MORN Morningstar, Inc. - Common Stock
$218,31
Precio · Ago 21, 2026
Fundamentales a fecha de Jul 29, 2026
Rango 52S
$141–$266
62% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$237
+8% upside
P/E (TTM)
23.6
ROE
26.4%
Margen de Beneficio Neto
15.3%
Acerca de Morningstar, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Morningstar, Inc. es una empresa estadounidense de servicios financieros con sede en Chicago, Illinois. Fue fundada por Joe Mansueto en 1984. Proporciona una variedad de servicios de investigación financiera y gestión de inversiones.
Leer más
Morningstar, Inc. es una empresa estadounidense de servicios financieros con sede en Chicago, Illinois. Fue fundada por Joe Mansueto en 1984. Proporciona una variedad de servicios de investigación financiera y gestión de inversiones.
Con operaciones en 29 países, la investigación y las recomendaciones de Morningstar son consideradas por los periodistas financieros como influyentes en la industria de la gestión de activos. Una recomendación positiva o negativa de los analistas de Morningstar puede atraer o alejar dinero de cualquier fondo. A través de su división de gestión de activos, la empresa gestiona actualmente más de 244.000 millones de dólares al 31 de marzo de 2021.
La firma también ofrece software y plataformas de datos, tanto para particulares como para profesionales de la inversión, por ejemplo, "Morningstar Direct" y "Morningstar Advisor Workstation".
Historia
El fundador, Joe Mansueto, tuvo la idea de crear Morningstar en 1982 mientras revisaba los informes anuales de fondos mutualistas que había solicitado a varios gestores prominentes. Sin embargo, después de un año trabajando como analista bursátil para Harris Associates, viendo de cerca la industria de fondos y los competidores potenciales, se convenció de que la oportunidad estaba allí. Finalmente, fundó Morningstar en 1984 en su apartamento de Chicago con una inversión inicial de ´
80.000 $. Eligió el nombre Morningstar en referencia a la última frase de Walden, un libro de Henry David Thoreau; "el sol no es más que una estrella de la mañana".
En julio de 1999, Morningstar aceptó una inversión de 91 millones de dólares de SoftBank a cambio de una participación del 20 por ciento en la empresa. Las dos empresas habían formado una joint-venture en Japón el año anterior.
La oferta pública de venta de Morningstar se produjo el 3 de mayo de 2005, con 7.612.500 de acciones a 18,50 dólares cada una. La forma en que Morningstar se hizo pública es notable. Eligieron seguir los pasos de Google y usar el método OpenIPO en lugar del método tradicional. Esto permitió a los inversores individuales ofertar por el precio de las acciones y facilitó el mismo acceso a todos los inversores.
En febrero de 2015, Joe Mansueto poseía aproximadamente el 55% de las acciones en circulación de Morningstar.
En septiembre de 2016, Morningstar anunció que había nombrado a Kunal Kapoor como director ejecutivo, mientras que Mansueto se convertiría en presidente del Consejo de Administración.
En abril de 2020, Morningstar anunció que había llegado a un acuerdo para adquirir Sustainalytics, una firma de investigación y calificación especializada en inversiones de carácter ambiental, social y de gobernanza (ESG).
Productos y servicios
Morningstar ofrece una amplia gama de productos y servicios tanto a inversores minoristas como institucionales.
Gestión de inversiones
A través de su filial de gestión de inversiones, Morningstar cuenta actualmente con más de 244.000 millones de dólares en activos bajo asesoramiento y gestión.
Morningstar Direct
Morningstar Direct es una plataforma de software que proporciona datos y análisis para ayudar a los gestores de inversiones profesionales a crear nuevos productos y carteras.
Morningstar Office Cloud
Morningstar ofrece una plataforma integral basada en la nube para asesores, conocida como Morningstar Office Cloud. El software permite que los gestores financieros obtengan acceso a datos e investigaciones, analicen inversiones y se conecten con los inversores.
Morningstar Premium
La firma ofrece a los inversores minoristas e individuales acceso a noticias, investigación, análisis de acciones, bonos y fondos de inversión a través de su producto de suscripción 'Morningstar Premium'.
Calificaciones crediticias (NRSRO)
En 2010, Morningstar adquirió Realpoint, LLC, una antigua división del gigante de capital privado Capmark Finance y una organización de calificación estadística reconocida a nivel nacional (NRSRO). La firma fue renombrada como Morningstar Credit Ratings y compite con S&P, Moody's, Fitch Ratings y firmas similares de Wall Street en la investigación y calificación de productos de deuda estructurada, incluidos valores respaldados por hipotecas y valores respaldados por activos. Morningstar Credit Ratings emite calificaciones crediticias tanto para productos financieros estructurados (CMBS, RMBS, CLO) como para instituciones corporativas/financieras.
El 29 de mayo de 2019, Morningstar anunció públicamente su intención de ampliar significativamente la amplitud y el alcance de su negocio de calificaciones mediante la adquisición de DBRS por 669 millones de dólares.
Influencia y críticas
Morningstar es considerada una de las empresas más influyentes en la industria de gestión de inversiones. Esto puede llevar a que en ocasiones las calificaciones y recomendaciones de la empresa afecten a los fondos gestionados por la propia compañía. Las calificaciones de "estrellas" de la empresa a menudo son utilizadas por los gestores de fondos en sus estrategias de marketing, y las calificaciones de estrellas positivas aportan credibilidad a la estrategia de un fondo. Los analistas y los datos de Morningstar se citan con frecuencia en medios como el New York Times, el Wall Street Journal y el Financial Times.
En octubre de 2017, el Wall Street Journal publicó un artículo de primera plana en el que criticaba la influencia de Morningstar y cuestionaba el poder predictivo del sistema de calificación de la empresa. En respuesta, Morningstar proporcionó un análisis cuantitativo que muestra que los fondos con calificaciones más altas superan a los fondos con calificaciones más bajas, pero advirtió contra el uso de las calificaciones como marcador definitivo del rendimiento futuro.
Identidad corporativa
El logotipo actual de Morningstar fue diseñado por el famoso diseñador gráfico Paul Rand. El diseño presenta la "o" de Morningstar como un sol naciente, lo cual es un guiño a una cita de Henry David Thoreau que inspiró el nombre de la empresa. Mansueto considera el logotipo como “uno de nuestros activos más valiosos”.
Oficinas
La firma tiene su sede en Chicago, Illinois. Además, cuenta con otras oficinas regionales importantes en las ciudades de Nueva York, Londres, Hong Kong, París, Sídney, Shenzhen y otras.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
MORN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$218.31
Capitalización Bursátil
$8.30B
P/E (TTM)
23.6
BPA (TTM)
$8.87
Ingresos (TTM)
$2.45B
Rendimiento div.
0.93%
ROE
26.4%
Deuda/Capital
0.9
Rango 52S
$141 – $266
MORN 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
$2.45B
2016-12-31
→
2025-12-31
BPA
$8.87
2016-12-31
→
2025-12-31
Flujo de caja libre
$443M
2016-12-31
→
2025-12-31
Márgenes
15.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
MORN
Mediana de Pares
P/E (TTM)
23.6
22.9
P/S (TTM) (P/V (TTM))
3.4
3.0
P/B (P/C)
6.8
4.8
EV / EBITDA
12.3
—
Price / FCF (Precio / FCF)
18.8
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
MORN
Mediana de Pares
Operating Margin (Margen Operativo)
21.5%
—
Net Profit Margin (Margen de Beneficio Neto)
15.3%
4.5%
ROA
10.5%
4.2%
ROE
26.4%
16.4%
ROIC
17.3%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
MORN
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.9
0.0
Current Ratio (Ratio corriente)
1.0
1.6
Quick Ratio (Ratio Rápido)
0.9
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
MORN
Mediana de Pares
Revenue YoY (Ingresos interanuales)
7.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
9.3%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
12.0%
—
EPS YoY (EPS interanual)
3.4%
—
Net Income YoY (Beneficio Neto interanual)
1.2%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
MORN
Mediana de Pares
Payout Ratio (Ratio de Pago)
20.5%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
0.93%
Ratio de Pago
20.5%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 10 de julio de 2026 | $0,5000 |
| 2 de abril de 2026 | $0,5000 |
| 2 de enero de 2026 | $0,5000 |
| 3 de octubre de 2025 | $0,4550 |
| 11 de julio de 2025 | $0,4550 |
| 4 de abril de 2025 | $0,4550 |
| 3 de enero de 2025 | $0,4550 |
| 4 de octubre de 2024 | $0,4050 |
| 12 de julio de 2024 | $0,4050 |
| 4 de abril de 2024 | $0,4050 |
| 4 de enero de 2024 | $0,4050 |
| 5 de octubre de 2023 | $0,3750 |
| 6 de julio de 2023 | $0,3750 |
| 5 de abril de 2023 | $0,3750 |
| 5 de enero de 2023 | $0,3750 |
| 17 de octubre de 2022 | $0,3600 |
| 30 de junio de 2022 | $0,3600 |
| 31 de marzo de 2022 | $0,3600 |
| 6 de enero de 2022 | $0,3600 |
| 18 de octubre de 2021 | $0,3150 |
MORN 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
3 analistas · 2026-08-19
Mediana
$230.00
Media
$236.67
← Por Debajo de Todos los Objetivos
$218.31
Mín
$220.00
Máx
$260.00
Objetivo mediano
$230.00
+5,4%
Objetivo medio
$236.67
+8,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.24%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $3.10 | $2.89 | 0.21% |
| 31 de marzo de 2026 | $3.18 | $2.71 | 0.47% |
| 31 de diciembre de 2025 | $2.71 | $2.35 | 0.36% |
| 30 de septiembre de 2025 | $2.55 | $2.47 | 0.08% |
| 30 de junio de 2025 | $2.40 | $2.24 | 0.16% |
| 31 de marzo de 2025 | $2.23 | $2.10 | 0.13% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MORN | $8.64B | 24.5 | 7.5% | 15.3% | 26.4% | — |
| COIN | $60.57B | 50.8 | 9.4% | 17.5% | 9.4% | — |
| MSCI | $42.21B | 36.6 | 9.8% | 38.4% | -67.9% | — |
| TW | $25.32B | 28.4 | 18.9% | 39.6% | 13.2% | — |
| FDS | $14.05B | 24.0 | 5.4% | 25.7% | 28.1% | — |
| MKTX | $6.48B | 27.3 | 3.6% | 29.1% | 19.5% | — |
| MIAX | $3.80B | -44.4 | 19.7% | -5.1% | -10.8% | 31.6% |
| DFIN | $1.20B | 40.6 | -1.9% | 4.2% | 8.0% | — |
| GEMI | $1.17B | -0.6 | 26.3% | -324.6% | 220.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.45B | $2.28B | $2.04B | $1.87B | $1.70B | $1.39B | $1.18B | $1.02B | $912M | $799M | $789M | $760M | |
| Cost of Revenue | $953M | $896M | $844M | $779M | $698M | $556M | $483M | $411M | $387M | $344M | $330M | $319M | |
| SG&A Expense | $334M | $327M | $356M | $400M | $318M | $272M | $211M | $148M | $130M | $105M | $107M | $109M | |
| Operating Expenses | $1.94B | $1.85B | $1.81B | $1.70B | $1.44B | $1.17B | $989M | $804M | $742M | $618M | $598M | $654M | |
| Operating Income | $527M | $485M | $231M | $168M | $257M | $215M | $190M | $216M | $170M | $181M | $191M | $106M | |
| Other Non-op | $1M | $-1M | $14M | $-7M | $-4M | $-6M | $-3M | $2M | $-5M | $6M | $1M | $100.0K | |
| Pretax Income | $496M | $474M | $174M | $131M | $250M | $283M | $198M | $233M | $181M | $225M | $194M | $114M | |
| Income Tax | $122M | $104M | $33M | $56M | $63M | $60M | $46M | $48M | $43M | $64M | $63M | $36M | |
| Net Income | $374M | $370M | $141M | $70M | $193M | $224M | $152M | $183M | $137M | $161M | $133M | $78M | |
| EPS (Basic) | $8.93 | $8.64 | $3.31 | $1.65 | $4.50 | $5.22 | $3.56 | $4.30 | $3.21 | $3.74 | $3.00 | $1.75 | |
| EPS (Diluted) | $8.87 | $8.58 | $3.29 | $1.64 | $4.45 | $5.18 | $3.52 | $4.25 | $3.18 | $3.72 | $3.00 | $1.74 | |
| Shares (Basic) | 41,900,000 | 42,800,000 | 42,600,000 | 42,600,000 | 43,000,000 | 42,900,000 | 42,700,000 | 42,600,000 | 42,700,000 | 43,000,000 | 44,200,000 | 44,700,000 | |
| Shares (Diluted) | 42,200,000 | 43,100,000 | 42,900,000 | 42,900,000 | 43,400,000 | 43,200,000 | 43,200,000 | 43,000,000 | 43,000,000 | 43,300,000 | 44,300,000 | 44,900,000 | |
| EBITDA | $716M | $675M | $416M | $334M | $408M | $355M | $307M | $312M | $261M | $252M | $255M | $160M |
Balance general 29
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $474M | $503M | $338M | $377M | $484M | $422M | $334M | $369M | $308M | $259M | $207M | $185M | |
| Short-term Investments | $54M | $48M | $51M | $38M | $62M | $42M | $33M | $27M | $45M | $45M | $42M | $39M | |
| Receivables | $390M | $358M | $344M | $308M | $269M | $205M | $188M | $172M | $148M | $146M | $139M | $137M | |
| Prepaid Expense | $42M | $42M | $35M | $37M | $31M | $32M | · | · | · | · | · | · | |
| Other Current Assets | $25M | $11M | $5M | $11M | $2M | $6M | $24M | $17M | $28M | $22M | $22M | $30M | |
| Current Assets | $1.04B | $1.01B | $816M | $811M | $888M | $730M | $603M | $602M | $530M | $472M | $410M | $391M | |
| PP&E (Net) | $232M | $219M | $208M | $199M | $172M | $155M | $155M | $144M | $147M | $152M | $134M | $118M | |
| PP&E (Gross) | $1.13B | $1.01B | $922M | $810M | $701M | $607M | $532M | $495M | $432M | $367M | $304M | $250M | |
| Accum. Depreciation | $900M | $790M | $714M | $611M | $529M | $452M | $377M | $352M | $285M | $215M | $170M | $133M | |
| Goodwill | $1.61B | $1.56B | $1.58B | $1.57B | $1.21B | $1.21B | $1.04B | $557M | $565M | $557M | $364M | $370M | |
| Intangibles | $379M | $409M | $484M | $549M | $328M | $380M | $333M | $74M | $95M | $121M | $74M | $96M | |
| Other Non-current Assets | $12M | $9M | $9M | $10M | $12M | $14M | $12M | $5M | $6M | $9M | $11M | $7M | |
| Total Assets | $3.59B | $3.55B | $3.40B | $3.47B | $2.86B | $2.70B | $2.37B | $1.45B | $1.41B | $1.35B | $1.03B | $1.01B | |
| Accounts Payable | · | · | · | · | · | · | $59M | · | · | · | · | · | |
| Short-term Debt | $0 | · | $32M | $32M | $0 | · | $11M | · | · | $0 | $35M | $30M | |
| Current Liabilities | $1.05B | $967M | $881M | $882M | $784M | $626M | $496M | $363M | $323M | $295M | $304M | $294M | |
| Capital Leases | $147M | $170M | $151M | $177M | $136M | $138M | $139M | $0 | · | · | · | · | |
| Deferred Tax | $27M | $28M | $36M | $63M | $102M | $109M | $95M | $22M | $24M | $38M | $20M | $17M | |
| Other Non-current Liabilities | $14M | $11M | $9M | $14M | $14M | $34M | $11M | $38M | $21M | $36M | $30M | $11M | |
| Total Liabilities | $2.37B | $1.93B | $2.08B | $2.27B | $1.45B | $1.42B | $1.29B | $519M | $601M | $654M | $388M | $356M | |
| Long-term Debt | $1.07B | $699M | $940M | $1.08B | $359M | $449M | $513M | $70M | · | · | · | · | |
| Total Debt | $1.07B | $699M | $972M | $1.11B | $359M | $449M | $513M | · | · | $0 | $35M | $30M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Retained Earnings | $2.21B | $1.91B | $1.61B | $1.53B | $1.53B | $1.39B | $1.22B | $1.11B | $959M | $862M | $739M | $642M | |
| Treasury Stock | $1.79B | $994M | $986M | $987M | $764M | $767M | $729M | $727M | $708M | $668M | $620M | $524M | |
| AOCI | $-68M | $-119M | $-86M | $-99M | $-35M | $-22M | $-61M | $-75M | $-47M | $-82M | $-55M | $-25M | |
| Stockholders' Equity | $1.22B | $1.62B | $1.33B | $1.21B | $1.42B | $1.27B | $1.08B | $935M | $805M | $697M | $641M | $654M | |
| Liabilities + Equity | $3.59B | $3.55B | $3.40B | $3.47B | $2.86B | $2.70B | $2.37B | $1.45B | $1.41B | $1.35B | $1.03B | $1.01B | |
| Shares Outstanding | 39,740,881 | 42,869,380 | 42,728,182 | 42,480,051 | 43,136,273 | 42,898,158 | 42,848,359 | 42,624,118 | 42,547,707 | 42,932,994 | 43,403,076 | 44,345,763 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $190M | $190M | $185M | $167M | $151M | $140M | $118M | $97M | $91M | $71M | $64M | $55M | |
| Stock-based Comp | $56M | $55M | $53M | $83M | $42M | $37M | $44M | $32M | $24M | $14M | $17M | $18M | |
| Deferred Tax | $-42M | $-35M | $-32M | $-38M | $-12M | $-6M | $-6M | $-7M | $-14M | $5M | $3M | $3M | |
| Amort. of Intangibles | $60M | $64M | $70M | $67M | $62M | $59M | $36M | $21M | $24M | $19M | $22M | $22M | |
| Other Non-cash | $12M | $11M | $-30M | $15M | $76M | $-9M | $26M | $10M | $12M | $-37M | $22M | $-22M | |
| Operating Cash Flow | $590M | $592M | $316M | $298M | $450M | $384M | $334M | $315M | $250M | $214M | $242M | $137M | |
| CapEx | $147M | $143M | $119M | $130M | $102M | $77M | $80M | $76M | $67M | $63M | $57M | $58M | |
| Investing Cash Flow | $-139M | $-21M | $-82M | $-799M | $-168M | $-124M | $-746M | $-50M | $-61M | $-274M | $-80M | $-31M | |
| Net Debt Issued | · | · | · | · | · | · | $-166M | $-110M | $-70M | · | · | · | |
| Stock Repurchased | $787M | $12M | $1M | $226M | $1M | $42M | $5M | $21M | $42M | $49M | $97M | $77M | |
| Net Stock Activity | $-787M | $-12M | $-1M | $-226M | $-1M | $-42M | $-5M | $-21M | $-42M | $-49M | $-97M | $-77M | |
| Dividends Paid | $77M | $69M | $64M | $62M | $54M | $51M | $48M | $43M | $39M | $38M | $34M | $30M | |
| Financing Cash Flow | $-515M | $-384M | $-278M | $415M | $-212M | $-182M | $374M | $-189M | $-158M | $124M | $-128M | $-76M | |
| Net Change in Cash | $-28M | $165M | $-39M | $-107M | $61M | $88M | $-35M | $61M | $49M | $52M | $22M | $17M | |
| Taxes Paid | $172M | $116M | $73M | $75M | $81M | $58M | $63M | $67M | $47M | $58M | $50M | $30M | |
| Free Cash Flow | $443M | $449M | $197M | $168M | $348M | $308M | $254M | $239M | $184M | $151M | $182M | $74M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 21.5% | 21.3% | 11.3% | 9.0% | 15.1% | 15.5% | 16.1% | 21.2% | 18.6% | 22.6% | 24.2% | 13.9% | |
| Net Margin | 15.3% | 16.3% | 6.9% | 3.8% | 11.4% | 16.1% | 12.9% | 17.9% | 15.0% | 20.2% | 16.8% | 10.3% | |
| Pretax Margin | 20.3% | 21.6% | 8.9% | 7.0% | 14.7% | 20.4% | 16.8% | 22.8% | 19.9% | 28.2% | 24.6% | 15.0% | |
| EBITDA Margin | 29.3% | 29.7% | 20.4% | 17.9% | 24.0% | 25.5% | 26.1% | 30.6% | 28.6% | 31.5% | 32.3% | 21.1% | |
| ROA | 10.5% | 10.6% | 4.1% | 2.2% | 7.0% | 8.8% | 8.0% | 12.8% | 9.9% | 13.5% | 13.0% | 7.6% | |
| ROE | 26.4% | 23.2% | 11.0% | 5.9% | 13.8% | 18.3% | 14.3% | 19.7% | 18.2% | 24.1% | 20.5% | 11.7% | |
| ROIC | 17.3% | 16.5% | 8.2% | 4.1% | 10.9% | 9.9% | 9.2% | 18.4% | 16.1% | 18.6% | 19.1% | 10.6% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | 0.9 | 0.9 | 1.1 | 1.2 | 1.2 | 1.7 | 1.6 | 1.6 | 1.3 | 1.4 | |
| Quick Ratio | 0.9 | 0.9 | 0.8 | 0.8 | 1.0 | 1.1 | 1.1 | 1.6 | 1.6 | 1.5 | 1.3 | 1.2 | |
| Debt / Equity | 0.9 | 0.4 | 0.7 | 0.9 | 0.3 | 0.4 | 0.5 | · | · | 0.0 | 0.1 | 0.0 | |
| LT Debt / Equity | 0.9 | 0.4 | 0.7 | 0.9 | 0.3 | 0.4 | 0.5 | · | · | · | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 | 0.5 | 0.6 | 0.7 | 0.7 | 0.7 | 0.8 | 0.7 | |
| Receivables Turnover | 6.5 | 6.5 | 6.3 | 6.5 | 7.2 | 7.1 | 6.5 | 6.4 | 6.2 | 5.6 | 5.7 | 6.1 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.5% | 11.6% | 9.0% | 10.1% | 22.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.3% | 10.2% | 13.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 3.4% | 160.8% | 100.6% | -63.1% | -14.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 75.5% | 24.5% | -14.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1.2% | 162.2% | 100.1% | -63.5% | -13.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 74.4% | 24.1% | -14.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.45B | $2.28B | $2.04B | $1.87B | $1.70B | $1.39B | $1.18B | $1.02B | $912M | $799M | $789M | $760M | |
| Net Income TTM | $374M | $370M | $141M | $70M | $193M | $224M | $152M | $183M | $137M | $161M | $133M | $78M | |
| Market Cap | $8.64B | $14.44B | $12.23B | $9.20B | $14.75B | $9.93B | $6.48B | $5.12B | $4.13B | $3.16B | $3.49B | $2.87B | |
| Enterprise Value | $9.18B | $14.58B | $12.81B | $9.90B | $14.57B | $9.92B | $6.63B | · | · | $2.85B | $3.28B | $2.68B | |
| P/E | 24.5 | 39.2 | 87.0 | 132.1 | 76.9 | 44.7 | 43.0 | 25.8 | 30.5 | 19.8 | 26.8 | 37.2 | |
| P/S | 3.5 | 6.3 | 6.0 | 4.9 | 8.7 | 7.1 | 5.5 | 5.0 | 4.5 | 4.0 | 4.4 | 3.8 | |
| P/B | 7.1 | 8.9 | 9.2 | 7.6 | 10.4 | 7.8 | 6.0 | 5.5 | 5.1 | 4.5 | 5.5 | 4.4 | |
| P / Cash Flow | 14.6 | 24.4 | 38.7 | 30.9 | 32.8 | 25.8 | 19.4 | 16.3 | 16.5 | 14.8 | 14.6 | 21.7 | |
| P / FCF | 19.5 | 32.2 | 62.0 | 54.7 | 42.4 | 32.3 | 25.5 | 21.5 | 22.5 | 20.9 | 19.2 | 38.8 | |
| EV / EBITDA | 12.8 | 21.6 | 30.8 | 29.6 | 35.7 | 28.0 | 21.6 | · | · | 11.3 | 12.8 | 16.7 | |
| EV / FCF | 20.7 | 32.5 | 64.9 | 58.8 | 41.8 | 32.2 | 26.1 | · | · | 18.9 | 18.0 | 36.2 | |
| EV / Revenue | 3.8 | 6.4 | 6.3 | 5.3 | 8.6 | 7.1 | 5.6 | · | · | 3.6 | 4.2 | 3.5 | |
| Dividend Yield | 0.89% | 0.48% | 0.52% | 0.67% | 0.37% | 0.52% | 0.74% | 0.83% | 0.95% | 1.2% | 0.97% | 1.1% | |
| Earnings Yield | 4.1% | 2.5% | 1.1% | 0.76% | 1.3% | 2.2% | 2.3% | 3.9% | 3.3% | 5.1% | 3.7% | 2.7% | |
| Payout Ratio | 20.5% | 18.7% | 45.3% | 87.2% | 28.0% | 23.0% | 31.4% | 23.3% | 28.7% | 23.5% | 25.4% | 39.0% | |
| Annual Payout | $77M | $69M | $64M | $62M | $54M | $51M | $48M | $43M | $39M | $38M | $34M | $30M |
Estado de resultados 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $663M | $645M | $641M | $617M | $605M | $582M | $591M | $569M | $572M | $543M | $539M | $516M | $505M | $480M | $475M | $468M | |
| Cost of Revenue | $239M | $239M | $249M | $242M | $231M | $231M | $232M | $223M | $223M | $218M | $205M | $203M | $216M | $219M | $195M | $195M | |
| SG&A Expense | $98M | $84M | $90M | $86M | $82M | $76M | $89M | $78M | $80M | $80M | $92M | $90M | $90M | $84M | $106M | $117M | |
| Operating Expenses | $509M | $490M | $505M | $490M | $481M | $468M | $487M | $454M | $463M | $450M | $444M | $446M | $463M | $455M | $440M | $446M | |
| Operating Income | $161M | $156M | $160M | $128M | $125M | $114M | $168M | $116M | $108M | $93M | $94M | $70M | $42M | $24M | $36M | $22M | |
| Other Non-op | $4M | $-400.0K | $2M | $2M | $-1M | $-200.0K | $4M | $0 | $-9M | $3M | $10M | $-2M | $4M | $2M | $6M | $-14M | |
| Pretax Income | $147M | $142M | $148M | $123M | $116M | $108M | $146M | $152M | $90M | $87M | $83M | $57M | $32M | $2M | $31M | $-2M | |
| Income Tax | $38M | $35M | $36M | $31M | $26M | $27M | $34M | $30M | $19M | $21M | $14M | $17M | $-6M | $8M | $26M | $5M | |
| Net Income | $108M | $107M | $115M | $92M | $89M | $78M | $117M | $120M | $69M | $64M | $74M | $39M | $36M | $-8M | $3M | $-9M | |
| EPS (Basic) | $2.85 | $2.74 | $2.81 | $2.18 | $2.11 | $1.83 | $2.74 | $2.79 | $1.61 | $1.50 | $1.72 | $0.92 | $0.85 | $-0.18 | $0.08 | $-0.21 | |
| EPS (Diluted) | $2.83 | $2.73 | $2.79 | $2.17 | $2.09 | $1.82 | $2.72 | $2.77 | $1.60 | $1.49 | $1.72 | $0.91 | $0.84 | $-0.18 | $0.09 | $-0.21 | |
| Shares (Basic) | 37,800,000 | 39,100,000 | -85,200,000 | 42,100,000 | 42,200,000 | 42,800,000 | -85,600,000 | 42,900,000 | 42,800,000 | 42,700,000 | -85,200,000 | 42,700,000 | 42,600,000 | 42,500,000 | -85,500,000 | 42,500,000 | |
| Shares (Diluted) | 38,100,000 | 39,300,000 | -85,700,000 | 42,300,000 | 42,500,000 | 43,100,000 | -86,200,000 | 43,200,000 | 43,100,000 | 43,000,000 | -85,300,000 | 42,900,000 | 42,800,000 | 42,500,000 | -86,000,000 | 42,700,000 | |
| EBITDA | $214M | $208M | · | $175M | $174M | $161M | · | $161M | $158M | $140M | · | $117M | $89M | $69M | · | $66M |
Balance general 28
| 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 | · | · | $474M | · | · | · | $503M | · | · | · | · | · | · | · | · | · | |
| Short-term Investments | $34M | $39M | $54M | $40M | $38M | $48M | $48M | $49M | $48M | $55M | · | $39M | $35M | $33M | · | $34M | |
| Receivables | $383M | $403M | $390M | $364M | $384M | $342M | $358M | $328M | $336M | $326M | · | $298M | $322M | $298M | · | $284M | |
| Prepaid Expense | $57M | $57M | $42M | $42M | $49M | $54M | $42M | $44M | $45M | $49M | · | $41M | $46M | $48M | · | $40M | |
| Other Current Assets | $24M | $20M | $25M | $11M | $11M | $11M | $11M | $8M | $14M | $5M | · | $5M | $4M | $8M | · | $11M | |
| Current Assets | $1.03B | $1.06B | $1.04B | $979M | $1.04B | $1.01B | $1.01B | $1.02B | $876M | $831M | · | $758M | $807M | $781M | · | $789M | |
| PP&E (Net) | $240M | $235M | $232M | $226M | $226M | $222M | $219M | $212M | $210M | $211M | · | $204M | $206M | $202M | · | $188M | |
| PP&E (Gross) | · | · | $1.13B | · | · | · | $1.01B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $962M | $930M | $900M | $822M | $822M | $822M | $790M | $790M | $759M | $741M | · | $691M | $667M | $590M | · | $590M | |
| Goodwill | $1.75B | $1.75B | $1.61B | $1.61B | $1.62B | $1.60B | $1.56B | $1.58B | $1.57B | $1.57B | $1.58B | $1.57B | $1.58B | $1.58B | $1.57B | $1.54B | |
| Intangibles | $569M | $591M | $379M | $396M | $413M | $420M | $409M | $432M | $443M | $463M | · | $495M | $518M | $533M | · | $559M | |
| Other Non-current Assets | $22M | $18M | $12M | $10M | $9M | $9M | $9M | $7M | $7M | $8M | · | $9M | $10M | $10M | · | $11M | |
| Total Assets | $3.95B | $3.99B | $3.59B | $3.56B | $3.63B | $3.59B | $3.55B | $3.57B | $3.40B | $3.39B | · | $3.34B | $3.46B | $3.45B | · | $3.42B | |
| Short-term Debt | $18M | $18M | · | · | · | · | · | $0 | $0 | $32M | · | $32M | $32M | $32M | · | $32M | |
| Current Liabilities | $980M | $1.03B | $1.05B | $946M | $921M | $912M | $967M | $896M | $837M | $847M | · | $810M | $815M | $844M | · | $806M | |
| Capital Leases | $150M | $151M | $147M | $154M | $156M | $162M | $170M | $146M | $137M | $144M | · | $149M | $160M | $170M | · | $162M | |
| Deferred Tax | $22M | $22M | $27M | $27M | $30M | $30M | $28M | $30M | $30M | $33M | · | $52M | $58M | $66M | · | $72M | |
| Other Non-current Liabilities | $21M | $14M | $14M | $14M | $14M | $13M | $11M | $20M | $19M | $18M | · | $15M | $15M | $14M | · | $15M | |
| Total Liabilities | $2.92B | $2.97B | $2.37B | $2.04B | $2.02B | $1.98B | $1.93B | $2.00B | $1.97B | $2.01B | · | $2.10B | $2.22B | $2.25B | · | $2.24B | |
| Long-term Debt | $1.70B | $1.69B | · | $849M | $839M | $804M | · | $865M | $900M | $917M | · | $1.02B | $1.12B | $1.10B | · | $1.13B | |
| Total Debt | $1.73B | $1.73B | · | $849M | $839M | $804M | · | $865M | $900M | $982M | · | $1.09B | $1.19B | $1.16B | · | $1.19B | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Retained Earnings | $2.38B | $2.29B | $2.21B | $2.11B | $2.04B | $1.97B | $1.91B | $1.81B | $1.71B | $1.66B | · | $1.55B | $1.53B | $1.51B | · | $1.56B | |
| Treasury Stock | $2.19B | $2.09B | $1.79B | $1.39B | $1.22B | $1.10B | $994M | $982M | $984M | $986M | · | $986M | $987M | $987M | · | $982M | |
| AOCI | $-86M | $-79M | $-68M | $-71M | $-61M | $-102M | $-119M | $-74M | $-98M | $-97M | · | $-107M | $-84M | $-92M | · | $-141M | |
| Stockholders' Equity | $1.02B | $1.02B | $1.22B | $1.51B | $1.61B | $1.61B | $1.62B | $1.57B | $1.43B | $1.38B | $1.33B | $1.24B | $1.24B | $1.20B | $1.21B | $1.18B | |
| Liabilities + Equity | $3.95B | $3.99B | $3.59B | $3.56B | $3.63B | $3.59B | $3.55B | $3.57B | $3.40B | $3.39B | · | $3.34B | $3.46B | $3.45B | · | $3.42B | |
| Shares Outstanding | 37,513,530 | 38,027,605 | 39,740,881 | 41,506,582 | 42,176,959 | 42,501,250 | 42,869,380 | 42,884,181 | 42,838,572 | 42,745,570 | 42,728,182 | 42,699,798 | 42,653,561 | 42,550,943 | 42,480,051 | 42,472,580 |
Flujo de Efectivo 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $54M | $52M | $47M | $47M | $48M | $47M | $48M | $46M | $49M | $47M | $46M | $47M | $47M | $45M | $45M | $44M | |
| Stock-based Comp | $27M | $11M | $10M | $19M | $18M | $9M | $16M | $13M | $14M | $11M | $11M | $15M | $15M | $12M | $25M | $22M | |
| Amort. of Intangibles | $21M | $19M | $15M | $15M | $15M | $14M | $15M | $15M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $19M | |
| Other Non-cash | · | $-78M | · | · | · | $-44M | · | · | · | $-29M | · | · | · | $-26M | · | · | |
| Operating Cash Flow | $156M | $92M | $204M | $196M | $99M | $91M | $153M | $192M | $153M | $94M | $138M | $131M | $24M | $23M | $104M | $102M | |
| CapEx | $33M | $38M | $43M | $36M | $37M | $32M | $41M | $36M | $32M | $34M | $30M | $29M | $30M | $30M | $36M | $34M | |
| Investing Cash Flow | $-26M | $-384M | $-12M | $-33M | $-24M | $-71M | $24M | $14M | $-33M | $-27M | $-33M | $-21M | $-27M | $-700.0K | $-38M | $-36M | |
| Stock Repurchased | $100M | $300M | $395M | $170M | $112M | $110M | $12M | $0 | $0 | $0 | $0 | $0 | $1M | $0 | $8M | $15M | |
| Net Stock Activity | · | $-300M | · | · | · | $-110M | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $19M | $20M | $19M | $19M | $19M | $20M | $17M | $17M | $17M | $17M | $16M | $16M | $16M | $16M | $15M | $15M | |
| Financing Cash Flow | $-131M | $317M | $-194M | $-188M | $-108M | $-24M | $-199M | $-60M | $-82M | $-44M | $-103M | $-120M | $-6M | $-49M | $-77M | $-57M | |
| Net Change in Cash | $-3M | $18M | $300.0K | $-29M | $-8M | $9M | $-50M | $162M | $38M | $16M | $13M | $-18M | $-9M | $-24M | $4M | $-8M | |
| Taxes Paid | $67M | $27M | $38M | $40M | $80M | $14M | $50M | $22M | $32M | $12M | $26M | $14M | $24M | $9M | $18M | $12M | |
| Free Cash Flow | · | $54M | · | · | · | $59M | · | · | · | $60M | · | · | · | $-6M | · | · |
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 | 24.2% | 24.2% | · | 20.7% | 20.7% | 19.6% | · | 20.3% | 19.0% | 17.1% | · | 13.6% | 8.3% | 5.1% | · | 4.7% | |
| Net Margin | 16.2% | 16.6% | · | 14.8% | 14.7% | 13.5% | · | 21.0% | 12.1% | 11.8% | · | 7.6% | 7.1% | -1.6% | · | -1.9% | |
| Pretax Margin | 22.2% | 22.0% | · | 19.9% | 19.2% | 18.6% | · | 26.7% | 15.7% | 16.0% | · | 11.1% | 6.3% | 0.44% | · | -0.49% | |
| EBITDA Margin | 32.3% | 32.2% | · | 28.3% | 28.7% | 27.7% | · | 28.3% | 27.6% | 25.8% | · | 22.6% | 17.6% | 14.4% | · | 14.1% | |
| ROA | 2.9% | 2.8% | · | 2.6% | 2.5% | 2.2% | · | 3.5% | 2.0% | 1.9% | · | 1.2% | 1.0% | -0.24% | · | -0.29% | |
| ROE | 8.2% | 8.2% | · | 5.9% | 5.8% | 5.2% | · | 8.5% | 5.2% | 5.0% | · | 3.2% | 2.9% | -0.59% | · | -0.70% | |
| ROIC | 4.3% | 4.3% | · | 4.0% | 4.0% | 3.5% | · | 3.8% | 3.6% | 3.0% | · | 2.1% | 2.1% | -3.1% | · | 3.1% |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.0 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 1.0 | 0.9 | · | 1.0 | |
| Quick Ratio | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | |
| Debt / Equity | 1.7 | 1.7 | · | 0.6 | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.9 | 1.0 | 1.0 | · | 1.0 | |
| LT Debt / Equity | 1.7 | 1.7 | · | 0.6 | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.8 | 0.9 | 0.9 | · | 1.0 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.1 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.7 | 1.7 | · | 1.8 | 1.7 | 1.7 | · | 1.8 | 1.7 | 1.7 | · | 1.8 | 1.6 | 1.7 | · | 1.8 |
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 | $2.53B | $2.45B | · | $2.37B | $2.33B | $2.27B | · | $2.20B | $2.13B | $2.04B | · | $1.97B | $1.92B | $1.88B | · | $1.82B | |
| Net Income TTM | $396M | $366M | · | $379M | $356M | $332M | · | $292M | $208M | $132M | · | $59M | $50M | $60M | · | $116M | |
| Market Cap | $5.85B | $6.43B | · | $9.63B | $13.24B | $12.74B | · | $13.69B | $12.67B | $13.18B | · | $10.00B | $8.36B | $8.64B | · | $9.02B | |
| P/E | 15.9 | 19.2 | · | 26.2 | 37.9 | 39.0 | · | 47.1 | 61.1 | 100.8 | · | 172.2 | 170.5 | 148.2 | · | 79.2 | |
| P/S | 2.3 | 2.6 | · | 4.1 | 5.7 | 5.6 | · | 6.2 | 5.9 | 6.5 | · | 5.1 | 4.3 | 4.6 | · | 4.9 | |
| P/B | 5.7 | 6.3 | · | 6.4 | 8.2 | 7.9 | · | 8.7 | 8.8 | 9.5 | · | 8.0 | 6.8 | 7.2 | · | 7.6 | |
| P / Cash Flow | · | 70.3 | · | · | · | 140.1 | · | · | · | 140.8 | · | · | · | 369.2 | · | · | |
| P / FCF | · | 119.9 | · | · | · | 216.7 | · | · | · | 221.5 | · | · | · | -1416.2 | · | · | |
| Earnings Yield | 6.3% | 5.2% | · | 3.8% | 2.6% | 2.6% | · | 2.1% | 1.6% | 0.99% | · | 0.58% | 0.59% | 0.67% | · | 1.3% | |
| Payout Ratio | · | 18.6% | · | · | · | 24.8% | · | · | · | 27.0% | · | · | · | -209.2% | · | · |
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 | $2.45B | $2.28B | $2.04B | $1.87B | $1.70B |
| Margen Operativo % | 21.5% | 21.3% | 11.3% | 9.0% | 15.1% |
| Beneficio neto | $374M | $370M | $141M | $70M | $193M |
| EPS Diluido | $8.87 | $8.58 | $3.29 | $1.64 | $4.45 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.9 | 0.4 | 0.7 | 0.9 | 0.3 |
| Ratio corriente | 1.0 | 1.0 | 0.9 | 0.9 | 1.1 |
| Ratio Rápido | 0.9 | 0.9 | 0.8 | 0.8 | 1.0 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $443M | $449M | $197M | $168M | $348M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 455 declarantes · $3.3B 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 |
|---|---|---|---|---|
| 67 (-7 vs trimestre anterior) | 88 (0 vs trimestre anterior) | 127 (-37 vs trimestre anterior) | 167 (+4 vs trimestre anterior) | +1.9M |
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 |
|---|---|---|---|---|
| BAMCO INC /NY/ | $545 936 759 | 3 499 146 | 16,43% | Acciones |
| VANGUARD GROUP INC | $476 757 278 | 2 193 904 | 14,35% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $201 735 836 | 1 293 013 | 6,07% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $185 094 951 | 1 186 354 | 5,57% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $148 230 702 | 950 075 | 4,46% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $139 545 224 | 894 406 | 4,20% | Acciones |
| STATE STREET CORP | $111 784 117 | 716 473 | 3,36% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $87 052 139 | 557 955 | 2,62% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $79 151 924 | 507 319 | 2,38% | Acciones |
| TWO SIGMA ADVISERS, LP | $76 971 202 | 354 200 | 2,32% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $76 861 286 | 492 536 | 2,31% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $75 552 529 | 484 249 | 2,27% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $65 644 167 | 420 742 | 1,98% | Acciones |
| KENSICO CAPITAL MANAGEMENT CORP | $44 325 282 | 284 100 | 1,33% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $37 252 895 | 238 770 | 1,12% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32 161 339 | 206 136 | 0,97% | Acciones |
| Quantinno Capital Management LP | $31 706 536 | 203 220 | 0,95% | Acciones |
| JANE STREET GROUP, LLC | $30 803 809 | 197 435 | 0,93% | Acciones |
| Copeland Capital Management, LLC | $26 967 120 | 172 844 | 0,81% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $25 820 234 | 165 493 | 0,78% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $25 371 972 | 162 620 | 0,76% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $25 286 629 | 162 073 | 0,76% | Acciones |
| Brookfield Corp /ON/ | $24 462 688 | 156 792 | 0,74% | Acciones |
| NORGES BANK | $24 290 130 | 155 686 | 0,73% | Acciones |
| ROYCE & ASSOCIATES LP | $22 622 276 | 144 996 | 0,68% | Acciones |
| Gotham Asset Management, LLC | $22 201 490 | 142 299 | 0,67% | Acciones |
| BOSTON FINANCIAL MANGEMENT LLC | $22 200 573 | 65 924 | 0,67% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $21 355 706 | 136 878 | 0,64% | Acciones |
| AMERIPRISE FINANCIAL INC | $21 111 377 | 135 312 | 0,64% | Acciones |
| Cubist Systematic Strategies, LLC | $21 057 591 | 90 762 | 0,63% | Acciones |
| GOLDMAN SACHS GROUP INC | $19 286 100 | 123 613 | 0,58% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $18 464 523 | 118 347 | 0,56% | Acciones |
| AMERICAN CAPITAL MANAGEMENT INC | $17 934 031 | 114 947 | 0,54% | Acciones |
| FMR LLC | $17 762 487 | 113 848 | 0,53% | Acciones |
| DF DENT & CO INC | $16 596 453 | 106 374 | 0,50% | Acciones |
| JANUS HENDERSON GROUP PLC | $15 198 646 | 89 885 | 0,46% | Acciones |
| BANK OF AMERICA CORP /DE/ | $14 354 464 | 92 004 | 0,43% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $11 872 342 | 76 095 | 0,36% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $11 849 252 | 75 947 | 0,36% | Acciones |
| Candriam S.C.A. | $11 603 734 | 74 445 | 0,35% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $10 777 393 | 69 077 | 0,32% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $10 073 431 | 64 565 | 0,30% | Acciones |
| Chicago Capital, LLC | $9 512 868 | 60 972 | 0,29% | Acciones |
| BARLOW WEALTH PARTNERS, LLC | $9 506 045 | 57 602 | 0,29% | Acciones |
| PRUDENTIAL FINANCIAL INC | $9 499 746 | 60 888 | 0,29% | Acciones |
| WOLVERINE TRADING, LLC | $8 990 208 | 38 400 | 0,27% | Opción de compra |
| LOOMIS SAYLES & CO L P | $8 968 966 | 57 486 | 0,27% | Acciones |
| RHUMBLINE ADVISERS | $8 721 155 | 55 898 | 0,26% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $8 559 000 | 54 859 | 0,26% | Acciones |
| IEQ CAPITAL, LLC | $8 410 597 | 53 907 | 0,25% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $7 910 214 | 50 700 | 0,24% | Acciones |
| Mariner, LLC | $7 749 702 | 49 671 | 0,23% | Acciones |
| Squarepoint Ops LLC | $7 448 707 | 47 742 | 0,22% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $6 945 926 | 41 088 | 0,21% | Acciones |
| FIRST TRUST ADVISORS LP | $6 939 005 | 44 475 | 0,21% | Acciones |
| Swiss National Bank | $6 334 412 | 40 600 | 0,19% | Acciones |
| Engineers Gate Manager LP | $6 239 084 | 39 989 | 0,19% | Acciones |
| Touchstone Capital, Inc. | $6 085 312 | 26 228 | 0,18% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 507 506 | 35 300 | 0,17% | Opción de venta |
| ALGERT GLOBAL LLC | $5 491 436 | 35 197 | 0,17% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $5 275 192 | 33 811 | 0,16% | Acciones |
| Point72 Asset Management, L.P. | $5 110 279 | 32 754 | 0,15% | Acciones |
| XTX Topco Ltd | $5 092 181 | 32 638 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 973 958 | 29 423 | 0,15% | Acciones |
| Quadrature Capital Ltd | $4 924 927 | 31 566 | 0,15% | Acciones |
| California Public Employees Retirement System | $4 871 256 | 31 222 | 0,15% | Acciones |
| BENJAMIN EDWARDS INC | $4 700 846 | 30 131 | 0,14% | Acciones |
| Allianz Asset Management GmbH | $4 581 931 | 27 104 | 0,14% | Acciones |
| Congress Wealth Management LLC / DE / | $4 408 758 | 14 043 | 0,13% | Acciones |
| CITADEL ADVISORS LLC | $4 353 894 | 27 906 | 0,13% | Acciones |
| BlackRock, Inc. | $4 215 036 | 27 016 | 0,13% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $4 121 268 | 26 415 | 0,12% | Acciones |
| NICHOLAS COMPANY, INC. | $4 085 384 | 26 185 | 0,12% | Acciones |
| BARCLAYS PLC | $3 800 336 | 24 358 | 0,11% | Acciones |
| CAXTON ASSOCIATES LLP | $3 781 301 | 24 236 | 0,11% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $3 759 912 | 24 099 | 0,11% | Acciones |
| Retirement Systems of Alabama | $3 559 128 | 22 812 | 0,11% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3 480 806 | 22 310 | 0,10% | Acciones |
| Crawford Fund Management, LLC | $3 186 865 | 20 426 | 0,10% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $3 168 978 | 20 447 | 0,10% | Acciones |
| MidFirst Bank | $2 895 694 | 18 560 | 0,09% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $2 856 570 | 18 309 | 0,09% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2 843 885 | 18 661 | 0,09% | Acciones |
| Numerai GP LLC | $2 818 657 | 18 066 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 793 226 | 17 903 | 0,08% | Acciones |
| SEI INVESTMENTS CO | $2 584 870 | 16 571 | 0,08% | Acciones |
| AXXCESS WEALTH MANAGEMENT, LLC | $2 567 153 | 16 454 | 0,08% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 504 745 | 16 054 | 0,08% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $2 479 938 | 15 895 | 0,07% | Acciones |
| Focus Partners Wealth | $2 475 575 | 15 867 | 0,07% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2 472 293 | 15 846 | 0,07% | Acciones |
| PineBridge Investments, L.P. | $2 437 265 | 10 505 | 0,07% | Acciones |
| MORGAN STANLEY | $2 411 527 | 15 456 | 0,07% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $2 380 553 | 15 258 | 0,07% | Acciones |
| Berkeley, Inc | $2 371 849 | 15 202 | 0,07% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 354 342 | 15 090 | 0,07% | Acciones |
| Cardinal Capital Management | $2 348 258 | 15 051 | 0,07% | Acciones |
| Schonfeld Strategic Advisors LLC | $2 327 661 | 14 919 | 0,07% | Acciones |
| Fluent Financial, LLC | $2 240 759 | 14 362 | 0,07% | Acciones |
| CWM, LLC | $2 128 847 | 12 593 | 0,06% | Acciones |
Informantes de la empresa 45 insiders · 3 directivos · 4 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joseph D Mansueto | Executive Chairman | 21 de agosto de 2026 S | 7 943 851 | 0 | 269 | $-81 684 391 |
| Kimberly J Mcgarry | Chief Accounting Officer | 17 de noviembre de 2023 F | 2 307 | 0 | 0 | $0 |
| Bevin Desmond | Chief Talent & Culture Officer | 17 de noviembre de 2022 M | 24 774 | 0 | 0 | $0 |
| William M Lyons | Consejero | 3 de agosto de 2026 S | 12 904 | 0 | 2 | $-324 300 |
| Cheryl A Francis | Consejero | 15 de mayo de 2026 A | 36 934 | 0 | 0 | $0 |
| Stephen Joynt | Consejero | 15 de mayo de 2026 A | 6 282 | 0 | 0 | $0 |
| SoftBank Group Corp. | Propietario del 10% | 6 de mayo de 2005 S | 0 | 0 | 0 | $0 |
| Steven N Kaplan | — | 15 de mayo de 2026 A | 43 080 | 0 | 0 | $0 |
| Caroline J Tsay | — | 16 de mayo de 2025 S | 4 345 | 0 | 0 | $0 |
| Michael Holt | — | 15 de mayo de 2025 A | 5 551 | 0 | 0 | $0 |
| Conan Wiersema | — | 15 de mayo de 2025 A | 1 436 | 0 | 0 | $0 |
| Doniel Sutton | — | 15 de mayo de 2025 A | 3 826 | 0 | 0 | $0 |
| Daniel Joseph Dunn | — | 15 de mayo de 2025 A | 14 659 | 0 | 0 | $0 |
| Robin Diamonte | — | 15 de mayo de 2025 A | 10 194 | 0 | 0 | $0 |
| Gail S Landis | — | 15 de mayo de 2025 A | 6 069 | 0 | 0 | $0 |
| Kunal Kapoor | — | 15 de mayo de 2025 A | 138 058 | 0 | 0 | $0 |
| Jason Dubinsky | — | 13 de diciembre de 2024 S | 17 304 | 0 | 0 | $0 |
| Jack Noonan | — | 15 de mayo de 2020 A | 8 359 | 0 | 0 | $0 |
| Tricia Rothschild | — | 15 de noviembre de 2019 A | 9 666 | 0 | 0 | $0 |
| Patrick J Maloney | — | 15 de noviembre de 2019 A | 3 103 | 0 | 0 | $0 |
| Daniel Needham | — | 15 de noviembre de 2019 A | 24 533 | 0 | 0 | $0 |
| Haywood Kelly | — | 15 de noviembre de 2019 A | 17 575 | 0 | 0 | $0 |
| Hugh J Zentmyer | — | 15 de mayo de 2019 A | 20 157 | 0 | 0 | $0 |
| Robert B Pinkerton | — | 15 de noviembre de 2016 F | 2 717 | 0 | 0 | $0 |
| Stephane Biehler | — | 15 de noviembre de 2016 F | 18 052 | 0 | 0 | $0 |
| Catherine Gillis Odelbo | — | 28 de octubre de 2016 A | 228 539 | 0 | 0 | $0 |
| James Tanner | — | 15 de mayo de 2016 F | 5 758 | 0 | 0 | $0 |
| Paul W Sturm | — | 15 de mayo de 2016 A | 46 656 | 0 | 0 | $0 |
| Donald James Phillips II | — | 15 de mayo de 2016 A | 160 187 | 0 | 0 | $0 |
| David W Williams | — | 15 de mayo de 2016 F | 43 605 | 0 | 0 | $0 |
| Gregory R Goff | — | 15 de noviembre de 2015 F | 18 161 | 0 | 0 | $0 |
| Richard E Robbins | — | 31 de julio de 2015 A | 24 658 | 0 | 0 | $0 |
| Thomas Idzorek | — | 30 de enero de 2015 A | 27 533 | 0 | 0 | $0 |
| Christopher P Boruff | — | 31 de enero de 2014 A | 54 657 | 0 | 0 | $0 |
| Richard Scott Cooley | — | 31 de octubre de 2013 A | 28 500 | 0 | 0 | $0 |
| Peng Chen | — | 15 de mayo de 2012 A | 36 006 | 0 | 0 | $0 |
| Elizabeth Kirscher | — | 15 de mayo de 2012 F | 45 451 | 0 | 0 | $0 |
| Tao Huang | — | 31 de enero de 2011 M | 476 096 | 0 | 0 | $0 |
| Patrick J Reinkemeyer | — | 10 de noviembre de 2010 M | 66 717 | 0 | 0 | $0 |
| Frank S Ptak | — | 15 de mayo de 2009 A | 9 416 | 0 | 0 | $0 |
| John A Rekenthaler | — | 15 de mayo de 2008 A | 157 375 | 0 | 0 | $0 |
| Timothy K Armour | — | 13 de febrero de 2008 M | 450 229 | 0 | 0 | $0 |
| Arthur J Lutschaunig | — | 10 de julio de 2007 D | 1 273 | 0 | 0 | $0 |
| Martha Dustin Boudos | — | 10 de julio de 2007 M | 41 066 | 0 | 0 | $0 |
| Michael C Henkel | — | 15 de mayo de 2006 A | 11 243 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 96 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 |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 3,19% | 2 617 NS | 30 de abril de 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,64% | 39 143 SH | 20 de agosto de 2026 | Diario |
| TMFM · RBB Fund, Inc. | 1,44% | 9 247 NS | 31 de mayo de 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,77% | 1 446 NS | 31 de mayo de 2026 | N-PORT |
| KBWR · Invesco Exchange-Traded Fund Trust … | 0,74% | 2 075 NS | 31 de mayo de 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,59% | 37 712 NS | 30 de abril de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,58% | 155 243 SH | 20 de agosto de 2026 | Diario |
| VUSE · ETF Series Solutions | 0,50% | 19 044 NS | 31 de mayo de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,43% | 25 NS | 30 de abril de 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,27% | 32 591 NS | 31 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,24% | 17 954 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,16% | 21 689 SH | 20 de agosto de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,16% | 2 964 NS | 30 de abril de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,15% | 2 989 SH | 20 de agosto de 2026 | Diario |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,14% | 2 622 NS | 31 de mayo de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,14% | 11 349 SH | 20 de agosto de 2026 | Diario |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,13% | 4 057 NS | 30 de abril de 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,12% | 1 362 NS | 31 de mayo de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,11% | 7 235 SH | 20 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,11% | 2 662 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,10% | 3 753 NS | 30 de abril de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,10% | 9 662 SH | 19 de agosto de 2026 | Diario |
| MVV · ProShares Trust | 0,09% | 794 NS | 31 de mayo de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,09% | 35 595 SH | 19 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,09% | 10 664 SH | 19 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 10 271 NS | 30 de abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 250 133 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 3 111 SH | 20 de agosto de 2026 | Diario |
| SCHM · SCHWAB STRATEGIC TRUST | 0,08% | 62 275 NS | 31 de mayo de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,08% | 379 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,07% | 36 536 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,07% | 3 459 SH | 20 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,07% | 9 981 SH | 20 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,07% | 903 SH | 20 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,07% | 54 888 NS | 30 de abril de 2026 | N-PORT |
| IYG · iShares Trust | 0,07% | 6 743 SH | 20 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,06% | 2 128 SH | 20 de agosto de 2026 | Diario |
| IYF · iShares Trust | 0,06% | 12 744 SH | 20 de agosto de 2026 | Diario |
| UMDD · ProShares Trust | 0,06% | 111 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,06% | 10 108 SH | 20 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,05% | 6 519 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,04% | 1 032 NS | 30 de abril de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,04% | 925 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 253 193 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,04% | 434 578 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,04% | 32 898 SH | 19 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,04% | 1 118 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,04% | 1 236 SH | 20 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,04% | 27 181 SH | 20 de agosto de 2026 | Diario |
| DIVB · iShares Trust | 0,03% | 2 786 SH | 20 de agosto de 2026 | Diario |