CBT Cabot Corporation Common Stock

NYSE · Chemicals · Ver en SEC EDGAR ↗
$85,71
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 4, 2026

Acerca de Cabot Corporation Common Stock Descripción general de la empresa de Wikipedia

Cabot Corporation is an American specialty chemicals and performance materials company headquartered in Boston, Massachusetts. The company operates in over 20 countries with 36 manufacturing plants, eight research and development facilities, and 28 sales offices.

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Cabot Corporation is an American specialty chemicals and performance materials company headquartered in Boston, Massachusetts. The company operates in over 20 countries with 36 manufacturing plants, eight research and development facilities, and 28 sales offices.

History

Cabot Corporation was founded by Godfrey Lowell Cabot in 1882 when he applied for a patent for a "carbon black making apparatus". The company incorporated in the state of Delaware in 1960.In 1993, a team of Cabot researchers developed a process for modifying the surface of carbon, allowing chemists and researchers to prepare surface modified carbon black products with properties never before associated with carbon materials. This breakthrough led to the development of new technologies and products including aqueous inkjet colorants, for printer ink the basis of Cabot's Inkjet Colorants business unit, which was founded in 1996.

In 2003, Cabot developed a commercialized process that allows continuous production of aerogels under ambient conditions, which was the start of the company’s Aerogel business. In 2009, Cabot completed construction of and began operating two additional rubber black production plants at its carbon black plant in Tianjin, China, increasing capacity to 150,000 metric tons. In July 2012, Cabot purchased Norit NV, the largest producer of activated carbon, for US$1.1 billion.

Cabot sold its Supermetals business, which produced tantalum, niobium and related alloys, in 2011 to Global Advanced Metals Pty Ltd.

Safety, health and environmental

Safety record

The company has reduced total recordable injuries by over 25% in the last five years. However, the company experienced two fatalities in 2011. The severity of incidents has caused the company to look at all aspects of workplace safety.

Environmental record

Sam Bodman, CEO of Cabot during the coltan boom, was appointed in December 2004 to serve as President Bush’s Secretary of Energy. Under Bodman’s leadership from 1987 to 2000, according to Jason Leopold, Cabot was one of the U.S.’s largest polluters, accounting for 60,000 tons of airborne toxic emissions annually.

Cabot reduced its Environmental Non-Conformance events (ENCs), from a high of over 80 incidents in 2008, to 17 in FY 2012. The company defines an environmental non-conformance event as a reportable spill or release, a Notice of Violation, a public complaint or certain permit deviations.

The company invested over $35 million in FY 2011 on environmentally-related capital projects to improve efficiency and maintain regulatory compliance. The company’s goal is a 20% reduction in greenhouse gas emission intensity by 2020, using 2005 as the baseline year. One example of greenhouse gas reduction is a heat recovery advancement project to convert exhaust heat to steam at the company’s fumed metal oxides plant in Rheinfelden, Germany. The steam produced is used in the plant if needed or sold to a neighboring company. The project has the potential to reduce GHG emissions by 1,400 MTs each year.

Responsible care

In 2010 Cabot joined the American Chemistry Council, and as such is obliged to implement the Council’s Responsible Care program as part of a global initiative. Cabot is implementing RC 14001, which incorporates the requirements of both the ACC Responsible Care and the ISO 14001 Management Systems, for all its manufacturing facilities, beginning with those in North America.

Sustainability

Cabot’s 2010/2011 sustainability report, titled "Sustainability Matters: Cabot Corporation’s 2010/2011 Sustainability Report", met all the informational requirements to receive an Application Level C certification from the Global Reporting Initiatives. Cabot’s adherence to GRI reporting standards affirms its commitment to more transparent and thorough reporting.

Awards

In 2012, Cabot Corporation was selected as a Bronze Winner for the Ninth Annual Team Massachusetts Economic Impact Awards. They were also selected as one of CR Magazine’s 100 Best Corporate Citizens for 2012.

The American Chemistry Council honored Cabot with the Responsible Care Performance Award in April 2012 for helping the ACC meet industry-wide safety and product stewardship targets. In April 2012, Cabot ranked forty-fourth among the top 100 leading companies that demonstrated superior management, mitigation and adaptation in the field of climate innovation. Cabot was awarded a 2012 Leadership Award for the Massachusetts Excellence in Commuter Options Awards.

Board of directors

Cabot Corporation’s Board of Directors is chaired by non-executive John F. O'Brien, retired President and

Chief Executive Officer Allmerica Financial Corp.

Cabot Foundation

In 1953, the non-profit Cabot Corporation Foundation, Inc. was established, and the Foundation's charter was amended in 1992 to permit grants to qualified charitable organizations outside of the United States. Cabot has offered aid to earthquake victims in Japan, and the Outward Bound organization.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

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

Precio
$85.71
Capitalización Bursátil
$4.53B
P/E (TTM)
14.2
BPA (TTM)
$6.02
Ingresos (TTM)
$3.71B
Rendimiento div.
2.1%
ROE
22.2%
Deuda/Capital
0.7
Rango 52S
$58 – $95

CBT 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 $3.71B
10-point trend, +54.0%
2016-09-30 2025-09-30
BPA $6.02
10-point trend, +159.5%
2016-09-30 2025-09-30
Flujo de caja libre $391M
10-point trend, +39.6%
2016-09-30 2025-09-30
Márgenes 8.9%
10-point trend, +5.6%
2016-09-30 2025-09-30

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

Métrica
Tendencia a 5 años
CBT
Mediana de Pares
P/E (TTM)
5-point trend, +9.4%
14.2
12.8
P/S (TTM) (P/V (TTM))
5-point trend, +29.8%
1.2
0.6
P/B (P/C)
5-point trend, -13.6%
2.9
1.2
EV / EBITDA
5-point trend, +1.0%
7.0
Price / FCF (Precio / FCF)
5-point trend, -77.6%
11.6

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

Métrica
Tendencia a 5 años
CBT
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, +8.0%
25.3%
11.7%
Operating Margin (Margen Operativo)
5-point trend, +25.6%
16.7%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +21.6%
8.9%
-4.4%
ROA
5-point trend, +6.8%
8.8%
-3.6%
ROE
5-point trend, -27.1%
22.2%
-11.8%
ROIC
5-point trend, +0.8%
15.1%

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

Métrica
Tendencia a 5 años
CBT
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, -40.6%
0.7
54.9
Current Ratio (Ratio corriente)
5-point trend, +29.4%
1.6
2.3
Quick Ratio (Ratio Rápido)
5-point trend, +84.0%
0.3

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

Métrica
Tendencia a 5 años
CBT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +8.9%
-7.0%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +8.9%
-4.9%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +8.9%
7.3%
EPS YoY (EPS interanual)
5-point trend, +38.7%
-10.4%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +32.4%
-12.9%

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

Métrica
Tendencia a 5 años
CBT
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +38.7%
$6.02

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

Métrica
Tendencia a 5 años
CBT
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, -9.4%
29.0%

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

Rendimiento por Dividendo
2.1%
Ratio de Pago
29.0%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
29 de mayo de 2026$0,4730
27 de febrero de 2026$0,4500
28 de noviembre de 2025$0,4500
29 de agosto de 2025$0,4500
30 de mayo de 2025$0,4500
28 de febrero de 2025$0,4300
29 de noviembre de 2024$0,4300
30 de agosto de 2024$0,4300
31 de mayo de 2024$0,4300
22 de febrero de 2024$0,4000
22 de noviembre de 2023$0,4000
24 de agosto de 2023$0,4000
25 de mayo de 2023$0,4000
23 de febrero de 2023$0,3700
23 de noviembre de 2022$0,3700
25 de agosto de 2022$0,3700
26 de mayo de 2022$0,3700
24 de febrero de 2022$0,3700
24 de noviembre de 2021$0,3700
26 de agosto de 2021$0,3500

CBT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 11 analistas
  • Compra fuerte 2 18,2%
  • Compra 3 27,3%
  • Mantener 5 45,5%
  • Venta 1 9,1%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

6 analistas · 2026-08-14
Objetivo mediano $91.00 +6,2%
Objetivo medio $91.33 +6,6%

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

Sorpresa Media
0.05%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $1.67 $1.68 -0.01%
31 de marzo de 2026 $1.61 $1.47 0.14%
31 de diciembre de 2025 $1.53 $1.42 0.11%
30 de septiembre de 2025 $1.70 $1.70 0.00%
30 de junio de 2025 $1.90 $1.84 0.06%
31 de marzo de 2025 $1.90 $1.87 0.03%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
CBT $4.02B 12.6 -7.0% 8.9% 22.2% 25.3%
DOW -6.3 -7.0% -6.1% -14.9%
WLK -6.3 -8.0% -13.5% -15.6% 7.3%
HWKN $3.16B 38.9 11.2% 7.5% 15.7% 22.6%
OLN $2.37B -23.7 3.7% -1.5% -5.2% 7.4%
PCT
KRO $508M -4.6 -1.5% -6.0% -13.9% 11.5%
TROX $661M -1.4 -5.7% -16.2% -29.6% 9.3%
KOP $527M 9.9 -10.2% 3.0% 10.5%
WLKP 2.7% 4.2% 29.8%
MATV $664M -2.0 0.30% -17.0% -73.7% 18.3%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 16
Datos anuales de Estado de resultados para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +1.8% $3.71B $3.99B $3.93B $4.32B $3.41B $2.61B $3.34B $3.24B $2.72B $2.41B $2.87B $3.65B
Cost of Revenue 12-point trend, -5.2% $2.77B $3.03B $3.09B $3.44B $2.61B $2.11B $2.65B $2.47B $2.06B $1.84B $2.29B $2.93B
Gross Profit 12-point trend, +30.4% $940M $960M $839M $885M $799M $500M $685M $772M $657M $575M $585M $721M
R&D Expense 12-point trend, -1.7% $59M $63M $57M $55M $56M $57M $60M $66M $57M $53M $58M $60M
SG&A Expense 12-point trend, -20.2% $260M $283M $253M $258M $289M $292M $290M $308M $262M $275M $282M $326M
Operating Income 12-point trend, +85.4% $621M $614M $526M $389M $454M $21M $306M $144M $338M $247M $-317M $335M
Interest Expense 12-point trend, +38.2% $76M $81M $90M $56M $49M $53M $59M $54M $53M $54M $53M $55M
Other Non-op 12-point trend, -128.0% $-7M $-36M $-16M $-9M $-7M $-9M $-1M $17M $5M $-7M $-11M $25M
Pretax Income 12-point trend, +83.4% $565M $529M $451M $335M $406M $-33M $255M $117M $299M $191M $-377M $308M
Income Tax 12-point trend, +113.0% $196M $111M $-28M $102M $123M $191M $70M $193M $33M $33M $-45M $92M
Net Income 12-point trend, +66.3% $331M $380M $445M $209M $250M $-238M $157M $-113M $248M $147M $-334M $199M
EPS (Basic) 12-point trend, +98.4% $6.07 $6.79 $7.79 $3.65 $4.35 $-4.21 $2.64 $-1.85 $3.94 $2.34 $-5.27 $3.06
EPS (Diluted) 12-point trend, +98.7% $6.02 $6.72 $7.73 $3.62 $4.34 $-4.21 $2.63 $-1.85 $3.91 $2.32 $-5.27 $3.03
Shares (Basic) 12-point trend, -16.6% 53,700,000 55,100,000 56,100,000 56,500,000 56,700,000 56,600,000 58,700,000 61,700,000 62,300,000 62,400,000 63,400,000 64,400,000
Shares (Diluted) 12-point trend, -16.7% 54,200,000 55,700,000 56,500,000 56,900,000 56,800,000 56,600,000 58,800,000 61,700,000 62,700,000 62,900,000 63,400,000 65,100,000
EBITDA 12-point trend, +44.6% $775M $765M $670M $535M $614M $179M $454M $305M $491M $411M $-134M $536M
Balance general 28
Datos anuales de Balance general para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +285.1% $258M $223M $238M $206M $168M $151M $169M $175M $280M $200M $77M $67M
Inventory 12-point trend, +1.2% $504M $552M $585M $664M $523M $359M $466M $511M $433M $342M $397M $498M
Prepaid Expense 12-point trend, +53.6% $106M $97M $108M $114M $89M $50M $45M $63M $59M $49M $54M $69M
Current Assets 12-point trend, +12.8% $1.54B $1.60B $1.63B $1.82B $1.43B $978M $1.21B $1.39B $1.30B $1.05B $1.05B $1.36B
PP&E (Net) 12-point trend, +8.2% $1.71B $1.53B $1.41B $1.27B $1.38B $1.31B $1.35B $1.30B $1.30B $1.29B $1.38B $1.58B
PP&E (Gross) 12-point trend, +18.7% $4.41B $4.08B $3.83B $3.55B $3.88B $3.69B $3.55B $3.52B $3.60B $3.43B $3.38B $3.71B
Accum. Depreciation 12-point trend, +26.5% $2.69B $2.55B $2.42B $2.28B $2.51B $2.37B $2.20B $2.22B $2.30B $2.14B $2.00B $2.13B
Goodwill 12-point trend, -75.0% $134M $133M $134M $129M $140M $134M $90M $93M $154M $152M $154M $536M
Intangibles 12-point trend, -84.1% $55M $53M $60M $63M $100M $103M $96M $98M $137M $140M $153M $347M
Other Non-current Assets 12-point trend, +246.2% $180M $172M $172M $178M $172M $160M $58M $67M $46M $40M $42M $52M
Total Assets 12-point trend, -6.6% $3.81B $3.74B $3.60B $3.52B $3.31B $2.78B $3.00B $3.24B $3.34B $3.05B $3.06B $4.08B
Accounts Payable 12-point trend, +84.6% $648M $495M $438M $533M $480M $316M $390M $446M $339M $259M $274M $351M
Accrued Liabilities · · · · · $33M · · · · · ·
Short-term Debt 12-point trend, -68.2% $14M $45M $174M $347M $72M $14M $33M $249M $7M $7M $22M $44M
Current Liabilities 12-point trend, +51.9% $957M $772M $822M $1.10B $1.15B $529M $599M $952M $742M $397M $441M $630M
Capital Leases 6-point trend, -4.5% $85M $88M $84M $83M $84M $89M · · · · · ·
Deferred Tax 12-point trend, -42.6% $39M $42M $50M $65M $73M $58M $41M $42M $38M $41M $59M $68M
Other Non-current Liabilities 12-point trend, -11.3% $258M $245M $231M $234M $279M $286M $206M $252M $245M $285M $240M $291M
Long-term Debt 12-point trend, +7.9% $1.09B $1.07B $1.08B $1.08B $1.06B $1.07B $1.03B $747M $908M $907M $958M $1.01B
Total Debt 12-point trend, +5.4% $1.13B $1.14B $1.28B $1.44B $1.16B $1.11B $1.06B $1.00B $924M $926M $993M $1.07B
Common Stock 12-point trend, -17.2% $53M $54M $55M $56M $57M $57M $57M $61M $62M $62M $63M $64M
Paid-in Capital · · · · · · · · · · · $49M
Retained Earnings 12-point trend, -3.4% $1.83B $1.73B $1.57B $1.28B $1.16B $989M $1.34B $1.42B $1.71B $1.54B $1.48B $1.90B
Treasury Stock 12-point trend, -57.1% $3M $3M $3M $4M $4M $4M $5M $7M $6M $7M $8M $7M
AOCI 12-point trend, -423.4% $-335M $-360M $-362M $-439M $-289M $-351M $-391M $-317M $-259M $-325M $-299M $-64M
Stockholders' Equity 12-point trend, -20.2% $1.55B $1.43B $1.26B $898M $947M $691M $998M $1.15B $1.50B $1.27B $1.23B $1.94B
Liabilities + Equity 12-point trend, -6.6% $3.81B $3.74B $3.60B $3.52B $3.31B $2.78B $3.00B $3.24B $3.34B $3.04B $3.08B $4.08B
Shares Outstanding 12-point trend, -17.9% 52,842,481 54,297,251 55,243,804 56,248,559 56,726,818 56,466,638 57,080,589 60,366,569 61,884,347 62,210,711 62,458,396 64,382,366
Flujo de Efectivo 18
Datos anuales de Flujo de Efectivo para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, -23.4% $154M $151M $144M $146M $160M $158M $148M $149M $155M $161M $183M $201M
Stock-based Comp 12-point trend, +71.4% $24M $25M $20M $23M $21M $9M $11M $22M $16M $17M $12M $14M
Deferred Tax 12-point trend, +300.0% $32M $-37M $-156M $-40M $9M $130M $-27M $91M $-31M $-36M $-86M $8M
Restructuring 12-point trend, -62.1% $11M $13M $4M $3M $11M $19M $16M $-30M $25M $29M $21M $29M
Other Non-cash 12-point trend, +215.9% $124M $173M $142M $-238M $-183M $318M $74M $149M $-37M $100M $724M $-107M
Operating Cash Flow 12-point trend, +111.1% $665M $692M $595M $100M $257M $377M $363M $298M $348M $392M $499M $315M
CapEx 12-point trend, +60.2% $274M $241M $244M $211M $195M $200M $224M $229M $147M $112M $141M $171M
Investing Cash Flow 12-point trend, -1762.5% $-298M $-235M $-214M $-118M $-186M $-288M $-94M $-246M $-149M $-104M $-162M $-16M
Debt Issued 10-point trend, -11.8% $15M $15M $84M $394M $200M $444M $352M $90M · $248M · $17M
Net Debt Issued 12-point trend, +233.3% $8M $-15M $-6M $22M $-22M $34M $277M $-161M $-2M $-53M $-57M $-6M
Stock Issued 12-point trend, -42.9% $8M $20M $4M $6M $6M $3M $4M $22M $21M $10M $4M $14M
Stock Repurchased 12-point trend, +833.3% $168M $172M $98M $53M $3M $44M $173M $142M $61M $45M $101M $18M
Net Stock Activity 12-point trend, -3900.0% $-160M $-152M $-94M $-47M $3M $-41M $-169M $-120M $-40M $-35M $-95M $-4M
Dividends Paid 12-point trend, +77.8% $96M $93M $88M $84M $80M $80M $80M $80M $77M $65M $56M $54M
Financing Cash Flow 12-point trend, -11.3% $-336M $-415M $-403M $145M $-60M $-132M $-236M $-141M $-133M $-184M $-256M $-302M
Net Change in Cash 12-point trend, +225.0% $35M $-15M $32M $36M $19M $-18M $-6M $-105M $80M $123M $10M $-28M
Free Cash Flow 12-point trend, +171.5% $391M $451M $351M $-111M $62M $177M $139M $69M $193M $280M $358M $144M
Levered FCF 12-point trend, +223.8% $341M $387M $255M $-150M $28M $-183M $96M $104M $145M $235M $311M $105M
Rentabilidad 8
Datos anuales de Rentabilidad para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +28.1% 25.3% 24.0% 21.3% 20.5% 23.4% 19.1% 20.5% 24.1% 24.0% 24.0% 20.4% 19.8%
Operating Margin 12-point trend, +82.0% 16.7% 15.4% 13.4% 9.0% 13.3% 0.80% 9.2% 4.8% 12.4% 10.4% -11.0% 9.2%
Net Margin 12-point trend, +63.2% 8.9% 9.5% 11.3% 4.8% 7.3% -9.1% 4.7% -3.5% 8.9% 6.2% -11.6% 5.5%
Pretax Margin 12-point trend, +80.1% 15.2% 13.2% 11.5% 7.8% 11.9% -1.3% 7.6% 3.6% 10.6% 8.1% -13.1% 8.5%
EBITDA Margin 12-point trend, +42.0% 20.9% 19.1% 17.0% 12.4% 18.0% 6.9% 13.6% 9.4% 18.1% 17.1% -4.7% 14.7%
ROA 12-point trend, +83.1% 8.8% 10.3% 12.5% 6.1% 8.2% -8.2% 5.0% -3.4% 7.6% 4.9% -9.3% 4.8%
ROE 12-point trend, +117.7% 22.2% 28.3% 41.2% 22.7% 30.5% -28.2% 14.6% -8.5% 17.5% 11.9% -21.0% 10.2%
ROIC 12-point trend, +94.2% 15.1% 18.9% 22.0% 11.6% 15.0% 7.9% 10.8% -4.7% 12.6% 9.4% -12.5% 7.8%
Liquidez y Solvencia 5
Datos anuales de Liquidez y Solvencia para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -25.7% 1.6 2.1 2.0 1.6 1.2 1.8 2.0 1.5 1.7 2.7 2.4 2.2
Quick Ratio 12-point trend, +153.6% 0.3 0.3 0.3 0.2 0.1 0.3 0.3 0.2 0.4 0.5 0.2 0.1
Debt / Equity 12-point trend, +32.1% 0.7 0.8 1.0 1.6 1.2 1.6 1.1 0.9 0.6 0.7 0.8 0.6
LT Debt / Equity 12-point trend, +6.8% 0.6 0.8 0.9 1.2 0.8 1.6 1.0 0.6 0.4 0.7 0.8 0.5
Interest Coverage 12-point trend, +34.2% 8.2 7.6 5.8 6.9 9.3 0.4 5.2 2.9 6.3 4.6 -6.0 6.1
Eficiencia 2
Datos anuales de Eficiencia para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +12.1% 1.0 1.1 1.1 1.3 1.1 0.9 1.1 1.0 0.9 0.8 0.8 0.9
Inventory Turnover 12-point trend, -14.5% 5.3 5.3 5.0 5.8 5.9 5.1 5.4 5.2 5.6 5.0 5.1 6.1
Por Acción 7
Datos anuales de Por Acción para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -2.8% $29.33 $26.24 $22.88 $15.96 $16.69 $12.24 $17.48 $19.12 $23.92 $20.48 $19.76 $30.16
Revenue / Share 12-point trend, +22.3% $68.51 $71.71 $69.58 $75.94 $60.02 $46.18 $56.75 $52.54 $43.33 $38.33 $45.28 $56.02
Cash Flow / Share 12-point trend, +153.6% $12.27 $12.42 $10.53 $1.76 $4.52 $6.66 $6.17 $4.83 $5.42 $6.23 $7.87 $4.84
Cash / Share 12-point trend, +369.1% $4.88 $4.11 $4.31 $3.66 $2.96 $2.67 $2.96 $2.90 $4.52 $3.21 $1.23 $1.04
Dividend / Share 5-point trend, +53.6% · · · · · · · $1 $1 $1 $1 $1
Dividend Paid / Share 9-point trend, +43.1% $2 $2 $2 $1 $1 $1 $1 $1 $1 · · ·
EPS (TTM) 12-point trend, +98.7% $6.02 $6.72 $7.73 $3.62 $4.34 $-4.21 $2.63 $-1.85 $3.91 $2.32 $-5.27 $3.03
Tasas de Crecimiento 8
Datos anuales de Tasas de Crecimiento para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -123.2% -7.0% 1.6% -9.0% 26.8% 30.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -133.8% -4.9% 5.4% 14.6% · · · · · · · · ·
Revenue CAGR 5Y 7.3% · · · · · · · · · · ·
EPS YoY 4-point trend, +37.2% -10.4% -13.1% 113.5% -16.6% · · · · · · · ·
EPS CAGR 3Y 2-point trend, +17.8% 18.5% 15.7% · · · · · · · · · ·
Net Income YoY 4-point trend, +21.4% -12.9% -14.6% 112.9% -16.4% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, +10.5% 16.6% 15.0% · · · · · · · · · ·
Dividend CAGR 5Y 3.7% · · · · · · · · · · ·
Valoración (TTM) 17
Datos anuales de Valoración (TTM) para CBT
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +1.8% $3.71B $3.99B $3.93B $4.32B $3.41B $2.61B $3.34B $3.24B $2.72B $2.41B $2.87B $3.65B
Net Income TTM 12-point trend, +66.3% $331M $380M $445M $209M $250M $-238M $157M $-113M $248M $147M $-334M $199M
Market Cap 12-point trend, +22.9% $4.02B $6.07B $3.83B $3.59B $2.84B $2.03B $2.59B $3.79B $3.45B $3.26B $1.97B $3.27B
Enterprise Value 12-point trend, +14.4% $4.89B $6.99B $4.86B $4.83B $3.84B $3.00B $3.48B $4.61B $4.10B $3.99B $2.89B $4.27B
P/E 12-point trend, -24.6% 12.6 16.6 9.0 17.6 11.5 -8.6 17.2 -33.9 14.3 22.6 -6.0 16.8
P/S 12-point trend, +20.8% 1.1 1.5 1.0 0.8 0.8 0.8 0.8 1.2 1.3 1.4 0.7 0.9
P/B 12-point trend, +54.0% 2.6 4.3 3.0 4.0 3.0 2.9 2.6 3.3 2.3 2.6 1.6 1.7
P / Tangible Book 6-point trend, -34.1% 3.0 4.9 3.6 5.1 4.0 4.5 · · · · · ·
P / Cash Flow 12-point trend, -41.8% 6.0 8.8 6.4 35.9 11.1 5.4 7.1 12.7 10.2 8.3 4.0 10.4
P / FCF 12-point trend, -54.7% 10.3 13.5 10.9 -32.4 45.9 11.5 18.6 54.9 17.9 11.6 5.5 22.7
EV / EBITDA 12-point trend, -20.9% 6.3 9.1 7.3 9.0 6.2 16.8 7.7 15.1 8.3 9.7 -21.5 8.0
EV / FCF 12-point trend, -57.9% 12.5 15.5 13.9 -43.5 61.9 16.9 25.0 66.9 21.2 14.2 8.1 29.7
EV / Revenue 12-point trend, +12.4% 1.3 1.7 1.2 1.1 1.1 1.1 1.0 1.4 1.5 1.7 1.0 1.2
Dividend Yield 12-point trend, +44.8% 2.4% 1.5% 2.3% 2.3% 2.8% 3.9% 3.1% 2.1% 2.2% 2.0% 2.8% 1.7%
Earnings Yield 12-point trend, +32.7% 7.9% 6.0% 11.2% 5.7% 8.7% -11.7% 5.8% -2.9% 7.0% 4.4% -16.7% 6.0%
Payout Ratio 12-point trend, +6.9% 29.0% 24.5% 19.8% 40.2% 32.0% -33.6% 51.0% -70.8% 31.9% 43.6% -16.8% 27.1%
Annual Payout 12-point trend, +77.8% $96M $93M $88M $84M $80M $80M $80M $80M $77M $65M $56M $54M

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

Estado de resultados
2025-09-302024-09-302023-09-302022-09-302021-09-30
Ingresos $3.71B$3.99B$3.93B$4.32B$3.41B
Margen Bruto % 25.3%24.0%21.3%20.5%23.4%
Margen Operativo % 16.7%15.4%13.4%9.0%13.3%
Beneficio neto $331M$380M$445M$209M$250M
EPS Diluido $6.02$6.72$7.73$3.62$4.34
Balance general
2025-09-302024-09-302023-09-302022-09-302021-09-30
Deuda / Patrimonio 0.70.81.01.61.2
Ratio corriente 1.62.12.01.61.2
Ratio Rápido 0.30.30.30.20.1
Flujo de Efectivo
2025-09-302024-09-302023-09-302022-09-302021-09-30
Flujo de caja libre $391M$451M$351M$-111M$62M

Últimas noticias Noticias recientes que mencionan a esta empresa

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Propietarios institucionales (13F) 424 declarantes · $3.4B 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
65 (+11 vs trimestre anterior) 36 (+5 vs trimestre anterior) 140 (+9 vs trimestre anterior) 98 (-18 vs trimestre anterior) +7.3M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD GROUP INC $362 678 990 5 471 922 10,81% Acciones
EARNEST PARTNERS LLC $303 855 475 3 345 689 9,06% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $279 447 237 3 076 935 8,33% Acciones
AMERICAN CENTURY COMPANIES INC $251 405 837 2 768 176 7,49% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $210 806 116 2 321 142 6,28% Acciones
STATE STREET CORP $196 664 716 2 165 434 5,86% Acciones
FULLER & THALER ASSET MANAGEMENT, INC. $181 959 103 2 003 514 5,42% Acciones
DIMENSIONAL FUND ADVISORS LP $162 971 875 1 794 449 4,86% Acciones
WELLINGTON MANAGEMENT GROUP LLP $158 327 233 1 743 308 4,72% Acciones
GEODE CAPITAL MANAGEMENT, LLC $138 096 029 1 520 307 4,12% Acciones
SNYDER CAPITAL MANAGEMENT L P $81 762 975 900 275 2,44% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $63 687 979 701 255 1,90% Acciones
FMR LLC $63 620 954 700 517 1,90% Acciones
NORGES BANK $52 158 380 574 305 1,55% Acciones
MILLENNIUM MANAGEMENT LLC $44 434 048 489 254 1,32% Acciones
Capital Research Global Investors $38 673 790 425 829 1,15% Acciones
Fiduciary Trust Co $35 640 129 392 426 1,06% Acciones
ProShare Advisors LLC $33 891 755 373 175 1,01% Acciones
Lightrock Netherlands B.V. $32 245 302 382 779 0,96% Acciones
VANGUARD FIDUCIARY TRUST CO $31 234 905 343 921 0,93% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $30 568 650 336 585 0,91% Acciones
JONES FINANCIAL COMPANIES LLLP $26 663 733 285 479 0,79% Acciones
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $25 764 182 283 684 0,77% Acciones
GOLDMAN SACHS GROUP INC $23 435 465 258 043 0,70% Acciones
Leeward Investments, LLC - MA $19 994 568 220 156 0,60% Acciones
First Eagle Investment Management, LLC $18 931 429 208 450 0,56% Acciones
EASTERN BANK $18 372 886 202 300 0,55% Acciones
VICTORY CAPITAL MANAGEMENT INC $17 056 541 187 806 0,51% Acciones
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $16 808 693 185 077 0,50% Acciones
ENVESTNET ASSET MANAGEMENT INC $16 697 207 183 849 0,50% Acciones
PRINCIPAL FINANCIAL GROUP INC $16 587 456 182 641 0,49% Acciones
RHUMBLINE ADVISERS $15 728 818 173 187 0,47% Acciones
BANK OF AMERICA CORP /DE/ $12 969 731 142 807 0,39% Acciones
PEAK6 LLC $12 860 112 141 600 0,38% Opción de compra
California Public Employees Retirement System $10 495 159 115 560 0,31% Acciones
Cambria Investment Management, L.P. $9 707 568 106 888 0,29% Acciones
Swiss National Bank $9 517 936 104 800 0,28% Acciones
Caisse de depot et placement du Quebec $8 708 639 95 889 0,26% Acciones
DENALI ADVISORS LLC $7 874 730 86 707 0,23% Acciones
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $7 576 386 83 422 0,23% Acciones
ALLIANCEBERNSTEIN L.P. $7 457 648 99 026 0,22% Acciones
AMERIPRISE FINANCIAL INC $6 711 328 73 897 0,20% Acciones
MORGAN STANLEY $6 374 020 70 183 0,19% Acciones
Aureus Asset Management, LLC $6 092 206 67 080 0,18% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $6 072 952 66 868 0,18% Acciones
PEREGRINE CAPITAL MANAGEMENT LLC $6 033 808 66 437 0,18% Acciones
FIRST TRUST ADVISORS LP $5 829 911 64 192 0,17% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5 396 706 59 422 0,16% Acciones
JANE STREET GROUP, LLC $5 312 970 58 500 0,16% Opción de compra
BROWN BROTHERS HARRIMAN & CO $5 030 792 55 393 0,15% Acciones
MetLife Investment Management, LLC $4 942 606 54 422 0,15% Acciones
BlackRock, Inc. $4 889 930 53 842 0,15% Acciones
Retirement Systems of Alabama $4 848 880 53 390 0,14% Acciones
FIFTH THIRD BANCORP $4 790 611 52 748 0,14% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4 772 319 63 369 0,14% Acciones
Ballast Asset Management, LP $4 768 958 52 510 0,14% Acciones
RAYMOND JAMES FINANCIAL INC $4 731 194 52 094 0,14% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $4 613 474 50 798 0,14% Acciones
MERCER GLOBAL ADVISORS INC /ADV $4 597 145 50 618 0,14% Acciones
Man Group plc $4 309 500 47 451 0,13% Acciones
Bridgewater Associates, LP $4 307 048 47 424 0,13% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $4 287 703 47 211 0,13% Acciones
WELLS FARGO & COMPANY/MN $4 201 061 46 257 0,13% Acciones
1492 Capital Management LLC $4 005 253 44 101 0,12% Acciones
LAZARD ASSET MANAGEMENT LLC $3 993 537 43 972 0,12% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3 903 444 42 980 0,12% Acciones
PRUDENTIAL FINANCIAL INC $3 693 468 40 668 0,11% Acciones
Brevan Howard Capital Management LP $3 581 578 39 436 0,11% Acciones
Cetera Investment Advisers $3 115 674 34 306 0,09% Acciones
UBS Group AG $2 811 242 30 954 0,08% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 756 841 30 355 0,08% Acciones
Legal & General Group Plc $2 733 682 30 100 0,08% Acciones
Moran Wealth Management, LLC $2 524 342 27 795 0,08% Acciones
SEI INVESTMENTS CO $2 517 220 27 716 0,08% Acciones
Quantinno Capital Management LP $2 409 591 26 531 0,07% Acciones
Bank of New York Mellon Corp $2 403 733 26 467 0,07% Acciones
KLP KAPITALFORVALTNING AS $2 397 648 26 400 0,07% Acciones
Polaris Capital Management, LLC $2 386 114 26 273 0,07% Acciones
Holocene Advisors, LP $2 324 901 25 599 0,07% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $2 284 577 25 155 0,07% Acciones
Riverwater Partners LLC $2 262 962 24 917 0,07% Acciones
INTECH INVESTMENT MANAGEMENT LLC $2 133 362 23 490 0,06% Acciones
ISTHMUS PARTNERS, LLC $2 028 283 22 333 0,06% Acciones
Trexquant Investment LP $1 951 994 21 493 0,06% Acciones
D. E. Shaw & Co., Inc. $1 909 490 21 025 0,06% Acciones
Sensible Financial Planning & Management, LLC. $1 899 653 24 979 0,06% Acciones
State of Tennessee, Department of Treasury $1 840 377 20 264 0,05% Acciones
Vanguard Global Advisers, LLC $1 838 651 20 245 0,05% Acciones
JANUS HENDERSON GROUP PLC $1 754 258 23 283 0,05% Acciones
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $1 694 338 18 656 0,05% Acciones
LPL Financial LLC $1 676 863 18 464 0,05% Acciones
H D Vest Advisory Services $1 672 434 22 299 0,05% Acciones
IRONWOOD INVESTMENT MANAGEMENT LLC $1 634 578 17 998 0,05% Acciones
Cascade Investment Advisors, Inc. $1 515 332 16 685 0,05% Acciones
CITADEL ADVISORS LLC $1 498 530 16 500 0,04% Opción de compra
Horizon Investments, LLC $1 487 268 16 376 0,04% Acciones
Zurcher Kantonalbank (Zurich Cantonalbank) $1 427 781 15 721 0,04% Acciones
Police & Firemen's Retirement System of New Jersey $1 399 899 15 414 0,04% Acciones
Gotham Asset Management, LLC $1 395 994 15 371 0,04% Acciones
Keeley-Teton Advisors, LLC $1 393 094 16 756 0,04% Acciones

Informantes de la empresa 51 insiders · 22 directivos · 28 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Kennett F Burnes Chairman, CEO and President 3 de agosto de 2007 A 814 622 0 0 $0
Erica Mclaughlin Executive Vice President, CFO 12 de junio de 2026 A 77 782 0 0 $0
Eduardo E Cordeiro Executive Vice President, CFO 9 de marzo de 2018 A 73 956 0 0 $0
Jonathan P Mason Executive Vice President, CFO 13 de febrero de 2009 D 3 334 0 0 $0
John A Shaw Executive Vice President, CFO 22 de diciembre de 2005 G 91 704 0 0 $0
William F Masterson III Senior Vice President 12 de junio de 2026 A 7 210 0 0 $0
Lisa M Dumont VP, Controller & CAO 12 de junio de 2026 A 11 715 0 0 $0
Matthew Forster Wood Senior Vice President 19 de noviembre de 2025 F 13 496 0 0 $0
Jeff Ji Zhu Executive Vice President 19 de noviembre de 2025 A 85 337 0 0 $0
Hobart Kalkstein Executive Vice President 13 de junio de 2025 A 53 169 0 0 $0
James Patrick Kelly Vice President and Controller 31 de diciembre de 2019 A 26 582 0 0 $0
John R Doubman Senior Vice President 30 de septiembre de 2019 A 7 780 0 0 $0
Brian A Berube SVP, General Counsel 8 de marzo de 2019 A 49 813 0 0 $0
Friedrich Von Gottberg Senior Vice President 20 de noviembre de 2018 F 22 822 0 0 $0
Nicholas S. Cross Executive Vice President 21 de agosto de 2018 M 48 597 0 0 $0
David A Miller Executive Vice President 13 de noviembre de 2014 M 25 175 0 0 $0
William J Brady Executive Vice President 18 de mayo de 2009 S 99 321 0 0 $0
Ravijit Paintal Vice President 6 de agosto de 2007 A 55 900 0 0 $0
Dirk Blevi Executive Vice President 16 de julio de 2007 A 65 417 0 0 $0
Paul J Gormisky Vice President 16 de diciembre de 2005 S 84 221 0 0 $0
David J Elliott Controller 2 de agosto de 2005 A 28 673 0 0 $0
Carol Flack Vice President 2 de agosto de 2004 A 22 000 0 0 $0
Raffiq Nathoo Consejero 30 de junio de 2026 A 9 266 0 0 $0
Douglas G Delgrosso Consejero 12 de junio de 2026 A 15 079 0 0 $0
Michelle Elizabeth Williams Consejero 8 de enero de 2026 A 6 776 0 0 $0
Michael M Morrow Consejero 8 de enero de 2026 A 22 302 0 0 $0
Thierry Fj Vanlancker Consejero 8 de enero de 2026 A 4 902 0 0 $0
Christine Y Yan Consejero 8 de enero de 2026 A 17 171 0 0 $0
Cynthia A Arnold Consejero 8 de enero de 2026 A 19 620 0 0 $0
Frank Anders Wilson Consejero 8 de enero de 2026 A 18 552 0 0 $0
William C. Kirby Consejero 8 de enero de 2026 A 27 688 0 0 $0
Cabot Juan Enriquez Consejero 8 de enero de 2026 A 41 526 0 0 $0
Matthais L. Wolfgruber Consejero 14 de marzo de 2025 A 22 099 0 0 $0
Sue H. Rataj Consejero 11 de enero de 2024 A 27 460 0 0 $0
Mark S Wrighton Consejero 7 de enero de 2021 A 47 590 0 0 $0
Patrick M. Prevost Consejero 9 de enero de 2020 A 220 166 0 0 $0
John F Obrien Consejero 9 de enero de 2020 A 53 992 0 0 $0
John K Mcgillicuddy Consejero 10 de enero de 2019 A 20 273 0 0 $0
Roderick Macleod Consejero 12 de enero de 2018 A 16 193 0 0 $0
Lydia W Thomas Consejero 13 de enero de 2017 A 32 849 0 0 $0
Henry F Mccance Consejero 8 de enero de 2016 A 21 942 0 0 $0
Ronaldo H Schmitz Consejero 8 de enero de 2016 A 27 942 0 0 $0
John S Clarkeson Consejero 9 de enero de 2015 A 33 142 0 0 $0
Gautam S Kaji Consejero 10 de enero de 2014 A 23 619 0 0 $0
Arthur L Goldstein Consejero 14 de enero de 2011 A 27 949 0 0 $0
Shengman Zhang Consejero 8 de enero de 2010 A 9 375 0 0 $0
John H Mcarthur Consejero 12 de enero de 2007 A 4 935 0 0 $0
John G L Cabot Consejero 3 de diciembre de 2004 G 2 570 0 0 $0
Sean D Keohane 7 de agosto de 2026 M 404 134 0 1 $-7 943 066
Karen A Kalita 12 de junio de 2026 A 45 242 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 14 tenencias

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 21 de agosto de 2009 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 12 de agosto de 2009 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 5 de agosto de 2009 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 1 de junio de 2009 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 12 de agosto de 2008 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 4 de enero de 2008 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 18 de diciembre de 2007 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 20 de junio de 2006 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 13 de enero de 2006 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 9 de noviembre de 2005 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 21 de octubre de 2005 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 27 de septiembre de 2005 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 15 de septiembre de 2005 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 29 de agosto de 2005 Presentación inicial Inversión pasiva SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 102 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
TINT · ProShares Trust 4,97% 1 202 NS 31 de mayo de 2026 N-PORT
TINY · ProShares Trust 4,68% 4 436 NS 31 de mayo de 2026 N-PORT
REGL · ProShares Trust 1,81% 346 594 NS 31 de mayo de 2026 N-PORT
PYZ · Invesco Exchange-Traded Fund Trust 1,45% 12 963 SH 8 de agosto de 2026 Diario
EPSV · Harbor ETF Trust 1,29% 833 NS 30 de abril de 2026 N-PORT
VRAI · ETFis Series Trust I 1,15% 2 750 NS 30 de abril de 2026 N-PORT
EPSB · Harbor ETF Trust 1,14% 689 NS 30 de abril de 2026 N-PORT
DRIV · Global X Funds 1,03% 55 934 NS 31 de mayo de 2026 N-PORT
MYLD · Cambria ETF Trust 1,01% 3 876 NS 30 de abril de 2026 N-PORT
SYLD · Cambria ETF Trust 1,00% 124 717 NS 30 de abril de 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,70% 2 180 536 NS 31 de mayo de 2026 N-PORT
ESSC · Strategy Shares 0,59% 1 958 NS 30 de abril de 2026 N-PORT
CALF · Pacer Funds Trust 0,54% 240 693 NS 30 de abril de 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0,50% 19 464 SH 8 de agosto de 2026 Diario
FLOW · Global X Funds 0,46% 1 512 NS 31 de mayo de 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0,36% 8 486 NS 30 de abril de 2026 N-PORT
EBIT · Harbor ETF Trust 0,36% 528 NS 30 de abril de 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,33% 6 169 NS 31 de mayo de 2026 N-PORT
VAW · VANGUARD WORLD FUND 0,31% 153 260 SH 8 de agosto de 2026 Diario
VTWV · VANGUARD SCOTTSDALE FUNDS 0,30% 45 603 SH 8 de agosto de 2026 Diario
IWN · iShares Trust 0,29% 488 640 SH 8 de agosto de 2026 Diario
IVOV · VANGUARD ADMIRAL FUNDS 0,27% 44 329 SH 8 de agosto de 2026 Diario
FMAT · FIDELITY COVINGTON TRUST 0,26% 20 412 NS 30 de abril de 2026 N-PORT
IJJ · iShares Trust 0,26% 262 694 SH 8 de agosto de 2026 Diario
FBCV · FIDELITY COVINGTON TRUST 0,25% 5 214 NS 30 de abril de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 18 117 NS 30 de abril de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,23% 36 872 NS 30 de abril de 2026 N-PORT
ROSC · Lattice Strategies Trust 0,23% 1 611 NS 30 de abril de 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,22% 220 736 NS 31 de mayo de 2026 N-PORT
MIDE · DBX ETF Trust 0,18% 70 NS 29 de mayo de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,18% 1 861 NS 30 de abril de 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,18% 56 087 NS 31 de mayo de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,15% 22 948 SH 8 de agosto de 2026 Diario
QVMM · Invesco Exchange-Traded Fund Trust … 0,14% 7 299 SH 8 de agosto de 2026 Diario
IWM · iShares Trust 0,14% 1 325 934 SH 8 de agosto de 2026 Diario
XJH · iShares Trust 0,14% 6 973 SH 8 de agosto de 2026 Diario
ISCV · iShares Trust 0,14% 11 324 SH 8 de agosto de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,14% 300 676 SH 8 de agosto de 2026 Diario
IVOO · VANGUARD ADMIRAL FUNDS 0,13% 83 291 SH 8 de agosto de 2026 Diario
IJH · iShares Trust 0,12% 1 779 862 SH 8 de agosto de 2026 Diario
RSSL · Global X Funds 0,12% 22 664 NS 30 de abril de 2026 N-PORT
EBI · RBB Fund Trust 0,12% 9 140 NS 31 de mayo de 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,12% 138 NS 31 de mayo de 2026 N-PORT
PTMC · Pacer Funds Trust 0,12% 5 936 NS 30 de abril de 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,12% 12 974 NS 31 de mayo de 2026 N-PORT
ITWO · ProShares Trust 0,11% 2 460 NS 31 de mayo de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,11% 35 151 NS 30 de abril de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,11% 192 835 NS 30 de abril de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,10% 751 602 SH 8 de agosto de 2026 Diario
VFQY · VANGUARD WELLINGTON FUND 0,10% 5 157 SH 8 de agosto de 2026 Diario