CCNE CNB Financial Corporation - Common Stock
CCNE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
CCNE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 1 de junio de 2026 | $0,1900 |
| 27 de febrero de 2026 | $0,1900 |
| 28 de noviembre de 2025 | $0,1800 |
| 29 de agosto de 2025 | $0,1800 |
| 30 de mayo de 2025 | $0,1800 |
| 28 de febrero de 2025 | $0,1800 |
| 29 de noviembre de 2024 | $0,1800 |
| 30 de agosto de 2024 | $0,1800 |
| 31 de mayo de 2024 | $0,1750 |
| 29 de febrero de 2024 | $0,1750 |
| 30 de noviembre de 2023 | $0,1750 |
| 31 de agosto de 2023 | $0,1750 |
| 31 de mayo de 2023 | $0,1750 |
| 28 de febrero de 2023 | $0,1750 |
| 30 de noviembre de 2022 | $0,1750 |
| 31 de agosto de 2022 | $0,1750 |
| 31 de mayo de 2022 | $0,1750 |
| 28 de febrero de 2022 | $0,1750 |
| 30 de noviembre de 2021 | $0,1750 |
| 31 de agosto de 2021 | $0,1700 |
CCNE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 30,0%
- Compra 4 40,0%
- Mantener 3 30,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-18Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.91 | $0.87 | 0.04% |
| 31 de marzo de 2026 | $0.88 | $0.82 | 0.06% |
| 31 de diciembre de 2025 | $0.87 | $0.80 | 0.07% |
| 30 de septiembre de 2025 | $0.82 | $0.74 | 0.08% |
| 30 de junio de 2025 | $0.63 | $0.61 | 0.02% |
| 31 de marzo de 2025 | $0.57 | $0.59 | -0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CCNE | — | 10.5 | 24.6% | 23.4% | 8.8% | — |
| EQBK | — | 36.3 | -6.6% | 10.8% | 3.3% | — |
| HBNC | $869M | -5.2 | 2.0% | 558.0% | -20.3% | — |
| BFST | $771M | 9.4 | 1.2% | 820.8% | 10.1% | — |
| MCBS | $765M | 10.1 | 10.2% | 44.0% | 14.0% | — |
| CPF | $822M | 10.9 | 33.8% | 149.5% | 13.3% | — |
| CAC | $734M | 11.3 | 17.0% | 156.1% | 9.7% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $104M | $24M | $20M | $32M | $40M | $27M | $17M | $13M | $12M | $12M | |
| Interest Income | $392M | $325M | $294M | $214M | $180M | $167M | $156M | $132M | $109M | $94M | $87M | $87M | |
| Pretax Income | $82M | $67M | $72M | $78M | $71M | $40M | $49M | $40M | $36M | $28M | $30M | $32M | |
| Income Tax | $16M | $13M | $14M | $15M | $13M | $7M | $9M | $7M | $12M | $7M | $8M | $9M | |
| Net Income | $66M | $55M | $58M | $63M | $58M | $33M | $40M | $34M | $24M | $21M | $22M | $23M | |
| EPS (Basic) | $2.50 | $2.39 | $2.56 | $3.26 | $3.16 | $1.97 | $2.63 | $2.21 | $1.57 | $1.42 | $1.54 | $1.60 | |
| EPS (Diluted) | $2.49 | $2.39 | $2.55 | $3.26 | $3.16 | $1.97 | $2.63 | $2.21 | $1.57 | $1.42 | $1.54 | $1.60 | |
| Shares (Basic) | 24,586,000 | 20,838,000 | 20,904,000 | 17,987,000 | 16,820,000 | 16,000,000 | 15,164,000 | 15,210,000 | 15,132,000 | 14,375,000 | 14,338,000 | 14,359,000 | |
| Shares (Diluted) | 24,669,000 | 20,900,000 | 20,944,000 | 18,020,000 | 16,820,000 | 16,000,000 | 15,164,000 | 15,210,000 | 15,132,000 | 14,375,000 | 14,338,000 | 14,360,000 | |
| EBITDA | $11M | $8M | $8M | $7M | $6M | $6M | $6M | $5M | $5M | $4M | $4M | $4M |
Balance general 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $528M | $443M | $222M | $106M | $732M | $533M | $193M | $46M | $35M | $29M | $27M | $28M | |
| PP&E (Net) | $90M | $76M | $74M | $69M | $62M | $60M | $55M | $50M | $51M | $50M | $39M | $35M | |
| PP&E (Gross) | $202M | $152M | $144M | $134M | $121M | $115M | $99M | $90M | $93M | $90M | $75M | $68M | |
| Accum. Depreciation | $112M | $76M | $71M | $65M | $60M | $55M | $44M | $40M | $43M | $41M | $36M | $33M | |
| Goodwill | $88M | $44M | $44M | $44M | $44M | $44M | $39M | $39M | $39M | $39M | $27M | $27M | |
| Intangibles | $34M | $206.0K | $280.0K | $364.0K | $460.0K | $567.0K | · | · | · | · | · | · | |
| Total Assets | $8.40B | $6.19B | $5.75B | $5.48B | $5.33B | $4.73B | $3.76B | $3.22B | $2.77B | $2.57B | $2.29B | $2.19B | |
| Short-term Debt | $164M | $0 | $0 | $132M | $0 | · | · | $0 | $34M | $104M | $116M | $36M | |
| Total Liabilities | $7.52B | $5.58B | $5.18B | $4.94B | $4.89B | $4.31B | $3.46B | $2.96B | $2.52B | $2.36B | $2.08B | $2.00B | |
| Long-term Debt | · | · | · | · | · | $71M | $299M | $316M | $328M | $103M | $241M | $132M | |
| Total Debt | $249M | $85M | $84M | $216M | $84M | · | · | $0 | $34M | $134M | $116M | $36M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $78M | |
| Retained Earnings | $425M | $381M | $346M | $307M | $261M | $219M | $202M | $172M | $148M | $134M | $123M | $111M | |
| Treasury Stock | $3M | $5M | $7M | $3M | $2M | $3M | $3M | $3M | $1M | $127.0K | $1M | $1M | |
| AOCI | $-31M | $-44M | $-46M | $-53M | $-394.0K | $15M | $7M | $-4M | $-343.0K | $-121.0K | $2M | $1M | |
| Stockholders' Equity | $872M | $611M | $571M | $531M | $443M | $416M | $305M | $263M | $244M | $212M | $202M | $189M | |
| Liabilities + Equity | $8.40B | $6.19B | $5.75B | $5.48B | $5.33B | $4.73B | $3.76B | $3.22B | $2.77B | $2.57B | $2.29B | $2.19B | |
| Shares Outstanding | · | · | 21,235,503 | 21,235,503 | 16,978,057 | · | · | · | · | · | · | · |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $8M | $8M | $7M | $6M | $6M | $6M | $5M | $5M | $4M | $4M | $4M | |
| Stock-based Comp | $3M | $2M | $2M | $1M | $1M | $1M | $1M | $2M | $928.0K | $820.0K | $621.0K | $548.0K | |
| Deferred Tax | $5M | $-1M | $1M | · | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | $2M | $73.0K | $84.0K | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-20M | $6M | $-20M | $-7M | $-6M | $-11M | $5M | $4M | $733.0K | $920.0K | $7M | $1M | |
| Operating Cash Flow | $65M | $72M | $47M | $64M | $59M | $29M | $52M | $45M | $31M | $27M | $34M | $29M | |
| CapEx | $6M | $16M | $11M | $12M | $6M | $6M | $9M | $3M | $5M | $10M | $7M | $6M | |
| Investing Cash Flow | $28M | $-203M | $-149M | $-805M | $-410M | $-169M | $-369M | $-453M | $-204M | $-151M | $-101M | $-56M | |
| Debt Issued | · | · | · | $0 | $0 | $232M | $30M | $50M | $160M | $80M | $50M | $950.0K | |
| Net Debt Issued | · | · | $0 | $0 | $-50M | $-228M | $-17M | $22M | $90M | $-1M | $29M | $715.0K | |
| Stock Issued | · | $0 | $0 | $94M | $0 | $3M | $1M | $0 | $19M | $0 | $0 | · | |
| Net Stock Activity | · | $0 | $0 | $94M | $0 | $3M | $1M | $0 | $19M | · | · | · | |
| Dividends Paid | $18M | $15M | $15M | $13M | $12M | $11M | $10M | $10M | $10M | $10M | $10M | $10M | |
| Financing Cash Flow | $-8M | $353M | $218M | $115M | $550M | $480M | $464M | $418M | $179M | $126M | $66M | $25M | |
| Net Change in Cash | $85M | $221M | $116M | $-626M | $200M | $340M | $147M | $10M | $6M | $2M | $-667.0K | $-2M | |
| Taxes Paid | $11M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $59M | $55M | $36M | $52M | $52M | $23M | $43M | $41M | $26M | $17M | $27M | $22M | |
| Levered FCF | · | · | $-48M | $32M | $36M | $-3M | $10M | $18M | $14M | $7M | $18M | $14M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.4% | 24.1% | 26.0% | 28.2% | 29.9% | 20.1% | 28.2% | 26.8% | 21.1% | 20.8% | 24.8% | 25.9% | |
| Pretax Margin | 29.2% | 29.7% | 32.2% | 34.8% | 36.6% | 24.6% | 34.2% | 32.0% | 32.1% | 28.0% | 34.1% | 36.4% | |
| EBITDA Margin | 3.9% | 3.6% | 3.5% | 2.9% | 3.2% | 3.7% | 4.2% | 3.8% | 4.6% | 4.5% | 4.5% | 4.6% | |
| ROA | 0.91% | 0.91% | 1.0% | 1.2% | 1.1% | 0.77% | 1.1% | 1.1% | 0.89% | 0.85% | 0.99% | 1.1% | |
| ROE | 8.8% | 9.0% | 10.4% | 12.1% | 13.1% | 7.9% | 13.3% | 13.0% | 10.5% | 9.9% | 11.4% | 13.1% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.3 | 0.1 | 0.1 | 0.4 | 0.2 | · | · | 0.0 | 0.1 | 0.6 | 0.6 | 0.2 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | · | · | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.6% | 1.5% | -0.56% | 16.2% | 18.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.9% | 5.5% | 11.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 4.2% | -6.3% | -21.8% | 3.2% | 60.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -8.6% | -8.9% | 9.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 21.2% | -5.9% | -8.2% | 9.5% | 76.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 1.5% | -1.8% | 21.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 10.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $282M | $227M | $223M | $224M | $193M | $163M | $142M | $126M | $113M | $99M | $92M | $91M | |
| Net Income TTM | $66M | $55M | $58M | $63M | $58M | $33M | $40M | $34M | $24M | $21M | $22M | $23M | |
| P/E | 10.5 | 10.4 | 8.9 | 7.3 | 8.4 | 10.8 | 12.4 | 10.4 | 16.7 | 18.8 | 11.7 | 11.6 | |
| Earnings Yield | 9.5% | 9.6% | 11.3% | 13.7% | 11.9% | 9.2% | 8.1% | 9.6% | 6.0% | 5.3% | 8.5% | 8.6% | |
| Payout Ratio | 27.5% | 27.3% | 25.3% | 19.9% | 20.0% | 33.5% | 25.8% | 30.4% | 42.3% | 46.5% | 42.9% | 41.3% | |
| Annual Payout | $18M | $15M | $15M | $13M | $12M | $11M | $10M | $10M | $10M | $10M | $10M | $10M |
Estado de resultados 10
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $33M | · | $28M | $25M | $19M | · | $5M | $3M | |
| Interest Income | $112M | $116M | $109M | $86M | $82M | $84M | $83M | $81M | $78M | $79M | $76M | $72M | $67M | $62M | $55M | $50M | |
| Pretax Income | $33M | $42M | $9M | $17M | $14M | $19M | $17M | $16M | $15M | $17M | $17M | $17M | $20M | $20M | $21M | $19M | |
| Income Tax | $6M | $8M | $2M | $3M | $3M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $3M | |
| Net Income | $27M | $21M | $20M | $14M | $11M | $15M | $14M | $13M | $13M | $14M | $14M | $14M | $16M | $16M | $17M | $15M | |
| EPS (Basic) | $0.88 | $0.67 | $0.69 | $0.61 | $0.50 | $0.67 | $0.61 | $0.57 | $0.55 | $0.62 | $0.60 | $0.61 | $0.73 | $0.67 | $0.90 | $0.85 | |
| EPS (Diluted) | $0.88 | $0.66 | $0.69 | $0.61 | $0.50 | $0.66 | $0.61 | $0.56 | $0.55 | $0.61 | $0.60 | $0.61 | $0.73 | $0.67 | $0.90 | $0.85 | |
| Shares (Basic) | 29,317,224 | -44,340,757 | 27,178,623 | 20,881,164 | 20,866,970 | -41,658,085 | 20,841,808 | 20,830,511 | 20,823,766 | -41,915,312 | 20,859,872 | 20,916,861 | 21,042,579 | -32,859,857 | 17,254,389 | 16,781,743 | |
| Shares (Diluted) | 29,439,453 | -44,489,577 | 27,280,298 | 20,952,891 | 20,925,388 | -41,792,346 | 20,911,862 | 20,893,396 | 20,887,088 | -41,989,850 | 20,899,744 | 20,956,575 | 21,077,531 | -32,927,000 | 17,287,770 | 16,815,124 | |
| EBITDA | $4M | · | · | · | $2M | · | · | · | $2M | · | · | · | $2M | · | · | · |
Balance general 17
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $602M | $528M | $438M | $425M | $520M | $443M | $361M | $331M | $301M | · | $183M | $125M | $189M | · | $210M | $284M | |
| PP&E (Net) | $89M | $90M | $91M | $75M | $76M | $76M | · | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | $202M | · | · | · | $152M | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | $112M | · | · | · | $76M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $88M | $88M | $94M | · | · | $44M | · | · | · | $44M | · | · | · | $44M | $44M | $44M | |
| Intangibles | · | $34M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $8.51B | $8.40B | $8.25B | $6.32B | $6.30B | $6.19B | $6.01B | $5.89B | $5.80B | · | $5.73B | $5.66B | $5.58B | · | $5.32B | $5.30B | |
| Short-term Debt | $164M | $164M | $182M | · | · | $0 | · | · | $0 | · | $0 | $0 | $102M | · | · | · | |
| Total Liabilities | $7.63B | $7.52B | $7.41B | $5.68B | $5.67B | $5.58B | $5.41B | $5.30B | $5.22B | · | $5.18B | $5.11B | $5.04B | · | $4.80B | $4.88B | |
| Total Debt | $249M | · | $266M | $85M | $85M | · | $84M | $84M | $84M | · | $84M | $84M | $186M | · | $84M | $84M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | |
| Retained Earnings | $445M | $425M | $398M | $397M | $388M | $381M | $371M | $362M | $354M | · | $337M | $328M | $319M | · | $296M | $283M | |
| Treasury Stock | $3M | $3M | $2M | $2M | $5M | $5M | $5M | $4M | $4M | · | $7M | $5M | $3M | · | $3M | $3M | |
| AOCI | $-34M | $-31M | $-31M | $-33M | $-37M | $-44M | $-37M | $-47M | $-47M | · | $-59M | $-51M | $-47M | · | $-56M | $-41M | |
| Stockholders' Equity | $889M | $872M | $844M | $637M | $625M | $611M | $606M | $587M | $579M | $571M | $549M | $550M | $546M | $531M | $516M | $424M | |
| Liabilities + Equity | $8.51B | $8.40B | $8.25B | $6.32B | $6.30B | $6.19B | $6.01B | $5.89B | $5.80B | · | $5.73B | $5.66B | $5.58B | · | $5.32B | $5.30B | |
| Shares Outstanding | · | · | · | · | · | · | · | · | 21,235,503 | · | 21,235,503 | 21,235,503 | 21,235,503 | · | 16,978,057 | 16,978,057 |
Flujo de Efectivo 13
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $2M | |
| Stock-based Comp | $791.0K | $778.0K | $791.0K | $645.0K | $455.0K | $389.0K | $471.0K | $482.0K | $883.0K | $377.0K | $350.0K | $345.0K | $616.0K | $235.0K | $256.0K | $256.0K | |
| Amort. of Intangibles | $1M | $1M | $780.0K | · | $17.0K | $16.0K | $18.0K | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-12M | · | · | · | $-2M | · | · | · | $-3M | · | · | · | $-14M | · | · | · | |
| Operating Cash Flow | $19M | $26M | $7M | $20M | $12M | $22M | $26M | $10M | $12M | $18M | $13M | $12M | $5M | $26M | $16M | $18M | |
| CapEx | $362.0K | $129.0K | $2M | $2M | $2M | $3M | $4M | $6M | $2M | $2M | $2M | $4M | $3M | $4M | $4M | $2M | |
| Investing Cash Flow | $-52M | $-34M | $197M | $-117M | $-18M | $-90M | $-98M | $-49M | $33M | $31M | $-19M | $-145M | $-17M | $-256M | $-103M | $-146M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $6M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | |
| Financing Cash Flow | $108M | $98M | $-192M | $2M | $84M | $150M | $101M | $68M | $34M | $-9M | $63M | $70M | $94M | $126M | $12M | $7M | |
| Net Change in Cash | $75M | $90M | $13M | $-95M | $77M | $82M | $30M | $30M | $79M | $39M | $57M | $-63M | $82M | $-104M | $-74M | $-121M | |
| Free Cash Flow | $19M | · | · | · | $10M | · | · | · | $10M | · | · | · | $1M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-17M | · | · | · | $-14M | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 32.5% | · | 9.1% | 22.8% | 20.2% | · | 23.9% | 23.7% | 23.3% | · | 24.9% | 24.9% | 29.6% | · | 28.7% | 28.3% | |
| Pretax Margin | 39.8% | · | 11.7% | 28.2% | 25.2% | · | 29.6% | 29.3% | 28.5% | · | 31.1% | 30.9% | 36.6% | · | 35.7% | 34.8% | |
| EBITDA Margin | 4.4% | · | · | · | 3.6% | · | · | · | 3.5% | · | · | · | 3.5% | · | · | · | |
| ROA | 0.37% | · | 0.10% | 0.23% | 0.19% | · | 0.24% | 0.22% | 0.22% | · | 0.25% | 0.25% | 0.30% | · | 0.33% | 0.29% | |
| ROE | 3.6% | · | 0.97% | 2.3% | 1.9% | · | 2.4% | 2.3% | 2.2% | · | 2.6% | 2.8% | 3.4% | · | 3.6% | 3.6% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.3 | · | 0.3 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.2 | |
| LT Debt / Equity | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 |
Eficiencia 1
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
Valoración (TTM) 15
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $309M | · | $255M | $236M | $229M | · | $222M | $219M | $221M | · | $224M | $224M | $220M | · | $213M | $202M | |
| Net Income TTM | $82M | · | $60M | $54M | $53M | · | $53M | $53M | $57M | · | $61M | $62M | $64M | · | $62M | $60M | |
| Market Cap | · | · | · | · | · | · | · | · | $433M | · | $385M | $375M | $408M | · | $400M | $411M | |
| Enterprise Value | · | · | · | · | · | · | · | · | $216M | · | $286M | $334M | $405M | · | $274M | $210M | |
| P/E | 10.2 | · | 9.8 | 9.6 | 9.5 | · | 10.4 | 8.8 | 8.2 | · | 6.4 | 5.7 | 5.8 | · | 6.9 | 7.4 | |
| P/S | · | · | · | · | · | · | · | · | 2.0 | · | 1.7 | 1.7 | 1.9 | · | 1.9 | 2.0 | |
| P/B | · | · | · | · | · | · | · | · | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | 1.0 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | 1.1 | |
| P / Cash Flow | · | · | · | · | · | · | · | · | 34.8 | · | · | · | 84.7 | · | · | · | |
| P / FCF | · | · | · | · | · | · | · | · | 43.2 | · | · | · | 284.7 | · | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | 113.7 | · | · | · | 210.7 | · | · | · | |
| EV / FCF | · | · | · | · | · | · | · | · | 21.5 | · | · | · | 283.0 | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | 1.0 | · | 1.3 | 1.5 | 1.8 | · | 1.3 | 1.0 | |
| Earnings Yield | 9.8% | · | 10.2% | 10.4% | 10.5% | · | 9.6% | 11.4% | 12.2% | · | 15.7% | 17.5% | 17.3% | · | 14.5% | 13.5% | |
| Payout Ratio | 20.8% | · | · | · | 32.9% | · | · | · | 29.2% | · | · | · | 22.4% | · | · | · |
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 | |
|---|---|---|---|---|---|
| Beneficio neto | $66M | $55M | $58M | $63M | $58M |
| EPS Diluido | $2.49 | $2.39 | $2.55 | $3.26 | $3.16 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.3 | 0.1 | 0.1 | 0.4 | 0.2 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $59M | $55M | $36M | $52M | $52M |
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Propietarios institucionales (13F) 180 declarantes · $499.1M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 37 (+14 vs trimestre anterior) | 16 (+3 vs trimestre anterior) | 52 (+4 vs trimestre anterior) | 33 (-8 vs trimestre anterior) | +2.6M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $67 589 865 | 2 005 039 | 13,54% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $50 568 540 | 1 500 105 | 10,13% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $42 424 372 | 1 258 510 | 8,50% | Acciones |
| Davis Asset Management, L.P. | $32 024 500 | 950 000 | 6,42% | Acciones |
| STATE STREET CORP | $30 671 482 | 909 863 | 6,15% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $28 089 068 | 833 053 | 5,63% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $27 639 166 | 819 910 | 5,54% | Acciones |
| Stieven Capital Advisors, L.P. | $14 652 827 | 434 673 | 2,94% | Acciones |
| AMERIPRISE FINANCIAL INC | $14 198 315 | 421 190 | 2,84% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11 383 698 | 337 695 | 2,28% | Acciones |
| ROYCE & ASSOCIATES LP | $9 493 680 | 281 628 | 1,90% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9 197 875 | 272 853 | 1,84% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8 647 626 | 256 530 | 1,73% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8 408 353 | 249 432 | 1,68% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8 373 935 | 248 411 | 1,68% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7 667 272 | 227 448 | 1,54% | Acciones |
| BANC FUNDS CO LLC | $7 496 261 | 222 375 | 1,50% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $6 518 840 | 193 380 | 1,31% | Acciones |
| Petiole USA ltd | $6 379 314 | 189 241 | 1,28% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $6 123 017 | 181 638 | 1,23% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $5 863 113 | 173 928 | 1,17% | Acciones |
| Oppenheimer & Close, LLC | $5 604 389 | 166 253 | 1,12% | Acciones |
| GLOBEFLEX CAPITAL L P | $5 396 398 | 160 083 | 1,08% | Acciones |
| VANGUARD GROUP INC | $4 957 828 | 189 447 | 0,99% | Acciones |
| Empowered Funds, LLC | $4 918 491 | 145 906 | 0,99% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $4 717 546 | 139 945 | 0,95% | Acciones |
| EJF Capital LP | $3 676 345 | 109 058 | 0,74% | Acciones |
| FIRST TRUST ADVISORS LP | $3 638 589 | 107 938 | 0,73% | Acciones |
| Siena Capital Partners GP, LLC | $3 373 000 | 100 000 | 0,68% | Acciones |
| Bank of New York Mellon Corp | $3 309 041 | 98 162 | 0,66% | Acciones |
| STIFEL FINANCIAL CORP | $3 032 379 | 89 955 | 0,61% | Acciones |
| Skopos Labs, Inc. | $2 660 700 | 91 875 | 0,53% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 570 953 | 88 776 | 0,52% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $2 361 757 | 70 061 | 0,47% | Acciones |
| Fisher Asset Management, LLC | $2 275 458 | 67 501 | 0,46% | Acciones |
| Elizabeth Park Capital Advisors, Ltd. | $2 240 299 | 66 458 | 0,45% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 964 990 | 58 291 | 0,39% | Acciones |
| Swiss National Bank | $1 904 615 | 56 500 | 0,38% | Acciones |
| HM PAYSON & CO | $1 843 870 | 54 698 | 0,37% | Acciones |
| Pinnacle Holdings, LLC | $1 689 691 | 50 124 | 0,34% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 496 084 | 44 381 | 0,30% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 379 380 | 40 919 | 0,28% | Acciones |
| PNC Financial Services Group, Inc. | $1 269 923 | 37 672 | 0,25% | Acciones |
| Trexquant Investment LP | $1 231 999 | 36 547 | 0,25% | Acciones |
| RHUMBLINE ADVISERS | $1 153 986 | 34 233 | 0,23% | Acciones |
| Quantinno Capital Management LP | $1 136 674 | 33 719 | 0,23% | Acciones |
| Unison Advisors LLC | $1 012 682 | 30 041 | 0,20% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $913 086 | 27 159 | 0,18% | Acciones |
| BlackRock, Inc. | $844 503 | 25 052 | 0,17% | Acciones |
| WNY Asset Management, LLC | $835 334 | 24 780 | 0,17% | Acciones |
| Vanguard Global Advisers, LLC | $751 093 | 22 281 | 0,15% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $749 508 | 22 234 | 0,15% | Acciones |
| XTX Topco Ltd | $695 437 | 20 630 | 0,14% | Acciones |
| TWO SIGMA ADVISERS, LP | $681 388 | 26 037 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $672 885 | 19 961 | 0,13% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $572 835 | 16 993 | 0,11% | Acciones |
| MetLife Investment Management, LLC | $566 395 | 16 802 | 0,11% | Acciones |
| HighTower Advisors, LLC | $563 800 | 16 725 | 0,11% | Acciones |
| OSAIC HOLDINGS, INC. | $547 222 | 16 233 | 0,11% | Acciones |
| Allspring Global Investments Holdings, LLC | $534 068 | 15 843 | 0,11% | Acciones |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $521 763 | 15 478 | 0,10% | Acciones |
| Russell Investments Group, Ltd. | $515 459 | 15 291 | 0,10% | Acciones |
| Wilmington Savings Fund Society, FSB | $501 301 | 14 871 | 0,10% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $459 434 | 13 629 | 0,09% | Acciones |
| CHOREO, LLC | $455 355 | 13 508 | 0,09% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $436 600 | 12 952 | 0,09% | Acciones |
| PRUDENTIAL FINANCIAL INC | $431 319 | 12 795 | 0,09% | Acciones |
| JOURNEY STRATEGIC WEALTH LLC | $426 494 | 14 727 | 0,09% | Acciones |
| Cubist Systematic Strategies, LLC | $397 922 | 16 443 | 0,08% | Acciones |
| Invesco Ltd. | $397 812 | 11 801 | 0,08% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $386 856 | 11 476 | 0,08% | Acciones |
| BARCLAYS PLC | $386 114 | 11 454 | 0,08% | Acciones |
| Northeast Financial Group, Inc. | $384 706 | 13 284 | 0,08% | Acciones |
| Rafferty Asset Management, LLC | $376 709 | 11 175 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $362 517 | 10 754 | 0,07% | Acciones |
| Campbell & CO Investment Adviser LLC | $357 562 | 10 607 | 0,07% | Acciones |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $337 943 | 10 025 | 0,07% | Acciones |
| Squarepoint Ops LLC | $337 066 | 9 999 | 0,07% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $333 931 | 9 906 | 0,07% | Acciones |
| Chancellor Financial Group WB LP | $333 860 | 9 904 | 0,07% | Acciones |
| CITADEL ADVISORS LLC | $330 358 | 9 800 | 0,07% | Opción de venta |
| Sterling Capital Management LLC | $329 751 | 9 782 | 0,07% | Acciones |
| BLAIR WILLIAM & CO/IL | $326 587 | 9 688 | 0,07% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $318 054 | 9 435 | 0,06% | Acciones |
| LPL Financial LLC | $302 145 | 8 963 | 0,06% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $294 221 | 8 728 | 0,06% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $289 400 | 8 585 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $276 422 | 8 200 | 0,06% | Opción de compra |
| Man Group plc | $270 826 | 8 034 | 0,05% | Acciones |
| ARIZONA STATE RETIREMENT SYSTEM | $261 859 | 7 768 | 0,05% | Acciones |
| MIRABELLA FINANCIAL SERVICES LLP | $259 095 | 7 686 | 0,05% | Acciones |
| Park Capital Management, LLC / WI | $248 106 | 7 360 | 0,05% | Acciones |
| Sanctuary Advisors, LLC | $234 596 | 6 959 | 0,05% | Acciones |
| Alliance Wealth Advisors, LLC | $230 734 | 6 845 | 0,05% | Acciones |
| FourThought Financial Partners, LLC | $224 070 | 6 647 | 0,04% | Acciones |
| Private Advisor Group, LLC | $216 387 | 6 419 | 0,04% | Acciones |
| KLP KAPITALFORVALTNING AS | $215 744 | 6 400 | 0,04% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $215 509 | 6 393 | 0,04% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $212 306 | 6 298 | 0,04% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $210 452 | 6 243 | 0,04% | Acciones |
Informantes de la empresa 51 insiders · 22 directivos · 25 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael D Peduzzi | President & CEO | 14 de mayo de 2025 A | 41 986 | 0 | 0 | $0 |
| Joseph B Bower JR | President & CEO | 23 de diciembre de 2022 G | 833 | 0 | 0 | $0 |
| Brian William Wingard | EVP/CFO | 25 de febrero de 2019 F | 11 475 | 0 | 0 | $0 |
| Michael J Noah | EVP/Chief Operating Officer | 14 de mayo de 2025 A | 6 973 | 0 | 0 | $0 |
| Kylie L. Graham | SVP/Operations | 14 de mayo de 2025 A | 3 196 | 0 | 0 | $0 |
| Robin Mink | EVP/Chief TM Officer | 14 de mayo de 2025 A | 3 832 | 0 | 0 | $0 |
| Anna K Andersen | SVP & Chief Risk Officer | 14 de mayo de 2025 A | 3 029 | 0 | 0 | $0 |
| Koch Darryl P. | EVP & CITSO | 14 de mayo de 2025 A | 3 575 | 0 | 0 | $0 |
| Heather J. Koptchak | SVP/Chief ofEmployee Resources | 14 de mayo de 2025 A | 4 323 | 0 | 0 | $0 |
| Angela D. Wilcoxson | EVP/Chief Commercial Banking | 14 de mayo de 2025 A | 8 068 | 0 | 0 | $0 |
| Gregory M Dixon | EVP/Chief Credit Officer | 14 de mayo de 2025 A | 17 460 | 0 | 0 | $0 |
| Martin T. Griffith | SEVP/Chief Revenue Officer | 14 de mayo de 2025 A | 13 295 | 0 | 0 | $0 |
| Leanne D Kassab | SEVP/Chief Experience Officer | 14 de mayo de 2025 A | 18 027 | 0 | 0 | $0 |
| Steven R Shilling | EVP/Chief Wealth Mngt Officer | 14 de enero de 2025 S | 4 174 | 0 | 0 | $0 |
| Richard Lee Greslick Jr. | Secretary, Senior EVP | 26 de febrero de 2024 F | 32 442 | 0 | 0 | $0 |
| Mary Ann Conaway | EVP/Employee Resources | 21 de septiembre de 2022 P | 11 161 | 0 | 0 | $0 |
| Joseph E Dell Jr | Sr. EVP | 15 de febrero de 2022 F | 13 956 | 0 | 0 | $0 |
| Mark D Breakey | Sr. Executive Vice President | 21 de febrero de 2019 A | 31 615 | 0 | 0 | $0 |
| Vincent C. Turiano | Executive Vice President | 20 de febrero de 2015 A | 14 500 | 0 | 0 | $0 |
| Richard L Sloppy | Executive Vice President | 31 de octubre de 2013 M | 30 175 | 0 | 0 | $0 |
| Charles R Guarino | Treasurer | 18 de junio de 2010 P | 1 881 | 0 | 0 | $0 |
| Donald E Shawley | Senior Vice President | 11 de marzo de 2008 A | 2 268 | 0 | 0 | $0 |
| Jeffrey S Powell | Consejero | 30 de enero de 2026 A | 139 058 | 1 | 0 | $26 598 |
| Michael N. Obi | Consejero | 14 de mayo de 2025 A | 7 485 | 0 | 0 | $0 |
| Julie M. Young | Consejero | 14 de mayo de 2025 A | 9 529 | 0 | 0 | $0 |
| Francis X Straub III | Consejero | 14 de mayo de 2025 A | 36 169 | 0 | 0 | $0 |
| Peter C Varischetti | Consejero | 14 de mayo de 2025 A | 1 383 | 0 | 0 | $0 |
| Nicholas N. Scott Jr. | Consejero | 14 de mayo de 2025 A | 35 494 | 0 | 0 | $0 |
| Joel E. Peterson | Consejero | 14 de mayo de 2025 A | 26 318 | 0 | 0 | $0 |
| Richard B. Seager | Consejero | 14 de mayo de 2025 A | 21 611 | 0 | 0 | $0 |
| Renee Richard | Consejero | 1 de febrero de 2024 A | 1 889 | 0 | 0 | $0 |
| Peter F Smith | Consejero | 1 de febrero de 2024 A | 104 873 | 0 | 0 | $0 |
| Robert W Montler | Consejero | 11 de febrero de 2021 A | 57 701 | 0 | 0 | $0 |
| James B Ryan | Consejero | 22 de febrero de 2018 A | 63 300 | 0 | 0 | $0 |
| Dennis L Merrey | Consejero | 22 de febrero de 2018 A | 53 825 | 0 | 0 | $0 |
| William F Falger | Consejero | 24 de febrero de 2017 A | 57 126 | 0 | 0 | $0 |
| Robert D Hord | Consejero | 18 de junio de 2015 P | 130 372 | 0 | 0 | $0 |
| Charles H Reams | Consejero | 18 de diciembre de 2013 P | 6 844 | 0 | 0 | $0 |
| Robert E Brown | Consejero | 11 de enero de 2011 A | 48 552 | 0 | 0 | $0 |
| Michael F Lezzer | Consejero | 18 de junio de 2010 P | 5 839 | 0 | 0 | $0 |
| William C. Polacek | Consejero | 12 de enero de 2010 A | 4 450 | 0 | 0 | $0 |
| James J Leitzinger | Consejero | 11 de marzo de 2008 A | 25 030 | 0 | 0 | $0 |
| William R Owens | Consejero | 17 de agosto de 2007 P | 28 053 | 0 | 0 | $0 |
| James P Moore | Consejero | 14 de diciembre de 2004 A | — | 0 | 0 | $0 |
| Deborah Dick Pontzer | — | 30 de abril de 2026 S | 41 051 | 0 | 1 | $-7 454 |
| Tito L Lima | — | 23 de febrero de 2026 A | 27 423 | 0 | 0 | $0 |
| Gary S Olson | — | 4 de febrero de 2026 W | 100 056 | 0 | 1 | $-693 750 |
| Robert C Selig Jr | — | 30 de enero de 2026 A | 92 690 | 0 | 0 | $0 |
| Daniel J Henning | — | 30 de enero de 2026 A | 52 805 | 0 | 1 | $-117 223 |
| William A Franson | — | 10 de diciembre de 2003 A | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 43 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,24% | 101 681 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,10% | 387 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 79 397 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,07% | 605 244 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,07% | 275 789 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 58 691 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,06% | 25 787 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 12 524 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,04% | 98 586 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,04% | 2 957 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,03% | 777 012 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,03% | 6 631 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,03% | 136 990 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 170 553 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,03% | 12 638 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 8 404 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 1 375 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 18 138 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,02% | 98 596 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 138 695 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 1 268 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 1 076 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 338 026 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 45 405 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,01% | 1 086 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 728 SH | 8 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 4 312 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 798 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 163 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 27 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 51 293 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 12 381 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 493 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 7 184 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 11 752 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 42 854 SH | 8 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 6 999 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 933 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 17 211 NS | 31 de mayo de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 5 157 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 892 306 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 261 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 1 NS | 31 de mayo de 2026 | N-PORT |