IVZ Invesco Ltd Common Stock
$32,09
Precio · Ago 20, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$20–$33
94% of range
Calificación del Analista
HOLD
18 analysts
Precio Objetivo
$33
+3% upside
P/E (TTM)
-20.1
ROE
-1.3%
Margen de Beneficio Neto
-2.7%
Acerca de Invesco Ltd Common Stock Descripción general de la empresa de Wikipedia
Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries.
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Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries.
As of December 31, 2025, the company had $2.2 trillion in assets under management including $407 billion in Invesco QQQ; $630 billion in other exchange-traded funds and index funds; $311 billion in actively-managed fixed income accounts; $298 billion in actively-managed equities accounts; $130 billion in private credit and real estate investments; $132 billion in Invesco Great Wall, a joint venture in China; $189 billion in Global Liquidity/money market funds, and $69 billion in other types of accounts. It had $1.5 trillion invested for retail clients and $0.7 trillion invested for institutional clients.
## History
The company traces its roots to H. Lotery & Co. Ltd., a UK-based advisory firm formed in 1935.
In 1978, Citizens & Southern National Bank sold its money management operations, then named INVESCO, to Charles Brady and eight partners for $230,000.
In November 1986, Britannia Arrow bought a 45% stake in INVESCO for £47 million. In November 1988, Britannia bought the rest of INVESCO for £75 million. Beginning in the late 1980s, efforts to apply INVESCO's more quantitative investment techniques to the UK equities market failed and the company's investments underperformed in the early 1990s recession, resulting in client losses.
In August 1995, the company became a public company via an initial public offering.
From 1996 to 2001, A. D. Frazier was CEO of the company.
In 1997, the company acquired AIM Management Group and changed its name to Amvescap.
In March 1999, the company launched the Invesco QQQ exchange-traded fund.
In 2000, the company acquired Perpetual, a British investment manager. The company had been founded in 1973 by Martyn Arbib, who was its biggest shareholder at the time of the purchase. The British unit took the name Invesco Perpetual. Neil Woodford, described as Perpetual's "star income manager", continued to be employed by Amvescap/Invesco until 2013.
In October 2004, the company agreed to a $450 million settlement with the State Attorney Generals of New York and Colorado, and the United States Securities and Exchange Commission after the company allegedly allowed over 40 individuals and entities to engage in market timing trading in mutual funds managed by Invesco in exchange for advisory fees.
In July 2006, the company agreed to acquire WL Ross & Co for $100 million upfront and potential earn-out payments to bring the purchase price to $375 million.
In September 2006, the company acquired Powershares Capital Management, the sponsor of 36 exchange-traded funds which added $6.3 billion of assets under management.
In May 2007, the company reverted to the Invesco name and moved its domicile to Bermuda. In November 2007, Invesco moved its principal office from London to Atlanta.
In March 2008, Invesco renamed its U.S. mutual-fund unit Invesco Aim.
In October 2009, Invesco bought Morgan Stanley's Retail Unit, including Van Kampen Investments, for $1.5 billion.
In April 2010, the Invesco Aim unit dropped Aim from its name.
In September 2017, Invesco agreed to buy the exchange-traded fund business of Guggenheim Partners for $1.2 billion in cash.
In March 2018, the company retired the Perpetual, PowerShares and Trimark brands.
In June 2018, Invesco acquired Intelliflo, a technology platform for financial advisors. In August 2025, it was sold to affiliates of The Carlyle Group for up to $200 million.
In May 2019, Invesco acquired OppenheimerFunds from Massachusetts Mutual Life Insurance Company for about $5.7 billion in stock. In the same month, the company announced a $70 million investment and the creation of 500 jobs, as it relocated its headquarters in Atlanta to Midtown Union.
In June 2026, the company sold its Canadian investment fund business to CI Financial.
== Finances ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
IVZ Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$32.09
Capitalización Bursátil
$14.25B
P/E (TTM)
-20.1
BPA (TTM)
$-1.60
Ingresos (TTM)
$6.38B
Rendimiento div.
2.6%
ROE
-1.3%
Deuda/Capital
—
Rango 52S
$20 – $33
IVZ Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$6.38B
2016-12-31
→
2025-12-31
BPA
$-1.60
2016-12-31
→
2025-12-31
Flujo de caja libre
$1.44B
2016-12-31
→
2025-12-31
Márgenes
-2.7%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
IVZ
Mediana de Pares
P/E (TTM)
-20.1
15.8
P/S (TTM) (P/V (TTM))
2.2
4.2
P/B (P/C)
1.2
1.7
Price / FCF (Precio / FCF)
9.9
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
IVZ
Mediana de Pares
Operating Margin (Margen Operativo)
-10.9%
—
Net Profit Margin (Margen de Beneficio Neto)
-2.7%
23.0%
ROA
-0.65%
3.0%
ROE
-1.3%
6.5%
ROIC
-2.6%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
IVZ
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
IVZ
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5.1%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
1.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
0.74%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
IVZ
Mediana de Pares
Payout Ratio (Ratio de Pago)
-215.9%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.6%
Ratio de Pago
-215.9%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 14 de agosto de 2026 | $0,2150 |
| 15 de mayo de 2026 | $0,2150 |
| 13 de febrero de 2026 | $0,2100 |
| 14 de noviembre de 2025 | $0,2100 |
| 14 de agosto de 2025 | $0,2100 |
| 14 de mayo de 2025 | $0,2100 |
| 14 de febrero de 2025 | $0,2050 |
| 14 de noviembre de 2024 | $0,2050 |
| 16 de agosto de 2024 | $0,2050 |
| 13 de mayo de 2024 | $0,2050 |
| 15 de febrero de 2024 | $0,2000 |
| 9 de noviembre de 2023 | $0,2000 |
| 10 de agosto de 2023 | $0,2000 |
| 8 de mayo de 2023 | $0,2000 |
| 15 de febrero de 2023 | $0,1880 |
| 9 de noviembre de 2022 | $0,1880 |
| 11 de agosto de 2022 | $0,1880 |
| 9 de mayo de 2022 | $0,1880 |
| 15 de febrero de 2022 | $0,1700 |
| 10 de noviembre de 2021 | $0,1700 |
IVZ Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
18 analistas
- Compra fuerte 1 5,6%
- Compra 7 38,9%
- Mantener 10 55,6%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
12 analistas · 2026-08-20
Mediana
$33.50
Ahora
$32.09
Mín
$29.00
Máx
$38.00
Objetivo mediano
$33.50
+4,4%
Objetivo medio
$33.12
+3,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.71 | $0.67 | 0.04% |
| 31 de marzo de 2026 | $0.57 | $0.59 | -0.02% |
| 31 de diciembre de 2025 | $0.62 | $0.59 | 0.03% |
| 30 de septiembre de 2025 | $0.61 | $0.46 | 0.15% |
| 30 de junio de 2025 | $0.36 | $0.41 | -0.05% |
| 31 de marzo de 2025 | $0.44 | $0.39 | 0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | — |
| TPG | — | — | — | — | — | — |
| OWL | — | 149.4 | 7.6% | 13.9% | 3.6% | — |
| CG | — | — | — | — | — | — |
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | — |
| PS | — | — | — | — | — | — |
| ARCC | — | 10.9 | — | — | — | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B | $6.12B | $5.31B | $5.16B | $4.73B | $5.12B | $5.15B | |
| SG&A Expense | $576M | $595M | $568M | $494M | $424M | $481M | $404M | $324M | $307M | $294M | $362M | $396M | |
| Operating Expenses | $7.07B | $5.23B | $6.15B | $4.73B | $5.11B | $5.23B | $5.31B | $4.11B | $3.88B | $3.58B | $3.76B | $3.87B | |
| Operating Income | $-696M | $832M | $-435M | $1.32B | $1.79B | $920M | $808M | $1.20B | $1.28B | $1.15B | $1.36B | $1.28B | |
| Interest Expense | · | · | $70M | $85M | $95M | $129M | $136M | $112M | $95M | $93M | $82M | $73M | |
| Other Non-op | $56M | $48M | $98M | $-140M | $120M | $45M | $66M | $-40M | $50M | $47M | $-2M | $28M | |
| Pretax Income | $-379M | $1.01B | $-238M | $1.25B | $2.50B | $1.07B | $973M | $1.14B | $1.43B | $1.21B | $1.36B | $1.40B | |
| Income Tax | $-205M | $253M | $-70M | $322M | $531M | $262M | $235M | $255M | $268M | $338M | $398M | $391M | |
| Net Income | $-175M | $752M | $-168M | $684M | $1.39B | $525M | $565M | $883M | $1.13B | $854M | $968M | $988M | |
| EPS (Basic) | $-1.60 | $1.18 | $-0.73 | $1.50 | $3.01 | $1.14 | $1.29 | $2.14 | $2.75 | $2.06 | $2.26 | $2.27 | |
| EPS (Diluted) | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 | $1.13 | $1.28 | $2.14 | $2.75 | $2.06 | $2.26 | $2.27 | |
| Shares (Basic) | 452,600,000 | 457,000,000 | 454,800,000 | 457,500,000 | 462,800,000 | 459,500,000 | 437,800,000 | 412,400,000 | 409,400,000 | 414,700,000 | 428,900,000 | 435,000,000 | |
| Shares (Diluted) | 455,000,000 | 457,700,000 | 456,200,000 | 459,500,000 | 465,400,000 | 462,500,000 | 440,500,000 | 412,500,000 | 409,900,000 | 415,000,000 | 429,300,000 | 435,600,000 | |
| EBITDA | $-540M | $1.01B | $-252M | $1.51B | $1.99B | $1.12B | $986M | $1.35B | $1.39B | $1.28B | $1.45B | $1.37B |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.04B | $986M | $1.47B | $1.23B | $1.90B | $1.41B | $1.05B | $1.15B | $2.01B | $1.33B | $1.85B | $1.51B | |
| Short-term Investments | · | · | · | · | · | · | · | · | $347M | · | · | · | |
| PP&E (Net) | $379M | $479M | $600M | $561M | $518M | $564M | $584M | $469M | $491M | $465M | $427M | $403M | |
| PP&E (Gross) | $1.29B | $1.43B | $1.54B | $1.69B | $1.60B | $1.57B | $1.50B | $1.27B | $1.22B | $1.11B | $1.03B | $980M | |
| Accum. Depreciation | · | · | · | · | $1.08B | $1.01B | $919M | $805M | $729M | $641M | $603M | $577M | |
| Goodwill | $8.48B | $8.32B | $8.69B | $8.56B | $8.88B | $8.92B | $8.51B | $7.16B | $6.59B | $6.13B | $6.18B | $6.58B | |
| Intangibles | $3.93B | $5.75B | $5.85B | $7.14B | $7.23B | $7.31B | $7.36B | $2.18B | $1.56B | $1.40B | $1.35B | $1.25B | |
| Total Assets | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B | $39.42B | $30.98B | $31.67B | $25.73B | $25.07B | $20.45B | |
| Deferred Tax | $902M | $1.28B | $1.33B | $1.66B | $1.63B | $1.52B | $1.53B | $326M | · | · | · | · | |
| Total Liabilities | $14.09B | $11.34B | $13.02B | $12.91B | $16.01B | $21.48B | $24.72B | $21.65B | $22.47B | $17.84B | $16.21B | $11.16B | |
| Long-term Debt | $1.83B | $891M | $1.49B | $1.49B | $2.09B | $2.08B | $2.08B | $2.41B | $2.08B | $2.10B | $2.07B | $1.58B | |
| Common Stock | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $98M | $98M | $98M | $98M | $98M | |
| Retained Earnings | $5.89B | $6.99B | $6.83B | $7.52B | $7.17B | $6.08B | $5.92B | $5.88B | $5.49B | $4.83B | $4.44B | $3.93B | |
| Treasury Stock | $2.83B | $2.85B | $3.00B | $3.04B | $3.04B | $3.25B | $3.45B | $3.00B | $2.78B | $2.85B | $2.40B | $1.90B | |
| AOCI | $-723M | $-1.04B | $-802M | $-942M | $-442M | $-404M | $-587M | $-735M | $-391M | $-809M | $-446M | $49M | |
| Stockholders' Equity | $12.23B | $14.56B | $14.60B | $15.21B | $15.50B | $14.36B | $13.86B | $8.58B | $8.70B | $7.50B | $7.89B | $8.33B | |
| Liabilities + Equity | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B | $39.42B | $30.98B | $31.67B | $25.73B | $25.07B | $20.45B | |
| Shares Outstanding | 444,000,000 | 448,000,000 | 449,500,000 | 454,800,000 | 461,200,000 | 459,100,000 | 453,300,000 | 397,100,000 | 407,100,000 | 403,800,000 | 417,500,000 | 429,900,000 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $156M | $180M | $183M | $195M | $205M | $204M | $178M | $142M | $117M | $101M | $94M | $89M | |
| Stock-based Comp | $80M | $105M | $115M | $106M | $140M | $188M | $208M | $172M | $175M | $160M | $150M | $138M | |
| Deferred Tax | $-385M | $-38M | $-309M | $48M | $80M | $81M | $22M | $38M | $-52M | $15M | $-8M | $-29M | |
| Amort. of Intangibles | $38M | $45M | $50M | $64M | $63M | $62M | $53M | $30M | $17M | $14M | $11M | $13M | |
| Restructuring | · | · | $30M | $14M | $78M | $119M | · | · | $58M | $50M | $16M | · | |
| Other Non-cash | $1.85B | $406M | $1.65B | $-330M | $-740M | $232M | $145M | $-406M | $3M | $-1.00B | $-151M | $14M | |
| Operating Cash Flow | $1.53B | $1.19B | $1.30B | $703M | $1.08B | $1.23B | $1.12B | $829M | $1.16B | $654M | $1.13B | $1.20B | |
| CapEx | $84M | $69M | $164M | $193M | $109M | $115M | $124M | $102M | $112M | $148M | $124M | $133M | |
| Investing Cash Flow | $-974M | $68M | $-244M | $-376M | $-848M | $-860M | $-1.43B | $-2.90B | $-974M | $-1.01B | $-665M | $-1.83B | |
| Debt Issued | $993M | $0 | $0 | · | · | · | · | · | $0 | $0 | $496M | $0 | |
| Net Debt Issued | $993M | · | · | · | · | · | · | · | $0 | $0 | $496M | $0 | |
| Stock Repurchased | $124M | $79M | $188M | $245M | $61M | · | $111M | $0 | $64M | $535M | $624M | $270M | |
| Net Stock Activity | $-124M | $-79M | $-188M | · | · | · | $-111M | $-52M | $-64M | $-535M | $-549M | $-270M | |
| Dividends Paid | $377M | $372M | $358M | $335M | $308M | $357M | $529M | $491M | $472M | $460M | $454M | $424M | |
| Financing Cash Flow | $-150M | $-1.66B | $-585M | $-967M | $117M | $-286M | $201M | $1.54B | $169M | $470M | $-52M | $862M | |
| Taxes Paid | $239M | $236M | $195M | $301M | $432M | $224M | $194M | $322M | $256M | $299M | $389M | $406M | |
| Free Cash Flow | $1.44B | $1.12B | $1.14B | $510M | $969M | $1.12B | $992M | $726M | $1.26B | $-18M | $929M | $1.07B | |
| Levered FCF | · | · | $1.09B | $447M | $895M | $1.02B | $889M | $640M | $1.18B | $-86M | $871M | $1.01B |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% | 15.0% | 13.2% | 22.7% | 24.8% | 24.9% | 26.5% | 24.8% | |
| Net Margin | -2.7% | 8.9% | -5.8% | 11.3% | 20.2% | 8.5% | 9.2% | 16.6% | 21.9% | 18.0% | 18.9% | 19.2% | |
| Pretax Margin | -5.9% | 16.6% | -4.2% | 20.6% | 36.3% | 17.4% | 15.9% | 21.4% | 27.7% | 25.5% | 26.6% | 27.1% | |
| EBITDA Margin | -8.5% | 16.7% | -4.4% | 25.0% | 28.9% | 18.3% | 16.1% | 25.4% | 27.0% | 27.0% | 28.3% | 26.6% | |
| ROA | -0.65% | 1.9% | -1.1% | 2.2% | 4.0% | 1.4% | 1.6% | 2.8% | 3.9% | 3.4% | 4.2% | 5.0% | |
| ROE | -1.3% | 3.7% | -2.2% | 4.5% | 9.3% | 3.7% | 5.0% | 10.2% | 13.9% | 11.1% | 11.9% | 11.8% | |
| ROIC | -2.6% | 4.3% | -2.1% | 6.4% | 9.1% | 4.8% | 4.4% | 10.9% | 11.9% | 11.3% | 12.2% | 11.0% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -6.2 | 15.5 | 18.9 | 7.1 | 6.0 | 10.8 | 13.5 | 12.6 | 16.6 | 17.5 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.1% | 6.1% | -5.5% | -12.3% | 12.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.8% | -4.2% | -2.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.74% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | -50.2% | 164.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -26.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | -50.9% | 165.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -18.6% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B | $6.12B | $5.31B | $5.16B | $4.73B | $5.12B | $5.15B | |
| Net Income TTM | $-175M | $752M | $-168M | $684M | $1.39B | $525M | $565M | $883M | $1.13B | $854M | $968M | $988M | |
| Market Cap | $11.66B | $7.83B | $8.02B | $8.18B | $10.62B | $8.00B | $8.15B | $6.65B | $14.88B | $12.25B | $13.98B | $16.99B | |
| P/E | -16.4 | 14.8 | -24.4 | 12.1 | 7.7 | 15.4 | 14.0 | 7.8 | 13.3 | 14.7 | 14.8 | 17.4 | |
| P/S | 1.8 | 1.3 | 1.4 | 1.4 | 1.5 | 1.3 | 1.3 | 1.3 | 2.9 | 2.6 | 2.7 | 3.3 | |
| P/B | 1.0 | 0.5 | 0.5 | 0.5 | 0.7 | 0.6 | 0.6 | 0.8 | 1.7 | 1.6 | 1.8 | 2.0 | |
| P / Tangible Book | · | 15.9 | 138.3 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.6 | 6.6 | 6.2 | 11.6 | 9.8 | 6.5 | 7.3 | 8.0 | 10.9 | 94.8 | 13.3 | 14.2 | |
| P / FCF | 8.1 | 7.0 | 7.1 | 16.0 | 11.0 | 7.2 | 8.2 | 9.2 | 11.8 | -665.8 | 15.0 | 15.9 | |
| Dividend Yield | 3.2% | 4.7% | 4.5% | 4.1% | 2.9% | 4.5% | 6.5% | 7.4% | 3.2% | 3.8% | 3.2% | 2.5% | |
| Earnings Yield | -6.1% | 6.8% | -4.1% | 8.3% | 13.0% | 6.5% | 7.1% | 12.8% | 7.5% | 6.8% | 6.8% | 5.7% | |
| Payout Ratio | -215.9% | 69.0% | -107.2% | 48.9% | 22.1% | 68.1% | 93.7% | 55.6% | 41.8% | 53.9% | 46.9% | 42.9% | |
| Annual Payout | $377M | $372M | $358M | $335M | $308M | $357M | $529M | $491M | $472M | $460M | $454M | $424M |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.83B | $1.74B | $1.69B | $1.64B | $1.52B | $1.53B | $1.59B | $1.52B | $1.48B | $1.48B | $1.41B | $1.44B | $1.44B | $1.42B | $1.44B | $1.45B | |
| SG&A Expense | $134M | $147M | $149M | $151M | $139M | $137M | $135M | $141M | $180M | $138M | $165M | $146M | $152M | $105M | $223M | $49M | |
| Operating Expenses | $1.46B | $1.41B | $3.15B | $1.37B | $1.30B | $1.25B | $1.28B | $1.41B | $1.28B | $1.26B | $2.49B | $1.21B | $1.24B | $1.21B | $1.20B | $1.10B | |
| Operating Income | $364M | $333M | $-1.46B | $271M | $214M | $277M | $312M | $100M | $207M | $213M | $-1.08B | $228M | $204M | $210M | $245M | $350M | |
| Interest Expense | · | · | · | · | · | · | · | · | $16M | $16M | · | $17M | $18M | $18M | · | $19M | |
| Other Non-op | $106M | $-400.0K | $21M | $-800.0K | $60M | $-24M | $-20M | $28M | $4M | $36M | $73M | $-23M | $21M | $27M | $31M | $-35M | |
| Pretax Income | $455M | $300M | $-1.35B | $347M | $274M | $345M | $317M | $145M | $260M | $283M | $-934M | $230M | $230M | $236M | $390M | $255M | |
| Income Tax | $116M | $81M | $-350M | $-10M | $77M | $78M | $79M | $42M | $64M | $69M | $-266M | $61M | $66M | $70M | $90M | $87M | |
| Net Income | $339M | $219M | $-900M | $356M | $197M | $267M | $311M | $104M | $196M | $142M | $-577M | $131M | $132M | $145M | $188M | $177M | |
| EPS (Basic) | $0.77 | $0.51 | $-2.62 | $0.67 | $-0.03 | $0.38 | $0.46 | $0.12 | $0.29 | $0.31 | $-1.63 | $0.29 | $0.29 | $0.32 | $0.41 | $0.39 | |
| EPS (Diluted) | $0.76 | $0.51 | $-2.61 | $0.66 | $-0.03 | $0.38 | $0.46 | $0.12 | $0.29 | $0.31 | $-1.63 | $0.29 | $0.29 | $0.32 | $0.41 | $0.39 | |
| Shares (Basic) | 451,300,000 | 451,100,000 | -906,500,000 | 452,400,000 | 453,800,000 | 452,900,000 | -906,600,000 | 454,900,000 | 455,500,000 | 453,200,000 | -912,900,000 | 451,700,000 | 457,900,000 | 458,100,000 | -915,500,000 | 457,000,000 | |
| Shares (Diluted) | 454,400,000 | 453,700,000 | -908,800,000 | 454,600,000 | 455,200,000 | 454,000,000 | -907,500,000 | 455,600,000 | 456,100,000 | 453,500,000 | -914,600,000 | 453,100,000 | 458,800,000 | 458,900,000 | -921,900,000 | 459,500,000 | |
| EBITDA | $364M | $366M | · | $271M | $214M | $319M | · | $100M | $207M | $258M | · | $228M | $204M | $256M | · | $350M |
Balance general 16
| 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 | $915M | $807M | $1.04B | $973M | $923M | $822M | $986M | $1.04B | $878M | $896M | $1.47B | $1.24B | $1.01B | $889M | $1.23B | $1.02B | |
| PP&E (Net) | $370M | $365M | $379M | $388M | $454M | $458M | $479M | $580M | $574M | $584M | · | $586M | $585M | $573M | · | $504M | |
| PP&E (Gross) | · | · | $1.29B | · | · | · | $1.43B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $8.40B | $8.42B | $8.48B | $8.46B | $8.58B | $8.37B | $8.32B | $8.73B | $8.61B | $8.62B | $8.69B | $8.57B | $8.68B | $8.60B | $8.56B | $8.41B | |
| Intangibles | $3.91B | $3.92B | $3.93B | $5.73B | $5.75B | $5.75B | $5.75B | $5.82B | $5.82B | $5.83B | · | $7.10B | $7.12B | $7.13B | · | $7.15B | |
| Total Assets | $27.47B | $26.83B | $27.09B | $28.44B | $28.50B | $28.14B | $27.01B | $27.50B | $27.17B | $28.08B | · | $29.43B | $29.46B | $29.73B | · | $29.27B | |
| Deferred Tax | $942M | $942M | $902M | $1.32B | $1.31B | $1.33B | $1.28B | $1.32B | $1.36B | $1.36B | · | $1.61B | $1.64B | $1.69B | · | $1.68B | |
| Total Liabilities | $14.00B | $13.57B | $14.09B | $13.65B | $13.54B | $12.36B | $11.34B | $11.60B | $11.40B | $12.22B | · | $12.84B | $12.75B | $12.92B | · | $12.77B | |
| Long-term Debt | $1.62B | $1.97B | $1.83B | $1.62B | $1.88B | $965M | $891M | $890M | $890M | $1.26B | · | $1.49B | $1.49B | $1.49B | · | $1.49B | |
| Common Stock | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | · | $113M | $113M | $113M | · | $113M | |
| Retained Earnings | $6.27B | $6.02B | $5.89B | $7.17B | $6.96B | $7.07B | $6.99B | $6.87B | $6.92B | $6.88B | · | $7.66B | $7.62B | $7.58B | · | $7.42B | |
| Treasury Stock | $2.81B | $2.77B | $2.83B | $2.80B | $2.80B | $2.78B | $2.85B | $2.83B | $2.85B | $2.86B | · | $3.01B | $3.03B | $2.89B | · | $3.05B | |
| AOCI | $-812M | $-799M | $-723M | $-736M | $-664M | $-948M | $-1.04B | $-737M | $-922M | $-897M | · | $-961M | $-818M | $-883M | · | $-1.13B | |
| Stockholders' Equity | $12.47B | $12.26B | $12.23B | $14.01B | $13.87B | $14.70B | $14.56B | $14.75B | $14.59B | $14.55B | · | $15.25B | $15.33B | $15.34B | · | $14.90B | |
| Liabilities + Equity | $27.47B | $26.83B | $27.09B | $28.44B | $28.50B | $28.14B | $27.01B | $27.50B | $27.17B | $28.08B | · | $29.43B | $29.46B | $29.73B | · | $29.27B | |
| Shares Outstanding | 441,500,000 | 443,300,000 | 444,000,000 | 445,100,000 | 446,000,000 | 447,600,000 | 448,000,000 | 449,400,000 | 450,000,000 | 449,800,000 | 449,500,000 | 449,600,000 | 448,600,000 | 458,200,000 | 454,800,000 | 454,800,000 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $33M | $36M | $38M | $40M | $42M | $44M | $44M | $46M | $45M | $46M | $42M | $47M | $47M | $49M | $48M | |
| Stock-based Comp | $31M | $34M | $20M | $21M | $24M | $15M | $14M | $51M | $18M | $21M | $21M | $24M | $32M | $38M | $23M | $26M | |
| Amort. of Intangibles | $8M | $8M | $9M | $9M | $10M | $10M | $11M | $11M | $11M | $11M | $11M | $11M | $13M | $14M | $19M | $14M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | $30M | · | · | |
| Other Non-cash | · | $-74M | · | · | · | $-312M | · | · | · | $-262M | · | · | · | $-328M | · | · | |
| Operating Cash Flow | $734M | $213M | $456M | $606M | $548M | $-85M | $317M | $438M | $489M | $-54M | $714M | $354M | $331M | $-99M | $464M | $492M | |
| CapEx | $30M | $14M | $24M | $20M | $18M | $23M | $-7M | $28M | $27M | $21M | $40M | $39M | $47M | $38M | $73M | $63M | |
| Investing Cash Flow | $-706M | $-733M | $-352M | $-255M | $-275M | $-92M | $-17M | $28M | $345M | $-287M | $-262M | $66M | $-95M | $46M | $-138M | $-82M | |
| Debt Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $50M | $69M | $26M | $29M | $26M | $43M | $26M | $30M | $3M | $20M | $4M | $4M | $152M | $28M | $5M | $6M | |
| Net Stock Activity | · | $-69M | · | · | · | $-43M | · | · | · | $-20M | · | · | · | $-28M | · | · | |
| Dividends Paid | $97M | $95M | $95M | $95M | $95M | $92M | $93M | $95M | $93M | $90M | $90M | $90M | $92M | $86M | $86M | $86M | |
| Financing Cash Flow | $-121M | $271M | $356M | $-310M | $-725M | $529M | $-392M | $-409M | $-712M | $-148M | $-110M | $-126M | $-171M | $-178M | $-168M | $-266M | |
| Free Cash Flow | · | $198M | · | · | · | $-108M | · | · | · | $-75M | · | · | · | $-137M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-87M | · | · | · | $-150M | · | · |
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 | 20.0% | 19.1% | · | 16.5% | 14.1% | 18.1% | · | 6.6% | 13.9% | 14.4% | · | 15.8% | 14.1% | 14.8% | · | 24.2% | |
| Net Margin | 18.6% | 12.6% | · | 21.7% | 13.0% | 11.2% | · | 3.6% | 8.9% | 9.6% | · | 9.1% | 9.2% | 10.2% | · | 12.3% | |
| Pretax Margin | 24.9% | 17.2% | · | 21.1% | 18.1% | 22.6% | · | 9.6% | 17.5% | 19.2% | · | 16.0% | 15.9% | 16.6% | · | 17.6% | |
| EBITDA Margin | 20.0% | 21.0% | · | 16.5% | 14.1% | 20.8% | · | 6.6% | 13.9% | 17.5% | · | 15.8% | 14.1% | 18.1% | · | 24.2% | |
| ROA | 1.2% | 0.80% | · | 1.3% | 0.71% | 0.61% | · | 0.19% | 0.47% | 0.49% | · | 0.45% | 0.44% | 0.47% | · | 0.57% | |
| ROE | 2.6% | 1.6% | · | 2.5% | 1.4% | 1.2% | · | 0.37% | 0.88% | 0.95% | · | 0.87% | 0.87% | 0.94% | · | 1.2% | |
| ROIC | 2.2% | 2.0% | · | 2.0% | 1.1% | 1.5% | · | 0.49% | 1.1% | 1.1% | · | 1.1% | 0.95% | 0.96% | · | 1.6% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 12.7 | 13.4 | · | 13.2 | 11.1 | 11.6 | · | 18.8 |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 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 | $6.73B | $6.43B | · | $6.20B | $6.04B | $6.00B | · | $5.92B | $5.84B | $5.78B | · | $5.75B | $5.84B | $6.02B | · | $6.36B | |
| Net Income TTM | $1.11B | $1.04B | · | $828M | $668M | $612M | · | $572M | $601M | $550M | · | $586M | $576M | $641M | · | $826M | |
| Market Cap | $11.65B | $10.77B | · | $10.21B | $7.03B | $6.79B | · | $7.89B | $6.73B | $7.46B | · | $6.53B | $7.54B | $7.51B | · | $6.23B | |
| P/E | 13.9 | 16.0 | · | 20.3 | 20.8 | 13.8 | · | 17.4 | 12.7 | 13.7 | · | 11.3 | 13.3 | 11.7 | · | 7.7 | |
| P/S | 1.7 | 1.7 | · | 1.6 | 1.2 | 1.1 | · | 1.3 | 1.2 | 1.3 | · | 1.1 | 1.3 | 1.2 | · | 1.0 | |
| P/B | 0.9 | 0.9 | · | 0.7 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.5 | · | 0.4 | |
| P / Tangible Book | 70.2 | · | · | · | · | 11.7 | · | 38.1 | 42.0 | 73.6 | · | · | · | · | · | · | |
| P / Cash Flow | · | 50.6 | · | · | · | -80.3 | · | · | · | -137.2 | · | · | · | -76.0 | · | · | |
| P / FCF | · | 54.3 | · | · | · | -62.9 | · | · | · | -99.0 | · | · | · | -54.9 | · | · | |
| Earnings Yield | 7.2% | 6.3% | · | 4.9% | 4.8% | 7.2% | · | 5.8% | 7.9% | 7.3% | · | 8.9% | 7.5% | 8.5% | · | 13.1% | |
| Payout Ratio | · | 43.5% | · | · | · | 54.1% | · | · | · | 63.7% | · | · | · | 59.1% | · | · |
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 | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B |
| Margen Operativo % | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% |
| Beneficio neto | $-175M | $752M | $-168M | $684M | $1.39B |
| EPS Diluido | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.44B | $1.12B | $1.14B | $510M | $969M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 733 declarantes · $7.9B 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 |
|---|---|---|---|---|
| 117 (+14 vs trimestre anterior) | 58 (-14 vs trimestre anterior) | 254 (+4 vs trimestre anterior) | 211 (+12 vs trimestre anterior) | +14.4M |
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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2 146 359 898 | 81 332 319 | 27,12% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $741 665 273 | 28 104 027 | 9,37% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $546 434 547 | 20 706 123 | 6,91% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $487 132 799 | 18 458 992 | 6,16% | Acciones |
| STATE STREET CORP | $443 167 481 | 16 793 008 | 5,60% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $414 047 726 | 15 689 569 | 5,23% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $291 486 831 | 11 066 636 | 3,68% | Acciones |
| Qube Research & Technologies Ltd | $141 153 565 | 5 348 752 | 1,78% | Acciones |
| NORGES BANK | $137 508 658 | 5 210 635 | 1,74% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $97 787 000 | 3 705 443 | 1,24% | Acciones |
| MACQUARIE GROUP LTD | $97 786 641 | 3 705 443 | 1,24% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $84 133 273 | 3 463 700 | 1,06% | Acciones |
| Amundi | $80 100 934 | 3 035 276 | 1,01% | Acciones |
| GOLDMAN SACHS GROUP INC | $79 109 620 | 2 997 712 | 1,00% | Acciones |
| BARCLAYS PLC | $65 471 954 | 2 480 938 | 0,83% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $64 965 002 | 2 461 728 | 0,82% | Acciones |
| Allianz Asset Management GmbH | $56 525 058 | 2 141 912 | 0,71% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $56 010 526 | 1 969 959 | 0,71% | Acciones |
| Quantinno Capital Management LP | $47 760 149 | 1 809 782 | 0,60% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $43 566 854 | 1 650 885 | 0,55% | Acciones |
| TRIAN FUND MANAGEMENT, L.P. | $42 896 206 | 1 625 472 | 0,54% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $42 467 184 | 1 609 215 | 0,54% | Acciones |
| CITADEL ADVISORS LLC | $40 948 703 | 1 551 675 | 0,52% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $39 057 992 | 1 480 030 | 0,49% | Acciones |
| Sonoma Allocations LLC | $38 300 409 | 447 018 | 0,48% | Acciones |
| Fisher Asset Management, LLC | $38 208 451 | 1 447 838 | 0,48% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $37 497 551 | 1 420 900 | 0,47% | Opción de compra |
| Squarepoint Ops LLC | $37 125 109 | 1 406 787 | 0,47% | Acciones |
| Engineers Gate Manager LP | $35 748 237 | 1 354 613 | 0,45% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $34 678 756 | 1 314 087 | 0,44% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34 438 633 | 1 304 988 | 0,44% | Acciones |
| AMERIPRISE FINANCIAL INC | $34 171 964 | 1 294 879 | 0,43% | Acciones |
| D. E. Shaw & Co., Inc. | $31 927 150 | 1 209 820 | 0,40% | Acciones |
| LETKO, BROSSEAU & ASSOCIATES INC | $31 154 398 | 1 180 538 | 0,39% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $30 803 965 | 1 167 259 | 0,39% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $30 022 756 | 1 236 013 | 0,38% | Acciones |
| BlackRock, Inc. | $28 187 687 | 1 068 120 | 0,36% | Acciones |
| BANK OF AMERICA CORP /DE/ | $27 689 496 | 1 049 242 | 0,35% | Acciones |
| Vanguard Global Advisers, LLC | $25 161 414 | 953 445 | 0,32% | Acciones |
| TODD ASSET MANAGEMENT LLC | $23 750 683 | 899 988 | 0,30% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $23 476 940 | 889 615 | 0,30% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $23 179 076 | 878 328 | 0,29% | Acciones |
| IEQ CAPITAL, LLC | $22 360 446 | 847 307 | 0,28% | Acciones |
| Trexquant Investment LP | $20 556 834 | 778 963 | 0,26% | Acciones |
| NFJ INVESTMENT GROUP, LLC | $18 934 456 | 717 486 | 0,24% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $18 905 479 | 716 388 | 0,24% | Acciones |
| Swiss National Bank | $18 821 348 | 713 200 | 0,24% | Acciones |
| California Public Employees Retirement System | $18 649 153 | 706 675 | 0,24% | Acciones |
| RHUMBLINE ADVISERS | $18 421 437 | 698 049 | 0,23% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15 702 050 | 595 000 | 0,20% | Opción de compra |
| WELLINGTON MANAGEMENT GROUP LLP | $15 154 906 | 574 267 | 0,19% | Acciones |
| STRS OHIO | $14 962 813 | 566 988 | 0,19% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $14 927 160 | 565 637 | 0,19% | Acciones |
| Swiss Life Asset Management Ltd | $14 842 792 | 562 440 | 0,19% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $14 833 450 | 562 086 | 0,19% | Acciones |
| FIRST TRUST ADVISORS LP | $13 403 796 | 507 912 | 0,17% | Acciones |
| Endure Capital Management, LLC | $12 181 782 | 461 606 | 0,15% | Acciones |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $11 414 863 | 432 545 | 0,14% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10 423 232 | 394 969 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10 140 492 | 417 476 | 0,13% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $10 038 756 | 380 400 | 0,13% | Acciones |
| Mariner, LLC | $9 834 160 | 372 650 | 0,12% | Acciones |
| UBS Group AG | $9 802 170 | 371 435 | 0,12% | Acciones |
| PEAK6 LLC | $9 767 546 | 370 123 | 0,12% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9 448 280 | 358 025 | 0,12% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $9 073 726 | 343 832 | 0,11% | Acciones |
| Delta Global Management LP | $8 997 090 | 340 928 | 0,11% | Acciones |
| Cambridge Financial Group, Inc. | $8 788 134 | 333 010 | 0,11% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $8 489 232 | 321 684 | 0,11% | Acciones |
| Live Oak Private Wealth LLC | $8 471 979 | 321 030 | 0,11% | Acciones |
| JANE STREET GROUP, LLC | $8 378 825 | 317 500 | 0,11% | Opción de compra |
| VANGUARD GROUP INC | $7 867 996 | 299 505 | 0,10% | Acciones |
| Walleye Trading LLC | $7 823 975 | 296 475 | 0,10% | Acciones |
| Erste Asset Management GmbH | $7 602 252 | 289 059 | 0,10% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $7 467 182 | 282 955 | 0,09% | Acciones |
| IBEX WEALTH ADVISORS | $7 380 088 | 279 655 | 0,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7 313 540 | 277 133 | 0,09% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $7 275 591 | 275 695 | 0,09% | Acciones |
| CWM, LLC | $7 206 887 | 296 702 | 0,09% | Acciones |
| Interval Partners, LP | $7 162 246 | 271 400 | 0,09% | Opción de compra |
| ExodusPoint Capital Management, LP | $7 116 380 | 269 662 | 0,09% | Acciones |
| Point72 Europe (London) LLP | $7 102 984 | 309 633 | 0,09% | Acciones |
| SEI INVESTMENTS CO | $7 060 350 | 266 027 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $7 046 130 | 267 000 | 0,09% | Opción de compra |
| Arax Advisory Partners | $6 720 278 | 254 652 | 0,08% | Acciones |
| JANE STREET GROUP, LLC | $6 676 353 | 252 988 | 0,08% | Acciones |
| Del-Sette Capital Management, LLC | $6 647 060 | 251 878 | 0,08% | Acciones |
| Poehling Capital Management, INC. | $6 635 211 | 251 429 | 0,08% | Acciones |
| State of Tennessee, Department of Treasury | $6 517 249 | 246 959 | 0,08% | Acciones |
| CREDIT AGRICOLE S A | $6 241 499 | 236 510 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $5 959 680 | 225 831 | 0,08% | Acciones |
| ALGERT GLOBAL LLC | $5 948 491 | 225 407 | 0,08% | Acciones |
| Vontobel Holding Ltd. | $5 884 970 | 223 000 | 0,07% | Acciones |
| NewEdge Advisors, LLC | $5 872 874 | 222 541 | 0,07% | Acciones |
| Man Group plc | $5 791 866 | 219 472 | 0,07% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $5 778 720 | 218 974 | 0,07% | Acciones |
| GABELLI FUNDS LLC | $5 673 850 | 215 000 | 0,07% | Acciones |
| Corient Private Wealth LP | $5 654 312 | 214 266 | 0,07% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $5 510 443 | 208 808 | 0,07% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $5 508 253 | 208 725 | 0,07% | Acciones |
Informantes de la empresa 46 insiders · 23 directivos · 20 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Andrew Schlossberg | President and CEO | 2 de julio de 2026 F | 742 708 | 0 | 0 | $0 |
| Martin L Flanagan | President & CEO | 1 de marzo de 2023 S | 452 584 | 0 | 0 | $0 |
| Laura Allison Dukes | Chief Financial Officer | 2 de julio de 2026 F | 290 258 | 0 | 0 | $0 |
| Loren M Starr | SMD & CFO | 9 de julio de 2020 A | 654 755 | 0 | 0 | $0 |
| Jeffrey H Kupor | Senior Managing Director | 2 de julio de 2026 F | 125 818 | 0 | 0 | $0 |
| Andrew Tak Shing Lo | Senior Managing Director | 2 de julio de 2026 M | 955 847 | 0 | 0 | $0 |
| Douglas J Sharp | Senior Managing Director | 31 de agosto de 2023 M | 71 531 | 0 | 0 | $0 |
| Tony Wong | Senior Managing Director | 9 de julio de 2023 J | 157 371 | 0 | 0 | $0 |
| Jennifer Krevitt | SMD & Chief HR Officer | 3 de julio de 2023 A | 91 120 | 0 | 0 | $0 |
| Mark F Giuliano | SMD & Chief Adm Officer | 3 de julio de 2023 A | 180 375 | 0 | 0 | $0 |
| Stephanie Butcher | Senior Managing Director | 28 de febrero de 2023 F | 125 051 | 0 | 0 | $0 |
| Terry Vacheron | Chief Accounting Officer | 28 de febrero de 2023 F | 17 972 | 0 | 0 | $0 |
| Gregory Mcgreevey | Senior Managing Director | 8 de marzo de 2022 S | 260 403 | 0 | 0 | $0 |
| Annette Lege | Chief Accounting Officer | 28 de febrero de 2022 F | 110 143 | 0 | 0 | $0 |
| Kevin M Carome | SMD and General Counsel | 28 de febrero de 2022 F | 625 997 | 0 | 0 | $0 |
| Philip Taylor | Senior Managing Director | 20 de marzo de 2019 F | 270 899 | 0 | 0 | $0 |
| Roderick G.H. Ellis | Chief Accounting Officer | 28 de febrero de 2017 F | 84 064 | 0 | 0 | $0 |
| Karen Dunn Kelley | Senior Managing Director | 14 de diciembre de 2016 G | 718 804 | 0 | 0 | $0 |
| Gregory Mark Armour | SMD | 3 de marzo de 2015 S | 383 018 | 0 | 0 | $0 |
| James Robertson | SMD | 28 de febrero de 2012 F | 878 901 | 0 | 0 | $0 |
| David Hartley | Chief Accounting Officer | 28 de febrero de 2011 F | 148 645 | 0 | 0 | $0 |
| Bob Yerbury | Senior Managing Director | 28 de febrero de 2008 A | 217 582 | 0 | 0 | $0 |
| John S Markwalter Jr | Senior Managing Director | 13 de diciembre de 2007 F | 51 732 | 0 | 0 | $0 |
| Thomas P Gibbons | Consejero | 15 de mayo de 2026 A | 47 202 | 0 | 0 | $0 |
| Phoebe A Wood | Consejero | 15 de mayo de 2026 A | 110 111 | 0 | 0 | $0 |
| Christopher C Womack | Consejero | 15 de mayo de 2026 A | 59 917 | 0 | 0 | $0 |
| Richard G Wagoner JR | Consejero | 15 de mayo de 2026 A | 107 870 | 0 | 0 | $0 |
| Elizabeth S. Johnson | Consejero | 15 de mayo de 2023 A | 15 975 | 0 | 0 | $0 |
| Paula Tolliver | Consejero | 15 de mayo de 2023 A | 33 272 | 0 | 0 | $0 |
| Sarah Beshar | Consejero | 15 de mayo de 2023 A | 82 352 | 0 | 0 | $0 |
| Nigel Sheinwald | Consejero | 15 de mayo de 2023 A | 69 173 | 0 | 0 | $0 |
| Denis Kessler | Consejero | 15 de mayo de 2023 M | 92 870 | 0 | 0 | $0 |
| Robert C Henrikson | Consejero | 15 de mayo de 2022 A | 81 264 | 0 | 0 | $0 |
| Rod Canion | Consejero | 28 de octubre de 2020 A | 122 931 | 0 | 0 | $0 |
| Ben F. Johnson III | Consejero | 26 de julio de 2019 A | 55 442 | 0 | 0 | $0 |
| Edward P Lawrence | Consejero | 28 de julio de 2017 A | 37 320 | 0 | 0 | $0 |
| Thomas J Presby | Consejero | 4 de mayo de 2015 S | 871 | 0 | 0 | $0 |
| John Michael Middlecott Banham | Consejero | 2 de mayo de 2014 A | 20 112 | 0 | 0 | $0 |
| Rex D Adams | Consejero | 2 de mayo de 2014 A | 67 974 | 0 | 0 | $0 |
| Jerome P Kenney | Consejero | 30 de octubre de 2008 A | 2 718 | 0 | 0 | $0 |
| Trian Fund Management, L.P. | Propietario del 10% | 30 de enero de 2023 S | 45 419 188 | 0 | 0 | $0 |
| Invesco Ltd. | Propietario del 10% | 5 de junio de 2020 P | 13 226 532 | 0 | 0 | $0 |
| Thomas M Finke | — | 15 de mayo de 2026 A | 64 238 | 0 | 0 | $0 |
| William Francis Glavin Jr | — | 15 de mayo de 2026 A | 81 084 | 0 | 0 | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | — | 8 de marzo de 2022 P | 4 114 098 | 0 | 0 | $0 |
| Colin Meadows | — | 4 de noviembre de 2021 S | 135 937 | 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 |
|---|---|---|---|---|---|
| Nelson Peltz, Peter W. May, Trian Fund Management, L.P., Trian Fund Management GP, LLC, Trian Partners AM Holdco, Ltd. ×11 presentaciones | 22 de mayo de 2025 | 4,62% | Enmienda | — | SEC |
| Nelson Peltz (2), Peter W. May (2), Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners AM Holdco, Ltd. S.S. OR | 14 de junio de 2024 | — | Presentación inicial | — | SEC |
| Massachusetts Mutual Life Insurance Company, MassMutual Holding LLC, MM Asset Management Holding LLC ×3 presentaciones | 15 de junio de 2022 | — | Presentación inicial | — | SEC |
| Invesco Ltd. IRS# 980557567 ×11 presentaciones | 20 de mayo de 2021 | — | Presentación inicial | — | SEC |
| Invesco Ltd. IRS # 980557567 ×8 presentaciones | 25 de mayo de 2018 | — | Presentación inicial | Inversión pasiva | SEC |
| Invesco Ltd. – IRS # 908557567 Invesco Trimark Ltd. | 24 de diciembre de 2009 | — | Presentación inicial | Inversión pasiva | SEC |
| 13 de febrero 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 93 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 |
|---|---|---|---|---|
| RFDA · ALPS ETF Trust | 1,07% | 33 020 NS | 31 de mayo de 2026 | N-PORT |
| OASC · Unified Series Trust | 1,05% | 31 108 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,74% | 2 132 570 NS | 30 de abril de 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,56% | 16 712 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,49% | 2 557 359 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,35% | 169 919 NS | 30 de abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,28% | 25 103 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,24% | 64 571 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,21% | 1 123 073 NS | 30 de abril de 2026 | N-PORT |
| FAS · Direxion Shares ETF Trust | 0,11% | 84 947 NS | 30 de abril de 2026 | N-PORT |
| SPVU · Invesco Exchange-Traded Fund Trust … | 0,11% | 5 205 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,09% | 14 303 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,08% | 61 436 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,07% | 74 912 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,06% | 350 101 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 882 078 NS | 30 de abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,04% | 7 299 NS | 31 de mayo de 2026 | N-PORT |
| EGLE · Global X Funds | 0,03% | 23 NS | 30 de abril de 2026 | N-PORT |
| QRFT · Exchange Listed Funds Trust | 0,03% | 164 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 101 372 NS | 30 de abril de 2026 | N-PORT |
| CATH · Global X Funds | 0,02% | 10 011 NS | 30 de abril de 2026 | N-PORT |
| XTR · Global X Funds | 0,02% | 29 NS | 30 de abril de 2026 | N-PORT |
| XYLG · Global X Funds | 0,02% | 475 NS | 30 de abril de 2026 | N-PORT |
| XCLR · Global X Funds | 0,02% | 24 NS | 30 de abril de 2026 | N-PORT |
| CHRI · Global X Funds | 0,02% | 38 NS | 30 de abril de 2026 | N-PORT |
| XRMI · Global X Funds | 0,02% | 360 NS | 30 de abril de 2026 | N-PORT |
| XYLD · Global X Funds | 0,02% | 22 117 NS | 30 de abril de 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0,02% | 1 490 NS | 30 de abril de 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,02% | 7 407 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 108 442 NS | 30 de abril de 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0,01% | 30 034 NS | 30 de abril de 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 14 506 NS | 31 de mayo de 2026 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0,01% | 1 576 NS | 30 de abril de 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0,01% | 345 NS | 30 de abril de 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,00% | 8 301 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 1 558 NS | 31 de mayo de 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| BLV · VANGUARD BOND INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| BND · VANGUARD BOND INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VOOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VCLT · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |