ESE ESCO Technologies Inc. Common Stock
ESE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
ESE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 2 de julio de 2026 | $0,0800 |
| 2 de abril de 2026 | $0,0800 |
| 2 de enero de 2026 | $0,0800 |
| 2 de octubre de 2025 | $0,0800 |
| 2 de julio de 2025 | $0,0800 |
| 2 de abril de 2025 | $0,0800 |
| 2 de enero de 2025 | $0,0800 |
| 2 de octubre de 2024 | $0,0800 |
| 3 de julio de 2024 | $0,0800 |
| 28 de marzo de 2024 | $0,0800 |
| 3 de enero de 2024 | $0,0800 |
| 2 de octubre de 2023 | $0,0800 |
| 3 de julio de 2023 | $0,0800 |
| 31 de marzo de 2023 | $0,0800 |
| 4 de enero de 2023 | $0,0800 |
| 3 de octubre de 2022 | $0,0800 |
| 1 de julio de 2022 | $0,0800 |
| 1 de abril de 2022 | $0,0800 |
| 3 de enero de 2022 | $0,0800 |
| 30 de septiembre de 2021 | $0,0800 |
ESE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 22,2%
- Compra 6 66,7%
- Mantener 1 11,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-17Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $2.20 | $2.14 | 0.06% |
| 31 de marzo de 2026 | $1.91 | $1.86 | 0.05% |
| 31 de diciembre de 2025 | $1.64 | $1.33 | 0.31% |
| 30 de septiembre de 2025 | $2.32 | $2.16 | 0.16% |
| 30 de junio de 2025 | $1.60 | $1.66 | -0.06% |
| 31 de marzo de 2025 | $1.35 | $1.26 | 0.09% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ESE | — | 18.3 | 19.2% | 27.3% | 21.5% | — |
| DCI | — | 23.6 | 2.9% | 9.9% | 24.5% | 34.8% |
| SPXC | $9.98B | 39.8 | 14.2% | 10.8% | 12.9% | — |
| FLS | — | 26.3 | — | — | 16.5% | — |
| TKR | — | 20.5 | 0.19% | 6.3% | 9.6% | — |
| NPO | $4.52B | 112.1 | 9.0% | 3.5% | 2.7% | 42.6% |
| GTES | $5.44B | 22.4 | 1.0% | 7.3% | 7.9% | 39.8% |
| JBTM | $7.83B | -153.7 | 121.3% | -1.3% | -1.1% | — |
| MIDD | — | -28.3 | 1.6% | -8.7% | -8.7% | 39.1% |
| CR | $10.62B | 29.5 | 8.2% | 15.9% | 19.8% | — |
| ESAB | $6.78B | 30.4 | 3.7% | 8.0% | 11.5% | 36.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.10B | $919M | $856M | $858M | $715M | $730M | $726M | $684M | $686M | $571M | $537M | $531M | |
| Cost of Revenue | $634M | $531M | $503M | $525M | $445M | $458M | $438M | $420M | $437M | $351M | $335M | $324M | |
| R&D Expense | $23M | $12M | $13M | $12M | $15M | $13M | $12M | $11M | $14M | $12M | $18M | $28M | |
| SG&A Expense | $235M | $208M | $203M | $195M | $168M | $159M | $163M | $153M | $148M | $131M | $130M | $135M | |
| Operating Expenses | $943M | $788M | $745M | $751M | $635M | $694M | $628M | $603M | $606M | $503M | $476M | $469M | |
| Operating Income | $170M | $146M | $119M | · | · | · | · | · | · | · | · | · | |
| Interest Expense | $18M | $15M | $9M | $5M | $2M | $7M | $8M | · | · | · | · | · | |
| Pretax Income | $153M | $131M | $110M | $106M | $81M | $36M | $98M | $81M | $80M | $68M | $62M | $62M | |
| Income Tax | $37M | $28M | $25M | $24M | $17M | $14M | $20M | $-5M | $26M | $23M | $20M | $20M | |
| Net Income | $299M | $102M | $93M | $82M | $63M | $99M | $81M | $92M | $54M | $46M | $43M | $410.0K | |
| EPS (Basic) | $11.59 | $3.95 | $3.59 | $3.17 | $2.44 | $3.82 | $3.12 | $3.56 | $2.08 | $1.78 | $1.63 | $0.01 | |
| EPS (Diluted) | $11.55 | $3.94 | $3.58 | $3.16 | $2.42 | $3.81 | $3.10 | $3.54 | $2.07 | $1.77 | $1.62 | $0.02 | |
| Shares (Basic) | 25,811,000 | 25,774,000 | 25,802,000 | 25,933,000 | 26,046,000 | 26,010,000 | 25,946,000 | 25,874,000 | 25,774,000 | 25,762,000 | 26,077 | 26,447,000 | |
| Shares (Diluted) | 25,910,000 | 25,872,000 | 25,879,000 | 26,067,000 | 26,225,000 | 26,135,000 | 26,097,000 | 26,058,000 | 25,995,000 | 25,968,000 | 26,265 | 26,644,000 | |
| EBITDA | $245M | $55M | $51M | $48M | $42M | $41M | $40M | $38M | $32M | $24M | $19M | $16M |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $101M | $66M | $42M | $98M | $56M | $53M | $62M | $30M | $46M | $54M | $39M | $35M | |
| Receivables | $254M | $222M | $189M | $165M | $146M | $144M | $159M | $164M | $161M | $121M | $103M | $105M | |
| Inventory | $218M | $195M | $184M | $162M | $147M | $135M | $125M | $135M | $125M | $106M | $100M | $94M | |
| Other Current Assets | $25M | $21M | $18M | $23M | $23M | $17M | $14M | $13M | $15M | $14M | $13M | $13M | |
| Current Assets | $689M | $669M | $581M | $573M | $466M | $443M | $495M | $396M | $393M | $323M | $298M | $296M | |
| PP&E (Net) | $172M | $149M | $155M | $156M | $154M | $140M | $128M | $135M | $133M | $92M | $77M | $76M | |
| PP&E (Gross) | $359M | $318M | $330M | $321M | $302M | $270M | $238M | $251M | $232M | $177M | $154M | $147M | |
| Accum. Depreciation | $187M | $169M | $175M | $165M | $148M | $131M | $110M | $116M | $100M | $84M | $77M | $71M | |
| Goodwill | $762M | $530M | $493M | $493M | $505M | $408M | $390M | $362M | $378M | $324M | $291M | $282M | |
| Intangibles | $724M | $404M | $392M | $394M | $409M | $347M | $382M | $345M | $351M | $232M | $191M | $182M | |
| Other Non-current Assets | $16M | $14M | $11M | $10M | $11M | $11M | $4M | $7M | $6M | $7M | $7M | $9M | |
| Total Assets | $2.41B | $1.84B | $1.68B | $1.65B | $1.58B | $1.37B | $1.47B | $1.27B | $1.26B | $978M | $864M | $846M | |
| Accounts Payable | $97M | $89M | $87M | $79M | $57M | $51M | $64M | $63M | $55M | $42M | $38M | $40M | |
| Short-term Debt | · | · | · | · | · | $2M | · | · | · | · | · | · | |
| Current Liabilities | $508M | $350M | $315M | $318M | $275M | $255M | $252M | $201M | $195M | $158M | $143M | $147M | |
| Capital Leases | $44M | $35M | $37M | $25M | $28M | $17M | $30M | $17M | $18M | · | · | · | |
| Deferred Tax | $112M | $73M | $76M | $82M | $74M | $61M | $61M | $65M | $81M | $63M | $55M | $53M | |
| Other Non-current Liabilities | $39M | $39M | $43M | $48M | $47M | $38M | $36M | $24M | $22M | $6M | $2M | $2M | |
| Total Liabilities | $870M | $601M | $552M | $606M | $558M | $411M | $640M | $506M | $589M | $363M | $280M | $266M | |
| Long-term Debt | $186M | $122M | $102M | $153M | $154M | $62M | $285M | $220M | $275M | $110M | $50M | $40M | |
| Total Debt | $186M | $122M | $102M | $153M | $154M | $62M | $286M | $220M | $275M | $110M | $50M | $40M | |
| Common Stock | $309.0K | $308.0K | $308.0K | $307.0K | $307.0K | $306.0K | $306.0K | $305.0K | $305.0K | $304.0K | $304.0K | $302.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | $286M | $285M | |
| Retained Earnings | $1.37B | $1.08B | $989M | $905M | $831M | $776M | $685M | $607M | $517M | $471M | $434M | $399M | |
| Treasury Stock | $147M | $147M | $139M | $127M | $107M | $107M | $107M | $107M | $108M | $108M | $104M | $86M | |
| AOCI | $-2M | $-11M | $-24M | $-32M | $-2M | $-4M | $-44M | $-32M | $-27M | $-39M | $-33M | $-19M | |
| Stockholders' Equity | $1.54B | $1.24B | $1.13B | $1.05B | $1.02B | $959M | $826M | $759M | $672M | $615M | $584M | $580M | |
| Liabilities + Equity | $2.41B | $1.84B | $1.68B | $1.65B | $1.58B | $1.37B | $1.47B | $1.27B | $1.26B | $978M | $864M | $846M |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $75M | $52M | $48M | $48M | $42M | $41M | $36M | $34M | $32M | $24M | $19M | $16M | |
| Stock-based Comp | $11M | $9M | $9M | $7M | $7M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Deferred Tax | $-11M | $-8M | $-5M | $9M | $-3M | $-3M | $61.0K | $-21M | $1M | $-3M | $1M | $-3M | |
| Amort. of Intangibles | $53M | $33M | $29M | $26M | $21M | $22M | $18M | $17M | $16M | $12M | $9M | $7M | |
| Other Non-cash | $-123M | $-59M | $-138M | $-23M | $29M | $-40M | $-31M | $-31M | $-43M | $4M | $-2M | $10M | |
| Operating Cash Flow | $242M | $128M | $77M | $135M | $123M | $82M | $105M | $93M | $67M | $74M | $66M | $43M | |
| CapEx | $36M | $28M | $20M | $32M | $27M | $32M | $24M | $15M | $30M | $14M | $12M | $13M | |
| Investing Cash Flow | $-256M | $-105M | $-52M | $-56M | $-202M | $141M | $-125M | $-42M | $-234M | $-105M | $-40M | $102M | |
| Debt Issued | $661M | $217M | $103M | $100M | $216M | $12M | $130M | $55M | $257M | $140M | $106M | $84M | |
| Net Debt Issued | $64M | $20M | $-51M | $-1M | $92M | $-223M | $66M | $-55M | $165M | $60M | $10M | $-132M | |
| Stock Repurchased | · | $8M | $12M | $20M | · | · | · | $0 | $0 | $4M | $18M | $12M | |
| Net Stock Activity | · | $-8M | $-12M | $-20M | · | · | · | $0 | $0 | $-4M | $-18M | $-12M | |
| Dividends Paid | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | |
| Financing Cash Flow | $50M | $-773.0K | $-78M | $-32M | $81M | $-236M | $50M | $-68M | $157M | $46M | $-17M | $-152M | |
| Net Change in Cash | $35M | $24M | $-56M | $41M | $4M | $-9M | $31M | $-15M | $-8M | $14M | $4M | $-8M | |
| Taxes Paid | · | · | · | · | · | · | · | · | $4M | $1M | $876.0K | · | |
| Free Cash Flow | $206M | $91M | $55M | $103M | $96M | $50M | $68M | $73M | $38M | $60M | $53M | $31M | |
| Levered FCF | $192M | $79M | $48M | $99M | $95M | · | · | · | · | · | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 15.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | 27.3% | 9.9% | 9.7% | 9.6% | 8.9% | 13.9% | -965.2% | 11.9% | 7.8% | 8.0% | 7.9% | 0.08% | |
| Pretax Margin | 14.0% | 12.7% | 12.4% | 12.4% | 11.3% | 5.4% | -1217.4% | 11.4% | 11.7% | 12.0% | 11.5% | 11.7% | |
| EBITDA Margin | 22.4% | 5.4% | 5.3% | 5.6% | 5.9% | 5.6% | -477.0% | 4.9% | 4.7% | 4.1% | 3.5% | 3.1% | |
| ROA | 14.1% | 5.8% | 5.5% | 5.1% | 4.3% | 7.2% | 5.9% | 7.3% | 4.8% | 5.0% | 5.0% | 0.04% | |
| ROE | 21.5% | 8.4% | 8.3% | 7.9% | 6.3% | 10.7% | 9.9% | 12.4% | 8.3% | 7.6% | 7.3% | 0.07% | |
| ROIC | 7.5% | · | · | · | · | · | · | · | · | · | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.9 | 1.8 | 1.8 | 1.7 | 1.7 | 2.0 | 2.0 | 2.0 | 2.0 | 2.1 | 2.0 | |
| Quick Ratio | 0.7 | 0.9 | 0.8 | 0.8 | 0.7 | 0.8 | 0.9 | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.3 | 0.3 | 0.4 | 0.2 | 0.1 | 0.1 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | 0.3 | 0.3 | 0.4 | 0.1 | 0.1 | 0.0 | |
| Interest Coverage | 9.7 | · | · | · | · | · | · | · | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.6 | 0.6 | 0.5 | 0.5 | 0.5 | -0.0 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | |
| Inventory Turnover | 3.1 | 3.2 | 3.4 | 3.4 | 3.2 | 3.5 | 3.8 | 3.8 | 3.8 | 3.4 | 3.5 | 3.5 | |
| Receivables Turnover | 4.6 | 4.8 | 5.3 | 5.5 | 4.9 | 4.8 | -0.0 | 4.8 | 4.9 | 5.1 | 5.2 | 5.4 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.2% | 7.4% | -0.20% | 19.9% | -2.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.5% | 8.7% | 5.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 193.2% | 10.1% | 13.3% | 30.6% | -36.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 54.0% | 17.6% | -2.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 24.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 193.7% | 10.1% | 12.4% | 29.6% | -36.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 53.8% | 17.1% | -2.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 24.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -0.15% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.10B | $919M | $856M | $858M | $715M | $730M | $726M | $684M | $686M | $571M | $537M | $531M | |
| Net Income TTM | $299M | $102M | $93M | $82M | $63M | $99M | $81M | $92M | $54M | $46M | $43M | $410.0K | |
| P/E | 18.3 | 32.7 | 29.2 | 23.2 | 31.8 | 21.1 | 25.7 | 19.2 | 29.0 | 26.2 | 22.2 | 1739.0 | |
| Earnings Yield | 5.5% | 3.0% | 3.4% | 4.3% | 3.1% | 4.7% | 3.9% | 5.2% | 3.5% | 3.8% | 4.5% | 0.06% | |
| Payout Ratio | 2.8% | 8.1% | 8.9% | 10.0% | 13.1% | 8.2% | 10.2% | 9.0% | 15.4% | 18.0% | 19.7% | 2066.3% | |
| Annual Payout | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M |
Estado de resultados 14
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $339M | $309M | $290M | $319M | $296M | $232M | $215M | $218M | $234M | $249M | $218M | $172M | $249M | $229M | $206M | $256M | |
| Cost of Revenue | $198M | $178M | $170M | $179M | $174M | $133M | $124M | $109M | $135M | $152M | $134M | $87M | $147M | $142M | $126M | $154M | |
| SG&A Expense | $71M | $63M | $61M | $59M | $62M | $54M | $55M | $48M | $51M | $55M | $54M | $43M | $55M | $54M | $51M | $53M | |
| Operating Expenses | $298M | $265M | $254M | $265M | $263M | $197M | $189M | $172M | $198M | $220M | $199M | $140M | $213M | $206M | $187M | $216M | |
| Operating Income | · | · | $38M | · | · | · | $28M | · | · | · | · | · | · | · | · | · | |
| Interest Expense | · | · | $3M | $5M | $8M | $2M | $2M | $6M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | |
| Pretax Income | $41M | $44M | $35M | $53M | $33M | $34M | $26M | $46M | $36M | $29M | $19M | $33M | $36M | $23M | $19M | $40M | |
| Income Tax | $8M | $10M | $7M | $13M | $8M | $8M | $5M | $10M | $8M | $6M | $4M | $7M | $8M | $5M | $4M | $9M | |
| Net Income | $33M | $35M | $29M | $219M | $26M | $31M | $23M | $34M | $29M | $23M | $15M | $32M | $28M | $18M | $15M | $31M | |
| EPS (Basic) | $1.26 | $1.34 | $1.11 | $8.47 | $1.01 | $1.20 | $0.91 | $1.32 | $1.14 | $0.90 | $0.59 | $1.25 | $1.08 | $0.69 | $0.57 | $1.19 | |
| EPS (Diluted) | $1.26 | $1.34 | $1.11 | $8.43 | $1.01 | $1.20 | $0.91 | $1.32 | $1.13 | $0.90 | $0.59 | $1.24 | $1.08 | $0.69 | $0.57 | $1.19 | |
| Shares (Basic) | 25,907,000 | 25,902,000 | 25,855,000 | -51,611,000 | 25,825,000 | 25,816,000 | 25,781,000 | -51,568,000 | 25,753,000 | 25,792,000 | 25,797,000 | -51,618,000 | 25,757,000 | 25,800,000 | 25,863,000 | -51,936,000 | |
| Shares (Diluted) | 25,980,000 | 25,938,000 | 25,882,000 | -51,719,000 | 25,918,000 | 25,877,000 | 25,834,000 | -51,661,000 | 25,840,000 | 25,847,000 | 25,846,000 | -51,786,000 | 25,827,000 | 25,895,000 | 25,943,000 | -52,070,000 | |
| EBITDA | $27M | $27M | $65M | · | · | · | $14M | · | · | · | $13M | · | · | · | $12M | · |
Balance general 26
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $73M | $92M | $104M | $101M | $79M | $57M | $71M | $66M | $63M | $59M | $51M | · | $56M | $48M | $52M | · | |
| Receivables | $267M | $257M | $245M | $254M | $238M | $218M | $203M | $222M | $214M | $188M | $194M | $189M | $192M | $181M | $160M | $165M | |
| Inventory | $241M | $237M | $227M | $218M | $237M | $231M | $219M | $195M | $219M | $211M | $203M | · | $192M | $186M | $182M | · | |
| Other Current Assets | $47M | $37M | $25M | $25M | $33M | $29M | $21M | $21M | $22M | $24M | $16M | · | $25M | $27M | $19M | · | |
| Current Assets | $756M | $727M | $690M | $689M | $755M | $661M | $646M | $669M | $653M | $622M | $603M | · | $594M | $570M | $535M | · | |
| PP&E (Net) | $175M | $171M | $172M | $172M | $167M | $172M | $168M | $149M | $165M | $162M | $159M | · | $155M | $154M | $156M | · | |
| PP&E (Gross) | · | · | · | $359M | · | · | · | $318M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $200M | $197M | $193M | $187M | $183M | $206M | $200M | $169M | $191M | $186M | $181M | · | $172M | $167M | $171M | · | |
| Goodwill | $760M | $761M | $767M | $762M | $761M | $536M | $532M | $530M | $535M | $536M | $538M | $493M | $506M | $505M | $498M | $493M | |
| Intangibles | $664M | $682M | $706M | $724M | $745M | $395M | $396M | $404M | $409M | $415M | $422M | · | $398M | $402M | $395M | · | |
| Other Non-current Assets | $17M | $16M | $17M | $16M | $17M | $14M | $14M | $14M | $11M | $12M | $12M | · | $10M | $10M | $10M | · | |
| Total Assets | $2.42B | $2.41B | $2.40B | $2.41B | $2.53B | $1.82B | $1.80B | $1.84B | $1.81B | $1.78B | $1.77B | · | $1.70B | $1.68B | $1.64B | · | |
| Accounts Payable | $117M | $107M | $92M | $97M | $86M | $81M | $76M | $89M | $83M | $82M | $78M | · | $77M | $80M | $74M | · | |
| Current Liabilities | $547M | $500M | $518M | $508M | $497M | $322M | $316M | $350M | $311M | $289M | $305M | · | $309M | $297M | $293M | · | |
| Capital Leases | $44M | $46M | $43M | $44M | $44M | $36M | $36M | $35M | $35M | $35M | $36M | · | $37M | $38M | $38M | · | |
| Deferred Tax | $115M | $115M | $116M | $112M | $115M | $73M | $76M | $73M | $78M | $81M | $84M | · | $79M | $81M | $81M | · | |
| Other Non-current Liabilities | $32M | $34M | $36M | $39M | $36M | $40M | $38M | $39M | $40M | $42M | $42M | · | $44M | $45M | $45M | · | |
| Total Liabilities | $803M | $820M | $838M | $870M | $1.20B | $538M | $558M | $601M | $617M | $618M | $618M | · | $596M | $602M | $570M | · | |
| Long-term Debt | $85M | $145M | $146M | $186M | $525M | $88M | $112M | $122M | $173M | $191M | $172M | · | $148M | $161M | $132M | · | |
| Total Debt | $85M | $145M | $145M | · | $525M | $88M | $112M | · | $153M | $191M | $172M | · | $148M | $161M | $132M | · | |
| Common Stock | $310.0K | $310.0K | $309.0K | $309.0K | $309.0K | $309.0K | $309.0K | $308.0K | $308.0K | $308.0K | $308.0K | · | $308.0K | $308.0K | $307.0K | · | |
| Retained Earnings | $1.46B | $1.43B | $1.40B | $1.37B | $1.16B | $1.13B | $1.10B | $1.08B | $1.05B | $1.02B | $1.00B | · | $959M | $933M | $918M | · | |
| Treasury Stock | $147M | $147M | $147M | $147M | $147M | $147M | $147M | $147M | $147M | $146M | $139M | · | $139M | $139M | $132M | · | |
| AOCI | $-15M | $-13M | $-2M | $-2M | $2M | $-21M | $-29M | $-11M | $-20M | $-19M | $-15M | · | $-19M | $-18M | $-20M | · | |
| Stockholders' Equity | $1.62B | $1.59B | $1.56B | $1.54B | $1.33B | $1.28B | $1.24B | $1.24B | $1.19B | $1.17B | $1.15B | $1.13B | $1.11B | $1.08B | $1.07B | $1.05B | |
| Liabilities + Equity | $2.42B | $2.41B | $2.40B | $2.41B | $2.53B | $1.82B | $1.80B | $1.84B | $1.81B | $1.78B | $1.77B | · | $1.70B | $1.68B | $1.64B | · |
Flujo de Efectivo 16
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $27M | $27M | $26M | $27M | $22M | $13M | $13M | $13M | $11M | $14M | $13M | $10M | $13M | $13M | $12M | $12M | |
| Stock-based Comp | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | |
| Deferred Tax | $-19.0K | $2M | $3M | $-5M | $-4M | $-4M | $2M | $-2M | $-3M | $-3M | $484.0K | $-2M | $-3M | $-103.0K | $-1M | $-74.0K | |
| Amort. of Intangibles | $20M | $20M | $20M | $21M | $17M | $8M | $8M | $8M | $8M | $9M | $8M | $8M | $7M | $7M | $7M | $7M | |
| Other Non-cash | · | · | $14M | · | · | · | $-14M | · | · | · | $-45M | · | · | · | $-74M | · | |
| Operating Cash Flow | $59M | $6M | $69M | $110M | $74M | $24M | $34M | $72M | $36M | $10M | $9M | $48M | $35M | $4M | $-9M | $94M | |
| CapEx | $11M | $7M | $6M | $12M | $9M | $10M | $5M | $9M | $3M | $8M | $8M | $3M | $7M | $6M | $5M | $6M | |
| Investing Cash Flow | $-14M | $-13M | $-13M | $254M | $-489M | $-13M | $-8M | $-15M | $-11M | $-11M | $-67M | $-9M | $-10M | $-27M | $-8M | $-5M | |
| Debt Issued | $20M | · | · | $16M | $579M | · | · | $24M | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | $0 | $809.0K | $5M | $2M | $0 | $184.0K | $8M | $2M | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | $-2M | · | · | · | $-4M | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $4M | $2M | |
| Financing Cash Flow | $-63M | $-3M | $-53M | $-341M | $435M | $-26M | $-18M | $-56M | $-21M | $10M | $67M | $-52M | $-15M | $19M | $-30M | $-50M | |
| Net Change in Cash | $-19M | $-12M | $2M | $23M | $21M | $-14M | $5M | $3M | $4M | $8M | $10M | $-14M | $8M | $-4M | $-46M | $37M | |
| Free Cash Flow | · | · | $63M | · | · | · | $29M | · | · | · | $898.0K | · | · | · | $-14M | · | |
| Levered FCF | · | · | $61M | · | · | · | $27M | · | · | · | $-1M | · | · | · | $-15M | · |
Rentabilidad 7
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | 13.2% | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | 9.7% | 11.2% | 9.9% | · | 8.8% | 11.7% | 9.5% | · | 11.2% | 9.3% | 7.0% | · | 11.2% | 7.8% | 7.2% | · | |
| Pretax Margin | 12.1% | 14.2% | 12.2% | · | 11.2% | 15.2% | 12.1% | · | 14.2% | 11.7% | 8.9% | · | 14.3% | 10.2% | 9.2% | · | |
| EBITDA Margin | 7.9% | 8.7% | 22.4% | · | · | · | 5.6% | · | · | · | 6.2% | · | · | · | 6.0% | · | |
| ROA | 1.3% | 1.7% | 1.4% | · | 1.2% | 1.7% | 1.3% | · | 1.7% | 1.3% | 0.89% | · | 1.7% | 1.1% | 0.91% | · | |
| ROE | 2.2% | 2.4% | 2.1% | · | 2.1% | 2.5% | 2.0% | · | 2.5% | 2.1% | 1.4% | · | 2.6% | 1.7% | 1.4% | · | |
| ROIC | · | · | 1.8% | · | · | · | · | · | · | · | · | · | · | · | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.5 | 1.3 | · | 1.5 | 2.1 | 2.0 | · | 2.1 | 2.2 | 2.0 | · | 1.9 | 1.9 | 1.8 | · | |
| Quick Ratio | 0.6 | 0.7 | 0.7 | · | 0.6 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.8 | · | 0.8 | 0.8 | 0.7 | · | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.4 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | |
| LT Debt / Equity | 0.0 | 0.1 | 0.1 | · | 0.4 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | |
| Interest Coverage | · | · | 13.3 | · | · | · | · | · | · | · | · | · | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 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 | · | |
| Inventory Turnover | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | |
| Receivables Turnover | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.3 | 1.4 | 1.2 | · | 1.4 | 1.4 | 1.4 | · |
Valoración (TTM) 5
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.23B | $1.13B | $1.07B | · | $1.01B | $963M | $916M | · | $950M | $945M | $902M | · | $902M | $859M | $807M | · | |
| Net Income TTM | $122M | $121M | $109M | · | $110M | $107M | $91M | · | $96M | $84M | $76M | · | $84M | $72M | $66M | · | |
| P/E | 74.2 | 60.4 | 46.2 | · | 45.1 | 38.4 | 37.7 | · | 28.4 | 32.8 | 39.9 | · | 32.1 | 34.2 | 34.5 | · | |
| Earnings Yield | 1.4% | 1.7% | 2.2% | · | 2.2% | 2.6% | 2.6% | · | 3.5% | 3.0% | 2.5% | · | 3.1% | 2.9% | 2.9% | · | |
| Payout Ratio | · | · | 7.2% | · | · | · | 8.8% | · | · | · | · | · | · | · | 14.0% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-09-30 | 2023-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $1.10B | — | — | $919M | $856M |
| Margen Operativo % | 15.6% | — | — | — | — |
| Beneficio neto | $299M | — | — | $102M | $93M |
| EPS Diluido | $11.55 | — | — | $3.94 | $3.58 |
Balance general
| 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-09-30 | 2023-09-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | — | — | 0.1 | 0.1 |
| Ratio corriente | 1.4 | — | — | 1.9 | 1.8 |
| Ratio Rápido | 0.7 | — | — | 0.9 | 0.8 |
Flujo de Efectivo
| 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-09-30 | 2023-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $206M | — | — | $91M | $55M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 488 declarantes · $5.4B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 75 (-25 vs trimestre anterior) | 47 (+7 vs trimestre anterior) | 129 (-6 vs trimestre anterior) | 170 (+32 vs trimestre anterior) | +3.3M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $555 682 549 | 1 587 483 | 10,28% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $408 892 225 | 1 168 130 | 7,56% | Acciones |
| STATE STREET CORP | $381 076 647 | 1 088 666 | 7,05% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $230 492 846 | 658 350 | 4,26% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $197 526 174 | 564 296 | 3,65% | Acciones |
| Capital World Investors | $166 237 846 | 474 911 | 3,07% | Acciones |
| Conestoga Capital Advisors, LLC | $156 494 844 | 447 077 | 2,89% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $120 364 233 | 343 856 | 2,23% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $117 203 848 | 334 828 | 2,17% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $115 915 746 | 331 150 | 2,14% | Acciones |
| Hood River Capital Management LLC | $115 617 162 | 330 297 | 2,14% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $109 343 528 | 312 374 | 2,02% | Acciones |
| NORGES BANK | $109 055 312 | 311 551 | 2,02% | Acciones |
| FMR LLC | $105 748 488 | 302 104 | 1,96% | Acciones |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $105 537 060 | 301 500 | 1,95% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $104 981 196 | 299 912 | 1,94% | Acciones |
| Driehaus Capital Management LLC | $100 809 770 | 287 995 | 1,86% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $95 832 934 | 340 594 | 1,77% | Acciones |
| ROYCE & ASSOCIATES LP | $91 767 887 | 262 164 | 1,70% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $89 079 000 | 254 481 | 1,65% | Acciones |
| WASATCH ADVISORS LP | $81 106 028 | 288 254 | 1,50% | Acciones |
| LOOMIS SAYLES & CO L P | $74 753 842 | 213 558 | 1,38% | Acciones |
| Capital International Investors | $71 922 719 | 205 470 | 1,33% | Acciones |
| AMERIPRISE FINANCIAL INC | $70 153 268 | 200 415 | 1,30% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $65 171 847 | 186 184 | 1,21% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $63 288 282 | 180 803 | 1,17% | Acciones |
| EMERALD ADVISERS, LLC | $62 936 492 | 179 798 | 1,16% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $52 459 095 | 149 866 | 0,97% | Acciones |
| Select Equity Group, L.P. | $47 970 882 | 137 044 | 0,89% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $40 764 608 | 116 457 | 0,75% | Acciones |
| Rockefeller Capital Management L.P. | $38 011 703 | 108 592 | 0,70% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $37 184 537 | 106 229 | 0,69% | Acciones |
| Tributary Capital Management, LLC | $36 349 684 | 103 844 | 0,67% | Acciones |
| Public Sector Pension Investment Board | $31 160 211 | 89 019 | 0,58% | Acciones |
| OP Asset Management Ltd | $31 081 452 | 88 794 | 0,57% | Acciones |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29 027 417 | 82 926 | 0,54% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $26 848 768 | 76 702 | 0,50% | Acciones |
| GHP Investment Advisors, Inc. | $26 360 676 | 93 687 | 0,49% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $24 304 677 | 69 434 | 0,45% | Acciones |
| PRUDENTIAL FINANCIAL INC | $24 109 005 | 68 875 | 0,45% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $24 021 878 | 68 626 | 0,44% | Acciones |
| AMERICAN CAPITAL MANAGEMENT INC | $22 861 812 | 65 312 | 0,42% | Acciones |
| DF DENT & CO INC | $22 054 358 | 63 005 | 0,41% | Acciones |
| COMMERCE BANK | $21 944 358 | 62 691 | 0,41% | Acciones |
| RHUMBLINE ADVISERS | $21 859 623 | 62 449 | 0,40% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $21 564 214 | 61 605 | 0,40% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $21 032 885 | 60 087 | 0,39% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $20 907 189 | 59 728 | 0,39% | Acciones |
| GOLDMAN SACHS GROUP INC | $20 331 023 | 58 082 | 0,38% | Acciones |
| Advent International, L.P. | $19 637 244 | 56 100 | 0,36% | Acciones |
| FIFTH THIRD BANCORP | $18 960 757 | 54 167 | 0,35% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $18 572 072 | 53 057 | 0,34% | Acciones |
| Swiss National Bank | $18 188 078 | 51 960 | 0,34% | Acciones |
| Nuveen, LLC | $17 855 890 | 51 011 | 0,33% | Acciones |
| FIRST TRUST ADVISORS LP | $17 371 435 | 49 627 | 0,32% | Acciones |
| Nuveen Asset Management, LLC | $17 255 757 | 129 538 | 0,32% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $15 460 567 | 44 168 | 0,29% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $15 047 170 | 42 987 | 0,28% | Acciones |
| Legal & General Group Plc | $13 906 389 | 39 728 | 0,26% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $13 029 889 | 37 224 | 0,24% | Acciones |
| BlackRock, Inc. | $12 362 713 | 35 318 | 0,23% | Acciones |
| Emerald Investment Advisers, LLC | $12 282 554 | 35 089 | 0,23% | Acciones |
| AXIOM INVESTORS LLC /DE | $11 484 812 | 32 810 | 0,21% | Acciones |
| CASTLEARK MANAGEMENT LLC | $11 051 463 | 31 572 | 0,20% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $10 803 985 | 30 865 | 0,20% | Acciones |
| BANK OF AMERICA CORP /DE/ | $10 653 117 | 30 434 | 0,20% | Acciones |
| PEAK6 LLC | $10 501 200 | 30 000 | 0,19% | Opción de compra |
| Toroso Investments, LLC | $10 438 734 | 53 447 | 0,19% | Acciones |
| GLOBEFLEX CAPITAL L P | $10 322 330 | 29 489 | 0,19% | Acciones |
| Pier Capital, LLC | $10 141 009 | 28 971 | 0,19% | Acciones |
| ALGERT GLOBAL LLC | $10 066 100 | 28 757 | 0,19% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $9 870 079 | 28 197 | 0,18% | Acciones |
| MARSHALL WACE, LLP | $9 867 977 | 28 191 | 0,18% | Acciones |
| CREDIT AGRICOLE S A | $8 680 992 | 24 800 | 0,16% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $8 546 927 | 24 417 | 0,16% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $8 536 425 | 24 387 | 0,16% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8 493 998 | 30 188 | 0,16% | Acciones |
| JENNISON ASSOCIATES LLC | $8 427 214 | 24 075 | 0,16% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $8 277 746 | 23 648 | 0,15% | Acciones |
| PINNBROOK CAPITAL MANAGEMENT LP | $8 036 918 | 22 960 | 0,15% | Acciones |
| CONGRUENCE CAPITAL, LLC | $7 935 407 | 22 670 | 0,15% | Acciones |
| MONETA GROUP INVESTMENT ADVISORS LLC | $7 715 232 | 22 041 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $7 602 169 | 21 718 | 0,14% | Acciones |
| Hillsdale Investment Management Inc. | $7 151 317 | 20 430 | 0,13% | Acciones |
| VAN ECK ASSOCIATES CORP | $7 062 407 | 20 176 | 0,13% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $6 882 136 | 19 661 | 0,13% | Acciones |
| TD Asset Management Inc | $6 808 978 | 19 452 | 0,13% | Acciones |
| CITIGROUP INC | $6 447 387 | 18 419 | 0,12% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $6 403 282 | 18 293 | 0,12% | Acciones |
| AXA Investment Managers S.A. | $6 086 301 | 28 830 | 0,11% | Acciones |
| MetLife Investment Management, LLC | $5 395 167 | 15 413 | 0,10% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $5 394 467 | 15 411 | 0,10% | Acciones |
| CIM, LLC | $4 950 616 | 14 143 | 0,09% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $4 837 553 | 13 820 | 0,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4 831 602 | 13 803 | 0,09% | Acciones |
| Future Fund LLC | $4 698 587 | 13 423 | 0,09% | Acciones |
| Illinois Municipal Retirement Fund | $4 582 374 | 13 091 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4 272 938 | 12 207 | 0,08% | Acciones |
| LPL Financial LLC | $4 203 180 | 12 008 | 0,08% | Acciones |
| JANE STREET GROUP, LLC | $4 200 480 | 12 000 | 0,08% | Opción de compra |
Informantes de la empresa 21 insiders · 5 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Bryan H Sayler | CEO & President | 14 de noviembre de 2023 A | 34 272 | 0 | 0 | $0 |
| Christopher L Tucker | Sr. Vice President & CFO | 14 de noviembre de 2023 A | 20 616 | 0 | 0 | $0 |
| Gary E Muenster | Executive Vice President & CFO | 30 de abril de 2018 A | 230 343 | 0 | 0 | $0 |
| David M Schatz | Sr. VP, Sec'y & Gen. Counsel | 14 de noviembre de 2023 A | 25 172 | 0 | 0 | $0 |
| Alyson S Barclay | Sr VP, Secretary & Gen Coun | 30 de abril de 2018 A | 103 864 | 0 | 0 | $0 |
| Janice L. Hess | Consejero | 17 de julio de 2026 A | — | 0 | 0 | $0 |
| Penelope M Conner | Consejero | 17 de julio de 2026 A | — | 0 | 0 | $0 |
| Gloria L Valdez | Consejero | 17 de julio de 2026 A | 1 810 | 0 | 0 | $0 |
| Patrick M Dewar | Consejero | 17 de julio de 2026 A | — | 0 | 0 | $0 |
| David A Campbell | Consejero | 17 de julio de 2026 A | — | 0 | 0 | $0 |
| Robert J Phillippy | Consejero | 17 de julio de 2026 A | 7 868 | 0 | 7 | $-823 370 |
| Vinod M Khilnani | Consejero | 17 de julio de 2026 A | 21 817 | 0 | 5 | $-702 365 |
| Leon J Olivier | Consejero | 8 de febrero de 2024 A | 900 | 0 | 0 | $0 |
| James M Stolze | Consejero | 6 de febrero de 2024 D | 26 346 | 0 | 0 | $0 |
| Larry W Solley | Consejero | 15 de febrero de 2018 S | 24 750 | 0 | 0 | $0 |
| Donald C Trauscht | Consejero | 3 de octubre de 2016 A | 44 800 | 0 | 0 | $0 |
| James D Woods | Consejero | 1 de octubre de 2014 A | 33 416 | 0 | 0 | $0 |
| James M Mcconnell | Consejero | 2 de enero de 2013 A | 19 440 | 0 | 0 | $0 |
| William S Antle III | Consejero | 30 de noviembre de 2007 M | 38 692 | 0 | 0 | $0 |
| Victor L Richey JR | — | 3 de julio de 2023 F | 309 560 | 0 | 0 | $0 |
| Charles J Kretschmer | — | 8 de agosto de 1988 O | 133 720 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 80 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 |
|---|---|---|---|---|
| XSMO · Invesco Exchange-Traded Fund Trust | 2,82% | 286 573 SH | 8 de agosto de 2026 | Diario |
| PSCI · Invesco Exchange-Traded Fund Trust … | 2,36% | 15 137 SH | 8 de agosto de 2026 | Diario |
| RSMC · Tidal Trust III | 2,33% | 54 180 NS | 30 de abril de 2026 | N-PORT |
| SAWS · ETF Series Solutions | 2,06% | 448 NS | 30 de abril de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 1,95% | 1 364 NS | 30 de abril de 2026 | N-PORT |
| PRN · Invesco Exchange-Traded Fund Trust | 1,61% | 23 186 SH | 8 de agosto de 2026 | Diario |
| PBW · Invesco Exchange-Traded Fund Trust | 1,49% | 22 245 SH | 8 de agosto de 2026 | Diario |
| GSC · Goldman Sachs ETF Trust | 1,42% | 12 316 NS | 31 de mayo de 2026 | N-PORT |
| FFND · Northern Lights Fund Trust II | 1,01% | 3 544 NS | 31 de mayo de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,99% | 30 836 SH | 8 de agosto de 2026 | Diario |
| IJT · iShares Trust | 0,95% | 240 489 SH | 8 de agosto de 2026 | Diario |
| RZG · Invesco Exchange-Traded Fund Trust | 0,94% | 4 249 SH | 8 de agosto de 2026 | Diario |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,76% | 12 185 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,55% | 28 385 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,54% | 240 564 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,53% | 3 067 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,49% | 90 565 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,47% | 3 967 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,46% | 1 579 825 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,41% | 9 314 NS | 30 de abril de 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,40% | 720 NS | 31 de mayo de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,39% | 16 167 NS | 30 de abril de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,38% | 5 562 SH | 8 de agosto de 2026 | Diario |
| MADE · iShares Trust | 0,38% | 738 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,37% | 932 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,33% | 309 NS | 31 de mayo de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,28% | 152 536 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,27% | 670 740 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,26% | 7 970 SH | 8 de agosto de 2026 | Diario |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,26% | 1 416 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,26% | 11 233 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,25% | 1 865 NS | 31 de mayo de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,25% | 343 224 SH | 8 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,23% | 3 350 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,19% | 1 224 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,19% | 6 366 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,18% | 13 283 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,18% | 76 009 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,17% | 14 748 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,16% | 15 414 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,16% | 124 499 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,15% | 1 370 SH | 8 de agosto de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,13% | 7 423 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,13% | 1 139 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,12% | 31 427 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,12% | 7 664 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,11% | 957 NS | 31 de mayo de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,11% | 594 192 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,10% | 297 268 SH | 8 de agosto de 2026 | Diario |
| RILA · Spinnaker ETF Series | 0,10% | 124 NS | 30 de abril de 2026 | N-PORT |