | $-344M | $-338M | $6M | |
| Stock Repurchased | · | · | · | · | $0 | $0 | · | $-1.0K | $13M | $4M | · | $4M | $12M | $1M | $20M | $20M | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-4M | · | · | · | $-1M | · | · | |
| Dividends Paid | $27M | $27M | $27M | $19M | $8M | $12M | $12M | $20M | $16M | $0 | $24M | $8M | $8M | $8M | $8M | $5M | |
| Financing Cash Flow | $-21M | $-967M | $294M | $-1.02B | $-21M | $-367M | $181M | $521M | $52M | $-308M | $-114M | $38M | $-250M | $624M | $306M | $-256M | |
| Net Change in Cash | $103M | $-929M | $821M | $1.00B | $-24M | $-186M | $136M | $378M | $-93M | $-10M | $-228M | $23M | $-366M | $321M | $-10M | $-176M | |
| Taxes Paid | · | · | · | · | $5M | $779.0K | · | $-4M | $3M | $995.0K | · | $110.0K | $3M | $4M | $13M | $3M | |
| Free Cash Flow | · | · | · | · | · | $20M | · | · | · | $7M | · | · | · | $37M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-42M | · | · | · | $8M | · | · |
Rentabilidad 4
| 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 | 29.4% | 21.5% | · | -34.7% | 26.7% | 23.3% | · | 29.9% | 22.1% | -36.4% | · | 18.1% | 21.7% | 24.2% | · | 17.3% | |
| Pretax Margin | 39.7% | 30.7% | · | -49.6% | 36.5% | 31.3% | · | 38.3% | 28.7% | -47.7% | · | 21.6% | 25.3% | 29.1% | · | 21.8% | |
| ROA | 0.38% | 0.27% | · | -0.29% | 0.25% | 0.21% | · | 0.32% | 0.20% | -0.17% | · | 0.17% | 0.20% | 0.23% | · | 0.16% | |
| ROE | 3.4% | 2.5% | · | -2.9% | 2.7% | 2.3% | · | 3.7% | 2.4% | -2.0% | · | 2.1% | 2.4% | 2.6% | · | 1.8% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | 0.3 | 0.3 | · | 0.3 | 0.5 | 0.2 | · | 0.7 | 0.5 | 0.9 | · | 0.0 |
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 | $460M | $460M | · | $460M | $460M | $455M | · | $370M | $352M | $353M | · | $450M | $450M | $438M | · | $387M | |
| Net Income TTM | $160M | $117M | · | $54M | $79M | $73M | · | $50M | $49M | $57M | · | $102M | $101M | $100M | · | $82M | |
| Market Cap | · | · | · | · | $1.16B | $1.21B | · | $1.16B | $979M | $995M | · | $879M | $913M | $1.11B | · | $1.23B | |
| P/E | 15.9 | 21.6 | · | 38.9 | 28.1 | 31.8 | · | 49.9 | 30.0 | 20.3 | · | 8.6 | 9.1 | 11.2 | · | 15.5 | |
| P/S | · | · | · | · | 2.5 | 2.7 | · | 3.1 | 2.8 | 2.8 | · | 2.0 | 2.0 | 2.5 | · | 3.2 | |
| P/B | · | · | · | · | 0.9 | 1.0 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 0.9 | 1.1 | · | 1.3 | |
| P / Tangible Book | · | · | · | · | 1.0 | 1.0 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 1.0 | 1.1 | · | 1.3 | |
| P / Cash Flow | · | · | · | · | · | 52.0 | · | · | · | 145.0 | · | · | · | 29.8 | · | · | |
| P / FCF | · | · | · | · | · | 60.9 | · | · | · | 150.2 | · | · | · | 30.4 | · | · | |
| Earnings Yield | 6.3% | 4.6% | · | 2.6% | 3.5% | 3.1% | · | 2.0% | 3.3% | 4.9% | · | 11.6% | 11.1% | 8.9% | · | 6.5% | |
| Payout Ratio | · | 58.5% | · | · | · | 32.5% | · | · | · | 0.00% | · | · | · | 29.0% | · | · |
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 | $30M | $17M | $16M | $414M | $434M |
| Beneficio neto | $90M | $69M | $75M | $93M | $119M |
| EPS Diluido | $1.03 | $0.77 | $0.85 | $2.02 | $2.39 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | 0.3 | 0.0 | 0.0 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $212M | — | $155M | $122M | $104M |
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Propietarios institucionales (13F) 304 declarantes · $1.6B 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 |
|---|---|---|---|---|
| 41 (-8 vs trimestre anterior) | 34 (+6 vs trimestre anterior) | 99 (+5 vs trimestre anterior) | 81 (-2 vs trimestre anterior) | +9.3M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $158 705 765 | 5 212 012 | 9,70% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $157 294 225 | 5 165 656 | 9,61% | Acciones |
| STATE STREET CORP | $156 179 116 | 5 129 035 | 9,54% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $147 657 744 | 4 849 187 | 9,02% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $119 879 884 | 3 936 942 | 7,33% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $114 527 687 | 3 761 172 | 7,00% | Acciones |
| Verition Fund Management LLC | $73 175 887 | 2 403 149 | 4,47% | Acciones |
| HoldCo Asset Management, LP | $68 908 350 | 2 263 000 | 4,21% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $56 250 832 | 1 846 899 | 3,44% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $45 462 550 | 1 493 023 | 2,78% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32 103 435 | 1 054 300 | 1,96% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $31 186 342 | 1 024 182 | 1,91% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $25 254 263 | 829 367 | 1,54% | Acciones |
| GOLDMAN SACHS GROUP INC | $22 441 894 | 737 008 | 1,37% | Acciones |
| BANK OF AMERICA CORP /DE/ | $21 593 678 | 709 152 | 1,32% | Acciones |
| Walleye Capital LLC | $20 265 236 | 665 525 | 1,24% | Acciones |
| STRATEGIC VALUE BANK PARTNERS LLC | $18 993 096 | 623 747 | 1,16% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $17 478 056 | 573 992 | 1,07% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $17 225 108 | 565 685 | 1,05% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14 472 581 | 475 290 | 0,88% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $14 327 243 | 470 517 | 0,88% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $13 146 483 | 431 740 | 0,80% | Acciones |
| Glendon Capital Management LP | $11 607 053 | 381 184 | 0,71% | Acciones |
| BAYVIEW ASSET MANAGEMENT, LLC | $11 109 013 | 364 828 | 0,68% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $10 454 340 | 348 478 | 0,64% | Acciones |
| ALGERT GLOBAL LLC | $10 088 450 | 331 312 | 0,62% | Acciones |
| ROYCE & ASSOCIATES LP | $9 243 280 | 303 556 | 0,56% | Acciones |
| Brevan Howard Capital Management LP | $9 135 000 | 300 000 | 0,56% | Acciones |
| Public Sector Pension Investment Board | $8 769 752 | 288 005 | 0,54% | Acciones |
| MORGAN STANLEY | $8 386 996 | 275 435 | 0,51% | Acciones |
| SummitTX Capital, L.P. | $8 305 755 | 272 767 | 0,51% | Acciones |
| Trexquant Investment LP | $8 269 459 | 271 575 | 0,51% | Acciones |
| Ategra Capital Management, LLC | $8 091 874 | 265 743 | 0,49% | Acciones |
| Bank of New York Mellon Corp | $7 109 831 | 233 492 | 0,43% | Acciones |
| RHUMBLINE ADVISERS | $6 565 087 | 215 603 | 0,40% | Acciones |
| AMERIPRISE FINANCIAL INC | $6 287 407 | 206 483 | 0,38% | Acciones |
| ExodusPoint Capital Management, LP | $5 988 876 | 196 679 | 0,37% | Acciones |
| GRACE & WHITE INC /NY | $5 674 327 | 186 349 | 0,35% | Acciones |
| Swiss National Bank | $5 135 575 | 168 656 | 0,31% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $4 470 770 | 146 823 | 0,27% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $4 324 730 | 142 027 | 0,26% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $4 025 155 | 132 189 | 0,25% | Acciones |
| Legal & General Group Plc | $3 914 439 | 128 553 | 0,24% | Acciones |
| EJF Capital LP | $3 912 216 | 128 480 | 0,24% | Acciones |
| HENNESSY ADVISORS INC | $3 501 750 | 115 000 | 0,21% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 054 300 | 101 810 | 0,19% | Acciones |
| Brookstone Capital Management | $3 048 617 | 100 119 | 0,19% | Acciones |
| Cutler Capital Management, LLC | $2 962 955 | 97 306 | 0,18% | Acciones |
| AlphaQuest LLC | $2 664 056 | 101 026 | 0,16% | Acciones |
| PRUDENTIAL FINANCIAL INC | $2 633 834 | 86 497 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 569 493 | 84 384 | 0,16% | Acciones |
| Quantinno Capital Management LP | $2 493 380 | 81 884 | 0,15% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2 459 781 | 80 781 | 0,15% | Acciones |
| CM Management, LLC | $2 436 000 | 80 000 | 0,15% | Acciones |
| XTX Topco Ltd | $2 259 755 | 74 212 | 0,14% | Acciones |
| VANGUARD GROUP INC | $2 175 235 | 82 489 | 0,13% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $2 168 801 | 71 225 | 0,13% | Acciones |
| FIFTH THIRD BANCORP | $2 147 101 | 70 512 | 0,13% | Acciones |
| PMC FIG Opportunities LLC | $2 074 589 | 68 131 | 0,13% | Acciones |
| Rafferty Asset Management, LLC | $2 049 681 | 67 313 | 0,13% | Acciones |
| Corient Private Wealth LP | $1 935 675 | 63 569 | 0,12% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 830 380 | 60 111 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $1 786 806 | 58 680 | 0,11% | Acciones |
| BlackRock, Inc. | $1 771 033 | 58 162 | 0,11% | Acciones |
| FIRST TRUST ADVISORS LP | $1 744 989 | 57 307 | 0,11% | Acciones |
| Aquatic Capital Management LLC | $1 733 640 | 56 934 | 0,11% | Acciones |
| CITADEL ADVISORS LLC | $1 602 157 | 52 616 | 0,10% | Acciones |
| Pathstone Holdings, LLC | $1 540 252 | 50 583 | 0,09% | Acciones |
| Clarendon Private LLC | $1 528 133 | 50 185 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $1 510 625 | 49 610 | 0,09% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $1 505 234 | 49 433 | 0,09% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 411 358 | 46 350 | 0,09% | Acciones |
| Illinois Municipal Retirement Fund | $1 328 960 | 43 644 | 0,08% | Acciones |
| Qube Research & Technologies Ltd | $1 316 475 | 43 234 | 0,08% | Acciones |
| Cerity Partners LLC | $1 309 655 | 43 010 | 0,08% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 299 667 | 42 682 | 0,08% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1 229 967 | 40 393 | 0,08% | Acciones |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $1 228 262 | 40 337 | 0,08% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $1 211 880 | 39 799 | 0,07% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 208 591 | 39 691 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 195 132 | 39 249 | 0,07% | Acciones |
| Schonfeld Strategic Advisors LLC | $1 137 216 | 37 347 | 0,07% | Acciones |
| BARCLAYS PLC | $1 121 779 | 36 840 | 0,07% | Acciones |
| Private Advisor Group, LLC | $1 120 992 | 36 814 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $1 117 515 | 36 700 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 088 097 | 36 282 | 0,07% | Acciones |
| Amundi | $1 080 823 | 35 495 | 0,07% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 077 625 | 35 390 | 0,07% | Acciones |
| NewEdge Advisors, LLC | $1 037 661 | 34 078 | 0,06% | Acciones |
| Invesco Ltd. | $1 034 295 | 33 967 | 0,06% | Acciones |
| Cetera Investment Advisers | $998 040 | 32 776 | 0,06% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $942 139 | 30 809 | 0,06% | Acciones |
| INCEPTIONR LLC | $937 099 | 30 775 | 0,06% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $913 135 | 29 988 | 0,06% | Acciones |
| STIFEL FINANCIAL CORP | $913 097 | 29 991 | 0,06% | Acciones |
| PARSONS CAPITAL MANAGEMENT INC/RI | $909 237 | 29 860 | 0,06% | Acciones |
| Congress Wealth Management LLC / DE / | $871 316 | 34 797 | 0,05% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $808 905 | 26 565 | 0,05% | Acciones |
| Jain Global LLC | $798 460 | 26 222 | 0,05% | Acciones |
| UBS Group AG | $783 996 | 25 747 | 0,05% | Acciones |
Informantes de la empresa 74 insiders · 25 directivos · 47 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Paul A Perrault | President and CEO | 16 de junio de 2026 A | 258 649 | 0 | 0 | $0 |
| DALY MICHAEL P | President and CEO | 20 de junio de 2018 G | 105 483 | 0 | 0 | $0 |
| Carl M Carlson | CFO & Chief Strategy Officer | 16 de junio de 2026 A | 86 024 | 0 | 0 | $0 |
| James M Moses | SVP and CFO | 30 de enero de 2018 A | 2 656 | 0 | 0 | $0 |
| Josephine Iannelli | EVP and CFO | 1 de abril de 2016 F | 3 973 | 0 | 0 | $0 |
| Kevin P Riley | EVP, CFO and Treasuer | 1 de marzo de 2013 F | 9 078 | 0 | 0 | $0 |
| Wayne F Patenaude | SVP, CFO and Treasurer | 24 de febrero de 2006 F | 6 415 | 0 | 0 | $0 |
| Gary R. Levante | Chief Marketing Officer | 16 de junio de 2026 A | 10 822 | 0 | 0 | $0 |
| Sean Gray | Chief Operations Officer | 16 de junio de 2026 A | 134 075 | 0 | 0 | $0 |
| Michael W. Mccurdy | Chief Banking Officer | 16 de junio de 2026 A | 35 889 | 0 | 0 | $0 |
| Mark J. Meiklejohn | Chief Credit Officer | 16 de junio de 2026 A | 57 602 | 0 | 0 | $0 |
| Michael D. Carroll | Executive Vice President | 12 de junio de 2018 S | 7 432 | 0 | 0 | $0 |
| Allison O'Rourke | Executive Vice President | 1 de abril de 2018 F | 3 209 | 0 | 0 | $0 |
| Tami A. Gunsch | Executive Vice President | 1 de abril de 2018 F | 12 958 | 0 | 0 | $0 |
| George F. Bacigalupo | Executive Vice President | 22 de marzo de 2018 F | 20 098 | 0 | 0 | $0 |
| Richard M Marotta | SEVP | 22 de marzo de 2018 F | 36 005 | 0 | 0 | $0 |
| Allan J Costello | EVP- Home Lending | 30 de enero de 2018 F | 9 518 | 0 | 0 | $0 |
| Gregory D Lindenmuth | EVP and Chief Risk Officer | 30 de enero de 2018 A | 996 | 0 | 0 | $0 |
| Linda Johnston | EVP and Chief HR Officer | 23 de febrero de 2015 F | 20 143 | 0 | 0 | $0 |
| SULLIVAN PATRICK J | EVP | 30 de enero de 2013 A | 3 628 | 0 | 0 | $0 |
| Michael J Oleksak | VP of Commercial Banking | 4 de marzo de 2011 D | 0 | 0 | 0 | $0 |
| Thomas W Barney | SVP - Asset Management/Trust | 14 de septiembre de 2009 I | 4 447 | 0 | 0 | $0 |
| John S Millet | SVP and Controller | 30 de enero de 2009 A | 1 063 | 0 | 0 | $0 |
| John J Howard | Executive Vice President | 2 de octubre de 2007 F | 1 138 | 0 | 0 | $0 |
| Gayle P Fawcett | SVP of Subsidiary Bank | 1 de marzo de 2006 S | 7 193 | 0 | 0 | $0 |
| Mary Anne Callahan | Consejero | 16 de junio de 2026 A | 2 509 | 0 | 0 | $0 |
| Eric S Rosengren | Consejero | 16 de junio de 2026 A | 7 431 | 0 | 0 | $0 |
| Karyn Polito | Consejero | 16 de junio de 2026 A | 7 958 | 0 | 0 | $0 |
| Mihir A. Desai | Consejero | 16 de junio de 2026 A | 9 344 | 0 | 0 | $0 |
| Nina A Charnley | Consejero | 16 de junio de 2026 A | 10 939 | 0 | 0 | $0 |
| Sylvia Maxfield | Consejero | 16 de junio de 2026 A | 13 993 | 0 | 0 | $0 |
| William H Hughes III | Consejero | 16 de junio de 2026 A | 16 848 | 0 | 0 | $0 |
| Joanne B. Chang | Consejero | 16 de junio de 2026 A | 12 952 | 0 | 0 | $0 |
| David Brunelle | Consejero | 16 de junio de 2026 A | 21 899 | 0 | 0 | $0 |
| Margaret Boles Fitzgerald | Consejero | 16 de junio de 2026 A | 18 580 | 0 | 0 | $0 |
| John M. Pereira | Consejero | 16 de junio de 2026 A | 21 940 | 0 | 0 | $0 |
| Thomas J Hollister | Consejero | 16 de junio de 2026 A | 25 426 | 1 | 0 | $103 572 |
| Willard I Hill JR | Consejero | 16 de junio de 2026 A | 14 835 | 0 | 1 | $-25 960 |
| Bogdan Nowak | Consejero | 16 de junio de 2026 A | 114 539 | 0 | 0 | $0 |
| Merrill W Sherman | Consejero | 16 de junio de 2026 A | 25 930 | 0 | 0 | $0 |
| Zaitzeff Michael | Consejero | 21 de febrero de 2024 S | 0 | 0 | 0 | $0 |
| Paul T Bossidy | Consejero | 27 de abril de 2018 P | 9 379 | 0 | 0 | $0 |
| Richard L. Murphy | Consejero | 13 de febrero de 2018 P | 11 884 | 0 | 0 | $0 |
| Patrick J Sheehan | Consejero | 8 de febrero de 2018 P | 91 412 | 0 | 0 | $0 |
| Pamela Massad | Consejero | 30 de enero de 2018 A | 930 | 0 | 0 | $0 |
| Laurie Norton Moffatt | Consejero | 30 de enero de 2018 A | 930 | 0 | 0 | $0 |
| Robert M. Curley | Consejero | 30 de enero de 2018 A | 930 | 0 | 0 | $0 |
| James Williar Dunlaevy | Consejero | 30 de enero de 2018 A | 930 | 0 | 0 | $0 |
| Cornelius D Mahoney | Consejero | 30 de enero de 2018 A | 930 | 0 | 0 | $0 |
| Jeffrey D Templeton | Consejero | 30 de enero de 2018 A | 930 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 9 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 |
|---|---|---|---|---|---|
| Pamela A. Massad, as personal representative of the Estate of David G. Massad, Sr. and individually ×3 presentaciones | 26 de marzo de 2020 | — | Presentación inicial | M&A / venta | SEC |
| David G. Massad, Sr. | 28 de marzo de 2019 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 23 de octubre de 2017 | — | Presentación inicial | — | SEC |
| David G. Massad, Sr. (2) | 23 de octubre de 2017 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 3 de octubre de 2017 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 31 de mayo de 2017 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 13 de febrero de 2017 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 12 de diciembre de 2016 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 26 de octubre de 2004 | — | 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 64 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 |
|---|---|---|---|---|
| XSVM · Invesco Exchange-Traded Fund Trust | 0,75% | 157 555 SH | 8 de agosto de 2026 | Diario |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,57% | 4 918 SH | 8 de agosto de 2026 | Diario |
| DPST · Direxion Shares ETF Trust | 0,51% | 88 668 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,40% | 3 648 NS | 30 de abril de 2026 | N-PORT |
| IJS · iShares Trust | 0,27% | 717 943 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,27% | 177 852 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,24% | 218 303 SH | 8 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,19% | 87 320 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,16% | 157 484 NS | 31 de mayo de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,16% | 13 117 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,14% | 5 025 617 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,14% | 38 933 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,14% | 293 112 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,14% | 637 935 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,13% | 59 111 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,13% | 338 488 NS | 30 de abril de 2026 | N-PORT |
| XJR · iShares Trust | 0,13% | 7 628 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 112 990 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 31 419 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,11% | 546 413 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,11% | 1 004 NS | 31 de mayo de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,09% | 348 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 2 128 465 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 490 554 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 6 891 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,07% | 214 969 NS | 31 de mayo de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 45 703 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,06% | 598 029 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 3 922 NS | 31 de mayo de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,05% | 23 077 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 264 227 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 17 706 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 401 547 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 1 220 892 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,04% | 3 069 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 961 432 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 923 490 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,03% | 18 463 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,03% | 136 595 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 23 153 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 3 106 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 5 036 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 3 295 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 15 092 NS | 30 de abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,01% | 67 187 SH | 8 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 204 536 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 3 201 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 78 NS | 31 de mayo de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 328 708 SH | 8 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 9 691 NS | 30 de abril de 2026 | N-PORT |