CHMG Chemung Financial Corp - Common Stock
$83,09
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$50–$85
95% of range
Calificación del Analista
BUY
8 analysts
Precio Objetivo
$84
+0% upside
P/E (TTM)
17.8
ROE
6.2%
Margen de Beneficio Neto
15.9%
CHMG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$83.09
Capitalización Bursátil
—
P/E (TTM)
17.8
BPA (TTM)
$3.14
Ingresos (TTM)
—
Rendimiento div.
—
ROE
6.2%
Deuda/Capital
—
Rango 52S
$50 – $85
CHMG Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
—
BPA
$3.14
2023-12-31
→
2025-12-31
Flujo de caja libre
$44M
2023-12-31
→
2025-12-31
Márgenes
15.9%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
CHMG
Mediana de Pares
P/E (TTM)
17.8
10.6
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
CHMG
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
15.9%
30.6%
ROA
0.55%
1.1%
ROE
6.2%
10.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
CHMG
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
CHMG
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-2.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-0.18%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
2.5%
—
EPS YoY (EPS interanual)
-36.7%
—
Net Income YoY (Beneficio Neto interanual)
-36.2%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
CHMG
Mediana de Pares
Payout Ratio (Ratio de Pago)
41.9%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
41.9%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 17 de junio de 2026 | $0,3400 |
| 18 de marzo de 2026 | $0,3400 |
| 19 de diciembre de 2025 | $0,3400 |
| 17 de septiembre de 2025 | $0,3400 |
| 17 de junio de 2025 | $0,3200 |
| 18 de marzo de 2025 | $0,3200 |
| 19 de diciembre de 2024 | $0,3100 |
| 19 de septiembre de 2024 | $0,3100 |
| 17 de junio de 2024 | $0,3100 |
| 15 de marzo de 2024 | $0,3100 |
| 18 de diciembre de 2023 | $0,3100 |
| 15 de septiembre de 2023 | $0,3100 |
| 16 de junio de 2023 | $0,3100 |
| 17 de marzo de 2023 | $0,3100 |
| 19 de diciembre de 2022 | $0,3100 |
| 16 de septiembre de 2022 | $0,3100 |
| 16 de junio de 2022 | $0,3100 |
| 17 de marzo de 2022 | $0,3100 |
| 17 de diciembre de 2021 | $0,3100 |
| 16 de septiembre de 2021 | $0,3100 |
CHMG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
8 analistas
- Compra fuerte 2 25,0%
- Compra 4 50,0%
- Mantener 2 25,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-19
Mediana
$83.50
Ahora
$83.09
Mín
$81.00
Máx
$86.00
Objetivo mediano
$83.50
+0,5%
Objetivo medio
$83.50
+0,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.82 | $1.80 | 0.02% |
| 31 de marzo de 2026 | $1.91 | $1.66 | 0.25% |
| 31 de diciembre de 2025 | $1.61 | $1.65 | -0.04% |
| 30 de septiembre de 2025 | $1.62 | $1.64 | -0.02% |
| 30 de junio de 2025 | $1.31 | $1.34 | -0.03% |
| 31 de marzo de 2025 | $1.26 | $1.22 | 0.04% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CHMG | — | 17.8 | -2.2% | 15.9% | 6.2% | — |
| ISTR | $262M | 12.5 | 7.5% | 25.4% | 8.2% | — |
| USCB | — | 13.8 | 9.1% | 28.9% | 11.6% | — |
| FRST | $344M | 5.6 | 51.9% | 27.5% | 15.9% | — |
| PKBK | — | 7.9 | 26.8% | 47.3% | 11.9% | — |
| MVBF | — | 12.5 | 10.2% | — | — | — |
| FNLC | $297M | 8.6 | 18.0% | 36.3% | 12.3% | — |
| PCB | $308M | 8.4 | 4.5% | 1291.9% | 9.8% | — |
| CZFS | $300M | 7.5 | 2.8% | 370.1% | 11.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $39M | $7M | $3M | $4M | $6M | $4M | $3M | $4M | $4M | $4M | |
| Interest Income | $133M | $128M | $113M | $81M | $69M | $67M | $67M | $65M | $60M | $56M | $54M | $53M | |
| Pretax Income | $20M | $30M | $32M | $37M | $34M | $24M | $19M | $24M | $15M | $14M | $14M | $12M | |
| Income Tax | $5M | $6M | $7M | $8M | $7M | $5M | $3M | $4M | $7M | $4M | $5M | $4M | |
| Net Income | $15M | $24M | $25M | $29M | $26M | $19M | $16M | $20M | $7M | $10M | $9M | $8M | |
| EPS (Basic) | $3.14 | $4.96 | $5.28 | $6.13 | $5.64 | $4.01 | · | · | · | · | · | · | |
| EPS (Diluted) | $3.14 | $4.96 | $5.28 | $6.13 | $5.64 | $4.01 | · | · | · | · | · | · | |
| Shares (Basic) | 4,804,000 | 4,770,000 | 4,732,000 | 4,693,000 | 4,683,000 | 4,802,000 | · | · | · | · | · | · | |
| Shares (Diluted) | 4,804,000 | 4,770,000 | 4,732,000 | 4,693,000 | 4,683,000 | 4,802,000 | · | · | · | · | · | · |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $50M | $47M | $37M | $56M | $27M | $109M | $122M | $130M | $31M | $74M | $26M | $29M | |
| PP&E (Net) | $15M | $16M | $15M | $16M | $18M | $20M | $22M | $25M | $27M | $29M | $29M | $32M | |
| PP&E (Gross) | $87M | $87M | $88M | $87M | $88M | $89M | $89M | $90M | $89M | $88M | $85M | $86M | |
| Accum. Depreciation | $71M | $70M | $73M | $71M | $70M | $69M | $67M | $65M | $63M | $59M | $56M | $54M | |
| Goodwill | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | |
| Intangibles | · | · | · | $0 | $15.0K | $258.0K | $742.0K | $1M | $2M | $3M | $4M | $5M | |
| Total Assets | $2.71B | $2.78B | $2.71B | $2.65B | $2.42B | $2.28B | $1.79B | $1.76B | $1.71B | $1.66B | $1.62B | $1.52B | |
| Total Liabilities | $2.46B | $2.56B | $2.52B | $2.48B | $2.21B | $2.08B | $1.61B | $1.59B | $1.56B | $1.51B | $1.48B | $1.39B | |
| Common Stock | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | |
| Retained Earnings | $256M | $248M | $230M | $212M | $189M | $168M | $154M | $143M | $128M | $124M | $119M | $114M | |
| Treasury Stock | $15M | $16M | $17M | $18M | $18M | $18M | $12M | $13M | $14M | $15M | $16M | $17M | |
| AOCI | $-36M | $-65M | $-66M | $-75M | $-7M | $2M | $-6M | $-11M | $-10M | $-11M | $-11M | $-9M | |
| Stockholders' Equity | $255M | $215M | $195M | $166M | $211M | $200M | $183M | $165M | $150M | $144M | $137M | $134M | |
| Liabilities + Equity | $2.71B | $2.78B | $2.71B | $2.65B | $2.42B | $2.28B | $1.79B | $1.76B | $1.71B | $1.66B | $1.62B | $1.52B |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $-3M | $1M | $-2M | $2M | $570.0K | $-86.0K | $-2M | $2M | $4M | $-3M | $774.0K | $-2M | |
| Amort. of Intangibles | $0 | $0 | $0 | $15.0K | $243.0K | $484.0K | $609.0K | $734.0K | $900.0K | $986.0K | $1M | $1M | |
| Operating Cash Flow | $45M | $30M | $31M | $35M | $35M | $29M | $26M | $28M | $24M | $22M | $14M | $18M | |
| CapEx | $2M | $4M | $462.0K | $426.0K | $367.0K | $867.0K | $883.0K | $2M | $1M | $2M | $1M | $3M | |
| Investing Cash Flow | $68M | $-58M | $-82M | $-253M | $-242M | $-496M | $-33M | $44M | $-107M | $-729.0K | · | · | |
| Stock Repurchased | $396.0K | $344.0K | $316.0K | $933.0K | $2M | $8M | $0 | $0 | · | · | $0 | $0 | |
| Net Stock Activity | $-396.0K | $-344.0K | $-316.0K | $-933.0K | $-2M | $-8M | · | · | · | · | $0 | $0 | |
| Dividends Paid | $6M | $7M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Financing Cash Flow | $-111M | $38M | $32M | $246M | $125M | $454M | $-2M | $28M | $40M | $27M | · | · | |
| Net Change in Cash | $3M | $10M | $-19M | $29M | $-82M | $-13M | $-8M | $99M | $-43M | $48M | $-3M | $-22M | |
| Taxes Paid | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $44M | $26M | $30M | $35M | $35M | $28M | $26M | $26M | $22M | $20M | $13M | $16M | |
| Levered FCF | · | · | $-228.4K | $29M | $32M | $25M | $20M | $23M | $21M | $18M | $11M | $13M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.9% | 24.3% | 25.2% | 30.1% | 29.5% | 22.9% | 19.4% | 23.5% | 9.6% | 13.7% | 13.3% | 10.7% | |
| Pretax Margin | 21.0% | 30.9% | 31.8% | 38.6% | 37.7% | 28.4% | 23.6% | 28.3% | 19.0% | 19.6% | 19.8% | 15.6% | |
| ROA | 0.55% | 0.85% | 0.92% | 1.1% | 1.1% | 0.87% | 0.87% | 1.1% | 0.43% | 0.59% | 0.58% | 0.54% | |
| ROE | 6.2% | 10.9% | 13.7% | 17.9% | 12.7% | 9.7% | 8.6% | 12.2% | 4.9% | 7.0% | 6.8% | 6.0% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -2.2% | -1.7% | 3.5% | 6.9% | 6.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.18% | 2.8% | 5.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -36.7% | -6.1% | -13.9% | 8.7% | 40.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -20.0% | -4.2% | 9.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -4.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -36.2% | -5.3% | -13.1% | 8.9% | 37.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -19.3% | -3.6% | 9.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -4.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 4.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $95M | $97M | $99M | $96M | $89M | $84M | $81M | $84M | $77M | $73M | $71M | $76M | |
| Net Income TTM | $15M | $24M | $25M | $29M | $26M | $19M | $16M | $20M | $7M | $10M | $9M | $8M | |
| P/E | 17.8 | 9.8 | 9.4 | 7.5 | 8.2 | 8.5 | · | · | · | · | · | · | |
| Earnings Yield | 5.6% | 10.2% | 10.6% | 13.4% | 12.1% | 11.8% | · | · | · | · | · | · | |
| Payout Ratio | 41.9% | 31.1% | 23.4% | 20.1% | 20.1% | 26.0% | 32.2% | 25.3% | 66.2% | 48.6% | 51.2% | 58.8% | |
| Annual Payout | $6M | $7M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M |
Estado de resultados 9
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | · | $11M | $9M | $6M | $4M | $2M | |
| Interest Income | $35M | $34M | $34M | $34M | $33M | $32M | $33M | $32M | $31M | $31M | $30M | $29M | $28M | $26M | $24M | $21M | |
| Pretax Income | $11M | $12M | $11M | $10M | $-9M | $8M | $8M | $7M | $6M | $9M | $5M | $10M | $8M | $9M | $10M | $8M | |
| Income Tax | $2M | $3M | $3M | $2M | $-2M | $2M | $2M | $2M | $1M | $2M | $841.0K | $2M | $2M | $2M | $2M | $2M | |
| Net Income | $9M | $9M | $8M | $8M | $-6M | $6M | $6M | $6M | $5M | $7M | $4M | $8M | $6M | $7M | $7M | $6M | |
| EPS (Basic) | $1.82 | $1.91 | $1.61 | $1.62 | $-1.35 | $1.26 | $1.24 | $1.19 | $1.05 | $1.48 | $0.80 | $1.61 | $1.33 | $1.54 | $1.58 | $1.37 | |
| EPS (Diluted) | $1.82 | $1.91 | $1.61 | $1.62 | $-1.35 | $1.26 | $1.24 | $1.19 | $1.05 | $1.48 | $0.80 | $1.61 | $1.33 | $1.54 | $1.58 | $1.37 | |
| Shares (Basic) | 4,770,416 | 4,825,000 | -9,606,000 | 4,811,000 | 4,736,389 | 4,791,000 | -9,537,000 | 4,773,000 | 4,770,000 | 4,764,000 | -9,454,000 | 4,736,000 | 4,729,000 | 4,721,000 | -9,378,000 | 4,692,000 | |
| Shares (Diluted) | 4,838,000 | 4,825,000 | -9,606,000 | 4,811,000 | 4,808,000 | 4,791,000 | -9,537,000 | 4,773,000 | 4,770,000 | 4,764,000 | -9,454,000 | 4,736,000 | 4,729,000 | 4,721,000 | -9,378,000 | 4,692,000 |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $73M | $53M | $50M | $108M | $320M | $53M | $47M | $80M | $70M | $95M | $37M | $76M | $54M | $35M | $56M | $42M | |
| PP&E (Net) | · | · | $15M | · | · | · | $16M | · | · | · | $15M | · | · | · | $16M | · | |
| PP&E (Gross) | · | · | $87M | · | · | · | $87M | · | · | · | $88M | · | · | · | $87M | · | |
| Accum. Depreciation | · | · | $71M | · | · | · | $70M | · | · | · | $73M | · | · | · | $71M | · | |
| Goodwill | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Total Assets | $2.82B | $2.75B | $2.71B | $2.70B | $2.85B | $2.80B | $2.78B | $2.77B | $2.76B | $2.78B | $2.71B | $2.71B | $2.67B | $2.65B | $2.65B | $2.55B | |
| Total Liabilities | $2.55B | $2.49B | $2.46B | $2.45B | $2.62B | $2.57B | $2.56B | $2.55B | $2.55B | $2.59B | $2.52B | $2.54B | $2.50B | $2.48B | $2.48B | $2.40B | |
| Long-term Debt | · | · | · | · | $99M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | $53.0K | |
| Retained Earnings | $271M | $264M | $256M | $250M | $244M | $252M | $248M | $243M | $239M | $236M | $230M | $228M | $221M | $217M | $212M | $206M | |
| Treasury Stock | $15M | $15M | $15M | $15M | $15M | $15M | $16M | $16M | $16M | $16M | $17M | $17M | $17M | $17M | $18M | $18M | |
| AOCI | $-36M | $-36M | $-36M | $-39M | $-43M | $-57M | $-65M | $-55M | $-70M | $-70M | $-66M | $-89M | $-75M | $-69M | $-75M | $-80M | |
| Stockholders' Equity | $270M | $263M | $255M | $245M | $235M | $228M | $215M | $221M | $201M | $197M | $195M | $170M | $177M | $177M | $166M | $156M | |
| Liabilities + Equity | $2.82B | $2.75B | $2.71B | $2.70B | $2.85B | $2.80B | $2.78B | $2.77B | $2.76B | $2.78B | $2.71B | $2.71B | $2.67B | $2.65B | $2.65B | $2.55B |
Flujo de Efectivo 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Operating Cash Flow | $9M | $9M | $16M | $12M | $10M | $7M | $6M | $9M | $6M | $8M | $4M | $9M | $7M | $11M | $2M | $15M | |
| CapEx | $323.0K | $133.0K | $599.0K | $400.0K | $360.0K | $328.0K | $2M | $607.0K | $1M | $81.0K | $3.0K | $13.0K | $159.0K | $287.0K | $-22.0K | $313.0K | |
| Investing Cash Flow | $-52M | $-36M | $-71M | $-58M | $209M | $-12M | $-43M | $-1M | $4M | $-18M | $-29M | $-19M | $-5M | $-30M | $-77M | $-105M | |
| Stock Repurchased | $11.0K | $173.0K | $295.0K | $11.0K | $5.0K | $85.0K | $252.0K | $10.0K | $0 | $82.0K | $218.0K | $0 | $0 | $98.0K | $238.0K | $0 | |
| Net Stock Activity | · | $-173.0K | · | · | · | $-85.0K | · | · | · | $-82.0K | · | · | · | $-98.0K | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $3M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Financing Cash Flow | $62M | $30M | $-3M | $-167M | $48M | $11M | $3M | $2M | $-35M | $68M | $-14M | $31M | $17M | $-2M | $88M | $103M | |
| Net Change in Cash | $20M | $3M | $-58M | $-212M | $267M | $6M | $-33M | $10M | $-25M | $58M | $-39M | $21M | $20M | $-21M | $13M | $13M | |
| Free Cash Flow | · | $9M | · | · | · | $7M | · | · | · | $8M | · | · | · | $10M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-2M | · | · | · | $5M | · | · |
Rentabilidad 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.3% | 30.8% | · | 27.1% | -63.9% | 23.4% | · | 23.5% | 21.3% | 29.7% | · | 29.6% | 26.1% | 28.7% | · | 26.9% | |
| Pretax Margin | 36.2% | 39.6% | · | 35.0% | -87.2% | 29.9% | · | 29.8% | 26.8% | 38.3% | · | 37.6% | 32.8% | 36.5% | · | 34.1% | |
| ROA | 0.31% | 0.33% | · | 0.28% | -0.23% | 0.22% | · | 0.21% | 0.18% | 0.26% | · | 0.29% | 0.25% | 0.28% | · | 0.26% | |
| ROE | 3.5% | 3.8% | · | 3.3% | -3.0% | 2.8% | · | 2.9% | 2.6% | 3.8% | · | 4.7% | 3.6% | 4.0% | · | 3.6% |
Eficiencia 1
| 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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 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 | $100M | $94M | · | $89M | $83M | $97M | · | $97M | $97M | $99M | · | $99M | $96M | $95M | · | $92M | |
| Net Income TTM | $19M | $17M | · | $13M | $10M | $24M | · | $25M | $26M | $28M | · | $28M | $28M | $29M | · | $28M | |
| P/E | 18.6 | 15.6 | · | 19.3 | 22.5 | 9.6 | · | 9.0 | 8.8 | 7.1 | · | 6.8 | 6.4 | 6.8 | · | 7.0 | |
| Earnings Yield | 5.4% | 6.4% | · | 5.2% | 4.4% | 10.5% | · | 11.1% | 11.4% | 14.0% | · | 14.8% | 15.5% | 14.7% | · | 14.3% | |
| Payout Ratio | · | 17.8% | · | · | · | 25.4% | · | · | · | 20.8% | · | · | · | 20.0% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Beneficio neto | $15M | — | — | $24M | — |
| EPS Diluido | $3.14 | — | — | $4.96 | — |
Flujo de Efectivo
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $44M | — | — | $26M | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 109 declarantes · $119.6M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 26 (+21 vs trimestre anterior) | 8 (+3 vs trimestre anterior) | 32 (+5 vs trimestre anterior) | 19 (-4 vs trimestre anterior) | +348K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $13 156 658 | 176 410 | 11,00% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $12 255 806 | 164 331 | 10,25% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $12 098 293 | 162 219 | 10,12% | Acciones |
| CHEMUNG CANAL TRUST CO | $9 488 815 | 127 230 | 7,93% | Acciones |
| PL Capital Advisors, LLC | $8 154 279 | 109 336 | 6,82% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $6 245 315 | 83 721 | 5,22% | Acciones |
| STATE STREET CORP | $5 042 353 | 67 350 | 4,22% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $4 525 440 | 60 679 | 3,78% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3 964 300 | 53 155 | 3,31% | Acciones |
| FIRST MANHATTAN CO. LLC. | $2 640 181 | 35 240 | 2,21% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $2 347 331 | 31 474 | 1,96% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 043 119 | 27 395 | 1,71% | Acciones |
| Empowered Funds, LLC | $2 010 453 | 26 957 | 1,68% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 980 770 | 26 559 | 1,66% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 871 660 | 25 096 | 1,56% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 849 882 | 24 804 | 1,55% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 830 641 | 24 546 | 1,53% | Acciones |
| BlackRock, Inc. | $1 714 818 | 22 993 | 1,43% | Acciones |
| Hudock, Inc. | $1 634 346 | 21 914 | 1,37% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 618 798 | 30 078 | 1,35% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 453 415 | 19 488 | 1,22% | Acciones |
| HSBC HOLDINGS PLC | $1 271 940 | 17 256 | 1,06% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $1 146 742 | 15 376 | 0,96% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $1 067 912 | 14 319 | 0,89% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 057 768 | 14 183 | 0,88% | Acciones |
| BARCLAYS PLC | $1 026 818 | 13 768 | 0,86% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $984 011 | 13 110 | 0,82% | Acciones |
| Alesco Advisors, LLC, An ESL Co | $861 697 | 11 554 | 0,72% | Acciones |
| Trexquant Investment LP | $859 684 | 11 527 | 0,72% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $830 597 | 11 137 | 0,69% | Acciones |
| MARSHALL WACE, LLP | $827 614 | 11 097 | 0,69% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $693 370 | 9 297 | 0,58% | Acciones |
| Empower Advisory Group, LLC | $566 659 | 7 598 | 0,47% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $556 218 | 7 458 | 0,47% | Acciones |
| BROWN ADVISORY INC | $538 169 | 7 216 | 0,45% | Acciones |
| Bank of New York Mellon Corp | $536 081 | 7 188 | 0,45% | Acciones |
| Forum Financial Management, LP | $502 893 | 6 743 | 0,42% | Acciones |
| ALGERT GLOBAL LLC | $493 869 | 6 622 | 0,41% | Acciones |
| XTX Topco Ltd | $486 411 | 6 522 | 0,41% | Acciones |
| SEI INVESTMENTS CO | $464 783 | 6 232 | 0,39% | Acciones |
| Hillsdale Investment Management Inc. | $417 648 | 5 600 | 0,35% | Acciones |
| Mariner, LLC | $416 679 | 5 587 | 0,35% | Acciones |
| OSAIC HOLDINGS, INC. | $410 190 | 5 500 | 0,34% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $358 133 | 4 802 | 0,30% | Acciones |
| MORGAN STANLEY | $352 730 | 4 729 | 0,29% | Acciones |
| DEUTSCHE BANK AG\ | $301 154 | 4 038 | 0,25% | Acciones |
| RHUMBLINE ADVISERS | $289 440 | 3 881 | 0,24% | Acciones |
| WELLS FARGO & COMPANY/MN | $254 616 | 3 414 | 0,21% | Acciones |
| Semanteon Capital Management, LP | $249 023 | 3 339 | 0,21% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $243 355 | 3 263 | 0,20% | Acciones |
| Nuveen Asset Management, LLC | $234 044 | 4 795 | 0,20% | Acciones |
| Modern Wealth Management, LLC | $224 491 | 3 010 | 0,19% | Acciones |
| Belpointe Asset Management LLC | $223 740 | 3 000 | 0,19% | Acciones |
| JNB Advisors LLC | $203 035 | 4 189 | 0,17% | Acciones |
| MetLife Investment Management, LLC | $190 104 | 2 549 | 0,16% | Acciones |
| Russell Investments Group, Ltd. | $171 011 | 2 293 | 0,14% | Acciones |
| Nuveen, LLC | $161 540 | 2 166 | 0,14% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $158 930 | 2 131 | 0,13% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $155 276 | 2 082 | 0,13% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $138 943 | 1 863 | 0,12% | Acciones |
| JPMORGAN CHASE & CO | $125 104 | 1 677 | 0,10% | Acciones |
| Vanguard Global Advisers, LLC | $122 535 | 1 643 | 0,10% | Acciones |
| CITIGROUP INC | $122 087 | 1 637 | 0,10% | Acciones |
| Invesco Ltd. | $119 999 | 1 609 | 0,10% | Acciones |
| Atlantic Union Bankshares Corp | $111 870 | 1 500 | 0,09% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $104 487 | 1 401 | 0,09% | Acciones |
| JFS WEALTH ADVISORS, LLC | $97 488 | 1 800 | 0,08% | Acciones |
| VANGUARD GROUP INC | $91 679 | 1 643 | 0,08% | Acciones |
| CWM, LLC | $86 650 | 1 610 | 0,07% | Acciones |
| PNC Financial Services Group, Inc. | $72 790 | 976 | 0,06% | Acciones |
| Sandy Spring Bank | $71 355 | 1 500 | 0,06% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $67 271 | 902 | 0,06% | Acciones |
| UBS Group AG | $59 515 | 798 | 0,05% | Acciones |
| FMR LLC | $59 515 | 798 | 0,05% | Acciones |
| NORTHERN TRUST CORP | $47 657 | 639 | 0,04% | Acciones |
| Steward Partners Investment Advisory, LLC | $46 613 | 625 | 0,04% | Acciones |
| Rockefeller Capital Management L.P. | $38 490 | 516 | 0,03% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $34 381 | 461 | 0,03% | Acciones |
| Arax Advisory Partners | $34 381 | 461 | 0,03% | Acciones |
| Tower Research Capital LLC (TRC) | $33 039 | 443 | 0,03% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $30 951 | 415 | 0,03% | Acciones |
| Legal & General Group Plc | $28 042 | 376 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $21 554 | 289 | 0,02% | Acciones |
| ESL Trust Services, LLC | $14 916 | 200 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12 163 | 226 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $11 340 | 152 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $9 000 | 124 | 0,01% | Acciones |
| Cerity Partners LLC | $8 279 | 111 | 0,01% | Acciones |
| SIGNATUREFD, LLC | $8 055 | 108 | 0,01% | Acciones |
| Graney & King, LLC | $7 831 | 105 | 0,01% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7 750 | 144 | 0,01% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $7 058 | 94 760 | 0,01% | Acciones |
| Sterling Capital Management LLC | $5 892 | 79 | 0,00% | Acciones |
| North Star Investment Management Corp. | $4 549 | 61 | 0,00% | Acciones |
| GAMMA Investing LLC | $3 878 | 52 | 0,00% | Acciones |
| Allworth Financial LP | $3 804 | 51 | 0,00% | Acciones |
| Essential Partners LLC | $2 909 | 39 | 0,00% | Acciones |
| IFP Advisors, Inc | $2 909 | 39 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $2 610 | 35 | 0,00% | Acciones |
| Blue Trust, Inc. | $1 790 | 24 | 0,00% | Acciones |
Informantes de la empresa 60 insiders · 30 directivos · 25 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Anders Tomson | President & CEO | 19 de febrero de 2025 A | 42 811 | 0 | 0 | $0 |
| Dale M. Mckim III | EVP, CFO & Treasurer | 3 de julio de 2026 F | 6 746 | 0 | 0 | $0 |
| Karl Francis Krebs | EVP, CFO & Treasurer | 20 de diciembre de 2022 F | 6 686 | 0 | 0 | $0 |
| Mark A Severson | EVP, CFO & Treasurer | 13 de septiembre de 2013 D | 203 | 0 | 0 | $0 |
| John R Battersby JR | EVP, CFO & Treasurer | 21 de diciembre de 2011 A | 1 528 | 0 | 0 | $0 |
| Jeffrey P. Kenefick | Regional President | 22 de julio de 2025 P | 10 535 | 0 | 0 | $0 |
| Daniel D Fariello | President, Capital Bank Div. | 18 de febrero de 2025 A | 8 505 | 0 | 0 | $0 |
| Vincent M Cutrona | EVP & President-Canal Bank Div | 24 de junio de 2026 F | 3 509 | 0 | 0 | $0 |
| Loren D Cole | EVP & CIO | 5 de agosto de 2025 P | 9 331 | 0 | 0 | $0 |
| Mary E Meisner | EVP & Chief Risk Ofcr. | 18 de febrero de 2025 A | 3 556 | 0 | 0 | $0 |
| John J Stempin | Controller | 18 de febrero de 2025 A | 380 | 0 | 0 | $0 |
| Peter K Cosgrove | Executive Vice President & CCO | 18 de febrero de 2025 A | 6 466 | 0 | 0 | $0 |
| Kimberly A Hazelton | Executive Vice President | 18 de febrero de 2025 A | 7 576 | 0 | 0 | $0 |
| Frank D Vassallo | Vice President & Controller | 29 de junio de 2022 D | 43 | 0 | 0 | $0 |
| Louis C Difabio | Executive Vice President | 11 de enero de 2021 F | 7 604 | 0 | 0 | $0 |
| Karen R Makowski | Executive Vice President & CRO | 2 de enero de 2020 F | 4 639 | 0 | 0 | $0 |
| Thomas E Funk | Controller | 24 de mayo de 2016 S | 0 | 0 | 0 | $0 |
| Richard G Carr | Executive Vice President | 31 de diciembre de 2015 F | 4 506 | 0 | 0 | $0 |
| Melinda A Sartori | Executive Vice President | 31 de diciembre de 2015 F | 2 273 | 0 | 0 | $0 |
| Michael J. Wayne | Senior Vice President | 19 de diciembre de 2012 A | 1 066 | 0 | 0 | $0 |
| Brendan P. Mccormick | Vice President & Auditor | 19 de diciembre de 2012 A | 612 | 0 | 0 | $0 |
| Michael J Crimmins | Senior Vice President | 19 de diciembre de 2012 A | 2 151 | 0 | 0 | $0 |
| Thomas J Whitaker | Senior Vice President | 19 de diciembre de 2012 A | 2 151 | 0 | 0 | $0 |
| Linda M Struble | Senior Vice President | 21 de diciembre de 2011 A | 671 | 0 | 0 | $0 |
| Jane H Adamy | Senior Vice President | 21 de diciembre de 2011 A | 875 | 0 | 0 | $0 |
| Charles J Vita | EVP, Chief Admin, Risk Ofcr. | 25 de octubre de 2011 D | 0 | 0 | 0 | $0 |
| Norman R Ward | Senior VP & Auditor | 20 de abril de 2011 S | 4 154 | 0 | 0 | $0 |
| James E Corey III | Executive Vice President | 13 de julio de 2010 S | 3 067 | 0 | 0 | $0 |
| Elizabeth T Dalrymple | Senior Vice President | 6 de mayo de 2008 P | 2 990 | 0 | 0 | $0 |
| Jerome F Denton | Executive Vice President | 16 de septiembre de 2003 S | 3 000 | 0 | 0 | $0 |
| Robert H Dalrymple | Consejero | 26 de febrero de 2026 S | 1 351 | 0 | 1 | $-160 234 |
| Stephen M Lounsberry III | Consejero | 21 de enero de 2026 A | 23 433 | 0 | 0 | $0 |
| David J Dalrymple | Consejero | 21 de enero de 2026 A | 26 392 | 0 | 0 | $0 |
| Jeffrey B Streeter | Consejero | 28 de julio de 2025 P | 29 202 | 0 | 0 | $0 |
| Joseph F Meade IV | Consejero | 15 de enero de 2025 A | 3 710 | 0 | 0 | $0 |
| Raimundo C. Archibold Jr | Consejero | 15 de enero de 2025 A | 1 975 | 0 | 0 | $0 |
| Richard E Forrestel Jr | Consejero | 15 de enero de 2025 A | 14 625 | 0 | 0 | $0 |
| Denise V Gonick | Consejero | 15 de enero de 2025 A | 6 134 | 0 | 0 | $0 |
| Thomas R. Tyrrell | Consejero | 15 de enero de 2025 A | 8 493 | 0 | 0 | $0 |
| Thomas G. Tranter Jr. | Consejero | 15 de enero de 2025 A | 27 698 | 0 | 0 | $0 |
| David M Buicko | Consejero | 15 de enero de 2025 A | 8 198 | 0 | 0 | $0 |
| Larry H. Becker | Consejero | 26 de enero de 2022 A | 38 495 | 0 | 0 | $0 |
| Bruce Walter Boyea | Consejero | 31 de marzo de 2020 A | 5 490 | 0 | 0 | $0 |
| Kevin B Tully | Consejero | 15 de enero de 2020 A | 2 623 | 0 | 0 | $0 |
| Clover M Drinkwater | Consejero | 15 de enero de 2020 A | 12 841 | 0 | 0 | $0 |
| John F Potter | Consejero | 21 de agosto de 2018 S | 80 875 | 0 | 0 | $0 |
| Robert L Storch | Consejero | 8 de enero de 2016 A | 3 630 | 0 | 0 | $0 |
| Jan P Updegraff | Consejero | 9 de octubre de 2014 G | 5 350 | 0 | 0 | $0 |
| Ralph H Meyer | Consejero | 9 de enero de 2012 A | 3 204 | 0 | 0 | $0 |
| Thomas K Meier | Consejero | 9 de enero de 2012 A | 14 246 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 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 |
|---|---|---|---|---|---|
| David J. Dalrymple, Robert H. Dalrymple, Joanne F. Dalrymple, Dalrymple Family Limited Partnership ×2 presentaciones | 9 de marzo de 2015 | — | Presentación inicial | — | SEC |
| David J. Dalrymple S.S.# XXX-XX-XXXX, Robert H. Dalrymple S.S.# XXX-XX-XXXX, Catherine D. Smith S.S.#XXX-XX-XXXX, Dalrymple Holding Corporation E.I. No., Dalrymple Family Limited Partnership E.I. No., Joanne F. Dalrymple S.S.# XXX-XX-XXXX | 11 de febrero de 2008 | — | Presentación inicial | Inversión pasiva | SEC |
| David J. Dalrymple S.S.# ###-##-####, Robert H. Dalrymple S.S.# ###-##-####, Catherine D. Smith S.S.# ###-##-####, Dalrymple Holding Corporation E.I. No., Dalrymple Family Limited Partnership E.I. No. ×3 presentaciones | 12 de agosto de 2005 | — | 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 32 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| IWC · iShares Trust | 0,08% | 13 871 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 4 906 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 37 824 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 3 207 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 4 694 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 102 405 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 358 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 23 460 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,01% | 19 407 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 9 788 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 1 843 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 15 419 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 196 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 2 138 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,00% | 18 767 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 153 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 155 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,00% | 4 034 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 140 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 4 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 377 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 7 325 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 485 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 931 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 260 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 144 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 300 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 4 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 39 533 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 121 122 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 398 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 330 SH | 8 de agosto de 2026 | Diario |