DT Dynatrace, Inc. Common Stock
$48,61
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$32–$53
78% of range
Calificación del Analista
BUY
45 analysts
Precio Objetivo
$58
+19% upside
P/E (TTM)
90.0
ROE
6.0%
Margen de Beneficio Neto
8.1%
Acerca de Dynatrace, Inc. Common Stock Descripción general de la empresa de Wikipedia
Dynatrace, Inc. es una empresa tecnológica multinacional estadounidense que ofrece una plataforma de observabilidad basada en inteligencia artificial. Su software se utiliza para supervisar, analizar y optimizar el rendimiento de las aplicaciones, el desarrollo de software, las prácticas de ciberseguridad, la infraestructura de TI y la experiencia del usuario.
Leer más
Dynatrace, Inc. es una empresa tecnológica multinacional estadounidense que ofrece una plataforma de observabilidad basada en inteligencia artificial. Su software se utiliza para supervisar, analizar y optimizar el rendimiento de las aplicaciones, el desarrollo de software, las prácticas de ciberseguridad, la infraestructura de TI y la experiencia del usuario.
Dynatrace utiliza una forma patentada de inteligencia artificial llamada Davis para descubrir, mapear y supervisar aplicaciones, microservicios, plataformas de orquestación de contenedores como Kubernetes e infraestructura de TI que se ejecuta en entornos de red multicloud, híbridos e hiperescala. La plataforma también proporciona solución automatizada de problemas y análisis del impacto de carbono de TI.
Los componentes de la plataforma incluyen supervisión de infraestructuras, supervisión de aplicaciones y microservicios, seguridad de aplicaciones, experiencia digital, observabilidad empresarial, observabilidad de IA y automatización en la nube.
OneAgent: Recopilación automatizada de datos
SmartScape: Mapeo topológico actualizado continuamente
PurePath: Seguimiento distribuido a nivel de código
AppEngine: Desarrollo de aplicaciones con poco código para observabilidad/seguridad/datos empresariales
AutomationEngine: Flujos de trabajo DevOps automatizados
Grail data lakehouse: Almacenamiento sin índices y con esquema en lectura para análisis con lenguaje de consulta DQL
Davis AI: IA causal, análisis predictivo, IA generativa para el análisis de causas raíz y observabilidad de la IA análisis predictivo e IA generativa.
La plataforma incluye Dynatrace Hub para publicar aplicaciones de observabilidad específicas e integraciones con más de 715 tecnologías, entre las que se incluyen AWS, Docker, Java y Prometheus.
Dynatrace proporciona observabilidad multicloud tanto a modelos de implementación SaaS como de servicios gestionados, en colaboración con proveedores de servicios como Amazon Web Services, Microsoft Azure y Google Cloud Platform.
Contribuciones de código abierto
Dynatrace es compatible con proyectos de la CNCF, entre los que se incluyen Keptn, W3C Trace Context, OpenTelemetry y OpenFeature.
Historia
Dynatrace se fundó en 2005 en Linz, Austria, con el nombre de dynaTrace Software GmbH. La empresa fue adquirida por Compuware en 2011, luego pasó a ser privada por Thoma Bravo en 2014 y cambió su nombre a Dynatrace. En 2015, se fusionó con Keynote Systems. La empresa salió a bolsa en la Bolsa de Nueva York en 2019.
Rick McConnell ocupa el cargo de director ejecutivo desde 2021.
Adquisiciones
Keynote Systems (2015): Gestión del rendimiento de las aplicaciones
Matrix.net / Xaffire: Métricas y análisis del rendimiento de Internet
Qumram (2017): Tecnología de reproducción de sesiones
SpectX (2021): Análisis y análisis de alta velocidad
Rookout (2023): Observabilidad centrada en el desarrollador
Runecast (2024): Seguridad y cumplimiento normativo
Metis (2025): Observabilidad de bases de datos impulsada por IA
DevCycle (2026): Plataforma de gestión de funciones y experimentación
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
DT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$48.61
Capitalización Bursátil
$14.32B
P/E (TTM)
90.0
BPA (TTM)
$0.54
Ingresos (TTM)
$2.02B
Rendimiento div.
—
ROE
6.0%
Deuda/Capital
—
Rango 52S
$32 – $53
DT 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
$2.02B
2018-03-31
→
2026-03-31
BPA
$0.54
2020-03-31
→
2026-03-31
Flujo de caja libre
$530M
2020-03-31
→
2026-03-31
Márgenes
8.1%
2020-03-31
→
2026-03-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
DT
Mediana de Pares
P/E (TTM)
90.0
44.3
P/S (TTM) (P/V (TTM))
7.1
7.8
P/B (P/C)
5.5
8.5
Price / FCF (Precio / FCF)
27.0
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
DT
Mediana de Pares
Gross Margin (Margen Bruto)
81.6%
79.3%
Operating Margin (Margen Operativo)
12.2%
—
Net Profit Margin (Margen de Beneficio Neto)
8.1%
14.8%
ROA
3.8%
7.7%
ROE
6.0%
13.2%
ROIC
5.1%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
DT
Mediana de Pares
Current Ratio (Ratio corriente)
1.4
1.6
Quick Ratio (Ratio Rápido)
1.2
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
DT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
18.8%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
20.3%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
23.5%
—
EPS YoY (EPS interanual)
-66.0%
—
Net Income YoY (Beneficio Neto interanual)
-66.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
DT
Mediana de Pares
DT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
45 analistas
- Compra fuerte 13 28,9%
- Compra 20 44,4%
- Mantener 12 26,7%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
31 analistas · 2026-08-19
Mediana
$60.00
Media
$58.06
Ahora
$48.61
Mín
$42.00
Máx
$65.00
Objetivo mediano
$60.00
+23,4%
Objetivo medio
$58.06
+19,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2027 | $0.48 | $0.46 | 0.02% |
| 30 de junio de 2026 | $0.48 | $0.46 | 0.02% |
| 31 de marzo de 2026 | $0.41 | $0.40 | 0.01% |
| 31 de diciembre de 2025 | $0.44 | $0.42 | 0.02% |
| 30 de septiembre de 2025 | $0.44 | $0.42 | 0.02% |
| 30 de junio de 2025 | $0.42 | $0.39 | 0.03% |
| 31 de marzo de 2025 | $0.33 | $0.31 | 0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| DT | $10.90B | 68.5 | 18.8% | 8.1% | 6.0% | 81.6% |
| NTNX | $20.22B | 115.6 | 18.1% | 7.4% | -25.1% | 86.8% |
| PTC | $24.27B | 33.4 | 19.2% | 26.8% | 20.3% | 83.8% |
| GWRE | $19.12B | 279.3 | 22.6% | 5.8% | 5.1% | 62.5% |
| AUR | — | — | — | — | — | — |
| FIG | $19.17B | -10.1 | 41.0% | -118.4% | -85.1% | 82.4% |
| TYL | $21.86B | 63.0 | 9.1% | 13.5% | 8.6% | 46.5% |
| TRMB | $18.49B | 44.5 | -2.6% | 11.8% | 7.4% | 69.1% |
| DOCU | $10.45B | 35.7 | 8.2% | 9.6% | 15.8% | 79.4% |
| MANH | $10.37B | 48.1 | 3.8% | 20.3% | 74.1% | — |
| BMNR | $10M | 3.3 | 84.1% | 5719.1% | 8.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.02B | $1.70B | $1.43B | $1.16B | $929M | $704M | $546M | $431M | $398M | |
| Cost of Revenue | $372M | $320M | $266M | $223M | $173M | $128M | $129M | $107M | $97M | |
| Gross Profit | $1.65B | $1.38B | $1.16B | $936M | $757M | $576M | $417M | $324M | $302M | |
| R&D Expense | $474M | $385M | $305M | $218M | $156M | $111M | $119M | $77M | $58M | |
| SG&A Expense | $217M | $195M | $174M | $150M | $127M | $92M | $162M | $92M | $64M | |
| Operating Expenses | $1.40B | $1.20B | $1.04B | $843M | $675M | $484M | $589M | $397M | $323M | |
| Operating Income | $245M | $179M | $128M | $93M | $81M | $92M | $-172M | $-73M | $-22M | |
| Interest Expense | $800.0K | $1M | $1M | $9M | $10M | · | · | · | · | |
| Other Non-op | $7M | $-4M | $-11M | $565.0K | $544.0K | $162.0K | $-1M | $3M | $5M | |
| Pretax Income | $300M | $223M | $155M | $90M | $72M | $78M | $-219M | $-140M | $-52M | |
| Income Tax | $137M | $-260M | $283.0K | $-18M | $19M | $2M | $195M | $-24M | $-61M | |
| Net Income | $163M | $484M | $155M | $108M | $52M | $76M | $-414M | $-116M | $9M | |
| EPS (Basic) | $0.54 | $1.62 | $0.53 | $0.38 | $0.18 | $0.27 | $-1.56 | · | · | |
| EPS (Diluted) | $0.54 | $1.59 | $0.52 | $0.37 | $0.18 | $0.26 | $-1.56 | · | · | |
| Shares (Basic) | 300,102,000 | 298,384,000 | 294,051,000 | 287,700,000 | 284,161,000 | 280,469,000 | 264,933,000 | · | · | |
| Shares (Diluted) | 303,727,000 | 303,602,000 | 299,280,000 | 291,617,000 | 290,903,000 | 286,509,000 | 264,933,000 | · | · | |
| EBITDA | $245M | $179M | $128M | $105M | $92M | $101M | $-164M | · | · |
Balance general 27
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.10B | $1.02B | $779M | $555M | $463M | $325M | $213M | $51M | · | |
| Short-term Investments | · | $96M | $58M | $0 | · | · | · | · | · | |
| Receivables | $710M | $624M | $603M | $443M | $351M | $242M | $157M | $115M | · | |
| Prepaid Expense | $114M | $84M | $67M | $37M | $72M | $64M | $79M | $19M | · | |
| Other Current Assets | $19M | $13M | $9M | $4M | $7M | $2M | $510.0K | $1M | · | |
| Current Assets | $2.12B | $1.93B | $1.61B | $1.12B | $948M | $680M | $488M | $213M | · | |
| PP&E (Net) | $73M | $62M | $53M | $54M | $45M | $37M | $32M | $18M | · | |
| PP&E (Gross) | $149M | $129M | $105M | $95M | $79M | $62M | $52M | $57M | · | |
| Accum. Depreciation | $76M | $67M | $51M | $41M | $33M | $25M | $20M | $40M | · | |
| Goodwill | $1.35B | $1.34B | $1.34B | $1.28B | $1.28B | $1.27B | $1.27B | $1.27B | · | |
| Intangibles | $23M | $26M | $51M | $64M | $106M | $149M | $202M | $259M | · | |
| Other Non-current Assets | $33M | $41M | $25M | $14M | $10M | $10M | $8M | $9M | · | |
| Total Assets | $4.42B | $4.14B | $3.41B | $2.77B | $2.54B | $2.26B | $2.05B | $1.81B | · | |
| Accounts Payable | $3M | $27M | $21M | $22M | $23M | $10M | $11M | $7M | · | |
| Accrued Liabilities | $302M | $253M | $234M | $188M | $142M | $120M | $95M | $65M | · | |
| Current Liabilities | $1.57B | $1.38B | $1.26B | $1.04B | $866M | $648M | $490M | $951M | · | |
| Capital Leases | $142M | $61M | $54M | $60M | $52M | $38M | · | · | · | |
| Deferred Tax | $2M | $419.0K | $1M | $280.0K | $85.0K | $1M | $0 | $48M | · | |
| Total Liabilities | $1.80B | $1.52B | $1.39B | $1.16B | $1.24B | $1.14B | $1.08B | $2.20B | · | |
| Long-term Debt | · | · | · | · | $274M | $392M | $510M | $1.02B | · | |
| Total Debt | · | · | · | $0 | $274M | $392M | $510M | · | · | |
| Paid-in Capital | $2.20B | $2.37B | $2.25B | $1.99B | $1.79B | $1.65B | $1.57B | $-185M | · | |
| Retained Earnings | $448M | $285M | $-199M | $-353M | $-461M | $-514M | $-590M | $-176M | · | |
| AOCI | $-36M | $-35M | $-35M | $-32M | $-27M | $-26M | $-18M | $-30M | · | |
| Stockholders' Equity | $2.61B | $2.62B | $2.02B | $1.60B | $1.30B | $1.11B | $966M | $-390M | $-269M | |
| Liabilities + Equity | $4.42B | $4.14B | $3.41B | $2.77B | $2.54B | $2.26B | $2.05B | $1.81B | · | |
| Shares Outstanding | 294,652,951 | 299,813,000 | 296,963,000 | 290,411,000 | 286,053,000 | 283,130,000 | 280,853,000 | 0 | 0 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | $12M | $11M | $9M | $8M | $7M | $9M | |
| Stock-based Comp | $300M | $272M | $209M | $147M | $100M | $58M | $222M | $71M | $22M | |
| Deferred Tax | $25M | $-393M | $-60M | $-53M | $-13M | $-7M | $-46M | $-33M | $-73M | |
| Amort. of Intangibles | $6M | $29M | $39M | $42M | $46M | $52M | $58M | $73M | $73M | |
| Restructuring | · | · | · | · | $0 | $0 | $900.0K | $2M | $5M | |
| Other Non-cash | · | · | · | $141M | $101M | $85M | $104M | · | · | |
| Operating Cash Flow | $562M | $459M | $378M | $355M | $251M | $220M | $-142M | $147M | $119M | |
| CapEx | $32M | $26M | $26M | $22M | $18M | $14M | $20M | $7M | $12M | |
| Investing Cash Flow | $-16M | $-69M | $-193M | $-22M | $-31M | $-14M | $-21M | $-9M | $-27M | |
| Debt Issued | · | · | · | · | · | $0 | $0 | $1.12B | $0 | |
| Net Debt Issued | · | $0 | $0 | $-281M | $-120M | $0 | $0 | · | · | |
| Stock Repurchased | $479M | $173M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-479M | $-173M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-474M | $-152M | $51M | $-232M | $-81M | $-98M | $329M | $-161M | $-76M | |
| Net Change in Cash | $80M | $238M | $224M | $92M | $138M | $112M | $162M | $-26M | $20M | |
| Taxes Paid | $118M | $118M | $81M | $-14M | $24M | $-7M | $267M | $6M | $13M | |
| Free Cash Flow | $530M | $433M | $352M | $333M | $233M | $206M | $-162M | · | · | |
| Levered FCF | $529M | $431M | $350M | · | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 81.6% | 81.2% | 81.4% | 80.8% | 81.4% | 81.8% | 76.4% | · | · | |
| Operating Margin | 12.2% | 10.6% | 9.0% | 8.0% | 8.8% | 13.1% | -31.5% | · | · | |
| Net Margin | 8.1% | 28.5% | 10.8% | 9.3% | 5.6% | 10.8% | -76.6% | · | · | |
| Pretax Margin | 14.8% | 13.2% | 10.8% | 7.8% | 7.7% | 11.1% | -40.0% | · | · | |
| EBITDA Margin | 12.2% | 10.6% | 9.0% | 9.1% | 9.9% | 14.3% | -30.0% | · | · | |
| ROA | 3.8% | 12.8% | 5.0% | 4.1% | 2.2% | 3.5% | -21.7% | · | · | |
| ROE | 6.0% | 18.7% | 7.9% | 7.0% | 4.1% | 7.0% | -45.2% | · | · | |
| ROIC | 5.1% | 14.8% | 6.4% | 6.9% | 3.8% | 5.9% | -22.4% | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | 1.3 | 1.1 | 1.1 | 1.1 | 1.0 | · | · | |
| Quick Ratio | 1.2 | 1.3 | 1.1 | 1.0 | 0.9 | 0.9 | 0.8 | · | · | |
| Debt / Equity | · | · | · | 0.0 | 0.2 | 0.4 | 0.5 | · | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.2 | 0.4 | 0.5 | · | · | |
| Interest Coverage | 306.7 | 179.4 | 91.7 | · | · | · | · | · | · |
Eficiencia 2
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 | · | · | |
| Receivables Turnover | 3.0 | 2.8 | 2.7 | 2.9 | 3.1 | 3.5 | 4.0 | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.8% | 18.8% | 23.5% | 24.6% | 32.1% | · | · | · | · | |
| Revenue CAGR 3Y | 20.3% | 22.3% | 26.7% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | |
| EPS YoY | -66.0% | 205.8% | 40.5% | 105.6% | -30.8% | · | · | · | · | |
| EPS CAGR 3Y | 13.4% | 106.7% | 26.0% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 15.7% | · | · | · | · | · | · | · | · | |
| Net Income YoY | -66.4% | 212.8% | 43.2% | 105.8% | -30.7% | · | · | · | · | |
| Net Income CAGR 3Y | 14.6% | 109.7% | 26.9% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 16.5% | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.02B | $1.70B | $1.43B | $1.16B | $929M | $704M | $546M | · | · | |
| Net Income TTM | $163M | $484M | $155M | $108M | $52M | $76M | $-414M | · | · | |
| Market Cap | $10.90B | $14.14B | $13.79B | $12.28B | $13.47B | $13.66B | $6.70B | · | · | |
| Enterprise Value | · | · | · | $11.73B | $13.28B | $13.73B | $6.99B | · | · | |
| P/E | 68.5 | 29.7 | 89.3 | 114.3 | 261.7 | 185.5 | -15.3 | · | · | |
| P/S | 5.4 | 8.3 | 9.6 | 10.6 | 14.5 | 19.4 | 12.3 | · | · | |
| P/B | 4.2 | 5.4 | 6.8 | 7.7 | 10.3 | 12.3 | 7.0 | · | · | |
| P / Tangible Book | 8.8 | 11.2 | 21.9 | 47.3 | · | · | · | · | · | |
| P / Cash Flow | 19.4 | 30.8 | 36.5 | 34.6 | 53.7 | 62.0 | -47.0 | · | · | |
| P / FCF | 20.6 | 32.6 | 39.2 | 36.9 | 57.8 | 66.2 | -41.3 | · | · | |
| EV / EBITDA | · | · | · | 111.4 | 144.5 | 136.0 | -42.6 | · | · | |
| EV / FCF | · | · | · | 35.2 | 57.0 | 66.5 | -43.1 | · | · | |
| EV / Revenue | · | · | · | 10.1 | 14.3 | 19.5 | 12.8 | · | · | |
| Earnings Yield | 1.5% | 3.4% | 1.1% | 0.87% | 0.38% | 0.54% | -6.5% | · | · |
Estado de resultados 16
| 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 | $555M | $532M | $515M | $494M | $477M | $445M | $436M | $418M | $399M | $381M | $365M | $352M | $333M | $314M | $297M | $279M | |
| Cost of Revenue | $103M | $101M | $96M | $90M | $85M | $85M | $83M | $78M | $75M | $72M | $68M | $64M | $62M | $60M | $56M | $56M | |
| Gross Profit | $451M | $430M | $420M | $404M | $392M | $360M | $354M | $340M | $324M | $309M | $297M | $287M | $271M | $255M | $242M | $224M | |
| R&D Expense | $136M | $131M | $121M | $115M | $108M | $103M | $98M | $95M | $88M | $84M | $80M | $74M | $66M | $62M | $55M | $53M | |
| SG&A Expense | $62M | $60M | $52M | $48M | $56M | $52M | $49M | $49M | $45M | $47M | $43M | $45M | $39M | $43M | $34M | $38M | |
| Operating Expenses | $380M | $393M | $347M | $331M | $330M | $317M | $306M | $293M | $282M | $286M | $262M | $252M | $236M | $235M | $208M | $203M | |
| Operating Income | $71M | $37M | $73M | $73M | $62M | $43M | $47M | $47M | $42M | $23M | $36M | $35M | $34M | $19M | $34M | $20M | |
| Other Non-op | $432.0K | $-638.0K | $-370.0K | $894.0K | $7M | $2M | $-2M | $-2M | $-2M | $-4M | $-4M | $-3M | $252.0K | $2M | $2M | $-1M | |
| Pretax Income | $81M | $47M | $84M | $87M | $81M | $56M | $57M | $58M | $53M | $30M | $42M | $41M | $42M | $26M | $31M | $19M | |
| Income Tax | $44M | $29M | $44M | $30M | $33M | $16M | $-305M | $14M | $14M | $-8M | $-267.0K | $5M | $3M | $-54M | $16M | $8M | |
| Net Income | $37M | $17M | $40M | $57M | $48M | $39M | $362M | $44M | $39M | $38M | $43M | $36M | $38M | $80M | $15M | $11M | |
| EPS (Basic) | $0.13 | $0.06 | $0.13 | $0.19 | $0.16 | $0.13 | $1.21 | $0.15 | $0.13 | $0.14 | $0.14 | $0.12 | $0.13 | $0.28 | $0.05 | $0.04 | |
| EPS (Diluted) | $0.12 | $0.06 | $0.13 | $0.19 | $0.16 | $0.12 | $1.19 | $0.15 | $0.13 | $0.13 | $0.14 | $0.12 | $0.13 | $0.27 | $0.05 | $0.04 | |
| Shares (Basic) | 292,202,000 | -602,736,000 | 301,127,000 | 301,558,000 | 300,153,000 | -595,709,000 | 298,646,000 | 298,089,000 | 297,358,000 | -585,797,000 | 294,869,000 | 293,654,000 | 291,325,000 | -573,650,000 | 287,957,000 | 287,190,000 | |
| Shares (Diluted) | 293,744,000 | -607,986,000 | 303,250,000 | 304,303,000 | 304,160,000 | -602,204,000 | 303,467,000 | 301,373,000 | 300,966,000 | -594,147,000 | 299,246,000 | 297,794,000 | 296,387,000 | -580,236,000 | 291,228,000 | 290,601,000 | |
| EBITDA | $71M | · | $73M | $73M | $62M | · | $47M | $47M | $42M | · | $36M | $35M | $34M | · | $34M | $20M |
Balance general 27
| 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 | $1.06B | $1.10B | $1.09B | $1.23B | $1.25B | $1.02B | $907M | $907M | $930M | $779M | $783M | $702M | $701M | · | $422M | $563M | |
| Short-term Investments | · | · | $97M | $90M | $99M | $96M | $100M | $98M | $82M | $58M | · | · | · | · | · | · | |
| Receivables | $380M | $710M | $468M | $315M | $292M | $624M | $392M | $303M | $245M | $603M | $362M | $263M | $238M | · | $304M | $186M | |
| Prepaid Expense | $105M | $114M | $87M | $87M | $101M | $84M | $73M | $69M | $67M | $67M | $52M | $53M | $52M | · | $33M | $39M | |
| Other Current Assets | · | $19M | · | · | · | $13M | · | · | · | $9M | · | · | · | · | · | · | |
| Current Assets | $1.72B | $2.12B | $1.87B | $1.84B | $1.85B | $1.93B | $1.58B | $1.48B | $1.42B | $1.61B | $1.29B | $1.10B | $1.07B | · | $831M | $851M | |
| PP&E (Net) | $72M | $73M | $68M | $66M | $66M | $62M | $49M | $53M | $51M | $53M | $49M | $47M | $54M | · | $51M | $46M | |
| PP&E (Gross) | · | $149M | · | · | · | $129M | · | · | · | $105M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $76M | · | · | · | $67M | · | · | · | $51M | · | · | · | · | · | · | |
| Goodwill | $1.41B | $1.35B | $1.35B | $1.34B | $1.34B | $1.34B | $1.34B | $1.34B | $1.33B | $1.34B | $1.31B | $1.31B | $1.28B | · | $1.28B | $1.28B | |
| Intangibles | $65M | $23M | $23M | $24M | $25M | $26M | $23M | $32M | $41M | $51M | $54M | $52M | $54M | · | $74M | $84M | |
| Other Non-current Assets | $42M | $33M | $38M | $41M | $41M | $41M | $36M | $32M | $30M | $25M | $22M | $16M | $14M | · | $15M | $14M | |
| Total Assets | $4.11B | $4.42B | $4.10B | $4.08B | $4.08B | $4.14B | $3.74B | $3.33B | $3.26B | $3.41B | $3.00B | $2.78B | $2.73B | · | $2.41B | $2.42B | |
| Accounts Payable | $8M | $3M | $11M | $22M | $8M | $27M | $9M | $17M | $4M | $21M | $13M | $16M | $6M | · | $15M | $5M | |
| Accrued Liabilities | $287M | $302M | $240M | $230M | $207M | $253M | $213M | $209M | $170M | $234M | $172M | $147M | $156M | · | $154M | $130M | |
| Current Liabilities | $1.43B | $1.57B | $1.19B | $1.16B | $1.23B | $1.38B | $1.05B | $1.05B | $1.05B | $1.26B | $959M | $856M | $900M | · | $831M | $709M | |
| Capital Leases | $136M | $142M | $68M | $70M | $72M | $61M | $61M | $65M | $66M | $54M | $58M | $60M | $63M | · | $60M | $54M | |
| Deferred Tax | $2M | $2M | $1M | $871.0K | $440.0K | $419.0K | $563.0K | $996.0K | $994.0K | $1M | $321.0K | $305.0K | $302.0K | · | $23.0K | $0 | |
| Total Liabilities | $1.66B | $1.80B | $1.35B | $1.30B | $1.38B | $1.52B | $1.18B | $1.19B | $1.19B | $1.39B | $1.09B | $981M | $1.02B | · | $947M | $1.02B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $215M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $215M | |
| Paid-in Capital | $2.00B | $2.20B | $2.35B | $2.42B | $2.40B | $2.37B | $2.34B | $2.30B | $2.26B | $2.25B | $2.19B | $2.11B | $2.05B | · | $1.93B | $1.87B | |
| Retained Earnings | $484M | $448M | $430M | $390M | $333M | $285M | $246M | $-116M | $-160M | $-199M | $-237M | $-279M | $-315M | · | $-434M | $-449M | |
| AOCI | $-36M | $-36M | $-34M | $-36M | $-35M | $-35M | $-33M | $-36M | $-36M | $-35M | $-36M | $-34M | $-33M | · | $-30M | $-24M | |
| Stockholders' Equity | $2.45B | $2.61B | $2.75B | $2.78B | $2.70B | $2.62B | $2.55B | $2.14B | $2.07B | $2.02B | $1.91B | $1.80B | $1.70B | $1.60B | $1.47B | $1.40B | |
| Liabilities + Equity | $4.11B | $4.42B | $4.10B | $4.08B | $4.08B | $4.14B | $3.74B | $3.33B | $3.26B | $3.41B | $3.00B | $2.78B | $2.73B | · | $2.41B | $2.42B | |
| Shares Outstanding | 290,346,577 | 294,652,951 | 299,571,042 | 301,791,098 | 301,715,672 | 299,813,048 | 299,343,079 | 298,519,163 | 298,215,657 | 296,963,000 | 295,777,477 | 294,293,922 | 293,159,681 | 290,411,000 | 288,961,064 | 287,812,653 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $74M | $73M | $78M | $77M | $72M | $70M | $72M | $72M | $58M | $56M | $55M | $58M | $41M | $42M | $36M | $41M | |
| Amort. of Intangibles | $3M | $1M | $1M | $1M | $1M | $1M | $8M | $10M | $10M | $10M | $10M | $10M | $10M | $11M | $10M | $10M | |
| Operating Cash Flow | $306M | $226M | $34M | $32M | $270M | $163M | $42M | $24M | $231M | $132M | $76M | $37M | $134M | $120M | $62M | $29M | |
| CapEx | $3M | $14M | $7M | $4M | $7M | $15M | $5M | $4M | $3M | $10M | $4M | $3M | $10M | $6M | $4M | $4M | |
| Investing Cash Flow | $-73M | $8M | $-17M | $2M | $-8M | $-18M | $-5M | $-11M | $-36M | $-139M | $-8M | $-35M | $-10M | $-6M | $-4M | $-4M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | |
| Stock Repurchased | $275M | · | · | · | $45M | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-275M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-270M | $-225M | $-150M | $-55M | $-44M | $-40M | $-27M | $-42M | $-43M | $7M | $17M | $3M | $23M | $18M | $-203M | $-27M | |
| Net Change in Cash | $-39M | $6M | $-133M | $-22M | $230M | $110M | $305.0K | $-23M | $151M | $-4M | $81M | $821.0K | $145M | $133M | $-141M | $-8M | |
| Taxes Paid | $14M | $34M | $24M | $29M | $31M | $34M | $29M | $31M | $25M | $20M | $20M | $29M | $13M | $6M | $3M | $8M | |
| Free Cash Flow | $303M | · | · | · | $262M | · | · | · | $227M | · | · | · | $124M | · | · | · |
Rentabilidad 8
| 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 | 81.3% | · | 81.4% | 81.8% | 82.2% | · | 81.1% | 81.4% | 81.3% | · | 81.4% | 81.7% | 81.3% | · | 81.2% | 80.1% | |
| Operating Margin | 12.9% | · | 14.1% | 14.8% | 13.1% | · | 10.9% | 11.2% | 10.5% | · | 9.8% | 10.0% | 10.3% | · | 11.4% | 7.3% | |
| Net Margin | 6.6% | · | 7.8% | 11.6% | 10.1% | · | 82.9% | 10.5% | 9.7% | · | 11.7% | 10.2% | 11.5% | · | 5.1% | 3.8% | |
| Pretax Margin | 14.6% | · | 16.4% | 17.6% | 17.1% | · | 13.1% | 13.8% | 13.2% | · | 11.6% | 11.6% | 12.5% | · | 10.3% | 6.7% | |
| EBITDA Margin | 12.9% | · | 14.1% | 14.8% | 13.1% | · | 10.9% | 11.2% | 10.5% | · | 9.8% | 10.0% | 10.3% | · | 11.4% | 7.3% | |
| ROA | 0.89% | · | 1.0% | 1.5% | 1.3% | · | 10.7% | 1.4% | 1.3% | · | 1.6% | 1.4% | 1.5% | · | 0.62% | 0.45% | |
| ROE | 1.4% | · | 1.5% | 2.3% | 2.0% | · | 16.2% | 2.2% | 2.1% | · | 2.5% | 2.2% | 2.5% | · | 1.1% | 0.80% | |
| ROIC | 1.3% | · | 1.2% | 1.7% | 1.4% | · | 11.8% | 1.7% | 1.5% | · | 1.9% | 1.7% | 1.8% | · | 1.1% | 0.71% |
Liquidez y Solvencia 4
| 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 | 1.2 | · | 1.6 | 1.6 | 1.5 | · | 1.5 | 1.4 | 1.4 | · | 1.3 | 1.3 | 1.2 | · | 1.0 | 1.2 | |
| Quick Ratio | 1.0 | · | 1.4 | 1.4 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.1 | 1.0 | · | 0.9 | 1.1 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.2 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.2 |
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 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Receivables Turnover | 1.7 | · | 1.2 | 1.6 | 1.8 | · | 1.2 | 1.5 | 1.7 | · | 1.1 | 1.6 | 1.5 | · | 1.0 | 1.7 |
Valoración (TTM) 13
| 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 | $2.04B | · | $1.92B | $1.83B | $1.73B | · | $1.62B | $1.53B | $1.45B | · | $1.35B | $1.26B | $1.18B | · | $1.08B | $1.01B | |
| Net Income TTM | $182M | · | $507M | $511M | $492M | · | $487M | $161M | $155M | · | $132M | $100M | $66M | · | $42M | $51M | |
| Market Cap | $12.75B | · | $12.98B | $14.62B | $16.66B | · | $16.27B | $15.96B | $13.34B | · | $16.18B | $13.75B | $15.09B | · | $11.07B | $10.02B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $10.64B | $9.67B | |
| P/E | 73.2 | · | 26.0 | 28.7 | 33.9 | · | 33.8 | 99.0 | 86.0 | · | 124.3 | 137.4 | 223.8 | · | 255.3 | 193.4 | |
| P/S | 6.2 | · | 6.8 | 8.0 | 9.6 | · | 10.1 | 10.4 | 9.2 | · | 12.0 | 10.9 | 12.8 | · | 10.2 | 9.9 | |
| P/B | 5.2 | · | 4.7 | 5.3 | 6.2 | · | 6.4 | 7.4 | 6.5 | · | 8.5 | 7.6 | 8.9 | · | 7.5 | 7.1 | |
| P / Tangible Book | 13.1 | · | 9.4 | 10.4 | 12.5 | · | 13.6 | 20.6 | 19.3 | · | 29.6 | 31.3 | 40.9 | · | 99.3 | 265.3 | |
| P / Cash Flow | 41.6 | · | · | · | 61.8 | · | · | · | 57.8 | · | · | · | 112.7 | · | · | · | |
| P / FCF | 42.1 | · | · | · | 63.5 | · | · | · | 58.7 | · | · | · | 122.0 | · | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 314.1 | 474.1 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 9.8 | 9.5 | |
| Earnings Yield | 1.4% | · | 3.9% | 3.5% | 2.9% | · | 3.0% | 1.0% | 1.2% | · | 0.80% | 0.73% | 0.45% | · | 0.39% | 0.52% |
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 | $2.02B | $1.70B | $1.43B | $1.16B | $929M |
| Margen Bruto % | 81.6% | 81.2% | 81.4% | 80.8% | 81.4% |
| Margen Operativo % | 12.2% | 10.6% | 9.0% | 8.0% | 8.8% |
| Beneficio neto | $163M | $484M | $155M | $108M | $52M |
| EPS Diluido | $0.54 | $1.59 | $0.52 | $0.37 | $0.18 |
Balance general
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | — | 0.0 | 0.2 |
| Ratio corriente | 1.4 | 1.4 | 1.3 | 1.1 | 1.1 |
| Ratio Rápido | 1.2 | 1.3 | 1.1 | 1.0 | 0.9 |
Flujo de Efectivo
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $530M | $433M | $352M | $333M | $233M |
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Propietarios institucionales (13F) 659 declarantes · $9.5B 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 |
|---|---|---|---|---|
| 111 (+19 vs trimestre anterior) | 79 (-62 vs trimestre anterior) | 211 (-13 vs trimestre anterior) | 214 (-2 vs trimestre anterior) | +29.9M |
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 | $694 064 557 | 15 806 526 | 7,32% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $580 078 895 | 13 210 633 | 6,12% | Acciones |
| Pictet Asset Management Holding SA | $560 435 317 | 12 762 198 | 5,91% | Acciones |
| STATE STREET CORP | $410 085 871 | 9 339 108 | 4,32% | Acciones |
| Starboard Value LP | $389 336 446 | 8 866 692 | 4,11% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $378 499 106 | 8 619 884 | 3,99% | Acciones |
| FIRST TRUST ADVISORS LP | $337 895 816 | 7 695 192 | 3,56% | Acciones |
| Amundi | $289 095 931 | 6 583 829 | 3,05% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $284 521 884 | 6 478 207 | 3,00% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $264 611 671 | 6 026 228 | 2,79% | Acciones |
| BARCLAYS PLC | $205 571 690 | 4 681 660 | 2,17% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $202 773 701 | 4 617 939 | 2,14% | Acciones |
| EMINENCE CAPITAL, LP | $196 167 547 | 5 304 693 | 2,07% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $186 583 645 | 4 249 229 | 1,97% | Acciones |
| RGM Capital, LLC | $178 028 932 | 4 107 728 | 1,88% | Acciones |
| JANUS HENDERSON GROUP PLC | $169 897 436 | 4 594 306 | 1,79% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $169 393 407 | 3 857 741 | 1,79% | Acciones |
| D. E. Shaw & Co., Inc. | $164 702 941 | 3 750 921 | 1,74% | Acciones |
| AMERIPRISE FINANCIAL INC | $144 072 983 | 3 281 095 | 1,52% | Acciones |
| Assenagon Asset Management S.A. | $122 498 976 | 2 789 774 | 1,29% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $116 156 265 | 2 645 326 | 1,22% | Acciones |
| GOLDMAN SACHS GROUP INC | $99 318 009 | 2 261 854 | 1,05% | Acciones |
| BANK OF AMERICA CORP /DE/ | $91 735 234 | 2 089 165 | 0,97% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $91 722 413 | 2 088 873 | 0,97% | Acciones |
| Quantinno Capital Management LP | $86 692 567 | 1 974 324 | 0,91% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $82 113 105 | 1 870 032 | 0,87% | Acciones |
| VANGUARD GROUP INC | $81 491 639 | 1 880 287 | 0,86% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $79 922 918 | 1 820 153 | 0,84% | Acciones |
| Nearwater Capital Markets, Ltd | $77 720 700 | 1 770 000 | 0,82% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $71 818 625 | 1 635 587 | 0,76% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $71 579 080 | 1 935 616 | 0,75% | Acciones |
| BAMCO INC /NY/ | $68 926 142 | 1 569 714 | 0,73% | Acciones |
| Robeco Institutional Asset Management B.V. | $68 735 575 | 1 565 374 | 0,72% | Acciones |
| Point72 Asset Management, L.P. | $62 035 916 | 1 412 797 | 0,65% | Acciones |
| AMERICAN CAPITAL MANAGEMENT INC | $58 506 957 | 1 332 429 | 0,62% | Acciones |
| CITADEL ADVISORS LLC | $56 636 699 | 1 289 836 | 0,60% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $53 803 419 | 1 225 311 | 0,57% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $52 044 099 | 1 407 358 | 0,55% | Acciones |
| BlackRock, Inc. | $51 894 287 | 1 181 833 | 0,55% | Acciones |
| Stephens Investment Management Group LLC | $51 730 678 | 1 178 107 | 0,55% | Acciones |
| Keenan Capital, LLC | $49 454 955 | 1 126 280 | 0,52% | Acciones |
| TimesSquare Capital Management, LLC | $46 222 892 | 1 249 943 | 0,49% | Acciones |
| Clearbridge Investments, LLC | $45 231 954 | 1 030 106 | 0,48% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $40 290 499 | 917 570 | 0,42% | Acciones |
| DISCIPLINED GROWTH INVESTORS INC /MN | $39 894 452 | 908 550 | 0,42% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $36 726 316 | 847 400 | 0,39% | Acciones |
| Boston Trust Walden Corp | $34 722 930 | 790 775 | 0,37% | Acciones |
| ARIEL INVESTMENTS, LLC | $34 622 508 | 788 488 | 0,37% | Acciones |
| Freestone Grove Partners LP | $33 541 093 | 763 860 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $33 189 824 | 755 862 | 0,35% | Acciones |
| RENAISSANCE GROUP LLC | $32 146 794 | 732 106 | 0,34% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $31 889 681 | 726 251 | 0,34% | Acciones |
| ANTIPODES PARTNERS Ltd | $31 633 379 | 720 414 | 0,33% | Acciones |
| Oribel Capital Management, LP | $31 553 726 | 737 500 | 0,33% | Opción de compra |
| TWO SIGMA ADVISERS, LP | $30 801 738 | 710 700 | 0,32% | Acciones |
| Glenmede Investment Management, LP | $28 150 273 | 581 017 | 0,30% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $27 952 491 | 636 586 | 0,29% | Acciones |
| Torque Asset Management LLC | $27 622 639 | 629 074 | 0,29% | Acciones |
| ALGERT GLOBAL LLC | $27 493 544 | 626 134 | 0,29% | Acciones |
| GFS Advisors, LLC | $26 728 144 | 79 | 0,28% | Acciones |
| GLENMEDE TRUST CO NA | $24 914 270 | 567 394 | 0,26% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $24 441 579 | 556 629 | 0,26% | Acciones |
| Swiss National Bank | $24 313 011 | 553 701 | 0,26% | Acciones |
| Allianz Asset Management GmbH | $24 303 922 | 657 218 | 0,26% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23 070 314 | 525 400 | 0,24% | Opción de compra |
| MORGAN STANLEY | $22 889 668 | 521 286 | 0,24% | Acciones |
| California Public Employees Retirement System | $22 746 697 | 518 030 | 0,24% | Acciones |
| Schonfeld Strategic Advisors LLC | $22 711 830 | 517 236 | 0,24% | Acciones |
| Cubist Systematic Strategies, LLC | $22 509 099 | 464 584 | 0,24% | Acciones |
| Congress Wealth Management LLC / DE / | $20 699 056 | 374 915 | 0,22% | Acciones |
| Verition Fund Management LLC | $20 581 627 | 468 723 | 0,22% | Acciones |
| Squarepoint Ops LLC | $20 321 328 | 462 795 | 0,21% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $19 548 337 | 445 191 | 0,21% | Acciones |
| Meridiem Capital Partners LP | $19 017 860 | 433 110 | 0,20% | Acciones |
| DAVIDSON INVESTMENT ADVISORS | $18 329 790 | 417 440 | 0,19% | Acciones |
| Russell Investments Group, Ltd. | $17 010 918 | 387 404 | 0,18% | Acciones |
| Retirement Systems of Alabama | $16 655 107 | 379 301 | 0,18% | Acciones |
| Advent International, L.P. | $16 587 046 | 377 751 | 0,17% | Acciones |
| Corient Private Wealth LP | $16 449 935 | 374 637 | 0,17% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $16 370 928 | 372 846 | 0,17% | Acciones |
| Bridgewater Associates, LP | $16 199 277 | 368 920 | 0,17% | Acciones |
| Engineers Gate Manager LP | $16 041 772 | 365 333 | 0,17% | Acciones |
| NORGES BANK | $15 719 912 | 358 003 | 0,17% | Acciones |
| Trexquant Investment LP | $15 538 476 | 353 871 | 0,16% | Acciones |
| Oribel Capital Management, LP | $15 429 974 | 351 400 | 0,16% | Acciones |
| Oribel Capital Management, LP | $15 429 974 | 351 400 | 0,16% | Opción de venta |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $15 016 000 | 341 970 | 0,16% | Acciones |
| Gotham Asset Management, LLC | $14 226 928 | 324 002 | 0,15% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $13 768 156 | 313 554 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13 137 626 | 355 263 | 0,14% | Acciones |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $12 690 034 | 289 001 | 0,13% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $12 571 477 | 286 301 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $12 355 352 | 281 379 | 0,13% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $12 308 117 | 280 236 | 0,13% | Acciones |
| ArrowMark Colorado Holdings LLC | $12 211 020 | 278 092 | 0,13% | Acciones |
| Nuveen, LLC | $11 688 403 | 266 190 | 0,12% | Acciones |
| Mariner, LLC | $11 668 375 | 265 721 | 0,12% | Acciones |
| PineBridge Investments, L.P. | $11 428 580 | 235 884 | 0,12% | Acciones |
| Defiance ETFs, LLC | $10 962 719 | 241 576 | 0,12% | Acciones |
| NICHOLAS COMPANY, INC. | $10 951 330 | 249 404 | 0,12% | Acciones |
Informantes de la empresa 20 insiders · 8 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Rick M Mcconnell | Chief Executive Officer | 5 de junio de 2026 A | 248 545 | 0 | 3 | $-4 399 007 |
| James M Benson | EVP, CFO and Treasurer | 15 de junio de 2026 M | 176 244 | 0 | 0 | $0 |
| Kevin C Burns | Title: Chief Financial Officer and Treasurer | 5 de agosto de 2019 S | 782 132 | 0 | 0 | $0 |
| Daniel S. Yates | SVP, Chief Accounting Officer | 15 de julio de 2026 M | 35 457 | 0 | 0 | $0 |
| Stephen A Mcmahon | EVP, Chief Customer Officer | 5 de junio de 2026 A | 22 013 | 0 | 0 | $0 |
| Dan Zugelder | EVP, Chief Revenue Officer | 5 de junio de 2026 A | 57 008 | 0 | 0 | $0 |
| Bernd Greifeneder | EVP, Chief Technology Officer | 5 de junio de 2026 A | 1 976 | 0 | 1 | $-675 |
| Stephen J. Pace | SVP, Worldwide Sales | 5 de agosto de 2019 S | 904 363 | 0 | 0 | $0 |
| Chandrasekhar Thota | Consejero | 27 de julio de 2026 A | — | 0 | 0 | $0 |
| Frederick Daniel Streetman | Consejero | 30 de junio de 2026 A | — | 0 | 0 | $0 |
| George Andrew Riedel | Consejero | 30 de junio de 2026 A | — | 0 | 0 | $0 |
| Lisa M Campbell | Consejero | 4 de junio de 2026 M | 2 278 | 0 | 0 | $0 |
| Amol Kulkarni | Consejero | 1 de junio de 2026 M | 9 688 | 0 | 0 | $0 |
| Seth Boro | Consejero | 23 de agosto de 2023 A | 29 990 | 0 | 0 | $0 |
| Kenneth J. Virnig II | Consejero | 23 de agosto de 2023 A | 29 990 | 0 | 0 | $0 |
| James K. Lines | Consejero | 5 de agosto de 2019 S | 297 973 | 0 | 0 | $0 |
| Paul Andrew Zuber | Consejero | 31 de julio de 2019 A | 112 902 | 0 | 0 | $0 |
| Michael L Capone | Consejero | 31 de julio de 2019 A | 25 000 | 0 | 0 | $0 |
| Stephen J Lifshatz | Consejero | 31 de julio de 2019 A | 25 000 | 0 | 0 | $0 |
| John Van Siclen | — | 18 de febrero de 2020 S | 1 816 125 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| PICTET ASSET MANAGEMENT SA ×2 presentaciones | 15 de mayo de 2026 | 4,50% | Enmienda | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 113 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 |
|---|---|---|---|---|
| DAT · ProShares Trust | 4,75% | 6 198 NS | 31 de mayo de 2026 | N-PORT |
| BUL · Pacer Funds Trust | 1,36% | 47 682 NS | 30 de abril de 2026 | N-PORT |
| GURU · Global X Funds | 1,09% | 17 541 NS | 30 de abril de 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 1,00% | 17 519 NS | 31 de mayo de 2026 | N-PORT |
| PSWD · DBX ETF Trust | 0,93% | 1 934 NS | 29 de mayo de 2026 | N-PORT |
| IJK · iShares Trust | 0,77% | 1 724 714 SH | 8 de agosto de 2026 | Diario |
| IETC · iShares U.S. ETF Trust | 0,71% | 102 375 SH | 8 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,68% | 290 739 SH | 8 de agosto de 2026 | Diario |
| KRMA · Global X Funds | 0,61% | 17 231 NS | 31 de mayo de 2026 | N-PORT |
| SMMV · iShares Trust | 0,57% | 33 845 SH | 8 de agosto de 2026 | Diario |
| RFG · Invesco Exchange-Traded Fund Trust | 0,55% | 40 397 SH | 8 de agosto de 2026 | Diario |
| COWG · Pacer Funds Trust | 0,53% | 315 322 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,51% | 401 NS | 29 de mayo de 2026 | N-PORT |
| IGV · iShares Trust | 0,50% | 1 437 855 SH | 8 de agosto de 2026 | Diario |
| XJH · iShares Trust | 0,45% | 39 848 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,45% | 91 734 SH | 8 de agosto de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,43% | 37 408 NS | 30 de abril de 2026 | N-PORT |
| ACLC · AMERICAN CENTURY ETF TRUST | 0,40% | 28 918 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,40% | 70 343 NS | 31 de mayo de 2026 | N-PORT |
| IJH · iShares Trust | 0,40% | 10 166 564 SH | 8 de agosto de 2026 | Diario |
| ACGR · AMERICAN CENTURY ETF TRUST | 0,35% | 942 NS | 31 de mayo de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,35% | 3 845 371 SH | 8 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,35% | 476 226 SH | 8 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,31% | 33 988 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,29% | 49 943 NS | 30 de abril de 2026 | N-PORT |
| PICB · Invesco Exchange-Traded Fund Trust … | 0,29% | 950 000 | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,28% | 166 078 SH | 8 de agosto de 2026 | Diario |
| MVV · ProShares Trust | 0,27% | 10 307 NS | 31 de mayo de 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,27% | 109 194 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,26% | 151 562 SH | 8 de agosto de 2026 | Diario |
| AIQ · Global X Funds | 0,24% | 622 005 NS | 31 de mayo de 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0,24% | 40 414 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,24% | 805 963 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,22% | 13 002 SH | 8 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,21% | 4 939 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 133 835 NS | 30 de abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,19% | 15 163 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,19% | 147 631 SH | 8 de agosto de 2026 | Diario |
| UMDD · ProShares Trust | 0,19% | 1 439 NS | 31 de mayo de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 370 505 NS | 30 de abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,16% | 5 531 NS | 30 de abril de 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,15% | 5 028 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 3 381 939 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,15% | 6 674 365 SH | 8 de agosto de 2026 | Diario |
| OASC · Unified Series Trust | 0,15% | 2 912 NS | 31 de mayo de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,13% | 18 542 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,12% | 16 858 SH | 8 de agosto de 2026 | Diario |
| VCSH · VANGUARD SCOTTSDALE FUNDS | 0,12% | 56 575 000 PA | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,11% | 366 328 SH | 8 de agosto de 2026 | Diario |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 22 540 NS | 30 de abril de 2026 | N-PORT |