CNS Cohen & Steers Inc Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Jul 31, 2026
$73,02
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$58,39mínimo 52 semanas
$86,56máximo 52 semanas
Capitalización Bursátil (MRQ)
$3.75B
P/E (TTM)
22.5
BPA (TTM)
$3.25
Ingresos (TTM)
$584M
tus insignias
Rango 52S
$58–$87
Calificación del Analista
SELL
Precio Objetivo
$76
P/E
22.5
ROE
30.1%
Margen de Beneficio Neto
28.8%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
CNS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$73.02
Capitalización Bursátil (MRQ)
$3.75B
P/E (TTM)
22.5
BPA (TTM)
$3.25
Ingresos (TTM)
$584M
Rendimiento div.
3.4%
ROE (TTM)
30.1%
Rango 52S
$58–$87
CNS 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.
Acerca de Cohen & Steers Inc Common Stock Descripción general de la empresa de Wikipedia
Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities.
## History
Cohen & Steers was founded in 1986 by Martin Cohen and Robert Steers. Prior to founding the company, both worked at the National Securities and Research Corporation. There, in 1985, they organized and managed the first real estate securities mutual fund in the United States, the National Real Estate Stock Fund.
Cohen & Steers is considered a pioneer in developing the securitised real estate sector and to this day remains a leader in it. However, Cohen & Steers has diversified by expanding into other investments, such as preferred securities and real assets starting in 2003 and 2012 respectively.
In August 2004, Cohen & Steers completed its initial public offering to become a listed company on the New York Stock Exchange, raising $104.3 million.
In 2016, Cohen retired from day-to-day management of the company.
In 2021, Cohen & Steers established a private real estate business, expanding its real estate investment platform beyond publicly-traded securities. That year the company's assets under management figure surpassed $100 billion.
In November 2021, Steers announced he would be steeping down from his position as CEO and would be succeeded by Joseph Harvey.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
sectorFinancial Services
industriaFinancial Services
empleados424
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$556M2016-12-31 → 2025-12-31
BPA$2.972016-12-31 → 2025-12-31
Flujo de caja libre$-126M2016-12-31 → 2025-12-31
Margen neto28.8%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | CNS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 22.5promedio 5A ≈24.3 | ≈24.3 | 19.8 | Sobrevalorado | |
| P/S (TTM) | 6.4promedio 5A ≈7.7 | ≈7.7 | · | · | |
| P/C (MRQ) | 6.4promedio 5A ≈11.2 | ≈11.2 | 0.9 | Sobrevalorado | |
| Price / FCF (Precio / FCF) | -29.5promedio 5A ≈29.8 | ≈29.8 | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | -30.9promedio 5A ≈24.9 | ≈24.9 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 6.9promedio 5A ≈11.9 | ≈11.9 | · | · | |
| PEG Ratio (Ratio PEG) | ≈1.7 | · | · | · |
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 | CNS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 32.9%promedio 5A ≈36.3% | ≈36.3% | 30.5% | En línea | |
| Margen EBITDA (TTM) | 34.7%promedio 5A ≈37.5% | ≈37.5% | 26.4% | De primer nivel | |
| Margen antes de impuestos (TTM) | 38.9%promedio 5A ≈39.4% | ≈39.4% | 38.4% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 28.8%promedio 5A ≈29.9% | ≈29.9% | 27.0% | De primer nivel | |
| ROA (TTM) | 20.4%promedio 5A ≈27.1% | ≈27.1% | 11.6% | De primer nivel | |
| ROE (TTM) | 30.1%promedio 5A ≈46.8% | ≈46.8% | 19.6% | De primer nivel |
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 | CNS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 7.5%promedio 5A ≈6.6% | ≈6.6% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -0.64%promedio 5A ≈0.01% | ≈0.01% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 5.4% | · | · | · | |
| EPS YoY (EPS interanual) | 0.00%promedio 5A ≈28.8% | ≈28.8% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 1.3%promedio 5A ≈30.2% | ≈30.2% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -5.1%promedio 5A ≈0.53% | ≈0.53% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 13.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -3.6%promedio 5A ≈1.6% | ≈1.6% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 14.9% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | CNS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.7promedio 5A ≈0.9 | ≈0.9 | 0.7 | En línea | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 7.2 | · | · | · | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.3M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo3.4%
Ratio de Pago82.8%
Pago anualizado≈$2.68
CAGR de Dividendos a 5 años≈9.7%
Racha de Crecimiento≈16
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 10, 2026 | $0,67 | USD | ≈3.2% |
| May 11, 2026 | $0,67 | USD | ≈3.6% |
| Mar 9, 2026 | $0,67 | USD | ≈3.9% |
| Nov 10, 2025 | $0,62 | USD | ≈3.7% |
| Ago 11, 2025 | $0,62 | USD | ≈3.3% |
| May 12, 2025 | $0,62 | USD | ≈2.9% |
| Mar 3, 2025 | $0,62 | USD | ≈2.8% |
| Nov 18, 2024 | $0,59 | USD | ≈2.4% |
| Ago 12, 2024 | $0,59 | USD | ≈2.9% |
| May 10, 2024 | $0,59 | USD | ≈3.3% |
| Mar 1, 2024 | $0,59 | USD | ≈3.1% |
| Nov 10, 2023 | $0,57 | USD | ≈4.3% |
| Ago 11, 2023 | $0,57 | USD | ≈3.4% |
| May 12, 2023 | $0,57 | USD | ≈4.1% |
| Mar 3, 2023 | $0,57 | USD | ≈3.1% |
| Nov 10, 2022 | $0,55 | USD | ≈6.1% |
| Ago 12, 2022 | $0,55 | USD | ≈4.3% |
| May 13, 2022 | $0,55 | USD | ≈4.5% |
| Mar 4, 2022 | $0,55 | USD | ≈4.0% |
| Nov 12, 2021 | $1,70 | USD | ≈4.5% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-1.5%
Próximo informe
Oct 14, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 15, 2026 | $0.85 | $0.86 | -1.6% |
| 31 de marzo de 2026 | $0.79 | $0.82 | -3.4% | |
| 31 de diciembre de 2025 | $0.81 | $0.82 | -0.99% | |
| 30 de septiembre de 2025 | $0.81 | $0.78 | 3.5% | |
| 30 de junio de 2025 | $0.73 | $0.76 | -4.3% | |
| 31 de marzo de 2025 | $0.75 | $0.77 | -2.3% |
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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $556M | $517M | $490M | $567M | $584M | $428M | $411M | $381M | $379M | $350M | $329M | $314M | |
| SG&A Expense | $71M | $60M | $67M | $55M | $48M | $56M | $48M | $48M | $42M | $43M | $51M | $47M | |
| Operating Expenses | $378M | $345M | $325M | $351M | $323M | $332M | $251M | $234M | $224M | $216M | $201M | $192M | |
| Operating Income | $178M | $173M | $164M | $216M | $260M | $95M | $160M | $147M | $155M | $136M | $128M | $122M | |
| Other Non-op | $-4M | $738.0K | $-3M | $-753.0K | $-89.0K | $-916.0K | $-974.0K | $579.0K | $-699.0K | $780.0K | $-1M | $-504.0K | |
| Pretax Income | $205M | $210M | $180M | $197M | $282M | $93M | $188M | $144M | $160M | $143M | $113M | $122M | |
| Income Tax | · | $47M | $44M | $47M | $56M | $18M | $41M | $34M | $68M | $51M | $48M | $46M | |
| Net Income | $153M | $151M | $129M | $171M | $211M | $77M | $135M | $114M | $92M | $93M | $65M | $76M | |
| EPS (Basic) | $2.99 | $3.00 | $2.62 | $3.51 | $4.38 | $1.60 | $2.85 | $2.43 | $1.98 | $2.02 | $1.42 | $1.69 | |
| EPS (Diluted) | $2.97 | $2.97 | $2.60 | $3.47 | $4.31 | $1.57 | $2.79 | $2.40 | $1.96 | $2.00 | $1.41 | $1.65 | |
| Shares (Basic) | 51,168,000 | 50,409,000 | 49,308,000 | 48,781,000 | 48,316,000 | 47,800,000 | 47,273,000 | 46,794,000 | 46,353,000 | 45,951,000 | 45,433,000 | 44,788,000 | |
| Shares (Diluted) | 51,526,000 | 50,938,000 | 49,553,000 | 49,297,000 | 49,090,000 | 48,676,000 | 48,297,000 | 47,381,000 | 46,979,000 | 46,432,000 | 45,897,000 | 45,643,000 | |
| EBITDA | $188M | $182M | $169M | $220M | $264M | $100M | $165M | $152M | $155M | $136M | $128M | $122M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $145M | $183M | $187M | $247M | $184M | $41M | $101M | $93M | $193M | $183M | $143M | $125M | |
| Receivables | $80M | $74M | · | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $65M | $69M | $66M | $9M | $9M | $10M | $12M | $14M | $15M | $16M | $10M | $11M | |
| PP&E (Gross) | $100M | $94M | $116M | $54M | $50M | $48M | $46M | $43M | $48M | $45M | $36M | $33M | |
| Accum. Depreciation | $35M | $26M | $50M | $45M | $41M | $38M | $33M | $29M | $33M | $29M | $26M | $22M | |
| Goodwill | $19M | $18M | $18M | $18M | $18M | $19M | $18M | $19M | $19M | $18M | $18M | $19M | |
| Intangibles | · | · | · | · | · | · | · | $1M | $1M | $1M | $2M | $2M | |
| Total Assets | $877M | $812M | $737M | $673M | $493M | $348M | $402M | $481M | $410M | $334M | $305M | $281M | |
| Capital Leases | $138M | $141M | $140M | $139M | $25M | $35M | $43M | $54M | · | · | · | · | |
| Total Liabilities | $243M | $237M | $244M | $246M | $148M | $124M | $135M | $144M | $87M | $67M | $62M | $52M | |
| Common Stock | $583.0K | $575.0K | $558.0K | $551.0K | $543.0K | $535.0K | $527.0K | $518.0K | $511.0K | $504.0K | $497.0K | $486.0K | |
| Paid-in Capital | $993M | $943M | $818M | $769M | $716M | $670M | $637M | $602M | $570M | $544M | $520M | $489M | |
| Retained Earnings | $-106M | $-129M | $-158M | $-171M | $-232M | $-292M | $-242M | $-208M | $-138M | $-128M | $-148M | $-143M | |
| Treasury Stock | $321M | $293M | $272M | $250M | $223M | $201M | $175M | $164M | $154M | $145M | $137M | $117M | |
| AOCI | $-5M | $-10M | $-8M | $-11M | $-6M | $-4M | $-6M | $-7M | $-4M | $-6M | $-4M | $-2M | |
| Stockholders' Equity | $562M | $512M | $381M | $338M | $255M | $174M | $214M | $223M | $276M | $266M | $232M | $228M | |
| Liabilities + Equity | $877M | $812M | $737M | $673M | $493M | $348M | $402M | $481M | $410M | $334M | $305M | $281M | |
| Shares Outstanding | 51,032,114 | 50,574,641 | 49,155,000 | 48,723,000 | 48,270,000 | 47,788,000 | 47,250,000 | 46,768,000 | 46,315,000 | 45,890,000 | 45,440,000 | 44,793,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $9M | $4M | $4M | $4M | $5M | $4M | $4M | $4M | $4M | $4M | $5M | |
| Stock-based Comp | $46M | $52M | $44M | $49M | $40M | $29M | $28M | $25M | $22M | $22M | $23M | $25M | |
| Deferred Tax | $561.0K | $-297.0K | $537.0K | $-1M | $104.0K | $107.0K | $96.0K | $-1M | $-314.0K | $-900.0K | $7M | $-279.0K | |
| Amort. of Intangibles | · | · | · | · | · | · | $0 | $95.0K | $89.0K | $89.0K | $89.0K | $89.0K | |
| Other Non-cash | $-330M | $-116M | $-6M | $-162M | $-13M | $-21M | $-25M | $-69M | · | · | · | · | |
| Operating Cash Flow | $-120M | $97M | $172M | $62M | $243M | $89M | $141M | $73M | $64M | $115M | $90M | $55M | |
| CapEx | $6M | $12M | $57M | $4M | $3M | $3M | $3M | $3M | $3M | $10M | $2M | $6M | |
| Investing Cash Flow | $8M | $-120M | $-115M | $-3M | $48M | $-2M | $36M | $-53M | $6M | $3M | $397.0K | $10M | |
| Stock Issued | $961.0K | $1M | $1M | $1M | $1M | $859.0K | $741.0K | $597.0K | $636.0K | $642.0K | $539.0K | $491.0K | |
| Stock Repurchased | $28M | $21M | $22M | $27M | $23M | $26M | $10M | $11M | $9M | $8M | $19M | $12M | |
| Net Stock Activity | $-27M | $-20M | $-20M | $-26M | $-22M | $-25M | $-10M | $-10M | $-9M | $-7M | $-19M | $-11M | |
| Dividends Paid | $127M | $119M | $112M | $107M | $148M | $122M | $163M | $179M | $98M | $71M | $68M | $84M | |
| Financing Cash Flow | $74M | $18M | $-119M | $9M | $-145M | $-149M | $-170M | $-118M | $-60M | $-75M | $-71M | $-66M | |
| Net Change in Cash | · | · | $-62M | $68M | $145M | $-61M | $7M | · | · | · | $19M | $-1M | |
| Taxes Paid | $52M | $47M | $46M | $-64M | $-46M | $-28M | $-37M | $-37M | $-58M | $-49M | $-31M | $-47M | |
| Free Cash Flow | $-126M | $85M | $115M | $57M | $240M | $87M | $139M | $69M | $61M | $105M | $87M | $49M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 32.0% | 33.4% | 33.6% | 38.1% | 44.6% | 22.2% | 39.0% | 38.6% | 40.9% | 38.7% | 38.8% | 38.8% | |
| Net Margin | 27.6% | 29.2% | 26.4% | 30.2% | 36.2% | 17.9% | 32.8% | 29.9% | 24.3% | 26.6% | 19.6% | 24.1% | |
| Pretax Margin | 36.8% | 40.5% | 36.8% | 34.7% | 48.3% | 21.8% | 45.6% | 37.7% | 42.4% | 41.0% | 34.3% | 38.9% | |
| EBITDA Margin | 33.7% | 35.2% | 34.4% | 38.9% | 45.3% | 23.3% | 40.1% | 39.8% | 40.9% | 38.7% | 38.8% | 38.8% | |
| ROA | 18.1% | 19.5% | 18.3% | 29.3% | 50.3% | 20.4% | 30.5% | 27.0% | 24.7% | 29.1% | 22.0% | 27.2% | |
| ROE | 28.5% | 33.9% | 35.9% | 54.6% | 81.3% | 37.4% | 54.7% | 45.7% | 34.0% | 37.4% | 28.1% | 33.5% | |
| ROIC | · | 26.2% | 32.7% | 48.6% | 81.8% | 43.9% | 58.7% | 50.3% | 32.4% | 33.0% | 31.4% | 33.2% |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 1.0 | 1.4 | 1.1 | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | 1.1 | |
| Receivables Turnover | 7.2 | · | · | · | · | · | · | · | · | · | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.01 | $10.12 | $6.83 | $6.13 | $4.70 | $3.26 | $4.52 | $4.81 | $5.95 | $5.79 | $5.10 | $5.09 | |
| Revenue / Share | $10.79 | $10.16 | $9.88 | $11.50 | $11.89 | $8.78 | $8.51 | $8.04 | $8.05 | $7.54 | $7.16 | $6.88 | |
| Cash Flow / Share | $-2.34 | $1.90 | $3.47 | $1.25 | $4.95 | $1.83 | $2.93 | $1.53 | $1.37 | $2.48 | $1.96 | $1.20 | |
| Cash / Share | $2.85 | $3.62 | $3.36 | $4.49 | $3.40 | $0.77 | $2.15 | $2.00 | $4.18 | $3.99 | $3.14 | $2.79 | |
| Dividend / Share | $2.48 | $2.36 | $2.28 | $2.20 | $3.05 | $2.56 | $3.44 | $3.82 | $2.12 | $1.54 | $1.50 | $1.88 | |
| EPS (TTM) | $2.97 | $2.97 | $2.60 | $3.47 | $4.31 | $1.57 | $2.79 | $2.40 | $1.96 | $2.00 | $1.41 | $1.65 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.5% | 5.7% | -13.6% | -2.9% | 36.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.64% | -4.0% | 4.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.00% | 14.2% | -25.1% | -19.5% | 174.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -5.1% | -11.7% | 18.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1.3% | 17.2% | -24.6% | -19.1% | 176.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -3.6% | -10.6% | 19.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 0.71% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $556M | $517M | $490M | $567M | $584M | $428M | $411M | $381M | $379M | $350M | $329M | $314M | |
| Net Income TTM | $153M | $151M | $129M | $171M | $211M | $77M | $135M | $114M | $92M | $93M | $65M | $76M | |
| Market Cap | $3.20B | $4.67B | $4.22B | $3.55B | $5.02B | $3.97B | $2.97B | $1.59B | $2.19B | $1.54B | $1.39B | $1.88B | |
| P/E | 21.1 | 31.1 | 29.1 | 18.6 | 21.5 | 47.3 | 22.5 | 14.3 | 24.1 | 16.8 | 21.6 | 25.5 | |
| P/S | 5.8 | 9.0 | 8.6 | 6.3 | 8.6 | 9.3 | 7.2 | 4.2 | 5.8 | 4.4 | 4.2 | 6.0 | |
| P/B | 5.7 | 9.1 | 11.1 | 10.5 | 19.7 | 22.8 | 13.9 | 7.1 | 7.9 | 5.8 | 6.0 | 8.3 | |
| P / Tangible Book | 5.9 | 9.4 | 11.6 | 11.1 | 21.2 | 25.6 | · | · | · | · | · | · | |
| P / Cash Flow | -26.6 | 48.3 | 24.6 | 57.6 | 20.7 | 44.5 | 21.0 | 21.9 | 34.1 | 13.4 | 15.4 | 34.5 | |
| P / FCF | -25.3 | 54.9 | 36.7 | 61.9 | 20.9 | 45.8 | 21.4 | 23.0 | 35.9 | 14.7 | 15.9 | 38.7 | |
| Dividend Yield | 4.0% | 2.5% | 2.7% | 3.0% | 2.9% | 3.1% | 5.5% | 11.2% | 4.5% | 4.6% | 4.9% | 4.5% | |
| Earnings Yield | 4.7% | 3.2% | 3.4% | 5.4% | 4.7% | 2.1% | 4.5% | 7.0% | 4.1% | 5.9% | 4.6% | 3.9% | |
| Payout Ratio | 82.8% | 78.8% | 87.1% | 62.8% | 69.8% | 159.9% | 120.9% | 157.1% | 106.9% | 76.2% | 105.6% | 111.6% | |
| Annual Payout | $127M | $119M | $112M | $107M | $148M | $122M | $163M | $179M | $98M | $71M | $68M | $84M |
Estado de resultados
| 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 | $153M | $146M | $144M | $142M | $136M | $134M | $140M | $133M | $122M | $123M | $119M | $124M | $121M | $126M | $125M | $140M | |
| SG&A Expense | $19M | $19M | $19M | $17M | $18M | $17M | $16M | $15M | $15M | $15M | $17M | $16M | $17M | $17M | $15M | $14M | |
| Operating Expenses | $100M | $96M | $103M | $93M | $93M | $89M | $90M | $88M | $83M | $82M | $81M | $83M | $80M | $81M | $79M | $83M | |
| Operating Income | $53M | $50M | $40M | $49M | $43M | $45M | $49M | $45M | $38M | $40M | $38M | $41M | $41M | $45M | $47M | $57M | |
| Other Non-op | $-166.0K | $7M | $-991.0K | $859.0K | $-3M | $8M | $3M | $-2M | $-483.0K | $134.0K | $-2M | $1M | $-1M | $-1M | $-5M | $2M | |
| Pretax Income | $72M | $57M | $42M | $56M | $54M | $53M | $56M | $68M | $41M | $45M | $55M | $36M | $43M | $47M | $50M | $55M | |
| Income Tax | $16M | · | · | · | $12M | · | · | $12M | $11M | $11M | · | $11M | $11M | $10M | $13M | $16M | |
| Net Income | $49M | $42M | $35M | $42M | $37M | $40M | $46M | $40M | $32M | $34M | $30M | $32M | $32M | $35M | $32M | $45M | |
| EPS (Basic) | $0.96 | $0.82 | $0.68 | $0.81 | $0.72 | $0.78 | $0.90 | $0.78 | $0.63 | $0.69 | $0.61 | $0.65 | $0.64 | $0.72 | $0.68 | $0.91 | |
| EPS (Diluted) | $0.95 | $0.82 | $0.67 | $0.81 | $0.72 | $0.77 | $0.89 | $0.77 | $0.63 | $0.68 | $0.60 | $0.65 | $0.64 | $0.71 | $0.66 | $0.90 | |
| Shares (Basic) | 51,545,000 | 51,441,000 | · | 51,205,000 | 51,165,000 | 51,058,000 | · | 50,778,000 | 50,419,000 | 49,569,000 | · | 49,351,000 | 49,315,000 | 49,199,000 | · | 48,815,000 | |
| Shares (Diluted) | 51,861,000 | 51,595,000 | · | 51,572,000 | 51,471,000 | 51,418,000 | · | 51,428,000 | 50,770,000 | 49,835,000 | · | 49,617,000 | 49,463,000 | 49,402,000 | · | 49,317,000 | |
| EBITDA | $55M | $53M | · | $51M | $46M | $48M | · | $47M | $41M | $43M | · | $42M | $42M | $46M | · | $58M |
Balance general
| 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 | $59M | $53M | $145M | $98M | $95M | $65M | $183M | $106M | $122M | $100M | $187M | $133M | $178M | $150M | $247M | $162M | |
| Receivables | · | · | $80M | · | · | · | $74M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $61M | $62M | $65M | $67M | $68M | $68M | $69M | $70M | $70M | $68M | · | $52M | $36M | $12M | · | $9M | |
| PP&E (Gross) | · | · | $100M | · | · | · | $94M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $35M | · | · | · | $26M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | $19M | · | · | · | $18M | · | · | · | $18M | · | · | · | $18M | · | |
| Total Assets | $901M | $855M | $877M | $802M | $751M | $835M | $812M | $728M | $784M | $681M | · | $674M | $625M | $623M | · | $506M | |
| Capital Leases | · | · | $138M | $140M | $142M | $140M | $141M | $141M | $141M | $141M | · | $133M | $116M | $138M | · | $16M | |
| Total Liabilities | $206M | $188M | $243M | $222M | $209M | $194M | $237M | $215M | $200M | $206M | · | $218M | $181M | $194M | · | $113M | |
| Common Stock | $589.0K | $589.0K | $583.0K | $582.0K | $582.0K | $582.0K | $575.0K | $574.0K | $574.0K | $564.0K | · | $558.0K | $558.0K | $558.0K | · | $550.0K | |
| Paid-in Capital | $1.02B | $1.00B | $993M | $982M | $969M | $956M | $943M | $932M | $916M | $832M | · | $806M | $794M | $781M | · | $755M | |
| Retained Earnings | $-85M | $-99M | $-106M | $-108M | $-118M | $-122M | $-129M | $-144M | $-153M | $-154M | · | $-159M | $-162M | $-165M | · | $-176M | |
| Treasury Stock | $338M | $338M | $321M | $320M | $319M | $319M | $293M | $291M | $291M | $291M | · | $271M | $271M | $271M | · | $249M | |
| AOCI | $-5M | $-5M | $-5M | $-4M | $-4M | $-8M | $-10M | $-5M | $-9M | $-9M | · | $-10M | $-9M | $-9M | · | $-15M | |
| Stockholders' Equity | $589M | $563M | $562M | $550M | $529M | $508M | $512M | $491M | $463M | $379M | · | $367M | $353M | $337M | · | $316M | |
| Liabilities + Equity | $901M | $855M | $877M | $802M | $751M | $835M | $812M | $728M | $784M | $681M | · | $674M | $625M | $623M | · | $506M | |
| Shares Outstanding | 51,416,875 | 51,402,576 | 51,032,114 | 51,004,418 | 50,993,657 | 50,976,952 | 50,574,641 | 50,555,483 | · | · | 49,155,000 | · | · | · | 48,723,000 | · |
Flujo de Efectivo
| 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 | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $801.0K | $839.0K | $988.0K | $1M | $1M | |
| Stock-based Comp | $11M | $11M | $10M | $12M | $12M | $11M | $11M | $15M | $14M | $13M | $11M | $11M | $12M | $11M | $13M | $12M | |
| Deferred Tax | $-585.0K | $8M | $-1M | $-1M | $-2M | $6M | $-396.0K | $-1M | $-3M | $4M | $9M | $-8M | $-3M | $3M | $246.0K | $-3M | |
| Other Non-cash | · | $-115M | · | · | · | $-168M | · | · | · | $-49M | · | · | · | $-65M | · | · | |
| Operating Cash Flow | $67M | $-51M | $1M | $55M | $-68M | $-109M | $35M | $26M | $31M | $5M | $59M | $75M | $54M | $-15M | $58M | $52M | |
| CapEx | · | · | $282.0K | $2M | $2M | $1M | $2M | $1M | $4M | $4M | $11M | $26M | $16M | $5M | $1M | $1M | |
| Investing Cash Flow | $-35M | $-25M | $39M | $-35M | $3M | $2M | $23M | $-39M | $-74M | $-29M | $13M | $-97M | $4M | $-35M | $42M | $-1M | |
| Stock Issued | · | $401.0K | · | · | · | $329.0K | · | · | · | $357.0K | $156.0K | $229.0K | $291.0K | $387.0K | $162.0K | $201.0K | |
| Stock Repurchased | $394.0K | $17M | $2M | $258.0K | $621.0K | $26M | $2M | $68.0K | $134.0K | $19M | $858.0K | $50.0K | $187.0K | $20M | $944.0K | $113.0K | |
| Net Stock Activity | · | $-17M | · | · | · | $-26M | · | · | · | $-19M | · | · | · | $-20M | · | · | |
| Dividends Paid | $35M | $35M | $32M | $32M | $32M | $32M | $30M | $30M | $30M | $29M | $28M | $28M | $28M | $28M | $27M | $27M | |
| Financing Cash Flow | $-27M | $-14M | $8M | $-17M | $94M | $-11M | $13M | $4M | $66M | $-64M | $-20M | $-22M | $-31M | $-47M | $-20M | $-10M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | $-89M | · | $-44M | $27M | $-96M | · | $41M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | $1M | · | · | · | $3M | · | · | |
| Free Cash Flow | · | · | · | · | · | $-110M | · | · | · | $537.0K | · | · | · | $-20M | · | · |
Rentabilidad
| 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 | 34.5% | 34.4% | · | 34.5% | 31.8% | 33.6% | · | 33.7% | 31.6% | 32.8% | · | 33.0% | 33.9% | 35.6% | · | 40.9% | |
| Net Margin | 32.3% | 29.1% | · | 29.4% | 27.1% | 29.6% | · | 29.8% | 26.1% | 27.7% | · | 26.0% | 26.3% | 28.0% | · | 31.9% | |
| Pretax Margin | 47.1% | 39.3% | · | 39.2% | 39.6% | 39.4% | · | 50.7% | 33.7% | 36.9% | · | 28.9% | 36.0% | 36.9% | · | 39.5% | |
| EBITDA Margin | 36.3% | 36.2% | · | 36.3% | 33.6% | 35.4% | · | 35.4% | 33.4% | 34.6% | · | 33.7% | 34.5% | 36.4% | · | 41.7% | |
| ROA | 6.0% | 5.0% | · | 5.5% | 4.8% | 5.2% | · | 5.7% | 4.5% | 5.2% | · | 5.5% | 5.3% | 5.9% | · | 9.1% | |
| ROE | 8.8% | 7.9% | · | 8.0% | 7.4% | 9.0% | · | 9.2% | 7.8% | 9.5% | · | 9.4% | 9.9% | 11.9% | · | 15.4% | |
| ROIC | 6.9% | · | · | · | · | · | · | 7.5% | 6.1% | 8.1% | · | 7.9% | 8.6% | 10.4% | · | 13.0% |
Eficiencia
| 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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.46 | $10.96 | · | $10.79 | $10.36 | $9.96 | · | $9.71 | · | · | · | · | · | · | · | · | |
| Revenue / Share | $2.94 | $2.82 | · | $2.75 | $2.64 | $2.62 | · | $2.59 | $2.40 | $2.46 | · | $2.49 | $2.44 | $2.55 | · | $2.84 | |
| Cash Flow / Share | · | $-1.00 | · | · | · | $-2.12 | · | · | · | $0.10 | · | · | · | $-0.30 | · | · | |
| Cash / Share | $1.15 | $1.03 | · | $1.92 | $1.87 | $1.28 | · | $2.11 | · | · | · | · | · | · | · | · | |
| Dividend / Share | $0.67 | $0.67 | $0.62 | $0.62 | $0.62 | $0.62 | $0.59 | $0.59 | $0.59 | $0.59 | $0.57 | $0.57 | $0.57 | $0.57 | $0.55 | $0.55 | |
| EPS (TTM) | $3.25 | $3.02 | · | $3.19 | $3.15 | $3.06 | · | $2.68 | $2.56 | $2.57 | · | $2.66 | $2.91 | $3.33 | · | $4.12 |
Valoración (TTM)
| 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 | $584M | $567M | · | $552M | $544M | $529M | · | $497M | $487M | $486M | · | $496M | $512M | $539M | · | $601M | |
| Net Income TTM | $168M | $156M | · | $164M | $162M | $157M | · | $135M | $128M | $128M | · | $132M | $144M | $164M | · | $203M | |
| Market Cap | $3.91B | $3.22B | · | $3.35B | $3.84B | $4.09B | · | $4.85B | · | · | · | · | · | · | · | · | |
| P/E | 23.4 | 20.7 | · | 20.6 | 23.9 | 26.2 | · | 35.8 | 28.3 | 29.9 | · | 23.6 | 19.9 | 19.2 | · | 15.2 | |
| P/S | 6.7 | 5.7 | · | 6.1 | 7.1 | 7.7 | · | 9.8 | · | · | · | · | · | · | · | · | |
| P/B | 6.6 | 5.7 | · | 6.1 | 7.3 | 8.1 | · | 9.9 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 6.6 | 5.7 | · | 6.1 | 7.3 | 8.1 | · | 9.9 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | -62.6 | · | · | · | -37.5 | · | · | · | · | · | · | · | · | · | · | |
| Dividend Yield | 3.4% | 4.0% | · | 3.7% | 3.2% | 3.0% | · | 2.4% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 4.3% | 4.8% | · | 4.9% | 4.2% | 3.8% | · | 2.8% | 3.5% | 3.3% | · | 4.2% | 5.0% | 5.2% | · | 6.6% | |
| Payout Ratio | · | 81.5% | · | · | · | 79.7% | · | · | · | 86.2% | · | · | · | 79.6% | · | · | |
| Annual Payout | $133M | $130M | · | $125M | $123M | $122M | · | $117M | $115M | $114M | · | $111M | $110M | $109M | · | $163M |
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 |
|---|---|---|---|---|---|
| Ingresos | $556M | $517M | $490M | $567M | $584M |
| Margen Operativo % | 32.0% | 33.4% | 33.6% | 38.1% | 44.6% |
| Beneficio neto | $153M | $151M | $129M | $171M | $211M |
| EPS Diluido | $2.97 | $2.97 | $2.60 | $3.47 | $4.31 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-126M | $85M | $115M | $57M | $240M |
Propietarios institucionales (13F) 330 declarantes · $2.4B 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
330
Valor en tenencia
$2.4B
Nuevas posiciones
48
Posiciones cerradas
28
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 48 (-7 vs trimestre anterior) | 28 (-5 vs trimestre anterior) | 139 (+39 vs trimestre anterior) | 67 (-22 vs trimestre anterior) | +1.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $343 390 228 | 4 509 985 | 14,20% | Acciones |
| VANGUARD GROUP INC | $203 246 922 | 3 237 447 | 8,40% | Acciones |
| WASATCH ADVISORS LP | $131 199 157 | 2 097 509 | 5,43% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $129 586 854 | 1 701 955 | 5,36% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $96 032 184 | 1 261 258 | 3,97% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $91 270 985 | 1 198 753 | 3,77% | Acciones |
| STATE STREET CORP | $90 783 473 | 1 192 323 | 3,75% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $81 043 340 | 1 064 399 | 3,35% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $73 291 679 | 962 591 | 3,03% | Acciones |
| GOLDMAN SACHS GROUP INC | $70 350 901 | 923 968 | 2,91% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $67 462 239 | 885 879 | 2,79% | Acciones |
| Copeland Capital Management, LLC | $58 532 530 | 768 748 | 2,42% | Acciones |
| MORGAN STANLEY | $43 385 585 | 569 812 | 1,79% | Acciones |
| Boston Trust Walden Corp | $40 700 561 | 534 549 | 1,68% | Acciones |
| Woodline Partners LP | $39 488 717 | 518 633 | 1,63% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $36 940 006 | 485 159 | 1,53% | Acciones |
| Nuveen, LLC | $35 263 289 | 463 138 | 1,46% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $34 390 852 | 451 679 | 1,42% | Acciones |
| Bank of New York Mellon Corp | $32 513 619 | 427 024 | 1,34% | Acciones |
| DAVENPORT & Co LLC | $32 031 376 | 424 183 | 1,32% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $28 163 805 | 369 895 | 1,16% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $27 743 741 | 364 378 | 1,15% | Acciones |
| Invesco Ltd. | $27 460 423 | 360 657 | 1,14% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $26 942 977 | 353 861 | 1,11% | Acciones |
| NORGES BANK | $26 927 139 | 353 653 | 1,11% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $26 791 610 | 351 873 | 1,11% | Acciones |
| NORTHERN TRUST CORP | $26 264 036 | 344 944 | 1,09% | Acciones |
| MetLife Investment Management, LLC | $21 558 280 | 283 140 | 0,89% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $19 572 914 | 257 065 | 0,81% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $18 285 758 | 240 160 | 0,76% | Acciones |
| Clearbridge Investments, LLC | $16 880 999 | 221 710 | 0,70% | Acciones |
| FMR LLC | $15 422 150 | 202 550 | 0,64% | Acciones |
| GABELLI FUNDS LLC | $15 218 254 | 199 872 | 0,63% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $15 113 714 | 198 499 | 0,62% | Acciones |
| Aristotle Capital Boston, LLC | $13 192 228 | 173 262 | 0,55% | Acciones |
| BANK OF AMERICA CORP /DE/ | $13 121 436 | 172 333 | 0,54% | Acciones |
| BAMCO INC /NY/ | $11 688 328 | 153 511 | 0,48% | Acciones |
| BOURGEON CAPITAL MANAGEMENT LLC | $11 068 853 | 145 375 | 0,46% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $10 328 467 | 135 651 | 0,43% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $10 259 793 | 134 749 | 0,42% | Acciones |
| NICHOLAS COMPANY, INC. | $9 568 133 | 125 665 | 0,40% | Acciones |
| JPMORGAN CHASE & CO | $9 189 623 | 120 637 | 0,38% | Acciones |
| LANDMARK INVESTMENT PARTNERS, L.P. | $9 161 360 | 108 850 | 0,38% | Acciones |
| Public Sector Pension Investment Board | $8 930 156 | 117 286 | 0,37% | Acciones |
| SEI INVESTMENTS CO | $8 917 022 | 117 110 | 0,37% | Acciones |
| UBS Group AG | $7 818 969 | 102 692 | 0,32% | Acciones |
| Marathon Partners Equity Management, LLC | $7 614 000 | 100 000 | 0,31% | Acciones |
| Creative Planning | $7 122 729 | 93 548 | 0,29% | Acciones |
| ProShare Advisors LLC | $6 985 007 | 91 739 | 0,29% | Acciones |
| ALPS ADVISORS INC | $6 788 262 | 89 155 | 0,28% | Acciones |
Informantes de la empresa 34 insiders · 14 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joseph M Harvey | Chief Executive Officer | 20 de agosto de 2026 A | 1 340 350 | 0 | 0 | $0 |
| Amit Muni | Chief Financial Officer, EVP | 20 de agosto de 2026 A | 11 657 | 0 | 0 | $0 |
| Michael Donohue | Interim CFO, SVP | 21 de mayo de 2026 A | 32 511 | 0 | 0 | $0 |
| Jon Cheigh | President and CIO | 20 de agosto de 2026 A | 95 368 | 0 | 1 | $-753 375 |
| Adam M Derechin | Chief Operating Officer, EVP | 20 de agosto de 2026 A | 535 997 | 0 | 0 | $0 |
| Daniel Noonan | Executive Vice President | 20 de agosto de 2026 A | 29 043 | 0 | 1 | $-337 159 |
| Brandon Brown | Executive Vice President | 20 de agosto de 2026 A | 18 064 | 0 | 0 | $0 |
| Elena Dulik | Chief Accounting Officer, SVP | 20 de agosto de 2026 A | 22 185 | 0 | 1 | $-91 476 |
| Francis C Poli | GC, Secretary, EVP | 20 de agosto de 2026 A | 56 352 | 0 | 3 | $-1 293 667 |
| Robert Hamilton Steers | Executive Chairman | 30 de enero de 2026 A | 136 744 | 20 | 0 | $11 201 967 |
| Charles Daniel P | Executive Vice President | 31 de julio de 2025 A | 56 678 | 0 | 0 | $0 |
| Michele Nolty | Executive Vice President | 26 de agosto de 2021 A | 14 129 | 0 | 0 | $0 |
| John Todd Glickson | Executive Vice President | 2 de junio de 2020 A | 57 509 | 0 | 0 | $0 |
| Douglas R Bond | Executive Vice President | 27 de enero de 2006 A | 482 753 | 0 | 0 | $0 |
| Edmond D Villani | Consejero | 2 de octubre de 2026 G | 32 025 | 0 | 0 | $0 |
| Lisa Dolly | Consejero | 1 de octubre de 2026 A | 3 171 | 0 | 0 | $0 |
| Dasha Smith | Consejero | 1 de octubre de 2026 A | 10 642 | 0 | 0 | $0 |
| Karen Wilson Thissen | Consejero | 1 de octubre de 2026 A | 2 906 | 0 | 0 | $0 |
| Reena Aggarwal | Consejero | 1 de octubre de 2026 A | 17 789 | 0 | 0 | $0 |
| Frank T Connor | Consejero | 1 de octubre de 2026 A | 24 759 | 0 | 0 | $0 |
| Martin Cohen | Consejero | 1 de octubre de 2026 A | 950 809 | 4 | 0 | $5 982 413 |
| Raja A Dakkuri | · | 24 de junio de 2025 F | 22 373 | 0 | 0 | $0 |
| Richard P Simon | · | 20 de febrero de 2025 A | 16 429 | 0 | 0 | $0 |
| Peter L Rhein | · | 20 de febrero de 2025 A | 19 821 | 0 | 0 | $0 |
| Matthew S. Stadler | · | 23 de mayo de 2024 A | 147 846 | 0 | 0 | $0 |
| Alicia Dee | · | 25 de mayo de 2023 A | 5 400 | 0 | 0 | $0 |
| Anthony D. Ialeggio | · | 31 de enero de 2014 D | 29 209 | 0 | 0 | $0 |
| Bernard Winograd | · | 2 de enero de 2014 A | 27 402 | 0 | 0 | $0 |
| Bernard Matthew Doucette | · | 5 de febrero de 2013 S | 10 307 | 0 | 0 | $0 |
| Richard Bruce | · | 9 de mayo de 2012 S | 21 758 | 0 | 0 | $0 |
| John J Mccombe | · | 31 de enero de 2008 F | 232 592 | 0 | 0 | $0 |
| James Scott Corl | · | 2 de enero de 2008 F | 291 652 | 0 | 0 | $0 |
| Lawrence B Stoller | · | 27 de enero de 2007 F | 354 027 | 0 | 0 | $0 |
| Victor M. Gomez | · | 2 de junio de 2006 S | 160 458 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 56 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 |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 2,69% | 152 NS | 31 de julio de 2026 | N-PORT |
| PEY · Invesco Exchange-Traded Fund Trust | 1,41% | 207 659 SH | 2 de octubre de 2026 | Diario |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,70% | 22 119 SH | 2 de octubre de 2026 | Diario |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,58% | 23 021 SH | 2 de octubre de 2026 | Diario |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,49% | 1 827 SH | 2 de octubre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,46% | 16 565 SH | 2 de octubre de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,29% | 46 107 NS | 31 de julio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,18% | 261 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,14% | 259 191 SH | 11 de septiembre de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,14% | 4 383 SH | 2 de octubre de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,12% | 31 808 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,12% | 28 554 SH | 19 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,11% | 6 909 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,11% | 97 104 SH | 19 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,11% | 15 199 SH | 19 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,10% | 1 078 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,09% | 33 965 SH | 2 de octubre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 7 637 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,09% | 166 016 NS | 31 de julio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,08% | 13 624 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,07% | 751 268 SH | 11 de septiembre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 163 676 SH | 19 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,07% | 11 457 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,06% | 374 887 SH | 19 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,06% | 4 175 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,04% | 5 615 SH | 11 de septiembre de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,04% | 10 079 SH | 2 de octubre de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 648 797 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,03% | 46 061 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 7 630 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 1 875 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 1 362 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 317 826 SH | 19 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,02% | 5 184 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 106 702 NS | 31 de julio de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,01% | 1 464 SH | 1 de octubre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 5 235 NS | 31 de julio de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 109 650 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 1 596 SH | 19 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 14 628 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 1 134 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 9 458 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 8 182 SH | 9 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 37 781 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 896 027 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 18 903 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 395 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 6 307 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 1 692 952 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 121 150 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 134 377 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 19 293 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 3 841 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 1 333 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 3 110 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 12 225 SH | 11 de septiembre de 2026 | Diario |
CNS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 10 analistas
VENTA
Objetivo mediano
$80.00
+9,6%
0 0,0%
Compra fuerte
1 10,0%
Compra
3 30,0%
Mantener
5 50,0%
Venta
1 10,0%
Venta fuerte
Precio objetivo a 12 meses
3 analistas · 2026-10-03Objetivo medio $76.33 +4,5%
Ahora
Precio Actual $73.02
Mín$60.00
Media$76.33
Máx$89.00
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 |
|---|---|---|---|---|---|---|
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | · |
| OBDC | $6.21B | 10.0 | · | · | 8.3% | · |
| HLNE | · | · | 6.5% | 32.8% | 30.5% | · |
| OTF | $6.75B | 7.9 | · | · | 9.0% | · |
| FHI | · | 10.2 | 10.3% | 22.4% | 34.9% | · |
| AAMI | · | 21.3 | 11.5% | 14.2% | · | · |
| GBDC | $3.64B | 9.6 | · | · | 9.4% | · |
| AB | · | · | · | · | · | · |
| HTGC | · | · | · | · | · | · |
| FSK | $4.15B | 370.2 | · | · | 0.18% | · |
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Fuente: SEC 10-Q presentada el Jul 31, 2026