EXR Extra Space Storage Inc Common Stock
$148,57
Precio · Ago 18, 2026
Fundamentales a fecha de Jul 31, 2026
Rango 52S
$126–$159
69% of range
Calificación del Analista
HOLD
25 analysts
Precio Objetivo
$160
+8% upside
P/E (TTM)
32.4
ROE
7.1%
Margen de Beneficio Neto
28.8%
Acerca de Extra Space Storage Inc Common Stock Descripción general de la empresa de Wikipedia
Extra Space Storage Inc. is an American real estate investment trust headquartered in Salt Lake City, Utah that invests in self storage facilities. The company rents storage units, including climate controlled units, drive-up units, lockers, boat storage, RV storage and business storage under the brands Extra Space Storage, Life Storage, and Storage Express. As of April 29, 2025 the company owned and/or operated 3,714 locations in 43 states, and Washington, D.C. comprising approximately 2.6 million units 283.4 million square feet of net rentable space. It is the largest owner of self storage units in the United States and the largest self storage property manager.
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Extra Space Storage Inc. is an American real estate investment trust headquartered in Salt Lake City, Utah that invests in self storage facilities. The company rents storage units, including climate controlled units, drive-up units, lockers, boat storage, RV storage and business storage under the brands Extra Space Storage, Life Storage, and Storage Express. As of April 29, 2025 the company owned and/or operated 3,714 locations in 43 states, and Washington, D.C. comprising approximately 2.6 million units 283.4 million square feet of net rentable space. It is the largest owner of self storage units in the United States and the largest self storage property manager.
Extra Space Storage has won NAREIT's Leader in the Light Award for superior and sustained sustainability efforts in 2020, 2021 and 2023. The company has solar installations at many of its properties and was listed on the "Top 25 Corporate Users by Number of Solar Installations" by the Solar Energy Industries Association.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
EXR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$148.57
Capitalización Bursátil
$31.37B
P/E (TTM)
32.4
BPA (TTM)
$4.59
Ingresos (TTM)
$3.38B
Rendimiento div.
4.4%
ROE
7.1%
Deuda/Capital
—
Rango 52S
$126 – $159
EXR 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
$3.38B
2016-12-31
→
2025-12-31
BPA
$4.59
2016-12-31
→
2025-12-31
Flujo de caja libre
$1.29B
2023-12-31
→
2025-12-31
Márgenes
28.8%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
EXR
Mediana de Pares
P/E (TTM)
32.4
31.0
P/S (TTM) (P/V (TTM))
9.3
8.2
P/B (P/C)
2.3
2.6
Price / FCF (Precio / FCF)
24.3
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
EXR
Mediana de Pares
Operating Margin (Margen Operativo)
41.8%
—
Net Profit Margin (Margen de Beneficio Neto)
28.8%
27.7%
ROA
3.4%
3.2%
ROE
7.1%
7.0%
ROIC
10.1%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
EXR
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
EXR
Mediana de Pares
Revenue YoY (Ingresos interanuales)
3.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
20.6%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
20.0%
—
EPS YoY (EPS interanual)
13.9%
—
Net Income YoY (Beneficio Neto interanual)
14.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
EXR
Mediana de Pares
Payout Ratio (Ratio de Pago)
141.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
4.4%
Ratio de Pago
141.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 15 de junio de 2026 | $1,6200 |
| 16 de marzo de 2026 | $1,6200 |
| 15 de diciembre de 2025 | $1,6200 |
| 15 de septiembre de 2025 | $1,6200 |
| 16 de junio de 2025 | $1,6200 |
| 14 de marzo de 2025 | $1,6200 |
| 16 de diciembre de 2024 | $1,6200 |
| 16 de septiembre de 2024 | $1,6200 |
| 14 de junio de 2024 | $1,6200 |
| 14 de marzo de 2024 | $1,6200 |
| 14 de diciembre de 2023 | $1,6200 |
| 14 de septiembre de 2023 | $0,6100 |
| 12 de julio de 2023 | $1,0100 |
| 14 de junio de 2023 | $1,6200 |
| 14 de marzo de 2023 | $1,6200 |
| 13 de diciembre de 2022 | $1,5000 |
| 14 de septiembre de 2022 | $1,5000 |
| 14 de junio de 2022 | $1,5000 |
| 14 de marzo de 2022 | $1,5000 |
| 14 de diciembre de 2021 | $1,2500 |
EXR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
25 analistas
- Compra fuerte 2 8,0%
- Compra 9 36,0%
- Mantener 13 52,0%
- Venta 1 4,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
20 analistas · 2026-08-18
Mediana
$157.50
Ahora
$148.57
Mín
$140.00
Máx
$202.00
Objetivo mediano
$157.50
+6,0%
Objetivo medio
$160.00
+7,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.25 | $1.17 | 0.08% |
| 31 de marzo de 2026 | $1.14 | $1.13 | 0.01% |
| 31 de diciembre de 2025 | $1.36 | $1.18 | 0.18% |
| 30 de septiembre de 2025 | $0.78 | $1.21 | -0.43% |
| 30 de junio de 2025 | $1.18 | $1.17 | 0.01% |
| 31 de marzo de 2025 | $1.28 | $1.04 | 0.24% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EXR | $27.50B | 28.4 | 3.7% | 28.8% | 7.1% | — |
| PSA | — | 28.8 | 2.7% | 37.0% | 18.8% | — |
| PSA | — | 28.8 | 2.7% | 37.0% | 18.8% | — |
| CUBE | $8.19B | 24.7 | 5.3% | 29.5% | 11.8% | — |
| SMA | $1.71B | -45.5 | 18.6% | -3.1% | -1.2% | 61.4% |
| SELF | $58M | 28.3 | 1.4% | 16.0% | 4.3% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.38B | $3.26B | $2.56B | $1.92B | $1.58B | $1.36B | $1.31B | $1.20B | $1.11B | $992M | |
| Cost of Revenue | $918M | $832M | $612M | $435M | $369M | $361M | $336M | $292M | $272M | $250M | |
| SG&A Expense | $186M | $167M | $146M | $129M | $102M | $97M | $89M | $81M | $79M | $82M | |
| Operating Expenses | $1.89B | $1.86B | $1.39B | $888M | $742M | $708M | $675M | $608M | $563M | $542M | |
| Operating Income | $1.41B | $1.32B | $1.17B | $1.05B | $976M | $666M | $635M | $620M | $654M | $458M | |
| Interest Expense | · | · | $419M | $219M | $166M | · | · | $178M | $154M | $133M | |
| Interest Income | $163M | $124M | $85M | $69M | $50M | $15M | $7M | $5M | $7M | $11M | |
| Pretax Income | $941M | $853M | $817M | $901M | $859M | $509M | $451M | $442M | $503M | $331M | |
| Income Tax | $42M | $33M | $22M | $21M | $20M | $14M | $11M | $9M | $4M | $16M | |
| Net Income | $974M | $855M | $803M | $861M | $828M | $482M | $420M | $415M | $479M | $366M | |
| EPS (Basic) | $4.59 | $4.03 | $4.74 | $6.41 | $6.20 | $3.71 | $3.27 | $3.29 | $3.79 | $2.92 | |
| EPS (Diluted) | $4.59 | $4.03 | $4.74 | $6.41 | $6.19 | $3.71 | $3.24 | $3.27 | $3.76 | $2.91 | |
| Shares (Basic) | 211,850,521 | 211,575,240 | 169,216,989 | 134,050,815 | 133,374,938 | 129,541,531 | 128,203,568 | 126,087,487 | 125,967,831 | 125,087,554 | |
| Shares (Diluted) | 211,850,521 | 211,577,680 | 169,220,882 | 141,681,388 | 140,016,028 | 129,584,829 | 136,433,769 | 133,159,033 | 134,155,771 | 125,948,076 | |
| EBITDA | $2.13B | $2.11B | $1.68B | $1.05B | $976M | $666M | $855M | $829M | $735M | $632M |
Balance general 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $139M | $138M | $99M | $93M | $71M | $109M | $66M | $57M | $56M | $44M | |
| PP&E (Net) | $65M | $50M | $49M | $43M | $29M | · | · | · | · | · | |
| Goodwill | $171M | $171M | $171M | $171M | $0 | · | · | · | · | · | |
| Intangibles | $12M | $32M | $66M | $0 | · | · | · | · | · | · | |
| Total Assets | $29.26B | $28.85B | $27.46B | $12.17B | $10.47B | $9.40B | $8.53B | $7.85B | $7.46B | $7.09B | |
| Short-term Debt | · | $500M | · | · | · | · | · | · | · | · | |
| Total Liabilities | $14.94B | $13.99B | $12.04B | $8.09B | $6.69B | $6.46B | $5.61B | $5.06B | $4.74B | $4.50B | |
| Long-term Debt | · | · | · | · | · | · | · | · | $604M | · | |
| Total Debt | · | $500M | · | · | · | · | · | · | · | · | |
| Common Stock | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $-1.45B | $-899M | $-379M | $-136M | $-128M | $-355M | $-301M | $-263M | $-253M | $-339M | |
| AOCI | $-420.0K | $13M | $17M | $49M | $-43M | $-99M | $-29M | $35M | $33M | $17M | |
| Stockholders' Equity | $13.43B | $13.95B | $14.39B | $3.26B | $3.12B | $2.55B | $2.54B | $2.41B | $2.35B | $2.24B | |
| Liabilities + Equity | $29.26B | $28.85B | $27.46B | $12.17B | $10.47B | $9.40B | $8.53B | $7.85B | $7.46B | $7.09B | |
| Shares Outstanding | 211,155,322 | 211,995,510 | 211,278,803 | 133,921,020 | 133,922,305 | 131,357,961 | 129,534,407 | 127,103,750 | 126,007,091 | 125,881,460 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $715M | $783M | $506M | $288M | $242M | · | $220M | $209M | $193M | $183M | |
| Stock-based Comp | $36M | $29M | $26M | $21M | $17M | $16M | $13M | $11M | $10M | $8M | |
| Deferred Tax | $4M | $-1M | $-3M | $2M | $904.0K | $655.0K | $2M | $4M | $2M | $-836.0K | |
| Amort. of Intangibles | $21M | $115M | $60M | $14M | $5M | $2M | $7M | $9M | $14M | $21M | |
| Other Non-cash | $122M | $228M | $70M | · | · | · | $53M | $39M | $-87M | $-17M | |
| Operating Cash Flow | $1.85B | $1.89B | $1.40B | $1.24B | $952M | $771M | $708M | $678M | $597M | $539M | |
| CapEx | $562M | $479M | $136M | $1.19B | · | · | · | · | · | · | |
| Investing Cash Flow | $-814M | $-1.65B | $-1.82B | $-1.65B | $-838M | $-955M | $-622M | $-444M | $-353M | $-1.05B | |
| Stock Issued | · | · | $0 | $0 | $273M | $103M | $199M | $90M | $0 | $123M | |
| Stock Repurchased | $150M | $0 | $0 | $63M | $0 | $68M | $0 | $0 | · | · | |
| Net Stock Activity | $-150M | $0 | $0 | $-63M | $273M | $36M | $199M | $90M | $0 | $123M | |
| Dividends Paid | $1.37B | $1.38B | $1.05B | $805M | $601M | $468M | $458M | $425M | $393M | $368M | |
| Financing Cash Flow | $-1.04B | $-202M | $423M | $432M | $-167M | $241M | $-88M | $-247M | $-216M | $461M | |
| Net Change in Cash | $-123.0K | $38M | $7M | $22M | $-52M | $57M | $-2M | $-13M | $28M | $-32M | |
| Taxes Paid | $35M | $34M | $23M | $19M | $26M | $5M | $10M | $730.0K | $6M | · | |
| Free Cash Flow | $1.29B | $1.41B | $1.27B | · | · | · | · | · | · | · | |
| Levered FCF | · | · | $859M | · | · | · | · | · | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 41.8% | 40.6% | 45.7% | 54.6% | 61.9% | 49.1% | 48.5% | 51.8% | · | · | |
| Net Margin | 28.8% | 26.2% | 31.4% | 44.7% | 52.5% | 35.5% | 32.1% | 34.7% | · | · | |
| Pretax Margin | 27.9% | 26.2% | 31.9% | 46.8% | 54.5% | 37.5% | 34.5% | 36.9% | · | · | |
| EBITDA Margin | 63.0% | 64.7% | 65.5% | 54.6% | 61.9% | 49.1% | 65.3% | 69.3% | · | · | |
| ROA | 3.4% | 3.0% | 4.0% | 7.6% | 8.3% | 5.4% | 5.1% | 5.4% | 6.6% | 5.6% | |
| ROE | 7.1% | 6.0% | 9.1% | 27.0% | 29.2% | 18.9% | 17.0% | 17.4% | 20.8% | 16.9% | |
| ROIC | 10.1% | 8.8% | 7.9% | 31.5% | 30.6% | 25.4% | 24.4% | 25.1% | 22.9% | 19.1% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 0.0 | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | 2.8 | · | · | · | · | 3.5 | 3.5 | 3.4 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.7% | 27.2% | 33.1% | 22.0% | 16.3% | · | · | · | · | · | |
| Revenue CAGR 3Y | 20.6% | 27.3% | 23.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 20.0% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 13.9% | -15.0% | -26.1% | 3.5% | 66.8% | · | · | · | · | · | |
| EPS CAGR 3Y | -10.5% | -13.3% | 8.5% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 14.0% | 6.4% | -6.7% | 4.0% | 71.8% | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.2% | 1.1% | 18.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.1% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 24.1% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.38B | $3.26B | $2.56B | $1.92B | $1.58B | $1.36B | $1.31B | $1.20B | $1.11B | $992M | |
| Net Income TTM | $974M | $855M | $803M | $861M | $828M | $482M | $420M | $415M | $479M | $366M | |
| Market Cap | $27.50B | $31.71B | $33.87B | $19.71B | $30.36B | $15.22B | $13.68B | $11.50B | $11.02B | $9.72B | |
| Enterprise Value | · | $32.08B | · | · | · | · | · | · | · | · | |
| P/E | 28.4 | 37.1 | 33.8 | 23.0 | 36.6 | 31.2 | 32.6 | 27.7 | 23.3 | 26.5 | |
| P/S | 8.1 | 9.7 | 13.2 | 10.2 | 19.2 | 11.2 | 10.5 | 9.6 | 10.0 | 9.8 | |
| P/B | 2.0 | 2.3 | 2.4 | 6.0 | 9.7 | 6.0 | 5.4 | 4.8 | 4.7 | 4.3 | |
| P / Tangible Book | 2.1 | 2.3 | 2.4 | 6.4 | 9.7 | 6.0 | · | · | · | · | |
| P / Cash Flow | 14.9 | 16.8 | 24.2 | 15.9 | 31.9 | 19.7 | 19.3 | 17.0 | 18.4 | 18.0 | |
| P / FCF | 21.3 | 22.5 | 26.7 | · | · | · | · | · | · | · | |
| EV / EBITDA | · | 15.2 | · | · | · | · | · | · | · | · | |
| EV / FCF | · | 22.8 | · | · | · | · | · | · | · | · | |
| EV / Revenue | · | 9.8 | · | · | · | · | · | · | · | · | |
| Dividend Yield | 5.0% | 4.3% | 3.1% | 4.1% | 2.0% | 3.1% | 3.4% | 3.7% | 3.6% | 3.8% | |
| Earnings Yield | 3.5% | 2.7% | 3.0% | 4.4% | 2.7% | 3.2% | 3.1% | 3.6% | 4.3% | 3.8% | |
| Payout Ratio | 141.1% | 160.9% | 130.3% | 93.6% | 72.6% | 97.1% | 109.1% | 102.3% | 82.0% | 100.5% | |
| Annual Payout | $1.37B | $1.38B | $1.05B | $805M | $601M | $468M | $458M | $425M | $393M | $368M |
Estado de resultados 15
| 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 | $874M | $856M | $857M | $858M | $842M | $820M | $822M | $825M | $811M | $800M | $798M | $748M | $511M | $503M | $507M | $499M | |
| Cost of Revenue | $232M | $238M | $231M | $235M | $228M | $224M | $221M | $209M | $197M | $205M | $195M | $185M | $115M | $117M | $113M | $115M | |
| SG&A Expense | $47M | $47M | $52M | $43M | $45M | $46M | $44M | $40M | $40M | $44M | $39M | $37M | $35M | $35M | $36M | $32M | |
| Operating Expenses | $482M | $488M | $481M | $474M | $467M | $467M | $480M | $461M | $451M | $464M | $464M | $448M | $238M | $240M | $237M | $229M | |
| Operating Income | $392M | $368M | $371M | $279M | $374M | $389M | $380M | $303M | $305M | $336M | $333M | $300M | $273M | $264M | $270M | $270M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $133M | · | $123M | $86M | $80M | · | $56M | |
| Interest Income | $39M | $40M | $39M | $44M | $42M | $39M | $35M | $35M | $31M | $24M | $22M | $22M | $21M | $19M | $17M | $18M | |
| Pretax Income | $272M | $247M | $248M | $161M | $258M | $274M | $265M | $184M | $188M | $216M | $215M | $191M | $208M | $203M | $214M | $232M | |
| Income Tax | $12M | $11M | $9M | $12M | $12M | $9M | $6M | $11M | $10M | $7M | $4M | $7M | $6M | $4M | $5M | $7M | |
| Net Income | $263M | $241M | $287M | $166M | $250M | $271M | $262M | $193M | $186M | $213M | $216M | $188M | $202M | $196M | $204M | $221M | |
| EPS (Basic) | $1.25 | $1.14 | $1.35 | $0.78 | $1.18 | $1.28 | $1.23 | $0.91 | $0.88 | $1.01 | $0.82 | $0.96 | $1.50 | $1.46 | $1.51 | $1.65 | |
| EPS (Diluted) | $1.25 | $1.14 | $1.35 | $0.78 | $1.18 | $1.28 | $1.23 | $0.91 | $0.88 | $1.01 | $0.82 | $0.96 | $1.50 | $1.46 | $1.52 | $1.65 | |
| Shares (Basic) | 210,962,128 | 210,896,947 | -423,904,870 | 211,963,870 | 211,940,903 | 211,850,618 | -422,990,686 | 211,698,436 | 211,584,155 | 211,283,335 | -295,450,960 | 195,324,444 | 134,832,232 | 134,511,273 | -268,235,552 | 133,913,652 | |
| Shares (Diluted) | 220,362,955 | 220,322,872 | -433,448,082 | 221,304,958 | 211,940,903 | 212,052,742 | -440,327,072 | 220,298,870 | 211,587,105 | 220,018,777 | -312,577,339 | 195,328,020 | 143,529,817 | 142,940,384 | -284,142,598 | 141,504,215 | |
| EBITDA | $578M | $553M | · | $457M | $551M | $569M | · | $498M | $500M | · | · | $452M | $352M | $342M | · | $341M |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $695M | $139M | $139M | $112M | $125M | $120M | $138M | $89M | $77M | $51M | $99M | $216M | $51M | $48M | $93M | $87M | |
| PP&E (Net) | $61M | $62M | $65M | $52M | $50M | $50M | $50M | $50M | $48M | $49M | · | $46M | $43M | $44M | · | $43M | |
| Goodwill | $171M | $171M | $171M | $171M | $171M | $171M | $171M | $171M | $171M | $171M | · | $171M | $171M | $171M | · | $171M | |
| Intangibles | $2M | $7M | $12M | $17M | $22M | $26M | $32M | $39M | $47M | $57M | · | $76M | · | · | · | · | |
| Total Assets | $29.66B | $29.10B | $29.26B | $29.23B | $29.37B | $28.99B | $28.85B | $28.06B | $27.76B | $27.48B | · | $27.63B | $12.37B | $12.13B | · | $11.84B | |
| Total Liabilities | $15.48B | $14.89B | $14.94B | $14.74B | $14.69B | $14.22B | $13.99B | $13.10B | $12.63B | $12.19B | · | $12.06B | $8.33B | $8.10B | · | $7.77B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $1M | $1M | · | $1M | |
| Retained Earnings | $-1.63B | $-1.55B | $-1.45B | $-1.25B | $-1.08B | $-973M | $-899M | $-818M | $-668M | $-510M | · | $-253M | $-176M | $-160M | · | $-139M | |
| AOCI | $-181.0K | $314.0K | $-420.0K | $1M | $3M | $6M | $13M | $3M | $27M | $28M | · | $45M | $47M | $35M | · | $49M | |
| Stockholders' Equity | $13.26B | $13.33B | $13.43B | $13.62B | $13.79B | $13.89B | $13.95B | $14.01B | $14.17B | $14.30B | · | $14.54B | $3.26B | $3.25B | · | $3.25B | |
| Liabilities + Equity | $29.66B | $29.10B | $29.26B | $29.23B | $29.37B | $28.99B | $28.85B | $28.06B | $27.76B | $27.48B | · | $27.63B | $12.37B | $12.13B | · | $11.84B | |
| Shares Outstanding | 211,273,076 | 211,197,111 | 211,155,322 | 212,247,389 | 212,252,547 | 212,225,353 | 211,995,510 | 211,981,742 | 211,927,348 | 211,658,812 | · | 211,276,086 | 135,058,897 | 135,007,280 | · | 133,918,037 |
Flujo de Efectivo 15
| 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 | $186M | $186M | $180M | $177M | $177M | $180M | $196M | $195M | $195M | $197M | $196M | $152M | $79M | $78M | $80M | $71M | |
| Stock-based Comp | $9M | $8M | $13M | $7M | $9M | $7M | $15M | $8M | $280.0K | $6M | $7M | $7M | $7M | $5M | $6M | $6M | |
| Other Non-cash | · | $55M | · | · | · | $23M | · | · | · | · | · | · | · | $1M | · | · | |
| Operating Cash Flow | $586M | $490M | $368M | $457M | $544M | $481M | $408M | $468M | $545M | $466M | $365M | $408M | $348M | $282M | $290M | $308M | |
| CapEx | $87M | $12M | $251M | $13M | $162M | $117M | $258M | $158M | $28M | $35M | · | $19M | $33M | $13M | · | $639M | |
| Investing Cash Flow | $-128M | $-48M | $-117M | $-83M | $-272M | $-342M | $-769M | $-113M | $-483M | $-282M | $-182M | $-1.28B | $-271M | $-86M | $-406M | $-672M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $0 | $1M | $141M | $0 | $9M | $0 | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | |
| Net Stock Activity | · | $-1M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $342M | $343M | $342M | $344M | $344M | $344M | $344M | $343M | $343M | $344M | $342M | $265M | $219M | $220M | $201M | $201M | |
| Financing Cash Flow | $98M | $-442M | $-224M | $-386M | $-266M | $-160M | $410M | $-343M | $-36M | $-233M | $-300M | $1.04B | $-74M | $-243M | $119M | $389M | |
| Net Change in Cash | $557M | $225.0K | $27M | $-12M | $6M | $-20M | $49M | $13M | $26M | $-50M | $-118M | $170M | $2M | $-47M | $3M | $24M | |
| Taxes Paid | · | · | $2M | $9M | $23M | $1M | $3M | $9M | $20M | $2M | $3M | $18M | $10M | $2M | $4M | $5M | |
| Free Cash Flow | · | $477M | · | · | · | $345M | · | · | · | · | · | · | · | $269M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | $190M | · | · |
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 | 44.9% | 42.9% | · | 32.5% | 44.4% | 47.4% | · | 36.7% | 37.6% | · | · | 40.1% | 53.4% | 52.4% | · | 54.1% | |
| Net Margin | 30.1% | 28.1% | · | 19.3% | 29.7% | 33.0% | · | 23.4% | 22.9% | · | · | 25.2% | 39.6% | 39.0% | · | 44.2% | |
| Pretax Margin | 31.1% | 28.9% | · | 18.8% | 30.7% | 33.4% | · | 22.3% | 23.2% | · | · | 25.5% | 40.7% | 40.3% | · | 46.5% | |
| EBITDA Margin | 66.1% | 64.6% | · | 53.2% | 65.5% | 69.4% | · | 60.4% | 61.6% | · | · | 60.4% | 68.9% | 68.0% | · | 68.4% | |
| ROA | 0.89% | 0.83% | · | 0.58% | 0.87% | 0.96% | · | 0.69% | 0.93% | · | · | 0.95% | 1.7% | 1.7% | · | 2.1% | |
| ROE | 1.9% | 1.8% | · | 1.2% | 1.8% | 1.9% | · | 1.4% | 2.1% | · | · | 2.1% | 6.3% | 6.1% | · | 7.1% | |
| ROIC | 2.8% | 2.6% | · | 1.9% | 2.6% | 2.7% | · | 2.0% | 2.0% | · | · | 2.0% | 8.2% | 7.9% | · | 8.1% |
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 | · | · | · | · | · | · | · | · | · | · | · | 2.4 | 3.2 | 3.3 | · | 4.8 |
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 |
Valoración (TTM) 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 TTM | $3.43B | $3.38B | · | $3.34B | $3.30B | $3.26B | · | $3.18B | $2.87B | $2.56B | · | $2.26B | $1.99B | $1.92B | · | $1.83B | |
| Net Income TTM | $920M | $928M | · | $880M | $900M | $863M | · | $781M | $790M | $800M | · | $808M | $852M | $853M | · | $845M | |
| Market Cap | $30.70B | $27.69B | · | $29.91B | $31.29B | $31.51B | · | $38.20B | $32.94B | · | · | $25.69B | $20.10B | $22.00B | · | $23.13B | |
| P/E | 33.4 | 29.9 | · | 34.0 | 34.7 | 36.4 | · | 47.9 | 35.7 | 29.8 | · | 21.8 | 23.5 | 25.7 | · | 27.5 | |
| P/S | 8.9 | 8.2 | · | 8.9 | 9.5 | 9.7 | · | 12.0 | 11.5 | · | · | 11.4 | 10.1 | 11.5 | · | 12.6 | |
| P/B | 2.3 | 2.1 | · | 2.2 | 2.3 | 2.3 | · | 2.7 | 2.3 | · | · | 1.8 | 6.2 | 6.8 | · | 7.1 | |
| P / Tangible Book | 2.3 | 2.1 | · | 2.2 | 2.3 | 2.3 | · | 2.8 | 2.4 | 2.2 | · | 1.8 | 6.5 | 7.1 | · | 7.5 | |
| P / Cash Flow | · | 56.5 | · | · | · | 65.5 | · | · | · | · | · | · | · | 78.1 | · | · | |
| P / FCF | · | 58.0 | · | · | · | 91.2 | · | · | · | · | · | · | · | 81.9 | · | · | |
| Earnings Yield | 3.0% | 3.3% | · | 2.9% | 2.9% | 2.8% | · | 2.1% | 2.8% | 3.4% | · | 4.6% | 4.3% | 3.9% | · | 3.6% | |
| Payout Ratio | · | 142.2% | · | · | · | 127.1% | · | · | · | · | · | · | · | 112.1% | · | · |
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 | $3.38B | $3.26B | $2.56B | $1.92B | $1.58B |
| Margen Operativo % | 41.8% | 40.6% | 45.7% | 54.6% | 61.9% |
| Beneficio neto | $974M | $855M | $803M | $861M | $828M |
| EPS Diluido | $4.59 | $4.03 | $4.74 | $6.41 | $6.19 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | 0.0 | — | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.29B | $1.41B | $1.27B | — | — |
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Propietarios institucionales (13F) 855 declarantes · $18.5B 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 |
|---|---|---|---|---|
| 113 (+2 vs trimestre anterior) | 63 (-2 vs trimestre anterior) | 273 (+3 vs trimestre anterior) | 252 (+17 vs trimestre anterior) | +43.6M |
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 | $2 704 971 492 | 18 616 459 | 14,66% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $2 006 220 887 | 13 807 439 | 10,87% | Acciones |
| STATE STREET CORP | $1 970 044 965 | 13 558 465 | 10,67% | Acciones |
| NORGES BANK | $1 351 388 513 | 9 300 678 | 7,32% | Acciones |
| Capital Research Global Investors | $915 406 128 | 6 300 111 | 4,96% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $860 840 606 | 5 924 574 | 4,66% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $786 086 419 | 5 432 581 | 4,26% | Acciones |
| Capital World Investors | $602 881 643 | 4 149 130 | 3,27% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $440 175 406 | 3 029 425 | 2,39% | Acciones |
| FMR LLC | $409 057 388 | 2 815 260 | 2,22% | Acciones |
| APG Asset Management US Inc. | $404 774 866 | 2 748 149 | 2,19% | Acciones |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $352 280 722 | 2 424 506 | 1,91% | Acciones |
| Resolution Capital Ltd | $273 448 207 | 1 881 956 | 1,48% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $265 426 527 | 2 024 148 | 1,44% | Acciones |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $213 196 511 | 1 467 285 | 1,16% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $205 614 030 | 1 415 100 | 1,11% | Acciones |
| CITADEL ADVISORS LLC | $198 682 929 | 1 367 398 | 1,08% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $172 399 758 | 1 186 509 | 0,93% | Acciones |
| Alyeska Investment Group, L.P. | $118 548 817 | 815 890 | 0,64% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $102 138 199 | 702 947 | 0,55% | Acciones |
| BlackRock, Inc. | $96 746 988 | 665 843 | 0,52% | Acciones |
| Point72 Asset Management, L.P. | $91 644 633 | 630 727 | 0,50% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $88 413 888 | 608 492 | 0,48% | Acciones |
| Swiss National Bank | $86 559 133 | 595 727 | 0,47% | Acciones |
| Balyasny Asset Management L.P. | $86 540 535 | 595 599 | 0,47% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $77 772 842 | 535 257 | 0,42% | Acciones |
| Vanguard Global Advisers, LLC | $66 223 672 | 455 772 | 0,36% | Acciones |
| Nuveen Asset Management, LLC | $66 017 732 | 441 295 | 0,36% | Acciones |
| Woodline Partners LP | $62 483 359 | 430 030 | 0,34% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $61 863 364 | 425 763 | 0,34% | Acciones |
| NOMURA ASSET MANAGEMENT CO LTD | $60 585 160 | 416 966 | 0,33% | Acciones |
| VANGUARD GROUP INC | $60 103 041 | 461 550 | 0,33% | Acciones |
| GOLDMAN SACHS GROUP INC | $59 648 177 | 410 517 | 0,32% | Acciones |
| Legal & General Group Plc | $58 536 723 | 402 868 | 0,32% | Acciones |
| RHUMBLINE ADVISERS | $57 018 089 | 392 417 | 0,31% | Acciones |
| Pictet Asset Management Holding SA | $55 117 230 | 379 334 | 0,30% | Acciones |
| California Public Employees Retirement System | $54 506 389 | 375 130 | 0,30% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $53 443 229 | 367 813 | 0,29% | Acciones |
| National Pension Service | $52 430 343 | 360 842 | 0,28% | Acciones |
| Asset Management One Co., Ltd. | $50 924 204 | 388 349 | 0,28% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $50 116 641 | 344 895 | 0,27% | Acciones |
| Heitman Real Estate Securities LLC | $48 193 831 | 331 685 | 0,26% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $43 541 906 | 299 669 | 0,24% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $43 491 487 | 299 322 | 0,24% | Acciones |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $42 431 814 | 292 029 | 0,23% | Acciones |
| Apollo Management Holdings, L.P. | $41 629 903 | 286 510 | 0,23% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $38 577 397 | 294 192 | 0,21% | Acciones |
| AXA Investment Managers S.A. | $37 712 725 | 267 580 | 0,20% | Acciones |
| Vanguard Investments Australia, Ltd. | $35 853 937 | 246 758 | 0,19% | Acciones |
| BARCLAYS PLC | $35 417 893 | 243 757 | 0,19% | Acciones |
| Daiwa Securities Group Inc. | $35 088 352 | 241 489 | 0,19% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $33 236 358 | 228 743 | 0,18% | Acciones |
| Focus Partners Wealth | $33 065 953 | 227 570 | 0,18% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $32 151 849 | 221 279 | 0,17% | Acciones |
| State of New Jersey Common Pension Fund D | $31 338 595 | 215 682 | 0,17% | Acciones |
| BANK OF AMERICA CORP /DE/ | $30 570 539 | 210 396 | 0,17% | Acciones |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $29 521 473 | 203 176 | 0,16% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $29 472 000 | 202 834 | 0,16% | Acciones |
| PRUDENTIAL FINANCIAL INC | $28 545 347 | 196 458 | 0,15% | Acciones |
| State of Tennessee, Department of Treasury | $27 788 335 | 191 248 | 0,15% | Acciones |
| NATIONAL BANK OF CANADA /FI/ | $27 675 291 | 190 470 | 0,15% | Acciones |
| Adelante Capital Management LLC | $27 550 276 | 189 610 | 0,15% | Acciones |
| Qube Research & Technologies Ltd | $27 446 008 | 188 892 | 0,15% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $27 359 990 | 188 300 | 0,15% | Acciones |
| MACQUARIE GROUP LTD | $26 105 615 | 179 667 | 0,14% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $25 995 187 | 178 907 | 0,14% | Acciones |
| Allianz Asset Management GmbH | $25 686 570 | 176 783 | 0,14% | Acciones |
| AVIVA PLC | $25 490 124 | 175 431 | 0,14% | Acciones |
| Hudson Bay Capital Management LP | $25 470 799 | 175 298 | 0,14% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $24 660 171 | 169 719 | 0,13% | Acciones |
| Retirement Systems of Alabama | $23 647 139 | 162 747 | 0,13% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $23 179 854 | 159 531 | 0,13% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $22 199 145 | 152 781 | 0,12% | Acciones |
| JANE STREET GROUP, LLC | $22 012 950 | 151 500 | 0,12% | Opción de compra |
| Gradient Investments LLC | $21 845 931 | 150 351 | 0,12% | Acciones |
| Ensign Peak Advisors, Inc | $21 842 077 | 150 324 | 0,12% | Acciones |
| Swedbank AB | $21 406 904 | 147 329 | 0,12% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $21 349 365 | 146 933 | 0,12% | Acciones |
| CIBC Bancorp USA Inc. | $20 983 500 | 144 415 | 0,11% | Acciones |
| Hazelview Securities Inc. | $20 952 999 | 140 304 | 0,11% | Acciones |
| Nuveen, LLC | $20 154 999 | 138 713 | 0,11% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $20 143 085 | 138 631 | 0,11% | Acciones |
| CIBC WORLD MARKETS CORP | $19 909 987 | 152 895 | 0,11% | Acciones |
| Ceredex Value Advisors LLC | $19 891 570 | 136 900 | 0,11% | Acciones |
| MARSHALL WACE, LLP | $19 153 882 | 131 823 | 0,10% | Acciones |
| Public Sector Pension Investment Board | $18 932 154 | 130 297 | 0,10% | Acciones |
| MORGAN STANLEY | $18 913 058 | 130 165 | 0,10% | Acciones |
| APG Asset Management N.V. | $18 799 530 | 147 925 | 0,10% | Acciones |
| Quantinno Capital Management LP | $18 661 441 | 128 433 | 0,10% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $18 297 774 | 125 931 | 0,10% | Acciones |
| Resona Asset Management Co.,Ltd. | $18 286 558 | 123 854 | 0,10% | Acciones |
| FIRST TRUST ADVISORS LP | $18 094 772 | 124 534 | 0,10% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $18 049 747 | 124 224 | 0,10% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $17 280 820 | 118 932 | 0,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $17 042 382 | 117 291 | 0,09% | Acciones |
| Aberdeen Group plc | $17 025 237 | 117 173 | 0,09% | Acciones |
| LPL Financial LLC | $16 689 877 | 114 865 | 0,09% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $16 379 088 | 112 726 | 0,09% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $16 366 961 | 125 687 | 0,09% | Acciones |
| Robeco Institutional Asset Management B.V. | $16 288 566 | 112 103 | 0,09% | Acciones |
Informantes de la empresa 27 insiders · 9 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jeffrey Jay Norman | Executive VP and CFO | 1 de julio de 2026 F | 15 818 | 0 | 0 | $0 |
| Scott P Stubbs | Executive VP and CFO | 7 de marzo de 2022 F | 145 890 | 0 | 0 | $0 |
| Kent Christensen | Executive VP & CFO | 31 de octubre de 2011 G | 310 144 | 0 | 0 | $0 |
| William N Springer | President | 1 de julio de 2026 F | 27 794 | 0 | 0 | $0 |
| Zachary T Dickens | EVP, Chief Investment Officer | 1 de julio de 2026 F | 33 712 | 0 | 0 | $0 |
| Gwyn Goodson Mcneal | EVP/Chief Legal Officer | 11 de junio de 2026 S | 37 374 | 0 | 1 | $-495 000 |
| James Overturf | EVP/Chief Marketing Officer | 17 de junio de 2020 S | 55 447 | 0 | 0 | $0 |
| Charles Allen | Executive VP | 31 de julio de 2015 G | 213 947 | 0 | 0 | $0 |
| Richard Tanner | Senior VP Development | 16 de diciembre de 2009 S | 646 247 | 0 | 0 | $0 |
| Kenneth M. Woolley | Consejero | 7 de marzo de 2022 P | 400 883 | 0 | 0 | $0 |
| Diane Olmstead | Consejero | 15 de noviembre de 2021 G | 5 535 | 0 | 0 | $0 |
| Ploeg Julia Vander | Consejero | 26 de mayo de 2021 A | 1 392 | 0 | 0 | $0 |
| Joseph J Bonner | Consejero | 26 de mayo de 2021 A | 3 439 | 0 | 0 | $0 |
| Dennis J Letham | Consejero | 26 de mayo de 2021 A | 9 126 | 0 | 0 | $0 |
| Roger B Porter | Consejero | 26 de mayo de 2021 A | 129 865 | 0 | 0 | $0 |
| Gary L Crittenden | Consejero | 26 de mayo de 2021 A | 2 309 | 0 | 0 | $0 |
| Spencer Kirk | Consejero | 19 de noviembre de 2020 S | 207 210 | 0 | 0 | $0 |
| Ashley Dreier | Consejero | 11 de noviembre de 2020 D | 3 124 | 0 | 0 | $0 |
| Fred K Skousen | Consejero | 21 de mayo de 2018 S | 29 047 | 0 | 0 | $0 |
| Karl Haas | Consejero | 16 de noviembre de 2016 G | 58 881 | 0 | 0 | $0 |
| Gary B Sabin | Consejero | 3 de julio de 2015 A | 1 135 | 0 | 0 | $0 |
| Hugh Horne | Consejero | 21 de mayo de 2013 A | 9 980 | 0 | 0 | $0 |
| Anthony Fanticola | Consejero | 21 de mayo de 2013 A | 31 314 | 0 | 0 | $0 |
| Joseph D Margolis | — | 4 de agosto de 2026 G | 79 998 | 0 | 1 | $-1 060 575 |
| Matthew T Herrington | — | 1 de marzo de 2026 F | 23 720 | 0 | 0 | $0 |
| Samrat Sondhi | — | 1 de marzo de 2026 F | 109 244 | 0 | 0 | $0 |
| Grace Kunde | — | 1 de marzo de 2026 F | 14 922 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 162 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 |
|---|---|---|---|---|
| INDS · Pacer Funds Trust | 14,56% | 115 593 NS | 30 de abril de 2026 | N-PORT |
| REZ · iShares Trust | 5,60% | 323 683 SH | 8 de agosto de 2026 | Diario |
| HAUS · Tidal Trust I | 4,22% | 2 532 NS | 30 de abril de 2026 | N-PORT |
| RNTY · Tidal Trust II | 3,81% | 1 354 NS | 30 de abril de 2026 | N-PORT |
| SRHR · Elevation Series Trust | 3,47% | 12 270 NS | 30 de abril de 2026 | N-PORT |
| ICF · iShares Trust | 3,27% | 460 213 SH | 8 de agosto de 2026 | Diario |
| RSPR · Invesco Exchange-Traded Fund Trust | 3,25% | 21 736 | 8 de agosto de 2026 | Diario |
| VGSR · Manager Directed Portfolios | 2,94% | 103 013 NS | 31 de marzo de 2026 | N-PORT |
| USRT · iShares Trust | 2,55% | 788 234 SH | 8 de agosto de 2026 | Diario |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 2,47% | 210 588 NS | 31 de mayo de 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 2,35% | 276 024 NS | 30 de abril de 2026 | N-PORT |
| IYR · iShares Trust | 2,29% | 693 955 SH | 8 de agosto de 2026 | Diario |
| URE · ProShares Trust | 2,26% | 8 747 NS | 31 de mayo de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 2,17% | 1 501 507 NS | 31 de mayo de 2026 | N-PORT |
| LPRE · Exchange Listed Funds Trust | 2,17% | 23 485 NS | 31 de mayo de 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 2,12% | 6 941 NS | 30 de abril de 2026 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trust … | 2,04% | 467 781 | 8 de agosto de 2026 | Diario |
| FREL · FIDELITY COVINGTON TRUST | 1,99% | 200 253 NS | 30 de abril de 2026 | N-PORT |
| COMT · iShares U.S. ETF Trust | 1,89% | 22 455 000 SH | 8 de agosto de 2026 | Diario |
| HOMZ · ETF Series Solutions | 1,76% | 4 137 NS | 31 de mayo de 2026 | N-PORT |
| REET · iShares Trust | 1,69% | 574 237 SH | 8 de agosto de 2026 | Diario |
| IRET · Tidal Trust II | 1,64% | 303 NS | 30 de abril de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 1,63% | 8 038 628 SH | 8 de agosto de 2026 | Diario |
| ERET · iShares Trust | 1,60% | 1 506 SH | 8 de agosto de 2026 | Diario |
| AVRE · AMERICAN CENTURY ETF TRUST | 1,56% | 88 087 NS | 31 de mayo de 2026 | N-PORT |
| DFGR · Dimensional ETF Trust | 1,54% | 376 203 NS | 30 de abril de 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 1,53% | 19 638 | 8 de agosto de 2026 | Diario |
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,12% | 36 787 NS | 31 de mayo de 2026 | N-PORT |
| LRGC · AB Active ETFs, Inc. | 0,70% | 61 023 NS | 31 de mayo de 2026 | N-PORT |
| PPTY · ETF Series Solutions | 0,70% | 1 189 NS | 31 de mayo de 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,67% | 1 618 537 SH | 8 de agosto de 2026 | Diario |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0,66% | 61 302 | 8 de agosto de 2026 | Diario |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,61% | 1 442 NS | 31 de mayo de 2026 | N-PORT |
| FEGE · RBB Fund Trust | 0,56% | 74 444 NS | 31 de mayo de 2026 | N-PORT |
| CAPE · DoubleLine ETF Trust | 0,55% | 11 022 NS | 31 de marzo de 2026 | N-PORT |
| IQRA · New York Life Investments Active ET… | 0,55% | 265 NS | 30 de abril de 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 0,54% | 561 NS | 30 de abril de 2026 | N-PORT |
| VUSB · VANGUARD BOND INDEX FUNDS | 0,50% | 41 309 000 PA | 8 de agosto de 2026 | Diario |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,38% | 34 419 NS | 30 de abril de 2026 | N-PORT |
| LOWV · AB Active ETFs, Inc. | 0,31% | 4 458 NS | 31 de mayo de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,30% | 4 578 375 SH | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,30% | 316 278 SH | 8 de agosto de 2026 | Diario |
| IMCV · iShares Trust | 0,28% | 21 196 SH | 8 de agosto de 2026 | Diario |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,27% | 28 105 NS | 30 de abril de 2026 | N-PORT |
| IWR · iShares Trust | 0,22% | 853 460 SH | 8 de agosto de 2026 | Diario |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,22% | 5 815 000 | 8 de agosto de 2026 | Diario |
| IMCB · iShares Trust | 0,21% | 23 568 SH | 8 de agosto de 2026 | Diario |
| SPXD · DBX ETF Trust | 0,20% | 93 NS | 31 de mayo de 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0,19% | 23 926 NS | 31 de mayo de 2026 | N-PORT |
| SIZE · iShares Trust | 0,19% | 5 654 SH | 8 de agosto de 2026 | Diario |