NATR Nature's Sunshine Products, Inc. - Common Stock
$14,86
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$13–$28
12% of range
Calificación del Analista
BUY
8 analysts
Precio Objetivo
$30
+105% upside
P/E (TTM)
14.0
ROE
12.0%
Margen de Beneficio Neto
4.1%
Acerca de Nature's Sunshine Products, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Nature's Sunshine Products, Inc. also known as "NSP", is a manufacturer of dietary supplements, including herbs, vitamins, minerals, and personal care products. It is based in Lehi, Utah, with a manufacturing facility in Spanish Fork, Utah.
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Nature's Sunshine Products, Inc. also known as "NSP", is a manufacturer of dietary supplements, including herbs, vitamins, minerals, and personal care products. It is based in Lehi, Utah, with a manufacturing facility in Spanish Fork, Utah.
History
Nature's Sunshine was founded in 1972 by Gene and Kristine Hughes, who started encapsulating capsicum in their home kitchen. The company employs a multi-level marketing business model in which their products are primarily sold to the consumer by independent distributors who receive commissions based on their own sales, as well as sign-up bonuses and commissions based upon the sales of any distributors they may have recruited.
NSP also owns Synergy Worldwide, a multi-level marketing company that also sells nutritional supplements. Products for both companies are manufactured in a production and research facility located in Spanish Fork, Utah.
In June 2021, Nature’s Sunshine Products, Inc. and the David Eccles School of Business at the University of Utah partnered together to create a new scholarship. Nature’s Sunshine Products, Inc. partnered with the Opportunity Scholars program to provide full-ride scholarships to underrepresented students who are the first in their family to attend college.
Like similar multilevel marketing companies, Nature's Sunshine's business has been adversely affected by the lingering effects of the COVID-19 pandemic, global inflation and the Russian invasion of Ukraine. In the 4th quarter of 2022, net sales fell 13% to $103 million, as compared to the 4th quarter of 2021. According to CEO Terrence Moorehead, the company is making "strategic changes" and "redesigning processes and revamping sourcing relationships."
SEC bribery lawsuit
In 2006, KPMG, which had provided auditing services to the company, resigned from the account. They charged that then-CEO Douglas Faggioli had lied to auditors about "alleged fraud," and had approved bribery. In July 2009, the company agreed to pay $600,000 in fines after being charged by the SEC with having bribed Brazilian officials with more than $1,000,000 in 2000 and 2001. This was done "so it could import unregistered nutritional products into the country, and then falsified its books to hide the payments."
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
NATR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$14.86
Capitalización Bursátil
$260M
P/E (TTM)
14.0
BPA (TTM)
$1.06
Ingresos (TTM)
$480M
Rendimiento div.
—
ROE
12.0%
Deuda/Capital
—
Rango 52S
$13 – $28
NATR 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
$480M
2016-12-31
→
2025-12-31
BPA
$1.06
2016-12-31
→
2025-12-31
Flujo de caja libre
$29M
2016-12-31
→
2025-12-31
Márgenes
4.1%
2016-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
NATR
Mediana de Pares
P/E (TTM)
14.0
14.8
P/S (TTM) (P/V (TTM))
0.5
0.7
P/B (P/C)
1.6
2.9
Price / FCF (Precio / FCF)
9.0
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
NATR
Mediana de Pares
Gross Margin (Margen Bruto)
72.4%
69.3%
Operating Margin (Margen Operativo)
5.1%
—
Net Profit Margin (Margen de Beneficio Neto)
4.1%
4.4%
ROA
7.8%
6.3%
ROE
12.0%
14.0%
ROIC
10.5%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
NATR
Mediana de Pares
Current Ratio (Ratio corriente)
2.3
2.4
Quick Ratio (Ratio Rápido)
1.3
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
NATR
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
4.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
4.5%
—
EPS YoY (EPS interanual)
165.0%
—
Net Income YoY (Beneficio Neto interanual)
153.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
NATR
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 26 de marzo de 2021 | $1,0000 |
| 20 de marzo de 2017 | $0,1000 |
| 21 de noviembre de 2016 | $0,1000 |
| 19 de agosto de 2016 | $0,1000 |
| 23 de mayo de 2016 | $0,1000 |
| 9 de marzo de 2016 | $0,1000 |
| 16 de noviembre de 2015 | $0,1000 |
| 21 de agosto de 2015 | $0,1000 |
| 20 de mayo de 2015 | $0,1000 |
| 10 de marzo de 2015 | $0,1000 |
| 18 de noviembre de 2014 | $0,1000 |
| 4 de septiembre de 2014 | $1,5000 |
| 14 de agosto de 2014 | $0,1000 |
| 19 de mayo de 2014 | $0,1000 |
| 26 de marzo de 2014 | $0,1000 |
| 19 de marzo de 2014 | $0,1000 |
| 14 de noviembre de 2013 | $0,1000 |
| 15 de agosto de 2013 | $1,6000 |
| 16 de mayo de 2013 | $0,1000 |
| 14 de marzo de 2013 | $0,1000 |
NATR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
8 analistas
- Compra fuerte 2 25,0%
- Compra 5 62,5%
- Mantener 1 12,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-14
Mediana
$30.50
← Por Debajo de Todos los Objetivos
$14.86
Mín
$25.00
Máx
$36.00
Objetivo mediano
$30.50
+105,2%
Objetivo medio
$30.50
+105,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.10%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.21 | $0.28 | -0.07% |
| 31 de marzo de 2026 | $0.30 | $0.23 | 0.07% |
| 31 de diciembre de 2025 | $0.30 | $0.19 | 0.11% |
| 30 de septiembre de 2025 | $0.36 | $0.16 | 0.20% |
| 30 de junio de 2025 | $0.35 | $0.16 | 0.19% |
| 31 de marzo de 2025 | $0.25 | $0.17 | 0.08% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NATR | $378M | 20.4 | 5.7% | 4.1% | 12.0% | 72.4% |
| EPC | $946M | 38.4 | -1.3% | 1.1% | 1.7% | 41.6% |
| BRBR | $4.39B | 21.6 | 16.1% | 9.3% | -72.0% | 33.3% |
| HNST | $291M | -18.4 | -1.9% | -4.2% | -8.8% | 33.3% |
| USNA | $355M | 33.5 | 8.3% | 1.2% | 2.0% | 78.3% |
| NAGE | $507M | 31.8 | 29.9% | 13.4% | 24.7% | 64.3% |
| NUS | — | 3.0 | -14.3% | 10.8% | 22.0% | 69.5% |
| MED | $117M | -6.3 | -36.0% | -4.8% | -9.0% | 71.3% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $480M | $454M | $445M | $422M | $444M | $385M | $362M | $365M | $342M | $341M | $325M | $366M | |
| Cost of Revenue | $132M | $130M | $124M | $122M | $115M | $101M | $94M | $96M | $91M | $91M | $85M | $92M | |
| Gross Profit | $348M | $325M | $321M | $300M | $329M | $284M | $268M | $269M | $251M | $250M | $239M | $275M | |
| R&D Expense | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $3M | $3M | $3M | $3M | $2M | |
| SG&A Expense | $178M | $164M | $167M | $153M | $154M | $131M | $129M | $138M | $130M | $120M | $108M | $120M | |
| Operating Income | $25M | $20M | $19M | $16M | $35M | $21M | $16M | $5M | $1M | $10M | $14M | $19M | |
| Interest Expense | · | · | $69.0K | $249.0K | $250.0K | $102.0K | $43.0K | $387.0K | $289.0K | $16.0K | $130.0K | $187.0K | |
| Other Non-op | $5M | $-2M | $1M | $-1M | $-3M | $1M | $-483.0K | $-2M | $2M | $-773.0K | $-592.0K | $-34.0K | |
| Pretax Income | $30M | $18M | $20M | $15M | $32M | $23M | $16M | $3M | $3M | $9M | $13M | $19M | |
| Income Tax | $9M | $11M | $4M | $15M | $2M | $-137.0K | $9M | $4M | $17M | $9M | $2M | $-743.0K | |
| Net Income | $20M | $8M | $15M | $-390.0K | $30M | $23M | $7M | $-1M | $-14M | $675.0K | $14M | $10M | |
| EPS (Basic) | $1.08 | $0.41 | $0.79 | $-0.02 | $1.45 | $1.09 | $0.35 | $-0.04 | $-0.69 | $0.11 | $0.79 | $0.58 | |
| EPS (Diluted) | $1.06 | $0.40 | $0.77 | $-0.02 | $1.42 | $1.07 | $0.34 | $-0.04 | $-0.69 | $0.11 | $0.77 | $0.56 | |
| Shares (Basic) | 18,005,000 | 18,616,000 | 19,066,000 | 19,326,000 | 19,858,000 | 19,537,000 | 19,314,000 | 19,123,000 | 18,882,000 | 18,731,000 | 18,656,000 | 17,108,000 | |
| Shares (Diluted) | 18,468,000 | 19,089,000 | 19,466,000 | 19,326,000 | 20,327,000 | 19,968,000 | 19,663,000 | 19,123,000 | 18,882,000 | 19,056,000 | 19,177,000 | 17,641,000 | |
| EBITDA | $39M | $34M | $31M | $27M | $46M | · | $27M | $15M | $10M | $15M | $18M | $23M |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $94M | $85M | $82M | $60M | $86M | $92M | $54M | $51M | $43M | $32M | $41M | $59M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $0 | $2M | $2M | $3M | |
| Receivables | $9M | $9M | $9M | $14M | $9M | $7M | $7M | $8M | $9M | $8M | $8M | $7M | |
| Inventory | $68M | $59M | $67M | $68M | $61M | $48M | $47M | $42M | $44M | $48M | $38M | $40M | |
| Prepaid Expense | $8M | $7M | $8M | $7M | $9M | $7M | $5M | $6M | $6M | $5M | $7M | $8M | |
| Current Assets | $179M | $161M | $166M | $150M | $165M | $154M | $113M | $107M | $103M | $95M | $102M | $121M | |
| PP&E (Net) | $33M | $40M | $45M | $46M | $51M | $54M | $60M | $64M | $69M | $73M | $69M | $51M | |
| PP&E (Gross) | $141M | $137M | $140M | $137M | $134M | $130M | $132M | $132M | $129M | $125M | $118M | $99M | |
| Accum. Depreciation | $108M | $98M | $95M | $91M | $83M | $76M | $73M | $68M | $60M | $52M | $49M | $48M | |
| Intangibles | · | · | · | · | · | · | $567.0K | $618.0K | $709.0K | $976.0K | $559.0K | $704.0K | |
| Other Non-current Assets | $11M | $9M | $10M | $10M | $10M | $11M | $11M | $11M | $13M | $14M | $11M | $8M | |
| Total Assets | $261M | $241M | $250M | $230M | $259M | $249M | $213M | $193M | $195M | $206M | $201M | $197M | |
| Accounts Payable | $8M | $9M | $8M | $6M | $10M | $6M | $4M | $5M | $4M | $5M | $6M | $5M | |
| Accrued Liabilities | $34M | $25M | $33M | $26M | $32M | $32M | $26M | $35M | $25M | $24M | $24M | $29M | |
| Short-term Debt | · | · | · | $1M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $79M | $66M | $77M | $66M | $77M | $70M | $58M | $67M | $54M | $63M | $53M | $58M | |
| Capital Leases | $16M | $10M | $10M | $14M | $16M | $16M | $20M | · | · | · | · | · | |
| Deferred Tax | $954.0K | $1M | $1M | $1M | $2M | $1M | $2M | $2M | $770.0K | $0 | $0 | $6.0K | |
| Other Non-current Liabilities | $3M | $1M | $644.0K | $1M | $1M | $1M | $1M | $705.0K | $1M | $2M | $2M | $2M | |
| Total Liabilities | $100M | $80M | $90M | $83M | $97M | $92M | $84M | $72M | $75M | $73M | $64M | $68M | |
| Long-term Debt | · | · | $0 | $1M | $2M | $4M | $0 | · | $13M | · | · | · | |
| Total Debt | · | · | $0 | $1M | $2M | · | · | · | $0 | $10M | $3M | · | |
| Common Stock | $102M | $115M | $120M | $122M | $133M | $139M | $136M | $134M | $132M | $130M | $127M | $125M | |
| Retained Earnings | $77M | $57M | $50M | $35M | $35M | $26M | $5M | $-2M | $-2M | $13M | $18M | $11M | |
| AOCI | $-18M | $-17M | $-15M | $-13M | $-10M | $-10M | $-11M | $-11M | $-10M | $-11M | $-11M | $-11M | |
| Stockholders' Equity | $162M | $161M | $160M | $147M | $161M | $157M | $129M | $121M | $120M | $132M | $136M | $129M | |
| Liabilities + Equity | $261M | $241M | $250M | $230M | $259M | $249M | $213M | $193M | $195M | $206M | $201M | $197M | |
| Shares Outstanding | 17,508,000 | 18,483,000 | 18,875,000 | 19,093,000 | 19,724,000 | 19,697,000 | 19,410,000 | 19,204,000 | 18,919,000 | 18,757,000 | 18,588,000 | 18,662,000 |
Flujo de Efectivo 20
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $14M | $14M | $12M | $11M | $11M | $11M | $11M | $10M | $9M | $5M | $5M | $4M | |
| Stock-based Comp | $6M | $5M | $5M | $3M | $4M | $4M | $2M | $2M | $2M | $3M | $4M | $4M | |
| Deferred Tax | $-2M | $-2M | $-8M | $8M | $-4M | $-4M | $4M | $-76.0K | $14M | $761.0K | $-3M | $-4M | |
| Amort. of Intangibles | · | · | · | · | · | · | $100.0K | $100.0K | $200.0K | $100.0K | $100.0K | $100.0K | |
| Restructuring | · | · | · | · | $417.0K | $808.0K | $2M | $2M | $1M | $200.0K | $200.0K | $3M | |
| Other Non-cash | $-2M | $257.0K | $17M | $-22M | $-6M | · | $-15M | $11M | $-645.0K | $-6M | $-9M | $108.0K | |
| Operating Cash Flow | $35M | $25M | $41M | $710.0K | $35M | $38M | $9M | $22M | $11M | $3M | $10M | $14M | |
| CapEx | $6M | $11M | $10M | $8M | $7M | $5M | $5M | $5M | $6M | $11M | $23M | $26M | |
| Investing Cash Flow | $-6M | $-11M | $-10M | $-8M | $-7M | $-5M | $-5M | $211.0K | $-3M | $-12M | $-19M | $-27M | |
| Debt Issued | · | · | · | · | · | · | · | $68M | $19M | $0 | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | $-13M | $13M | $0 | $0 | $-12M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $4M | |
| Stock Repurchased | $16M | $9M | $6M | $14M | $7M | $0 | · | · | $0 | $0 | $7M | $7M | |
| Net Stock Activity | $-16M | $-9M | $-6M | $-14M | $-7M | · | · | · | $0 | $0 | $-7M | $-3M | |
| Dividends Paid | · | · | · | $0 | $20M | $0 | · | $0 | $2M | $8M | $7M | $35M | |
| Financing Cash Flow | $-24M | $-10M | $-8M | $-16M | $-32M | $4M | $-63.0K | $-12M | $2M | $-286.0K | $-8M | $-5M | |
| Net Change in Cash | $9M | $2M | $22M | $-26M | $-6M | $38M | $3M | $8M | $11M | $-9M | $-17M | $-19M | |
| Taxes Paid | $13M | $15M | $9M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $29M | $14M | $31M | $-7M | $28M | · | $3M | $17M | $5M | $-8M | $-12M | $-12M | |
| Levered FCF | · | · | $31M | $-7M | $28M | · | $3M | $17M | $6M | $-8M | $-12M | $-12M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 72.4% | 71.5% | 72.1% | 71.0% | 74.0% | · | 74.1% | 73.8% | 73.4% | 73.3% | 73.7% | 75.0% | |
| Operating Margin | 5.1% | 4.4% | 4.2% | 3.9% | 7.8% | · | 4.5% | 1.5% | 0.41% | 2.9% | 4.3% | 5.2% | |
| Net Margin | 4.1% | 1.7% | 3.4% | 0.13% | 6.8% | · | 1.9% | -0.33% | -4.0% | 0.20% | 4.2% | 2.7% | |
| Pretax Margin | 6.2% | 4.1% | 4.5% | 3.6% | 7.2% | · | 4.3% | 0.88% | 0.94% | 2.7% | 4.1% | 5.2% | |
| EBITDA Margin | 8.0% | 7.5% | 6.9% | 6.5% | 10.3% | · | 7.4% | 4.2% | 2.9% | 4.3% | 5.7% | 6.4% | |
| ROA | 7.8% | 3.1% | 6.3% | 0.23% | 11.9% | · | 3.4% | -0.62% | -6.9% | 0.33% | 6.9% | 4.9% | |
| ROE | 12.0% | 4.8% | 9.7% | 0.38% | 19.6% | · | 5.4% | -1.0% | -11.0% | 0.50% | 10.3% | 8.4% | |
| ROIC | 10.5% | 5.3% | 9.6% | 0.40% | 20.1% | · | 5.5% | -1.7% | -5.0% | 0.51% | 8.7% | 15.3% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 2.4 | 2.2 | 2.3 | 2.1 | · | 1.9 | 1.6 | 1.9 | 1.6 | 1.9 | 2.1 | |
| Quick Ratio | 1.3 | 1.4 | 1.2 | 1.1 | 1.2 | · | 1.1 | 0.9 | 1.0 | 0.7 | 1.0 | 1.2 | |
| Debt / Equity | · | · | 0.0 | 0.0 | 0.0 | · | · | · | 0.0 | 0.1 | 0.0 | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.0 | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | 271.7 | 65.3 | 138.7 | · | 375.0 | 13.8 | 4.8 | 627.4 | 106.7 | 101.9 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.9 | 1.9 | 1.9 | 1.7 | 1.7 | · | 1.8 | 1.9 | 1.7 | 1.7 | 1.6 | 1.8 | |
| Inventory Turnover | 2.1 | 2.1 | 1.8 | 1.9 | 2.1 | · | 2.1 | 2.2 | 2.0 | 2.1 | 2.2 | 2.2 | |
| Receivables Turnover | 53.1 | 49.6 | 38.8 | 36.7 | 54.7 | · | 48.1 | 43.9 | 41.1 | 44.2 | 45.0 | 43.3 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.7% | 2.0% | 5.5% | -5.0% | 15.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.4% | 0.77% | 5.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 165.0% | -48.0% | · | · | 32.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -34.4% | -10.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.19% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 153.7% | -48.9% | · | · | 31.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -36.6% | -13.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -3.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $480M | $454M | $445M | $422M | $444M | $385M | $362M | $365M | $342M | $341M | $325M | $366M | |
| Net Income TTM | $20M | $8M | $15M | $-390.0K | $30M | $23M | $7M | $-1M | $-14M | $675.0K | $14M | $10M | |
| Market Cap | $378M | $271M | $326M | $159M | $365M | · | $173M | $157M | $219M | $281M | $188M | $277M | |
| Enterprise Value | · | · | $244M | $100M | $281M | · | · | · | $176M | $257M | $148M | · | |
| P/E | 20.4 | 36.6 | 22.5 | -416.0 | 13.0 | 14.0 | 26.3 | -203.8 | -16.7 | 136.4 | 13.1 | 26.5 | |
| P/S | 0.8 | 0.6 | 0.7 | 0.4 | 0.8 | · | 0.5 | 0.4 | 0.6 | 0.8 | 0.6 | 0.8 | |
| P/B | 2.3 | 1.7 | 2.0 | 1.1 | 2.3 | · | 1.3 | 1.3 | 1.8 | 2.1 | 1.4 | 2.1 | |
| P / Tangible Book | 2.3 | 1.7 | 2.0 | 1.1 | 2.3 | 1.9 | · | · | · | · | · | · | |
| P / Cash Flow | 10.7 | 10.7 | 7.9 | 223.7 | 10.5 | · | 20.3 | 7.2 | 20.8 | 82.3 | 18.5 | 19.5 | |
| P / FCF | 13.1 | 18.9 | 10.6 | -23.0 | 13.1 | · | 50.4 | 9.2 | 43.5 | -37.0 | -15.2 | -22.9 | |
| EV / EBITDA | · | · | 8.0 | 3.7 | 6.1 | · | · | · | 17.5 | 17.3 | 8.0 | · | |
| EV / FCF | · | · | 7.9 | -14.5 | 10.1 | · | · | · | 35.0 | -33.8 | -11.9 | · | |
| EV / Revenue | · | · | 0.5 | 0.2 | 0.6 | · | · | · | 0.5 | 0.8 | 0.5 | · | |
| Dividend Yield | · | · | · | 0.00% | 5.4% | · | · | 0.00% | 0.85% | 2.7% | 4.0% | 12.7% | |
| Earnings Yield | 4.9% | 2.7% | 4.5% | -0.24% | 7.7% | 7.2% | 3.8% | -0.49% | -6.0% | 0.73% | 7.6% | 3.8% | |
| Payout Ratio | · | · | · | 0.00% | 65.7% | · | · | 0.00% | -13.4% | 1112.4% | 54.9% | 359.5% | |
| Annual Payout | · | · | · | $0 | $20M | $0 | · | $0 | $2M | $8M | $7M | $35M |
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 | $117M | $123M | $124M | $128M | $115M | $113M | $118M | $115M | $111M | $111M | $109M | $111M | $117M | $109M | $103M | $105M | |
| Cost of Revenue | $31M | $33M | $34M | $34M | $32M | $32M | $33M | $33M | $32M | $32M | $31M | $30M | $32M | $32M | $29M | $30M | |
| Gross Profit | $86M | $90M | $90M | $94M | $82M | $82M | $85M | $82M | $79M | $79M | $78M | $81M | $85M | $77M | $74M | $75M | |
| SG&A Expense | $45M | $44M | $48M | $46M | $44M | $41M | $44M | $41M | $39M | $41M | $40M | $41M | $42M | $44M | $39M | $37M | |
| Operating Income | $5M | $10M | $5M | $9M | $4M | $6M | $5M | $5M | $6M | $5M | $6M | $6M | $7M | $172.0K | $4M | $5M | |
| Other Non-op | $-115.0K | $-1M | $165.0K | $697.0K | $3M | $937.0K | $-3M | $3M | $-1M | $31.0K | $2M | $-927.0K | $-1M | $2M | $2M | $-2M | |
| Pretax Income | $5M | $8M | $5M | $10M | $8M | $7M | $1M | $8M | $4M | $5M | $8M | $5M | $6M | $2M | $6M | $3M | |
| Income Tax | $2M | $3M | $974.0K | $4M | $2M | $2M | $2M | $3M | $3M | $2M | $-2M | $2M | $3M | $433.0K | $4M | $3M | |
| Net Income | $4M | $5M | $4M | $5M | $5M | $5M | $-321.0K | $4M | $1M | $2M | $9M | $3M | $2M | $860.0K | $2M | $90.0K | |
| EPS (Basic) | $0.20 | $0.29 | $0.23 | $0.30 | $0.29 | $0.26 | $-0.01 | $0.23 | $0.07 | $0.12 | $0.46 | $0.15 | $0.13 | $0.05 | $0.10 | $0.00 | |
| EPS (Diluted) | $0.19 | $0.29 | $0.23 | $0.30 | $0.28 | $0.25 | $-0.02 | $0.23 | $0.07 | $0.12 | $0.46 | $0.15 | $0.12 | $0.04 | $0.10 | $0.00 | |
| Shares (Basic) | 17,812,000 | 17,522,000 | -36,525,000 | 17,638,000 | 18,406,000 | 18,486,000 | -37,371,000 | 18,512,000 | 18,647,000 | 18,828,000 | -38,421,000 | 19,133,000 | 19,293,000 | 19,061,000 | -38,831,000 | 19,198,000 | |
| Shares (Diluted) | 18,337,000 | 17,929,000 | -37,378,000 | 18,034,000 | 18,966,000 | 18,846,000 | -38,144,000 | 18,890,000 | 19,119,000 | 19,224,000 | -39,206,000 | 19,492,000 | 19,747,000 | 19,433,000 | -39,323,000 | 19,482,000 | |
| EBITDA | $5M | $13M | · | $9M | $4M | $10M | · | $5M | $6M | $8M | · | $6M | $7M | $3M | · | $5M |
Balance general 26
| 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 | $83M | $88M | $94M | $96M | $81M | $86M | $85M | $79M | $69M | $78M | $82M | $76M | $69M | $66M | $60M | $57M | |
| Receivables | $14M | $13M | $9M | $15M | $13M | $11M | $9M | $11M | $11M | $10M | $9M | $9M | $12M | $10M | $14M | $10M | |
| Inventory | $72M | $67M | $68M | $67M | $69M | $65M | $59M | $62M | $62M | $63M | $67M | $66M | $66M | $68M | $68M | $68M | |
| Prepaid Expense | $10M | $11M | $8M | $8M | $8M | $8M | $7M | $11M | $10M | $10M | $8M | $8M | $9M | $11M | $7M | $8M | |
| Current Assets | $178M | $179M | $179M | $186M | $172M | $171M | $161M | $164M | $152M | $160M | $166M | $160M | $156M | $154M | $150M | $143M | |
| PP&E (Net) | $31M | $31M | $33M | $34M | $36M | $38M | $40M | $42M | $45M | $45M | $45M | $46M | $45M | $46M | $46M | $47M | |
| PP&E (Gross) | · | · | $141M | · | · | · | $137M | · | · | · | $140M | · | · | · | $137M | · | |
| Accum. Depreciation | · | · | $108M | · | · | · | $98M | · | · | · | $95M | · | · | · | $91M | · | |
| Other Non-current Assets | $10M | $10M | $11M | $10M | $10M | $10M | $9M | $10M | $10M | $10M | $10M | $9M | $10M | $10M | $10M | $9M | |
| Total Assets | $260M | $261M | $261M | $265M | $255M | $253M | $241M | $245M | $236M | $247M | $250M | $240M | $236M | $235M | $230M | $224M | |
| Accounts Payable | $8M | $8M | $8M | $7M | $10M | $10M | $9M | $9M | $8M | $9M | $8M | $7M | $7M | $9M | $6M | $7M | |
| Accrued Liabilities | $26M | $25M | $34M | $31M | $27M | $25M | $25M | $24M | $23M | $23M | $33M | $32M | $29M | $29M | $26M | $25M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | $216.0K | $537.0K | · | · | · | |
| Current Liabilities | $69M | $71M | $79M | $84M | $76M | $71M | $66M | $67M | $64M | $69M | $77M | $73M | $71M | $72M | $66M | $64M | |
| Capital Leases | $17M | $18M | $16M | $10M | $11M | $11M | $10M | $11M | $11M | $13M | $10M | $11M | $13M | $13M | $14M | $14M | |
| Deferred Tax | $886.0K | $799.0K | $954.0K | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $936.0K | $1M | $1M | |
| Other Non-current Liabilities | $3M | $3M | $3M | $2M | $2M | $2M | $1M | $1M | $1M | $983.0K | $644.0K | $1M | $1M | $1M | $1M | $1M | |
| Total Liabilities | $91M | $95M | $100M | $98M | $91M | $86M | $80M | $83M | $79M | $88M | $90M | $88M | $87M | $88M | $83M | $82M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | $2M | · | · | · | · | · | · | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $216.0K | $537.0K | · | · | · | |
| Common Stock | $101M | $102M | $102M | $104M | $105M | $115M | $115M | $114M | $114M | $119M | $120M | $123M | $123M | $122M | $122M | $121M | |
| Retained Earnings | $86M | $82M | $77M | $73M | $67M | $62M | $57M | $58M | $53M | $52M | $50M | $41M | $38M | $35M | $35M | $33M | |
| AOCI | $-17M | $-17M | $-18M | $-16M | $-14M | $-16M | $-17M | $-15M | $-17M | $-17M | $-15M | $-17M | $-16M | $-15M | $-13M | $-16M | |
| Stockholders' Equity | $169M | $167M | $162M | $167M | $164M | $167M | $161M | $163M | $156M | $160M | $160M | $152M | $149M | $147M | $147M | $142M | |
| Liabilities + Equity | $260M | $261M | $261M | $265M | $255M | $253M | $241M | $245M | $236M | $247M | $250M | $240M | $236M | $235M | $230M | $224M | |
| Shares Outstanding | 17,614,000 | 17,564,000 | 17,508,000 | 17,560,000 | 17,635,000 | 18,474,000 | 18,483,000 | 18,498,000 | 18,508,000 | 18,786,000 | 18,875,000 | 19,097,000 | 19,098,000 | 19,045,000 | 19,093,000 | 19,166,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $4M | $4M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $2M | $2M | $2M | $1M | $2M | $1M | $1M | $950.0K | $1M | $1M | $1M | $1M | $1M | $1M | $967.0K | $593.0K | |
| Deferred Tax | $-30.0K | $677.0K | $-169.0K | $1M | $-1M | $-2M | $-2M | $40.0K | $143.0K | $-157.0K | $-5M | $-663.0K | $-2M | $-631.0K | $2M | $629.0K | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $100.0K | |
| Other Non-cash | · | $-13M | · | · | · | $-5M | · | · | · | $-5M | · | · | · | $5M | · | · | |
| Operating Cash Flow | $835.0K | $-2M | $10M | $18M | $4M | $3M | $12M | $10M | $1M | $2M | $10M | $14M | $8M | $9M | $4M | $6M | |
| CapEx | $3M | $2M | $2M | $2M | $1M | $1M | $2M | $2M | $3M | $4M | $1M | $4M | $2M | $2M | $3M | $973.0K | |
| Investing Cash Flow | $-3M | $-2M | $-2M | $-2M | $-1M | $-1M | $-2M | $-2M | $-3M | $-4M | $-1M | $-4M | $-2M | $-2M | $-3M | $-973.0K | |
| Stock Repurchased | $2M | $500.0K | $2M | $2M | $12M | $476.0K | $423.0K | $711.0K | $6M | $2M | $4M | $1M | $97.0K | $823.0K | $626.0K | $974.0K | |
| Net Stock Activity | · | $-500.0K | · | · | · | $-476.0K | · | · | · | $-2M | · | · | · | $-823.0K | · | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Financing Cash Flow | $-3M | $-2M | $-9M | $-2M | $-12M | $-731.0K | $-576.0K | $-1M | $-8M | $107.0K | $-5M | $-2M | $-657.0K | $-1M | $-941.0K | $-1M | |
| Net Change in Cash | $-5M | $-6M | $-2M | $14M | $-5M | $2M | $6M | $10M | $-9M | $-5M | $6M | $7M | $3M | $6M | $3M | $640.0K | |
| Taxes Paid | $4M | $2M | $5M | $1M | $4M | $2M | $5M | $2M | $7M | $1M | $2M | $2M | $3M | $2M | · | $-787.0K | |
| Free Cash Flow | · | $-4M | · | · | · | $1M | · | · | · | $-1M | · | · | · | $7M | · | · |
Rentabilidad 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 73.7% | 73.2% | · | 73.3% | 71.7% | 72.0% | · | 71.3% | 71.4% | 71.2% | · | 73.0% | 72.6% | 70.8% | · | 71.7% | |
| Operating Margin | 4.7% | 7.8% | · | 7.0% | 3.7% | 5.5% | · | 4.6% | 5.1% | 4.2% | · | 5.2% | 6.0% | 0.16% | · | 4.8% | |
| Net Margin | 3.0% | 4.2% | · | 4.2% | 4.7% | 4.2% | · | 3.8% | 1.2% | 2.1% | · | 2.5% | 2.1% | 0.79% | · | 0.09% | |
| Pretax Margin | 4.6% | 6.6% | · | 7.5% | 6.6% | 6.3% | · | 6.9% | 4.0% | 4.2% | · | 4.4% | 5.1% | 1.6% | · | 2.6% | |
| EBITDA Margin | 4.7% | 10.4% | · | 7.0% | 3.7% | 8.5% | · | 4.6% | 5.1% | 7.0% | · | 5.2% | 6.0% | 2.7% | · | 4.8% | |
| ROA | 1.4% | 2.0% | · | 2.1% | 2.2% | 1.9% | · | 1.8% | 0.57% | 0.96% | · | 1.2% | 1.0% | 0.36% | · | 0.04% | |
| ROE | 2.1% | 3.1% | · | 3.2% | 3.3% | 2.9% | · | 2.8% | 0.88% | 1.5% | · | 1.9% | 1.7% | 0.58% | · | 0.06% | |
| ROIC | 2.1% | 3.6% | · | 3.1% | 1.9% | 2.5% | · | 1.9% | 1.2% | 1.6% | · | 2.5% | 2.1% | 0.09% | · | 0.26% |
Liquidez y Solvencia 3
| 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 | 2.6 | 2.5 | · | 2.2 | 2.3 | 2.4 | · | 2.4 | 2.4 | 2.3 | · | 2.2 | 2.2 | 2.2 | · | 2.2 | |
| Quick Ratio | 1.4 | 1.4 | · | 1.3 | 1.2 | 1.4 | · | 1.3 | 1.3 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.0 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | · | · | · |
Eficiencia 3
| 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 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | |
| Inventory Turnover | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Receivables Turnover | 8.7 | 10.3 | · | 9.7 | 9.4 | 10.7 | · | 11.0 | 9.3 | 11.0 | · | 11.4 | 10.1 | 12.2 | · | 10.9 |
Valoración (TTM) 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $483M | $479M | · | $471M | $453M | $449M | · | $447M | $449M | $447M | · | $441M | $434M | $428M | · | $434M | |
| Net Income TTM | $19M | $21M | · | $20M | $16M | $13M | · | $11M | $9M | $8M | · | $6M | $4M | $-1M | · | $3M | |
| Market Cap | $384M | $421M | · | $273M | $261M | $232M | · | $252M | $279M | $390M | · | $316M | $261M | $194M | · | $158M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | $241M | $192M | · | · | · | |
| P/E | 20.6 | 21.4 | · | 14.6 | 17.8 | 18.7 | · | 23.9 | 32.8 | 48.3 | · | 53.5 | 71.8 | -127.6 | · | 68.7 | |
| P/S | 0.8 | 0.9 | · | 0.6 | 0.6 | 0.5 | · | 0.6 | 0.6 | 0.9 | · | 0.7 | 0.6 | 0.5 | · | 0.4 | |
| P/B | 2.3 | 2.5 | · | 1.6 | 1.6 | 1.4 | · | 1.5 | 1.8 | 2.4 | · | 2.1 | 1.7 | 1.3 | · | 1.1 | |
| P / Tangible Book | 2.3 | 2.5 | · | 1.6 | 1.6 | 1.4 | · | 1.5 | 1.8 | 2.4 | · | 2.1 | 1.7 | 1.3 | · | 1.1 | |
| P / Cash Flow | · | -228.3 | · | · | · | 88.9 | · | · | · | 178.2 | · | · | · | 20.9 | · | · | |
| P / FCF | · | -97.4 | · | · | · | 154.7 | · | · | · | -260.3 | · | · | · | 27.8 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | 41.3 | 27.3 | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | 0.5 | 0.4 | · | · | · | |
| Earnings Yield | 4.9% | 4.7% | · | 6.8% | 5.6% | 5.3% | · | 4.2% | 3.0% | 2.1% | · | 1.9% | 1.4% | -0.78% | · | 1.5% |
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 | $480M | $454M | $445M | $422M | $444M |
| Margen Bruto % | 72.4% | 71.5% | 72.1% | 71.0% | 74.0% |
| Margen Operativo % | 5.1% | 4.4% | 4.2% | 3.9% | 7.8% |
| Beneficio neto | $20M | $8M | $15M | $-390.0K | $30M |
| EPS Diluido | $1.06 | $0.40 | $0.77 | $-0.02 | $1.42 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | 0.0 | 0.0 | 0.0 |
| Ratio corriente | 2.3 | 2.4 | 2.2 | 2.3 | 2.1 |
| Ratio Rápido | 1.3 | 1.4 | 1.2 | 1.1 | 1.2 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $29M | $14M | $31M | $-7M | $28M |
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Propietarios institucionales (13F) 162 declarantes · $278.7M 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 |
|---|---|---|---|---|
| 24 (-5 vs trimestre anterior) | 15 (-7 vs trimestre anterior) | 43 (-8 vs trimestre anterior) | 51 (+14 vs trimestre anterior) | +1.4M |
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 |
|---|---|---|---|---|
| WYNNEFIELD CAPITAL INC | $53 926 354 | 2 473 686 | 19,35% | Acciones |
| Prescott Group Capital Management, L.L.C. | $38 871 516 | 1 783 097 | 13,95% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $18 960 637 | 869 754 | 6,80% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $15 583 272 | 714 829 | 5,59% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $13 599 516 | 623 831 | 4,88% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $13 176 160 | 604 411 | 4,73% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $11 500 982 | 527 568 | 4,13% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $7 412 000 | 340 000 | 2,66% | Acciones |
| STATE STREET CORP | $7 126 202 | 326 890 | 2,56% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $7 028 825 | 322 327 | 2,52% | Acciones |
| Hillsdale Investment Management Inc. | $6 640 433 | 304 607 | 2,38% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6 309 094 | 289 408 | 2,26% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4 669 320 | 214 189 | 1,68% | Acciones |
| BFSG, LLC | $4 335 170 | 198 861 | 1,56% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4 169 272 | 191 251 | 1,50% | Acciones |
| Boston Partners | $3 920 800 | 179 853 | 1,41% | Acciones |
| MACKENZIE FINANCIAL CORP | $3 141 467 | 144 104 | 1,13% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 891 639 | 132 644 | 1,04% | Acciones |
| Man Group plc | $2 765 831 | 126 873 | 0,99% | Acciones |
| ALGERT GLOBAL LLC | $2 700 911 | 123 895 | 0,97% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $2 427 365 | 111 347 | 0,87% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 280 193 | 104 596 | 0,82% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $2 211 239 | 101 433 | 0,79% | Acciones |
| North Star Investment Management Corp. | $2 170 190 | 99 550 | 0,78% | Acciones |
| First Eagle Investment Management, LLC | $2 153 840 | 98 800 | 0,77% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 126 065 | 97 526 | 0,76% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 091 601 | 95 945 | 0,75% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 318 944 | 60 502 | 0,47% | Acciones |
| Aristides Capital LLC | $1 313 363 | 60 246 | 0,47% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1 303 335 | 59 786 | 0,47% | Acciones |
| BlackRock, Inc. | $1 177 004 | 53 991 | 0,42% | Acciones |
| SummerHaven Investment Management, LLC | $1 088 714 | 49 941 | 0,39% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 088 430 | 49 928 | 0,39% | Acciones |
| Trexquant Investment LP | $1 037 811 | 47 606 | 0,37% | Acciones |
| FIRST TRUST ADVISORS LP | $1 030 551 | 47 273 | 0,37% | Acciones |
| FMR LLC | $992 227 | 45 515 | 0,36% | Acciones |
| PRUDENTIAL FINANCIAL INC | $983 769 | 45 127 | 0,35% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $974 896 | 44 720 | 0,35% | Acciones |
| TWO SIGMA ADVISERS, LP | $820 040 | 38 000 | 0,29% | Acciones |
| XTX Topco Ltd | $763 022 | 35 001 | 0,27% | Acciones |
| STRS OHIO | $701 960 | 32 200 | 0,25% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $667 690 | 30 628 | 0,24% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $654 828 | 30 038 | 0,23% | Acciones |
| Qube Research & Technologies Ltd | $644 953 | 29 585 | 0,23% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $628 472 | 28 829 | 0,23% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $620 668 | 28 471 | 0,22% | Acciones |
| Squarepoint Ops LLC | $590 148 | 27 071 | 0,21% | Acciones |
| MORGAN STANLEY | $559 083 | 25 646 | 0,20% | Acciones |
| BARCLAYS PLC | $540 357 | 24 787 | 0,19% | Acciones |
| PERRITT CAPITAL MANAGEMENT INC | $539 500 | 25 000 | 0,19% | Acciones |
| Douglass Winthrop Advisors, LLC | $521 696 | 23 931 | 0,19% | Acciones |
| Bank of New York Mellon Corp | $516 987 | 23 715 | 0,19% | Acciones |
| Watershed Asset Management, L.L.C. | $487 797 | 22 376 | 0,18% | Acciones |
| Amundi | $477 703 | 21 913 | 0,17% | Acciones |
| ALPS ADVISORS INC | $450 868 | 20 682 | 0,16% | Acciones |
| Jefferies Financial Group Inc. | $436 000 | 20 000 | 0,16% | Acciones |
| RHUMBLINE ADVISERS | $435 800 | 19 991 | 0,16% | Acciones |
| Coppell Advisory Solutions LLC | $410 285 | 105 | 0,15% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $392 716 | 16 370 | 0,14% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $389 697 | 17 876 | 0,14% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $386 994 | 17 752 | 0,14% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $384 290 | 17 628 | 0,14% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $370 033 | 16 974 | 0,13% | Acciones |
| Fortis Capital Management LLC | $363 886 | 16 692 | 0,13% | Acciones |
| Verdad Advisers, LP | $359 613 | 16 496 | 0,13% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $358 130 | 16 428 | 0,13% | Acciones |
| Creative Planning | $357 280 | 16 389 | 0,13% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $348 800 | 16 000 | 0,13% | Acciones |
| Skylands Capital, LLC | $344 963 | 15 824 | 0,12% | Acciones |
| Point72 Asset Management, L.P. | $340 516 | 15 620 | 0,12% | Acciones |
| Brevan Howard Capital Management LP | $339 579 | 15 577 | 0,12% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $337 900 | 15 500 | 0,12% | Acciones |
| EntryPoint Capital, LLC | $324 515 | 14 886 | 0,12% | Acciones |
| JPMORGAN CHASE & CO | $314 237 | 14 575 | 0,11% | Acciones |
| R Squared Ltd | $312 220 | 14 322 | 0,11% | Acciones |
| Magnetar Financial LLC | $310 432 | 14 240 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $294 671 | 13 517 | 0,11% | Acciones |
| HSBC HOLDINGS PLC | $270 604 | 12 476 | 0,10% | Acciones |
| BANK OF AMERICA CORP /DE/ | $263 104 | 12 069 | 0,09% | Acciones |
| State of Wyoming | $248 760 | 11 411 | 0,09% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $238 012 | 10 918 | 0,09% | Acciones |
| Procyon Advisors, LLC | $236 792 | 10 862 | 0,08% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $235 396 | 10 798 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $229 641 | 10 534 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $226 371 | 10 384 | 0,08% | Acciones |
| Integrated Wealth Concepts LLC | $202 980 | 9 311 | 0,07% | Acciones |
| Graham Capital Management, L.P. | $202 631 | 9 295 | 0,07% | Acciones |
| Kemnay Advisory Services Inc. | $163 413 | 7 496 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $148 022 | 6 790 | 0,05% | Acciones |
| CITIGROUP INC | $140 501 | 6 445 | 0,05% | Acciones |
| Invesco Ltd. | $127 312 | 5 840 | 0,05% | Acciones |
| CWM, LLC | $122 296 | 5 098 | 0,04% | Acciones |
| VANGUARD GROUP INC | $121 150 | 5 614 | 0,04% | Acciones |
| Pinnacle Wealth Planning Services, Inc. | $119 595 | 5 486 | 0,04% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $113 600 | 5 211 | 0,04% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $95 811 | 4 395 | 0,03% | Acciones |
| Aquatic Capital Management LLC | $64 572 | 2 962 | 0,02% | Acciones |
| McIlrath & Eck, LLC | $48 076 | 2 004 | 0,02% | Acciones |
| NORTHERN TRUST CORP | $46 608 | 2 138 | 0,02% | Acciones |
| MTM Investment Management, LLC | $43 600 | 2 000 | 0,02% | Acciones |
Informantes de la empresa 36 insiders · 11 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael Dean | President and CEO | 1 de marzo de 2012 A | 4 000 | 0 | 0 | $0 |
| Craig D Huff | EVP & CFO | 10 de agosto de 2005 M | 7 000 | 0 | 0 | $0 |
| Susan M Armstrong | EVP & Chief Operating Officer | 1 de enero de 2016 A | 20 132 | 0 | 0 | $0 |
| Kevin R. Herbert | EVP & President, North America | 26 de junio de 2026 F | 46 890 | 0 | 2 | $-41 364 |
| Bryant J Yates | EVP & President, Europe | 5 de junio de 2026 S | 77 446 | 0 | 1 | $-238 163 |
| Daniel C Norman | EVP & President, Asia | 1 de junio de 2026 S | 47 276 | 0 | 1 | $-200 476 |
| Richard Strulson | EVP/GC & CCO | 1 de enero de 2016 A | 25 821 | 0 | 0 | $0 |
| Matthew L Tripp | VP & Chief Scientific Officer | 19 de septiembre de 2014 A | 6 412 | 0 | 0 | $0 |
| Jamon Jarvis | EVP, Gen Counsel, Sec, CCO | 30 de agosto de 2013 M | 0 | 0 | 0 | $0 |
| Daren G Hogge | EVP, President - Int'l. Div. | 22 de noviembre de 2004 M | 0 | 0 | 0 | $0 |
| Dale G Lee | EVP & President US Sales | 27 de mayo de 2004 M | 3 005 | 0 | 0 | $0 |
| Mary Beth Springer | Consejero | 5 de mayo de 2016 A | 13 438 | 0 | 0 | $0 |
| Albert R Dowden | Consejero | 5 de mayo de 2016 A | 21 539 | 0 | 0 | $0 |
| Rebecca Lee Steinfort | Consejero | 6 de mayo de 2015 A | 3 876 | 0 | 0 | $0 |
| Robert B Mercer | Consejero | 6 de mayo de 2015 A | 15 075 | 0 | 0 | $0 |
| Eugene L Hughes | Consejero | 7 de mayo de 2014 A | 20 064 | 0 | 0 | $0 |
| Mark R Genender | Consejero | 1 de agosto de 2012 A | 3 076 | 0 | 0 | $0 |
| Pauline Hughes | Consejero | 17 de agosto de 2010 G | 320 120 | 0 | 0 | $0 |
| Candace K Weir | Consejero | 15 de junio de 2010 S | 1 387 100 | 0 | 0 | $0 |
| Richard G Hinckley | Consejero | 15 de febrero de 2005 S | 0 | 0 | 0 | $0 |
| Franz L Cristiani | Consejero | 28 de mayo de 2004 A | — | 0 | 0 | $0 |
| Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | Propietario del 10% | 15 de octubre de 2024 S | 64 167 | 0 | 0 | $0 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | Propietario del 10% | 4 de junio de 2020 S | 1 499 404 | 0 | 0 | $0 |
| Joseph W Baty | — | 16 de junio de 2022 A | 150 520 | 0 | 0 | $0 |
| Robert D. Straus | — | 5 de mayo de 2021 A | 23 242 | 0 | 0 | $0 |
| Richard D Moss | — | 5 de mayo de 2021 A | 17 857 | 0 | 0 | $0 |
| John Christopher Teets | — | 12 de abril de 2021 A | 31 355 | 0 | 0 | $0 |
| Jeffrey D Watkins | — | 6 de mayo de 2020 A | 44 915 | 0 | 0 | $0 |
| Kristine F Hughes | — | 11 de noviembre de 2019 S | 74 062 | 0 | 0 | $0 |
| Gregory Probert | — | 12 de febrero de 2018 A | 231 305 | 0 | 0 | $0 |
| Paul Noack | — | 15 de enero de 2017 F | 60 278 | 0 | 0 | $0 |
| Stephen M Bunker | — | 31 de mayo de 2016 P | 31 839 | 0 | 0 | $0 |
| David Wynne Roberts | — | 2 de marzo de 2015 F | 31 974 | 0 | 0 | $0 |
| Greg Halliday | — | 6 de noviembre de 2009 A | — | 0 | 0 | $0 |
| John R Dewyze | — | 6 de noviembre de 2009 A | 2 150 | 0 | 0 | $0 |
| Douglas Faggioli | — | 6 de noviembre de 2009 A | 119 436 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 7 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 |
|---|---|---|---|---|---|
| Shanghai Fosun Pharmaceutical (Group) Co., Ltd., Fosun Pharma USA Inc. ×4 presentaciones | 27 de junio de 2025 | 0,35% | Enmienda | Estructura de capital | SEC |
| Red Mountain Capital Partners LLC, Red Mountain Partners, L.P., RMCP GP LLC, Red Mountain Capital Management, Inc., Willem Mesdag ×11 presentaciones | 20 de septiembre de 2021 | — | Presentación inicial | — | SEC |
| Prescott Group Capital Management, L.L.C., Prescott Group Aggressive Small Cap, L.P., Prescott Group Aggressive Small Cap II, L.P., Prescott Group Aggressive Small Cap Master Fund, G.P., Phil Frohlich ×4 presentaciones | 21 de octubre de 2020 | — | Presentación inicial | — | SEC |
| Wynnefield Partners Small Cap Value, L.P. I, Wynnefield Partners Small Cap Value, L.P., Wynnefield Small Cap Value Offshore Fund, Ltd. (No IRS Identification No.), Wynnefield Capital, Inc. Profit Sharing & Money Purchase Plan, Wynnefield Capital Management, LLC, Wynnefield Capital, Inc., Nelson Obus, Joshua Landes | 12 de junio de 2017 | — | Presentación inicial | Campaña de la junta directiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 10 de marzo de 2010 | — | Presentación inicial | — | SEC |
| Paradigm Capital Management, Inc., Candace K. Weir | 29 de mayo de 2009 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 28 de mayo de 2009 | — | Presentación inicial | Campaña de la junta directiva | 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 41 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 |
|---|---|---|---|---|
| SAWS · ETF Series Solutions | 1,44% | 3 732 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,20% | 20 468 NS | 31 de mayo de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 19 465 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,07% | 50 323 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,06% | 235 NS | 30 de abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,05% | 1 067 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,05% | 584 254 NS | 31 de mayo de 2026 | N-PORT |
| VDC · VANGUARD WORLD FUND | 0,04% | 166 342 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 28 738 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 100 338 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 7 250 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,01% | 97 181 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,01% | 35 702 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 2 200 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 57 728 NS | 30 de abril de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,01% | 11 449 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 85 033 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 9 327 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 4 374 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 383 767 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,01% | 782 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 12 872 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 611 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,01% | 36 346 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,00% | 620 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 930 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 30 081 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 16 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 9 603 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 434 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 252 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 023 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 3 321 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 2 512 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 52 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 1 029 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 24 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 169 599 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 421 191 SH | 8 de agosto de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,00% | 2 188 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 345 SH | 8 de agosto de 2026 | Diario |