OHI Omega Healthcare Investors, Inc. Common Stock
$46,73
Precio · Ago 21, 2026
Fundamentales a fecha de Jul 30, 2026
Rango 52S
$39–$52
57% of range
Calificación del Analista
HOLD
24 analysts
Precio Objetivo
$52
+11% upside
P/E (TTM)
24.1
ROE
12.2%
Margen de Beneficio Neto
49.6%
OHI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$46.73
Capitalización Bursátil
$13.81B
P/E (TTM)
24.1
BPA (TTM)
$1.94
Ingresos (TTM)
$1.19B
Rendimiento div.
5.7%
ROE
12.2%
Deuda/Capital
—
Rango 52S
$39 – $52
OHI 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
$1.19B
2016-12-31
→
2025-12-31
BPA
$1.94
2016-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
49.6%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
OHI
Mediana de Pares
P/E (TTM)
24.1
50.5
P/S (TTM) (P/V (TTM))
11.6
6.9
P/B (P/C)
2.7
2.2
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
OHI
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
49.6%
9.9%
ROA
5.9%
2.2%
ROE
12.2%
3.5%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
OHI
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
OHI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
13.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
10.7%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
5.9%
—
EPS YoY (EPS interanual)
25.2%
—
Net Income YoY (Beneficio Neto interanual)
45.2%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
OHI
Mediana de Pares
Payout Ratio (Ratio de Pago)
132.2%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
5.7%
Ratio de Pago
132.2%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 3 de agosto de 2026 | $0,6800 |
| 4 de mayo de 2026 | $0,6700 |
| 9 de febrero de 2026 | $0,6700 |
| 3 de noviembre de 2025 | $0,6700 |
| 4 de agosto de 2025 | $0,6700 |
| 5 de mayo de 2025 | $0,6700 |
| 10 de febrero de 2025 | $0,6700 |
| 4 de noviembre de 2024 | $0,6700 |
| 5 de agosto de 2024 | $0,6700 |
| 29 de abril de 2024 | $0,6700 |
| 2 de febrero de 2024 | $0,6700 |
| 30 de octubre de 2023 | $0,6700 |
| 28 de julio de 2023 | $0,6700 |
| 28 de abril de 2023 | $0,6700 |
| 3 de febrero de 2023 | $0,6700 |
| 31 de octubre de 2022 | $0,6700 |
| 29 de julio de 2022 | $0,6700 |
| 29 de abril de 2022 | $0,6700 |
| 4 de febrero de 2022 | $0,6700 |
| 4 de noviembre de 2021 | $0,6700 |
OHI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
24 analistas
- Compra fuerte 2 8,3%
- Compra 9 37,5%
- Mantener 11 45,8%
- Venta 2 8,3%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
18 analistas · 2026-08-18
Mediana
$51.50
Ahora
$46.73
Mín
$45.00
Máx
$61.00
Objetivo mediano
$51.50
+10,2%
Objetivo medio
$51.94
+11,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.15%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.19 | $0.48 | 0.71% |
| 31 de marzo de 2026 | $0.50 | $0.48 | 0.02% |
| 31 de diciembre de 2025 | $0.55 | $0.49 | 0.06% |
| 30 de septiembre de 2025 | $0.59 | $0.45 | 0.14% |
| 30 de junio de 2025 | $0.46 | $0.43 | 0.03% |
| 31 de marzo de 2025 | $0.40 | $0.45 | -0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| OHI | $13.10B | 22.9 | 13.2% | 49.6% | 12.2% | — |
| WELL | $129.28B | 133.5 | 35.6% | 8.9% | 2.6% | — |
| VTR | — | 143.3 | 18.5% | 4.5% | 2.2% | — |
| DOC | $11.18B | 160.8 | 4.5% | 2.5% | 0.90% | — |
| AHR | $8.75B | 112.0 | 9.2% | 3.1% | 2.5% | — |
| JAN | — | — | — | — | — | — |
| CTRE | $8.05B | 23.0 | 60.8% | 67.3% | 9.2% | — |
| ARE | $8.35B | -5.8 | -2.9% | -47.2% | -8.6% | — |
| HR | $5.96B | -23.9 | -6.9% | -20.8% | -5.0% | — |
| SBRA | $4.77B | 29.6 | 10.2% | 20.1% | 5.6% | — |
| NHI | $3.69B | 25.3 | 12.1% | 37.9% | 9.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.19B | $1.05B | $950M | $878M | $1.06B | $892M | $929M | $882M | $908M | $901M | |
| SG&A Expense | $104M | $88M | $82M | $69M | $65M | $60M | $58M | $64M | $48M | $46M | |
| Operating Expenses | $688M | $649M | $794M | $800M | $777M | $735M | $641M | $610M | $647M | $391M | |
| Operating Income | · | · | · | · | · | · | $552M | $498M | $315M | $560M | |
| Interest Expense | · | · | · | · | · | · | · | $192M | $189M | $164M | |
| Interest Income | $175M | $157M | $120M | $124M | $136M | $134M | · | · | · | · | |
| Other Non-op | $122M | $18M | $99M | $358M | $130M | $5M | $57M | $25M | $-209M | $-176M | |
| Pretax Income | $624M | $429M | $255M | $436M | $416M | $162M | $344M | $297M | $106M | $384M | |
| Income Tax | $15M | $11M | $6M | $5M | $4M | $5M | $3M | $3M | $3M | $1M | |
| Net Income | $590M | $406M | $242M | $439M | $428M | $164M | $352M | $294M | $105M | $383M | |
| EPS (Basic) | $1.96 | $1.57 | $1.01 | $1.81 | $1.76 | $0.70 | $1.60 | $1.41 | $0.51 | $1.91 | |
| EPS (Diluted) | $1.94 | $1.55 | $1.00 | $1.80 | $1.75 | $0.70 | $1.58 | $1.40 | $0.51 | $1.90 | |
| Shares (Basic) | 291,648,000 | 258,118,000 | 240,493,000 | 236,256,000 | 236,933,000 | 227,741,000 | 213,404,000 | 200,279,000 | 197,738,000 | 191,781,000 | |
| Shares (Diluted) | 304,952,000 | 270,450,000 | 250,451,000 | 244,290,000 | 244,338,000 | 235,104,000 | 222,125,000 | 209,711,000 | 206,790,000 | 201,635,000 | |
| EBITDA | $325M | $305M | $320M | $332M | $342M | $330M | $853M | $779M | · | · |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $27M | $518M | $443M | $297M | $21M | $164M | $24M | $10M | $86M | $94M | |
| Goodwill | $645M | $644M | $644M | $643M | $651M | $652M | $644M | $644M | $645M | $643M | |
| Intangibles | $27M | $28M | $682.0K | $1M | $2M | $2M | $28M | · | · | · | |
| Total Assets | $10.05B | $9.90B | $9.12B | $9.41B | $9.64B | $9.50B | $9.80B | $8.59B | $8.77B | · | |
| Deferred Tax | · | · | · | · | $8M | $11M | $11M | $14M | $18M | · | |
| Total Liabilities | $4.61B | $5.17B | $5.36B | $5.60B | $5.53B | $5.46B | $5.46B | $4.83B | $4.89B | · | |
| Long-term Debt | $4.26B | $4.84B | $5.07B | $5.29B | $5.25B | $5.17B | $5.14B | $4.54B | $4.57B | · | |
| Common Stock | $30M | $28M | $25M | $23M | $24M | $23M | $23M | $20M | $20M | · | |
| Paid-in Capital | $8.69B | $7.92B | $6.67B | $6.31B | $6.43B | $6.15B | $5.99B | · | · | · | |
| Retained Earnings | $4.68B | $4.09B | $3.68B | $3.44B | $3.01B | $2.59B | $2.46B | $2.13B | $1.84B | · | |
| AOCI | $79M | $23M | $29M | $20M | $-2M | $-13M | $-40M | $-42M | $-30M | · | |
| Stockholders' Equity | $5.18B | $4.54B | $3.57B | $3.61B | $3.91B | $3.84B | $4.14B | $3.44B | $3.56B | · | |
| Liabilities + Equity | $10.05B | $9.90B | $9.12B | $9.41B | $9.64B | $9.50B | $9.80B | $8.59B | $8.77B | · | |
| Shares Outstanding | 295,539,000 | 279,129,000 | 245,282,000 | 234,252,000 | 239,061,000 | 231,199,000 | 226,631,000 | 202,346,000 | 198,309,000 | 196,142,000 |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $325M | $305M | $320M | $332M | $342M | $330M | $302M | $281M | $288M | $267M | |
| Stock-based Comp | $44M | $37M | $35M | $27M | $21M | $19M | $15M | $16M | $15M | $14M | |
| Other Non-cash | $-81M | $-10M | $14M | $-173M | $-70M | $196M | $-115M | $-92M | · | · | |
| Operating Cash Flow | $879M | $749M | $618M | $626M | $722M | $708M | $554M | $499M | $578M | $625M | |
| Investing Cash Flow | $-540M | $-671M | $-770.0K | $443M | $-524M | $-89M | $-379M | $-173M | $-285M | $-1.11B | |
| Stock Issued | · | · | · | · | · | · | · | $76M | $22M | $20M | |
| Stock Repurchased | · | · | · | $142M | · | · | · | · | · | · | |
| Net Stock Activity | · | · | · | $-142M | · | · | · | $76M | · | · | |
| Dividends Paid | $780M | $685M | $644M | $633M | $638M | $612M | $564M | $529M | $503M | $453M | |
| Financing Cash Flow | $-838M | $26M | $-473M | $-789M | $-341M | $-486M | $-154M | $-411M | $-304M | $576M | |
| Net Change in Cash | $-494M | $104M | $144M | $276M | $-143M | $134M | $22M | $-85M | $-10M | $87M | |
| Taxes Paid | $4M | $8M | $4M | $6M | $6M | $7M | $5M | $5M | $4M | $5M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | · | · | 59.4% | 56.4% | · | · | |
| Net Margin | 49.6% | 39.7% | 26.2% | 50.0% | 40.3% | 18.3% | 37.9% | 33.3% | · | · | |
| Pretax Margin | 52.4% | 40.0% | 26.9% | 49.7% | 39.1% | 18.2% | 37.0% | 33.6% | · | · | |
| EBITDA Margin | 27.3% | 29.0% | 33.7% | 37.9% | 32.2% | 37.0% | 91.9% | 88.3% | · | · | |
| ROA | 5.9% | 4.4% | 2.7% | 4.6% | 4.5% | 1.7% | 3.8% | 3.4% | · | · | |
| ROE | 12.2% | 10.3% | 6.9% | 11.7% | 11.1% | 4.1% | 9.3% | 8.4% | · | · | |
| ROIC | · | · | · | · | · | · | 13.2% | 14.3% | · | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | 2.6 | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.2% | 10.7% | 8.1% | -17.4% | 19.1% | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.7% | -0.36% | 2.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.9% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 25.2% | 55.0% | -44.4% | 2.9% | 150.0% | · | · | · | · | · | |
| EPS CAGR 3Y | 2.5% | -4.0% | 12.6% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 22.6% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 45.2% | 67.8% | -44.8% | 2.5% | 161.9% | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.4% | -1.7% | 14.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 29.3% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 5.0% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.19B | $1.05B | $950M | $878M | $1.06B | $892M | $929M | $882M | $908M | $901M | |
| Net Income TTM | $590M | $406M | $242M | $439M | $428M | $164M | $352M | $294M | $105M | $383M | |
| Market Cap | $13.10B | $10.57B | $7.52B | $6.55B | $7.07B | $8.40B | $9.60B | $7.11B | · | · | |
| P/E | 22.9 | 24.4 | 30.7 | 15.5 | 16.9 | 51.9 | 26.8 | 25.1 | 54.0 | 16.5 | |
| P/S | 11.0 | 10.0 | 7.9 | 7.5 | 6.7 | 9.4 | 10.3 | 8.1 | · | · | |
| P/B | 2.5 | 2.3 | 2.1 | 1.8 | 1.8 | 2.2 | 2.3 | 2.1 | · | · | |
| P / Tangible Book | 2.9 | 2.7 | 2.6 | 2.2 | 2.2 | 2.6 | · | · | · | · | |
| P / Cash Flow | 14.9 | 14.1 | 12.2 | 10.5 | 9.8 | 11.9 | 17.3 | 14.2 | · | · | |
| Dividend Yield | 6.0% | 6.5% | 8.6% | 9.7% | 9.0% | 7.3% | 5.9% | 7.4% | · | · | |
| Earnings Yield | 4.4% | 4.1% | 3.3% | 6.4% | 5.9% | 1.9% | 3.7% | 4.0% | 1.8% | 6.1% | |
| Payout Ratio | 132.2% | 164.1% | 258.8% | 144.2% | 148.9% | 374.4% | 160.3% | 179.9% | · | · | |
| Annual Payout | $780M | $685M | $644M | $633M | $638M | $612M | $564M | $529M | $503M | $453M |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $328M | $323M | $319M | $312M | $283M | $277M | $279M | $276M | $253M | $243M | $239M | $242M | $250M | $218M | $145M | $239M | |
| SG&A Expense | $42M | $26M | $24M | $24M | $23M | $32M | $23M | $22M | $22M | $22M | $19M | $20M | $22M | $21M | $16M | $18M | |
| Operating Expenses | $188M | $167M | $175M | $165M | $172M | $175M | $162M | $163M | $150M | $174M | $198M | $194M | $201M | $200M | $280M | $178M | |
| Operating Income | $331M | · | · | · | $281M | · | · | · | · | · | · | · | · | · | · | · | |
| Interest Income | $47M | $45M | $44M | $45M | $43M | $43M | $43M | $40M | $38M | $36M | $32M | $31M | $29M | $28M | $30M | $31M | |
| Other Non-op | $239M | $4M | $28M | $45M | $37M | $13M | $1M | $-1M | $16M | $3M | $20M | $49M | $13M | $16M | $183M | $40M | |
| Pretax Income | $380M | $160M | $171M | $191M | $147M | $115M | $127M | $111M | $119M | $72M | $61M | $97M | $62M | $35M | $48M | $102M | |
| Income Tax | $5M | $5M | $2M | $4M | $5M | $4M | $3M | $3M | $2M | $3M | $4M | $2M | $2M | $-1M | $1M | $1M | |
| Net Income | $363M | $151M | $165M | $180M | $137M | $109M | $113M | $112M | $114M | $67M | $50M | $94M | $62M | $37M | $47M | $105M | |
| EPS (Basic) | $1.21 | $0.47 | $0.56 | $0.60 | $0.46 | $0.34 | $0.41 | $0.43 | $0.46 | $0.27 | $0.24 | $0.37 | $0.25 | $0.15 | $0.20 | $0.44 | |
| EPS (Diluted) | $1.19 | $0.47 | $0.56 | $0.59 | $0.46 | $0.33 | $0.41 | $0.42 | $0.45 | $0.27 | $0.23 | $0.37 | $0.25 | $0.15 | $0.20 | $0.43 | |
| Shares (Basic) | 298,848,000 | 297,047,000 | -578,382,000 | 295,827,000 | 291,188,000 | 283,015,000 | -500,039,000 | 262,720,000 | 249,366,000 | 246,071,000 | -475,727,000 | 245,033,000 | 236,233,000 | 234,954,000 | -473,906,000 | 234,788,000 | |
| Shares (Diluted) | 316,250,000 | 315,128,000 | -601,395,000 | 308,173,000 | 303,246,000 | 294,928,000 | -523,905,000 | 275,557,000 | 261,534,000 | 257,264,000 | -494,792,000 | 255,955,000 | 246,100,000 | 243,188,000 | -489,876,000 | 243,284,000 | |
| EBITDA | $413M | $84M | · | $82M | $81M | $80M | · | $77M | $74M | $75M | · | $81M | $82M | $81M | · | $83M |
Balance general 13
| 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 | $39M | $26M | $27M | $737M | $734M | $368M | $518M | $342M | $35M | $362M | $443M | $555M | $351M | $245M | $297M | $135M | |
| Goodwill | $644M | $644M | $645M | $645M | $645M | $644M | $644M | $645M | $644M | $644M | · | $643M | $644M | $644M | · | $649M | |
| Intangibles | $25M | $26M | $27M | $28M | $29M | $28M | $28M | $31M | $653.0K | $667.0K | · | $696.0K | $711.0K | $1M | · | $1M | |
| Total Assets | $10.01B | $10.23B | $10.05B | $10.60B | $10.55B | $9.71B | $9.90B | $9.57B | $8.85B | $9.01B | · | $9.43B | $9.40B | $9.29B | · | $9.48B | |
| Total Liabilities | $4.37B | $4.78B | $4.61B | $5.35B | $5.36B | $4.77B | $5.17B | $5.17B | $4.95B | $5.31B | · | $5.57B | $5.59B | $5.60B | · | $5.58B | |
| Long-term Debt | · | · | $4.26B | $4.99B | $5.00B | $4.45B | $4.84B | $4.86B | $4.66B | $5.03B | · | $5.29B | $5.29B | $5.29B | · | $5.28B | |
| Common Stock | $30M | $30M | $30M | $30M | $29M | $29M | $28M | $27M | $25M | $25M | · | $24M | $24M | $23M | · | $23M | |
| Paid-in Capital | $8.81B | $8.78B | $8.69B | $8.52B | $8.43B | $8.18B | $7.92B | $7.48B | $6.95B | $6.71B | · | $6.66B | $6.53B | $6.32B | · | $6.31B | |
| Retained Earnings | $5.19B | $4.83B | $4.68B | $4.51B | $4.33B | $4.20B | $4.09B | $3.97B | $3.86B | $3.75B | · | $3.63B | $3.53B | $3.47B | · | $3.39B | |
| AOCI | $58M | $54M | $79M | $77M | $97M | $43M | $23M | $63M | $34M | $32M | · | $28M | $41M | $22M | · | $6M | |
| Stockholders' Equity | $5.39B | $5.19B | $5.18B | $5.04B | $4.99B | $4.74B | $4.54B | $4.21B | $3.71B | $3.51B | · | $3.67B | $3.62B | $3.50B | · | $3.70B | |
| Liabilities + Equity | $10.01B | $10.23B | $10.05B | $10.60B | $10.55B | $9.71B | $9.90B | $9.57B | $8.85B | $9.01B | · | $9.43B | $9.40B | $9.29B | · | $9.48B | |
| Shares Outstanding | 299,111,000 | 297,797,000 | 295,539,000 | 295,526,000 | 293,149,000 | 286,238,000 | 279,129,000 | 268,231,000 | 254,023,000 | 246,377,000 | · | 244,989,000 | 240,991,000 | 234,346,000 | · | 234,176,000 |
Flujo de Efectivo 13
| 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 | $82M | $84M | $83M | $82M | $81M | $80M | $79M | $77M | $74M | $75M | $76M | $81M | $82M | $81M | $84M | $83M | |
| Stock-based Comp | $23M | $11M | $10M | $9M | $9M | $16M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $7M | $7M | |
| Amort. of Intangibles | $500.0K | $500.0K | · | · | $600.0K | $200.0K | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-30M | · | · | · | $-23M | · | · | · | $-2M | · | · | · | $-15M | · | · | |
| Operating Cash Flow | $218M | $216M | $231M | $227M | $239M | $182M | $229M | $185M | $184M | $151M | $165M | $171M | $170M | $111M | $154M | $167M | |
| Investing Cash Flow | $552M | $-270M | $-12M | $-84M | $-464M | $19M | $-282M | $-133M | $-209M | $-47M | $111M | $73M | $-187M | $3M | $170M | $-5M | |
| Debt Issued | · | · | · | · | · | · | · | $179M | · | · | · | $427M | · | · | · | $82M | |
| Net Debt Issued | · | $-536M | · | · | · | $-401M | · | · | · | $-42M | · | · | · | $-2M | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Dividends Paid | $200M | $198M | $198M | $198M | $195M | $189M | $181M | $173M | $166M | $165M | $165M | $164M | $157M | $157M | $157M | $157M | |
| Financing Cash Flow | $-639M | $54M | $-940M | $-139M | $589M | $-348M | $243M | $268M | $-299M | $-186M | $-390M | $-42M | $125M | $-166M | $-162M | $-191M | |
| Net Change in Cash | $131M | $-1M | $-720M | $2M | $369M | $-145M | $188M | $321M | $-324M | $-82M | $-113M | $201M | $108M | $-52M | $162M | $-30M | |
| Taxes Paid | $6M | $7M | $-208.0K | $3M | $1M | $516.0K | $6M | $1M | $184.0K | $1M | $1M | $184.0K | $300.0K | $2M | $1M | $2M |
Rentabilidad 7
| 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 | 100.8% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | 110.5% | 46.8% | · | 57.7% | 48.4% | 39.4% | · | 41.6% | 46.3% | 28.5% | · | 38.8% | 24.6% | 16.9% | · | 43.9% | |
| Pretax Margin | 115.7% | 49.5% | · | 61.4% | 52.1% | 41.4% | · | 40.3% | 47.0% | 29.5% | · | 40.1% | 24.8% | 15.9% | · | 42.7% | |
| EBITDA Margin | 125.8% | 26.1% | · | 26.4% | 28.5% | 28.9% | · | 28.0% | 29.4% | 30.6% | · | 33.4% | 32.8% | 37.2% | · | 34.5% | |
| ROA | 3.5% | 1.5% | · | 1.8% | 1.4% | 1.2% | · | 1.2% | 1.3% | 0.76% | · | 0.99% | 0.65% | 0.38% | · | 1.1% | |
| ROE | 7.0% | 3.0% | · | 3.9% | 3.1% | 2.6% | · | 2.9% | 3.2% | 2.0% | · | 2.5% | 1.7% | 0.99% | · | 2.7% | |
| ROIC | 6.1% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
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) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.25B | $1.19B | · | $1.15B | $1.09B | $1.05B | · | $1.01B | $988M | $954M | · | $950M | $952M | $952M | · | $1.02B | |
| Net Income TTM | $830M | $576M | · | $537M | $471M | $402M | · | $387M | $337M | $260M | · | $297M | $295M | $429M | · | $535M | |
| Market Cap | $14.26B | $13.05B | · | $12.48B | $10.74B | $10.90B | · | $10.92B | $8.70B | $7.80B | · | $8.12B | $7.40B | $6.42B | · | $6.91B | |
| P/E | 17.6 | 23.7 | · | 23.5 | 22.1 | 25.9 | · | 27.0 | 25.6 | 30.5 | · | 27.6 | 25.4 | 15.7 | · | 13.5 | |
| P/S | 11.5 | 10.9 | · | 10.9 | 9.9 | 10.4 | · | 10.8 | 8.8 | 8.2 | · | 8.6 | 7.8 | 6.8 | · | 6.8 | |
| P/B | 2.6 | 2.5 | · | 2.5 | 2.2 | 2.3 | · | 2.6 | 2.3 | 2.2 | · | 2.2 | 2.0 | 1.8 | · | 1.9 | |
| P / Tangible Book | 3.0 | 2.9 | · | 2.9 | 2.5 | 2.7 | · | 3.1 | 2.8 | 2.7 | · | 2.7 | 2.5 | 2.3 | · | 2.3 | |
| P / Cash Flow | · | 60.6 | · | · | · | 59.9 | · | · | · | 51.5 | · | · | · | 57.7 | · | · | |
| Earnings Yield | 5.7% | 4.2% | · | 4.3% | 4.5% | 3.9% | · | 3.7% | 3.9% | 3.3% | · | 3.6% | 3.9% | 6.4% | · | 7.4% | |
| Payout Ratio | · | 131.4% | · | · | · | 173.5% | · | · | · | 237.6% | · | · | · | 427.1% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.19B | $1.05B | $950M | $878M | $1.06B |
| Beneficio neto | $590M | $406M | $242M | $439M | $428M |
| EPS Diluido | $1.94 | $1.55 | $1.00 | $1.80 | $1.75 |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 816 declarantes · $6.6B 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 |
|---|---|---|---|---|
| 84 (-22 vs trimestre anterior) | 63 (+9 vs trimestre anterior) | 287 (-17 vs trimestre anterior) | 240 (+16 vs trimestre anterior) | +11.5M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 298 308 520 | 27 229 625 | 19,72% | Acciones |
| STATE STREET CORP | $692 692 894 | 14 527 955 | 10,52% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $640 658 566 | 13 436 631 | 9,73% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $378 675 886 | 7 940 604 | 5,75% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $229 739 834 | 4 818 369 | 3,49% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $195 782 570 | 4 106 178 | 2,97% | Acciones |
| NORGES BANK | $190 224 414 | 3 989 606 | 2,89% | Acciones |
| Quantinno Capital Management LP | $123 144 751 | 2 582 733 | 1,87% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $89 702 244 | 1 881 339 | 1,36% | Acciones |
| Bank of New York Mellon Corp | $74 763 051 | 1 568 017 | 1,14% | Acciones |
| BANK OF AMERICA CORP /DE/ | $70 012 501 | 1 468 383 | 1,06% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $68 683 898 | 1 440 518 | 1,04% | Acciones |
| ASSETMARK, INC | $67 405 461 | 1 413 705 | 1,02% | Acciones |
| TWO SIGMA ADVISERS, LP | $59 482 110 | 1 341 500 | 0,90% | Acciones |
| Amundi | $53 681 720 | 1 125 875 | 0,82% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $47 684 708 | 991 160 | 0,72% | Acciones |
| D. E. Shaw & Co., Inc. | $47 280 918 | 991 630 | 0,72% | Acciones |
| GOLDMAN SACHS GROUP INC | $46 912 152 | 983 896 | 0,71% | Acciones |
| Advisors Capital Management, LLC | $46 529 756 | 975 875 | 0,71% | Acciones |
| Gotham Asset Management, LLC | $43 731 905 | 917 196 | 0,66% | Acciones |
| CITADEL ADVISORS LLC | $42 444 402 | 890 193 | 0,64% | Acciones |
| RHUMBLINE ADVISERS | $38 428 161 | 805 961 | 0,58% | Acciones |
| Hudson Bay Capital Management LP | $38 113 389 | 799 358 | 0,58% | Acciones |
| LPL Financial LLC | $35 191 846 | 738 084 | 0,53% | Acciones |
| APG Asset Management US Inc. | $34 992 085 | 726 429 | 0,53% | Acciones |
| BlackRock, Inc. | $32 253 470 | 676 457 | 0,49% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $32 085 112 | 672 926 | 0,49% | Acciones |
| Arbejdsmarkedets Tillaegspension | $29 289 824 | 614 300 | 0,44% | Acciones |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $28 769 635 | 603 390 | 0,44% | Acciones |
| California Public Employees Retirement System | $28 437 782 | 596 430 | 0,43% | Acciones |
| Swiss National Bank | $28 279 008 | 593 100 | 0,43% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $27 579 018 | 578 419 | 0,42% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $27 022 879 | 566 755 | 0,41% | Acciones |
| Watchtower Advisors, LP | $25 801 460 | 541 138 | 0,39% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $25 052 693 | 525 434 | 0,38% | Acciones |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $24 651 895 | 517 028 | 0,37% | Acciones |
| HSBC HOLDINGS PLC | $23 329 300 | 489 289 | 0,35% | Acciones |
| Eversept Partners, LP | $23 055 521 | 483 547 | 0,35% | Acciones |
| CITIGROUP INC | $22 569 768 | 473 359 | 0,34% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $21 999 426 | 461 397 | 0,33% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $20 756 820 | 435 336 | 0,32% | Acciones |
| Asset Management One Co., Ltd. | $20 431 951 | 466 270 | 0,31% | Acciones |
| Alyeska Investment Group, L.P. | $19 781 526 | 414 881 | 0,30% | Acciones |
| Caisse de depot et placement du Quebec | $19 777 664 | 414 800 | 0,30% | Acciones |
| Nuveen, LLC | $19 134 413 | 401 309 | 0,29% | Acciones |
| Cetera Investment Advisers | $18 984 248 | 398 159 | 0,29% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $18 630 248 | 425 154 | 0,28% | Acciones |
| MARSHALL WACE, LLP | $18 192 638 | 381 557 | 0,28% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $18 091 208 | 408 011 | 0,27% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $17 671 686 | 370 631 | 0,27% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17 427 040 | 365 500 | 0,26% | Opción de compra |
| Mutual Advisors, LLC | $17 394 190 | 364 811 | 0,26% | Acciones |
| Nuveen Asset Management, LLC | $17 097 350 | 451 713 | 0,26% | Acciones |
| Apollo Management Holdings, L.P. | $17 025 479 | 357 078 | 0,26% | Acciones |
| AMERIPRISE FINANCIAL INC | $16 952 149 | 355 540 | 0,26% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $16 770 821 | 351 737 | 0,25% | Acciones |
| NATIXIS | $15 811 928 | 331 626 | 0,24% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $15 437 830 | 323 780 | 0,23% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $15 154 840 | 345 843 | 0,23% | Acciones |
| Retirement Systems of Alabama | $14 686 012 | 308 012 | 0,22% | Acciones |
| Corient Private Wealth LP | $14 396 608 | 301 940 | 0,22% | Acciones |
| McGowan Group Asset Management, Inc. | $14 299 659 | 299 909 | 0,22% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $14 056 587 | 294 811 | 0,21% | Acciones |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $14 005 953 | 293 749 | 0,21% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $13 815 566 | 289 756 | 0,21% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $13 583 174 | 284 882 | 0,21% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $13 430 455 | 281 679 | 0,20% | Acciones |
| OMERS ADMINISTRATION Corp | $13 263 527 | 278 178 | 0,20% | Acciones |
| Vanguard Investments Australia, Ltd. | $13 007 438 | 272 807 | 0,20% | Acciones |
| Oxbow Advisors, LLC | $12 606 779 | 264 404 | 0,19% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $12 179 570 | 255 444 | 0,18% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12 171 417 | 255 273 | 0,18% | Acciones |
| Goelzer Investment Management, Inc. | $12 119 420 | 254 182 | 0,18% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $11 928 105 | 250 170 | 0,18% | Acciones |
| Knights of Columbus Asset Advisors LLC | $11 877 501 | 249 109 | 0,18% | Acciones |
| Columbus Macro, LLC | $11 800 955 | 247 503 | 0,18% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11 729 166 | 252 106 | 0,18% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $11 672 875 | 244 817 | 0,18% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $11 590 865 | 243 097 | 0,18% | Acciones |
| MACQUARIE GROUP LTD | $11 578 516 | 242 838 | 0,18% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $11 387 653 | 238 835 | 0,17% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11 360 284 | 238 261 | 0,17% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 157 120 | 234 000 | 0,17% | Opción de venta |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $10 632 640 | 223 000 | 0,16% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $10 602 220 | 222 362 | 0,16% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $10 442 874 | 219 020 | 0,16% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $10 358 432 | 217 249 | 0,16% | Acciones |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $10 265 603 | 215 302 | 0,16% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $10 213 056 | 214 200 | 0,16% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $10 057 715 | 210 942 | 0,15% | Acciones |
| Twin Tree Management, LP | $9 755 328 | 204 600 | 0,15% | Opción de compra |
| CORNERSTONE ENTERPRISES, LLC | $9 650 004 | 202 391 | 0,15% | Acciones |
| Erste Asset Management GmbH | $9 451 835 | 196 463 | 0,14% | Acciones |
| Biondo Investment Advisors, LLC | $9 448 607 | 198 167 | 0,14% | Acciones |
| COOKSON PEIRCE & CO INC | $9 032 690 | 189 444 | 0,14% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $8 972 117 | 188 172 | 0,14% | Acciones |
| Edgestream Partners, L.P. | $8 885 263 | 186 352 | 0,13% | Acciones |
| Rockefeller Capital Management L.P. | $8 756 129 | 183 643 | 0,13% | Acciones |
| Legal & General Group Plc | $8 646 149 | 181 337 | 0,13% | Acciones |
| Horizon Investments, LLC | $8 198 790 | 174 294 | 0,12% | Acciones |
Informantes de la empresa 29 insiders · 10 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Taylor C Pickett | CHIEF EXECUTIVE OFFICER | 30 de junio de 2026 M | 20 000 | 1 | 0 | $862 800 |
| Robert O Stephenson | CHIEF FINANCIAL OFFICER | 30 de junio de 2026 M | 31 426 | 0 | 0 | $0 |
| Matthew Paul Gourmand | President | 30 de junio de 2026 M | 1 067 | 0 | 0 | $0 |
| Daniel J Booth | CHIEF OPERATING OFFICER | 31 de diciembre de 2024 M | 100 000 | 0 | 0 | $0 |
| Vikas Gupta | Chief Investment Officer | 30 de junio de 2026 M | 2 273 | 0 | 0 | $0 |
| Neal Ballew | CHIEF ACCOUNTING OFFICER | 30 de junio de 2026 M | 4 665 | 0 | 0 | $0 |
| Gail D Makode | CHIEF LEGAL OFFICER | 30 de junio de 2026 M | 1 142 | 0 | 0 | $0 |
| Steven J Insoft | Chief Corp Development Officer | 31 de diciembre de 2021 M | 180 929 | 0 | 0 | $0 |
| Michael Ritz | Chief Accounting Officer | 30 de junio de 2020 M | 15 641 | 0 | 0 | $0 |
| Lee R Crabill | Senior Vice President | 31 de marzo de 2015 A | 90 296 | 0 | 0 | $0 |
| Kapila K Anand | Consejero | 5 de junio de 2026 A | — | 0 | 0 | $0 |
| Kevin J Jacobs | Consejero | 5 de junio de 2026 A | 46 935 | 0 | 0 | $0 |
| Barbara B Hill | Consejero | 5 de junio de 2026 A | 31 310 | 0 | 0 | $0 |
| Craig R Callen | Consejero | 5 de junio de 2026 A | 37 000 | 0 | 0 | $0 |
| Burke W Whitman | Consejero | 5 de junio de 2026 A | 47 931 | 0 | 0 | $0 |
| Stephen D Plavin | Consejero | 5 de junio de 2026 A | 94 753 | 0 | 0 | $0 |
| Edward Lowenthal | Consejero | 7 de junio de 2021 A | 38 669 | 0 | 0 | $0 |
| Norman Bobins | Consejero | 7 de junio de 2019 A | 67 053 | 0 | 0 | $0 |
| Ben W Perks | Consejero | 26 de marzo de 2019 S | 40 558 | 0 | 0 | $0 |
| Craig M Bernfield | Consejero | 8 de junio de 2018 A | 870 949 | 0 | 0 | $0 |
| KORMAN BERNARD J | Consejero | 22 de diciembre de 2017 P | 996 895 | 0 | 0 | $0 |
| KLOOSTERMAN HAROLD J | Consejero | 16 de mayo de 2017 A | 19 710 | 0 | 0 | $0 |
| Thomas F Franke | Consejero | 23 de mayo de 2016 P | 1 000 | 0 | 0 | $0 |
| Daniel A Decker | Consejero | 8 de marzo de 2004 S | 0 | 0 | 0 | $0 |
| Donald J Mcnamara | Consejero | 8 de marzo de 2004 S | 382 227 | 0 | 0 | $0 |
| Christopher W Mahowald | Consejero | 18 de febrero de 2004 A | 18 353 | 0 | 0 | $0 |
| Thomas W Erickson | Consejero | 18 de febrero de 2004 A | 11 636 | 0 | 0 | $0 |
| EXPLORER HOLDINGS LP | Propietario del 10% | 8 de marzo de 2004 S | 0 | 0 | 0 | $0 |
| Lisa Egbuonu-Davis | — | 7 de agosto de 2026 G | 17 301 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 10 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 |
|---|---|---|---|---|---|
| Omega Healthcare Investors, Inc. | 7 de noviembre de 2014 | — | Presentación inicial | M&A / venta | SEC |
| Explorer Holdings, L.P., Explorer Holdings GenPar, LLC, Hampstead Investment Partners III, L.P., Donald J. McNamara, Daniel A. Decker ×2 presentaciones | 11 de marzo de 2004 | — | Presentación inicial | Campaña de la junta directiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 15 de mayo de 2002 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 18 de abril de 2002 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 28 de marzo de 2002 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 22 de febrero de 2002 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 29 de noviembre de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 30 de octubre de 2001 | — | Presentación inicial | — | SEC |
| 20 de septiembre de 2001 | — | Presentación inicial | — | SEC | |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 19 de abril de 2001 | — | Presentación inicial | — | 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 130 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 |
|---|---|---|---|---|
| BKGI · BNY Mellon ETF Trust | 4,32% | 904 106 NS | 30 de abril de 2026 | N-PORT |
| SRET · Global X Funds | 3,57% | 179 825 NS | 30 de abril de 2026 | N-PORT |
| REZ · iShares Trust | 2,87% | 527 911 SH | 20 de agosto de 2026 | Diario |
| PSR · Invesco Actively Managed Exchange-T… | 2,48% | 31 626 | 20 de agosto de 2026 | Diario |
| PFI · Invesco Exchange-Traded Fund Trust | 2,19% | 27 706 | 20 de agosto de 2026 | Diario |
| DIV · Global X Funds | 1,96% | 312 985 NS | 30 de abril de 2026 | N-PORT |
| GQRE · FlexShares Trust | 1,70% | 138 635 NS | 30 de abril de 2026 | N-PORT |
| IQRA · New York Life Investments Active ET… | 1,56% | 2 289 NS | 30 de abril de 2026 | N-PORT |
| RIET · ETF Series Solutions | 1,47% | 32 851 NS | 31 de mayo de 2026 | N-PORT |
| FXED · Tidal Trust I | 1,40% | 11 922 NS | 31 de mayo de 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,29% | 204 874 | 20 de agosto de 2026 | Diario |
| BLDG · Cambria ETF Trust | 1,28% | 13 926 NS | 30 de abril de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,21% | 1 941 534 | 20 de agosto de 2026 | Diario |
| USRT · iShares Trust | 1,16% | 1 150 601 SH | 20 de agosto de 2026 | Diario |
| DFAR · Dimensional ETF Trust | 1,09% | 390 719 NS | 30 de abril de 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 1,08% | 64 810 NS | 30 de abril de 2026 | N-PORT |
| IYR · iShares Trust | 1,01% | 996 211 SH | 20 de agosto de 2026 | Diario |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 0,99% | 259 457 NS | 31 de mayo de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 0,98% | 2 090 950 NS | 31 de mayo de 2026 | N-PORT |
| AGNG · Global X Funds | 0,97% | 17 057 NS | 31 de mayo de 2026 | N-PORT |
| ROE · EA Series Trust | 0,89% | 49 339 NS | 29 de mayo de 2026 | N-PORT |
| FDVV · FIDELITY COVINGTON TRUST | 0,88% | 1 711 983 NS | 30 de abril de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0,87% | 268 652 NS | 30 de abril de 2026 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 0,81% | 141 108 NS | 31 de mayo de 2026 | N-PORT |
| REET · iShares Trust | 0,75% | 811 988 SH | 20 de agosto de 2026 | Diario |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,75% | 11 249 698 SH | 19 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,72% | 19 261 NS | 30 de abril de 2026 | N-PORT |
| DFGR · Dimensional ETF Trust | 0,71% | 528 909 NS | 30 de abril de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,65% | 22 624 NS | 31 de mayo de 2026 | N-PORT |
| HDUS · Lattice Strategies Trust | 0,65% | 24 733 NS | 30 de abril de 2026 | N-PORT |
| HIDV · AB Active ETFs, Inc. | 0,64% | 26 087 NS | 31 de mayo de 2026 | N-PORT |
| PPTY · ETF Series Solutions | 0,62% | 3 281 NS | 31 de mayo de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,62% | 8 294 NS | 30 de abril de 2026 | N-PORT |
| ERET · iShares Trust | 0,60% | 1 778 SH | 20 de agosto de 2026 | Diario |
| MIDE · DBX ETF Trust | 0,55% | 398 NS | 29 de mayo de 2026 | N-PORT |
| QLV · FlexShares Trust | 0,50% | 18 200 NS | 30 de abril de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,43% | 40 243 | 20 de agosto de 2026 | Diario |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,43% | 17 331 NS | 31 de mayo de 2026 | N-PORT |
| BTAL · AGF Investments Trust | 0,41% | 24 288 NS | 30 de junio de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,41% | 33 907 NS | 30 de abril de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,40% | 158 677 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,39% | 481 190 SH | 19 de agosto de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,38% | 117 617 SH | 19 de agosto de 2026 | Diario |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,37% | 34 035 NS | 30 de abril de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,37% | 34 439 NS | 30 de abril de 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0,36% | 2 344 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,35% | 46 505 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,30% | 4 335 753 SH | 19 de agosto de 2026 | Diario |
| MVV · ProShares Trust | 0,30% | 10 206 NS | 31 de mayo de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,28% | 4 896 NS | 30 de abril de 2026 | N-PORT |