HURN Huron Consulting Group Inc. - Common Stock

NASDAQ · Professional Services · Ver en SEC EDGAR ↗
$157,26
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 28, 2026

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 ↗

Wikidata ↗

HURN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$157.25
Capitalización Bursátil
P/E (TTM)
29.6
BPA (TTM)
$5.84
Ingresos (TTM)
$1.70B
Rendimiento div.
ROE
20.9%
Deuda/Capital
1.0
Rango 52S
$85 – $187

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

Ingresos y Beneficio Neto $1.70B
10-point trend, +112.9%
2016-12-31 2025-12-31
BPA $5.84
10-point trend, +231.8%
2016-12-31 2025-12-31
Flujo de caja libre $183M
10-point trend, +60.0%
2016-12-31 2025-12-31
Márgenes 6.2%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
HURN
Mediana de Pares
P/E (TTM)
5-point trend, +71.5%
29.6
23.3

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
HURN
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, +84.4%
10.5%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -9.1%
6.2%
5.9%
ROA
5-point trend, +26.2%
7.3%
4.1%
ROE
5-point trend, +83.6%
20.9%
15.1%
ROIC
5-point trend, +158.6%
13.4%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
HURN
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, +136.9%
1.0
Current Ratio (Ratio corriente)
5-point trend, -6.8%
1.2
2.3
Quick Ratio (Ratio Rápido)
5-point trend, -21.1%
0.6

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
HURN
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +83.3%
11.7%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +83.3%
13.6%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +83.3%
14.3%
EPS YoY (EPS interanual)
5-point trend, +102.1%
-6.9%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +66.8%
-9.9%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
HURN
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +102.1%
$5.84

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
HURN
Mediana de Pares

HURN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 11 analistas
  • 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 · 2026-08-17
Objetivo mediano $194.00 +23,4%
Objetivo medio $190.75 +21,3%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.21%
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
Datos anuales de Estado de resultados para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +142.2% $1.70B $1.52B $1.40B $1.16B $927M $871M $965M $878M $808M $798M $769M $702M
Cost of Revenue 8-point trend, +43.1% · · · · $662M $625M $670M $609M $455M $524M $489M $463M
SG&A Expense 12-point trend, +139.5% $318M $287M $258M $210M $178M $171M $203M $181M $175M $160M $158M $133M
Operating Expenses 12-point trend, +910.5% $1.52B $1.35B $1.27B $1.06B $874M $900M $232M $217M $474M $199M $177M $150M
Operating Income 12-point trend, +102.1% $179M $169M $125M $100M $53M $-29M $64M $52M $-207M $74M $103M $88M
Other Non-op 12-point trend, -2423.2% $-9M $11M $-22M $21M $35M $4M $4M $-8M $4M $1M $-2M $400.0K
Pretax Income 12-point trend, +68.7% $135M $154M $84M $109M $80M $-34M $52M $25M $-223M $59M $84M $80M
Income Tax 12-point trend, -9.1% $30M $37M $21M $33M $17M $-10M $11M $11M $-52M $20M $22M $33M
Net Income 12-point trend, +32.9% $105M $117M $62M $76M $63M $-24M $42M $14M $-170M $38M $59M $79M
EPS (Basic) 12-point trend, +71.0% $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) 12-point trend, +69.3% $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) 12-point trend, -22.2% 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) 12-point trend, -21.5% 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 12-point trend, +37.0% $211M $194M $150M $127M $79M $1M $98M $91M $-157M $121M $162M $154M
Balance general 24
Datos anuales de Balance general para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -90.5% $25M $22M $12M $12M $21M $67M $12M $33M $17M $17M $58M $257M
Receivables 12-point trend, +143.8% $187M $198M $163M $148M $122M $88M $117M $110M $102M $94M $85M $76M
Prepaid Expense 11-point trend, +21.5% $34M $28M $28M $26M $15M $17M $14M $14M $11M $13M $28M ·
Current Assets 12-point trend, -7.7% $449M $409M $400M $328M $258M $231M $225M $233M $191M $180M $228M $486M
PP&E (Net) 12-point trend, -23.5% $23M $22M $24M $26M $31M $29M $38M $40M $46M $32M $29M $31M
PP&E (Gross) 12-point trend, -42.6% $71M $75M $84M $84M $94M $90M $119M $123M $116M $100M $94M $124M
Accum. Depreciation 12-point trend, -48.9% $47M $53M $61M $58M $63M $61M $80M $83M $70M $68M $65M $93M
Goodwill 12-point trend, +52.9% $787M $679M $626M $625M $621M $594M $647M $645M $646M $800M $751M $515M
Intangibles 12-point trend, +235.6% $73M $26M $18M $23M $32M $20M $32M $48M $72M $81M $95M $22M
Other Non-current Assets 12-point trend, +576.6% $135M $117M $92M $73M $68M $62M $52M $31M $25M $25M $21M $20M
Total Assets 12-point trend, +32.1% $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 12-point trend, +14.3% $12M $12M $10M $14M $14M $648.0K $8M $10M $9M $7M $7M $11M
Accrued Liabilities 12-point trend, +123.5% $38M $27M $33M $27M $23M $15M $19M $17M $20M $20M $24M $17M
Current Liabilities 12-point trend, +117.4% $383M $339M $303M $246M $205M $187M $205M $418M $139M $136M $131M $176M
Capital Leases 8-point trend, +24371000.00 $24M $30M $39M $46M $54M $62M $69M $0 · · · ·
Deferred Tax 12-point trend, +39.8% $37M $28M $28M $32M $12M $428.0K $8M $732.0K $1M $36M $35M $27M
Long-term Debt 12-point trend, +42.9% $510M $357M $324M $290M $233M $203M $209M $297M $343M $292M $307M $357M
Total Debt 12-point trend, +42.9% $510M $357M $324M $290M $233M $203M $209M $297M $343M $292M $312M $357M
Common Stock 12-point trend, -14.9% $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 12-point trend, +149.9% $637M $532M $415M $353M $277M $214M $238M $196M $180M $351M $314M $255M
Treasury Stock 12-point trend, +102.0% $190M $160M $142M $138M $136M $130M $128M $125M $122M $113M $104M $94M
AOCI 12-point trend, -132.2% $-6M $12M $23M $18M $17M $13M $15M $16M $10M $4M $4M $-3M
Stockholders' Equity 12-point trend, -12.0% $529M $561M $533M $552M $572M $552M $585M $541M $503M $648M $652M $601M
Liabilities + Equity 12-point trend, +32.1% $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
Datos anuales de Flujo de Efectivo para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +4.6% $32M $25M $25M $27M $26M $30M $34M $39M $50M $47M $58M $31M
Stock-based Comp 12-point trend, +131.1% $47M $45M $46M $31M $26M $24M $24M $19M $15M $17M $21M $20M
Deferred Tax 12-point trend, -9.3% $11M $3M $-6M $19M $12M $-10M $9M $11M $-54M $1M $14M $12M
Amort. of Intangibles 12-point trend, +27.0% $11M $6M $8M $11M $9M $13M $18M $24M $35M $33M $29M $9M
Restructuring 12-point trend, +225.0% $9M $10M $12M $10M $12M $21M $2M $4M $6M $10M $3M $3M
Other Non-cash 12-point trend, -152.6% $-1M $12M $8M $-67M $-109M $116M $23M $19M $259M $26M $12M $3M
Operating Cash Flow 12-point trend, +32.1% $193M $201M $135M $85M $18M $137M $132M $102M $100M $129M $168M $146M
CapEx 12-point trend, -59.7% $10M $9M $9M $13M $11M $8M $13M $9M $24M $14M $19M $26M
Investing Cash Flow 9-point trend, -13.0% $-146M $-80M $-37M $-20M $-20M $-42M $-35M $-19M $-129M · · ·
Net Debt Issued 12-point trend, -519.9% $-955M $-710M $-320M $-257M $-205M $-289M $-193M $-260M $-241M $-224M $-366M $-154M
Stock Repurchased 8-point trend, +166725000.00 $167M $123M $123M $120M $65M $27M $13M $0 · · · ·
Net Stock Activity 6-point trend, -514.3% $-167M $-123M $-123M $-120M $-65M $-27M · · · · · ·
Financing Cash Flow 9-point trend, -256.2% $-45M $-112M $-98M $-74M $-44M $-40M $-119M $-67M $29M · · ·
Net Change in Cash 12-point trend, -98.7% $3M $10M $315.0K $-9M $-46M $56M $-22M $16M $-118.0K $-41M $-198M $199M
Taxes Paid 3-point trend, -19.3% $27M $30M $34M · · · · · · · · ·
Free Cash Flow 12-point trend, +51.8% $183M $193M $126M $73M $7M $129M $119M $93M $75M $114M $146M $121M
Rentabilidad 7
Datos anuales de Rentabilidad para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -24.0% 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 12-point trend, -30.5% 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 12-point trend, -38.3% 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-point trend, -28.3% 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 12-point trend, -5.4% 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 12-point trend, +49.7% 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 12-point trend, +50.9% 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
Datos anuales de Liquidez y Solvencia para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -57.6% 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 12-point trend, -72.7% 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 12-point trend, +62.4% 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 12-point trend, +69.7% 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
Datos anuales de Eficiencia para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +35.9% 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 12-point trend, +10.6% 8.8 8.4 9.0 8.6 8.8 8.6 8.5 8.3 8.2 8.9 9.5 8.0
Por Acción 3
Datos anuales de Por Acción para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +143.5% $94.44 $81.76 $71.36 $55.86 $42.50 $39.80 $42.90 $39.80 $37.68 $37.25 $34.03 $38.79
Cash Flow / Share 12-point trend, +68.3% $10.75 $10.82 $6.90 $4.12 $0.82 $6.25 $5.87 $4.61 $4.65 $5.99 $7.27 $6.39
EPS (TTM) 12-point trend, +69.3% $5.84 $6.27 $3.19 $3.64 $2.89 $-1.09 $1.85 $0.62 $-7.93 $1.76 $2.61 $3.45
Tasas de Crecimiento 7
Datos anuales de Tasas de Crecimiento para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +81.5% 11.7% 8.8% 20.7% 25.0% 6.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -20.5% 13.6% 18.0% 17.1% · · · · · · · · ·
Revenue CAGR 5Y 14.3% · · · · · · · · · · ·
EPS YoY 4-point trend, -126.4% -6.9% 96.5% -12.4% 25.9% · · · · · · · ·
EPS CAGR 3Y 2-point trend, -42.1% 17.1% 29.5% · · · · · · · · · ·
Net Income YoY 4-point trend, -149.8% -9.9% 86.7% -17.3% 20.0% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, -49.1% 11.6% 22.8% · · · · · · · · · ·
Valoración (TTM) 4
Datos anuales de Valoración (TTM) para HURN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +142.2% $1.70B $1.52B $1.40B $1.16B $927M $871M $965M $878M $808M $798M $769M $702M
Net Income TTM 12-point trend, +32.9% $105M $117M $62M $76M $63M $-24M $42M $14M $-170M $38M $59M $79M
P/E 12-point trend, +49.4% 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 12-point trend, -32.9% 3.4% 5.1% 3.1% 5.0% 5.8% -1.8% 2.7% 1.2% -19.6% 3.5% 4.4% 5.0%

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
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
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio 1.00.60.60.50.4
Ratio corriente 1.21.21.31.31.3
Ratio Rápido 0.60.60.60.70.7
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $183M$193M$126M$73M$7M

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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.

Actividad institucional — Q2 2026 vs trimestre anterior
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