RMR The RMR Group Inc. - Class A Common Stock
$20,10
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$14–$21
81% of range
Calificación del Analista
BUY
8 analysts
Precio Objetivo
$21
+3% upside
P/E (TTM)
15.3
ROE
7.6%
Margen de Beneficio Neto
2.5%
RMR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$20.10
Capitalización Bursátil
—
P/E (TTM)
15.3
BPA (TTM)
$1.03
Ingresos (TTM)
$700M
Rendimiento div.
—
ROE
7.6%
Deuda/Capital
—
Rango 52S
$14 – $21
RMR Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$700M
2020-09-30
→
2025-09-30
BPA
$1.03
2020-09-30
→
2025-09-30
Flujo de caja libre
—
2020-09-30
→
2024-09-30
Márgenes
2.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
RMR
Mediana de Pares
P/E (TTM)
15.3
27.1
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
RMR
Mediana de Pares
Operating Margin (Margen Operativo)
6.0%
—
Net Profit Margin (Margen de Beneficio Neto)
2.5%
21.6%
ROA
2.5%
2.6%
ROE
7.6%
7.6%
ROIC
15.3%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
RMR
Mediana de Pares
Current Ratio (Ratio corriente)
1.6
4.0
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
RMR
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-22.0%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-5.6%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
3.5%
—
EPS YoY (EPS interanual)
-25.4%
—
Net Income YoY (Beneficio Neto interanual)
-23.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
RMR
Mediana de Pares
Payout Ratio (Ratio de Pago)
172.5%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
172.5%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 20 de julio de 2026 | $0,4500 |
| 21 de abril de 2026 | $0,4500 |
| 26 de enero de 2026 | $0,4500 |
| 27 de octubre de 2025 | $0,4500 |
| 21 de julio de 2025 | $0,4500 |
| 22 de abril de 2025 | $0,4500 |
| 27 de enero de 2025 | $0,4500 |
| 28 de octubre de 2024 | $0,4500 |
| 22 de julio de 2024 | $0,4500 |
| 19 de abril de 2024 | $0,4500 |
| 19 de enero de 2024 | $0,4000 |
| 20 de octubre de 2023 | $0,4000 |
| 21 de julio de 2023 | $0,4000 |
| 21 de abril de 2023 | $0,4000 |
| 20 de enero de 2023 | $0,4000 |
| 21 de octubre de 2022 | $0,4000 |
| 22 de julio de 2022 | $0,4000 |
| 22 de abril de 2022 | $0,4000 |
| 21 de enero de 2022 | $0,3800 |
| 22 de octubre de 2021 | $0,3800 |
RMR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
8 analistas
- Compra fuerte 2 25,0%
- Compra 3 37,5%
- Mantener 3 37,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-17
Mediana
$20.75
← Por Debajo de Todos los Objetivos
$20.10
Mín
$20.50
Máx
$21.00
Objetivo mediano
$20.75
+3,2%
Objetivo medio
$20.75
+3,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.15 | $0.16 | -0.01% |
| 31 de marzo de 2026 | $0.11 | $0.14 | -0.03% |
| 31 de diciembre de 2025 | $0.20 | $0.19 | 0.01% |
| 30 de septiembre de 2025 | $0.22 | $0.26 | -0.04% |
| 30 de junio de 2025 | $0.28 | $0.31 | -0.03% |
| 31 de marzo de 2025 | $0.28 | $0.30 | -0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| RMR | — | 15.3 | -22.0% | 2.5% | 7.6% | — |
| JOE | $3.42B | 29.8 | 27.4% | 22.5% | 15.5% | 43.0% |
| FPH | — | — | -53.8% | 64.5% | 3.1% | — |
| TRC | $424M | — | 18.4% | 0.15% | 0.02% | 29.2% |
| CHCI | — | 17.3 | 22.6% | 27.1% | 27.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $700M | $898M | $962M | $833M | $607M | $590M | $713M | $405M | $272M | $267M | $193M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $100M | $92M | $83M | |
| SG&A Expense | $42M | $44M | $36M | $33M | $27M | $27M | $29M | $27M | $25M | $23M | $21M | |
| Operating Expenses | $659M | $853M | $849M | $744M | $535M | $521M | $516M | $153M | $136M | $120M | $112M | |
| Operating Income | $42M | $45M | $114M | $88M | $72M | $69M | $198M | $252M | $136M | $147M | $81M | |
| Interest Income | $6M | $1M | $0 | $0 | · | · | · | · | · | · | · | |
| Pretax Income | $46M | $64M | $150M | $91M | $94M | $78M | $196M | $276M | $137M | $147M | $82M | |
| Income Tax | $8M | $11M | $22M | $13M | $13M | $12M | $27M | $59M | $28M | $25M | $5M | |
| Net Income | $18M | $23M | $57M | $34M | $36M | $29M | $75M | $96M | $42M | $37M | $7M | |
| EPS (Basic) | $1.03 | $1.38 | $3.44 | $2.06 | $2.18 | $1.77 | $4.59 | $5.94 | $2.63 | $2.33 | $0.46 | |
| EPS (Diluted) | $1.03 | $1.38 | $3.44 | $2.04 | $2.15 | $1.75 | $4.59 | $5.92 | $2.63 | $2.33 | $0.46 | |
| Shares (Basic) | 16,644,000 | 16,532,000 | 16,426,000 | 16,338,000 | 16,266,000 | 16,194,000 | 16,132,000 | 16,077,000 | 16,032,000 | 16,005,000 | 16,000,000 | |
| Shares (Diluted) | 16,644,000 | 16,532,000 | 16,426,000 | 31,348,000 | 31,282,000 | 31,194,000 | 16,143,000 | 16,120,000 | 16,048,000 | 16,005,000 | 16,000,000 | |
| EBITDA | $53M | $50M | $115M | $89M | $73M | $70M | $199M | $253M | $138M | $148M | · |
Balance general 21
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $62M | $142M | $268M | $189M | $160M | $370M | $358M | $257M | $109M | $66M | $34M | |
| Prepaid Expense | $14M | $10M | $7M | $5M | $6M | $4M | $6M | $10M | $7M | $5M | $3M | |
| Current Assets | $193M | $294M | $386M | $303M | $255M | $456M | $458M | $296M | $141M | $95M | $55M | |
| PP&E (Net) | $229M | $76M | $5M | $2M | $2M | $2M | $2M | $3M | $3M | $4M | $5M | |
| PP&E (Gross) | $237M | $80M | $9M | $5M | $5M | $6M | $6M | $6M | $8M | $10M | $10M | |
| Accum. Depreciation | $8M | $3M | $3M | $3M | $3M | $4M | $4M | $3M | $4M | $7M | $6M | |
| Goodwill | $72M | $72M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $0 | |
| Intangibles | $26M | $20M | $167.0K | $198.0K | $235.0K | $277.0K | $323.0K | $375.0K | $462.0K | $1M | $0 | |
| Other Non-current Assets | $97M | $106M | $115M | $125M | $134M | $144M | $153M | $163M | $172M | $181M | $191M | |
| Total Assets | $718M | $700M | $582M | $542M | $498M | $690M | $661M | $499M | $384M | $338M | $304M | |
| Accounts Payable | $39M | $32M | $23M | $17M | $15M | $17M | $20M | $28M | $26M | $21M | $18M | |
| Current Liabilities | $118M | $133M | $106M | $109M | $81M | $82M | $91M | $28M | $26M | $21M | $18M | |
| Capital Leases | $18M | $22M | $25M | $26M | $29M | $32M | · | · | · | · | · | |
| Other Non-current Liabilities | · | · | $7M | · | · | · | · | · | · | · | · | |
| Total Liabilities | $316M | $281M | $159M | $173M | $150M | $149M | $132M | $70M | $94M | $91M | $90M | |
| Long-term Debt | $45M | · | $0 | · | · | · | · | · | · | · | · | |
| Retained Earnings | $454M | $436M | $413M | $356M | $322M | $286M | $257M | $183M | $87M | $45M | $7M | |
| AOCI | $-62.0K | $0 | · | · | · | · | $0 | $82.0K | $84.0K | $83.0K | $73.0K | |
| Stockholders' Equity | $228M | $238M | $240M | $207M | $195M | $296M | $289M | $233M | $150M | $122M | $101M | |
| Liabilities + Equity | $718M | $700M | $582M | $542M | $498M | $690M | $661M | $504M | $384M | $338M | $304M | |
| Shares Outstanding | · | 15,000,000 | 15,000,000 | 15,000,000 | 15,000,000 | 15,000,000 | 15,000,000 | · | · | · | · |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $12M | $5M | $1M | $993.0K | $973.0K | $968.0K | $1M | $1M | $2M | $2M | $2M | |
| Stock-based Comp | $10M | $11M | $12M | $10M | $12M | $8M | $9M | $10M | $7M | $9M | $6M | |
| Deferred Tax | $2M | $3M | $-1M | $2M | $5M | $2M | $-3.0K | $20M | $278.0K | $795.0K | $0 | |
| Amort. of Intangibles | $6M | $3M | $31.0K | $37.0K | · | · | · | · | $688.0K | $65.0K | · | |
| Other Non-cash | $35M | $20M | $40M | $55M | $18M | $38M | $114M | $100M | $76M | $51M | · | |
| Operating Cash Flow | $76M | $61M | $109M | $101M | $72M | $77M | $198M | $228M | $126M | $100M | $102M | |
| CapEx | · | $4M | $4M | $1M | $1M | $601.0K | $702.0K | $648.0K | $827.0K | $1M | $1M | |
| Investing Cash Flow | $-184M | $-210M | $49M | $-11M | $-1M | $-6M | $-15M | $-648.0K | $-13M | $-4M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | $0 | $0 | $58M | |
| Stock Repurchased | $903.0K | $1M | $734.0K | $547.0K | $834.0K | $523.0K | $827.0K | $987.0K | $358.0K | $91.0K | $0 | |
| Net Stock Activity | $-903.0K | $-1M | $-734.0K | $-547.0K | $-834.0K | $-523.0K | $-827.0K | $-987.0K | $-358.0K | $-91.0K | · | |
| Dividends Paid | $30M | $28M | $27M | $26M | $140M | $25M | $23M | $16M | $16M | $17M | $0 | |
| Financing Cash Flow | $29M | $22M | $-80M | $-61M | $-280M | $-60M | $-82M | $-80M | $-70M | $-65M | · | |
| Net Change in Cash | $-79M | $-126M | $79M | $29M | $-210M | $11M | $102M | $148M | $43M | $31M | $-107M | |
| Free Cash Flow | · | $58M | $105M | $100M | $71M | $77M | $198M | $228M | $125M | $98M | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 6.0% | 5.0% | 11.8% | 10.6% | 11.9% | 11.7% | 27.7% | 62.2% | 49.9% | 55.0% | · | |
| Net Margin | 2.5% | 2.6% | 5.9% | 4.1% | 5.9% | 4.9% | 10.4% | 23.7% | 15.6% | 14.0% | · | |
| Pretax Margin | 6.6% | 7.2% | 15.5% | 10.9% | 15.5% | 13.2% | 27.5% | 68.4% | 50.5% | 55.0% | · | |
| EBITDA Margin | 7.6% | 5.5% | 11.9% | 10.7% | 12.0% | 11.8% | 27.9% | 62.5% | 50.6% | 55.6% | · | |
| ROA | 2.5% | 3.6% | 10.2% | 6.5% | 5.8% | 4.1% | 11.2% | 18.6% | 10.7% | 10.7% | · | |
| ROE | 7.6% | 9.7% | 25.6% | 16.9% | 14.5% | 9.8% | 28.6% | 50.2% | 31.2% | 33.5% | · | |
| ROIC | 15.3% | 15.6% | 40.5% | 36.5% | 31.8% | 19.8% | 59.0% | 85.2% | 72.0% | 100.4% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 2.2 | 3.7 | 2.8 | 3.1 | 5.6 | 4.7 | 10.5 | 5.3 | 4.6 | · | |
| Quick Ratio | · | 1.1 | 2.5 | 1.7 | 2.0 | 4.5 | 3.7 | 9.1 | 4.1 | 3.2 | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.4 | 1.7 | 1.6 | 1.0 | 0.8 | 1.1 | 0.8 | 0.7 | 0.8 | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -22.0% | -6.7% | 15.6% | 37.1% | 3.0% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -5.6% | 13.9% | 17.8% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.5% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -25.4% | -59.9% | 68.6% | -5.1% | 22.9% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -20.4% | -13.7% | 25.3% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -10.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -23.9% | -59.5% | 68.1% | -4.7% | 24.0% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -19.7% | -13.5% | 25.7% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -9.4% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 4.1% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $700M | $898M | $962M | $833M | $607M | $590M | $713M | $405M | $272M | $267M | $193M | |
| Net Income TTM | $18M | $23M | $57M | $34M | $36M | $29M | $75M | $96M | $42M | $37M | $7M | |
| Market Cap | · | $381M | $368M | $355M | $502M | $412M | · | · | · | · | · | |
| P/E | 15.3 | 18.4 | 7.1 | 11.6 | 15.6 | 15.7 | 9.9 | 15.7 | 19.5 | 16.3 | · | |
| P/S | · | 0.4 | 0.4 | 0.4 | 0.8 | 0.7 | · | · | · | · | · | |
| P/B | · | 1.6 | 1.5 | 1.7 | 2.6 | 1.4 | · | · | · | · | · | |
| P / Tangible Book | · | 2.6 | 1.5 | 1.7 | 2.6 | 1.4 | · | · | · | · | · | |
| P / Cash Flow | · | 6.2 | 3.4 | 3.5 | 7.0 | 5.3 | · | · | · | · | · | |
| P / FCF | · | 6.6 | 3.5 | 3.5 | 7.1 | 5.4 | · | · | · | · | · | |
| Dividend Yield | · | 7.5% | 7.2% | 7.2% | 27.9% | 6.0% | · | · | · | · | · | |
| Earnings Yield | 6.6% | 5.4% | 14.0% | 8.6% | 6.4% | 6.4% | 10.1% | 6.4% | 5.1% | 6.1% | · | |
| Payout Ratio | 172.5% | 122.9% | 46.5% | 75.7% | 391.6% | 86.1% | 30.5% | 16.8% | 38.0% | 46.2% | · | |
| Annual Payout | $30M | $28M | $27M | $26M | $140M | $25M | $23M | $16M | $16M | $17M | $0 |
Estado de resultados 12
| Métrica | Tendencia | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $154M | $146M | $180M | $159M | $155M | $167M | $219M | $212M | $206M | $218M | $262M | $223M | $280M | $208M | $251M | $242M | |
| SG&A Expense | $11M | $11M | $10M | $10M | $10M | $11M | $11M | $11M | $11M | $12M | $10M | $8M | $10M | $9M | $9M | $8M | |
| Operating Expenses | $163M | $139M | $148M | $149M | $145M | $159M | $206M | $202M | $193M | $206M | $251M | $208M | $219M | $191M | $230M | $221M | |
| Operating Income | $-9M | $7M | $32M | $11M | $10M | $8M | $13M | $10M | $12M | $12M | $11M | $15M | $61M | $18M | $20M | $21M | |
| Pretax Income | $9M | $3M | $31M | $10M | $11M | $9M | $17M | $15M | $16M | $15M | $18M | $20M | $64M | $48M | $17M | $32M | |
| Income Tax | $2M | $589.0K | $5M | $2M | $2M | $1M | $2M | $3M | $4M | $2M | $3M | $3M | $9M | $7M | $2M | $5M | |
| Net Income | $3M | $1M | $12M | $3M | $4M | $4M | $6M | $5M | $5M | $6M | $7M | $8M | $25M | $18M | $6M | $12M | |
| EPS (Basic) | $0.18 | $0.05 | $0.71 | $0.19 | $0.25 | $0.21 | $0.38 | $0.32 | $0.29 | $0.35 | $0.42 | $0.47 | $1.48 | $1.11 | $0.38 | $0.72 | |
| EPS (Diluted) | $0.18 | $0.05 | $0.71 | $0.19 | $0.25 | $0.21 | $0.38 | $0.34 | $0.29 | $0.34 | $0.41 | $0.48 | $1.48 | $1.11 | $0.37 | $0.70 | |
| Shares (Basic) | 16,791,000 | 16,750,000 | 16,744,000 | -33,245,000 | 16,660,000 | 16,616,000 | 16,613,000 | -33,033,000 | 16,542,000 | 16,515,000 | 16,508,000 | -32,821,000 | 16,435,000 | 16,408,000 | 16,404,000 | -32,659,000 | |
| Shares (Diluted) | 16,791,000 | 16,750,000 | 16,744,000 | -33,245,000 | 16,660,000 | 16,616,000 | 16,613,000 | -63,061,000 | 16,542,000 | 31,539,000 | 31,512,000 | -62,852,000 | 16,435,000 | 31,430,000 | 31,413,000 | -62,661,000 | |
| EBITDA | $-9M | $7M | $37M | · | $10M | $8M | $16M | · | $12M | $12M | $11M | · | $61M | $18M | $21M | · |
Balance general 20
| Métrica | Tendencia | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $58M | $80M | $49M | · | $121M | $137M | $148M | · | $208M | $192M | $202M | · | $295M | $198M | $201M | $189M | |
| Prepaid Expense | $15M | $14M | $13M | $14M | $16M | $17M | $13M | $10M | $9M | $12M | $9M | · | $6M | $6M | $6M | · | |
| Current Assets | $153M | $178M | $172M | $193M | $221M | $244M | $291M | $294M | $315M | $291M | $326M | · | $404M | $322M | $327M | · | |
| PP&E (Net) | $226M | $227M | $227M | $229M | $91M | $76M | $77M | $76M | $16M | $15M | $15M | · | $6M | $5M | $4M | · | |
| PP&E (Gross) | · | · | · | $237M | · | · | · | $80M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $15M | $13M | $10M | $8M | $6M | $5M | $4M | $3M | $3M | $3M | $3M | · | · | · | · | · | |
| Goodwill | $72M | $72M | $72M | $72M | $72M | $72M | $72M | $72M | $72M | $72M | $72M | · | · | · | · | · | |
| Intangibles | $20M | $22M | $24M | $26M | $22M | $18M | $19M | $20M | $20M | $20M | $21M | · | · | · | · | · | |
| Other Non-current Assets | $62M | $92M | $94M | $97M | $99M | $101M | $104M | $106M | $108M | $111M | $113M | · | $118M | $120M | $123M | · | |
| Total Assets | $714M | $685M | $687M | $718M | $648M | $650M | $693M | $700M | $602M | $584M | $625M | · | $601M | $592M | $565M | · | |
| Accounts Payable | $55M | $45M | $38M | $39M | $45M | $38M | $41M | $32M | $43M | $33M | $42M | · | · | · | · | · | |
| Current Liabilities | $110M | $102M | $94M | $118M | $97M | $97M | $133M | $133M | $116M | $90M | $126M | · | $121M | $118M | $127M | · | |
| Capital Leases | $14M | $15M | $16M | $18M | $19M | $20M | $20M | $22M | $23M | $24M | $26M | · | $25M | $27M | $27M | · | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | $20M | $24M | · | · | · | · | · | |
| Total Liabilities | $315M | $280M | $272M | $316M | $239M | $235M | $271M | $281M | $181M | $160M | $201M | · | $176M | $197M | $195M | · | |
| Long-term Debt | · | · | · | $45M | · | · | · | · | $5M | $5M | $5M | · | · | · | · | · | |
| Retained Earnings | $470M | $467M | $466M | $454M | $450M | $446M | $443M | $436M | $431M | $426M | $420M | · | $405M | $381M | $362M | · | |
| AOCI | $377.0K | $224.0K | $-142.0K | $-62.0K | · | · | · | $0 | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $224M | $228M | $233M | $228M | $231M | $234M | $237M | $238M | $239M | $242M | $241M | · | $238M | $220M | $207M | · | |
| Liabilities + Equity | $714M | $685M | $687M | $718M | $648M | $650M | $693M | $700M | $602M | $584M | $625M | · | $601M | $592M | $565M | · |
Flujo de Efectivo 13
| Métrica | Tendencia | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $5M | $4M | $3M | $2M | $2M | $2M | $1M | $1M | $423.0K | $281.0K | $281.0K | $272.0K | $268.0K | $262.0K | |
| Stock-based Comp | $6M | $3M | $2M | $6M | $2M | $2M | $126.0K | $5M | $2M | $700.0K | $3M | $4M | $2M | $4M | $3M | $5M | |
| Deferred Tax | $-1M | $115.0K | $634.0K | $456.0K | $393.0K | $316.0K | $817.0K | $2M | $272.0K | $409.0K | $864.0K | $358.0K | $-5M | $4M | $-440.0K | $2M | |
| Other Non-cash | · | · | $-9M | · | · | · | $15M | · | · | · | $19M | · | · | · | $19M | · | |
| Operating Cash Flow | $23M | $49M | $11M | $16M | $22M | $13M | $25M | $-6M | $32M | $5M | $30M | $-4M | $72M | $14M | $28M | $11M | |
| CapEx | · | · | · | · | · | $662.0K | $1M | · | $751.0K | $750.0K | $1M | · | $1M | $961.0K | $917.0K | $206.0K | |
| Investing Cash Flow | $-57M | $-4M | $36M | $-145M | $-28M | $-7M | $-4M | $-128M | $-751.0K | $-750.0K | $-80M | $-756.0K | $52M | $-961.0K | $-917.0K | $-206.0K | |
| Stock Repurchased | $27.0K | $46.0K | $35.0K | $740.0K | $134.0K | $23.0K | $6.0K | $986.0K | $26.0K | $112.0K | $12.0K | $555.0K | $100.0K | $54.0K | $25.0K | $516.0K | |
| Net Stock Activity | · | · | $-35.0K | · | · | · | $-6.0K | · | · | · | $-12.0K | · | · | · | $-25.0K | · | |
| Dividends Paid | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | |
| Financing Cash Flow | $12M | $-14M | $-60M | $70M | $-10M | $-16M | $-15M | $68M | $-15M | $-15M | $-16M | $-22M | $-26M | $-16M | $-15M | $-18M | |
| Net Change in Cash | $-22M | $31M | $-13M | $-59M | $-16M | $-10M | $6M | $-66M | $16M | $-10M | $-66M | $-27M | $97M | $-3M | $12M | $-7M | |
| Free Cash Flow | · | · | · | · | · | · | $24M | · | · | · | $29M | · | · | · | $27M | · |
Rentabilidad 7
| Métrica | Tendencia | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -6.0% | 4.8% | 17.8% | · | 6.5% | 4.5% | 6.1% | · | 5.9% | 5.4% | 4.0% | · | 21.7% | 8.5% | 8.1% | · | |
| Net Margin | 2.1% | 0.69% | 6.8% | · | 2.7% | 2.2% | 2.9% | · | 2.4% | 2.7% | 2.7% | · | 8.8% | 8.9% | 2.5% | · | |
| Pretax Margin | 6.0% | 1.8% | 17.5% | · | 7.1% | 5.4% | 7.6% | · | 7.8% | 6.8% | 6.9% | · | 23.0% | 23.1% | 6.7% | · | |
| EBITDA Margin | -6.0% | 4.8% | 20.4% | · | 6.5% | 4.5% | 7.2% | · | 5.9% | 5.4% | 4.2% | · | 21.7% | 8.5% | 8.2% | · | |
| ROA | 0.47% | 0.15% | 1.8% | · | 0.67% | 0.59% | 0.97% | · | 0.82% | 1.0% | 1.2% | · | 4.3% | 3.3% | 1.2% | · | |
| ROE | 1.4% | 0.44% | 5.2% | · | 1.8% | 1.5% | 2.7% | · | 2.1% | 2.5% | 3.1% | · | 11.2% | 8.8% | 3.1% | · | |
| ROIC | -3.3% | 2.4% | 11.8% | · | 3.6% | 2.7% | 4.8% | · | 3.9% | 4.2% | 3.8% | · | 21.9% | 6.9% | 8.3% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.7 | 1.8 | · | 2.3 | 2.5 | 2.2 | · | 2.7 | 3.2 | 2.6 | · | 3.3 | 2.7 | 2.6 | · | |
| Quick Ratio | 0.5 | 0.8 | 0.5 | · | 1.2 | 1.4 | 1.1 | · | 1.8 | 2.1 | 1.6 | · | 2.4 | 1.7 | 1.6 | · |
Eficiencia 1
| Métrica | Tendencia | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.5 | 0.4 | 0.5 | · |
Valoración (TTM) 5
| Métrica | Tendencia | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $634M | $647M | $721M | · | $747M | $810M | $905M | · | $966M | $968M | $1.00B | · | $950M | $868M | $841M | · | |
| Net Income TTM | $21M | $21M | $26M | · | $19M | $21M | $24M | · | $42M | $56M | $56M | · | $57M | $39M | $28M | · | |
| P/E | 17.3 | 12.7 | 9.6 | · | 14.5 | 13.6 | 14.5 | · | 9.0 | 7.2 | 8.4 | · | 6.8 | 11.3 | 16.5 | · | |
| Earnings Yield | 5.8% | 7.9% | 10.4% | · | 6.9% | 7.3% | 6.9% | · | 11.2% | 13.9% | 11.9% | · | 14.8% | 8.9% | 6.0% | · | |
| Payout Ratio | · | · | 63.0% | · | · | · | 118.8% | · | · | · | 95.5% | · | · | · | 104.8% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $700M | $898M | $962M | $833M | $607M |
| Margen Operativo % | 6.0% | 5.0% | 11.8% | 10.6% | 11.9% |
| Beneficio neto | $18M | $23M | $57M | $34M | $36M |
| EPS Diluido | $1.03 | $1.38 | $3.44 | $2.04 | $2.15 |
Balance general
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Ratio corriente | 1.6 | 2.2 | 3.7 | 2.8 | 3.1 |
| Ratio Rápido | — | 1.1 | 2.5 | 1.7 | 2.0 |
Flujo de Efectivo
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | $58M | $105M | $100M | $71M |
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) 180 declarantes · $177.9M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 24 (-1 vs trimestre anterior) | 18 (-3 vs trimestre anterior) | 55 (+9 vs trimestre anterior) | 34 (0 vs trimestre anterior) | +2.1M |
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 |
|---|---|---|---|---|
| Nantahala Capital Management, LLC | $23 566 428 | 1 147 902 | 13,25% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $17 970 258 | 875 317 | 10,10% | Acciones |
| Flat Footed LLC | $17 686 739 | 861 507 | 9,94% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $14 244 186 | 693 823 | 8,01% | Acciones |
| BANK OF AMERICA CORP /DE/ | $9 610 401 | 468 115 | 5,40% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $8 605 557 | 419 090 | 4,84% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $8 596 198 | 418 714 | 4,83% | Acciones |
| STATE STREET CORP | $8 337 603 | 406 118 | 4,69% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8 009 164 | 390 120 | 4,50% | Acciones |
| Garner Asset Management Corp | $6 809 808 | 332 472 | 3,83% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $5 765 050 | 280 811 | 3,24% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3 979 658 | 193 846 | 2,24% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 792 881 | 136 039 | 1,57% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 196 033 | 106 967 | 1,23% | Acciones |
| Truvestments Capital LLC | $2 151 852 | 104 815 | 1,21% | Acciones |
| Jefferies Financial Group Inc. | $2 104 551 | 102 511 | 1,18% | Acciones |
| CWA Asset Management Group, LLC | $2 023 772 | 98 576 | 1,14% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 864 740 | 90 830 | 1,05% | Acciones |
| Aviance Capital Partners, LLC | $1 834 155 | 89 340 | 1,03% | Acciones |
| Quantinno Capital Management LP | $1 787 814 | 87 083 | 1,00% | Acciones |
| Linden Thomas Advisory Services, LLC | $1 588 283 | 77 364 | 0,89% | Acciones |
| NORGES BANK | $1 432 994 | 69 800 | 0,81% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 338 556 | 65 200 | 0,75% | Opción de venta |
| TUDOR INVESTMENT CORP ET AL | $1 324 411 | 64 511 | 0,74% | Acciones |
| NewEdge Advisors, LLC | $1 321 202 | 64 355 | 0,74% | Acciones |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $1 231 800 | 60 000 | 0,69% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $1 219 772 | 59 414 | 0,69% | Acciones |
| Trexquant Investment LP | $1 204 105 | 58 651 | 0,68% | Acciones |
| Bank of New York Mellon Corp | $956 513 | 46 591 | 0,54% | Acciones |
| MORGAN STANLEY | $892 747 | 43 485 | 0,50% | Acciones |
| FEDERATED HERMES, INC. | $890 037 | 43 353 | 0,50% | Acciones |
| GLOBEFLEX CAPITAL L P | $851 995 | 41 500 | 0,48% | Acciones |
| BARCLAYS PLC | $772 687 | 37 637 | 0,43% | Acciones |
| PRELUDE CAPITAL MANAGEMENT, LLC | $740 024 | 36 046 | 0,42% | Acciones |
| AlphaCore Capital LLC | $733 640 | 35 735 | 0,41% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $635 486 | 30 954 | 0,36% | Acciones |
| New Age Alpha Advisors, LLC | $611 383 | 29 780 | 0,34% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $591 696 | 28 821 | 0,33% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $528 812 | 25 758 | 0,30% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $520 764 | 25 366 | 0,29% | Acciones |
| Cubist Systematic Strategies, LLC | $516 588 | 32 841 | 0,29% | Acciones |
| Verdad Advisers, LP | $461 843 | 22 496 | 0,26% | Acciones |
| RHUMBLINE ADVISERS | $421 103 | 20 512 | 0,24% | Acciones |
| Numerai GP LLC | $412 612 | 20 098 | 0,23% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $400 335 | 19 500 | 0,23% | Opción de compra |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $394 956 | 19 238 | 0,22% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $368 140 | 23 797 | 0,21% | Acciones |
| PRUDENTIAL FINANCIAL INC | $272 105 | 13 254 | 0,15% | Acciones |
| WELLS FARGO & COMPANY/MN | $271 776 | 13 238 | 0,15% | Acciones |
| Sterling Capital Management LLC | $256 563 | 12 497 | 0,14% | Acciones |
| KLP KAPITALFORVALTNING AS | $238 148 | 11 600 | 0,13% | Acciones |
| State of Wyoming | $236 916 | 11 540 | 0,13% | Acciones |
| CITADEL ADVISORS LLC | $215 565 | 10 500 | 0,12% | Opción de venta |
| CITADEL ADVISORS LLC | $213 512 | 10 400 | 0,12% | Opción de compra |
| Empowered Funds, LLC | $212 568 | 10 354 | 0,12% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $211 143 | 10 285 | 0,12% | Acciones |
| Quinn Opportunity Partners LLC | $210 699 | 10 263 | 0,12% | Acciones |
| Cresset Asset Management, LLC | $210 083 | 10 233 | 0,12% | Acciones |
| FIRST TRUST ADVISORS LP | $208 831 | 10 172 | 0,12% | Acciones |
| Robeco Institutional Asset Management B.V. | $204 048 | 9 939 | 0,11% | Acciones |
| MetLife Investment Management, LLC | $202 816 | 9 879 | 0,11% | Acciones |
| CITIGROUP INC | $190 908 | 9 299 | 0,11% | Acciones |
| DGS Capital Management, LLC | $183 753 | 11 878 | 0,10% | Acciones |
| BlackRock, Inc. | $166 088 | 8 090 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $149 438 | 7 279 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $134 677 | 6 560 | 0,08% | Acciones |
| Vanguard Global Advisers, LLC | $129 462 | 6 306 | 0,07% | Acciones |
| Invesco Ltd. | $129 031 | 6 285 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $101 582 | 4 948 | 0,06% | Acciones |
| OSAIC HOLDINGS, INC. | $94 603 | 4 599 | 0,05% | Acciones |
| VANGUARD GROUP INC | $93 959 | 6 306 | 0,05% | Acciones |
| CWM, LLC | $87 540 | 5 659 | 0,05% | Acciones |
| Russell Investments Group, Ltd. | $80 940 | 3 943 | 0,05% | Acciones |
| Triumph Capital Management | $62 658 | 3 052 | 0,04% | Acciones |
| CALDWELL SUTTER CAPITAL, INC. | $62 329 | 3 036 | 0,04% | Acciones |
| STRS OHIO | $61 590 | 3 000 | 0,03% | Acciones |
| NORTHERN TRUST CORP | $50 976 | 2 483 | 0,03% | Acciones |
| AlphaQuest LLC | $45 952 | 3 084 | 0,03% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $44 879 | 2 186 | 0,03% | Acciones |
| Tower Research Capital LLC (TRC) | $41 368 | 2 015 | 0,02% | Acciones |
| FMR LLC | $40 732 | 1 984 | 0,02% | Acciones |
| UBS Group AG | $39 787 | 1 938 | 0,02% | Acciones |
| Legal & General Group Plc | $29 953 | 1 459 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $27 941 | 1 361 | 0,02% | Acciones |
| Pinnacle Wealth Planning Services, Inc. | $25 868 | 1 260 | 0,01% | Acciones |
| Point72 Asia (Singapore) Pte. Ltd. | $24 319 | 1 546 | 0,01% | Acciones |
| SIGNATUREFD, LLC | $22 562 | 1 099 | 0,01% | Acciones |
| PNC Financial Services Group, Inc. | $20 776 | 1 012 | 0,01% | Acciones |
| Arax Advisory Partners | $19 443 | 947 | 0,01% | Acciones |
| GAMMA Investing LLC | $18 682 | 910 | 0,01% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $18 292 | 891 | 0,01% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15 934 | 1 030 | 0,01% | Acciones |
| JPMORGAN CHASE & CO | $15 762 | 760 | 0,01% | Acciones |
| Versant Capital Management, Inc | $15 007 | 731 | 0,01% | Acciones |
| Point72 (DIFC) Ltd | $14 519 | 923 | 0,01% | Acciones |
| CIBC Private Wealth Group LLC | $14 157 | 900 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12 979 | 839 | 0,01% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $11 189 | 545 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $11 000 | 517 | 0,01% | Acciones |
| SBI Securities Co., Ltd. | $9 670 | 471 | 0,01% | Acciones |
Informantes de la empresa 25 insiders · 16 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Adam D. Portnoy | Managing Dir., President & CEO | 26 de marzo de 2026 A | 161 223 | 0 | 0 | $0 |
| Matthew P. Jordan | Managing Dir., Exec. VP, COO | 26 de marzo de 2026 A | 66 915 | 0 | 0 | $0 |
| Lindsey Getz | Exec. VP of The RMR Group LLC | 16 de septiembre de 2025 F | 8 386 | 0 | 0 | $0 |
| Christopher J. Bilotto | Exec. VP of The RMR Group LLC | 16 de septiembre de 2025 F | 19 032 | 0 | 0 | $0 |
| Jeffrey C. Leer | Exec. VP of The RMR Group LLC | 16 de septiembre de 2025 F | 19 303 | 0 | 0 | $0 |
| Jennifer B Clark | MD, Exec. VP, GC & Secty | 16 de septiembre de 2025 F | 77 493 | 0 | 0 | $0 |
| John G. Murray | Exec. VP of The RMR Group LLC | 16 de septiembre de 2025 F | 39 672 | 0 | 0 | $0 |
| Jennifer F. Mintzer | Exec. VP of The RMR Group LLC | 18 de septiembre de 2023 F | 19 414 | 0 | 0 | $0 |
| Jonathan Pertchik | Exec. VP of The RMR Group LLC | 19 de septiembre de 2022 F | 14 763 | 0 | 0 | $0 |
| David M. Blackman | Exec. VP of The RMR Group LLC | 21 de septiembre de 2020 F | 17 641 | 0 | 0 | $0 |
| Bruce J. Mackey JR. | Exec. VP of The RMR Group LLC | 24 de septiembre de 2018 F | 11 297 | 0 | 0 | $0 |
| John C Popeo | Exec. VP of The RMR Group LLC | 24 de septiembre de 2018 F | 11 262 | 0 | 0 | $0 |
| Mark Lawrence Kleifges | Exec. VP of The RMR Group LLC | 24 de septiembre de 2018 F | 11 688 | 0 | 0 | $0 |
| Thomas M O'Brien | Exec. VP of the RMR Group LLC | 19 de septiembre de 2017 F | 7 857 | 0 | 0 | $0 |
| Barry M Portnoy | Managing Director | 14 de septiembre de 2017 A | 40 883 | 0 | 0 | $0 |
| David J Hegarty | Exec. VP of The RMR Group LLC | 14 de septiembre de 2017 A | 9 606 | 0 | 0 | $0 |
| Jonathan Veitch | Consejero | 26 de marzo de 2026 A | 28 633 | 0 | 0 | $0 |
| Rosen Plevneliev | Consejero | 26 de marzo de 2026 F | 30 712 | 0 | 0 | $0 |
| Walter C. Watkins Jr. | Consejero | 26 de marzo de 2026 A | 37 633 | 0 | 0 | $0 |
| Ann Logan | Consejero | 26 de marzo de 2026 A | 40 211 | 0 | 0 | $0 |
| Frederick N Zeytoonjian | Consejero | 9 de marzo de 2016 A | 2 500 | 0 | 0 | $0 |
| Government Properties Income Trust | Propietario del 10% | 1 de julio de 2019 S | 0 | 0 | 0 | $0 |
| HOSPITALITY PROPERTIES TRUST | Propietario del 10% | 1 de julio de 2019 S | 0 | 0 | 0 | $0 |
| Select Income REIT | Propietario del 10% | 31 de diciembre de 2018 J | 0 | 0 | 0 | $0 |
| Andrew J Rebholz | — | 25 de septiembre de 2019 F | 11 015 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 35 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0,40% | 44 209 SH | 8 de agosto de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,33% | 10 307 NS | 30 de abril de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,29% | 40 785 NS | 31 de mayo de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,18% | 8 929 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 12 586 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 158 141 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 28 479 NS | 31 de mayo de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,02% | 597 276 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 13 797 SH | 8 de agosto de 2026 | Diario |
| SFGV · EA Series Trust | 0,02% | 10 369 NS | 29 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 2 384 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 22 119 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 468 472 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 91 155 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 6 851 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 739 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 53 574 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 77 537 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 51 314 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 579 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 589 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 576 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 15 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 403 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 646 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 26 504 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 4 214 SH | 8 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 2 445 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 9 000 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 232 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 184 131 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 494 549 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 044 SH | 8 de agosto de 2026 | Diario |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 12 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 929 NS | 30 de abril de 2026 | N-PORT |