PLUS ePlus inc. - Common Stock
Acerca de ePlus inc. - Common Stock Descripción general de la empresa de Wikipedia
ePlus Inc. is an American consultative technology solutions provider that managed services across the technology spectrum, including security, cloud, networking, collaboration, artificial intelligence, and emerging solutions to more than 5,000 customers.
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ePlus Inc. (Nasdaq: PLUS) is an American consultative technology solutions provider that managed services across the technology spectrum, including security, cloud, networking, collaboration, artificial intelligence, and emerging solutions to more than 5,000 customers.
ePlus was founded in 1990, and was formerly known as MLC Holdings, Inc. The company changed its name to ePlus, inc. in 1999, after its IPO in 1996.
Partnerships
ePlus offers technology solutions through partnerships with various technology vendors in areas such as security, cloud, networking, artificial intelligence, and digital infrastructure including Cisco Systems, Hewlett Packard, Apple Inc., Dell and Microsoft.
Facilities and staff
ePlus’ operations are directed from its headquarters in Herndon, Virginia. The company has over 2,100 employees working in 30+ locations across the U.S., U.K., Europe, India and Singapore.
Acquisition history
Since its IPO, ePlus has acquired 27 businesses within the United States. Currently, it has three operating subsidiaries which are combined into two business segments:
The Technology Sales Business Unit – ePlus Technology, inc., which is the IT sales and services company, combined with ePlus Systems, inc., the software company.
The Financing Business Unit – ePlus Group, Inc., which is the leasing and business process outsourcing company; ePlus Group was sold to the Marlin Leasing Corporation (PEAC Solutions), a portfolio company of HPS Investment Partners, LLC, on June 30, 2025.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
PLUS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
PLUS 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 |
|---|---|
| 17 de junio de 2026 | $0,2700 |
| 24 de febrero de 2026 | $0,2500 |
| 25 de noviembre de 2025 | $0,2500 |
| 26 de agosto de 2025 | $0,2500 |
| 13 de diciembre de 2012 | $0,6250 |
PLUS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 42,9%
- Compra 3 42,9%
- Mantener 1 14,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
1 analistas · 2026-08-13Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de diciembre de 2026 | $1.00 | $1.00 | — |
| 30 de junio de 2026 | $1.28 | $1.17 | 0.11% |
| 31 de marzo de 2026 | $1.00 | $1.00 | 0.00% |
| 31 de diciembre de 2025 | $1.45 | $1.03 | 0.42% |
| 30 de septiembre de 2025 | $1.53 | $0.96 | 0.57% |
| 30 de junio de 2025 | $1.26 | $1.19 | 0.07% |
| 31 de marzo de 2025 | $1.11 | $0.88 | 0.23% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | — | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | — | 18.6 | 9.5% | — | — | — |
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| SCSC | $929M | 13.9 | -6.7% | 2.4% | 7.9% | 13.4% |
| CLMB | $474M | 22.2 | 40.1% | 3.3% | 19.2% | 16.1% |
| RELL | — | — | 9.4% | 2.8% | 4.0% | 31.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.44B | $2.00B | $2.18B | $2.07B | $1.82B | $1.57B | $1.59B | $1.37B | $1.42B | $1.33B | $1.20B | $1.14B | |
| Cost of Revenue | $1.83B | $1.49B | $1.67B | $1.55B | $1.36B | $1.17B | $1.20B | $1.04B | $1.10B | $1.03B | $942M | $899M | |
| Gross Profit | $616M | $512M | $512M | $518M | $461M | $394M | $391M | $330M | $323M | $300M | $262M | $245M | |
| SG&A Expense | $423M | $387M | $356M | $334M | $297M | $271M | $279M | $237M | $228M | $205M | $179M | $167M | |
| Operating Expenses | $450M | $412M | $378M | $351M | $314M | $287M | $296M | $251M | $239M | $214M | $186M | $174M | |
| Operating Income | $166M | $100M | $134M | $166M | $147M | $106M | $95M | $80M | $84M | $86M | $76M | $71M | |
| Interest Expense | · | · | $4M | $4M | $2M | $2M | $3M | $2M | $1M | $2M | · | · | |
| Other Non-op | $4M | $7M | $3M | $-3M | $-432.0K | $571.0K | $680.0K | $7M | $-348.0K | · | · | · | |
| Pretax Income | $173M | $106M | $135M | $163M | $147M | $107M | $96M | $86M | $84M | $86M | $76M | $78M | |
| Income Tax | $49M | $30M | $38M | $44M | $41M | $33M | $27M | $23M | $29M | $36M | $31M | $32M | |
| Net Income | $133M | $105M | $118M | $119M | $106M | $74M | $69M | $63M | $55M | $51M | $45M | $46M | |
| EPS (Basic) | $5.05 | $3.94 | $4.44 | $4.49 | $3.96 | $2.79 | $2.59 | $4.70 | $4.00 | $3.65 | $3.08 | $3.13 | |
| EPS (Diluted) | $5.03 | $3.93 | $4.41 | $4.48 | $3.93 | $2.77 | $2.57 | $4.65 | $3.95 | $3.60 | $3.05 | $3.10 | |
| Shares (Basic) | 26,234,000 | 26,503,000 | 26,610,000 | 26,569,000 | 26,638,000 | 26,674,000 | 26,654,000 | 13,448,000 | 13,790,000 | 13,867,000 | 14,513,000 | 14,636,000 | |
| Shares (Diluted) | 26,371,000 | 26,666,000 | 26,717,000 | 26,654,000 | 26,866,000 | 26,834,000 | 26,830,000 | 13,578,000 | 13,967,000 | 14,028,000 | 14,688,000 | 14,786,000 | |
| EBITDA | $194M | $171M | $184M | $185M | $172M | $126M | $114M | $98M | $100M | $97M | $92M | $86M |
Balance general 30
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $411M | $389M | $253M | $103M | $155M | $130M | $86M | $80M | $118M | $110M | $95M | $76M | |
| Receivables | $650M | $508M | $645M | $504M | $430M | $392M | $375M | $300M | $268M | · | · | · | |
| Inventory | $201M | $120M | $140M | $243M | $155M | $70M | $50M | $50M | $40M | $94M | $33M | $20M | |
| Prepaid Expense | · | · | · | · | · | $10M | $8M | $6M | $7M | $3M | $7M | $3M | |
| Other Current Assets | $49M | $31M | $27M | $55M | $14M | $11M | $9M | $7M | $24M | $43M | $11M | $7M | |
| Current Assets | $1.43B | $1.36B | $1.27B | $1.10B | $897M | $778M | $650M | $560M | $565M | $597M | $478M | $441M | |
| PP&E (Net) | $13M | $16M | $13M | $12M | $8M | $7M | $7M | $7M | $8M | $7M | $6M | $6M | |
| PP&E (Gross) | $43M | $43M | $40M | $44M | $41M | $38M | $35M | $33M | $31M | $26M | $23M | $22M | |
| Accum. Depreciation | $31M | $27M | $27M | $32M | $33M | $31M | $28M | $26M | $23M | $20M | $17M | $16M | |
| Goodwill | $203M | $203M | $162M | $136M | $127M | $127M | $118M | $111M | $77M | $48M | $42M | $34M | |
| Intangibles | $61M | $82M | $44M | $25M | $27M | $39M | $34M | $39M | $26M | $12M | $12M | · | |
| Other Non-current Assets | $100M | $99M | $89M | $70M | $46M | $42M | $33M | $17M | $19M | $12M | $9M | $9M | |
| Total Assets | $1.80B | $1.88B | $1.65B | $1.41B | $1.17B | $1.08B | $909M | $786M | $755M | $742M | $617M | $568M | |
| Accounts Payable | $265M | $324M | $316M | $220M | $136M | $165M | $83M | $87M | $107M | $114M | $77M | · | |
| Accrued Liabilities | · | · | · | · | · | $14M | $10M | $8M | $8M | $7M | $7M | $5M | |
| Short-term Debt | · | $27M | $23M | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $638M | $799M | $657M | $561M | $460M | $459M | $387M | $329M | $350M | $376M | $273M | $258M | |
| Capital Leases | $11M | $14M | $13M | $12M | $3M | $5M | $8M | $0 | · | · | · | · | |
| Deferred Tax | $0 | $1M | $0 | $715.0K | $0 | $0 | $3M | $5M | $2M | $2M | $3M | $0 | |
| Other Non-current Liabilities | $11M | $14M | $82M | $61M | $36M | $37M | $28M | $18M | $21M | $7M | $2M | $4M | |
| Total Liabilities | $732M | $908M | $752M | $633M | $505M | $514M | $423M | $362M | $383M | $396M | $298M | $289M | |
| Long-term Debt | · | $39M | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | $27M | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $278.0K | $276.0K | $274.0K | $272.0K | $270.0K | $145.0K | $144.0K | $143.0K | $142.0K | $142.0K | $132.0K | $131.0K | |
| Paid-in Capital | $210M | $194M | $180M | $167M | $159M | $152M | $145M | $137M | $130M | $124M | $118M | $111M | |
| Retained Earnings | $956M | $843M | $743M | $627M | $508M | $485M | $410M | $341M | $278M | $223M | $331M | $286M | |
| Treasury Stock | $102M | $71M | $24M | $14M | $7M | $75M | $68M | $54M | $36M | $0 | $130M | $118M | |
| Stockholders' Equity | $1.07B | $971M | $897M | $776M | $661M | $562M | $486M | $424M | $373M | $346M | $319M | $279M | |
| Liabilities + Equity | $1.80B | $1.88B | $1.65B | $1.41B | $1.17B | $1.08B | $909M | $786M | $755M | $742M | $617M | $568M | |
| Shares Outstanding | 26,299,000 | 26,526,000 | 26,952,000 | 26,905,000 | 26,886,000 | 27,006,000 | 27,000,000 | 27,222,000 | 13,761,000 | 14,161,000 | 14,731,000 | 14,779,000 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $28M | $27M | $22M | $19M | $24M | $20M | $19M | $19M | $16M | $12M | $16M | $16M | |
| Stock-based Comp | $12M | $11M | $9M | $8M | $7M | $7M | $8M | $7M | $6M | $6M | $6M | $5M | |
| Deferred Tax | $892.0K | $-456.0K | $-3M | $2M | $-4M | $-4M | $-2M | $3M | $-44.0K | $-1M | $4M | $-2M | |
| Amort. of Intangibles | · | · | · | · | · | · | $9M | $8M | $6M | $4M | $3M | $2M | |
| Other Non-cash | $-290M | $151M | $100M | $-163M | $-154M | $32M | $-168M | $-53M | $5M | $-34M | $-57M | $-50M | |
| Operating Cash Flow | $-116M | $302M | $248M | $-15M | $-21M | $130M | $-74M | $39M | $83M | $33M | $14M | $14M | |
| CapEx | $4M | $5M | $8M | · | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $160M | $-129M | $-62M | $-19M | $-1M | $-36M | $-20M | $-96M | $-58M | $-26M | $-50M | · | |
| Stock Issued | $4M | $4M | $3M | $0 | $0 | · | · | · | · | · | · | · | |
| Stock Repurchased | $31M | $47M | $10M | $7M | $14M | $7M | $14M | $19M | $35M | $30M | $11M | $38M | |
| Net Stock Activity | $-27M | $-43M | $-7M | $-7M | $-14M | $-7M | $-14M | $-19M | $-35M | $-30M | $-11M | $-38M | |
| Dividends Paid | $20M | $0 | $0 | · | · | · | · | · | $0 | $0 | $80.0K | $90.0K | |
| Financing Cash Flow | $-23M | $-38M | $-37M | $-21M | $47M | $-50M | $101M | $18M | $-17M | $8M | $54M | · | |
| Net Change in Cash | $21M | $136M | $150M | $-52M | $26M | $43M | $6M | $-38M | $8M | $15M | $19M | $-4M | |
| Taxes Paid | $46M | $49M | $42M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $-121M | · | · | · | · | · | · | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 25.2% | 27.5% | 24.8% | 25.0% | 25.3% | 25.1% | 24.6% | 24.1% | 22.9% | 22.6% | 21.8% | 21.4% | |
| Operating Margin | 6.8% | 6.8% | 7.1% | 8.0% | 8.1% | 6.8% | 6.0% | 5.8% | 6.0% | 6.5% | 6.3% | 6.2% | |
| Net Margin | 5.4% | 5.2% | 5.2% | 5.8% | 5.8% | 4.7% | 4.3% | 4.6% | 3.9% | 3.8% | 3.7% | 4.0% | |
| Pretax Margin | 7.1% | 7.2% | 7.2% | 7.9% | 8.1% | 6.8% | 6.0% | 6.3% | 5.9% | 6.5% | 6.3% | 6.9% | |
| EBITDA Margin | 7.9% | 8.3% | 8.3% | 8.9% | 9.4% | 8.1% | 7.2% | 7.1% | 7.1% | 7.3% | 7.6% | 7.5% | |
| ROA | 7.2% | 6.1% | 7.5% | 9.2% | 8.7% | 6.8% | 7.4% | 8.0% | 7.3% | 6.8% | 7.2% | 7.9% | |
| ROE | 12.5% | 11.1% | 13.0% | 15.6% | 16.2% | 13.4% | 14.4% | 15.2% | 15.3% | 15.2% | 15.0% | 16.8% | |
| ROIC | 11.1% | 10.2% | 12.6% | 15.6% | 16.0% | 13.2% | 14.1% | 13.7% | 14.9% | 14.5% | 14.0% | 14.8% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 1.7 | 1.9 | 2.0 | 2.0 | 1.7 | 1.7 | 1.7 | 1.6 | 1.6 | 1.7 | 1.7 | |
| Quick Ratio | 1.7 | 1.1 | 1.4 | 1.1 | 1.3 | 1.1 | 1.2 | 1.2 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Debt / Equity | · | 0.0 | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | 41.9 | 40.2 | 77.4 | 53.0 | 37.0 | 40.8 | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.2 | 1.5 | 1.6 | 1.5 | 1.4 | 1.7 | 1.7 | 1.9 | 1.8 | 1.9 | 2.0 | |
| Inventory Turnover | 11.4 | 11.5 | 8.7 | 7.8 | 12.1 | 19.5 | 23.8 | 23.1 | 16.3 | 16.2 | 35.0 | 41.8 | |
| Receivables Turnover | 4.2 | 3.6 | 3.9 | 4.4 | 4.4 | 4.1 | 4.7 | 4.8 | · | · | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 22.1% | -8.2% | 5.3% | 13.6% | 16.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.7% | 3.2% | 11.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 28.0% | -10.9% | -1.6% | 14.0% | 41.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 3.9% | 0.00% | 16.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 26.8% | -11.4% | -1.1% | 13.0% | 41.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.6% | -0.32% | 16.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.44B | $2.07B | $2.23B | $2.07B | $1.82B | $1.57B | $1.59B | $1.37B | $1.42B | $1.33B | $1.20B | $1.14B | |
| Net Income TTM | $133M | $108M | $116M | $119M | $106M | $74M | $69M | $63M | $55M | $51M | $45M | $46M | |
| Market Cap | $1.98B | $1.62B | $2.12B | $1.32B | $1.51B | $673M | $423M | $603M | $535M | $478M | $148M | $161M | |
| Enterprise Value | · | $1.26B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 15.0 | 15.1 | 18.1 | 10.9 | 14.3 | 18.0 | 12.2 | 9.5 | 9.8 | 9.4 | 6.6 | 7.0 | |
| P/S | 0.8 | 0.8 | 1.0 | 0.6 | 0.8 | 0.4 | 0.3 | 0.4 | 0.4 | 0.4 | 0.1 | 0.1 | |
| P/B | 1.9 | 1.7 | 2.3 | 1.7 | 2.3 | 1.2 | 0.9 | 1.4 | 1.4 | 1.4 | 0.5 | 0.6 | |
| P / Tangible Book | 2.5 | 2.3 | 3.0 | 2.1 | 3.0 | 1.7 | · | · | · | · | · | · | |
| P / Cash Flow | -17.0 | 5.4 | 8.5 | -85.5 | -73.3 | 5.2 | -5.7 | 15.3 | 6.5 | 14.5 | 11.1 | 11.6 | |
| P / FCF | -16.4 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / EBITDA | · | 7.4 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | · | 0.6 | · | · | · | · | · | · | · | · | · | · | |
| Dividend Yield | 0.99% | · | · | · | · | · | · | · | 0.00% | 0.00% | 0.05% | 0.06% | |
| Earnings Yield | 6.7% | 6.6% | 5.5% | 9.1% | 7.0% | 5.6% | 8.2% | 10.5% | 10.2% | 10.7% | 15.2% | 14.3% | |
| Payout Ratio | 14.8% | · | · | · | · | · | · | · | 0.00% | 0.00% | 0.18% | 0.20% | |
| Annual Payout | $20M | · | · | · | · | · | · | · | $0 | $0 | $80.0K | $90.0K |
Estado de resultados 16
| 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 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $649M | $582M | $615M | $609M | $643M | $478M | $493M | $493M | $536M | $507M | $509M | $588M | $574M | $492M | $623M | $494M | |
| Cost of Revenue | $498M | $435M | $456M | $447M | $489M | $345M | $368M | $366M | $409M | $416M | $375M | $443M | $432M | $360M | $485M | $360M | |
| Gross Profit | $151M | $147M | $159M | $162M | $154M | $133M | $125M | $127M | $127M | $91M | $134M | $144M | $142M | $132M | $138M | $133M | |
| SG&A Expense | $107M | $103M | $109M | $106M | $104M | $101M | $101M | $95M | $91M | $83M | $89M | $93M | $90M | $85M | $87M | $85M | |
| Operating Expenses | $112M | $109M | $115M | $113M | $111M | $108M | $109M | $100M | $95M | $87M | $96M | $100M | $96M | $90M | $92M | $89M | |
| Operating Income | $39M | $38M | $43M | $49M | $43M | $25M | $16M | $27M | $31M | $5M | $38M | $45M | $46M | $42M | $46M | $44M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $983.0K | $1M | $851.0K | · | $2M | $925.0K | |
| Other Non-op | $3M | $3M | $-5M | $5M | $612.0K | $2M | $4M | $316.0K | $2M | $2M | $366.0K | $117.0K | $190.0K | $-76.0K | $3M | $-4M | |
| Pretax Income | $42M | $37M | $46M | $54M | $44M | $26M | $20M | $27M | $33M | $5M | $38M | $45M | $47M | $42M | $49M | $40M | |
| Income Tax | $12M | $12M | $12M | $16M | $12M | $8M | $5M | $8M | $9M | $2M | $11M | $12M | $13M | $9M | $14M | $12M | |
| Net Income | $30M | $25M | $35M | $35M | $43M | $22M | $24M | $31M | $27M | $24M | $27M | $33M | $34M | $33M | $36M | $28M | |
| EPS (Basic) | $1.17 | $0.96 | $1.34 | $1.32 | $1.62 | $0.82 | $0.91 | $1.18 | $1.03 | $0.92 | $1.02 | $1.23 | $1.27 | $1.24 | $1.34 | $1.07 | |
| EPS (Diluted) | $1.16 | $0.95 | $1.33 | $1.32 | $1.61 | $0.83 | $0.91 | $1.17 | $1.02 | $0.90 | $1.02 | $1.22 | $1.27 | $1.23 | $1.34 | $1.07 | |
| Shares (Basic) | 25,938,000 | -52,572,000 | 26,174,000 | 26,362,000 | 26,270,000 | -53,201,000 | 26,495,000 | 26,567,000 | 26,642,000 | -53,184,000 | 26,618,000 | 26,624,000 | 26,552,000 | -53,114,000 | 26,592,000 | 26,578,000 | |
| Shares (Diluted) | 26,062,000 | -52,704,000 | 26,288,000 | 26,406,000 | 26,381,000 | -53,431,000 | 26,620,000 | 26,676,000 | 26,801,000 | -53,307,000 | 26,697,000 | 26,679,000 | 26,648,000 | -53,302,000 | 26,648,000 | 26,623,000 | |
| EBITDA | $45M | · | $43M | $49M | $44M | · | $29M | $43M | $41M | · | $38M | $45M | $52M | · | $51M | $49M |
Balance general 28
| 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 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $449M | $411M | $326M | $402M | $480M | $389M | $253M | $188M | $350M | $253M | $142M | $82M | $102M | · | $99M | $100M | |
| Receivables | $746M | $668M | $698M | $677M | $701M | $508M | $594M | $588M | $577M | $645M | $597M | $650M | $678M | · | $675M | $525M | |
| Inventory | $146M | $201M | $241M | $154M | $101M | $120M | $99M | $94M | $89M | $140M | $218M | $222M | $244M | · | $245M | $275M | |
| Other Current Assets | $45M | $32M | $69M | $24M | $15M | $31M | $51M | $59M | $24M | $27M | $47M | $61M | $47M | · | $55M | $25M | |
| Current Assets | $1.50B | $1.43B | $1.45B | $1.37B | $1.40B | $1.36B | $1.28B | $1.20B | $1.26B | $1.27B | $1.22B | $1.27B | $1.28B | · | $1.29B | $1.07B | |
| PP&E (Net) | · | $13M | $99M | $109M | $108M | $16M | $105M | · | · | $13M | · | · | · | · | · | · | |
| PP&E (Gross) | · | $43M | · | · | · | $43M | · | · | · | $40M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $31M | · | · | · | $27M | · | · | · | $27M | · | · | · | · | · | · | |
| Goodwill | $203M | $203M | $203M | $203M | $203M | $203M | $203M | $203M | $162M | $162M | $158M | $158M | $158M | · | $136M | $136M | |
| Intangibles | $57M | $61M | $66M | $71M | $76M | $82M | $88M | $94M | $40M | $44M | $43M | $47M | $51M | · | $28M | $30M | |
| Other Non-current Assets | $98M | $100M | · | · | · | $99M | · | $104M | $94M | $89M | $84M | $72M | $71M | · | $55M | $55M | |
| Total Assets | $1.87B | $1.80B | $1.83B | $1.77B | $1.80B | $1.88B | $1.77B | $1.70B | $1.65B | $1.65B | $1.60B | $1.62B | $1.68B | · | $1.60B | $1.37B | |
| Accounts Payable | $317M | $265M | $291M | $282M | $320M | $324M | $313M | $282M | $271M | $316M | $295M | $296M | $351M | · | $300M | $193M | |
| Short-term Debt | · | · | · | · | · | $27M | $24M | $29M | $30M | $23M | · | · | · | · | · | · | |
| Current Liabilities | $704M | $638M | $682M | $628M | $688M | $799M | $697M | $650M | $628M | $657M | $631M | $700M | $801M | · | $794M | $607M | |
| Capital Leases | · | $11M | · | · | · | $14M | · | · | · | $13M | · | · | · | · | · | · | |
| Deferred Tax | · | $0 | $0 | $0 | $0 | $1M | · | · | · | $0 | $561.0K | $721.0K | $717.0K | · | · | · | |
| Other Non-current Liabilities | $10M | $11M | · | · | · | $14M | · | $93M | $90M | $82M | $74M | $62M | $61M | · | $51M | $46M | |
| Total Liabilities | $795M | $732M | $768M | $721M | $779M | $908M | $803M | $753M | $729M | $752M | $718M | $773M | $868M | · | $851M | $666M | |
| Long-term Debt | · | · | · | · | · | $39M | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | · | · | · | · | · | $24M | $29M | $30M | · | · | · | · | · | · | · | |
| Common Stock | $279.0K | $278.0K | $278.0K | $277.0K | $277.0K | $276.0K | $276.0K | $276.0K | $276.0K | $274.0K | $274.0K | $274.0K | $274.0K | · | $272.0K | $272.0K | |
| Paid-in Capital | $215M | $210M | $207M | $202M | $199M | $194M | $192M | $187M | $185M | $180M | $177M | $173M | $171M | · | $165M | $163M | |
| Retained Earnings | $979M | $956M | $945M | $917M | $889M | $843M | $826M | $802M | $770M | $743M | $721M | $694M | $661M | · | $594M | $559M | |
| Treasury Stock | $127M | $102M | $95M | $78M | $74M | $71M | $58M | $47M | $36M | $24M | $24M | $22M | $21M | · | $14M | $14M | |
| Stockholders' Equity | $1.07B | $1.07B | $1.06B | $1.05B | $1.02B | $971M | $962M | $947M | $922M | $897M | $878M | $846M | $813M | $782M | $746M | $706M | |
| Liabilities + Equity | $1.87B | $1.80B | $1.83B | $1.77B | $1.80B | $1.88B | $1.77B | $1.70B | $1.65B | $1.65B | $1.60B | $1.62B | $1.68B | · | $1.60B | $1.37B | |
| Shares Outstanding | 26,149,000 | 26,299,000 | 26,391,000 | 26,565,000 | 26,627,000 | 26,526,000 | 26,703,000 | 26,798,000 | 26,940,000 | 26,952,000 | 26,954,000 | 26,942,000 | 26,947,000 | 26,905,000 | 26,907,000 | 26,906,000 |
Flujo de Efectivo 14
| 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 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $7M | $7M | $7M | $8M | $7M | $5M | $5M | $3M | $7M | $7M | $6M | $4M | $5M | $5M | |
| Stock-based Comp | $3M | $2M | $3M | $3M | $3M | $2M | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | |
| Deferred Tax | · | · | · | · | · | $16.0K | · | · | · | $-3M | · | · | · | · | · | · | |
| Other Non-cash | $37M | · | · | · | $-148M | · | · | · | $61M | · | · | · | $-63M | · | · | · | |
| Operating Cash Flow | $76M | $105M | $-87M | $-35M | $-99M | $161M | $66M | $-22M | $97M | $105M | $133M | $31M | $-21M | $132M | $-27M | $-17M | |
| CapEx | $853.0K | $1M | · | · | $835.0K | $2M | · | · | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $-853.0K | $6M | $-1M | $-989.0K | $156M | $-2M | $432.0K | $-126M | $-2M | $-6M | $-2M | $9M | $-63M | $-3M | $-3M | $-11M | |
| Stock Issued | $2M | $0 | $2M | $0 | $2M | $0 | $2M | $0 | $2M | $0 | $2M | $0 | $1M | $0 | $0 | $0 | |
| Stock Repurchased | $25M | $6M | $17M | $4M | $3M | $13M | $10M | $12M | $12M | $37.0K | $1M | $887.0K | $7M | $0 | $0 | $0 | |
| Net Stock Activity | $-24M | · | · | · | $-2M | · | · | · | $-10M | · | · | · | $-6M | · | · | · | |
| Dividends Paid | $7M | $7M | $7M | $7M | $0 | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-38M | $-26M | $13M | $-42M | $32M | $-24M | $845.0K | $-16M | $2M | $12M | $-71M | $-60M | $83M | $-125M | $32M | $40M | |
| Net Change in Cash | $38M | $84M | $-76M | $-78M | $91M | $136M | $66M | $-162M | $97M | $111M | $60M | $-19M | $-2M | $4M | $-136.0K | $16M | |
| Free Cash Flow | $76M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Rentabilidad 8
| 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 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 23.3% | · | 25.8% | 26.6% | 23.3% | · | 27.6% | 28.7% | 24.7% | · | 26.3% | 24.6% | 24.8% | · | 22.2% | 27.0% | |
| Operating Margin | 6.0% | · | 7.1% | 8.0% | 5.7% | · | 5.6% | 8.3% | 6.5% | · | 7.5% | 7.6% | 8.1% | · | 7.4% | 8.9% | |
| Net Margin | 4.7% | · | 5.7% | 5.7% | 5.9% | · | 4.7% | 6.1% | 5.0% | · | 5.4% | 5.6% | 5.9% | · | 5.7% | 5.8% | |
| Pretax Margin | 6.5% | · | 7.4% | 8.9% | 5.8% | · | 6.3% | 8.4% | 6.9% | · | 7.5% | 7.6% | 8.1% | · | 7.9% | 8.2% | |
| EBITDA Margin | 6.9% | · | 7.1% | 8.0% | 6.8% | · | 5.6% | 8.3% | 7.6% | · | 7.5% | 7.6% | 9.1% | · | 8.2% | 10.0% | |
| ROA | 1.7% | · | 1.9% | 2.0% | 2.2% | · | 1.4% | 1.9% | 1.6% | · | 1.7% | 2.2% | 2.3% | · | 2.5% | 2.3% | |
| ROE | 2.9% | · | 3.5% | 3.5% | 3.9% | · | 2.6% | 3.5% | 3.1% | · | 3.4% | 4.2% | 4.5% | · | 5.1% | 4.3% | |
| ROIC | 2.6% | · | 3.0% | 3.3% | 2.6% | · | 2.2% | 3.2% | 2.7% | · | 3.1% | 3.9% | 4.1% | · | 4.5% | 4.4% |
Liquidez y Solvencia 4
| 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 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | · | 2.1 | 2.2 | 2.0 | · | 1.8 | 1.9 | 2.0 | · | 1.9 | 1.8 | 1.6 | · | 1.6 | 1.8 | |
| Quick Ratio | 1.7 | · | 1.5 | 1.7 | 1.7 | · | 1.2 | 1.2 | 1.5 | · | 1.2 | 1.0 | 1.0 | · | 1.0 | 1.0 | |
| Debt / Equity | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 38.7 | 36.8 | 54.4 | · | 29.5 | 47.7 |
Eficiencia 3
| 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 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.3 | 0.4 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | 0.4 | |
| Inventory Turnover | 4.0 | · | 2.7 | 3.6 | 5.1 | · | 2.3 | 2.3 | 2.5 | · | 1.6 | 1.8 | 1.8 | · | 2.5 | 1.8 | |
| Receivables Turnover | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | 0.8 | 0.9 | · | 0.8 | 1.0 | 1.0 | · | 1.0 | 1.0 |
Valoración (TTM) 14
| 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 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.52B | · | $2.35B | $2.23B | $2.16B | · | $2.03B | $2.13B | $2.21B | · | $2.29B | $2.28B | $2.15B | · | $2.07B | $1.90B | |
| Net Income TTM | $143M | · | $132M | $128M | $120M | · | $110M | $119M | $121M | · | $129M | $131M | $120M | · | $113M | $109M | |
| Market Cap | $2.18B | · | $2.31B | $1.89B | $1.92B | · | $1.97B | $2.64B | $1.98B | · | $2.15B | $1.71B | $1.52B | · | $1.19B | $1.12B | |
| Enterprise Value | · | · | · | · | · | · | $1.74B | $2.48B | $1.66B | · | · | · | · | · | · | · | |
| P/E | 15.4 | · | 17.6 | 14.7 | 15.9 | · | 17.9 | 22.2 | 16.3 | · | 16.5 | 13.0 | 12.5 | · | 10.5 | 10.2 | |
| P/S | 0.9 | · | 1.0 | 0.8 | 0.9 | · | 1.0 | 1.2 | 0.9 | · | 0.9 | 0.8 | 0.7 | · | 0.6 | 0.6 | |
| P/B | 2.0 | · | 2.2 | 1.8 | 1.9 | · | 2.0 | 2.8 | 2.2 | · | 2.5 | 2.0 | 1.9 | · | 1.6 | 1.6 | |
| P / Tangible Book | 2.7 | · | 2.9 | 2.4 | 2.6 | · | 2.9 | 4.1 | 2.8 | · | 3.2 | 2.7 | 2.5 | · | 2.0 | 2.1 | |
| P / Cash Flow | 28.5 | · | · | · | -19.4 | · | · | · | 20.4 | · | · | · | -72.6 | · | · | · | |
| P / FCF | 28.8 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / EBITDA | · | · | · | · | · | · | 61.2 | 58.0 | 40.2 | · | · | · | · | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | 0.9 | 1.2 | 0.8 | · | · | · | · | · | · | · | |
| Earnings Yield | 6.5% | · | 5.7% | 6.8% | 6.3% | · | 5.6% | 4.5% | 6.2% | · | 6.1% | 7.7% | 8.0% | · | 9.6% | 9.8% | |
| Payout Ratio | 23.4% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Ingresos | $2.44B | $2.00B | $2.18B | $2.07B | $1.82B |
| Margen Bruto % | 25.2% | 27.5% | 24.8% | 25.0% | 25.3% |
| Margen Operativo % | 6.8% | 6.8% | 7.1% | 8.0% | 8.1% |
| Beneficio neto | $133M | $105M | $118M | $119M | $106M |
| EPS Diluido | $5.03 | $3.93 | $4.41 | $4.48 | $3.93 |
Balance general
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | 0.0 | — | — | — |
| Ratio corriente | 2.2 | 1.7 | 1.9 | 2.0 | 2.0 |
| Ratio Rápido | 1.7 | 1.1 | 1.4 | 1.1 | 1.3 |
Flujo de Efectivo
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-121M | — | — | — | — |
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Propietarios institucionales (13F) 303 declarantes · $1.5B 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 |
|---|---|---|---|---|
| 53 (+4 vs trimestre anterior) | 33 (0 vs trimestre anterior) | 90 (-6 vs trimestre anterior) | 92 (+18 vs trimestre anterior) | +2.0M |
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 |
|---|---|---|---|---|
| River Road Asset Management, LLC | $131 682 178 | 1 582 148 | 9,07% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $108 275 905 | 1 300 924 | 7,46% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $96 572 601 | 1 160 310 | 6,65% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $95 120 404 | 1 142 862 | 6,55% | Acciones |
| STATE STREET CORP | $88 799 419 | 1 066 916 | 6,12% | Acciones |
| FIRST TRUST ADVISORS LP | $76 578 674 | 920 085 | 5,28% | Acciones |
| AltraVue Capital, LLC | $69 333 087 | 833 030 | 4,78% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $63 109 231 | 758 251 | 4,35% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $52 541 858 | 631 150 | 3,62% | Acciones |
| FMR LLC | $49 831 632 | 598 722 | 3,43% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $36 987 363 | 444 397 | 2,55% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $34 357 831 | 412 806 | 2,37% | Acciones |
| Ophir Asset Management Pty Ltd | $31 869 100 | 382 904 | 2,20% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30 169 210 | 362 480 | 2,08% | Acciones |
| Bragg Financial Advisors, Inc | $25 960 519 | 311 913 | 1,79% | Acciones |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $22 888 250 | 275 000 | 1,58% | Acciones |
| LONDON CO OF VIRGINIA | $21 599 978 | 259 518 | 1,49% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $19 215 958 | 230 878 | 1,32% | Acciones |
| Swedbank AB | $16 646 000 | 200 000 | 1,15% | Acciones |
| Tributary Capital Management, LLC | $15 971 035 | 191 890 | 1,10% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $14 463 293 | 173 775 | 1,00% | Acciones |
| Rockefeller Capital Management L.P. | $14 052 389 | 168 838 | 0,97% | Acciones |
| Qube Research & Technologies Ltd | $14 014 018 | 168 377 | 0,97% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13 582 803 | 163 196 | 0,94% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $12 567 564 | 150 998 | 0,87% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $12 461 695 | 149 726 | 0,86% | Acciones |
| Bank of New York Mellon Corp | $12 157 489 | 146 071 | 0,84% | Acciones |
| ROYCE & ASSOCIATES LP | $10 864 844 | 130 540 | 0,75% | Acciones |
| EULAV Asset Management | $9 288 468 | 111 600 | 0,64% | Acciones |
| PRUDENTIAL FINANCIAL INC | $8 661 580 | 104 068 | 0,60% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $8 532 074 | 102 512 | 0,59% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $8 500 280 | 102 130 | 0,59% | Acciones |
| Baird Financial Group, Inc. | $8 496 866 | 102 088 | 0,59% | Acciones |
| GHP Investment Advisors, Inc. | $7 569 470 | 100 591 | 0,52% | Acciones |
| Public Sector Pension Investment Board | $7 468 394 | 89 732 | 0,51% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $7 235 683 | 86 936 | 0,50% | Acciones |
| Legato Capital Management LLC | $7 195 649 | 86 455 | 0,50% | Acciones |
| NICHOLAS COMPANY, INC. | $6 945 960 | 83 455 | 0,48% | Acciones |
| Bridge City Capital, LLC | $6 742 795 | 81 014 | 0,46% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $6 662 978 | 80 055 | 0,46% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6 657 651 | 79 991 | 0,46% | Acciones |
| Vest Financial, LLC | $5 648 071 | 67 861 | 0,39% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $5 611 275 | 67 500 | 0,39% | Acciones |
| RHUMBLINE ADVISERS | $5 489 078 | 65 951 | 0,38% | Acciones |
| GOLDMAN SACHS GROUP INC | $5 282 025 | 63 463 | 0,36% | Acciones |
| Blue Door Asset Management, LLC | $4 905 410 | 58 938 | 0,34% | Acciones |
| FIFTH THIRD BANCORP | $4 852 710 | 58 305 | 0,33% | Acciones |
| AMERIPRISE FINANCIAL INC | $4 566 414 | 54 865 | 0,31% | Acciones |
| Swiss National Bank | $4 407 528 | 52 956 | 0,30% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 989 630 | 47 935 | 0,27% | Acciones |
| Sterling Capital Management LLC | $3 600 946 | 43 265 | 0,25% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $3 404 357 | 40 903 | 0,23% | Acciones |
| Legal & General Group Plc | $3 335 775 | 40 079 | 0,23% | Acciones |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $2 916 712 | 35 044 | 0,20% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $2 598 608 | 31 222 | 0,18% | Acciones |
| ICON ADVISERS INC/CO | $2 496 900 | 30 000 | 0,17% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 402 934 | 28 871 | 0,17% | Acciones |
| ASSETMARK, INC | $2 371 988 | 28 499 | 0,16% | Acciones |
| DEUTSCHE BANK AG\ | $2 323 116 | 27 912 | 0,16% | Acciones |
| Polaris Capital Management, LLC | $2 305 471 | 27 700 | 0,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 262 015 | 30 060 | 0,16% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $2 164 479 | 26 006 | 0,15% | Acciones |
| ZB,N.A. | $2 025 568 | 27 417 | 0,14% | Acciones |
| ExodusPoint Capital Management, LP | $1 919 950 | 23 068 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 868 683 | 24 833 | 0,13% | Acciones |
| BlackRock, Inc. | $1 811 168 | 21 761 | 0,12% | Acciones |
| LPL Financial LLC | $1 752 425 | 21 055 | 0,12% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 697 476 | 20 395 | 0,12% | Acciones |
| Round Rock Advisors LLC | $1 680 996 | 20 197 | 0,12% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 652 365 | 19 853 | 0,11% | Acciones |
| DENALI ADVISORS LLC | $1 573 047 | 18 900 | 0,11% | Acciones |
| XTX Topco Ltd | $1 472 588 | 17 693 | 0,10% | Acciones |
| WCM INVESTMENT MANAGEMENT, LLC | $1 467 896 | 18 237 | 0,10% | Acciones |
| ARGENT CAPITAL MANAGEMENT LLC | $1 459 438 | 17 535 | 0,10% | Acciones |
| Pacific Ridge Capital Partners, LLC | $1 458 606 | 17 525 | 0,10% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 403 200 | 16 000 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $1 287 318 | 15 467 | 0,09% | Acciones |
| Quantinno Capital Management LP | $1 272 754 | 15 292 | 0,09% | Acciones |
| UBS Group AG | $1 256 523 | 15 097 | 0,09% | Acciones |
| Illinois Municipal Retirement Fund | $1 132 261 | 13 604 | 0,08% | Acciones |
| State of New Jersey Common Pension Fund D | $1 101 799 | 13 238 | 0,08% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 101 716 | 13 237 | 0,08% | Acciones |
| Cresset Asset Management, LLC | $1 094 763 | 13 153 | 0,08% | Acciones |
| Cetera Investment Advisers | $1 093 688 | 13 141 | 0,08% | Acciones |
| AZZAD ASSET MANAGEMENT INC /ADV | $1 036 982 | 12 459 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 016 488 | 12 213 | 0,07% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1 004 669 | 12 071 | 0,07% | Acciones |
| BARCLAYS PLC | $981 781 | 11 796 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $957 145 | 11 500 | 0,07% | Acciones |
| Empowered Funds, LLC | $902 629 | 10 845 | 0,06% | Acciones |
| JANUS HENDERSON GROUP PLC | $881 554 | 11 708 | 0,06% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $862 512 | 10 363 | 0,06% | Acciones |
| Invesco Ltd. | $861 597 | 10 352 | 0,06% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $852 857 | 10 247 | 0,06% | Acciones |
| Boston Partners | $835 843 | 10 041 | 0,06% | Acciones |
| Nebula Research & Development LLC | $830 520 | 11 519 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $829 470 | 9 966 | 0,06% | Acciones |
| AlphaQuest LLC | $775 268 | 8 840 | 0,05% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $762 137 | 9 157 | 0,05% | Acciones |
| Horizon Investments, LLC | $752 399 | 9 040 | 0,05% | Acciones |
Informantes de la empresa 23 insiders · 4 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mark P Marron | CHIEF EXECUTIVE OFFICER | 2 de julio de 2026 J | 169 360 | 0 | 0 | $0 |
| Erica Steinacker Stoecker | GENERAL COUNSEL | 30 de junio de 2026 A | 7 397 | 0 | 0 | $0 |
| Steven J Mencarini | Senior Vice President | 27 de junio de 2015 F | 4 577 | 0 | 0 | $0 |
| Kleyton L Parkhurst | Senior VP, Asst. Secy. | 11 de junio de 2009 M | 13 000 | 0 | 0 | $0 |
| John Mark Lutz | Consejero | 6 de julio de 2026 A | 309 | 0 | 0 | $0 |
| Bruce M Bowen | Consejero | 2 de julio de 2026 J | 14 205 | 0 | 0 | $0 |
| Michael Joseph Portegello | Consejero | 5 de enero de 2026 A | 894 | 0 | 0 | $0 |
| Renee R Bergeron | Consejero | 1 de octubre de 2025 A | 5 772 | 0 | 0 | $0 |
| Maureen F Morrison | Consejero | 1 de octubre de 2025 A | 13 838 | 0 | 0 | $0 |
| Ira A Hunt | Consejero | 1 de octubre de 2025 A | 27 806 | 0 | 0 | $0 |
| Melissa J Ballenger | Consejero | 1 de octubre de 2025 A | 2 525 | 0 | 0 | $0 |
| Ben Xiang | Consejero | 1 de octubre de 2024 A | 10 688 | 0 | 0 | $0 |
| Thomas C Faulders III | Consejero | 23 de agosto de 2024 S | 44 341 | 0 | 0 | $0 |
| HOVDE ERIC D | Consejero | 2 de enero de 2024 A | 19 255 | 0 | 0 | $0 |
| Phillip G Norton | Consejero | 1 de agosto de 2018 A | 26 213 | 0 | 0 | $0 |
| Terrence Odonnell | Consejero | 2 de julio de 2018 A | 10 952 | 0 | 0 | $0 |
| Lawrence S Herman | Consejero | 13 de junio de 2018 S | 12 052 | 0 | 0 | $0 |
| Milton E Cooper | Consejero | 25 de septiembre de 2013 A | 37 095 | 0 | 0 | $0 |
| Steven D Hovde | Propietario del 10% | 10 de agosto de 2006 P | 1 236 570 | 0 | 0 | $0 |
| John E Callies | — | 14 de agosto de 2026 S | 20 648 | 0 | 3 | $-94 458 |
| Darren S Raiguel | — | 10 de agosto de 2026 S | 68 036 | 0 | 17 | $-477 041 |
| Elaine D Marion | — | 4 de agosto de 2026 S | 84 259 | 0 | 6 | $-958 624 |
| Irving R Beimler | — | 25 de septiembre de 2009 A | 8 691 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 12 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 |
|---|---|---|---|---|---|
| Eric D. Hovde, Hovde Capital Advisors LLC ×5 presentaciones | 2 de marzo de 2015 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 21 de noviembre de 2006 | — | Presentación inicial | Campaña de la junta directiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 16 de agosto de 2006 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 14 de agosto de 2006 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 1 de julio de 2005 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 6 de mayo de 2005 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 11 de diciembre de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 2 de diciembre de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 2 de julio de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 22 de enero de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 11 de enero de 2002 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 20 de julio de 2001 | — | 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 99 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 |
|---|---|---|---|---|
| ALIL · EA Series Trust | 3,61% | 11 247 NS | 29 de mayo de 2026 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trust … | 0,99% | 57 103 SH | 8 de agosto de 2026 | Diario |
| EWUS · iShares Trust | 0,72% | 6 064 SH | 8 de agosto de 2026 | Diario |
| EPHE · iShares Trust | 0,69% | 6 535 930 SH | 8 de agosto de 2026 | Diario |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,69% | 51 108 SH | 8 de agosto de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,62% | 4 022 NS | 30 de abril de 2026 | N-PORT |
| XSHD · Invesco Exchange-Traded Fund Trust … | 0,53% | 4 344 SH | 8 de agosto de 2026 | Diario |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,52% | 18 737 SH | 8 de agosto de 2026 | Diario |
| SDVD · First Trust Exchange-Traded Fund IV | 0,42% | 41 031 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,39% | 12 674 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,38% | 1 157 NS | 30 de abril de 2026 | N-PORT |
| IPKW · Invesco Exchange-Traded Fund Trust … | 0,30% | 32 767 SH | 8 de agosto de 2026 | Diario |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,27% | 5 772 NS | 30 de abril de 2026 | N-PORT |
| INTF · iShares Trust | 0,25% | 181 797 SH | 8 de agosto de 2026 | Diario |
| BFOR · ALPS ETF Trust | 0,25% | 6 506 NS | 31 de mayo de 2026 | N-PORT |
| IEUS · iShares Trust | 0,22% | 7 881 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,22% | 710 011 NS | 31 de mayo de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 14 201 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,19% | 27 676 NS | 30 de abril de 2026 | N-PORT |
| ISCF · iShares Trust | 0,19% | 24 535 SH | 8 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,18% | 27 718 NS | 30 de abril de 2026 | N-PORT |
| IJT · iShares Trust | 0,17% | 152 530 SH | 8 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,16% | 37 957 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,16% | 250 338 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,15% | 52 574 NS | 31 de mayo de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,15% | 19 606 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,15% | 3 095 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,14% | 4 111 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,14% | 23 168 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,13% | 1 596 187 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,13% | 172 NS | 30 de abril de 2026 | N-PORT |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,13% | 9 084 SH | 8 de agosto de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,12% | 7 192 747 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,12% | 91 454 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 9 729 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,11% | 99 334 NS | 30 de abril de 2026 | N-PORT |
| SCZ · iShares Trust | 0,10% | 253 487 SH | 8 de agosto de 2026 | Diario |
| SAA · ProShares Trust | 0,09% | 311 NS | 31 de mayo de 2026 | N-PORT |
| IJS · iShares Trust | 0,09% | 85 763 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,09% | 150 368 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,09% | 98 507 NS | 31 de mayo de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,09% | 20 528 SH | 8 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,09% | 24 399 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 694 919 SH | 8 de agosto de 2026 | Diario |
| IDHQ · Invesco Exchange-Traded Fund Trust … | 0,08% | 15 122 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 152 596 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 22 325 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 8 331 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 11 416 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,06% | 5 874 SH | 8 de agosto de 2026 | Diario |