EVH Evolent Health, Inc Class A Common Stock
EVH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
EVH 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
EVH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 21,1%
- Compra 10 52,6%
- Mantener 5 26,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
13 analistas · 2026-08-18Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.02 | $-0.02 | 0.04% |
| 31 de marzo de 2026 | $-0.02 | $-0.05 | 0.03% |
| 31 de diciembre de 2025 | $0.08 | $0.06 | 0.02% |
| 30 de septiembre de 2025 | $0.05 | $0.11 | -0.06% |
| 30 de junio de 2025 | $-0.10 | $0.08 | -0.18% |
| 31 de marzo de 2025 | $0.06 | $0.10 | -0.04% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EVH | — | -0.8 | -26.6% | -28.5% | -81.5% | — |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | — |
| PHR | — | 335.8 | 14.5% | 0.48% | 0.73% | — |
| CTEV | $708M | -2.5 | 3.7% | -29.4% | 265.9% | — |
| SLP | $285M | -4.4 | 13.1% | -81.7% | -41.2% | 58.4% |
| AMWL | $81M | -0.8 | -2.0% | -38.4% | -35.4% | — |
| LFMD | $159M | 13.6 | 25.3% | 7.4% | 204.0% | 85.7% |
| OPRX | $230M | 45.4 | 18.8% | 4.7% | 4.2% | 67.2% |
| HCAT | — | -0.9 | 1.5% | — | — | — |
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.88B | $2.55B | $1.96B | $1.35B | $908M | $925M | $687M | $627M | $435M | $254M | |
| Cost of Revenue | $1.48B | $2.19B | $1.50B | $1.04B | $658M | · | · | · | · | · | |
| R&D Expense | · | · | · | · | $16M | $15M | $20M | $18M | $17M | $11M | |
| SG&A Expense | $304M | $263M | $358M | $269M | $219M | $210M | $236M | $235M | $206M | $161M | |
| Operating Expenses | $2.29B | $2.60B | $2.04B | $1.35B | $950M | $1.19B | $996M | $675M | $508M | $492M | |
| Operating Income | $-410M | $-40M | $-71M | $4M | $-42M | $-263M | $-309M | $-47M | $-73M | $-237M | |
| Interest Expense | · | · | $54M | $16M | $25M | $28M | $15M | $5M | $4M | $247.0K | |
| Interest Income | $4M | $6M | $5M | $1M | $407.0K | $3M | $3M | $3M | $2M | $970.0K | |
| Other Non-op | $249.0K | $241.0K | $-543.0K | $57.0K | $-146.0K | $-118.0K | $-489.0K | $109.0K | $171.0K | $4.0K | |
| Pretax Income | $-535M | $-63M | $-202M | $-62M | $-30M | $-331M | $-330M | $-54M | $-76M | $-238M | |
| Income Tax | $-126.0K | $-1M | $-89M | $-43M | $483.0K | $-2M | $-23M | $40.0K | $-7M | $-11M | |
| Net Income | $-535M | $-62M | $-113M | $-19M | $-38M | $-334M | $-306M | $-53M | $-61M | $-160M | |
| EPS (Basic) | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 | $-3.94 | $-3.67 | · | $-0.94 | $-3.55 | |
| EPS (Diluted) | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 | $-3.94 | $-3.67 | · | $-0.94 | $-3.55 | |
| Shares (Basic) | 114,208,000 | 114,682,000 | 111,251,000 | 93,699,000 | 86,067,000 | 84,928,000 | 82,364,000 | · | 64,351,000 | 45,031,000 | |
| Shares (Diluted) | 114,208,000 | 114,682,000 | 111,251,000 | 93,699,000 | 86,067,000 | 84,928,000 | 82,364,000 | · | 64,351,000 | 45,031,000 | |
| EBITDA | $-294M | $78M | $52M | $71M | $18M | $-209M | $-246M | $-3M | $-40M | $-220M |
Balance general 30
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $152M | $104M | $193M | $188M | $266M | $319M | $101M | $228M | $238M | $135M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $0 | $44M | |
| Receivables | $310M | $415M | $447M | $255M | $131M | $124M | $76M | $80M | $49M | $41M | |
| Prepaid Expense | $19M | $29M | $30M | $21M | $51M | $56M | $28M | $23M | $8M | $11M | |
| Current Assets | $506M | $607M | $684M | $478M | $524M | $548M | $229M | $488M | $378M | $265M | |
| PP&E (Net) | $81M | $73M | $78M | $88M | $81M | $86M | $85M | $74M | $51M | $31M | |
| PP&E (Gross) | $287M | $253M | $237M | $238M | $200M | $175M | $140M | $105M | $65M | $36M | |
| Accum. Depreciation | $206M | $180M | $159M | $150M | $119M | $89M | $55M | $32M | $14M | $5M | |
| Goodwill | $694M | $1.14B | $1.12B | $723M | $426M | $349M | $566M | $768M | $628M | $627M | |
| Intangibles | $585M | $680M | $752M | $443M | $280M | $265M | $308M | $335M | $241M | $259M | |
| Other Non-current Assets | · | · | · | · | · | · | · | $15M | $9M | $10M | |
| Total Assets | $1.90B | $2.54B | $2.68B | $1.82B | $1.42B | $1.37B | $1.50B | $1.72B | $1.31B | $1.20B | |
| Accounts Payable | $60M | $96M | $48M | $57M | $96M | $32M | $37M | $147M | $43M | $44M | |
| Accrued Liabilities | $66M | $66M | $150M | $111M | $107M | $73M | $33M | $49M | $30M | $29M | |
| Short-term Debt | $0 | $171M | $0 | $0 | · | · | · | · | · | · | |
| Current Liabilities | $385M | $716M | $674M | $433M | $445M | $403M | $193M | $269M | $133M | $132M | |
| Capital Leases | $4M | $25M | $38M | $56M | $58M | $63M | $69M | $0 | · | · | |
| Deferred Tax | $8M | $11M | $13M | $5M | $1M | $679.0K | $2M | $25M | $2M | $21M | |
| Other Non-current Liabilities | $8M | $3M | $4M | $5M | $6M | $22M | $12M | $17M | $10M | $15M | |
| Total Liabilities | $1.48B | $1.35B | $1.43B | $958M | $726M | $752M | $569M | $533M | $266M | $288M | |
| Long-term Debt | · | · | · | · | $216M | $290M | $294M | $221M | $121M | $120M | |
| Total Debt | $971M | $662M | $597M | $413M | $216M | $290M | · | · | · | · | |
| Common Stock | $1M | $1M | $1M | $1M | $908.0K | $859.0K | · | · | · | · | |
| Paid-in Capital | $1.79B | $1.80B | $1.81B | $1.49B | $1.34B | $1.23B | $1.17B | $1.09B | $924M | $555M | |
| Retained Earnings | $-1.32B | $-781M | $-719M | $-606M | $-627M | $-589M | $-252M | $50M | $86M | $147M | |
| Treasury Stock | $61M | $21M | $21M | $21M | $21M | $21M | $0 | · | · | · | |
| AOCI | $-3M | $-2M | $-1M | $-1M | $-362.0K | $-278.0K | $-234.0K | $-182.0K | $0 | · | |
| Stockholders' Equity | $415M | $1.00B | $1.07B | $859M | $694M | $620M | $929M | $1.14B | $1.01B | $703M | |
| Liabilities + Equity | $1.90B | $2.54B | $2.68B | $1.82B | $1.42B | $1.37B | $1.50B | $1.72B | $1.31B | $1.20B | |
| Shares Outstanding | · | · | · | · | · | · | 84,588,629 | · | · | · |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $116M | $118M | $123M | $67M | $60M | $61M | $61M | $45M | $32M | $17M | |
| Stock-based Comp | $40M | $40M | $41M | $34M | $17M | $15M | $16M | $18M | $20M | $19M | |
| Deferred Tax | $-15M | $-19M | $-54M | $2M | $-10M | $-48M | $-32M | $-17M | $100.0K | $-11M | |
| Amort. of Intangibles | $90M | $88M | $91M | $35M | $29M | $32M | $37M | $27M | $23M | $12M | |
| Restructuring | · | · | · | $0 | $7M | $1M | $0 | $0 | · | · | |
| Other Non-cash | $433M | $-59M | $146M | $-96M | $10M | $290M | $215M | $-13M | $-20M | $99M | |
| Operating Cash Flow | $39M | $19M | $143M | $-12M | $39M | $-16M | $-43M | $-21M | $-28M | $-36M | |
| CapEx | · | · | · | · | · | · | $36M | $40M | $28M | $16M | |
| Investing Cash Flow | $-233.0K | $-63M | $-416M | $-259M | $-16M | $261M | $-182M | $-160M | $-12M | $-97M | |
| Debt Issued | · | · | $647M | $220M | $0 | $30M | · | · | · | · | |
| Net Debt Issued | · | $0 | $183M | $220M | · | · | · | · | · | · | |
| Stock Repurchased | $40M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $-40M | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-36M | $-565.0K | $281M | $132M | $-30M | $-12M | $-36M | $274M | $166M | $150M | |
| Net Change in Cash | $2M | $-45M | $8M | $-140M | $-7M | $233M | $-260M | $93M | $125M | $18M | |
| Taxes Paid | $3M | $1M | $5M | $1M | $551.0K | $10M | · | · | · | · | |
| Free Cash Flow | · | · | · | · | · | · | $-78M | $-60M | $-56M | $-51M | |
| Levered FCF | · | · | · | · | · | · | $-92M | $-66M | $-59M | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -21.9% | -1.6% | · | · | -4.7% | -26.5% | -36.2% | -7.6% | · | -32838.0% | |
| Net Margin | -28.5% | -2.4% | · | · | -4.1% | -32.7% | -35.7% | -8.4% | · | -22094.3% | |
| Pretax Margin | -28.5% | -2.5% | · | · | -3.3% | -33.0% | -38.6% | -8.6% | · | -32853.8% | |
| EBITDA Margin | -15.7% | 3.0% | · | · | 1.9% | -20.5% | -29.0% | -0.47% | · | -30455.7% | |
| ROA | -24.1% | -2.4% | -5.0% | -1.2% | -2.8% | -23.3% | -18.8% | -3.5% | -4.8% | -14.4% | |
| ROE | -81.5% | -6.0% | -10.4% | -2.2% | -5.8% | -43.2% | -29.2% | -4.9% | -7.1% | -23.6% | |
| ROIC | -29.6% | -2.4% | -2.4% | 0.09% | -4.7% | -29.4% | -31.1% | -4.2% | -6.6% | -32.3% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 0.8 | 1.0 | 1.1 | 1.2 | 1.4 | 1.2 | 1.8 | 2.8 | 2.0 | |
| Quick Ratio | 1.2 | 0.7 | 0.9 | 1.0 | 0.9 | 1.2 | 0.9 | 1.1 | 2.2 | 1.7 | |
| Debt / Equity | 2.3 | 0.7 | 0.6 | 0.5 | 0.3 | 0.5 | · | · | · | · | |
| LT Debt / Equity | 2.3 | 0.5 | 0.6 | 0.5 | 0.3 | 0.4 | · | · | · | · | |
| Interest Coverage | · | · | -1.3 | 0.2 | -1.7 | -9.6 | -21.1 | -8.7 | -20.0 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 1.0 | · | · | 0.7 | 0.7 | 0.5 | 0.4 | · | 0.0 | |
| Receivables Turnover | 5.2 | 5.9 | · | · | 5.8 | 10.1 | 10.9 | 9.7 | · | 0.0 |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -26.6% | 30.1% | 45.3% | 48.9% | -1.8% | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.5% | 41.2% | 28.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.88B | $2.55B | $1.96B | $1.35B | $908M | $925M | $687M | $627M | $435M | $254M | |
| Net Income TTM | $-535M | $-62M | $-113M | $-19M | $-38M | $-334M | $-306M | $-53M | $-61M | $-160M | |
| P/E | -0.8 | -13.9 | -25.8 | -140.4 | -62.9 | -4.1 | -2.5 | -30.7 | -13.1 | -4.2 | |
| Earnings Yield | -126.8% | -7.2% | -3.9% | -0.71% | -1.6% | -24.6% | -40.6% | -3.3% | -7.6% | -24.0% |
Estado de resultados 17
| 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 | $653M | $496M | $469M | $480M | $444M | $484M | $647M | $621M | $647M | $640M | $556M | $511M | $469M | $428M | $382M | $353M | |
| Cost of Revenue | $572M | $412M | $371M | $380M | $344M | $381M | $571M | $541M | $540M | $536M | $454M | $387M | $352M | $310M | $299M | $267M | |
| R&D Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $4M | |
| SG&A Expense | $69M | $73M | $73M | $78M | $75M | $78M | $48M | $67M | $69M | $79M | $81M | $97M | $90M | $90M | $83M | $69M | |
| Operating Expenses | $662M | $507M | $877M | $479M | $445M | $485M | $665M | $638M | $639M | $653M | $577M | $529M | $491M | $438M | $384M | $340M | |
| Operating Income | $-10M | $-11M | $-408M | $886.0K | $-1M | $-2M | $-19M | $-16M | $8M | $-13M | $-21M | $-18M | $-22M | $-10M | $-2M | $13M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $6M | · | $15M | $14M | $13M | · | $5M | |
| Interest Income | $703.0K | $1M | $868.0K | $964.0K | $1M | $1M | $830.0K | $794.0K | $1M | $3M | $3M | $1M | $604.0K | $1M | $604.0K | $425.0K | |
| Other Non-op | $109.0K | $742.0K | $252.0K | $80.0K | $-35.0K | $-48.0K | $381.0K | $-43.0K | $-105.0K | $8.0K | $-220.0K | $-77.0K | $-26.0K | $-220.0K | $-73.0K | $-345.0K | |
| Pretax Income | $-26M | $-26M | $-431M | $-20M | $-21M | $-63M | $-24M | $-24M | $1M | $-17M | $-48M | $-31M | $-35M | $-88M | $-10M | $-43M | |
| Income Tax | $3M | $910.0K | $-2M | $906.0K | $-825.0K | $1M | $-1M | $-619.0K | $-238.0K | $565.0K | $-15M | $-6M | $-970.0K | $-68M | $1M | $-46M | |
| Net Income | $-28M | $-27M | $-429M | $-21M | $-20M | $-65M | $-23M | $-23M | $2M | $-17M | $-33M | $-25M | $-34M | $-20M | $-11M | $2M | |
| EPS (Basic) | $-0.25 | $-0.24 | $-3.84 | $-0.24 | $-0.44 | $-0.63 | $-0.27 | $-0.27 | $-0.06 | $-0.22 | $-0.37 | $-0.30 | $-0.37 | $-0.24 | $-0.11 | $0.02 | |
| EPS (Diluted) | $-0.25 | $-0.24 | $-3.84 | $-0.24 | $-0.44 | $-0.63 | $-0.27 | $-0.27 | $-0.06 | $-0.22 | $-0.37 | $-0.30 | $-0.37 | $-0.24 | $-0.11 | $0.02 | |
| Shares (Basic) | 112,542,000 | 111,905,000 | -231,055,000 | 114,066,000 | 115,882,000 | 115,315,000 | -229,009,000 | 114,862,000 | 114,688,000 | 114,141,000 | -220,092,000 | 112,282,000 | 111,278,000 | 107,783,000 | -181,167,000 | 95,286,000 | |
| Shares (Diluted) | 112,542,000 | 111,905,000 | -231,055,000 | 114,066,000 | 115,882,000 | 115,315,000 | -229,009,000 | 114,862,000 | 114,688,000 | 114,141,000 | -220,092,000 | 112,282,000 | 111,278,000 | 107,783,000 | -185,189,000 | 99,308,000 | |
| EBITDA | $-10M | $11M | · | $886.0K | $-1M | $22M | · | $-16M | $8M | $16M | · | $-18M | $-22M | $19M | · | $13M |
Balance general 26
| 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 | $116M | $142M | $152M | $117M | $151M | $247M | $104M | $97M | $101M | $165M | · | $185M | $143M | $158M | · | $157M | |
| Receivables | $449M | $314M | $310M | $387M | $359M | $430M | $415M | $408M | $374M | $428M | · | $394M | $345M | $263M | · | $188M | |
| Prepaid Expense | $23M | $22M | $19M | $22M | $28M | $35M | $29M | $23M | $26M | $25M | · | $37M | $41M | $34M | · | $24M | |
| Current Assets | $611M | $502M | $506M | $570M | $562M | $728M | $607M | $544M | $521M | $669M | · | $639M | $577M | $476M | · | $394M | |
| PP&E (Net) | $82M | $81M | $81M | $80M | $77M | $74M | $73M | $74M | $75M | $76M | · | $80M | $84M | $89M | · | $95M | |
| PP&E (Gross) | $298M | $293M | $287M | $280M | $271M | $261M | $253M | $247M | $241M | $234M | · | $255M | $250M | $247M | · | $236M | |
| Accum. Depreciation | $216M | $212M | $206M | $200M | $193M | $187M | $180M | $173M | $166M | $158M | · | $175M | $167M | $159M | · | $142M | |
| Goodwill | $694M | $694M | $694M | $1.08B | $1.14B | $1.14B | $1.14B | $1.14B | $1.12B | $1.12B | $1.12B | $1.12B | $1.12B | $1.12B | $723M | $723M | |
| Intangibles | $554M | $570M | $585M | $624M | $651M | $668M | $680M | $697M | $711M | $731M | · | $778M | $802M | $826M | · | $451M | |
| Total Assets | $1.97B | $1.88B | $1.90B | $2.45B | $2.46B | $2.65B | $2.54B | $2.50B | $2.48B | $2.64B | · | $2.67B | $2.65B | $2.59B | · | $1.76B | |
| Accounts Payable | $39M | $63M | $60M | $72M | $69M | $58M | $96M | $50M | $39M | $77M | · | $52M | $77M | $51M | · | $62M | |
| Accrued Liabilities | $44M | $45M | $66M | $61M | $64M | $100M | $66M | $120M | $85M | $165M | · | $194M | $167M | $170M | · | $132M | |
| Short-term Debt | · | · | $0 | $5M | $172M | $172M | $171M | · | · | · | · | $991.0K | · | · | · | · | |
| Current Liabilities | $493M | $381M | $385M | $430M | $558M | $739M | $716M | $524M | $483M | $659M | · | $615M | $541M | $458M | · | $382M | |
| Capital Leases | $2M | $3M | $4M | $4M | $8M | $16M | $25M | $29M | $31M | $32M | · | $40M | $57M | $54M | · | $58M | |
| Deferred Tax | $10M | $8M | $8M | $10M | $10M | $11M | $11M | $12M | $13M | $13M | · | $27M | $34M | $36M | · | $4M | |
| Other Non-current Liabilities | $8M | $8M | $8M | $4M | $4M | $3M | $3M | $3M | $3M | $4M | · | $4M | $4M | $4M | · | $4M | |
| Total Liabilities | $1.59B | $1.48B | $1.48B | $1.61B | $1.34B | $1.52B | $1.35B | $1.28B | $1.24B | $1.41B | · | $1.40B | $1.38B | $1.30B | · | $903M | |
| Total Debt | $966M | $973M | · | $1.06B | $821M | $819M | · | $600M | $599M | $598M | · | $601M | $633M | $632M | · | $412M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $1.82B | $1.80B | $1.79B | $1.79B | $1.78B | $1.80B | $1.80B | $1.82B | $1.81B | $1.81B | · | $1.80B | $1.77B | $1.77B | · | $1.47B | |
| Retained Earnings | $-1.37B | $-1.34B | $-1.32B | $-886M | $-865M | $-845M | $-781M | $-758M | $-735M | $-736M | · | $-686M | $-660M | $-626M | · | $-595M | |
| Treasury Stock | $61M | $61M | $61M | $61M | $21M | $21M | $21M | $21M | $21M | $21M | · | $21M | $21M | $21M | · | $21M | |
| AOCI | $-4M | $-4M | $-3M | $-2M | $-2M | $-2M | $-2M | $-1M | $-1M | $-1M | · | $-1M | $-1M | $-1M | · | $-1M | |
| Stockholders' Equity | $383M | $396M | $415M | $842M | $896M | $936M | $1.00B | $1.04B | $1.05B | $1.05B | $1.07B | $1.10B | $1.09B | $1.12B | $859M | $856M | |
| Liabilities + Equity | $1.97B | $1.88B | $1.90B | $2.45B | $2.46B | $2.65B | $2.54B | $2.50B | $2.48B | $2.64B | · | $2.67B | $2.65B | $2.59B | · | $1.76B |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $22M | $22M | $45M | $24M | $23M | $24M | $29M | $30M | $30M | $30M | $30M | $32M | $32M | $29M | $20M | $17M | |
| Stock-based Comp | $15M | $11M | $2M | $15M | $12M | $11M | $-6M | $14M | $13M | $19M | $11M | $10M | $9M | $11M | $15M | $7M | |
| Amort. of Intangibles | $15M | $15M | $39M | $17M | $17M | $17M | $22M | $22M | $22M | $22M | $22M | $24M | $24M | $21M | $11M | $10M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-cash | · | $-7M | · | · | · | $34M | · | · | · | $-26M | · | · | · | $-22M | · | · | |
| Operating Cash Flow | $-9M | $-984.0K | $49M | $16M | $-30M | $5M | $-26M | $19M | $21M | $5M | $89M | $61M | $654.0K | $-8M | $36M | $-3M | |
| Investing Cash Flow | $-7M | $-6M | $82M | $-9M | $-61M | $-13M | $-20M | $-20M | $-14M | $-10M | $-6M | $-6M | $-8M | $-395M | $-4M | $-255M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $-267.0K | $256M | · | $220M | |
| Net Debt Issued | · | · | · | · | · | $-62M | · | · | · | $0 | · | · | · | $219M | · | · | |
| Stock Repurchased | · | · | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-11M | $-4M | $-93M | $-42M | $-9M | $108M | $97M | $-9M | $-103M | $15M | $-84M | $-37M | $23M | $380M | $-11M | $173M | |
| Net Change in Cash | $-27M | $-12M | $38M | $-35M | $-100M | $99M | $51M | $-10M | $-96M | $10M | $-1M | $17M | $16M | $-23M | $20M | $-86M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $2M | · |
Rentabilidad 7
| 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 | -1.5% | -2.1% | · | 0.18% | -0.26% | -0.34% | · | -2.6% | 1.2% | -2.1% | · | -3.5% | -4.6% | -2.4% | · | 3.7% | |
| Net Margin | -4.3% | -5.4% | · | -4.3% | -4.5% | -13.4% | · | -3.7% | 0.25% | -2.7% | · | -5.0% | -7.3% | -6.1% | · | 0.60% | |
| Pretax Margin | -3.9% | -5.2% | · | -4.2% | -4.7% | -13.1% | · | -3.8% | 0.21% | -2.6% | · | -6.0% | -7.5% | -20.6% | · | -12.3% | |
| EBITDA Margin | -1.5% | 2.2% | · | 0.18% | -0.26% | 4.6% | · | -2.6% | 1.2% | 2.5% | · | -3.5% | -4.6% | 4.4% | · | 3.7% | |
| ROA | -1.3% | -1.2% | · | -0.84% | -0.81% | -2.4% | · | -0.89% | 0.06% | -0.66% | · | -1.1% | -1.7% | -1.3% | · | 0.14% | |
| ROE | -4.4% | -4.0% | · | -2.2% | -2.0% | -6.5% | · | -2.2% | 0.15% | -1.6% | · | -2.6% | -4.0% | -3.0% | · | 0.29% | |
| ROIC | -0.78% | -0.80% | · | 0.05% | -0.07% | -0.09% | · | -0.97% | 0.55% | -0.84% | · | -0.87% | -1.2% | -0.13% | · | -0.05% |
Liquidez y Solvencia 5
| 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 | 1.2 | 1.3 | · | 1.3 | 1.0 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | |
| Quick Ratio | 1.1 | 1.2 | · | 1.2 | 0.9 | 0.9 | · | 1.0 | 1.0 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | |
| Debt / Equity | 2.5 | 2.5 | · | 1.3 | 0.9 | 0.9 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.6 | · | 0.5 | |
| LT Debt / Equity | 2.5 | 2.5 | · | 1.3 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.6 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -2.2 | · | -1.2 | -1.5 | -0.8 | · | 2.7 |
Eficiencia 2
| 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 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.6 | 1.3 | · | 1.2 | 1.2 | 1.1 | · | 1.5 | 1.8 | 1.9 | · | 1.8 | 2.0 | 1.9 | · | 1.9 |
Valoración (TTM) 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.10B | $1.89B | · | $2.05B | $2.20B | $2.40B | · | $2.46B | $2.35B | $2.18B | · | $1.79B | $1.63B | $1.48B | · | $1.22B | |
| Net Income TTM | $-505M | $-497M | · | $-128M | $-130M | $-109M | · | $-72M | $-74M | $-110M | · | $-78M | $-57M | $-28M | · | $-21M | |
| P/E | -1.2 | -0.5 | · | -5.4 | -7.0 | -7.7 | · | -31.1 | -20.3 | -26.2 | · | -26.7 | -43.3 | -85.4 | · | -149.7 | |
| Earnings Yield | -84.3% | -208.8% | · | -18.7% | -14.3% | -13.0% | · | -3.2% | -4.9% | -3.8% | · | -3.8% | -2.3% | -1.2% | · | -0.67% |
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 | $1.88B | $2.55B | $1.96B | $1.35B | $908M |
| Margen Operativo % | -21.9% | -1.6% | — | — | -4.7% |
| Beneficio neto | $-535M | $-62M | $-113M | $-19M | $-38M |
| EPS Diluido | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 2.3 | 0.7 | 0.6 | 0.5 | 0.3 |
| Ratio corriente | 1.3 | 0.8 | 1.0 | 1.1 | 1.2 |
| Ratio Rápido | 1.2 | 0.7 | 0.9 | 1.0 | 0.9 |
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Propietarios institucionales (13F) 221 declarantes · $414.0M 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 |
|---|---|---|---|---|
| 42 (+2 vs trimestre anterior) | 29 (-24 vs trimestre anterior) | 70 (+10 vs trimestre anterior) | 58 (+2 vs trimestre anterior) | +1.7M |
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 |
|---|---|---|---|---|
| CADIAN CAPITAL MANAGEMENT, LP | $58 614 444 | 10 814 473 | 14,16% | Acciones |
| Rubicon Founders LLC | $31 523 387 | 5 816 123 | 7,61% | Acciones |
| Engaged Capital LLC | $30 156 403 | 5 563 912 | 7,28% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $25 950 927 | 4 787 994 | 6,27% | Acciones |
| D. E. Shaw & Co., Inc. | $23 002 670 | 4 244 035 | 5,56% | Acciones |
| Rock Springs Capital Management LP | $13 550 000 | 2 500 000 | 3,27% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $13 455 851 | 2 481 844 | 3,25% | Acciones |
| STATE STREET CORP | $13 335 536 | 2 460 431 | 3,22% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11 553 126 | 2 131 573 | 2,79% | Acciones |
| Glenmede Investment Management, LP | $9 965 490 | 1 177 954 | 2,41% | Acciones |
| Camber Capital Management LP | $9 571 000 | 850 000 | 2,31% | Acciones |
| Rock Point Advisors, LLC | $9 321 782 | 1 719 886 | 2,25% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8 680 878 | 1 601 638 | 2,10% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $8 497 563 | 1 567 816 | 2,05% | Acciones |
| Mesirow Institutional Investment Management, Inc. | $7 896 679 | 701 927 | 1,91% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7 305 195 | 1 347 822 | 1,76% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6 920 256 | 1 276 800 | 1,67% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $6 848 999 | 1 263 653 | 1,65% | Acciones |
| BlackRock, Inc. | $5 588 448 | 1 031 079 | 1,35% | Acciones |
| Hudson Bay Capital Management LP | $4 949 051 | 913 109 | 1,20% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $4 663 140 | 860 358 | 1,13% | Acciones |
| Walleye Capital LLC | $4 584 166 | 845 787 | 1,11% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 256 369 | 785 308 | 1,03% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $4 132 002 | 762 362 | 1,00% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $3 790 027 | 699 267 | 0,92% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $3 612 490 | 666 511 | 0,87% | Acciones |
| Voleon Capital Management LP | $3 612 441 | 666 502 | 0,87% | Acciones |
| Cubist Systematic Strategies, LLC | $3 564 938 | 421 387 | 0,86% | Acciones |
| ALGERT GLOBAL LLC | $3 558 029 | 656 463 | 0,86% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 420 145 | 631 023 | 0,83% | Acciones |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3 414 600 | 630 000 | 0,82% | Acciones |
| VANGUARD GROUP INC | $2 930 324 | 732 581 | 0,71% | Acciones |
| Man Group plc | $2 700 634 | 498 272 | 0,65% | Acciones |
| FORMULA GROWTH LTD | $2 628 700 | 485 000 | 0,63% | Acciones |
| CITIGROUP INC | $2 485 249 | 458 533 | 0,60% | Acciones |
| CITADEL ADVISORS LLC | $2 417 938 | 446 114 | 0,58% | Acciones |
| Tejara Capital Ltd | $2 392 692 | 441 456 | 0,58% | Acciones |
| MARSHALL WACE, LLP | $2 047 366 | 377 743 | 0,49% | Acciones |
| Benefit Street Partners LLC | $1 968 354 | 363 165 | 0,48% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 644 119 | 303 343 | 0,40% | Acciones |
| Mariner, LLC | $1 640 658 | 302 668 | 0,40% | Acciones |
| BRIGHTON JONES LLC | $1 593 998 | 294 096 | 0,39% | Acciones |
| Jefferies Financial Group Inc. | $1 580 472 | 291 600 | 0,38% | Acciones |
| Vanguard Global Advisers, LLC | $1 433 465 | 264 477 | 0,35% | Acciones |
| Squarepoint Ops LLC | $1 359 564 | 250 842 | 0,33% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $1 341 450 | 247 500 | 0,32% | Acciones |
| HSBC HOLDINGS PLC | $1 280 875 | 237 199 | 0,31% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $1 239 511 | 228 692 | 0,30% | Acciones |
| Qube Research & Technologies Ltd | $1 171 669 | 216 175 | 0,28% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 127 600 | 281 900 | 0,27% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 111 046 | 204 990 | 0,27% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 103 008 | 203 507 | 0,27% | Acciones |
| GABELLI FUNDS LLC | $1 074 786 | 198 300 | 0,26% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 067 361 | 196 930 | 0,26% | Acciones |
| Engineers Gate Manager LP | $1 033 887 | 190 754 | 0,25% | Acciones |
| AMERIPRISE FINANCIAL INC | $930 890 | 171 751 | 0,22% | Acciones |
| ExodusPoint Capital Management, LP | $867 124 | 159 986 | 0,21% | Acciones |
| Nuveen, LLC | $859 151 | 158 515 | 0,21% | Acciones |
| RHUMBLINE ADVISERS | $855 387 | 157 823 | 0,21% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $813 000 | 150 000 | 0,20% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $760 247 | 140 267 | 0,18% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $750 670 | 138 500 | 0,18% | Opción de venta |
| Bank of New York Mellon Corp | $682 264 | 125 879 | 0,16% | Acciones |
| XTX Topco Ltd | $609 311 | 112 419 | 0,15% | Acciones |
| Quantinno Capital Management LP | $546 856 | 100 896 | 0,13% | Acciones |
| Quinn Opportunity Partners LLC | $540 304 | 99 687 | 0,13% | Acciones |
| WELLS FARGO & COMPANY/MN | $536 580 | 99 000 | 0,13% | Acciones |
| Atom Investors LP | $488 548 | 90 138 | 0,12% | Acciones |
| Tempus Wealth Planning, LLC | $454 223 | 83 805 | 0,11% | Acciones |
| State of Wyoming | $446 359 | 82 354 | 0,11% | Acciones |
| Corient Private Wealth LP | $442 240 | 81 594 | 0,11% | Acciones |
| JANE STREET GROUP, LLC | $418 966 | 77 300 | 0,10% | Opción de compra |
| Graham Capital Management, L.P. | $416 928 | 76 924 | 0,10% | Acciones |
| NATIXIS | $384 820 | 71 000 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $377 774 | 69 700 | 0,09% | Opción de compra |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $375 341 | 69 251 | 0,09% | Acciones |
| BARCLAYS PLC | $370 906 | 68 433 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $365 189 | 67 378 | 0,09% | Acciones |
| NORGES BANK | $343 921 | 63 454 | 0,08% | Acciones |
| BROWN ADVISORY INC | $329 411 | 60 777 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $329 005 | 60 702 | 0,08% | Acciones |
| Quantbot Technologies LP | $326 398 | 60 221 | 0,08% | Acciones |
| GROUP ONE TRADING LLC | $325 422 | 60 041 | 0,08% | Acciones |
| JANE STREET GROUP, LLC | $304 062 | 56 100 | 0,07% | Opción de venta |
| Jain Global LLC | $300 620 | 55 465 | 0,07% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $300 046 | 55 359 | 0,07% | Acciones |
| AlphaQuest LLC | $299 352 | 74 838 | 0,07% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $282 241 | 123 790 | 0,07% | Acciones |
| INCEPTIONR LLC | $269 797 | 49 778 | 0,07% | Acciones |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $267 791 | 49 408 | 0,06% | Acciones |
| Invesco Ltd. | $254 155 | 46 892 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $243 900 | 45 000 | 0,06% | Opción de venta |
| Numerai GP LLC | $243 640 | 44 952 | 0,06% | Acciones |
| Point72 (DIFC) Ltd | $215 562 | 25 480 | 0,05% | Acciones |
| Callan Family Office, LLC | $201 727 | 37 219 | 0,05% | Acciones |
| BLAIR WILLIAM & CO/IL | $196 470 | 36 249 | 0,05% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $194 296 | 35 848 | 0,05% | Acciones |
| HB Wealth Management, LLC | $194 264 | 35 842 | 0,05% | Acciones |
| S.A.C. Capital Advisors (Hong Kong) Ltd. | $188 925 | 22 332 | 0,05% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $176 183 | 32 506 | 0,04% | Acciones |
Informantes de la empresa 30 insiders · 11 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Seth Blackley | Chief Executive Officer | 1 de julio de 2026 F | 1 272 767 | 0 | 0 | $0 |
| Frank J Williams | Chief Executive Officer | 20 de agosto de 2018 S | 718 357 | 0 | 0 | $0 |
| Nicholas Mcgrane | Chief Financial Officer | 19 de mayo de 2017 M | 32 084 | 0 | 0 | $0 |
| Daniel Joseph Mccarthy | PRESIDENT | 1 de julio de 2026 F | 721 025 | 0 | 0 | $0 |
| Thomas Peterson III | Chief Operating Officer | 19 de mayo de 2017 S | 139 285 | 0 | 0 | $0 |
| Aammaad Shams | Chief Accounting Officer | 1 de julio de 2026 A | 95 637 | 0 | 0 | $0 |
| Jonathan Weinberg | General Counsel | 1 de julio de 2026 F | 284 917 | 0 | 0 | $0 |
| Lydia Stone | Principal Accounting Officer | 1 de febrero de 2017 A | 10 474 | 0 | 0 | $0 |
| Dave Thornton | Chief Talent Officer | 14 de septiembre de 2016 S | 95 457 | 0 | 0 | $0 |
| Chad Pomeroy | Chief Technology Officer | 14 de septiembre de 2016 S | 286 370 | 0 | 0 | $0 |
| Gary Piefer | Chief Medical Officer | 10 de junio de 2015 P | 206 269 | 0 | 0 | $0 |
| Russell Monroe Glass | Consejero | 4 de junio de 2026 A | 77 347 | 0 | 0 | $0 |
| Toyin Ajayi | Consejero | 4 de junio de 2026 A | 75 170 | 0 | 0 | $0 |
| Kim Keck | Consejero | 4 de junio de 2026 A | 102 597 | 0 | 0 | $0 |
| Richard M Jelinek | Consejero | 4 de junio de 2026 A | 77 533 | 0 | 0 | $0 |
| Brendan B Springstubb | Consejero | 4 de junio de 2026 A | 99 917 | 0 | 0 | $0 |
| Craig A. Barbarosh | Consejero | 4 de junio de 2026 A | 95 031 | 0 | 0 | $0 |
| Jill D. Smith | Consejero | 4 de junio de 2026 A | 64 233 | 0 | 0 | $0 |
| Peter J Grua | Consejero | 4 de junio de 2026 A | 63 075 | 0 | 0 | $0 |
| Shawn M Guertin | Consejero | 4 de junio de 2026 A | 63 075 | 0 | 0 | $0 |
| UNITEDHEALTH GROUP INC | Consejero | 1 de junio de 2018 S | 0 | 0 | 0 | $0 |
| Cheryl Scott | Consejero | 5 de julio de 2016 A | 11 850 | 0 | 0 | $0 |
| Diane Holder | Consejero | 5 de julio de 2016 A | 11 255 | 0 | 0 | $0 |
| David Farner | Consejero | 5 de julio de 2016 A | 11 255 | 0 | 0 | $0 |
| Bruce C. Felt Jr. | Consejero | 5 de julio de 2016 A | 11 255 | 0 | 0 | $0 |
| Michael D'Amato | Consejero | 1 de mayo de 2016 A | 8 183 | 0 | 0 | $0 |
| ADVISORY BOARD CO | Propietario del 10% | 19 de mayo de 2017 C | 4 128 167 | 0 | 0 | $0 |
| Kenneth A Samet | — | 8 de junio de 2017 A | 12 420 | 0 | 0 | $0 |
| Steve Wigginton | — | 6 de junio de 2017 S | 12 411 | 0 | 0 | $0 |
| Norman Payson | — | 5 de julio de 2016 A | 11 255 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
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 |
|---|---|---|---|---|---|
| Engaged Capital Flagship Master Fund, LP, Engaged Capital Co-Invest XI, LP, Engaged Capital Flagship Fund, LP, Engaged Capital Flagship Fund, Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling ×6 presentaciones | 25 de agosto de 2022 | — | Presentación inicial | — | SEC |
| UnitedHealth Group Incorporated, The Advisory Board Company ×2 presentaciones | 5 de marzo de 2018 | — | 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.
Propiedad de ETFs Mantenido por 30 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 |
|---|---|---|---|---|
| VFVA · VANGUARD WELLINGTON FUND | 0,18% | 287 524 SH | 8 de agosto de 2026 | Diario |
| HAPS · Harbor ETF Trust | 0,10% | 43 300 NS | 30 de abril de 2026 | N-PORT |
| IHF · iShares Trust | 0,06% | 207 777 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 353 670 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,03% | 721 643 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 64 467 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 659 586 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,02% | 681 220 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,01% | 512 835 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 2 925 719 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 48 333 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 5 251 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 1 299 653 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 43 642 SH | 8 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,01% | 283 197 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 530 888 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,01% | 372 167 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 303 762 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 158 270 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 4 106 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 4 152 NS | 31 de mayo de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 9 465 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 4 707 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 104 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 4 971 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 86 308 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 142 359 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 29 451 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 3 384 855 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 9 406 SH | 8 de agosto de 2026 | Diario |