NSIT Insight Enterprises, Inc. - Common Stock
$147,95
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$64–$157
90% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$164
+11% upside
P/E (TTM)
30.4
ROE
9.7%
Margen de Beneficio Neto
1.9%
Acerca de Insight Enterprises, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
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Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
Jack Azagury has been CEO since April 13, 2026.
History
Early years
Hard Drives International was founded in 1988 by Eric and Tim Crown. Initially a mail order business selling computer storage, the company expanded into a storefront when credit card companies declined service. In 1991, the company changed its name to Insight Enterprises, and distribution included a full line of computers and accessories. The company held its initial public offering in January 1995.
Insight became an international company when it acquired TC Computers, based in Montreal, Canada, in 1997. In April 1998, Insight signed an agreement to acquire Choice Peripherals Ltd. and Plusnet Technologies Ltd., an Internet service provider and website hosting and development company operating as Force 9. The acquisition expanded Insight's operations to Europe.
2000–2010
Insight acquired Action Computer Supplies Holdings PLC, a U.K.-based direct marketer, in October 2001 for approximately $150 million in stock. In April 2002, the company acquired Comark for $150 million, increasing Insight's ability to work with clients of all sizes, including the public sector.
In July 2006, Insight entered an agreement to purchase Software Spectrum, a company which focused on software and mobility products for medium and large companies, from Level 3 Communications for $287 million.
Calence LLC, a technology company focused on Cisco networking and advanced communications, was acquired by Insight in April 2008 for $125 million. Insight acquired U.K.-based Minx Ltd., a European network integrator with Cisco Gold Partner accreditation, in July 2008 for $1.5 million and the assumption of $4.6 million of existing debt.
Since 2011
Ensynch, an information technology company founded in 2000, was acquired by Insight in September 2011. Insight acquired Inmac Gmbh, a business-to-business hardware reseller based in Germany, in February 2012.
In June 2015, Insight underwent a corporate rebranding. In October 2015, Insight acquired BlueMetal, an interactive design and technology architecture firm based in Boston.
Also in 2015, Insight raised $200,000 in its annual campaign for its Noble Cause division. Through Noble Cause, Insight gives to local charities including the Make-a-Wish Foundation, the Boys & Girls Clubs of America and the Ronald McDonald House.
In 2016, BlueMetal partnered with INDYCAR, the Indianapolis Motor Speedway and Microsoft to produce an analytics focused app during the Indianapolis 500.
Insight opened an additional sales center at the Meadows Office and Technological Park in Conway, Arkansas in August 2016.
Insight announced the acquisition of Ignia, an Australian-based business technology consulting company, in September 2016.
In November 2016, Insight Enterprises announced that they were acquiring the Eden Prairie, Minnesota-based data center services and services company, Datalink for $11.25 per share in cash, but that the company would remain mostly the same. The $258 million deal closed in the first quarter of 2017 and allowed Insight Enterprises to enhance its data center services.
In 2017, Insight announced the acquisition of Dutch cloud service provider Caase.com.
In August 2019, Insight Enterprises announced the acquisition of PCM, Inc., a provider of IT products and services, expanding Insight's operations in the US, Canada and the UK.
In December 2023, Insight Enterprises acquired SADA, one of the largest Google Cloud partners in the world, for $410 million, making SADA a part of the Insight family.
In September 2023, Insight Enterprises acquired Amdaris, one of the leading software development company in the UK and Eastern Europe, adding approx 900 employees to the Insight family. New World Tech, based in the UK, was acquired in July 2024.
Sports Affiliation
Insight Enterprises was the title sponsor of the Insight.com Bowl from 1997 through 2001, then the Insight Bowl (named the Rate Bowl as of 2024) from 2002 through 2011.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
NSIT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$147.94
Capitalización Bursátil
$4.59B
P/E (TTM)
30.4
BPA (TTM)
$4.86
Ingresos (TTM)
$8.25B
Rendimiento div.
—
ROE
9.7%
Deuda/Capital
—
Rango 52S
$64 – $157
NSIT 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
$8.25B
2016-12-31
→
2025-12-31
BPA
$4.86
2016-12-31
→
2025-12-31
Flujo de caja libre
$279M
2016-12-31
→
2025-12-31
Márgenes
1.9%
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
NSIT
Mediana de Pares
P/E (TTM)
30.4
20.7
P/S (TTM) (P/V (TTM))
0.6
0.4
P/B (P/C)
2.8
1.5
Price / FCF (Precio / FCF)
16.4
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
NSIT
Mediana de Pares
Gross Margin (Margen Bruto)
21.4%
14.8%
Operating Margin (Margen Operativo)
4.1%
—
Net Profit Margin (Margen de Beneficio Neto)
1.9%
2.3%
ROA
1.9%
3.6%
ROE
9.7%
11.2%
ROIC
14.1%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
NSIT
Mediana de Pares
Current Ratio (Ratio corriente)
1.2
1.3
Quick Ratio (Ratio Rápido)
1.2
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
NSIT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-5.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-7.5%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
-0.22%
—
EPS YoY (EPS interanual)
-25.8%
—
Net Income YoY (Beneficio Neto interanual)
-37.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
NSIT
Mediana de Pares
NSIT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 3 30,0%
- Compra 4 40,0%
- Mantener 3 30,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-16
Mediana
$167.50
Media
$163.75
Ahora
$147.94
Mín
$140.00
Máx
$180.00
Objetivo mediano
$167.50
+13,2%
Objetivo medio
$163.75
+10,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.19%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $3.86 | $2.99 | 0.87% |
| 31 de marzo de 2026 | $2.88 | $2.49 | 0.39% |
| 31 de diciembre de 2025 | $2.96 | $2.90 | 0.06% |
| 30 de septiembre de 2025 | $2.43 | $2.54 | -0.11% |
| 30 de junio de 2025 | $2.45 | $2.51 | -0.06% |
| 31 de marzo de 2025 | $2.06 | $2.05 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| SNX | $15.10B | 15.3 | 6.9% | 1.3% | 10.0% | 7.0% |
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | — | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | — | 18.6 | 9.5% | — | — | — |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| SCSC | $929M | 13.9 | -6.7% | 2.4% | 7.9% | 13.4% |
| CLMB | $474M | 22.2 | 40.1% | 3.3% | 19.2% | 16.1% |
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 | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Cost of Revenue | $6.49B | $6.94B | $7.51B | $8.79B | $7.99B | $7.04B | $6.59B | $6.09B | $5.79B | $4.74B | $4.66B | $4.60B | |
| Gross Profit | $1.76B | $1.77B | $1.67B | $1.64B | $1.45B | $1.30B | $1.14B | $994M | $919M | $743M | $716M | $712M | |
| SG&A Expense | $1.39B | $1.34B | $1.24B | $1.22B | $1.12B | $1.01B | $881M | $757M | $723M | $585M | $585M | $577M | |
| Operating Income | $335M | $389M | $420M | $414M | $332M | $272M | $241M | $233M | $179M | $149M | $127M | $131M | |
| Interest Expense | · | · | $41M | $39M | $41M | $42M | $28M | $22M | $18M | $9M | $7M | $6M | |
| Interest Income | · | · | · | · | · | · | · | $1M | $1M | $1M | $783.0K | $1M | |
| Other Non-op | $-24M | $2M | $-817.0K | $230.0K | $1M | $-2M | $-400.0K | $156.0K | $-2M | $-1M | $-1M | $-1M | |
| Pretax Income | $226M | $333M | $378M | $374M | $293M | $228M | $212M | $212M | $159M | $139M | $119M | $124M | |
| Income Tax | $68M | $83M | $97M | $94M | $73M | $56M | $52M | $48M | $68M | $55M | $43M | $49M | |
| Net Income | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| EPS (Basic) | $5.00 | $7.73 | $8.53 | $8.04 | $6.27 | $4.92 | $4.49 | $4.60 | $2.54 | $2.35 | $2.00 | $1.84 | |
| EPS (Diluted) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 | |
| Shares (Basic) | 31,494,000 | 32,286,000 | 32,991,000 | 34,903,000 | 35,011,000 | 35,117,000 | 35,538,000 | 35,586,000 | 35,741,000 | 36,102,000 | 37,984,000 | 41,062,000 | |
| Shares (Diluted) | 32,347,000 | 38,136,000 | 37,241,000 | 36,620,000 | 36,863,000 | 35,444,000 | 35,959,000 | 36,009,000 | 36,207,000 | 36,438,000 | 38,275,000 | 41,358,000 | |
| EBITDA | $441M | $487M | $482M | $470M | $387M | $337M | $287M | $271M | $222M | $187M | $164M | $172M |
Balance general 24
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $358M | $259M | $269M | $164M | $104M | $128M | $115M | $143M | $106M | $203M | $188M | $165M | |
| Receivables | $5.52B | $4.17B | $3.57B | $3.27B | $2.94B | $2.69B | $2.51B | $1.93B | $1.81B | $1.44B | $1.32B | $1.31B | |
| Inventory | $161M | $123M | $185M | $265M | $328M | $186M | $191M | $149M | $195M | $148M | $120M | · | |
| Other Current Assets | $261M | $209M | $189M | $192M | $200M | $177M | $231M | $116M | $152M | $127M | $77M | $63M | |
| Current Assets | $6.36B | $4.84B | $4.33B | $3.90B | $3.57B | $3.18B | $3.05B | $2.34B | $2.30B | $1.98B | $1.75B | $1.70B | |
| PP&E (Net) | $188M | $216M | $210M | $204M | $176M | $146M | $131M | $73M | $75M | $71M | $88M | $104M | |
| PP&E (Gross) | $373M | $436M | $430M | $419M | $410M | $402M | $367M | $405M | $410M | $379M | $380M | $374M | |
| Accum. Depreciation | $185M | $220M | $220M | $215M | $234M | $256M | $236M | $332M | $335M | $308M | $292M | $269M | |
| Goodwill | $1.17B | $894M | $684M | $493M | $428M | $429M | $415M | $167M | $131M | $63M | $56M | $26M | |
| Intangibles | $426M | $426M | $370M | $205M | $215M | $247M | $279M | $112M | $101M | $21M | $27M | $24M | |
| Other Non-current Assets | $123M | $135M | $146M | $149M | $301M | $312M | $306M | $85M | $57M | $29M | $28M | $18M | |
| Total Assets | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Accrued Liabilities | $615M | $512M | $538M | $434M | $423M | $408M | $352M | $253M | $176M | $152M | $145M | $145M | |
| Current Liabilities | $5.10B | $4.12B | $3.37B | $2.87B | $2.52B | $2.23B | $1.88B | $1.54B | $1.50B | $1.44B | $1.21B | $1.14B | |
| Capital Leases | $60M | $66M | $71M | $63M | $58M | · | · | · | · | · | · | · | |
| Deferred Tax | $71M | $64M | $28M | $33M | $47M | $33M | $45M | $683.0K | $717.0K | $900.0K | $239.0K | $655.0K | |
| Other Non-current Liabilities | $187M | $161M | $203M | $157M | $256M | $270M | $232M | $56M | $45M | $26M | $31M | $24M | |
| Total Liabilities | $7.44B | $5.68B | $4.55B | $3.47B | $3.18B | $2.97B | $3.02B | $1.79B | $1.84B | $1.51B | $1.33B | $1.23B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $61M | |
| Common Stock | $310.0K | $318.0K | $326.0K | $340.0K | $349.0K | $351.0K | $353.0K | $355.0K | $358.0K | $355.0K | $371.0K | $401.0K | |
| Retained Earnings | $1.52B | $1.51B | $1.45B | $1.37B | $1.17B | $993M | $841M | $705M | $550M | $460M | $409M | $397M | |
| Stockholders' Equity | $1.65B | $1.77B | $1.74B | $1.64B | $1.51B | $1.34B | $1.16B | $987M | $843M | $713M | $686M | $721M | |
| Liabilities + Equity | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Shares Outstanding | 30,996,000 | 31,778,000 | 32,590,000 | 34,009,000 | 34,897,000 | 35,103,000 | 35,263,000 | 35,482,000 | 35,829,000 | 35,484,000 | 37,106,000 | 40,147,000 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $106M | $98M | $62M | $57M | $55M | $66M | $46M | $37M | $43M | $38M | $38M | $41M | |
| Stock-based Comp | $34M | $34M | $29M | $23M | $18M | $18M | $16M | $15M | $13M | $11M | $9M | $8M | |
| Deferred Tax | $2M | $8M | $-13M | $-9M | $12M | $-13M | $7M | $9M | $19M | $11M | $5M | $4M | |
| Amort. of Intangibles | $77M | $70M | $36M | $33M | $32M | $38M | $24M | $16M | $17M | $11M | $11M | $11M | |
| Restructuring | $37M | $32M | $6M | $4M | $-2M | $12M | $5M | $3M | $9M | $5M | $5M | $4M | |
| Other Non-cash | $5M | $243M | $260M | $-253M | $-141M | $113M | $-101M | $67M | $-471M | $-49M | $53M | $-17M | |
| Operating Cash Flow | $304M | $633M | $620M | $98M | $164M | $356M | $128M | $293M | $-307M | $96M | $181M | $110M | |
| CapEx | $25M | $47M | $39M | $71M | $52M | $24M | $69M | $17M | $19M | $12M | $13M | $10M | |
| Investing Cash Flow | $-310M | $-303M | $-505M | $-138M | $-21M | $10M | $-733M | $-92M | $-205M | $-21M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | · | $175M | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $-166M | $166M | · | · | · | |
| Stock Repurchased | $151M | $200M | $217M | $108M | $50M | $25M | $28M | $22M | · | $50M | $92M | $50M | |
| Net Stock Activity | $-151M | $-200M | $-217M | $-108M | $-50M | $-25M | $-28M | $-22M | · | $-50M | $-92M | $-50M | |
| Financing Cash Flow | $82M | $-321M | $-17M | $114M | $-161M | $-362M | $578M | $-159M | $397M | $-58M | · | · | |
| Net Change in Cash | $99M | $-9M | $105M | $60M | $-25M | $14M | $-28M | $37M | $-99M | $15M | $23M | $38M | |
| Taxes Paid | $74M | $118M | $104M | $91M | $76M | $63M | $42M | $31M | $55M | $39M | $41M | $52M | |
| Free Cash Flow | $279M | $586M | $580M | $27M | $112M | $331M | $59M | $275M | $-325M | $84M | $167M | $100M | |
| Levered FCF | · | · | $550M | $-2M | $81M | $300M | $37M | $258M | $-336M | $78M | $162M | $97M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% | 15.6% | 14.7% | 14.0% | 13.7% | 13.6% | 13.3% | 13.4% | |
| Operating Margin | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% | 3.3% | 3.1% | 3.3% | 2.7% | 2.7% | 2.4% | 2.5% | |
| Net Margin | 1.9% | 2.9% | 3.1% | 2.7% | 2.3% | 2.1% | 2.1% | 2.3% | 1.4% | 1.5% | 1.4% | 1.4% | |
| Pretax Margin | 2.7% | 3.8% | 4.1% | 3.6% | 3.1% | 2.7% | 2.7% | 3.0% | 2.4% | 2.5% | 2.2% | 2.3% | |
| EBITDA Margin | 5.3% | 5.6% | 5.3% | 4.5% | 4.1% | 4.0% | 3.7% | 3.8% | 3.3% | 3.4% | 3.1% | 3.2% | |
| ROA | 1.9% | 3.6% | 4.9% | 5.7% | 4.9% | 4.1% | 4.6% | 6.0% | 3.7% | 4.0% | 3.8% | 4.0% | |
| ROE | 9.7% | 14.1% | 16.7% | 17.2% | 14.8% | 13.2% | 14.1% | 17.0% | 11.7% | 12.1% | 10.8% | 10.5% | |
| ROIC | 14.1% | 16.5% | 18.0% | 18.9% | 16.5% | 15.3% | 15.6% | 18.3% | 12.1% | 12.7% | 11.7% | 11.1% |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 | 1.4 | 1.6 | 1.5 | 1.5 | 1.4 | 1.4 | 1.5 | |
| Quick Ratio | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 | 1.3 | 1.4 | 1.3 | 1.3 | 1.1 | 1.2 | 1.3 | |
| Interest Coverage | · | · | 10.2 | 10.5 | 8.2 | 6.5 | 8.4 | 10.2 | 9.3 | 17.2 | 17.5 | 21.8 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.3 | 1.6 | 2.1 | 2.1 | 2.0 | 2.2 | 2.6 | 2.7 | 2.6 | 2.7 | 2.8 | |
| Inventory Turnover | 45.8 | 45.2 | 33.4 | 29.6 | 31.1 | 37.4 | 38.9 | 35.5 | 33.8 | 35.4 | · | · | |
| Receivables Turnover | 1.7 | 2.2 | 2.7 | 3.4 | 3.4 | 3.2 | 3.5 | 3.8 | 4.1 | 4.0 | 4.1 | 4.1 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -5.2% | -5.2% | -12.0% | 10.5% | 13.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.5% | -2.7% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.22% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -25.8% | -13.2% | -1.4% | 28.7% | 22.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.1% | 3.2% | 15.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.04% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -37.0% | -11.2% | 0.25% | 27.9% | 27.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -17.5% | 4.4% | 17.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Net Income TTM | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| Market Cap | $2.53B | $4.83B | $5.77B | $3.41B | $3.72B | $2.67B | $2.48B | $1.45B | $1.37B | $1.43B | $932M | $1.04B | |
| P/E | 16.8 | 23.2 | 23.5 | 13.1 | 17.9 | 15.6 | 15.9 | 9.0 | 15.3 | 17.4 | 12.7 | 14.1 | |
| P/S | 0.3 | 0.6 | 0.6 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | |
| P/B | 1.5 | 2.7 | 3.3 | 2.1 | 2.5 | 2.0 | 2.1 | 1.5 | 1.6 | 2.0 | 1.4 | 1.4 | |
| P / Tangible Book | 47.7 | 10.7 | 8.5 | 3.6 | 4.3 | 4.0 | · | · | · | · | · | · | |
| P / Cash Flow | 8.3 | 7.6 | 9.3 | 34.8 | 22.7 | 7.5 | 19.4 | 4.9 | -4.5 | 15.0 | 5.2 | 9.4 | |
| P / FCF | 9.0 | 8.2 | 10.0 | 125.5 | 33.3 | 8.1 | 42.2 | 5.3 | -4.2 | 17.2 | 5.6 | 10.4 | |
| Earnings Yield | 6.0% | 4.3% | 4.3% | 7.6% | 5.6% | 6.4% | 6.3% | 11.2% | 6.5% | 5.7% | 7.9% | 7.1% |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.40B | $2.13B | $2.05B | $2.00B | $2.09B | $2.10B | $2.07B | $2.09B | $2.16B | $2.38B | $2.24B | $2.27B | $2.35B | $2.32B | $2.50B | $2.53B | |
| Cost of Revenue | $1.88B | $1.67B | $1.57B | $1.57B | $1.65B | $1.70B | $1.63B | $1.66B | $1.71B | $1.94B | $1.80B | $1.86B | $1.92B | $1.93B | $2.08B | $2.14B | |
| Gross Profit | $522M | $462M | $478M | $434M | $442M | $406M | $440M | $432M | $453M | $441M | $436M | $409M | $433M | $391M | $421M | $399M | |
| SG&A Expense | $385M | $384M | $361M | $333M | $352M | $339M | $358M | $330M | $317M | $337M | $298M | $310M | $318M | $310M | $305M | $308M | |
| Operating Income | $131M | $72M | $95M | $93M | $87M | $60M | $65M | $93M | $131M | $100M | $132M | $92M | $119M | $77M | $114M | $90M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | · | $12M | $9M | $10M | · | $12M | |
| Other Non-op | $-248.0K | $1M | $336.0K | $888.0K | $-13.0K | $-25M | $2M | $-1M | $469.0K | $763.0K | $-328.0K | $203.0K | $60.0K | $-752.0K | $-511.0K | $-2M | |
| Pretax Income | $106M | $50M | $72M | $71M | $64M | $19M | $52M | $75M | $117M | $88M | $122M | $80M | $109M | $66M | $103M | $77M | |
| Income Tax | $29M | $19M | $20M | $20M | $17M | $11M | $15M | $17M | $30M | $21M | $32M | $20M | $29M | $16M | $26M | $19M | |
| Net Income | $78M | $30M | $52M | $51M | $47M | $8M | $37M | $58M | $87M | $67M | $91M | $60M | $80M | $50M | $77M | $57M | |
| EPS (Basic) | $2.58 | $0.97 | $1.66 | $1.62 | $1.48 | $0.24 | $1.17 | $1.81 | $2.69 | $2.06 | $2.77 | $1.85 | $2.43 | $1.48 | $2.24 | $1.64 | |
| EPS (Diluted) | $2.57 | $0.97 | $1.56 | $1.62 | $1.46 | $0.22 | $1.02 | $1.52 | $2.27 | $1.74 | $2.42 | $1.62 | $2.17 | $1.34 | $2.13 | $1.58 | |
| Shares (Basic) | 30,032,000 | 30,788,000 | -63,494,000 | 31,369,000 | 31,780,000 | 31,839,000 | -65,091,000 | 32,216,000 | 32,565,000 | 32,596,000 | -66,390,000 | 32,574,000 | 33,101,000 | 33,706,000 | -70,106,000 | 34,952,000 | |
| Shares (Diluted) | 30,174,000 | 30,856,000 | -65,993,000 | 31,536,000 | 32,121,000 | 34,683,000 | -77,197,000 | 38,331,000 | 38,567,000 | 38,435,000 | -74,208,000 | 37,203,000 | 37,039,000 | 37,207,000 | -73,522,000 | 36,340,000 | |
| EBITDA | $160M | $100M | · | $119M | $112M | $86M | · | $119M | $156M | $122M | · | $107M | $133M | $92M | · | $106M |
Balance general 23
| 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 | $363M | $441M | $358M | $547M | $309M | $322M | $259M | $317M | $256M | $379M | · | $244M | $196M | $176M | · | $137M | |
| Receivables | $7.82B | $6.42B | $5.52B | $5.48B | $5.48B | $4.61B | $4.17B | $3.90B | $4.14B | $3.57B | · | $3.07B | $3.67B | $3.09B | · | $3.05B | |
| Inventory | $248M | $252M | $161M | $149M | $147M | $149M | $123M | $151M | $145M | $169M | · | $184M | $248M | $266M | · | $368M | |
| Other Current Assets | $310M | $279M | $261M | $266M | $300M | $246M | $209M | $209M | $265M | $219M | · | $210M | $230M | $217M | · | $232M | |
| Current Assets | $8.80B | $7.45B | $6.36B | $6.50B | $6.30B | $5.39B | $4.84B | $4.66B | $4.90B | $4.44B | · | $3.71B | $4.34B | $3.75B | · | $3.78B | |
| PP&E (Net) | · | · | $188M | · | · | · | $216M | · | · | · | $210M | $206M | $202M | $201M | $204M | $201M | |
| PP&E (Gross) | · | · | $373M | · | · | · | $436M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $196M | $189M | $185M | $233M | $230M | $225M | $220M | $222M | $221M | $219M | · | $222M | $218M | $215M | · | $214M | |
| Goodwill | $1.17B | $1.17B | $1.17B | $902M | $905M | $897M | $894M | $889M | $873M | $681M | $684M | $559M | $495M | $494M | · | $494M | |
| Intangibles | $384M | $405M | $426M | $374M | $394M | $409M | $426M | $449M | $461M | $354M | · | $220M | $189M | $197M | · | $212M | |
| Other Non-current Assets | $122M | $122M | $123M | $119M | $126M | $125M | $135M | $140M | $140M | $142M | · | $383M | $317M | $323M | · | $306M | |
| Total Assets | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Accrued Liabilities | $648M | $1.05B | $615M | $514M | $507M | $606M | $512M | $493M | $488M | $518M | · | $395M | $409M | $416M | · | $415M | |
| Current Liabilities | $7.43B | $6.13B | $5.10B | $5.02B | $4.90B | $4.39B | $4.12B | $3.74B | $4.01B | $3.50B | · | $2.74B | $3.31B | $2.88B | · | $2.27B | |
| Capital Leases | · | · | $60M | · | · | · | $66M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $70M | $70M | $71M | $70M | $51M | $57M | $64M | $73M | $52M | $23M | · | $33M | $32M | $29M | · | $37M | |
| Other Non-current Liabilities | $190M | $166M | $187M | $132M | $151M | $158M | $161M | $161M | $170M | $173M | · | $359M | $290M | $305M | · | $283M | |
| Total Liabilities | $9.79B | $8.45B | $7.44B | $7.32B | $7.12B | $6.33B | $5.68B | $5.52B | $5.51B | $4.81B | · | $3.45B | $3.97B | $3.39B | · | $3.38B | |
| Common Stock | $295.0K | $302.0K | $310.0K | $310.0K | $314.0K | $319.0K | $318.0K | $318.0K | $326.0K | $325.0K | · | $326.0K | $326.0K | $333.0K | · | $348.0K | |
| Retained Earnings | $1.49B | $1.48B | $1.52B | $1.47B | $1.49B | $1.52B | $1.51B | $1.47B | $1.57B | $1.48B | · | $1.36B | $1.30B | $1.31B | · | $1.37B | |
| Stockholders' Equity | $1.61B | $1.60B | $1.65B | $1.58B | $1.61B | $1.59B | $1.77B | $1.77B | $1.85B | $1.76B | $1.74B | $1.63B | $1.57B | $1.57B | $1.64B | $1.62B | |
| Liabilities + Equity | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Shares Outstanding | 29,515,000 | 30,191,000 | 30,996,000 | 30,967,000 | 31,420,000 | 31,912,000 | 31,778,000 | 31,761,000 | 32,584,000 | 32,548,000 | · | 32,577,000 | 32,568,000 | 33,261,000 | 34,009,000 | 34,828,000 |
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 | $29M | $28M | $28M | $26M | $26M | $26M | $26M | $26M | $25M | $22M | $18M | $16M | $14M | $15M | $14M | $15M | |
| Stock-based Comp | $11M | $8M | $7M | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $3M | $10M | $10M | $7M | $6M | $6M | |
| Deferred Tax | $3M | $-1M | $-3M | $19M | $-6M | $-8M | $-8M | $20M | $888.0K | $-4M | $-4M | $-8M | $3M | $-4M | $-4M | $-5M | |
| Amort. of Intangibles | $21M | $21M | $21M | $19M | $19M | $19M | $19M | $19M | $17M | $15M | $11M | $9M | $8M | $8M | $8M | $9M | |
| Restructuring | $6M | $6M | $21M | $5M | $3M | $7M | $16M | $9M | $5M | $2M | $3M | $3M | $-4M | $4M | $1M | $720.0K | |
| Other Non-cash | · | $-33M | · | · | · | $44M | · | · | · | $155M | · | · | · | $93M | · | · | |
| Operating Cash Flow | $-12M | $32M | $154M | $249M | $-177M | $78M | $215M | $125M | $46M | $247M | $206M | $226M | $28M | $160M | $304M | $236M | |
| CapEx | $8M | $6M | $7M | $6M | $5M | $7M | $14M | $14M | $12M | $6M | $10M | $16M | $4M | $9M | $12M | $12M | |
| Investing Cash Flow | $125.0K | $-6M | $-292M | $-6M | $-5M | $-7M | $-14M | $-10M | $-273M | $-6M | $-409M | $-99M | $11M | $-9M | $-12M | $-12M | |
| Stock Repurchased | $75M | $75M | $0 | $75M | $76M | $0 | $0 | $165M | $0 | $35M | $0 | $0 | $100M | $117M | $83M | $25M | |
| Net Stock Activity | · | $-75M | · | · | · | $0 | · | · | · | $-35M | · | · | · | $-117M | · | · | |
| Financing Cash Flow | $-60M | $64M | $-54M | $-3M | $155M | $-15M | $-239M | $-62M | $105M | $-125M | $219M | $-75M | $-20M | $-141M | $-263M | $-221M | |
| Net Change in Cash | $-77M | $83M | $-189M | $238M | $-13M | $63M | $-58M | $61M | $-123M | $110M | $24M | $48M | $20M | $12M | $27M | $-951.0K | |
| Free Cash Flow | · | $26M | · | · | · | $71M | · | · | · | $241M | · | · | · | $151M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $231M | · | · | · | $143M | · | · |
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 | 21.7% | 21.7% | · | 21.7% | 21.1% | 19.3% | · | 20.7% | 21.0% | 18.5% | · | 18.0% | 18.4% | 16.8% | · | 15.8% | |
| Operating Margin | 5.5% | 3.4% | · | 4.6% | 4.1% | 2.9% | · | 4.5% | 6.1% | 4.2% | · | 4.0% | 5.1% | 3.3% | · | 3.6% | |
| Net Margin | 3.2% | 1.4% | · | 2.5% | 2.2% | 0.36% | · | 2.8% | 4.0% | 2.8% | · | 2.7% | 3.4% | 2.1% | · | 2.3% | |
| Pretax Margin | 4.4% | 2.3% | · | 3.5% | 3.1% | 0.90% | · | 3.6% | 5.4% | 3.7% | · | 3.5% | 4.7% | 2.9% | · | 3.0% | |
| EBITDA Margin | 6.7% | 4.7% | · | 5.9% | 5.4% | 4.1% | · | 5.7% | 7.2% | 5.1% | · | 4.7% | 5.7% | 4.0% | · | 4.2% | |
| ROA | 0.77% | 0.33% | · | 0.63% | 0.58% | 0.10% | · | 0.94% | 1.4% | 1.2% | · | 1.2% | 1.4% | 1.0% | · | 1.2% | |
| ROE | 4.8% | 1.9% | · | 3.0% | 2.7% | 0.45% | · | 3.4% | 5.1% | 4.0% | · | 3.7% | 5.1% | 3.2% | · | 3.7% | |
| ROIC | 5.9% | 2.7% | · | 4.2% | 3.9% | 1.5% | · | 4.1% | 5.3% | 4.3% | · | 4.2% | 5.6% | 3.7% | · | 4.2% |
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 | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.7 | |
| Quick Ratio | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.0 | · | 7.6 | 12.6 | 7.5 | · | 7.7 |
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 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | |
| Inventory Turnover | 9.5 | 8.3 | · | 10.5 | 11.3 | 10.7 | · | 9.9 | 8.7 | 8.9 | · | 6.7 | 6.1 | 6.0 | · | 6.7 | |
| Receivables Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.8 | · | 0.9 |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.62B | $8.33B | · | $8.29B | $8.44B | $8.73B | · | $8.90B | $9.16B | $9.32B | · | $9.47B | $9.95B | $10.25B | · | $10.38B | |
| Net Income TTM | $205M | $135M | · | $164M | $200M | $220M | · | $273M | $295M | $258M | · | $248M | $277M | $253M | · | $259M | |
| Market Cap | $3.59B | $2.02B | · | $3.51B | $4.34B | $4.79B | · | $6.84B | $6.46B | $6.04B | · | $4.74B | $4.77B | $4.75B | · | $2.87B | |
| P/E | 18.4 | 15.7 | · | 23.5 | 25.2 | 26.1 | · | 30.1 | 25.4 | 27.0 | · | 20.0 | 20.3 | 19.1 | · | 11.7 | |
| P/S | 0.4 | 0.2 | · | 0.4 | 0.5 | 0.5 | · | 0.8 | 0.7 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| P/B | 2.2 | 1.3 | · | 2.2 | 2.7 | 3.0 | · | 3.9 | 3.5 | 3.4 | · | 2.9 | 3.0 | 3.0 | · | 1.8 | |
| P / Tangible Book | 65.3 | 68.6 | · | 11.5 | 14.2 | 16.8 | · | 16.0 | 12.6 | 8.4 | · | 5.6 | 5.4 | 5.4 | · | 3.1 | |
| P / Cash Flow | · | 62.5 | · | · | · | 61.3 | · | · | · | 24.4 | · | · | · | 29.7 | · | · | |
| P / FCF | · | 76.7 | · | · | · | 67.5 | · | · | · | 25.1 | · | · | · | 31.5 | · | · | |
| Earnings Yield | 5.4% | 6.4% | · | 4.2% | 4.0% | 3.8% | · | 3.3% | 3.9% | 3.7% | · | 5.0% | 4.9% | 5.2% | · | 8.5% |
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 | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B |
| Margen Bruto % | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% |
| Margen Operativo % | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% |
| Beneficio neto | $157M | $250M | $281M | $281M | $219M |
| EPS Diluido | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 |
| Ratio Rápido | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $279M | $586M | $580M | $27M | $112M |
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Propietarios institucionales (13F) 355 declarantes · $2.0B 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 |
|---|---|---|---|---|
| 101 (+38 vs trimestre anterior) | 52 (+9 vs trimestre anterior) | 78 (-39 vs trimestre anterior) | 108 (+30 vs trimestre anterior) | -453K |
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 | $312 806 882 | 2 568 201 | 15,36% | Acciones |
| FIDUCIARY MANAGEMENT INC /WI/ | $267 658 058 | 2 197 521 | 13,14% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $165 530 219 | 1 359 033 | 8,13% | Acciones |
| STATE STREET CORP | $148 968 793 | 1 223 097 | 7,31% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $94 684 640 | 777 378 | 4,65% | Acciones |
| Analog Century Management LP | $94 025 459 | 771 966 | 4,62% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $85 698 437 | 703 451 | 4,21% | Acciones |
| FMR LLC | $79 995 195 | 656 775 | 3,93% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46 500 560 | 381 778 | 2,28% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41 130 155 | 337 686 | 2,02% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $40 310 197 | 330 954 | 1,98% | Acciones |
| BROWN ADVISORY INC | $36 128 200 | 296 619 | 1,77% | Acciones |
| Point72 Asset Management, L.P. | $34 941 131 | 286 873 | 1,72% | Acciones |
| AMERIPRISE FINANCIAL INC | $33 909 608 | 278 404 | 1,66% | Acciones |
| Alyeska Investment Group, L.P. | $26 601 729 | 218 405 | 1,31% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $24 252 816 | 199 120 | 1,19% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22 228 500 | 182 500 | 1,09% | Opción de compra |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $18 945 990 | 155 550 | 0,93% | Acciones |
| VANGUARD GROUP INC | $16 429 810 | 201 667 | 0,81% | Acciones |
| BANK OF AMERICA CORP /DE/ | $14 663 136 | 120 387 | 0,72% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14 363 874 | 117 930 | 0,71% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $14 257 299 | 117 055 | 0,70% | Acciones |
| SPEECE THORSON CAPITAL GROUP INC | $13 027 000 | 106 952 | 0,64% | Acciones |
| HIGHLAND PEAK CAPITAL, LLC | $12 845 881 | 105 467 | 0,63% | Acciones |
| Public Sector Pension Investment Board | $12 636 994 | 103 752 | 0,62% | Acciones |
| GOLDMAN SACHS GROUP INC | $11 752 604 | 96 491 | 0,58% | Acciones |
| BARCLAYS PLC | $11 727 636 | 96 286 | 0,58% | Acciones |
| Bank of New York Mellon Corp | $11 539 210 | 94 739 | 0,57% | Acciones |
| Aristotle Capital Boston, LLC | $10 586 249 | 86 915 | 0,52% | Acciones |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $10 474 800 | 86 000 | 0,51% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $10 422 791 | 85 573 | 0,51% | Acciones |
| Qube Research & Technologies Ltd | $10 364 084 | 85 091 | 0,51% | Acciones |
| RHUMBLINE ADVISERS | $9 614 992 | 78 941 | 0,47% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9 529 997 | 78 243 | 0,47% | Acciones |
| KESTREL INVESTMENT MANAGEMENT CORP | $7 764 750 | 63 750 | 0,38% | Acciones |
| NORGES BANK | $7 578 274 | 62 219 | 0,37% | Acciones |
| FIRST TRUST ADVISORS LP | $7 538 080 | 61 889 | 0,37% | Acciones |
| Assenagon Asset Management S.A. | $7 398 863 | 60 746 | 0,36% | Acciones |
| BlackRock, Inc. | $7 341 739 | 60 277 | 0,36% | Acciones |
| Swiss National Bank | $6 991 320 | 57 400 | 0,34% | Acciones |
| JANE STREET GROUP, LLC | $6 353 575 | 52 164 | 0,31% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $6 278 790 | 51 550 | 0,31% | Acciones |
| CITADEL ADVISORS LLC | $5 771 737 | 47 387 | 0,28% | Acciones |
| PRUDENTIAL FINANCIAL INC | $5 712 542 | 46 901 | 0,28% | Acciones |
| Legal & General Group Plc | $5 620 461 | 46 145 | 0,28% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $5 505 238 | 45 199 | 0,27% | Acciones |
| XTX Topco Ltd | $4 821 088 | 39 582 | 0,24% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $4 656 292 | 38 229 | 0,23% | Acciones |
| Allianz Asset Management GmbH | $4 453 739 | 36 566 | 0,22% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $4 017 573 | 32 985 | 0,20% | Acciones |
| Holocene Advisors, LP | $3 783 717 | 31 065 | 0,19% | Acciones |
| Concentric Capital Strategies, LP | $3 726 836 | 30 598 | 0,18% | Acciones |
| DEUTSCHE BANK AG\ | $3 573 977 | 29 343 | 0,18% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $3 525 745 | 28 947 | 0,17% | Acciones |
| D. E. Shaw & Co., Inc. | $3 487 134 | 28 630 | 0,17% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 460 703 | 28 413 | 0,17% | Acciones |
| Phocas Financial Corp. | $3 381 046 | 27 759 | 0,17% | Acciones |
| Bridgewater Associates, LP | $3 374 104 | 27 702 | 0,17% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3 221 123 | 26 446 | 0,16% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 205 505 | 26 318 | 0,16% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $3 013 697 | 24 743 | 0,15% | Acciones |
| New Age Alpha Advisors, LLC | $2 788 246 | 22 892 | 0,14% | Acciones |
| FORTE CAPITAL LLC /ADV | $2 773 438 | 20 085 | 0,14% | Acciones |
| Henshaw Capital LLC | $2 656 458 | 21 810 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 653 048 | 21 782 | 0,13% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 631 854 | 21 608 | 0,13% | Acciones |
| Vanguard Global Advisers, LLC | $2 626 495 | 21 564 | 0,13% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 574 974 | 21 141 | 0,13% | Acciones |
| PINNBROOK CAPITAL MANAGEMENT LP | $2 533 440 | 20 800 | 0,12% | Acciones |
| ARGA Investment Management, LP | $2 504 695 | 20 564 | 0,12% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 326 855 | 34 724 | 0,11% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 292 479 | 34 211 | 0,11% | Acciones |
| DENALI ADVISORS LLC | $2 207 138 | 18 121 | 0,11% | Acciones |
| ASSETMARK, INC | $2 125 897 | 17 454 | 0,10% | Acciones |
| Quadrature Capital Ltd | $2 076 690 | 17 050 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $2 043 926 | 16 781 | 0,10% | Acciones |
| FIL Ltd | $1 971 820 | 16 189 | 0,10% | Acciones |
| Sendero Wealth Management, LLC | $1 959 153 | 16 085 | 0,10% | Acciones |
| Illinois Municipal Retirement Fund | $1 945 268 | 15 971 | 0,10% | Acciones |
| Amundi | $1 920 908 | 15 771 | 0,09% | Acciones |
| GHP Investment Advisors, Inc. | $1 761 421 | 26 286 | 0,09% | Acciones |
| FIFTH THIRD BANCORP | $1 732 117 | 14 221 | 0,09% | Acciones |
| Quantinno Capital Management LP | $1 681 571 | 13 806 | 0,08% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 665 615 | 13 675 | 0,08% | Acciones |
| State of Tennessee, Department of Treasury | $1 655 262 | 13 590 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 616 164 | 13 269 | 0,08% | Acciones |
| Louisiana State Employees Retirement System | $1 607 760 | 13 200 | 0,08% | Acciones |
| Summit Trail Advisors, LLC | $1 546 007 | 12 693 | 0,08% | Acciones |
| Voleon Capital Management LP | $1 523 353 | 12 507 | 0,07% | Acciones |
| BAILARD, INC. | $1 440 407 | 11 826 | 0,07% | Acciones |
| Cascade Investment Advisors, Inc. | $1 432 977 | 11 765 | 0,07% | Acciones |
| State of New Jersey Common Pension Fund D | $1 400 456 | 11 498 | 0,07% | Acciones |
| DIVERSIFIED MANAGEMENT INC | $1 388 179 | 20 716 | 0,07% | Acciones |
| STRS OHIO | $1 351 980 | 11 100 | 0,07% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1 340 044 | 11 002 | 0,07% | Acciones |
| Legacy Bridge, LLC | $1 268 547 | 10 415 | 0,06% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 266 233 | 10 396 | 0,06% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 241 751 | 10 195 | 0,06% | Acciones |
| NorthCrest Asset Manangement, LLC | $1 186 367 | 10 048 | 0,06% | Acciones |
| Vestmark Advisory Solutions, Inc. | $1 132 496 | 9 298 | 0,06% | Acciones |
Informantes de la empresa 56 insiders · 34 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jacob Azagury | Chief Executive Officer | 15 de abril de 2026 A | — | 0 | 0 | $0 |
| Joyce A Mullen | Chief Executive Officer | 20 de febrero de 2026 M | 77 972 | 0 | 0 | $0 |
| Richard A Fennessy | President and CEO | 26 de agosto de 2009 S | 122 370 | 0 | 0 | $0 |
| James A. Morgado | Chief Financial Officer | 11 de mayo de 2026 P | 17 246 | 1 | 0 | $199 825 |
| Helen Johnson | CFO, INA SVP Finance | 24 de febrero de 2021 S | 13 677 | 0 | 0 | $0 |
| Stanley Laybourne | CFO | 29 de agosto de 2007 M | 11 200 | 0 | 0 | $0 |
| Adrian P Gregory | President, EMEA | 20 de febrero de 2026 M | 8 719 | 0 | 0 | $0 |
| Daniel Burger | President INA | 20 de febrero de 2026 M | 24 652 | 0 | 0 | $0 |
| Emma Desousa | President, EMEA | 20 de febrero de 2022 A | 8 710 | 0 | 0 | $0 |
| Wolfgang Ebermann | EMEA President | 10 de marzo de 2020 P | 43 549 | 0 | 0 | $0 |
| Steven W. Dodenhoff | President, North America | 20 de febrero de 2020 A | 61 708 | 0 | 0 | $0 |
| Stuart Fenton | President Insight EMEA | 10 de mayo de 2013 S | 0 | 0 | 0 | $0 |
| Mark T Mcgrath | President of Subsidiary | 20 de febrero de 2009 A | 96 773 | 0 | 0 | $0 |
| Branson M Smith | President of Subsidiary | 29 de noviembre de 2004 M | 0 | 0 | 0 | $0 |
| Dino D Farfante | President of Subsidiary | 17 de noviembre de 2004 M | 0 | 0 | 0 | $0 |
| Robert Douglas Green | Chief Digital Officer | 20 de febrero de 2026 M | 9 267 | 0 | 0 | $0 |
| Jennifer M Vasin | Chief Human Resources Officer | 20 de febrero de 2026 M | 8 389 | 0 | 0 | $0 |
| Rachael A Bertrandt | Chief Accounting Officer | 20 de febrero de 2026 M | 5 909 | 0 | 0 | $0 |
| Samuel C Cowley | Gen'l Counsel & Secretary | 20 de febrero de 2026 M | 32 509 | 0 | 0 | $0 |
| Sumana Nallapati | Chief Information Officer | 15 de mayo de 2023 M | 617 | 0 | 0 | $0 |
| Jeffery Shumway | Chief Information Officer | 20 de febrero de 2022 M | 11 512 | 0 | 0 | $0 |
| Michael Guggemos | Chief Information Officer | 20 de febrero de 2019 A | 28 148 | 0 | 0 | $0 |
| Dana A. Leighty | VP, PAO | 20 de febrero de 2018 A | 9 713 | 0 | 0 | $0 |
| Steven Robert Andrews | General Counsel and Secretary | 26 de febrero de 2015 S | 14 086 | 0 | 0 | $0 |
| David C Olsen | SVP, Controller and PAO | 20 de febrero de 2012 A | 0 | 0 | 0 | $0 |
| Mary E. Sculley | SVP, Human Resources | 10 de mayo de 2011 A | — | 0 | 0 | $0 |
| Stephen Speidel | Sr. Vice President, Operations | 20 de febrero de 2011 A | 29 536 | 0 | 0 | $0 |
| Gary M Glandon | Chief People Officer | 20 de febrero de 2009 A | 17 118 | 0 | 0 | $0 |
| Karen K Mcginnis | Chief Accounting Officer | 20 de febrero de 2009 A | 40 837 | 0 | 0 | $0 |
| Catherine W Eckstein | Chief Marketing Officer | 26 de mayo de 2008 F | 18 331 | 0 | 0 | $0 |
| David Rice | Chief Technology Officer | 19 de febrero de 2008 M | 0 | 0 | 0 | $0 |
| Carmela Orlando | VP, GM of Subsidiary | 6 de mayo de 2006 M | 2 500 | 0 | 0 | $0 |
| James A Mccoy | SVP of Subsidiary | 14 de febrero de 2005 M | 0 | 0 | 0 | $0 |
| Timothy J Mcgrath | EVP of Subsidiary | 26 de agosto de 2004 A | 0 | 0 | 0 | $0 |
| Girish D Rishi | Consejero | 21 de mayo de 2026 M | 13 557 | 0 | 0 | $0 |
| Catherine Courage | Consejero | 21 de mayo de 2026 M | 12 956 | 0 | 0 | $0 |
| Linda Marie Breard | Consejero | 21 de mayo de 2026 M | 13 131 | 0 | 0 | $0 |
| Bruce Armstrong | Consejero | 21 de mayo de 2026 M | 15 163 | 0 | 0 | $0 |
| Richard E Allen | Consejero | 21 de mayo de 2026 M | 27 620 | 0 | 0 | $0 |
| Timothy A Crown | Consejero | 21 de mayo de 2026 M | 93 160 | 0 | 0 | $0 |
| Janet Foutty | Consejero | 13 de mayo de 2026 A | 700 | 0 | 0 | $0 |
| Thomas Reichert | Consejero | 13 de mayo de 2026 A | 700 | 0 | 0 | $0 |
| Kathleen S Pushor | Consejero | 12 de mayo de 2025 M | 8 083 | 0 | 0 | $0 |
| Michael M Fisher | Consejero | 10 de mayo de 2018 M | 19 968 | 0 | 0 | $0 |
| Bennett Dorrance | Consejero | 10 de mayo de 2018 M | 49 352 | 0 | 0 | $0 |
| Robertson C Jones | Consejero | 15 de mayo de 2017 M | 6 605 | 0 | 0 | $0 |
| Larry Gunning | Consejero | 10 de febrero de 2016 M | 11 891 | 0 | 0 | $0 |
| Robert F Woods | Consejero | 19 de mayo de 2011 M | 3 333 | 0 | 0 | $0 |
| David J Robino | Consejero | 9 de mayo de 2010 M | 6 001 | 0 | 0 | $0 |
| Eric J Crown | Consejero | 31 de agosto de 2007 M | 253 345 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 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 |
|---|---|---|---|---|---|
| VA Partners I, LLC, ValueAct Capital Master Fund, L.P., ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 presentaciones | 1 de diciembre de 2025 | 4,70% | Enmienda | — | SEC |
| ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 presentaciones | 17 de febrero de 2023 | — | Presentación inicial | — | SEC |
| Insight Enterprises, Inc. ×2 presentaciones | 6 de enero de 2017 | — | Presentación inicial | M&A / venta | 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 75 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 |
|---|---|---|---|---|
| FYT · First Trust Exchange-Traded AlphaDE… | 0,52% | 13 044 NS | 30 de abril de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,35% | 61 737 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,29% | 2 720 NS | 31 de mayo de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,29% | 135 039 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,25% | 41 440 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,18% | 285 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,17% | 30 549 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,15% | 371 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 10 750 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,11% | 2 017 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 8 967 NS | 31 de mayo de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 7 155 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,08% | 914 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,08% | 26 639 NS | 30 de abril de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,08% | 2 124 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,08% | 1 375 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,07% | 148 835 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,06% | 12 647 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,05% | 3 329 NS | 31 de mayo de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,05% | 758 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 92 837 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,05% | 1 076 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,04% | 10 858 NS | 31 de mayo de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,04% | 89 809 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 1 086 NS | 31 de mayo de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 782 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 59 229 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 31 704 NS | 30 de abril de 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0,02% | 50 467 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 5 698 NS | 30 de abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,02% | 2 407 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 1 160 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 27 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 568 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 25 242 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 665 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 10 931 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 43 538 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1 446 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 18 235 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4 069 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5 691 NS | 30 de abril 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 |
| 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 |