FORR Forrester Research, Inc. - Common Stock
FORR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
FORR 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 |
|---|---|
| 11 de diciembre de 2018 | $0,2000 |
| 11 de septiembre de 2018 | $0,2000 |
| 12 de junio de 2018 | $0,2000 |
| 6 de marzo de 2018 | $0,2000 |
| 5 de diciembre de 2017 | $0,1900 |
| 1 de septiembre de 2017 | $0,1900 |
| 5 de junio de 2017 | $0,1900 |
| 27 de febrero de 2017 | $0,1900 |
| 5 de diciembre de 2016 | $0,1800 |
| 2 de septiembre de 2016 | $0,1800 |
| 6 de junio de 2016 | $0,1800 |
| 29 de febrero de 2016 | $0,1800 |
| 30 de noviembre de 2015 | $0,1700 |
| 31 de agosto de 2015 | $0,1700 |
| 8 de junio de 2015 | $0,1700 |
| 2 de marzo de 2015 | $0,1700 |
| 1 de diciembre de 2014 | $0,1600 |
| 29 de agosto de 2014 | $0,1600 |
| 2 de junio de 2014 | $0,1600 |
| 3 de marzo de 2014 | $0,1600 |
FORR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 3 50,0%
- Venta 1 16,7%
- Venta fuerte 2 33,3%
Precio objetivo a 12 meses
1 analistas · 2026-08-16Historial 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 | $0.40 | $0.27 | 0.13% |
| 31 de marzo de 2026 | $-0.04 | $0.12 | -0.16% |
| 31 de diciembre de 2025 | $-0.04 | $0.12 | -0.16% |
| 30 de septiembre de 2025 | $0.37 | $0.31 | 0.06% |
| 30 de junio de 2025 | $0.51 | $0.51 | 0.00% |
| 31 de marzo de 2025 | $0.11 | $0.08 | 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 |
|---|---|---|---|---|---|---|
| FORR | $154M | -1.3 | -8.2% | -30.1% | -83.5% | — |
| MG | — | 23.9 | -0.77% | 2.3% | 7.8% | 28.2% |
| SPIR | — | 5.0 | -35.2% | 71.7% | 39.1% | 40.8% |
| RCMT | — | 9.3 | 14.7% | — | — | — |
| FC | — | 81.5 | -7.0% | 1.1% | 4.1% | 76.2% |
| RGP | $156M | -3.7 | -18.0% | -9.0% | -22.3% | 37.5% |
| WFCF | — | 38.3 | -3.3% | — | — | — |
| CYCU | — | -0.2 | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $397M | $432M | $481M | $538M | $494M | $449M | $462M | $358M | $338M | $326M | · | · | |
| Cost of Revenue | $171M | $183M | $204M | $224M | $202M | $162M | $178M | $129M | $119M | $112M | $110M | $120M | |
| Gross Profit | · | · | · | · | · | · | $279M | $229M | $219M | $214M | $204M | $192M | |
| SG&A Expense | $218M | $233M | $254M | $279M | $258M | $245M | $253M | $201M | $191M | $181M | $179M | $170M | |
| Operating Expenses | $510M | $432M | $474M | $505M | $456M | $433M | $463M | $335M | $310M | $295M | $295M | $294M | |
| Operating Income | $-113M | $740.0K | $7M | $33M | $39M | $-16M | $1M | $22M | $28M | $31M | $19M | $18M | |
| Interest Expense | · | · | · | $2M | $4M | $5M | $8M | · | · | · | · | · | |
| Other Non-op | $4M | $4M | $2M | $222.0K | $-1M | $-374.0K | $-515.0K | $674.0K | $301.0K | $740.0K | $511.0K | $464.0K | |
| Pretax Income | $-119M | $3M | $6M | $31M | $33M | $13M | $-10M | $24M | $27M | $31M | $19M | $18M | |
| Income Tax | $-49.0K | $8M | $3M | $9M | $8M | $3M | $-29.0K | $8M | $12M | $13M | $7M | $8M | |
| Net Income | $-119M | $-6M | $3M | $22M | $25M | $10M | $-10M | $15M | $15M | $18M | $12M | $11M | |
| EPS (Basic) | $-6.28 | $-0.30 | $0.16 | $1.15 | $1.30 | $-0.53 | $0.52 | $0.85 | $0.84 | $0.98 | $0.67 | $0.58 | |
| EPS (Diluted) | $-6.28 | $-0.30 | $0.16 | $1.14 | $1.28 | $0.53 | $0.52 | $0.84 | $0.83 | $0.97 | $0.66 | $0.57 | |
| Shares (Basic) | 19,017,000 | 19,094,000 | 19,183,000 | 18,967,000 | 19,110,000 | 18,827,000 | 18,492,000 | 18,091,000 | 17,919,000 | 17,984,000 | 17,927,000 | 18,713,000 | |
| Shares (Diluted) | 19,017,000 | 19,094,000 | 19,258,000 | 19,172,000 | 19,357,000 | 18,935,000 | 18,492,000 | 18,380,000 | 18,240,000 | 18,269,000 | 18,143,000 | 19,007,000 | |
| EBITDA | $-113M | $740.0K | $7M | $33M | $39M | $16M | $-1M | $22M | $28M | $31M | $19M | $18M |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $63M | $56M | $73M | $104M | $116M | $90M | $68M | $140M | $80M | $77M | $53M | $50M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $48M | $55M | |
| Receivables | $51M | $55M | $59M | $73M | $87M | $85M | $85M | $67M | $70M | $59M | $67M | $67M | |
| Prepaid Expense | $12M | $18M | $9M | $14M | $19M | $19M | $19M | $13M | $19M | $14M | $16M | $22M | |
| Current Assets | $213M | $201M | $216M | $235M | $269M | $217M | $192M | $236M | $237M | $223M | $198M | $208M | |
| PP&E (Net) | $11M | $12M | $19M | $23M | $28M | $27M | $30M | $22M | $25M | $24M | $28M | $32M | |
| PP&E (Gross) | $68M | $74M | $83M | $89M | $98M | $95M | $92M | $85M | $84M | $77M | $76M | $75M | |
| Accum. Depreciation | $57M | $62M | $64M | $66M | $70M | $68M | $63M | $63M | $59M | $54M | $49M | $42M | |
| Goodwill | $120M | $228M | $244M | $242M | $245M | $247M | $244M | $85M | $76M | $73M | $74M | $77M | |
| Intangibles | $19M | $27M | $38M | $50M | $63M | $78M | $97M | $5M | $732.0K | $1M | $2M | $3M | |
| Other Non-current Assets | $10M | $8M | $7M | $8M | $10M | $6M | $7M | $5M | $6M | $14M | $17M | $12M | |
| Total Assets | $404M | $504M | $564M | $608M | $680M | $644M | $639M | $354M | $345M | $336M | $319M | $333M | |
| Accounts Payable | $832.0K | $965.0K | $2M | $361.0K | $840.0K | $657.0K | $505.0K | $588.0K | $217.0K | $2M | $525.0K | $912.0K | |
| Accrued Liabilities | $62M | $58M | $81M | $91M | $98M | $77M | $80M | $54M | $50M | $41M | $41M | $36M | |
| Current Liabilities | $240M | $204M | $240M | $269M | $312M | $270M | $269M | $190M | $195M | $177M | $182M | $182M | |
| Capital Leases | $30M | $25M | $38M | $51M | $65M | $70M | $67M | · | · | · | · | · | |
| Deferred Tax | $6M | · | · | · | · | · | $23M | $969.0K | $408.0K | $100.0K | $200.0K | $97.0K | |
| Other Non-current Liabilities | $2M | $11M | $11M | $17M | $24M | $23M | $24M | $12M | · | · | $3M | $3M | |
| Total Liabilities | $278M | $274M | $324M | $387M | $476M | $458M | $481M | $202M | $204M | $186M | $192M | $191M | |
| Long-term Debt | $35M | $35M | · | · | $75M | $108M | $131M | · | · | · | · | · | |
| Total Debt | $35M | $35M | $35M | $50M | $75M | $108M | $131M | · | · | · | · | · | |
| Common Stock | $255.0K | $251.0K | $247.0K | $244.0K | $241.0K | $236.0K | $233.0K | $230.0K | $224.0K | $217.0K | $211.0K | $209.0K | |
| Retained Earnings | $53M | $172M | $178M | $175M | $153M | $128M | $118M | $128M | $123M | $122M | $117M | $117M | |
| Treasury Stock | $230M | $227M | $211M | $207M | $192M | $172M | $172M | $172M | $162M | $122M | $120M | $99M | |
| AOCI | $-1M | $-8M | $-5M | $-8M | $-3M | $-690.0K | $-5M | $-5M | $-2M | $-8M | $-5M | $-2M | |
| Stockholders' Equity | $127M | $230M | $240M | $222M | $204M | $186M | $158M | $152M | $141M | $150M | $127M | $142M | |
| Liabilities + Equity | $404M | $504M | $564M | $608M | $680M | $644M | $639M | $354M | $345M | $336M | $319M | $333M | |
| Shares Outstanding | 19,013,000 | 18,838,000 | 19,248,000 | 19,062,000 | 19,058,000 | 19,017,000 | 18,644,000 | 18,320,000 | 18,041,000 | 18,361,000 | 17,752,000 | 18,153,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $12M | $14M | $15M | $15M | $10M | $11M | $12M | $8M | $8M | $8M | $8M | $7M | |
| Deferred Tax | $-4M | $-58.0K | $-5M | $-7M | $-275.0K | $-2M | $-4M | $3M | $6M | $3M | $-985.0K | $-8M | |
| Amort. of Intangibles | $9M | $10M | $12M | $13M | $15M | $20M | $23M | $1M | $781.0K | $831.0K | $891.0K | $2M | |
| Restructuring | · | · | · | · | · | · | · | · | · | $1M | $4M | $2M | |
| Operating Cash Flow | $21M | $-4M | $22M | $39M | $107M | $48M | $48M | $38M | $37M | $44M | $34M | $29M | |
| CapEx | $3M | $3M | $5M | $6M | $11M | $9M | $12M | $5M | $8M | $4M | $4M | $2M | |
| Investing Cash Flow | $-14M | $5M | $-37M | $-7M | $-29M | $-5M | $250M | $40M | $-970.0K | $-18M | · | · | |
| Stock Repurchased | $3M | $16M | $4M | $15M | $20M | $0 | $0 | $10M | $40M | $2M | $21M | $73M | |
| Net Stock Activity | $-3M | $-16M | $-4M | $-15M | $-20M | · | · | $-10M | $-40M | $-2M | $-21M | $-73M | |
| Dividends Paid | · | · | · | · | · | · | · | $15M | $14M | $13M | $12M | $12M | |
| Financing Cash Flow | $-3M | $-16M | $-18M | $-39M | $-49M | $-24M | $129M | $-14M | $-38M | $-113.0K | · | · | |
| Net Change in Cash | $7M | $-17M | $-31M | $-12M | $27M | $21M | $-71M | $61M | $3M | $24M | $4M | $-24M | |
| Taxes Paid | $7M | $9M | $11M | $9M | $10M | $3M | $4M | $4M | $10M | $9M | $6M | $14M | |
| Free Cash Flow | $18M | $-7M | $16M | $34M | $96M | $39M | $37M | $33M | $30M | $38M | $29M | $27M | |
| Levered FCF | · | · | · | $32M | $93M | $35M | $28M | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | 60.5% | 63.7% | · | · | · | · | |
| Operating Margin | -28.5% | 0.17% | 1.4% | 6.1% | 7.8% | 3.6% | -0.23% | 6.3% | · | · | · | · | |
| Net Margin | -30.1% | -1.3% | 0.63% | 4.0% | 5.0% | 2.2% | -2.1% | 4.3% | · | · | · | · | |
| Pretax Margin | -30.1% | 0.61% | 1.3% | 5.7% | 6.7% | 2.9% | -2.1% | 6.6% | · | · | · | · | |
| EBITDA Margin | -28.5% | 0.17% | 1.4% | 6.1% | 7.8% | 3.6% | -0.23% | 6.3% | · | · | · | · | |
| ROA | -26.3% | -1.1% | 0.52% | 3.4% | 3.8% | 1.6% | -1.9% | 4.4% | 4.5% | 5.4% | 3.7% | 3.0% | |
| ROE | -83.5% | -2.5% | 1.3% | 10.0% | 12.3% | 5.5% | -6.3% | 10.3% | 10.4% | 12.7% | 8.9% | 6.3% | |
| ROIC | -70.0% | -0.61% | 1.2% | 8.5% | 10.4% | 4.3% | -0.37% | 9.7% | 10.8% | 11.8% | 9.2% | 7.6% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.0 | 0.9 | 0.9 | 0.9 | 0.8 | 0.7 | 1.2 | 1.2 | 1.3 | 1.1 | 1.1 | |
| Quick Ratio | 0.5 | 0.5 | 0.5 | 0.7 | 0.6 | 0.6 | 0.6 | 1.1 | 0.8 | 0.8 | 0.9 | 0.9 | |
| Debt / Equity | 0.3 | 0.2 | 0.1 | 0.2 | 0.4 | 0.6 | 0.8 | · | · | · | · | · | |
| LT Debt / Equity | 0.0 | 0.2 | 0.1 | 0.2 | 0.4 | 0.5 | 0.8 | · | · | · | · | · | |
| Interest Coverage | · | · | · | 13.3 | 9.2 | 3.0 | -0.1 | · | · | · | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.8 | 0.8 | 0.8 | 0.7 | 0.7 | 0.9 | 1.0 | · | · | · | · | |
| Receivables Turnover | 7.5 | 7.6 | 7.3 | 6.7 | 5.8 | 5.3 | 6.1 | 5.2 | · | · | · | · |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -8.2% | -10.1% | -10.6% | 8.8% | 10.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -9.6% | -4.4% | 2.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -2.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | -86.0% | -10.9% | 141.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | -32.9% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | -86.0% | -12.2% | 148.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | -32.7% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $397M | $432M | $481M | $538M | $494M | $449M | $462M | $358M | $338M | $326M | $294M | $294M | |
| Net Income TTM | $-119M | $-6M | $3M | $22M | $25M | $10M | $-10M | $15M | $15M | $18M | $12M | $11M | |
| Market Cap | $154M | $295M | $516M | $682M | $1.12B | $797M | $777M | $819M | $797M | $789M | $506M | $715M | |
| Enterprise Value | $126M | $274M | $478M | $628M | $1.08B | $814M | $840M | · | · | · | · | · | |
| P/E | -1.3 | -52.2 | 167.6 | 31.4 | 45.9 | 79.1 | 80.2 | 53.2 | 53.3 | 44.3 | 43.2 | 69.1 | |
| P/S | 0.4 | 0.7 | 1.1 | 1.3 | 2.3 | 1.8 | 1.7 | 2.3 | 2.4 | 2.4 | 1.7 | 2.4 | |
| P/B | 1.2 | 1.3 | 2.1 | 3.1 | 5.5 | 4.3 | 4.9 | 5.4 | 5.6 | 5.3 | 4.0 | 5.0 | |
| P / Cash Flow | 7.3 | -76.5 | 23.8 | 17.3 | 10.5 | 16.7 | 16.1 | 21.3 | 21.3 | 18.8 | 15.6 | 24.8 | |
| P / FCF | 8.5 | -40.7 | 31.9 | 20.2 | 11.6 | 20.5 | 21.3 | 24.5 | 26.9 | 20.9 | 17.7 | 26.2 | |
| EV / EBITDA | -1.1 | 370.4 | 70.7 | 19.2 | 27.9 | 50.3 | -781.5 | · | · | · | · | · | |
| EV / FCF | 7.0 | -37.8 | 29.6 | 18.6 | 11.2 | 21.0 | 23.0 | · | · | · | · | · | |
| EV / Revenue | 0.3 | 0.6 | 1.0 | 1.2 | 2.2 | 1.8 | 1.8 | · | · | · | · | · | |
| Dividend Yield | · | · | · | · | · | · | · | 1.8% | 1.7% | 1.7% | 2.4% | 1.7% | |
| Earnings Yield | -77.3% | -1.9% | 0.60% | 3.2% | 2.2% | 1.3% | 1.2% | 1.9% | 1.9% | 2.3% | 2.3% | 1.5% | |
| Payout Ratio | · | · | · | · | · | · | · | 94.3% | 90.0% | 73.6% | 101.5% | 110.1% | |
| Annual Payout | · | · | · | · | · | · | · | $15M | $14M | $13M | $12M | $12M |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $100M | $85M | $101M | $94M | $112M | $90M | $108M | $103M | $122M | $100M | $118M | $113M | $136M | $114M | $137M | $128M | |
| Cost of Revenue | $44M | $39M | $44M | $38M | $50M | $40M | $45M | $42M | $51M | $45M | $53M | $48M | $55M | $49M | $63M | $53M | |
| SG&A Expense | $50M | $52M | $57M | $51M | $55M | $53M | $62M | $57M | $57M | $57M | $70M | $60M | $59M | $65M | $83M | $65M | |
| Operating Expenses | $97M | $104M | $138M | $90M | $105M | $177M | $109M | $103M | $111M | $109M | $120M | $108M | $127M | $119M | $140M | $119M | |
| Operating Income | $3M | $-19M | $-37M | $4M | $7M | $-88M | $-551.0K | $-731.0K | $11M | $-9M | $-1M | $5M | $8M | $-5M | $-3M | $9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $584.0K | |
| Other Non-op | $801.0K | $713.0K | $999.0K | $938.0K | $835.0K | $980.0K | $1M | $427.0K | $1M | $1M | $739.0K | $568.0K | $514.0K | $550.0K | $30.0K | $346.0K | |
| Pretax Income | $3M | $-19M | $-37M | $-2M | $7M | $-88M | $925.0K | $-1M | $12M | $-9M | $-1M | $5M | $8M | $-5M | $-4M | $8M | |
| Income Tax | $-12M | $3M | $-3M | $437.0K | $3M | $-1M | $493.0K | $5M | $5M | $-2M | $-602.0K | $2M | $3M | $-1M | $-2M | $3M | |
| Net Income | $15M | $-22M | $-34M | $-2M | $4M | $-87M | $432.0K | $-6M | $6M | $-7M | $-663.0K | $2M | $5M | $-4M | $-2M | $5M | |
| EPS (Basic) | $0.79 | $-1.14 | $-1.76 | $-0.11 | $0.21 | $-4.62 | $0.02 | $-0.30 | $0.33 | $-0.35 | $-0.04 | $0.13 | $0.28 | $-0.21 | $-0.10 | $0.29 | |
| EPS (Diluted) | $0.78 | $-1.14 | $-1.75 | $-0.11 | $0.20 | $-4.62 | $0.02 | $-0.30 | $0.33 | $-0.35 | $-0.04 | $0.13 | $0.28 | $-0.21 | $-0.08 | $0.28 | |
| Shares (Basic) | 19,403,000 | 19,071,000 | -38,049,000 | 19,113,000 | 19,063,000 | 18,890,000 | -38,349,000 | 19,065,000 | 19,093,000 | 19,285,000 | -38,309,000 | 19,191,000 | 19,193,000 | 19,108,000 | -37,850,000 | 18,958,000 | |
| Shares (Diluted) | 19,455,000 | 19,071,000 | -38,151,000 | 19,113,000 | 19,165,000 | 18,890,000 | -38,380,000 | 19,065,000 | 19,124,000 | 19,285,000 | -38,397,000 | 19,289,000 | 19,258,000 | 19,108,000 | -38,404,000 | 19,139,000 | |
| EBITDA | $3M | $-19M | · | $4M | $7M | $-88M | · | $-731.0K | $11M | $-9M | · | $5M | $8M | $-5M | · | $9M |
Balance general 27
| 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 | $60M | $74M | $63M | $65M | $68M | $76M | $56M | $63M | $59M | $61M | · | $102M | $110M | $104M | · | $99M | |
| Receivables | $36M | $41M | $51M | $34M | $40M | $43M | $55M | $39M | $48M | $55M | · | $41M | $46M | $59M | · | $51M | |
| Prepaid Expense | $38M | $12M | $12M | $12M | $21M | $20M | $18M | $24M | $17M | $24M | · | $16M | $22M | $23M | · | $16M | |
| Current Assets | $222M | $218M | $213M | $194M | $214M | $218M | $201M | $194M | $193M | $219M | · | $185M | $210M | $226M | · | $204M | |
| PP&E (Net) | $32M | $20M | $11M | $10M | $10M | $11M | $12M | $13M | $17M | $18M | · | $20M | $21M | $22M | · | $25M | |
| PP&E (Gross) | · | · | $68M | · | · | · | $74M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $57M | · | · | · | $62M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $109M | $109M | $120M | $147M | $147M | $145M | $228M | $230M | $243M | $243M | $244M | $242M | $243M | $243M | $242M | $239M | |
| Intangibles | $15M | $17M | $19M | $21M | $23M | $25M | $27M | $30M | $33M | $35M | · | $40M | $43M | $46M | · | $52M | |
| Other Non-current Assets | $10M | $16M | $10M | $11M | $8M | $15M | $8M | $9M | $7M | $7M | · | $7M | $8M | $8M | · | $9M | |
| Total Assets | $417M | $409M | $404M | $414M | $436M | $440M | $504M | $505M | $524M | $556M | · | $536M | $571M | $594M | · | $585M | |
| Accounts Payable | $1M | $1M | $832.0K | $2M | $2M | $422.0K | $965.0K | $2M | $2M | $3M | · | $762.0K | $1M | $425.0K | · | $1M | |
| Accrued Liabilities | $60M | $64M | $62M | $39M | $41M | $43M | $58M | $43M | $45M | $45M | · | $57M | $63M | $54M | · | $65M | |
| Current Liabilities | $209M | $238M | $240M | $182M | $197M | $224M | $204M | $198M | $212M | $241M | · | $216M | $244M | $269M | · | $247M | |
| Capital Leases | $29M | $27M | $30M | $32M | $35M | $22M | $25M | $28M | $31M | $34M | · | $41M | $45M | $49M | · | $54M | |
| Deferred Tax | $20M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $2M | $3M | $8M | $8M | $9M | $12M | $11M | $10M | $9M | $14M | · | $12M | $16M | $18M | · | $21M | |
| Total Liabilities | $295M | $303M | $278M | $257M | $276M | $292M | $274M | $271M | $287M | $325M | · | $303M | $339M | $371M | · | $371M | |
| Long-term Debt | $35M | $35M | $35M | · | · | · | $35M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $35M | $35M | · | $35M | $35M | $35M | · | $35M | $35M | $35M | · | $35M | $35M | $35M | · | $50M | |
| Common Stock | $259.0K | $257.0K | $255.0K | $255.0K | $254.0K | $253.0K | $251.0K | $251.0K | $249.0K | $249.0K | · | $247.0K | $245.0K | $245.0K | · | $244.0K | |
| Retained Earnings | $46M | $31M | $53M | $86M | $89M | $85M | $172M | $172M | $177M | $171M | · | $178M | $176M | $171M | · | $176M | |
| Treasury Stock | $231M | $230M | $230M | $230M | $227M | $227M | $227M | $224M | $219M | $215M | · | $211M | $208M | $207M | · | $207M | |
| AOCI | $-3M | $-3M | $-1M | $-1M | $-300.0K | $-5M | $-8M | $-2M | $-7M | $-7M | · | $-8M | $-6M | $-7M | · | $-14M | |
| Stockholders' Equity | $122M | $106M | $127M | $158M | $160M | $147M | $230M | $234M | $237M | $231M | $240M | $233M | $232M | $223M | $222M | $214M | |
| Liabilities + Equity | $417M | $409M | $404M | $414M | $436M | $440M | $504M | $505M | $524M | $556M | · | $536M | $571M | $594M | · | $585M | |
| Shares Outstanding | 19,284,000 | 19,176,000 | 19,013,000 | 18,989,000 | 19,080,000 | 18,980,000 | 18,838,000 | 18,983,000 | 19,056,000 | 19,242,000 | · | 19,235,000 | 19,180,000 | 19,191,000 | · | 19,047,000 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $3M | $3M | $2M | $3M | $4M | $2M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $4M | $4M | |
| Deferred Tax | $25M | $-10M | $-392.0K | $-2M | $-2M | $879.0K | $301.0K | $676.0K | $-5M | $3M | $-1M | $-3M | $-3M | $2M | $-4M | $202.0K | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | $2M | · | · | |
| Operating Cash Flow | $-555.0K | $26M | $-3M | $1M | $-4M | $27M | $-2M | $264.0K | $-3M | $611.0K | $12M | $-6M | $4M | $12M | $2M | $3M | |
| CapEx | $12M | $6M | $1M | $673.0K | $602.0K | $648.0K | $657.0K | $487.0K | $830.0K | $1M | $2M | $1M | $1M | $2M | $1M | $2M | |
| Investing Cash Flow | $-12M | $-14M | $2M | $-956.0K | $-6M | $-8M | $245.0K | $7M | $5M | $-7M | $-43M | $3M | $2M | $1M | $-1M | $-2M | |
| Debt Issued | $0 | $21M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | $21M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | $133.0K | $2M | $44.0K | $0 | $3M | $5M | $4M | $4M | $0 | $3M | $820.0K | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-4M | · | · | · | $0 | · | · | |
| Financing Cash Flow | $-2M | $148.0K | $-195.0K | $-2M | $-485.0K | $235.0K | $-3M | $-5M | $-4M | $-4M | $-57.0K | $-3M | $-1M | $-14M | $-82.0K | $-499.0K | |
| Net Change in Cash | $-14M | $11M | $-2M | $-3M | $-8M | $20M | $-7M | $4M | $-3M | $-12M | $-29M | $-8M | $6M | $634.0K | $5M | $-5M | |
| Taxes Paid | $502.0K | $2M | $779.0K | $1M | $2M | $3M | $735.0K | $2M | $4M | $3M | $60.0K | $854.0K | $8M | $2M | $4M | $1M | |
| Free Cash Flow | · | $19M | · | · | · | $26M | · | · | · | $-815.0K | · | · | · | $11M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.4% | -21.8% | · | 4.7% | 6.2% | -97.5% | · | -0.71% | 9.3% | -9.3% | · | 4.5% | 6.1% | -4.5% | · | 6.7% | |
| Net Margin | 15.2% | -25.5% | · | -2.2% | 3.5% | -97.1% | · | -5.7% | 5.2% | -6.7% | · | 2.2% | 3.9% | -3.6% | · | 4.2% | |
| Pretax Margin | 2.9% | -21.9% | · | -1.8% | 6.4% | -98.2% | · | -1.1% | 9.5% | -8.8% | · | 4.3% | 5.9% | -4.7% | · | 6.5% | |
| EBITDA Margin | 3.4% | -21.8% | · | 4.7% | 6.2% | -97.5% | · | -0.71% | 9.3% | -9.3% | · | 4.5% | 6.1% | -4.5% | · | 6.7% | |
| ROA | 3.6% | -5.1% | · | -0.46% | 0.82% | -17.5% | · | -1.1% | 1.1% | -1.2% | · | 0.44% | 0.89% | -0.65% | · | 0.87% | |
| ROE | 10.8% | -17.2% | · | -1.1% | 2.0% | -46.1% | · | -2.5% | 2.7% | -2.9% | · | 1.1% | 2.4% | -1.9% | · | 2.6% | |
| ROIC | 11.4% | -15.4% | · | 2.9% | 2.0% | -47.4% | · | -1.5% | 2.3% | -2.7% | · | 0.96% | 2.0% | -1.5% | · | 2.1% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 0.9 | · | 1.1 | 1.1 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.8 | · | 0.8 | |
| Quick Ratio | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.7 | 0.6 | 0.6 | · | 0.6 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| LT Debt / Equity | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 14.7 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 2.6 | 2.0 | · | 2.6 | 2.5 | 1.8 | · | 2.6 | 2.6 | 1.8 | · | 2.5 | 2.6 | 1.8 | · | 2.5 |
Valoración (TTM) 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 TTM | $392M | $381M | · | $398M | $426M | $414M | · | $438M | $471M | $463M | · | $490M | $525M | $515M | · | $519M | |
| Net Income TTM | $-5M | $-107M | · | $-91M | $-83M | $-93M | · | $-4M | $7M | $-3M | · | $9M | $21M | $19M | · | $28M | |
| Market Cap | $162M | $109M | · | $201M | $189M | $175M | · | $342M | $325M | $415M | · | $556M | $558M | $621M | · | $686M | |
| Enterprise Value | $138M | $70M | · | $171M | $156M | $135M | · | $314M | $302M | $388M | · | $489M | $483M | $552M | · | $637M | |
| P/E | -31.1 | -1.0 | · | -2.2 | -2.3 | -1.9 | · | -94.8 | 43.8 | -143.7 | · | 60.2 | 27.2 | 32.0 | · | 24.8 | |
| P/S | 0.4 | 0.3 | · | 0.5 | 0.4 | 0.4 | · | 0.8 | 0.7 | 0.9 | · | 1.1 | 1.1 | 1.2 | · | 1.3 | |
| P/B | 1.3 | 1.0 | · | 1.3 | 1.2 | 1.2 | · | 1.5 | 1.4 | 1.8 | · | 2.4 | 2.4 | 2.8 | · | 3.2 | |
| P / Cash Flow | · | 4.2 | · | · | · | 6.6 | · | · | · | 679.0 | · | · | · | 50.5 | · | · | |
| P / FCF | · | 5.6 | · | · | · | 6.7 | · | · | · | -509.0 | · | · | · | 58.3 | · | · | |
| EV / EBITDA | 40.5 | -3.7 | · | 38.4 | 22.4 | -1.5 | · | -429.7 | 26.7 | -41.8 | · | 96.8 | 58.3 | -107.3 | · | 74.5 | |
| EV / FCF | · | 3.6 | · | · | · | 5.2 | · | · | · | -476.7 | · | · | · | 51.8 | · | · | |
| EV / Revenue | 0.4 | 0.2 | · | 0.4 | 0.4 | 0.3 | · | 0.7 | 0.6 | 0.8 | · | 1.0 | 0.9 | 1.1 | · | 1.2 | |
| Earnings Yield | -3.2% | -100.2% | · | -45.6% | -44.3% | -53.5% | · | -1.1% | 2.3% | -0.70% | · | 1.7% | 3.7% | 3.1% | · | 4.0% |
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 | $397M | $432M | $481M | $538M | $494M |
| Margen Operativo % | -28.5% | 0.17% | 1.4% | 6.1% | 7.8% |
| Beneficio neto | $-119M | $-6M | $3M | $22M | $25M |
| EPS Diluido | $-6.28 | $-0.30 | $0.16 | $1.14 | $1.28 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.3 | 0.2 | 0.1 | 0.2 | 0.4 |
| Ratio corriente | 0.9 | 1.0 | 0.9 | 0.9 | 0.9 |
| Ratio Rápido | 0.5 | 0.5 | 0.5 | 0.7 | 0.6 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $18M | $-7M | $16M | $34M | $96M |
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Propietarios institucionales (13F) 104 declarantes · $72.3M 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 (+4 vs trimestre anterior) | 20 (-3 vs trimestre anterior) | 32 (-2 vs trimestre anterior) | 32 (+4 vs trimestre anterior) | -154K |
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 |
|---|---|---|---|---|
| Portolan Capital Management, LLC | $13 657 209 | 1 623 925 | 18,90% | Acciones |
| Nantahala Capital Management, LLC | $6 420 581 | 763 446 | 8,88% | Acciones |
| FIRST MANHATTAN CO. LLC. | $6 307 500 | 750 000 | 8,73% | Acciones |
| Pacific Ridge Capital Partners, LLC | $5 931 943 | 705 344 | 8,21% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $4 208 322 | 500 395 | 5,82% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 517 112 | 418 206 | 4,87% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3 083 854 | 366 689 | 4,27% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $2 931 667 | 348 593 | 4,06% | Acciones |
| Quantinno Capital Management LP | $2 432 130 | 289 195 | 3,37% | Acciones |
| Ancora Advisors LLC | $2 269 783 | 269 891 | 3,14% | Acciones |
| ArrowMark Colorado Holdings LLC | $1 949 505 | 231 808 | 2,70% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $1 615 368 | 192 077 | 2,23% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $1 206 180 | 143 387 | 1,67% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 111 819 | 132 202 | 1,54% | Acciones |
| Nierenberg Investment Management Company, LLC | $1 102 635 | 131 110 | 1,53% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1 039 619 | 123 617 | 1,44% | Acciones |
| TWO SIGMA ADVISERS, LP | $859 932 | 105 903 | 1,19% | Acciones |
| KESTREL INVESTMENT MANAGEMENT CORP | $769 515 | 91 500 | 1,06% | Acciones |
| Trexquant Investment LP | $646 864 | 76 916 | 0,89% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $626 974 | 74 551 | 0,87% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $588 835 | 70 016 | 0,81% | Acciones |
| Qube Research & Technologies Ltd | $580 223 | 68 992 | 0,80% | Acciones |
| MORGAN STANLEY | $577 885 | 68 714 | 0,80% | Acciones |
| MARSHALL WACE, LLP | $554 867 | 65 977 | 0,77% | Acciones |
| STATE STREET CORP | $548 441 | 65 213 | 0,76% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $545 422 | 64 854 | 0,75% | Acciones |
| JANE STREET GROUP, LLC | $494 247 | 58 769 | 0,68% | Acciones |
| Russell Investments Group, Ltd. | $389 499 | 46 313 | 0,54% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $368 013 | 43 759 | 0,51% | Acciones |
| AMERIPRISE FINANCIAL INC | $336 947 | 40 065 | 0,47% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $324 441 | 38 578 | 0,45% | Acciones |
| HSBC HOLDINGS PLC | $322 002 | 38 425 | 0,45% | Acciones |
| FEDERATED HERMES, INC. | $305 165 | 36 286 | 0,42% | Acciones |
| BANK OF AMERICA CORP /DE/ | $296 057 | 35 203 | 0,41% | Acciones |
| BARCLAYS PLC | $277 168 | 32 957 | 0,38% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $275 781 | 32 792 | 0,38% | Acciones |
| NORTHERN TRUST CORP | $239 416 | 28 468 | 0,33% | Acciones |
| IEQ CAPITAL, LLC | $227 406 | 27 040 | 0,31% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $226 170 | 26 893 | 0,31% | Acciones |
| Aster Capital Management (DIFC) Ltd | $215 380 | 25 610 | 0,30% | Acciones |
| Bank of New York Mellon Corp | $212 723 | 25 294 | 0,29% | Acciones |
| BlackRock, Inc. | $208 736 | 24 820 | 0,29% | Acciones |
| XTX Topco Ltd | $198 972 | 23 659 | 0,28% | Acciones |
| Cubist Systematic Strategies, LLC | $190 249 | 17 948 | 0,26% | Acciones |
| D. E. Shaw & Co., Inc. | $179 881 | 21 389 | 0,25% | Acciones |
| GOLDMAN SACHS GROUP INC | $170 303 | 20 250 | 0,24% | Acciones |
| Inscription Capital, LLC | $166 989 | 19 856 | 0,23% | Acciones |
| Mariner, LLC | $156 183 | 18 571 | 0,22% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $136 420 | 13 642 | 0,19% | Acciones |
| Squarepoint Ops LLC | $132 264 | 15 727 | 0,18% | Acciones |
| OPPENHEIMER ASSET MANAGEMENT INC. | $131 802 | 15 672 | 0,18% | Acciones |
| PNC Financial Services Group, Inc. | $126 705 | 15 066 | 0,18% | Acciones |
| Focus Partners Wealth | $109 548 | 13 026 | 0,15% | Acciones |
| Steward Partners Investment Advisory, LLC | $101 185 | 12 032 | 0,14% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $98 548 | 11 718 | 0,14% | Acciones |
| Arax Advisory Partners | $84 764 | 10 079 | 0,12% | Acciones |
| FMR LLC | $80 660 | 9 591 | 0,11% | Acciones |
| Versant Capital Management, Inc | $70 308 | 8 360 | 0,10% | Acciones |
| CWM, LLC | $52 802 | 9 329 | 0,07% | Acciones |
| RHUMBLINE ADVISERS | $51 594 | 6 135 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $34 052 | 4 049 | 0,05% | Acciones |
| VANGUARD GROUP INC | $32 878 | 4 049 | 0,05% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $30 091 | 3 578 | 0,04% | Acciones |
| Clear Street Group Inc. | $26 189 | 3 114 | 0,04% | Acciones |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25 230 | 3 000 | 0,03% | Acciones |
| GAMMA Investing LLC | $12 674 | 1 507 | 0,02% | Acciones |
| Integrated Wealth Concepts LLC | $9 733 | 1 157 | 0,01% | Acciones |
| SEI INVESTMENTS CO | $6 970 | 827 | 0,01% | Acciones |
| SIMPLEX TRADING, LLC | $6 433 | 765 | 0,01% | Acciones |
| Tieton Capital Management, LLC | $6 370 | 757 476 | 0,01% | Acciones |
| Allworth Financial LP | $5 677 | 675 | 0,01% | Acciones |
| Essential Partners LLC | $5 475 | 651 | 0,01% | Acciones |
| Nuveen Asset Management, LLC | $4 341 | 277 | 0,01% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $3 609 | 429 610 | 0,00% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 504 | 619 | 0,00% | Acciones |
| Invesco Ltd. | $2 658 | 316 | 0,00% | Acciones |
| OSAIC HOLDINGS, INC. | $2 463 | 293 | 0,00% | Acciones |
| US BANCORP \DE\ | $2 313 | 275 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 827 | 217 | 0,00% | Acciones |
| Physician Wealth Advisors, Inc. | $1 489 | 177 | 0,00% | Acciones |
| IFP Advisors, Inc | $1 346 | 160 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $1 279 | 152 | 0,00% | Acciones |
| True Wealth Design, LLC | $1 178 | 140 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $1 076 | 128 | 0,00% | Acciones |
| Fortitude Family Office, LLC | $1 034 | 123 | 0,00% | Acciones |
| Rialto Wealth Management, LLC | $665 | 79 | 0,00% | Acciones |
| GSA CAPITAL PARTNERS LLP | $541 | 64 275 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $461 | 54 743 | 0,00% | Acciones |
| COOPER CREEK PARTNERS MANAGEMENT LLC | $393 | 46 779 | 0,00% | Acciones |
| Transamerica Financial Advisors, LLC | $311 | 37 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $235 | 28 | 0,00% | Acciones |
| UBS Group AG | $235 | 28 | 0,00% | Acciones |
| Sunbelt Securities, Inc. | $209 | 37 | 0,00% | Acciones |
| WELLS FARGO & COMPANY/MN | $168 | 20 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $135 | 16 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $93 | 11 | 0,00% | Acciones |
| Wealth Enhancement Trust Services, Inc. | $93 | 11 | 0,00% | Acciones |
| Optiver Holding B.V. | $50 | 6 | 0,00% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $50 | 6 | 0,00% | Acciones |
| Clearstead Advisors, LLC | $17 | 2 | 0,00% | Acciones |
Informantes de la empresa 57 insiders · 42 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| George F Colony | Chairman and CEO | 13 de junio de 2024 G | 544 798 | 0 | 0 | $0 |
| Leo Christian Finn | Chief Financial Officer | 1 de abril de 2026 A | 41 476 | 0 | 0 | $0 |
| Michael A Doyle | Chief Financial Officer | 15 de diciembre de 2020 M | 44 429 | 0 | 0 | $0 |
| Warren Hadley | Chief Financial Officer | 15 de junio de 2006 M | 5 667 | 0 | 0 | $0 |
| Dennis Van Lingen | President, EMEA | 3 de agosto de 2015 A | 3 383 | 0 | 0 | $0 |
| Robert W Davidson | President, Europe | 28 de abril de 2006 M | 0 | 0 | 0 | $0 |
| Charles Rutstein | Chief Operating Officer | 10 de septiembre de 2012 M | 2 125 | 0 | 0 | $0 |
| Christophe Favre | Chief Sales Officer | 1 de agosto de 2026 M | 14 071 | 0 | 0 | $0 |
| Andrew Cox | Chief Marketing Officer | 1 de agosto de 2026 M | 5 675 | 0 | 0 | $0 |
| Michael Facemire | Chief Technology Officer | 1 de agosto de 2026 M | 8 109 | 0 | 0 | $0 |
| Scott Chouinard | Chief Accounting Officer | 1 de agosto de 2026 M | 15 264 | 0 | 0 | $0 |
| Jobina Gonsalves | Chief People Officer | 1 de junio de 2026 M | 10 230 | 0 | 0 | $0 |
| Sharyn Leaver | Chief Research Officer | 1 de abril de 2026 A | 28 804 | 0 | 0 | $0 |
| Ryan Darrah | Chief Legal Officer | 1 de abril de 2026 A | 32 244 | 0 | 0 | $0 |
| Nathaniel Swan | Chief Sales Officer | 1 de abril de 2025 A | 9 666 | 0 | 0 | $0 |
| Shirley Macbeth | Chief Marketing Officer | 1 de agosto de 2024 M | 14 020 | 0 | 0 | $0 |
| Steven P. Peltzman | CBTO | 1 de agosto de 2024 M | 21 067 | 0 | 0 | $0 |
| Michael Kasparian | Chief Information Officer | 1 de junio de 2024 M | 17 169 | 0 | 0 | $0 |
| Sarah Le Roy | Chief People Officer | 1 de mayo de 2023 M | 1 603 | 0 | 0 | $0 |
| Alicia Lee | Chief Consulting Officer | 15 de diciembre de 2022 S | 5 407 | 0 | 0 | $0 |
| Kelley Hippler | Chief Sales Officer | 12 de agosto de 2022 M | 28 346 | 0 | 0 | $0 |
| Sherri Kottmann | Chief People Officer | 2 de agosto de 2021 A | 5 112 | 0 | 0 | $0 |
| Mack Brothers | Chief Product Officer | 1 de agosto de 2019 A | 21 917 | 0 | 0 | $0 |
| Victor Milligan | Chief Marketing Officer | 1 de agosto de 2019 A | 14 297 | 0 | 0 | $0 |
| Cliff Condon | Chief Research Officer | 1 de septiembre de 2018 M | 23 415 | 0 | 0 | $0 |
| Lucia Luce Quinn | Chief People Officer | 3 de agosto de 2018 M | 21 814 | 0 | 0 | $0 |
| Michael Morhardt | Chief Sales Officer | 8 de junio de 2017 S | 5 176 | 0 | 0 | $0 |
| MANN GAIL | Chief Legal Officer | 16 de noviembre de 2016 M | 6 136 | 0 | 0 | $0 |
| Thomas R. Pohlmann | Officer | 3 de junio de 2014 M | 1 114 | 0 | 0 | $0 |
| Ellen Daley | Managing Director, Tech. Ind. | 3 de junio de 2013 A | 656 | 0 | 0 | $0 |
| Gregory Nelson | Chief Sales Officer | 14 de mayo de 2012 A | 641 | 0 | 0 | $0 |
| Elizabeth A Lemons | Chief People Officer | 14 de mayo de 2012 A | 0 | 0 | 0 | $0 |
| Dwight Griesman | Chief Marketing Officer | 14 de febrero de 2012 M | 264 | 0 | 0 | $0 |
| Mark R Nemec | Managing Director, Tech. Ind. | 1 de julio de 2011 A | 0 | 0 | 0 | $0 |
| George Orlov | Chief Technology Officer | 27 de mayo de 2011 M | 0 | 0 | 0 | $0 |
| Julie H Meringer | Managing Director, IT | 6 de diciembre de 2010 M | 1 300 | 0 | 0 | $0 |
| Brian Kardon | Chief Marketing Officer | 5 de diciembre de 2007 M | 3 714 | 0 | 0 | $0 |
| Daniel Mahoney | Chief Research Officer | 14 de diciembre de 2006 M | 3 650 | 0 | 0 | $0 |
| Timothy Riley | Chief People Officer | 22 de agosto de 2006 M | 0 | 0 | 0 | $0 |
| Richard Belanger | Chief Technology Officer | 8 de noviembre de 2004 S | 0 | 0 | 0 | $0 |
| Tahar Bouhafs | Managing Director | 3 de noviembre de 2004 M | 0 | 0 | 0 | $0 |
| Emily Nagle Green | Managing Director | 27 de octubre de 2003 M | 16 136 | 0 | 0 | $0 |
| Neil Bradford | Consejero | 1 de junio de 2026 F | 45 602 | 0 | 0 | $0 |
| Cory Munchbach | Consejero | 12 de mayo de 2026 A | 22 737 | 0 | 0 | $0 |
| Robert Paul Bennett | Consejero | 12 de mayo de 2026 A | 27 305 | 0 | 0 | $0 |
| Anthony J Friscia | Consejero | 12 de mayo de 2026 A | 41 938 | 0 | 0 | $0 |
| Warren N Romine | Consejero | 12 de mayo de 2026 A | 29 702 | 0 | 0 | $0 |
| David Boyce | Consejero | 3 de junio de 2024 A | 20 362 | 0 | 0 | $0 |
| Yvonne Wassenaar | Consejero | 3 de junio de 2024 A | 26 423 | 0 | 0 | $0 |
| Robert Galford | Consejero | 3 de junio de 2024 A | 27 226 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
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 |
|---|---|---|---|---|---|
| P2 Capital Partners, LLC, P2 Capital Master Fund I, L.P., P2 Capital Master Fund VI, L.P., P2 Capital Master Fund XII, L.P., Claus Moller ×7 presentaciones | 1 de marzo de 2017 | — | 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 17 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 |
|---|---|---|---|---|
| FSCC · Federated Hermes ETF Trust | 0,09% | 34 139 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,01% | 17 080 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 11 718 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 65 328 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,00% | 5 162 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,00% | 30 470 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 539 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 57 881 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 421 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 426 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 11 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 7 000 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |