FMBH First Mid Bancshares, Inc. - Common Stock
FMBH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
FMBH Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 15 de mayo de 2026 | $0,2500 |
| 12 de febrero de 2026 | $0,2500 |
| 14 de noviembre de 2025 | $0,2500 |
| 15 de agosto de 2025 | $0,2500 |
| 15 de mayo de 2025 | $0,2400 |
| 13 de febrero de 2025 | $0,2400 |
| 14 de noviembre de 2024 | $0,2400 |
| 16 de agosto de 2024 | $0,2400 |
| 14 de mayo de 2024 | $0,2300 |
| 15 de febrero de 2024 | $0,2300 |
| 22 de noviembre de 2023 | $0,2300 |
| 11 de agosto de 2023 | $0,2300 |
| 16 de mayo de 2023 | $0,2300 |
| 14 de febrero de 2023 | $0,2300 |
| 16 de noviembre de 2022 | $0,2300 |
| 17 de agosto de 2022 | $0,2300 |
| 17 de mayo de 2022 | $0,2200 |
| 9 de febrero de 2022 | $0,2200 |
| 16 de noviembre de 2021 | $0,2200 |
| 17 de agosto de 2021 | $0,2200 |
FMBH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 15,4%
- Compra 7 53,8%
- Mantener 4 30,8%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-13Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.26 | $1.13 | 0.13% |
| 31 de marzo de 2026 | $1.14 | $1.08 | 0.06% |
| 31 de diciembre de 2025 | $1.06 | $1.08 | -0.02% |
| 30 de septiembre de 2025 | $0.97 | $0.99 | -0.02% |
| 30 de junio de 2025 | $0.99 | $0.93 | 0.06% |
| 31 de marzo de 2025 | $0.96 | $0.95 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FMBH | $935M | 10.2 | 7.4% | 26.3% | 9.9% | — |
| PEBO | — | 10.0 | 2.3% | 123.1% | 9.0% | — |
| BHRB | $936M | 8.1 | 30.6% | 34.3% | 14.3% | — |
| PFBC | — | — | — | — | — | — |
| CTBI | $1.02B | 10.4 | 13.7% | 34.7% | 11.8% | — |
| WABC | $1.18B | 10.6 | -12.2% | 45.0% | 12.5% | — |
| HBT | $813M | 10.6 | 5.6% | 32.5% | 12.9% | — |
| OSBC | $1.03B | 12.0 | 18.9% | 23.7% | 9.9% | — |
| HFWA | $803M | 12.1 | 13.5% | 27.4% | 7.5% | — |
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 | · | · | $107M | $32M | $15M | $17M | $24M | $13M | $6M | $4M | $3M | $3M | |
| Interest Income | $373M | $357M | $300M | $216M | $183M | $144M | $150M | $125M | $100M | $75M | $59M | $55M | |
| Pretax Income | $117M | $104M | $88M | $91M | $67M | $60M | $63M | $49M | $42M | $34M | $26M | $25M | |
| Income Tax | $25M | $25M | $19M | $18M | $15M | $14M | $15M | $12M | $15M | $12M | $9M | $9M | |
| Net Income | $92M | $79M | $69M | $73M | $51M | $45M | $48M | $37M | $27M | $22M | $17M | $15M | |
| EPS (Basic) | $3.84 | $3.31 | $3.17 | $3.62 | $2.88 | $2.71 | $2.88 | $2.53 | $2.13 | $2.07 | $1.84 | $1.88 | |
| EPS (Diluted) | $3.83 | $3.30 | $3.15 | $3.60 | $2.87 | $2.70 | $2.87 | $2.52 | $2.13 | $2.05 | $1.81 | $1.85 | |
| Shares (Basic) | 23,873,495 | 23,800,523 | 21,780,217 | 20,169,077 | 17,886,998 | 16,716,880 | 16,675,269 | 14,487,126 | 12,531,659 | 10,149,099 | 7,775,490 | 6,002,766 | |
| Shares (Diluted) | 23,986,508 | 23,895,681 | 21,868,788 | 20,243,635 | 17,939,007 | 16,762,856 | 16,709,476 | 14,500,585 | 12,536,534 | 10,663,710 | 9,137,689 | 8,371,687 | |
| EBITDA | $20M | $21M | $15M | $15M | $14M | $12M | $11M | $8M | $8M | $8M | $4M | $4M |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | $85M | $141M | $89M | $176M | $116M | $52M | |
| PP&E (Net) | $91M | $100M | $101M | $90M | $81M | $58M | $59M | $59M | $38M | $40M | $31M | $27M | |
| PP&E (Gross) | $131M | $137M | $143M | $128M | $121M | $95M | $94M | $90M | $67M | $73M | $58M | $54M | |
| Accum. Depreciation | $40M | $37M | $42M | $38M | $39M | $37M | $34M | $31M | $29M | $33M | $27M | $27M | |
| Goodwill | $203M | $203M | $196M | $140M | $112M | $105M | $105M | $105M | $60M | $58M | $41M | $26M | |
| Intangibles | $50M | $59M | $68M | $29M | $30M | $23M | $28M | $34M | $11M | $13M | $9M | $2M | |
| Total Assets | $7.97B | $7.52B | $7.59B | $6.74B | $5.99B | $4.73B | $3.84B | $3.84B | $2.84B | $2.88B | $2.11B | $1.61B | |
| Short-term Debt | · | · | · | · | · | · | · | · | $0 | $4M | · | · | |
| Total Liabilities | $7.01B | $6.67B | $6.79B | $6.11B | $5.35B | $4.16B | $3.31B | $3.36B | $2.53B | $2.60B | $1.91B | $1.44B | |
| Long-term Debt | $354M | · | · | · | · | · | $0 | $8M | $10M | $14M | $0 | $41M | |
| Total Debt | · | · | · | · | · | · | · | · | $0 | $4M | · | · | |
| Common Stock | $101M | $100M | $100M | $86M | $77M | $71M | $71M | $71M | $55M | $54M | $38M | $32M | |
| Retained Earnings | $464M | $395M | $339M | $289M | $234M | $198M | $167M | $131M | $105M | $86M | $72M | $62M | |
| Treasury Stock | $24M | $22M | $21M | $20M | $19M | $19M | $18M | · | · | · | · | · | |
| AOCI | $-101M | $-142M | $-136M | $-152M | $-831.0K | $17M | $8M | $-6M | $-2M | $-6M | $723.0K | $-875.0K | |
| Stockholders' Equity | $959M | $846M | $793M | $633M | $634M | $568M | $527M | $476M | $308M | $281M | $205M | $165M | |
| Liabilities + Equity | $7.97B | $7.52B | $7.59B | $6.74B | $5.99B | $4.73B | $3.84B | $3.84B | $2.84B | $2.88B | $2.11B | $1.61B | |
| Shares Outstanding | 23,986,299 | 23,895,807 | 23,827,137 | 20,452,376 | 18,080,303 | 16,741,207 | 16,673,479 | · | · | · | · | · |
Flujo de Efectivo 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $20M | $21M | $15M | $15M | $14M | $12M | $11M | $8M | $8M | $8M | $4M | $4M | |
| Stock-based Comp | $3M | $2M | $2M | $2M | $1M | $774.0K | $453.0K | $294.0K | $954.0K | $384.0K | $378.0K | $376.0K | |
| Deferred Tax | $-2M | $590.0K | $17M | $-2M | $-3M | $-5M | $2M | $4M | $2M | $-2M | $20.0K | $11.0K | |
| Amort. of Intangibles | $12M | $14M | $9M | $6M | $5M | $5M | $6M | $3M | $2M | $2M | $891.0K | $643.0K | |
| Other Non-cash | $19M | $22M | $-30M | $-22M | $6M | $11M | $2M | $-7M | $8M | $-350.0K | $646.0K | $-2M | |
| Operating Cash Flow | $131M | $124M | $72M | $66M | $70M | $64M | $63M | $42M | $46M | $27M | $22M | $18M | |
| CapEx | $7M | $5M | $4M | $5M | $4M | $2M | $4M | $3M | $1M | $695.0K | $2M | $1M | |
| Investing Cash Flow | $-303M | $-8M | $474M | $-179M | $-482M | $-562M | $-32M | $-11M | $-56M | $-78M | $10M | $-10M | |
| Debt Issued | · | · | · | $0 | $0 | $94M | $0 | $0 | $0 | $15M | $0 | $0 | |
| Net Debt Issued | · | · | · | $0 | $0 | $94M | $-8M | $-10M | $-4M | $15M | · | · | |
| Stock Issued | $1M | $1M | $1M | $1M | $2M | $610.0K | $655.0K | $37M | $4M | $195.0K | $28M | $488.0K | |
| Stock Repurchased | $724.0K | $659.0K | $465.0K | $340.0K | $326.0K | $213.0K | $1M | $138.0K | $797.0K | $0 | $1M | $2M | |
| Net Stock Activity | $396.0K | $395.0K | $539.0K | $904.0K | $2M | $397.0K | $-638.0K | $37M | $4M | $195.0K | $27M | $23M | |
| Dividends Paid | $23M | $22M | $20M | $18M | $15M | $13M | $12M | $9M | $7M | $5M | $3M | $3M | |
| Financing Cash Flow | $305M | $-139M | $-556M | $97M | $164M | $831M | $-87M | $21M | $-77M | $111M | $32M | $-21M | |
| Net Change in Cash | $134M | $-22M | $-9M | $-16M | $-249M | $332M | $-56M | $53M | $-87M | $60M | $64M | $-13M | |
| Taxes Paid | $18M | $-2M | $22M | $23M | $19M | $19M | $16M | $10M | $12M | $13M | $8M | $9M | |
| Free Cash Flow | $124M | $119M | $69M | $61M | $66M | $61M | $59M | $39M | $45M | $27M | $20M | $17M | |
| Levered FCF | · | · | $-14M | $36M | $54M | $48M | $41M | $29M | $41M | $24M | $18M | $15M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.3% | 24.3% | 24.6% | 28.2% | 21.7% | 24.2% | 26.4% | 24.9% | 21.6% | 22.3% | 21.6% | 22.1% | |
| Pretax Margin | 33.5% | 32.1% | 31.6% | 35.2% | 28.1% | 32.0% | 34.8% | 33.0% | 33.8% | 34.4% | 33.7% | 35.4% | |
| EBITDA Margin | 5.7% | 6.4% | 5.3% | 5.8% | 6.1% | 6.3% | 6.0% | 5.4% | 6.6% | 8.1% | 5.8% | 5.7% | |
| ROA | 1.2% | 1.0% | 0.96% | 1.1% | 0.96% | 1.1% | 1.2% | 1.1% | 0.93% | 0.87% | 0.89% | 0.96% | |
| ROE | 9.9% | 9.3% | 9.0% | 11.8% | 8.2% | 8.0% | 9.1% | 8.2% | 9.1% | 9.0% | 8.9% | 9.8% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | 0.0 | · | · |
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 | 7.4% | 16.0% | 8.2% | 9.0% | 27.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.5% | 11.0% | 14.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.1% | 4.8% | -12.5% | 25.4% | 6.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 2.1% | 4.8% | 5.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.3% | 14.4% | -5.5% | 41.7% | 13.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.9% | 15.3% | 15.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $349M | $325M | $280M | $259M | $238M | $187M | $182M | $147M | $123M | $98M | $76M | $70M | |
| Net Income TTM | $92M | $79M | $69M | $73M | $51M | $45M | $48M | $37M | $27M | $22M | $17M | $15M | |
| Market Cap | $935M | $880M | $826M | $656M | $774M | $564M | · | · | · | · | · | · | |
| P/E | 10.2 | 11.2 | 11.0 | 8.9 | 14.9 | 12.5 | 12.3 | 12.7 | 18.1 | 16.6 | 14.4 | 10.0 | |
| P/S | 2.7 | 2.7 | 2.9 | 2.5 | 3.3 | 3.0 | · | · | · | · | · | · | |
| P/B | 1.0 | 1.0 | 1.0 | 1.0 | 1.2 | 1.0 | · | · | · | · | · | · | |
| P / Tangible Book | 1.3 | 1.5 | 1.6 | 1.4 | 1.6 | 1.3 | · | · | · | · | · | · | |
| P / Cash Flow | 7.1 | 7.1 | 11.4 | 10.0 | 11.1 | 8.9 | · | · | · | · | · | · | |
| P / FCF | 7.5 | 7.4 | 12.0 | 10.8 | 11.7 | 9.2 | · | · | · | · | · | · | |
| Dividend Yield | 2.5% | 2.5% | 2.4% | 2.7% | 1.9% | 2.3% | · | · | · | · | · | · | |
| Earnings Yield | 9.8% | 9.0% | 9.1% | 11.2% | 6.7% | 8.0% | 8.1% | 7.9% | 5.5% | 6.0% | 7.0% | 10.0% | |
| Payout Ratio | 25.5% | 28.3% | 28.4% | 24.4% | 28.6% | 28.3% | 24.7% | 24.0% | 27.1% | 24.2% | 21.1% | 17.1% | |
| Annual Payout | $23M | $22M | $20M | $18M | $15M | $13M | $12M | $9M | $7M | $5M | $3M | $3M |
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 | · | · | · | · | · | · | · | · | $32M | $32M | · | $30M | $24M | $20M | · | $8M | |
| Interest Income | $115M | $101M | $96M | $96M | $93M | $88M | $90M | $91M | $89M | $88M | $90M | $80M | $66M | $64M | $61M | $57M | |
| Pretax Income | $36M | $34M | $30M | $29M | $30M | $28M | $25M | $25M | $27M | $27M | $22M | $20M | $21M | $25M | $24M | $23M | |
| Income Tax | $9M | $8M | $6M | $6M | $7M | $6M | $6M | $6M | $7M | $6M | $4M | $5M | $5M | $6M | $3M | $5M | |
| Net Income | $28M | $26M | $24M | $22M | $23M | $22M | $19M | $19M | $20M | $21M | $18M | $15M | $17M | $19M | $21M | $18M | |
| EPS (Basic) | $1.05 | $1.06 | $0.99 | $0.94 | $0.98 | $0.93 | $0.81 | $0.81 | $0.83 | $0.86 | $0.74 | $0.68 | $0.81 | $0.94 | $1.01 | $0.88 | |
| EPS (Diluted) | $1.04 | $1.06 | $0.98 | $0.94 | $0.98 | $0.93 | $0.81 | $0.81 | $0.82 | $0.86 | $0.74 | $0.68 | $0.80 | $0.93 | $1.00 | $0.88 | |
| Shares (Basic) | 26,458,805 | 24,777,247 | -47,728,934 | 23,876,020 | 23,867,592 | 23,858,817 | -47,873,517 | 23,905,099 | 23,896,210 | 23,872,731 | -41,461,192 | 22,220,438 | 20,528,717 | 20,492,254 | -40,030,251 | 20,454,669 | |
| Shares (Diluted) | 26,604,784 | 24,893,802 | -47,958,892 | 23,997,198 | 23,988,974 | 23,959,228 | -48,069,453 | 24,006,647 | 23,998,152 | 23,960,335 | -41,642,757 | 22,319,334 | 20,628,239 | 20,563,972 | -40,179,560 | 20,535,215 | |
| EBITDA | · | $5M | · | · | · | $5M | · | · | · | $5M | · | · | · | $3M | · | · |
Balance general 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $102M | $102M | $91M | $95M | $98M | $97M | $100M | $101M | $102M | $102M | · | $102M | $90M | $90M | · | $91M | |
| PP&E (Gross) | · | · | $131M | · | · | · | $137M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $40M | · | · | · | $37M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $204M | $203M | $203M | $203M | $203M | $203M | $203M | $203M | $196M | $196M | · | $196M | $146M | $140M | · | $140M | |
| Intangibles | $70M | $74M | $50M | $52M | $52M | $55M | $59M | $62M | $61M | $64M | · | $71M | $32M | $28M | · | $31M | |
| Total Assets | $9.21B | $9.29B | $7.97B | $7.83B | $7.68B | $7.57B | $7.52B | $7.56B | $7.58B | $7.68B | · | $7.86B | $6.70B | $6.68B | · | $6.65B | |
| Total Liabilities | $8.11B | $8.21B | $7.01B | $6.90B | $6.79B | $6.70B | $6.67B | $6.70B | $6.77B | $6.88B | · | $7.12B | $6.04B | $6.02B | · | $6.05B | |
| Long-term Debt | · | · | $354M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $111M | $111M | $101M | $101M | $101M | $101M | $100M | $100M | $100M | $100M | · | $100M | $87M | $87M | · | $86M | |
| Retained Earnings | $505M | $484M | $464M | $446M | $429M | $412M | $395M | $382M | $368M | $354M | · | $326M | $316M | $304M | · | $273M | |
| Treasury Stock | $26M | $25M | $24M | $23M | $23M | $22M | $22M | $21M | $21M | $21M | · | $20M | $20M | $20M | · | $20M | |
| AOCI | $-105M | $-109M | $-101M | $-110M | $-131M | $-135M | $-142M | $-117M | $-147M | $-148M | · | $-179M | $-152M | $-138M | · | $-168M | |
| Stockholders' Equity | $1.10B | $1.08B | $959M | $932M | $894M | $871M | $846M | $858M | $814M | $798M | $793M | $738M | $661M | $662M | $633M | $601M | |
| Liabilities + Equity | $9.21B | $9.29B | $7.97B | $7.83B | $7.68B | $7.57B | $7.52B | $7.56B | $7.58B | $7.68B | · | $7.86B | $6.70B | $6.68B | · | $6.65B | |
| Shares Outstanding | 26,594,524 | 26,609,307 | 23,986,299 | 23,996,833 | 23,988,845 | 23,981,916 | 23,895,807 | 23,904,051 | 23,895,868 | 23,888,929 | · | 23,830,038 | 20,528,192 | 20,519,717 | · | 20,454,636 |
Flujo de Efectivo 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $3M | $3M | $3M | $4M | $4M | |
| Stock-based Comp | $815.0K | $865.0K | $647.0K | $637.0K | $671.0K | $688.0K | $619.0K | $556.0K | $579.0K | $606.0K | $443.0K | $469.0K | $437.0K | $307.0K | $460.0K | $433.0K | |
| Amort. of Intangibles | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $3M | $1M | $2M | $2M | $2M | |
| Other Non-cash | · | $-7M | · | · | · | $20M | · | · | · | $3M | · | · | · | $-3M | · | · | |
| Operating Cash Flow | $26M | $25M | $42M | $33M | $8M | $48M | $38M | $33M | $24M | $29M | $29M | $5M | $18M | $20M | $12M | $34M | |
| CapEx | $2M | $2M | $2M | $1M | $2M | $2M | $1M | $1M | $1M | $1M | $618.0K | $1M | $967.0K | $941.0K | $1M | $1M | |
| Investing Cash Flow | $-91M | $80M | $-163M | $-46M | $-98M | $5M | $-47M | $-30M | $-28M | $97M | $62M | $355M | $-33M | $90M | $-74M | $-11M | |
| Stock Issued | $217.0K | $524.0K | $225.0K | $251.0K | $210.0K | $434.0K | $215.0K | $253.0K | $204.0K | $382.0K | $217.0K | $238.0K | $213.0K | $336.0K | $236.0K | $185.0K | |
| Stock Repurchased | $921.0K | $500.0K | · | · | $0 | $0 | $659.0K | $0 | $0 | $0 | $460.0K | $0 | $0 | $5.0K | $329.0K | $0 | |
| Net Stock Activity | · | $24.0K | · | · | · | $434.0K | · | · | · | $382.0K | · | · | · | $331.0K | · | · | |
| Dividends Paid | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Financing Cash Flow | $-108M | $118M | $99M | $100M | $78M | $28M | $-34M | $-75M | $-116M | $86M | $-331M | $-152M | $20M | $-93M | $54M | $492.0K | |
| Net Change in Cash | $-173M | $222M | $-22M | $87M | $-11M | $80M | $-43M | $-71M | $-120M | $213M | $-240M | $209M | $5M | $17M | $-9M | $23M | |
| Taxes Paid | $21M | $-286.0K | · | · | $9M | $-1M | $-79.0K | $-788.0K | $166.0K | $-823.0K | $6M | $7M | · | · | $525.0K | $4M | |
| Free Cash Flow | · | $23M | · | · | · | $46M | · | · | · | $28M | · | · | · | $19M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $3M | · | · | · | $4M | · | · |
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 | 25.6% | 27.1% | · | 25.2% | 26.8% | 26.3% | · | 24.2% | 24.9% | 25.7% | · | 20.6% | 26.8% | 29.2% | · | 27.6% | |
| Pretax Margin | 33.5% | 34.9% | · | 32.2% | 34.4% | 33.4% | · | 31.5% | 33.7% | 33.7% | · | 27.9% | 34.5% | 37.9% | · | 35.9% | |
| EBITDA Margin | · | 5.5% | · | · | · | 5.9% | · | · | · | 6.7% | · | · | · | 5.3% | · | · | |
| ROA | 0.33% | 0.31% | · | 0.29% | 0.31% | 0.29% | · | 0.25% | 0.28% | 0.29% | · | 0.21% | 0.25% | 0.29% | · | 0.28% | |
| ROE | 2.8% | 2.7% | · | 2.5% | 2.7% | 2.7% | · | 2.4% | 2.7% | 2.8% | · | 2.3% | 2.6% | 2.9% | · | 2.9% |
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) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $382M | $358M | · | $342M | $331M | $324M | · | $313M | $294M | $281M | · | $266M | $258M | $261M | · | $256M | |
| Net Income TTM | $100M | $94M | · | $88M | $85M | $82M | · | $75M | $72M | $71M | · | $69M | $71M | $71M | · | $69M | |
| Market Cap | $1.28B | $1.10B | · | $909M | $899M | $837M | · | $930M | $786M | $781M | · | $633M | $496M | $559M | · | $654M | |
| P/E | 12.0 | 10.5 | · | 10.3 | 10.6 | 10.2 | · | 12.3 | 10.4 | 10.0 | · | 8.1 | 7.0 | 7.7 | · | 9.1 | |
| P/S | 3.3 | 3.1 | · | 2.7 | 2.7 | 2.6 | · | 3.0 | 2.7 | 2.8 | · | 2.4 | 1.9 | 2.1 | · | 2.6 | |
| P/B | 1.2 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 0.8 | 0.8 | · | 1.1 | |
| P / Tangible Book | 1.5 | 1.4 | · | 1.3 | 1.4 | 1.4 | · | 1.6 | 1.4 | 1.5 | · | 1.3 | 1.0 | 1.1 | · | 1.5 | |
| P / Cash Flow | · | 43.7 | · | · | · | 17.5 | · | · | · | 26.9 | · | · | · | 27.5 | · | · | |
| P / FCF | · | 47.4 | · | · | · | 18.2 | · | · | · | 28.3 | · | · | · | 28.8 | · | · | |
| Earnings Yield | 8.4% | 9.5% | · | 9.7% | 9.4% | 9.8% | · | 8.2% | 9.6% | 10.0% | · | 12.4% | 14.4% | 13.0% | · | 11.0% | |
| Payout Ratio | · | 22.7% | · | · | · | 25.8% | · | · | · | 26.7% | · | · | · | 24.5% | · | · |
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 | $92M | $79M | $69M | $73M | $51M |
| EPS Diluido | $3.83 | $3.30 | $3.15 | $3.60 | $2.87 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $124M | $119M | $69M | $61M | $66M |
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Propietarios institucionales (13F) 177 declarantes · $461.2M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 24 (0 vs trimestre anterior) | 13 (+3 vs trimestre anterior) | 62 (+11 vs trimestre anterior) | 37 (-12 vs trimestre anterior) | -63K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $53 664 304 | 1 115 914 | 11,64% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $51 578 112 | 1 072 533 | 11,18% | Acciones |
| VANGUARD GROUP INC | $44 967 390 | 1 153 010 | 9,75% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $36 121 553 | 751 124 | 7,83% | Acciones |
| STATE STREET CORP | $28 105 527 | 584 436 | 6,09% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $27 322 073 | 567 999 | 5,92% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $16 590 810 | 344 995 | 3,60% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $12 194 181 | 253 570 | 2,64% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 906 492 | 205 999 | 2,15% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9 750 728 | 202 760 | 2,11% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7 978 756 | 165 913 | 1,73% | Acciones |
| Rhino Investment Partners, Inc | $7 974 188 | 165 818 | 1,73% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7 861 946 | 163 484 | 1,70% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $7 693 582 | 159 983 | 1,67% | Acciones |
| ENDEAVOUR CAPITAL ADVISORS INC | $7 595 046 | 157 934 | 1,65% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 443 226 | 154 777 | 1,61% | Acciones |
| GENDELL JEFFREY L | $6 611 077 | 137 473 | 1,43% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $6 374 200 | 132 547 | 1,38% | Acciones |
| Siena Capital Partners GP, LLC | $6 174 948 | 128 404 | 1,34% | Acciones |
| Empowered Funds, LLC | $5 502 121 | 114 413 | 1,19% | Acciones |
| COZAD ASSET MANAGEMENT INC | $4 927 782 | 102 470 | 1,07% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $4 887 894 | 118 667 | 1,06% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 827 370 | 100 382 | 1,05% | Acciones |
| BlackRock, Inc. | $4 533 108 | 94 263 | 0,98% | Acciones |
| Western Wealth Management, LLC | $4 085 919 | 84 964 | 0,89% | Acciones |
| Bank of New York Mellon Corp | $3 350 863 | 69 679 | 0,73% | Acciones |
| MONETA GROUP INVESTMENT ADVISORS LLC | $3 191 637 | 66 368 | 0,69% | Acciones |
| Boston Partners | $2 959 460 | 61 540 | 0,64% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $2 552 810 | 53 084 | 0,55% | Acciones |
| CITADEL ADVISORS LLC | $2 460 861 | 51 172 | 0,53% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2 266 686 | 55 030 | 0,49% | Acciones |
| Swiss National Bank | $2 245 803 | 46 700 | 0,49% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $2 204 205 | 45 835 | 0,48% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 147 556 | 44 657 | 0,47% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 984 434 | 41 265 | 0,43% | Acciones |
| Fisher Asset Management, LLC | $1 894 518 | 39 395 | 0,41% | Acciones |
| Quantinno Capital Management LP | $1 795 873 | 37 344 | 0,39% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 615 824 | 33 600 | 0,35% | Acciones |
| HoldCo Asset Management, LP | $1 600 628 | 33 284 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $1 386 283 | 28 827 | 0,30% | Acciones |
| Mariner, LLC | $1 374 962 | 28 591 | 0,30% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1 360 226 | 28 285 | 0,29% | Acciones |
| Visionary Wealth Advisors | $1 352 820 | 28 131 | 0,29% | Acciones |
| State of New Jersey Common Pension Fund D | $1 249 667 | 25 986 | 0,27% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $1 241 540 | 25 817 | 0,27% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $1 233 460 | 25 649 | 0,27% | Acciones |
| Armstrong, Fleming & Moore, Inc | $1 198 884 | 24 930 | 0,26% | Acciones |
| DEUTSCHE BANK AG\ | $1 173 396 | 24 400 | 0,25% | Acciones |
| GLOBEFLEX CAPITAL L P | $1 140 406 | 23 714 | 0,25% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 123 190 | 23 356 | 0,24% | Acciones |
| DUNCKER STREETT & CO INC | $1 116 217 | 23 211 | 0,24% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 031 604 | 25 045 | 0,22% | Acciones |
| MAI Capital Management | $945 979 | 19 671 | 0,21% | Acciones |
| MORGAN STANLEY | $941 137 | 19 570 | 0,20% | Acciones |
| Cetera Investment Advisers | $844 412 | 17 559 | 0,18% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $815 703 | 16 962 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $804 647 | 19 535 | 0,17% | Acciones |
| FMR LLC | $737 941 | 15 345 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $725 486 | 15 086 | 0,16% | Acciones |
| MetLife Investment Management, LLC | $691 246 | 14 374 | 0,15% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $663 642 | 13 800 | 0,14% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $625 795 | 13 013 | 0,14% | Acciones |
| Valeo Financial Advisors, LLC | $603 818 | 12 556 | 0,13% | Acciones |
| Sequoia Financial Advisors, LLC | $592 469 | 12 320 | 0,13% | Acciones |
| IEQ CAPITAL, LLC | $587 564 | 12 218 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $586 698 | 12 200 | 0,13% | Opción de venta |
| STRS OHIO | $577 080 | 12 000 | 0,13% | Acciones |
| HSBC HOLDINGS PLC | $574 009 | 11 966 | 0,12% | Acciones |
| JANUS HENDERSON GROUP PLC | $560 029 | 13 588 | 0,12% | Acciones |
| Estate Counselors, LLC | $547 505 | 11 385 | 0,12% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $545 485 | 11 343 | 0,12% | Acciones |
| FRANKLIN RESOURCES INC | $527 018 | 10 959 | 0,11% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $517 496 | 10 761 | 0,11% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $506 099 | 10 524 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $493 500 | 10 262 | 0,11% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $489 941 | 10 188 | 0,11% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $477 053 | 9 920 | 0,10% | Acciones |
| FIRST TRUST ADVISORS LP | $472 772 | 9 831 | 0,10% | Acciones |
| Invesco Ltd. | $470 224 | 9 778 | 0,10% | Acciones |
| Balyasny Asset Management L.P. | $455 893 | 9 480 | 0,10% | Acciones |
| FIFTH THIRD BANCORP | $454 643 | 9 454 | 0,10% | Acciones |
| BARCLAYS PLC | $449 978 | 9 357 | 0,10% | Acciones |
| US BANCORP \DE\ | $427 712 | 8 894 | 0,09% | Acciones |
| SEI INVESTMENTS CO | $412 853 | 8 585 | 0,09% | Acciones |
| Russell Investments Group, Ltd. | $391 837 | 8 148 | 0,08% | Acciones |
| Vanguard Investments Australia, Ltd. | $391 693 | 8 145 | 0,08% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $372 361 | 7 743 | 0,08% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $368 225 | 7 657 | 0,08% | Acciones |
| KLP KAPITALFORVALTNING AS | $351 057 | 7 300 | 0,08% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $349 374 | 7 265 | 0,08% | Acciones |
| Sterling Capital Management LLC | $317 634 | 6 605 | 0,07% | Acciones |
| CarsonAllaria Wealth Management, Ltd. | $313 212 | 6 513 | 0,07% | Acciones |
| CHOREO, LLC | $310 811 | 6 463 | 0,07% | Acciones |
| ARIZONA STATE RETIREMENT SYSTEM | $309 123 | 6 428 | 0,07% | Acciones |
| FORTE CAPITAL LLC /ADV | $299 920 | 8 000 | 0,07% | Acciones |
| LPL Financial LLC | $297 581 | 6 188 | 0,06% | Acciones |
| FEDERATED HERMES, INC. | $286 280 | 5 953 | 0,06% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $278 441 | 5 790 | 0,06% | Acciones |
| CWM, LLC | $261 474 | 6 348 | 0,06% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $256 704 | 5 338 | 0,06% | Acciones |
Informantes de la empresa 45 insiders · 24 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthew K Smith | CEO & President | 2 de julio de 2026 A | 2 213 | 0 | 0 | $0 |
| Bradley L Beesley | EVP, CEO First Mid Wealth Mgmt | 4 de febrero de 2026 S | 12 378 | 0 | 1 | $-264 000 |
| Joseph R Dively | Chairman & CEO | 2 de febrero de 2026 A | 108 893 | 0 | 0 | $0 |
| Clay M Dean | CEO-First Mid Insurance Group | 24 de diciembre de 2025 S | 278 | 0 | 2 | $-196 900 |
| Jordan D. Read | EVP, CFO & Chief Risk Officer | 2 de febrero de 2026 A | 11 670 | 0 | 0 | $0 |
| Michael L Taylor | Chief Operating Officer | 2 de febrero de 2026 A | 35 028 | 0 | 0 | $0 |
| Eric S Mcrae | EVP, Chief Lending Officer | 2 de julio de 2026 A | 8 442 | 0 | 0 | $0 |
| Regina P Nelson | EVP, Chief Marketing Officer | 8 de mayo de 2026 A | 1 000 | 0 | 0 | $0 |
| Stas R Wolak | EVP Chief Retail Banking Ofc. | 20 de febrero de 2026 S | 3 630 | 0 | 1 | $-18 778 |
| Jeremy R Frieburg | SVP, Chief Information Officer | 2 de febrero de 2026 A | 4 557 | 0 | 0 | $0 |
| Megan E Mcelwee | EVP, Chief Credit Officer | 2 de febrero de 2026 A | 8 248 | 0 | 0 | $0 |
| Anya Y Schuetz | SVP, Director of Project Mgmt | 2 de febrero de 2026 A | 3 650 | 0 | 0 | $0 |
| Jason M Crowder | EVP, General Counsel | 2 de febrero de 2026 A | 12 783 | 0 | 0 | $0 |
| Rhonda G Gatons | EVP, Chief Human Resources Ofc | 2 de febrero de 2026 A | 11 925 | 0 | 0 | $0 |
| Amanda D Lewis | EVP, Chief Operations Officer | 2 de febrero de 2026 A | 12 385 | 0 | 0 | $0 |
| David R. Hiden | SVP, Chief Information Officer | 29 de enero de 2024 A | 5 534 | 0 | 0 | $0 |
| Laurel G Allenbaugh | Executive Vice President | 15 de diciembre de 2023 F | 10 346 | 0 | 0 | $0 |
| Christopher L Slabach | SVP, Chief Risk Officer | 15 de diciembre de 2021 F | 6 167 | 0 | 0 | $0 |
| John W Hedges | EVP-Chief Credit Officer | 16 de mayo de 2016 C | 2 388 | 0 | 0 | $0 |
| Charles Allen Lefebvre | EVP-Wealth Management | 19 de noviembre de 2014 P | 5 132 | 0 | 0 | $0 |
| Kelly A Downs | SVP, Retail Services | 6 de agosto de 2012 M | 30 | 0 | 0 | $0 |
| Stanley E Gilliland | Vice President | 21 de diciembre de 2007 P | 10 767 | 0 | 0 | $0 |
| Christie L Wright | Vice President/Secretary | 15 de junio de 2007 J | 3 857 | 0 | 0 | $0 |
| Robert J Swift | EVP for Trust | 29 de noviembre de 2006 P | 1 250 | 0 | 0 | $0 |
| James Edwin Zimmer | Consejero | 2 de julio de 2026 A | 18 604 | 5 | 0 | $9 474 |
| Robert S Cook | Consejero | 2 de julio de 2026 A | 7 135 | 0 | 0 | $0 |
| Mary Westerhold | Consejero | 2 de julio de 2026 A | 15 639 | 0 | 0 | $0 |
| Alex J Melvin | Consejero | 2 de febrero de 2026 A | 137 598 | 0 | 0 | $0 |
| Gisele A Marcus | Consejero | 2 de febrero de 2026 A | 3 400 | 0 | 0 | $0 |
| James Kyle Mccurry | Consejero | 2 de febrero de 2026 A | 6 258 | 0 | 0 | $0 |
| Zachary Horn | Consejero | 2 de febrero de 2026 A | 6 725 | 0 | 0 | $0 |
| Holly B Adams | Consejero | 2 de febrero de 2026 A | 156 942 | 0 | 0 | $0 |
| Paul Laurence Palmby | Consejero | 2 de febrero de 2026 A | 5 585 | 0 | 0 | $0 |
| Todd J James | Consejero | 29 de enero de 2024 A | 950 | 0 | 0 | $0 |
| Steven L Grissom | Consejero | 21 de marzo de 2023 A | 52 346 | 0 | 0 | $0 |
| Ray A Sparks | Consejero | 1 de abril de 2022 A | 28 936 | 0 | 0 | $0 |
| Gary W Melvin | Consejero | 1 de mayo de 2018 A | 675 981 | 0 | 0 | $0 |
| William S Rowland | Consejero | 14 de agosto de 2017 S | 48 407 | 0 | 0 | $0 |
| Daniel E Marvin JR | Consejero | 16 de junio de 2008 J | 10 836 | 0 | 0 | $0 |
| Kenneth R Diepholz | Consejero | 3 de junio de 2008 M | 19 882 | 0 | 0 | $0 |
| Elizabeth L Celio | Propietario del 10% | 17 de noviembre de 2014 C | 566 263 | 0 | 0 | $0 |
| ADAMS CHARLES A /TX | Propietario del 10% | 17 de noviembre de 2014 C | 192 516 | 0 | 0 | $0 |
| Benjamin I. Lumpkin | — | 4 de agosto de 2014 G | 310 416 | 0 | 0 | $0 |
| Richard Anthony Lumpkin | — | 4 de agosto de 2014 J | 0 | 0 | 0 | $0 |
| Sara Jane Preston | — | 11 de febrero de 2011 P | 7 879 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 24 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 |
|---|---|---|---|---|---|
| Elizabeth Paige Laurie, Trustee of the EPL LINCO Trust, dated December 1, 2015 ×2 presentaciones | 8 de agosto de 2024 | — | Presentación inicial | M&A / venta | SEC |
| Elizabeth L. Celio ×8 presentaciones | 20 de septiembre de 2023 | — | Presentación inicial | Inversión pasiva | SEC |
| Benjamin I. Lumpkin ×7 presentaciones | 14 de diciembre de 2018 | — | Presentación inicial | Inversión pasiva | SEC |
| Steven L. Grissom ×6 presentaciones | 18 de diciembre de 2017 | — | Presentación inicial | Inversión pasiva | SEC |
| David R. Hodgman ×6 presentaciones | 4 de octubre de 2016 | — | Presentación inicial | Inversión pasiva | SEC |
| Gary W. Melvin ×2 presentaciones | 27 de septiembre de 2016 | — | Presentación inicial | Inversión pasiva | SEC |
| Charles Albert Adams ×4 presentaciones | 24 de junio de 2015 | — | Presentación inicial | Inversión pasiva | SEC |
| Ray A. Sparks | 24 de junio de 2015 | — | Presentación inicial | Inversión pasiva | SEC |
| Kermit Speer ×2 presentaciones | 26 de noviembre de 2014 | — | Presentación inicial | Inversión pasiva | SEC |
| Richard Anthony Lumpkin ×3 presentaciones | 5 de agosto de 2014 | — | Presentación inicial | Inversión pasiva | SEC |
| MELVIN GARY W ×2 presentaciones | 27 de agosto de 2012 | — | Presentación inicial | Inversión pasiva | SEC |
| Celio Elizabeth L ×2 presentaciones | 6 de julio de 2012 | — | Presentación inicial | Inversión pasiva | SEC |
| Lumpkin Benjamin I. ×2 presentaciones | 6 de julio de 2012 | — | Presentación inicial | Inversión pasiva | SEC |
| GRISSOM STEVEN L | 23 de febrero de 2009 | — | Presentación inicial | Inversión pasiva | SEC |
| HODGMAN DAVID R | 23 de febrero de 2009 | — | Presentación inicial | — | 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 45 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0,47% | 18 707 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,29% | 84 630 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,10% | 590 340 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,08% | 232 639 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,08% | 21 458 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 49 009 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,06% | 101 153 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,04% | 2 354 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 141 705 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,04% | 619 076 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,04% | 5 304 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,04% | 118 173 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 8 016 NS | 31 de mayo de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 5 535 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,03% | 9 445 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 86 623 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 1 024 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 11 898 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 105 964 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 1 018 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 801 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 6 365 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 408 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 5 640 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 809 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 279 425 SH | 8 de agosto de 2026 | Diario |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,01% | 136 837 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 37 461 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 973 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 13 151 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 46 501 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 20 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 10 562 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 875 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 283 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 376 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6 228 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 7 065 SH | 8 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 8 330 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 32 324 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 11 727 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 16 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 192 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 770 986 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 999 SH | 8 de agosto de 2026 | Diario |