SBAC SBA Communications Corporation - Class A Common Stock

NASDAQ · Real Estate · Ver en SEC EDGAR ↗
$182,97
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026

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.

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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 ↗

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SBAC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$182.97
Capitalización Bursátil
$19.33B
P/E (TTM)
18.7
BPA (TTM)
$9.80
Ingresos (TTM)
$2.82B
Rendimiento div.
2.5%
ROE
-21.5%
Deuda/Capital
-2.7
Rango 52S
$162 – $225

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

Ingresos y Beneficio Neto $2.82B
10-point trend, +72.4%
2016-12-31 2025-12-31
BPA $9.80
10-point trend, +1506.6%
2016-12-31 2025-12-31
Flujo de caja libre $1.07B
10-point trend, +77.0%
2016-12-31 2025-12-31
Márgenes 37.4%
10-point trend, +1.7%
2016-12-31 2025-12-31

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
SBAC
Mediana de Pares
P/E (TTM)
5-point trend, -89.1%
18.7
26.9
P/S (TTM) (P/V (TTM))
5-point trend, -60.5%
6.9
7.2
P/B (P/C)
5-point trend, +47.5%
-4.0
22.6
EV / EBITDA
5-point trend, -44.8%
19.5
Price / FCF (Precio / FCF)
5-point trend, -52.2%
18.1

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
SBAC
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, -1.2%
75.5%
74.0%
Operating Margin (Margen Operativo)
5-point trend, +40.7%
47.7%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +263.8%
37.4%
26.8%
ROA
5-point trend, +265.3%
9.2%
4.6%
ROE
5-point trend, -363.8%
-21.5%
21.0%
ROIC
5-point trend, +35.1%
14.2%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
SBAC
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, -14.1%
-2.7
Current Ratio (Ratio corriente)
5-point trend, -71.0%
0.3
0.3
Quick Ratio (Ratio Rápido)
5-point trend, -78.3%
0.2

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
SBAC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +21.9%
5.1%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +21.9%
2.2%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +21.9%
6.2%
EPS YoY (EPS interanual)
5-point trend, +357.9%
41.2%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +343.4%
40.6%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
SBAC
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +357.9%
$9.80

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
SBAC
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, -57.4%
45.5%

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
2.5%
Ratio de Pago
45.5%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
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 27 analistas
  • 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 · 2026-08-18
Objetivo mediano $229.50 +25,4%
Objetivo medio $228.25 +24,7%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
-0.19%
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
Datos anuales de Estado de resultados para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +84.4% $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 12-point trend, -53.6% $199M $119M $140M $223M $159M $103M $119M $96M $87M $421M $444M $428M
Gross Profit 12-point trend, +93.4% $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 12-point trend, +168.7% $278M $259M $268M $262M $220M $194M $193M $143M $131M $143M $115M $103M
Operating Expenses 12-point trend, +23.7% $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 12-point trend, +299.0% $1.34B $1.44B $924M $925M $782M $634M $583M $544M $459M $387M $312M $337M
Interest Income 12-point trend, +4578.9% $32M $42M $18M $10M $3M $3M $6M $7M $11M $11M $4M $677.0K
Other Non-op 12-point trend, +3345.7% $366M $-250M $63M $10M $-74M $-222M $14M $-86M $-2M $94M $-139M $11M
Pretax Income 12-point trend, +8031.3% $1.24B $773M $549M $526M $253M $-18M $187M $52M $117M $87M $-167M $-16M
Income Tax 12-point trend, +2072.3% $188M $24M $51M $66M $15M $-42M $40M $4M $13M $11M $9M $9M
Net Income 12-point trend, +4436.8% $1.05B $750M $502M $461M $238M $24M $147M $47M $104M $76M $-176M $-24M
EPS (Basic) 12-point trend, +5273.7% $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) 12-point trend, +5257.9% $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) 12-point trend, -16.8% 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) 12-point trend, -16.6% 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 12-point trend, +69.7% $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
Datos anuales de Balance general para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +570.8% $265M $190M $209M $144M $367M $309M $108M $143M $69M $146M $118M $39M
Short-term Investments 10-point trend, +18.9% $7M $255M $1M $1M $778.0K $700.0K $500.0K · · $223.0K $706.0K $6M
Receivables 12-point trend, +64.2% $171M $146M $183M $184M $102M $74M $132M $111M $91M $78M $83M $104M
Prepaid Expense 12-point trend, +49.1% $142M $417M $39M $33M $31M $24M $37M $63M $50M $52M $50M $95M
Other Current Assets 10-point trend, +90.3% $35M $23M $17M $13M $16M $13M $28M $15M $16M $18M · ·
Current Assets 12-point trend, +136.6% $773M $1.98B $484M $483M $614M $473M $334M $374M $260M $325M $294M $327M
PP&E (Net) 12-point trend, +23.1% $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) 12-point trend, +64.8% $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 12-point trend, +124.0% $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 12-point trend, -31.2% $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 12-point trend, +39.6% $652M $657M $812M $722M $576M $478M $432M $722M $650M $587M $501M $467M
Total Assets 12-point trend, +47.6% $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 12-point trend, +70.4% $73M $60M $42M $51M $34M $110M $32M $34M $33M $28M $27M $43M
Accrued Liabilities 12-point trend, +42.6% $94M $82M $93M $101M $68M $63M $68M $64M $70M $61M $64M $66M
Current Liabilities 12-point trend, +709.0% $2.68B $1.80B $1.36B $697M $616M $615M $1.05B $1.21B $279M $873M $273M $331M
Capital Leases 12-point trend, +154942.3% $2.11B $1.90B $1.86B $2.04B $1.98B $2.09B $2.28B $811.0K $850.0K $2M $2M $1M
Deferred Tax 5-point trend, -57.6% · · · · · · · $33M $29M $27M $25M $77M
Other Non-current Liabilities 12-point trend, +71.7% $588M $368M $404M $248M $191M $186M $271M $387M $350M $335M $314M $343M
Long-term Debt 12-point trend, +64.1% $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-point trend, +64.1% $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 12-point trend, -18.1% $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M
Paid-in Capital 12-point trend, +48.3% $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 12-point trend, -185.2% $-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 12-point trend, -263.9% $-664M $-760M $-615M $-591M $-762M $-808M $-569M $-512M $-379M $-370M $-502M $-182M
Stockholders' Equity 12-point trend, -634.5% $-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 12-point trend, +47.6% $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 12-point trend, -18.2% 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
Datos anuales de Flujo de Efectivo para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, -53.4% $292M $270M $716M $708M $700M $722M $697M $672M $643M $638M $660M $627M
Stock-based Comp 12-point trend, +234.1% $76M $74M $88M $100M $84M $69M $73M $42M $38M $33M $29M $23M
Deferred Tax 11-point trend, +19607.7% $104M $-13M $5M $33M $-9M $-63M $16M $-15M · $1M $-5.0K $530.0K
Amort. of Intangibles 12-point trend, -66.0% $115M $107M $397M $406M $412M $434M $415M $403M $384M $370M $363M $338M
Other Non-cash 12-point trend, -614.1% $-235M $255M $234M $-16M $176M $374M $53M $89M $33M $-6M $224M $46M
Operating Cash Flow 12-point trend, +91.5% $1.29B $1.33B $1.54B $1.29B $1.19B $1.13B $970M $851M $818M $743M $723M $674M
CapEx 12-point trend, +6.4% $225M $228M $237M $214M $134M $129M $154M $150M $147M $140M $209M $211M
Investing Cash Flow 11-point trend, +18.3% $-602M $-809M $-468M $-1.39B $-1.42B $-446M $-947M $-618M $-605M $-428M $-737M ·
Stock Repurchased 11-point trend, +10.6% $498M $200M $100M $432M $583M $859M $467M $796M $855M $546M $450M ·
Net Stock Activity 11-point trend, -10.6% $-498M $-200M $-100M $-432M $-583M $-859M $-467M $-796M $-855M $-546M $-450M ·
Dividends Paid 7-point trend, +474.4% $479M $424M $370M $307M $254M $208M $83M · · · · ·
Financing Cash Flow 11-point trend, -2296.1% $-1.66B $646M $-1.02B $-135M $339M $-469M $-62M $-149M $-295M $-289M $76M ·
Net Change in Cash 12-point trend, -1096.9% $-964M $1.15B $62M $-246M $93M $202M $-37M $74M $-82M $39M $49M $-81M
Free Cash Flow 12-point trend, +131.7% $1.07B $1.11B $1.31B $1.07B $1.06B $997M $816M $701M $671M $603M $528M $460M
Rentabilidad 8
Datos anuales de Rentabilidad para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +4.9% 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 12-point trend, +116.4% 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 12-point trend, +2454.1% 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 12-point trend, +4383.5% 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 12-point trend, -8.0% 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 12-point trend, +2878.8% 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 12-point trend, -234.6% -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 12-point trend, +95.4% 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
Datos anuales de Liquidez y Solvencia para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -70.8% 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 12-point trend, -63.4% 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 12-point trend, +77.7% -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 12-point trend, +80.9% -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
Datos anuales de Eficiencia para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +17.3% 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 12-point trend, +2.1% 17.8 16.3 14.8 18.4 26.2 20.2 16.6 18.5 20.4 20.2 17.5 17.4
Por Acción 5
Datos anuales de Por Acción para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, -238.5% $-45.93 $-47.51 $-47.86 $-48.86 $-48.49 $-43.93 $-32.81 $-30.03 $-22.32 $-16.49 $-13.57 ·
Revenue / Share 10-point trend, +100.6% $26.18 $24.79 $24.90 $24.07 $20.77 $18.36 $17.57 $16.01 $14.28 $13.05 · ·
Cash Flow / Share 10-point trend, +102.4% $12.01 $12.35 $14.18 $11.75 $10.70 $9.92 $8.46 $7.30 $6.76 $5.93 · ·
Cash / Share 11-point trend, +166.7% $2.50 $1.76 $1.93 $1.33 $3.37 $2.81 $0.97 $1.28 $0.59 $1.21 $0.94 ·
EPS (TTM) 12-point trend, +5257.9% $9.80 $6.94 $4.61 $4.22 $2.14 $0.21 $1.28 $0.41 $0.86 $0.61 $-1.37 $-0.19
Tasas de Crecimiento 10
Datos anuales de Tasas de Crecimiento para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -53.3% 5.1% -1.2% 3.0% 14.1% 10.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -75.5% 2.2% 5.1% 9.2% · · · · · · · · ·
Revenue CAGR 5Y 6.2% · · · · · · · · · · ·
EPS YoY 5-point trend, -95.5% 41.2% 50.5% 9.2% 97.2% 919.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -82.0% 32.4% 48.0% 180.0% · · · · · · · · ·
EPS CAGR 5Y 115.7% · · · · · · · · · · ·
Net Income YoY 5-point trend, -95.4% 40.6% 49.4% 8.8% 94.2% 885.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -81.9% 31.7% 46.7% 175.1% · · · · · · · · ·
Net Income CAGR 5Y 112.9% · · · · · · · · · · ·
Dividend CAGR 5Y 18.2% · · · · · · · · · · ·
Valoración (TTM) 16
Datos anuales de Valoración (TTM) para SBAC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +84.4% $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 12-point trend, +4436.8% $1.05B $750M $502M $461M $238M $24M $147M $47M $104M $76M $-176M $-24M
Market Cap 11-point trend, +54.7% $20.44B $21.92B $27.41B $30.27B $42.39B $30.98B $26.94B $18.20B $19.02B $12.49B $13.21B ·
Enterprise Value 11-point trend, +52.8% $33.07B $35.07B $39.53B $43.00B $54.32B $41.77B $37.16B $28.00B $28.26B $21.12B $21.64B ·
P/E 12-point trend, +103.4% 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 11-point trend, -10.0% 7.3 8.2 10.1 11.5 18.4 14.9 13.4 9.8 11.0 7.7 8.1 ·
P/B 11-point trend, +45.6% -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 11-point trend, -11.7% 15.8 16.4 17.7 23.5 35.6 27.5 27.8 21.4 23.2 16.8 17.9 ·
P / FCF 11-point trend, -23.3% 19.2 19.8 21.0 28.3 40.1 31.1 33.0 26.0 28.3 20.7 25.0 ·
EV / EBITDA 11-point trend, -9.1% 20.2 20.6 24.1 26.3 36.6 30.8 29.0 23.0 25.7 20.6 22.2 ·
EV / FCF 11-point trend, -24.3% 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-point trend, -11.0% 11.7 13.1 14.6 16.3 23.5 20.1 18.4 15.0 16.4 12.9 13.2 ·
Dividend Yield 7-point trend, +654.8% 2.3% 1.9% 1.4% 1.0% 0.60% 0.67% 0.31% · · · · ·
Earnings Yield 12-point trend, +3082.4% 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 7-point trend, -19.9% 45.5% 56.6% 73.7% 66.5% 106.7% 861.6% 56.7% · · · · ·
Annual Payout 7-point trend, +474.4% $479M $424M $370M $307M $254M $208M $83M · · · · ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
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
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio -2.7-2.7-2.4-2.4-2.3
Ratio corriente 0.31.10.40.71.0
Ratio Rápido 0.20.30.30.50.8
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
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

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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.

Actividad institucional — Q2 2026 vs trimestre anterior
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