NWE NorthWestern Energy Group, Inc. - Common Stock
NASDAQ · Utilities · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 30, 2026
$69,27
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$57,12mínimo 52 semanas
$75,18máximo 52 semanas
Capitalización Bursátil (MRQ)
$4.26B
P/E (TTM)
25.0
BPA (TTM)
$2.77
Ingresos (TTM)
$1.69B
tus insignias
Rango 52S
$57–$75
Calificación del Analista
HOLD
Precio Objetivo
$74
P/E
25.0
ROE
5.9%
Margen de Beneficio Neto
10.1%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
NWE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$69.27
Capitalización Bursátil (MRQ)
$4.26B
P/E (TTM)
25.0
BPA (TTM)
$2.77
Ingresos (TTM)
$1.69B
Rendimiento div.
3.8%
ROE (TTM)
5.9%
Deuda/Capital (MRQ)
1.2
Rango 52S
$57–$75
NWE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.61B2021-12-31 → 2025-12-31
BPA$2.942021-12-31 → 2025-12-31
Flujo de caja libre$-130M2023-12-31 → 2025-12-31
Margen neto10.1%2023-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | NWE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 25.0promedio 5A ≈17.5 | ≈17.5 | 21.8 | Sobrevalorado | |
| P/S (TTM) | 2.5promedio 5A ≈2.3 | ≈2.3 | 2.5 | Sobrevalorado | |
| P/C (MRQ) | 1.5promedio 5A ≈1.2 | ≈1.2 | 1.8 | Valor razonable | |
| EV / EBITDA | 13.4promedio 5A ≈12.0 | ≈12.0 | 12.3 | Sobrevalorado | |
| Precio / FCF (TTM) | -22.2promedio 5A ≈-31.2 | ≈-31.2 | · | · | |
| Precio / Flujo de Caja (TTM) | 10.2promedio 5A ≈8.2 | ≈8.2 | 9.0 | Sobrevalorado | |
| EV / Revenue (EV / Ingresos) | 4.8promedio 5A ≈4.3 | ≈4.3 | · | · | |
| EV / FCF | -59.1promedio 5A ≈-59.6 | ≈-59.6 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 1.7promedio 5A ≈1.4 | ≈1.4 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | NWE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 18.8%promedio 5A ≈20.9% | ≈20.9% | 17.0% | En línea | |
| Margen EBITDA (TTM) | 34.1%promedio 5A ≈36.0% | ≈36.0% | 27.4% | De primer nivel | |
| Margen antes de impuestos (TTM) | 10.4%promedio 5A ≈13.3% | ≈13.3% | 10.1% | Débil | |
| Margen de Beneficio Neto (TTM) | 10.1%promedio 5A ≈13.2% | ≈13.2% | 8.0% | Débil | |
| ROA (TTM) | 2.0%promedio 5A ≈2.5% | ≈2.5% | 2.7% | Débil | |
| ROE (TTM) | 5.9%promedio 5A ≈7.1% | ≈7.1% | 9.2% | Débil | |
| ROIC | 5.0%promedio 5A ≈5.2% | ≈5.2% | 5.5% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | NWE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 1.2promedio 5A ≈1.1 | ≈1.1 | 1.2 | En línea | |
| Ratio corriente (MRQ) | 0.8promedio 5A ≈0.7 | ≈0.7 | 0.8 | En línea | |
| Quick Ratio (Ratio Rápido) | 0.3promedio 5A ≈0.3 | ≈0.3 | 0.3 | Liquidez sólida | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 1.2promedio 5A ≈1.0 | ≈1.0 | 1.2 | En línea |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | NWE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 6.4%promedio 5A ≈3.0% | ≈3.0% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 2.9% | · | · | · | |
| EPS YoY (EPS interanual) | -19.4%promedio 5A ≈-2.3% | ≈-2.3% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -19.2%promedio 5A ≈0.77% | ≈0.77% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -3.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -0.35% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | NWE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2promedio 5A ≈0.2 | ≈0.2 | 0.2 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 8.1promedio 5A ≈7.3 | ≈7.3 | 6.6 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$966.1K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo3.8%
Ratio de Pago89.1%
Pago anualizado≈$2.68
CAGR de Dividendos a 5 años≈1.9%
Racha de Crecimiento≈16
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 17, 2026 | $0,67 | USD | ≈3.8% |
| Jun 15, 2026 | $0,67 | USD | ≈3.8% |
| Mar 13, 2026 | $0,67 | USD | ≈3.9% |
| Dic 15, 2025 | $0,66 | USD | ≈4.0% |
| Sep 15, 2025 | $0,66 | USD | ≈4.6% |
| Jun 13, 2025 | $0,66 | USD | ≈5.1% |
| Mar 14, 2025 | $0,66 | USD | ≈4.7% |
| Dic 13, 2024 | $0,65 | USD | ≈5.1% |
| Sep 13, 2024 | $0,65 | USD | ≈4.6% |
| Jun 14, 2024 | $0,65 | USD | ≈5.2% |
| Mar 14, 2024 | $0,65 | USD | ≈5.3% |
| Dic 14, 2023 | $0,64 | USD | ≈4.9% |
| Sep 14, 2023 | $0,64 | USD | ≈5.0% |
| Jun 14, 2023 | $0,64 | USD | ≈4.4% |
| Mar 14, 2023 | $0,64 | USD | ≈4.5% |
| Dic 14, 2022 | $0,63 | USD | ≈4.3% |
| Sep 14, 2022 | $0,63 | USD | ≈4.6% |
| Jun 14, 2022 | $0,63 | USD | ≈4.5% |
| Mar 14, 2022 | $0,63 | USD | ≈4.2% |
| Dic 14, 2021 | $0,62 | USD | ≈4.5% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
5.6%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $0.50 | $0.44 | 13.6% |
| 31 de marzo de 2026 | $1.31 | $1.23 | 6.9% | |
| 31 de diciembre de 2025 | $1.17 | $1.20 | -2.5% | |
| 30 de septiembre de 2025 | $0.79 | $0.76 | 4.4% | |
| 30 de junio de 2025 | $0.40 | $0.37 | 8.9% | |
| 31 de marzo de 2025 | $1.22 | $1.19 | 2.6% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $1.61B | $1.51B | $1.42B | $1.48B | $1.37B | |
| SG&A Expense | $158M | $137M | $117M | $114M | $102M | |
| Operating Expenses | $1.28B | $1.19B | $1.12B | $1.21B | $1.10B | |
| Operating Income | $326M | $323M | $300M | $263M | $276M | |
| Other Non-op | $12M | $23M | $16M | $19M | $8M | |
| Pretax Income | $188M | $215M | $202M | $182M | $190M | |
| Income Tax | $6M | $-9M | $8M | $-605.0K | $3M | |
| Net Income | $181M | $224M | $194M | $183M | $187M | |
| EPS (Basic) | $2.95 | $3.66 | $3.22 | $3.28 | $3.61 | |
| EPS (Diluted) | $2.94 | $3.65 | $3.22 | $3.25 | $3.60 | |
| Shares (Basic) | 61,381,000 | 61,293,000 | 60,321,000 | 55,769,000 | 51,709,000 | |
| Shares (Diluted) | 61,541,418 | 61,374,205 | 60,357,793 | 56,292,110 | 51,872,226 | |
| EBITDA | $575M | $551M | $511M | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $9M | $4M | $9M | $8M | $3M | |
| Receivables | $210M | $188M | $212M | $245M | · | |
| Inventory | $133M | $123M | $115M | $107M | · | |
| Other Current Assets | $38M | $39M | $25M | $28M | · | |
| Current Assets | $504M | $418M | $407M | $539M | · | |
| PP&E (Net) | $6.74B | $6.40B | $6.04B | $5.66B | · | |
| PP&E (Gross) | $9.29B | $8.78B | $8.30B | $7.84B | · | |
| Goodwill | $368M | $358M | $358M | $358M | · | |
| Other Non-current Assets | $77M | $59M | $52M | $47M | · | |
| Total Assets | $8.46B | $8.00B | $7.60B | $7.32B | $6.78B | |
| Accounts Payable | $130M | $112M | $124M | $201M | · | |
| Accrued Liabilities | $272M | $255M | $246M | $251M | · | |
| Short-term Debt | $150M | $100M | $0 | $145M | · | |
| Current Liabilities | $697M | $802M | $535M | $621M | · | |
| Deferred Tax | $733M | $663M | $601M | $539M | · | |
| Other Non-current Liabilities | $284M | $316M | $332M | $355M | · | |
| Total Liabilities | $5.57B | $5.14B | $4.82B | $4.65B | · | |
| Long-term Debt | $3.29B | $3.00B | $2.78B | $2.62B | · | |
| Total Debt | $3.44B | $3.10B | $2.88B | · | · | |
| Common Stock | $649.0K | $648.0K | $648.0K | $633.0K | · | |
| Paid-in Capital | $2.09B | $2.08B | $2.08B | $2.00B | · | |
| Retained Earnings | $897M | $877M | $811M | $771M | · | |
| Treasury Stock | $98M | $97M | $98M | $98M | · | |
| AOCI | $-6M | $-7M | $-8M | $-8M | $-7M | |
| Stockholders' Equity | $2.89B | $2.86B | $2.79B | $2.67B | $2.34B | |
| Liabilities + Equity | $8.46B | $8.00B | $7.60B | $7.32B | · | |
| Shares Outstanding | 61,418,361 | 61,320,812 | 61,248,800 | 59,744,130 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $250M | $228M | $210M | $195M | $187M | |
| Stock-based Comp | $7M | $5M | $5M | $5M | $5M | |
| Deferred Tax | $7M | $-9M | $7M | $-9M | $525.0K | |
| Other Non-cash | $-50M | $-41M | $73M | · | · | |
| Operating Cash Flow | $394M | $407M | $489M | $307M | $220M | |
| CapEx | $524M | $549M | $567M | $515M | $434M | |
| Investing Cash Flow | $-571M | $-554M | $-571M | $-517M | $-436M | |
| Debt Issued | $602M | $215M | $300M | $0 | $100M | |
| Net Debt Issued | $602M | $215M | $300M | · | · | |
| Stock Issued | $0 | $0 | $74M | $277M | $196M | |
| Net Stock Activity | $0 | $0 | $74M | · | · | |
| Dividends Paid | $161M | $159M | $154M | $140M | $128M | |
| Financing Cash Flow | $178M | $152M | $84M | $213M | $218M | |
| Taxes Paid | $227.0K | $-4M | $-827.0K | $5M | $4M | |
| Free Cash Flow | $-130M | $-143M | $-78M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Margin | 20.2% | 21.4% | 21.1% | · | · | |
| Net Margin | 11.2% | 14.8% | 13.7% | · | · | |
| Pretax Margin | 11.7% | 14.2% | 14.2% | · | · | |
| EBITDA Margin | 35.7% | 36.4% | 35.9% | · | · | |
| ROA | 2.2% | 2.9% | 2.6% | · | · | |
| ROE | 6.3% | 7.9% | 7.0% | · | · | |
| ROIC | 5.0% | 5.7% | 5.1% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.5 | 0.8 | · | · | |
| Quick Ratio | 0.3 | 0.2 | 0.4 | · | · | |
| Debt / Equity | 1.2 | 1.1 | 1.0 | · | · | |
| LT Debt / Equity | 1.1 | 0.9 | 1.0 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | · | · | |
| Receivables Turnover | 8.1 | 7.6 | 6.2 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Book Value / Share | $46.98 | $46.60 | $45.48 | · | · | |
| Revenue / Share | $26.17 | $24.67 | $23.56 | · | · | |
| Cash Flow / Share | $6.41 | $6.63 | $8.11 | · | · | |
| Cash / Share | $0.14 | $0.07 | $0.15 | · | · | |
| Dividend / Share | $2.64 | $2.60 | $2.56 | $2.52 | $2.48 | |
| EPS (TTM) | $2.94 | $3.65 | $3.22 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 6.4% | 6.5% | -3.8% | 7.7% | · | |
| Revenue CAGR 3Y | 2.9% | 3.3% | · | · | · | |
| EPS YoY | -19.4% | 13.4% | -0.92% | -9.7% | · | |
| EPS CAGR 3Y | -3.3% | 0.46% | · | · | · | |
| Net Income YoY | -19.2% | 15.4% | 6.1% | -2.1% | · | |
| Net Income CAGR 3Y | -0.35% | 6.2% | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $1.61B | $1.51B | $1.42B | · | · | |
| Net Income TTM | $181M | $224M | $194M | · | · | |
| Market Cap | $3.96B | $3.28B | $3.12B | · | · | |
| Enterprise Value | $7.39B | $6.37B | $5.99B | · | · | |
| P/E | 22.0 | 14.6 | 15.8 | · | · | |
| P/S | 2.5 | 2.2 | 2.2 | · | · | |
| P/B | 1.4 | 1.1 | 1.1 | · | · | |
| P / Tangible Book | 1.6 | 1.3 | 1.3 | · | · | |
| P / Cash Flow | 10.0 | 8.1 | 6.4 | · | · | |
| P / FCF | -30.5 | -23.0 | -40.1 | · | · | |
| EV / EBITDA | 12.8 | 11.6 | 11.7 | · | · | |
| EV / FCF | -56.9 | -44.7 | -77.2 | · | · | |
| EV / Revenue | 4.6 | 4.2 | 4.2 | · | · | |
| Dividend Yield | 4.1% | 4.8% | 4.9% | · | · | |
| Earnings Yield | 4.6% | 6.8% | 6.3% | · | · | |
| Payout Ratio | 89.1% | 70.8% | 79.3% | · | · | |
| Annual Payout | $161M | $159M | $154M | · | · |
Estado de resultados
| 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 | $393M | $498M | $414M | $387M | $343M | $467M | $373M | $345M | $320M | $475M | $356M | $321M | $291M | $455M | $425M | $335M | |
| SG&A Expense | $42M | $46M | $36M | $47M | $34M | $41M | $31M | $35M | $31M | $40M | $23M | $29M | $30M | $35M | $27M | $28M | |
| Operating Expenses | $328M | $383M | $354M | $307M | $282M | $342M | $282M | $277M | $258M | $373M | $253M | $265M | $245M | $358M | $342M | $287M | |
| Operating Income | $64M | $114M | $60M | $80M | $61M | $125M | $92M | $68M | $62M | $102M | $103M | $56M | $46M | $96M | $83M | $48M | |
| Other Non-op | $5M | $3M | $3M | $5M | $78.0K | $4M | $3M | $9M | $6M | $4M | $3M | $4M | $4M | $5M | $8M | $4M | |
| Pretax Income | $28M | $77M | $24M | $47M | $25M | $92M | $60M | $44M | $36M | $75M | $77M | $31M | $21M | $73M | $64M | $27M | |
| Income Tax | $3M | $14M | $-21M | $9M | $3M | $15M | $-21M | $-3M | $4M | $10M | $-7M | $2M | $2M | $10M | $-3M | $-249.0K | |
| Net Income | $25M | $63M | $45M | $38M | $21M | $77M | $81M | $47M | $32M | $65M | $83M | $29M | $19M | $63M | $67M | $27M | |
| EPS (Basic) | $0.41 | $1.03 | $0.73 | $0.62 | $0.35 | $1.25 | $1.32 | $0.76 | $0.52 | $1.06 | $1.37 | $0.48 | $0.32 | $1.05 | $1.16 | $0.48 | |
| EPS (Diluted) | $0.40 | $1.03 | $0.72 | $0.62 | $0.35 | $1.25 | $1.31 | $0.76 | $0.52 | $1.06 | $1.37 | $0.48 | $0.32 | $1.05 | $1.16 | $0.47 | |
| Shares (Basic) | 61,509,000 | 61,461,000 | 61,409,000 | 61,395,000 | 61,381,000 | 61,339,000 | 61,315,000 | 61,302,000 | 61,289,000 | 61,266,000 | 61,244,000 | 60,442,000 | 59,804,000 | 59,776,000 | 58,345,000 | 56,311,000 | |
| Shares (Diluted) | 61,774,594 | 61,632,002 | · | 61,553,325 | 61,483,946 | 61,426,101 | · | 61,396,975 | 61,357,348 | 61,309,619 | · | 60,477,697 | 59,849,674 | 59,789,204 | · | 56,637,404 | |
| EBITDA | $131M | $181M | · | $143M | $123M | $187M | · | $125M | $119M | $159M | · | $108M | · | · | · | · |
Balance general
| 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 | $4M | $6M | $9M | $6M | $3M | $56M | $4M | $3M | $6M | $4M | $9M | $5M | · | · | $8M | · | |
| Receivables | $169M | $199M | $210M | $159M | $155M | $187M | $188M | $144M | $150M | $187M | · | $148M | · | · | · | · | |
| Inventory | $146M | $134M | $133M | $135M | $125M | $120M | $123M | $122M | $115M | $104M | · | $119M | · | · | · | · | |
| Other Current Assets | $36M | $49M | $38M | $46M | $29M | $33M | $39M | $40M | $27M | $25M | · | $28M | · | · | · | · | |
| Current Assets | $482M | $513M | $504M | $444M | $403M | $473M | $418M | $368M | $364M | $397M | · | $358M | · | · | · | · | |
| PP&E (Net) | $6.90B | $6.79B | $6.74B | $6.66B | $6.53B | $6.43B | $6.40B | $6.30B | $6.19B | $6.09B | · | $5.93B | · | · | · | · | |
| PP&E (Gross) | · | · | $9.29B | · | · | · | $8.78B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $368M | $368M | $368M | $368M | $358M | $358M | $358M | $358M | $358M | $358M | · | $358M | · | · | · | · | |
| Other Non-current Assets | $173M | $134M | $77M | $69M | $65M | $68M | $59M | $57M | $50M | $49M | · | $50M | · | · | · | · | |
| Total Assets | $8.70B | $8.58B | $8.46B | $8.30B | $8.14B | $8.10B | $8.00B | $7.85B | $7.71B | $7.63B | · | $7.43B | · | · | · | · | |
| Accounts Payable | $115M | $122M | $130M | $94M | $94M | $88M | $112M | $94M | $91M | $97M | · | $119M | · | · | · | · | |
| Accrued Liabilities | $295M | $321M | $272M | $304M | $252M | $280M | $255M | $286M | $244M | $298M | · | $315M | · | · | · | · | |
| Short-term Debt | $100M | $150M | $150M | $150M | $100M | $0 | $100M | $100M | $100M | · | · | · | · | · | · | · | |
| Current Liabilities | $583M | $731M | $697M | $685M | $537M | $398M | $802M | $813M | $700M | $445M | · | $570M | · | · | · | · | |
| Deferred Tax | $761M | $751M | $733M | $721M | $703M | $695M | $663M | $640M | $629M | $620M | · | $551M | · | · | · | · | |
| Other Non-current Liabilities | $322M | $321M | $284M | $287M | $312M | $318M | $316M | $348M | $345M | $332M | · | $346M | · | · | · | · | |
| Total Liabilities | $5.81B | $5.67B | $5.57B | $5.42B | $5.26B | $5.21B | $5.14B | $5.04B | $4.91B | $4.82B | · | $4.69B | · | · | · | · | |
| Long-term Debt | $3.49B | $3.28B | $3.29B | $3.15B | $3.09B | $3.13B | $3.00B | $2.87B | $2.79B | $2.77B | · | $2.64B | · | · | · | · | |
| Total Debt | $3.59B | $3.43B | · | $3.30B | $3.19B | $3.13B | · | $2.97B | $2.89B | $2.77B | · | $2.64B | · | · | · | · | |
| Common Stock | $650.0K | $650.0K | $649.0K | $649.0K | $649.0K | $649.0K | $648.0K | $648.0K | $648.0K | $648.0K | · | $648.0K | · | · | · | · | |
| Paid-in Capital | $2.10B | $2.09B | $2.09B | $2.09B | $2.09B | $2.09B | $2.08B | $2.08B | $2.08B | $2.08B | · | $2.08B | · | · | · | · | |
| Retained Earnings | $903M | $919M | $897M | $892M | $895M | $914M | $877M | $836M | $829M | $837M | · | $767M | · | · | · | · | |
| Treasury Stock | $99M | $99M | $98M | $97M | $98M | $98M | $97M | $98M | $98M | $98M | · | $98M | · | · | · | · | |
| AOCI | $-6M | $-6M | $-6M | $-6M | $-6M | $-7M | $-7M | $-7M | $-7M | $-8M | $-8M | $-8M | · | · | $-8M | · | |
| Stockholders' Equity | $2.90B | $2.91B | $2.89B | $2.88B | $2.88B | $2.90B | $2.86B | $2.82B | $2.81B | $2.81B | $2.79B | $2.74B | · | · | $2.67B | · | |
| Liabilities + Equity | $8.70B | $8.58B | $8.46B | $8.30B | $8.14B | $8.10B | $8.00B | $7.85B | $7.71B | $7.63B | · | $7.43B | · | · | · | · | |
| Shares Outstanding | 61,513,596 | 61,503,442 | 61,418,361 | 61,401,190 | 61,387,122 | 61,373,412 | 61,320,812 | 61,308,009 | 61,299,477 | 61,282,747 | · | 61,241,779 | · | · | · | · |
Flujo de Efectivo
| 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 | $67M | $67M | $62M | $63M | $62M | $62M | $57M | $57M | $57M | $57M | $53M | $52M | $52M | $53M | $49M | $49M | |
| Stock-based Comp | $2M | $2M | $933.0K | $2M | $2M | $2M | $-570.0K | $1M | $2M | $2M | $57.0K | $251.0K | $2M | $3M | $1M | · | |
| Deferred Tax | $266.0K | $14M | $-17M | $7M | $4M | $13M | $-16M | $-6M | $4M | $9M | $20M | $-3M | $415.0K | $-10M | $3M | · | |
| Other Non-cash | · | $13M | · | · | · | $-1M | · | · | · | $29M | · | · | · | · | · | · | |
| Operating Cash Flow | $74M | $159M | $56M | $127M | $58M | $153M | $63M | $120M | $62M | $162M | $62M | $133M | $80M | $214M | $-2M | · | |
| CapEx | $189M | $116M | $150M | $154M | $129M | $92M | $149M | $153M | $139M | $109M | $160M | $144M | $127M | $137M | $129M | · | |
| Investing Cash Flow | $-190M | $-116M | $-152M | $-192M | $-130M | $-97M | $-149M | $-157M | $-139M | $-109M | $-160M | $-145M | $-129M | $-137M | $-130M | · | |
| Debt Issued | $375M | $0 | $102M | $0 | $100M | $400M | $0 | $0 | $0 | $215M | $0 | $0 | $80M | $220M | $0 | · | |
| Net Debt Issued | · | $0 | · | · | · | $400M | · | · | · | $115M | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | · | · | $0 | $63M | · | · | $97M | · | |
| Dividends Paid | $41M | $41M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $39M | $39M | $38M | $38M | $37M | · | |
| Financing Cash Flow | $113M | $-46M | $96M | $69M | $18M | $-6M | $88M | $34M | $88M | $-57M | $101M | $10M | $46M | $-72M | $125M | · | |
| Net Change in Cash | $-3M | $-3M | · | $4M | $-54M | $51M | · | $-3M | $11M | $-5M | · | $-2M | $-3M | $5M | · | · | |
| Taxes Paid | · | · | · | · | · | · | $185.0K | $200.0K | $141.0K | $-5M | $-4M | $0 | $0 | $3M | $-4M | · | |
| Free Cash Flow | · | $43M | · | · | · | $61M | · | · | · | $53M | · | · | · | · | · | · |
Rentabilidad
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.4% | 22.9% | · | 20.8% | 17.7% | 26.7% | · | 19.7% | 19.3% | 21.5% | · | 17.3% | · | · | · | · | |
| Net Margin | 6.4% | 12.8% | · | 9.9% | 6.2% | 16.5% | · | 13.6% | 9.9% | 13.7% | · | 9.1% | · | · | · | · | |
| Pretax Margin | 7.2% | 15.5% | · | 12.2% | 7.2% | 19.8% | · | 12.7% | 11.2% | 15.9% | · | 9.7% | · | · | · | · | |
| EBITDA Margin | 33.4% | 36.4% | · | 37.0% | 35.9% | 40.1% | · | 36.2% | 37.0% | 33.4% | · | 33.6% | · | · | · | · | |
| ROA | 0.30% | 0.76% | · | 0.47% | 0.27% | 0.98% | · | 0.61% | 0.82% | 1.7% | · | 0.79% | · | · | · | · | |
| ROE | 0.87% | 2.2% | · | 1.3% | 0.75% | 2.7% | · | 1.7% | 2.3% | 4.6% | · | 2.1% | · | · | · | · | |
| ROIC | 0.87% | 1.5% | · | 1.1% | 0.86% | 1.7% | · | 1.3% | 0.95% | 1.6% | · | 0.98% | · | · | · | · |
Liquidez y Solvencia
| 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 | 0.8 | 0.7 | · | 0.6 | 0.8 | 1.2 | · | 0.5 | 0.5 | 0.9 | · | 0.6 | · | · | · | · | |
| Quick Ratio | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.6 | · | 0.2 | 0.2 | 0.4 | · | 0.3 | · | · | · | · | |
| Debt / Equity | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.0 | · | · | · | · | |
| LT Debt / Equity | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 0.9 | 0.9 | 1.0 | · | 0.9 | · | · | · | · |
Eficiencia
| 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 | 0.1 | · | 0.0 | 0.0 | 0.1 | · | 0.0 | 0.1 | 0.1 | · | 0.1 | · | · | · | · | |
| Receivables Turnover | 2.4 | 2.6 | · | 2.6 | 2.3 | 2.5 | · | 2.4 | 4.3 | 5.1 | · | 4.3 | · | · | · | · |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $47.07 | $47.30 | · | $46.90 | $46.91 | $47.19 | · | $45.94 | $45.80 | $45.90 | · | $44.75 | · | · | · | · | |
| Revenue / Share | $6.36 | $8.07 | · | $6.29 | $5.57 | $7.60 | · | $5.62 | $5.21 | $7.75 | · | $5.31 | · | · | · | · | |
| Cash Flow / Share | · | $2.59 | · | · | · | $2.50 | · | · | · | $2.64 | · | · | · | · | · | · | |
| Cash / Share | $0.07 | $0.10 | · | $0.10 | $0.05 | $0.91 | · | $0.04 | $0.10 | $0.07 | · | $0.08 | · | · | · | · | |
| Dividend / Share | $0.67 | $0.67 | $0.66 | $0.66 | $0.66 | $0.66 | $0.65 | $0.65 | $0.65 | $0.65 | $0.64 | $0.64 | $0.64 | $0.64 | $0.63 | $0.63 | |
| EPS (TTM) | $2.77 | $2.72 | · | $3.53 | $3.67 | $3.84 | · | $3.71 | $3.43 | $3.23 | · | $3.01 | $3.00 | · | · | · |
Valoración (TTM)
| 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 | $1.69B | $1.64B | · | $1.57B | $1.53B | $1.51B | · | $1.50B | $1.47B | $1.44B | · | $1.49B | $1.51B | · | · | · | |
| Net Income TTM | $171M | $168M | · | $217M | $226M | $236M | · | $227M | $209M | $197M | · | $178M | $176M | · | · | · | |
| Market Cap | $4.41B | $4.06B | · | $3.60B | $3.15B | $3.55B | · | $3.51B | $3.07B | $3.12B | · | $2.94B | · | · | · | · | |
| Enterprise Value | $7.99B | $7.48B | · | $6.89B | $6.34B | $6.63B | · | $6.47B | $5.96B | $5.88B | · | $5.58B | · | · | · | · | |
| P/E | 25.9 | 24.2 | · | 16.6 | 14.0 | 15.1 | · | 15.4 | 14.6 | 15.8 | · | 16.0 | 18.9 | · | · | · | |
| P/S | 2.6 | 2.5 | · | 2.3 | 2.1 | 2.4 | · | 2.3 | 2.1 | 2.2 | · | 2.0 | · | · | · | · | |
| P/B | 1.5 | 1.4 | · | 1.2 | 1.1 | 1.2 | · | 1.2 | 1.1 | 1.1 | · | 1.1 | · | · | · | · | |
| P / Tangible Book | 1.7 | 1.6 | · | 1.4 | 1.2 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.2 | · | · | · | · | |
| P / Cash Flow | · | 25.4 | · | · | · | 23.2 | · | · | · | 19.3 | · | · | · | · | · | · | |
| EV / Revenue | 4.7 | 4.6 | · | 4.4 | 4.1 | 4.4 | · | 4.3 | 4.0 | 4.1 | · | 3.7 | · | · | · | · | |
| Dividend Yield | 3.7% | 4.0% | · | 4.5% | 5.1% | 4.5% | · | 4.5% | 5.1% | 5.0% | · | 5.2% | · | · | · | · | |
| Earnings Yield | 3.9% | 4.1% | · | 6.0% | 7.1% | 6.6% | · | 6.5% | 6.9% | 6.3% | · | 6.3% | 5.3% | · | · | · | |
| Payout Ratio | · | 64.7% | · | · | · | 52.4% | · | · | · | 60.9% | · | · | · | · | · | · | |
| Annual Payout | $163M | $162M | · | $161M | $160M | $159M | · | $158M | $157M | $156M | · | $152M | · | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Ingresos | $1.61B | $1.51B | $1.42B | · | · |
| Margen Operativo % | 20.2% | 21.4% | 21.1% | · | · |
| Beneficio neto | $181M | $224M | $194M | · | · |
| EPS Diluido | $2.94 | $3.65 | $3.22 | · | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.2 | 1.1 | 1.0 | · | · |
| Ratio corriente | 0.7 | 0.5 | 0.8 | · | · |
| Ratio Rápido | 0.3 | 0.2 | 0.4 | · | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-130M | $-143M | $-78M | · | · |
Propietarios institucionales (13F) 395 declarantes · $4.6B total · A fecha de 30 de septiembre 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.
Tenedores
395
Valor en tenencia
$4.6B
Nuevas posiciones
37
Posiciones cerradas
29
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 37 (-21 vs trimestre anterior) | 29 (-1 vs trimestre anterior) | 128 (-5 vs trimestre anterior) | 129 (+14 vs trimestre anterior) | -671K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $649 647 250 | 9 070 752 | 14,20% | Acciones |
| VANGUARD GROUP INC | $430 310 123 | 6 667 340 | 9,41% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $254 157 679 | 3 548 697 | 5,56% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $199 829 540 | 2 790 136 | 4,37% | Acciones |
| STATE STREET CORP | $174 147 325 | 2 431 546 | 3,81% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $128 148 666 | 1 788 900 | 2,80% | Acciones |
| FRANKLIN RESOURCES INC | $113 268 842 | 1 581 525 | 2,48% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $97 336 187 | 1 357 486 | 2,13% | Acciones |
| Balyasny Asset Management L.P. | $92 095 943 | 1 285 897 | 2,01% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $88 684 848 | 1 238 268 | 1,94% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $80 354 572 | 1 121 956 | 1,76% | Acciones |
| AQR Arbitrage LLC | $78 411 868 | 1 094 832 | 1,71% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $76 212 203 | 1 064 119 | 1,67% | Acciones |
| GOLDMAN SACHS GROUP INC | $75 299 970 | 1 051 382 | 1,65% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $74 174 932 | 1 035 633 | 1,62% | Acciones |
| CITIGROUP INC | $73 321 692 | 1 023 760 | 1,60% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $69 989 178 | 1 061 407 | 1,53% | Acciones |
| Hudson Bay Capital Management LP | $64 674 722 | 903 026 | 1,41% | Acciones |
| FMR LLC | $61 673 856 | 861 126 | 1,35% | Acciones |
| NORTHERN TRUST CORP | $59 053 697 | 824 542 | 1,29% | Acciones |
| MORGAN STANLEY | $58 852 192 | 821 726 | 1,29% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $57 762 000 | 806 508 | 1,26% | Acciones |
| River Road Asset Management, LLC | $57 077 058 | 796 943 | 1,25% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56 314 018 | 786 289 | 1,23% | Acciones |
| NORGES BANK | $55 903 779 | 780 561 | 1,22% | Acciones |
| BANK OF AMERICA CORP /DE/ | $54 323 815 | 758 501 | 1,19% | Acciones |
| Bank of New York Mellon Corp | $53 280 966 | 743 940 | 1,16% | Acciones |
| UBS Group AG | $52 975 954 | 739 681 | 1,16% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $44 627 281 | 623 112 | 0,98% | Acciones |
| FIRST TRUST ADVISORS LP | $40 297 259 | 562 654 | 0,88% | Acciones |
| GABELLI FUNDS LLC | $38 617 504 | 539 200 | 0,84% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $36 794 274 | 513 743 | 0,80% | Acciones |
| Nuveen, LLC | $36 302 316 | 506 874 | 0,79% | Acciones |
| Schonfeld Strategic Advisors LLC | $35 735 514 | 498 960 | 0,78% | Acciones |
| ProShare Advisors LLC | $35 131 544 | 490 527 | 0,77% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $33 455 699 | 467 128 | 0,73% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $29 797 718 | 416 053 | 0,65% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $29 411 971 | 410 667 | 0,64% | Acciones |
| Qube Research & Technologies Ltd | $26 308 461 | 367 334 | 0,58% | Acciones |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $25 976 446 | 358 197 | 0,57% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24 098 125 | 336 472 | 0,53% | Acciones |
| Invesco Ltd. | $23 193 707 | 323 844 | 0,51% | Acciones |
| Fort Baker Capital Management LP | $22 781 893 | 318 094 | 0,50% | Acciones |
| CAXTON ASSOCIATES LLP | $22 357 759 | 312 172 | 0,49% | Acciones |
| JPMORGAN CHASE & CO | $22 330 068 | 305 076 | 0,49% | Acciones |
| MetLife Investment Management, LLC | $22 140 965 | 309 145 | 0,48% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $20 526 722 | 286 606 | 0,45% | Acciones |
| Verition Fund Management LLC | $20 101 156 | 280 664 | 0,44% | Acciones |
| Squarepoint Ops LLC | $19 877 773 | 277 545 | 0,43% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $19 147 607 | 267 350 | 0,42% | Acciones |
Informantes de la empresa 21 insiders · 9 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Crystal Dawn Lail | VP and CFO | 27 de febrero de 2026 F | 35 081 | 0 | 0 | $0 |
| John D Hines | VP - Energy Supply & MT Gov | 3 de marzo de 2026 F | 41 972 | 0 | 0 | $0 |
| Bleau Lafave | VP - Bus Dvlpmt & Asset Mgmt | 27 de febrero de 2026 F | 3 496 | 0 | 0 | $0 |
| Shannon Heim | VP and General Counsel | 27 de febrero de 2026 F | 8 795 | 0 | 0 | $0 |
| Jason Merkel | VP - Distribution | 27 de febrero de 2026 F | 5 616 | 0 | 0 | $0 |
| Jeanne Vold | VP - Technology | 27 de febrero de 2026 F | 14 221 | 0 | 0 | $0 |
| Michael R Cashell | VP - Transmission | 27 de febrero de 2026 F | 27 342 | 0 | 0 | $0 |
| Jeffrey B. Berzina | Controller | 27 de febrero de 2026 F | 4 671 | 0 | 0 | $0 |
| Cynthia Fang | VP - Regulatory | 13 de marzo de 2024 A | 1 412 | 0 | 0 | $0 |
| Jeffrey W. Yingling | Consejero | 4 de agosto de 2026 A | 24 349 | 0 | 0 | $0 |
| Sherina M. Edwards | Consejero | 9 de julio de 2026 A | 9 978 | 0 | 0 | $0 |
| Britt E Ide | Consejero | 9 de julio de 2026 A | 15 558 | 0 | 0 | $0 |
| Kent T Larson | Consejero | 9 de julio de 2026 A | 12 041 | 0 | 0 | $0 |
| David L Goodin | Consejero | 9 de julio de 2026 A | 5 624 | 0 | 0 | $0 |
| Linda G Sullivan | Consejero | 9 de julio de 2026 A | 34 586 | 0 | 0 | $0 |
| Mahvash Yazdi | Consejero | 6 de julio de 2026 A | 22 932 | 0 | 0 | $0 |
| Anthony Thomas Clark | Consejero | 12 de diciembre de 2024 S | 16 816 | 0 | 0 | $0 |
| Dana J Dykhouse | Consejero | 2 de abril de 2024 A | 42 749 | 0 | 0 | $0 |
| Jan Robert Horsfall | · | 6 de agosto de 2026 A | 11 670 | 0 | 0 | $0 |
| Bobbi L Schroeppel | · | 27 de febrero de 2026 F | 38 485 | 0 | 0 | $0 |
| Brian B Bird | · | 27 de febrero de 2026 F | 218 047 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 64 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 |
|---|---|---|---|---|
| MNA · New York Life Investments ETF Trust | 3,50% | 128 204 NS | 31 de julio de 2026 | N-PORT |
| DIV · Global X Funds | 1,95% | 221 921 NS | 31 de julio de 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,16% | 116 553 SH | 2 de octubre de 2026 | Diario |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,82% | 60 544 SH | 2 de octubre de 2026 | Diario |
| ZAP · Global X Funds | 0,42% | 28 497 NS | 31 de julio de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,42% | 10 526 NS | 31 de julio de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,32% | 2 867 NS | 31 de julio de 2026 | N-PORT |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0,32% | 64 823 SH | 2 de octubre de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,29% | 54 675 SH | 19 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,28% | 24 443 NS | 31 de julio de 2026 | N-PORT |
| VPU · VANGUARD WORLD FUND | 0,28% | 421 024 SH | 19 de agosto de 2026 | Diario |
| FUTY · FIDELITY COVINGTON TRUST | 0,28% | 92 931 NS | 31 de julio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 363 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,18% | 2 322 NS | 31 de julio de 2026 | N-PORT |
| POWR · iShares, Inc. | 0,17% | 11 298 SH | 11 de septiembre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 16 610 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,14% | 1 613 339 SH | 11 de septiembre de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,14% | 29 579 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,14% | 360 987 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,14% | 30 018 NS | 31 de julio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,13% | 8 027 SH | 2 de octubre de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,13% | 46 977 NS | 31 de julio de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,12% | 99 235 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,12% | 6 810 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,12% | 2 190 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,10% | 26 704 SH | 19 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,09% | 903 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,09% | 895 607 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,08% | 184 295 NS | 31 de julio de 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,08% | 102 000 | 1 de octubre de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,07% | 12 543 SH | 2 de octubre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 704 863 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,05% | 1 410 934 SH | 19 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,04% | 1 549 SH | 2 de octubre de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 3 791 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,04% | 11 534 NS | 31 de julio de 2026 | N-PORT |
| DGRO · iShares Trust | 0,04% | 217 834 SH | 11 de septiembre de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,02% | 244 709 SH | 19 de agosto de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 18 522 SH | 1 de octubre de 2026 | Diario |
| DIVB · iShares Trust | 0,01% | 3 607 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 84 656 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 952 575 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 69 972 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5 243 SH | 19 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 4 311 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 14 056 NS | 31 de julio de 2026 | N-PORT |
| IUSV · iShares Trust | 0,01% | 29 262 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 18 740 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 79 528 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 15 963 SH | 9 de septiembre de 2026 | Diario |
| IUSG · iShares Trust | 0,01% | 24 193 SH | 11 de septiembre de 2026 | Diario |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de julio de 2026 | Diario |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 14 de julio de 2026 | Diario |
| IJH · iShares Trust | · | 2 157 027 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 157 342 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 176 188 SH | 21 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 590 497 SH | 11 de septiembre de 2026 | Diario |
| IFRA · iShares Trust | · | 74 447 SH | 11 de septiembre de 2026 | Diario |
| SVAL · iShares Trust | · | 8 404 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 2 780 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 13 471 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 15 691 SH | 19 de agosto de 2026 | Diario |
NWE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 11 analistas
COMPRA
Objetivo mediano
$73.00
+5,4%
3 27,3%
Compra fuerte
3 27,3%
Compra
5 45,5%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
6 analistas · 2026-10-01Objetivo medio $73.75 +6,5%
← Por Debajo de Todos los Objetivos
Precio Actual $69.27
Mín$70.00
Media$73.75
Máx$78.50
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NWE | $3.96B | 22.0 | 6.4% | 11.2% | 6.3% | · |
| CNP | $25.03B | 24.0 | 8.3% | 11.2% | 9.5% | · |
| CMS | $21.43B | 19.8 | 13.6% | 12.5% | 12.3% | · |
| NI | $19.98B | 21.4 | 23.5% | 14.2% | 10.2% | · |
| BKH | $5.24B | 17.4 | 8.6% | 12.6% | 8.0% | · |
| AVA | $3.17B | 16.2 | 1.3% | 9.8% | 7.3% | · |
| UTL | $868M | 16.3 | 8.3% | 9.4% | 8.9% | · |
| D | $51.50B | 17.0 | 14.2% | 18.2% | 10.7% | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Jul 30, 2026