INCY Incyte Corporation - Common Stock
Acerca de Incyte Corporation - Common Stock Descripción general de la empresa de Wikipedia
Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europe, and Asia.
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Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europe, and Asia.
Incyte Corporation currently develops and manufactures prescription biopharmaceutical medications in multiple therapeutic areas including oncology, inflammation, and autoimmunity.
History
Incyte Corporation was founded by Roy A. Whitfield on April 8, 1991, in Palo Alto, California, as a genomics company. It became a public company in 1993. Subsequently, scientists and chemists were recruited from DuPont to work for Incyte. Incyte moved its headquarters to Delaware, and acquired Maxia Pharmaceuticals in 2003.
In November 2013, Incyte announced its relocation to new headquarters in Wilmington, Delaware, completing the move by the end of 2014. Hervé Hoppenot became CEO in January 2014.
In 2017, the company became part of the S&P 500 Index, which tracks the 500 most widely held U.S. stocks.
In 2015, Incyte established its European headquarters in Geneva, Switzerland, and later moved this headquarters in 2021. The company expanded its Delaware headquarters, including the addition of a research and development facility, in 2022. Incyte acquired Villaris Therapeutics in 2022, and Escient Pharmaceuticals in 2024.
For 2025, the company reported $5.141 billion in revenue, $6.957 billion in assets and $1.286 billion in net income. Incyte is publicly traded on the NASDAQ under the symbol INCY. Incyte now operates out of North America, Asia, and Europe. Bill Meury became CEO in 2025. Meury replaced Hoppenot, who retired after 11 years in the position.
Pharmaceuticals
Incyte Corporation currently has seven marketed and co-marketed pharmaceutical products, including Jakafi (ruxolitinib), Pemazyre (pemigatinib), Monjuvi (tafasitamab-cxix), Opzelura (Ruxolitinib), Tabrecta (capmatinib), Olumiant (Baricitinib), and Iclusig (ponatinib).
In 2013, Novartis acquired Incyte's c-Met inhibitor capmatinib (INC280, INCB028060), which is marketed under the brand name Tabrecta.
As of 2014, the company was developing baricitinib, an oral JAK1 and JAK2 inhibitor drug for rheumatoid arthritis in partnership with Eli Lilly. It gained EU approval in February 2017. In April 2017, the US FDA issued a rejection, citing concerns about dosing and safety. In May 2018, baricitinib was approved in the United States for the treatment of rheumatoid arthritis under the brand name Olumiant.
As of 2016 epacadostat, an indoleamine 2,3-dioxygenase (IDO1) inhibitor, was in development for various cancers and was in combination trials with Merck's pembrolizumab (Keytruda) and Bristol Myers Squibb's nivolumab (Opdivo).
Acquisition history
Incyte has made a total of 3 acquisitions.
Maxia Pharmaceuticals (2003): An early acquisition in Incyte's history, the company purchased Maxia in 2003 for $42 million.
Villaris Therapeutics (2022): This acquisition was valued at approximately $1.4 billion and included an upfront payment along with milestones. It added new assets to Incyte's portfolio for treating vitiligo and other autoimmune conditions.
Escient Pharmaceuticals (2024): In May 2024, Incyte acquired this San Diego-based, clinical-stage company for $750 million. The acquisition provided Incyte with two oral drug candidates for inflammatory diseases, EP262 and EP547.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
INCY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
INCY 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
INCY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 8 24,2%
- Compra 9 27,3%
- Mantener 16 48,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
23 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 | $3.09 | $2.14 | 0.95% |
| 31 de marzo de 2026 | $1.81 | $1.40 | 0.41% |
| 31 de diciembre de 2025 | $1.80 | $1.97 | -0.17% |
| 30 de septiembre de 2025 | $2.26 | $1.69 | 0.57% |
| 30 de junio de 2025 | $1.57 | $1.50 | 0.07% |
| 31 de marzo de 2025 | $1.16 | $1.04 | 0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| INCY | $19.60B | 15.4 | 21.2% | 25.0% | 27.6% | — |
| RVMD | — | — | — | — | — | — |
| NTRA | $32.00B | -150.7 | 35.9% | -9.0% | -14.1% | — |
| BIIB | $25.84B | 20.0 | 2.2% | 13.1% | 7.2% | — |
| ALNY | $52.64B | 170.7 | 65.2% | 8.5% | 60.4% | — |
| INSM | $37.29B | -27.1 | 66.7% | -210.5% | -128.4% | — |
| MRNA | $11.62B | -4.1 | -39.9% | -145.2% | -31.3% | — |
| UTHR | $21.27B | 17.5 | 10.6% | 41.9% | 18.7% | 87.9% |
| BBIO | $14.90B | -20.2 | 126.3% | -146.0% | 41.2% | — |
| NBIX | $14.20B | 30.4 | 21.4% | 16.7% | 16.1% | — |
| BMRN | $11.43B | 33.0 | 12.9% | 10.8% | 5.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.14B | $4.24B | $3.70B | $3.39B | $2.99B | $2.67B | $2.16B | $1.88B | $1.54B | $1.11B | $754M | $511M | |
| Cost of Revenue | $372M | $312M | $255M | $207M | $151M | $131M | $114M | $94M | $79M | $58M | $27M | $3M | |
| R&D Expense | $2.05B | $2.61B | $1.63B | $1.59B | $1.46B | $2.22B | $1.15B | $1.20B | $1.33B | $582M | $480M | $348M | |
| SG&A Expense | $1.38B | $1.24B | $1.16B | $1.00B | $740M | $517M | $469M | $434M | $366M | $303M | $197M | $166M | |
| Operating Expenses | $3.63B | $4.18B | $3.08B | $2.82B | $2.40B | $2.93B | $1.76B | $1.75B | $1.78B | $961M | $703M | $516M | |
| Operating Income | $1.51B | $61M | $621M | $579M | $586M | $-264M | $402M | $129M | $-243M | $145M | $51M | $-5M | |
| Interest Expense | · | · | $3M | $3M | $2M | $2M | $2M | $2M | $7M | $39M | $46M | $47M | |
| Interest Income | $106M | $129M | $158M | $40M | · | · | · | · | · | · | · | · | |
| Other Non-op | $25M | $13M | $14M | $-519.0K | $11M | $23M | $52M | $32M | $17M | · | · | · | |
| Pretax Income | $1.66B | $317M | $834M | $529M | $570M | $-232M | $487M | $115M | $-312M | $107M | $8M | $-49M | |
| Income Tax | $378M | $284M | $237M | $188M | $-378M | $63M | $40M | $6M | $852.0K | $3M | $1M | $-66.0K | |
| Net Income | $1.29B | $33M | $598M | $341M | $949M | $-296M | $447M | $109M | $-313M | $104M | · | · | |
| EPS (Basic) | $6.59 | $0.16 | $2.67 | $1.53 | $4.30 | $-1.36 | $2.08 | $0.52 | $-1.53 | $0.55 | $0.04 | $-0.29 | |
| EPS (Diluted) | $6.41 | $0.15 | $2.65 | $1.52 | $4.27 | $-1.36 | $2.05 | $0.51 | $-1.53 | $0.54 | $0.03 | $-0.29 | |
| Shares (Basic) | 195,204,000 | 207,110,000 | 223,628,000 | 222,004,000 | 220,428,000 | 218,073,000 | 214,913,000 | 212,383,000 | 204,580,000 | 187,873,000 | 179,601,000 | 167,947,000 | |
| Shares (Diluted) | 200,700,000 | 210,530,000 | 225,928,000 | 223,958,000 | 222,074,000 | 218,073,000 | 217,657,000 | 215,635,000 | 204,580,000 | 194,125,000 | 187,302,000 | 167,947,000 | |
| EBITDA | $1.61B | $151M | · | $647M | $644M | $-212M | $457M | $184M | $-192M | · | · | $37M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.10B | $1.69B | $3.21B | $2.95B | $2.06B | $1.51B | $1.83B | $1.16B | $900M | $652M | $521M | $452M | |
| Short-term Investments | · | · | · | · | · | · | $285M | $274M | $270M | $156M | $186M | $148M | |
| Inventory | $101M | $59M | $63M | $42M | $28M | $16M | $11M | $7M | $6M | $4M | $2M | $358.0K | |
| Prepaid Expense | $318M | $169M | $183M | $167M | $126M | $60M | $44M | $79M | $62M | $33M | $18M | $21M | |
| Current Assets | $5.02B | $3.24B | $4.65B | $4.09B | $3.12B | $2.36B | $2.48B | $1.83B | $1.50B | $994M | $842M | $680M | |
| PP&E (Net) | $731M | $763M | $752M | $739M | $724M | $560M | $378M | $320M | $260M | $168M | $86M | $82M | |
| PP&E (Gross) | $1.11B | $1.09B | $1.02B | $952M | $900M | $704M | $499M | $423M | $334M | $219M | $131M | $116M | |
| Accum. Depreciation | $375M | $328M | $270M | $213M | $176M | $144M | $122M | $103M | $75M | $52M | $45M | $35M | |
| Goodwill | $133M | $156M | $156M | $156M | $156M | $156M | $156M | $156M | $156M | $156M | · | · | |
| Intangibles | · | · | · | · | · | · | · | · | $237M | $270M | $12M | $2M | |
| Other Non-current Assets | $18M | $11M | $52M | $25M | $37M | $39M | $49M | $19M | $2M | $3M | $12M | · | |
| Total Assets | $6.96B | $5.44B | $6.78B | $5.84B | $4.93B | $3.56B | $3.43B | $2.65B | $2.30B | $1.64B | $1.01B | $796M | |
| Accounts Payable | $210M | $197M | $110M | $278M | $172M | $99M | $84M | $104M | $68M | $76M | $30M | $24M | |
| Accrued Liabilities | $1.03B | $1.21B | $936M | $701M | $534M | $378M | $286M | $229M | $199M | $127M | $87M | $62M | |
| Current Liabilities | $1.52B | $1.64B | $1.24B | $1.16B | $854M | $631M | $513M | $425M | $375M | $274M | $168M | $221M | |
| Capital Leases | $15M | $17M | $14M | $14M | $16M | $14M | $12M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | $20M | |
| Other Non-current Liabilities | $165M | $168M | $149M | $99M | $70M | $58M | $40M | $22M | $20M | $13M | $48M | $55M | |
| Total Liabilities | $1.79B | $2.00B | $1.59B | $1.47B | $1.16B | $950M | $828M | $720M | $672M | $1.22B | $836M | $878M | |
| Long-term Debt | · | · | · | · | · | · | · | $19.09B | $27M | $750M | $750M | $841M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $689M | |
| Common Stock | $198.0K | $193.0K | $224.0K | $223.0K | $221.0K | $219.0K | $216.0K | $213.0K | $211.0K | $189.0K | $187.0K | $171.0K | |
| Retained Earnings | $214M | $-1.07B | $160M | $-437M | $-778M | $-1.73B | $-1.43B | $-1.88B | $-1.99B | $-1.67B | $-1.78B | $-1.79B | |
| AOCI | $25M | $-13M | $13M | $15M | $-19M | $-15M | $-16M | $-10M | $-7M | $-3M | $-809.0K | $2M | |
| Stockholders' Equity | $5.17B | $3.45B | $5.19B | $4.37B | $3.77B | $2.61B | $2.60B | $1.93B | $1.63B | $419M | $171M | $-82M | |
| Liabilities + Equity | $6.96B | $5.44B | $6.78B | $5.84B | $4.93B | $3.56B | $3.43B | $2.65B | $2.30B | $1.64B | $1.01B | $796M | |
| Shares Outstanding | 198,460,009 | 193,434,305 | 224,286,862 | 222,746,719 | 221,084,433 | 219,489,329 | 216,177,830 | 213,274,660 | 211,262,906 | 188,848,752 | 186,650,249 | 170,876,619 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $93M | $89M | $83M | $68M | $58M | $52M | $55M | $55M | $52M | $58M | $45M | $41M | |
| Stock-based Comp | $249M | $266M | $216M | $188M | $183M | $178M | $167M | $148M | $133M | $96M | $70M | $62M | |
| Deferred Tax | $248M | $-86M | $-159M | $57M | $-466M | $-350.0K | $-377.0K | $-459.0K | $-805.0K | · | · | · | |
| Amort. of Intangibles | $27M | $24M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $13M | · | · | |
| Other Non-cash | $-463M | $33M | · | $316M | $26M | $-58M | $43M | $24M | · | · | · | · | |
| Operating Cash Flow | $1.41B | $335M | $496M | $970M | $749M | $-125M | $711M | $336M | $-93M | $305M | $89M | $26M | |
| CapEx | · | · | · | $78M | $181M | $187M | $78M | $73M | $111M | $120M | $26M | $28M | |
| Investing Cash Flow | $-103M | $158M | $-208M | $-79M | $-208M | $-269M | $-87M | $-86M | $-350M | $-232M | $-105M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | $649M | · | · | · | |
| Stock Repurchased | $0 | $2.00B | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $0 | $-2.00B | · | · | · | · | · | · | $649M | · | · | · | |
| Financing Cash Flow | $101M | $-2.02B | $-20M | $-794.0K | $6M | $72M | $46M | $15M | $690M | $45M | $85M | · | |
| Net Change in Cash | $1.41B | $-1.53B | $262M | $894M | $544M | $-319M | $669M | $265M | $247M | $117M | $69M | $-19M | |
| Taxes Paid | $212M | $373M | $378M | $136M | $68M | $71M | $34M | $5M | $6M | $927.0K | · | · | |
| Free Cash Flow | · | · | · | $892M | $568M | $-312M | $633M | $263M | $-204M | · | · | $-2M | |
| Levered FCF | · | · | · | $890M | $565M | $-315M | $631M | $261M | $-211M | · | · | $-48M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 29.5% | 1.5% | · | 17.1% | 19.6% | -9.9% | 18.6% | 6.9% | -15.9% | · | · | -0.94% | |
| Net Margin | 25.0% | 0.77% | · | 10.0% | 31.8% | -11.1% | 20.7% | 5.8% | · | · | · | · | |
| Pretax Margin | 32.4% | 7.5% | · | 15.6% | 19.1% | -8.7% | 22.6% | 6.1% | -20.3% | · | · | -9.5% | |
| EBITDA Margin | 31.3% | 3.5% | · | 19.1% | 21.6% | -7.9% | 21.1% | 9.8% | -12.5% | · | · | 7.2% | |
| ROA | 20.8% | 0.53% | · | 6.3% | 22.3% | -8.5% | 14.7% | 4.4% | · | · | · | · | |
| ROE | 27.6% | 0.99% | · | 7.9% | 27.4% | -11.8% | 17.8% | 5.9% | · | · | · | · | |
| ROIC | 22.7% | 0.18% | · | 8.5% | 25.8% | -12.9% | 14.2% | 6.4% | -15.0% | · | · | -0.79% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 2.0 | · | 3.5 | 3.7 | 3.7 | 4.8 | 4.3 | 4.0 | · | · | 3.2 | |
| Quick Ratio | 2.0 | 1.0 | · | 2.6 | 2.4 | 2.4 | 4.1 | 3.4 | 3.1 | · | · | 2.7 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | -8.4 | |
| Interest Coverage | · | · | · | 217.3 | 307.0 | -121.3 | 216.7 | 83.7 | -35.3 | · | · | -0.1 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | · | 0.6 | 0.7 | 0.8 | 0.7 | 0.8 | 0.8 | · | · | 0.7 | |
| Inventory Turnover | 4.7 | 5.1 | · | 5.9 | 6.8 | 9.4 | 12.4 | 14.0 | 15.0 | · | · | 7.9 |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 21.2% | 14.8% | 8.9% | 13.7% | 12.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.8% | 12.4% | 11.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 4173.3% | -94.3% | 74.3% | -64.4% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 61.6% | -67.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 3845.0% | -94.5% | 75.4% | -64.1% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 55.7% | -67.5% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.14B | $4.24B | $3.70B | $3.39B | $2.99B | $2.67B | $2.16B | $1.88B | $1.54B | $1.11B | $754M | $511M | |
| Net Income TTM | $1.29B | $33M | $598M | $341M | $949M | $-296M | $447M | $109M | $-313M | $104M | · | · | |
| Market Cap | $19.60B | $13.36B | · | $17.89B | $16.23B | $19.09B | $18.88B | $13.56B | $20.01B | · | · | · | |
| P/E | 15.4 | 460.5 | 23.7 | 52.8 | 17.2 | -64.0 | 42.6 | 124.7 | -61.9 | 185.7 | 3615.0 | -252.1 | |
| P/S | 3.8 | 3.2 | · | 5.3 | 5.4 | 7.2 | 8.7 | 7.2 | 13.0 | · | · | · | |
| P/B | 3.8 | 3.9 | · | 4.1 | 4.3 | 7.3 | 7.3 | 7.0 | 12.3 | · | · | · | |
| P / Tangible Book | 3.9 | 4.1 | 2.8 | 4.2 | 4.5 | 7.8 | · | · | · | · | · | · | |
| P / Cash Flow | 13.9 | 39.8 | · | 18.4 | 21.7 | -153.2 | 26.6 | 40.3 | -215.2 | · | · | · | |
| P / FCF | · | · | · | 20.1 | 28.5 | -61.2 | 29.8 | 51.6 | -98.1 | · | · | · | |
| Earnings Yield | 6.5% | 0.22% | 4.2% | 1.9% | 5.8% | -1.6% | 2.4% | 0.80% | -1.6% | 0.54% | 0.03% | -0.40% |
Estado de resultados 17
| 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 | $1.67B | $1.27B | $1.51B | $1.37B | $1.22B | $1.05B | $1.18B | $1.14B | $1.04B | $881M | $1.01B | $919M | $955M | $809M | $927M | $823M | |
| Cost of Revenue | $105M | $105M | $121M | $99M | $79M | $73M | $88M | $86M | $77M | $61M | $70M | $60M | $68M | $57M | $59M | $55M | |
| R&D Expense | $517M | $516M | $611M | $507M | $495M | $437M | $466M | $573M | $1.14B | $429M | $444M | $376M | $401M | $407M | $501M | $384M | |
| SG&A Expense | $352M | $328M | $390M | $329M | $331M | $326M | $327M | $309M | $306M | $300M | $288M | $268M | $284M | $316M | $273M | $266M | |
| Operating Expenses | $976M | $972M | $1.17B | $922M | $685M | $848M | $877M | $992M | $1.52B | $789M | $826M | $704M | $761M | $784M | $857M | $685M | |
| Operating Income | $698M | $301M | $336M | $444M | $530M | $205M | $302M | $146M | $-478M | $92M | $187M | $215M | $194M | $25M | $70M | $138M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $430.0K | · | $623.0K | $655.0K | $469.0K | · | $641.0K | |
| Interest Income | $38M | $34M | $31M | $27M | $25M | $23M | $21M | $19M | $41M | $47M | · | · | · | · | · | · | |
| Other Non-op | $6M | $3M | $6M | $4M | $7M | $8M | $2M | $5M | $8M | $-2M | $-108M | $46M | $43M | $33M | $-14M | $12M | |
| Pretax Income | $752M | $344M | $390M | $482M | $558M | $234M | $314M | $157M | $-390M | $236M | $271M | $234M | $278M | $52M | $81M | $149M | |
| Income Tax | $166M | $40M | $91M | $58M | $153M | $76M | $113M | $50M | $55M | $67M | $70M | $63M | $74M | $30M | $52M | $36M | |
| Net Income | $586M | $303M | $299M | $424M | $405M | $158M | $201M | $106M | $-445M | $170M | $201M | $171M | $204M | $22M | $28M | $113M | |
| EPS (Basic) | $2.92 | $1.52 | $1.51 | $2.17 | $2.09 | $0.82 | $0.89 | $0.55 | $-2.04 | $0.76 | $0.90 | $0.76 | $0.91 | $0.10 | $0.12 | $0.51 | |
| EPS (Diluted) | $2.81 | $1.47 | $1.46 | $2.11 | $2.04 | $0.80 | $0.90 | $0.54 | $-2.04 | $0.75 | $0.89 | $0.76 | $0.90 | $0.10 | $0.13 | $0.50 | |
| Shares (Basic) | 200,378,000 | 199,343,000 | -388,173,000 | 195,670,000 | 193,995,000 | 193,712,000 | -428,178,000 | 192,629,000 | 218,175,000 | 224,484,000 | -446,658,000 | 224,078,000 | 223,248,000 | 222,960,000 | -443,397,000 | 222,415,000 | |
| Shares (Diluted) | 208,216,000 | 206,830,000 | -397,670,000 | 201,429,000 | 198,744,000 | 198,197,000 | -430,702,000 | 195,838,000 | 218,175,000 | 227,219,000 | -451,477,000 | 226,167,000 | 225,649,000 | 225,589,000 | -446,828,000 | 224,175,000 | |
| EBITDA | $698M | $325M | · | $444M | $530M | $228M | · | $146M | $-478M | $114M | · | $215M | $194M | $44M | · | $138M |
Balance general 22
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.98B | $3.46B | $3.10B | $2.46B | $1.95B | $1.94B | $1.69B | $1.30B | $987M | $3.35B | · | $3.23B | $3.13B | $2.82B | · | $2.69B | |
| Inventory | $113M | $116M | $101M | $83M | $83M | $64M | $59M | $70M | $101M | $64M | · | $57M | $36M | $41M | · | $46M | |
| Prepaid Expense | $253M | $301M | $318M | $369M | $296M | $212M | $169M | $205M | $208M | $189M | · | $172M | $167M | $194M | · | $180M | |
| Current Assets | $6.03B | $5.48B | $5.02B | $4.28B | $3.64B | $3.51B | $3.24B | $2.81B | $2.57B | $4.85B | · | $4.40B | $4.26B | $3.97B | · | $3.82B | |
| PP&E (Net) | $709M | $720M | $731M | $799M | $799M | $765M | $763M | $773M | $762M | $720M | · | $733M | $749M | $742M | · | $716M | |
| PP&E (Gross) | $1.11B | $1.11B | $1.11B | $1.16B | $1.14B | $1.11B | $1.09B | $1.09B | $1.06B | $1.00B | · | $986M | $988M | $967M | · | $918M | |
| Accum. Depreciation | $404M | $389M | $375M | $361M | $346M | $344M | $328M | $316M | $298M | $283M | · | $253M | $239M | $226M | · | $202M | |
| Goodwill | $133M | $133M | $133M | $156M | $156M | $156M | $156M | $156M | $156M | $156M | · | $156M | $156M | $156M | · | $156M | |
| Other Non-current Assets | $87M | $24M | $18M | $32M | $33M | $30M | $11M | $40M | $22M | $47M | · | $81M | $32M | $21M | · | $24M | |
| Total Assets | $7.87B | $7.34B | $6.96B | $6.33B | $5.82B | $5.75B | $5.44B | $5.01B | $4.66B | $7.14B | · | $6.39B | $6.21B | $5.80B | · | $5.51B | |
| Accounts Payable | $250M | $229M | $210M | $172M | $241M | $196M | $197M | $179M | $148M | $164M | · | $139M | $156M | $56M | · | $163M | |
| Accrued Liabilities | $870M | $1.09B | $1.03B | $948M | $857M | $1.38B | $1.21B | $1.13B | $1.03B | $1.10B | · | $821M | $811M | $825M | · | $700M | |
| Current Liabilities | $1.31B | $1.49B | $1.52B | $1.34B | $1.28B | $1.72B | $1.64B | $1.50B | $1.34B | $1.40B | · | $1.12B | $1.12B | $1.01B | · | $1.01B | |
| Capital Leases | · | · | $15M | · | · | · | $17M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $125M | $127M | $165M | $171M | $180M | $176M | $168M | $145M | $142M | $151M | · | $133M | $140M | $118M | · | $75M | |
| Total Liabilities | $1.53B | $1.72B | $1.79B | $1.68B | $1.65B | $2.08B | $2.00B | $1.84B | $1.66B | $1.74B | · | $1.46B | $1.47B | $1.34B | · | $1.28B | |
| Common Stock | $201.0K | $200.0K | $198.0K | $196.0K | $194.0K | $193.0K | $193.0K | $192.0K | $191.0K | $224.0K | · | $224.0K | $223.0K | $223.0K | · | $222.0K | |
| Retained Earnings | $1.10B | $517M | $214M | $-86M | $-510M | $-915M | $-1.07B | $-1.27B | $-1.38B | $330M | · | $-41M | $-212M | $-416M | · | $-466M | |
| AOCI | $20M | $22M | $25M | $15M | $13M | $-6M | $-13M | $16M | $-5M | $-6M | · | $23M | $27M | $21M | · | $-29M | |
| Stockholders' Equity | $6.34B | $5.62B | $5.17B | $4.65B | $4.17B | $3.67B | $3.45B | $3.17B | $3.00B | $5.39B | $5.19B | $4.93B | $4.74B | $4.46B | $4.37B | $4.23B | |
| Liabilities + Equity | $7.87B | $7.34B | $6.96B | $6.33B | $5.82B | $5.75B | $5.44B | $5.01B | $4.66B | $7.14B | · | $6.39B | $6.21B | $5.80B | · | $5.51B | |
| Shares Outstanding | 200,977,687 | 199,948,401 | 198,460,009 | 196,130,993 | 194,123,265 | 193,783,446 | 193,434,305 | 192,798,328 | 191,572,449 | 224,533,449 | · | 224,101,839 | 223,338,330 | 223,061,787 | · | 222,454,839 |
Flujo de Efectivo 10
| 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 | $26M | $24M | $24M | $24M | $23M | $22M | $23M | $23M | $22M | $22M | $22M | $21M | $20M | $19M | $18M | $17M | |
| Stock-based Comp | $67M | $64M | $62M | $62M | $65M | $61M | $72M | $78M | $57M | $60M | $60M | $48M | $55M | $53M | $53M | $45M | |
| Other Non-cash | · | $-22M | · | · | · | $25M | · | · | · | $-32M | · | · | · | $-200M | · | · | |
| Operating Cash Flow | $508M | $369M | $543M | $559M | $45M | $266M | $381M | $311M | $-576M | $219M | $148M | $148M | $307M | $-106M | $284M | $296M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $28M | |
| Investing Cash Flow | $-52M | $-88M | $-37M | $-47M | $-19M | $1M | $-21M | $38M | $214M | $-73M | $-154M | $-17M | $-7M | $-29M | $-21M | $-28M | |
| Stock Repurchased | · | · | $0 | $0 | · | · | $0 | $103.0K | · | · | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $65M | $85M | $138M | $-13M | $-11M | $-13M | $20M | $-32M | $-2.00B | $-12M | $346.0K | $-37M | $13M | $4M | $-2M | $-14M | |
| Net Change in Cash | $521M | $363M | $643M | $500M | $13M | $254M | $384M | $317M | $-2.36B | $133M | $-14M | $96M | $310M | $-130M | $261M | $255M | |
| Taxes Paid | $15M | $-9M | $27M | $7M | $177M | $844.0K | $70M | $73M | $227M | $3M | $125M | $116M | $130M | $7M | $20M | $40M |
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 | 41.7% | 23.7% | · | 32.5% | 43.6% | 19.5% | · | 12.8% | -45.8% | 10.4% | · | 23.4% | 20.3% | 3.1% | · | 16.8% | |
| Net Margin | 35.0% | 23.8% | · | 31.1% | 33.3% | 15.0% | · | 9.4% | -42.6% | 19.2% | · | 18.6% | 21.3% | 2.7% | · | 13.7% | |
| Pretax Margin | 44.9% | 27.0% | · | 35.3% | 45.9% | 22.2% | · | 13.8% | -37.3% | 26.8% | · | 25.4% | 29.1% | 6.4% | · | 18.1% | |
| EBITDA Margin | 41.7% | 25.5% | · | 32.5% | 43.6% | 21.6% | · | 12.8% | -45.8% | 12.9% | · | 23.4% | 20.3% | 5.4% | · | 16.8% | |
| ROA | 8.6% | 4.6% | · | 7.5% | 7.7% | 2.5% | · | 1.9% | -8.2% | 2.6% | · | 2.9% | 3.5% | 0.40% | · | 2.3% | |
| ROE | 11.1% | 6.5% | · | 10.8% | 11.3% | 3.5% | · | 2.6% | -11.5% | 3.4% | · | 3.7% | 4.6% | 0.52% | · | 3.1% | |
| ROIC | 8.6% | 4.7% | · | 8.4% | 9.2% | 3.8% | · | 3.1% | -18.2% | 1.2% | · | 3.2% | 3.0% | 0.23% | · | 2.5% |
Liquidez y Solvencia 3
| 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 | 4.6 | 3.7 | · | 3.2 | 2.8 | 2.0 | · | 1.9 | 1.9 | 3.5 | · | 3.9 | 3.8 | 3.9 | · | 3.8 | |
| Quick Ratio | 3.0 | 2.3 | · | 1.8 | 1.5 | 1.1 | · | 0.9 | 0.7 | 2.4 | · | 2.9 | 2.8 | 2.8 | · | 2.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 213.7 | · | 344.6 | 295.8 | 52.8 | · | 215.9 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.2 | |
| Inventory Turnover | 1.1 | 1.2 | · | 1.3 | 0.9 | 1.1 | · | 1.3 | 1.1 | 1.2 | · | 1.2 | 1.5 | 1.5 | · | 1.6 |
Valoración (TTM) 9
| 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 | $5.53B | $4.91B | · | $4.77B | $4.45B | $4.12B | · | $3.98B | $3.80B | $3.56B | · | $3.51B | $3.50B | $3.28B | · | $3.28B | |
| Net Income TTM | $1.72B | $1.29B | · | $1.09B | $225M | $-10M | · | $3M | $100M | $566M | · | $509M | $499M | $334M | · | $494M | |
| Market Cap | $22.78B | $18.82B | · | $16.63B | $13.22B | $11.73B | · | $12.74B | $11.61B | $12.79B | · | $12.95B | $13.90B | $16.12B | · | $14.82B | |
| P/E | 13.4 | 14.7 | · | 15.4 | 50.8 | 1211.0 | · | 6610.0 | 163.8 | 22.7 | · | 25.6 | 28.0 | 48.5 | · | 30.2 | |
| P/S | 4.1 | 3.8 | · | 3.5 | 3.0 | 2.9 | · | 3.2 | 3.1 | 3.6 | · | 3.7 | 4.0 | 4.9 | · | 4.5 | |
| P/B | 3.6 | 3.3 | · | 3.6 | 3.2 | 3.2 | · | 4.0 | 3.9 | 2.4 | · | 2.6 | 2.9 | 3.6 | · | 3.5 | |
| P / Tangible Book | 3.7 | 3.4 | · | 3.7 | 3.3 | 3.3 | · | 4.2 | 4.1 | 2.4 | · | 2.7 | 3.0 | 3.7 | · | 3.6 | |
| P / Cash Flow | · | 51.0 | · | · | · | 44.1 | · | · | · | 58.5 | · | · | · | -152.7 | · | · | |
| Earnings Yield | 7.4% | 6.8% | · | 6.5% | 2.0% | 0.08% | · | 0.02% | 0.61% | 4.4% | · | 3.9% | 3.6% | 2.1% | · | 3.3% |
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 | $5.14B | $4.24B | $3.70B | $3.39B | $2.99B |
| Margen Operativo % | 29.5% | 1.5% | — | 17.1% | 19.6% |
| Beneficio neto | $1.29B | $33M | $598M | $341M | $949M |
| EPS Diluido | $6.41 | $0.15 | $2.65 | $1.52 | $4.27 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 3.3 | 2.0 | — | 3.5 | 3.7 |
| Ratio Rápido | 2.0 | 1.0 | — | 2.6 | 2.4 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | — | — | $892M | $568M |
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.
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Propietarios institucionales (13F) 929 declarantes · $16.2B 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 |
|---|---|---|---|---|
| 130 (+6 vs trimestre anterior) | 66 (-30 vs trimestre anterior) | 347 (+33 vs trimestre anterior) | 261 (-23 vs trimestre anterior) | -2.3M |
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 |
|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | $3 487 217 729 | 30 762 330 | 21,55% | Acciones |
| Dodge & Cox | $1 355 482 475 | 11 957 326 | 8,38% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 249 713 401 | 11 024 289 | 7,72% | Acciones |
| STATE STREET CORP | $1 102 124 009 | 9 722 336 | 6,81% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $883 198 076 | 7 791 091 | 5,46% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $472 254 570 | 4 183 857 | 2,92% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $398 135 284 | 3 512 132 | 2,46% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $384 786 803 | 3 394 379 | 2,38% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $311 168 439 | 2 744 958 | 1,92% | Acciones |
| Robeco Institutional Asset Management B.V. | $276 795 075 | 2 441 735 | 1,71% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $227 123 448 | 2 003 559 | 1,40% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $201 199 603 | 1 774 874 | 1,24% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $191 845 249 | 1 692 354 | 1,19% | Acciones |
| FIRST TRUST ADVISORS LP | $180 015 041 | 1 587 996 | 1,11% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $167 811 569 | 1 480 342 | 1,04% | Acciones |
| Caisse de depot et placement du Quebec | $155 360 220 | 1 370 503 | 0,96% | Acciones |
| AustralianSuper Pty Ltd | $135 634 220 | 1 196 491 | 0,84% | Acciones |
| NORGES BANK | $126 861 970 | 1 119 107 | 0,78% | Acciones |
| FMR LLC | $116 316 542 | 1 026 081 | 0,72% | Acciones |
| ROYAL BANK OF CANADA | $115 263 000 | 1 016 790 | 0,71% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $106 959 694 | 943 540 | 0,66% | Acciones |
| ARMISTICE CAPITAL, LLC | $102 024 567 | 900 005 | 0,63% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $99 970 937 | 881 889 | 0,62% | Acciones |
| GOLDMAN SACHS GROUP INC | $97 568 045 | 860 692 | 0,60% | Acciones |
| VANGUARD GROUP INC | $91 396 622 | 925 348 | 0,56% | Acciones |
| Sound Shore Management Inc /CT/ | $85 895 479 | 757 723 | 0,53% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $82 953 901 | 731 774 | 0,51% | Acciones |
| Gotham Asset Management, LLC | $81 567 621 | 719 545 | 0,50% | Acciones |
| Pictet Asset Management Holding SA | $81 315 880 | 713 354 | 0,50% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $75 887 460 | 768 325 | 0,47% | Acciones |
| MACKENZIE FINANCIAL CORP | $71 967 956 | 634 862 | 0,44% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $65 633 852 | 578 986 | 0,41% | Acciones |
| Legal & General Group Plc | $63 331 398 | 558 675 | 0,39% | Acciones |
| SEB Asset Management AB | $63 307 742 | 558 467 | 0,39% | Acciones |
| GLENMEDE TRUST CO NA | $60 308 653 | 532 010 | 0,37% | Acciones |
| Woodline Partners LP | $58 118 538 | 512 690 | 0,36% | Acciones |
| MARSHALL WACE, LLP | $56 804 130 | 501 095 | 0,35% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $56 779 870 | 500 881 | 0,35% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $55 184 782 | 486 810 | 0,34% | Acciones |
| BlackRock, Inc. | $54 675 002 | 482 313 | 0,34% | Acciones |
| Swiss National Bank | $54 058 437 | 476 874 | 0,33% | Acciones |
| Glenmede Investment Management, LP | $53 145 338 | 626 640 | 0,33% | Acciones |
| Vinva Investment Management Ltd | $53 069 578 | 462 843 | 0,33% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $50 161 800 | 442 500 | 0,31% | Acciones |
| California Public Employees Retirement System | $48 730 290 | 429 872 | 0,30% | Acciones |
| RHUMBLINE ADVISERS | $48 578 406 | 428 533 | 0,30% | Acciones |
| IEQ CAPITAL, LLC | $48 141 997 | 424 682 | 0,30% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $46 733 567 | 412 258 | 0,29% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $44 634 140 | 393 738 | 0,28% | Acciones |
| Vanguard Global Advisers, LLC | $43 080 994 | 380 037 | 0,27% | Acciones |
| MORGAN STANLEY | $42 894 746 | 378 394 | 0,27% | Acciones |
| Swedbank AB | $42 100 431 | 371 387 | 0,26% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $39 177 443 | 345 602 | 0,24% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $38 530 157 | 339 892 | 0,24% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $38 125 008 | 336 318 | 0,24% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $37 984 782 | 335 081 | 0,23% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $36 114 682 | 318 584 | 0,22% | Acciones |
| Aware Super Pty Ltd as trustee of Aware Super | $34 779 982 | 306 810 | 0,21% | Acciones |
| Arbejdsmarkedets Tillaegspension | $33 826 624 | 298 400 | 0,21% | Acciones |
| BARCLAYS PLC | $32 329 252 | 285 191 | 0,20% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $32 129 398 | 283 428 | 0,20% | Acciones |
| Ensign Peak Advisors, Inc | $30 602 212 | 269 956 | 0,19% | Acciones |
| Illinois Municipal Retirement Fund | $29 511 916 | 260 338 | 0,18% | Acciones |
| WINTON GROUP Ltd | $28 839 691 | 254 408 | 0,18% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $28 624 373 | 252 509 | 0,18% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $26 717 581 | 236 172 | 0,17% | Acciones |
| TODD ASSET MANAGEMENT LLC | $26 568 750 | 234 375 | 0,16% | Acciones |
| BANK OF AMERICA CORP /DE/ | $25 899 133 | 228 468 | 0,16% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $24 961 078 | 220 193 | 0,15% | Acciones |
| Andra AP-fonden | $24 381 598 | 259 048 | 0,15% | Acciones |
| Quantinno Capital Management LP | $24 309 704 | 214 446 | 0,15% | Acciones |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $24 037 194 | 212 043 | 0,15% | Acciones |
| Baird Financial Group, Inc. | $23 690 539 | 208 985 | 0,15% | Acciones |
| Eurizon Capital SGR S.p.A. | $23 250 000 | 204 785 | 0,14% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $22 709 932 | 241 287 | 0,14% | Acciones |
| Korea Investment CORP | $22 164 827 | 195 526 | 0,14% | Acciones |
| KLP KAPITALFORVALTNING AS | $21 799 695 | 192 305 | 0,13% | Acciones |
| Catalio Capital Management, LP | $21 722 837 | 191 627 | 0,13% | Acciones |
| PRUDENTIAL FINANCIAL INC | $21 650 853 | 190 992 | 0,13% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $21 575 016 | 190 323 | 0,13% | Acciones |
| Fideuram Asset Management (Ireland) dac | $20 928 446 | 213 883 | 0,13% | Acciones |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $20 401 285 | 179 969 | 0,13% | Acciones |
| APG Asset Management N.V. | $20 193 310 | 203 661 | 0,12% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $19 499 734 | 172 016 | 0,12% | Acciones |
| SECTOR GAMMA AS | $19 356 560 | 170 753 | 0,12% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $19 137 209 | 168 818 | 0,12% | Acciones |
| CWM, LLC | $19 084 906 | 202 772 | 0,12% | Acciones |
| Bridgewater Associates, LP | $19 073 160 | 168 253 | 0,12% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $18 937 791 | 201 209 | 0,12% | Acciones |
| Candriam S.C.A. | $18 443 367 | 162 854 | 0,11% | Acciones |
| Focus Partners Wealth | $18 354 947 | 161 917 | 0,11% | Acciones |
| DNB Asset Management AS | $18 304 239 | 161 470 | 0,11% | Acciones |
| SEI INVESTMENTS CO | $18 019 140 | 158 955 | 0,11% | Acciones |
| Trails Edge Capital Partners, LP | $17 570 800 | 155 000 | 0,11% | Acciones |
| Jefferies Financial Group Inc. | $17 321 295 | 152 799 | 0,11% | Acciones |
| SAWGRASS ASSET MANAGEMENT LLC | $17 250 671 | 152 176 | 0,11% | Acciones |
| Mitsubishi UFJ Trust & Banking Corp | $17 215 756 | 151 868 | 0,11% | Acciones |
| AVIVA PLC | $16 882 025 | 148 924 | 0,10% | Acciones |
| Driehaus Capital Management LLC | $16 794 397 | 148 151 | 0,10% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $16 681 037 | 147 151 | 0,10% | Acciones |
Informantes de la empresa 61 insiders · 32 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| William Meury | Chief Executive Officer | 16 de julio de 2026 A | 183 129 | 0 | 0 | $0 |
| Herve Hoppenot | Special Advisor to the CEO | 15 de julio de 2025 F | 517 146 | 0 | 0 | $0 |
| Christiana Stamoulis | EVP & Chief Financial Officer | 15 de julio de 2025 A | 125 759 | 0 | 0 | $0 |
| David W Gryska | Executive Vice President, CFO | 16 de julio de 2018 F | 10 235 | 0 | 0 | $0 |
| David C Hastings | Chief Financial Officer | 5 de junio de 2014 M | 8 500 | 0 | 0 | $0 |
| Lee Heeson | EVP, Head of Incyte Intl | 23 de julio de 2026 A | 32 778 | 0 | 0 | $0 |
| Michael James Morrissey | EVP, Head of Tech. Operations | 23 de julio de 2026 A | 81 515 | 0 | 0 | $0 |
| Richard A. Hoffman | EVP & General Counsel | 16 de julio de 2026 A | 16 861 | 0 | 0 | $0 |
| David H Gardner | EVP, Chief Strategy Officer | 16 de julio de 2026 A | 16 824 | 0 | 0 | $0 |
| Ramitpal K Basi | EVP, Human Resources | 16 de julio de 2026 A | 11 497 | 0 | 0 | $0 |
| Mohamed Khairie Issa | EVP, Head of U.S. Commercial | 16 de julio de 2026 A | 71 797 | 0 | 1 | $-125 706 |
| Thomas Tray | Principal Accounting Officer | 16 de julio de 2026 A | 21 699 | 0 | 1 | $-263 900 |
| Steven H Stein | CMO & Head of Late-Stage Dev. | 16 de julio de 2026 A | 30 916 | 0 | 2 | $-3 407 541 |
| Sheila A. Denton | EVP & General Counsel | 15 de agosto de 2025 M | 33 200 | 0 | 1 | $-24 046 |
| Vijay K Iyengar | EVP, GMAPPS | 16 de julio de 2025 S | 40 540 | 0 | 0 | $0 |
| Barry P Flannelly | EVP & General Manager US | 16 de julio de 2025 S | 35 149 | 0 | 0 | $0 |
| Matteo Trotta | EVP, GM, Dermatology US | 15 de julio de 2025 A | 15 016 | 0 | 0 | $0 |
| Paula J Swain | EVP, Human Resources | 15 de julio de 2025 A | 106 482 | 0 | 0 | $0 |
| Jonathan Elliott Dickinson | EVP, General Manager, Europe | 12 de septiembre de 2024 S | 36 390 | 0 | 0 | $0 |
| Dashyant Dhanak | EVP & Chief Scientific Officer | 14 de julio de 2023 A | 58 968 | 0 | 0 | $0 |
| Maria E Pasquale | EVP & General Counsel | 14 de julio de 2023 A | 69 724 | 0 | 0 | $0 |
| Paul Trower | Principal Accounting Officer | 19 de enero de 2022 A | 32 268 | 0 | 0 | $0 |
| Yao Wenqing | EVP, Head of Discovery Chem | 2 de julio de 2021 A | 98 575 | 0 | 0 | $0 |
| Reid M Huber | EVP, Chief Scientific Officer | 16 de julio de 2018 F | 34 571 | 0 | 0 | $0 |
| Eric H. Siegel | EVP, General Counsel | 13 de septiembre de 2017 F | 21 053 | 0 | 0 | $0 |
| Richard S Levy | EVP, Chief Drug Dev Officer | 6 de enero de 2016 M | 16 926 | 0 | 0 | $0 |
| James M Daly | EVP, Chief Commercial Officer | 23 de junio de 2015 M | 3 521 | 0 | 0 | $0 |
| Patricia S Andrews | Chief Commercial Officer | 19 de enero de 2012 A | — | 0 | 0 | $0 |
| Patricia A Schreck | EVP, General Counsel | 10 de mayo de 2011 M | 4 500 | 0 | 0 | $0 |
| Brian W Metcalf | Chief Drug Discovery Scientist | 11 de abril de 2011 M | 66 504 | 0 | 0 | $0 |
| Steven M. Friedman | EVP, Biology & Preclinical Dev | 18 de mayo de 2010 A | 38 137 | 0 | 0 | $0 |
| John A Keller | Chief Business Officer | 8 de febrero de 2008 A | — | 0 | 0 | $0 |
| Paul J Clancy | Consejero | 30 de junio de 2026 A | 25 635 | 0 | 0 | $0 |
| Edmund Harrigan | Consejero | 30 de junio de 2026 A | 23 019 | 0 | 0 | $0 |
| Katherine A High | Consejero | 8 de junio de 2026 A | 14 983 | 0 | 0 | $0 |
| Jacqualyn A Fouse | Consejero | 8 de junio de 2026 A | 20 968 | 0 | 0 | $0 |
| Jean Jacques Bienaime | Consejero | 8 de junio de 2026 A | 24 424 | 0 | 0 | $0 |
| Otis W Brawley | Consejero | 8 de junio de 2026 A | 12 894 | 0 | 0 | $0 |
| Susanne Schaffert | Consejero | 12 de junio de 2024 A | 5 720 | 0 | 0 | $0 |
| Wendy L Dixon | Consejero | 31 de marzo de 2022 A | 17 768 | 0 | 0 | $0 |
| Paul A Friedman, M.D. | Consejero | 26 de mayo de 2020 A | 256 813 | 0 | 0 | $0 |
| Paul A Brooke | Consejero | 31 de marzo de 2020 A | 221 911 | 0 | 0 | $0 |
| Barry A Ariko | Consejero | 12 de marzo de 2015 M | 45 834 | 0 | 0 | $0 |
| Richard U De Schutter | Consejero | 5 de marzo de 2015 M | 92 290 | 0 | 0 | $0 |
| Roy A Whitfield | Consejero | 17 de diciembre de 2013 M | 666 082 | 0 | 0 | $0 |
| John F Niblack | Consejero | 20 de mayo de 2011 A | — | 0 | 0 | $0 |
| Fred B Craves | Consejero | 1 de junio de 2005 A | 196 793 | 0 | 0 | $0 |
| INCYTE CORP | Propietario del 10% | 25 de enero de 2021 A | 3 550 000 | 0 | 0 | $0 |
| DAMIAL FOUNDATION INC | Propietario del 10% | 11 de febrero de 2004 S | — | 0 | 0 | $0 |
| Bonnie J Tisch | Propietario del 10% | 14 de enero de 2004 S | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 7 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Baker Bros. Advisors LP, Baker Bros. Advisors (GP) LLC, Julian C. Baker, Felix J. Baker, FBB2, LLC, FBB3 LLC, FBB Associates ×21 presentaciones | 11 de mayo de 2026 | 15,60% | Enmienda | Inversión pasiva | SEC |
| Incyte Corporation ×3 presentaciones | 14 de agosto de 2023 | — | Presentación inicial | Estructura de capital | SEC |
| Baker Bros. Advisors, LLC, Julian C. Baker, Felix J. Baker, FBB2, LLC, FBB Associates ×2 presentaciones | 15 de junio de 2012 | — | Presentación inicial | — | SEC |
| Julian C. Baker, Felix J. Baker ×12 presentaciones | 1 de octubre de 2009 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 25 de febrero de 2004 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 29 de septiembre de 2003 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 15 de agosto de 2002 | — | 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 213 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 |
|---|---|---|---|---|
| BRNY · EA Series Trust | 3,64% | 211 562 NS | 30 de abril de 2026 | N-PORT |
| BUL · Pacer Funds Trust | 2,38% | 31 787 NS | 30 de abril de 2026 | N-PORT |
| SAWG · ETF Series Solutions | 2,36% | 624 NS | 30 de abril de 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 2,19% | 201 047 NS | 30 de abril de 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 1,98% | 623 NS | 30 de abril de 2026 | N-PORT |
| SMRI · EA Series Trust | 1,96% | 111 283 NS | 30 de abril de 2026 | N-PORT |
| HTEC · EXCHANGE TRADED CONCEPTS TRUST | 1,78% | 9 967 NS | 30 de abril de 2026 | N-PORT |
| BBP · ETFis Series Trust I | 1,59% | 9 918 NS | 30 de abril de 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 1,59% | 736 NS | 30 de abril de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 1,55% | 561 166 NS | 30 de abril de 2026 | N-PORT |
| NUMG · Nushares ETF Trust | 1,44% | 53 580 NS | 30 de abril de 2026 | N-PORT |
| AGNG · Global X Funds | 1,36% | 11 515 NS | 31 de mayo de 2026 | N-PORT |
| COWG · Pacer Funds Trust | 1,21% | 275 493 NS | 30 de abril de 2026 | N-PORT |
| FLOW · Global X Funds | 1,20% | 3 543 NS | 31 de mayo de 2026 | N-PORT |
| GURU · Global X Funds | 1,01% | 6 203 NS | 30 de abril de 2026 | N-PORT |
| BIB · ProShares Trust | 0,97% | 7 359 NS | 31 de mayo de 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0,94% | 51 287 NS | 30 de abril de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,94% | 3 113 NS | 31 de mayo de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,91% | 7 915 NS | 31 de mayo de 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,89% | 56 482 NS | 30 de abril de 2026 | N-PORT |
| ROE · EA Series Trust | 0,87% | 23 347 NS | 29 de mayo de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0,83% | 1 595 NS | 30 de abril de 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0,79% | 19 541 NS | 30 de abril de 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0,75% | 61 119 NS | 30 de abril de 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0,71% | 45 326 NS | 31 de mayo de 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,64% | 85 796 NS | 30 de abril de 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,64% | 146 423 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,52% | 35 279 NS | 31 de mayo de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,48% | 7 994 NS | 31 de mayo de 2026 | N-PORT |
| AFLG · First Trust Exchange-Traded Fund VI… | 0,45% | 29 860 NS | 31 de mayo de 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,44% | 4 411 NS | 31 de mayo de 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,44% | 832 413 NS | 30 de abril de 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,43% | 2 130 NS | 30 de abril de 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0,42% | 2 110 NS | 30 de abril de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,41% | 25 509 NS | 30 de abril de 2026 | N-PORT |
| GQQQ · EA Series Trust | 0,39% | 5 807 NS | 29 de mayo de 2026 | N-PORT |
| ESLV · Strategy Shares | 0,35% | 435 NS | 30 de abril de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,35% | 15 893 NS | 30 de abril de 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,35% | 2 420 NS | 31 de mayo de 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0,34% | 4 284 NS | 31 de mayo de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,33% | 52 210 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,32% | 16 240 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,30% | 452 041 NS | 31 de mayo de 2026 | N-PORT |
| CSM · ProShares Trust | 0,28% | 15 357 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,28% | 70 109 NS | 30 de abril de 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,28% | 558 NS | 30 de abril de 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,28% | 4 865 NS | 30 de abril de 2026 | N-PORT |
| LGDX · Tidal Trust III | 0,27% | 3 928 NS | 30 de abril de 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,27% | 2 374 NS | 31 de mayo de 2026 | N-PORT |
| SGLC · RBB Fund, Inc. | 0,27% | 5 437 NS | 31 de mayo de 2026 | N-PORT |