En esta página
01MCY precio
02Instantánea
03Gráfico
04Divisiones de acciones
05Acerca de
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
MCY Mercury General Corporation Common Stock
NYSE · Insurance · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Ago 4, 2026
$102,21
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$74,29mínimo 52 semanas
$113,06máximo 52 semanas
Capitalización Bursátil (MRQ)
$5.66B
P/E (TTM)
6.0
BPA (TTM)
$16.92
Ingresos (TTM)
$6.34B
tus insignias
Rango 52S
$74–$113
Calificación del Analista
STRONG BUY
Precio Objetivo
$120
P/E
6.0
ROE
39.0%
Margen de Beneficio Neto
14.8%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
MCY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$102.20
Capitalización Bursátil (MRQ)
$5.66B
P/E (TTM)
6.0
BPA (TTM)
$16.92
Ingresos (TTM)
$6.34B
Rendimiento div.
1.2%
ROE (TTM)
39.0%
Rango 52S
$74–$113
MCY Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 10 de octubre de 1997 | 2-for-1 | Adelante |
| 14 de septiembre de 1992 | 2-for-1 | Adelante |
Acerca de Mercury General Corporation Common Stock Descripción general de la empresa de Wikipedia
Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.
Founded in 1961 and located in Los Angeles, Mercury has assets of over $4 billion, employs 4,500 people and more than 8,000 independent agents in Arizona, California, Florida, Georgia, Illinois, Nevada, New Jersey, New York, Oklahoma, Texas, and Virginia.
History
Mercury was founded by George Joseph, who flew 50 World War II missions as a navigator before graduating from Harvard on the G.I. Bill in 1949. Joseph then spent more than a decade in the insurance industry before founding Mercury Insurance in 1961 as a low-cost alternative to larger insurance companies.
Mercury's California expansion began in 1964 with the opening of its first Orange County office. Two years later, the company spread into the San Fernando Valley and also began operations in San Diego. Mercury offices opened in Northern California by 1968. Mercury wrote $1 million in premiums every month by 1970 and sold its first homeowners policy in 1972. The newly created Mercury Insurance Company wrote its first auto policy in 1977.
In 1989, Mercury began expansion outside of California, opening offices in Georgia and Illinois. The company insured more than 1 million vehicles in California by 1998. This led to further expansion to Florida in 1998, New York in 2001, and Virginia in 2001.
Awards
Forbes listed Mercury Insurance on its "100 Most Trustworthy Companies" in 2012 "America’s 50 Most Trusted Financial Companies" in 2014, 2015 and 2016. It has been rated "Excellent" by insurance industry rating agencies AM Best and Fitch. Mercury Insurance was named one of "America’s Best Midsize Employers" by Forbes in 2017.
Products
Mercury provides personal auto insurance from collision, uninsured or underinsured motorist, and roadside assistance. The homeowners insurance includes the structure and belongings coverage. It may provide additional living expenses if policyholders are forced to vacate their homes due to a covered loss or peril. Its umbrella insurance is additional liability protection for personal auto and/or homeowners in the event losses exceed the underlying policy's liability limits.
The dwelling fire insurance is a policy for landlords to protect rental properties. Its extended warranty coverage, also known as mechanical protection, is Mercury's mechanical protection, which pays for covered vehicle repairs after the vehicle manufacturer's warranty expires.
Driver safety program
Mercury Insurance created the Drive Safe Challenge in 2016, promoting teen driver safety. It began as a collaboration between Mercury Insurance, the Anaheim Ducks and the California Highway Patrol in Anaheim, and has since expanded to Florida through a partnership with the Tampa Bay Lightning and Tampa Police Department. Mercury has also developed a free online extension that includes interactive tools and quizzes.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
sectorFinancials
industriaInsurance
empleados4 380
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$5.99B2016-12-31 → 2025-12-31
BPA$9.772016-12-31 → 2025-12-31
Flujo de caja libre$1.03B2016-12-31 → 2025-12-31
Margen neto14.8%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | MCY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 6.0promedio 5A ≈9.4 | ≈9.4 | 10.2 | Infravalorado | |
| P/S (TTM) | 0.9promedio 5A ≈0.6 | ≈0.6 | 1.2 | Infravalorado | |
| P/C (MRQ) | 2.0promedio 5A ≈1.6 | ≈1.6 | 1.8 | Valor razonable | |
| Precio / FCF (TTM) | 4.5promedio 5A ≈5.2 | ≈5.2 | · | · | |
| Precio / Flujo de Caja (TTM) | 4.3promedio 5A ≈4.8 | ≈4.8 | 7.6 | Infravalorado | |
| Precio / Valor Contable Tangible (MRQ) | 2.0promedio 5A ≈1.6 | ≈1.6 | · | · | |
| PEG Ratio (Ratio PEG) | ≈0.8 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | MCY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 1.2%promedio 5A ≈1.7% | ≈1.7% | 1.3% | En línea | |
| Margen antes de impuestos (TTM) | 18.3%promedio 5A ≈2.6% | ≈2.6% | 18.6% | En línea | |
| Margen de Beneficio Neto (TTM) | 14.8%promedio 5A ≈2.4% | ≈2.4% | 14.8% | En línea | |
| ROA (TTM) | 9.5%promedio 5A ≈1.9% | ≈1.9% | 6.5% | En línea | |
| ROE (TTM) | 39.0%promedio 5A ≈6.8% | ≈6.8% | 22.6% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | MCY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 9.4%promedio 5A ≈10.3% | ≈10.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 18.0%promedio 5A ≈12.0% | ≈12.0% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 9.6% | · | · | · | |
| EPS YoY (EPS interanual) | 15.6%promedio 5A ≈122.5% | ≈122.5% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 15.6%promedio 5A ≈122.5% | ≈122.5% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 23.5% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 7.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 23.6% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 7.6% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | MCY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.7promedio 5A ≈0.6 | ≈0.6 | 0.4 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.4M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo1.2%
Ratio de Pago13.0%
Pago anualizado≈$1.27
CAGR de Dividendos a 5 años≈-12.8%
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 10, 2026 | $0,32 | USD | ≈1.2% |
| Jun 11, 2026 | $0,32 | USD | ≈1.3% |
| Mar 12, 2026 | $0,32 | USD | ≈1.5% |
| Dic 10, 2025 | $0,32 | USD | ≈1.4% |
| Sep 11, 2025 | $0,32 | USD | ≈1.6% |
| Jun 12, 2025 | $0,32 | USD | ≈2.0% |
| Mar 13, 2025 | $0,32 | USD | ≈2.3% |
| Dic 12, 2024 | $0,32 | USD | ≈1.8% |
| Sep 12, 2024 | $0,32 | USD | ≈2.2% |
| Jun 13, 2024 | $0,32 | USD | ≈2.5% |
| Mar 12, 2024 | $0,32 | USD | ≈2.7% |
| Dic 13, 2023 | $0,32 | USD | ≈3.2% |
| Sep 13, 2023 | $0,32 | USD | ≈4.4% |
| Jun 14, 2023 | $0,32 | USD | ≈6.5% |
| Mar 14, 2023 | $0,32 | USD | ≈7.3% |
| Dic 14, 2022 | $0,32 | USD | ≈5.5% |
| Sep 14, 2022 | $0,32 | USD | ≈6.5% |
| Jun 15, 2022 | $0,64 | USD | ≈5.6% |
| Mar 15, 2022 | $0,64 | USD | ≈4.9% |
| Dic 15, 2021 | $0,64 | USD | ≈4.8% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
51.5%
Próximo informe
Nov 02, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 27, 2026 | $3.52 | $2.55 | 38.0% |
| 31 de marzo de 2026 | $3.50 | $2.17 | 61.2% | |
| 31 de diciembre de 2025 | $3.66 | $2.59 | 41.6% | |
| 30 de septiembre de 2025 | $3.86 | $2.17 | 77.8% | |
| 30 de junio de 2025 | $2.67 | $1.67 | 60.2% | |
| 31 de marzo de 2025 | $-2.29 | $-3.28 | 30.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.99B | $5.48B | $4.63B | $3.64B | $3.99B | $3.78B | $3.97B | $3.38B | $3.42B | $3.23B | $3.01B | $3.01B | |
| Cost of Revenue | $15M | $13M | $11M | $11M | $13M | $12M | $10M | $10M | $10M | · | · | · | |
| Interest Expense | · | · | $24M | $17M | $17M | $17M | $17M | $17M | $15M | $4M | $3M | $3M | |
| Interest Income | $329M | $280M | $235M | $168M | $130M | $135M | $141M | $136M | $125M | $122M | $126M | $126M | |
| Pretax Income | $664M | $575M | $99M | $-671M | $299M | $459M | $378M | $-31M | $167M | $71M | $71M | $247M | |
| Income Tax | $123M | $107M | $3M | $-158M | $51M | $84M | $58M | $-25M | $22M | $-2M | $-4M | $69M | |
| Net Income | $541M | $468M | $96M | $-513M | $248M | $375M | $320M | $-6M | $145M | $73M | $74M | $178M | |
| EPS (Basic) | $9.77 | $8.45 | $1.74 | $-9.26 | $4.48 | $6.77 | $5.78 | $-0.10 | $2.62 | $1.32 | $1.35 | $3.23 | |
| EPS (Diluted) | $9.77 | $8.45 | $1.74 | $-9.26 | $4.48 | $6.77 | $5.78 | $-0.10 | $2.62 | $1.32 | $1.35 | $3.23 | |
| Shares (Basic) | 55,389,000 | 55,373,000 | 55,371,000 | 55,371,000 | 55,368,000 | 55,358,000 | 55,351,000 | 55,335,000 | 55,316,000 | 55,249,000 | 55,157,000 | 55,008,000 | |
| Shares (Diluted) | 55,389,000 | 55,377,000 | 55,371,000 | 55,371,000 | 55,374,000 | 55,358,000 | 55,360,000 | 55,335,000 | 55,327,000 | 55,302,000 | 55,209,000 | 55,020,000 | |
| EBITDA | $75M | $73M | $72M | $82M | $79M | $68M | $65M | $59M | $55M | $26M | $26M | $28M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.32B | $720M | $551M | $290M | $336M | $348M | $294M | $314M | $291M | $220M | $264M | $290M | |
| Short-term Investments | · | · | · | · | · | $376M | $494M | $253M | $303M | $376M | $185M | $373M | |
| PP&E (Net) | $147M | $138M | $151M | $171M | $191M | $179M | $169M | $153M | $145M | $156M | $157M | $159M | |
| PP&E (Gross) | $493M | $460M | $454M | $489M | $500M | $465M | $481M | $512M | $486M | $475M | $456M | $436M | |
| Accum. Depreciation | $346M | $321M | $303M | $318M | $309M | $286M | $312M | $359M | $341M | $319M | $299M | $277M | |
| Goodwill | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | |
| Intangibles | $7M | $8M | $8M | $9M | $10M | $11M | $11M | $16M | $21M | $26M | $32M | $36M | |
| Total Assets | $9.56B | $8.31B | $7.10B | $6.51B | $6.77B | $6.33B | $5.89B | $5.43B | $5.10B | $4.79B | $4.63B | $4.60B | |
| Deferred Tax | · | · | · | $0 | $54M | $41M | $28M | $0 | $23M | $0 | · | · | |
| Total Liabilities | $7.14B | $6.36B | $5.56B | $4.99B | $4.63B | $4.30B | $4.09B | $3.82B | $3.34B | $3.04B | $2.81B | $2.72B | |
| Long-term Debt | $575M | $575M | $575M | $400M | $375M | $375M | $375M | $375M | $375M | · | · | · | |
| Common Stock | $100M | $100M | $99M | $99M | $99M | $99M | $99M | $98M | $98M | $96M | $91M | $89M | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | $9M | $4M | |
| Retained Earnings | $2.32B | $1.85B | $1.45B | $1.42B | $2.04B | $1.93B | $1.70B | $1.52B | $1.66B | $1.66B | $1.72B | $1.78B | |
| Stockholders' Equity | $2.42B | $1.95B | $1.55B | $1.52B | $2.14B | $2.03B | $1.80B | $1.62B | $1.76B | $1.75B | $1.82B | $1.88B | |
| Liabilities + Equity | $9.56B | $8.31B | $7.10B | $6.51B | $6.77B | $6.33B | $5.89B | $5.43B | $5.10B | $4.79B | $4.63B | $4.60B | |
| Shares Outstanding | 55,389,000 | 55,389,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,358,000 | 55,358,000 | 55,340,000 | 55,332,000 | 55,289,000 | 55,164,000 | 55,121,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $75M | $73M | $72M | $82M | $79M | $68M | $65M | $59M | $55M | $53M | $48M | $28M | |
| Stock-based Comp | · | · | · | · | $141.0K | $142.0K | $123.0K | $145.0K | $60.0K | $142.0K | $142.0K | $4M | |
| Deferred Tax | $15M | $-13M | $10M | $-96M | $12M | $13M | $41M | $-41M | $10M | $-22M | $-27M | $21M | |
| Amort. of Intangibles | $900.0K | $900.0K | $900.0K | $1M | $1M | $1M | $5M | $6M | $5M | $6M | $6M | $6M | |
| Other Non-cash | $456M | $509M | $275M | $879M | $162M | $149M | $93M | $371M | $131M | $210M | $111M | $16M | |
| Operating Cash Flow | $1.09B | $1.04B | $453M | $353M | $502M | $606M | $520M | $383M | $341M | $292M | $190M | $247M | |
| CapEx | $58M | $46M | $37M | $36M | $41M | $40M | $40M | $28M | $19M | $17M | $20M | $26M | |
| Investing Cash Flow | $-420M | $-797M | $-295M | $-316M | $-374M | $-411M | $-401M | $-222M | $-186M | $-227M | $-82M | $-194M | |
| Dividends Paid | $70M | $70M | $70M | $105M | $140M | $140M | $139M | $138M | $138M | $137M | $136M | $135M | |
| Financing Cash Flow | $-72M | $-71M | $104M | $-82M | $-141M | $-140M | $-138M | $-138M | $-85M | $-109M | $-134M | $-29M | |
| Net Change in Cash | · | · | · | · | · | · | $-20M | $23M | $71M | $-44M | $-26M | $23M | |
| Taxes Paid | $97M | $95M | $-58M | $-27M | $69M | $53M | $-15M | $-11M | $25M | $-183.0K | · | · | |
| Free Cash Flow | $1.03B | $991M | $416M | $317M | $460M | $566M | $480M | $355M | $322M | $270M | $170M | $220M | |
| Levered FCF | · | · | $393M | $304M | $446M | $552M | $465M | $352M | $309M | $266M | $167M | $219M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.0% | 8.6% | 2.1% | -14.1% | 6.2% | 9.9% | 8.1% | -0.17% | 4.2% | 2.3% | 2.5% | 5.9% | |
| Pretax Margin | 11.1% | 10.5% | 2.1% | -18.4% | 7.5% | 12.1% | 9.5% | -0.91% | 4.9% | 2.2% | 2.3% | 8.2% | |
| EBITDA Margin | 1.2% | 1.3% | 1.6% | 2.3% | 2.0% | 1.8% | 1.6% | 1.7% | 1.6% | 0.82% | 0.88% | 0.93% | |
| ROA | 6.1% | 6.1% | 1.4% | -7.7% | 3.8% | 6.1% | 5.7% | -0.11% | 2.9% | 1.6% | 1.6% | 4.0% | |
| ROE | 24.8% | 24.6% | 6.6% | -33.4% | 11.6% | 19.1% | 17.8% | -0.34% | 8.2% | 4.1% | 4.0% | 9.6% |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 0.5 | 0.6 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $43.64 | $35.14 | $27.96 | $27.49 | $38.65 | $36.72 | $32.51 | $29.23 | $31.83 | $31.70 | $33.01 | $34.02 | |
| Revenue / Share | $108.19 | $98.88 | $83.61 | $65.79 | $72.12 | $68.36 | $71.76 | $61.08 | $61.74 | $58.36 | $54.51 | $54.74 | |
| Cash Flow / Share | $19.63 | $18.73 | $8.18 | $6.37 | $9.06 | $10.94 | $9.39 | $6.93 | $6.17 | $5.20 | $3.45 | $4.48 | |
| Cash / Share | $23.75 | $13.00 | $9.95 | $5.23 | $6.06 | $6.29 | $5.32 | $5.68 | $5.27 | $3.98 | $4.79 | $5.26 | |
| Dividend / Share | $1.27 | $1.27 | $1.27 | $1.91 | · | · | · | · | · | · | · | · | |
| Dividend Paid / Share | · | · | $1.27 | $1.91 | $2.53 | $2.52 | $2.51 | $2.50 | $2.49 | $2.48 | $2.47 | $2.46 | |
| EPS (TTM) | $9.77 | $8.45 | $1.74 | $-9.26 | $4.48 | $6.77 | $5.78 | $-0.10 | $2.62 | $1.32 | $1.35 | $3.23 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.4% | 18.3% | 27.1% | -8.8% | 5.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.0% | 11.1% | 7.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 15.6% | 385.6% | · | · | -33.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 23.5% | -36.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 15.6% | 385.8% | · | · | -33.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 23.6% | -36.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 7.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -12.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.99B | $5.48B | $4.63B | $3.64B | $3.99B | $3.78B | $3.97B | $3.38B | $3.42B | $3.23B | $3.01B | $3.01B | |
| Net Income TTM | $541M | $468M | $96M | $-513M | $248M | $375M | $320M | $-6M | $145M | $73M | $74M | $178M | |
| Market Cap | $5.21B | $3.68B | $2.07B | $1.89B | $2.94B | $2.89B | $2.70B | $2.86B | $2.96B | $3.33B | $2.57B | $3.12B | |
| P/E | 9.6 | 7.9 | 21.4 | -3.7 | 11.8 | 7.7 | 8.4 | -517.1 | 20.4 | 45.6 | 34.5 | 17.5 | |
| P/S | 0.9 | 0.7 | 0.4 | 0.5 | 0.7 | 0.8 | 0.7 | 0.8 | 0.9 | 1.0 | 0.9 | 1.0 | |
| P/B | 2.2 | 1.9 | 1.3 | 1.2 | 1.4 | 1.4 | 1.5 | 1.8 | 1.7 | 1.9 | 1.4 | 1.7 | |
| P / Tangible Book | 2.2 | 1.9 | 1.4 | 1.3 | 1.4 | 1.5 | · | · | · | · | · | · | |
| P / Cash Flow | 4.8 | 3.6 | 4.6 | 5.4 | 5.9 | 4.8 | 5.2 | 7.5 | 8.7 | 11.6 | 13.5 | 12.7 | |
| P / FCF | 5.1 | 3.7 | 5.0 | 6.0 | 6.4 | 5.1 | 5.6 | 8.1 | 9.2 | 12.3 | 15.1 | 14.2 | |
| Dividend Yield | 1.4% | 1.9% | 3.4% | 5.6% | 4.8% | 4.8% | 5.2% | 4.8% | 4.7% | 4.1% | 5.3% | 4.3% | |
| Earnings Yield | 10.4% | 12.7% | 4.7% | -27.1% | 8.4% | 13.0% | 11.9% | -0.19% | 4.9% | 2.2% | 2.9% | 5.7% | |
| Payout Ratio | 13.0% | 15.0% | 73.0% | -20.6% | 56.6% | 37.3% | 43.5% | -2417.6% | 95.2% | 187.8% | 183.1% | 76.1% | |
| Annual Payout | $70M | $70M | $70M | $105M | $140M | $140M | $139M | $138M | $138M | $137M | $136M | $135M |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.68B | $1.54B | $1.54B | $1.58B | $1.48B | $1.39B | $1.37B | $1.53B | $1.30B | $1.27B | $1.07B | $1.08B | $1.11B | $900M | $786M | $805M | |
| Cost of Revenue | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $3M | $3M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | $6M | $6M | $5M | $4M | $4M | $4M | |
| Interest Income | $90M | $86M | $84M | $84M | $79M | $81M | $73M | $73M | $69M | $65M | $61M | $58M | $52M | $45M | $39M | $35M | |
| Pretax Income | $327M | $236M | $249M | $350M | $207M | $-142M | $123M | $287M | $75M | $89M | $-15M | $-61M | $-62M | $-129M | $-271M | $-253M | |
| Income Tax | $64M | $45M | $46M | $70M | $40M | $-34M | $22M | $56M | $13M | $16M | $-7M | $-20M | $-17M | $-31M | $-61M | $-56M | |
| Net Income | $264M | $190M | $203M | $280M | $166M | $-108M | $101M | $231M | $63M | $73M | $-8M | $-42M | $-45M | $-98M | $-211M | $-197M | |
| EPS (Basic) | $4.76 | $3.44 | $3.66 | $5.06 | $3.01 | $-1.96 | $1.82 | $4.17 | $1.13 | $1.33 | $-0.15 | $-0.75 | $-0.82 | $-1.78 | $-3.80 | $-3.56 | |
| EPS (Diluted) | $4.76 | $3.44 | $3.66 | $5.06 | $3.01 | $-1.96 | $1.82 | $4.17 | $1.13 | $1.33 | $-0.15 | $-0.75 | $-0.82 | $-1.78 | $-3.80 | $-3.56 | |
| Shares (Basic) | 55,389,000 | 55,389,000 | · | 55,389,000 | 55,389,000 | 55,389,000 | · | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | |
| Shares (Diluted) | 55,389,000 | 55,389,000 | · | 55,389,000 | 55,389,000 | 55,389,000 | · | 55,376,000 | 55,375,000 | 55,372,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | |
| EBITDA | · | $20M | · | · | · | $17M | · | · | · | $17M | · | · | $17M | · | · | $22M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.70B | $1.35B | $1.32B | $1.25B | $1.12B | $1.28B | $720M | $616M | $609M | $530M | $454M | $358M | $270M | $336M | $290M | $296M | |
| PP&E (Net) | $151M | $151M | $147M | $147M | $146M | $142M | $138M | $136M | $134M | $152M | $149M | $160M | $159M | $190M | $190M | $191M | |
| PP&E (Gross) | · | · | $493M | · | · | · | $460M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $376M | $360M | $346M | $332M | $319M | $332M | $321M | $311M | $303M | $331M | $315M | $307M | $324M | $325M | $318M | $316M | |
| Goodwill | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | |
| Intangibles | $6M | $7M | $7M | $7M | $7M | $7M | $8M | $8M | $8M | $8M | $9M | $9M | $9M | $9M | $10M | $10M | |
| Total Assets | $10.54B | $9.87B | $9.56B | $9.37B | $9.08B | $9.03B | $8.31B | $8.15B | $7.73B | $7.40B | $6.92B | $6.69B | $6.59B | $6.45B | $6.50B | $6.67B | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $8M | |
| Total Liabilities | $7.71B | $7.28B | $7.14B | $7.14B | $7.11B | $7.21B | $6.36B | $6.29B | $6.08B | $5.79B | $5.55B | $5.29B | $5.13B | $4.91B | $4.84B | $4.76B | |
| Long-term Debt | $944M | · | $575M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $100M | $100M | $100M | $100M | $100M | $100M | $100M | $99M | $99M | $99M | $99M | $99M | $99M | $99M | $99M | $99M | |
| Retained Earnings | $2.74B | $2.49B | $2.32B | $2.13B | $1.87B | $1.72B | $1.85B | $1.76B | $1.55B | $1.51B | $1.28B | $1.30B | $1.36B | $1.45B | $1.56B | $1.81B | |
| Stockholders' Equity | $2.84B | $2.59B | $2.42B | $2.23B | $1.97B | $1.82B | $1.95B | $1.86B | $1.65B | $1.60B | $1.37B | $1.40B | $1.46B | $1.55B | $1.66B | $1.91B | |
| Liabilities + Equity | $10.54B | $9.87B | $9.56B | $9.37B | $9.08B | $9.03B | $8.31B | $8.15B | $7.73B | $7.40B | $6.92B | $6.69B | $6.59B | $6.45B | $6.50B | $6.67B | |
| Shares Outstanding | 55,389,000 | 55,389,000 | 55,389,000 | 55,389,000 | 55,389,000 | 55,389,000 | 55,389,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 | 55,371,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $20M | $21M | $19M | $18M | $17M | $20M | $19M | $17M | $17M | $18M | $19M | $17M | $19M | $23M | $22M | |
| Stock-based Comp | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $15.0K | |
| Amort. of Intangibles | $200.0K | $200.0K | $300.0K | $200.0K | $200.0K | $200.0K | $300.0K | $200.0K | $200.0K | $200.0K | $200.0K | $200.0K | $200.0K | $300.0K | $300.0K | $300.0K | |
| Other Non-cash | · | $115M | · | · | · | $22M | · | · | · | $102M | · | · | $46M | · | · | $281M | |
| Operating Cash Flow | $218M | $326M | $288M | $496M | $372M | $-69M | $248M | $318M | $278M | $193M | $122M | $87M | $18M | $90M | $88M | $107M | |
| CapEx | $16M | $17M | $14M | $17M | $14M | $13M | $12M | $12M | $12M | $10M | $8M | $10M | $9M | $9M | $9M | $8M | |
| Investing Cash Flow | $-219M | $-272M | $-207M | $-349M | $-516M | $652M | $-127M | $-294M | $-181M | $-195M | $-133M | $18M | $-70M | $-26M | $-59M | $-110M | |
| Financing Cash Flow | $351M | $-18M | $-18M | $-18M | $-18M | $-18M | $-17M | $-18M | $-18M | $-19M | $107M | $-18M | $32M | $-18M | $-35M | $-36M | |
| Taxes Paid | $130M | $5.0K | $100M | $62.0K | $341.0K | $-3M | $51M | $19M | $21M | $3M | $1.0K | $-65.0K | $0 | $4.0K | $147.0K | $28.0K | |
| Free Cash Flow | · | $309M | · | · | · | $-82M | · | · | · | $182M | · | · | $9M | · | · | $98M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $176M | · | · | $6M | · | · | $95M |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.7% | 12.4% | · | 17.7% | 11.3% | -7.8% | · | 15.1% | 4.8% | 5.8% | -0.77% | -3.8% | -4.1% | -10.9% | -26.8% | -24.4% | |
| Pretax Margin | 19.5% | 15.3% | · | 22.1% | 14.0% | -10.2% | · | 18.8% | 5.8% | 7.0% | -1.4% | -5.7% | -5.6% | -14.3% | -34.5% | -31.4% | |
| EBITDA Margin | · | 1.3% | · | · | · | 1.2% | · | · | · | 1.4% | · | · | 1.6% | · | · | 2.8% | |
| ROA | 2.7% | 2.0% | · | 3.2% | 2.0% | -1.3% | · | 3.1% | 0.87% | 1.1% | -0.12% | -0.63% | -0.68% | -1.5% | -3.2% | -3.0% | |
| ROE | 11.0% | 8.6% | · | 13.7% | 9.2% | -6.3% | · | 14.3% | 4.1% | 4.8% | -0.56% | -2.7% | -2.7% | -5.3% | -11.0% | -9.8% |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $51.20 | $46.76 | · | $40.30 | $35.56 | $32.87 | · | $33.63 | $29.78 | $28.97 | $24.82 | $25.29 | $26.35 | $27.93 | $30.02 | $34.46 | |
| Revenue / Share | $30.36 | $27.80 | · | $28.61 | $26.68 | $25.17 | · | $27.64 | $23.57 | $23.01 | $19.24 | $19.56 | $19.98 | $16.26 | $14.19 | $14.55 | |
| Cash Flow / Share | · | $5.88 | · | · | · | $-1.24 | · | · | · | $3.48 | · | · | $0.33 | · | · | $1.92 | |
| Cash / Share | $30.71 | $24.39 | · | $22.61 | $20.26 | $23.20 | · | $11.13 | $11.00 | $9.57 | $8.20 | $6.46 | $4.88 | $6.07 | $5.24 | $5.34 | |
| Dividend / Share | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.64 | $0.64 | |
| EPS (TTM) | $16.92 | $15.17 | · | $7.93 | $7.04 | $5.16 | · | $10.09 | $5.77 | $3.89 | $-1.84 | $-3.47 | $-6.52 | $-8.58 | $-6.78 | $-1.01 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.34B | $6.14B | · | $5.82B | $5.77B | $5.60B | · | $5.48B | $5.02B | $4.80B | $4.41B | $4.24B | $3.94B | $3.54B | $3.57B | $3.81B | |
| Net Income TTM | $937M | $840M | · | $440M | $390M | $286M | · | $558M | $319M | $215M | $-102M | $-192M | $-361M | $-475M | $-376M | $-56M | |
| Market Cap | $5.91B | $4.88B | · | $4.70B | $3.73B | $3.10B | · | $3.49B | $2.94B | $2.86B | $1.55B | $1.68B | $1.76B | $1.57B | $2.45B | $3.05B | |
| P/E | 6.3 | 5.8 | · | 10.7 | 9.6 | 10.8 | · | 6.2 | 9.2 | 13.3 | -15.2 | -8.7 | -4.9 | -3.3 | -6.5 | -54.5 | |
| P/S | 0.9 | 0.8 | · | 0.8 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | 0.4 | 0.4 | 0.4 | 0.4 | 0.7 | 0.8 | |
| P/B | 2.1 | 1.9 | · | 2.1 | 1.9 | 1.7 | · | 1.9 | 1.8 | 1.8 | 1.1 | 1.2 | 1.2 | 1.0 | 1.5 | 1.6 | |
| P / Tangible Book | 2.1 | 1.9 | · | 2.2 | 1.9 | 1.7 | · | 1.9 | 1.8 | 1.8 | 1.2 | 1.2 | 1.2 | 1.1 | 1.5 | 1.6 | |
| P / Cash Flow | · | 15.0 | · | · | · | -45.1 | · | · | · | 14.8 | · | · | 96.7 | · | · | 28.6 | |
| Dividend Yield | 2.4% | 2.9% | · | 3.0% | 3.7% | 4.5% | · | 4.0% | 4.7% | 4.9% | 9.0% | 8.3% | 7.9% | 8.8% | 5.7% | 4.6% | |
| Earnings Yield | 15.9% | 17.2% | · | 9.3% | 10.4% | 9.2% | · | 16.0% | 10.9% | 7.5% | -6.6% | -11.5% | -20.5% | -30.2% | -15.3% | -1.8% | |
| Annual Payout | $139M | $139M | · | $139M | $139M | $139M | · | $139M | $139M | $139M | $139M | $139M | $139M | $139M | $139M | $139M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $5.99B | $5.48B | $4.63B | $3.64B | $3.99B |
| Beneficio neto | $541M | $468M | $96M | $-513M | $248M |
| EPS Diluido | $9.77 | $8.45 | $1.74 | $-9.26 | $4.48 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.03B | $991M | $416M | $317M | $460M |
Propietarios institucionales (13F) 366 declarantes · $3.1B total · A fecha de 30 de septiembre 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.
Tenedores
366
Valor en tenencia
$3.1B
Nuevas posiciones
71
Posiciones cerradas
28
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 71 (+15 vs trimestre anterior) | 28 (-18 vs trimestre anterior) | 147 (+26 vs trimestre anterior) | 76 (-2 vs trimestre anterior) | +471K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $479 604 077 | 4 498 256 | 15,45% | Acciones |
| VANGUARD GROUP INC | $291 138 369 | 3 095 241 | 9,38% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $230 638 047 | 2 163 143 | 7,43% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $189 937 773 | 1 781 446 | 6,12% | Acciones |
| Rubric Capital Management LP | $164 348 333 | 1 541 440 | 5,29% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $131 425 676 | 1 232 655 | 4,23% | Acciones |
| STATE STREET CORP | $123 675 148 | 1 159 962 | 3,98% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $102 499 623 | 961 217 | 3,30% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $102 406 883 | 960 484 | 3,30% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $83 342 935 | 781 682 | 2,68% | Acciones |
| Invesco Ltd. | $68 901 789 | 646 237 | 2,22% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $61 400 006 | 575 877 | 1,98% | Acciones |
| DG Capital Management, LLC | $51 461 529 | 482 663 | 1,66% | Acciones |
| MORGAN STANLEY | $42 722 403 | 400 696 | 1,38% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37 558 174 | 352 262 | 1,21% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $36 671 063 | 343 942 | 1,18% | Acciones |
| DG Capital Management, LLC | $35 600 418 | 333 900 | 1,15% | Opción de compra |
| NORTHERN TRUST CORP | $31 032 178 | 291 054 | 1,00% | Acciones |
| Nuveen, LLC | $28 196 299 | 264 456 | 0,91% | Acciones |
| Bank of New York Mellon Corp | $26 294 604 | 246 620 | 0,85% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $24 999 297 | 234 471 | 0,81% | Acciones |
| UBS Group AG | $24 167 022 | 226 665 | 0,78% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $22 446 282 | 210 526 | 0,72% | Acciones |
| JPMORGAN CHASE & CO | $21 964 529 | 203 742 | 0,71% | Acciones |
| ALGERT GLOBAL LLC | $21 732 355 | 203 830 | 0,70% | Acciones |
| GOLDMAN SACHS GROUP INC | $21 397 227 | 200 687 | 0,69% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $19 586 733 | 183 706 | 0,63% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $19 287 665 | 180 901 | 0,62% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $19 059 178 | 178 758 | 0,61% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $17 696 681 | 165 979 | 0,57% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $16 206 986 | 152 007 | 0,52% | Acciones |
| FEDERATED HERMES, INC. | $16 077 123 | 150 789 | 0,52% | Acciones |
| Allianz Asset Management GmbH | $13 899 943 | 130 369 | 0,45% | Acciones |
| SEI INVESTMENTS CO | $13 785 754 | 129 298 | 0,44% | Acciones |
| TWO SIGMA ADVISERS, LP | $13 187 212 | 140 200 | 0,42% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $13 127 161 | 123 121 | 0,42% | Acciones |
| Baird Financial Group, Inc. | $12 243 601 | 114 834 | 0,39% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $11 915 293 | 111 755 | 0,38% | Acciones |
| Russell Investments Group, Ltd. | $11 826 125 | 110 918 | 0,38% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $11 610 705 | 108 898 | 0,37% | Acciones |
| Public Sector Pension Investment Board | $11 514 427 | 107 995 | 0,37% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $10 262 602 | 96 254 | 0,33% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 160 886 | 95 300 | 0,33% | Opción de compra |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9 904 145 | 92 892 | 0,32% | Acciones |
| NORGES BANK | $9 499 842 | 89 100 | 0,31% | Acciones |
| PEAK6 LLC | $9 361 023 | 87 798 | 0,30% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9 229 667 | 86 566 | 0,30% | Acciones |
| FRANKLIN RESOURCES INC | $9 067 712 | 85 047 | 0,29% | Acciones |
| Candriam S.C.A. | $9 058 774 | 85 045 | 0,29% | Acciones |
| DENALI ADVISORS LLC | $8 693 262 | 81 535 | 0,28% | Acciones |
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 |
|---|---|---|---|---|---|
| Vicky Wai Yee Joseph | 30 de septiembre de 2026 | 35,30% | Presentación inicial | Inversión pasiva | 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.
Informantes de la empresa 40 insiders · 32 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mark Allan Ribisi | President and Chief Executive Officer of AIS Management LLC | 21 de febrero de 2026 A | 625 | 0 | 0 | $0 |
| Gabriel Tirador | President & CEO | 21 de febrero de 2026 A | 48 887 | 0 | 0 | $0 |
| Victor George Joseph | President & COO | 21 de febrero de 2026 A | 15 025 | 0 | 0 | $0 |
| Barnaby Joel Nardella | Chief Claims Officer | 20 de abril de 2026 A | · | 0 | 0 | $0 |
| Charles Toney | VP - Actuary | 20 de abril de 2026 A | 13 783 | 0 | 0 | $0 |
| Jenny Dickinson Chan | VP/Chief HR Officer | 21 de febrero de 2026 A | · | 0 | 0 | $0 |
| Nicholas Vincent Colby | VP/Chief Sales Officer | 21 de febrero de 2026 A | 0 | 0 | 0 | $0 |
| Ximeng Simon Zhang | VP and Chief Data & Analytics Officer | 21 de febrero de 2026 A | 1 500 | 0 | 0 | $0 |
| Wei Pang | VP/Chief Technology Officer | 21 de febrero de 2026 A | 0 | 0 | 0 | $0 |
| Katelyn Marie Gibbs | VP/Chief Experience Officer | 21 de febrero de 2026 A | 0 | 0 | 0 | $0 |
| Kelly Lynn Butler | VP and Chief Underwriting Officer | 21 de febrero de 2026 A | 0 | 0 | 0 | $0 |
| Jeffrey Michael Schroeder | VP/Chief Product Officer | 21 de febrero de 2026 A | 873 | 0 | 0 | $0 |
| Erik Dahl Thompson | VP/Chief Marketing Officer | 21 de febrero de 2026 A | 0 | 0 | 0 | $0 |
| Randall R Petro | VP/Chief Claims Officer | 21 de febrero de 2026 M | 0 | 0 | 0 | $0 |
| Christopher Graves | VP and Chief Investment Officer | 21 de febrero de 2026 A | 5 400 | 0 | 0 | $0 |
| Heidi C. Sullivan | VP/Chief Human Capital Officer | 3 de diciembre de 2024 S | 0 | 0 | 0 | $0 |
| George Joseph | Chairman of the Board | 23 de febrero de 2023 J | 0 | 0 | 0 | $0 |
| Judy A Walters | Vice President/Corp Secty | 20 de octubre de 2021 G | 3 200 | 0 | 0 | $0 |
| Brandt Minnich | VP/Marketing | 11 de mayo de 2020 P | 2 632 | 0 | 0 | $0 |
| Allan Lubitz | Senior VP-IT | 30 de julio de 2018 M | 14 540 | 0 | 0 | $0 |
| Robert Houlihan | Vice President - Product Mgmt | 7 de febrero de 2018 A | 9 032 | 0 | 0 | $0 |
| Kenneth G Kitzmiller | VP - Underwriting | 22 de febrero de 2016 F | 9 645 | 0 | 0 | $0 |
| Douglas S Menges | Senior VP/Chief Claims Officer | 6 de diciembre de 2013 P | 11 000 | 0 | 0 | $0 |
| John Sutton | Vice President | 15 de mayo de 2013 S | 0 | 0 | 0 | $0 |
| Bruce E Norman | Senior Vice President | 12 de marzo de 2009 P | 21 158 | 0 | 0 | $0 |
| Ronald Deep | Vice President | 2 de noviembre de 2007 A | · | 0 | 0 | $0 |
| Richard Mccathron | Vice President | 29 de mayo de 2007 S | 190 | 0 | 0 | $0 |
| Randy Farner | Vice President | 4 de mayo de 2007 A | · | 0 | 0 | $0 |
| Peter Simon | Vice President | 15 de febrero de 2007 M | 0 | 0 | 0 | $0 |
| Ken Vanwagner | Vice President | 28 de octubre de 2005 A | · | 0 | 0 | $0 |
| Joanna Y Moore | Claims - Vice President | 28 de octubre de 2005 A | 530 | 0 | 0 | $0 |
| Maria Fitzpatrick | VP/Chief Information Officer | 29 de octubre de 2004 A | 17 385 | 0 | 0 | $0 |
| George Gwyer Braunegg | Consejero | 10 de diciembre de 2025 P | 3 053 | 1 | 0 | $49 912 |
| Joshua Eric Little | Consejero | 28 de agosto de 2023 P | 3 250 | 0 | 0 | $0 |
| Mike Curtius | Consejero | 8 de noviembre de 2018 G | 17 544 | 0 | 0 | $0 |
| Donald Spuehler | Consejero | 12 de mayo de 2010 P | 3 200 | 0 | 0 | $0 |
| Donald P Newell | Consejero | 12 de marzo de 2009 P | 12 700 | 0 | 0 | $0 |
| Bruce Bunner | Consejero | 5 de septiembre de 2007 S | 500 | 0 | 0 | $0 |
| Theodore R Stalick | · | 21 de febrero de 2026 A | 4 343 | 0 | 0 | $0 |
| Abby Hosseini | · | 11 de junio de 2020 P | 667 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
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 |
|---|---|---|---|---|
| ENZL · iShares Trust | 4,31% | 862 080 SH | 11 de septiembre de 2026 | Diario |
| KBWP · Invesco Exchange-Traded Fund Trust … | 1,56% | 43 187 SH | 1 de octubre de 2026 | Diario |
| OSCV · ETF Series Solutions | 1,28% | 84 605 NS | 31 de julio de 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 1,03% | 5 702 SH | 2 de octubre de 2026 | Diario |
| PBD · Invesco Exchange-Traded Fund Trust … | 1,01% | 298 863 SH | 2 de octubre de 2026 | Diario |
| RZG · Invesco Exchange-Traded Fund Trust | 0,99% | 11 839 SH | 2 de octubre de 2026 | Diario |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,89% | 25 664 SH | 2 de octubre de 2026 | Diario |
| VAMO · Cambria ETF Trust | 0,87% | 8 866 NS | 31 de julio de 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,85% | 49 482 SH | 2 de octubre de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,81% | 4 651 NS | 31 de julio de 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,80% | 18 522 SH | 2 de octubre de 2026 | Diario |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,71% | 15 195 NS | 31 de julio de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,63% | 1 712 SH | 2 de octubre de 2026 | Diario |
| XSMO · Invesco Exchange-Traded Fund Trust | 0,60% | 171 251 SH | 2 de octubre de 2026 | Diario |
| ESSC · Strategy Shares | 0,54% | 1 830 NS | 31 de julio de 2026 | N-PORT |
| IDLV · Invesco Exchange-Traded Fund Trust … | 0,52% | 420 118 SH | 2 de octubre de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,41% | 79 615 SH | 2 de octubre de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,39% | 437 NS | 31 de julio de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,38% | 15 375 SH | 2 de octubre de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,38% | 48 302 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,31% | 31 645 SH | 19 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,31% | 8 119 SH | 2 de octubre de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,27% | 358 139 NS | 31 de julio de 2026 | N-PORT |
| IPKW · Invesco Exchange-Traded Fund Trust … | 0,26% | 358 736 SH | 2 de octubre de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,21% | 3 360 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,17% | 4 051 SH | 2 de octubre de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,17% | 21 613 SH | 19 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,16% | 10 755 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,15% | 92 941 SH | 19 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,13% | 31 418 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,13% | 183 153 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,12% | 994 NS | 31 de julio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,12% | 5 179 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 31 818 SH | 2 de octubre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 6 731 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,10% | 1 242 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,10% | 724 027 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,09% | 13 067 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 157 067 SH | 19 de agosto de 2026 | Diario |
| SCZ · iShares Trust | 0,07% | 2 428 816 SH | 11 de septiembre de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,06% | 403 029 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,05% | 44 814 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,05% | 4 500 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,04% | 2 063 NS | 31 de julio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,04% | 635 010 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 7 320 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 305 178 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,03% | 45 084 SH | 19 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,03% | 40 779 NS | 31 de julio de 2026 | N-PORT |
| IPAC · iShares Trust | 0,03% | 198 474 SH | 11 de septiembre de 2026 | Diario |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,03% | 23 309 SH | 2 de octubre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,03% | 113 385 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 5 158 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 4 108 NS | 31 de julio de 2026 | N-PORT |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 711 829 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 2 656 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,02% | 25 471 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,02% | 5 682 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 14 207 NS | 31 de julio de 2026 | N-PORT |
| IEFA · iShares Trust | 0,01% | 5 242 111 SH | 11 de septiembre de 2026 | Diario |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 28 090 SH | 2 de octubre de 2026 | Diario |
| IDEV · iShares Trust | 0,01% | 853 440 SH | 11 de septiembre de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,01% | 9 715 348 SH | 19 de agosto de 2026 | Diario |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 1 563 431 SH | 19 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,01% | 6 544 530 SH | 19 de agosto de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 106 938 SH | 19 de agosto de 2026 | Diario |
| VYMI · VANGUARD WHITEHALL FUNDS | 0,01% | 780 438 SH | 19 de agosto de 2026 | Diario |
| VSGX · VANGUARD WORLD FUND | 0,01% | 124 891 SH | 19 de agosto de 2026 | Diario |
| IXUS · iShares Trust | 0,01% | 1 235 861 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 9 592 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 35 433 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 7 237 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 878 493 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 538 837 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 191 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 1 622 706 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 251 526 SH | 9 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 237 498 SH | 11 de septiembre de 2026 | Diario |
| IAK · iShares Trust | · | 14 181 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 3 671 SH | 31 de agosto de 2026 | Diario |
| SVAL · iShares Trust | · | 6 264 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 1 124 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 2 604 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 36 558 SH | 11 de septiembre de 2026 | Diario |
MCY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 6 analistas
COMPRA
Objetivo mediano
$120.00
+17,4%
2 33,3%
Compra fuerte
2 33,3%
Compra
2 33,3%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
1 analistas · 2026-10-05Objetivo medio $120.00 +17,4%
Mín$120.00
Media$120.00
Máx$120.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MCY | $5.21B | 9.6 | 9.4% | 9.0% | 24.8% | · |
| ERIE | · | · | 7.2% | 13.8% | 25.0% | · |
| ORI | · | 12.3 | 11.0% | 10.2% | 16.2% | · |
| THG | · | 10.1 | 5.7% | 10.1% | 20.7% | · |
| KNSL | $9.05B | 18.1 | 18.0% | 26.9% | 27.4% | · |
| FAF | $6.27B | 10.2 | 21.6% | 8.3% | 11.9% | · |
| WTM | $5.15B | 4.8 | 66.8% | 29.6% | 22.3% | · |
| RLI | $5.88B | 14.6 | 6.3% | 21.4% | 23.0% | · |
| SIGI | $5.03B | 11.2 | 9.8% | 8.7% | 13.9% | · |
| NP | · | -112.2 | 33.7% | 23.4% | -9.9% | · |
| LMND | $5.40B | -31.8 | 40.2% | -22.4% | -31.2% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Ago 4, 2026