HURN Huron Consulting Group Inc. - Common Stock
Acerca de Huron Consulting Group Inc. - Common Stock Descripción general de la empresa de Wikipedia
Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.
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Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.
History
Huron was founded in May 2002 in Chicago, Illinois, by a group of former employees of Arthur Andersen in the wake of that firm's high-profile collapse. The firm's headquarters remain in Chicago and it has 25 global locations across North America, Europe and Asia Pacific.
In May 2004, Huron filed a registration statement with the Securities and Exchange Commission (SEC) relating to the initial public offering of its common stock. Huron Consulting Group Inc., the holding company, became a public company trading common stock on the NASDAQ Global Select Market exchange under the ticker "HURN" in October 2004.
In 2010, Huron acquired Click Commerce, a supplier of software-based applications and professional services to academic medical centers and research institutions. Terms of the acquisition were not disclosed.
In September 2013, Huron acquired Blue Stone International, LLC, a provider of Oracle Corporation professional services. Under the terms of the agreement, Huron acquired the assets of Blue Stone for $30 million in cash.
Huron acquired three other companies in 2014, Threshold Consulting, Inc., a consulting firm that provides customer relationship management consulting, cloud-based software as a service applications, business intelligence tools and data warehousing; Vonlay, LLC, a healthcare technology consulting firm; and The Frankel Group Associates LLC, a life sciences consulting firm.
In 2015, Huron acquired a number of other companies: the India affiliate of Rittman Mead Consulting Ltd., Rittman Mead India, a data and analytics consulting firm that specializes in the implementation of enterprise performance management and analytics systems; Cloud62, a firm specializing in complex Salesforce.com implementations and related cloud-based applications Studer Group, a professional services firm that consults with healthcare providers on clinical outcomes and financial results;, and Sky Analytics, a Massachusetts-based provider of legal software for corporate law departments.
In February 2016 Huron acquired MyRounding, a firm specializing in digital health products. In May 2016, Huron acquired ADI Strategies, Inc., an enterprise performance management and business intelligence firm, while in July of that year Huron acquired Healthcare Services Management, Inc. (HSM), a healthcare information technology consultant.
In January 2017, Huron acquired Pope Woodhead & Associates, a UK-based life sciences firm.
Huron launched a college athletics business in 2020, consulting schools on finance, budgeting, conference realignment and fundraising.
In January 2022, Huron acquired AIMDATA, LLC, an enterprise information data consulting firm who specialize in Boomi.
Controversies
In 2009, the U.S. Securities and Exchange Commission (SEC) announced an investigation in Huron for a series of major accounting errors dating over several years. Six related shareholder class-action lawsuits were also filed against the company. On July 31, 2009, Huron announced that the company would restate its financial statements for 2006, 2007, 2008, and first quarter 2009. The chairman of the board and CEO Gary Holdren, CFO Gary Burge, and Chief Accounting Officer Wayne Lipski all resigned.
In 2010, Huron reached a settlement in its shareholder lawsuits in return for a payment of $38m. On July 19, 2012, Huron announced it had reached a final settlement with the SEC resolving the previously disclosed SEC investigation into the Company's August 2009 restatement of its financial statements for the years ended 2006, 2007 and 2008 and the first quarter of 2009. The Company agreed to the settlement without admitting or denying the SEC's findings, but also agreed to pay a $1m civil fine.
Huron's role in higher education restructuring has attracted criticism. The company advocates for using post-Hurricane Katrina dispossessions as a model for how universities should operate, in the form of staff and faculty layoffs, program closures, salary reductions, and hiring freezes. Peter Stokes, Managing Director of Huron's Higher Education Practice, has argued that higher education institutions should align their curriculums with corporate needs.
Huron's austerity-based recommendations led to major layoffs and the termination of many non-STEM programs at the University of Wisconsin in 2017, the University of New Hampshire in 2019, and the New School in 2022. In 2023, faculty at West Virginia University stated that Huron had provided "ill-informed consulting and faulty data" which contributed to the institution's major budget shortfall, debt crisis, and program cuts.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
HURN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
HURN 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
HURN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 5 45,5%
- Compra 5 45,5%
- Mantener 1 9,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-17Historial 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 | $2.46 | $2.22 | 0.24% |
| 31 de marzo de 2026 | $1.73 | $1.64 | 0.09% |
| 31 de diciembre de 2025 | $2.17 | $1.99 | 0.18% |
| 30 de septiembre de 2025 | $2.10 | $1.91 | 0.19% |
| 30 de junio de 2025 | $1.89 | $1.83 | 0.06% |
| 31 de marzo de 2025 | $1.68 | $1.18 | 0.50% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HURN | — | 29.6 | 11.7% | 6.2% | 20.9% | — |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| FCN | $5.27B | 20.7 | 2.4% | 7.1% | 14.9% | 32.1% |
| EXPO | — | 33.9 | 4.2% | 18.2% | 25.9% | — |
| CBZ | $2.74B | 27.6 | 52.1% | 4.2% | — | 12.9% |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
| TIC | — | — | — | — | — | — |
| ICFI | $1.56B | 17.2 | -7.3% | 4.9% | 9.0% | — |
| BKSY | — | -9.0 | 4.4% | — | — | — |
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 | $1.70B | $1.52B | $1.40B | $1.16B | $927M | $871M | $965M | $878M | $808M | $798M | $769M | $702M | |
| Cost of Revenue | · | · | · | · | $662M | $625M | $670M | $609M | $455M | $524M | $489M | $463M | |
| SG&A Expense | $318M | $287M | $258M | $210M | $178M | $171M | $203M | $181M | $175M | $160M | $158M | $133M | |
| Operating Expenses | $1.52B | $1.35B | $1.27B | $1.06B | $874M | $900M | $232M | $217M | $474M | $199M | $177M | $150M | |
| Operating Income | $179M | $169M | $125M | $100M | $53M | $-29M | $64M | $52M | $-207M | $74M | $103M | $88M | |
| Other Non-op | $-9M | $11M | $-22M | $21M | $35M | $4M | $4M | $-8M | $4M | $1M | $-2M | $400.0K | |
| Pretax Income | $135M | $154M | $84M | $109M | $80M | $-34M | $52M | $25M | $-223M | $59M | $84M | $80M | |
| Income Tax | $30M | $37M | $21M | $33M | $17M | $-10M | $11M | $11M | $-52M | $20M | $22M | $33M | |
| Net Income | $105M | $117M | $62M | $76M | $63M | $-24M | $42M | $14M | $-170M | $38M | $59M | $79M | |
| EPS (Basic) | $6.02 | $6.52 | $3.32 | $3.73 | $2.94 | $-1.09 | $1.90 | $0.63 | $-7.93 | $1.78 | $2.67 | $3.52 | |
| EPS (Diluted) | $5.84 | $6.27 | $3.19 | $3.64 | $2.89 | $-1.09 | $1.85 | $0.62 | $-7.93 | $1.76 | $2.61 | $3.45 | |
| Shares (Basic) | 17,445,000 | 17,894,000 | 18,832,000 | 20,249,000 | 21,439,000 | 21,882,000 | 21,993,000 | 21,706,000 | 21,439,000 | 21,084,000 | 22,136,000 | 22,431,000 | |
| Shares (Diluted) | 17,991,000 | 18,613,000 | 19,601,000 | 20,746,000 | 21,809,000 | 21,882,000 | 22,507,000 | 22,058,000 | 21,439,000 | 21,424,000 | 22,600,000 | 22,925,000 | |
| EBITDA | $211M | $194M | $150M | $127M | $79M | $1M | $98M | $91M | $-157M | $121M | $162M | $154M |
Balance general 24
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $25M | $22M | $12M | $12M | $21M | $67M | $12M | $33M | $17M | $17M | $58M | $257M | |
| Receivables | $187M | $198M | $163M | $148M | $122M | $88M | $117M | $110M | $102M | $94M | $85M | $76M | |
| Prepaid Expense | $34M | $28M | $28M | $26M | $15M | $17M | $14M | $14M | $11M | $13M | $28M | · | |
| Current Assets | $449M | $409M | $400M | $328M | $258M | $231M | $225M | $233M | $191M | $180M | $228M | $486M | |
| PP&E (Net) | $23M | $22M | $24M | $26M | $31M | $29M | $38M | $40M | $46M | $32M | $29M | $31M | |
| PP&E (Gross) | $71M | $75M | $84M | $84M | $94M | $90M | $119M | $123M | $116M | $100M | $94M | $124M | |
| Accum. Depreciation | $47M | $53M | $61M | $58M | $63M | $61M | $80M | $83M | $70M | $68M | $65M | $93M | |
| Goodwill | $787M | $679M | $626M | $625M | $621M | $594M | $647M | $645M | $646M | $800M | $751M | $515M | |
| Intangibles | $73M | $26M | $18M | $23M | $32M | $20M | $32M | $48M | $72M | $81M | $95M | $22M | |
| Other Non-current Assets | $135M | $117M | $92M | $73M | $68M | $62M | $52M | $31M | $25M | $25M | $21M | $20M | |
| Total Assets | $1.53B | $1.34B | $1.26B | $1.20B | $1.12B | $1.05B | $1.10B | $1.05B | $1.04B | $1.15B | $1.16B | $1.16B | |
| Accounts Payable | $12M | $12M | $10M | $14M | $14M | $648.0K | $8M | $10M | $9M | $7M | $7M | $11M | |
| Accrued Liabilities | $38M | $27M | $33M | $27M | $23M | $15M | $19M | $17M | $20M | $20M | $24M | $17M | |
| Current Liabilities | $383M | $339M | $303M | $246M | $205M | $187M | $205M | $418M | $139M | $136M | $131M | $176M | |
| Capital Leases | $24M | $30M | $39M | $46M | $54M | $62M | $69M | $0 | · | · | · | · | |
| Deferred Tax | $37M | $28M | $28M | $32M | $12M | $428.0K | $8M | $732.0K | $1M | $36M | $35M | $27M | |
| Long-term Debt | $510M | $357M | $324M | $290M | $233M | $203M | $209M | $297M | $343M | $292M | $307M | $357M | |
| Total Debt | $510M | $357M | $324M | $290M | $233M | $203M | $209M | $297M | $343M | $292M | $312M | $357M | |
| Common Stock | $205.0K | $208.0K | $212.0K | $223.0K | $239.0K | $246.0K | $247.0K | $244.0K | $241.0K | $235.0K | $241.0K | $241.0K | |
| Retained Earnings | $637M | $532M | $415M | $353M | $277M | $214M | $238M | $196M | $180M | $351M | $314M | $255M | |
| Treasury Stock | $190M | $160M | $142M | $138M | $136M | $130M | $128M | $125M | $122M | $113M | $104M | $94M | |
| AOCI | $-6M | $12M | $23M | $18M | $17M | $13M | $15M | $16M | $10M | $4M | $4M | $-3M | |
| Stockholders' Equity | $529M | $561M | $533M | $552M | $572M | $552M | $585M | $541M | $503M | $648M | $652M | $601M | |
| Liabilities + Equity | $1.53B | $1.34B | $1.26B | $1.20B | $1.12B | $1.05B | $1.10B | $1.05B | $1.04B | $1.15B | $1.16B | $1.16B |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $25M | $25M | $27M | $26M | $30M | $34M | $39M | $50M | $47M | $58M | $31M | |
| Stock-based Comp | $47M | $45M | $46M | $31M | $26M | $24M | $24M | $19M | $15M | $17M | $21M | $20M | |
| Deferred Tax | $11M | $3M | $-6M | $19M | $12M | $-10M | $9M | $11M | $-54M | $1M | $14M | $12M | |
| Amort. of Intangibles | $11M | $6M | $8M | $11M | $9M | $13M | $18M | $24M | $35M | $33M | $29M | $9M | |
| Restructuring | $9M | $10M | $12M | $10M | $12M | $21M | $2M | $4M | $6M | $10M | $3M | $3M | |
| Other Non-cash | $-1M | $12M | $8M | $-67M | $-109M | $116M | $23M | $19M | $259M | $26M | $12M | $3M | |
| Operating Cash Flow | $193M | $201M | $135M | $85M | $18M | $137M | $132M | $102M | $100M | $129M | $168M | $146M | |
| CapEx | $10M | $9M | $9M | $13M | $11M | $8M | $13M | $9M | $24M | $14M | $19M | $26M | |
| Investing Cash Flow | $-146M | $-80M | $-37M | $-20M | $-20M | $-42M | $-35M | $-19M | $-129M | · | · | · | |
| Net Debt Issued | $-955M | $-710M | $-320M | $-257M | $-205M | $-289M | $-193M | $-260M | $-241M | $-224M | $-366M | $-154M | |
| Stock Repurchased | $167M | $123M | $123M | $120M | $65M | $27M | $13M | $0 | · | · | · | · | |
| Net Stock Activity | $-167M | $-123M | $-123M | $-120M | $-65M | $-27M | · | · | · | · | · | · | |
| Financing Cash Flow | $-45M | $-112M | $-98M | $-74M | $-44M | $-40M | $-119M | $-67M | $29M | · | · | · | |
| Net Change in Cash | $3M | $10M | $315.0K | $-9M | $-46M | $56M | $-22M | $16M | $-118.0K | $-41M | $-198M | $199M | |
| Taxes Paid | $27M | $30M | $34M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $183M | $193M | $126M | $73M | $7M | $129M | $119M | $93M | $75M | $114M | $146M | $121M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.5% | 11.1% | 9.0% | 8.6% | 5.7% | -3.3% | 6.6% | 5.9% | -25.7% | 9.3% | 13.5% | 13.8% | |
| Net Margin | 6.2% | 7.7% | 4.5% | 6.5% | 6.8% | -2.7% | 4.3% | 1.6% | -21.1% | 4.7% | 7.7% | 8.9% | |
| Pretax Margin | 8.0% | 10.1% | 6.0% | 9.4% | 8.6% | -3.9% | 5.4% | 2.9% | -27.6% | 7.4% | 10.9% | 12.9% | |
| EBITDA Margin | 12.4% | 12.8% | 10.7% | 11.0% | 8.5% | 0.16% | 10.2% | 10.4% | -19.5% | 15.2% | 21.0% | 17.3% | |
| ROA | 7.3% | 8.9% | 5.1% | 6.5% | 5.8% | -2.2% | 3.9% | 1.3% | -15.5% | 3.2% | 5.1% | 7.7% | |
| ROE | 20.9% | 21.5% | 11.5% | 13.6% | 11.4% | -4.3% | 7.1% | 2.5% | -29.5% | 5.8% | 9.4% | 14.0% | |
| ROIC | 13.4% | 13.9% | 10.9% | 8.2% | 5.2% | -2.7% | 6.4% | 3.4% | -18.8% | 5.3% | 8.0% | 8.9% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.2 | 1.1 | 0.6 | 1.4 | 1.3 | 1.7 | 2.8 | |
| Quick Ratio | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | 0.8 | 0.6 | 0.3 | 0.9 | 0.8 | 1.1 | 2.0 | |
| Debt / Equity | 1.0 | 0.6 | 0.6 | 0.5 | 0.4 | 0.4 | 0.4 | 0.5 | 0.7 | 0.5 | 0.5 | 0.6 | |
| LT Debt / Equity | 0.9 | 0.6 | 0.6 | 0.5 | 0.4 | 0.4 | 0.4 | 0.1 | 0.7 | 0.5 | 0.5 | 0.5 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.2 | 1.1 | 1.0 | 0.9 | 0.8 | 0.9 | 0.8 | 0.7 | 0.7 | 0.7 | 0.9 | |
| Receivables Turnover | 8.8 | 8.4 | 9.0 | 8.6 | 8.8 | 8.6 | 8.5 | 8.3 | 8.2 | 8.9 | 9.5 | 8.0 |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.7% | 8.8% | 20.7% | 25.0% | 6.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 13.6% | 18.0% | 17.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -6.9% | 96.5% | -12.4% | 25.9% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 17.1% | 29.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -9.9% | 86.7% | -17.3% | 20.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.6% | 22.8% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.70B | $1.52B | $1.40B | $1.16B | $927M | $871M | $965M | $878M | $808M | $798M | $769M | $702M | |
| Net Income TTM | $105M | $117M | $62M | $76M | $63M | $-24M | $42M | $14M | $-170M | $38M | $59M | $79M | |
| P/E | 29.6 | 19.8 | 32.2 | 19.9 | 17.3 | -54.1 | 37.1 | 82.8 | -5.1 | 28.8 | 22.8 | 19.8 | |
| Earnings Yield | 3.4% | 5.1% | 3.1% | 5.0% | 5.8% | -1.8% | 2.7% | 1.2% | -19.6% | 3.5% | 4.4% | 5.0% |
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 | $475M | $452M | $442M | $441M | $412M | $404M | $399M | $378M | $381M | $363M | $350M | $367M | $355M | $326M | $321M | $292M | |
| SG&A Expense | $90M | $85M | $80M | $81M | $80M | $77M | $72M | $70M | $71M | $73M | $67M | $64M | $65M | $62M | $61M | $54M | |
| Operating Expenses | $425M | $415M | $392M | $391M | $366M | $371M | $352M | $336M | $322M | $343M | $320M | $330M | $315M | $308M | $296M | $263M | |
| Operating Income | $50M | $37M | $50M | $50M | $46M | $33M | $47M | $42M | $59M | $20M | $30M | $37M | $40M | $18M | $25M | $29M | |
| Other Non-op | $5M | $-626.0K | $1M | $4M | $-9M | $-6M | $5M | $2M | $646.0K | $3M | $-24M | $-1M | $1M | $2M | $2M | $-785.0K | |
| Pretax Income | $43M | $27M | $43M | $43M | $28M | $21M | $47M | $38M | $52M | $18M | $2M | $31M | $35M | $16M | $23M | $25M | |
| Income Tax | $12M | $4M | $13M | $12M | $8M | $-3M | $13M | $10M | $15M | $-446.0K | $-1M | $10M | $10M | $2M | $6M | $8M | |
| Net Income | $31M | $23M | $31M | $30M | $19M | $25M | $34M | $27M | $37M | $18M | $3M | $22M | $25M | $13M | $17M | $18M | |
| EPS (Basic) | $1.93 | $1.37 | $1.77 | $1.75 | $1.12 | $1.38 | $1.90 | $1.53 | $2.10 | $0.99 | $0.17 | $1.15 | $1.30 | $0.70 | $0.89 | $0.88 | |
| EPS (Diluted) | $1.91 | $1.34 | $1.71 | $1.71 | $1.09 | $1.33 | $1.82 | $1.47 | $2.03 | $0.95 | $0.14 | $1.10 | $1.27 | $0.68 | $0.85 | $0.86 | |
| Shares (Basic) | 16,208,000 | 16,984,000 | -35,036,000 | 17,340,000 | 17,320,000 | 17,821,000 | -35,943,000 | 17,754,000 | 17,887,000 | 18,196,000 | -37,996,000 | 18,770,000 | 18,939,000 | 19,119,000 | -41,292,000 | 20,109,000 | |
| Shares (Diluted) | 16,387,000 | 17,406,000 | -36,050,000 | 17,794,000 | 17,772,000 | 18,475,000 | -37,255,000 | 18,471,000 | 18,454,000 | 18,943,000 | -39,059,000 | 19,475,000 | 19,486,000 | 19,699,000 | -42,003,000 | 20,615,000 | |
| EBITDA | $50M | $46M | · | $50M | $46M | $40M | · | $42M | $59M | $26M | · | $37M | $40M | $25M | · | $29M |
Balance general 24
| 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 | $31M | $26M | $25M | $24M | $61M | $23M | $22M | $18M | $18M | $19M | · | $9M | $17M | $12M | · | $9M | |
| Receivables | $204M | $209M | $187M | $202M | $193M | $201M | $198M | $205M | $181M | $215M | · | $166M | $152M | $147M | · | $167M | |
| Prepaid Expense | $41M | $35M | $34M | $36M | $30M | $28M | $28M | $28M | $40M | $35M | · | $32M | $30M | $29M | · | $26M | |
| Current Assets | $530M | $515M | $449M | $475M | $490M | $440M | $409M | $438M | $436M | $451M | · | $406M | $380M | $362M | · | $324M | |
| PP&E (Net) | $28M | $24M | $23M | $22M | $20M | $21M | $22M | $22M | $23M | $25M | · | $23M | $23M | $24M | · | $26M | |
| PP&E (Gross) | · | · | $71M | · | · | · | $75M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $47M | · | · | · | $53M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $805M | $787M | $787M | $782M | $739M | $685M | $679M | $648M | $647M | $647M | $626M | $626M | $625M | $625M | $625M | $624M | |
| Intangibles | $81M | $69M | $73M | $72M | $52M | $27M | $26M | $23M | $24M | $26M | · | $20M | $19M | $21M | · | $25M | |
| Other Non-current Assets | $143M | $135M | $135M | $135M | $125M | $119M | $117M | $111M | $106M | $100M | · | $87M | $84M | $80M | · | $66M | |
| Total Assets | $1.64B | $1.59B | $1.53B | $1.54B | $1.48B | $1.36B | $1.34B | $1.33B | $1.33B | $1.35B | · | $1.28B | $1.26B | $1.24B | · | $1.19B | |
| Accounts Payable | $17M | $12M | $12M | $12M | $11M | $20M | $12M | $8M | $10M | $14M | · | $12M | $10M | $10M | · | $15M | |
| Accrued Liabilities | $59M | $43M | $38M | $38M | $28M | $29M | $27M | $26M | $26M | $37M | · | $32M | $27M | $29M | · | $32M | |
| Current Liabilities | $310M | $232M | $383M | $330M | $247M | $211M | $339M | $271M | $226M | $188M | · | $265M | $200M | $148M | · | $196M | |
| Capital Leases | $22M | $21M | $24M | $27M | $25M | $27M | $30M | $33M | $36M | $37M | · | $39M | $41M | $43M | · | $48M | |
| Deferred Tax | $42M | $40M | $37M | $34M | $25M | $24M | $28M | $29M | $27M | $29M | · | $34M | $35M | $33M | · | $22M | |
| Long-term Debt | $833M | $855M | $510M | $610M | $657M | $575M | $357M | $442M | $510M | $573M | · | · | · | · | · | $341M | |
| Total Debt | $833M | $855M | · | $610M | $657M | $575M | · | $442M | $510M | $573M | · | $358M | $395M | $447M | · | $341M | |
| Common Stock | $194.0K | $198.0K | $205.0K | $205.0K | $205.0K | $208.0K | $208.0K | $207.0K | $208.0K | $212.0K | · | $215.0K | $218.0K | $220.0K | · | $225.0K | |
| Retained Earnings | $599M | $608M | $637M | $606M | $576M | $556M | $532M | $498M | $471M | $433M | · | $412M | $391M | $366M | · | $335M | |
| Treasury Stock | $210M | $210M | $190M | $190M | $189M | $189M | $160M | $160M | $160M | $160M | · | $142M | $141M | $141M | · | $137M | |
| AOCI | $-8M | $-7M | $-6M | $-7M | $-5M | $-329.0K | $12M | $10M | $14M | $22M | $23M | $21M | $23M | $20M | $18M | $21M | |
| Stockholders' Equity | $385M | $397M | $529M | $500M | $475M | $494M | $561M | $523M | $501M | $496M | $533M | $553M | $552M | $529M | $552M | $556M | |
| Liabilities + Equity | $1.64B | $1.59B | $1.53B | $1.54B | $1.48B | $1.36B | $1.34B | $1.33B | $1.33B | $1.35B | · | $1.28B | $1.26B | $1.24B | · | $1.19B |
Flujo de Efectivo 14
| 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 | $10M | $10M | $9M | $9M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | |
| Stock-based Comp | $13M | $16M | $10M | $11M | $10M | $15M | $11M | $9M | $11M | $14M | $10M | $12M | $12M | $12M | $8M | $8M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | |
| Restructuring | $410.0K | $663.0K | $4M | $4M | $560.0K | $1M | $2M | $3M | $2M | $2M | $2M | $5M | $2M | $2M | $5M | $1M | |
| Other Non-cash | · | $-211M | · | · | · | $-154M | · | · | · | $-169M | · | · | · | $-123M | · | · | |
| Operating Cash Flow | $120M | $-162M | $126M | $94M | $80M | $-107M | $140M | $85M | $107M | $-131M | $80M | $69M | $78M | $-92M | $91M | $44M | |
| CapEx | $5M | $6M | $3M | $4M | $2M | $2M | $3M | $2M | $2M | $1M | $4M | $1M | $2M | $2M | $3M | $3M | |
| Investing Cash Flow | $-40M | $-8M | $-13M | $-63M | $-55M | $-15M | $-32M | $-8M | $-9M | $-31M | $-11M | $-10M | $-6M | $-10M | $-9M | $-3M | |
| Net Debt Issued | · | $-68M | · | · | · | $-109M | · | · | · | $-316M | · | · | · | $-44M | · | · | |
| Stock Repurchased | $54M | $153M | $14M | $19M | $69M | $65M | $18M | $7M | $36M | $61M | $34M | $29M | $15M | $45M | $25M | $43M | |
| Net Stock Activity | · | $-153M | · | · | · | $-65M | · | · | · | $-61M | · | · | · | $-45M | · | · | |
| Financing Cash Flow | $-76M | $172M | $-113M | $-68M | $12M | $124M | $-104M | $-76M | $-99M | $168M | $-67M | $-66M | $-68M | $102M | $-79M | $-44M | |
| Net Change in Cash | $5M | $2M | $619.0K | $-37M | $38M | $1M | $3M | $851.0K | $-996.0K | $6M | $3M | $-7M | $5M | $192.0K | $3M | $-3M | |
| Free Cash Flow | · | $-168M | · | · | · | $-109M | · | · | · | $-132M | · | · | · | $-94M | · | · |
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 | 10.6% | 8.1% | · | 11.3% | 11.1% | 8.1% | · | 11.2% | 15.6% | 5.5% | · | 10.2% | 11.2% | 5.7% | · | 10.0% | |
| Net Margin | 6.6% | 5.1% | · | 6.9% | 4.7% | 6.1% | · | 7.2% | 9.8% | 5.0% | · | 5.9% | 7.0% | 4.1% | · | 6.1% | |
| Pretax Margin | 9.0% | 6.0% | · | 9.7% | 6.7% | 5.3% | · | 9.9% | 13.7% | 4.8% | · | 8.5% | 9.9% | 4.9% | · | 8.7% | |
| EBITDA Margin | 10.6% | 10.2% | · | 11.3% | 11.1% | 9.8% | · | 11.2% | 15.6% | 7.1% | · | 10.2% | 11.2% | 7.6% | · | 10.0% | |
| ROA | 2.0% | 1.6% | · | 2.1% | 1.4% | 1.8% | · | 2.1% | 2.9% | 1.4% | · | 1.7% | 2.0% | 1.1% | · | 1.6% | |
| ROE | 7.3% | 5.2% | · | 5.9% | 4.0% | 5.0% | · | 5.1% | 7.1% | 3.5% | · | 3.9% | 4.4% | 2.4% | · | 3.3% | |
| ROIC | 3.0% | 2.5% | · | 3.2% | 2.8% | 3.5% | · | 3.2% | 4.2% | 1.9% | · | 2.8% | 3.0% | 1.6% | · | 2.3% |
Liquidez y Solvencia 4
| 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 | 1.7 | 2.2 | · | 1.4 | 2.0 | 2.1 | · | 1.6 | 1.9 | 2.4 | · | 1.5 | 1.9 | 2.4 | · | 1.7 | |
| Quick Ratio | 0.8 | 1.0 | · | 0.7 | 1.0 | 1.1 | · | 0.8 | 0.9 | 1.2 | · | 0.7 | 0.8 | 1.1 | · | 0.9 | |
| Debt / Equity | 2.2 | 2.2 | · | 1.2 | 1.4 | 1.2 | · | 0.8 | 1.0 | 1.2 | · | 0.6 | 0.7 | 0.8 | · | 0.6 | |
| LT Debt / Equity | 2.1 | 2.1 | · | 1.2 | 1.4 | 1.1 | · | 0.8 | 1.0 | 1.1 | · | 0.6 | 0.7 | 0.8 | · | 0.6 |
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 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 2.4 | 2.2 | · | 2.2 | 2.2 | 1.9 | · | 2.0 | 2.3 | 2.0 | · | 2.2 | 2.3 | 2.5 | · | 2.1 |
Valoración (TTM) 4
| 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 | $1.78B | $1.71B | · | $1.64B | $1.58B | $1.53B | · | $1.49B | $1.47B | $1.41B | · | $1.34B | $1.25B | $1.16B | · | $1.07B | |
| Net Income TTM | $104M | $98M | · | $102M | $109M | $107M | · | $104M | $102M | $78M | · | $77M | $70M | $72M | · | $72M | |
| P/E | 14.9 | 23.3 | · | 26.2 | 23.2 | 24.8 | · | 19.6 | 18.4 | 24.2 | · | 26.6 | 24.5 | 23.2 | · | 19.3 | |
| Earnings Yield | 6.7% | 4.3% | · | 3.8% | 4.3% | 4.0% | · | 5.1% | 5.4% | 4.1% | · | 3.8% | 4.1% | 4.3% | · | 5.2% |
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 | $1.70B | $1.52B | $1.40B | $1.16B | $927M |
| Margen Operativo % | 10.5% | 11.1% | 9.0% | 8.6% | 5.7% |
| Beneficio neto | $105M | $117M | $62M | $76M | $63M |
| EPS Diluido | $5.84 | $6.27 | $3.19 | $3.64 | $2.89 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.0 | 0.6 | 0.6 | 0.5 | 0.4 |
| Ratio corriente | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 |
| Ratio Rápido | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $183M | $193M | $126M | $73M | $7M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 275 declarantes · $1.0B 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 |
|---|---|---|---|---|
| 39 (-7 vs trimestre anterior) | 69 (+12 vs trimestre anterior) | 87 (-5 vs trimestre anterior) | 80 (-17 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 |
|---|---|---|---|---|
| FIDUCIARY MANAGEMENT INC /WI/ | $116 604 289 | 1 293 304 | 11,60% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $63 899 728 | 708 737 | 6,36% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $62 482 142 | 693 014 | 6,22% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $57 108 967 | 633 418 | 5,68% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $55 232 827 | 612 609 | 5,50% | Acciones |
| Boston Partners | $45 169 364 | 491 335 | 4,49% | Acciones |
| BloombergSen Inc. | $44 995 159 | 499 059 | 4,48% | Acciones |
| FMR LLC | $43 786 655 | 485 655 | 4,36% | Acciones |
| STATE STREET CORP | $38 117 574 | 422 777 | 3,79% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $33 704 664 | 373 765 | 3,35% | Acciones |
| JENNISON ASSOCIATES LLC | $29 413 077 | 326 232 | 2,93% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $27 304 000 | 302 844 | 2,72% | Acciones |
| Sunriver Management LLC | $21 247 376 | 235 663 | 2,11% | Acciones |
| Invenomic Capital Management LP | $19 841 782 | 220 073 | 1,97% | Acciones |
| Aristotle Capital Boston, LLC | $19 612 602 | 217 531 | 1,95% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16 390 186 | 181 790 | 1,63% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15 359 477 | 170 358 | 1,53% | Acciones |
| Leeward Investments, LLC - MA | $14 648 476 | 162 472 | 1,46% | Acciones |
| Rockefeller Capital Management L.P. | $13 556 367 | 150 359 | 1,35% | Acciones |
| GOLDMAN SACHS GROUP INC | $12 497 889 | 138 619 | 1,24% | Acciones |
| LOOMIS SAYLES & CO L P | $11 645 697 | 129 167 | 1,16% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $9 965 745 | 110 534 | 0,99% | Acciones |
| Ninety One UK Ltd | $8 933 953 | 99 090 | 0,89% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $8 560 241 | 94 945 | 0,85% | Acciones |
| RENAISSANCE GROUP LLC | $7 989 709 | 88 617 | 0,79% | Acciones |
| Asset Management One Co., Ltd. | $7 547 663 | 59 202 | 0,75% | Acciones |
| BARCLAYS PLC | $6 052 711 | 67 133 | 0,60% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $5 704 937 | 63 276 | 0,57% | Acciones |
| WOLVERINE TRADING, LLC | $5 582 500 | 38 500 | 0,56% | Opción de venta |
| JANE STREET GROUP, LLC | $5 545 381 | 61 506 | 0,55% | Acciones |
| XTX Topco Ltd | $5 319 530 | 59 001 | 0,53% | Acciones |
| UBS Group AG | $4 582 833 | 50 830 | 0,46% | Acciones |
| Hillsdale Investment Management Inc. | $4 548 572 | 50 450 | 0,45% | Acciones |
| Qube Research & Technologies Ltd | $4 530 810 | 50 253 | 0,45% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 523 146 | 50 168 | 0,45% | Acciones |
| SG Capital Management LLC | $3 730 550 | 41 377 | 0,37% | Acciones |
| Quantinno Capital Management LP | $3 598 827 | 39 916 | 0,36% | Acciones |
| Squarepoint Ops LLC | $3 432 842 | 38 075 | 0,34% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $3 294 987 | 36 546 | 0,33% | Acciones |
| Emerald Investment Advisers, LLC | $3 069 137 | 34 041 | 0,31% | Acciones |
| IEQ CAPITAL, LLC | $3 025 499 | 33 557 | 0,30% | Acciones |
| Swiss National Bank | $3 002 328 | 33 300 | 0,30% | Acciones |
| Quadrature Capital Ltd | $2 944 626 | 32 660 | 0,29% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 842 024 | 31 522 | 0,28% | Acciones |
| Corient Private Wealth LP | $2 816 237 | 31 236 | 0,28% | Acciones |
| ExodusPoint Capital Management, LP | $2 716 972 | 30 135 | 0,27% | Acciones |
| MORGAN STANLEY | $2 712 644 | 30 087 | 0,27% | Acciones |
| JANE STREET GROUP, LLC | $2 695 784 | 29 900 | 0,27% | Opción de compra |
| FIRST TRUST ADVISORS LP | $2 683 882 | 29 768 | 0,27% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 628 971 | 20 621 | 0,26% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2 577 314 | 28 586 | 0,26% | Acciones |
| CITADEL ADVISORS LLC | $2 524 480 | 28 000 | 0,25% | Opción de compra |
| VICTORY CAPITAL MANAGEMENT INC | $2 398 978 | 26 608 | 0,24% | Acciones |
| Edgestream Partners, L.P. | $2 391 855 | 26 529 | 0,24% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 349 641 | 18 430 | 0,23% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $2 315 399 | 25 681 | 0,23% | Acciones |
| ISTHMUS PARTNERS, LLC | $2 306 744 | 25 585 | 0,23% | Acciones |
| Numerai GP LLC | $2 292 679 | 25 429 | 0,23% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2 259 089 | 23 643 | 0,22% | Acciones |
| Redwood Investments, LLC | $2 066 397 | 14 405 | 0,21% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 039 238 | 22 618 | 0,20% | Acciones |
| CITADEL ADVISORS LLC | $2 019 584 | 22 400 | 0,20% | Opción de venta |
| RHUMBLINE ADVISERS | $1 959 163 | 21 730 | 0,19% | Acciones |
| Bank of New York Mellon Corp | $1 950 882 | 21 638 | 0,19% | Acciones |
| S&T Bank/PA | $1 886 147 | 20 920 | 0,19% | Acciones |
| BlackRock, Inc. | $1 824 478 | 20 236 | 0,18% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $1 809 601 | 20 071 | 0,18% | Acciones |
| Liontrust Investment Partners LLP | $1 798 437 | 10 401 | 0,18% | Acciones |
| Redwood Grove Capital, LLC | $1 731 072 | 19 200 | 0,17% | Acciones |
| ALGERT GLOBAL LLC | $1 655 338 | 18 360 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 595 832 | 17 700 | 0,16% | Opción de venta |
| PRUDENTIAL FINANCIAL INC | $1 595 652 | 17 698 | 0,16% | Acciones |
| Pacific Ridge Capital Partners, LLC | $1 472 223 | 16 329 | 0,15% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $1 460 411 | 16 198 | 0,15% | Acciones |
| OAK RIDGE INVESTMENTS LLC | $1 444 093 | 16 017 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 409 471 | 15 633 | 0,14% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $1 407 786 | 15 144 | 0,14% | Acciones |
| AlphaQuest LLC | $1 403 510 | 8 117 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 395 587 | 15 479 | 0,14% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1 358 260 | 15 065 | 0,14% | Acciones |
| DIVERSIFIED MANAGEMENT INC | $1 312 510 | 10 295 | 0,13% | Acciones |
| Freestone Grove Partners LP | $1 253 855 | 13 907 | 0,12% | Acciones |
| VANGUARD GROUP INC | $1 157 287 | 6 693 | 0,12% | Acciones |
| JANE STREET GROUP, LLC | $1 136 016 | 12 600 | 0,11% | Opción de venta |
| OP Asset Management Ltd | $1 108 337 | 12 293 | 0,11% | Acciones |
| WOLVERINE TRADING, LLC | $1 083 440 | 7 472 | 0,11% | Acciones |
| BURNEY CO/ | $1 067 765 | 11 843 | 0,11% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 062 950 | 8 330 | 0,11% | Acciones |
| SEI INVESTMENTS CO | $1 004 440 | 11 147 | 0,10% | Acciones |
| CITIGROUP INC | $968 138 | 10 738 | 0,10% | Acciones |
| D. E. Shaw & Co., Inc. | $944 967 | 10 481 | 0,09% | Acciones |
| GREAT LAKES ADVISORS, LLC | $934 869 | 10 369 | 0,09% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $903 944 | 10 026 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $900 428 | 9 987 | 0,09% | Acciones |
| MARSHALL WACE, LLP | $888 077 | 9 850 | 0,09% | Acciones |
| Sendero Wealth Management, LLC | $863 553 | 9 578 | 0,09% | Acciones |
| Aquatic Capital Management LLC | $858 233 | 9 519 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $851 201 | 9 441 | 0,08% | Acciones |
| Moran Wealth Management, LLC | $846 873 | 9 393 | 0,08% | Acciones |
| LPL Financial LLC | $769 786 | 8 538 | 0,08% | Acciones |
Informantes de la empresa 34 insiders · 14 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mark C. Hussey | CEO and President | 29 de julio de 2026 S | 74 399 | 0 | 12 | $-3 986 172 |
| Gary E Holdren | Chairman & CEO | 1 de julio de 2009 S | 526 619 | 0 | 0 | $0 |
| Gary L Burge | VP, CFO and Treasurer | 1 de julio de 2009 S | 97 693 | 0 | 0 | $0 |
| David M. Shade | President and COO | 24 de febrero de 2011 F | 110 677 | 0 | 0 | $0 |
| Broadhurst Daniel P | Chief Operating Officer | 13 de octubre de 2008 S | 105 481 | 0 | 0 | $0 |
| Kyle Featherstone | Chief Acct Officer, Controller | 31 de julio de 2026 S | 1 050 | 0 | 1 | $-70 076 |
| Diane E. Ratekin | EVP, Gen. Counsel, & Corp.Sec. | 15 de marzo de 2018 F | 31 556 | 0 | 0 | $0 |
| Ellen Wong | Controller | 1 de marzo de 2018 F | 2 998 | 0 | 0 | $0 |
| Thomas W Burns | Corporate VP and Controller | 1 de marzo de 2012 F | 1 665 | 0 | 0 | $0 |
| Natalia Delgado | Corporate Secretary | 1 de marzo de 2011 F | 46 559 | 0 | 0 | $0 |
| Mary M Sawall | VP, Human Resources | 1 de marzo de 2011 F | 49 381 | 0 | 0 | $0 |
| Wayne E Lipski | Controller and Asst. Treasurer | 1 de marzo de 2009 A | 17 615 | 0 | 0 | $0 |
| Susan G Gallagher | VP of Sales and Marketing | 1 de julio de 2006 A | 19 997 | 0 | 0 | $0 |
| Stanley N Logan | VP, Strategy & Business Dev. | 1 de julio de 2006 A | 40 000 | 0 | 0 | $0 |
| Debra Zumwalt | Consejero | 14 de agosto de 2026 S | 27 119 | 0 | 5 | $-159 270 |
| Thomas L Richards | Consejero | 1 de agosto de 2026 A | 593 | 0 | 0 | $0 |
| Shoshana Vernick | Consejero | 1 de julio de 2026 A | 934 | 0 | 0 | $0 |
| George Massaro | Consejero | 2 de julio de 2018 S | 21 326 | 0 | 0 | $0 |
| James D Edwards | Consejero | 2 de julio de 2018 S | 25 106 | 0 | 0 | $0 |
| John S Moody | Consejero | 2 de julio de 2018 S | 22 790 | 0 | 0 | $0 |
| Dubose Ausley | Consejero | 1 de abril de 2015 S | 23 520 | 0 | 0 | $0 |
| Hugh E Sawyer III | — | 11 de agosto de 2026 S | 20 490 | 0 | 9 | $-732 526 |
| Joy Brown | — | 22 de mayo de 2026 S | 8 575 | 0 | 3 | $-191 231 |
| Ekta Singh-Bushell | — | 11 de mayo de 2026 S | 13 646 | 0 | 5 | $-287 056 |
| Markell Peter Kenneth | — | 8 de mayo de 2026 A | 14 271 | 0 | 0 | $0 |
| Eugene H Lockhart | — | 8 de mayo de 2026 A | 9 662 | 0 | 0 | $0 |
| John Mccartney | — | 8 de mayo de 2026 A | 41 817 | 0 | 11 | $-1 724 809 |
| Hope Calder-Katz | — | 1 de abril de 2026 F | 5 078 | 0 | 0 | $0 |
| James Ronald Dail | — | 1 de marzo de 2026 A | 39 042 | 0 | 11 | $-1 773 743 |
| John D. Kelly | — | 1 de marzo de 2026 A | 82 973 | 0 | 0 | $0 |
| James H Roth | — | 1 de marzo de 2026 A | 34 154 | 0 | 16 | $-1 565 529 |
| Ernest W. Torain Jr. | — | 7 de marzo de 2024 S | 15 050 | 0 | 0 | $0 |
| James K Rojas | — | 31 de diciembre de 2012 F | 62 778 | 0 | 0 | $0 |
| Deborah A Bricker | — | 8 de noviembre de 2005 D | 9 600 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Gary E. Holdren ×2 presentaciones | 20 de marzo de 2007 | — | 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 62 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| SAWS · ETF Series Solutions | 1,35% | 727 NS | 30 de abril de 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 0,65% | 15 645 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,63% | 7 617 NS | 30 de abril de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,39% | 29 210 NS | 30 de abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,29% | 81 298 SH | 8 de agosto de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,23% | 18 317 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,20% | 1 833 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,15% | 150 574 SH | 8 de agosto de 2026 | Diario |
| FSCC · Federated Hermes ETF Trust | 0,15% | 3 848 NS | 31 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,14% | 267 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,13% | 34 254 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 6 574 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,10% | 612 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,10% | 18 729 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,09% | 17 778 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,08% | 71 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 420 619 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,07% | 4 940 SH | 8 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,07% | 12 322 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 7 363 NS | 30 de abril de 2026 | N-PORT |
| SMMV · iShares Trust | 0,07% | 1 280 SH | 8 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 5 433 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 54 528 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,05% | 95 443 SH | 8 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,05% | 1 709 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,05% | 803 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 4 187 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,04% | 33 303 NS | 31 de mayo de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,04% | 2 232 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 76 532 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 690 SH | 8 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,03% | 5 120 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 516 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,03% | 628 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 822 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 1 149 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 174 373 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 354 327 SH | 8 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 101 303 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,02% | 20 149 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,02% | 633 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 2 516 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 14 695 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 39 690 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2 529 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,01% | 112 540 SH | 8 de agosto de 2026 | Diario |
| SFGV · EA Series Trust | 0,01% | 1 240 NS | 29 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 656 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 16 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 5 823 NS | 31 de mayo de 2026 | N-PORT |