HCKT The Hackett Group, Inc. - Common Stock
$10,75
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$9–$21
13% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$17
+55% upside
P/E (TTM)
43.4
ROE
13.8%
Margen de Beneficio Neto
4.2%
HCKT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$10.75
Capitalización Bursátil
—
P/E (TTM)
43.4
BPA (TTM)
$0.46
Ingresos (TTM)
$306M
Rendimiento div.
—
ROE
13.8%
Deuda/Capital
1.1
Rango 52S
$9 – $21
HCKT 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
$306M
2016-12-30
→
2025-12-26
BPA
$0.46
2016-12-30
→
2025-12-26
Flujo de caja libre
$32M
2016-12-30
→
2025-12-26
Márgenes
4.2%
2022-12-30
→
2023-12-29
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
HCKT
Mediana de Pares
P/E (TTM)
43.4
20.0
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
HCKT
Mediana de Pares
Operating Margin (Margen Operativo)
7.7%
—
Net Profit Margin (Margen de Beneficio Neto)
4.2%
2.5%
ROA
6.5%
2.6%
ROE
13.8%
5.4%
ROIC
9.7%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
HCKT
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
1.1
108.5
Current Ratio (Ratio corriente)
1.7
2.1
Quick Ratio (Ratio Rápido)
0.4
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
HCKT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-2.6%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
1.3%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
5.0%
—
EPS YoY (EPS interanual)
-56.2%
—
Net Income YoY (Beneficio Neto interanual)
-56.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
HCKT
Mediana de Pares
Payout Ratio (Ratio de Pago)
99.7%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
99.7%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 22 de junio de 2026 | $0,1200 |
| 20 de marzo de 2026 | $0,1200 |
| 23 de diciembre de 2025 | $0,1200 |
| 19 de septiembre de 2025 | $0,1200 |
| 20 de junio de 2025 | $0,1200 |
| 21 de marzo de 2025 | $0,1200 |
| 20 de diciembre de 2024 | $0,1100 |
| 20 de septiembre de 2024 | $0,1100 |
| 21 de junio de 2024 | $0,1100 |
| 21 de marzo de 2024 | $0,1100 |
| 21 de diciembre de 2023 | $0,1100 |
| 21 de septiembre de 2023 | $0,1100 |
| 22 de junio de 2023 | $0,1100 |
| 23 de marzo de 2023 | $0,1100 |
| 22 de diciembre de 2022 | $0,1100 |
| 22 de septiembre de 2022 | $0,1100 |
| 23 de junio de 2022 | $0,1100 |
| 24 de marzo de 2022 | $0,1100 |
| 16 de diciembre de 2021 | $0,1000 |
| 23 de septiembre de 2021 | $0,1000 |
HCKT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 3 33,3%
- Compra 5 55,6%
- Mantener 1 11,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-16
Mediana
$16.00
Media
$16.67
← Por Debajo de Todos los Objetivos
$10.75
Mín
$15.00
Máx
$19.00
Objetivo mediano
$16.00
+48,8%
Objetivo medio
$16.67
+55,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.00%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.34 | $0.34 | -0.00% |
| 31 de marzo de 2026 | $0.34 | $0.35 | -0.01% |
| 31 de diciembre de 2025 | $0.40 | $0.39 | 0.01% |
| 30 de septiembre de 2025 | $0.37 | $0.37 | -0.00% |
| 30 de junio de 2025 | $0.38 | $0.38 | -0.00% |
| 31 de marzo de 2025 | $0.41 | $0.41 | 0.00% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HCKT | — | 43.4 | -2.6% | 4.2% | 13.8% | — |
| EFOR | — | — | — | — | — | — |
| GDYN | — | 82.1 | 17.5% | — | — | — |
| TSSI | $195M | 12.6 | 65.9% | 6.2% | 35.1% | 13.2% |
| III | $276M | 30.4 | -1.2% | 3.8% | 9.9% | — |
| UIS | — | -0.6 | -2.9% | -17.4% | 120.1% | 28.2% |
| BNAI | — | — | — | — | — | — |
| CSPI | $114M | -1155.0 | 6.4% | -0.15% | -0.20% | 31.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $306M | $314M | $297M | $294M | $279M | $239M | $282M | $286M | $277M | $280M | $261M | $237M | |
| Cost of Revenue | $188M | $191M | $180M | $178M | $173M | $166M | $186M | $186M | $183M | $186M | $173M | $162M | |
| Gross Profit | · | · | $84M | $89M | $84M | $52M | · | · | · | · | · | · | |
| SG&A Expense | $91M | $79M | $66M | $61M | $59M | $54M | $62M | $64M | $63M | $60M | $66M | $61M | |
| Operating Expenses | $282M | $269M | $247M | $238M | $232M | $231M | $251M | $252M | $248M | $246M | $239M | $224M | |
| Operating Income | $24M | $45M | $49M | $55M | $46M | $9M | $31M | $34M | $29M | $34M | $22M | $13M | |
| Interest Expense | $2M | $2M | $3M | $144.0K | $95.0K | $126.0K | $311.0K | $638.0K | $584.0K | $387.0K | $409.0K | $626.0K | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $3.0K | $6.0K | |
| Pretax Income | $22M | $43M | $46M | $55M | $46M | $9M | $31M | $33M | $28M | $33M | $22M | $12M | |
| Income Tax | $9M | $13M | $12M | $14M | $5M | $3M | $8M | $6M | $3M | $12M | $8M | $2M | |
| Net Income | $13M | $30M | $34M | $41M | $42M | $5M | $23M | $24M | $27M | $22M | $14M | $10M | |
| EPS (Basic) | $0.47 | $1.08 | $1.26 | $1.30 | $1.38 | $0.18 | $0.78 | $0.81 | $0.95 | $0.74 | $0.47 | $0.34 | |
| EPS (Diluted) | $0.46 | $1.05 | $1.24 | $1.28 | $1.26 | $0.17 | $0.72 | $0.74 | $0.85 | $0.66 | $0.43 | $0.33 | |
| Shares (Basic) | 27,305,000 | 27,560,000 | 27,170,000 | 31,400,000 | 30,021,000 | 29,988,000 | 29,805,000 | 29,379,000 | 28,852,251 | 29,082,253 | 29,620,361 | 28,718,263 | |
| Shares (Diluted) | 27,907,000 | 28,091,000 | 27,637,000 | 31,962,000 | 32,883,000 | 32,405,000 | 32,453,000 | 32,330,000 | 32,196,132 | 32,815,391 | 31,967,628 | 29,881,002 | |
| EBITDA | $29M | $49M | $53M | $59M | · | $9M | $31M | $34M | $31M | $35M | $22M | $13M |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $18M | $16M | $21M | $30M | $46M | $49M | $26M | $14M | $18M | $20M | $24M | $15M | |
| Receivables | · | · | · | · | · | $33M | $50M | $55M | $52M | $47M | · | · | |
| Prepaid Expense | $6M | $3M | $2M | $3M | $6M | $3M | $3M | $4M | $3M | $2M | $2M | $2M | |
| Current Assets | $84M | $76M | $75M | $81M | $102M | $85M | $79M | $73M | $75M | $69M | $67M | $54M | |
| PP&E (Net) | $24M | $20M | $20M | $19M | $18M | $18M | $20M | $20M | $19M | $15M | $14M | $14M | |
| PP&E (Gross) | $47M | $40M | $36M | $34M | $48M | $44M | $42M | $39M | $41M | $34M | $31M | $29M | |
| Accum. Depreciation | $23M | $19M | $16M | $15M | $30M | $26M | $22M | $20M | $22M | $20M | $17M | $15M | |
| Goodwill | $91M | $90M | $84M | $84M | $85M | $85M | $85M | $84M | $85M | $72M | $75M | $75M | |
| Intangibles | $3M | $2M | · | · | $159.0K | $1M | $2M | $3M | $6M | $3M | $4M | $6M | |
| Other Non-current Assets | $358.0K | $350.0K | $285.0K | $268.0K | $620.0K | $2M | $3M | $4M | $6M | $3M | · | · | |
| Total Assets | $206M | $193M | $181M | $185M | $208M | $193M | $194M | $181M | $185M | $159M | $160M | $150M | |
| Accounts Payable | $6M | $7M | $8M | $9M | $8M | $6M | $8M | $7M | $8M | $9M | $8M | $8M | |
| Current Liabilities | $49M | $53M | $50M | $60M | $55M | $43M | $44M | $44M | $51M | $56M | $50M | $38M | |
| Capital Leases | $1M | $2M | $631.0K | $584.0K | $1M | $4M | $5M | · | · | · | · | · | |
| Deferred Tax | $13M | $10M | $8M | $7M | $7M | $6M | $7M | $6M | $6M | $10M | $8M | $3M | |
| Total Liabilities | $138M | $78M | $91M | $127M | $64M | $52M | $56M | $57M | $78M | $73M | $58M | $60M | |
| Long-term Debt | · | · | · | · | · | · | · | $6M | $19M | $7M | · | $18M | |
| Total Debt | $76M | $13M | $33M | $60M | · | · | · | · | · | · | · | · | |
| Common Stock | $62.0K | $61.0K | $61.0K | $60.0K | $60.0K | $58.0K | $58.0K | $57.0K | $56.0K | $55.0K | $54.0K | $53.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $277M | $273M | $265M | |
| Retained Earnings | $78M | $78M | $61M | $39M | $11M | $-17M | $-14M | $-25M | $-39M | $-57M | $-70M | $-78M | |
| Treasury Stock | $350M | $281M | $275M | $274M | $157M | $144M | $142M | $137M | $134M | $123M | $93M | $91M | |
| AOCI | $-13M | $-14M | $-13M | $-15M | $-10M | $-10M | $-11M | $-11M | $-9M | $-12M | $-8M | $-6M | |
| Stockholders' Equity | $68M | $116M | $90M | $58M | $144M | $141M | $138M | $124M | $107M | $86M | $102M | $90M | |
| Liabilities + Equity | $206M | $193M | $181M | $185M | $208M | $193M | $194M | $181M | $185M | $159M | $160M | $150M |
Flujo de Efectivo 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5M | $4M | $3M | $3M | $4M | $4M | · | · | · | · | · | · | |
| Stock-based Comp | $11M | $12M | $11M | $10M | $10M | $10M | $8M | $9M | $10M | $9M | $10M | $6M | |
| Deferred Tax | $2M | $-346.0K | $1M | $-480.0K | $1M | $-1M | $999.0K | $223.0K | $-2M | $2M | $5M | $2M | |
| Amort. of Intangibles | $996.0K | $148.0K | · | $154.0K | $1M | $977.0K | $1M | $2M | $2M | $1M | $2M | $2M | |
| Restructuring | · | · | · | $300.0K | · | $7M | $3M | · | $1M | · | · | $4M | |
| Other Non-cash | $9M | $3M | $-12M | $5M | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $40M | $48M | $37M | $59M | $46M | $44M | $42M | $32M | $27M | $33M | $36M | $19M | |
| CapEx | $8M | $4M | $4M | $5M | $3M | $2M | $5M | $10M | $7M | $3M | $3M | $3M | |
| Investing Cash Flow | $-9M | $-11M | $-4M | $-5M | $-3M | $-2M | $-6M | $-10M | $-18M | $-3M | · | $-5M | |
| Net Debt Issued | $-10M | $-20M | $-32M | · | · | · | $-8M | $-18M | $-14M | $-23M | $-21M | $-11M | |
| Stock Issued | · | · | $937.0K | $876.0K | $755.0K | $751.0K | $806.0K | $778.0K | $1M | $984.0K | $945.0K | · | |
| Stock Repurchased | $69M | $6M | $734.0K | $117M | $13M | $2M | $8M | $5M | $16M | $34M | $4M | $14M | |
| Net Stock Activity | $-69M | $-6M | $203.0K | $-116M | · | $-4M | $-7M | $-4M | $-15M | $-34M | $-4M | $-11M | |
| Dividends Paid | $13M | $12M | $12M | $10M | $13M | $15M | $11M | $10M | $9M | $7M | $3M | $4M | |
| Financing Cash Flow | $-30M | $-42M | $-43M | $-70M | $-47M | $-19M | $-25M | $-27M | $-11M | $-33M | · | $-15M | |
| Net Change in Cash | $2M | $-5M | $-9M | $-16M | $-4M | $24M | $12M | $-4M | $-2M | $-4M | $9M | $-4M | |
| Taxes Paid | $13M | $12M | $13M | $5M | $9M | $5M | $6M | $8M | $4M | $9M | $268.0K | $893.0K | |
| Free Cash Flow | $32M | $44M | $33M | $54M | · | $42M | $38M | $23M | $20M | $30M | $33M | $13M | |
| Levered FCF | $31M | $43M | $31M | $54M | · | $42M | $38M | $22M | $19M | $29M | $33M | $12M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | 28.4% | 30.5% | · | · | · | · | · | · | · | · | |
| Operating Margin | 7.7% | 14.2% | 16.6% | 18.8% | · | 3.6% | 11.1% | 11.7% | 10.8% | 12.0% | 8.4% | 5.3% | |
| Net Margin | 4.2% | 9.4% | 11.5% | 13.9% | · | 2.3% | 8.2% | 8.4% | 9.6% | 7.5% | 5.3% | 4.1% | |
| Pretax Margin | 7.1% | 13.7% | 15.5% | 18.8% | · | 3.6% | 11.0% | 11.5% | 10.6% | 11.8% | 8.2% | 5.1% | |
| EBITDA Margin | 9.4% | 15.5% | 17.8% | 20.0% | · | 3.6% | 11.1% | 11.7% | 10.8% | 12.0% | 8.4% | 5.3% | |
| ROA | 6.5% | 15.9% | 18.6% | 20.8% | · | 2.8% | 12.4% | 13.1% | 15.9% | 13.5% | 8.9% | 6.4% | |
| ROE | 13.8% | 26.2% | 40.0% | 36.7% | · | 3.9% | 16.9% | 19.0% | 28.3% | 22.9% | 14.4% | 10.6% | |
| ROIC | 9.7% | 23.9% | 29.8% | 34.7% | · | 4.1% | 17.1% | 22.6% | 26.0% | 25.2% | 13.8% | 11.4% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.4 | 1.5 | 1.4 | · | 2.0 | 1.8 | 1.7 | 1.5 | 1.2 | 1.3 | 1.5 | |
| Quick Ratio | 0.4 | 0.3 | 0.4 | 0.5 | · | 1.9 | 1.7 | 1.6 | 1.4 | 0.4 | 0.5 | 0.4 | |
| Debt / Equity | 1.1 | 0.1 | 0.4 | 1.0 | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 1.1 | 0.1 | 0.4 | 1.0 | · | · | · | · | · | · | · | · | |
| Interest Coverage | 13.7 | 28.0 | 15.2 | 383.7 | · | 68.6 | 100.8 | 52.6 | 52.8 | 89.3 | 53.2 | 20.1 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.7 | 1.6 | 1.5 | · | 1.2 | 1.5 | 1.6 | 1.7 | 1.8 | 1.7 | 1.6 | |
| Receivables Turnover | · | · | · | · | · | 5.8 | 5.4 | 5.3 | 5.6 | · | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -2.6% | 5.8% | 0.97% | 5.4% | 16.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.3% | 4.0% | 7.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -56.2% | -15.3% | -3.1% | 1.6% | 641.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -28.9% | -5.9% | 93.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 22.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -56.3% | -13.2% | -16.3% | -1.8% | 659.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -31.8% | -10.7% | 84.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -2.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $306M | $314M | $297M | $294M | $279M | $239M | $282M | $286M | $277M | $280M | $261M | $237M | |
| Net Income TTM | $13M | $30M | $34M | $41M | $42M | $5M | $23M | $24M | $27M | $22M | $14M | $10M | |
| P/E | 43.4 | 29.4 | 18.4 | 15.9 | 16.3 | 84.6 | 22.1 | 21.5 | 18.5 | 26.8 | 37.4 | 26.4 | |
| Earnings Yield | 2.3% | 3.4% | 5.5% | 6.3% | 6.1% | 1.2% | 4.5% | 4.7% | 5.4% | 3.7% | 2.7% | 3.8% | |
| Payout Ratio | 99.7% | 40.9% | 35.1% | 25.6% | · | 272.9% | 48.1% | 42.0% | 31.7% | 33.2% | 22.2% | 36.1% | |
| Annual Payout | $13M | $12M | $12M | $10M | $13M | $15M | $11M | $10M | $9M | $7M | $3M | $4M |
Estado de resultados 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $69M | $69M | $76M | $73M | $79M | $78M | $79M | $80M | $78M | $77M | $72M | $76M | $77M | $71M | $70M | $72M | |
| Cost of Revenue | $42M | $39M | $44M | $43M | $51M | $50M | $48M | $48M | $47M | $47M | $43M | $46M | $47M | $45M | $41M | $44M | |
| Gross Profit | · | · | · | · | · | · | · | $23M | $21M | $20M | · | $22M | $22M | $19M | · | $21M | |
| SG&A Expense | $20M | $18M | $23M | $21M | $23M | $23M | $24M | $19M | $18M | $18M | $17M | $16M | $17M | $15M | $16M | $15M | |
| Operating Expenses | $62M | $60M | $67M | $68M | $74M | $73M | $71M | $67M | $65M | $66M | $61M | $62M | $64M | $60M | $56M | $58M | |
| Operating Income | $8M | $9M | $9M | $5M | $5M | $4M | $8M | $13M | $13M | $12M | $11M | $14M | $13M | $11M | $14M | $14M | |
| Interest Expense | $1M | $1M | $710.0K | $438.0K | $366.0K | $202.0K | $242.0K | $368.0K | $512.0K | $472.0K | $641.0K | $814.0K | $921.0K | $859.0K | $74.0K | $14.0K | |
| Pretax Income | $7M | $8M | $8M | $5M | $4M | $4M | $8M | $12M | $12M | $11M | $11M | $13M | $12M | $10M | $14M | $14M | |
| Income Tax | $2M | $4M | $3M | $2M | $3M | $1M | $4M | $4M | $3M | $2M | $3M | $4M | $3M | $2M | $4M | $4M | |
| Net Income | $4M | $4M | $6M | $3M | $2M | $3M | $4M | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $10M | $10M | |
| EPS (Basic) | $0.18 | $0.17 | $0.21 | $0.09 | $0.06 | $0.11 | $0.13 | $0.31 | $0.32 | $0.32 | $0.29 | $0.35 | $0.32 | $0.30 | $0.32 | $0.33 | |
| EPS (Diluted) | $0.18 | $0.17 | $0.21 | $0.09 | $0.06 | $0.11 | $0.12 | $0.31 | $0.31 | $0.32 | $0.28 | $0.34 | $0.32 | $0.30 | $0.31 | $0.32 | |
| Shares (Basic) | 25,064,000 | 25,166,000 | -55,172,000 | 27,288,000 | 27,602,000 | 27,587,000 | -55,123,000 | 27,645,000 | 27,616,000 | 27,422,000 | -54,268,000 | 27,220,000 | 27,192,000 | 27,026,000 | -196,000 | 31,686,000 | |
| Shares (Diluted) | 25,166,000 | 25,258,000 | -56,575,000 | 27,615,000 | 28,482,000 | 28,385,000 | -55,670,000 | 28,142,000 | 27,943,000 | 27,676,000 | -54,998,000 | 27,818,000 | 27,548,000 | 27,269,000 | -162,000 | 32,309,000 | |
| EBITDA | $8M | $9M | · | $5M | $5M | $4M | · | $13M | $13M | $12M | · | $15M | $14M | $12M | · | $15M |
Balance general 22
| 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 | $14M | $6M | $18M | $14M | $10M | $9M | $16M | $10M | $19M | $13M | · | $10M | $16M | $17M | · | $67M | |
| Prepaid Expense | $8M | $5M | $6M | $9M | $7M | $3M | $3M | $4M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Current Assets | $85M | $82M | $84M | $80M | $80M | $75M | $76M | $75M | $80M | $74M | · | $75M | $77M | $72M | · | $122M | |
| PP&E (Net) | $27M | $25M | $24M | · | $22M | $21M | $20M | $20M | $20M | $20M | · | $20M | $20M | $20M | · | $19M | |
| PP&E (Gross) | · | · | $47M | · | · | · | $40M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $23M | · | · | · | $19M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $90M | $90M | $91M | $91M | $91M | $90M | $90M | $89M | $84M | $84M | · | $84M | $84M | $84M | · | $82M | |
| Intangibles | $3M | $3M | $3M | $4M | $4M | $2M | $2M | $3M | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $358.0K | $356.0K | $358.0K | $369.0K | $368.0K | $367.0K | $350.0K | $367.0K | $375.0K | $283.0K | · | $282.0K | $285.0K | $268.0K | · | $263.0K | |
| Total Assets | $209M | $204M | $206M | $201M | $201M | $192M | $193M | $191M | $188M | $179M | · | $181M | $183M | $178M | · | $225M | |
| Accounts Payable | $5M | $5M | $6M | $5M | $5M | $5M | $7M | $5M | $4M | $6M | · | $5M | $5M | $7M | · | $5M | |
| Current Liabilities | $44M | $43M | $49M | $43M | $47M | $47M | $53M | $49M | $47M | $44M | · | $47M | $47M | $46M | · | $52M | |
| Capital Leases | $881.0K | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $678.0K | · | $757.0K | $1M | $1M | · | $961.0K | |
| Deferred Tax | $15M | $15M | $13M | $11M | $9M | $10M | $10M | $9M | $10M | $10M | · | $9M | $9M | $9M | · | $8M | |
| Total Liabilities | $140M | $138M | $138M | $99M | $81M | $77M | $78M | $80M | $85M | $86M | · | $100M | $110M | $114M | · | $61M | |
| Total Debt | $81M | $79M | · | $44M | $23M | $18M | · | $20M | $27M | $31M | · | $44M | $53M | $58M | · | · | |
| Common Stock | $62.0K | $62.0K | $62.0K | $62.0K | $61.0K | $61.0K | $61.0K | $61.0K | $61.0K | $61.0K | · | $61.0K | $61.0K | $60.0K | · | $60.0K | |
| Retained Earnings | $81M | $80M | $78M | $76M | $76M | $78M | $78M | $78M | $72M | $67M | · | $56M | $50M | $44M | · | $32M | |
| Treasury Stock | $357M | $353M | $350M | $309M | $292M | $287M | $281M | $277M | $276M | $276M | · | $275M | $275M | $275M | · | $158M | |
| AOCI | $-14M | $-14M | $-13M | $-13M | $-11M | $-13M | $-14M | $-12M | $-14M | $-14M | · | $-15M | $-14M | $-14M | · | $-16M | |
| Stockholders' Equity | $68M | $66M | $68M | $102M | $120M | $114M | $116M | $111M | $102M | $93M | $90M | $81M | $73M | $63M | $58M | $164M | |
| Liabilities + Equity | $209M | $204M | $206M | $201M | $201M | $192M | $193M | $191M | $188M | $179M | · | $181M | $183M | $178M | · | $225M |
Flujo de Efectivo 18
| 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 | · | · | · | · | · | · | · | · | · | · | $893.0K | $892.0K | $806.0K | $830.0K | $814.0K | $838.0K | |
| Stock-based Comp | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $3M | |
| Deferred Tax | $-238.0K | $2M | $-143.0K | $2M | $-1M | $2M | $-805.0K | $-1M | $-510.0K | $2M | $-252.0K | $-773.0K | $429.0K | $2M | $-840.0K | $-704.0K | |
| Amort. of Intangibles | $299.0K | $315.0K | $309.0K | $311.0K | $231.0K | $145.0K | · | $0 | · | · | · | · | · | · | $0 | $0 | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-297.0K | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | · | · | $-16M | · | · | |
| Operating Cash Flow | $15M | $-5M | $19M | $11M | $6M | $4M | $21M | $11M | $14M | $3M | $26M | $7M | $8M | $-3M | $25M | $10M | |
| CapEx | $3M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $884.0K | $948.0K | $898.0K | $1M | $1M | $1M | $1M | $896.0K | |
| Investing Cash Flow | $-3M | $-2M | $-2M | $-2M | $-3M | $-2M | $-1M | $-8M | $-884.0K | $-948.0K | $-898.0K | $-1M | $-1M | $-1M | $-1M | $-896.0K | |
| Net Debt Issued | · | $-2M | · | · | · | · | · | · | · | $-2M | · | · | · | · | · | · | |
| Stock Repurchased | $4M | $3M | $41M | $17M | $4M | $6M | $4M | $2M | $0 | $1M | $0 | $-4M | $-4M | $711.0K | $113M | $69.0K | |
| Net Stock Activity | · | $-3M | · | · | · | $-6M | · | · | · | $-1M | · | · | · | $-4M | · | · | |
| Dividends Paid | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-4M | $-5M | $-13M | $-5M | $-2M | $-10M | $-13M | $-12M | $-7M | $-10M | $-14M | $-12M | $-8M | $-9M | $-60M | $-4M | |
| Net Change in Cash | $8M | $-12M | $4M | $4M | $963.0K | $-7M | $6M | $-9M | $6M | $-8M | $11M | $-6M | $-1M | $-13M | $-37M | $5M | |
| Taxes Paid | $5M | $619.0K | $2M | $3M | $8M | $345.0K | $5M | $5M | $2M | $114.0K | $5M | $4M | $5M | $330.0K | $5M | $-68.0K | |
| Free Cash Flow | · | $-7M | · | · | · | $3M | · | · | · | $2M | · | · | · | $-4M | · | · | |
| Levered FCF | · | $-8M | · | · | · | $2M | · | · | · | $1M | · | · | · | $-5M | · | · |
Rentabilidad 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | 29.2% | 27.5% | 26.2% | · | 28.8% | 28.5% | 27.4% | · | 29.4% | |
| Operating Margin | 11.1% | 13.0% | · | 7.5% | 5.8% | 5.7% | · | 16.0% | 16.1% | 14.9% | · | 18.1% | 16.6% | 15.8% | · | 19.5% | |
| Net Margin | 6.4% | 6.2% | · | 3.5% | 2.1% | 4.0% | · | 10.8% | 11.3% | 11.3% | · | 12.4% | 11.3% | 11.5% | · | 14.4% | |
| Pretax Margin | 9.4% | 11.5% | · | 6.9% | 5.4% | 5.4% | · | 15.6% | 15.5% | 14.3% | · | 17.0% | 15.4% | 14.6% | · | 19.5% | |
| EBITDA Margin | 11.1% | 13.0% | · | 7.5% | 5.8% | 5.7% | · | 16.0% | 16.1% | 14.9% | · | 19.3% | 17.6% | 17.0% | · | 20.6% | |
| ROA | 2.2% | 2.2% | · | 1.3% | 0.86% | 1.7% | · | 4.6% | 4.7% | 4.9% | · | 4.7% | 4.3% | 4.2% | · | 4.8% | |
| ROE | 4.7% | 4.8% | · | 2.4% | 1.5% | 3.0% | · | 9.0% | 10.0% | 11.1% | · | 7.7% | 7.6% | 7.6% | · | 6.6% | |
| ROIC | 3.5% | 3.3% | · | 1.9% | 1.3% | 2.5% | · | 6.8% | 7.1% | 7.3% | · | 8.0% | 7.5% | 7.3% | · | 6.3% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.9 | · | 1.9 | 1.7 | 1.6 | · | 1.5 | 1.7 | 1.7 | · | 1.6 | 1.6 | 1.6 | · | 2.4 | |
| Quick Ratio | 0.3 | 0.1 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.4 | 0.3 | · | 0.2 | 0.3 | 0.4 | · | 1.3 | |
| Debt / Equity | 1.2 | 1.2 | · | 0.4 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.5 | 0.7 | 0.9 | · | · | |
| LT Debt / Equity | 1.2 | 1.2 | · | 0.4 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.5 | 0.7 | 0.9 | · | · | |
| Interest Coverage | 6.4 | 8.9 | · | 12.5 | 12.6 | 21.8 | · | 34.8 | 24.4 | 24.4 | · | 16.9 | 13.9 | 13.1 | · | 1002.5 |
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 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.3 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $287M | $297M | · | $309M | $316M | $315M | · | $307M | $303M | $303M | · | $294M | $290M | $289M | · | $294M | |
| Net Income TTM | $17M | $14M | · | $11M | $17M | $24M | · | $34M | $35M | $35M | · | $36M | $37M | $38M | · | $48M | |
| P/E | 17.4 | 23.4 | · | 50.8 | 41.9 | 34.3 | · | 21.3 | 17.4 | 19.3 | · | 18.6 | 17.9 | 14.8 | · | 12.1 | |
| Earnings Yield | 5.8% | 4.3% | · | 2.0% | 2.4% | 2.9% | · | 4.7% | 5.8% | 5.2% | · | 5.4% | 5.6% | 6.8% | · | 8.3% | |
| Payout Ratio | · | 70.4% | · | · | · | 96.2% | · | · | · | 34.3% | · | · | · | 36.7% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-26 | 2024-12-27 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $306M | $314M | $297M | $294M | $279M |
| Margen Bruto % | — | — | 28.4% | 30.5% | — |
| Margen Operativo % | 7.7% | 14.2% | 16.6% | 18.8% | — |
| Beneficio neto | $13M | $30M | $34M | $41M | $42M |
| EPS Diluido | $0.46 | $1.05 | $1.24 | $1.28 | $1.26 |
Balance general
| 2025-12-26 | 2024-12-27 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.1 | 0.1 | 0.4 | 1.0 | — |
| Ratio corriente | 1.7 | 1.4 | 1.5 | 1.4 | — |
| Ratio Rápido | 0.4 | 0.3 | 0.4 | 0.5 | — |
Flujo de Efectivo
| 2025-12-26 | 2024-12-27 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $32M | $44M | $33M | $54M | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 174 declarantes · $180.7M 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 |
|---|---|---|---|---|
| 36 (-5 vs trimestre anterior) | 36 (+10 vs trimestre anterior) | 57 (+5 vs trimestre anterior) | 46 (-2 vs trimestre anterior) | +2.2M |
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 |
|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | $33 340 366 | 3 095 670 | 18,45% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $10 898 486 | 1 011 930 | 6,03% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $9 775 606 | 907 670 | 5,41% | Acciones |
| TWO SIGMA ADVISERS, LP | $9 069 060 | 462 000 | 5,02% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $8 435 484 | 783 239 | 4,67% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7 942 563 | 737 471 | 4,40% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $7 460 164 | 692 680 | 4,13% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 332 065 | 680 786 | 4,06% | Acciones |
| Pacific Ridge Capital Partners, LLC | $6 555 301 | 608 663 | 3,63% | Acciones |
| STATE STREET CORP | $6 205 727 | 570 163 | 3,43% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $6 175 238 | 573 374 | 3,42% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $5 671 289 | 526 424 | 3,14% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $5 649 093 | 524 521 | 3,13% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $5 112 593 | 474 707 | 2,83% | Acciones |
| VANGUARD GROUP INC | $3 099 322 | 157 887 | 1,72% | Acciones |
| EARNEST PARTNERS LLC | $2 764 336 | 256 670 | 1,53% | Acciones |
| Linden Thomas Advisory Services, LLC | $2 456 766 | 228 112 | 1,36% | Acciones |
| WEBER CAPITAL MANAGEMENT LLC /ADV | $2 430 391 | 225 663 | 1,35% | Acciones |
| Aristides Capital LLC | $2 296 110 | 213 195 | 1,27% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $2 047 586 | 190 119 | 1,13% | Acciones |
| Values First Advisors, Inc. | $1 956 862 | 181 696 | 1,08% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 927 022 | 178 925 | 1,07% | Acciones |
| North Star Investment Management Corp. | $1 889 866 | 175 475 | 1,05% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 762 349 | 163 635 | 0,98% | Acciones |
| Allianz Asset Management GmbH | $1 545 588 | 118 800 | 0,86% | Acciones |
| Quantinno Capital Management LP | $1 298 895 | 120 603 | 0,72% | Acciones |
| Numerai GP LLC | $1 294 156 | 120 163 | 0,72% | Acciones |
| H D Vest Advisory Services | $1 177 028 | 46 303 | 0,65% | Acciones |
| ISTHMUS PARTNERS, LLC | $1 049 623 | 97 458 | 0,58% | Acciones |
| EJF Capital LP | $915 450 | 85 000 | 0,51% | Acciones |
| BANK OF AMERICA CORP /DE/ | $914 998 | 84 958 | 0,51% | Acciones |
| FRANKLIN RESOURCES INC | $821 913 | 76 315 | 0,45% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $670 605 | 62 266 | 0,37% | Acciones |
| Atom Investors LP | $667 449 | 61 973 | 0,37% | Acciones |
| Campbell & CO Investment Adviser LLC | $662 000 | 61 467 | 0,37% | Acciones |
| Nebula Research & Development LLC | $645 312 | 25 386 | 0,36% | Acciones |
| CITADEL ADVISORS LLC | $642 118 | 59 621 | 0,36% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $587 893 | 54 586 | 0,33% | Acciones |
| PRELUDE CAPITAL MANAGEMENT, LLC | $538 500 | 50 000 | 0,30% | Acciones |
| MORGAN STANLEY | $527 730 | 49 000 | 0,29% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $502 291 | 46 638 | 0,28% | Acciones |
| Fisher Asset Management, LLC | $494 052 | 45 873 | 0,27% | Acciones |
| WELLS FARGO & COMPANY/MN | $472 577 | 43 879 | 0,26% | Acciones |
| UHLMANN PRICE SECURITIES, LLC | $438 135 | 40 681 | 0,24% | Acciones |
| Sanctuary Advisors, LLC | $424 112 | 39 379 | 0,23% | Acciones |
| BlackRock, Inc. | $402 852 | 37 405 | 0,22% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $393 930 | 30 279 | 0,22% | Acciones |
| Bank of New York Mellon Corp | $390 693 | 36 276 | 0,22% | Acciones |
| D. E. Shaw & Co., Inc. | $341 538 | 31 712 | 0,19% | Acciones |
| RHUMBLINE ADVISERS | $337 241 | 31 314 | 0,19% | Acciones |
| XTX Topco Ltd | $333 924 | 31 005 | 0,18% | Acciones |
| Prescott Group Capital Management, L.L.C. | $323 100 | 30 000 | 0,18% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $312 330 | 29 000 | 0,17% | Acciones |
| Cetera Investment Advisers | $308 932 | 28 685 | 0,17% | Acciones |
| FEDERATED HERMES, INC. | $303 402 | 28 171 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $296 511 | 22 791 | 0,16% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $279 180 | 25 922 | 0,15% | Acciones |
| Hillsdale Investment Management Inc. | $278 943 | 25 900 | 0,15% | Acciones |
| Vident Advisory, LLC | $278 512 | 25 860 | 0,15% | Acciones |
| Graham Capital Management, L.P. | $249 002 | 23 120 | 0,14% | Acciones |
| Haven Private, LLC | $247 850 | 23 013 | 0,14% | Acciones |
| UBS Group AG | $237 931 | 22 092 | 0,13% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $226 487 | 21 029 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $224 134 | 20 811 | 0,12% | Acciones |
| AMERIPRISE FINANCIAL INC | $211 129 | 19 388 | 0,12% | Acciones |
| Symmetry Partners, LLC | $206 138 | 19 140 | 0,11% | Acciones |
| Aquatic Capital Management LLC | $196 283 | 18 225 | 0,11% | Acciones |
| Williams & Novak, LLC | $188 529 | 17 505 | 0,10% | Acciones |
| FMR LLC | $187 355 | 17 396 | 0,10% | Acciones |
| Fifth Third Wealth Advisors LLC | $182 358 | 16 932 | 0,10% | Acciones |
| Jain Global LLC | $181 528 | 16 855 | 0,10% | Acciones |
| Creative Planning | $179 374 | 16 655 | 0,10% | Acciones |
| Brevan Howard Capital Management LP | $178 545 | 16 578 | 0,10% | Acciones |
| ANCHYRA PARTNERS LLC | $174 431 | 16 196 | 0,10% | Acciones |
| CITIGROUP INC | $171 588 | 15 932 | 0,09% | Acciones |
| CWC Advisors, LLC. | $166 339 | 15 445 | 0,09% | Acciones |
| &PARTNERS | $160 157 | 14 871 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $150 220 | 13 948 | 0,08% | Acciones |
| HUB Investment Partners, LLC | $150 123 | 13 939 | 0,08% | Acciones |
| Walleye Capital LLC | $148 303 | 13 770 | 0,08% | Acciones |
| CERTIOR FINANCIAL GROUP, LLC | $145 352 | 13 496 | 0,08% | Acciones |
| JANUS HENDERSON GROUP PLC | $145 281 | 11 154 | 0,08% | Acciones |
| HSBC HOLDINGS PLC | $145 278 | 13 365 | 0,08% | Acciones |
| BARCLAYS PLC | $142 573 | 13 238 | 0,08% | Acciones |
| Able Wealth Management LLC | $142 562 | 13 237 | 0,08% | Acciones |
| Park Capital Management, LLC / WI | $142 002 | 13 185 | 0,08% | Acciones |
| MACKENZIE FINANCIAL CORP | $138 513 | 12 861 | 0,08% | Acciones |
| Clearbridge Investments, LLC | $137 673 | 12 783 | 0,08% | Acciones |
| Abel Hall, LLC | $133 236 | 12 371 | 0,07% | Acciones |
| State of Wyoming | $125 427 | 11 646 | 0,07% | Acciones |
| FourThought Financial Partners, LLC | $118 502 | 11 003 | 0,07% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $114 841 | 11 393 | 0,06% | Acciones |
| CWM, LLC | $114 371 | 8 791 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $111 394 | 10 343 | 0,06% | Acciones |
| STIFEL FINANCIAL CORP | $110 701 | 10 278 | 0,06% | Acciones |
| Commonwealth Financial Services, LLC | $109 919 | 10 206 | 0,06% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $108 249 | 10 051 | 0,06% | Acciones |
| Invesco Ltd. | $101 777 | 9 450 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $96 445 | 8 955 | 0,05% | Acciones |
| AlphaQuest LLC | $86 549 | 4 409 | 0,05% | Acciones |
Informantes de la empresa 15 insiders · 5 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ted A Fernandez | Chairman and CEO | 13 de febrero de 2026 F | 1 843 571 | 0 | 0 | $0 |
| Roberto A Ramirez, | Chief Financial Officer | 13 de febrero de 2026 F | 142 811 | 0 | 0 | $0 |
| Allan R Frank | President | 31 de agosto de 2005 J | 319 917 | 0 | 0 | $0 |
| David N Dungan | Vice Chairman and COO | 13 de febrero de 2026 F | 807 906 | 0 | 0 | $0 |
| John F Brennan | Corporate Development Officer | 14 de julio de 2005 F | 201 949 | 0 | 0 | $0 |
| Robert A Rivero | Consejero | 19 de febrero de 2026 D | 8 274 | 0 | 0 | $0 |
| Richard N Hamlin | Consejero | 19 de febrero de 2026 D | 37 058 | 0 | 0 | $0 |
| John R Harris | Consejero | 19 de febrero de 2026 D | 11 105 | 0 | 0 | $0 |
| Maria De Los Angeles Bofill | Consejero | 12 de febrero de 2026 A | 14 028 | 0 | 0 | $0 |
| Alan T G Wix | Consejero | 12 de febrero de 2026 A | 17 510 | 0 | 0 | $0 |
| Edwin A Huston | Consejero | 19 de febrero de 2016 A | 126 833 | 0 | 0 | $0 |
| Terence M Graunke | Consejero | 20 de febrero de 2015 A | 73 914 | 0 | 0 | $0 |
| Jeffrey E Keisling | Consejero | 31 de mayo de 2005 A | — | 0 | 0 | $0 |
| Paul G Yovovich | Propietario del 10% | 27 de marzo de 2012 S | 289 227 | 0 | 0 | $0 |
| Grant Fitzwilliam | — | 17 de febrero de 2007 M | 23 334 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 4 de abril de 2012 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 20 de noviembre de 2009 | — | 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 38 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 |
|---|---|---|---|---|
| DEEP · ETF Series Solutions | 0,77% | 17 464 NS | 31 de mayo de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,18% | 7 751 NS | 30 de abril de 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0,14% | 4 112 NS | 30 de abril de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,11% | 26 496 NS | 31 de mayo de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,09% | 10 807 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,06% | 76 116 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 34 824 NS | 31 de mayo de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,03% | 950 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,02% | 2 066 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 58 061 NS | 31 de mayo de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,02% | 8 412 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 196 558 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 32 301 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 128 831 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 22 537 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 10 695 NS | 30 de abril de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,01% | 14 103 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 585 489 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,01% | 1 160 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 76 523 NS | 30 de abril de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,01% | 78 938 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 111 514 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 907 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 915 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 836 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 903 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 23 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 25 625 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 6 963 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 33 968 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 8 032 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 13 157 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 275 448 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 710 875 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 433 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 003 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 73 NS | 30 de abril de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,00% | 573 255 SH | 8 de agosto de 2026 | Diario |