FCN FTI Consulting, Inc. Common Stock
Acerca de FTI Consulting, Inc. Common Stock Descripción general de la empresa de Wikipedia
FTI Consulting is a business consultancy firm founded in 1982 and headquartered in Washington, D.C., United States. The company specializes in corporate finance and restructuring, economic consulting, forensic and litigation consulting, strategic communications, technology and strategy consulting. FTI Consulting employs more than 7,700 staff in 31 countries and is one of the largest financial consulting firms worldwide.
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FTI Consulting (earlier Forensics Technologies International) is a business consultancy firm founded in 1982 and headquartered in Washington, D.C., United States. The company specializes in corporate finance and restructuring, economic consulting, forensic and litigation consulting, strategic communications, technology and strategy consulting. FTI Consulting employs more than 7,700 staff in 31 countries and is one of the largest financial consulting firms worldwide.
The firm was involved in the Lehman Brothers and General Motors bankruptcies, the investigation into the Bernard Madoff fraud, Bush v. Gore, the Major League Baseball steroid investigation, and public relations works for fossil fuel industry clients.
As of January 2020, FTI Consulting had the largest restructuring business in the US. As of December 31, 2023, FTI's clients include 98 of the world's top 100 law firms as ranked by The American Lawyer Global 100 list, 83 out of the Fortune 100 companies, 64 of the top 100 private equity firms on the Private Equity International 300 list and 38 out of the world's top 50 bank holding companies. In addition, FTI also serves a range of federal, state and local government agencies.
History and acquisitions
Forensic Technologies International was founded in 1982 by two engineers, Joseph Reynolds and Daniel Luczak, to provide expert witnesses for litigation and visual presentations to demonstrate complex technical issues for juries. Luczak later served as FTI's chairman from 1992 to 1998. The company went public in May 1996, raising $11.1 million and debuting at $8.50 a share. It was one of the first litigation support companies to be publicly traded.
Forensic Technologies International rebranded itself as FTI Consulting in 1998, and in 1999 began trading on the New York Stock Exchange as FCN. After 1998, FTI's business focused increasingly on "financial surgery on troubled companies, either through bankruptcy proceedings or in workout situations with creditors."
The company added over 1,000 employees to its Forensic and Litigation Consulting ("FLC") division since the passing of the 2002 Sarbanes-Oxley Act, which excluded auditors from providing consulting work to their public clients. FTI Consulting purchased PricewaterhouseCoopers' U.S. Business Recovery Services Division ("BRS") for $250 million in 2002, which at the time was the largest provider of bankruptcy, turnaround, and business restructuring services in the United States. The company purchased KPMG's Dispute Advisory Services in 2003. The company purchased Chicago-based Compass Lexecon in 2003, maintaining the name as a subsidiary.
FTI acquired Ringtail Solutions Group in 2005. Ringtail's signature product, the Ringtail Discovery Software Suite, provides e-discovery and document management tools to assist corporations and law firms during litigation engagements. FTI acquired Attenex Corporation in 2008 and merged Attenex Patterns with Ringtail Discovery Software Suite to form Ringtail 8 E-discovery Software.
In 2006, the company acquired the London-based communications consultancy Financial Dynamics ("FD"). FD is now referred to as the Strategic Communications Division of FTI. In 2007, FTI expanded into Latin America and reported US$1 billion in annual revenue for the first time.
In 2008, FTI purchased the Schonbraun McCann Group, a real estate consulting firm based in New York, and Forensic Accounting, a forensic accounting practice based in the UK.
In 2010, FS Asia Advisory Limited was acquired in Hong Kong, expanding FTI's activities in Asia. In January 2014, FTI Consulting acquired London-based TLG Partners, which produced a series of annual thought leader indexes. In the same month, Steven H. Gunby was named the firm's new president and chief executive officer.
In 2012, FTI Consulting acquired KordaMentha partner, KordaMentha (Qld), starting its financial advisory business in Australia. In 2016, it acted as liquidator of Queensland Nickel and pressed payments to creditors by owner Clive Palmer who, while working to return the operation to profitability after acquiring it, allegedly drained the company to fuel mostly his political career despite a fall in the nickel price at the time. In 2025, it acted as liquidator of Mosaic Brands, as well as logistics giant XL Express.
In 2015, The Deal named FTI Consulting the world's top restructuring adviser to distressed companies.
In 2017, the company acquired the CDG Group, a leading restructuring advisory, turnaround management, value enhancement, and transaction advisory firm in New York.
In 2019, FTI Consulting acquired Andersch AG, a leading German restructuring and advisory firm, as part of its strategic expansion in Europe.
Criticism and controversies
In 2020, the New York Times reported on FTI consulting's work for the fossil fuel industry. Reporting found that FTI had helped to design, staff and run organizations and websites funded by energy companies that were made to appear to represent grass-roots support for fossil-fuel initiatives.
In 2023, the company was hired by Johnny & Associates to manage a press conference addressing sexual abuse by its late founder Johnny Kitagawa. The Japanese public broadcaster NHK reported that the consulting firm had a 'blacklist' of journalists to avoid calling on during the event. FTI admitted the existence of the 'blacklist' as well as a list of reporters who should preferably be given a chance to ask a question. The firm also admitted the lists were given to the conference modulator. Their concern about some reporters who would spend long periods talking about their own opinions or ask thoughtless questions (or remarks) that could be unnecessarily stressful and painful to the victims watching the press conference was given as a reason to prepare the list. FTI told the press that their press conference policy was confirmed with the talent agency. On whether it is a good system to prepare such lists, Akihiro Nojiri, Senior Managing Director of Strategic Communications at FTI Consulting Japan Office, said, "Well, I don't think I am in a position to judge whether it is good or not."
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
FCN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
FCN 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
FCN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 25,0%
- Compra 2 25,0%
- Mantener 4 50,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-17Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $2.16 | $2.28 | -0.12% |
| 31 de marzo de 2026 | $1.90 | $2.09 | -0.19% |
| 31 de diciembre de 2025 | $1.78 | $1.48 | 0.30% |
| 30 de septiembre de 2025 | $2.60 | $2.01 | 0.59% |
| 30 de junio de 2025 | $2.13 | $1.92 | 0.21% |
| 31 de marzo de 2025 | $2.29 | $1.81 | 0.48% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FCN | $5.27B | 20.7 | 2.4% | 7.1% | 14.9% | 32.1% |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| ANDG | — | — | 14.6% | -0.28% | 3.5% | — |
| PSN | $3.47B | 28.1 | -5.7% | 3.8% | 9.5% | — |
| KBR | $5.12B | 12.6 | 0.99% | 5.3% | 28.1% | 14.8% |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| EXPO | — | 33.9 | 4.2% | 18.2% | 25.9% | — |
| CBZ | $2.74B | 27.6 | 52.1% | 4.2% | — | 12.9% |
| HURN | — | 29.6 | 11.7% | 6.2% | 20.9% | — |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.79B | $3.70B | $3.49B | $3.03B | $2.78B | $2.46B | $2.35B | $2.03B | $1.81B | $1.81B | $1.78B | $1.76B | |
| Cost of Revenue | $2.57B | $2.52B | $2.35B | $2.07B | $1.92B | $1.67B | $1.53B | $1.33B | $1.22B | $1.21B | $1.17B | $1.14B | |
| Gross Profit | $1.22B | $1.18B | $1.14B | $963M | · | · | · | · | · | · | · | · | |
| SG&A Expense | $800M | $822M | $751M | $641M | $538M | $488M | $504M | $466M | $432M | $437M | $433M | $434M | |
| Operating Expenses | $3.40B | $3.35B | $3.11B | $2.73B | $2.46B | $2.18B | $2.05B | $1.80B | $1.70B | $1.67B | $1.61B | $1.61B | |
| Operating Income | $389M | $347M | $378M | $304M | $312M | $283M | $306M | $226M | $109M | $142M | $165M | $147M | |
| Interest Expense | · | · | $14M | $10M | $20M | $20M | $19M | $27M | $25M | $25M | $43M | $51M | |
| Other Non-op | $529.0K | $1M | $-736.0K | $-758.0K | $274.0K | $-48.0K | $356.0K | $-732.0K | $-139.0K | $1M | $-824.0K | $2M | |
| Pretax Income | $371M | $351M | $358M | $298M | $298M | $262M | $288M | $208M | $87M | $128M | $105M | $101M | |
| Income Tax | $100M | $71M | $83M | $62M | $63M | $52M | $72M | $57M | $-21M | $42M | $39M | $43M | |
| Net Income | $271M | $280M | $275M | $236M | $235M | $211M | $217M | $151M | $108M | $86M | $66M | $59M | |
| EPS (Basic) | $8.33 | $7.96 | $8.10 | $6.99 | $7.02 | $5.92 | $5.89 | $4.06 | $2.79 | $2.09 | $1.62 | $1.48 | |
| EPS (Diluted) | $8.24 | $7.81 | $7.71 | $6.58 | $6.65 | $5.67 | $5.69 | $3.93 | $2.75 | $2.05 | $1.58 | $1.44 | |
| Shares (Basic) | 32,531,000 | 35,208,000 | 33,924,000 | 33,693,000 | 33,489,000 | 35,602,000 | 36,774,000 | 37,098,000 | 38,697,000 | 40,943,000 | 40,846,000 | 39,726,000 | |
| Shares (Diluted) | 32,881,000 | 35,845,000 | 35,646,000 | 35,783,000 | 35,337,000 | 37,149,000 | 38,111,000 | 38,318,000 | 39,192,000 | 41,709,000 | 41,729,000 | 40,729,000 | |
| EBITDA | $389M | $347M | $378M | $304M | $312M | $283M | $306M | $226M | $109M | $142M | $165M | $147M |
Balance general 29
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $265M | $660M | $303M | $492M | $494M | $295M | $369M | $312M | $190M | $216M | $150M | $284M | |
| Short-term Investments | · | $0 | $25M | $0 | · | · | · | · | · | · | · | · | |
| Receivables | $1.04B | $1.02B | $1.10B | $896M | $754M | $711M | $693M | $555M | $523M | $475M | $500M | $485M | |
| Prepaid Expense | $127M | $94M | $119M | $95M | $91M | $88M | $81M | $69M | $56M | $60M | $56M | $61M | |
| Other Current Assets | · | · | · | · | · | · | · | · | $81M | $92M | $92M | $88M | |
| Current Assets | $1.52B | $1.82B | $1.56B | $1.51B | $1.37B | $1.13B | $1.18B | $965M | $794M | $783M | $742M | $857M | |
| PP&E (Net) | $169M | $150M | $160M | $153M | $142M | $102M | $94M | $85M | $75M | $62M | $75M | $82M | |
| PP&E (Gross) | $349M | $343M | $336M | $320M | $290M | $246M | $261M | $233M | $213M | $202M | $235M | $222M | |
| Accum. Depreciation | $179M | $193M | $177M | $167M | $148M | $145M | $167M | $148M | $138M | $140M | $160M | $140M | |
| Goodwill | $1.24B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.20B | $1.17B | $1.20B | $1.18B | $1.20B | $1.21B | |
| Intangibles | $14M | $17M | $18M | $26M | $32M | $42M | $38M | $35M | $44M | $52M | $64M | $77M | |
| Other Non-current Assets | $95M | $76M | $74M | $64M | $54M | $52M | $41M | $38M | $41M | $44M | $44M | $42M | |
| Total Assets | $3.49B | $3.60B | $3.33B | $3.24B | $3.10B | $2.78B | $2.78B | $2.38B | $2.26B | $2.23B | $2.23B | $2.39B | |
| Accounts Payable | $206M | $26M | $22M | $20M | $16M | $13M | $18M | $18M | $14M | $16M | $10M | $9M | |
| Accrued Liabilities | $98M | $83M | $75M | $65M | $62M | $65M | $47M | $52M | $46M | $43M | $46M | $53M | |
| Current Liabilities | $975M | $932M | $893M | $769M | $718M | $670M | $613M | $483M | $410M | $378M | $347M | $367M | |
| Capital Leases | $225M | $208M | $224M | $222M | $236M | $162M | $176M | $0 | · | · | · | · | |
| Deferred Tax | $100M | $112M | $141M | $162M | $171M | $158M | $151M | $155M | $124M | $174M | $140M | $135M | |
| Other Non-current Liabilities | $92M | $87M | $87M | $91M | $96M | $101M | $78M | $127M | $134M | $100M | $100M | $99M | |
| Total Liabilities | $1.76B | $1.34B | $1.34B | $1.56B | $1.52B | $1.38B | $1.29B | $1.03B | $1.07B | $1.02B | $1.08B | $1.29B | |
| Long-term Debt | $365M | $0 | $0 | $315M | $297M | $286M | $276M | $266M | $396M | $366M | $500M | $711M | |
| Total Debt | $365M | · | $0 | $315M | $297M | $286M | $276M | $266M | $396M | $366M | $495M | $711M | |
| Common Stock | $309.0K | $359.0K | $355.0K | $340.0K | $343.0K | $345.0K | $374.0K | $381.0K | $377.0K | $420.0K | $412.0K | $412.0K | |
| Paid-in Capital | · | · | · | $0 | $35M | $35M | $35M | $35M | · | · | · | $393M | |
| Retained Earnings | $1.86B | $2.39B | $2.11B | $1.86B | $1.70B | $1.51B | $1.41B | $1.20B | $1.05B | $941M | $855M | $789M | |
| AOCI | $-130M | $-177M | $-150M | $-177M | $-129M | $-106M | $-141M | $-148M | $-120M | $-151M | $-109M | $-80M | |
| Stockholders' Equity | $1.73B | $2.26B | $1.98B | $1.68B | $1.58B | $1.40B | $1.49B | $1.35B | $1.19B | $1.21B | $1.15B | $1.10B | |
| Liabilities + Equity | $3.49B | $3.60B | $3.33B | $3.24B | $3.10B | $2.78B | $2.78B | $2.38B | $2.26B | $2.23B | $2.23B | $2.39B | |
| Shares Outstanding | 30,864,000 | 35,913,000 | 35,521,000 | 34,026,000 | 34,333,000 | 34,481,000 | 37,390,000 | 38,147,000 | 37,729,000 | 42,037,000 | 41,234,000 | 41,181,000 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $46M | $44M | $41M | $36M | $34M | $33M | $30M | $32M | $31M | $39M | $31M | $35M | |
| Stock-based Comp | $39M | $38M | $30M | $25M | $23M | $23M | $18M | $16M | $16M | $17M | $18M | $23M | |
| Deferred Tax | $24M | $-17M | $-2M | $-10M | $6M | $-10M | $-4M | $21M | $-52M | $30M | $3M | $24M | |
| Amort. of Intangibles | $3M | $4M | $6M | $10M | $11M | $10M | $8M | $8M | $11M | $10M | $12M | $16M | |
| Restructuring | $25M | $8M | $0 | $8M | $0 | $7M | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $152M | $395M | $224M | $189M | $355M | $327M | $218M | $231M | $148M | $233M | $140M | $135M | |
| CapEx | $59M | $35M | $49M | $53M | $69M | $35M | $42M | $32M | $32M | $29M | $31M | $39M | |
| Investing Cash Flow | $-59M | $-10M | $-74M | $-60M | $-79M | $-60M | $-61M | $19M | $-41M | $-30M | · | · | |
| Net Debt Issued | · | · | · | · | · | $0 | $0 | $-300M | $0 | · | $-426M | · | |
| Stock Repurchased | $859M | $10M | $21M | $85M | $46M | $354M | $106M | $56M | $168M | $21M | $27M | $4M | |
| Net Stock Activity | $-859M | $-10M | $-21M | $-85M | $-46M | $-354M | $-106M | $-56M | $-168M | $-21M | $-27M | $-4M | |
| Financing Cash Flow | $-510M | $-15M | $-355M | $-106M | $-62M | $-360M | $-103M | $-118M | $-141M | $-125M | · | · | |
| Net Change in Cash | $-395M | $357M | $-188M | $-3M | $200M | $-74M | $57M | $122M | $-26M | $66M | $-134M | $78M | |
| Taxes Paid | $144M | $117M | $80M | $77M | $48M | $83M | $51M | $46M | $5M | $20M | $21M | $27M | |
| Free Cash Flow | $94M | $360M | $175M | $135M | $287M | $292M | $176M | $198M | $116M | $205M | $109M | $96M | |
| Levered FCF | · | · | $164M | $128M | $271M | $276M | $161M | $179M | $84M | $188M | $82M | $67M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 32.1% | 32.0% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 10.3% | 9.4% | 10.8% | 10.0% | 11.2% | 11.5% | 13.0% | 11.1% | 6.0% | 7.8% | 9.2% | 8.4% | |
| Net Margin | 7.1% | 7.6% | 7.9% | 7.8% | 8.5% | 8.6% | 9.2% | 7.4% | 6.0% | 4.7% | 3.7% | 3.4% | |
| Pretax Margin | 9.8% | 9.5% | 10.3% | 9.8% | 10.7% | 10.7% | 12.3% | 10.2% | 4.8% | 7.1% | 5.9% | 5.8% | |
| EBITDA Margin | 10.3% | 9.4% | 10.8% | 10.0% | 11.2% | 11.5% | 13.0% | 11.1% | 6.0% | 7.8% | 9.2% | 8.4% | |
| ROA | 7.6% | 8.1% | 8.4% | 7.4% | 8.0% | 7.6% | 8.4% | 6.5% | 4.8% | 3.8% | 2.9% | 2.5% | |
| ROE | 14.9% | 12.4% | 14.3% | 14.2% | 15.0% | 14.7% | 14.7% | 11.2% | 9.0% | 7.3% | 5.9% | 5.5% | |
| ROIC | 13.5% | 12.3% | 14.6% | 12.0% | 13.1% | 13.5% | 13.0% | 10.2% | 8.5% | 6.0% | 6.3% | 4.7% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 2.0 | 1.7 | 2.0 | 1.9 | 1.7 | 1.9 | 2.0 | 1.9 | 2.1 | 2.1 | 2.4 | |
| Quick Ratio | 1.3 | 1.8 | 1.6 | 1.8 | 1.7 | 1.5 | 1.7 | 1.8 | 1.7 | 1.8 | 1.9 | 2.1 | |
| Debt / Equity | 0.2 | · | 0.0 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | 0.6 | |
| LT Debt / Equity | 0.2 | · | 0.0 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | 0.6 | |
| Interest Coverage | · | · | 26.3 | 30.2 | 15.4 | 14.3 | 15.9 | 8.3 | 4.3 | 5.7 | 3.8 | 2.9 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.1 | 1.1 | 1.0 | 0.9 | 0.9 | 0.9 | 0.9 | 0.8 | 0.8 | 0.8 | 0.7 | |
| Receivables Turnover | 3.7 | 3.5 | 3.5 | 3.7 | 3.8 | 3.5 | 3.8 | 3.8 | 3.6 | 3.7 | 3.6 | 3.7 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.4% | 6.0% | 15.2% | 9.1% | 12.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.8% | 10.0% | 12.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 5.5% | 1.3% | 17.2% | -1.1% | 17.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 7.8% | 5.5% | 10.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -3.3% | 1.9% | 16.7% | 0.23% | 11.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.8% | 6.0% | 9.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.79B | $3.70B | $3.49B | $3.03B | $2.78B | $2.46B | $2.35B | $2.03B | $1.81B | $1.81B | $1.78B | $1.76B | |
| Net Income TTM | $271M | $280M | $275M | $236M | $235M | $211M | $217M | $151M | $108M | $86M | $66M | $59M | |
| Market Cap | $5.27B | $6.86B | $7.07B | $5.40B | $5.27B | $3.85B | $4.14B | $2.54B | $1.62B | $1.90B | $1.43B | · | |
| Enterprise Value | $5.37B | · | $6.75B | $5.23B | $5.07B | $3.84B | $4.04B | $2.50B | $1.83B | $2.04B | $1.77B | · | |
| P/E | 20.7 | 24.5 | 25.8 | 24.1 | 23.1 | 19.7 | 19.4 | 17.0 | 15.6 | 22.0 | 21.9 | 26.8 | |
| P/S | 1.4 | 1.9 | 2.0 | 1.8 | 1.9 | 1.6 | 1.8 | 1.3 | 0.9 | 1.0 | 0.8 | · | |
| P/B | 3.0 | 3.0 | 3.6 | 3.2 | 3.3 | 2.8 | 2.8 | 1.9 | 1.4 | 1.6 | 1.2 | · | |
| P / Tangible Book | 11.0 | 6.8 | 9.7 | 12.6 | 16.5 | 31.1 | · | · | · | · | · | · | |
| P / Cash Flow | 34.7 | 17.4 | 31.5 | 28.6 | 14.8 | 11.8 | 19.0 | 11.0 | 11.0 | 8.1 | 10.2 | · | |
| P / FCF | 56.3 | 19.1 | 40.4 | 39.9 | 18.4 | 13.2 | 23.5 | 12.8 | 14.0 | 9.3 | 13.2 | · | |
| EV / EBITDA | 13.8 | · | 17.9 | 17.2 | 16.2 | 13.6 | 13.2 | 11.0 | 16.8 | 14.4 | 10.8 | · | |
| EV / FCF | 57.4 | · | 38.5 | 38.6 | 17.7 | 13.2 | 23.0 | 12.6 | 15.8 | 10.0 | 16.3 | · | |
| EV / Revenue | 1.4 | · | 1.9 | 1.7 | 1.8 | 1.6 | 1.7 | 1.2 | 1.0 | 1.1 | 1.0 | · | |
| Earnings Yield | 4.8% | 4.1% | 3.9% | 4.1% | 4.3% | 5.1% | 5.1% | 5.9% | 6.4% | 4.5% | 4.6% | 3.7% |
Estado de resultados 16
| 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 | $993M | $983M | $991M | $956M | $944M | $898M | $895M | $926M | $949M | $929M | $925M | $893M | $865M | $807M | $774M | $776M | |
| Cost of Revenue | $677M | $677M | $683M | $638M | $641M | $609M | $625M | $628M | $638M | $626M | $614M | $599M | $588M | $554M | $526M | $527M | |
| Gross Profit | $316M | $307M | $308M | $318M | $303M | $289M | $270M | $298M | $311M | $303M | · | · | · | · | · | · | |
| SG&A Expense | $231M | $222M | $214M | $199M | $202M | $184M | $208M | $206M | $206M | $202M | $195M | $186M | $186M | $184M | $165M | $159M | |
| Operating Expenses | $908M | $899M | $897M | $838M | $844M | $820M | $842M | $835M | $845M | $829M | $810M | $786M | $776M | $740M | $702M | $688M | |
| Operating Income | $85M | $84M | $93M | $118M | $99M | $79M | $53M | $91M | $104M | $100M | $115M | $107M | $89M | $67M | $73M | $88M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $2M | · | $4M | $3M | $3M | · | $2M | |
| Other Non-op | $-12M | $-5M | $12M | $-6M | $-7M | $2M | $5M | $-2M | $-1M | $-138.0K | $6M | $673.0K | $-4M | $-4M | $-4M | $5M | |
| Pretax Income | $73M | $79M | $87M | $112M | $92M | $81M | $60M | $89M | $103M | $99M | $103M | $108M | $85M | $63M | $64M | $93M | |
| Income Tax | $15M | $21M | $32M | $29M | $20M | $19M | $10M | $22M | $19M | $20M | $21M | $24M | $23M | $15M | $16M | $16M | |
| Net Income | $58M | $58M | $55M | $83M | $72M | $62M | $50M | $66M | $84M | $80M | $82M | $83M | $62M | $48M | $47M | $77M | |
| EPS (Basic) | $2.01 | $1.92 | $1.78 | $2.63 | $2.16 | $1.76 | $1.41 | $1.88 | $2.38 | $2.29 | $2.36 | $2.44 | $1.87 | $1.43 | $1.42 | $2.29 | |
| EPS (Diluted) | $1.99 | $1.90 | $1.77 | $2.60 | $2.13 | $1.74 | $1.39 | $1.85 | $2.34 | $2.23 | $2.28 | $2.34 | $1.75 | $1.34 | $1.34 | $2.15 | |
| Shares (Basic) | 28,739,000 | 29,984,000 | -67,306,000 | 31,523,000 | 33,261,000 | 35,053,000 | -70,305,000 | 35,315,000 | 35,221,000 | 34,977,000 | -66,864,000 | 34,128,000 | 33,359,000 | 33,301,000 | -67,528,000 | 33,812,000 | |
| Shares (Diluted) | 29,038,000 | 30,329,000 | -68,033,000 | 31,823,000 | 33,591,000 | 35,500,000 | -71,679,000 | 35,892,000 | 35,845,000 | 35,787,000 | -71,142,000 | 35,656,000 | 35,650,000 | 35,482,000 | -71,690,000 | 35,918,000 | |
| EBITDA | $85M | $84M | · | $118M | $99M | $79M | · | $91M | $104M | $100M | · | $107M | $89M | $67M | · | $88M |
Balance general 27
| 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 | $164M | $198M | $265M | $146M | $153M | $151M | $660M | $386M | $226M | $244M | · | $201M | $204M | $239M | · | $327M | |
| Receivables | $1.16B | $1.15B | $1.04B | $1.14B | $1.13B | $1.10B | $1.02B | $1.18B | $1.19B | $1.16B | · | $1.21B | $1.14B | $988M | · | $948M | |
| Prepaid Expense | $171M | $119M | $127M | $123M | $137M | $105M | $94M | $100M | $107M | $98M | · | $127M | $108M | $98M | · | $91M | |
| Current Assets | $1.59B | $1.56B | $1.52B | $1.50B | $1.50B | $1.43B | $1.82B | $1.72B | $1.57B | $1.54B | · | $1.57B | $1.48B | $1.35B | · | $1.39B | |
| PP&E (Net) | $164M | $166M | $169M | $171M | $169M | $162M | $150M | $150M | $152M | $153M | · | $165M | $165M | $163M | · | $145M | |
| PP&E (Gross) | · | · | $349M | · | · | · | $343M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $179M | · | · | · | $193M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.24B | $1.24B | $1.23B | $1.23B | $1.24B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.21B | |
| Intangibles | $12M | $13M | $14M | $14M | $15M | $16M | $17M | $18M | $18M | $19M | · | $19M | $21M | $22M | · | $26M | |
| Other Non-current Assets | $100M | $91M | $95M | $95M | $94M | $86M | $76M | $78M | $78M | $80M | · | $65M | $67M | $62M | · | $56M | |
| Total Assets | $3.53B | $3.51B | $3.49B | $3.49B | $3.49B | $3.35B | $3.60B | $3.52B | $3.36B | $3.32B | · | $3.32B | $3.25B | $3.10B | · | $3.08B | |
| Accounts Payable | $219M | $254M | $15M | $187M | $185M | $236M | $26M | $202M | $183M | $227M | · | $171M | $172M | $177M | · | $175M | |
| Accrued Liabilities | · | · | $98M | · | · | · | $83M | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $782M | $677M | $975M | $809M | $713M | $637M | $932M | $823M | $714M | $628M | · | $709M | $645M | $538M | · | $649M | |
| Capital Leases | $209M | $215M | $225M | $226M | $217M | $201M | $208M | $217M | $215M | $214M | · | $218M | $223M | $227M | · | $213M | |
| Deferred Tax | $99M | $103M | $100M | $107M | $107M | $111M | $112M | $139M | $136M | $136M | · | $158M | $156M | $158M | · | $161M | |
| Other Non-current Liabilities | $91M | $96M | $92M | $88M | $87M | $89M | $87M | $86M | $83M | $88M | · | $85M | $87M | $96M | · | $99M | |
| Total Liabilities | $2.20B | $1.84B | $1.76B | $1.74B | $1.59B | $1.20B | $1.34B | $1.26B | $1.21B | $1.27B | · | $1.45B | $1.45B | $1.38B | · | $1.44B | |
| Long-term Debt | $1.02B | $754M | · | · | · | · | $0 | · | $60M | $205M | · | $285M | $341M | $361M | · | $315M | |
| Total Debt | $1.02B | $754M | · | $510M | $470M | $160M | · | · | $60M | $205M | · | $285M | $341M | $361M | · | $315M | |
| Common Stock | $277.0K | $301.0K | $309.0K | $313.0K | $327.0K | $349.0K | $359.0K | $360.0K | $359.0K | $357.0K | · | $355.0K | $340.0K | $340.0K | · | $344.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Retained Earnings | $1.47B | $1.80B | $1.86B | $1.88B | $2.03B | $2.31B | $2.39B | $2.35B | $2.28B | $2.19B | · | $2.03B | $1.95B | $1.89B | · | $1.87B | |
| AOCI | $-140M | $-140M | $-130M | $-133M | $-128M | $-162M | $-177M | $-135M | $-164M | $-162M | · | $-179M | $-160M | $-167M | · | $-224M | |
| Stockholders' Equity | $1.33B | $1.66B | $1.73B | $1.75B | $1.90B | $2.15B | $2.26B | $2.25B | $2.15B | $2.05B | $1.98B | $1.86B | $1.80B | $1.72B | $1.68B | $1.64B | |
| Liabilities + Equity | $3.53B | $3.51B | $3.49B | $3.49B | $3.49B | $3.35B | $3.60B | $3.52B | $3.36B | $3.32B | · | $3.32B | $3.25B | $3.10B | · | $3.08B | |
| Shares Outstanding | 27,700,000 | 30,145,000 | 30,864,000 | 31,346,000 | 32,727,000 | 34,855,000 | 35,913,000 | 35,949,000 | 35,902,000 | 35,697,000 | · | 35,510,000 | 34,034,000 | 33,983,000 | · | 34,422,000 |
Flujo de Efectivo 16
| 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 | $12M | $12M | $12M | $12M | $11M | $10M | $12M | $11M | $11M | $10M | $11M | $10M | $10M | $9M | $9M | $9M | |
| Stock-based Comp | $11M | $11M | $11M | $9M | $10M | $10M | $10M | $10M | $9M | $9M | $8M | $8M | $8M | $6M | $7M | $6M | |
| Amort. of Intangibles | $539.0K | $612.0K | $629.0K | $780.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | |
| Restructuring | $0 | $0 | $0 | $0 | $0 | $25M | $8M | $0 | $0 | $0 | · | · | · | · | · | · | |
| Operating Cash Flow | $152M | $-310M | $360M | $202M | $56M | $-465M | $315M | $219M | $135M | $-275M | $383M | $107M | $-11M | $-254M | $229M | $128M | |
| CapEx | $11M | $11M | $8M | $15M | $17M | $18M | $14M | $7M | $10M | $5M | $6M | $14M | $11M | $18M | $14M | $13M | |
| Investing Cash Flow | $-53M | $-11M | $-8M | $-15M | $-17M | $-18M | $-14M | $-7M | $-10M | $21M | $-6M | $-39M | $-11M | $-18M | $-14M | $-13M | |
| Debt Issued | $0 | $300M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | $300M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $393M | $127M | $88M | $234M | $354M | $183M | $10M | $0 | $0 | $0 | $0 | $0 | $0 | $21M | $62M | $20M | |
| Net Stock Activity | · | $-127M | · | · | · | $-183M | · | · | · | $0 | · | · | · | $-21M | · | · | |
| Financing Cash Flow | $-134M | $258M | $-233M | $-193M | $-52M | $-32M | $-11M | $-63M | $-140M | $199M | $-288M | $-58M | $-25M | $16M | $-69M | $-20M | |
| Net Change in Cash | $-35M | $-67M | $119M | $-7M | $2M | $-509M | $274M | $160M | $-18M | $-59M | $102M | $-2M | $-35M | $-253M | $165M | $71M | |
| Taxes Paid | $18M | $10M | $16M | $23M | $66M | $40M | $32M | $10M | $49M | $26M | $13M | $10M | $45M | $12M | $26M | $9M | |
| Free Cash Flow | · | $-321M | · | · | · | $-483M | · | · | · | $-279M | · | · | · | $-272M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-281M | · | · | · | $-274M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 31.8% | 31.2% | · | 33.2% | 32.1% | 32.2% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 8.6% | 8.5% | · | 12.3% | 10.5% | 8.8% | · | 9.8% | 11.0% | 10.7% | · | 12.0% | 10.3% | 8.3% | · | 11.3% | |
| Net Margin | 5.8% | 5.9% | · | 8.7% | 7.6% | 6.9% | · | 7.2% | 8.8% | 8.6% | · | 9.3% | 7.2% | 5.9% | · | 10.0% | |
| Pretax Margin | 7.3% | 8.0% | · | 11.7% | 9.7% | 9.0% | · | 9.6% | 10.8% | 10.7% | · | 12.1% | 9.8% | 7.8% | · | 12.0% | |
| EBITDA Margin | 8.6% | 8.5% | · | 12.3% | 10.5% | 8.8% | · | 9.8% | 11.0% | 10.7% | · | 12.0% | 10.3% | 8.3% | · | 11.3% | |
| ROA | 1.6% | 1.7% | · | 2.4% | 2.1% | 1.8% | · | 1.9% | 2.5% | 2.5% | · | 2.6% | 2.0% | 1.6% | · | 2.5% | |
| ROE | 3.6% | 3.0% | · | 4.1% | 3.5% | 2.9% | · | 3.2% | 4.3% | 4.2% | · | 4.8% | 3.6% | 2.8% | · | 4.9% | |
| ROIC | 2.9% | 2.5% | · | 3.9% | 3.3% | 2.6% | · | 3.0% | 3.9% | 3.5% | · | 3.9% | 3.0% | 2.4% | · | 3.7% |
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 | 2.0 | 2.3 | · | 1.9 | 2.1 | 2.2 | · | 2.1 | 2.2 | 2.5 | · | 2.2 | 2.3 | 2.5 | · | 2.1 | |
| Quick Ratio | 1.7 | 2.0 | · | 1.6 | 1.8 | 2.0 | · | 1.9 | 2.0 | 2.2 | · | 2.0 | 2.1 | 2.3 | · | 2.0 | |
| Debt / Equity | 0.8 | 0.5 | · | 0.3 | 0.2 | 0.1 | · | · | 0.0 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| LT Debt / Equity | 0.8 | 0.5 | · | 0.3 | 0.2 | 0.1 | · | · | 0.0 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 58.0 | · | 23.9 | 29.4 | 22.7 | · | 36.9 |
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 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.9 |
Valoración (TTM) 14
| 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 | $3.88B | $3.78B | · | $3.72B | $3.72B | $3.70B | · | $3.70B | $3.64B | $3.49B | · | $3.34B | $3.20B | $3.06B | · | $2.96B | |
| Net Income TTM | $270M | $274M | · | $283M | $284M | $292M | · | $314M | $310M | $273M | · | $271M | $239M | $236M | · | $257M | |
| Market Cap | $4.13B | $5.33B | · | $5.07B | $5.29B | $5.72B | · | $8.18B | $7.74B | $7.51B | · | $6.34B | $6.47B | $6.71B | · | $5.70B | |
| Enterprise Value | $4.98B | $5.88B | · | $5.43B | $5.60B | $5.73B | · | · | $7.57B | $7.47B | · | $6.42B | $6.61B | $6.83B | · | $5.69B | |
| P/E | 17.3 | 21.1 | · | 19.4 | 20.0 | 20.1 | · | 26.0 | 24.9 | 27.5 | · | 23.5 | 28.5 | 30.0 | · | 23.0 | |
| P/S | 1.1 | 1.4 | · | 1.4 | 1.4 | 1.5 | · | 2.2 | 2.1 | 2.1 | · | 1.9 | 2.0 | 2.2 | · | 1.9 | |
| P/B | 3.1 | 3.2 | · | 2.9 | 2.8 | 2.7 | · | 3.6 | 3.6 | 3.7 | · | 3.4 | 3.6 | 3.9 | · | 3.5 | |
| P / Tangible Book | 50.4 | 13.0 | · | 10.3 | 8.2 | 6.3 | · | 8.2 | 8.6 | 9.3 | · | 10.2 | 11.9 | 14.3 | · | 14.0 | |
| P / Cash Flow | · | -17.2 | · | · | · | -12.3 | · | · | · | -27.3 | · | · | · | -26.4 | · | · | |
| P / FCF | · | -16.6 | · | · | · | -11.8 | · | · | · | -26.9 | · | · | · | -24.6 | · | · | |
| EV / EBITDA | 58.6 | 70.1 | · | 46.2 | 56.4 | 72.8 | · | · | 72.7 | 75.0 | · | 60.0 | 74.5 | 102.2 | · | 64.9 | |
| EV / FCF | · | -18.4 | · | · | · | -11.9 | · | · | · | -26.7 | · | · | · | -25.1 | · | · | |
| EV / Revenue | 1.3 | 1.6 | · | 1.5 | 1.5 | 1.5 | · | · | 2.1 | 2.1 | · | 1.9 | 2.1 | 2.2 | · | 1.9 | |
| Earnings Yield | 5.8% | 4.7% | · | 5.1% | 5.0% | 5.0% | · | 3.9% | 4.0% | 3.6% | · | 4.2% | 3.5% | 3.3% | · | 4.3% |
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 | $3.79B | $3.70B | $3.49B | $3.03B | $2.78B |
| Margen Bruto % | 32.1% | 32.0% | — | — | — |
| Margen Operativo % | 10.3% | 9.4% | 10.8% | 10.0% | 11.2% |
| Beneficio neto | $271M | $280M | $275M | $236M | $235M |
| EPS Diluido | $8.24 | $7.81 | $7.71 | $6.58 | $6.65 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.2 | — | 0.0 | 0.2 | 0.2 |
| Ratio corriente | 1.6 | 2.0 | 1.7 | 2.0 | 1.9 |
| Ratio Rápido | 1.3 | 1.8 | 1.6 | 1.8 | 1.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $94M | $360M | $175M | $135M | $287M |
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Propietarios institucionales (13F) 416 declarantes · $2.9B 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 |
|---|---|---|---|---|
| 54 (-15 vs trimestre anterior) | 67 (+22 vs trimestre anterior) | 103 (-36 vs trimestre anterior) | 164 (+28 vs trimestre anterior) | +3.5M |
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 |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | $207 292 133 | 1 391 129 | 7,27% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $202 179 450 | 1 356 818 | 7,09% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $201 280 920 | 1 350 788 | 7,06% | Acciones |
| Black Creek Investment Management Inc. | $198 943 847 | 1 335 104 | 6,98% | Acciones |
| FMR LLC | $174 892 888 | 1 173 699 | 6,13% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $157 811 241 | 892 749 | 5,53% | Acciones |
| STATE STREET CORP | $145 444 936 | 976 075 | 5,10% | Acciones |
| FIDUCIARY MANAGEMENT INC /WI/ | $142 744 428 | 957 952 | 5,00% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $141 786 815 | 951 526 | 4,97% | Acciones |
| Mawer Investment Management Ltd. | $109 800 701 | 736 868 | 3,85% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $101 769 509 | 682 971 | 3,57% | Acciones |
| Greenvale Capital LLP | $98 346 600 | 660 000 | 3,45% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $79 124 020 | 530 862 | 2,77% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63 327 462 | 424 988 | 2,22% | Acciones |
| NORGES BANK | $49 760 101 | 333 938 | 1,74% | Acciones |
| Capital International Investors | $45 791 518 | 307 305 | 1,61% | Acciones |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $44 699 275 | 299 975 | 1,57% | Acciones |
| D. E. Shaw & Co., Inc. | $36 982 494 | 248 188 | 1,30% | Acciones |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $28 307 430 | 189 970 | 0,99% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $27 879 324 | 187 097 | 0,98% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $26 264 950 | 176 263 | 0,92% | Acciones |
| GOLDMAN SACHS GROUP INC | $22 115 617 | 148 417 | 0,78% | Acciones |
| Quantinno Capital Management LP | $18 885 453 | 126 739 | 0,66% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $18 611 051 | 124 898 | 0,65% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16 787 616 | 112 661 | 0,59% | Acciones |
| RHUMBLINE ADVISERS | $13 206 110 | 88 626 | 0,46% | Acciones |
| Boston Partners | $13 106 603 | 87 129 | 0,46% | Acciones |
| Nierenberg Investment Management Company, LLC | $11 009 902 | 73 887 | 0,39% | Acciones |
| PEAK6 LLC | $10 803 225 | 72 500 | 0,38% | Opción de venta |
| CITADEL ADVISORS LLC | $10 393 298 | 69 749 | 0,36% | Acciones |
| AMERIPRISE FINANCIAL INC | $10 110 329 | 67 850 | 0,35% | Acciones |
| Aristotle Capital Boston, LLC | $9 982 323 | 66 991 | 0,35% | Acciones |
| Swiss National Bank | $9 134 313 | 61 300 | 0,32% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $8 409 379 | 56 435 | 0,29% | Acciones |
| CWA Asset Management Group, LLC | $8 002 737 | 53 706 | 0,28% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $7 944 468 | 53 315 | 0,28% | Acciones |
| California Public Employees Retirement System | $7 694 131 | 51 635 | 0,27% | Acciones |
| BlackRock, Inc. | $7 535 138 | 50 568 | 0,26% | Acciones |
| Retirement Systems of Alabama | $7 388 512 | 49 584 | 0,26% | Acciones |
| Gotham Asset Management, LLC | $7 372 568 | 49 477 | 0,26% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $7 218 938 | 48 446 | 0,25% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $6 903 186 | 46 327 | 0,24% | Acciones |
| Marathon Asset Management Ltd | $6 837 966 | 45 888 | 0,24% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6 637 352 | 44 543 | 0,23% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 544 732 | 37 024 | 0,23% | Acciones |
| Callan Family Office, LLC | $6 228 319 | 41 798 | 0,22% | Acciones |
| Cinctive Capital Management LP | $6 208 651 | 41 666 | 0,22% | Acciones |
| REGIONS FINANCIAL CORP | $6 107 473 | 40 987 | 0,21% | Acciones |
| ROYAL BANK OF CANADA | $6 069 000 | 40 726 | 0,21% | Acciones |
| Candriam S.C.A. | $5 860 879 | 39 370 | 0,21% | Acciones |
| WINTON GROUP Ltd | $5 567 610 | 37 364 | 0,20% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $5 510 240 | 36 979 | 0,19% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 337 539 | 35 820 | 0,19% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 215 350 | 35 000 | 0,18% | Opción de compra |
| Aquatic Capital Management LLC | $5 185 101 | 34 797 | 0,18% | Acciones |
| STIFEL FINANCIAL CORP | $4 831 488 | 32 424 | 0,17% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4 510 533 | 30 270 | 0,16% | Acciones |
| XTX Topco Ltd | $4 427 683 | 29 714 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $4 391 772 | 29 473 | 0,15% | Acciones |
| GHP Investment Advisors, Inc. | $4 037 273 | 22 839 | 0,14% | Acciones |
| Nitorum Capital, L.P. | $3 852 505 | 25 854 | 0,14% | Acciones |
| TD Waterhouse Canada Inc. | $3 745 464 | 25 063 | 0,13% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3 715 117 | 24 932 | 0,13% | Acciones |
| PRUDENTIAL FINANCIAL INC | $3 637 483 | 24 411 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 591 141 | 24 100 | 0,13% | Opción de venta |
| WOLVERINE TRADING, LLC | $3 579 972 | 22 200 | 0,13% | Opción de compra |
| Running Oak Capital LLC | $3 487 877 | 23 407 | 0,12% | Acciones |
| Ancora Advisors LLC | $3 380 739 | 22 688 | 0,12% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 320 837 | 22 286 | 0,12% | Acciones |
| Pinnacle Financial Partners, Inc. | $3 267 938 | 21 931 | 0,11% | Acciones |
| &PARTNERS | $3 218 169 | 21 567 | 0,11% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3 053 960 | 20 495 | 0,11% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 019 390 | 20 263 | 0,11% | Acciones |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $2 846 240 | 19 101 | 0,10% | Acciones |
| FIL Ltd | $2 830 296 | 18 994 | 0,10% | Acciones |
| NewEdge Wealth, LLC | $2 777 397 | 18 639 | 0,10% | Acciones |
| Vestmark Advisory Solutions, Inc. | $2 772 033 | 18 603 | 0,10% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $2 726 883 | 18 300 | 0,10% | Acciones |
| PNC Financial Services Group, Inc. | $2 668 024 | 17 905 | 0,09% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2 643 595 | 14 955 | 0,09% | Acciones |
| Legal & General Group Plc | $2 612 741 | 17 534 | 0,09% | Acciones |
| TILIA FIDUCIARY PARTNERS, INC. | $2 581 019 | 14 601 | 0,09% | Acciones |
| SYNOVUS FINANCIAL CORP | $2 559 566 | 15 834 | 0,09% | Acciones |
| ExodusPoint Capital Management, LP | $2 527 359 | 16 961 | 0,09% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 515 736 | 16 883 | 0,09% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $2 471 927 | 16 589 | 0,09% | Acciones |
| JANUS HENDERSON GROUP PLC | $2 367 290 | 13 387 | 0,08% | Acciones |
| Holocene Advisors, LP | $2 336 328 | 15 679 | 0,08% | Acciones |
| Freestone Grove Partners LP | $2 327 685 | 15 621 | 0,08% | Acciones |
| FIFTH THIRD BANCORP | $2 239 085 | 15 026 | 0,08% | Acciones |
| PEAK6 LLC | $2 193 278 | 14 719 | 0,08% | Acciones |
| Aviso Financial Inc. | $2 187 466 | 14 680 | 0,08% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $2 160 198 | 14 497 | 0,08% | Acciones |
| S&T Bank/PA | $2 123 542 | 14 251 | 0,07% | Acciones |
| MetLife Investment Management, LLC | $2 121 604 | 14 238 | 0,07% | Acciones |
| Laurus Investment Counsel Inc. | $2 098 260 | 11 870 | 0,07% | Acciones |
| VANGUARD GROUP INC | $2 064 651 | 12 086 | 0,07% | Acciones |
| NORTHERN TRUST CORP | $2 046 354 | 13 733 | 0,07% | Acciones |
| Congress Wealth Management LLC / DE / | $2 012 613 | 12 462 | 0,07% | Acciones |
| Torray Investment Partners LLC | $2 011 635 | 13 500 | 0,07% | Acciones |
Informantes de la empresa 53 insiders · 26 directivos · 23 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Steven Henry Gunby | CEO, Chairman and President | 13 de mayo de 2026 P | 326 984 | 3 | 0 | $2 575 107 |
| Jack B Dunn IV | President & CEO | 20 de enero de 2014 F | 57 309 | 0 | 0 | $0 |
| Eun Nam | Chief Financial Officer | 13 de mayo de 2026 P | 21 592 | 1 | 0 | $289 180 |
| Ajay Sabherwal | Chief Financial Officer | 1 de mayo de 2025 M | 24 777 | 0 | 0 | $0 |
| JOHNSON DAVID M /CT | Chief Financial Officer | 1 de marzo de 2016 F | 43 633 | 0 | 0 | $0 |
| Roger D Carlile | EVP & Chief Financial Officer | 19 de junio de 2014 M | 18 252 | 0 | 0 | $0 |
| Theodore I Pincus | EVP/Chief Financial Officer | 20 de noviembre de 2007 M | 4 500 | 0 | 0 | $0 |
| Stewart J Kahn | President and COO | 6 de diciembre de 2002 S | 514 | 0 | 0 | $0 |
| Dominic Dinapoli | EVP & Chief Operating Officer | 11 de marzo de 2011 A | 109 748 | 0 | 0 | $0 |
| Paul Alderman Linton | Chief Strategy/Transf. Officer | 13 de mayo de 2026 P | 92 824 | 1 | 0 | $345 696 |
| Ulrike Rabl | Chief Human Resources Officer | 11 de marzo de 2026 A | 2 471 | 0 | 0 | $0 |
| Curtis P Lu | General Counsel | 11 de marzo de 2026 A | 47 288 | 0 | 1 | $-1 451 086 |
| Matthew Pachman | VP, Chief Risk/Ethics Officer | 11 de marzo de 2026 A | 1 844 | 0 | 0 | $0 |
| Brendan J Keating | CAO and Controller | 11 de marzo de 2026 A | 7 898 | 0 | 0 | $0 |
| Holly Paul | Chief Human Resources Officer | 9 de marzo de 2025 F | 21 303 | 0 | 0 | $0 |
| Catherine M Freeman | SVP, Controller and CAO | 28 de febrero de 2018 S | 0 | 0 | 0 | $0 |
| Heather Klink | Acting General Counsel | 7 de mayo de 2015 S | 5 000 | 0 | 0 | $0 |
| David G Bannister | EVP & Regional Chairman | 3 de septiembre de 2014 M | 12 515 | 0 | 0 | $0 |
| Dennis J Shaughnessy | Chairman of the Board | 31 de diciembre de 2013 F | 141 729 | 0 | 0 | $0 |
| Elizabeth A Nickles | Fmr SVP & Chief Marketing Offr | 9 de julio de 2012 S | 0 | 0 | 0 | $0 |
| MACCOLL JOHN A | Senior Managing Director | 11 de noviembre de 2011 S | 2 661 | 0 | 0 | $0 |
| Curt A H Jeschke Jr | Vice President | 16 de junio de 2008 M | 580 | 0 | 0 | $0 |
| Charles Boryenace | VP & Corporate Controller | 21 de mayo de 2007 M | 0 | 0 | 0 | $0 |
| Sarah Karlen Lacombe | Senior Vice President | 24 de mayo de 2006 F | 8 877 | 0 | 0 | $0 |
| Barry S Kaufman | EVP & Chief Risk Mgmt Officer | 14 de diciembre de 2005 M | 6 000 | 0 | 0 | $0 |
| Philip R Jacoby JR | VP and Corporate Controller | 3 de noviembre de 2004 M | 0 | 0 | 0 | $0 |
| Claudio Costamagna | Consejero | 4 de junio de 2026 F | 36 529 | 0 | 0 | $0 |
| Stephen C Robinson | Consejero | 3 de junio de 2026 A | 7 428 | 0 | 0 | $0 |
| Janet Zelenka | Consejero | 3 de junio de 2026 A | 3 432 | 0 | 0 | $0 |
| Eric T Steigerwalt | Consejero | 3 de junio de 2026 A | 3 432 | 0 | 0 | $0 |
| Nicholas C Fanandakis | Consejero | 3 de junio de 2026 A | 17 753 | 0 | 0 | $0 |
| Laureen Seeger | Consejero | 3 de junio de 2026 A | 19 636 | 0 | 0 | $0 |
| Mark S. Bartlett | Consejero | 4 de junio de 2025 A | 27 628 | 0 | 0 | $0 |
| Gerard E Holthaus | Consejero | 22 de agosto de 2024 G | 65 130 | 0 | 0 | $0 |
| Brenda J Bacon | Consejero | 5 de junio de 2024 A | 16 437 | 0 | 0 | $0 |
| Nicole S Jones | Consejero | 1 de junio de 2022 A | 1 809 | 0 | 0 | $0 |
| Vernon James Ellis | Consejero | 4 de marzo de 2015 G | 20 398 | 0 | 0 | $0 |
| Denis J Callaghan | Consejero | 5 de junio de 2013 A | 10 523 | 0 | 0 | $0 |
| George P Stamas | Consejero | 5 de junio de 2013 M | 17 476 | 0 | 0 | $0 |
| Henrique C Meirelles | Consejero | 6 de junio de 2012 A | — | 0 | 0 | $0 |
| Matthew F Mchugh | Consejero | 19 de marzo de 2012 S | 21 078 | 0 | 0 | $0 |
| Mark H Berey | Consejero | 1 de enero de 2012 M | 41 083 | 0 | 0 | $0 |
| Gary C Wendt | Consejero | 3 de junio de 2009 M | 78 700 | 0 | 0 | $0 |
| James A Flick JR | Consejero | 6 de junio de 2006 M | 26 573 | 0 | 0 | $0 |
| Peter F Omalley | Consejero | 5 de junio de 2006 A | — | 0 | 0 | $0 |
| Stephen Salzman | Propietario del 10% | 9 de febrero de 2004 S | 0 | 0 | 0 | $0 |
| Elsy Lisa Boglioli | — | 11 de agosto de 2026 S | 4 438 | 0 | 1 | $-135 198 |
| James W Crownover | — | 1 de junio de 2016 M | 86 875 | 0 | 0 | $0 |
| Marc Holtzman | — | 9 de junio de 2015 S | 0 | 0 | 0 | $0 |
| Eric B Miller | — | 27 de febrero de 2015 M | 24 520 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 94 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 |
|---|---|---|---|---|
| RUNN · Strategic Trust | 1,59% | 35 945 NS | 31 de mayo de 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,21% | 13 068 NS | 30 de abril de 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 0,95% | 47 225 SH | 8 de agosto de 2026 | Diario |
| HSMV · First Trust Exchange-Traded Fund III | 0,88% | 1 496 NS | 30 de abril de 2026 | N-PORT |
| TAX · EA Series Trust | 0,84% | 1 401 NS | 29 de mayo de 2026 | N-PORT |
| SMMV · iShares Trust | 0,69% | 13 373 SH | 8 de agosto de 2026 | Diario |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,65% | 25 286 NS | 30 de abril de 2026 | N-PORT |
| FDLO · FIDELITY COVINGTON TRUST | 0,41% | 32 044 NS | 30 de abril de 2026 | N-PORT |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,40% | 4 929 NS | 31 de mayo de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,36% | 25 831 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,25% | 18 166 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,24% | 1 094 NS | 30 de abril de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,19% | 6 162 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,18% | 40 NS | 29 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,18% | 105 220 NS | 31 de mayo de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,16% | 3 475 NS | 30 de abril de 2026 | N-PORT |
| IJJ · iShares Trust | 0,15% | 90 491 SH | 8 de agosto de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,15% | 15 241 SH | 8 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,15% | 12 935 SH | 8 de agosto de 2026 | Diario |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,14% | 1 717 NS | 30 de abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,14% | 3 993 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,14% | 9 285 SH | 8 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,14% | 10 269 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,13% | 24 124 NS | 31 de mayo de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,13% | 3 851 SH | 8 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 0,13% | 14 916 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,13% | 98 906 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,12% | 16 392 NS | 30 de abril de 2026 | N-PORT |
| IJH · iShares Trust | 0,12% | 1 021 121 SH | 8 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,12% | 47 714 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,12% | 90 024 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 22 462 SH | 8 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 13 087 NS | 30 de abril de 2026 | N-PORT |
| HDUS · Lattice Strategies Trust | 0,11% | 1 126 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,11% | 501 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,10% | 1 046 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 439 213 SH | 8 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,10% | 3 116 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,10% | 145 218 NS | 31 de mayo de 2026 | N-PORT |
| IJK · iShares Trust | 0,10% | 69 066 SH | 8 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,09% | 11 671 SH | 8 de agosto de 2026 | Diario |
| SCHM · SCHWAB STRATEGIC TRUST | 0,09% | 81 787 NS | 31 de mayo de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,08% | 9 162 NS | 30 de abril de 2026 | N-PORT |
| AUSF · Global X Funds | 0,07% | 4 115 NS | 31 de mayo de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,07% | 1 247 NS | 29 de mayo de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,07% | 146 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,07% | 1 311 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,06% | 15 229 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,06% | 37 047 SH | 8 de agosto de 2026 | Diario |
| IYJ · iShares Trust | 0,05% | 6 713 SH | 8 de agosto de 2026 | Diario |