SAH Sonic Automotive, Inc. Common Stock
Acerca de Sonic Automotive, Inc. Common Stock Descripción general de la empresa de Wikipedia
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
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Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
Sonic Automotive operates in 24 states with more than 100 dealerships representing over 25 different brands of automobiles. The dealerships market new and used cars, replacement parts and vehicle maintenance, as well as collision repair services.
History
Sonic Automotive was launched as a public company in November 1997 by O Bruton Smith. At the time, the company had 20 stores, representing 15 brands and several hundred employees. The Smith family holds over 30% of the total shares outstanding but has over 80% of the voting power because of a dual-class structure with Super-voting stock.
Sonic ranked 300th on the 2022 Fortune 500 list. The company also is a member of the Russell 2000 Index.
EchoPark Automotive
Sonic Automotive owns EchoPark Automotive, a used car dealership chain also based in Charlotte. EchoPark allows customers to look up competitors' prices on mobile devices located throughout the stores.
The first EchoPark location opened in the Thornton area of Denver, Colorado in 2014. A location in Centennial was later opened along with a store in Colorado Springs. In September 2017, EchoPark purchased driversselect, a Dallas area dealership, which is now part of the EchoPark brand. EchoPark Automotive operates in 21 states across the United States with over 40 locations as of September 2021.
EchoPark facilities are constructed with sustainable building technologies and some locations are LEED certified.
Sales and acquisitions
In 2001, Sonic made its entrance into the Oklahoma City market with the purchase of Boyd Chevrolet and Steve Bailey Honda.
In 2002, Sonic acquired the sixteen-location Michigan-based Don Massey Dealerships. This brought the company to 134 total locations, making it the second-largest automotive retailer at the time. The acquisition also brought Sonic to 23 total Cadillac dealerships, representing between 5-7% of the brand's total revenue.
In July 2003, Sonic agreed to purchase eighteen dealerships, including the Momentum Automotive Group in Houston, Texas. Sonic's presence in the Houston area had traditionally been with domestic brands, but the acquisition of Momentum added BMW, Jaguar, and Audi brands to the companies portfolio. This sale also represented the first direct acquisition of a Saturn franchise by a retail automotive group, with the purchase of two Bay Area Saturn stores.
Sonic purchased two dealerships from PPE Houston in January 2007. The acquisition of the Land Rover and Jaguar stores brought Sonic to 173 franchises and 37 collision repair centers.
Sonic halted its acquisition strategy during the Great Recession but returned to acquiring new locations in order to drive growth in 2013.
In November 2014, Sonic traded one of its Don Massey Cadillac locations in Lone Tree, CO, to the Denver-based John Elway Automotive Group in exchange for the John Elway Chevrolet location and the associated real estate. The trade came about as a way for the brand to acquire a strong-performing Chevrolet franchise, as well as a plot of land beside the dealership on which the new Murray Imports BMW location could be built.
Sonic purchased the four AutoMatch USA used car locations in Florida and Georgia in 2016. These locations were re-branded under Sonic's EchoPark brand.
In October 2017, Sonic sold its Capitol Chevrolet & Hyundai franchise in Columbia, SC to the Stivers Automotive Group.
In May 2018, Sonic sold its Lone Star Ford franchise in Houston, TX to the Doggett Auto Group. The store was renamed Doggett Ford and moved into a new facility alongside Doggett's John Deere equipment dealership.
Sonic sold two dealerships to Graham Holdings in February 2019. The Lexus of Rockville store was renamed Ourisman Lexus of Rockville, as Graham has partnered with Chris Ourisman, president of the Ourisman Auto Group, to manage the locations. The Honda location in Vienna, Virginia, has been renamed Ourisman Honda of Tysons Corner.
In December 2021, Sonic acquired RFJ Auto Partners, a top 15 dealership group with approximately $3.2 billion in total annual revenues, adding 33 locations in six states to the Sonic Automotive portfolio.
Sonic acquired two franchises throughout 2022, the first being Sun Chevrolet in Chittenango, New York coming in January, and the second, Audi Owings Mills coming aboard in August.
In February 2023, Sonic Automotive acquired the Black Hills Harley-Davidson franchise in Rapid City, South Dakota, home of the Sturgis Motorcycle Rally. The Audi of New Orleans dealership was added to the Sonic portfolio in December of 2024.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
SAH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SAH 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 |
|---|---|
| 15 de junio de 2026 | $0,4100 |
| 13 de marzo de 2026 | $0,3800 |
| 15 de diciembre de 2025 | $0,3800 |
| 15 de septiembre de 2025 | $0,3800 |
| 13 de junio de 2025 | $0,3500 |
| 14 de marzo de 2025 | $0,3500 |
| 13 de diciembre de 2024 | $0,3500 |
| 13 de septiembre de 2024 | $0,3000 |
| 14 de junio de 2024 | $0,3000 |
| 14 de marzo de 2024 | $0,3000 |
| 14 de diciembre de 2023 | $0,3000 |
| 14 de septiembre de 2023 | $0,2900 |
| 14 de junio de 2023 | $0,2900 |
| 14 de marzo de 2023 | $0,2800 |
| 14 de diciembre de 2022 | $0,2800 |
| 14 de septiembre de 2022 | $0,2500 |
| 14 de junio de 2022 | $0,2500 |
| 14 de marzo de 2022 | $0,2500 |
| 14 de diciembre de 2021 | $0,1200 |
| 14 de septiembre de 2021 | $0,1200 |
SAH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 23,5%
- Compra 5 29,4%
- Mantener 7 41,2%
- Venta 1 5,9%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
11 analistas · 2026-08-15Historial 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 | $1.82 | $1.76 | 0.06% |
| 31 de marzo de 2026 | $1.61 | $1.41 | 0.21% |
| 31 de diciembre de 2025 | $1.52 | $1.51 | 0.01% |
| 30 de septiembre de 2025 | $1.41 | $1.74 | -0.33% |
| 30 de junio de 2025 | $2.19 | $1.64 | 0.55% |
| 31 de marzo de 2025 | $1.48 | $1.46 | 0.02% |
| 30 de junio de 2000 | $0.58 | $0.48 | 0.10% |
| 31 de marzo de 2000 | $0.39 | $0.33 | 0.06% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SAH | — | 18.1 | 6.5% | 0.78% | 11.3% | 15.7% |
| AN | $7.27B | 12.1 | 3.2% | 2.4% | 27.0% | 17.9% |
| VVV | $4.56B | 21.9 | 5.6% | 12.3% | 71.8% | 38.5% |
| ABG | — | 9.3 | 4.7% | 2.7% | 12.8% | 17.1% |
| AAP | $2.33B | 53.3 | -5.4% | 0.51% | 2.0% | 43.4% |
| GPI | $9.81B | 15.6 | 13.2% | 1.4% | 11.0% | 16.1% |
| APC | — | — | — | — | — | — |
| CWH | — | 1.7 | 4.4% | -1.4% | -32.4% | — |
| ARKO | $503M | 30.3 | -12.5% | 0.30% | 8.4% | — |
| EVGO | — | — | — | — | — | — |
| MNRO | $621M | 515.7 | -3.2% | 0.19% | 0.36% | 35.0% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.15B | $14.22B | $14.37B | $14.00B | $12.40B | $9.77B | $10.45B | $9.95B | $9.87B | $9.73B | $9.62B | $9.20B | |
| Cost of Revenue | $12.77B | $12.03B | $12.13B | $11.68B | $10.48B | $8.34B | $8.93B | $8.51B | $8.41B | $8.30B | $8.21B | $7.83B | |
| Gross Profit | $2.38B | $2.19B | $2.25B | $2.32B | $1.91B | $1.42B | $1.52B | $1.45B | $1.46B | $1.43B | $1.41B | $1.37B | |
| SG&A Expense | $1.68B | $1.58B | $1.60B | $1.56B | $1.27B | $1.03B | $1.10B | $1.15B | $1.15B | $1.11B | $1.11B | $1.07B | |
| Operating Income | $368M | $462M | $424M | $314M | $538M | $34M | $308M | $178M | $212M | $233M | $217M | $234M | |
| Interest Expense | · | · | · | · | · | · | · | $500.0K | $600.0K | $1M | $1M | $2M | |
| Other Non-op | $100.0K | $-500.0K | $100.0K | $200.0K | $-16M | $100.0K | $-7M | $106.0K | $-15M | $125.0K | $99.0K | $97.0K | |
| Pretax Income | $173M | $256M | $242M | $190M | $458M | $-35M | $200M | $75M | $108M | $155M | $145M | $162M | |
| Income Tax | $-54M | $40M | $64M | $102M | $109M | $16M | $55M | $23M | $14M | $61M | $57M | $63M | |
| Net Income | $119M | $216M | $178M | $88M | $349M | $-51M | $144M | $52M | $93M | $93M | $86M | $97M | |
| EPS (Basic) | $3.49 | $6.34 | $5.09 | $2.29 | $8.43 | $-1.21 | $3.35 | $1.21 | $2.11 | $2.04 | $1.71 | $1.86 | |
| EPS (Diluted) | $3.42 | $6.18 | $4.97 | $2.23 | $8.06 | $-1.21 | $3.30 | $1.20 | $2.09 | $2.03 | $1.70 | $1.84 | |
| Shares (Basic) | 34,000,000 | 34,100,000 | 35,000,000 | 38,700,000 | 41,400,000 | 42,500,000 | 43,016,000 | 42,708,000 | 43,997,000 | 45,637,000 | 50,489,000 | 52,065,000 | |
| Shares (Diluted) | 34,700,000 | 35,000,000 | 35,900,000 | 39,700,000 | 43,300,000 | 42,500,000 | 43,710,000 | 42,950,000 | 44,358,000 | 45,948,000 | 50,883,000 | 52,563,000 | |
| EBITDA | $368M | $462M | $424M | $314M | $538M | $34M | $308M | $178M | $212M | $233M | $217M | $234M |
Balance general 24
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $44M | $29M | $229M | $299M | $170M | $29M | $6M | $6M | $3M | $4M | $4M | |
| Receivables | $469M | $496M | $528M | $462M | $401M | $372M | $433M | $438M | $482M | $430M | $379M | $372M | |
| Inventory | $2.01B | $1.96B | $1.58B | $1.22B | $1.26B | $1.25B | $1.52B | $1.53B | $1.51B | $1.57B | $1.60B | $1.31B | |
| Other Current Assets | $344M | $388M | $385M | $298M | $122M | $93M | $38M | $21M | $19M | $27M | $101M | $81M | |
| Current Assets | $2.83B | $2.89B | $2.52B | $2.21B | $2.08B | $1.88B | $2.02B | $1.99B | $2.02B | $2.03B | $2.08B | $1.77B | |
| PP&E (Net) | $1.56B | $1.61B | $1.60B | $1.56B | $1.46B | $1.12B | $1.10B | $1.18B | $1.15B | $1.01B | $887M | $799M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.76B | $1.68B | $1.46B | $1.27B | $1.12B | |
| Accum. Depreciation | $1.09B | $1.00B | $928M | $843M | $746M | $673M | $617M | $576M | $527M | $450M | $380M | $317M | |
| Goodwill | $422M | $358M | $254M | $231M | $416M | $214M | $476M | $510M | $526M | $472M | $471M | $476M | |
| Intangibles | $454M | $430M | $417M | $397M | $480M | $64M | $64M | $70M | $75M | $80M | $81M | $84M | |
| Other Non-current Assets | $92M | $73M | $113M | $98M | $62M | $74M | $44M | $46M | $51M | $45M | $40M | $40M | |
| Total Assets | $5.97B | $5.90B | $5.36B | $4.98B | $4.98B | $3.75B | $4.07B | $3.80B | $3.82B | $3.64B | $3.56B | $3.17B | |
| Accounts Payable | $151M | $172M | $150M | $138M | $133M | $105M | $135M | $114M | $130M | $118M | $131M | $132M | |
| Current Liabilities | $2.60B | $2.64B | $2.29B | $1.85B | $1.89B | $1.83B | $2.07B | $1.95B | $1.95B | $1.94B | $1.91B | $1.65B | |
| Capital Leases | $268M | $220M | $219M | $231M | $265M | $297M | $304M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | $345.0K | $9M | $33M | $52M | $76M | $73M | $58M | |
| Other Non-current Liabilities | $114M | $120M | $90M | $106M | $96M | $89M | $74M | $76M | $62M | $61M | $64M | $69M | |
| Long-term Debt | $1.62B | $1.59B | $1.68B | $1.75B | $1.56B | $720M | $707M | $945M | $1.02B | $883M | $815M | $759M | |
| Total Debt | $1.62B | $1.59B | $1.68B | $1.75B | $1.56B | $720M | $707M | $945M | $1.02B | $883M | $815M | $773M | |
| Retained Earnings | $1.48B | $1.41B | $1.24B | $1.10B | $1.05B | $722M | $790M | $671M | $625M | $541M | $457M | $376M | |
| Treasury Stock | $1.32B | $1.24B | $1.20B | $1.03B | $765M | $672M | $600M | $598M | $574M | $536M | $436M | $402M | |
| AOCI | $-700.0K | $4M | $2M | $2M | $-1M | $-4M | $-2M | $4M | $1M | $-2M | $-6M | $-6M | |
| Stockholders' Equity | $1.07B | $1.06B | $892M | $895M | $1.08B | $815M | $945M | $823M | $787M | $725M | $729M | $667M | |
| Liabilities + Equity | $5.97B | $5.90B | $5.36B | $4.98B | $4.98B | $3.75B | $4.07B | $3.80B | $3.82B | $3.64B | $3.56B | $3.17B |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $163M | $150M | $142M | $128M | $101M | $91M | $93M | $94M | $89M | $77M | $69M | $58M | |
| Stock-based Comp | $23M | $24M | $23M | $20M | $15M | $12M | $11M | $12M | $11M | $11M | $10M | $8M | |
| Deferred Tax | $-26M | $-29M | $-19M | $-13M | $12M | $-34M | $-21M | $-21M | $-28M | $14M | $16M | $28M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $600.0K | $600.0K | $600.0K | $600.0K | $1M | |
| Operating Cash Flow | $567M | $109M | $-16M | $406M | $306M | $281M | $171M | $144M | $163M | $216M | $70M | $161M | |
| CapEx | $-150M | $-187M | $-204M | $-227M | $-298M | $127M | $126M | $164M | $234M | $206M | $173M | $146M | |
| Investing Cash Flow | $-499M | $-178M | $-219M | $-300M | $-1.30B | $-100M | $137M | $-15M | $-272M | $-221M | $-164M | $-108M | |
| Debt Issued | $149M | $78M | $0 | $327M | $1.17B | $58M | $109M | $21M | $302M | $103M | $69M | $44M | |
| Net Debt Issued | $276M | $243M | $80M | $194M | $1.11B | $13M | $69M | $-24M | $266M | $72M | $50M | $-19M | |
| Stock Repurchased | $-82M | $-34M | $-178M | $-262M | $-93M | $72M | $2M | $24M | $37M | $100M | $34M | $53M | |
| Net Stock Activity | $82M | $34M | $178M | $-262M | $-93M | $-72M | $-2M | $-24M | $-37M | $-100M | $-34M | $-53M | |
| Dividends Paid | $-49M | $-41M | $-40M | $-34M | $-18M | $17M | $16M | $10M | $9M | $9M | $5M | $5M | |
| Financing Cash Flow | $-106M | $84M | $34M | $-177M | $1.12B | $-40M | $-284M | $-129M | $112M | $4M | $94M | $-52M | |
| Net Change in Cash | $-38M | $15M | $-200M | $-70M | $129M | $141M | $23M | $-498.0K | $3M | $-517.0K | $-557.0K | $1M | |
| Taxes Paid | $101M | $36M | $86M | $126M | $99M | $57M | $73M | $35M | $43M | $28M | $38M | $51M | |
| Free Cash Flow | $717M | $296M | $188M | $179M | $8M | $154M | $45M | $-20M | $-71M | $10M | $-104M | $14M | |
| Levered FCF | · | · | · | · | · | · | · | $-20M | $-72M | $10M | $-105M | $13M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | 15.4% | 15.6% | 16.6% | 15.4% | 14.6% | · | 14.5% | 14.8% | 14.7% | 14.7% | 14.8% | |
| Operating Margin | 2.4% | 3.2% | 2.9% | 2.2% | 4.3% | 0.35% | · | 1.8% | 2.1% | 2.4% | 2.3% | 2.5% | |
| Net Margin | 0.78% | 1.5% | 1.2% | 0.63% | 2.8% | -0.53% | · | 0.52% | 0.94% | 0.96% | 0.90% | 1.1% | |
| Pretax Margin | 1.1% | 1.8% | 1.7% | 1.4% | 3.7% | -0.36% | · | 0.76% | 1.1% | 1.6% | 1.5% | 1.8% | |
| EBITDA Margin | 2.4% | 3.2% | 2.9% | 2.2% | 4.3% | 0.35% | · | 1.8% | 2.1% | 2.4% | 2.3% | 2.5% | |
| ROA | 2.0% | 3.8% | 3.5% | 1.8% | 8.0% | -1.3% | 3.7% | 1.4% | 2.5% | 2.6% | 2.6% | 3.1% | |
| ROE | 11.3% | 20.8% | 20.4% | 8.8% | 33.5% | -6.5% | 15.6% | 6.3% | 12.3% | 12.8% | 12.4% | 15.2% | |
| ROIC | 18.0% | 14.7% | 12.2% | 5.5% | 15.5% | 3.2% | 13.5% | 7.0% | 10.2% | 8.8% | 8.5% | 9.9% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | 1.1 | 1.2 | 1.1 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.1 | 1.1 | |
| Quick Ratio | 0.2 | 0.2 | 0.2 | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Debt / Equity | 1.5 | 1.5 | 1.9 | 2.0 | 1.5 | 0.9 | 0.7 | 1.1 | 1.3 | 1.2 | 1.1 | 1.2 | |
| LT Debt / Equity | 1.5 | 1.4 | 1.8 | 1.9 | 1.4 | 0.8 | 0.7 | 1.1 | 1.2 | 1.2 | 1.1 | 1.1 | |
| Interest Coverage | · | · | · | · | · | · | · | 355.3 | 352.6 | 232.9 | 155.2 | 116.8 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 2.5 | 2.8 | 2.8 | 2.8 | 2.5 | · | 2.6 | 2.6 | 2.7 | 2.9 | 3.0 | |
| Inventory Turnover | 6.4 | 6.8 | 8.7 | 9.4 | 8.4 | 6.0 | 5.9 | 5.6 | 5.5 | 5.2 | 5.6 | 6.0 | |
| Receivables Turnover | 31.4 | 27.8 | 29.0 | 32.4 | 32.1 | 24.3 | · | 21.5 | 21.6 | 24.1 | 25.6 | 25.3 |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | -1.0% | 2.6% | 12.9% | 26.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.7% | 4.7% | 13.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -44.7% | 24.3% | 122.9% | -72.3% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 15.3% | -8.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -45.1% | 21.2% | 101.4% | -74.6% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.3% | -14.8% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.15B | $14.22B | $14.37B | $14.00B | $12.40B | $9.77B | $10.45B | $9.95B | $9.87B | $9.73B | $9.62B | $9.20B | |
| Net Income TTM | $119M | $216M | $178M | $88M | $349M | $-51M | $144M | $52M | $93M | $93M | $86M | $97M | |
| P/E | 18.1 | 10.3 | 11.3 | 22.1 | 6.1 | -31.9 | 9.4 | 11.5 | 8.8 | 11.3 | 13.4 | 14.7 | |
| Earnings Yield | 5.5% | 9.8% | 8.8% | 4.5% | 16.3% | -3.1% | 10.7% | 8.7% | 11.3% | 8.9% | 7.5% | 6.8% | |
| Payout Ratio | -41.1% | -18.9% | -22.4% | 39.0% | 5.2% | -33.3% | 10.8% | 19.0% | 9.5% | 9.3% | 5.9% | 5.4% | |
| Annual Payout | $-49M | $-41M | $-40M | $-34M | $-18M | $17M | $16M | $10M | $9M | $9M | $5M | $5M |
Estado de resultados 14
| Métrica | Tendencia | Q2 2026 | Q4 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 | $3.93B | · | $3.69B | $3.87B | $3.97B | $3.66B | $3.65B | $3.90B | $3.49B | $3.45B | $3.38B | $3.58B | $3.64B | $3.65B | $3.49B | $3.59B | |
| Cost of Revenue | $3.32B | · | $3.09B | $3.27B | $3.36B | $3.06B | $3.08B | $3.32B | $2.95B | $2.91B | $2.85B | $3.04B | $3.06B | $3.08B | $2.94B | $3.01B | |
| Gross Profit | $616M | · | $599M | $599M | $616M | $602M | $566M | $574M | $544M | $539M | $536M | $541M | $582M | $569M | $554M | $576M | |
| SG&A Expense | $445M | · | $427M | $434M | $452M | $413M | $380M | $400M | $392M | $393M | $392M | $386M | $410M | $392M | $413M | $366M | |
| Operating Income | $132M | · | $133M | $123M | $123M | $-23M | $145M | $134M | $114M | $108M | $107M | $102M | $137M | $78M | $106M | $-144M | |
| Other Non-op | $0 | · | $100.0K | $300.0K | $-100.0K | $-100.0K | $0 | $-100.0K | $0 | $-500.0K | $100.0K | $-400.0K | $200.0K | $100.0K | $200.0K | $100.0K | |
| Pretax Income | $80M | · | $85M | $73M | $71M | $-69M | $97M | $82M | $61M | $56M | $58M | $55M | $91M | $32M | $64M | $-182M | |
| Income Tax | $23M | · | $24M | $-82M | $24M | $-24M | $27M | $24M | $-13M | $14M | $16M | $16M | $23M | $9M | $16M | $8M | |
| Net Income | $57M | · | $61M | $47M | $47M | $-46M | $71M | $59M | $74M | $41M | $42M | $39M | $68M | $23M | $48M | $-191M | |
| EPS (Basic) | $1.82 | · | $1.81 | $1.37 | $1.37 | $-1.34 | $2.09 | $1.71 | $2.18 | $1.21 | $1.24 | $1.14 | $1.96 | $0.66 | $1.33 | $-4.80 | |
| EPS (Diluted) | $1.79 | · | $1.79 | $1.39 | $1.33 | $-1.34 | $2.04 | $1.67 | $2.13 | $1.18 | $1.20 | $1.11 | $1.92 | $0.65 | $1.29 | $-4.67 | |
| Shares (Basic) | 31,600,000 | · | 33,600,000 | -68,200,000 | 34,200,000 | 34,100,000 | 33,900,000 | -67,900,000 | 34,000,000 | 34,000,000 | 34,000,000 | -71,100,000 | 34,900,000 | 35,300,000 | 35,900,000 | -79,500,000 | |
| Shares (Diluted) | 32,100,000 | · | 34,000,000 | -69,100,000 | 35,100,000 | 34,100,000 | 34,600,000 | -69,700,000 | 34,900,000 | 34,900,000 | 34,900,000 | -72,600,000 | 35,600,000 | 36,000,000 | 36,900,000 | -81,800,000 | |
| EBITDA | $132M | · | · | · | $123M | $-23M | $145M | · | $152M | $145M | $143M | · | $173M | $114M | $141M | · |
Balance general 22
| Métrica | Tendencia | Q2 2026 | Q4 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 | $19M | · | · | $6M | $89M | $110M | $65M | $44M | $18M | $67M | $15M | $29M | $35M | $120M | $160M | $229M | |
| Receivables | $426M | · | · | $469M | $446M | $398M | $515M | $496M | $437M | $441M | $421M | · | $432M | $401M | $375M | · | |
| Inventory | $2.32B | · | · | $2.01B | $2.06B | $2.12B | $1.88B | $1.96B | $1.92B | $1.95B | $1.70B | · | $1.43B | $1.45B | $1.46B | · | |
| Other Current Assets | $330M | · | · | $344M | $216M | $149M | $412M | $388M | $438M | $456M | $375M | · | $342M | $328M | $304M | · | |
| Current Assets | $3.10B | · | · | $2.83B | $2.81B | $2.78B | $2.87B | $2.89B | $2.81B | $2.92B | $2.51B | · | $2.24B | $2.30B | $2.30B | · | |
| PP&E (Net) | $1.67B | · | · | $1.56B | $1.59B | $1.62B | $1.62B | $1.61B | $1.60B | $1.59B | $1.60B | · | $1.60B | $1.56B | $1.59B | · | |
| Accum. Depreciation | $1.14B | · | · | $1.09B | $1.08B | $1.05B | $1.04B | $1.00B | $969M | $939M | $929M | · | $908M | $886M | $872M | · | |
| Goodwill | $432M | · | · | $422M | $623M | $574M | $358M | $358M | $347M | $254M | $254M | $254M | $244M | $242M | $244M | $231M | |
| Intangibles | $437M | · | · | $454M | $252M | $256M | $430M | $430M | $417M | $417M | $417M | · | $417M | $417M | $419M | · | |
| Other Non-current Assets | $141M | · | · | $92M | $139M | $123M | $74M | $73M | $80M | $122M | $113M | · | $101M | $100M | $99M | · | |
| Total Assets | $6.38B | · | · | $5.97B | $6.02B | $5.93B | $5.88B | $5.90B | $5.76B | $5.80B | $5.41B | · | $5.05B | $5.08B | $5.15B | · | |
| Accounts Payable | $156M | · | · | $151M | $215M | $173M | $180M | $172M | $148M | $220M | $144M | · | $143M | $131M | $149M | · | |
| Current Liabilities | $3.06B | · | · | $2.60B | $2.76B | $2.71B | $2.63B | $2.64B | $2.54B | $2.65B | $2.30B | · | $2.01B | $2.00B | $2.06B | · | |
| Capital Leases | $251M | · | · | $268M | $274M | $239M | $216M | $220M | $201M | $196M | $204M | · | $176M | $189M | $210M | · | |
| Other Non-current Liabilities | $114M | · | · | $114M | $124M | $122M | $116M | $120M | $107M | $87M | $89M | · | $108M | $110M | $115M | · | |
| Long-term Debt | $1.76B | · | · | $1.62B | $1.49B | $1.52B | $1.57B | $1.59B | $1.70B | $1.71B | $1.65B | · | $1.68B | $1.69B | $1.73B | · | |
| Total Debt | $1.76B | · | · | · | $1.49B | $1.52B | $1.57B | · | $1.70B | $1.71B | $1.65B | · | $1.68B | $1.69B | $1.73B | · | |
| Retained Earnings | $1.57B | · | · | $1.48B | $1.45B | $1.41B | $1.47B | $1.41B | $1.37B | $1.30B | $1.27B | · | $1.21B | $1.15B | $1.14B | · | |
| Treasury Stock | $1.46B | · | · | $1.32B | $1.28B | $1.28B | $1.27B | $1.24B | $1.23B | $1.23B | $1.23B | · | $1.20B | $1.12B | $1.12B | · | |
| AOCI | $-300.0K | · | · | $-700.0K | $2M | $2M | $3M | $4M | $2M | $2M | $2M | · | $3M | $2M | $2M | · | |
| Stockholders' Equity | $1.03B | · | · | $1.07B | $1.07B | $1.03B | $1.09B | $1.06B | $1.01B | $945M | $904M | $892M | $858M | $877M | $855M | $895M | |
| Liabilities + Equity | $6.38B | · | · | $5.97B | $6.02B | $5.93B | $5.88B | $5.90B | $5.76B | $5.80B | $5.41B | · | $5.05B | $5.08B | $5.15B | · |
Flujo de Efectivo 16
| Métrica | Tendencia | Q2 2026 | Q4 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 | $40M | · | $39M | $42M | $41M | $40M | $40M | $39M | $38M | $37M | $36M | $37M | $35M | $36M | $34M | $34M | |
| Stock-based Comp | $6M | · | $5M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $6M | $7M | $5M | $5M | $4M | |
| Deferred Tax | $-4M | · | $-4M | $33M | $-4M | $-52M | $-4M | $-18M | $-4M | $-4M | $-4M | $-8M | $-4M | $-3M | $-3M | $-2M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | $-11M | · | · | · | $-118M | · | |
| Operating Cash Flow | $-100M | · | $36M | $67M | $168M | $137M | $196M | $88M | $88M | $-136M | $70M | $-120M | $123M | $15M | $-34M | $-239M | |
| CapEx | $118M | · | $37M | $-262M | $34M | $34M | $45M | $-333M | $53M | $49M | $44M | $-357M | $78M | $38M | $37M | $-425M | |
| Investing Cash Flow | $-182M | · | $22M | $-5M | $-72M | $-386M | $-36M | $-91M | $-25M | $-22M | $-39M | $-47M | $-78M | $14M | $-108M | $-24M | |
| Debt Issued | $40M | · | $150M | $149M | $0 | $0 | $0 | $0 | $0 | · | · | $0 | $0 | · | · | $327M | |
| Net Debt Issued | · | · | · | · | · | · | $-18M | · | · | · | $-22M | · | · | · | $-20M | · | |
| Stock Repurchased | $6M | · | $136M | $-126M | $0 | $9M | $35M | $-62M | $0 | $100.0K | $27M | $-355M | $87M | $0 | $91M | $-507M | |
| Net Stock Activity | · | · | · | · | · | · | $-35M | · | · | · | $-27M | · | · | · | $-91M | · | |
| Dividends Paid | $12M | · | $13M | $-85M | $12M | $12M | $12M | $-71M | $10M | $10M | $10M | $-70M | $10M | $10M | $10M | $-60M | |
| Financing Cash Flow | $296M | · | $-58M | $-145M | $-116M | $295M | $-140M | $30M | $-112M | $211M | $-44M | $162M | $-130M | $-70M | $72M | $353M | |
| Net Change in Cash | $14M | · | $-600.0K | $-83M | $-21M | $46M | $21M | $26M | $-50M | $52M | $-14M | $-6M | $-85M | $-40M | $-69M | $90M | |
| Taxes Paid | $52M | · | $0 | $11M | $81M | $7M | $700.0K | $-16M | $11M | $40M | $-200.0K | $13M | $27M | $47M | $-400.0K | $31M | |
| Free Cash Flow | · | · | · | · | · | · | $151M | · | · | · | $26M | · | · | · | $-71M | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | · | · | · | 15.5% | 16.5% | 15.5% | · | 15.6% | 15.6% | 15.8% | · | 16.0% | 15.6% | 15.8% | · | |
| Operating Margin | 3.4% | · | · | · | 3.1% | -0.64% | 4.0% | · | 3.2% | 3.1% | 3.1% | · | 3.8% | 2.1% | 3.0% | · | |
| Net Margin | 1.5% | · | · | · | 1.2% | -1.2% | 1.9% | · | 2.1% | 1.2% | 1.2% | · | 1.9% | 0.64% | 1.4% | · | |
| Pretax Margin | 2.0% | · | · | · | 1.8% | -1.9% | 2.7% | · | 1.7% | 1.6% | 1.7% | · | 2.5% | 0.89% | 1.8% | · | |
| EBITDA Margin | 3.4% | · | · | · | 3.1% | -0.64% | 4.0% | · | 4.3% | 4.2% | 4.2% | · | 4.7% | 3.1% | 4.0% | · | |
| ROA | 0.93% | · | · | · | 0.79% | -0.78% | 1.2% | · | 1.4% | 0.76% | 0.80% | · | 1.4% | 0.46% | 0.94% | · | |
| ROE | 5.6% | · | · | · | 4.5% | -4.6% | 7.1% | · | 7.9% | 4.5% | 4.8% | · | 7.0% | 2.3% | 4.8% | · | |
| ROIC | 3.4% | · | · | · | 3.1% | -0.60% | 4.0% | · | 5.1% | 3.0% | 3.0% | · | 4.1% | 2.2% | 3.1% | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q4 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 | 1.0 | · | · | · | 1.0 | 1.0 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | |
| Quick Ratio | 0.1 | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | |
| Debt / Equity | 1.7 | · | · | · | 1.4 | 1.5 | 1.4 | · | 1.7 | 1.8 | 1.8 | · | 2.0 | 1.9 | 2.0 | · | |
| LT Debt / Equity | 1.5 | · | · | · | 1.3 | 1.4 | 1.4 | · | 1.6 | 1.7 | 1.8 | · | 1.9 | 1.9 | 1.9 | · |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q4 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 | 0.6 | · | · | · | 0.7 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | |
| Inventory Turnover | 1.5 | · | · | · | 1.7 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.8 | · | 2.3 | 2.3 | 2.2 | · | |
| Receivables Turnover | 9.6 | · | · | · | 9.0 | 8.7 | 7.8 | · | 8.0 | 8.2 | 8.5 | · | 9.2 | 9.8 | 9.6 | · |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q4 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 | $15.25B | $14.97B | · | · | $14.77B | $14.25B | $13.98B | · | $13.97B | $14.13B | $14.17B | · | $14.24B | $14.10B | $13.90B | · | |
| Net Income TTM | $119M | $133M | · | · | $146M | $140M | $228M | · | $226M | $175M | $182M | · | $227M | $253M | $327M | · | |
| P/E | 23.8 | 20.6 | · | · | 18.3 | 19.9 | 8.7 | · | 9.1 | 11.0 | 11.3 | · | 7.8 | 7.3 | 6.6 | · | |
| Earnings Yield | 4.2% | 4.9% | · | · | 5.5% | 5.0% | 11.5% | · | 11.0% | 9.1% | 8.9% | · | 12.8% | 13.7% | 15.1% | · | |
| Payout Ratio | · | · | · | · | · | · | 16.9% | · | · | · | 24.3% | · | · | · | 21.4% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Ingresos | — | $15.15B | $14.22B | $14.37B | $14.00B |
| Margen Bruto % | — | 15.7% | 15.4% | 15.6% | 16.6% |
| Margen Operativo % | — | 2.4% | 3.2% | 2.9% | 2.2% |
| Beneficio neto | — | $119M | $216M | $178M | $88M |
| EPS Diluido | — | $3.42 | $6.18 | $4.97 | $2.23 |
Balance general
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | 1.5 | 1.5 | 1.9 | 2.0 |
| Ratio corriente | — | 1.1 | 1.1 | 1.1 | 1.2 |
| Ratio Rápido | — | 0.2 | 0.2 | 0.2 | 0.4 |
Flujo de Efectivo
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | $717M | $296M | $188M | $179M |
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Propietarios institucionales (13F) 257 declarantes · $781.9M 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 47 (+8 vs trimestre anterior) | 22 (-13 vs trimestre anterior) | 76 (+3 vs trimestre anterior) | 75 (+8 vs trimestre anterior) | +1.9M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $107 726 204 | 1 270 506 | 13,78% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $64 513 574 | 760 863 | 8,25% | Acciones |
| STATE STREET CORP | $54 062 519 | 634 362 | 6,91% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $49 900 000 | 588 516 | 6,38% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $45 454 054 | 536 078 | 5,81% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $41 963 164 | 494 907 | 5,37% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $31 108 853 | 366 892 | 3,98% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23 533 210 | 277 547 | 3,01% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $23 526 755 | 277 416 | 3,01% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $18 973 967 | 223 776 | 2,43% | Acciones |
| D. E. Shaw & Co., Inc. | $17 363 211 | 204 779 | 2,22% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $16 652 926 | 196 402 | 2,13% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15 523 014 | 183 076 | 1,99% | Acciones |
| GOLDMAN SACHS GROUP INC | $13 215 793 | 155 865 | 1,69% | Acciones |
| Bank of New York Mellon Corp | $13 190 272 | 155 564 | 1,69% | Acciones |
| HEARTLAND ADVISORS INC | $12 514 834 | 147 598 | 1,60% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10 320 808 | 121 722 | 1,32% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $8 872 510 | 104 641 | 1,13% | Acciones |
| BlackRock, Inc. | $8 356 309 | 98 553 | 1,07% | Acciones |
| FRANKLIN RESOURCES INC | $7 533 846 | 88 853 | 0,96% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $7 398 351 | 87 255 | 0,95% | Acciones |
| PDT Partners, LLC | $7 162 550 | 84 474 | 0,92% | Acciones |
| Phocas Financial Corp. | $7 066 568 | 83 342 | 0,90% | Acciones |
| ProShare Advisors LLC | $6 857 137 | 80 872 | 0,88% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $6 665 002 | 78 606 | 0,85% | Acciones |
| TWO SIGMA ADVISERS, LP | $6 408 696 | 103 600 | 0,82% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $5 684 406 | 67 041 | 0,73% | Acciones |
| Brandywine Global Investment Management, LLC | $5 434 154 | 87 846 | 0,70% | Acciones |
| Cubist Systematic Strategies, LLC | $5 151 973 | 67 708 | 0,66% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 069 849 | 59 793 | 0,65% | Acciones |
| DENALI ADVISORS LLC | $4 799 114 | 56 600 | 0,61% | Acciones |
| Public Sector Pension Investment Board | $4 780 799 | 56 384 | 0,61% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $4 633 180 | 54 643 | 0,59% | Acciones |
| Squarepoint Ops LLC | $4 568 909 | 53 885 | 0,58% | Acciones |
| AMERIPRISE FINANCIAL INC | $4 190 734 | 49 419 | 0,54% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $4 111 637 | 48 492 | 0,53% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 832 423 | 45 199 | 0,49% | Acciones |
| Teewinot Capital Advisers, L.L.C. | $3 328 855 | 39 260 | 0,43% | Acciones |
| FIRST TRUST ADVISORS LP | $3 296 211 | 38 875 | 0,42% | Acciones |
| FMR LLC | $3 284 680 | 38 739 | 0,42% | Acciones |
| RHUMBLINE ADVISERS | $3 042 668 | 35 885 | 0,39% | Acciones |
| XTX Topco Ltd | $3 037 856 | 35 828 | 0,39% | Acciones |
| FORMULA GROWTH LTD | $3 035 482 | 35 800 | 0,39% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 010 045 | 35 500 | 0,38% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 966 548 | 34 987 | 0,38% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2 951 031 | 34 804 | 0,38% | Acciones |
| Engineers Gate Manager LP | $2 580 923 | 30 439 | 0,33% | Acciones |
| Swiss National Bank | $2 382 599 | 28 100 | 0,30% | Acciones |
| Aquatic Capital Management LLC | $2 315 615 | 27 310 | 0,30% | Acciones |
| HSBC HOLDINGS PLC | $2 283 163 | 27 340 | 0,29% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2 280 597 | 26 897 | 0,29% | Acciones |
| Man Group plc | $1 999 348 | 23 580 | 0,26% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $1 974 589 | 23 288 | 0,25% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 961 955 | 23 139 | 0,25% | Acciones |
| CITADEL ADVISORS LLC | $1 836 212 | 21 656 | 0,23% | Acciones |
| New Age Alpha Advisors, LLC | $1 793 224 | 21 149 | 0,23% | Acciones |
| Legal & General Group Plc | $1 699 447 | 20 043 | 0,22% | Acciones |
| NorthCrest Asset Manangement, LLC | $1 685 271 | 17 682 | 0,22% | Acciones |
| JANE STREET GROUP, LLC | $1 678 842 | 19 800 | 0,21% | Opción de venta |
| CITIGROUP INC | $1 671 720 | 19 716 | 0,21% | Acciones |
| Point72 Asset Management, L.P. | $1 620 422 | 19 111 | 0,21% | Acciones |
| ExodusPoint Capital Management, LP | $1 521 896 | 17 949 | 0,19% | Acciones |
| Brevan Howard Capital Management LP | $1 508 923 | 17 796 | 0,19% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 412 487 | 32 767 | 0,18% | Acciones |
| Quantbot Technologies LP | $1 399 629 | 16 507 | 0,18% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 360 292 | 19 838 | 0,17% | Acciones |
| Quantinno Capital Management LP | $1 301 354 | 15 347 | 0,17% | Acciones |
| Nuveen, LLC | $1 175 359 | 13 862 | 0,15% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 142 800 | 13 478 | 0,15% | Acciones |
| Vanguard Global Advisers, LLC | $1 116 939 | 13 173 | 0,14% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 105 492 | 13 038 | 0,14% | Acciones |
| WOLVERINE ASSET MANAGEMENT LLC | $1 027 400 | 12 117 | 0,13% | Acciones |
| A&I FINANCIAL SERVICES, LLC | $996 791 | 11 755 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $943 317 | 13 757 | 0,12% | Acciones |
| BARCLAYS PLC | $838 402 | 9 888 | 0,11% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $824 837 | 9 728 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $736 062 | 8 681 | 0,09% | Acciones |
| VANGUARD GROUP INC | $722 834 | 11 685 | 0,09% | Acciones |
| Skopos Labs, Inc. | $713 951 | 10 412 | 0,09% | Acciones |
| MAI Capital Management | $673 064 | 7 938 | 0,09% | Acciones |
| Illinois Municipal Retirement Fund | $658 140 | 7 762 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $654 748 | 7 722 | 0,08% | Acciones |
| Nebula Research & Development LLC | $593 560 | 7 426 | 0,08% | Acciones |
| Russell Investments Group, Ltd. | $577 759 | 6 814 | 0,07% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $572 502 | 6 752 | 0,07% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $560 716 | 6 613 | 0,07% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $500 770 | 5 906 | 0,06% | Acciones |
| JANUS HENDERSON GROUP PLC | $500 212 | 7 288 | 0,06% | Acciones |
| Louisiana State Employees Retirement System | $483 303 | 5 700 | 0,06% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $477 876 | 5 636 | 0,06% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $477 581 | 5 633 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $476 265 | 5 617 | 0,06% | Acciones |
| Jain Global LLC | $440 908 | 5 200 | 0,06% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $440 908 | 5 200 | 0,06% | Acciones |
| Jump Financial, LLC | $440 738 | 5 198 | 0,06% | Acciones |
| Sanctuary Advisors, LLC | $434 295 | 5 122 | 0,06% | Acciones |
| Invesco Ltd. | $416 743 | 4 915 | 0,05% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $404 270 | 4 745 | 0,05% | Acciones |
| Corient Private Wealth LP | $400 952 | 4 728 | 0,05% | Acciones |
| ARISTEIA CAPITAL, L.L.C. | $394 697 | 4 655 | 0,05% | Acciones |
Informantes de la empresa 28 insiders · 9 directivos · 21 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| David Bruton Smith | Chairman and CEO | 31 de marzo de 2025 F | 552 343 | 0 | 0 | $0 |
| Heath Byrd | EVP and CFO | 2 de junio de 2026 S | 133 952 | 0 | 2 | $-1 239 895 |
| David P Cosper | Vice Chairman and CFO | 22 de marzo de 2013 D | 171 984 | 0 | 0 | $0 |
| Lee E Wyatt | Executive VP, CFO & Treasurer | 21 de abril de 2005 A | 50 000 | 0 | 0 | $0 |
| Jeff Dyke | President | 9 de junio de 2026 S | 543 668 | 0 | 2 | $-5 415 638 |
| Theodore M Wright | President | 19 de febrero de 2004 A | 124 075 | 0 | 0 | $0 |
| Bruton O Smith | Executive Chairman | 31 de marzo de 2022 F | 973 670 | 0 | 0 | $0 |
| Mark J Iuppenlatz | Exec VP of Corp Development | 19 de marzo de 2007 A | 58 350 | 0 | 0 | $0 |
| Greg Young | VP & Chief Accounting Officer | 17 de marzo de 2006 M | 1 200 | 0 | 0 | $0 |
| Michael Edward Hodge | Consejero | 24 de abril de 2025 A | 17 807 | 0 | 0 | $0 |
| Keri A Kaiser | Consejero | 24 de abril de 2025 A | 22 409 | 0 | 0 | $0 |
| Eugene R Taylor | Consejero | 24 de abril de 2025 A | 61 083 | 0 | 0 | $0 |
| Marcus G Smith | Consejero | 24 de abril de 2025 A | 98 871 | 0 | 0 | $0 |
| William I Belk | Consejero | 24 de abril de 2025 A | 104 325 | 0 | 0 | $0 |
| Bryan Scott Smith | Consejero | 24 de abril de 2025 A | 396 207 | 0 | 0 | $0 |
| William R Brooks | Consejero | 24 de abril de 2025 A | 114 982 | 0 | 0 | $0 |
| John W. Harris III | Consejero | 16 de mayo de 2023 A | 52 081 | 0 | 0 | $0 |
| Victor H Doolan | Consejero | 29 de abril de 2021 A | 34 993 | 0 | 0 | $0 |
| Robert H Heller | Consejero | 29 de abril de 2021 A | 95 578 | 0 | 0 | $0 |
| Bernard Clinton Byrd Jr | Consejero | 15 de abril de 2015 A | 9 456 | 0 | 0 | $0 |
| Robert L Rewey | Consejero | 17 de abril de 2014 A | 47 142 | 0 | 0 | $0 |
| David C Vorhoff | Consejero | 18 de abril de 2013 A | 35 046 | 0 | 0 | $0 |
| Jeffrey C Rachor | Consejero | 19 de mayo de 2008 D | 2 459 | 0 | 0 | $0 |
| William P Benton | Consejero | 25 de abril de 2008 A | 12 423 | 0 | 0 | $0 |
| Thomas P Capo | Consejero | 22 de abril de 2005 A | 2 745 | 0 | 0 | $0 |
| Maryann Keller | Consejero | 31 de marzo de 2004 A | — | 0 | 0 | $0 |
| Rusnak Paul P. | Propietario del 10% | 7 de abril de 2022 P | 5 000 000 | 0 | 0 | $0 |
| Sonic Financial Corporation | Propietario del 10% | 27 de septiembre de 2018 P | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 4 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 |
|---|---|---|---|---|---|
| OBS Family, LLC, Sonic Financial Corporation, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 presentaciones | 17 de junio de 2026 | 42,30% | Enmienda | — | SEC |
| Sonic Financial Corporation, O. Bruton Smith, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 presentaciones | 9 de octubre de 2018 | — | Presentación inicial | — | SEC |
| O. Bruton Smith, Sonic Financial Corporation | 10 de enero de 2013 | — | Presentación inicial | — | SEC |
| Paul P. Rusnak ×2 presentaciones | 26 de mayo de 2010 | — | 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 75 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,29% | 101 951 NS | 31 de mayo de 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 1,27% | 5 070 NS | 30 de abril de 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 1,17% | 94 100 SH | 8 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,92% | 233 693 SH | 8 de agosto de 2026 | Diario |
| RZV · Invesco Exchange-Traded Fund Trust | 0,69% | 25 697 SH | 8 de agosto de 2026 | Diario |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,41% | 1 221 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,35% | 1 157 NS | 30 de abril de 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,33% | 5 019 SH | 8 de agosto de 2026 | Diario |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,27% | 6 333 NS | 30 de abril de 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,26% | 1 024 NS | 31 de marzo de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 299 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,20% | 30 294 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,12% | 27 830 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,12% | 117 319 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,11% | 123 151 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,10% | 94 642 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,09% | 158 292 NS | 30 de abril de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 7 780 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,09% | 31 102 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,08% | 255 325 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 25 287 NS | 31 de mayo de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,07% | 2 325 SH | 8 de agosto de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,07% | 54 698 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,07% | 1 549 SH | 8 de agosto de 2026 | Diario |
| FDIS · FIDELITY COVINGTON TRUST | 0,06% | 14 209 NS | 30 de abril de 2026 | N-PORT |
| IJR · iShares Trust | 0,06% | 800 179 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,06% | 45 765 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 5 380 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,06% | 985 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,05% | 177 NS | 31 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,05% | 552 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 6 273 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,04% | 71 526 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,04% | 3 304 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 6 482 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,04% | 69 794 NS | 30 de abril de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,04% | 8 029 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,04% | 6 484 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 309 207 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,03% | 2 680 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,03% | 704 NS | 31 de mayo de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 2 851 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 70 132 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 70 983 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,03% | 43 866 SH | 8 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,02% | 171 124 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 5 116 SH | 8 de agosto de 2026 | Diario |
| SFGV · EA Series Trust | 0,02% | 2 595 NS | 29 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 550 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 546 SH | 8 de agosto de 2026 | Diario |