PHM PulteGroup, Inc. Common Stock
Acerca de PulteGroup, Inc. Common Stock Descripción general de la empresa de Wikipedia
PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.
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PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.
The company operates in 45 markets in 23 states. In 2021, it ranked 284th on the Fortune 500. The company was founded by William J. Pulte in Michigan, and moved its headquarters to Atlanta in 2014. Since 2016, Ryan Marshall has been the president and CEO of the company.
History
Early history
In 1950, at the age of 18 years, William J. Pulte, began building and selling houses. In 1956, he formed the company, Pulte Homes, Inc which was based in Bloomfield Hills, Michigan. In 1972, the company became a public company via an initial public offering. In 1998, the company acquired Divosta for an estimated $150 million, and it also acquired Radnor Homes for an undisclosed amount.
Since 2000
In 2001, Pulte Homes, Inc acquired Del E. Webb Construction Company, founded by Del Webb, for $1.8 billion. In 2003, the company acquired Sivage-Thomas Homes. In 2009, the company acquired Centex for $1.3 billion in stock. In August 2014, the company acquired the real-estate assets of Dominion Homes for $82 million.
The company changed its name from Pulte Homes, Inc. to PulteGroup, Inc. in March 2010. In 2013, PulteGroup launched Built to Honor program, which provides homes to veterans with disabilities from the Army, Marine Corps, Navy, Air Force, and Coast Guard, as well as Gold Star families in 18 U.S. states.
In 2016, the company acquired some homebuilding assets of John Wieland Homes and Neighborhoods, a premier builder of luxury homes. In April 2019, the company acquired the homebuilding operations of American West Homes for $150 million.
Since 2020
In 2023 and 2024, PulteGroup and Centex Homes built and awarded homes to US veterans in Houston and North Carolina. This was a part of the company’s Operation Coming Home and the U.S. Veterans Corps. In 2025, the company expanded its Del Webb brand to introduce Del Webb Explore in California and Florida. The company has also partnered with Fastbrick Robotics to build homes in Florida using a robotic construction technology.
In February 2025, PulteGroup expanded its Build Your Future SkillPointe Scholarship program, with a $100,000 investment to support individuals from diverse backgrounds who are pursuing careers in residential homebuilding and technologies. In May 2025, the organization’s Built to Honor Program completed its 100th home.
Financials
Legal affairs
Stucco defects in Florida homes
In 2019, after an investigation by Florida Attorney General Ashley Moody, Pulte agreed to pay $4.7 million in restitution and make repairs to houses it sold in Florida that had cracks in stucco applied to a wood frame, stucco delamination, and improper installation of weep screed.
Dismissed lawsuit regarding propping up sale prices
In October 2009, a class-action lawsuit was filed by Steve Berman accusing the company of artificially propping up house sales prices and contributing to the United States housing bubble. The lawsuit was dismissed by the court.
2009 allegations of systematic construction defects
On March 26, 2009, Building Justice, a project of the International Union of Painters and the Sheet Metal Workers International Association, with support from the AFL-CIO, released the report of a survey of 872 Pulte and Del Webb home owners in Arizona, Nevada, and California, in which 63% of respondents reported construction defects in their homes. The report "Poorly Built by Pulte, No Different at Del Webb: Homeowner Dissatisfaction in Arizona, Nevada, and California" was published on the project's website.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
PHM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
PHM 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 |
|---|---|
| 16 de junio de 2026 | $0,2600 |
| 17 de marzo de 2026 | $0,2600 |
| 16 de diciembre de 2025 | $0,2600 |
| 16 de septiembre de 2025 | $0,2200 |
| 17 de junio de 2025 | $0,2200 |
| 18 de marzo de 2025 | $0,2200 |
| 17 de diciembre de 2024 | $0,2200 |
| 17 de septiembre de 2024 | $0,2000 |
| 18 de junio de 2024 | $0,2000 |
| 14 de marzo de 2024 | $0,2000 |
| 18 de diciembre de 2023 | $0,2000 |
| 15 de septiembre de 2023 | $0,1600 |
| 16 de junio de 2023 | $0,1600 |
| 17 de marzo de 2023 | $0,1600 |
| 13 de diciembre de 2022 | $0,1600 |
| 21 de septiembre de 2022 | $0,1500 |
| 9 de junio de 2022 | $0,1500 |
| 14 de marzo de 2022 | $0,1500 |
| 14 de diciembre de 2021 | $0,1500 |
| 17 de septiembre de 2021 | $0,1400 |
PHM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 13,6%
- Compra 9 40,9%
- Mantener 8 36,4%
- Venta 2 9,1%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
14 analistas · 2026-08-25Historial 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 | $2.48 | $2.39 | 0.09% |
| 31 de marzo de 2026 | $1.79 | $1.84 | -0.05% |
| 31 de diciembre de 2025 | $2.56 | $2.84 | -0.28% |
| 30 de septiembre de 2025 | $2.96 | $2.92 | 0.04% |
| 30 de junio de 2025 | $3.03 | $2.99 | 0.04% |
| 31 de marzo de 2025 | $2.57 | $2.44 | 0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PHM | $22.60B | 10.5 | -3.5% | 12.8% | 17.4% | — |
| DHI | $49.90B | 14.6 | -6.9% | 10.5% | 14.5% | — |
| LEN | — | — | — | — | — | — |
| NVR | $20.42B | 16.7 | -1.9% | 13.0% | 34.8% | — |
| TOL | $12.79B | 10.0 | 1.1% | 12.3% | 16.9% | — |
| IBP | $7.00B | 26.7 | 1.0% | 8.9% | 38.6% | 34.0% |
| SKY | $3.98B | 19.8 | 7.3% | 7.8% | 13.3% | 26.4% |
| MTH | $4.49B | 10.4 | — | — | 8.7% | — |
| CVCO | $3.61B | 19.4 | 11.4% | 8.5% | 17.4% | 23.5% |
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 | $17.31B | $17.95B | $16.06B | $16.00B | $13.74B | $11.04B | $10.21B | · | $8.57B | $7.67B | $5.98B | $5.82B | |
| SG&A Expense | $1.57B | $1.32B | $1.31B | $1.38B | $1.21B | $1.01B | $1.04B | $1.01B | $892M | $957M | $795M | $861M | |
| Interest Expense | $605.0K | $479.0K | $469.0K | $284.0K | $502.0K | $4M | $584.0K | $618.0K | $503.0K | $686.0K | · | $849.0K | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | · | $5M | |
| Other Non-op | $-92M | $62M | $38M | $-64M | $-20M | $-18M | $-9M | $-14M | $-32M | $-57M | $-17M | $-27M | |
| Income Tax | $693M | $923M | $847M | $822M | $564M | $322M | $323M | $326M | $492M | $331M | $322M | $215M | |
| Net Income | $2.22B | $3.08B | $2.60B | $2.62B | $1.95B | $1.41B | $1.02B | $1.02B | $447M | $603M | $494M | $474M | |
| EPS (Basic) | $11.21 | $14.82 | $11.79 | $11.07 | $7.44 | $5.19 | $3.67 | $3.56 | $1.45 | $1.76 | $1.38 | $1.27 | |
| EPS (Diluted) | $11.12 | $14.69 | $11.72 | $11.01 | $7.43 | $5.18 | $3.66 | $3.55 | $1.44 | $1.75 | $1.36 | $1.26 | |
| Shares (Basic) | 197,966,000 | 208,107,000 | 219,958,000 | 235,010,000 | 259,285,000 | 268,553,000 | 274,495,000 | 283,578,000 | 305,089,000 | 339,747,000 | 356,576,000 | 370,377,000 | |
| Shares (Diluted) | 199,537,000 | 209,829,000 | 221,163,000 | 236,166,000 | 259,928,000 | 269,414,000 | 275,297,000 | 284,865,000 | 306,814,000 | 342,123,000 | 359,793,000 | 374,102,000 |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.98B | $1.61B | $1.81B | $1.05B | $1.78B | $2.58B | $1.22B | $1.11B | $273M | $699M | $754M | $1.29B | |
| Receivables | · | · | · | · | · | · | $6M | $41M | $80M | $66M | $28M | $5M | |
| PP&E (Net) | $239M | $253M | $222M | $200M | $149M | $132M | $112M | $93M | $71M | $77M | $86M | $75M | |
| Accum. Depreciation | $344M | $287M | $264M | $242M | $228M | $229M | $219M | $209M | $206M | $193M | $186M | $192M | |
| Goodwill | $40M | $69M | $69M | $69M | · | · | · | · | · | · | · | · | |
| Intangibles | $26M | $46M | $56M | $67M | $147M | $163M | $125M | $127M | $141M | $155M | $110M | $123M | |
| Total Assets | $18.05B | $17.36B | $16.09B | $14.80B | $13.35B | $12.21B | $10.72B | $10.17B | $9.69B | $10.18B | $9.19B | $8.56B | |
| Deferred Tax | $448M | $444M | $302M | $215M | $166M | $104M | $0 | · | · | · | · | · | |
| Total Liabilities | $5.06B | $5.24B | $5.70B | $5.88B | $5.86B | $5.64B | $5.26B | $5.36B | $5.53B | $5.52B | $4.43B | $3.76B | |
| Long-term Debt | $44M | $31M | $74M | $77M | $64M | · | · | · | · | · | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | |
| Paid-in Capital | $3.49B | $3.43B | $3.37B | $3.33B | $3.29B | $3.26B | $3.24B | $3.20B | $3.17B | $3.12B | $3.09B | $3.07B | |
| Retained Earnings | $9.49B | $8.69B | $7.01B | $5.58B | $4.20B | $3.31B | $2.22B | $1.61B | $980M | $1.54B | $1.66B | $1.73B | |
| AOCI | · | · | · | $0 | $-45.0K | $-145.0K | $-245.0K | $-345.0K | $-445.0K | $-526.0K | $-609.0K | $-690.0K | |
| Stockholders' Equity | $12.99B | $12.12B | $10.38B | $8.91B | $7.49B | $6.57B | $5.46B | $4.82B | $4.15B | $4.66B | $4.76B | $4.80B | |
| Liabilities + Equity | $18.05B | $17.36B | $16.09B | $14.80B | $13.35B | $12.21B | $10.72B | $10.17B | $9.69B | $10.18B | $9.19B | $8.57B | |
| Shares Outstanding | 192,725,000 | 202,913,000 | 212,558,000 | 225,840,000 | 249,326,000 | 266,464,000 | 270,235,000 | 277,110,000 | 286,752,000 | 319,090,000 | 349,149,000 | 369,459,000 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $113M | $89M | $81M | $71M | $70M | $66M | $54M | $49M | $51M | $54M | $46M | $40M | |
| Stock-based Comp | $55M | $55M | $48M | $43M | $37M | $33M | $28M | $28M | $34M | $22M | $25M | $29M | |
| Deferred Tax | $11M | $151M | $104M | $107M | $59M | $138M | $105M | $363M | $422M | $335M | $312M | $224M | |
| Amort. of Intangibles | $20M | $10M | $10M | $11M | $16M | $20M | $14M | $14M | $14M | $14M | $13M | $13M | |
| Operating Cash Flow | $1.87B | $1.68B | $2.20B | $668M | $1.00B | $1.78B | $1.08B | $1.45B | $663M | $68M | $-338M | $308M | |
| CapEx | $123M | $119M | $92M | $113M | $73M | $58M | $58M | $59M | $32M | $39M | $45M | $49M | |
| Investing Cash Flow | $-80M | $-94M | $-129M | $-172M | $-124M | $-108M | $-225M | $-40M | $-50M | $-471M | $-35M | $-123M | |
| Debt Issued | · | · | · | · | · | · | · | · | $0 | $2.00B | $498M | $0 | |
| Net Debt Issued | $-25M | $-356M | $-123M | $-5M | $-837M | $-65M | $-310M | $-83M | $-135M | $1.01B | $261M | · | |
| Stock Issued | · | · | $0 | $0 | $11.0K | $111.0K | $6M | $7M | $28M | $6M | $11M | $16M | |
| Stock Repurchased | $1.20B | $1.20B | $1.00B | $1.07B | $897M | $171M | $274M | $295M | $910M | $603M | $443M | $253M | |
| Net Stock Activity | $-1.20B | $-1.20B | $-1.00B | $-1.07B | $-897M | $-171M | $-268M | $-296M | $-889M | $-597M | $-432M | $-237M | |
| Dividends Paid | $177M | $168M | $142M | $144M | $148M | $130M | $122M | $104M | $113M | $125M | $116M | $76M | |
| Financing Cash Flow | $-1.44B | $-1.78B | $-1.31B | $-1.24B | $-1.68B | $-296M | $-734M | $-580M | $-1.03B | $351M | $-162M | $-529M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | $-539M | $-287M | |
| Taxes Paid | $699M | $740M | $784M | $642M | $457M | $264M | $137M | $89M | $15M | $3M | $-6M | $1M | |
| Free Cash Flow | $1.75B | $1.56B | $2.10B | $556M | $931M | $1.73B | $1.02B | $1.39B | $631M | $29M | $-394M | $260M |
Rentabilidad 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 12.8% | 17.2% | 16.2% | 16.1% | 14.0% | · | · | · | 5.2% | 7.9% | 8.3% | 8.2% | |
| ROA | 12.5% | 18.4% | 16.9% | 18.6% | 15.2% | 12.3% | 9.7% | 10.3% | 4.5% | 6.2% | 5.6% | 5.5% | |
| ROE | 17.4% | 26.0% | 25.5% | 30.6% | 26.6% | 22.0% | 19.1% | 21.4% | 10.5% | 12.9% | 10.6% | 10.0% |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.0 | 1.2 | 1.1 | · | · | · | 0.9 | 0.8 | 0.7 | 0.7 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | 116.8 | 163.2 | 367.0 | 1323.3 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -3.5% | 11.7% | 0.37% | 16.5% | 24.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.7% | 9.3% | 13.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -24.3% | 25.3% | 6.5% | 48.2% | 43.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 0.33% | 25.5% | 31.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 16.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -28.0% | 18.5% | -0.57% | 34.5% | 38.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -5.4% | 16.6% | 22.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $17.31B | $17.95B | $16.06B | $16.00B | $13.74B | $11.04B | $10.21B | $10.19B | $8.57B | $7.67B | $5.98B | $5.82B | |
| Net Income TTM | $2.22B | $3.08B | $2.60B | $2.62B | $1.95B | $1.41B | $1.02B | $1.02B | $447M | $603M | $494M | $474M | |
| Market Cap | $22.60B | $22.10B | $21.94B | $10.28B | $14.25B | $11.49B | $10.49B | $7.20B | $9.53B | $5.86B | $6.22B | $7.93B | |
| P/E | 10.5 | 7.4 | 8.8 | 4.1 | 7.7 | 8.3 | 10.6 | 7.3 | 23.1 | 10.5 | 13.1 | 17.0 | |
| P/S | 1.3 | 1.2 | 1.4 | 0.6 | 1.0 | 1.0 | 1.0 | 0.7 | 1.1 | 0.8 | 1.0 | 1.4 | |
| P/B | 1.7 | 1.8 | 2.1 | 1.2 | 1.9 | 1.7 | 1.9 | 1.5 | 2.3 | 1.3 | 1.3 | 1.7 | |
| P / Tangible Book | 1.7 | 1.8 | 2.1 | 1.2 | 1.9 | 1.8 | · | · | · | · | · | · | |
| P / Cash Flow | 12.1 | 13.1 | 10.0 | 15.4 | 14.2 | 6.4 | 9.7 | 5.0 | 14.4 | 85.9 | -17.9 | 25.6 | |
| P / FCF | 12.9 | 14.1 | 10.4 | 18.5 | 15.3 | 6.7 | 10.3 | 5.2 | 15.1 | 202.4 | -15.8 | 30.4 | |
| Dividend Yield | 0.78% | 0.76% | 0.65% | 1.4% | 1.0% | 1.1% | 1.2% | 1.4% | 1.2% | 2.1% | 1.9% | 0.95% | |
| Earnings Yield | 9.5% | 13.5% | 11.3% | 24.2% | 13.0% | 12.0% | 9.4% | 13.7% | 4.3% | 9.5% | 7.6% | 5.9% | |
| Payout Ratio | 8.0% | 5.4% | 5.5% | 5.5% | 7.6% | 9.2% | 12.0% | 10.2% | 25.2% | 20.7% | 23.5% | 16.0% | |
| Annual Payout | $177M | $168M | $142M | $144M | $148M | $130M | $122M | $104M | $113M | $125M | $116M | $76M |
Estado de resultados 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.98B | $3.41B | $4.61B | $4.40B | $4.40B | $3.89B | $4.92B | $4.48B | $4.60B | $3.95B | $4.29B | $4.00B | $4.19B | $3.58B | $5.08B | $3.90B | |
| Cost of Revenue | $2.92B | $2.53B | · | $3.18B | $3.15B | $2.77B | · | $3.12B | $3.16B | $2.73B | · | $2.77B | $2.89B | $2.50B | · | $2.66B | |
| SG&A Expense | $383M | $380M | $389M | $401M | $390M | $393M | $196M | $407M | $361M | $358M | $308M | $353M | $315M | $337M | $351M | $350M | |
| Other Non-op | $2M | $3M | $-101M | $3M | $3M | $3M | $50M | $3M | $2M | $6M | $30M | $3M | $3M | $3M | $-71M | $1M | |
| Income Tax | $150M | $102M | $154M | $182M | $199M | $158M | $269M | $208M | $239M | $206M | $236M | $209M | $233M | $170M | $282M | $183M | |
| Net Income | $472M | $347M | $502M | $586M | $608M | $523M | $913M | $698M | $809M | $663M | $711M | $639M | $720M | $532M | $882M | $628M | |
| EPS (Basic) | $2.49 | $1.81 | $2.59 | $2.98 | $3.05 | $2.59 | $4.45 | $3.38 | $3.86 | $3.13 | $3.29 | $2.92 | $3.23 | $2.35 | $3.79 | $2.70 | |
| EPS (Diluted) | $2.48 | $1.79 | $2.56 | $2.96 | $3.03 | $2.57 | $4.41 | $3.35 | $3.83 | $3.10 | $3.26 | $2.90 | $3.21 | $2.35 | $3.76 | $2.69 | |
| Shares (Basic) | 189,388,000 | 192,088,000 | -399,876,000 | 196,536,000 | 199,243,000 | 202,063,000 | -420,051,000 | 206,774,000 | 209,547,000 | 211,837,000 | -445,617,000 | 218,288,000 | 222,160,000 | 225,127,000 | -478,081,000 | 230,967,000 | |
| Shares (Diluted) | 190,583,000 | 193,403,000 | -402,949,000 | 198,141,000 | 200,681,000 | 203,664,000 | -423,378,000 | 208,460,000 | 211,201,000 | 213,546,000 | -447,868,000 | 219,682,000 | 223,392,000 | 225,957,000 | -480,645,000 | 232,300,000 |
Balance general 15
| 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 | $1.34B | $1.81B | $1.98B | $1.45B | $1.23B | $1.24B | $1.61B | $1.40B | $1.39B | $1.72B | · | $1.85B | $1.73B | $1.28B | · | $231M | |
| PP&E (Net) | · | · | $239M | · | · | · | $253M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $344M | · | · | · | $287M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $40M | $40M | $40M | $69M | $69M | $69M | $69M | $69M | $69M | $69M | · | $69M | $69M | $69M | · | · | |
| Intangibles | · | · | $26M | · | · | · | $46M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $18.26B | $18.20B | $18.05B | $17.85B | $17.59B | $17.34B | $17.36B | $16.96B | $16.54B | $16.50B | · | $15.72B | $15.23B | $14.83B | · | $14.21B | |
| Deferred Tax | · | · | $448M | · | · | · | $444M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $5.25B | $5.24B | $5.06B | $5.02B | $5.01B | $5.04B | $5.24B | $5.39B | $5.32B | $5.73B | · | $5.70B | $5.52B | $5.57B | · | $6.05B | |
| Long-term Debt | · | · | $44M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | · | · | $2M | · | · | · | $2M | · | · | · | · | · | · | · | · | · | |
| Paid-in Capital | · | · | $3.49B | · | · | · | $3.43B | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | · | · | $9.49B | · | · | · | $8.69B | · | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $13.01B | $12.95B | $12.99B | $12.83B | $12.57B | $12.30B | $12.12B | $11.56B | $11.22B | $10.76B | $10.38B | $10.01B | $9.71B | $9.26B | $8.91B | $8.16B | |
| Liabilities + Equity | $18.26B | $18.20B | $18.05B | $17.85B | $17.59B | $17.34B | $17.36B | $16.96B | $16.54B | $16.50B | · | $15.72B | $15.23B | $14.83B | · | $14.21B | |
| Shares Outstanding | 187,673,000 | 190,771,000 | 192,724,978 | 195,170,000 | 197,599,000 | 200,565,000 | 202,912,881 | 205,375,000 | 207,905,000 | 210,658,000 | 212,558,000 | 216,135,000 | 219,892,000 | 223,522,000 | 225,840,000 | 228,232,000 |
Flujo de Efectivo 15
| 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 | $25M | $25M | $37M | $26M | $25M | $25M | $24M | $22M | $22M | $21M | $21M | $21M | $20M | $19M | $19M | $19M | |
| Stock-based Comp | $15M | $19M | $12M | $12M | $13M | $18M | $15M | $10M | $12M | $17M | $10M | $10M | $15M | $12M | $3M | $10M | |
| Deferred Tax | $4M | $9M | $-41M | $32M | $-615.0K | $20M | $35M | $27M | $52M | $37M | $-28M | $39M | $65M | $28M | $63M | $23M | |
| Amort. of Intangibles | $1M | $1M | $13M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Operating Cash Flow | $17M | $160M | $771M | $678M | $288M | $134M | $568M | $456M | $417M | $240M | $288M | $458M | $739M | $711M | $972M | $-406M | |
| CapEx | $30M | $25M | $31M | $27M | $35M | $30M | $24M | $39M | $31M | $24M | $25M | $22M | $21M | $24M | $24M | $26M | |
| Investing Cash Flow | $-63M | $-25M | $-16M | $-25M | $551.0K | $-40M | $14M | $-42M | $-39M | $-27M | $-34M | $-41M | $-30M | $-24M | $-17M | $-32M | |
| Net Debt Issued | · | $-600M | · | · | · | $-3M | · | · | · | $-11M | · | · | · | $-4M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $373M | $308M | $300M | $300M | $300M | $300M | $320M | $320M | $314M | $246M | $300M | $300M | $250M | $150M | $100M | $180M | |
| Net Stock Activity | · | $-308M | · | · | · | $-300M | · | · | · | $-246M | · | · | · | $-150M | · | · | |
| Dividends Paid | $50M | $52M | $43M | $44M | $44M | $46M | $41M | $42M | $42M | $43M | $35M | $35M | $36M | $36M | $35M | $35M | |
| Financing Cash Flow | $-420M | $-300M | $-226M | $-441M | $-297M | $-472M | $-383M | $-405M | $-698M | $-296M | $-305M | $-295M | $-259M | $-455M | $-152M | $-3M | |
| Taxes Paid | $266M | $4M | $165M | $141M | $323M | $70M | $193M | $181M | $364M | $1M | $238M | $166M | $380M | $209.0K | $148M | $203M | |
| Free Cash Flow | · | $134M | · | · | · | $105M | · | · | · | $216M | · | · | · | $688M | · | · |
Rentabilidad 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 11.8% | 10.2% | · | 13.3% | 13.8% | 13.4% | · | 15.6% | 17.6% | 16.8% | · | 16.0% | 17.2% | 14.9% | · | 15.9% | |
| ROA | 2.6% | 1.9% | · | 3.4% | 3.6% | 3.1% | · | 4.3% | 5.1% | 4.2% | · | 4.3% | 5.0% | 3.8% | · | 4.7% | |
| ROE | 3.7% | 2.8% | · | 4.8% | 5.1% | 4.5% | · | 6.5% | 7.7% | 6.6% | · | 7.0% | 8.3% | 6.4% | · | 8.2% |
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 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 |
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 | $16.20B | $16.11B | · | $17.18B | $17.37B | $16.92B | · | $17.03B | $16.74B | $15.72B | · | $15.66B | $15.54B | $14.50B | · | $14.40B | |
| Net Income TTM | $2.01B | $2.06B | · | $2.42B | $2.64B | $2.69B | · | $2.81B | $2.83B | $2.55B | · | $2.52B | $2.53B | $2.27B | · | $2.21B | |
| Market Cap | $25.75B | $22.44B | · | $25.79B | $20.84B | $20.62B | · | $29.48B | $22.89B | $25.41B | · | $16.00B | $17.08B | $13.03B | · | $8.56B | |
| P/E | 13.4 | 11.4 | · | 11.1 | 8.3 | 8.0 | · | 10.9 | 8.4 | 10.4 | · | 6.6 | 7.1 | 6.1 | · | 4.1 | |
| P/S | 1.6 | 1.4 | · | 1.5 | 1.2 | 1.2 | · | 1.7 | 1.4 | 1.6 | · | 1.0 | 1.1 | 0.9 | · | 0.6 | |
| P/B | 2.0 | 1.7 | · | 2.0 | 1.7 | 1.7 | · | 2.5 | 2.0 | 2.4 | · | 1.6 | 1.8 | 1.4 | · | 1.0 | |
| P / Tangible Book | 2.0 | 1.7 | · | 2.0 | 1.7 | 1.7 | · | 2.6 | 2.1 | 2.4 | · | 1.6 | 1.8 | 1.4 | · | 1.0 | |
| P / Cash Flow | · | 140.4 | · | · | · | 153.6 | · | · | · | 106.0 | · | · | · | 18.3 | · | · | |
| P / FCF | · | 167.0 | · | · | · | 197.1 | · | · | · | 117.8 | · | · | · | 18.9 | · | · | |
| Earnings Yield | 7.5% | 8.8% | · | 9.0% | 12.1% | 12.5% | · | 9.2% | 11.8% | 9.6% | · | 15.1% | 14.1% | 16.5% | · | 24.2% | |
| Payout Ratio | · | 15.0% | · | · | · | 8.8% | · | · | · | 6.4% | · | · | · | 6.8% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $17.31B | $17.95B | $16.06B | $16.00B | $13.74B |
| Beneficio neto | $2.22B | $3.08B | $2.60B | $2.62B | $1.95B |
| EPS Diluido | $11.12 | $14.69 | $11.72 | $11.01 | $7.43 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.75B | $1.56B | $2.10B | $556M | $931M |
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Propietarios institucionales (13F) 1 159 declarantes · $14.6B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 124 (-1 vs trimestre anterior) | 90 (+3 vs trimestre anterior) | 379 (+5 vs trimestre anterior) | 387 (+7 vs trimestre anterior) | +11.6M |
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 CAPITAL MANAGEMENT LLC | $1 709 338 031 | 12 457 824 | 11,70% | Acciones |
| STATE STREET CORP | $1 261 091 690 | 9 174 111 | 8,63% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 119 447 543 | 8 158 644 | 7,66% | Acciones |
| GREENHAVEN ASSOCIATES INC | $748 610 762 | 5 455 949 | 5,12% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $635 122 890 | 4 649 179 | 4,35% | Acciones |
| NORGES BANK | $595 428 009 | 4 339 538 | 4,07% | Acciones |
| FMR LLC | $521 393 437 | 3 799 967 | 3,57% | Acciones |
| FIRST TRUST ADVISORS LP | $433 956 253 | 3 162 716 | 2,97% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $352 081 769 | 2 566 007 | 2,41% | Acciones |
| Caisse de depot et placement du Quebec | $287 030 834 | 2 091 909 | 1,96% | Acciones |
| AMERIPRISE FINANCIAL INC | $249 280 679 | 1 816 735 | 1,71% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $219 830 688 | 1 602 144 | 1,50% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $202 890 369 | 1 478 685 | 1,39% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $160 105 175 | 1 166 862 | 1,10% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $146 734 158 | 1 069 413 | 1,00% | Acciones |
| GOLDMAN SACHS GROUP INC | $134 315 829 | 978 907 | 0,92% | Acciones |
| Public Sector Pension Investment Board | $128 481 111 | 936 383 | 0,88% | Acciones |
| VANGUARD GROUP INC | $127 918 817 | 1 090 899 | 0,88% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $125 029 457 | 911 227 | 0,86% | Acciones |
| BANK OF AMERICA CORP /DE/ | $121 002 755 | 881 880 | 0,83% | Acciones |
| Capital Research Global Investors | $117 377 255 | 855 457 | 0,80% | Acciones |
| MENORA MIVTACHIM HOLDINGS LTD. | $91 409 302 | 666 200 | 0,63% | Acciones |
| BARCLAYS PLC | $88 492 081 | 644 939 | 0,61% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $86 086 103 | 627 404 | 0,59% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $81 526 097 | 594 170 | 0,56% | Acciones |
| Nuveen, LLC | $79 084 963 | 576 379 | 0,54% | Acciones |
| Schonfeld Strategic Advisors LLC | $77 763 353 | 566 747 | 0,53% | Acciones |
| Swedbank AB | $77 501 558 | 564 839 | 0,53% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $76 778 737 | 559 571 | 0,53% | Acciones |
| Swiss National Bank | $74 148 284 | 540 400 | 0,51% | Acciones |
| Quantinno Capital Management LP | $73 115 818 | 532 875 | 0,50% | Acciones |
| Freestone Grove Partners LP | $72 746 272 | 530 182 | 0,50% | Acciones |
| National Pension Service | $70 580 550 | 514 398 | 0,48% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $65 662 669 | 478 556 | 0,45% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $65 619 996 | 478 245 | 0,45% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $63 334 352 | 461 587 | 0,43% | Acciones |
| ASSETMARK, INC | $62 444 397 | 455 101 | 0,43% | Acciones |
| Legal & General Group Plc | $62 342 461 | 454 358 | 0,43% | Acciones |
| Prana Capital Management, LP | $60 513 040 | 441 025 | 0,41% | Acciones |
| California Public Employees Retirement System | $58 108 847 | 423 503 | 0,40% | Acciones |
| Vanguard Global Advisers, LLC | $57 878 059 | 421 821 | 0,40% | Acciones |
| Homestead Advisers Corp | $57 119 700 | 416 294 | 0,39% | Acciones |
| STRS OHIO | $54 939 844 | 400 407 | 0,38% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $53 424 497 | 389 363 | 0,37% | Acciones |
| SEIZERT CAPITAL PARTNERS, LLC | $52 242 159 | 380 746 | 0,36% | Acciones |
| Pictet Asset Management Holding SA | $51 625 674 | 376 253 | 0,35% | Acciones |
| Rafferty Asset Management, LLC | $51 555 834 | 375 744 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $49 992 628 | 364 352 | 0,34% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $49 333 229 | 359 552 | 0,34% | Acciones |
| Alyeska Investment Group, L.P. | $49 148 348 | 358 198 | 0,34% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $47 328 669 | 344 936 | 0,32% | Acciones |
| UBS Group AG | $46 902 769 | 341 832 | 0,32% | Acciones |
| Eurizon Capital SGR S.p.A. | $46 892 372 | 341 756 | 0,32% | Acciones |
| JANE STREET GROUP, LLC | $45 471 394 | 331 400 | 0,31% | Opción de compra |
| BAMCO INC /NY/ | $45 241 842 | 329 727 | 0,31% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $43 752 836 | 318 875 | 0,30% | Acciones |
| CLOUGH CAPITAL PARTNERS L P | $43 706 873 | 318 540 | 0,30% | Acciones |
| MILFORD FUNDS LTD | $42 828 729 | 312 140 | 0,29% | Acciones |
| CITADEL ADVISORS LLC | $40 847 417 | 297 700 | 0,28% | Opción de venta |
| BlackRock, Inc. | $40 071 906 | 292 048 | 0,27% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $39 693 618 | 289 291 | 0,27% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $38 289 025 | 326 531 | 0,26% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $37 580 377 | 272 796 | 0,26% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $33 944 245 | 247 389 | 0,23% | Acciones |
| Teewinot Capital Advisers, L.L.C. | $33 825 832 | 246 526 | 0,23% | Acciones |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $32 244 350 | 235 000 | 0,22% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $32 235 960 | 274 092 | 0,22% | Acciones |
| Jefferies Financial Group Inc. | $31 756 157 | 231 442 | 0,22% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $30 645 050 | 260 565 | 0,21% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $30 036 400 | 218 908 | 0,21% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $28 365 423 | 206 730 | 0,19% | Acciones |
| LPL Financial LLC | $28 361 766 | 206 704 | 0,19% | Acciones |
| FRANKLIN RESOURCES INC | $28 275 002 | 206 071 | 0,19% | Acciones |
| AEGON ASSET MANAGEMENT UK Plc | $27 860 765 | 203 052 | 0,19% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $27 347 800 | 199 148 | 0,19% | Acciones |
| Allspring Global Investments Holdings, LLC | $26 633 884 | 200 874 | 0,18% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $25 864 281 | 188 500 | 0,18% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25 697 375 | 187 285 | 0,18% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $25 443 948 | 185 438 | 0,17% | Acciones |
| AVIVA PLC | $24 911 848 | 181 560 | 0,17% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $24 804 138 | 180 775 | 0,17% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $24 040 564 | 175 210 | 0,16% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $23 604 431 | 171 121 | 0,16% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $23 298 258 | 169 800 | 0,16% | Acciones |
| Man Group plc | $23 177 513 | 168 920 | 0,16% | Acciones |
| JANE STREET GROUP, LLC | $22 598 487 | 164 700 | 0,15% | Opción de venta |
| Assenagon Asset Management S.A. | $22 337 514 | 162 798 | 0,15% | Acciones |
| Corient Private Wealth LP | $21 611 992 | 157 511 | 0,15% | Acciones |
| QRG CAPITAL MANAGEMENT, INC. | $20 756 370 | 151 274 | 0,14% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $20 375 959 | 148 502 | 0,14% | Acciones |
| Moran Wealth Management, LLC | $20 294 594 | 147 909 | 0,14% | Acciones |
| Distillate Capital Partners LLC | $19 613 758 | 142 947 | 0,13% | Acciones |
| SCS Capital Management LLC | $19 294 112 | 140 617 | 0,13% | Acciones |
| Aptus Capital Advisors, LLC | $19 143 127 | 139 517 | 0,13% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $18 859 000 | 137 449 | 0,13% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $18 623 513 | 135 730 | 0,13% | Acciones |
| ROYAL BANK OF CANADA | $18 573 000 | 135 360 | 0,13% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $18 546 950 | 135 172 | 0,13% | Acciones |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $18 104 997 | 131 951 | 0,12% | Acciones |
| Brandywine Global Investment Management, LLC | $17 977 834 | 153 316 | 0,12% | Acciones |
Informantes de la empresa 57 insiders · 20 directivos · 24 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ryan Marshall | Chief Exec Officer, President | 5 de febrero de 2025 A | 702 065 | 0 | 0 | $0 |
| Patrick Beirne | Area President | 10 de febrero de 2014 F | 125 549 | 0 | 0 | $0 |
| John B Bertero III | Area President | 30 de marzo de 2012 F | 88 384 | 0 | 0 | $0 |
| Matthew William Koart | Exec. VP & COO | 6 de febrero de 2026 S | 42 418 | 0 | 1 | $-2 078 809 |
| Harmon D Smith | EVP & Chief Operating Officer | 11 de febrero de 2019 F | 286 426 | 0 | 0 | $0 |
| Steven C Petruska | Ex VP, COO | 18 de agosto de 2010 F | 461 476 | 0 | 0 | $0 |
| Kevin A Henry | EVP and Chief People Officer | 22 de junio de 2026 F | 12 580 | 0 | 1 | $-729 600 |
| Todd N Sheldon | EVP, Gen Counsel, Corp Sec'y | 12 de noviembre de 2025 G | 73 758 | 0 | 0 | $0 |
| Brien P. O'Meara | Vice President & Controller | 13 de febrero de 2025 S | 11 372 | 0 | 0 | $0 |
| John James Chadwick | Exec VP & Chief Operating Ofcr | 14 de febrero de 2023 S | 87 428 | 0 | 0 | $0 |
| Michelle H. Hairston | Senior Vice President - HR | 6 de febrero de 2023 F | 77 316 | 0 | 0 | $0 |
| Stephen P Schlageter | SVP Operations & Strategy | 27 de abril de 2020 M | 68 148 | 0 | 0 | $0 |
| James L Ossowski | Senior Vice President Finance | 5 de febrero de 2020 A | 34 841 | 0 | 0 | $0 |
| James R Ellinghausen | Exec. Vice President-HR | 12 de febrero de 2018 F | 199 981 | 0 | 0 | $0 |
| Steven M Cook | EVP, Ch. Legal Ofcr, Corp Secy | 9 de febrero de 2017 A | 263 495 | 0 | 0 | $0 |
| Michael John Schweninger | VP & Controller | 6 de febrero de 2013 A | 77 426 | 0 | 0 | $0 |
| Roger A Cregg | Exec VP, Chief Fin Officer | 2 de junio de 2011 F | 654 114 | 0 | 0 | $0 |
| Gregory M Nelson | Vice President | 19 de febrero de 2010 M | 143 120 | 0 | 0 | $0 |
| Bruce E Robinson | Vice President/Treasurer | 11 de febrero de 2010 A | 75 541 | 0 | 0 | $0 |
| Peter J Keane | SVP-Operations | 10 de febrero de 2009 A | 144 726 | 0 | 0 | $0 |
| Thomas J Folliard | Consejero | 29 de abril de 2026 A | 8 230 | 0 | 1 | $-4 959 480 |
| Bryce Blair | Consejero | 29 de abril de 2026 A | 134 372 | 0 | 0 | $0 |
| Cheryl W Grise | Consejero | 29 de abril de 2026 A | 12 410 | 0 | 0 | $0 |
| Kristen Actis-Grande | Consejero | 30 de abril de 2025 A | 3 360 | 0 | 0 | $0 |
| Lila Snyder | Consejero | 30 de abril de 2025 A | 6 372 | 0 | 0 | $0 |
| John R. Peshkin | Consejero | 30 de abril de 2025 A | 5 615 | 0 | 0 | $0 |
| Brian P Anderson | Consejero | 30 de abril de 2025 A | 58 449 | 0 | 0 | $0 |
| James Phillip Holloman | Consejero | 6 de mayo de 2024 A | 4 380 | 0 | 0 | $0 |
| Bill Pulte | Consejero | 28 de febrero de 2020 S | 0 | 0 | 0 | $0 |
| Patrick J Oleary | Consejero | 21 de febrero de 2018 M | 89 010 | 0 | 0 | $0 |
| Joshua Gotbaum | Consejero | 2 de mayo de 2017 A | 5 615 | 0 | 0 | $0 |
| Richard J Dugas JR | Consejero | 17 de abril de 2017 M | 1 049 927 | 0 | 0 | $0 |
| James J Postl | Consejero | 4 de mayo de 2016 A | 113 136 | 0 | 0 | $0 |
| Ennis Debra J Kelly | Consejero | 4 de mayo de 2016 A | 100 935 | 0 | 0 | $0 |
| David N Mccammon | Consejero | 1 de junio de 2012 A | 211 787 | 0 | 0 | $0 |
| Bernard W Reznicek | Consejero | 1 de junio de 2012 A | 89 059 | 0 | 0 | $0 |
| Thomas M Schoewe | Consejero | 13 de septiembre de 2011 P | 67 263 | 0 | 0 | $0 |
| Timothy R Eller | Consejero | 1 de junio de 2011 A | 944 738 | 0 | 0 | $0 |
| Iii Clint W Murchison | Consejero | 12 de mayo de 2011 M | 40 992 | 0 | 0 | $0 |
| Richard G Wolford | Consejero | 1 de junio de 2009 A | 7 200 | 0 | 0 | $0 |
| William B Smith | Consejero | 1 de junio de 2009 A | 32 400 | 0 | 0 | $0 |
| Francis J Sehn | Consejero | 13 de noviembre de 2008 S | 74 400 | 0 | 0 | $0 |
| John J Shea | Consejero | 24 de marzo de 2008 M | 41 600 | 0 | 0 | $0 |
| PULTE WILLIAM J | Propietario del 10% | 27 de abril de 2012 J | 27 472 784 | 0 | 0 | $0 |
| Andre J Hawaux | — | 29 de abril de 2026 A | 75 326 | 0 | 0 | $0 |
| Scott F Powers | — | 29 de abril de 2026 A | 26 998 | 0 | 0 | $0 |
| Robert Oshaughnessy | — | 4 de febrero de 2026 A | 79 319 | 0 | 0 | $0 |
| Richard W Dreiling | — | 12 de mayo de 2021 A | — | 0 | 0 | $0 |
| Deborah W. Meyer | — | 3 de mayo de 2013 M | 89 128 | 0 | 0 | $0 |
| John Steven Kalmbach | — | 10 de febrero de 2011 A | 78 500 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 6 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 |
|---|---|---|---|---|---|
| William J. Pulte Trust dtd 01/26/1990, as amended, Karen J. Pulte, Mark T. Pulte ×4 presentaciones | 29 de enero de 2020 | — | Presentación inicial | — | SEC |
| William J. Pulte Trust dtd 01/26/1990, amended 12/18/2017, Joan B. Pulte Trust dtd 01/26/1990, William J. Pulte | 2 de febrero de 2018 | — | Presentación inicial | — | SEC |
| William J. Pulte Trust dtd 01/26/1990, William J. Pulte ×6 presentaciones | 26 de junio de 2017 | — | Presentación inicial | — | SEC |
| William J. Pulte ×17 presentaciones | 21 de julio de 2016 | — | Presentación inicial | — | SEC |
| William J. Pulte (2) ×2 presentaciones | 31 de agosto de 2012 | — | Presentación inicial | Inversión pasiva | SEC |
| Willam J. Pulte | 8 de febrero de 2008 | — | 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 214 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 |
|---|---|---|---|---|
| ITB · iShares Trust | 10,34% | 1 826 916 SH | 21 de agosto de 2026 | Diario |
| NAIL · Direxion Shares ETF Trust | 6,92% | 318 256 NS | 30 de abril de 2026 | N-PORT |
| RSPD · Invesco Exchange-Traded Fund Trust | 2,19% | 54 334 SH | 21 de agosto de 2026 | Diario |
| LYLD · Cambria ETF Trust | 1,81% | 889 NS | 30 de abril de 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1,78% | 447 823 NS | 30 de abril de 2026 | N-PORT |
| FLOW · Global X Funds | 1,58% | 3 827 NS | 31 de mayo de 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 1,57% | 4 521 NS | 31 de mayo de 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 1,43% | 30 963 NS | 30 de abril de 2026 | N-PORT |
| BUYB · ProShares Trust | 1,41% | 1 105 NS | 31 de mayo de 2026 | N-PORT |
| RDVY · First Trust Exchange-Traded Fund VI | 1,33% | 2 364 572 NS | 30 de junio de 2026 | N-PORT |
| FLV · AMERICAN CENTURY ETF TRUST | 1,13% | 33 777 NS | 31 de mayo de 2026 | N-PORT |
| FCFY · First Trust Exchange-Traded Fund | 1,09% | 107 NS | 30 de junio de 2026 | N-PORT |
| FSCS · First Trust Exchange-Traded Fund VI | 1,08% | 4 625 NS | 30 de junio de 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 0,98% | 76 792 NS | 30 de abril de 2026 | N-PORT |
| SURE · AdvisorShares Trust | 0,96% | 3 972 NS | 30 de junio de 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,91% | 96 239 NS | 30 de abril de 2026 | N-PORT |
| LGRO · ALPS ETF Trust | 0,88% | 10 094 NS | 31 de mayo de 2026 | N-PORT |
| TAX · EA Series Trust | 0,88% | 1 898 NS | 29 de mayo de 2026 | N-PORT |
| ROE · EA Series Trust | 0,84% | 18 542 NS | 29 de mayo de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,80% | 54 394 NS | 30 de abril de 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0,76% | 14 580 NS | 30 de abril de 2026 | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 0,71% | 1 017 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,66% | 34 705 NS | 31 de mayo de 2026 | N-PORT |
| VLUE · iShares Trust | 0,64% | 489 771 SH | 21 de agosto de 2026 | Diario |
| SDVY · First Trust Exchange-Traded Fund VI | 0,63% | 519 721 NS | 30 de junio de 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,60% | 1 729 NS | 31 de mayo de 2026 | N-PORT |
| ACIO · ETF Series Solutions | 0,58% | 107 693 NS | 30 de abril de 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,58% | 857 239 NS | 30 de abril de 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,57% | 2 187 NS | 30 de abril de 2026 | N-PORT |
| ADME · ETF Series Solutions | 0,56% | 12 220 NS | 30 de abril de 2026 | N-PORT |
| VLLU · Harbor ETF Trust | 0,52% | 184 NS | 30 de abril de 2026 | N-PORT |
| ESLV · Strategy Shares | 0,51% | 494 NS | 30 de abril de 2026 | N-PORT |
| FCTR · First Trust Exchange-Traded Fund | 0,47% | 1 972 NS | 30 de junio de 2026 | N-PORT |
| SZNE · Pacer Funds Trust | 0,46% | 502 NS | 30 de abril de 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0,45% | 1 223 586 SH | 19 de agosto de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,45% | 225 985 SH | 19 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,45% | 5 076 NS | 30 de abril de 2026 | N-PORT |
| KRMA · Global X Funds | 0,44% | 4 523 NS | 31 de mayo de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,43% | 52 228 NS | 30 de abril de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,42% | 9 745 NS | 29 de mayo de 2026 | N-PORT |
| QUAL · iShares Trust | 0,42% | 1 554 307 SH | 21 de agosto de 2026 | Diario |
| IYC · iShares Trust | 0,40% | 37 722 SH | 21 de agosto de 2026 | Diario |
| RPV · Invesco Exchange-Traded Fund Trust | 0,39% | 53 066 SH | 21 de agosto de 2026 | Diario |
| FDIS · FIDELITY COVINGTON TRUST | 0,38% | 55 343 NS | 30 de abril de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,38% | 5 167 NS | 31 de mayo de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,37% | 4 667 NS | 30 de abril de 2026 | N-PORT |
| RXI · iShares Trust | 0,37% | 7 828 SH | 21 de agosto de 2026 | Diario |
| GXPD · Global X Funds | 0,35% | 1 488 NS | 31 de mayo de 2026 | N-PORT |
| WANT · Direxion Shares ETF Trust | 0,35% | 589 NS | 30 de abril de 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0,35% | 59 010 NS | 30 de abril de 2026 | N-PORT |