BJRI BJ's Restaurants, Inc. - Common Stock

NASDAQ · Hotels, Restaurants & Leisure · Ver en SEC EDGAR ↗
$65,97
Precio · Ago 18, 2026
Fundamentales a fecha de Jul 31, 2026

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 ↗

Wikidata ↗

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

Precio
$65.97
Capitalización Bursátil
$1.39B
P/E (TTM)
30.5
BPA (TTM)
$2.16
Ingresos (TTM)
$1.40B
Rendimiento div.
0.00%
ROE
13.0%
Deuda/Capital
Rango 52S
$28 – $75

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

Ingresos y Beneficio Neto $1.40B
9-point trend, +35.6%
2018-01-02 2025-12-30
BPA $2.16
9-point trend, +4.9%
2018-01-02 2025-12-30
Flujo de caja libre $41M
8-point trend, +12.7%
2018-01-02 2025-12-30
Márgenes 3.5%

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

Métrica
Tendencia a 5 años
BJRI
Mediana de Pares
P/E (TTM)
5-point trend, +108.2%
30.5
33.6
P/S (TTM) (P/V (TTM))
5-point trend, -21.9%
1.0
1.1
P/B (P/C)
5-point trend, -8.4%
3.8
6.6
Price / FCF (Precio / FCF)
5-point trend, -45.7%
34.1

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
BJRI
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, +317.8%
3.3%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +1157.6%
3.5%
3.6%
ROA
5-point trend, +1497.1%
4.8%
3.8%
ROE
5-point trend, +1300.9%
13.0%
15.0%
ROIC
5-point trend, +1505.4%
13.1%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
BJRI
Mediana de Pares
Current Ratio (Ratio corriente)
5-point trend, -11.9%
0.4
1.0
Quick Ratio (Ratio Rápido)
5-point trend, -33.4%
0.2

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
BJRI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +28.7%
3.1%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +28.7%
2.9%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +28.7%
12.4%
EPS YoY (EPS interanual)
5-point trend, +1450.0%
208.6%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +1453.5%
192.5%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
BJRI
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +1450.0%
$2.16

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
BJRI
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, +100.0%
0.00%

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

Rendimiento por Dividendo
0.00%
Ratio de Pago
0.00%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
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 16 analistas
  • 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 · 2026-08-14
Objetivo mediano $75.00 +13,7%
Objetivo medio $75.38 +14,3%

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

Sorpresa Media
0.07%
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
Datos anuales de Estado de resultados para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +65.5% $1.40B $1.36B $1.33B $1.28B $1.09B $779M $1.16B $1.12B $1.03B $993M $920M $846M
Cost of Revenue 12-point trend, +65.9% $353M $351M $347M $350M $288M $196M $295M $282M $269M $251M $227M $213M
SG&A Expense 12-point trend, +76.5% $91M $88M $82M $73M $68M $55M $63M $60M $55M $55M $54M $52M
Operating Expenses 12-point trend, +67.0% $1.35B $1.34B $1.32B $1.29B $1.10B $865M $1.11B $1.06B $994M $931M $857M $810M
Operating Income 12-point trend, +30.7% $46M $14M $14M $-5M $-17M $-86M $49M $58M $38M $62M $63M $35M
Other Non-op 12-point trend, +399.4% $6M $-331.0K $1M $60.0K $2M $1M $2M $-735.0K $2M $1M $60.0K $1M
Pretax Income 12-point trend, +30.0% $47M $8M $10M $-8M $-19M $-90M $46M $52M $35M $61M $62M $36M
Income Tax 12-point trend, -117.6% $-2M $-8M $-10M $-12M $-16M $-32M $1M $1M $-9M $16M $17M $9M
Net Income 12-point trend, +78.2% $49M $17M $20M $4M $-4M $-58M $45M $51M $45M $46M $45M $27M
EPS (Basic) 12-point trend, +124.2% $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) 12-point trend, +122.7% $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) 12-point trend, -20.7% 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) 12-point trend, -20.1% 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 11-point trend, +35.3% $123M $87M $85M $65M $56M $-13M · $128M $107M $126M $122M $91M
Balance general 25
Datos anuales de Balance general para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -22.5% $24M $26M $29M $25M $39M $52M $22M $29M $24M $23M $35M $31M
Receivables 12-point trend, -2.2% $18M $20M $19M $29M $29M $24M $22M $31M $14M $15M $25M $19M
Prepaid Expense 12-point trend, +112.8% $20M $20M $21M $17M $12M $9M $9M $8M $12M $11M $7M $9M
Current Assets 12-point trend, -7.9% $75M $80M $83M $82M $91M $95M $65M $78M $60M $59M $93M $81M
PP&E (Net) 12-point trend, -7.2% $502M $511M $525M $507M $506M $535M $584M $583M $590M $601M $562M $541M
PP&E (Gross) 12-point trend, +77.3% $1.43B $1.39B $1.34B $1.27B $1.21B $1.18B $1.15B $1.09B $1.05B $983M $887M $807M
Accum. Depreciation 12-point trend, +218.8% $930M $877M $810M $792M $729M $661M $585M $524M $465M $405M $346M $292M
Goodwill Flat — no change across 12 periods $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M
Intangibles $129.0K · · · · · · · · · · ·
Other Non-current Assets 12-point trend, +143.4% $48M $43M $41M $40M $43M $43M $36M $29M $29M $27M $22M $20M
Total Assets 12-point trend, +56.9% $1.02B $1.04B $1.06B $1.05B $1.04B $1.06B $1.07B $695M $684M $691M $682M $647M
Accounts Payable 12-point trend, +11.5% $38M $51M $61M $60M $49M $38M $23M $37M $25M $31M $33M $34M
Accrued Liabilities 12-point trend, +45.0% $105M $105M $101M $97M $112M $103M $103M $114M $97M $95M $84M $73M
Current Liabilities 12-point trend, +75.4% $188M $196M $199M $197M $200M $178M $158M $150M $123M $126M $117M $107M
Capital Leases 7-point trend, -19.3% $362M $394M $414M $433M $436M $457M $448M · · · · ·
Deferred Tax 6-point trend, -48.3% · · · · · · $20M $16M $20M $38M $47M $39M
Other Non-current Liabilities 12-point trend, -17.2% $15M $14M $11M $11M $15M $14M $12M $35M $33M $21M $20M $18M
Total Liabilities 12-point trend, +117.6% $649M $671M $693M $700M $701M $766M $782M $386M $425M $416M $365M $298M
Long-term Debt 12-point trend, +46.6% $85M $66M $68M $60M $50M $117M $143M $95M $164M $148M $100M $58M
Common Stock 7-point trend, -100.0% · · · · · $0 $0 $0 $0 $0 $7M $94M
Paid-in Capital · · · · · · · · · · · $54M
Retained Earnings 12-point trend, +45.2% $291M $292M $289M $271M $261M $222M $223M $245M $190M $209M $246M $201M
Stockholders' Equity 12-point trend, +5.0% $366M $370M $366M $346M $334M $294M $290M $309M $259M $275M $316M $349M
Liabilities + Equity 12-point trend, +56.9% $1.02B $1.04B $1.06B $1.05B $1.04B $1.06B $1.07B $695M $684M $691M $682M $647M
Shares Outstanding 12-point trend, -19.5% 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
Datos anuales de Flujo de Efectivo para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +38.2% $77M $73M $71M $70M $73M $73M $72M $70M $69M $64M $59M $55M
Stock-based Comp 12-point trend, +67.1% $8M $9M $11M $10M $10M $10M $9M $8M $7M $6M $5M $5M
Deferred Tax 12-point trend, -212.8% $-5M $-12M $-12M $-13M $-19M $-26M $-3M $-3M $-16M $7M $5M $4M
Other Non-cash 11-point trend, -325.4% $-18M $16M $16M $-20M $3M $42M · $6M $3M $16M $12M $8M
Operating Cash Flow 12-point trend, +10.5% $111M $101M $106M $51M $64M $41M $116M $133M $107M $138M $127M $100M
CapEx 12-point trend, -21.0% $70M $77M $99M $79M $42M $43M $82M $61M $71M $109M $86M $88M
Investing Cash Flow 10-point trend, +33.7% $-70M $-77M $-99M $-72M $-42M $-36M $-78M $-55M $-53M $-105M · ·
Stock Issued 2-point trend, -57.1% · · · · $29M $67M · · · · · ·
Stock Repurchased 11-point trend, -32.2% $68M $25M $11M $2M · $15M $83M $20M $67M $95M $96M $100M
Net Stock Activity 11-point trend, +32.2% $-68M $-25M $-11M $-2M $29M $52M · $-20M $-67M $-95M $-96M $-100M
Dividends Paid 9-point trend, -100.0% $0 $0 $32.0K $100.0K $118.0K $150.0K $10M $9M $2M · · ·
Financing Cash Flow 10-point trend, +4.6% $-43M $-28M $-3M $7M $-35M $24M $-45M $-73M $-53M $-45M · ·
Net Change in Cash 12-point trend, -130.1% $-2M $-3M $4M $-14M $-13M $29M $-7M $5M $2M $-12M $4M $8M
Taxes Paid 12-point trend, -3.8% $5M $3M $-729.0K $543.0K $389.0K $1M $5M $10M $5M $7M $12M $5M
Free Cash Flow 11-point trend, +243.3% $41M $25M $7M $-27M $22M $-3M · $72M $36M $29M $41M $12M
Rentabilidad 7
Datos anuales de Rentabilidad para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, -21.0% 3.3% 1.0% 1.0% -0.43% -1.5% -11.1% · 5.1% 3.7% 6.2% 6.9% 4.2%
Net Margin 11-point trend, +7.7% 3.5% 1.2% 1.5% 0.32% -0.33% -7.4% · 4.5% 4.3% 4.6% 4.9% 3.2%
Pretax Margin 11-point trend, -21.4% 3.4% 0.61% 0.76% -0.65% -1.8% -11.6% · 4.7% 3.4% 6.2% 6.8% 4.3%
EBITDA Margin 11-point trend, -18.2% 8.8% 6.4% 6.4% 5.1% 5.2% -1.7% · 11.5% 10.3% 12.7% 13.3% 10.7%
ROA 11-point trend, +8.9% 4.8% 1.6% 1.9% 0.39% -0.34% -5.4% · 7.4% 6.5% 6.6% 6.8% 4.4%
ROE 11-point trend, +77.7% 13.0% 4.5% 5.4% 1.2% -1.1% -19.2% · 16.4% 16.8% 15.4% 13.6% 7.3%
ROIC 11-point trend, +70.6% 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
Datos anuales de Liquidez y Solvencia para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 11-point trend, -47.5% 0.4 0.4 0.4 0.4 0.5 0.5 · 0.5 0.5 0.6 0.8 0.8
Quick Ratio 11-point trend, -51.4% 0.2 0.2 0.2 0.3 0.3 0.4 · 0.4 0.3 0.3 0.5 0.5
Eficiencia 2
Datos anuales de Eficiencia para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +1.2% 1.4 1.3 1.3 1.2 1.0 0.7 · 1.6 1.5 1.4 1.4 1.3
Receivables Turnover 11-point trend, +34.7% 72.1 68.1 55.5 44.5 41.3 34.0 · 49.6 72.2 49.6 41.6 53.6
Por Acción 7
Datos anuales de Por Acción para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +30.5% $17.34 $16.30 $15.78 $14.83 $14.32 · · $14.68 $12.63 $12.31 $12.83 $13.29
Revenue / Share 11-point trend, +107.1% $61.85 $57.11 $55.73 $54.26 $46.87 $36.79 · $51.75 $47.39 $40.98 $35.06 $29.86
Cash Flow / Share 11-point trend, +38.3% $4.89 $4.27 $4.42 $2.16 $2.77 $1.92 · $6.16 $4.92 $5.71 $4.85 $3.53
Cash / Share 10-point trend, -3.7% $1.13 $1.15 $1.25 $1.07 $1.65 · · $1.39 $1.19 $1.02 $1.40 $1.17
Dividend / Share 2-point trend, +309.1% · · · · · · · $0 $0 · · ·
Dividend Paid / Share 3-point trend, +345.5% · · · · · · $0 $0 $0 · · ·
EPS (TTM) 12-point trend, +122.7% $2.16 $0.70 $0.82 $0.17 $-0.16 $-2.74 $2.20 $2.35 $2.06 $1.88 $1.73 $0.97
Tasas de Crecimiento 7
Datos anuales de Tasas de Crecimiento para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -92.2% 3.1% 1.8% 3.8% 18.1% 39.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -85.2% 2.9% 7.7% 19.6% · · · · · · · · ·
Revenue CAGR 5Y 12.4% · · · · · · · · · · ·
EPS YoY 3-point trend, -45.5% 208.6% -14.6% 382.4% · · · · · · · · ·
EPS CAGR 3Y 133.3% · · · · · · · · · · ·
Net Income YoY 3-point trend, -49.7% 192.5% -15.1% 382.3% · · · · · · · · ·
Net Income CAGR 3Y 128.8% · · · · · · · · · · ·
Valoración (TTM) 13
Datos anuales de Valoración (TTM) para BJRI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +65.5% $1.40B $1.36B $1.33B $1.28B $1.09B $779M $1.16B $1.12B $1.03B $993M $920M $846M
Net Income TTM 12-point trend, +78.2% $49M $17M $20M $4M $-4M $-58M $45M $51M $45M $46M $45M $27M
Market Cap 10-point trend, -36.6% $837M $798M $818M $626M $832M · · $1.06B $753M $853M $1.10B $1.32B
P/E 12-point trend, -64.6% 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 10-point trend, -61.7% 0.6 0.6 0.6 0.5 0.8 · · 1.0 0.7 0.9 1.2 1.6
P/B 10-point trend, -39.6% 2.3 2.2 2.2 1.8 2.5 · · 3.4 2.9 3.1 3.5 3.8
P / Tangible Book 5-point trend, -8.5% 2.3 2.2 2.3 1.8 2.5 · · · · · · ·
P / Cash Flow 10-point trend, -42.6% 7.6 7.9 7.7 12.2 12.9 · · 8.0 7.0 6.2 8.7 13.2
P / FCF 10-point trend, -81.5% 20.5 32.5 118.1 -22.8 37.7 · · 14.8 20.7 29.4 26.8 110.7
Dividend Yield 7-point trend, -100.0% 0.00% 0.00% 0.00% 0.02% 0.01% · · 0.89% 0.30% · · ·
Earnings Yield 12-point trend, +182.4% 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 8-point trend, -100.0% 0.00% 0.00% 0.16% 2.5% -3.3% -0.26% · 18.7% 5.1% · · ·
Annual Payout 9-point trend, -100.0% $0 $0 $32.0K $100.0K $118.0K $150.0K $10M $9M $2M · · ·

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

Estado de resultados
2025-12-302024-12-312024-01-022023-01-032021-12-28
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
2025-12-302024-12-312024-01-022023-01-032021-12-28
Ratio corriente 0.40.40.40.40.5
Ratio Rápido 0.20.20.20.30.3
Flujo de Efectivo
2025-12-302024-12-312024-01-022023-01-032021-12-28
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.

Actividad institucional — Q2 2026 vs trimestre anterior
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