En esta página
01ELS precio
02Instantánea
03Gráfico
04Divisiones de acciones
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
ELS Equity Lifestyle Properties, Inc. Common Stock
NYSE · Real Estate · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 28, 2026
$58,25
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$57,46mínimo 52 semanas
$69,00máximo 52 semanas
Capitalización Bursátil (MRQ)
$11.30B
P/E (TTM)
28.0
BPA (TTM)
$2.08
Ingresos (TTM)
$1.56B
tus insignias
Rango 52S
$57–$69
Calificación del Analista
HOLD
Precio Objetivo
$70
P/E
28.0
ROE
23.8%
Margen de Beneficio Neto
26.6%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
ELS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$58.25
Capitalización Bursátil (MRQ)
$11.30B
P/E (TTM)
28.0
BPA (TTM)
$2.08
Ingresos (TTM)
$1.56B
Rendimiento div.
3.4%
ROE (TTM)
23.8%
Rango 52S
$57–$69
ELS 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.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 16 de octubre de 2019 | 2-for-1 | Adelante |
| 16 de julio de 2013 | 2-for-1 | Adelante |
| 25 de abril de 1994 | 2-for-1 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.53B2023-12-31 → 2025-12-31
BPA$2.012023-12-31 → 2025-12-31
Margen neto26.6%2023-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | ELS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 28.0 | · | 29.4 | Sobrevalorado | |
| P/S (TTM) | 7.2 | · | 6.5 | Sobrevalorado | |
| P/C (MRQ) | 6.4 | · | 2.3 | Sobrevalorado | |
| Price / Cash Flow (Precio / Flujo de Caja) | 19.8 | · | 17.1 | Sobrevalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 6.6 | · | · | · | |
| PEG Ratio (Ratio PEG) | ≈2.8 | · | · | · |
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 | ELS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 26.2% | · | · | · | |
| Margen EBITDA (TTM) | 39.8% | · | · | · | |
| Margen de Beneficio Neto (TTM) | 26.6% | · | 19.2% | De primer nivel | |
| ROA (TTM) | 7.2% | · | 3.9% | De primer nivel | |
| ROE (TTM) | 23.8% | · | 7.2% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | ELS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 0.34% | · | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 1.9% | · | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 6.5% | · | · | · | |
| EPS YoY (EPS interanual) | 2.5% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 4.5% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 9.5% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 10.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 10.4% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 10.7% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | ELS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.3 | · | 0.2 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$413.9K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo3.4%
Ratio de Pago96.5%
Pago anualizado≈$2.17
CAGR de Dividendos a 5 años≈8.5%
Racha de Crecimiento≈21
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 25, 2026 | $0,54 | USD | ≈3.6% |
| Jun 26, 2026 | $0,54 | USD | ≈3.3% |
| Mar 27, 2026 | $0,54 | USD | ≈3.4% |
| Dic 26, 2025 | $0,52 | USD | ≈3.4% |
| Sep 26, 2025 | $0,52 | USD | ≈3.4% |
| Jun 27, 2025 | $0,52 | USD | ≈3.2% |
| Mar 28, 2025 | $0,52 | USD | ≈2.9% |
| Dic 27, 2024 | $0,48 | USD | ≈2.9% |
| Sep 27, 2024 | $0,48 | USD | ≈2.7% |
| Jun 28, 2024 | $0,48 | USD | ≈2.8% |
| Mar 27, 2024 | $0,48 | USD | ≈2.8% |
| Dic 28, 2023 | $0,45 | USD | ≈2.5% |
| Sep 28, 2023 | $0,45 | USD | ≈2.8% |
| Jun 29, 2023 | $0,45 | USD | ≈2.6% |
| Mar 30, 2023 | $0,45 | USD | ≈2.6% |
| Dic 29, 2022 | $0,41 | USD | ≈2.5% |
| Sep 29, 2022 | $0,41 | USD | ≈2.6% |
| Jun 23, 2022 | $0,41 | USD | ≈2.1% |
| Mar 24, 2022 | $0,41 | USD | ≈2.1% |
| Dic 30, 2021 | $0,36 | USD | ≈1.7% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
3.1%
Próximo informe
Oct 20, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 20, 2026 | $0.50 | $0.44 | 13.8% |
| 31 de marzo de 2026 | $0.56 | $0.55 | 1.2% | |
| 31 de diciembre de 2025 | $0.52 | $0.51 | 1.9% | |
| 30 de septiembre de 2025 | $0.50 | $0.47 | 7.0% | |
| 30 de junio de 2025 | $0.39 | $0.42 | -6.7% | |
| 31 de marzo de 2025 | $0.57 | $0.56 | 1.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.53B | $1.53B | $1.49B | $1.45B | $1.32B | $1.12B | $1.04B | $987M | $925M | $870M | $822M | $777M | |
| SG&A Expense | $38M | $38M | $47M | $45M | $40M | $39M | $36M | $38M | $32M | $31M | $31M | $27M | |
| Operating Expenses | $1.14B | $1.15B | $1.17B | $1.15B | $1.04B | $883M | $803M | $765M | $719M | $686M | $675M | $644M | |
| Operating Income | $391M | $381M | $320M | $295M | $272M | · | · | $356M | $337M | $315M | $295M | $272M | |
| Interest Income | $10M | $9M | $9M | $7M | $7M | $7M | $7M | $8M | $8M | $7M | $7M | $8M | |
| Pretax Income | · | · | · | $295M | $272M | $236M | $287M | $221M | $207M | $185M | $146M | $132M | |
| Income Tax | $-3M | $-354.0K | $-10M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Income | $402M | $385M | $330M | $299M | $276M | $241M | $296M | $226M | $210M | $187M | $151M | $138M | |
| EPS (Basic) | $2.01 | $1.96 | $1.69 | $1.53 | $1.43 | $1.26 | $1.54 | $1.19 | $1.09 | $1.93 | $1.55 | $1.42 | |
| EPS (Diluted) | $2.01 | $1.96 | $1.69 | $1.53 | $1.43 | $1.25 | $1.54 | $1.19 | $1.08 | $1.92 | $1.54 | $1.41 | |
| Shares (Basic) | 192,137,000 | 187,439,000 | 186,061,000 | 185,780,000 | 182,917,000 | 181,828,000 | 180,805,000 | 177,928,000 | 173,994,000 | 84,778,000 | 84,031,000 | 83,362,000 | |
| Shares (Diluted) | 200,114,000 | 196,636,000 | 195,429,000 | 195,255,000 | 192,883,000 | 192,555,000 | 191,995,000 | 190,110,000 | 186,850,000 | 92,569,000 | 91,907,000 | 91,511,000 | |
| EBITDA | $600M | $585M | $524M | $202M | $188M | $155M | $152M | $356M | $337M | $315M | $295M | $272M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | $31M | $56M | $80M | $74M | |
| PP&E (Gross) | · | · | · | $249M | $204M | $168M | $258M | · | · | · | · | · | |
| Goodwill | $18M | $18M | $18M | $18M | $17M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | |
| Intangibles | $38M | $38M | $38M | $38M | $38M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Total Assets | $5.75B | $5.65B | $5.61B | $5.49B | $5.31B | $4.42B | $4.15B | $3.93B | $3.61B | $3.48B | $3.40B | $3.43B | |
| Total Liabilities | $3.93B | $3.82B | $4.12B | $3.98B | $3.82B | $3.11B | $2.83B | $2.73B | $2.51B | $2.40B | $2.41B | $2.47B | |
| Long-term Debt | $3.35B | $3.20B | $3.52B | $3.39B | $3.27B | $2.44B | $2.25B | $2.36B | $2.20B | $2.09B | $2.15B | $2.21B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $883.0K | $854.0K | $843.0K | $838.0K | |
| AOCI | $-2M | $2M | $6M | $19M | $4M | $0 | $-380.0K | $2M | $942.0K | · | · | · | |
| Stockholders' Equity | $1.76B | $1.74B | $1.43B | $1.45B | $1.42B | $1.23B | $1.25B | $1.12B | $1.03B | $1.01B | $925M | $912M | |
| Liabilities + Equity | $5.75B | $5.65B | $5.61B | $5.49B | $5.31B | $4.42B | $4.15B | $3.93B | $3.61B | $3.48B | $3.40B | $3.45B | |
| Shares Outstanding | 193,835,561 | 191,056,527 | 186,426,281 | 186,120,298 | 185,640,379 | 182,230,631 | 182,089,595 | 179,842,036 | 177,170,320 | 171,058,772 | 84,253,065 | 83,879,779 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $209M | $204M | $204M | $202M | $188M | $155M | $152M | $137M | $124M | · | · | · | |
| Stock-based Comp | $7M | $9M | $18M | $9M | $13M | $12M | $10M | $10M | $9M | $9M | $9M | $8M | |
| Deferred Tax | $-1M | $-354.0K | $-10M | $0 | $0 | · | · | · | · | · | · | · | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $7M | $2M | $3M | $2M | $4M | |
| Other Non-cash | $-46M | $-994.0K | $7M | $-34M | $118M | $58M | $-15M | · | · | · | · | · | |
| Operating Cash Flow | $571M | $597M | $548M | $476M | $509M | $417M | $444M | $414M | $378M | $352M | $353M | $286M | |
| CapEx | · | · | · | $133M | $398M | $209M | $58M | $252M | $142M | · | · | · | |
| Investing Cash Flow | $-277M | $-218M | $-325M | $-402M | $-828M | $-401M | $-352M | $-398M | $-305M | $-219M | $-121M | $-128M | |
| Debt Issued | · | · | · | · | · | · | · | $422M | $350M | $88M | $395M | $169M | |
| Net Debt Issued | · | · | · | · | · | · | · | $422M | $350M | $88M | $395M | $169M | |
| Stock Issued | $0 | $317M | $0 | $28M | $140M | $0 | $59M | $79M | $121M | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | $0 | $0 | $229.0K | $62.0K | $0 | |
| Net Stock Activity | $0 | $317M | $0 | $28M | $140M | $0 | $59M | $0 | $0 | $-229.0K | $-3M | $-2M | |
| Dividends Paid | $388M | $351M | $326M | $296M | $262M | $243M | $216M | $190M | $164M | $140M | $122M | $102M | |
| Financing Cash Flow | $-293M | $-384M | $-216M | $-175M | $419M | $-21M | $-132M | $17M | $-99M | $-158M | $-226M | $-143M | |
| Net Change in Cash | $2M | $-5M | $8M | $-101M | $99M | $-5M | $-40M | $33M | $-26M | $-24M | $7M | $15M | |
| Free Cash Flow | · | · | · | $343M | $197M | $257M | $385M | · | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 25.6% | 24.9% | 21.5% | · | · | · | · | 36.0% | 36.4% | 36.2% | 35.9% | 35.0% | |
| Net Margin | 26.2% | 25.2% | 22.1% | 20.6% | 21.7% | 22.1% | 28.5% | 22.9% | 22.7% | 21.5% | 18.3% | 17.8% | |
| Pretax Margin | · | · | · | 20.4% | 21.4% | 21.6% | 27.7% | 22.4% | 22.3% | 21.2% | 17.8% | 17.1% | |
| EBITDA Margin | 39.2% | 38.3% | 35.2% | 14.0% | 14.8% | 14.2% | 14.7% | 36.0% | 36.4% | 36.2% | 35.9% | 35.0% | |
| ROA | 7.1% | 6.8% | 5.9% | 5.5% | 5.4% | 5.6% | 7.1% | 5.8% | 5.9% | 5.4% | 4.4% | 4.0% | |
| ROE | 23.0% | 24.3% | 22.9% | 20.9% | 20.8% | 19.4% | 25.0% | 21.0% | 20.6% | 19.4% | 16.4% | 15.3% |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.2 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.06 | $9.11 | $7.66 | $7.77 | $7.62 | $6.77 | $6.86 | $12.47 | $11.65 | $11.79 | $10.98 | $10.87 | |
| Revenue / Share | $7.65 | $7.76 | $7.62 | $7.41 | $6.59 | $5.67 | $5.40 | $10.38 | $9.90 | $9.40 | $8.94 | $8.49 | |
| Cash Flow / Share | $2.85 | $3.03 | $2.80 | $2.44 | $3.08 | $2.42 | $2.31 | $4.32 | $4.12 | $3.82 | $3.84 | $3.12 | |
| Cash / Share | · | · | · | · | · | · | · | · | $0.35 | $0.66 | $0.95 | $0.88 | |
| Dividend / Share | $2.06 | $1.91 | · | · | · | · | · | · | · | · | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | · | $0.49 | · | · | · | · | |
| EPS (TTM) | $2.01 | $1.96 | $1.69 | $1.53 | $1.43 | $1.25 | $1.54 | $1.19 | $1.08 | $1.92 | $1.54 | $1.41 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.34% | 2.5% | 2.9% | 9.9% | 17.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.9% | 5.1% | 10.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 2.5% | 16.0% | 10.5% | 7.0% | 14.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 9.5% | 11.1% | 10.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 10.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 4.5% | 16.7% | 10.3% | 8.3% | 14.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.4% | 11.7% | 10.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 9.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.53B | $1.53B | $1.49B | $1.45B | $1.32B | $1.12B | $1.04B | $987M | $925M | $870M | $822M | $777M | |
| Net Income TTM | $402M | $385M | $330M | $299M | $276M | $241M | $296M | $226M | $210M | $187M | $151M | $138M | |
| Market Cap | $11.75B | $12.72B | $13.15B | $12.02B | $16.27B | $11.55B | $12.82B | $4.37B | $3.94B | $3.08B | $2.81B | $2.16B | |
| P/E | 30.2 | 34.0 | 41.7 | 42.2 | 61.3 | 50.7 | 45.7 | 40.8 | 41.2 | 18.8 | 21.6 | 18.3 | |
| P/S | 7.7 | 8.3 | 8.8 | 8.3 | 12.4 | 10.3 | 12.4 | 4.4 | 4.3 | 3.5 | 3.4 | 2.8 | |
| P/B | 6.7 | 7.3 | 9.2 | 8.3 | 11.5 | 9.4 | 10.3 | 3.9 | 3.8 | 3.1 | 3.0 | 2.4 | |
| P / Tangible Book | 6.9 | 7.6 | 9.6 | 8.7 | 12.0 | 9.5 | · | · | · | · | · | · | |
| P / Cash Flow | 20.6 | 21.3 | 24.0 | 25.3 | 27.3 | 24.7 | 28.9 | 10.6 | 10.3 | 8.7 | 8.0 | 7.6 | |
| P / FCF | · | · | · | 35.1 | 82.6 | 44.9 | 33.3 | · | · | · | · | · | |
| Dividend Yield | 3.3% | 2.8% | 2.5% | 2.5% | 1.6% | 2.1% | 1.7% | 4.4% | 4.2% | 4.5% | 4.3% | 4.7% | |
| Earnings Yield | 3.3% | 2.9% | 2.4% | 2.4% | 1.6% | 2.0% | 2.2% | 2.5% | 2.4% | 5.3% | 4.6% | 5.5% | |
| Payout Ratio | 96.5% | 91.1% | 99.0% | 99.1% | 94.8% | 100.6% | 73.0% | 84.0% | 77.8% | 74.8% | 81.1% | 73.9% | |
| Annual Payout | $388M | $351M | $326M | $296M | $262M | $243M | $216M | $190M | $164M | $140M | $122M | $102M |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $398M | $398M | $374M | $393M | $377M | $387M | $372M | $387M | $380M | $387M | $361M | $389M | $370M | $370M | $341M | $381M | |
| SG&A Expense | $12M | $11M | $9M | $9M | $10M | $9M | $8M | $9M | $9M | $12M | $9M | $10M | $17M | $12M | $10M | $11M | |
| Operating Expenses | $298M | $285M | $275M | $295M | $293M | $278M | $271M | $304M | $298M | $272M | $275M | $308M | $305M | $281M | $268M | $308M | |
| Operating Income | $99M | $112M | $99M | $99M | $84M | $109M | $101M | $83M | $82M | $115M | $85M | $81M | $65M | $89M | · | · | |
| Interest Income | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Pretax Income | · | · | · | · | · | · | · | · | · | · | · | $80M | $65M | $86M | · | $69M | |
| Income Tax | · | · | · | · | · | · | $-115.0K | $0 | $0 | $-239.0K | $-10M | $0 | $0 | $0 | · | · | |
| Net Income | $100M | $111M | $104M | $100M | $83M | $114M | $101M | $87M | $82M | $115M | $96M | $81M | $66M | $86M | $77M | $71M | |
| EPS (Basic) | $0.50 | $0.56 | $0.52 | $0.50 | $0.42 | $0.57 | $0.51 | $0.44 | $0.42 | $0.59 | $0.50 | $0.41 | $0.34 | $0.44 | $0.39 | $0.36 | |
| EPS (Diluted) | $0.50 | $0.56 | $0.52 | $0.50 | $0.42 | $0.57 | $0.51 | $0.44 | $0.42 | $0.59 | $0.50 | $0.41 | $0.34 | $0.44 | $0.39 | $0.36 | |
| Shares (Basic) | 193,727,000 | 193,676,000 | · | 193,004,000 | 190,992,000 | 190,925,000 | · | 186,327,000 | 186,318,000 | 186,287,000 | · | 186,100,000 | 186,023,000 | 185,900,000 | · | 185,814,000 | |
| Shares (Diluted) | 200,209,000 | 200,176,000 | · | 200,126,000 | 200,095,000 | 200,074,000 | · | 195,510,000 | 195,465,000 | 195,545,000 | · | 195,440,000 | 195,430,000 | 195,369,000 | · | 195,269,000 | |
| EBITDA | $153M | $166M | · | $151M | $137M | $160M | · | · | $133M | $166M | · | $51M | $51M | $51M | · | $53M |
Balance general
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | · | · | $18M | · | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Intangibles | · | · | $38M | · | · | · | $38M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $5.80B | $5.75B | $5.75B | $5.75B | $5.72B | $5.64B | $5.65B | $5.64B | $5.65B | $5.63B | $5.61B | $5.63B | $5.59B | $5.52B | $5.49B | $5.41B | |
| Total Liabilities | $3.98B | $3.93B | $3.93B | $3.94B | $3.91B | $3.81B | $3.82B | $4.15B | $4.14B | $4.11B | · | $4.13B | $4.08B | $4.01B | · | $3.89B | |
| Long-term Debt | · | · | $3.35B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| AOCI | $3M | $-56.0K | $-2M | $-3M | $-2M | $674.0K | $2M | $-5M | $5M | $5M | · | $16M | $17M | $15M | · | $20M | |
| Stockholders' Equity | $1.76B | $1.76B | $1.76B | $1.75B | $1.73B | $1.75B | $1.74B | $1.43B | $1.44B | $1.45B | · | $1.43B | $1.43B | $1.44B | · | $1.45B | |
| Liabilities + Equity | $5.80B | $5.75B | $5.75B | $5.75B | $5.72B | $5.64B | $5.65B | $5.64B | $5.65B | $5.63B | · | $5.63B | $5.59B | $5.52B | · | $5.41B | |
| Shares Outstanding | 193,972,195 | 193,931,077 | 193,835,561 | 193,825,482 | 191,211,213 | 191,144,217 | 191,056,527 | 186,512,609 | 186,516,405 | 186,493,598 | 186,426,281 | 186,390,612 | 186,273,876 | 186,205,815 | 186,120,298 | 186,108,851 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $54M | $53M | $53M | $52M | $53M | $51M | $50M | $51M | $51M | $51M | $51M | $51M | $51M | $51M | $50M | $53M | |
| Stock-based Comp | $2M | $2M | $-298.0K | $3M | $3M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $9M | $3M | $3M | $3M | |
| Deferred Tax | · | · | · | · | · | · | $-115.0K | $0 | $0 | $-239.0K | $-10M | $0 | $0 | $0 | · | · | |
| Other Non-cash | · | $27M | · | · | · | $26M | · | · | · | $30M | · | · | · | · | · | · | |
| Operating Cash Flow | $148M | $194M | $99M | $147M | $131M | $193M | $105M | $150M | $143M | $199M | $129M | $152M | $72M | $159M | $71M | $51M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Investing Cash Flow | $-65M | $-44M | $-53M | $-67M | $-115M | $-42M | $-66M | $-47M | $-53M | $-51M | $-87M | $-84M | $-52M | $-66M | $-86M | $-14M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $105M | $100M | $100M | $98M | $98M | $91M | $89M | $89M | $89M | $83M | $83M | $83M | $83M | $76M | $76M | $76M | |
| Financing Cash Flow | $-87M | $-137M | $-59M | $-74M | $-31M | $-128M | $-55M | $-97M | $-101M | $-130M | $-72M | $-36M | $-23M | $-84M | $7M | $-48M | |
| Net Change in Cash | $-4M | $13M | $-13M | $6M | $-14M | $23M | $-16M | $5M | $-12M | $17M | $-30M | $32M | $-3M | $8M | $-8M | $-12M |
Rentabilidad
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 25.0% | 28.3% | · | 25.1% | 22.4% | 28.3% | · | · | 21.5% | 29.7% | · | · | · | · | · | · | |
| Net Margin | 25.0% | 28.0% | · | 25.5% | 22.1% | 29.5% | · | 22.4% | 21.6% | 29.8% | · | 20.8% | · | · | · | 18.5% | |
| Pretax Margin | · | · | · | · | · | · | · | · | · | · | · | 20.6% | 17.6% | 23.2% | · | 18.1% | |
| EBITDA Margin | 38.5% | 41.6% | · | 38.4% | 36.3% | 41.4% | · | 34.5% | 35.0% | 42.9% | · | 13.1% | 13.9% | 13.7% | · | 13.8% | |
| ROA | 1.7% | 2.0% | · | 1.8% | 1.5% | 2.0% | · | 1.5% | 1.5% | 2.1% | · | 1.5% | · | · | · | 1.4% | |
| ROE | 5.7% | 6.3% | · | 6.3% | 5.3% | 7.1% | · | 6.1% | 5.7% | 8.0% | · | 5.6% | · | · | · | 5.2% |
Eficiencia
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.06 | $9.08 | · | $9.05 | $9.05 | $9.15 | · | $7.64 | $7.72 | $7.77 | · | $7.66 | $7.69 | $7.74 | · | $7.78 | |
| Revenue / Share | $1.99 | $1.99 | · | $1.97 | $1.88 | $1.94 | · | $1.98 | $1.94 | $1.98 | · | $1.99 | $1.89 | $1.89 | · | $1.95 | |
| Cash Flow / Share | · | $0.97 | · | · | · | $0.97 | · | · | · | $1.02 | · | · | · | $0.81 | · | · | |
| Dividend / Share | $0.54 | $0.54 | $0.52 | $0.52 | $0.52 | $0.52 | $0.48 | $0.48 | $0.48 | $0.48 | $0.45 | $0.45 | $0.45 | $0.45 | $0.41 | $0.41 | |
| Dividend Paid / Share | · | · | · | $0.52 | $0.52 | $0.52 | $0.48 | $0.48 | $0.48 | $0.48 | · | · | · | · | · | · | |
| EPS (TTM) | $2.08 | $2.00 | · | $2.00 | $1.94 | $1.94 | · | $1.95 | $1.92 | $1.84 | · | $1.58 | $1.53 | $1.52 | · | $1.50 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.56B | $1.54B | · | $1.53B | $1.52B | $1.53B | · | $1.51B | $1.52B | $1.51B | · | $1.47B | $1.46B | $1.46B | · | $1.44B | |
| Net Income TTM | $415M | $399M | · | $399M | $385M | $384M | · | $381M | $375M | $358M | · | $310M | $300M | $298M | · | $291M | |
| Market Cap | $12.50B | $12.11B | · | $11.77B | $11.79B | $12.75B | · | $13.31B | $12.15B | $12.01B | · | $11.87B | $12.46B | $12.50B | · | $11.70B | |
| P/E | 31.0 | 31.2 | · | 30.4 | 31.8 | 34.4 | · | 36.6 | 33.9 | 35.0 | · | 40.3 | 43.7 | 44.2 | · | 41.9 | |
| P/S | 8.0 | 7.9 | · | 7.7 | 7.7 | 8.3 | · | 8.8 | 8.0 | 8.0 | · | 8.1 | 8.5 | 8.6 | · | 8.1 | |
| P/B | 7.1 | 6.9 | · | 6.7 | 6.8 | 7.3 | · | 9.3 | 8.4 | 8.3 | · | 8.3 | 8.7 | 8.7 | · | 8.1 | |
| P / Tangible Book | 7.1 | 6.9 | · | 6.7 | 6.8 | 7.3 | · | 9.3 | 8.4 | 8.3 | · | 8.3 | 8.7 | 8.7 | · | 8.1 | |
| P / Cash Flow | · | 62.3 | · | · | · | 65.9 | · | · | · | 60.4 | · | · | · | 78.6 | · | · | |
| Dividend Yield | 3.2% | 3.3% | · | 3.2% | 3.1% | 2.8% | · | 2.6% | 2.8% | 2.8% | · | 2.7% | 2.5% | 2.4% | · | 2.5% | |
| Earnings Yield | 3.2% | 3.2% | · | 3.3% | 3.1% | 2.9% | · | 2.7% | 2.9% | 2.9% | · | 2.5% | 2.3% | 2.3% | · | 2.4% | |
| Payout Ratio | · | 89.5% | · | · | · | 79.8% | · | · | · | 72.4% | · | · | · | · | · | · | |
| Annual Payout | $403M | $397M | · | $377M | $368M | $358M | · | $345M | $339M | $334M | · | $319M | $312M | $305M | · | $286M |
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 | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Ingresos | $1.53B | · | · | $1.53B | · |
| Margen Operativo % | 25.6% | · | · | 24.9% | · |
| Beneficio neto | $402M | · | · | $385M | · |
| EPS Diluido | $2.01 | · | · | $1.96 | · |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 504 declarantes · $12.7B 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
504
Valor en tenencia
$12.7B
Nuevas posiciones
52
Posiciones cerradas
62
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 52 (-32 vs trimestre anterior) | 62 (-3 vs trimestre anterior) | 168 (-6 vs trimestre anterior) | 191 (+13 vs trimestre anterior) | +4.5M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $1 576 448 621 | 24 460 025 | 12,45% | Acciones |
| VANGUARD GROUP INC | $1 544 190 063 | 25 477 480 | 12,19% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 059 141 718 | 16 433 541 | 8,36% | Acciones |
| STATE STREET CORP | $754 384 324 | 11 608 725 | 5,96% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $565 459 100 | 8 773 609 | 4,46% | Acciones |
| Aristotle Capital Management, LLC | $527 426 236 | 8 183 427 | 4,16% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $486 524 086 | 7 548 806 | 3,84% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $321 545 948 | 4 989 076 | 2,54% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $316 731 467 | 4 913 444 | 2,50% | Acciones |
| Daiwa Securities Group Inc. | $239 843 844 | 3 721 394 | 1,89% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $233 217 167 | 3 512 521 | 1,84% | Acciones |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $206 273 837 | 3 200 525 | 1,63% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $199 505 362 | 3 095 506 | 1,58% | Acciones |
| JPMORGAN CHASE & CO | $196 958 196 | 3 035 606 | 1,56% | Acciones |
| Boston Partners | $181 446 967 | 2 815 355 | 1,43% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $181 137 625 | 2 810 482 | 1,43% | Acciones |
| Invesco Ltd. | $164 882 273 | 2 558 297 | 1,30% | Acciones |
| Resolution Capital Ltd | $161 685 651 | 2 508 699 | 1,28% | Acciones |
| NORGES BANK | $149 857 915 | 2 325 181 | 1,18% | Acciones |
| MORGAN STANLEY | $132 086 027 | 2 049 432 | 1,04% | Acciones |
| NORTHERN TRUST CORP | $129 795 790 | 2 013 899 | 1,02% | Acciones |
| BANK OF AMERICA CORP /DE/ | $125 300 808 | 1 944 155 | 0,99% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $121 310 175 | 1 882 237 | 0,96% | Acciones |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $101 862 258 | 1 580 485 | 0,80% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $91 433 604 | 1 418 675 | 0,72% | Acciones |
| Bank of New York Mellon Corp | $89 011 978 | 1 381 101 | 0,70% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $85 029 523 | 1 362 216 | 0,67% | Acciones |
| FMR LLC | $82 810 243 | 1 284 875 | 0,65% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $79 005 452 | 1 225 841 | 0,62% | Acciones |
| Quantinno Capital Management LP | $78 836 276 | 1 223 216 | 0,62% | Acciones |
| CITADEL ADVISORS LLC | $78 174 369 | 1 212 946 | 0,62% | Acciones |
| SEI INVESTMENTS CO | $77 718 376 | 1 205 871 | 0,61% | Acciones |
| GOLDMAN SACHS GROUP INC | $76 304 337 | 1 183 931 | 0,60% | Acciones |
| UBS Group AG | $73 150 042 | 1 134 989 | 0,58% | Acciones |
| Legal & General Group Plc | $69 938 305 | 1 085 156 | 0,55% | Acciones |
| CI INVESTMENTS INC. | $65 876 923 | 1 022 140 | 0,52% | Acciones |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $64 597 333 | 1 002 286 | 0,51% | Acciones |
| Caprock Group, LLC | $60 463 378 | 930 118 | 0,48% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $59 547 997 | 923 941 | 0,47% | Acciones |
| JANUS HENDERSON GROUP PLC | $51 924 124 | 831 809 | 0,41% | Acciones |
| MILLER HOWARD INVESTMENTS INC /NY | $51 078 425 | 792 528 | 0,40% | Acciones |
| Russell Investments Group, Ltd. | $46 305 530 | 718 472 | 0,37% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $43 556 148 | 675 813 | 0,34% | Acciones |
| AMERIPRISE FINANCIAL INC | $43 417 981 | 702 172 | 0,34% | Acciones |
| Clearbridge Investments, LLC | $39 783 382 | 617 275 | 0,31% | Acciones |
| Adelante Capital Management LLC | $39 646 711 | 615 154 | 0,31% | Acciones |
| FIRST TRUST ADVISORS LP | $39 113 039 | 606 874 | 0,31% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $39 020 257 | 609 692 | 0,31% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $36 129 494 | 558 502 | 0,29% | Acciones |
| RHUMBLINE ADVISERS | $35 998 878 | 558 556 | 0,28% | Acciones |
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 |
|---|---|---|---|---|---|
| Samuel Zell, Samuel Zell Revocable Trust, Samstock/SZRT, L.L.C., Samstock/ZGPI, L.L.C., Samstock, L.L.C., Samstock/ZFT, L.L.C., Samstock/Alpha, L.L.C., SZKT Holdings, L.L.C., SZMT Holdings, L.L.C., SZJT Holdings, L.L.C., ZFTKT Holdings, L.L.C., ZFTMT Holdings, L.L.C., ZFTGT Holdings, L.L.C., ZFTJT Holdings, L.L.C., Zell General Partnership, Inc., EGI Holdings, Inc., Chai Trust Company, LLC ×3 presentaciones | 23 de octubre de 2015 | · | Presentación inicial | · | 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.
Informantes de la empresa 32 insiders · 11 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Paul Seavey | EVP & Chief Financial Officer | 3 de febrero de 2026 A | 99 283 | 0 | 0 | $0 |
| John Zoeller | Former Exec VP, CFO & Treas. | 12 de febrero de 2004 J | 338 | 0 | 0 | $0 |
| Patrick Waite | President & COO | 3 de febrero de 2026 A | 116 547 | 0 | 0 | $0 |
| Thomas Heneghan | Chairman of the Board | 28 de abril de 2026 A | 300 030 | 0 | 0 | $0 |
| Daniel Perlis | EVP Sales, Mktg, Business Dev | 3 de febrero de 2026 A | 14 188 | 0 | 0 | $0 |
| David P Eldersveld | EVP, CLO and Secretary | 3 de febrero de 2026 A | 117 808 | 0 | 0 | $0 |
| Larisa Drake | EVP & Chief Marketing Officer | 6 de febrero de 2024 A | 43 544 | 0 | 0 | $0 |
| Samuel Zell | Chairman of the Board | 25 de abril de 2023 A | 132 366 | 0 | 0 | $0 |
| Howard Walker | Vice Chairman of the Board | 1 de febrero de 2018 A | 56 104 | 0 | 0 | $0 |
| Kenneth Kroot | SVP - Gen. Counsel & Secretary | 14 de septiembre de 2012 A | 2 000 | 0 | 0 | $0 |
| Mark Howell | Former Prin. Acct. Officer | 17 de marzo de 2004 J | 0 | 0 | 0 | $0 |
| Constance Freedman | Consejero | 3 de agosto de 2026 A | 16 525 | 0 | 0 | $0 |
| David J Contis | Consejero | 1 de mayo de 2026 G | 8 959 | 0 | 1 | $-201 660 |
| Radhika Papandreou | Consejero | 28 de abril de 2026 A | 7 356 | 0 | 0 | $0 |
| Andrew Berkenfield | Consejero | 28 de abril de 2026 A | 10 813 | 0 | 0 | $0 |
| Derrick Burks | Consejero | 28 de abril de 2026 A | 12 536 | 0 | 0 | $0 |
| Sheli Z Rosenberg | Consejero | 1 de abril de 2024 A | 743 668 | 0 | 0 | $0 |
| Tao Huang | Consejero | 1 de febrero de 2021 A | 31 058 | 0 | 0 | $0 |
| Matthew Williams | Consejero | 2 de mayo de 2017 A | 1 552 | 0 | 0 | $0 |
| William Young | Consejero | 2 de mayo de 2017 A | 14 806 | 0 | 0 | $0 |
| Thomas E Dobrowski | Consejero | 10 de mayo de 2016 A | 42 260 | 0 | 0 | $0 |
| Gary Waterman | Consejero | 2 de mayo de 2016 A | 253 526 | 0 | 0 | $0 |
| Donald S Chisholm | Consejero | 18 de diciembre de 2008 S | 55 068 | 0 | 0 | $0 |
| Scott R Peppet | · | 31 de julio de 2026 G | 10 973 | 0 | 0 | $0 |
| Philip Calian | · | 28 de abril de 2026 A | 221 974 | 0 | 0 | $0 |
| Marguerite M Nader | · | 3 de febrero de 2026 A | 284 614 | 0 | 0 | $0 |
| Roger Maynard | · | 31 de marzo de 2022 D | 257 339 | 0 | 0 | $0 |
| Seth Rosenberg | · | 2 de julio de 2013 S | 2 098 | 0 | 0 | $0 |
| Ellen Kelleher | · | 31 de enero de 2013 J | 20 609 | 0 | 0 | $0 |
| Michael B Berman | · | 10 de enero de 2012 S | 30 389 | 0 | 0 | $0 |
| Joe B Mcadams | · | 1 de julio de 2011 J | 10 614 | 0 | 0 | $0 |
| David Helfand | · | 29 de marzo de 2004 J | 40 274 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 72 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 |
|---|---|---|---|---|
| HAUS · Tidal Trust I | 4,82% | 5 954 NS | 31 de julio de 2026 | N-PORT |
| RNTY · Tidal Trust II | 2,72% | 3 647 NS | 31 de julio de 2026 | N-PORT |
| REZ · iShares Trust | 2,48% | 338 038 SH | 11 de septiembre de 2026 | Diario |
| RITA · ETF Series Solutions | 2,46% | 3 295 NS | 31 de julio de 2026 | N-PORT |
| JRE · Janus Detroit Street Trust | 2,40% | 1 548 NS | 31 de julio de 2026 | N-PORT |
| PSR · Invesco Actively Managed Exchange-T… | 2,19% | 20 581 | 2 de octubre de 2026 | Diario |
| ICF · iShares Trust | 1,56% | 510 128 SH | 11 de septiembre de 2026 | Diario |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,40% | 166 720 | 2 de octubre de 2026 | Diario |
| USRT · iShares Trust | 1,01% | 738 565 SH | 11 de septiembre de 2026 | Diario |
| HSMV · First Trust Exchange-Traded Fund III | 0,91% | 4 941 NS | 31 de julio de 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 0,88% | 241 942 NS | 31 de julio de 2026 | N-PORT |
| IYR · iShares Trust | 0,88% | 598 252 SH | 11 de septiembre de 2026 | Diario |
| FREL · FIDELITY COVINGTON TRUST | 0,74% | 170 858 NS | 31 de julio de 2026 | N-PORT |
| REET · iShares Trust | 0,65% | 525 698 SH | 11 de septiembre de 2026 | Diario |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,63% | 7 011 675 SH | 19 de agosto de 2026 | Diario |
| ERET · iShares Trust | 0,61% | 1 360 SH | 11 de septiembre de 2026 | Diario |
| DFGR · Dimensional ETF Trust | 0,59% | 348 229 NS | 31 de julio de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,48% | 24 548 NS | 31 de julio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,38% | 26 831 | 2 de octubre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,36% | 21 379 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,35% | 81 590 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,34% | 2 570 452 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,34% | 313 395 SH | 19 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,33% | 97 595 SH | 19 de agosto de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,29% | 29 191 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 85 162 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,27% | 2 848 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,20% | 31 844 SH | 11 de septiembre de 2026 | Diario |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 126 013 NS | 31 de julio de 2026 | N-PORT |
| SMMD · iShares Trust | 0,16% | 102 922 SH | 11 de septiembre de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,15% | 4 448 136 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,15% | 20 346 | 2 de octubre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 2 226 736 SH | 19 de agosto de 2026 | Diario |
| FDLO · FIDELITY COVINGTON TRUST | 0,14% | 30 112 NS | 31 de julio de 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0,12% | 47 086 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,11% | 288 974 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,11% | 23 451 SH | 11 de septiembre de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 133 621 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,09% | 40 657 SH | 11 de septiembre de 2026 | Diario |
| IWR · iShares Trust | 0,09% | 791 578 SH | 11 de septiembre de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,06% | 13 404 | 2 de octubre de 2026 | Diario |
| ISCF · iShares Trust | 0,06% | 117 499 SH | 11 de septiembre de 2026 | Diario |
| PFM · Invesco Exchange-Traded Fund Trust | 0,04% | 5 524 | 2 de octubre de 2026 | Diario |
| IWD · iShares Trust | 0,03% | 428 090 SH | 11 de septiembre de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 116 353 SH | 19 de agosto de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,03% | 24 088 | 2 de octubre de 2026 | Diario |
| TILT · FlexShares Trust | 0,02% | 7 936 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 6 153 818 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 32 191 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 16 253 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,02% | 43 636 SH | 19 de agosto de 2026 | Diario |
| IUSV · iShares Trust | 0,02% | 83 414 SH | 11 de septiembre de 2026 | Diario |
| DIVB · iShares Trust | 0,02% | 6 099 SH | 11 de septiembre de 2026 | Diario |
| SCZ · iShares Trust | 0,02% | 663 421 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,02% | 8 260 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,02% | 131 885 SH | 11 de septiembre de 2026 | Diario |
| IUSG · iShares Trust | 0,02% | 86 752 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,02% | 52 983 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,02% | 249 241 SH | 11 de septiembre de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 21 778 | 2 de octubre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 168 122 SH | 19 de agosto de 2026 | Diario |
| IPAC · iShares Trust | 0,01% | 57 262 SH | 11 de septiembre de 2026 | Diario |
| IEFA · iShares Trust | 0,00% | 1 319 638 SH | 11 de septiembre de 2026 | Diario |
| IXUS · iShares Trust | 0,00% | 221 005 SH | 11 de septiembre de 2026 | Diario |
| IDEV · iShares Trust | 0,00% | 66 052 SH | 10 de septiembre de 2026 | Diario |
| IJH · iShares Trust | · | 6 805 400 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 573 283 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 484 557 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 26 494 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 8 742 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 20 760 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 43 780 SH | 19 de agosto de 2026 | Diario |
ELS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 22 analistas
COMPRA
Objetivo mediano
$70.00
+20,2%
7 31,8%
Compra fuerte
7 31,8%
Compra
8 36,4%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
19 analistas · 2026-10-02Objetivo medio $70.05 +20,3%
← Por Debajo de Todos los Objetivos
Precio Actual $58.25
Mín$59.00
Media$70.05
Máx$78.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
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Fuente: SEC 10-Q presentada el Jul 28, 2026