CHE Chemed Corp
Acerca de Chemed Corp Descripción general de la empresa de Wikipedia
CHE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
CHE 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 |
|---|---|
| 17 de agosto de 2026 | $0,7000 |
| 28 de mayo de 2026 | $0,6000 |
| 23 de febrero de 2026 | $0,6000 |
| 17 de noviembre de 2025 | $0,6000 |
| 11 de agosto de 2025 | $0,6000 |
| 29 de mayo de 2025 | $0,5000 |
| 24 de febrero de 2025 | $0,5000 |
| 18 de noviembre de 2024 | $0,5000 |
| 12 de agosto de 2024 | $0,5000 |
| 30 de mayo de 2024 | $0,4000 |
| 23 de febrero de 2024 | $0,4000 |
| 10 de noviembre de 2023 | $0,4000 |
| 11 de agosto de 2023 | $0,4000 |
| 24 de mayo de 2023 | $0,3800 |
| 24 de febrero de 2023 | $0,3800 |
| 10 de noviembre de 2022 | $0,3800 |
| 12 de agosto de 2022 | $0,3800 |
| 25 de mayo de 2022 | $0,3600 |
| 25 de febrero de 2022 | $0,3600 |
| 12 de noviembre de 2021 | $0,3600 |
CHE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 25,0%
- Compra 2 25,0%
- Mantener 4 50,0%
- 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 | $6.06 | $5.66 | 0.40% |
| 31 de marzo de 2026 | $5.65 | $5.36 | 0.29% |
| 31 de diciembre de 2025 | $6.42 | $7.14 | -0.72% |
| 30 de septiembre de 2025 | $5.27 | $5.43 | -0.16% |
| 30 de junio de 2025 | $4.27 | $5.03 | -0.76% |
| 31 de marzo de 2025 | $5.63 | $5.60 | 0.03% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CHE | — | 23.3 | 4.1% | 10.5% | 24.4% | — |
| GH | $13.34B | -30.8 | 32.9% | -42.4% | 205.7% | — |
| LH | $20.62B | 24.0 | 7.2% | 6.3% | 10.3% | 28.8% |
| BTSG | $7.20B | 43.0 | 28.2% | 1.5% | 10.8% | 11.8% |
| DVA | $7.79B | 11.5 | 6.5% | 5.5% | -281.8% | — |
| HNGE | $0 | -6.0 | 50.6% | -89.9% | -299.8% | 79.7% |
| HIMS | — | 63.7 | 59.0% | 5.5% | 23.3% | 73.8% |
| RDNT | $5.28B | -285.4 | 11.5% | -0.91% | -1.9% | — |
| LFST | $2.73B | — | 13.9% | 0.68% | 0.65% | — |
| BLLN | $0 | 584.6 | 100.0% | 2.4% | 6.5% | 68.3% |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.53B | $2.43B | $2.26B | $2.13B | $2.14B | $2.08B | $1.94B | $1.78B | $1.67B | $1.58B | $1.54B | $1.46B | |
| Cost of Revenue | $1.71B | $1.58B | $1.47B | $1.37B | $1.37B | $1.38B | $1.32B | $1.23B | $1.15B | $1.12B | $1.09B | $1.03B | |
| SG&A Expense | $417M | $424M | $395M | $359M | $367M | $330M | $306M | $271M | $277M | $244M | $238M | $223M | |
| Operating Expenses | $2.19B | $2.06B | $1.92B | $1.79B | $1.80B | $1.69B | $1.68B | $1.54B | $1.55B | $1.40B | $1.36B | $1.29B | |
| Operating Income | $338M | $366M | $341M | $343M | $343M | $390M | $257M | $244M | $113M | $179M | $184M | $168M | |
| Interest Expense | $2M | $2M | $3M | $5M | $2M | $2M | $5M | $5M | $4M | $4M | $4M | $8M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $281.0K | $-29.0K | |
| Other Non-op | $-13.0K | $3.0K | $232.0K | $382.0K | $457.0K | $-25.0K | $-3.0K | $958.0K | $8M | $2M | $-687.0K | $3M | |
| Pretax Income | $356M | $399M | $350M | $330M | $350M | $396M | $262M | $240M | $117M | $177M | $180M | $163M | |
| Income Tax | $91M | $97M | $78M | $80M | $82M | $77M | $42M | $34M | $19M | $68M | $70M | $63M | |
| Net Income | $265M | $302M | $273M | $250M | $269M | $319M | $220M | $206M | $98M | $109M | $110M | $99M | |
| EPS (Basic) | $18.42 | $20.10 | $18.11 | $16.72 | $17.14 | $20.02 | $13.77 | $12.80 | $6.11 | $6.64 | $6.54 | $5.79 | |
| EPS (Diluted) | $18.34 | $19.89 | $17.93 | $16.53 | $16.85 | $19.48 | $13.31 | $12.23 | $5.86 | $6.48 | $6.33 | $5.57 | |
| Shares (Basic) | 14,398,000 | 15,024,000 | 15,050,000 | 14,929,000 | 15,671,000 | 15,955,000 | 15,969,000 | 16,059,000 | 16,057,000 | 16,383,000 | 16,870,000 | 17,165,000 | |
| Shares (Diluted) | 14,460,000 | 15,186,000 | 15,200,000 | 15,099,000 | 15,938,000 | 16,398,000 | 16,527,000 | 16,803,000 | 16,742,000 | 16,789,000 | 17,422,000 | 17,840,000 | |
| EBITDA | $403M | · | $401M | $403M | $402M | $446M | $303M | $282M | $149M | $213M | $218M | $168M |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $75M | $178M | $264M | $74M | $33M | $163M | $6M | $5M | $11M | $15M | $15M | $14M | |
| Receivables | $183M | $171M | $182M | $139M | $137M | $127M | $144M | $120M | $114M | $132M | $106M | $125M | |
| Inventory | $8M | $8M | $12M | $10M | $10M | $7M | $7M | $6M | $5M | $6M | $6M | $6M | |
| Prepaid Expense | · | · | · | · | · | · | · | $19M | $16M | $13M | $13M | $11M | |
| Current Assets | $303M | $395M | $501M | $273M | $230M | $329M | $191M | $160M | $176M | $170M | $151M | $175M | |
| PP&E (Net) | $206M | $201M | $204M | $200M | $194M | $188M | $176M | $162M | $143M | $121M | $117M | $105M | |
| PP&E (Gross) | $594M | $583M | $559M | $536M | $512M | $481M | $446M | $410M | $373M | $333M | $318M | $291M | |
| Accum. Depreciation | $388M | $382M | $355M | $336M | $318M | $293M | $270M | $248M | $230M | $211M | $201M | $186M | |
| Goodwill | $667M | $667M | $585M | $581M | $579M | $579M | $577M | $511M | $477M | $472M | $472M | $467M | |
| Intangibles | $83M | $92M | $90M | $100M | $108M | $118M | $126M | $68M | $55M | $55M | $55M | $56M | |
| Other Non-current Assets | $9M | $56M | $56M | $60M | $8M | $9M | $9M | $9M | $7M | $7M | $7M | $8M | |
| Total Assets | $1.54B | $1.67B | $1.67B | $1.44B | $1.34B | $1.43B | $1.27B | $976M | $920M | $880M | $852M | $860M | |
| Accounts Payable | $64M | $44M | $64M | $42M | $73M | $54M | $51M | $50M | $48M | $40M | $44M | $47M | |
| Current Liabilities | $287M | $286M | $312M | $297M | $302M | $299M | $262M | $192M | $194M | $172M | $171M | $176M | |
| Capital Leases | $103M | $99M | $101M | $111M | $101M | $99M | $87M | · | · | · | · | · | |
| Deferred Tax | $19M | $26M | $30M | $39M | $23M | $21M | $19M | $22M | $17M | $14M | $21M | $30M | |
| Other Non-current Liabilities | $13M | $13M | $13M | $12M | $10M | $26M | $8M | $17M | $17M | $16M | $13M | $13M | |
| Total Liabilities | $559M | $550M | $560M | $643M | $719M | $534M | $542M | $384M | $380M | $356M | $339M | $409M | |
| Long-term Debt | · | · | · | $98M | $185M | · | $90M | $89M | $101M | $109M | $91M | $148M | |
| Total Debt | · | · | · | $98M | $185M | · | $90M | $89M | $101M | $109M | $91M | $148M | |
| Common Stock | $38M | $37M | $37M | $37M | $37M | $36M | $36M | $35M | $35M | $34M | $34M | $33M | |
| Retained Earnings | $2.96B | $2.72B | $2.45B | $2.20B | $1.97B | $1.72B | $1.43B | $1.23B | $1.04B | $958M | $866M | $771M | |
| Treasury Stock | $3.61B | $3.13B | $2.72B | $2.59B | $2.43B | $1.82B | $1.60B | $1.45B | $1.23B | $1.11B | $992M | $894M | |
| Stockholders' Equity | $979M | $1.12B | $1.11B | $799M | $623M | $901M | $727M | $591M | $540M | $524M | $513M | $451M | |
| Liabilities + Equity | $1.54B | $1.67B | $1.67B | $1.44B | $1.34B | $1.43B | $1.27B | $976M | $920M | $880M | $852M | $860M |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $65M | $63M | $61M | $59M | $59M | $57M | $45M | $39M | $36M | $35M | $33M | $31M | |
| Deferred Tax | $-6M | $-4M | $-8M | $15M | $2M | $1M | $-3M | $5M | $2M | $-7M | $6M | $7M | |
| Amort. of Intangibles | $10M | $10M | $10M | $10M | $10M | $10M | $4M | $399.0K | $137.0K | $359.0K | $1M | $720.0K | |
| Other Non-cash | $64M | · | $5M | $-14M | $-21M | $112M | $39M | $38M | $26M | $-1M | $21M | · | |
| Operating Cash Flow | $388M | $417M | $330M | $310M | $309M | $489M | $301M | $287M | $162M | $135M | $172M | $110M | |
| CapEx | $63M | $50M | $57M | $57M | $59M | $59M | $53M | $53M | $64M | $40M | $44M | $44M | |
| Investing Cash Flow | $-59M | $-144M | $-61M | $-59M | $-58M | $-62M | $-191M | $-105M | $-68M | $-40M | $-50M | · | |
| Stock Repurchased | $432M | $361M | $68M | $115M | $576M | $176M | $93M | $159M | $95M | $102M | $59M | $110M | |
| Net Stock Activity | $-432M | · | $-68M | $-115M | $-576M | $-176M | $-93M | $-159M | $-95M | $-102M | $-59M | $-110M | |
| Dividends Paid | $32M | $27M | $24M | $22M | $22M | $21M | $20M | $19M | $17M | $16M | $16M | $14M | |
| Financing Cash Flow | $-433M | $-359M | $-80M | $-209M | $-381M | $-271M | $-109M | $-188M | $-99M | $-95M | $-121M | · | |
| Net Change in Cash | · | · | · | · | · | · | · | $-6M | $-4M | $583.0K | $595.0K | $-70M | |
| Free Cash Flow | $325M | · | $273M | $253M | $250M | $430M | $248M | $234M | $98M | $96M | $127M | $67M | |
| Levered FCF | $324M | · | $271M | $249M | $248M | $429M | $244M | $230M | $95M | $93M | $125M | $62M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.4% | · | 15.0% | 16.1% | 16.0% | 18.7% | 13.3% | 13.7% | 6.8% | 11.3% | 11.9% | 11.6% | |
| Net Margin | 10.5% | · | 12.0% | 11.7% | 12.6% | 15.4% | 11.3% | 11.5% | 5.9% | 6.9% | 7.1% | 6.8% | |
| Pretax Margin | 14.1% | · | 15.5% | 15.4% | 16.4% | 19.0% | 13.5% | 13.4% | 7.0% | 11.2% | 11.7% | 11.2% | |
| EBITDA Margin | 15.9% | · | 17.7% | 18.9% | 18.8% | 21.5% | 15.6% | 15.8% | 8.9% | 13.5% | 14.1% | 11.6% | |
| ROA | 16.5% | · | 17.5% | 17.9% | 19.3% | 23.6% | 19.6% | 21.7% | 10.9% | 12.6% | 12.9% | 11.3% | |
| ROE | 24.4% | · | 25.6% | 32.8% | 38.3% | 37.5% | 31.4% | 35.4% | 18.4% | 21.0% | 22.9% | 22.1% | |
| ROIC | 25.8% | · | 23.9% | 29.0% | 32.5% | 34.9% | 26.5% | 30.7% | 14.8% | 17.3% | 18.7% | 17.2% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | · | 1.6 | 0.9 | 0.8 | 1.1 | 0.7 | 0.8 | 0.9 | 1.0 | 0.9 | 1.0 | |
| Quick Ratio | 0.9 | · | 1.4 | 0.7 | 0.6 | 1.0 | 0.6 | 0.6 | 0.6 | 0.9 | 0.7 | 0.8 | |
| Debt / Equity | · | · | · | 0.1 | 0.3 | · | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | |
| LT Debt / Equity | · | · | · | 0.1 | 0.3 | · | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | |
| Interest Coverage | 193.3 | · | 109.6 | 74.9 | 183.6 | 165.5 | 56.8 | 48.8 | 26.5 | 48.1 | 50.6 | 20.6 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | · | 1.5 | 1.5 | 1.5 | 1.5 | 1.7 | 1.9 | 1.9 | 1.8 | 1.8 | 1.7 | |
| Inventory Turnover | 216.9 | · | 131.6 | 134.4 | 159.2 | 189.4 | 200.7 | 222.6 | 207.5 | 184.8 | 174.3 | 160.8 | |
| Receivables Turnover | 14.3 | · | 14.1 | 15.4 | 16.2 | 15.4 | 14.7 | 15.3 | 13.6 | 13.2 | 13.4 | 13.5 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.1% | 7.4% | 6.1% | -0.20% | 2.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.8% | 4.4% | 2.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -7.8% | 10.9% | 8.5% | -1.9% | -13.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 3.5% | 5.7% | -2.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -1.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -12.2% | 10.8% | 9.2% | -7.0% | -15.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2.0% | 4.0% | -5.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -3.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.53B | $2.43B | $2.26B | $2.13B | $2.14B | $2.08B | $1.94B | $1.78B | $1.67B | $1.58B | $1.54B | $1.46B | |
| Net Income TTM | $265M | $302M | $273M | $250M | $269M | $319M | $220M | $206M | $98M | $109M | $110M | $99M | |
| P/E | 23.3 | 26.6 | 32.6 | 30.9 | 31.4 | 27.3 | 33.0 | 23.2 | 41.5 | 24.8 | 23.7 | 19.0 | |
| Earnings Yield | 4.3% | 3.8% | 3.1% | 3.2% | 3.2% | 3.7% | 3.0% | 4.3% | 2.4% | 4.0% | 4.2% | 5.3% | |
| Payout Ratio | 11.9% | · | 8.6% | 8.8% | 8.2% | 6.6% | 9.0% | 9.1% | 17.7% | 15.1% | 14.1% | 14.3% | |
| Annual Payout | $32M | $27M | $24M | $22M | $22M | $21M | $20M | $19M | $17M | $16M | $16M | $14M |
Estado de resultados 15
| 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 | $673M | $658M | $639M | $625M | $619M | $647M | $640M | $606M | $596M | $589M | $586M | $565M | $554M | $560M | $547M | $526M | |
| Cost of Revenue | $452M | $442M | $414M | $428M | $434M | $431M | $406M | $396M | $390M | $385M | $358M | $362M | $374M | $371M | $350M | $347M | |
| SG&A Expense | $115M | $114M | $106M | $106M | $100M | $106M | $104M | $102M | $102M | $116M | $100M | $100M | $95M | $100M | $97M | $84M | |
| Operating Expenses | $584M | $573M | $539M | $550M | $551M | $552M | $526M | $514M | $508M | $517M | $475M | $478M | $484M | $487M | $465M | $446M | |
| Operating Income | $89M | $85M | $101M | $75M | $68M | $95M | $114M | $92M | $88M | $72M | $111M | $87M | $70M | $73M | $81M | $81M | |
| Interest Expense | $2M | $512.0K | $521.0K | $457.0K | $443.0K | $329.0K | $499.0K | $427.0K | $429.0K | $425.0K | $342.0K | $444.0K | $771.0K | $2M | $2M | $1M | |
| Other Non-op | $1.0K | $-1.0K | $-6.0K | $-7.0K | $1.0K | $-1.0K | $0 | $2.0K | · | · | $170.0K | $2.0K | $-8.0K | $68.0K | $382.0K | $-1.0K | |
| Pretax Income | $91M | $89M | $105M | $84M | $71M | $96M | $120M | $101M | $94M | $84M | $116M | $93M | $70M | $71M | $82M | $76M | |
| Income Tax | $24M | $23M | $29M | $19M | $19M | $24M | $30M | $25M | $23M | $19M | $26M | $18M | $17M | $17M | $20M | $20M | |
| Net Income | $68M | $66M | $77M | $64M | $52M | $72M | $90M | $76M | $71M | $65M | $90M | $75M | $53M | $54M | $62M | $57M | |
| EPS (Basic) | $5.14 | $4.85 | $5.45 | $4.46 | $3.60 | $4.91 | $6.06 | $5.04 | $4.70 | $4.30 | $5.98 | $4.97 | $3.54 | $3.62 | $4.17 | $3.82 | |
| EPS (Diluted) | $5.13 | $4.84 | $5.45 | $4.46 | $3.57 | $4.86 | $6.00 | $5.00 | $4.65 | $4.24 | $5.91 | $4.93 | $3.51 | $3.58 | $4.13 | $3.78 | |
| Shares (Basic) | 13,174,000 | 13,675,000 | -29,209,000 | 14,394,000 | 14,591,000 | 14,622,000 | -30,219,000 | 15,025,000 | 15,097,000 | 15,121,000 | -30,049,000 | 15,075,000 | 15,058,000 | 14,966,000 | -29,877,000 | 14,888,000 | |
| Shares (Diluted) | 13,199,000 | 13,690,000 | -29,416,000 | 14,409,000 | 14,703,000 | 14,764,000 | -30,572,000 | 15,168,000 | 15,251,000 | 15,339,000 | -30,329,000 | 15,200,000 | 15,219,000 | 15,110,000 | -30,246,000 | 15,042,000 | |
| EBITDA | $89M | $101M | · | $75M | $68M | $111M | · | $92M | $88M | $88M | · | $87M | $70M | $88M | · | $81M |
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 | $40M | $17M | $75M | $130M | $250M | $174M | $178M | $238M | $223M | $313M | · | $173M | $160M | $58M | · | $8M | |
| Receivables | $189M | $215M | $183M | $216M | $185M | $286M | $171M | $196M | $185M | $177M | · | $168M | $120M | $154M | · | $122M | |
| Inventory | $8M | $7M | $8M | $8M | $9M | $8M | $8M | $10M | $11M | $11M | · | $13M | $12M | $11M | · | $10M | |
| Current Assets | $291M | $274M | $303M | $395M | $491M | $502M | $395M | $490M | $465M | $540M | · | $395M | $337M | $262M | · | $199M | |
| PP&E (Net) | $208M | $208M | $206M | $204M | $202M | $200M | $201M | $201M | $202M | $203M | · | $205M | $208M | $204M | · | $194M | |
| PP&E (Gross) | · | · | $594M | · | · | · | $583M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $404M | $398M | $388M | $392M | $395M | $393M | $382M | $376M | $374M | $365M | · | $348M | $342M | $338M | · | $338M | |
| Goodwill | $699M | $688M | $667M | $667M | $667M | $667M | $667M | $667M | $662M | $592M | $585M | $585M | $582M | $581M | $581M | $580M | |
| Intangibles | $79M | $80M | $83M | $85M | $87M | $90M | $92M | $95M | $97M | $88M | · | $93M | $95M | $97M | · | $102M | |
| Other Non-current Assets | $11M | $9M | $9M | $8M | $8M | $8M | $56M | $56M | $56M | $56M | · | $57M | $57M | $58M | · | $60M | |
| Total Assets | $1.58B | $1.54B | $1.54B | $1.62B | $1.72B | $1.73B | $1.67B | $1.77B | $1.73B | $1.73B | $1.67B | $1.56B | $1.51B | $1.43B | $1.44B | $1.36B | |
| Accounts Payable | $85M | $66M | $64M | $48M | $51M | $48M | $44M | $45M | $43M | $56M | · | $57M | $41M | $40M | · | $77M | |
| Current Liabilities | $320M | $321M | $287M | $292M | $264M | $291M | $286M | $265M | $262M | $282M | · | $297M | $302M | $283M | · | $298M | |
| Capital Leases | $114M | $104M | $103M | $99M | $102M | $102M | $99M | $105M | $105M | $107M | · | $99M | $102M | $106M | · | $106M | |
| Deferred Tax | $15M | $15M | $19M | $10M | $13M | $12M | $26M | $28M | $28M | $25M | · | $30M | $37M | $35M | · | $34M | |
| Other Non-current Liabilities | $14M | $14M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | · | $13M | $13M | $13M | · | $12M | |
| Total Liabilities | $749M | $688M | $559M | $547M | $519M | $545M | $550M | $534M | $528M | $544M | · | $543M | $553M | $551M | · | $635M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | $21M | · | $101M | |
| Total Debt | $140M | $91M | · | · | · | · | · | · | · | · | · | · | · | $21M | · | $101M | |
| Common Stock | $38M | $38M | $38M | $38M | $38M | $38M | $37M | $37M | $37M | $37M | · | $37M | $37M | $37M | · | $37M | |
| Retained Earnings | $3.07B | $3.01B | $2.96B | $2.89B | $2.83B | $2.79B | $2.72B | $2.64B | $2.57B | $2.51B | · | $2.36B | $2.29B | $2.25B | · | $2.14B | |
| Treasury Stock | $3.90B | $3.81B | $3.61B | $3.43B | $3.25B | $3.18B | $3.13B | $2.91B | $2.82B | $2.76B | · | $2.64B | $2.62B | $2.59B | · | $2.56B | |
| Stockholders' Equity | $831M | $848M | $979M | $1.08B | $1.20B | $1.18B | $1.12B | $1.24B | $1.21B | $1.18B | $1.11B | $1.02B | $952M | $880M | $799M | $721M | |
| Liabilities + Equity | $1.58B | $1.54B | $1.54B | $1.62B | $1.72B | $1.73B | $1.67B | $1.77B | $1.73B | $1.73B | · | $1.56B | $1.51B | $1.43B | · | $1.36B |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $15M | |
| Deferred Tax | $475.0K | $-5M | $10M | $-3M | $931.0K | $-14M | $-2M | $175.0K | $3M | $-5M | $205.0K | $-6M | $1M | $-3M | $4M | $13M | |
| Other Non-cash | · | $10M | · | · | · | $-41M | · | · | · | $9M | · | · | · | $-5M | · | · | |
| Operating Cash Flow | $85M | $88M | $134M | $83M | $139M | $33M | $165M | $91M | $78M | $85M | $109M | $29M | $132M | $60M | $100M | $52M | |
| CapEx | $16M | $17M | $16M | $17M | $16M | $13M | $13M | $14M | $11M | $12M | $12M | $12M | $16M | $17M | $18M | $13M | |
| Investing Cash Flow | $-28M | $-38M | $-16M | $-14M | $-15M | $-14M | $-13M | $-19M | $-93M | $-19M | $-12M | $-15M | $-17M | $-17M | $-19M | $-14M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $-76M | · | · | |
| Stock Repurchased | $97M | $190M | $175M | $181M | $43M | $33M | $209M | $58M | $56M | $38M | $40M | $14M | · | · | $13M | $24M | |
| Net Stock Activity | · | $-190M | · | · | · | $-33M | · | · | · | $-38M | · | · | · | · | · | · | |
| Dividends Paid | $8M | $8M | $8M | $9M | $7M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | |
| Financing Cash Flow | $-33M | $-108M | $-173M | $-189M | $-47M | $-24M | $-212M | $-56M | $-74M | $-16M | $-6M | $-263.0K | $-14M | $-60M | $-14M | $-40M | |
| Free Cash Flow | · | $71M | · | · | · | $19M | · | · | · | $72M | · | · | · | $43M | · | · | |
| Levered FCF | · | $71M | · | · | · | $19M | · | · | · | $72M | · | · | · | $42M | · | · |
Rentabilidad 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.2% | 12.9% | · | 12.0% | 11.0% | 14.6% | · | 15.2% | 14.8% | 12.3% | · | 15.4% | 12.6% | 13.0% | · | 15.4% | |
| Net Margin | 10.1% | 10.1% | · | 10.3% | 8.5% | 11.1% | · | 12.5% | 11.9% | 11.0% | · | 13.3% | 9.6% | 9.7% | · | 10.8% | |
| Pretax Margin | 13.6% | 13.5% | · | 13.4% | 11.5% | 14.8% | · | 16.7% | 15.8% | 14.3% | · | 16.5% | 12.7% | 12.7% | · | 14.5% | |
| EBITDA Margin | 13.2% | 15.4% | · | 12.0% | 11.0% | 17.1% | · | 15.2% | 14.8% | 15.0% | · | 15.4% | 12.6% | 15.6% | · | 15.4% | |
| ROA | 4.1% | 4.1% | · | 3.8% | 3.0% | 4.2% | · | 4.5% | 4.4% | 4.1% | · | 5.1% | 3.8% | 4.0% | · | 4.2% | |
| ROE | 6.7% | 6.5% | · | 5.6% | 4.4% | 6.1% | · | 6.7% | 6.6% | 6.3% | · | 8.6% | 6.5% | 7.0% | · | 7.6% | |
| ROIC | 6.8% | 6.7% | · | 5.3% | 4.2% | 6.0% | · | 5.6% | 5.5% | 4.7% | · | 6.9% | 5.5% | 6.1% | · | 7.3% |
Liquidez y Solvencia 5
| 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 | 0.9 | 0.9 | · | 1.4 | 1.9 | 1.7 | · | 1.9 | 1.8 | 1.9 | · | 1.3 | 1.1 | 0.9 | · | 0.7 | |
| Quick Ratio | 0.7 | 0.7 | · | 1.2 | 1.6 | 1.6 | · | 1.6 | 1.6 | 1.7 | · | 1.1 | 0.9 | 0.7 | · | 0.4 | |
| Debt / Equity | 0.2 | 0.1 | · | · | · | · | · | · | · | · | · | · | · | 0.0 | · | 0.1 | |
| LT Debt / Equity | 0.2 | 0.1 | · | · | · | · | · | · | · | · | · | · | · | 0.0 | · | 0.1 | |
| Interest Coverage | 49.9 | 165.2 | · | 163.6 | 153.7 | 288.0 | · | 215.8 | 205.4 | 170.2 | · | 195.6 | 90.2 | 46.9 | · | 63.6 |
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 | · | 0.4 | |
| Inventory Turnover | 53.9 | 58.9 | · | 47.2 | 43.7 | 46.5 | · | 35.4 | 34.8 | 36.0 | · | 31.5 | 33.4 | 35.0 | · | 36.8 | |
| Receivables Turnover | 3.6 | 2.6 | · | 3.0 | 3.3 | 2.8 | · | 3.3 | 3.9 | 3.6 | · | 3.9 | 4.3 | 4.1 | · | 4.4 |
Valoración (TTM) 5
| 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 | $2.57B | $2.55B | · | $2.50B | $2.47B | $2.44B | · | $2.36B | $2.30B | $2.27B | · | $2.20B | $2.17B | $2.15B | · | $2.13B | |
| Net Income TTM | $251M | $255M | · | $264M | $271M | $283M | · | $287M | $264M | $247M | · | $239M | $231M | $242M | · | $260M | |
| P/E | 25.9 | 21.3 | · | 25.0 | 26.9 | 32.8 | · | 31.9 | 31.3 | 39.5 | · | 32.9 | 35.5 | 33.7 | · | 25.8 | |
| Earnings Yield | 3.9% | 4.7% | · | 4.0% | 3.7% | 3.0% | · | 3.1% | 3.2% | 2.5% | · | 3.0% | 2.8% | 3.0% | · | 3.9% | |
| Payout Ratio | · | 12.3% | · | · | · | 10.2% | · | · | · | 9.3% | · | · | · | 10.5% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2024-03-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $2.53B | $2.43B | — | $2.26B | $2.13B |
| Margen Operativo % | 13.4% | — | — | 15.0% | 16.1% |
| Beneficio neto | $265M | $302M | — | $273M | $250M |
| EPS Diluido | $18.34 | $19.89 | — | $17.93 | $16.53 |
Balance general
| 2025-12-31 | 2024-12-31 | 2024-03-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | — | — | 0.1 |
| Ratio corriente | 1.1 | — | — | 1.6 | 0.9 |
| Ratio Rápido | 0.9 | — | — | 1.4 | 0.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2024-03-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $325M | — | — | $273M | $253M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 573 declarantes · $3.6B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 105 (+41 vs trimestre anterior) | 51 (-12 vs trimestre anterior) | 166 (-11 vs trimestre anterior) | 186 (+8 vs trimestre anterior) | -606K |
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 PORTFOLIO MANAGEMENT LLC | $366 569 050 | 787 068 | 10,24% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $281 502 571 | 604 420 | 7,87% | Acciones |
| STATE STREET CORP | $207 122 030 | 444 716 | 5,79% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $168 429 577 | 361 580 | 4,71% | Acciones |
| TD Asset Management Inc | $119 351 930 | 256 263 | 3,34% | Acciones |
| Boston Partners | $118 819 662 | 255 078 | 3,32% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $112 761 709 | 242 113 | 3,15% | Acciones |
| River Road Asset Management, LLC | $110 812 121 | 237 927 | 3,10% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $102 457 077 | 219 988 | 2,86% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $79 342 535 | 170 358 | 2,22% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $77 382 235 | 166 149 | 2,16% | Acciones |
| NORGES BANK | $76 103 779 | 163 404 | 2,13% | Acciones |
| Copeland Capital Management, LLC | $57 048 105 | 122 489 | 1,59% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $55 756 995 | 119 717 | 1,56% | Acciones |
| Boston Trust Walden Corp | $55 249 940 | 118 628 | 1,54% | Acciones |
| Caisse de depot et placement du Quebec | $44 308 641 | 95 136 | 1,24% | Acciones |
| Gotham Asset Management, LLC | $43 353 408 | 93 085 | 1,21% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $42 749 809 | 91 789 | 1,19% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $42 500 638 | 91 254 | 1,19% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $42 180 768 | 90 567 | 1,18% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $39 103 996 | 83 961 | 1,09% | Acciones |
| VANGUARD GROUP INC | $36 919 184 | 86 288 | 1,03% | Acciones |
| Point72 Asset Management, L.P. | $34 679 000 | 74 460 | 0,97% | Acciones |
| ProShare Advisors LLC | $32 956 227 | 70 761 | 0,92% | Acciones |
| BANK OF AMERICA CORP /DE/ | $29 977 356 | 64 365 | 0,84% | Acciones |
| BlackRock, Inc. | $28 875 414 | 61 999 | 0,81% | Acciones |
| Aptus Capital Advisors, LLC | $28 591 778 | 61 390 | 0,80% | Acciones |
| BARINGTON COMPANIES MANAGEMENT, LLC | $27 990 974 | 60 100 | 0,78% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $26 535 372 | 56 975 | 0,74% | Acciones |
| GOLDMAN SACHS GROUP INC | $26 033 935 | 55 898 | 0,73% | Acciones |
| Eversept Partners, LP | $24 462 062 | 52 523 | 0,68% | Acciones |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $23 758 795 | 51 013 | 0,66% | Acciones |
| RHUMBLINE ADVISERS | $23 752 684 | 51 000 | 0,66% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $23 475 159 | 50 404 | 0,66% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $22 577 678 | 48 477 | 0,63% | Acciones |
| Mariner, LLC | $21 815 788 | 46 842 | 0,61% | Acciones |
| Aristotle Capital Boston, LLC | $20 545 792 | 44 114 | 0,57% | Acciones |
| Candriam S.C.A. | $19 262 154 | 41 398 | 0,54% | Acciones |
| Integrated Wealth Concepts LLC | $19 130 474 | 41 048 | 0,53% | Acciones |
| ALPS ADVISORS INC | $18 999 863 | 40 795 | 0,53% | Acciones |
| Balyasny Asset Management L.P. | $18 655 681 | 40 056 | 0,52% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $18 201 119 | 39 080 | 0,51% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $18 100 985 | 38 865 | 0,51% | Acciones |
| LONE PEAK GLOBAL INVESTORS LLC | $17 278 516 | 37 099 | 0,48% | Acciones |
| Fenimore Asset Management Inc | $17 012 551 | 36 528 | 0,48% | Acciones |
| TWO SIGMA ADVISERS, LP | $16 096 093 | 37 620 | 0,45% | Acciones |
| Retirement Systems of Alabama | $15 928 308 | 34 200 | 0,45% | Acciones |
| Qube Research & Technologies Ltd | $14 626 565 | 31 405 | 0,41% | Acciones |
| GABELLI FUNDS LLC | $14 233 014 | 30 560 | 0,40% | Acciones |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $13 972 200 | 30 000 | 0,39% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $13 225 561 | 28 397 | 0,37% | Acciones |
| FMR LLC | $13 177 182 | 28 293 | 0,37% | Acciones |
| CABOT WEALTH MANAGEMENT INC | $12 392 512 | 26 608 | 0,35% | Acciones |
| Swiss National Bank | $12 211 703 | 26 220 | 0,34% | Acciones |
| CITADEL ADVISORS LLC | $11 922 944 | 25 600 | 0,33% | Opción de compra |
| FIL Ltd | $11 410 630 | 24 500 | 0,32% | Acciones |
| California Public Employees Retirement System | $11 395 261 | 24 467 | 0,32% | Acciones |
| CIBC Bancorp USA Inc. | $10 851 276 | 23 299 | 0,30% | Acciones |
| LOOMIS SAYLES & CO L P | $10 537 293 | 22 625 | 0,29% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $10 397 646 | 22 325 | 0,29% | Acciones |
| Signal Advisors Wealth, LLC | $9 577 950 | 20 565 | 0,27% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $9 560 711 | 20 528 | 0,27% | Acciones |
| Bridgewater Associates, LP | $9 500 630 | 20 399 | 0,27% | Acciones |
| IEQ CAPITAL, LLC | $9 081 898 | 19 500 | 0,25% | Acciones |
| MACKENZIE FINANCIAL CORP | $8 769 418 | 18 829 | 0,25% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $8 708 900 | 18 699 | 0,24% | Acciones |
| DRH Investments, Inc. | $8 670 216 | 18 616 | 0,24% | Acciones |
| Public Sector Pension Investment Board | $8 650 655 | 18 574 | 0,24% | Acciones |
| Trexquant Investment LP | $8 394 498 | 18 024 | 0,23% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7 707 066 | 16 548 | 0,22% | Acciones |
| BANK OF NOVA SCOTIA | $7 591 562 | 16 300 | 0,21% | Acciones |
| OPPENHEIMER & CO INC | $6 763 011 | 14 521 | 0,19% | Acciones |
| JANE STREET GROUP, LLC | $6 660 082 | 14 300 | 0,19% | Opción de compra |
| FIFTH THIRD BANCORP | $6 485 999 | 13 926 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 358 120 | 16 832 | 0,18% | Acciones |
| VAN ECK ASSOCIATES CORP | $6 258 148 | 13 437 | 0,17% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $6 257 217 | 13 435 | 0,17% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $6 232 533 | 13 382 | 0,17% | Acciones |
| BARCLAYS PLC | $6 097 004 | 13 091 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $6 076 703 | 16 087 | 0,17% | Acciones |
| CITIGROUP INC | $6 052 757 | 12 996 | 0,17% | Acciones |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $5 921 418 | 12 714 | 0,17% | Acciones |
| ALGERT GLOBAL LLC | $5 919 555 | 12 710 | 0,17% | Acciones |
| Vest Financial, LLC | $5 800 792 | 12 455 | 0,16% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $5 719 830 | 12 281 | 0,16% | Acciones |
| Illinois Municipal Retirement Fund | $5 648 960 | 12 129 | 0,16% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $5 633 591 | 12 096 | 0,16% | Acciones |
| AMERIPRISE FINANCIAL INC | $5 442 172 | 11 685 | 0,15% | Acciones |
| Quantinno Capital Management LP | $5 262 966 | 11 300 | 0,15% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5 250 525 | 11 499 | 0,15% | Acciones |
| UBS Group AG | $5 171 577 | 11 104 | 0,14% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $5 167 604 | 11 095 | 0,14% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5 087 278 | 10 923 | 0,14% | Acciones |
| Formidable Asset Management, LLC | $5 079 517 | 13 148 | 0,14% | Acciones |
| CIBC WORLD MARKETS CORP | $4 997 405 | 11 680 | 0,14% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 964 789 | 10 660 | 0,14% | Acciones |
| XTX Topco Ltd | $4 849 751 | 10 413 | 0,14% | Acciones |
| Covea Finance | $4 610 826 | 9 900 | 0,13% | Acciones |
| Schonfeld Strategic Advisors LLC | $4 602 907 | 9 883 | 0,13% | Acciones |
| Texas Yale Capital Corp. | $4 438 502 | 9 530 | 0,12% | Acciones |
Informantes de la empresa 27 insiders · 9 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael D Witzeman | VP & Chief Financial Officer | 13 de febrero de 2026 A | 5 953 | 0 | 0 | $0 |
| David Patrick Williams | executive vice president & CFO | 14 de noviembre de 2023 S | 5 826 | 0 | 0 | $0 |
| Spencer S Lee | executive vice president | 13 de febrero de 2026 A | 14 912 | 0 | 0 | $0 |
| Thomas C Hutton | vice president | 13 de febrero de 2026 A | 32 481 | 0 | 0 | $0 |
| Nicholas Michael Westfall | Executive Vice President | 4 de agosto de 2025 S | 0 | 0 | 0 | $0 |
| Naomi C Dallob | VP and Chief Legal Officer | 11 de mayo de 2020 S | 2 347 | 0 | 0 | $0 |
| Arthur V Tucker JR | vice president & controller | 2 de marzo de 2017 S | 1 800 | 0 | 0 | $0 |
| Timothy S Otoole | executive vice president | 15 de junio de 2016 F | 22 508 | 0 | 0 | $0 |
| Edward L Hutton | chairman of the board | 19 de mayo de 2008 A | 126 432 | 0 | 0 | $0 |
| Patrick P Grace | Consejero | 31 de julio de 2026 S | 3 533 | 0 | 3 | $-196 135 |
| Andrea R Lindell | Consejero | 9 de junio de 2026 S | 4 578 | 0 | 1 | $-602 554 |
| George J Walsh III | Consejero | 29 de mayo de 2026 S | 3 209 | 0 | 1 | $-218 915 |
| Eileen P Mccarthy | Consejero | 18 de mayo de 2026 A | 1 241 | 0 | 0 | $0 |
| John Meredith Mount Jr. | Consejero | 18 de mayo de 2026 A | 1 316 | 0 | 0 | $0 |
| Christopher J Heaney | Consejero | 18 de mayo de 2026 A | 2 775 | 0 | 0 | $0 |
| Ron Delyons | Consejero | 18 de mayo de 2026 A | 2 052 | 0 | 0 | $0 |
| Thomas P Rice | Consejero | 20 de mayo de 2024 A | 6 028 | 0 | 0 | $0 |
| Donald E Saunders | Consejero | 16 de mayo de 2022 A | 5 593 | 0 | 0 | $0 |
| Joel F Gemunder | Consejero | 16 de mayo de 2022 A | 22 767 | 0 | 0 | $0 |
| Frank E Wood | Consejero | 6 de enero de 2020 S | 1 457 | 0 | 0 | $0 |
| Walter L Krebs | Consejero | 23 de agosto de 2019 S | 9 318 | 0 | 0 | $0 |
| Sandra E Laney | Consejero | 19 de mayo de 2008 A | 105 093 | 0 | 0 | $0 |
| Charles H Erhart | Consejero | 21 de mayo de 2007 A | 22 000 | 0 | 0 | $0 |
| Donald Breen | Consejero | 15 de mayo de 2006 A | 5 000 | 0 | 0 | $0 |
| Brian C Judkins | — | 10 de agosto de 2026 M | 3 344 | 0 | 0 | $0 |
| Joel L Wherley | — | 5 de agosto de 2026 M | 1 181 | 0 | 0 | $0 |
| Kevin J Mcnamara | — | 3 de agosto de 2026 M | 70 418 | 0 | 6 | $-5 540 635 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| Gabelli Funds, LLC I.D. No., GAMCO Asset Management, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×20 presentaciones | 23 de febrero de 2018 | — | Presentación inicial | — | SEC |
| Gabelli Funds, LLC I.D. No ., GAMCO Asset Management, Inc. I.D. No ., MJG Associates, Inc. I.D. No ., Gabelli Securities, Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Mario J. Gabelli ×2 presentaciones | 7 de mayo de 2013 | — | 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 110 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 |
|---|---|---|---|---|
| FXH · First Trust Exchange-Traded AlphaDE… | 1,95% | 40 076 NS | 30 de abril de 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 1,88% | 38 648 NS | 31 de mayo de 2026 | N-PORT |
| REGL · ProShares Trust | 1,79% | 70 492 NS | 31 de mayo de 2026 | N-PORT |
| OSCV · ETF Series Solutions | 1,70% | 27 213 NS | 30 de abril de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,99% | 23 NS | 30 de abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,74% | 14 484 NS | 30 de abril de 2026 | N-PORT |
| ABFL · Abacus FCF ETF Trust | 0,70% | 8 207 NS | 30 de abril de 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0,70% | 500 NS | 30 de abril de 2026 | N-PORT |
| QLV · FlexShares Trust | 0,68% | 2 730 NS | 30 de abril de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,25% | 950 NS | 31 de mayo de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,24% | 1 795 NS | 30 de abril de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 2 422 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,20% | 6 079 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,19% | 39 822 NS | 31 de mayo de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,18% | 1 626 NS | 30 de abril de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,16% | 803 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 8 600 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,15% | 4 806 NS | 30 de abril de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 26 888 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,14% | 2 086 NS | 30 de abril de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,13% | 1 807 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,13% | 489 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 5 910 NS | 30 de abril de 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,12% | 194 NS | 31 de mayo de 2026 | N-PORT |
| QDEF · FlexShares Trust | 0,12% | 1 494 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,12% | 235 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,12% | 38 907 NS | 30 de abril de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 1 197 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,11% | 38 300 NS | 31 de mayo de 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,11% | 874 NS | 31 de mayo de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,10% | 6 497 NS | 30 de abril de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,09% | 585 NS | 29 de mayo de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,09% | 68 NS | 31 de mayo de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,05% | 46 NS | 30 de abril de 2026 | N-PORT |
| SFGV · EA Series Trust | 0,05% | 1 468 NS | 29 de mayo de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,05% | 155 NS | 30 de abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,03% | 254 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 556 NS | 31 de mayo de 2026 | N-PORT |
| QARP · DBX ETF Trust | 0,03% | 46 NS | 29 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 26 493 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 193 NS | 30 de abril de 2026 | N-PORT |
| SCHG · SCHWAB STRATEGIC TRUST | 0,02% | 27 997 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 1 234 NS | 30 de abril de 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0,02% | 150 NS | 31 de mayo de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 408 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 616 NS | 30 de abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 131 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 539 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 2 933 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 3 028 NS | 30 de abril de 2026 | N-PORT |