LGIH LGI Homes, Inc. - Common Stock
$59,94
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$34–$70
73% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$93
+55% upside
P/E (TTM)
19.2
ROE
3.5%
Margen de Beneficio Neto
4.2%
Acerca de LGI Homes, Inc. - Common Stock Descripción general de la empresa de Wikipedia
LGI Homes is a Texas-based builder of new construction homes and housing developments, with its development projects mostly focused in the southwestern region of the United States. According to Builder Magazine, LGI Homes is the tenth largest home builder in the United States. 2013, the company announced the pricing of its initial public offering: 9,000,000 shares at $11 per share. 2019, LGI Homes closed 7,690 homes, which was an 18.1% increase over 2018. Home sales revenue in 2019 was $1.8 billion, a 22.2% increase over 2018.
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LGI Homes is a Texas-based builder of new construction homes and housing developments, with its development projects mostly focused in the southwestern region of the United States. According to Builder Magazine, LGI Homes is the tenth largest home builder in the United States. 2013, the company announced the pricing of its initial public offering: 9,000,000 shares at $11 per share. 2019, LGI Homes closed 7,690 homes, which was an 18.1% increase over 2018. Home sales revenue in 2019 was $1.8 billion, a 22.2% increase over 2018.
## History
LGI Homes was founded in 2003 in The Woodlands, Texas by Thomas Lipar and began building in the Houston area. LGI Homes focuses on entry-level housing in the vicinity of major metropolitan areas. Its primary customer is the first-time homebuyer. The company saw sales trend upward from 2006 to 2008, when it was the only builder in the Builder Magazine Top-200 builders to generate unit sales and see revenue growth across that period. The company's growth slowed in 2009, when LGI Homes experienced a 9% drop in home sales, year-over-year.
In 2013, the company announced that they would be expanding to the southeast, and that plans to develop new home communities in Florida and Georgia were in place. LGI Homes began publicly trading shares of their company on 7 November 2013. The share price of the initial 9 million shares rose from $11 per share to $12.26 by market closing, an increase of 11%. The company planned to use the $90 million they raised to grow their company particularly in Texas.
In October 2014, the company purchased Oakmont Home Builders and expanded into North Carolina, South Carolina.
In 2015, they expanded into Colorado, and in 2018 LGI Homes acquired the assets of Wynn Homes. This acquisition earned the homebuilder over 200 under-construction homes and approximately 4,000 lots.
As of 25 February 2020, LGI Homes has operations in 31 markets in 18 states.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
LGIH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$59.94
Capitalización Bursátil
$1.39B
P/E (TTM)
19.2
BPA (TTM)
$3.12
Ingresos (TTM)
$1.71B
Rendimiento div.
—
ROE
3.5%
Deuda/Capital
—
Rango 52S
$34 – $70
LGIH 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
$1.71B
2016-12-31
→
2025-12-31
BPA
$3.12
2016-12-31
→
2025-12-31
Flujo de caja libre
$-141M
2024-12-31
→
2025-12-31
Márgenes
4.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
LGIH
Mediana de Pares
P/E (TTM)
19.2
14.0
P/S (TTM) (P/V (TTM))
0.8
0.6
P/B (P/C)
0.7
0.9
Price / FCF (Precio / FCF)
-9.8
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
LGIH
Mediana de Pares
Operating Margin (Margen Operativo)
4.7%
—
Net Profit Margin (Margen de Beneficio Neto)
4.2%
3.4%
ROA
1.9%
3.1%
ROE
3.5%
8.8%
ROIC
2.8%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
LGIH
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
LGIH
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-22.6%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-9.6%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
-6.3%
—
EPS YoY (EPS interanual)
-62.4%
—
Net Income YoY (Beneficio Neto interanual)
-63.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
LGIH
Mediana de Pares
LGIH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 2 22,2%
- Compra 5 55,6%
- Mantener 2 22,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
1 analistas · 2026-08-18
Mín
$93.00
Máx
$93.00
Objetivo mediano
$93.00
+55,2%
Objetivo medio
$93.00
+55,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.16 | $1.00 | 0.16% |
| 31 de marzo de 2026 | $0.24 | $0.02 | 0.22% |
| 31 de diciembre de 2025 | $0.97 | $0.98 | -0.01% |
| 30 de septiembre de 2025 | $0.85 | $0.95 | -0.10% |
| 30 de junio de 2025 | $1.36 | $1.41 | -0.05% |
| 31 de marzo de 2025 | $0.54 | $0.64 | -0.10% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| LGIH | $994M | 13.8 | -22.6% | 4.2% | 3.5% | — |
| MHO | — | 8.7 | -1.9% | 9.1% | 13.2% | — |
| KBH | — | 10.5 | -10.0% | 6.9% | 10.9% | — |
| GRBK | — | 8.9 | -1.0% | 15.3% | — | 31.4% |
| CCS | $1.72B | 12.2 | -6.4% | 3.6% | 5.7% | — |
| DFH | — | 8.0 | -2.9% | — | — | — |
| BZH | $731M | 16.2 | 1.8% | 1.9% | 3.7% | 14.2% |
| HOV | — | — | — | — | — | — |
| SDHC | — | 14.1 | -0.45% | 1.1% | 13.3% | 21.9% |
| LEGH | $465M | 11.2 | -10.7% | 25.4% | 8.0% | — |
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 | $1.71B | $2.20B | $2.36B | $2.30B | $3.05B | $2.37B | $1.84B | $1.50B | $1.26B | $838M | $630M | $383M | |
| Cost of Revenue | $1.35B | $1.67B | $1.82B | $1.66B | $2.23B | $1.76B | $1.40B | $1.12B | $938M | $617M | $463M | $280M | |
| SG&A Expense | $112M | $121M | $117M | $112M | $100M | $90M | $77M | $70M | $56M | $43M | $34M | $24M | |
| Operating Income | $80M | $212M | $233M | $390M | $548M | $365M | $228M | $200M | $170M | $111M | $80M | $42M | |
| Interest Expense | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Pretax Income | $98M | $259M | $262M | $418M | $543M | $368M | $232M | $199M | $171M | $114M | $80M | $43M | |
| Income Tax | $26M | $63M | $63M | $92M | $113M | $44M | $53M | $44M | $58M | $39M | $27M | $15M | |
| Net Income | $73M | $196M | $199M | $327M | $430M | $324M | $179M | $155M | $113M | $75M | $53M | $28M | |
| EPS (Basic) | $3.13 | $8.33 | $8.48 | $13.90 | $17.46 | $12.89 | $7.70 | $6.89 | $5.24 | $3.61 | $2.65 | $1.37 | |
| EPS (Diluted) | $3.12 | $8.30 | $8.42 | $13.76 | $17.25 | $12.76 | $7.02 | $6.24 | $4.73 | $3.41 | $2.44 | $1.33 | |
| Shares (Basic) | 23,188,965 | 23,529,724 | 23,507,136 | 23,486,465 | 24,607,231 | 25,135,077 | 23,191,595 | 22,551,762 | 21,604,932 | 20,798,333 | 19,939,761 | 20,666,758 | |
| Shares (Diluted) | 23,254,595 | 23,610,457 | 23,648,548 | 23,730,770 | 24,908,991 | 25,380,560 | 25,430,841 | 24,892,274 | 23,933,122 | 22,024,091 | 21,740,719 | 21,202,967 | |
| EBITDA | $84M | $215M | $236M | $392M | $549M | $365M | $228M | $201M | $171M | $113M | $81M | $43M |
Balance general 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | $53M | $49M | $32M | $51M | $36M | $38M | $47M | $68M | $50M | $38M | $31M | |
| PP&E (Net) | $107M | $57M | $46M | $33M | $17M | $4M | $2M | $1M | $2M | $2M | $2M | $2M | |
| PP&E (Gross) | $118M | $64M | $51M | $36M | $19M | $8M | $6M | $5M | $5M | $4M | $4M | $3M | |
| Accum. Depreciation | $11M | $7M | $6M | $3M | $2M | $5M | $4M | $3M | $3M | $2M | $2M | $967.0K | |
| Goodwill | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | · | · | |
| Total Assets | $3.93B | $3.76B | $3.41B | $3.12B | $2.35B | $1.83B | $1.67B | $1.40B | $1.08B | $815M | $619M | $438M | |
| Total Liabilities | $1.83B | $1.72B | $1.55B | $1.48B | $956M | $687M | $821M | $740M | $590M | $459M | $371M | $256M | |
| Long-term Debt | $1.66B | $1.48B | $1.25B | $1.12B | $805M | $538M | $691M | $654M | $475M | $400M | $305M | $216M | |
| Common Stock | $277.0K | $276.0K | $275.0K | $272.0K | $269.0K | $267.0K | $264.0K | $237.0K | $228.0K | $223.0K | $213.0K | $208.0K | |
| Paid-in Capital | $347M | $337M | $321M | $307M | $292M | $271M | $253M | $242M | $230M | $208M | $176M | $164M | |
| Retained Earnings | $2.16B | $2.09B | $1.89B | $1.69B | $1.36B | $934M | $610M | $432M | $276M | $163M | $88M | $35M | |
| Treasury Stock | $410M | $386M | $355M | $355M | $260M | $66M | $18M | $18M | $17M | $17M | $17M | $17M | |
| Stockholders' Equity | $2.10B | $2.04B | $1.86B | $1.64B | $1.40B | $1.14B | $845M | $656M | $490M | $355M | $247M | $182M | |
| Liabilities + Equity | $3.93B | $3.76B | $3.41B | $3.12B | $2.35B | $1.83B | $1.67B | $1.40B | $1.08B | $815M | $619M | $438M | |
| Shares Outstanding | 23,133,086 | 23,397,074 | 23,581,648 | 23,305,806 | 23,917,359 | 24,983,561 | 25,359,409 | 22,707,385 | 21,845,580 | 21,311,310 | 20,270,389 | 19,849,044 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $3M | $2M | $2M | $1M | $710.0K | $643.0K | $711.0K | $791.0K | $1M | $883.0K | $825.0K | |
| Stock-based Comp | $6M | $10M | $9M | $9M | $14M | $14M | $8M | $6M | $4M | $3M | $2M | $862.0K | |
| Deferred Tax | $-633.0K | $-1M | $-2M | $12.0K | $788.0K | $-2M | $-2M | $-724.0K | $-2M | $-3M | $41.0K | $-4.0K | |
| Other Non-cash | $-222M | $-352M | $-266M | $-708M | $-423M | $-134M | $-227M | $-278M | $-185M | $-185M | · | $-203M | |
| Operating Cash Flow | $-140M | $-144M | $-57M | $-370M | $22M | $202M | $-42M | $-117M | $-68M | $-108M | $-89M | $-173M | |
| CapEx | $924.0K | $2M | $1M | $1M | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $28M | $16M | $-14M | $-6M | $-70M | $-6M | $-2M | $-75M | $-518.0K | $-722.0K | $-1M | $-16M | |
| Stock Issued | $4M | $5M | $5M | $6M | $7M | $4M | $3M | $3M | $17M | $29M | $10M | $0 | |
| Stock Repurchased | $24M | $31M | $0 | $95M | $194M | $48M | $0 | $2M | $0 | $0 | $0 | $17M | |
| Net Stock Activity | $-20M | $-26M | $5M | $-89M | $-187M | $-44M | $3M | $1M | $17M | $29M | $0 | $-17M | |
| Financing Cash Flow | $120M | $132M | $88M | $358M | $63M | $-199M | $35M | $171M | $87M | $121M | $96M | $167M | |
| Net Change in Cash | $8M | $4M | $17M | $-19M | $15M | $-2M | $-8M | $-21M | $18M | $12M | $6M | $-23M | |
| Taxes Paid | $62M | $35M | $96M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $-141M | $-146M | · | · | · | · | · | · | · | · | · | · | |
| Levered FCF | $-141M | $-146M | · | · | · | · | · | · | · | · | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.7% | 9.6% | 9.9% | 16.9% | 18.0% | 15.4% | 12.4% | 13.3% | 13.5% | 13.3% | 12.6% | 11.1% | |
| Net Margin | 4.2% | 8.9% | 8.5% | 14.2% | 14.1% | 13.7% | 9.7% | 10.3% | 9.0% | 8.9% | · | 7.4% | |
| Pretax Margin | 5.8% | 11.8% | 11.1% | 18.1% | 17.8% | 15.5% | 12.6% | 13.2% | 13.6% | 13.6% | 12.7% | 11.2% | |
| EBITDA Margin | 4.9% | 9.8% | 10.0% | 17.0% | 18.0% | 15.4% | 12.4% | 13.4% | 13.6% | 13.4% | 12.8% | 11.3% | |
| ROA | 1.9% | 5.5% | 6.1% | 11.9% | 20.6% | 18.6% | 11.7% | 12.6% | 12.0% | 10.5% | · | 8.6% | |
| ROE | 3.5% | 9.7% | 10.9% | 20.1% | 31.5% | 30.1% | 22.0% | 24.5% | 26.8% | 24.9% | · | 16.3% | |
| ROIC | 2.8% | 7.9% | 9.6% | 18.6% | 31.1% | 28.2% | 20.7% | 23.8% | 22.9% | 20.7% | 21.2% | 15.2% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.6 | 0.7 | 0.8 | 1.5 | 1.4 | 1.2 | 1.2 | 1.3 | 1.2 | 1.2 | 1.2 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -22.6% | -6.6% | 2.4% | -24.4% | 28.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -9.6% | -10.3% | -0.13% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -6.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -62.4% | -1.4% | -38.8% | -20.2% | 35.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -39.0% | -21.6% | -12.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -24.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -63.0% | -1.6% | -39.0% | -24.0% | 32.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -39.4% | -23.0% | -15.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -25.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.71B | $2.20B | $2.36B | $2.30B | $3.05B | $2.37B | $1.84B | $1.50B | $1.26B | $838M | $630M | $383M | |
| Net Income TTM | $73M | $196M | $199M | $327M | $430M | $324M | $179M | $155M | $113M | $75M | $53M | $28M | |
| Market Cap | $994M | $2.09B | $3.14B | $2.16B | $3.69B | $2.64B | $1.79B | $1.03B | $1.64B | $612M | $493M | $296M | |
| P/E | 13.8 | 10.8 | 15.8 | 6.7 | 9.0 | 8.3 | 10.1 | 7.2 | 15.9 | 8.4 | 10.0 | 11.2 | |
| P/S | 0.6 | 0.9 | 1.3 | 0.9 | 1.2 | 1.1 | 1.0 | 0.7 | 1.3 | 0.7 | 0.8 | 0.8 | |
| P/B | 0.5 | 1.0 | 1.7 | 1.3 | 2.6 | 2.3 | 2.1 | 1.6 | 3.3 | 1.7 | 2.0 | 1.6 | |
| P / Tangible Book | 0.5 | 1.0 | 1.7 | 1.3 | 2.7 | 2.3 | · | · | · | · | · | · | |
| P / Cash Flow | -7.1 | -14.6 | -55.1 | -5.8 | 170.3 | 13.1 | -42.7 | -8.8 | -23.9 | -5.7 | -5.5 | -1.7 | |
| P / FCF | -7.1 | -14.4 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 7.3% | 9.3% | 6.3% | 14.9% | 11.2% | 12.0% | 9.9% | 13.8% | 6.3% | 11.9% | 10.0% | 8.9% |
Estado de resultados 13
| 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 | $516M | $320M | · | $397M | $488M | $351M | $557M | $652M | $602M | $391M | $608M | $618M | $645M | $487M | $488M | $547M | |
| Cost of Revenue | $414M | $260M | $390M | $312M | $379M | $278M | $430M | $488M | $452M | $299M | $466M | $459M | $503M | $389M | $387M | $391M | |
| SG&A Expense | $29M | $28M | $23M | $28M | $29M | $31M | $31M | $28M | $30M | $32M | $33M | $27M | $28M | $30M | $27M | $27M | |
| Operating Income | · | $-582.0K | $19M | $21M | $40M | $169.0K | $46M | $80M | $68M | $19M | $60M | $82M | $65M | $26M | $41M | $95M | |
| Interest Expense | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Pretax Income | $37M | $4M | $24M | $27M | $42M | $6M | $67M | $92M | $77M | $23M | $69M | $89M | $71M | $32M | $47M | $109M | |
| Income Tax | $10M | $2M | $7M | $7M | $11M | $2M | $16M | $22M | $18M | $6M | $16M | $22M | $18M | $5M | $13M | $18M | |
| Net Income | $27M | $2M | $17M | $20M | $32M | $4M | $51M | $70M | $59M | $17M | $52M | $67M | $53M | $27M | $34M | $90M | |
| EPS (Basic) | $1.16 | $0.09 | $0.75 | $0.85 | $1.36 | $0.17 | $2.16 | $2.96 | $2.49 | $0.72 | $2.22 | $2.85 | $2.26 | $1.15 | $1.48 | $3.88 | |
| EPS (Diluted) | $1.16 | $0.09 | $0.74 | $0.85 | $1.36 | $0.17 | $2.15 | $2.95 | $2.48 | $0.72 | $2.19 | $2.84 | $2.25 | $1.14 | $1.46 | $3.85 | |
| Shares (Basic) | 23,201,571 | 23,149,912 | -46,485,974 | 23,056,904 | 23,221,565 | 23,396,470 | -47,092,579 | 23,500,349 | 23,543,378 | 23,578,576 | -46,953,316 | 23,546,061 | 23,533,097 | 23,381,294 | -47,176,399 | 23,272,811 | |
| Shares (Diluted) | 23,279,553 | 23,219,224 | -46,626,218 | 23,149,005 | 23,265,062 | 23,466,746 | -47,247,799 | 23,579,592 | 23,603,311 | 23,675,353 | -47,230,809 | 23,640,686 | 23,608,892 | 23,629,779 | -47,697,729 | 23,488,325 | |
| EBITDA | · | $608.0K | · | $21M | $40M | $1M | · | $80M | $68M | $19M | · | $82M | $65M | $27M | · | $95M |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $150M | $125M | $107M | $102M | $94M | $67M | $57M | $62M | $56M | $50M | · | $42M | $38M | $35M | · | $26M | |
| PP&E (Gross) | · | · | $118M | · | · | · | $64M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $11M | · | · | · | $7M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | · | $12M | $12M | $12M | · | $12M | |
| Total Assets | $3.92B | $4.01B | $3.93B | $4.04B | $4.01B | $3.89B | $3.76B | $3.83B | $3.70B | $3.52B | · | $3.34B | $3.14B | $3.10B | · | $3.11B | |
| Total Liabilities | $1.79B | $1.91B | $1.83B | $1.96B | $1.95B | $1.85B | $1.72B | $1.83B | $1.78B | $1.65B | · | $1.53B | $1.41B | $1.43B | · | $1.51B | |
| Long-term Debt | · | · | $1.66B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $279.0K | $278.0K | $277.0K | $277.0K | $277.0K | $277.0K | $276.0K | $276.0K | $276.0K | $276.0K | · | $275.0K | $275.0K | $275.0K | · | $272.0K | |
| Paid-in Capital | $354M | $351M | $347M | $348M | $345M | $342M | $337M | $335M | $331M | $327M | · | $320M | $315M | $312M | · | $305M | |
| Retained Earnings | $2.19B | $2.16B | $2.16B | $2.14B | $2.12B | $2.09B | $2.09B | $2.03B | $1.97B | $1.91B | · | $1.84B | $1.77B | $1.72B | · | $1.66B | |
| Treasury Stock | $410M | $410M | $410M | $410M | $410M | $389M | $386M | $373M | $373M | $365M | · | $355M | $355M | $355M | · | $355M | |
| Stockholders' Equity | $2.13B | $2.10B | $2.10B | $2.08B | $2.06B | $2.04B | $2.04B | $2.00B | $1.92B | $1.87B | $1.86B | $1.80B | $1.73B | $1.67B | $1.64B | $1.61B | |
| Liabilities + Equity | $3.92B | $4.01B | $3.93B | $4.04B | $4.01B | $3.89B | $3.76B | $3.83B | $3.70B | $3.52B | · | $3.34B | $3.14B | $3.10B | · | $3.11B | |
| Shares Outstanding | 23,248,272 | 23,232,279 | 23,133,086 | 23,079,100 | 23,056,635 | 23,404,502 | 23,397,074 | 23,513,488 | 23,500,280 | 23,567,441 | · | 23,563,868 | 23,546,041 | 23,532,734 | · | 23,290,286 |
Flujo de Efectivo 13
| 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 | $1M | $1M | $1M | $1M | $1M | $861.0K | $828.0K | $830.0K | $777.0K | $673.0K | $628.0K | $793.0K | $505.0K | $482.0K | $442.0K | $404.0K | |
| Stock-based Comp | $2M | $3M | $-1M | $2M | $3M | $3M | $2M | $2M | $3M | $4M | $340.0K | $3M | $2M | $3M | $557.0K | $2M | |
| Other Non-cash | · | $-62M | · | · | · | $-135M | · | · | · | $-121M | · | · | · | $47M | · | · | |
| Operating Cash Flow | $115M | $-56M | $87M | $-13M | $-86M | $-127M | $57M | $-18M | $-83M | $-99M | $-34M | $-116M | $15M | $78M | $-11M | $-96M | |
| CapEx | $816.0K | $696.0K | $0 | $39.0K | $54.0K | $831.0K | $607.0K | $64.0K | $280.0K | $1M | $595.0K | $577.0K | $195.0K | $76.0K | · | · | |
| Investing Cash Flow | $19M | $6M | $14M | $12M | $2M | $-245.0K | $22M | $-4M | $-5M | $2M | $-6M | $-754.0K | $-2M | $-5M | $-4M | $349.0K | |
| Stock Issued | $954.0K | $1M | $651.0K | $918.0K | $848.0K | $1M | $813.0K | $1M | $1M | $2M | $927.0K | $1M | $1M | $2M | $759.0K | $1M | |
| Stock Repurchased | · | $0 | $0 | $0 | $21M | $3M | $13M | $0 | $8M | $10M | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $1M | · | · | · | $-2M | · | · | · | $-8M | · | · | · | $2M | · | · | |
| Financing Cash Flow | $-133M | $49M | $-101M | $3M | $86M | $132M | $-87M | $31M | $91M | $97M | $42M | $120M | $-13M | $-62M | $-6M | $107M | |
| Net Change in Cash | $221.0K | $-387.0K | $-732.0K | $2M | $2M | $4M | $-8M | $10M | $2M | $18.0K | $2M | $4M | $368.0K | $11M | $-21M | $11M | |
| Free Cash Flow | · | $-56M | · | · | · | $-128M | · | · | · | $-100M | · | · | · | · | · | · | |
| Levered FCF | · | $-56M | · | · | · | $-128M | · | · | · | $-100M | · | · | · | · | · | · |
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 | · | -0.18% | · | 5.4% | 8.2% | 0.05% | · | 12.3% | 11.2% | 4.8% | · | 13.3% | 10.1% | 5.3% | · | 17.3% | |
| Net Margin | 5.2% | 0.68% | · | 5.0% | 6.5% | 1.1% | · | 10.7% | 9.7% | 4.4% | · | 10.9% | 8.2% | 5.5% | · | 16.5% | |
| Pretax Margin | 7.1% | 1.4% | · | 6.7% | 8.7% | 1.6% | · | 14.1% | 12.8% | 5.9% | · | 14.5% | 11.1% | 6.6% | · | 19.9% | |
| EBITDA Margin | · | 0.19% | · | 5.4% | 8.2% | 0.29% | · | 12.3% | 11.2% | 5.0% | · | 13.3% | 10.1% | 5.4% | · | 17.3% | |
| ROA | 0.68% | 0.05% | · | 0.50% | 0.82% | 0.11% | · | 1.9% | 1.7% | 0.51% | · | 2.1% | 1.8% | 0.95% | · | 3.4% | |
| ROE | 1.3% | 0.10% | · | 0.97% | 1.6% | 0.20% | · | 3.7% | 3.2% | 0.96% | · | 3.9% | 3.3% | 1.7% | · | 6.1% | |
| ROIC | · | -0.01% | · | 0.76% | 1.4% | 0.01% | · | 3.0% | 2.7% | 0.74% | · | 3.4% | 2.8% | 1.3% | · | 4.9% |
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 | · | 0.2 | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.72B | $1.55B | · | $1.88B | $2.09B | $2.00B | · | $2.26B | $2.26B | $2.14B | · | $2.30B | $2.40B | $2.30B | · | $2.62B | |
| Net Income TTM | $80M | $57M | · | $125M | $164M | $149M | · | $212M | $196M | $164M | · | $238M | $294M | $319M | · | $404M | |
| Market Cap | $1.48B | $918M | · | $1.19B | $1.19B | $1.56B | · | $2.79B | $2.10B | $2.74B | · | $2.34B | $3.18B | $2.68B | · | $1.90B | |
| P/E | 18.4 | 16.0 | · | 9.7 | 7.4 | 10.5 | · | 13.2 | 10.8 | 16.7 | · | 9.9 | 10.8 | 8.5 | · | 4.8 | |
| P/S | 0.9 | 0.6 | · | 0.6 | 0.6 | 0.8 | · | 1.2 | 0.9 | 1.3 | · | 1.0 | 1.3 | 1.2 | · | 0.7 | |
| P/B | 0.7 | 0.4 | · | 0.6 | 0.6 | 0.8 | · | 1.4 | 1.1 | 1.5 | · | 1.3 | 1.8 | 1.6 | · | 1.2 | |
| P / Tangible Book | 0.7 | 0.4 | · | 0.6 | 0.6 | 0.8 | · | 1.4 | 1.1 | 1.5 | · | 1.3 | 1.8 | 1.6 | · | 1.2 | |
| P / Cash Flow | · | -16.5 | · | · | · | -12.2 | · | · | · | -27.6 | · | · | · | 34.6 | · | · | |
| P / FCF | · | -16.3 | · | · | · | -12.2 | · | · | · | -27.3 | · | · | · | · | · | · | |
| Earnings Yield | 5.4% | 6.2% | · | 10.3% | 13.5% | 9.5% | · | 7.6% | 9.3% | 6.0% | · | 10.1% | 9.2% | 11.8% | · | 20.7% |
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 | $1.71B | $2.20B | $2.36B | $2.30B | $3.05B |
| Margen Operativo % | 4.7% | 9.6% | 9.9% | 16.9% | 18.0% |
| Beneficio neto | $73M | $196M | $199M | $327M | $430M |
| EPS Diluido | $3.12 | $8.30 | $8.42 | $13.76 | $17.25 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-141M | $-146M | — | — | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 283 declarantes · $955.3M 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 |
|---|---|---|---|---|
| 77 (+35 vs trimestre anterior) | 18 (-20 vs trimestre anterior) | 68 (+5 vs trimestre anterior) | 77 (-1 vs trimestre anterior) | -829K |
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 | $82 381 033 | 1 293 672 | 8,62% | Acciones |
| STATE STREET CORP | $76 888 951 | 1 207 427 | 8,05% | Acciones |
| Atlas FRM LLC | $61 578 560 | 967 000 | 6,45% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $56 251 282 | 883 343 | 5,89% | Acciones |
| DISCIPLINED GROWTH INVESTORS INC /MN | $51 903 626 | 815 069 | 5,43% | Acciones |
| River Road Asset Management, LLC | $50 851 155 | 798 542 | 5,32% | Acciones |
| CDAM (UK) Ltd | $46 197 930 | 725 470 | 4,84% | Acciones |
| Altshuler Shaham Ltd | $44 576 000 | 700 000 | 4,67% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $44 514 039 | 699 027 | 4,66% | Acciones |
| CITADEL ADVISORS LLC | $34 824 108 | 546 861 | 3,65% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $33 476 512 | 525 699 | 3,50% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $30 486 063 | 478 630 | 3,19% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29 206 832 | 458 650 | 3,06% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $22 786 232 | 357 824 | 2,39% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $19 372 475 | 304 216 | 2,03% | Acciones |
| Oakum Bay Capital LLC | $14 444 657 | 365 410 | 1,51% | Acciones |
| Trexquant Investment LP | $13 451 317 | 211 233 | 1,41% | Acciones |
| GOLDMAN SACHS GROUP INC | $12 253 879 | 192 429 | 1,28% | Acciones |
| Philadelphia Financial Management of San Francisco, LLC | $11 155 144 | 175 175 | 1,17% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $10 862 419 | 170 578 | 1,14% | Acciones |
| ROYCE & ASSOCIATES LP | $8 653 093 | 135 884 | 0,91% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $8 596 609 | 134 997 | 0,90% | Acciones |
| Voss Capital, LP | $7 960 000 | 125 000 | 0,83% | Acciones |
| WASATCH ADVISORS LP | $7 265 298 | 183 792 | 0,76% | Acciones |
| FIRST TRUST ADVISORS LP | $6 302 728 | 98 975 | 0,66% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $6 264 392 | 98 373 | 0,66% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 826 720 | 91 500 | 0,61% | Opción de compra |
| BANK OF AMERICA CORP /DE/ | $5 048 168 | 79 274 | 0,53% | Acciones |
| Balyasny Asset Management L.P. | $4 877 251 | 76 590 | 0,51% | Acciones |
| Point72 Asset Management, L.P. | $4 534 016 | 71 200 | 0,47% | Acciones |
| Public Sector Pension Investment Board | $4 475 048 | 70 274 | 0,47% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $4 273 183 | 67 104 | 0,45% | Acciones |
| Sparta 24 Ltd. | $4 193 710 | 65 856 | 0,44% | Acciones |
| TWO SIGMA ADVISERS, LP | $3 905 064 | 90 900 | 0,41% | Acciones |
| Squarepoint Ops LLC | $3 655 614 | 57 406 | 0,38% | Acciones |
| Cubist Systematic Strategies, LLC | $3 410 159 | 65 948 | 0,36% | Acciones |
| Graham Capital Management, L.P. | $3 338 615 | 52 428 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $3 312 552 | 52 019 | 0,35% | Acciones |
| Numerai GP LLC | $3 198 137 | 50 222 | 0,33% | Acciones |
| D. E. Shaw & Co., Inc. | $3 158 528 | 49 600 | 0,33% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 082 112 | 48 400 | 0,32% | Opción de venta |
| JANE STREET GROUP, LLC | $3 031 168 | 47 600 | 0,32% | Opción de compra |
| BlackRock, Inc. | $2 902 089 | 45 573 | 0,30% | Acciones |
| BARCLAYS PLC | $2 875 470 | 45 155 | 0,30% | Acciones |
| OneDigital Investment Advisors LLC | $2 738 558 | 43 005 | 0,29% | Acciones |
| Quantinno Capital Management LP | $2 670 803 | 41 941 | 0,28% | Acciones |
| Swiss National Bank | $2 596 934 | 40 781 | 0,27% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $2 533 127 | 39 779 | 0,27% | Acciones |
| Rafferty Asset Management, LLC | $2 485 558 | 39 032 | 0,26% | Acciones |
| FIFTH THIRD BANCORP | $2 451 362 | 38 495 | 0,26% | Acciones |
| Aquatic Capital Management LLC | $2 434 041 | 38 223 | 0,25% | Acciones |
| KTF INVESTMENTS, LLC | $2 395 642 | 37 620 | 0,25% | Acciones |
| CAXTON ASSOCIATES LLP | $2 151 429 | 33 785 | 0,23% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 139 712 | 33 601 | 0,22% | Acciones |
| D. E. Shaw & Co., Inc. | $2 062 213 | 32 384 | 0,22% | Acciones |
| Legal & General Group Plc | $1 994 521 | 31 321 | 0,21% | Acciones |
| Quantbot Technologies LP | $1 972 743 | 30 979 | 0,21% | Acciones |
| COMERICA BANK | $1 928 990 | 44 902 | 0,20% | Acciones |
| XTX Topco Ltd | $1 872 574 | 29 406 | 0,20% | Acciones |
| CITADEL ADVISORS LLC | $1 872 192 | 29 400 | 0,20% | Opción de compra |
| MONTGOMERY INVESTMENT MANAGEMENT INC | $1 853 725 | 29 110 | 0,19% | Acciones |
| CITADEL ADVISORS LLC | $1 814 880 | 28 500 | 0,19% | Opción de venta |
| DEUTSCHE BANK AG\ | $1 622 694 | 25 482 | 0,17% | Acciones |
| Walleye Trading LLC | $1 561 816 | 24 526 | 0,16% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 350 016 | 21 200 | 0,14% | Acciones |
| Campbell & CO Investment Adviser LLC | $1 330 339 | 20 891 | 0,14% | Acciones |
| EntryPoint Capital, LLC | $1 175 596 | 18 461 | 0,12% | Acciones |
| Shay Capital LLC | $1 127 136 | 17 700 | 0,12% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 121 071 | 28 360 | 0,12% | Acciones |
| JANE STREET GROUP, LLC | $1 108 032 | 17 400 | 0,12% | Opción de venta |
| Mariner, LLC | $1 090 910 | 17 131 | 0,11% | Acciones |
| GM Advisory Group, Inc. | $983 151 | 24 871 | 0,10% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $919 270 | 23 255 | 0,10% | Acciones |
| SIMPLEX TRADING, LLC | $917 756 | 14 412 | 0,10% | Acciones |
| HSBC HOLDINGS PLC | $913 936 | 14 343 | 0,10% | Acciones |
| MORGAN STANLEY | $904 320 | 14 201 | 0,09% | Acciones |
| CastleKnight Management LP | $872 416 | 13 700 | 0,09% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $855 632 | 14 407 | 0,09% | Acciones |
| D. E. Shaw & Co., Inc. | $846 944 | 13 300 | 0,09% | Opción de venta |
| VANGUARD ASSET MANAGEMENT, Ltd | $828 095 | 13 004 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $777 151 | 12 204 | 0,08% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $774 030 | 12 155 | 0,08% | Acciones |
| Dynamic Technology Lab Private Ltd | $744 000 | 11 690 | 0,08% | Acciones |
| Engineers Gate Manager LP | $722 131 | 11 340 | 0,08% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $714 448 | 11 219 | 0,07% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $711 751 | 11 177 | 0,07% | Acciones |
| JPMORGAN CHASE & CO | $710 050 | 11 196 | 0,07% | Acciones |
| Prospera Financial Services Inc | $709 883 | 11 148 | 0,07% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $695 959 | 10 929 | 0,07% | Acciones |
| VANGUARD GROUP INC | $688 090 | 16 017 | 0,07% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $684 302 | 10 790 | 0,07% | Acciones |
| Walleye Capital LLC | $664 437 | 10 434 | 0,07% | Acciones |
| ALLSTATE CORP | $656 350 | 10 307 | 0,07% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $638 074 | 10 020 | 0,07% | Acciones |
| Illinois Municipal Retirement Fund | $630 687 | 9 904 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $611 965 | 9 610 | 0,06% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $603 241 | 9 473 | 0,06% | Acciones |
| Louisiana State Employees Retirement System | $573 120 | 9 000 | 0,06% | Acciones |
| Stonegate Management LLC | $568 810 | 11 000 | 0,06% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $551 214 | 8 656 | 0,06% | Acciones |
Informantes de la empresa 12 insiders · 6 directivos · 4 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Eric Thomas Lipar | Chief Executive Officer and Chairman of the Board | 14 de noviembre de 2013 J | 37 500 | 0 | 0 | $0 |
| Charles Michael Merdian | Chief Financial Officer, Secretary and Treasurer | 14 de noviembre de 2013 J | 13 636 | 0 | 0 | $0 |
| Michael Larry Snider | President and Chief Operating Officer | 14 de noviembre de 2013 J | 61 388 | 0 | 0 | $0 |
| Jack Anthony Lipar | Executive Vice President of Acquisitions | 14 de noviembre de 2013 J | 17 326 | 0 | 0 | $0 |
| Rachel Lyons Eaton | Chief Marketing Officer | 14 de noviembre de 2013 J | 13 636 | 0 | 0 | $0 |
| Margaret Mary Britton | Chief Administrative Officer | 14 de noviembre de 2013 J | 3 409 | 0 | 0 | $0 |
| Bryan Christopher Sansbury | Consejero | 14 de noviembre de 2013 J | 171 016 | 0 | 0 | $0 |
| Steven Randal Smith | Consejero | 14 de noviembre de 2013 J | 27 273 | 0 | 0 | $0 |
| Robert Karnig Vahradian | Consejero | 13 de noviembre de 2013 P | 51 519 | 0 | 0 | $0 |
| Thomas E Lipar | Propietario del 10% | 23 de abril de 2015 S | 2 016 272 | 0 | 0 | $0 |
| Maria Renna Sharpe | — | 15 de diciembre de 2025 A | 8 783 | 0 | 0 | $0 |
| Duncan S Gage | — | 14 de noviembre de 2013 J | 18 636 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Eric T. Lipar | 15 de noviembre de 2013 | — | 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 61 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 |
|---|---|---|---|---|
| HOMZ · ETF Series Solutions | 0,78% | 5 519 NS | 31 de mayo de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,59% | 22 113 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,31% | 9 984 NS | 30 de abril de 2026 | N-PORT |
| NAIL · Direxion Shares ETF Trust | 0,29% | 33 639 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,28% | 70 251 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,12% | 3 418 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,11% | 208 365 NS | 31 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,10% | 534 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,08% | 117 201 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,05% | 28 873 NS | 31 de mayo de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,04% | 15 978 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,04% | 242 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 8 863 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 78 735 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 76 950 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 965 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 96 971 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 1 395 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 754 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 765 NS | 31 de mayo de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 2 406 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 921 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 2 002 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,00% | 10 847 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 19 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 37 179 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 4 763 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 11 830 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 116 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 22 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 379 NS | 30 de abril de 2026 | N-PORT |
| VXF · 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 |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IJR · iShares Trust | — | — | 10 de agosto de 2026 | Diario |
| IJS · iShares Trust | — | — | 10 de agosto de 2026 | Diario |
| ITOT · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| ITB · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| XJR · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| TEXN · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| PKB · Invesco Exchange-Traded Fund Trust | — | — | 28 de julio de 2026 | Diario |