BFH Bread Financial Holdings, Inc. Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 28, 2026BFH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 8 de noviembre de 2021 | 1253-for-1000 | Adelante |
Acerca de Bread Financial Holdings, Inc. Common Stock Descripción general de la empresa de Wikipedia
Bread Financial Holdings, Inc. is an American publicly traded provider of private label credit cards, coalition loyalty programs, and direct marketing, derived from the capture and analysis of transaction-rich data.
A significant portion of Bread Financial's revenue is generated through late fees charged to the subprime consumers it primarily serves. In October 2024 the Wall Street Journal reported that Bread Financial would raise its soft interest rate of 29.99% and add additional fees to customer accounts in anticipation of a Consumer Financial Protection Bureau ruling that would reduce its $41.00 late payment fee to $8.00.
History
Alliance Data was formed from the December 1996 merger of two entities: J.C. Penney's credit card processing unit and The Limited's credit card bank operation, named World Financial Network National Bank.
In August 1998, Alliance Data acquired LoyaltyOne, then-branded The Loyalty Group Canada, for $250 million. The deal gave Alliance Data two business enhancements, Canada's Air Miles Rewards Program and the company behind the Air Miles program, LoyaltyOne.
In 2001, Alliance Data went public.
In May 2007, The Blackstone Group, a private equity firm, announced plans to acquire Alliance Data. In April 2008, Alliance Data terminated the merger agreement with Blackstone Affiliates.
Ed Heffernan was promoted to president and CEO of Alliance Data in February 2009, after being with the company since 1998. In 2019 he resigned as CEO of Alliance Data and was replaced by Melisa Miller, who previously ran Alliance Data's Card Services division. This change in leadership effectively moved Alliance Data's Headquarters from Plano, Texas, to Columbus, Ohio. Melisa Miller held the role for about 6 months before being replaced by former CITI executive Ralph Andretta.
In 2019, Alliance Data opened its first international office in Bangalore, India.
In November 2021, Alliance Data completed the separation of its LoyaltyOne segment, consisting of the Canadian AIR MILES Reward Program and Netherlands-based BrandLoyalty businesses, into an independent, publicly traded company, Loyalty Ventures Inc. In March 2022, Alliance Data rebranded as Bread Financial.
Former businesses
Alliance Data Card Services
Card Services is a provider of integrated credit and marketing services including private label, co-branded and commercial credit card programs. Alliance Data Card Services manages over 135 card programs for retail brands such as Victoria's Secret, J.Crew, Eddie Bauer, Buckle, HSN, Pottery Barn, Pier 1 Imports, Lexus, Toyota, Williams Sonoma and Wayfair among many others.
Alliance Data Card Services maintains two banks to manage the funding and receivables for its clients' credit programs. In September 2012, the banks rebranded their names from WFNNB (World Financial Network [National] Bank) and WFCB (World Financial Capital Bank) to both operate under the Comenity name, as Comenity Bank and Comenity Capital Bank, respectively.
LoyaltyOne
LoyaltyOne, located in Canada, provides loyalty marketing programs for North American brands in the retail, financial services, grocery, petroleum, travel, and hospitality industries.
Five businesses make up the LoyaltyOne: Air Miles national reward program, in which approximately two-thirds of Canadian households participate; Colloquy; LoyaltyOne Consulting; Precima; and Squareknot.
Epsilon (aka Epsilon Data Management)
Epsilon provides a broad range of loyalty marketing services spanning database marketing, direct mail, email marketing, web development, loyalty programs, analytics, data services, strategic consulting, and creative services, among others. It sends billions of permission-based emails every year. Acquired by Epsilon in 2011, Aspen Marketing Services is a marketing services agency headquartered in Chicago, Illinois. In 2012, Epsilon reached an agreement to acquire the Hyper Marketing ("HMI") group of companies, the largest privately held digital marketing services agencies in the United States, for about $460 million.
In late February 2013, Facebook announced partnerships with four companies, including Epsilon, to help reshape its targeted advertising strategy.
The company relocated its headquarters to the former Nokia regional headquarters space in Las Colinas, Texas, near Dallas.
In April 2019, Publicis Groupe announced it would be acquiring Epsilon for $4.4 billion. This was the second biggest deal in the history of advertising, behind only Dentsu's $5 billion acquisition of Aegis Group in 2012.
On January 27, 2021, the U.S. Department of Justice entered a Deferred Prosecution Agreement with Epsilon Data Management, which set up a $127.5 million fund to compensate victims.
Controversy
In 2010, Epsilon failed to heed warnings to secure data. In March 2011 it was discovered that email addresses from customers of at least 50 client companies were stolen. A phishing tactic that uses personalized emails to trick people into disclosing personal information, including passwords and financial details, it was reported that the breach was related to Epsilon itself being phished. The company quickly notified the public about the breach. In June 2011, company executives were called before Congress to answer questions about the security breach. Interviewed for a 60 Minutes segment titled "The Data Brokers: Selling your personal information", then-CEO and chairman Bryan Kennedy called the hearings "political theater" and stated that "consumers ought to understand that the Internet is an advertising medium."
Products and Technology
In October 2020, Alliance Data launched Enhanced Digital Suite.
In October 2020, Alliance Data selected Fiserv for Credit Processing Services.
In 2021, Alliance Data invested $100M in digital technologies.
In April 2022, Bread Financial partnered with American Express and launched the Bread Cashback American Express Credit Card.
Company acquisitions and divestitures
1998: LoyaltyOne was acquired by Alliance Data.
2002: Colloquy/Frequency Marketing was acquired by Alliance Data.
2004: Epsilon was acquired by Alliance Data.
2005: Bigfoot Interactive was acquired by Alliance Data.
2006: Abacus was acquired by Alliance Data's Epsilon from DoubleClick.
2008: Heartland Payment Systems acquired Alliance Data's Network Services business.
2008: Vertex acquired Alliance Data's Utility Services business.
2011: Aspen Marketing Services was acquired by Alliance Data (to be a part of Epsilon).
2012: Alliance Data acquired the $475 million private label credit card portfolio of The Bon-Ton Stores, Inc.
2012: Epsilon acquires Hyper Marketing and agencies Ryan Partnership & Catapult.
2014: AD acquired Conversant Formerly known as ValueClick; Conversant specialized in the affiliate marketing business, which revolved around video and mobile channels.
2014: Alliance Data acquires BrandLoyalty.
2014: Epsilon acquires Conversant, formerly ValueClick.
2019: Alliance Data sells off Epsilon to Publicis for $4.4B.
2019: Alliance Data acquired Lon Operations Inc., a digital payments company operating under the trademark Bread.
2020: Alliance Data closes Bread deal in December.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | BFH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 8.4promedio 5A ≈6.6 | ≈6.6 | 13.5 | Infravalorado | |
| P/S | 0.9promedio 5A ≈0.6 | ≈0.6 | 2.2 | Infravalorado | |
| P/C (MRQ) | 1.1promedio 5A ≈0.8 | ≈0.8 | 4.1 | Infravalorado | |
| Price / Cash Flow (Precio / Flujo de Caja) | 1.9promedio 5A ≈1.3 | ≈1.3 | 5.9 | Infravalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 1.6promedio 5A ≈1.1 | ≈1.1 | · | · | |
| PEG Ratio (Ratio PEG) | ≈0.4 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | BFH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 2.0%promedio 5A ≈2.7% | ≈2.7% | 7.6% | Débil | |
| Pretax Margin (Margen antes de impuestos) | 15.2%promedio 5A ≈17.4% | ≈17.4% | 28.7% | Débil | |
| Net Profit Margin (Margen de Beneficio Neto) | 12.8%promedio 5A ≈13.3% | ≈13.3% | 18.6% | Por debajo del promedio | |
| ROA | 2.3%promedio 5A ≈2.2% | ≈2.2% | 3.7% | Débil | |
| ROE | 16.0%promedio 5A ≈19.3% | ≈19.3% | 24.3% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | BFH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EPS YoY (EPS interanual) | 98.4%promedio 5A ≈89.0% | ≈89.0% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 87.0%promedio 5A ≈89.9% | ≈89.9% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 34.7%promedio 5A ≈17.4% | ≈17.4% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 19.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 32.4%promedio 5A ≈17.4% | ≈17.4% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 19.3% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | BFH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2promedio 5A ≈0.2 | ≈0.2 | 0.3 | Débil |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 31, 2026 | $0,23 | USD | ≈0.88% |
| May 29, 2026 | $0,23 | USD | ≈1.0% |
| Feb 27, 2026 | $0,23 | USD | ≈1.2% |
| Nov 7, 2025 | $0,23 | USD | ≈1.4% |
| Ago 8, 2025 | $0,21 | USD | ≈1.4% |
| May 9, 2025 | $0,21 | USD | ≈1.7% |
| Feb 14, 2025 | $0,21 | USD | ≈1.3% |
| Nov 8, 2024 | $0,21 | USD | ≈1.4% |
| Ago 9, 2024 | $0,21 | USD | ≈1.6% |
| May 9, 2024 | $0,21 | USD | ≈2.1% |
| Feb 8, 2024 | $0,21 | USD | ≈2.4% |
| Nov 10, 2023 | $0,21 | USD | ≈3.0% |
| Ago 10, 2023 | $0,21 | USD | ≈2.1% |
| May 11, 2023 | $0,21 | USD | ≈3.2% |
| Feb 9, 2023 | $0,21 | USD | ≈2.1% |
| Nov 10, 2022 | $0,21 | USD | ≈2.1% |
| Ago 11, 2022 | $0,21 | USD | ≈1.9% |
| May 12, 2022 | $0,21 | USD | ≈1.7% |
| Feb 10, 2022 | $0,21 | USD | ≈1.0% |
| Nov 10, 2021 | $0,21 | USD | ≈0.91% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 22, 2026 | $3.55 | $2.74 | 29.4% |
| 31 de marzo de 2026 | $4.17 | $3.12 | 33.5% | |
| 31 de diciembre de 2025 | $1.16 | $0.36 | 218.0% | |
| 30 de septiembre de 2025 | $3.96 | $2.10 | 88.7% | |
| 30 de junio de 2025 | $2.93 | $1.89 | 55.1% | |
| 31 de marzo de 2025 | $2.78 | $2.27 | 22.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | $4.52B | $5.58B | $5.67B | $5.47B | $7.14B | $6.44B | $5.30B | |
| Cost of Revenue | · | · | · | · | · | $2.08B | $2.69B | $2.54B | $2.47B | $4.28B | $3.81B | $3.22B | |
| SG&A Expense | · | · | · | · | · | $106M | $151M | $162M | $159M | $143M | $138M | $142M | |
| Operating Expenses | · | · | · | · | · | $3.63B | $4.27B | $3.91B | $3.96B | $5.87B | $5.18B | $4.20B | |
| Operating Income | · | · | · | · | · | $301M | $662M | $1.76B | $1.52B | $1.27B | $1.26B | $1.10B | |
| Interest Expense | · | · | $879M | $503M | $383M | $499M | $638M | $542M | $455M | $428M | $330M | $260M | |
| Interest Income | $4.91B | $5.02B | $5.14B | $4.68B | $3.87B | $3.95B | $4.83B | $12M | · | · | · | · | |
| Pretax Income | $615M | $381M | $968M | $300M | $1.04B | $301M | $662M | $1.22B | $1.06B | $837M | $932M | $838M | |
| Income Tax | $94M | $102M | $231M | $76M | $247M | $93M | $156M | $270M | $293M | $319M | $326M | $322M | |
| Net Income | $518M | $277M | $718M | $223M | $801M | $214M | $278M | $963M | $789M | $518M | $605M | $516M | |
| EPS (Basic) | $11.07 | $5.58 | $14.39 | $4.47 | $16.09 | $4.47 | $5.38 | $17.56 | $14.17 | $7.37 | $8.91 | $8.72 | |
| EPS (Diluted) | $10.89 | $5.49 | $14.34 | $4.46 | $16.02 | $4.46 | $5.46 | $17.49 | $14.10 | $7.34 | $8.85 | $7.87 | |
| Shares (Basic) | 46,800,000 | 49,600,000 | 49,800,000 | 49,900,000 | 49,700,000 | 47,800,000 | 50,000,000 | 54,900,000 | 55,700,000 | 58,600,000 | 61,900,000 | 56,400,000 | |
| Shares (Diluted) | 47,600,000 | 50,400,000 | 50,000,000 | 50,000,000 | 50,000,000 | 47,900,000 | 50,900,000 | 55,100,000 | 55,900,000 | 58,900,000 | 62,300,000 | 62,400,000 | |
| EBITDA | $80M | $90M | $116M | $113M | $123M | $1.07B | $1.56B | $2.38B | $2.14B | $1.78B | $1.75B | $1.41B |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.60B | $3.68B | $3.59B | $3.89B | $3.05B | $2.80B | $3.87B | $3.82B | $4.19B | $1.86B | $1.17B | $1.08B | |
| Short-term Investments | $26M | $272M | $250M | $130M | $80M | $29M | · | · | · | · | · | · | |
| Receivables | · | · | · | · | · | $384M | $451M | $404M | $822M | $797M | $706M | $743M | |
| Inventory | · | · | · | · | · | $164M | $218M | $248M | $234M | $271M | $228M | $220M | |
| Other Current Assets | · | · | · | · | · | $535M | $268M | $293M | $349M | $324M | $250M | $456M | |
| Current Assets | · | · | · | · | · | $19.63B | $24.11B | $24.71B | $24.71B | $19.59B | $16.25B | $13.81B | |
| PP&E (Net) | $117M | $142M | $167M | $195M | $215M | $213M | $282M | $288M | $614M | $586M | $577M | $560M | |
| PP&E (Gross) | · | · | · | $482M | $471M | $484M | $664M | $649M | $1.48B | $1.30B | $1.16B | $1.02B | |
| Accum. Depreciation | · | · | $343M | $287M | $256M | $271M | $381M | $361M | $864M | $718M | $582M | $457M | |
| Goodwill | $634M | $634M | $634M | $634M | $634M | $634M | $955M | $955M | $993M | $3.80B | $3.81B | $3.87B | |
| Intangibles | $82M | $112M | $128M | $165M | $53M | $77M | $153M | $217M | $801M | $1.00B | $1.20B | $1.52B | |
| Other Non-current Assets | · | · | · | · | · | $558M | $682M | $636M | $656M | $515M | $504M | $508M | |
| Total Assets | $22.66B | $22.89B | $23.14B | $25.41B | $21.75B | $22.55B | $26.49B | $30.39B | $30.68B | $25.51B | $22.35B | $20.19B | |
| Accounts Payable | · | · | · | · | · | $328M | $301M | $486M | $651M | $568M | $442M | $456M | |
| Accrued Liabilities | · | · | · | · | · | $445M | $328M | $322M | $443M | $347M | $566M | $457M | |
| Current Liabilities | · | · | · | · | · | $10.42B | $11.87B | $11.48B | $10.15B | $9.23B | $6.40B | $6.31B | |
| Capital Leases | · | · | · | · | · | $276M | $292M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | $80M | $256M | $211M | $335M | $632M | $690M | |
| Other Non-current Liabilities | · | · | · | · | · | $420M | $338M | $392M | $371M | $326M | $285M | $208M | |
| Total Liabilities | $19.34B | $19.84B | $20.22B | $23.14B | $19.66B | $21.02B | $24.91B | $28.06B | $28.83B | $23.86B | $20.17B | $17.63B | |
| Long-term Debt | $4.31B | $5.56B | $5.29B | $8.01B | $7.44B | $2.81B | $2.85B | $5.74B | $6.08B | $5.60B | $5.06B | $4.77B | |
| Common Stock | $0 | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | · | · | $2.17B | $2.19B | $2.17B | · | · | · | · | · | · | · | |
| Retained Earnings | $1.48B | $999M | $767M | $93M | $-87M | $4.83B | $5.16B | $5.01B | $4.17B | $3.49B | $3.09B | $2.54B | |
| Treasury Stock | · | · | · | · | · | $6.73B | $6.73B | $5.72B | $5.27B | $4.73B | $3.93B | $2.98B | |
| AOCI | $-16M | $-22M | $-19M | $-21M | $-2M | $-5M | $-100M | $-138M | $-140M | $-151M | $-137M | $-75M | |
| Stockholders' Equity | $3.33B | $3.05B | $2.92B | $2.27B | $2.09B | $1.52B | $1.59B | $2.33B | $1.86B | $1.66B | $2.01B | $2.40B | |
| Liabilities + Equity | $22.66B | $22.89B | $23.14B | $25.41B | $21.75B | $22.55B | $26.49B | $30.39B | $30.68B | $25.51B | $22.35B | $20.26B | |
| Shares Outstanding | 44,100,000 | 49,100,000 | 49,300,000 | 49,900,000 | 49,800,000 | 117,100,000 | 115,000,000 | · | · | · | · | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $80M | $90M | $116M | $113M | $123M | $184M | $249M | $487M | $498M | $512M | $492M | $313M | |
| Stock-based Comp | $56M | $54M | $44M | $33M | $29M | $21M | $55M | $81M | $75M | $76M | $91M | $72M | |
| Deferred Tax | $90M | $-85M | $-68M | $-245M | $-20M | $-171M | $-186M | $16M | $-114M | $-31M | $-121M | $-13M | |
| Amort. of Intangibles | $30M | $35M | $37M | $26M | $29M | $34M | $48M | $113M | $114M | $310M | $311M | $198M | |
| Restructuring | · | · | · | · | · | $-8M | $118M | · | · | · | · | · | |
| Other Non-cash | $1.35B | $1.52B | $1.18B | $1.72B | $605M | $1.69B | $822M | $1.21B | $1.36B | $1.01B | $638M | $456M | |
| Operating Cash Flow | $2.09B | $1.86B | $1.99B | $1.85B | $1.54B | $1.88B | $1.22B | $2.75B | $2.60B | $2.13B | $1.76B | $1.34B | |
| CapEx | · | · | · | $68M | $84M | $54M | $142M | $200M | $225M | $207M | $192M | $159M | |
| Investing Cash Flow | $-1.37B | $-1.17B | $788M | $-5.11B | $-1.69B | $1.77B | $2.86B | $-1.87B | $-4.27B | $-4.29B | $-3.36B | · | |
| Debt Issued | · | · | · | · | · | · | · | $4.58B | $7.70B | $3.82B | $3.09B | $3.43B | |
| Net Debt Issued | · | · | · | · | · | · | · | $-318M | $355M | $601M | $859M | $1.60B | |
| Stock Issued | · | · | · | · | $4M | $3M | $12M | $18M | $18M | $18M | $18M | $17M | |
| Stock Repurchased | $313M | $55M | $35M | $12M | $0 | · | $976M | $443M | $554M | $799M | $952M | $287M | |
| Net Stock Activity | $-313M | $-55M | $-35M | · | $4M | $3M | $-964M | $-426M | $-535M | $-780M | $-934M | $-270M | |
| Dividends Paid | $40M | $43M | $42M | $43M | $42M | $61M | $127M | $125M | $116M | $30M | · | · | |
| Financing Cash Flow | $-807M | $-592M | $-3.09B | $3.27B | $608M | $-4.17B | $-4.09B | $-1.22B | $4.00B | $2.64B | $1.72B | · | |
| Net Change in Cash | $-86M | $98M | $-311M | $4M | $460M | $-495M | $-10M | $-347M | $2.35B | $487M | $91M | $107M | |
| Taxes Paid | $53M | $227M | $292M | $338M | $325M | $268M | $1.07B | $234M | $344M | $467M | $304M | $256M | |
| Free Cash Flow | · | · | · | $1.78B | $1.46B | $1.83B | $1.08B | $2.56B | $2.38B | $1.88B | $1.51B | $1.19B | |
| Levered FCF | · | · | · | $1.40B | $1.17B | $1.46B | $634M | $2.03B | $1.97B | $1.62B | $1.30B | $1.02B |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | · | 19.7% | 23.4% | 24.3% | 21.3% | 17.7% | 19.6% | 20.7% | |
| Net Margin | 12.8% | 6.8% | 16.8% | 5.8% | 24.5% | 4.7% | 5.0% | 12.4% | 10.2% | 7.2% | 9.4% | 9.7% | |
| Pretax Margin | 15.2% | 9.4% | 22.7% | 7.8% | 31.9% | 8.7% | 13.2% | 15.7% | 14.0% | 11.7% | 14.5% | 15.8% | |
| EBITDA Margin | 2.0% | 2.2% | 2.7% | 2.9% | 3.8% | 23.7% | 27.9% | 30.6% | 27.8% | 24.9% | 27.2% | 26.6% | |
| ROA | 2.3% | 1.2% | 3.0% | 0.95% | 3.6% | 0.87% | 0.98% | 6.0% | 2.8% | 2.2% | 2.8% | 3.1% | |
| ROE | 16.0% | 9.0% | 24.8% | 9.6% | 37.0% | 15.0% | 18.0% | 41.7% | 44.9% | 28.2% | 27.5% | 31.7% | |
| ROIC | · | · | · | · | · | 43.7% | 63.8% | 63.9% | 64.7% | 47.2% | 40.8% | 28.2% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | 1.9 | 2.0 | 2.2 | 2.4 | 2.1 | 2.5 | 2.2 | |
| Quick Ratio | · | · | · | · | · | 0.3 | 0.4 | 0.4 | 0.5 | 0.3 | 0.3 | 0.3 | |
| Interest Coverage | · | · | · | · | · | 1.8 | 2.3 | 2.8 | 2.9 | 3.0 | 3.8 | 4.2 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.2 | 0.2 | 0.5 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Inventory Turnover | · | · | · | · | · | 10.9 | 11.5 | 17.4 | 16.9 | 17.1 | 17.0 | 27.4 | |
| Receivables Turnover | · | · | · | · | · | 10.8 | 13.1 | 8.8 | 9.5 | 9.5 | 8.9 | 9.3 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $75.44 | $62.14 | $59.19 | $45.39 | · | · | · | · | · | · | · | · | |
| Revenue / Share | $85.25 | $80.63 | $85.32 | $76.52 | $65.44 | $94.39 | $109.65 | $141.40 | $138.09 | $121.19 | $103.37 | $84.92 | |
| Cash Flow / Share | $43.95 | $36.88 | $39.74 | $36.96 | $30.86 | $39.30 | $23.92 | $50.00 | $46.68 | $35.46 | $27.38 | $21.53 | |
| Cash / Share | $81.72 | $74.93 | $72.82 | $77.98 | · | · | · | · | · | · | · | · | |
| Dividend / Share | $0.86 | $0.84 | $0.84 | $0.84 | $0.84 | $1.26 | $2.52 | $0.57 | $0.52 | $0.52 | · | · | |
| EPS (TTM) | $10.89 | $5.49 | $14.34 | $4.46 | $16.02 | $4.46 | $5.46 | $17.49 | $14.10 | $7.34 | $8.85 | $7.87 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS YoY | 98.4% | -61.7% | 221.5% | -72.2% | 259.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 34.7% | -30.0% | 47.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 87.0% | -61.4% | 222.0% | -72.2% | 274.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 32.4% | -29.8% | 49.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -8.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.31B | $4.31B | $4.31B | $4.31B | $4.31B | $4.52B | $5.58B | $5.67B | $5.47B | $7.14B | $6.44B | $5.30B | |
| Net Income TTM | $518M | $277M | $718M | $223M | $801M | $214M | $278M | $963M | $789M | $518M | $605M | $516M | |
| Market Cap | $3.26B | $3.00B | $1.62B | $1.88B | · | · | · | · | · | · | · | · | |
| P/E | 6.8 | 11.1 | 2.3 | 8.4 | 4.2 | 13.3 | 16.4 | 6.8 | 14.3 | 24.8 | 24.9 | 29.0 | |
| P/S | 0.8 | 0.7 | 0.4 | 0.4 | · | · | · | · | · | · | · | · | |
| P/B | 1.0 | 1.0 | 0.6 | 0.8 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.3 | 1.3 | 0.8 | 1.3 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 1.6 | 1.6 | 0.8 | 1.0 | · | · | · | · | · | · | · | · | |
| P / FCF | · | · | · | 1.1 | · | · | · | · | · | · | · | · | |
| Dividend Yield | 1.2% | 1.4% | 2.6% | 2.3% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 14.7% | 9.0% | 43.5% | 11.8% | 24.1% | 7.5% | 6.1% | 14.6% | 7.0% | 4.0% | 4.0% | 3.5% | |
| Payout Ratio | 7.7% | 15.5% | 5.9% | 19.3% | 5.2% | 28.4% | 45.8% | 13.0% | 14.6% | 5.8% | · | · | |
| Annual Payout | $40M | $43M | $42M | $43M | $42M | $61M | $127M | $125M | $116M | $30M | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $248M | · | $219M | $205M | $218M | · | $133M | |
| Interest Income | $1.23B | $1.26B | $1.25B | $1.24B | $1.19B | $1.23B | $1.22B | $1.28B | $1.23B | $1.30B | $1.31B | $1.30B | $1.20B | $1.33B | $1.32B | $1.22B | |
| Pretax Income | $197M | $243M | $48M | $196M | $174M | $197M | $-27M | $40M | $180M | $188M | $19M | $225M | $86M | $638M | $-207M | $189M | |
| Income Tax | $51M | $62M | $-4M | $8M | $35M | $55M | $-35M | $37M | $47M | $53M | $-26M | $52M | $22M | $183M | $-74M | $55M | |
| Net Income | $146M | $181M | $53M | $188M | $139M | $138M | $8M | $2M | $133M | $134M | $44M | $171M | $48M | $455M | $-133M | $134M | |
| EPS (Basic) | $3.62 | $4.19 | $1.25 | $4.04 | $2.97 | $2.81 | $0.13 | $0.05 | $2.69 | $2.71 | $0.90 | $3.44 | $0.95 | $9.10 | $-2.69 | $2.69 | |
| EPS (Diluted) | $3.55 | $4.15 | $1.21 | $3.96 | $2.94 | $2.78 | $0.08 | $0.05 | $2.66 | $2.70 | $0.89 | $3.42 | $0.95 | $9.08 | $-2.68 | $2.69 | |
| Shares (Basic) | 39,900,000 | 42,800,000 | · | 46,500,000 | 46,700,000 | 49,000,000 | · | 49,700,000 | 49,600,000 | 49,500,000 | · | 49,900,000 | 50,100,000 | 50,000,000 | · | 49,800,000 | |
| Shares (Diluted) | 40,700,000 | 43,200,000 | · | 47,500,000 | 47,200,000 | 49,600,000 | · | 51,000,000 | 50,200,000 | 49,700,000 | · | 50,100,000 | 50,300,000 | 50,100,000 | · | 49,900,000 | |
| EBITDA | · | $19M | · | · | · | $21M | · | · | · | $23M | · | · | · | $34M | · | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.68B | $3.64B | $3.60B | $3.76B | $3.80B | $4.21B | $3.68B | $3.45B | $4.05B | $3.79B | $3.59B | $3.38B | $3.33B | $3.61B | $3.89B | $3.58B | |
| Short-term Investments | · | · | $26M | · | · | · | $272M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $104M | $112M | $117M | $122M | $127M | $133M | $142M | $148M | $157M | $166M | · | $160M | $162M | $180M | · | $204M | |
| Goodwill | · | · | $634M | · | · | · | $634M | · | · | · | $634M | · | · | · | $634M | · | |
| Intangibles | · | · | $82M | · | · | · | $112M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $22.45B | $22.31B | $22.66B | $21.71B | $21.82B | $22.38B | $22.89B | $21.74B | $22.14B | $22.30B | · | $21.61B | $21.61B | $21.97B | · | $21.96B | |
| Total Liabilities | $19.09B | $18.98B | $19.34B | $18.40B | $18.66B | $19.31B | $19.84B | $18.62B | $18.97B | $19.27B | · | $18.74B | $18.87B | $19.25B | · | $19.56B | |
| Long-term Debt | · | · | $4.31B | $3.79B | $4.23B | $5.12B | $5.56B | $4.58B | · | · | · | $4.22B | $4.70B | · | · | · | |
| Common Stock | $0 | $0 | $0 | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $1.78B | $1.64B | $1.48B | $1.43B | $1.25B | $1.13B | $999M | $1.00B | $1.01B | $890M | · | $735M | $574M | $537M | · | $238M | |
| AOCI | $-17M | $-17M | $-16M | $-16M | $-19M | $-19M | $-22M | $-16M | $-22M | $-22M | · | $-27M | $-20M | $-19M | · | $-21M | |
| Stockholders' Equity | $3.37B | $3.33B | $3.33B | $3.32B | $3.17B | $3.07B | $3.05B | $3.11B | $3.17B | $3.03B | $2.92B | $2.86B | $2.74B | $2.72B | $2.27B | $2.40B | |
| Liabilities + Equity | $22.45B | $22.31B | $22.66B | $21.71B | $21.82B | $22.38B | $22.89B | $21.74B | $22.14B | $22.30B | · | $21.61B | $21.61B | $21.97B | · | $21.96B | |
| Shares Outstanding | 38,700,000 | 41,300,000 | 44,100,000 | 46,000,000 | 46,600,000 | 47,600,000 | 49,100,000 | 49,700,000 | 49,700,000 | 49,600,000 | 49,300,000 | 49,300,000 | 50,100,000 | 50,100,000 | 49,900,000 | · |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $18M | $19M | $19M | $19M | $21M | $21M | $22M | $22M | $23M | $23M | $24M | $23M | $35M | $34M | $33M | $29M | |
| Stock-based Comp | $16M | $15M | $15M | $13M | $15M | $13M | $13M | $13M | $13M | $15M | $12M | $10M | $13M | $9M | $9M | $8M | |
| Deferred Tax | $-4M | $12M | $-5M | $78M | $-6M | $23M | $-21M | $-19M | $11M | $-56M | $-33M | $-5M | $-11M | $-19M | $-108M | $-35M | |
| Other Non-cash | · | $260M | · | · | · | $198M | · | · | · | $331M | · | · | · | $-81M | · | · | |
| Operating Cash Flow | $533M | $487M | $568M | $605M | $526M | $393M | $479M | $456M | $477M | $447M | $617M | $629M | $343M | $398M | $497M | $608M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $10M | |
| Investing Cash Flow | $-672M | $317M | $-1.50B | $-338M | $-221M | $691M | $-1.35B | $-569M | $31M | $720M | $-1.79B | $-281M | $-281M | $3.14B | $-3.62B | $-591M | |
| Stock Repurchased | $243M | $153M | $123M | $40M | $47M | $103M | $44M | $0 | $0 | $11M | $0 | $35M | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-153M | · | · | · | $-103M | · | · | · | $-11M | · | · | · | · | · | · | |
| Dividends Paid | $9M | $10M | $10M | $10M | $10M | $10M | · | $10M | $11M | $11M | · | $11M | $11M | $11M | $12M | $10M | |
| Financing Cash Flow | $-59M | $-475M | $784M | $-306M | $-723M | $-562M | $1.11B | $-488M | $-244M | $-975M | $1.40B | $-304M | $-343M | $-3.83B | $3.44B | $-106M | |
| Net Change in Cash | $-198M | $329M | $-151M | $-39M | $-418M | $522M | $243M | $-601M | $264M | $192M | $221M | $44M | $-281M | $-295M | $319M | $-89M |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 14.1% | 17.0% | · | 18.2% | 14.3% | 13.7% | · | 0.19% | 13.5% | 12.7% | · | 15.8% | 4.8% | 40.7% | · | 13.7% | |
| Pretax Margin | 19.0% | 22.8% | · | 19.0% | 17.9% | 19.6% | · | 3.9% | 18.2% | 17.9% | · | 20.8% | 8.7% | 57.1% | · | 19.3% | |
| EBITDA Margin | · | 1.8% | · | · | · | 2.1% | · | · | · | 2.2% | · | · | · | 3.0% | · | · | |
| ROA | 0.66% | 0.81% | · | 0.87% | 0.63% | 0.62% | · | 0.01% | 0.61% | 0.61% | · | 0.78% | 0.22% | 2.1% | · | 0.61% | |
| ROE | 4.5% | 5.7% | · | 5.9% | 4.4% | 4.5% | · | 0.07% | 4.5% | 4.7% | · | 6.5% | 1.9% | 18.3% | · | 5.8% |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | 0.0 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $86.95 | $80.51 | · | $72.11 | $67.94 | $64.45 | · | $62.62 | $63.78 | $61.13 | · | $58.09 | $54.61 | $54.21 | · | · | |
| Revenue / Share | $25.53 | $24.70 | · | $21.73 | $20.64 | $20.28 | · | $20.33 | $19.66 | $21.17 | · | $21.60 | $19.72 | $22.30 | · | $19.62 | |
| Cash Flow / Share | · | $11.27 | · | · | · | $7.92 | · | · | · | $8.99 | · | · | · | $7.94 | · | · | |
| Cash / Share | $95.17 | $88.06 | · | $81.83 | $81.52 | $88.49 | · | $69.44 | $81.55 | $76.39 | · | $68.56 | $66.37 | $72.08 | · | · | |
| Dividend / Share | $0.23 | $0.23 | $0.23 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | |
| EPS (TTM) | $12.87 | $12.26 | · | $9.76 | $5.85 | $5.57 | · | $6.30 | $9.67 | $7.96 | · | $10.77 | $10.04 | $9.34 | · | $7.48 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.31B | $4.31B | · | $4.31B | $4.31B | $4.31B | · | $4.31B | $4.31B | $4.31B | · | $4.31B | $4.31B | $4.31B | · | $4.31B | |
| Net Income TTM | $568M | $561M | · | $473M | $287M | $281M | · | $313M | $482M | $397M | · | $541M | $504M | $468M | · | $373M | |
| Market Cap | $4.19B | $3.09B | · | $2.57B | $2.66B | $2.38B | · | $2.36B | $2.21B | $1.85B | · | $1.69B | $1.57B | $1.52B | · | · | |
| P/E | 8.4 | 6.1 | · | 5.7 | 9.8 | 9.0 | · | 7.6 | 4.6 | 4.7 | · | 3.2 | 3.1 | 3.2 | · | 4.2 | |
| P/S | 1.0 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | · | |
| P/B | 1.2 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | · | |
| P / Tangible Book | 1.2 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | · | |
| P / Cash Flow | · | 6.4 | · | · | · | 6.1 | · | · | · | 4.1 | · | · | · | 3.8 | · | · | |
| Dividend Yield | 0.93% | 1.3% | · | · | · | · | · | · | · | · | · | 2.7% | 2.8% | 2.9% | · | · | |
| Earnings Yield | 11.9% | 16.4% | · | 17.5% | 10.2% | 11.1% | · | 13.2% | 21.7% | 21.4% | · | 31.5% | 32.0% | 30.8% | · | 23.8% | |
| Payout Ratio | 6.2% | 5.5% | · | 4.8% | 7.2% | 8.7% | · | 500.0% | 8.3% | 8.2% | · | 6.4% | 22.9% | 2.4% | · | 7.5% | |
| Annual Payout | $39M | $40M | · | · | · | · | · | · | · | · | · | $45M | $44M | $44M | · | $42M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Beneficio neto | $518M | $277M | $718M | $223M | $801M |
| EPS Diluido | $10.89 | $5.49 | $14.34 | $4.46 | $16.02 |
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | · | · | · | $1.78B | $1.46B |
Propietarios institucionales (13F) 447 declarantes · $4.6B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 78 (+9 vs trimestre anterior) | 39 (0 vs trimestre anterior) | 126 (+3 vs trimestre anterior) | 152 (+17 vs trimestre anterior) | -2.9M |
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. | $421 314 318 | 3 888 457 | 9,09% | Acciones |
| VANGUARD GROUP INC | $378 740 219 | 5 116 037 | 8,17% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $335 043 532 | 3 092 208 | 7,23% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $284 073 764 | 2 621 816 | 6,13% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $194 075 456 | 1 791 190 | 4,19% | Acciones |
| Allianz Asset Management GmbH | $193 780 509 | 1 788 468 | 4,18% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $190 439 969 | 1 757 637 | 4,11% | Acciones |
| STATE STREET CORP | $182 212 628 | 1 681 704 | 3,93% | Acciones |
| TURTLE CREEK ASSET MANAGEMENT INC. | $141 975 231 | 1 310 339 | 3,06% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $122 685 205 | 1 132 140 | 2,65% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $113 247 095 | 1 045 197 | 2,44% | Acciones |
| HSBC HOLDINGS PLC | $98 763 600 | 907 458 | 2,13% | Acciones |
| FRANKLIN RESOURCES INC | $89 192 096 | 823 185 | 1,92% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $83 410 647 | 769 826 | 1,80% | Acciones |
| GOLDMAN SACHS GROUP INC | $82 570 719 | 762 074 | 1,78% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66 366 000 | 612 515 | 1,43% | Acciones |
| BANK OF AMERICA CORP /DE/ | $65 806 497 | 607 351 | 1,42% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $63 199 000 | 583 288 | 1,36% | Acciones |
| MORGAN STANLEY | $61 189 573 | 564 739 | 1,32% | Acciones |
| NORTHERN TRUST CORP | $56 468 445 | 521 167 | 1,22% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $54 004 675 | 498 428 | 1,17% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $50 887 577 | 469 497 | 1,10% | Acciones |
| Empowered Funds, LLC | $50 050 983 | 461 938 | 1,08% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $42 876 479 | 395 722 | 0,93% | Acciones |
| Bank of New York Mellon Corp | $39 467 664 | 364 261 | 0,85% | Acciones |
| PZENA INVESTMENT MANAGEMENT LLC | $35 478 991 | 327 448 | 0,77% | Acciones |
| UBS Group AG | $34 654 230 | 319 836 | 0,75% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $33 078 930 | 305 297 | 0,71% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $32 871 873 | 303 386 | 0,71% | Acciones |
| Nuveen, LLC | $29 392 589 | 271 275 | 0,63% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $28 928 041 | 266 987 | 0,62% | Acciones |
| Invesco Ltd. | $28 178 476 | 260 069 | 0,61% | Acciones |
| Public Sector Pension Investment Board | $27 996 448 | 258 389 | 0,60% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $24 223 918 | 223 571 | 0,52% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $23 447 698 | 216 407 | 0,51% | Acciones |
| JPMORGAN CHASE & CO | $22 066 971 | 201 100 | 0,48% | Acciones |
| WELLS FARGO & COMPANY/MN | $20 928 567 | 193 157 | 0,45% | Acciones |
| PRUDENTIAL FINANCIAL INC | $20 676 756 | 190 833 | 0,45% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $20 654 894 | 189 965 | 0,45% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $19 983 960 | 184 439 | 0,43% | Acciones |
| AMERIPRISE FINANCIAL INC | $18 699 814 | 172 587 | 0,40% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $17 286 809 | 159 546 | 0,37% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $17 194 387 | 158 693 | 0,37% | Acciones |
| ASSETMARK, INC | $17 087 144 | 157 703 | 0,37% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15 417 447 | 142 293 | 0,33% | Acciones |
| Hudson Bay Capital Management LP | $14 808 411 | 136 672 | 0,32% | Acciones |
| Hillsdale Investment Management Inc. | $14 800 610 | 136 600 | 0,32% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14 720 973 | 135 865 | 0,32% | Acciones |
| Miller Value Partners, LLC | $14 388 663 | 132 798 | 0,31% | Acciones |
| JANE STREET GROUP, LLC | $13 901 305 | 128 300 | 0,30% | Opción de compra |
Activistas y propietarios del %+ 5 20 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 |
|---|---|---|---|---|---|
| Persona informante no revelada, Persona informante no revelada | 30 de octubre de 2019 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 25 de octubre de 2019 | · | Presentación inicial | Campaña de la junta directiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 29 de abril de 2019 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 9 de junio de 2017 | · | Presentación inicial | Campaña de la junta directiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 20 de marzo de 2017 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 25 de enero de 2017 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 25 de agosto de 2016 | · | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 24 de agosto de 2016 | · | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 11 de julio de 2016 | · | Presentación inicial | Inversión pasiva | SEC |
| Alliance Data Systems Corporation | 22 de septiembre de 2014 | · | Presentación inicial | M&A / venta | SEC |
| Persona informante no revelada, Persona informante no revelada | 29 de diciembre de 2009 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 24 de abril de 2009 | · | 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 | 21 de julio de 2008 | · | Presentación inicial | Inversión pasiva | SEC |
| Noonday Asset Management, L.P., Noonday G.P. (U.S.), L.L.C., Noonday Capital, L.L.C., David I. Cohen, Saurabh K. Mittal, Noonday Capital Partners, L.L.C., Farallon Capital Partners, L.P., Farallon Capital Institutional Partners, L.P., Farallon Capital Institutional Partners II, L.P., Farallon Capital Institutional Partners III, L.P., Tinicum Partners, L.P., Farallon Capital Offshore Investors II, L.P., Farallon Capital Management, L.L.C., Farallon Partners, L.L.C., William F. Duhamel, Richard B. Fried, Monica R. Landry, Douglas M. MacMahon, William F. Mellin, Stephen L. Millham, Jason E. Moment, Ashish H. Pant, Rajiv A. Patel, Derek C. Schrier, Andrew J. M. Spokes, Thomas F. Steyer, Mark C. Wehrly ×6 presentaciones | 31 de marzo de 2008 | · | Presentación inicial | · | SEC |
| CR Intrinsic Investors, LLC, CR Intrinsic Investments, LLC, Sigma Capital Management, LLC, S.A.C. Capital Advisors, LLC, S.A.C. Capital Management, LLC, Steven A. Cohen ×2 presentaciones | 7 de marzo de 2008 | · | Presentación inicial | · | SEC |
| Icahn Partners Master Fund LP, Icahn Partners Master Fund II LP, Icahn Partners Master Fund III LP, Icahn Offshore LP, Icahn Partners LP, Icahn Onshore LP, Icahn Capital LP, IPH GP LLC, Icahn Enterprises Holdings L.P., Icahn Enterprises G.P. Inc., Beckton Corp., Carl C. Icahn | 11 de febrero de 2008 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 14 de diciembre de 2007 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 10 de diciembre de 2007 | · | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 20 de septiembre de 2007 | · | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 20 de septiembre de 2007 | · | 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.
Informantes de la empresa 63 insiders · 22 directivos · 19 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ralph J Andretta | President and CEO | 29 de mayo de 2026 S | 582 241 | 0 | 3 | $-1 336 540 |
| Edward J Heffernan | President and CEO | 19 de febrero de 2019 F | 251 893 | 0 | 0 | $0 |
| Perry S Beberman | EVP, Chief Financial Officer | 17 de febrero de 2026 F | 142 061 | 0 | 0 | $0 |
| Timothy P King | EVP & Chief Financial Officer | 18 de febrero de 2021 F | 33 308 | 0 | 0 | $0 |
| Dennis James Mccarthy | EVP, Chief Revenue Officer | 14 de septiembre de 2026 P | 29 546 | 1 | 0 | $1 730 |
| Allegra S Driscoll | EVP, Chief Technology Officer | 18 de febrero de 2026 F | 60 780 | 0 | 0 | $0 |
| Valerie E Greer | EVP, Chief Commercial Officer | 18 de febrero de 2026 F | 155 352 | 0 | 0 | $0 |
| Tammy M Mcconnaughey | EVP, Operations & Credit Risk | 18 de febrero de 2026 F | 123 320 | 0 | 0 | $0 |
| Joseph L Motes III | EVP, CAO, Gen Counsel & Secy | 18 de febrero de 2026 F | 129 617 | 0 | 0 | $0 |
| Jonathan Bryan Campbell | SVP, Chief Accounting Officer | 17 de febrero de 2026 A | 38 877 | 0 | 0 | $0 |
| John Jeffrey Chesnut | SVP and Treasurer | 22 de octubre de 2021 F | 19 141 | 0 | 0 | $0 |
| Laura Santillan | SVP, Chief Acctg. Officer | 22 de octubre de 2021 F | 38 249 | 0 | 0 | $0 |
| Charles L Horn | EVP & Senior Advisor | 16 de febrero de 2021 F | 6 300 | 0 | 0 | $0 |
| Melisa A Miller | EVP & Pres, Card Services | 19 de febrero de 2019 F | 42 453 | 0 | 0 | $0 |
| Bryan J Kennedy | EVP & President, Epsilon | 19 de febrero de 2019 F | 130 693 | 0 | 0 | $0 |
| Bryan A Pearson | EVP & President, LoyaltyOne | 19 de febrero de 2019 F | 25 282 | 0 | 0 | $0 |
| Leigh Ann K Epperson | SVP, General Counsel & Secy | 20 de abril de 2015 S | 14 301 | 0 | 0 | $0 |
| Ivan M Szeftel | EVP & Pres, Retail Credit Svcs | 21 de marzo de 2011 A | 95 683 | 0 | 0 | $0 |
| Alan M Utay | EVP, CAO, Gen. Counsel, Secy | 26 de abril de 2010 M | 83 428 | 0 | 0 | $0 |
| Dwayne H Tucker | EVP, HR & Corp. Communications | 14 de agosto de 2009 M | 99 676 | 0 | 0 | $0 |
| Transient C Taylor | EVP, Human Resources | 21 de febrero de 2007 M | 26 495 | 0 | 0 | $0 |
| James E Brown | Chief Information Officer | 2 de febrero de 2004 A | 5 000 | 0 | 0 | $0 |
| Praniti Lakhwara | Consejero | 28 de julio de 2026 S | 4 458 | 0 | 1 | $-297 348 |
| John C Gerspach | Consejero | 15 de julio de 2026 A | 49 574 | 0 | 0 | $0 |
| Rajesh Natarajan | Consejero | 15 de junio de 2026 A | 21 442 | 0 | 0 | $0 |
| John J. Fawcett | Consejero | 15 de junio de 2026 A | 12 638 | 1 | 0 | $60 328 |
| Joyce St Clair | Consejero | 15 de junio de 2026 A | 11 307 | 0 | 0 | $0 |
| Laurie Anne Tucker | Consejero | 15 de junio de 2026 A | 35 459 | 0 | 0 | $0 |
| Sharen J Turney | Consejero | 15 de junio de 2026 A | 23 174 | 0 | 0 | $0 |
| Timothy J Theriault | Consejero | 15 de junio de 2026 A | 27 384 | 0 | 0 | $0 |
| Roger H Ballou | Consejero | 24 de abril de 2026 S | 30 079 | 0 | 1 | $-874 930 |
| Karin Kimbrough | Consejero | 17 de abril de 2023 A | 4 889 | 0 | 0 | $0 |
| Robert A Minicucci | Consejero | 20 de marzo de 2020 P | 135 190 | 0 | 0 | $0 |
| Bruce K Anderson | Consejero | 20 de marzo de 2020 P | 748 554 | 0 | 0 | $0 |
| Kenneth R Jensen | Consejero | 20 de marzo de 2020 P | 78 260 | 0 | 0 | $0 |
| Linn E Draper JR | Consejero | 25 de junio de 2018 A | 26 990 | 0 | 0 | $0 |
| Keith D Cobb | Consejero | 26 de junio de 2017 A | 9 237 | 0 | 0 | $0 |
| Lawrence M Benveniste | Consejero | 1 de julio de 2014 A | 11 426 | 0 | 0 | $0 |
| Michael J Parks | Consejero | 17 de marzo de 2010 S | 216 111 | 0 | 0 | $0 |
| Turtle Creek Asset Management Inc. | Propietario del 10% | 29 de enero de 2024 S | 293 092 | 0 | 0 | $0 |
| James R Matthews | Propietario del 10% | 27 de abril de 2006 J | 415 | 0 | 0 | $0 |
| Scott D Mackesy | Propietario del 10% | 27 de abril de 2006 J | 2 549 | 0 | 0 | $0 |
| Sanjay Swani | Propietario del 10% | 27 de abril de 2006 J | 290 | 0 | 0 | $0 |
| John D Clark | Propietario del 10% | 27 de abril de 2006 J | 616 | 0 | 0 | $0 |
| Jonathan M Rather | Propietario del 10% | 27 de abril de 2006 J | 647 | 0 | 0 | $0 |
| Paul B. Queally | Propietario del 10% | 27 de abril de 2006 J | 25 415 | 0 | 0 | $0 |
| Anthony J Denicola | Propietario del 10% | 27 de abril de 2006 J | 78 972 | 0 | 0 | $0 |
| Thomas E Mcinerney | Propietario del 10% | 27 de abril de 2006 J | 200 342 | 0 | 0 | $0 |
| Russell L Carson | Propietario del 10% | 27 de abril de 2006 J | 257 189 | 0 | 0 | $0 |
| Patrick J Welsh | Propietario del 10% | 27 de abril de 2006 J | 322 820 | 0 | 0 | $0 |
| WCAS MANAGEMENT CORP | Propietario del 10% | 27 de abril de 2006 J | 678 | 0 | 0 | $0 |
| WELSH CARSON ANDERSON STOWE VIII LP | Propietario del 10% | 27 de abril de 2006 J | 7 160 349 | 0 | 0 | $0 |
| WELSH CARSON ANDERSON & STOWE VII LP ET AL | Propietario del 10% | 5 de noviembre de 2004 S | 0 | 0 | 0 | $0 |
| WCAS INFORMATION PARTNERS L P | Propietario del 10% | 5 de noviembre de 2004 S | 0 | 0 | 0 | $0 |
| WCAS CAPITAL PARTNERS III LP | Propietario del 10% | 1 de noviembre de 2004 J | 0 | 0 | 0 | $0 |
| WCAS CAPITAL PARTNERS II LP | Propietario del 10% | 1 de noviembre de 2004 J | 0 | 0 | 0 | $0 |
| WELSH CARSON ANDERSON & STOWE VI LP | Propietario del 10% | 1 de noviembre de 2004 J | 0 | 0 | 0 | $0 |
| Michael D Kubic | · | 23 de febrero de 2010 F | 33 191 | 0 | 0 | $0 |
| Barry R Carter | · | 22 de octubre de 2009 S | 270 | 0 | 0 | $0 |
| John W Scullion | · | 16 de octubre de 2009 M | 200 663 | 0 | 0 | $0 |
| Michael L Iaccarino | · | 26 de febrero de 2009 S | 0 | 0 | 0 | $0 |
| FINKELMAN DANIEL P | · | 16 de julio de 2007 F | 39 470 | 0 | 0 | $0 |
| Michael A Beltz | · | 21 de julio de 2005 M | 44 783 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 69 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 |
|---|---|---|---|---|
| SCOW · Pacer Funds Trust | 3,31% | 524 NS | 31 de julio de 2026 | N-PORT |
| SAWS · ETF Series Solutions | 1,55% | 1 120 NS | 31 de julio de 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 1,43% | 8 231 SH | 2 de octubre de 2026 | Diario |
| SYLD · Cambria ETF Trust | 0,98% | 90 014 NS | 31 de julio de 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0,97% | 3 057 NS | 31 de julio de 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,97% | 58 212 SH | 2 de octubre de 2026 | Diario |
| HAPS · Harbor ETF Trust | 0,91% | 14 361 NS | 31 de julio de 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,90% | 9 096 NS | 31 de julio de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,88% | 2 477 SH | 2 de octubre de 2026 | Diario |
| XSMO · Invesco Exchange-Traded Fund Trust | 0,77% | 227 383 SH | 2 de octubre de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,72% | 4 087 NS | 31 de julio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,68% | 753 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,51% | 6 148 NS | 31 de julio de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,49% | 8 823 NS | 31 de julio de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,47% | 85 741 SH | 19 de agosto de 2026 | Diario |
| RZV · Invesco Exchange-Traded Fund Trust | 0,42% | 12 163 SH | 2 de octubre de 2026 | Diario |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,35% | 14 608 SH | 2 de octubre de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,34% | 259 708 NS | 31 de julio de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,31% | 24 342 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,28% | 35 723 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,28% | 56 083 SH | 2 de octubre de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,25% | 32 205 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,25% | 337 927 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,24% | 5 936 SH | 2 de octubre de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,24% | 141 280 SH | 19 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,20% | 5 487 SH | 2 de octubre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,20% | 8 922 SH | 19 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,20% | 1 576 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,18% | 42 000 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 10 827 NS | 31 de julio de 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,14% | 202 007 | 2 de octubre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,13% | 235 351 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,12% | 166 213 NS | 31 de julio de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,11% | 19 831 SH | 2 de octubre de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,10% | 1 527 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,09% | 558 917 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,08% | 3 840 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,07% | 514 441 SH | 11 de septiembre de 2026 | Diario |
| PFF · iShares Trust | 0,06% | 327 310 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 463 010 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,05% | 880 707 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,05% | 67 533 SH | 19 de agosto de 2026 | Diario |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,05% | 56 200 | 2 de octubre de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 2 740 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,04% | 8 361 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,03% | 5 805 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 38 230 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 107 973 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 7 409 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 21 464 SH | 2 de octubre de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,02% | 3 927 SH | 19 de agosto de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,02% | 160 804 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,02% | 5 050 SH | 11 de septiembre de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 2 386 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 219 324 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 351 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 9 035 SH | 19 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 10 054 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 12 301 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,01% | 10 314 SH | 9 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 38 718 SH | 9 de septiembre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 34 796 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 1 549 341 SH | 8 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 332 214 SH | 31 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 323 128 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 2 909 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 1 663 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 7 135 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 13 522 SH | 9 de septiembre de 2026 | Diario |
BFH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
16 analistas · 2026-09-30Objetivo medio $114.81 +17,1%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BFH | $3.26B | 6.8 | · | 12.8% | 16.0% | · |
| CACC | $4.74B | 12.2 | 7.2% | 18.3% | 27.5% | · |
| NNI | · | 11.3 | 21.1% | 120.9% | 12.2% | · |
| DAVE | · | · | · | · | · | · |
| ENVA | $3.89B | 13.6 | 18.6% | 9.8% | 24.3% | 58.1% |
| SLM | $5.39B | 7.8 | 7.3% | 37.5% | 30.9% | · |
| UPST | $4.29B | 97.2 | 64.0% | 5.1% | 7.0% | · |
| ECPG | $1.18B | 5.0 | 34.4% | 14.5% | 27.4% | · |
| EZPW | $1.16B | 13.4 | 9.7% | 8.6% | 11.7% | 58.6% |
| HAPN | · | · | · | · | · | · |
| ATLC | · | · | · | · | · | · |
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