DOC Healthpeak Properties, Inc. Common Stock
$20,72
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$16–$23
69% of range
Calificación del Analista
HOLD
26 analysts
Precio Objetivo
$23
+10% upside
P/E (TTM)
207.2
ROE
0.90%
Margen de Beneficio Neto
2.5%
Acerca de Healthpeak Properties, Inc. Common Stock Descripción general de la empresa de Wikipedia
Healthpeak Properties, Inc. is an American real estate investment trust that invests in senior housing, life science labs, and medical offices. As of December 31, 2025, the company owned interests in 689 properties.
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Healthpeak Properties, Inc. is an American real estate investment trust that invests in senior housing, life science labs, and medical offices. As of December 31, 2025, the company owned interests in 689 properties.
## History
The company was founded in May 1985. That year, the company became a public company via an initial public offering.
In September 2007, the company changed its name from Health Care Property Investors, Inc. to HCP, Inc.
In October 2016, the company completed the spin-off of Quality Care Properties.
In October 2019, the company restructured its joint venture with Brookdale Senior Living. HCP acquired Brookdale's 51% interest in 12 properties for $510 million and Brookdale acquired 18 properties from HCP for $405 million.
The company changed its name to Healthpeak Properties, Inc. in November 2019.
In November 2020, the company announced that it will move its headquarters from California to Denver.
In March 2024, the company acquired Physicians Realty Trust.
In March 2026, the company sold a minority interest in Janus Senior Living.
That month, the company began plans for a $4.5 billion, 4.6-million-square-foot mixed-use development in Cambridge, Massachusetts.
In July 2026, the company sold a 49% interest in its $2.1 billion portfolio of outpatient medical buildings to Brookfield Asset Management.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
DOC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$20.72
Capitalización Bursátil
$14.40B
P/E (TTM)
207.2
BPA (TTM)
$0.10
Ingresos (TTM)
$2.82B
Rendimiento div.
5.9%
ROE
0.90%
Deuda/Capital
—
Rango 52S
$16 – $23
DOC 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
$2.82B
2016-12-31
→
2025-12-31
BPA
$0.10
2016-12-31
→
2025-12-31
Flujo de caja libre
$357M
2016-12-31
→
2025-12-31
Márgenes
2.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
DOC
Mediana de Pares
P/E (TTM)
207.2
50.5
P/S (TTM) (P/V (TTM))
5.1
6.9
P/B (P/C)
1.9
2.2
Price / FCF (Precio / FCF)
40.3
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
DOC
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
2.5%
9.9%
ROA
0.35%
2.2%
ROE
0.90%
3.5%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
DOC
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
DOC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
4.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
11.1%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
11.4%
—
EPS YoY (EPS interanual)
-72.2%
—
Net Income YoY (Beneficio Neto interanual)
-70.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
DOC
Mediana de Pares
Payout Ratio (Ratio de Pago)
1190.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
5.9%
Ratio de Pago
1190.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 17 de agosto de 2026 | $0,1020 |
| 20 de julio de 2026 | $0,1020 |
| 15 de junio de 2026 | $0,1020 |
| 18 de mayo de 2026 | $0,1020 |
| 17 de abril de 2026 | $0,1020 |
| 17 de marzo de 2026 | $0,1020 |
| 13 de febrero de 2026 | $0,1020 |
| 16 de enero de 2026 | $0,1020 |
| 19 de diciembre de 2025 | $0,1020 |
| 14 de noviembre de 2025 | $0,1020 |
| 17 de octubre de 2025 | $0,1020 |
| 19 de septiembre de 2025 | $0,1020 |
| 18 de agosto de 2025 | $0,1020 |
| 18 de julio de 2025 | $0,1020 |
| 16 de junio de 2025 | $0,1020 |
| 19 de mayo de 2025 | $0,1020 |
| 17 de abril de 2025 | $0,1020 |
| 14 de febrero de 2025 | $0,3050 |
| 4 de noviembre de 2024 | $0,3000 |
| 5 de agosto de 2024 | $0,3000 |
DOC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
26 analistas
- Compra fuerte 4 15,4%
- Compra 6 23,1%
- Mantener 16 61,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
19 analistas · 2026-08-18
Mediana
$23.00
Ahora
$20.72
Mín
$17.00
Máx
$29.00
Objetivo mediano
$23.00
+11,0%
Objetivo medio
$22.87
+10,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.07%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.08 | $0.03 | 0.05% |
| 31 de marzo de 2026 | $0.28 | $0.05 | 0.23% |
| 31 de diciembre de 2025 | $0.16 | $0.06 | 0.10% |
| 30 de septiembre de 2025 | $0.08 | $0.06 | 0.02% |
| 30 de junio de 2025 | $0.05 | $0.06 | -0.01% |
| 31 de marzo de 2025 | $0.06 | $0.05 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| DOC | $11.18B | 160.8 | 4.5% | 2.5% | 0.90% | — |
| WELL | $129.28B | 133.5 | 35.6% | 8.9% | 2.6% | — |
| VTR | — | 143.3 | 18.5% | 4.5% | 2.2% | — |
| OHI | $13.10B | 22.9 | 13.2% | 49.6% | 12.2% | — |
| AHR | $8.75B | 112.0 | 9.2% | 3.1% | 2.5% | — |
| JAN | — | — | — | — | — | — |
| CTRE | $8.05B | 23.0 | 60.8% | 67.3% | 9.2% | — |
| ARE | $8.35B | -5.8 | -2.9% | -47.2% | -8.6% | — |
| HR | $5.96B | -23.9 | -6.9% | -20.8% | -5.0% | — |
| SBRA | $4.77B | 29.6 | 10.2% | 20.1% | 5.6% | — |
| NHI | $3.69B | 25.3 | 12.1% | 37.9% | 9.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.82B | $2.70B | $2.18B | $2.06B | $1.90B | $1.64B | $1.24B | $1.19B | $1.85B | $2.13B | $1.94B | $1.64B | |
| Cost of Revenue | · | $1.07B | $902M | $863M | $773M | $783M | $405M | $379M | $666M | $738M | · | · | |
| SG&A Expense | $90M | $97M | $95M | $131M | $98M | $93M | $93M | $97M | $89M | $104M | $96M | $82M | |
| Operating Expenses | $2.61B | $2.67B | $1.96B | $1.89B | $773M | $783M | $405M | $379M | $666M | $738M | $611M | $381M | |
| Interest Expense | $305M | $280M | $200M | $173M | $158M | $218M | $218M | $261M | $308M | $464M | $480M | $440M | |
| Interest Income | $62M | $45M | $22M | $23M | $38M | $17M | $10M | $10M | $56M | $89M | $112M | $74M | |
| Other Non-op | $479.0K | $59M | $7M | $326M | $6M | $235M | $165M | $13M | $31M | $4M | $16M | $9M | |
| Pretax Income | $284M | $273M | $315M | $507M | $128M | $218M | $176M | $839M | $11M | $11M | $7M | $-4M | |
| Income Tax | $9M | $4M | $-10M | $-4M | $-3M | $-9M | $-5M | $-4M | $-1M | $4M | $-10M | $-506.0K | |
| Net Income | $71M | $243M | $306M | $500M | $506M | $414M | $46M | $1.06B | $414M | $628M | $-559M | $922M | |
| EPS (Basic) | $0.10 | $0.36 | $0.56 | $0.92 | $0.93 | $0.77 | $0.09 | $2.25 | $0.88 | $1.34 | $-1.21 | $2.01 | |
| EPS (Diluted) | $0.10 | $0.36 | $0.56 | $0.92 | $0.93 | $0.77 | $0.09 | $2.24 | $0.88 | $1.34 | $-1.21 | $2.00 | |
| Shares (Basic) | 696,026,000 | 675,680,000 | 547,006,000 | 538,809,000 | 538,930,000 | 530,555,000 | 486,255,000 | 470,551,000 | 468,759,000 | 467,195,000 | 462,795,000 | 458,425,000 | |
| Shares (Diluted) | 696,044,000 | 676,233,000 | 547,275,000 | 539,147,000 | 539,241,000 | 531,056,000 | 489,335,000 | 475,387,000 | 468,935,000 | 467,403,000 | 462,795,000 | 458,796,000 |
Balance general 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $467M | $120M | $118M | $72M | $158M | $44M | $80M | $54M | $55M | $95M | $346M | $182M | |
| PP&E (Gross) | $45M | $38M | $39M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $69M | $69M | $18M | $18M | $18M | $18M | $17M | $47M | $47M | $42M | $47M | $50M | |
| Intangibles | $655M | $817M | $314M | $418M | $520M | $520M | $260M | $305M | $410M | $480M | $587M | $481M | |
| Total Assets | $20.34B | $19.94B | $15.70B | $15.77B | $15.26B | $15.92B | $14.03B | $12.72B | $14.09B | $15.76B | $21.45B | $21.33B | |
| Total Liabilities | $12.03B | $10.88B | $8.77B | $8.48B | $8.11B | $8.57B | $7.37B | $6.21B | $8.49B | $9.82B | $11.70B | $10.33B | |
| Long-term Debt | $9.85B | $8.72B | $6.88B | $6.50B | $6.17B | $6.62B | $6.30B | $5.48B | $7.79B | $9.10B | $10.97B | $9.66B | |
| Common Stock | $695M | $699M | $547M | $547M | $539M | $538M | $505M | $477M | $469M | $468M | $465M | $460M | |
| Paid-in Capital | $12.77B | $12.85B | $10.41B | $10.35B | $10.10B | $10.18B | $9.18B | $8.40B | $8.23B | $8.20B | $11.65B | $11.43B | |
| AOCI | $-10M | $29M | $19M | $28M | $-3M | $-4M | $-3M | $-5M | $-24M | $-30M | $-30M | $-24M | |
| Stockholders' Equity | $7.50B | $8.40B | $6.35B | $6.65B | $6.52B | $6.73B | $6.09B | $5.94B | $5.30B | $5.55B | $9.34B | $10.74B | |
| Liabilities + Equity | $20.34B | $19.94B | $15.70B | $15.77B | $15.26B | $15.92B | $14.03B | $12.72B | $14.09B | $15.76B | $21.45B | $21.33B | |
| Shares Outstanding | 695,036,731 | 699,485,139 | 547,156,311 | 546,641,973 | 539,096,879 | 538,405,393 | 505,221,643 | 477,496,499 | 469,435,678 | 468,081,489 | 465,488,492 | 459,746,267 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.06B | $1.06B | $750M | $711M | $684M | $554M | $435M | $405M | $535M | $568M | $505M | $455M | |
| Stock-based Comp | $14M | $16M | $14M | $26M | $18M | $17M | $18M | $17M | $14M | $23M | $26M | $22M | |
| Deferred Tax | $4M | $-2M | $-15M | $-6M | $-4M | $-2M | $-6M | $-9M | $-6M | $-14M | $-18M | $-5M | |
| Operating Cash Flow | $1.25B | $1.07B | $956M | $900M | $795M | $758M | $846M | $849M | $847M | $1.21B | $1.22B | $1.25B | |
| CapEx | $895M | $737M | $775M | $962M | $760M | $789M | $677M | $561M | $472M | $459M | $385M | $273M | |
| Investing Cash Flow | $-1.03B | $-114M | $-577M | $-876M | $531M | $-1.01B | $-1.45B | $1.83B | $1.25B | $-429M | $-1.66B | $-1.51B | |
| Stock Issued | · | · | · | · | · | · | · | $57M | · | · | $73M | · | |
| Stock Repurchased | $97M | $191M | $7M | $68M | $13M | $11M | $5M | $3M | $5M | $9M | $9M | $13M | |
| Net Stock Activity | $-97M | $-191M | $-7M | $-68M | $-13M | $-11M | $-5M | $-3M | $-5M | $-9M | $64M | $-13M | |
| Dividends Paid | $849M | $795M | $657M | $648M | $650M | $787M | $720M | $697M | $695M | $980M | $1.05B | $1.00B | |
| Financing Cash Flow | $136M | $-941M | $-337M | $-117M | $-1.29B | $246M | $647M | $-2.62B | $-2.15B | $-1.05B | $614M | $145M | |
| Net Change in Cash | $353M | $15M | $42M | $-93M | $38M | $-3M | $45M | $58M | $-55M | $-270M | $174M | $-117M | |
| Taxes Paid | $3M | $8M | $2M | $-2M | $5M | $-786.0K | $1M | $4M | $10M | $14M | $7M | $5M | |
| Free Cash Flow | $357M | $334M | $182M | $-62M | $36M | $-30M | $102M | $242M | $375M | $755M | $834M | · | |
| Levered FCF | $62M | $58M | $-25M | · | $-126M | $-258M | $328M | $1.81B | $30M | $474M | $362M | · |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 2.5% | 9.0% | 14.0% | 24.3% | 26.7% | 25.1% | 2.3% | 57.5% | 22.4% | 29.5% | -22.0% | 40.7% | |
| Pretax Margin | 10.1% | 10.1% | 14.4% | · | 6.8% | 13.2% | -0.43% | -0.14% | 0.59% | 0.53% | -22.3% | 39.4% | |
| ROA | 0.35% | 1.4% | 1.9% | 3.2% | 3.2% | 2.8% | 0.34% | 7.9% | 2.8% | 3.4% | -2.6% | 4.5% | |
| ROE | 0.90% | 3.3% | 4.7% | 7.6% | 7.6% | 6.4% | 0.76% | 18.9% | 7.6% | 8.4% | -5.6% | 8.6% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.5% | 23.8% | 5.8% | 8.7% | 15.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.1% | 12.5% | 9.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -72.2% | -35.7% | -39.1% | -1.1% | 20.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -52.3% | -27.1% | -10.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -33.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -70.7% | -20.5% | -38.9% | -1.0% | 22.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -47.8% | -21.6% | -9.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -29.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.82B | $2.70B | $2.18B | $2.06B | $1.90B | $1.64B | $1.24B | $1.19B | $1.85B | $2.13B | $1.94B | $1.64B | |
| Net Income TTM | $71M | $243M | $306M | $500M | $506M | $414M | $46M | $1.06B | $414M | $628M | $-559M | $922M | |
| Market Cap | $11.18B | $14.18B | $10.83B | $13.70B | $19.46B | $16.28B | $17.41B | $13.34B | $12.24B | $13.91B | $16.21B | $18.44B | |
| P/E | 160.8 | 56.3 | 35.4 | 27.2 | 38.8 | 39.3 | 383.0 | 12.5 | 29.6 | 22.2 | -28.8 | 20.1 | |
| P/S | 4.0 | 5.3 | 5.0 | 6.6 | 10.3 | 9.9 | 14.0 | 11.2 | 6.6 | 6.5 | 8.4 | 11.3 | |
| P/B | 1.5 | 1.7 | 1.7 | 2.1 | 3.0 | 2.4 | 2.9 | 2.2 | 2.3 | 2.5 | 1.7 | 1.7 | |
| P / Tangible Book | 1.6 | 1.9 | 1.8 | 2.2 | 3.3 | 2.6 | · | · | · | · | · | · | |
| P / Cash Flow | 8.9 | 13.2 | 11.3 | 15.2 | 24.5 | 21.5 | 20.6 | 15.7 | 14.5 | 11.5 | 13.3 | 14.8 | |
| P / FCF | 31.3 | 42.5 | 59.6 | -222.0 | 547.6 | -534.3 | 170.5 | 55.2 | 32.6 | 18.4 | 19.4 | · | |
| Dividend Yield | 7.6% | 5.6% | 6.1% | 4.7% | 3.3% | 4.8% | 4.1% | 5.2% | 5.7% | 7.0% | 6.5% | 5.4% | |
| Earnings Yield | 0.62% | 1.8% | 2.8% | 3.7% | 2.6% | 2.5% | 0.26% | 8.0% | 3.4% | 4.5% | -3.5% | 5.0% | |
| Payout Ratio | 1190.1% | 326.9% | 214.7% | 129.5% | 128.6% | 190.3% | 1581.6% | 65.7% | 167.8% | 156.0% | -187.2% | 108.6% | |
| Annual Payout | $849M | $795M | $657M | $648M | $650M | $787M | $720M | $697M | $695M | $980M | $1.05B | $1.00B |
Estado de resultados 14
| 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 | $772M | $753M | $719M | $706M | $694M | $703M | $698M | $700M | $696M | $607M | $554M | $556M | $545M | $526M | $524M | $520M | |
| Cost of Revenue | · | · | · | $292M | $276M | $273M | · | $280M | $274M | $244M | · | $233M | $222M | $223M | $220M | $220M | |
| SG&A Expense | $23M | $25M | $24M | $20M | $21M | $26M | $24M | $23M | $27M | $23M | $22M | $23M | $26M | $25M | $58M | $25M | |
| Operating Expenses | $739M | $747M | $661M | $653M | $652M | $642M | $668M | $665M | $666M | $666M | $1.02B | $490M | $222M | $223M | $1.25B | $220M | |
| Interest Expense | $92M | $87M | $81M | $77M | $75M | $73M | $71M | $74M | $75M | $61M | $53M | $51M | $49M | $48M | $49M | $44M | |
| Interest Income | $22M | $14M | $15M | $16M | $16M | $16M | $17M | $14M | $8M | $6M | $5M | $5M | $5M | $6M | $6M | $6M | |
| Other Non-op | $17M | $140M | $10M | $1M | $-5M | $-6M | $-24M | $982.0K | $4M | $79M | $3M | $1M | $2M | $772.0K | $-587.0K | $306M | |
| Pretax Income | $59M | $196M | $125M | $65M | $40M | $54M | $-3M | $99M | $155M | $22M | $60M | $67M | $55M | $133M | $9M | $356M | |
| Income Tax | $-1M | $254.0K | $6M | $-1M | $2M | $2M | $-14M | $2M | $3M | $14M | $-12M | $787.0K | $1M | $302.0K | $-650.0K | $-4M | |
| Net Income | $53M | $194M | $114M | $-117M | $32M | $43M | $5M | $86M | $146M | $7M | $71M | $64M | $52M | $119M | $7M | $354M | |
| EPS (Basic) | $0.08 | $0.28 | $0.16 | $-0.17 | $0.05 | $0.06 | $0.02 | $0.12 | $0.21 | $0.01 | $0.13 | $0.12 | $0.09 | $0.22 | $0.00 | $0.66 | |
| EPS (Diluted) | $0.08 | $0.28 | $0.16 | $-0.17 | $0.05 | $0.06 | $0.02 | $0.12 | $0.21 | $0.01 | $0.13 | $0.12 | $0.09 | $0.22 | $0.01 | $0.65 | |
| Shares (Basic) | 689,885,000 | 695,161,000 | -1,393,159,000 | 694,930,000 | 695,188,000 | 699,067,000 | -1,326,949,000 | 699,349,000 | 702,382,000 | 600,898,000 | -1,093,924,000 | 547,062,000 | 547,026,000 | 546,842,000 | -1,078,518,000 | 538,417,000 | |
| Shares (Diluted) | 689,885,000 | 695,168,000 | -1,393,198,000 | 694,930,000 | 695,194,000 | 699,118,000 | -1,328,369,000 | 700,146,000 | 703,268,000 | 601,188,000 | -1,094,460,000 | 547,331,000 | 547,294,000 | 547,110,000 | -1,086,269,000 | 546,015,000 |
Balance general 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.63B | $1.17B | $467M | $91M | $89M | $71M | $120M | $180M | $107M | $102M | · | $63M | $104M | $59M | $72M | $112M | |
| PP&E (Gross) | · | · | $45M | · | · | · | $38M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $69M | $69M | $69M | $69M | $69M | $69M | $69M | $65M | $65M | $65M | · | · | · | · | · | · | |
| Intangibles | $717M | $758M | $655M | $611M | $677M | $748M | $817M | $898M | $1.08B | $1.16B | · | $339M | $364M | $392M | · | $444M | |
| Total Assets | $21.68B | $21.62B | $20.34B | $19.58B | $19.81B | $19.82B | $19.94B | $19.97B | $20.18B | $20.54B | · | $15.60B | $15.60B | $15.60B | · | $15.66B | |
| Total Liabilities | $12.18B | $12.56B | $12.03B | $11.32B | $11.22B | $10.97B | $10.88B | $10.75B | $10.76B | $10.94B | · | $8.57B | $8.48B | $8.38B | · | $8.54B | |
| Long-term Debt | $10.03B | $10.42B | $9.85B | $9.13B | $9.04B | $8.88B | · | $8.58B | $8.60B | $8.76B | · | $6.66B | $6.57B | $6.45B | · | $6.59B | |
| Common Stock | $689M | $695M | $695M | $695M | $695M | $699M | $699M | $699M | $700M | $704M | · | $547M | $547M | $547M | · | $538M | |
| Paid-in Capital | $13.27B | $13.10B | $12.77B | $12.77B | $12.76B | $12.83B | $12.85B | $12.84B | $12.86B | $12.92B | · | $10.40B | $10.38B | $10.36B | · | $10.01B | |
| AOCI | $11M | $-464.0K | $-10M | $-8M | $-5M | $7M | $29M | $-12M | $42M | $39M | · | $37M | $31M | $19M | · | $30M | |
| Stockholders' Equity | $7.84B | $7.83B | $7.50B | $7.60B | $7.93B | $8.19B | $8.40B | $8.56B | $8.76B | $8.88B | · | $6.46B | $6.54B | $6.61B | · | $6.47B | |
| Liabilities + Equity | $21.68B | $21.62B | $20.34B | $19.58B | $19.81B | $19.82B | $19.94B | $19.97B | $20.18B | $20.54B | · | $15.60B | $15.60B | $15.60B | · | $15.66B | |
| Shares Outstanding | 689,465,312 | 695,263,156 | 695,036,731 | 694,946,444 | 694,916,081 | 698,611,840 | 699,485,139 | 699,405,171 | 700,316,807 | 703,733,446 | · | 547,072,311 | 547,052,994 | 546,994,803 | · | 537,533,719 |
Flujo de Efectivo 10
| 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 | $283M | $290M | $262M | $262M | $266M | $269M | $274M | $280M | $283M | $219M | $189M | $185M | $198M | $179M | $179M | $173M | |
| Stock-based Comp | $5M | $5M | $4M | $4M | $2M | $5M | $4M | $4M | $5M | $3M | $4M | $3M | $4M | $3M | $12M | $5M | |
| Operating Cash Flow | $361M | $261M | $294M | $315M | $363M | $279M | $284M | $318M | $316M | $153M | $231M | $253M | $298M | $174M | $207M | $244M | |
| Investing Cash Flow | $133M | $-639M | $-406M | $-188M | $-210M | $-231M | $-234M | $30M | $188M | $-98M | $-216M | $-222M | $-195M | $56M | $-298M | $-117M | |
| Stock Repurchased | $100M | $1M | $87.0K | $17.0K | $72M | $25M | $326.0K | $20M | $68M | $102M | $36.0K | $14.0K | $7.0K | $6M | $196.0K | $56M | |
| Net Stock Activity | · | $-1M | · | · | · | $-25M | · | · | · | $-102M | · | · | · | $-6M | · | · | |
| Dividends Paid | $210M | $212M | $212M | $212M | $212M | $213M | $210M | $210M | $211M | $164M | $164M | $164M | $164M | $165M | $161M | $162M | |
| Financing Cash Flow | $-41M | $1.11B | $490M | $-130M | $-129M | $-94M | $-107M | $-266M | $-502M | $-67M | $40M | $-77M | $-60M | $-240M | $49M | $-93M | |
| Net Change in Cash | $453M | $728M | $378M | $-4M | $25M | $-46M | $-58M | $83M | $2M | $-12M | $55M | $-47M | $43M | $-10M | $-42M | $33M | |
| Taxes Paid | $4M | $692.0K | $1M | $36.0K | $2M | $256.0K | $1M | $2M | $4M | $871.0K | $665.0K | $-2M | $3M | $160.0K | $100.0K | $-1M |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 6.9% | 25.7% | · | -16.6% | 4.6% | 6.1% | · | 12.3% | 21.0% | 1.1% | · | 11.5% | 9.5% | 22.6% | · | 68.0% | |
| Pretax Margin | 7.7% | 26.0% | · | 9.2% | 5.7% | 7.7% | · | 14.1% | 22.3% | 3.7% | · | 12.1% | 10.0% | 25.3% | · | 68.4% | |
| ROA | 0.25% | 0.93% | · | -0.59% | 0.16% | 0.21% | · | 0.48% | 0.82% | 0.04% | · | 0.41% | 0.34% | 0.77% | · | 2.3% | |
| ROE | 0.67% | 2.4% | · | -1.5% | 0.38% | 0.50% | · | 1.1% | 1.9% | 0.09% | · | 0.99% | 0.81% | 1.8% | · | 5.4% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.92B | $2.86B | · | $2.80B | $2.79B | $2.71B | · | $2.56B | $2.40B | $2.23B | · | $2.15B | $2.12B | $2.09B | · | $2.02B | |
| Net Income TTM | $161M | $151M | · | $43M | $306M | $281M | · | $303M | $269M | $242M | · | $242M | $531M | $548M | · | $523M | |
| Market Cap | $14.75B | $11.42B | · | $13.31B | $12.17B | $14.13B | · | $16.00B | $13.73B | $13.20B | · | $10.04B | $11.00B | $12.02B | · | $12.32B | |
| P/E | 89.2 | 74.7 | · | 319.2 | 39.8 | 50.5 | · | 49.7 | 45.6 | 42.6 | · | 17.0 | 18.4 | 19.4 | · | 22.7 | |
| P/S | 5.0 | 4.0 | · | 4.7 | 4.4 | 5.2 | · | 6.3 | 5.7 | 5.9 | · | 4.7 | 5.2 | 5.8 | · | 6.1 | |
| P/B | 1.9 | 1.5 | · | 1.8 | 1.5 | 1.7 | · | 1.9 | 1.6 | 1.5 | · | 1.6 | 1.7 | 1.8 | · | 1.9 | |
| P / Tangible Book | 2.1 | 1.6 | · | 1.9 | 1.7 | 1.9 | · | 2.1 | 1.8 | 1.7 | · | 1.6 | 1.8 | 1.9 | · | 2.0 | |
| P / Cash Flow | · | 43.8 | · | · | · | 50.6 | · | · | · | 86.5 | · | · | · | 69.1 | · | · | |
| Earnings Yield | 1.1% | 1.3% | · | 0.31% | 2.5% | 2.0% | · | 2.0% | 2.2% | 2.4% | · | 5.9% | 5.4% | 5.1% | · | 4.4% | |
| Payout Ratio | · | 109.5% | · | · | · | 498.5% | · | · | · | 2459.6% | · | · | · | 138.7% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $2.82B | $2.70B | $2.18B | $2.06B | $1.90B |
| Beneficio neto | $71M | $243M | $306M | $500M | $506M |
| EPS Diluido | $0.10 | $0.36 | $0.56 | $0.92 | $0.93 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $357M | $334M | $182M | $-62M | $36M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 816 declarantes · $8.5B 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 |
|---|---|---|---|---|
| 99 (-1 vs trimestre anterior) | 86 (+9 vs trimestre anterior) | 236 (-93 vs trimestre anterior) | 293 (+79 vs trimestre anterior) | +74.1M |
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 | $1 249 242 462 | 58 375 816 | 14,70% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $963 315 757 | 45 014 755 | 11,34% | Acciones |
| STATE STREET CORP | $941 758 724 | 44 007 417 | 11,09% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $623 164 405 | 29 119 832 | 7,34% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $476 655 508 | 22 306 936 | 5,61% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $214 767 740 | 10 035 876 | 2,53% | Acciones |
| Cullen Capital Management, LLC | $209 048 928 | 9 768 642 | 2,46% | Acciones |
| NORGES BANK | $201 466 448 | 9 414 320 | 2,37% | Acciones |
| EQUITY INVESTMENT CORP | $160 242 497 | 7 487 967 | 1,89% | Acciones |
| LPL Financial LLC | $120 537 219 | 5 632 580 | 1,42% | Acciones |
| GOLDMAN SACHS GROUP INC | $111 920 716 | 5 229 940 | 1,32% | Acciones |
| CITADEL ADVISORS LLC | $103 881 870 | 4 854 293 | 1,22% | Acciones |
| FMR LLC | $99 267 252 | 4 638 657 | 1,17% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $93 026 502 | 4 347 032 | 1,10% | Acciones |
| FRANKLIN RESOURCES INC | $90 127 149 | 4 211 549 | 1,06% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $85 895 947 | 4 013 829 | 1,01% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $82 828 828 | 3 870 506 | 0,97% | Acciones |
| RUSH ISLAND MANAGEMENT, LP | $63 015 061 | 2 944 629 | 0,74% | Acciones |
| Douglas Lane & Associates, LLC | $60 971 506 | 2 849 136 | 0,72% | Acciones |
| Nuveen Asset Management, LLC | $60 907 114 | 3 004 791 | 0,72% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $58 207 132 | 2 719 959 | 0,69% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $56 911 823 | 2 659 431 | 0,67% | Acciones |
| Brandywine Global Investment Management, LLC | $55 426 313 | 3 446 910 | 0,65% | Acciones |
| BlackRock, Inc. | $51 273 672 | 2 395 966 | 0,60% | Acciones |
| Amundi | $46 558 889 | 2 175 649 | 0,55% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $46 007 710 | 2 149 893 | 0,54% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $41 406 602 | 1 893 306 | 0,49% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $39 331 895 | 1 837 939 | 0,46% | Acciones |
| MORGAN STANLEY | $39 106 103 | 1 827 387 | 0,46% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $38 439 151 | 1 796 222 | 0,45% | Acciones |
| APG Asset Management US Inc. | $36 020 083 | 1 664 514 | 0,42% | Acciones |
| Allianz Asset Management GmbH | $35 081 277 | 1 639 312 | 0,41% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $34 986 903 | 1 634 902 | 0,41% | Acciones |
| Advisors Capital Management, LLC | $33 732 772 | 1 576 297 | 0,40% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $31 391 895 | 1 466 911 | 0,37% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $30 988 969 | 1 448 083 | 0,36% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $30 739 000 | 1 436 370 | 0,36% | Acciones |
| Vanguard Global Advisers, LLC | $30 474 777 | 1 424 055 | 0,36% | Acciones |
| Swiss National Bank | $29 885 528 | 1 396 520 | 0,35% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $25 787 642 | 1 205 030 | 0,30% | Acciones |
| RHUMBLINE ADVISERS | $25 130 596 | 1 174 330 | 0,30% | Acciones |
| California Public Employees Retirement System | $24 861 065 | 1 161 732 | 0,29% | Acciones |
| NOMURA ASSET MANAGEMENT CO LTD | $24 417 079 | 1 140 985 | 0,29% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $23 686 860 | 1 107 464 | 0,28% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $22 598 721 | 1 056 015 | 0,27% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $22 536 570 | 1 053 111 | 0,27% | Acciones |
| Asset Management One Co., Ltd. | $22 079 209 | 1 343 835 | 0,26% | Acciones |
| Adelante Capital Management LLC | $21 605 458 | 1 009 623 | 0,25% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $21 215 682 | 991 387 | 0,25% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $20 934 520 | 978 247 | 0,25% | Acciones |
| Alyeska Investment Group, L.P. | $20 883 490 | 975 864 | 0,25% | Acciones |
| BANK OF AMERICA CORP /DE/ | $20 745 138 | 969 399 | 0,24% | Acciones |
| Quantinno Capital Management LP | $19 684 501 | 919 836 | 0,23% | Acciones |
| MACKENZIE FINANCIAL CORP | $19 512 905 | 911 818 | 0,23% | Acciones |
| OPPENHEIMER ASSET MANAGEMENT INC. | $19 294 754 | 901 624 | 0,23% | Acciones |
| Foundry Partners, LLC | $18 903 557 | 934 894 | 0,22% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $18 199 159 | 850 428 | 0,21% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $18 103 715 | 845 968 | 0,21% | Acciones |
| Squarepoint Ops LLC | $17 651 876 | 824 854 | 0,21% | Acciones |
| Foresight Group Ltd Liability Partnership | $17 507 829 | 808 489 | 0,21% | Acciones |
| Heitman Real Estate Securities LLC | $17 457 671 | 815 779 | 0,21% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $17 314 723 | 1 053 848 | 0,20% | Acciones |
| Conversant Capital LLC | $16 050 000 | 750 000 | 0,19% | Acciones |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $15 559 427 | 727 076 | 0,18% | Acciones |
| Aberdeen Group plc | $15 549 497 | 726 612 | 0,18% | Acciones |
| Baird Financial Group, Inc. | $15 154 089 | 708 135 | 0,18% | Acciones |
| Swedbank AB | $14 823 138 | 692 670 | 0,17% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $14 820 081 | 692 527 | 0,17% | Acciones |
| FIFTH THIRD BANCORP | $14 444 698 | 674 986 | 0,17% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14 167 207 | 662 019 | 0,17% | Acciones |
| Gotham Asset Management, LLC | $14 156 849 | 661 535 | 0,17% | Acciones |
| BARCLAYS PLC | $14 121 518 | 659 884 | 0,17% | Acciones |
| AXA Investment Managers S.A. | $14 003 878 | 731 273 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $13 997 162 | 654 073 | 0,16% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $13 745 327 | 642 305 | 0,16% | Acciones |
| Vanguard Investments Australia, Ltd. | $13 562 550 | 633 764 | 0,16% | Acciones |
| Davis Selected Advisers | $13 503 956 | 631 026 | 0,16% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13 467 178 | 819 670 | 0,16% | Acciones |
| ASSETMARK, INC | $13 245 520 | 618 950 | 0,16% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13 149 080 | 614 443 | 0,15% | Acciones |
| DAVENPORT & Co LLC | $12 991 063 | 606 797 | 0,15% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $12 936 386 | 604 504 | 0,15% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12 754 015 | 595 982 | 0,15% | Acciones |
| Foster Victor Wealth Advisors, LLC | $11 858 107 | 547 466 | 0,14% | Acciones |
| Robeco Institutional Asset Management B.V. | $11 776 762 | 550 316 | 0,14% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $11 474 102 | 536 173 | 0,14% | Acciones |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $11 426 658 | 533 956 | 0,13% | Acciones |
| Retirement Systems of Alabama | $11 394 152 | 532 437 | 0,13% | Acciones |
| MACQUARIE GROUP LTD | $11 003 816 | 514 197 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 999 600 | 514 000 | 0,13% | Opción de compra |
| Cetera Investment Advisers | $10 543 402 | 492 682 | 0,12% | Acciones |
| Calamos Advisors LLC | $10 332 091 | 482 808 | 0,12% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $9 730 516 | 454 697 | 0,11% | Acciones |
| CITADEL ADVISORS LLC | $9 309 000 | 435 000 | 0,11% | Opción de compra |
| UBS Group AG | $9 162 474 | 428 153 | 0,11% | Acciones |
| CHILTON CAPITAL MANAGEMENT LLC | $9 131 552 | 426 708 | 0,11% | Acciones |
| Twin Tree Management, LP | $8 883 140 | 415 100 | 0,10% | Opción de compra |
| APG Asset Management N.V. | $8 758 240 | 467 911 | 0,10% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $8 751 296 | 408 939 | 0,10% | Acciones |
| SEI INVESTMENTS CO | $8 540 804 | 399 103 | 0,10% | Acciones |
Informantes de la empresa 47 insiders · 28 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Thomas M Herzog | President and CEO | 27 de junio de 2018 F | 101 475 | 0 | 0 | $0 |
| Lauralee Martin | President and CEO | 30 de junio de 2016 F | 87 605 | 0 | 0 | $0 |
| Peter A Scott | EVP and CFO | 15 de mayo de 2017 A | 112 805 | 0 | 0 | $0 |
| Timothy M Schoen | EVP and CFO | 3 de febrero de 2016 F | 110 224 | 0 | 0 | $0 |
| Mark A Wallace | Executive Vice President, CFO | 15 de marzo de 2009 F | 67 850 | 0 | 0 | $0 |
| James Justin Hutchens | President | 1 de febrero de 2017 F | 37 038 | 0 | 0 | $0 |
| Thomas Klaritch | EVP and COO | 1 de diciembre de 2017 F | 176 258 | 0 | 0 | $0 |
| Shawn G Johnston | SVP and CAO | 15 de agosto de 2017 A | 16 779 | 0 | 0 | $0 |
| Michael D Mckee | Executive Chairman | 9 de mayo de 2017 F | 53 225 | 0 | 0 | $0 |
| Scott A Anderson | EVP and CAO | 16 de marzo de 2017 S | 27 345 | 0 | 0 | $0 |
| Kendall K Young | Executive Vice President | 13 de febrero de 2017 A | 54 468 | 0 | 0 | $0 |
| Troy E. Mchenry | EVP, Gen Counsel and Corp Sec | 3 de febrero de 2017 F | 26 486 | 0 | 0 | $0 |
| Jonathan M. Bergschneider | Senior Managing Director | 3 de febrero de 2017 F | 44 366 | 0 | 0 | $0 |
| Thomas D Kirby | Executive Vice President | 7 de septiembre de 2016 M | 40 050 | 0 | 0 | $0 |
| Darren A Kowalske | Executive Vice President | 31 de agosto de 2016 S | 9 793 | 0 | 0 | $0 |
| Kai Hsiao | Executive Vice President | 9 de mayo de 2016 S | 0 | 0 | 0 | $0 |
| John D. Stasinos | Executive Vice President | 12 de febrero de 2016 P | 23 539 | 0 | 0 | $0 |
| Lihpang Lu | Executive Vice President | 11 de febrero de 2016 P | 29 790 | 0 | 0 | $0 |
| James W Mercer | EVP,CAO, Gen Counsel, Corp Sec | 3 de febrero de 2016 F | 65 603 | 0 | 0 | $0 |
| Paul F Gallagher | EVP and CIO | 30 de junio de 2015 F | 224 271 | 0 | 0 | $0 |
| Susan M Tate | Executive Vice President | 3 de febrero de 2015 F | 40 098 | 0 | 0 | $0 |
| Edward J Henning | Executive Vice President | 6 de mayo de 2013 M | 33 928 | 0 | 0 | $0 |
| Alberto J. Gonzalez-Pita | Executive Vice President | 17 de mayo de 2011 F | 20 152 | 0 | 0 | $0 |
| Stephen R Maulbetsch | Executive Vice President | 18 de septiembre de 2007 M | 313 680 | 0 | 0 | $0 |
| Scott F Kellman | Senior Vice President- | 1 de noviembre de 2006 M | 23 786 | 0 | 0 | $0 |
| Hacohen Talya Nevo | Senior Vice President | 3 de febrero de 2006 A | 41 654 | 0 | 0 | $0 |
| Mary Brennan Carter | VP, Chief Accounting Officer | 24 de mayo de 2004 M | 13 680 | 0 | 0 | $0 |
| James G Reynolds | Executive Vice President | 25 de marzo de 2004 M | 465 188 | 0 | 0 | $0 |
| Sara L Grootwassink | Consejero | 6 de mayo de 2026 A | 56 488 | 0 | 0 | $0 |
| John T Thomas | Consejero | 6 de agosto de 2025 P | 810 016 | 0 | 0 | $0 |
| James F Flaherty III | Consejero | 2 de octubre de 2013 F | 861 753 | 0 | 0 | $0 |
| Kenneth B Roath | Consejero | 25 de abril de 2013 A | 241 013 | 0 | 0 | $0 |
| Richard M Rosenberg | Consejero | 22 de abril de 2010 A | 24 800 | 0 | 0 | $0 |
| Harold M Messmer JR | Consejero | 22 de abril de 2010 A | 44 400 | 0 | 0 | $0 |
| Robert R Fanning JR | Consejero | 1 de diciembre de 2009 M | 51 950 | 0 | 0 | $0 |
| Mary A Cirillo | Consejero | 21 de febrero de 2008 A | 11 400 | 0 | 0 | $0 |
| Paul V Colony | Consejero | 19 de febrero de 2004 A | 51 150 | 0 | 0 | $0 |
| HCP, INC. | Propietario del 10% | 31 de octubre de 2016 J | 3 285 | 0 | 0 | $0 |
| Kent R Griffin Jr | — | 6 de mayo de 2026 A | 90 195 | 0 | 0 | $0 |
| Brian G. Cartwright | — | 28 de abril de 2017 A | 17 495 | 0 | 0 | $0 |
| Joseph P Sullivan | — | 28 de abril de 2017 A | 74 173 | 0 | 0 | $0 |
| David Henry | — | 28 de abril de 2017 A | 48 891 | 0 | 0 | $0 |
| Peter L Rhein | — | 28 de abril de 2017 A | 5 935 | 0 | 0 | $0 |
| Christine Garvey | — | 28 de abril de 2017 A | 5 935 | 0 | 0 | $0 |
| James P Hoffmann | — | 27 de abril de 2017 A | 53 545 | 0 | 0 | $0 |
| George P Doyle | — | 24 de marzo de 2009 F | 28 285 | 0 | 0 | $0 |
| Charles A Elcan | — | 15 de marzo de 2008 M | 112 116 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 137 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 |
|---|---|---|---|---|
| BKGI · BNY Mellon ETF Trust | 6,80% | 4 127 884 NS | 30 de abril de 2026 | N-PORT |
| LPRE · Exchange Listed Funds Trust | 6,44% | 526 406 NS | 31 de mayo de 2026 | N-PORT |
| SRHR · Elevation Series Trust | 3,66% | 114 763 NS | 30 de abril de 2026 | N-PORT |
| KBWY · Invesco Exchange-Traded Fund Trust … | 3,43% | 498 665 | 8 de agosto de 2026 | Diario |
| RSPR · Invesco Exchange-Traded Fund Trust | 3,40% | 158 854 | 8 de agosto de 2026 | Diario |
| REZ · iShares Trust | 2,98% | 1 220 755 SH | 8 de agosto de 2026 | Diario |
| EWO · iShares, Inc. | 2,77% | 23 409 SH | 8 de agosto de 2026 | Diario |
| SPHD · Invesco Exchange-Traded Fund Trust … | 2,45% | 3 908 954 | 8 de agosto de 2026 | Diario |
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,69% | 418 947 NS | 31 de mayo de 2026 | N-PORT |
| SPDV · ETF Series Solutions | 1,64% | 91 457 NS | 30 de abril de 2026 | N-PORT |
| IRET · Tidal Trust II | 1,53% | 2 509 NS | 30 de abril de 2026 | N-PORT |
| RIET · ETF Series Solutions | 1,52% | 82 953 NS | 31 de mayo de 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 1,27% | 338 194 NS | 30 de abril de 2026 | N-PORT |
| VGSR · Manager Directed Portfolios | 1,21% | 338 011 NS | 31 de marzo de 2026 | N-PORT |
| USRT · iShares Trust | 1,19% | 2 607 692 SH | 8 de agosto de 2026 | Diario |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,16% | 744 772 NS | 31 de mayo de 2026 | N-PORT |
| IYR · iShares Trust | 1,05% | 2 264 623 SH | 8 de agosto de 2026 | Diario |
| URE · ProShares Trust | 0,98% | 28 644 NS | 31 de mayo de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 0,94% | 4 916 965 NS | 31 de mayo de 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 0,88% | 915 750 NS | 30 de abril de 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 0,85% | 7 849 NS | 30 de abril de 2026 | N-PORT |
| ALTL · Pacer Funds Trust | 0,84% | 49 971 NS | 30 de abril de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,79% | 26 463 830 SH | 8 de agosto de 2026 | Diario |
| REET · iShares Trust | 0,79% | 1 901 809 SH | 8 de agosto de 2026 | Diario |
| DRN · Direxion Shares ETF Trust | 0,78% | 22 728 NS | 30 de abril de 2026 | N-PORT |
| HIDV · AB Active ETFs, Inc. | 0,78% | 78 544 NS | 31 de mayo de 2026 | N-PORT |
| FDVV · FIDELITY COVINGTON TRUST | 0,77% | 4 374 865 NS | 30 de abril de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0,76% | 674 033 NS | 30 de abril de 2026 | N-PORT |
| ERET · iShares Trust | 0,69% | 4 624 SH | 8 de agosto de 2026 | Diario |
| DFGR · Dimensional ETF Trust | 0,57% | 1 244 182 NS | 30 de abril de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,47% | 91 740 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,31% | 10 038 563 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,31% | 101 952 SH | 8 de agosto de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,30% | 114 741 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,29% | 395 476 SH | 8 de agosto de 2026 | Diario |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,25% | 94 456 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,25% | 1 878 125 NS | 31 de mayo de 2026 | N-PORT |
| CSM · ProShares Trust | 0,24% | 65 520 NS | 31 de mayo de 2026 | N-PORT |
| PPTY · ETF Series Solutions | 0,23% | 2 947 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,23% | 31 231 SH | 8 de agosto de 2026 | Diario |
| CAPE · DoubleLine ETF Trust | 0,23% | 35 846 NS | 31 de marzo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 282 846 NS | 30 de abril de 2026 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 0,21% | 89 638 NS | 31 de mayo de 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,20% | 9 059 032 | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,20% | 347 500 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,18% | 15 813 684 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,16% | 74 689 SH | 8 de agosto de 2026 | Diario |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,16% | 4 739 000 | 8 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,15% | 59 908 | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,15% | 42 565 SH | 8 de agosto de 2026 | Diario |