SBAC SBA Communications Corporation - Class A Common Stock
Acerca de SBA Communications Corporation - Class A Common Stock Descripción general de la empresa de Wikipedia
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.
Leer más
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.
## Operations
The company develops wireless infrastructures, including small cells, indoor/outdoor distributed antenna systems, and traditional cell sites that support antennas used for wireless communication by mobile carriers and wireless broadband providers.
SBA Communications operates in two segments: Site Leasing and Site Development. It leases antenna space to wireless service providers on towers that it owns or operates, and manages rooftop and tower sites for property owners under various contractual arrangements. As of 2020, it owned 30,000 towers around North and South America. Its biggest market is Brazil, where the company owns over 10,000 towers. The company also managed or leased approximately 4,800 actual or potential towers. In addition, it provides various site development services comprising network pre-design; site audits; identification of potential locations for towers and antennas; support in buying or leasing of the location; assistance in obtaining zoning approvals and permits; tower structure construction; antenna installation; and radio equipment installation, commissioning, and maintenance.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
SBAC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SBAC 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 |
|---|---|
| 22 de mayo de 2026 | $1,2500 |
| 13 de marzo de 2026 | $1,2500 |
| 13 de noviembre de 2025 | $1,1100 |
| 21 de agosto de 2025 | $1,1100 |
| 22 de mayo de 2025 | $1,1100 |
| 13 de marzo de 2025 | $1,1100 |
| 14 de noviembre de 2024 | $0,9800 |
| 22 de agosto de 2024 | $0,9800 |
| 22 de mayo de 2024 | $0,9800 |
| 13 de marzo de 2024 | $0,9800 |
| 15 de noviembre de 2023 | $0,8500 |
| 23 de agosto de 2023 | $0,8500 |
| 25 de mayo de 2023 | $0,8500 |
| 9 de marzo de 2023 | $0,8500 |
| 16 de noviembre de 2022 | $0,7100 |
| 24 de agosto de 2022 | $0,7100 |
| 18 de mayo de 2022 | $0,7100 |
| 9 de marzo de 2022 | $0,7100 |
| 17 de noviembre de 2021 | $0,5800 |
| 25 de agosto de 2021 | $0,5800 |
SBAC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 14,8%
- Compra 13 48,1%
- Mantener 10 37,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
20 analistas · 2026-08-18Historial 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 | $1.87 | $1.92 | -0.05% |
| 31 de marzo de 2026 | $1.74 | $1.81 | -0.07% |
| 31 de diciembre de 2025 | $3.47 | $3.87 | -0.40% |
| 30 de septiembre de 2025 | $2.20 | $2.24 | -0.04% |
| 30 de junio de 2025 | $2.09 | $2.16 | -0.07% |
| 31 de marzo de 2025 | $1.77 | $2.27 | -0.50% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SBAC | $20.44B | 19.7 | 5.1% | 37.4% | -21.5% | 75.5% |
| AMT | $81.87B | 32.5 | 5.1% | 24.7% | 74.7% | — |
| CCI | $38.66B | 88.0 | -4.4% | 10.4% | -29.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B | $2.08B | $2.01B | $1.87B | $1.73B | $1.63B | $1.64B | $1.53B | |
| Cost of Revenue | $199M | $119M | $140M | $223M | $159M | $103M | $119M | $96M | $87M | $421M | $444M | $428M | |
| Gross Profit | $2.12B | $2.10B | $2.10B | $1.96B | $1.76B | $1.61B | $1.52B | $1.40B | $1.28B | $1.21B | $1.19B | $1.10B | |
| SG&A Expense | $278M | $259M | $268M | $262M | $220M | $194M | $193M | $143M | $131M | $143M | $115M | $103M | |
| Operating Expenses | $1.47B | $1.24B | $1.79B | $1.71B | $1.53B | $1.45B | $1.43B | $1.32B | $1.27B | $1.25B | $1.33B | $1.19B | |
| Operating Income | $1.34B | $1.44B | $924M | $925M | $782M | $634M | $583M | $544M | $459M | $387M | $312M | $337M | |
| Interest Income | $32M | $42M | $18M | $10M | $3M | $3M | $6M | $7M | $11M | $11M | $4M | $677.0K | |
| Other Non-op | $366M | $-250M | $63M | $10M | $-74M | $-222M | $14M | $-86M | $-2M | $94M | $-139M | $11M | |
| Pretax Income | $1.24B | $773M | $549M | $526M | $253M | $-18M | $187M | $52M | $117M | $87M | $-167M | $-16M | |
| Income Tax | $188M | $24M | $51M | $66M | $15M | $-42M | $40M | $4M | $13M | $11M | $9M | $9M | |
| Net Income | $1.05B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M | $-176M | $-24M | |
| EPS (Basic) | $9.83 | $6.96 | $4.64 | $4.27 | $2.17 | $0.22 | $1.30 | $0.41 | $0.86 | $0.61 | $-1.37 | $-0.19 | |
| EPS (Diluted) | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 | $0.21 | $1.28 | $0.41 | $0.86 | $0.61 | $-1.37 | $-0.19 | |
| Shares (Basic) | 107,207,000 | 107,644,000 | 108,204,000 | 107,957,000 | 109,328,000 | 111,532,000 | 112,809,000 | 114,909,000 | 119,860,000 | 124,448,000 | 127,794,000 | 128,919,000 | |
| Shares (Diluted) | 107,533,000 | 108,080,000 | 108,907,000 | 109,386,000 | 111,177,000 | 113,465,000 | 114,693,000 | 116,515,000 | 121,022,000 | 125,144,000 | 127,794,000 | 128,919,000 | |
| EBITDA | $1.64B | $1.71B | $1.64B | $1.63B | $1.48B | $1.36B | $1.28B | $1.22B | $1.10B | $1.03B | $972M | $964M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $265M | $190M | $209M | $144M | $367M | $309M | $108M | $143M | $69M | $146M | $118M | $39M | |
| Short-term Investments | $7M | $255M | $1M | $1M | $778.0K | $700.0K | $500.0K | · | · | $223.0K | $706.0K | $6M | |
| Receivables | $171M | $146M | $183M | $184M | $102M | $74M | $132M | $111M | $91M | $78M | $83M | $104M | |
| Prepaid Expense | $142M | $417M | $39M | $33M | $31M | $24M | $37M | $63M | $50M | $52M | $50M | $95M | |
| Other Current Assets | $35M | $23M | $17M | $13M | $16M | $13M | $28M | $15M | $16M | $18M | · | · | |
| Current Assets | $773M | $1.98B | $484M | $483M | $614M | $473M | $334M | $374M | $260M | $325M | $294M | $327M | |
| PP&E (Net) | $3.40B | $2.79B | $2.71B | $2.71B | $2.58B | $2.68B | $2.79B | $2.79B | $2.81B | $2.79B | $2.78B | $2.76B | |
| PP&E (Gross) | $7.76B | $7.07B | $6.96B | $6.69B | $6.28B | $6.12B | $5.99B | $5.71B | $5.49B | $5.23B | $4.98B | $4.71B | |
| Accum. Depreciation | $4.36B | $4.28B | $4.25B | $3.97B | $3.70B | $3.45B | $3.19B | $2.92B | $2.68B | $2.44B | $2.19B | $1.95B | |
| Intangibles | $2.88B | $2.39B | $2.46B | $2.78B | $2.80B | $3.16B | $3.63B | $3.33B | $3.60B | $3.66B | $3.74B | $4.19B | |
| Other Non-current Assets | $652M | $657M | $812M | $722M | $576M | $478M | $432M | $722M | $650M | $587M | $501M | $467M | |
| Total Assets | $11.58B | $11.42B | $10.18B | $10.59B | $9.80B | $9.16B | $9.76B | $7.21B | $7.32B | $7.36B | $7.31B | $7.84B | |
| Accounts Payable | $73M | $60M | $42M | $51M | $34M | $110M | $32M | $34M | $33M | $28M | $27M | $43M | |
| Accrued Liabilities | $94M | $82M | $93M | $101M | $68M | $63M | $68M | $64M | $70M | $61M | $64M | $66M | |
| Current Liabilities | $2.68B | $1.80B | $1.36B | $697M | $616M | $615M | $1.05B | $1.21B | $279M | $873M | $273M | $331M | |
| Capital Leases | $2.11B | $1.90B | $1.86B | $2.04B | $1.98B | $2.09B | $2.28B | $811.0K | $850.0K | $2M | $2M | $1M | |
| Deferred Tax | · | · | · | · | · | · | · | $33M | $29M | $27M | $25M | $77M | |
| Other Non-current Liabilities | $588M | $368M | $404M | $248M | $191M | $186M | $271M | $387M | $350M | $335M | $314M | $343M | |
| Long-term Debt | $12.90B | $13.59B | $12.32B | $12.87B | $12.30B | $11.10B | $10.33B | $9.94B | $9.31B | $8.78B | $8.45B | $7.86B | |
| Total Debt | $12.90B | $13.59B | $12.32B | $12.87B | $12.30B | $11.10B | $10.33B | $9.94B | $9.31B | $8.78B | $8.54B | $7.86B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | $3.06B | $2.98B | $2.89B | $2.80B | $2.68B | $2.59B | $2.46B | $2.27B | $2.17B | $2.01B | $1.96B | $2.06B | |
| Retained Earnings | $-7.25B | $-7.33B | $-7.45B | $-7.48B | $-7.20B | $-6.60B | $-5.56B | $-5.14B | $-4.39B | $-3.64B | $-3.17B | $-2.54B | |
| AOCI | $-664M | $-760M | $-615M | $-591M | $-762M | $-808M | $-569M | $-512M | $-379M | $-370M | $-502M | $-182M | |
| Stockholders' Equity | $-4.85B | $-5.11B | $-5.17B | $-5.28B | $-5.28B | $-4.82B | $-3.67B | $-3.38B | $-2.60B | $-2.00B | $-1.71B | $-661M | |
| Liabilities + Equity | $11.58B | $11.42B | $10.18B | $10.59B | $9.80B | $9.16B | $9.76B | $7.21B | $7.32B | $7.36B | $7.31B | $7.84B | |
| Shares Outstanding | 105,666,000 | 107,561,000 | 108,050,000 | 107,997,000 | 108,956,000 | 109,819,000 | 111,775,000 | 112,433,000 | 116,446,000 | 121,004,000 | 125,743,000 | 129,134,000 |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $292M | $270M | $716M | $708M | $700M | $722M | $697M | $672M | $643M | $638M | $660M | $627M | |
| Stock-based Comp | $76M | $74M | $88M | $100M | $84M | $69M | $73M | $42M | $38M | $33M | $29M | $23M | |
| Deferred Tax | $104M | $-13M | $5M | $33M | $-9M | $-63M | $16M | $-15M | · | $1M | $-5.0K | $530.0K | |
| Amort. of Intangibles | $115M | $107M | $397M | $406M | $412M | $434M | $415M | $403M | $384M | $370M | $363M | $338M | |
| Other Non-cash | $-235M | $255M | $234M | $-16M | $176M | $374M | $53M | $89M | $33M | $-6M | $224M | $46M | |
| Operating Cash Flow | $1.29B | $1.33B | $1.54B | $1.29B | $1.19B | $1.13B | $970M | $851M | $818M | $743M | $723M | $674M | |
| CapEx | $225M | $228M | $237M | $214M | $134M | $129M | $154M | $150M | $147M | $140M | $209M | $211M | |
| Investing Cash Flow | $-602M | $-809M | $-468M | $-1.39B | $-1.42B | $-446M | $-947M | $-618M | $-605M | $-428M | $-737M | · | |
| Stock Repurchased | $498M | $200M | $100M | $432M | $583M | $859M | $467M | $796M | $855M | $546M | $450M | · | |
| Net Stock Activity | $-498M | $-200M | $-100M | $-432M | $-583M | $-859M | $-467M | $-796M | $-855M | $-546M | $-450M | · | |
| Dividends Paid | $479M | $424M | $370M | $307M | $254M | $208M | $83M | · | · | · | · | · | |
| Financing Cash Flow | $-1.66B | $646M | $-1.02B | $-135M | $339M | $-469M | $-62M | $-149M | $-295M | $-289M | $76M | · | |
| Net Change in Cash | $-964M | $1.15B | $62M | $-246M | $93M | $202M | $-37M | $74M | $-82M | $39M | $49M | $-81M | |
| Free Cash Flow | $1.07B | $1.11B | $1.31B | $1.07B | $1.06B | $997M | $816M | $701M | $671M | $603M | $528M | $460M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.5% | 78.3% | 77.4% | 74.6% | 76.4% | 77.1% | 75.5% | 74.9% | 74.2% | 74.2% | 72.9% | 71.9% | |
| Operating Margin | 47.7% | 53.6% | 34.1% | 35.1% | 33.9% | 30.4% | 29.0% | 29.2% | 26.5% | 23.7% | 19.1% | 22.0% | |
| Net Margin | 37.4% | 28.0% | 18.5% | 17.5% | 10.3% | 1.2% | 7.3% | 2.5% | 6.0% | 4.7% | -10.7% | -1.6% | |
| Pretax Margin | 44.1% | 28.8% | 20.2% | 20.0% | 10.9% | -0.85% | 9.3% | 2.8% | 6.8% | 5.3% | -10.2% | -1.0% | |
| EBITDA Margin | 58.1% | 63.6% | 60.5% | 62.0% | 64.2% | 65.1% | 63.6% | 65.2% | 63.8% | 62.8% | 59.4% | 63.1% | |
| ROA | 9.2% | 6.9% | 4.8% | 4.5% | 2.5% | 0.25% | 1.7% | 0.65% | 1.4% | 1.0% | -2.3% | -0.33% | |
| ROE | -21.5% | -14.6% | -9.7% | -8.7% | -4.6% | -0.52% | -4.1% | -1.5% | -4.5% | -4.1% | 14.8% | 16.0% | |
| ROIC | 14.2% | 16.4% | 11.7% | 10.7% | 10.5% | -13.7% | 6.9% | 7.6% | 6.1% | 5.0% | 4.8% | 7.2% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 1.1 | 0.4 | 0.7 | 1.0 | 0.8 | 0.3 | 0.3 | 0.9 | 0.4 | 1.1 | 1.0 | |
| Quick Ratio | 0.2 | 0.3 | 0.3 | 0.5 | 0.8 | 0.6 | 0.2 | 0.2 | 0.6 | 0.3 | 0.7 | 0.5 | |
| Debt / Equity | -2.7 | -2.7 | -2.4 | -2.4 | -2.3 | -2.3 | -2.8 | -2.9 | -3.6 | -4.4 | -5.0 | -11.9 | |
| LT Debt / Equity | -2.3 | -2.4 | -2.3 | -2.4 | -2.3 | -2.3 | -2.7 | -2.7 | -3.6 | -4.1 | -5.0 | -11.8 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | 17.8 | 16.3 | 14.8 | 18.4 | 26.2 | 20.2 | 16.6 | 18.5 | 20.4 | 20.2 | 17.5 | 17.4 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.1% | -1.2% | 3.0% | 14.1% | 10.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.2% | 5.1% | 9.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 41.2% | 50.5% | 9.2% | 97.2% | 919.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 32.4% | 48.0% | 180.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 115.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 40.6% | 49.4% | 8.8% | 94.2% | 885.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 31.7% | 46.7% | 175.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 112.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 18.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B | $2.08B | $2.01B | $1.87B | $1.73B | $1.63B | $1.64B | $1.53B | |
| Net Income TTM | $1.05B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M | $-176M | $-24M | |
| Market Cap | $20.44B | $21.92B | $27.41B | $30.27B | $42.39B | $30.98B | $26.94B | $18.20B | $19.02B | $12.49B | $13.21B | · | |
| Enterprise Value | $33.07B | $35.07B | $39.53B | $43.00B | $54.32B | $41.77B | $37.16B | $28.00B | $28.26B | $21.12B | $21.64B | · | |
| P/E | 19.7 | 29.4 | 55.0 | 66.4 | 181.8 | 1343.5 | 188.3 | 394.9 | 190.0 | 169.3 | -76.7 | -582.9 | |
| P/S | 7.3 | 8.2 | 10.1 | 11.5 | 18.4 | 14.9 | 13.4 | 9.8 | 11.0 | 7.7 | 8.1 | · | |
| P/B | -4.2 | -4.3 | -5.3 | -5.7 | -8.0 | -6.4 | -7.3 | -5.4 | -7.3 | -6.3 | -7.7 | · | |
| P / Cash Flow | 15.8 | 16.4 | 17.7 | 23.5 | 35.6 | 27.5 | 27.8 | 21.4 | 23.2 | 16.8 | 17.9 | · | |
| P / FCF | 19.2 | 19.8 | 21.0 | 28.3 | 40.1 | 31.1 | 33.0 | 26.0 | 28.3 | 20.7 | 25.0 | · | |
| EV / EBITDA | 20.2 | 20.6 | 24.1 | 26.3 | 36.6 | 30.8 | 29.0 | 23.0 | 25.7 | 20.6 | 22.2 | · | |
| EV / FCF | 31.0 | 31.7 | 30.2 | 40.1 | 51.4 | 41.9 | 45.6 | 39.9 | 42.1 | 35.1 | 40.9 | · | |
| EV / Revenue | 11.7 | 13.1 | 14.6 | 16.3 | 23.5 | 20.1 | 18.4 | 15.0 | 16.4 | 12.9 | 13.2 | · | |
| Dividend Yield | 2.3% | 1.9% | 1.4% | 1.0% | 0.60% | 0.67% | 0.31% | · | · | · | · | · | |
| Earnings Yield | 5.1% | 3.4% | 1.8% | 1.5% | 0.55% | 0.07% | 0.53% | 0.25% | 0.53% | 0.59% | -1.3% | -0.17% | |
| Payout Ratio | 45.5% | 56.6% | 73.7% | 66.5% | 106.7% | 861.6% | 56.7% | · | · | · | · | · | |
| Annual Payout | $479M | $424M | $370M | $307M | $254M | $208M | $83M | · | · | · | · | · |
Estado de resultados 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $715M | $703M | $720M | $732M | $699M | $664M | $694M | $668M | $660M | $658M | $675M | $683M | $678M | $676M | $686M | $676M | |
| Cost of Revenue | $42M | $39M | $45M | $63M | $54M | $38M | $36M | $32M | $27M | $23M | $25M | $31M | $39M | $44M | $57M | $66M | |
| Gross Profit | $539M | $532M | $544M | $543M | $527M | $511M | $542M | $517M | $519M | $520M | $531M | $533M | $524M | $511M | $514M | $498M | |
| SG&A Expense | $78M | $71M | $74M | $66M | $71M | $66M | $68M | $60M | $62M | $69M | $68M | $65M | $63M | $72M | $71M | $66M | |
| Operating Expenses | $363M | $361M | $421M | $358M | $364M | $329M | $311M | $292M | $306M | $335M | $465M | $434M | $437M | $451M | $451M | $433M | |
| Operating Income | $352M | $343M | $299M | $374M | $335M | $335M | $382M | $376M | $354M | $323M | $210M | $249M | $241M | $224M | $235M | $243M | |
| Interest Income | $6M | $5M | $7M | $6M | $8M | $11M | $21M | $7M | $7M | $7M | $6M | $5M | $5M | $3M | $3M | $3M | |
| Other Non-op | $10M | $23M | $254M | $36M | $44M | $32M | $-125M | $24M | $-105M | $-45M | $33M | $-48M | $41M | $38M | $8M | $-40M | |
| Pretax Income | $232M | $236M | $432M | $289M | $261M | $260M | $156M | $298M | $147M | $171M | $138M | $93M | $173M | $144M | $129M | $103M | |
| Income Tax | $36M | $51M | $62M | $49M | $35M | $42M | $-23M | $42M | $-12M | $17M | $29M | $8M | $-29M | $44M | $26M | $3M | |
| Net Income | $199M | $185M | $370M | $237M | $226M | $221M | $174M | $259M | $163M | $155M | $110M | $87M | $204M | $101M | $103M | $100M | |
| EPS (Basic) | $1.87 | $1.75 | $3.48 | $2.21 | $2.10 | $2.05 | $1.61 | $2.41 | $1.52 | $1.43 | $1.01 | $0.81 | $1.88 | $0.94 | $0.95 | $0.93 | |
| EPS (Diluted) | $1.87 | $1.74 | $3.47 | $2.20 | $2.09 | $2.04 | $1.61 | $2.40 | $1.51 | $1.42 | $1.01 | $0.80 | $1.87 | $0.93 | $0.95 | $0.91 | |
| Shares (Basic) | 106,073,000 | 105,815,000 | -215,325,000 | 107,257,000 | 107,531,000 | 107,744,000 | -215,406,000 | 107,486,000 | 107,462,000 | 108,102,000 | -216,656,000 | 108,373,000 | 108,355,000 | 108,132,000 | -215,895,000 | 107,916,000 | |
| Shares (Diluted) | 106,264,000 | 106,111,000 | -215,963,000 | 107,559,000 | 107,797,000 | 108,140,000 | -216,137,000 | 107,922,000 | 107,679,000 | 108,616,000 | -218,139,000 | 108,891,000 | 108,884,000 | 109,271,000 | -218,863,000 | 109,358,000 | |
| EBITDA | $433M | $424M | · | $451M | $405M | $400M | · | $439M | $419M | $400M | · | $429M | $423M | $407M | · | $417M |
Balance general 26
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $327M | $269M | $265M | $430M | $275M | $636M | $190M | $186M | $221M | $240M | $209M | $191M | $179M | $153M | $144M | $201M | |
| Short-term Investments | $29M | $112M | $7M | $800.0K | $2M | $66M | $255M | $16M | $30M | $2M | · | $1M | $22M | $2M | · | $21M | |
| Receivables | $176M | $161M | $171M | $158M | $140M | $130M | $146M | $111M | $89M | $127M | · | $158M | $160M | $183M | · | $117M | |
| Prepaid Expense | $188M | $255M | $142M | $144M | $41M | $117M | $417M | $67M | $73M | $44M | · | $46M | $65M | $40M | · | $55M | |
| Other Current Assets | $48M | $38M | $35M | $18M | $21M | $25M | $23M | $21M | $18M | $23M | · | $21M | $24M | $24M | · | $22M | |
| Current Assets | $745M | $767M | $773M | $813M | $524M | $933M | $1.98B | $450M | $460M | $448M | · | $460M | $519M | $472M | · | $530M | |
| PP&E (Net) | $3.45B | $3.42B | $3.40B | $3.30B | $3.26B | $2.82B | $2.79B | $2.78B | $2.72B | $2.71B | · | $2.70B | $2.71B | $2.71B | · | $2.66B | |
| PP&E (Gross) | $7.88B | $7.81B | $7.76B | $7.63B | $7.60B | $7.13B | $7.07B | $7.07B | $6.98B | $6.97B | · | $6.88B | $6.83B | $6.75B | · | $6.56B | |
| Accum. Depreciation | $4.43B | $4.39B | $4.36B | $4.33B | $4.34B | $4.31B | $4.28B | $4.28B | $4.26B | $4.26B | · | $4.18B | $4.12B | $4.04B | · | $3.90B | |
| Intangibles | $2.87B | $2.88B | $2.88B | $2.73B | $2.58B | $2.40B | $2.39B | $2.49B | $2.31B | $2.40B | · | $2.52B | $2.63B | $2.69B | · | $2.70B | |
| Other Non-current Assets | $653M | $646M | $652M | $642M | $642M | $618M | $657M | $773M | $786M | $807M | · | $845M | $855M | $771M | · | $744M | |
| Total Assets | $11.74B | $11.72B | $11.58B | $11.26B | $10.77B | $10.44B | $11.42B | $10.20B | $9.79B | $10.00B | · | $10.33B | $10.60B | $10.54B | · | $9.95B | |
| Accounts Payable | $70M | $64M | $73M | $220M | $61M | $65M | $60M | $54M | $51M | $46M | · | $47M | $47M | $54M | · | $51M | |
| Accrued Liabilities | $89M | $85M | $94M | $98M | $86M | $75M | $82M | $89M | $76M | $77M | · | $93M | $84M | $93M | · | $96M | |
| Current Liabilities | $4.34B | $3.35B | $2.68B | $1.61B | $1.43B | $1.34B | $1.80B | $668M | $2.46B | $2.41B | · | $663M | $738M | $639M | · | $1.34B | |
| Capital Leases | · | · | $2.11B | · | · | · | $1.90B | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $627M | $613M | $588M | $554M | $466M | $406M | $368M | $432M | $374M | $411M | · | $332M | $331M | $303M | · | $221M | |
| Long-term Debt | $12.73B | $12.96B | $12.90B | $12.71B | $12.51B | $12.43B | $13.59B | $12.32B | $12.28B | $12.36B | · | $12.52B | $12.60B | $12.82B | · | $12.36B | |
| Total Debt | $12.73B | $12.96B | · | $12.71B | $12.51B | $12.43B | · | $12.32B | $12.28B | $12.36B | · | $12.52B | $12.60B | $12.82B | · | $12.36B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $3.11B | $3.08B | $3.06B | $3.04B | $3.02B | $2.99B | $2.98B | $2.94B | $2.93B | $2.92B | · | $2.85B | $2.82B | $2.80B | · | $2.76B | |
| Retained Earnings | $-7.14B | $-7.20B | $-7.25B | $-7.28B | $-7.25B | $-7.23B | $-7.33B | $-7.39B | $-7.55B | $-7.51B | · | $-7.42B | $-7.36B | $-7.47B | · | $-7.51B | |
| AOCI | $-608M | $-637M | $-664M | $-688M | $-712M | $-737M | $-760M | $-724M | $-702M | $-630M | · | $-594M | $-556M | $-596M | · | $-614M | |
| Stockholders' Equity | $-4.63B | $-4.75B | $-4.85B | $-4.93B | $-4.94B | $-4.97B | $-5.11B | $-5.17B | $-5.32B | $-5.22B | $-5.17B | $-5.17B | $-5.09B | $-5.27B | $-5.28B | $-5.36B | |
| Liabilities + Equity | $11.74B | $11.72B | $11.58B | $11.26B | $10.77B | $10.44B | $11.42B | $10.20B | $9.79B | $10.00B | · | $10.33B | $10.60B | $10.54B | · | $9.95B | |
| Shares Outstanding | 106,088,000 | 106,063,000 | 105,666,000 | 106,773,000 | 107,487,000 | 108,028,000 | 107,561,000 | 107,506,000 | 107,471,000 | 107,880,000 | · | 108,120,000 | 108,381,000 | 108,326,000 | · | 107,964,000 |
Flujo de Efectivo 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $81M | $81M | $80M | $77M | $70M | $65M | $65M | $64M | $64M | $77M | $171M | $181M | $182M | $182M | $183M | $174M | |
| Stock-based Comp | $27M | $19M | $19M | $19M | $22M | $16M | $18M | $16M | $19M | $21M | $22M | $21M | $18M | $26M | $26M | $25M | |
| Deferred Tax | $11M | $25M | $10M | $33M | $26M | $36M | $-30M | $30M | $-21M | $8M | $6M | $-1M | $-37M | $36M | $17M | $-7M | |
| Amort. of Intangibles | $35M | $34M | $32M | $30M | $27M | $27M | $27M | $26M | $26M | $27M | $94M | $100M | $101M | $102M | $103M | $100M | |
| Other Non-cash | · | $-55M | · | · | · | $-36M | · | · | · | $33M | · | · | · | $-35M | · | · | |
| Operating Cash Flow | $407M | $255M | $304M | $318M | $368M | $301M | $310M | $305M | $426M | $294M | $433M | $314M | $487M | $311M | $289M | $332M | |
| CapEx | $62M | $48M | $63M | $60M | $56M | $46M | $56M | $65M | $50M | $58M | $63M | $61M | $63M | $49M | $66M | $57M | |
| Investing Cash Flow | $-14M | $-297M | $-181M | $-78M | $-581M | $238M | $-329M | $-274M | $-121M | $-85M | $-106M | $-104M | $-112M | $-147M | $-802M | $-106M | |
| Stock Repurchased | · | · | $216M | $151M | · | · | $0 | $0 | $94M | $106M | $46M | · | · | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $-106M | · | · | · | · | · | · | |
| Dividends Paid | $133M | $135M | $118M | $119M | $119M | $122M | $105M | $105M | $105M | $108M | $92M | $92M | $92M | $94M | $77M | $77M | |
| Financing Cash Flow | $-367M | $-70M | $-143M | $-80M | $-158M | $-1.28B | $1.18B | $-66M | $-277M | $-191M | $-312M | $-231M | $-314M | $-161M | $431M | $-190M | |
| Net Change in Cash | $28M | $-105M | $-28M | $165M | $-364M | $-737M | $1.15B | $-32M | $19M | $13M | $19M | $-23M | $62M | $4M | $-91M | $29M | |
| Free Cash Flow | · | $207M | · | · | · | $255M | · | · | · | $237M | · | · | · | $262M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.4% | 75.6% | · | 74.1% | 75.4% | 76.9% | · | 77.5% | 78.6% | 79.0% | · | 78.1% | 77.3% | 75.7% | · | 73.7% | |
| Operating Margin | 49.2% | 48.7% | · | 51.1% | 47.9% | 50.4% | · | 56.3% | 53.7% | 49.1% | · | 36.4% | 35.5% | 33.2% | · | 36.0% | |
| Net Margin | 27.8% | 26.3% | · | 32.3% | 32.3% | 33.2% | · | 38.7% | 24.6% | 23.5% | · | 12.8% | 30.0% | 15.0% | · | 14.8% | |
| Pretax Margin | 32.5% | 33.6% | · | 39.5% | 37.3% | 39.1% | · | 44.7% | 22.3% | 26.1% | · | 13.7% | 25.5% | 21.3% | · | 15.2% | |
| EBITDA Margin | 60.6% | 60.3% | · | 61.6% | 57.9% | 60.2% | · | 65.8% | 63.4% | 60.8% | · | 62.9% | 62.4% | 60.2% | · | 61.7% | |
| ROA | 1.8% | 1.7% | · | 2.2% | 2.2% | 2.2% | · | 2.5% | 1.6% | 1.5% | · | 0.86% | 2.0% | 0.98% | · | 1.0% | |
| ROE | -4.2% | -3.8% | · | -4.7% | -4.4% | -4.3% | · | -5.0% | -3.1% | -2.9% | · | -1.7% | -3.9% | -1.9% | · | -1.9% | |
| ROIC | 3.7% | 3.3% | · | 4.0% | 3.8% | 3.8% | · | 4.5% | 5.5% | 4.1% | · | 3.1% | 3.8% | 2.1% | · | 3.4% |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.2 | 0.2 | · | 0.5 | 0.4 | 0.7 | · | 0.7 | 0.2 | 0.2 | · | 0.7 | 0.7 | 0.7 | · | 0.4 | |
| Quick Ratio | 0.1 | 0.2 | · | 0.4 | 0.3 | 0.6 | · | 0.5 | 0.1 | 0.2 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| Debt / Equity | -2.7 | -2.7 | · | -2.6 | -2.5 | -2.5 | · | -2.4 | -2.3 | -2.4 | · | -2.4 | -2.5 | -2.4 | · | -2.3 | |
| LT Debt / Equity | -2.0 | -2.2 | · | -2.4 | -2.4 | -2.3 | · | -2.4 | -2.0 | -2.0 | · | -2.4 | -2.5 | -2.4 | · | -2.2 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 4.5 | 4.8 | · | 5.4 | 6.1 | 5.2 | · | 5.0 | 5.3 | 4.2 | · | 5.0 | 4.9 | 4.4 | · | 7.0 |
Valoración (TTM) 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.87B | $2.85B | · | $2.79B | $2.72B | $2.69B | · | $2.66B | $2.68B | $2.69B | · | $2.72B | $2.72B | $2.69B | · | $2.54B | |
| Net Income TTM | $991M | $1.02B | · | $857M | $879M | $816M | · | $685M | $514M | $555M | · | $496M | $508M | $374M | · | $407M | |
| Market Cap | $18.72B | $18.25B | · | $20.64B | $25.24B | $23.77B | · | $25.88B | $21.10B | $23.38B | · | $21.64B | $25.12B | $28.28B | · | $30.73B | |
| Enterprise Value | $31.09B | $30.83B | · | $32.92B | $37.48B | $35.49B | · | $37.99B | $33.13B | $35.49B | · | $33.97B | $37.51B | $40.95B | · | $42.87B | |
| P/E | 19.0 | 18.1 | · | 24.4 | 28.9 | 29.1 | · | 38.0 | 41.4 | 42.5 | · | 44.1 | 49.8 | 76.3 | · | 76.7 | |
| P/S | 6.5 | 6.4 | · | 7.4 | 9.3 | 8.8 | · | 9.7 | 7.9 | 8.7 | · | 7.9 | 9.2 | 10.5 | · | 12.1 | |
| P/B | -4.0 | -3.8 | · | -4.2 | -5.1 | -4.8 | · | -5.0 | -4.0 | -4.5 | · | -4.2 | -4.9 | -5.4 | · | -5.7 | |
| P / Cash Flow | · | 71.6 | · | · | · | 78.9 | · | · | · | 79.4 | · | · | · | 90.9 | · | · | |
| P / FCF | · | 88.3 | · | · | · | 93.2 | · | · | · | 98.8 | · | · | · | 107.9 | · | · | |
| EV / EBITDA | 71.8 | 72.7 | · | 73.0 | 92.6 | 88.7 | · | 86.5 | 79.1 | 88.7 | · | 79.1 | 88.7 | 100.7 | · | 102.8 | |
| EV / FCF | · | 149.2 | · | · | · | 139.2 | · | · | · | 150.0 | · | · | · | 156.3 | · | · | |
| EV / Revenue | 10.8 | 10.8 | · | 11.8 | 13.8 | 13.2 | · | 14.3 | 12.4 | 13.2 | · | 12.5 | 13.8 | 15.2 | · | 16.9 | |
| Earnings Yield | 5.3% | 5.5% | · | 4.1% | 3.5% | 3.4% | · | 2.6% | 2.4% | 2.4% | · | 2.3% | 2.0% | 1.3% | · | 1.3% | |
| Payout Ratio | · | 73.2% | · | · | · | 55.4% | · | · | · | 70.0% | · | · | · | 92.8% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B |
| Margen Bruto % | 75.5% | 78.3% | 77.4% | 74.6% | 76.4% |
| Margen Operativo % | 47.7% | 53.6% | 34.1% | 35.1% | 33.9% |
| Beneficio neto | $1.05B | $750M | $502M | $461M | $238M |
| EPS Diluido | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | -2.7 | -2.7 | -2.4 | -2.4 | -2.3 |
| Ratio corriente | 0.3 | 1.1 | 0.4 | 0.7 | 1.0 |
| Ratio Rápido | 0.2 | 0.3 | 0.3 | 0.5 | 0.8 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.07B | $1.11B | $1.31B | $1.07B | $1.06B |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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) 744 declarantes · $12.5B 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 |
|---|---|---|---|---|
| 99 (-4 vs trimestre anterior) | 65 (-30 vs trimestre anterior) | 242 (+30 vs trimestre anterior) | 221 (-24 vs trimestre anterior) | +19.7M |
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 |
|---|---|---|---|---|
| Dodge & Cox | $2 174 561 401 | 12 323 254 | 17,40% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 732 318 231 | 9 817 059 | 13,86% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 224 098 079 | 6 936 972 | 9,80% | Acciones |
| STATE STREET CORP | $903 345 325 | 5 119 264 | 7,23% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $495 816 641 | 2 821 070 | 3,97% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $301 789 833 | 1 710 245 | 2,42% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $276 754 041 | 1 568 367 | 2,21% | Acciones |
| NORGES BANK | $261 810 879 | 1 483 684 | 2,10% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $261 561 482 | 1 482 271 | 2,09% | Acciones |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $228 366 591 | 1 294 155 | 1,83% | Acciones |
| CITADEL ADVISORS LLC | $213 326 729 | 1 208 924 | 1,71% | Acciones |
| Alyeska Investment Group, L.P. | $175 058 378 | 992 057 | 1,40% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $160 195 329 | 907 828 | 1,28% | Acciones |
| Long Pond Capital, LP | $158 587 249 | 898 715 | 1,27% | Acciones |
| FMR LLC | $154 090 918 | 873 234 | 1,23% | Acciones |
| EARNEST PARTNERS LLC | $135 516 516 | 767 973 | 1,08% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $123 469 238 | 699 701 | 0,99% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $111 874 471 | 636 917 | 0,90% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $105 071 695 | 595 442 | 0,84% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $101 896 827 | 577 450 | 0,82% | Acciones |
| Permit Capital, LLC | $101 519 556 | 575 312 | 0,81% | Acciones |
| ATLAS Infrastructure Partners (UK) Ltd. | $93 951 186 | 532 422 | 0,75% | Acciones |
| Long Pond Capital, LP | $86 465 400 | 490 000 | 0,69% | Opción de compra |
| RUSH ISLAND MANAGEMENT, LP | $80 516 933 | 456 290 | 0,64% | Acciones |
| Woodline Partners LP | $65 648 767 | 372 032 | 0,53% | Acciones |
| GRS Advisors, LLC | $65 090 624 | 368 869 | 0,52% | Acciones |
| Quantinno Capital Management LP | $61 494 759 | 348 491 | 0,49% | Acciones |
| CI INVESTMENTS INC. | $61 196 504 | 346 801 | 0,49% | Acciones |
| GOLDMAN SACHS GROUP INC | $60 418 201 | 342 390 | 0,48% | Acciones |
| REAVES W H & CO INC | $56 901 997 | 322 464 | 0,46% | Acciones |
| Legal & General Group Plc | $53 149 928 | 301 201 | 0,43% | Acciones |
| Swiss National Bank | $52 638 018 | 298 300 | 0,42% | Acciones |
| AMERIPRISE FINANCIAL INC | $49 917 991 | 282 872 | 0,40% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $46 870 070 | 265 613 | 0,38% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $46 487 152 | 263 443 | 0,37% | Acciones |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $44 821 016 | 254 001 | 0,36% | Acciones |
| BANK OF AMERICA CORP /DE/ | $41 023 597 | 232 481 | 0,33% | Acciones |
| RHUMBLINE ADVISERS | $40 909 847 | 231 837 | 0,33% | Acciones |
| Vanguard Global Advisers, LLC | $40 318 287 | 228 484 | 0,32% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $36 248 413 | 205 420 | 0,29% | Acciones |
| Jain Global LLC | $34 752 385 | 196 942 | 0,28% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $34 645 152 | 196 334 | 0,28% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $33 873 085 | 191 959 | 0,27% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $33 815 206 | 191 631 | 0,27% | Acciones |
| VANGUARD GROUP INC | $33 663 203 | 174 033 | 0,27% | Acciones |
| BlackRock, Inc. | $33 583 338 | 190 317 | 0,27% | Acciones |
| Qube Research & Technologies Ltd | $33 338 588 | 188 930 | 0,27% | Acciones |
| Clearbridge Investments, LLC | $32 767 884 | 185 696 | 0,26% | Acciones |
| Ilex Capital Partners (UK) LLP | $30 701 570 | 173 986 | 0,25% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29 324 102 | 170 380 | 0,23% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $29 287 949 | 165 975 | 0,23% | Acciones |
| SORA INVESTORS LLC | $26 115 198 | 147 995 | 0,21% | Acciones |
| Nuveen Asset Management, LLC | $25 838 987 | 126 786 | 0,21% | Acciones |
| Kodai Capital Management LP | $25 777 692 | 117 166 | 0,21% | Acciones |
| California Public Employees Retirement System | $24 495 295 | 138 815 | 0,20% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $23 167 418 | 131 116 | 0,19% | Acciones |
| BARCLAYS PLC | $22 743 577 | 128 888 | 0,18% | Acciones |
| Partners Group Holding AG | $22 422 596 | 127 069 | 0,18% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $21 746 577 | 123 238 | 0,17% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20 945 802 | 118 700 | 0,17% | Opción de venta |
| Magellan Asset Management Ltd | $20 462 831 | 115 963 | 0,16% | Acciones |
| Benchstone Capital Management LP | $20 091 030 | 113 856 | 0,16% | Acciones |
| UniSuper Management Pty Ltd | $19 355 721 | 109 689 | 0,15% | Acciones |
| Skylands Capital, LLC | $19 212 965 | 108 880 | 0,15% | Acciones |
| Vanguard Investments Australia, Ltd. | $19 106 912 | 108 279 | 0,15% | Acciones |
| Maryland State Retirement & Pension System | $18 666 821 | 105 785 | 0,15% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $18 337 900 | 103 921 | 0,15% | Acciones |
| AVIVA PLC | $18 316 372 | 103 799 | 0,15% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $18 167 091 | 102 953 | 0,15% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $18 080 146 | 98 390 | 0,14% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $18 059 502 | 104 930 | 0,14% | Acciones |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $17 845 047 | 101 128 | 0,14% | Acciones |
| OMERS ADMINISTRATION Corp | $16 012 157 | 90 741 | 0,13% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15 892 341 | 90 062 | 0,13% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $15 862 342 | 89 892 | 0,13% | Acciones |
| TORONTO DOMINION BANK | $15 469 895 | 87 668 | 0,12% | Acciones |
| Swedbank AB | $15 283 376 | 86 611 | 0,12% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14 931 869 | 84 619 | 0,12% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14 628 534 | 82 900 | 0,12% | Opción de compra |
| Retirement Systems of Alabama | $14 416 782 | 81 700 | 0,12% | Acciones |
| Moran Wealth Management, LLC | $13 979 161 | 79 220 | 0,11% | Acciones |
| TWO SIGMA ADVISERS, LP | $13 810 902 | 71 400 | 0,11% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $13 513 483 | 76 581 | 0,11% | Acciones |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $13 077 451 | 74 110 | 0,10% | Acciones |
| Nuveen, LLC | $12 816 290 | 72 630 | 0,10% | Acciones |
| FIRST TRUST ADVISORS LP | $12 566 888 | 71 217 | 0,10% | Acciones |
| Hudson Bay Capital Management LP | $12 440 430 | 70 500 | 0,10% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $12 424 372 | 70 409 | 0,10% | Acciones |
| BANK OF MONTREAL /CAN/ | $12 271 558 | 69 543 | 0,10% | Acciones |
| STEADFAST CAPITAL MANAGEMENT LP | $11 822 820 | 67 000 | 0,09% | Acciones |
| Pictet Asset Management Holding SA | $11 580 717 | 65 628 | 0,09% | Acciones |
| Verition Fund Management LLC | $11 575 247 | 65 597 | 0,09% | Acciones |
| Aberdeen Group plc | $11 531 308 | 65 348 | 0,09% | Acciones |
| APG Asset Management N.V. | $11 448 524 | 74 176 | 0,09% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $11 238 561 | 63 689 | 0,09% | Acciones |
| Walleye Capital LLC | $11 140 802 | 63 135 | 0,09% | Acciones |
| AVENIR CORP | $10 936 814 | 61 979 | 0,09% | Acciones |
| MACQUARIE GROUP LTD | $10 869 936 | 61 600 | 0,09% | Acciones |
| NATIXIS | $10 733 709 | 60 828 | 0,09% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10 710 233 | 62 229 | 0,09% | Acciones |
Informantes de la empresa 31 insiders · 12 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Anthony J Macaione | Senior Vice President and CFO | 10 de septiembre de 2008 M | 43 875 | 0 | 0 | $0 |
| Donald Day | EVP - SITE LEASING | 1 de agosto de 2026 M | 9 992 | 0 | 0 | $0 |
| Jason V Silberstein | EVP - Site Leasing | 29 de diciembre de 2023 G | 29 508 | 0 | 0 | $0 |
| Brian D Lazarus | SVP & Chief Accounting Officer | 13 de diciembre de 2023 M | 7 085 | 0 | 0 | $0 |
| Mark R Ciarfella | EVP - Operations | 29 de noviembre de 2023 M | 29 005 | 0 | 0 | $0 |
| Joshua Koenig | Executive VP/General Counsel | 27 de noviembre de 2023 S | 5 181 | 0 | 0 | $0 |
| Marc Montagner | EVP - Finance | 17 de octubre de 2023 A | — | 0 | 0 | $0 |
| Richard M Cane | EVP; Pres. - International | 6 de marzo de 2023 A | 2 074 | 0 | 0 | $0 |
| Dipan D Patel | EVP Tech., Strat. & New Bus. | 6 de marzo de 2023 A | 6 540 | 0 | 0 | $0 |
| Kurt L Bagwell | EVP; Pres. - International | 9 de marzo de 2022 S | 29 529 | 0 | 0 | $0 |
| Thomas P Hunt | Executive VP/General Counsel | 4 de marzo de 2022 A | 122 743 | 0 | 0 | $0 |
| Pamela J Kline | VP-Capital Markets & Treasurer | 11 de febrero de 2004 A | — | 0 | 0 | $0 |
| Kevin L Beebe | Consejero | 22 de mayo de 2026 A | 16 644 | 0 | 0 | $0 |
| Jeffrey Stoops | Consejero | 22 de mayo de 2026 A | 141 465 | 0 | 0 | $0 |
| BERNSTEIN STEVEN E | Consejero | 22 de mayo de 2026 A | 7 140 | 0 | 0 | $0 |
| George R Krouse Jr | Consejero | 20 de noviembre de 2023 S | 8 001 | 0 | 0 | $0 |
| Laurie Bowen | Consejero | 25 de mayo de 2023 A | — | 0 | 0 | $0 |
| Amy E Wilson | Consejero | 25 de mayo de 2023 A | — | 0 | 0 | $0 |
| Jay Lecoryelle Johnson | Consejero | 25 de mayo de 2023 A | 110 | 0 | 0 | $0 |
| Mary S Chan | Consejero | 25 de mayo de 2023 A | 4 622 | 0 | 0 | $0 |
| Fidelma Russo | Consejero | 1 de mayo de 2023 M | 703 | 0 | 0 | $0 |
| Duncan Cocroft | Consejero | 1 de mayo de 2023 M | 65 842 | 0 | 0 | $0 |
| Brian C Carr | Consejero | 1 de mayo de 2021 M | 573 | 0 | 0 | $0 |
| Steven E Nielsen | Consejero | 12 de marzo de 2009 M | 10 000 | 0 | 0 | $0 |
| Philip L Hawkins | Consejero | 10 de marzo de 2009 M | 3 000 | 0 | 0 | $0 |
| Donald B Hebb JR | Consejero | 30 de julio de 2004 A | — | 0 | 0 | $0 |
| AAT Holdings, LLC | Propietario del 10% | 30 de mayo de 2006 S | 6 512 686 | 0 | 0 | $0 |
| Jack Langer | — | 22 de mayo de 2026 A | 8 704 | 0 | 0 | $0 |
| Brendan Thomas Cavanagh | — | 5 de marzo de 2026 A | 63 782 | 0 | 0 | $0 |
| John F Fiedor | — | 9 de junio de 2004 M | 0 | 0 | 0 | $0 |
| Richard W Miller | — | 6 de mayo de 2004 A | — | 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 |
|---|---|---|---|---|---|
| Richard B. Worley Not Applicable, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital Gp, Inc. 043713287 ×3 presentaciones | 24 de febrero de 2004 | — | Presentación inicial | Inversión pasiva | SEC |
| Richard B. Worley S.S. or, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or ×3 presentaciones | 22 de diciembre de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Richard B. Worley, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital GP, Inc. 043713287 | 28 de febrero de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Richard B. Worley S.S or I.R.S Identification No. of Above Person: Not Applicable, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or | 18 de febrero de 2003 | — | Presentación inicial | Inversión pasiva | 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 169 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 |
|---|---|---|---|---|
| LPRE · Exchange Listed Funds Trust | 5,45% | 42 002 NS | 31 de mayo de 2026 | N-PORT |
| IDGT · iShares Trust | 5,28% | 147 702 SH | 8 de agosto de 2026 | Diario |
| REAI · Tidal Trust I | 4,91% | 239 NS | 30 de abril de 2026 | N-PORT |
| SRVR · Pacer Funds Trust | 4,86% | 86 875 NS | 30 de abril de 2026 | N-PORT |
| TMFM · RBB Fund, Inc. | 4,49% | 25 794 NS | 31 de mayo de 2026 | N-PORT |
| IRET · Tidal Trust II | 3,81% | 456 NS | 30 de abril de 2026 | N-PORT |
| DTCR · Global X Funds | 3,62% | 382 444 NS | 31 de mayo de 2026 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 2,88% | 15 684 | 8 de agosto de 2026 | Diario |
| RNTY · Tidal Trust II | 2,66% | 612 NS | 30 de abril de 2026 | N-PORT |
| RDOG · ALPS ETF Trust | 2,15% | 1 185 NS | 31 de mayo de 2026 | N-PORT |
| ICF · iShares Trust | 2,10% | 242 174 SH | 8 de agosto de 2026 | Diario |
| DFAR · Dimensional ETF Trust | 1,80% | 137 276 NS | 30 de abril de 2026 | N-PORT |
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,70% | 39 553 NS | 31 de mayo de 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1,64% | 3 484 NS | 30 de abril de 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 1,64% | 1 103 NS | 30 de abril de 2026 | N-PORT |
| URE · ProShares Trust | 1,59% | 4 390 NS | 31 de mayo de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 1,57% | 102 132 NS | 30 de abril de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 1,53% | 753 739 NS | 31 de mayo de 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,48% | 311 NS | 30 de abril de 2026 | N-PORT |
| IYR · iShares Trust | 1,40% | 348 399 SH | 8 de agosto de 2026 | Diario |
| TMFG · RBB Fund, Inc. | 1,22% | 21 376 NS | 31 de mayo de 2026 | N-PORT |
| DFGR · Dimensional ETF Trust | 1,20% | 189 608 NS | 30 de abril de 2026 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 1,19% | 47 520 NS | 31 de mayo de 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,07% | 217 NS | 30 de abril de 2026 | N-PORT |
| TOLZ · ProShares Trust | 0,99% | 8 535 NS | 31 de mayo de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,99% | 4 026 541 SH | 8 de agosto de 2026 | Diario |
| CZA · Invesco Exchange-Traded Fund Trust | 0,98% | 10 270 | 8 de agosto de 2026 | Diario |
| IQRA · New York Life Investments Active ET… | 0,91% | 283 NS | 30 de abril de 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,70% | 3 302 NS | 31 de mayo de 2026 | N-PORT |
| PABU · iShares Trust | 0,58% | 80 272 SH | 8 de agosto de 2026 | Diario |
| SOVF · Elevation Series Trust | 0,56% | 2 403 NS | 30 de abril de 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,55% | 10 697 NS | 30 de abril de 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,54% | 662 000 | 8 de agosto de 2026 | Diario |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,45% | 4 169 NS | 31 de mayo de 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,41% | 812 542 SH | 8 de agosto de 2026 | Diario |
| CAPE · DoubleLine ETF Trust | 0,37% | 5 530 NS | 31 de marzo de 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,34% | 15 421 000 | 8 de agosto de 2026 | Diario |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,34% | 10 354 000 | 8 de agosto de 2026 | Diario |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,33% | 8 889 000 | 8 de agosto de 2026 | Diario |
| NFRA · FlexShares Trust | 0,31% | 43 616 NS | 30 de abril de 2026 | N-PORT |
| ESLG · Strategy Shares | 0,31% | 270 NS | 30 de abril de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,28% | 3 544 NS | 30 de abril de 2026 | N-PORT |
| EVUS · iShares Trust | 0,24% | 4 955 SH | 8 de agosto de 2026 | Diario |
| LGDX · Tidal Trust III | 0,22% | 1 352 NS | 30 de abril de 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,21% | 1 810 | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,18% | 159 292 SH | 8 de agosto de 2026 | Diario |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 15 857 NS | 31 de mayo de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,18% | 2 298 375 SH | 8 de agosto de 2026 | Diario |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 32 062 NS | 30 de abril de 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,17% | 894 385 | 8 de agosto de 2026 | Diario |