FHI Federated Hermes, Inc. Common Stock
$64,61
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 31, 2026
Rango 52S
$47–$67
87% of range
Calificación del Analista
HOLD
15 analysts
Precio Objetivo
$60
P/E (TTM)
10.2
ROE
34.9%
Margen de Beneficio Neto
22.4%
Acerca de Federated Hermes, Inc. Common Stock Descripción general de la empresa de Wikipedia
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $902.6 billion of customer assets, as of December 2025. The company offers investments spanning equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, including mutual funds, exchange-traded funds (ETFs), separate accounts, closed-end funds and collective investment funds. Clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
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Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $902.6 billion of customer assets, as of December 2025. The company offers investments spanning equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, including mutual funds, exchange-traded funds (ETFs), separate accounts, closed-end funds and collective investment funds. Clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
## History
Federated Investors was founded in 1955 by high school classmates John F. Donahue, Richard B. Fisher, and Thomas J. Donnelly.
Aetna acquired a majority ownership stake in Federated Investors in 1982; at the time Federated had nearly $30 billion in assets under management. In 1989, Federated management purchased Aetna's stake for $345 million, reestablishing majority control of the company. In 1996, Federated management paid $100 million to acquire the remaining 25% stock ownership still held by Aetna. Federated completed an initial public offering on the NYSE on May 14, 1998.
In 1991, Federated established Federated International Management Limited, a wholly owned subsidiary in Dublin, Ireland, becoming the first U.S. company whose registered money market funds were approved for distribution to the European community. In 1998, Federated launched a venture with insurer LVM-Versicherungen Münster to offer Federated funds in Germany.
In April 2012, Federated Investors, Inc. completed its acquisition of Prime Rate Capital Management LLP (PRCM), a London, United Kingdom-based provider of institutional liquidity and fixed income products, from Matrix Group Limited. Federated Prime Rate Capital Management's AAA-rated liquidity funds, known as Qualifying Money Market Funds, serve the corporate and institutional market. The funds, totaling approximately US$4.0 billion (GBP 2.5 billion) in assets, are rated AAA by both Standard & Poor's and Fitch Ratings.
In September 2019, Federated Investors announced that it had bought around $4.4 billion in assets from Fifth Third Asset Management Inc.
In July 2018, Federated Investors, Inc., completed its acquisition of a 60 percent interest in Hermes Fund Managers Limited (Hermes), which operated as Hermes Investment Management, a pioneer of integrated ESG investing, from BT Pension Scheme (BTPS). Hermes had recently acquired MEPC plc.
In February 2020, Federated Investors, Inc. changed its name to Federated Hermes, Inc. and unveiled an updated corporate identity focused on a commitment to responsible investing to achieve financial performance. The company also changed its New York Stock Exchange (NYSE) ticker symbol from FII to FHI, with the firm's common stock trading under the FHI ticker symbol for the first time on Feb. 3, 2020.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
FHI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$64.61
Capitalización Bursátil
—
P/E (TTM)
10.2
BPA (TTM)
$5.13
Ingresos (TTM)
$1.80B
Rendimiento div.
—
ROE
34.9%
Deuda/Capital
—
Rango 52S
$47 – $67
FHI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$1.80B
2016-12-31
→
2025-12-31
BPA
$5.13
2018-12-31
→
2025-12-31
Flujo de caja libre
$295M
2016-12-31
→
2025-12-31
Márgenes
22.4%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
FHI
Mediana de Pares
P/E (TTM)
10.2
16.1
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
FHI
Mediana de Pares
Operating Margin (Margen Operativo)
28.5%
—
Net Profit Margin (Margen de Beneficio Neto)
22.4%
23.0%
ROA
18.7%
3.4%
ROE
34.9%
8.4%
ROIC
32.5%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
FHI
Mediana de Pares
Current Ratio (Ratio corriente)
2.7
1.3
Quick Ratio (Ratio Rápido)
1.9
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
FHI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
10.3%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
7.6%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
4.5%
—
EPS YoY (EPS interanual)
58.8%
—
Net Income YoY (Beneficio Neto interanual)
50.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
FHI
Mediana de Pares
Payout Ratio (Ratio de Pago)
26.0%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
26.0%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 7 de agosto de 2026 | $0,3800 |
| 8 de mayo de 2026 | $0,3800 |
| 6 de febrero de 2026 | $0,3400 |
| 7 de noviembre de 2025 | $0,3400 |
| 8 de agosto de 2025 | $0,3400 |
| 8 de mayo de 2025 | $0,3400 |
| 7 de febrero de 2025 | $0,3100 |
| 8 de noviembre de 2024 | $0,3100 |
| 8 de agosto de 2024 | $0,3100 |
| 7 de mayo de 2024 | $1,3100 |
| 7 de febrero de 2024 | $0,2800 |
| 7 de noviembre de 2023 | $0,2800 |
| 7 de agosto de 2023 | $0,2800 |
| 5 de mayo de 2023 | $0,2800 |
| 7 de febrero de 2023 | $0,2700 |
| 7 de noviembre de 2022 | $0,2700 |
| 5 de agosto de 2022 | $0,2700 |
| 5 de mayo de 2022 | $0,2700 |
| 7 de febrero de 2022 | $0,2700 |
| 5 de noviembre de 2021 | $0,2700 |
FHI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
15 analistas
- Compra fuerte 0 0,0%
- Compra 1 6,7%
- Mantener 8 53,3%
- Venta 5 33,3%
- Venta fuerte 1 6,7%
Precio objetivo a 12 meses
7 analistas · 2026-08-19
Mediana
$60.00
Ahora
$64.61
Mín
$55.00
Máx
$65.00
Objetivo mediano
$60.00
-7,1%
Objetivo medio
$59.86
-7,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.19%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.38 | $1.19 | 0.19% |
| 31 de marzo de 2026 | $1.27 | $1.19 | 0.08% |
| 31 de diciembre de 2025 | $1.39 | $1.19 | 0.20% |
| 30 de septiembre de 2025 | $1.34 | $1.13 | 0.21% |
| 30 de junio de 2025 | $1.16 | $1.03 | 0.13% |
| 31 de marzo de 2025 | $1.25 | $0.93 | 0.32% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FHI | — | 10.2 | 10.3% | 22.4% | 34.9% | — |
| HLNE | — | — | 6.5% | 32.8% | 30.5% | — |
| OBDC | $6.21B | 10.0 | — | — | 8.3% | — |
| MAIN | $5.43B | 15.3 | — | — | 16.8% | — |
| OTF | $6.75B | 7.9 | — | — | 9.0% | — |
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | — |
| APAM | $3.29B | 10.1 | 7.6% | 24.3% | 70.2% | — |
| GBDC | $3.64B | 9.6 | — | — | 9.4% | — |
| AB | — | — | — | — | — | — |
| FSK | $4.15B | 370.2 | — | — | 0.18% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B | $1.45B | $1.33B | $1.14B | $1.10B | $1.14B | $927M | $859M | |
| Operating Expenses | $1.29B | $1.27B | $1.22B | $1.11B | $934M | $1.03B | $979M | $805M | $761M | $808M | $647M | $621M | |
| Operating Income | $514M | $361M | $388M | $337M | $366M | $418M | $348M | $330M | $342M | $336M | $279M | $238M | |
| Other Non-op | $-36.0K | $139.0K | $562.0K | $222.0K | $-900.0K | $8M | $13M | $-30M | $-42.0K | $60.0K | $-33.0K | $-29.0K | |
| Pretax Income | $548M | $382M | $411M | $306M | $376M | $446M | $365M | $296M | $352M | $341M | $275M | $239M | |
| Income Tax | $133M | $113M | $107M | $72M | $104M | $110M | $88M | $74M | $57M | $119M | $103M | $90M | |
| Net Income | $403M | $268M | $299M | $239M | $270M | $326M | $272M | $220M | $291M | $209M | $170M | $149M | |
| EPS (Basic) | $5.13 | $3.23 | $3.40 | $2.65 | $2.77 | $3.25 | $2.69 | $2.18 | · | · | · | · | |
| EPS (Diluted) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 | $3.23 | $2.69 | $2.18 | · | · | · | · | |
| Shares (Basic) | 75,101,000 | 79,426,000 | 83,858,000 | 85,762,000 | 93,754,000 | 96,503,000 | 97,259,000 | 96,949,000 | 97,411,000 | 99,116,000 | 100,475,000 | 100,721,000 | |
| Shares (Diluted) | 75,103,000 | 79,430,000 | 83,863,000 | 85,766,000 | 93,771,000 | 96,503,000 | 97,259,000 | 96,949,000 | 97,412,000 | 99,117,000 | 100,477,000 | 100,723,000 | |
| EBITDA | $514M | $361M | $388M | $337M | $366M | $418M | $348M | $330M | $342M | $345M | $279M | $238M |
Balance general 26
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $583M | $504M | $383M | $337M | $233M | $302M | $249M | $157M | $316M | $105M | $173M | $115M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $131M | $142M | $143M | |
| Receivables | · | · | · | $58M | $65M | $65M | $64M | $60M | $26M | $45M | $34M | $28M | |
| Prepaid Expense | $37M | $29M | $30M | $27M | $29M | $22M | $17M | $17M | $12M | $10M | $11M | $13M | |
| Other Current Assets | $13M | $5M | $6M | $8M | $7M | $8M | $2M | $2M | $3M | $4M | $5M | $4M | |
| Current Assets | $864M | $781M | $721M | $651M | $559M | $575M | $461M | $304M | $437M | $360M | $396M | $342M | |
| PP&E (Net) | $25M | $26M | $31M | $36M | $47M | $53M | $52M | $53M | $38M | $39M | $36M | $39M | |
| PP&E (Gross) | $112M | $144M | $151M | $155M | $161M | $159M | $146M | $143M | $108M | $103M | $92M | $96M | |
| Accum. Depreciation | $87M | $118M | $120M | $120M | $114M | $106M | $95M | $90M | $71M | $64M | $56M | $57M | |
| Goodwill | $852M | $805M | $807M | $800M | $799M | $800M | $775M | $810M | $660M | $659M | $659M | $659M | |
| Intangibles | $332M | $328M | $409M | $409M | $471M | $482M | $446M | $340M | $77M | · | $3M | $4M | |
| Other Non-current Assets | $61M | $40M | $35M | $31M | $33M | $29M | $46M | $37M | $20M | $23M | $21M | $26M | |
| Total Assets | $2.23B | $2.08B | $2.10B | $2.02B | $2.02B | $2.06B | $1.88B | $1.54B | $1.23B | $1.16B | $1.19B | $1.14B | |
| Accounts Payable | · | · | · | · | · | · | · | · | · | · | $44M | $35M | |
| Current Liabilities | $314M | $289M | $287M | $257M | $271M | $265M | $231M | $181M | $129M | $163M | $159M | $149M | |
| Capital Leases | $88M | $97M | $94M | $87M | $105M | $122M | $108M | · | · | · | · | · | |
| Deferred Tax | $184M | $171M | $186M | $180M | $205M | $188M | $165M | $148M | $118M | $177M | $159M | $141M | |
| Other Non-current Liabilities | $31M | $29M | $32M | $41M | $36M | $37M | $23M | $40M | $24M | $23M | $20M | $20M | |
| Total Liabilities | $966M | $934M | $948M | $913M | $841M | $687M | $627M | $504M | $440M | $528M | $529M | $527M | |
| Long-term Debt | $348M | $348M | $348M | $348M | $223M | · | · | · | · | · | · | · | |
| Paid-in Capital | $0 | $0 | $2.0K | $0 | $0 | $0 | · | · | · | · | · | · | |
| Retained Earnings | $1.53B | $1.26B | $1.19B | $1.02B | $1.19B | $1.03B | $930M | $792M | $697M | $530M | $546M | $505M | |
| Treasury Stock | $873M | $633M | $521M | $365M | $538M | $325M | $281M | $287M | $279M | $255M | $192M | $165M | |
| AOCI | $6M | $-32M | $-20M | $-46M | $16M | $15M | $-249.0K | $-15M | $-790.0K | $523.0K | $5M | $2M | |
| Stockholders' Equity | $1.20B | $1.10B | $1.13B | $1.05B | $1.11B | $1.14B | $1.04B | $857M | $761M | $596M | $649M | $609M | |
| Liabilities + Equity | $2.23B | $2.08B | $2.10B | $2.02B | $2.02B | $2.06B | $1.88B | $1.54B | $1.23B | $1.16B | $1.19B | $1.14B |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | $17M | $11M | $10M | $9M | $10M | |
| Stock-based Comp | $29M | $29M | $34M | $35M | $30M | $27M | $25M | $24M | $23M | $22M | $23M | $22M | |
| Deferred Tax | $11M | $-15M | $4M | $-19M | $18M | $18M | $7M | $12M | $-59M | $17M | $19M | $22M | |
| Amort. of Intangibles | $14M | $13M | $14M | $12M | $14M | $14M | $8M | $6M | $600.0K | $1M | $1M | $2M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $297M | $347M | $312M | $324M | $170M | $373M | $335M | $206M | $387M | $266M | $233M | $192M | |
| CapEx | $3M | $4M | $8M | $4M | $10M | $14M | $15M | $17M | $10M | $13M | $6M | $9M | |
| Investing Cash Flow | $2M | $64M | $-31M | $-32M | $11M | $-25M | $-95M | $-174M | $1M | $-21M | $-6M | $-16M | |
| Debt Issued | · | $0 | $0 | $488M | $296M | $100M | · | · | · | · | · | · | |
| Net Debt Issued | · | $0 | $0 | $488M | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $263M | $138M | $177M | $218M | $228M | $67M | $16M | $29M | $49M | $82M | $54M | $27M | |
| Net Stock Activity | $-263M | $-138M | $-177M | $-218M | $-228M | $-67M | $-16M | $-29M | $-49M | $-82M | $-54M | $-27M | |
| Dividends Paid | $105M | $185M | $98M | $98M | $106M | $208M | $109M | $107M | $102M | $205M | $105M | $105M | |
| Financing Cash Flow | $-238M | $-286M | $-243M | $-169M | $-249M | $-295M | $-153M | $-186M | $-177M | $-312M | $-170M | $-165M | |
| Net Change in Cash | $77M | $121M | $46M | $103M | $-71M | $59M | $92M | $-159M | $211M | $-68M | $57M | $11M | |
| Taxes Paid | $125M | $126M | $108M | $86M | $92M | $99M | $73M | $62M | $118M | $105M | $77M | $67M | |
| Free Cash Flow | $295M | $343M | $304M | $320M | $160M | $360M | $320M | $189M | $261M | $240M | $227M | $184M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% | 28.9% | 26.2% | 29.1% | 31.0% | 29.4% | 30.2% | 27.7% | |
| Net Margin | 22.4% | 16.4% | 18.6% | 16.6% | 20.8% | 22.5% | 20.5% | 19.4% | 26.4% | 18.3% | 18.3% | 17.4% | |
| Pretax Margin | 30.4% | 23.4% | 25.6% | 21.2% | 28.9% | 30.8% | 27.5% | 26.1% | 31.9% | 29.8% | 29.7% | 27.9% | |
| EBITDA Margin | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% | 28.9% | 26.2% | 29.1% | 31.0% | 30.2% | 30.2% | 27.7% | |
| ROA | 18.7% | 12.8% | 14.5% | 11.9% | 13.2% | 16.6% | 15.9% | 15.9% | 24.4% | 17.8% | 14.6% | 13.1% | |
| ROE | 34.9% | 24.6% | 26.8% | 23.8% | 23.3% | 28.5% | 28.1% | 26.6% | 41.2% | 33.6% | 27.0% | 25.4% | |
| ROIC | 32.5% | 23.2% | 25.4% | 24.7% | 23.8% | 27.7% | 25.4% | 28.9% | 37.6% | 36.7% | 27.0% | 24.4% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.7 | 2.5 | 2.5 | 2.1 | 2.2 | 2.0 | 1.7 | 3.4 | 2.2 | 2.5 | 2.3 | |
| Quick Ratio | 1.9 | 1.7 | 1.3 | 1.5 | 1.1 | 1.4 | 1.4 | 1.2 | 2.9 | 1.7 | 2.2 | 1.9 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.7 | 0.6 | 0.7 | 0.8 | 0.8 | 0.9 | 1.0 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | 23.4 | 20.0 | 22.4 | 21.3 | 26.4 | 22.4 | 29.2 | 30.1 | 30.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.3% | 1.4% | 11.3% | 11.2% | -10.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.6% | 7.9% | 3.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 58.8% | -5.0% | 28.3% | -3.6% | -14.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 24.6% | 5.5% | 1.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 50.3% | -10.3% | 24.8% | -11.4% | -17.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 19.0% | -0.24% | -2.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -12.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B | $1.45B | $1.33B | $1.14B | $1.10B | $1.14B | $927M | $859M | |
| Net Income TTM | $403M | $268M | $299M | $239M | $270M | $326M | $272M | $220M | $291M | $209M | $170M | $149M | |
| P/E | 10.2 | 12.7 | 10.0 | 13.7 | 13.7 | 8.9 | 12.1 | 12.2 | · | · | · | · | |
| Earnings Yield | 9.8% | 7.9% | 10.0% | 7.3% | 7.3% | 11.2% | 8.2% | 8.2% | · | · | · | · | |
| Payout Ratio | 26.0% | 68.9% | 32.8% | 40.9% | 39.1% | 63.7% | 40.1% | 48.5% | 34.8% | 98.4% | 61.6% | 70.2% | |
| Annual Payout | $105M | $185M | $98M | $98M | $106M | $208M | $109M | $107M | $102M | $205M | $105M | $105M |
Estado de resultados 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $503M | $479M | $483M | $469M | $425M | $424M | $425M | $408M | $403M | $396M | $391M | $403M | $433M | $382M | $374M | $381M | |
| Operating Expenses | $370M | $353M | $347M | $340M | $308M | $292M | $314M | $297M | $362M | $298M | $289M | $301M | $335M | $297M | $310M | $284M | |
| Operating Income | $133M | $126M | $136M | $129M | $117M | $132M | $110M | $112M | $41M | $99M | $103M | $101M | $98M | $85M | $64M | $97M | |
| Other Non-op | $-22.0K | $-30.0K | $74.0K | $-48.0K | $-35.0K | $-27.0K | $54.0K | $16.0K | $-34.0K | $103.0K | $463.0K | $-8.0K | $-15.0K | $122.0K | $190.0K | $-38.0K | |
| Pretax Income | $144M | $130M | $140M | $140M | $131M | $136M | $112M | $123M | $43M | $104M | $117M | $101M | $101M | $92M | $75M | $89M | |
| Income Tax | $37M | $34M | $33M | $34M | $34M | $32M | $28M | $32M | $23M | $29M | $31M | $27M | $28M | $21M | $14M | $22M | |
| Net Income | $104M | $96M | $107M | $104M | $91M | $101M | $85M | $88M | $21M | $75M | $82M | $75M | $72M | $70M | $56M | $69M | |
| EPS (Basic) | $1.38 | $1.27 | $1.38 | $1.34 | $1.16 | $1.25 | $1.08 | $1.06 | $0.20 | $0.89 | $0.95 | $0.86 | $0.81 | $0.78 | $0.62 | $0.78 | |
| EPS (Diluted) | $1.38 | $1.27 | $1.38 | $1.34 | $1.16 | $1.25 | $1.08 | $1.06 | $0.20 | $0.89 | $0.95 | $0.86 | $0.81 | $0.78 | $0.62 | $0.78 | |
| Shares (Basic) | 71,944,000 | 72,648,000 | -151,561,000 | 74,057,000 | 75,064,000 | 77,541,000 | -159,999,000 | 78,690,000 | 80,026,000 | 80,709,000 | -169,657,000 | 83,710,000 | 84,930,000 | 84,875,000 | -172,602,000 | 84,531,000 | |
| Shares (Diluted) | 71,947,000 | 72,650,000 | -151,568,000 | 74,057,000 | 75,072,000 | 77,542,000 | -160,012,000 | 78,706,000 | 80,026,000 | 80,710,000 | -169,661,000 | 83,710,000 | 84,939,000 | 84,875,000 | -172,603,000 | 84,536,000 | |
| EBITDA | $133M | $126M | · | $129M | $117M | $132M | · | $112M | $41M | $99M | · | $101M | $98M | $85M | · | $97M |
Balance general 24
| 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 | $302M | $514M | $583M | $506M | $371M | $388M | $504M | $375M | $307M | $360M | $383M | $377M | $343M | $324M | $337M | $305M | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | · | · | $75M | · | $49M | |
| Prepaid Expense | $43M | $37M | $37M | $41M | $35M | $32M | $29M | $34M | $38M | $34M | · | $26M | $29M | $31M | · | $26M | |
| Other Current Assets | $13M | $13M | $13M | $11M | $16M | $2M | $5M | $6M | $6M | $6M | · | $6M | $6M | $7M | · | $41M | |
| Current Assets | $661M | $789M | $864M | $802M | $761M | $679M | $781M | $723M | $613M | $720M | · | $712M | $694M | $636M | · | $630M | |
| PP&E (Net) | $26M | $28M | $25M | $27M | $23M | $24M | $26M | $28M | $32M | $29M | · | $31M | $31M | $33M | · | $38M | |
| PP&E (Gross) | · | · | $112M | · | · | · | $144M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $89M | $87M | $87M | $102M | $124M | $121M | $118M | $122M | $122M | $121M | · | $117M | $120M | $117M | · | $115M | |
| Goodwill | $1.08B | $849M | $852M | $861M | $865M | $809M | $805M | $814M | $806M | $806M | · | $802M | $807M | $803M | · | $775M | |
| Intangibles | $422M | $325M | $332M | $335M | $342M | $330M | $328M | $343M | $336M | $404M | · | $402M | $415M | $411M | · | $407M | |
| Other Non-current Assets | $50M | $64M | $61M | $55M | $59M | $61M | $40M | $40M | $32M | $33M | · | $33M | $31M | $32M | · | $30M | |
| Total Assets | $2.33B | $2.14B | $2.23B | $2.18B | $2.15B | $2.00B | $2.08B | $2.04B | $1.91B | $2.09B | · | $2.08B | $2.06B | $2.00B | · | $1.97B | |
| Current Liabilities | $255M | $241M | $314M | $256M | $226M | $223M | $289M | $263M | $223M | $212M | · | $256M | $234M | $212M | · | $239M | |
| Capital Leases | $83M | $83M | $88M | $94M | $95M | $94M | $97M | $84M | $86M | $90M | · | $96M | $73M | $77M | · | $88M | |
| Deferred Tax | $183M | $184M | $184M | $193M | $172M | $172M | $171M | $176M | $181M | $189M | · | $177M | $180M | $181M | · | $189M | |
| Other Non-current Liabilities | $64M | $24M | $31M | $40M | $33M | $21M | $29M | $29M | $25M | $28M | · | $34M | $32M | $35M | · | $33M | |
| Total Liabilities | $933M | $881M | $966M | $931M | $874M | $859M | $934M | $901M | $864M | $866M | · | $910M | $868M | $853M | · | $947M | |
| Long-term Debt | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | · | $348M | $348M | $348M | · | $398M | |
| Paid-in Capital | $8M | · | · | $6.0K | $6.0K | · | · | $0 | $0 | $0 | · | $15.0K | · | · | · | · | |
| Retained Earnings | $1.67B | $1.59B | $1.53B | $1.46B | $1.38B | $1.32B | $1.26B | $1.21B | $1.15B | $1.23B | · | $1.15B | $1.10B | $1.05B | · | $1.00B | |
| Treasury Stock | $974M | $930M | $873M | $807M | $807M | $742M | $633M | $623M | $596M | $548M | · | $473M | $404M | $360M | · | $377M | |
| AOCI | $-2M | $-2M | $6M | $5M | $16M | $-17M | $-32M | $888.0K | $-25M | $-25M | · | $-43M | $-22M | $-36M | · | $-87M | |
| Stockholders' Equity | $1.25B | $1.20B | $1.20B | $1.19B | $1.11B | $1.08B | $1.10B | $1.08B | $1.02B | $1.15B | $1.13B | $1.10B | $1.13B | $1.11B | $1.05B | $971M | |
| Liabilities + Equity | $2.33B | $2.14B | $2.23B | $2.18B | $2.15B | $2.00B | $2.08B | $2.04B | $1.91B | $2.09B | · | $2.08B | $2.06B | $2.00B | · | $1.97B |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $6M | $12M | $6M | $6M | $6M | $11M | $6M | $6M | $6M | $10M | $7M | $7M | $9M | $11M | $7M | $9M | |
| Deferred Tax | $-2M | $1M | $-9M | $21M | $-1M | $531.0K | $-4M | $-7M | $-7M | $3M | $8M | $-3M | $-1M | $-93.0K | $-12M | $-5M | |
| Amort. of Intangibles | $6M | $3M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | · | · | $3M | $3M | $3M | $3M | |
| Operating Cash Flow | $81M | $29M | $161M | $103M | $19M | $14M | $127M | $117M | $89M | $14M | $130M | $106M | $71M | $5M | $132M | $112M | |
| CapEx | $1M | $5M | $-426.0K | $1M | $786.0K | $972.0K | $505.0K | $-3M | $6M | $569.0K | $2M | $2M | $3M | $739.0K | $278.0K | $1M | |
| Investing Cash Flow | $-216M | $1M | $14M | $5M | $-16M | $-2M | $41M | $-8M | $4M | $28M | $-39M | $1M | $5M | $2M | $-31M | $-1M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Stock Repurchased | $64M | $65M | $77M | $21.0K | $66M | $120M | $23M | $29M | $46M | $39M | $65M | $64M | $41M | $7M | $7M | $7M | |
| Net Stock Activity | · | $-65M | · | · | · | $-120M | · | · | · | $-39M | · | · | · | $-7M | · | · | |
| Dividends Paid | $29M | $26M | $26M | $26M | $27M | $25M | $25M | $26M | $110M | $24M | $24M | $25M | $25M | $24M | $24M | $24M | |
| Financing Cash Flow | $-77M | $-97M | $-98M | $30M | $-32M | $-138M | $-26M | $-52M | $-145M | $-64M | $-91M | $-68M | $-61M | $-22M | $-79M | $-43M | |
| Net Change in Cash | $-212M | $-70M | $78M | $135M | $-17M | $-120M | $129M | $68M | $-53M | $-23M | $6M | $34M | $19M | $-13M | $33M | $55M | |
| Free Cash Flow | · | $24M | · | · | · | $13M | · | · | · | $13M | · | · | · | $5M | · | · |
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 | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | 22.3% | · | 25.4% | |
| Net Margin | 20.8% | 20.1% | · | 22.2% | 21.4% | 23.9% | · | 21.4% | 5.2% | 18.9% | · | 18.6% | 16.7% | 18.2% | · | 18.2% | |
| Pretax Margin | 28.6% | 27.1% | · | 29.9% | 30.8% | 32.1% | · | 30.0% | 10.6% | 26.2% | · | 25.1% | 23.2% | 24.2% | · | 23.4% | |
| EBITDA Margin | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | 22.3% | · | 25.4% | |
| ROA | 4.7% | 4.7% | · | 4.9% | 4.5% | 5.0% | · | 4.2% | 1.1% | 3.7% | · | 3.7% | 3.6% | 3.5% | · | 3.5% | |
| ROE | 8.8% | 8.5% | · | 9.2% | 8.5% | 9.1% | · | 8.0% | 2.0% | 6.7% | · | 7.2% | 6.9% | 6.4% | · | 6.4% | |
| ROIC | 7.9% | 7.8% | · | 8.2% | 7.8% | 9.3% | · | 7.6% | 1.8% | 6.2% | · | 6.8% | 6.3% | 5.9% | · | 7.5% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 3.3 | · | 3.1 | 3.4 | 3.0 | · | 2.7 | 2.7 | 3.4 | · | 2.8 | 3.0 | 3.0 | · | 2.6 | |
| Quick Ratio | 1.2 | 2.1 | · | 2.0 | 1.6 | 1.7 | · | 1.4 | 1.4 | 1.7 | · | 1.5 | 1.5 | 1.9 | · | 1.5 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | · | 5.8 | · | 6.6 |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.88B | $1.80B | · | $1.73B | $1.66B | $1.63B | · | $1.61B | $1.63B | $1.61B | · | $1.60B | $1.56B | $1.45B | · | $1.40B | |
| Net Income TTM | $396M | $393M | · | $384M | $301M | $285M | · | $259M | $243M | $292M | · | $286M | $269M | $253M | · | $254M | |
| P/E | 10.7 | 11.3 | · | 10.8 | 12.1 | 12.0 | · | 12.2 | 11.9 | 10.8 | · | 10.5 | 11.9 | 14.3 | · | 12.0 | |
| Earnings Yield | 9.3% | 8.8% | · | 9.3% | 8.3% | 8.3% | · | 8.2% | 8.4% | 9.2% | · | 9.5% | 8.4% | 7.0% | · | 8.3% | |
| Payout Ratio | · | 26.9% | · | · | · | 25.0% | · | · | · | 31.6% | · | · | · | 34.7% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B |
| Margen Operativo % | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% |
| Beneficio neto | $403M | $268M | $299M | $239M | $270M |
| EPS Diluido | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 2.7 | 2.7 | 2.5 | 2.5 | 2.1 |
| Ratio Rápido | 1.9 | 1.7 | 1.3 | 1.5 | 1.1 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $295M | $343M | $304M | $320M | $160M |
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Propietarios institucionales (13F) 415 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.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 49 (-24 vs trimestre anterior) | 48 (+12 vs trimestre anterior) | 126 (-15 vs trimestre anterior) | 126 (+16 vs trimestre anterior) | +594K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $401 572 119 | 7 712 159 | 13,74% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $242 816 421 | 4 397 255 | 8,31% | Acciones |
| Schneider Downs Wealth Management Advisors, LP | $196 118 138 | 3 551 578 | 6,71% | Acciones |
| FMR LLC | $189 532 931 | 3 432 324 | 6,48% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $176 402 333 | 3 194 537 | 6,03% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $147 441 635 | 2 670 077 | 5,04% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $146 164 137 | 2 646 942 | 5,00% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $112 713 073 | 2 041 164 | 3,86% | Acciones |
| STATE STREET CORP | $102 283 399 | 1 852 289 | 3,50% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $79 521 377 | 1 439 782 | 2,72% | Acciones |
| FIRST TRUST ADVISORS LP | $66 172 758 | 1 198 348 | 2,26% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $64 838 164 | 1 174 179 | 2,22% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $63 566 172 | 1 151 144 | 2,17% | Acciones |
| Woodline Partners LP | $59 112 403 | 1 070 489 | 2,02% | Acciones |
| CITADEL ADVISORS LLC | $54 266 075 | 982 725 | 1,86% | Acciones |
| Allianz Asset Management GmbH | $48 296 793 | 874 625 | 1,65% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $30 930 825 | 545 421 | 1,06% | Acciones |
| SPROTT INC. | $28 376 730 | 513 885 | 0,97% | Acciones |
| GOLDMAN SACHS GROUP INC | $26 720 966 | 483 900 | 0,91% | Acciones |
| Kestra Advisory Services, LLC | $26 084 650 | 472 377 | 0,89% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $24 763 685 | 448 455 | 0,85% | Acciones |
| FOUNDATION RESOURCE MANAGEMENT INC | $20 990 084 | 380 117 | 0,72% | Acciones |
| HighTower Advisors, LLC | $20 809 209 | 376 842 | 0,71% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $18 183 946 | 329 300 | 0,62% | Acciones |
| ROYCE & ASSOCIATES LP | $16 826 583 | 304 719 | 0,58% | Acciones |
| TWO SIGMA ADVISERS, LP | $16 066 615 | 308 558 | 0,55% | Acciones |
| BANK OF AMERICA CORP /DE/ | $15 765 641 | 285 506 | 0,54% | Acciones |
| ALPS ADVISORS INC | $15 091 350 | 273 295 | 0,52% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $13 852 812 | 250 866 | 0,47% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13 604 551 | 246 370 | 0,47% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $12 812 255 | 232 022 | 0,44% | Acciones |
| FRANKLIN RESOURCES INC | $11 118 547 | 201 350 | 0,38% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $10 577 888 | 191 559 | 0,36% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $9 285 353 | 168 152 | 0,32% | Acciones |
| Brandywine Global Investment Management, LLC | $9 244 143 | 177 533 | 0,32% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9 232 067 | 167 187 | 0,32% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $9 036 753 | 163 650 | 0,31% | Acciones |
| Cambria Investment Management, L.P. | $8 955 193 | 162 173 | 0,31% | Acciones |
| Interval Partners, LP | $8 798 313 | 159 332 | 0,30% | Acciones |
| Swiss National Bank | $7 980 229 | 144 517 | 0,27% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7 770 399 | 137 651 | 0,27% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $7 512 736 | 136 051 | 0,26% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7 204 995 | 130 478 | 0,25% | Acciones |
| RHUMBLINE ADVISERS | $6 999 892 | 126 764 | 0,24% | Acciones |
| LPL Financial LLC | $6 949 159 | 125 845 | 0,24% | Acciones |
| Clark Capital Management Group, Inc. | $6 872 099 | 124 449 | 0,24% | Acciones |
| Kendall Capital Management | $6 742 914 | 122 110 | 0,23% | Acciones |
| BancorpSouth Bank | $6 475 633 | 124 364 | 0,22% | Acciones |
| HUNTINGTON NATIONAL BANK | $6 314 186 | 114 346 | 0,22% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $6 228 369 | 112 792 | 0,21% | Acciones |
| CONTINENTAL ADVISORS LLC | $6 204 464 | 112 359 | 0,21% | Acciones |
| Ruffer LLP | $6 158 688 | 111 652 | 0,21% | Acciones |
| Qube Research & Technologies Ltd | $6 017 544 | 108 974 | 0,21% | Acciones |
| BURNEY CO/ | $5 652 485 | 102 363 | 0,19% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $5 310 397 | 96 168 | 0,18% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $5 056 551 | 91 571 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5 043 050 | 88 927 | 0,17% | Acciones |
| Alpha Omega Wealth Management LLC | $4 995 706 | 90 469 | 0,17% | Acciones |
| VISTA INVESTMENT PARTNERS LLC | $4 723 445 | 85 511 | 0,16% | Acciones |
| COUNTRY CLUB BANK /GFN | $4 693 568 | 90 400 | 0,16% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $4 677 204 | 84 701 | 0,16% | Acciones |
| GABELLI FUNDS LLC | $4 666 200 | 84 502 | 0,16% | Acciones |
| AMERIPRISE FINANCIAL INC | $4 619 429 | 83 655 | 0,16% | Acciones |
| Phase 2 Partners, LLC | $4 521 319 | 109 981 | 0,15% | Acciones |
| Keeley-Teton Advisors, LLC | $4 512 994 | 110 694 | 0,15% | Acciones |
| ExodusPoint Capital Management, LP | $4 427 484 | 80 179 | 0,15% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $4 417 048 | 79 990 | 0,15% | Acciones |
| Man Group plc | $4 283 195 | 77 566 | 0,15% | Acciones |
| Brevan Howard Capital Management LP | $4 274 359 | 77 406 | 0,15% | Acciones |
| Retirement Systems of Alabama | $4 136 254 | 74 905 | 0,14% | Acciones |
| DGS Capital Management, LLC | $4 100 928 | 72 314 | 0,14% | Acciones |
| Nebula Research & Development LLC | $3 936 857 | 88 828 | 0,13% | Acciones |
| Murphy Pohlad Asset Management LLC | $3 684 333 | 66 721 | 0,13% | Acciones |
| TD Asset Management Inc | $3 467 816 | 62 800 | 0,12% | Acciones |
| Mirae Asset Global Investments Co., Ltd. | $3 341 914 | 60 520 | 0,11% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $3 208 000 | 58 100 | 0,11% | Acciones |
| VISTA INVESTMENT PARTNERS II, LLC | $3 007 835 | 54 470 | 0,10% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $2 983 611 | 57 300 | 0,10% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2 852 941 | 51 665 | 0,10% | Acciones |
| Inspire Investing, LLC | $2 822 116 | 49 764 | 0,10% | Acciones |
| Corient Private Wealth LP | $2 778 341 | 50 314 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 765 142 | 50 075 | 0,09% | Acciones |
| CREDIT AGRICOLE S A | $2 761 000 | 50 000 | 0,09% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 751 190 | 49 822 | 0,09% | Acciones |
| AlphaQuest LLC | $2 732 009 | 52 468 | 0,09% | Acciones |
| QRG CAPITAL MANAGEMENT, INC. | $2 711 697 | 49 107 | 0,09% | Acciones |
| Robeco Institutional Asset Management B.V. | $2 672 703 | 48 401 | 0,09% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 546 967 | 46 124 | 0,09% | Acciones |
| Fulcrum Asset Management LLP | $2 544 653 | 45 078 | 0,09% | Acciones |
| MORGAN STANLEY | $2 521 775 | 45 667 | 0,09% | Acciones |
| KLP KAPITALFORVALTNING AS | $2 468 334 | 44 700 | 0,08% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $2 417 999 | 43 788 | 0,08% | Acciones |
| ABLE Financial Group, LLC | $2 417 145 | 43 773 | 0,08% | Acciones |
| Horizon Investments, LLC | $2 368 009 | 43 141 | 0,08% | Acciones |
| Morningstar Investment Management LLC | $2 262 445 | 39 895 | 0,08% | Acciones |
| Inlet Private Wealth, LLC | $2 250 215 | 40 750 | 0,08% | Acciones |
| HOURGLASS CAPITAL, LLC | $2 134 253 | 38 650 | 0,07% | Acciones |
| Sequoia Financial Advisors, LLC | $2 132 983 | 38 627 | 0,07% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2 083 230 | 37 726 | 0,07% | Acciones |
| FJ Capital Management LLC | $2 073 842 | 37 556 | 0,07% | Acciones |
Informantes de la empresa 28 insiders · 13 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| DONAHUE J CHRISTOPHER | Chairman, President & CEO | 5 de marzo de 2026 A | 479 192 | 0 | 0 | $0 |
| Thomas R Donahue | VP, CFO & Treasurer | 18 de mayo de 2026 G | 560 292 | 0 | 1 | $-1 713 000 |
| Arthur L Cherry | President Federated Svcs Comp | 12 de febrero de 2004 M | 618 243 | 0 | 0 | $0 |
| Stephen Van Meter | VP, Chief Compliance Officer | 23 de junio de 2026 S | 31 207 | 0 | 3 | $-159 463 |
| Paul A Uhlman | Vice President | 16 de junio de 2026 S | 296 821 | 0 | 6 | $-5 462 103 |
| Peter J Germain | EVP, CLO & Sec. | 26 de mayo de 2026 S | 212 059 | 0 | 4 | $-868 282 |
| Bryan M Burke | Vice President | 7 de mayo de 2026 S | 74 921 | 0 | 1 | $-216 800 |
| Theodore W Zierden III | Vice President | 5 de marzo de 2026 A | 160 750 | 0 | 1 | $-178 013 |
| Dolores D Dudiak | Vice President | 5 de marzo de 2026 A | 85 540 | 0 | 2 | $-309 022 |
| Richard A Novak | Principal Accounting Officer | 5 de marzo de 2026 A | 45 209 | 0 | 3 | $-882 242 |
| John B Fisher | Vice President | 19 de noviembre de 2025 S | 463 615 | 0 | 1 | $-365 631 |
| Gordon J Ceresino | Vice Chairman | 8 de abril de 2024 G | 34 742 | 0 | 0 | $0 |
| Eugene F Maloney | Executive Vice President | 2 de noviembre de 2018 S | 25 721 | 0 | 0 | $0 |
| Karen Hanlon | Consejero | 1 de mayo de 2026 A | 6 800 | 0 | 0 | $0 |
| Marie Milie Jones | Consejero | 1 de mayo de 2026 A | 27 950 | 0 | 0 | $0 |
| Joseph C Bartolacci | Consejero | 1 de mayo de 2026 A | 22 450 | 0 | 0 | $0 |
| Michael J Farrell | Consejero | 26 de abril de 2024 A | 52 050 | 0 | 0 | $0 |
| Saker Anwar Nusseibeh | — | 4 de agosto de 2026 S | 144 246 | 0 | 9 | $-2 565 829 |
| John W Mcgonigle | — | 7 de junio de 2017 G | 234 833 | 0 | 0 | $0 |
| Thomas E Territ | — | 2 de agosto de 2016 S | 378 847 | 0 | 0 | $0 |
| David M Kelly | — | 29 de abril de 2016 A | 33 300 | 0 | 0 | $0 |
| Brian P Bouda | — | 6 de marzo de 2015 A | 31 908 | 0 | 0 | $0 |
| DONAHUE JOHN F | — | 25 de septiembre de 2014 S | 458 385 | 0 | 0 | $0 |
| Edward G Oconnor | — | 25 de abril de 2013 A | 7 044 | 0 | 0 | $0 |
| Denis Mcauley III | — | 2 de marzo de 2012 A | 44 049 | 0 | 0 | $0 |
| James L Murdy | — | 29 de septiembre de 2010 S | 8 350 | 0 | 0 | $0 |
| James F Getz | — | 3 de marzo de 2006 S | 495 231 | 0 | 0 | $0 |
| Keith M Schappert | — | 4 de marzo de 2005 A | 52 067 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Federated Hermes, Inc., Voting Shares Irrevocable Trust, Thomas R. Donahue, Ann C. Donahue, J. Christopher Donahue ×2 presentaciones | 28 de octubre de 2025 | 19,32% | Presentación inicial | Inversión pasiva | SEC |
| Federated Investors, Inc., Voting Shares Irrevocable Trust, John F. Donahue., Rhodora J. Donahue, J. Christopher Donahue. | 30 de septiembre de 2004 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 73 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 |
|---|---|---|---|---|
| VLLU · Harbor ETF Trust | 2,91% | 2 175 NS | 30 de abril de 2026 | N-PORT |
| AZTD · Tidal Trust I | 2,08% | 15 699 NS | 30 de abril de 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 1,59% | 249 129 NS | 31 de mayo de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 1,03% | 29 893 NS | 31 de mayo de 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 0,94% | 156 031 NS | 30 de abril de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,68% | 60 454 NS | 30 de abril de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,57% | 70 014 NS | 31 de mayo de 2026 | N-PORT |
| HWSM · HOTCHKIS & WILEY FUNDS /DE/ | 0,53% | 265 NS | 30 de junio de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,46% | 6 965 NS | 31 de mayo de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,46% | 4 378 NS | 30 de abril de 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,42% | 43 517 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,28% | 64 173 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,23% | 8 639 NS | 31 de mayo de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,23% | 2 447 NS | 30 de abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,22% | 31 342 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,20% | 16 621 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,20% | 96 964 NS | 31 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,19% | 2 700 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,18% | 3 120 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,17% | 277 802 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 61 068 NS | 30 de abril de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,13% | 8 496 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,11% | 259 287 NS | 30 de abril de 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0,10% | 1 765 072 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 32 717 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,09% | 2 554 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,09% | 355 231 NS | 31 de mayo de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,09% | 1 224 NS | 30 de abril de 2026 | N-PORT |
| GMOV · GMO ETF Trust | 0,08% | 1 281 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,07% | 4 616 NS | 30 de abril de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,06% | 357 NS | 31 de mayo de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,06% | 1 303 NS | 30 de abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,06% | 3 402 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,05% | 19 137 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,04% | 14 278 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 180 002 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 7 561 NS | 30 de abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,02% | 1 749 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,02% | 46 639 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 8 524 NS | 30 de abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 3 086 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 20 792 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 23 951 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,01% | 43 481 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 8 250 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |