FOA Finance of America Companies Inc. Class A Common Stock
$21,45
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$16–$30
41% of range
Calificación del Analista
BUY
7 analysts
Precio Objetivo
$31
+44% upside
P/E (TTM)
6.5
ROE
10.4%
Margen de Beneficio Neto
9.1%
FOA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$21.45
Capitalización Bursátil
—
P/E (TTM)
6.5
BPA (TTM)
$3.74
Ingresos (TTM)
$497M
Rendimiento div.
—
ROE
10.4%
Deuda/Capital
—
Rango 52S
$16 – $30
FOA 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
$497M
2020-12-31
→
2025-12-31
BPA
$3.74
2022-12-31
→
2025-12-31
Flujo de caja libre
—
2022-12-31
→
2022-12-31
Márgenes
9.1%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
FOA
Mediana de Pares
P/E (TTM)
6.5
9.5
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
FOA
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
9.1%
1.5%
ROA
0.15%
0.32%
ROE
10.4%
3.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
FOA
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
FOA
Mediana de Pares
Revenue YoY (Ingresos interanuales)
26.1%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
111.2%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
-22.7%
—
EPS YoY (EPS interanual)
217.0%
—
Net Income YoY (Beneficio Neto interanual)
192.1%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
FOA
Mediana de Pares
FOA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
7 analistas
- Compra fuerte 1 14,3%
- Compra 4 57,1%
- Mantener 2 28,6%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-19
Mediana
$31.00
← Por Debajo de Todos los Objetivos
$21.45
Mín
$30.00
Máx
$32.00
Objetivo mediano
$31.00
+44,5%
Objetivo medio
$31.00
+44,5%
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 | $0.84 | $1.05 | -0.21% |
| 31 de marzo de 2026 | $1.10 | $0.85 | 0.25% |
| 31 de diciembre de 2025 | $0.69 | $0.66 | 0.03% |
| 30 de septiembre de 2025 | $1.33 | $0.68 | 0.65% |
| 30 de junio de 2025 | $0.55 | $0.62 | -0.07% |
| 31 de marzo de 2025 | $0.69 | $0.66 | 0.03% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FOA | — | 6.5 | 26.1% | 9.1% | 10.4% | — |
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | — |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | — |
| LDI | — | -4.6 | -93.7% | -609.7% | -15.2% | — |
| BETR | — | — | — | — | — | — |
| SNFCA | — | 7.2 | 3.0% | 9.3% | 8.4% | — |
| GHI | — | -13.2 | -6.4% | -8.9% | — | — |
| BLNE | $48M | -0.8 | 600.0% | -298.2% | -45.7% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $497M | $394M | $234M | $53M | · | $1.80B | $892M | |
| SG&A Expense | $51M | $59M | $82M | $71M | · | $396M | $256M | |
| Operating Expenses | $370M | $344M | $392M | $418M | · | $1.29B | $818M | |
| Operating Income | · | · | · | · | · | $-2M | $-327.4K | |
| Interest Expense | · | · | $119M | $119M | · | $123M | $139M | |
| Interest Income | $1.92B | $1.91B | $1.63B | $6M | · | $43M | $37M | |
| Other Non-op | $-15M | $-7M | $211.0K | $32M | · | $-6M | $4M | |
| Pretax Income | $113M | $43M | $-167M | $-343M | · | $500M | $78M | |
| Income Tax | $4M | $2M | $-593.0K | $-17M | · | $2M | $949.0K | |
| Net Income | $45M | $15M | $-80M | $-191M | · | $518M | $54M | |
| EPS (Basic) | $4.72 | $1.57 | $-9.77 | $-3.06 | · | · | · | |
| EPS (Diluted) | $3.74 | $1.18 | $-9.77 | $-3.12 | · | · | · | |
| Shares (Basic) | 9,537,237 | 9,850,903 | 8,197,753 | 62,298,532 | · | · | · | |
| Shares (Diluted) | 26,930,745 | 23,406,233 | 8,197,753 | 188,236,513 | · | · | · | |
| EBITDA | $39M | $39M | $48M | $65M | · | $-2M | · |
Balance general 21
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $90M | $47M | $46M | $61M | $141M | $233M | $2M | |
| Prepaid Expense | · | · | · | · | · | $10.8K | $62.7K | |
| Current Assets | · | · | · | · | · | $860.7K | $2M | |
| PP&E (Net) | $4M | $4M | $6M | $9M | $29M | $25M | · | |
| PP&E (Gross) | $9M | $14M | $16M | $15M | $38M | $62M | · | |
| Accum. Depreciation | $4M | $11M | $10M | $6M | $8M | $37M | · | |
| Goodwill | · | · | · | $0 | $0 | $121M | $121M | |
| Intangibles | $180M | $216M | $254M | $297M | $603M | $17M | · | |
| Total Assets | $30.73B | $29.16B | $27.11B | $20.87B | $21.79B | $19.57B | $16.58B | |
| Accounts Payable | · | · | · | · | · | $916.9K | $86.6K | |
| Accrued Liabilities | · | · | · | · | · | $779.4K | $8.9K | |
| Current Liabilities | · | · | · | · | · | $2M | $95.5K | |
| Total Liabilities | $30.34B | $28.84B | $26.84B | $20.47B | $20.71B | $18.77B | $28M | |
| Long-term Debt | $358M | $375M | $411M | $399M | $353M | · | · | |
| Common Stock | · | · | · | · | · | $719 | $719 | |
| Paid-in Capital | $978M | $954M | $947M | $888M | $832M | $0 | $0 | |
| Retained Earnings | $-654M | $-699M | $-714M | $-634M | $-444M | $0 | $-22M | |
| AOCI | $-285.0K | $-276.0K | $-249.0K | $-273.0K | $-110.0K | $9.0K | · | |
| Stockholders' Equity | $396M | $316M | $272M | $405M | $1.08B | $628M | $-22M | |
| Liabilities + Equity | $30.73B | $29.16B | $27.11B | $20.87B | $21.79B | $19.57B | $294M | |
| Shares Outstanding | · | · | · | · | · | 7,187,500 | 7,187,500 |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $39M | $39M | $48M | $65M | · | $19M | $19M | |
| Stock-based Comp | · | · | · | · | · | · | $3M | |
| Deferred Tax | $-4M | $-2M | · | · | · | · | · | |
| Amort. of Intangibles | $37M | $37M | $37M | $38M | · | $2M | · | |
| Other Non-cash | $-510M | $-478M | $-39M | $1.53B | · | · | · | |
| Operating Cash Flow | $-430M | $-424M | $-72M | $1.41B | · | $-686M | $101M | |
| CapEx | · | · | · | $11M | · | $9M | $4M | |
| Investing Cash Flow | $855M | $341M | $158M | $-1.82B | · | $-875M | $-2.03B | |
| Financing Cash Flow | $-402M | $160M | $-139M | $225M | · | $1.72B | $2.07B | |
| Net Change in Cash | $23M | $77M | $-53M | $-186M | · | $157M | $143M | |
| Taxes Paid | · | · | $0 | $46.0K | · | $1M | $698.0K | |
| Free Cash Flow | · | · | · | $1.40B | · | · | · | |
| Levered FCF | · | · | · | $1.25B | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.1% | 4.6% | -34.2% | -33.3% | · | · | · | |
| Pretax Margin | 22.7% | 12.7% | -71.2% | -127.7% | · | · | · | |
| EBITDA Margin | 7.8% | 11.5% | 20.3% | 11.3% | · | · | · | |
| ROA | 0.15% | · | -0.33% | -0.89% | · | · | · | |
| ROE | 10.4% | · | -42.6% | -38.9% | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | · | · | · |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 26.1% | 68.3% | 344.0% | · | · | · | · | |
| Revenue CAGR 3Y | 111.2% | · | -49.3% | · | · | · | · | |
| Revenue CAGR 5Y | -22.7% | · | · | · | · | · | · | |
| EPS YoY | 217.0% | · | · | · | · | · | · | |
| Net Income YoY | 192.1% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -38.6% | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $497M | $394M | $234M | $53M | $1.96B | $1.80B | · | |
| Net Income TTM | $45M | $15M | $-80M | $-191M | $390M | $518M | · | |
| P/E | 6.5 | 23.8 | -1.1 | -4.1 | · | · | · | |
| Earnings Yield | 15.4% | 4.2% | -88.8% | -24.6% | · | · | · |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $62M | $120M | $74M | $81M | $177M | $166M | $-49M | $290M | $79M | $75M | $276M | $-70M | $-112M | $141M | $65M | $-38M | |
| SG&A Expense | $14M | $14M | $12M | $13M | $13M | $13M | $12M | $14M | $16M | $17M | $23M | $21M | $22M | $16M | $-72M | $45M | |
| Operating Expenses | $106M | $105M | $90M | $105M | $89M | $86M | $87M | $80M | $85M | $91M | $93M | $105M | $110M | $84M | $106M | $92M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $29M | · | $28M | $32M | $32M | $35M | $34M | |
| Interest Income | $490M | $468M | $475M | $482M | $482M | $481M | $473M | $490M | $478M | $464M | $768M | $444M | $415M | $2M | $718.0K | $3M | |
| Other Non-op | $-27M | $21M | $-6M | $-5M | $-6M | $2M | $-9M | $-2M | $2M | $1M | $-3M | $4M | $-2M | $936.0K | $-6M | $20M | |
| Pretax Income | $-71M | $36M | $-22M | $-29M | $82M | $82M | $-146M | $208M | $-4M | $-16M | $172M | $-173M | $-224M | $58M | $-52M | $-113M | |
| Income Tax | $-42M | $1M | $-686.0K | $130.0K | $2M | $2M | $-3M | $4M | $1M | $0 | $193.0K | $-103.0K | $-3M | $3M | $1M | $-8M | |
| Net Income | $2M | $18M | $-10M | $-10M | $35M | $30M | $-59M | $84M | $-2M | $-8M | $61M | $-65M | $-79M | $3M | $-57M | $-84M | |
| EPS (Basic) | $0.10 | $1.93 | $-0.36 | $-1.05 | $3.16 | $2.97 | $-5.92 | $8.48 | $-0.21 | $-0.78 | $6.68 | $-7.45 | $-9.05 | $0.05 | $-0.92 | $-1.35 | |
| EPS (Diluted) | $-1.28 | $0.88 | $0.45 | $-1.27 | $2.13 | $2.43 | $-5.24 | $7.50 | $-0.30 | $-0.78 | $6.66 | $-7.45 | $-9.05 | $0.07 | $-0.78 | $-1.34 | |
| Shares (Basic) | 8,911,666 | 8,500,966 | -20,747,556 | 9,066,190 | 11,041,337 | 10,177,266 | -19,620,508 | 9,924,671 | 9,898,182 | 9,648,558 | -73,332,701 | 8,772,623 | 8,740,986 | 64,016,845 | -123,659,209 | 62,804,809 | |
| Shares (Diluted) | 17,000,600 | 19,237,695 | -52,609,321 | 19,235,795 | 30,137,247 | 30,167,024 | -32,485,818 | 23,159,304 | 23,084,189 | 9,648,558 | -199,616,868 | 8,772,623 | 8,740,986 | 190,301,012 | -376,908,584 | 187,877,936 |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $85M | $108M | $90M | $110M | $46M | $52M | $47M | $44M | $47M | $48M | $46M | $66M | $56M | $69M | $61M | $169M | |
| PP&E (Net) | $6M | · | $4M | $4M | $3M | · | $4M | · | · | · | $6M | $8M | $8M | $11M | $9M | $20M | |
| PP&E (Gross) | · | · | $9M | · | · | · | $14M | · | · | · | $16M | · | · | · | $15M | $31M | |
| Accum. Depreciation | · | · | $4M | · | · | · | $11M | · | · | · | $10M | · | · | · | $6M | $11M | |
| Intangibles | $161M | $170M | $180M | $189M | $198M | $208M | $216M | $226M | $235M | $244M | $254M | $269M | $279M | $288M | $297M | $438M | |
| Total Assets | $37.32B | $31.33B | $30.73B | $30.66B | $30.15B | $29.69B | $29.16B | $28.95B | $27.97B | $27.68B | $27.11B | $26.40B | $26.55B | $26.83B | $20.87B | $21.19B | |
| Total Liabilities | $36.91B | $30.89B | $30.34B | $30.29B | $29.67B | $29.29B | $28.84B | $28.49B | $27.72B | $27.43B | $26.84B | $26.29B | $26.27B | $26.34B | $20.47B | $20.61B | |
| Long-term Debt | · | · | $358M | $390M | · | · | · | · | · | · | $411M | · | · | · | $399M | · | |
| Paid-in Capital | $981M | $984M | $978M | $927M | $959M | $961M | $954M | $953M | $952M | $951M | $947M | $941M | $936M | $927M | $888M | $876M | |
| Retained Earnings | $-634M | $-636M | $-654M | $-643M | $-634M | $-669M | $-699M | $-640M | $-724M | $-722M | $-714M | $-776M | $-710M | $-631M | $-634M | $-577M | |
| AOCI | $-285.0K | $-285.0K | $-285.0K | $-283.0K | $-283.0K | $-285.0K | $-276.0K | $-273.0K | $-296.0K | $-266.0K | $-249.0K | $-221.0K | $-254.0K | $-209.0K | $-273.0K | $-367.0K | |
| Stockholders' Equity | $407M | $438M | $396M | $366M | $473M | $395M | $316M | $456M | $251M | $256M | $272M | $104M | $274M | $490M | $405M | $575M | |
| Liabilities + Equity | $37.32B | $31.33B | $30.73B | $30.66B | $30.15B | $29.69B | $29.16B | $28.95B | $27.97B | $27.68B | $27.11B | $26.40B | $26.55B | $26.83B | $20.87B | $21.19B |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $12M | $10M | $-9M | $17M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | $9M | $-4M | $14M | |
| Operating Cash Flow | $-183M | $-131M | $-91M | $-150M | $-96M | $-92M | $-106M | $-81M | $-104M | $-132M | $-61M | $-126M | $-106M | $222M | $347M | $306M | |
| CapEx | · | · | · | · | · | · | · | · | · | $461.0K | · | · | · | $2M | · | $2M | |
| Investing Cash Flow | $-45M | $95M | $408M | $264M | $138M | $45M | $65M | $75M | $202M | $85M | $19M | $186M | $180M | $-227M | $-163M | $-430M | |
| Financing Cash Flow | $192M | $88M | $-394M | $52M | $-57M | $-4M | $123M | $-20M | $-95M | $66M | $-15M | $-125M | $-58M | $59M | $-286M | $-71M | |
| Net Change in Cash | $-36M | $52M | $-78M | $166M | $-15M | $-50M | $82M | $-26M | $3M | $19M | $-58M | $-65M | $16M | $54M | $-102M | $-195M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $21.0K | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $-133M | · | · | · | $220M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-161M | · | · | · | $190M | · | · |
Rentabilidad 4
| 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 | 3.3% | 14.6% | · | -11.8% | 19.7% | 18.2% | · | 29.0% | -2.6% | -10.1% | · | 92.8% | 70.7% | 2.2% | · | -118.8% | |
| Pretax Margin | -113.7% | 30.2% | · | -35.3% | 46.2% | 49.3% | · | 71.8% | -4.8% | -21.1% | · | 245.0% | 200.0% | 41.2% | · | -428.5% | |
| ROA | 0.01% | 0.06% | · | -0.03% | 0.12% | 0.11% | · | 0.30% | -0.01% | -0.03% | · | -0.27% | -0.33% | 0.01% | · | -0.39% | |
| ROE | 0.47% | 4.2% | · | -2.3% | 9.6% | 9.3% | · | 30.1% | -0.80% | -2.0% | · | -19.3% | -13.9% | 0.40% | · | -5.6% |
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) 4
| 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 | $441M | $544M | · | $714M | $712M | $609M | · | $373M | $-29M | $33M | · | $-79M | $-30M | $128M | · | $444M | |
| Net Income TTM | $45M | $73M | · | $140M | $147M | $105M | · | $9M | $-154M | $-149M | · | $-226M | $-201M | $-131M | · | $-112M | |
| P/E | 59.8 | 4.0 | · | 2.1 | 2.0 | 2.4 | · | -11.2 | -0.3 | -0.4 | · | -0.7 | -1.7 | -5.5 | · | -7.0 | |
| Earnings Yield | 1.7% | 25.1% | · | 48.1% | 50.4% | 41.6% | · | -8.9% | -356.6% | -234.1% | · | -138.8% | -57.7% | -18.3% | · | -14.3% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $497M | $394M | $234M | $53M | — |
| Beneficio neto | $45M | $15M | $-80M | $-191M | — |
| EPS Diluido | $3.74 | $1.18 | $-9.77 | $-3.12 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | — | — | $1.40B | — |
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Propietarios institucionales (13F) 89 declarantes · $127.9M 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 |
|---|---|---|---|---|
| 25 (+2 vs trimestre anterior) | 11 (-1 vs trimestre anterior) | 26 (+1 vs trimestre anterior) | 19 (0 vs trimestre anterior) | -264K |
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 |
|---|---|---|---|---|
| COOPERMAN LEON G | $35 392 591 | 1 286 068 | 27,68% | Acciones |
| Beach Point Capital Management LP | $25 534 074 | 927 837 | 19,97% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $7 734 193 | 281 039 | 6,05% | Acciones |
| BRIGADE CAPITAL MANAGEMENT, LP | $7 718 700 | 280 476 | 6,04% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $4 810 111 | 174 786 | 3,76% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $3 369 521 | 122 439 | 2,64% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 153 792 | 114 600 | 2,47% | Opción de venta |
| Purpose Unlimited Inc. | $3 027 778 | 110 021 | 2,37% | Acciones |
| RBF Capital, LLC | $2 815 846 | 102 320 | 2,20% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $2 682 826 | 97 440 | 2,10% | Acciones |
| PEAK6 LLC | $2 548 352 | 92 600 | 1,99% | Opción de compra |
| Corient IA LP | $2 518 080 | 91 500 | 1,97% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2 453 903 | 89 168 | 1,92% | Acciones |
| STATE STREET CORP | $2 016 776 | 73 284 | 1,58% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 962 176 | 71 300 | 1,53% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $1 840 868 | 66 892 | 1,44% | Acciones |
| CITADEL ADVISORS LLC | $1 720 000 | 62 500 | 1,35% | Opción de compra |
| CITADEL ADVISORS LLC | $1 596 160 | 58 000 | 1,25% | Opción de venta |
| Prescott Group Capital Management, L.L.C. | $1 546 789 | 56 206 | 1,21% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $1 268 012 | 46 076 | 0,99% | Acciones |
| D. E. Shaw & Co., Inc. | $1 016 148 | 36 924 | 0,79% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $872 384 | 31 700 | 0,68% | Acciones |
| MARSHALL WACE, LLP | $857 854 | 31 172 | 0,67% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $838 039 | 30 452 | 0,66% | Acciones |
| TWO SIGMA ADVISERS, LP | $800 697 | 33 073 | 0,63% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $725 455 | 26 361 | 0,57% | Acciones |
| GOLDMAN SACHS GROUP INC | $564 848 | 20 525 | 0,44% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $533 888 | 19 400 | 0,42% | Opción de compra |
| STATE OF WISCONSIN INVESTMENT BOARD | $502 488 | 18 259 | 0,39% | Acciones |
| Cubist Systematic Strategies, LLC | $496 421 | 22 132 | 0,39% | Acciones |
| AMERIPRISE FINANCIAL INC | $477 940 | 17 367 | 0,37% | Acciones |
| FIRST TRUST ADVISORS LP | $468 335 | 17 018 | 0,37% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $427 276 | 15 526 | 0,33% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $383 739 | 13 944 | 0,30% | Acciones |
| UBS Group AG | $374 822 | 13 620 | 0,29% | Acciones |
| XTX Topco Ltd | $295 620 | 10 742 | 0,23% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $284 832 | 10 350 | 0,22% | Acciones |
| Bank of New York Mellon Corp | $252 358 | 9 170 | 0,20% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $250 432 | 9 100 | 0,20% | Acciones |
| IMC-Chicago, LLC | $240 470 | 8 738 | 0,19% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $240 250 | 8 730 | 0,19% | Acciones |
| State of Wyoming | $212 922 | 7 737 | 0,17% | Acciones |
| DEUTSCHE BANK AG\ | $106 117 | 3 856 | 0,08% | Acciones |
| RHUMBLINE ADVISERS | $102 452 | 3 723 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $93 568 | 3 400 | 0,07% | Acciones |
| Russell Investments Group, Ltd. | $89 027 | 3 235 | 0,07% | Acciones |
| AlphaQuest LLC | $68 684 | 2 837 | 0,05% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49 316 | 1 792 | 0,04% | Acciones |
| Vanguard Global Advisers, LLC | $47 142 | 1 713 | 0,04% | Acciones |
| BlackRock, Inc. | $46 646 | 1 695 | 0,04% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $46 619 | 1 694 | 0,04% | Acciones |
| JPMORGAN CHASE & CO | $44 196 | 1 613 | 0,03% | Acciones |
| CITIGROUP INC | $42 849 | 1 557 | 0,03% | Acciones |
| Tower Research Capital LLC (TRC) | $42 051 | 1 528 | 0,03% | Acciones |
| VANGUARD GROUP INC | $41 472 | 1 713 | 0,03% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $34 428 | 1 251 | 0,03% | Acciones |
| MORGAN STANLEY | $30 822 | 1 120 | 0,02% | Acciones |
| FMR LLC | $30 465 | 1 107 | 0,02% | Acciones |
| GROUP ONE TRADING LLC | $27 300 | 992 | 0,02% | Acciones |
| Arax Advisory Partners | $14 998 | 545 | 0,01% | Acciones |
| Ameritas Investment Partners, Inc. | $12 467 | 453 | 0,01% | Acciones |
| NORTHERN TRUST CORP | $12 384 | 450 | 0,01% | Acciones |
| Legal & General Group Plc | $11 091 | 403 | 0,01% | Acciones |
| BARCLAYS PLC | $8 725 | 317 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $4 957 | 180 | 0,00% | Acciones |
| PNC Financial Services Group, Inc. | $4 651 | 169 | 0,00% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 565 | 275 | 0,00% | Acciones |
| Allworth Financial LP | $4 073 | 148 | 0,00% | Acciones |
| ROYAL BANK OF CANADA | $3 000 | 109 | 0,00% | Acciones |
| IFP Advisors, Inc | $2 477 | 90 | 0,00% | Acciones |
| Sterling Capital Management LLC | $2 312 | 84 | 0,00% | Acciones |
| CWM, LLC | $1 411 | 85 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $798 | 29 | 0,00% | Acciones |
| FIDUCIARY FINANCIAL ADVISORS | $688 | 25 | 0,00% | Acciones |
| GAMMA Investing LLC | $688 | 25 | 0,00% | Acciones |
| Bogart Wealth, LLC | $633 | 23 | 0,00% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $557 | 23 | 0,00% | Acciones |
| LSV ASSET MANAGEMENT | $552 | 20 054 | 0,00% | Acciones |
| Fortitude Family Office, LLC | $495 | 18 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $413 | 15 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $385 | 14 | 0,00% | Acciones |
| True Wealth Design, LLC | $303 | 11 | 0,00% | Acciones |
| Wealth Enhancement Trust Services, Inc. | $275 | 10 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $221 | 8 | 0,00% | Acciones |
| JPL Wealth Management, LLC | $83 | 3 | 0,00% | Acciones |
| Transamerica Financial Advisors, LLC | $82 | 3 | 0,00% | Acciones |
| Clearstead Advisors, LLC | $56 | 2 | 0,00% | Acciones |
| WELLS FARGO & COMPANY/MN | $55 | 2 | 0,00% | Acciones |
| Covestor Ltd | $1 | 51 | 0,00% | Acciones |
Informantes de la empresa 15 insiders · 6 directivos · 4 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Graham Fleming | Chief Executive Officer | 7 de noviembre de 2024 A | 346 797 | 0 | 0 | $0 |
| Patricia Cook | Chief Executive Officer | 1 de abril de 2022 M | 305 392 | 0 | 0 | $0 |
| Matthew A Engel | Chief Financial Officer | 7 de noviembre de 2024 A | — | 0 | 0 | $0 |
| Johan Gericke | EVP, Chief Financial Officer | 1 de abril de 2022 A | 33 128 | 0 | 0 | $0 |
| Lauren Richmond | Chief Legal Officer | 7 de noviembre de 2024 A | — | 0 | 0 | $0 |
| Tai A. Thornock | Chief Accounting Officer | 7 de noviembre de 2024 A | 48 640 | 0 | 0 | $0 |
| Tyson Anwar Pratcher | Consejero | 9 de junio de 2022 A | 18 691 | 0 | 0 | $0 |
| Norma Corio | Consejero | 9 de junio de 2022 A | 18 691 | 0 | 0 | $0 |
| Lance West | Consejero | 9 de junio de 2022 A | 18 691 | 0 | 0 | $0 |
| Edmond Safra | Propietario del 10% | 16 de marzo de 2026 P | 520 188 | 2 | 0 | $2 147 250 |
| COOPERMAN LEON G | Propietario del 10% | 13 de marzo de 2026 P | 1 267 718 | 38 | 0 | $5 009 025 |
| Jeremy Prahm | — | 10 de agosto de 2026 S | 179 856 | 0 | 6 | $-912 448 |
| Kristen N Sieffert | — | 3 de agosto de 2026 S | 125 512 | 0 | 3 | $-52 958 |
| Brian L Libman | — | 18 de mayo de 2026 A | 35 344 | 0 | 0 | $0 |
| Robert Lord | — | 13 de mayo de 2025 M | 22 280 | 0 | 0 | $0 |
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 |
|---|---|---|---|---|---|
| Bloom Retirement Holdings Inc., Reza Jahangiri ×17 presentaciones | 6 de agosto de 2026 | 9,49% | Enmienda | — | SEC |
| BTO Urban Holdings L.L.C., Blackstone Tactical Opportunities Fund - NQ L.P., Blackstone Tactical Opportunities Fund II - NQ L.P., Blackstone Tactical Opportunities Fund - A (RA) - NQ L.P., Blackstone Tactical Opportunities Fund - I - NQ L.P., Blackstone Tactical Opportunities Fund - S - NQ L.P., Blackstone Tactical Opportunities Fund - C - NQ L.P., Blackstone Tactical Opportunities Fund - L - NQ L.P., Blackstone Tactical Opportunities Fund - O - NQ L.P., Blackstone Tactical Opportunities Fund - N - NQ L.P., Blackstone Tactical Opportunities Fund - U - NQ L.L.C., Blackstone Tactical Opportunities Fund II - C - NQ L.P., Blackstone Tactical Opportunities Fund - T - NQ L.P., BTAS NQ Holdings L.L.C., Blackstone Family Tactical Opportunities Investment Partnership SMD L.P., BTAS Associates - NQ L.L.C., Blackstone Family GP L.L.C., BTO Urban Holdings II L.P., Blackstone Tactical Opportunities Associates - NQ L.L.C., BTOA - NQ L.L.C., Blackstone Family Tactical Opportunities Investment Partnership - NQ - ESC L.P., BTO-NQ Side-by-Side GP L.L.C., Blackstone Holdings II L.P., Blackstone Holdings I/II GP L.L.C., Blackstone Inc., Blackstone Group Management L.L.C., Stephen A. Schwarzman ×12 presentaciones | 3 de marzo de 2026 | 0,00% | Enmienda | — | SEC |
| Brian L. Libman, Libman Family Holdings, LLC ×11 presentaciones | 3 de marzo de 2026 | 50,81% | Enmienda | — | SEC |
| 11 de octubre de 2023 | — | 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 24 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 |
|---|---|---|---|---|
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 145 606 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 8 055 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1 008 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 26 028 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,00% | 1 996 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 211 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 165 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 8 859 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,00% | 5 042 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 167 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 970 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 4 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 2 189 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 445 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 1 663 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | — | — | 4 de agosto de 2026 | Diario |