CBZ CBIZ, Inc. Common Stock
$54,93
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$24–$67
71% of range
Calificación del Analista
HOLD
9 analysts
Precio Objetivo
$52
P/E (TTM)
30.0
ROE
—
Margen de Beneficio Neto
4.2%
CBZ Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$54.93
Capitalización Bursátil
$2.99B
P/E (TTM)
30.0
BPA (TTM)
$1.83
Ingresos (TTM)
$2.76B
Rendimiento div.
—
ROE
—
Deuda/Capital
—
Rango 52S
$24 – $67
CBZ 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
$2.76B
2016-12-31
→
2025-12-31
BPA
$1.83
2016-12-31
→
2025-12-31
Flujo de caja libre
$176M
2016-12-31
→
2025-12-31
Márgenes
4.2%
2016-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
CBZ
Mediana de Pares
P/E (TTM)
30.0
23.3
P/S (TTM) (P/V (TTM))
1.1
1.4
Price / FCF (Precio / FCF)
17.0
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
CBZ
Mediana de Pares
Gross Margin (Margen Bruto)
12.9%
37.2%
Operating Margin (Margen Operativo)
8.5%
—
Net Profit Margin (Margen de Beneficio Neto)
4.2%
5.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
CBZ
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
CBZ
Mediana de Pares
Revenue YoY (Ingresos interanuales)
52.1%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
25.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
23.4%
—
EPS YoY (EPS interanual)
134.6%
—
Net Income YoY (Beneficio Neto interanual)
181.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
CBZ
Mediana de Pares
CBZ Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 3 33,3%
- Compra 2 22,2%
- Mantener 4 44,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-19
Mediana
$55.00
Media
$51.67
Ahora
$54.93
Mín
$45.00
Máx
$55.00
Objetivo mediano
$55.00
+0,1%
Objetivo medio
$51.67
-5,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.12%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.91 | $0.80 | 0.11% |
| 31 de marzo de 2026 | $2.50 | $2.22 | 0.28% |
| 31 de diciembre de 2025 | $-0.70 | $-0.67 | -0.03% |
| 30 de septiembre de 2025 | $1.01 | $0.91 | 0.10% |
| 30 de junio de 2025 | $0.95 | $0.85 | 0.10% |
| 31 de marzo de 2025 | $2.29 | $2.13 | 0.16% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CBZ | $2.74B | 27.6 | 52.1% | 4.2% | — | 12.9% |
| KBR | $5.12B | 12.6 | 0.99% | 5.3% | 28.1% | 14.8% |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| FCN | $5.27B | 20.7 | 2.4% | 7.1% | 14.9% | 32.1% |
| EXPO | — | 33.9 | 4.2% | 18.2% | 25.9% | — |
| HURN | — | 29.6 | 11.7% | 6.2% | 20.9% | — |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
| TIC | — | — | — | — | — | — |
| ICFI | $1.56B | 17.2 | -7.3% | 4.9% | 9.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.76B | $1.81B | $1.59B | $1.41B | $1.10B | $964M | $948M | $922M | $855M | $800M | $750M | $719M | |
| Cost of Revenue | $2.40B | $1.63B | $1.37B | $1.19B | $946M | $825M | $823M | $790M | $756M | $698M | $652M | $630M | |
| Gross Profit | $355M | $182M | $223M | $223M | $159M | $139M | $125M | $132M | $100M | $102M | $98M | $90M | |
| SG&A Expense | $121M | $109M | $58M | $55M | $56M | $46M | $44M | $39M | $33M | $36M | $33M | $34M | |
| Operating Income | $234M | $74M | $165M | $168M | $73M | $92M | $81M | $93M | $66M | $66M | $66M | $55M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $9M | $13M | |
| Other Non-op | $33M | $14M | $21M | $-19M | $18M | $16M | $18M | $-7M | $14M | $7M | $1M | $7M | |
| Pretax Income | $161M | $58M | $166M | $141M | $93M | $103M | $93M | $80M | $74M | $67M | $58M | $51M | |
| Income Tax | $45M | $17M | $45M | $36M | $22M | $25M | $22M | $18M | $23M | $26M | $23M | $20M | |
| Net Income | $115M | $41M | $121M | $105M | $71M | $78M | $71M | $62M | $50M | $40M | $34M | $30M | |
| EPS (Basic) | $1.84 | $0.78 | $2.42 | $2.05 | $1.35 | $1.44 | $1.30 | $1.13 | $0.94 | $0.77 | $0.69 | $0.62 | |
| EPS (Diluted) | $1.83 | $0.78 | $2.39 | $2.01 | $1.32 | $1.41 | $1.26 | $1.09 | $0.91 | $0.75 | $0.65 | $0.58 | |
| Shares (Basic) | 62,909,000 | 52,375,000 | 49,989,000 | 51,502,000 | 52,637,000 | 54,288,000 | 54,299,000 | 54,561,000 | 53,862,000 | 52,321,000 | 50,280,000 | 48,343,000 | |
| Shares (Diluted) | 63,240,000 | 52,661,000 | 50,557,000 | 52,388,000 | 53,723,000 | 55,359,000 | 55,895,000 | 56,487,000 | 55,689,000 | 53,513,000 | 52,693,000 | 51,487,000 | |
| EBITDA | $332M | $122M | $202M | $201M | $100M | $116M | $103M | $116M | $90M | $88M | $84M | $75M |
Balance general 26
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $18M | $14M | $8M | $5M | $2M | $5M | $567.0K | $640.0K | $424.0K | $3M | $850.0K | $979.0K | |
| Receivables | $556M | $535M | $380M | $334M | $242M | $216M | $222M | $207M | $188M | $175M | $154M | $143M | |
| Other Current Assets | $80M | $73M | $35M | $29M | $19M | $24M | $24M | $27M | $23M | $21M | $16M | $15M | |
| Current Assets | $899M | $836M | $613M | $568M | $452M | $436M | $456M | $424M | $448M | $442M | $372M | $379M | |
| PP&E (Net) | $81M | $88M | $57M | $45M | $43M | $41M | $39M | $34M | $26M | $19M | $20M | $18M | |
| PP&E (Gross) | $212M | $204M | $169M | $145M | $133M | $123M | $119M | $111M | $102M | $92M | $89M | $88M | |
| Accum. Depreciation | $130M | $116M | $112M | $100M | $90M | $82M | $80M | $77M | $76M | $72M | $68M | $70M | |
| Goodwill | $2.33B | $2.33B | $865M | $820M | $741M | $683M | $588M | $564M | $528M | $487M | $448M | $435M | |
| Other Non-current Assets | $38M | $41M | $11M | $11M | $5M | $4M | $3M | $4M | $3M | $2M | $2M | $4M | |
| Total Assets | $4.41B | $4.47B | $2.04B | $1.88B | $1.63B | $1.51B | $1.40B | $1.18B | $1.18B | $1.12B | $996M | $991M | |
| Accounts Payable | $91M | $91M | $83M | $81M | $66M | $64M | $69M | $59M | $51M | $46M | $36M | $37M | |
| Short-term Debt | · | · | · | · | · | · | · | · | $2M | $1M | · | $760.0K | |
| Current Liabilities | $736M | $706M | $512M | $512M | $423M | $378M | $366M | $321M | $334M | $339M | $271M | $295M | |
| Capital Leases | $308M | $373M | $204M | $174M | $146M | $142M | $132M | · | · | · | · | · | |
| Deferred Tax | $7M | $11M | $29M | $25M | $15M | $9M | $12M | $7M | $3M | $4M | $5M | $3M | |
| Other Non-current Liabilities | $7M | $63M | $2M | $573.0K | $1M | $12M | $2M | $22M | $18M | $12M | $7M | $8M | |
| Total Liabilities | $2.65B | $2.69B | $1.25B | $1.17B | $923M | $811M | $742M | $589M | $645M | $639M | $568M | $591M | |
| Long-term Debt | $1.46B | $1.40B | $311M | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | $1.40B | $311M | $264M | $155M | $107M | $104M | $134M | $180M | $191M | · | $760.0K | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $1.01B | $896M | $855M | $734M | $629M | $558M | $480M | $409M | $345M | $295M | $255M | $221M | |
| Treasury Stock | $1.08B | $911M | $899M | $825M | $695M | $595M | $536M | $509M | $491M | $471M | $462M | $426M | |
| AOCI | $-3M | $1M | $2M | $4M | $-967.0K | $-2M | $-680.0K | $-482.0K | $-182.0K | $-504.0K | $-633.0K | $-695.0K | |
| Stockholders' Equity | $1.76B | $1.78B | $792M | $713M | $705M | $703M | $659M | $594M | $531M | $480M | $428M | $400M | |
| Liabilities + Equity | $4.41B | $4.47B | $2.04B | $1.88B | $1.63B | $1.51B | $1.40B | $1.18B | $1.18B | $1.12B | $996M | $991M | |
| Shares Outstanding | 54,380,000 | 50,198,000 | 49,814,000 | 50,180,000 | 52,038,000 | 54,099,000 | 55,419,000 | 55,072,000 | 54,591,000 | 54,044,000 | 52,954,000 | 49,487,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $98M | $48M | $36M | $33M | $27M | $23M | $22M | $24M | $23M | $22M | $20M | $20M | |
| Stock-based Comp | $26M | $14M | $12M | $15M | $11M | $9M | $7M | · | · | · | · | · | |
| Deferred Tax | $6M | $-15M | $5M | $8M | $6M | $-2M | $5M | $3M | $-318.0K | $5M | $2M | $3M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $15M | $14M | |
| Other Non-cash | $-54M | $36M | $-21M | $-35M | $15M | $48M | $220.0K | $17M | $-1M | $4M | $-9M | $-8M | |
| Operating Cash Flow | $192M | $124M | $154M | $126M | $131M | $147M | $98M | $105M | $77M | $74M | $47M | $44M | |
| CapEx | $17M | $13M | $23M | $9M | $9M | $12M | $14M | $15M | $12M | $4M | $7M | $5M | |
| Investing Cash Flow | $-16M | $-1.13B | $-79M | $-99M | $-82M | $-46M | $-28M | $-48M | $-49M | $-10M | $-7M | $-64M | |
| Stock Repurchased | $160M | $0 | $65M | $123M | $97M | $56M | $27M | $17M | $20M | $9M | $36M | $28M | |
| Net Stock Activity | $-160M | $0 | $-65M | $-123M | $-100M | $-59M | $-27M | $-17M | $-20M | $-9M | $-36M | $-28M | |
| Financing Cash Flow | $-146M | $1.04B | $-77M | $-17M | $-69M | $-77M | $-55M | $-109M | $-46M | $-18M | · | · | |
| Net Change in Cash | $31M | $30M | $-3M | $10M | $-20M | $24M | $16M | $-52M | $-17M | $46M | $-129.0K | $208.0K | |
| Taxes Paid | $24M | $38M | $40M | $28M | $17M | $26M | $17M | $15M | $25M | $19M | $24M | $18M | |
| Free Cash Flow | $176M | $111M | $130M | $117M | $122M | $135M | $84M | $91M | $60M | $67M | $40M | $39M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $35M | $31M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 12.9% | 10.1% | 14.0% | 15.8% | 14.4% | 14.4% | 13.2% | 14.3% | 11.7% | 12.8% | 12.9% | 12.5% | |
| Operating Margin | 8.5% | 4.1% | 10.4% | 11.9% | 6.6% | 9.6% | 8.5% | 10.0% | 7.8% | 8.2% | 8.5% | 7.7% | |
| Net Margin | 4.2% | 2.3% | 7.6% | 7.5% | 6.4% | 8.1% | 7.5% | 6.7% | 5.9% | 5.0% | 4.5% | 4.1% | |
| Pretax Margin | 5.8% | 3.2% | 10.4% | 10.0% | 8.4% | 10.7% | 9.8% | 8.7% | 8.7% | 8.4% | 7.7% | 7.0% | |
| EBITDA Margin | 12.0% | 6.7% | 12.7% | 14.2% | 9.0% | 12.0% | 10.8% | 12.6% | 10.5% | 11.0% | 11.2% | 10.5% | |
| ROA | · | 1.3% | 6.2% | 6.0% | 4.5% | 5.4% | 5.5% | 5.2% | 4.4% | 3.8% | 3.4% | 3.1% | |
| ROE | · | 3.0% | 15.1% | 14.2% | 10.0% | 11.0% | 10.8% | 10.3% | 10.0% | 8.8% | 8.2% | 7.7% | |
| ROIC | · | 1.7% | 10.9% | 12.8% | 6.4% | 8.6% | 8.1% | 9.8% | 6.4% | 5.9% | 9.0% | 8.3% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.2 | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.4 | 1.3 | |
| Quick Ratio | · | 0.8 | 0.8 | 0.7 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | 0.6 | 0.5 | |
| Debt / Equity | · | 0.8 | 0.4 | 0.4 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.4 | · | 0.0 | |
| LT Debt / Equity | · | 0.7 | 0.4 | 0.4 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.4 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 7.2 | 4.2 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.6 | 0.8 | 0.8 | 0.7 | 0.7 | 0.7 | 0.8 | 0.7 | 0.8 | 0.8 | 0.8 | |
| Receivables Turnover | · | 4.0 | 4.5 | 4.9 | 4.8 | 4.4 | 4.4 | 4.7 | 4.7 | 4.9 | 5.1 | 5.1 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 52.1% | 14.0% | 12.7% | 27.8% | 14.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 25.0% | 18.0% | 18.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 134.6% | -67.4% | 18.9% | 52.3% | -6.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -3.1% | -16.1% | 19.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 181.3% | -66.1% | 14.8% | 48.6% | -9.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.1% | -16.7% | 15.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.76B | $1.81B | $1.59B | $1.41B | $1.10B | $964M | $948M | $922M | $855M | $800M | $750M | $719M | |
| Net Income TTM | $115M | $41M | $121M | $105M | $71M | $78M | $71M | $62M | $50M | $40M | $34M | $30M | |
| Market Cap | $2.74B | $4.11B | $3.12B | $2.35B | $2.04B | $1.44B | $1.49B | $1.08B | $843M | $740M | $522M | $424M | |
| Enterprise Value | · | $5.49B | $3.42B | $2.61B | $2.19B | $1.54B | $1.60B | $1.22B | $1.02B | $928M | · | $423M | |
| P/E | 27.6 | 104.9 | 26.2 | 23.3 | 29.6 | 18.9 | 21.4 | 18.1 | 17.0 | 18.3 | 15.2 | 14.8 | |
| P/S | 1.0 | 2.3 | 2.0 | 1.7 | 1.8 | 1.5 | 1.6 | 1.2 | 1.0 | 0.9 | 0.7 | 0.6 | |
| P/B | · | 2.3 | 3.9 | 3.3 | 2.9 | 2.0 | 2.3 | 1.8 | 1.6 | 1.5 | 1.2 | 1.1 | |
| P / Tangible Book | · | · | · | · | · | 73.7 | · | · | · | · | · | · | |
| P / Cash Flow | 14.3 | 33.2 | 20.3 | 18.6 | 15.5 | 9.8 | 15.2 | 10.3 | 11.7 | 10.4 | 11.0 | 9.6 | |
| P / FCF | 15.6 | 37.1 | 23.9 | 20.0 | 16.7 | 10.6 | 17.7 | 12.0 | 14.0 | 11.1 | 13.1 | 10.8 | |
| EV / EBITDA | · | 45.1 | 17.0 | 13.0 | 21.9 | 13.3 | 15.5 | 10.5 | 11.4 | 10.6 | · | 5.6 | |
| EV / FCF | · | 49.6 | 26.2 | 22.2 | 17.9 | 11.4 | 19.0 | 13.4 | 17.0 | 13.9 | · | 10.8 | |
| EV / Revenue | · | 3.0 | 2.1 | 1.8 | 2.0 | 1.6 | 1.7 | 1.3 | 1.2 | 1.2 | · | 0.6 | |
| Earnings Yield | 3.6% | 0.95% | 3.8% | 4.3% | 3.4% | 5.3% | 4.7% | 5.5% | 5.9% | 5.5% | 6.6% | 6.8% |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $682M | $849M | $543M | $694M | $683M | $838M | $460M | $439M | $420M | $494M | $328M | $411M | $399M | $455M | $295M | $363M | |
| Cost of Revenue | $610M | $623M | $593M | $604M | $596M | $610M | $522M | $366M | $366M | $376M | $341M | $342M | $344M | $341M | $303M | $306M | |
| Gross Profit | $72M | $226M | $-51M | $90M | $88M | $228M | $-62M | $73M | $54M | $118M | $-13M | $68M | $55M | $114M | $-8M | $57M | |
| SG&A Expense | $38M | $42M | $34M | $31M | $28M | $28M | $45M | $23M | $22M | $19M | $13M | $13M | $16M | $16M | $12M | $16M | |
| Operating Income | $34M | $196M | $-85M | $59M | $60M | $200M | $-107M | $50M | $32M | $99M | $-27M | $55M | $39M | $98M | $-19M | $41M | |
| Other Non-op | $14M | $-4M | $2M | $8M | $25M | $-2M | $331.0K | $1M | $2M | $9M | $13M | $-2M | $5M | $5M | $6M | $-3M | |
| Pretax Income | $24M | $215M | $-110M | $40M | $58M | $173M | $-125M | $51M | $28M | $104M | $-19M | $47M | $39M | $100M | $-16M | $37M | |
| Income Tax | $5M | $62M | $-31M | $10M | $16M | $50M | $-35M | $16M | $8M | $27M | $-6M | $14M | $12M | $26M | $-5M | $9M | |
| Net Income | $19M | $153M | $-79M | $30M | $42M | $123M | $-91M | $35M | $20M | $77M | $-13M | $34M | $27M | $73M | $-11M | $27M | |
| EPS (Basic) | $0.31 | $2.49 | $-1.22 | $0.48 | $0.66 | $1.92 | $-1.85 | $0.70 | $0.39 | $1.54 | $-0.25 | $0.68 | $0.54 | $1.45 | $-0.20 | $0.53 | |
| EPS (Diluted) | $0.31 | $2.49 | $-1.22 | $0.48 | $0.66 | $1.91 | $-1.84 | $0.70 | $0.39 | $1.53 | $-0.25 | $0.67 | $0.53 | $1.44 | $-0.22 | $0.53 | |
| Shares (Basic) | 59,500,000 | 61,424,000 | -126,836,000 | 62,360,000 | 63,542,000 | 63,843,000 | -97,926,000 | 50,145,000 | 50,111,000 | 50,045,000 | -100,179,000 | 49,838,000 | 49,963,000 | 50,367,000 | -103,985,000 | 51,457,000 | |
| Shares (Diluted) | 59,703,000 | 61,537,000 | -127,385,000 | 62,699,000 | 63,784,000 | 64,142,000 | -98,237,000 | 50,401,000 | 50,276,000 | 50,221,000 | -100,961,000 | 50,371,000 | 50,385,000 | 50,762,000 | -105,336,000 | 52,238,000 | |
| EBITDA | $34M | $220M | · | $59M | $60M | $225M | · | $50M | $32M | $109M | · | $55M | $39M | $107M | · | $41M |
Balance general 25
| 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 | $21M | $29M | $18M | $17M | $40M | $9M | $14M | $1M | $1M | $1M | $8M | $1M | $4M | $2M | $5M | $2M | |
| Receivables | $712M | $769M | $556M | $720M | $676M | $735M | $535M | $477M | $478M | $504M | · | $466M | $456M | $443M | · | $399M | |
| Other Current Assets | $87M | $78M | $80M | $97M | $82M | $77M | $73M | $43M | $39M | $42M | · | $38M | $42M | $31M | · | $17M | |
| Current Assets | $1.00B | $1.07B | $899M | $1.01B | $966M | $1.00B | $836M | $676M | $694M | $722M | · | $666M | $686M | $650M | · | $583M | |
| PP&E (Net) | $85M | $80M | $81M | $84M | $89M | $92M | $88M | $56M | $57M | $58M | · | $55M | $51M | $47M | · | $45M | |
| PP&E (Gross) | · | · | $212M | · | · | · | $204M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $130M | · | · | · | $116M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.34B | $2.33B | $2.33B | · | · | · | $2.33B | · | · | · | $865M | · | · | · | $820M | · | |
| Other Non-current Assets | $36M | $34M | $38M | $40M | $39M | $40M | $41M | $7M | $9M | $11M | · | $15M | $14M | $13M | · | $11M | |
| Total Assets | $4.57B | $4.63B | $4.41B | $4.55B | $4.54B | $4.59B | $4.47B | $2.13B | $2.16B | $2.20B | · | $2.07B | $2.09B | $2.04B | · | $1.90B | |
| Accounts Payable | $116M | $87M | $91M | $100M | $119M | $103M | $91M | $87M | $109M | $94M | · | $81M | $126M | $83M | · | $74M | |
| Current Liabilities | $684M | $656M | $736M | $642M | $602M | $660M | $706M | $453M | $468M | $470M | · | $474M | $501M | $461M | · | $459M | |
| Capital Leases | $387M | $395M | $308M | $322M | $346M | $360M | $373M | $190M | $195M | $201M | · | $182M | $175M | $183M | · | $182M | |
| Deferred Tax | $45M | $30M | $7M | $5M | $13M | $1M | $11M | $34M | $33M | $32M | · | $32M | $29M | $27M | · | $23M | |
| Other Non-current Liabilities | $6M | $5M | $7M | $7M | $6M | $3M | $63M | $2M | $1M | $1M | · | $665.0K | $523.0K | $1M | · | $564.0K | |
| Total Liabilities | $2.71B | $2.74B | $2.65B | $2.67B | $2.65B | $2.67B | $2.69B | $1.21B | $1.27B | $1.33B | · | $1.26B | $1.31B | $1.27B | · | $1.13B | |
| Long-term Debt | $1.46B | $1.54B | $1.46B | $1.57B | $1.55B | $1.53B | $1.40B | · | · | · | · | · | · | · | · | · | |
| Total Debt | $1.46B | $1.54B | · | $1.57B | $1.55B | $1.53B | · | $336M | $380M | $436M | · | $393M | $409M | $402M | · | $269M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $1.18B | $1.17B | $1.01B | $1.09B | $1.06B | $1.02B | $896M | $987M | $952M | $932M | · | $868M | $834M | $807M | · | $746M | |
| Treasury Stock | $1.15B | $1.11B | $1.08B | $1.05B | $990M | $918M | $911M | $911M | $910M | $910M | · | $892M | $882M | $854M | · | $770M | |
| AOCI | $699.0K | $-2M | $-3M | $-3M | $-2M | $-16.0K | $1M | $157.0K | $3M | $3M | · | $4M | $4M | $2M | · | $4M | |
| Stockholders' Equity | $1.87B | $1.89B | $1.76B | $1.87B | $1.89B | $1.91B | $1.78B | $928M | $891M | $867M | $792M | $811M | $776M | $772M | $713M | $774M | |
| Liabilities + Equity | $4.57B | $4.63B | $4.41B | $4.55B | $4.54B | $4.59B | $4.47B | $2.13B | $2.16B | $2.20B | · | $2.07B | $2.09B | $2.04B | · | $1.90B | |
| Shares Outstanding | · | · | 54,380,000 | · | · | · | 50,198,000 | · | · | · | · | · | · | · | · | · |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $24M | $24M | $24M | $25M | $25M | $19M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $8M | $8M | |
| Stock-based Comp | $8M | $8M | $6M | $7M | $7M | $6M | $6M | $2M | $2M | $3M | $3M | $3M | $3M | $4M | $3M | $6M | |
| Other Non-cash | · | $-218M | · | · | · | $-241M | · | · | · | $-153M | · | · | · | $-130M | · | · | |
| Operating Cash Flow | $148M | $-26M | $144M | $24M | $113M | $-88M | $56M | $44M | $88M | $-64M | $96M | $28M | $74M | $-45M | $66M | $32M | |
| CapEx | $9M | $3M | $2M | $2M | $8M | $5M | $3M | $3M | $2M | $5M | $4M | $7M | $8M | $4M | $3M | $2M | |
| Investing Cash Flow | $-19M | $-3M | $1M | $-5M | $-7M | $-5M | $-1.10B | $8M | $-5M | $-29M | $-3M | $-11M | $-20M | $-46M | $-4M | $-6M | |
| Stock Repurchased | $39M | $29M | $32M | $56M | $71M | $0 | $0 | $0 | $0 | $0 | $8M | $9M | $29M | $20M | $57M | $32M | |
| Net Stock Activity | · | $-29M | · | · | · | · | · | · | · | $0 | · | · | · | $-20M | · | · | |
| Financing Cash Flow | $-146M | $-13M | $-70M | $-42M | $-89M | $55M | $1.12B | $-73M | $-83M | $71M | $-59M | $-40M | $-40M | $62M | $-23M | $-86M | |
| Net Change in Cash | $-17M | $-41M | $74M | $-23M | $17M | $-38M | $72M | $-21M | $506.0K | $-21M | $35M | $-24M | $15M | $-29M | $39M | $-60M | |
| Free Cash Flow | · | $-29M | · | · | · | $-93M | · | · | · | $-69M | · | · | · | $-48M | · | · |
Rentabilidad 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 10.6% | 26.6% | · | 13.0% | 12.9% | 27.2% | · | 16.6% | 12.8% | 23.8% | · | 16.7% | 13.7% | 25.0% | · | 15.8% | |
| Operating Margin | 5.0% | 23.2% | · | 8.5% | 8.8% | 23.9% | · | 11.3% | 7.5% | 20.1% | · | 13.5% | 9.7% | 21.6% | · | 11.4% | |
| Net Margin | 2.7% | 19.1% | · | 4.3% | 6.1% | 14.6% | · | 8.0% | 4.7% | 15.6% | · | 8.2% | 6.7% | 16.1% | · | 7.6% | |
| Pretax Margin | 3.5% | 26.7% | · | 5.8% | 8.5% | 20.6% | · | 11.6% | 6.7% | 21.0% | · | 11.5% | 9.7% | 21.9% | · | 10.1% | |
| EBITDA Margin | 5.0% | 25.9% | · | 8.5% | 8.8% | 26.8% | · | 11.3% | 7.5% | 22.0% | · | 13.5% | 9.7% | 23.4% | · | 11.4% | |
| ROA | 0.41% | 3.5% | · | 0.90% | 1.2% | 3.6% | · | 1.7% | 0.93% | 3.6% | · | 1.7% | 1.3% | 3.7% | · | 1.5% | |
| ROE | 0.99% | 8.5% | · | 2.1% | 3.0% | 8.8% | · | 4.0% | 2.4% | 9.4% | · | 4.2% | 3.5% | 9.6% | · | 3.7% | |
| ROIC | 0.80% | 4.1% | · | 1.3% | 1.3% | 4.1% | · | 2.7% | 1.8% | 5.6% | · | 3.3% | 2.3% | 6.1% | · | 3.0% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.6 | · | 1.6 | 1.6 | 1.5 | · | 1.5 | 1.5 | 1.5 | · | 1.4 | 1.4 | 1.4 | · | 1.3 | |
| Quick Ratio | 1.1 | 1.2 | · | 1.1 | 1.2 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.0 | 0.9 | 1.0 | · | 0.9 | |
| Debt / Equity | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| LT Debt / Equity | 0.7 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.3 |
Eficiencia 2
| 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 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.0 | 1.1 | · | 1.2 | 1.2 | 1.4 | · | 0.9 | 0.9 | 1.0 | · | 0.9 | 0.9 | 1.1 | · | 1.0 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.91B | $3.06B | · | $2.65B | $2.38B | $2.19B | · | $1.76B | $1.72B | $1.76B | · | $1.63B | $1.58B | $1.57B | · | $1.40B | |
| Net Income TTM | $243M | $356M | · | $230M | $220M | $255M | · | $165M | $157M | $211M | · | $161M | $159M | $190M | · | $139M | |
| P/E | 8.1 | 4.7 | · | 14.1 | 19.6 | 16.7 | · | 20.5 | 23.8 | 18.8 | · | 16.4 | 17.2 | 13.5 | · | 16.2 | |
| Earnings Yield | 12.3% | 21.1% | · | 7.1% | 5.1% | 6.0% | · | 4.9% | 4.2% | 5.3% | · | 6.1% | 5.8% | 7.4% | · | 6.2% |
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 | $2.76B | $1.81B | $1.59B | $1.41B | $1.10B |
| Margen Bruto % | 12.9% | 10.1% | 14.0% | 15.8% | 14.4% |
| Margen Operativo % | 8.5% | 4.1% | 10.4% | 11.9% | 6.6% |
| Beneficio neto | $115M | $41M | $121M | $105M | $71M |
| EPS Diluido | $1.83 | $0.78 | $2.39 | $2.01 | $1.32 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | 0.8 | 0.4 | 0.4 | 0.2 |
| Ratio corriente | — | 1.2 | 1.2 | 1.1 | 1.1 |
| Ratio Rápido | — | 0.8 | 0.8 | 0.7 | 0.6 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $176M | $111M | $130M | $117M | $122M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 279 declarantes · $1.2B 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 |
|---|---|---|---|---|
| 47 (-15 vs trimestre anterior) | 41 (-15 vs trimestre anterior) | 96 (+4 vs trimestre anterior) | 64 (-5 vs trimestre anterior) | +2.5M |
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 |
|---|---|---|---|---|
| FMR LLC | $170 553 320 | 5 316 500 | 14,08% | Acciones |
| Burgundy Asset Management Ltd. | $149 449 211 | 2 315 606 | 12,33% | Acciones |
| 22C Capital LLC | $102 728 725 | 3 202 267 | 8,48% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $72 499 741 | 2 259 967 | 5,98% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $72 300 108 | 2 253 744 | 5,97% | Acciones |
| STATE STREET CORP | $39 925 260 | 1 244 553 | 3,30% | Acciones |
| P2 Capital Partners, LLC | $36 474 126 | 1 136 974 | 3,01% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $34 457 389 | 1 073 890 | 2,84% | Acciones |
| BloombergSen Inc. | $34 271 256 | 1 068 306 | 2,83% | Acciones |
| ROYCE & ASSOCIATES LP | $31 848 062 | 992 770 | 2,63% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $23 621 206 | 736 320 | 1,95% | Acciones |
| Fenimore Asset Management Inc | $21 866 626 | 681 628 | 1,80% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21 361 110 | 665 870 | 1,76% | Acciones |
| DG Capital Management, LLC | $21 172 800 | 660 000 | 1,75% | Acciones |
| AMERIPRISE FINANCIAL INC | $18 835 805 | 587 151 | 1,55% | Acciones |
| WATERS PARKERSON & CO., LLC | $16 543 881 | 515 707 | 1,37% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $16 212 045 | 505 363 | 1,34% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $15 268 829 | 475 961 | 1,26% | Acciones |
| Allianz Asset Management GmbH | $14 629 115 | 544 846 | 1,21% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $14 476 389 | 451 259 | 1,19% | Acciones |
| PRUDENTIAL FINANCIAL INC | $11 531 188 | 359 451 | 0,95% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11 244 040 | 350 500 | 0,93% | Acciones |
| MONTRUSCO BOLTON INVESTMENTS INC. | $10 978 450 | 342 221 | 0,91% | Acciones |
| Dana Investment Advisors, Inc. | $10 354 494 | 322 771 | 0,85% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $10 331 653 | 322 059 | 0,85% | Acciones |
| LOOMIS SAYLES & CO L P | $9 453 238 | 294 677 | 0,78% | Acciones |
| GatePass Capital, LLC | $8 304 774 | 258 877 | 0,69% | Acciones |
| Quantinno Capital Management LP | $7 012 014 | 218 579 | 0,58% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $6 853 154 | 213 627 | 0,57% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $6 550 310 | 204 187 | 0,54% | Acciones |
| Engine Capital Management, LP | $6 480 096 | 201 998 | 0,53% | Acciones |
| BlackRock, Inc. | $6 125 227 | 190 936 | 0,51% | Acciones |
| FIRST TRUST ADVISORS LP | $6 084 356 | 189 662 | 0,50% | Acciones |
| Russell Investments Group, Ltd. | $5 707 898 | 177 927 | 0,47% | Acciones |
| Clearline Capital LP | $5 592 988 | 174 345 | 0,46% | Acciones |
| FIRST MANHATTAN CO. LLC. | $5 484 878 | 170 975 | 0,45% | Acciones |
| Edgestream Partners, L.P. | $5 388 253 | 167 963 | 0,44% | Acciones |
| Corient Private Wealth LP | $5 384 952 | 167 860 | 0,44% | Acciones |
| PRELUDE CAPITAL MANAGEMENT, LLC | $5 065 240 | 157 894 | 0,42% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 440 963 | 138 434 | 0,37% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4 385 303 | 116 044 | 0,36% | Acciones |
| BLAIR WILLIAM & CO/IL | $4 295 233 | 133 891 | 0,35% | Acciones |
| Advantage Alpha Capital Partners LP | $4 147 245 | 78 309 | 0,34% | Acciones |
| GOLDMAN SACHS GROUP INC | $4 023 730 | 125 428 | 0,33% | Acciones |
| Summit Creek Advisors LLC | $3 963 516 | 123 551 | 0,33% | Acciones |
| D. E. Shaw & Co., Inc. | $3 599 344 | 112 199 | 0,30% | Acciones |
| BARCLAYS PLC | $3 536 050 | 110 226 | 0,29% | Acciones |
| Swiss National Bank | $3 352 360 | 104 500 | 0,28% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $3 329 519 | 103 788 | 0,27% | Acciones |
| FEDERATED HERMES, INC. | $3 211 176 | 100 099 | 0,27% | Acciones |
| Qube Research & Technologies Ltd | $3 100 500 | 96 649 | 0,26% | Acciones |
| Trexquant Investment LP | $2 867 984 | 89 401 | 0,24% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 669 056 | 83 200 | 0,22% | Opción de venta |
| ALGERT GLOBAL LLC | $2 401 669 | 74 865 | 0,20% | Acciones |
| Taylor Frigon Capital Management LLC | $2 384 121 | 74 318 | 0,20% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $2 339 018 | 72 912 | 0,19% | Acciones |
| CITADEL ADVISORS LLC | $2 338 632 | 72 900 | 0,19% | Opción de compra |
| RHUMBLINE ADVISERS | $2 185 119 | 68 115 | 0,18% | Acciones |
| Bank of New York Mellon Corp | $2 180 157 | 67 960 | 0,18% | Acciones |
| XTX Topco Ltd | $2 136 303 | 66 593 | 0,18% | Acciones |
| Bridge City Capital, LLC | $2 046 447 | 63 792 | 0,17% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $1 917 518 | 59 773 | 0,16% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 849 572 | 57 655 | 0,15% | Acciones |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $1 849 252 | 57 645 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 694 504 | 63 110 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 671 240 | 52 096 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 625 846 | 50 681 | 0,13% | Acciones |
| Holocene Advisors, LP | $1 533 232 | 47 794 | 0,13% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 391 260 | 51 816 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 369 816 | 42 700 | 0,11% | Opción de compra |
| Private Advisor Group, LLC | $1 368 277 | 42 652 | 0,11% | Acciones |
| HSBC HOLDINGS PLC | $1 340 402 | 41 460 | 0,11% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $1 332 728 | 41 544 | 0,11% | Acciones |
| Mariner, LLC | $1 279 293 | 39 879 | 0,11% | Acciones |
| Balyasny Asset Management L.P. | $1 213 651 | 37 832 | 0,10% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $1 161 488 | 36 206 | 0,10% | Acciones |
| Roundview Capital LLC | $1 109 231 | 34 577 | 0,09% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $1 108 733 | 34 561 | 0,09% | Acciones |
| Gotham Asset Management, LLC | $1 107 722 | 34 530 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $1 098 259 | 34 235 | 0,09% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $1 087 768 | 33 908 | 0,09% | Acciones |
| Boston Partners | $1 003 994 | 31 295 | 0,08% | Acciones |
| HighTower Advisors, LLC | $981 028 | 30 581 | 0,08% | Acciones |
| Bleakley Financial Group, LLC | $966 442 | 30 126 | 0,08% | Acciones |
| Skopos Labs, Inc. | $948 772 | 35 336 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $925 989 | 28 865 | 0,08% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $855 991 | 26 683 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $843 255 | 26 286 | 0,07% | Acciones |
| Dynamic Technology Lab Private Ltd | $777 000 | 24 235 | 0,06% | Acciones |
| CITIGROUP INC | $775 149 | 24 163 | 0,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $774 379 | 24 139 | 0,06% | Acciones |
| Nuveen, LLC | $772 679 | 24 086 | 0,06% | Acciones |
| Schneider Downs Wealth Management Advisors, LP | $747 946 | 23 315 | 0,06% | Acciones |
| ELEVATION POINT WEALTH PARTNERS, LLC | $739 732 | 23 059 | 0,06% | Acciones |
| Vestmark Advisory Solutions, Inc. | $733 541 | 22 866 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $727 061 | 22 664 | 0,06% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $712 212 | 22 201 | 0,06% | Acciones |
| JANE STREET GROUP, LLC | $657 640 | 20 500 | 0,05% | Opción de compra |
| Quadrature Capital Ltd | $640 638 | 19 970 | 0,05% | Acciones |
| Invesco Ltd. | $640 188 | 19 956 | 0,05% | Acciones |
Informantes de la empresa 30 insiders · 10 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jerome P Grisko | CEO & President | 13 de marzo de 2026 G | 62 920 | 0 | 0 | $0 |
| Brad S. Lakhia | Senior Vice President & CFO | 17 de marzo de 2026 F | 146 833 | 2 | 0 | $431 698 |
| Kouzelos Michael P | President, Employee Services | 6 de marzo de 2026 A | 389 718 | 0 | 0 | $0 |
| Chris Spurio | President, Financial Services | 14 de febrero de 2025 A | 239 341 | 0 | 0 | $0 |
| Michael T. Mangan | Chief Accounting Officer | 6 de marzo de 2026 A | 7 633 | 0 | 0 | $0 |
| Ware H Grove | C.F.O. | 14 de marzo de 2025 S | 301 518 | 0 | 0 | $0 |
| Michael W Gleespen | Corp. Secretary | 20 de marzo de 2019 A | 39 880 | 0 | 0 | $0 |
| Byrne Robert O | SVP | 15 de septiembre de 2015 S | 210 984 | 0 | 0 | $0 |
| David J Sibits | SVP, Financial Services | 22 de mayo de 2014 F | 66 668 | 0 | 0 | $0 |
| Leonard Miller | Senior Vice President | 28 de noviembre de 2007 G | 82 544 | 0 | 0 | $0 |
| Kathy A Raffa | Consejero | 15 de mayo de 2026 A | 8 412 | 0 | 0 | $0 |
| Gina D France | Consejero | 15 de mayo de 2026 A | 76 086 | 0 | 0 | $0 |
| Richard T Marabito | Consejero | 15 de mayo de 2026 A | 18 887 | 0 | 0 | $0 |
| Rodney A Young | Consejero | 15 de mayo de 2026 A | 15 361 | 1 | 0 | $26 060 |
| Todd J Slotkin | Consejero | 15 de mayo de 2026 A | 57 229 | 0 | 0 | $0 |
| Rick L Burdick | Consejero | 15 de mayo de 2026 A | 8 412 | 0 | 0 | $0 |
| Benaree Pratt Wiley | Consejero | 10 de marzo de 2026 S | 18 000 | 0 | 2 | $-884 447 |
| Joseph S Dimartino | Consejero | 5 de junio de 2023 S | 15 999 | 0 | 0 | $0 |
| Sherrill W Hudson | Consejero | 31 de octubre de 2022 S | 63 983 | 0 | 0 | $0 |
| Michael H Degroote | Consejero | 14 de octubre de 2021 S | 124 592 | 0 | 0 | $0 |
| Steven L Gerard | Consejero | 25 de mayo de 2021 S | 284 376 | 0 | 0 | $0 |
| WEIR DONALD V | Consejero | 18 de mayo de 2020 S | 9 999 | 0 | 0 | $0 |
| Harve A Ferrill | Consejero | 19 de febrero de 2009 A | 47 500 | 0 | 0 | $0 |
| Gary W Degroote | Consejero | 9 de febrero de 2006 A | 146 100 | 0 | 0 | $0 |
| Westbury Trust | Propietario del 10% | 30 de agosto de 2013 X | 3 858 335 | 0 | 0 | $0 |
| WESTBURY BERMUDA LTD | Propietario del 10% | 30 de agosto de 2013 X | 3 858 335 | 0 | 0 | $0 |
| Haag A Sherman | — | 4 de agosto de 2026 M | 47 771 | 0 | 0 | $0 |
| Kelly Kuna | — | 14 de noviembre de 2016 M | 44 957 | 0 | 0 | $0 |
| Richard C Rochon | — | 31 de octubre de 2014 S | 45 000 | 0 | 0 | $0 |
| Michael G Degroote | — | 19 de diciembre de 2002 J | 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 |
|---|---|---|---|---|---|
| P2 Capital Partners, LLC, P2 Capital Master Fund I, L.P., Claus Moller ×2 presentaciones | 26 de enero de 2024 | — | Presentación inicial | — | SEC |
| Westbury (Bermuda) Ltd. (2), Westbury Trust (2) ×5 presentaciones | 10 de julio de 2014 | — | Presentación inicial | — | SEC |
| P2 Capital Master Fund I, LP, P2 Capital Master Fund II, LLC, P2 Capital Master Fund VI, LP, P2 Capital Partners, LLC, Claus J. Moller ×2 presentaciones | 7 de octubre de 2010 | — | Presentación inicial | Inversión pasiva | SEC |
| Westbury (Bermuda) Ltd., Westbury Trust ×2 presentaciones | 16 de septiembre de 2010 | — | 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 47 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 |
|---|---|---|---|---|
| FYT · First Trust Exchange-Traded AlphaDE… | 0,68% | 40 697 NS | 30 de abril de 2026 | N-PORT |
| SVAL · iShares Trust | 0,67% | 25 815 SH | 8 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,32% | 129 282 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,28% | 8 336 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,19% | 100 553 SH | 8 de agosto de 2026 | Diario |
| FFSM · FIDELITY COVINGTON TRUST | 0,18% | 75 608 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,17% | 456 884 SH | 8 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,14% | 6 291 NS | 30 de abril de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,10% | 42 764 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,09% | 346 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 1 252 831 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 19 906 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,08% | 10 544 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,08% | 43 422 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,06% | 1 526 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 3 004 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,06% | 151 391 NS | 31 de mayo de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,05% | 283 237 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,05% | 21 434 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 2 325 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 12 012 NS | 31 de mayo de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,04% | 677 843 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,04% | 2 110 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 236 208 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 1 819 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 2 729 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,02% | 14 462 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 551 338 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 1 171 299 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,02% | 63 336 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,02% | 1 832 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 75 688 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 887 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 46 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 876 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 4 596 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 69 686 SH | 8 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 18 615 NS | 30 de abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 1 499 NS | 31 de mayo de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 13 802 SH | 8 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 2 464 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 28 591 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 721 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 619 505 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 39 276 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4 233 SH | 8 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 11 032 SH | 8 de agosto de 2026 | Diario |