INDB Independent Bank Corp. - Common Stock
INDB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
INDB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 29 de junio de 2026 | $0,6400 |
| 30 de marzo de 2026 | $0,6400 |
| 29 de diciembre de 2025 | $0,5900 |
| 29 de septiembre de 2025 | $0,5900 |
| 30 de junio de 2025 | $0,5900 |
| 31 de marzo de 2025 | $0,5900 |
| 30 de diciembre de 2024 | $0,5700 |
| 30 de septiembre de 2024 | $0,5700 |
| 1 de julio de 2024 | $0,5700 |
| 28 de marzo de 2024 | $0,5700 |
| 22 de diciembre de 2023 | $0,5500 |
| 29 de septiembre de 2023 | $0,5500 |
| 23 de junio de 2023 | $0,5500 |
| 24 de marzo de 2023 | $0,5500 |
| 23 de diciembre de 2022 | $0,5500 |
| 23 de septiembre de 2022 | $0,5100 |
| 24 de junio de 2022 | $0,5100 |
| 25 de marzo de 2022 | $0,5100 |
| 23 de diciembre de 2021 | $0,4800 |
| 24 de septiembre de 2021 | $0,4800 |
INDB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 30,8%
- Compra 6 46,2%
- Mantener 2 15,4%
- Venta 1 7,7%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-16Historial 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 | $1.70 | $1.81 | -0.11% |
| 31 de marzo de 2026 | $1.68 | $1.69 | -0.01% |
| 31 de diciembre de 2025 | $1.70 | $1.69 | 0.01% |
| 30 de septiembre de 2025 | $1.55 | $1.57 | -0.02% |
| 30 de junio de 2025 | $1.25 | $1.23 | 0.02% |
| 31 de marzo de 2025 | $1.06 | $1.18 | -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 |
|---|---|---|---|---|---|---|
| INDB | $3.60B | 16.5 | 24.3% | 23.9% | 6.2% | — |
| UCB | $3.77B | 11.9 | 11.7% | 30.9% | 9.0% | — |
| TCBI | $4.69B | 13.3 | 34.7% | 26.3% | 9.2% | — |
| CATY | $3.25B | 10.7 | 2.9% | 585.8% | 10.8% | — |
| WSFS | $4.22B | 10.9 | — | 27.0% | 10.8% | — |
| CVBF | $2.52B | 12.2 | 2.7% | 40.6% | 9.2% | — |
| WSBC | $3.19B | 14.9 | 61.8% | 22.7% | 5.7% | — |
| RNST | — | 17.0 | 37.7% | — | — | — |
| BANF | — | — | — | — | — | — |
| MCHB | — | 11.5 | 3.3% | 534.4% | 9.4% | — |
| MCHB | — | 11.5 | 3.3% | 534.4% | 9.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $189M | $30M | $14M | $34M | $54M | $26M | $18M | $19M | $21M | $20M | |
| Interest Income | $1.02B | $853M | $796M | $643M | $415M | $402M | $447M | $324M | $277M | $247M | $236M | $216M | |
| Pretax Income | $262M | $247M | $315M | $348M | $157M | $153M | $218M | $156M | $135M | $112M | $92M | $84M | |
| Income Tax | $57M | $55M | $76M | $84M | $36M | $32M | $53M | $34M | $47M | $35M | $27M | $24M | |
| Net Income | $205M | $192M | $240M | $264M | $121M | $121M | $165M | $122M | $87M | $77M | $65M | $60M | |
| EPS (Basic) | $4.44 | $4.52 | $5.42 | $5.69 | $3.47 | $3.64 | $5.03 | $4.41 | $3.19 | $2.90 | $2.51 | $2.50 | |
| EPS (Diluted) | $4.44 | $4.52 | $5.42 | $5.69 | $3.47 | $3.64 | $5.03 | $4.40 | $3.19 | $2.90 | $2.50 | $2.49 | |
| Shares (Basic) | 46,169,692 | 42,499,492 | 44,181,540 | 46,372,051 | 34,872,034 | 33,259,643 | 32,810,433 | 27,592,380 | 27,294,028 | 26,404,071 | 25,891,382 | 23,899,562 | |
| Shares (Diluted) | 46,191,082 | 42,511,801 | 44,193,547 | 46,389,989 | 34,888,518 | 33,285,289 | 32,856,234 | 27,653,808 | 27,372,104 | 26,455,918 | 25,959,948 | 23,993,377 |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $218M | $193M | $193M | $197M | $196M | $116M | $124M | $98M | $95M | $78M | $76M | $64M | |
| PP&E (Gross) | $405M | $358M | $338M | $324M | $307M | $216M | $219M | $183M | $171M | $147M | $138M | $120M | |
| Accum. Depreciation | $187M | $165M | $145M | $127M | $112M | $100M | $95M | $85M | $77M | $68M | $62M | $56M | |
| Goodwill | $1.09B | $985M | $985M | $985M | $985M | $506M | $506M | $506M | $256M | $222M | $201M | $170M | |
| Intangibles | $134M | $12M | $18M | $25M | $33M | $23M | $29M | $15M | $9M | $10M | $12M | $10M | |
| Total Assets | $24.91B | $19.37B | $19.35B | $19.29B | $20.42B | $13.20B | $11.40B | $8.85B | $8.08B | $7.71B | $7.21B | $6.36B | |
| Short-term Debt | · | · | · | · | · | · | $50M | $0 | · | · | · | $148M | |
| Total Liabilities | $21.35B | $16.38B | $16.45B | $16.41B | $17.40B | $11.50B | $9.69B | $7.78B | $7.14B | $6.84B | $6.44B | $5.72B | |
| Long-term Debt | · | · | · | · | $14M | $33M | $75M | $0 | $108M | · | · | · | |
| Total Debt | $359M | $63M | $113M | $113M | $127M | $145M | $237M | $111M | $108M | $108M | $108M | · | |
| Common Stock | $490.0K | $423.0K | $427.0K | $455.0K | $472.0K | $328.0K | $342.0K | $279.0K | $273.0K | $268.0K | $260.0K | $237.0K | |
| Paid-in Capital | $2.34B | $1.91B | $1.93B | $2.11B | $2.25B | $946M | $1.04B | $528M | $479M | $452M | $405M | $312M | |
| Retained Earnings | $1.27B | $1.17B | $1.08B | $934M | $767M | $716M | $654M | $547M | $466M | $414M | $368M | $330M | |
| AOCI | $-40M | $-90M | $-115M | $-163M | $2M | $41M | $18M | $-1M | $-2M | $-1M | $-2M | $-2M | |
| Stockholders' Equity | $3.57B | $2.99B | $2.90B | $2.89B | $3.02B | $1.70B | $1.71B | $1.07B | $944M | $865M | $771M | $641M | |
| Liabilities + Equity | $24.91B | $19.37B | $19.35B | $19.29B | $20.42B | $13.20B | $11.40B | $8.85B | $8.08B | $7.71B | $7.21B | $6.36B | |
| Shares Outstanding | 49,243,813 | 42,500,611 | 42,873,187 | 45,641,238 | 47,349,778 | 32,965,692 | 34,377,388 | · | · | · | · | 23,998,738 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $42M | $41M | $36M | $39M | $33M | $27M | $19M | $16M | $16M | $14M | $12M | $12M | |
| Stock-based Comp | $9M | $7M | $6M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $2M | $3M | |
| Deferred Tax | $-3M | $-11M | $3M | $-1M | $3M | $-18M | $11M | $-4M | $9M | $-5.0K | $10M | $3M | |
| Amort. of Intangibles | · | · | · | · | · | · | $7M | $3M | $4M | $3M | $3M | $2M | |
| Operating Cash Flow | $251M | $230M | $277M | $421M | $190M | $65M | $217M | $142M | $131M | $93M | $90M | $90M | |
| CapEx | $12M | $20M | $16M | $22M | $25M | $13M | $17M | $11M | $25M | $10M | $10M | $8M | |
| Investing Cash Flow | $5M | $-33M | $-212M | $-1.00B | $-63M | $-488M | $20M | $-388M | $-317M | $-239M | $-206M | $-293M | |
| Net Debt Issued | · | · | $0 | $-14M | $-19M | $-42M | · | · | · | · | · | · | |
| Stock Repurchased | $61M | $31M | $189M | $140M | $0 | $95M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-61M | $-31M | $-189M | $-140M | $0 | $-95M | · | · | · | · | · | · | |
| Dividends Paid | $104M | $96M | $98M | $94M | $63M | $61M | $53M | $40M | $34M | $30M | $26M | $22M | |
| Financing Cash Flow | $296M | $-201M | $-194M | $-1.31B | $817M | $1.57B | $-336M | $283M | $110M | $159M | $214M | $164M | |
| Net Change in Cash | $552M | $-4M | $-129M | $-1.89B | $944M | $1.15B | $-99M | $37M | $-76M | $13M | $98M | $-38M | |
| Taxes Paid | $35M | $51M | $44M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $239M | $209M | $261M | $399M | $165M | $52M | $200M | $131M | $106M | $83M | $79M | · | |
| Levered FCF | · | · | $117M | $377M | $154M | $25M | $159M | $111M | $94M | $70M | $65M | · |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.9% | 27.9% | 32.8% | 36.2% | 23.8% | 25.3% | 32.5% | 31.4% | 25.5% | 24.7% | 22.3% | · | |
| Pretax Margin | 30.6% | 35.8% | 43.1% | 47.8% | 30.9% | 31.9% | 42.9% | 40.3% | 39.4% | 36.1% | 31.7% | · | |
| ROA | 0.93% | 0.99% | 1.2% | 1.3% | 0.72% | 0.99% | 1.6% | 1.4% | 1.1% | 1.0% | 0.96% | · | |
| ROE | 6.2% | 6.4% | 8.3% | 9.2% | 5.1% | 7.1% | 9.7% | 11.7% | 9.3% | 9.1% | 8.5% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | |
| LT Debt / Equity | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.3% | -5.7% | 0.44% | 43.5% | 5.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.6% | 10.8% | 15.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.8% | -16.6% | -4.8% | 64.0% | -4.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -7.9% | 9.2% | 14.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 6.8% | -19.8% | -9.2% | 118.0% | -0.14% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -8.1% | 16.7% | 25.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 11.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 11.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $858M | $690M | $731M | $728M | $507M | $479M | $508M | $387M | $342M | $310M | $291M | $266M | |
| Net Income TTM | $205M | $192M | $240M | $264M | $121M | $121M | $165M | $122M | $87M | $77M | $65M | $60M | |
| Market Cap | $3.60B | $2.73B | $2.82B | $3.85B | $3.86B | $2.41B | · | · | · | · | · | · | |
| P/E | 16.5 | 14.2 | 12.1 | 14.8 | 23.5 | 20.1 | 16.6 | 16.0 | 21.9 | 24.3 | 18.6 | 17.2 | |
| P/S | 4.2 | 4.0 | 3.9 | 5.3 | 7.6 | 5.0 | · | · | · | · | · | · | |
| P/B | 1.0 | 0.9 | 1.0 | 1.3 | 1.3 | 1.4 | · | · | · | · | · | · | |
| P / Tangible Book | 1.5 | 1.4 | 1.5 | 2.1 | 1.9 | 2.1 | · | · | · | · | · | · | |
| P / Cash Flow | 14.3 | 11.9 | 10.2 | 9.1 | 20.3 | 37.3 | · | · | · | · | · | · | |
| P / FCF | 15.1 | 13.0 | 10.8 | 9.7 | 23.4 | 46.3 | · | · | · | · | · | · | |
| Dividend Yield | 2.9% | 3.5% | 3.5% | 2.4% | 1.6% | 2.5% | · | · | · | · | · | · | |
| Earnings Yield | 6.1% | 7.0% | 8.2% | 6.7% | 4.3% | 5.0% | 6.0% | 6.3% | 4.6% | 4.1% | 5.4% | 5.8% | |
| Payout Ratio | 50.6% | 50.1% | 40.9% | 35.5% | 51.8% | 50.2% | 32.2% | 33.0% | 39.0% | 38.8% | 40.3% | · | |
| Annual Payout | $104M | $96M | $98M | $94M | $63M | $61M | $53M | $40M | $34M | $30M | $26M | $22M |
Estado de resultados 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $74M | $71M | · | $53M | $46M | $28M | · | $7M | |
| Interest Income | $289M | $290M | $298M | $295M | $218M | $212M | $216M | $217M | $212M | $208M | $207M | $203M | $199M | $187M | $184M | $170M | |
| Pretax Income | $107M | $104M | $95M | $44M | $66M | $57M | $63M | $55M | $66M | $62M | $71M | $80M | $83M | $81M | $100M | $95M | |
| Net Income | $82M | $80M | $75M | $34M | $51M | $44M | $50M | $43M | $51M | $48M | $55M | $61M | $63M | $61M | $77M | $72M | |
| EPS (Basic) | $1.70 | $1.63 | $1.51 | $0.69 | $1.20 | $1.04 | $1.18 | $1.01 | $1.21 | $1.12 | $1.26 | $1.38 | $1.42 | $1.36 | $1.68 | $1.57 | |
| EPS (Diluted) | $1.70 | $1.63 | $1.51 | $0.69 | $1.20 | $1.04 | $1.18 | $1.01 | $1.21 | $1.12 | $1.26 | $1.38 | $1.42 | $1.36 | $1.68 | $1.57 | |
| Shares (Basic) | 48,054,411 | 48,970,060 | -88,939,134 | 49,934,574 | 42,623,978 | 42,550,274 | -85,004,321 | 42,481,441 | 42,468,658 | 42,553,714 | -89,087,199 | 44,135,487 | 44,129,152 | 45,004,100 | -93,499,358 | 45,839,555 | |
| Shares (Diluted) | 48,076,755 | 48,999,745 | -88,979,683 | 49,957,007 | 42,641,131 | 42,572,627 | -85,020,818 | 42,493,063 | 42,472,966 | 42,566,590 | -89,113,746 | 44,146,904 | 44,136,725 | 45,023,664 | -93,533,083 | 45,856,411 |
Balance general 15
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $218M | $218M | $218M | $221M | $189M | $190M | $193M | $192M | $191M | $193M | · | $192M | $194M | $196M | · | $198M | |
| PP&E (Gross) | · | · | $405M | · | · | · | $358M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $187M | · | · | · | $165M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.09B | $1.09B | $1.09B | $1.08B | $985M | $985M | $985M | $985M | $985M | $985M | $985M | $985M | $985M | $985M | · | $985M | |
| Intangibles | $120M | $127M | $134M | $142M | $10M | $11M | $12M | $14M | $15M | $17M | · | $20M | $22M | $23M | · | $27M | |
| Total Assets | $24.97B | $24.78B | $24.91B | $24.99B | $20.05B | $19.89B | $19.37B | $19.41B | $19.41B | $19.32B | · | $19.37B | $19.40B | $19.44B | · | $19.70B | |
| Total Liabilities | $21.46B | $21.24B | $21.35B | $21.45B | $16.97B | $16.85B | $16.38B | $16.43B | $16.49B | $16.44B | · | $16.48B | $16.55B | $16.61B | · | $16.89B | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $113M | $113M | · | · | · | |
| Common Stock | $473.0K | $483.0K | $490.0K | $495.0K | $424.0K | $424.0K | $423.0K | $423.0K | $423.0K | $422.0K | · | $440.0K | $440.0K | $439.0K | · | $454.0K | |
| Paid-in Capital | $2.20B | $2.27B | $2.34B | $2.37B | $1.91B | $1.91B | $1.91B | $1.91B | $1.90B | $1.90B | · | $2.00B | $2.00B | $2.00B | · | $2.11B | |
| Retained Earnings | $1.37B | $1.32B | $1.27B | $1.22B | $1.22B | $1.19B | $1.17B | $1.15B | $1.13B | $1.10B | · | $1.05B | $1.01B | $971M | · | $883M | |
| AOCI | $-59M | $-49M | $-40M | $-48M | $-58M | $-70M | $-90M | $-77M | $-114M | $-119M | $-115M | $-161M | $-153M | $-136M | $-163M | $-179M | |
| Stockholders' Equity | $3.51B | $3.54B | $3.57B | $3.55B | $3.07B | $3.03B | $2.99B | $2.98B | $2.92B | $2.88B | $2.90B | $2.89B | $2.85B | $2.83B | $2.89B | $2.82B | |
| Liabilities + Equity | $24.97B | $24.78B | $24.91B | $24.99B | $20.05B | $19.89B | $19.37B | $19.41B | $19.41B | $19.32B | · | $19.37B | $19.40B | $19.44B | · | $19.70B | |
| Shares Outstanding | 47,618,626 | 48,572,237 | 49,243,813 | 49,787,305 | 42,627,286 | 42,610,271 | 42,500,611 | 42,480,765 | 42,469,867 | 42,452,457 | · | 44,141,973 | 44,130,901 | 44,114,827 | · | 45,634,626 |
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 | $10M | $13M | $9M | $10M | $9M | $10M | $11M | $10M | $9M | $9M | $9M | $10M | $9M | $10M | |
| Stock-based Comp | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $2M | $1M | $2M | $1M | $2M | $2M | $981.0K | $1M | |
| Deferred Tax | $-640.0K | $1M | $-3M | $-549.0K | $-574.0K | $1M | $-16M | $1M | $1M | $3M | $3M | $-326.0K | $-305.0K | $644.0K | $-2M | $-232.0K | |
| Amort. of Intangibles | $7M | $7M | · | $7M | $1M | $1M | · | $1M | $1M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Operating Cash Flow | $73M | $117M | $79M | $52M | $107M | $13M | $43M | $70M | $66M | $51M | $54M | $81M | $91M | $51M | $115M | $133M | |
| CapEx | $6M | $6M | $3M | $2M | $4M | $2M | $6M | $6M | $4M | $4M | $6M | $3M | $2M | $4M | $4M | $2M | |
| Investing Cash Flow | $85M | $13M | $-33M | $73M | $-15M | $-20M | $-128M | $63M | $16M | $16M | $19M | $-56M | $-146M | $-29M | $-216M | $-290M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Stock Repurchased | $75M | $63M | $37M | $23M | $0 | $0 | $0 | $0 | $0 | $31M | $69M | $0 | $0 | $120M | $0 | $35M | |
| Net Stock Activity | · | $-63M | · | · | · | $0 | · | · | · | $-31M | · | · | · | $-120M | · | · | |
| Dividends Paid | $31M | $29M | $29M | $25M | $25M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $25M | $23M | $24M | |
| Financing Cash Flow | $114M | $-173M | $-185M | $-115M | $92M | $504M | $-120M | $-22M | $11M | $-70M | $-69M | $-113M | $-139M | $127M | $-483M | $-383M | |
| Net Change in Cash | $272M | $-43M | $-139M | $10M | $184M | $497M | $-205M | $111M | $93M | $-3M | $4M | $-88M | $-194M | $150M | $-583M | $-540M | |
| Free Cash Flow | · | $112M | · | · | · | $11M | · | · | · | $47M | · | · | · | $47M | · | · |
Rentabilidad 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 32.3% | 31.6% | · | 14.1% | 28.1% | 24.9% | · | 24.5% | 30.1% | 28.5% | · | 33.1% | 34.2% | 32.7% | · | 37.7% | |
| Pretax Margin | 42.2% | 41.3% | · | 18.2% | 36.2% | 32.1% | · | 31.6% | 39.0% | 37.3% | · | 43.7% | 45.1% | 43.4% | · | 49.8% | |
| ROA | 0.36% | 0.36% | · | 0.15% | 0.26% | 0.23% | · | 0.22% | 0.26% | 0.24% | · | 0.31% | 0.32% | · | · | 0.42% | |
| ROE | 2.5% | 2.4% | · | 1.1% | 1.7% | 1.5% | · | 1.5% | 1.8% | 1.6% | · | 2.1% | 2.2% | · | · | 3.1% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | · | · | · |
Eficiencia 1
| 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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | · | · | 0.0 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $932M | $856M | · | $779M | $705M | $691M | · | $696M | $704M | $721M | · | $745M | $734M | $714M | · | $644M | |
| Net Income TTM | $247M | $210M | · | $173M | $190M | $186M | · | $203M | $223M | $232M | · | $257M | $258M | $248M | · | $227M | |
| Market Cap | $3.99B | $3.65B | · | $3.44B | $2.68B | $2.67B | · | $2.51B | $2.15B | $2.21B | · | $2.17B | $1.96B | · | · | $3.40B | |
| P/E | 16.0 | 16.5 | · | 17.6 | 14.1 | 14.3 | · | 12.5 | 9.9 | 9.9 | · | 8.6 | 7.9 | 12.2 | · | 14.3 | |
| P/S | 4.3 | 4.3 | · | 4.4 | 3.8 | 3.9 | · | 3.6 | 3.1 | 3.1 | · | 2.9 | 2.7 | · | · | 5.3 | |
| P/B | 1.1 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 0.8 | 0.7 | 0.8 | · | 0.8 | 0.7 | · | · | 1.2 | |
| P / Tangible Book | 1.7 | 1.6 | · | 1.5 | 1.3 | 1.3 | · | 1.3 | 1.1 | 1.2 | · | 1.2 | 1.1 | · | · | 1.9 | |
| P / Cash Flow | · | 31.2 | · | · | · | 200.1 | · | · | · | 43.2 | · | · | · | · | · | · | |
| P / FCF | · | 32.7 | · | · | · | 236.0 | · | · | · | 47.3 | · | · | · | · | · | · | |
| Earnings Yield | 6.2% | 6.1% | · | 5.7% | 7.1% | 7.0% | · | 8.0% | 10.1% | 10.2% | · | 11.7% | 12.7% | 8.2% | · | 7.0% | |
| Payout Ratio | · | 36.4% | · | · | · | 54.5% | · | · | · | 49.4% | · | · | · | 41.0% | · | · |
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 | |
|---|---|---|---|---|---|
| Beneficio neto | $205M | $192M | $240M | $264M | $121M |
| EPS Diluido | $4.44 | $4.52 | $5.42 | $5.69 | $3.47 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $239M | $209M | $261M | $399M | $165M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 367 declarantes · $2.4B 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 |
|---|---|---|---|---|
| 56 (+15 vs trimestre anterior) | 31 (+12 vs trimestre anterior) | 104 (0 vs trimestre anterior) | 106 (-7 vs trimestre anterior) | +5.3M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $274 045 532 | 3 273 358 | 11,21% | Acciones |
| STATE STREET CORP | $223 177 179 | 2 645 824 | 9,13% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $210 429 398 | 2 513 490 | 8,60% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $181 778 306 | 2 171 265 | 7,43% | Acciones |
| ROCKLAND TRUST CO | $117 843 217 | 1 407 587 | 4,82% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $105 438 749 | 1 259 224 | 4,31% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $88 686 353 | 1 179 183 | 3,63% | Acciones |
| Channing Capital Management, LLC | $79 821 578 | 953 435 | 3,26% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $77 931 699 | 1 036 188 | 3,19% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $76 786 000 | 917 172 | 3,14% | Acciones |
| CITADEL ADVISORS LLC | $60 774 692 | 725 928 | 2,49% | Acciones |
| REINHART PARTNERS, LLC. | $55 078 378 | 657 871 | 2,25% | Acciones |
| Verition Fund Management LLC | $52 523 919 | 627 376 | 2,15% | Acciones |
| NORGES BANK | $51 590 441 | 616 226 | 2,11% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49 599 747 | 592 448 | 2,03% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $44 448 790 | 530 922 | 1,82% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $39 273 123 | 469 098 | 1,61% | Acciones |
| NFJ INVESTMENT GROUP, LLC | $32 416 719 | 387 204 | 1,33% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27 297 408 | 326 056 | 1,12% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $26 938 082 | 321 764 | 1,10% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $24 730 804 | 295 399 | 1,01% | Acciones |
| GOLDMAN SACHS GROUP INC | $23 048 786 | 275 308 | 0,94% | Acciones |
| Leeward Investments, LLC - MA | $21 796 083 | 260 345 | 0,89% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $21 111 924 | 252 173 | 0,86% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $20 357 355 | 243 160 | 0,83% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $19 468 584 | 232 544 | 0,80% | Acciones |
| Bridgewater Associates, LP | $16 808 548 | 200 771 | 0,69% | Acciones |
| Public Sector Pension Investment Board | $13 901 036 | 166 042 | 0,57% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13 447 441 | 160 624 | 0,55% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11 523 723 | 137 646 | 0,47% | Acciones |
| RHUMBLINE ADVISERS | $10 291 397 | 122 920 | 0,42% | Acciones |
| Moody Aldrich Partners LLC | $9 562 415 | 114 219 | 0,39% | Acciones |
| PRUDENTIAL FINANCIAL INC | $8 569 830 | 102 363 | 0,35% | Acciones |
| CIBC WORLD MARKET INC. | $8 415 702 | 100 522 | 0,34% | Acciones |
| Fisher Asset Management, LLC | $8 274 046 | 98 830 | 0,34% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $8 273 289 | 98 821 | 0,34% | Acciones |
| Swiss National Bank | $8 152 486 | 97 378 | 0,33% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $8 043 966 | 96 081 | 0,33% | Acciones |
| BANK OF AMERICA CORP /DE/ | $7 518 642 | 89 807 | 0,31% | Acciones |
| ProShare Advisors LLC | $7 408 634 | 88 493 | 0,30% | Acciones |
| AMERIPRISE FINANCIAL INC | $7 275 857 | 86 819 | 0,30% | Acciones |
| Edgestream Partners, L.P. | $7 258 357 | 86 698 | 0,30% | Acciones |
| HSBC HOLDINGS PLC | $6 958 095 | 83 191 | 0,28% | Acciones |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | $6 923 172 | 82 067 | 0,28% | Acciones |
| California Public Employees Retirement System | $6 756 539 | 80 704 | 0,28% | Acciones |
| Crestwood Advisors Group, LLC | $6 741 476 | 80 524 | 0,28% | Acciones |
| Legal & General Group Plc | $6 200 387 | 74 061 | 0,25% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $5 947 632 | 71 042 | 0,24% | Acciones |
| MORGAN STANLEY | $5 606 785 | 66 970 | 0,23% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $5 370 114 | 64 142 | 0,22% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4 617 158 | 55 150 | 0,19% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $4 419 663 | 52 791 | 0,18% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $4 380 900 | 52 328 | 0,18% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $4 299 943 | 51 361 | 0,18% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 296 176 | 51 316 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 257 864 | 56 613 | 0,17% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $4 237 572 | 50 616 | 0,17% | Acciones |
| HOWLAND CAPITAL MANAGEMENT LLC | $4 201 128 | 49 800 | 0,17% | Acciones |
| DEUTSCHE BANK AG\ | $4 198 474 | 50 149 | 0,17% | Acciones |
| BROWN ADVISORY INC | $4 104 103 | 49 022 | 0,17% | Acciones |
| World Investment Advisors | $3 935 774 | 52 329 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 920 022 | 46 823 | 0,16% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 867 027 | 46 190 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 722 275 | 44 461 | 0,15% | Acciones |
| Siena Capital Partners GP, LLC | $3 547 216 | 42 370 | 0,15% | Acciones |
| ISTHMUS PARTNERS, LLC | $3 521 263 | 42 060 | 0,14% | Acciones |
| XTX Topco Ltd | $3 512 305 | 41 953 | 0,14% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3 433 776 | 41 015 | 0,14% | Acciones |
| FIRST TRUST ADVISORS LP | $3 410 585 | 40 738 | 0,14% | Acciones |
| WHITE PINE CAPITAL LLC | $3 194 755 | 38 160 | 0,13% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 174 361 | 37 916 | 0,13% | Acciones |
| VANGUARD GROUP INC | $3 081 857 | 42 171 | 0,13% | Acciones |
| BlackRock, Inc. | $3 058 543 | 36 533 | 0,13% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $3 019 113 | 36 062 | 0,12% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $3 006 385 | 35 910 | 0,12% | Acciones |
| Polaris Capital Management, LLC | $2 950 209 | 35 239 | 0,12% | Acciones |
| Moors & Cabot, Inc. | $2 877 335 | 34 369 | 0,12% | Acciones |
| HENNESSY ADVISORS INC | $2 846 480 | 34 000 | 0,12% | Acciones |
| GHP Investment Advisors, Inc. | $2 688 718 | 35 749 | 0,11% | Acciones |
| RBF Capital, LLC | $2 511 600 | 30 000 | 0,10% | Acciones |
| FRANKLIN RESOURCES INC | $2 507 079 | 29 946 | 0,10% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $2 427 294 | 28 993 | 0,10% | Acciones |
| Vanguard Global Advisers, LLC | $2 410 885 | 28 797 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $2 390 039 | 28 548 | 0,10% | Acciones |
| Rafferty Asset Management, LLC | $2 376 727 | 28 389 | 0,10% | Acciones |
| SPINNAKER TRUST | $2 246 626 | 26 835 | 0,09% | Acciones |
| Brandywine Global Investment Management, LLC | $2 171 134 | 29 709 | 0,09% | Acciones |
| GLENMEDE TRUST CO NA | $2 166 589 | 25 879 | 0,09% | Acciones |
| Illinois Municipal Retirement Fund | $2 130 172 | 25 444 | 0,09% | Acciones |
| State of New Jersey Common Pension Fund D | $2 112 172 | 25 229 | 0,09% | Acciones |
| 71 West Capital Partners | $2 089 065 | 24 953 | 0,09% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 997 708 | 23 865 | 0,08% | Acciones |
| LPL Financial LLC | $1 978 917 | 23 637 | 0,08% | Acciones |
| Stablepoint Partners, LLC | $1 951 587 | 23 311 | 0,08% | Acciones |
| SEI INVESTMENTS CO | $1 935 623 | 23 120 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 892 072 | 22 600 | 0,08% | Acciones |
| Louisiana State Employees Retirement System | $1 774 864 | 21 200 | 0,07% | Acciones |
| Carl P. Sherr & Co., LLC | $1 765 404 | 21 087 | 0,07% | Acciones |
| HighTower Advisors, LLC | $1 752 296 | 20 930 | 0,07% | Acciones |
| Kelly Financial Services LLC | $1 738 976 | 20 771 | 0,07% | Acciones |
Informantes de la empresa 57 insiders · 18 directivos · 25 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mark J Ruggiero | CFO & EVP Consumer Lending | 22 de febrero de 2026 F | 25 170 | 0 | 0 | $0 |
| Robert D Cozzone | Chief Operating Officer | 13 de marzo de 2023 F | 29 149 | 0 | 0 | $0 |
| Denis K Sheahan | Chief Operating Officer | 19 de marzo de 2015 M | 58 488 | 0 | 0 | $0 |
| Kathryn O'Malley | Chief Credit Officer | 22 de febrero de 2026 F | 11 383 | 0 | 0 | $0 |
| James T. Rizzo | Chief Commercial Banking Off. | 22 de febrero de 2026 F | 14 434 | 0 | 0 | $0 |
| Maureen A. Gaffney | Principal Accounting Officer | 22 de febrero de 2026 F | 7 243 | 0 | 0 | $0 |
| Maria S Harris | Chief Human Resources Officer | 22 de febrero de 2026 F | 16 051 | 0 | 0 | $0 |
| Lee C Powlus | Chief Administrative Officer | 22 de febrero de 2026 F | 6 790 | 0 | 0 | $0 |
| Patricia M Natale | General Counsel | 22 de febrero de 2026 F | 10 325 | 0 | 0 | $0 |
| Tamina O'Neill | Chief Risk Officer | 19 de febrero de 2026 A | 2 300 | 0 | 0 | $0 |
| Dawn Mugford | Chief Risk Officer | 22 de febrero de 2024 A | 3 196 | 0 | 0 | $0 |
| Barry H Jensen | Chief Technology & Ops Officer | 21 de agosto de 2023 | — | 0 | 0 | $0 |
| Christopher Oddleifson | Executive Advisor | 8 de julio de 2023 F | 96 914 | 0 | 0 | $0 |
| Edward H Seksay | General Counsel | 22 de mayo de 2023 | — | 0 | 0 | $0 |
| Pamela L. Frey | Executive Vice President | 30 de noviembre de 2017 F | 1 049 | 0 | 0 | $0 |
| Jane Lundquist | Executive Vice President | 31 de agosto de 2016 | — | 0 | 0 | $0 |
| Ferdinand T Kelly | Executive Vice President | 15 de febrero de 2007 A | 0 | 0 | 0 | $0 |
| Richard F Driscoll | Executive Vice President | 11 de diciembre de 2003 A | 20 694 | 0 | 0 | $0 |
| Gerard F Nadeau | Consejero | 3 de agosto de 2026 S | 16 907 | 0 | 3 | $-807 670 |
| Eileen C Miskell | Consejero | 19 de mayo de 2026 A | 13 215 | 0 | 0 | $0 |
| Mary L Lentz | Consejero | 10 de abril de 2026 A | 8 497 | 0 | 0 | $0 |
| Aparna Ramesh | Consejero | 10 de julio de 2025 | — | 0 | 0 | $0 |
| Dawn Perry | Consejero | 20 de mayo de 2025 A | 954 | 0 | 0 | $0 |
| Susan Perry O'Day | Consejero | 20 de mayo de 2025 A | 5 671 | 0 | 0 | $0 |
| James O'Shanna Morton | Consejero | 20 de mayo de 2025 A | 4 589 | 0 | 0 | $0 |
| Hogan Michael P. | Consejero | 20 de mayo de 2025 A | 6 966 | 0 | 0 | $0 |
| Leif O'Leary | Consejero | 20 de mayo de 2025 A | 958 | 0 | 0 | $0 |
| Scott Smith | Consejero | 20 de mayo de 2025 A | 6 008 | 0 | 0 | $0 |
| Warren Q. Fields | Consejero | 18 de mayo de 2023 | — | 0 | 0 | $0 |
| Kevin J Jones | Consejero | 20 de marzo de 2023 | — | 0 | 0 | $0 |
| Brian S Tedeschi | Consejero | 2 de enero de 2020 | — | 0 | 0 | $0 |
| John H Spurr JR | Consejero | 13 de diciembre de 2018 | — | 0 | 0 | $0 |
| Carl Ribeiro | Consejero | 26 de noviembre de 2018 | — | 0 | 0 | $0 |
| William P Bissonnette | Consejero | 25 de diciembre de 2017 | — | 0 | 0 | $0 |
| Maurice H Sullivan JR | Consejero | 21 de junio de 2017 | — | 0 | 0 | $0 |
| Richard H Sgarzi | Consejero | 20 de mayo de 2014 A | 49 350 | 0 | 0 | $0 |
| Benjamin A Gilmore II | Consejero | 20 de mayo de 2014 A | 19 302 | 0 | 0 | $0 |
| Robert D Sullivan | Consejero | 21 de mayo de 2013 A | 20 459 | 0 | 0 | $0 |
| Richard S Anderson | Consejero | 21 de mayo de 2013 A | 44 305 | 0 | 0 | $0 |
| Thomas J Teuten | Consejero | 24 de mayo de 2011 A | 7 259 | 0 | 0 | $0 |
| Paul W Clark | Consejero | 17 de abril de 2007 A | 900 | 0 | 0 | $0 |
| Winthrop E Hall | Consejero | 18 de abril de 2006 A | 12 610 | 0 | 0 | $0 |
| Alfred L Donovan | Consejero | 18 de abril de 2006 A | 33 262 | 0 | 0 | $0 |
| Donna L Abelli | — | 19 de mayo de 2026 A | 14 155 | 0 | 1 | $-44 540 |
| Daniel F Obrien | — | 19 de mayo de 2026 A | 23 712 | 0 | 0 | $0 |
| Thomas R Venables | — | 19 de mayo de 2026 A | 21 399 | 0 | 1 | $-29 942 |
| Ken S Ansin | — | 19 de mayo de 2026 A | 5 937 | 0 | 4 | $-17 228 790 |
| John J Morrissey | — | 19 de mayo de 2026 A | 13 692 | 0 | 1 | $-170 372 |
| Joseph C Lerner | — | 18 de mayo de 2026 S | 16 215 | 0 | 1 | $-218 942 |
| Jeffrey J Tengel | — | 12 de marzo de 2026 F | 47 776 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 76 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 0,98% | 80 889 NS | 31 de mayo de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,88% | 2 860 SH | 8 de agosto de 2026 | Diario |
| CVAR · ETF Opportunities Trust | 0,86% | 4 270 NS | 30 de abril de 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,75% | 22 413 SH | 8 de agosto de 2026 | Diario |
| SMIZ · Zacks Trust | 0,74% | 23 997 NS | 31 de mayo de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,72% | 14 604 NS | 30 de abril de 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,70% | 55 983 SH | 8 de agosto de 2026 | Diario |
| DPST · Direxion Shares ETF Trust | 0,55% | 35 191 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,49% | 1 602 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,26% | 452 514 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,26% | 42 857 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,25% | 7 695 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,25% | 241 261 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,25% | 58 452 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,24% | 235 954 SH | 8 de agosto de 2026 | Diario |
| SDVD · First Trust Exchange-Traded Fund IV | 0,23% | 24 765 NS | 30 de abril de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,22% | 168 924 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,22% | 2 899 270 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,21% | 4 715 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 18 327 NS | 30 de abril de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,19% | 24 735 SH | 8 de agosto de 2026 | Diario |
| IJT · iShares Trust | 0,19% | 186 510 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,18% | 64 415 NS | 31 de mayo de 2026 | N-PORT |
| SAA · ProShares Trust | 0,17% | 592 NS | 31 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,17% | 1 754 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,14% | 13 738 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,14% | 4 911 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 48 984 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,13% | 1 246 709 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,13% | 222 190 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,12% | 10 050 SH | 8 de agosto de 2026 | Diario |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,12% | 2 830 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,12% | 282 280 SH | 8 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,12% | 18 414 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,12% | 21 653 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,10% | 2 344 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,09% | 703 445 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,09% | 9 592 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,09% | 100 755 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,09% | 154 713 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 238 070 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,08% | 10 062 NS | 31 de mayo de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,08% | 19 837 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,06% | 2 034 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,06% | 1 834 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 553 819 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,05% | 1 108 966 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,05% | 79 160 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,05% | 13 878 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,04% | 1 854 NS | 31 de mayo de 2026 | N-PORT |