OCFC OceanFirst Financial Corp. - Common Stock
$19,64
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$17–$21
73% of range
Calificación del Analista
BUY
13 analysts
Precio Objetivo
$22
+12% upside
P/E (TTM)
16.8
ROE
4.2%
Margen de Beneficio Neto
17.5%
OCFC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$19.64
Capitalización Bursátil
$1.13B
P/E (TTM)
16.8
BPA (TTM)
$1.17
Ingresos (TTM)
—
Rendimiento div.
4.3%
ROE
4.2%
Deuda/Capital
—
Rango 52S
$17 – $21
OCFC 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
$1.17
2016-12-31
→
2025-12-31
Flujo de caja libre
$80M
2016-12-31
→
2025-12-31
Márgenes
17.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
OCFC
Mediana de Pares
P/E (TTM)
16.8
15.0
P/S (TTM) (P/V (TTM))
2.8
2.8
P/B (P/C)
0.7
1.1
Price / FCF (Precio / FCF)
14.2
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
OCFC
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
17.5%
29.6%
ROA
0.51%
1.0%
ROE
4.2%
8.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
OCFC
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
OCFC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5.4%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-2.5%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
0.92%
—
EPS YoY (EPS interanual)
-29.1%
—
Net Income YoY (Beneficio Neto interanual)
-29.1%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
OCFC
Mediana de Pares
Payout Ratio (Ratio de Pago)
68.0%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
4.3%
Ratio de Pago
68.0%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 10 de agosto de 2026 | $0,2000 |
| 27 de abril de 2026 | $0,2000 |
| 2 de febrero de 2026 | $0,2000 |
| 3 de noviembre de 2025 | $0,2000 |
| 4 de agosto de 2025 | $0,2000 |
| 5 de mayo de 2025 | $0,2000 |
| 3 de febrero de 2025 | $0,2000 |
| 4 de noviembre de 2024 | $0,2000 |
| 5 de agosto de 2024 | $0,2000 |
| 3 de mayo de 2024 | $0,2000 |
| 2 de febrero de 2024 | $0,2000 |
| 3 de noviembre de 2023 | $0,2000 |
| 4 de agosto de 2023 | $0,2000 |
| 5 de mayo de 2023 | $0,2000 |
| 3 de febrero de 2023 | $0,2000 |
| 4 de noviembre de 2022 | $0,2000 |
| 5 de agosto de 2022 | $0,2000 |
| 6 de mayo de 2022 | $0,1700 |
| 4 de febrero de 2022 | $0,1700 |
| 5 de noviembre de 2021 | $0,1700 |
OCFC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
13 analistas
- Compra fuerte 2 15,4%
- Compra 6 46,2%
- Mantener 5 38,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-16
Mediana
$22.00
← Por Debajo de Todos los Objetivos
$19.64
Mín
$21.00
Máx
$24.00
Objetivo mediano
$22.00
+12,0%
Objetivo medio
$22.08
+12,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.00%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.43 | $0.43 | 0.00% |
| 31 de marzo de 2026 | $0.43 | $0.41 | 0.02% |
| 31 de diciembre de 2025 | $0.41 | $0.39 | 0.02% |
| 30 de septiembre de 2025 | $0.36 | $0.36 | -0.00% |
| 30 de junio de 2025 | $0.31 | $0.34 | -0.03% |
| 31 de marzo de 2025 | $0.35 | $0.36 | -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 |
|---|---|---|---|---|---|---|
| OCFC | $1.03B | 15.3 | 5.4% | 17.5% | 4.2% | — |
| 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% | — |
| NBHC | $1.44B | 13.3 | 2.9% | 232.6% | 8.0% | — |
| GABC | $1.47B | 12.8 | 37.8% | 23.1% | 10.1% | — |
| TFIN | $1.49B | 67.3 | 5.6% | 5.8% | 2.7% | — |
| HOPE | $1.41B | 22.4 | 5.0% | 12.3% | 2.7% | — |
| TCBK | $1.53B | 12.8 | 4.1% | 227.5% | 9.4% | — |
| DCOM | $1.32B | 12.8 | 19.0% | 556.0% | 7.6% | — |
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 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Expenses | $296M | $246M | $249M | $235M | $227M | $246M | $189M | $186M | $127M | $103M | $61M | $58M | |
| Interest Expense | · | · | $238M | $54M | $37M | $67M | $53M | $36M | $20M | $13M | $9M | $8M | |
| Interest Income | $642M | $642M | $608M | $431M | $342M | $380M | $309M | $277M | $189M | $133M | $86M | $80M | |
| Pretax Income | $93M | $131M | $137M | $194M | $142M | $81M | $107M | $86M | $65M | $35M | $31M | $31M | |
| Income Tax | $21M | $30M | $33M | $47M | $32M | $18M | $19M | $14M | $23M | $12M | $11M | $11M | |
| Net Income | $71M | $100M | $104M | $147M | $110M | $63M | $89M | $72M | $42M | $23M | $20M | $20M | |
| EPS (Basic) | $1.17 | $1.65 | $1.70 | $2.43 | $1.79 | $1.02 | $1.77 | $1.54 | $1.32 | $1.00 | $1.22 | $1.19 | |
| EPS (Diluted) | $1.17 | $1.65 | $1.70 | $2.42 | $1.78 | $1.02 | $1.75 | $1.51 | $1.28 | $0.98 | $1.21 | $1.19 | |
| Shares (Basic) | 57,419,000 | 58,296,000 | 58,948,000 | 58,730,000 | 59,406,000 | 59,919,000 | 50,166,000 | 46,773,000 | 32,113,000 | 23,093,000 | 16,600,000 | 16,687,000 | |
| Shares (Diluted) | 57,425,000 | 58,297,000 | 58,957,000 | 58,878,000 | 59,649,000 | 60,072,000 | 50,746,000 | 47,657,000 | 33,125,000 | 23,526,000 | 16,811,000 | 16,797,000 | |
| EBITDA | $10M | $11M | $12M | $12M | $9M | $8M | $8M | $9M | $6M | · | · | · |
Balance general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | · | · | · | · | · | · | $103M | $111M | $102M | $71M | $28M | $25M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $168M | $161M | $126M | $70M | $61M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $56M | $59M | $55M | $41M | $36M | |
| Goodwill | $517M | $523M | $506M | $506M | $500M | $500M | $375M | $338M | $151M | $145M | $2M | · | |
| Intangibles | $9M | $13M | $10M | $13M | $18M | $24M | $16M | $17M | $9M | $11M | $256.0K | · | |
| Total Assets | $14.56B | $13.42B | $13.54B | $13.10B | $11.74B | $11.45B | $8.25B | $7.52B | $5.42B | $5.17B | $2.59B | $2.36B | |
| Total Liabilities | $12.90B | $11.72B | $11.88B | $11.52B | $10.22B | $9.96B | $7.09B | $6.48B | $4.81B | $4.60B | $2.35B | $2.14B | |
| Long-term Debt | $255M | $198M | $196M | $195M | $229M | $235M | · | · | · | · | · | · | |
| Common Stock | $625.0K | $613.0K | $613.0K | $612.0K | $611.0K | $609.0K | $519.0K | $483.0K | $336.0K | $336.0K | $336.0K | $336.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $265M | |
| Retained Earnings | $663M | $642M | $593M | $541M | $442M | $378M | $359M | $305M | $271M | $238M | $229M | $218M | |
| Treasury Stock | $116M | $91M | $69M | $69M | $62M | $26M | $37M | $11M | $16M | $23M | $252M | $255M | |
| AOCI | $-2M | $-16M | $-21M | $-36M | $-3M | $621.0K | $-1M | $-3M | $-5M | $-6M | $-6M | $-7M | |
| Stockholders' Equity | $1.66B | $1.70B | $1.66B | $1.58B | $1.52B | $1.48B | $1.15B | $1.04B | $602M | $572M | $238M | $218M | |
| Liabilities + Equity | $14.56B | $13.42B | $13.54B | $13.10B | $11.74B | $11.45B | $8.25B | $7.52B | $5.42B | $5.17B | $2.59B | $2.36B | |
| Shares Outstanding | 57,390,569 | 58,554,871 | 59,447,684 | 59,144,128 | 59,175,046 | 60,392,043 | 50,405,048 | 47,951,168 | 32,596,893 | 32,136,892 | 17,286,557 | 16,901,653 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $11M | $12M | $12M | $9M | $8M | $8M | $9M | $6M | $5M | $3M | $3M | |
| Stock-based Comp | $5M | $6M | $6M | $7M | $5M | $4M | $4M | $3M | $2M | $2M | $1M | $928.0K | |
| Deferred Tax | $3M | $-337.0K | $3M | $2M | $4M | $-5M | $16M | $-5M | $35M | $6M | $1M | $82.0K | |
| Amort. of Intangibles | $4M | $3M | $4M | $5M | · | · | · | $4M | $2M | $623.0K | $21.0K | · | |
| Restructuring | $12M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-2M | $-24M | $-1M | $84M | $32M | $61M | $-17M | $13M | $-6M | · | · | · | |
| Operating Cash Flow | $87M | $92M | $124M | $250M | $160M | $133M | $100M | $93M | $80M | $33M | $28M | $28M | |
| CapEx | $8M | $8M | $8M | $16M | $42M | $15M | $5M | $11M | $49M | $7M | $4M | $4M | |
| Investing Cash Flow | $-1.18B | $106M | $-488M | $-1.32B | $-1.48B | $-22M | $-172M | $49M | $-455M | $272M | $-95M | $-111M | |
| Stock Repurchased | $25M | $21M | $0 | $7M | $36M | $15M | $26M | $11M | $0 | $2M | $6M | $9M | |
| Net Stock Activity | $-25M | $-21M | $0 | $-7M | $-36M | $-15M | $-26M | $-11M | $0 | $-2M | $-6M | $-9M | |
| Dividends Paid | $48M | $51M | $51M | $48M | $45M | $43M | $34M | $30M | $19M | $13M | $9M | $8M | |
| Financing Cash Flow | $1.10B | $-229M | $349M | $1.01B | $224M | $1.07B | $83M | $-128M | $183M | $-48M | $75M | $86M | |
| Net Change in Cash | $12M | $-30M | $-14M | $-57M | $-1.09B | $1.19B | $11M | $13M | $-192M | $257M | $8M | $2M | |
| Taxes Paid | $21M | $34M | $29M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $80M | $85M | $117M | $234M | $118M | $118M | $95M | $81M | $31M | $26M | $25M | $24M | |
| Levered FCF | · | · | $-65M | $194M | $89M | $66M | $52M | $51M | $19M | $18M | $19M | $19M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 17.5% | 26.0% | 25.8% | 33.6% | 30.8% | 16.4% | 29.7% | 26.1% | 21.6% | 16.4% | 21.8% | 21.9% | |
| Pretax Margin | 22.9% | 34.0% | 33.9% | 44.4% | 39.8% | 20.9% | 36.0% | 31.1% | 33.3% | 25.0% | 33.5% | 33.6% | |
| EBITDA Margin | 2.5% | 2.8% | 3.1% | 2.7% | 2.6% | 2.2% | 2.8% | 3.2% | 3.2% | · | · | · | |
| ROA | 0.51% | 0.74% | 0.78% | 1.2% | 0.95% | 0.64% | 1.1% | 1.1% | 0.80% | 0.59% | 0.82% | 0.86% | |
| ROE | 4.2% | 5.9% | 6.4% | 9.4% | 7.3% | 4.3% | 7.7% | 7.0% | 7.1% | 4.7% | 8.6% | 9.1% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.4% | -4.7% | -7.6% | 22.2% | -7.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.5% | 2.5% | 1.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.92% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -29.1% | -2.9% | -29.8% | 36.0% | 74.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -21.5% | -2.5% | 18.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -29.1% | -3.8% | -29.0% | 33.2% | 73.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -21.5% | -3.1% | 18.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 2.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 2.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $405M | $384M | $403M | $437M | $357M | $387M | $298M | $275M | $196M | $141M | $93M | $91M | |
| Net Income TTM | $71M | $100M | $104M | $147M | $110M | $63M | $89M | $72M | $42M | $23M | $20M | $20M | |
| Market Cap | $1.03B | $1.06B | $1.03B | $1.26B | $1.31B | $1.13B | $1.29B | $1.08B | $856M | $965M | $346M | $290M | |
| P/E | 15.3 | 11.0 | 10.2 | 8.8 | 12.5 | 18.3 | 14.6 | 14.9 | 20.5 | 30.6 | 16.6 | 14.4 | |
| P/S | 2.5 | 2.8 | 2.6 | 2.9 | 3.7 | 2.9 | 4.3 | 3.9 | 4.4 | 6.9 | 3.7 | 3.2 | |
| P/B | 0.6 | 0.6 | 0.6 | 0.8 | 0.9 | 0.8 | 1.1 | 1.0 | 1.4 | 1.7 | 1.5 | 1.3 | |
| P / Tangible Book | 0.9 | 0.9 | 0.9 | 1.2 | 1.3 | 1.2 | · | · | · | · | · | · | |
| P / Cash Flow | 11.8 | 11.5 | 8.3 | 5.0 | 8.2 | 8.5 | 12.8 | 11.7 | 10.7 | 29.4 | 12.2 | 10.5 | |
| P / FCF | 13.0 | 12.5 | 8.9 | 5.4 | 11.1 | 9.5 | 13.5 | 13.3 | 27.2 | 36.9 | 14.1 | 12.3 | |
| Dividend Yield | 4.7% | 4.8% | 5.0% | 3.8% | 3.4% | 3.8% | 2.7% | 2.7% | 2.2% | 1.3% | 2.5% | 2.8% | |
| Earnings Yield | 6.5% | 9.1% | 9.8% | 11.4% | 8.0% | 5.5% | 6.9% | 6.7% | 4.9% | 3.3% | 6.0% | 6.9% | |
| Payout Ratio | 68.0% | 50.8% | 49.3% | 32.4% | 40.4% | 67.8% | 38.7% | 41.1% | 45.4% | 54.7% | 42.8% | 41.4% | |
| Annual Payout | $48M | $51M | $51M | $48M | $45M | $43M | $34M | $30M | $19M | $13M | $9M | $8M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Expenses | $130M | $73M | $84M | $76M | $71M | $64M | $65M | $64M | $59M | $59M | $60M | $64M | $63M | $61M | $60M | $59M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $75M | · | $67M | $58M | $40M | · | $15M | |
| Interest Income | $210M | $168M | $172M | $162M | $155M | $154M | $160M | $162M | $159M | $162M | $160M | $158M | $150M | $139M | $130M | $110M | |
| Pretax Income | $-3M | $27M | $17M | $23M | $25M | $28M | $27M | $33M | $32M | $39M | $36M | $27M | $37M | $37M | $71M | $51M | |
| Income Tax | $496.0K | $7M | $4M | $5M | $6M | $7M | $5M | $7M | $7M | $11M | $9M | $6M | $9M | $9M | $17M | $12M | |
| Net Income | $-3M | $21M | $13M | $17M | $19M | $22M | $22M | $25M | $24M | $29M | $28M | $21M | $28M | $28M | $53M | $39M | |
| EPS (Basic) | $-0.04 | $0.36 | $0.24 | $0.30 | $0.28 | $0.35 | $0.36 | $0.42 | $0.40 | $0.47 | $0.46 | $0.33 | $0.45 | $0.46 | $0.89 | $0.64 | |
| EPS (Diluted) | $-0.04 | $0.36 | $0.24 | $0.30 | $0.28 | $0.35 | $0.36 | $0.42 | $0.40 | $0.47 | $0.46 | $0.33 | $0.45 | $0.46 | $0.89 | $0.64 | |
| Shares (Basic) | 70,239,000 | 57,043,000 | -115,452,000 | 57,031,000 | 57,738,000 | 58,102,000 | -116,914,000 | 58,065,000 | 58,356,000 | 58,789,000 | -118,077,000 | 59,104,000 | 59,147,000 | 58,774,000 | -117,584,000 | 58,681,000 | |
| Shares (Diluted) | 70,239,000 | 57,048,000 | -115,462,000 | 57,036,000 | 57,740,000 | 58,111,000 | -116,919,000 | 58,068,000 | 58,357,000 | 58,791,000 | -118,225,000 | 59,111,000 | 59,153,000 | 58,918,000 | -117,861,000 | 58,801,000 | |
| EBITDA | · | $3M | · | · | · | $3M | · | · | · | $3M | · | · | · | $3M | · | · |
Balance general 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $530M | $517M | $517M | $523M | $523M | $523M | $523M | $506M | $506M | $506M | · | $506M | $506M | $506M | · | $506M | |
| Intangibles | $91M | $8M | $9M | $10M | $11M | $12M | $13M | $7M | $8M | $9M | · | $10M | $11M | $12M | · | $15M | |
| Total Assets | $23.27B | $14.56B | $14.56B | $14.32B | $13.33B | $13.31B | $13.42B | $13.49B | $13.32B | $13.42B | · | $13.50B | $13.54B | $13.56B | · | $12.68B | |
| Total Liabilities | $20.86B | $12.89B | $12.90B | $12.67B | $11.68B | $11.60B | $11.72B | $11.79B | $11.65B | $11.75B | · | $11.86B | $11.91B | $11.94B | · | $11.14B | |
| Long-term Debt | · | · | $255M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | · | $629.0K | $625.0K | $625.0K | $625.0K | $625.0K | $613.0K | $613.0K | $613.0K | $613.0K | · | $613.0K | $613.0K | $613.0K | · | $612.0K | |
| Retained Earnings | $657M | $672M | $663M | $661M | $655M | $651M | $642M | $632M | $620M | $608M | · | $578M | $570M | $555M | · | $500M | |
| Treasury Stock | $117M | $119M | $116M | $115M | $115M | $98M | $91M | $91M | $89M | $84M | · | $69M | $69M | $69M | · | $69M | |
| AOCI | $-3M | $-5M | $-2M | $-9M | $-11M | $-13M | $-16M | $-12M | $-17M | $-19M | · | $-29M | $-30M | $-29M | · | $-38M | |
| Stockholders' Equity | $2.41B | $1.67B | $1.66B | $1.65B | $1.64B | $1.71B | $1.70B | $1.69B | $1.68B | $1.67B | · | $1.64B | $1.63B | $1.61B | · | $1.54B | |
| Liabilities + Equity | $23.27B | $14.56B | $14.56B | $14.32B | $13.33B | $13.31B | $13.42B | $13.49B | $13.32B | $13.42B | · | $13.50B | $13.54B | $13.56B | · | $12.68B | |
| Shares Outstanding | · | 57,600,069 | 57,390,569 | 57,388,603 | 57,383,975 | 58,383,525 | 58,554,871 | 58,397,094 | 58,481,418 | 58,812,498 | · | 59,421,498 | 59,420,859 | 59,486,086 | · | 59,138,507 |
Flujo de Efectivo 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $3M | $953.0K | $1M | $869.0K | $808.0K | $2M | $2M | $1M | $2M | $2M | $944.0K | $2M | $2M | $2M | $2M | $2M | |
| Deferred Tax | $1M | $-2.0K | $3M | $14.0K | $62.0K | $-101.0K | $-1M | $15.0K | $-502.0K | $1M | $3M | $-60.0K | $-17.0K | $-16.0K | $2M | $-19.0K | |
| Amort. of Intangibles | $3M | $848.0K | $888.0K | $900.0K | $906.0K | $940.0K | $876.0K | $803.0K | $810.0K | $844.0K | · | · | · | · | · | · | |
| Restructuring | $-71.0K | $128.0K | $7M | $4M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $1M | · | · | · | $-27M | · | · | · | $12M | · | · | · | $-8M | · | · | |
| Operating Cash Flow | $36M | $25M | $36M | $24M | $29M | $-2M | $45M | $-22M | $24M | $46M | $-27M | $55M | $72M | $24M | $40M | $84M | |
| CapEx | $3M | $2M | $3M | $2M | $1M | $2M | $2M | $1M | $4M | $680.0K | $2M | $1M | $3M | $2M | $2M | $3M | |
| Investing Cash Flow | $419M | $-2M | $-387M | $-888M | $-24M | $124M | $-9M | $-154M | $148M | $121M | $-342M | $9M | $-8M | $-147M | $-412M | $-235M | |
| Stock Repurchased | $4M | $3M | $558.0K | $42.0K | $17M | $7M | $-5.0K | $1M | $5M | $15M | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-3M | · | · | · | $-7M | · | · | · | $-15M | · | · | · | $0 | · | · | |
| Dividends Paid | $12M | $11M | $11M | $11M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | |
| Financing Cash Flow | $-318M | $-22M | $212M | $967M | $2M | $-82M | $-127M | $209M | $-121M | $-190M | $114M | $-112M | $-102M | $451M | $369M | $133M | |
| Net Change in Cash | $137M | $2M | $-139M | $104M | $7M | $40M | $-91M | $33M | $51M | $-23M | $-255M | $-49M | $-38M | $328M | $-3M | $-18M | |
| Free Cash Flow | · | $23M | · | · | · | $-4M | · | · | · | $45M | · | · | · | $22M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-10M | · | · | · | $-8M | · | · |
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 | -2.3% | 19.9% | · | 16.8% | 19.2% | 22.0% | · | 25.9% | 26.1% | 29.1% | · | 20.3% | 27.5% | 27.6% | · | 34.8% | |
| Pretax Margin | -1.9% | 26.2% | · | 21.9% | 25.0% | 28.9% | · | 33.7% | 33.8% | 39.8% | · | 26.5% | 36.5% | 36.2% | · | 46.0% | |
| EBITDA Margin | · | 2.6% | · | · | · | 2.6% | · | · | · | 2.9% | · | · | · | 3.1% | · | · | |
| ROA | -0.02% | 0.15% | · | 0.12% | 0.14% | 0.16% | · | 0.19% | 0.18% | 0.21% | · | 0.16% | 0.21% | 0.22% | · | 0.32% | |
| ROE | -0.15% | 1.2% | · | 1.0% | 1.1% | 1.3% | · | 1.5% | 1.5% | 1.8% | · | 1.3% | 1.8% | 1.8% | · | 2.5% |
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 | $437M | $403M | · | $397M | $387M | $387M | · | $390M | $395M | $402M | · | $415M | $411M | $403M | · | $390M | |
| Net Income TTM | $54M | $78M | · | $83M | $90M | $100M | · | $99M | $102M | $105M | · | $115M | $123M | $121M | · | $117M | |
| Market Cap | · | $1.04B | · | $1.01B | $1.01B | $993M | · | $1.09B | $929M | $965M | · | $860M | $928M | $1.10B | · | $1.10B | |
| P/E | 21.7 | 14.0 | · | 13.0 | 12.1 | 10.4 | · | 11.5 | 9.6 | 9.6 | · | 7.7 | 7.7 | 9.3 | · | 9.7 | |
| P/S | · | 2.6 | · | 2.5 | 2.6 | 2.6 | · | 2.8 | 2.4 | 2.4 | · | 2.1 | 2.3 | 2.7 | · | 2.8 | |
| P/B | · | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.7 | · | 0.7 | |
| P / Tangible Book | · | 0.9 | · | 0.9 | 0.9 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | 0.8 | 0.8 | 1.0 | · | 1.1 | |
| P / Cash Flow | · | 41.2 | · | · | · | -556.0 | · | · | · | 20.9 | · | · | · | 45.1 | · | · | |
| P / FCF | · | 44.7 | · | · | · | -272.7 | · | · | · | 21.2 | · | · | · | 49.5 | · | · | |
| Earnings Yield | 4.6% | 7.1% | · | 7.7% | 8.2% | 9.6% | · | 8.7% | 10.4% | 10.4% | · | 13.0% | 12.9% | 10.8% | · | 10.3% | |
| Payout Ratio | · | 55.9% | · | · | · | 59.0% | · | · | · | 44.8% | · | · | · | 45.8% | · | · |
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 | $71M | $100M | $104M | $147M | $110M |
| EPS Diluido | $1.17 | $1.65 | $1.70 | $2.42 | $1.78 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $80M | $85M | $117M | $234M | $118M |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 248 declarantes · $1.1B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 57 (+18 vs trimestre anterior) | 19 (+5 vs trimestre anterior) | 104 (+46 vs trimestre anterior) | 40 (-19 vs trimestre anterior) | +30.0M |
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 |
|---|---|---|---|---|
| WARBURG PINCUS LLC | $186 992 700 | 9 574 639 | 16,30% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $86 313 929 | 4 419 556 | 7,52% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $80 347 768 | 4 114 069 | 7,00% | Acciones |
| STATE STREET CORP | $75 568 113 | 3 869 335 | 6,59% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $71 727 694 | 3 672 693 | 6,25% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $46 993 262 | 2 406 209 | 4,10% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $36 751 291 | 1 881 361 | 3,20% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $28 782 533 | 1 473 760 | 2,51% | Acciones |
| ENDEAVOUR CAPITAL ADVISORS INC | $26 315 132 | 1 347 421 | 2,29% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $25 303 420 | 1 295 618 | 2,21% | Acciones |
| MIRABELLA FINANCIAL SERVICES LLP | $25 245 279 | 1 292 641 | 2,20% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $23 208 671 | 1 188 360 | 2,02% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21 006 702 | 1 075 612 | 1,83% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $16 862 846 | 863 433 | 1,47% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14 891 215 | 762 479 | 1,30% | Acciones |
| JPMORGAN CHASE & CO | $12 658 449 | 645 315 | 1,10% | Acciones |
| Mesirow Institutional Investment Management, Inc. | $12 629 963 | 697 788 | 1,10% | Acciones |
| STRATEGIC VALUE BANK PARTNERS LLC | $12 251 813 | 627 333 | 1,07% | Acciones |
| ROYCE & ASSOCIATES LP | $12 152 074 | 622 226 | 1,06% | Acciones |
| AMERIPRISE FINANCIAL INC | $12 001 545 | 614 513 | 1,05% | Acciones |
| CITADEL ADVISORS LLC | $11 980 327 | 613 432 | 1,04% | Acciones |
| FMR LLC | $11 533 512 | 590 554 | 1,01% | Acciones |
| Glenmede Investment Management, LP | $11 291 940 | 642 683 | 0,98% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $11 254 319 | 576 258 | 0,98% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10 853 348 | 555 727 | 0,95% | Acciones |
| Glendon Capital Management LP | $10 537 255 | 539 542 | 0,92% | Acciones |
| GOLDMAN SACHS GROUP INC | $10 503 625 | 537 820 | 0,92% | Acciones |
| GABELLI FUNDS LLC | $10 486 634 | 536 950 | 0,91% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10 132 691 | 518 827 | 0,88% | Acciones |
| GLENMEDE TRUST CO NA | $10 104 861 | 517 402 | 0,88% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 556 146 | 489 306 | 0,83% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $9 277 844 | 475 056 | 0,81% | Acciones |
| Bank of New York Mellon Corp | $9 236 225 | 472 925 | 0,81% | Acciones |
| BlackRock, Inc. | $9 145 196 | 468 264 | 0,80% | Acciones |
| D. E. Shaw & Co., Inc. | $8 891 931 | 455 296 | 0,78% | Acciones |
| Dana Investment Advisors, Inc. | $8 314 265 | 425 718 | 0,72% | Acciones |
| TWO SIGMA ADVISERS, LP | $8 138 530 | 453 400 | 0,71% | Acciones |
| Empowered Funds, LLC | $7 185 712 | 367 932 | 0,63% | Acciones |
| VANGUARD GROUP INC | $6 441 034 | 358 832 | 0,56% | Acciones |
| Nuveen, LLC | $6 413 476 | 328 391 | 0,56% | Acciones |
| Nuveen Asset Management, LLC | $5 802 335 | 320 571 | 0,51% | Acciones |
| Foundry Partners, LLC | $5 156 667 | 303 155 | 0,45% | Acciones |
| THIRD AVENUE MANAGEMENT LLC | $4 817 309 | 246 662 | 0,42% | Acciones |
| PRUDENTIAL FINANCIAL INC | $4 175 670 | 213 808 | 0,36% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 096 262 | 209 742 | 0,36% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 930 686 | 201 264 | 0,34% | Acciones |
| HENNESSY ADVISORS INC | $3 808 350 | 195 000 | 0,33% | Acciones |
| BARCLAYS PLC | $3 673 673 | 188 104 | 0,32% | Acciones |
| Addison Capital Co | $3 220 156 | 164 883 | 0,28% | Acciones |
| Swiss National Bank | $3 199 658 | 163 833 | 0,28% | Acciones |
| MORGAN STANLEY | $3 132 281 | 160 383 | 0,27% | Acciones |
| Squarepoint Ops LLC | $2 786 423 | 142 674 | 0,24% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $2 647 624 | 135 567 | 0,23% | Acciones |
| Qube Research & Technologies Ltd | $2 487 575 | 127 372 | 0,22% | Acciones |
| Quantinno Capital Management LP | $2 430 805 | 124 465 | 0,21% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2 317 256 | 128 451 | 0,20% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $2 137 148 | 109 429 | 0,19% | Acciones |
| RHUMBLINE ADVISERS | $2 115 361 | 108 314 | 0,18% | Acciones |
| Vanguard Global Advisers, LLC | $1 929 037 | 98 773 | 0,17% | Acciones |
| IEQ CAPITAL, LLC | $1 853 931 | 94 927 | 0,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 728 412 | 95 810 | 0,15% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 682 943 | 86 172 | 0,15% | Acciones |
| Mariner, LLC | $1 572 216 | 80 503 | 0,14% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 542 147 | 78 963 | 0,13% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 496 447 | 76 623 | 0,13% | Acciones |
| HSBC HOLDINGS PLC | $1 494 266 | 76 688 | 0,13% | Acciones |
| Teton Advisors, LLC | $1 494 045 | 76 500 | 0,13% | Acciones |
| TD Asset Management Inc | $1 434 361 | 73 444 | 0,13% | Acciones |
| BLAIR WILLIAM & CO/IL | $1 322 904 | 67 737 | 0,12% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $1 308 080 | 66 978 | 0,11% | Acciones |
| Graham Capital Management, L.P. | $1 232 284 | 63 097 | 0,11% | Acciones |
| Aquatic Capital Management LLC | $1 215 528 | 62 239 | 0,11% | Acciones |
| Rafferty Asset Management, LLC | $1 187 678 | 60 813 | 0,10% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 166 664 | 59 737 | 0,10% | Acciones |
| MARSHALL WACE, LLP | $1 134 283 | 58 079 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 114 069 | 57 044 | 0,10% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 079 618 | 55 280 | 0,09% | Acciones |
| North Star Investment Management Corp. | $1 039 855 | 53 244 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $983 257 | 50 346 | 0,09% | Acciones |
| MENDON CAPITAL ADVISORS CORP | $977 769 | 50 065 | 0,09% | Acciones |
| Balyasny Asset Management L.P. | $971 325 | 49 735 | 0,08% | Acciones |
| STRS OHIO | $966 735 | 49 500 | 0,08% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $964 166 | 53 446 | 0,08% | Acciones |
| Pinnacle Holdings, LLC | $932 538 | 47 749 | 0,08% | Acciones |
| ExodusPoint Capital Management, LP | $925 488 | 47 388 | 0,08% | Acciones |
| CAXTON ASSOCIATES LLP | $921 132 | 47 165 | 0,08% | Acciones |
| Independent Advisor Alliance | $878 850 | 45 000 | 0,08% | Acciones |
| Atom Investors LP | $811 784 | 41 566 | 0,07% | Acciones |
| JANE STREET GROUP, LLC | $792 918 | 40 600 | 0,07% | Opción de venta |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $761 065 | 38 969 | 0,07% | Acciones |
| FRANKLIN RESOURCES INC | $742 218 | 38 004 | 0,06% | Acciones |
| Brandywine Global Investment Management, LLC | $682 172 | 38 004 | 0,06% | Acciones |
| LPL Financial LLC | $663 317 | 33 964 | 0,06% | Acciones |
| Invesco Ltd. | $651 286 | 33 348 | 0,06% | Acciones |
| Allworth Financial LP | $644 375 | 32 994 | 0,06% | Acciones |
| Keeley-Teton Advisors, LLC | $581 691 | 34 197 | 0,05% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $580 275 | 29 712 | 0,05% | Acciones |
| CORBYN INVESTMENT MANAGEMENT INC/MD | $569 046 | 29 137 | 0,05% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $567 762 | 29 710 | 0,05% | Acciones |
| OXFORD FINANCIAL GROUP, LTD. LLC | $539 692 | 27 634 | 0,05% | Acciones |
Informantes de la empresa 56 insiders · 10 directivos · 30 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Patrick Sean Barrett | Senior EVP & CFO | 15 de mayo de 2025 J | 0 | 0 | 0 | $0 |
| Michael J Fitzpatrick | Executive Vice President & CFO | 7 de febrero de 2022 M | 164 605 | 0 | 0 | $0 |
| Vito Nardelli | President | 15 de febrero de 2012 A | 24 971 | 0 | 0 | $0 |
| Joseph Lebel III | Senior EVP and COO | 15 de mayo de 2025 J | 0 | 0 | 0 | $0 |
| Steven James Tsimbinos | Senior EVP & Corp. Secretary | 15 de mayo de 2025 J | 0 | 0 | 0 | $0 |
| David Berninger | Senior EVP & CRO | 5 de marzo de 2025 F | 75 561 | 0 | 0 | $0 |
| Grace Vallacchi | Executive Vice President & CRO | 8 de marzo de 2023 F | 95 775 | 0 | 0 | $0 |
| John K Kelly | Senior VP/ Corporate Secretary | 17 de marzo de 2010 D | 25 698 | 0 | 0 | $0 |
| Eileen M Bergin | SVP & Chief Risk Officer | 20 de febrero de 2008 A | 1 514 | 0 | 0 | $0 |
| Robert M Pardes | Executive Vice President | 6 de agosto de 2007 M | 5 417 | 0 | 0 | $0 |
| Grace C Torres | Consejero | 27 de febrero de 2026 A | 24 158 | 0 | 0 | $0 |
| Anthony R Coscia | Consejero | 27 de febrero de 2026 A | 60 489 | 0 | 0 | $0 |
| Joseph M. Murphy Jr. | Consejero | 15 de mayo de 2025 J | 0 | 0 | 0 | $0 |
| Dalila Wilson-Scott | Consejero | 28 de febrero de 2025 A | 6 348 | 0 | 0 | $0 |
| Robert C Garrett | Consejero | 28 de febrero de 2025 A | 6 202 | 0 | 0 | $0 |
| John F Barros | Consejero | 28 de febrero de 2025 A | 6 594 | 0 | 0 | $0 |
| Patricia Lynne Turner | Consejero | 28 de febrero de 2025 A | 13 077 | 0 | 0 | $0 |
| Kimberly M Guadagno | Consejero | 28 de febrero de 2025 A | 18 137 | 0 | 0 | $0 |
| Jack M. Farris | Consejero | 28 de febrero de 2025 A | 19 637 | 0 | 0 | $0 |
| Steven Scopellite | Consejero | 28 de febrero de 2025 A | 13 942 | 0 | 0 | $0 |
| Nicos Katsoulis | Consejero | 28 de febrero de 2025 A | 28 327 | 0 | 0 | $0 |
| Michael D Devlin | Consejero | 28 de febrero de 2024 A | 57 577 | 0 | 0 | $0 |
| John E Walsh | Consejero | 28 de febrero de 2024 A | 51 882 | 0 | 0 | $0 |
| John K Lloyd | Consejero | 28 de febrero de 2022 A | 14 766 | 0 | 0 | $0 |
| Angelo Catania | Consejero | 28 de febrero de 2022 A | 38 683 | 0 | 0 | $0 |
| William D Moss | Consejero | 26 de agosto de 2021 G | 88 890 | 0 | 0 | $0 |
| Steven E Brady | Consejero | 28 de febrero de 2020 A | 95 539 | 0 | 0 | $0 |
| Samuel Young | Consejero | 28 de febrero de 2020 A | 19 098 | 0 | 0 | $0 |
| Diane F Rhine | Consejero | 28 de febrero de 2019 A | 36 368 | 0 | 0 | $0 |
| Mark G Solow | Consejero | 28 de febrero de 2019 A | 21 184 | 0 | 0 | $0 |
| Donald E Mclaughlin | Consejero | 12 de febrero de 2018 M | 37 347 | 0 | 0 | $0 |
| Dorothy Mccrosson | Consejero | 24 de enero de 2018 A | 9 810 | 0 | 0 | $0 |
| Joseph J Burke | Consejero | 24 de enero de 2018 A | 22 176 | 0 | 0 | $0 |
| John R Garbarino | Consejero | 23 de mayo de 2017 S | 242 351 | 0 | 0 | $0 |
| John W Chadwick | Consejero | 19 de marzo de 2014 A | 12 741 | 0 | 0 | $0 |
| Carl Feltz JR | Consejero | 18 de febrero de 2011 A | 96 823 | 0 | 0 | $0 |
| James G Kiley | Consejero | 18 de mayo de 2005 A | 1 000 | 0 | 0 | $0 |
| Thomas F Curtin | Consejero | 10 de septiembre de 2004 M | 30 146 | 0 | 0 | $0 |
| Frederick E Schlosser | Consejero | 28 de mayo de 2004 A | 71 392 | 0 | 0 | $0 |
| OCEANFIRST FOUNDATION | Propietario del 10% | 29 de julio de 2010 D | 1 375 410 | 0 | 0 | $0 |
| John R Buran | — | 7 de agosto de 2026 S | 0 | 0 | 2 | $-4 405 604 |
| Caren C Yoh | — | 1 de junio de 2026 A | 52 262 | 0 | 0 | $0 |
| Alfred A Dellibovi | — | 1 de junio de 2026 A | 52 262 | 0 | 0 | $0 |
| Sam Sang Ki Han | — | 1 de junio de 2026 A | 65 323 | 0 | 0 | $0 |
| Steven J Diorio | — | 1 de junio de 2026 A | 52 190 | 0 | 0 | $0 |
| Louis C Grassi | — | 1 de junio de 2026 A | 104 737 | 0 | 0 | $0 |
| Christopher Maher | — | 4 de marzo de 2026 F | 368 621 | 0 | 0 | $0 |
| Brian Schaeffer | — | 5 de marzo de 2025 F | 64 796 | 0 | 0 | $0 |
| Michele B Estep | — | 5 de marzo de 2025 F | 164 777 | 0 | 0 | $0 |
| Angela K Ho | — | 5 de marzo de 2024 S | 22 006 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 4 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 |
|---|---|---|---|---|---|
| WPGG 14 Orion Investments, L.P. ("WPGG14 Investor"), WPFS II Orion Investments, L.P. ("WPFSII Investor"), Warburg Pincus (Callisto) Global Growth 14 (Cayman), L.P. ("WP Callisto 14"), Warburg Pincus (Europa) Global Growth 14 (Cayman), L.P. ("WP Europa 14"), Warburg Pincus Global Growth 14-B (Cayman), L.P. ("WP Global Growth 14-B"), Warburg Pincus Global Growth 14-E (Cayman), L.P. ("WP Global Growth 14-E"), Warburg Pincus Global Growth 14 Partners (Cayman), L.P. ("Warburg Pincus Global Growth 14 Partners"), WP Global Growth 14 Partners (Cayman), L.P. ("WP Global Growth 14 Partners"), Warburg Pincus Financial Sector II (Cayman), L.P. ("WP Financial Sector II LP"), Warburg Pincus Financial Sector II-E (Cayman), L.P. ("WP Financial Sector II-E"), Warburg Pincus Financial Sector II Partners (Cayman), L.P. ("WP Financial Sector II Partners"), WPGG 14 Orion Investments GP, LLC, WPFS II Orion Investments GP, LLC, Warburg Pincus (Cayman) Global Growth 14 GP, L.P. ("WPGG Cayman 14 GP"), Warburg Pincus (Cayman) Global Growth 14 GP LLC ("WPGG Cayman 14 GP LLC"), Warburg Pincus (Cayman) Financial Sector II GP, L.P. ("WPFS Cayman II GP"), Warburg Pincus (Cayman) Financial Sector II GP LLC ("WPFS Cayman II GP LLC"), Warburg Pincus Partners II (Cayman), L.P. ("WPP II Cayman"), Warburg Pincus (Bermuda) Private Equity GP Ltd. ("WP Bermuda GP"), Warburg Pincus LLC ("WP LLC") | 8 de junio de 2026 | 9,90% | Presentación inicial | Campaña de la junta directiva | SEC |
| (entity only) John R. Garbarino ×4 presentaciones | 14 de febrero de 2017 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 12 de mayo de 2006 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 8 de abril de 2003 | — | Presentación inicial | Inversión pasiva | 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 53 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0,77% | 82 805 SH | 8 de agosto de 2026 | Diario |
| DPST · Direxion Shares ETF Trust | 0,27% | 70 494 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,20% | 16 780 NS | 30 de abril de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,14% | 58 881 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,11% | 661 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 27 222 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,09% | 636 459 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,08% | 58 716 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 118 165 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,08% | 311 568 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 109 678 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,07% | 988 902 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 21 281 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,05% | 18 956 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,05% | 2 102 029 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,05% | 487 101 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,05% | 345 550 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 221 134 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 6 660 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 21 076 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 24 332 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 200 990 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,03% | 2 646 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 3 654 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 273 143 NS | 31 de mayo de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,02% | 3 947 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,02% | 153 448 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 988 416 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 17 743 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,02% | 132 925 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,02% | 2 069 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 5 207 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 2 997 NS | 30 de abril de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 14 378 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 12 820 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 2 092 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2 455 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 139 840 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 53 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 6 419 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 27 232 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 173 018 SH | 8 de agosto de 2026 | Diario |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 2 203 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 2 956 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 18 592 NS | 31 de mayo de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 22 780 SH | 8 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 13 029 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 22 010 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 35 000 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 600 910 SH | 8 de agosto de 2026 | Diario |