EFSI Eagle Financial Services Inc - Common Stock
EFSI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
EFSI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 3 de agosto de 2026 | $0,3100 |
| 4 de mayo de 2026 | $0,3100 |
| 2 de febrero de 2026 | $0,3100 |
| 3 de noviembre de 2025 | $0,3100 |
| 4 de agosto de 2025 | $0,3100 |
| 5 de mayo de 2025 | $0,3100 |
| 3 de febrero de 2025 | $0,3100 |
| 8 de noviembre de 2024 | $0,3100 |
| 5 de agosto de 2024 | $0,3000 |
| 3 de mayo de 2024 | $0,3000 |
| 2 de febrero de 2024 | $0,3000 |
| 3 de noviembre de 2023 | $0,3000 |
| 4 de agosto de 2023 | $0,3000 |
| 5 de mayo de 2023 | $0,3000 |
| 3 de febrero de 2023 | $0,3000 |
| 4 de noviembre de 2022 | $0,3000 |
| 5 de agosto de 2022 | $0,2900 |
| 3 de mayo de 2022 | $0,2800 |
| 29 de abril de 2022 | $0,2800 |
| 4 de febrero de 2022 | $0,2800 |
EFSI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 22,2%
- Compra 5 55,6%
- Mantener 2 22,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-19Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.41 | $0.79 | -0.38% |
| 31 de marzo de 2026 | $0.69 | $0.90 | -0.21% |
| 31 de diciembre de 2025 | $0.82 | $0.89 | -0.07% |
| 30 de septiembre de 2025 | $1.04 | $1.13 | -0.09% |
| 30 de junio de 2025 | $0.98 | $0.83 | 0.15% |
| 31 de marzo de 2025 | $0.82 | $0.89 | -0.07% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EFSI | $214M | 25.0 | — | 11.8% | 4.5% | — |
| MRBK | $208M | 9.3 | 10.1% | 345.7% | 11.8% | — |
| CMTV | — | 8.3 | 16.7% | 34.8% | 15.4% | — |
| OPBK | $210M | 8.2 | -1.8% | 800.1% | 11.6% | — |
| CFBK | — | 9.3 | 17.6% | 28.8% | 9.7% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | · | · | $0 | $3.0K | $236.0K | |
| Interest Expense | · | · | $33M | $5M | $2M | |
| Interest Income | $99M | $91M | $83M | $55M | $43M | |
| Pretax Income | $10M | $19M | $11M | $18M | $13M | |
| Income Tax | $2M | $4M | $1M | $3M | $2M | |
| Net Income | $8M | $15M | $9M | $15M | $11M | |
| EPS (Basic) | $1.59 | $4.32 | $2.66 | $4.17 | $3.20 | |
| EPS (Diluted) | $1.59 | $4.32 | $2.66 | $4.17 | $3.20 | |
| Shares (Basic) | 5,178,488 | 3,553,919 | 3,523,547 | 3,482,368 | 3,440,080 | |
| Shares (Diluted) | 5,178,488 | 3,553,919 | 3,523,547 | 3,482,368 | 3,440,080 |
Balance general 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| PP&E (Net) | $15M | $14M | $18M | $18M | $18M | |
| PP&E (Gross) | $30M | $30M | $36M | $35M | $34M | |
| Accum. Depreciation | $16M | $15M | $18M | $17M | $16M | |
| Total Assets | $1.89B | $1.87B | $1.83B | $1.62B | $1.30B | |
| Total Liabilities | $1.70B | $1.75B | $1.72B | $1.51B | $1.19B | |
| Long-term Debt | $70M | · | · | · | · | |
| Common Stock | $13M | $9M | $9M | $9M | $9M | |
| Paid-in Capital | $65M | $15M | $14M | $13M | $12M | |
| Retained Earnings | $116M | $114M | $103M | $100M | $90M | |
| AOCI | $-5M | $-19M | $-18M | $-20M | $-155.0K | |
| Stockholders' Equity | $189M | $119M | $108M | $102M | $110M | |
| Liabilities + Equity | $1.89B | $1.87B | $1.83B | $1.62B | $1.30B | |
| Shares Outstanding | 5,374,205 | 3,549,581 | 3,549,581 | 3,490,086 | 3,454,128 |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Stock-based Comp | $1M | $912.0K | $1M | $1M | $850.0K | |
| Deferred Tax | $221.0K | $600.0K | $-2M | $-86.0K | $-1M | |
| Operating Cash Flow | $26M | $19M | $7M | $14M | $16M | |
| CapEx | $1M | $1M | $1M | $838.0K | $520.0K | |
| Investing Cash Flow | $-965.0K | $17M | $-130M | $-331M | $-193M | |
| Stock Issued | $54M | $0 | · | · | · | |
| Net Stock Activity | $54M | · | · | · | · | |
| Dividends Paid | $6M | $4M | $4M | $4M | $3M | |
| Financing Cash Flow | $-754.0K | $19M | $195M | $320M | $161M | |
| Net Change in Cash | $24M | $55M | $71M | $3M | $-16M | |
| Taxes Paid | $2M | $80.0K | · | · | · | |
| Free Cash Flow | $24M | $18M | $6M | $13M | $14M | |
| Levered FCF | · | · | $-23M | $8M | $12M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 11.8% | 21.1% | · | 484033.3% | 21.1% | |
| Pretax Margin | 14.3% | 26.0% | · | 589033.3% | 24.4% | |
| ROA | 0.44% | 0.83% | 0.54% | 0.99% | 0.91% | |
| ROE | 4.5% | 13.0% | 8.9% | 14.5% | 10.0% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | · | · | · | -98.7% | · | |
| EPS YoY | -63.2% | 62.4% | -36.2% | 30.3% | -2.1% | |
| EPS CAGR 3Y | -27.5% | 10.5% | -6.7% | · | · | |
| EPS CAGR 5Y | -13.4% | · | · | · | · | |
| Net Income YoY | -46.5% | 64.0% | -35.6% | 31.8% | -1.4% | |
| Net Income CAGR 3Y | -17.3% | 11.7% | -5.7% | · | · | |
| Net Income CAGR 5Y | -6.0% | · | · | · | · | |
| Dividend CAGR 5Y | 13.8% | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | · | · | $0 | $3.0K | $236.0K | |
| Net Income TTM | $8M | $15M | $9M | $15M | $11M | |
| Market Cap | $214M | $128M | $106M | $125M | $120M | |
| P/E | 25.0 | 8.4 | 11.3 | 8.6 | 10.8 | |
| P/S | · | · | · | 41822.9 | 507.1 | |
| P/B | 1.1 | 1.1 | 1.0 | 1.2 | 1.1 | |
| P / Tangible Book | 1.1 | 1.1 | 1.0 | 1.2 | 1.1 | |
| P / Cash Flow | 8.3 | 6.8 | 15.4 | 9.1 | 8.4 | |
| P / FCF | 8.8 | 7.2 | 18.2 | 9.7 | 8.7 | |
| Dividend Yield | 2.9% | 3.4% | 4.0% | 3.0% | 2.7% | |
| Earnings Yield | 4.0% | 11.9% | 8.9% | 11.6% | 9.2% | |
| Payout Ratio | 74.4% | 28.0% | 45.2% | 26.2% | 29.6% | |
| Annual Payout | $6M | $4M | $4M | $4M | $3M |
Estado de resultados 9
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $10M | $9M | · | $9M | $8M | $6M | $3M | $1M | |
| Interest Income | $24M | $24M | $25M | $26M | $25M | $24M | $24M | $24M | $22M | $22M | $22M | $22M | $20M | $19M | $16M | $14M | |
| Pretax Income | $7M | $5M | $6M | $7M | $7M | $-9M | $8M | $4M | $4M | $3M | $2M | $3M | $2M | $3M | $4M | $5M | |
| Income Tax | $2M | $918.0K | $1M | $1M | $1M | $-2M | $2M | $550.0K | $585.0K | $495.0K | $-99.0K | $457.0K | $383.0K | $535.0K | $670.0K | $923.0K | |
| Net Income | $5M | $4M | $4M | $6M | $5M | $-7M | $6M | $3M | $3M | $3M | $2M | $2M | $2M | $3M | $3M | $4M | |
| EPS (Basic) | $0.92 | $0.69 | $0.81 | $1.04 | $0.98 | $-1.53 | $1.74 | $0.97 | $0.89 | $0.72 | $0.69 | $0.66 | $0.58 | $0.73 | $0.92 | $1.17 | |
| EPS (Diluted) | $0.92 | $0.69 | $0.81 | $1.04 | $0.98 | $-1.53 | $1.74 | $0.97 | $0.89 | $0.72 | $0.69 | $0.66 | $0.58 | $0.73 | $0.92 | $1.17 | |
| Shares (Basic) | 5,412,016 | 5,412,021 | -10,148,369 | 5,376,346 | 5,378,214 | 4,572,297 | -7,112,245 | 3,552,026 | 3,556,935 | 3,557,203 | -7,052,761 | 3,526,943 | 3,526,934 | 3,522,431 | -6,957,110 | 3,487,555 | |
| Shares (Diluted) | 5,412,016 | 5,412,021 | -10,148,369 | 5,376,346 | 5,378,214 | 4,572,297 | -7,112,245 | 3,552,026 | 3,556,935 | 3,557,203 | -7,052,761 | 3,526,943 | 3,526,934 | 3,522,431 | -6,957,110 | 3,487,555 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $15M | $15M | $15M | $15M | $15M | $15M | $14M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | |
| PP&E (Gross) | · | · | $30M | · | · | · | $30M | · | · | · | $36M | · | · | · | $35M | · | |
| Accum. Depreciation | · | · | $16M | · | · | · | $15M | · | · | · | $18M | · | · | · | $17M | · | |
| Total Assets | $1.85B | $1.84B | $1.89B | $1.93B | $2.04B | $1.90B | $1.87B | $1.88B | $1.79B | $1.78B | $1.83B | $1.80B | $1.78B | $1.76B | $1.62B | $1.47B | |
| Total Liabilities | $1.65B | $1.65B | $1.70B | $1.75B | $1.86B | $1.73B | $1.75B | $1.76B | $1.68B | $1.68B | $1.72B | $1.70B | $1.67B | $1.65B | $1.51B | $1.37B | |
| Long-term Debt | $30M | $30M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $13M | $13M | $13M | $13M | $13M | $13M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Paid-in Capital | $65M | $65M | $65M | $64M | $64M | $64M | $15M | $15M | $15M | $14M | $14M | $14M | $14M | $13M | $13M | $13M | |
| Retained Earnings | $121M | $118M | $116M | $113M | $110M | $106M | $114M | $109M | $107M | $104M | $103M | $102M | $101M | $100M | $100M | $98M | |
| AOCI | $-6M | $-6M | $-5M | $-6M | $-7M | $-7M | $-19M | $-14M | $-19M | $-20M | $-18M | $-24M | $-19M | $-17M | $-20M | $-21M | |
| Stockholders' Equity | $194M | $190M | $189M | $186M | $180M | $176M | $119M | $118M | $111M | $108M | $108M | $101M | $104M | $104M | $102M | $98M | |
| Liabilities + Equity | $1.85B | $1.84B | $1.89B | $1.93B | $2.04B | $1.90B | $1.87B | $1.88B | $1.79B | $1.78B | $1.83B | $1.80B | $1.78B | $1.76B | $1.62B | $1.47B | |
| Shares Outstanding | 5,411,615 | 5,412,376 | 5,374,205 | 5,376,346 | 5,376,346 | 5,378,653 | 3,549,581 | 3,549,580 | 3,556,844 | 3,557,229 | 3,549,581 | 3,520,894 | 3,528,240 | 3,522,431 | 3,490,086 | 3,490,171 |
Flujo de Efectivo 11
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $387.0K | $413.0K | $299.0K | $304.0K | $290.0K | $323.0K | $268.0K | $93.0K | $249.0K | $302.0K | $310.0K | $263.0K | $323.0K | $317.0K | $271.0K | $329.0K | |
| Operating Cash Flow | $-13M | $4M | $9M | $8M | $3M | $6M | $6M | $8M | $-2M | $7M | $-6M | $15M | $-2M | $214.0K | $9M | $3M | |
| CapEx | $282.0K | $209.0K | $227.0K | $380.0K | $262.0K | $537.0K | $273.0K | $231.0K | $421.0K | $94.0K | $-56.0K | $611.0K | $509.0K | $7.0K | $345.0K | $85.0K | |
| Investing Cash Flow | $-35M | $19M | $-11M | $-23M | $2M | $30M | $28M | $-31M | $-6M | $26M | $-25M | $34M | $-65M | $-75M | $-120M | $-67M | |
| Stock Issued | $0 | $0 | $0 | $0 | $0 | $54M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $0 | · | · | · | $54M | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $911.0K | |
| Financing Cash Flow | $2M | $-51M | $-49M | $-113M | $126M | $36M | $-22M | $81M | $4M | $-43M | $27M | $14M | $17M | $137M | $142M | $68M | |
| Net Change in Cash | $-46M | $-27M | $-51M | $-128M | $131M | $72M | $12M | $58M | $-4M | $-11M | $-4M | $63M | $-50M | $62M | $31M | $4M | |
| Free Cash Flow | · | $4M | · | · | · | $5M | · | · | · | $7M | · | · | · | $207.0K | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-1M | · | · | · | $-5M | · | · |
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 | 19.5% | 17.9% | · | 25.0% | 25.6% | -145.8% | · | 18.6% | · | · | · | 13.5% | 13.0% | 16.0% | · | 25.4% | |
| Pretax Margin | 25.5% | 22.4% | · | 30.9% | 31.8% | -189.0% | · | 21.6% | 22.9% | 19.1% | · | 16.2% | 15.4% | 19.3% | · | 31.2% | |
| ROA | 0.26% | 0.20% | · | 0.29% | 0.28% | -0.38% | · | 0.19% | · | · | · | 0.14% | 0.13% | 0.17% | · | 0.30% | |
| ROE | 2.7% | 2.0% | · | 3.7% | 3.6% | -4.9% | · | 3.1% | · | · | · | 2.3% | 2.0% | 2.5% | · | 3.9% |
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) 9
| 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 Income TTM | $19M | $19M | · | $10M | $8M | $6M | · | $12M | $10M | $9M | · | $10M | $12M | $14M | · | $14M | |
| Market Cap | $224M | $189M | · | $203M | $165M | $176M | · | $115M | $117M | $106M | · | $112M | $108M | $120M | · | $129M | |
| P/E | 12.0 | 9.9 | · | 17.0 | 14.2 | 15.8 | · | 9.9 | 11.1 | 11.3 | · | 11.0 | 9.0 | 8.6 | · | 9.4 | |
| P/B | 1.2 | 1.0 | · | 1.1 | 0.9 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.1 | 1.0 | 1.1 | · | 1.3 | |
| P / Tangible Book | 1.2 | 1.0 | · | 1.1 | 0.9 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.1 | 1.0 | 1.1 | · | 1.3 | |
| P / Cash Flow | · | 44.1 | · | · | · | 30.4 | · | · | · | 15.7 | · | · | · | 559.0 | · | · | |
| P / FCF | · | 46.3 | · | · | · | 33.5 | · | · | · | 15.9 | · | · | · | 577.9 | · | · | |
| Earnings Yield | 8.3% | 10.1% | · | 5.9% | 7.0% | 6.3% | · | 10.1% | 9.0% | 8.9% | · | 9.1% | 11.2% | 11.7% | · | 10.6% | |
| Payout Ratio | · | 44.8% | · | · | · | -15.9% | · | · | · | · | · | · | · | 40.9% | · | · |
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 | — | — | $0 | $3.0K | $236.0K |
| Beneficio neto | $8M | $15M | $9M | $15M | $11M |
| EPS Diluido | $1.59 | $4.32 | $2.66 | $4.17 | $3.20 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $24M | $18M | $6M | $13M | $14M |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 86 declarantes · $72.8M 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 20 (+8 vs trimestre anterior) | 6 (+3 vs trimestre anterior) | 26 (+12 vs trimestre anterior) | 20 (-6 vs trimestre anterior) | -123K |
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 |
|---|---|---|---|---|
| Fourthstone LLC | $11 922 860 | 287 575 | 16,37% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $11 570 781 | 279 083 | 15,89% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $8 819 952 | 212 734 | 12,11% | Acciones |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $5 622 934 | 135 623 | 7,72% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 182 809 | 100 864 | 5,74% | Acciones |
| STATE STREET CORP | $3 744 128 | 90 307 | 5,14% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 271 190 | 93 516 | 4,49% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 585 321 | 62 357 | 3,55% | Acciones |
| CHOREO, LLC | $2 504 184 | 60 400 | 3,44% | Acciones |
| BANC FUNDS CO LLC | $2 342 490 | 56 500 | 3,22% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 323 693 | 31 927 | 1,82% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $1 313 909 | 31 691 | 1,80% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 262 664 | 30 455 | 1,73% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 198 567 | 28 909 | 1,65% | Acciones |
| Trexquant Investment LP | $979 575 | 23 627 | 1,34% | Acciones |
| GOLDMAN SACHS GROUP INC | $892 551 | 21 528 | 1,23% | Acciones |
| EJF Capital LP | $679 903 | 16 399 | 0,93% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $671 320 | 16 192 | 0,92% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $559 212 | 13 488 | 0,77% | Acciones |
| Wealthspire Advisors, LLC | $538 019 | 12 977 | 0,74% | Acciones |
| BARCLAYS PLC | $501 832 | 12 104 | 0,69% | Acciones |
| Expressive Wealth LLC | $434 128 | 10 471 | 0,60% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $409 580 | 9 879 | 0,56% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $408 754 | 9 859 | 0,56% | Acciones |
| XTX Topco Ltd | $402 618 | 9 711 | 0,55% | Acciones |
| BANK OF AMERICA CORP /DE/ | $392 253 | 9 461 | 0,54% | Acciones |
| Quadrature Capital Ltd | $369 326 | 8 908 | 0,51% | Acciones |
| Bank of New York Mellon Corp | $357 551 | 8 624 | 0,49% | Acciones |
| CITADEL ADVISORS LLC | $270 775 | 6 531 | 0,37% | Acciones |
| HOWE & RUSLING INC | $269 490 | 6 500 | 0,37% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $268 744 | 6 482 | 0,37% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $259 332 | 6 255 | 0,36% | Acciones |
| MARSHALL WACE, LLP | $242 126 | 5 840 | 0,33% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $228 071 | 5 501 | 0,31% | Acciones |
| TWO SIGMA ADVISERS, LP | $206 934 | 5 200 | 0,28% | Acciones |
| Nuveen, LLC | $206 015 | 4 969 | 0,28% | Acciones |
| DEUTSCHE BANK AG\ | $194 613 | 4 694 | 0,27% | Acciones |
| WELLS FARGO & COMPANY/MN | $158 004 | 3 811 | 0,22% | Acciones |
| RHUMBLINE ADVISERS | $143 156 | 3 453 | 0,20% | Acciones |
| MetLife Investment Management, LLC | $127 821 | 3 083 | 0,18% | Acciones |
| BlackRock, Inc. | $119 488 | 2 882 | 0,16% | Acciones |
| EVERMAY WEALTH MANAGEMENT LLC | $108 170 | 2 609 | 0,15% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $99 504 | 2 400 | 0,14% | Acciones |
| Vanguard Global Advisers, LLC | $92 912 | 2 241 | 0,13% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $91 005 | 2 195 | 0,12% | Acciones |
| VANGUARD GROUP INC | $81 102 | 2 038 | 0,11% | Acciones |
| CITIGROUP INC | $79 893 | 1 927 | 0,11% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $43 118 | 1 040 | 0,06% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $35 365 | 853 | 0,05% | Acciones |
| Tower Research Capital LLC (TRC) | $30 639 | 739 | 0,04% | Acciones |
| NORTHERN TRUST CORP | $28 939 | 698 | 0,04% | Acciones |
| CWM, LLC | $28 299 | 809 | 0,04% | Acciones |
| Russell Investments Group, Ltd. | $24 800 | 604 | 0,03% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $20 191 | 487 | 0,03% | Acciones |
| Ameritas Investment Partners, Inc. | $19 445 | 469 | 0,03% | Acciones |
| Legal & General Group Plc | $17 206 | 415 | 0,02% | Acciones |
| SEI INVESTMENTS CO | $13 810 | 333 | 0,02% | Acciones |
| Arax Advisory Partners | $10 282 | 248 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8 675 | 248 | 0,01% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6 017 | 172 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $6 000 | 138 | 0,01% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $4 685 | 113 | 0,01% | Acciones |
| UBS Group AG | $4 561 | 110 | 0,01% | Acciones |
| FMR LLC | $4 519 | 109 | 0,01% | Acciones |
| MORGAN STANLEY | $4 270 | 103 | 0,01% | Acciones |
| Sterling Capital Management LLC | $3 980 | 96 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $3 353 | 81 | 0,00% | Acciones |
| PNC Financial Services Group, Inc. | $1 949 | 47 | 0,00% | Acciones |
| Allworth Financial LP | $1 908 | 46 | 0,00% | Acciones |
| IFP Advisors, Inc | $1 617 | 39 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 519 | 37 | 0,00% | Acciones |
| Essential Partners LLC | $1 285 | 31 | 0,00% | Acciones |
| HRT FINANCIAL LP | $863 | 20 838 | 0,00% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $589 | 14 282 | 0,00% | Acciones |
| Cornerstone Planning Group LLC | $537 | 13 | 0,00% | Acciones |
| GAMMA Investing LLC | $498 | 12 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $495 | 12 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $456 | 11 | 0,00% | Acciones |
| True Wealth Design, LLC | $332 | 8 | 0,00% | Acciones |
| Reynders McVeigh Capital Management, LLC | $328 | 9 375 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $83 | 2 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $83 | 2 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $41 | 1 | 0,00% | Acciones |
| Fortitude Family Office, LLC | $41 | 1 | 0,00% | Acciones |
| Sunbelt Securities, Inc. | $35 | 1 | 0,00% | Acciones |
| Covestor Ltd | $0 | 2 | 0,00% | Acciones |
Informantes de la empresa 40 insiders · 21 directivos · 19 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Yasaman Yamini | EXECUTIVE OFFICER | 5 de enero de 2026 F | 2 427 | 0 | 0 | $0 |
| Marianne Schmidt | EXECUTIVE OFFICER | 5 de enero de 2026 F | 4 145 | 0 | 0 | $0 |
| Kathleen S Croson | EXECUTIVE OFFICER | 5 de enero de 2026 F | 6 306 | 0 | 0 | $0 |
| Todd A Braithwaite | EXECUTIVE OFFICER | 5 de enero de 2026 F | 9 737 | 0 | 1 | $-2 178 |
| Aaron M Poffinberger | EXECUTIVE OFFICER | 5 de enero de 2026 F | 11 241 | 0 | 0 | $0 |
| Joseph T Zmitrovich | EXECUTIVE OFFICER | 5 de enero de 2026 F | 25 981 | 0 | 0 | $0 |
| Brandon Craig Lorey | EXECUTIVE OFFICER | 5 de enero de 2026 F | 43 854 | 0 | 0 | $0 |
| Kaley Ann Crosen | EXECUTIVE OFFICER | 5 de enero de 2026 F | 23 846 | 0 | 0 | $0 |
| Kathleen J Chappell | EXECUTIVE OFFICER | 5 de enero de 2026 F | 19 448 | 0 | 0 | $0 |
| Nicholas Peter Smith | EXECUTIVE OFFICER | 2 de enero de 2026 F | 7 751 | 0 | 0 | $0 |
| Debra L Purrington | EXECUTIVE OFFICER | 2 de enero de 2026 A | 8 475 | 0 | 0 | $0 |
| James S George II | EXECUTIVE OFFICER | 31 de diciembre de 2025 D | 5 009 | 0 | 0 | $0 |
| Herve A Bonnet | EXECUTIVE OFFICER | 23 de agosto de 2023 F | 724 | 0 | 0 | $0 |
| Carl A Esterhay | EXECUTIVE OFFICER | 4 de enero de 2021 D | 12 755 | 0 | 0 | $0 |
| John Eugene Hudson | EXECUTIVE OFFICER | 25 de noviembre de 2020 A | 66 | 0 | 0 | $0 |
| James W Mccarty JR | EXECUTIVE OFFICER | 2 de enero de 2019 A | 44 286 | 0 | 0 | $0 |
| Dale Lee Fritts | EXECUTIVE OFFICER | 12 de mayo de 2016 D | 20 598 | 0 | 0 | $0 |
| Elizabeth M Pendleton | EXECUTIVE OFFICER | 13 de noviembre de 2014 P | 2 292 | 0 | 0 | $0 |
| Robert C Boyd | Executive Officer | 11 de junio de 2014 A | 4 195 | 0 | 0 | $0 |
| Stephen J Amweg | Executive Officer | 4 de enero de 2010 D | 1 500 | 0 | 0 | $0 |
| Jeffrey S Boppe | Executive Officer | 3 de enero de 2008 D | 7 381 | 0 | 0 | $0 |
| Scott M Hamberger | Consejero | 30 de enero de 2026 P | 10 064 | 1 | 0 | $22 680 |
| Karthik Shyamsunder | Consejero | 2 de enero de 2026 A | 961 | 0 | 0 | $0 |
| Tatiana C Matthews | Consejero | 2 de enero de 2026 A | 3 617 | 0 | 0 | $0 |
| Edward Hill III | Consejero | 2 de enero de 2026 A | 4 661 | 0 | 0 | $0 |
| Cary R Claytor | Consejero | 2 de enero de 2026 A | 9 662 | 0 | 0 | $0 |
| John D Stokely JR | Consejero | 2 de enero de 2026 A | 14 240 | 0 | 2 | $-215 684 |
| Douglas Clay Rinker | Consejero | 2 de enero de 2026 A | 22 199 | 0 | 0 | $0 |
| Mary Bruce Glaize | Consejero | 2 de enero de 2026 A | 17 796 | 0 | 0 | $0 |
| John R Milleson | Consejero | 2 de enero de 2026 A | 144 586 | 0 | 0 | $0 |
| Thomas T Gilpin | Consejero | 7 de febrero de 2025 P | 50 490 | 0 | 0 | $0 |
| Thomas T Byrd | Consejero | 3 de enero de 2023 A | 62 669 | 0 | 0 | $0 |
| Deborah E Addo | Consejero | 25 de junio de 2021 A | 1 155 | 0 | 0 | $0 |
| James R Wilkins JR | Consejero | 19 de febrero de 2021 P | 183 793 | 0 | 0 | $0 |
| Randall G Vinson | Consejero | 16 de septiembre de 2020 A | 33 570 | 0 | 0 | $0 |
| Robert E Sevila | Consejero | 20 de junio de 2019 A | 3 906 | 0 | 0 | $0 |
| James T Vickers | Consejero | 17 de junio de 2015 A | 24 958 | 0 | 0 | $0 |
| Lewis M Ewing | Consejero | 16 de junio de 2010 A | 26 762 | 0 | 0 | $0 |
| John D Hardesty | Consejero | 12 de diciembre de 2006 S | 13 495 | 0 | 0 | $0 |
| Robert W Smalley JR | — | 19 de mayo de 2026 D | 24 379 | 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 |
|---|---|---|---|---|---|
| James R. Wilkins, Jr. | 2 de diciembre de 2004 | — | Presentación inicial | Inversión pasiva | 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 22 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 |
|---|---|---|---|---|
| RSSL · Global X Funds | 0,01% | 2 019 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 216 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 169 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 287 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 171 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 6 640 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 126 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 4 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 342 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 431 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,00% | 515 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 322 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 360 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |