GATX GATX Corporation Common Stock
GATX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
GATX Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 15 de junio de 2026 | $0,6600 |
| 2 de marzo de 2026 | $0,6600 |
| 15 de diciembre de 2025 | $0,6100 |
| 15 de septiembre de 2025 | $0,6100 |
| 13 de junio de 2025 | $0,6100 |
| 28 de febrero de 2025 | $0,6100 |
| 13 de diciembre de 2024 | $0,5800 |
| 13 de septiembre de 2024 | $0,5800 |
| 14 de junio de 2024 | $0,5800 |
| 29 de febrero de 2024 | $0,5800 |
| 14 de diciembre de 2023 | $0,5500 |
| 14 de septiembre de 2023 | $0,5500 |
| 14 de junio de 2023 | $0,5500 |
| 2 de marzo de 2023 | $0,5500 |
| 14 de diciembre de 2022 | $0,5200 |
| 14 de septiembre de 2022 | $0,5200 |
| 14 de junio de 2022 | $0,5200 |
| 24 de febrero de 2022 | $0,5200 |
| 14 de diciembre de 2021 | $0,5000 |
| 14 de septiembre de 2021 | $0,5000 |
GATX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 36,4%
- Compra 5 45,5%
- Mantener 2 18,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-19Historial 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 | $2.84 | $2.51 | 0.33% |
| 31 de marzo de 2026 | $2.35 | $2.32 | 0.03% |
| 31 de diciembre de 2025 | $2.24 | $2.47 | -0.23% |
| 30 de septiembre de 2025 | $2.25 | $2.37 | -0.12% |
| 30 de junio de 2025 | $2.06 | $2.05 | 0.01% |
| 31 de marzo de 2025 | $2.15 | $2.13 | 0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| GATX | $6.00B | 18.6 | 9.8% | 19.1% | 12.8% | — |
| WSO | $13.14B | 27.5 | -5.0% | 6.9% | 18.3% | 28.1% |
| CNM | — | 23.1 | 2.8% | 5.8% | 23.9% | 26.9% |
| MSM | — | 25.3 | -1.4% | 5.3% | 14.3% | 40.8% |
| RUSHA | — | 16.5 | -4.8% | 3.5% | 12.1% | 19.7% |
| HRI | $4.94B | 4946.0 | 22.7% | 0.02% | 0.05% | — |
| EQPT | — | — | 16.3% | 0.91% | 7.4% | 28.3% |
| XMTR | — | -40.2 | 25.9% | -9.0% | -20.9% | 39.1% |
| SITE | $5.65B | 37.7 | 3.6% | 3.2% | 9.2% | 34.8% |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.74B | $1.59B | $1.41B | $1.27B | $1.26B | $1.21B | $1.20B | $1.18B | $1.38B | $1.42B | $1.45B | $1.45B | |
| SG&A Expense | $253M | $236M | $213M | $195M | $198M | $172M | $180M | $182M | $180M | $169M | $192M | $189M | |
| Operating Expenses | $1.21B | $1.11B | $1.02B | $933M | $960M | $922M | $921M | $892M | $1.04B | $1.05B | $1.09B | $1.14B | |
| Interest Expense | $392M | $341M | $263M | $214M | $204M | $190M | $180M | $163M | $160M | $148M | $155M | $158M | |
| Other Non-op | $-400.0K | $-10M | $-9M | $-27M | $-4M | $-13M | $-7M | $-22M | $-13M | $-18M | $-13M | $-14M | |
| Pretax Income | $279M | $261M | $246M | $177M | $195M | $125M | $145M | $171M | $214M | $305M | $270M | $231M | |
| Income Tax | $63M | $60M | $59M | $55M | $53M | $37M | $41M | $30M | $-244M | $96M | $111M | $76M | |
| Net Income | $333M | $284M | $259M | $156M | $143M | $151M | $211M | $211M | $502M | $257M | $205M | $205M | |
| EPS (Basic) | $9.14 | $7.80 | $7.13 | $4.41 | $4.04 | $4.33 | $5.92 | $5.62 | $12.95 | $6.35 | $4.76 | $4.55 | |
| EPS (Diluted) | $9.12 | $7.78 | $7.12 | $4.35 | $3.98 | $4.27 | $5.81 | $5.52 | $12.75 | $6.29 | $4.69 | $4.48 | |
| Shares (Basic) | 35,800,000 | 35,800,000 | 35,700,000 | 35,400,000 | 35,400,000 | 35,000,000 | 35,700,000 | 37,600,000 | 38,800,000 | 40,500,000 | 43,100,000 | 45,000,000 | |
| Shares (Diluted) | 35,900,000 | 35,900,000 | 35,700,000 | 35,900,000 | 36,000,000 | 35,400,000 | 36,400,000 | 38,300,000 | 39,400,000 | 40,900,000 | 43,800,000 | 45,800,000 | |
| EBITDA | $452M | $421M | $392M | · | · | · | · | · | · | · | · | · |
Balance general 20
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $743M | $402M | $451M | $304M | $344M | $292M | $151M | $100M | $296M | $308M | $202M | $210M | |
| Short-term Investments | · | · | $0 | $148M | $0 | · | · | · | · | · | · | · | |
| Receivables | $207M | $199M | $218M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $11.41B | $10.45B | $9.41B | $8.25B | $7.78B | $7.17B | $6.46B | $6.53B | $6.19B | $5.80B | $5.70B | $5.69B | |
| PP&E (Gross) | $15.66B | $14.33B | $13.08B | $11.68B | $11.16B | $10.48B | $9.52B | $9.55B | $9.05B | $8.45B | $8.20B | $8.14B | |
| Accum. Depreciation | $4.25B | $3.88B | $3.67B | $3.42B | $3.38B | $3.31B | $3.07B | $3.01B | $2.85B | $2.64B | $2.51B | $2.46B | |
| Goodwill | $126M | $114M | $120M | $117M | $123M | $144M | $82M | $83M | $86M | $78M | $80M | $86M | |
| Total Assets | $18.00B | $12.30B | $11.33B | $10.07B | $9.54B | $8.94B | $7.99B | $7.32B | $7.42B | $7.11B | $6.89B | $6.92B | |
| Deferred Tax | $1.20B | $1.13B | $1.08B | $1.03B | $1.00B | $963M | $888M | · | · | · | · | · | |
| Other Non-current Liabilities | $69M | $45M | $38M | $37M | $40M | $43M | $33M | $43M | $32M | $42M | $33M | $37M | |
| Total Liabilities | $14.36B | $9.86B | $9.05B | $8.04B | $7.52B | $6.98B | $6.45B | $5.83B | $5.63B | $5.76B | $5.61B | $5.61B | |
| Long-term Debt | $12.51B | $8.27B | $7.45B | $6.49B | $5.93B | $5.36B | $4.81B | $4.47B | $4.41B | $4.29B | $4.21B | $4.20B | |
| Common Stock | $43M | $43M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $41M | |
| Paid-in Capital | $875M | $847M | $816M | $792M | $764M | $735M | $720M | $706M | $698M | $688M | $677M | $673M | |
| Retained Earnings | $3.45B | $3.21B | $3.01B | $2.83B | $2.75B | $2.68B | $2.60B | $2.42B | $2.26B | $1.83B | $1.64B | $1.50B | |
| Treasury Stock | $1.51B | $1.45B | $1.43B | $1.42B | $1.38B | $1.36B | $1.36B | $1.21B | $1.10B | $999M | $879M | $754M | |
| AOCI | $-105M | $-210M | $-168M | $-212M | $-161M | $-138M | $-164M | $-165M | $-110M | $-211M | $-199M | $-148M | |
| Stockholders' Equity | $2.75B | $2.44B | $2.27B | $2.03B | $2.02B | $1.96B | $1.84B | $1.79B | $1.79B | $1.35B | $1.28B | $1.31B | |
| Liabilities + Equity | $18.00B | $12.30B | $11.33B | $10.07B | $9.54B | $8.94B | $8.29B | $7.62B | $7.42B | $7.11B | $6.89B | $6.92B | |
| Shares Outstanding | 35,400,021 | 69,100,000 | 68,800,000 | 68,600,000 | 35,421,617 | 35,047,317 | 34,833,037 | 36,612,227 | 37,895,641 | 39,442,893 | 41,970,098 | 44,198,850 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $452M | $421M | $392M | $371M | $378M | · | · | · | · | · | · | · | |
| Stock-based Comp | · | $23M | $18M | $13M | $17M | $16M | $12M | $16M | $10M | $16M | $12M | $14M | |
| Deferred Tax | $53M | $46M | $38M | $36M | $34M | $29M | $34M | $18M | $-260M | $73M | $90M | $61M | |
| Other Non-cash | $-191M | $-172M | $-188M | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $648M | $602M | $520M | $534M | $507M | $437M | $426M | $485M | $497M | $629M | $542M | $449M | |
| CapEx | · | · | $1.67B | $1.26B | $1.13B | $861M | $723M | $914M | $567M | $596M | $681M | $1.02B | |
| Investing Cash Flow | $-1.02B | $-1.42B | $-1.22B | $-1.07B | $-918M | $-905M | $-448M | $-660M | $-428M | $-406M | $-305M | $-878M | |
| Debt Issued | $4.84B | $1.30B | $1.42B | $848M | $1.49B | $1.59B | $743M | $694M | $793M | $859M | $749M | $1.22B | |
| Net Debt Issued | $4.11B | $882M | $920M | $598M | · | · | · | $61M | $90M | $59M | $22M | $403M | |
| Stock Repurchased | $65M | $22M | $3M | $47M | $13M | $0 | $150M | $116M | $100M | $120M | $125M | $125M | |
| Net Stock Activity | $-65M | $-22M | $-3M | $-47M | · | · | · | $-116M | $-100M | $-120M | $-125M | $-125M | |
| Dividends Paid | $90M | $85M | $81M | $77M | $74M | $71M | $69M | $69M | $68M | $67M | $68M | $62M | |
| Financing Cash Flow | $4.94B | $770M | $844M | $504M | $463M | $356M | $67M | $-14M | $-84M | $-130M | $-236M | $262M | |
| Net Change in Cash | $4.58B | $-49M | $147M | $-40M | $52M | $142M | $44M | $-193M | · | $105M | $-8M | $-170M | |
| Taxes Paid | $14M | $23M | $17M | $19M | $10M | $21M | $12M | $18M | $22M | $29M | $13M | $19M | |
| Free Cash Flow | · | · | $-1.14B | $-722M | · | · | · | $-421M | $-70M | $30M | $-147M | $-566M | |
| Levered FCF | · | · | $-1.35B | $-870M | · | · | · | $-560M | $-413M | $-71M | $-239M | $-673M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 19.1% | 17.9% | 18.4% | 12.2% | · | · | · | 15.5% | 36.5% | 18.1% | 14.2% | 14.1% | |
| Pretax Margin | 16.0% | 16.5% | 17.4% | 13.9% | · | · | · | 14.3% | 15.6% | 21.5% | 18.6% | 15.9% | |
| EBITDA Margin | 26.0% | 26.6% | 27.8% | · | · | · | · | · | · | · | · | · | |
| ROA | 2.2% | 2.4% | 2.4% | 1.6% | · | · | · | 2.8% | 6.9% | 3.7% | 3.0% | 3.0% | |
| ROE | 12.8% | 11.7% | 11.7% | 7.8% | · | · | · | 11.7% | 32.0% | 19.6% | 15.8% | 15.1% |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | · | · | · | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | 8.6 | 7.6 | · | · | · | · | · | · | · | · | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.8% | 12.4% | 10.8% | 1.2% | 4.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.0% | 8.0% | 5.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 17.2% | 9.3% | 63.7% | 9.3% | -6.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 28.0% | 25.0% | 18.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 16.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 17.3% | 9.7% | 66.3% | 8.9% | -5.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 28.8% | 25.7% | 19.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 4.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.74B | $1.59B | $1.41B | $1.27B | $1.26B | $1.21B | $1.20B | $1.18B | $1.38B | $1.42B | $1.45B | $1.45B | |
| Net Income TTM | $333M | $284M | $259M | $156M | $143M | $151M | $211M | $211M | $502M | $257M | $205M | $205M | |
| Market Cap | $6.00B | $5.51B | $4.26B | $3.75B | · | · | · | $2.59B | $2.36B | $2.43B | $1.79B | $2.54B | |
| P/E | 18.6 | 19.9 | 16.9 | 24.4 | 26.2 | 19.5 | 14.3 | 12.8 | 4.9 | 9.8 | 9.1 | 12.8 | |
| P/S | 3.4 | 3.5 | 3.0 | 2.9 | · | · | · | 2.2 | 1.7 | 1.7 | 1.2 | 1.8 | |
| P/B | 2.2 | 2.3 | 1.9 | 1.8 | · | · | · | 1.4 | 1.3 | 1.8 | 1.4 | 1.9 | |
| P / Tangible Book | 2.3 | 2.4 | 2.0 | 2.0 | 1.9 | 1.6 | · | · | · | · | · | · | |
| P / Cash Flow | 9.3 | 9.2 | 8.2 | 7.0 | · | · | · | 5.1 | 4.7 | 3.9 | 3.3 | 5.7 | |
| P / FCF | · | · | -3.7 | -5.2 | · | · | · | -6.2 | -33.7 | 79.9 | -12.1 | -4.5 | |
| Dividend Yield | 1.5% | 1.5% | 1.9% | 2.0% | · | · | · | 2.7% | 2.9% | 2.8% | 3.8% | 2.4% | |
| Earnings Yield | 5.4% | 5.0% | 5.9% | 4.1% | 3.8% | 5.1% | 7.0% | 7.8% | 20.5% | 10.2% | 11.0% | 7.8% | |
| Payout Ratio | 26.9% | 29.8% | 31.1% | 49.1% | · | · | · | 32.8% | 13.6% | 26.2% | 33.2% | 30.2% | |
| Annual Payout | $90M | $85M | $81M | $77M | $74M | $71M | $69M | $69M | $68M | $67M | $68M | $62M |
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 | $580M | $584M | $449M | $439M | $430M | $422M | $414M | $405M | $387M | $380M | $369M | $360M | $343M | $339M | $323M | $321M | |
| SG&A Expense | $69M | $71M | $72M | $66M | $58M | $57M | $65M | $57M | $59M | $56M | $59M | $51M | $52M | $50M | $52M | $48M | |
| Operating Expenses | $420M | $410M | $314M | $312M | $293M | $287M | $291M | $279M | $276M | $266M | $271M | $257M | $249M | $246M | $233M | $234M | |
| Interest Expense | · | · | · | · | · | · | · | · | $83M | $78M | $73M | $68M | $64M | $59M | $57M | $54M | |
| Other Non-op | $13M | $6M | $-3M | $6M | $-1M | $-3M | $1M | $-900.0K | $-11M | $800.0K | $-2M | $2M | $-5M | $-4M | $-11M | $-2M | |
| Pretax Income | $100M | $80M | $70M | $59M | $80M | $70M | $60M | $86M | $42M | $73M | $48M | $54M | $67M | $77M | $46M | $35M | |
| Income Tax | $26M | $21M | $9M | $16M | $21M | $17M | $8M | $23M | $10M | $19M | $6M | $14M | $18M | $20M | $16M | $14M | |
| Net Income | $103M | $86M | $97M | $82M | $76M | $79M | $76M | $89M | $44M | $74M | $66M | $52M | $63M | $77M | $48M | $29M | |
| EPS (Basic) | $2.85 | $2.35 | $2.67 | $2.25 | $2.07 | $2.15 | $2.10 | $2.44 | $1.22 | $2.04 | $1.76 | $1.44 | $1.74 | $2.19 | $1.39 | $0.82 | |
| EPS (Diluted) | $2.84 | $2.35 | $2.66 | $2.25 | $2.06 | $2.15 | $2.11 | $2.43 | $1.21 | $2.03 | $1.78 | $1.44 | $1.74 | $2.16 | $1.37 | $0.81 | |
| Shares (Basic) | 35,700,000 | 35,700,000 | -71,900,000 | 35,900,000 | 35,900,000 | 35,900,000 | -71,600,000 | 35,800,000 | 35,800,000 | 35,800,000 | -70,900,000 | 35,700,000 | 35,600,000 | 35,300,000 | -70,800,000 | 35,200,000 | |
| Shares (Diluted) | 35,800,000 | 35,800,000 | -72,000,000 | 36,000,000 | 35,900,000 | 36,000,000 | -71,800,000 | 35,900,000 | 35,900,000 | 35,900,000 | -71,600,000 | 35,800,000 | 35,700,000 | 35,800,000 | -71,800,000 | 35,700,000 | |
| EBITDA | · | $175M | · | · | · | $109M | · | · | · | $101M | · | · | · | · | · | · |
Balance general 20
| 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 | $747M | $741M | $743M | $696M | $755M | $757M | $402M | $504M | $824M | $479M | · | $203M | $318M | $177M | · | $596M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | · | · | |
| Receivables | $342M | $349M | $207M | · | · | · | $199M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $15.27B | $15.45B | $11.41B | $11.08B | $10.93B | $10.72B | $10.45B | $10.38B | $9.91B | $9.62B | · | $9.02B | $8.87B | $8.49B | · | $7.86B | |
| PP&E (Gross) | $19.70B | $19.78B | $15.66B | $15.26B | $15.05B | $14.71B | $14.33B | $14.24B | $13.68B | $13.32B | · | $12.58B | $12.39B | $11.96B | · | $11.17B | |
| Accum. Depreciation | $4.43B | $4.33B | $4.25B | $4.18B | $4.13B | $3.99B | $3.88B | $3.87B | $3.76B | $3.70B | · | $3.56B | $3.52B | $3.47B | · | $3.31B | |
| Goodwill | $123M | $125M | $126M | $126M | $127M | $118M | $114M | $121M | $117M | $118M | · | $116M | $119M | $118M | · | $109M | |
| Total Assets | $17.72B | $17.94B | $18.00B | $13.31B | $13.20B | $12.97B | $12.30B | $12.38B | $12.22B | $11.58B | $11.33B | $10.65B | $10.59B | $10.05B | $10.07B | $9.88B | |
| Deferred Tax | $1.23B | $1.22B | $1.20B | $1.19B | $1.18B | $1.15B | $1.13B | $1.13B | $1.10B | $1.10B | · | $1.07B | $1.07B | $1.05B | · | $1.01B | |
| Other Non-current Liabilities | · | · | $69M | · | · | · | $45M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $14.13B | $14.29B | $14.36B | $10.59B | $10.53B | $10.42B | $9.86B | $9.94B | $9.88B | $9.25B | · | $8.47B | $8.41B | $7.95B | · | $7.93B | |
| Long-term Debt | · | · | $12.51B | · | · | · | $8.27B | · | · | · | · | · | · | · | · | · | |
| Common Stock | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | · | $42M | $42M | $42M | $42M | $42M | |
| Paid-in Capital | $865M | $883M | $875M | $871M | $864M | $856M | $847M | $841M | $836M | $829M | · | $813M | $808M | $798M | · | $788M | |
| Retained Earnings | $3.59B | $3.51B | $3.45B | $3.38B | $3.32B | $3.26B | $3.21B | $3.15B | $3.09B | $3.06B | · | $2.96B | $2.93B | $2.89B | · | $2.80B | |
| Treasury Stock | $1.57B | $1.52B | $1.51B | $1.47B | $1.47B | $1.45B | $1.45B | $1.45B | $1.44B | $1.43B | · | $1.42B | $1.42B | $1.42B | · | $1.42B | |
| AOCI | $-150M | $-142M | $-105M | $-104M | $-88M | $-162M | $-210M | $-151M | $-185M | $-177M | · | $-220M | $-178M | $-202M | · | $-267M | |
| Stockholders' Equity | $2.78B | $2.78B | $2.75B | $2.72B | $2.67B | $2.55B | $2.44B | $2.44B | $2.34B | $2.32B | · | $2.17B | $2.18B | $2.10B | $2.03B | $1.94B | |
| Liabilities + Equity | $17.72B | $17.94B | $18.00B | $13.31B | $13.20B | $12.97B | $12.30B | $12.38B | $12.22B | $11.58B | · | $10.65B | $10.59B | $10.05B | · | $9.88B | |
| Shares Outstanding | 35,305,058 | 35,502,758 | 35,400,021 | 35,678,804 | 35,640,864 | 35,675,787 | 35,575,691 | 35,539,311 | 35,616,553 | 35,577,357 | 68,800,000 | 35,479,758 | 35,448,375 | 35,344,766 | · | 35,230,184 |
Flujo de Efectivo 12
| 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 | $172M | $175M | $117M | $114M | $112M | $109M | $110M | $108M | $103M | $101M | $102M | $100M | $96M | $94M | · | · | |
| Deferred Tax | $16M | $20M | $9M | $12M | $16M | $16M | $4M | $19M | $7M | $16M | $-400.0K | $11M | $14M | $14M | $12M | $8M | |
| Other Non-cash | · | $-81M | · | · | · | $-79M | · | · | · | $-93M | · | · | · | · | · | · | |
| Operating Cash Flow | $276M | $199M | $144M | $218M | $161M | $124M | $206M | $160M | $138M | $98M | $120M | $142M | $163M | $95M | $181M | $136M | |
| Investing Cash Flow | $46M | $-4.36B | $-364M | $-287M | $-130M | $-235M | $-285M | $-432M | $-387M | $-312M | $-359M | $-316M | $-422M | $-123M | $-467M | $-130M | |
| Debt Issued | $20M | $974M | $3.82B | $146M | $0 | $880M | $-1M | $12M | $728M | $557M | $511M | $324M | $420M | $165M | $10M | $443M | |
| Net Debt Issued | · | $-26M | · | · | · | $473M | · | · | · | $257M | · | · | · | $-85M | · | · | |
| Stock Repurchased | $48M | $4M | $46M | $2M | $15M | $2M | $100.0K | $13M | $4M | $5M | $3M | $0 | $0 | $0 | $0 | $8M | |
| Net Stock Activity | $-48M | $-4M | · | · | · | $-2M | · | · | · | $-5M | · | · | · | $0 | · | · | |
| Dividends Paid | $24M | $25M | $22M | $22M | $22M | $24M | $21M | $21M | $21M | $22M | $20M | $20M | $20M | $21M | $19M | $19M | |
| Financing Cash Flow | $-314M | $-83M | $4.51B | $11M | $-36M | $462M | $-19M | $-50M | $594M | $245M | $484M | $61M | $397M | $-98M | $-8M | $414M | |
| Net Change in Cash | $6M | $-4.24B | $4.29B | $-59M | $-2M | $356M | $-102M | $-320M | $345M | $28M | $248M | $-114M | $140M | $-126M | $-293M | $416M |
Rentabilidad 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 17.8% | 14.6% | · | 18.7% | 17.5% | 18.6% | · | 21.9% | 11.5% | 19.6% | · | 14.6% | 18.4% | 22.8% | · | 9.1% | |
| Pretax Margin | 17.2% | 13.6% | · | 13.3% | 18.7% | 16.6% | · | 21.1% | 10.9% | 19.3% | · | 14.9% | 19.5% | 22.7% | · | 11.0% | |
| EBITDA Margin | · | 29.9% | · | · | · | 25.8% | · | · | · | 26.5% | · | · | · | · | · | · | |
| ROA | 0.67% | 0.55% | · | 0.64% | 0.59% | 0.64% | · | 0.77% | 0.39% | 0.69% | · | 0.52% | 0.62% | 0.78% | · | · | |
| ROE | 3.8% | 3.2% | · | 3.2% | 3.0% | 3.2% | · | 3.9% | 2.0% | 3.4% | · | 2.5% | 3.1% | 3.7% | · | · |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | |
| Receivables Turnover | 3.4 | 3.3 | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.03B | $1.88B | · | $1.70B | $1.64B | $1.59B | · | $1.53B | $1.47B | $1.42B | · | $1.36B | $1.32B | $1.29B | · | $1.26B | |
| Net Income TTM | $347M | $322M | · | $325M | $288M | $286M | · | $260M | $234M | $268M | · | $222M | $172M | $185M | · | $148M | |
| Market Cap | $6.26B | $6.06B | · | $6.24B | $5.47B | $5.54B | · | $4.71B | $4.71B | $4.77B | · | $3.86B | $4.56B | $3.89B | · | · | |
| P/E | 18.7 | 19.4 | · | 19.7 | 19.6 | 19.9 | · | 18.6 | 20.6 | 18.2 | · | 17.7 | 26.9 | 21.4 | · | 20.8 | |
| P/S | 3.1 | 3.2 | · | 3.7 | 3.3 | 3.5 | · | 3.1 | 3.2 | 3.4 | · | 2.8 | 3.5 | 3.0 | · | · | |
| P/B | 2.2 | 2.2 | · | 2.3 | 2.0 | 2.2 | · | 1.9 | 2.0 | 2.1 | · | 1.8 | 2.1 | 1.9 | · | · | |
| P / Tangible Book | 2.4 | 2.3 | · | 2.4 | 2.2 | 2.3 | · | 2.0 | 2.1 | 2.2 | · | 1.9 | 2.2 | 2.0 | · | · | |
| P / Cash Flow | · | 30.4 | · | · | · | 44.6 | · | · | · | 48.9 | · | · | · | 40.9 | · | · | |
| Earnings Yield | 5.4% | 5.2% | · | 5.1% | 5.1% | 5.0% | · | 5.4% | 4.9% | 5.5% | · | 5.7% | 3.7% | 4.7% | · | 4.8% | |
| Payout Ratio | · | 29.5% | · | · | · | 29.9% | · | · | · | 29.6% | · | · | · | 27.0% | · | · |
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 | $1.74B | $1.59B | $1.41B | $1.27B | $1.26B |
| Beneficio neto | $333M | $284M | $259M | $156M | $143M |
| EPS Diluido | $9.12 | $7.78 | $7.12 | $4.35 | $3.98 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | — | $-1.14B | $-722M | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 432 declarantes · $4.2B 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 |
|---|---|---|---|---|
| 52 (+4 vs trimestre anterior) | 29 (-6 vs trimestre anterior) | 120 (-20 vs trimestre anterior) | 135 (+20 vs trimestre anterior) | +4.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $584 453 064 | 3 298 454 | 13,97% | Acciones |
| EARNEST PARTNERS LLC | $453 021 141 | 2 556 697 | 10,83% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $363 243 575 | 2 050 023 | 8,68% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $283 258 946 | 1 598 617 | 6,77% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $253 752 051 | 1 432 090 | 6,07% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $247 260 877 | 1 395 456 | 5,91% | Acciones |
| STATE STREET CORP | $245 669 328 | 1 386 474 | 5,87% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $186 928 717 | 1 054 962 | 4,47% | Acciones |
| GABELLI FUNDS LLC | $143 727 669 | 811 150 | 3,44% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $139 378 898 | 786 442 | 3,33% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $101 170 706 | 570 973 | 2,42% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $99 280 017 | 581 469 | 2,37% | Acciones |
| NORGES BANK | $65 998 314 | 372 472 | 1,58% | Acciones |
| FMR LLC | $64 188 823 | 362 260 | 1,53% | Acciones |
| Ensign Peak Advisors, Inc | $54 707 590 | 308 751 | 1,31% | Acciones |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $51 858 374 | 292 671 | 1,24% | Acciones |
| Capital International Investors | $44 451 832 | 250 871 | 1,06% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $42 075 006 | 237 457 | 1,01% | Acciones |
| VANGUARD GROUP INC | $38 747 494 | 228 464 | 0,93% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $33 552 665 | 184 092 | 0,80% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $31 260 214 | 176 422 | 0,75% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $31 252 175 | 176 377 | 0,75% | Acciones |
| ProShare Advisors LLC | $31 189 515 | 176 023 | 0,75% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $27 462 678 | 154 990 | 0,66% | Acciones |
| EULAV Asset Management | $24 585 290 | 138 751 | 0,59% | Acciones |
| JANUS HENDERSON GROUP PLC | $21 882 892 | 128 165 | 0,52% | Acciones |
| Walleye Capital LLC | $21 690 714 | 122 415 | 0,52% | Acciones |
| RHUMBLINE ADVISERS | $19 633 679 | 110 806 | 0,47% | Acciones |
| BANK OF AMERICA CORP /DE/ | $17 974 509 | 101 442 | 0,43% | Acciones |
| LOOMIS SAYLES & CO L P | $16 367 749 | 92 374 | 0,39% | Acciones |
| Retirement Systems of Alabama | $15 149 213 | 85 497 | 0,36% | Acciones |
| Harbor Island Capital LLC | $14 776 937 | 83 396 | 0,35% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $14 214 005 | 80 219 | 0,34% | Acciones |
| GOLDMAN SACHS GROUP INC | $13 915 085 | 78 532 | 0,33% | Acciones |
| Swiss National Bank | $11 995 763 | 67 700 | 0,29% | Acciones |
| Clearbridge Investments, LLC | $11 967 735 | 67 542 | 0,29% | Acciones |
| Hodges Capital Management Inc. | $11 604 385 | 65 491 | 0,28% | Acciones |
| California Public Employees Retirement System | $9 621 417 | 54 300 | 0,23% | Acciones |
| AMERIPRISE FINANCIAL INC | $9 344 469 | 52 737 | 0,22% | Acciones |
| Philadelphia Financial Management of San Francisco, LLC | $8 948 095 | 50 500 | 0,21% | Acciones |
| BlackRock, Inc. | $8 661 047 | 48 880 | 0,21% | Acciones |
| Hudson Bay Capital Management LP | $7 119 140 | 40 178 | 0,17% | Acciones |
| Dana Investment Advisors, Inc. | $6 904 563 | 38 967 | 0,17% | Acciones |
| MetLife Investment Management, LLC | $6 629 032 | 37 412 | 0,16% | Acciones |
| Qube Research & Technologies Ltd | $6 604 226 | 37 272 | 0,16% | Acciones |
| LEVEL FOUR ADVISORY SERVICES, LLC | $6 430 547 | 36 291 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 417 604 | 37 587 | 0,15% | Acciones |
| OPPENHEIMER ASSET MANAGEMENT INC. | $6 211 041 | 35 053 | 0,15% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $5 862 730 | 33 087 | 0,14% | Acciones |
| XTX Topco Ltd | $5 805 985 | 32 767 | 0,14% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5 752 828 | 32 467 | 0,14% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5 585 560 | 31 523 | 0,13% | Acciones |
| MORGAN STANLEY | $5 177 846 | 29 222 | 0,12% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $5 080 923 | 28 675 | 0,12% | Acciones |
| FIFTH THIRD BANCORP | $4 996 031 | 28 196 | 0,12% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $4 886 191 | 27 576 | 0,12% | Acciones |
| UBS Group AG | $4 779 346 | 26 973 | 0,11% | Acciones |
| Community Bank of Raymore | $4 431 522 | 25 010 | 0,11% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $4 097 164 | 23 123 | 0,10% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $4 025 757 | 22 720 | 0,10% | Acciones |
| Legal & General Group Plc | $3 667 124 | 20 696 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $3 660 391 | 20 658 | 0,09% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 579 238 | 20 200 | 0,09% | Opción de compra |
| TWO SIGMA INVESTMENTS, LP | $3 489 048 | 19 691 | 0,08% | Acciones |
| Knights of Columbus Asset Advisors LLC | $3 468 671 | 19 576 | 0,08% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3 334 539 | 18 819 | 0,08% | Acciones |
| Quantbot Technologies LP | $3 310 795 | 18 685 | 0,08% | Acciones |
| US BANCORP \DE\ | $3 293 785 | 18 589 | 0,08% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3 240 274 | 18 287 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 189 420 | 18 000 | 0,08% | Opción de venta |
| Quantinno Capital Management LP | $3 188 695 | 17 995 | 0,08% | Acciones |
| Creative Planning | $2 908 928 | 16 417 | 0,07% | Acciones |
| North Star Investment Management Corp. | $2 839 041 | 16 023 | 0,07% | Acciones |
| Brevan Howard Capital Management LP | $2 550 296 | 14 393 | 0,06% | Acciones |
| Invesco Ltd. | $2 540 727 | 14 339 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $2 427 503 | 13 700 | 0,06% | Opción de compra |
| Vanguard Global Advisers, LLC | $2 417 935 | 13 646 | 0,06% | Acciones |
| LPL Financial LLC | $2 391 467 | 13 497 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $2 320 835 | 13 098 | 0,06% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $2 273 171 | 12 829 | 0,05% | Acciones |
| State of Tennessee, Department of Treasury | $2 263 248 | 12 773 | 0,05% | Acciones |
| NFJ INVESTMENT GROUP, LLC | $2 244 289 | 12 666 | 0,05% | Acciones |
| Atria Investments, Inc | $2 234 325 | 12 610 | 0,05% | Acciones |
| Central Pacific Bank - Trust Division | $2 214 875 | 12 500 | 0,05% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $2 204 598 | 12 442 | 0,05% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 182 981 | 12 320 | 0,05% | Acciones |
| LONDON CO OF VIRGINIA | $2 152 858 | 12 150 | 0,05% | Acciones |
| MML INVESTORS SERVICES, LLC | $2 111 425 | 11 916 | 0,05% | Acciones |
| BARCLAYS PLC | $2 041 937 | 11 524 | 0,05% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $2 009 866 | 11 343 | 0,05% | Acciones |
| State of New Jersey Common Pension Fund D | $1 958 658 | 11 054 | 0,05% | Acciones |
| REGIONS FINANCIAL CORP | $1 956 177 | 11 040 | 0,05% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 905 324 | 10 753 | 0,05% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $1 877 505 | 10 596 | 0,04% | Acciones |
| Louisiana State Employees Retirement System | $1 842 776 | 10 400 | 0,04% | Acciones |
| HighTower Advisors, LLC | $1 790 534 | 10 105 | 0,04% | Acciones |
| YOUSIF CAPITAL MANAGEMENT, LLC | $1 761 269 | 9 940 | 0,04% | Acciones |
| BROWN ADVISORY INC | $1 759 601 | 9 931 | 0,04% | Acciones |
| Ameritas Investment Partners, Inc. | $1 735 222 | 9 793 | 0,04% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $1 722 464 | 9 721 | 0,04% | Acciones |
Informantes de la empresa 56 insiders · 5 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robert C Lyons | President and CEO | 23 de febrero de 2026 A | 50 575 | 0 | 4 | $-2 101 618 |
| Kevin Hillesland | SVP, Structured Finance | 15 de agosto de 2026 F | 7 212 | 0 | 0 | $0 |
| Geoffrey Phillips | Sr. VP, Operations | 15 de agosto de 2026 F | 6 473 | 0 | 0 | $0 |
| John Sbragia | SVP, Engineering and Quality | 14 de agosto de 2026 M | 6 820 | 0 | 1 | $-342 760 |
| Eric D. Harkness | SVP, Treas. & Chief Risk Off. | 11 de agosto de 2020 M | 0 | 0 | 0 | $0 |
| John W Rogers JR | Consejero | 3 de mayo de 2004 A | 13 620 | 0 | 0 | $0 |
| State Farm Mutual Automobile Insurance Company | Propietario del 10% | 9 de octubre de 2024 P | 3 312 294 | 0 | 0 | $0 |
| Thomas A. Ellman | — | 5 de agosto de 2026 M | 34 361 | 0 | 3 | $-3 277 375 |
| Jennifer Van Aken | — | 3 de agosto de 2026 M | 5 916 | 0 | 2 | $-307 199 |
| Adam L. Stanley | — | 3 de agosto de 2026 A | 9 430 | 0 | 0 | $0 |
| Shelley J Bausch | — | 3 de agosto de 2026 A | 4 308 | 0 | 0 | $0 |
| Robert S Wetherbee | — | 3 de agosto de 2026 A | 1 645 | 0 | 0 | $0 |
| John Mcclain Holmes III | — | 3 de agosto de 2026 A | 4 464 | 0 | 0 | $0 |
| Anne L Arvia | — | 3 de agosto de 2026 A | 34 277 | 0 | 1 | $-161 878 |
| Diane Aigotti | — | 3 de agosto de 2026 A | 19 904 | 0 | 0 | $0 |
| REAM JAMES B | — | 3 de agosto de 2026 A | 49 470 | 0 | 0 | $0 |
| Paul G Yovovich | — | 3 de agosto de 2026 A | 42 420 | 0 | 0 | $0 |
| Necati Gokce Tezel | — | 4 de noviembre de 2021 M | 15 087 | 0 | 0 | $0 |
| David Sutherland | — | 1 de noviembre de 2021 A | 75 747 | 0 | 0 | $0 |
| Stephen R Wilson | — | 1 de noviembre de 2021 A | 16 547 | 0 | 0 | $0 |
| Brian A Kenney | — | 1 de noviembre de 2021 M | 195 797 | 0 | 0 | $0 |
| Paul F Titterton | — | 9 de agosto de 2021 F | 5 547 | 0 | 0 | $0 |
| Kimberley Nero | — | 28 de mayo de 2021 A | — | 0 | 0 | $0 |
| James M. Conniff | — | 10 de mayo de 2021 M | 0 | 0 | 0 | $0 |
| Deborah A Golden | — | 6 de mayo de 2021 M | 33 765 | 0 | 0 | $0 |
| Niyi Adedoyin | — | 1 de marzo de 2021 S | 2 178 | 0 | 0 | $0 |
| Jeffery R. Young | — | 24 de febrero de 2021 S | 6 028 | 0 | 0 | $0 |
| Robert Zmudka | — | 5 de febrero de 2021 M | 5 420 | 0 | 0 | $0 |
| Ernst A Haberli | — | 1 de febrero de 2021 A | 31 626 | 0 | 0 | $0 |
| Jennifer Mcmanus | — | 29 de enero de 2021 A | 1 246 | 0 | 0 | $0 |
| Amita Shetty | — | 19 de febrero de 2020 M | 700 | 0 | 0 | $0 |
| Robert J. Ritchie | — | 3 de febrero de 2020 A | 31 855 | 0 | 0 | $0 |
| William M Muckian | — | 31 de julio de 2019 M | 7 660 | 0 | 0 | $0 |
| Casey Sylla | — | 1 de febrero de 2019 A | 37 677 | 0 | 0 | $0 |
| Michael T. Brooks | — | 28 de enero de 2019 F | 9 693 | 0 | 0 | $0 |
| James F Earl | — | 29 de enero de 2018 M | 82 859 | 0 | 0 | $0 |
| Curt F Glenn | — | 4 de febrero de 2016 G | 25 289 | 0 | 0 | $0 |
| Mary Katherine Lawler | — | 2 de junio de 2014 M | 13 233 | 0 | 0 | $0 |
| Mark G Mcgrath | — | 1 de noviembre de 2013 A | 37 619 | 0 | 0 | $0 |
| Nicholas J. Matthews | — | 25 de febrero de 2013 F | 4 345 | 0 | 0 | $0 |
| Clifford J Porzenheim | — | 25 de febrero de 2012 F | 20 116 | 0 | 0 | $0 |
| William J Hasek | — | 25 de febrero de 2012 F | 10 892 | 0 | 0 | $0 |
| Deborah M Fretz | — | 1 de febrero de 2012 A | 38 136 | 0 | 0 | $0 |
| Richard M Fairbanks | — | 1 de febrero de 2011 A | 48 489 | 0 | 0 | $0 |
| Michael E Murphy | — | 2 de febrero de 2009 A | 24 183 | 0 | 0 | $0 |
| James M Denny | — | 2 de febrero de 2009 A | 28 846 | 0 | 0 | $0 |
| Gail L Duddy | — | 31 de diciembre de 2007 F | 7 299 | 0 | 0 | $0 |
| Marla C Gottschalk | — | 1 de noviembre de 2007 A | 3 536 | 0 | 0 | $0 |
| Yvonne S Scott | — | 1 de mayo de 2007 M | 7 155 | 0 | 0 | $0 |
| Rodney F Dammeyer | — | 1 de febrero de 2007 A | 11 982 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 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 |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL, GABELLI FUNDS LLC, GAMCO Asset Management Inc., GABELLI FOUNDATION, INC., MJG ASSOCIATES, INC., GGCP, INC., Associated Capital Group, Inc., GABELLI MARIO J ×2 presentaciones | 2 de abril de 2026 | 3,10% | Enmienda | — | SEC |
| Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., MJG Associates, Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×6 presentaciones | 13 de julio de 2023 | — | Presentación inicial | — | SEC |
| Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., MJG Associates, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×7 presentaciones | 27 de noviembre de 2018 | — | 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 104 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 |
|---|---|---|---|---|
| EPSB · Harbor ETF Trust | 2,36% | 562 NS | 30 de abril de 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 2,14% | 544 NS | 30 de abril de 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 1,73% | 392 NS | 30 de abril de 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,60% | 368 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 1,36% | 10 899 NS | 30 de abril de 2026 | N-PORT |
| REGL · ProShares Trust | 1,33% | 131 689 NS | 31 de mayo de 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 1,31% | 2 032 NS | 30 de abril de 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 0,98% | 41 264 SH | 8 de agosto de 2026 | Diario |
| SMDV · ProShares Trust | 0,90% | 34 915 NS | 31 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,75% | 979 NS | 30 de abril de 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,73% | 20 860 SH | 8 de agosto de 2026 | Diario |
| SAWS · ETF Series Solutions | 0,72% | 259 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,68% | 1 083 675 NS | 31 de mayo de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,46% | 12 047 NS | 30 de abril de 2026 | N-PORT |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,40% | 4 487 NS | 31 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,40% | 26 174 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,38% | 309 961 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,38% | 29 086 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,33% | 190 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,31% | 9 171 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,30% | 1 245 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,25% | 49 NS | 29 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,21% | 15 558 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,21% | 9 394 NS | 31 de mayo de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,20% | 4 100 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,20% | 906 691 SH | 8 de agosto de 2026 | Diario |
| XJH · iShares Trust | 0,20% | 4 802 SH | 8 de agosto de 2026 | Diario |
| IJK · iShares Trust | 0,20% | 120 339 SH | 8 de agosto de 2026 | Diario |
| SMMV · iShares Trust | 0,20% | 3 185 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,19% | 133 251 NS | 30 de abril de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,19% | 20 317 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,19% | 206 694 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,19% | 4 675 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,18% | 68 987 NS | 30 de abril de 2026 | N-PORT |
| IJH · iShares Trust | 0,17% | 1 224 743 SH | 8 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,17% | 57 285 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,16% | 114 538 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,16% | 10 632 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,15% | 81 052 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,15% | 1 690 NS | 31 de mayo de 2026 | N-PORT |
| IJJ · iShares Trust | 0,15% | 76 070 SH | 8 de agosto de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,15% | 12 804 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,15% | 23 605 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,15% | 34 535 SH | 8 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,14% | 592 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 14 248 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,14% | 3 314 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,13% | 1 233 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,13% | 517 085 SH | 8 de agosto de 2026 | Diario |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,13% | 3 589 000 | 8 de agosto de 2026 | Diario |