CDW CDW Corporation - Common Stock
Acerca de CDW Corporation - Common Stock Descripción general de la empresa de Wikipedia
CDW Corporation is an American multi-brand provider of information technology services, serving business, government, education, and healthcare sectors across the United States, the United Kingdom, and Canada. Headquartered in Vernon Hills, Illinois, CDW is a Fortune 500 and generated $21 billion in annual net sales in 2023.
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CDW Corporation is an American multi-brand provider of information technology services, serving business, government, education, and healthcare sectors across the United States, the United Kingdom, and Canada. Headquartered in Vernon Hills, Illinois, CDW is a Fortune 500 and generated $21 billion in annual net sales in 2023.
History
CDW was originally incorporated in 1984 as "MPK Computing" by its founder Michael Krasny and John Marks. The idea was born when Krasny and Marks took a small ad in a free-circulation newspaper to sell their computer and printer. It later became Computer Discount Warehouse and then simply CDW.
In 2005, CDW launched BizTech magazine, which it publishes on quarterly basis.
In early 2006, CDW opened a 513,000-square-foot (47,700 m2) distribution center in North Las Vegas, Nevada. The Vernon Hills, Illinois distribution center is roughly 450,000 square feet (42,000 m2). In October 2006 CDW acquired Berbee, a reseller of IBM, Cisco, and Microsoft products and services. It was CDW's second major acquisition after purchasing Micro Warehouse in September 2003.
On 12 October 2007, Chicago based private equity firms Madison Dearborn Partners and Providence Equity Partners completed a $7 billion acquisition of CDW. It went public again through an initial public offering on the NASDAQ market on July 2, 2013, under the name CDW Corporation (the parent company since 2010). CDW LLC and CDW Finance Corporation are wholly owned subsidiaries.
CDW operates in Canada as CDW Canada Incorporated, based in Etobicoke, Ontario.
As of 2018, CDW ranked 189th on the Fortune 500 list of the largest United States corporations by revenue.
On December 18, 2023, CDW became a component of the Nasdaq-100 index.
Acquisitions
Berbee Information Networks Corporation, an American company specializing in IT, was purchased by CDW in 2006. Prior to that it was a privately held company headquartered in Fitchburg, Wisconsin. Berbee had offices in Illinois, Indiana, Michigan, Minnesota, Ohio, and Wisconsin. In October 2006, Berbee accepted an $175 million all-cash acquisition offer from CDW. It became a division of CDW and is now known as CDW Advanced Technology Services.
On 3 August 2015 the company announced that it had acquired the remaining 65% of Kelway Ltd., a London based multinational business with significant presence in the IT sector. Eight months earlier, CDW had bought a 35 percent stake in Kelway.
In 2021, CDW announced the acquisition of Sirius Computer Solutions, Inc. The acquisition was completed later that year.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
CDW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
CDW 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 |
|---|---|
| 22 de mayo de 2026 | $0,6300 |
| 25 de febrero de 2026 | $0,6300 |
| 25 de noviembre de 2025 | $0,6300 |
| 25 de agosto de 2025 | $0,6250 |
| 23 de mayo de 2025 | $0,6250 |
| 25 de febrero de 2025 | $0,6250 |
| 25 de noviembre de 2024 | $0,6250 |
| 26 de agosto de 2024 | $0,6200 |
| 23 de mayo de 2024 | $0,6200 |
| 23 de febrero de 2024 | $0,6200 |
| 22 de noviembre de 2023 | $0,6200 |
| 24 de agosto de 2023 | $0,5900 |
| 24 de mayo de 2023 | $0,5900 |
| 23 de febrero de 2023 | $0,5900 |
| 23 de noviembre de 2022 | $0,5900 |
| 24 de agosto de 2022 | $0,5000 |
| 24 de mayo de 2022 | $0,5000 |
| 24 de febrero de 2022 | $0,5000 |
| 23 de noviembre de 2021 | $0,5000 |
| 24 de agosto de 2021 | $0,4000 |
CDW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 25,0%
- Compra 7 43,8%
- Mantener 5 31,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
9 analistas · 2026-08-21Historial 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 | $2.91 | $2.83 | 0.08% |
| 31 de marzo de 2026 | $2.28 | $2.31 | -0.03% |
| 31 de diciembre de 2025 | $2.57 | $2.47 | 0.10% |
| 30 de septiembre de 2025 | $2.71 | $2.65 | 0.06% |
| 30 de junio de 2025 | $2.60 | $2.52 | 0.08% |
| 31 de marzo de 2025 | $2.15 | $1.98 | 0.17% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| SNX | $15.10B | 15.3 | 6.9% | 1.3% | 10.0% | 7.0% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | — | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | — | 18.6 | 9.5% | — | — | — |
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| SCSC | $1.05B | 14.3 | 6.1% | 2.4% | 8.7% | 13.6% |
| CLMB | $474M | 22.2 | 40.1% | 3.3% | 19.2% | 16.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $22.42B | $21.00B | $21.38B | $23.75B | $20.82B | $18.47B | $18.03B | $16.24B | $14.83B | $13.67B | $12.99B | $12.07B | |
| Cost of Revenue | $17.55B | $16.40B | $16.72B | $19.06B | $17.25B | $15.26B | $14.99B | $13.53B | $12.38B | $11.34B | $10.87B | $10.15B | |
| Gross Profit | $4.87B | $4.60B | $4.65B | $4.69B | $3.57B | $3.21B | $3.04B | $2.71B | $2.45B | $2.33B | $2.12B | $1.92B | |
| SG&A Expense | $3.22B | $2.95B | $2.97B | $2.95B | $2.15B | $2.03B | $1.91B | $1.72B | $1.41B | $1.35B | $1.23B | $1.11B | |
| Operating Income | $1.66B | $1.65B | $1.68B | $1.74B | $1.42B | $1.18B | $1.13B | $987M | $866M | $820M | $742M | $673M | |
| Other Non-op | $-800.0K | $-1M | $-4M | $-12M | $30M | $-22M | $-24M | $2M | $-55M | $2M | $-9M | $3M | |
| Pretax Income | $1.43B | $1.44B | $1.45B | $1.49B | $1.30B | $1.00B | $950M | $840M | $661M | $673M | $647M | $388M | |
| Income Tax | $361M | $358M | $346M | $373M | $309M | $214M | $213M | $198M | $138M | $248M | $244M | $143M | |
| Net Income | $1.07B | $1.08B | $1.10B | $1.11B | $989M | $788M | $737M | $643M | $523M | $425M | $403M | $245M | |
| EPS (Basic) | $8.13 | $8.06 | $8.20 | $8.24 | $7.14 | $5.53 | $5.08 | $4.26 | $3.37 | $2.60 | $2.37 | $1.44 | |
| EPS (Diluted) | $8.08 | $7.97 | $8.10 | $8.13 | $7.04 | $5.45 | $4.99 | $4.19 | $3.31 | $2.56 | $2.35 | $1.42 | |
| Shares (Basic) | 131,300,000 | 133,800,000 | 134,600,000 | 135,200,000 | 138,500,000 | 142,600,000 | 145,100,000 | 150,900,000 | 155,400,000 | 163,600,000 | 170,300,000 | 170,600,000 | |
| Shares (Diluted) | 132,100,000 | 135,200,000 | 136,300,000 | 137,000,000 | 140,500,000 | 144,800,000 | 147,800,000 | 153,600,000 | 158,200,000 | 166,000,000 | 171,800,000 | 172,800,000 | |
| EBITDA | $1.95B | $1.93B | $1.95B | $2.03B | $1.61B | $1.60B | $1.40B | $1.25B | $1.13B | $1.07B | $969M | $881M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $619M | $504M | $589M | $315M | $258M | $1.41B | $154M | $206M | $144M | $264M | $38M | $344M | |
| Short-term Investments | $0 | $214M | $0 | · | · | · | · | · | · | · | · | · | |
| Receivables | $6.31B | $5.14B | $4.57B | $4.46B | $4.50B | $3.21B | $3.00B | $2.67B | $2.33B | $2.17B | $2.02B | $1.56B | |
| Inventory | $563M | $605M | $668M | $800M | $928M | $760M | $611M | $454M | $412M | $424M | $393M | $338M | |
| Prepaid Expense | $452M | $404M | $410M | $498M | $358M | $191M | $172M | $149M | $168M | $154M | $144M | $55M | |
| Current Assets | $8.50B | $7.37B | $6.71B | $6.56B | $6.48B | $5.95B | $4.33B | $3.80B | $3.40B | $3.25B | $2.79B | $2.45B | |
| PP&E (Net) | $172M | $192M | $196M | $189M | $196M | $176M | $363M | $156M | $161M | $164M | $175M | $137M | |
| PP&E (Gross) | $475M | $512M | $504M | $499M | $461M | $419M | $620M | $372M | $363M | $348M | $374M | $310M | |
| Goodwill | $4.66B | $4.62B | $4.41B | $4.34B | $4.38B | $2.60B | $2.55B | $2.46B | $2.48B | $2.46B | $2.50B | $2.22B | |
| Intangibles | $1.19B | $1.36B | $1.37B | $1.49B | $1.63B | $445M | $594M | $712M | $897M | $1.06B | $1.28B | $1.17B | |
| Other Non-current Assets | · | · | $472M | $396M | $359M | $44M | $23M | $40M | $33M | $36M | $12M | $12M | |
| Total Assets | $16.03B | $14.68B | $13.28B | $13.13B | $13.20B | $9.34B | $8.00B | $7.17B | $6.97B | $6.96B | $6.76B | $6.08B | |
| Accrued Liabilities | · | · | · | · | · | · | $940M | $593M | $522M | $436M | $402M | · | |
| Current Liabilities | $7.23B | $5.47B | $5.44B | $4.95B | $5.10B | $3.90B | $3.49B | $2.80B | $2.52B | $2.29B | $1.89B | $1.47B | |
| Capital Leases | $158M | $149M | $164M | $175M | $184M | $169M | $131M | $0 | · | · | · | · | |
| Deferred Tax | $172M | $167M | $171M | $203M | $222M | $55M | $62M | $142M | $196M | $369M | $470M | $475M | |
| Other Non-current Liabilities | · | · | $433M | $336M | $235M | $69M | $71M | $64M | $53M | $37M | $70M | $46M | |
| Total Liabilities | · | · | · | · | · | · | · | · | $5.98B | $5.91B | · | · | |
| Long-term Debt | $5.63B | $5.84B | $5.64B | $5.92B | $6.86B | $3.93B | $3.32B | $3.21B | $3.24B | $3.23B | $3.26B | $3.17B | |
| Total Debt | $5.63B | $5.84B | $5.64B | $5.92B | $6.86B | $3.93B | $3.32B | $3.21B | $3.24B | $3.23B | $3.26B | $3.19B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $-1.27B | $-1.32B | $-1.53B | $-1.76B | $-2.57B | $-1.81B | $-2.02B | $-1.89B | $-1.83B | $-1.67B | $-1.65B | $-1.76B | |
| Treasury Stock | · | · | · | · | · | · | · | $0 | $0 | $0 | · | · | |
| AOCI | $-100M | $-160M | $-125M | $-152M | $-94M | $-96M | $-118M | $-131M | $-96M | $-140M | $-61M | $-17M | |
| Stockholders' Equity | $2.61B | $2.35B | $2.04B | $1.60B | $706M | $1.30B | $960M | $975M | $986M | $1.05B | $1.10B | $936M | |
| Liabilities + Equity | $16.03B | $14.68B | $13.28B | $13.13B | $13.20B | $9.34B | $8.00B | $7.17B | $6.97B | $6.95B | $6.76B | $6.08B | |
| Shares Outstanding | 129,400,000 | 132,600,000 | 134,100,000 | 135,500,000 | 134,800,000 | 141,900,000 | 143,000,000 | 147,700,000 | 153,000,000 | 160,300,000 | 168,200,000 | 172,200,000 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $296M | $275M | $271M | $291M | $191M | $426M | $267M | $266M | $261M | $254M | $227M | $208M | |
| Deferred Tax | $1M | $-14M | $-33M | $-18M | $-7M | $-20M | $-88M | $-56M | $-172M | $-99M | $-53M | $-89M | |
| Amort. of Intangibles | $248M | $222M | $219M | $233M | $149M | $212M | $219M | $223M | $221M | $216M | $199M | $182M | |
| Other Non-cash | $-158M | $-62M | $256M | $-51M | $-388M | $120M | $111M | $53M | $166M | $24M | $-300M | $71M | |
| Operating Cash Flow | $1.21B | $1.28B | $1.60B | $1.34B | $785M | $1.31B | $1.03B | $906M | $778M | $604M | $278M | $435M | |
| CapEx | $117M | $123M | $148M | $128M | $100M | $158M | $236M | $86M | $81M | $64M | $90M | $55M | |
| Investing Cash Flow | $70M | $-659M | $-230M | $-164M | $-2.77B | $-201M | $-331M | $-86M | $-81M | $-66M | $-354M | $-165M | |
| Debt Issued | $592M | $1.20B | $0 | $0 | $3.92B | $1.30B | $600M | $0 | $2.08B | $1.48B | $525M | $1.18B | |
| Net Debt Issued | $381M | $1.20B | $-150M | $-636M | $3.87B | $678M | $61M | $0 | $-38M | $-7M | $-300.0K | $-124M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Stock Repurchased | $653M | $500M | $500M | $0 | $1.50B | $341M | $657M | $522M | $534M | $367M | $241M | $0 | |
| Net Stock Activity | $-653M | $-500M | $-500M | $0 | $-1.50B | $-341M | $-657M | $-522M | $-534M | $-367M | $-241M | $0 | |
| Dividends Paid | $329M | $332M | $322M | $283M | $235M | $220M | $183M | $139M | $107M | $79M | $53M | $34M | |
| Financing Cash Flow | $-1.18B | $-687M | $-1.10B | $-1.10B | $833M | $139M | $-750M | $-755M | $-819M | $-305M | $-226M | $-112M | |
| Net Change in Cash | $111M | $-81M | $274M | $57M | $-1.15B | $1.26B | $-52M | $62M | $-120M | $226M | $-307M | $156M | |
| Taxes Paid | $326M | $399M | $401M | $362M | $351M | $246M | $272M | $261M | $276M | $329M | $300M | $241M | |
| Free Cash Flow | $1.09B | $1.15B | $1.45B | $1.21B | $685M | $1.16B | $791M | $820M | $697M | $540M | $187M | $380M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.7% | 21.9% | 21.8% | 19.7% | 17.1% | 17.4% | 16.9% | 16.7% | 16.1% | 16.6% | 16.3% | 15.9% | |
| Operating Margin | 7.4% | 7.9% | 7.9% | 7.3% | 6.8% | 6.4% | 6.3% | 6.1% | 5.7% | 5.9% | 5.7% | 5.6% | |
| Net Margin | 4.8% | 5.1% | 5.2% | 4.7% | 4.8% | 4.3% | 4.1% | 4.0% | 3.4% | 3.0% | 3.1% | 2.0% | |
| Pretax Margin | 6.4% | 6.8% | 6.8% | 6.3% | 6.2% | 5.4% | 5.3% | 5.2% | 4.3% | 4.8% | 5.0% | 3.2% | |
| EBITDA Margin | 8.7% | 9.2% | 9.1% | 8.5% | 7.7% | 8.7% | 7.8% | 7.7% | 7.4% | 7.7% | 7.5% | 7.3% | |
| ROA | 7.0% | 7.7% | 8.4% | 8.5% | 8.8% | 9.1% | 9.7% | 9.1% | 7.5% | 6.2% | 6.3% | 4.1% | |
| ROE | 42.0% | 45.8% | 57.3% | 76.1% | 128.2% | 62.2% | 77.8% | 60.2% | 51.5% | 39.6% | 39.7% | 29.7% | |
| ROIC | 15.0% | 15.1% | 16.7% | 17.3% | 14.3% | 17.8% | 20.6% | 18.1% | 16.3% | 12.1% | 10.6% | 10.3% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.3 | 1.2 | 1.3 | 1.3 | 1.5 | 1.2 | 1.4 | 1.3 | 1.4 | 1.5 | 1.7 | |
| Quick Ratio | 1.0 | 1.1 | 0.9 | 1.0 | 0.9 | 1.2 | 0.9 | 1.0 | 1.0 | 1.1 | 1.1 | 1.3 | |
| Debt / Equity | 2.2 | 2.5 | 2.8 | 3.7 | 9.7 | 3.0 | 3.5 | 3.3 | 3.3 | 3.1 | 3.0 | 3.4 | |
| LT Debt / Equity | 1.8 | 2.4 | 2.5 | 3.7 | 9.6 | 3.0 | 3.4 | 3.3 | 3.3 | 3.1 | 2.9 | 3.4 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.5 | 1.6 | 1.8 | 1.8 | 2.1 | 2.4 | 2.3 | 2.2 | 2.0 | 2.0 | 2.0 | |
| Inventory Turnover | 30.0 | 25.8 | 22.8 | 22.1 | 20.4 | 22.3 | 28.1 | 31.3 | 29.2 | 27.6 | 29.8 | 28.2 | |
| Receivables Turnover | 3.9 | 4.3 | 4.7 | 5.3 | 5.4 | 5.9 | 6.4 | 6.5 | 6.8 | 6.7 | 7.3 | 8.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.8% | -1.8% | -10.0% | 14.1% | 12.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.9% | 0.28% | 5.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 1.4% | -1.6% | -0.37% | 15.5% | 29.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -0.21% | 4.2% | 14.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 8.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -1.0% | -2.4% | -0.92% | 12.7% | 25.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -1.5% | 2.9% | 11.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $22.42B | $21.00B | $21.38B | $23.75B | $20.82B | $18.47B | $18.03B | $16.24B | $14.83B | $13.67B | $12.99B | $12.07B | |
| Net Income TTM | $1.07B | $1.08B | $1.10B | $1.11B | $989M | $788M | $737M | $643M | $523M | $425M | $403M | $245M | |
| Market Cap | $17.62B | $23.08B | $30.48B | $24.20B | $27.60B | $18.70B | $20.43B | $11.97B | $10.63B | $8.35B | $7.07B | $6.06B | |
| Enterprise Value | $22.64B | $28.20B | $35.54B | $29.81B | $34.20B | $21.22B | $23.59B | $14.97B | $13.72B | $11.32B | $10.29B | $8.90B | |
| P/E | 16.9 | 21.8 | 28.1 | 22.0 | 29.1 | 24.2 | 28.6 | 19.3 | 21.0 | 20.3 | 17.9 | 24.8 | |
| P/S | 0.8 | 1.1 | 1.4 | 1.0 | 1.3 | 1.0 | 1.1 | 0.7 | 0.7 | 0.6 | 0.5 | 0.5 | |
| P/B | 6.8 | 9.8 | 14.9 | 15.1 | 39.1 | 14.4 | 21.3 | 12.3 | 10.8 | 8.0 | 6.5 | 6.5 | |
| P / Cash Flow | 14.6 | 18.1 | 19.1 | 18.1 | 35.2 | 14.2 | 19.9 | 13.2 | 13.7 | 13.8 | 25.5 | 13.9 | |
| P / FCF | 16.2 | 20.0 | 21.0 | 20.0 | 40.3 | 16.2 | 25.8 | 14.6 | 15.3 | 15.4 | 37.7 | 15.9 | |
| EV / EBITDA | 11.6 | 14.6 | 18.2 | 14.7 | 21.2 | 13.2 | 16.8 | 12.0 | 12.2 | 10.5 | 10.6 | 10.1 | |
| EV / FCF | 20.8 | 24.4 | 24.5 | 24.7 | 50.0 | 18.3 | 29.8 | 18.3 | 19.7 | 20.9 | 54.9 | 23.4 | |
| EV / Revenue | 1.0 | 1.3 | 1.7 | 1.3 | 1.6 | 1.1 | 1.3 | 0.9 | 0.9 | 0.8 | 0.8 | 0.7 | |
| Dividend Yield | 1.9% | 1.4% | 1.1% | 1.2% | 0.85% | 1.2% | 0.90% | 1.2% | 1.0% | 0.94% | 0.75% | 0.55% | |
| Earnings Yield | 5.9% | 4.6% | 3.6% | 4.5% | 3.4% | 4.1% | 3.5% | 5.2% | 4.8% | 4.9% | 5.6% | 4.0% | |
| Payout Ratio | 30.8% | 30.8% | 29.1% | 25.4% | 23.8% | 27.9% | 24.9% | 21.7% | 20.4% | 18.5% | 13.1% | 13.7% | |
| Annual Payout | $329M | $332M | $322M | $283M | $235M | $220M | $183M | $139M | $107M | $79M | $53M | $34M |
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 | $6.57B | $5.68B | $5.51B | $5.74B | $5.98B | $5.20B | $5.19B | $5.52B | $5.42B | $4.87B | $5.02B | $5.63B | $5.63B | $5.10B | $5.44B | $6.22B | |
| Cost of Revenue | $5.25B | $4.49B | $4.26B | $4.48B | $4.74B | $4.08B | $4.03B | $4.32B | $4.24B | $3.81B | $3.86B | $4.40B | $4.44B | $4.01B | $4.26B | $4.98B | |
| Gross Profit | $1.32B | $1.19B | $1.25B | $1.26B | $1.24B | $1.12B | $1.16B | $1.20B | $1.18B | $1.06B | $1.15B | $1.23B | $1.18B | $1.09B | $1.18B | $1.23B | |
| SG&A Expense | $891M | $814M | $824M | $812M | $821M | $761M | $747M | $719M | $750M | $735M | $719M | $749M | $769M | $734M | $734M | $767M | |
| Operating Income | $429M | $376M | $431M | $443M | $420M | $361M | $409M | $482M | $433M | $328M | $435M | $478M | $412M | $355M | $447M | $466M | |
| Other Non-op | $4M | $-2M | $-3M | $1M | $2M | $-300.0K | $-600.0K | $400.0K | $-1M | $-100.0K | $-1M | $-1M | $-600.0K | $-1M | $-6M | $-5M | |
| Pretax Income | $373M | $319M | $369M | $389M | $365M | $304M | $352M | $428M | $380M | $277M | $381M | $420M | $353M | $296M | $381M | $399M | |
| Income Tax | $98M | $84M | $90M | $98M | $94M | $79M | $87M | $111M | $99M | $60M | $85M | $104M | $91M | $66M | $94M | $101M | |
| Net Income | $274M | $235M | $280M | $291M | $271M | $225M | $264M | $316M | $281M | $216M | $296M | $316M | $263M | $230M | $287M | $298M | |
| EPS (Basic) | $2.16 | $1.82 | $2.15 | $2.22 | $2.06 | $1.70 | $1.98 | $2.37 | $2.10 | $1.61 | $2.20 | $2.35 | $1.95 | $1.70 | $2.12 | $2.20 | |
| EPS (Diluted) | $2.15 | $1.82 | $2.13 | $2.21 | $2.05 | $1.69 | $1.97 | $2.34 | $2.07 | $1.59 | $2.18 | $2.32 | $1.92 | $1.68 | $2.09 | $2.17 | |
| Shares (Basic) | 127,000,000 | 129,000,000 | -263,800,000 | 131,000,000 | 131,600,000 | 132,500,000 | -268,200,000 | 133,500,000 | 134,100,000 | 134,400,000 | -269,700,000 | 134,100,000 | 134,600,000 | 135,600,000 | -270,200,000 | 135,300,000 | |
| Shares (Diluted) | 127,400,000 | 129,500,000 | -265,600,000 | 131,800,000 | 132,400,000 | 133,500,000 | -271,300,000 | 134,900,000 | 135,600,000 | 136,000,000 | -273,000,000 | 135,900,000 | 136,100,000 | 137,300,000 | -273,600,000 | 137,100,000 | |
| EBITDA | $504M | $451M | · | $517M | $494M | $436M | · | $551M | $502M | $395M | · | $544M | $478M | $426M | · | $542M |
Balance general 24
| 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 | $362M | $579M | $619M | $453M | $481M | $471M | $504M | $947M | $665M | $804M | · | $441M | $204M | $279M | · | $385M | |
| Short-term Investments | · | · | $0 | $0 | $0 | $217M | $214M | $212M | · | · | · | · | · | · | · | · | |
| Receivables | $7.34B | $6.47B | $6.31B | $5.79B | $5.63B | $5.33B | $5.14B | $4.89B | $4.72B | $4.31B | · | $4.42B | $4.50B | $4.26B | · | $4.55B | |
| Inventory | $982M | $821M | $563M | $505M | $762M | $720M | $605M | $682M | $725M | $671M | · | $706M | $790M | $781M | · | $914M | |
| Prepaid Expense | $446M | $514M | $452M | $421M | $408M | $385M | $404M | $407M | $389M | $367M | · | $403M | $479M | $488M | · | $560M | |
| Current Assets | $9.68B | $8.97B | $8.50B | $7.78B | $7.84B | $7.65B | $7.37B | $7.66B | $7.04B | $6.63B | · | $6.46B | $6.49B | $6.28B | · | $6.90B | |
| PP&E (Net) | $166M | $172M | $172M | $177M | $182M | $188M | $192M | $193M | $187M | $190M | · | $195M | $194M | $187M | · | $188M | |
| PP&E (Gross) | · | · | $475M | · | · | · | $512M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $4.65B | $4.65B | $4.66B | $4.64B | $4.65B | $4.64B | $4.62B | $4.42B | $4.41B | $4.41B | $4.41B | $4.42B | $4.43B | $4.37B | $4.34B | $4.33B | |
| Intangibles | $1.10B | $1.14B | $1.19B | $1.23B | $1.27B | $1.31B | $1.36B | $1.26B | $1.29B | $1.33B | · | $1.38B | $1.42B | $1.46B | · | $1.53B | |
| Other Non-current Assets | · | · | · | · | · | · | · | $709M | $573M | $493M | · | $287M | $314M | $335M | · | $386M | |
| Total Assets | $17.25B | $16.45B | $16.03B | $15.20B | $15.27B | $15.02B | $14.68B | $14.38B | $13.64B | $13.19B | · | $12.88B | $12.99B | $12.77B | · | $13.48B | |
| Current Liabilities | $8.30B | $7.70B | $7.23B | $5.59B | $5.81B | $5.78B | $5.47B | $5.46B | $6.21B | $5.26B | · | $4.78B | $5.00B | $4.78B | · | $5.36B | |
| Capital Leases | $147M | $150M | $158M | $129M | $136M | $141M | $149M | $159M | $162M | $168M | · | $169M | $174M | $171M | · | $180M | |
| Deferred Tax | $162M | $167M | $172M | $165M | $139M | $155M | $167M | $145M | $152M | $162M | · | $172M | $180M | $193M | · | $208M | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | $658M | $518M | $436M | · | $281M | $301M | $307M | · | $302M | |
| Long-term Debt | $5.82B | $5.64B | $5.63B | $5.63B | $5.63B | $5.85B | $5.84B | $6.03B | $5.63B | $5.63B | · | $5.70B | $5.76B | $5.80B | · | $6.16B | |
| Total Debt | $5.82B | $5.64B | · | $5.63B | $5.63B | $5.85B | · | $6.03B | $5.63B | $5.63B | · | $5.70B | $5.76B | $5.80B | · | $6.16B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $-1.49B | $-1.33B | $-1.27B | $-1.31B | $-1.37B | $-1.40B | $-1.32B | $-1.35B | $-1.48B | $-1.47B | · | $-1.69B | $-1.86B | $-1.85B | · | $-1.97B | |
| AOCI | $-123M | $-120M | $-100M | $-106M | $-86M | $-143M | $-160M | $-108M | $-135M | $-133M | · | $-150M | $-125M | $-143M | · | $-188M | |
| Stockholders' Equity | $2.44B | $2.56B | $2.61B | $2.54B | $2.47B | $2.32B | $2.35B | $2.35B | $2.17B | $2.14B | $2.04B | $1.81B | $1.61B | $1.57B | $1.60B | $1.33B | |
| Liabilities + Equity | $17.25B | $16.45B | $16.03B | $15.20B | $15.27B | $15.02B | $14.68B | $14.38B | $13.64B | $13.19B | · | $12.88B | $12.99B | $12.77B | · | $13.48B | |
| Shares Outstanding | 125,300,000 | 128,000,000 | 129,400,000 | 130,300,000 | 131,100,000 | 131,700,000 | 132,600,000 | 133,200,000 | 133,600,000 | 134,400,000 | 134,100,000 | 134,000,000 | 134,000,000 | 135,000,000 | · | 135,300,000 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $75M | $75M | $74M | $73M | $73M | $75M | $70M | $69M | $69M | $67M | $68M | $66M | $66M | $71M | $72M | $76M | |
| Other Non-cash | · | $-36M | · | · | · | $-13M | · | · | · | $157M | · | · | · | $65M | · | · | |
| Operating Cash Flow | $-55M | $275M | $434M | $328M | $156M | $287M | $345M | $342M | $150M | $440M | $536M | $469M | $228M | $365M | $242M | $333M | |
| CapEx | $28M | $26M | $38M | $30M | $22M | $27M | $29M | $34M | $31M | $30M | $34M | $43M | $40M | $32M | $31M | $34M | |
| Investing Cash Flow | $-28M | $-31M | $-54M | $-30M | $186M | $-32M | $-354M | $-245M | $-31M | $-30M | $-34M | $-49M | $-93M | $-54M | $-39M | $-34M | |
| Debt Issued | · | · | $592M | · | · | · | $0 | · | · | · | $0 | · | · | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-50M | · | · | |
| Stock Repurchased | $344M | $201M | $153M | $150M | $150M | $200M | $146M | $100M | $202M | $52M | $50M | $54M | $196M | $200M | $0 | $0 | |
| Net Stock Activity | · | $-201M | · | · | · | $-200M | · | · | · | $-52M | · | · | · | $-200M | · | · | |
| Dividends Paid | $80M | $81M | $82M | $82M | $82M | $83M | $83M | $83M | $83M | $83M | $83M | $79M | $79M | $80M | $80M | $68M | |
| Financing Cash Flow | $-133M | $-273M | $-216M | $-320M | $-355M | $-294M | $-416M | $179M | $-257M | $-193M | $-359M | $-180M | $-211M | $-348M | $-272M | $-456M | |
| Net Change in Cash | $-217M | $-39M | $166M | $-28M | $6M | $-32M | $-439M | $281M | $-138M | $215M | $148M | $237M | $-76M | $-36M | $-69M | $-157M | |
| Taxes Paid | $185M | $17M | $130M | $32M | $144M | $19M | $120M | $132M | $131M | $17M | $116M | $110M | $196M | $22M | $88M | $114M | |
| Free Cash Flow | · | $248M | · | · | · | $260M | · | · | · | $410M | · | · | · | $334M | · | · |
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 | 20.1% | 20.9% | · | 21.9% | 20.8% | 21.6% | · | 21.8% | 21.8% | 21.8% | · | 21.8% | 21.0% | 21.3% | · | 19.8% | |
| Operating Margin | 6.5% | 6.6% | · | 7.7% | 7.0% | 7.0% | · | 8.7% | 8.0% | 6.7% | · | 8.5% | 7.3% | 7.0% | · | 7.5% | |
| Net Margin | 4.2% | 4.1% | · | 5.1% | 4.5% | 4.3% | · | 5.7% | 5.2% | 4.4% | · | 5.6% | 4.7% | 4.5% | · | 4.8% | |
| Pretax Margin | 5.7% | 5.6% | · | 6.8% | 6.1% | 5.9% | · | 7.8% | 7.0% | 5.7% | · | 7.5% | 6.3% | 5.8% | · | 6.4% | |
| EBITDA Margin | 7.7% | 7.9% | · | 9.0% | 8.3% | 8.4% | · | 10.0% | 9.3% | 8.1% | · | 9.7% | 8.5% | 8.3% | · | 8.7% | |
| ROA | 1.7% | 1.5% | · | 2.0% | 1.9% | 1.6% | · | 2.3% | 2.1% | 1.7% | · | 2.4% | 2.0% | 1.8% | · | 2.6% | |
| ROE | 11.2% | 9.7% | · | 11.9% | 11.7% | 10.1% | · | 15.2% | 14.8% | 11.7% | · | 20.1% | 19.3% | 18.7% | · | 27.5% | |
| ROIC | 3.8% | 3.4% | · | 4.1% | 3.9% | 3.3% | · | 4.2% | 4.1% | 3.3% | · | 4.8% | 4.2% | 3.8% | · | 4.7% |
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 | 1.2 | 1.2 | · | 1.4 | 1.3 | 1.3 | · | 1.4 | 1.1 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | |
| Quick Ratio | 0.9 | 0.9 | · | 1.1 | 1.1 | 1.0 | · | 1.1 | 0.9 | 1.0 | · | 1.0 | 0.9 | 1.0 | · | 0.9 | |
| Debt / Equity | 2.4 | 2.2 | · | 2.2 | 2.3 | 2.5 | · | 2.6 | 2.6 | 2.6 | · | 3.1 | 3.6 | 3.7 | · | 4.6 | |
| LT Debt / Equity | 2.0 | 1.8 | · | 2.2 | 2.3 | 2.4 | · | 2.4 | 2.0 | 2.4 | · | 3.1 | 3.5 | 3.7 | · | 4.6 |
Eficiencia 3
| 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 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.6 | |
| Inventory Turnover | 6.0 | 5.8 | · | 7.6 | 6.4 | 5.9 | · | 6.2 | 5.6 | 5.2 | · | 5.4 | 4.9 | 4.4 | · | 5.7 | |
| Receivables Turnover | 1.0 | 1.0 | · | 1.1 | 1.2 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.3 | 1.3 | 1.1 | · | 1.5 |
Valoración (TTM) 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 TTM | $23.97B | $22.59B | · | $22.43B | $22.12B | $21.01B | · | $21.44B | $21.55B | $21.23B | · | $22.57B | $23.09B | $23.41B | · | $23.61B | |
| Net Income TTM | $1.07B | $1.02B | · | $1.10B | $1.09B | $1.04B | · | $1.13B | $1.08B | $1.02B | · | $1.11B | $1.07B | $1.06B | · | $1.09B | |
| Market Cap | $17.62B | $15.49B | · | $20.75B | $23.41B | $21.11B | · | $30.14B | $29.91B | $34.38B | · | $27.04B | $24.59B | $26.31B | · | $21.12B | |
| Enterprise Value | $23.08B | $20.55B | · | $25.93B | $28.56B | $26.27B | · | $35.02B | $34.87B | $39.21B | · | $32.30B | $30.15B | $31.83B | · | $26.89B | |
| P/E | 17.1 | 15.6 | · | 19.2 | 21.9 | 20.8 | · | 27.2 | 28.3 | 34.1 | · | 24.9 | 23.5 | 25.2 | · | 19.6 | |
| P/S | 0.7 | 0.7 | · | 0.9 | 1.1 | 1.0 | · | 1.4 | 1.4 | 1.6 | · | 1.2 | 1.1 | 1.1 | · | 0.9 | |
| P/B | 7.2 | 6.1 | · | 8.2 | 9.5 | 9.1 | · | 12.8 | 13.8 | 16.1 | · | 14.9 | 15.2 | 16.8 | · | 15.9 | |
| P / Cash Flow | · | 56.4 | · | · | · | 73.5 | · | · | · | 78.1 | · | · | · | 72.0 | · | · | |
| P / FCF | · | 62.4 | · | · | · | 81.1 | · | · | · | 83.7 | · | · | · | 78.8 | · | · | |
| EV / EBITDA | 45.8 | 45.6 | · | 50.2 | 57.9 | 60.2 | · | 63.6 | 69.4 | 99.2 | · | 59.3 | 63.1 | 74.7 | · | 49.6 | |
| EV / FCF | · | 82.7 | · | · | · | 100.9 | · | · | · | 95.5 | · | · | · | 95.4 | · | · | |
| EV / Revenue | 1.0 | 0.9 | · | 1.2 | 1.3 | 1.3 | · | 1.6 | 1.6 | 1.8 | · | 1.4 | 1.3 | 1.4 | · | 1.1 | |
| Earnings Yield | 5.9% | 6.4% | · | 5.2% | 4.6% | 4.8% | · | 3.7% | 3.5% | 2.9% | · | 4.0% | 4.3% | 4.0% | · | 5.1% | |
| Payout Ratio | · | 34.4% | · | · | · | 36.8% | · | · | · | 38.6% | · | · | · | 34.7% | · | · |
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 | $22.42B | $21.00B | $21.38B | $23.75B | $20.82B |
| Margen Bruto % | 21.7% | 21.9% | 21.8% | 19.7% | 17.1% |
| Margen Operativo % | 7.4% | 7.9% | 7.9% | 7.3% | 6.8% |
| Beneficio neto | $1.07B | $1.08B | $1.10B | $1.11B | $989M |
| EPS Diluido | $8.08 | $7.97 | $8.10 | $8.13 | $7.04 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 2.2 | 2.5 | 2.8 | 3.7 | 9.7 |
| Ratio corriente | 1.2 | 1.3 | 1.2 | 1.3 | 1.3 |
| Ratio Rápido | 1.0 | 1.1 | 0.9 | 1.0 | 0.9 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.09B | $1.15B | $1.45B | $1.21B | $685M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
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Propietarios institucionales (13F) 835 declarantes · $10.6B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 115 (-7 vs trimestre anterior) | 103 (-23 vs trimestre anterior) | 252 (-18 vs trimestre anterior) | 290 (+25 vs trimestre anterior) | +6.0M |
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 CAPITAL MANAGEMENT LLC | $1 173 102 008 | 8 341 169 | 11,07% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 152 907 229 | 8 197 577 | 10,88% | Acciones |
| STATE STREET CORP | $812 855 320 | 5 779 688 | 7,67% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $531 279 554 | 3 777 585 | 5,01% | Acciones |
| Boston Partners | $523 935 260 | 3 725 578 | 4,95% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $488 621 230 | 3 471 897 | 4,61% | Acciones |
| Longview Partners (Guernsey) LTD | $262 678 391 | 1 867 736 | 2,48% | Acciones |
| Alyeska Investment Group, L.P. | $260 880 449 | 1 854 952 | 2,46% | Acciones |
| FIDUCIARY MANAGEMENT INC /WI/ | $196 018 125 | 1 393 758 | 1,85% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $178 265 108 | 1 267 528 | 1,68% | Acciones |
| Madison Asset Management, LLC | $150 554 447 | 1 070 495 | 1,42% | Acciones |
| Point72 Asset Management, L.P. | $143 191 772 | 1 018 144 | 1,35% | Acciones |
| FMR LLC | $139 888 350 | 994 656 | 1,32% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $138 764 203 | 986 663 | 1,31% | Acciones |
| Mawer Investment Management Ltd. | $133 520 944 | 949 381 | 1,26% | Acciones |
| Madison Investment Advisors, LLC | $130 995 835 | 752 677 | 1,24% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $129 656 719 | 921 905 | 1,22% | Acciones |
| Freestone Grove Partners LP | $115 084 587 | 818 292 | 1,09% | Acciones |
| Mondrian Investment Partners LTD | $106 203 030 | 755 141 | 1,00% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $101 088 099 | 758 350 | 0,95% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $100 873 196 | 717 244 | 0,95% | Acciones |
| Fenimore Asset Management Inc | $99 794 614 | 709 575 | 0,94% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $98 489 598 | 700 296 | 0,93% | Acciones |
| NORGES BANK | $95 057 451 | 675 892 | 0,90% | Acciones |
| Swedbank AB | $91 460 302 | 650 315 | 0,86% | Acciones |
| AMERIPRISE FINANCIAL INC | $85 635 926 | 608 902 | 0,81% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $80 787 587 | 574 426 | 0,76% | Acciones |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $67 999 440 | 483 500 | 0,64% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $66 572 341 | 473 353 | 0,63% | Acciones |
| JANE STREET GROUP, LLC | $65 186 640 | 463 500 | 0,62% | Opción de venta |
| DNB Asset Management AS | $61 999 456 | 440 838 | 0,59% | Acciones |
| FIRST TRUST ADVISORS LP | $61 508 700 | 437 350 | 0,58% | Acciones |
| CITADEL ADVISORS LLC | $60 363 251 | 429 204 | 0,57% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $58 806 788 | 418 137 | 0,56% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $53 323 590 | 440 618 | 0,50% | Acciones |
| BlackRock, Inc. | $51 107 310 | 363 391 | 0,48% | Acciones |
| Swiss National Bank | $50 756 976 | 360 900 | 0,48% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $49 413 000 | 351 345 | 0,47% | Acciones |
| BANK OF AMERICA CORP /DE/ | $46 299 110 | 329 203 | 0,44% | Acciones |
| Findlay Park Partners LLP | $45 767 913 | 325 426 | 0,43% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $45 636 836 | 324 494 | 0,43% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $44 850 016 | 318 903 | 0,42% | Acciones |
| Blue Grotto Capital, LLC | $44 391 891 | 315 642 | 0,42% | Acciones |
| Select Equity Group, L.P. | $44 225 654 | 314 460 | 0,42% | Acciones |
| Quantinno Capital Management LP | $43 586 173 | 309 913 | 0,41% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $41 759 954 | 296 928 | 0,39% | Acciones |
| GOLDMAN SACHS GROUP INC | $41 752 306 | 296 874 | 0,39% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $39 976 473 | 284 247 | 0,38% | Acciones |
| Vanguard Global Advisers, LLC | $38 759 681 | 275 595 | 0,37% | Acciones |
| VANGUARD GROUP INC | $38 629 044 | 283 620 | 0,36% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $37 440 478 | 266 215 | 0,35% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $37 143 024 | 264 100 | 0,35% | Opción de compra |
| RAYMOND JAMES FINANCIAL INC | $36 872 760 | 262 178 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $35 819 211 | 254 688 | 0,34% | Acciones |
| RENAISSANCE GROUP LLC | $33 610 336 | 238 981 | 0,32% | Acciones |
| TWO SIGMA ADVISERS, LP | $32 497 320 | 238 600 | 0,31% | Acciones |
| BARCLAYS PLC | $30 917 172 | 219 832 | 0,29% | Acciones |
| Wishbone Management, LP | $28 128 000 | 200 000 | 0,27% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $27 118 767 | 224 085 | 0,26% | Acciones |
| Artisan Partners Limited Partnership | $25 789 579 | 183 373 | 0,24% | Acciones |
| BAMCO INC /NY/ | $24 206 394 | 172 116 | 0,23% | Acciones |
| California Public Employees Retirement System | $23 942 413 | 170 239 | 0,23% | Acciones |
| Cubist Systematic Strategies, LLC | $23 332 555 | 146 487 | 0,22% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $23 074 945 | 164 071 | 0,22% | Acciones |
| Local Pensions Partnership Investment Ltd | $22 392 083 | 159 176 | 0,21% | Acciones |
| ATWOOD & PALMER INC | $22 206 620 | 157 897 | 0,21% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $21 152 958 | 150 405 | 0,20% | Acciones |
| CITADEL ADVISORS LLC | $20 575 632 | 146 300 | 0,19% | Opción de compra |
| PNC Financial Services Group, Inc. | $19 816 457 | 140 902 | 0,19% | Acciones |
| Baird Financial Group, Inc. | $19 640 658 | 139 652 | 0,19% | Acciones |
| MORGAN STANLEY | $19 519 518 | 138 790 | 0,18% | Acciones |
| Kepler Cheuvreux (Suisse) SA | $18 875 013 | 134 208 | 0,18% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18 297 264 | 130 100 | 0,17% | Opción de venta |
| Legal & General Group Plc | $18 231 867 | 129 635 | 0,17% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $17 519 525 | 124 570 | 0,17% | Acciones |
| Broad Run Investment Management, LLC | $17 482 958 | 124 310 | 0,17% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $17 470 765 | 124 223 | 0,16% | Acciones |
| Point72 (DIFC) Ltd | $17 449 255 | 109 551 | 0,16% | Acciones |
| APG Asset Management N.V. | $16 700 892 | 135 766 | 0,16% | Acciones |
| JANE STREET GROUP, LLC | $16 440 816 | 116 900 | 0,16% | Opción de compra |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $16 150 816 | 114 838 | 0,15% | Acciones |
| Distillate Capital Partners LLC | $16 017 208 | 113 888 | 0,15% | Acciones |
| ARGENT CAPITAL MANAGEMENT LLC | $15 737 500 | 111 899 | 0,15% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $15 191 370 | 108 016 | 0,14% | Acciones |
| Aberdeen Group plc | $15 143 693 | 107 677 | 0,14% | Acciones |
| AVIVA PLC | $15 002 491 | 106 673 | 0,14% | Acciones |
| PZENA INVESTMENT MANAGEMENT LLC | $14 108 583 | 100 317 | 0,13% | Acciones |
| NICHOLAS COMPANY, INC. | $13 976 803 | 99 380 | 0,13% | Acciones |
| Makaira Partners LLC | $13 620 000 | 100 000 | 0,13% | Acciones |
| AustralianSuper Pty Ltd | $12 901 048 | 91 731 | 0,12% | Acciones |
| HARRIS ASSOCIATES L P | $12 488 832 | 88 800 | 0,12% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $12 462 814 | 88 615 | 0,12% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $12 383 632 | 88 052 | 0,12% | Acciones |
| Mediolanum International Funds Ltd | $12 364 283 | 88 430 | 0,12% | Acciones |
| Crossmark Global Holdings, Inc. | $11 431 233 | 81 280 | 0,11% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $11 096 496 | 78 900 | 0,10% | Acciones |
| JANE STREET GROUP, LLC | $11 000 720 | 78 219 | 0,10% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $10 732 238 | 76 310 | 0,10% | Acciones |
| JANUS HENDERSON GROUP PLC | $10 533 460 | 87 039 | 0,10% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 436 332 | 74 206 | 0,10% | Acciones |
Informantes de la empresa 41 insiders · 24 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christine A Leahy | Chair, President, and Chief Executive Officer | 10 de junio de 2026 A | 193 655 | 1 | 0 | $499 422 |
| Albert Joseph Miralles JR | Chief Financial Officer and Executive Vice President, Enterprise Business Operations | 10 de junio de 2026 A | 47 344 | 0 | 0 | $0 |
| Collin B. Kebo | Senior Vice President and Chief Financial Officer | 16 de agosto de 2021 S | 29 710 | 0 | 0 | $0 |
| Mukesh Kumar | Chief Services & Solutions Officer and Executive Vice President | 17 de agosto de 2026 F | 20 530 | 0 | 0 | $0 |
| Elizabeth H. Connelly | Chief Commercial Officer and Executive Vice President | 7 de agosto de 2026 M | 34 215 | 0 | 1 | $-3 673 766 |
| Hang Tan | Chief Strategy & Transformation Officer and EVP | 10 de junio de 2026 A | 33 967 | 0 | 0 | $0 |
| Katherine Elizabeth Sanderson | Chief Human Resources Officer and Executive Vice President, Coworker Success | 10 de junio de 2026 A | 24 499 | 0 | 0 | $0 |
| Peter R Locy | Senior Vice President, Controller, and Chief Accounting Officer | 10 de junio de 2026 A | 5 921 | 0 | 0 | $0 |
| Frederick J. Kulevich | Chief Legal Officer, Executive Vice President, Risk and Compliance, and Corporate Secretary | 10 de junio de 2026 A | 44 640 | 0 | 0 | $0 |
| Sona Chawla | Chief Growth and Innovation Officer and Executive Vice President | 10 de septiembre de 2025 A | 35 510 | 0 | 0 | $0 |
| Christina M Corley | Chief Commercial and Operating Officer | 10 de septiembre de 2024 A | 75 294 | 0 | 0 | $0 |
| Carolyn Wiesenhahn | Chief People Officer and Senior Vice President, Coworker Success | 13 de septiembre de 2023 F | 1 903 | 0 | 0 | $0 |
| Ilaria Mocciaro | Vice President, Controller and Chief Accounting Officer | 10 de marzo de 2022 A | 1 129 | 0 | 0 | $0 |
| Matthew A. Troka | Senior Vice President - Product and Partner Management | 13 de mayo de 2020 M | 62 457 | 0 | 0 | $0 |
| Jill M. Billhorn | Senior Vice President - Corporate Sales | 11 de mayo de 2020 S | 14 930 | 0 | 0 | $0 |
| Douglas E Eckrote | Senior Vice President - Small Business Sales and eCommerce | 11 de mayo de 2020 S | 141 533 | 0 | 0 | $0 |
| Robert F. Kirby | Senior Vice President - Public Sales | 9 de marzo de 2020 A | 27 534 | 0 | 0 | $0 |
| Mark Chong | Senior Vice President - Strategy and Marketing | 9 de marzo de 2020 A | 11 997 | 0 | 0 | $0 |
| Neil B Fairfield | Vice President, Controller and Chief Accounting Officer | 9 de marzo de 2020 A | 6 505 | 0 | 0 | $0 |
| Christina V. Rother | Senior Vice President - Integrated Technology Solutions | 9 de marzo de 2020 A | 101 521 | 0 | 0 | $0 |
| Jonathan J Stevens | Senior Vice President - Operations and Chief Information Officer | 9 de marzo de 2020 A | 81 988 | 0 | 0 | $0 |
| Thomas E Richards | Executive Chairman | 17 de diciembre de 2019 M | 547 733 | 0 | 0 | $0 |
| Neal J. Campbell | Senior Vice President- Strategic Solutions and Services | 15 de junio de 2018 M | 24 859 | 0 | 0 | $0 |
| Dennis G Berger | Senior Vice President and Chief Coworker Services Officer | 14 de febrero de 2018 F | 73 868 | 0 | 0 | $0 |
| David W Nelms | Consejero | 1 de julio de 2026 A | 51 415 | 1 | 0 | $2 005 740 |
| Joseph Swedish | Consejero | 1 de julio de 2026 A | 20 202 | 0 | 0 | $0 |
| Kelly J Grier | Consejero | 10 de junio de 2026 A | 4 062 | 0 | 0 | $0 |
| Anthony R Foxx | Consejero | 10 de junio de 2026 A | 6 728 | 0 | 0 | $0 |
| Marc Ellis Jones | Consejero | 10 de junio de 2026 A | 4 513 | 0 | 0 | $0 |
| Virginia C. Addicott | Consejero | 10 de junio de 2026 A | 18 593 | 0 | 0 | $0 |
| Lynda M Clarizio | Consejero | 10 de junio de 2026 A | 15 741 | 0 | 0 | $0 |
| James A Bell | Consejero | 10 de junio de 2026 A | 26 358 | 0 | 0 | $0 |
| Paul J Finnegan | Consejero | 10 de marzo de 2023 A | 16 305 | 0 | 0 | $0 |
| Benjamin D Chereskin | Consejero | 10 de marzo de 2021 A | 28 386 | 0 | 0 | $0 |
| Barry K Allen | Consejero | 10 de marzo de 2021 A | 33 321 | 0 | 0 | $0 |
| Steven W Alesio | Consejero | 10 de marzo de 2021 A | 21 206 | 0 | 0 | $0 |
| Robin P Selati | Consejero | 15 de junio de 2016 J | 1 051 | 0 | 0 | $0 |
| CREAMER GLENN M | Consejero | 15 de junio de 2016 J | 139 963 | 0 | 0 | $0 |
| Donna F Zarcone | — | 10 de marzo de 2026 A | 22 958 | 0 | 0 | $0 |
| Sanjay Mehrotra | — | 10 de marzo de 2026 A | 6 391 | 0 | 0 | $0 |
| Ann Elizabeth Ziegler | — | 2 de noviembre de 2017 M | 35 830 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 172 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 |
|---|---|---|---|---|
| TDV · ProShares Trust | 2,14% | 49 363 NS | 31 de mayo de 2026 | N-PORT |
| SMRI · EA Series Trust | 2,09% | 82 427 NS | 30 de abril de 2026 | N-PORT |
| CSMD · Professionally Managed Portfolios | 1,40% | 44 428 NS | 30 de abril de 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,35% | 587 411 SH | 19 de agosto de 2026 | Diario |
| DIVB · iShares Trust | 1,27% | 177 491 SH | 19 de agosto de 2026 | Diario |
| ABCS · EA Series Trust | 0,99% | 890 NS | 29 de mayo de 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,97% | 105 105 NS | 30 de abril de 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,84% | 74 007 SH | 19 de agosto de 2026 | Diario |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,62% | 1 687 NS | 31 de mayo de 2026 | N-PORT |
| FWD · AB Active ETFs, Inc. | 0,54% | 123 626 NS | 31 de mayo de 2026 | N-PORT |
| BSCQ · Invesco Exchange-Traded Self-Indexe… | 0,50% | 17 333 000 | 19 de agosto de 2026 | Diario |
| TDVI · First Trust Exchange-Traded Fund IV | 0,45% | 13 885 NS | 30 de abril de 2026 | N-PORT |
| KRMA · Global X Funds | 0,45% | 4 326 NS | 31 de mayo de 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,40% | 529 536 NS | 30 de abril de 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,40% | 1 353 NS | 30 de abril de 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,39% | 37 295 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,38% | 1 860 080 SH | 19 de agosto de 2026 | Diario |
| IETC · iShares U.S. ETF Trust | 0,37% | 19 504 SH | 19 de agosto de 2026 | Diario |
| SZNE · Pacer Funds Trust | 0,36% | 348 NS | 30 de abril de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,31% | 13 281 NS | 30 de abril de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,28% | 30 453 NS | 30 de abril de 2026 | N-PORT |
| AFLG · First Trust Exchange-Traded Fund VI… | 0,25% | 13 132 NS | 31 de mayo de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 13 529 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,25% | 4 255 NS | 31 de mayo de 2026 | N-PORT |
| SIZE · iShares Trust | 0,24% | 7 897 SH | 19 de agosto de 2026 | Diario |
| IMCV · iShares Trust | 0,24% | 20 823 SH | 19 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,23% | 32 897 SH | 19 de agosto de 2026 | Diario |
| GSEW · Goldman Sachs ETF Trust | 0,22% | 31 316 NS | 31 de mayo de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,21% | 2 930 282 SH | 19 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,20% | 1 440 420 SH | 19 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,19% | 1 973 NS | 30 de abril de 2026 | N-PORT |
| EQIN · Columbia ETF Trust I | 0,19% | 3 912 NS | 30 de abril de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,17% | 5 496 NS | 31 de mayo de 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,16% | 205 000 | 19 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,16% | 192 240 SH | 19 de agosto de 2026 | Diario |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,16% | 4 346 000 | 19 de agosto de 2026 | Diario |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,16% | 4 824 000 | 19 de agosto de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 82 491 NS | 30 de abril de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,15% | 1 660 NS | 30 de abril de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,13% | 174 634 NS | 30 de abril de 2026 | N-PORT |
| GSLC · Goldman Sachs ETF Trust | 0,13% | 164 546 NS | 31 de mayo de 2026 | N-PORT |
| IWR · iShares Trust | 0,12% | 520 342 SH | 19 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,12% | 1 501 982 SH | 19 de agosto de 2026 | Diario |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,12% | 86 390 SH | 19 de agosto de 2026 | Diario |
| IMCB · iShares Trust | 0,12% | 14 796 SH | 19 de agosto de 2026 | Diario |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,12% | 1 498 NS | 31 de mayo de 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,11% | 4 045 000 | 19 de agosto de 2026 | Diario |
| EGLE · Global X Funds | 0,11% | 16 NS | 30 de abril de 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0,11% | 87 426 NS | 30 de abril de 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0,09% | 51 NS | 31 de mayo de 2026 | N-PORT |