CION CION Investment Corporation Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Mar 12, 2026
$7,00
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$5,83mínimo 52 semanas
$10,40máximo 52 semanas
Capitalización Bursátil (MRQ)
$360M
tus insignias
Rango 52S
$6–$10
Calificación del Analista
HOLD
Precio Objetivo
$9
P/E
·
ROE
-2.8%
Margen de Beneficio Neto
·
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
CION Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$7.00
Capitalización Bursátil (MRQ)
$360M
Rendimiento div.
21.7%
ROE
-2.8%
Rango 52S
$6–$10
CION Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | CION | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/C (MRQ) | 0.5promedio 5A ≈0.7 | ≈0.7 | 0.7 | Valor razonable | |
| Price / Cash Flow (Precio / Flujo de Caja) | 4.7promedio 5A ≈5.6 | ≈5.6 | 5.8 | Valor razonable | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.5promedio 5A ≈0.7 | ≈0.7 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | CION | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| ROA | -1.1%promedio 5A ≈2.1% | ≈2.1% | -0.29% | Débil | |
| ROE | -2.8%promedio 5A ≈4.5% | ≈4.5% | -0.77% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | CION | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Net Income YoY (Beneficio Neto interanual) | -64.4%promedio 5A ≈-10.7% | ≈-10.7% | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -34.2% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo21.7%
Ratio de Pago-378.2%
Pago anualizado≈$1.20
Racha de Crecimiento≈3
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 11, 2026 | $0,10 | USD | ≈17.5% |
| Ago 14, 2026 | $0,10 | USD | ≈20.5% |
| Jul 17, 2026 | $0,10 | USD | ≈23.2% |
| Jun 12, 2026 | $0,10 | USD | ≈18.9% |
| May 15, 2026 | $0,10 | USD | ≈23.5% |
| Abr 10, 2026 | $0,10 | USD | ≈21.4% |
| Mar 13, 2026 | $0,10 | USD | ≈26.6% |
| Feb 13, 2026 | $0,10 | USD | ≈19.0% |
| Ene 16, 2026 | $0,10 | USD | ≈16.3% |
| Dic 1, 2025 | $0,36 | USD | ≈15.4% |
| Sep 2, 2025 | $0,36 | USD | ≈14.5% |
| Jun 2, 2025 | $0,36 | USD | ≈16.8% |
| Mar 28, 2025 | $0,36 | USD | ≈14.7% |
| Dic 30, 2024 | $0,05 | USD | ≈13.5% |
| Dic 2, 2024 | $0,36 | USD | ≈14.7% |
| Sep 3, 2024 | $0,36 | USD | ≈14.3% |
| Jun 28, 2024 | $0,05 | USD | ≈13.9% |
| Jun 3, 2024 | $0,36 | USD | ≈13.3% |
| Mar 21, 2024 | $0,34 | USD | ≈15.1% |
| Dic 28, 2023 | $0,05 | USD | ≈14.1% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
17.4%
Próximo informe
Nov 04, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 6, 2026 | $0.29 | $0.27 | 6.9% |
| 31 de marzo de 2026 | $0.25 | $0.30 | -17.4% | |
| 31 de diciembre de 2025 | $0.35 | $0.35 | 1.1% | |
| 30 de septiembre de 2025 | $0.74 | $0.34 | 116.8% | |
| 30 de junio de 2025 | $0.32 | $0.34 | -5.8% | |
| 31 de marzo de 2025 | $0.36 | $0.35 | 2.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| SG&A Expense | $6M | $7M | $7M | $7M | $10M | $6M | |
| Operating Expenses | $148M | $156M | $146M | $106M | $83M | $85M | |
| Interest Expense | · | · | $86M | $50M | $32M | $37M | |
| Net Income | $-21M | $34M | $95M | $50M | $119M | $-11M | |
| Shares (Basic) | 52,341,612 | 53,564,788 | 54,685,327 | 56,556,510,000 | 56,808,960,000 | 56,817,920,000 | |
| Shares (Diluted) | 52,341,612 | 53,564,788 | 54,685,327 | 56,556,510,000 | 56,808,960,000 | 56,817,920,000 |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $8M | $8M | $8M | $83M | $4M | · | |
| Short-term Investments | · | $113M | $113M | · | · | · | |
| Total Assets | $1.85B | $1.95B | $2.00B | $1.87B | $1.78B | · | |
| Total Liabilities | $1.15B | $1.12B | $1.12B | $989M | $852M | · | |
| Long-term Debt | $1.13B | $1.10B | $1.08B | $951M | $822M | · | |
| Common Stock | $51.0K | $53.0K | $54.0K | $55.0K | $57.0K | · | |
| Paid-in Capital | $1.00B | $1.02B | $1.03B | $1.04B | $1.06B | · | |
| Retained Earnings | $-297M | $-201M | $-154M | $-161M | $-130M | · | |
| Stockholders' Equity | $708M | $821M | $880M | $884M | $931M | $878M | |
| Liabilities + Equity | $1.85B | $1.95B | $2.00B | $1.87B | $1.78B | · | |
| Shares Outstanding | 51,417,866 | 53,189,269 | 54,184,636 | 55,299,484 | 56,958,440 | 56,646,867 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $77M | $88M | $-97M | $35M | $-49M | $199M | |
| Stock Repurchased | $17M | $11M | $12M | $15M | $10M | $23M | |
| Net Stock Activity | $-17M | $-11M | $-12M | $-15M | · | · | |
| Dividends Paid | $78M | $89M | $92M | $67M | $56M | $40M | |
| Financing Cash Flow | $-76M | $-89M | $23M | $44M | $33M | $-185M | |
| Net Change in Cash | $489.0K | $-745.0K | $-74M | $79M | $-16M | $14M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | -1.1% | 1.7% | 4.9% | 2.7% | · | · | |
| ROE | -2.8% | 4.1% | 10.9% | 5.6% | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $13.76 | $15.43 | $16.23 | $15.98 | · | · | |
| Cash Flow / Share | $1.47 | $1.65 | $-1.78 | $0.00 | · | · | |
| Cash / Share | $0.16 | $0.14 | $0.16 | $1.50 | · | · | |
| Dividend / Share | $1.44 | $1.52 | $1.61 | $1.45 | $1.26 | $1.11 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income YoY | · | -64.4% | 90.1% | -57.8% | · | · | |
| Net Income CAGR 3Y | · | -34.2% | · | · | · | · | |
| Dividends Paid CAGR 5Y | 14.3% | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $-21M | $34M | $95M | $50M | $119M | $-11M | |
| Market Cap | $497M | $606M | $613M | $539M | · | · | |
| P/B | 0.7 | 0.7 | 0.7 | 0.6 | · | · | |
| P / Tangible Book | 0.7 | 0.7 | 0.7 | 0.6 | · | · | |
| P / Cash Flow | 6.5 | 6.9 | -6.3 | 15.3 | · | · | |
| Dividend Yield | 15.7% | 14.8% | 15.0% | 12.4% | · | · | |
| Payout Ratio | -378.2% | 263.9% | 96.5% | 132.9% | · | · | |
| Annual Payout | $78M | $89M | $92M | $67M | $56M | $40M |
Estado de resultados
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $1M | $2M | $1M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $2M | $1M | $2M | |
| Operating Expenses | $35M | $40M | $35M | $37M | $39M | $38M | $38M | $41M | $38M | $38M | $35M | $35M | $31M | $29M | |
| Interest Expense | · | · | · | · | · | · | $24M | $24M | · | $22M | $20M | $19M | · | $13M | |
| Net Income | $-41M | $36M | $27M | $-43M | $5M | $-379.0K | $22M | $6M | $51M | $47M | $28M | $-31M | $10M | $34M | |
| Shares (Basic) | 51,616,723 | 52,065,707 | 52,628,784 | 53,073,211 | 53,268,577 | 53,439,316 | 53,595,624 | 53,960,698 | 54,292,065 | 54,561,367 | 54,788,740 | 55,109,482 | 55,505,248 | 56,816,992 | |
| Shares (Diluted) | 51,616,723 | 52,065,707 | 52,628,784 | 53,073,211 | 53,268,577 | 53,439,316 | 53,595,624 | 53,960,698 | 54,292,065 | 54,561,367 | 54,788,740 | 55,109,482 | 55,505,248 | 56,816,992 |
Balance general
| Métrica | Tendencia | 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 | $8M | $4M | $7M | $8M | $8M | $30M | $10M | $48M | · | $7M | $12M | $96M | · | $44M | |
| Short-term Investments | · | · | · | · | · | $54M | $83M | · | · | · | · | · | · | · | |
| Total Assets | $1.85B | $1.88B | $1.88B | $1.90B | $1.95B | $1.92B | $1.96B | $1.97B | · | $1.90B | $1.83B | $1.85B | · | $1.89B | |
| Total Liabilities | $1.15B | $1.11B | $1.12B | $1.14B | $1.12B | $1.08B | $1.10B | $1.11B | · | $1.04B | $998M | $1.02B | · | $971M | |
| Long-term Debt | $1.13B | $1.08B | $1.10B | $1.10B | $1.10B | $1.05B | $1.06B | $1.06B | · | $1.00B | $977M | $1.00B | · | $950M | |
| Common Stock | $51.0K | $52.0K | $52.0K | $53.0K | $53.0K | $53.0K | $54.0K | $54.0K | · | $54.0K | $55.0K | $55.0K | · | $57.0K | |
| Paid-in Capital | $1.00B | $1.01B | $1.01B | $1.02B | $1.02B | $1.02B | $1.03B | $1.03B | · | $1.04B | $1.04B | $1.04B | · | $1.05B | |
| Retained Earnings | $-297M | $-237M | $-254M | $-263M | $-201M | $-185M | $-165M | $-165M | · | $-175M | $-201M | $-211M | · | $-138M | |
| Stockholders' Equity | $708M | $773M | $759M | $757M | $821M | $839M | $861M | $863M | $880M | $861M | $836M | $830M | $884M | $915M | |
| Liabilities + Equity | $1.85B | $1.88B | $1.88B | $1.90B | $1.95B | $1.92B | $1.96B | $1.97B | · | $1.90B | $1.83B | $1.85B | · | $1.89B | |
| Shares Outstanding | 51,417,866 | 51,973,518 | 52,303,842 | 53,003,407 | 53,189,269 | 53,359,886 | 53,525,623 | 53,760,605 | 54,184,636 | 54,464,804 | 54,632,827 | 54,961,455 | 55,299,484 | 56,262,964 |
Flujo de Efectivo
| Métrica | Tendencia | 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 Cash Flow | $-17M | $44M | $43M | $6M | $-43M | $52M | $-17M | $96M | $-55M | $-7M | $-36M | $308.0K | $65M | $15M | |
| Stock Repurchased | $5M | $3M | $7M | $2M | $2M | $2M | $3M | $5M | $3M | $2M | $3M | $4M | $9M | $7M | |
| Net Stock Activity | · | $-3M | $-7M | $-2M | · | $-2M | $-3M | $-5M | · | $-2M | $-3M | $-4M | · | $-7M | |
| Dividends Paid | $19M | $19M | $38M | $3M | $19M | $22M | $19M | $29M | $21M | $19M | $19M | $34M | $17M | $18M | |
| Financing Cash Flow | $21M | $-47M | $-45M | $-6M | $21M | $-32M | $-22M | $-56M | $56M | $2M | $-49M | $13M | $-26M | $-14M | |
| Net Change in Cash | $4M | $-3M | $-1M | $50.0K | $-22M | $20M | $-39M | $40M | $2M | $-5M | $-85M | $13M | $39M | $1M |
Rentabilidad
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | · | 1.9% | 1.4% | -2.2% | · | -0.02% | 1.2% | 0.34% | · | 2.5% | 3.0% | -3.4% | · | 3.6% | |
| ROE | · | 4.5% | 3.4% | -5.3% | · | -0.04% | 2.6% | 0.76% | · | 5.3% | 6.7% | -7.5% | · | 7.4% |
Por Acción
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $14.86 | $14.50 | $14.28 | · | $15.73 | $16.08 | $16.05 | · | $15.80 | $15.31 | $15.11 | · | $16.26 | |
| Cash Flow / Share | · | $0.85 | $0.83 | $0.11 | · | $0.97 | $-0.31 | $1.79 | · | $-0.13 | $-0.66 | $0.01 | · | $0.00 | |
| Cash / Share | · | $0.08 | $0.12 | $0.15 | · | $0.56 | $0.18 | $0.90 | · | $0.12 | $0.21 | $1.75 | · | $0.78 | |
| Dividend / Share | $0.36 | $0.36 | $0.36 | $0.36 | $0.41 | $0.36 | $0.41 | $0.34 | $0.54 | $0.39 | $0.34 | $0.34 | $0.58 | $0.31 |
Valoración (TTM)
| Métrica | Tendencia | 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 Income TTM | · | $26M | $-10M | $-15M | · | $79M | $127M | $133M | · | $54M | $40M | $11M | · | $57M | |
| Market Cap | · | $493M | $501M | $549M | · | $635M | $649M | $591M | · | $576M | $567M | $542M | · | $478M | |
| P/B | · | 0.6 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.5 | |
| P / Tangible Book | · | 0.6 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.5 | |
| P / Cash Flow | · | 11.1 | 11.5 | 90.0 | · | 12.2 | -38.8 | 6.1 | · | -84.0 | -15.8 | 1761.3 | · | 31.0 | |
| Dividend Yield | · | 16.0% | 16.4% | 11.5% | · | 14.4% | 13.6% | 14.8% | · | 15.3% | 15.3% | 15.5% | · | 15.9% | |
| Payout Ratio | · | 52.2% | 139.4% | -6.2% | · | -5781.0% | 86.2% | 451.8% | · | 39.1% | 66.7% | -108.3% | · | 51.8% | |
| Annual Payout | · | $79M | $82M | $63M | · | $91M | $88M | $87M | · | $88M | $87M | $84M | · | $76M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Beneficio neto | $-21M | $34M | $95M | $50M | $119M |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 147 declarantes · $95.0M total · A fecha de 30 de septiembre 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.
Tenedores
147
Valor en tenencia
$95.0M
Nuevas posiciones
14
Posiciones cerradas
32
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 14 (-11 vs trimestre anterior) | 32 (+7 vs trimestre anterior) | 38 (-12 vs trimestre anterior) | 52 (+1 vs trimestre anterior) | -374K |
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 |
|---|---|---|---|---|
| Bulldog Investors, LLP | $9 582 182 | 1 538 071 | 10,09% | Acciones |
| Invesco Ltd. | $8 527 157 | 1 368 725 | 8,98% | Acciones |
| MORGAN STANLEY | $7 893 104 | 1 266 950 | 8,31% | Acciones |
| VAN ECK ASSOCIATES CORP | $7 702 753 | 1 236 397 | 8,11% | Acciones |
| LPL Financial LLC | $6 348 551 | 1 019 029 | 6,68% | Acciones |
| UBS Group AG | $5 704 519 | 915 653 | 6,01% | Acciones |
| Callodine Capital Management, LP | $4 199 880 | 674 138 | 4,42% | Acciones |
| Advisors Asset Management, Inc. | $2 827 479 | 292 397 | 2,98% | Acciones |
| Berger Financial Group, Inc | $2 519 992 | 404 493 | 2,65% | Acciones |
| Arkadios Wealth Advisors | $2 008 302 | 322 360 | 2,11% | Acciones |
| D. E. Shaw & Co., Inc. | $1 948 165 | 312 707 | 2,05% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 916 594 | 198 200 | 2,02% | Acciones |
| OSAIC HOLDINGS, INC. | $1 813 602 | 291 108 | 1,91% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $1 548 778 | 248 600 | 1,63% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $1 310 856 | 210 410 | 1,38% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 294 270 | 207 748 | 1,36% | Acciones |
| Sigma Planning Corp | $1 246 978 | 200 157 | 1,31% | Acciones |
| BlackRock, Inc. | $1 218 058 | 195 515 | 1,28% | Acciones |
| PINKERTON WEALTH, LLC | $1 115 158 | 163 035 | 1,17% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 058 577 | 169 916 | 1,11% | Acciones |
| Kestra Advisory Services, LLC | $1 056 081 | 169 515 | 1,11% | Acciones |
| True Freedom Investing, LLC | $978 953 | 143 122 | 1,03% | Acciones |
| Alpine Global Management, LLC | $969 606 | 155 635 | 1,02% | Acciones |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $768 290 | 128 023 | 0,81% | Acciones |
| Diversify Advisory Services, LLC | $768 290 | 128 023 | 0,81% | Acciones |
| Legacy Wealth Managment, LLC/ID | $754 883 | 121 169 | 0,79% | Acciones |
| Qube Research & Technologies Ltd | $710 014 | 113 967 | 0,75% | Acciones |
| Virtus Investment Advisers, LLC | $673 220 | 108 061 | 0,71% | Acciones |
| Cetera Investment Advisers | $599 367 | 96 207 | 0,63% | Acciones |
| Financial Gravity Wealth, Inc. | $587 105 | 85 834 | 0,62% | Acciones |
| ADAPT WEALTH ADVISORS, LLC | $574 387 | 92 197 | 0,60% | Acciones |
| Apollon Wealth Management, LLC | $542 278 | 87 043 | 0,57% | Acciones |
| Financial Gravity Companies, Inc. | $491 127 | 78 833 | 0,52% | Acciones |
| Curi Capital, LLC | $470 066 | 75 452 | 0,49% | Acciones |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $451 308 | 70 091 | 0,48% | Acciones |
| AMERIPRISE FINANCIAL INC | $439 608 | 70 563 | 0,46% | Acciones |
| ROYAL BANK OF CANADA | $430 000 | 68 994 | 0,45% | Acciones |
| Endowment Wealth Management, Inc. | $426 776 | 68 503 | 0,45% | Acciones |
| Apollo Management Holdings, L.P. | $394 125 | 63 263 | 0,41% | Acciones |
| Private Advisor Group, LLC | $391 389 | 62 823 | 0,41% | Acciones |
| INDEPENDENT FINANCIAL GROUP, LLC | $390 169 | 62 627 | 0,41% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $382 902 | 61 461 | 0,40% | Acciones |
| AE Wealth Management LLC | $360 337 | 57 839 | 0,38% | Acciones |
| H D Vest Advisory Services | $342 141 | 35 751 | 0,36% | Acciones |
| Campbell & CO Investment Adviser LLC | $335 691 | 53 883 | 0,35% | Acciones |
| EWG Elevate Inc. | $241 494 | 25 474 | 0,25% | Acciones |
| Engineers Gate Manager LP | $236 335 | 37 935 | 0,25% | Acciones |
| Orion Portfolio Solutions, LLC | $235 338 | 22 738 | 0,25% | Acciones |
| Continuum Advisory, LLC | $231 937 | 37 229 | 0,24% | Acciones |
| FOUNDERS FINANCIAL SECURITIES LLC | $229 912 | 36 904 | 0,24% | Acciones |
Informantes de la empresa 13 insiders · 7 directivos · 7 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael A Reisner | Co-Chairman & Co-CEO | 12 de agosto de 2025 P | 46 474 | 0 | 0 | $0 |
| Mark Gatto | Co-Chairman & Co-CEO | 12 de mayo de 2025 P | 3 070 | 0 | 0 | $0 |
| Keith S Franz | CFO & Treasurer | 1 de junio de 2023 P | 71 612 | 0 | 0 | $0 |
| Gregg A. Bresner | President & CIO | 1 de abril de 2025 P | 64 599 | 0 | 0 | $0 |
| Stephen Roman | CCO & Secretary | 22 de mayo de 2025 P | 12 891 | 0 | 0 | $0 |
| Eric A. Pinero | Chief Legal Officer | 18 de marzo de 2025 P | 9 127 | 0 | 0 | $0 |
| Charlie Arestia | Managing Director & Head of Investor Relations | 12 de noviembre de 2024 P | 1 213 | 0 | 0 | $0 |
| Peter I. Finlay | Consejero | 27 de mayo de 2025 P | 2 750 | 0 | 0 | $0 |
| Robert A Breakstone | Consejero | 16 de mayo de 2025 P | 15 782 | 0 | 0 | $0 |
| Catherine Choi | Consejero | 22 de mayo de 2023 P | 2 000 | 0 | 0 | $0 |
| Aron I Schwartz | Consejero | 15 de mayo de 2023 P | 2 000 | 0 | 0 | $0 |
| Edward J. Estrada | Consejero | 23 de noviembre de 2021 P | 3 695 | 0 | 0 | $0 |
| ICON Investment Group, LLC | Propietario del 10% | 17 de diciembre de 2012 P | 111 222 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 3 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.
CION Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 7 analistas
VENTA
Objetivo mediano
$8.75
+25,0%
0 0,0%
Compra fuerte
0 0,0%
Compra
4 57,1%
Mantener
1 14,3%
Venta
2 28,6%
Venta fuerte
Precio objetivo a 12 meses
2 analistas · 2026-10-04Objetivo medio $8.75 +25,0%
← Por Debajo de Todos los Objetivos
Precio Actual $7.00
Mín$8.50
Media$8.75
Máx$9.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CION | $497M | · | · | · | -2.8% | · |
| MSIF | $612M | 9.9 | · | · | 12.1% | · |
| ALTI | · | -3.2 | 28.5% | -46.9% | -19.0% | · |
| GLAD | $494M | 10.6 | · | · | 11.9% | · |
| TCPC | $463M | -5.2 | · | · | -13.3% | · |
| CCAP | $519M | 7.8 | · | · | 4.8% | · |
| HRZN | · | -107.5 | · | · | · | · |
| PSBD | $381M | 7.3 | · | · | -0.65% | · |
| RWAY | · | · | · | · | · | · |
| SAR | · | · | · | · | · | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-K presentada el Mar 12, 2026