PLAY Dave & Buster's Entertainment, Inc. - Common Stock
Acerca de Dave & Buster's Entertainment, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Dave & Buster's Entertainment, Inc. (D&B) is an American restaurant and entertainment business headquartered in Dallas. Each Dave & Buster's location has a full-service restaurant, full bar, and a video arcade, the latter of which is known as the "Million Dollar Midway". As of May 2026, the company has 160 locations in the United States, three in India as well as two each in Puerto Rico, and Canada, and one each in Australia and the Philippines.
Leer más
Dave & Buster's Entertainment, Inc. (D&B) is an American restaurant and entertainment business headquartered in Dallas. Each Dave & Buster's location has a full-service restaurant, full bar, and a video arcade, the latter of which is known as the "Million Dollar Midway". As of May 2026, the company has 160 locations in the United States, three in India as well as two each in Puerto Rico, and Canada, and one each in Australia and the Philippines.
History
In 1982, David "Dave" Corriveau (1951–2015) and James "Buster" Corley (1951–2023) opened the first Dave & Buster’s in Dallas. Corley had previously operated a bar called "Buster's" in Little Rock, Arkansas, next door to a saloon and game parlor called first "Cash McCool's" & then "Slick Willy’s World of Entertainment", owned by Corriveau. After opening Dave & Buster's, the two operated as co-CEOs.
In 1989, Edison Brothers Stores purchased a majority of the ownership in the restaurant to finance further expansion into other cities. Dave & Buster's was spun off from Edison Brothers, and went public with Andy Newman as chairman in 1995. By 1997, the chain could be found in ten locations across the country.
D&B acquired nine Jillian's locations after Jillian's filed for Chapter 11 Bankruptcy in 2004. Seven of these Jillian's locations were rebranded with the Dave & Buster's name, while two were closed following the acquisition. The company announced on December 8, 2005, that it would be acquired by private equity firm Wellspring Capital Management.
On July 16, 2008, Dave & Buster's Holdings Inc, filed with the SEC to again become a publicly traded company. The company had set a date for the Initial public offering IPO of October 5, 2012. However, it pulled out right before it opened. In June 2010, Oak Hill Capital Partners, in partnership with the company's management team, completed its acquisition of Dave & Buster's from Wellspring Capital Management.
In October 2014, Dave & Buster's launched a second IPO, selling its 5.88 million shares at an offering price range of $16–18. The offering raised $94 million, to be used for debt repayments. Shares are traded on the NASDAQ stock exchange using the symbol PLAY.
Co-founder David Corriveau died on February 7, 2015 at his home in Dallas, Texas.
Dave & Buster's, as with all other entertainment and restaurant businesses, was affected by the COVID-19 pandemic due to restrictions on non-essential businesses. The company's same-store sales fell by 70% during fiscal year 2020. As restrictions eased, the company began to recover in fiscal year 2021, being down by 10% only. The case of Omicron variant spread still affected the business resulting in a sales decrease in the fourth quarter of 2021.
Dave & Buster's CEO Brian Jenkins retired in September 2021, with chairman Kevin Sheehan named interim CEO. On April 6, 2022, Dave & Buster's announced that it would acquire the Plano, Texas-based family entertainment center chain Main Event Entertainment from Ardent Leisure and RedBird Capital Partners for $835 million, with its CEO Chris Morris becoming the new CEO of Dave & Buster's upon the completion of the sale in June 2022.
On January 2, 2023, co-founder James "Buster" Corley died of suicide that was caused by a self-inflicted gunshot wound sustained in his home near White Rock Lake. His daughter Kate Corley said that her father had suffered a stroke four months earlier that "caused severe damage to the communication and personality part of his brain".
In 2023, the chain began to pilot a new location format known as the "store of the future", which began to expand to other locations in 2024. It focuses on new types of interactive social gaming spaces (such as electronic darts and shuffleboard tables) and updates to the bar experience (including a new self-serve beer wall in the arcade area, viewing areas with larger televisions, a 40 foot (480 in) video wall, and a "VIP watch room").
Operations
Food and drinks
Items on the Dave & Buster's menu are offered from early lunch until late night and include pastas, burgers, steaks, seafood, chicken and desserts. The menu is frequently updated to reflect current trends and guest favorites. Some locations serve Sunday brunch. Buffets are available for special events and private parties. All D&Bs offer full bar service. Dave & Buster's is more targeted towards an adult clientele than most location-based entertainment in general, with all guests under 21 required to be accompanied by a guardian and only allowed in until 10 p.m.
Games
Dave & Buster's dubbed their arcade section, which features interactive games and simulators, "Million Dollar Midway". In 1997, Dave & Buster's introduced the Power Card, a declining balance card or 'debit card' that replaces traditional tokens and tickets, and is required to activate most arcade games and can be reloaded at so called "power stations". The Power Card is intended to enable customers to activate games more easily and encourage extended play of games to increase customer spending. By replacing most coin operations, the Power Card has reduced the technical difficulties and maintenance issues associated with coin-operated equipment. In 2015, Dave & Buster's installed proximity game card readers that allow guests to simply tap on the readers to play. Since 2020, Power Cards have been able to be added to Google Pay and Apple Wallet through the DING DING DING app.
Events and sponsorships
Dave & Buster's is a corporate sponsor of the Ultimate Fighting Championship organization. There are screening rooms for every UFC pay-per-view and episode of The Ultimate Fighter. D&B also sponsors the charity Dave Bevans' Children in the fundraising event "D&B for DB's".
Prior sponsorships include a World Wrestling Entertainment match and a 2009 tour by the rock band Bowling for Soup. The WWE match took place on the July 20, 2009, edition of WWE Raw on the USA Network. It is believed to be the first match on any WWE program to have a specific sponsor associated with it.
Dave & Buster's also sponsors postgame reports of San Jose Sharks games.
International
Current
In January 2025, Dave & Busters reported that they opened the first Indian branch under a partnership with the Malpani Group in Bengaluru on December 26, 2024. A second outlet was opened in Andheri, Mumbai with a third opened in Tagore Garden, Delhi in 2026.
Dave & Busters opened its first store in the Philippines on October 11, 2025 at the Opus Mall in Bridgetowne, Quezon City, Metro Manila, under a franchising agreement with The Bistro Group.
They opened their first store in Australia on May 16, 2026 in the northern suburb of Clarkson, Western Australia in the city of Perth.
Former
The firm opened a UK restaurant in 1998 in Cribbs Causeway. Another restaurant was subsequently opened in Solihull. The UK restaurants were unsuccessful and both have since closed.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
PLAY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
PLAY 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 |
|---|---|
| 9 de enero de 2020 | $0,1600 |
| 10 de octubre de 2019 | $0,1600 |
| 24 de junio de 2019 | $0,1500 |
| 25 de marzo de 2019 | $0,1500 |
| 24 de diciembre de 2018 | $0,1500 |
| 24 de septiembre de 2018 | $0,1500 |
PLAY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 16,7%
- Compra 6 33,3%
- Mantener 9 50,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-17Historial 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 | $0.16 | $0.62 | -0.46% |
| 31 de marzo de 2026 | $-1.15 | $0.40 | -1.6% |
| 31 de diciembre de 2025 | $-1.22 | $-1.03 | -0.19% |
| 30 de septiembre de 2025 | $0.32 | $0.94 | -0.62% |
| 30 de junio de 2025 | $0.62 | $1.00 | -0.38% |
| 31 de marzo de 2025 | $0.24 | $0.72 | -0.48% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PLAY | $708M | -14.5 | -1.4% | -2.3% | -37.8% | — |
| PRKS | — | 11.9 | -3.6% | 10.1% | -40.5% | — |
| FUN | $1.56B | -1.0 | 14.4% | -51.6% | -137.6% | — |
| PRSU | $943M | 42.1 | 23.4% | 5.0% | 4.1% | — |
| LUCK | — | -71.6 | 4.0% | -0.83% | 4.2% | — |
| XPOF | — | -5.6 | -20.7% | -348.8% | 15.9% | — |
| PUSA | — | — | — | — | — | — |
| AIFA | — | — | — | — | — | — |
| LTH | $5.88B | 16.0 | 14.3% | 12.5% | 12.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.10B | $2.13B | $2.21B | $1.96B | $1.30B | $437M | $1.35B | · | $1.14B | $1.01B | $867M | $747M | |
| Cost of Revenue | $300M | $314M | $353M | $323M | $205M | $75M | $233M | $220M | $197M | $180M | $163M | $146M | |
| SG&A Expense | $117M | $100M | $114M | $137M | $76M | $47M | $69M | $62M | $60M | $54M | $54M | $45M | |
| Operating Expenses | $2.02B | $1.91B | $1.90B | $1.70B | $1.12B | $689M | $1.21B | $1.10B | $974M | $855M | $757M | $673M | |
| Operating Income | $86M | $220M | $307M | $262M | $187M | $-253M | $148M | $161M | $166M | $151M | $110M | $74M | |
| Interest Expense | · | · | $127M | $87M | $54M | $37M | $21M | $13M | $9M | $7M | $11M | $35M | |
| Pretax Income | $-68M | $70M | $163M | $174M | $128M | $-290M | $127M | $148M | $156M | $144M | $92M | $11M | |
| Income Tax | $-19M | $12M | $36M | $36M | $19M | $-83M | $27M | $31M | $35M | $53M | $32M | $4M | |
| Net Income | $-49M | $58M | $127M | $137M | $109M | $-207M | $100M | · | · | · | · | · | |
| EPS (Basic) | $-1.40 | $1.49 | $2.94 | $2.83 | $2.26 | $-4.75 | $3.00 | $3.00 | $2.93 | $2.16 | $1.46 | $0.22 | |
| EPS (Diluted) | $-1.40 | $1.46 | $2.88 | $2.79 | $2.21 | $-4.75 | $2.94 | $2.93 | $2.84 | $2.10 | $1.39 | $0.21 | |
| Shares (Basic) | 34,670,000 | 39,070,000 | 43,200,000 | 48,490,000 | 48,140,000 | 43,549,887 | 33,450,217 | 39,047,106 | 41,276,314 | 41,951,770 | 40,968,455 | 35,314,884 | |
| Shares (Diluted) | 34,670,000 | 40,010,000 | 44,070,000 | 49,170,000 | 49,260,000 | 43,549,887 | 34,099,378 | 39,975,122 | 42,583,009 | 43,288,592 | 42,783,905 | 37,126,048 | |
| EBITDA | $86M | $220M | $307M | $263M | $187M | $-253M | · | $161M | $166M | $151M | $110M | $74M |
Balance general 27
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17M | $7M | $37M | $182M | $26M | $12M | $25M | $22M | $19M | $20M | $25M | $71M | |
| Inventory | $40M | $40M | $37M | $45M | $40M | $24M | $34M | $27M | $28M | $22M | $20M | · | |
| Prepaid Expense | $13M | $18M | $18M | $20M | $11M | $12M | $14M | $21M | $19M | $16M | $13M | $11M | |
| Other Current Assets | · | · | · | $22M | $3M | $1M | $3M | $20M | $25M | $12M | $18M | $10M | |
| Current Assets | $124M | $94M | $138M | $294M | $146M | $119M | $79M | $91M | $95M | $76M | $110M | $143M | |
| PP&E (Net) | $1.72B | $1.63B | $1.33B | $1.18B | $779M | $815M | $901M | $805M | $726M | $607M | $524M | $436M | |
| PP&E (Gross) | · | $3.04B | $2.56B | $2.22B | $1.69B | $1.61B | $1.59B | $1.38B | $1.20B | $994M | $833M | $688M | |
| Accum. Depreciation | $1.67B | $1.40B | $1.22B | $1.04B | $909M | $799M | $687M | $578M | $474M | $388M | $309M | $252M | |
| Goodwill | $743M | $743M | $742M | $744M | $273M | $273M | $273M | $273M | $273M | $273M | $273M | $273M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | $4M | |
| Other Non-current Assets | $40M | $38M | $34M | $30M | $23M | $24M | $20M | $18M | $16M | $16M | $18M | $20M | |
| Total Assets | $4.12B | $4.02B | $3.75B | $3.76B | $2.35B | $2.35B | $2.37B | $1.27B | $1.20B | $1.05B | $1.00B | $950M | |
| Accounts Payable | $126M | $134M | $119M | $85M | $62M | $36M | $65M | $60M | $55M | $55M | $43M | $35M | |
| Accrued Liabilities | $300M | $291M | $306M | $343M | $248M | $235M | $207M | $157M | $135M | $112M | $104M | $89M | |
| Current Liabilities | $435M | $434M | $436M | $438M | $312M | $272M | $291M | $244M | $208M | $178M | $157M | $126M | |
| Capital Leases | $1.56B | $1.58B | $1.56B | $1.57B | $1.28B | $1.27B | $1.22B | · | · | · | · | · | |
| Deferred Tax | $69M | $73M | $90M | $66M | $12M | $14M | $19M | $15M | $10M | $14M | $35M | $28M | |
| Other Non-current Liabilities | $445M | $309M | $135M | $56M | $38M | $50M | $36M | $24M | $21M | $17M | $10M | $9M | |
| Long-term Debt | $1.55B | $1.52B | $1.34B | $1.29B | $440M | $610M | $648M | $394M | $367M | $265M | $338M | $430M | |
| Total Debt | $1.52B | $1.49B | $1.29B | $1.23B | $431M | $596M | · | $393M | $366M | $264M | $338M | $429M | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $616.0K | $605.0K | $434.0K | $432.0K | $427.0K | $425.0K | $416.0K | $402.0K | |
| Retained Earnings | $609M | $658M | $599M | $472M | $335M | $226M | $433M | $354M | $248M | $144M | $66M | $6M | |
| Treasury Stock | $1.15B | $1.12B | $945M | $639M | $605M | $596M | $595M | $297M | $147M | $15M | · | $1M | |
| AOCI | $-1M | $-2M | $-900.0K | $-900.0K | $-4M | $-9M | $-8M | $-683.0K | · | · | · | · | |
| Stockholders' Equity | $91M | $146M | $251M | $410M | $275M | $153M | $170M | $388M | $422M | $439M | $346M | $259M | |
| Liabilities + Equity | $4.12B | $4.02B | $3.75B | $3.76B | $2.35B | $2.35B | $2.37B | $1.27B | $1.20B | $1.05B | $1.00B | $950M | |
| Shares Outstanding | 34,750,000 | 63,160,000 | 62,860,000 | 62,420,000 | 61,560,000 | 60,480,000 | 30,603,340 | 37,522,085 | 40,102,085 | 42,204,587 | 41,618,933 | · |
Flujo de Efectivo 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $279M | $238M | $208M | $169M | $138M | $139M | $132M | $118M | $103M | $88M | $79M | $71M | |
| Stock-based Comp | $20M | $5M | $16M | $20M | $12M | $7M | $7M | $7M | $9M | $6M | $4M | $2M | |
| Deferred Tax | $-3M | $-21M | $17M | $28M | $-8M | $-3M | $6M | $5M | $-9M | $7M | $8M | $-2M | |
| Amort. of Intangibles | · | · | · | · | · | · | $61.0K | $188.0K | $588.0K | $1M | $1M | $1M | |
| Operating Cash Flow | $291M | $312M | $364M | $444M | $283M | $-49M | $289M | $338M | $265M | $231M | $187M | $87M | |
| CapEx | $391M | $530M | $330M | $234M | $92M | $83M | $228M | $216M | $220M | $181M | $163M | $130M | |
| Investing Cash Flow | $-387M | $-530M | $-329M | $-1.05B | $-92M | $-82M | $-227M | $-204M | $-217M | $-159M | · | · | |
| Net Debt Issued | · | · | · | · | · | $-255M | · | · | · | · | · | · | |
| Stock Issued | · | · | · | $0 | $0 | $182M | · | · | · | · | · | · | |
| Stock Repurchased | $24M | $172M | $300M | $25M | $0 | $0 | $297M | $149M | $152M | $29M | · | · | |
| Net Stock Activity | $-24M | $-172M | $-300M | $-25M | · | $182M | · | $-149M | $-152M | $-29M | · | · | |
| Dividends Paid | · | · | · | $0 | $0 | $5M | $16M | $12M | · | · | · | · | |
| Financing Cash Flow | $106M | $187M | $-179M | $763M | $-178M | $118M | $-59M | $-131M | $-49M | $-77M | · | · | |
| Net Change in Cash | $10M | $-30M | $-144M | $156M | $14M | $-13M | $3M | $3M | $-1M | $-5M | $-45M | $33M | |
| Taxes Paid | $11M | $20M | $10M | $-30M | $22M | $-9M | $27M | $13M | $43M | $28M | $8M | $5M | |
| Free Cash Flow | $-101M | $-218M | $34M | $210M | $191M | $-132M | · | $121M | $45M | $51M | $24M | $-43M | |
| Levered FCF | · | · | $-65M | $141M | $145M | $-159M | · | $111M | $38M | $46M | $17M | $-66M |
Rentabilidad 7
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.1% | 10.3% | 13.9% | 13.4% | 14.3% | · | · | · | 14.5% | 15.0% | 12.7% | 9.9% | |
| Net Margin | -2.3% | 2.7% | 5.8% | 7.0% | 8.3% | · | · | · | · | · | · | · | |
| Pretax Margin | -3.2% | 3.3% | 7.4% | 8.8% | 9.8% | · | · | · | 13.7% | 14.3% | 10.6% | 1.5% | |
| EBITDA Margin | 4.1% | 10.3% | 13.9% | 13.4% | 14.3% | · | · | · | 14.5% | 15.0% | 12.7% | 9.9% | |
| ROA | -1.2% | 1.5% | 3.4% | 4.5% | 4.6% | · | · | · | · | · | · | · | |
| ROE | -37.8% | 31.3% | 54.8% | 35.5% | 41.6% | · | · | · | · | · | · | · | |
| ROIC | 3.8% | 11.3% | 15.4% | 12.6% | 22.5% | -24.0% | · | 16.3% | 16.3% | 13.5% | 10.4% | 7.1% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 0.2 | 0.3 | 0.7 | 0.5 | 0.4 | · | 0.4 | 0.5 | 0.4 | 0.7 | 1.1 | |
| Quick Ratio | 0.0 | 0.0 | 0.1 | 0.4 | 0.1 | 0.0 | · | 0.1 | 0.1 | 0.1 | 0.2 | 0.6 | |
| Debt / Equity | 16.7 | 10.2 | 5.1 | 3.0 | 1.6 | 3.9 | · | 1.0 | 0.9 | 0.6 | 1.0 | 1.7 | |
| LT Debt / Equity | 16.6 | 10.1 | 5.1 | 3.0 | 1.6 | 3.9 | · | 1.0 | 0.8 | 0.6 | 1.0 | 1.7 | |
| Interest Coverage | · | · | 2.4 | 3.0 | 3.5 | -6.8 | · | 12.3 | 19.1 | 21.5 | 9.6 | 2.1 |
Eficiencia 2
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | · | · | · | 1.0 | 1.0 | 0.9 | 0.8 | |
| Inventory Turnover | 7.5 | 8.2 | 8.2 | 7.2 | 6.4 | 2.6 | · | 8.0 | 8.0 | 8.7 | · | · |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.4% | -3.3% | 12.3% | 50.6% | 198.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.3% | 17.8% | 71.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 37.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -49.3% | 3.2% | 26.2% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -12.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -54.1% | -7.4% | 26.1% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -18.8% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.10B | $2.13B | $2.21B | $1.96B | $1.30B | $437M | $1.35B | $1.27B | $1.14B | $1.01B | $867M | $747M | |
| Net Income TTM | $-49M | $58M | $127M | $137M | $109M | $-207M | $100M | $117M | $113M | $91M | $60M | · | |
| Market Cap | $708M | $973M | $2.22B | $2.01B | $1.71B | $1.62B | · | $1.93B | $1.91B | $2.31B | · | · | |
| Enterprise Value | $2.21B | $2.45B | $3.48B | $3.06B | $2.12B | $2.21B | · | $2.30B | $2.26B | $2.56B | · | · | |
| P/E | -14.5 | 18.8 | 19.2 | 14.9 | 16.0 | -7.2 | 15.0 | 17.5 | 16.8 | 26.1 | 26.1 | 136.9 | |
| P/S | 0.3 | 0.5 | 1.0 | 1.0 | 1.3 | 3.7 | · | 1.5 | 1.7 | 2.3 | · | · | |
| P/B | 7.8 | 6.7 | 8.8 | 4.9 | 6.2 | 10.6 | · | 5.0 | 4.5 | 5.3 | · | · | |
| P / Tangible Book | · | · | · | · | 611.5 | · | · | · | · | · | · | · | |
| P / Cash Flow | 2.4 | 3.1 | 6.1 | 4.5 | 6.0 | -32.9 | · | 5.7 | 7.2 | 10.0 | · | · | |
| P / FCF | -7.0 | -4.5 | 65.4 | 9.6 | 9.0 | -12.3 | · | 15.9 | 42.7 | 45.6 | · | · | |
| EV / EBITDA | 25.7 | 11.1 | 11.3 | 11.7 | 11.3 | -8.7 | · | 14.3 | 13.6 | 17.0 | · | · | |
| EV / FCF | -22.0 | -11.3 | 102.3 | 14.6 | 11.1 | -16.7 | · | 18.9 | 50.5 | 50.4 | · | · | |
| EV / Revenue | 1.1 | 1.1 | 1.6 | 1.6 | 1.6 | 5.1 | · | 1.8 | 2.0 | 2.5 | · | · | |
| Dividend Yield | · | · | · | 0.00% | 0.00% | 0.30% | · | 0.60% | · | · | · | · | |
| Earnings Yield | -6.9% | 5.3% | 5.2% | 6.7% | 6.3% | -14.0% | 6.7% | 5.7% | 5.9% | 3.8% | 3.8% | 0.73% | |
| Payout Ratio | · | · | · | 0.00% | · | · | · | · | · | · | · | · | |
| Annual Payout | · | · | · | $0 | $0 | $5M | $16M | $12M | · | · | · | · |
Estado de resultados 15
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $559M | $530M | $448M | $557M | $568M | $534M | $453M | $557M | $588M | $599M | $467M | $542M | $597M | $481M | $468M | |
| Cost of Revenue | $80M | $78M | $64M | $76M | $82M | $78M | $68M | $82M | $87M | $95M | $76M | $87M | $94M | $76M | $76M | |
| SG&A Expense | $28M | $28M | $33M | $32M | $24M | $19M | $25M | $28M | $28M | $22M | $28M | $32M | $31M | $33M | $38M | |
| Operating Expenses | $512M | $543M | $464M | $504M | $504M | $490M | $447M | $473M | $503M | $510M | $448M | $465M | $476M | $451M | $412M | |
| Operating Income | $47M | $-14M | $-16M | $53M | $63M | $44M | $6M | $84M | $86M | $90M | $19M | $77M | $121M | $30M | $56M | |
| Interest Expense | · | · | · | · | · | · | · | · | $33M | · | $29M | $33M | $31M | $28M | $17M | |
| Interest Income | $800.0K | · | · | · | $400.0K | · | · | · | · | · | · | · | · | · | · | |
| Pretax Income | $10M | $-52M | $-56M | $14M | $26M | $9M | $-42M | $51M | $52M | $50M | $-10M | $33M | $91M | $2M | $38M | |
| Income Tax | $4M | $-12M | $-14M | $3M | $5M | $-600.0K | $-9M | $10M | $11M | $14M | $-5M | $7M | $21M | $-200.0K | $9M | |
| Net Income | $6M | $-40M | $-42M | $11M | $22M | $9M | $-33M | $40M | $41M | $36M | $-5M | $26M | $70M | $2M | · | |
| EPS (Basic) | $0.16 | $-1.14 | $-1.22 | $0.33 | $0.63 | $0.28 | $-0.84 | $1.02 | $1.03 | $1.00 | $-0.12 | $0.60 | $1.46 | $0.04 | $0.60 | |
| EPS (Diluted) | $0.16 | $-1.12 | $-1.22 | $0.32 | $0.62 | $0.32 | $-0.84 | $0.99 | $0.99 | $0.95 | $-0.12 | $0.60 | $1.45 | $0.04 | $0.59 | |
| Shares (Basic) | 34,660,000 | -69,100,000 | 34,530,000 | 34,520,000 | 34,720,000 | -80,030,000 | 39,110,000 | 39,670,000 | 40,320,000 | -89,550,000 | 41,810,000 | 43,010,000 | 47,930,000 | 48,260,000 | 48,830,000 | |
| Shares (Diluted) | 34,940,000 | -70,190,000 | 34,530,000 | 35,140,000 | 35,190,000 | -81,520,000 | 39,110,000 | 40,780,000 | 41,640,000 | -89,590,000 | 41,810,000 | 43,380,000 | 48,470,000 | 48,740,000 | 49,270,000 | |
| EBITDA | $47M | · | $-16M | $53M | $63M | · | $6M | · | $86M | · | $19M | $77M | $121M | $30M | $56M |
Balance general 25
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $17M | $14M | $12M | $12M | $7M | $9M | $13M | $32M | · | $64M | $83M | $92M | $108M | $100M | |
| Inventory | $40M | $40M | $40M | $39M | $41M | $40M | $38M | $37M | $38M | · | $43M | $44M | $48M | $45M | $47M | |
| Prepaid Expense | $23M | $13M | $19M | $27M | $30M | $18M | $20M | $25M | $34M | · | $23M | $25M | $27M | $16M | $18M | |
| Other Current Assets | · | · | · | · | · | · | · | · | · | · | · | · | · | $18M | $15M | |
| Current Assets | $131M | $124M | $122M | $117M | $113M | $94M | $112M | $96M | $138M | · | $157M | $208M | $208M | $234M | $215M | |
| PP&E (Net) | $1.74B | $1.72B | $1.74B | $1.73B | $1.69B | $1.63B | $1.52B | $1.43B | $1.37B | · | $1.24B | $1.22B | $1.19B | $1.16B | $1.15B | |
| Accum. Depreciation | $1.74B | $1.67B | $1.59B | $1.53B | $1.47B | $1.40B | $1.40B | $1.34B | $1.28B | · | $1.17B | $1.13B | $1.09B | · | $972M | |
| Goodwill | $743M | $743M | $743M | $742M | $742M | $743M | $742M | $742M | $742M | $742M | $742M | $742M | $742M | $787M | $729M | |
| Other Non-current Assets | $39M | $40M | $38M | $38M | $38M | $38M | $38M | $36M | $35M | · | $24M | $26M | $28M | $30M | $29M | |
| Total Assets | $4.14B | $4.12B | $4.13B | $4.09B | $4.06B | $4.02B | $3.94B | $3.83B | $3.79B | · | $3.70B | $3.73B | $3.69B | $3.69B | $3.65B | |
| Accounts Payable | $142M | $126M | $91M | $59M | $110M | $134M | $90M | $84M | $109M | · | $70M | $70M | $64M | $57M | $67M | |
| Accrued Liabilities | $301M | $300M | $277M | $282M | $300M | $291M | $293M | $308M | $303M | · | $339M | $341M | $332M | $339M | $330M | |
| Current Liabilities | $452M | $435M | $378M | $350M | $431M | $434M | $391M | $408M | $424M | · | $419M | $422M | $410M | $406M | $408M | |
| Capital Leases | $1.56B | $1.56B | $1.55B | $1.54B | $1.55B | $1.58B | $1.59B | $1.59B | $1.55B | · | $1.58B | $1.59B | $1.58B | $1.58B | $1.60B | |
| Deferred Tax | $70M | $69M | $78M | $76M | $59M | $73M | $84M | $86M | $91M | · | $74M | $84M | $78M | $57M | $13M | |
| Other Non-current Liabilities | $462M | $445M | $437M | $414M | $307M | $309M | $202M | $174M | $137M | · | $128M | $44M | $42M | $54M | $54M | |
| Long-term Debt | $1.53B | $1.55B | $1.59B | $1.59B | $1.61B | $1.52B | $1.49B | $1.34B | $1.34B | · | $1.34B | $1.34B | $1.28B | $1.29B | $1.29B | |
| Total Debt | $1.50B | · | $1.56B | $1.56B | $1.58B | · | $1.45B | · | $1.30B | · | $1.29B | $1.29B | · | $1.23B | $1.23B | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | · | $600.0K | $600.0K | $600.0K | $623.0K | $622.0K | |
| Retained Earnings | $614M | $609M | $648M | $691M | $679M | $658M | $648M | $681M | $641M | · | $563M | $568M | $542M | $433M | $431M | |
| Treasury Stock | $1.15B | $1.15B | $1.15B | $1.14B | $1.14B | $1.12B | $1.04B | $1.01B | $957M | · | $945M | $844M | $766M | $638M | $637M | |
| AOCI | $-900.0K | $-1M | $-2M | $-1M | $-1M | $-2M | $-1M | $-1M | $-1M | · | $-1M | $-800.0K | $-900.0K | $-1M | $-908.0K | |
| Stockholders' Equity | $100M | $91M | $131M | $166M | $147M | $146M | $227M | $284M | $292M | $251M | $212M | $314M | $360M | $361M | $356M | |
| Liabilities + Equity | $4.14B | $4.12B | $4.13B | $4.09B | $4.06B | $4.02B | $3.94B | $3.83B | $3.79B | · | $3.70B | $3.73B | $3.69B | $3.69B | $3.65B | |
| Shares Outstanding | 34,790,000 | 34,750,000 | 34,660,000 | 34,660,000 | 34,550,000 | 35,550,000 | 38,500,000 | 39,300,000 | 40,350,000 | 62,860,000 | 40,190,000 | 42,970,000 | 44,880,000 | 48,276,202 | 48,226,654 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $71M | $88M | $63M | $65M | $63M | $64M | $54M | $58M | $63M | $59M | $52M | $49M | $49M | $48M | $39M | |
| Stock-based Comp | $2M | $-200.0K | $9M | $8M | $3M | $-4M | $3M | $2M | $4M | $600.0K | $4M | $5M | $7M | $3M | $5M | |
| Deferred Tax | $2M | $-8M | $2M | $18M | $-15M | $-14M | $-2M | $-6M | $1M | $16M | $-15M | $4M | $12M | $10M | · | |
| Operating Cash Flow | $114M | $103M | $58M | $34M | $96M | $109M | $-7M | $102M | $109M | $97M | $71M | $104M | $92M | $68M | · | |
| CapEx | $105M | $69M | $79M | $89M | $155M | $170M | $131M | $116M | $113M | $123M | $74M | $83M | $51M | $64M | · | |
| Investing Cash Flow | $-105M | $-69M | $-79M | $-85M | $-155M | $-170M | $-131M | $-116M | $-113M | $-122M | $-74M | $-83M | $-51M | $-60M | · | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $24M | $84M | $28M | $50M | $10M | $0 | $100M | $73M | $127M | $-15.0K | $25M | |
| Net Stock Activity | $0 | · | · | · | $-24M | · | · | · | $-10M | · | · | · | $-127M | · | · | |
| Financing Cash Flow | $-6M | $-31M | $22M | $51M | $64M | $59M | $134M | $-5M | $-1M | $-2M | $-16M | $-30M | $-132M | $-426.0K | · | |
| Net Change in Cash | $3M | $3M | $2M | $100.0K | $5M | $-2M | $-4M | $-19M | $-5M | $-27M | $-19M | $-9M | $-90M | $8M | · | |
| Taxes Paid | $0 | $2M | $300.0K | $10M | $-1M | $100.0K | $17M | $3M | $100.0K | $9M | $-17M | $16M | $1M | $430.0K | · | |
| Free Cash Flow | $8M | · | · | · | $-59M | · | · | · | $-4M | · | · | · | $41M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-30M | · | · | · | $17M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.4% | · | -3.6% | 9.5% | 11.1% | · | 1.4% | · | 14.5% | · | 4.0% | 14.2% | 20.3% | 6.3% | 12.1% | |
| Net Margin | 1.0% | · | -9.4% | 2.1% | 3.8% | · | · | · | 7.0% | · | · | · | 11.7% | · | · | |
| Pretax Margin | 1.8% | · | -12.6% | 2.6% | 4.7% | · | -9.2% | · | 8.9% | · | -2.2% | 6.1% | 15.2% | 0.36% | 8.1% | |
| EBITDA Margin | 8.4% | · | -3.6% | 9.5% | 11.1% | · | 1.4% | · | 14.5% | · | 4.0% | 14.2% | 20.3% | 6.3% | 12.1% | |
| ROA | 0.14% | · | -1.0% | 0.29% | 0.55% | · | · | · | 1.1% | · | · | · | · | · | · | |
| ROE | 4.6% | · | -23.6% | 5.1% | 9.9% | · | · | · | 12.7% | · | · | · | · | · | · | |
| ROIC | 1.7% | · | -0.72% | 2.5% | 3.0% | · | 0.29% | · | 4.2% | · | 0.63% | 3.8% | · | 2.1% | 2.7% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | · | 0.3 | · | 0.4 | 0.5 | · | 0.6 | 0.5 | |
| Quick Ratio | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | · | 0.1 | · | 0.2 | 0.2 | · | 0.3 | 0.2 | |
| Debt / Equity | 15.1 | · | 11.9 | 9.4 | 10.7 | · | 6.4 | · | 4.4 | · | 6.1 | 4.1 | · | 3.4 | 3.4 | |
| LT Debt / Equity | 15.0 | · | 11.9 | 9.3 | 10.7 | · | 6.4 | · | 4.4 | · | 6.1 | 4.1 | · | 3.4 | 3.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 2.6 | · | 0.6 | 2.3 | 4.0 | 1.1 | 3.3 |
Eficiencia 2
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | · | 0.2 | · | 0.1 | 0.1 | · | 0.2 | 0.2 | |
| Inventory Turnover | 2.0 | · | 1.6 | 2.0 | 2.1 | · | 1.7 | · | 2.0 | · | 1.6 | 1.8 | · | 1.8 | 2.1 |
Valoración (TTM) 13
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.13B | · | $2.03B | $2.14B | $2.17B | · | $2.07B | $2.15B | $2.19B | · | · | $2.22B | $2.14B | · | $1.69B | |
| Net Income TTM | $-3M | · | $-42M | $41M | $71M | · | · | · | · | · | $274M | $274M | $274M | · | · | |
| Market Cap | $364M | · | $491M | $917M | $681M | · | $1.48B | · | $2.13B | · | $1.39B | $1.95B | · | $1.94B | $1.80B | |
| Enterprise Value | $1.85B | · | $2.04B | $2.46B | $2.25B | · | $2.92B | · | $3.40B | · | $2.62B | $3.16B | · | $3.07B | $2.93B | |
| P/E | -87.2 | · | -12.7 | 24.3 | 11.2 | · | 37.6 | 13.1 | 18.1 | · | · | 12.8 | 10.0 | · | 10.7 | |
| P/S | 0.2 | · | 0.2 | 0.4 | 0.3 | · | 0.7 | · | 1.0 | · | · | 0.9 | · | · | 1.1 | |
| P/B | 3.7 | · | 3.8 | 5.5 | 4.6 | · | 6.5 | · | 7.3 | · | 6.6 | 6.2 | · | 5.4 | 5.1 | |
| P / Cash Flow | 3.2 | · | · | · | 7.1 | · | · | · | 19.6 | · | · | · | · | · | · | |
| P / FCF | 42.8 | · | · | · | -11.6 | · | · | · | -507.4 | · | · | · | · | · | · | |
| EV / EBITDA | 39.4 | · | -125.8 | 46.5 | 35.5 | · | 463.6 | · | 39.7 | · | 140.8 | 40.9 | · | 101.8 | 51.9 | |
| EV / FCF | 217.2 | · | · | · | -38.2 | · | · | · | -808.9 | · | · | · | · | · | · | |
| EV / Revenue | 0.9 | · | 1.0 | 1.2 | 1.0 | · | 1.4 | · | 1.5 | · | · | 1.4 | · | · | 1.7 | |
| Earnings Yield | -1.1% | · | -7.9% | 4.1% | 8.9% | · | 2.7% | 7.6% | 5.5% | · | · | 7.8% | 10.0% | · | 9.4% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-02-03 | 2025-02-04 | 2024-02-04 | 2023-01-29 | 2022-01-30 | |
|---|---|---|---|---|---|
| Ingresos | $2.10B | $2.13B | $2.21B | $1.96B | $1.30B |
| Margen Operativo % | 4.1% | 10.3% | 13.9% | 13.4% | 14.3% |
| Beneficio neto | $-49M | $58M | $127M | $137M | $109M |
| EPS Diluido | $-1.40 | $1.46 | $2.88 | $2.79 | $2.21 |
Balance general
| 2026-02-03 | 2025-02-04 | 2024-02-04 | 2023-01-29 | 2022-01-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 16.7 | 10.2 | 5.1 | 3.0 | 1.6 |
| Ratio corriente | 0.3 | 0.2 | 0.3 | 0.7 | 0.5 |
| Ratio Rápido | 0.0 | 0.0 | 0.1 | 0.4 | 0.1 |
Flujo de Efectivo
| 2026-02-03 | 2025-02-04 | 2024-02-04 | 2023-01-29 | 2022-01-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-101M | $-218M | $34M | $210M | $191M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 210 declarantes · $457.3M 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 |
|---|---|---|---|---|
| 36 (-22 vs trimestre anterior) | 43 (+1 vs trimestre anterior) | 71 (+16 vs trimestre anterior) | 55 (-11 vs trimestre anterior) | +1.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Hill Path Capital LP | $81 159 507 | 7 119 255 | 17,75% | Acciones |
| NOMURA HOLDINGS INC | $27 487 577 | 2 411 191 | 6,01% | Acciones |
| EMINENCE CAPITAL, LP | $25 407 592 | 2 346 038 | 5,56% | Acciones |
| GOLDMAN SACHS GROUP INC | $24 449 432 | 2 144 687 | 5,35% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $20 560 493 | 1 803 552 | 4,50% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $16 598 400 | 1 456 000 | 3,63% | Acciones |
| Wolf Hill Capital Management, LP | $15 468 694 | 1 356 903 | 3,38% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $13 267 742 | 1 163 837 | 2,90% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $11 750 539 | 1 030 749 | 2,57% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8 690 197 | 762 298 | 1,90% | Acciones |
| Point72 Asset Management, L.P. | $7 812 762 | 685 330 | 1,71% | Acciones |
| MUFG Securities EMEA plc | $7 501 200 | 658 000 | 1,64% | Acciones |
| CastleKnight Management LP | $7 060 761 | 619 365 | 1,54% | Acciones |
| Jump Financial, LLC | $6 963 120 | 610 800 | 1,52% | Acciones |
| STATE STREET CORP | $6 759 345 | 592 925 | 1,48% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $6 685 770 | 586 300 | 1,46% | Acciones |
| Engineers Gate Manager LP | $6 124 696 | 537 254 | 1,34% | Acciones |
| Public Sector Pension Investment Board | $6 087 600 | 534 000 | 1,33% | Acciones |
| CIBC WORLD MARKETS CORP | $5 443 302 | 335 799 | 1,19% | Acciones |
| ING GROEP NV | $5 141 400 | 451 000 | 1,12% | Acciones |
| Windward Management LP | $5 130 000 | 450 000 | 1,12% | Opción de compra |
| DIMENSIONAL FUND ADVISORS LP | $4 550 139 | 399 135 | 0,99% | Acciones |
| Saba Capital Management, L.P. | $4 361 708 | 382 606 | 0,95% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 089 180 | 358 700 | 0,89% | Opción de venta |
| Windward Management LP | $3 990 000 | 350 000 | 0,87% | Acciones |
| CenterBook Partners LP | $3 815 683 | 334 709 | 0,83% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 803 040 | 333 600 | 0,83% | Opción de compra |
| Clearline Capital LP | $3 626 682 | 318 130 | 0,79% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $3 390 919 | 297 449 | 0,74% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3 346 755 | 293 575 | 0,73% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 299 012 | 289 387 | 0,72% | Acciones |
| NATIXIS | $3 243 300 | 284 500 | 0,71% | Acciones |
| NORGES BANK | $3 125 880 | 274 200 | 0,68% | Acciones |
| JANE STREET GROUP, LLC | $2 941 177 | 257 998 | 0,64% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $2 938 840 | 257 793 | 0,64% | Acciones |
| Nebula Research & Development LLC | $2 803 997 | 93 218 | 0,61% | Acciones |
| D. E. Shaw & Co., Inc. | $2 758 800 | 242 000 | 0,60% | Opción de venta |
| BlackRock, Inc. | $2 681 234 | 235 196 | 0,59% | Acciones |
| CITADEL ADVISORS LLC | $2 626 560 | 230 400 | 0,57% | Opción de compra |
| Walleye Capital LLC | $2 545 996 | 223 333 | 0,56% | Acciones |
| Centiva Capital, LP | $2 484 060 | 217 900 | 0,54% | Opción de venta |
| AQR CAPITAL MANAGEMENT LLC | $2 372 477 | 208 112 | 0,52% | Acciones |
| WOLVERINE TRADING, LLC | $2 339 568 | 123 200 | 0,51% | Opción de compra |
| Patient Capital Management, LLC | $2 325 851 | 204 022 | 0,51% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2 287 649 | 200 671 | 0,50% | Acciones |
| JANE STREET GROUP, LLC | $2 230 980 | 195 700 | 0,49% | Opción de venta |
| VANGUARD FIDUCIARY TRUST CO | $2 205 592 | 193 473 | 0,48% | Acciones |
| CIBC Bancorp USA Inc. | $2 114 757 | 185 505 | 0,46% | Acciones |
| CIBC WORLD MARKET INC. | $2 097 600 | 184 000 | 0,46% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 091 387 | 183 455 | 0,46% | Acciones |
| CITADEL ADVISORS LLC | $1 920 900 | 168 500 | 0,42% | Opción de venta |
| Shay Capital LLC | $1 892 047 | 165 969 | 0,41% | Acciones |
| NATIONAL BANK OF CANADA /FI/ | $1 858 200 | 163 000 | 0,41% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 739 264 | 152 567 | 0,38% | Acciones |
| D. E. Shaw & Co., Inc. | $1 733 701 | 152 079 | 0,38% | Acciones |
| ExodusPoint Capital Management, LP | $1 717 775 | 150 682 | 0,38% | Acciones |
| Schonfeld Strategic Advisors LLC | $1 645 509 | 144 343 | 0,36% | Acciones |
| XTX Topco Ltd | $1 532 217 | 134 405 | 0,34% | Acciones |
| Quinn Opportunity Partners LLC | $1 498 017 | 131 405 | 0,33% | Acciones |
| Squarepoint Ops LLC | $1 495 315 | 131 168 | 0,33% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 482 000 | 130 000 | 0,32% | Opción de compra |
| D. E. Shaw & Co., Inc. | $1 447 800 | 127 000 | 0,32% | Opción de compra |
| WOLVERINE TRADING, LLC | $1 445 139 | 76 100 | 0,32% | Opción de venta |
| BNP PARIBAS FINANCIAL MARKETS | $1 411 753 | 123 838 | 0,31% | Acciones |
| JANE STREET GROUP, LLC | $1 390 800 | 122 000 | 0,30% | Opción de compra |
| Numerai GP LLC | $1 282 785 | 112 525 | 0,28% | Acciones |
| Kazazian Asset Management, LLC | $1 281 246 | 112 390 | 0,28% | Acciones |
| Jain Global LLC | $1 255 870 | 110 164 | 0,27% | Acciones |
| Campbell & CO Investment Adviser LLC | $1 231 873 | 108 059 | 0,27% | Acciones |
| CITIGROUP INC | $1 231 747 | 108 048 | 0,27% | Acciones |
| Trexquant Investment LP | $1 134 973 | 99 559 | 0,25% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 117 200 | 98 000 | 0,24% | Opción de venta |
| Walleye Trading LLC | $1 096 680 | 96 200 | 0,24% | Opción de compra |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1 091 778 | 95 770 | 0,24% | Acciones |
| Keeley-Teton Advisors, LLC | $1 088 198 | 61 935 | 0,24% | Acciones |
| M.E. ALLISON & CO., INC. | $999 780 | 87 700 | 0,22% | Acciones |
| Diametric Capital, LP | $978 838 | 85 863 | 0,21% | Acciones |
| Walleye Capital LLC | $907 440 | 79 600 | 0,20% | Opción de compra |
| Walleye Capital LLC | $858 420 | 75 300 | 0,19% | Opción de venta |
| CITADEL ADVISORS LLC | $769 728 | 67 520 | 0,17% | Acciones |
| Point72 Asset Management, L.P. | $718 200 | 63 000 | 0,16% | Opción de compra |
| AMERICAN CENTURY COMPANIES INC | $682 108 | 59 834 | 0,15% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $657 826 | 57 704 | 0,14% | Acciones |
| Hudson Bay Capital Management LP | $558 600 | 49 000 | 0,12% | Opción de compra |
| WOLVERINE TRADING, LLC | $553 938 | 29 170 | 0,12% | Acciones |
| Walleye Trading LLC | $497 040 | 43 600 | 0,11% | Opción de venta |
| Quadrature Capital Ltd | $495 011 | 43 422 | 0,11% | Acciones |
| Skopos Labs, Inc. | $431 284 | 39 823 | 0,09% | Acciones |
| RHUMBLINE ADVISERS | $419 672 | 36 814 | 0,09% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $368 328 | 34 010 | 0,08% | Acciones |
| Quantbot Technologies LP | $358 963 | 31 488 | 0,08% | Acciones |
| HSBC HOLDINGS PLC | $352 737 | 31 133 | 0,08% | Acciones |
| Bank of New York Mellon Corp | $348 874 | 30 603 | 0,08% | Acciones |
| Entropy Technologies, LP | $347 985 | 30 525 | 0,08% | Acciones |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $339 948 | 29 820 | 0,07% | Acciones |
| WELLS FARGO & COMPANY/MN | $283 415 | 24 861 | 0,06% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $275 580 | 25 446 | 0,06% | Acciones |
| Brevan Howard Capital Management LP | $269 963 | 23 681 | 0,06% | Acciones |
| AlphaQuest LLC | $268 989 | 16 594 | 0,06% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $267 900 | 23 500 | 0,06% | Opción de compra |
Informantes de la empresa 51 insiders · 30 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Tarun Lal | Chief Executive Officer | 24 de abril de 2026 A | 49 165 | 2 | 0 | $69 690 |
| Christopher Daniel Morris | Chief Executive Officer | 8 de octubre de 2024 A | 83 847 | 0 | 0 | $0 |
| Brian Jenkins | Chief Executive Officer | 23 de abril de 2021 A | 278 827 | 0 | 0 | $0 |
| Michael Quartieri | Chief Financial Officer | 24 de abril de 2024 F | 42 659 | 0 | 0 | $0 |
| Scott Justin Bowman | SVP, Chief Financial Officer | 23 de abril de 2021 A | 85 132 | 0 | 0 | $0 |
| Antonio Pineiro | President, International | 2 de junio de 2026 A | 88 508 | 0 | 0 | $0 |
| Margo Lynn Manning | Chief Operating Officer | 6 de mayo de 2022 F | 134 951 | 0 | 0 | $0 |
| Dolf A Berle | Pres. & COO | 10 de noviembre de 2016 M | 1 | 0 | 0 | $0 |
| Rachel Morgan | Chief Legal Officer, Corp Sec | 22 de junio de 2026 A | 126 050 | 0 | 0 | $0 |
| Jeremy Tucker | Chief Marketing Officer | 22 de junio de 2026 A | 231 092 | 0 | 0 | $0 |
| Steve Klohn | SVP Chief Information Officer | 8 de junio de 2026 F | 43 026 | 0 | 1 | $-102 668 |
| Kevin Fish | SVP, Chief Tech & Digital Ofc | 2 de junio de 2026 A | 40 823 | 0 | 0 | $0 |
| Tony Wehner | Pres. Operations, Main Event | 2 de junio de 2026 A | 114 883 | 0 | 0 | $0 |
| Les Lehner | SVP, Chief Development Officer | 2 de junio de 2026 A | 89 873 | 0 | 0 | $0 |
| Rodolfo Rodriguez Jr | SVP, Chief Legal Officer | 24 de abril de 2026 A | 27 366 | 1 | 0 | $14 673 |
| Humera Kassem | Chief People Officer | 27 de junio de 2025 A | 20 330 | 0 | 0 | $0 |
| John Mulleady | Former Chief Dev Ofc | 27 de junio de 2025 A | 63 090 | 0 | 0 | $0 |
| Megan Estrada | Chief Marketing Officer | 8 de octubre de 2024 A | 14 391 | 0 | 0 | $0 |
| Ashley Zickefoose | SVP, Chief Marketing Officer | 24 de abril de 2023 A | 24 342 | 0 | 0 | $0 |
| Randall L Jones | VP Accounting and Controller | 24 de enero de 2023 D | 5 284 | 0 | 0 | $0 |
| Brandon Charles Coleman III | SVP, Chief Marketing Officer | 13 de mayo de 2022 S | 32 302 | 0 | 0 | $0 |
| John Paul Hurtado | SVP, Chief Information Officer | 6 de mayo de 2022 F | 51 270 | 0 | 0 | $0 |
| Robert William Edmund | SVP, General Counsel | 6 de mayo de 2022 F | 58 928 | 0 | 0 | $0 |
| Michasel Joseph Metzinger | VP of Accounting & Controller | 6 de mayo de 2022 F | 10 492 | 0 | 0 | $0 |
| Kevin Bachus | SVP, Ent. & Games Strategy | 6 de mayo de 2022 F | 52 251 | 0 | 0 | $0 |
| John P Gleason | SVP & CMO | 23 de diciembre de 2019 M | 21 325 | 0 | 0 | $0 |
| Joseph Benjamin Deprospero | Vice President of Finance | 11 de abril de 2019 A | 14 684 | 0 | 0 | $0 |
| Michael J Plunkett | SVP of Purch & Intl Ops | 1 de abril de 2019 M | 1 | 0 | 0 | $0 |
| Angelia E Pelham | SVP of Human Resources | 12 de abril de 2018 A | — | 0 | 0 | $0 |
| Jay L Tobin | SVP, Gen Counsel & Sec | 12 de abril de 2018 A | 57 824 | 0 | 0 | $0 |
| Charles Protell | Consejero | 18 de agosto de 2026 A | 11 969 | 0 | 0 | $0 |
| Atish Shah | Consejero | 24 de abril de 2026 A | 28 717 | 0 | 0 | $0 |
| Hamish Dodds | Consejero | 27 de junio de 2025 A | 44 216 | 0 | 0 | $0 |
| Michael J Griffith | Consejero | 13 de diciembre de 2024 P | 54 269 | 0 | 0 | $0 |
| Jennifer Storms | Consejero | 24 de abril de 2024 A | 30 838 | 0 | 0 | $0 |
| Gail Mandel | Consejero | 24 de abril de 2024 A | 8 775 | 0 | 0 | $0 |
| Patricia H Mueller | Consejero | 18 de abril de 2022 A | 24 367 | 0 | 0 | $0 |
| Stephen M King | Consejero | 7 de mayo de 2021 M | 0 | 0 | 0 | $0 |
| Jonathan S Halkyard | Consejero | 23 de abril de 2021 A | 32 979 | 0 | 0 | $0 |
| John C Hockin | Consejero | 23 de abril de 2021 A | 2 820 | 0 | 0 | $0 |
| Victor L. Crawford | Consejero | 27 de abril de 2020 A | 13 409 | 0 | 0 | $0 |
| Alan J Lacy | Consejero | 7 de abril de 2017 A | 42 877 | 0 | 0 | $0 |
| JONES DAVID A /WI | Consejero | 12 de abril de 2016 M | 3 283 | 0 | 0 | $0 |
| Aldo Rosales | — | 10 de agosto de 2026 A | 104 591 | 0 | 0 | $0 |
| Cory Hatton | — | 10 de agosto de 2026 A | 100 475 | 0 | 0 | $0 |
| Darin Harper | — | 10 de agosto de 2026 A | 309 952 | 0 | 0 | $0 |
| Kevin M Sheehan | — | 10 de agosto de 2026 A | 129 876 | 0 | 0 | $0 |
| James P. Chambers | — | 5 de agosto de 2026 A | 31 408 | 0 | 0 | $0 |
| Allen R Weiss | — | 5 de agosto de 2026 A | 18 835 | 0 | 0 | $0 |
| Nathaniel Lipman | — | 5 de agosto de 2026 A | 18 715 | 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 |
|---|---|---|---|---|---|
| Hill Path Capital Partners LP, Hill Path Capital Partners II LP, Hill Path Capital Co-Investment Partners LP, Hill Path D Fund LP, Hill Path G Fund LP, Hill Path J Fund LP, Hill Path Capital Partners GP LLC, Hill Path Capital Partners II GP LLC, HP D GP LLC, HP G GP LLC, HP J GP LLC, Hill Path Investment Holdings LLC, Hill Path Investment Holdings II LLC, Hill Path Capital LP, Hill Path Holdings LLC, ROSS SCOTT I ×14 presentaciones | 9 de abril de 2025 | 20,60% | Enmienda | — | SEC |
| KKR Dragon Aggregator L.P., KKR Dragon Aggregator GP LLC, Powell Investors II Limited Partnership, KKR Special Situations Fund II Limited, KKR Special Situations (EEA) Fund II L.P., KKR Associates Special Situations (EEA) II Limited, KKR Associates Special Situations (Offshore) II L.P., KKR Special Situations (Offshore) II Limited, KKR Financial Holdings LLC, KKR Credit Fund Advisors LLC, KKR Credit Advisors (US) LLC, Kohlberg Kravis Roberts & Co. L.P., KKR & Co. GP LLC, KKR Holdco LLC, KKR Group Partnership L.P., KKR Group Holdings Corp., KKR & Co. Inc., KKR Management LLP, Henry R. Kravis, George R. Roberts ×6 presentaciones | 28 de marzo de 2022 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 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 |
|---|---|---|---|---|
| EBIT · Harbor ETF Trust | 0,08% | 839 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,06% | 94 103 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 160 482 SH | 19 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 329 994 NS | 31 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,03% | 29 580 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 46 436 NS | 31 de mayo de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 29 235 SH | 19 de agosto de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,02% | 105 266 SH | 19 de agosto de 2026 | Diario |
| FDIS · FIDELITY COVINGTON TRUST | 0,02% | 28 223 NS | 30 de abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,02% | 250 716 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 156 807 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 11 968 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 115 577 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1 280 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 701 498 SH | 19 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 129 240 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 1 001 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 1 016 NS | 31 de mayo de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 3 381 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 144 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 656 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 25 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 7 691 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 190 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 9 700 SH | 19 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 15 802 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 38 128 SH | 19 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 317 044 SH | 19 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 818 525 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 267 SH | 19 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 24 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 333 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 594 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 193 NS | 30 de abril de 2026 | N-PORT |