NWBI Northwest Bancshares, Inc. - Common Stock
$15,64
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$11–$16
89% of range
Calificación del Analista
HOLD
14 analysts
Precio Objetivo
$17
+6% upside
P/E (TTM)
17.0
ROE
7.1%
Margen de Beneficio Neto
19.2%
NWBI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$15.64
Capitalización Bursátil
$2.29B
P/E (TTM)
17.0
BPA (TTM)
$0.92
Ingresos (TTM)
—
Rendimiento div.
4.8%
ROE
7.1%
Deuda/Capital
—
Rango 52S
$11 – $16
NWBI 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
$0.92
2016-12-31
→
2025-12-31
Flujo de caja libre
$142M
2016-12-31
→
2025-12-31
Márgenes
19.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
NWBI
Mediana de Pares
P/E (TTM)
17.0
13.4
P/S (TTM) (P/V (TTM))
3.5
2.5
P/B (P/C)
1.2
1.0
Price / FCF (Precio / FCF)
16.1
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
NWBI
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
19.2%
30.1%
ROA
0.81%
1.1%
ROE
7.1%
9.8%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
NWBI
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
NWBI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
25.3%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
7.2%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
4.5%
—
EPS YoY (EPS interanual)
16.5%
—
Net Income YoY (Beneficio Neto interanual)
25.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
NWBI
Mediana de Pares
Payout Ratio (Ratio de Pago)
87.2%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
4.8%
Ratio de Pago
87.2%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 6 de agosto de 2026 | $0,2000 |
| 7 de mayo de 2026 | $0,2000 |
| 5 de febrero de 2026 | $0,2000 |
| 6 de noviembre de 2025 | $0,2000 |
| 8 de agosto de 2025 | $0,2000 |
| 8 de mayo de 2025 | $0,2000 |
| 3 de febrero de 2025 | $0,2000 |
| 8 de noviembre de 2024 | $0,2000 |
| 2 de agosto de 2024 | $0,2000 |
| 1 de mayo de 2024 | $0,2000 |
| 1 de febrero de 2024 | $0,2000 |
| 1 de noviembre de 2023 | $0,2000 |
| 2 de agosto de 2023 | $0,2000 |
| 3 de mayo de 2023 | $0,2000 |
| 1 de febrero de 2023 | $0,2000 |
| 2 de noviembre de 2022 | $0,2000 |
| 3 de agosto de 2022 | $0,2000 |
| 4 de mayo de 2022 | $0,2000 |
| 2 de febrero de 2022 | $0,2000 |
| 4 de noviembre de 2021 | $0,2000 |
NWBI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
14 analistas
- Compra fuerte 2 14,3%
- Compra 4 28,6%
- Mantener 8 57,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-17
Mediana
$17.00
Media
$16.57
Ahora
$15.64
Mín
$15.00
Máx
$18.00
Objetivo mediano
$17.00
+8,7%
Objetivo medio
$16.57
+6,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.37 | $0.34 | 0.03% |
| 31 de marzo de 2026 | $0.35 | $0.31 | 0.04% |
| 31 de diciembre de 2025 | $0.33 | $0.31 | 0.02% |
| 30 de septiembre de 2025 | $0.29 | $0.31 | -0.02% |
| 30 de junio de 2025 | $0.30 | $0.28 | 0.02% |
| 31 de marzo de 2025 | $0.35 | $0.25 | 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 |
|---|---|---|---|---|---|---|
| NWBI | $1.75B | 13.0 | 25.3% | 19.2% | 7.1% | — |
| BUSE | — | — | — | — | — | — |
| BANR | — | 11.1 | 8.5% | 33.2% | 10.2% | — |
| EFSC | — | — | — | — | — | — |
| HTH | $2.02B | 12.9 | 7.8% | 12.9% | 7.6% | — |
| FCF | $1.73B | 11.5 | 9.4% | 29.1% | 9.9% | — |
| SRCE | — | 9.7 | 12.0% | 36.5% | 13.3% | — |
| CHCO | — | 13.3 | 3.2% | 175.7% | 16.6% | — |
| LOB | — | 15.4 | 18.3% | 18.3% | 9.4% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $14M | $12M | $13M | $13M | $14M | $16M | $14M | |
| Interest Expense | · | · | $152M | $28M | $27M | $42M | $57M | |
| Interest Income | $750M | $669M | $588M | $449M | $419M | $434M | $417M | |
| Pretax Income | $163M | $130M | $175M | $174M | $201M | $93M | $141M | |
| Income Tax | $37M | $29M | $40M | $40M | $47M | $18M | $31M | |
| Net Income | $126M | $100M | $135M | $134M | $154M | $75M | $110M | |
| EPS (Basic) | $0.93 | $0.79 | $1.06 | $1.05 | $1.22 | $0.62 | $1.05 | |
| EPS (Diluted) | $0.92 | $0.79 | $1.06 | $1.05 | $1.21 | $0.62 | $1.04 | |
| Shares (Basic) | · | · | 126,668,671 | 126,167,892 | 126,181,586 | 120,244,474 | 104,878,774 | |
| Shares (Diluted) | · | · | 126,988,172 | 126,724,093 | 127,009,837 | 120,244,474 | 105,839,149 | |
| EBITDA | $12M | $11M | $12M | $12M | $12M | $12M | $12M |
Balance general 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $140M | $124M | $139M | $146M | $157M | $162M | $147M | |
| PP&E (Gross) | $296M | $311M | $321M | $326M | $337M | $335M | $322M | |
| Accum. Depreciation | $156M | $187M | $183M | $180M | $180M | $173M | $174M | |
| Goodwill | $444M | $381M | $381M | $381M | $381M | $382M | $346M | |
| Intangibles | $40M | $3M | $5M | $9M | $13M | $20M | $23M | |
| Total Assets | $16.77B | $14.41B | $14.42B | $14.11B | $14.50B | $13.81B | $10.49B | |
| Short-term Debt | · | $200M | $399M | $681M | $139M | $160M | $246M | |
| Total Liabilities | $14.88B | $12.81B | $12.87B | $12.62B | $12.92B | $12.27B | $9.14B | |
| Total Debt | · | $200M | $399M | $681M | $139M | $283M | $246M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $689M | $673M | $675M | $642M | $610M | $555M | $583M | |
| AOCI | $-71M | $-111M | $-149M | $-171M | $-38M | $-34M | $-37M | |
| Stockholders' Equity | $1.89B | $1.60B | $1.55B | $1.49B | $1.58B | $1.54B | $1.35B | |
| Liabilities + Equity | $16.77B | $14.41B | $14.42B | $14.11B | $14.50B | $13.81B | $10.49B | |
| Shares Outstanding | 146,107,964 | 127,508,003 | 127,110,453 | 127,028,848 | 126,612,183 | 127,019,452 | 106,859,088 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $12M | $11M | $12M | $12M | $12M | $12M | $12M | |
| Stock-based Comp | $6M | $6M | $5M | $4M | $5M | $4M | $7M | |
| Deferred Tax | $-6M | $3M | $-5M | $-6M | $12M | $-8M | $3M | |
| Amort. of Intangibles | $5M | $2M | $3M | $4M | $6M | $7M | $7M | |
| Other Non-cash | $16M | $8M | $-53M | $32M | $22M | · | · | |
| Operating Cash Flow | $153M | $128M | $93M | $175M | $205M | $140M | $127M | |
| CapEx | $12M | $2M | $9M | $4M | $18M | $12M | $11M | |
| Investing Cash Flow | $-127M | $175M | $-240M | $-917M | $-233M | $-561M | $-301M | |
| Debt Issued | · | · | · | $0 | $0 | $123M | $0 | |
| Net Debt Issued | $-35M | $0 | $0 | $-10M | $-22M | $-84M | · | |
| Stock Repurchased | · | · | $0 | $0 | $24M | $9M | $0 | |
| Net Stock Activity | · | · | $0 | $0 | $-24M | $-9M | · | |
| Dividends Paid | $110M | $102M | $102M | $101M | $100M | $93M | $76M | |
| Financing Cash Flow | $-81M | $-137M | $130M | $-398M | $570M | $1.10B | $165M | |
| Net Change in Cash | $-55M | $166M | $-17M | $-1.14B | $543M | $675M | $-8M | |
| Taxes Paid | $41M | · | · | · | · | · | · | |
| Free Cash Flow | $142M | $125M | $84M | $171M | $188M | $128M | $117M | |
| Levered FCF | · | · | $-33M | $149M | $167M | $94M | $72M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Net Margin | 19.2% | 19.2% | 24.6% | 25.1% | 28.9% | · | · | |
| Pretax Margin | 24.9% | 24.8% | 31.9% | 32.7% | 37.6% | 17.7% | 30.7% | |
| EBITDA Margin | 1.8% | 2.1% | 2.1% | 2.2% | 2.3% | 2.3% | 2.5% | |
| ROA | 0.81% | 0.70% | 0.95% | 0.93% | 1.1% | · | · | |
| ROE | 7.1% | 6.3% | 8.8% | 9.1% | 9.8% | · | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 0.1 | 0.3 | 0.5 | 0.1 | 0.2 | 0.2 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 25.3% | -4.9% | 3.4% | -0.49% | 1.9% | · | · | |
| Revenue CAGR 3Y | 7.2% | -0.73% | 1.6% | · | · | · | · | |
| Revenue CAGR 5Y | 4.5% | · | · | · | · | · | · | |
| EPS YoY | 16.5% | -25.5% | 0.95% | -13.2% | 95.2% | · | · | |
| EPS CAGR 3Y | -4.3% | -13.2% | 19.6% | · | · | · | · | |
| EPS CAGR 5Y | 8.2% | · | · | · | · | · | · | |
| Net Income YoY | 25.7% | -25.7% | 0.97% | -13.4% | 106.2% | · | · | |
| Net Income CAGR 3Y | -1.9% | -13.4% | 21.7% | · | · | · | · | |
| Net Income CAGR 5Y | 11.0% | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.4% | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $655M | $523M | $550M | $532M | $534M | $524M | $460M | |
| Net Income TTM | $126M | $100M | $135M | $134M | $154M | $75M | $110M | |
| Market Cap | $1.75B | $1.68B | $1.59B | $1.78B | $1.79B | $1.62B | $1.78B | |
| P/E | 13.0 | 16.7 | 11.8 | 13.3 | 11.7 | 20.5 | 16.0 | |
| P/S | 2.7 | 3.2 | 2.9 | 3.3 | 3.4 | 3.1 | 3.9 | |
| P/B | 0.9 | 1.1 | 1.0 | 1.2 | 1.1 | 1.1 | 1.3 | |
| P / Tangible Book | 1.2 | 1.4 | 1.4 | 1.6 | 1.5 | 1.4 | · | |
| P / Cash Flow | 11.4 | 13.2 | 17.1 | 10.1 | 8.7 | 11.5 | 13.9 | |
| P / FCF | 12.4 | 13.4 | 18.8 | 10.4 | 9.5 | 12.6 | 15.2 | |
| Dividend Yield | 6.3% | 6.1% | 6.4% | 5.7% | 5.6% | 5.8% | 4.3% | |
| Earnings Yield | 7.7% | 6.0% | 8.5% | 7.5% | 8.6% | 4.9% | 6.2% | |
| Payout Ratio | 87.2% | 101.6% | 75.3% | 75.9% | 65.0% | · | · | |
| Annual Payout | $110M | $102M | $102M | $101M | $100M | $93M | $76M |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $4M | $3M | $4M | $3M | $3M | $3M | $4M | $3M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $57M | · | $43M | $35M | $22M | · | $6M | |
| Interest Income | $205M | $202M | $203M | $195M | $172M | $181M | $171M | $171M | $167M | $160M | $157M | $152M | $144M | $135M | $128M | $119M | |
| Pretax Income | $70M | $67M | $59M | $3M | $44M | $57M | $42M | $43M | $6M | $38M | $37M | $51M | $44M | $44M | $45M | $49M | |
| Income Tax | $17M | $16M | $13M | $302.0K | $10M | $13M | $10M | $10M | $1M | $9M | $8M | $11M | $11M | $10M | $11M | $12M | |
| Net Income | $54M | $51M | $46M | $3M | $34M | $43M | $33M | $34M | $5M | $29M | $29M | $39M | $33M | $34M | $35M | $37M | |
| EPS (Basic) | $0.37 | $0.35 | $0.31 | $0.02 | $0.26 | $0.34 | $0.26 | $0.26 | $0.04 | $0.23 | $0.22 | $0.31 | $0.26 | $0.27 | $0.28 | $0.29 | |
| EPS (Diluted) | $0.36 | $0.34 | $0.30 | $0.02 | $0.26 | $0.34 | $0.26 | $0.26 | $0.04 | $0.23 | $0.23 | $0.31 | $0.26 | $0.26 | $0.28 | $0.29 | |
| Shares (Basic) | · | · | · | · | · | · | · | · | · | 126,814,233 | · | 126,767,507 | 126,620,383 | 126,498,512 | · | 126,320,706 | |
| Shares (Diluted) | · | · | · | · | · | · | · | · | · | 127,598,971 | · | 127,087,684 | 126,951,471 | 127,050,263 | · | 126,886,435 | |
| EBITDA | · | $-1M | · | · | · | $596.0K | · | · | · | $5M | · | · | · | $2M | · | · |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $144M | $141M | $140M | $139M | $123M | $123M | $124M | $126M | $128M | $131M | · | $138M | $140M | $140M | · | $146M | |
| PP&E (Gross) | · | · | $296M | · | · | · | $311M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $156M | · | · | · | $187M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $445M | $444M | $444M | $438M | $381M | $381M | $381M | $381M | $381M | $381M | · | $381M | $381M | $381M | · | $381M | |
| Intangibles | $35M | $37M | $40M | $48M | $2M | $2M | $3M | $3M | $4M | $5M | · | $6M | $7M | $8M | · | $9M | |
| Total Assets | $17.21B | $16.91B | $16.77B | $16.38B | $14.49B | $14.45B | $14.41B | $14.35B | $14.39B | $14.51B | · | $14.36B | $14.29B | $14.19B | · | $13.95B | |
| Short-term Debt | · | · | · | $368M | $198M | $197M | · | $204M | $242M | $401M | · | $605M | $632M | $689M | · | $150M | |
| Total Liabilities | $15.28B | $15.00B | $14.88B | $14.53B | $12.84B | $12.82B | $12.81B | $12.76B | $12.83B | $12.96B | · | $12.86B | $12.78B | $12.68B | · | $12.49B | |
| Total Debt | · | · | · | $368M | $198M | $197M | · | $204M | $242M | $401M | · | $605M | $632M | $689M | · | $150M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $734M | $710M | $689M | $673M | $699M | $691M | $673M | $666M | $658M | $678M | · | $671M | $657M | $650M | · | $632M | |
| AOCI | $-83M | $-79M | $-71M | $-87M | $-96M | $-98M | $-111M | $-106M | $-130M | $-153M | · | $-198M | $-169M | $-159M | · | $-191M | |
| Stockholders' Equity | $1.93B | $1.90B | $1.89B | $1.86B | $1.64B | $1.63B | $1.60B | $1.59B | $1.56B | $1.55B | $1.55B | $1.50B | $1.51B | $1.51B | $1.49B | $1.46B | |
| Liabilities + Equity | $17.21B | $16.91B | $16.77B | $16.38B | $14.49B | $14.45B | $14.41B | $14.35B | $14.39B | $14.51B | · | $14.36B | $14.29B | $14.19B | · | $13.95B | |
| Shares Outstanding | 146,396,520 | 146,302,025 | 146,107,964 | 146,097,057 | 127,842,403 | 127,736,303 | 127,508,003 | 127,400,199 | 127,307,997 | 127,253,189 | · | 127,101,349 | 127,088,963 | 127,065,400 | · | 126,921,989 |
Flujo de Efectivo 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $-3M | $-1M | $10M | $48.0K | $1M | $596.0K | $-7M | $7M | $6M | $5M | $-4M | $8M | $7M | $2M | $8M | $1M | |
| Stock-based Comp | $2M | $687.0K | $2M | $885.0K | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $744.0K | $1M | $943.0K | |
| Deferred Tax | · | · | $2M | $-7M | · | · | $162.0K | $-266.0K | · | · | $-1M | $-5M | · | · | $-7M | $-328.0K | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $436.0K | $504.0K | $526.0K | $590.0K | $635.0K | $701.0K | $724.0K | $795.0K | $842.0K | $909.0K | $932.0K | $1M | |
| Other Non-cash | · | $24M | · | · | · | $62M | · | · | · | $36M | · | · | · | $-7M | · | · | |
| Operating Cash Flow | $32M | $74M | $6M | $42M | $-2M | $108M | $-77M | $93M | $41M | $71M | $45M | $-5M | $23M | $30M | $65M | $83M | |
| CapEx | $6M | $4M | $3M | $4M | $4M | $2M | $232.0K | $88.0K | $-3M | $5M | · | · | · | · | · | · | |
| Investing Cash Flow | $-258M | $-169M | $-363M | $371M | $-90M | $-46M | $76M | $11M | $231M | $-144M | $-61M | $-6M | $-43M | $-130M | $-156M | $-249M | |
| Net Debt Issued | · | $-24M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Dividends Paid | $29M | $29M | $29M | $29M | $26M | $26M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $25M | |
| Financing Cash Flow | $188M | $149M | $311M | $-401M | $6M | $3M | $63M | $-106M | $-163M | $70M | $-23M | $45M | $51M | $57M | $111M | $-220M | |
| Net Change in Cash | $-38M | $53M | $-45M | $12M | $-86M | $65M | $61M | $-2M | $109M | $-3M | $-40M | $34M | $31M | $-43M | $21M | $-386M | |
| Free Cash Flow | · | $70M | · | · | · | $106M | · | · | · | · | · | · | · | · | · | · |
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 | 29.6% | 28.9% | · | 1.9% | 22.4% | 27.8% | · | 24.2% | 4.8% | 22.2% | · | 28.2% | 23.9% | 24.7% | · | 26.7% | |
| Pretax Margin | 38.8% | 38.1% | · | 2.1% | 29.3% | 36.2% | · | 31.3% | 6.1% | 28.8% | · | 36.4% | 31.5% | 32.2% | · | 35.3% | |
| EBITDA Margin | · | -0.77% | · | · | · | 0.38% | · | · | · | 3.5% | · | · | · | 1.6% | · | · | |
| ROA | 0.34% | 0.32% | · | 0.02% | 0.23% | 0.30% | · | 0.23% | 0.03% | 0.20% | · | 0.28% | 0.23% | 0.24% | · | 0.26% | |
| ROE | 3.0% | 2.9% | · | 0.18% | 2.1% | 2.7% | · | 2.2% | 0.31% | 1.9% | · | 2.6% | 2.2% | 2.2% | · | 2.5% |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.3 | · | 0.4 | 0.4 | 0.5 | · | 0.1 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 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 | $675M | $650M | · | $614M | $544M | $525M | · | $508M | $507M | $545M | · | $554M | $545M | $523M | · | $514M | |
| Net Income TTM | $141M | $131M | · | $114M | $115M | $111M | · | $107M | $106M | $135M | · | $143M | $137M | $133M | · | $134M | |
| Market Cap | $2.22B | $1.86B | · | $1.81B | $1.63B | $1.54B | · | $1.70B | $1.47B | $1.48B | · | $1.30B | $1.35B | $1.53B | · | $1.71B | |
| P/E | 15.5 | 13.2 | · | 14.1 | 14.2 | 13.8 | · | 15.9 | 13.8 | 11.0 | · | 9.1 | 9.9 | 11.7 | · | 13.0 | |
| P/S | 3.3 | 2.9 | · | 2.9 | 3.0 | 2.9 | · | 3.4 | 2.9 | 2.7 | · | 2.3 | 2.5 | 2.9 | · | 3.3 | |
| P/B | 1.2 | 1.0 | · | 1.0 | 1.0 | 0.9 | · | 1.1 | 0.9 | 1.0 | · | 0.9 | 0.9 | 1.0 | · | 1.2 | |
| P / Tangible Book | 1.5 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.4 | 1.3 | 1.3 | · | 1.2 | 1.2 | 1.4 | · | 1.6 | |
| P / Cash Flow | · | 25.1 | · | · | · | 14.3 | · | · | · | 21.0 | · | · | · | 51.2 | · | · | |
| P / FCF | · | 26.7 | · | · | · | 14.5 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 6.5% | 7.6% | · | 7.1% | 7.0% | 7.2% | · | 6.3% | 7.3% | 9.1% | · | 10.9% | 10.1% | 8.6% | · | 7.7% | |
| Payout Ratio | · | 58.2% | · | · | · | 58.7% | · | · | · | 87.2% | · | · | · | 75.4% | · | · |
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 | $126M | $100M | $135M | $134M | $154M |
| EPS Diluido | $0.92 | $0.79 | $1.06 | $1.05 | $1.21 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | 0.1 | 0.3 | 0.5 | 0.1 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $142M | $125M | $84M | $171M | $188M |
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Propietarios institucionales (13F) 331 declarantes · $999.5M 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 |
|---|---|---|---|---|
| 41 (-5 vs trimestre anterior) | 23 (-8 vs trimestre anterior) | 112 (-1 vs trimestre anterior) | 74 (-3 vs trimestre anterior) | +17.1M |
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 | $164 615 906 | 10 858 569 | 16,47% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $137 738 757 | 9 085 670 | 13,78% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $132 867 138 | 8 764 324 | 13,29% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $101 713 958 | 6 709 364 | 10,18% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $51 944 645 | 3 425 626 | 5,20% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29 068 133 | 1 917 423 | 2,91% | Acciones |
| FMR LLC | $23 854 314 | 1 573 504 | 2,39% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $17 931 233 | 1 182 799 | 1,79% | Acciones |
| Bank of New York Mellon Corp | $17 581 386 | 1 159 722 | 1,76% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $14 715 009 | 970 647 | 1,47% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $14 537 727 | 958 953 | 1,45% | Acciones |
| GLENMEDE TRUST CO NA | $11 996 562 | 791 330 | 1,20% | Acciones |
| VANGUARD GROUP INC | $11 192 556 | 932 713 | 1,12% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10 968 760 | 723 533 | 1,10% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $10 673 398 | 704 050 | 1,07% | Acciones |
| CITADEL ADVISORS LLC | $10 398 365 | 685 908 | 1,04% | Acciones |
| Edgestream Partners, L.P. | $9 353 417 | 616 980 | 0,94% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $8 451 033 | 557 456 | 0,85% | Acciones |
| LPL Financial LLC | $8 118 640 | 535 530 | 0,81% | Acciones |
| GOLDMAN SACHS GROUP INC | $8 013 561 | 528 599 | 0,80% | Acciones |
| D. E. Shaw & Co., Inc. | $7 823 818 | 516 083 | 0,78% | Acciones |
| Public Sector Pension Investment Board | $7 620 780 | 502 690 | 0,76% | Acciones |
| Dana Investment Advisors, Inc. | $7 620 083 | 502 644 | 0,76% | Acciones |
| MORGAN STANLEY | $6 990 102 | 461 088 | 0,70% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $6 760 178 | 445 922 | 0,68% | Acciones |
| JOHNSON INVESTMENT COUNSEL INC | $6 360 969 | 419 589 | 0,64% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 615 643 | 370 425 | 0,56% | Acciones |
| RHUMBLINE ADVISERS | $5 504 747 | 363 111 | 0,55% | Acciones |
| Swiss National Bank | $4 223 576 | 278 600 | 0,42% | Acciones |
| Rhino Investment Partners, Inc | $4 128 371 | 272 320 | 0,41% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 711 168 | 244 800 | 0,37% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3 562 069 | 234 965 | 0,36% | Acciones |
| Legal & General Group Plc | $3 401 434 | 224 369 | 0,34% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 371 099 | 222 368 | 0,34% | Acciones |
| FRANKLIN RESOURCES INC | $3 227 731 | 212 911 | 0,32% | Acciones |
| Verition Fund Management LLC | $3 184 388 | 210 052 | 0,32% | Acciones |
| Sequoia Financial Advisors, LLC | $2 786 538 | 183 809 | 0,28% | Acciones |
| Intrepid Financial Planning Group LLC | $2 773 037 | 182 918 | 0,28% | Acciones |
| Hudock, Inc. | $2 601 052 | 171 573 | 0,26% | Acciones |
| Brandywine Global Investment Management, LLC | $2 518 980 | 209 915 | 0,25% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 464 258 | 162 550 | 0,25% | Acciones |
| Nuveen, LLC | $2 385 108 | 157 329 | 0,24% | Acciones |
| Quantinno Capital Management LP | $2 348 054 | 154 884 | 0,23% | Acciones |
| PRUDENTIAL FINANCIAL INC | $2 298 089 | 151 589 | 0,23% | Acciones |
| Cetera Investment Advisers | $2 294 767 | 151 370 | 0,23% | Acciones |
| BlackRock, Inc. | $2 284 688 | 150 705 | 0,23% | Acciones |
| STIFEL FINANCIAL CORP | $2 172 961 | 143 336 | 0,22% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $2 129 404 | 140 462 | 0,21% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 895 708 | 149 386 | 0,19% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 804 859 | 119 054 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 728 403 | 136 202 | 0,17% | Acciones |
| Trexquant Investment LP | $1 635 476 | 107 881 | 0,16% | Acciones |
| Odyssean, LLC | $1 591 542 | 104 983 | 0,16% | Acciones |
| KINTRA WEALTH, LLC | $1 562 825 | 98 976 | 0,16% | Acciones |
| Mariner, LLC | $1 492 442 | 98 449 | 0,15% | Acciones |
| Vanguard Global Advisers, LLC | $1 416 262 | 93 421 | 0,14% | Acciones |
| Rafferty Asset Management, LLC | $1 415 853 | 93 394 | 0,14% | Acciones |
| BAYVIEW ASSET MANAGEMENT, LLC | $1 402 300 | 92 500 | 0,14% | Acciones |
| PNC Financial Services Group, Inc. | $1 387 671 | 91 535 | 0,14% | Acciones |
| ST GERMAIN D J CO INC | $1 371 086 | 90 441 | 0,14% | Acciones |
| LAWOOD & CO | $1 347 027 | 88 854 | 0,13% | Acciones |
| Schonfeld Strategic Advisors LLC | $1 336 338 | 88 149 | 0,13% | Acciones |
| MetLife Investment Management, LLC | $1 314 342 | 86 698 | 0,13% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $1 312 816 | 86 597 | 0,13% | Acciones |
| IEQ CAPITAL, LLC | $1 273 516 | 84 005 | 0,13% | Acciones |
| &PARTNERS | $1 260 427 | 83 142 | 0,13% | Acciones |
| Atom Investors LP | $1 253 353 | 82 675 | 0,13% | Acciones |
| BARCLAYS PLC | $1 226 655 | 80 914 | 0,12% | Acciones |
| NewEdge Advisors, LLC | $1 222 457 | 80 637 | 0,12% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 198 550 | 79 060 | 0,12% | Acciones |
| Engineers Gate Manager LP | $1 194 942 | 78 822 | 0,12% | Acciones |
| XTX Topco Ltd | $1 166 592 | 76 952 | 0,12% | Acciones |
| Illinois Municipal Retirement Fund | $1 150 705 | 75 904 | 0,12% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 115 776 | 73 600 | 0,11% | Opción de compra |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1 097 457 | 86 482 | 0,11% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 059 669 | 69 899 | 0,11% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 039 385 | 68 561 | 0,10% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 021 708 | 67 395 | 0,10% | Acciones |
| FIFTH THIRD BANCORP | $1 015 793 | 67 005 | 0,10% | Acciones |
| Louisiana State Employees Retirement System | $971 756 | 64 100 | 0,10% | Acciones |
| Jentner Corp | $958 500 | 75 000 | 0,10% | Acciones |
| FOX RUN MANAGEMENT, L.L.C. | $954 095 | 62 935 | 0,10% | Acciones |
| Invesco Ltd. | $899 503 | 59 334 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $868 668 | 57 300 | 0,09% | Opción de compra |
| State of Tennessee, Department of Treasury | $854 327 | 56 354 | 0,09% | Acciones |
| MIRABELLA FINANCIAL SERVICES LLP | $851 871 | 56 192 | 0,09% | Acciones |
| JANUS HENDERSON GROUP PLC | $793 425 | 62 499 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $792 155 | 52 253 | 0,08% | Acciones |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $778 436 | 51 348 | 0,08% | Acciones |
| AlphaQuest LLC | $764 784 | 63 732 | 0,08% | Acciones |
| HSBC HOLDINGS PLC | $732 247 | 48 397 | 0,07% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $729 196 | 48 100 | 0,07% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $724 682 | 47 897 | 0,07% | Acciones |
| CWA Asset Management Group, LLC | $711 339 | 46 922 | 0,07% | Acciones |
| Jain Global LLC | $675 727 | 44 573 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $665 736 | 43 914 | 0,07% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $658 509 | 43 784 | 0,07% | Acciones |
| Parrish Capital LLC | $657 735 | 51 831 | 0,07% | Acciones |
| TWO SIGMA ADVISERS, LP | $649 704 | 54 142 | 0,07% | Acciones |
| CHOREO, LLC | $625 426 | 41 255 | 0,06% | Acciones |
Informantes de la empresa 35 insiders · 15 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Louis J Torchio | President & CEO | 31 de julio de 2026 A | 328 792 | 0 | 0 | $0 |
| William W Harvey | Sr. EVP & CFO | 22 de mayo de 2019 A | 163 149 | 0 | 0 | $0 |
| James M Colestro | Chief Retail Lending Officer | 30 de julio de 2026 M | 37 011 | 0 | 1 | $-209 331 |
| Joseph D Canfield Jr | Chief Accounting Officer | 29 de julio de 2026 F | 16 540 | 0 | 0 | $0 |
| Jacques Marc Desmarteau | Chief Comm. Banking Officer | 22 de junio de 2026 F | 57 242 | 0 | 0 | $0 |
| Urich T Bowers | Chief Cons. Banking /Strat Off | 18 de junio de 2026 F | 43 611 | 0 | 0 | $0 |
| Steven Chad Ballard | Chief Information Officer | 5 de junio de 2026 A | 47 217 | 0 | 0 | $0 |
| Steven G Fisher | Sr. EVP, Chief Revenue Officer | 22 de mayo de 2019 A | 169 238 | 0 | 0 | $0 |
| William J Wagner | Executive Chairman | 23 de agosto de 2018 G | 90 874 | 0 | 0 | $0 |
| Shawn O Walker | EVP Chief Marketing Officer | 14 de junio de 2018 M | 33 632 | 0 | 0 | $0 |
| Jonathan P Scalise | EVP- Business Development | 14 de junio de 2018 M | 24 252 | 0 | 0 | $0 |
| David E Westerburg | EVP-Chief Operations Officer | 14 de junio de 2018 M | 40 321 | 0 | 0 | $0 |
| Gregory C Larocca | Exec. V.P., Investment & Trust | 21 de mayo de 2014 A | 230 531 | 0 | 0 | $0 |
| Timothy A Huber | Exec. V.P., Chief Lending Off. | 21 de mayo de 2014 A | 311 784 | 0 | 0 | $0 |
| Gerald J Ritzert | SVP, Controller | 19 de enero de 2011 A | — | 0 | 0 | $0 |
| Amber Lee Williams | Consejero | 5 de junio de 2026 A | 13 997 | 0 | 0 | $0 |
| David M Tullio | Consejero | 5 de junio de 2026 A | 34 104 | 0 | 0 | $0 |
| Charles E. Kranich | Consejero | 5 de junio de 2026 A | 100 386 | 0 | 0 | $0 |
| Mark A Paup | Consejero | 5 de junio de 2026 A | 66 840 | 0 | 0 | $0 |
| Timothy M Hunter | Consejero | 5 de junio de 2026 A | 203 804 | 0 | 0 | $0 |
| Deborah J Chadsey Esq. | Consejero | 5 de junio de 2026 A | 46 904 | 0 | 0 | $0 |
| John P Meegan | Consejero | 5 de junio de 2026 A | 84 654 | 0 | 0 | $0 |
| Robert M Campana | Consejero | 5 de junio de 2026 A | 71 480 | 2 | 0 | $36 610 |
| Wilbur R Davis | Consejero | 5 de junio de 2026 A | 86 684 | 0 | 0 | $0 |
| Richard E Mcdowell | Consejero | 7 de diciembre de 2015 G | 121 707 | 0 | 0 | $0 |
| Paul A King | Consejero | 20 de mayo de 2015 A | 66 848 | 0 | 0 | $0 |
| Joseph F Long | Consejero | 11 de diciembre de 2013 S | 69 779 | 0 | 0 | $0 |
| Richard L Carr | Consejero | 15 de mayo de 2013 A | 103 832 | 0 | 0 | $0 |
| John M Bauer | Consejero | 15 de mayo de 2013 A | 40 398 | 0 | 0 | $0 |
| Robert G Ferrier | Consejero | 7 de septiembre de 2011 A | 39 853 | 0 | 0 | $0 |
| Thomas K Creal III | Consejero | 20 de abril de 2011 A | 12 000 | 0 | 0 | $0 |
| Douglas M Schosser | — | 1 de mayo de 2026 P | 81 058 | 1 | 0 | $20 880 |
| Philip M Tredway | — | 22 de mayo de 2019 A | 18 960 | 0 | 0 | $0 |
| Andrew Young | — | 22 de mayo de 2019 A | 61 688 | 0 | 0 | $0 |
| Michael G Smelko | — | 5 de marzo de 2019 I | 15 920 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 72 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| KBWD · Invesco Exchange-Traded Fund Trust … | 1,62% | 432 044 SH | 8 de agosto de 2026 | Diario |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,91% | 143 633 SH | 8 de agosto de 2026 | Diario |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,76% | 320 489 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,66% | 12 249 NS | 30 de abril de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,50% | 8 585 SH | 8 de agosto de 2026 | Diario |
| HSMV · First Trust Exchange-Traded Fund III | 0,48% | 10 470 NS | 30 de abril de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,29% | 102 680 NS | 30 de abril de 2026 | N-PORT |
| IJS · iShares Trust | 0,24% | 1 294 767 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,24% | 310 470 SH | 8 de agosto de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,17% | 6 796 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 63 729 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,15% | 805 225 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,15% | 1 373 784 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,15% | 291 037 NS | 31 de mayo de 2026 | N-PORT |
| XJR · iShares Trust | 0,14% | 17 315 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,14% | 129 946 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,14% | 22 665 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,13% | 74 197 SH | 8 de agosto de 2026 | Diario |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,13% | 16 789 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,12% | 109 121 NS | 30 de abril de 2026 | N-PORT |
| IJR · iShares Trust | 0,12% | 8 786 748 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,12% | 511 725 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,10% | 995 515 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 50 780 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,09% | 1 747 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,09% | 26 181 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 131 912 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,07% | 3 698 183 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,07% | 13 004 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 856 845 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,07% | 431 402 NS | 31 de mayo de 2026 | N-PORT |
| ISCV · iShares Trust | 0,06% | 28 557 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,06% | 62 930 NS | 30 de abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,06% | 79 907 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,05% | 6 835 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 2 132 167 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,05% | 507 633 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 702 257 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 28 810 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,04% | 692 908 NS | 31 de mayo de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,04% | 8 349 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,03% | 5 811 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,03% | 5 345 NS | 31 de mayo de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3 356 757 SH | 8 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,03% | 2 612 NS | 30 de abril de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 39 150 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 5 408 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 8 893 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 1 675 062 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,02% | 226 208 SH | 8 de agosto de 2026 | Diario |