NIC Nicolet Bankshares Inc. Common Stock
$176,35
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 31, 2026
Rango 52S
$114–$180
94% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$192
+9% upside
P/E (TTM)
18.0
ROE
12.3%
Margen de Beneficio Neto
38.4%
Acerca de Nicolet Bankshares Inc. Common Stock Descripción general de la empresa de Wikipedia
Nicolet Bankshares, Inc. is a U.S. regional bank holding company based in Green Bay, Wisconsin. They are the parent company of Nicolet National Bank, the second largest Wisconsin-based bank.
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Nicolet Bankshares, Inc. is a U.S. regional bank holding company based in Green Bay, Wisconsin. They are the parent company of Nicolet National Bank, the second largest Wisconsin-based bank.
As of June 30, 2021, it had over $6.1 billion in assets.
## History
Nicolet Bankshares was founded in November 2000, after founders Bob Atwell and Mike Daniels felt that the local bank they worked for was getting away from community banking, which they felt was important. In 2010, Nicolet acquired four branches from Anchor Bank. In 2013, they acquired both Mid-Wisconsin Bank and the Bank of Wausau.
In 2015, the company merged with Baylake Bank; the new company took the Nicolet National Bank name. On April 12, 2016, the shareholders of both banks voted in favor of merging the two banks. The $140 million deal closed on April 29, 2016.
In February 2020, Nicolet Bankshares announced plans to acquire West Bend, Wisconsin-based Commerce State Bank and its four branches in a deal valued at $129.6 million. Three months later in May 2020, Nicolet terminated its agreement to acquire Commerce State Bank citing the impact of coronavirus and falling stock price for the publicly traded Nicolet Bank.
On April 26, 2021 Robert B. Atwell left as chief executive officer at Nicolet Bank after 19 years. Mike Daniels was named President and Chief Executive Officer, and Bob Atwell was named Executive Chairman of Nicolet.
On September 3, 2021, Nicolet completed a merger with Mackinac Financial Corporation, headquartered in Manistique, Michigan, and operating as mBank with branches in Michigan's Upper Peninsula and northern Lower Peninsula. Nicolet shuttered the mBank branches in Menominee, Alanson, Kaleva, Mio, West Ishpeming, Negaunee, and the McClellan Avenue branch in Marquette. It also sold the Birmingham branch and lending office in Metro Detroit to the Bank of Ann Arbor.
On August 30, 2022 Nicolet Bankshares, Inc. completed a merger with Charter Bankshares, Inc. As a result, Charter merged with and into Nicolet, with Nicolet being the surviving corporation. Charter Bankshares was valued at 1.1 billion at the time of this acquisition.
In October 2025, Nicolet Bankshares agreed to acquire MidWestOne Financial Group in a $864 million all-stock deal.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
NIC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$176.35
Capitalización Bursátil
$2.61B
P/E (TTM)
18.0
BPA (TTM)
$9.78
Ingresos (TTM)
—
Rendimiento div.
0.72%
ROE
12.3%
Deuda/Capital
0.0
Rango 52S
$114 – $180
NIC 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
—
BPA
$9.78
2016-12-31
→
2025-12-31
Flujo de caja libre
$149M
2020-12-31
→
2025-12-31
Márgenes
38.4%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
NIC
Mediana de Pares
P/E (TTM)
18.0
14.8
P/S (TTM) (P/V (TTM))
6.7
2.4
P/B (P/C)
2.1
1.0
Price / FCF (Precio / FCF)
17.5
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
NIC
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
38.4%
28.7%
ROA
1.7%
1.2%
ROE
12.3%
9.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
NIC
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
NIC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
11.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
9.6%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
15.3%
—
EPS YoY (EPS interanual)
21.5%
—
Net Income YoY (Beneficio Neto interanual)
21.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
NIC
Mediana de Pares
Payout Ratio (Ratio de Pago)
12.4%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
0.72%
Ratio de Pago
12.4%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 1 de junio de 2026 | $0,3600 |
| 2 de marzo de 2026 | $0,3200 |
| 8 de diciembre de 2025 | $0,3200 |
| 2 de septiembre de 2025 | $0,3200 |
| 2 de junio de 2025 | $0,3200 |
| 10 de marzo de 2025 | $0,2800 |
| 2 de diciembre de 2024 | $0,2800 |
| 3 de septiembre de 2024 | $0,2800 |
| 3 de junio de 2024 | $0,2800 |
| 7 de marzo de 2024 | $0,2500 |
| 30 de noviembre de 2023 | $0,2500 |
| 31 de agosto de 2023 | $0,2500 |
| 31 de mayo de 2023 | $0,2500 |
NIC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 1 10,0%
- Compra 6 60,0%
- Mantener 3 30,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-16
Mediana
$194.00
Media
$191.80
← Por Debajo de Todos los Objetivos
$176.35
Mín
$185.00
Máx
$200.00
Objetivo mediano
$194.00
+10,0%
Objetivo medio
$191.80
+8,8%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.23%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $2.99 | $2.82 | 0.17% |
| 31 de marzo de 2026 | $2.75 | $2.68 | 0.07% |
| 31 de diciembre de 2025 | $2.78 | $2.26 | 0.52% |
| 30 de septiembre de 2025 | $2.73 | $2.37 | 0.36% |
| 30 de junio de 2025 | $2.34 | $2.18 | 0.16% |
| 31 de marzo de 2025 | $2.08 | $1.98 | 0.10% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NIC | $1.80B | 12.4 | 11.9% | 38.4% | 12.3% | — |
| WSBC | $3.19B | 14.9 | 61.8% | 22.7% | 5.7% | — |
| RNST | — | 17.0 | 37.7% | — | — | — |
| MCHB | — | 11.5 | 3.3% | 534.4% | 9.4% | — |
| BANF | — | — | — | — | — | — |
| MCHB | — | 11.5 | 3.3% | 534.4% | 9.4% | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| FFBC | — | 9.4 | 7.6% | 28.4% | 9.6% | — |
| SBCF | $3.08B | 20.0 | 26.6% | 22.2% | 5.8% | — |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $141M | $34M | $14M | $20M | $23M | $19M | $11M | $7M | |
| Interest Income | $471M | $438M | $383M | $274M | $172M | $149M | $139M | $126M | $109M | $75M | |
| Pretax Income | $187M | $155M | $87M | $126M | $81M | $81M | $71M | $55M | $50M | $28M | |
| Income Tax | $36M | $31M | $25M | $31M | $20M | $20M | $16M | $13M | $16M | $9M | |
| Net Income | $151M | $124M | $62M | $94M | $61M | $60M | $55M | $41M | $33M | $18M | |
| EPS (Basic) | $10.06 | $8.24 | $4.17 | $6.78 | $5.65 | $5.82 | $5.71 | $4.26 | $3.51 | $2.49 | |
| EPS (Diluted) | $9.78 | $8.05 | $4.08 | $6.56 | $5.44 | $5.70 | $5.52 | $4.12 | $3.33 | $2.37 | |
| Shares (Basic) | 14,979,671 | 15,049,225 | 14,742,675 | 13,909,299 | 10,735,605 | 10,337,138 | 9,561,978 | 9,640,258 | 9,440,000 | 7,158,367 | |
| Shares (Diluted) | 15,403,934 | 15,415,822 | 15,070,579 | 14,374,931 | 11,144,866 | 10,541,251 | 9,900,319 | 9,956,353 | 9,958,000 | 7,513,971 | |
| EBITDA | $15M | $17M | $18M | $22M | $14M | $11M | $7M | $6M | · | · |
Balance general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $120M | $127M | $119M | $109M | $95M | $60M | $56M | $48M | $47M | · | |
| PP&E (Gross) | $186M | $185M | $169M | $153M | $132M | $92M | $87M | $75M | $70M | · | |
| Accum. Depreciation | $65M | $58M | $50M | $44M | $37M | $32M | $30M | $27M | $23M | · | |
| Goodwill | $367M | $367M | $367M | $367M | $317M | $163M | $151M | $107M | $107M | · | |
| Intangibles | · | $21M | $27M | $35M | $22M | $12M | $15M | $17M | $21M | · | |
| Total Assets | $9.19B | $8.80B | $8.47B | $8.76B | $7.70B | $4.55B | $3.58B | $3.10B | $2.93B | · | |
| Short-term Debt | $0 | $0 | $0 | $317M | $0 | $0 | $0 | $0 | $0 | · | |
| Total Liabilities | $7.93B | $7.62B | $7.43B | $7.79B | $6.80B | $4.01B | $3.06B | $2.71B | $2.57B | · | |
| Long-term Debt | $135M | $161M | $167M | $225M | $217M | $54M | $68M | $77M | $78M | · | |
| Total Debt | $0 | $0 | $0 | $317M | $0 | $0 | $0 | $0 | · | · | |
| Paid-in Capital | $583M | $656M | $634M | $622M | $575M | $273M | $313M | $248M | $264M | · | |
| Retained Earnings | $698M | $566M | $458M | $408M | $314M | $253M | $199M | $144M | $102M | · | |
| AOCI | $-24M | $-49M | $-53M | $-57M | $3M | $13M | $4M | $-6M | $-2M | · | |
| Stockholders' Equity | $1.26B | $1.17B | $1.04B | $973M | $892M | $539M | $516M | $387M | $364M | · | |
| Liabilities + Equity | $9.19B | $8.80B | $8.47B | $8.76B | $7.70B | $4.55B | $3.58B | $3.10B | $2.93B | · | |
| Shares Outstanding | 14,811,445 | 15,356,785 | 14,894,209 | 14,690,614 | 13,994,079 | 10,011,342 | 10,587,738 | 9,495,265 | 9,818,247 | · |
Flujo de Efectivo 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $17M | $18M | $22M | $14M | $11M | $7M | $6M | $7M | $5M | |
| Stock-based Comp | $7M | $7M | $6M | $7M | $7M | $6M | $5M | $5M | $3M | $2M | |
| Deferred Tax | $-5M | $-7M | $3M | $-13M | $6M | $3M | $-3M | $-2M | $7M | $3M | |
| Amort. of Intangibles | $6M | $7M | $8M | $7M | $3M | $4M | $4M | $4M | $5M | $3M | |
| Other Non-cash | $-15M | $-21M | $19M | $7M | $10M | $-735.0K | $-6M | $291.0K | · | · | |
| Operating Cash Flow | $154M | $134M | $108M | $117M | $98M | $79M | $58M | $51M | $41M | $25M | |
| CapEx | $4M | $17M | $19M | $12M | $13M | $11M | $4M | $4M | · | · | |
| Investing Cash Flow | $-231M | $-288M | $591M | $-516M | $-371M | $-209M | $-63M | $-77M | $-151M | $51M | |
| Debt Issued | · | · | $0 | $0 | $104M | $368M | $0 | $0 | $30M | $0 | |
| Net Debt Issued | $-27M | $-5M | $-59M | $-20M | $-84M | $-16M | $-87M | $-1M | · | · | |
| Stock Issued | $101.0K | $585.0K | $844.0K | $751.0K | $2M | $2M | $9M | $2M | $4M | $2M | |
| Stock Repurchased | $77M | $10M | $2M | $61M | $63M | $42M | $28M | $23M | $15M | $5M | |
| Net Stock Activity | $-76M | $-10M | $5M | $-58M | $-60M | $-40M | $-20M | $-21M | · | · | |
| Dividends Paid | $19M | $17M | $11M | $0 | $0 | · | · | · | · | · | |
| Financing Cash Flow | $201M | $199M | $-363M | $-42M | $65M | $751M | $-62M | $121M | $136M | $-31M | |
| Net Change in Cash | $124M | $45M | $337M | $-441M | $-208M | $621M | $-67M | $95M | $26M | $45M | |
| Taxes Paid | $39M | $25M | $23M | · | · | · | · | · | · | · | |
| Free Cash Flow | $149M | $117M | $90M | $105M | $85M | $68M | · | · | · | · | |
| Levered FCF | · | · | $-11M | $80M | $75M | $53M | · | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 38.4% | 35.4% | 22.2% | 31.6% | 26.9% | 31.3% | 32.2% | 28.1% | · | · | |
| Pretax Margin | 47.7% | 44.3% | 31.2% | 42.2% | 36.0% | 42.2% | 42.2% | 37.5% | · | · | |
| EBITDA Margin | 3.8% | 4.8% | 6.6% | 7.4% | 6.2% | 5.6% | 4.3% | 4.3% | · | · | |
| ROA | 1.7% | 1.4% | 0.71% | 1.1% | 0.99% | 1.5% | 1.6% | 1.4% | · | · | |
| ROE | 12.3% | 10.7% | 6.1% | 9.9% | 7.5% | 11.4% | 12.1% | 10.9% | · | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | · | · |
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 | 0.1 | 0.0 | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.9% | 26.2% | -6.9% | 32.2% | 17.4% | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.6% | 15.8% | 13.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.3% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 21.5% | 97.3% | -37.8% | 20.6% | -4.6% | · | · | · | · | · | |
| EPS CAGR 3Y | 14.2% | 14.0% | -10.5% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.4% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 21.5% | 101.7% | -34.7% | 55.4% | 0.88% | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.9% | 26.9% | 0.77% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.2% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $392M | $350M | $277M | $298M | $225M | $192M | $169M | $146M | $133M | $95M | |
| Net Income TTM | $151M | $124M | $62M | $94M | $61M | $60M | $55M | $41M | $33M | $18M | |
| Market Cap | $1.80B | $1.61B | $1.20B | $1.17B | $1.20B | $664M | $782M | $463M | · | · | |
| P/E | 12.4 | 13.0 | 19.7 | 12.2 | 15.8 | 11.6 | 13.4 | 11.8 | 16.4 | 20.1 | |
| P/S | 4.6 | 4.6 | 4.3 | 3.9 | 5.3 | 3.5 | 4.6 | 3.2 | · | · | |
| P/B | 1.4 | 1.4 | 1.2 | 1.2 | 1.3 | 1.2 | 1.5 | 1.2 | · | · | |
| P / Tangible Book | 2.0 | 2.1 | 1.9 | 2.1 | 2.2 | 1.8 | · | · | · | · | |
| P / Cash Flow | 11.7 | 12.0 | 11.1 | 10.0 | 12.3 | 8.4 | 13.4 | 9.1 | · | · | |
| P / FCF | 12.0 | 13.7 | 13.4 | 11.1 | 14.1 | 9.8 | · | · | · | · | |
| Dividend Yield | 1.0% | 1.0% | 0.93% | 0.00% | 0.00% | · | · | · | · | · | |
| Earnings Yield | 8.1% | 7.7% | 5.1% | 8.2% | 6.3% | 8.6% | 7.5% | 8.4% | 6.1% | 5.0% | |
| Payout Ratio | 12.4% | 13.3% | 18.1% | · | · | · | · | · | · | · | |
| Annual Payout | $19M | $17M | $11M | $0 | $0 | · | · | · | · | · |
Estado de resultados 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $41M | · | $38M | $33M | $31M | · | $8M | |
| Interest Income | $201M | $158M | $120M | $120M | $118M | $113M | $113M | $113M | $109M | $104M | $104M | $100M | $92M | $87M | $86M | $71M | |
| Pretax Income | $72M | $19M | $50M | $52M | $45M | $40M | $43M | $41M | $37M | $34M | $37M | $32M | $30M | $-13M | $37M | $25M | |
| Income Tax | $16M | $4M | $10M | $10M | $9M | $8M | $9M | $8M | $7M | $7M | $7M | $15M | $8M | $-4M | $9M | $6M | |
| Net Income | $57M | $15M | $40M | $42M | $36M | $33M | $34M | $33M | $29M | $28M | $31M | $17M | $23M | $-9M | $28M | $19M | |
| EPS (Basic) | $2.68 | $0.83 | $2.71 | $2.81 | $2.40 | $2.14 | $2.26 | $2.16 | $1.96 | $1.86 | $2.08 | $1.16 | $1.54 | $-0.61 | $1.89 | $1.33 | |
| EPS (Diluted) | $2.62 | $0.81 | $2.63 | $2.73 | $2.34 | $2.08 | $2.21 | $2.10 | $1.92 | $1.82 | $2.04 | $1.14 | $1.51 | $-0.61 | $1.84 | $1.29 | |
| Shares (Basic) | 21,207,876 | 18,231,501 | -30,141,513 | 14,835,670 | 15,029,137 | 15,256,377 | -29,847,770 | 15,052,524 | 14,937,347 | 14,907,124 | -29,403,585 | 14,740,319 | 14,711,490 | 14,694,451 | -27,031,967 | 13,890,066 | |
| Shares (Diluted) | 21,728,914 | 18,748,933 | -30,977,294 | 15,303,440 | 15,431,127 | 15,646,661 | -30,588,685 | 15,479,395 | 15,275,933 | 15,249,179 | -29,683,272 | 15,099,622 | 14,959,778 | 14,694,451 | -28,002,275 | 14,310,275 | |
| EBITDA | · | $2M | · | · | · | $4M | · | · | · | $5M | · | · | · | $4M | · | · |
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) | $189M | $188M | $120M | $122M | $124M | $125M | $127M | $124M | $121M | $120M | · | $118M | $117M | $113M | · | $107M | |
| PP&E (Gross) | · | · | $186M | · | · | · | $185M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $65M | · | · | · | $58M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $834M | $834M | $367M | $367M | $367M | $367M | $367M | $367M | $367M | $367M | · | $367M | $367M | $367M | · | $370M | |
| Intangibles | · | · | · | · | · | $19M | · | $22M | $24M | $26M | · | $29M | $31M | $33M | · | $37M | |
| Total Assets | $15.41B | $15.57B | $9.19B | $9.03B | $8.93B | $8.98B | $8.80B | $8.64B | $8.56B | $8.45B | · | $8.42B | $8.48B | $8.19B | · | $8.90B | |
| Short-term Debt | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $50M | $50M | · | $280M | |
| Total Liabilities | $13.14B | $13.32B | $7.93B | $7.81B | $7.74B | $7.79B | $7.62B | $7.49B | $7.47B | $7.38B | · | $7.44B | $7.50B | $7.23B | · | $7.96B | |
| Long-term Debt | $93M | $180M | $135M | $135M | $134M | $157M | $161M | $161M | $162M | $162M | · | $198M | $198M | $197M | · | $225M | |
| Total Debt | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $50M | $50M | · | $280M | |
| Paid-in Capital | $1.55B | $1.59B | $583M | $582M | $602M | $630M | $656M | $648M | $639M | $637M | · | $626M | $625M | $624M | · | $620M | |
| Retained Earnings | $755M | $706M | $698M | $662M | $625M | $594M | $566M | $536M | $507M | $482M | · | $431M | $418M | $399M | · | $380M | |
| AOCI | $-37M | $-39M | $-24M | $-29M | $-37M | $-41M | $-49M | $-34M | $-55M | $-55M | · | $-83M | $-65M | $-61M | · | $-62M | |
| Stockholders' Equity | $2.27B | $2.26B | $1.26B | $1.21B | $1.19B | $1.18B | $1.17B | $1.15B | $1.09B | $1.06B | $1.04B | $974M | $978M | $962M | $973M | $938M | |
| Liabilities + Equity | $15.41B | $15.57B | $9.19B | $9.03B | $8.93B | $8.98B | $8.80B | $8.64B | $8.56B | $8.45B | · | $8.42B | $8.48B | $8.19B | · | $8.90B | |
| Shares Outstanding | 21,060,762 | 21,316,619 | 14,811,445 | 14,798,895 | 14,924,086 | 15,149,341 | 15,356,785 | 15,104,381 | 14,945,598 | 14,930,549 | · | 14,757,565 | 14,717,938 | 14,698,265 | · | 14,673,197 |
Flujo de Efectivo 17
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $979.0K | $2M | $4M | $4M | $4M | $4M | $3M | $4M | $4M | $5M | $5M | $4M | $5M | $4M | $5M | $5M | |
| Stock-based Comp | $4M | $7M | $2M | $2M | $2M | $1M | $2M | $2M | $2M | $1M | $2M | $1M | $2M | $1M | $2M | $1M | |
| Amort. of Intangibles | $6M | $4M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | · | $-8M | · | · | · | $4M | · | · | · | $-11M | · | · | · | $19M | · | · | |
| Operating Cash Flow | $93M | $16M | $27M | $46M | $39M | $42M | $33M | $40M | $37M | $23M | $38M | $22M | $33M | $16M | $30M | $38M | |
| CapEx | $4M | $1M | $3M | $-4.0K | $544.0K | $463.0K | $6M | $5M | $3M | $3M | $3M | $3M | $7M | $6M | $4M | $2M | |
| Investing Cash Flow | $-2M | $66M | $45M | $-38M | $-100M | $-138M | $-71M | $-41M | $-128M | $-49M | $-79M | $89M | $93M | $489M | $-135M | $-170M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | $-48M | · | · | · | $-5M | · | · | · | $-4M | · | · | · | $-28M | · | · | |
| Stock Issued | $30.0K | $30.0K | $22.0K | $23.0K | $19.0K | $37.0K | $0 | $156.0K | $227.0K | $202.0K | $246.0K | $198.0K | $214.0K | $186.0K | $194.0K | $185.0K | |
| Stock Repurchased | $40M | $22M | $0 | $21M | $30M | $26M | $10M | $0 | $0 | $0 | $0 | $0 | $2M | $0 | $785.0K | $0 | |
| Net Stock Activity | · | $-22M | · | · | · | $-26M | · | · | · | $202.0K | · | · | · | $186.0K | · | · | |
| Dividends Paid | $8M | $7M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $0 | $0 | $0 | |
| Financing Cash Flow | $-241M | $-127M | $114M | $44M | $-89M | $133M | $145M | $21M | $71M | $-38M | $-13M | $-70M | $266M | $-545M | $-179M | $389M | |
| Net Change in Cash | $-150M | $-45M | $186M | $51M | $-150M | $36M | $108M | $19M | $-19M | $-64M | $-54M | $41M | $391M | $-41M | $-284M | $257M | |
| Free Cash Flow | · | $15M | · | · | · | $41M | · | · | · | $20M | · | · | · | $10M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-13M | · | · | · | $-11M | · | · |
Rentabilidad 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 32.0% | 11.3% | · | 40.6% | 37.6% | 36.4% | · | 35.8% | 34.5% | 33.8% | · | 22.0% | 29.8% | -25.5% | · | 24.4% | |
| Pretax Margin | 40.8% | 14.1% | · | 50.4% | 46.8% | 44.9% | · | 45.0% | 43.3% | 41.8% | · | 40.8% | 40.2% | -37.5% | · | 32.7% | |
| EBITDA Margin | · | 1.7% | · | · | · | 4.3% | · | · | · | 5.8% | · | · | · | 12.0% | · | · | |
| ROA | 0.47% | 0.12% | · | 0.47% | 0.41% | 0.37% | · | 0.38% | 0.34% | 0.33% | · | 0.20% | 0.29% | -0.11% | · | 0.24% | |
| ROE | 3.3% | 0.88% | · | 3.5% | 3.2% | 2.9% | · | 3.1% | 2.8% | 2.7% | · | 1.8% | 2.5% | -0.99% | · | 2.2% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.3 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $511M | $423M | · | $379M | $361M | $347M | · | $336M | $321M | $271M | · | $265M | $256M | $250M | · | $264M | |
| Net Income TTM | $150M | $126M | · | $143M | $130M | $122M | · | $107M | $97M | $59M | · | $49M | $56M | $58M | · | $74M | |
| Market Cap | $3.48B | $3.17B | · | $1.99B | $1.84B | $1.65B | · | $1.44B | $1.24B | $1.28B | · | $1.03B | $999M | $927M | · | $1.03B | |
| P/E | 19.5 | 18.7 | · | 14.5 | 14.6 | 13.8 | · | 13.7 | 13.0 | 22.3 | · | 21.0 | 17.3 | 15.3 | · | 12.9 | |
| P/S | 6.8 | 7.5 | · | 5.3 | 5.1 | 4.8 | · | 4.3 | 3.9 | 4.7 | · | 3.9 | 3.9 | 3.7 | · | 3.9 | |
| P/B | 1.5 | 1.4 | · | 1.6 | 1.5 | 1.4 | · | 1.3 | 1.1 | 1.2 | · | 1.1 | 1.0 | 1.0 | · | 1.1 | |
| P / Tangible Book | 2.4 | 2.2 | · | 2.3 | 2.2 | 2.1 | · | 1.9 | 1.8 | 1.9 | · | 1.8 | 1.7 | 1.7 | · | 1.9 | |
| P / Cash Flow | · | 194.7 | · | · | · | 39.5 | · | · | · | 54.9 | · | · | · | 59.6 | · | · | |
| P / FCF | · | 210.1 | · | · | · | 39.9 | · | · | · | 64.0 | · | · | · | 93.6 | · | · | |
| Earnings Yield | 5.1% | 5.4% | · | 6.9% | 6.8% | 7.3% | · | 7.3% | 7.7% | 4.5% | · | 4.8% | 5.8% | 6.5% | · | 7.7% | |
| Payout Ratio | · | 45.4% | · | · | · | 13.2% | · | · | · | 13.5% | · | · | · | · | · | · |
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 | |
|---|---|---|---|---|---|
| Beneficio neto | $151M | $124M | $62M | $94M | $61M |
| EPS Diluido | $9.78 | $8.05 | $4.08 | $6.56 | $5.44 |
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 | 0.3 | 0.0 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $149M | $117M | $90M | $105M | $85M |
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Propietarios institucionales (13F) 263 declarantes · $1.3B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 46 (-26 vs trimestre anterior) | 27 (+2 vs trimestre anterior) | 77 (-19 vs trimestre anterior) | 81 (+39 vs trimestre anterior) | +51K |
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 |
|---|---|---|---|---|
| STATE STREET CORP | $194 243 719 | 1 174 560 | 14,70% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $135 297 455 | 818 051 | 10,24% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $128 876 519 | 779 228 | 9,76% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $74 534 492 | 450 659 | 5,64% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $71 360 892 | 431 372 | 5,40% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $59 749 288 | 361 263 | 4,52% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $59 225 001 | 358 093 | 4,48% | Acciones |
| FJ Capital Management LLC | $45 853 220 | 277 243 | 3,47% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $45 657 104 | 307 207 | 3,46% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $32 806 023 | 198 353 | 2,48% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $30 896 175 | 186 808 | 2,34% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29 181 577 | 176 441 | 2,21% | Acciones |
| FIRST TRUST ADVISORS LP | $23 835 345 | 144 116 | 1,80% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $21 898 463 | 132 405 | 1,66% | Acciones |
| JENNISON ASSOCIATES LLC | $21 392 203 | 129 344 | 1,62% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $20 445 181 | 123 618 | 1,55% | Acciones |
| GOLDMAN SACHS GROUP INC | $18 328 851 | 110 822 | 1,39% | Acciones |
| Champlain Investment Partners, LLC | $17 164 670 | 103 783 | 1,30% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $13 760 448 | 83 200 | 1,04% | Acciones |
| Public Sector Pension Investment Board | $11 106 435 | 67 153 | 0,84% | Acciones |
| VANGUARD GROUP INC | $10 211 277 | 84 182 | 0,77% | Acciones |
| Stieven Capital Advisors, L.P. | $9 256 382 | 55 967 | 0,70% | Acciones |
| HEARTLAND ADVISORS INC | $9 221 816 | 55 758 | 0,70% | Acciones |
| RHUMBLINE ADVISERS | $7 880 649 | 47 649 | 0,60% | Acciones |
| BlackRock, Inc. | $7 114 085 | 43 014 | 0,54% | Acciones |
| MENDON CAPITAL ADVISORS CORP | $6 615 600 | 40 000 | 0,50% | Acciones |
| Swiss National Bank | $6 565 983 | 39 700 | 0,50% | Acciones |
| Boston Partners | $6 505 950 | 39 337 | 0,49% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $6 410 682 | 38 761 | 0,49% | Acciones |
| N.E.W. Advisory Services LLC | $6 378 414 | 38 566 | 0,48% | Acciones |
| HSBC HOLDINGS PLC | $5 379 852 | 32 830 | 0,41% | Acciones |
| PRUDENTIAL FINANCIAL INC | $5 094 343 | 30 802 | 0,39% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5 055 145 | 30 565 | 0,38% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $5 008 009 | 30 280 | 0,38% | Acciones |
| Legal & General Group Plc | $4 960 873 | 29 995 | 0,38% | Acciones |
| AMERIPRISE FINANCIAL INC | $4 701 211 | 28 425 | 0,36% | Acciones |
| BARCLAYS PLC | $4 476 777 | 27 068 | 0,34% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4 475 612 | 27 277 | 0,34% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 204 214 | 25 420 | 0,32% | Acciones |
| CITIGROUP INC | $3 924 374 | 23 728 | 0,30% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3 781 312 | 22 863 | 0,29% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 766 625 | 25 344 | 0,29% | Acciones |
| ANCHOR CAPITAL ADVISORS LLC | $3 453 509 | 20 881 | 0,26% | Acciones |
| Odyssean, LLC | $3 309 785 | 20 012 | 0,25% | Acciones |
| STIFEL FINANCIAL CORP | $3 136 920 | 18 965 | 0,24% | Acciones |
| Legacy Private Trust Co. | $3 118 759 | 18 857 | 0,24% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3 093 455 | 18 704 | 0,23% | Acciones |
| Quantinno Capital Management LP | $3 032 925 | 18 338 | 0,23% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 894 325 | 17 500 | 0,22% | Opción de compra |
| Squarepoint Ops LLC | $2 805 014 | 16 960 | 0,21% | Acciones |
| OSAIC HOLDINGS, INC. | $2 731 014 | 16 510 | 0,21% | Acciones |
| JANE STREET GROUP, LLC | $2 613 162 | 15 800 | 0,20% | Opción de compra |
| Rafferty Asset Management, LLC | $2 493 916 | 15 079 | 0,19% | Acciones |
| Sugar Maple Asset Management, LLC | $2 390 961 | 14 457 | 0,18% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 375 166 | 14 361 | 0,18% | Acciones |
| FIRST NATIONAL BANK OF OMAHA | $2 253 107 | 13 623 | 0,17% | Acciones |
| First National Advisers, LLC | $2 185 405 | 13 215 | 0,17% | Acciones |
| Caldwell Trust Co | $2 080 275 | 12 578 | 0,16% | Acciones |
| Atom Investors LP | $2 058 775 | 12 448 | 0,16% | Acciones |
| MORGAN STANLEY | $2 036 164 | 12 311 | 0,15% | Acciones |
| AlphaQuest LLC | $2 035 657 | 16 782 | 0,15% | Acciones |
| MetLife Investment Management, LLC | $1 923 651 | 11 631 | 0,15% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $1 918 028 | 11 597 | 0,15% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 838 310 | 11 115 | 0,14% | Acciones |
| Associated Banc-Corp | $1 705 501 | 10 312 | 0,13% | Acciones |
| Dana Investment Advisors, Inc. | $1 653 900 | 10 000 | 0,13% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1 649 766 | 9 975 | 0,12% | Acciones |
| Cresset Asset Management, LLC | $1 543 089 | 9 330 | 0,12% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 522 250 | 9 204 | 0,12% | Acciones |
| XTX Topco Ltd | $1 516 130 | 9 167 | 0,11% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $1 499 095 | 9 064 | 0,11% | Acciones |
| PNC Financial Services Group, Inc. | $1 487 187 | 8 992 | 0,11% | Acciones |
| Russell Investments Group, Ltd. | $1 476 271 | 8 926 | 0,11% | Acciones |
| STEPH & CO | $1 462 048 | 8 840 | 0,11% | Acciones |
| Louisiana State Employees Retirement System | $1 422 354 | 8 600 | 0,11% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 386 795 | 8 385 | 0,10% | Acciones |
| CHOREO, LLC | $1 365 294 | 8 255 | 0,10% | Acciones |
| State of New Jersey Common Pension Fund D | $1 338 832 | 8 095 | 0,10% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 333 177 | 8 987 | 0,10% | Acciones |
| Invesco Ltd. | $1 314 520 | 7 948 | 0,10% | Acciones |
| Bowman & Co S.C. | $1 304 540 | 10 755 | 0,10% | Acciones |
| VARCOV Co. | $1 291 696 | 7 810 | 0,10% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 261 099 | 7 625 | 0,10% | Acciones |
| Johnson Financial Group, Inc. | $1 240 425 | 7 500 | 0,09% | Acciones |
| Sequoia Financial Advisors, LLC | $1 216 491 | 7 355 | 0,09% | Acciones |
| Vanguard Global Advisers, LLC | $1 214 128 | 7 341 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $1 190 808 | 7 200 | 0,09% | Opción de compra |
| NEW YORK STATE COMMON RETIREMENT FUND | $1 167 323 | 7 058 | 0,09% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1 152 934 | 6 971 | 0,09% | Acciones |
| Cubist Systematic Strategies, LLC | $1 080 707 | 8 035 | 0,08% | Acciones |
| Ellsworth Advisors, LLC | $1 071 170 | 6 471 | 0,08% | Acciones |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1 055 023 | 6 379 | 0,08% | Acciones |
| J.M. Arbour, LLC | $990 025 | 5 986 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $974 974 | 5 895 | 0,07% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $973 361 | 5 885 | 0,07% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $921 137 | 5 569 | 0,07% | Acciones |
| ARIZONA STATE RETIREMENT SYSTEM | $901 376 | 5 450 | 0,07% | Acciones |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $889 137 | 5 376 | 0,07% | Acciones |
| YOUSIF CAPITAL MANAGEMENT, LLC | $857 713 | 5 186 | 0,06% | Acciones |
| HighTower Advisors, LLC | $855 623 | 5 173 | 0,06% | Acciones |
Informantes de la empresa 43 insiders · 10 directivos · 33 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael E Daniels | Chairman, President & CEO | 5 de mayo de 2026 G | 61 452 | 0 | 0 | $0 |
| Robert J Cera | Co-Chairman, Co-CEO & Co-Pres. | 24 de mayo de 2016 D | 47 218 | 0 | 0 | $0 |
| Hubert Phillip Moore JR | CFO | 8 de junio de 2026 F | 37 921 | 2 | 0 | $30 811 |
| Eric James Witczak | EVP - Retail & Ag Banking | 28 de julio de 2026 S | 33 288 | 0 | 4 | $-697 994 |
| William M Bohn | EVP Wealth Mgmt - Nicolet Bank | 15 de abril de 2026 F | 16 585 | 0 | 0 | $0 |
| Brad Vincent Hutjens | EVP - CCO - Nicolet Natl Bank | 13 de febrero de 2026 F | 35 530 | 0 | 0 | $0 |
| Patrick Joseph Madson | SVP-Wealth Mgmt-NicoletNatBank | 14 de diciembre de 2023 S | 5 032 | 0 | 0 | $0 |
| Eric Peter Radzak | Corp Dev Off Nicolet Nat Bank | 6 de mayo de 2022 P | 2 775 | 0 | 0 | $0 |
| Marc Thomas Lambrecht | Controller | 13 de mayo de 2021 A | — | 0 | 0 | $0 |
| Michael Joseph Steppe | CIO - Nicolet National Bank | 15 de noviembre de 2019 M | 27 400 | 0 | 0 | $0 |
| Robert Bruce Atwell | Consejero | 24 de julio de 2026 M | 34 483 | 0 | 8 | $-2 445 212 |
| Janet E Godwin | Consejero | 19 de mayo de 2026 A | 3 793 | 0 | 0 | $0 |
| Matthew J Hayek | Consejero | 19 de mayo de 2026 A | 4 492 | 0 | 0 | $0 |
| Oliver Pierce Smith | Consejero | 19 de mayo de 2026 A | 446 116 | 0 | 0 | $0 |
| John Nicholas Dykema | Consejero | 19 de mayo de 2026 A | 10 223 | 0 | 0 | $0 |
| Tracy S Mccormick | Consejero | 19 de mayo de 2026 A | 30 226 | 0 | 0 | $0 |
| Susan L Merkatoris | Consejero | 19 de mayo de 2026 A | 78 946 | 0 | 0 | $0 |
| Robert J Weyers | Consejero | 19 de mayo de 2026 A | 10 260 | 3 | 0 | $347 200 |
| Glen E Tellock | Consejero | 19 de mayo de 2026 A | 2 357 | 0 | 0 | $0 |
| Carl J Chaney | Consejero | 19 de mayo de 2026 A | 498 | 0 | 0 | $0 |
| Brenda L Johnson | Consejero | 20 de enero de 2026 A | 897 | 0 | 0 | $0 |
| Hector Colon | Consejero | 20 de enero de 2026 A | 1 060 | 0 | 0 | $0 |
| Marcia M Anderson | Consejero | 20 de enero de 2026 A | 412 | 0 | 0 | $0 |
| Dustin James Mcclone | Consejero | 20 de enero de 2026 A | 1 862 | 0 | 0 | $0 |
| Christopher J. Ghidorzi | Consejero | 20 de enero de 2026 A | 3 376 | 1 | 0 | $12 760 |
| Andrew F Hetzel JR | Consejero | 20 de enero de 2026 A | 1 971 | 0 | 0 | $0 |
| Lynn Dale Davis | Consejero | 20 de mayo de 2025 A | 12 304 | 0 | 0 | $0 |
| Ann Kuchera Lawson | Consejero | 17 de mayo de 2022 A | 27 479 | 0 | 0 | $0 |
| Paul Davison Tobias | Consejero | 17 de mayo de 2022 A | 23 930 | 0 | 0 | $0 |
| Terrence R Fulwiler | Consejero | 19 de abril de 2022 A | 1 721 | 0 | 0 | $0 |
| Rachel Francis Campos-Duffy | Consejero | 18 de mayo de 2021 A | 2 024 | 0 | 0 | $0 |
| Randy James Rose | Consejero | 21 de abril de 2020 A | 4 708 | 0 | 0 | $0 |
| Thomas L Herlache | Consejero | 1 de mayo de 2019 S | 2 458 | 0 | 0 | $0 |
| Michael J Gilson | Consejero | 17 de julio de 2018 A | 25 009 | 0 | 0 | $0 |
| Robert W Agnew | Consejero | 17 de julio de 2018 A | 40 907 | 0 | 0 | $0 |
| Louis James Jeanquart | Consejero | 17 de abril de 2018 A | 658 | 0 | 0 | $0 |
| William D Murphy | Consejero | 18 de julio de 2017 A | 328 | 0 | 0 | $0 |
| Elyse Mollner Stackhouse | Consejero | 18 de julio de 2017 A | 309 | 0 | 0 | $0 |
| Dean J Nolden | Consejero | 29 de abril de 2016 A | 363 | 0 | 0 | $0 |
| Gary Lewis Fairchild | Consejero | 19 de abril de 2016 A | 3 842 | 0 | 0 | $0 |
| Mary Therese Bartzen Pandl | Consejero | 19 de abril de 2016 A | 2 244 | 0 | 0 | $0 |
| Donald J Long JR | — | 13 de agosto de 2026 G | 80 963 | 0 | 0 | $0 |
| Michael Joseph Vogel | — | 12 de noviembre de 2020 A | 15 344 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 77 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 |
|---|---|---|---|---|
| GSC · Goldman Sachs ETF Trust | 1,01% | 18 131 NS | 31 de mayo de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,41% | 13 773 NS | 30 de abril de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,32% | 23 127 NS | 30 de abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,22% | 12 420 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,22% | 3 322 NS | 31 de mayo de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,21% | 29 194 NS | 30 de junio de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,20% | 40 468 NS | 31 de mayo de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,17% | 13 975 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,16% | 122 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 7 019 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 7 250 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,10% | 91 441 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 72 307 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,07% | 2 157 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,07% | 869 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 93 592 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,05% | 1 254 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,04% | 20 840 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 680 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,04% | 5 292 NS | 30 de abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,03% | 693 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 690 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 50 967 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 13 826 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2 610 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 690 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 17 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 1 307 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1 108 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,01% | 286 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 4 741 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 5 511 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 6 186 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 11 062 NS | 31 de mayo de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,00% | 28 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 30 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,00% | 1 240 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | — | — | 15 de julio de 2026 | Diario |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | — | — | 30 de julio de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |