HLI Clase A Houlihan Lokey, Inc. Class A Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 6, 2026 10-K/10-Q Jul 31, 2026HLI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de Houlihan Lokey, Inc. Class A Common Stock Descripción general de la empresa de Wikipedia
Houlihan Lokey, Inc. (NYSE: HLI) is an American multinational independent investment bank and financial services company, and the No. 1 ranked global M&A advisor by transaction count. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California.
The firm advises large public and closely held companies as well as institutions and governments. Its main service lines include mergers and acquisitions, capital solutions, restructuring and distressed M&A, fairness opinions, and financial and valuation advisory. As of February 2026, Houlihan Lokey employs more than 2,700 employees worldwide.
History
1970s
Houlihan Lokey, previously known as Houlihan Lokey Howard & Zukin, was co-founded in Los Angeles in 1972 by Richard Houlihan and O. Kit Lokey, both of whom left PricewaterhouseCoopers to start the company. Co-founders Robert "Bob" F. Howard joined the company in 1974, followed by James H. Zukin in 1976. The company started as a provider of general business advisory services to privately held companies.
The 1974 passage of the Employee Retirement Income Security Act launched the firm’s valuation business by creating demand for independent valuations of private businesses, particularly those that had formed employee stock ownership programs.
1980s
In 1986, Kenneth Friedman founded and became President of Houlihan Lokey’s investment banking broker dealer to provide M&A advisory services and to raise debt and equity financing. Friedman formed the investment bank to provide Wall Street level expertise to the expanding investment banking demands of Houlihan Lokey’s clients and other middle market companies.
By 1987, many of the highly leveraged transactions completed earlier in the decade were starting to exhibit signs of financial distress. Accordingly, a market was developing for financial restructuring advisory services. To position itself to serve this market, the investment banking broker-dealer purchased Cheviot Capital Corporation in 1987 and, led by Jeff Werbalowsky and Irwin Gold, began assembling what would become an active, dominant, worldwide financial restructuring group.
With the surge of mergers, acquisitions, and leveraged buyouts, Wall Street’s large investment banking firms began calling on Houlihan Lokey for independent valuation expertise in fairness, solvency, and employee stock ownership plan (ESOP) opinions. The firm advised on transactions valued at more than $100 billion during this period. The firm also started to offer estate planning valuation services. In addition, the firm opened several offices in the 1980s in New York City, San Francisco, and Chicago.
1990s
Houlihan Lokey opened eight offices across the U.S. in the 1980s and 1990s as it expanded. In 1995, to grow its information services division, Houlihan Lokey acquired Mergerstat, a publishing company with a 30-year history in analytical M&A research, from Merrill Lynch.
2000s
In 2001, Houlihan Lokey launched its first non-U.S. office by expanding into London. It also expanded its industry group platform and private equity coverage program in keeping with investment banking trends. In 2002, Houlihan Lokey advised the official creditors committees in three large bankruptcies: WorldCom, Enron, and Conseco. In 2005, the firm opened a Paris office. In 2006, the firm opened a Frankfurt office. Also in 2006, Houlihan Lokey agreed to merge with Orix USA, the U.S. corporate lending operations of ORIX Corp. of Japan, to address the growing international demand for middle-market investment banking services.
In 2007, Houlihan Lokey expanded into Asia, opening offices in Hong Kong and Tokyo. Within the next three years, the firm also opened an office in Beijing. In 2008, Houlihan Lokey advised the creditors of Lehman Brothers.
2010s
In 2010, Houlihan Lokey bought a sizable minority stake in Avista Advisory Group, giving the firm offices in both Mumbai and Singapore. In 2013, Houlihan Lokey expanded its Financial Institutions Group through the acquisition of Milestone Advisors. The firm also launched the Illiquid Financial Assets practice to advise on the sales of assets such as stakes in loan pools, life settlements, minority positions, pharmaceutical royalties, and operating leases. In 2014, Houlihan Lokey acquired ArchPoint Partners.
In 2015, Houlihan Lokey acquired management consulting firm Bridge Strategy Group, digital media and entertainment focused investment bank MESA Securities, London-based consumer-focused firm McQueen Ltd., and operations of the Continental European investment bank Leonardo & Co. Also in 2015, Houlihan Lokey acquired the investment banking operations of Leonardo & Co. NV in Germany, the Netherlands, and Spain, and became a minority partner in a joint venture with the management team of Leonardo in respect to Leonardo’s investment banking operations in Italy. This gave the firm offices in both Rome and Milan. On August 13, 2015, Houlihan Lokey completed its initial public offering, beginning trading as HLI on the NYSE.
In January 2017, Houlihan Lokey acquired Black Stone IP, a leader in Tech+IP advisory work. In January 2018, Houlihan Lokey acquired Quayle Munro Limited, an independent advisory firm focused on providing corporate finance advisory services to companies in the data & analytics sector. In May 2018, the firm acquired BearTooth Advisors, an independent advisory firm that provided strategic advisory and placement agency services to alternative investment managers.
In November 2019, Houlihan Lokey acquired Fidentiis Capital, growing Houlihan Lokey's Corporate Finance business in Europe. This was followed shortly after by the acquisition of Freeman & Co. in December 2019, an independent advisory firm providing a range of advisory services to financial institution clients.
2020s
In August 2020, Houlihan Lokey acquired MVP Capital. In July 2021, Houlihan Lokey expanded its coverage of the consumer sector with the acquisition of boutique advisory firm Baylor Klein. Later, in October 2021, Houlihan Lokey acquired GCA Corporation, a top technology advisory firm, expanding the firm's presence in Asia and Europe. In February 2023, Houlihan Lokey acquired Oakley Advisory. In December 2023, Houlihan Lokey acquired 7 Mile Advisors, increasing the firm's IT services capabilities and expanding its Business Services Group.
In May 2024, Houlihan Lokey acquired Triago, expanding the firm's Capital Solutions Group and its private capital advisory and private placement capabilities. In October 2024, Houlihan Lokey acquired Prytania Solutions Ltd. (PSL). This acquisition strengthened Houlihan Lokey's Financial and Valuation Advisory business and expanded its presence in Europe. In December 2024, Houlihan Lokey acquired Waller Helms Advisors and Park Sutton Advisors.
In January 2026, Houlihan Lokey acquired Mellum Capital, a real estate advisory business with operations in Munich and London. In addition, Houlihan Lokey secured a controlling interest in Audere Partners, a French boutique firm operating under the Natixis Partners brand.
Recognition
As of 2024, Houlihan Lokey is the top investment bank for global M&A transactions, the top M&A advisor for the past 10 years in the U.S., the top global restructuring advisor for the past 11 years, the top global M&A fairness opinion advisor over the past 25 years, and a Top 10 Most Active Global M&A Advisor as measured by LSEG and PitchBook.
== Office locations ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | HLI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 21.5promedio 5A ≈23.8 | ≈23.8 | · | · | |
| PEG Ratio (Ratio PEG) | ≈3.3 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | HLI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 20.4%promedio 5A ≈21.2% | ≈21.2% | · | · | |
| Margen EBITDA (TTM) | 21.8%promedio 5A ≈23.2% | ≈23.2% | · | · | |
| Margen antes de impuestos (TTM) | 21.8%promedio 5A ≈21.7% | ≈21.7% | · | · | |
| Margen de Beneficio Neto (TTM) | 16.1%promedio 5A ≈16.2% | ≈16.2% | · | · | |
| ROA (TTM) | 11.2%promedio 5A ≈11.2% | ≈11.2% | · | · | |
| ROE (TTM) | 18.3%promedio 5A ≈20.2% | ≈20.2% | · | · | |
| ROIC | 17.0%promedio 5A ≈19.2% | ≈19.2% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | HLI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 9.6%promedio 5A ≈13.7% | ≈13.7% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 13.1%promedio 5A ≈7.6% | ≈7.6% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 11.4% | · | · | · | |
| EPS YoY (EPS interanual) | 6.9%promedio 5A ≈11.5% | ≈11.5% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 6.5%promedio 5A ≈11.5% | ≈11.5% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 18.3%promedio 5A ≈3.9% | ≈3.9% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 6.5% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 18.8%promedio 5A ≈4.1% | ≈4.1% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 6.4% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | HLI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.6promedio 5A ≈0.7 | ≈0.7 | · | · | |
| Revenue / Employee (Ingresos / Empleado) | ≈$934.8K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 1, 2026 | $0,70 | USD | ≈2.0% |
| Jun 1, 2026 | $0,70 | USD | ≈1.8% |
| Mar 2, 2026 | $0,60 | USD | ≈1.5% |
| Dic 1, 2025 | $0,60 | USD | ≈1.4% |
| Sep 2, 2025 | $0,60 | USD | ≈1.2% |
| Jun 2, 2025 | $0,60 | USD | ≈1.3% |
| Mar 3, 2025 | $0,57 | USD | ≈1.3% |
| Dic 2, 2024 | $0,57 | USD | ≈1.2% |
| Sep 3, 2024 | $0,57 | USD | ≈1.5% |
| Jun 3, 2024 | $0,57 | USD | ≈1.7% |
| Feb 29, 2024 | $0,55 | USD | ≈1.7% |
| Nov 30, 2023 | $0,55 | USD | ≈2.0% |
| Ago 31, 2023 | $0,55 | USD | ≈2.1% |
| Jun 1, 2023 | $0,55 | USD | ≈2.4% |
| Mar 1, 2023 | $0,53 | USD | ≈2.2% |
| Dic 1, 2022 | $0,53 | USD | ≈2.0% |
| Sep 1, 2022 | $0,53 | USD | ≈2.5% |
| Jun 1, 2022 | $0,53 | USD | ≈2.2% |
| Mar 1, 2022 | $0,43 | USD | ≈1.7% |
| Dic 1, 2021 | $0,43 | USD | ≈1.5% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | $1.35 | $1.74 | -22.2% | |
| 31 de marzo de 2026 | $1.63 | $1.85 | -11.7% | |
| 31 de diciembre de 2025 | $1.94 | $1.89 | 2.9% | |
| 30 de septiembre de 2025 | $1.84 | $1.72 | 7.0% | |
| 30 de junio de 2025 | $2.14 | $1.69 | 26.3% | |
| 31 de marzo de 2025 | $1.96 | $1.64 | 19.6% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.62B | $2.39B | $1.91B | $1.81B | $2.27B | $1.53B | $1.16B | $1.08B | |
| Gross Profit | · | $772M | $571M | $557M | $795M | $521M | $323M | $306M | |
| Operating Expenses | $2.09B | $1.89B | $1.54B | $1.47B | $1.66B | $1.12B | $930M | $865M | |
| Operating Income | $527M | $503M | $373M | $342M | $613M | $408M | $230M | $219M | |
| Other Non-op | $35M | $29M | $17M | $-18M | $-9M | $1M | $6M | $5M | |
| Pretax Income | $562M | $531M | $391M | $324M | $604M | $409M | $236M | $224M | |
| Income Tax | $138M | $132M | $110M | $70M | $166M | $96M | $52M | $65M | |
| Net Income | $426M | $400M | $280M | $254M | $438M | $313M | $184M | $159M | |
| EPS (Basic) | $6.40 | $6.08 | $4.36 | $4.01 | $6.74 | $4.75 | $2.96 | $2.56 | |
| EPS (Diluted) | $6.22 | $5.82 | $4.11 | $3.76 | $6.41 | $4.55 | $2.80 | $2.42 | |
| Shares (Basic) | 66,547,768 | 65,724,473 | 64,337,975 | 63,358,408 | 64,970,287 | 65,785,042 | 62,152,870 | 62,213,414 | |
| Shares (Diluted) | 68,434,896 | 68,658,347 | 68,159,390 | 67,586,263 | 68,259,708 | 68,671,248 | 65,725,516 | 65,846,132 | |
| EBITDA | $570M | $543M | $391M | $400M | $661M | $423M | $247M | $234M |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.19B | $971M | $721M | $714M | $834M | $847M | $380M | $286M | |
| PP&E (Net) | $143M | $149M | $137M | $88M | $52M | $46M | $42M | $31M | |
| PP&E (Gross) | $242M | $230M | $205M | $156M | $114M | $101M | $90M | $74M | |
| Accum. Depreciation | $99M | $81M | $68M | $68M | $61M | $54M | $48M | $43M | |
| Goodwill | $1.40B | $1.28B | $1.13B | $1.09B | $1.07B | $671M | $618M | $595M | |
| Total Assets | $4.31B | $3.82B | $3.17B | $2.97B | $2.89B | $2.43B | $1.68B | $1.43B | |
| Deferred Tax | · | $9M | $8M | $544.0K | $789.0K | $52.0K | $664.0K | $8M | |
| Total Liabilities | $1.86B | $1.64B | $1.33B | $1.36B | $1.44B | $1.04B | $693M | $535M | |
| Long-term Debt | · | · | · | · | · | $56M | $37M | $31M | |
| Paid-in Capital | $746M | $843M | $740M | $643M | $565M | $804M | $650M | $645M | |
| Retained Earnings | $1.65B | $1.39B | $1.16B | $1.03B | $922M | $600M | $377M | $276M | |
| Treasury Stock | · | · | · | · | · | · | $0 | $0 | |
| AOCI | $-49M | $-63M | $-67M | $-63M | $-43M | $-20M | $-43M | $-30M | |
| Stockholders' Equity | $2.34B | $2.17B | $1.84B | $1.61B | $1.44B | $1.38B | $984M | $891M | |
| Liabilities + Equity | $4.31B | $3.82B | $3.17B | $2.97B | $2.89B | $2.43B | $1.68B | $1.43B |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $43M | $41M | $29M | $58M | $49M | $15M | $17M | $14M | |
| Stock-based Comp | · | · | · | · | · | · | · | $57M | |
| Deferred Tax | $-25M | $-957.0K | $20M | $-3M | $-71M | $-21M | $-10M | $-11M | |
| Amort. of Intangibles | $15M | $19M | $11M | $45M | $34M | $4M | $7M | $6M | |
| Other Non-cash | $261M | $409M | $-849.0K | $-173M | $321M | $273M | · | · | |
| Operating Cash Flow | $704M | $849M | $328M | $136M | $737M | $580M | $288M | $224M | |
| CapEx | $22M | $40M | $67M | $51M | $9M | $14M | $21M | $7M | |
| Investing Cash Flow | $2M | $-265M | $-70M | $-3M | $-274M | $-100M | $-33M | $6M | |
| Stock Issued | · | · | · | $0 | $0 | $189M | $0 | $0 | |
| Stock Repurchased | $175M | $53M | $25M | $49M | $305M | $102M | $30M | $70M | |
| Net Stock Activity | $-175M | $-53M | $-25M | $-49M | $-305M | $87M | $-30M | $-35M | |
| Dividends Paid | $174M | $165M | $148M | $140M | $115M | $92M | $81M | $67M | |
| Financing Cash Flow | $-493M | $-329M | $-251M | $-240M | $-459M | $-27M | $-152M | $-236M | |
| Net Change in Cash | $218M | $254M | $7M | $-119M | $-13M | $466M | $95M | $-14M | |
| Taxes Paid | $187M | $93M | $105M | $157M | $242M | $44M | $74M | $81M | |
| Free Cash Flow | $682M | $809M | $262M | $86M | $728M | $566M | $267M | $218M |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 32.3% | 29.8% | 30.8% | 35.0% | 34.2% | 27.8% | 28.2% | |
| Operating Margin | 20.1% | 21.0% | 18.9% | 18.9% | 27.0% | 26.8% | 19.8% | 20.2% | |
| Net Margin | 16.3% | 16.7% | 14.6% | 14.1% | 19.3% | 20.5% | · | · | |
| Pretax Margin | 21.5% | 22.2% | 20.4% | 17.9% | 26.6% | 26.8% | 20.3% | 20.7% | |
| EBITDA Margin | 21.8% | 22.7% | 20.4% | 22.1% | 29.1% | 27.8% | 21.3% | 21.6% | |
| ROA | 10.5% | 11.4% | 9.1% | 8.7% | 16.5% | 15.2% | · | · | |
| ROE | 18.6% | 18.8% | 16.2% | 16.6% | 31.0% | 26.4% | · | · | |
| ROIC | 17.0% | 17.3% | 14.2% | 16.6% | 30.8% | 22.6% | 18.2% | 17.5% |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.6 | 0.6 | 0.9 | 0.7 | 0.7 | 0.8 |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $38.25 | $34.80 | $28.09 | $26.77 | $33.25 | $22.21 | $17.64 | $16.47 | |
| Cash Flow / Share | $10.29 | $12.36 | $4.82 | $2.02 | $10.79 | $8.44 | $4.38 | $3.41 | |
| EPS (TTM) | $6.22 | $5.82 | $4.11 | $3.76 | $6.41 | $4.55 | $2.80 | $2.42 |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.6% | 24.8% | 5.8% | -20.3% | 48.8% | · | · | · | |
| Revenue CAGR 3Y | 13.1% | 1.7% | 7.9% | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.4% | · | · | · | · | · | · | · | |
| EPS YoY | 6.9% | 41.6% | 9.3% | -41.3% | 40.9% | · | · | · | |
| EPS CAGR 3Y | 18.3% | -3.2% | -3.3% | · | · | · | · | · | |
| EPS CAGR 5Y | 6.5% | · | · | · | · | · | · | · | |
| Net Income YoY | 6.5% | 42.6% | 10.3% | -41.9% | 40.0% | · | · | · | |
| Net Income CAGR 3Y | 18.8% | -3.0% | -3.6% | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.4% | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 13.6% | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.62B | $2.39B | $1.91B | $1.81B | $2.27B | $1.53B | $1.16B | $1.08B | |
| Net Income TTM | $426M | $400M | $280M | $254M | $438M | $313M | $184M | $159M | |
| P/E | 23.1 | 27.7 | 31.2 | 23.3 | 13.7 | 14.6 | 18.6 | 18.9 | |
| Earnings Yield | 4.3% | 3.6% | 3.2% | 4.3% | 7.3% | 6.8% | 5.4% | 5.3% | |
| Payout Ratio | 40.9% | 41.3% | 53.0% | 55.2% | 26.2% | 29.4% | · | · | |
| Annual Payout | $174M | $165M | $148M | $140M | $115M | $92M | $81M | $67M |
Estado de resultados
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $511M | $636M | $717M | $659M | $605M | $666M | $634M | $575M | $514M | $520M | $511M | $467M | $416M | $445M | $456M | $490M | |
| Gross Profit | $154M | · | $231M | $223M | $188M | $226M | $199M | $190M | $157M | $157M | $151M | $143M | $120M | $146M | $136M | $138M | |
| Operating Expenses | $433M | $510M | $556M | $508M | $515M | $525M | $498M | $444M | $419M | $407M | $415M | $377M | $342M | $354M | $372M | $400M | |
| Operating Income | $78M | $125M | $161M | $151M | $90M | $141M | $136M | $131M | $95M | $113M | $97M | $90M | $73M | $91M | $84M | $89M | |
| Other Non-op | $8M | $9M | $9M | $9M | $8M | $9M | $9M | $5M | $5M | $5M | $6M | $3M | $3M | $-10M | $-563.0K | $-5M | |
| Pretax Income | $86M | $135M | $170M | $160M | $98M | $150M | $145M | $136M | $100M | $118M | $103M | $94M | $76M | $80M | $84M | $84M | |
| Income Tax | $8M | $36M | $53M | $48M | $0 | $28M | $50M | $43M | $11M | $37M | $32M | $27M | $15M | $21M | $21M | $24M | |
| Net Income | $78M | $100M | $117M | $112M | $98M | $122M | $95M | $94M | $89M | $81M | $71M | $67M | $61M | $60M | $63M | $61M | |
| EPS (Basic) | $1.17 | $1.51 | $1.75 | $1.67 | $1.47 | $1.84 | $1.45 | $1.42 | $1.37 | $1.26 | $1.10 | $1.04 | $0.96 | $0.94 | $0.99 | $0.96 | |
| EPS (Diluted) | $1.15 | $1.47 | $1.70 | $1.63 | $1.42 | $1.76 | $1.39 | $1.37 | $1.30 | $1.18 | $1.04 | $0.99 | $0.90 | $0.96 | $0.90 | $0.87 | |
| Shares (Basic) | 66,500,000 | · | 66,633,965 | 66,963,260 | 66,200,000 | · | 65,831,122 | 65,822,690 | 65,031,216 | · | 64,411,668 | 64,551,353 | 63,806,156 | · | 63,381,024 | 63,422,701 | |
| Shares (Diluted) | 67,600,000 | · | 68,426,644 | 68,591,031 | 68,900,000 | · | 68,760,959 | 68,422,600 | 68,501,059 | · | 67,886,301 | 67,867,381 | 68,000,392 | · | 69,725,692 | 69,800,028 | |
| EBITDA | $86M | · | $161M | $151M | $106M | · | $136M | $131M | $104M | · | $97M | $90M | $80M | · | $84M | $89M |
Balance general
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $745M | $1.19B | $1.06B | $924M | $794M | $971M | $799M | $691M | $450M | $721M | $556M | $494M | $456M | · | $549M | $504M | |
| PP&E (Net) | $143M | $143M | $141M | $145M | $151M | $149M | $140M | $149M | $143M | $137M | $131M | $119M | $101M | · | $76M | $62M | |
| PP&E (Gross) | $248M | $242M | $240M | $239M | $238M | $230M | $217M | $224M | $217M | $205M | $200M | $184M | $172M | · | $141M | $125M | |
| Accum. Depreciation | $105M | $99M | $99M | $94M | $87M | $81M | $77M | $75M | $73M | $68M | $69M | $64M | $70M | · | $66M | $63M | |
| Goodwill | $1.40B | $1.40B | $1.29B | $1.29B | $1.30B | $1.28B | $1.28B | $1.18B | $1.18B | $1.13B | $1.13B | $1.09B | $1.09B | · | $1.06B | $1.05B | |
| Total Assets | $3.72B | $4.31B | $3.94B | $3.79B | $3.52B | $3.82B | $3.48B | $3.21B | $2.94B | $3.17B | $2.96B | $2.78B | $2.71B | · | $2.67B | $2.51B | |
| Deferred Tax | · | · | · | · | $9M | $9M | $8M | $8M | $8M | $8M | $3M | $349.0K | $285.0K | · | $619.0K | $538.0K | |
| Total Liabilities | $1.35B | $1.86B | $1.64B | $1.55B | $1.34B | $1.64B | $1.40B | $1.26B | $1.11B | $1.33B | $1.19B | $1.14B | $1.09B | · | $1.13B | $1.06B | |
| Paid-in Capital | $639M | $746M | $734M | $760M | $744M | $843M | $852M | $735M | $692M | $740M | $702M | $638M | $616M | · | $602M | $560M | |
| Retained Earnings | $1.67B | $1.65B | $1.59B | $1.52B | $1.45B | $1.39B | $1.31B | $1.26B | $1.21B | $1.16B | $1.12B | $1.09B | $1.06B | · | $1.01B | $981M | |
| AOCI | $-51M | $-49M | $-29M | $-29M | $-15M | $-63M | $-86M | $-38M | $-70M | $-67M | $-54M | $-80M | $-60M | · | $-70M | $-94M | |
| Stockholders' Equity | $2.25B | $2.34B | $2.29B | $2.25B | $2.18B | $2.17B | $2.08B | $1.96B | $1.83B | $1.84B | $1.77B | $1.65B | $1.62B | · | $1.54B | $1.45B | |
| Liabilities + Equity | $3.72B | $4.31B | $3.94B | $3.79B | $3.52B | $3.82B | $3.48B | $3.21B | $2.94B | $3.17B | $2.96B | $2.78B | $2.71B | · | $2.67B | $2.51B |
Flujo de Efectivo
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $8M | $8M | $8M | $10M | $16M | $15M | $10M | $7M | $9M | $8M | $7M | $7M | $7M | $6M | $13M | $19M | |
| Deferred Tax | · | · | · | · | $-1M | $-7M | $1M | $-4M | $9M | $17M | $6M | $2M | $-5M | $8M | $3M | $-7M | |
| Amort. of Intangibles | $2M | $2M | $1M | $3M | $9M | $10M | $4M | $2M | $4M | $2M | $2M | $3M | $3M | $3M | $10M | $16M | |
| Other Non-cash | $-422M | · | · | · | $-244M | · | · | · | $-171M | · | · | · | $-197M | · | · | · | |
| Operating Cash Flow | $-336M | $293M | $218M | $325M | $-132M | $358M | $266M | $289M | $-65M | $225M | $101M | $136M | $-134M | $238M | $91M | $85M | |
| CapEx | $6M | $6M | $639.0K | $2M | $13M | $14M | $4M | $10M | $11M | $12M | $16M | $23M | $16M | $19M | $14M | $13M | |
| Investing Cash Flow | $112M | $-50M | $56M | $-114M | $110M | $-106M | $-87M | $-31M | $-40M | $-15M | $-23M | $-21M | $-12M | $-39M | $-17M | $-15M | |
| Dividends Paid | $61M | $39M | $41M | $42M | $53M | $39M | $37M | $38M | $51M | $36M | $36M | $35M | $42M | $32M | $34M | $33M | |
| Financing Cash Flow | $-217M | $-93M | $-131M | $-72M | $-197M | $-91M | $-37M | $-39M | $-161M | $-36M | $-36M | $-68M | $-111M | $-33M | $-39M | $-45M | |
| Net Change in Cash | $-444M | $133M | $133M | $130M | $-178M | $175M | $108M | $243M | $-272M | $166M | $62M | $38M | $-258M | $165M | $46M | $15M | |
| Taxes Paid | $26M | $46M | $86M | $44M | $11M | $34M | $22M | $20M | $17M | $20M | $37M | $31M | $18M | $21M | $34M | $98M | |
| Free Cash Flow | $-342M | · | · | · | $-145M | · | · | · | $-75M | · | · | · | $-149M | · | · | · |
Rentabilidad
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.1% | · | 32.2% | 33.8% | 31.0% | · | 31.4% | 33.0% | 30.6% | · | 29.5% | 30.5% | 28.9% | · | 29.9% | 28.1% | |
| Operating Margin | 15.3% | · | 22.4% | 22.9% | 14.8% | · | 21.4% | 22.7% | 18.6% | · | 18.9% | 19.3% | 17.6% | · | 18.4% | 18.3% | |
| Net Margin | 15.3% | · | 16.2% | 17.0% | 16.1% | · | 15.0% | 16.3% | 17.3% | · | 13.9% | 14.3% | 14.8% | · | 13.8% | 12.4% | |
| Pretax Margin | 16.8% | · | 23.7% | 24.3% | 16.2% | · | 22.9% | 23.7% | 19.4% | · | 20.1% | 20.0% | 18.4% | · | 18.3% | 17.2% | |
| EBITDA Margin | 16.8% | · | 22.4% | 22.9% | 17.5% | · | 21.4% | 22.7% | 20.3% | · | 18.9% | 19.3% | 19.2% | · | 18.4% | 18.3% | |
| ROA | 2.2% | · | 3.1% | 3.2% | 3.0% | · | 3.1% | 3.0% | 3.1% | · | · | 2.5% | 2.4% | · | 2.2% | 2.8% | |
| ROE | 3.5% | · | 5.3% | 5.3% | 4.9% | · | 5.3% | 5.0% | 5.2% | · | · | 4.3% | 4.0% | · | 4.1% | 4.5% | |
| ROIC | 3.1% | · | 4.8% | 4.7% | 4.1% | · | 4.3% | 4.6% | 4.7% | · | · | 3.9% | 3.6% | · | 4.1% | 4.5% |
Eficiencia
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | · | 0.2 | 0.2 | · | 0.2 | 0.2 |
Por Acción
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $7.56 | · | $10.48 | $9.61 | $8.79 | · | $9.23 | $8.40 | $7.50 | · | $7.53 | $6.88 | $6.12 | · | $6.55 | $7.01 | |
| Cash Flow / Share | $-4.97 | · | · | · | $-1.91 | · | · | · | $-0.94 | · | · | · | $-1.96 | · | · | · | |
| Dividend / Share | $0.70 | · | $0.60 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $5.95 | · | $6.51 | $6.20 | $5.94 | · | $5.24 | $4.89 | $4.51 | · | $3.89 | $3.75 | $3.63 | · | $3.77 | $5.41 |
Valoración (TTM)
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.52B | · | $2.65B | $2.57B | $2.48B | · | $2.24B | $2.12B | $2.01B | · | $1.84B | $1.78B | $1.81B | · | $1.84B | $2.27B | |
| Net Income TTM | $406M | · | $448M | $427M | $409M | · | $359M | $334M | $308M | · | $259M | $251M | $245M | · | $260M | $370M | |
| P/E | 22.5 | · | 26.8 | 33.1 | 30.3 | · | 33.1 | 32.3 | 29.9 | · | 30.8 | 28.6 | 27.1 | · | 23.1 | 13.9 | |
| Earnings Yield | 4.4% | · | 3.7% | 3.0% | 3.3% | · | 3.0% | 3.1% | 3.3% | · | 3.2% | 3.5% | 3.7% | · | 4.3% | 7.2% | |
| Payout Ratio | 78.2% | · | · | · | 53.8% | · | · | · | 57.6% | · | · | · | 68.4% | · | · | · | |
| Annual Payout | $183M | · | $174M | $170M | $167M | · | $162M | $161M | $158M | · | $145M | $144M | $142M | · | $135M | $129M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Ingresos | $2.62B | $2.39B | $1.91B | $1.81B | $2.27B |
| Margen Bruto % | · | 32.3% | 29.8% | 30.8% | 35.0% |
| Margen Operativo % | 20.1% | 21.0% | 18.9% | 18.9% | 27.0% |
| Beneficio neto | $426M | $400M | $280M | $254M | $438M |
| EPS Diluido | $6.22 | $5.82 | $4.11 | $3.76 | $6.41 |
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $682M | $809M | $262M | $86M | $728M |
Propietarios institucionales (13F) 551 declarantes · $8.3B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 51 (-28 vs trimestre anterior) | 72 (-19 vs trimestre anterior) | 174 (-16 vs trimestre anterior) | 206 (-2 vs trimestre anterior) | +1.5M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $915 670 844 | 5 256 736 | 11,00% | Acciones |
| BlackRock, Inc. | $702 895 630 | 5 240 406 | 8,44% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372 092 045 | 2 774 115 | 4,47% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $327 240 180 | 2 439 724 | 3,93% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $325 482 474 | 2 426 619 | 3,91% | Acciones |
| EARNEST PARTNERS LLC | $291 426 934 | 2 172 720 | 3,50% | Acciones |
| ROYAL BANK OF CANADA | $267 201 000 | 1 992 096 | 3,21% | Acciones |
| Burgundy Asset Management Ltd. | $243 008 687 | 1 219 617 | 2,92% | Acciones |
| STATE STREET CORP | $234 652 104 | 1 749 472 | 2,82% | Acciones |
| MORGAN STANLEY | $226 712 784 | 1 690 245 | 2,72% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $185 658 270 | 1 383 912 | 2,23% | Acciones |
| BANK OF MONTREAL /CAN/ | $174 461 147 | 1 300 687 | 2,10% | Acciones |
| CITADEL ADVISORS LLC | $164 650 075 | 1 227 541 | 1,98% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $133 162 545 | 992 787 | 1,60% | Acciones |
| FIDUCIARY MANAGEMENT INC /WI/ | $125 869 067 | 938 411 | 1,51% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $124 708 708 | 929 760 | 1,50% | Acciones |
| BANK OF AMERICA CORP /DE/ | $119 458 350 | 890 616 | 1,44% | Acciones |
| BAMCO INC /NY/ | $116 631 937 | 869 544 | 1,40% | Acciones |
| GOLDMAN SACHS GROUP INC | $110 711 758 | 825 406 | 1,33% | Acciones |
| Qube Research & Technologies Ltd | $94 626 971 | 705 487 | 1,14% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $92 935 345 | 692 896 | 1,12% | Acciones |
| FMR LLC | $92 658 744 | 690 813 | 1,11% | Acciones |
| NORGES BANK | $88 054 467 | 656 486 | 1,06% | Acciones |
| SEI INVESTMENTS CO | $87 732 463 | 654 087 | 1,05% | Acciones |
| Clearbridge Investments, LLC | $85 212 028 | 635 294 | 1,02% | Acciones |
| LPL Financial LLC | $83 198 470 | 620 282 | 1,00% | Acciones |
| Invesco Ltd. | $75 282 665 | 561 266 | 0,90% | Acciones |
| Capital Research Global Investors | $70 668 805 | 526 868 | 0,85% | Acciones |
| NORTHERN TRUST CORP | $69 999 763 | 521 880 | 0,84% | Acciones |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $68 992 985 | 514 374 | 0,83% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $65 219 178 | 486 239 | 0,78% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $62 157 854 | 463 415 | 0,75% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61 557 890 | 458 942 | 0,74% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $57 808 050 | 430 600 | 0,69% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $56 000 779 | 417 511 | 0,67% | Acciones |
| Bank of New York Mellon Corp | $54 588 373 | 406 981 | 0,66% | Acciones |
| Capital International Investors | $54 528 003 | 406 531 | 0,66% | Acciones |
| JENNISON ASSOCIATES LLC | $51 263 852 | 382 195 | 0,62% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $50 415 980 | 375 874 | 0,61% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $46 037 574 | 343 231 | 0,55% | Acciones |
| UBS Group AG | $43 114 210 | 321 436 | 0,52% | Acciones |
| WELLS FARGO & COMPANY/MN | $42 192 683 | 314 566 | 0,51% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $40 280 244 | 290 735 | 0,48% | Acciones |
| D. E. Shaw & Co., Inc. | $39 000 309 | 290 765 | 0,47% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $38 735 924 | 288 794 | 0,47% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $35 383 896 | 263 803 | 0,43% | Acciones |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $35 076 433 | 261 511 | 0,42% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $35 018 571 | 263 456 | 0,42% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $34 861 594 | 259 909 | 0,42% | Acciones |
| ARIEL INVESTMENTS, LLC | $32 797 468 | 244 520 | 0,39% | Acciones |
Activistas y propietarios del %+ 5 5 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 |
|---|---|---|---|---|---|
| A&R Voting Trust, Scott Joseph Adelson, Scott L Beiser, Irwin Gold ×2 presentaciones | 2 de enero de 2026 | 22,50% | Enmienda | · | SEC |
| HL Voting Trust, Scott L. Beiser, Irwin N. Gold, Scott J. Adelson ×30 presentaciones | 24 de septiembre de 2024 | · | Presentación inicial | · | SEC |
| ORIX HLHZ Holding LLC, ORIX Corporation ×17 presentaciones | 6 de agosto de 2019 | · | Presentación inicial | · | SEC |
| David A. Preiser ×2 presentaciones | 16 de febrero de 2017 | · | Presentación inicial | · | SEC |
| Scott J. Adelson ×2 presentaciones | 16 de febrero 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.
Informantes de la empresa 18 insiders · 1 directivos · 1 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christopher M Crain | GENERAL COUNSEL | 10 de septiembre de 2026 C | 0 | 0 | 3 | $-298 935 |
| Thomas Reichert | Consejero | 1 de octubre de 2026 A | 925 | 0 | 0 | $0 |
| Lindsey J Alley | · | 3 de agosto de 2026 P | 4 020 | 1 | 0 | $500 570 |
| Ronald Scott Mund | · | 21 de mayo de 2026 A | 969 | 0 | 0 | $0 |
| Ekpedeme M Bassey | · | 21 de mayo de 2026 A | 6 424 | 0 | 0 | $0 |
| Cyrus D. Walker | · | 21 de mayo de 2026 A | 7 111 | 0 | 0 | $0 |
| Gillian Beth Zucker | · | 21 de mayo de 2026 A | 6 529 | 0 | 0 | $0 |
| Paul Andrew Zuber | · | 21 de mayo de 2026 A | 7 005 | 0 | 0 | $0 |
| Scott L Beiser | · | 21 de mayo de 2026 C | 0 | 0 | 1 | $-941 379 |
| Scott Joseph Adelson | · | 21 de mayo de 2026 Z | 0 | 0 | 0 | $0 |
| Robert A Schriesheim | · | 21 de mayo de 2026 A | 29 111 | 0 | 1 | $-854 300 |
| Paul Eric Siegert | · | 21 de mayo de 2026 Z | 0 | 0 | 0 | $0 |
| Todd J Carter | · | 15 de mayo de 2026 F | · | 0 | 0 | $0 |
| Irwin Gold | · | 15 de mayo de 2026 F | 0 | 0 | 0 | $0 |
| Jacqueline B Kosecoff | · | 22 de mayo de 2025 A | 15 316 | 0 | 0 | $0 |
| PREISER DAVID A | · | 4 de junio de 2024 C | 0 | 0 | 0 | $0 |
| Bennet Van De Bunt | · | 15 de mayo de 2019 A | 27 361 | 0 | 0 | $0 |
| Robert H Hotz | · | 30 de abril de 2016 Z | · | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 85 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 |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 2,94% | 10 669 NS | 31 de julio de 2026 | N-PORT |
| SMCO · Tidal Trust II | 1,36% | 15 434 NS | 31 de julio de 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,33% | 507 NS | 31 de julio de 2026 | N-PORT |
| OSCV · ETF Series Solutions | 1,25% | 70 546 NS | 31 de julio de 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,09% | 43 016 SH | 5 de octubre de 2026 | Diario |
| EPMB · Harbor ETF Trust | 0,98% | 355 NS | 31 de julio de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,95% | 407 843 SH | 5 de octubre de 2026 | Diario |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,56% | 50 495 NS | 31 de julio de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,52% | 7 517 NS | 31 de julio de 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0,47% | 7 566 SH | 5 de octubre de 2026 | Diario |
| ESSC · Strategy Shares | 0,41% | 1 180 NS | 31 de julio de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,31% | 36 502 NS | 31 de julio de 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0,30% | 918 NS | 31 de julio de 2026 | N-PORT |
| ISCF · iShares Trust | 0,29% | 517 594 SH | 11 de septiembre de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,26% | 6 824 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,25% | 2 634 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,25% | 17 329 SH | 11 de septiembre de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,22% | 7 126 SH | 5 de octubre de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,20% | 720 950 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,20% | 87 482 SH | 19 de agosto de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,20% | 21 884 SH | 19 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,20% | 28 355 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,19% | 5 976 NS | 31 de julio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,18% | 9 410 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 30 009 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 23 724 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,15% | 797 NS | 31 de julio de 2026 | N-PORT |
| ISVL · iShares Trust | 0,14% | 129 084 SH | 11 de septiembre de 2026 | Diario |
| IYF · iShares Trust | 0,11% | 36 601 SH | 11 de septiembre de 2026 | Diario |
| SMMD · iShares Trust | 0,10% | 29 158 SH | 11 de septiembre de 2026 | Diario |
| IYG · iShares Trust | 0,10% | 16 588 SH | 11 de septiembre de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,10% | 9 761 SH | 5 de octubre de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,09% | 1 245 348 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,09% | 88 721 SH | 19 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 622 442 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,08% | 19 235 SH | 11 de septiembre de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,08% | 14 305 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,07% | 80 961 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 3 876 SH | 5 de octubre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,06% | 73 271 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,05% | 223 267 SH | 11 de septiembre de 2026 | Diario |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,04% | 38 188 SH | 5 de octubre de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,03% | 12 550 SH | 5 de octubre de 2026 | Diario |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,03% | 306 316 SH | 19 de agosto de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 1 011 878 SH | 19 de agosto de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,03% | 216 306 SH | 19 de agosto de 2026 | Diario |
| DGRO · iShares Trust | 0,03% | 89 210 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,03% | 103 698 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 1 183 NS | 31 de julio de 2026 | N-PORT |
| SCZ · iShares Trust | 0,03% | 915 033 SH | 11 de septiembre de 2026 | Diario |
| PFM · Invesco Exchange-Traded Fund Trust | 0,03% | 1 546 SH | 5 de octubre de 2026 | Diario |
| HDUS · Lattice Strategies Trust | 0,02% | 368 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 5 959 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 4 043 NS | 31 de julio de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 32 880 SH | 19 de agosto de 2026 | Diario |
| IWD · iShares Trust | 0,02% | 120 949 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 11 669 NS | 31 de julio de 2026 | N-PORT |
| IUSV · iShares Trust | 0,01% | 23 303 SH | 11 de septiembre de 2026 | Diario |
| IPAC · iShares Trust | 0,01% | 85 751 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 1 896 NS | 31 de julio de 2026 | N-PORT |
| IUSG · iShares Trust | 0,01% | 25 693 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 37 691 SH | 11 de septiembre de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 8 012 SH | 5 de octubre de 2026 | Diario |
| IYY · iShares Trust | 0,01% | 2 277 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 15 113 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 720 987 SH | 19 de agosto de 2026 | Diario |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 277 133 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 277 331 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 8 994 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 4 555 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 16 593 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 12 324 SH | 19 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 69 512 SH | 11 de septiembre de 2026 | Diario |
| IEFA · iShares Trust | 0,00% | 2 513 643 SH | 11 de septiembre de 2026 | Diario |
| IXUS · iShares Trust | 0,00% | 154 199 SH | 11 de septiembre de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 3 816 902 SH | 19 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,00% | 2 651 768 SH | 19 de agosto de 2026 | Diario |
| VSGX · VANGUARD WORLD FUND | 0,00% | 51 200 SH | 19 de agosto de 2026 | Diario |
| IJH · iShares Trust | · | 1 902 353 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 166 491 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 130 214 SH | 2 de septiembre de 2026 | Diario |
| IAI · iShares Trust | · | 66 859 SH | 11 de septiembre de 2026 | Diario |
| XJH · iShares Trust | · | 7 424 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 2 453 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 34 717 SH | 11 de septiembre de 2026 | Diario |
HLI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
8 analistas · 2026-10-02Objetivo medio $153.00 +19,6%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HLI | · | 23.1 | 9.6% | 16.3% | 18.6% | · |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | · |
| SF | · | 14.2 | 6.7% | 10.8% | 11.7% | · |
| JEF | · | 20.3 | 2.9% | 6.3% | 6.6% | · |
| EVR | · | 24.2 | 29.5% | 15.3% | 31.7% | · |
| VIRT | · | 6.5 | 26.2% | 12.9% | 58.4% | · |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| BGC | · | 28.8 | 30.0% | · | · | · |
| PIPR | $1.43B | 5.4 | 24.3% | 14.8% | 21.6% | · |
| MC | · | · | · | · | 51.4% | · |
| BULL | · | -6.3 | · | 4.3% | -4.0% | · |
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