GRDN Guardian Pharmacy Services, Inc. Class A Common Stock
$38,40
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$23–$47
64% of range
Calificación del Analista
STRONG BUY
12 analysts
Precio Objetivo
$49
+27% upside
P/E (TTM)
—
ROE
24.8%
Margen de Beneficio Neto
3.4%
GRDN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$38.40
Capitalización Bursátil
—
P/E (TTM)
—
BPA (TTM)
—
Ingresos (TTM)
$1.45B
Rendimiento div.
—
ROE
24.8%
Deuda/Capital
—
Rango 52S
$23 – $47
GRDN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$1.45B
2023-12-31
→
2025-12-31
BPA
—
Flujo de caja libre
$87M
2024-12-31
→
2025-12-31
Márgenes
3.4%
2024-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
GRDN
Mediana de Pares
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
GRDN
Mediana de Pares
Gross Margin (Margen Bruto)
20.2%
20.9%
Operating Margin (Margen Operativo)
5.0%
—
Net Profit Margin (Margen de Beneficio Neto)
3.4%
2.3%
ROA
13.4%
4.3%
ROE
24.8%
6.6%
ROIC
22.2%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
GRDN
Mediana de Pares
Current Ratio (Ratio corriente)
1.4
1.5
Quick Ratio (Ratio Rápido)
1.0
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
GRDN
Mediana de Pares
Revenue YoY (Ingresos interanuales)
17.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
GRDN
Mediana de Pares
GRDN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
12 analistas
- Compra fuerte 6 50,0%
- Compra 5 41,7%
- Mantener 1 8,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-15
Mediana
$49.50
Media
$48.83
← Por Debajo de Todos los Objetivos
$38.40
Mín
$47.00
Máx
$50.00
Objetivo mediano
$49.50
+28,9%
Objetivo medio
$48.83
+27,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.34 | $0.28 | 0.06% |
| 31 de marzo de 2026 | $0.21 | $0.24 | -0.03% |
| 31 de diciembre de 2025 | $0.33 | $0.26 | 0.07% |
| 30 de septiembre de 2025 | $0.15 | $0.17 | -0.02% |
| 30 de junio de 2025 | $0.14 | $0.16 | -0.02% |
| 31 de marzo de 2025 | $0.15 | $0.18 | -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 |
|---|---|---|---|---|---|---|
| GRDN | — | — | 17.9% | 3.4% | 24.8% | 20.2% |
| CRVL | $2.78B | 25.5 | 7.0% | 11.5% | 29.1% | 24.3% |
| OPCH | $5.00B | 25.1 | 13.0% | 3.7% | 15.4% | 19.3% |
| PRVA | $2.93B | 131.7 | 22.3% | 1.1% | 3.3% | — |
| AVAH | $1.70B | 7.7 | 20.2% | 9.2% | 246.6% | 33.3% |
| ADUS | — | 20.6 | 23.2% | — | — | — |
| MD | $1.77B | 11.0 | -4.9% | 8.6% | 20.3% | — |
| NEO | $1.51B | -49.0 | 10.1% | -14.8% | -12.8% | 43.2% |
| WGS | — | — | — | — | — | — |
| ASTH | $1.21B | 53.9 | 56.4% | 0.71% | 3.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $1.45B | $1.23B | $1.05B | |
| Cost of Revenue | $1.16B | $984M | $838M | |
| Gross Profit | $293M | $244M | $208M | |
| SG&A Expense | $220M | $307M | $167M | |
| Operating Income | $73M | $-63M | $41M | |
| Other Non-op | $1M | $-279.0K | $-367.0K | |
| Pretax Income | $73M | $-66M | $38M | |
| Income Tax | $24M | $5M | $0 | |
| Net Income | $49M | $-110M | · | |
| EBITDA | $95M | $-43M | · |
Balance general 24
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $66M | $5M | $752.0K | |
| Receivables | $102M | $97M | $77M | |
| Inventory | $43M | $41M | $37M | |
| Other Current Assets | $11M | $10M | $15M | |
| Current Assets | $222M | $152M | $130M | |
| PP&E (Net) | $56M | $50M | $45M | |
| PP&E (Gross) | $143M | $128M | $114M | |
| Accum. Depreciation | $88M | $78M | $69M | |
| Goodwill | $80M | $69M | $56M | |
| Intangibles | $18M | $15M | $12M | |
| Other Non-current Assets | $436.0K | $383.0K | $358.0K | |
| Total Assets | $413M | $321M | $271M | |
| Accounts Payable | $116M | $102M | $86M | |
| Short-term Debt | · | · | $4M | |
| Current Liabilities | $161M | $144M | $138M | |
| Capital Leases | $30M | $23M | $23M | |
| Other Non-current Liabilities | $4M | $3M | $31M | |
| Total Liabilities | $195M | $171M | $211M | |
| Long-term Debt | $0 | $0 | $23M | |
| Total Debt | · | $0 | · | |
| Paid-in Capital | $139M | $125M | · | |
| Retained Earnings | $66M | $17M | · | |
| Stockholders' Equity | $218M | $150M | $60M | |
| Liabilities + Equity | $413M | $321M | $271M |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $22M | $20M | $18M | |
| Stock-based Comp | $14M | $131M | $-6M | |
| Deferred Tax | $3M | $701.0K | $0 | |
| Other Non-cash | $12M | $16M | · | |
| Operating Cash Flow | $100M | $58M | $71M | |
| CapEx | $13M | $15M | $985.0K | |
| Investing Cash Flow | $-32M | $-30M | $-13M | |
| Stock Issued | $29M | $120M | · | |
| Stock Repurchased | · | $55M | · | |
| Net Stock Activity | $29M | $65M | · | |
| Financing Cash Flow | $-7M | $-24M | $-57M | |
| Net Change in Cash | $61M | $4M | $145.0K | |
| Taxes Paid | $22M | $0 | · | |
| Free Cash Flow | $87M | $43M | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Gross Margin | 20.2% | 19.9% | · | |
| Operating Margin | 5.0% | -5.1% | · | |
| Net Margin | 3.4% | -9.0% | · | |
| Pretax Margin | 5.1% | -5.4% | · | |
| EBITDA Margin | 6.6% | -3.5% | · | |
| ROA | 13.4% | -37.2% | · | |
| ROE | 24.8% | -77.5% | · | |
| ROIC | 22.2% | -44.8% | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 1.4 | 1.1 | · | |
| Quick Ratio | 1.0 | 0.7 | · | |
| Debt / Equity | · | 0.0 | · | |
| LT Debt / Equity | · | 0.0 | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 4.0 | 4.2 | · | |
| Inventory Turnover | 27.6 | 25.5 | · | |
| Receivables Turnover | 14.6 | 14.1 | · |
Tasas de Crecimiento 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 17.9% | 17.4% | · |
Valoración (TTM) 2
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $1.45B | $1.23B | · | |
| Net Income TTM | $49M | $-110M | · |
Estado de resultados 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $352M | $337M | $398M | $377M | $344M | $329M | $339M | $314M | $281M | |
| Cost of Revenue | $272M | $260M | $312M | $303M | $276M | $265M | $271M | $254M | $226M | |
| Gross Profit | $80M | $76M | $86M | $75M | $68M | $64M | $67M | $61M | $55M | |
| SG&A Expense | $59M | $59M | $55M | $58M | $56M | $51M | $50M | $165M | $39M | |
| Operating Income | $21M | $18M | $31M | $16M | $13M | $13M | $17M | $-105M | $16M | |
| Other Non-op | $9M | $772.0K | $500.0K | $437.0K | $179.0K | $271.0K | $-113.0K | $-2.0K | $-226.0K | |
| Pretax Income | $30M | $18M | $31M | $17M | $13M | $13M | $16M | $-106M | $15M | |
| Income Tax | $8M | $5M | $10M | $7M | $4M | $4M | $4M | $176.0K | · | |
| Net Income | $22M | $13M | $21M | $10M | $9M | $9M | $12M | $-122M | · | |
| EBITDA | $21M | · | · | $16M | $13M | $18M | · | $-105M | · |
Balance general 24
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $90M | $65M | $66M | $36M | $19M | $14M | $5M | $37M | $752.0K | |
| Receivables | $104M | $112M | $102M | $106M | $94M | $97M | $97M | $91M | $77M | |
| Inventory | $50M | $47M | $43M | $48M | $44M | $43M | $41M | $45M | $37M | |
| Other Current Assets | $11M | $11M | $11M | $8M | $13M | $11M | $10M | $7M | $15M | |
| Current Assets | $255M | $235M | $222M | $198M | $170M | $166M | $152M | $180M | $130M | |
| PP&E (Net) | $57M | $57M | $56M | $56M | $54M | $51M | $50M | $48M | $45M | |
| PP&E (Gross) | · | · | $143M | · | · | · | $128M | · | $114M | |
| Accum. Depreciation | · | · | $88M | · | · | · | $78M | · | $69M | |
| Goodwill | $80M | $80M | $80M | $80M | $76M | $69M | $69M | $68M | $56M | |
| Intangibles | $17M | $17M | $18M | $19M | $18M | $14M | $15M | $15M | $12M | |
| Other Non-current Assets | $1M | $1M | $436.0K | $387.0K | $386.0K | $388.0K | $383.0K | $374.0K | $358.0K | |
| Total Assets | $444M | $427M | $413M | $390M | $356M | $334M | $321M | $348M | $271M | |
| Accounts Payable | $108M | $109M | $116M | $122M | $105M | $102M | $102M | $107M | $86M | |
| Short-term Debt | · | · | · | · | · | · | · | $5M | $4M | |
| Current Liabilities | $154M | $161M | $161M | $162M | $144M | $145M | $144M | $158M | $138M | |
| Capital Leases | $28M | $30M | $30M | $27M | $27M | $22M | $23M | $24M | $23M | |
| Other Non-current Liabilities | $4M | $4M | $4M | $5M | $6M | $4M | $3M | $3M | $31M | |
| Total Liabilities | $186M | $195M | $195M | $195M | $177M | $171M | $171M | $214M | $211M | |
| Long-term Debt | · | · | $0 | · | · | · | $0 | $34M | $23M | |
| Total Debt | · | · | · | · | · | · | · | $34M | · | |
| Paid-in Capital | $144M | $141M | $139M | $138M | $134M | $129M | $125M | $122M | · | |
| Retained Earnings | $102M | $80M | $66M | $45M | $36M | $27M | $17M | $5M | · | |
| Stockholders' Equity | $258M | $232M | $218M | $195M | $180M | $163M | $150M | $134M | $60M | |
| Liabilities + Equity | $444M | $427M | $413M | $390M | $356M | $334M | $321M | $348M | $271M |
Flujo de Efectivo 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | |
| Stock-based Comp | $3M | $2M | $1M | $4M | $4M | $4M | $3M | $122M | $-23M | |
| Other Non-cash | · | · | · | · | · | $-1M | · | · | · | |
| Operating Cash Flow | $30M | $6M | $35M | $28M | $20M | $18M | $22M | $-2M | $15M | |
| CapEx | · | · | $495.0K | $4M | · | · | $2M | $2M | $0 | |
| Investing Cash Flow | $-4M | $-5M | $-5M | $-9M | $-13M | $-6M | $-7M | $-7M | $-1M | |
| Stock Issued | $0 | $30M | $0 | $0 | $29M | $0 | $0 | · | · | |
| Financing Cash Flow | $-805.0K | $-2M | $-758.0K | $-2M | $-2M | $-3M | $-48M | $45M | $-13M | |
| Net Change in Cash | $25M | $-726.0K | $29M | $18M | $5M | $9M | $-33M | $36M | $131.0K |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 22.8% | · | · | 19.8% | 19.8% | 19.5% | · | 19.4% | · | |
| Operating Margin | 5.9% | · | · | 4.3% | 3.6% | 4.0% | · | -33.3% | · | |
| Net Margin | 6.2% | · | · | 2.6% | 2.6% | 2.9% | · | -38.8% | · | |
| Pretax Margin | 8.5% | · | · | 4.4% | 3.7% | 4.0% | · | -33.6% | · | |
| EBITDA Margin | 5.9% | · | · | 4.3% | 3.6% | 5.5% | · | -33.3% | · | |
| ROA | 5.5% | · | · | 2.7% | 5.1% | 5.7% | · | -70.1% | · | |
| ROE | 10.0% | · | · | 6.0% | 10.1% | 11.6% | · | -182.2% | · | |
| ROIC | 5.9% | · | · | 4.8% | 4.9% | 5.6% | · | -62.4% | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | · | · | 1.2 | 1.2 | 1.1 | · | 1.1 | · | |
| Quick Ratio | 1.3 | · | · | 0.9 | 0.8 | 0.8 | · | 0.8 | · | |
| Debt / Equity | · | · | · | · | · | · | · | 0.3 | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | 0.2 | · |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | · | · | 1.0 | 1.9 | 2.0 | · | 1.8 | · | |
| Inventory Turnover | 5.7 | · | · | 6.5 | 12.5 | 12.2 | · | 11.2 | · | |
| Receivables Turnover | 3.6 | · | · | 3.8 | 7.3 | 6.8 | · | 6.9 | · |
Valoración (TTM) 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.41B | $1.39B | · | $1.37B | $1.29B | $1.22B | · | $1.15B | · | |
| Net Income TTM | $54M | $42M | · | $-94M | $-104M | · | · | · | · |
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 | |
|---|---|---|---|
| Ingresos | $1.45B | $1.23B | $1.05B |
| Margen Bruto % | 20.2% | 19.9% | — |
| Margen Operativo % | 5.0% | -5.1% | — |
| Beneficio neto | $49M | $-110M | — |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Deuda / Patrimonio | — | 0.0 | — |
| Ratio corriente | 1.4 | 1.1 | — |
| Ratio Rápido | 1.0 | 0.7 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Flujo de caja libre | $87M | $43M | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 196 declarantes · $817.6M 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 |
|---|---|---|---|---|
| 41 (-21 vs trimestre anterior) | 14 (+3 vs trimestre anterior) | 59 (+7 vs trimestre anterior) | 58 (+22 vs trimestre anterior) | -365K |
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 |
|---|---|---|---|---|
| FMR LLC | $101 024 941 | 2 412 824 | 12,36% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $57 770 133 | 1 379 750 | 7,07% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $57 682 499 | 1 377 657 | 7,05% | Acciones |
| Woodline Partners LP | $54 696 456 | 1 306 340 | 6,69% | Acciones |
| Valiant Capital Management, L.P. | $49 685 370 | 1 186 658 | 6,08% | Acciones |
| TimesSquare Capital Management, LLC | $40 577 671 | 1 077 474 | 4,96% | Acciones |
| LOOMIS SAYLES & CO L P | $30 284 404 | 723 296 | 3,70% | Acciones |
| BOONE CAPITAL MANAGEMENT LLC | $29 808 886 | 711 939 | 3,65% | Acciones |
| STATE STREET CORP | $24 708 073 | 590 114 | 3,02% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $23 378 417 | 558 248 | 2,86% | Acciones |
| Driehaus Capital Management LLC | $21 360 441 | 510 161 | 2,61% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $20 059 163 | 479 082 | 2,45% | Acciones |
| FIRST TRUST ADVISORS LP | $19 314 924 | 461 307 | 2,36% | Acciones |
| JENNISON ASSOCIATES LLC | $19 262 125 | 460 046 | 2,36% | Acciones |
| Aristotle Capital Boston, LLC | $17 687 018 | 422 427 | 2,16% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $14 454 738 | 345 229 | 1,77% | Acciones |
| BRAUN STACEY ASSOCIATES INC | $14 233 581 | 339 947 | 1,74% | Acciones |
| Alyeska Investment Group, L.P. | $11 514 250 | 275 000 | 1,41% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10 812 467 | 258 239 | 1,32% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $10 240 779 | 244 585 | 1,25% | Acciones |
| SEVEN GRAND MANAGERS, LLC | $8 374 000 | 200 000 | 1,02% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $8 141 287 | 194 442 | 1,00% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $7 761 986 | 185 383 | 0,95% | Acciones |
| Clearbridge Investments, LLC | $7 300 628 | 174 364 | 0,89% | Acciones |
| Ranger Investment Management, L.P. | $7 262 686 | 173 458 | 0,89% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $7 098 137 | 169 528 | 0,87% | Acciones |
| Lisanti Capital Growth, LLC | $6 365 287 | 152 025 | 0,78% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 315 145 | 126 944 | 0,65% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $5 049 815 | 120 607 | 0,62% | Acciones |
| Trexquant Investment LP | $4 696 474 | 112 168 | 0,57% | Acciones |
| Boston Partners | $4 685 590 | 111 908 | 0,57% | Acciones |
| Crews Bank & Trust | $4 234 187 | 101 127 | 0,52% | Acciones |
| TRUIST FINANCIAL CORP | $4 140 734 | 98 895 | 0,51% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 112 011 | 98 209 | 0,50% | Acciones |
| Qube Research & Technologies Ltd | $4 082 869 | 97 513 | 0,50% | Acciones |
| CITADEL ADVISORS LLC | $3 675 139 | 87 775 | 0,45% | Acciones |
| ROYCE & ASSOCIATES LP | $3 646 710 | 87 096 | 0,45% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $3 560 457 | 85 036 | 0,44% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $3 333 648 | 79 619 | 0,41% | Acciones |
| J. Goldman & Co LP | $3 316 900 | 79 219 | 0,41% | Acciones |
| D. E. Shaw & Co., Inc. | $3 091 723 | 73 841 | 0,38% | Acciones |
| Kiker Wealth Management, LLC | $2 746 858 | 65 604 | 0,34% | Acciones |
| Russell Investments Group, Ltd. | $2 641 578 | 63 090 | 0,32% | Acciones |
| Swiss National Bank | $2 554 070 | 61 000 | 0,31% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 517 308 | 60 122 | 0,31% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $2 232 592 | 53 322 | 0,27% | Acciones |
| Jain Global LLC | $2 191 936 | 52 351 | 0,27% | Acciones |
| JANE STREET GROUP, LLC | $2 148 810 | 51 321 | 0,26% | Acciones |
| Foundry Partners, LLC | $2 108 779 | 99 190 | 0,26% | Acciones |
| Ghisallo Capital Management LLC | $2 093 500 | 50 000 | 0,26% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 021 442 | 48 279 | 0,25% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $1 875 692 | 44 798 | 0,23% | Acciones |
| Inspire Investing, LLC | $1 866 618 | 49 565 | 0,23% | Acciones |
| GLOBEFLEX CAPITAL L P | $1 857 102 | 44 354 | 0,23% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $1 692 469 | 40 422 | 0,21% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 530 725 | 36 559 | 0,19% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 511 507 | 36 100 | 0,18% | Opción de venta |
| DARK FOREST CAPITAL MANAGEMENT LP | $1 509 037 | 36 041 | 0,18% | Acciones |
| MARSHALL WACE, LLP | $1 507 153 | 35 996 | 0,18% | Acciones |
| Nuveen Asset Management, LLC | $1 392 125 | 68 713 | 0,17% | Acciones |
| XTX Topco Ltd | $1 346 916 | 32 169 | 0,16% | Acciones |
| MORGAN STANLEY | $1 330 461 | 31 776 | 0,16% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $1 311 996 | 31 335 | 0,16% | Acciones |
| Bank of New York Mellon Corp | $1 258 989 | 30 069 | 0,15% | Acciones |
| CREDIT AGRICOLE S A | $1 256 100 | 30 000 | 0,15% | Acciones |
| Maven Securities LTD | $1 256 100 | 30 000 | 0,15% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1 130 448 | 26 999 | 0,14% | Acciones |
| Diametric Capital, LP | $1 095 863 | 26 173 | 0,13% | Acciones |
| TD Asset Management Inc | $1 082 926 | 25 864 | 0,13% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 043 182 | 27 700 | 0,13% | Acciones |
| RHUMBLINE ADVISERS | $990 466 | 23 656 | 0,12% | Acciones |
| Squarepoint Ops LLC | $915 823 | 21 873 | 0,11% | Acciones |
| HUSSMAN STRATEGIC ADVISORS, INC. | $879 270 | 21 000 | 0,11% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $877 302 | 20 953 | 0,11% | Acciones |
| Sterling Capital Management LLC | $850 840 | 20 321 | 0,10% | Acciones |
| BlackRock, Inc. | $809 096 | 19 324 | 0,10% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $793 562 | 18 953 | 0,10% | Acciones |
| GREAT LAKES ADVISORS, LLC | $787 575 | 18 810 | 0,10% | Acciones |
| Round Rock Advisors LLC | $775 600 | 18 524 | 0,09% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $748 887 | 17 886 | 0,09% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $737 917 | 17 624 | 0,09% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $670 875 | 17 814 | 0,08% | Acciones |
| US BANCORP \DE\ | $622 439 | 14 866 | 0,08% | Acciones |
| CAPSTONE INVESTMENT ADVISORS, LLC | $607 324 | 14 505 | 0,07% | Acciones |
| CITIGROUP INC | $605 943 | 14 472 | 0,07% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $596 061 | 14 236 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $586 892 | 14 017 | 0,07% | Acciones |
| LPL Financial LLC | $581 281 | 13 883 | 0,07% | Acciones |
| Engineers Gate Manager LP | $543 389 | 12 978 | 0,07% | Acciones |
| MetLife Investment Management, LLC | $513 242 | 12 258 | 0,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $507 967 | 12 132 | 0,06% | Acciones |
| FRANKLIN RESOURCES INC | $492 559 | 11 764 | 0,06% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $491 052 | 11 728 | 0,06% | Acciones |
| JANUS HENDERSON GROUP PLC | $490 035 | 13 000 | 0,06% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $477 527 | 11 405 | 0,06% | Acciones |
| Kings Path Partners LLC | $431 261 | 10 300 | 0,05% | Acciones |
| TWO SIGMA ADVISERS, LP | $430 287 | 14 300 | 0,05% | Acciones |
| CITADEL ADVISORS LLC | $427 074 | 10 200 | 0,05% | Opción de compra |
| VARCOV Co. | $422 803 | 10 098 | 0,05% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $410 493 | 9 804 | 0,05% | Acciones |
Informantes de la empresa 12 insiders · 3 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Fred P. Burke | President and Chief Executive Officer | 28 de marzo de 2026 M | 2 139 239 | 0 | 1 | $-19 928 102 |
| David K. Morris | Executive Vice President and Chief Financial Officer | 28 de marzo de 2026 M | 896 341 | 0 | 1 | $-5 575 536 |
| G. Kendall Forbes | Executive Vice President, Sales & Operations | 28 de marzo de 2026 M | 1 061 826 | 0 | 1 | $-10 289 225 |
| Mary Sue Patchett | Consejero | 5 de mayo de 2026 A | 15 071 | 0 | 0 | $0 |
| Steven D Cosler | Consejero | 5 de mayo de 2026 A | 29 012 | 1 | 0 | $99 786 |
| Randall J Lewis | Consejero | 5 de mayo de 2026 A | 15 071 | 0 | 0 | $0 |
| Thomas J. Salentine, Jr. | Consejero | 28 de marzo de 2026 M | 10 569 491 | 0 | 1 | $-105 977 693 |
| John Ackerman | Consejero | 28 de marzo de 2026 M | 816 180 | 0 | 2 | $-32 747 843 |
| William E. Bindley | Consejero | 28 de marzo de 2026 M | 10 569 491 | 0 | 1 | $-105 977 693 |
| Bindley Capital Partners I, LLC | Propietario del 10% | 28 de marzo de 2026 M | 10 569 491 | 0 | 1 | $-105 977 693 |
| Pharmacy Investors, LLC | — | 28 de marzo de 2026 M | 2 449 867 | 0 | 3 | $-44 004 847 |
| Cardinal Equity Fund, L.P. | — | 28 de marzo de 2026 M | 816 180 | 0 | 3 | $-14 660 269 |
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 |
|---|---|---|---|---|---|
| Bindley Capital Partners I, LLC, William E. Bindley, Thomas J. Salentine, Jr., Pharmacy Investors, LLC, John Ackerman, Cardinal Equity Fund, L.P., Fred P. Burke, David K. Morris, G. Kendall Forbes ×4 presentaciones | 24 de marzo de 2026 | 21,30% | Enmienda | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 45 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| SAWS · ETF Series Solutions | 2,26% | 4 300 NS | 30 de abril de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,55% | 154 792 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,28% | 92 174 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,23% | 5 774 NS | 31 de mayo de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,20% | 2 928 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 17 858 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,11% | 14 442 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,11% | 27 330 NS | 31 de mayo de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,06% | 30 974 NS | 30 de junio de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,04% | 27 429 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 9 808 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 1 060 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 62 039 NS | 30 de abril de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,01% | 11 248 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 830 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 838 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 818 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 21 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 395 NS | 30 de abril de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 223 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 316 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 7 402 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 086 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 9 237 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 977 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 3 158 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| ITOT · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PTH · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |
| ISCB · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| ISCG · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| SMMV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| WSML · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| DWAS · Invesco Exchange-Traded Fund Trust … | — | — | 20 de julio de 2026 | Diario |