CACC Credit Acceptance Corporation - Common Stock
$581,39
Precio · Ago 20, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$402–$669
67% of range
Calificación del Analista
HOLD
8 analysts
Precio Objetivo
$637
+10% upside
P/E (TTM)
15.6
ROE
27.5%
Margen de Beneficio Neto
18.3%
CACC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$581.39
Capitalización Bursátil
$6.06B
P/E (TTM)
15.6
BPA (TTM)
$36.38
Ingresos (TTM)
$2.32B
Rendimiento div.
—
ROE
27.5%
Deuda/Capital
—
Rango 52S
$402 – $669
CACC Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$2.32B
2016-12-31
→
2025-12-31
BPA
$36.38
2016-12-31
→
2025-12-31
Flujo de caja libre
$1.05B
2016-12-31
→
2025-12-31
Márgenes
18.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
CACC
Mediana de Pares
P/E (TTM)
15.6
15.7
P/S (TTM) (P/V (TTM))
2.6
2.5
P/B (P/C)
4.0
3.0
Price / FCF (Precio / FCF)
5.8
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
CACC
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
18.3%
14.1%
ROA
4.9%
3.4%
ROE
27.5%
19.5%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
CACC
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
CACC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
7.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
8.1%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
6.8%
—
EPS YoY (EPS interanual)
83.0%
—
Net Income YoY (Beneficio Neto interanual)
71.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
CACC
Mediana de Pares
CACC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
8 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 5 62,5%
- Venta 1 12,5%
- Venta fuerte 2 25,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-15
Mediana
$650.00
Media
$636.67
← Por Debajo de Todos los Objetivos
$581.39
Mín
$600.00
Máx
$660.00
Objetivo mediano
$650.00
+11,8%
Objetivo medio
$636.67
+9,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.57%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $12.12 | $12.09 | 0.03% |
| 31 de marzo de 2026 | $10.71 | $10.73 | -0.02% |
| 31 de diciembre de 2025 | $8.92 | $10.21 | -1.3% |
| 30 de septiembre de 2025 | $9.30 | $9.64 | -0.34% |
| 30 de junio de 2025 | $8.56 | $9.87 | -1.3% |
| 31 de marzo de 2025 | $9.35 | $9.86 | -0.51% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CACC | $4.74B | 12.2 | 7.2% | 18.3% | 27.5% | — |
| SOFI | $33.26B | 67.1 | 23.1% | 77.7% | 5.5% | — |
| ALLY | $13.97B | 19.1 | -3.3% | 10.8% | 5.7% | — |
| FCFS | $7.01B | 21.5 | 8.0% | 9.0% | 15.3% | 50.3% |
| FIGR | $0 | 92.8 | 48.7% | 26.4% | 16.9% | — |
| OMF | $7.92B | 10.3 | 8.9% | 16.0% | 23.3% | — |
| ENVA | $3.89B | 13.6 | 18.6% | 9.8% | 24.3% | 58.1% |
| SLM | $5.39B | 7.8 | 7.3% | 37.5% | 30.9% | — |
| NNI | — | 11.3 | 21.1% | 120.9% | 12.2% | — |
| DAVE | — | — | — | — | — | — |
| BFH | $3.26B | 6.8 | — | 12.8% | 16.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.32B | $2.16B | $1.90B | $1.83B | $1.86B | $1.67B | $1.49B | $1.29B | $1.11B | $969M | $825M | $724M | |
| SG&A Expense | $161M | $98M | $87M | $89M | $100M | $70M | $65M | $56M | $56M | $48M | $38M | $34M | |
| Operating Expenses | $600M | $502M | $459M | $426M | $384M | $1.12B | $633M | $531M | $526M | $438M | $351M | $303M | |
| Interest Expense | $463M | $420M | $266M | $167M | $164M | $192M | $196M | $157M | $120M | $98M | $76M | $57M | |
| Pretax Income | $565M | $330M | $368M | $712M | $1.26B | $550M | $856M | $755M | $584M | $531M | $474M | $421M | |
| Income Tax | $142M | $82M | $82M | $176M | $303M | $128M | $200M | $181M | $114M | $198M | $175M | $155M | |
| Net Income | $424M | $248M | $286M | $536M | $958M | $421M | $656M | $574M | $470M | $333M | $300M | $266M | |
| EPS (Basic) | $37.02 | $20.12 | $22.09 | $39.50 | $59.57 | $23.57 | $34.71 | $29.52 | $24.12 | $16.37 | $14.35 | $11.96 | |
| EPS (Diluted) | $36.38 | $19.88 | $21.99 | $39.32 | $59.52 | $23.47 | $34.57 | $29.39 | $24.04 | $16.31 | $14.28 | $11.92 | |
| Shares (Basic) | 11,451,578 | 12,323,261 | 12,953,424 | 13,563,885 | 16,085,823 | 17,858,935 | 18,900,256 | 19,446,067 | 19,497,719 | 20,331,769 | 20,891,695 | 22,257,104 | |
| Shares (Diluted) | 11,650,773 | 12,469,283 | 13,010,735 | 13,625,081 | 16,100,552 | 17,935,779 | 18,976,560 | 19,532,312 | 19,558,936 | 20,410,116 | 20,980,753 | 22,331,401 |
Balance general 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $23M | $344M | $13M | $8M | $23M | $16M | $187M | $26M | $8M | $15M | $6M | $6M | |
| PP&E (Net) | $13M | $15M | $46M | $51M | $57M | $59M | $60M | $40M | $20M | $18M | $19M | $21M | |
| PP&E (Gross) | $66M | $67M | $114M | $112M | $113M | $109M | $105M | $79M | $55M | $52M | $51M | $49M | |
| Accum. Depreciation | $54M | $52M | $68M | $60M | $55M | $50M | $45M | $39M | $35M | $34M | $32M | $28M | |
| Total Assets | $8.63B | $8.85B | $7.61B | $6.90B | $7.05B | $7.49B | $7.42B | $6.24B | $4.99B | $4.22B | $3.37B | $2.79B | |
| Accounts Payable | $400M | $316M | $319M | $261M | $175M | $187M | $206M | $186M | · | · | · | · | |
| Deferred Tax | $354M | $319M | $389M | $427M | $435M | $391M | $322M | $237M | $187M | $273M | $249M | $213M | |
| Total Liabilities | $7.11B | $7.11B | $5.86B | $5.28B | $5.23B | $5.19B | $5.07B | $4.25B | $3.45B | $3.04B | $2.44B | $2.08B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $1.75B | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $200.0K | $200.0K | $200.0K | $200.0K | $200.0K | $200.0K | $200.0K | |
| Retained Earnings | $1.12B | $1.41B | $1.48B | $1.38B | $1.63B | $2.14B | $2.20B | $1.84B | $1.39B | $1.04B | $827M | $613M | |
| AOCI | $1M | $-300.0K | $-1M | $-3M | $200.0K | $2M | $800.0K | $-300.0K | $-200.0K | $-200.0K | $-100.0K | $-100.0K | |
| Stockholders' Equity | $1.52B | $1.75B | $1.75B | $1.62B | $1.82B | $2.30B | $2.36B | $1.99B | $1.54B | $1.17B | $928M | $702M | |
| Liabilities + Equity | $8.63B | $8.85B | $7.61B | $6.90B | $7.05B | $7.49B | $7.42B | $6.24B | $4.99B | $4.22B | $3.37B | $2.79B | |
| Shares Outstanding | 10,680,143 | 12,048,151 | 12,522,397 | 12,756,885 | 14,145,888 | 17,092,432 | 18,352,779 | 18,972,558 | 19,310,049 | 19,877,381 | 20,132,972 | 20,597,671 |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $51M | $45M | $39M | $36M | $25M | $6M | $8M | $10M | $15M | $7M | $12M | $15M | |
| Deferred Tax | $35M | $-70M | $-38M | $-8M | $45M | $68M | $86M | $49M | $-86M | $24M | $36M | $56M | |
| Operating Cash Flow | $1.05B | $1.14B | $1.20B | $1.24B | $1.07B | $985M | $812M | $704M | $566M | $507M | $404M | $365M | |
| CapEx | $2M | $2M | $4M | $3M | $8M | $8M | $27M | $25M | $8M | $6M | $4M | $4M | |
| Investing Cash Flow | $-674M | $-1.72B | $-1.42B | $-461M | $437M | $-674M | $-1.02B | $-1.24B | $-872M | $-878M | $-640M | $-363M | |
| Stock Issued | $24M | $16M | $5M | $15M | $12M | $0 | $0 | · | · | · | · | · | |
| Stock Repurchased | $725M | $313M | $203M | $784M | $1.47B | $481M | $300M | $129M | $124M | $122M | $86M | $344M | |
| Net Stock Activity | $-702M | $-298M | $-197M | $-769M | $-1.46B | · | $-300M | $-129M | $-124M | $-122M | $-86M | $-344M | |
| Financing Cash Flow | $-725M | $957M | $266M | $-795M | $-1.47B | $-433M | $400M | $600M | $330M | $437M | $235M | $400.0K | |
| Net Change in Cash | $-344M | $374M | $53M | $-16M | $38M | $-122M | $188M | $66M | $24M | $66M | $-100.0K | $2M | |
| Taxes Paid | $279M | $104M | $32M | $73M | $213M | $142M | $172M | $169M | $175M | $111M | $147M | $100M | |
| Free Cash Flow | $1.05B | $1.14B | $1.20B | $1.24B | $1.06B | · | $786M | $679M | $558M | $502M | $400M | $361M | |
| Levered FCF | $706M | $820M | $992M | $1.11B | $937M | · | $635M | $560M | $461M | $440M | $352M | $325M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 18.3% | 11.5% | 15.0% | 29.2% | 51.6% | · | 44.1% | 44.6% | 42.4% | 34.3% | 36.3% | 36.8% | |
| Pretax Margin | 24.4% | 15.2% | 19.3% | 38.8% | 67.9% | · | 57.5% | 58.7% | 52.6% | 54.8% | 57.5% | 58.2% | |
| ROA | 4.9% | 3.0% | 3.9% | 7.7% | 13.2% | · | 9.6% | 10.2% | 10.2% | 8.8% | 9.7% | 9.7% | |
| ROE | 27.5% | 14.6% | 16.6% | 33.4% | 50.7% | · | 27.7% | 29.0% | 34.7% | 31.7% | 36.8% | 36.7% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.3 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.2% | 13.7% | 3.8% | -1.3% | 11.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.1% | 5.2% | 4.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 83.0% | -9.6% | -44.1% | -33.9% | 153.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -2.6% | -30.6% | -2.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 71.0% | -13.4% | -46.6% | -44.1% | 127.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -7.5% | -36.3% | -12.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 0.14% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.32B | $2.16B | $1.90B | $1.83B | $1.86B | $1.67B | $1.49B | $1.29B | $1.11B | $969M | $825M | $724M | |
| Net Income TTM | $424M | $248M | $286M | $536M | $958M | $421M | $656M | $574M | $470M | $333M | $300M | $266M | |
| Market Cap | $4.74B | $5.66B | $6.67B | $6.05B | $9.73B | · | $8.12B | $7.24B | $6.25B | $4.32B | $4.31B | $2.81B | |
| P/E | 12.2 | 23.6 | 24.2 | 12.1 | 11.6 | 14.7 | 12.8 | 13.0 | 13.5 | 13.3 | 15.0 | 11.4 | |
| P/S | 2.0 | 2.6 | 3.5 | 3.3 | 5.2 | · | 5.5 | 5.6 | 5.6 | 4.5 | 5.2 | 3.9 | |
| P/B | 3.1 | 3.2 | 3.8 | 3.7 | 5.3 | · | 3.4 | 3.6 | 4.1 | 3.7 | 4.6 | 4.0 | |
| P / Tangible Book | 3.1 | 3.2 | 3.8 | 3.7 | 5.3 | 2.6 | · | · | · | · | · | · | |
| P / Cash Flow | 4.5 | 5.0 | 5.5 | 4.9 | 9.1 | · | 10.0 | 10.3 | 11.0 | 8.5 | 10.7 | 7.7 | |
| P / FCF | 4.5 | 5.0 | 5.6 | 4.9 | 9.2 | · | 10.3 | 10.7 | 11.2 | 8.6 | 10.8 | 7.8 | |
| Earnings Yield | 8.2% | 4.2% | 4.1% | 8.3% | 8.7% | 6.8% | 7.8% | 7.7% | 7.4% | 7.5% | 6.7% | 8.7% |
Estado de resultados 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $587M | $580M | $580M | $582M | $584M | $571M | $566M | $550M | $538M | $508M | $492M | $479M | $478M | $454M | $459M | $460M | |
| SG&A Expense | $26M | $25M | $58M | $36M | $45M | $22M | $22M | $29M | $23M | $24M | $27M | $21M | $20M | $18M | $21M | $17M | |
| Operating Expenses | $134M | $141M | $162M | $147M | $156M | $136M | $122M | $129M | $124M | $126M | $114M | $110M | $117M | $117M | $104M | $103M | |
| Interest Expense | $107M | $108M | $114M | $116M | $118M | $115M | $111M | $111M | $104M | $92M | $79M | $70M | $63M | $54M | $49M | $42M | |
| Pretax Income | $169M | $175M | $157M | $149M | $118M | $142M | $192M | $106M | $-55M | $86M | $116M | $96M | $28M | $127M | $163M | $122M | |
| Income Tax | $33M | $39M | $35M | $41M | $30M | $35M | $40M | $28M | $-8M | $22M | $23M | $26M | $6M | $27M | $36M | $35M | |
| Net Income | $136M | $136M | $122M | $108M | $87M | $106M | $152M | $79M | $-47M | $64M | $94M | $71M | $22M | $100M | $127M | $87M | |
| EPS (Basic) | $12.97 | $12.64 | $11.06 | $9.62 | $7.55 | $8.79 | $12.38 | $6.42 | $-3.83 | $5.15 | $7.30 | $5.47 | $1.70 | $7.62 | $9.96 | $6.53 | |
| EPS (Diluted) | $12.66 | $12.40 | $10.87 | $9.43 | $7.42 | $8.66 | $12.28 | $6.35 | $-3.83 | $5.08 | $7.26 | $5.43 | $1.69 | $7.61 | $9.95 | $6.49 | |
| Shares (Basic) | 10,481,009 | 10,739,981 | -23,461,694 | 11,248,227 | 11,574,018 | 12,091,027 | -24,714,737 | 12,274,685 | 12,282,174 | 12,481,139 | -26,087,505 | 12,933,377 | 13,049,935 | 13,057,617 | -27,433,364 | 13,293,224 | |
| Shares (Diluted) | 10,734,652 | 10,954,097 | -23,872,927 | 11,472,729 | 11,771,525 | 12,279,446 | -24,874,563 | 12,415,143 | 12,282,174 | 12,646,529 | -26,202,180 | 13,039,638 | 13,099,961 | 13,073,316 | -27,598,581 | 13,364,160 |
Balance general 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1M | $26M | $23M | $16M | $70M | $529M | $344M | $160M | $8M | $8M | $13M | $3M | $3M | $8M | $8M | $11M | |
| PP&E (Net) | $14M | $13M | $13M | $13M | $13M | $14M | $15M | $15M | $16M | $45M | · | $47M | $49M | $50M | · | $52M | |
| PP&E (Gross) | · | · | $66M | · | · | · | $67M | $68M | $68M | $114M | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $54M | · | · | · | $52M | $53M | $52M | $69M | · | · | · | · | · | · | |
| Total Assets | $8.62B | $8.69B | $8.63B | $8.64B | $8.72B | $9.26B | $8.85B | $8.68B | $8.26B | $8.10B | · | $7.40B | $7.21B | $7.15B | · | $6.89B | |
| Accounts Payable | $394M | $415M | · | $383M | $379M | $377M | · | $364M | $344M | $343M | · | $284M | $263M | $257M | · | $239M | |
| Deferred Tax | $349M | $357M | $354M | $298M | $306M | $321M | $319M | $423M | $410M | $421M | · | $462M | $449M | $451M | · | $438M | |
| Total Liabilities | $7.03B | $7.18B | $7.11B | $7.06B | $7.17B | $7.55B | $7.11B | $7.04B | $6.70B | $6.44B | · | $5.70B | $5.46B | $5.43B | · | $5.30B | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | · | $100.0K | $100.0K | $100.0K | · | $100.0K | |
| Retained Earnings | $1.08B | $1.08B | $1.12B | $1.19B | $1.18B | $1.36B | $1.41B | $1.32B | $1.24B | $1.35B | · | $1.43B | $1.49B | $1.47B | · | $1.36B | |
| AOCI | $-200.0K | $300.0K | $1M | $1M | $1M | $600.0K | $-300.0K | $900.0K | $-1M | $-1M | · | $-3M | $-3M | $-2M | · | $-3M | |
| Stockholders' Equity | $1.59B | $1.51B | $1.52B | $1.58B | $1.55B | $1.71B | $1.75B | $1.65B | $1.55B | $1.65B | $1.75B | $1.70B | $1.75B | $1.72B | $1.62B | $1.59B | |
| Liabilities + Equity | $8.62B | $8.69B | $8.63B | $8.64B | $8.72B | $9.26B | $8.85B | $8.68B | $8.26B | $8.10B | · | $7.40B | $7.21B | $7.15B | · | $6.89B | |
| Shares Outstanding | 10,376,049 | 10,423,120 | 10,680,143 | 11,041,431 | 11,237,396 | 11,747,851 | 12,048,151 | 12,111,600 | 12,111,128 | 12,220,580 | 12,522,397 | 12,566,219 | 12,821,681 | 12,836,907 | 12,756,885 | 12,924,711 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $9M | $11M | $13M | $12M | $13M | $13M | $13M | $11M | $11M | $11M | $10M | $9M | $10M | $10M | $10M | $9M | |
| Deferred Tax | $-7M | $3M | $56M | $-8M | $-15M | $2M | $-104M | $13M | $-12M | $32M | $-73M | $13M | $-2M | $24M | $-12M | $-2M | |
| Operating Cash Flow | $310M | $347M | $269M | $299M | $140M | $346M | $306M | $318M | $204M | $310M | $311M | $313M | $283M | $296M | $287M | $326M | |
| CapEx | $2M | $1M | $400.0K | $600.0K | $300.0K | $300.0K | $700.0K | $400.0K | $400.0K | $300.0K | $2M | $-100.0K | $2M | $900.0K | $1M | $900.0K | |
| Investing Cash Flow | $-171M | $-192M | $-61M | $-128M | $-194M | $-292M | $-187M | $-424M | $-526M | $-584M | $-345M | $-360M | $-368M | $-344M | $-122M | $-173M | |
| Stock Issued | $72M | $23M | $2M | $11M | $6M | $6M | $1M | $0 | $0 | $15M | $800.0K | $300.0K | $0 | $4M | $3M | $1M | |
| Stock Repurchased | $141M | $179M | $191M | $107M | $262M | $164M | $61M | $0 | $61M | $191M | $54M | $126M | $8M | $15M | $105M | $26M | |
| Net Stock Activity | · | $-156M | · | · | · | $-159M | · | · | · | $-176M | · | · | · | $-11M | · | · | |
| Financing Cash Flow | $-197M | $-104M | $-206M | $-237M | $-502M | $221M | $10M | $305M | $272M | $371M | $66M | $73M | $9M | $118M | $-143M | $-189M | |
| Net Change in Cash | $-59M | $51M | $2M | $-65M | $-557M | $276M | $129M | $199M | $-50M | $97M | $33M | $26M | $-76M | $70M | $22M | $-35M | |
| Taxes Paid | $14M | $300.0K | $47M | $49M | $177M | $6M | $2M | $800.0K | $96M | $5M | $12M | $1M | $15M | $3M | $23M | $12M | |
| Free Cash Flow | · | $346M | · | · | · | $346M | · | · | · | $310M | · | · | · | $296M | · | · | |
| Levered FCF | · | $261M | · | · | · | $260M | · | · | · | $241M | · | · | · | $253M | · | · |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.1% | 23.4% | · | 18.6% | 15.0% | 18.6% | · | 14.3% | -8.8% | 12.7% | · | 14.8% | 4.7% | 21.9% | · | 18.9% | |
| Pretax Margin | 28.7% | 30.2% | · | 25.6% | 20.2% | 24.8% | · | 19.4% | -10.3% | 17.0% | · | 20.2% | 5.8% | 27.9% | · | 26.5% | |
| ROA | 1.6% | 1.5% | · | 1.2% | 1.0% | 1.2% | · | 0.98% | -0.61% | 0.84% | · | 0.99% | 0.31% | 1.4% | · | 1.2% | |
| ROE | 8.6% | 8.4% | · | 6.7% | 5.6% | 6.3% | · | 4.7% | -2.9% | 3.8% | · | 4.3% | 1.4% | 5.9% | · | 4.9% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 10
| 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 | $2.33B | $2.32B | · | $2.29B | $2.24B | $2.17B | · | $2.08B | $2.00B | $1.92B | · | $1.87B | $1.85B | $1.83B | · | $1.84B | |
| Net Income TTM | $467M | $438M | · | $381M | $225M | $202M | · | $167M | $110M | $257M | · | $279M | $316M | $508M | · | $658M | |
| Market Cap | $6.61B | $4.41B | · | $5.16B | $5.72B | $6.07B | · | $5.37B | $6.23B | $6.74B | · | $5.78B | $6.51B | $5.60B | · | $5.66B | |
| P/E | 15.2 | 11.2 | · | 14.7 | 27.4 | 31.8 | · | 34.0 | 61.5 | 27.8 | · | 21.7 | 21.4 | 11.8 | · | 9.7 | |
| P/S | 2.8 | 1.9 | · | 2.3 | 2.6 | 2.8 | · | 2.6 | 3.1 | 3.5 | · | 3.1 | 3.5 | 3.1 | · | 3.1 | |
| P/B | 4.2 | 2.9 | · | 3.3 | 3.7 | 3.5 | · | 3.3 | 4.0 | 4.1 | · | 3.4 | 3.7 | 3.2 | · | 3.6 | |
| P / Tangible Book | 4.2 | 2.9 | · | 3.3 | 3.7 | 3.5 | · | 3.3 | 4.0 | 4.1 | · | 3.4 | 3.7 | 3.2 | · | 3.6 | |
| P / Cash Flow | · | 12.7 | · | · | · | 17.5 | · | · | · | 21.7 | · | · | · | 18.9 | · | · | |
| P / FCF | · | 12.8 | · | · | · | 17.5 | · | · | · | 21.8 | · | · | · | 18.9 | · | · | |
| Earnings Yield | 6.6% | 8.9% | · | 6.8% | 3.6% | 3.1% | · | 2.9% | 1.6% | 3.6% | · | 4.6% | 4.7% | 8.5% | · | 10.3% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $2.32B | $2.16B | $1.90B | $1.83B | $1.86B |
| Beneficio neto | $424M | $248M | $286M | $536M | $958M |
| EPS Diluido | $36.38 | $19.88 | $21.99 | $39.32 | $59.52 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.05B | $1.14B | $1.20B | $1.24B | $1.06B |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 321 declarantes · $3.6B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 81 (+29 vs trimestre anterior) | 31 (-1 vs trimestre anterior) | 87 (-1 vs trimestre anterior) | 93 (+15 vs trimestre anterior) | +12K |
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 |
|---|---|---|---|---|
| Prescott General Partners LLC | $914 964 180 | 1 436 951 | 25,21% | Acciones |
| Gobi Capital LLC | $227 995 582 | 358 067 | 6,28% | Acciones |
| BECK MACK & OLIVER LLC | $194 831 615 | 305 983 | 5,37% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $143 421 865 | 225 244 | 3,95% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $136 061 150 | 213 684 | 3,75% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $132 704 257 | 208 412 | 3,66% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $132 553 986 | 208 176 | 3,65% | Acciones |
| Smead Capital Management, Inc. | $126 589 081 | 198 808 | 3,49% | Acciones |
| STATE STREET CORP | $112 650 131 | 176 917 | 3,10% | Acciones |
| FMR LLC | $101 973 911 | 160 150 | 2,81% | Acciones |
| GOLDMAN SACHS GROUP INC | $97 985 029 | 153 885 | 2,70% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $87 863 116 | 137 989 | 2,42% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $75 918 510 | 119 230 | 2,09% | Acciones |
| RV Capital AG | $68 941 113 | 108 272 | 1,90% | Acciones |
| GOODNOW INVESTMENT GROUP, LLC | $67 577 853 | 106 131 | 1,86% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $58 305 008 | 91 568 | 1,61% | Acciones |
| Alfreton Capital LLP | $57 306 600 | 90 000 | 1,58% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $53 616 733 | 84 177 | 1,48% | Acciones |
| SMITH THOMAS W | $52 927 739 | 83 123 | 1,46% | Acciones |
| LONDON CO OF VIRGINIA | $47 744 718 | 75 001 | 1,32% | Acciones |
| INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | $42 707 320 | 92 000 | 1,18% | Acciones |
| Boston Partners | $40 288 450 | 63 273 | 1,11% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $38 055 403 | 59 766 | 1,05% | Acciones |
| JARISLOWSKY, FRASER Ltd | $32 318 093 | 69 214 | 0,89% | Acciones |
| MIG Capital, LLC | $30 915 814 | 69 715 | 0,85% | Acciones |
| KIZE CAPITAL LP | $30 101 247 | 47 274 | 0,83% | Acciones |
| Squarepoint Ops LLC | $28 759 636 | 45 167 | 0,79% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $22 543 780 | 35 405 | 0,62% | Acciones |
| 1832 Asset Management L.P. | $22 022 290 | 34 586 | 0,61% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $20 702 455 | 32 513 | 0,57% | Acciones |
| BANK OF AMERICA CORP /DE/ | $20 462 276 | 32 136 | 0,56% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $19 896 852 | 31 248 | 0,55% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $17 947 153 | 28 186 | 0,49% | Acciones |
| LPL Financial LLC | $17 847 185 | 28 029 | 0,49% | Acciones |
| Polar Capital Holdings Plc | $17 685 454 | 27 775 | 0,49% | Acciones |
| FIRST TRUST ADVISORS LP | $14 373 768 | 22 574 | 0,40% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $13 630 693 | 21 407 | 0,38% | Acciones |
| Public Sector Pension Investment Board | $12 815 029 | 20 126 | 0,35% | Acciones |
| CITADEL ADVISORS LLC | $11 624 325 | 18 256 | 0,32% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 588 668 | 18 200 | 0,32% | Opción de compra |
| Quantinno Capital Management LP | $9 277 302 | 14 570 | 0,26% | Acciones |
| BARCLAYS PLC | $9 065 904 | 14 238 | 0,25% | Acciones |
| Greenline Partners, LLC | $8 564 153 | 13 450 | 0,24% | Acciones |
| Allianz Asset Management GmbH | $7 496 340 | 11 773 | 0,21% | Acciones |
| RHUMBLINE ADVISERS | $7 224 402 | 11 346 | 0,20% | Acciones |
| Swiss National Bank | $6 849 412 | 10 757 | 0,19% | Acciones |
| AMERIPRISE FINANCIAL INC | $6 618 276 | 10 394 | 0,18% | Acciones |
| BLAIR WILLIAM & CO/IL | $6 226 680 | 9 779 | 0,17% | Acciones |
| Sequoia Financial Advisors, LLC | $5 726 840 | 8 994 | 0,16% | Acciones |
| Legal & General Group Plc | $5 591 214 | 8 781 | 0,15% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $5 558 103 | 8 729 | 0,15% | Acciones |
| CITADEL ADVISORS LLC | $5 539 638 | 8 700 | 0,15% | Opción de compra |
| Illinois Municipal Retirement Fund | $5 360 077 | 8 418 | 0,15% | Acciones |
| Mraz, Amerine & Associates, Inc. | $5 333 334 | 8 376 | 0,15% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5 218 721 | 8 196 | 0,14% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $5 065 610 | 7 955 | 0,14% | Acciones |
| BlackRock, Inc. | $4 964 662 | 7 797 | 0,14% | Acciones |
| Hyperion Capital Advisors LP | $4 552 691 | 7 150 | 0,13% | Acciones |
| JANE STREET GROUP, LLC | $4 329 832 | 6 800 | 0,12% | Opción de compra |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3 753 582 | 5 895 | 0,10% | Acciones |
| Paralel Advisors LLC | $3 473 417 | 5 455 | 0,10% | Acciones |
| Bridgewater Associates, LP | $3 395 734 | 5 333 | 0,09% | Acciones |
| Ruane, Cunniff & Goldfarb L.P. | $3 361 350 | 5 279 | 0,09% | Acciones |
| PRUDENTIAL FINANCIAL INC | $3 337 154 | 5 241 | 0,09% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 198 982 | 5 024 | 0,09% | Acciones |
| UBS Group AG | $3 183 700 | 5 000 | 0,09% | Opción de venta |
| Numerai GP LLC | $2 994 588 | 4 703 | 0,08% | Acciones |
| MML INVESTORS SERVICES, LLC | $2 883 668 | 4 529 | 0,08% | Acciones |
| Cerity Partners LLC | $2 836 040 | 4 454 | 0,08% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 671 186 | 6 308 | 0,07% | Acciones |
| JPMORGAN CHASE & CO | $2 644 187 | 3 898 | 0,07% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $2 570 519 | 4 037 | 0,07% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 546 960 | 4 000 | 0,07% | Opción de venta |
| TWO SIGMA ADVISERS, LP | $2 439 030 | 5 500 | 0,07% | Acciones |
| CITIGROUP INC | $2 304 999 | 3 620 | 0,06% | Acciones |
| Twin Lions Management LLC | $2 070 041 | 3 251 | 0,06% | Acciones |
| VANGUARD GROUP INC | $2 068 297 | 4 664 | 0,06% | Acciones |
| Entropy Technologies, LP | $2 008 915 | 3 155 | 0,06% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $1 910 857 | 3 001 | 0,05% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 904 490 | 2 991 | 0,05% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1 900 912 | 4 489 | 0,05% | Acciones |
| FIRST MANHATTAN CO. LLC. | $1 755 492 | 2 757 | 0,05% | Acciones |
| Havemeyer Place LP | $1 748 488 | 2 746 | 0,05% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 744 031 | 2 739 | 0,05% | Acciones |
| Aquatic Capital Management LLC | $1 721 745 | 2 704 | 0,05% | Acciones |
| PDT Partners, LLC | $1 704 553 | 2 677 | 0,05% | Acciones |
| Engineers Gate Manager LP | $1 672 079 | 2 626 | 0,05% | Acciones |
| Louisiana State Employees Retirement System | $1 655 524 | 2 600 | 0,05% | Acciones |
| Atria Investments, Inc | $1 654 887 | 2 599 | 0,05% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1 605 337 | 3 791 | 0,04% | Acciones |
| ALLSTATE CORP | $1 566 380 | 2 460 | 0,04% | Acciones |
| FIFTH THIRD BANCORP | $1 550 803 | 2 435 | 0,04% | Acciones |
| WINTON GROUP Ltd | $1 526 903 | 2 398 | 0,04% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $1 498 249 | 2 353 | 0,04% | Acciones |
| Vanguard Global Advisers, LLC | $1 467 686 | 2 305 | 0,04% | Acciones |
| ExodusPoint Capital Management, LP | $1 458 771 | 2 291 | 0,04% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 426 298 | 2 240 | 0,04% | Acciones |
| UBS Group AG | $1 419 930 | 2 230 | 0,04% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 410 379 | 2 215 | 0,04% | Acciones |
| Gotham Asset Management, LLC | $1 387 456 | 2 179 | 0,04% | Acciones |
Informantes de la empresa 37 insiders · 23 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Vinayak Hegde | Chief Executive Officer | 13 de noviembre de 2025 A | 140 502 | 0 | 0 | $0 |
| Brett A Roberts | Chief Executive Officer | 1 de marzo de 2021 F | 451 101 | 0 | 0 | $0 |
| Jay D Martin | Chief Financial Officer | 24 de junio de 2026 M | 25 963 | 0 | 38 | $-8 989 206 |
| Steven M Jones | President | 29 de enero de 2018 F | 30 674 | 0 | 0 | $0 |
| Keith P Mccluskey | President | 22 de agosto de 2006 M | 0 | 0 | 0 | $0 |
| Jonathan Lum | Chief Operating Officer | 24 de junio de 2026 M | 31 609 | 0 | 14 | $-13 355 683 |
| Nicholas J Elliott | Chief Transformation Officer | 26 de junio de 2026 M | 20 897 | 0 | 47 | $-8 407 957 |
| Erin J Kerber | Chief Legal Officer | 26 de junio de 2026 M | 25 711 | 0 | 56 | $-14 772 084 |
| Steffen Schumann | Chief Business Officer | 15 de junio de 2026 A | 22 726 | 0 | 0 | $0 |
| Wendy A Rummler | Chief People Officer | 18 de mayo de 2026 M | 19 547 | 0 | 38 | $-8 430 756 |
| Ravi Mohan Valiyaveettil | Chief Technology Officer | 6 de mayo de 2026 S | 25 985 | 0 | 1 | $-694 100 |
| Andrew K Rostami | Chief Mktg and Product Officer | 18 de abril de 2026 F | 23 091 | 0 | 2 | $-508 956 |
| Arthur L Smith | Chief Analytics Officer | 31 de enero de 2026 F | 27 894 | 0 | 0 | $0 |
| Daniel A. Ulatowski | Chief Sales Officer | 30 de enero de 2026 M | 27 338 | 0 | 8 | $-5 688 792 |
| Douglas W Busk | Chief Treasury Officer | 25 de marzo de 2025 M | 3 112 | 0 | 0 | $0 |
| Noah Kotch | Chief Information Officer | 29 de enero de 2021 F | 3 711 | 0 | 0 | $0 |
| Charles A Pearce | Chief Legal Officer | 29 de enero de 2021 A | 10 728 | 0 | 0 | $0 |
| John S. Soave | Chief Information Officer | 29 de enero de 2019 A | 19 796 | 0 | 0 | $0 |
| John P Neary | Chief Administrative Officer | 29 de enero de 2014 A | 25 000 | 0 | 0 | $0 |
| Michael W Knoblauch | SVP Loan Servicing | 27 de mayo de 2011 M | 58 164 | 0 | 0 | $0 |
| Miotto Michael P | Chief Information Officer | 12 de julio de 2010 S | 12 310 | 0 | 0 | $0 |
| Steven Dion | Chief Human Resource Officer | 22 de mayo de 2008 M | 5 197 | 0 | 0 | $0 |
| David S Simmet | Chief Information Officer | 22 de mayo de 2006 M | 0 | 0 | 0 | $0 |
| Sean Edward Quinn | Consejero | 10 de junio de 2026 A | 1 544 | 0 | 0 | $0 |
| Kenneth Booth | Consejero | 10 de junio de 2026 A | 23 190 | 0 | 14 | $-21 965 205 |
| Scott J Vassalluzzo | Consejero | 10 de junio de 2026 A | 65 758 | 0 | 0 | $0 |
| Glenda J Flanagan | Consejero | 10 de junio de 2026 A | 10 024 | 0 | 0 | $0 |
| Thomas N Tryforos | Consejero | 10 de junio de 2026 A | 1 633 | 0 | 0 | $0 |
| Harry E Craig | Consejero | 3 de octubre de 2006 D | 9 150 | 0 | 0 | $0 |
| LEFF DANIEL P | Consejero | 27 de febrero de 2006 A | — | 0 | 0 | $0 |
| Jill Foss Watson | Propietario del 10% | 16 de julio de 2026 S | 47 910 | 0 | 23 | $-8 105 446 |
| Prescott General Partners LLC | Propietario del 10% | 2 de julio de 2026 J | 901 241 | 0 | 0 | $0 |
| Thomas W. Smith | Propietario del 10% | 9 de septiembre de 2024 S | 74 450 | 0 | 0 | $0 |
| Donald A Foss | Propietario del 10% | 18 de marzo de 2022 S | 1 447 797 | 0 | 0 | $0 |
| Karol A Foss | Propietario del 10% | 1 de abril de 2014 S | 2 187 880 | 0 | 0 | $0 |
| Daniel J Englander | Propietario del 10% | 18 de enero de 2005 P | 53 400 | 0 | 0 | $0 |
| Allan Victor Apple | — | 24 de agosto de 2016 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 4 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 |
|---|---|---|---|---|---|
| Prescott General Partners LLC, Prescott Associates L.P., Prescott Investors Profit Sharing Trust, Thomas W. Smith, Scott J. Vassalluzzo ×14 presentaciones | 7 de julio de 2026 | 13,60% | Enmienda | Inversión pasiva | SEC |
| The Donald A. Foss 2009 Remainder Trust, The Donald A. Foss 2010 Remainder Trust, The Donald A. Foss 2010 Remainder Trust #2, The Donald A. Foss 2011 Remainder Trust FBO Robert s. Foss and Descendants, Marital Trust U/A Donald A. Foss Trust January 16, 1981, Allan V. Apple, not individually but solely in capacity as trustee ×16 presentaciones | 5 de junio de 2026 | 19,80% | Enmienda | Inversión pasiva | SEC |
| The Donald A. Foss 2009 Remainder Trust (2), The Donald A. Foss 2010 Remainder Trust (2), The Donald A. Foss 2010 Remainder Trust #2 (2), The Donald A. Foss 2011 Remainder Trust FBO Robert S. Foss and Descendants (2), Marital Trust U/A Donald A. Foss Trust January 16, 1981 (2), Allan V. Apple, not individually but solely in capacity as trustee (2) ×3 presentaciones | 22 de marzo de 2024 | — | Presentación inicial | Inversión pasiva | SEC |
| Thomas W. Smith, Scott J. Vassalluzzo, Steven M. Fischer, Idoya Partners L.P., Prescott Associates L.P. | 3 de junio de 2011 | — | 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 83 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 |
|---|---|---|---|---|
| SRHQ · Elevation Series Trust | 1,43% | 5 455 NS | 30 de abril de 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,71% | 15 054 NS | 30 de abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,34% | 1 525 NS | 31 de mayo de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,33% | 1 433 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,24% | 6 430 NS | 30 de abril de 2026 | N-PORT |
| APUE · Trust for Professional Managers | 0,24% | 10 592 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,20% | 93 297 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,16% | 24 585 NS | 31 de mayo de 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,14% | 841 NS | 31 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,14% | 217 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,13% | 35 259 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,10% | 277 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,07% | 28 676 NS | 31 de mayo de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,06% | 16 172 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 2 350 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,06% | 635 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 1 481 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 21 891 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 1 207 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 160 NS | 30 de abril de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,02% | 82 NS | 29 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,02% | 130 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 651 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,02% | 3 011 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 3 218 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 172 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 2 623 NS | 30 de abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 254 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 352 NS | 31 de mayo de 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0,01% | 50 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 278 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 2 109 NS | 30 de abril de 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0,00% | 474 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 3 547 NS | 31 de mayo de 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0,00% | 187 NS | 31 de mayo de 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 232 NS | 31 de mayo de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 11 NS | 31 de mayo de 2026 | N-PORT |
| GGUS · Goldman Sachs ETF Trust | 0,00% | 9 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 160 NS | 30 de abril de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,00% | 90 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | — | — | 15 de julio de 2026 | Diario |
| VPLS · VANGUARD MALVERN FUNDS | — | — | 15 de julio de 2026 | Diario |
| VGMS · VANGUARD MALVERN FUNDS | — | — | 15 de julio de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | — | — | 30 de julio de 2026 | Diario |