BJRI BJ's Restaurants, Inc. - Common Stock
Acerca de BJ's Restaurants, Inc. - Common Stock Descripción general de la empresa de Wikipedia
BJ's Restaurants, Inc. is an American restaurant chain, headquartered in Huntington Beach, California. The chain operates under the names BJ's Restaurant & Brewery, BJ's Restaurant & Brewhouse, BJ's Grill, and BJ's Pizza & Grill.
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BJ's Restaurants, Inc. is an American restaurant chain, headquartered in Huntington Beach, California. The chain operates under the names BJ's Restaurant & Brewery, BJ's Restaurant & Brewhouse, BJ's Grill, and BJ's Pizza & Grill.
History
BJ's was founded in 1978 by Jim Kozen and Leonard Allenstein. It first opened in Santa Ana, California, as BJ's Chicago Pizzeria. The original name was BJ Grunts, but due to a federal trademark conflict with RJ Grunts, a Chicago-based hamburger restaurant, the name was changed. Shortly after the opening of the first restaurant, Mike Phillips and Bill Cunningham bought 50% of the company for $14,000. Kozen and Allenstein left the group after the opening of the seventh store. Phillips and Cunningham sold the company to their accountants Paul Motenko and Jerry Hennessy in 1991.
Originally known as Chicago Pizza, the company went public in 1996, raising $9.4 million. The company then bought 26 Pietro's Pizza restaurants in March 1996 in a $2.8 million deal in cash and assumed debt, but then sold off seven of the locations with plans to convert the remaining Pietro's to what was then BJ's Pizza. During the same year, the company opened a microbrewery at its Brea restaurant.
Between 2010 and 2011, the National Retail Federation named it one of the 10 fastest-growing restaurants in the US based on year-over-year sales.
In 2013, BJ's produced a combined total of 60,000 barrels annually at their 11 brewery restaurants to serve their chain of 136 restaurants in 15 states. In 2010, the company's BJ's Hefelightzen was awarded a gold medal at the Great American Beer Festival. In 2021, Greg Levin was appointed to CEO. As of December 2022, BJ's operated 215 restaurants in 29 states.
Offerings
BJ's menu features pizza, beers, appetizers, entrees, pastas, sandwiches, salads, and desserts (including the signature Pizookie). Some locations feature microbreweries that supply beer to other locations in the chain.
Awards and recognition
At the 2006 Great American Beer Festival, BJ's Big Fish IPA achieved a gold medal within the American-style Strong Pale Ale classification. Its design draws inspiration from the Piranha Pale Ale, which secured a silver medal in 2002. In a similar vein, BJ's Jeremiah Red earned a silver medal in the strong ales category during the same festival in 1996. The Belgian-style wheat beer from BJ's has been honored with a Gold Medal by the North American Beer Awards.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
BJRI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
BJRI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 9 de marzo de 2020 | $0,1300 |
| 7 de noviembre de 2019 | $0,1300 |
| 9 de agosto de 2019 | $0,1200 |
| 10 de mayo de 2019 | $0,1200 |
| 11 de marzo de 2019 | $0,1200 |
| 8 de noviembre de 2018 | $0,1200 |
| 10 de agosto de 2018 | $0,1100 |
| 11 de mayo de 2018 | $0,1100 |
| 12 de marzo de 2018 | $0,1100 |
| 10 de noviembre de 2017 | $0,1100 |
BJRI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 25,0%
- Compra 5 31,2%
- Mantener 7 43,8%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
8 analistas · 2026-08-14Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.94 | $0.91 | 0.03% |
| 31 de marzo de 2026 | $0.57 | $0.60 | -0.03% |
| 31 de diciembre de 2025 | $0.57 | $0.60 | -0.03% |
| 30 de septiembre de 2025 | $0.04 | $0.03 | 0.01% |
| 30 de junio de 2025 | $0.97 | $0.74 | 0.23% |
| 31 de marzo de 2025 | $0.59 | $0.39 | 0.20% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BJRI | $837M | 18.3 | 3.1% | 3.5% | 13.0% | — |
| CAVA | $6.99B | 111.4 | 22.4% | 5.4% | 8.3% | — |
| CAKE | $2.50B | 16.5 | 4.8% | 4.0% | 33.7% | — |
| WING | $7.06B | 41.3 | 11.3% | 25.0% | -24.5% | — |
| SHAK | — | 74.5 | 15.4% | 3.2% | 9.2% | — |
| WEN | $1.59B | 9.8 | -3.1% | 7.6% | 143.4% | — |
| CBRL | $1.31B | 28.7 | 0.37% | 1.3% | 10.1% | — |
| BLMN | $579M | 67.9 | 0.14% | 0.21% | 3.5% | — |
| PZZA | $1.29B | 43.7 | -0.27% | 1.5% | -7.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.40B | $1.36B | $1.33B | $1.28B | $1.09B | $779M | $1.16B | $1.12B | $1.03B | $993M | $920M | $846M | |
| Cost of Revenue | $353M | $351M | $347M | $350M | $288M | $196M | $295M | $282M | $269M | $251M | $227M | $213M | |
| SG&A Expense | $91M | $88M | $82M | $73M | $68M | $55M | $63M | $60M | $55M | $55M | $54M | $52M | |
| Operating Expenses | $1.35B | $1.34B | $1.32B | $1.29B | $1.10B | $865M | $1.11B | $1.06B | $994M | $931M | $857M | $810M | |
| Operating Income | $46M | $14M | $14M | $-5M | $-17M | $-86M | $49M | $58M | $38M | $62M | $63M | $35M | |
| Other Non-op | $6M | $-331.0K | $1M | $60.0K | $2M | $1M | $2M | $-735.0K | $2M | $1M | $60.0K | $1M | |
| Pretax Income | $47M | $8M | $10M | $-8M | $-19M | $-90M | $46M | $52M | $35M | $61M | $62M | $36M | |
| Income Tax | $-2M | $-8M | $-10M | $-12M | $-16M | $-32M | $1M | $1M | $-9M | $16M | $17M | $9M | |
| Net Income | $49M | $17M | $20M | $4M | $-4M | $-58M | $45M | $51M | $45M | $46M | $45M | $27M | |
| EPS (Basic) | $2.22 | $0.72 | $0.84 | $0.17 | $-0.16 | $-2.74 | $2.23 | $2.42 | $2.10 | $1.91 | $1.76 | $0.99 | |
| EPS (Diluted) | $2.16 | $0.70 | $0.82 | $0.17 | $-0.16 | $-2.74 | $2.20 | $2.35 | $2.06 | $1.88 | $1.73 | $0.97 | |
| Shares (Basic) | 21,980,000 | 23,132,000 | 23,452,000 | 23,405,000 | 23,191,000 | 21,162,000 | 20,285,000 | 20,958,000 | 21,374,000 | 23,824,000 | 25,718,000 | 27,710,000 | |
| Shares (Diluted) | 22,622,000 | 23,768,000 | 23,923,000 | 23,662,000 | 23,191,000 | 21,162,000 | 20,592,000 | 21,584,000 | 21,772,000 | 24,233,000 | 26,231,000 | 28,316,000 | |
| EBITDA | $123M | $87M | $85M | $65M | $56M | $-13M | · | $128M | $107M | $126M | $122M | $91M |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $24M | $26M | $29M | $25M | $39M | $52M | $22M | $29M | $24M | $23M | $35M | $31M | |
| Receivables | $18M | $20M | $19M | $29M | $29M | $24M | $22M | $31M | $14M | $15M | $25M | $19M | |
| Prepaid Expense | $20M | $20M | $21M | $17M | $12M | $9M | $9M | $8M | $12M | $11M | $7M | $9M | |
| Current Assets | $75M | $80M | $83M | $82M | $91M | $95M | $65M | $78M | $60M | $59M | $93M | $81M | |
| PP&E (Net) | $502M | $511M | $525M | $507M | $506M | $535M | $584M | $583M | $590M | $601M | $562M | $541M | |
| PP&E (Gross) | $1.43B | $1.39B | $1.34B | $1.27B | $1.21B | $1.18B | $1.15B | $1.09B | $1.05B | $983M | $887M | $807M | |
| Accum. Depreciation | $930M | $877M | $810M | $792M | $729M | $661M | $585M | $524M | $465M | $405M | $346M | $292M | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Intangibles | $129.0K | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $48M | $43M | $41M | $40M | $43M | $43M | $36M | $29M | $29M | $27M | $22M | $20M | |
| Total Assets | $1.02B | $1.04B | $1.06B | $1.05B | $1.04B | $1.06B | $1.07B | $695M | $684M | $691M | $682M | $647M | |
| Accounts Payable | $38M | $51M | $61M | $60M | $49M | $38M | $23M | $37M | $25M | $31M | $33M | $34M | |
| Accrued Liabilities | $105M | $105M | $101M | $97M | $112M | $103M | $103M | $114M | $97M | $95M | $84M | $73M | |
| Current Liabilities | $188M | $196M | $199M | $197M | $200M | $178M | $158M | $150M | $123M | $126M | $117M | $107M | |
| Capital Leases | $362M | $394M | $414M | $433M | $436M | $457M | $448M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | $20M | $16M | $20M | $38M | $47M | $39M | |
| Other Non-current Liabilities | $15M | $14M | $11M | $11M | $15M | $14M | $12M | $35M | $33M | $21M | $20M | $18M | |
| Total Liabilities | $649M | $671M | $693M | $700M | $701M | $766M | $782M | $386M | $425M | $416M | $365M | $298M | |
| Long-term Debt | $85M | $66M | $68M | $60M | $50M | $117M | $143M | $95M | $164M | $148M | $100M | $58M | |
| Common Stock | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $7M | $94M | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $54M | |
| Retained Earnings | $291M | $292M | $289M | $271M | $261M | $222M | $223M | $245M | $190M | $209M | $246M | $201M | |
| Stockholders' Equity | $366M | $370M | $366M | $346M | $334M | $294M | $290M | $309M | $259M | $275M | $316M | $349M | |
| Liabilities + Equity | $1.02B | $1.04B | $1.06B | $1.05B | $1.04B | $1.06B | $1.07B | $695M | $684M | $691M | $682M | $647M | |
| Shares Outstanding | 21,114,000 | 22,697,000 | 23,184,000 | 23,392,000 | 23,392,000 | 23,318,000 | 19,149,000 | 19,149,000 | 20,485,000 | 22,332,000 | 24,672,000 | 26,229,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $77M | $73M | $71M | $70M | $73M | $73M | $72M | $70M | $69M | $64M | $59M | $55M | |
| Stock-based Comp | $8M | $9M | $11M | $10M | $10M | $10M | $9M | $8M | $7M | $6M | $5M | $5M | |
| Deferred Tax | $-5M | $-12M | $-12M | $-13M | $-19M | $-26M | $-3M | $-3M | $-16M | $7M | $5M | $4M | |
| Other Non-cash | $-18M | $16M | $16M | $-20M | $3M | $42M | · | $6M | $3M | $16M | $12M | $8M | |
| Operating Cash Flow | $111M | $101M | $106M | $51M | $64M | $41M | $116M | $133M | $107M | $138M | $127M | $100M | |
| CapEx | $70M | $77M | $99M | $79M | $42M | $43M | $82M | $61M | $71M | $109M | $86M | $88M | |
| Investing Cash Flow | $-70M | $-77M | $-99M | $-72M | $-42M | $-36M | $-78M | $-55M | $-53M | $-105M | · | · | |
| Stock Issued | · | · | · | · | $29M | $67M | · | · | · | · | · | · | |
| Stock Repurchased | $68M | $25M | $11M | $2M | · | $15M | $83M | $20M | $67M | $95M | $96M | $100M | |
| Net Stock Activity | $-68M | $-25M | $-11M | $-2M | $29M | $52M | · | $-20M | $-67M | $-95M | $-96M | $-100M | |
| Dividends Paid | $0 | $0 | $32.0K | $100.0K | $118.0K | $150.0K | $10M | $9M | $2M | · | · | · | |
| Financing Cash Flow | $-43M | $-28M | $-3M | $7M | $-35M | $24M | $-45M | $-73M | $-53M | $-45M | · | · | |
| Net Change in Cash | $-2M | $-3M | $4M | $-14M | $-13M | $29M | $-7M | $5M | $2M | $-12M | $4M | $8M | |
| Taxes Paid | $5M | $3M | $-729.0K | $543.0K | $389.0K | $1M | $5M | $10M | $5M | $7M | $12M | $5M | |
| Free Cash Flow | $41M | $25M | $7M | $-27M | $22M | $-3M | · | $72M | $36M | $29M | $41M | $12M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.3% | 1.0% | 1.0% | -0.43% | -1.5% | -11.1% | · | 5.1% | 3.7% | 6.2% | 6.9% | 4.2% | |
| Net Margin | 3.5% | 1.2% | 1.5% | 0.32% | -0.33% | -7.4% | · | 4.5% | 4.3% | 4.6% | 4.9% | 3.2% | |
| Pretax Margin | 3.4% | 0.61% | 0.76% | -0.65% | -1.8% | -11.6% | · | 4.7% | 3.4% | 6.2% | 6.8% | 4.3% | |
| EBITDA Margin | 8.8% | 6.4% | 6.4% | 5.1% | 5.2% | -1.7% | · | 11.5% | 10.3% | 12.7% | 13.3% | 10.7% | |
| ROA | 4.8% | 1.6% | 1.9% | 0.39% | -0.34% | -5.4% | · | 7.4% | 6.5% | 6.6% | 6.8% | 4.4% | |
| ROE | 13.0% | 4.5% | 5.4% | 1.2% | -1.1% | -19.2% | · | 16.4% | 16.8% | 15.4% | 13.6% | 7.3% | |
| ROIC | 13.1% | 7.7% | 7.3% | 0.78% | -0.93% | -18.9% | · | 18.2% | 18.5% | 16.7% | 14.5% | 7.7% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | 0.8 | 0.8 | |
| Quick Ratio | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.3 | 0.3 | 0.5 | 0.5 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.3 | 1.3 | 1.2 | 1.0 | 0.7 | · | 1.6 | 1.5 | 1.4 | 1.4 | 1.3 | |
| Receivables Turnover | 72.1 | 68.1 | 55.5 | 44.5 | 41.3 | 34.0 | · | 49.6 | 72.2 | 49.6 | 41.6 | 53.6 |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.1% | 1.8% | 3.8% | 18.1% | 39.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.9% | 7.7% | 19.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 208.6% | -14.6% | 382.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 133.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 192.5% | -15.1% | 382.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 128.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.40B | $1.36B | $1.33B | $1.28B | $1.09B | $779M | $1.16B | $1.12B | $1.03B | $993M | $920M | $846M | |
| Net Income TTM | $49M | $17M | $20M | $4M | $-4M | $-58M | $45M | $51M | $45M | $46M | $45M | $27M | |
| Market Cap | $837M | $798M | $818M | $626M | $832M | · | · | $1.06B | $753M | $853M | $1.10B | $1.32B | |
| P/E | 18.3 | 50.2 | 43.0 | 157.9 | -223.1 | -13.9 | 17.3 | 21.5 | 17.8 | 20.3 | 25.9 | 51.9 | |
| P/S | 0.6 | 0.6 | 0.6 | 0.5 | 0.8 | · | · | 1.0 | 0.7 | 0.9 | 1.2 | 1.6 | |
| P/B | 2.3 | 2.2 | 2.2 | 1.8 | 2.5 | · | · | 3.4 | 2.9 | 3.1 | 3.5 | 3.8 | |
| P / Tangible Book | 2.3 | 2.2 | 2.3 | 1.8 | 2.5 | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.6 | 7.9 | 7.7 | 12.2 | 12.9 | · | · | 8.0 | 7.0 | 6.2 | 8.7 | 13.2 | |
| P / FCF | 20.5 | 32.5 | 118.1 | -22.8 | 37.7 | · | · | 14.8 | 20.7 | 29.4 | 26.8 | 110.7 | |
| Dividend Yield | 0.00% | 0.00% | 0.00% | 0.02% | 0.01% | · | · | 0.89% | 0.30% | · | · | · | |
| Earnings Yield | 5.5% | 2.0% | 2.3% | 0.63% | -0.45% | -7.2% | 5.8% | 4.7% | 5.6% | 4.9% | 3.9% | 1.9% | |
| Payout Ratio | 0.00% | 0.00% | 0.16% | 2.5% | -3.3% | -0.26% | · | 18.7% | 5.1% | · | · | · | |
| Annual Payout | $0 | $0 | $32.0K | $100.0K | $118.0K | $150.0K | $10M | $9M | $2M | · | · | · |
Estado de resultados 14
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $389M | $358M | $386M | $330M | $366M | $348M | $348M | $326M | $350M | $337M | $393M | $319M | $350M | $341M | $413M | $311M | |
| Cost of Revenue | $99M | $90M | $92M | $85M | $91M | $87M | $86M | $87M | $90M | $85M | $89M | $83M | $91M | $91M | $116M | $85M | |
| SG&A Expense | $26M | $22M | $26M | $22M | $22M | $22M | $28M | $21M | $21M | $23M | $28M | $19M | $21M | $20M | $21M | $19M | |
| Operating Expenses | $370M | $347M | $359M | $331M | $344M | $333M | $344M | $328M | $337M | $329M | $370M | $321M | $339M | $339M | $410M | $317M | |
| Operating Income | $18M | $11M | $27M | $-997.0K | $21M | $15M | $4M | $-3M | $13M | $8M | $23M | $-2M | $10M | $3M | $2M | $-5M | |
| Other Non-op | $1M | $-446.0K | $1M | $1M | $4M | $-61.0K | $-1M | $763.0K | $3M | $696.0K | $2M | $-3.0K | $622.0K | $196.0K | $10.0K | $57.0K | |
| Pretax Income | $19M | $9M | $28M | $-999.0K | $24M | $14M | $251.0K | $-3M | $15M | $8M | $22M | $-3M | $10M | $2M | $3M | $-6M | |
| Income Tax | $239.0K | $55.0K | $1M | $-1M | $1M | $167.0K | $-5M | $-260.0K | $-2M | $-180.0K | $3M | $401.0K | $-2M | $-2M | $4M | $-4M | |
| Net Income | $19M | $9M | $27M | $465.0K | $22M | $13M | $5M | $-3M | $17M | $8M | $20M | $-4M | $12M | $3M | $-2M | $-2M | |
| EPS (Basic) | $0.89 | $0.43 | $1.28 | $0.02 | $1.00 | $0.59 | $0.22 | $-0.13 | $0.74 | $0.33 | $0.84 | $-0.16 | $0.51 | $0.15 | $-0.07 | $-0.07 | |
| EPS (Diluted) | $0.86 | $0.41 | $1.25 | $0.02 | $0.97 | $0.58 | $0.21 | $-0.13 | $0.72 | $0.32 | $0.82 | $-0.16 | $0.50 | $0.15 | $-0.06 | $-0.07 | |
| Shares (Basic) | 21,042,000 | 21,157,000 | -47,758,000 | 21,893,000 | 22,220,000 | 22,683,000 | -47,430,000 | 23,111,000 | 23,309,000 | 23,318,000 | -46,786,000 | 23,542,000 | 23,539,000 | 23,481,000 | -46,509,000 | 23,427,000 | |
| Shares (Diluted) | 21,889,000 | 21,892,000 | -48,375,000 | 22,483,000 | 22,962,000 | 23,284,000 | -47,671,000 | 23,111,000 | 23,921,000 | 23,965,000 | -46,796,000 | 23,542,000 | 23,971,000 | 23,926,000 | -47,596,000 | 23,427,000 | |
| EBITDA | $39M | $33M | · | $18M | $40M | $33M | · | $16M | $31M | $26M | · | $15M | $28M | $20M | · | $12M |
Balance general 22
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $14M | $23M | $24M | $25M | $26M | $19M | $26M | $18M | $16M | $19M | · | $12M | $6M | $29M | · | $19M | |
| Receivables | $17M | $15M | $18M | $16M | $18M | $16M | $20M | $18M | $16M | $15M | · | $18M | $33M | $20M | · | $20M | |
| Prepaid Expense | $10M | $10M | $20M | $17M | $16M | $16M | $20M | $16M | $15M | $18M | · | $16M | $15M | $16M | · | $11M | |
| Current Assets | $54M | $60M | $75M | $71M | $73M | $64M | $80M | $64M | $60M | $66M | · | $61M | $66M | $77M | · | $62M | |
| PP&E (Net) | $509M | $507M | $502M | $514M | $513M | $510M | $511M | $528M | $529M | $528M | · | $528M | $523M | $511M | · | $505M | |
| PP&E (Gross) | · | · | $1.43B | · | · | · | $1.39B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $930M | · | · | · | $877M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | |
| Intangibles | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $46M | $45M | $48M | $45M | $44M | $42M | $43M | $44M | $43M | $42M | · | $40M | $40M | $39M | · | $40M | |
| Total Assets | $992M | $999M | $1.02B | $1.02B | $1.03B | $1.02B | $1.04B | $1.04B | $1.04B | $1.04B | · | $1.04B | $1.04B | $1.04B | · | $1.02B | |
| Accounts Payable | $45M | $45M | $38M | $45M | $50M | $20M | $51M | $48M | $51M | $52M | · | $49M | $54M | $52M | · | $51M | |
| Accrued Liabilities | $99M | $104M | $105M | $105M | $97M | $108M | $105M | $103M | $89M | $102M | · | $102M | $98M | $106M | · | $94M | |
| Current Liabilities | $186M | $193M | $188M | $194M | $190M | $164M | $196M | $183M | $172M | $187M | · | $183M | $184M | $190M | · | $185M | |
| Capital Leases | $348M | $356M | $362M | $368M | $375M | $385M | $394M | $402M | $409M | $412M | · | $423M | $428M | $433M | · | $433M | |
| Other Non-current Liabilities | $16M | $15M | $15M | $15M | $14M | $13M | $14M | $14M | $13M | $13M | · | $11M | $11M | $10M | · | $11M | |
| Total Liabilities | $594M | $627M | $649M | $666M | $639M | $648M | $671M | $666M | $658M | $670M | · | $676M | $675M | $693M | · | $679M | |
| Long-term Debt | $44M | $62M | $85M | $90M | $60M | $86M | $66M | $66M | $64M | $58M | · | $60M | $53M | $60M | · | $50M | |
| Retained Earnings | $325M | $299M | $291M | $282M | $313M | $297M | $292M | $305M | $314M | $305M | · | $286M | $293M | $280M | · | $266M | |
| Stockholders' Equity | $397M | $373M | $366M | $356M | $387M | $371M | $370M | $376M | $386M | $375M | $366M | $361M | $366M | $351M | $346M | $339M | |
| Liabilities + Equity | $992M | $999M | $1.02B | $1.02B | $1.03B | $1.02B | $1.04B | $1.04B | $1.04B | $1.04B | · | $1.04B | $1.04B | $1.04B | · | $1.02B | |
| Shares Outstanding | 21,179,000 | 21,050,000 | 21,114,000 | 21,232,000 | 22,181,000 | 22,436,000 | 22,697,000 | 22,896,000 | 23,138,000 | 23,369,000 | · | 23,409,000 | 23,544,000 | 23,529,000 | · | 23,363,000 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $23M | $22M | $19M | $19M | $18M | $20M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $16M | $17M | |
| Stock-based Comp | $3M | $3M | $2M | $2M | $2M | $2M | $540.0K | $913.0K | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Other Non-cash | · | $9M | · | · | · | $-29M | · | · | · | $-6M | · | · | · | $8M | · | · | |
| Operating Cash Flow | $31M | $43M | $41M | $25M | $62M | $5M | $28M | $27M | $20M | $22M | $72M | $32M | $10M | $32M | $5M | $4M | |
| CapEx | $23M | $16M | $9M | $21M | $20M | $17M | $-5M | $20M | $19M | $22M | $48M | $29M | $26M | $27M | $53M | $20M | |
| Investing Cash Flow | $-25M | $-16M | $-9M | $-21M | $-20M | $-17M | $5M | $-20M | $-19M | $-22M | $-49M | $-29M | $-26M | $-27M | $-47M | $-20M | |
| Stock Repurchased | $2M | $5M | $51M | $33M | $15M | $14M | $21M | $8M | $9M | $0 | $9M | $4M | · | · | · | · | |
| Net Stock Activity | · | $-5M | · | · | · | $-14M | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | · | · | $-11.0K | $0 | $0 | $0 | · | $2.0K | $4.0K | $5.0K | · | $6.0K | $6.0K | $14.0K | · | $15.0K | |
| Financing Cash Flow | $-15M | $-28M | $-24M | $-4M | $-35M | $5M | $-23M | $-5M | $-3M | $-11M | $100.0K | $3M | $-7M | $-512.0K | $20M | $-2M | |
| Net Change in Cash | $-8M | $-1M | $8M | $-533.0K | $7M | $-7M | $10M | $2M | $-3M | $-10M | $24M | $6M | $-23M | $4M | $-22M | $-19M | |
| Taxes Paid | · | · | $26.0K | $4M | $0 | $1M | $3M | $1M | $2M | $1M | $-1M | $61.0K | $343.0K | $2.0K | $157.0K | $24.0K | |
| Free Cash Flow | · | $27M | · | · | · | $-12M | · | · | · | $448.0K | · | · | · | $5M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.7% | 3.0% | · | -0.30% | 5.8% | 4.3% | · | -0.80% | 3.8% | 2.5% | · | -0.75% | 2.9% | 0.77% | · | -1.7% | |
| Net Margin | 4.8% | 2.5% | · | 0.14% | 6.1% | 3.9% | · | -0.90% | 4.9% | 2.3% | · | -1.2% | 3.4% | 1.0% | · | -0.53% | |
| Pretax Margin | 4.9% | 2.5% | · | -0.30% | 6.5% | 3.9% | · | -0.98% | 4.2% | 2.2% | · | -1.1% | 2.8% | 0.50% | · | -1.8% | |
| EBITDA Margin | 10.1% | 9.3% | · | 5.5% | 10.9% | 9.6% | · | 4.8% | 9.0% | 7.8% | · | 4.9% | 8.0% | 5.9% | · | 3.9% | |
| ROA | 1.9% | 0.89% | · | 0.05% | 2.1% | 1.3% | · | -0.28% | 1.7% | 0.74% | · | -0.37% | 1.1% | 0.34% | · | -0.16% | |
| ROE | 4.8% | 2.4% | · | 0.13% | 5.8% | 3.6% | · | -0.79% | 4.6% | 2.1% | · | -1.1% | 3.4% | 1.0% | · | -0.49% | |
| ROIC | 4.6% | 2.8% | · | 0.13% | 5.1% | 4.0% | · | -0.64% | 4.0% | 2.2% | · | -0.74% | 3.4% | 1.5% | · | -0.43% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.3 | 0.4 | 0.4 | · | 0.3 | |
| Quick Ratio | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.2 |
Eficiencia 2
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.3 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 22.5 | 23.1 | · | 19.7 | 21.8 | 22.1 | · | 18.2 | 14.4 | 19.3 | · | 16.7 | 12.5 | 15.5 | · | 14.1 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2023 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2022 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.44B | $1.40B | · | $1.37B | $1.39B | $1.36B | · | $1.33B | $1.36B | $1.35B | · | $1.32B | $1.33B | $1.28B | · | $1.22B | |
| Net Income TTM | $50M | $45M | · | $33M | $50M | $35M | · | $18M | $33M | $19M | · | $10M | $14M | $4M | · | $-2M | |
| Market Cap | $1.29B | $739M | · | $648M | $1.02B | $802M | · | $754M | $855M | $827M | · | $526M | $764M | $674M | · | $553M | |
| P/E | 26.9 | 17.7 | · | 21.2 | 21.4 | 24.0 | · | 43.9 | 26.8 | 43.7 | · | 53.5 | 55.0 | 191.0 | · | -263.1 | |
| P/S | 0.9 | 0.5 | · | 0.5 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.4 | 0.6 | 0.5 | · | 0.5 | |
| P/B | 3.2 | 2.0 | · | 1.8 | 2.6 | 2.2 | · | 2.0 | 2.2 | 2.2 | · | 1.5 | 2.1 | 1.9 | · | 1.6 | |
| P / Tangible Book | 3.3 | 2.0 | · | 1.8 | 2.7 | 2.2 | · | 2.0 | 2.2 | 2.2 | · | 1.5 | 2.1 | 1.9 | · | 1.7 | |
| P / Cash Flow | · | 17.2 | · | · | · | 173.5 | · | · | · | 37.0 | · | · | · | 21.1 | · | · | |
| P / FCF | · | 27.2 | · | · | · | -66.5 | · | · | · | 1846.6 | · | · | · | 136.7 | · | · | |
| Earnings Yield | 3.7% | 5.6% | · | 4.7% | 4.7% | 4.2% | · | 2.3% | 3.7% | 2.3% | · | 1.9% | 1.8% | 0.52% | · | -0.38% | |
| Payout Ratio | · | · | · | · | · | 0.00% | · | · | · | 0.06% | · | · | · | 0.40% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-30 | 2024-12-31 | 2024-01-02 | 2023-01-03 | 2021-12-28 | |
|---|---|---|---|---|---|
| Ingresos | $1.40B | $1.36B | $1.33B | $1.28B | $1.09B |
| Margen Operativo % | 3.3% | 1.0% | 1.0% | -0.43% | -1.5% |
| Beneficio neto | $49M | $17M | $20M | $4M | $-4M |
| EPS Diluido | $2.16 | $0.70 | $0.82 | $0.17 | $-0.16 |
Balance general
| 2025-12-30 | 2024-12-31 | 2024-01-02 | 2023-01-03 | 2021-12-28 | |
|---|---|---|---|---|---|
| Ratio corriente | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 |
| Ratio Rápido | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 |
Flujo de Efectivo
| 2025-12-30 | 2024-12-31 | 2024-01-02 | 2023-01-03 | 2021-12-28 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $41M | $25M | $7M | $-27M | $22M |
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Propietarios institucionales (13F) 205 declarantes · $859.2M 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 41 (+3 vs trimestre anterior) | 30 (+6 vs trimestre anterior) | 55 (-13 vs trimestre anterior) | 64 (+17 vs trimestre anterior) | +2.6M |
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 | $111 009 611 | 1 827 770 | 12,92% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $64 011 714 | 1 053 951 | 7,45% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $62 646 816 | 1 031 478 | 7,29% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $54 208 781 | 892 546 | 6,31% | Acciones |
| STATE STREET CORP | $48 461 186 | 797 912 | 5,64% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $46 075 940 | 758 639 | 5,36% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $39 374 440 | 648 299 | 4,58% | Acciones |
| Woodline Partners LP | $31 552 561 | 519 512 | 3,67% | Acciones |
| EMERALD ADVISERS, LLC | $31 191 917 | 513 574 | 3,63% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $27 358 674 | 450 368 | 3,18% | Acciones |
| FMR LLC | $25 783 708 | 424 528 | 3,00% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $25 595 490 | 421 429 | 2,98% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22 780 075 | 375 073 | 2,65% | Acciones |
| CRAMER ROSENTHAL MCGLYNN LLC | $21 175 622 | 348 656 | 2,46% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $19 591 471 | 322 573 | 2,28% | Acciones |
| Driehaus Capital Management LLC | $19 244 249 | 316 856 | 2,24% | Acciones |
| Balyasny Asset Management L.P. | $18 855 181 | 310 450 | 2,19% | Acciones |
| Divisadero Street Capital Management, LP | $15 938 139 | 262 421 | 1,85% | Acciones |
| GOLDMAN SACHS GROUP INC | $9 090 147 | 149 669 | 1,06% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8 928 470 | 147 007 | 1,04% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $8 801 595 | 144 918 | 1,02% | Acciones |
| Meros Investment Management, LP | $8 715 047 | 143 493 | 1,01% | Acciones |
| Rockefeller Capital Management L.P. | $8 306 726 | 136 770 | 0,97% | Acciones |
| BURNEY CO/ | $7 668 888 | 126 268 | 0,89% | Acciones |
| Hudson Bay Capital Management LP | $6 393 817 | 105 274 | 0,74% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $6 142 191 | 101 131 | 0,71% | Acciones |
| Empowered Funds, LLC | $5 891 720 | 97 007 | 0,69% | Acciones |
| Trexquant Investment LP | $5 830 621 | 96 001 | 0,68% | Acciones |
| VANGUARD GROUP INC | $5 446 695 | 138 241 | 0,63% | Acciones |
| Public Sector Pension Investment Board | $4 387 922 | 72 247 | 0,51% | Acciones |
| Bank of New York Mellon Corp | $3 929 555 | 64 700 | 0,46% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 386 280 | 55 755 | 0,39% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 161 948 | 90 084 | 0,37% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $3 123 297 | 51 425 | 0,36% | Acciones |
| RHUMBLINE ADVISERS | $3 028 715 | 49 868 | 0,35% | Acciones |
| BlackRock, Inc. | $2 497 302 | 41 118 | 0,29% | Acciones |
| PRUDENTIAL FINANCIAL INC | $2 421 730 | 39 877 | 0,28% | Acciones |
| Fisher Asset Management, LLC | $2 315 096 | 38 118 | 0,27% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $2 218 467 | 36 527 | 0,26% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 083 757 | 34 309 | 0,24% | Acciones |
| Swiss National Bank | $2 028 549 | 33 400 | 0,24% | Acciones |
| MARSHALL WACE, LLP | $1 947 490 | 32 068 | 0,23% | Acciones |
| Legal & General Group Plc | $1 947 407 | 32 064 | 0,23% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $1 712 727 | 28 200 | 0,20% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $1 689 284 | 27 814 | 0,20% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 550 504 | 25 529 | 0,18% | Acciones |
| Polymer Capital Management (US) LLC | $1 529 550 | 25 184 | 0,18% | Acciones |
| Blueshift Asset Management, LLC | $1 505 013 | 24 780 | 0,18% | Acciones |
| Vestmark Advisory Solutions, Inc. | $1 480 782 | 24 381 | 0,17% | Acciones |
| Quantinno Capital Management LP | $1 463 957 | 24 104 | 0,17% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 457 822 | 24 003 | 0,17% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 427 273 | 23 500 | 0,17% | Acciones |
| CIBC WORLD MARKETS CORP | $1 313 399 | 33 335 | 0,15% | Acciones |
| NOMURA HOLDINGS INC | $1 286 914 | 21 189 | 0,15% | Acciones |
| VARCOV Co. | $1 257 579 | 20 706 | 0,15% | Acciones |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1 232 921 | 20 300 | 0,14% | Acciones |
| MORGAN STANLEY | $1 225 754 | 20 182 | 0,14% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 220 227 | 20 091 | 0,14% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1 154 208 | 19 004 | 0,13% | Acciones |
| D. E. Shaw & Co., Inc. | $1 153 904 | 18 999 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 117 616 | 18 400 | 0,13% | Opción de compra |
| Engineers Gate Manager LP | $1 047 071 | 17 240 | 0,12% | Acciones |
| Horizon Investments, LLC | $1 041 752 | 17 151 | 0,12% | Acciones |
| Aquatic Capital Management LLC | $1 002 310 | 16 503 | 0,12% | Acciones |
| ARMISTICE CAPITAL, LLC | $951 475 | 15 666 | 0,11% | Acciones |
| WELLS FARGO & COMPANY/MN | $925 237 | 15 234 | 0,11% | Acciones |
| WINTON GROUP Ltd | $746 494 | 12 291 | 0,09% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $721 653 | 11 882 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $694 140 | 11 429 | 0,08% | Acciones |
| XTX Topco Ltd | $692 986 | 11 410 | 0,08% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $692 769 | 19 737 | 0,08% | Acciones |
| Nuveen, LLC | $668 692 | 11 010 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $663 226 | 10 920 | 0,08% | Acciones |
| BARCLAYS PLC | $659 157 | 10 853 | 0,08% | Acciones |
| CITADEL ADVISORS LLC | $628 425 | 10 347 | 0,07% | Acciones |
| Verition Fund Management LLC | $625 206 | 10 294 | 0,07% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $590 283 | 9 719 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $558 762 | 9 200 | 0,07% | Acciones |
| State of Tennessee, Department of Treasury | $552 628 | 9 099 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $540 299 | 8 896 | 0,06% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $534 468 | 8 800 | 0,06% | Acciones |
| LPL Financial LLC | $526 754 | 8 673 | 0,06% | Acciones |
| JANE STREET GROUP, LLC | $522 321 | 8 600 | 0,06% | Opción de compra |
| Vanguard Global Advisers, LLC | $509 749 | 8 393 | 0,06% | Acciones |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $486 852 | 8 016 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $485 880 | 8 000 | 0,06% | Opción de venta |
| Invesco Ltd. | $466 566 | 7 682 | 0,05% | Acciones |
| TWO SIGMA ADVISERS, LP | $449 160 | 11 400 | 0,05% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $436 685 | 7 190 | 0,05% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $419 132 | 6 901 | 0,05% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $418 586 | 10 624 | 0,05% | Acciones |
| CITADEL ADVISORS LLC | $394 778 | 6 500 | 0,05% | Opción de compra |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $394 717 | 6 499 | 0,05% | Acciones |
| State of Wyoming | $392 591 | 6 464 | 0,05% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $378 561 | 6 233 | 0,04% | Acciones |
| Somerset Trust Co | $359 126 | 5 913 | 0,04% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $348 376 | 5 736 | 0,04% | Acciones |
| Sanctuary Advisors, LLC | $316 915 | 5 218 | 0,04% | Acciones |
| UBS Group AG | $310 356 | 5 110 | 0,04% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $305 679 | 5 033 | 0,04% | Acciones |
Informantes de la empresa 58 insiders · 28 directivos · 20 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Lyle Tick | CEO & President | 28 de julio de 2026 F | 36 575 | 0 | 0 | $0 |
| Joshua Todd Wilson | EVP & Chief Financial Officer | 15 de enero de 2026 A | 12 789 | 0 | 0 | $0 |
| Thomas Houdek | CFO | 15 de enero de 2025 A | 18 470 | 0 | 0 | $0 |
| Louis M. Mucci | Chief Financial Officer | 8 de agosto de 2005 M | 0 | 0 | 0 | $0 |
| Christopher P Pinsak | EVP & Chief Operating Officer | 18 de febrero de 2026 F | 17 144 | 0 | 0 | $0 |
| Birju Prakash Amin | EVP & Chief Technology Officer | 15 de julio de 2026 A | 3 010 | 0 | 0 | $0 |
| Monika Saxena | EVP & Brand President | 15 de julio de 2026 A | 4 300 | 0 | 0 | $0 |
| Allison Van Ashley | Sr. Vice President Accounting | 15 de julio de 2026 A | 2 580 | 0 | 0 | $0 |
| Thomas Michael Kowalski | Chief Supply Chain Officer | 15 de julio de 2026 F | 8 066 | 0 | 0 | $0 |
| Jennifer Anne Jaffe | EVP & Chief People Officer | 15 de julio de 2026 F | 10 611 | 0 | 0 | $0 |
| Brian S Krakower | EVP & Chief Info. Officer | 18 de junio de 2026 M | 4 721 | 0 | 6 | $-975 979 |
| Heidi Rogers | SVP & Chief Marketing Officer | 12 de junio de 2026 M | 9 265 | 0 | 2 | $-309 961 |
| Alex Puchner | Sr. Vice President Brewing Ops | 18 de febrero de 2026 F | 15 785 | 0 | 1 | $-62 023 |
| Jacob Guild | Sr VP & CAO | 19 de agosto de 2025 S | 3 803 | 0 | 1 | $-338 091 |
| Putnam Shin | Chief Growth & Innovation | 15 de enero de 2025 F | 15 158 | 0 | 0 | $0 |
| Amy B Krallman | EVP & Chief People Officer | 15 de enero de 2025 F | 11 284 | 0 | 0 | $0 |
| Kevin E. Mayer | ExecVP/Chief Marketing Officer | 9 de febrero de 2022 F | 8 584 | 0 | 0 | $0 |
| Lon Ledwith | Executive VP, Operations | 9 de febrero de 2022 F | 17 764 | 0 | 0 | $0 |
| John D Allegretto | Chief Supply Chain Officer | 11 de marzo de 2016 M | 0 | 0 | 0 | $0 |
| Wayne L. Jones | Exec VP,Chief Rest. Ops Ofcer | 6 de noviembre de 2014 M | 0 | 0 | 0 | $0 |
| Matthew D Hood | Chief Marketing Officer | 4 de enero de 2014 F | 15 986 | 0 | 0 | $0 |
| John A Johnson | Chief Information Officer | 4 de enero de 2013 F | 3 829 | 0 | 0 | $0 |
| Matthew J. Kimble | Chief Human Resources Officer | 4 de mayo de 2010 S | 11 548 | 0 | 0 | $0 |
| MOTENKO PAUL A | VP | 27 de agosto de 2008 M | 193 678 | 0 | 0 | $0 |
| Jeremiah J Hennessy | VP | 27 de agosto de 2008 M | 173 828 | 0 | 0 | $0 |
| Thomas F Norton | Chief Human Resources Officer | 2 de enero de 2008 A | 0 | 0 | 0 | $0 |
| Dean Gerrie | Chief Design Officer | 26 de febrero de 2007 M | 21 775 | 0 | 0 | $0 |
| William J Streitberger | Chief Human Resource Officer | 22 de febrero de 2005 A | — | 0 | 0 | $0 |
| Julius Robinson | Consejero | 18 de junio de 2026 A | 17 838 | 0 | 0 | $0 |
| Bina Chaurasia | Consejero | 18 de junio de 2026 A | 20 999 | 0 | 0 | $0 |
| Janet Sherlock | Consejero | 18 de junio de 2026 A | 26 199 | 0 | 0 | $0 |
| Lea Anne Ottinger | Consejero | 18 de junio de 2026 M | 44 134 | 0 | 1 | $-149 372 |
| DAL POZZO JAMES | Consejero | 18 de junio de 2026 A | 30 092 | 0 | 0 | $0 |
| Greg Trojan | Consejero | 19 de junio de 2025 A | 22 643 | 0 | 0 | $0 |
| Larry D Bouts | Consejero | 15 de enero de 2024 A | 31 627 | 0 | 0 | $0 |
| Gerald W Deitchle | Consejero | 15 de enero de 2024 F | 14 887 | 0 | 0 | $0 |
| Peter A Bassi | Consejero | 15 de enero de 2024 A | 24 083 | 0 | 0 | $0 |
| Keith Pascal | Consejero | 15 de enero de 2023 A | 13 265 | 0 | 0 | $0 |
| Patrick Walsh | Consejero | 15 de enero de 2022 A | 43 077 | 0 | 0 | $0 |
| Wesley A. Nichols | Consejero | 15 de enero de 2018 A | 7 679 | 0 | 0 | $0 |
| Mark Allen Mceachen | Consejero | 15 de enero de 2016 A | 3 465 | 0 | 0 | $0 |
| William L. Hyde | Consejero | 30 de enero de 2014 M | 17 000 | 0 | 0 | $0 |
| John F Grundhofer | Consejero | 15 de enero de 2014 A | 2 511 | 0 | 0 | $0 |
| Henry Gomez | Consejero | 15 de enero de 2013 A | 0 | 0 | 0 | $0 |
| Shann Brassfield | Consejero | 11 de marzo de 2010 M | 0 | 0 | 0 | $0 |
| Steven C Leonard | Consejero | 8 de octubre de 2004 M | 0 | 0 | 0 | $0 |
| Luxor Capital Group, LP | Propietario del 10% | 7 de marzo de 2016 S | — | 0 | 0 | $0 |
| William H Tilley | Propietario del 10% | 27 de diciembre de 2012 G | 120 000 | 0 | 0 | $0 |
| Jerry Brassfield | Propietario del 10% | 30 de marzo de 2009 X | 769 466 | 0 | 0 | $0 |
| Noah A. Elbogen | — | 10 de agosto de 2026 S | 71 655 | 0 | 3 | $-973 458 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 15 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 |
|---|---|---|---|---|---|
| BJ's Act III, LLC, Act III Holdings, LLC, Ronald M. Shaich ×6 presentaciones | 5 de agosto de 2026 | 1,60% | Enmienda | — | SEC |
| PW Partners Atlas Fund IV LP, PW Partners Atlas Fund LP, PW Partners Atlas Funds, LLC, PW Partners, LLC, PW Partners Capital Management LLC, Walsh Patrick ×3 presentaciones | 1 de julio de 2026 | 2,60% | Enmienda | — | SEC |
| Fund 1 Investments, LLC ×10 presentaciones | 29 de abril de 2025 | 4,69% | Enmienda | — | SEC |
| BJ’s Act III, LLC, Act III Holdings, LLC, Ronald M. Shaich ×3 presentaciones | 20 de abril de 2023 | — | Presentación inicial | — | SEC |
| Luxor Capital Partners, LP, Luxor Wavefront, LP, Luxor Capital Partners Offshore Master Fund, LP, Luxor Capital Partners Offshore, Ltd., Thebes Offshore Master Fund, LP, Thebes Partners Offshore, Ltd., LCG Holdings, LLC, Luxor Capital Group, LP, Luxor Management, LLC, Christian Leone ×5 presentaciones | 9 de marzo de 2016 | — | Presentación inicial | — | SEC |
| PW Partners Atlas Fund II LP, PW Partners Atlas Fund III LP, PW Partners Atlas Fund LP, PW Partners Atlas Funds, LLC, PW Partners Master Fund (QP) LP, PW Partners, LLC, PW Partners Capital Management LLC, Patrick Walsh ×10 presentaciones | 29 de febrero de 2016 | — | Presentación inicial | — | SEC |
| The Jacmar Companies, William Tilley Marital Trust, James A. Dal Pozzo ×3 presentaciones | 8 de septiembre de 2015 | — | Presentación inicial | Inversión pasiva | SEC |
| BJ Chicago, LLC, The Jacmar Companies, William H. Tilley, James A. Dal Pozzo | 10 de mayo de 2005 | — | Presentación inicial | Inversión pasiva | SEC |
| Golden Resorts, Inc., Jerry G. Brassfield, Shann M. Brassfield | 9 de mayo de 2005 | — | Presentación inicial | Inversión pasiva | SEC |
| BJ Chicago, LLC IRS No., Golden Resorts, Inc. IRS No., The Jacmar Companies IRS No., William H. Tilley (2), James A. Dal Pozzo (2), Jerry G. Brassfield (2), Shann M. Brassfield (2) ×3 presentaciones | 22 de enero de 2004 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 14 de mayo de 2001 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 14 de mayo de 2001 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 29 de enero de 2001 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 29 de enero de 2001 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 25 de enero de 2001 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 62 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 |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 0,97% | 7 473 NS | 30 de abril de 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,56% | 1 956 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,31% | 65 584 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,15% | 841 704 NS | 31 de mayo de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,13% | 37 787 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,11% | 44 745 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 3 824 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,09% | 2 481 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,09% | 3 279 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,09% | 103 500 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,08% | 1 282 221 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,08% | 24 528 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 45 878 NS | 31 de mayo de 2026 | N-PORT |
| IJT · iShares Trust | 0,07% | 87 911 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,07% | 73 363 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 13 359 NS | 31 de mayo de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,06% | 11 258 SH | 8 de agosto de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,06% | 64 243 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,06% | 122 801 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,05% | 14 374 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 93 111 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,05% | 163 691 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,04% | 252 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,04% | 494 341 SH | 8 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 0,04% | 10 536 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 111 131 SH | 8 de agosto de 2026 | Diario |
| FDIS · FIDELITY COVINGTON TRUST | 0,04% | 17 626 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 55 965 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,03% | 57 153 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,02% | 899 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 8 301 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,02% | 3 061 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 102 856 NS | 31 de mayo de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 131 325 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 5 156 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,02% | 813 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,02% | 1 941 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,02% | 2 737 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,02% | 69 650 NS | 30 de abril de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,02% | 962 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 1 521 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 703 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 241 340 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 459 192 SH | 8 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,01% | 145 373 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,01% | 711 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 645 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 16 995 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 58 685 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 803 NS | 31 de mayo de 2026 | N-PORT |