FIBK First Interstate BancSystem, Inc. - Common Stock
$38,31
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 3, 2026
Rango 52S
$29–$41
80% of range
Calificación del Analista
HOLD
13 analysts
Precio Objetivo
$38
P/E (TTM)
13.0
ROE
8.8%
Margen de Beneficio Neto
28.5%
Acerca de First Interstate BancSystem, Inc. - Common Stock Descripción general de la empresa de Wikipedia
First Interstate BancSystem, Inc. is a financial holding company headquartered in Billings, Montana. It is the parent company of First Interstate Bank, a community bank with locations throughout 14 states within the Western and Midwestern United States. It is the largest bank based in Montana, as measured by total assets.
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First Interstate BancSystem, Inc. is a financial holding company headquartered in Billings, Montana. It is the parent company of First Interstate Bank, a community bank with locations throughout 14 states within the Western and Midwestern United States. It is the largest bank based in Montana, as measured by total assets.
History
First Interstate Bank was established in 1968 when its founder, Homer Scott, Sr. purchased the Bank of Commerce in Sheridan, Wyoming. Scott incorporated the company in Montana in 1971 and over the next ten years acquired two more banks and established six de novo banks in Montana and Wyoming.
In 1984, the company entered into a franchise agreement with First Interstate Bancorp, a multistate bank holding company headquartered in Los Angeles, California, to use the First Interstate Bank name and logo.
In 1996, Wells Fargo acquired First Interstate Bancorp, but not First Interstate Bank. Instead, the Montana organization successfully negotiated to retain the well-known First Interstate name and logo. In 2017, the company retained the rights to use the First Interstate name and logo in all 50 states.
By the end of 1999, First Interstate had grown to 42 branches through a combination of de novo start-ups and acquisitions.
In 2008, the Bank expanded into South Dakota by acquiring 18 banking offices pursuant to the purchase of First Western Bank.
The Bank extended into Idaho, Oregon and Washington with the acquisitions of Cascade Bancorp in 2017 and Northwest Bancorporation, Inc., in 2018—the parent companies of Bank of the Cascades and Inland Northwest Bank, respectively. In 2019, Idaho Independent and Community 1st Banks joined the Company, officially becoming First Interstate Bank in June of that year.
In September 2021, First Interstate announced a merger with Sioux Falls, South Dakota–based Great Western Bank. The merger was completed on February 1, 2022, making Great Western an operating division of First Interstate Bank and extended the bank's presence into Arizona, Colorado and within the Midwest, with new locations in Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota and South Dakota. Great Western locations then became First Interstate Bank branches on May 23, 2022.
Properties
First Interstate Bank is a 50% owner and primary tenant of the First Interstate Center, a 20-story building in Billings, Montana. Completed in 1985, the 272-foot structure is the tallest building in the state of Montana.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
FIBK Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$38.31
Capitalización Bursátil
$3.87B
P/E (TTM)
13.0
BPA (TTM)
$2.94
Ingresos (TTM)
—
Rendimiento div.
5.0%
ROE
8.8%
Deuda/Capital
—
Rango 52S
$29 – $41
FIBK 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
—
BPA
$2.94
2016-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
28.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
FIBK
Mediana de Pares
P/E (TTM)
13.0
12.6
P/S (TTM) (P/V (TTM))
3.7
2.5
P/B (P/C)
1.1
1.0
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
FIBK
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
28.5%
28.4%
ROA
1.1%
1.1%
ROE
8.8%
8.7%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
FIBK
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
FIBK
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-1.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
10.1%
—
EPS YoY (EPS interanual)
34.2%
—
Net Income YoY (Beneficio Neto interanual)
33.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
FIBK
Mediana de Pares
Payout Ratio (Ratio de Pago)
64.3%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
5.0%
Ratio de Pago
64.3%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 4 de agosto de 2026 | $0,4700 |
| 11 de mayo de 2026 | $0,4700 |
| 10 de febrero de 2026 | $0,4700 |
| 10 de noviembre de 2025 | $0,4700 |
| 11 de agosto de 2025 | $0,4700 |
| 12 de mayo de 2025 | $0,4700 |
| 10 de febrero de 2025 | $0,4700 |
| 4 de noviembre de 2024 | $0,4700 |
| 5 de agosto de 2024 | $0,4700 |
| 3 de mayo de 2024 | $0,4700 |
| 8 de febrero de 2024 | $0,4700 |
| 3 de noviembre de 2023 | $0,4700 |
| 4 de agosto de 2023 | $0,4700 |
| 5 de mayo de 2023 | $0,4700 |
| 6 de febrero de 2023 | $0,4700 |
| 7 de noviembre de 2022 | $0,4700 |
| 8 de agosto de 2022 | $0,4100 |
| 9 de mayo de 2022 | $0,4100 |
| 9 de febrero de 2022 | $0,4100 |
| 5 de noviembre de 2021 | $0,4100 |
FIBK Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
13 analistas
- Compra fuerte 0 0,0%
- Compra 1 7,7%
- Mantener 7 53,8%
- Venta 3 23,1%
- Venta fuerte 2 15,4%
Precio objetivo a 12 meses
8 analistas · 2026-08-13
Mediana
$38.50
Media
$37.50
Ahora
$38.31
Mín
$33.00
Máx
$41.00
Objetivo mediano
$38.50
+0,5%
Objetivo medio
$37.50
-2,1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.12%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.87 | $0.65 | 0.22% |
| 31 de marzo de 2026 | $0.61 | $0.63 | -0.02% |
| 31 de diciembre de 2025 | $1.08 | $0.65 | 0.43% |
| 30 de septiembre de 2025 | $0.69 | $0.63 | 0.06% |
| 30 de junio de 2025 | $0.69 | $0.59 | 0.10% |
| 31 de marzo de 2025 | $0.49 | $0.57 | -0.08% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| CUBI | — | — | — | — | — | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| FRME | — | — | — | — | — | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| SYBT | $1.91B | 13.7 | — | 35.3% | 13.5% | — |
| BUSE | — | — | — | — | — | — |
| BANR | — | 11.1 | 8.5% | 33.2% | 10.2% | — |
| EFSC | — | — | — | — | — | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $401M | $79M | $17M | $27M | $59M | $41M | $28M | $18M | $18M | $19M | |
| Interest Income | $1.18B | $1.30B | $1.28B | $1.02B | $506M | $524M | $554M | $473M | $378M | $297M | $282M | $267M | |
| Pretax Income | $392M | $294M | $337M | $257M | $248M | $209M | $235M | $206M | $157M | $145M | $130M | $130M | |
| Income Tax | $90M | $68M | $79M | $55M | $56M | $48M | $54M | $46M | $50M | $50M | $44M | $45M | |
| Net Income | $302M | $226M | $258M | $202M | $192M | $161M | $181M | $160M | $106M | $96M | $87M | $84M | |
| EPS (Basic) | $2.95 | $2.19 | $2.48 | $1.96 | $3.12 | $2.53 | $2.84 | $2.77 | $2.07 | $2.15 | $1.92 | $1.89 | |
| EPS (Diluted) | $2.94 | $2.19 | $2.48 | $1.96 | $3.11 | $2.53 | $2.83 | $2.75 | $2.05 | $2.13 | $1.90 | $1.87 | |
| Shares (Basic) | 102,569,649 | 102,978,301 | 103,752,206 | 103,274,070 | 61,650,312 | 63,611,891 | 63,645,029 | 57,778,857 | 51,429,366 | 44,511,774 | 45,184,091 | 44,615,060 | |
| Shares (Diluted) | 102,830,529 | 103,190,864 | 103,780,103 | 103,340,999 | 61,741,828 | 63,729,470 | 63,884,868 | 58,217,123 | 51,903,209 | 44,910,396 | 45,646,418 | 45,210,561 | |
| EBITDA | $51M | $57M | $54M | $56M | $44M | $45M | $39M | $28M | $18M | $19M | $18M | $17M |
Balance general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $822M | $759M | $782M | $780M | $799M | |
| PP&E (Net) | $407M | $427M | $444M | $445M | $300M | $312M | $306M | $245M | $242M | $194M | $191M | $195M | |
| PP&E (Gross) | $651M | $673M | $674M | $667M | $496M | $491M | $475M | $422M | $404M | $347M | $333M | $325M | |
| Accum. Depreciation | $244M | $246M | $229M | $222M | $196M | $179M | $169M | $177M | $162M | $152M | $142M | $130M | |
| Goodwill | $1.10B | $1.10B | $1.10B | $1.10B | $622M | $622M | $622M | $547M | $622M | $547M | $204M | $206M | |
| Intangibles | $53M | $67M | $81M | $97M | $41M | · | · | · | $49M | $10M | $11M | · | |
| Total Assets | $26.64B | $29.14B | $30.67B | $32.29B | $19.67B | $17.65B | $14.64B | $13.30B | $12.21B | $9.06B | $8.73B | $8.61B | |
| Deferred Tax | · | · | · | $0 | $9M | $27M | $27M | $9M | $0 | $7M | $10M | $0 | |
| Total Liabilities | $23.19B | $25.83B | $27.44B | $29.21B | $17.69B | $15.69B | $12.63B | $11.61B | $10.79B | $8.08B | $7.78B | $7.70B | |
| Long-term Debt | · | · | $99M | $99M | $99M | $99M | $0 | · | · | · | · | · | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | · | · | |
| Retained Earnings | $1.27B | $1.17B | $1.14B | $1.07B | $1.05B | $962M | $954M | $852M | $753M | $695M | $638M | $588M | |
| AOCI | $-178M | $-322M | $-356M | $-477M | $-11M | $57M | $11M | $-25M | $-12M | $-8M | $406.0K | $-3M | |
| Stockholders' Equity | $3.45B | $3.30B | $3.23B | $3.07B | $1.99B | $1.96B | $2.01B | $1.69B | $1.43B | $983M | $950M | $909M | |
| Liabilities + Equity | $26.64B | $29.14B | $30.67B | $32.29B | $19.67B | $17.65B | $14.64B | $13.30B | $12.21B | $9.06B | $8.73B | $8.61B | |
| Shares Outstanding | 101,105,745 | 104,585,964 | 103,941,626 | 104,442,023 | 62,200,456 | · | · | · | · | · | · | · |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $51M | $57M | $54M | $56M | $44M | $45M | $39M | $28M | $18M | $20M | $18M | $17M | |
| Stock-based Comp | $13M | $12M | $5M | $10M | $9M | $8M | $8M | $6M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $11M | $21M | $20M | $-5M | $5M | $-7M | $5M | $16M | $21M | $3M | $12M | $5M | |
| Amort. of Intangibles | $14M | $15M | $16M | $16M | $10M | $11M | $11M | $8M | $6M | $3M | $3M | $2M | |
| Other Non-cash | $-72M | $39M | $96M | $272M | $32M | $61M | $-106M | $11M | $5M | $-5M | $-6M | $12M | |
| Operating Cash Flow | $306M | $355M | $428M | $534M | $282M | $268M | $127M | $219M | $155M | $118M | $115M | $122M | |
| Investing Cash Flow | $2.31B | $1.76B | $1.25B | $-949M | $-2.12B | $-1.87B | $-17M | $-181M | $-131M | $-143M | $-95M | $-196M | |
| Stock Issued | · | $0 | $0 | $100.0K | $400.0K | $1M | $1M | $2M | $2M | $5M | $3M | $6M | |
| Stock Repurchased | $122M | $1M | $34M | $199M | $5M | $117M | $2M | $1M | $1M | $27M | $21M | $10M | |
| Net Stock Activity | $-122M | $-1M | $-34M | $-199M | $-5M | $-116M | $-2M | $800.0K | $1M | $-22M | $-17M | $-3M | |
| Dividends Paid | $194M | $196M | $195M | $182M | $102M | $129M | $79M | $64M | $49M | $39M | $36M | $29M | |
| Financing Cash Flow | $-2.20B | $-1.80B | $-1.97B | $-1.06B | $1.91B | $2.80B | $144M | $25M | $-47M | $27M | $-38M | $338M | |
| Net Change in Cash | $413M | $319M | $-292M | $-1.47B | $68M | $1.20B | $255M | $63M | $-23M | $2M | $-18M | $264M | |
| Taxes Paid | $37M | · | · | · | · | · | · | · | · | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.5% | 22.6% | 25.1% | 18.3% | 30.1% | 24.7% | 28.1% | 27.8% | 21.7% | 23.0% | 22.5% | 23.4% | |
| Pretax Margin | 37.0% | 29.5% | 32.8% | 23.2% | · | 32.0% | 36.5% | 35.8% | 31.9% | 34.9% | 33.9% | 36.0% | |
| EBITDA Margin | 4.8% | 5.7% | 5.2% | 5.0% | 7.0% | 6.9% | 6.0% | 4.8% | 3.8% | 4.7% | 4.8% | 4.7% | |
| ROA | 1.1% | 0.76% | 0.82% | 0.78% | 1.0% | 1.0% | 1.3% | 1.3% | 1.0% | 1.1% | 1.0% | 1.0% | |
| ROE | 8.8% | 6.8% | 8.2% | 6.7% | 9.7% | 8.2% | 9.1% | 9.6% | 7.5% | 9.7% | 9.2% | 9.4% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.9% | -2.5% | -7.2% | 73.1% | -2.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.4% | 16.1% | 16.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 34.2% | -11.7% | 26.5% | -37.0% | 22.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 14.5% | -11.0% | -0.66% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 33.7% | -12.2% | 27.4% | 5.3% | 19.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 14.3% | 5.6% | 16.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.06B | $1000M | $1.03B | $1.11B | $639M | $654M | $638M | $571M | $492M | $416M | $386M | $360M | |
| Net Income TTM | $302M | $226M | $258M | $202M | $192M | $161M | $181M | $160M | $106M | $96M | $87M | $84M | |
| Market Cap | $3.50B | $3.40B | $3.20B | $4.04B | · | · | · | · | · | · | · | · | |
| P/E | 11.8 | 14.8 | 12.4 | 19.7 | 13.1 | 16.1 | 14.8 | 13.3 | 19.5 | 20.0 | 15.3 | 14.9 | |
| P/S | 3.3 | 3.4 | 3.1 | 3.7 | · | · | · | · | · | · | · | · | |
| P/B | 1.0 | 1.0 | 1.0 | 1.3 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.5 | 1.6 | 1.6 | 2.2 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 11.4 | 9.6 | 7.5 | 7.6 | · | · | · | · | · | · | · | · | |
| Dividend Yield | 5.5% | 5.8% | 6.1% | 4.5% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.5% | 6.7% | 8.1% | 5.1% | 7.6% | 6.2% | 6.8% | 7.5% | 5.1% | 5.0% | 6.5% | 6.7% | |
| Payout Ratio | 64.3% | 86.7% | 75.8% | 90.1% | 52.9% | 79.8% | 43.8% | 40.0% | 45.6% | 41.1% | 41.8% | 33.9% | |
| Annual Payout | $194M | $196M | $195M | $182M | $102M | $129M | $79M | $64M | $49M | $39M | $36M | $29M |
Estado de resultados 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $122M | $122M | $125M | · | $109M | $99M | $77M | · | $20M | |
| Interest Income | $271M | $271M | $285M | $292M | $298M | $303M | $326M | $328M | $324M | $325M | $324M | $323M | $317M | $316M | $304M | $287M | |
| Pretax Income | $108M | $78M | $139M | $93M | $94M | $66M | $67M | $73M | $78M | $77M | $81M | $95M | $87M | $74M | $110M | $108M | |
| Income Tax | $24M | $17M | $30M | $21M | $22M | $16M | $15M | $17M | $18M | $18M | $19M | $22M | $20M | $18M | $24M | $22M | |
| Net Income | $84M | $60M | $109M | $71M | $72M | $50M | $52M | $56M | $60M | $58M | $62M | $73M | $67M | $56M | $86M | $86M | |
| EPS (Basic) | $0.87 | $0.61 | $1.08 | $0.69 | $0.69 | $0.49 | $0.50 | $0.54 | $0.58 | $0.57 | $0.59 | $0.70 | $0.65 | $0.54 | $0.93 | $0.80 | |
| EPS (Diluted) | $0.87 | $0.61 | $1.07 | $0.69 | $0.69 | $0.49 | $0.50 | $0.54 | $0.58 | $0.57 | $0.59 | $0.70 | $0.65 | $0.54 | $0.93 | $0.80 | |
| Shares (Basic) | 96,583,247 | 98,880,749 | -206,937,151 | 103,153,579 | 103,260,996 | 103,092,225 | -205,773,943 | 102,970,851 | 102,936,996 | 102,844,397 | -207,628,418 | 103,822,311 | 103,820,649 | 103,737,664 | -205,213,968 | 106,525,974 | |
| Shares (Diluted) | 96,785,949 | 99,241,041 | -207,336,141 | 103,386,991 | 103,363,692 | 103,415,987 | -206,175,923 | 103,233,618 | 103,093,135 | 103,040,034 | -207,687,934 | 103,826,427 | 103,822,891 | 103,818,719 | -205,235,591 | 106,589,699 | |
| EBITDA | · | $12M | · | · | · | $10M | · | · | · | $16M | · | · | · | $14M | · | · |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $413M | $403M | $407M | $415M | $413M | $429M | $427M | $433M | $436M | $440M | · | $446M | $444M | $443M | · | $445M | |
| PP&E (Gross) | · | · | $651M | · | · | · | $673M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $244M | · | · | · | $246M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | · | $1.10B | $1.10B | $1.10B | · | $1.10B | |
| Intangibles | · | · | $53M | · | · | · | $67M | · | · | · | · | $85M | $89M | $93M | · | $101M | |
| Total Assets | $25.89B | $26.43B | $26.64B | $27.33B | $27.57B | $28.28B | $29.14B | $29.60B | $30.29B | $30.14B | · | $30.54B | $30.98B | $31.64B | · | $31.34B | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $22.56B | $23.07B | $23.19B | $23.88B | $24.14B | $24.92B | $25.83B | $26.23B | $27.06B | $26.94B | · | $27.46B | $27.86B | $28.48B | · | $28.34B | |
| Common Stock | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | |
| Retained Earnings | $1.33B | $1.29B | $1.27B | $1.21B | $1.19B | $1.17B | $1.17B | $1.16B | $1.16B | $1.15B | · | $1.12B | $1.10B | $1.08B | · | $1.04B | |
| AOCI | $-204M | $-196M | $-178M | $-204M | $-233M | $-268M | $-322M | $-255M | $-386M | $-387M | · | $-522M | $-459M | $-399M | · | $-508M | |
| Stockholders' Equity | $3.32B | $3.36B | $3.45B | $3.45B | $3.42B | $3.36B | $3.30B | $3.37B | $3.23B | $3.21B | $3.23B | $3.09B | $3.12B | $3.16B | $3.07B | $3.01B | |
| Liabilities + Equity | $25.89B | $26.43B | $26.64B | $27.33B | $27.57B | $28.28B | $29.14B | $29.60B | $30.29B | $30.14B | · | $30.54B | $30.98B | $31.64B | · | $31.34B | |
| Shares Outstanding | 95,548,084 | 97,446,230 | 101,105,745 | 103,967,257 | 104,874,177 | 104,909,761 | 104,585,964 | · | 104,560,618 | 104,571,623 | · | 105,011,371 | 105,020,683 | 104,382,018 | · | 104,450,804 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $12M | $12M | $14M | $16M | $10M | $10M | $16M | $15M | $10M | $16M | $13M | $13M | $14M | $14M | $14M | $14M | |
| Stock-based Comp | $4M | $2M | $3M | $3M | $3M | $4M | $2M | $4M | $3M | $3M | $-4M | $4M | $3M | $2M | $900.0K | $2M | |
| Deferred Tax | $3M | $8M | $-600.0K | $-100.0K | $4M | $8M | $15M | $200.0K | $6M | $0 | $10M | $-900.0K | $-500.0K | $11M | $100.0K | $4M | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Other Non-cash | · | $-28M | · | · | · | $6M | · | · | · | $10M | · | · | · | $-26M | · | · | |
| Operating Cash Flow | $58M | $55M | $67M | $92M | $68M | $78M | $95M | $90M | $82M | $88M | $69M | $129M | $172M | $58M | $96M | $169M | |
| Investing Cash Flow | $234M | $186M | $-174M | $744M | $908M | $834M | $559M | $487M | $181M | $532M | $-76M | $295M | $167M | $868M | $-636M | $-150M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Stock Repurchased | $70M | $88M | $91M | $28M | $0 | $3M | $0 | $100.0K | $0 | $1M | $32M | $0 | $0 | $2M | $100.0K | $133M | |
| Net Stock Activity | · | $-88M | · | · | · | $-3M | · | · | · | $-1M | · | · | · | $-2M | · | · | |
| Dividends Paid | $46M | $46M | $48M | $49M | $49M | $48M | $49M | $49M | $49M | $49M | $49M | $49M | $49M | $48M | $49M | $44M | |
| Financing Cash Flow | $-334M | $-342M | $-32M | $-476M | $-758M | $-937M | $-456M | $-836M | $60M | $-562M | $-8M | $-511M | $-739M | $-716M | $819M | $-487M | |
| Net Change in Cash | $-42M | $-101M | $-140M | $359M | $219M | $-25M | $198M | $-260M | $324M | $57M | $-15M | $-87M | $-400M | $210M | $279M | $-467M |
Rentabilidad 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 31.8% | 24.9% | · | 28.5% | 28.9% | 20.3% | · | 22.0% | 24.6% | 24.1% | · | 28.4% | 25.5% | 22.1% | · | 29.6% | |
| Pretax Margin | 41.0% | 32.0% | · | 37.0% | 37.7% | 26.9% | · | 28.9% | 32.1% | 31.7% | · | 37.0% | 33.1% | 29.1% | · | 37.3% | |
| EBITDA Margin | · | 5.2% | · | · | · | 4.2% | · | · | · | 6.6% | · | · | · | 5.4% | · | · | |
| ROA | 0.31% | 0.22% | · | 0.25% | 0.25% | 0.17% | · | 0.18% | 0.20% | 0.19% | · | 0.23% | 0.21% | 0.17% | · | 0.34% | |
| ROE | 2.5% | 1.8% | · | 2.1% | 2.2% | 1.5% | · | 1.7% | 1.9% | 1.8% | · | 2.4% | 2.1% | 1.7% | · | 3.4% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 10
| 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 | $1.00B | $988M | · | $998M | $992M | $985M | · | $994M | $1.00B | $1.02B | · | $1.06B | $1.10B | $1.06B | · | $972M | |
| Net Income TTM | $287M | $254M | · | $249M | $237M | $224M | · | $247M | $258M | $254M | · | $282M | $273M | $173M | · | $164M | |
| Market Cap | $3.68B | $3.25B | · | $3.31B | $3.02B | $3.01B | · | · | $2.90B | $2.85B | · | $2.62B | $2.50B | $3.12B | · | $4.21B | |
| P/E | 13.5 | 13.5 | · | 13.2 | 12.5 | 13.1 | · | 12.8 | 11.1 | 11.1 | · | 9.3 | 9.2 | 19.0 | · | 22.5 | |
| P/S | 3.7 | 3.3 | · | 3.3 | 3.0 | 3.1 | · | · | 2.9 | 2.8 | · | 2.5 | 2.3 | 2.9 | · | 4.3 | |
| P/B | 1.1 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | · | 0.9 | 0.9 | · | 0.8 | 0.8 | 1.0 | · | 1.4 | |
| P / Tangible Book | 1.7 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | · | 1.4 | 1.3 | · | 1.4 | 1.3 | 1.6 | · | 2.3 | |
| P / Cash Flow | · | 59.2 | · | · | · | 38.3 | · | · | · | 32.5 | · | · | · | 54.0 | · | · | |
| Earnings Yield | 7.4% | 7.4% | · | 7.6% | 8.0% | 7.6% | · | 7.8% | 9.0% | 9.0% | · | 10.8% | 10.8% | 5.3% | · | 4.4% | |
| Payout Ratio | · | 75.9% | · | · | · | 95.6% | · | · | · | 83.6% | · | · | · | 85.8% | · | · |
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 | |
|---|---|---|---|---|---|
| Beneficio neto | $302M | $226M | $258M | $202M | $192M |
| EPS Diluido | $2.94 | $2.19 | $2.48 | $1.96 | $3.11 |
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Propietarios institucionales (13F) 316 declarantes · $2.3B 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 |
|---|---|---|---|---|
| 44 (-9 vs trimestre anterior) | 24 (-6 vs trimestre anterior) | 96 (+6 vs trimestre anterior) | 92 (-7 vs trimestre anterior) | +609K |
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 |
|---|---|---|---|---|
| STATE STREET CORP | $241 031 504 | 6 250 817 | 10,64% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $213 409 936 | 5 534 491 | 9,42% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $212 328 943 | 5 506 456 | 9,38% | Acciones |
| HoldCo Asset Management, LP | $152 316 126 | 3 950 107 | 6,73% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $144 151 586 | 3 738 371 | 6,37% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $94 790 043 | 2 458 248 | 4,19% | Acciones |
| Capital International Investors | $90 300 811 | 2 341 826 | 3,99% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $82 880 980 | 2 149 403 | 3,66% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $79 430 718 | 2 059 592 | 3,51% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $77 826 000 | 2 018 138 | 3,44% | Acciones |
| FIRST TRUST ADVISORS LP | $50 634 716 | 1 313 141 | 2,24% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $46 637 703 | 1 209 484 | 2,06% | Acciones |
| Capital World Investors | $45 444 734 | 1 178 546 | 2,01% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45 067 424 | 1 168 761 | 1,99% | Acciones |
| CRAMER ROSENTHAL MCGLYNN LLC | $39 872 698 | 1 034 043 | 1,76% | Acciones |
| NORGES BANK | $37 717 503 | 978 151 | 1,67% | Acciones |
| FMR LLC | $36 519 906 | 947 093 | 1,61% | Acciones |
| First Interstate Bank | $34 323 914 | 890 143 | 1,52% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $29 999 915 | 778 006 | 1,32% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $24 629 622 | 638 735 | 1,09% | Acciones |
| Leeward Investments, LLC - MA | $23 846 121 | 618 416 | 1,05% | Acciones |
| VILLERE ST DENIS J & CO LLC | $21 890 550 | 567 701 | 0,97% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $21 696 555 | 562 670 | 0,96% | Acciones |
| GOLDMAN SACHS GROUP INC | $21 345 852 | 553 575 | 0,94% | Acciones |
| DAVIDSON INVESTMENT ADVISORS | $18 465 549 | 478 878 | 0,82% | Acciones |
| D. E. Shaw & Co., Inc. | $17 856 596 | 463 086 | 0,79% | Acciones |
| Mesirow Institutional Investment Management, Inc. | $16 133 986 | 496 889 | 0,71% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $15 681 350 | 406 674 | 0,69% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $15 292 742 | 396 596 | 0,68% | Acciones |
| Aristotle Capital Boston, LLC | $13 437 246 | 348 476 | 0,59% | Acciones |
| Public Sector Pension Investment Board | $11 196 860 | 290 375 | 0,49% | Acciones |
| Fisher Asset Management, LLC | $10 239 167 | 265 538 | 0,45% | Acciones |
| Cambria Investment Management, L.P. | $9 821 386 | 254 704 | 0,43% | Acciones |
| Nuveen Asset Management, LLC | $8 873 109 | 273 271 | 0,39% | Acciones |
| RHUMBLINE ADVISERS | $8 688 123 | 225 315 | 0,38% | Acciones |
| Numerai GP LLC | $8 228 974 | 213 407 | 0,36% | Acciones |
| BANK OF AMERICA CORP /DE/ | $7 988 244 | 207 164 | 0,35% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $7 358 135 | 190 823 | 0,32% | Acciones |
| CITADEL ADVISORS LLC | $6 751 470 | 175 090 | 0,30% | Acciones |
| Granite Investment Partners, LLC | $6 725 944 | 174 428 | 0,30% | Acciones |
| Moody Aldrich Partners LLC | $6 568 580 | 170 347 | 0,29% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $6 438 324 | 166 967 | 0,28% | Acciones |
| Swiss National Bank | $6 402 734 | 166 046 | 0,28% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $5 728 242 | 148 554 | 0,25% | Acciones |
| AMERIPRISE FINANCIAL INC | $5 682 626 | 147 371 | 0,25% | Acciones |
| Legal & General Group Plc | $5 019 856 | 130 183 | 0,22% | Acciones |
| Squarepoint Ops LLC | $4 811 247 | 124 773 | 0,21% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $4 665 490 | 120 993 | 0,21% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 315 752 | 111 923 | 0,19% | Acciones |
| Vestmark Advisory Solutions, Inc. | $3 927 105 | 101 844 | 0,17% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $3 852 645 | 99 913 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 792 603 | 113 551 | 0,17% | Acciones |
| Qube Research & Technologies Ltd | $3 683 483 | 95 526 | 0,16% | Acciones |
| Rafferty Asset Management, LLC | $3 618 239 | 93 834 | 0,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 579 578 | 107 173 | 0,16% | Acciones |
| PRUDENTIAL FINANCIAL INC | $3 425 285 | 88 830 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 399 835 | 88 170 | 0,15% | Acciones |
| Phocas Financial Corp. | $3 363 512 | 87 228 | 0,15% | Acciones |
| BlackRock, Inc. | $3 311 533 | 85 880 | 0,15% | Acciones |
| Cladis Investment Advisory, LLC | $3 233 853 | 83 865 | 0,14% | Acciones |
| Ashton Thomas Private Wealth, LLC | $2 975 256 | 77 159 | 0,13% | Acciones |
| BARCLAYS PLC | $2 817 850 | 73 077 | 0,12% | Acciones |
| ExodusPoint Capital Management, LP | $2 798 762 | 72 582 | 0,12% | Acciones |
| NFJ INVESTMENT GROUP, LLC | $2 635 576 | 68 350 | 0,12% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2 573 147 | 66 731 | 0,11% | Acciones |
| GREAT LAKES ADVISORS, LLC | $2 556 682 | 66 304 | 0,11% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2 447 585 | 73 281 | 0,11% | Acciones |
| LPL Financial LLC | $2 383 870 | 61 822 | 0,11% | Acciones |
| Brevan Howard Capital Management LP | $2 360 258 | 61 210 | 0,10% | Acciones |
| State of New Jersey Common Pension Fund D | $2 313 137 | 59 988 | 0,10% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 300 644 | 59 664 | 0,10% | Acciones |
| Allspring Global Investments Holdings, LLC | $2 146 324 | 55 218 | 0,09% | Acciones |
| Vest Financial, LLC | $2 140 851 | 55 520 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $2 060 454 | 53 435 | 0,09% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 024 400 | 52 500 | 0,09% | Opción de venta |
| Cypress Capital Management LLC (WY) | $2 009 270 | 52 108 | 0,09% | Acciones |
| Northern Capital Management, Inc. | $1 989 330 | 51 590 | 0,09% | Acciones |
| Man Group plc | $1 966 290 | 50 993 | 0,09% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $1 860 443 | 48 248 | 0,08% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 775 881 | 46 055 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $1 761 382 | 45 679 | 0,08% | Acciones |
| Bridgewater Associates, LP | $1 727 874 | 44 810 | 0,08% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 681 139 | 43 598 | 0,07% | Acciones |
| UBS Group AG | $1 654 957 | 42 919 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 630 972 | 42 297 | 0,07% | Acciones |
| HUSSMAN STRATEGIC ADVISORS, INC. | $1 619 520 | 42 000 | 0,07% | Acciones |
| CITADEL ADVISORS LLC | $1 619 520 | 42 000 | 0,07% | Opción de venta |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 566 680 | 40 630 | 0,07% | Acciones |
| Pathstone Holdings, LLC | $1 477 349 | 38 313 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $1 426 720 | 37 000 | 0,06% | Acciones |
| Invesco Ltd. | $1 409 291 | 36 548 | 0,06% | Acciones |
| Quantinno Capital Management LP | $1 349 181 | 34 989 | 0,06% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $1 305 551 | 33 858 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $1 302 248 | 33 772 | 0,06% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 248 806 | 37 395 | 0,06% | Acciones |
| Elo Mutual Pension Insurance Co | $1 181 324 | 30 636 | 0,05% | Acciones |
| XTX Topco Ltd | $1 169 795 | 30 337 | 0,05% | Acciones |
| CWM, LLC | $1 135 337 | 33 992 | 0,05% | Acciones |
| American Trust | $1 101 659 | 28 570 | 0,05% | Acciones |
| Kestra Investment Management, LLC | $1 057 430 | 27 423 | 0,05% | Acciones |
Informantes de la empresa 90 insiders · 38 directivos · 44 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| James A Reuter | President and CEO | 15 de marzo de 2025 A | 60 637 | 0 | 0 | $0 |
| Kevin P Riley | President & CEO | 1 de agosto de 2024 P | 523 | 0 | 0 | $0 |
| Ed Garding | Pres. & CEO | 22 de mayo de 2015 M | 123 285 | 0 | 0 | $0 |
| Lyle R Knight | President & CEO | 18 de febrero de 2011 F | 77 091 | 0 | 0 | $0 |
| Camera David Della | Chief Financial Officer | 1 de junio de 2026 A | 30 048 | 0 | 0 | $0 |
| Marcy D Mutch | Exec. Vice Pres. & CFO | 15 de marzo de 2025 A | 69 608 | 0 | 0 | $0 |
| Terrill R Moore | Exec. Vice President & CFO | 29 de julio de 2013 C | 59 788 | 0 | 0 | $0 |
| Julie G Castle | President, Financial Services | 19 de mayo de 2011 S | 10 915 | 0 | 0 | $0 |
| Michael John Hickey | Regional President - Bank Sub | 15 de febrero de 2008 A | — | 0 | 0 | $0 |
| William A Huppert | Regional President, Bank Sub | 15 de febrero de 2008 A | 2 478 | 0 | 0 | $0 |
| Jodi Delahunt Hubbell | Chief Operating Officer | 15 de marzo de 2022 F | 20 374 | 0 | 0 | $0 |
| Jolyn M. Kanning | Chief Risk Officer | 1 de junio de 2026 A | 13 885 | 0 | 0 | $0 |
| Ryan J. Boschee | Chief Credit Officer | 1 de junio de 2026 A | 16 777 | 0 | 0 | $0 |
| Christopher L. Shepler | Chief Banking Officer | 1 de junio de 2026 A | 13 240 | 0 | 0 | $0 |
| Lori Meyer | EVP, Chief Information Officer | 1 de junio de 2026 A | 16 517 | 0 | 0 | $0 |
| Kirk D Jensen | General Counsel | 1 de junio de 2026 A | 34 978 | 0 | 0 | $0 |
| Kristina Robbins | EVP, Chief Operations Officer | 28 de mayo de 2025 F | 16 084 | 0 | 0 | $0 |
| Lorrie F Asker | Chief Banking Officer | 17 de marzo de 2025 F | 19 708 | 0 | 0 | $0 |
| Karlyn M Knieriem | EVP, Chief Risk Officer | 15 de marzo de 2024 A | 25 171 | 0 | 0 | $0 |
| Scott Edward Erkonen | EVP, Chief Information Officer | 24 de mayo de 2023 A | 13 506 | 0 | 0 | $0 |
| Ashley Hayslip | EVP, Chief Banking Officer | 28 de noviembre de 2022 A | 4 487 | 0 | 0 | $0 |
| Russell A Lee | EVP & Chief Banking Officer | 7 de noviembre de 2022 S | 4 771 | 0 | 0 | $0 |
| Philip G Gaglia | Chief Risk Officer | 17 de mayo de 2022 S | 1 687 | 0 | 0 | $0 |
| Kade G Peterson | Chief Information Officer | 21 de mayo de 2021 F | 4 922 | 0 | 0 | $0 |
| Renee Newman | EVP and Chief Strategy Officer | 15 de febrero de 2021 F | 4 321 | 0 | 0 | $0 |
| Kevin Guenthner | SVP & Chief Infor. Officer | 14 de febrero de 2018 M | 17 088 | 0 | 0 | $0 |
| William D. Gottwals | EVP and Chief Banking Officer | 15 de febrero de 2017 F | 8 362 | 0 | 0 | $0 |
| Stephen W. Yose | EVP & Chief Credit Officer | 4 de abril de 2016 A | 7 080 | 0 | 0 | $0 |
| Robert M Cerkovnik | Sr VP & Chief Credit Officer | 31 de diciembre de 2015 F | 22 787 | 0 | 0 | $0 |
| Michael G. Huston | Ex. VP & Chief Banking Officer | 31 de agosto de 2015 M | 8 636 | 0 | 0 | $0 |
| Steven E Wheeler | Branch Administration Officer | 5 de febrero de 2012 F | — | 0 | 0 | $0 |
| Neil W Klusmann | Senior Vice President | 30 de marzo de 2008 X | 7 803 | 0 | 0 | $0 |
| Keith D Cook | Regional Pres., Bank Sub. | 13 de marzo de 2008 X | 5 187 | 0 | 0 | $0 |
| Ronald J Pasco | Regional Pres., Bank Sub. | 15 de febrero de 2008 A | 0 | 0 | 0 | $0 |
| Robert A Jones | Executive Vice President | 15 de enero de 2008 S | 8 016 | 0 | 0 | $0 |
| David R Calahan | Regional Pres., Bank Sub. | 2 de abril de 2007 F | 16 329 | 0 | 0 | $0 |
| Frank Rotellini | Regional Pres., Bank Sub. | 29 de septiembre de 2005 P | 3 696 | 0 | 0 | $0 |
| Gary E Crum | Senior Vice President | 30 de septiembre de 2003 P | 1 211 | 0 | 0 | $0 |
| Matthew John Ritter | Consejero | 22 de julio de 2026 A | 1 806 | 0 | 0 | $0 |
| Brian Kevin Turner | Consejero | 22 de julio de 2026 A | 1 806 | 0 | 0 | $0 |
| Renu Agrawal | Consejero | 1 de junio de 2026 A | 4 074 | 0 | 0 | $0 |
| Alice S Cho | Consejero | 1 de junio de 2026 A | 15 792 | 0 | 0 | $0 |
| Jeremy Scott | Consejero | 1 de junio de 2026 A | 5 743 | 0 | 0 | $0 |
| James R. Scott Jr | Consejero | 1 de junio de 2026 A | 80 792 | 0 | 0 | $0 |
| Joyce Ann Phillips | Consejero | 1 de junio de 2026 A | 14 599 | 0 | 0 | $0 |
| Dennis L Johnson | Consejero | 1 de junio de 2026 A | 19 455 | 0 | 0 | $0 |
| Biff Bowman | Consejero | 1 de junio de 2026 A | 24 035 | 0 | 0 | $0 |
| Daniel A Rykhus | Consejero | 1 de junio de 2026 A | 31 357 | 0 | 0 | $0 |
| Michael L Scudder | Consejero | 1 de junio de 2026 A | 4 126 | 0 | 0 | $0 |
| John M Heyneman JR | Consejero | 1 de junio de 2026 A | 7 471 | 0 | 2 | $-1 123 300 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 4 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 |
|---|---|---|---|---|---|
| Shareholders affiliated with Risa K. Scott, Shareholders affiliated with James R. Scott, Shareholders affiliated with John M. Heyneman, Jr., Shareholders affiliated with Julie Scott Rose, Homer Scott Jr Trust, First Interstate Wealth Management Trustee, Shareholders affiliated with Susan S. Heyneman, Shareholders affiliated with James R. Scott, Jr., Shareholders affiliated with Jonathan R. Scott, Shareholders affiliated with Jeremy Scott, Geoffrey D. Scott ×4 presentaciones | 29 de mayo de 2024 | — | Presentación inicial | — | SEC |
| 4 de abril de 2024 | — | Presentación inicial | — | SEC | |
| Risa K. Scott, NBar5, Limited Partnership, James R. Scott, John M. Heyneman, Jr., Julie Scott Rose, Homer A. Scott, Jr., Susan S. Heyneman, James R. Scott, Jr., Jonathan R. Scott, Jeremy Scott ×7 presentaciones | 17 de septiembre de 2021 | — | Presentación inicial | M&A / venta | SEC |
| Randall I. Scott, N Bar 5, Limited Partnership, James R. Scott, John M. Heyneman, Jr., Thomas W. Scott, Homer A. Scott, Jr., Susan S. Heyneman ×11 presentaciones | 25 de octubre de 2019 | — | Presentación inicial | Estructura de capital | 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 74 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 |
|---|---|---|---|---|
| WBIY · Absolute Shares Trust | 1,29% | 19 679 NS | 30 de junio de 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 0,99% | 268 312 NS | 30 de abril de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,91% | 127 574 NS | 30 de abril de 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0,89% | 7 418 NS | 30 de abril de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,37% | 19 138 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,25% | 819 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,25% | 533 257 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,25% | 91 042 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,24% | 83 142 NS | 30 de abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,22% | 52 744 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 33 941 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,16% | 611 837 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,14% | 3 190 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,14% | 1 052 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,13% | 102 363 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,13% | 314 869 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,09% | 37 353 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,09% | 346 997 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,08% | 4 060 NS | 31 de mayo de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,08% | 2 977 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 18 665 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,07% | 423 265 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,05% | 5 338 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,05% | 3 176 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,04% | 23 875 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 3 213 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,03% | 15 741 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,02% | 76 245 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 231 350 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 3 603 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 13 419 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 81 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 32 929 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 1 376 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 6 006 NS | 30 de abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 3 288 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 31 208 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 21 684 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,01% | 962 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 27 314 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 51 657 NS | 31 de mayo 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 |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | — | — | 15 de julio de 2026 | Diario |