EVR Evercore Inc. Class A Common Stock
$299,13
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$266–$389
27% of range
Calificación del Analista
BUY
15 analysts
Precio Objetivo
$364
+22% upside
P/E (TTM)
24.2
ROE
31.7%
Margen de Beneficio Neto
15.3%
EVR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$299.13
Capitalización Bursátil
—
P/E (TTM)
24.2
BPA (TTM)
$14.05
Ingresos (TTM)
$3.88B
Rendimiento div.
—
ROE
31.7%
Deuda/Capital
0.0
Rango 52S
$266 – $389
EVR 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
$3.88B
2023-12-31
→
2025-12-31
BPA
$14.05
2023-12-31
→
2025-12-31
Flujo de caja libre
$1.18B
2023-12-31
→
2025-12-31
Márgenes
15.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
EVR
Mediana de Pares
P/E (TTM)
24.2
19.6
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
EVR
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
15.3%
14.2%
ROA
12.4%
3.0%
ROE
31.7%
20.2%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
EVR
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
—
Current Ratio (Ratio corriente)
2.2
0.9
Quick Ratio (Ratio Rápido)
1.7
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
EVR
Mediana de Pares
Revenue YoY (Ingresos interanuales)
29.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
11.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
11.2%
—
EPS YoY (EPS interanual)
54.7%
—
Net Income YoY (Beneficio Neto interanual)
56.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
EVR
Mediana de Pares
Payout Ratio (Ratio de Pago)
24.4%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
24.4%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 29 de mayo de 2026 | $0,8900 |
| 27 de febrero de 2026 | $0,8400 |
| 28 de noviembre de 2025 | $0,8400 |
| 29 de agosto de 2025 | $0,8400 |
| 30 de mayo de 2025 | $0,8400 |
| 28 de febrero de 2025 | $0,8000 |
| 29 de noviembre de 2024 | $0,8000 |
| 30 de agosto de 2024 | $0,8000 |
| 31 de mayo de 2024 | $0,8000 |
| 22 de febrero de 2024 | $0,7600 |
| 22 de noviembre de 2023 | $0,7600 |
| 24 de agosto de 2023 | $0,7600 |
| 25 de mayo de 2023 | $0,7600 |
| 23 de febrero de 2023 | $0,7200 |
| 23 de noviembre de 2022 | $0,7200 |
| 25 de agosto de 2022 | $0,7200 |
| 26 de mayo de 2022 | $0,7200 |
| 24 de febrero de 2022 | $0,6800 |
| 24 de noviembre de 2021 | $0,6800 |
| 26 de agosto de 2021 | $0,6800 |
EVR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
15 analistas
- Compra fuerte 4 26,7%
- Compra 6 40,0%
- Mantener 5 33,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
10 analistas · 2026-08-18
Mediana
$372.00
Media
$363.90
← Por Debajo de Todos los Objetivos
$299.13
Mín
$303.00
Máx
$391.00
Objetivo mediano
$372.00
+24,4%
Objetivo medio
$363.90
+21,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
1.0%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $2.91 | $2.79 | 0.12% |
| 31 de marzo de 2026 | $7.53 | $5.13 | 2.4% |
| 31 de diciembre de 2025 | $5.13 | $4.08 | 1.0% |
| 30 de septiembre de 2025 | $3.48 | $3.29 | 0.19% |
| 30 de junio de 2025 | $2.42 | $1.80 | 0.62% |
| 31 de marzo de 2025 | $3.49 | $1.73 | 1.8% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EVR | — | 24.2 | 29.5% | 15.3% | 31.7% | — |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | — |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | — |
| LPLA | — | 32.7 | 37.2% | 5.1% | 16.6% | — |
| SF | — | 14.2 | 6.7% | 10.8% | 11.7% | — |
| JEF | — | 20.3 | 2.9% | 6.3% | 6.6% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
| HLI | — | 23.1 | 9.6% | 16.3% | 18.6% | — |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| MC | — | — | — | — | 51.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Operating Expenses | $3.07B | $2.45B | $2.07B | $2.07B | $2.19B | $1.74B | $1.57B | $1.52B | $1.28B | $1.18B | $1.09B | $745M | |
| Interest Expense | $24M | $17M | $17M | $17M | $18M | $21M | $20M | $18M | $20M | $17M | $17M | $16M | |
| Pretax Income | $794M | $533M | $366M | $704M | $1.12B | $541M | $449M | $551M | $438M | $268M | $135M | $176M | |
| Income Tax | $153M | $115M | $81M | $173M | $248M | $128M | $95M | $109M | $258M | $119M | $77M | $69M | |
| Net Income | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| EPS (Basic) | $15.29 | $9.86 | $6.71 | $12.15 | $18.48 | $8.64 | $7.44 | $9.29 | $3.16 | $2.74 | $1.15 | $2.42 | |
| EPS (Diluted) | $14.05 | $9.08 | $6.37 | $11.61 | $17.08 | $8.22 | $6.89 | $8.33 | $2.80 | $2.43 | $0.98 | $2.08 | |
| Shares (Basic) | 38,712,000 | 38,365,000 | 38,101,000 | 39,224,000 | 40,054,000 | 40,553,000 | 39,994,000 | 40,595,000 | 39,641,000 | 39,220,000 | 37,161,000 | 35,827,000 | |
| Shares (Diluted) | 42,131,000 | 41,646,000 | 40,099,000 | 41,037,000 | 43,321,000 | 42,623,000 | 43,194,000 | 45,279,000 | 44,826,000 | 44,193,000 | 43,699,000 | 41,843,000 | |
| EBITDA | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.43B | $873M | $597M | $663M | $578M | $830M | $634M | $791M | $610M | $559M | $449M | $352M | |
| Short-term Investments | $1.58B | $1.52B | $1.44B | $1.43B | $1.78B | $1.06B | $624M | $305M | $129M | $66M | · | · | |
| Other Current Assets | $232M | $140M | $174M | $204M | $59M | $92M | $88M | $28M | $30M | $24M | $16M | $20M | |
| Current Assets | $3.86B | $2.99B | $2.61B | $2.71B | $2.80B | $2.37B | $1.69B | $1.48B | $1.00B | $926M | $749M | $683M | |
| PP&E (Net) | $190M | $145M | $138M | $143M | $149M | $149M | $127M | $81M | $69M | $52M | $48M | $43M | |
| PP&E (Gross) | $360M | $296M | $351M | $330M | $314M | $288M | $244M | $171M | $139M | $105M | $91M | $77M | |
| Accum. Depreciation | $170M | $151M | $213M | $187M | $166M | $140M | $117M | $89M | $70M | $54M | $43M | $34M | |
| Goodwill | $231M | $124M | $125M | $123M | $128M | $129M | $131M | $131M | $134M | $161M | $166M | $218M | |
| Intangibles | $30M | $0 | · | $0 | $336.0K | $698.0K | $2M | $10M | $20M | $29M | $41M | $70M | |
| Other Non-current Assets | $278M | $174M | $147M | $110M | $141M | $103M | $90M | $89M | · | · | · | · | |
| Total Assets | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B | |
| Accounts Payable | $45M | $29M | $26M | $29M | $32M | $38M | $40M | $38M | $34M | $31M | $44M | $37M | |
| Short-term Debt | $48M | $38M | $0 | · | $0 | $38M | $0 | · | · | · | · | · | |
| Current Liabilities | $1.78B | $1.23B | $910M | $1.07B | $1.30B | $1.06B | $669M | $750M | $464M | $463M | $408M | $385M | |
| Capital Leases | $508M | $494M | $434M | $278M | $297M | $300M | $217M | $0 | · | · | · | · | |
| Deferred Tax | $5M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $142M | $119M | $150M | $113M | $126M | $102M | $126M | $105M | $59M | $57M | $36M | $26M | |
| Total Liabilities | $3.04B | $2.23B | $1.92B | $1.89B | $2.17B | $1.88B | $1.47B | $1.12B | $789M | $879M | $772M | $730M | |
| Total Debt | $48M | $38M | · | · | $0 | $38M | · | · | · | · | · | · | |
| Paid-in Capital | $4.02B | $3.51B | $3.16B | $2.86B | $2.46B | $2.27B | $2.02B | $1.82B | $1.60B | $1.37B | $1.21B | $950M | |
| Retained Earnings | $2.58B | $2.13B | $1.89B | $1.77B | $1.42B | $799M | $558M | $365M | $79M | $20M | $-28M | $-18M | |
| Treasury Stock | $4.56B | $3.90B | $3.45B | $3.07B | $2.55B | $1.82B | $1.68B | $1.40B | $1.11B | $812M | $644M | $361M | |
| AOCI | $-13M | $-36M | $-27M | $-28M | $-12M | $-10M | $-28M | $-30M | $-31M | $-50M | $-35M | $-20M | |
| Stockholders' Equity | $2.03B | $1.71B | $1.58B | $1.54B | $1.32B | $1.23B | $870M | $758M | $544M | $527M | $505M | $551M | |
| Liabilities + Equity | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M | |
| Stock-based Comp | $675M | $570M | $515M | $467M | $422M | $367M | $360M | $294M | $230M | $258M | $208M | $112M | |
| Deferred Tax | $15M | $8M | $-3M | $-855.0K | $29M | $14M | $-11M | $-4M | $148M | $10M | $-4M | $14M | |
| Amort. of Intangibles | $4M | · | · | $336.0K | $362.0K | $2M | $8M | $9M | $10M | $12M | $17M | $8M | |
| Restructuring | · | · | · | · | · | · | $8M | · | · | · | · | · | |
| Other Non-cash | $-55M | $8M | $-334M | $-439M | $166M | $222M | $-166M | $165M | $-3M | $27M | $307M | $107M | |
| Operating Cash Flow | $1.26B | $988M | $458M | $531M | $1.38B | $978M | $505M | $850M | $507M | $422M | $368M | $216M | |
| CapEx | $74M | $30M | $20M | $23M | $28M | $53M | $71M | $33M | $31M | $18M | $16M | $14M | |
| Investing Cash Flow | $-98M | $-67M | $16M | $313M | $-706M | $-484M | $-373M | $-213M | $-55M | $-46M | $-26M | $25M | |
| Dividends Paid | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M | |
| Financing Cash Flow | $-636M | $-629M | $-557M | $-736M | $-925M | $-308M | $-290M | $-453M | $-419M | $-238M | $-235M | $-180M | |
| Net Change in Cash | $554M | $277M | $-67M | $85M | $-251M | $194M | $-156M | $183M | $42M | $112M | $97M | $54M | |
| Taxes Paid | $117M | $98M | $75M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $1.18B | $958M | $438M | $508M | $1.36B | $925M | $434M | $816M | $485M | $398M | $341M | $202M | |
| Levered FCF | $1.16B | $945M | $425M | $495M | $1.34B | $909M | $418M | $802M | $477M | $388M | $333M | $193M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.3% | 12.6% | 10.5% | 17.2% | 22.4% | 15.3% | 14.7% | 18.1% | 7.3% | 7.4% | 3.5% | 9.3% | |
| Pretax Margin | 20.5% | 17.8% | 15.0% | 25.3% | 33.8% | 23.7% | 22.1% | 26.5% | 25.4% | 18.4% | 10.9% | 18.9% | |
| EBITDA Margin | 0.74% | 0.82% | 1.0% | 0.99% | 0.84% | 1.1% | 1.1% | 0.86% | 0.87% | 0.90% | 0.84% | 0.89% | |
| ROA | 12.4% | 9.8% | 7.4% | 14.1% | 20.9% | 11.7% | 12.4% | 19.7% | 8.0% | 6.9% | 3.0% | 6.5% | |
| ROE | 31.7% | 23.0% | 16.4% | 33.4% | 58.0% | 33.4% | 36.5% | 57.9% | 23.4% | 20.8% | 8.1% | 16.5% |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 2.4 | 2.9 | 2.5 | 2.2 | 2.2 | 2.5 | 2.0 | 2.2 | 2.0 | 1.8 | 1.8 | |
| Quick Ratio | 1.7 | 1.9 | 2.2 | 2.0 | 1.8 | 1.8 | 1.9 | 1.5 | 1.6 | 1.2 | 1.1 | 0.9 | |
| Debt / Equity | 0.0 | 0.0 | · | · | 0.0 | 0.0 | · | · | · | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.7 | 0.8 | 0.9 | 0.8 | 0.8 | 1.1 | 1.1 | 0.9 | 0.9 | 0.7 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 29.5% | 22.7% | -12.1% | -16.0% | 44.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.8% | -3.2% | 2.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.7% | 42.5% | -45.1% | -32.0% | 107.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 6.6% | -19.0% | -8.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 56.5% | 48.1% | -46.4% | -35.6% | 111.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.5% | -20.1% | -10.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Net Income TTM | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| P/E | 24.2 | 30.5 | 26.9 | 9.4 | 8.0 | 13.3 | 10.9 | 8.6 | 32.1 | 28.3 | 55.2 | 25.2 | |
| Earnings Yield | 4.1% | 3.3% | 3.7% | 10.6% | 12.6% | 7.5% | 9.2% | 11.6% | 3.1% | 3.5% | 1.8% | 4.0% | |
| Payout Ratio | 24.4% | 35.9% | 50.0% | 26.7% | 16.1% | 30.4% | 32.6% | 20.5% | 45.1% | 47.9% | 107.6% | 44.6% | |
| Annual Payout | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $998M | $1.40B | $1.30B | $1.05B | $838M | $699M | $980M | $738M | $693M | $585M | $788M | $574M | $504M | $576M | $835M | $581M | |
| Operating Expenses | $844M | $1.06B | $976M | $823M | $683M | $584M | $763M | $612M | $581M | $497M | $666M | $493M | $442M | $465M | $621M | $447M | |
| Interest Expense | $8M | $9M | $9M | $7M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Pretax Income | $148M | $332M | $313M | $217M | $151M | $112M | $214M | $123M | $110M | $86M | $120M | $78M | $59M | $108M | $211M | $132M | |
| Income Tax | $41M | $9M | $91M | $60M | $44M | $-42M | $59M | $35M | $28M | $-7M | $28M | $20M | $17M | $16M | $58M | $41M | |
| Net Income | $95M | $301M | $204M | $145M | $97M | $146M | $140M | $78M | $74M | $86M | $83M | $52M | $37M | $83M | $140M | $82M | |
| EPS (Basic) | $2.47 | $7.73 | $5.27 | $3.73 | $2.51 | $3.78 | $3.66 | $2.05 | $1.92 | $2.23 | $2.19 | $1.38 | $0.97 | $2.17 | $3.61 | $2.11 | |
| EPS (Diluted) | $2.32 | $7.20 | $4.80 | $3.41 | $2.36 | $3.48 | $3.32 | $1.86 | $1.81 | $2.09 | $2.06 | $1.30 | $0.95 | $2.06 | $3.46 | $2.03 | |
| Shares (Basic) | 38,631,000 | 38,969,000 | -77,442,000 | 38,721,000 | 38,715,000 | 38,718,000 | -76,869,000 | 38,294,000 | 38,502,000 | 38,438,000 | -76,443,000 | 37,823,000 | 38,211,000 | 38,510,000 | -78,900,000 | 39,114,000 | |
| Shares (Diluted) | 41,134,000 | 41,850,000 | -83,559,000 | 42,419,000 | 41,213,000 | 42,058,000 | -82,329,000 | 42,038,000 | 40,857,000 | 41,080,000 | -79,628,000 | 40,000,000 | 39,288,000 | 40,439,000 | -82,306,000 | 40,527,000 | |
| EBITDA | · | $14M | · | · | · | $3M | · | · | · | $2M | · | · | · | $5M | · | · |
Balance general 25
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.26B | $986M | $1.43B | $852M | $617M | $553M | $873M | $533M | $632M | $570M | $597M | $493M | $521M | $579M | $663M | $473M | |
| Short-term Investments | $1.15B | $1.04B | $1.58B | $1.57B | $1.12B | $811M | $1.52B | $1.29B | $1.06B | $865M | · | $1.14B | $962M | $803M | · | $1.31B | |
| Other Current Assets | $155M | $168M | $232M | $162M | $183M | $175M | $140M | $212M | $166M | $126M | · | $141M | $154M | $113M | · | $109M | |
| Current Assets | $3.20B | $2.81B | $3.86B | $3.14B | $2.44B | $2.05B | $2.99B | $2.48B | $2.24B | $1.92B | · | $2.13B | $1.98B | $1.81B | · | $2.22B | |
| PP&E (Net) | $189M | $187M | $190M | $189M | $183M | $161M | $145M | $137M | $135M | $133M | · | $142M | $143M | $142M | · | $146M | |
| PP&E (Gross) | · | · | $360M | · | · | · | $296M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $182M | $176M | $170M | $167M | $162M | $155M | $151M | $233M | $225M | $219M | · | $206M | $202M | $194M | · | $178M | |
| Goodwill | $228M | $227M | $231M | $129M | $129M | $126M | $124M | $128M | $125M | $125M | $125M | $124M | $125M | $124M | $123M | $120M | |
| Intangibles | $22M | $26M | $30M | · | · | · | $0 | · | · | · | · | · | · | · | · | $62.0K | |
| Other Non-current Assets | $285M | $290M | $278M | $208M | $194M | $193M | $174M | $159M | $136M | $142M | · | $134M | $122M | $119M | · | $102M | |
| Total Assets | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | $3.70B | $3.23B | $3.05B | $2.75B | $3.62B | $3.15B | |
| Accounts Payable | $43M | $39M | $45M | $37M | $40M | $41M | $29M | $36M | $36M | $30M | · | $29M | $34M | $29M | · | $33M | |
| Short-term Debt | $0 | $0 | $48M | $48M | $86M | $86M | $38M | $38M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.30B | $1.02B | $1.78B | $1.16B | $864M | $629M | $1.23B | $832M | $621M | $393M | · | $563M | $462M | $343M | · | $749M | |
| Capital Leases | $488M | $497M | $508M | $483M | $492M | $500M | $494M | $431M | $423M | $428M | · | $438M | $421M | $289M | · | $277M | |
| Deferred Tax | $0 | $4M | $5M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $136M | $108M | $142M | $93M | $66M | $48M | $119M | $130M | $114M | $108M | · | $136M | $128M | $115M | · | $97M | |
| Total Liabilities | $2.52B | $2.23B | $3.04B | $2.34B | $1.77B | $1.52B | $2.23B | $1.79B | $1.59B | $1.36B | · | $1.57B | $1.45B | $1.18B | · | $1.56B | |
| Total Debt | $0 | $0 | · | $48M | $86M | $86M | · | $38M | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $4.27B | $4.14B | $4.02B | $3.82B | $3.71B | $3.60B | $3.51B | $3.42B | $3.33B | $3.25B | · | $3.09B | $3.01B | $2.93B | · | $2.81B | |
| Retained Earnings | $2.90B | $2.85B | $2.58B | $2.41B | $2.31B | $2.25B | $2.13B | $2.03B | $1.98B | $1.95B | · | $1.84B | $1.82B | $1.82B | · | $1.66B | |
| Treasury Stock | $5.30B | $5.18B | $4.56B | $4.41B | $4.35B | $4.31B | $3.90B | $3.87B | $3.77B | $3.72B | · | $3.45B | $3.41B | $3.35B | · | $3.01B | |
| AOCI | $-22M | $-23M | $-13M | $-15M | $-11M | $-28M | $-36M | $-20M | $-31M | $-30M | · | $-28M | $-20M | $-26M | · | $-51M | |
| Stockholders' Equity | $1.86B | $1.78B | $2.03B | $1.81B | $1.66B | $1.51B | $1.71B | $1.56B | $1.52B | $1.44B | · | $1.45B | $1.41B | $1.38B | · | $1.41B | |
| Liabilities + Equity | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | · | $3.23B | $3.05B | $2.75B | · | $3.15B |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $14M | $25M | $157.0K | $1M | $3M | $24M | $-664.0K | $-832.0K | $2M | $17M | $952.0K | $822.0K | $5M | $6M | $7M | |
| Stock-based Comp | $220M | $196M | $167M | $179M | $181M | $148M | $137M | $144M | $149M | $139M | $122M | $121M | $142M | $130M | $110M | $119M | |
| Other Non-cash | · | $-737M | · | · | · | $-847M | · | · | · | $-508M | · | · | · | $-604M | · | · | |
| Operating Cash Flow | $526M | $-226M | $807M | $561M | $438M | $-550M | $686M | $234M | $348M | $-281M | $416M | $248M | $179M | $-385M | $374M | $326M | |
| CapEx | $11M | $3M | $9M | $19M | $26M | $20M | $13M | $8M | $8M | $1M | $1M | $6M | $8M | $5M | $4M | $8M | |
| Investing Cash Flow | $-90M | $525M | $-10M | $-454M | $-314M | $680M | $-247M | $-205M | $-193M | $577M | $-275M | $-190M | $-151M | $631M | $-105M | $-197M | |
| Dividends Paid | $35M | $50M | $32M | $33M | $33M | $46M | $31M | $31M | $31M | $43M | $29M | $29M | $29M | $41M | $28M | $28M | |
| Financing Cash Flow | $-159M | $-731M | $-226M | $133M | $-81M | $-461M | $-78M | $-140M | $-92M | $-319M | $-47M | $-77M | $-96M | $-337M | $-104M | $-70M | |
| Net Change in Cash | $271M | $-440M | $575M | $234M | $65M | $-319M | $340M | $-98M | $62M | $-27M | $104M | $-28M | $-59M | $-84M | $190M | $29M | |
| Taxes Paid | $57M | $43M | · | · | $13M | $27M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-229M | · | · | · | $-569M | · | · | · | $-282M | · | · | · | $-390M | · | · | |
| Levered FCF | · | $-238M | · | · | · | $-575M | · | · | · | $-287M | · | · | · | $-393M | · | · |
Rentabilidad 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.5% | 21.5% | · | 13.8% | 11.6% | 20.9% | · | 10.6% | 10.6% | 14.6% | · | 9.1% | 7.4% | 14.5% | · | 14.2% | |
| Pretax Margin | 14.8% | 23.7% | · | 20.8% | 18.0% | 16.0% | · | 16.7% | 15.9% | 14.8% | · | 13.7% | 11.8% | 18.8% | · | 22.8% | |
| EBITDA Margin | · | 0.98% | · | · | · | 0.37% | · | · | · | 0.33% | · | · | · | 0.92% | · | · | |
| ROA | 2.3% | 7.9% | · | 3.6% | 2.8% | 4.7% | · | 2.3% | 2.3% | 3.0% | · | 1.6% | 1.2% | 2.9% | · | 2.6% | |
| ROE | 5.4% | 18.3% | · | 8.6% | 6.1% | 9.9% | · | 5.2% | 5.1% | 6.1% | · | 3.6% | 2.7% | 6.0% | · | 6.3% |
Liquidez y Solvencia 3
| 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 | 2.5 | 2.8 | · | 2.7 | 2.8 | 3.3 | · | 3.0 | 3.6 | 4.9 | · | 3.8 | 4.3 | 5.3 | · | 3.0 | |
| Quick Ratio | 1.9 | 2.0 | · | 2.1 | 2.0 | 2.2 | · | 2.2 | 2.7 | 3.7 | · | 2.9 | 3.2 | 4.0 | · | 2.4 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.0 | · | · | · | · | · | · | · | · |
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 | 0.2 | 0.4 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.28B | $3.98B | · | $3.32B | $2.97B | $2.72B | · | $2.59B | $2.36B | $2.24B | · | $2.24B | $2.30B | $2.52B | · | $2.77B | |
| Net Income TTM | $638M | $689M | · | $466M | $396M | $384M | · | $290M | $249M | $258M | · | $255M | $299M | $419M | · | $496M | |
| P/E | 22.3 | 18.1 | · | 30.4 | 28.4 | 21.6 | · | 35.9 | 33.9 | 30.1 | · | 21.7 | 16.8 | 11.3 | · | 6.9 | |
| Earnings Yield | 4.5% | 5.5% | · | 3.3% | 3.5% | 4.6% | · | 2.8% | 2.9% | 3.3% | · | 4.6% | 6.0% | 8.8% | · | 14.5% | |
| Payout Ratio | · | 16.5% | · | · | · | 31.8% | · | · | · | 50.4% | · | · | · | 49.4% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $3.88B | — | — | $3.00B | — |
| Beneficio neto | $592M | — | — | $378M | — |
| EPS Diluido | $14.05 | — | — | $9.08 | — |
Balance general
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | — | — | 0.0 | — |
| Ratio corriente | 2.2 | — | — | 2.4 | — |
| Ratio Rápido | 1.7 | — | — | 1.9 | — |
Flujo de Efectivo
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.18B | — | — | $958M | — |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 756 declarantes · $7.6B 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 |
|---|---|---|---|---|
| 110 (-11 vs trimestre anterior) | 42 (-28 vs trimestre anterior) | 239 (-30 vs trimestre anterior) | 250 (+68 vs trimestre anterior) | +3.1M |
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 | $667 907 856 | 1 956 150 | 8,82% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $573 690 902 | 1 680 210 | 7,57% | Acciones |
| STATE STREET CORP | $411 817 271 | 1 206 119 | 5,44% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $323 068 191 | 946 009 | 4,26% | Acciones |
| FMR LLC | $298 871 862 | 875 328 | 3,94% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $217 655 708 | 637 464 | 2,87% | Acciones |
| TD Asset Management Inc | $207 974 177 | 609 109 | 2,75% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $185 752 579 | 544 027 | 2,45% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $169 326 169 | 495 919 | 2,23% | Acciones |
| Fisher Asset Management, LLC | $144 728 088 | 423 875 | 1,91% | Acciones |
| NORGES BANK | $142 394 479 | 417 041 | 1,88% | Acciones |
| PRIMECAP MANAGEMENT CO/CA/ | $128 432 656 | 376 150 | 1,70% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118 529 872 | 347 147 | 1,56% | Acciones |
| Point72 Asset Management, L.P. | $117 633 250 | 344 521 | 1,55% | Acciones |
| Capital International Investors | $110 881 616 | 324 747 | 1,46% | Acciones |
| Artemis Investment Management LLP | $107 813 777 | 315 762 | 1,42% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105 882 317 | 310 105 | 1,40% | Acciones |
| Paralel Advisors LLC | $102 432 000 | 300 000 | 1,35% | Acciones |
| Stephens Investment Management Group LLC | $96 570 158 | 282 832 | 1,27% | Acciones |
| Qube Research & Technologies Ltd | $85 392 437 | 250 095 | 1,13% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $83 007 137 | 243 109 | 1,10% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $81 771 458 | 239 490 | 1,08% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $74 163 500 | 217 208 | 0,98% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $67 581 902 | 197 932 | 0,89% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $67 481 519 | 197 638 | 0,89% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $66 491 001 | 194 737 | 0,88% | Acciones |
| Azora Capital LP | $63 517 400 | 186 028 | 0,84% | Acciones |
| Quantinno Capital Management LP | $63 156 481 | 184 970 | 0,83% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $53 326 099 | 156 180 | 0,70% | Acciones |
| TimesSquare Capital Management, LLC | $49 542 511 | 165 966 | 0,65% | Acciones |
| ROYCE & ASSOCIATES LP | $47 550 983 | 139 266 | 0,63% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $45 775 154 | 134 065 | 0,60% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41 469 000 | 121 454 | 0,55% | Acciones |
| Global Alpha Capital Management Ltd. | $40 331 234 | 118 121 | 0,53% | Acciones |
| JANUS HENDERSON GROUP PLC | $38 171 709 | 127 872 | 0,50% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $37 593 263 | 110 102 | 0,50% | Acciones |
| GOLDMAN SACHS GROUP INC | $37 366 511 | 109 438 | 0,49% | Acciones |
| BRAUN STACEY ASSOCIATES INC | $36 833 904 | 107 878 | 0,49% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $35 605 022 | 104 279 | 0,47% | Acciones |
| Holocene Advisors, LP | $35 085 692 | 102 758 | 0,46% | Acciones |
| Alyeska Investment Group, L.P. | $34 149 463 | 100 016 | 0,45% | Acciones |
| RHUMBLINE ADVISERS | $34 075 321 | 99 799 | 0,45% | Acciones |
| WCM INVESTMENT MANAGEMENT, LLC | $33 433 178 | 99 887 | 0,44% | Acciones |
| Retirement Systems of Alabama | $31 815 721 | 93 181 | 0,42% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $31 275 904 | 91 600 | 0,41% | Acciones |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29 823 077 | 87 345 | 0,39% | Acciones |
| Walleye Trading LLC | $28 134 656 | 82 400 | 0,37% | Opción de compra |
| Ceredex Value Advisors LLC | $27 981 008 | 81 950 | 0,37% | Acciones |
| MARSICO CAPITAL MANAGEMENT LLC | $27 287 543 | 79 919 | 0,36% | Acciones |
| ProShare Advisors LLC | $25 884 567 | 75 810 | 0,34% | Acciones |
| Swiss National Bank | $25 785 549 | 75 520 | 0,34% | Acciones |
| TD Waterhouse Canada Inc. | $25 505 862 | 74 739 | 0,34% | Acciones |
| BlackRock, Inc. | $25 405 868 | 74 408 | 0,34% | Acciones |
| Interval Partners, LP | $25 317 435 | 74 149 | 0,33% | Acciones |
| California Public Employees Retirement System | $25 205 101 | 73 820 | 0,33% | Acciones |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $25 127 252 | 73 592 | 0,33% | Acciones |
| Boston Trust Walden Corp | $24 945 265 | 73 059 | 0,33% | Acciones |
| AMERIPRISE FINANCIAL INC | $24 263 751 | 71 063 | 0,32% | Acciones |
| Woodline Partners LP | $24 042 156 | 70 414 | 0,32% | Acciones |
| BANK OF AMERICA CORP /DE/ | $23 940 749 | 70 117 | 0,32% | Acciones |
| Longaeva Partners L.P. | $23 192 312 | 67 925 | 0,31% | Acciones |
| JANE STREET GROUP, LLC | $21 510 720 | 63 000 | 0,28% | Opción de compra |
| Driehaus Capital Management LLC | $21 460 187 | 62 852 | 0,28% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $21 275 126 | 62 310 | 0,28% | Acciones |
| Mariner, LLC | $20 760 128 | 60 803 | 0,27% | Acciones |
| Balyasny Asset Management L.P. | $20 075 648 | 58 797 | 0,26% | Acciones |
| COOKSON PEIRCE & CO INC | $19 588 755 | 57 371 | 0,26% | Acciones |
| MACQUARIE GROUP LTD | $19 393 792 | 56 800 | 0,26% | Acciones |
| STRS OHIO | $19 282 483 | 56 474 | 0,25% | Acciones |
| MORGAN STANLEY | $19 044 460 | 55 776 | 0,25% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $18 111 796 | 60 674 | 0,24% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $17 862 434 | 52 315 | 0,24% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $17 440 072 | 51 078 | 0,23% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $16 719 315 | 48 967 | 0,22% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $16 690 270 | 48 882 | 0,22% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $15 842 448 | 46 399 | 0,21% | Acciones |
| Empire Life Investments Inc. | $15 510 936 | 45 428 | 0,20% | Acciones |
| UBS Group AG | $15 454 940 | 45 264 | 0,20% | Acciones |
| Jain Global LLC | $15 399 285 | 45 101 | 0,20% | Acciones |
| Engineers Gate Manager LP | $14 401 939 | 42 180 | 0,19% | Acciones |
| Cresset Asset Management, LLC | $14 078 420 | 41 232 | 0,19% | Acciones |
| CITADEL ADVISORS LLC | $13 623 456 | 39 900 | 0,18% | Opción de venta |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13 392 950 | 44 866 | 0,18% | Acciones |
| Morse Asset Management, Inc | $13 179 925 | 38 601 | 0,17% | Acciones |
| Ensign Peak Advisors, Inc | $13 149 537 | 38 512 | 0,17% | Acciones |
| Corient Private Wealth LP | $13 033 580 | 38 173 | 0,17% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $12 885 604 | 37 739 | 0,17% | Acciones |
| BARCLAYS PLC | $12 570 797 | 36 817 | 0,17% | Acciones |
| SummitTX Capital, L.P. | $12 566 358 | 36 804 | 0,17% | Acciones |
| Freestone Grove Partners LP | $12 562 260 | 36 792 | 0,17% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $12 330 423 | 36 113 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $12 283 304 | 35 975 | 0,16% | Acciones |
| Caisse de depot et placement du Quebec | $12 189 408 | 35 700 | 0,16% | Acciones |
| VAN ECK ASSOCIATES CORP | $12 178 140 | 35 667 | 0,16% | Acciones |
| Zurich Insurance Group Ltd/FI | $12 126 242 | 35 515 | 0,16% | Acciones |
| Glenmede Investment Management, LP | $12 105 402 | 35 887 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12 086 976 | 35 400 | 0,16% | Opción de compra |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $12 042 247 | 35 269 | 0,16% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $11 992 739 | 35 124 | 0,16% | Acciones |
| Jackson Wealth Management, LLC | $11 823 000 | 39 605 | 0,16% | Acciones |
Informantes de la empresa 34 insiders · 19 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| John S Weinberg | CEO/Chairman | 19 de febrero de 2026 A | 636 890 | 0 | 0 | $0 |
| Ralph Schlosstein | Co-CEO/Co-Chairman | 15 de febrero de 2022 A | 239 674 | 0 | 0 | $0 |
| Ostoa Augusto Arellano | CEO of EVR Mexico | 12 de febrero de 2019 A | 17 046 | 0 | 0 | $0 |
| Andrew Sibbald | CEO EVR Partners International | 12 de febrero de 2019 A | 100 581 | 0 | 0 | $0 |
| Pedro Aspe | CEO of EVR Mexico | 11 de diciembre de 2015 A | 340 763 | 0 | 0 | $0 |
| Austin M Beutner | President, Co-CEO, CIO | 3 de marzo de 2008 A | 447 307 | 0 | 0 | $0 |
| Timothy Gilbert Lalonde | Chief Financial Officer | 11 de junio de 2026 S | 34 800 | 0 | 1 | $-2 678 612 |
| Celeste Mellet | Chief Financial Officer | 6 de julio de 2022 F | 33 495 | 0 | 0 | $0 |
| David E Wezdenko | Chief Financial Officer | 23 de mayo de 2007 C | 5 000 | 0 | 0 | $0 |
| Matthew Lindsey-Clark | Co-Head EMEA IB | 19 de febrero de 2026 A | 27 847 | 0 | 0 | $0 |
| Jason Klurfeld | General Counsel | 19 de febrero de 2026 A | 57 793 | 0 | 1 | $-1 800 000 |
| Paul Pensa | Contr, Prin. Acct.Officer | 19 de febrero de 2026 A | 6 889 | 0 | 1 | $-507 950 |
| Roger C Altman | Founder and Senior Chairman | 19 de febrero de 2026 A | 84 152 | 0 | 0 | $0 |
| Edward S. Hyman | Vice Chair EVR & Chairman EISI | 10 de febrero de 2025 S | 1 643 035 | 0 | 0 | $0 |
| Robert B Walsh | Principal Financial Officer | 1 de junio de 2021 S | 55 558 | 0 | 0 | $0 |
| Adam B Frankel | General Counsel | 24 de noviembre de 2017 S | 58 401 | 0 | 0 | $0 |
| Eduardo G Mestre | Vice Chairman | 13 de febrero de 2012 S | 194 803 | 0 | 0 | $0 |
| Bernard J Taylor | Co-Vice Chairman | 9 de diciembre de 2011 A | 33 269 | 0 | 0 | $0 |
| William Hiltz | Senior Managing Director | 11 de septiembre de 2009 A | 88 096 | 0 | 0 | $0 |
| Sarah K Williamson | Consejero | 10 de junio de 2026 A | 14 072 | 1 | 0 | $580 860 |
| Sir Simon Robertson | Consejero | 10 de junio de 2026 A | 9 715 | 0 | 0 | $0 |
| Pamela G Carlton | Consejero | 10 de junio de 2026 A | 3 845 | 0 | 1 | $-65 877 |
| Gail Block Harris | Consejero | 10 de junio de 2026 A | 40 151 | 0 | 0 | $0 |
| William J Wheeler | Consejero | 10 de junio de 2026 A | 12 642 | 0 | 0 | $0 |
| Wilard J Overlock JR | Consejero | 10 de junio de 2026 A | 15 279 | 0 | 0 | $0 |
| Ellen V Futter | Consejero | 10 de junio de 2026 A | 7 312 | 0 | 0 | $0 |
| Robert B Millard | Consejero | 10 de junio de 2026 A | 53 497 | 0 | 0 | $0 |
| Christine A Varney | Consejero | 10 de junio de 2026 A | 884 | 0 | 0 | $0 |
| Richard I Beattie | Consejero | 5 de diciembre de 2023 S | 17 000 | 0 | 0 | $0 |
| Kendrick R Wilson III | Consejero | 17 de junio de 2021 A | 3 714 | 0 | 0 | $0 |
| Phalle Francois De Saint | Consejero | 15 de junio de 2016 A | 63 090 | 0 | 0 | $0 |
| Curtis A Hessler | Consejero | 15 de junio de 2016 A | 18 090 | 0 | 0 | $0 |
| Anthony N Pritzker | Consejero | 19 de junio de 2013 A | 9 796 | 0 | 0 | $0 |
| Thomas J Gavenda | — | 2 de marzo de 2007 A | 46 803 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Edward S. Hyman ×2 presentaciones | 12 de febrero de 2025 | 4,30% | Enmienda | — | 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 112 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 |
|---|---|---|---|---|
| XMHQ · Invesco Exchange-Traded Fund Trust | 2,06% | 378 720 SH | 8 de agosto de 2026 | Diario |
| REGL · ProShares Trust | 1,51% | 74 553 NS | 31 de mayo de 2026 | N-PORT |
| IAI · iShares Trust | 1,08% | 46 979 SH | 8 de agosto de 2026 | Diario |
| GRPM · Invesco Exchange-Traded Fund Trust | 0,98% | 16 236 SH | 8 de agosto de 2026 | Diario |
| CLSE · Trust for Professional Managers | 0,80% | 14 395 NS | 31 de mayo de 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,68% | 44 155 NS | 31 de mayo de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,57% | 9 188 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,53% | 52 NS | 29 de mayo de 2026 | N-PORT |
| HFGO · Hartford Funds Exchange-Traded Trust | 0,52% | 2 927 NS | 30 de abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,50% | 3 785 NS | 31 de mayo de 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 0,50% | 12 847 NS | 31 de mayo de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,43% | 23 664 SH | 8 de agosto de 2026 | Diario |
| VUSE · ETF Series Solutions | 0,41% | 8 189 NS | 31 de mayo de 2026 | N-PORT |
| IJK · iShares Trust | 0,40% | 141 049 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,40% | 54 081 SH | 8 de agosto de 2026 | Diario |
| XJH · iShares Trust | 0,38% | 5 196 SH | 8 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,36% | 4 437 NS | 30 de abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,36% | 62 492 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,36% | 5 148 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,35% | 11 227 SH | 8 de agosto de 2026 | Diario |
| IJH · iShares Trust | 0,33% | 1 323 152 SH | 8 de agosto de 2026 | Diario |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,32% | 10 676 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,32% | 6 097 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,30% | 1 862 NS | 31 de mayo de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,29% | 12 621 SH | 8 de agosto de 2026 | Diario |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,29% | 5 274 NS | 31 de mayo de 2026 | N-PORT |
| MVV · ProShares Trust | 0,29% | 1 336 NS | 31 de mayo de 2026 | N-PORT |
| IJJ · iShares Trust | 0,26% | 74 270 SH | 8 de agosto de 2026 | Diario |
| GQQQ · EA Series Trust | 0,25% | 1 058 NS | 29 de mayo de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,25% | 640 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,24% | 104 554 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,24% | 17 880 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 15 140 NS | 30 de abril de 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 14 057 NS | 30 de abril de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,20% | 187 NS | 31 de mayo de 2026 | N-PORT |
| IYF · iShares Trust | 0,17% | 24 377 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,17% | 1 592 SH | 8 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,17% | 243 925 SH | 8 de agosto de 2026 | Diario |
| GINN · Goldman Sachs ETF Trust | 0,17% | 1 060 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 2 527 NS | 30 de abril de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,17% | 1 319 NS | 29 de mayo de 2026 | N-PORT |
| ESML · iShares Trust | 0,16% | 15 130 SH | 8 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,16% | 7 156 SH | 8 de agosto de 2026 | Diario |
| IYG · iShares Trust | 0,16% | 11 514 SH | 8 de agosto de 2026 | Diario |
| INFO · Harbor ETF Trust | 0,16% | 3 827 NS | 30 de abril de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,15% | 1 795 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 443 909 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,15% | 842 956 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,15% | 61 309 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,15% | 17 933 SH | 8 de agosto de 2026 | Diario |