LAZ Lazard, Inc. Common Stock
$45,01
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 28, 2026
Rango 52S
$39–$59
32% of range
Calificación del Analista
HOLD
15 analysts
Precio Objetivo
$47
+5% upside
P/E (TTM)
22.4
ROE
31.4%
Margen de Beneficio Neto
7.4%
LAZ Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$45.01
Capitalización Bursátil
—
P/E (TTM)
22.4
BPA (TTM)
$2.17
Ingresos (TTM)
$3.19B
Rendimiento div.
—
ROE
31.4%
Deuda/Capital
—
Rango 52S
$39 – $59
LAZ 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
$3.19B
2016-12-31
→
2025-12-31
BPA
$2.17
2016-12-31
→
2025-12-31
Flujo de caja libre
$487M
2016-12-31
→
2025-12-31
Márgenes
7.4%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
LAZ
Mediana de Pares
P/E (TTM)
22.4
20.7
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
LAZ
Mediana de Pares
Operating Margin (Margen Operativo)
10.3%
—
Net Profit Margin (Margen de Beneficio Neto)
7.4%
12.2%
ROA
4.9%
4.8%
ROE
31.4%
20.9%
ROIC
28.7%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
LAZ
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
LAZ
Mediana de Pares
Revenue YoY (Ingresos interanuales)
1.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.7%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
3.8%
—
EPS YoY (EPS interanual)
-19.0%
—
Net Income YoY (Beneficio Neto interanual)
-15.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
LAZ
Mediana de Pares
Payout Ratio (Ratio de Pago)
78.8%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
78.8%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 3 de agosto de 2026 | $0,5000 |
| 11 de mayo de 2026 | $0,5000 |
| 9 de febrero de 2026 | $0,5000 |
| 3 de noviembre de 2025 | $0,5000 |
| 4 de agosto de 2025 | $0,5000 |
| 5 de mayo de 2025 | $0,5000 |
| 10 de febrero de 2025 | $0,5000 |
| 8 de noviembre de 2024 | $0,5000 |
| 5 de agosto de 2024 | $0,5000 |
| 3 de mayo de 2024 | $0,5000 |
| 9 de febrero de 2024 | $0,5000 |
| 3 de noviembre de 2023 | $0,5000 |
| 4 de agosto de 2023 | $0,5000 |
| 5 de mayo de 2023 | $0,5000 |
| 10 de febrero de 2023 | $0,5000 |
| 4 de noviembre de 2022 | $0,5000 |
| 5 de agosto de 2022 | $0,5000 |
| 6 de mayo de 2022 | $0,4700 |
| 11 de febrero de 2022 | $0,4700 |
| 5 de noviembre de 2021 | $0,4700 |
LAZ Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
15 analistas
- Compra fuerte 3 20,0%
- Compra 4 26,7%
- Mantener 6 40,0%
- Venta 2 13,3%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
8 analistas · 2026-08-13
Mediana
$44.50
Media
$47.38
Ahora
$45.01
Mín
$42.00
Máx
$60.00
Objetivo mediano
$44.50
-1,1%
Objetivo medio
$47.38
+5,3%
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 | $0.12 | $0.36 | -0.24% |
| 31 de marzo de 2026 | $0.42 | $0.51 | -0.09% |
| 31 de diciembre de 2025 | $0.80 | $0.70 | 0.10% |
| 30 de septiembre de 2025 | $0.56 | $0.46 | 0.10% |
| 30 de junio de 2025 | $0.52 | $0.40 | 0.12% |
| 31 de marzo de 2025 | $0.56 | $0.38 | 0.18% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B | $2.65B | $2.67B | $2.88B | $2.70B | $2.38B | $2.40B | $2.36B | |
| Operating Expenses | $2.77B | $2.67B | $2.60B | $2.26B | $2.47B | $2.06B | $2.19B | $2.15B | $1.82B | $1.82B | $2.37B | $1.78B | |
| Operating Income | $328M | $386M | $-80M | $517M | $724M | $502M | $393M | $681M | $825M | $517M | $-17M | $519M | |
| Interest Expense | · | $88M | $78M | $82M | $81M | $81M | $80M | $58M | $54M | $50M | $51M | $63M | |
| Interest Income | $38M | $54M | $42M | $29M | $6M | $6M | $16M | $13M | $7M | $5M | $5M | $5M | |
| Pretax Income | $328M | $386M | $-80M | · | · | · | · | · | · | · | · | · | |
| Income Tax | $77M | $100M | $-23M | $124M | $181M | $99M | $95M | $148M | $566M | $124M | $-1.01B | $85M | |
| Net Income | $237M | $280M | $-75M | $358M | $528M | $402M | $286M | $527M | $254M | $388M | $986M | $427M | |
| EPS (Basic) | $2.37 | $2.93 | $-0.90 | $3.68 | $4.90 | $3.69 | $2.57 | $4.43 | $2.09 | $3.11 | $7.87 | $3.49 | |
| EPS (Diluted) | $2.17 | $2.68 | $-0.90 | $3.51 | $4.63 | $3.54 | $2.44 | $4.06 | $1.91 | $2.92 | $7.40 | $3.20 | |
| Shares (Basic) | 97,479,092 | 93,139,352 | 88,993,985 | 95,664,129 | 106,035,808 | 106,862,739 | 110,189,862 | 119,006,531 | 121,573,442 | 124,770,401 | 125,366,272 | 122,351,836 | |
| Shares (Diluted) | 106,338,079 | 102,392,171 | 88,993,985 | 100,997,674 | 113,674,699 | 113,483,380 | 116,079,806 | 129,767,592 | 132,479,728 | 132,633,630 | 133,244,546 | 133,813,123 | |
| EBITDA | $362M | $423M | $-37M | $559M | $762M | $537M | $428M | $715M | $857M | $551M | $16M | $554M |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.47B | $1.31B | $971M | $1.23B | $1.47B | $1.39B | $1.23B | $1.25B | $1.48B | $1.16B | $1.13B | $1.07B | |
| PP&E (Net) | $168M | $160M | $233M | $250M | $250M | $258M | $220M | $213M | $205M | $209M | $207M | $223M | |
| PP&E (Gross) | $454M | $493M | $647M | $645M | $618M | $660M | $587M | $553M | $523M | $495M | $473M | $479M | |
| Accum. Depreciation | $286M | $333M | $415M | $395M | $368M | $402M | $368M | $340M | $318M | $286M | $266M | $256M | |
| Goodwill | $395M | $394M | $395M | $377M | $379M | $384M | $372M | $372M | $385M | $373M | $321M | $335M | |
| Intangibles | $0 | · | · | · | $150.0K | $210.0K | $2M | $4M | $6M | $9M | $6M | $12M | |
| Total Assets | $4.94B | $4.79B | $4.64B | $5.85B | $7.15B | $5.97B | $5.64B | $5.00B | $4.93B | $4.56B | $4.48B | $3.33B | |
| Deferred Tax | $1M | $1M | $4M | $4M | $2M | $1M | $4M | $6M | $9M | $9M | $11M | $30M | |
| Total Liabilities | $3.95B | $4.03B | $4.07B | $4.59B | $5.49B | $4.97B | $4.96B | $4.03B | $3.67B | $3.26B | $3.11B | $2.56B | |
| Long-term Debt | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.68B | $1.68B | $1.43B | $1.19B | $1.19B | $989M | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $703M | |
| Retained Earnings | $1.52B | $1.47B | $1.40B | $1.68B | $1.56B | $1.30B | $1.19B | $1.20B | $1.08B | $1.13B | $1.12B | $465M | |
| Treasury Stock | $684M | $838M | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-272M | $-327M | $-290M | $-296M | $-224M | $-238M | $-294M | $-274M | $-233M | $-314M | $-234M | $-201M | |
| Stockholders' Equity | $869M | $636M | $424M | $556M | $975M | $912M | $610M | $917M | $1.20B | $1.24B | $1.31B | $707M | |
| Liabilities + Equity | $4.94B | $4.79B | $4.64B | $5.85B | $7.15B | $5.97B | $5.64B | $5.00B | $4.93B | $4.56B | $4.48B | $3.33B |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $34M | $36M | $43M | $42M | $38M | $35M | $36M | $34M | $31M | $33M | $33M | $34M | |
| Deferred Tax | $22M | $11M | $-81M | $43M | $91M | $47M | $25M | $45M | $501M | $64M | $-1.10B | $16M | |
| Amort. of Intangibles | · | · | $60.0K | $60.0K | $60.0K | $2M | $2M | $3M | $3M | $3M | $6M | $6M | |
| Restructuring | $0 | $48M | $195M | · | · | · | $68M | · | · | · | · | · | |
| Other Non-cash | $227M | $416M | $278M | $391M | $209M | $91M | $331M | $92M | $229M | $117M | $969M | $259M | |
| Operating Cash Flow | $519M | $743M | $165M | $834M | $866M | $576M | $678M | $699M | $1.03B | $633M | $887M | $736M | |
| CapEx | $32M | $45M | $28M | $50M | $40M | $64M | $43M | $50M | $28M | $39M | $27M | $22M | |
| Investing Cash Flow | $-82M | $134M | $-38M | $-56M | $-39M | $-63M | $-42M | $-46M | $-27M | $-38M | · | · | |
| Stock Repurchased | $91M | $60M | $102M | $692M | $406M | $95M | $495M | $553M | $307M | $300M | $173M | $193M | |
| Net Stock Activity | $-91M | $-60M | $-102M | $-692M | $-406M | $-95M | $-495M | $-553M | $-307M | $-300M | $-173M | $-193M | |
| Dividends Paid | $187M | $179M | $173M | $182M | $196M | $197M | $255M | $360M | $341M | $336M | $291M | $146M | |
| Financing Cash Flow | $-464M | $-440M | $-1.57B | $-1.38B | $196M | $-547M | $-444M | $-726M | $-319M | $-480M | · | · | |
| Net Change in Cash | $61M | $384M | $-1.41B | $-791M | $861M | $113M | $164M | $-163M | $847M | $51M | $66M | $225M | |
| Taxes Paid | $119M | $34M | $44M | $144M | $74M | $44M | $89M | $102M | $49M | $72M | $61M | $49M | |
| Free Cash Flow | $487M | $697M | $136M | $784M | $826M | $512M | $635M | $649M | $988M | $563M | $861M | $714M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.3% | 12.3% | -3.1% | 18.1% | 22.1% | 19.0% | 14.7% | 23.6% | 30.6% | 21.7% | -0.69% | 22.0% | |
| Net Margin | 7.4% | 8.9% | -2.9% | 12.5% | 16.1% | 15.2% | 10.7% | 18.3% | 9.4% | 16.3% | 41.0% | 18.1% | |
| Pretax Margin | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 11.3% | 13.5% | -1.4% | 19.6% | 23.3% | 20.3% | 16.1% | 24.8% | 31.8% | 23.1% | 0.67% | 23.4% | |
| ROA | 4.9% | 5.9% | -1.4% | 5.5% | 8.1% | 6.9% | 5.4% | 10.6% | 5.3% | 8.6% | 25.2% | 13.5% | |
| ROE | 31.4% | 52.8% | -15.4% | 46.7% | 56.0% | 52.9% | 37.5% | 49.8% | 20.8% | 30.4% | 97.7% | 67.5% | |
| ROIC | 28.7% | · | · | · | · | · | · | · | · | · | · | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | 4.4 | -1.0 | 6.3 | 9.0 | 6.2 | 4.9 | 11.6 | 15.4 | 10.3 | -0.3 | 8.3 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.5 | 0.4 | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | 0.5 | 0.6 | 0.7 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.5% | 21.1% | -9.2% | -12.8% | 23.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.7% | -1.4% | -0.68% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -19.0% | · | · | -24.2% | 30.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.8% | -16.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -9.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -15.4% | · | · | -32.3% | 31.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -12.8% | -19.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -10.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -1.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B | $2.65B | $2.67B | $2.88B | $2.70B | $2.38B | $2.40B | $2.36B | |
| Net Income TTM | $237M | $280M | $-75M | $358M | $528M | $402M | $286M | $527M | $254M | $388M | $986M | $427M | |
| P/E | 22.4 | 19.2 | -38.7 | 9.9 | 9.4 | 11.9 | 16.4 | 9.1 | 27.5 | 14.1 | 6.1 | 15.6 | |
| Earnings Yield | 4.5% | 5.2% | -2.6% | 10.1% | 10.6% | 8.4% | 6.1% | 11.0% | 3.6% | 7.1% | 16.4% | 6.4% | |
| Payout Ratio | 78.8% | 63.9% | -229.3% | 50.9% | 37.1% | 48.9% | 89.0% | 68.2% | 134.7% | 86.7% | 29.5% | 34.2% | |
| Annual Payout | $187M | $179M | $173M | $182M | $196M | $197M | $255M | $360M | $341M | $336M | $291M | $146M |
Estado de resultados 12
| 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 | $830M | $779M | $929M | $771M | $817M | $669M | $839M | $807M | $708M | $785M | $826M | $543M | $662M | $562M | $732M | $746M | |
| Operating Expenses | $770M | $667M | $822M | $653M | $703M | $593M | $710M | $624M | $622M | $710M | $734M | $529M | $753M | $579M | $639M | $569M | |
| Operating Income | $38M | $90M | $85M | $95M | $93M | $55M | $107M | $161M | $64M | $55M | $72M | $-5M | $-110M | $-37M | $73M | $158M | |
| Interest Expense | · | · | · | · | · | · | · | · | $23M | $21M | · | $19M | $19M | $19M | $19M | $20M | |
| Interest Income | $7M | $8M | $10M | $8M | $9M | $12M | $14M | $15M | $13M | $11M | $7M | $12M | $11M | $13M | $15M | $8M | |
| Income Tax | $24M | $-11M | $31M | $21M | $32M | $-7M | $29M | $45M | $12M | $14M | $403.0K | $-12M | $10M | $-22M | $16M | $35M | |
| Net Income | $5M | $101M | $50M | $71M | $55M | $60M | $86M | $108M | $50M | $36M | $64M | $7M | $-124M | $-22M | $42M | $106M | |
| EPS (Basic) | $0.03 | $0.98 | $0.49 | $0.71 | $0.56 | $0.61 | $0.89 | $1.13 | $0.53 | $0.38 | $0.71 | $0.07 | $-1.41 | $-0.27 | $0.52 | $1.11 | |
| EPS (Diluted) | $0.03 | $0.91 | $0.44 | $0.65 | $0.52 | $0.56 | $0.82 | $1.02 | $0.49 | $0.35 | $0.72 | $0.06 | $-1.41 | $-0.27 | $0.48 | $1.06 | |
| Shares (Basic) | 101,357,540 | 99,460,256 | -193,423,043 | 98,112,393 | 97,534,319 | 95,255,423 | -184,634,953 | 93,627,476 | 92,886,364 | 91,260,465 | -176,753,421 | 89,425,900 | 88,729,654 | 87,591,852 | -198,818,952 | 93,275,631 | |
| Shares (Diluted) | 107,341,353 | 106,787,975 | -211,404,069 | 108,001,762 | 104,911,633 | 104,828,753 | -201,062,699 | 103,475,234 | 100,627,867 | 99,351,769 | -181,636,745 | 94,309,224 | 88,729,654 | 87,591,852 | -208,807,460 | 98,865,156 | |
| EBITDA | $38M | $97M | · | $95M | $93M | $63M | · | $161M | $64M | $64M | · | $-5M | $-110M | $-26M | · | $158M |
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 | $1.10B | $1.02B | $1.47B | $1.17B | $978M | $909M | $1.31B | $1.17B | $848M | $923M | $971M | $653M | $698M | $597M | $1.23B | $1.00B | |
| PP&E (Net) | $153M | $160M | $168M | $173M | $176M | $168M | $160M | $158M | $221M | $228M | · | $230M | $237M | $246M | · | $219M | |
| PP&E (Gross) | $444M | $451M | $454M | $501M | $536M | $513M | $493M | $491M | $645M | $647M | · | $635M | $641M | $648M | · | $589M | |
| Accum. Depreciation | $291M | $291M | $286M | $328M | $359M | $344M | $333M | $333M | $424M | $420M | · | $406M | $404M | $402M | · | $370M | |
| Goodwill | $435M | $395M | $395M | $395M | $395M | $394M | $394M | $395M | $394M | $394M | $395M | $394M | $395M | $394M | $377M | $376M | |
| Intangibles | $13M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $4.36B | $4.24B | $4.94B | $4.63B | $4.49B | $4.23B | $4.79B | $4.82B | $4.53B | $4.59B | · | $4.30B | $4.60B | $4.57B | · | $6.21B | |
| Deferred Tax | $11M | $1M | $1M | $959.0K | $644.0K | $1M | $1M | $2M | $4M | $2M | · | $5M | $7M | $5M | · | $9M | |
| Total Liabilities | $3.35B | $3.29B | $3.95B | $3.68B | $3.62B | $3.50B | $4.03B | $4.06B | $3.93B | $4.05B | · | $3.79B | $4.10B | $3.97B | · | $4.95B | |
| Long-term Debt | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.85B | $1.85B | $1.85B | · | $1.69B | $1.69B | $1.69B | · | $1.69B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $1.51B | $1.56B | $1.49B | $1.49B | $1.48B | $1.48B | $1.47B | $1.44B | $1.38B | $1.38B | · | $1.39B | $1.43B | $1.60B | · | $1.68B | |
| Treasury Stock | $509M | $509M | $684M | · | · | · | $838M | · | · | · | · | · | · | · | · | · | |
| AOCI | $-279M | $-277M | $-272M | $-273M | $-269M | $-307M | $-327M | $-272M | $-306M | $-304M | · | $-293M | $-282M | $-283M | · | $-334M | |
| Stockholders' Equity | $914M | $881M | $874M | $842M | $742M | $603M | $636M | $624M | $459M | $393M | · | $361M | $360M | $451M | · | $561M | |
| Liabilities + Equity | $4.36B | $4.24B | $4.94B | $4.63B | $4.49B | $4.23B | $4.79B | $4.82B | $4.53B | $4.59B | · | $4.30B | $4.60B | $4.57B | · | $6.21B |
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 | $7M | $8M | $9M | $8M | $9M | $8M | $9M | $9M | $9M | $9M | $11M | $11M | $11M | $11M | $10M | $11M | |
| Deferred Tax | $634.0K | $-15M | $24M | $15M | $8M | $-26M | $45M | $-20M | $-2M | $-13M | $20M | $14M | $-155M | $40M | $-13M | $12M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | $15.0K | $15.0K | $15.0K | · | $15.0K | |
| Restructuring | · | · | $0 | $0 | $0 | · | $-587.0K | $0 | $0 | $49M | $12M | $16M | $147M | $21M | · | · | |
| Other Non-cash | · | $-313M | · | · | · | $-260M | · | · | · | $-122M | · | · | · | $-441M | · | · | |
| Operating Cash Flow | $203M | $-219M | $400M | $287M | $50M | $-218M | $363M | $294M | $176M | $-90M | $342M | $33M | $201M | $-411M | $314M | $435M | |
| CapEx | $4M | $2M | $4M | $3M | $12M | $14M | $15M | $18M | $6M | $7M | $9M | $8M | $7M | $5M | $25M | $5M | |
| Investing Cash Flow | $-4M | $-48M | $-18M | $-15M | $-26M | $-23M | $34M | $209M | $-103M | $-7M | $-9M | $-7M | $-7M | $-15M | $-24M | $-13M | |
| Stock Repurchased | $50M | $2M | $50M | $1M | $4M | $36M | $16M | $3M | $19M | $22M | $0 | $3M | $172.0K | $99M | $80M | $237M | |
| Net Stock Activity | · | $-2M | · | · | · | $-36M | · | · | · | $-22M | · | · | · | $-99M | · | · | |
| Dividends Paid | $49M | $47M | $47M | $47M | $47M | $45M | $45M | $45M | $45M | $44M | $44M | $43M | $43M | $43M | $43M | $46M | |
| Financing Cash Flow | $-124M | $-153M | $-135M | $-97M | $-40M | $-192M | $-234M | $-112M | $-193M | $98M | $-150M | $-177M | $-172M | $-1.07B | $-781M | $-539M | |
| Net Change in Cash | $68M | $-436M | $248M | $175M | $41M | $-402M | $96M | $429M | $-120M | $-20M | $218M | $-173M | $24M | $-1.48B | $-323M | $-263M | |
| Taxes Paid | · | $14M | $19M | $17M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-221M | · | · | · | $-231M | · | · | · | $-97M | · | · | · | $-416M | · | · |
Rentabilidad 5
| 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 | 4.5% | 11.5% | · | 12.3% | 11.4% | 8.2% | · | 20.0% | 9.0% | 7.0% | · | -0.89% | -16.6% | -6.6% | · | 21.2% | |
| Net Margin | 0.58% | 13.0% | · | 9.2% | 6.8% | 9.0% | · | 13.4% | 7.0% | 4.5% | · | 1.3% | -18.7% | -4.0% | · | 14.2% | |
| EBITDA Margin | 4.5% | 12.5% | · | 12.3% | 11.4% | 9.4% | · | 20.0% | 9.0% | 8.1% | · | -0.89% | -16.6% | -4.6% | · | 21.2% | |
| ROA | 0.11% | 2.4% | · | 1.5% | 1.2% | 1.4% | · | 2.4% | 1.1% | 0.78% | · | 0.14% | -2.2% | -0.39% | · | 1.6% | |
| ROE | 0.58% | 13.6% | · | 9.7% | 9.2% | 12.1% | · | 21.9% | 12.2% | 8.5% | · | 1.6% | -23.1% | -3.4% | · | 14.7% |
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 | · | · | · | · | · | · | · | · | 2.8 | 2.6 | · | -0.3 | -5.7 | -1.9 | · | 8.0 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 5
| 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 | $3.20B | $3.04B | · | $3.06B | $3.00B | $2.97B | · | $2.84B | $2.70B | $2.55B | · | $2.51B | $2.63B | $2.69B | · | $2.86B | |
| Net Income TTM | $232M | $288M | · | $295M | $274M | $254M | · | $201M | $-31M | $-103M | · | $-33M | $55M | $293M | · | $422M | |
| P/E | 19.9 | 16.1 | · | 19.2 | 18.5 | 17.9 | · | 26.2 | -74.9 | -33.0 | · | -55.4 | 106.7 | 12.0 | · | 8.0 | |
| Earnings Yield | 5.0% | 6.2% | · | 5.2% | 5.4% | 5.6% | · | 3.8% | -1.3% | -3.0% | · | -1.8% | 0.94% | 8.3% | · | 12.5% | |
| Payout Ratio | · | 46.5% | · | · | · | 74.5% | · | · | · | 122.3% | · | · | · | -191.8% | · | · |
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 | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B |
| Margen Operativo % | 10.3% | 12.3% | -3.1% | 18.1% | 22.1% |
| Beneficio neto | $237M | $280M | $-75M | $358M | $528M |
| EPS Diluido | $2.17 | $2.68 | $-0.90 | $3.51 | $4.63 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $487M | $697M | $136M | $784M | $826M |
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
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Propietarios institucionales (13F) 373 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.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 70 (+19 vs trimestre anterior) | 51 (+10 vs trimestre anterior) | 109 (-19 vs trimestre anterior) | 101 (-2 vs trimestre anterior) | +24.8M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| FMR LLC | $358 787 851 | 8 554 789 | 14,72% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $257 344 469 | 6 136 015 | 10,56% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $210 593 490 | 5 021 304 | 8,64% | Acciones |
| STATE STREET CORP | $152 363 532 | 3 632 893 | 6,25% | Acciones |
| GOLDMAN SACHS GROUP INC | $121 399 985 | 2 894 611 | 4,98% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $95 093 030 | 2 266 785 | 3,90% | Acciones |
| Capital Research Global Investors | $94 039 588 | 2 242 241 | 3,86% | Acciones |
| Fisher Asset Management, LLC | $90 102 939 | 2 148 377 | 3,70% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $79 285 641 | 1 890 454 | 3,25% | Acciones |
| NORGES BANK | $73 706 111 | 1 757 418 | 3,02% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $64 673 870 | 1 542 057 | 2,65% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $57 161 116 | 1 362 926 | 2,34% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48 765 945 | 1 162 755 | 2,00% | Acciones |
| ROYCE & ASSOCIATES LP | $40 602 617 | 968 112 | 1,67% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $37 301 100 | 889 392 | 1,53% | Acciones |
| BANK OF NOVA SCOTIA | $33 756 331 | 804 872 | 1,38% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $29 743 974 | 709 203 | 1,22% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $29 240 568 | 697 200 | 1,20% | Acciones |
| Squarepoint Ops LLC | $23 246 713 | 554 285 | 0,95% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $22 908 299 | 546 216 | 0,94% | Acciones |
| FEDERATED HERMES, INC. | $20 434 720 | 487 237 | 0,84% | Acciones |
| AMERIPRISE FINANCIAL INC | $18 599 365 | 443 483 | 0,76% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $16 717 062 | 398 595 | 0,69% | Acciones |
| Public Sector Pension Investment Board | $16 092 630 | 383 706 | 0,66% | Acciones |
| Caisse de depot et placement du Quebec | $15 349 830 | 365 995 | 0,63% | Acciones |
| MetLife Investment Management, LLC | $13 696 094 | 326 564 | 0,56% | Acciones |
| GW HENSSLER & ASSOCIATES LTD | $12 541 930 | 295 243 | 0,51% | Acciones |
| FIRST TRUST ADVISORS LP | $12 437 139 | 296 546 | 0,51% | Acciones |
| Walleye Capital LLC | $12 194 139 | 290 752 | 0,50% | Acciones |
| Ranger Investment Management, L.P. | $11 343 512 | 270 470 | 0,47% | Acciones |
| ALGEBRIS (UK) LTD | $10 945 147 | 261 796 | 0,45% | Acciones |
| MUFG Securities EMEA plc | $10 665 342 | 254 300 | 0,44% | Acciones |
| MORGAN STANLEY | $10 345 222 | 246 667 | 0,42% | Acciones |
| Swedbank AB | $8 681 580 | 207 000 | 0,36% | Acciones |
| RHUMBLINE ADVISERS | $8 453 420 | 201 561 | 0,35% | Acciones |
| Buck Wealth Strategies, LLC | $8 442 010 | 201 288 | 0,35% | Acciones |
| BlackRock, Inc. | $8 113 712 | 193 460 | 0,33% | Acciones |
| Swiss National Bank | $7 901 496 | 188 400 | 0,32% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $7 764 604 | 185 136 | 0,32% | Acciones |
| TWO SIGMA ADVISERS, LP | $7 526 800 | 155 000 | 0,31% | Acciones |
| BANK OF AMERICA CORP /DE/ | $7 337 780 | 174 959 | 0,30% | Acciones |
| Legal & General Group Plc | $7 102 581 | 169 351 | 0,29% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $6 868 009 | 163 758 | 0,28% | Acciones |
| California Public Employees Retirement System | $6 835 423 | 162 981 | 0,28% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6 409 942 | 152 836 | 0,26% | Acciones |
| TD Asset Management Inc | $6 404 154 | 152 698 | 0,26% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6 311 970 | 150 500 | 0,26% | Acciones |
| Purpose Unlimited Inc. | $6 019 606 | 143 529 | 0,25% | Acciones |
| LEVIN CAPITAL STRATEGIES, L.P. | $5 809 822 | 138 527 | 0,24% | Acciones |
| Schonfeld Strategic Advisors LLC | $5 683 079 | 135 505 | 0,23% | Acciones |
| Prana Capital Management, LP | $5 460 127 | 130 189 | 0,22% | Acciones |
| Capricorn Fund Managers Ltd | $5 112 486 | 121 900 | 0,21% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 856 652 | 115 800 | 0,20% | Opción de compra |
| JANE STREET GROUP, LLC | $4 839 876 | 115 400 | 0,20% | Opción de compra |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 766 638 | 112 209 | 0,20% | Acciones |
| CAMBIAR INVESTORS LLC | $4 662 847 | 111 179 | 0,19% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4 610 255 | 109 925 | 0,19% | Acciones |
| PRUDENTIAL FINANCIAL INC | $4 216 564 | 100 538 | 0,17% | Acciones |
| Focus Partners Wealth | $4 111 008 | 98 021 | 0,17% | Acciones |
| STIFEL FINANCIAL CORP | $4 098 047 | 97 712 | 0,17% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $4 019 781 | 95 846 | 0,16% | Acciones |
| Engineers Gate Manager LP | $4 005 647 | 95 509 | 0,16% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 736 869 | 89 100 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 627 894 | 86 502 | 0,15% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 491 421 | 83 248 | 0,14% | Acciones |
| Brevan Howard Capital Management LP | $3 478 504 | 82 940 | 0,14% | Acciones |
| ALPS ADVISORS INC | $3 476 952 | 82 903 | 0,14% | Acciones |
| CREDIT AGRICOLE S A | $3 251 063 | 77 517 | 0,13% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $2 784 222 | 66 385 | 0,11% | Acciones |
| NATIONAL BANK OF CANADA /FI/ | $2 644 725 | 63 090 | 0,11% | Acciones |
| ICON ADVISERS INC/CO | $2 596 002 | 61 898 | 0,11% | Acciones |
| Illinois Municipal Retirement Fund | $2 554 272 | 60 903 | 0,10% | Acciones |
| Jackson Hole Capital Partners, LLC | $2 435 855 | 57 341 | 0,10% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 260 985 | 53 910 | 0,09% | Acciones |
| Russell Investments Group, Ltd. | $2 230 983 | 53 194 | 0,09% | Acciones |
| Callahan Advisors, LLC | $2 199 411 | 52 442 | 0,09% | Acciones |
| Lido Advisors, LLC | $2 191 978 | 52 264 | 0,09% | Acciones |
| VANGUARD GROUP INC | $2 173 886 | 44 767 | 0,09% | Acciones |
| Edgestream Partners, L.P. | $2 103 417 | 50 153 | 0,09% | Acciones |
| Louisiana State Employees Retirement System | $2 050 866 | 48 900 | 0,08% | Acciones |
| Paulson Wealth Management Inc. | $2 045 078 | 48 762 | 0,08% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 988 291 | 47 408 | 0,08% | Acciones |
| Vident Advisory, LLC | $1 962 834 | 46 801 | 0,08% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1 941 803 | 45 711 | 0,08% | Acciones |
| Wilmington Savings Fund Society, FSB | $1 932 805 | 46 085 | 0,08% | Acciones |
| Walleye Trading LLC | $1 836 972 | 43 800 | 0,08% | Opción de compra |
| Police & Firemen's Retirement System of New Jersey | $1 804 468 | 43 025 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $1 796 793 | 42 842 | 0,07% | Acciones |
| Moran Wealth Management, LLC | $1 777 711 | 42 387 | 0,07% | Acciones |
| LPL Financial LLC | $1 746 876 | 41 652 | 0,07% | Acciones |
| ExodusPoint Capital Management, LP | $1 726 670 | 41 170 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 722 900 | 40 515 | 0,07% | Acciones |
| Entropy Technologies, LP | $1 663 215 | 39 657 | 0,07% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 641 767 | 38 648 | 0,07% | Acciones |
| Robertson Stephens Wealth Management, LLC | $1 629 186 | 38 846 | 0,07% | Acciones |
| Aureus Asset Management, LLC | $1 611 293 | 38 419 | 0,07% | Acciones |
| Invesco Ltd. | $1 601 353 | 38 182 | 0,07% | Acciones |
| NORTHERN TRUST CORP | $1 561 007 | 37 220 | 0,06% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 476 288 | 35 200 | 0,06% | Opción de venta |
| CITADEL ADVISORS LLC | $1 472 094 | 35 100 | 0,06% | Opción de compra |
Informantes de la empresa 47 insiders · 13 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christopher Hogbin | CEO Asset Management | 14 de agosto de 2026 A | — | 0 | 0 | $0 |
| Peter Richard Orszag | Chief Executive Officer | 17 de mayo de 2024 A | 101 522 | 0 | 0 | $0 |
| Evan L Russo | CEO of Asset Management | 11 de marzo de 2024 M | 227 448 | 0 | 0 | $0 |
| Ashish Bhutani | CEO of Lazard Asset Management | 1 de marzo de 2022 M | 834 911 | 0 | 0 | $0 |
| Tracy Farr | Chief Financial Officer | 14 de agosto de 2026 A | — | 0 | 0 | $0 |
| Mary Ann Betsch | Chief Financial Officer | 22 de febrero de 2024 A | — | 0 | 0 | $0 |
| Matthieu Bucaille | Chief Financial Officer | 18 de agosto de 2017 M | 123 310 | 0 | 0 | $0 |
| Alexander F. Stern | President | 29 de noviembre de 2022 S | 50 258 | 0 | 0 | $0 |
| Alexandra Soto | Chief Operating Officer | 14 de agosto de 2026 A | 141 128 | 0 | 0 | $0 |
| Michael Gathy | Chief Accounting Officer | 14 de agosto de 2026 A | 0 | 0 | 0 | $0 |
| Christian A. Weideman | General Counsel | 22 de febrero de 2024 A | — | 0 | 0 | $0 |
| Dominick Ragone | Chief Accounting Officer | 19 de mayo de 2023 A | 7 472 | 0 | 0 | $0 |
| Scott D Hoffman | CAO and General Counsel | 8 de marzo de 2023 M | 151 285 | 0 | 0 | $0 |
| Kathy Elsesser | Consejero | 23 de julio de 2026 A | — | 0 | 0 | $0 |
| Dmitry Shevelenko | Consejero | 1 de junio de 2026 A | — | 0 | 0 | $0 |
| Peter Harrison | Consejero | 1 de junio de 2026 A | — | 0 | 0 | $0 |
| Stephen R. Howe Jr. | Consejero | 1 de junio de 2026 A | — | 0 | 0 | $0 |
| Ann-Kristin Achleitner | Consejero | 1 de junio de 2026 A | — | 0 | 0 | $0 |
| Michelle Jarrard | Consejero | 1 de junio de 2026 A | — | 0 | 0 | $0 |
| Iris Knobloch | Consejero | 1 de junio de 2026 A | — | 0 | 0 | $0 |
| Andrew M Alper | Consejero | 1 de junio de 2026 A | — | 0 | 0 | $0 |
| Daniel H Schulman | Consejero | 1 de junio de 2026 A | — | 0 | 0 | $0 |
| Jane L Mendillo | Consejero | 15 de mayo de 2024 A | 1 400 | 0 | 0 | $0 |
| Richard D Parsons | Consejero | 15 de mayo de 2024 A | — | 0 | 0 | $0 |
| Kenneth M Jacobs | Consejero | 11 de marzo de 2024 M | 2 143 722 | 0 | 0 | $0 |
| Richard N Haass | Consejero | 15 de agosto de 2023 A | — | 0 | 0 | $0 |
| William M Lewis Jr | Consejero | 8 de marzo de 2023 M | 139 884 | 0 | 0 | $0 |
| Philip A Laskawy | Consejero | 1 de junio de 2022 A | 3 000 | 0 | 0 | $0 |
| Robert C Clark | Consejero | 1 de septiembre de 2005 A | — | 0 | 0 | $0 |
| LAZ-MD Holdings LLC | Propietario del 10% | 6 de diciembre de 2006 C | — | 0 | 0 | $0 |
| Sylvia Jay | — | 29 de abril de 2021 M | 62 128 | 0 | 0 | $0 |
| Steven Heyer | — | 29 de abril de 2021 M | 123 528 | 0 | 0 | $0 |
| Michael J Turner | — | 30 de mayo de 2017 M | 43 464 | 0 | 0 | $0 |
| Laurent Mignon | — | 20 de abril de 2016 M | 44 383 | 0 | 0 | $0 |
| Hal S Scott | — | 20 de abril de 2016 M | 40 376 | 0 | 0 | $0 |
| Gary Parr | — | 31 de agosto de 2012 M | 1 020 502 | 0 | 0 | $0 |
| Richard Hittner | — | 24 de agosto de 2012 A | 3 147 | 0 | 0 | $0 |
| Vernon E Jordan JR | — | 10 de febrero de 2012 F | 106 145 | 0 | 0 | $0 |
| Michael J Castellano | — | 10 de febrero de 2011 F | 52 139 | 0 | 0 | $0 |
| Ronald J Doerfler | — | 1 de junio de 2010 A | — | 0 | 0 | $0 |
| Charles Ward | — | 28 de mayo de 2010 A | 12 953 | 0 | 0 | $0 |
| Ellis Jones | — | 12 de febrero de 2010 A | — | 0 | 0 | $0 |
| Steven J Golub | — | 11 de febrero de 2010 A | 0 | 0 | 0 | $0 |
| Bruce Jay Wasserstein | — | 28 de agosto de 2009 A | 26 942 | 0 | 0 | $0 |
| Dominique Ferrero | — | 15 de mayo de 2009 A | — | 0 | 0 | $0 |
| Anthony Orsatelli | — | 1 de junio de 2007 A | — | 0 | 0 | $0 |
| John K Shank | — | 14 de marzo de 2006 A | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 6 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 |
|---|---|---|---|---|---|
| The Estate of Bruce Wasserstein, Deceased, The Cranberry Dune 1998 Long–Term Trust, a trust for the descendants of Bruce Wasserstein, Bruce Wasserstein 2005 Trust, Wasserstein Family Trust L.L.C. ×4 presentaciones | 19 de marzo de 2010 | — | Presentación inicial | — | SEC |
| The Estate of Bruce Wasserstein, Deceased (2), The Cranberry Dune 1998 Long–Term Trust, a trust for the descendants of Bruce Wasserstein (2), Bruce Wasserstein 2005 Trust (2) | 5 de marzo de 2010 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 15 de diciembre de 2006 | — | Presentación inicial | — | SEC |
| 24 de mayo de 2005 | — | Presentación inicial | — | SEC | |
| LAZ-MD Holdings LLC | 20 de mayo de 2005 | — | Presentación inicial | Inversión pasiva | SEC |
| Bruce Wasserstein, Ellis Jones, solely as trustee of certain trusts for the descendants of Bruce Wasserstein, Pamela Wasserstein, solely as trustee of a trust for the descendants of Bruce Wasserstein, Ben Wasserstein, solely as trustee of a trust for the descendants of Bruce Wasserstein | 20 de mayo de 2005 | — | 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 84 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 |
|---|---|---|---|---|
| JMID · Janus Detroit Street Trust | 1,35% | 5 071 NS | 30 de abril de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1,08% | 6 608 SH | 8 de agosto de 2026 | Diario |
| FDIV · EA Series Trust | 1,01% | 15 130 NS | 30 de abril de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,92% | 186 787 NS | 30 de abril de 2026 | N-PORT |
| FFND · Northern Lights Fund Trust II | 0,80% | 17 339 NS | 31 de mayo de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,45% | 120 224 NS | 30 de abril de 2026 | N-PORT |
| DVY · iShares Trust | 0,44% | 2 371 355 SH | 8 de agosto de 2026 | Diario |
| IAI · iShares Trust | 0,43% | 135 642 SH | 8 de agosto de 2026 | Diario |
| OUSM · ALPS ETF Trust | 0,42% | 78 091 NS | 31 de mayo de 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,34% | 75 030 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,31% | 144 565 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,25% | 390 580 SH | 8 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,22% | 103 892 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,20% | 3 353 NS | 30 de abril de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,20% | 51 848 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,17% | 332 861 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,17% | 4 443 975 SH | 8 de agosto de 2026 | Diario |
| IJT · iShares Trust | 0,14% | 268 532 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,14% | 80 148 NS | 31 de mayo de 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 79 196 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,12% | 340 603 NS | 30 de abril de 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,12% | 3 421 000 | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,11% | 542 543 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 1 626 813 SH | 8 de agosto de 2026 | Diario |
| SCHM · SCHWAB STRATEGIC TRUST | 0,10% | 304 938 NS | 31 de mayo de 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,10% | 4 336 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 38 332 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,08% | 21 366 NS | 30 de abril de 2026 | N-PORT |
| VCSH · VANGUARD SCOTTSDALE FUNDS | 0,07% | 33 197 000 PA | 8 de agosto de 2026 | Diario |
| SCAP · Series Portfolios Trust | 0,07% | 296 NS | 31 de mayo de 2026 | N-PORT |
| IYG · iShares Trust | 0,06% | 32 168 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,06% | 4 197 SH | 8 de agosto de 2026 | Diario |
| DEUS · DBX ETF Trust | 0,06% | 3 615 NS | 29 de mayo de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 11 821 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,06% | 2 562 895 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,06% | 54 691 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,06% | 25 422 NS | 30 de abril de 2026 | N-PORT |
| IYF · iShares Trust | 0,05% | 53 224 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 1 280 719 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,05% | 153 169 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,05% | 40 927 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 5 724 SH | 8 de agosto de 2026 | Diario |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,03% | 3 278 NS | 31 de mayo de 2026 | N-PORT |
| IWS · iShares Trust | 0,03% | 106 065 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,03% | 2 344 NS | 30 de abril de 2026 | N-PORT |
| IWR · iShares Trust | 0,03% | 370 698 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,03% | 6 319 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,03% | 10 843 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 217 074 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 3 659 NS | 31 de mayo de 2026 | N-PORT |