HCI HCI Group, Inc. Common Stock
$186,58
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$145–$210
64% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$242
+30% upside
P/E (TTM)
8.2
ROE
40.0%
Margen de Beneficio Neto
33.2%
HCI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$186.58
Capitalización Bursátil
$2.42B
P/E (TTM)
8.2
BPA (TTM)
$22.72
Ingresos (TTM)
$901M
Rendimiento div.
0.79%
ROE
40.0%
Deuda/Capital
—
Rango 52S
$145 – $211
HCI 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
$901M
2016-12-31
→
2025-12-31
BPA
$22.72
2016-12-31
→
2025-12-31
Flujo de caja libre
$441M
2016-12-31
→
2025-12-31
Márgenes
33.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
HCI
Mediana de Pares
P/E (TTM)
8.2
11.1
P/S (TTM) (P/V (TTM))
2.7
1.3
P/B (P/C)
2.3
1.7
Price / FCF (Precio / FCF)
5.5
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
HCI
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
33.2%
11.5%
ROA
12.6%
4.3%
ROE
40.0%
14.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
HCI
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
HCI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
20.1%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
21.7%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
23.8%
—
EPS YoY (EPS interanual)
155.6%
—
Net Income YoY (Beneficio Neto interanual)
171.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
HCI
Mediana de Pares
Payout Ratio (Ratio de Pago)
6.5%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
0.79%
Ratio de Pago
6.5%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 15 de mayo de 2026 | $0,4000 |
| 20 de febrero de 2026 | $0,4000 |
| 21 de noviembre de 2025 | $0,4000 |
| 15 de agosto de 2025 | $0,4000 |
| 16 de mayo de 2025 | $0,4000 |
| 21 de febrero de 2025 | $0,4000 |
| 15 de noviembre de 2024 | $0,4000 |
| 16 de agosto de 2024 | $0,4000 |
| 16 de mayo de 2024 | $0,4000 |
| 15 de febrero de 2024 | $0,4000 |
| 16 de noviembre de 2023 | $0,4000 |
| 17 de agosto de 2023 | $0,4000 |
| 18 de mayo de 2023 | $0,4000 |
| 16 de febrero de 2023 | $0,4000 |
| 17 de noviembre de 2022 | $0,4000 |
| 18 de agosto de 2022 | $0,4000 |
| 16 de mayo de 2022 | $0,4000 |
| 17 de febrero de 2022 | $0,4000 |
| 18 de noviembre de 2021 | $0,4000 |
| 19 de agosto de 2021 | $0,4000 |
HCI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 2 20,0%
- Compra 5 50,0%
- Mantener 3 30,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-20
Mediana
$235.00
Media
$241.67
← Por Debajo de Todos los Objetivos
$186.58
Mín
$225.00
Máx
$265.00
Objetivo mediano
$235.00
+26,0%
Objetivo medio
$241.67
+29,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
1.3%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $5.60 | $5.09 | 0.51% |
| 31 de marzo de 2026 | $5.45 | $5.20 | 0.25% |
| 31 de diciembre de 2025 | $8.25 | $4.85 | 3.4% |
| 30 de septiembre de 2025 | $5.19 | $2.42 | 2.8% |
| 30 de junio de 2025 | $5.09 | $4.59 | 0.50% |
| 31 de marzo de 2025 | $5.28 | $4.90 | 0.38% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HCI | $2.49B | 8.4 | 20.1% | 33.2% | 40.0% | — |
| NP | — | -112.2 | 33.7% | 23.4% | -9.9% | — |
| LMND | $5.40B | -31.8 | 40.2% | -22.4% | -31.2% | — |
| PLMR | $3.57B | 18.8 | 58.2% | 22.5% | 22.0% | — |
| SLDE | $2.42B | 5.8 | 36.5% | 38.4% | 57.4% | — |
| SKWD | $2.07B | 12.6 | 23.2% | 12.0% | 18.9% | — |
| STC | $2.12B | 17.3 | 17.3% | 4.0% | 7.6% | — |
| KMPR | — | — | — | — | — | — |
| SAFT | — | 11.6 | 12.8% | 7.8% | 11.2% | — |
| XZO | $2.20B | 24.5 | 62.0% | 38.1% | 61.4% | 60.4% |
| UFCS | $928M | 8.1 | 10.6% | 8.5% | 13.7% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $901M | $750M | $551M | $500M | $408M | $310M | $242M | $231M | $244M | $264M | $286M | $266M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | $180M | $165M | |
| Interest Expense | · | $2.0K | $150.0K | · | · | · | · | · | · | · | · | · | |
| Pretax Income | $429M | $173M | $118M | $-68M | $11M | $37M | $36M | $27M | $-16M | $47M | $106M | $101M | |
| Income Tax | $109M | $46M | $28M | $-14M | $4M | $9M | $10M | $9M | $-9M | $18M | $40M | $38M | |
| Net Income | $299M | $110M | $79M | $-59M | $2M | $28M | $27M | $18M | $-7M | $29M | $66M | $63M | |
| EPS (Basic) | $24.58 | $10.59 | $9.13 | $-6.24 | $0.23 | $3.55 | $3.32 | $2.34 | $-0.75 | $2.95 | $6.51 | $5.90 | |
| EPS (Diluted) | $22.72 | $8.89 | $7.62 | $-6.24 | $0.21 | $3.49 | $3.31 | $2.34 | $-0.75 | $2.92 | $5.90 | $5.36 | |
| Shares (Basic) | 11,675,000 | 9,997,000 | 8,367,000 | 8,817,000 | 8,092,000 | 7,351,000 | 7,580 | 7,878,000 | · | 9,326,000 | 9,602,000 | 9,888,000 | |
| Shares (Diluted) | 12,878,000 | 12,686,000 | 11,044,000 | 8,817,000 | 8,580,000 | 9,694,000 | 10,238 | 7,895,000 | · | 10,873,000 | 11,355,000 | 11,694,000 | |
| EBITDA | $11M | $4M | $8M | $8M | $2M | $2M | $2M | $1M | $1M | $1M | $5M | $5M |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.21B | $532M | $536M | $235M | $629M | $431M | $229M | $239M | $256M | $281M | $268M | $314M | |
| Short-term Investments | · | · | · | · | · | · | · | $66M | · | · | · | · | |
| PP&E (Net) | $29M | $30M | $29M | $18M | $14M | $13M | $15M | $13M | $12M | $11M | $12M | $12M | |
| PP&E (Gross) | $54M | $50M | $46M | $31M | $25M | $21M | $25M | $23M | $20M | $18M | $17M | $16M | |
| Accum. Depreciation | $25M | $20M | $17M | $13M | $11M | $9M | $11M | $9M | $8M | $7M | $5M | $4M | |
| Intangibles | $3M | $5M | $8M | $11M | $11M | $4M | $4M | $5M | $5M | $5M | · | · | |
| Total Assets | $2.53B | $2.23B | $1.81B | $1.80B | $1.18B | $941M | $803M | $833M | $842M | $670M | $637M | $599M | |
| Deferred Tax | $4M | $3M | $0 | $2M | $12M | $12M | $4M | · | · | · | · | · | |
| Total Liabilities | $1.41B | $1.76B | $1.39B | $1.55B | $762M | $740M | $617M | $651M | $648M | $426M | $399M | $416M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $238M | $139M | $129M | $130M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | · | · | · | $0 | $0 | $0 | |
| Paid-in Capital | $428M | $122M | $90M | $0 | $76M | $0 | · | · | · | $8M | $24M | $20M | |
| Retained Earnings | $612M | $332M | $238M | $172M | $247M | $200M | $183M | $183M | $189M | $233M | $216M | $161M | |
| AOCI | $1M | $-749.0K | $-3M | $-10M | $498.0K | $2M | $2M | $-1M | $5M | $3M | $-2M | $666.0K | |
| Stockholders' Equity | $1.04B | $453M | $325M | $163M | $323M | $201M | $186M | $181M | $194M | $244M | $238M | $183M | |
| Liabilities + Equity | $2.53B | $2.23B | $1.81B | $1.80B | $1.18B | $941M | $803M | $833M | $842M | $670M | $637M | $599M | |
| Shares Outstanding | 12,992,147 | 10,767,184 | 9,738,183 | 8,598,682 | 10,131,399 | 7,785,617 | 7,764,564 | 8,356,730 | 8,762,416 | 9,662,761 | 10,292,256 | 10,189,128 |
Flujo de Efectivo 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $4M | $8M | $8M | $6M | $9M | $2M | $1M | $1M | $1M | $1M | $1M | |
| Stock-based Comp | $11M | $10M | $9M | $15M | $14M | $8M | $6M | $5M | $5M | $4M | $5M | $8M | |
| Deferred Tax | $-2M | $2M | $-1M | $-10M | $1M | $8M | $2M | $141.0K | $-5M | $155.0K | $-361.0K | $-5M | |
| Amort. of Intangibles | $3M | $2M | $3M | $3M | $761.0K | $624.0K | $608.0K | $604.0K | $503.0K | $77.0K | · | · | |
| Other Non-cash | $125M | $205M | $135M | $45M | $78M | $32M | $18M | $5M | $22M | $53M | $-30M | $18M | |
| Operating Cash Flow | $444M | $332M | $231M | $-12.0K | $97M | $77M | $54M | $29M | $17M | $88M | $45M | $89M | |
| CapEx | $4M | $4M | $7M | $6M | $3M | $6M | $3M | $2M | $2M | $865.0K | $840.0K | $453.0K | |
| Investing Cash Flow | $87M | $-260M | $4M | $-435M | $37M | $143M | $50M | $-18M | $-80M | $-49M | · | · | |
| Debt Issued | $17M | $0 | $12M | $172M | $0 | $10M | · | $6M | $144M | $18M | · | · | |
| Net Debt Issued | $17M | $0 | $12M | $172M | $0 | $10M | · | $5M | $143M | $18M | · | · | |
| Stock Issued | $0 | $0 | $85M | $0 | $0 | · | · | · | · | · | · | · | |
| Stock Repurchased | $2M | $1M | $784.0K | $71M | $1M | $2M | $1M | $1M | $31M | $464.0K | $792.0K | $643.0K | |
| Net Stock Activity | $-2M | $-1M | $84M | $-71M | $-1M | $-2M | $-1M | $-1M | $-31M | $-464.0K | $-792.0K | $-643.0K | |
| Dividends Paid | $19M | $17M | $14M | $15M | $14M | $13M | $13M | $11M | $14M | $12M | $12M | $12M | |
| Financing Cash Flow | $146M | $-75M | $67M | $41M | $64M | $-17M | $-115M | $-27M | $39M | $-26M | · | · | |
| Net Change in Cash | $678M | $-4M | $302M | $-394M | $198M | $204M | $-10M | $-17M | $-24M | $13M | $-47M | $21M | |
| Taxes Paid | $104M | $46M | $19M | · | · | · | · | $4M | $12M | $19M | $38M | $44M | |
| Free Cash Flow | $441M | $328M | $224M | $-6M | $93M | $71M | $51M | $26M | $14M | $87M | $44M | $88M | |
| Levered FCF | · | $328M | $224M | · | · | · | · | · | · | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 33.2% | 14.7% | 14.3% | -11.7% | 0.45% | 8.9% | 11.0% | 7.7% | -2.8% | 11.0% | 23.0% | 23.5% | |
| Pretax Margin | 47.6% | 23.1% | 21.4% | -13.7% | 2.8% | 11.9% | 14.9% | 11.6% | -6.4% | 17.7% | 37.1% | 37.9% | |
| EBITDA Margin | 1.2% | 0.57% | 1.5% | 1.6% | 0.54% | 0.60% | 0.64% | 0.59% | 0.51% | 0.48% | 1.8% | 1.9% | |
| ROA | 12.6% | 5.4% | 4.4% | -3.9% | 0.18% | 3.2% | 3.2% | 2.1% | -0.91% | 4.4% | 10.7% | 11.1% | |
| ROE | 40.0% | 28.3% | 32.4% | -24.1% | 0.71% | 14.3% | 14.4% | 9.5% | -3.6% | 11.9% | 28.2% | 34.6% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.3 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.4 | 0.5 | 0.5 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.1% | 36.2% | 10.2% | 22.5% | 31.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 21.7% | 22.5% | 21.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 155.6% | 16.7% | · | · | -94.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 248.5% | 29.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 45.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 171.9% | 39.1% | · | · | -93.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 289.8% | 42.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 61.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.7% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $901M | $750M | $551M | $500M | $408M | $310M | $242M | $231M | $244M | $264M | $286M | $266M | |
| Net Income TTM | $299M | $110M | $79M | $-59M | $2M | $28M | $27M | $18M | $-7M | $29M | $66M | $63M | |
| Market Cap | $2.49B | $1.25B | $851M | $340M | $846M | $407M | $354M | $425M | $262M | $381M | $359M | $441M | |
| P/E | 8.4 | 13.1 | 11.5 | -6.3 | 397.8 | 15.0 | 13.8 | 21.7 | -39.9 | 13.5 | 5.9 | 8.1 | |
| P/S | 2.8 | 1.7 | 1.5 | 0.7 | 2.1 | 1.3 | 1.5 | 1.8 | 1.1 | 1.4 | 1.3 | 1.7 | |
| P/B | 2.4 | 2.8 | 2.6 | 2.1 | 2.6 | 2.0 | 1.9 | 2.3 | 1.4 | 1.6 | 1.5 | 2.4 | |
| P / Tangible Book | 2.4 | 2.8 | 2.7 | 2.2 | 2.7 | 2.1 | · | · | · | · | · | · | |
| P / Cash Flow | 5.6 | 3.8 | 3.7 | -28368.5 | 8.8 | 5.3 | 6.6 | 14.8 | 16.0 | 4.3 | 7.9 | 5.0 | |
| P / FCF | 5.6 | 3.8 | 3.8 | -53.6 | 9.1 | 5.7 | 6.9 | 16.1 | 18.6 | 4.4 | 8.1 | 5.0 | |
| Dividend Yield | 0.77% | 1.3% | 1.6% | 4.5% | 1.7% | 3.1% | 3.7% | 2.7% | 5.3% | 3.3% | 3.5% | 2.8% | |
| Earnings Yield | 11.8% | 7.6% | 8.7% | -15.8% | 0.25% | 6.7% | 7.2% | 4.6% | -2.5% | 7.4% | 16.9% | 12.4% | |
| Payout Ratio | 6.5% | 15.1% | 17.4% | -26.0% | 757.8% | 46.0% | 49.0% | 63.8% | -201.7% | 42.9% | 18.9% | 19.7% | |
| Annual Payout | $19M | $17M | $14M | $15M | $14M | $13M | $13M | $11M | $14M | $12M | $12M | $12M |
Estado de resultados 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 | $247M | $243M | $246M | $216M | $222M | $216M | $162M | $175M | $206M | $207M | $163M | $132M | $127M | $129M | $120M | $127M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | $3M | · | · | · | $3M | |
| Pretax Income | $111M | $115M | $144M | $91M | $94M | $100M | $6M | $14M | $76M | $77M | $54M | $20M | $20M | $23M | $3M | $-64M | |
| Income Tax | $28M | $30M | $36M | $23M | $24M | $26M | $2M | $5M | $19M | $20M | $13M | $4M | $5M | $5M | $92.0K | $-12M | |
| Net Income | $74M | $73M | $98M | $66M | $66M | $70M | $3M | $6M | $54M | $48M | $38M | $13M | $12M | $15M | $2M | $-51M | |
| EPS (Basic) | $5.78 | $5.62 | $7.50 | $5.05 | $5.57 | $6.47 | $0.24 | $0.54 | $5.18 | $4.76 | $4.31 | $1.53 | $1.45 | $1.78 | $0.18 | $-5.66 | |
| EPS (Diluted) | $5.60 | $5.45 | $7.25 | $4.90 | $5.18 | $5.35 | $0.23 | $0.52 | $4.24 | $3.81 | $3.40 | $1.34 | $1.28 | $1.54 | $0.18 | $-5.66 | |
| Shares (Basic) | 12,269,000 | 12,490,000 | -12,222,286 | 12,487,000 | 11,400,000 | 10,286,000 | -10,103,751 | 10,050,000 | 10,041,000 | 9,751 | 8,342,103 | 8,317 | 8,302 | 8,278 | -18,111,000 | 8,427,000 | |
| Shares (Diluted) | 12,658,000 | 12,896,000 | -25,682,000 | 12,892,000 | 12,883,000 | 12,785,000 | -23,139,000 | 10,511,000 | 12,696,000 | 12,618,000 | 11,011,244 | 10,975 | 10,921 | 10,860 | -18,399,000 | 8,427,000 | |
| EBITDA | · | $2M | · | $566.0K | · | $2M | · | · | · | $269.0K | · | · | · | $2M | · | $1M |
Balance general 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $872M | $1.01B | $1.21B | $988M | $947M | $754M | $532M | $519M | $446M | $655M | · | $324M | $294M | $302M | · | $356M | |
| PP&E (Net) | $28M | $28M | $29M | $29M | $30M | $30M | $30M | $29M | $29M | $29M | · | $29M | $27M | $27M | · | $18M | |
| PP&E (Gross) | · | · | $54M | · | · | · | $50M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $25M | · | · | · | $20M | · | · | · | · | · | · | · | · | · | |
| Intangibles | $2M | $2M | $3M | $3M | $4M | $5M | $5M | $6M | $6M | $7M | · | $8M | $7M | $8M | · | $14M | |
| Total Assets | $2.65B | $2.61B | $2.53B | $2.35B | $2.35B | $2.31B | $2.23B | $1.99B | $1.91B | $1.84B | · | $1.72B | $1.73B | $1.77B | · | $2.14B | |
| Deferred Tax | $1M | $0 | $4M | $7M | $2M | $4M | $3M | $5M | $4M | $5M | · | $5M | $3M | $3M | · | $2M | |
| Total Liabilities | $1.47B | $1.43B | $1.41B | $1.49B | $1.57B | $1.76B | $1.76B | $1.52B | $1.46B | $1.44B | · | $1.43B | $1.44B | $1.50B | · | $1.88B | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Paid-in Capital | $341M | $414M | $428M | $301M | $299M | $124M | $122M | $120M | $118M | $117M | · | $2M | $1M | $332.0K | · | $10M | |
| Retained Earnings | $748M | $680M | $612M | $519M | $459M | $397M | $332M | $333M | $332M | $282M | · | $204M | $194M | $185M | · | $175M | |
| AOCI | $-9M | $-5M | $1M | $2M | $1M | $1M | $-749.0K | $2M | $-3M | $-3M | · | $-6M | $-7M | $-5M | · | $-11M | |
| Stockholders' Equity | $1.08B | $1.09B | $1.04B | $822M | $759M | $523M | $453M | $455M | $447M | $396M | · | $200M | $188M | $180M | · | $174M | |
| Liabilities + Equity | $2.65B | $2.61B | $2.53B | $2.35B | $2.35B | $2.31B | $2.23B | $1.99B | $1.91B | $1.84B | · | $1.72B | $1.73B | $1.77B | · | $2.14B | |
| Shares Outstanding | 12,469,972 | 12,900,905 | 12,992,147 | 12,959,362 | 12,956,884 | 10,765,336 | 10,767,184 | 10,479,076 | 10,472,741 | 10,276,463 | · | 8,590,824 | 8,594,764 | 8,596,673 | · | 8,926,845 |
Flujo de Efectivo 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $566.0K | $5M | $2M | $2M | $2M | $-315.0K | $1M | $2M | $2M | $2M | $2M | $4M | $1M | |
| Stock-based Comp | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $4M | $2M | $2M | $2M | $2M | $4M | |
| Deferred Tax | $2M | $423.0K | $-4M | $4M | $-56.0K | $-1M | $-2M | $-465.0K | $-964.0K | $6M | $-6M | $2M | $544.0K | $3M | $-1.0K | $-6M | |
| Amort. of Intangibles | $310.0K | $449.0K | · | · | $638.0K | $641.0K | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $69M | · | · | · | $89M | · | · | · | $127M | · | · | · | $76M | · | · | |
| Operating Cash Flow | $125M | $149M | $111M | $27M | $145M | $162M | $75M | $104M | $-29M | $182M | $153M | $71M | $-93M | $99M | $18M | $-40M | |
| CapEx | $290.0K | $335.0K | $585.0K | $794.0K | $522.0K | $2M | $1M | $952.0K | $1M | $946.0K | $1M | $2M | $1M | $1M | $910.0K | $1M | |
| Investing Cash Flow | $-175M | $-325M | $-36M | $3M | $54M | $66M | $-55M | $-26M | $-175M | $-5M | $-21M | $-34M | $77M | $-18M | $-123M | $49M | |
| Debt Issued | · | · | $0 | · | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | |
| Stock Repurchased | $57M | $18M | $800.0K | $37.0K | $48.0K | $0 | $0 | $0 | $480.0K | $557.0K | $0 | $0 | $479.0K | $305.0K | $3M | $0 | |
| Net Stock Activity | · | $-18M | · | · | · | $-639.0K | · | · | · | $-557.0K | · | · | · | $-305.0K | · | · | |
| Dividends Paid | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $4M | |
| Financing Cash Flow | $-91M | $-20M | $147M | $11M | $-6M | $-6M | $-5M | $-6M | $-6M | $-58M | $81M | $-7M | $8M | $-14M | $-16M | $-13M | |
| Net Change in Cash | $-141M | $-196M | $222M | $41M | $193M | $222M | $14M | $73M | $-210M | $119M | $213M | $30M | $-8M | $67M | $-121M | $-4M | |
| Free Cash Flow | · | $148M | · | · | · | $160M | · | · | · | $181M | · | · | · | $98M | · | · |
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 | 29.9% | 30.2% | · | 30.3% | 29.8% | 32.2% | · | 3.2% | 26.2% | 23.0% | · | 10.0% | 9.8% | 11.9% | · | -40.2% | |
| Pretax Margin | 45.0% | 47.5% | · | 41.9% | 42.5% | 46.4% | · | 8.0% | 36.9% | 37.5% | · | 15.3% | 15.9% | 17.9% | · | -50.2% | |
| EBITDA Margin | · | 0.92% | · | 0.26% | · | 0.93% | · | · | · | 0.13% | · | · | · | 1.7% | · | 1.0% | |
| ROA | 2.9% | 3.0% | · | 3.0% | 3.1% | 3.4% | · | 0.31% | 3.0% | 2.6% | · | 0.68% | 0.83% | 1.0% | · | -3.2% | |
| ROE | 8.0% | 9.1% | · | 10.3% | 11.0% | 15.2% | · | 1.7% | 17.0% | 16.5% | · | 7.0% | 5.8% | 6.1% | · | -21.9% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 11
| 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 | $952M | $927M | · | $817M | $776M | $760M | · | $751M | $707M | $628M | · | $508M | $503M | $502M | · | $492M | |
| Net Income TTM | $279M | $275M | · | $207M | $196M | $177M | · | $121M | $127M | $89M | · | $-10M | $-33M | $-45M | · | $-66M | |
| Market Cap | $2.19B | $1.99B | · | $2.49B | $1.97B | $1.61B | · | $1.12B | $965M | $1.19B | · | $466M | $531M | $461M | · | $350M | |
| P/E | 7.6 | 6.8 | · | 12.3 | 13.5 | 14.4 | · | 8.9 | 7.2 | 11.8 | · | 12.5 | -23.2 | -10.8 | · | -5.9 | |
| P/S | 2.3 | 2.2 | · | 3.0 | 2.5 | 2.1 | · | 1.5 | 1.4 | 1.9 | · | 0.9 | 1.1 | 0.9 | · | 0.7 | |
| P/B | 2.0 | 1.8 | · | 3.0 | 2.6 | 3.1 | · | 2.5 | 2.2 | 3.0 | · | 2.3 | 2.8 | 2.6 | · | 2.0 | |
| P / Tangible Book | 2.0 | 1.8 | · | 3.0 | 2.6 | 3.1 | · | 2.5 | 2.2 | 3.1 | · | 2.4 | 2.9 | 2.7 | · | 2.2 | |
| P / Cash Flow | · | 13.4 | · | · | · | 9.9 | · | · | · | 6.6 | · | · | · | 4.6 | · | · | |
| P / FCF | · | 13.4 | · | · | · | 10.0 | · | · | · | 6.6 | · | · | · | 4.7 | · | · | |
| Earnings Yield | 13.2% | 14.7% | · | 8.2% | 7.4% | 6.9% | · | 11.2% | 13.9% | 8.5% | · | 8.0% | -4.3% | -9.3% | · | -16.8% | |
| Payout Ratio | · | 7.1% | · | · | · | 6.2% | · | · | · | 8.4% | · | · | · | 22.4% | · | · |
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 | $901M | $750M | $551M | $500M | $408M |
| Beneficio neto | $299M | $110M | $79M | $-59M | $2M |
| EPS Diluido | $22.72 | $8.89 | $7.62 | $-6.24 | $0.21 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $441M | $328M | $224M | $-6M | $93M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 306 declarantes · $1.1B 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 |
|---|---|---|---|---|
| 51 (-2 vs trimestre anterior) | 35 (-9 vs trimestre anterior) | 106 (+22 vs trimestre anterior) | 83 (0 vs trimestre anterior) | -691K |
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 |
|---|---|---|---|---|
| Khrom Capital Management LLC | $121 053 762 | 690 749 | 11,06% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $83 717 276 | 477 702 | 7,65% | Acciones |
| STATE STREET CORP | $74 403 965 | 424 559 | 6,80% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $72 858 598 | 415 740 | 6,66% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $65 978 471 | 376 482 | 6,03% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $48 461 006 | 276 525 | 4,43% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $45 161 295 | 257 658 | 4,13% | Acciones |
| Qube Research & Technologies Ltd | $42 257 857 | 241 129 | 3,86% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $41 377 401 | 236 105 | 3,78% | Acciones |
| Freestone Grove Partners LP | $30 766 364 | 175 557 | 2,81% | Acciones |
| FMR LLC | $26 272 954 | 149 917 | 2,40% | Acciones |
| Allspring Global Investments Holdings, LLC | $23 423 098 | 131 119 | 2,14% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $20 910 830 | 119 320 | 1,91% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18 064 945 | 103 081 | 1,65% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $15 743 058 | 89 832 | 1,44% | Acciones |
| GOLDMAN SACHS GROUP INC | $14 218 909 | 81 135 | 1,30% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $12 397 536 | 70 742 | 1,13% | Acciones |
| BANK OF AMERICA CORP /DE/ | $11 842 694 | 67 576 | 1,08% | Acciones |
| Base Wealth Management LLC | $11 448 557 | 65 327 | 1,05% | Acciones |
| PRUDENTIAL FINANCIAL INC | $10 614 367 | 60 567 | 0,97% | Acciones |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $9 859 565 | 56 260 | 0,90% | Acciones |
| NORGES BANK | $8 324 375 | 47 500 | 0,76% | Acciones |
| PEAK6 LLC | $8 184 175 | 46 700 | 0,75% | Opción de compra |
| Bank of New York Mellon Corp | $8 170 330 | 46 621 | 0,75% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7 218 899 | 41 192 | 0,66% | Acciones |
| Phase 2 Partners, LLC | $7 139 210 | 61 265 | 0,65% | Acciones |
| ASSETMARK, INC | $6 845 005 | 39 059 | 0,63% | Acciones |
| EVERGREEN CAPITAL MANAGEMENT LLC | $6 389 615 | 36 460 | 0,58% | Acciones |
| Public Sector Pension Investment Board | $6 352 812 | 36 250 | 0,58% | Acciones |
| Trexquant Investment LP | $6 154 079 | 35 116 | 0,56% | Acciones |
| JANE STREET GROUP, LLC | $6 038 064 | 34 454 | 0,55% | Acciones |
| BERNZOTT CAPITAL ADVISORS | $5 731 164 | 37 655 | 0,52% | Acciones |
| BlackRock, Inc. | $5 712 624 | 32 597 | 0,52% | Acciones |
| XTX Topco Ltd | $5 340 043 | 30 471 | 0,49% | Acciones |
| Moran Wealth Management, LLC | $5 269 417 | 30 068 | 0,48% | Acciones |
| West Coast Financial LLC | $5 203 618 | 34 870 | 0,48% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $5 080 673 | 28 991 | 0,46% | Acciones |
| RHUMBLINE ADVISERS | $4 536 155 | 25 884 | 0,41% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $4 158 507 | 23 729 | 0,38% | Acciones |
| Swiss National Bank | $4 118 375 | 23 500 | 0,38% | Acciones |
| CITADEL ADVISORS LLC | $4 038 461 | 23 044 | 0,37% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 990 612 | 22 771 | 0,36% | Acciones |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3 960 650 | 22 600 | 0,36% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $3 784 874 | 21 597 | 0,35% | Acciones |
| Odyssean, LLC | $3 247 032 | 18 528 | 0,30% | Acciones |
| ROYCE & ASSOCIATES LP | $3 012 548 | 17 190 | 0,28% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 988 714 | 17 054 | 0,27% | Acciones |
| ExodusPoint Capital Management, LP | $2 870 770 | 16 381 | 0,26% | Acciones |
| Legal & General Group Plc | $2 850 616 | 16 266 | 0,26% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $2 574 948 | 14 693 | 0,24% | Acciones |
| Cutler Capital Management, LLC | $2 569 547 | 14 662 | 0,23% | Acciones |
| UBS Group AG | $2 475 406 | 14 125 | 0,23% | Acciones |
| CITIGROUP INC | $2 445 964 | 13 957 | 0,22% | Acciones |
| CITADEL ADVISORS LLC | $2 418 450 | 13 800 | 0,22% | Opción de compra |
| MERCER GLOBAL ADVISORS INC /ADV | $2 334 155 | 13 319 | 0,21% | Acciones |
| Atom Investors LP | $2 322 413 | 13 252 | 0,21% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $2 280 003 | 13 010 | 0,21% | Acciones |
| JANUS HENDERSON GROUP PLC | $2 258 079 | 14 605 | 0,21% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 243 200 | 12 800 | 0,20% | Opción de compra |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 185 567 | 14 136 | 0,20% | Acciones |
| Point72 Asset Management, L.P. | $2 119 999 | 12 097 | 0,19% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2 103 000 | 12 000 | 0,19% | Acciones |
| DEUTSCHE BANK AG\ | $2 087 228 | 11 910 | 0,19% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 085 149 | 11 898 | 0,19% | Acciones |
| Jefferies Financial Group Inc. | $2 082 671 | 11 884 | 0,19% | Acciones |
| Quantbot Technologies LP | $2 036 756 | 11 622 | 0,19% | Acciones |
| LPL Financial LLC | $2 013 745 | 11 491 | 0,18% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 010 394 | 13 003 | 0,18% | Acciones |
| BALDWIN WEALTH PARTNERS LLC/MA | $1 986 809 | 11 337 | 0,18% | Acciones |
| FIRST TRUST ADVISORS LP | $1 957 717 | 11 171 | 0,18% | Acciones |
| Nicholas Investment Partners, LP | $1 927 750 | 11 000 | 0,18% | Acciones |
| Ridgewood Investments LLC | $1 846 008 | 10 534 | 0,17% | Acciones |
| JANE STREET GROUP, LLC | $1 822 600 | 10 400 | 0,17% | Opción de compra |
| VICTORY CAPITAL MANAGEMENT INC | $1 797 189 | 10 255 | 0,16% | Acciones |
| D. E. Shaw & Co., Inc. | $1 752 500 | 10 000 | 0,16% | Opción de compra |
| Man Group plc | $1 710 966 | 9 763 | 0,16% | Acciones |
| Horizon Investments, LLC | $1 693 266 | 9 662 | 0,15% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 655 587 | 9 447 | 0,15% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 631 928 | 9 312 | 0,15% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 610 196 | 8 400 | 0,15% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 583 559 | 9 036 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 530 458 | 8 733 | 0,14% | Acciones |
| Integrated Quantitative Investments LLC | $1 466 492 | 8 368 | 0,13% | Acciones |
| CREDIT AGRICOLE S A | $1 454 049 | 8 297 | 0,13% | Acciones |
| IEQ CAPITAL, LLC | $1 440 210 | 8 218 | 0,13% | Acciones |
| Robeco Institutional Asset Management B.V. | $1 402 000 | 8 000 | 0,13% | Acciones |
| FJ Capital Management LLC | $1 364 672 | 7 787 | 0,12% | Acciones |
| OSAIC HOLDINGS, INC. | $1 351 539 | 7 710 | 0,12% | Acciones |
| Wakefield Asset Management LLLP | $1 347 498 | 7 689 | 0,12% | Acciones |
| Engineers Gate Manager LP | $1 336 281 | 7 625 | 0,12% | Acciones |
| Walleye Capital LLC | $1 317 004 | 7 515 | 0,12% | Acciones |
| Quantinno Capital Management LP | $1 252 532 | 7 147 | 0,11% | Acciones |
| HANCOCK WHITNEY CORP | $1 244 275 | 7 100 | 0,11% | Acciones |
| Global Financial Private Client, LLC | $1 219 039 | 6 956 | 0,11% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $1 217 111 | 6 945 | 0,11% | Acciones |
| Mariner, LLC | $1 207 677 | 6 890 | 0,11% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $1 204 318 | 6 872 | 0,11% | Acciones |
| MetLife Investment Management, LLC | $1 151 568 | 6 571 | 0,11% | Acciones |
| SIERRA SUMMIT ADVISORS LLC | $1 122 652 | 6 406 | 0,10% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $1 113 438 | 6 170 | 0,10% | Acciones |
Informantes de la empresa 21 insiders · 8 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Paresh Patel | Chief Executive Officer | 23 de febrero de 2026 M | 89 500 | 0 | 0 | $0 |
| Francis Xavier Mccahill III | President and CEO | 24 de junio de 2011 M | 40 000 | 0 | 0 | $0 |
| James Mark Harmsworth | Chief Financial Officer | 22 de mayo de 2026 F | 0 | 0 | 0 | $0 |
| Richard R Allen | Chief Financial Officer | 8 de mayo de 2017 F | 0 | 0 | 0 | $0 |
| Anthony Saravanos | Division President | 22 de mayo de 2026 F | 0 | 0 | 0 | $0 |
| Scott R Wallace | Division President | 31 de mayo de 2015 J | 420 | 0 | 0 | $0 |
| Karin Sue Coleman | Chief Operating Officer | 22 de mayo de 2026 F | 0 | 0 | 0 | $0 |
| Andrew L. Graham | General Counsel | 22 de mayo de 2026 F | 0 | 0 | 0 | $0 |
| Peter Politis | Consejero | 11 de junio de 2026 A | 750 | 0 | 0 | $0 |
| Susan Watts | Consejero | 11 de junio de 2026 A | 750 | 0 | 0 | $0 |
| Robert Wayne Burks | Consejero | 11 de junio de 2026 A | 750 | 0 | 0 | $0 |
| Sanjay Madhu | Consejero | 11 de junio de 2026 A | 750 | 0 | 0 | $0 |
| Gregory Politis | Consejero | 11 de junio de 2026 A | 750 | 0 | 0 | $0 |
| Lauren L Valiente | Consejero | 12 de junio de 2024 A | 750 | 0 | 0 | $0 |
| Loreen M Spencer | Consejero | 4 de junio de 2020 A | 524 | 0 | 0 | $0 |
| James J Macchiarola | Consejero | 4 de junio de 2020 A | 524 | 0 | 0 | $0 |
| Harish M Patel | Consejero | 4 de junio de 2020 A | 524 | 0 | 0 | $0 |
| George Apostolou | Consejero | 4 de junio de 2020 A | 524 | 0 | 0 | $0 |
| Martin A Traber | Consejero | 24 de mayo de 2018 J | 6 000 | 0 | 0 | $0 |
| Krishna Persaud | Consejero | 4 de abril de 2011 D | 0 | 0 | 0 | $0 |
| Garth A. Vernon | Consejero | 21 de agosto de 2008 A | — | 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 |
|---|---|---|---|---|---|
| Paresh Patel ×12 presentaciones | 16 de junio de 2025 | 12,06% | Enmienda | — | SEC |
| CB SNOWBIRD HOLDINGS, L.P., CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX, L.P., CENTERBRIDGE SPECIAL CREDIT PARTNERS GENERAL PARTNER III, L.P., CSCP III CAYMAN GP LTD., JEFFREY H. ARONSON ×3 presentaciones | 15 de marzo de 2024 | — | Presentación inicial | — | SEC |
| Farnam Street Partners, L.P., FS Special Opportunities I, L.P., FS Special Opportunities II, L.P., Farnam Street Capital, Inc., Raymond E. Cabillot, Peter O. Haeg ×2 presentaciones | 11 de abril 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 65 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 |
|---|---|---|---|---|
| JSMD · Janus Detroit Street Trust | 0,25% | 15 649 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,24% | 1 504 NS | 31 de mayo de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,21% | 2 942 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,19% | 325 181 NS | 31 de mayo de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,18% | 3 223 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,14% | 9 023 NS | 31 de mayo de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,12% | 89 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,12% | 21 433 NS | 31 de mayo de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,11% | 7 409 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,11% | 178 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,11% | 16 356 NS | 30 de abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,09% | 321 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 3 885 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,07% | 128 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 45 751 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 508 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 51 593 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 883 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 397 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 21 776 NS | 30 de abril de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,02% | 385 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 692 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,02% | 916 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 3 039 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 406 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 10 122 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 30 918 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1 419 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2 019 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 410 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 10 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 6 153 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 3 441 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 3 479 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 5 969 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 |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | — | — | 30 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IJR · iShares Trust | — | — | 3 de agosto de 2026 | Diario |
| IJT · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| ITOT · iShares Trust | — | — | 22 de julio de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IAK · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| XJR · iShares Trust | — | — | 18 de agosto de 2026 | Diario |