HSTM HealthStream, Inc. - Common Stock
HSTM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
HSTM Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 17 de agosto de 2026 | $0,0350 |
| 18 de mayo de 2026 | $0,0350 |
| 9 de marzo de 2026 | $0,0350 |
| 17 de noviembre de 2025 | $0,0310 |
| 18 de agosto de 2025 | $0,0310 |
| 19 de mayo de 2025 | $0,0310 |
| 10 de marzo de 2025 | $0,0310 |
| 4 de noviembre de 2024 | $0,0280 |
| 5 de agosto de 2024 | $0,0280 |
| 3 de mayo de 2024 | $0,0280 |
| 8 de marzo de 2024 | $0,0280 |
| 8 de diciembre de 2023 | $0,0250 |
| 15 de septiembre de 2023 | $0,0250 |
| 9 de junio de 2023 | $0,0250 |
| 14 de abril de 2023 | $0,0250 |
| 5 de marzo de 2018 | $1,0000 |
HSTM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 27,3%
- Compra 4 36,4%
- Mantener 4 36,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-18Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.23 | $0.17 | 0.06% |
| 31 de marzo de 2026 | $0.20 | $0.17 | 0.03% |
| 31 de diciembre de 2025 | $0.18 | $0.11 | 0.07% |
| 30 de septiembre de 2025 | $0.20 | $0.18 | 0.02% |
| 30 de junio de 2025 | $0.18 | $0.16 | 0.02% |
| 31 de marzo de 2025 | $0.14 | $0.16 | -0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | — |
| SDGR | — | -12.7 | 23.3% | -40.4% | -29.2% | 55.7% |
| GDRX | — | 30.1 | 0.57% | 3.8% | 4.8% | — |
| CERT | $1.40B | -881.0 | 8.8% | -0.38% | -0.15% | — |
| TDOC | $1.25B | -6.1 | -1.5% | -7.9% | -14.3% | — |
| PHR | — | 335.8 | 14.5% | 0.48% | 0.73% | — |
| CTEV | $708M | -2.5 | 3.7% | -29.4% | 265.9% | — |
| EVH | — | -0.8 | -26.6% | -28.5% | -81.5% | — |
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $304M | $292M | $279M | $267M | $257M | $245M | $254M | $232M | $215M | $192M | $209M | $171M | |
| R&D Expense | $51M | $49M | $46M | $44M | $42M | $32M | $29M | $26M | $24M | $24M | $24M | $16M | |
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | · | $23M | |
| Operating Expenses | $284M | $270M | $263M | $254M | $249M | $229M | $239M | $216M | $205M | $185M | $195M | $154M | |
| Operating Income | $20M | $21M | $16M | $12M | $8M | $16M | $15M | $15M | $9M | $7M | $14M | $16M | |
| Other Non-op | $-358.0K | $-318.0K | $136.0K | $3M | $-289.0K | $2M | $3M | $1M | $733.0K | $581.0K | $162.0K | $146.0K | |
| Pretax Income | $23M | $25M | $19M | $16M | $8M | $18M | $18M | $17M | $10M | $8M | $14M | $17M | |
| Income Tax | $5M | $5M | $3M | $3M | $2M | $4M | $4M | $3M | $1M | $3M | $5M | $6M | |
| Net Income | $18M | $20M | $15M | $12M | $6M | $14M | $16M | $32M | $10M | $4M | $9M | $10M | |
| EPS (Basic) | $0.61 | $0.66 | $0.50 | $0.39 | $0.19 | $0.44 | $0.49 | $1.00 | $0.31 | $0.12 | $0.29 | $0.38 | |
| EPS (Diluted) | $0.61 | $0.66 | $0.50 | $0.39 | $0.18 | $0.44 | $0.49 | $1.00 | $0.31 | $0.12 | $0.28 | $0.37 | |
| Shares (Basic) | 30,018,000 | 30,386,000 | 30,571,000 | 30,648,000 | 31,534,000 | 31,960,000 | 32,372,000 | 32,264,000 | 31,861,000 | 31,721,000 | 30,057,000 | 27,570,000 | |
| Shares (Diluted) | 30,144,000 | 30,544,000 | 30,673,000 | 30,717,000 | 31,618,000 | 31,989,000 | 32,428,000 | 32,335,000 | 32,196,000 | 32,068,000 | 30,436,000 | 28,023,000 | |
| EBITDA | $64M | $63M | $57M | $50M | $45M | $46M | $43M | $40M | $36M | $28M | $31M | $27M |
Balance general 24
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $36M | $59M | $40M | $46M | $47M | $37M | $132M | $134M | $85M | $50M | $82M | $82M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $46M | $54M | $67M | $39M | |
| Receivables | $32M | $30M | $34M | $37M | $30M | $41M | $28M | $38M | $37M | $45M | $36M | $33M | |
| Prepaid Expense | $24M | $21M | · | · | · | · | · | · | · | · | · | · | |
| Other Current Assets | $7M | $2M | $3M | $3M | $11M | $13M | $9M | $18M | $8M | $9M | $8M | $6M | |
| Current Assets | $120M | $153M | $130M | $114M | $107M | $115M | $225M | $241M | $200M | $177M | $210M | $175M | |
| PP&E (Net) | $11M | $11M | $13M | $15M | $18M | $22M | $26M | $16M | $8M | $10M | $12M | $9M | |
| PP&E (Gross) | $32M | $30M | $33M | $36M | $36M | $41M | $45M | $37M | $32M | $31M | $32M | $36M | |
| Accum. Depreciation | $21M | $19M | $20M | $20M | $18M | $19M | $19M | $21M | $24M | $21M | $19M | $26M | |
| Goodwill | $218M | $191M | $191M | $192M | $183M | $178M | $102M | $86M | $86M | $86M | $83M | $42M | |
| Intangibles | $65M | $56M | $68M | $82M | $89M | $101M | $60M | $59M | $68M | $78M | $56M | $15M | |
| Other Non-current Assets | $47M | $39M | $726.0K | $1M | $1M | $2M | $874.0K | $783.0K | $754.0K | $603.0K | $927.0K | $2M | |
| Total Assets | $520M | $511M | $500M | $498M | $487M | $500M | $490M | $442M | $411M | $396M | $380M | $257M | |
| Accounts Payable | $8M | $7M | $7M | $7M | $5M | $9M | $5M | $8M | $4M | $3M | $5M | $5M | |
| Accrued Liabilities | $11M | $10M | $13M | $25M | $16M | $20M | $18M | $17M | $10M | $8M | $7M | $7M | |
| Current Liabilities | $124M | $116M | $118M | $117M | $100M | $119M | $105M | $107M | $101M | $95M | $89M | $77M | |
| Capital Leases | $15M | $17M | $20M | $23M | $26M | $28M | $31M | · | · | · | · | · | |
| Deferred Tax | $18M | $15M | $16M | $18M | $18M | $15M | $13M | $11M | $2M | $6M | $5M | $6M | |
| Other Non-current Liabilities | $8M | $2M | $2M | $2M | $1M | $2M | $357.0K | $2M | $1M | $1M | $1M | $3M | |
| Retained Earnings | $124M | $109M | $92M | $80M | $68M | $62M | $48M | $32M | $18M | $5M | $2M | $-7M | |
| AOCI | $-1M | $-2M | $-691.0K | $-981.0K | $106.0K | $1.0K | $4.0K | $-23.0K | $-38.0K | $-51.0K | $-70.0K | $-37.0K | |
| Stockholders' Equity | $354M | $359M | $341M | $334M | $339M | $334M | $338M | $319M | $300M | $286M | $280M | $168M | |
| Liabilities + Equity | $520M | $511M | $500M | $498M | $487M | $500M | $490M | $442M | $411M | $396M | $380M | $257M | |
| Shares Outstanding | 29,579,000 | 30,432,000 | 30,298,000 | 30,579,000 | 31,327,000 | 31,500,000 | 32,379,000 | 32,325,000 | 31,908,000 | 31,748,000 | 31,647,000 | 27,677,000 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $43M | $41M | $41M | $38M | $37M | $30M | $28M | $24M | $24M | $20M | $17M | $11M | |
| Stock-based Comp | $8M | $4M | $4M | $4M | $5M | $2M | $4M | $2M | $2M | $2M | $3M | · | |
| Deferred Tax | $5M | $-1M | $-2M | $710.0K | $2M | $4M | $2M | $3M | $-2M | $1M | $392.0K | $1M | |
| Amort. of Intangibles | $14M | $13M | $15M | $14M | $14.9K | $10M | $10M | $9M | $9M | $7.4K | $6M | $2M | |
| Other Non-cash | $-12M | $-7M | $5M | $-3M | $-7M | $-15M | $16M | $-18M | $11M | $-4M | $9M | $12M | |
| Operating Cash Flow | $63M | $58M | $64M | $51M | $42M | $36M | $66M | $43M | $47M | $24M | $35M | $34M | |
| CapEx | $4M | $1M | $2M | $2M | $3M | $2M | $22M | $7M | $6M | $5M | $8M | $5M | |
| Investing Cash Flow | $-50M | $-34M | $-57M | $-28M | $-26M | $-110M | $-68M | $37M | $-12M | $-57M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $98M | · | |
| Stock Repurchased | $30M | $0 | $9M | $23M | $5M | $20M | $0 | · | · | · | · | · | |
| Net Stock Activity | $-30M | $0 | $-9M | $-23M | $-5M | $-20M | · | · | · | · | $98M | · | |
| Dividends Paid | $4M | $3M | $3M | $0 | $19.0K | $40.0K | $58.0K | $32M | · | · | · | · | |
| Financing Cash Flow | $-36M | $-5M | $-13M | $-24M | $-6M | $-20M | $-916.0K | $-30M | $1.0K | $46.0K | · | · | |
| Net Change in Cash | $-23M | $19M | $-6M | $-882.0K | $10M | $-95M | $-3M | $50M | $35M | $-32M | $15.0K | $22M | |
| Taxes Paid | $2M | $9M | $3M | $718.0K | $-92.0K | $877.0K | $630.0K | $17M | $638.0K | $2M | $3M | $2M | |
| Free Cash Flow | $60M | $56M | $62M | $49M | $39M | $34M | $44M | $36M | $41M | $19M | $27M | $30M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 6.7% | 7.3% | 5.7% | 4.7% | 3.1% | 6.5% | 5.8% | 6.7% | 4.0% | 2.5% | 6.5% | 9.6% | |
| Net Margin | 6.0% | 6.9% | 5.5% | 4.5% | 2.3% | 5.8% | 6.2% | 13.9% | 4.0% | 1.7% | 4.1% | 6.1% | |
| Pretax Margin | 7.6% | 8.5% | 6.6% | 5.8% | 3.0% | 7.3% | 7.1% | 7.2% | 4.2% | 2.7% | 6.6% | 9.7% | |
| EBITDA Margin | 20.9% | 21.4% | 20.5% | 18.9% | 17.5% | 18.8% | 16.8% | 17.2% | 14.6% | 12.3% | 14.6% | 16.0% | |
| ROA | 3.6% | 4.0% | 3.0% | 2.5% | 1.2% | 2.9% | 3.4% | 7.5% | 2.5% | 0.97% | 2.7% | 4.4% | |
| ROE | 5.2% | 5.6% | 4.5% | 3.6% | 1.7% | 4.2% | 4.7% | 10.2% | 3.4% | 1.3% | 3.9% | 6.6% | |
| ROIC | 4.5% | 4.8% | 3.9% | 2.9% | 1.8% | 3.7% | 3.5% | 3.9% | 3.1% | 1.2% | 3.0% | 6.1% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.3 | 1.1 | 1.0 | 1.1 | 1.0 | 2.1 | 2.3 | 2.0 | 1.9 | 2.4 | 2.3 | |
| Quick Ratio | 0.6 | 0.8 | 0.6 | 0.7 | 0.8 | 0.6 | 1.5 | 1.6 | 1.7 | 1.6 | 2.1 | 1.5 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | 0.7 | 0.7 | |
| Receivables Turnover | 9.8 | 9.0 | 7.9 | 8.0 | 7.2 | 7.2 | 7.7 | 6.2 | 5.8 | 5.6 | 6.0 | 5.8 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.3% | 4.5% | 4.6% | 3.9% | 4.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.5% | 4.3% | 4.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -7.6% | 32.0% | 28.2% | 116.7% | -59.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 16.1% | 54.2% | 4.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -8.3% | 31.5% | 25.8% | 106.9% | -58.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 14.9% | 50.7% | 2.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 147.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $304M | $292M | $279M | $267M | $257M | $245M | $254M | $232M | $215M | $192M | $209M | $171M | |
| Net Income TTM | $18M | $20M | $15M | $12M | $6M | $14M | $16M | $32M | $10M | $4M | $9M | $10M | |
| Market Cap | $682M | $968M | $819M | $760M | $825M | $688M | $881M | $781M | $739M | $795M | $696M | $816M | |
| P/E | 37.8 | 48.2 | 54.1 | 63.7 | 146.4 | 49.6 | 55.5 | 24.1 | 74.7 | 208.8 | 78.6 | 79.7 | |
| P/S | 2.2 | 3.3 | 2.9 | 2.8 | 3.2 | 2.8 | 3.5 | 3.4 | 3.4 | 4.1 | 3.3 | 4.8 | |
| P/B | 1.9 | 2.7 | 2.4 | 2.3 | 2.4 | 2.1 | 2.6 | 2.4 | 2.5 | 2.8 | 2.5 | 4.9 | |
| P / Tangible Book | 9.5 | 8.6 | 10.1 | 12.6 | 12.3 | 12.5 | · | · | · | · | · | · | |
| P / Cash Flow | 10.8 | 16.8 | 12.8 | 14.8 | 19.5 | 19.2 | 13.4 | 18.1 | 15.8 | 32.8 | 19.9 | 23.8 | |
| P / FCF | 11.4 | 17.2 | 13.3 | 15.4 | 21.2 | 20.3 | 20.2 | 21.6 | 18.2 | 41.5 | 26.0 | 27.5 | |
| Dividend Yield | 0.54% | 0.35% | 0.38% | 0.00% | 0.00% | 0.01% | 0.01% | 4.1% | · | · | · | · | |
| Earnings Yield | 2.6% | 2.1% | 1.8% | 1.6% | 0.68% | 2.0% | 1.8% | 4.1% | 1.3% | 0.48% | 1.3% | 1.3% | |
| Payout Ratio | 20.2% | 17.0% | 20.1% | 0.00% | 0.33% | 0.28% | 0.37% | 100.4% | · | · | · | · | |
| Annual Payout | $4M | $3M | $3M | $0 | $19.0K | $40.0K | $58.0K | $32M | · | · | · | · |
Estado de resultados 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $84M | $81M | $80M | $76M | $74M | $73M | $74M | $73M | $72M | $73M | $71M | $70M | $69M | $69M | $69M | $67M | |
| R&D Expense | $14M | $14M | $15M | $12M | $12M | $12M | $13M | $12M | $12M | $12M | $12M | $11M | $11M | $12M | $12M | $11M | |
| Operating Expenses | $75M | $74M | $77M | $69M | $69M | $69M | $70M | $67M | $67M | $67M | $66M | $65M | $65M | $66M | $65M | $65M | |
| Operating Income | $8M | $8M | $2M | $8M | $6M | $4M | $5M | $6M | $4M | $6M | $4M | $5M | $4M | $3M | $3M | $2M | |
| Other Non-op | $-100.0K | $-106.0K | $-217.0K | $-103.0K | $23.0K | $-61.0K | $-186.0K | $-26.0K | $-55.0K | $-51.0K | $-1M | $590.0K | $492.0K | $250.0K | $-254.0K | $3M | |
| Pretax Income | $9M | $8M | $3M | $8M | $7M | $5M | $5M | $7M | $5M | $7M | $5M | $5M | $4M | $3M | $3M | $5M | |
| Income Tax | $2M | $2M | $316.0K | $2M | $1M | $916.0K | $594.0K | $2M | $1M | $1M | $827.0K | $2M | $367.0K | $518.0K | $820.0K | $1M | |
| Net Income | $7M | $6M | $3M | $6M | $5M | $4M | $5M | $6M | $4M | $5M | $5M | $4M | $4M | $3M | $2M | $4M | |
| EPS (Basic) | $0.23 | $0.20 | $0.09 | $0.20 | $0.18 | $0.14 | $0.16 | $0.19 | $0.14 | $0.17 | $0.15 | $0.13 | $0.13 | $0.09 | $0.08 | $0.12 | |
| EPS (Diluted) | $0.23 | $0.20 | $0.09 | $0.20 | $0.18 | $0.14 | $0.16 | $0.19 | $0.14 | $0.17 | $0.15 | $0.13 | $0.13 | $0.09 | $0.08 | $0.12 | |
| Shares (Basic) | 29,230,000 | 29,376,000 | -60,434,000 | 29,688,000 | 30,320,000 | 30,444,000 | -60,737,000 | 30,409,000 | 30,401,000 | 30,313,000 | -61,387,000 | 30,683,000 | 30,684,000 | 30,591,000 | -61,368,000 | 30,570,000 | |
| Shares (Diluted) | 29,314,000 | 29,424,000 | -60,704,000 | 29,811,000 | 30,450,000 | 30,587,000 | -60,990,000 | 30,590,000 | 30,526,000 | 30,418,000 | -61,530,000 | 30,769,000 | 30,775,000 | 30,659,000 | -61,433,000 | 30,662,000 | |
| EBITDA | $20M | $19M | · | $18M | $17M | $15M | · | $17M | $15M | $16M | · | $15M | $14M | $13M | · | $12M |
Balance general 23
| 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 | $46M | $49M | $36M | $54M | $52M | $77M | $59M | $57M | $46M | $52M | · | $44M | $26M | $49M | · | $48M | |
| Receivables | $31M | $38M | $32M | $28M | $27M | $31M | $30M | $26M | $32M | $40M | · | $30M | $35M | $42M | · | $26M | |
| Prepaid Expense | $27M | $23M | · | $21M | $22M | $20M | · | · | · | · | · | · | · | · | · | · | |
| Other Current Assets | · | · | $7M | · | · | · | $2M | $3M | $3M | $2M | · | $10M | $11M | $8M | · | $11M | |
| Current Assets | $130M | $133M | $120M | $148M | $144M | $170M | $153M | $146M | $139M | $147M | · | $127M | $118M | $125M | · | $104M | |
| PP&E (Net) | $10M | $10M | $11M | $11M | $12M | $11M | $11M | $11M | $12M | $13M | · | $14M | $14M | $15M | · | $16M | |
| PP&E (Gross) | · | · | $32M | · | · | · | $30M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $21M | · | · | · | $19M | $22M | $21M | $20M | · | $23M | $22M | $21M | · | $21M | |
| Goodwill | $213M | $213M | $218M | $192M | $192M | $191M | $191M | $191M | $191M | $191M | $191M | $191M | $191M | $191M | $192M | $188M | |
| Intangibles | $60M | $64M | $65M | · | · | · | $56M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $48M | $48M | $47M | · | · | · | $39M | $584.0K | $611.0K | $782.0K | · | $472.0K | $494.0K | $662.0K | · | $798.0K | |
| Total Assets | $522M | $527M | $520M | $500M | $500M | $524M | $511M | $503M | $500M | $512M | · | $498M | $493M | $503M | · | $481M | |
| Accounts Payable | $7M | $5M | $8M | $4M | $4M | $3M | $7M | $4M | $6M | $5M | · | $4M | $22M | $20M | · | $22M | |
| Accrued Liabilities | $12M | $14M | $11M | $11M | $12M | $10M | $10M | $17M | $15M | $17M | · | $21M | · | · | · | · | |
| Current Liabilities | $123M | $137M | $124M | $112M | $115M | $126M | $116M | $111M | $112M | $126M | · | $115M | $109M | $121M | · | $105M | |
| Capital Leases | $13M | $14M | $15M | $15M | $16M | $17M | $17M | $18M | $19M | $19M | · | $21M | $22M | $23M | · | $24M | |
| Deferred Tax | $22M | $18M | $18M | $20M | $15M | $15M | $15M | $15M | $16M | $17M | · | $15M | $17M | $19M | · | $19M | |
| Other Non-current Liabilities | $6M | $6M | $8M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $1M | |
| Retained Earnings | $134M | $128M | $124M | $122M | $117M | $112M | $109M | $105M | $100M | $97M | · | $89M | $85M | $82M | · | $78M | |
| AOCI | $-2M | $-2M | $-1M | $-2M | $-1M | $-2M | $-2M | $-884.0K | $-1M | $-1M | · | $-1M | $-889.0K | $-1M | · | $-1M | |
| Stockholders' Equity | $357M | $352M | $354M | $349M | $351M | $363M | $359M | $355M | $349M | $345M | $341M | $342M | $341M | $336M | $334M | $330M | |
| Liabilities + Equity | $522M | $527M | $520M | $500M | $500M | $524M | $511M | $503M | $500M | $512M | · | $498M | $493M | $503M | · | $481M | |
| Shares Outstanding | 29,240,000 | 29,305,000 | 29,579,000 | 29,652,000 | 29,897,000 | 30,525,000 | 30,432,000 | 30,415,000 | 30,408,000 | 30,398,000 | · | · | · | · | · | · |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $11M | $11M | $11M | $11M | $10M | $10M | $10M | $10M | $11M | $10M | $10M | $10M | $10M | $10M | |
| Stock-based Comp | $1M | $1M | $5M | $794.0K | $836.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $945.0K | $945.0K | $918.0K | |
| Deferred Tax | $4M | $0 | $62.0K | $5M | $-284.0K | $751.0K | $-154.0K | $-418.0K | $-1M | $771.0K | $909.0K | $-2M | $-1M | $800.0K | $-515.0K | $136.0K | |
| Other Non-cash | · | $9M | · | · | · | $10M | · | · | · | $4M | · | · | · | $6M | · | · | |
| Operating Cash Flow | $13M | $27M | $13M | $18M | $5M | $27M | $11M | $19M | $6M | $21M | $14M | $25M | $5M | $21M | $8M | $15M | |
| CapEx | $910.0K | $740.0K | $204.0K | $109.0K | $2M | $1M | $203.0K | $284.0K | $172.0K | $742.0K | $346.0K | $472.0K | $503.0K | $879.0K | $198.0K | $389.0K | |
| Investing Cash Flow | $-12M | $-6M | $-23M | $-9M | $-11M | $-7M | $-8M | $-7M | $-12M | $-7M | $-9M | $-4M | $-26M | $-17M | $-10M | $-4M | |
| Stock Repurchased | $3M | $7M | $5M | $7M | $18M | $0 | $0 | $0 | · | · | $7M | $2M | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-7M | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $1M | $1M | $891.0K | $919.0K | $947.0K | $943.0K | $849.0K | $851.0K | $851.0K | $849.0K | $799.0K | $767.0K | $2M | $0 | · | $0 | |
| Financing Cash Flow | $-4M | $-8M | $-7M | $-8M | $-19M | $-2M | $-1M | $-922.0K | $-857.0K | $-2M | $-8M | $-2M | $-2M | $-791.0K | $-47.0K | $-20.0K | |
| Net Change in Cash | $-3M | $13M | $-17M | $1M | $-25M | $18M | $2M | $11M | $-6M | $12M | $-4M | $18M | $-23M | $3M | $-2M | $11M | |
| Free Cash Flow | · | $26M | · | · | · | $26M | · | · | · | $20M | · | · | · | $20M | · | · |
Rentabilidad 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 9.9% | 9.2% | · | 9.9% | 7.9% | 6.0% | · | 8.9% | 6.2% | 7.8% | · | 6.9% | 5.8% | 4.2% | · | 3.5% | |
| Net Margin | 8.0% | 7.3% | · | 8.0% | 7.2% | 5.9% | · | 7.8% | 5.8% | 7.2% | · | 5.5% | 6.0% | 3.8% | · | 5.5% | |
| Pretax Margin | 10.4% | 9.6% | · | 10.8% | 9.2% | 7.1% | · | 10.2% | 7.4% | 9.0% | · | 7.8% | 6.5% | 4.6% | · | 7.3% | |
| EBITDA Margin | 23.4% | 23.2% | · | 24.0% | 22.5% | 20.6% | · | 22.7% | 20.7% | 22.0% | · | 21.7% | 20.6% | 18.6% | · | 17.8% | |
| ROA | 1.3% | 1.1% | · | 1.2% | 1.1% | 0.84% | · | 1.1% | 0.84% | 1.0% | · | 0.79% | 0.85% | 0.53% | · | 0.75% | |
| ROE | 1.9% | 1.7% | · | 1.7% | 1.5% | 1.2% | · | 1.6% | 1.2% | 1.5% | · | 1.1% | 1.2% | 0.80% | · | 1.1% | |
| ROIC | 1.8% | 1.6% | · | 1.6% | 1.3% | 1.0% | · | 1.4% | 0.99% | 1.3% | · | 1.0% | 1.1% | 0.72% | · | 0.54% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.0 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.0 | · | 1.0 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.9 | · | 0.8 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.7 | · | 0.7 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.9 | 2.3 | · | 2.8 | 2.5 | 2.1 | · | 2.6 | 2.1 | 1.8 | · | 2.5 | 2.2 | 1.8 | · | 2.5 |
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 | $316M | $306M | · | $297M | $293M | $291M | · | $288M | $284M | $281M | · | $276M | $271M | $267M | · | $262M | |
| Net Income TTM | $24M | $22M | · | $22M | $20M | $19M | · | $19M | $17M | $16M | · | $14M | $14M | $12M | · | $11M | |
| Market Cap | $797M | $607M | · | $837M | $827M | $982M | · | $877M | $848M | $810M | · | · | · | · | · | · | |
| P/E | 33.6 | 28.8 | · | 39.8 | 42.6 | 50.3 | · | 45.8 | 48.9 | 51.3 | · | 45.9 | 55.8 | 67.8 | · | 59.1 | |
| P/S | 2.5 | 2.0 | · | 2.8 | 2.8 | 3.4 | · | 3.0 | 3.0 | 2.9 | · | · | · | · | · | · | |
| P/B | 2.2 | 1.7 | · | 2.4 | 2.4 | 2.7 | · | 2.5 | 2.4 | 2.4 | · | · | · | · | · | · | |
| P / Tangible Book | 9.5 | 8.0 | · | 5.3 | 5.2 | 5.7 | · | 5.3 | 5.4 | 5.3 | · | · | · | · | · | · | |
| P / Cash Flow | · | 22.4 | · | · | · | 36.3 | · | · | · | 38.7 | · | · | · | · | · | · | |
| P / FCF | · | 23.0 | · | · | · | 37.8 | · | · | · | 40.1 | · | · | · | · | · | · | |
| Earnings Yield | 3.0% | 3.5% | · | 2.5% | 2.4% | 2.0% | · | 2.2% | 2.0% | 1.9% | · | 2.2% | 1.8% | 1.5% | · | 1.7% | |
| Payout Ratio | · | 17.4% | · | · | · | 21.8% | · | · | · | 16.2% | · | · | · | · | · | · |
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 | $304M | $292M | $279M | $267M | $257M |
| Margen Operativo % | 6.7% | 7.3% | 5.7% | 4.7% | 3.1% |
| Beneficio neto | $18M | $20M | $15M | $12M | $6M |
| EPS Diluido | $0.61 | $0.66 | $0.50 | $0.39 | $0.18 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 1.0 | 1.3 | 1.1 | 1.0 | 1.1 |
| Ratio Rápido | 0.6 | 0.8 | 0.6 | 0.7 | 0.8 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $60M | $56M | $62M | $49M | $39M |
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
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) 236 declarantes · $393.1M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 50 (+14 vs trimestre anterior) | 19 (-12 vs trimestre anterior) | 69 (-2 vs trimestre anterior) | 59 (+8 vs trimestre anterior) | +1.8M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $40 504 645 | 1 486 409 | 10,30% | Acciones |
| Copeland Capital Management, LLC | $34 018 467 | 1 248 384 | 8,65% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $28 484 371 | 1 045 298 | 7,25% | Acciones |
| STATE STREET CORP | $27 363 633 | 1 004 170 | 6,96% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $23 994 797 | 880 543 | 6,10% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $21 952 164 | 805 584 | 5,58% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $18 804 200 | 689 966 | 4,78% | Acciones |
| First Eagle Investment Management, LLC | $16 129 221 | 591 898 | 4,10% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11 816 990 | 433 651 | 3,01% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $11 526 750 | 423 000 | 2,93% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $6 565 888 | 240 950 | 1,67% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6 477 598 | 237 710 | 1,65% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $6 455 122 | 236 885 | 1,64% | Acciones |
| TWO SIGMA ADVISERS, LP | $5 419 143 | 234 900 | 1,38% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $5 218 484 | 191 504 | 1,33% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $5 164 934 | 189 539 | 1,31% | Acciones |
| FMR LLC | $4 506 796 | 165 387 | 1,15% | Acciones |
| Bank of New York Mellon Corp | $4 425 100 | 162 389 | 1,13% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $4 257 131 | 156 225 | 1,08% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $4 152 028 | 152 368 | 1,06% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $4 080 000 | 150 000 | 1,04% | Acciones |
| Man Group plc | $3 894 216 | 142 907 | 0,99% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3 724 748 | 136 688 | 0,95% | Acciones |
| VANGUARD GROUP INC | $3 592 207 | 155 709 | 0,91% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $3 460 832 | 127 003 | 0,88% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 306 570 | 121 342 | 0,84% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 130 998 | 114 899 | 0,80% | Acciones |
| Public Sector Pension Investment Board | $2 844 192 | 104 374 | 0,72% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $2 674 642 | 98 152 | 0,68% | Acciones |
| CONNORS INVESTOR SERVICES INC | $2 653 905 | 97 391 | 0,68% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 585 700 | 94 888 | 0,66% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 496 645 | 91 620 | 0,64% | Acciones |
| MORGAN STANLEY | $2 441 137 | 89 583 | 0,62% | Acciones |
| PINNACLE FINANCIAL PARTNERS INC | $2 343 835 | 82 997 | 0,60% | Acciones |
| Pinnacle Financial Partners, Inc. | $2 261 668 | 82 997 | 0,58% | Acciones |
| SEI INVESTMENTS CO | $2 123 484 | 77 926 | 0,54% | Acciones |
| Engineers Gate Manager LP | $2 099 558 | 77 048 | 0,53% | Acciones |
| Quantinno Capital Management LP | $2 057 757 | 75 514 | 0,52% | Acciones |
| GLOBEFLEX CAPITAL L P | $1 988 923 | 72 988 | 0,51% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 984 291 | 72 818 | 0,50% | Acciones |
| Numerai GP LLC | $1 894 802 | 69 534 | 0,48% | Acciones |
| CAMBIAR INVESTORS LLC | $1 844 662 | 67 694 | 0,47% | Acciones |
| Campbell & CO Investment Adviser LLC | $1 814 877 | 66 601 | 0,46% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 727 650 | 63 400 | 0,44% | Acciones |
| RHUMBLINE ADVISERS | $1 566 504 | 57 487 | 0,40% | Acciones |
| BlackRock, Inc. | $1 498 914 | 55 006 | 0,38% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $1 475 097 | 54 132 | 0,38% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 445 258 | 53 037 | 0,37% | Acciones |
| Bridge City Capital, LLC | $1 410 596 | 51 765 | 0,36% | Acciones |
| KLP KAPITALFORVALTNING AS | $1 365 225 | 50 100 | 0,35% | Acciones |
| Swiss National Bank | $1 286 200 | 47 200 | 0,33% | Acciones |
| Hillsdale Investment Management Inc. | $1 194 614 | 43 839 | 0,30% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $1 027 407 | 37 703 | 0,26% | Acciones |
| Legal & General Group Plc | $979 147 | 35 932 | 0,25% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $966 830 | 35 480 | 0,25% | Acciones |
| MARSHALL WACE, LLP | $882 246 | 32 376 | 0,22% | Acciones |
| Horizon Investments, LLC | $878 922 | 32 254 | 0,22% | Acciones |
| AlphaQuest LLC | $814 671 | 35 313 | 0,21% | Acciones |
| PRUDENTIAL FINANCIAL INC | $804 774 | 29 533 | 0,20% | Acciones |
| Cerity Partners LLC | $801 342 | 29 407 | 0,20% | Acciones |
| Cetera Investment Advisers | $727 599 | 26 701 | 0,19% | Acciones |
| EntryPoint Capital, LLC | $714 440 | 26 218 | 0,18% | Acciones |
| Nebula Research & Development LLC | $599 305 | 21 659 | 0,15% | Acciones |
| GAMMA Investing LLC | $561 623 | 20 610 | 0,14% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $558 789 | 20 506 | 0,14% | Acciones |
| Callan Family Office, LLC | $552 412 | 20 272 | 0,14% | Acciones |
| Formidable Asset Management, LLC | $530 803 | 19 479 | 0,14% | Acciones |
| Graham Capital Management, L.P. | $528 923 | 19 410 | 0,13% | Acciones |
| VARCOV Co. | $516 551 | 18 956 | 0,13% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $493 770 | 18 120 | 0,13% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $482 543 | 23 300 | 0,12% | Acciones |
| FIRST TRUST ADVISORS LP | $473 090 | 17 361 | 0,12% | Acciones |
| DIVERSIFIED TRUST CO | $459 653 | 16 868 | 0,12% | Acciones |
| STRS OHIO | $455 075 | 16 700 | 0,12% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $436 681 | 16 025 | 0,11% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $435 101 | 15 967 | 0,11% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $433 481 | 20 931 | 0,11% | Acciones |
| Amundi | $427 580 | 15 691 | 0,11% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $405 616 | 14 885 | 0,10% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $400 712 | 14 705 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $397 223 | 14 577 | 0,10% | Acciones |
| Jump Financial, LLC | $394 825 | 14 489 | 0,10% | Acciones |
| Walleye Capital LLC | $378 830 | 13 902 | 0,10% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $364 578 | 13 379 | 0,09% | Acciones |
| Corient Private Wealth LP | $362 509 | 13 303 | 0,09% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $340 750 | 12 135 | 0,09% | Acciones |
| State of Wyoming | $339 154 | 12 446 | 0,09% | Acciones |
| Sanctuary Advisors, LLC | $333 704 | 12 246 | 0,08% | Acciones |
| FIFTH THIRD BANCORP | $330 788 | 12 139 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $328 335 | 12 049 | 0,08% | Acciones |
| Jain Global LLC | $327 000 | 12 000 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $308 797 | 11 332 | 0,08% | Acciones |
| Diametric Capital, LP | $300 758 | 11 037 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $299 914 | 11 006 | 0,08% | Acciones |
| CITADEL ADVISORS LLC | $282 937 | 10 383 | 0,07% | Acciones |
| Vise Technologies, Inc. | $282 637 | 10 372 | 0,07% | Acciones |
| NJ State Employees Deferred Compensation Plan | $282 400 | 10 000 | 0,07% | Acciones |
| Robeco Institutional Asset Management B.V. | $280 375 | 10 289 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $277 950 | 10 200 | 0,07% | Acciones |
| MANGROVE PARTNERS IM, LLC | $266 560 | 9 782 | 0,07% | Acciones |
Informantes de la empresa 33 insiders · 17 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| FRIST ROBERT A JR | CEO | 4 de mayo de 2021 P | 4 856 450 | 0 | 0 | $0 |
| Scott Alexander Roberts | CFO and SVP | 20 de septiembre de 2021 M | 7 586 | 0 | 0 | $0 |
| Gerard M Hayden JR | Chief Financial Officer | 24 de diciembre de 2018 G | 29 751 | 0 | 0 | $0 |
| BROWNIE SUSAN | Chief Financial Officer | 30 de julio de 2007 M | 57 532 | 0 | 0 | $0 |
| Edward J Pearson | President and COO | 17 de marzo de 2021 A | 177 584 | 0 | 0 | $0 |
| PERNER FRED | Sr. Vice-President | 12 de mayo de 2005 G | 6 500 | 0 | 0 | $0 |
| POTE MICHAEL | Sr. Vice-President | 20 de mayo de 2004 M | 24 007 | 0 | 0 | $0 |
| Michael Manning Collier | Senior Vice President | 20 de septiembre de 2021 M | 19 090 | 0 | 0 | $0 |
| Trisha L Coady | Senior Vice President | 16 de agosto de 2021 M | 10 288 | 0 | 0 | $0 |
| Scott Fenstermacher | Senior Vice President | 27 de julio de 2021 M | 3 730 | 0 | 0 | $0 |
| Jeff Cunningham | Chief Technology Officer | 27 de julio de 2021 M | 9 851 | 0 | 0 | $0 |
| Michael Scott Mcquigg | Senior Vice President | 17 de marzo de 2021 A | 3 198 | 0 | 0 | $0 |
| Michael Sousa | Senior Vice President | 17 de marzo de 2021 A | 30 819 | 0 | 0 | $0 |
| Kevin P O'Hara | Senior Vice President | 17 de marzo de 2021 A | 140 200 | 0 | 0 | $0 |
| Jeffrey Doster | Chief Information Officer | 19 de marzo de 2018 M | 48 278 | 0 | 0 | $0 |
| Thomas Schultz | Senior Vice President | 22 de junio de 2017 M | 4 879 | 0 | 0 | $0 |
| NEWMAN ARTHUR E | Executive Vice President | 18 de marzo de 2015 M | 85 821 | 0 | 0 | $0 |
| REBROVICK LINDA | Consejero | 6 de julio de 2026 S | 51 329 | 0 | 3 | $-274 000 |
| Amir Alex Jahangir | Consejero | 8 de junio de 2026 M | 6 405 | 0 | 0 | $0 |
| Charles Beard Jr. | Consejero | 8 de junio de 2026 M | 1 249 | 0 | 0 | $0 |
| Tate Deborah Taylor | Consejero | 8 de junio de 2026 M | 24 699 | 0 | 0 | $0 |
| Terry Allison Rappuhn | Consejero | 8 de junio de 2026 M | 10 391 | 0 | 0 | $0 |
| MCLAREN JEFFREY L | Consejero | 8 de junio de 2026 M | 25 748 | 0 | 0 | $0 |
| DENT THOMPSON | Consejero | 8 de junio de 2026 M | 139 975 | 0 | 0 | $0 |
| Frank Gordon | Consejero | 8 de junio de 2026 M | 215 552 | 0 | 0 | $0 |
| STEAD WILLIAM | Consejero | 10 de septiembre de 2021 A | 32 721 | 0 | 0 | $0 |
| Michael D Shmerling | Consejero | 10 de septiembre de 2021 A | 122 553 | 0 | 0 | $0 |
| Martin C Harris | Consejero | 17 de marzo de 2020 M | 28 614 | 0 | 0 | $0 |
| Dale W Polley | Consejero | 15 de marzo de 2019 A | 52 726 | 0 | 0 | $0 |
| DANIELL JAMES | Consejero | 22 de diciembre de 2009 G | 50 948 | 0 | 0 | $0 |
| Ron Hinds | Consejero | 14 de agosto de 2006 A | — | 0 | 0 | $0 |
| DAYANI JOHN | Consejero | 27 de mayo de 2004 A | — | 0 | 0 | $0 |
| Fazle M Husain | Consejero | 27 de mayo de 2004 A | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 56 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0,51% | 37 926 SH | 8 de agosto de 2026 | Diario |
| PSCH · Invesco Exchange-Traded Fund Trust … | 0,34% | 20 285 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,28% | 3 470 NS | 30 de abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,25% | 6 663 NS | 30 de abril de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,19% | 28 839 SH | 8 de agosto de 2026 | Diario |
| SCOW · Pacer Funds Trust | 0,16% | 121 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,15% | 81 104 SH | 8 de agosto de 2026 | Diario |
| SMMV · iShares Trust | 0,10% | 10 242 SH | 8 de agosto de 2026 | Diario |
| IHF · iShares Trust | 0,10% | 43 081 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 22 298 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,04% | 221 559 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,04% | 47 301 NS | 31 de mayo de 2026 | N-PORT |
| XJR · iShares Trust | 0,04% | 2 748 SH | 8 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,04% | 14 188 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 20 820 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,04% | 58 646 SH | 8 de agosto de 2026 | Diario |
| IJT · iShares Trust | 0,04% | 110 746 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,04% | 1 428 179 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,03% | 102 663 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 33 069 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,03% | 81 412 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,03% | 24 301 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,03% | 188 220 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,03% | 285 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,02% | 90 137 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 624 204 SH | 8 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,02% | 15 025 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 137 393 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1 964 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,02% | 106 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 10 302 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1 122 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 94 367 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 113 606 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 268 846 SH | 8 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,01% | 69 696 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 876 NS | 31 de mayo de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,01% | 11 039 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 799 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,01% | 883 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1 095 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 050 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 66 176 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 22 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 825 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 562 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 9 731 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 7 019 SH | 8 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 5 518 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 30 327 SH | 8 de agosto de 2026 | Diario |