FORR Forrester Research, Inc. - Common Stock

NASDAQ · Professional Services · Ver en SEC EDGAR ↗
$11,70
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026

FORR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$11.70
Capitalización Bursátil
$222M
P/E (TTM)
-1.9
BPA (TTM)
$-6.28
Ingresos (TTM)
$397M
Rendimiento div.
ROE
-83.5%
Deuda/Capital
0.3
Rango 52S
$5 – $12

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

Ingresos y Beneficio Neto $397M
10-point trend, +21.7%
2016-12-31 2025-12-31
BPA $-6.28
10-point trend, -747.4%
2016-12-31 2025-12-31
Flujo de caja libre $18M
10-point trend, -52.0%
2016-12-31 2025-12-31
Márgenes -30.1%
2-point trend, -5.2%
2018-12-31 2019-12-31

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
FORR
Mediana de Pares
P/E (TTM)
5-point trend, -102.8%
-1.9
23.4
P/S (TTM) (P/V (TTM))
5-point trend, -82.8%
0.6
1.6
P/B (P/C)
5-point trend, -77.8%
1.8
3.7
EV / EBITDA
5-point trend, -104.0%
-1.7
Price / FCF (Precio / FCF)
5-point trend, -26.6%
12.3

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
FORR
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, -464.7%
-28.5%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -697.8%
-30.1%
2.3%
ROA
5-point trend, -801.1%
-26.3%
3.9%
ROE
5-point trend, -780.1%
-83.5%
9.8%
ROIC
5-point trend, -775.4%
-70.0%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
FORR
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, -24.8%
0.3
992.7
Current Ratio (Ratio corriente)
5-point trend, +2.7%
0.9
0.9
Quick Ratio (Ratio Rápido)
5-point trend, -26.7%
0.5

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
FORR
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, -19.7%
-8.2%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, -19.7%
-9.6%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, -19.7%
-2.4%
EPS YoY (EPS interanual)
5-point trend, -590.6%
-86.0%
Net Income YoY (Beneficio Neto interanual)
5-point trend, -580.4%
-86.0%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
FORR
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, -590.6%
$-6.28

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
FORR
Mediana de Pares

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
Ratio de Pago
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
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

VENTA 6 analistas
  • 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 · 2026-08-16
Objetivo mediano $12.00 +2,6%
Objetivo medio $12.00 +2,6%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
-0.02%
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
Datos anuales de Estado de resultados para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +21.7% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M · ·
Cost of Revenue 12-point trend, +42.3% $171M $183M $204M $224M $202M $162M $178M $129M $119M $112M $110M $120M
Gross Profit 6-point trend, +45.3% · · · · · · $279M $229M $219M $214M $204M $192M
SG&A Expense 12-point trend, +28.6% $218M $233M $254M $279M $258M $245M $253M $201M $191M $181M $179M $170M
Operating Expenses 12-point trend, +73.6% $510M $432M $474M $505M $456M $433M $463M $335M $310M $295M $295M $294M
Operating Income 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $-16M $1M $22M $28M $31M $19M $18M
Interest Expense 4-point trend, -69.4% · · · $2M $4M $5M $8M · · · · ·
Other Non-op 12-point trend, +708.6% $4M $4M $2M $222.0K $-1M $-374.0K $-515.0K $674.0K $301.0K $740.0K $511.0K $464.0K
Pretax Income 12-point trend, -749.4% $-119M $3M $6M $31M $33M $13M $-10M $24M $27M $31M $19M $18M
Income Tax 12-point trend, -100.7% $-49.0K $8M $3M $9M $8M $3M $-29.0K $8M $12M $13M $7M $8M
Net Income 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
EPS (Basic) 12-point trend, -1182.8% $-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) 12-point trend, -1201.8% $-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) 12-point trend, +1.6% 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) 12-point trend, +0.1% 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 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $16M $-1M $22M $28M $31M $19M $18M
Balance general 28
Datos anuales de Balance general para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +27.6% $63M $56M $73M $104M $116M $90M $68M $140M $80M $77M $53M $50M
Short-term Investments 2-point trend, -13.0% · · · · · · · · · · $48M $55M
Receivables 12-point trend, -24.6% $51M $55M $59M $73M $87M $85M $85M $67M $70M $59M $67M $67M
Prepaid Expense 12-point trend, -45.6% $12M $18M $9M $14M $19M $19M $19M $13M $19M $14M $16M $22M
Current Assets 12-point trend, +2.3% $213M $201M $216M $235M $269M $217M $192M $236M $237M $223M $198M $208M
PP&E (Net) 12-point trend, -65.1% $11M $12M $19M $23M $28M $27M $30M $22M $25M $24M $28M $32M
PP&E (Gross) 12-point trend, -8.7% $68M $74M $83M $89M $98M $95M $92M $85M $84M $77M $76M $75M
Accum. Depreciation 12-point trend, +34.0% $57M $62M $64M $66M $70M $68M $63M $63M $59M $54M $49M $42M
Goodwill 12-point trend, +57.0% $120M $228M $244M $242M $245M $247M $244M $85M $76M $73M $74M $77M
Intangibles 12-point trend, +453.8% $19M $27M $38M $50M $63M $78M $97M $5M $732.0K $1M $2M $3M
Other Non-current Assets 12-point trend, -16.9% $10M $8M $7M $8M $10M $6M $7M $5M $6M $14M $17M $12M
Total Assets 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Accounts Payable 12-point trend, -8.8% $832.0K $965.0K $2M $361.0K $840.0K $657.0K $505.0K $588.0K $217.0K $2M $525.0K $912.0K
Accrued Liabilities 12-point trend, +72.3% $62M $58M $81M $91M $98M $77M $80M $54M $50M $41M $41M $36M
Current Liabilities 12-point trend, +32.1% $240M $204M $240M $269M $312M $270M $269M $190M $195M $177M $182M $182M
Capital Leases 7-point trend, -56.0% $30M $25M $38M $51M $65M $70M $67M · · · · ·
Deferred Tax 7-point trend, +5963.9% $6M · · · · · $23M $969.0K $408.0K $100.0K $200.0K $97.0K
Other Non-current Liabilities 10-point trend, -26.9% $2M $11M $11M $17M $24M $23M $24M $12M · · $3M $3M
Total Liabilities 12-point trend, +45.2% $278M $274M $324M $387M $476M $458M $481M $202M $204M $186M $192M $191M
Long-term Debt 5-point trend, -73.2% $35M $35M · · $75M $108M $131M · · · · ·
Total Debt 7-point trend, -73.2% $35M $35M $35M $50M $75M $108M $131M · · · · ·
Common Stock 12-point trend, +22.0% $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 12-point trend, -55.2% $53M $172M $178M $175M $153M $128M $118M $128M $123M $122M $117M $117M
Treasury Stock 12-point trend, +131.3% $230M $227M $211M $207M $192M $172M $172M $172M $162M $122M $120M $99M
AOCI 12-point trend, +32.2% $-1M $-8M $-5M $-8M $-3M $-690.0K $-5M $-5M $-2M $-8M $-5M $-2M
Stockholders' Equity 12-point trend, -10.6% $127M $230M $240M $222M $204M $186M $158M $152M $141M $150M $127M $142M
Liabilities + Equity 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Shares Outstanding 12-point trend, +4.7% 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
Datos anuales de Flujo de Efectivo para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +64.6% $12M $14M $15M $15M $10M $11M $12M $8M $8M $8M $8M $7M
Deferred Tax 12-point trend, +47.8% $-4M $-58.0K $-5M $-7M $-275.0K $-2M $-4M $3M $6M $3M $-985.0K $-8M
Amort. of Intangibles 12-point trend, +302.8% $9M $10M $12M $13M $15M $20M $23M $1M $781.0K $831.0K $891.0K $2M
Restructuring 3-point trend, -43.5% · · · · · · · · · $1M $4M $2M
Operating Cash Flow 12-point trend, -26.8% $21M $-4M $22M $39M $107M $48M $48M $38M $37M $44M $34M $29M
CapEx 12-point trend, +98.7% $3M $3M $5M $6M $11M $9M $12M $5M $8M $4M $4M $2M
Investing Cash Flow 10-point trend, +21.3% $-14M $5M $-37M $-7M $-29M $-5M $250M $40M $-970.0K $-18M · ·
Stock Repurchased 12-point trend, -96.5% $3M $16M $4M $15M $20M $0 $0 $10M $40M $2M $21M $73M
Net Stock Activity 10-point trend, +96.5% $-3M $-16M $-4M $-15M $-20M · · $-10M $-40M $-2M $-21M $-73M
Dividends Paid 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M
Financing Cash Flow 10-point trend, -2173.5% $-3M $-16M $-18M $-39M $-49M $-24M $129M $-14M $-38M $-113.0K · ·
Net Change in Cash 12-point trend, +130.2% $7M $-17M $-31M $-12M $27M $21M $-71M $61M $3M $24M $4M $-24M
Taxes Paid 12-point trend, -49.0% $7M $9M $11M $9M $10M $3M $4M $4M $10M $9M $6M $14M
Free Cash Flow 12-point trend, -33.7% $18M $-7M $16M $34M $96M $39M $37M $33M $30M $38M $29M $27M
Levered FCF 4-point trend, +12.4% · · · $32M $93M $35M $28M · · · · ·
Rentabilidad 8
Datos anuales de Rentabilidad para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 2-point trend, -5.2% · · · · · · 60.5% 63.7% · · · ·
Operating Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
Net Margin 8-point trend, -799.3% -30.1% -1.3% 0.63% 4.0% 5.0% 2.2% -2.1% 4.3% · · · ·
Pretax Margin 8-point trend, -557.3% -30.1% 0.61% 1.3% 5.7% 6.7% 2.9% -2.1% 6.6% · · · ·
EBITDA Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
ROA 12-point trend, -988.2% -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 12-point trend, -1428.8% -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 12-point trend, -1021.6% -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
Datos anuales de Liquidez y Solvencia para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -22.6% 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 12-point trend, -49.7% 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 7-point trend, -66.5% 0.3 0.2 0.1 0.2 0.4 0.6 0.8 · · · · ·
LT Debt / Equity 7-point trend, -100.0% 0.0 0.2 0.1 0.2 0.4 0.5 0.8 · · · · ·
Interest Coverage 4-point trend, +10039.0% · · · 13.3 9.2 3.0 -0.1 · · · · ·
Eficiencia 2
Datos anuales de Eficiencia para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -14.6% 0.9 0.8 0.8 0.8 0.7 0.7 0.9 1.0 · · · ·
Receivables Turnover 8-point trend, +43.4% 7.5 7.6 7.3 6.7 5.8 5.3 6.1 5.2 · · · ·
Por Acción 7
Datos anuales de Por Acción para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -14.7% $6.65 $12.18 $12.48 $11.63 $10.70 $9.77 $8.48 $8.28 $7.83 $8.17 $7.17 $7.80
Revenue / Share 8-point trend, +7.3% $20.87 $22.65 $24.97 $28.05 $25.54 $23.71 $24.97 $19.45 · · · ·
Cash Flow / Share 12-point trend, -26.8% $1.11 $-0.20 $1.13 $2.06 $5.53 $2.52 $2.62 $2.09 $2.06 $2.29 $1.79 $1.51
Cash / Share 12-point trend, +21.8% $3.33 $2.98 $3.79 $5.44 $6.07 $4.75 $3.64 $7.66 $4.42 $4.19 $3.00 $2.74
Dividend / Share 5-point trend, +25.0% · · · · · · · $1 $1 $1 $1 $1
Dividend Paid / Share · · · · · · · · · · · $0
EPS (TTM) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Tasas de Crecimiento 7
Datos anuales de Tasas de Crecimiento para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -181.5% -8.2% -10.1% -10.6% 8.8% 10.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -516.9% -9.6% -4.4% 2.3% · · · · · · · · ·
Revenue CAGR 5Y -2.4% · · · · · · · · · · ·
EPS YoY 3-point trend, -160.7% · · -86.0% -10.9% 141.5% · · · · · · ·
EPS CAGR 3Y · · -32.9% · · · · · · · · ·
Net Income YoY 3-point trend, -157.8% · · -86.0% -12.2% 148.7% · · · · · · ·
Net Income CAGR 3Y · · -32.7% · · · · · · · · ·
Valoración (TTM) 16
Datos anuales de Valoración (TTM) para FORR
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +34.9% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M $294M $294M
Net Income TTM 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
Market Cap 12-point trend, -78.4% $154M $295M $516M $682M $1.12B $797M $777M $819M $797M $789M $506M $715M
Enterprise Value 7-point trend, -85.0% $126M $274M $478M $628M $1.08B $814M $840M · · · · ·
P/E 12-point trend, -101.9% -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 12-point trend, -84.0% 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 12-point trend, -75.8% 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 12-point trend, -70.5% 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 12-point trend, -67.4% 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 7-point trend, +99.9% -1.1 370.4 70.7 19.2 27.9 50.3 -781.5 · · · · ·
EV / FCF 7-point trend, -69.7% 7.0 -37.8 29.6 18.6 11.2 21.0 23.0 · · · · ·
EV / Revenue 7-point trend, -82.5% 0.3 0.6 1.0 1.2 2.2 1.8 1.8 · · · · ·
Dividend Yield 5-point trend, +6.0% · · · · · · · 1.8% 1.7% 1.7% 2.4% 1.7%
Earnings Yield 12-point trend, -5433.8% -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 5-point trend, -14.4% · · · · · · · 94.3% 90.0% 73.6% 101.5% 110.1%
Annual Payout 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
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
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio 0.30.20.10.20.4
Ratio corriente 0.91.00.90.90.9
Ratio Rápido 0.50.50.50.70.6
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
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.

Actividad institucional — Q2 2026 vs trimestre anterior
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