ESS Essex Property Trust, Inc. Common Stock
$288,84
Precio · Ago 21, 2026
Fundamentales a fecha de Jul 30, 2026
Rango 52S
$238–$303
78% of range
Calificación del Analista
HOLD
31 analysts
Precio Objetivo
$304
+5% upside
P/E (TTM)
27.8
ROE
12.7%
Margen de Beneficio Neto
37.2%
Acerca de Essex Property Trust, Inc. Common Stock Descripción general de la empresa de Wikipedia
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
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Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
As of December 31, 2023, the company owned interests in 252 apartment complexes, aggregating 61,997 apartment units, and 3 commercial office buildings, comprising 283,000 square feet.
It is the 11th largest owner of apartments in the United States and the 26th largest apartment property manager in the United States.
## History
The company was founded in 1971 by billionaire George M. Marcus, who also founded Marcus & Millichap that same year.
On June 13, 1994, the company became a public company via an initial public offering.
In April 2014, the company acquired BRE Properties for $4.3 billion.
In 2024, it acquired ownership interests in a joint venture owning 4 properties for $505 million.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
ESS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$288.84
Capitalización Bursátil
$18.61B
P/E (TTM)
27.8
BPA (TTM)
$10.40
Ingresos (TTM)
$1.89B
Rendimiento div.
—
ROE
12.7%
Deuda/Capital
—
Rango 52S
$238 – $303
ESS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$1.89B
2016-12-31
→
2025-12-31
BPA
$10.40
2016-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
37.2%
2024-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
ESS
Mediana de Pares
P/E (TTM)
27.8
35.8
P/S (TTM) (P/V (TTM))
9.9
7.4
P/B (P/C)
3.4
2.6
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
ESS
Mediana de Pares
Gross Margin (Margen Bruto)
69.9%
62.3%
Operating Margin (Margen Operativo)
47.6%
—
Net Profit Margin (Margen de Beneficio Neto)
37.2%
24.7%
ROA
5.4%
4.2%
ROE
12.7%
8.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
ESS
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
ESS
Mediana de Pares
Revenue YoY (Ingresos interanuales)
6.4%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
5.5%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
4.8%
—
EPS YoY (EPS interanual)
-9.9%
—
Net Income YoY (Beneficio Neto interanual)
-13.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
ESS
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 30 de junio de 2026 | $2,5900 |
| 31 de marzo de 2026 | $2,5900 |
| 2 de enero de 2026 | $2,5700 |
| 30 de septiembre de 2025 | $2,5700 |
| 30 de junio de 2025 | $2,5700 |
| 31 de marzo de 2025 | $2,5700 |
| 2 de enero de 2025 | $2,4500 |
| 30 de septiembre de 2024 | $2,4500 |
| 28 de junio de 2024 | $2,4500 |
| 27 de marzo de 2024 | $2,4500 |
| 29 de diciembre de 2023 | $2,3100 |
| 28 de septiembre de 2023 | $2,3100 |
| 29 de junio de 2023 | $2,3100 |
| 30 de marzo de 2023 | $2,3100 |
| 30 de diciembre de 2022 | $2,2000 |
| 29 de septiembre de 2022 | $2,2000 |
| 29 de junio de 2022 | $2,2000 |
| 30 de marzo de 2022 | $2,2000 |
| 31 de diciembre de 2021 | $2,0900 |
| 29 de septiembre de 2021 | $2,0900 |
ESS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
31 analistas
- Compra fuerte 2 6,5%
- Compra 11 35,5%
- Mantener 15 48,4%
- Venta 2 6,5%
- Venta fuerte 1 3,2%
Precio objetivo a 12 meses
25 analistas · 2026-08-20
Mediana
$303.00
Ahora
$288.84
Mín
$239.00
Máx
$352.00
Objetivo mediano
$303.00
+4,9%
Objetivo medio
$304.15
+5,3%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.71%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.97 | $1.48 | -0.51% |
| 31 de marzo de 2026 | $1.65 | $1.41 | 0.24% |
| 31 de diciembre de 2025 | $1.25 | $1.49 | -0.24% |
| 30 de septiembre de 2025 | $2.56 | $1.48 | 1.1% |
| 30 de junio de 2025 | $3.44 | $1.50 | 1.9% |
| 31 de marzo de 2025 | $3.16 | $1.42 | 1.7% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ESS | $16.86B | 25.2 | 6.4% | 37.2% | 12.7% | 69.9% |
| MAA | $16.24B | 36.7 | 0.83% | 20.2% | 7.7% | — |
| CPT | $11.48B | 31.1 | 81.7% | 2964.9% | 8.5% | — |
| UDR | $12.04B | 32.5 | 2.4% | 22.1% | 11.2% | — |
| IRT | $4.15B | 72.8 | 2.8% | 8.6% | 1.6% | — |
| CSR | $1.12B | 65.4 | 4.9% | 6.2% | 2.3% | — |
| NXRT | $763M | -23.9 | -3.2% | -12.8% | -9.1% | — |
| AVB | $25.40B | 24.5 | 4.4% | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.89B | $1.77B | $1.67B | $1.61B | $1.44B | $1.50B | $1.46B | $1.40B | $1.36B | $1.29B | $1.19B | $971M | |
| Gross Profit | $1.32B | $1.24B | $1.17B | $1.13B | · | · | · | · | · | · | · | · | |
| SG&A Expense | $72M | $99M | $63M | $57M | $52M | $65M | $54M | $53M | $41M | $41M | $40M | $41M | |
| Operating Expenses | $1.29B | $1.25B | $1.14B | $1.11B | $1.05B | $1.07B | $976M | $950M | $917M | $873M | $863M | $769M | |
| Operating Income | $899M | $703M | $584M | $595M | $530M | $491M | $481M | $512M | $473M | $421M | $331M | $202M | |
| Interest Expense | · | · | $213M | $205M | $203M | $221M | $217M | $220M | $223M | $220M | $205M | $165M | |
| Net Income | $703M | $811M | $431M | $433M | $516M | $599M | $464M | $414M | $458M | $415M | $232M | $122M | |
| EPS (Basic) | $10.40 | $11.55 | $6.32 | $6.27 | $7.51 | $8.69 | $6.67 | $5.91 | $6.58 | $6.28 | $3.50 | $2.07 | |
| EPS (Diluted) | $10.40 | $11.54 | $6.32 | $6.27 | $7.51 | $8.69 | $6.66 | $5.90 | $6.57 | $6.27 | $3.49 | $2.06 | |
| Shares (Basic) | 64,379,418 | 64,228,356 | 64,252,232 | 65,079,764 | 65,051,465 | 65,454,057 | 65,840,422 | 66,041,058 | 65,829,155 | 65,471,540 | 64,871,717 | 56,546,959 | |
| Shares (Diluted) | 64,399,459 | 64,251,234 | 64,253,385 | 65,098,186 | 65,088,874 | 65,564,982 | 65,939,455 | 66,085,089 | 65,898,255 | 65,587,816 | 65,061,685 | 56,696,525 | |
| EBITDA | $899M | $703M | $584M | $595M | $530M | $491M | $481M | $450M | $447M | $421M | $331M | $202M |
Balance general 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $76M | $67M | $392M | $33M | $48M | $74M | $70M | $134M | $45M | $65M | $30M | $26M | |
| Intangibles | $8M | $8M | $6M | $7M | $9M | $5M | $1M | $100.0K | $400.0K | $1M | $3M | $48M | |
| Total Assets | $13.16B | $12.93B | $12.36B | $12.37B | $13.00B | $12.94B | $12.71B | $12.38B | $12.50B | $12.22B | $12.01B | $11.53B | |
| Total Liabilities | $7.42B | $7.18B | $6.74B | $6.45B | $6.79B | $6.72B | $6.26B | $5.95B | $6.06B | $5.88B | $5.63B | $5.37B | |
| Long-term Debt | · | · | · | · | $639M | $644M | $991M | $1.81B | $2.01B | $2.19B | $2.22B | $2.23B | |
| Common Stock | $6.0K | $6.0K | $6.0K | $6.0K | $7.0K | $6.0K | $7.0K | $7.0K | $7.0K | $6.0K | $6.0K | $6.0K | |
| Paid-in Capital | $6.68B | $6.67B | $6.66B | $6.75B | $6.92B | $6.88B | $7.12B | $7.09B | $7.13B | $7.03B | $7.00B | $6.65B | |
| AOCI | $6M | $25M | $34M | $46M | $-6M | $-15M | $-14M | $-13M | $-18M | $-32M | $-42M | $-51M | |
| Stockholders' Equity | $5.54B | $5.54B | $5.42B | $5.72B | $5.99B | $6.00B | $6.22B | $6.27B | $6.28B | $6.19B | $6.24B | $6.02B | |
| Liabilities + Equity | $13.16B | $12.93B | $12.36B | $12.37B | $13.00B | $12.94B | $12.71B | $12.38B | $12.50B | $12.22B | $12.01B | $11.53B | |
| Shares Outstanding | 64,442,290 | 64,280,466 | 64,203,497 | 64,604,603 | 65,248,393 | 64,999,015 | 66,091,954 | 65,890,322 | 66,054,399 | 65,527,993 | 65,379,359 | 63,682,646 |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $608M | $580M | $548M | $539M | $520M | $525M | $484M | $480M | $469M | $442M | · | · | |
| Stock-based Comp | $10M | $7M | $8M | $7M | $7M | $8M | $7M | $7M | $9M | $10M | $6M | $9M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $-19M | $-15M | |
| Operating Cash Flow | $1.07B | $1.07B | $980M | $976M | $905M | $803M | $919M | $827M | $770M | $717M | $618M | $493M | |
| Investing Cash Flow | $-552M | $-973M | $-145M | $146M | $-397M | $-417M | $-528M | $-60M | $-568M | $-413M | $-726M | $-1.15B | |
| Debt Issued | $1.15B | $555M | $598M | $0 | $746M | $1.45B | $1.05B | $299M | $598M | $669M | $642M | $2.09B | |
| Net Debt Issued | $340M | $152M | $296M | $-65M | $-308M | $537M | $19M | $68M | $37M | $247M | $149M | $279M | |
| Stock Issued | $-391.0K | $-296.0K | $-347.0K | $-314.0K | $-455.0K | $-296.0K | $73M | $-919.0K | $89M | $-384.0K | $332M | $531M | |
| Stock Repurchased | $0 | $0 | $96M | $190M | $9M | $269M | $57M | $51M | $0 | $1M | $0 | $0 | |
| Net Stock Activity | $-391.0K | $-296.0K | $-96M | $-190M | $-10M | $-270M | $16M | $-52M | $89M | $-1M | $332M | $533M | |
| Financing Cash Flow | $-512M | $-420M | $-477M | $-1.14B | $-533M | $-383M | $-462M | $-676M | $-311M | $-256M | $107M | $521M | |
| Net Change in Cash | $10M | $-324M | $358M | $-16M | $-25M | $3M | $-70M | $90M | $-20M | $35M | $4M | $7M |
Rentabilidad 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 69.9% | 70.1% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 47.6% | 39.6% | 35.0% | 37.0% | 36.8% | 32.9% | 33.0% | 32.1% | 32.7% | 32.5% | 27.7% | 20.8% | |
| Net Margin | 37.2% | 45.7% | 25.8% | 27.0% | 35.8% | 40.1% | 31.8% | 27.9% | 31.8% | 32.1% | 19.4% | 12.6% | |
| EBITDA Margin | 47.6% | 39.6% | 35.0% | 37.0% | 36.8% | 32.9% | 33.0% | 32.1% | 32.7% | 32.5% | 27.7% | 20.8% | |
| ROA | 5.4% | 6.4% | 3.5% | 3.4% | 4.0% | 4.7% | 3.7% | 3.1% | 3.5% | 3.4% | 2.0% | 1.5% | |
| ROE | 12.7% | 14.8% | 7.7% | 7.4% | 8.6% | 9.8% | 7.4% | 6.2% | 7.0% | 6.7% | 3.8% | 3.1% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | 2.7 | 2.9 | 2.6 | 2.2 | 2.2 | 2.0 | 2.0 | 1.9 | 1.6 | 1.2 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.4% | 6.3% | 3.9% | 11.5% | -3.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.5% | 7.2% | 3.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -9.9% | 82.6% | 0.80% | -16.5% | -13.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.4% | 15.4% | -10.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -13.4% | 88.4% | -0.53% | -16.0% | -14.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.5% | 16.3% | -10.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 3.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.89B | $1.77B | $1.67B | $1.61B | $1.44B | $1.50B | $1.46B | $1.40B | $1.36B | $1.29B | $1.19B | $971M | |
| Net Income TTM | $703M | $811M | $431M | $433M | $516M | $599M | $464M | $414M | $458M | $415M | $232M | $122M | |
| Market Cap | $16.86B | $18.35B | $15.92B | $13.69B | $22.98B | $15.43B | $19.82B | $16.16B | $15.94B | $15.24B | $15.65B | $7.73B | |
| P/E | 25.2 | 24.7 | 39.2 | 33.8 | 46.9 | 27.3 | 45.2 | 41.6 | 36.7 | 37.1 | 68.6 | 100.3 | |
| P/S | 8.9 | 10.3 | 9.5 | 8.5 | 16.0 | 10.3 | 13.6 | 11.5 | 11.7 | 11.8 | 13.1 | 8.0 | |
| P/B | 3.0 | 3.3 | 2.9 | 2.4 | 3.8 | 2.6 | 3.2 | 2.6 | 2.5 | 2.5 | 2.5 | 1.3 | |
| P / Tangible Book | 3.0 | 3.3 | 2.9 | 2.4 | 3.8 | 2.6 | · | · | · | · | · | · | |
| P / Cash Flow | 15.7 | 17.2 | 16.2 | 14.0 | 25.4 | 19.2 | 21.6 | 19.5 | 20.8 | 21.4 | 25.4 | 15.7 | |
| Earnings Yield | 4.0% | 4.0% | 2.5% | 3.0% | 2.1% | 3.7% | 2.2% | 2.4% | 2.7% | 2.7% | 1.5% | 1.0% |
Estado de resultados 12
| 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 | $489M | $485M | $480M | $473M | $470M | $465M | $454M | $451M | $442M | $427M | $422M | $419M | $416M | $412M | $415M | $410M | |
| Gross Profit | $346M | $341M | $336M | $328M | $332M | $323M | $318M | $313M | $313M | $298M | · | · | · | · | · | · | |
| SG&A Expense | $73M | $20M | $20M | $18M | $17M | $16M | $32M | $29M | $21M | $17M | $20M | $15M | $14M | $15M | $16M | $15M | |
| Operating Expenses | $382M | $330M | $327M | $325M | $316M | $319M | $326M | $322M | $305M | $295M | $291M | $287M | $281M | $284M | $281M | $281M | |
| Operating Income | $109M | $155M | $152M | $210M | $280M | $257M | $304M | $129M | $137M | $132M | $130M | $132M | $135M | $187M | $228M | $129M | |
| Interest Expense | · | · | · | · | · | · | · | · | $59M | $56M | · | $54M | $53M | $51M | · | $52M | |
| Net Income | $67M | $112M | $86M | $173M | $232M | $213M | $302M | $125M | $99M | $285M | $70M | $93M | $106M | $162M | $194M | $99M | |
| EPS (Basic) | $0.97 | $1.65 | $1.24 | $2.56 | $3.44 | $3.16 | $4.01 | $1.84 | $1.45 | $4.25 | $1.03 | $1.36 | $1.55 | $2.38 | $2.85 | $1.43 | |
| EPS (Diluted) | $0.97 | $1.65 | $1.24 | $2.56 | $3.44 | $3.16 | $4.00 | $1.84 | $1.45 | $4.25 | $1.03 | $1.36 | $1.55 | $2.38 | $2.85 | $1.43 | |
| Shares (Basic) | 64,265,835 | 64,454,912 | -128,725,477 | 64,404,008 | 64,385,988 | 64,314,899 | -128,414,270 | 64,227,662 | 64,209,878 | 64,205,086 | -128,573,038 | 64,184,180 | 64,182,555 | 64,458,535 | -130,518,206 | 65,059,678 | |
| Shares (Diluted) | 64,279,012 | 64,461,621 | -128,776,293 | 64,418,240 | 64,407,613 | 64,349,899 | -128,459,882 | 64,271,459 | 64,227,651 | 64,212,006 | -128,575,999 | 64,186,020 | 64,183,675 | 64,459,689 | -130,598,585 | 65,067,790 | |
| EBITDA | $109M | $155M | · | $210M | $280M | $257M | · | $129M | $137M | $132M | · | $132M | $135M | $187M | · | $129M |
Balance general 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $58M | $38M | $76M | $66M | $59M | $99M | $67M | $71M | $55M | $499M | $392M | $392M | $61M | $68M | $33M | $43M | |
| Intangibles | · | · | $8M | · | · | · | $8M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $12.90B | $13.10B | $13.16B | $13.15B | $13.18B | $13.19B | $12.93B | $12.65B | $12.51B | $12.89B | · | $12.50B | $12.25B | $12.28B | · | $12.62B | |
| Total Liabilities | $7.39B | $7.47B | $7.42B | $7.32B | $7.34B | $7.41B | $7.18B | $6.99B | $6.82B | $7.13B | · | $6.76B | $6.45B | $6.45B | · | $6.71B | |
| Long-term Debt | $6.39B | $6.84B | · | $6.45B | $6.43B | $6.82B | · | $6.39B | $6.19B | $6.59B | · | $6.24B | $5.94B | $5.94B | · | $5.99B | |
| Common Stock | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | · | $6.0K | $6.0K | $6.0K | · | $6.0K | |
| Paid-in Capital | $6.63B | $6.64B | $6.68B | $6.69B | $6.69B | $6.67B | $6.67B | $6.67B | $6.66B | $6.66B | · | $6.66B | $6.66B | $6.66B | · | $6.78B | |
| AOCI | $9M | $6M | $6M | $8M | $12M | $16M | $25M | $18M | $39M | $41M | · | $55M | $51M | $37M | · | $51M | |
| Stockholders' Equity | $5.32B | $5.44B | $5.54B | $5.63B | $5.64B | $5.57B | $5.54B | $5.43B | $5.48B | $5.55B | · | $5.53B | $5.59B | $5.62B | · | $5.70B | |
| Liabilities + Equity | $12.90B | $13.10B | $13.16B | $13.15B | $13.18B | $13.19B | $12.93B | $12.65B | $12.51B | $12.89B | · | $12.50B | $12.25B | $12.28B | · | $12.62B | |
| Shares Outstanding | 64,268,177 | 64,309,677 | 64,442,290 | 64,404,022 | 64,403,865 | 64,358,097 | 64,280,466 | 64,267,485 | 64,210,493 | 64,209,059 | · | 64,184,604 | 64,183,304 | 64,181,614 | · | 64,753,312 |
Flujo de Efectivo 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $154M | $155M | $153M | $151M | $152M | $151M | $148M | $146M | $146M | $140M | $138M | $137M | $137M | $136M | $136M | $136M | |
| Stock-based Comp | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $617.0K | $2M | |
| Operating Cash Flow | $254M | $287M | $234M | $343M | $216M | $282M | $218M | $316M | $219M | $315M | $204M | $288M | $211M | $277M | $167M | $299M | |
| Investing Cash Flow | $63M | $-105M | $-179M | $-54M | $-53M | $-267M | $-129M | $-221M | $-225M | $-397M | $-43M | $-68M | $-90M | $55M | $215M | $-171M | |
| Debt Issued | $0 | $0 | $397M | $203M | $150M | $398M | $0 | $206M | $0 | $349M | $0 | $298M | $300M | $0 | $0 | $0 | |
| Net Debt Issued | · | $-270.0K | · | · | · | $328M | · | · | · | $348M | · | · | · | $-206.0K | · | · | |
| Stock Issued | · | · | $-111.0K | $-179.0K | $-101.0K | $0 | $284.0K | $-467.0K | $-105.0K | $-8.0K | $-116.0K | $-106.0K | $-53.0K | $-72.0K | $0 | $-107.0K | |
| Stock Repurchased | $12M | $50M | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $96M | $32M | $97M | |
| Net Stock Activity | $-12M | $-50M | · | · | · | $0 | · | · | · | $-8.0K | · | · | · | $-96M | · | · | |
| Financing Cash Flow | $-298M | $-220M | $-45M | $-282M | $-203M | $18M | $-93M | $-79M | $-438M | $190M | $-161M | $111M | $-130M | $-298M | $-393M | $-123M | |
| Net Change in Cash | $19M | $-38M | $10M | $7M | $-40M | $32M | $-4M | $16M | $-444M | $108M | $-163.0K | $331M | $-8M | $34M | $-11M | $5M |
Rentabilidad 6
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.7% | 70.4% | · | 69.2% | 70.7% | 69.6% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 22.4% | 32.0% | · | 44.5% | 59.5% | 55.3% | · | 28.6% | 31.1% | 31.0% | · | 31.4% | 32.4% | 45.4% | · | 31.4% | |
| Net Margin | 13.7% | 23.2% | · | 36.5% | 49.3% | 45.8% | · | 27.8% | 22.4% | 66.8% | · | 22.2% | 25.4% | 39.2% | · | 24.1% | |
| EBITDA Margin | 22.4% | 32.0% | · | 44.5% | 59.5% | 55.3% | · | 28.6% | 31.1% | 31.0% | · | 31.4% | 32.4% | 45.4% | · | 31.4% | |
| ROA | 0.51% | 0.85% | · | 1.3% | 1.8% | 1.6% | · | 1.0% | 0.80% | 2.3% | · | 0.74% | 0.85% | 1.3% | · | 0.78% | |
| ROE | 1.2% | 2.0% | · | 3.1% | 4.2% | 3.8% | · | 2.3% | 1.8% | 5.1% | · | 1.7% | 1.8% | 2.8% | · | 1.7% |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 2.3 | 2.4 | · | 2.4 | 2.6 | 3.7 | · | 2.5 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.92B | $1.89B | · | $1.86B | $1.83B | $1.78B | · | $1.74B | $1.70B | $1.67B | · | $1.66B | $1.64B | $1.60B | · | $1.55B | |
| Net Income TTM | $583M | $729M | · | $743M | $669M | $722M | · | $603M | $583M | $645M | · | $459M | $428M | $400M | · | $364M | |
| Market Cap | $18.74B | $15.56B | · | $17.24B | $18.25B | $19.73B | · | $18.99B | $17.48B | $15.72B | · | $13.61B | $15.04B | $13.42B | · | $15.69B | |
| P/E | 33.8 | 22.4 | · | 24.3 | 28.7 | 28.7 | · | 33.2 | 31.6 | 25.7 | · | 31.6 | 37.6 | 36.1 | · | 46.2 | |
| P/S | 9.8 | 8.2 | · | 9.3 | 10.0 | 11.1 | · | 10.9 | 10.3 | 9.4 | · | 8.2 | 9.2 | 8.4 | · | 10.1 | |
| P/B | 3.5 | 2.9 | · | 3.1 | 3.2 | 3.5 | · | 3.5 | 3.2 | 2.8 | · | 2.5 | 2.7 | 2.4 | · | 2.8 | |
| P / Tangible Book | 3.5 | 2.9 | · | 3.1 | 3.2 | 3.5 | · | 3.5 | 3.2 | 2.8 | · | 2.5 | 2.7 | 2.4 | · | 2.8 | |
| P / Cash Flow | · | 54.2 | · | · | · | 70.1 | · | · | · | 49.9 | · | · | · | 48.5 | · | · | |
| Earnings Yield | 3.0% | 4.5% | · | 4.1% | 3.5% | 3.5% | · | 3.0% | 3.2% | 3.9% | · | 3.2% | 2.7% | 2.8% | · | 2.2% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.89B | $1.77B | $1.67B | $1.61B | $1.44B |
| Margen Bruto % | 69.9% | 70.1% | — | — | — |
| Margen Operativo % | 47.6% | 39.6% | 35.0% | 37.0% | 36.8% |
| Beneficio neto | $703M | $811M | $431M | $433M | $516M |
| EPS Diluido | $10.40 | $11.54 | $6.32 | $6.27 | $7.51 |
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Propietarios institucionales (13F) 671 declarantes · $12.4B 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.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 72 (-8 vs trimestre anterior) | 45 (-21 vs trimestre anterior) | 247 (+34 vs trimestre anterior) | 190 (-26 vs trimestre anterior) | +2.2M |
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 | $2 517 980 212 | 9 622 364 | 20,38% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 600 975 187 | 5 490 501 | 12,96% | Acciones |
| STATE STREET CORP | $1 532 930 163 | 5 211 810 | 12,41% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 225 520 404 | 4 202 889 | 9,92% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $504 820 884 | 1 738 101 | 4,09% | Acciones |
| NORGES BANK | $468 801 490 | 1 607 742 | 3,79% | Acciones |
| Resolution Capital Ltd | $299 661 211 | 1 027 680 | 2,43% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $272 816 272 | 935 616 | 2,21% | Acciones |
| ProShare Advisors LLC | $188 940 697 | 647 967 | 1,53% | Acciones |
| Quantinno Capital Management LP | $154 336 685 | 529 293 | 1,25% | Acciones |
| RUSH ISLAND MANAGEMENT, LP | $127 867 464 | 438 518 | 1,03% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $121 413 702 | 416 385 | 0,98% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $105 231 332 | 360 888 | 0,85% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $95 085 534 | 326 092 | 0,77% | Acciones |
| GOLDMAN SACHS GROUP INC | $81 052 106 | 277 966 | 0,66% | Acciones |
| NOMURA ASSET MANAGEMENT CO LTD | $79 966 808 | 274 244 | 0,65% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $77 360 577 | 265 306 | 0,63% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $71 109 762 | 243 869 | 0,58% | Acciones |
| State of Tennessee, Department of Treasury | $67 804 006 | 232 532 | 0,55% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $65 992 357 | 226 319 | 0,53% | Acciones |
| AEW CAPITAL MANAGEMENT L P | $63 010 266 | 216 092 | 0,51% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $62 972 943 | 215 964 | 0,51% | Acciones |
| Heitman Real Estate Securities LLC | $62 320 364 | 213 726 | 0,50% | Acciones |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $57 904 817 | 198 583 | 0,47% | Acciones |
| Legal & General Group Plc | $56 674 892 | 194 365 | 0,46% | Acciones |
| Swiss National Bank | $53 020 393 | 181 832 | 0,43% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $50 472 627 | 173 157 | 0,41% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $50 430 199 | 172 949 | 0,41% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $48 812 425 | 167 703 | 0,40% | Acciones |
| APG Asset Management US Inc. | $47 163 860 | 159 780 | 0,38% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $46 247 691 | 157 659 | 0,37% | Acciones |
| JPMORGAN CHASE & CO | $40 667 292 | 137 422 | 0,33% | Acciones |
| Vanguard Global Advisers, LLC | $40 349 641 | 138 378 | 0,33% | Acciones |
| BlackRock, Inc. | $38 759 309 | 132 924 | 0,31% | Acciones |
| RHUMBLINE ADVISERS | $37 632 500 | 129 060 | 0,30% | Acciones |
| California Public Employees Retirement System | $37 491 184 | 128 575 | 0,30% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $36 256 000 | 124 339 | 0,29% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $36 089 803 | 123 769 | 0,29% | Acciones |
| Nuveen, LLC | $36 067 933 | 123 694 | 0,29% | Acciones |
| FIRST TRUST ADVISORS LP | $35 944 966 | 123 272 | 0,29% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $33 775 038 | 129 070 | 0,27% | Acciones |
| MACKENZIE FINANCIAL CORP | $32 222 153 | 110 505 | 0,26% | Acciones |
| FMR LLC | $30 071 450 | 103 129 | 0,24% | Acciones |
| Investure, LLC | $29 398 395 | 100 821 | 0,24% | Acciones |
| Pacific Heights Asset Management LLC | $29 159 000 | 100 000 | 0,24% | Acciones |
| Asset Management One Co., Ltd. | $28 399 910 | 117 355 | 0,23% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $27 119 620 | 93 006 | 0,22% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $26 953 900 | 92 438 | 0,22% | Acciones |
| Capital World Investors | $26 234 935 | 89 972 | 0,21% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $24 712 836 | 84 752 | 0,20% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $22 366 608 | 92 424 | 0,18% | Acciones |
| Solel Partners LP | $22 364 953 | 76 700 | 0,18% | Acciones |
| BARCLAYS PLC | $22 178 627 | 76 061 | 0,18% | Acciones |
| Vanguard Investments Australia, Ltd. | $21 861 960 | 74 975 | 0,18% | Acciones |
| BANK OF AMERICA CORP /DE/ | $21 702 461 | 74 428 | 0,18% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $20 961 896 | 50 687 | 0,17% | Acciones |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $20 550 680 | 70 478 | 0,17% | Acciones |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $20 427 337 | 70 055 | 0,17% | Acciones |
| Allianz Asset Management GmbH | $19 890 520 | 68 214 | 0,16% | Acciones |
| Adelante Capital Management LLC | $19 826 023 | 67 992 | 0,16% | Acciones |
| Corient Private Wealth LP | $19 449 453 | 66 698 | 0,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $18 917 382 | 78 171 | 0,15% | Acciones |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $18 062 542 | 61 945 | 0,15% | Acciones |
| Nuveen Asset Management, LLC | $17 449 518 | 61 132 | 0,14% | Acciones |
| American Assets Investment Management, LLC | $17 349 605 | 59 500 | 0,14% | Acciones |
| MACQUARIE GROUP LTD | $17 207 892 | 59 014 | 0,14% | Acciones |
| Robeco Institutional Asset Management B.V. | $16 855 942 | 57 807 | 0,14% | Acciones |
| Alyeska Investment Group, L.P. | $16 844 863 | 57 769 | 0,14% | Acciones |
| APG Asset Management N.V. | $16 616 014 | 65 150 | 0,13% | Acciones |
| AMERIPRISE FINANCIAL INC | $15 685 829 | 53 720 | 0,13% | Acciones |
| AVIVA PLC | $15 562 158 | 53 370 | 0,13% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15 552 244 | 53 336 | 0,13% | Acciones |
| Gotham Asset Management, LLC | $15 494 801 | 53 139 | 0,13% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $15 454 956 | 53 002 | 0,13% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $14 606 326 | 50 092 | 0,12% | Acciones |
| Retirement Systems of Alabama | $14 415 626 | 49 438 | 0,12% | Acciones |
| Uniplan Investment Counsel, Inc. | $14 145 201 | 48 510 | 0,11% | Acciones |
| Apollo Management Holdings, L.P. | $14 013 815 | 48 060 | 0,11% | Acciones |
| EARNEST PARTNERS LLC | $13 581 679 | 46 578 | 0,11% | Acciones |
| Resona Asset Management Co.,Ltd. | $13 571 062 | 45 976 | 0,11% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $13 290 672 | 45 580 | 0,11% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $12 857 953 | 44 096 | 0,10% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $12 620 890 | 43 283 | 0,10% | Acciones |
| MIZUHO MARKETS AMERICAS LLC | $11 664 475 | 40 003 | 0,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11 450 739 | 39 270 | 0,09% | Acciones |
| JANE STREET GROUP, LLC | $11 313 692 | 38 800 | 0,09% | Opción de compra |
| WESTWOOD HOLDINGS GROUP INC | $11 134 656 | 38 186 | 0,09% | Acciones |
| Cresset Asset Management, LLC | $10 983 557 | 37 336 | 0,09% | Acciones |
| Daiwa Securities Group Inc. | $10 797 869 | 37 031 | 0,09% | Acciones |
| Caisse de depot et placement du Quebec | $10 774 251 | 36 950 | 0,09% | Acciones |
| Meiji Yasuda Asset Management Co Ltd. | $10 668 112 | 36 586 | 0,09% | Acciones |
| State of New Jersey Common Pension Fund D | $10 533 397 | 36 124 | 0,09% | Acciones |
| Sophron Capital Management L.P. | $10 530 481 | 36 114 | 0,09% | Acciones |
| JANE STREET GROUP, LLC | $10 468 081 | 35 900 | 0,08% | Opción de venta |
| STATE OF WISCONSIN INVESTMENT BOARD | $10 221 979 | 35 056 | 0,08% | Acciones |
| NATIONAL BANK OF CANADA /FI/ | $9 988 124 | 34 254 | 0,08% | Acciones |
| YOUSIF CAPITAL MANAGEMENT, LLC | $9 709 132 | 33 297 | 0,08% | Acciones |
| Lighthouse Investment Partners, LLC | $9 674 665 | 33 179 | 0,08% | Acciones |
| Vert Asset Management LLC | $9 535 285 | 32 701 | 0,08% | Acciones |
| NATIXIS | $9 430 895 | 32 343 | 0,08% | Acciones |
Informantes de la empresa 37 insiders · 13 directivos · 19 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Angela L. Kleiman | President and CEO | 4 de marzo de 2025 M | 13 662 | 0 | 0 | $0 |
| Barbara Pak | Executive Vice President & CFO | 3 de marzo de 2025 M | 8 654 | 0 | 0 | $0 |
| Michael T Dance | Executive Vice President & CFO | 11 de agosto de 2015 S | 4 812 | 0 | 0 | $0 |
| John F. Burkart | Sr. EVP & COO | 10 de marzo de 2020 C | 2 257 | 0 | 0 | $0 |
| Anne Morrison | EVP, CAO & General Counsel | 3 de marzo de 2025 M | 3 389 | 0 | 0 | $0 |
| Brennan Mcgreevy | GVP and CAO | 18 de febrero de 2025 A | 827 | 0 | 0 | $0 |
| Rylan Burns | EVP & Chief Investment Officer | 18 de febrero de 2025 A | 2 611 | 0 | 0 | $0 |
| John Farias | Senior Vice President and CAO | 8 de febrero de 2024 A | 2 363 | 0 | 0 | $0 |
| Adam W Berry | Executive Vice President & CIO | 9 de diciembre de 2022 A | 3 334 | 0 | 0 | $0 |
| Craig K Zimmerman | Executive Vice President | 25 de noviembre de 2019 M | 11 331 | 0 | 0 | $0 |
| John D Eudy | Executive Vice President | 26 de marzo de 2019 C | 7 642 | 0 | 0 | $0 |
| Erik J. Alexander | Senior Vice President | 10 de diciembre de 2014 A | 30 | 0 | 0 | $0 |
| Robert C Talbott | Senior Vice President | 24 de agosto de 2005 J | 0 | 0 | 0 | $0 |
| Anne B Gust | Consejero | 12 de mayo de 2026 A | 1 830 | 0 | 0 | $0 |
| Irving F Lyons III | Consejero | 12 de mayo de 2026 A | 9 809 | 0 | 0 | $0 |
| Keith R Guericke | Consejero | 12 de mayo de 2026 A | 17 357 | 0 | 0 | $0 |
| George M Marcus | Consejero | 12 de mayo de 2026 A | 223 042 | 0 | 0 | $0 |
| Mary Kasaris | Consejero | 13 de mayo de 2025 A | 2 361 | 0 | 0 | $0 |
| John V Arabia | Consejero | 13 de mayo de 2025 A | 1 191 | 0 | 0 | $0 |
| Thomas E Robinson | Consejero | 11 de marzo de 2024 M | 3 654 | 0 | 0 | $0 |
| Michael J Schall | Consejero | 7 de diciembre de 2023 F | 51 476 | 0 | 0 | $0 |
| Byron A Scordelis | Consejero | 9 de mayo de 2023 A | 3 642 | 0 | 0 | $0 |
| Janice L. Sears | Consejero | 20 de septiembre de 2019 M | 1 083 | 0 | 0 | $0 |
| Gary P Martin | Consejero | 12 de febrero de 2018 M | 5 236 | 0 | 0 | $0 |
| Issie N Rabinovitch | Consejero | 16 de mayo de 2017 A | 26 891 | 0 | 0 | $0 |
| Thomas P. Sullivan | Consejero | 4 de diciembre de 2015 S | 3 146 | 0 | 0 | $0 |
| Claude J. Zinngrabe Jr. | Consejero | 19 de mayo de 2015 A | — | 0 | 0 | $0 |
| Thomas E Randlett | Consejero | 19 de mayo de 2015 A | 10 152 | 0 | 0 | $0 |
| David W Brady | Consejero | 25 de febrero de 2015 P | 4 740 | 0 | 0 | $0 |
| Willard H Smith JR | Consejero | 16 de mayo de 2011 M | 10 485 | 0 | 0 | $0 |
| Robert E Larson | Consejero | 8 de noviembre de 2010 M | 10 977 | 0 | 0 | $0 |
| William A Millichap | Consejero | 12 de mayo de 2008 M | 9 900 | 0 | 0 | $0 |
| Amal M Johnson | — | 12 de mayo de 2026 A | 3 824 | 0 | 0 | $0 |
| Maria R Hawthorne | — | 12 de mayo de 2026 A | 3 711 | 0 | 0 | $0 |
| Bryan Gerald Hunt | — | 23 de agosto de 2013 D | 945 | 0 | 0 | $0 |
| Mark J Mikl | — | 16 de noviembre de 2004 S | 4 048 | 0 | 0 | $0 |
| John M Sachs | — | 30 de octubre de 2003 S | 760 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 158 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| HAUS · Tidal Trust I | 4,37% | 1 426 NS | 30 de abril de 2026 | N-PORT |
| REIT · ALPS ETF Trust | 4,23% | 8 123 NS | 31 de mayo de 2026 | N-PORT |
| REZ · iShares Trust | 3,76% | 113 319 SH | 19 de agosto de 2026 | Diario |
| RNTY · Tidal Trust II | 3,43% | 664 NS | 30 de abril de 2026 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 3,41% | 11 761 | 19 de agosto de 2026 | Diario |
| RITA · ETF Series Solutions | 2,61% | 879 NS | 30 de abril de 2026 | N-PORT |
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 2,45% | 42 586 NS | 31 de mayo de 2026 | N-PORT |
| ICF · iShares Trust | 2,13% | 157 525 SH | 19 de agosto de 2026 | Diario |
| PPTY · ETF Series Solutions | 2,05% | 1 853 NS | 31 de mayo de 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 1,67% | 2 082 NS | 31 de mayo de 2026 | N-PORT |
| NOBL · ProShares Trust | 1,58% | 640 800 NS | 31 de mayo de 2026 | N-PORT |
| SNPD · DBX ETF Trust | 1,52% | 145 NS | 29 de mayo de 2026 | N-PORT |
| USRT · iShares Trust | 1,51% | 246 805 SH | 19 de agosto de 2026 | Diario |
| KNG · First Trust Exchange-Traded Fund IV | 1,51% | 193 668 NS | 30 de abril de 2026 | N-PORT |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,48% | 66 956 NS | 31 de mayo de 2026 | N-PORT |
| IYR · iShares Trust | 1,33% | 213 035 SH | 19 de agosto de 2026 | Diario |
| DFAR · Dimensional ETF Trust | 1,33% | 84 771 NS | 30 de abril de 2026 | N-PORT |
| URE · ProShares Trust | 1,29% | 2 657 NS | 31 de mayo de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 1,25% | 455 874 NS | 31 de mayo de 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1,18% | 2 107 NS | 30 de abril de 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 1,16% | 195 NS | 30 de abril de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 1,11% | 61 111 NS | 30 de abril de 2026 | N-PORT |
| VRAI · ETFis Series Trust I | 1,11% | 776 NS | 30 de abril de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 1,00% | 2 454 147 SH | 19 de agosto de 2026 | Diario |
| REET · iShares Trust | 0,98% | 174 941 SH | 19 de agosto de 2026 | Diario |
| AVRE · AMERICAN CENTURY ETF TRUST | 0,93% | 27 865 NS | 31 de mayo de 2026 | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0,91% | 229 594 | 19 de agosto de 2026 | Diario |
| ERET · iShares Trust | 0,90% | 441 SH | 19 de agosto de 2026 | Diario |
| DFGR · Dimensional ETF Trust | 0,87% | 115 421 NS | 30 de abril de 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0,86% | 5 737 | 19 de agosto de 2026 | Diario |
| QLV · FlexShares Trust | 0,81% | 5 187 NS | 30 de abril de 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0,77% | 78 788 NS | 31 de mayo de 2026 | N-PORT |
| PABU · iShares Trust | 0,55% | 48 921 SH | 19 de agosto de 2026 | Diario |
| QDEF · FlexShares Trust | 0,52% | 10 458 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,40% | 935 540 SH | 19 de agosto de 2026 | Diario |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0,34% | 17 027 | 19 de agosto de 2026 | Diario |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,30% | 4 994 NS | 30 de abril de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 4 252 NS | 30 de abril de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,23% | 1 335 NS | 30 de abril de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,22% | 1 473 887 SH | 19 de agosto de 2026 | Diario |
| QDF · FlexShares Trust | 0,21% | 16 830 NS | 30 de abril de 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0,20% | 12 934 NS | 31 de mayo de 2026 | N-PORT |
| SIZE · iShares Trust | 0,19% | 2 986 SH | 19 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 654 795 | 19 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,18% | 12 620 SH | 19 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,17% | 96 236 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,14% | 4 248 | 19 de agosto de 2026 | Diario |
| IWR · iShares Trust | 0,13% | 260 432 SH | 19 de agosto de 2026 | Diario |
| IMCV · iShares Trust | 0,13% | 5 341 SH | 19 de agosto de 2026 | Diario |
| DEUS · DBX ETF Trust | 0,12% | 1 247 NS | 29 de mayo de 2026 | N-PORT |