ES Eversource Energy (D/B/A) Common Stock
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Acerca de Eversource Energy (D/B/A) Common Stock Descripción general de la empresa de Wikipedia
Eversource Energy is a publicly traded, Fortune 500 energy company headquartered in Springfield, Massachusetts with additional corporate offices in Hartford, Connecticut, and Boston, Massachusetts, with several regulated subsidiaries offering retail electricity, natural gas service and water service to approximately 4 million customers in Connecticut, Massachusetts, and New Hampshire.
Following its 2012 merger with Boston-based NSTAR, Northeast Utilities had more than 4,270 circuit miles of electric transmission lines, 72,000 pole miles of distribution lines, and 6,459 miles of natural gas pipeline in New England.
Through predecessors New England Gas & Electric System and Commonwealth Energy Systems, Eversource is the direct legal successor of the Associated Gas & Electric System, a labyrinthine trust corporation based in Massachusetts controlling over a hundred regional gas, electric, railroad and other utility monopolies across the United States, and as distant as Manila. On February 2, 2015, this company and all its subsidiaries rebranded themselves as "Eversource Energy". The stock symbol changed on February 19, 2015, from "NU" to "ES".
Corporate structure
Before its rebranding, the company operated six main subsidiaries: Connecticut Light and Power (CL&P), Public Service Company of New Hampshire (PSNH), Western Massachusetts Electric Company (WMECO), Yankee Gas Services Company (Yankee Gas), NSTAR Electric, and NSTAR Gas. NSTAR itself was the product of corporate mergers, and included the former Boston Edison Company, Cambridge Electric Light Company, Commonwealth Electric Company, Commonwealth Gas, and Cambridge Gas Company. All now currently operate under the Eversource name.
Eversource remains Connecticut's largest electric utility, serving more than 1.2 million residential, municipal, commercial and industrial customers in approximately 149 cities and towns.
Eversource is also New Hampshire's largest electric utility, serving over 500,000 customers, including homes and businesses, in 211 cities and towns throughout the state.
Furthermore, Eversource is a major energy distributor to 1.7 million customers across Massachusetts, including over 1.4 million electric customers in 140 communities and over 600,000 natural gas customers in 125 communities.
History
The Rocky River Power Company, formed in 1905 by J. Henry Roraback, became the Connecticut Light and Power Company in 1917. Eversource predecessor Northeast Utilities (NU) was formed on July 1, 1966, under CEO Lelan Sillin, with the merger of the Connecticut Light and Power Company (CL&P, formed in 1917), Western Massachusetts Electric Company (WMECO, formed in 1886), and the Hartford Electric Light Company (HELCO, formed in 1878) under a single parent company, creating the first new multi-state public utility holding company since the enactment of the Public Utility Holding Company Act of 1935. In 1967, Holyoke Water Power Company (HWP) (formed in 1859) joined the NU System. Public Service Company of New Hampshire (PSNH, formed in 1926), a private company at the time, declared bankruptcy in January 1988 due to problems obtaining a license for the completed Seabrook Nuclear Power Plant. and in 1992 was merged into Northeast Utilities.
In 1999, Con Edison and Northeast Utilities entered negotiations that would have created one of the largest utilities in the United States. However, Con Edison backed out of the merger in 2001 after Connecticut's Attorney General Richard Blumenthal threatened lawsuits to block it.
Legislation passed in the late 1990s deregulated the electricity market in New England and required regulated utilities to divest generating stations to competitive suppliers. In 1999 the company divested all of the generating assets of WMECO and CL&P per requirements of the Massachusetts and Connecticut legislation. The company retained some of these assets by transferring them to a new subsidiary called Northeast Generation which functioned as a competitive supplier and sold the other assets entirely: WMECO's West Springfield Generating Station and several related hydroelectric and fossil fuel generating units were sold to Con Edison, while other assets (most notably the Northfield Mountain hydroelectric facility) were transferred to Northeast Generation.
In 2001, NU sold the assets and operations of its subsidiary, the Holyoke Water Power Company, to the City of Holyoke including the HWP electrical distribution system and customer base and all generation with the exception of the Mt. Tom coal-fired power plant which NU retained. The city's municipal gas and electric department assumed responsibility for the generators and absorbed the HWP distribution customer base. Between 2000 and 2002 due to state laws, NU divested WMECO, CL&P, and PSNH's nuclear generating assets which consisted of their stakes in the Seabrook, Millstone, and Vermont Yankee stations.
In November 2005, the company announced it would sell its unregulated competitive businesses, including generation and energy services. In November 2006 the company had essentially completed the divestiture of its competitive businesses.
In 2006, NU decided to sell the generating units it had earlier retained in the 1999 divestiture as competitive suppliers and shut down its competitive generation business units. The Northeast Generation assets, including Mount Tom Station and Northfield Mountain, were all sold to Energy Capital Partners. PSNH continued to operate regulated hydroelectric and fossil fuel generation assets to serve its default/basic service customers who did not choose an alternative competitive supplier.
In October 2010, Northeast Utilities announced that it would merge with NSTAR, the major electric and gas provider in Greater Boston, with the resulting company retaining the Northeast Utilities name for the next several years. After government approvals, the deal closed in April 2012.
In 2015, the company (now known as Eversource) agreed to sell all of its New Hampshire generation assets in the same manner it sold its assets in Massachusetts and Connecticut between 2000 and 2006. The sale of the New Hampshire generation fleet was approved by the state's Public Utilities Commission on November 29, 2017, and completed on January 10, 2018.
In June 2017, Eversource announced its merger with Aquarion Water Company for $1.675 billion. Aquarion would become a fully owned subsidiary and retain its own name, adding 300 employees and 230,000 customers in Connecticut, Massachusetts, and New Hampshire. In December 2017, the merger was completed after government approval.
In 2016, Eversource started joint ventures for wind farm developments with Ørsted. In 2023, Eversource announced it would sell off its equity in these projects (Bay State Wind, South Fork Wind, Revolution Wind, and Sunrise Wind) at an expected loss of $200 million.
Infrastructure
Eversource Energy has participated in a number of projects to maintain the reliability of the power grid in southwest Connecticut. The first project was construction of the $350 million 345 kilovolt Bethel–Norwalk transmission line through the western part of the state, and was constructed entirely by the company when it was still known as Northeast Utilities.
With United Illuminating, an upgrade to the 69-mile (112 km), 345 kilovolt Middletown-Norwalk transmission line was energized in 2009 at a cost of $900 million.
In 2013, the Greater Springfield Reliability Project, a component of the ongoing New England East-West Solution, was energized at a cost of $795 million. The project addressed numerous reliability issues with the Springfield, MA area's 115 kV transmission system by constructing two new 345 kV lines to the Agawam substation; one line north to Ludlow and the other south to North Bloomfield, Connecticut.
The new 345 kV corridor added a new strong interface between Massachusetts and Connecticut. The project also involved rebuilding all of the 115 kV lines along the transmission corridor between South Agawam and Ludlow to increase their capacities, building a new 115 kV transmission substation in East Springfield (Cadwell), replacing the Fairmont 115 kV transmission substation in Chicopee with a new substation across the street, and configuring a new 115 kV line from South Agawam to Southwick using a combination of both new and old line segments of the former 115 kV path between Agawam and North Bloomfield. The new Cadwell and Fairmont switching stations allowed a number of three-terminal 115 kV lines to be broken up into two-terminal lines. Finally, the project allowed a problematic underground 115 kV transmission path through the city of Springfield that was vulnerable to thermal overloads to be removed from service by breaking it in half at the middle. The underground lines now function solely to supply the distribution load served out of the Breckwood substation in Springfield. A previously proposed costly project that would have replaced the underground cables is no longer necessary. On November 20, 2013, cutover of 115 kV lines to the new Fairmont Switching Station was complete, marking substantial completion of the GSRP.
Eversource has taken action to support the use of electric vehicles. Starting in 2018, the company began spending $45 million over five years to install over 400 electric vehicle charging stations in Massachusetts. The project is part of the company's Grid Modernization plan. The company has switched much of its power source from coal to natural gas, wind, hydroelectricity and solar power.
HVDC transmission ("Northern Pass" Project)
As Northeast Utilities, the company signed on a joint venture with Hydro-Québec and NSTAR to build a new high-voltage direct current (HVDC) line from Windsor, Quebec (connecting with the Quebec grid) to a location in Franklin, New Hampshire. It was projected that the line would either run in an existing right-of-way adjacent to the HVDC line that runs through New Hampshire, or it would connect to a right-of-way in northern New Hampshire that would run through the White Mountains. This 180- to 190-mile line, projected to carry 1,200 megawatts, would have carried electricity to approximately one million homes. The issue of buying hydropower from Hydro-Québec had been an issue during the Massachusetts gubernatorial election of 2010. In November 2015, the Sierra Club of New Hampshire also expressed opposition for the new line, saying that it would not only benefit Connecticut and Massachusetts residents more than those in New Hampshire, but also the concern of the flooding of boreal forests during the construction of Hydro-Québec's dams in northern Quebec, disputes with the Innu First Nations, and the effects of tourism and the environment within the White Mountain National Forest.
On January 25, 2018, Massachusetts Governor Baker selected this "Northern Pass Transmission" (NPT) project as the winner for a clean energy procurement RFP.
However, days later on February 1, 2018, the New Hampshire Site Evaluation Committee voted unanimously to deny Eversource's controversial Northern Pass project a permit, leaving the future of the project, and $1.6 billion of Eversource's Transmission Rate Base Growth Projections in doubt.
On July 26, 2019, Eversource Energy announced that it was giving up Northern Pass after the New Hampshire Supreme Court rejected its appeal and sided with the SEC.
Controversy
After Eversource reported an 80 percent rise in electric transmission profits in Q2 2015, the Federal Energy Regulatory Commission (FERC) previously investigated the utility for having transmission rates that appear to be “unjust, unreasonable and unduly discriminatory or preferential”.
Political Connections
Also in 2015, Eversource fought the rooftop solar industry and supported anti-solar policies. In Massachusetts, they staffed the State House with lobbyists in order to end legislation promoting growth of the solar industry. During the 2015 legislative session in New Hampshire, Eversource opposed an increase to the state's solar net metering cap. New Hampshire's cap is lower than all neighboring states.
Eversource disclosed on its website politically related organization expenditures of $110,000 to the Democratic Governors Association in 2016, and payments made to trade associations that were used for lobbying or other political activities in excess of $135,000.
Rate hikes and solar charges
In Massachusetts, Attorney General Maura Healey testified in March, 2017 before the DPU urging it to deny Eversource's proposed $300 million rate increase. In her testimony, she challenged the need for Eversource's rate increase, noting NSTAR's and WMECo's high returns over the last few years. Referencing NSTAR's 2015 return of more than 13 percent, Attorney General Healey told the DPU that “[l]ast year, no state public utility commission in the country allowed a return that high.” Between 2010 and 2015, Eversource's shareholders of common stock received a cumulative total return (including quarterly dividends and the change in the market price per share) of 89 percent.
On November 30, 2017, the Massachusetts Department of Public Utilities on Thursday approved a much-reduced rate hike for Eversource Energy that will allow it to charge its Massachusetts electric customers tens of millions of dollars more a year. On December 20, 2017, Attorney General Maura Healey appealed the DPU ruling in the Eversource rate case, specifically the DPU's approval of a costly 10 percent shareholder return, one of the highest rates allowed by an electric distribution company regulator in the last five years.
On January 30, 2018, Massachusetts Rep. Thomas Golden and Sen. Michael Barrett held an Oversight Hearing on the DPU's decision to approve Eversource's proposal to include a demand charge as part of a monthly minimum reliability contribution on net metering customers. Rep. Golden accused the utility of purposefully making the new charges "as confusing as possible." He said, "Let me tell you something gentlemen, I'm not happy how this was rolled out. I'm not happy with the lack of information my office has received." Golden, co-chairman of the Committee on Telecommunications, Utilities and Energy, helped write the 2016 law that permits utilities to levy a new minimum monthly charge, and he told Eversource executives they were making it "extremely, extremely difficult" for him to continue to support them in the policy.
Price manipulation controversy
In 2017, an environmental group accused Eversource and Avangrid of driving up electric, gas rates over several winters by buying up shipment capacity on a major pipeline that they ultimately did not use. The Environmental Defense Fund said both utilities routinely reserved big deliveries of natural gas on the Algonquin pipeline system for frigid days, but then sharply reduced those orders too late in the day for others to use that capacity. Those orders had the effect of driving up wholesale prices for natural gas during peak winter heating periods and in turn increasing the costs of electricity generated by gas-fired power plants. The two utilities “engaged in behavior that would tend to have the largest impact on prices,” said N. Jonathan Peress, a senior director at the New York-based environmental group. “That implies they knew their efforts would have some sort of pricing impact that would provide them with some commercial benefit.” Representatives for both utilities denied they did anything improper.
Massachusetts Attorney General Maura Healey reviewed the findings, and U.S. Senator Richard Blumenthal asked the Federal Energy Regulatory Commission to open an investigation on the matter, as both the Connecticut Public Utilities Regulatory Authority and the Massachusetts Public Utilities Department are launching inquiries of their own.
On Feb. 27, 2018, FERC announced their investigation “revealed no evidence of anticompetitive withholding of natural gas pipeline capacity on Algonquin Gas Transmission by New England shippers.” It said that following an extensive review Commission staff “determined that EDF’s study was flawed and led to incorrect conclusions about the alleged withholding.”
A class-action lawsuit filed on November 14, 2017, against Avangrid, Inc. and Eversource Energy claims the two companies caused electricity consumers to incur overcharges of $3.6 billion in a years-long scheme that impacted six states and affected 14.7 million people. The lawsuit states that 7.1 million retail electricity customers and an overall population of 14.7 million people have been affected by Eversource and Avangrid's “unique monopoly” spanning at least from 2013 to 2016. On June 10, 2019, the case was thrown out of court as the judge stated natural gas prices are federally regulated and could not be interfered with by the court.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
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?
| Métrica | Tendencia a 5 años | ES | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 16.8promedio 5A ≈7.5 | ≈7.5 | 20.8 | Valor razonable | |
| P/S (TTM) | 1.7promedio 5A ≈2.2 | ≈2.2 | 1.8 | Sobrevalorado | |
| P/C (MRQ) | 1.5promedio 5A ≈1.7 | ≈1.7 | 1.8 | Valor razonable | |
| EV / EBITDA | 9.7promedio 5A ≈12.7 | ≈12.7 | 11.0 | Valor razonable | |
| Precio / FCF (TTM) | 81.6promedio 5A ≈-126.3 | ≈-126.3 | · | · | |
| Precio / Flujo de Caja (TTM) | 5.5promedio 5A ≈11.4 | ≈11.4 | 7.0 | Valor razonable | |
| EV / Revenue (EV / Ingresos) | 3.9promedio 5A ≈4.2 | ≈4.2 | · | · | |
| EV / FCF | -1161.5promedio 5A ≈-262.1 | ≈-262.1 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 2.0promedio 5A ≈2.4 | ≈2.4 | · | · | |
| PEG Ratio (Ratio PEG) | ≈3.3 | · | · | · |
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 | ES | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 21.5%promedio 5A ≈20.1% | ≈20.1% | 22.8% | Débil | |
| Margen EBITDA (TTM) | 37.8%promedio 5A ≈33.4% | ≈33.4% | 25.2% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 10.4%promedio 5A ≈7.9% | ≈7.9% | 12.6% | Débil | |
| ROA (TTM) | 2.3%promedio 5A ≈1.8% | ≈1.8% | 2.6% | En línea | |
| ROE (TTM) | 9.1%promedio 5A ≈6.2% | ≈6.2% | 10.7% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | ES | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 1.8promedio 5A ≈1.6 | ≈1.6 | 1.8 | En línea | |
| Ratio corriente (MRQ) | 0.8promedio 5A ≈0.7 | ≈0.7 | 0.9 | En línea | |
| Quick Ratio (Ratio Rápido) | 0.3promedio 5A ≈0.2 | ≈0.2 | 0.3 | Liquidez sólida | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 1.6promedio 5A ≈1.5 | ≈1.5 | 1.7 | Baja deuda |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | ES | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 13.8%promedio 5A ≈9.2% | ≈9.2% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 3.3%promedio 5A ≈6.6% | ≈6.6% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 8.8% | · | · | · | |
| EPS YoY (EPS interanual) | 100.9%promedio 5A ≈38.3% | ≈38.3% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 107.5%promedio 5A ≈41.3% | ≈41.3% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 4.0% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 5.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 6.4% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 7.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | ES | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2promedio 5A ≈0.2 | ≈0.2 | 0.2 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 7.7promedio 5A ≈8.1 | ≈8.1 | 8.4 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.3M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 21, 2026 | $0,79 | USD | ≈4.7% |
| May 18, 2026 | $0,79 | USD | ≈4.5% |
| Mar 5, 2026 | $0,79 | USD | ≈4.1% |
| Dic 17, 2025 | $0,75 | USD | ≈5.5% |
| Sep 22, 2025 | $0,75 | USD | ≈5.5% |
| May 15, 2025 | $0,75 | USD | ≈4.7% |
| Mar 4, 2025 | $0,75 | USD | ≈4.9% |
| Dic 18, 2024 | $0,72 | USD | ≈5.1% |
| Sep 23, 2024 | $0,72 | USD | ≈4.2% |
| May 15, 2024 | $0,72 | USD | ≈4.6% |
| Mar 4, 2024 | $0,72 | USD | ≈4.7% |
| Dic 15, 2023 | $0,68 | USD | ≈4.4% |
| Sep 22, 2023 | $0,68 | USD | ≈5.3% |
| May 17, 2023 | $0,68 | USD | ≈4.4% |
| Mar 1, 2023 | $0,68 | USD | ≈4.4% |
| Dic 15, 2022 | $0,64 | USD | ≈3.8% |
| Sep 23, 2022 | $0,64 | USD | ≈2.9% |
| May 18, 2022 | $0,64 | USD | ≈2.8% |
| Mar 2, 2022 | $0,64 | USD | ≈3.0% |
| Dic 16, 2021 | $0,60 | USD | ≈2.7% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 29, 2026 | $0.36 | $0.92 | -60.9% |
| 31 de marzo de 2026 | $1.61 | $1.65 | -2.4% | |
| 31 de diciembre de 2025 | $1.12 | $1.15 | -2.5% | |
| 30 de septiembre de 2025 | $0.98 | $1.16 | -15.9% | |
| 30 de junio de 2025 | $0.96 | $0.98 | -2.4% | |
| 31 de marzo de 2025 | $1.50 | $1.56 | -3.6% |
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 | $13.55B | $11.90B | $11.91B | $12.29B | $9.86B | $8.90B | $8.53B | $8.45B | $7.75B | $7.64B | $7.95B | $7.74B | |
| Operating Expenses | $10.56B | $9.49B | $9.51B | $10.09B | $7.87B | $6.92B | $6.94B | $6.75B | $5.86B | $5.80B | $6.19B | $6.11B | |
| Operating Income | $2.99B | $2.41B | $2.40B | $2.20B | $1.99B | $1.99B | $1.59B | $1.70B | $1.89B | $1.84B | $1.76B | $1.63B | |
| Interest Expense | · | · | $855M | $678M | $582M | $538M | $533M | $499M | $422M | $401M | $372M | $362M | |
| Interest Income | $126M | $138M | $94M | $50M | $26M | $5M | $13M | $18M | $8M | $11M | $7M | $6M | |
| Other Non-op | $253M | $272M | $254M | $296M | $136M | $104M | $120M | $110M | $100M | $54M | $28M | $19M | |
| Income Tax | $140M | $425M | $160M | $454M | $344M | $346M | $273M | $289M | $579M | $555M | $540M | $468M | |
| Net Income | $1.70B | $819M | $-435M | $1.41B | $1.23B | $1.21B | $917M | $1.04B | $996M | $950M | $886M | $827M | |
| EPS (Basic) | $4.56 | $2.27 | $-1.27 | $4.05 | $3.55 | $3.56 | $2.83 | $3.25 | $3.11 | $2.97 | $2.77 | $2.59 | |
| EPS (Diluted) | $4.56 | $2.27 | $-1.26 | $4.05 | $3.54 | $3.55 | $2.81 | $3.25 | $3.11 | $2.96 | $2.76 | $2.58 | |
| Shares (Basic) | 370,852,601 | 357,482,965 | 349,580,638 | 346,783,444 | 343,972,926 | 338,836,147 | 321,416,086 | 317,370,369 | 317,411,097 | 317,650,180 | 317,336,881 | 316,136,748 | |
| Shares (Diluted) | 371,259,264 | 357,779,408 | 349,840,481 | 347,246,768 | 344,631,056 | 339,847,062 | 322,941,636 | 317,993,934 | 318,031,580 | 318,454,239 | 318,432,687 | 317,417,414 | |
| EBITDA | $5.39B | $4.19B | $3.22B | $3.84B | $3.33B | $3.15B | $2.67B | $2.77B | $2.78B | $2.65B | $1.76B | $1.63B |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $135M | $27M | $54M | $375M | $67M | $107M | $15M | $108M | $38M | $30M | $24M | $39M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | · | $124M | |
| Receivables | $1.85B | $1.65B | $1.43B | $1.52B | $1.23B | $1.20B | $989M | $994M | $925M | $847M | $775M | $856M | |
| Prepaid Expense | · | · | · | · | · | $106M | · | · | · | · | · | · | |
| Other Current Assets | $353M | $315M | $356M | $383M | $370M | $252M | $342M | $261M | $138M | $215M | $129M | $226M | |
| Current Assets | $5.08B | $5.08B | $4.25B | $4.22B | $3.27B | $3.13B | $2.41B | $2.29B | $2.49B | $2.48B | $2.62B | $2.69B | |
| Goodwill | $4.23B | $3.57B | $4.53B | $4.52B | $4.48B | $4.45B | $4.43B | $4.43B | $4.43B | $3.52B | $3.50B | $3.52B | |
| Other Non-current Assets | $998M | $812M | $592M | $541M | $612M | $584M | $512M | $398M | $606M | $522M | $295M | $312M | |
| Total Assets | $63.79B | $59.59B | $55.61B | $53.23B | $48.49B | $46.10B | $41.12B | $38.24B | $36.22B | $32.05B | $30.58B | $29.74B | |
| Accounts Payable | $1.86B | $1.74B | $1.87B | $2.11B | $1.67B | $1.37B | $1.15B | $1.12B | $1.09B | $885M | $814M | $868M | |
| Current Liabilities | $7.81B | $6.72B | $6.34B | $6.80B | $5.85B | $4.92B | $3.61B | $4.11B | $3.59B | $3.64B | $2.99B | $3.13B | |
| Capital Leases | $37M | $46M | $44M | $48M | $37M | $46M | $41M | · | · | · | · | · | |
| Deferred Tax | $5.65B | $5.41B | $5.30B | $5.07B | $4.60B | $4.10B | $3.76B | $3.51B | $3.30B | $5.61B | $5.15B | $4.47B | |
| Other Non-current Liabilities | $1.10B | $774M | $1.03B | $888M | $971M | $949M | $811M | $730M | $1.07B | $853M | $871M | $874M | |
| Long-term Debt | $28.27B | $26.70B | $24.41B | $21.04B | $18.22B | $16.18B | $14.10B | $13.09B | $12.33B | $9.60B | $9.03B | $8.81B | |
| Total Debt | $28.27B | $26.70B | $24.41B | $21.04B | $18.22B | $16.18B | $14.10B | $13.09B | $12.33B | $9.60B | $9.03B | $8.85B | |
| Common Stock | · | · | · | · | $1.79B | $1.79B | $1.73B | $1.67B | $1.67B | $1.67B | $1.67B | $1.67B | |
| Paid-in Capital | $9.94B | $9.43B | $8.46B | $8.40B | $8.10B | $8.02B | $7.09B | $6.24B | $6.24B | $6.25B | $6.26B | $6.24B | |
| Retained Earnings | $4.50B | $3.93B | $4.14B | $5.53B | $5.01B | $4.61B | $4.18B | $3.95B | $3.56B | $3.18B | $2.80B | $2.45B | |
| Treasury Stock | $139M | $171M | $196M | $216M | $251M | $278M | $299M | $318M | $318M | $318M | $310M | $-300M | |
| AOCI | $-21M | $-26M | $-34M | $-39M | $-42M | $-76M | $-65M | $-60M | $-66M | $-65M | $-67M | $-74M | |
| Stockholders' Equity | $16.20B | $15.04B | $14.17B | $15.47B | $14.60B | $14.06B | $12.63B | $11.49B | $11.09B | $10.71B | $10.35B | $9.98B | |
| Liabilities + Equity | $63.79B | $59.59B | $55.61B | $53.23B | $48.49B | $46.10B | $41.12B | $38.24B | $36.22B | $32.05B | $30.58B | $29.74B | |
| Shares Outstanding | 375,416,880 | 366,608,052 | 349,540,266 | 348,443,855 | 344,403,196 | 342,954,023 | 329,880,645 | 316,885,808 | 316,885,808 | 316,885,808 | 317,191,249 | 316,983,337 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2.40B | $1.78B | $816M | $1.64B | $1.33B | $1.16B | $1.08B | $1.07B | $864M | $787M | $688M | $625M | |
| Deferred Tax | $27M | $436M | $85M | $347M | $347M | $257M | $210M | $175M | $492M | $466M | $492M | $443M | |
| Other Non-cash | $-18M | $-872M | $1.18B | $-1.00B | $-948M | $-946M | $-198M | $-503M | $-346M | $-28M | · | · | |
| Operating Cash Flow | $4.11B | $2.16B | $1.65B | $2.40B | $1.96B | $1.68B | $2.01B | $1.83B | $2.00B | $2.21B | $1.43B | $1.65B | |
| CapEx | $4.16B | $4.48B | $4.34B | $3.44B | $3.18B | $2.94B | $2.91B | $2.57B | $2.35B | $1.98B | $1.72B | $1.60B | |
| Investing Cash Flow | $-4.31B | $-4.54B | $-4.87B | $-4.13B | $-3.45B | $-4.13B | $-3.27B | $-2.44B | $-3.23B | $-2.15B | $-1.66B | $-1.59B | |
| Debt Issued | $2.94B | $4.50B | $5.20B | $4.04B | $3.23B | $2.76B | $1.52B | $2.20B | $2.50B | $800M | $1.23B | $725M | |
| Net Debt Issued | $1.54B | $2.55B | $3.19B | $2.87B | $2.09B | $2.43B | $719M | $1.15B | $1.75B | $600M | $1.01B | $148M | |
| Stock Issued | $465M | $989M | $0 | $197M | $0 | $929M | $852M | $0 | $0 | · | · | · | |
| Net Stock Activity | $465M | $989M | $0 | $197M | $0 | $929M | $852M | · | · | · | · | · | |
| Dividends Paid | $1.09B | $1.00B | $919M | $860M | $805M | $745M | $663M | $640M | $602M | $564M | $530M | $475M | |
| Financing Cash Flow | $312M | $2.34B | $2.87B | $2.03B | $1.44B | $2.59B | $1.17B | $730M | $1.21B | $-18M | $211M | $-65M | |
| Net Change in Cash | $119M | $-39M | $-355M | $301M | $-44M | $148M | $-92M | $123M | $-21M | $39M | $-15M | $-5M | |
| Taxes Paid | $-48M | $-70M | $39M | $78M | $122M | $49M | $56M | $159M | $31M | $-136M | $10M | $334M | |
| Free Cash Flow | $-45M | $-2.32B | $-2.69B | $-1.04B | $-1.21B | $-1.26B | $-902M | $-739M | $-343M | $198M | $-300M | $32M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 22.1% | 20.2% | 20.1% | 17.9% | 20.2% | 22.3% | 18.6% | 20.1% | 24.7% | 24.3% | 22.2% | 21.1% | |
| Net Margin | 12.6% | 6.9% | -3.6% | 11.5% | 12.4% | 13.6% | 10.8% | 12.3% | 12.8% | 12.4% | 11.1% | 10.7% | |
| EBITDA Margin | 39.8% | 35.2% | 27.0% | 31.3% | 33.8% | 35.4% | 31.3% | 32.8% | 35.9% | 34.6% | 22.2% | 21.1% | |
| ROA | 2.8% | 1.4% | -0.80% | 2.8% | 2.6% | 2.8% | 2.3% | 2.8% | 2.9% | 3.0% | 2.9% | 2.9% | |
| ROE | 10.7% | 5.5% | -2.9% | 9.2% | 8.5% | 8.6% | 7.4% | 9.1% | 9.1% | 9.0% | 8.7% | 8.3% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.8 | 0.7 | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.9 | 0.9 | |
| Quick Ratio | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | |
| Debt / Equity | 1.7 | 1.8 | 1.7 | 1.4 | 1.2 | 1.2 | 1.1 | 1.1 | 1.1 | 0.9 | 0.9 | 0.9 | |
| LT Debt / Equity | 1.7 | 1.7 | 1.7 | 1.3 | 1.2 | 1.1 | 1.1 | 1.1 | 1.1 | 0.8 | 0.9 | 0.9 | |
| Interest Coverage | · | · | 2.8 | 3.2 | 3.4 | 3.7 | 3.0 | 3.4 | 4.5 | 4.6 | 4.7 | 4.5 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | |
| Receivables Turnover | 7.7 | 7.7 | 8.1 | 9.0 | 8.1 | 8.1 | 8.6 | 8.8 | 8.7 | 9.4 | 9.7 | 9.1 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $43.14 | $41.02 | $40.55 | $44.41 | $42.39 | $41.01 | $38.29 | $36.25 | $34.98 | $33.80 | $32.64 | $31.47 | |
| Revenue / Share | $36.49 | $33.26 | $34.05 | $35.39 | $28.62 | $26.20 | $26.40 | $26.57 | $24.37 | $23.99 | $24.98 | $24.39 | |
| Cash Flow / Share | $11.08 | $6.04 | $4.71 | $6.92 | $5.69 | $4.95 | $6.22 | $5.61 | $6.30 | $6.83 | $4.47 | $5.15 | |
| Cash / Share | $0.36 | $0.07 | $0.15 | $1.08 | $0.19 | $0.31 | $0.05 | $0.34 | $0.12 | $0.10 | $0.08 | $0.12 | |
| Dividend / Share | $3.01 | $2.86 | $2.70 | $2.55 | · | · | · | · | · | · | · | · | |
| Dividend Paid / Share | · | · | $2.70 | $2.55 | $2.41 | $2.27 | $2.14 | $2.02 | $1.90 | $1.78 | $1.67 | $1.57 | |
| EPS (TTM) | $4.56 | $2.27 | $-1.26 | $4.05 | $3.54 | $3.55 | $2.81 | $3.25 | $3.11 | $2.96 | $2.76 | $2.58 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.8% | -0.08% | -3.1% | 24.6% | 10.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.3% | 6.5% | 10.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 100.9% | · | · | 14.4% | -0.28% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.0% | -13.8% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 107.5% | · | · | 15.0% | 1.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 6.4% | -12.6% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 7.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 8.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $13.55B | $11.90B | $11.91B | $12.29B | $9.86B | $8.90B | $8.53B | $8.45B | $7.75B | $7.64B | $7.95B | $7.74B | |
| Net Income TTM | $1.70B | $819M | $-435M | $1.41B | $1.23B | $1.21B | $917M | $1.04B | $996M | $950M | $886M | $827M | |
| Market Cap | $25.28B | $21.05B | $21.57B | $29.21B | $31.33B | $29.67B | $28.06B | $20.61B | $20.02B | $17.50B | $16.20B | $16.96B | |
| Enterprise Value | $53.41B | $47.73B | $45.93B | $49.88B | $49.48B | $45.74B | $42.15B | $33.59B | $32.31B | $27.07B | $25.21B | $25.78B | |
| P/E | 14.8 | 25.3 | -49.0 | 20.7 | 25.7 | 24.4 | 30.3 | 20.0 | 20.3 | 18.7 | 18.5 | 20.7 | |
| P/S | 1.9 | 1.8 | 1.8 | 2.4 | 3.2 | 3.3 | 3.3 | 2.4 | 2.6 | 2.3 | 2.0 | 2.2 | |
| P/B | 1.6 | 1.4 | 1.5 | 1.9 | 2.1 | 2.1 | 2.2 | 1.8 | 1.8 | 1.6 | 1.6 | 1.7 | |
| P / Tangible Book | 2.1 | 1.8 | 2.2 | 2.7 | 3.1 | 3.1 | · | · | · | · | · | · | |
| P / Cash Flow | 6.1 | 9.7 | 13.1 | 12.2 | 16.0 | 17.6 | 14.0 | 11.6 | 10.0 | 8.0 | 11.4 | 10.4 | |
| P / FCF | -560.5 | -9.1 | -8.0 | -28.1 | -25.8 | -23.5 | -31.1 | -27.9 | -58.3 | 88.3 | -54.0 | 534.7 | |
| EV / EBITDA | 9.9 | 11.4 | 14.3 | 13.0 | 14.9 | 14.5 | 15.8 | 12.1 | 11.6 | 10.2 | 14.3 | 15.8 | |
| EV / FCF | -1184.3 | -20.6 | -17.1 | -47.9 | -40.8 | -36.3 | -46.7 | -45.4 | -94.1 | 136.6 | -84.0 | 812.4 | |
| EV / Revenue | 3.9 | 4.0 | 3.9 | 4.1 | 5.0 | 5.1 | 4.9 | 4.0 | 4.2 | 3.5 | 3.2 | 3.3 | |
| Dividend Yield | 4.3% | 4.8% | 4.3% | 2.9% | 2.6% | 2.5% | 2.4% | 3.1% | 3.0% | 3.2% | 3.3% | 2.8% | |
| Earnings Yield | 6.8% | 4.0% | -2.0% | 4.8% | 3.9% | 4.1% | 3.3% | 5.0% | 4.9% | 5.4% | 5.4% | 4.8% | |
| Payout Ratio | 64.3% | 122.3% | -211.4% | 60.9% | 65.6% | 61.4% | 72.4% | 61.5% | 60.5% | 59.4% | 59.8% | 57.5% | |
| Annual Payout | $1.09B | $1.00B | $919M | $860M | $805M | $745M | $663M | $640M | $602M | $564M | $530M | $475M |
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 | $2.90B | $4.50B | $3.37B | $3.22B | $2.84B | $4.12B | $2.97B | $3.06B | $2.53B | $3.33B | $2.69B | $2.79B | $2.63B | $3.80B | $3.03B | $3.22B | |
| Operating Expenses | $2.36B | $3.43B | $2.66B | $2.53B | $2.18B | $3.19B | $2.62B | $2.45B | $1.93B | $2.49B | $2.14B | $2.26B | $2.07B | $3.05B | $2.51B | $2.66B | |
| Operating Income | $541M | $1.08B | $710M | $689M | $663M | $926M | $348M | $612M | $602M | $846M | $559M | $531M | $561M | $750M | $522M | $557M | |
| Interest Expense | · | · | · | · | · | · | · | $301M | $271M | $251M | · | $222M | $207M | $195M | · | $178M | |
| Interest Income | $33M | $28M | $31M | $29M | $31M | $34M | $32M | $39M | $37M | $30M | · | · | · | · | · | · | |
| Other Non-op | $111M | $73M | $74M | $56M | $65M | $58M | $59M | $74M | $78M | $61M | $-9M | $79M | $95M | $89M | $40M | $90M | |
| Income Tax | $80M | $203M | $61M | $-197M | $111M | $165M | $76M | $77M | $109M | $163M | $-67M | $46M | $30M | $151M | $104M | $118M | |
| Net Income | $56M | $609M | $423M | $369M | $355M | $553M | $74M | $-116M | $337M | $524M | $-1.29B | $342M | $17M | $493M | $322M | $351M | |
| EPS (Basic) | $0.14 | $1.61 | $1.11 | $0.99 | $0.96 | $1.50 | $0.16 | $-0.33 | $0.95 | $1.49 | $-3.69 | $0.97 | $0.04 | $1.41 | $0.92 | $1.01 | |
| EPS (Diluted) | $0.14 | $1.61 | $1.11 | $0.99 | $0.96 | $1.50 | $0.16 | $-0.33 | $0.95 | $1.49 | $-3.68 | $0.97 | $0.04 | $1.41 | $0.93 | $1.00 | |
| Shares (Basic) | 376,488,004 | 376,026,090 | · | 371,914,953 | 368,661,995 | 367,320,246 | · | 359,520,518 | 353,212,378 | 350,717,114 | · | 349,704,155 | 349,462,359 | 349,217,147 | · | 347,297,411 | |
| Shares (Diluted) | 376,998,879 | 376,583,614 | · | 372,262,732 | 368,917,187 | 367,677,618 | · | 359,817,657 | 353,419,658 | 350,997,220 | · | 349,851,969 | 349,729,982 | 349,612,013 | · | 347,762,693 | |
| EBITDA | $920M | $1.90B | · | $1.19B | $1.16B | $1.76B | · | $1.22B | $843M | $1.18B | · | $716M | $662M | $986M | · | $971M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.82B | $270M | $135M | $259M | $344M | $111M | $27M | $98M | $33M | $259M | · | $79M | $42M | $36M | · | $486M | |
| Receivables | $1.72B | $2.08B | $1.85B | $1.66B | $1.71B | $1.87B | $1.65B | $1.56B | $1.47B | $1.59B | · | $1.43B | $1.33B | $1.66B | · | $1.45B | |
| Other Current Assets | $344M | $390M | $353M | $353M | $235M | $283M | $315M | $414M | $365M | $388M | · | $374M | $378M | $468M | · | $333M | |
| Current Assets | $6.44B | $5.34B | $5.08B | $4.86B | $4.90B | $4.91B | $5.08B | $4.83B | $4.67B | $4.88B | · | $4.01B | $3.72B | $4.14B | · | $3.92B | |
| Goodwill | $3.57B | $4.23B | $4.23B | $3.57B | $3.57B | $3.57B | $3.57B | $4.53B | $4.53B | $4.53B | $4.53B | $4.53B | $4.52B | $4.52B | $4.52B | $4.48B | |
| Other Non-current Assets | $1.02B | $1.00B | $998M | $942M | $900M | $832M | $812M | $645M | $644M | $619M | · | $597M | $588M | $561M | · | $622M | |
| Total Assets | $63.42B | $64.71B | $63.79B | $61.70B | $60.96B | $60.19B | $59.59B | $58.57B | $58.35B | $57.32B | · | $56.29B | $54.54B | $54.11B | · | $51.60B | |
| Accounts Payable | $1.61B | $1.66B | $1.86B | $1.48B | $1.51B | $1.49B | $1.74B | $1.56B | $1.76B | $1.66B | · | $1.64B | $1.55B | $1.82B | · | $1.46B | |
| Current Liabilities | $8.05B | $8.21B | $7.81B | $6.80B | $6.88B | $6.52B | $6.72B | $5.62B | $6.25B | $6.37B | · | $7.12B | $5.79B | $6.41B | · | $5.49B | |
| Capital Leases | · | · | $37M | · | · | · | $46M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $5.73B | $5.89B | $5.65B | $5.55B | $5.52B | $5.40B | $5.41B | $5.33B | $5.25B | $5.31B | · | $5.24B | $5.28B | $5.24B | · | $4.83B | |
| Other Non-current Liabilities | $939M | $1.14B | $1.10B | $825M | $1.05B | $1.07B | $774M | $1.37B | $967M | $984M | · | $909M | $907M | $885M | · | $874M | |
| Long-term Debt | $29.11B | $29.50B | $28.27B | $27.99B | $28.16B | $27.60B | $26.70B | $27.41B | $27.16B | $25.80B | · | $24.16B | $23.83B | $22.18B | · | $21.44B | |
| Total Debt | $29.11B | $29.50B | · | $27.99B | $28.16B | $27.60B | · | $27.41B | $27.16B | $25.80B | · | $24.16B | $23.83B | $22.18B | · | $21.44B | |
| Paid-in Capital | $9.99B | $9.95B | $9.94B | $9.92B | $9.67B | $9.44B | $9.43B | $9.26B | $8.71B | $8.54B | · | $8.44B | $8.43B | $8.41B | · | $8.33B | |
| Retained Earnings | $4.57B | $4.82B | $4.50B | $4.37B | $4.28B | $4.20B | $3.93B | $4.12B | $4.50B | $4.41B | · | $5.67B | $5.56B | $5.78B | · | $5.43B | |
| Treasury Stock | $123M | $129M | $139M | $145M | $151M | $158M | $171M | $176M | $180M | $185M | · | $201M | $205M | $209M | · | $236M | |
| AOCI | $-19M | $-20M | $-21M | $-23M | $-24M | $-24M | $-26M | $-28M | $-30M | $-29M | · | $-24M | $-32M | $-36M | · | $-41M | |
| Stockholders' Equity | $16.34B | $16.53B | $16.20B | $16.03B | $15.67B | $15.34B | $15.04B | $15.04B | $14.82B | $14.54B | $14.17B | $15.69B | $15.55B | $15.75B | $15.47B | $15.28B | |
| Liabilities + Equity | $63.42B | $64.71B | $63.79B | $61.70B | $60.96B | $60.19B | $59.59B | $58.57B | $58.35B | $57.32B | · | $56.29B | $54.54B | $54.11B | · | $51.60B | |
| Shares Outstanding | 376,598,337 | 375,974,644 | 375,416,880 | 375,096,584 | 371,038,611 | 367,307,083 | 366,608,052 | 363,891,973 | 354,566,071 | 351,379,414 | 349,540,266 | 349,275,775 | 349,021,936 | 348,808,082 | 348,443,855 | 347,348,749 |
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 | $380M | $823M | $571M | $504M | $495M | $835M | $588M | $610M | $240M | $338M | $292M | $186M | $102M | $237M | $339M | $413M | |
| Deferred Tax | $-3M | $81M | $12M | $5M | $67M | $-57M | $93M | $45M | $141M | $157M | $7M | $-77M | $6M | $149M | $176M | $44M | |
| Other Non-cash | · | $-189M | · | · | · | $-291M | · | · | · | $-727M | · | · | · | $-810M | · | · | |
| Operating Cash Flow | $1.09B | $1.32B | $916M | $1.10B | $1.06B | $1.04B | $642M | $556M | $671M | $291M | $477M | $522M | $578M | $69M | $712M | $847M | |
| CapEx | $1.01B | $1.01B | $983M | $1.13B | $1.04B | $1.01B | $1.19B | $1.07B | $1.07B | $1.15B | $1.21B | $1.09B | $1.06B | $977M | $1.09B | $804M | |
| Investing Cash Flow | $1.26B | $-1.15B | $-1.01B | $-1.19B | $-1.10B | $-999M | $-1.21B | $-392M | $-1.48B | $-1.45B | $-912M | $-1.56B | $-1.35B | $-1.05B | $-1.20B | $-1.13B | |
| Debt Issued | $902M | $1.50B | $902M | $312M | $527M | $1.20B | $102M | $550M | $2.50B | $1.35B | $858M | $979M | $1.81B | $1.55B | $0 | $695M | |
| Net Debt Issued | · | $1.25B | · | · | · | $901M | · | · | · | $1.35B | · | · | · | $1.15B | · | · | |
| Stock Issued | · | · | $-9.0K | $247M | $218M | $0 | $159M | $582M | $173M | $75M | $0 | $0 | $0 | $0 | $-50.0K | $71M | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $75M | · | · | · | · | · | · | |
| Dividends Paid | $290M | $290M | $277M | $276M | $271M | $270M | $256M | $254M | $246M | $245M | $230M | $230M | $230M | $229M | $216M | $216M | |
| Financing Cash Flow | $-790M | $-83M | $-23M | $19M | $284M | $32M | $495M | $-93M | $586M | $1.35B | $420M | $1.04B | $783M | $623M | $409M | $728M | |
| Net Change in Cash | $1.56B | $92M | $-120M | $-71M | $237M | $73M | $-75M | $70M | $-228M | $194M | $-14M | $3M | $15M | $-359M | $-81M | $446M | |
| Free Cash Flow | · | $315M | · | · | · | $33M | · | · | · | $-858M | · | · | · | $-908M | · | · |
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 | 18.6% | 23.9% | · | 21.4% | 23.4% | 22.5% | · | 20.0% | 23.8% | 25.4% | · | 19.0% | 21.3% | 19.8% | · | 17.3% | |
| Net Margin | 1.9% | 13.5% | · | 11.5% | 12.5% | 13.4% | · | -3.8% | 13.3% | 15.7% | · | 12.2% | 0.66% | 13.0% | · | 10.9% | |
| EBITDA Margin | 31.7% | 42.2% | · | 37.0% | 40.8% | 42.8% | · | 39.9% | 33.3% | 35.5% | · | 25.7% | 25.2% | 26.0% | · | 30.2% | |
| ROA | 0.09% | 0.97% | · | 0.61% | 0.59% | 0.94% | · | -0.20% | 0.60% | 0.94% | · | 0.63% | 0.03% | 0.95% | · | 0.71% | |
| ROE | 0.35% | 3.8% | · | 2.4% | 2.3% | 3.7% | · | -0.76% | 2.2% | 3.5% | · | 2.2% | 0.11% | 3.2% | · | 2.4% |
Liquidez y Solvencia
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.7 | · | 0.7 | 0.7 | 0.8 | · | 0.9 | 0.7 | 0.8 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | |
| Quick Ratio | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.2 | 0.3 | · | 0.2 | 0.2 | 0.3 | · | 0.4 | |
| Debt / Equity | 1.8 | 1.8 | · | 1.7 | 1.8 | 1.8 | · | 1.8 | 1.8 | 1.8 | · | 1.5 | 1.5 | 1.4 | · | 1.4 | |
| LT Debt / Equity | 1.6 | 1.6 | · | 1.7 | 1.7 | 1.7 | · | 1.7 | 1.7 | 1.7 | · | 1.4 | 1.4 | 1.3 | · | 1.3 | |
| Interest Coverage | · | · | · | · | · | · | · | 2.0 | 2.2 | 3.4 | · | 2.4 | 2.7 | 3.9 | · | 3.1 |
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 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.7 | 2.3 | · | 2.0 | 1.8 | 2.4 | · | 2.0 | 1.8 | 2.0 | · | 1.9 | 2.0 | 2.4 | · | 2.3 |
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 | $43.39 | $43.97 | · | $42.73 | $42.22 | $41.77 | · | $41.34 | $41.79 | $41.39 | · | $44.91 | $44.56 | $45.15 | · | $43.99 | |
| Revenue / Share | $7.70 | $11.96 | · | $8.65 | $7.69 | $11.20 | · | $8.51 | $7.17 | $9.49 | · | $7.98 | $7.52 | $10.86 | · | $9.25 | |
| Cash Flow / Share | · | $3.52 | · | · | · | $2.83 | · | · | · | $0.83 | · | · | · | $0.20 | · | · | |
| Cash / Share | $4.83 | $0.72 | · | $0.69 | $0.93 | $0.30 | · | $0.27 | $0.09 | $0.74 | · | $0.23 | $0.12 | $0.10 | · | $1.40 | |
| Dividend Paid / Share | $0.79 | $0.79 | · | $0.75 | $0.75 | $0.75 | · | $0.71 | $0.71 | $0.71 | · | $0.68 | $0.68 | $0.68 | · | $0.64 | |
| EPS (TTM) | $3.85 | $4.67 | · | $3.61 | $2.29 | $2.28 | · | $-1.57 | $-0.27 | $-1.18 | · | $3.35 | $3.38 | $4.18 | · | $4.01 |
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 | $14.00B | $13.93B | · | $13.15B | $12.99B | $12.69B | · | $11.62B | $11.35B | $11.45B | · | $12.25B | $12.67B | $12.61B | · | $11.74B | |
| Net Income TTM | $1.46B | $1.76B | · | $1.35B | $865M | $848M | · | $-542M | $-84M | $-404M | · | $1.17B | $1.18B | $1.46B | · | $1.40B | |
| Market Cap | $27.22B | $26.05B | · | $26.68B | $23.61B | $22.81B | · | $24.76B | $20.11B | $21.00B | · | $20.31B | $24.75B | $27.30B | · | $27.08B | |
| Enterprise Value | $54.51B | $55.28B | · | $54.42B | $51.43B | $50.30B | · | $52.08B | $47.24B | $46.54B | · | $44.39B | $48.54B | $49.44B | · | $48.04B | |
| P/E | 18.8 | 14.8 | · | 19.7 | 27.8 | 27.2 | · | -43.3 | -210.0 | -50.7 | · | 17.4 | 21.0 | 18.7 | · | 19.4 | |
| P/S | 1.9 | 1.9 | · | 2.0 | 1.8 | 1.8 | · | 2.1 | 1.8 | 1.8 | · | 1.7 | 2.0 | 2.2 | · | 2.3 | |
| P/B | 1.7 | 1.6 | · | 1.7 | 1.5 | 1.5 | · | 1.6 | 1.4 | 1.4 | · | 1.3 | 1.6 | 1.7 | · | 1.8 | |
| P / Tangible Book | 2.1 | 2.1 | · | 2.1 | 2.0 | 1.9 | · | 2.4 | 2.0 | 2.1 | · | 1.8 | 2.2 | 2.4 | · | 2.5 | |
| P / Cash Flow | · | 19.7 | · | · | · | 21.9 | · | · | · | 72.1 | · | · | · | 394.7 | · | · | |
| EV / Revenue | 3.9 | 4.0 | · | 4.1 | 4.0 | 4.0 | · | 4.5 | 4.2 | 4.1 | · | 3.6 | 3.8 | 3.9 | · | 4.1 | |
| Dividend Yield | 4.2% | 4.3% | · | 4.0% | 4.5% | 4.5% | · | 3.9% | 4.7% | 4.5% | · | 4.5% | 3.6% | 3.2% | · | 3.1% | |
| Earnings Yield | 5.3% | 6.7% | · | 5.1% | 3.6% | 3.7% | · | -2.3% | -0.48% | -2.0% | · | 5.8% | 4.8% | 5.3% | · | 5.1% | |
| Payout Ratio | · | 47.6% | · | · | · | 48.9% | · | · | · | 46.7% | · | · | · | 46.5% | · | · | |
| Annual Payout | $1.13B | $1.11B | · | $1.07B | $1.05B | $1.03B | · | $975M | $951M | $934M | · | $905M | $891M | $876M | · | $845M |
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 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $13.55B | $11.90B | $11.91B | $12.29B | $9.86B |
| Margen Operativo % | 22.1% | 20.2% | 20.1% | 17.9% | 20.2% |
| Beneficio neto | $1.70B | $819M | $-435M | $1.41B | $1.23B |
| EPS Diluido | $4.56 | $2.27 | $-1.26 | $4.05 | $3.54 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.7 | 1.8 | 1.7 | 1.4 | 1.2 |
| Ratio corriente | 0.7 | 0.8 | 0.7 | 0.6 | 0.6 |
| Ratio Rápido | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-45M | $-2.32B | $-2.69B | $-1.04B | $-1.21B |
Propietarios institucionales (13F) 1 175 declarantes · $26.3B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 141 (-13 vs trimestre anterior) | 80 (+4 vs trimestre anterior) | 465 (+25 vs trimestre anterior) | 320 (+20 vs trimestre anterior) | +6.7M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $3 198 996 292 | 47 512 198 | 12,15% | Acciones |
| BlackRock, Inc. | $3 086 412 609 | 42 706 691 | 11,73% | Acciones |
| STATE STREET CORP | $2 057 947 656 | 28 475 822 | 7,82% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 773 762 864 | 24 543 557 | 6,74% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 462 370 947 | 20 234 827 | 5,56% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $831 241 933 | 11 541 887 | 3,16% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $772 150 280 | 10 684 244 | 2,93% | Acciones |
| FMR LLC | $690 751 135 | 9 557 924 | 2,62% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $618 196 928 | 8 553 991 | 2,35% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $452 554 279 | 6 532 250 | 1,72% | Acciones |
| Invesco Ltd. | $437 734 104 | 6 056 927 | 1,66% | Acciones |
| MORGAN STANLEY | $436 383 240 | 6 038 233 | 1,66% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $425 631 256 | 5 889 452 | 1,62% | Acciones |
| Nuveen, LLC | $372 441 878 | 5 153 479 | 1,41% | Acciones |
| Legal & General Group Plc | $359 214 862 | 4 970 456 | 1,36% | Acciones |
| GOLDMAN SACHS GROUP INC | $330 410 863 | 4 571 895 | 1,26% | Acciones |
| DEUTSCHE BANK AG\ | $311 548 094 | 4 310 891 | 1,18% | Acciones |
| NORGES BANK | $307 660 256 | 4 257 095 | 1,17% | Acciones |
| HSBC HOLDINGS PLC | $272 104 584 | 3 759 955 | 1,03% | Acciones |
| NORTHERN TRUST CORP | $268 706 653 | 3 718 094 | 1,02% | Acciones |
| Magellan Asset Management Ltd | $248 396 688 | 3 437 065 | 0,94% | Acciones |
| Bank of New York Mellon Corp | $224 015 522 | 3 099 703 | 0,85% | Acciones |
| ROYAL BANK OF CANADA | $195 406 000 | 2 703 829 | 0,74% | Acciones |
| Zimmer Partners, LP | $194 529 231 | 2 691 701 | 0,74% | Acciones |
| ProShare Advisors LLC | $182 366 986 | 2 523 412 | 0,69% | Acciones |
| Amundi | $171 467 658 | 2 372 598 | 0,65% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $164 211 535 | 2 271 875 | 0,62% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $152 647 104 | 2 112 178 | 0,58% | Acciones |
| FIRST TRUST ADVISORS LP | $149 365 302 | 2 066 768 | 0,57% | Acciones |
| UBS Group AG | $146 219 699 | 2 023 242 | 0,56% | Acciones |
| FRANKLIN RESOURCES INC | $142 310 159 | 1 969 146 | 0,54% | Acciones |
| JPMORGAN CHASE & CO | $138 528 743 | 1 877 845 | 0,53% | Acciones |
| MACKENZIE FINANCIAL CORP | $110 418 081 | 1 527 855 | 0,42% | Acciones |
| WELLS FARGO & COMPANY/MN | $107 517 175 | 1 487 715 | 0,41% | Acciones |
| BANK OF AMERICA CORP /DE/ | $106 078 384 | 1 467 807 | 0,40% | Acciones |
| ONTARIO TEACHERS PENSION PLAN BOARD | $103 883 572 | 1 437 437 | 0,39% | Acciones |
| Allianz Asset Management GmbH | $94 106 164 | 1 302 147 | 0,36% | Acciones |
| Empower Advisory Group, LLC | $94 088 943 | 1 301 909 | 0,36% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $91 685 294 | 1 268 647 | 0,35% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $87 533 859 | 1 186 578 | 0,33% | Acciones |
| Bridgewater Associates, LP | $86 372 768 | 1 195 140 | 0,33% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $85 262 770 | 1 179 781 | 0,32% | Acciones |
| Robeco Institutional Asset Management B.V. | $83 077 473 | 1 149 543 | 0,32% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $79 227 505 | 1 096 271 | 0,30% | Acciones |
| Quantinno Capital Management LP | $77 619 546 | 1 074 021 | 0,29% | Acciones |
| Swiss National Bank | $76 608 585 | 1 060 033 | 0,29% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $70 994 362 | 982 349 | 0,27% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $70 128 351 | 970 366 | 0,27% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $65 712 798 | 909 268 | 0,25% | Acciones |
| Aberdeen Group plc | $63 038 158 | 872 259 | 0,24% | 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 |
|---|---|---|---|---|---|
| Mode 1 Communications, Inc. I.R.S. IDENTIFICATIN NO. OF ABOVE PERSONS (ENTITIES ONLY), NU Enterprises, Inc., Northeast Utilities | 24 de octubre de 2001 | · | 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 51 insiders · 24 directivos · 0 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joseph R Nolan JR | Chairman of the Bd, Pres & CEO | 6 de marzo de 2026 G | 76 240 | 0 | 0 | $0 |
| John M. Moreira | EVP, CFO and Treasurer | 19 de febrero de 2026 S | 43 269 | 0 | 1 | $-576 420 |
| Philip J Lembo | EVP & Chief Financial Officer | 2 de febrero de 2022 A | 88 067 | 0 | 0 | $0 |
| John H Forsgren | Vice Chairman, EVP & CFO | 10 de agosto de 2004 S | 80 598 | 0 | 0 | $0 |
| Lawrence E De Simone | President - Competitive Group | 27 de febrero de 2006 D | 33 512 | 0 | 0 | $0 |
| Paul Chodak III | EVP and COO | 27 de enero de 2026 A | 47 494 | 0 | 0 | $0 |
| Werner J Schweiger | Executive VP and COO | 22 de febrero de 2023 F | 215 785 | 0 | 0 | $0 |
| Penelope M Conner | EVP-Cust Exp & Energy Strategy | 25 de agosto de 2026 S | 7 556 | 0 | 3 | $-318 900 |
| Gregory B Butler | Executive VP & General Counsel | 4 de junio de 2026 S | 56 179 | 0 | 2 | $-854 560 |
| Jay S. Buth | VP, Controller, Chief Acct Off | 14 de mayo de 2026 I | 0 | 0 | 0 | $0 |
| Susan Sgroi | EVP, HR and IT | 12 de febrero de 2026 F | 15 775 | 0 | 0 | $0 |
| James W Hunt III | EVP-Corp Rel & Sustainability | 27 de enero de 2026 A | 40 888 | 0 | 1 | $-300 467 |
| Christine M Carmody | EVP - HR and IT | 22 de febrero de 2023 F | 43 022 | 0 | 0 | $0 |
| James J Judge | Exec Chairman of the Board | 2 de febrero de 2022 A | 163 368 | 0 | 0 | $0 |
| Leon J Olivier | EVP | 21 de febrero de 2020 F | 87 902 | 0 | 0 | $0 |
| David R Mchale | EVP and Chief Admin Off | 1 de marzo de 2016 S | 91 841 | 0 | 0 | $0 |
| Jean M Lavecchia | VP-Human Resources | 2 de abril de 2012 F | 29 921 | 0 | 0 | $0 |
| James B Robb | Sr VP-Enterprise Plan. & Dev. | 2 de abril de 2012 F | 47 873 | 0 | 0 | $0 |
| Shirley M Payne | VP-Accounting and Controller | 25 de febrero de 2009 F | 10 741 | 0 | 0 | $0 |
| Peter J. Clarke | VP - Shared Services | 25 de febrero de 2008 F | 11 263 | 0 | 0 | $0 |
| Cheryl W Grise | Executive Vice President | 14 de mayo de 2007 M | 95 887 | 0 | 0 | $0 |
| John P Stack | Vice President and Controller | 27 de febrero de 2006 D | 16 102 | 0 | 0 | $0 |
| David H Boguslawski | VP of elec. util. subsids. | 8 de noviembre de 2004 M | 7 990 | 0 | 0 | $0 |
| William W Schivley | Pres. (Interim) of comp. subs. | 25 de febrero de 2004 D | 26 833 | 0 | 0 | $0 |
| Robert W Mudge | · | 8 de mayo de 2026 P | 2 150 | 1 | 0 | $49 860 |
| Cotton M Cleveland | · | 24 de febrero de 2026 S | 79 364 | 0 | 1 | $-193 239 |
| John Y Kim | · | 23 de febrero de 2026 S | 0 | 0 | 3 | $-1 354 972 |
| Linda Dorcena Forry | · | 18 de febrero de 2026 S | 11 506 | 0 | 2 | $-188 562 |
| Frederica M Williams | · | 17 de febrero de 2026 S | 23 725 | 0 | 1 | $-189 239 |
| Loretta D. Keane | · | 16 de enero de 2026 A | 11 015 | 0 | 0 | $0 |
| Gregory M Jones | · | 16 de enero de 2026 A | 17 057 | 0 | 0 | $0 |
| David H. Long | · | 16 de enero de 2026 A | 19 313 | 0 | 0 | $0 |
| Daniel J Nova | · | 16 de enero de 2026 A | 10 323 | 0 | 0 | $0 |
| William C Van Faasen | · | 18 de enero de 2024 S | 19 619 | 0 | 0 | $0 |
| Kenneth R Leibler | · | 16 de enero de 2024 A | 51 966 | 0 | 0 | $0 |
| Francis A Doyle | · | 16 de enero de 2024 A | 39 059 | 0 | 0 | $0 |
| James S Distasio | · | 17 de enero de 2023 A | 29 329 | 0 | 0 | $0 |
| Sanford Cloud JR | · | 15 de enero de 2020 A | 51 368 | 0 | 0 | $0 |
| Dennis R Wraase | · | 15 de enero de 2019 A | 33 553 | 0 | 0 | $0 |
| Paul A Lacamera | · | 16 de enero de 2018 A | 15 269 | 0 | 0 | $0 |
| John S Clarkeson | · | 16 de enero de 2018 A | 32 257 | 0 | 0 | $0 |
| Charles K Gifford | · | 16 de enero de 2018 A | 22 921 | 0 | 0 | $0 |
| Thomas J May | · | 6 de marzo de 2017 S | 93 524 | 0 | 0 | $0 |
| Richard H Booth | · | 15 de enero de 2015 A | 50 398 | 0 | 0 | $0 |
| Charles W Shivery | · | 15 de enero de 2014 A | 543 956 | 0 | 0 | $0 |
| John F Swope | · | 3 de enero de 2012 A | 49 485 | 0 | 0 | $0 |
| Elizabeth T Kennan | · | 3 de enero de 2012 A | 42 205 | 0 | 0 | $0 |
| John G Graham | · | 3 de enero de 2012 A | 39 865 | 0 | 0 | $0 |
| Robert E Patricelli | · | 3 de enero de 2012 A | 55 774 | 0 | 0 | $0 |
| Gail E De Planque | · | 1 de abril de 2010 A | 31 663 | 0 | 0 | $0 |
| James F Cordes | · | 4 de enero de 2010 A | 32 806 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 143 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 |
|---|---|---|---|---|
| FXU · First Trust Exchange-Traded AlphaDE… | 4,20% | 487 463 NS | 31 de julio de 2026 | N-PORT |
| RSPU · Invesco Exchange-Traded Fund Trust | 3,16% | 231 835 SH | 1 de octubre de 2026 | Diario |
| ZAP · Global X Funds | 2,83% | 182 827 NS | 31 de julio de 2026 | N-PORT |
| PUI · Invesco Exchange-Traded Fund Trust | 2,56% | 19 026 SH | 1 de octubre de 2026 | Diario |
| RDIV · Invesco Exchange-Traded Fund Trust … | 2,46% | 535 952 SH | 1 de octubre de 2026 | Diario |
| BKGI · BNY Mellon ETF Trust | 2,37% | 432 613 NS | 31 de julio de 2026 | N-PORT |
| FDIV · EA Series Trust | 2,01% | 16 459 NS | 31 de julio de 2026 | N-PORT |
| PEY · Invesco Exchange-Traded Fund Trust | 1,92% | 321 691 SH | 1 de octubre de 2026 | Diario |
| SPHD · Invesco Exchange-Traded Fund Trust … | 1,82% | 896 912 SH | 1 de octubre de 2026 | Diario |
| FUTY · FIDELITY COVINGTON TRUST | 1,75% | 568 940 NS | 31 de julio de 2026 | N-PORT |
| VPU · VANGUARD WORLD FUND | 1,73% | 2 573 022 SH | 19 de agosto de 2026 | Diario |
| NUMV · Nushares ETF Trust | 1,70% | 105 068 NS | 31 de julio de 2026 | N-PORT |
| IDU · iShares Trust | 1,66% | 311 646 SH | 11 de septiembre de 2026 | Diario |
| CVAR · ETF Opportunities Trust | 1,52% | 9 130 NS | 31 de julio de 2026 | N-PORT |
| UTSL · Direxion Shares ETF Trust | 1,51% | 7 979 NS | 31 de julio de 2026 | N-PORT |
| KNG · First Trust Exchange-Traded Fund IV | 1,42% | 701 342 NS | 31 de julio de 2026 | N-PORT |
| DVY · iShares Trust | 1,31% | 4 470 318 SH | 11 de septiembre de 2026 | Diario |
| CZA · Invesco Exchange-Traded Fund Trust | 1,22% | 32 243 SH | 1 de octubre de 2026 | Diario |
| JXI · iShares Trust | 1,19% | 51 840 SH | 11 de septiembre de 2026 | Diario |
| GURU · Global X Funds | 1,15% | 9 801 NS | 31 de julio de 2026 | N-PORT |
| NUDV · Nushares ETF Trust | 1,14% | 7 975 NS | 31 de julio de 2026 | N-PORT |
| VRAI · ETFis Series Trust I | 1,08% | 2 815 NS | 31 de julio de 2026 | N-PORT |
| POWR · iShares, Inc. | 1,04% | 69 014 SH | 11 de septiembre de 2026 | Diario |
| FDVV · FIDELITY COVINGTON TRUST | 1,02% | 1 447 291 NS | 31 de julio de 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 1,02% | 20 740 SH | 1 de octubre de 2026 | Diario |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,85% | 166 347 NS | 31 de julio de 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0,76% | 232 928 NS | 31 de julio de 2026 | N-PORT |
| FBCV · FIDELITY COVINGTON TRUST | 0,69% | 16 962 NS | 31 de julio de 2026 | N-PORT |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,50% | 15 600 000 | 1 de octubre de 2026 | Diario |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,48% | 43 517 NS | 31 de julio de 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0,47% | 2 415 822 SH | 19 de agosto de 2026 | Diario |
| FFLV · FIDELITY COVINGTON TRUST | 0,46% | 1 051 NS | 31 de julio de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,45% | 97 487 NS | 31 de julio de 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,44% | 20 322 000 | 1 de octubre de 2026 | Diario |
| ESMV · iShares Trust | 0,44% | 490 SH | 11 de septiembre de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,43% | 10 048 NS | 31 de julio de 2026 | N-PORT |
| RPV · Invesco Exchange-Traded Fund Trust | 0,39% | 100 082 SH | 1 de octubre de 2026 | Diario |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,37% | 23 423 NS | 31 de julio de 2026 | N-PORT |
| IMCV · iShares Trust | 0,36% | 61 042 SH | 11 de septiembre de 2026 | Diario |
| NULC · Nushares ETF Trust | 0,35% | 3 491 NS | 31 de julio de 2026 | N-PORT |
| SUSA · iShares Trust | 0,34% | 199 607 SH | 11 de septiembre de 2026 | Diario |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,32% | 20 585 NS | 31 de julio de 2026 | N-PORT |
| EVUS · iShares Trust | 0,30% | 16 646 SH | 11 de septiembre de 2026 | Diario |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,30% | 10 539 000 | 1 de octubre de 2026 | Diario |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,30% | 8 760 000 | 30 de septiembre de 2026 | Diario |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,30% | 8 978 000 | 1 de octubre de 2026 | Diario |
| VO · VANGUARD INDEX FUNDS | 0,26% | 8 150 653 SH | 19 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,26% | 562 921 SH | 11 de septiembre de 2026 | Diario |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,22% | 293 000 | 1 de octubre de 2026 | Diario |
| FDRR · FIDELITY COVINGTON TRUST | 0,21% | 21 150 NS | 31 de julio de 2026 | N-PORT |
| STNC · Hennessy Funds Trust | 0,20% | 2 642 NS | 31 de julio de 2026 | N-PORT |
| FEUS · FlexShares Trust | 0,20% | 3 080 NS | 31 de julio de 2026 | N-PORT |
| VLUE · iShares Trust | 0,20% | 272 315 SH | 11 de septiembre de 2026 | Diario |
| EUSA · iShares, Inc. | 0,20% | 54 200 SH | 11 de septiembre de 2026 | Diario |
| SIZE · iShares Trust | 0,19% | 11 906 SH | 11 de septiembre de 2026 | Diario |
| IWR · iShares Trust | 0,19% | 1 542 335 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,19% | 23 539 SH | 1 de octubre de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 2 776 949 SH | 1 de octubre de 2026 | Diario |
| REVS · Columbia ETF Trust I | 0,19% | 8 725 NS | 31 de julio de 2026 | N-PORT |
| FVAL · FIDELITY COVINGTON TRUST | 0,19% | 34 465 NS | 31 de julio de 2026 | N-PORT |
| IMCB · iShares Trust | 0,18% | 44 042 SH | 11 de septiembre de 2026 | Diario |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 19 850 NS | 31 de julio de 2026 | N-PORT |
| ESGU · iShares Trust | 0,16% | 427 294 SH | 11 de septiembre de 2026 | Diario |
| XOEF · iShares Trust | 0,15% | 470 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,11% | 35 651 NS | 31 de julio de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,11% | 1 501 378 SH | 19 de agosto de 2026 | Diario |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,11% | 15 895 SH | 1 de octubre de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,10% | 83 524 NS | 31 de julio de 2026 | N-PORT |
| VTV · VANGUARD INDEX FUNDS | 0,10% | 3 572 942 SH | 19 de agosto de 2026 | Diario |
| JFLI · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 650 NS | 31 de julio de 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,09% | 86 535 SH | 19 de agosto de 2026 | Diario |
| PFM · Invesco Exchange-Traded Fund Trust | 0,09% | 10 712 SH | 30 de septiembre de 2026 | Diario |
| IVE · iShares Trust | 0,09% | 624 549 SH | 11 de septiembre de 2026 | Diario |
| CRBN · iShares Trust | 0,08% | 14 075 SH | 11 de septiembre de 2026 | Diario |
| IUSV · iShares Trust | 0,08% | 328 015 SH | 11 de septiembre de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,08% | 226 970 SH | 19 de agosto de 2026 | Diario |
| IQSU · New York Life Investments ETF Trust | 0,08% | 3 618 NS | 31 de julio de 2026 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 0,08% | 3 842 000 SH | 11 de septiembre de 2026 | Diario |
| ILCV · iShares Trust | 0,08% | 14 654 SH | 11 de septiembre de 2026 | Diario |
| SUSL · iShares Trust | 0,08% | 13 197 SH | 11 de septiembre de 2026 | Diario |
| DSI · iShares Trust | 0,07% | 57 847 SH | 11 de septiembre de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,07% | 110 536 SH | 1 de octubre de 2026 | Diario |
| IWD · iShares Trust | 0,07% | 837 970 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,07% | 31 034 NS | 31 de julio de 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,07% | 99 075 SH | 1 de octubre de 2026 | Diario |
| EGLE · Global X Funds | 0,06% | 19 NS | 31 de julio de 2026 | N-PORT |
| USCL · iShares Trust | 0,05% | 19 706 SH | 11 de septiembre de 2026 | Diario |
| TOPC · iShares Trust | 0,05% | 228 SH | 11 de septiembre de 2026 | Diario |
| XRMI · Global X Funds | 0,05% | 322 NS | 31 de julio de 2026 | N-PORT |
| XVV · iShares Trust | 0,04% | 4 332 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,04% | 76 658 NS | 31 de julio de 2026 | N-PORT |
| XCLR · Global X Funds | 0,04% | 22 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,04% | 292 633 NS | 31 de julio de 2026 | N-PORT |
| XYLD · Global X Funds | 0,04% | 19 312 NS | 31 de julio de 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,04% | 32 529 NS | 31 de julio de 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0,04% | 907 NS | 31 de julio de 2026 | N-PORT |
| XYLG · Global X Funds | 0,04% | 378 NS | 31 de julio de 2026 | N-PORT |
| CATH · Global X Funds | 0,04% | 7 648 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,04% | 121 799 NS | 31 de julio de 2026 | N-PORT |
| XTR · Global X Funds | 0,04% | 28 NS | 31 de julio de 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 51 739 NS | 31 de julio de 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,04% | 19 000 NS | 31 de julio de 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,04% | 6 347 NS | 31 de julio de 2026 | N-PORT |
| CHRI · Global X Funds | 0,04% | 46 NS | 31 de julio de 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,04% | 10 511 SH | 1 de octubre de 2026 | Diario |
| VOO · VANGUARD INDEX FUNDS | 0,04% | 9 770 407 SH | 19 de agosto de 2026 | Diario |
| VV · VANGUARD INDEX FUNDS | 0,04% | 439 248 SH | 19 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 11 941 344 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 61 997 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 31 611 SH | 19 de agosto de 2026 | Diario |
| TOV · EA Series Trust | 0,04% | 1 367 NS | 31 de julio de 2026 | N-PORT |
| IVV · iShares Trust | 0,04% | 4 745 223 SH | 11 de septiembre de 2026 | Diario |
| ILCB · iShares Trust | 0,04% | 7 258 SH | 11 de septiembre de 2026 | Diario |
| SPUU · Direxion Shares ETF Trust | 0,04% | 1 419 NS | 31 de julio de 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,04% | 9 056 NS | 31 de julio de 2026 | N-PORT |
| IWB · iShares Trust | 0,04% | 262 183 SH | 11 de septiembre de 2026 | Diario |
| PBP · Invesco Exchange-Traded Fund Trust | 0,04% | 2 241 SH | 1 de octubre de 2026 | Diario |
| TILT · FlexShares Trust | 0,04% | 11 218 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,04% | 15 974 SH | 11 de septiembre de 2026 | Diario |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,04% | 64 949 SH | 1 de octubre de 2026 | Diario |
| IWV · iShares Trust | 0,04% | 104 594 SH | 11 de septiembre de 2026 | Diario |
| DIVB · iShares Trust | 0,04% | 10 481 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,04% | 486 717 SH | 11 de septiembre de 2026 | Diario |
| HCMT · Direxion Shares ETF Trust | 0,03% | 2 614 NS | 31 de julio de 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0,03% | 29 399 NS | 31 de julio de 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0,03% | 299 SH | 1 de octubre de 2026 | Diario |
| TOK · iShares Trust | 0,03% | 978 SH | 11 de septiembre de 2026 | Diario |
| URTH · iShares, Inc. | 0,03% | 33 488 SH | 11 de septiembre de 2026 | Diario |
| ACWI · iShares Trust | 0,03% | 120 579 SH | 11 de septiembre de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 16 617 SH | 1 de octubre de 2026 | Diario |
| VOXP · Advisors Series Trust | 0,02% | 18 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 317 892 SH | 19 de agosto de 2026 | Diario |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de julio de 2026 | Diario |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de julio de 2026 | Diario |
| IFRA · iShares Trust | · | 459 072 SH | 10 de septiembre de 2026 | Diario |
ES Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
12 analistas · 2026-10-02Objetivo medio $73.25 +13,6%
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.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ES | $25.28B | 14.8 | 13.8% | 12.6% | 10.7% | · |
| ETR | · | 23.6 | 9.0% | 13.7% | 11.1% | · |
| EXC | $44.59B | 15.3 | 5.3% | 11.4% | 9.9% | · |
| PCG | $35.32B | 13.6 | 2.1% | 10.8% | 8.6% | · |
| FE | $25.87B | 25.4 | 12.0% | 6.8% | 8.2% | · |
| PPL | · | · | · | · | · | · |
| EIX | $23.09B | 5.2 | 9.8% | 23.1% | 26.9% | · |
| NRG | $30.32B | 39.7 | 9.2% | 2.8% | 43.5% | · |
| EVRG | · | 19.8 | 1.9% | 14.3% | 8.5% | · |
| LNT | $16.72B | 20.7 | 9.6% | 18.6% | 11.3% | · |
| PNW | · | 17.6 | 4.2% | 11.8% | 9.2% | · |
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