PBH Prestige Consumer Healthcare Inc. Common Stock
Acerca de Prestige Consumer Healthcare Inc. Common Stock Descripción general de la empresa de Wikipedia
Prestige Consumer Healthcare Inc. is an American company that markets and distributes over-the-counter healthcare and household cleaning products. It was formed by the merger of Medtech Products, Inc., Prestige Brands International, and the Spic and Span Company in 1996. The company is headquartered in Tarrytown, New York and operates a manufacturing facility in Lynchburg, Virginia.
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Prestige Consumer Healthcare Inc. (formerly Prestige Brands, Inc.) is an American company that markets and distributes over-the-counter healthcare and household cleaning products. It was formed by the merger of Medtech Products, Inc., Prestige Brands International, and the Spic and Span Company in 1996. The company is headquartered in Tarrytown, New York and operates a manufacturing facility in Lynchburg, Virginia.
Among the brands owned by Prestige are Chloraseptic sore throat products, Clear Eyes, Compound W wart treatment, Dramamine motion sickness treatment, Efferdent denture care, Luden's throat drops, BC Powder and Goody's Headache Powder, Pediacare & Little Remedies children's OTC products and Beano (dietary supplement).
The company's CEO and president is Ron Lombardi, who replaced Matthew Mannelly on June 1, 2015.
History
Prestige Brands Holdings, Inc. was established in 1999 to acquire, revitalize, and line extend leading, often neglected but healthy brands that were considered non-core at major consumer products companies. In 2004, MidOcean Partners sold Prestige Brands to GTCR Golder Rauner.
Acquisitions
The company acquired Blacksmith Brands' portfolio of five brands in 2010.
In December 2011, the company agreed to purchase 17 brands from GlaxoSmithKline including BC Powder, Beano, Ecotrin, Fiber Choice, Goody's Powder, Sominex and Tagamet for $660 million.
In 2013, Prestige Brands Holdings, Inc. acquired Care Pharmaceuticals of Bondi Junction, New South Wales, Australia, a privately held marketer and distributor of over-the-counter (OTC) healthcare brands for children and adults.
In 2014, the company purchased Hydralyte in Australia and New Zealand from the Hydration Pharmaceuticals Trust of Victoria, Australia. Hydralyte is the leading oral rehydration product in Australia and New Zealand.
In April 2014, Prestige Brands Holdings, Inc. announced that it has entered into a definitive agreement to acquire Insight Pharmaceuticals Corporation, a marketer and distributor of feminine care and other over-the-counter healthcare products, for $750 million in cash.
In November 2015, Prestige Brands Holdings, Inc. announced that it has entered into a definitive agreement to acquire DenTek Oral Care Inc. (DenTek), a privately held marketer and distributor of oral care products for $225 million in cash.
In December 2016, Prestige Brands Holdings, Inc. agreed to buy C.B. Fleet Co. from private-equity firm Gryphon Investors for about $825 million.
In July 2021, consumer health business assets were acquired from Akorn Operating Company, LLC for $228.9 million adding TheraTears and other products to their brands.
Divestitures
In 2009, Prestige sold its Denorex and Prell brands of shampoo. It has since divested Fiber Choice, PediaCare, New-Skin, and Dermoplast (2016).
In 2018, Prestige sold off their household cleaning supply division.
Products
Prestige Consumer Healthcare owns many over-the counter medicines and products, including:
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
PBH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
PBH Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
PBH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 30,0%
- Compra 4 40,0%
- Mantener 3 30,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-15Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.98 | $0.89 | 0.09% |
| 31 de marzo de 2026 | $1.23 | $1.40 | -0.17% |
| 31 de diciembre de 2025 | $1.14 | $1.16 | -0.02% |
| 30 de septiembre de 2025 | $1.07 | $0.98 | 0.09% |
| 30 de junio de 2025 | $0.95 | $1.01 | -0.06% |
| 31 de marzo de 2025 | $1.32 | $1.31 | 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 |
|---|---|---|---|---|---|---|
| PBH | $3.33B | 15.2 | -4.3% | 17.5% | 10.2% | 54.7% |
| SUPN | $2.86B | -73.1 | 8.6% | -5.4% | -3.6% | — |
| ATAI | $223M | -1.4 | -1.9% | -48464.0% | -83.1% | — |
| TRVI | $1.61B | -39.1 | — | — | -22.4% | — |
| NKTR | $862M | -4.3 | -43.9% | -297.1% | -500.1% | — |
| AMRX | — | 57.3 | 8.1% | 2.4% | -80.0% | 36.9% |
| AMLX | $1.33B | -7.9 | -77.1% | — | -61.2% | — |
| RAPP | $1.45B | -10.6 | — | — | -29.8% | — |
| HRMY | $2.16B | 13.8 | 21.5% | 18.3% | 19.3% | 77.2% |
| NUVB | $3.03B | -14.9 | 699.0% | -325.3% | -60.3% | — |
| OCUL | $2.62B | -8.5 | -18.5% | -511.9% | -55.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.09B | $1.14B | $1.13B | $1.13B | $1.09B | $943M | $963M | $976M | $1.04B | $882M | $806M | $715M | |
| Cost of Revenue | $493M | $503M | $501M | $502M | $466M | $396M | $411M | $420M | $465M | $382M | $339M | · | |
| Gross Profit | $596M | $634M | $624M | $625M | $621M | $547M | $552M | $556M | $577M | $500M | $467M | $406M | |
| SG&A Expense | $116M | $108M | $106M | $107M | $107M | $83M | $89M | $90M | $85M | $89M | $72M | $81M | |
| Operating Expenses | $286M | $298M | $282M | $648M | $291M | $250M | $261M | $488M | $361M | $295M | $207M | $199M | |
| Operating Income | $309M | $337M | $342M | $-22M | $330M | $297M | $291M | $68M | $215M | $206M | $260M | $208M | |
| Interest Expense | · | $2M | $5M | $4M | · | · | · | · | · | · | · | · | |
| Interest Income | · | · | · | · | · | · | $342.0K | $217.0K | $388.0K | $203.0K | $162.0K | $92.0K | |
| Other Non-op | $-10M | $-5M | $756.0K | $-2M | $-1M | $1M | $-2M | $-476.0K | $392.0K | $-30.0K | · | · | |
| Pretax Income | $257M | $284M | $276M | $-94M | $262M | $204M | $191M | $-38M | $107M | $111M | $157M | $127M | |
| Income Tax | $67M | $70M | $67M | $-12M | $57M | $39M | $49M | $-2M | $-232M | $41M | $57M | $49M | |
| Net Income | $190M | $215M | $209M | $-82M | $205M | $165M | $142M | $-36M | $340M | $69M | $100M | $78M | |
| EPS (Basic) | $3.93 | $4.32 | $4.21 | $-1.65 | $4.09 | $3.28 | $2.81 | $-0.69 | $6.40 | $1.31 | $1.89 | $1.50 | |
| EPS (Diluted) | $3.91 | $4.29 | $4.17 | $-1.65 | $4.04 | $3.25 | $2.78 | $-0.69 | $6.34 | $1.30 | $1.88 | $1.49 | |
| Shares (Basic) | 48,456,000 | 49,697,000 | 49,757,000 | 49,889,000 | 50,259,000 | 50,210,000 | 50,723,000 | 52,068,000 | 53,099,000 | 52,976,000 | 52,754,000 | 52,170,000 | |
| Shares (Diluted) | 48,720,000 | 50,080,000 | 50,178,000 | 49,889,000 | 50,842,000 | 50,605,000 | 51,140,000 | 52,068,000 | 53,526,000 | 53,362,000 | 53,143,000 | 52,670,000 | |
| EBITDA | $341M | $367M | $373M | $10M | $362M | $328M | $320M | $99M | $249M | $231M | $284M | $225M |
Balance general 29
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $64M | $98M | $46M | $58M | $27M | $32M | $95M | $28M | $33M | $42M | $27M | $21M | |
| Receivables | $192M | $194M | $177M | $167M | $139M | $115M | $151M | $149M | $141M | $137M | $95M | $88M | |
| Inventory | $159M | $148M | $139M | $162M | $120M | $115M | $116M | $120M | $119M | $116M | $91M | $74M | |
| Prepaid Expense | $17M | $8M | $13M | $4M | $6M | $8M | $4M | $5M | $12M | $40M | $25M | $10M | |
| Current Assets | $431M | $448M | $375M | $392M | $293M | $270M | $366M | $301M | $303M | $334M | $249M | $202M | |
| PP&E (Net) | $122M | $75M | $77M | $70M | $71M | $70M | $56M | $51M | $53M | $51M | $16M | $14M | |
| PP&E (Gross) | $211M | $156M | $149M | $137M | $132M | $124M | $102M | $90M | $83M | $71M | $30M | $26M | |
| Accum. Depreciation | $89M | $81M | $72M | $67M | $61M | $54M | $46M | $39M | $30M | $20M | $15M | $12M | |
| Goodwill | $581M | $527M | $528M | $528M | $579M | $578M | $575M | $579M | $620M | $615M | $360M | $291M | |
| Intangibles | $2.30B | $2.30B | $2.32B | $2.34B | $2.70B | $2.48B | $2.48B | $2.51B | $2.78B | $2.90B | $2.32B | $2.13B | |
| Other Non-current Assets | $11M | $3M | $6M | $3M | $3M | $3M | $3M | $3M | $4M | $7M | $1M | $1M | |
| Total Assets | $3.49B | $3.40B | $3.32B | $3.35B | $3.67B | $3.43B | $3.51B | $3.44B | $3.76B | $3.91B | $2.95B | $2.64B | |
| Accounts Payable | $23M | $19M | $39M | $63M | $56M | $46M | $62M | $57M | $61M | $70M | $38M | $46M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $41M | |
| Current Liabilities | $121M | $107M | $117M | $161M | $143M | $122M | $150M | $127M | $123M | $162M | $107M | $99M | |
| Capital Leases | $21M | $23M | $8M | $10M | $16M | $20M | $25M | $0 | · | · | · | · | |
| Deferred Tax | $447M | $420M | $404M | $380M | $445M | $434M | $408M | $400M | $443M | $715M | $470M | $352M | |
| Other Non-current Liabilities | $6M | $5M | $9M | $8M | $7M | $9M | $25M | $20M | $23M | $18M | $3M | $2M | |
| Total Liabilities | $1.61B | $1.57B | $1.66B | $1.91B | $2.09B | $2.07B | $2.34B | $2.35B | $2.58B | $3.09B | $2.20B | $2.01B | |
| Long-term Debt | $994M | $992M | $1.13B | $1.35B | $1.48B | $1.48B | $1.73B | $1.80B | $1.99B | · | · | $1.56B | |
| Total Debt | · | · | $1.13B | $1.35B | $1.48B | $1.48B | $1.73B | $1.80B | $1.99B | $2.19B | $1.63B | $1.59B | |
| Common Stock | $562.0K | $560.0K | $555.0K | $548.0K | $544.0K | $540.0K | $538.0K | $536.0K | $534.0K | $533.0K | $530.0K | $525.0K | |
| Paid-in Capital | $609M | $593M | $567M | $535M | $516M | $500M | $488M | $479M | $469M | $458M | $445M | $427M | |
| Retained Earnings | $1.75B | $1.56B | $1.34B | $1.13B | $1.21B | $1.01B | $844M | $702M | $736M | $397M | $327M | $227M | |
| Treasury Stock | $439M | $277M | $220M | $189M | $134M | $131M | $118M | $60M | $8M | $7M | $5M | $3M | |
| AOCI | $-28M | $-38M | $-34M | $-32M | $-19M | $-20M | $-44M | $-26M | $-19M | $-26M | $-24M | $-23M | |
| Stockholders' Equity | $1.89B | $1.83B | $1.66B | $1.45B | $1.58B | $1.36B | $1.17B | $1.10B | $1.18B | $823M | $744M | $628M | |
| Liabilities + Equity | $3.49B | $3.40B | $3.32B | $3.35B | $3.67B | $3.43B | $3.51B | $3.44B | $3.76B | $3.91B | $2.95B | $2.64B | |
| Shares Outstanding | 56,211,000 | 56,010,000 | 55,501,000 | 54,857,000 | 54,430,000 | 53,999,000 | 53,805,000 | 53,670,000 | 53,396,000 | 53,287,000 | 53,066,000 | 52,562,000 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $31M | $30M | $31M | $33M | $32M | $30M | $29M | $32M | $33M | $26M | $24M | $18M | |
| Stock-based Comp | $11M | $11M | $14M | $12M | · | · | · | · | · | $8M | $10M | $7M | |
| Deferred Tax | $23M | $14M | $23M | $-61M | $10M | $19M | $14M | $-41M | $-269M | $-6M | $46M | $29M | |
| Amort. of Intangibles | $18M | $18M | $20M | $22M | $21M | $20M | $20M | $22M | $23M | $20M | $18M | $13M | |
| Other Non-cash | $3M | $-19M | $-14M | $340M | $12M | $22M | $32M | $234M | $106M | $50M | $-5M | $24M | |
| Operating Cash Flow | $258M | $252M | $249M | $230M | $260M | $236M | $217M | $189M | $210M | $149M | $176M | $156M | |
| CapEx | $11M | $8M | $10M | $8M | $10M | $22M | $15M | $10M | $13M | $3M | $4M | $6M | |
| Investing Cash Flow | $-137M | $-17M | $-20M | $-12M | $-257M | $-22M | $-17M | $55M | $-12M | $-695M | $-223M | $-805M | |
| Stock Repurchased | $156M | $52M | $25M | $50M | $0 | $12M | $57M | $50M | $0 | $0 | · | · | |
| Net Stock Activity | $-156M | $-52M | $-25M | $-50M | $0 | $-12M | $-57M | $-50M | · | · | · | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Financing Cash Flow | $-156M | $-182M | $-241M | $-186M | $-8M | $-279M | $-131M | $-249M | $-209M | $561M | $52M | $643M | |
| Net Change in Cash | $-34M | $51M | $-12M | $31M | $-5M | $-62M | $67M | $-5M | $-9M | $15M | $6M | $-7M | |
| Taxes Paid | $46M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $246M | $243M | $239M | $222M | $250M | $213M | $203M | $179M | $198M | $145M | $171M | $150M | |
| Levered FCF | · | $242M | $235M | · | · | · | · | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 54.7% | 55.8% | 55.5% | 55.5% | 57.1% | 58.0% | 57.3% | 56.9% | 55.4% | 56.7% | 58.0% | 56.9% | |
| Operating Margin | 28.4% | 29.6% | 30.4% | -2.0% | 30.4% | 31.5% | 30.2% | 6.9% | 20.7% | 23.3% | 32.3% | 29.1% | |
| Net Margin | 17.5% | 18.9% | 18.6% | -7.3% | 18.9% | 17.5% | 14.8% | -3.7% | 32.6% | 7.9% | 12.4% | 11.0% | |
| Pretax Margin | 23.6% | 25.0% | 24.5% | -8.3% | 24.1% | 21.6% | 19.9% | -3.9% | 10.3% | 12.6% | 19.5% | 17.9% | |
| EBITDA Margin | 31.3% | 32.2% | 33.1% | 0.91% | 33.3% | 34.7% | 33.2% | 10.2% | 23.9% | 26.2% | 35.2% | 31.6% | |
| ROA | 5.5% | 6.4% | 6.3% | -2.3% | 5.8% | 4.7% | 4.1% | -0.99% | 8.8% | 2.0% | 3.6% | 3.5% | |
| ROE | 10.2% | 11.8% | 12.9% | -5.2% | 13.3% | 12.3% | 12.2% | -3.1% | 33.9% | 8.9% | 14.6% | 13.1% | |
| ROIC | 12.1% | 13.9% | 9.3% | -0.70% | 8.5% | 8.5% | 7.5% | 2.2% | 21.6% | 4.3% | 7.0% | 5.8% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.6 | 4.2 | 3.2 | 2.4 | 2.0 | 2.2 | 2.4 | 2.4 | 2.5 | 2.1 | 2.3 | 2.0 | |
| Quick Ratio | 2.1 | 2.7 | 1.9 | 1.4 | 1.2 | 1.2 | 1.6 | 1.4 | 1.4 | 1.1 | 1.1 | 1.1 | |
| Debt / Equity | · | · | 0.7 | 0.9 | 0.9 | 1.1 | 1.5 | 1.6 | 1.7 | 2.7 | 2.2 | 2.5 | |
| LT Debt / Equity | · | · | 0.7 | 0.9 | 0.9 | 1.1 | 1.5 | 1.6 | 1.7 | 2.7 | 2.2 | 2.5 | |
| Interest Coverage | · | 187.1 | 65.9 | · | · | · | · | · | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Inventory Turnover | 3.2 | 3.5 | 3.3 | 3.6 | 4.0 | 3.4 | 3.5 | 3.6 | 4.0 | · | · | · | |
| Receivables Turnover | 5.6 | 6.1 | 6.5 | 7.4 | 8.6 | 7.1 | 6.4 | 6.6 | 7.5 | 7.6 | 8.8 | 9.3 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -4.3% | 1.1% | -0.21% | 3.8% | 15.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.2% | 1.5% | 6.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -8.9% | 2.9% | · | · | 24.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 2.0% | 8.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -11.3% | 2.5% | · | · | 24.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 1.5% | 8.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 2.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.09B | $1.14B | $1.13B | $1.13B | $1.09B | $943M | $963M | $976M | $1.04B | $882M | $806M | $715M | |
| Net Income TTM | $190M | $215M | $209M | $-82M | $205M | $165M | $142M | $-36M | $340M | $69M | $100M | $78M | |
| Market Cap | $3.33B | $4.82B | $4.03B | $3.44B | $2.88B | $2.38B | $1.97B | $1.61B | $1.80B | $2.96B | $2.83B | $2.25B | |
| Enterprise Value | · | · | $5.11B | $4.72B | $4.33B | $3.83B | $3.61B | $3.38B | $3.76B | $5.11B | $4.43B | $3.82B | |
| P/E | 15.2 | 20.0 | 17.4 | -38.0 | 13.1 | 13.6 | 13.2 | -43.3 | 5.3 | 42.7 | 28.4 | 28.8 | |
| P/S | 3.1 | 4.2 | 3.6 | 3.0 | 2.7 | 2.5 | 2.0 | 1.6 | 1.7 | 3.4 | 3.5 | 3.2 | |
| P/B | 1.8 | 2.6 | 2.4 | 2.4 | 1.8 | 1.8 | 1.7 | 1.5 | 1.5 | 3.6 | 3.8 | 3.6 | |
| P / Cash Flow | 12.9 | 19.1 | 16.2 | 15.0 | 11.1 | 10.1 | 9.1 | 8.5 | 8.6 | 20.0 | 16.2 | 14.4 | |
| P / FCF | 13.5 | 19.8 | 16.8 | 15.5 | 11.5 | 11.2 | 9.7 | 9.0 | 9.1 | 20.4 | 16.6 | 15.0 | |
| EV / EBITDA | · | · | 13.7 | 462.6 | 12.0 | 11.7 | 11.3 | 34.0 | 15.1 | 22.1 | 15.6 | 17.0 | |
| EV / FCF | · | · | 21.3 | 21.3 | 17.3 | 17.9 | 17.8 | 18.9 | 19.0 | 35.3 | 25.9 | 25.5 | |
| EV / Revenue | · | · | 4.5 | 4.2 | 4.0 | 4.1 | 3.7 | 3.5 | 3.6 | 5.8 | 5.5 | 5.3 | |
| Dividend Yield | · | · | · | · | · | · | · | · | · | · | 0.00% | 0.00% | |
| Earnings Yield | 6.6% | 5.0% | 5.8% | -2.6% | 7.6% | 7.4% | 7.6% | -2.3% | 18.8% | 2.3% | 3.5% | 3.5% | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | · | 0.00% | 0.00% | |
| Annual Payout | · | · | · | · | · | · | · | · | · | · | $0 | $0 |
Estado de resultados 14
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $266M | $282M | $283M | $274M | $250M | $297M | $290M | $284M | $267M | $277M | $283M | $286M | $279M | $286M | $276M | $289M | |
| Cost of Revenue | $130M | $135M | $126M | $123M | $109M | $127M | $129M | $126M | $121M | $125M | $125M | $126M | $125M | $132M | $125M | $128M | |
| Gross Profit | $136M | $146M | $157M | $152M | $140M | $170M | $161M | $157M | $146M | $152M | $158M | $160M | $155M | $154M | $150M | $161M | |
| SG&A Expense | $43M | $30M | $30M | $28M | $28M | $27M | $26M | $26M | $29M | $26M | $26M | $26M | $28M | $28M | $27M | $26M | |
| Operating Expenses | $84M | $71M | $75M | $72M | $69M | $82M | $69M | $73M | $74M | $70M | $71M | $72M | $69M | $435M | $63M | $77M | |
| Operating Income | $53M | $75M | $82M | $80M | $72M | $88M | $92M | $84M | $72M | $82M | $87M | $88M | $85M | $-281M | $87M | $84M | |
| Other Non-op | $-34.0K | $708.0K | $-10M | $-501.0K | $224.0K | $-4M | $-353.0K | $-395.0K | $-496.0K | $429.0K | $-682.0K | $-229.0K | $1M | $451.0K | $-1M | $-812.0K | |
| Income Tax | $9M | $11M | $15M | $27M | $14M | $24M | $19M | $17M | $9M | $18M | $17M | $17M | $15M | $-59M | $16M | $16M | |
| Net Income | $29M | $54M | $47M | $42M | $47M | $50M | $61M | $54M | $49M | $49M | $53M | $54M | $53M | $-241M | $52M | $51M | |
| EPS (Basic) | $0.61 | $1.13 | $0.98 | $0.86 | $0.96 | $1.01 | $1.23 | $1.10 | $0.98 | $0.99 | $1.07 | $1.08 | $1.07 | $-4.82 | $1.05 | $1.02 | |
| EPS (Diluted) | $0.61 | $1.13 | $0.97 | $0.86 | $0.95 | $1.00 | $1.22 | $1.09 | $0.98 | $0.98 | $1.06 | $1.07 | $1.06 | $-4.80 | $1.04 | $1.02 | |
| Shares (Basic) | 47,462,000 | -97,924,000 | 47,880,000 | 49,025,000 | 49,475,000 | -99,438,000 | 49,597,000 | 49,652,000 | 49,886,000 | -99,437,000 | 49,740,000 | 49,687,000 | 49,767,000 | -99,872,000 | 49,693,000 | 49,804,000 | |
| Shares (Diluted) | 47,604,000 | -98,464,000 | 48,087,000 | 49,264,000 | 49,833,000 | -100,178,000 | 49,993,000 | 49,998,000 | 50,267,000 | -100,224,000 | 50,125,000 | 50,081,000 | 50,196,000 | -101,292,000 | 50,186,000 | 50,265,000 | |
| EBITDA | $61M | · | $82M | $80M | $79M | · | $92M | $84M | $80M | · | $87M | $88M | $93M | · | $87M | $84M |
Balance general 28
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $89M | $64M | $62M | $119M | $140M | $98M | $51M | $52M | $34M | $46M | $64M | $60M | $55M | · | $86M | $42M | |
| Receivables | $187M | $192M | $190M | $199M | $168M | $194M | $167M | $164M | $172M | $177M | $174M | $158M | $158M | · | $157M | $146M | |
| Inventory | $190M | $159M | $164M | $159M | $153M | $148M | $152M | $156M | $152M | $139M | $149M | $161M | $170M | · | $159M | $141M | |
| Prepaid Expense | $30M | $17M | $17M | $20M | $19M | $8M | $8M | $9M | $11M | $13M | $7M | $8M | $9M | · | $7M | $8M | |
| Current Assets | $497M | $431M | $433M | $497M | $481M | $448M | $377M | $381M | $369M | $375M | $394M | $388M | $392M | · | $409M | $337M | |
| PP&E (Net) | $117M | $122M | $128M | $73M | $74M | $75M | $74M | $75M | $75M | $77M | $70M | $71M | $70M | · | $70M | $70M | |
| PP&E (Gross) | · | $211M | · | · | · | $156M | · | · | · | $149M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $89M | · | · | · | $81M | · | · | · | $72M | · | · | · | · | · | · | |
| Goodwill | $651M | $581M | $581M | $528M | $528M | $527M | $527M | $529M | $528M | $528M | $528M | $527M | $527M | $528M | $577M | $576M | |
| Intangibles | $3.24B | $2.30B | $2.30B | $2.29B | $2.29B | $2.30B | $2.31B | $2.32B | $2.32B | $2.32B | $2.33B | $2.33B | $2.34B | · | $2.67B | $2.67B | |
| Other Non-current Assets | $13M | $11M | $4M | $3M | $3M | $3M | $6M | $7M | $6M | $6M | $6M | $4M | $3M | · | $3M | $3M | |
| Total Assets | $4.57B | $3.49B | $3.49B | $3.44B | $3.43B | $3.40B | $3.33B | $3.32B | $3.31B | $3.32B | $3.34B | $3.33B | $3.35B | · | $3.75B | $3.68B | |
| Accounts Payable | $37M | $23M | $43M | $42M | $22M | $19M | $20M | $31M | $40M | $39M | $39M | $44M | $58M | · | $64M | $56M | |
| Current Liabilities | $154M | $121M | $140M | $135M | $110M | $107M | $103M | $107M | $114M | $117M | $127M | $130M | $147M | · | $160M | $152M | |
| Capital Leases | $19M | $21M | $18M | $20M | $21M | $23M | $24M | $7M | $7M | $8M | $6M | $7M | $8M | · | $12M | $13M | |
| Deferred Tax | $449M | $447M | $449M | $445M | $427M | $420M | $413M | $415M | $409M | $404M | $397M | $388M | $384M | · | $456M | $443M | |
| Other Non-current Liabilities | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $9M | $9M | $9M | $8M | · | $9M | $9M | |
| Total Liabilities | $2.65B | $1.61B | $1.67B | $1.62B | $1.58B | $1.57B | $1.54B | $1.59B | $1.63B | $1.66B | $1.74B | $1.80B | $1.87B | · | $2.06B | $2.06B | |
| Long-term Debt | $2.02B | $994M | $1.03B | $993M | $993M | $992M | $992M | $1.05B | $1.09B | $1.13B | $1.20B | $1.26B | $1.32B | · | $1.42B | $1.44B | |
| Total Debt | $2.02B | · | · | · | · | · | $1.00B | $1.06B | $1.10B | · | $1.21B | $1.27B | $1.33B | · | $1.44B | $1.46B | |
| Common Stock | $563.0K | $562.0K | $562.0K | $562.0K | $561.0K | $560.0K | $559.0K | $557.0K | $557.0K | $555.0K | $553.0K | $552.0K | $552.0K | · | $548.0K | $547.0K | |
| Paid-in Capital | $613M | $609M | $605M | $603M | $600M | $593M | $588M | $577M | $573M | $567M | $556M | $552M | $547M | · | $533M | $524M | |
| Retained Earnings | $1.78B | $1.75B | $1.69B | $1.65B | $1.60B | $1.56B | $1.51B | $1.44B | $1.39B | $1.34B | $1.29B | $1.24B | $1.19B | · | $1.37B | $1.32B | |
| Treasury Stock | $442M | $439M | $439M | $392M | $316M | $277M | $266M | $263M | $252M | $220M | $220M | $220M | $220M | · | $189M | $189M | |
| AOCI | $-30M | $-28M | $-30M | $-32M | $-32M | $-38M | $-40M | $-27M | $-31M | $-34M | $-29M | $-36M | $-32M | · | $-29M | $-36M | |
| Stockholders' Equity | $1.92B | $1.89B | $1.83B | $1.82B | $1.86B | $1.83B | $1.79B | $1.73B | $1.68B | $1.66B | $1.60B | $1.54B | $1.48B | $1.45B | $1.69B | $1.62B | |
| Liabilities + Equity | $4.57B | $3.49B | $3.49B | $3.44B | $3.43B | $3.40B | $3.33B | $3.32B | $3.31B | $3.32B | $3.34B | $3.33B | $3.35B | · | $3.75B | $3.68B | |
| Shares Outstanding | 56,312,000 | 56,211,000 | 56,198,000 | 56,196,000 | 56,171,000 | 56,010,000 | 55,939,000 | 55,769,000 | 55,717,000 | 55,501,000 | 55,329,000 | 55,291,000 | 55,220,000 | 54,857,000 | 54,852,000 | 54,690,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $8M | $8M | $8M | $8M | $7M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | |
| Stock-based Comp | $4M | $3M | $3M | $2M | $4M | $3M | $3M | $2M | $3M | $4M | $2M | $4M | $4M | $3M | $2M | $3M | |
| Deferred Tax | $193.0K | $-4M | $4M | $17M | $6M | $7M | $3M | $4M | $612.0K | $8M | $5M | $5M | $4M | $-75M | $10M | $3M | |
| Amort. of Intangibles | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | · | $6M | $6M | |
| Other Non-cash | $29M | · | · | · | $14M | · | · | · | $-6M | · | · | · | $-21M | · | · | · | |
| Operating Cash Flow | $71M | $43M | $78M | $57M | $79M | $62M | $65M | $70M | $55M | $67M | $71M | $62M | $48M | $59M | $55M | $58M | |
| CapEx | $4M | $5M | $3M | $2M | $838.0K | $3M | $2M | $2M | $1M | $3M | $2M | $3M | $1M | $3M | $2M | $2M | |
| Investing Cash Flow | $-1.06B | $-3M | $-129M | $-3M | $-2M | $-3M | $-10M | $-2M | $-2M | $-15M | $-4M | $-3M | $2M | $-6M | $-2M | $-2M | |
| Debt Issued | $1.04B | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $1.04B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $0 | $690.0K | $46M | $75M | $35M | $11M | $2M | $12M | $26M | $0 | $0 | $0 | $25M | $0 | $0 | $12M | |
| Net Stock Activity | $0 | · | · | · | $-35M | · | · | · | $-26M | · | · | · | $-25M | · | · | · | |
| Financing Cash Flow | $1.02B | $-38M | $-7M | $-75M | $-36M | $-11M | $-54M | $-51M | $-66M | $-68M | $-65M | $-54M | $-54M | $-80M | $-10M | $-48M | |
| Net Change in Cash | $25M | $1M | $-57M | $-20M | $42M | $47M | $-666.0K | $17M | $-12M | $-17M | $4M | $5M | $-4M | $-28M | $44M | $7M | |
| Free Cash Flow | $67M | · | · | · | $78M | · | · | · | $54M | · | · | · | $47M | · | · | · |
Rentabilidad 6
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.2% | · | 55.5% | 55.3% | 56.2% | · | 55.5% | 55.5% | 54.7% | · | 55.9% | 55.9% | 55.4% | · | 54.6% | 55.7% | |
| Operating Margin | 19.8% | · | 29.1% | 29.1% | 28.8% | · | 31.7% | 29.7% | 27.0% | · | 30.7% | 30.8% | 30.5% | · | 31.6% | 29.2% | |
| Net Margin | 11.0% | · | 16.5% | 15.4% | 19.0% | · | 21.0% | 19.2% | 18.4% | · | 18.8% | 18.7% | 19.1% | · | 18.9% | 17.6% | |
| EBITDA Margin | 23.1% | · | 29.1% | 29.1% | 31.8% | · | 31.7% | 29.7% | 30.0% | · | 30.7% | 30.8% | 33.2% | · | 31.6% | 29.2% | |
| ROA | 0.73% | · | 1.4% | 1.2% | 1.4% | · | 1.8% | 1.6% | 1.5% | · | 1.5% | 1.5% | 1.5% | · | 1.4% | 1.4% | |
| ROE | 1.6% | · | 2.6% | 2.4% | 2.7% | · | 3.6% | 3.3% | 3.1% | · | 3.2% | 3.4% | 3.5% | · | 3.2% | 3.3% |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | · | 3.1 | 3.7 | 4.4 | · | 3.7 | 3.6 | 3.2 | · | 3.1 | 3.0 | 2.7 | · | 2.6 | 2.2 | |
| Quick Ratio | 1.8 | · | 1.8 | 2.4 | 2.8 | · | 2.1 | 2.0 | 1.8 | · | 1.9 | 1.7 | 1.4 | · | 1.5 | 1.2 | |
| Debt / Equity | 1.1 | · | · | · | · | · | 0.6 | 0.6 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | 0.9 | |
| LT Debt / Equity | 1.0 | · | · | · | · | · | 0.6 | 0.6 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | 0.9 |
Eficiencia 3
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Inventory Turnover | 0.8 | · | 0.8 | 0.8 | 0.7 | · | 0.9 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 1.0 | |
| Receivables Turnover | 1.5 | · | 1.6 | 1.5 | 1.5 | · | 1.7 | 1.8 | 1.6 | · | 1.7 | 1.9 | 1.8 | · | 1.9 | 2.0 |
Valoración (TTM) 13
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.07B | · | $1.10B | $1.10B | $1.09B | · | $1.12B | $1.12B | $1.12B | · | $1.12B | $1.13B | $1.12B | · | $1.12B | $1.12B | |
| Net Income TTM | $166M | · | $197M | $205M | $212M | · | $218M | $210M | $209M | · | $212M | $210M | $212M | · | $208M | $202M | |
| Market Cap | $2.66B | · | $3.47B | $3.51B | $4.49B | · | $4.37B | $4.02B | $3.84B | · | $3.39B | $3.16B | $3.28B | · | $3.43B | $2.73B | |
| Enterprise Value | $4.59B | · | · | · | · | · | $5.32B | $5.03B | $4.90B | · | $4.53B | $4.38B | $4.56B | · | $4.79B | $4.14B | |
| P/E | 13.9 | · | 15.4 | 15.1 | 18.8 | · | 18.0 | 17.2 | 16.5 | · | 14.5 | 13.6 | 14.1 | · | 15.1 | 12.5 | |
| P/S | 2.5 | · | 3.2 | 3.2 | 4.1 | · | 3.9 | 3.6 | 3.4 | · | 3.0 | 2.8 | 2.9 | · | 3.1 | 2.4 | |
| P/B | 1.4 | · | 1.9 | 1.9 | 2.4 | · | 2.4 | 2.3 | 2.3 | · | 2.1 | 2.1 | 2.2 | · | 2.0 | 1.7 | |
| P / Cash Flow | 37.6 | · | · | · | 56.8 | · | · | · | 70.0 | · | · | · | 68.2 | · | · | · | |
| P / FCF | 39.7 | · | · | · | 57.4 | · | · | · | 71.5 | · | · | · | 70.4 | · | · | · | |
| EV / EBITDA | 74.9 | · | · | · | · | · | 57.8 | 59.6 | 61.1 | · | 52.2 | 49.6 | 49.1 | · | 54.9 | 49.0 | |
| EV / FCF | 68.4 | · | · | · | · | · | · | · | 91.4 | · | · | · | 97.8 | · | · | · | |
| EV / Revenue | 4.3 | · | · | · | · | · | 4.7 | 4.5 | 4.4 | · | 4.0 | 3.9 | 4.1 | · | 4.3 | 3.7 | |
| Earnings Yield | 7.2% | · | 6.5% | 6.6% | 5.3% | · | 5.6% | 5.8% | 6.1% | · | 6.9% | 7.3% | 7.1% | · | 6.6% | 8.0% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.09B | $1.14B | $1.13B | $1.13B | $1.09B |
| Margen Bruto % | 54.7% | 55.8% | 55.5% | 55.5% | 57.1% |
| Margen Operativo % | 28.4% | 29.6% | 30.4% | -2.0% | 30.4% |
| Beneficio neto | $190M | $215M | $209M | $-82M | $205M |
| EPS Diluido | $3.91 | $4.29 | $4.17 | $-1.65 | $4.04 |
Balance general
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | 0.7 | 0.9 | 0.9 |
| Ratio corriente | 3.6 | 4.2 | 3.2 | 2.4 | 2.0 |
| Ratio Rápido | 2.1 | 2.7 | 1.9 | 1.4 | 1.2 |
Flujo de Efectivo
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $246M | $243M | $239M | $222M | $250M |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
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Propietarios institucionales (13F) 341 declarantes · $1.4B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 44 (-8 vs trimestre anterior) | 68 (+27 vs trimestre anterior) | 103 (-14 vs trimestre anterior) | 116 (-17 vs trimestre anterior) | +6.6M |
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 | $133 553 822 | 2 825 340 | 9,66% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $120 771 730 | 2 554 934 | 8,74% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $110 225 175 | 2 331 821 | 7,98% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $101 013 343 | 2 136 944 | 7,31% | Acciones |
| STATE STREET CORP | $100 047 570 | 2 116 513 | 7,24% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $65 891 925 | 1 393 741 | 4,77% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $35 473 535 | 750 445 | 2,57% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $32 601 741 | 689 692 | 2,36% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $31 134 811 | 658 659 | 2,25% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30 922 805 | 654 174 | 2,24% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $29 472 798 | 623 499 | 2,13% | Acciones |
| CITADEL ADVISORS LLC | $26 667 701 | 564 157 | 1,93% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $21 069 134 | 444 778 | 1,52% | Acciones |
| Leeward Investments, LLC - MA | $20 700 289 | 437 916 | 1,50% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $20 458 078 | 432 792 | 1,48% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $19 921 578 | 421 440 | 1,44% | Acciones |
| GOLDMAN SACHS GROUP INC | $18 290 134 | 386 929 | 1,32% | Acciones |
| Woodline Partners LP | $17 004 012 | 359 721 | 1,23% | Acciones |
| Boston Trust Walden Corp | $16 026 137 | 339 034 | 1,16% | Acciones |
| ARMISTICE CAPITAL, LLC | $15 882 720 | 336 000 | 1,15% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $14 837 438 | 313 887 | 1,07% | Acciones |
| D. E. Shaw & Co., Inc. | $14 832 286 | 313 778 | 1,07% | Acciones |
| Glenmede Investment Management, LP | $14 738 755 | 236 198 | 1,07% | Acciones |
| Congress Wealth Management LLC / DE / | $13 030 320 | 163 185 | 0,94% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $12 652 856 | 267 672 | 0,92% | Acciones |
| Tributary Capital Management, LLC | $11 958 554 | 252 984 | 0,87% | Acciones |
| Fisher Asset Management, LLC | $11 698 136 | 247 474 | 0,85% | Acciones |
| BlackRock, Inc. | $11 472 949 | 242 711 | 0,83% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $11 013 816 | 232 998 | 0,80% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10 122 871 | 214 150 | 0,73% | Acciones |
| Aristotle Capital Boston, LLC | $10 043 458 | 212 470 | 0,73% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $9 983 703 | 211 206 | 0,72% | Acciones |
| FMR LLC | $9 854 850 | 208 480 | 0,71% | Acciones |
| GLENMEDE TRUST CO NA | $8 992 881 | 190 245 | 0,65% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $8 876 161 | 179 643 | 0,64% | Acciones |
| PRUDENTIAL FINANCIAL INC | $8 336 774 | 176 365 | 0,60% | Acciones |
| Public Sector Pension Investment Board | $7 691 065 | 162 705 | 0,56% | Acciones |
| NICHOLAS COMPANY, INC. | $7 134 461 | 150 930 | 0,52% | Acciones |
| JENNISON ASSOCIATES LLC | $7 021 487 | 148 540 | 0,51% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $6 817 847 | 144 232 | 0,49% | Acciones |
| Nuveen, LLC | $6 165 662 | 130 435 | 0,45% | Acciones |
| RHUMBLINE ADVISERS | $6 089 432 | 128 823 | 0,44% | Acciones |
| UBS Group AG | $6 044 462 | 127 871 | 0,44% | Acciones |
| Man Group plc | $5 627 777 | 119 056 | 0,41% | Acciones |
| Clearbridge Investments, LLC | $5 310 029 | 112 334 | 0,38% | Acciones |
| GHP Investment Advisors, Inc. | $5 256 258 | 88 683 | 0,38% | Acciones |
| AMERIPRISE FINANCIAL INC | $4 677 273 | 98 948 | 0,34% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $4 631 940 | 97 989 | 0,34% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 528 560 | 95 802 | 0,33% | Acciones |
| Swiss National Bank | $4 471 742 | 94 600 | 0,32% | Acciones |
| Nuveen Asset Management, LLC | $4 402 324 | 56 375 | 0,32% | Acciones |
| Dana Investment Advisors, Inc. | $4 397 623 | 93 032 | 0,32% | Acciones |
| KING LUTHER CAPITAL MANAGEMENT CORP | $4 305 257 | 91 078 | 0,31% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $4 282 898 | 90 605 | 0,31% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 798 674 | 64 091 | 0,27% | Acciones |
| NORGES BANK | $3 542 745 | 74 947 | 0,26% | Acciones |
| Legal & General Group Plc | $3 433 315 | 72 632 | 0,25% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 396 764 | 57 310 | 0,25% | Acciones |
| KESTREL INVESTMENT MANAGEMENT CORP | $3 306 537 | 69 950 | 0,24% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $3 202 595 | 54 034 | 0,23% | Acciones |
| LPL Financial LLC | $2 939 012 | 62 175 | 0,21% | Acciones |
| FIFTH THIRD BANCORP | $2 804 573 | 59 330 | 0,20% | Acciones |
| WELLS FARGO & COMPANY/MN | $2 513 819 | 53 180 | 0,18% | Acciones |
| XTX Topco Ltd | $2 510 746 | 53 115 | 0,18% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $2 474 112 | 52 340 | 0,18% | Acciones |
| MAVERICK CAPITAL LTD | $2 409 588 | 50 975 | 0,17% | Acciones |
| Emerald Investment Advisers, LLC | $2 327 622 | 49 241 | 0,17% | Acciones |
| DEUTSCHE BANK AG\ | $2 324 171 | 49 168 | 0,17% | Acciones |
| ALLSTATE CORP | $2 209 589 | 46 744 | 0,16% | Acciones |
| Bridgewater Associates, LP | $2 193 659 | 46 407 | 0,16% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $2 190 492 | 46 340 | 0,16% | Acciones |
| OSSIAM | $2 046 791 | 43 300 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 002 499 | 42 363 | 0,14% | Acciones |
| Morningstar Investment Management LLC | $1 980 211 | 33 410 | 0,14% | Acciones |
| BRANDES INVESTMENT PARTNERS, LP | $1 969 977 | 41 675 | 0,14% | Acciones |
| ROYCE & ASSOCIATES LP | $1 817 059 | 38 440 | 0,13% | Acciones |
| BARCLAYS PLC | $1 770 355 | 37 452 | 0,13% | Acciones |
| Quantinno Capital Management LP | $1 623 914 | 34 354 | 0,12% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1 554 285 | 32 881 | 0,11% | Acciones |
| Voleon Capital Management LP | $1 471 893 | 31 138 | 0,11% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 338 737 | 22 589 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $1 320 677 | 27 939 | 0,10% | Acciones |
| Gotham Asset Management, LLC | $1 308 954 | 27 691 | 0,09% | Acciones |
| GREAT LAKES ADVISORS, LLC | $1 263 811 | 26 736 | 0,09% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 242 965 | 26 295 | 0,09% | Acciones |
| Corient Private Wealth LP | $1 201 742 | 25 423 | 0,09% | Acciones |
| DAVENPORT & Co LLC | $1 200 374 | 25 394 | 0,09% | Acciones |
| KLP KAPITALFORVALTNING AS | $1 181 750 | 25 000 | 0,09% | Acciones |
| VANGUARD GROUP INC | $1 170 815 | 18 979 | 0,08% | Acciones |
| Nebula Research & Development LLC | $1 143 851 | 14 325 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $1 140 058 | 24 118 | 0,08% | Acciones |
| PINNACLE ASSOCIATES LTD | $1 132 447 | 23 957 | 0,08% | Acciones |
| JANE STREET GROUP, LLC | $1 071 327 | 22 664 | 0,08% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1 068 774 | 22 610 | 0,08% | Acciones |
| SEI INVESTMENTS CO | $1 050 890 | 22 231 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 043 580 | 22 077 | 0,08% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1 027 366 | 21 734 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $983 216 | 20 800 | 0,07% | Acciones |
| Campbell & CO Investment Adviser LLC | $906 402 | 19 175 | 0,07% | Acciones |
| EASTERLY INVESTMENT PARTNERS LLC | $869 768 | 18 400 | 0,06% | Acciones |
Informantes de la empresa 50 insiders · 29 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ronald M. Lombardi | Chief Executive Officer | 7 de mayo de 2026 F | 373 465 | 0 | 0 | $0 |
| Matthew Mannelly | President and CEO | 1 de junio de 2015 M | 27 706 | 0 | 0 | $0 |
| Mark Pettie | Chairman and CEO | 3 de marzo de 2009 P | 177 168 | 0 | 0 | $0 |
| Frank Palantoni | CEO and President | 19 de mayo de 2006 P | 33 278 | 0 | 0 | $0 |
| Christine Sacco | CFO & COO | 2 de mayo de 2026 F | 57 374 | 0 | 0 | $0 |
| David S Marberger | Chief Financial Officer | 9 de mayo de 2016 A | 11 050 | 0 | 0 | $0 |
| Peter Anderson | Chief Financial Officer | 25 de mayo de 2010 D | 401 850 | 0 | 0 | $0 |
| Jeffrey Zerillo | Senior VP Operations | 11 de mayo de 2026 S | 41 810 | 0 | 7 | $-246 374 |
| Adel Mekhail | EVP, Marketing & Sales | 7 de mayo de 2026 F | 25 703 | 0 | 0 | $0 |
| William P'Pool | SVP, General Counsel & Corp Secretary | 4 de mayo de 2026 A | 28 149 | 0 | 0 | $0 |
| Jose Luis Rosado | SVP-Quality & Regulatory Affairs | 6 de enero de 2026 A | 3 436 | 0 | 0 | $0 |
| Mary Beth Fritz | SVP Quality & Regulatory | 7 de mayo de 2025 F | 17 051 | 0 | 0 | $0 |
| Timothy Connors | EVP, Sales & Marketing | 9 de mayo de 2019 F | 21 717 | 0 | 0 | $0 |
| Jean A Boyko | SVP, Science and Technology | 15 de mayo de 2018 M | 11 081 | 0 | 0 | $0 |
| Christopher Heye | Senior Vice President-Canada, Women's Health and Strategic Planning. | 7 de mayo de 2018 A | 8 150 | 0 | 0 | $0 |
| Thomas Hochuli | Vice President, Operations | 14 de agosto de 2017 F | 6 678 | 0 | 0 | $0 |
| John Parkinson | Senior VP- International | 12 de mayo de 2017 F | 62 075 | 0 | 0 | $0 |
| Paul Migaki | VP of Strategic Planning/Canada | 27 de mayo de 2016 M | 55 927 | 0 | 0 | $0 |
| Samuel C Cowley | General Counsel and VP | 27 de mayo de 2016 M | 32 176 | 0 | 0 | $0 |
| Paul A. Hennessey | Vice President, Operations | 21 de mayo de 2014 M | 15 282 | 0 | 0 | $0 |
| Eric S. Klee | Secretary and General Counsel | 30 de mayo de 2011 F | 13 236 | 0 | 0 | $0 |
| David Talbert | Senior Vice President, Sales | 25 de mayo de 2010 D | 28 331 | 0 | 0 | $0 |
| Lieven Nuyttens | Senior VP, Operations | 25 de mayo de 2010 D | 16 640 | 0 | 0 | $0 |
| Charles Jolly | Secretary and General Counsel | 31 de marzo de 2009 D | 30 579 | 0 | 0 | $0 |
| Charles Schrank | Chief Mktg. Officer/Household | 31 de marzo de 2009 D | 90 846 | 0 | 0 | $0 |
| James E Kelly | SVP - Chief Marketing Officer | 30 de mayo de 2008 A | 27 427 | 0 | 0 | $0 |
| Gerard Butler | Chief Sales Officer | 2 de enero de 2007 D | 289 172 | 0 | 0 | $0 |
| Michael Fink | Senior V.P. of Marketing | 15 de febrero de 2005 S | 180 560 | 0 | 0 | $0 |
| Eric Millar | Senior V.P. of Operations | 15 de febrero de 2005 S | 72 347 | 0 | 0 | $0 |
| Sheila Hopkins | Consejero | 5 de agosto de 2025 A | 30 123 | 0 | 0 | $0 |
| Natale S Ricciardi | Consejero | 1 de agosto de 2023 A | 27 098 | 0 | 0 | $0 |
| COUGHLIN CHRISTOPHER J | Consejero | 2 de agosto de 2022 A | 13 218 | 0 | 0 | $0 |
| James M Jenness | Consejero | 4 de agosto de 2020 A | 22 791 | 0 | 0 | $0 |
| Carl J Johnson | Consejero | 31 de julio de 2018 A | 14 598 | 0 | 0 | $0 |
| Charles Hinkaty | Consejero | 4 de agosto de 2015 A | 31 714 | 0 | 0 | $0 |
| Patrick Lonergan | Consejero | 10 de diciembre de 2012 G | 37 323 | 0 | 0 | $0 |
| John Byom | Consejero | 3 de agosto de 2010 A | 29 755 | 0 | 0 | $0 |
| Vincent J Hemmer | Consejero | 10 de septiembre de 2009 J | 80 410 | 0 | 0 | $0 |
| Peter Mann | Consejero | 4 de agosto de 2009 A | 447 700 | 0 | 0 | $0 |
| Dick L Buell | Consejero | 4 de agosto de 2009 A | 27 662 | 0 | 0 | $0 |
| David Donnini | Consejero | 29 de mayo de 2009 S | 0 | 0 | 0 | $0 |
| Ronald B Gordon | Consejero | 5 de agosto de 2008 A | 30 352 | 0 | 0 | $0 |
| Raymond Silcock | Consejero | 5 de agosto de 2008 A | 16 249 | 0 | 0 | $0 |
| John F. Kelly | — | 4 de agosto de 2026 A | 7 832 | 0 | 0 | $0 |
| James Darecca | — | 4 de agosto de 2026 A | 9 572 | 0 | 0 | $0 |
| Dawn M. Zier | — | 4 de agosto de 2026 A | 19 514 | 0 | 0 | $0 |
| Celeste A. Clark | — | 4 de agosto de 2026 A | 16 511 | 0 | 0 | $0 |
| John E Byom | — | 4 de agosto de 2026 A | 54 575 | 0 | 1 | $-178 050 |
| COSTLEY GARY E | — | 4 de agosto de 2020 A | 50 200 | 0 | 0 | $0 |
| GTCR GOLDER RAUNER II LLC | — | 29 de mayo de 2009 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 89 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 |
|---|---|---|---|---|
| PJP · Invesco Exchange-Traded Fund Trust | 2,90% | 268 039 SH | 8 de agosto de 2026 | Diario |
| CSMD · Professionally Managed Portfolios | 2,21% | 170 357 NS | 30 de abril de 2026 | N-PORT |
| PSCH · Invesco Exchange-Traded Fund Trust … | 1,31% | 41 115 SH | 8 de agosto de 2026 | Diario |
| PILL · Direxion Shares ETF Trust | 1,16% | 2 662 NS | 30 de abril de 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0,92% | 4 952 NS | 30 de abril de 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,73% | 201 NS | 30 de abril de 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,72% | 32 765 SH | 8 de agosto de 2026 | Diario |
| CAFG · Pacer Funds Trust | 0,66% | 2 667 NS | 30 de abril de 2026 | N-PORT |
| IHE · iShares Trust | 0,57% | 169 317 SH | 8 de agosto de 2026 | Diario |
| SMMV · iShares Trust | 0,38% | 20 297 SH | 8 de agosto de 2026 | Diario |
| SVAL · iShares Trust | 0,36% | 13 943 SH | 8 de agosto de 2026 | Diario |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,30% | 12 009 NS | 31 de mayo de 2026 | N-PORT |
| IJS · iShares Trust | 0,28% | 421 648 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,24% | 100 520 SH | 8 de agosto de 2026 | Diario |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,23% | 7 327 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,18% | 244 502 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 17 679 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,17% | 444 333 SH | 8 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,16% | 35 048 NS | 30 de abril de 2026 | N-PORT |
| XJR · iShares Trust | 0,16% | 5 605 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,16% | 7 307 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,15% | 41 965 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,14% | 2 892 020 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 18 080 NS | 30 de abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,13% | 1 302 NS | 30 de abril de 2026 | N-PORT |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,12% | 7 482 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 63 543 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,12% | 1 730 NS | 30 de abril de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,12% | 165 811 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,11% | 222 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 21 588 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 42 383 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,10% | 567 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,09% | 211 016 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,09% | 50 344 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 1 224 874 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,08% | 20 806 NS | 30 de abril de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,08% | 7 246 SH | 8 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 28 489 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,07% | 9 565 SH | 8 de agosto de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,07% | 175 325 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 275 721 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,07% | 130 638 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 163 429 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 2 261 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,05% | 6 035 SH | 8 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 690 582 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,05% | 38 128 SH | 8 de agosto de 2026 | Diario |
| IGRO · iShares Trust | 0,05% | 10 967 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 226 753 NS | 31 de mayo de 2026 | N-PORT |