En esta página
01FHI precio
02Instantánea
03Gráfico
04Divisiones de acciones
05Acerca de
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
25Señales de trading
26Mis Métricas
FHI Federated Hermes, Inc. Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Jul 31, 2026
$56,50
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$46,66mínimo 52 semanas
$67,20máximo 52 semanas
P/E (TTM)
10.5
BPA (TTM)
$5.37
Ingresos (TTM)
$1.93B
tus insignias
Rango 52S
$47–$67
Calificación del Analista
HOLD
Precio Objetivo
$61
P/E
10.5
ROE
34.8%
Margen de Beneficio Neto
21.3%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
FHI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$56.50
P/E (TTM)
10.5
BPA (TTM)
$5.37
Ingresos (TTM)
$1.93B
ROE (TTM)
34.8%
Rango 52S
$47–$67
FHI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 18 de julio de 2000 | 3-for-2 | Adelante |
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.
## 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 ↗
sectorFinancial Services
industriaFinancial Services
empleados2 091
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.80B2016-12-31 → 2025-12-31
BPA$5.132018-12-31 → 2025-12-31
Flujo de caja libre$295M2016-12-31 → 2025-12-31
Margen neto21.3%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | FHI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 10.5promedio 5A ≈12.0 | ≈12.0 | 19.4 | Infravalorado | |
| PEG Ratio (Ratio PEG) | ≈1.1 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | FHI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 27.1%promedio 5A ≈25.2% | ≈25.2% | · | · | |
| EBITDA Margin (Margen EBITDA) | 28.5%promedio 5A ≈25.2% | ≈25.2% | 30.6% | Débil | |
| Margen antes de impuestos (TTM) | 28.7%promedio 5A ≈25.9% | ≈25.9% | 42.8% | Débil | |
| Margen de Beneficio Neto (TTM) | 21.3%promedio 5A ≈19.0% | ≈19.0% | 28.1% | Débil | |
| ROA (TTM) | 18.4%promedio 5A ≈14.2% | ≈14.2% | 9.1% | De primer nivel | |
| ROE (TTM) | 34.8%promedio 5A ≈26.7% | ≈26.7% | 13.8% | De primer nivel | |
| ROIC | 32.5%promedio 5A ≈25.9% | ≈25.9% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | FHI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 2.6promedio 5A ≈2.5 | ≈2.5 | · | · | |
| Quick Ratio (Ratio Rápido) | 1.9promedio 5A ≈1.5 | ≈1.5 | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | FHI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 10.3%promedio 5A ≈4.8% | ≈4.8% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 7.6%promedio 5A ≈6.3% | ≈6.3% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 4.5% | · | · | · | |
| EPS YoY (EPS interanual) | 58.8%promedio 5A ≈12.7% | ≈12.7% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 50.3%promedio 5A ≈7.3% | ≈7.3% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 24.6%promedio 5A ≈10.6% | ≈10.6% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 9.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 19.0%promedio 5A ≈5.3% | ≈5.3% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 4.3% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | FHI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.8promedio 5A ≈0.7 | ≈0.7 | 0.5 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$861.1K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Ratio de Pago26.0%
Pago anualizado≈$1.52
CAGR de Dividendos a 5 años≈4.7%
Racha de Crecimiento≈3
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 7, 2026 | $0,38 | USD | ≈2.3% |
| May 8, 2026 | $0,38 | USD | ≈2.5% |
| Feb 6, 2026 | $0,34 | USD | ≈2.6% |
| Nov 7, 2025 | $0,34 | USD | ≈2.7% |
| Ago 8, 2025 | $0,34 | USD | ≈2.5% |
| May 8, 2025 | $0,34 | USD | ≈3.0% |
| Feb 7, 2025 | $0,31 | USD | ≈5.8% |
| Nov 8, 2024 | $0,31 | USD | ≈5.4% |
| Ago 8, 2024 | $0,31 | USD | ≈6.6% |
| May 7, 2024 | $1,31 | USD | ≈6.7% |
| Feb 7, 2024 | $0,28 | USD | ≈3.2% |
| Nov 7, 2023 | $0,28 | USD | ≈3.4% |
| Ago 7, 2023 | $0,28 | USD | ≈3.3% |
| May 5, 2023 | $0,28 | USD | ≈2.8% |
| Feb 7, 2023 | $0,27 | USD | ≈2.7% |
| Nov 7, 2022 | $0,27 | USD | ≈3.0% |
| Ago 5, 2022 | $0,27 | USD | ≈3.2% |
| May 5, 2022 | $0,27 | USD | ≈3.7% |
| Feb 7, 2022 | $0,27 | USD | ≈3.3% |
| Nov 5, 2021 | $0,27 | USD | ≈3.1% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
17.2%
Próximo informe
Oct 28, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 29, 2026 | $1.38 | $1.19 | 15.8% |
| 31 de marzo de 2026 | $1.27 | $1.19 | 6.3% | |
| 31 de diciembre de 2025 | $1.39 | $1.19 | 16.4% | |
| 30 de septiembre de 2025 | $1.34 | $1.13 | 18.1% | |
| 30 de junio de 2025 | $1.16 | $1.03 | 12.2% | |
| 31 de marzo de 2025 | $1.25 | $0.93 | 34.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| 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
| 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
| 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
| 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
| 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
| 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 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $23.98 | $20.55 | $19.19 | $16.86 | $13.89 | · | $13.64 | $11.71 | $11.32 | $11.54 | $9.22 | $8.53 | |
| Cash Flow / Share | $3.96 | $4.36 | $3.72 | $3.78 | $1.82 | · | $3.44 | $2.13 | $2.78 | $2.55 | $2.32 | $1.91 | |
| Dividend / Share | $1.33 | $2.21 | $1.11 | $1.08 | $1.08 | $2.08 | $1.08 | $1.06 | $1.00 | $2.00 | $1.00 | $1.00 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | $1.00 | $1.00 | |
| EPS (TTM) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 | $3.23 | $2.69 | $2.18 | · | · | · | · |
Tasas de Crecimiento
| 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% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -12.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| 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
| 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 | · | 74,057,000 | 75,064,000 | 77,541,000 | · | 78,690,000 | 80,026,000 | 80,709,000 | · | 83,710,000 | 84,930,000 | 84,875,000 | · | 84,531,000 | |
| Shares (Diluted) | 71,947,000 | 72,650,000 | · | 74,057,000 | 75,072,000 | 77,542,000 | · | 78,706,000 | 80,026,000 | 80,710,000 | · | 83,710,000 | 84,939,000 | 84,875,000 | · | 84,536,000 | |
| EBITDA | $133M | $126M | · | $129M | $117M | $132M | · | $112M | $41M | $99M | · | $101M | $98M | · | · | $97M |
Balance general
| 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
| 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 | |
| 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 | · | · | · | · | · | · | |
| 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 | · | · | · | · | · | · |
Rentabilidad
| 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% | · | · | 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% | |
| Pretax Margin | 28.6% | 27.1% | · | 29.9% | 30.8% | 32.1% | · | 30.0% | 10.6% | 26.2% | · | 25.1% | 23.2% | · | · | 23.4% | |
| EBITDA Margin | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | · | · | 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% | |
| 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% | · | · | 7.5% |
Liquidez y Solvencia
| 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 | · | · | 2.6 | |
| Quick Ratio | 1.2 | 2.1 | · | 2.0 | 1.6 | 1.7 | · | 1.4 | 1.4 | 1.7 | · | 1.5 | 1.5 | · | · | 1.5 |
Eficiencia
| 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 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 6.6 |
Por Acción
| 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 / Share | $6.99 | $6.59 | · | $6.34 | $5.66 | $5.46 | · | $5.19 | $5.03 | $4.91 | · | $4.81 | $5.10 | · | · | $4.52 | |
| Cash Flow / Share | · | $0.40 | · | · | · | $0.18 | · | · | · | $0.17 | · | · | · | · | · | · | |
| Dividend / Share | $0.38 | $0.34 | $0.34 | $0.34 | $0.34 | $0.31 | $0.31 | $0.31 | $1.31 | $0.28 | $0.28 | $0.28 | $0.28 | $0.27 | $0.27 | $0.27 | |
| EPS (TTM) | $5.37 | $5.15 | · | $4.83 | $4.55 | $3.59 | · | $3.10 | $2.90 | $3.51 | · | $3.07 | $2.99 | $2.82 | · | $2.74 |
Valoración (TTM)
| 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 | $1.93B | $1.86B | · | $1.74B | $1.68B | $1.66B | · | $1.60B | $1.59B | $1.62B | · | $1.59B | $1.57B | $1.50B | · | $1.39B | |
| Net Income TTM | $412M | $399M | · | $381M | $364M | $294M | · | $266M | $253M | $304M | · | $273M | $268M | $253M | · | $252M | |
| P/E | 10.3 | 11.0 | · | 10.8 | 9.7 | 11.4 | · | 11.9 | 11.3 | 10.3 | · | 11.0 | 12.0 | 14.2 | · | 12.1 | |
| Earnings Yield | 9.7% | 9.1% | · | 9.3% | 10.3% | 8.8% | · | 8.4% | 8.8% | 9.7% | · | 9.1% | 8.3% | 7.0% | · | 8.3% | |
| Payout Ratio | · | 26.9% | · | · | · | 25.0% | · | · | · | 31.6% | · | · | · | · | · | · | |
| Annual Payout | $107M | $106M | · | $104M | $103M | $186M | · | $184M | $183M | $98M | · | $98M | $98M | $97M | · | $100M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 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 |
| Métrica | 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 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $295M | $343M | $304M | $320M | $160M |
Propietarios institucionales (13F) 413 declarantes · $4.0B total · A fecha de 30 de septiembre 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.
Tenedores
413
Valor en tenencia
$4.0B
Nuevas posiciones
42
Posiciones cerradas
48
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 42 (-32 vs trimestre anterior) | 48 (+12 vs trimestre anterior) | 126 (-13 vs trimestre anterior) | 138 (+19 vs trimestre anterior) | +3.4M |
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 | $429 345 164 | 8 245 538 | 10,83% | Acciones |
| BlackRock, Inc. | $333 744 946 | 6 043 914 | 8,42% | Acciones |
| FMR LLC | $257 540 523 | 4 663 900 | 6,50% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $242 816 421 | 4 397 255 | 6,13% | Acciones |
| Schneider Downs Wealth Management Advisors, LP | $196 118 138 | 3 551 578 | 4,95% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $176 402 333 | 3 194 537 | 4,45% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $147 441 635 | 2 670 077 | 3,72% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $146 164 137 | 2 646 942 | 3,69% | Acciones |
| Invesco Ltd. | $139 323 924 | 2 523 070 | 3,52% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $135 893 406 | 2 460 945 | 3,43% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $125 094 584 | 2 265 174 | 3,16% | Acciones |
| STATE STREET CORP | $102 283 399 | 1 852 289 | 2,58% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $93 491 595 | 1 692 774 | 2,36% | Acciones |
| Allianz Asset Management GmbH | $84 759 278 | 1 534 938 | 2,14% | Acciones |
| FIRST TRUST ADVISORS LP | $66 172 758 | 1 198 348 | 1,67% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $64 838 164 | 1 174 179 | 1,64% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $63 566 172 | 1 151 144 | 1,60% | Acciones |
| Woodline Partners LP | $59 112 403 | 1 070 489 | 1,49% | Acciones |
| CITADEL ADVISORS LLC | $54 266 075 | 982 725 | 1,37% | Acciones |
| GOLDMAN SACHS GROUP INC | $48 547 946 | 879 173 | 1,22% | Acciones |
| MORGAN STANLEY | $48 008 670 | 869 406 | 1,21% | Acciones |
| Bank of New York Mellon Corp | $34 114 658 | 617 795 | 0,86% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $32 163 055 | 582 453 | 0,81% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $30 930 825 | 545 421 | 0,78% | Acciones |
| SPROTT INC. | $28 376 730 | 513 885 | 0,72% | Acciones |
| Kestra Advisory Services, LLC | $26 084 650 | 472 377 | 0,66% | Acciones |
| BANK OF AMERICA CORP /DE/ | $25 435 605 | 460 623 | 0,64% | Acciones |
| NORTHERN TRUST CORP | $24 905 601 | 451 025 | 0,63% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $24 763 685 | 448 455 | 0,62% | Acciones |
| AMERIPRISE FINANCIAL INC | $24 244 233 | 438 986 | 0,61% | Acciones |
| FOUNDATION RESOURCE MANAGEMENT INC | $20 990 084 | 380 117 | 0,53% | Acciones |
| HighTower Advisors, LLC | $20 809 209 | 376 842 | 0,53% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $18 183 946 | 329 300 | 0,46% | Acciones |
| ROYCE & ASSOCIATES LP | $16 826 583 | 304 719 | 0,42% | Acciones |
| UBS Group AG | $16 692 785 | 302 296 | 0,42% | Acciones |
| TWO SIGMA ADVISERS, LP | $16 066 615 | 308 558 | 0,41% | Acciones |
| ALPS ADVISORS INC | $15 091 350 | 273 295 | 0,38% | Acciones |
| JPMORGAN CHASE & CO | $14 622 074 | 255 507 | 0,37% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $13 852 812 | 250 866 | 0,35% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13 604 551 | 246 370 | 0,34% | Acciones |
| AXA Investment Managers S.A. | $13 353 799 | 257 150 | 0,34% | Acciones |
| FRANKLIN RESOURCES INC | $11 471 845 | 207 748 | 0,29% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $10 577 888 | 191 559 | 0,27% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $9 285 353 | 168 152 | 0,23% | Acciones |
| Brandywine Global Investment Management, LLC | $9 244 143 | 177 533 | 0,23% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9 232 067 | 167 187 | 0,23% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $9 036 753 | 163 650 | 0,23% | Acciones |
| Cambria Investment Management, L.P. | $8 955 193 | 162 173 | 0,23% | Acciones |
| Interval Partners, LP | $8 798 313 | 159 332 | 0,22% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8 766 572 | 155 298 | 0,22% | Acciones |
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.
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 |
| Peter J Germain | EVP, CLO & Sec. | 20 de agosto de 2026 S | 207 059 | 0 | 5 | $-1 184 132 |
| 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 |
| 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
Propiedad de ETFs Mantenido por 53 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 |
|---|---|---|---|---|
| AZTD · Tidal Trust I | 2,10% | 13 244 NS | 31 de julio de 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,24% | 110 120 SH | 2 de octubre de 2026 | Diario |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,06% | 130 540 SH | 2 de octubre de 2026 | Diario |
| SYLD · Cambria ETF Trust | 0,99% | 163 541 NS | 31 de julio de 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,87% | 77 790 SH | 2 de octubre de 2026 | Diario |
| PFI · Invesco Exchange-Traded Fund Trust | 0,82% | 8 138 SH | 2 de octubre de 2026 | Diario |
| RFG · Invesco Exchange-Traded Fund Trust | 0,78% | 46 424 SH | 2 de octubre de 2026 | Diario |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,69% | 664 468 SH | 2 de octubre de 2026 | Diario |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,52% | 49 865 NS | 31 de julio de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,46% | 4 750 NS | 31 de julio de 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,40% | 43 516 NS | 31 de julio de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,24% | 2 115 NS | 31 de julio de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,22% | 33 038 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,21% | 71 460 SH | 19 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,19% | 2 742 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 20 586 NS | 31 de julio de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,16% | 37 307 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,16% | 14 974 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 62 907 NS | 31 de julio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,14% | 10 033 SH | 2 de octubre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,12% | 7 965 NS | 31 de julio de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 116 853 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,10% | 267 416 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,09% | 1 063 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,08% | 1 049 608 SH | 19 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,07% | 16 635 SH | 2 de octubre de 2026 | Diario |
| ISCG · iShares Trust | 0,06% | 8 802 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,05% | 4 606 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 830 851 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,05% | 1 654 576 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,05% | 117 251 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,05% | 19 225 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,04% | 4 864 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,04% | 15 010 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,03% | 637 NS | 31 de julio de 2026 | N-PORT |
| DIVB · iShares Trust | 0,03% | 9 165 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,02% | 182 013 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 8 597 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 9 901 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 22 695 SH | 2 de octubre de 2026 | Diario |
| IUSG · iShares Trust | 0,01% | 66 117 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 23 780 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 289 446 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 22 764 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 101 108 SH | 11 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 7 968 NS | 31 de julio de 2026 | N-PORT |
| IJH · iShares Trust | · | 2 539 318 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 420 001 SH | 11 de septiembre de 2026 | Diario |
| XJH · iShares Trust | · | 9 920 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 3 478 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 11 646 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 93 167 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 4 441 SH | 1 de septiembre de 2026 | Diario |
FHI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 15 analistas
MANTENER
Objetivo mediano
$62.00
+9,7%
0 0,0%
Compra fuerte
1 6,7%
Compra
8 53,3%
Mantener
5 33,3%
Venta
1 6,7%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-09-30Objetivo medio $61.00 +8,0%
Ahora
Precio Actual $56.50
Mín$55.00
Media$61.00
Máx$64.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FHI | · | 10.2 | 10.3% | 22.4% | 34.9% | · |
| MAIN | $5.43B | 15.3 | · | · | 16.8% | · |
| OBDC | $6.21B | 10.0 | · | · | 8.3% | · |
| HLNE | · | · | 6.5% | 32.8% | 30.5% | · |
| OTF | $6.75B | 7.9 | · | · | 9.0% | · |
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | · |
| AAMI | · | 21.3 | 11.5% | 14.2% | · | · |
| GBDC | $3.64B | 9.6 | · | · | 9.4% | · |
| AB | · | · | · | · | · | · |
| HTGC | · | · | · | · | · | · |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Jul 31, 2026