DSGX The Descartes Systems Group Inc. - Common Stock
NASDAQ · Technology · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Mar 11, 2026
$80,08
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$62,64mínimo 52 semanas
$98,35máximo 52 semanas
Capitalización Bursátil
$6.89B
P/E
42.8
BPA
$1.87
Ingresos
$729M
tus insignias
Rango 52S
$63–$98
Calificación del Analista
BUY
Precio Objetivo
$101
P/E
42.8
ROE
10.9%
Margen de Beneficio Neto
22.5%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
DSGX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$80.08
Capitalización Bursátil
$6.89B
P/E
42.8
BPA
$1.87
Ingresos
$729M
ROE
10.9%
Rango 52S
$63–$98
DSGX Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$729M2016-01-31 → 2026-01-31
BPA$1.872016-01-31 → 2026-01-31
Flujo de caja libre$261M2016-01-31 → 2026-01-31
Margen neto22.5%2016-01-31 → 2026-01-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | DSGX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 42.8promedio 5A ≈70.9 | ≈70.9 | · | · | |
| P/S | 9.4promedio 5A ≈12.7 | ≈12.7 | · | · | |
| P/B (P/C) | 4.3promedio 5A ≈5.3 | ≈5.3 | · | · | |
| Price / FCF (Precio / FCF) | 26.4promedio 5A ≈33.7 | ≈33.7 | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | 25.9promedio 5A ≈32.8 | ≈32.8 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 26.4promedio 5A ≈37.2 | ≈37.2 | · | · |
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 | DSGX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Gross Margin (Margen Bruto) | 77.1%promedio 5A ≈75.8% | ≈75.8% | · | · | |
| Operating Margin (Margen Operativo) | 28.8%promedio 5A ≈24.5% | ≈24.5% | · | · | |
| EBITDA Margin (Margen EBITDA) | 28.8%promedio 5A ≈24.5% | ≈24.5% | · | · | |
| Pretax Margin (Margen antes de impuestos) | 29.8%promedio 5A ≈24.7% | ≈24.7% | · | · | |
| Net Profit Margin (Margen de Beneficio Neto) | 22.5%promedio 5A ≈19.2% | ≈19.2% | · | · | |
| ROA | 9.2%promedio 5A ≈7.4% | ≈7.4% | · | · | |
| ROE | 10.9%promedio 5A ≈8.6% | ≈8.6% | · | · | |
| ROIC | 9.8%promedio 5A ≈8.1% | ≈8.1% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | DSGX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Current Ratio (Ratio corriente) | 2.2promedio 5A ≈2.1 | ≈2.1 | · | · | |
| Quick Ratio (Ratio Rápido) | 1.9promedio 5A ≈1.8 | ≈1.8 | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | DSGX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.4promedio 5A ≈0.4 | ≈0.4 | · | · | |
| Inventory Turnover (Rotación de Inventario) | 409.5promedio 5A ≈260.2 | ≈260.2 | · | · | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 12.3promedio 5A ≈10.9 | ≈10.9 | · | · | |
| Revenue / Employee (Ingresos / Empleado) | ≈$308.4K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
2.0%
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de septiembre de 2026 | $0.57 | $0.55 | 3.2% | |
| 30 de junio de 2026 | $0.55 | $0.53 | 4.7% | |
| 31 de marzo de 2026 | $0.52 | $0.49 | 5.5% | |
| 31 de enero de 2026 | $0.52 | — | — | |
| 31 de diciembre de 2025 | $0.50 | $0.47 | 7.3% | |
| 30 de septiembre de 2025 | $0.43 | $0.44 | -1.8% | |
| 30 de junio de 2025 | $0.41 | $0.44 | -6.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $729M | $651M | $425M | $349M | $326M | $275M | $237M | $204M | $185M | $171M | $151M | $127M | |
| Cost of Revenue | $167M | $159M | $102M | $90M | $86M | $75M | $64M | $56M | $54M | $55M | $49M | $42M | |
| Gross Profit | $562M | $492M | $323M | $259M | $240M | $200M | $174M | $148M | $131M | $116M | $102M | $84M | |
| R&D Expense | $105M | $95M | $63M | $54M | $54M | $48M | $42M | $36M | $31M | $28M | $26M | $21M | |
| SG&A Expense | $72M | $65M | $44M | $36M | $35M | $30M | $25M | $23M | $22M | $20M | $21M | $16M | |
| Operating Expenses | $352M | $311M | $219M | $187M | $188M | $159M | $138M | $117M | $103M | $93M | $88M | $67M | |
| Operating Income | $210M | $181M | $103M | $71M | $52M | $41M | $36M | $31M | $28M | $23M | $15M | $17M | |
| Interest Expense | · | · | $1M | $1M | $4M | $2M | $1M | $611.0K | $522.0K | $1M | $993.0K | $45.0K | |
| Pretax Income | $217M | $192M | $103M | $70M | $48M | $40M | $35M | $32M | $28M | $22M | $14M | $17M | |
| Income Tax | $53M | $48M | $16M | $18M | $11M | $8M | $8M | $8M | $7M | $7M | $4M | $1M | |
| Net Income | $164M | $143M | $86M | $52M | $37M | $31M | $27M | $24M | $21M | $15M | $10M | $16M | |
| EPS (Basic) | $1.91 | $1.68 | $1.02 | $0.62 | $0.45 | $0.41 | $0.35 | $0.31 | $0.27 | $0.21 | $0.15 | $0.26 | |
| EPS (Diluted) | $1.87 | $1.64 | $1.00 | $0.61 | $0.45 | $0.40 | $0.35 | $0.31 | $0.27 | $0.21 | $0.15 | $0.25 | |
| Shares (Basic) | 85,871,000 | 85,443,000 | 84,591,000 | 84,360,000 | 81,659,000 | 76,832,000 | 76,324,000 | 75,800,000 | 75,595,000 | 70,559 | 62,841,000 | 62,556,000 | |
| Shares (Diluted) | 87,579,000 | 87,323,000 | 86,200,000 | 85,756,000 | 82,867,000 | 77,791,000 | 77,112,000 | 76,515,000 | 76,409,000 | 71,584 | 64,370,000 | 63,860,000 | |
| EBITDA | $210M | · | $103M | $71M | $52M | · | · | · | $28M | · | $15M | $17M |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $357M | $236M | $213M | $134M | $44M | $27M | $35M | $38M | $37M | $118M | $63M | $38M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $5M | · | · | · | |
| Receivables | $65M | $54M | $42M | $37M | $35M | $31M | $29M | $25M | $26M | $23M | $21M | $21M | |
| Inventory | $101.0K | $715.0K | $868.0K | $429.0K | $411.0K | $95.0K | $123.0K | $167.0K | $155.0K | $474.0K | $1M | $812.0K | |
| Prepaid Expense | $34M | $46M | $22M | $17M | $13M | $9M | $8M | $5M | $4M | $4M | $4M | $3M | |
| Other Current Assets | $26M | $17M | $14M | $15M | $7M | $4M | $3M | $3M | $3M | $3M | $4M | $4M | |
| Current Assets | $482M | $353M | $292M | $203M | $100M | $72M | $75M | $73M | $75M | $157M | $110M | $81M | |
| PP&E (Net) | $14M | $12M | $11M | $12M | $14M | $13M | $13M | $10M | $9M | $8M | $9M | $10M | |
| PP&E (Gross) | $42M | $44M | $45M | $42M | $39M | $37M | $38M | $32M | $28M | $29M | $32M | $32M | |
| Accum. Depreciation | $29M | $31M | $35M | $30M | $25M | $24M | $25M | $22M | $19M | $21M | $24M | $22M | |
| Goodwill | $1.03B | $925M | $609M | $565M | $524M | $378M | $350M | $263M | $217M | $147M | $111M | $88M | |
| Intangibles | $332M | $321M | $230M | $240M | $257M | $176M | $178M | $145M | $134M | $115M | $95M | $71M | |
| Other Non-current Assets | $27M | $25M | $19M | $16M | $14M | $11M | $4M | $2M | $468.0K | · | · | · | |
| Total Assets | $1.90B | $1.65B | $1.19B | $1.06B | $943M | $653M | $625M | $501M | $453M | $444M | $344M | $276M | |
| Accounts Payable | $21M | $21M | $11M | $8M | $8M | $5M | $8M | $5M | $4M | $5M | $7M | $6M | |
| Accrued Liabilities | $74M | $80M | $56M | $39M | $35M | $29M | $26M | $23M | $17M | $17M | $17M | $12M | |
| Current Liabilities | $223M | $217M | $133M | $104M | $89M | $70M | $68M | $54M | $40M | $40M | $44M | $28M | |
| Capital Leases | $5M | $5M | $7M | $9M | $9M | · | · | · | · | · | · | · | |
| Deferred Tax | $41M | $34M | $36M | $29M | $15M | $16M | $12M | $10M | $6M | $10M | $14M | $6M | |
| Total Liabilities | $277M | $262M | $186M | $152M | $121M | $120M | $126M | $70M | $51M | $54M | $94M | $38M | |
| Long-term Debt | · | · | · | · | · | · | $37M | · | · | · | $40M | · | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | $40M | · | |
| Common Stock | $591M | $568M | $536M | $532M | $524M | $277M | $275M | $253M | $252M | $248M | $98M | $92M | |
| Retained Earnings | $527M | $364M | $3M | $-84M | $-136M | $-173M | $-212M | $-238M | $-262M | $-283M | $-298M | $-308M | |
| AOCI | $-8M | $-50M | $-12M | $-1M | $-26M | $-25M | $-15M | $-33M | $-35M | $-25M | $-1M | $2M | |
| Stockholders' Equity | $1.62B | $1.39B | $1000M | $911M | $822M | $534M | $499M | $431M | $402M | $390M | $250M | $238M | |
| Liabilities + Equity | $1.90B | $1.65B | $1.19B | $1.06B | $943M | $653M | $625M | $501M | $453M | $444M | $344M | $276M | |
| Shares Outstanding | 86,022,028 | 85,605,969 | 84,756,210 | 84,494,000 | 84,156,000 | 76,865,000 | 76,773,000 | 75,875,000 | 75,761,000 | 75,480,000 | 63,661,000 | 62,654,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $21M | $20M | $11M | $6M | $5M | $4M | $3M | $2M | $2M | $2M | $3M | $1M | |
| Deferred Tax | $11M | $-5M | $2M | $15M | $6M | $2M | $1M | $4M | $6M | $4M | $2M | $-853.0K | |
| Amort. of Intangibles | $81M | $69M | $59M | $56M | $55M | $40M | $33M | $30M | $26M | $22M | $18M | $14M | |
| Restructuring | $5M | $956.0K | $66.0K | $2M | · | $20.0K | $523.0K | $436.0K | $76.0K | · | $2M | · | |
| Operating Cash Flow | $266M | $219M | $176M | $131M | $104M | $78M | $72M | $73M | $54M | $49M | $43M | $30M | |
| CapEx | $6M | $7M | $5M | $4M | $5M | $5M | $5M | $5M | $4M | $3M | $2M | $3M | |
| Investing Cash Flow | $-157M | $-297M | $-95M | $-52M | $-297M | $-73M | $-117M | $-70M | $-130M | $-85M | $-61M | $-58M | |
| Stock Issued | $14M | $12M | $3M | $6M | $238M | $345.0K | $1M | $145.0K | $158.0K | $141M | $4M | $704.0K | |
| Stock Repurchased | $892.0K | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $13M | · | $3M | $6M | $238M | · | · | · | $158.0K | · | $4M | $704.0K | |
| Financing Cash Flow | $5M | $-4M | $2M | $6M | $210M | $-11M | $38M | $-211.0K | $-2M | $97M | $44M | $-898.0K | |
| Net Change in Cash | $120M | $-85M | $80M | $89M | $17M | $-8M | $-3M | $922.0K | $-81M | $55M | $25M | $-28M | |
| Taxes Paid | $57M | · | $13M | $8M | $9M | $8M | $4M | $4M | $4M | $3M | $2M | $1M | |
| Free Cash Flow | $261M | · | $171M | $127M | $99M | · | · | · | $50M | · | $40M | $27M | |
| Levered FCF | · | · | $170M | $127M | $96M | · | · | · | $50M | · | $40M | $27M |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 77.1% | · | 76.0% | 74.2% | 73.7% | · | · | · | 70.9% | · | 67.6% | 66.6% | |
| Operating Margin | 28.8% | · | 24.4% | 20.5% | 16.0% | · | · | · | 15.2% | · | 9.7% | 13.6% | |
| Net Margin | 22.5% | · | 20.3% | 14.9% | 11.4% | · | · | · | 11.1% | · | 6.3% | 12.6% | |
| Pretax Margin | 29.8% | · | 24.2% | 20.2% | 14.7% | · | · | · | 15.0% | · | 9.1% | 13.6% | |
| EBITDA Margin | 28.8% | · | 24.4% | 20.5% | 16.0% | · | · | · | 15.2% | · | 9.7% | 13.6% | |
| ROA | 9.2% | · | 7.7% | 5.2% | 4.6% | · | · | · | 4.6% | · | 3.1% | 6.0% | |
| ROE | 10.9% | · | 9.0% | 6.0% | 5.5% | · | · | · | 5.2% | · | 3.9% | 7.0% | |
| ROIC | 9.8% | · | 8.7% | 5.8% | 4.9% | · | · | · | 5.2% | · | 3.5% | 6.7% |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | · | 2.2 | 1.9 | 1.1 | · | · | · | 1.9 | · | 2.5 | 2.9 | |
| Quick Ratio | 1.9 | · | 1.9 | 1.6 | 0.9 | · | · | · | 1.7 | · | 1.9 | 2.1 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | 0.2 | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | 0.1 | · | |
| Interest Coverage | · | · | 92.1 | 60.2 | 11.8 | · | · | · | 53.8 | · | 14.8 | 382.1 |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.3 | 0.4 | · | · | · | 0.4 | · | 0.5 | 0.5 | |
| Inventory Turnover | 409.5 | · | 157.0 | 214.1 | 338.8 | · | · | · | 171.3 | · | 45.4 | 69.2 | |
| Receivables Turnover | 12.3 | · | 10.8 | 9.6 | 9.8 | · | · | · | 7.7 | · | 7.3 | 6.8 |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $18.82 | · | $11.80 | $10.78 | $9.76 | · | · | · | $5.31 | · | $3.93 | $3.78 | |
| Revenue / Share | $8.32 | · | $4.93 | $4.07 | $3.93 | · | · | · | $2.42 | · | $2.35 | $1.99 | |
| Cash Flow / Share | $3.04 | · | $2.04 | $1.53 | $1.26 | · | · | · | $0.71 | · | $0.66 | $0.48 | |
| Cash / Share | $4.14 | · | $2.52 | $1.58 | $0.53 | · | · | · | $0.49 | · | $0.98 | $0.60 | |
| EPS (TTM) | $1.87 | · | $1.00 | $0.61 | $0.45 | · | · | · | $0.27 | · | $0.15 | $0.25 |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $729M | · | $425M | $349M | $326M | · | · | · | $185M | · | $151M | $127M | |
| Net Income TTM | $164M | · | $86M | $52M | $37M | · | · | · | $21M | · | $10M | $16M | |
| Market Cap | $6.41B | · | $6.17B | $5.16B | $3.77B | · | · | · | $1.35B | · | $915M | $590M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | $893M | · | |
| P/E | 39.8 | · | 72.8 | 100.1 | 99.6 | · | · | · | 65.9 | · | 95.9 | 37.6 | |
| P/S | 8.8 | · | 14.5 | 14.8 | 11.6 | · | · | · | 7.3 | · | 6.1 | 4.6 | |
| P/B | 4.0 | · | 6.2 | 5.7 | 4.6 | · | · | · | 3.4 | · | 3.7 | 2.5 | |
| P / Tangible Book | 24.6 | · | 38.2 | 48.7 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 24.1 | · | 35.0 | 39.3 | 36.2 | · | · | · | 24.9 | · | 21.5 | 19.4 | |
| P / FCF | 24.6 | · | 36.0 | 40.5 | 38.0 | · | · | · | 27.0 | · | 22.8 | 22.0 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | 60.9 | · | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | 22.2 | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | 5.9 | · | |
| Earnings Yield | 2.5% | · | 1.4% | 1.0% | 1.0% | · | · | · | 1.5% | · | 1.0% | 2.7% |
Por Acción
| Métrica | Tendencia | Q4 2025 | Q4 2024 | Q4 2023 | Q4 2019 | Q4 2018 | Q4 2017 | Q4 2015 | Q4 2011 | Q4 2010 | Q4 2009 | Q4 2008 | Q4 2006 | Q4 2005 | Q4 2004 | Q4 2003 | Q4 2002 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS (TTM) | $1.64 | $1.34 | · | · | · | · | · | $0.18 | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | Q4 2025 | Q4 2024 | Q4 2023 | Q4 2019 | Q4 2018 | Q4 2017 | Q4 2015 | Q4 2011 | Q4 2010 | Q4 2009 | Q4 2008 | Q4 2006 | Q4 2005 | Q4 2004 | Q4 2003 | Q4 2002 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $651M | $573M | · | · | · | · | · | $99M | · | · | · | · | · | · | · | · | |
| Net Income TTM | $143M | $116M | · | · | · | · | · | $12M | · | · | · | · | · | · | · | · | |
| P/E | 70.6 | 65.4 | · | · | · | · | · | 38.7 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 1.4% | 1.5% | · | · | · | · | · | 2.6% | · | · | · | · | · | · | · | · |
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 | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2022-01-31 | 2021-01-31 |
|---|---|---|---|---|---|
| Ingresos | $729M | $651M | $573M | $425M | $349M |
| Margen Bruto % | 77.1% | · | · | 76.0% | 74.2% |
| Margen Operativo % | 28.8% | · | · | 24.4% | 20.5% |
| Beneficio neto | $164M | $143M | $116M | $86M | $52M |
| EPS Diluido | $1.87 | $1.64 | $1.34 | $1.00 | $0.61 |
| Métrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2022-01-31 | 2021-01-31 |
|---|---|---|---|---|---|
| Ratio corriente | 2.2 | · | · | 2.2 | 1.9 |
| Ratio Rápido | 1.9 | · | · | 1.9 | 1.6 |
| Métrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2022-01-31 | 2021-01-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $261M | · | · | $171M | $127M |
Propietarios institucionales (13F) 372 declarantes · $4.9B 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
372
Valor en tenencia
$4.9B
Nuevas posiciones
40
Posiciones cerradas
48
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 40 (-26 vs trimestre anterior) | 48 (-6 vs trimestre anterior) | 124 (-20 vs trimestre anterior) | 146 (+27 vs trimestre anterior) | -815K |
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 GROUP INC | $316 049 853 | 3 602 652 | 6,41% | Acciones |
| 1832 Asset Management L.P. | $264 925 119 | 3 826 186 | 5,37% | Acciones |
| JARISLOWSKY, FRASER Ltd | $233 859 687 | 2 483 153 | 4,74% | Acciones |
| MACKENZIE FINANCIAL CORP | $193 646 693 | 1 971 360 | 3,93% | Acciones |
| JANUS HENDERSON GROUP PLC | $184 127 108 | 2 574 468 | 3,73% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $166 190 246 | 2 399 478 | 3,37% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $141 403 189 | 2 045 632 | 2,87% | Acciones |
| Temasek Holdings (Private) Ltd | $139 065 021 | 2 011 165 | 2,82% | Acciones |
| Conestoga Capital Advisors, LLC | $129 122 283 | 1 864 851 | 2,62% | Acciones |
| BANK OF MONTREAL /CAN/ | $125 366 772 | 1 811 867 | 2,54% | Acciones |
| MORGAN STANLEY | $116 868 823 | 1 687 878 | 2,37% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $105 798 189 | 1 528 720 | 2,15% | Acciones |
| Waratah Capital Advisors Ltd. | $100 237 225 | 1 447 678 | 2,03% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $94 401 877 | 1 363 426 | 1,91% | Acciones |
| Select Equity Group, L.P. | $89 387 604 | 1 290 947 | 1,81% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $81 169 525 | 1 170 156 | 1,65% | Acciones |
| NORGES BANK | $79 848 443 | 1 154 012 | 1,62% | Acciones |
| FMR LLC | $79 039 215 | 1 141 446 | 1,60% | Acciones |
| Fiera Capital Corp | $77 611 453 | 1 122 573 | 1,57% | Acciones |
| ROYAL BANK OF CANADA | $74 752 000 | 1 079 587 | 1,52% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $73 944 060 | 1 067 938 | 1,50% | Acciones |
| FIL Ltd | $70 503 201 | 1 017 929 | 1,43% | Acciones |
| TD Asset Management Inc | $69 749 194 | 1 007 392 | 1,41% | Acciones |
| CIBC Asset Management Inc | $62 350 586 | 891 122 | 1,26% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $58 755 388 | 849 164 | 1,19% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $57 845 658 | 835 437 | 1,17% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $56 844 013 | 822 771 | 1,15% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $52 728 469 | 761 301 | 1,07% | Acciones |
| PRIMECAP MANAGEMENT CO/CA/ | $50 460 381 | 728 775 | 1,02% | Acciones |
| BlackRock, Inc. | $48 683 640 | 703 114 | 0,99% | Acciones |
| D. E. Shaw & Co., Inc. | $45 596 761 | 658 561 | 0,92% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $45 411 677 | 655 859 | 0,92% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $44 372 039 | 640 844 | 0,90% | Acciones |
| Ninety One UK Ltd | $44 312 159 | 640 007 | 0,90% | Acciones |
| Clearbridge Investments, LLC | $40 188 700 | 580 426 | 0,82% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $37 592 625 | 542 896 | 0,76% | Acciones |
| FRANKLIN RESOURCES INC | $35 998 200 | 519 930 | 0,73% | Acciones |
| GOLDMAN SACHS GROUP INC | $35 284 288 | 509 594 | 0,72% | Acciones |
| BANK OF AMERICA CORP /DE/ | $35 268 917 | 509 372 | 0,72% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $33 787 804 | 487 981 | 0,69% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $32 342 377 | 467 971 | 0,66% | Acciones |
| BANK OF NOVA SCOTIA | $28 827 061 | 416 236 | 0,58% | Acciones |
| NZS Capital, LLC | $27 622 952 | 398 945 | 0,56% | Acciones |
| Vanguard Global Advisers, LLC | $25 350 219 | 366 010 | 0,51% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $25 154 011 | 363 303 | 0,51% | Acciones |
| Dixon Mitchell Investment Counsel Inc. | $24 361 040 | 351 850 | 0,49% | Acciones |
| Legal & General Group Plc | $24 200 550 | 349 533 | 0,49% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $23 661 734 | 341 735 | 0,48% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $21 045 369 | 304 148 | 0,43% | Acciones |
| SEB Asset Management AB | $20 769 946 | 299 986 | 0,42% | Acciones |
Propiedad de ETFs Mantenido por 10 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 |
|---|---|---|---|---|
| IGV · iShares Trust | 0,21% | 393 243 SH | 11 de septiembre de 2026 | Diario |
| DFIS · Dimensional ETF Trust | 0,05% | 36 797 NS | 31 de julio de 2026 | N-PORT |
| WRND · New York Life Investments ETF Trust | 0,04% | 53 NS | 31 de julio de 2026 | N-PORT |
| SPWO · SP Funds Trust | 0,03% | 782 NS | 31 de julio de 2026 | N-PORT |
| IGM · iShares Trust | 0,03% | 40 430 SH | 11 de septiembre de 2026 | Diario |
| DFSI · Dimensional ETF Trust | 0,02% | 2 370 NS | 31 de julio de 2026 | N-PORT |
| TLTD · FlexShares Trust | 0,01% | 1 159 NS | 31 de julio de 2026 | N-PORT |
| DFAI · Dimensional ETF Trust | 0,01% | 28 667 NS | 31 de julio de 2026 | N-PORT |
| DFIC · Dimensional ETF Trust | 0,01% | 15 364 NS | 31 de julio de 2026 | N-PORT |
| DFAX · Dimensional ETF Trust | 0,01% | 9 926 NS | 31 de julio de 2026 | N-PORT |
DSGX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 10 analistas
COMPRA
Objetivo mediano
$98.00
+22,4%
1 10,0%
Compra fuerte
7 70,0%
Compra
2 20,0%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
13 analistas · 2026-09-29Objetivo medio $101.23 +26,4%
← Por Debajo de Todos los Objetivos
Precio Actual $80.08
Mín$82.00
Media$101.23
Máx$126.00
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 40-F presentada el Mar 11, 2026