CRVL CorVel Corp. - Common Stock
$69,28
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$45–$93
50% of range
Calificación del Analista
—
Precio Objetivo
—
P/E (TTM)
32.4
ROE
29.1%
Margen de Beneficio Neto
11.5%
Acerca de CorVel Corp. - Common Stock Descripción general de la empresa de Wikipedia
CorVel Corporation is an American technology company.
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CorVel Corporation is an American technology company.
History
In 1987, Gordon Clemons joined with Jim Michael and Jeffrey Michael, investors from Minnesota, and founded CorVel Corporation (originally named FORTIS). Three small vocational rehabilitation firms were consolidated to form the initial foundation of the new company, valued at approximately $2 million with over 200 associates.
Within two years, the company expanded to 51 American locations, and they entered the medical bill review and medical case management business.
In 1991, the company first issued stock to the public and began trading on the NASDAQ at a market capitalization value of $46 million. The offering raised $3.5 million, net of the repayment of venture funding. The following year, the Fortis name was sold, raising $4 million and the company changed its name to CorVel Corporation. With the funding from the name sale, CorVel began building a national preferred provider organization (PPO).
During the mid '90s, CorVel doubled its office network again, and expanded its software offerings. PPO services became an important part of most healthcare management sales. Out of network medical review was added to the portfolio of provider programs.
By 2005, CorVel grew to over 2,000 clients and 15% compounded annual stock growth.
In March 2009, the company continued to expand its workers' compensation claims management solutions. During the March quarter, CorVel completed the acquisition of a third party administrator (TPA) in New York, the company's third acquisition in its TPA expansion effort. Software development efforts have been focused on the incorporation of artificial intelligence capabilities and workflow management tools in to the claims' management systems in order to enable CorVel's unique process.
In August 2010, CorVel introduced a provider look up app that can be accessed in the Apple Store and Google Play. This mobile app provides access to locate network doctors, specialists, hospitals and other facilities near the user.
In August 2011, the company also introduced a claim intake app available from Apple that provides mobile access to report workplace incidents and injuries.
In March 2012, the company announced revenues for the quarter ended March 31, 2012, that were a 4% increase over the previous quarter in 2011.
In September 2014, CorVel released a new app (My Care) that provides online access to view indemnity payments, access pharmacy cards, review treatment guidelines and review details of the workplace injury claim. The newest feature of the app provides Touch ID for iPhones that provides secure fingerprint access on iOS devices.
In August 2015, the company announced Telehealth Services as part of their existing Enterprise Comp claims management model to offer immediate access to medical providers for injured workers.
Operations
CorVel had revenues of $592 million for fiscal year ending March 31, 2020.
CorVel is licensed to do business in all 50 states, the District of Columbia and Puerto Rico.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
CRVL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$69.28
Capitalización Bursátil
$3.53B
P/E (TTM)
32.4
BPA (TTM)
$2.14
Ingresos (TTM)
$959M
Rendimiento div.
—
ROE
29.1%
Deuda/Capital
—
Rango 52S
$45 – $93
CRVL 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
$959M
2017-03-31
→
2026-03-31
BPA
$2.14
2017-03-31
→
2026-03-31
Flujo de caja libre
$110M
2017-03-31
→
2026-03-31
Márgenes
11.5%
2019-03-31
→
2026-03-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
CRVL
Mediana de Pares
P/E (TTM)
32.4
35.7
P/S (TTM) (P/V (TTM))
3.7
1.2
P/B (P/C)
8.9
3.1
Price / FCF (Precio / FCF)
32.0
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
CRVL
Mediana de Pares
Gross Margin (Margen Bruto)
24.3%
20.9%
Net Profit Margin (Margen de Beneficio Neto)
11.5%
2.3%
ROA
18.6%
4.3%
ROE
29.1%
6.6%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
CRVL
Mediana de Pares
Current Ratio (Ratio corriente)
2.0
1.5
Quick Ratio (Ratio Rápido)
1.5
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
CRVL
Mediana de Pares
Revenue YoY (Ingresos interanuales)
7.0%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
10.1%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
11.6%
—
EPS YoY (EPS interanual)
16.9%
—
Net Income YoY (Beneficio Neto interanual)
16.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
CRVL
Mediana de Pares
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de diciembre de 2026 | $0.61 | — | — |
| 30 de septiembre de 2026 | $0.47 | — | — |
| 30 de septiembre de 2025 | $0.46 | — | — |
| 31 de marzo de 2025 | $1.25 | — | — |
| 30 de septiembre de 2024 | $0.99 | — | — |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CRVL | $2.78B | 25.5 | 7.0% | 11.5% | 29.1% | 24.3% |
| RDNT | $5.28B | -285.4 | 11.5% | -0.91% | -1.9% | — |
| LFST | $2.73B | — | 13.9% | 0.68% | 0.65% | — |
| BLLN | $0 | 584.6 | 100.0% | 2.4% | 6.5% | 68.3% |
| OPCH | $5.00B | 25.1 | 13.0% | 3.7% | 15.4% | 19.3% |
| PRVA | $2.93B | 131.7 | 22.3% | 1.1% | 3.3% | — |
| AVAH | $1.70B | 7.7 | 20.2% | 9.2% | 246.6% | 33.3% |
| GRDN | — | — | 17.9% | 3.4% | 24.8% | 20.2% |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Cost of Revenue | $726M | $686M | $624M | $560M | $494M | $429M | $466M | $471M | $451M | $414M | |
| Gross Profit | $233M | $210M | $172M | $158M | $152M | $124M | $126M | $125M | $107M | $105M | |
| SG&A Expense | $90M | $89M | $77M | $74M | $68M | $64M | $65M | $63M | $59M | $57M | |
| Pretax Income | $143M | $121M | $95M | $85M | $85M | $59M | $61M | $62M | $48M | $48M | |
| Income Tax | $33M | $26M | $19M | $18M | $18M | $13M | $13M | $15M | $12M | $18M | |
| Net Income | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| EPS (Basic) | $2.15 | $1.85 | $1.48 | $1.28 | $3.74 | $2.59 | $2.59 | $2.48 | $1.90 | $1.52 | |
| EPS (Diluted) | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 | $2.55 | $2.55 | $2.46 | $1.87 | $1.51 | |
| Shares (Basic) | 51,283,000 | 51,379,000 | 51,366,000 | 51,984,000 | 17,753,000 | 17,930,000 | 18,326,000 | 18,794,000 | 18,825,000 | 19,418,000 | |
| Shares (Diluted) | 51,625,000 | 51,994,000 | 52,041,000 | 52,776,000 | 18,127,000 | 18,166,000 | 18,602,000 | 19,008,000 | 19,042,000 | 19,570,000 | |
| EBITDA | $32M | $30M | $26M | $25M | $24M | $23M | · | $23M | $22M | $21M |
Balance general 23
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $233M | $171M | $106M | $71M | $98M | $140M | $83M | $92M | $56M | $29M | |
| Receivables | $101M | $104M | $97M | $81M | $83M | $65M | $66M | $71M | $65M | $63M | |
| Prepaid Expense | $12M | $11M | $11M | $11M | $15M | $8M | $11M | $7M | $7M | $5M | |
| Current Assets | $462M | $387M | $302M | $244M | $265M | $269M | $209M | $215M | $163M | $129M | |
| PP&E (Net) | $118M | $92M | $86M | $83M | $76M | $71M | $76M | $62M | $69M | $63M | |
| PP&E (Gross) | $381M | $334M | $309M | $300M | $284M | $259M | $243M | $240M | $231M | $207M | |
| Accum. Depreciation | $263M | $241M | $223M | $217M | $208M | $189M | $167M | $178M | $161M | $144M | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | |
| Intangibles | $263.0K | $438.0K | $821.0K | $1M | $2M | $2M | $3M | $3M | $3M | $4M | |
| Other Non-current Assets | $618.0K | $454.0K | $1M | $1M | $481.0K | $345.0K | $1M | $756.0K | $1M | $3M | |
| Total Assets | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Accounts Payable | $24M | $15M | $16M | $15M | $14M | $12M | $15M | $10M | $12M | $14M | |
| Accrued Liabilities | $204M | $187M | $168M | $153M | $157M | $149M | $117M | $105M | $85M | $73M | |
| Current Liabilities | $228M | $204M | $184M | $168M | $171M | $162M | $134M | $117M | $98M | $90M | |
| Capital Leases | $21M | $20M | $23M | $24M | $30M | $42M | $85M | $0 | · | · | |
| Deferred Tax | · | · | · | $0 | $2M | $0 | $8M | $6M | $5M | $7M | |
| Total Liabilities | $249M | $224M | $207M | $192M | $203M | $204M | $227M | $123M | $103M | $97M | |
| Common Stock | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | |
| Retained Earnings | $1.01B | $903M | $808M | $732M | $665M | $599M | $553M | $505M | $458M | $423M | |
| Treasury Stock | $888M | $832M | $794M | $748M | $655M | $564M | $532M | $466M | $431M | $420M | |
| Stockholders' Equity | $394M | $322M | $248M | $202M | $212M | $220M | $190M | $195M | $171M | $139M | |
| Liabilities + Equity | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Shares Outstanding | 50,909,297 | 51,359,544 | 51,386,688 | 17,169,500 | 17,569,087 | 17,876,090 | 17,968,966 | 18,557,794 | 18,912,907 | 18,937,233 |
Flujo de Efectivo 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $30M | $26M | $25M | $24M | $23M | $23M | $23M | $22M | $21M | |
| Stock-based Comp | $5M | $6M | $5M | $6M | $5M | $5M | $4M | $4M | $3M | $2M | |
| Deferred Tax | $5M | $-5M | $-3M | $-2M | $2M | $-8M | $1M | $1M | $-874.0K | $-1M | |
| Amort. of Intangibles | $175.0K | $383.0K | $423.0K | $425.0K | $435.0K | $435.0K | $435.0K | $440.0K | $437.0K | $437.0K | |
| Other Non-cash | $3M | $2M | $-5M | $-13M | $-31M | $28M | · | $3M | $2M | $413.0K | |
| Operating Cash Flow | $156M | $127M | $99M | $82M | $67M | $94M | $81M | $79M | $62M | $52M | |
| CapEx | $45M | $36M | $29M | $26M | $30M | $17M | $32M | $15M | $28M | $31M | |
| Investing Cash Flow | $-45M | $-36M | $-29M | $-26M | $-30M | $-17M | $-32M | $-15M | $-28M | $-31M | |
| Stock Repurchased | $56M | $38M | $46M | $94M | $90M | $33M | $66M | $35M | $11M | $28M | |
| Net Stock Activity | $-56M | $-38M | $-46M | $-94M | $-90M | $-33M | · | $-35M | $-11M | $-28M | |
| Financing Cash Flow | $-48M | $-27M | $-36M | $-82M | $-80M | $-21M | $-57M | $-27M | $-7M | $-25M | |
| Net Change in Cash | $62M | $65M | $34M | $-26M | $-42M | $56M | $-8M | $36M | $27M | $-4M | |
| Taxes Paid | $31M | $28M | $23M | · | · | · | · | · | · | · | |
| Free Cash Flow | $110M | $92M | $70M | $56M | $37M | $77M | · | $63M | $34M | $21M |
Rentabilidad 6
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% | 22.4% | · | 20.9% | · | · | |
| Net Margin | 11.5% | 10.6% | 9.6% | 9.2% | 10.3% | 8.4% | · | 7.8% | · | · | |
| Pretax Margin | 14.9% | 13.5% | 12.0% | 11.8% | 13.1% | 10.7% | · | 10.3% | · | · | |
| EBITDA Margin | 3.3% | 3.3% | 3.3% | 3.5% | 3.7% | 4.2% | · | 3.9% | · | · | |
| ROA | 18.6% | 19.0% | 18.0% | 16.4% | 15.8% | 11.0% | · | 15.8% | 14.0% | 12.9% | |
| ROE | 29.1% | 30.6% | 31.7% | 33.4% | 31.1% | 21.6% | · | 24.1% | 21.5% | 21.8% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.4 | |
| Quick Ratio | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 | 1.3 | · | 1.4 | 1.2 | 1.0 |
Eficiencia 2
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.8 | 1.9 | 1.8 | 1.5 | 1.3 | · | 2.0 | · | · | |
| Receivables Turnover | 9.3 | 8.9 | 8.9 | 8.8 | 8.8 | 8.5 | · | 8.7 | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.0% | 12.6% | 10.7% | 11.2% | 16.9% | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.1% | 11.5% | 12.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.9% | 24.5% | 16.7% | -65.6% | 43.5% | · | · | · | · | · | |
| EPS CAGR 3Y | 19.3% | -20.6% | -16.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -3.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.0% | 24.8% | 14.9% | -0.07% | 43.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 18.5% | 12.7% | 18.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Net Income TTM | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| Market Cap | $2.78B | $5.75B | $1.50B | $1.09B | $986M | $611M | · | $404M | $319M | $275M | |
| P/E | 25.5 | 61.2 | 59.6 | 50.3 | 15.3 | 13.4 | 7.1 | 8.8 | 9.0 | 9.6 | |
| P/S | 2.9 | 6.4 | 1.9 | 1.5 | 1.5 | 1.1 | · | 0.7 | 0.6 | 0.5 | |
| P/B | 7.1 | 17.9 | 6.1 | 5.4 | 4.6 | 2.8 | · | 2.1 | 1.9 | 2.0 | |
| P / Tangible Book | 7.8 | 20.2 | 7.1 | 6.6 | 5.7 | 3.4 | · | · | · | · | |
| P / Cash Flow | 17.9 | 45.2 | 15.1 | 13.2 | 14.7 | 6.5 | · | 5.1 | 5.1 | 5.3 | |
| P / FCF | 25.2 | 62.8 | 21.4 | 19.5 | 26.4 | 7.9 | · | 6.4 | 9.2 | 13.1 | |
| Earnings Yield | 3.9% | 1.6% | 1.7% | 2.0% | 6.5% | 7.5% | 14.0% | 11.3% | 11.1% | 10.4% |
Estado de resultados 12
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $260M | $249M | $236M | $240M | $235M | $232M | $228M | $224M | $212M | $207M | $202M | $196M | $190M | $185M | $179M | $177M | |
| Cost of Revenue | $192M | $186M | $181M | $181M | $178M | $174M | $175M | $174M | $164M | $164M | $160M | $151M | $148M | $143M | $139M | $141M | |
| Gross Profit | $68M | $63M | $55M | $58M | $57M | $58M | $53M | $51M | $48M | $43M | $42M | $44M | $42M | $42M | $40M | $36M | |
| SG&A Expense | $24M | $23M | $23M | $22M | $21M | $25M | $22M | $22M | $20M | $21M | $20M | $20M | $16M | $19M | $18M | $18M | |
| Pretax Income | $43M | $40M | $32M | $36M | $35M | $33M | $31M | $29M | $28M | $23M | $22M | $25M | $25M | $23M | $22M | $19M | |
| Income Tax | $11M | $9M | $8M | $8M | $8M | $7M | $7M | $5M | $6M | $3M | $5M | $5M | $6M | $4M | $5M | $4M | |
| Net Income | $32M | $31M | $24M | $28M | $27M | $26M | $24M | $23M | $22M | $19M | $17M | $20M | $20M | $18M | $17M | $15M | |
| EPS (Basic) | $0.63 | $0.61 | $0.47 | $0.54 | $0.53 | $0.51 | $0.46 | $0.46 | $0.42 | $-1.17 | $0.33 | $1.16 | $1.16 | $-1.49 | $0.98 | $0.84 | |
| EPS (Diluted) | $0.63 | $0.61 | $0.47 | $0.54 | $0.52 | $0.50 | $0.46 | $0.45 | $0.42 | $-1.15 | $0.33 | $1.15 | $1.14 | $-1.47 | $0.96 | $0.83 | |
| Shares (Basic) | 50,804,000 | -102,700,000 | 51,317,000 | 51,314,000 | 51,352,000 | -102,774,000 | 51,388,000 | 51,399,000 | 51,366,000 | -34,219,000 | 51,318,000 | 17,123,000 | 17,144,000 | -153,000 | 17,245,000 | 17,386,000 | |
| Shares (Diluted) | 50,928,000 | -103,592,000 | 51,582,000 | 51,723,000 | 51,912,000 | -104,006,000 | 52,038,000 | 52,023,000 | 51,939,000 | -34,668,000 | 51,978,000 | 17,346,000 | 17,385,000 | -164,000 | 17,487,000 | 17,650,000 | |
| EBITDA | $9M | · | · | · | $8M | · | · | · | $7M | · | · | · | $6M | · | · | · |
Balance general 22
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $256M | $233M | $230M | $207M | $202M | $171M | $163M | $138M | $132M | $106M | $107M | $92M | $87M | · | $78M | $76M | |
| Receivables | $111M | $101M | $102M | $105M | $102M | $104M | $106M | $102M | $98M | $97M | $93M | $87M | $84M | · | $83M | $85M | |
| Prepaid Expense | $11M | $12M | $16M | $10M | $9M | $11M | $15M | $13M | $10M | $11M | $14M | $13M | $12M | · | $13M | $12M | |
| Current Assets | $505M | $462M | $464M | $434M | $422M | $387M | $383M | $363M | $333M | $302M | $294M | $282M | $268M | · | $257M | $248M | |
| PP&E (Net) | $122M | $118M | $114M | $111M | $108M | $92M | $91M | $89M | $87M | $86M | $85M | $85M | $84M | · | $82M | $83M | |
| PP&E (Gross) | · | $381M | · | · | · | $334M | · | · | · | $309M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $263M | · | · | · | $241M | · | · | · | $223M | · | · | · | · | · | · | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | · | $37M | $37M | |
| Intangibles | $219.0K | $263.0K | $307.0K | $350.0K | $394.0K | $438.0K | $505.0K | $611.0K | $716.0K | $821.0K | $927.0K | $1M | $1M | · | $1M | $1M | |
| Other Non-current Assets | $1M | $618.0K | $423.0K | $490.0K | $512.0K | $454.0K | $462.0K | $679.0K | $1M | $1M | $1M | $1M | $723.0K | · | $778.0K | $797.0K | |
| Total Assets | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Accounts Payable | $20M | $24M | $26M | $19M | $21M | $15M | $15M | $14M | $12M | $16M | $15M | $15M | $15M | · | $15M | $17M | |
| Accrued Liabilities | $230M | $204M | $220M | $207M | $205M | $187M | $200M | $199M | $182M | $168M | $173M | $171M | $167M | · | $170M | $158M | |
| Current Liabilities | $260M | $228M | $250M | $230M | $235M | $204M | $217M | $213M | $201M | $184M | $188M | $186M | $188M | · | $186M | $176M | |
| Capital Leases | $21M | $21M | $19M | $19M | $20M | $20M | $21M | $23M | $22M | $23M | $23M | $25M | $23M | · | $26M | $25M | |
| Total Liabilities | $281M | $249M | $269M | $249M | $255M | $224M | $238M | $236M | $222M | $207M | $211M | $212M | $211M | · | $213M | $202M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | |
| Retained Earnings | $1.05B | $1.01B | $982M | $958M | $930M | $903M | $877M | $853M | $829M | $808M | $788M | $771M | $751M | · | $713M | $697M | |
| Treasury Stock | $910M | $888M | $868M | $854M | $841M | $832M | $823M | $813M | $803M | · | $785M | $775M | $766M | · | $730M | $707M | |
| Stockholders' Equity | $409M | $394M | $376M | $363M | $343M | $322M | $301M | $283M | $264M | $248M | $234M | $223M | $207M | $202M | $195M | $198M | |
| Liabilities + Equity | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Shares Outstanding | 50,596,284 | 50,909,297 | 51,143,561 | 51,293,374 | 51,325,363 | 51,359,544 | 51,367,173 | 17,135,160 | 17,123,561 | 51,386,688 | 17,099,318 | 17,119,483 | 17,113,915 | · | 17,180,180 | 17,314,186 |
Flujo de Efectivo 12
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $8M | $8M | $8M | $8M | $8M | $7M | $8M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | |
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $950.0K | |
| Deferred Tax | $-340.0K | $6M | $-341.0K | $-349.0K | $-355.0K | $-4M | $-456.0K | $-370.0K | $-268.0K | $-2M | $-270.0K | $-325.0K | $-328.0K | $-907.0K | $-424.0K | $-238.0K | |
| Other Non-cash | $8M | · | · | · | $19M | · | · | · | $11M | · | · | · | $9M | · | · | · | |
| Operating Cash Flow | $50M | $29M | $46M | $25M | $55M | $23M | $42M | $22M | $40M | $15M | $29M | $18M | $37M | $13M | $30M | $10M | |
| CapEx | $7M | $9M | $11M | $10M | $15M | $9M | $10M | $10M | $8M | $10M | $7M | $7M | $5M | $7M | $6M | $5M | |
| Investing Cash Flow | $-7M | $-9M | $-11M | $-10M | $-15M | $-9M | $-10M | $-10M | $-8M | $-10M | $-7M | $-7M | $-5M | $-7M | $-6M | $-5M | |
| Stock Repurchased | $22M | $20M | $14M | $13M | $10M | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $18M | $19M | $23M | $26M | |
| Net Stock Activity | $-22M | · | · | · | $-10M | · | · | · | $-10M | · | · | · | $-18M | · | · | · | |
| Financing Cash Flow | $-20M | $-17M | $-13M | $-10M | $-8M | $-7M | $-8M | $-6M | $-6M | $-7M | $-7M | $-6M | $-16M | $-12M | $-22M | $-23M | |
| Net Change in Cash | $23M | $3M | $23M | $5M | $31M | $8M | $25M | $6M | $26M | $-1M | $15M | $5M | $15M | $-7M | $2M | $-19M | |
| Free Cash Flow | $43M | · | · | · | $40M | · | · | · | $33M | · | · | · | $32M | · | · | · |
Rentabilidad 6
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.1% | · | 23.3% | 24.3% | 24.2% | · | 23.2% | 22.6% | 22.7% | · | 20.8% | 22.6% | 22.0% | · | 22.5% | 20.3% | |
| Net Margin | 12.4% | · | 10.3% | 11.6% | 11.6% | · | 10.4% | 10.4% | 10.2% | · | 8.5% | 10.2% | 10.4% | · | 9.4% | 8.3% | |
| Pretax Margin | 16.7% | · | 13.7% | 15.0% | 15.0% | · | 13.5% | 12.8% | 13.2% | · | 11.1% | 12.6% | 13.4% | · | 12.4% | 10.4% | |
| EBITDA Margin | 3.4% | · | · | · | 3.2% | · | · | · | 3.2% | · | · | · | 3.4% | · | · | · | |
| ROA | 5.0% | · | 4.1% | 4.9% | 5.0% | · | 4.8% | 4.9% | 4.8% | · | 4.0% | 4.8% | 4.8% | · | 4.0% | 3.5% | |
| ROE | 8.6% | · | 7.1% | 8.6% | 9.0% | · | 8.9% | 9.3% | 9.2% | · | 8.0% | 9.5% | 9.6% | · | 8.2% | 7.0% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | · | 1.9 | 1.9 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 1.6 | 1.5 | 1.4 | · | 1.4 | 1.4 | |
| Quick Ratio | 1.4 | · | 1.3 | 1.4 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.1 | 1.0 | 0.9 | · | 0.9 | 0.9 |
Eficiencia 2
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | |
| Receivables Turnover | 2.4 | · | 2.3 | 2.3 | 2.4 | · | 2.3 | 2.4 | 2.3 | · | 2.3 | 2.3 | 2.3 | · | 2.4 | 2.3 |
Valoración (TTM) 10
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $970M | · | $938M | $927M | $899M | · | $871M | $846M | $817M | · | $774M | $751M | $733M | · | $704M | $690M | |
| Net Income TTM | $112M | · | $103M | $102M | $96M | · | $88M | $82M | $78M | · | $75M | $75M | $69M | · | $68M | $65M | |
| Market Cap | $3.16B | · | $3.46B | $3.97B | $5.28B | · | $5.72B | $1.87B | $1.45B | · | $1.41B | $1.12B | $1.10B | · | $832M | $799M | |
| P/E | 28.9 | · | 34.0 | 39.3 | 55.6 | · | 45.4 | 47.0 | 28.1 | · | 22.5 | 15.3 | 16.2 | · | 12.7 | 12.7 | |
| P/S | 3.3 | · | 3.7 | 4.3 | 5.9 | · | 6.6 | 2.2 | 1.8 | · | 1.8 | 1.5 | 1.5 | · | 1.2 | 1.2 | |
| P/B | 7.7 | · | 9.2 | 10.9 | 15.4 | · | 19.0 | 6.6 | 5.5 | · | 6.0 | 5.0 | 5.3 | · | 4.3 | 4.0 | |
| P / Tangible Book | 8.5 | · | 10.2 | 12.2 | 17.3 | · | 21.7 | 7.6 | 6.4 | · | 7.2 | 6.1 | 6.5 | · | 5.3 | 5.0 | |
| P / Cash Flow | 63.4 | · | · | · | 95.9 | · | · | · | 35.9 | · | · | · | 30.1 | · | · | · | |
| P / FCF | 73.4 | · | · | · | 133.4 | · | · | · | 44.3 | · | · | · | 35.0 | · | · | · | |
| Earnings Yield | 3.5% | · | 2.9% | 2.5% | 1.8% | · | 2.2% | 2.1% | 3.6% | · | 4.4% | 6.5% | 6.2% | · | 7.9% | 7.8% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Ingresos | $959M | $896M | $795M | $719M | $646M |
| Margen Bruto % | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% |
| Beneficio neto | $110M | $95M | $76M | $66M | $66M |
| EPS Diluido | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 |
Balance general
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 |
| Ratio Rápido | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 |
Flujo de Efectivo
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $110M | $92M | $70M | $56M | $37M |
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) 305 declarantes · $945.0M 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 |
|---|---|---|---|---|
| 46 (-7 vs trimestre anterior) | 29 (-11 vs trimestre anterior) | 114 (-1 vs trimestre anterior) | 72 (-8 vs trimestre anterior) | +112K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $107 526 648 | 1 719 876 | 11,38% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $95 626 216 | 1 529 530 | 10,12% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $81 169 841 | 1 298 302 | 8,59% | Acciones |
| STATE STREET CORP | $80 603 722 | 1 289 247 | 8,53% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $67 640 638 | 1 081 904 | 7,16% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $56 296 163 | 900 285 | 5,96% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $49 371 919 | 789 698 | 5,22% | Acciones |
| Owls Nest Partners IA, LLC | $25 487 591 | 407 671 | 2,70% | Acciones |
| ALGERT GLOBAL LLC | $23 971 356 | 383 419 | 2,54% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19 559 069 | 312 845 | 2,07% | Acciones |
| Boston Trust Walden Corp | $14 594 669 | 233 440 | 1,54% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $13 710 073 | 219 291 | 1,45% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $13 250 864 | 211 946 | 1,40% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $11 237 032 | 179 735 | 1,19% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $9 090 971 | 145 409 | 0,96% | Acciones |
| NORGES BANK | $8 652 768 | 138 400 | 0,92% | Acciones |
| Rockefeller Capital Management L.P. | $8 652 268 | 138 392 | 0,92% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8 174 052 | 130 743 | 0,86% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 872 393 | 125 918 | 0,83% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $7 253 695 | 116 022 | 0,77% | Acciones |
| Public Sector Pension Investment Board | $6 693 829 | 107 067 | 0,71% | Acciones |
| Quantinno Capital Management LP | $6 610 365 | 105 732 | 0,70% | Acciones |
| Granahan Investment Management, LLC | $6 600 174 | 105 569 | 0,70% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $6 381 416 | 102 070 | 0,68% | Acciones |
| Assenagon Asset Management S.A. | $6 374 039 | 101 952 | 0,67% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $6 302 329 | 100 805 | 0,67% | Acciones |
| BANK OF AMERICA CORP /DE/ | $6 176 851 | 98 798 | 0,65% | Acciones |
| Cubist Systematic Strategies, LLC | $5 279 083 | 68 188 | 0,56% | Acciones |
| Bank of New York Mellon Corp | $5 266 372 | 84 235 | 0,56% | Acciones |
| West Coast Financial LLC | $4 984 009 | 44 512 | 0,53% | Acciones |
| RHUMBLINE ADVISERS | $4 969 504 | 79 487 | 0,53% | Acciones |
| Qube Research & Technologies Ltd | $4 960 462 | 79 342 | 0,52% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $4 790 619 | 87 660 | 0,51% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $4 619 790 | 73 893 | 0,49% | Acciones |
| Point72 Asset Management, L.P. | $4 138 136 | 66 189 | 0,44% | Acciones |
| Voleon Capital Management LP | $4 119 630 | 65 893 | 0,44% | Acciones |
| BlackRock, Inc. | $3 974 584 | 63 573 | 0,42% | Acciones |
| Edgestream Partners, L.P. | $3 900 373 | 62 386 | 0,41% | Acciones |
| REGIONS FINANCIAL CORP | $3 848 544 | 61 557 | 0,41% | Acciones |
| Callan Family Office, LLC | $3 832 789 | 61 305 | 0,41% | Acciones |
| Swiss National Bank | $3 532 380 | 56 500 | 0,37% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $3 466 734 | 55 450 | 0,37% | Acciones |
| PRUDENTIAL FINANCIAL INC | $3 436 037 | 54 959 | 0,36% | Acciones |
| Walleye Capital LLC | $3 308 246 | 52 915 | 0,35% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 222 843 | 51 549 | 0,34% | Acciones |
| Corient Private Wealth LP | $3 183 083 | 50 913 | 0,34% | Acciones |
| Legal & General Group Plc | $2 978 891 | 47 647 | 0,32% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $2 550 691 | 40 798 | 0,27% | Acciones |
| XTX Topco Ltd | $2 485 733 | 39 759 | 0,26% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $2 090 919 | 33 444 | 0,22% | Acciones |
| &PARTNERS | $1 988 073 | 31 780 | 0,21% | Acciones |
| Nebula Research & Development LLC | $1 987 046 | 19 333 | 0,21% | Acciones |
| NewEdge Wealth, LLC | $1 956 126 | 31 288 | 0,21% | Acciones |
| Vestmark Advisory Solutions, Inc. | $1 943 622 | 31 088 | 0,21% | Acciones |
| IEQ CAPITAL, LLC | $1 862 033 | 29 783 | 0,20% | Acciones |
| Engineers Gate Manager LP | $1 832 274 | 29 307 | 0,19% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 753 749 | 28 051 | 0,19% | Acciones |
| UBS Group AG | $1 677 849 | 26 837 | 0,18% | Acciones |
| MARSHALL WACE, LLP | $1 595 322 | 25 517 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 593 048 | 29 150 | 0,17% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 574 691 | 25 187 | 0,17% | Acciones |
| Mariner, LLC | $1 545 754 | 24 725 | 0,16% | Acciones |
| OP Asset Management Ltd | $1 517 736 | 24 276 | 0,16% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1 516 985 | 24 264 | 0,16% | Acciones |
| D. E. Shaw & Co., Inc. | $1 448 964 | 23 176 | 0,15% | Acciones |
| LYELL WEALTH MANAGEMENT, LP | $1 434 709 | 22 948 | 0,15% | Acciones |
| WINTON GROUP Ltd | $1 423 705 | 22 772 | 0,15% | Acciones |
| FIFTH THIRD BANCORP | $1 418 015 | 22 681 | 0,15% | Acciones |
| Brevan Howard Capital Management LP | $1 365 812 | 21 846 | 0,14% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $1 214 388 | 19 424 | 0,13% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $1 190 733 | 19 046 | 0,13% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $1 188 130 | 19 004 | 0,13% | Acciones |
| LPL Financial LLC | $1 161 372 | 18 576 | 0,12% | Acciones |
| CAXTON ASSOCIATES LLP | $1 152 306 | 18 431 | 0,12% | Acciones |
| Bridgewater Associates, LP | $1 151 743 | 18 422 | 0,12% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 151 556 | 18 419 | 0,12% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1 119 108 | 17 900 | 0,12% | Acciones |
| ARGENT CAPITAL MANAGEMENT LLC | $1 107 917 | 17 721 | 0,12% | Acciones |
| OneDigital Investment Advisors LLC | $1 101 352 | 17 616 | 0,12% | Acciones |
| Linden Thomas Advisory Services, LLC | $1 085 910 | 17 369 | 0,11% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $1 081 596 | 17 300 | 0,11% | Acciones |
| MetLife Investment Management, LLC | $1 077 282 | 17 231 | 0,11% | Acciones |
| Balyasny Asset Management L.P. | $1 062 215 | 16 990 | 0,11% | Acciones |
| Elo Mutual Pension Insurance Co | $1 042 834 | 16 680 | 0,11% | Acciones |
| Illinois Municipal Retirement Fund | $1 038 645 | 16 613 | 0,11% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 037 081 | 16 588 | 0,11% | Acciones |
| Freestone Grove Partners LP | $1 020 451 | 16 322 | 0,11% | Acciones |
| Horizon Investments, LLC | $978 313 | 15 648 | 0,10% | Acciones |
| TWO SIGMA ADVISERS, LP | $950 087 | 14 040 | 0,10% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $937 550 | 14 996 | 0,10% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $931 173 | 14 894 | 0,10% | Acciones |
| Atria Investments, Inc | $899 038 | 14 380 | 0,10% | Acciones |
| State of Wyoming | $890 660 | 14 246 | 0,09% | Acciones |
| CITIGROUP INC | $888 909 | 14 218 | 0,09% | Acciones |
| Squarepoint Ops LLC | $875 280 | 14 000 | 0,09% | Acciones |
| Louisiana State Employees Retirement System | $856 524 | 13 700 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $850 710 | 13 607 | 0,09% | Acciones |
| Blackstone Inc. | $830 891 | 13 290 | 0,09% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $799 229 | 22 199 | 0,08% | Acciones |
| Vanguard Global Advisers, LLC | $775 748 | 12 408 | 0,08% | Acciones |
Informantes de la empresa 22 insiders · 8 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Sarah A. Scott | CEO and President | 1 de julio de 2026 A | — | 0 | 0 | $0 |
| Brandon O'Brien | Chief Financial Officer | 2 de agosto de 2024 M | 7 502 | 0 | 0 | $0 |
| Richard J Schweppe | Chief Financial Officer | 27 de diciembre de 2017 M | 1 206 | 0 | 0 | $0 |
| Mark E. Bertels | EVP - Risk Management Services | 29 de julio de 2026 M | 2 909 | 0 | 0 | $0 |
| Maxim Shishin | Chief Information Officer | 12 de junio de 2026 M | 7 050 | 0 | 1 | $-136 328 |
| Jennifer Yoss | Vice President of Accounting | 26 de mayo de 2026 M | 2 173 | 0 | 1 | $-58 458 |
| Gordon V Clemons | Chairman of the Board | 2 de diciembre de 2024 S | 241 584 | 0 | 0 | $0 |
| Diane Blaha | Sr. VP of Sales & Account Mgmt | 4 de agosto de 2014 A | — | 0 | 0 | $0 |
| Jean Macino | Consejero | 4 de agosto de 2014 A | — | 0 | 0 | $0 |
| Joanna M. Burkey | — | 6 de agosto de 2026 A | — | 0 | 0 | $0 |
| Michael G Combs | — | 6 de agosto de 2026 A | 12 322 | 0 | 3 | $-878 246 |
| Alan Hoops | — | 6 de agosto de 2026 A | 33 192 | 0 | 0 | $0 |
| Judd R Jessup | — | 6 de agosto de 2026 A | 118 645 | 0 | 3 | $-807 865 |
| Steven J Hamerslag | — | 6 de agosto de 2026 A | 287 000 | 0 | 2 | $-955 800 |
| MICHAEL JEFFREY J | — | 6 de agosto de 2026 A | 559 721 | 0 | 1 | $-548 820 |
| Brian S. Nichols | — | 4 de agosto de 2026 M | 10 | 0 | 0 | $0 |
| CORSTAR HOLDINGS INC | — | 8 de septiembre de 2025 S | 18 742 108 | 0 | 2 | $-9 956 200 |
| Donald C Mcfarlane | — | 26 de febrero de 2015 M | 4 060 | 0 | 0 | $0 |
| Scott R Mccloud | — | 8 de mayo de 2014 A | 12 758 | 0 | 0 | $0 |
| Daniel J Starck | — | 16 de febrero de 2012 S | 25 768 | 0 | 0 | $0 |
| Edwin Hendrick | — | 7 de noviembre de 2006 A | — | 0 | 0 | $0 |
| Peter E Flynn | — | 20 de agosto de 2004 S | 11 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 66 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 |
|---|---|---|---|---|
| AMID · EA Series Trust | 0,86% | 14 545 NS | 29 de mayo de 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,75% | 201 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 13 907 NS | 30 de abril de 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0,13% | 878 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,09% | 372 NS | 31 de mayo de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,08% | 756 NS | 30 de abril de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,08% | 29 251 NS | 30 de junio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,07% | 1 013 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,06% | 150 735 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 8 563 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 12 576 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,05% | 1 370 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 150 140 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 11 950 NS | 30 de abril de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,03% | 14 092 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 1 072 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 10 640 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 1 085 NS | 31 de mayo de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,01% | 432 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 18 119 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 750 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 663 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 096 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 65 667 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 27 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 12 794 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1 952 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 1 232 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6 389 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 18 666 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5 513 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 2 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | — | — | 30 de julio de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IJR · iShares Trust | — | — | 13 de agosto de 2026 | Diario |
| IJT · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IJS · iShares Trust | — | — | 10 de agosto de 2026 | Diario |
| ITOT · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |