MPB Mid Penn Bancorp - Common Stock
MPB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
MPB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 3 de agosto de 2026 | $0,2300 |
| 4 de mayo de 2026 | $0,2200 |
| 6 de febrero de 2026 | $0,2700 |
| 10 de noviembre de 2025 | $0,2200 |
| 8 de agosto de 2025 | $0,2000 |
| 8 de mayo de 2025 | $0,2000 |
| 7 de febrero de 2025 | $0,2000 |
| 8 de noviembre de 2024 | $0,2000 |
| 9 de agosto de 2024 | $0,2000 |
| 9 de mayo de 2024 | $0,2000 |
| 8 de febrero de 2024 | $0,2000 |
| 9 de noviembre de 2023 | $0,2000 |
| 9 de agosto de 2023 | $0,2000 |
| 9 de mayo de 2023 | $0,2000 |
| 9 de febrero de 2023 | $0,2000 |
| 9 de noviembre de 2022 | $0,2000 |
| 9 de agosto de 2022 | $0,2000 |
| 9 de mayo de 2022 | $0,2000 |
| 10 de febrero de 2022 | $0,2000 |
| 9 de noviembre de 2021 | $0,2000 |
MPB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 28,6%
- Compra 4 57,1%
- Mantener 1 14,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-18Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.87 | $0.80 | 0.07% |
| 31 de marzo de 2026 | $0.39 | $0.80 | -0.41% |
| 31 de diciembre de 2025 | $0.83 | $0.85 | -0.02% |
| 30 de septiembre de 2025 | $0.79 | $0.59 | 0.20% |
| 30 de junio de 2025 | $0.32 | $0.37 | -0.05% |
| 31 de marzo de 2025 | $0.71 | $0.66 | 0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MPB | $715M | 12.2 | 26.1% | 24.9% | 7.1% | — |
| SBSI | — | 13.3 | -8.1% | 29.2% | 8.4% | — |
| CPF | $822M | 10.9 | 33.8% | 149.5% | 13.3% | — |
| THFF | $718M | 9.0 | 20.2% | 30.2% | 12.8% | — |
| HAFC | $808M | 10.8 | 15.3% | 28.2% | 9.8% | — |
| FMNB | — | 9.2 | 3.9% | — | — | — |
| FCBC | $618M | 12.7 | 0.99% | 29.1% | 9.7% | — |
| NBBK | $907M | 14.8 | 23.0% | 23.5% | 6.3% | — |
| CCBG | $727M | 11.8 | 8.1% | 24.2% | 11.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $89M | $18M | $15M | $20M | $25M | $13M | $6M | $5M | $5M | $4M | |
| Interest Income | $324M | $287M | $236M | $166M | $123M | $108M | $95M | $69M | $44M | $40M | $36M | $31M | |
| Pretax Income | $72M | $60M | $45M | $67M | $36M | $31M | $21M | $13M | $12M | $10M | $8M | $7M | |
| Income Tax | $16M | $11M | $7M | $13M | $7M | $5M | $4M | $2M | $4M | $2M | $2M | $1M | |
| Net Income | $56M | $49M | $37M | $55M | $29M | $26M | $18M | $11M | $7M | $8M | $7M | $6M | |
| EPS (Basic) | $2.59 | $2.90 | $2.29 | $3.44 | $2.71 | $3.11 | $2.09 | $1.48 | $1.67 | $1.85 | $1.47 | $1.53 | |
| EPS (Diluted) | $2.55 | $2.90 | $2.29 | $3.44 | $2.71 | $3.10 | $2.09 | $1.48 | $1.67 | · | $1.47 | $1.53 | |
| Shares (Basic) | 21,757,060 | 17,026,240 | 16,319,006 | 15,912,877 | 10,806,009 | 8,439,427 | 8,468,586 | 7,071,091 | 4,236,616 | 4,229,284 | 4,106,548 | 3,495,705 | |
| Shares (Diluted) | 22,022,475 | 17,070,862 | 16,350,963 | 15,934,635 | 10,819,579 | 8,443,092 | 8,492,073 | 7,091,797 | 4,252,561 | · | 4,106,548 | 3,495,705 |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | · | $13M | $10M | |
| PP&E (Net) | $49M | $39M | $37M | $34M | $33M | $25M | $25M | $25M | $16M | $11M | $14M | $12M | |
| PP&E (Gross) | $73M | $67M | $63M | $56M | $51M | $40M | $38M | $37M | $26M | $22M | $24M | $21M | |
| Accum. Depreciation | $24M | $28M | $26M | $22M | $17M | $15M | $13M | $12M | $10M | $10M | $10M | $9M | |
| Goodwill | $137M | $128M | $127M | $114M | $114M | $63M | $63M | $63M | $4M | $4M | $4M | $1M | |
| Intangibles | $15M | $6M | $6M | $7M | $9M | $4M | $6M | $7M | $434.0K | $539.0K | $665.0K | $187.0K | |
| Total Assets | $6.13B | $5.47B | $5.29B | $4.50B | $4.69B | $3.00B | $2.23B | $2.08B | $1.17B | $1.03B | $932M | $756M | |
| Short-term Debt | $21M | $2M | $242M | $103M | $0 | $126M | $0 | $43M | $35M | · | $32M | $578.0K | |
| Total Liabilities | $5.32B | $4.82B | $4.75B | $3.99B | $4.20B | $2.74B | $1.99B | $1.85B | $1.09B | $962M | $862M | $697M | |
| Total Debt | $21M | $2M | $242M | $103M | · | $126M | · | $43M | $35M | · | $32M | $578.0K | |
| Common Stock | $24M | $20M | $17M | $16M | $16M | $9M | $8M | $8M | $4M | $4M | $4M | $3M | |
| Paid-in Capital | $589M | $480M | $406M | $387M | $385M | $179M | $178M | $178M | $41M | · | $41M | $30M | |
| Retained Earnings | $220M | $182M | $146M | $133M | $91M | $70M | $51M | $40M | $33M | $28M | $23M | $19M | |
| Treasury Stock | $12M | $10M | $10M | $5M | $2M | $2M | · | · | · | · | · | · | |
| AOCI | $-6M | $-17M | $-17M | $-19M | $158.0K | $-57.0K | $343.0K | $-2M | $-2M | $-3M | $2M | $2M | |
| Stockholders' Equity | $814M | $655M | $542M | $512M | $490M | $256M | $238M | $224M | $76M | $70M | $70M | $59M | |
| Liabilities + Equity | $6.13B | $5.47B | $5.29B | $4.50B | $4.69B | $3.00B | $2.23B | $2.08B | $1.17B | $1.03B | $932M | $756M | |
| Shares Outstanding | 23,047,203 | 19,796,519 | 16,998,929 | 16,094,486 | 16,056,282 | 8,419,183 | 8,480,938 | 8,459,918 | 4,242,216 | 4,233,297 | 4,226,717 | 3,497,829 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $2M | $1M | $1M | $1M | $696.0K | $414.0K | · | · | · | · | · | · | |
| Deferred Tax | $14M | $2M | $-2M | $2M | $484.0K | $-1M | $665.0K | $1M | $2M | $-336.0K | $997.0K | $-112.0K | |
| Amort. of Intangibles | $3M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $104.0K | $126.0K | $114.0K | $63.0K | |
| Operating Cash Flow | $80M | $51M | $52M | $60M | $66M | $14M | $8M | $11M | $12M | $22M | $13M | $9M | |
| CapEx | $8M | $7M | $3M | $4M | $3M | $4M | $4M | $9M | $7M | $775.0K | $1M | $1M | |
| Investing Cash Flow | $83M | $-209M | $-409M | $-705M | $169M | $-589M | $-27M | $22M | $-164M | $-87M | · | · | |
| Debt Issued | $0 | $0 | $25M | $0 | $0 | $70M | $14M | $30M | · | · | · | $30M | |
| Net Debt Issued | $0 | $0 | $25M | $0 | · | $70M | · | $30M | · | · | · | $30M | |
| Stock Issued | $0 | $76M | $0 | $0 | $70M | $0 | · | · | · | · | · | · | |
| Stock Repurchased | $2M | $323.0K | $5M | $3M | $128.0K | $2M | · | · | · | · | · | · | |
| Net Stock Activity | $-2M | $76M | $-5M | $-3M | $-128.0K | $-2M | · | · | · | · | · | · | |
| Dividends Paid | $18M | $14M | $13M | $13M | $9M | $7M | $7M | $5M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $-135M | $131M | $392M | $-208M | $375M | $740M | $118M | $-16M | $129M | $98M | · | · | |
| Net Change in Cash | $28M | $-26M | $36M | $-853M | $610M | $165M | $99M | $17M | $-22M | $33M | $3M | $1M | |
| Taxes Paid | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $72M | $44M | $49M | $56M | $62M | $10M | · | $2M | $5M | $21M | $12M | $8M | |
| Levered FCF | · | · | $-26M | $41M | $50M | $-6M | · | $-9M | $1M | $17M | $8M | $4M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 24.9% | 27.6% | 22.4% | 32.0% | 22.5% | 24.7% | · | 16.7% | 16.4% | 19.1% | 18.1% | 19.4% | |
| Pretax Margin | 32.0% | 33.5% | 26.8% | 39.3% | 27.7% | 29.5% | · | 20.1% | 26.8% | 24.7% | 22.7% | 24.3% | |
| ROA | 0.97% | 0.92% | 0.76% | 1.2% | 0.76% | 1.0% | · | 0.65% | 0.64% | 0.79% | 0.77% | 0.78% | |
| ROE | 7.1% | 8.1% | 7.0% | 10.8% | 7.0% | 10.4% | · | 4.8% | 9.3% | 10.7% | 9.0% | 9.7% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.4 | 0.2 | · | 0.5 | · | 0.2 | 0.5 | · | 0.5 | 0.0 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 26.1% | 7.3% | -2.6% | 31.8% | 22.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.6% | 11.3% | 16.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -12.1% | 26.6% | -33.4% | 26.9% | -12.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -9.5% | 2.3% | -9.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -3.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 13.8% | 32.2% | -31.8% | 86.9% | 11.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.87% | 19.0% | 12.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 16.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 22.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $226M | $179M | $167M | $171M | $130M | $106M | $83M | $63M | $43M | $41M | $36M | $29M | |
| Net Income TTM | $56M | $49M | $37M | $55M | $29M | $26M | $18M | $11M | $7M | $8M | $7M | $6M | |
| Market Cap | $715M | $558M | $402M | $476M | $507M | $184M | · | $195M | $140M | · | $68M | $54M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | $86M | $45M | |
| P/E | 12.2 | 9.9 | 10.6 | 8.7 | 11.7 | 7.1 | 13.8 | 15.6 | 19.8 | 16.2 | 11.0 | 10.2 | |
| P/S | 3.2 | 3.1 | 2.4 | 2.8 | 3.9 | 1.7 | · | 3.1 | 3.2 | · | 1.9 | 1.8 | |
| P/B | 0.9 | 0.9 | 0.7 | 0.9 | 1.0 | 0.7 | · | 0.9 | 1.9 | · | 1.0 | 0.9 | |
| P / Tangible Book | 1.1 | 1.1 | 1.0 | 1.2 | 1.4 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 8.9 | 10.9 | 7.7 | 7.9 | 7.7 | 13.1 | · | 17.7 | 11.8 | · | 5.2 | 6.3 | |
| P / FCF | 10.0 | 12.6 | 8.2 | 8.5 | 8.1 | 17.8 | · | 96.2 | 28.0 | · | 5.8 | 7.1 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | 7.4 | 5.9 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | 2.4 | 1.5 | |
| Dividend Yield | 2.5% | 2.5% | 3.2% | 2.7% | 1.8% | 3.5% | · | 2.3% | 1.6% | · | 2.6% | 2.9% | |
| Earnings Yield | 8.2% | 10.1% | 9.4% | 11.5% | 8.5% | 14.2% | 7.3% | 6.4% | 5.1% | 6.2% | 9.1% | 9.8% | |
| Payout Ratio | 32.3% | 28.0% | 34.7% | 23.2% | 30.3% | 24.8% | · | 42.6% | 31.1% | 36.8% | 27.3% | 27.6% | |
| Annual Payout | $18M | $14M | $13M | $13M | $9M | $7M | $7M | $5M | $2M | $2M | $2M | $2M |
Estado de resultados 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $32M | · | $26M | $20M | $14M | · | $4M | |
| Interest Income | $97M | $84M | $85M | $87M | $80M | $72M | $73M | $74M | $71M | $68M | $66M | $63M | $57M | $50M | $47M | $43M | |
| Pretax Income | $28M | $11M | $27M | $24M | $4M | $17M | $16M | $15M | $14M | $15M | $14M | $12M | $5M | $14M | $19M | $19M | |
| Income Tax | $6M | $3M | $8M | $6M | $-480.0K | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $142.0K | $3M | $4M | $4M | |
| Net Income | $22M | $9M | $19M | $18M | $5M | $14M | $13M | $12M | $12M | $12M | $12M | $9M | $5M | $11M | $16M | $15M | |
| EPS (Basic) | $0.86 | $0.36 | $0.86 | $0.80 | $0.22 | $0.71 | $0.72 | $0.74 | $0.71 | $0.73 | $0.73 | $0.56 | $0.29 | $0.71 | $0.99 | $0.97 | |
| EPS (Diluted) | $0.85 | $0.36 | $0.83 | $0.79 | $0.22 | $0.71 | $0.72 | $0.74 | $0.71 | $0.73 | $0.74 | $0.56 | $0.29 | $0.70 | $0.99 | $0.97 | |
| Shares (Basic) | 25,330,234 | 23,949,008 | -42,170,928 | 23,005,504 | 21,566,617 | 19,355,867 | -32,730,602 | 16,612,657 | 16,576,283 | 16,567,902 | -32,372,478 | 16,571,825 | 16,233,473 | 15,886,186 | -31,856,662 | 15,877,592 | |
| Shares (Diluted) | 25,624,750 | 24,314,139 | -42,270,792 | 23,277,567 | 21,599,435 | 19,416,265 | -32,805,033 | 16,657,169 | 16,605,353 | 16,613,373 | -32,430,435 | 16,594,999 | 16,255,278 | 15,931,121 | -31,879,657 | 15,887,871 |
Balance general 17
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $49M | $50M | $49M | $48M | $48M | $40M | $39M | $34M | $34M | $36M | · | $39M | $39M | $34M | · | $34M | |
| PP&E (Gross) | · | · | $73M | · | · | · | $67M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $24M | · | · | · | $28M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $157M | $157M | $137M | $137M | $135M | $128M | $128M | $128M | $127M | $127M | $127M | $130M | $129M | $114M | $114M | $114M | |
| Intangibles | $31M | $33M | $15M | $16M | $17M | $6M | $6M | $7M | $6M | $6M | · | $7M | $7M | $7M | · | $7M | |
| Total Assets | $7.06B | $6.96B | $6.13B | $6.27B | $6.35B | $5.55B | $5.47B | $5.53B | $5.39B | $5.33B | · | $5.22B | $5.09B | $4.58B | · | $4.33B | |
| Short-term Debt | $138M | $32M | $21M | $0 | $0 | $25M | $2M | $114M | $200M | $272M | · | $139M | $112M | $88M | · | · | |
| Total Liabilities | $6.16B | $6.08B | $5.32B | $5.47B | $5.58B | $4.88B | $4.82B | $4.95B | $4.83B | $4.78B | · | $4.69B | $4.56B | $4.07B | · | $3.83B | |
| Total Debt | $138M | $32M | · | $0 | $0 | $25M | · | $114M | $200M | $272M | · | $139M | $112M | $88M | · | · | |
| Common Stock | $26M | $26M | $24M | $24M | $23M | $20M | $20M | $17M | $17M | $17M | · | $17M | $17M | $16M | · | $16M | |
| Paid-in Capital | $662M | $660M | $589M | $588M | $584M | $481M | $480M | $407M | $407M | $406M | · | $405M | $405M | $387M | · | $386M | |
| Retained Earnings | $238M | $222M | $220M | $205M | $192M | $191M | $182M | $172M | $163M | $155M | · | $137M | $131M | $130M | · | $121M | |
| Treasury Stock | $15M | $12M | $12M | $12M | $12M | $10M | $10M | $10M | $10M | $10M | · | $9M | $9M | $5M | · | $5M | |
| AOCI | $-9M | $-8M | $-6M | $-9M | $-12M | $-14M | $-17M | $-13M | $-17M | $-17M | · | $-21M | $-18M | $-17M | · | $-19M | |
| Stockholders' Equity | $902M | $887M | $814M | $796M | $776M | $668M | $655M | $573M | $560M | $551M | $542M | $529M | $526M | $511M | $512M | $499M | |
| Liabilities + Equity | $7.06B | $6.96B | $6.13B | $6.27B | $6.35B | $5.55B | $5.47B | $5.53B | $5.39B | $5.33B | · | $5.22B | $5.09B | $4.58B | · | $4.33B | |
| Shares Outstanding | 25,320,686 | 25,296,763 | 23,047,203 | 23,039,223 | 22,915,194 | 19,362,094 | 19,355,797 | 16,620,174 | 16,580,595 | 16,565,637 | 16,998,929 | 16,580,347 | 16,567,578 | 15,890,011 | 16,094,486 | 15,900,000 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | · | $541.0K | $914.0K | $326.0K | $218.0K | $222.0K | $235.0K | $306.0K | $284.0K | $291.0K | $312.0K | $251.0K | $249.0K | $446.0K | $237.0K | |
| Deferred Tax | $806.0K | $1M | $7M | $6M | $1M | $206.0K | $1M | $258.0K | $-2M | $1M | $-50.0K | $-353.0K | $-2M | $706.0K | $2M | $183.0K | |
| Amort. of Intangibles | $2M | $1M | $930.0K | $944.0K | $744.0K | $428.0K | $471.0K | $460.0K | $425.0K | $428.0K | $491.0K | $484.0K | $461.0K | $344.0K | $496.0K | $514.0K | |
| Operating Cash Flow | $32M | $14M | $13M | $26M | $29M | $13M | $4M | $17M | $18M | $12M | $15M | $14M | $12M | $13M | $18M | $22M | |
| CapEx | $1M | $1M | $2M | $2M | $2M | $3M | $6M | $18.0K | $295.0K | $351.0K | $63.0K | $870.0K | $915.0K | $922.0K | $515.0K | $1M | |
| Investing Cash Flow | $-167M | $34M | $-22M | $3M | $139M | $-37M | $-21M | $-99M | $-23M | $-66M | $-101M | $-108M | $-107M | $-94M | $-212M | $-181M | |
| Debt Issued | · | · | · | · | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | |
| Stock Repurchased | · | · | $246.0K | $226.0K | $2M | $0 | $0 | $0 | $0 | $323.0K | $296.0K | $0 | $5M | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-323.0K | · | · | · | · | · | · | |
| Dividends Paid | $6M | $6M | $5M | $5M | $5M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $80M | $-6M | $-149M | $-108M | $62M | $61M | $-57M | $121M | $43M | $25M | $65M | $118M | $127M | $82M | $160M | $16M | |
| Net Change in Cash | $-55M | $42M | $-158M | $-80M | $230M | $37M | $-74M | $39M | $38M | $-29M | $-21M | $24M | $32M | $2M | $-34M | $-142M | |
| Free Cash Flow | · | $13M | · | · | · | $9M | · | · | · | $12M | · | · | · | $12M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-14M | · | · | · | $505.0K | · | · |
Rentabilidad 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.6% | 13.4% | · | 29.6% | 8.8% | 28.8% | · | 27.1% | 26.7% | 28.7% | · | 21.6% | 11.6% | 27.8% | · | 34.1% | |
| Pretax Margin | 36.3% | 17.4% | · | 39.2% | 7.9% | 35.2% | · | 32.8% | 32.4% | 34.8% | · | 26.9% | 11.9% | 34.2% | · | 42.1% | |
| ROA | 0.32% | 0.14% | · | 0.31% | 0.08% | 0.25% | · | 0.23% | 0.22% | 0.24% | · | 0.19% | 0.10% | 0.24% | · | 0.40% | |
| ROE | 2.6% | 1.1% | · | 2.7% | 0.71% | 2.2% | · | 2.2% | 2.2% | 2.3% | · | 1.8% | 0.95% | 2.2% | · | 3.6% |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.2 | 0.4 | 0.5 | · | 0.3 | 0.2 | 0.2 | · | · |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $257M | $229M | · | $209M | $192M | $179M | · | $175M | $171M | $167M | · | $170M | $168M | $167M | · | $161M | |
| Net Income TTM | $53M | $46M | · | $49M | $43M | $50M | · | $45M | $38M | $37M | · | $41M | $44M | $50M | · | $40M | |
| Market Cap | $882M | $814M | · | $660M | $646M | $502M | · | $496M | $364M | $331M | · | $334M | $366M | $407M | · | $457M | |
| P/E | 15.7 | 15.5 | · | 11.6 | 11.8 | 9.0 | · | 10.9 | 9.6 | 8.8 | · | 8.0 | 8.1 | 8.1 | · | 0.5 | |
| P/S | 3.4 | 3.6 | · | 3.2 | 3.4 | 2.8 | · | 2.8 | 2.1 | 2.0 | · | 2.0 | 2.2 | 2.4 | · | 2.8 | |
| P/B | 1.0 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 0.7 | 0.8 | · | 0.9 | |
| P / Tangible Book | 1.2 | 1.2 | · | 1.0 | 1.0 | 0.9 | · | 1.1 | 0.9 | 0.8 | · | 0.9 | 0.9 | 1.0 | · | 1.2 | |
| P / Cash Flow | · | 56.3 | · | · | · | 43.5 | · | · | · | 26.7 | · | · | · | 31.4 | · | · | |
| P / FCF | · | 62.4 | · | · | · | 56.9 | · | · | · | 27.5 | · | · | · | 33.8 | · | · | |
| Earnings Yield | 6.4% | 6.5% | · | 8.6% | 8.4% | 11.2% | · | 9.2% | 10.4% | 11.4% | · | 12.5% | 12.4% | 12.3% | · | 182.6% | |
| Payout Ratio | · | 71.6% | · | · | · | 28.2% | · | · | · | 27.3% | · | · | · | 28.3% | · | · |
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 | |
|---|---|---|---|---|---|
| Beneficio neto | $56M | $49M | $37M | $55M | $29M |
| EPS Diluido | $2.55 | $2.90 | $2.29 | $3.44 | $2.71 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | 0.4 | 0.2 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $72M | $44M | $49M | $56M | $62M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 154 declarantes · $408.2M 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 26 (+1 vs trimestre anterior) | 18 (+9 vs trimestre anterior) | 51 (-4 vs trimestre anterior) | 27 (0 vs trimestre anterior) | +1.3M |
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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $80 380 792 | 2 307 141 | 19,69% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $34 816 483 | 999 325 | 8,53% | Acciones |
| VANGUARD GROUP INC | $33 068 313 | 1 066 032 | 8,10% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $29 851 609 | 856 820 | 7,31% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $26 603 556 | 827 225 | 6,52% | Acciones |
| STATE STREET CORP | $24 254 598 | 696 171 | 5,94% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $17 320 719 | 497 004 | 4,24% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $12 391 508 | 355 669 | 3,04% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 429 202 | 270 643 | 2,31% | Acciones |
| BANC FUNDS CO LLC | $7 246 093 | 207 982 | 1,78% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6 732 238 | 193 233 | 1,65% | Acciones |
| Petiole USA ltd | $6 703 599 | 192 411 | 1,64% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6 404 986 | 183 840 | 1,57% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5 712 227 | 163 956 | 1,40% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $5 658 399 | 162 411 | 1,39% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $5 132 071 | 147 304 | 1,26% | Acciones |
| PNC Financial Services Group, Inc. | $4 698 348 | 134 855 | 1,15% | Acciones |
| CITADEL ADVISORS LLC | $4 644 590 | 133 312 | 1,14% | Acciones |
| Qube Research & Technologies Ltd | $4 622 536 | 132 679 | 1,13% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $4 420 456 | 137 452 | 1,08% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $4 000 921 | 114 837 | 0,98% | Acciones |
| Empowered Funds, LLC | $3 914 379 | 112 353 | 0,96% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3 905 808 | 112 107 | 0,96% | Acciones |
| GENDELL JEFFREY L | $3 772 162 | 108 271 | 0,92% | Acciones |
| ROYCE & ASSOCIATES LP | $3 708 962 | 106 457 | 0,91% | Acciones |
| De Lisle Partners LLP | $3 238 240 | 92 824 | 0,79% | Acciones |
| Bank of New York Mellon Corp | $2 667 420 | 76 562 | 0,65% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 634 392 | 75 614 | 0,65% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 287 316 | 65 652 | 0,56% | Acciones |
| Russell Investments Group, Ltd. | $2 084 199 | 59 822 | 0,51% | Acciones |
| Rhino Investment Partners, Inc | $2 070 158 | 59 419 | 0,51% | Acciones |
| MANGROVE PARTNERS IM, LLC | $1 996 332 | 57 300 | 0,49% | Acciones |
| RKL Wealth Management LLC | $1 924 209 | 55 230 | 0,47% | Acciones |
| Minerva Advisors LLC | $1 887 527 | 54 177 | 0,46% | Acciones |
| BARCLAYS PLC | $1 786 665 | 51 282 | 0,44% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 738 063 | 49 887 | 0,43% | Acciones |
| Wilmington Savings Fund Society, FSB | $1 721 096 | 49 400 | 0,42% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 669 150 | 47 909 | 0,41% | Acciones |
| Curi Capital, LLC | $1 386 493 | 39 796 | 0,34% | Acciones |
| FIRST MANHATTAN CO. LLC. | $1 211 979 | 34 787 | 0,30% | Acciones |
| EMERALD ADVISERS, LLC | $1 124 461 | 32 275 | 0,28% | Acciones |
| Oppenheimer & Close, LLC | $1 113 138 | 31 950 | 0,27% | Acciones |
| RHUMBLINE ADVISERS | $984 255 | 28 251 | 0,24% | Acciones |
| ExodusPoint Capital Management, LP | $959 737 | 27 547 | 0,24% | Acciones |
| GRACE & WHITE INC /NY | $951 968 | 27 324 | 0,23% | Acciones |
| Wharton Business Group, LLC | $944 443 | 27 108 | 0,23% | Acciones |
| D. E. Shaw & Co., Inc. | $902 251 | 25 897 | 0,22% | Acciones |
| AdvisorNet Financial, Inc | $901 171 | 25 866 | 0,22% | Acciones |
| KENNEDY INVESTMENT GROUP, INC. | $878 747 | 25 222 | 0,22% | Acciones |
| Vanguard Global Advisers, LLC | $751 429 | 21 568 | 0,18% | Acciones |
| DEUTSCHE BANK AG\ | $735 751 | 21 118 | 0,18% | Acciones |
| Quantinno Capital Management LP | $722 338 | 20 733 | 0,18% | Acciones |
| CNB Bank | $701 678 | 20 140 | 0,17% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $694 919 | 19 946 | 0,17% | Acciones |
| XTX Topco Ltd | $693 211 | 19 897 | 0,17% | Acciones |
| Squarepoint Ops LLC | $645 097 | 18 516 | 0,16% | Acciones |
| SEI INVESTMENTS CO | $591 130 | 16 967 | 0,14% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $570 112 | 16 364 | 0,14% | Acciones |
| MARSHALL WACE, LLP | $537 791 | 15 436 | 0,13% | Acciones |
| Summit Trail Advisors, LLC | $533 609 | 15 316 | 0,13% | Acciones |
| FRANKLIN RESOURCES INC | $503 055 | 14 439 | 0,12% | Acciones |
| CHOREO, LLC | $463 755 | 13 311 | 0,11% | Acciones |
| Mystic Asset Management, Inc. | $460 585 | 13 220 | 0,11% | Acciones |
| Rafferty Asset Management, LLC | $455 742 | 13 081 | 0,11% | Acciones |
| NEW WAVE WEALTH ADVISORS LLC | $442 015 | 12 687 | 0,11% | Acciones |
| MetLife Investment Management, LLC | $441 353 | 12 668 | 0,11% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $440 448 | 12 642 | 0,11% | Acciones |
| Brandywine Global Investment Management, LLC | $429 317 | 13 840 | 0,11% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $421 425 | 12 096 | 0,10% | Acciones |
| CWM, LLC | $404 155 | 12 567 | 0,10% | Acciones |
| AMERIPRISE FINANCIAL INC | $397 176 | 11 400 | 0,10% | Acciones |
| BlackRock, Inc. | $376 586 | 10 809 | 0,09% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $354 567 | 10 177 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $347 355 | 9 970 | 0,09% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $337 077 | 9 675 | 0,08% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $324 012 | 9 300 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $321 225 | 9 220 | 0,08% | Acciones |
| FIRST TRUST ADVISORS LP | $312 375 | 8 966 | 0,08% | Acciones |
| Invesco Ltd. | $298 823 | 8 577 | 0,07% | Acciones |
| Aquatic Capital Management LLC | $292 099 | 8 384 | 0,07% | Acciones |
| Mariner, LLC | $277 849 | 7 975 | 0,07% | Acciones |
| OSAIC HOLDINGS, INC. | $276 747 | 7 942 | 0,07% | Acciones |
| PEAK6 LLC | $264 784 | 7 600 | 0,06% | Opción de compra |
| Sequoia Financial Advisors, LLC | $259 733 | 7 455 | 0,06% | Acciones |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $252 520 | 7 248 | 0,06% | Acciones |
| Bare Financial Services, Inc | $250 465 | 7 189 | 0,06% | Acciones |
| Sandbox Financial Partners, LLC | $245 869 | 7 645 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $243 880 | 7 000 | 0,06% | Opción de compra |
| Police & Firemen's Retirement System of New Jersey | $238 027 | 6 832 | 0,06% | Acciones |
| Fischer Financial Services, Inc. | $233 993 | 6 716 | 0,06% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $220 990 | 6 343 | 0,05% | Acciones |
| US BANCORP \DE\ | $218 168 | 6 262 | 0,05% | Acciones |
| Campbell & CO Investment Adviser LLC | $211 305 | 6 065 | 0,05% | Acciones |
| Savant Capital, LLC | $204 901 | 5 968 | 0,05% | Acciones |
| Fulton Bank, N.A. | $203 535 | 5 842 | 0,05% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $130 405 | 3 743 | 0,03% | Acciones |
| Nuveen, LLC | $120 059 | 3 446 | 0,03% | Acciones |
| NORTHERN TRUST CORP | $119 048 | 3 417 | 0,03% | Acciones |
| Palouse Capital Management, Inc. | $90 027 | 2 584 | 0,02% | Acciones |
| Legal & General Group Plc | $73 234 | 2 102 | 0,02% | Acciones |
Informantes de la empresa 54 insiders · 18 directivos · 32 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Rory G Ritrievi | President and CEO | 1 de junio de 2026 F | 63 760 | 0 | 0 | $0 |
| Alan W Dakey | President & CEO | 25 de agosto de 2008 P | 14 252 | 0 | 0 | $0 |
| Justin T. Webb | Chief Financial Officer | 1 de abril de 2025 A | 6 331 | 0 | 0 | $0 |
| Allison Johnson | SEVP and CFO | 1 de abril de 2023 A | 5 562 | 0 | 0 | $0 |
| Donald Holt | Interim CFO | 15 de septiembre de 2021 A | 500 | 0 | 0 | $0 |
| Michael D Peduzzi | SEVP/CFO | 1 de junio de 2021 A | 3 015 | 0 | 0 | $0 |
| Jordan D Space | Chief Operating Officer | 1 de abril de 2025 A | 4 775 | 0 | 0 | $0 |
| Kenneth John Stephon | Chief Corp Development Officer | 16 de mayo de 2025 F | 40 062 | 0 | 0 | $0 |
| Heather R Hall | Chief Lending Officer | 1 de abril de 2025 A | 3 820 | 0 | 0 | $0 |
| Zachary C Miller | Chief Risk Officer | 1 de abril de 2025 A | 1 425 | 0 | 0 | $0 |
| Joan E Dickinson | Chief Retail Officer | 1 de abril de 2025 A | 3 820 | 0 | 0 | $0 |
| Joseph L Paese | Dir. Trust, Wealth Mgmt | 1 de abril de 2025 A | 2 320 | 0 | 0 | $0 |
| Scott W Micklewright | Chief Revenue Officer | 1 de abril de 2025 A | 6 331 | 0 | 0 | $0 |
| Margaret E Steinour | FSVP/Chief Admin Officer | 1 de abril de 2022 A | 1 599 | 0 | 0 | $0 |
| Kelly K Neiderer | EVP and Chief Retail Officer | 25 de julio de 2018 A | 6 904 | 0 | 0 | $0 |
| Edward P. Williams | Interim PFO | 9 de febrero de 2016 P | 1 511 | 0 | 0 | $0 |
| Kevin W Laudenslager | Vice President and Treasurer | 21 de noviembre de 2013 J | 2 209 | 0 | 0 | $0 |
| Eugene F Shaffer | Chairman of the Issuer & Sub | 27 de mayo de 2005 S | 37 345 | 0 | 0 | $0 |
| Kimberly J Brumbaugh | Consejero | 30 de junio de 2026 P | 12 659 | 1 | 0 | $2 508 |
| Albert J. Evans | Consejero | 30 de junio de 2026 P | 41 862 | 1 | 0 | $9 999 |
| Joel L. Frank | Consejero | 30 de junio de 2026 P | 11 460 | 1 | 0 | $2 508 |
| Robert A Abel | Consejero | 30 de junio de 2026 P | 9 762 | 1 | 0 | $523 |
| Matthew G De Soto | Consejero | 30 de junio de 2026 P | 119 131 | 1 | 0 | $9 999 |
| Theodore W Mowery | Consejero | 30 de junio de 2026 P | 42 659 | 4 | 0 | $8 005 |
| Thomas R Brugger | Consejero | 6 de marzo de 2026 P | 66 | 2 | 0 | $25 644 |
| John E Noone | Consejero | 29 de julio de 2025 P | 3 200 | 0 | 0 | $0 |
| Brian Arden Hudson Sr. | Consejero | 8 de mayo de 2025 S | 6 914 | 0 | 0 | $0 |
| Bruce A Kiefer | Consejero | 1 de abril de 2025 A | 1 945 | 0 | 0 | $0 |
| Maureen M. Gathagan | Consejero | 1 de abril de 2025 A | 1 945 | 0 | 0 | $0 |
| Robert C Grubic | Consejero | 28 de marzo de 2024 P | 61 869 | 0 | 0 | $0 |
| Frank Gumina JR | Consejero | 30 de enero de 2024 P | 19 000 | 0 | 0 | $0 |
| David E Sparks | Consejero | 1 de junio de 2023 A | 1 760 | 0 | 0 | $0 |
| Noble C Quandel JR | Consejero | 31 de marzo de 2023 P | 84 427 | 0 | 0 | $0 |
| Gregory M Kerwin | Consejero | 31 de marzo de 2023 P | 38 702 | 0 | 0 | $0 |
| Howard R. Greenawalt | Consejero | 1 de abril de 2022 A | 1 133 | 0 | 0 | $0 |
| Donald F. Kiefer | Consejero | 1 de abril de 2022 A | 1 836 | 0 | 0 | $0 |
| Alan P. Novak | Consejero | 31 de diciembre de 2021 P | 5 269 | 0 | 0 | $0 |
| Robert J Moisey | Consejero | 31 de diciembre de 2021 P | 22 261 | 0 | 0 | $0 |
| Robert E Klinger | Consejero | 31 de diciembre de 2021 P | 13 021 | 0 | 0 | $0 |
| Steven T Boyer | Consejero | 31 de diciembre de 2021 P | 9 363 | 0 | 0 | $0 |
| Joseph D. Kerwin | Consejero | 15 de diciembre de 2021 P | 49 585 | 0 | 0 | $0 |
| Paula M. Cherry | Consejero | 30 de noviembre de 2021 A | 10 798 | 0 | 0 | $0 |
| Patrick M. Smith | Consejero | 1 de junio de 2021 A | 940 | 0 | 0 | $0 |
| William Kendall Poole | Consejero | 1 de junio de 2021 A | 440 | 0 | 0 | $0 |
| Vincent J Land | Consejero | 1 de marzo de 2015 A | 75 627 | 0 | 0 | $0 |
| Donald E Sauve | Consejero | 10 de agosto de 2007 P | 3 042 | 0 | 0 | $0 |
| William A Specht III | — | 1 de abril de 2026 A | 1 700 | 0 | 0 | $0 |
| Terrence M. Monteverde | — | 5 de mayo de 2011 P | 1 870 | 0 | 0 | $0 |
| James A Durica | — | 27 de agosto de 2010 J | 4 493 | 0 | 0 | $0 |
| Jere M Coxon | — | 2 de agosto de 2010 P | 53 607 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 5 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| GAH Capital, LLC, GAH Capital Trust, Philip A. Norcross, individually and in his capacity as Manager and Trustee | 1 de mayo de 2026 | 9,69% | Enmienda | Inversión pasiva | SEC |
| General American Capital, LLC, Indiana Pacific General Trust, Susan D. Hudson, in her capacity as Manager and a Trustee, Philip A. Norcross, individually and in his capacity as Assistant Manager and Trustee ×5 presentaciones | 20 de marzo de 2026 | 9,69% | Enmienda | — | SEC |
| Susan D. Hudson, in her capacity as Manager and a Trustee, General American Capital, LLC, Indiana Pacific General Trust, Philip A. Norcross, individually and in his capacity as Assistant Manager and Trustee | 3 de abril de 2025 | 7,29% | Enmienda | — | SEC |
| Lawrence Keister & Company, Marilyn K. Andras, Lawrence J. Kiefer, Donald F. Kiefer | 18 de septiembre de 2018 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 18 de enero de 2018 | — | 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.
Propiedad de ETFs Mantenido por 38 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0,43% | 23 881 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,19% | 73 760 SH | 8 de agosto de 2026 | Diario |
| DPST · Direxion Shares ETF Trust | 0,08% | 12 183 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 47 026 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,05% | 203 122 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 13 350 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 18 782 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,04% | 94 372 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,03% | 240 406 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 545 574 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1 924 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 16 494 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 124 800 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,02% | 83 425 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 8 491 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 5 823 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 74 542 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 918 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 100 229 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 261 724 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 34 312 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 719 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 730 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 517 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 765 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 18 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 280 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6 243 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 21 558 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 33 572 SH | 8 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 7 376 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 5 693 SH | 8 de agosto de 2026 | Diario |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 3 706 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 540 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 12 019 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 17 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 715 285 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 989 SH | 8 de agosto de 2026 | Diario |