PBYI Puma Biotechnology Inc - Common Stock
$8,81
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$4–$9
89% of range
Calificación del Analista
HOLD
6 analysts
Precio Objetivo
$6
P/E (TTM)
14.6
ROE
26.5%
Margen de Beneficio Neto
13.6%
Acerca de Puma Biotechnology Inc - Common Stock Descripción general de la empresa de Wikipedia
Puma Biotechnology is a publicly traded biopharmaceutical company headquartered in Los Angeles, CA.
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Puma Biotechnology is a publicly traded biopharmaceutical company (NASDAQ: PBYI) headquartered in Los Angeles, CA.
Creation
Puma was founded in September 2010 by Alan Auerbach to identify and in-license compounds that were already in clinical development. This was the same business plan Auerbach had followed at Cougar Biotechnology, which he founded in 2003, and through which he in-licensed abiraterone acetate from BTG plc. Cougar further developed abiraterone before the company was sold to Johnson & Johnson in 2009. Auerbach brought many Cougar employees with him after founding Puma in 2010.
Funding for development
In August 2011 Puma licensed two drug candidates from Pfizer: neratinib (PB272) and an analog (PB357) to serve as a backup candidate.
As part of an approximately $60 million financing round in October 2011, Puma entered into a reverse merger with the shell company Innovative Acquisitions Corp., formed in 2007. In April 2012 the company's stock began trading over the counter. In October 2012 the company raised around $138 million and its shares were listed on the New York Stock Exchange.
In 2016 Puma discovered that Robert Gadimian, senior director of regulatory affairs, had twice bought and sold stock based on his knowledge of unpublished clinical trial results; Puma quickly fired him after conducting an internal investigation and reported the insider trading to the SEC.
Approval and licensing of neratinib
In March 2016 Puma held a pre-NDA meeting with the FDA in which the FDA raised concerns about the design and conduct of clinical trials that Puma had run and recommended that Puma not file the NDA with that data.
Puma did file the NDA, and in May 2017 an FDA review panel recommended that the FDA approve neratinib but raised concerns that the intended use was too broad and should be limited to people with specific mutations. The FDA's briefing document to the panel had raised concerns about the marginal benefit of the drug and the side effects. In July 2017 the FDA approved neratinib for use in preventing the return of breast cancer after treatment that included trastuzumab and without any need for genetic testing, and with warnings about the risk of severe diarrhea. U.S. sales of neratinib totaled $200.5 million in 2018.
In January 2018 an EMA committee gave a negative review to neratinib. In June 2018 this same EMA committee recommended the approval of neratinib, which received European Commission (EC) approval in September 2018.
In 2019 Puma licensed commercialization rights in Europe and part of Africa to Pierre Fabre for an upfront payment of $60 million and milestone payments that could reach $345 million. Previously, Puma licensed rights in Greater China to CANbrdige Life Sciences, rights in Israel to Medison Pharma, rights in Canada to Knight Therapeutics, rights in South East Asian to Specialised Therapeutics and rights in Latin America to Pint Pharma.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
PBYI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$8.81
Capitalización Bursátil
$448M
P/E (TTM)
14.6
BPA (TTM)
$0.61
Ingresos (TTM)
$228M
Rendimiento div.
—
ROE
26.5%
Deuda/Capital
0.2
Rango 52S
$4 – $9
PBYI 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
$228M
2017-12-31
→
2025-12-31
BPA
$0.61
2020-12-31
→
2025-12-31
Flujo de caja libre
$42M
2016-12-31
→
2025-12-31
Márgenes
13.6%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
PBYI
Mediana de Pares
P/E (TTM)
14.6
17.4
P/S (TTM) (P/V (TTM))
2.0
52.3
P/B (P/C)
3.4
4.8
EV / EBITDA
10.0
—
Price / FCF (Precio / FCF)
10.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
PBYI
Mediana de Pares
Operating Margin (Margen Operativo)
16.3%
—
Net Profit Margin (Margen de Beneficio Neto)
13.6%
-670.1%
ROA
14.5%
-41.1%
ROE
26.5%
-52.6%
ROIC
21.2%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
PBYI
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.2
—
Current Ratio (Ratio corriente)
2.0
7.7
Quick Ratio (Ratio Rápido)
1.9
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
PBYI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-0.91%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
0.05%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
0.29%
—
EPS YoY (EPS interanual)
-1.6%
—
Net Income YoY (Beneficio Neto interanual)
2.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
PBYI
Mediana de Pares
PBYI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
6 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 3 50,0%
- Venta 1 16,7%
- Venta fuerte 2 33,3%
Precio objetivo a 12 meses
1 analistas · 2026-08-18
Mín
$6.00
Máx
$6.00
Objetivo mediano
$6.00
-31,9%
Objetivo medio
$6.00
-31,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.07%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.16 | $0.04 | 0.12% |
| 31 de marzo de 2026 | $-0.07 | $-0.13 | 0.06% |
| 31 de diciembre de 2025 | $0.26 | $0.23 | 0.03% |
| 30 de septiembre de 2025 | $0.17 | $0.05 | 0.12% |
| 30 de junio de 2025 | $0.12 | $0.10 | 0.02% |
| 31 de marzo de 2025 | $0.06 | $-0.02 | 0.08% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PBYI | $300M | 9.8 | -0.91% | 13.6% | 26.5% | — |
| CABA | $220M | -1.0 | — | — | -115.5% | — |
| QTTB | $43M | 1.4 | — | 55.5% | 200.3% | — |
| OCGN | $422M | -5.6 | 8.8% | -1537.4% | 1488.8% | — |
| LRMR | $317M | -2.2 | — | — | -167.4% | — |
| RZLT | $388M | -4.6 | — | — | -56.9% | — |
| BNTC | $307M | -11.1 | — | — | -43.8% | — |
| EDIT | $201M | -1.1 | 25.4% | -395.0% | -688.8% | — |
| CMPX | $958M | — | — | — | -45.9% | — |
| PROK | — | — | 1075.0% | -7725.2% | 6.9% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $228M | $230M | $236M | $228M | $253M | $225M | $272M | $251M | $28M | |
| Cost of Revenue | $58M | $64M | $63M | $55M | $64M | $39M | $37M | $35M | $6M | |
| R&D Expense | · | · | · | · | $72M | $98M | $133M | $165M | $208M | |
| SG&A Expense | $71M | $80M | $90M | $90M | $116M | $118M | $142M | $146M | $107M | |
| Operating Expenses | $191M | $200M | $203M | $204M | $252M | $256M | $311M | $346M | $320M | |
| Operating Income | $37M | $31M | $33M | $24M | $1M | $-30M | $-39M | $-95M | $-292M | |
| Interest Expense | · | · | $13M | $12M | $13M | $14M | $15M | $11M | $720.0K | |
| Interest Income | $4M | $5M | $3M | $813.0K | $160.0K | $489.0K | $3M | $2M | $1M | |
| Other Non-op | $1M | $862.0K | $759.0K | $-28.0K | $292.0K | $367.0K | $128.0K | $-714.0K | $-101.0K | |
| Pretax Income | $36M | $24M | $23M | $457.0K | $-29M | $-60M | $-76M | $-114M | · | |
| Income Tax | $5M | $-6M | $1M | $455.0K | $324.0K | $207.0K | $53.0K | $17.0K | $0 | |
| Net Income | $31M | $30M | $22M | $2.0K | $-29M | $-60M | $-76M | $-114M | $-292M | |
| EPS (Basic) | $0.62 | $0.62 | $0.46 | $0.00 | $-0.72 | $-1.52 | $-75595.00 | · | · | |
| EPS (Diluted) | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 | $-1.52 | · | · | · | |
| Shares (Basic) | 50,011,485 | 48,648,701 | 47,134,331 | 44,674,501 | 40,638,852 | 39,576,107 | · | · | · | |
| Shares (Diluted) | 50,653,283 | 49,100,433 | 47,550,852 | 44,929,998 | 40,638,852 | 39,576,107 | · | · | · | |
| EBITDA | $37M | $31M | $33M | $24M | $1M | $-30M | $-39M | $-95M | $-292M |
Balance general 26
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $30M | $69M | $85M | $76M | $63M | $85M | $60M | $108M | $82M | |
| Short-term Investments | $68M | $32M | $11M | $5M | $19M | $8M | $52M | $57M | · | |
| Receivables | $54M | $32M | $48M | $40M | $33M | $26M | $29M | $21M | $10M | |
| Inventory | $6M | $9M | $7M | $5M | $7M | $3M | $3M | $3M | $2M | |
| Prepaid Expense | $4M | $6M | $4M | $6M | $9M | $11M | $13M | $12M | $13M | |
| Other Current Assets | $256.0K | $91.0K | $912.0K | $2M | $447.0K | $4M | $323.0K | $2M | · | |
| Current Assets | $163M | $148M | $156M | $134M | $140M | $146M | $166M | $203M | $106M | |
| PP&E (Net) | $187.0K | $515.0K | $855.0K | $1M | $2M | $2M | $3M | $4M | $4M | |
| PP&E (Gross) | $5M | $8M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Accum. Depreciation | $5M | $8M | $8M | $7M | $7M | $6M | $6M | $5M | $4M | |
| Intangibles | $41M | $51M | $61M | $71M | $66M | $74M | $40M | $44M | $48M | |
| Total Assets | $216M | $213M | $231M | $222M | $227M | $244M | $235M | $259M | $166M | |
| Accounts Payable | $5M | $6M | $7M | $6M | $11M | $12M | $19M | $21M | $28M | |
| Accrued Liabilities | $50M | $37M | $53M | $53M | $93M | $61M | $69M | $46M | $31M | |
| Current Liabilities | $81M | $96M | $99M | $77M | $110M | $114M | $91M | $67M | $58M | |
| Capital Leases | $5M | $1M | $7M | $12M | $16M | $20M | $23M | · | · | |
| Other Non-current Liabilities | $0 | $121.0K | $121.0K | · | · | · | · | · | · | |
| Total Liabilities | $86M | $121M | $177M | $200M | $229M | $250M | $217M | $225M | $112M | |
| Long-term Debt | $23M | $68M | $102M | $102M | $102M | $84M | $95M | $152M | $48M | |
| Total Debt | $23M | $67M | $100M | $98M | $97M | $98M | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $4.0K | |
| Retained Earnings | $-1.28B | $-1.31B | $-1.35B | $-1.37B | $-1.37B | $-1.34B | $-1.28B | $-1.20B | $-1.09B | |
| AOCI | $36.0K | $6.0K | $-4.0K | $0 | $-2.0K | $0 | $62.0K | $-12.0K | · | |
| Stockholders' Equity | $130M | $92M | $53M | $22M | $-2M | $-6M | $17M | $34M | $53M | |
| Liabilities + Equity | $216M | $213M | $231M | $222M | $227M | $244M | $235M | $259M | $166M | |
| Shares Outstanding | 50,408,023 | 49,105,834 | 47,646,787 | 46,345,660 | 41,175,507 | 40,086,387 | 39,203,304 | 38,325,037 | 37,594,851 |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $12M | $12M | $10M | $11M | $10M | $8M | $7M | $3M | |
| Stock-based Comp | $7M | $8M | $10M | $12M | $33M | $37M | $57M | $87M | $109M | |
| Deferred Tax | $3M | $-7M | $0 | $0 | · | · | · | · | · | |
| Amort. of Intangibles | $10M | $10M | $8M | $8M | $8M | $6M | $4M | $4M | $2M | |
| Operating Cash Flow | $42M | $39M | $27M | $-16M | $21M | $773.0K | $22M | $-24M | $-172M | |
| CapEx | $71.0K | $56.0K | $140.0K | $0 | $0 | $46.0K | $306.0K | $439.0K | $431.0K | |
| Investing Cash Flow | $-36M | $-20M | $-19M | $7M | $-11M | $33M | $5M | $-58M | $-15M | |
| Debt Issued | · | · | · | · | · | · | $25M | $105M | $50M | |
| Net Debt Issued | · | · | · | · | · | · | $25M | $105M | $50M | |
| Financing Cash Flow | $-45M | $-34M | $0 | $12M | $-32M | $-10M | $-67M | $108M | $75M | |
| Net Change in Cash | $-40M | $-15M | $8M | $4M | $-22M | $24M | $-40M | $27M | $-113M | |
| Taxes Paid | $1M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $42M | $39M | $27M | $-16M | $21M | · | · | $-25M | $-173M | |
| Levered FCF | · | · | $14M | $-16M | $8M | · | · | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% | -13.5% | -14.4% | -37.7% | -1056.1% | |
| Net Margin | 13.6% | 13.1% | 9.2% | 0.00% | -11.5% | -26.7% | -27.8% | -45.2% | -1054.6% | |
| Pretax Margin | 15.7% | 10.5% | 9.6% | 0.20% | -11.4% | -26.6% | · | · | · | |
| EBITDA Margin | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% | -13.5% | -14.4% | -37.7% | -1056.1% | |
| ROA | 14.5% | 13.6% | 9.5% | 0.00% | -12.4% | -25.0% | -30.6% | -53.5% | -139.6% | |
| ROE | 26.5% | 37.1% | 46.8% | 0.01% | 435.8% | 1873.7% | -436.4% | -283.2% | -221.9% | |
| ROIC | 21.2% | 24.4% | 20.3% | 0.09% | 1.4% | -33.0% | · | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.5 | 1.6 | 1.7 | 1.3 | 1.3 | 1.8 | 3.0 | 1.8 | |
| Quick Ratio | 1.9 | 1.4 | 1.4 | 1.6 | 1.0 | 1.0 | 1.5 | 2.8 | 1.6 | |
| Debt / Equity | 0.2 | 0.7 | 1.9 | 4.5 | -39.7 | -16.5 | · | · | · | |
| LT Debt / Equity | 0.0 | 0.2 | 1.2 | 4.5 | -39.7 | -14.1 | · | · | · | |
| Interest Coverage | · | · | 2.4 | 2.0 | 0.1 | -2.2 | -2.6 | -8.6 | -406.1 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 1.0 | 1.0 | 1.1 | 0.9 | 1.1 | 1.2 | 0.1 | |
| Inventory Turnover | 8.2 | 8.2 | 10.8 | 9.5 | 12.1 | · | · | 14.9 | 5.5 | |
| Receivables Turnover | 5.3 | 5.8 | 5.3 | 6.3 | 8.7 | 8.3 | 11.0 | 16.5 | 5.7 |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.91% | -2.2% | 3.3% | -9.9% | 12.5% | · | · | · | · | |
| Revenue CAGR 3Y | 0.05% | -3.1% | 1.5% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.29% | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.6% | 37.8% | · | · | · | · | · | · | · | |
| Net Income YoY | 2.8% | 40.2% | 1079450.0% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2396.3% | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $228M | $230M | $236M | $228M | $253M | $225M | $272M | $251M | $28M | |
| Net Income TTM | $31M | $30M | $22M | $2.0K | $-29M | $-60M | $-76M | $-114M | $-292M | |
| Market Cap | $300M | $150M | $206M | $174M | $122M | $411M | $343M | $780M | $3.72B | |
| Enterprise Value | $225M | $116M | $210M | $191M | $137M | $416M | · | · | · | |
| P/E | 9.8 | 4.9 | 9.6 | · | -4.2 | -6.8 | · | · | · | |
| P/S | 1.3 | 0.6 | 0.9 | 0.8 | 0.5 | 1.8 | 1.3 | 3.1 | 134.2 | |
| P/B | 2.3 | 1.6 | 3.9 | 8.1 | -49.8 | -69.1 | 19.6 | 22.7 | 69.7 | |
| P / Tangible Book | 3.4 | 3.7 | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.2 | 3.8 | 7.6 | -11.0 | 5.9 | 532.1 | 15.3 | -32.4 | -21.5 | |
| P / FCF | 7.2 | 3.9 | 7.7 | -11.0 | 5.9 | · | · | -31.8 | -21.5 | |
| EV / EBITDA | 6.0 | 3.7 | 6.4 | 8.1 | 106.1 | -13.7 | · | · | · | |
| EV / FCF | 5.4 | 3.0 | 7.8 | -12.1 | 6.6 | · | · | · | · | |
| EV / Revenue | 1.0 | 0.5 | 0.9 | 0.8 | 0.5 | 1.8 | · | · | · | |
| Earnings Yield | 10.2% | 20.3% | 10.4% | 0.00% | -23.7% | -14.8% | · | · | · |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $57M | $45M | $75M | $54M | $52M | $46M | $59M | $81M | $47M | $44M | $72M | $56M | $55M | $53M | $66M | $57M | |
| Cost of Revenue | $12M | $10M | $23M | $12M | $12M | $11M | $14M | $29M | $11M | $11M | $24M | $13M | $12M | $13M | $17M | $12M | |
| SG&A Expense | $18M | $18M | $18M | $17M | $18M | $18M | $17M | $17M | $25M | $22M | $20M | $23M | $24M | $22M | $25M | $24M | |
| Operating Expenses | $49M | $49M | $58M | $45M | $46M | $42M | $46M | $58M | $49M | $46M | $57M | $48M | $50M | $48M | $56M | $55M | |
| Operating Income | $8M | $-4M | $17M | $10M | $7M | $4M | $13M | $22M | $-2M | $-2M | $15M | $9M | $5M | $4M | $10M | $2M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $3M | · | $3M | $3M | $3M | · | $3M | |
| Interest Income | $831.0K | $1M | $977.0K | $1M | $956.0K | $1M | $1M | $1M | $1M | $972.0K | $719.0K | $689.0K | $660.0K | $537.0K | $519.0K | $216.0K | |
| Other Non-op | $9.0K | $130.0K | $143.0K | $115.0K | $410.0K | $359.0K | $268.0K | $347.0K | $156.0K | $91.0K | $641.0K | $74.0K | $86.0K | $-42.0K | $-204.0K | $64.0K | |
| Pretax Income | $8M | $-3M | $17M | $9M | $6M | $3M | $12M | $21M | $-4M | $-5M | $13M | $6M | $2M | $2M | $-5M | $-293.0K | |
| Income Tax | · | · | · | · | · | · | $-7M | $291.0K | $378.0K | $220.0K | $536.0K | $213.0K | $187.0K | $147.0K | $294.0K | $67.0K | |
| Net Income | $8M | $-4M | $13M | $9M | $6M | $3M | $19M | $20M | $-5M | $-5M | $12M | $6M | $2M | $1M | $-6M | $-360.0K | |
| EPS (Basic) | $0.16 | $-0.07 | $0.26 | $0.18 | $0.12 | $0.06 | $0.40 | $0.41 | $-0.09 | $-0.10 | $0.26 | $0.12 | $0.05 | $0.03 | $-0.12 | $-0.01 | |
| EPS (Diluted) | $0.16 | $-0.07 | $0.26 | $0.17 | $0.12 | $0.06 | $0.40 | $0.41 | $-0.09 | $-0.10 | $0.25 | $0.12 | $0.05 | $0.03 | $-0.12 | $-0.01 | |
| Shares (Basic) | 50,939,946 | 50,845,130 | -99,623,885 | 50,339,456 | 49,700,217 | 49,595,697 | -96,841,433 | 49,008,464 | 48,292,414 | 48,189,256 | -93,781,152 | 47,520,338 | 46,759,062 | 46,636,083 | -88,159,871 | 45,567,739 | |
| Shares (Diluted) | 52,596,589 | 50,845,130 | -100,327,655 | 50,929,893 | 50,144,704 | 49,906,341 | -96,554,598 | 49,173,361 | 48,292,414 | 48,189,256 | -94,627,471 | 47,819,234 | 47,201,185 | 47,157,904 | -88,204,189 | 45,567,739 | |
| EBITDA | $8M | $-4M | · | $10M | $7M | · | · | $22M | $-2M | $-2M | · | $9M | $5M | $4M | · | $2M |
Balance general 26
| 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 | $37M | $36M | $30M | $54M | $55M | $63M | $69M | $67M | $67M | $77M | · | $82M | $60M | $61M | · | $78M | |
| Short-term Investments | $57M | $65M | $68M | $41M | $41M | $30M | $32M | $29M | $30M | $30M | · | $3M | $14M | $10M | · | $0 | |
| Receivables | $34M | $26M | $54M | $34M | $26M | $25M | $32M | $55M | $28M | $25M | · | $29M | $31M | $31M | · | $28M | |
| Inventory | $13M | $9M | $6M | $9M | $9M | $9M | $9M | $3M | $9M | $7M | · | $6M | $8M | $4M | · | $5M | |
| Prepaid Expense | $4M | $3M | $4M | $4M | $4M | $5M | $6M | $3M | $3M | $4M | · | $4M | $5M | $5M | · | $7M | |
| Other Current Assets | $199.0K | $196.0K | $256.0K | $230.0K | $73.0K | $98.0K | $91.0K | $236.0K | $241.0K | $255.0K | · | $2M | $573.0K | $449.0K | · | $4M | |
| Current Assets | $145M | $142M | $163M | $144M | $137M | $133M | $148M | $157M | $138M | $143M | · | $125M | $119M | $112M | · | $122M | |
| PP&E (Net) | $103.0K | $124.0K | $187.0K | $305.0K | $388.0K | $474.0K | $515.0K | $601.0K | $680.0K | $757.0K | · | $907.0K | $977.0K | $1M | · | $1M | |
| PP&E (Gross) | $3M | $3M | $5M | $7M | $8M | $8M | $8M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $9M | |
| Accum. Depreciation | $3M | $3M | $5M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | · | $8M | $8M | $8M | · | $7M | |
| Intangibles | · | · | $41M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $193M | $193M | $216M | $203M | $195M | $196M | $213M | $221M | $205M | $214M | · | $204M | $200M | $196M | · | $199M | |
| Accounts Payable | $3M | $8M | $5M | $6M | $5M | $6M | $6M | $8M | $14M | $9M | · | $5M | $8M | $9M | · | $15M | |
| Accrued Liabilities | $45M | $38M | $50M | $37M | $32M | $27M | $37M | $51M | $39M | $38M | · | $34M | $35M | $34M | · | $40M | |
| Current Liabilities | $50M | $60M | $81M | $83M | $79M | $87M | $96M | $110M | $104M | $98M | · | $67M | $60M | $48M | · | $60M | |
| Capital Leases | $4M | $5M | $5M | $5M | $0 | $0 | $1M | $3M | $4M | $6M | · | $8M | $10M | $11M | · | $13M | |
| Other Non-current Liabilities | · | · | $0 | $0 | $0 | $0 | $121.0K | $121.0K | $121.0K | · | · | · | · | · | · | · | |
| Total Liabilities | $54M | $64M | $86M | $88M | $90M | $99M | $121M | $150M | $156M | $163M | · | $165M | $170M | $170M | · | $177M | |
| Long-term Debt | $0 | $11M | $23M | $34M | $45M | $57M | $67M | $79M | $91M | $102M | · | $102M | $102M | $102M | · | $102M | |
| Total Debt | $0 | $11M | · | $34M | $45M | · | · | $78M | $89M | $100M | · | $99M | $99M | $99M | · | $98M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | $5.0K | · | $5.0K | |
| Retained Earnings | $-1.28B | $-1.29B | $-1.28B | $-1.30B | $-1.31B | $-1.31B | $-1.31B | $-1.33B | $-1.35B | $-1.35B | · | $-1.36B | $-1.36B | $-1.37B | · | $-1.36B | |
| AOCI | $-45.0K | $-31.0K | $36.0K | $19.0K | $-14.0K | $-11.0K | $6.0K | $26.0K | $-32.0K | $-26.0K | · | $-4.0K | $-6.0K | · | · | $0 | |
| Stockholders' Equity | $139M | $128M | $130M | $115M | $105M | $97M | $92M | $71M | $49M | $51M | $53M | $39M | $30M | $26M | $22M | $22M | |
| Liabilities + Equity | $193M | $193M | $216M | $203M | $195M | $196M | $213M | $221M | $205M | $214M | · | $204M | $200M | $196M | · | $199M | |
| Shares Outstanding | 51,102,687 | 50,879,204 | 50,408,023 | 50,384,274 | 49,892,725 | 49,615,174 | 49,105,834 | 49,067,348 | 48,460,120 | 48,214,663 | 47,646,787 | 47,542,790 | 46,947,153 | 46,663,599 | 46,345,660 | 45,608,814 |
Flujo de Efectivo 9
| 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 | $2M | $3M | |
| Stock-based Comp | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $3M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $800.0K | $2M | $2M | $2M | $2M | $2M | |
| Operating Cash Flow | $2M | $15M | $14M | $10M | $14M | $4M | $16M | $11M | $1M | $11M | $10M | $11M | $3M | $3M | $8M | $17M | |
| CapEx | $0 | $0 | $-36.0K | $26.0K | $20.0K | $61.0K | $16.0K | $20.0K | $20.0K | $0 | $45.0K | $27.0K | · | · | $0 | $0 | |
| Investing Cash Flow | $8M | $2M | $-27M | $506.0K | $-11M | $2M | $-2M | $259.0K | $703.0K | $-19M | $-8M | $11M | $-5M | $-17M | $-12M | $8M | |
| Financing Cash Flow | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $0 | $0 | $0 | $0 | $0 | $2M | $-53.0K | |
| Net Change in Cash | $-2M | $7M | $-24M | $-1M | $-8M | $-6M | $2M | $114.0K | $-10M | $-8M | $2M | $22M | $-1M | $-15M | $-2M | $25M | |
| Free Cash Flow | · | $15M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
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 | 13.4% | -8.5% | · | 17.6% | 12.7% | · | · | 27.4% | -4.6% | -5.2% | · | 15.3% | 9.0% | 8.3% | · | 4.2% | |
| Net Margin | 14.5% | -8.4% | · | 16.2% | 11.2% | · | · | 25.2% | -9.6% | -11.0% | · | 10.3% | 3.9% | 2.6% | · | -0.63% | |
| Pretax Margin | 14.6% | -7.6% | · | 17.0% | 11.8% | · | · | 25.6% | -8.8% | -10.5% | · | 10.7% | 4.2% | 2.9% | · | -0.51% | |
| EBITDA Margin | 13.4% | -8.5% | · | 17.6% | 12.7% | · | · | 27.4% | -4.6% | -5.2% | · | 15.3% | 9.0% | 8.3% | · | 4.2% | |
| ROA | 4.2% | -1.9% | · | 4.2% | 2.9% | · | · | 9.6% | -2.2% | -2.4% | · | 2.9% | 1.1% | 0.71% | · | -0.17% | |
| ROE | 6.7% | -3.3% | · | 9.5% | 7.6% | · | · | 37.0% | -11.5% | -12.5% | · | 19.0% | 8.5% | 8.5% | · | -6.4% | |
| ROIC | · | · | · | · | · | · | · | 14.6% | -1.7% | -1.6% | · | 6.0% | 3.5% | 3.2% | · | 2.5% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.4 | · | 1.7 | 1.7 | · | · | 1.4 | 1.3 | 1.5 | · | 1.9 | 2.0 | 2.3 | · | 2.0 | |
| Quick Ratio | 2.6 | 2.1 | · | 1.5 | 1.5 | · | · | 1.4 | 1.2 | 1.3 | · | 1.7 | 1.8 | 2.1 | · | 1.8 | |
| Debt / Equity | 0.0 | 0.1 | · | 0.3 | 0.4 | · | · | 1.1 | 1.8 | 2.0 | · | 2.6 | 3.3 | 3.8 | · | 4.4 | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | · | · | 0.5 | 0.9 | 1.1 | · | 2.0 | 2.9 | 3.8 | · | 4.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -0.7 | · | 2.6 | 1.5 | 1.3 | · | 0.8 |
Eficiencia 3
| 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 | 0.3 | 0.2 | · | 0.3 | 0.3 | · | · | 0.4 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.1 | 1.2 | · | 2.0 | 1.4 | · | · | 7.0 | 1.3 | 2.0 | · | 2.4 | 1.7 | 2.4 | · | 2.0 | |
| Receivables Turnover | 1.9 | 1.7 | · | 1.2 | 1.9 | · | · | 1.9 | 1.6 | 1.6 | · | 2.0 | 1.7 | 1.8 | · | 2.2 |
Valoración (TTM) 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 TTM | $208M | $198M | · | $233M | $226M | $217M | · | $228M | $202M | $207M | · | $221M | $224M | $215M | · | $209M | |
| Net Income TTM | $19M | $14M | · | $38M | $25M | $14M | · | $17M | $-1M | $5M | · | $9M | $13M | $7M | · | $-39M | |
| Market Cap | $414M | $325M | · | $268M | $171M | · | · | $125M | $158M | $256M | · | $125M | $166M | $144M | · | $108M | |
| Enterprise Value | $321M | $235M | · | $207M | $120M | · | · | $106M | $150M | $248M | · | $139M | $190M | $172M | · | $128M | |
| P/E | 21.3 | 22.8 | · | 7.0 | 6.9 | 10.6 | · | 7.5 | -163.0 | 53.0 | · | 13.8 | 12.6 | 20.6 | · | -2.4 | |
| P/S | 2.0 | 1.6 | · | 1.1 | 0.8 | · | · | 0.6 | 0.8 | 1.2 | · | 0.6 | 0.7 | 0.7 | · | 0.5 | |
| P/B | 3.0 | 2.5 | · | 2.3 | 1.6 | · | · | 1.8 | 3.3 | 5.0 | · | 3.2 | 5.5 | 5.6 | · | 4.9 | |
| P / Tangible Book | 3.0 | 2.5 | · | 2.3 | 1.6 | 1.5 | · | 1.8 | 3.3 | 5.0 | · | 3.2 | 5.5 | 5.6 | · | 4.9 | |
| P / Cash Flow | · | 21.1 | · | · | · | · | · | · | · | 22.7 | · | · | · | 54.6 | · | · | |
| P / FCF | · | 21.1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / EBITDA | 42.3 | -61.4 | · | 21.6 | 18.1 | · | · | 4.8 | -68.9 | -108.0 | · | 16.2 | 38.9 | 39.3 | · | 53.5 | |
| EV / FCF | · | 15.2 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 1.5 | 1.2 | · | 0.9 | 0.5 | · | · | 0.5 | 0.7 | 1.2 | · | 0.6 | 0.8 | 0.8 | · | 0.6 | |
| Earnings Yield | 4.7% | 4.4% | · | 14.3% | 14.6% | 9.5% | · | 13.3% | -0.61% | 1.9% | · | 7.2% | 7.9% | 4.9% | · | -40.9% |
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 | $228M | $230M | $236M | $228M | $253M |
| Margen Operativo % | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% |
| Beneficio neto | $31M | $30M | $22M | $2.0K | $-29M |
| EPS Diluido | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.2 | 0.7 | 1.9 | 4.5 | -39.7 |
| Ratio corriente | 2.0 | 1.5 | 1.6 | 1.7 | 1.3 |
| Ratio Rápido | 1.9 | 1.4 | 1.4 | 1.6 | 1.0 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $42M | $39M | $27M | $-16M | $21M |
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Propietarios institucionales (13F) 173 declarantes · $239.8M 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 |
|---|---|---|---|---|
| 28 (+2 vs trimestre anterior) | 15 (-2 vs trimestre anterior) | 56 (+1 vs trimestre anterior) | 47 (+7 vs trimestre anterior) | +4.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| ACORN CAPITAL ADVISORS, LLC | $33 504 835 | 4 131 299 | 13,97% | Acciones |
| VANGUARD GROUP INC | $21 011 306 | 3 531 312 | 8,76% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $18 815 168 | 2 319 996 | 7,85% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $14 891 687 | 1 836 213 | 6,21% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $14 887 065 | 1 835 643 | 6,21% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14 805 608 | 1 825 599 | 6,18% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $11 407 283 | 1 406 570 | 4,76% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $9 618 136 | 1 185 702 | 4,01% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9 113 880 | 1 123 783 | 3,80% | Acciones |
| STATE STREET CORP | $7 722 058 | 952 165 | 3,22% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $7 082 082 | 873 253 | 2,95% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6 420 006 | 791 616 | 2,68% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $6 080 862 | 749 798 | 2,54% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $5 214 292 | 642 946 | 2,17% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $4 884 166 | 602 240 | 2,04% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4 318 170 | 532 450 | 1,80% | Acciones |
| GLOBEFLEX CAPITAL L P | $3 104 565 | 382 807 | 1,29% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2 506 850 | 309 106 | 1,05% | Acciones |
| D. E. Shaw & Co., Inc. | $2 300 377 | 283 647 | 0,96% | Acciones |
| Russell Investments Group, Ltd. | $2 207 323 | 272 173 | 0,92% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 182 158 | 269 070 | 0,91% | Acciones |
| FEDERATED HERMES, INC. | $2 033 712 | 250 766 | 0,85% | Acciones |
| Empowered Funds, LLC | $1 786 763 | 220 316 | 0,75% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $1 764 290 | 217 545 | 0,74% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 758 256 | 216 801 | 0,73% | Acciones |
| FMR LLC | $1 708 274 | 210 638 | 0,71% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 600 095 | 197 299 | 0,67% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 526 562 | 188 232 | 0,64% | Acciones |
| Prospera Financial Services Inc | $1 287 530 | 158 762 | 0,54% | Acciones |
| Haven Private, LLC | $1 203 913 | 148 448 | 0,50% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 140 161 | 140 587 | 0,48% | Acciones |
| BlackRock, Inc. | $1 134 784 | 139 924 | 0,47% | Acciones |
| FIRST TRUST ADVISORS LP | $1 055 970 | 130 206 | 0,44% | Acciones |
| Bank of New York Mellon Corp | $1 048 964 | 129 342 | 0,44% | Acciones |
| Round Rock Advisors LLC | $1 045 476 | 128 912 | 0,44% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 040 051 | 128 243 | 0,43% | Acciones |
| STRS OHIO | $686 106 | 84 600 | 0,29% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $596 085 | 73 500 | 0,25% | Acciones |
| Trexquant Investment LP | $585 729 | 72 223 | 0,24% | Acciones |
| Vise Technologies, Inc. | $584 163 | 72 030 | 0,24% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $520 662 | 64 200 | 0,22% | Opción de compra |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $497 000 | 61 255 | 0,21% | Acciones |
| OpenArc Corporate Advisory, LLC | $482 472 | 59 491 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $466 397 | 57 510 | 0,19% | Acciones |
| TWO SIGMA ADVISERS, LP | $423 045 | 71 100 | 0,18% | Acciones |
| D'Orazio & Associates, Inc. | $394 795 | 48 680 | 0,16% | Acciones |
| Vanguard Global Advisers, LLC | $375 225 | 46 267 | 0,16% | Acciones |
| DEUTSCHE BANK AG\ | $350 287 | 43 192 | 0,15% | Acciones |
| Man Group plc | $336 614 | 41 506 | 0,14% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $333 240 | 41 090 | 0,14% | Acciones |
| WINTON GROUP Ltd | $328 528 | 40 509 | 0,14% | Acciones |
| XTX Topco Ltd | $326 801 | 40 296 | 0,14% | Acciones |
| State of Wyoming | $323 046 | 39 833 | 0,13% | Acciones |
| WELLS FARGO & COMPANY/MN | $304 977 | 37 605 | 0,13% | Acciones |
| EntryPoint Capital, LLC | $303 200 | 37 386 | 0,13% | Acciones |
| Baron Wealth Management LLC | $294 977 | 36 372 | 0,12% | Acciones |
| Creative Planning | $289 827 | 35 737 | 0,12% | Acciones |
| LPL Financial LLC | $280 095 | 34 537 | 0,12% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $279 673 | 34 485 | 0,12% | Acciones |
| BANK OF AMERICA CORP /DE/ | $257 468 | 31 747 | 0,11% | Acciones |
| Kathmere Capital Management, LLC | $252 805 | 31 172 | 0,11% | Acciones |
| FRANKLIN RESOURCES INC | $242 165 | 29 860 | 0,10% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $236 731 | 29 190 | 0,10% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $212 660 | 26 222 | 0,09% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $205 703 | 25 364 | 0,09% | Acciones |
| Metis Global Partners, LLC | $204 891 | 25 264 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $201 720 | 24 873 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $195 451 | 24 100 | 0,08% | Opción de venta |
| C2C Wealth Management, LLC | $191 558 | 23 620 | 0,08% | Acciones |
| Nuveen, LLC | $187 982 | 23 179 | 0,08% | Acciones |
| PRELUDE CAPITAL MANAGEMENT, LLC | $174 754 | 21 548 | 0,07% | Acciones |
| One Wealth Advisors, LLC | $170 951 | 21 079 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $165 306 | 20 383 | 0,07% | Acciones |
| CITIGROUP INC | $154 990 | 19 111 | 0,06% | Acciones |
| BAILARD, INC. | $146 791 | 18 100 | 0,06% | Acciones |
| Invesco Ltd. | $142 493 | 17 570 | 0,06% | Acciones |
| JANE STREET GROUP, LLC | $141 925 | 17 500 | 0,06% | Opción de compra |
| Spark Investment Management LLC | $137 870 | 17 000 | 0,06% | Acciones |
| MORGAN STANLEY | $137 416 | 16 944 | 0,06% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $136 490 | 21 360 | 0,06% | Acciones |
| Brandywine Global Investment Management, LLC | $129 710 | 21 800 | 0,05% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $127 481 | 15 719 | 0,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $125 510 | 15 476 | 0,05% | Acciones |
| Lido Advisors, LLC | $122 015 | 15 045 | 0,05% | Acciones |
| Mariner, LLC | $120 593 | 14 869 | 0,05% | Acciones |
| Caprock Group, LLC | $112 421 | 13 862 | 0,05% | Acciones |
| PERKINS CAPITAL MANAGEMENT INC | $108 674 | 13 400 | 0,05% | Acciones |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $107 960 | 13 312 | 0,05% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $105 624 | 13 203 | 0,04% | Acciones |
| UBS Group AG | $99 923 | 12 321 | 0,04% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $97 774 | 12 056 | 0,04% | Acciones |
| CWM, LLC | $97 531 | 15 263 | 0,04% | Acciones |
| R Squared Ltd | $97 247 | 11 991 | 0,04% | Acciones |
| Abel Hall, LLC | $93 427 | 11 520 | 0,04% | Acciones |
| IEQ CAPITAL, LLC | $86 542 | 10 671 | 0,04% | Acciones |
| Williams & Novak, LLC | $85 066 | 10 489 | 0,04% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $84 409 | 10 408 | 0,04% | Acciones |
| Ethic Inc. | $83 290 | 10 270 | 0,03% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $83 136 | 10 251 | 0,03% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $82 803 | 10 210 | 0,03% | Acciones |
Informantes de la empresa 24 insiders · 10 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Alan H Auerbach | President and CEO | 6 de julio de 2026 S | 7 261 671 | 0 | 1 | $-363 919 |
| Maximo F Nougues | Chief Financial Officer | 6 de julio de 2026 S | 230 637 | 0 | 1 | $-77 528 |
| Douglas M Hunt | The Reporting Person is the Senior Vice President of Regulatory Affairs of the Issuer. | 6 de julio de 2026 S | 196 841 | 0 | 1 | $-69 880 |
| Alvin F Wong | Chief Scientific Officer | 17 de junio de 2021 A | — | 0 | 0 | $0 |
| Richard Paul Bryce | Title of Reporting Person: Chief Medical and Scientific Officer | 5 de abril de 2021 S | 121 662 | 0 | 0 | $0 |
| Jeffrey Jerome Ludwig | Chief Commercial Officer | 17 de febrero de 2021 A | 36 069 | 0 | 0 | $0 |
| Steven Lo | Chief Commercial Officer | 22 de julio de 2019 S | 19 557 | 0 | 0 | $0 |
| Charles R Eyler | Title of Reporting Person: Senior Vice President, Finance and Administration and Treasurer | 4 de febrero de 2019 S | 31 957 | 0 | 0 | $0 |
| Robert Charnas | The Reporting Person is the Senior Vice President of Regulatory Affairs and Project Management of the Issuer. | 16 de febrero de 2017 A | 26 453 | 0 | 0 | $0 |
| Richard Benton Phillips | The Reporting Person is the Interim Head of Regulatory Affairs, Quality Assurance and Pharmacovigilance of the Issuer. | 15 de abril de 2016 A | — | 0 | 0 | $0 |
| Brian M Stuglik | Consejero | 12 de junio de 2026 S | 113 858 | 0 | 1 | $-58 320 |
| Allison Dorval | Consejero | 12 de junio de 2026 S | 90 780 | 0 | 1 | $-83 592 |
| Adrian Senderowicz | Consejero | 12 de junio de 2026 S | 27 000 | 0 | 1 | $-194 400 |
| Troy Edward Wilson | Consejero | 12 de junio de 2026 S | 59 750 | 0 | 1 | $-77 760 |
| Jay M Moyes | Consejero | 12 de junio de 2026 S | 58 322 | 0 | 1 | $-158 840 |
| Alessandra Cesano | Consejero | 11 de junio de 2026 A | 68 850 | 0 | 0 | $0 |
| MILLER MICHAEL PATRICK | Consejero | 11 de junio de 2026 A | 81 000 | 0 | 0 | $0 |
| Ann Calby Miller | Consejero | 15 de junio de 2021 A | 40 732 | 0 | 0 | $0 |
| Hugh O'Dowd | Consejero | 9 de junio de 2020 A | 25 748 | 0 | 0 | $0 |
| Frank Zavrl | Consejero | 9 de junio de 2020 A | 50 993 | 0 | 0 | $0 |
| Thomas Malley | Consejero | 15 de diciembre de 2014 A | 156 551 | 0 | 0 | $0 |
| Faraaz Siddiqi | — | 4 de octubre de 2011 D | 0 | 0 | 0 | $0 |
| Kapil Munjal | — | 4 de octubre de 2011 D | 0 | 0 | 0 | $0 |
| Robert Andrew Johnson | — | 4 de octubre de 2011 D | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 7 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 |
|---|---|---|---|---|---|
| Alan H. Auerbach ×6 presentaciones | 13 de diciembre de 2022 | — | Presentación inicial | — | SEC |
| Kapil Munjal 2) | 4 de octubre de 2011 | — | Presentación inicial | — | SEC |
| Faraaz Siddiqi 2) | 4 de octubre de 2011 | — | Presentación inicial | — | SEC |
| Robert Johnson 2) | 4 de octubre de 2011 | — | Presentación inicial | — | SEC |
| Robert Johnson | 21 de noviembre de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 19 de noviembre de 2007 | — | Presentación inicial | — | SEC |
| Faraaz Siddiqi | 19 de noviembre de 2007 | — | 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 36 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 |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0,72% | 52 608 NS | 30 de abril de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,46% | 233 908 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,08% | 150 797 SH | 8 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,06% | 34 260 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,05% | 1 924 360 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 55 680 NS | 31 de mayo de 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,03% | 2 746 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 95 559 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 32 358 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,02% | 356 623 SH | 8 de agosto de 2026 | Diario |
| BIB · ProShares Trust | 0,02% | 1 879 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 55 064 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 1 153 241 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 19 123 NS | 30 de abril de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,01% | 16 014 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 254 380 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 166 672 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 156 761 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 82 003 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 2 027 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 3 611 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,01% | 5 394 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 1 585 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,00% | 65 370 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,00% | 1 603 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 2 071 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 34 919 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 6 348 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 40 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 9 704 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 15 090 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 12 376 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 446 899 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 343 121 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 7 680 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 979 SH | 8 de agosto de 2026 | Diario |