PIPR Piper Sandler Companies Common Stock
$74,03
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$69–$95
20% of range
Calificación del Analista
BUY
11 analysts
Precio Objetivo
$87
+18% upside
P/E (TTM)
18.7
ROE
21.6%
Margen de Beneficio Neto
14.8%
Acerca de Piper Sandler Companies Common Stock Descripción general de la empresa de Wikipedia
Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
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Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
Founded in 1895 and headquartered in Minneapolis, Minnesota, Piper Sandler has more than 60 offices spanning across six countries.
History
Piper Sandler's roots can be traced back to 1895 when George Lane established George B. Lane, Commercial Paper and Collateral Loans & Co., a commercial paper brokerage, in Minneapolis. In 1913, Piper, Jaffray & Co. was established as another commercial paper business by H.C. Piper Sr. and Clive Palmer Jaffray. In 1917, George B. Lane & Co. merged with Piper, Jaffray & Co. to form Lane, Piper & Jaffray.
The firm first obtained a seat on the New York Stock Exchange in 1931 with the acquisition of Hopwood & Company, which had been devastated by the stock market crash. In 1971, Piper Jaffray & Hopwood became the first regional brokerage firm to offer its own stock for public sales, becoming a publicly held corporation. Later, in 1986, Piper's common stock began trading on the NASDAQ under the ticker symbol PIPR.
In 1992, the name of the broker-dealer changed from Piper Jaffray & Hopwood Incorporated to Piper Jaffray Inc.
In 1998, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray. In 2003, U.S. Bancorp spun off Piper Jaffray in a stock dividend to its shareholders, making the company independent once again under the symbol PJC. In 2006, the company sold its brokerage business to Zurich-based UBS for $510 million in cash. The business had approximately 800 brokers at that time.
On July 9, 2019, Piper Jaffray announced the purchase of leading financial services investment bank Sandler O'Neill for $485M; the new combined firm is named Piper Sandler Companies. Piper Jaffray CEO Chad Abraham would continue to lead the combined company.
Acquisition history
2004: Piper Jaffray acquired Vie Securities, LLC.
2007: Piper Jaffray acquires FAMCO, acquires Hong Kong–based investment bank Goldbond Capital Holdings Limited
2010: Piper Jaffray acquires Advisory Research, Inc.
2013: Piper Jaffray acquires Seattle-Northwest Securities Corporation, acquires Edgeview Partners, L.P.
2015: Piper Jaffray acquires River Branch Holdings
2016: Piper Jaffray acquires Simmons & Company International
2019: Piper Jaffray acquires Weeden & Co., L.P.
2020: Piper Jaffray acquires Sandler O'Neill + Partners, becoming Piper Sandler Companies. Piper Sandler acquires The Valence Group, acquires TRS Advisors
2022: Piper Sandler acquires Cornerstone Macro, acquires Stamford partners LLC, acquires DBO Partners
Regulator fines
In 2002, Piper Sandler was fined $25 million by state and federal regulators to settle charges of providing biased stock ratings as part of the Global Analyst Research Settlements. Other firms, including JP Morgan, Goldman Sachs, Merrill Lynch, UBS, Deutsche Bank, and Morgan Stanley, were fined for similar reasons. Piper Sandler agreed to implement structural changes to its research and investment banking programs to restore confidence in its business.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
PIPR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$74.03
Capitalización Bursátil
$5.00B
P/E (TTM)
18.7
BPA (TTM)
$15.82
Ingresos (TTM)
$1.90B
Rendimiento div.
2.3%
ROE
21.6%
Deuda/Capital
0.0
Rango 52S
$69 – $95
PIPR Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$1.90B
2016-12-31
→
2025-12-31
BPA
$15.82
2016-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
14.8%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
PIPR
Mediana de Pares
P/E (TTM)
18.7
19.6
P/S (TTM) (P/V (TTM))
2.6
2.7
P/B (P/C)
3.6
4.3
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
PIPR
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
14.8%
14.2%
ROA
11.6%
3.0%
ROE
21.6%
20.2%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
PIPR
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
PIPR
Mediana de Pares
Revenue YoY (Ingresos interanuales)
24.3%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
9.9%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
8.7%
—
EPS YoY (EPS interanual)
54.5%
—
Net Income YoY (Beneficio Neto interanual)
55.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
PIPR
Mediana de Pares
Payout Ratio (Ratio de Pago)
40.6%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.3%
Ratio de Pago
40.6%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 29 de mayo de 2026 | $0,2000 |
| 3 de marzo de 2026 | $1,4250 |
| 25 de noviembre de 2025 | $0,1750 |
| 29 de agosto de 2025 | $0,1750 |
| 30 de mayo de 2025 | $0,1625 |
| 4 de marzo de 2025 | $0,9125 |
| 22 de noviembre de 2024 | $0,1625 |
| 29 de agosto de 2024 | $0,1625 |
| 23 de mayo de 2024 | $0,1500 |
| 1 de marzo de 2024 | $0,4000 |
| 20 de noviembre de 2023 | $0,1500 |
| 24 de agosto de 2023 | $0,1500 |
| 25 de mayo de 2023 | $0,1500 |
| 2 de marzo de 2023 | $0,4625 |
| 22 de noviembre de 2022 | $0,1500 |
| 25 de agosto de 2022 | $0,1500 |
| 26 de mayo de 2022 | $0,1500 |
| 1 de marzo de 2022 | $1,2750 |
| 22 de noviembre de 2021 | $0,8875 |
| 26 de agosto de 2021 | $0,1375 |
PIPR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
11 analistas
- Compra fuerte 3 27,3%
- Compra 5 45,5%
- Mantener 2 18,2%
- Venta 1 9,1%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-19
Mediana
$87.25
← Por Debajo de Todos los Objetivos
$74.03
Mín
$81.00
Máx
$93.00
Objetivo mediano
$87.25
+17,9%
Objetivo medio
$87.12
+17,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.22%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.04 | $0.88 | 0.16% |
| 31 de marzo de 2026 | $1.00 | $0.95 | 0.05% |
| 31 de diciembre de 2025 | $1.72 | $1.22 | 0.50% |
| 30 de septiembre de 2025 | $0.95 | $0.82 | 0.14% |
| 30 de junio de 2025 | $0.74 | $0.57 | 0.17% |
| 31 de marzo de 2025 | $1.02 | $0.73 | 0.30% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PIPR | $1.43B | 5.4 | 24.3% | 14.8% | 21.6% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
| HLI | — | 23.1 | 9.6% | 16.3% | 18.6% | — |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| MC | — | — | — | — | 51.4% | — |
| BGC | — | 28.8 | 30.0% | — | — | — |
| PJT | — | — | 14.8% | 10.5% | 72.7% | — |
| LAZ | — | 22.4 | 1.5% | 7.4% | 31.4% | — |
| BULL | — | — | — | — | — | — |
| LCLN | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B | $1.25B | $846M | $758M | $844M | $770M | $696M | $673M | |
| Interest Income | $37M | $33M | $27M | $20M | $7M | $13M | $27M | $33M | $32M | $33M | $42M | $49M | |
| Pretax Income | $375M | $218M | $123M | $134M | $442M | $69M | $119M | $72M | $79M | $-31M | $86M | $110M | |
| Income Tax | $81M | $61M | $24M | $33M | $111M | $19M | $25M | $18M | $54M | $-17M | $28M | $36M | |
| Net Income | $281M | $181M | $85M | $111M | $279M | $41M | $112M | $57M | $-62M | $-22M | $52M | $63M | |
| EPS (Basic) | $16.89 | $11.44 | $5.72 | $7.92 | $19.52 | $2.94 | $7.90 | $3.78 | $-5.07 | $-1.73 | $3.34 | $3.88 | |
| EPS (Diluted) | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 | $2.72 | $7.69 | $3.72 | $-4.99 | $-1.73 | $3.34 | $3.87 | |
| Shares (Basic) | 16,658,000 | 15,838,000 | 14,958,000 | 13,982,000 | 14,265,000 | 13,781,000 | 13,555,000 | 13,234,000 | 12,807,000 | 12,674,000 | 14,368,000 | 14,971,000 | |
| Shares (Diluted) | 17,785,000 | 17,695,000 | 17,224,000 | 16,965,000 | 16,955,000 | 14,901,000 | 13,937,000 | 13,425,000 | 12,978,000 | 12,779,000 | 14,389,000 | 15,025,000 | |
| EBITDA | $17M | $17M | $18M | $16M | $13M | $11M | $9M | $8M | $7M | $6M | $5M | $5M |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $971M | $508M | $250M | $50M | $34M | $70M | $190M | $16M | |
| PP&E (Net) | $77M | $59M | $61M | $68M | $52M | $44M | $30M | $32M | $25M | $25M | $19M | $18M | |
| PP&E (Gross) | $167M | $166M | $152M | $144M | $129M | $119M | $96M | $91M | $81M | $84M | $71M | $65M | |
| Accum. Depreciation | $89M | $107M | $91M | $76M | $77M | $75M | $66M | $59M | $56M | $58M | $52M | $47M | |
| Goodwill | $319M | $312M | $302M | $301M | $228M | $228M | $88M | $82M | $82M | $196M | $218M | $212M | |
| Intangibles | $100M | $108M | $116M | $136M | $120M | $150M | $17M | $4M | $9M | $37M | $31M | $31M | |
| Total Assets | $2.59B | $2.26B | $2.14B | $2.18B | $2.57B | $2.00B | $1.63B | $1.35B | $2.02B | $2.13B | $2.14B | $2.62B | |
| Short-term Debt | $15M | $10M | $30M | $0 | · | $0 | $50M | $50M | $290M | $419M | $446M | $378M | |
| Total Liabilities | $1.01B | $840M | $842M | $928M | $1.34B | $1.07B | $822M | $615M | $1.28B | $1.31B | $1.31B | $1.65B | |
| Long-term Debt | · | · | $0 | $125M | $125M | $195M | $175M | · | · | · | · | · | |
| Total Debt | $15M | $10M | $30M | · | · | $0 | $50M | $50M | $290M | $419M | $446M | $378M | |
| Common Stock | $779.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | |
| Retained Earnings | $729M | $562M | $454M | $453M | $450M | $271M | $259M | $183M | $176M | $257M | $279M | $227M | |
| Treasury Stock | $319M | $315M | $356M | $442M | $313M | $289M | $284M | $300M | $274M | $284M | $248M | $143M | |
| AOCI | $3M | $-1M | $-894.0K | $-2M | $-964.0K | $-197.0K | $-872.0K | $-1M | $-1M | $-3M | $-189.0K | $377.0K | |
| Stockholders' Equity | $1.37B | $1.23B | $1.09B | $1.05B | $1.06B | $829M | $731M | $677M | $693M | $759M | $784M | $820M | |
| Liabilities + Equity | $2.59B | $2.26B | $2.14B | $2.18B | $2.57B | $2.00B | $1.63B | $1.35B | $2.02B | $2.13B | $2.14B | $2.62B | |
| Shares Outstanding | 67,483,432 | 16,111,723 | 15,200,149 | 13,673,064 | 14,129,519 | 13,776,025 | 13,717,315 | 12,995,397 | 12,911,149 | 12,391,970 | 13,311,016 | 15,265,420 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $18M | $16M | $13M | $11M | $9M | $8M | $7M | $6M | $5M | $5M | |
| Stock-based Comp | $124M | $103M | $94M | $131M | $171M | $122M | $32M | $44M | $40M | $56M | $49M | $29M | |
| Deferred Tax | $5M | $17M | $14M | $-33M | $-54M | $-39M | $25M | $-3M | $18M | $-31M | $-13M | $-10M | |
| Amort. of Intangibles | $10M | $10M | $19M | $15M | $30M | $45M | $4M | $5M | $10M | $21M | $8M | $9M | |
| Restructuring | $5M | $-42.0K | $8M | $6M | $4M | $6M | $7M | $3M | $0 | $9M | $9M | · | |
| Other Non-cash | $159M | $-5M | $65M | $-449M | $298M | $646M | $-110M | $399M | $250M | $39M | $287M | $-138M | |
| Operating Cash Flow | $587M | $313M | $276M | $-225M | $707M | $780M | $68M | $510M | $203M | $-3M | $380M | $-50M | |
| Investing Cash Flow | $-44M | $-32M | $-10M | $-127M | $-21M | $-435M | $27M | $-16M | $-8M | $-84M | $-16M | $-5M | |
| Debt Issued | · | · | · | · | $0 | $0 | $175M | $0 | · | · | · | · | |
| Net Debt Issued | $0 | $0 | $-125M | $0 | $-70M | $0 | · | · | · | · | · | · | |
| Stock Repurchased | $125M | $66M | $71M | $187M | $70M | $22M | $51M | $71M | $25M | $71M | $133M | $11M | |
| Net Stock Activity | $-125M | $-66M | $-71M | $-187M | $-70M | $-22M | $-51M | $-71M | $-25M | $-71M | $-133M | $-11M | |
| Dividends Paid | $114M | $74M | $84M | $108M | $99M | $28M | $36M | $47M | $19M | $0 | $0 | · | |
| Financing Cash Flow | $-219M | $-181M | $-250M | $-250M | $-223M | $-88M | $105M | $-477M | $-233M | $-112M | $-189M | $-52M | |
| Net Change in Cash | $327M | $100M | $17M | $-605M | $463M | $258M | $200M | $17M | $-8M | $-149M | $174M | $-108M | |
| Taxes Paid | $41M | $11M | $19M | $85M | $166M | $29M | $10M | $17M | $32M | $27M | $32M | $59M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 14.8% | 11.8% | 6.3% | 7.7% | 13.6% | 3.2% | 13.2% | 7.1% | -6.9% | -2.9% | 7.5% | 9.4% | |
| Pretax Margin | 19.7% | 14.3% | 9.0% | 9.4% | 21.6% | 5.5% | 14.1% | 9.3% | -3.3% | -4.0% | 12.4% | 16.4% | |
| EBITDA Margin | 0.91% | 1.1% | 1.3% | 1.1% | 0.62% | 0.85% | 1.1% | 1.1% | 0.82% | 0.83% | 0.73% | 0.79% | |
| ROA | 11.6% | 8.2% | 4.0% | 4.7% | 12.2% | 2.2% | 7.5% | 3.4% | -3.0% | -1.0% | 2.2% | 2.6% | |
| ROE | 21.6% | 15.7% | 8.0% | 10.5% | 29.4% | 5.2% | 15.9% | 8.3% | -8.5% | -2.9% | 6.5% | 8.1% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | · | · | 0.0 | 0.1 | 0.1 | 0.4 | 0.6 | 0.6 | 0.5 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | 0.6 | 0.6 | 0.9 | 0.7 | 0.6 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.3% | 12.8% | -5.4% | -29.7% | 63.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.9% | -9.1% | 2.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.5% | 106.5% | -23.9% | -60.3% | 504.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 34.4% | -14.6% | 22.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 42.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 55.3% | 111.9% | -22.8% | -60.3% | 587.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 36.5% | -13.4% | 28.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 47.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 32.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B | $1.25B | $846M | $758M | $844M | $770M | $696M | $673M | |
| Net Income TTM | $281M | $181M | $85M | $111M | $279M | $41M | $112M | $57M | $-62M | $-22M | $52M | $63M | |
| Market Cap | $1.43B | $1.21B | $665M | $445M | $631M | $348M | $274M | $214M | $278M | $225M | $134M | $222M | |
| Enterprise Value | · | · | · | · | · | $-160M | $74M | · | $535M | $602M | $391M | $584M | |
| P/E | 5.4 | 7.3 | 8.8 | 5.0 | 2.7 | 9.3 | 2.6 | 4.4 | -4.3 | -10.5 | 3.0 | 3.8 | |
| P/S | 0.8 | 0.8 | 0.5 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | |
| P/B | 1.0 | 1.0 | 0.6 | 0.4 | 0.6 | 0.4 | 0.4 | 0.3 | 0.4 | 0.3 | 0.2 | 0.3 | |
| P / Tangible Book | 1.5 | 1.5 | 1.0 | 0.7 | 0.9 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | 2.4 | 3.9 | 2.4 | -2.0 | 0.9 | 0.4 | 4.0 | 0.4 | 1.2 | 4.6 | 0.4 | -4.4 | |
| EV / EBITDA | · | · | · | · | · | -15.0 | 8.0 | · | 73.2 | 94.1 | 76.6 | 110.1 | |
| EV / Revenue | · | · | · | · | · | -0.1 | 0.1 | · | 0.6 | 0.8 | 0.6 | 0.9 | |
| Dividend Yield | 8.0% | 6.1% | 12.7% | 24.2% | 15.8% | 8.1% | 13.0% | 22.1% | 6.8% | 0.00% | 0.00% | · | |
| Earnings Yield | 18.6% | 13.7% | 11.3% | 20.0% | 36.8% | 10.8% | 38.5% | 22.6% | -23.1% | -9.5% | 33.1% | 26.7% | |
| Payout Ratio | 40.6% | 40.7% | 98.8% | 97.2% | 35.7% | 69.5% | 31.9% | 82.7% | -30.6% | · | · | · | |
| Annual Payout | $114M | $74M | $84M | $108M | $99M | $28M | $36M | $47M | $19M | $0 | $0 | · |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $496M | $475M | $667M | $480M | $399M | $359M | $485M | $361M | $341M | $344M | $474M | $292M | $291M | $301M | $393M | $334M | |
| Interest Income | $9M | $12M | $10M | $9M | $8M | $10M | $10M | $8M | $7M | $8M | $7M | $7M | $4M | $9M | $7M | $5M | |
| Pretax Income | $100M | $88M | $189M | $107M | $49M | $29M | $82M | $56M | $28M | $52M | $86M | $-3M | $14M | $26M | $43M | $19M | |
| Income Tax | $30M | $20M | $46M | $25M | $17M | $-7M | $30M | $15M | $13M | $3M | $21M | $10M | $-250.0K | $-8M | $5M | $8M | |
| Net Income | $68M | $65M | $114M | $60M | $42M | $65M | $69M | $35M | $35M | $42M | $52M | $4M | $4M | $26M | $38M | $15M | |
| EPS (Basic) | $1.00 | $0.96 | $6.77 | $3.61 | $0.63 | $0.99 | $4.30 | $2.19 | $2.19 | $2.74 | $3.43 | $0.26 | $0.26 | $1.77 | $2.81 | $1.05 | |
| EPS (Diluted) | $0.95 | $0.92 | $6.40 | $3.38 | $0.59 | $0.91 | $3.86 | $1.96 | $1.97 | $2.43 | $3.02 | $0.22 | $0.23 | $1.49 | $2.27 | $0.87 | |
| Shares (Basic) | 67,698,000 | 67,841,000 | 16,829,000 | 16,716,000 | 66,812,000 | 65,513,000 | 16,052,000 | 15,921,000 | 15,879,000 | 15,499,000 | -29,720,000 | 15,105,000 | 15,066,000 | 14,507,000 | -28,292,000 | 13,775,000 | |
| Shares (Diluted) | 71,241,000 | 71,235,000 | 17,813,000 | 17,808,000 | 70,903,000 | 71,150,000 | 17,870,000 | 17,769,000 | 17,633,000 | 17,504,000 | -34,298,000 | 17,256,000 | 17,084,000 | 17,182,000 | -33,982,000 | 16,733,000 |
Balance general 17
| 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) | $78M | $75M | $77M | $78M | $77M | $67M | $59M | $56M | $57M | $58M | · | $63M | $64M | $66M | · | $65M | |
| PP&E (Gross) | · | · | $167M | · | · | · | $166M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $98M | $94M | $89M | $89M | $115M | $111M | $107M | $104M | $100M | $96M | · | $89M | $84M | $80M | · | $85M | |
| Goodwill | $319M | $319M | $319M | $319M | $312M | $312M | $312M | $310M | $302M | $302M | $302M | $302M | $302M | $302M | $301M | $244M | |
| Intangibles | $97M | $99M | $100M | $103M | $103M | $105M | $108M | $110M | $111M | $114M | $116M | $121M | $126M | $131M | $136M | $131M | |
| Total Assets | $2.33B | $2.13B | $2.59B | $2.22B | $1.96B | $1.82B | $2.26B | $2.03B | $1.92B | $1.82B | · | $1.97B | $1.94B | $1.80B | · | $2.04B | |
| Short-term Debt | $15M | $15M | $15M | $15M | $15M | $15M | $10M | $20M | $0 | $0 | · | · | · | · | · | · | |
| Total Liabilities | $759M | $572M | $1.01B | $757M | $560M | $442M | $840M | $670M | $579M | $497M | · | $747M | $682M | $564M | · | $849M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $125M | $125M | $125M | · | $125M | |
| Total Debt | $15M | $15M | · | $15M | $15M | $15M | · | $20M | $0 | $0 | · | · | · | · | · | · | |
| Common Stock | $779.0K | $779.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | · | $195.0K | $195.0K | $195.0K | · | $195.0K | |
| Retained Earnings | $734M | $681M | $729M | $630M | $581M | $556M | $562M | $505M | $481M | $461M | · | $413M | $419M | $428M | · | $424M | |
| Treasury Stock | $375M | $346M | $319M | $322M | $323M | $331M | $315M | $325M | $327M | $347M | · | $361M | $363M | $381M | · | $442M | |
| AOCI | $2M | $2M | $3M | $2M | $4M | $-43.0K | $-1M | $2M | $-792.0K | $-850.0K | · | $-2M | $-765.0K | $-2M | · | $-4M | |
| Stockholders' Equity | $1.37B | $1.34B | $1.37B | $1.28B | $1.23B | $1.21B | $1.23B | $1.17B | $1.13B | $1.10B | · | $1.03B | $1.03B | $1.04B | · | $1.00B | |
| Liabilities + Equity | $2.33B | $2.13B | $2.59B | $2.22B | $1.96B | $1.82B | $2.26B | $2.03B | $1.92B | $1.82B | · | $1.97B | $1.94B | $1.80B | · | $2.04B | |
| Shares Outstanding | 67,549,449 | 67,857,561 | 16,870,858 | 16,730,222 | 16,697,576 | 16,516,030 | 16,111,723 | 15,942,770 | 15,902,131 | 15,642,422 | · | 15,122,192 | 15,078,165 | 14,833,127 | · | 13,659,396 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $29M | $28M | $48M | $23M | $21M | $31M | $32M | $21M | $24M | $27M | $31M | $22M | $14M | $28M | $39M | $32M | |
| Amort. of Intangibles | $2M | $2M | $4M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $5M | $5M | $5M | $5M | $5M | $4M | |
| Restructuring | · | · | $0 | $-85.0K | $5M | · | $0 | $255.0K | $-297.0K | · | $4M | $0 | $4M | · | $185.0K | $5M | |
| Operating Cash Flow | $36M | $-292M | $730M | $32M | $32M | $-207M | $164M | $80M | $266M | $-197M | $423M | $27M | $27M | $-202M | $161M | $65M | |
| Investing Cash Flow | $-8M | $-3M | $-3M | $-15M | $-14M | $-11M | $-8M | $-19M | $-3M | $-1M | $-2M | $-4M | $-3M | $-2M | $-70M | $-10M | |
| Stock Repurchased | $31M | $70M | $20M | $4M | $21M | $81M | $6M | $2M | $5M | $52M | $3M | $4M | $3M | $61M | $2M | $22M | |
| Net Stock Activity | · | $-70M | · | · | · | $-81M | · | · | · | $-52M | · | · | · | $-61M | · | · | |
| Dividends Paid | $14M | $101M | $15M | $12M | $17M | $70M | $13M | $11M | $15M | $36M | $10M | $10M | $13M | $51M | $9M | $9M | |
| Financing Cash Flow | $-68M | $-169M | $-31M | $-25M | $-23M | $-140M | $-19M | $-35M | $-12M | $-114M | $-91M | $-38M | $-4M | $-117M | $-2M | $-16M | |
| Net Change in Cash | $-40M | $-465M | $695M | $-9M | $-3M | $-357M | $133M | $29M | $251M | $-313M | $331M | $-15M | $21M | $-320M | $91M | $37M | |
| Taxes Paid | · | · | $2M | $101.0K | $39M | $168.0K | $5M | $1M | $5M | $127.0K | $-2M | $1M | $19M | $737.0K | $25M | $15M |
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 | 13.7% | 13.7% | · | 12.6% | 10.6% | 18.1% | · | 9.6% | 10.2% | 12.3% | · | 1.3% | 1.4% | 8.5% | · | 4.3% | |
| Pretax Margin | 20.2% | 18.5% | · | 22.4% | 12.3% | 8.2% | · | 15.4% | 8.3% | 15.2% | · | -1.2% | 4.9% | 8.6% | · | 5.7% | |
| ROA | 3.2% | 3.3% | · | 2.8% | 2.2% | 3.6% | · | 1.7% | 1.8% | 2.3% | · | 0.19% | 0.20% | 1.4% | · | 0.69% | |
| ROE | 5.2% | 5.1% | · | 4.9% | 3.6% | 5.6% | · | 3.2% | 3.2% | 4.0% | · | 0.38% | 0.39% | 2.5% | · | 1.5% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | · | · | · | · |
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 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | 0.2 |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.12B | $2.02B | · | $1.72B | $1.60B | $1.55B | · | $1.52B | $1.45B | $1.40B | · | $1.28B | $1.32B | $1.38B | · | $1.69B | |
| Net Income TTM | $307M | $282M | · | $236M | $211M | $204M | · | $164M | $133M | $102M | · | $72M | $82M | $100M | · | $186M | |
| Market Cap | $4.89B | $5.19B | · | $1.45B | $1.16B | $1.02B | · | $1.13B | $915M | $776M | · | $549M | $487M | $514M | · | $358M | |
| P/E | 6.2 | 5.9 | · | 6.5 | 5.9 | 5.4 | · | 7.6 | 7.6 | 8.4 | · | 8.7 | 6.7 | 5.9 | · | 2.4 | |
| P/S | 2.3 | 2.6 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.4 | 0.4 | 0.4 | · | 0.2 | |
| P/B | 3.6 | 3.9 | · | 1.1 | 0.9 | 0.8 | · | 1.0 | 0.8 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | |
| P / Tangible Book | 5.1 | 5.6 | · | 1.7 | 1.4 | 1.3 | · | 1.5 | 1.3 | 1.1 | · | 0.9 | 0.8 | 0.9 | · | 0.6 | |
| P / Cash Flow | · | -17.8 | · | · | · | -4.9 | · | · | · | -3.9 | · | · | · | -2.5 | · | · | |
| Earnings Yield | 16.1% | 17.1% | · | 15.3% | 17.1% | 18.5% | · | 13.2% | 13.2% | 11.8% | · | 11.5% | 15.0% | 16.9% | · | 41.2% | |
| Payout Ratio | · | 154.4% | · | · | · | 108.2% | · | · | · | 83.9% | · | · | · | 198.4% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B |
| Beneficio neto | $281M | $181M | $85M | $111M | $279M |
| EPS Diluido | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | 0.0 | — | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 32 declarantes · $714.7M 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 |
|---|---|---|---|---|
| 0 (-2 vs trimestre anterior) | 11 (-357 vs trimestre anterior) | 1 (-14 vs trimestre anterior) | 3 (+2 vs trimestre anterior) | -330K |
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 GROUP INC | $675 249 720 | 1 987 724 | 94,48% | Acciones |
| Mesirow Institutional Investment Management, Inc. | $10 905 582 | 36 358 | 1,53% | Acciones |
| Nuveen Asset Management, LLC | $9 920 546 | 33 074 | 1,39% | Acciones |
| EFG Asset Management (North America) Corp. | $4 329 807 | 12 464 | 0,61% | Acciones |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3 843 497 | 53 131 | 0,54% | Acciones |
| Orion Portfolio Solutions, LLC | $3 777 694 | 15 254 | 0,53% | Acciones |
| WOLVERINE TRADING, LLC | $1 707 580 | 4 842 | 0,24% | Acciones |
| Glenmede Investment Management, LP | $1 193 992 | 3 441 | 0,17% | Acciones |
| Toroso Investments, LLC | $575 469 | 1 694 | 0,08% | Acciones |
| Truepoint, Inc. | $562 299 | 7 773 | 0,08% | Acciones |
| H D Vest Advisory Services | $509 487 | 1 833 | 0,07% | Acciones |
| WOLVERINE TRADING, LLC | $423 192 | 1 200 | 0,06% | Opción de compra |
| CIBC WORLD MARKETS CORP | $393 384 | 1 158 | 0,06% | Acciones |
| SCHULHOFF & CO INC | $392 950 | 5 432 | 0,05% | Acciones |
| CIBC Private Wealth Group LLC | $270 999 | 781 | 0,04% | Acciones |
| WOLVERINE TRADING, LLC | $246 862 | 700 | 0,03% | Opción de venta |
| FULLCIRCLE WEALTH LLC | $240 064 | 735 | 0,03% | Acciones |
| Investors Research Corp | $107 170 | 1 400 | 0,01% | Acciones |
| Greenwich Wealth Management LLC | $30 441 | 420 805 | 0,00% | Acciones |
| PROEQUITIES, INC. | $16 939 | 55 | 0,00% | Acciones |
| COMERICA BANK | $15 128 | 45 | 0,00% | Acciones |
| FSA Wealth Management LLC | $14 227 | 41 | 0,00% | Acciones |
| Cassady Schiller Wealth Management, LLC | $4 799 | 16 | 0,00% | Acciones |
| Lindbrook Capital, LLC | $3 220 | 13 | 0,00% | Acciones |
| West Oak Capital, LLC | $520 | 150 | 0,00% | Acciones |
| Pineridge Advisors LLC | $351 | 1 | 0,00% | Acciones |
| Parkworth Wealth Management, Inc. | $278 | 1 | 0,00% | Acciones |
| SHELL ASSET MANAGEMENT CO | $273 | 787 | 0,00% | Acciones |
| HUNTINGTON NATIONAL BANK | $73 | 1 | 0,00% | Acciones |
| Harvest Fund Management Co., Ltd | $70 | 912 | 0,00% | Acciones |
| Hemington Wealth Management | $12 | 37 | 0,00% | Acciones |
| Motiv8 Investments LLC | $2 | 6 | 0,00% | Acciones |
Informantes de la empresa 54 insiders · 1 directivos · 7 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Benjamin T May | Head of Fixed Income Services | 15 de mayo de 2008 A | 37 967 | 0 | 0 | $0 |
| Ann C Gallo | Consejero | 30 de junio de 2026 A | 8 071 | 0 | 0 | $0 |
| Brian R Sterling | Consejero | 30 de junio de 2026 A | 104 910 | 0 | 0 | $0 |
| Philip Soran | Consejero | 30 de junio de 2026 A | 81 633 | 0 | 1 | $-189 596 |
| Robbin Mitchell | Consejero | 12 de junio de 2026 A | 15 755 | 0 | 0 | $0 |
| Scott C Taylor | Consejero | 12 de junio de 2026 A | 68 014 | 0 | 0 | $0 |
| Victoria M Holt | Consejero | 12 de junio de 2026 A | 31 863 | 0 | 0 | $0 |
| Stuart Essig | Consejero | 20 de mayo de 2026 A | 2 575 | 0 | 0 | $0 |
| Thomas S Schreier JR | — | 20 de mayo de 2026 A | 32 479 | 0 | 0 | $0 |
| Jean-Paul M Peltier | — | 26 de febrero de 2026 F | 37 587 | 0 | 0 | $0 |
| Jonathan J Doyle | — | 4 de agosto de 2025 S | 132 910 | 0 | 0 | $0 |
| Sherry M Smith | — | 13 de junio de 2025 A | 10 831 | 0 | 0 | $0 |
| William R Fitzgerald | — | 13 de junio de 2025 A | 25 517 | 0 | 0 | $0 |
| James P Baker | — | 16 de mayo de 2025 P | 59 867 | 0 | 0 | $0 |
| Michael R Dillahunt | — | 27 de febrero de 2025 F | 19 487 | 0 | 0 | $0 |
| John W Geelan | — | 27 de febrero de 2025 F | 14 645 | 0 | 0 | $0 |
| Chad R Abraham | — | 27 de febrero de 2025 F | 53 558 | 0 | 0 | $0 |
| Debbra L. Schoneman | — | 27 de febrero de 2025 F | 7 774 | 0 | 0 | $0 |
| Katherine Patricia Clune | — | 16 de febrero de 2025 F | 13 256 | 0 | 0 | $0 |
| Timothy L Carter | — | 24 de febrero de 2023 F | 18 688 | 0 | 0 | $0 |
| Addison L Piper | — | 12 de marzo de 2021 A | 31 542 | 0 | 0 | $0 |
| Scott R Larue | — | 25 de febrero de 2021 G | 51 732 | 0 | 0 | $0 |
| Kristine B Johnson | — | 13 de diciembre de 2019 A | 11 794 | 0 | 0 | $0 |
| Andrew S Duff | — | 16 de febrero de 2019 F | 185 485 | 0 | 0 | $0 |
| Michele Volpi | — | 17 de mayo de 2018 F | 12 342 | 0 | 0 | $0 |
| Francis E Fairman IV | — | 2 de febrero de 2018 S | 47 469 | 0 | 0 | $0 |
| Christopher D Crawshaw | — | 4 de agosto de 2017 S | 26 583 | 0 | 0 | $0 |
| Thomas Gregory Smith | — | 31 de julio de 2017 S | 15 279 | 0 | 0 | $0 |
| Martin Bradley Winges | — | 28 de julio de 2017 S | 46 133 | 0 | 0 | $0 |
| Christine N Esckilsen | — | 22 de mayo de 2017 M | 8 425 | 0 | 0 | $0 |
| Jeffrey P Klinefelter | — | 22 de mayo de 2017 M | 54 759 | 0 | 0 | $0 |
| Michael E Frazier | — | 11 de mayo de 2017 A | 161 639 | 0 | 0 | $0 |
| Stuart C. Harvey JR | — | 8 de noviembre de 2016 P | 4 000 | 0 | 0 | $0 |
| Lisa Polsky | — | 13 de mayo de 2015 A | 14 254 | 0 | 0 | $0 |
| Michael Francis | — | 30 de enero de 2014 M | 12 751 | 0 | 0 | $0 |
| Hope B Woodhouse | — | 8 de mayo de 2013 A | 8 613 | 0 | 0 | $0 |
| Brien M O'Brien | — | 27 de febrero de 2013 S | 116 616 | 0 | 0 | $0 |
| Ronald T Firebaugh | — | 15 de mayo de 2012 A | 41 000 | 0 | 0 | $0 |
| Robert W Peterson | — | 15 de mayo de 2012 A | 102 760 | 0 | 0 | $0 |
| Jean M Taylor | — | 9 de mayo de 2012 A | 9 483 | 0 | 0 | $0 |
| Frank L Sims | — | 9 de mayo de 2012 A | 17 483 | 0 | 0 | $0 |
| James L Chosy | — | 1 de marzo de 2012 G | 3 827 | 0 | 0 | $0 |
| Thomas P Schnettler | — | 15 de febrero de 2011 A | 167 249 | 0 | 0 | $0 |
| David I Wilson | — | 15 de mayo de 2010 F | 37 087 | 0 | 0 | $0 |
| Virginia Gambale | — | 5 de mayo de 2010 A | 3 033 | 0 | 0 | $0 |
| Alex Po-Ming Ko | — | 16 de febrero de 2010 A | 6 828 | 0 | 0 | $0 |
| Jon W Salveson | — | 16 de febrero de 2010 A | 125 444 | 0 | 0 | $0 |
| Samuel L Kaplan | — | 7 de mayo de 2009 A | 3 000 | 0 | 0 | $0 |
| Richard A Zona | — | 2 de mayo de 2006 A | 2 589 | 0 | 0 | $0 |
| Sandra G Sponem | — | 21 de febrero de 2006 A | 12 060 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 34 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 |
|---|---|---|---|---|
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1,29% | 55 400 SH | 8 de agosto de 2026 | Diario |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1,09% | 3 994 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,90% | 34 635 SH | 8 de agosto de 2026 | Diario |
| IAI · iShares Trust | 0,45% | 81 917 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,33% | 647 155 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,32% | 11 077 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,31% | 7 985 SH | 8 de agosto de 2026 | Diario |
| IJT · iShares Trust | 0,30% | 338 817 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,30% | 75 680 SH | 8 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,29% | 43 436 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,27% | 4 121 211 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,26% | 236 298 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,25% | 276 716 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,24% | 65 961 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,21% | 121 248 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,17% | 67 232 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,17% | 1 809 864 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,16% | 21 245 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,15% | 406 766 SH | 8 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,12% | 34 320 SH | 8 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 982 508 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,09% | 36 218 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,08% | 2 996 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 775 925 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,06% | 1 548 396 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,06% | 113 259 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,05% | 4 304 SH | 8 de agosto de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,02% | 276 833 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 139 588 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5 724 SH | 8 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 15 538 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 88 780 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 18 112 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 53 553 SH | 8 de agosto de 2026 | Diario |