PGC Peapack-Gladstone Financial Corporation - Common Stock
PGC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
PGC 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
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 7 de mayo de 2026 | $0,0500 |
| 12 de febrero de 2026 | $0,0500 |
| 6 de noviembre de 2025 | $0,0500 |
| 7 de agosto de 2025 | $0,0500 |
| 8 de mayo de 2025 | $0,0500 |
| 6 de febrero de 2025 | $0,0500 |
| 7 de noviembre de 2024 | $0,0500 |
| 8 de agosto de 2024 | $0,0500 |
| 8 de mayo de 2024 | $0,0500 |
| 7 de febrero de 2024 | $0,0500 |
| 8 de noviembre de 2023 | $0,0500 |
| 9 de agosto de 2023 | $0,0500 |
| 5 de mayo de 2023 | $0,0500 |
| 8 de febrero de 2023 | $0,0500 |
| 9 de noviembre de 2022 | $0,0500 |
| 10 de agosto de 2022 | $0,0500 |
| 11 de mayo de 2022 | $0,0500 |
| 9 de febrero de 2022 | $0,0500 |
| 9 de noviembre de 2021 | $0,0500 |
| 9 de agosto de 2021 | $0,0500 |
PGC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 25,0%
- Compra 5 62,5%
- Mantener 1 12,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-13Historial 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 | $0.85 | $0.88 | -0.03% |
| 31 de marzo de 2026 | $0.80 | $0.68 | 0.12% |
| 31 de diciembre de 2025 | $0.62 | $0.64 | -0.02% |
| 30 de septiembre de 2025 | $0.54 | $0.61 | -0.07% |
| 30 de junio de 2025 | $0.45 | $0.62 | -0.17% |
| 31 de marzo de 2025 | $0.43 | $0.51 | -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 |
|---|---|---|---|---|---|---|
| PGC | $489M | 13.3 | 24.1% | 13.2% | 5.8% | — |
| ORRF | $691M | 8.5 | 36.0% | 217.7% | 14.2% | — |
| IBCP | $668M | 9.9 | 0.30% | 213.7% | 14.1% | — |
| SMBC | — | 10.6 | 11.1% | 32.1% | 11.3% | — |
| FISI | $617M | 8.6 | 109.5% | 30.6% | 12.2% | — |
| HTB | $742M | 11.5 | — | 30.2% | 11.2% | — |
| SHBI | $591M | 9.9 | -0.27% | 285.4% | 10.3% | — |
| WASH | $562M | 10.9 | 127.6% | 22.8% | 9.8% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $283M | $228M | $230M | $242M | $210M | $189M | $175M | $159M | $146M | $125M | $108M | $89M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | $60M | |
| Interest Expense | · | · | $148M | $36M | $22M | $38M | $60M | $45M | $28M | $21M | $15M | $8M | |
| Interest Income | $363M | $328M | $304M | $212M | $160M | $166M | $181M | $160M | $139M | $117M | $99M | $76M | |
| Pretax Income | $52M | $45M | $67M | $102M | $78M | $32M | $66M | $58M | $54M | $43M | $32M | $24M | |
| Income Tax | $15M | $12M | $18M | $28M | $21M | $6M | $19M | $14M | $18M | $16M | $12M | $9M | |
| Net Income | $37M | $33M | $49M | $74M | $57M | $26M | $47M | $44M | $36M | $26M | $20M | $15M | |
| EPS (Basic) | $2.12 | $1.87 | $2.74 | $4.09 | $3.01 | $1.39 | $2.46 | $2.33 | $2.07 | $1.62 | $1.31 | $1.23 | |
| EPS (Diluted) | $2.10 | $1.85 | $2.71 | $4.00 | $2.93 | $1.37 | $2.44 | $2.31 | $2.03 | $1.60 | $1.29 | $1.22 | |
| Shares (Basic) | 17,612,244 | 17,664,640 | 17,849,558 | 18,161,605 | 18,788,679 | 18,896,825 | 19,268,870 | 18,965,305 | 17,659,625 | 16,318,868 | 15,187,637 | 12,065,615 | |
| Shares (Diluted) | 17,749,879 | 17,839,761 | 18,049,052 | 18,568,098 | 19,292,602 | 19,081,187 | 19,411,448 | 19,148,645 | 17,943,685 | 16,514,998 | 15,434,996 | 12,172,107 |
Balance general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $39M | $29M | $24M | $24M | $23M | $22M | $21M | $27M | $29M | $30M | $30M | $32M | |
| PP&E (Gross) | $84M | $71M | $63M | $61M | $59M | $56M | $53M | $63M | $62M | $60M | $56M | $56M | |
| Accum. Depreciation | $45M | $42M | $39M | $37M | $36M | $34M | $32M | $35M | $32M | $29M | $26M | $24M | |
| Goodwill | $36M | $36M | $36M | $36M | $36M | $33M | $30M | $24M | $17M | $2M | $2M | $563.0K | |
| Intangibles | $8M | $9M | $10M | $11M | $13M | $11M | $10M | $8M | $7M | $2M | $2M | · | |
| Total Assets | $7.53B | $7.01B | $6.48B | $6.35B | $6.08B | $5.89B | $5.18B | $4.62B | $4.26B | $3.88B | $3.36B | $2.70B | |
| Short-term Debt | $73M | · | $404M | $380M | · | $15M | $128M | $0 | $0 | · | $41M | $55M | |
| Deferred Tax | · | · | · | $15M | $39M | $33M | $26M | · | · | · | · | · | |
| Total Liabilities | $6.87B | $6.41B | $5.89B | $5.82B | $5.53B | $5.36B | $4.68B | $4.15B | $3.86B | $3.55B | $3.09B | $2.46B | |
| Total Debt | $73M | · | $404M | $380M | · | $15M | $128M | $0 | · | · | $41M | $55M | |
| Common Stock | $18M | $18M | $18M | $18M | $17M | $17M | $17M | $16M | $16M | $15M | $14M | $13M | |
| Treasury Stock | $123M | $118M | $110M | $98M | $65M | $36M | $30M | $9M | $9M | $9M | $9M | $9M | |
| AOCI | $-48M | $-66M | $-65M | $-74M | $-12M | $-1M | $-1M | $-2M | $-1M | $-2M | $-379.0K | $1M | |
| Stockholders' Equity | $658M | $606M | $584M | $533M | $546M | $527M | $504M | $469M | $404M | $324M | $276M | $242M | |
| Liabilities + Equity | $7.53B | $7.01B | $6.48B | $6.35B | $6.08B | $5.89B | $5.18B | $4.62B | $4.26B | $3.88B | $3.36B | $2.70B | |
| Shares Outstanding | 17,558,019 | 17,586,616 | 17,739,677 | 17,813,451 | 18,393,888 | 18,974,703 | 18,926,810 | 19,337,662 | 18,619,634 | 17,257,995 | 16,068,119 | 15,155,717 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | · | · | · | · | · | · | $189.0K | $122.0K | $156.0K | $319.0K | $283.0K | |
| Deferred Tax | $8M | $-14M | $-15M | $-7M | $9M | $8M | $10M | $17M | $14M | $952.0K | $-4M | $-1M | |
| Amort. of Intangibles | $1M | $1M | $1M | $2M | $2M | $1M | $1M | $1M | $321.0K | $124.0K | $82.0K | · | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $2M | · | |
| Operating Cash Flow | $43M | $71M | $70M | $119M | $75M | $37M | $86M | $64M | $56M | $43M | $30M | $27M | |
| CapEx | $14M | $8M | $3M | $4M | $4M | $3M | $2M | $1M | $2M | $3M | $2M | $4M | |
| Investing Cash Flow | $-736M | $-303M | $-147M | $-356M | $-754M | $-214M | $-487M | $-298M | $-436M | $-433M | $-625M | · | |
| Stock Repurchased | $5M | $7M | $12M | $33M | $29M | $6M | $21M | · | · | · | · | · | |
| Net Stock Activity | $-5M | $-7M | $-12M | $-33M | $-29M | $-6M | $-21M | · | · | · | · | · | |
| Dividends Paid | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $2M | |
| Financing Cash Flow | $489M | $436M | $75M | $280M | $172M | $622M | $448M | $281M | $330M | $483M | $634M | · | |
| Net Change in Cash | $-204M | $204M | $-2M | $43M | $-507M | $445M | $47M | $47M | $-49M | $93M | $39M | $-4M | |
| Taxes Paid | $20M | $18M | $18M | $25M | $16M | $10M | $4M | $4M | $12M | · | · | $8M | |
| Free Cash Flow | $29M | $63M | $67M | $115M | $72M | $34M | $85M | $63M | $54M | $40M | $28M | $23M | |
| Levered FCF | · | · | $-41M | $89M | $55M | $2M | $41M | $29M | $35M | $27M | $19M | $19M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 13.2% | 14.5% | 21.3% | 30.6% | 26.9% | 13.8% | 27.1% | 27.7% | 25.0% | 21.1% | 18.5% | 16.8% | |
| Pretax Margin | 18.5% | 19.7% | 29.3% | 42.2% | 36.9% | 16.9% | 37.8% | 36.2% | 37.3% | 34.1% | 29.7% | 27.4% | |
| ROA | 0.51% | 0.48% | 0.75% | 1.2% | 0.92% | 0.44% | 0.94% | 0.98% | 0.87% | 0.69% | 0.60% | 0.57% | |
| ROE | 5.8% | 5.4% | 8.6% | 14.2% | 10.4% | 5.0% | 9.5% | 9.6% | 10.0% | 8.8% | 7.7% | 7.2% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | · | 0.7 | 0.7 | · | 0.0 | 0.3 | 0.0 | · | · | 0.1 | 0.2 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.1% | -0.67% | -5.3% | 15.3% | 11.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.3% | 2.8% | 6.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 13.5% | -31.7% | -32.2% | 36.5% | 113.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -19.3% | -14.2% | 25.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 8.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 13.2% | -32.5% | -34.2% | 31.1% | 116.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -20.5% | -16.5% | 23.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 7.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -1.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $283M | $228M | $230M | $242M | $210M | $189M | $175M | $159M | $146M | $125M | $108M | $89M | |
| Net Income TTM | $37M | $33M | $49M | $74M | $57M | $26M | $47M | $44M | $36M | $26M | $20M | $15M | |
| Market Cap | $489M | $564M | $529M | $663M | $651M | $432M | $585M | $487M | $652M | $533M | $331M | $281M | |
| P/E | 13.3 | 17.3 | 11.0 | 9.3 | 12.1 | 16.6 | 12.7 | 10.9 | 17.3 | 19.3 | 16.0 | 15.2 | |
| P/S | 1.7 | 2.5 | 2.3 | 2.7 | 3.1 | 2.3 | 3.3 | 3.1 | 4.5 | 4.3 | 3.1 | 3.2 | |
| P/B | 0.7 | 0.9 | 0.9 | 1.2 | 1.2 | 0.8 | 1.2 | 1.0 | 1.6 | 1.6 | 1.2 | 1.2 | |
| P / Tangible Book | 0.8 | 1.0 | 1.0 | 1.4 | 1.3 | 0.9 | · | · | · | · | · | · | |
| P / Cash Flow | 11.3 | 7.9 | 7.5 | 5.6 | 8.6 | 11.8 | 6.8 | 7.6 | 11.7 | 12.4 | 10.9 | 10.3 | |
| P / FCF | 17.0 | 8.9 | 7.9 | 5.7 | 9.1 | 12.8 | 6.9 | 7.7 | 12.2 | 13.4 | 11.7 | 12.1 | |
| Dividend Yield | 0.72% | 0.63% | 0.67% | 0.55% | 0.58% | 0.88% | 0.66% | 0.76% | 0.54% | 0.62% | 0.94% | 0.86% | |
| Earnings Yield | 7.5% | 5.8% | 9.1% | 10.8% | 8.3% | 6.0% | 7.9% | 9.2% | 5.8% | 5.2% | 6.3% | 6.6% | |
| Payout Ratio | 9.4% | 10.7% | 7.3% | 4.9% | 6.7% | 14.4% | 8.2% | 8.4% | 9.7% | 12.4% | 15.5% | 16.2% | |
| Annual Payout | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $2M |
Estado de resultados 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $86M | $82M | $78M | $71M | $70M | $64M | $62M | $57M | $57M | $53M | $54M | $56M | $57M | $62M | · | $62M | |
| Operating Expenses | $64M | $63M | $54M | $52M | $58M | $54M | $48M | $45M | $43M | $40M | $38M | $37M | $38M | $36M | $33M | $34M | |
| Interest Expense | · | · | · | · | · | · | · | · | $44M | $45M | $44M | $42M | $36M | $27M | $16M | $9M | |
| Interest Income | $100M | $95M | $94M | $93M | $90M | $86M | $86M | $83M | $79M | $79M | $80M | $78M | $75M | $70M | $64M | $55M | |
| Pretax Income | $22M | $20M | $17M | $14M | $11M | $10M | $12M | $11M | $10M | $12M | $12M | $13M | $18M | $25M | $30M | $28M | |
| Income Tax | $6M | $6M | $5M | $4M | $3M | $3M | $3M | $3M | $2M | $4M | $3M | $4M | $5M | $7M | $9M | $8M | |
| Net Income | $16M | $14M | $12M | $10M | $8M | $8M | $9M | $8M | $8M | $9M | $9M | $9M | $13M | $18M | $21M | $20M | |
| EPS (Basic) | $0.89 | $0.80 | $0.69 | $0.55 | $0.45 | $0.43 | $0.53 | $0.43 | $0.42 | $0.49 | $0.49 | $0.49 | $0.73 | $1.03 | $1.15 | $1.11 | |
| EPS (Diluted) | $0.86 | $0.80 | $0.69 | $0.54 | $0.45 | $0.43 | $0.52 | $0.43 | $0.42 | $0.48 | $0.48 | $0.49 | $0.73 | $1.01 | $1.12 | $1.09 | |
| Shares (Basic) | 17,717,883 | 17,585,846 | -35,279,682 | 17,576,899 | 17,704,110 | 17,610,917 | -35,410,115 | 17,616,046 | 17,747,070 | 17,711,639 | -35,779,217 | 17,856,961 | 17,930,611 | 17,841,203 | · | 18,072,385 | |
| Shares (Diluted) | 18,625,408 | 17,760,678 | -35,522,559 | 17,686,979 | 17,773,237 | 17,812,222 | -35,457,924 | 17,700,042 | 17,792,296 | 17,805,347 | -36,303,233 | 18,010,127 | 18,078,848 | 18,263,310 | · | 18,420,661 |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $41M | $39M | $39M | $38M | $37M | $32M | $29M | $26M | $25M | $24M | · | $24M | $24M | $24M | · | $24M | |
| PP&E (Gross) | · | · | $84M | · | · | · | $71M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $45M | · | · | · | $42M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | $36M | |
| Intangibles | $7M | $7M | $8M | $8M | $8M | $8M | $9M | $9M | $9M | $10M | · | $10M | $10M | $11M | · | $11M | |
| Total Assets | $7.97B | $7.70B | $7.53B | $7.44B | $7.20B | $7.12B | $7.01B | $6.79B | $6.51B | $6.41B | $6.48B | $6.52B | $6.48B | $6.48B | · | $6.09B | |
| Short-term Debt | $75M | $64M | $73M | · | · | · | · | · | · | $119M | · | $471M | $485M | $379M | · | $32M | |
| Deferred Tax | · | $6M | · | · | · | · | · | · | · | · | · | · | $8M | $12M | · | $14M | |
| Total Liabilities | $7.25B | $7.00B | $6.87B | $6.80B | $6.57B | $6.50B | $6.41B | $6.19B | $5.92B | $5.83B | · | $5.96B | $5.91B | $5.93B | · | $5.57B | |
| Total Debt | $75M | $64M | · | · | · | · | · | · | · | $119M | · | $471M | $485M | $379M | · | $32M | |
| Common Stock | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | · | $18M | $18M | $18M | · | $17M | |
| Treasury Stock | $123M | $123M | $123M | $123M | $120M | $118M | $118M | $118M | $115M | $113M | · | $108M | $105M | $101M | · | $93M | |
| AOCI | $-50M | $-50M | $-48M | $-50M | $-56M | $-58M | $-66M | $-55M | $-68M | $-68M | · | $-82M | $-68M | $-67M | · | $-75M | |
| Stockholders' Equity | $716M | $699M | $658M | $643M | $630M | $622M | $606M | $608M | $588M | $582M | $584M | $559M | $565M | $555M | $533M | $516M | |
| Liabilities + Equity | $7.97B | $7.70B | $7.53B | $7.44B | $7.20B | $7.12B | $7.01B | $6.79B | $6.51B | $6.41B | · | $6.52B | $6.48B | $6.48B | · | $6.09B | |
| Shares Outstanding | 17,718,733 | 17,708,327 | 17,558,019 | 17,548,471 | 17,636,264 | 17,726,251 | 17,586,616 | 17,577,747 | 17,666,490 | 17,761,538 | 17,739,677 | 17,816,922 | 17,887,895 | 18,014,757 | 17,813,451 | 17,920,571 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $-11M | $8M | $11M | $-228.0K | $-5M | $2M | $-3M | $-3M | $-4M | $-4M | $-5M | $-6M | $-2M | $-2M | · | $-2M | |
| Amort. of Intangibles | $243.0K | $244.0K | $271.0K | $273.0K | $271.0K | $272.0K | $272.0K | $272.0K | $272.0K | $272.0K | $271.0K | $339.0K | $355.0K | $354.0K | · | $384.0K | |
| Operating Cash Flow | $51M | $25M | $-1M | $36M | $16M | $-8M | $26M | $25M | $852.0K | $19M | $1M | $25M | $5M | $39M | · | $35M | |
| CapEx | $3M | $1M | $3M | $2M | $6M | $4M | $4M | $2M | $1M | $1M | $978.0K | $919.0K | $735.0K | $643.0K | · | $2M | |
| Investing Cash Flow | $-292M | $-116M | $-258M | $-200M | $-5M | $-272M | $-321M | $-124M | $62M | $79M | $53M | $-51M | $-75M | $-75M | · | $2M | |
| Stock Repurchased | · | · | $0 | $3M | · | · | $0 | $3M | $2M | $2M | $2M | $3M | $5M | $3M | · | $10M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $-2M | · | · | · | $-3M | · | · | |
| Dividends Paid | $886.0K | $879.0K | $877.0K | $877.0K | $887.0K | $880.0K | $874.0K | $882.0K | $887.0K | $887.0K | $892.0K | $893.0K | $890.0K | $883.0K | · | $909.0K | |
| Financing Cash Flow | $241M | $157M | $99M | $196M | $73M | $121M | $193M | $276M | $58M | $-91M | $-55M | $43M | $-10M | $97M | · | $-83M | |
| Net Change in Cash | $480.0K | $66M | $-159M | $32M | $84M | $-159M | $-101M | $177M | $121M | $7M | $-198.0K | $16M | $-80M | $61M | · | $-45M | |
| Taxes Paid | $0 | $2M | $7M | $4M | $8M | $698.0K | $4M | $13M | $0 | $1M | $9M | $6M | $3M | $199.0K | · | $10M | |
| Free Cash Flow | · | $23M | · | · | · | $-11M | · | · | · | $18M | · | · | · | $38M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-13M | · | · | · | $19M | · | · |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 18.6% | 17.2% | · | 13.6% | 11.4% | 11.8% | · | 13.4% | 13.3% | 16.3% | · | 15.7% | 22.9% | 29.6% | · | 32.5% | |
| Pretax Margin | 25.9% | 23.9% | · | 19.2% | 16.2% | 16.2% | · | 19.0% | 16.9% | 23.4% | · | 22.6% | 31.5% | 40.2% | · | 44.8% | |
| ROA | 0.21% | 0.19% | · | 0.14% | 0.12% | 0.11% | · | 0.11% | 0.12% | 0.13% | · | 0.14% | 0.21% | 0.29% | · | 0.33% | |
| ROE | 2.4% | 2.1% | · | 1.5% | 1.3% | 1.3% | · | 1.3% | 1.3% | 1.5% | · | 1.6% | 2.4% | 3.4% | · | 3.8% |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | · | · | · | · | · | · | · | 0.2 | · | 0.8 | 0.9 | 0.7 | · | 0.1 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $309M | $287M | · | $261M | $247M | $231M | · | $222M | $223M | $228M | · | $237M | $243M | $240M | · | $231M | |
| Net Income TTM | $52M | $44M | · | $34M | $32M | $32M | · | $32M | $34M | $39M | · | $61M | $72M | $79M | · | $69M | |
| Market Cap | $839M | $624M | · | $484M | $498M | $503M | · | $482M | $400M | $432M | · | $457M | $484M | $534M | · | $603M | |
| P/E | 16.4 | 14.2 | · | 14.2 | 15.4 | 15.8 | · | 15.1 | 12.1 | 11.2 | · | 7.7 | 6.9 | 6.9 | · | 9.2 | |
| P/S | 2.7 | 2.2 | · | 1.9 | 2.0 | 2.2 | · | 2.2 | 1.8 | 1.9 | · | 1.9 | 2.0 | 2.2 | · | 2.6 | |
| P/B | 1.2 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.7 | 0.7 | · | 0.8 | 0.9 | 1.0 | · | 1.2 | |
| P / Tangible Book | 1.2 | 1.0 | · | 0.8 | 0.9 | 0.9 | · | 0.9 | 0.7 | 0.8 | · | 0.9 | 0.9 | 1.1 | · | 1.3 | |
| P / Cash Flow | · | 25.4 | · | · | · | -63.9 | · | · | · | 22.6 | · | · | · | 13.7 | · | · | |
| P / FCF | · | 26.8 | · | · | · | -43.9 | · | · | · | 24.0 | · | · | · | 13.9 | · | · | |
| Earnings Yield | 6.1% | 7.0% | · | 7.0% | 6.5% | 6.3% | · | 6.6% | 8.3% | 9.0% | · | 13.1% | 14.6% | 14.5% | · | 10.9% | |
| Payout Ratio | · | 6.2% | · | · | · | 11.6% | · | · | · | 10.3% | · | · | · | 4.8% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $283M | — | — | $228M | — |
| Beneficio neto | $37M | — | — | $33M | — |
| EPS Diluido | $2.10 | — | — | $1.85 | — |
Balance general
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | — | — | — | — |
Flujo de Efectivo
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $29M | — | — | $63M | — |
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Propietarios institucionales (13F) 185 declarantes · $421.6M 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 |
|---|---|---|---|---|
| 37 (+5 vs trimestre anterior) | 17 (+1 vs trimestre anterior) | 52 (0 vs trimestre anterior) | 46 (-1 vs trimestre anterior) | +797K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $47 731 380 | 1 008 480 | 11,32% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $33 399 882 | 705 681 | 7,92% | Acciones |
| STATE STREET CORP | $26 948 235 | 569 369 | 6,39% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $21 693 469 | 458 345 | 5,15% | Acciones |
| BROWN ADVISORY INC | $20 956 069 | 442 765 | 4,97% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $19 155 499 | 404 632 | 4,54% | Acciones |
| STRATEGIC VALUE BANK PARTNERS LLC | $17 910 429 | 378 416 | 4,25% | Acciones |
| ALGERT GLOBAL LLC | $16 863 442 | 356 295 | 4,00% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $13 778 000 | 291 105 | 3,27% | Acciones |
| BANC FUNDS CO LLC | $12 965 912 | 273 947 | 3,08% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $12 268 883 | 259 220 | 2,91% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $11 945 193 | 252 381 | 2,83% | Acciones |
| JPMORGAN CHASE & CO | $10 996 789 | 230 831 | 2,61% | Acciones |
| SALZHAUER MICHAEL | $10 253 179 | 216 632 | 2,43% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $9 162 804 | 193 594 | 2,17% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8 380 108 | 177 057 | 1,99% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7 799 511 | 164 790 | 1,85% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6 284 430 | 132 779 | 1,49% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5 918 143 | 125 040 | 1,40% | Acciones |
| Oppenheimer & Close, LLC | $5 913 221 | 124 936 | 1,40% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $5 156 367 | 108 945 | 1,22% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $4 346 598 | 91 836 | 1,03% | Acciones |
| Empowered Funds, LLC | $3 840 640 | 81 146 | 0,91% | Acciones |
| FMR LLC | $3 567 735 | 75 380 | 0,85% | Acciones |
| TWO SIGMA ADVISERS, LP | $3 381 547 | 121 420 | 0,80% | Acciones |
| Quantinno Capital Management LP | $3 208 407 | 67 788 | 0,76% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 041 898 | 64 270 | 0,72% | Acciones |
| Trexquant Investment LP | $3 022 115 | 63 852 | 0,72% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3 008 200 | 63 558 | 0,71% | Acciones |
| FIRST TRUST ADVISORS LP | $2 799 995 | 59 159 | 0,66% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 539 633 | 53 658 | 0,60% | Acciones |
| CACTI ASSET MANAGEMENT LLC | $2 508 490 | 53 000 | 0,60% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 490 836 | 52 627 | 0,59% | Acciones |
| BlackRock, Inc. | $2 421 308 | 51 158 | 0,57% | Acciones |
| PL Capital Advisors, LLC | $2 153 515 | 45 500 | 0,51% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $2 101 925 | 44 410 | 0,50% | Acciones |
| State of New Jersey Common Pension Fund D | $2 064 866 | 43 627 | 0,49% | Acciones |
| XTX Topco Ltd | $1 837 398 | 38 821 | 0,44% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $1 781 265 | 37 635 | 0,42% | Acciones |
| Numerai GP LLC | $1 710 980 | 36 150 | 0,41% | Acciones |
| D. E. Shaw & Co., Inc. | $1 668 856 | 35 260 | 0,40% | Acciones |
| LPL Financial LLC | $1 556 126 | 32 878 | 0,37% | Acciones |
| Vanguard Global Advisers, LLC | $1 442 618 | 30 480 | 0,34% | Acciones |
| Swiss National Bank | $1 415 167 | 29 900 | 0,34% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 356 005 | 28 650 | 0,32% | Acciones |
| Cannell & Spears LLC | $1 321 217 | 27 915 | 0,31% | Acciones |
| IFP Advisors, Inc | $1 256 470 | 26 547 | 0,30% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 237 443 | 26 145 | 0,29% | Acciones |
| SummerHaven Investment Management, LLC | $1 178 186 | 24 893 | 0,28% | Acciones |
| Ellsworth Advisors, LLC | $1 137 223 | 24 488 | 0,27% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $974 714 | 20 594 | 0,23% | Acciones |
| RHUMBLINE ADVISERS | $952 130 | 20 117 | 0,23% | Acciones |
| FIRST MANHATTAN CO. LLC. | $946 600 | 20 000 | 0,22% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $932 969 | 19 712 | 0,22% | Acciones |
| Skopos Labs, Inc. | $893 137 | 25 366 | 0,21% | Acciones |
| Bank of New York Mellon Corp | $865 429 | 18 285 | 0,21% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $796 239 | 22 614 | 0,19% | Acciones |
| STRS OHIO | $785 678 | 16 600 | 0,19% | Acciones |
| Russell Investments Group, Ltd. | $712 837 | 15 061 | 0,17% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $702 188 | 14 836 | 0,17% | Acciones |
| AlphaQuest LLC | $635 398 | 22 815 | 0,15% | Acciones |
| Boston Partners | $629 160 | 13 293 | 0,15% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $616 757 | 13 031 | 0,15% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $603 694 | 12 755 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $601 659 | 12 712 | 0,14% | Acciones |
| AlphaCore Capital LLC | $590 347 | 12 473 | 0,14% | Acciones |
| Elk River Wealth Management LLC | $586 892 | 12 400 | 0,14% | Acciones |
| Congress Wealth Management LLC / DE / | $507 109 | 17 950 | 0,12% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $485 968 | 13 802 | 0,12% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $481 535 | 10 174 | 0,11% | Acciones |
| PINNACLE ASSOCIATES LTD | $475 808 | 10 053 | 0,11% | Acciones |
| Balyasny Asset Management L.P. | $456 687 | 9 649 | 0,11% | Acciones |
| TRANSCEND CAPITAL ADVISORS, LLC | $443 245 | 9 365 | 0,11% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $425 970 | 9 000 | 0,10% | Acciones |
| R Squared Ltd | $425 828 | 8 997 | 0,10% | Acciones |
| Rafferty Asset Management, LLC | $425 686 | 8 994 | 0,10% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $425 071 | 8 981 | 0,10% | Acciones |
| BARCLAYS PLC | $421 947 | 8 915 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $418 634 | 8 845 | 0,10% | Acciones |
| FRANKLIN RESOURCES INC | $391 892 | 8 280 | 0,09% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $381 953 | 8 070 | 0,09% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $373 860 | 7 899 | 0,09% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $372 724 | 7 875 | 0,09% | Acciones |
| Inscription Capital, LLC | $356 679 | 7 536 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $351 899 | 7 435 | 0,08% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $351 662 | 7 430 | 0,08% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $350 242 | 7 400 | 0,08% | Acciones |
| FEDERATED HERMES, INC. | $342 054 | 7 227 | 0,08% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $333 298 | 7 042 | 0,08% | Acciones |
| CITADEL ADVISORS LLC | $321 844 | 6 800 | 0,08% | Opción de compra |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $321 702 | 6 797 | 0,08% | Acciones |
| DIVERSIFIED TRUST CO | $318 057 | 6 720 | 0,08% | Acciones |
| Invesco Ltd. | $298 936 | 6 316 | 0,07% | Acciones |
| Sequoia Financial Advisors, LLC | $292 642 | 6 183 | 0,07% | Acciones |
| IEQ CAPITAL, LLC | $291 185 | 6 152 | 0,07% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $281 235 | 5 942 | 0,07% | Acciones |
| Merit Financial Group, LLC | $272 842 | 5 765 | 0,06% | Acciones |
| JANUS HENDERSON GROUP PLC | $271 979 | 7 719 | 0,06% | Acciones |
| Aaron Wealth Advisors LLC | $271 201 | 5 730 | 0,06% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $255 384 | 5 525 | 0,06% | Acciones |
Informantes de la empresa 44 insiders · 15 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Douglas L Kennedy | President & CEO | 11 de febrero de 2026 A | 241 926 | 1 | 0 | $397 732 |
| Frank A. Cavallaro | SEVP & Chief Financial Officer | 31 de marzo de 2026 P | 14 714 | 1 | 0 | $101 006 |
| Andrew F. Corrado | President Peapack Private NY | 31 de julio de 2026 M | — | 0 | 0 | $0 |
| Gregory Martin Smith | SEVP, President Comml Banking | 20 de marzo de 2026 M | 13 872 | 0 | 1 | $-93 280 |
| Robert A. Plante | EVP, Chief Operating Officer | 20 de marzo de 2026 M | 69 478 | 0 | 0 | $0 |
| Lisa Chalkan | EVP, Chief Credit Officer | 29 de junio de 2026 S | 26 075 | 0 | 2 | $-126 485 |
| John P Babcock | SEVP & Pres of Priv Wealth Mgt | 29 de junio de 2026 S | 45 582 | 0 | 1 | $-235 550 |
| Francesco S Rossi | SVP/Chief Accounting Officer | 11 de junio de 2026 S | 3 370 | 0 | 2 | $-113 071 |
| Stuart M. Vorcheimer | EVP, Comm & Ind Lndg | 20 de marzo de 2026 M | 10 875 | 0 | 0 | $0 |
| Maureen Hemhauser | EVP & Chief Risk Officer | 20 de marzo de 2026 M | 9 580 | 0 | 1 | $-187 578 |
| Jeffrey J Carfora | SEVP | 20 de marzo de 2023 A | 128 557 | 0 | 0 | $0 |
| Vincent A Spero | EVP, Head of Comml Real Estate | 18 de agosto de 2022 S | 37 179 | 0 | 0 | $0 |
| Eric H. Waser | EVP, Head of Investment Bkg | 22 de junio de 2022 F | 18 327 | 0 | 0 | $0 |
| Todd Poland | EVP, General Counsel | 2 de agosto de 2021 P | 1 155 | 0 | 0 | $0 |
| Richard Debel | EVP, Deposit Solutions | 19 de mayo de 2020 F | 2 175 | 0 | 0 | $0 |
| Anthony W. Spinelli | Consejero | 8 de junio de 2026 S | 11 742 | 0 | 1 | $-89 260 |
| Patrick Campion | Consejero | 30 de marzo de 2026 P | 3 105 | 1 | 1 | $40 198 |
| Peter D. Horst | Consejero | 20 de marzo de 2026 A | 4 733 | 0 | 0 | $0 |
| Carmen M Bowser | Consejero | 20 de marzo de 2026 A | 10 368 | 0 | 0 | $0 |
| Richard Daingerfield | Consejero | 20 de marzo de 2026 A | 5 113 | 0 | 0 | $0 |
| Susan A Cole | Consejero | 20 de marzo de 2026 A | 12 935 | 0 | 0 | $0 |
| Edward A Gramigna JR | Consejero | 20 de marzo de 2026 A | 20 401 | 0 | 1 | $-56 |
| Steven A Kass | Consejero | 20 de marzo de 2026 A | 16 238 | 0 | 0 | $0 |
| Anthony J Consi | Consejero | 20 de marzo de 2026 A | 110 436 | 0 | 0 | $0 |
| Duffield F Meyercord | Consejero | 20 de marzo de 2026 A | 146 721 | 0 | 0 | $0 |
| Beth Welsh | Consejero | 31 de marzo de 2025 P | 15 497 | 0 | 0 | $0 |
| Patrick J. Mullen | Consejero | 20 de marzo de 2025 A | — | 0 | 0 | $0 |
| Philip W Smith III | Consejero | 20 de marzo de 2025 A | 51 416 | 0 | 0 | $0 |
| Timothy E Doyle | — | 22 de junio de 2021 F | 5 191 | 0 | 0 | $0 |
| Anthony V Bilotta JR | — | 20 de marzo de 2018 A | 16 619 | 0 | 0 | $0 |
| James R Lamb | — | 20 de marzo de 2018 A | 21 456 | 0 | 0 | $0 |
| John D Kissel | — | 20 de marzo de 2018 A | 42 212 | 0 | 0 | $0 |
| Finn Mw Caspersen Jr | — | 29 de diciembre de 2017 F | 65 290 | 0 | 0 | $0 |
| Karen A Rockoff | — | 11 de marzo de 2016 F | 13 468 | 0 | 0 | $0 |
| Frank A Kissel | — | 10 de febrero de 2015 G | 115 471 | 0 | 0 | $0 |
| John R Mulcahy | — | 12 de diciembre de 2013 P | 4 321 | 0 | 0 | $0 |
| Craig C Spengeman | — | 13 de septiembre de 2013 S | 25 816 | 0 | 0 | $0 |
| Edward A Merton | — | 2 de enero de 2013 A | 29 835 | 0 | 0 | $0 |
| Robert Martin Rogers | — | 3 de enero de 2012 A | 27 249 | 0 | 0 | $0 |
| HILL PAMELA | — | 3 de enero de 2012 A | 68 546 | 0 | 0 | $0 |
| Arthur F Birmingham | — | 2 de febrero de 2009 M | 8 345 | 0 | 0 | $0 |
| Garrett P Bromley | — | 23 de enero de 2009 M | 9 182 | 0 | 0 | $0 |
| Leonard T Hill | — | 24 de agosto de 2005 P | 149 156 | 0 | 0 | $0 |
| Jack D Stine | — | 7 de junio de 2005 S | 22 634 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| James M. Weichert | 30 de abril de 2014 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 15 de marzo de 2007 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 45 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 |
|---|---|---|---|---|
| FSCC · Federated Hermes ETF Trust | 0,11% | 6 798 NS | 31 de mayo de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,09% | 11 171 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 37 277 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 13 150 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,06% | 355 345 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,05% | 87 290 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 101 192 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 6 969 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 754 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 58 457 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 76 440 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 589 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 594 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 3 752 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 45 069 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 632 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 15 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 608 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 6 072 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 808 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 3 839 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 131 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 4 261 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 7 818 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| ITOT · iShares Trust | — | — | 22 de julio de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |
| ISCB · iShares Trust | — | — | 20 de julio de 2026 | Diario |
| ISCG · iShares Trust | — | — | 21 de julio de 2026 | Diario |
| ISCV · iShares Trust | — | — | 20 de julio de 2026 | Diario |
| WSML · iShares Trust | — | — | 20 de julio de 2026 | Diario |