NBTB NBT Bancorp Inc. - Common Stock
$52,89
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$39–$54
89% of range
Calificación del Analista
HOLD
13 analysts
Precio Objetivo
$57
+7% upside
P/E (TTM)
12.5
ROE
9.1%
Margen de Beneficio Neto
92.5%
Acerca de NBT Bancorp Inc. - Common Stock Descripción general de la empresa de Wikipedia
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
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NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
History
Founded in 1856 by Warren Newton (former contractor for the Erie and Chenango canals), Isaac Newton (Warren's brother), and James H. Smith (NBT Bank's first President), NBT Bank was first a state-chartered bank called the Bank of Norwich. The bank's first board meeting was held on March 3, 1856 at the law office of Warren and Isaac Newton. The bank opened for business on July 15, 1856 in a storefront on South Main Street.
On June 28, 1865, the bank received a national charter (which it holds to this day) and changed its name to the National Bank of Norwich. In 1918, NBT Bank was one of the first national banks in New York State to apply for and receive trust powers under a Federal Reserve Act and established a Trust Department. In 1925, NBT Bank changed its name a second time to better reflect its expanded services. Over the years, the area served by NBT Bank expanded and in 1989 the bank changed its name for the third time to The National Bank and Trust Company without "of Norwich." In 1995, the bank changed its name for the fourth time to NBT Bank, N.A. (The "N.A." stands for "National Association" and is used primarily in formal or legal contexts.) At the same time, NBT Bank introduced its current logo featuring a blue star and red lettering.
In 2016, NBT Bank celebrated its 160th year in business and published an updated history of the bank to commemorate this milestone.
Mergers and acquisitions
NBT Bank completed its first acquisitions in the 1930s. Since that time, the bank has continued to grow through bank and branch acquisitions as well as through organic expansion.
Since 2000, NBT Bank acquired the following banks: LA Bank based in Scranton, Pennsylvania in 2000; Pioneer American Bank based in Carbondale, Pennsylvania in 2000; First National Bank of Northern New York based in Norfolk, New York in 2001; Central National Bank based in Canajoharie, New York in 2001; City National Bank and Trust Company based in Gloversville, New York in 2005; Hampshire First Bank based in Manchester, New Hampshire in 2012; and Alliance Bank based in Syracuse, New York in 2013. The merger with Alliance Bank was completed on March 8, 2013 and is NBT Bank's largest to date. In December 2022, NBT announced that it will acquire the Connecticut-based Salisbury Bancorp in an equity transaction valued at $204 million. The deal for Salisbury Bancorp closed in August 2023 for $204 million and Salisbury Bank President and CEO Richard J. Cantele Jr. was named to the NBT Bank board of directors and executive management team.
NBT acquired Evans Bank of Williamsville, NY on May 2, 2025. The merger extended NBT’s branch network into the Western Region of New York with the addition of 14 banking offices in the Buffalo area and 4 locations in greater Rochester.
Naming rights
NBT Bank owns the naming rights to NBT Bank Stadium in Syracuse, New York.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
NBTB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$52.89
Capitalización Bursátil
—
P/E (TTM)
12.5
BPA (TTM)
$3.33
Ingresos (TTM)
$183M
Rendimiento div.
—
ROE
9.1%
Deuda/Capital
0.1
Rango 52S
$39 – $55
NBTB 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
$183M
2021-12-31
→
2025-12-31
BPA
$3.33
2021-12-31
→
2025-12-31
Flujo de caja libre
$219M
2021-12-31
→
2025-12-31
Márgenes
92.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
NBTB
Mediana de Pares
P/E (TTM)
12.5
13.0
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
NBTB
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
92.5%
27.6%
ROA
1.1%
1.0%
ROE
9.1%
9.2%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
NBTB
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.1
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
NBTB
Mediana de Pares
Revenue YoY (Ingresos interanuales)
10.4%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
6.7%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
5.4%
—
EPS YoY (EPS interanual)
12.1%
—
Net Income YoY (Beneficio Neto interanual)
20.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
NBTB
Mediana de Pares
Payout Ratio (Ratio de Pago)
42.9%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
42.9%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 1 de junio de 2026 | $0,3700 |
| 2 de marzo de 2026 | $0,3700 |
| 1 de diciembre de 2025 | $0,3700 |
| 29 de agosto de 2025 | $0,3700 |
| 2 de junio de 2025 | $0,3400 |
| 3 de marzo de 2025 | $0,3400 |
| 2 de diciembre de 2024 | $0,3400 |
| 30 de agosto de 2024 | $0,3400 |
| 3 de junio de 2024 | $0,3200 |
| 29 de febrero de 2024 | $0,3200 |
| 30 de noviembre de 2023 | $0,3200 |
| 31 de agosto de 2023 | $0,3200 |
| 31 de mayo de 2023 | $0,3000 |
| 28 de febrero de 2023 | $0,3000 |
| 30 de noviembre de 2022 | $0,3000 |
| 31 de agosto de 2022 | $0,3000 |
| 31 de mayo de 2022 | $0,2800 |
| 28 de febrero de 2022 | $0,2800 |
| 30 de noviembre de 2021 | $0,2800 |
| 31 de agosto de 2021 | $0,2800 |
NBTB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
13 analistas
- Compra fuerte 2 15,4%
- Compra 5 38,5%
- Mantener 6 46,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-19
Mediana
$56.00
Media
$56.83
← Por Debajo de Todos los Objetivos
$52.89
Mín
$54.00
Máx
$62.00
Objetivo mediano
$56.00
+5,9%
Objetivo medio
$56.83
+7,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.01 | $1.04 | -0.03% |
| 31 de marzo de 2026 | $0.97 | $1.00 | -0.03% |
| 31 de diciembre de 2025 | $1.05 | $1.01 | 0.04% |
| 30 de septiembre de 2025 | $1.05 | $0.99 | 0.06% |
| 30 de junio de 2025 | $0.88 | $0.83 | 0.05% |
| 31 de marzo de 2025 | $0.80 | $0.76 | 0.04% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | — |
| FBK | $2.89B | 22.8 | 22.9% | 21.9% | 7.0% | — |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | — |
| TRMK | $2.30B | 10.5 | 42.6% | 28.0% | 10.7% | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| FRME | — | — | — | — | — | — |
| CUBI | — | — | — | — | — | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Interest Expense | · | · | $145M | $22M | $19M | $33M | $56M | $39M | $26M | $23M | |
| Interest Income | $711M | $612M | $523M | $384M | $340M | $348M | $368M | $344M | $309M | $287M | |
| Pretax Income | $219M | $179M | $153M | $196M | $200M | $133M | $155M | $137M | $128M | $119M | |
| Income Tax | $50M | $39M | $35M | $44M | $45M | $29M | $34M | $24M | $46M | $40M | |
| Net Income | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| EPS (Basic) | $3.34 | $2.98 | $2.67 | $3.54 | $3.57 | $2.39 | $2.76 | $2.58 | $1.89 | $1.81 | |
| EPS (Diluted) | $3.33 | $2.97 | $2.65 | $3.52 | $3.54 | $2.37 | $2.74 | $2.56 | $1.87 | $1.80 | |
| Shares (Basic) | 50,651,000 | 47,165,000 | 44,528,000 | 42,917,000 | 43,421,000 | 43,693,000 | 43,815,000 | 43,701,000 | 43,575 | 43,244 | |
| Shares (Diluted) | 50,875,000 | 47,433,000 | 44,770,000 | 43,181,000 | 43,719,000 | 43,989,000 | 44,124,000 | 44,020,000 | 43,905 | 43,622 |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $673M | $217M | $181M | $160M | $149M | |
| PP&E (Net) | $99M | $81M | $81M | $69M | $72M | $74M | $76M | $79M | $81M | $84M | |
| PP&E (Gross) | $280M | $253M | $243M | $190M | $184M | $180M | $180M | $177M | $179M | $177M | |
| Accum. Depreciation | $181M | $172M | $163M | $121M | $112M | $106M | $104M | $98M | $98M | $93M | |
| Goodwill | $453M | $363M | $362M | $281M | $281M | $281M | $275M | $275M | $268M | $265M | |
| Intangibles | $58M | $36M | $40M | $7M | $9M | $12M | $12M | $16M | $13M | $16M | |
| Total Assets | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B | |
| Short-term Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Total Liabilities | $14.10B | $12.26B | $11.88B | $10.57B | $10.76B | $9.75B | $8.60B | $8.54B | $8.18B | $7.95B | |
| Long-term Debt | · | · | · | · | · | · | · | $74M | $89M | $104M | |
| Total Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Common Stock | $591.0K | $540.0K | $540.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | |
| Paid-in Capital | $965M | $743M | $741M | $578M | $577M | $578M | $577M | $575M | $574M | $575M | |
| Retained Earnings | $1.20B | $1.10B | $1.02B | $958M | $856M | $749M | $696M | $621M | $544M | $502M | |
| Treasury Stock | $183M | $175M | $177M | $173M | $160M | $140M | $134M | $136M | $138M | $142M | |
| AOCI | $-83M | $-142M | $-161M | $-190M | $-23M | $417.0K | $-19M | $-43M | $-22M | $-22M | |
| Stockholders' Equity | $1.90B | $1.53B | $1.43B | $1.17B | $1.25B | $1.19B | $1.12B | $1.02B | $958M | $913M | |
| Liabilities + Equity | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $6M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $24M | $9M | $6M | $-20M | $864.0K | $-17M | $-2M | $3M | $4M | $4M | |
| Amort. of Intangibles | $12M | $8M | $5M | $2M | $3M | $3M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $235M | $189M | $157M | $183M | $159M | $145M | $153M | $148M | $137M | $111M | |
| CapEx | $16M | $12M | $9M | $7M | $8M | $8M | $7M | $7M | $7M | $3M | |
| Investing Cash Flow | $169M | $-399M | $-44M | $-926M | $-548M | $-713M | $-64M | $-418M | $-305M | $-630M | |
| Debt Issued | · | · | · | · | · | · | $11M | $25M | $25M | $24M | |
| Net Debt Issued | · | · | · | · | · | · | $-10M | $-15M | $-15M | $-26M | |
| Stock Repurchased | $10M | $251.0K | $5M | $15M | $22M | $8M | $0 | $0 | $0 | $17M | |
| Net Stock Activity | $-10M | $-251.0K | $-5M | $-15M | $-22M | $-8M | · | $0 | $0 | $-17M | |
| Dividends Paid | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M | |
| Financing Cash Flow | $-201M | $289M | $-105M | $-329M | $985M | $1.02B | $-53M | $291M | $179M | $528M | |
| Net Change in Cash | · | · | · | · | · | · | · | $21M | $10M | $9M | |
| Taxes Paid | $25M | $23M | $28M | $63M | $46M | $46M | $28M | $32M | $34M | $41M | |
| Free Cash Flow | $219M | $177M | $148M | $176M | $150M | $134M | $147M | $140M | $130M | $106M | |
| Levered FCF | · | · | $36M | $159M | $135M | $109M | $103M | $109M | $114M | $91M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 92.5% | 84.9% | 82.1% | 100.9% | 102.6% | 74.1% | 90.0% | 89.3% | 20.3% | 20.6% | |
| Pretax Margin | 120.0% | 108.3% | 106.0% | 130.2% | 132.3% | 94.4% | 115.6% | 108.7% | 31.7% | 31.2% | |
| ROA | 1.1% | 1.0% | 0.95% | 1.3% | 1.4% | 1.0% | 1.3% | 1.2% | 0.91% | 0.92% | |
| ROE | 9.1% | 9.2% | 8.5% | 13.1% | 12.4% | 8.9% | 10.9% | 11.2% | 8.6% | 8.6% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.3 | 0.5 | 0.1 | 0.1 | 0.6 | 0.9 | 0.8 | 0.7 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.4% | 14.5% | -3.9% | -0.23% | 7.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.7% | 3.1% | 0.90% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 12.1% | 12.1% | -24.7% | -0.56% | 49.4% | · | · | · | · | · | |
| EPS CAGR 3Y | -1.8% | -5.7% | 3.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.0% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.3% | 18.4% | -21.9% | -1.9% | 48.4% | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.6% | -3.2% | 4.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.2% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Net Income TTM | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| P/E | 12.5 | 16.1 | 15.8 | 12.3 | 10.9 | 13.5 | 14.8 | 13.5 | 19.7 | 23.3 | |
| Earnings Yield | 8.0% | 6.2% | 6.3% | 8.1% | 9.2% | 7.4% | 6.8% | 7.4% | 5.1% | 4.3% | |
| Payout Ratio | 42.9% | 44.3% | 47.0% | 32.7% | 30.8% | 45.2% | 38.0% | 38.4% | 48.8% | 49.6% | |
| Annual Payout | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M |
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 | · | · | · | · | · | · | · | · | · | $52M | · | $42M | $32M | $19M | · | $5M | |
| Interest Income | $186M | $183M | $189M | $190M | $178M | $154M | $158M | $156M | $151M | $147M | $151M | $137M | $121M | $114M | $109M | $99M | |
| Pretax Income | $69M | $67M | $70M | $72M | $31M | $47M | $46M | $49M | $42M | $43M | $40M | $32M | $39M | $43M | $47M | $50M | |
| Income Tax | $16M | $16M | $14M | $17M | $8M | $10M | $10M | $11M | $9M | $9M | $9M | $7M | $9M | $10M | $11M | $11M | |
| Net Income | $53M | $51M | $56M | $54M | $23M | $37M | $36M | $38M | $33M | $34M | $30M | $25M | $30M | $34M | $36M | $39M | |
| EPS (Basic) | $1.02 | $0.98 | $1.07 | $1.04 | $0.45 | $0.78 | $0.76 | $0.81 | $0.69 | $0.72 | $0.65 | $0.54 | $0.70 | $0.78 | $0.84 | $0.91 | |
| EPS (Diluted) | $1.02 | $0.98 | $1.09 | $1.03 | $0.44 | $0.77 | $0.77 | $0.80 | $0.69 | $0.71 | $0.63 | $0.54 | $0.70 | $0.78 | $0.84 | $0.90 | |
| Shares (Basic) | 51,981,000 | 52,123,000 | -99,594,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,313,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,434,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,907,000 | 42,838,000 | |
| Shares (Diluted) | 51,981,000 | 52,123,000 | -99,370,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,045,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,192,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,643,000 | 42,838,000 |
Balance general 16
| 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) | $98M | $100M | $99M | $99M | $96M | $82M | $81M | $80M | $79M | $80M | · | $83M | $67M | $68M | · | $69M | |
| PP&E (Gross) | · | · | $280M | · | · | · | $253M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $181M | · | · | · | $172M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $453M | $453M | $453M | $454M | $454M | $363M | $363M | $362M | $362M | $362M | $362M | $360M | $281M | $281M | $281M | $281M | |
| Intangibles | $51M | $54M | $58M | $61M | $64M | $34M | $36M | $36M | $37M | $39M | $40M | $43M | $6M | $7M | $7M | $8M | |
| Total Assets | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | $13.31B | $13.83B | $11.89B | $11.84B | $11.74B | $11.64B | |
| Short-term Debt | $316M | $118M | $148M | $139M | $113M | $86M | $163M | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Total Liabilities | $14.27B | $14.29B | $14.10B | $14.26B | $14.21B | $12.30B | $12.26B | $12.32B | $12.04B | $12.00B | · | $12.46B | $10.68B | $10.63B | · | $10.48B | |
| Total Debt | $316M | $118M | · | $139M | $113M | $86M | · | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Common Stock | $591.0K | $591.0K | $591.0K | $591.0K | $591.0K | $540.0K | $540.0K | $540.0K | $540.0K | $540.0K | · | $540.0K | $497.0K | $497.0K | · | $497.0K | |
| Paid-in Capital | $966M | $966M | $965M | $964M | $963M | $741M | $743M | $743M | $742M | $741M | · | $741M | $578M | $578M | · | $578M | |
| Retained Earnings | $1.26B | $1.23B | $1.20B | $1.16B | $1.13B | $1.12B | $1.10B | $1.08B | $1.06B | $1.04B | · | $1.01B | $997M | $980M | · | $935M | |
| Treasury Stock | $196M | $194M | $183M | $173M | $174M | $175M | $175M | $176M | $176M | $176M | · | $177M | $175M | $173M | · | $173M | |
| AOCI | $-89M | $-87M | $-83M | $-99M | $-109M | $-122M | $-142M | $-126M | $-163M | $-164M | $-161M | $-208M | $-190M | $-174M | $-190M | $-184M | |
| Stockholders' Equity | $1.94B | $1.91B | $1.90B | $1.85B | $1.81B | $1.57B | $1.53B | $1.52B | $1.46B | $1.44B | $1.43B | $1.36B | $1.21B | $1.21B | $1.17B | $1.16B | |
| Liabilities + Equity | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | · | $13.83B | $11.89B | $11.84B | · | $11.64B |
Flujo de Efectivo 12
| 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 | $871.0K | $3M | $647.0K | $2M | $873.0K | $2M | $837.0K | $964.0K | $2M | $2M | $965.0K | $825.0K | $847.0K | $2M | $581.0K | $670.0K | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $458.0K | $536.0K | $538.0K | $544.0K | |
| Operating Cash Flow | $62M | $53M | $66M | $81M | $46M | $42M | $49M | $52M | $51M | $37M | $36M | $55M | $45M | $22M | $30M | $51M | |
| CapEx | $1M | $4M | $4M | $6M | $2M | $4M | $4M | $4M | $1M | $2M | $3M | $3M | $1M | $1M | $2M | $2M | |
| Investing Cash Flow | $-429M | $-6M | $-36M | $-14M | $332M | $-113M | $-148M | $-58M | $-180M | $-13M | $48M | $67M | $-83M | $-76M | $-227M | $-142M | |
| Stock Repurchased | $3M | $11M | $10M | $0 | $0 | $0 | $0 | $0 | $188.0K | $63.0K | $0 | $2M | $3M | $0 | $0 | $0 | |
| Net Stock Activity | · | $-11M | · | · | · | $0 | · | · | · | $-63.0K | · | · | · | $0 | · | · | |
| Dividends Paid | $19M | $19M | $19M | $19M | $18M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $13M | |
| Financing Cash Flow | $-54M | $182M | $-183M | $32M | $-91M | $41M | $-100M | $281M | $18M | $90M | $-551M | $350M | $10M | $86M | $74M | $-111M | |
| Taxes Paid | $17M | $3M | $8M | $16.0K | $15M | $2M | $6M | $8M | $6M | $4M | $973.0K | $5M | $6M | $15M | $21M | $18M | |
| Free Cash Flow | · | $49M | · | · | · | $38M | · | · | · | $34M | · | · | · | $20M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $6M | · | · |
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 | 28.4% | 27.7% | · | 29.3% | 13.2% | 23.8% | · | 25.8% | 23.3% | 24.1% | · | 18.2% | 24.8% | 26.6% | · | 29.6% | |
| Pretax Margin | 37.0% | 36.1% | · | 38.6% | 17.9% | 30.5% | · | 33.1% | 29.9% | 30.7% | · | 23.5% | 32.0% | 34.2% | · | 38.3% | |
| ROA | 0.33% | 0.34% | · | 0.36% | 0.15% | 0.27% | · | 0.28% | 0.26% | 0.27% | · | 0.19% | 0.25% | 0.28% | · | 0.33% | |
| ROE | 2.8% | 2.9% | · | 3.2% | 1.4% | 2.4% | · | 2.6% | 2.5% | 2.5% | · | 1.9% | 2.5% | 2.8% | · | 3.2% |
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 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.4 | 0.5 | 0.4 | · | 0.1 |
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) 5
| 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 | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | |
| Net Income TTM | $181M | $165M | · | $152M | $130M | $141M | · | $129M | $121M | $122M | · | $127M | $140M | $150M | · | $153M | |
| P/E | 14.2 | 13.2 | · | 13.7 | 15.4 | 14.4 | · | 16.1 | 14.6 | 13.4 | · | 10.9 | 9.8 | 9.7 | · | 10.7 | |
| Earnings Yield | 7.0% | 7.6% | · | 7.3% | 6.5% | 6.9% | · | 6.2% | 6.8% | 7.4% | · | 9.2% | 10.2% | 10.3% | · | 9.3% | |
| Payout Ratio | · | 37.6% | · | · | · | 43.7% | · | · | · | 44.6% | · | · | · | 38.2% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $183M | — | — | $166M | — |
| Beneficio neto | $169M | — | — | $141M | — |
| EPS Diluido | $3.33 | — | — | $2.97 | — |
Balance general
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | — | — | 0.1 | — |
Flujo de Efectivo
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $219M | — | — | $177M | — |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 303 declarantes · $1.1B 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 |
|---|---|---|---|---|
| 35 (-22 vs trimestre anterior) | 38 (+18 vs trimestre anterior) | 87 (-9 vs trimestre anterior) | 84 (+8 vs trimestre anterior) | +825K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $170 303 691 | 3 449 538 | 15,67% | Acciones |
| STATE STREET CORP | $134 853 711 | 2 731 491 | 12,41% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $113 132 991 | 2 291 533 | 10,41% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $111 325 647 | 2 254 925 | 10,24% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $59 190 904 | 1 198 659 | 5,45% | Acciones |
| FMR LLC | $33 979 248 | 688 257 | 3,13% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $31 979 295 | 647 745 | 2,94% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $31 071 059 | 629 351 | 2,86% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30 196 864 | 611 644 | 2,78% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $28 580 978 | 578 914 | 2,63% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27 632 241 | 559 697 | 2,54% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $25 666 624 | 519 883 | 2,36% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $16 978 738 | 343 908 | 1,56% | Acciones |
| Bank of New York Mellon Corp | $15 541 380 | 314 794 | 1,43% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $11 889 382 | 240 822 | 1,09% | Acciones |
| CITADEL ADVISORS LLC | $10 135 464 | 205 296 | 0,93% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9 352 307 | 189 433 | 0,86% | Acciones |
| Public Sector Pension Investment Board | $8 822 567 | 178 703 | 0,81% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7 632 659 | 155 230 | 0,70% | Acciones |
| ProShare Advisors LLC | $7 268 992 | 147 235 | 0,67% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $6 680 446 | 135 314 | 0,61% | Acciones |
| RHUMBLINE ADVISERS | $6 495 443 | 131 567 | 0,60% | Acciones |
| FIRST TRUST ADVISORS LP | $6 285 097 | 127 306 | 0,58% | Acciones |
| Edgestream Partners, L.P. | $6 172 386 | 125 023 | 0,57% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6 030 200 | 122 143 | 0,55% | Acciones |
| Ceredex Value Advisors LLC | $5 808 381 | 117 650 | 0,53% | Acciones |
| Savant Capital, LLC | $5 741 300 | 126 428 | 0,53% | Acciones |
| Swiss National Bank | $5 025 866 | 101 800 | 0,46% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4 828 340 | 96 029 | 0,44% | Acciones |
| GOLDMAN SACHS GROUP INC | $4 553 695 | 92 236 | 0,42% | Acciones |
| Schonfeld Strategic Advisors LLC | $4 517 946 | 91 512 | 0,42% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $4 189 489 | 84 859 | 0,39% | Acciones |
| Legal & General Group Plc | $3 935 282 | 79 710 | 0,36% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 907 487 | 79 147 | 0,36% | Acciones |
| Qube Research & Technologies Ltd | $3 843 849 | 77 858 | 0,35% | Acciones |
| Empowered Funds, LLC | $3 809 044 | 77 153 | 0,35% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 664 143 | 74 218 | 0,34% | Acciones |
| PL Capital Advisors, LLC | $3 605 491 | 73 030 | 0,33% | Acciones |
| D. E. Shaw & Co., Inc. | $3 492 236 | 70 736 | 0,32% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 742 365 | 64 405 | 0,25% | Acciones |
| PRUDENTIAL FINANCIAL INC | $2 686 518 | 54 416 | 0,25% | Acciones |
| LPL Financial LLC | $2 559 778 | 51 849 | 0,24% | Acciones |
| Baird Financial Group, Inc. | $2 249 742 | 45 569 | 0,21% | Acciones |
| MGO ONE SEVEN LLC | $2 139 202 | 43 330 | 0,20% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 123 678 | 49 875 | 0,20% | Acciones |
| Quantinno Capital Management LP | $2 104 281 | 42 622 | 0,19% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 071 368 | 41 956 | 0,19% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 003 237 | 40 576 | 0,18% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $1 969 221 | 39 887 | 0,18% | Acciones |
| BlackRock, Inc. | $1 898 770 | 38 460 | 0,17% | Acciones |
| Linden Thomas Advisory Services, LLC | $1 779 887 | 36 052 | 0,16% | Acciones |
| Horizon Advisory Services, Inc. | $1 717 138 | 34 781 | 0,16% | Acciones |
| Members Advisory Group LLC | $1 654 981 | 33 522 | 0,15% | Acciones |
| MetLife Investment Management, LLC | $1 490 135 | 30 183 | 0,14% | Acciones |
| Cetera Investment Advisers | $1 458 033 | 29 533 | 0,13% | Acciones |
| Financial Engines Advisors L.L.C. | $1 453 058 | 29 432 | 0,13% | Acciones |
| TOMPKINS FINANCIAL CORP | $1 406 354 | 28 486 | 0,13% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1 374 708 | 27 845 | 0,13% | Acciones |
| MISSION WEALTH MANAGEMENT, LP | $1 337 718 | 27 096 | 0,12% | Acciones |
| Illinois Municipal Retirement Fund | $1 335 014 | 27 041 | 0,12% | Acciones |
| Arax Advisory Partners | $1 330 966 | 26 959 | 0,12% | Acciones |
| Horizon Investments, LLC | $1 326 424 | 26 867 | 0,12% | Acciones |
| XTX Topco Ltd | $1 322 079 | 26 779 | 0,12% | Acciones |
| Vanguard Global Advisers, LLC | $1 321 684 | 26 771 | 0,12% | Acciones |
| IFP Advisors, Inc | $1 235 929 | 25 034 | 0,11% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 178 709 | 23 875 | 0,11% | Acciones |
| FRANKLIN RESOURCES INC | $1 172 439 | 23 748 | 0,11% | Acciones |
| Louisiana State Employees Retirement System | $1 125 636 | 22 800 | 0,10% | Acciones |
| PNC Financial Services Group, Inc. | $1 102 926 | 22 340 | 0,10% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 098 976 | 22 260 | 0,10% | Acciones |
| Rafferty Asset Management, LLC | $1 081 845 | 21 913 | 0,10% | Acciones |
| Rosenthal | Henry Capital Advisors, Inc. | $1 045 409 | 21 175 | 0,10% | Acciones |
| Invesco Ltd. | $1 009 024 | 20 438 | 0,09% | Acciones |
| JANUS HENDERSON GROUP PLC | $992 889 | 23 310 | 0,09% | Acciones |
| Geneos Wealth Management Inc. | $953 236 | 19 308 | 0,09% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $902 829 | 18 287 | 0,08% | Acciones |
| Note Advisors, LLC | $891 008 | 18 048 | 0,08% | Acciones |
| MORGAN STANLEY | $867 343 | 17 568 | 0,08% | Acciones |
| Beacon Pointe Advisors, LLC | $866 148 | 17 544 | 0,08% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $852 077 | 17 259 | 0,08% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $798 652 | 16 177 | 0,07% | Acciones |
| Mariner, LLC | $795 494 | 16 113 | 0,07% | Acciones |
| OSAIC HOLDINGS, INC. | $787 731 | 15 953 | 0,07% | Acciones |
| Financial Planning Hawaii, Inc. | $762 223 | 15 439 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $754 966 | 15 292 | 0,07% | Acciones |
| LEIGH BALDWIN & CO., LLC | $741 455 | 15 018 | 0,07% | Acciones |
| CWM, LLC | $741 430 | 17 413 | 0,07% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $740 550 | 15 000 | 0,07% | Opción de compra |
| PEOPLES FINANCIAL SERVICES CORP. | $740 400 | 15 000 | 0,07% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $739 168 | 14 972 | 0,07% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $722 283 | 14 630 | 0,07% | Acciones |
| ARIZONA STATE RETIREMENT SYSTEM | $690 785 | 13 992 | 0,06% | Acciones |
| YOUSIF CAPITAL MANAGEMENT, LLC | $686 589 | 13 907 | 0,06% | Acciones |
| Washington Trust Advisors, Inc. | $672 716 | 13 626 | 0,06% | Acciones |
| Fenimore Asset Management Inc | $659 336 | 13 355 | 0,06% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $646 056 | 13 086 | 0,06% | Acciones |
| Entropy Technologies, LP | $645 217 | 13 069 | 0,06% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $639 736 | 12 958 | 0,06% | Acciones |
| IEQ CAPITAL, LLC | $628 501 | 12 730 | 0,06% | Acciones |
| Community Bank, N.A. | $613 100 | 12 421 | 0,06% | Acciones |
Informantes de la empresa 51 insiders · 14 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Scott Allen Kingsley | President & CEO NBT Bancorp | 23 de marzo de 2026 A | 57 936 | 0 | 0 | $0 |
| Annette L Burns | EVP & Chief Financial Officer | 23 de marzo de 2026 A | 24 313 | 0 | 0 | $0 |
| John V Moran | EVP & Chief Financial Officer | 23 de marzo de 2020 A | 6 362 | 0 | 0 | $0 |
| Joseph R Stagliano | SEVP & President of NBT Bank | 23 de marzo de 2026 F | 85 446 | 0 | 0 | $0 |
| Ruth H Mahoney | EVP/President of Wealth Mgmt | 29 de julio de 2026 S | 11 928 | 0 | 2 | $-477 350 |
| Sarah A Halliday | EVP/Chief Comm Innovation Off | 29 de julio de 2026 S | 22 054 | 0 | 1 | $-486 360 |
| Martin Randolph Sparks | EVP,General Counsel,Secretary | 12 de junio de 2026 S | 14 463 | 0 | 2 | $-156 768 |
| Cynthia A Smaniotto | EVP, Chief HR Officer | 15 de mayo de 2026 F | 17 747 | 0 | 0 | $0 |
| Amy Wiles | EVP, Chief Risk and Credit | 15 de mayo de 2026 F | 27 161 | 0 | 1 | $-202 768 |
| Shaunastar Hyle | EVP, Retail Community Banking | 23 de marzo de 2026 A | 29 298 | 0 | 0 | $0 |
| Angela M Kelley | EVP,General Counsel,Secretary | 23 de marzo de 2020 A | 3 860 | 0 | 0 | $0 |
| Catherine Scarlett | EVP, Chief HR & Ethics Officer | 15 de enero de 2020 F | 57 225 | 0 | 0 | $0 |
| Matthew K Durkee | EVP / President of New England | 15 de enero de 2020 F | 31 471 | 0 | 0 | $0 |
| Timothy Brenner | EVP & President Wealth Mgmt | 15 de enero de 2020 F | 58 115 | 0 | 0 | $0 |
| Heidi M Hoeller | Consejero | 12 de junio de 2026 S | 11 560 | 0 | 1 | $-100 884 |
| John H Watt JR | Consejero | 9 de junio de 2026 S | 54 010 | 0 | 1 | $-995 820 |
| Andrew S Kowalczyk III | Consejero | 21 de mayo de 2026 A | 13 642 | 0 | 0 | $0 |
| Jason David Brown | Consejero | 19 de mayo de 2026 A | 8 414 | 0 | 0 | $0 |
| Johanna R Ames | Consejero | 19 de mayo de 2026 A | 7 593 | 0 | 0 | $0 |
| Matthew J Salanger | Consejero | 19 de mayo de 2026 A | 28 116 | 0 | 0 | $0 |
| Daniel V Robinson II | Consejero | 19 de mayo de 2026 A | 21 755 | 0 | 0 | $0 |
| David J Nasca | Consejero | 19 de mayo de 2026 A | 71 705 | 0 | 0 | $0 |
| Richard J Cantele JR | Consejero | 19 de mayo de 2026 A | 58 106 | 0 | 0 | $0 |
| Martin A Dietrich | Consejero | 19 de mayo de 2026 A | 112 294 | 0 | 0 | $0 |
| Timothy E Delaney | Consejero | 19 de mayo de 2026 A | 52 935 | 5 | 0 | $2 444 166 |
| John C Mitchell | Consejero | 19 de mayo de 2020 A | 34 727 | 0 | 0 | $0 |
| Jack H Webb | Consejero | 19 de diciembre de 2016 G | 55 340 | 0 | 0 | $0 |
| Lowell A Seifter | Consejero | 25 de marzo de 2013 A | 34 514 | 0 | 0 | $0 |
| Paul M Solomon | Consejero | 25 de marzo de 2013 A | 61 895 | 0 | 0 | $0 |
| Andrew S Kowalczyk JR | Consejero | 3 de mayo de 2005 A | 9 535 | 0 | 0 | $0 |
| Gene E Goldenziel | Consejero | 26 de enero de 2004 A | 77 280 | 0 | 0 | $0 |
| Michael J Chewens | — | 16 de enero de 2015 S | 38 290 | 0 | 0 | $0 |
| Sheldon F Prentice | — | 15 de enero de 2015 F | 19 177 | 0 | 0 | $0 |
| David E Raven | — | 15 de enero de 2015 F | 33 550 | 0 | 0 | $0 |
| Jeffrey M Levy | — | 21 de enero de 2009 A | 12 425 | 0 | 0 | $0 |
| Daryl R Forsythe | — | 2 de enero de 2009 S | 126 618 | 0 | 0 | $0 |
| Michael M Murphy | — | 12 de noviembre de 2008 S | 0 | 0 | 0 | $0 |
| William C Gumble | — | 5 de noviembre de 2008 S | 96 607 | 0 | 0 | $0 |
| Joseph G Nasser | — | 3 de noviembre de 2008 M | 28 100 | 0 | 0 | $0 |
| Robert A Wadsworth | — | 1 de mayo de 2008 A | 3 953 | 0 | 0 | $0 |
| CIVIL PATRICIA T | — | 1 de mayo de 2008 A | 7 470 | 0 | 0 | $0 |
| William L Owens | — | 1 de mayo de 2008 A | 11 431 | 0 | 0 | $0 |
| Joseph A Santangelo | — | 1 de mayo de 2008 A | 14 285 | 0 | 0 | $0 |
| Richard Chojnowski | — | 1 de mayo de 2008 A | 271 966 | 0 | 0 | $0 |
| Janet H Ingraham | — | 30 de octubre de 2007 A | 17 193 | 0 | 0 | $0 |
| Paul D Horger | — | 1 de mayo de 2007 A | 17 384 | 0 | 0 | $0 |
| Peter B Gregory DDS | — | 1 de mayo de 2007 A | 95 042 | 0 | 0 | $0 |
| Michael H Hutcherson | — | 1 de mayo de 2007 A | 6 713 | 0 | 0 | $0 |
| Van Ness D Robinson | — | 7 de febrero de 2007 S | 812 558 | 0 | 0 | $0 |
| Ronald M Bentley | — | 28 de julio de 2006 M | 550 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 72 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,06% | 150 023 NS | 31 de mayo de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,24% | 10 198 NS | 30 de abril de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,22% | 24 541 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 561 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,18% | 48 913 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,17% | 103 001 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 18 967 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,11% | 347 050 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,11% | 627 NS | 31 de mayo de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 13 973 NS | 30 de abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,07% | 913 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 22 192 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 2 410 NS | 31 de mayo de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,06% | 1 651 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,06% | 96 384 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 164 527 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 98 670 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 250 462 NS | 31 de mayo de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,05% | 1 587 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 7 855 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1 885 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 13 092 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 1 906 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 2 182 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 125 865 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 7 854 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2 112 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 1 301 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 124 253 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 38 513 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 48 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 5 748 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 19 545 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 22 493 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 3 672 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 14 031 NS | 30 de abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 1 140 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 15 785 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 30 853 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 410 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VIG · VANGUARD SPECIALIZED FUNDS | — | — | 15 de julio de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | — | — | 15 de julio de 2026 | Diario |