SEIC SEI Investments Company - Common Stock
SEIC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SEIC 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 |
|---|---|
| 8 de junio de 2026 | $0,5200 |
| 29 de diciembre de 2025 | $0,5200 |
| 9 de junio de 2025 | $0,4900 |
| 27 de diciembre de 2024 | $0,4900 |
| 10 de junio de 2024 | $0,4600 |
| 27 de diciembre de 2023 | $0,4600 |
| 9 de junio de 2023 | $0,4300 |
| 16 de diciembre de 2022 | $0,4300 |
| 10 de junio de 2022 | $0,4000 |
| 20 de diciembre de 2021 | $0,4000 |
| 11 de junio de 2021 | $0,3700 |
| 18 de diciembre de 2020 | $0,3700 |
| 12 de junio de 2020 | $0,3500 |
| 26 de diciembre de 2019 | $0,3500 |
| 11 de junio de 2019 | $0,3300 |
| 26 de diciembre de 2018 | $0,3300 |
| 13 de junio de 2018 | $0,3000 |
| 26 de diciembre de 2017 | $0,3000 |
| 5 de junio de 2017 | $0,2800 |
| 22 de diciembre de 2016 | $0,2800 |
SEIC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 16,7%
- Compra 8 66,7%
- Mantener 2 16,7%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 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 | $1.59 | $1.46 | 0.13% |
| 31 de marzo de 2026 | $1.44 | $1.35 | 0.09% |
| 31 de diciembre de 2025 | $1.34 | $1.38 | -0.04% |
| 30 de septiembre de 2025 | $1.29 | $1.28 | 0.01% |
| 30 de junio de 2025 | $1.78 | $1.22 | 0.56% |
| 31 de marzo de 2025 | $1.17 | $1.14 | 0.03% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | — |
| CG | — | — | — | — | — | — |
| PS | — | — | — | — | — | — |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | — |
| ARCC | — | 10.9 | — | — | — | — |
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
| STEP | — | -7.0 | 69.7% | -26.9% | 457.6% | — |
| OBDC | $6.21B | 10.0 | — | — | 8.3% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.30B | $2.13B | $1.92B | $1.99B | $1.92B | $1.68B | $1.65B | $1.62B | $1.53B | $1.40B | $1.33B | $1.27B | |
| Gross Profit | $808M | $699M | $557M | $644M | $645M | $520M | $533M | $508M | $461M | $435M | $413M | $402M | |
| SG&A Expense | $181M | $148M | $132M | $168M | $92M | $74M | $72M | $66M | $64M | · | · | · | |
| Operating Expenses | $1.67B | $1.57B | $1.50B | $1.52B | $1.36B | $1.24B | $1.19B | $1.18B | $1.13B | $1.03B | $976M | $913M | |
| Operating Income | $627M | $552M | $425M | $476M | $553M | $446M | $460M | $442M | $397M | $376M | $358M | $353M | |
| Interest Expense | · | · | $583.0K | $749.0K | $563.0K | $609.0K | $630.0K | $645.0K | $781.0K | $531.0K | $483.0K | $458.0K | |
| Other Non-op | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Pretax Income | $916M | $747M | $595M | $609M | $694M | $569M | $631M | $614M | $557M | $508M | $500M | $490M | |
| Income Tax | $199M | $166M | $132M | $134M | $147M | $121M | $130M | $108M | $153M | $175M | $169M | $171M | |
| Net Income | $715M | $581M | $462M | $475M | $547M | $447M | $501M | $506M | $404M | $334M | $332M | $319M | |
| EPS (Basic) | $5.76 | $4.47 | $3.49 | $3.49 | $3.87 | $3.05 | $3.31 | $3.23 | $2.56 | $2.07 | $2.00 | $1.89 | |
| EPS (Diluted) | $5.63 | $4.41 | $3.46 | $3.46 | $3.81 | $3.00 | $3.24 | $3.14 | $2.49 | $2.03 | $1.96 | $1.85 | |
| Shares (Diluted) | 127,076,000 | 131,727,000 | 133,728,000 | 137,423,000 | 143,312,000 | 149,003,000 | 154,901,000 | 161,232,000 | 162,269,000 | 164,431,000 | 169,598,000 | 172,565,000 | |
| EBITDA | $627M | $552M | · | · | $553M | $446M | $460M | $442M | $397M | $376M | $358M | $353M |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $400M | $840M | $835M | $853M | $831M | $785M | $841M | $755M | $744M | $696M | $680M | $667M | |
| Receivables | $710M | $568M | $501M | $457M | $442M | $385M | $340M | $315M | $283M | $228M | $223M | $194M | |
| Other Current Assets | $67M | $60M | $54M | $49M | $44M | $39M | $32M | $37M | $31M | $28M | $26M | $18M | |
| Current Assets | $1.27B | $1.55B | $1.48B | $1.45B | $1.40B | $1.30B | $1.30B | $1.19B | $1.14B | $1.04B | $1.00B | $955M | |
| PP&E (Net) | $150M | $160M | $171M | $181M | $179M | $189M | $161M | $146M | $146M | $146M | $144M | $126M | |
| PP&E (Gross) | $619M | $653M | $645M | $622M | $588M | $568M | $514M | $484M | $456M | $432M | $403M | $367M | |
| Accum. Depreciation | $469M | $493M | $474M | $441M | $409M | $379M | $353M | $338M | $310M | $285M | $260M | $241M | |
| Goodwill | $355M | $170M | $137M | $116M | $117M | $64M | $64M | $64M | $53M | $0 | · | · | |
| Intangibles | $368M | $77M | $82M | $56M | $69M | $24M | $28M | $32M | $29M | $0 | · | · | |
| Other Non-current Assets | $60M | $47M | $37M | $34M | $25M | $32M | $30M | $34M | $19M | $15M | $15M | $16M | |
| Total Assets | · | $2.68B | $2.52B | $2.38B | $2.35B | $2.17B | $2.15B | $1.97B | $1.85B | $1.64B | $1.59B | $1.54B | |
| Accounts Payable | $5M | $13M | $11M | $13M | $10M | $8M | $4M | $11M | $5M | $6M | $5M | $11M | |
| Accrued Liabilities | $360M | $348M | $319M | $359M | $324M | $300M | $273M | $280M | $265M | $241M | $218M | $207M | |
| Current Liabilities | $387M | $381M | $353M | $398M | $356M | $317M | $294M | $296M | $275M | $249M | $224M | $220M | |
| Capital Leases | $20M | $24M | $17M | $19M | $28M | $34M | $38M | · | · | · | · | · | |
| Deferred Tax | $17M | $0 | · | $0 | $49M | $55M | $56M | $56M | $46M | $68M | $63M | $65M | |
| Other Non-current Liabilities | $24M | $27M | $17M | $12M | $21M | $20M | $24M | $24M | $12M | $0 | · | · | |
| Total Liabilities | · | $432M | $388M | $430M | $494M | $427M | $413M | $379M | $377M | $334M | $299M | $295M | |
| Long-term Debt | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $792M | $758M | $763M | $694M | $633M | $565M | $602M | $518M | $467M | $384M | $403M | $420M | |
| AOCI | $-25M | $-47M | $-37M | $-49M | $-20M | $-17M | $-24M | $-33M | $-20M | $-38M | $-25M | $-9M | |
| Stockholders' Equity | $2.45B | $2.25B | $2.13B | $1.95B | $1.86B | $1.74B | $1.74B | $1.59B | $1.48B | $1.30B | $1.29B | $1.25B | |
| Liabilities + Equity | $3.26B | $2.68B | $2.52B | $2.38B | $2.35B | $2.17B | $2.15B | $1.97B | $1.85B | $1.64B | $1.59B | $1.54B | |
| Shares Outstanding | 122,232,251 | 126,839,734 | 131,177,513 | 134,162,002 | 138,449,000 | 143,396,000 | 149,745,000 | 153,634,000 | 157,069,000 | 159,031,000 | 163,733,000 | 166,668,000 |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $59M | $-14M | $-33M | $-46M | $-8M | $-976.0K | $-3M | $4M | $-22M | $620.0K | $-4M | $2M | |
| Amort. of Intangibles | $15M | $13M | $12M | $13M | $5M | $4M | $4M | $4M | $2M | $45M | $43M | $39M | |
| Operating Cash Flow | $608M | $622M | $447M | $566M | $633M | $489M | $545M | $588M | $460M | $434M | $408M | $375M | |
| CapEx | $23M | $32M | $25M | $39M | $26M | $54M | $43M | $29M | $26M | $31M | $44M | $28M | |
| Investing Cash Flow | $-399M | $-117M | $-142M | $-90M | $-165M | $-67M | $-78M | $-123M | $-172M | $-82M | $-78M | $-53M | |
| Stock Issued | $144M | $126M | $101M | $58M | $55M | $49M | $61M | $88M | $54M | $48M | $66M | $105M | |
| Stock Repurchased | $628M | $500M | $309M | $345M | $408M | $427M | $346M | $407M | $248M | $292M | $291M | $276M | |
| Net Stock Activity | $-484M | $-374M | · | · | $-353M | $-378M | $-285M | $-319M | $-195M | $-244M | $-226M | $-171M | |
| Dividends Paid | $124M | $120M | $115M | $110M | $106M | $104M | $101M | $94M | $89M | $85M | $80M | $74M | |
| Financing Cash Flow | $-589M | $-494M | $-331M | $-437M | $-422M | $-482M | $-387M | $-444M | $-254M | $-329M | $-306M | $-225M | |
| Net Change in Cash | $-370M | $5M | $-18M | $22M | $44M | $-57M | $87M | $10M | $49M | $14M | $12M | $89M | |
| Taxes Paid | $170M | $185M | $146M | $193M | $154M | · | · | · | · | · | · | · | |
| Free Cash Flow | $585M | $590M | · | · | $607M | $434M | $502M | $559M | $434M | $394M | $347M | $346M | |
| Levered FCF | · | · | · | · | $606M | $434M | $502M | $559M | $434M | $393M | $347M | $346M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 35.2% | 32.9% | · | · | 33.6% | 30.9% | 32.3% | 31.3% | 30.2% | 31.0% | 30.9% | 31.7% | |
| Operating Margin | 27.3% | 26.0% | · | · | 28.8% | 26.5% | 27.9% | 27.2% | 26.0% | 26.8% | 26.9% | 27.9% | |
| Net Margin | 31.1% | 27.4% | · | · | 28.5% | 26.6% | 30.4% | 31.1% | 26.5% | 23.8% | 24.9% | 25.2% | |
| Pretax Margin | 39.9% | 35.1% | · | · | 36.2% | 33.8% | 38.3% | 37.8% | 36.5% | 36.3% | 37.5% | 38.7% | |
| EBITDA Margin | 27.3% | 26.0% | · | · | 28.8% | 26.5% | 27.9% | 27.2% | 26.0% | 26.8% | 26.9% | 27.9% | |
| ROA | · | 22.3% | · | · | 24.2% | 20.7% | 24.3% | 26.5% | 23.2% | 20.7% | 21.2% | 21.4% | |
| ROE | 29.9% | 25.2% | · | · | 29.5% | 25.8% | 29.1% | 31.4% | 29.1% | 25.8% | 26.1% | 26.5% | |
| ROIC | 20.1% | 19.1% | · | · | 23.4% | 20.2% | 21.0% | 22.9% | 19.5% | 18.9% | 18.4% | 18.4% |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 4.1 | · | · | 3.9 | 4.1 | 4.4 | 4.0 | 4.1 | 4.2 | 4.5 | 4.3 | |
| Quick Ratio | 2.9 | 3.7 | · | · | 3.6 | 3.7 | 4.0 | 3.6 | 3.7 | 3.7 | 4.0 | 3.9 | |
| Interest Coverage | · | · | · | · | 982.9 | 732.2 | 730.8 | 685.3 | 508.3 | 707.5 | 741.6 | 770.3 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.8 | · | · | 0.8 | 0.8 | 0.8 | 0.8 | 0.9 | 0.9 | 0.9 | 0.8 | |
| Receivables Turnover | 3.6 | 4.0 | · | · | 4.6 | 4.6 | 5.0 | 5.4 | 6.0 | 6.2 | 6.4 | 6.6 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.1% | 10.7% | -3.6% | 3.8% | 13.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.9% | 3.5% | 4.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 27.7% | 27.5% | 0.00% | -9.2% | 27.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 17.6% | 5.0% | 4.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 23.1% | 25.7% | -2.8% | -13.0% | 22.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 14.6% | 2.1% | 1.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.30B | $2.13B | $1.92B | $1.99B | $1.92B | $1.68B | $1.65B | $1.62B | $1.53B | $1.40B | $1.33B | $1.27B | |
| Net Income TTM | $715M | $581M | $462M | $475M | $547M | $447M | $501M | $506M | $404M | $334M | $332M | $319M | |
| Market Cap | $10.03B | $10.46B | · | · | · | · | $9.81B | $7.10B | $11.29B | $7.85B | $8.58B | $6.67B | |
| P/E | 14.6 | 18.7 | 18.4 | 16.8 | 16.0 | 19.2 | 20.2 | 14.7 | 28.9 | 24.3 | 26.7 | 21.6 | |
| P/S | 4.4 | 4.9 | · | · | · | · | 5.9 | 4.4 | 7.4 | 5.6 | 6.4 | 5.3 | |
| P/B | 4.1 | 4.6 | · | · | · | · | 5.6 | 4.5 | 7.6 | 6.0 | 6.7 | 5.3 | |
| P / Tangible Book | 5.8 | 5.2 | 4.4 | 4.4 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 16.5 | 16.8 | · | · | · | · | 18.0 | 12.1 | 24.5 | 18.5 | 21.9 | 17.8 | |
| P / FCF | 17.1 | 17.7 | · | · | · | · | 19.5 | 12.7 | 26.0 | 19.9 | 24.7 | 19.3 | |
| Dividend Yield | 1.2% | 1.1% | · | · | · | · | 1.0% | 1.3% | 0.79% | 1.1% | 0.93% | 1.1% | |
| Earnings Yield | 6.9% | 5.3% | 5.4% | 5.9% | 6.2% | 5.2% | 5.0% | 6.8% | 3.5% | 4.1% | 3.7% | 4.6% | |
| Payout Ratio | 17.4% | 20.7% | · | · | 19.3% | 23.2% | 20.1% | 18.6% | 22.0% | 25.4% | 24.1% | 23.3% | |
| Annual Payout | $124M | $120M | $115M | $110M | $106M | $104M | $101M | $94M | $89M | $85M | $80M | $74M |
Estado de resultados 13
| 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 | $642M | $622M | $608M | $579M | $560M | $551M | $557M | $537M | $519M | $512M | $485M | $477M | $489M | $469M | $457M | $471M | |
| Gross Profit | $230M | $224M | $224M | $203M | $189M | $193M | $184M | $182M | $170M | $164M | $139M | $139M | $145M | $133M | $125M | $141M | |
| SG&A Expense | $35M | $36M | $62M | $43M | $41M | $35M | $39M | $38M | $33M | $38M | $38M | $31M | $32M | $31M | $31M | $90M | |
| Operating Expenses | $445M | $433M | $446M | $419M | $411M | $394M | $412M | $394M | $382M | $386M | $383M | $368M | $376M | $367M | $363M | $420M | |
| Operating Income | $197M | $189M | $162M | $160M | $149M | $157M | $146M | $144M | $137M | $126M | $102M | $108M | $113M | $102M | $94M | $51M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $139.0K | · | $116.0K | $139.0K | $141.0K | · | $143.0K | |
| Pretax Income | $253M | $231M | $217M | $211M | $292M | $196M | $191M | $202M | $183M | $170M | $150M | $149M | $155M | $140M | $137M | $80M | |
| Income Tax | $54M | $54M | $43M | $46M | $65M | $45M | $35M | $47M | $44M | $39M | $29M | $34M | $36M | $33M | $25M | $18M | |
| Net Income | $196M | $174M | $173M | $164M | $227M | $152M | $156M | $155M | $139M | $131M | $121M | $116M | $119M | $107M | $112M | $62M | |
| EPS (Basic) | $1.63 | $1.43 | $1.41 | $1.33 | $1.82 | $1.20 | $1.21 | $1.20 | $1.06 | $1.00 | $0.93 | $0.87 | $0.89 | $0.80 | $0.83 | $0.46 | |
| EPS (Diluted) | $1.59 | $1.40 | $1.38 | $1.30 | $1.78 | $1.17 | $1.18 | $1.19 | $1.05 | $0.99 | $0.91 | $0.87 | $0.89 | $0.79 | $0.84 | $0.45 | |
| Shares (Diluted) | 123,334,000 | 124,494,000 | -255,977,000 | 126,325,000 | 127,278,000 | 129,450,000 | -263,762,000 | 130,671,000 | 132,073,000 | 132,745,000 | -269,023,000 | 133,504,000 | 133,936,000 | 135,311,000 | -276,451,000 | 136,345,000 | |
| EBITDA | $197M | $189M | · | $160M | $149M | $157M | · | $144M | $137M | $126M | · | $108M | $113M | $102M | · | $51M |
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 | · | · | $400M | · | · | $711M | $840M | $901M | $768M | $847M | · | $854M | $777M | $834M | · | $791M | |
| Receivables | $783M | $710M | $710M | $670M | $638M | $601M | $568M | $610M | $590M | $561M | · | $519M | $522M | $458M | · | $483M | |
| Other Current Assets | $78M | $73M | $67M | $67M | $66M | $63M | $60M | $61M | $61M | $59M | · | $57M | $56M | $51M | · | $55M | |
| Current Assets | $1.34B | $1.23B | $1.27B | $1.61B | $1.53B | $1.48B | $1.55B | $1.66B | $1.50B | $1.56B | · | $1.52B | $1.44B | $1.43B | · | $1.45B | |
| PP&E (Net) | $152M | $149M | $150M | $156M | $156M | $159M | $160M | $165M | $168M | $168M | · | $178M | $181M | $183M | · | $183M | |
| PP&E (Gross) | $634M | $624M | $619M | $617M | $659M | $654M | $653M | $654M | $652M | $644M | · | $643M | $639M | $633M | · | $614M | |
| Accum. Depreciation | $482M | $475M | $469M | $461M | $503M | $495M | $493M | $489M | $484M | $476M | · | $465M | $458M | $450M | · | $431M | |
| Goodwill | $389M | $388M | $355M | $168M | $169M | $168M | $170M | $138M | $137M | $137M | $137M | $116M | $116M | $116M | $116M | $118M | |
| Intangibles | · | $480M | $368M | $61M | $65M | $66M | $77M | $74M | $75M | $79M | · | $46M | $50M | $53M | · | $58M | |
| Other Non-current Assets | $82M | $83M | $60M | $57M | $54M | $52M | $47M | $48M | $51M | $55M | · | $37M | $39M | $38M | · | $33M | |
| Total Assets | · | · | · | · | $2.63B | $2.57B | · | $2.68B | $2.53B | $2.57B | · | $2.40B | $2.32B | $2.32B | · | $2.30B | |
| Accounts Payable | $11M | $7M | $5M | $8M | $13M | $11M | $13M | $8M | $9M | $10M | · | $10M | $7M | $14M | · | $8M | |
| Accrued Liabilities | $226M | $238M | $360M | $254M | $215M | $225M | $348M | $258M | $208M | $243M | · | $250M | $237M | $234M | · | $295M | |
| Current Liabilities | $266M | $273M | $387M | $281M | $248M | $261M | $381M | $286M | $237M | $276M | · | $282M | $270M | $273M | · | $327M | |
| Capital Leases | $25M | $27M | $20M | $19M | $22M | $21M | $24M | $25M | $25M | $16M | · | $15M | $16M | $18M | · | $18M | |
| Deferred Tax | $14M | $15M | $17M | · | · | · | $0 | · | · | · | · | · | · | · | · | $4M | |
| Other Non-current Liabilities | $23M | $35M | $24M | $25M | $19M | $25M | $27M | $19M | $18M | $17M | · | $15M | $14M | $13M | · | $15M | |
| Total Liabilities | · | · | · | · | $288M | $308M | · | $330M | $282M | $309M | · | $313M | $301M | $304M | · | $365M | |
| Long-term Debt | $33M | $32M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $33M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $814M | $782M | $792M | $775M | $739M | $737M | $758M | $902M | $824M | $844M | · | $764M | $725M | $730M | · | $711M | |
| AOCI | $-30M | $-29M | $-25M | $-24M | $-21M | $-39M | $-47M | $-27M | $-42M | $-41M | · | $-51M | $-40M | $-45M | · | $-68M | |
| Stockholders' Equity | $2.50B | $2.45B | $2.45B | $2.40B | $2.34B | $2.26B | $2.25B | $2.35B | $2.25B | $2.26B | · | $2.08B | $2.02B | $2.01B | $1.95B | $1.93B | |
| Liabilities + Equity | $3.32B | $3.28B | $3.26B | $2.85B | $2.63B | $2.57B | $2.68B | $2.68B | $2.53B | $2.57B | · | $2.40B | $2.32B | $2.32B | · | $2.30B | |
| Shares Outstanding | 119,976,563 | 120,385,568 | 122,232,251 | 122,632,620 | 123,697,339 | 124,783,725 | 126,839,734 | 128,755,430 | 129,855,332 | 131,329,261 | · | 131,571,000 | 132,230,000 | 133,268,000 | · | 134,816,000 |
Flujo de Efectivo 12
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $10M | $9M | $5M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Operating Cash Flow | $126M | $222M | $126M | $238M | $97M | $146M | $195M | $200M | $115M | $112M | $101M | $164M | $68M | $114M | $138M | $98M | |
| CapEx | $9M | $6M | $2M | $9M | $4M | $9M | $5M | $6M | $8M | $13M | $2M | $7M | $6M | $11M | $7M | $12M | |
| Investing Cash Flow | $29M | $-12M | $-440M | $-25M | $104M | $-38M | $-60M | $4M | $-23M | $-38M | $-93M | $-22M | $-9M | $-17M | $-29M | $-18M | |
| Stock Issued | $51M | $40M | $28M | $29M | $63M | $24M | $63M | $8M | $9M | $45M | $36M | $33M | $11M | $21M | $22M | $7M | |
| Stock Repurchased | $106M | $215M | $101M | $144M | $180M | $204M | $247M | $89M | $117M | $47M | $72M | $81M | $75M | $81M | $78M | $56M | |
| Net Stock Activity | · | $-175M | · | · | · | $-179M | · | · | · | $-2M | · | · | · | $-60M | · | · | |
| Dividends Paid | $63M | $64M | $857.0K | $44.0K | $61M | $62M | $8.0K | $0 | $60M | $60M | $4.0K | $4.0K | $57M | $58M | $0 | $0 | |
| Financing Cash Flow | $-119M | $-238M | $-73M | $-97M | $-178M | $-242M | $-184M | $-81M | $-168M | $-62M | $-36M | $-55M | $-121M | $-119M | $-56M | $-49M | |
| Net Change in Cash | $32M | $-30M | $-387M | $111M | $35M | $-129M | $-61M | $133M | $-78M | $12M | $-20M | $77M | $-57M | $-19M | $62M | $20M | |
| Free Cash Flow | · | $215M | · | · | · | $138M | · | · | · | $99M | · | · | · | $104M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $99M | · | · | · | $104M | · | · |
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 | 35.9% | 36.0% | · | 35.0% | 33.8% | 34.9% | · | 33.8% | 32.7% | 32.0% | · | 29.2% | 29.6% | 28.3% | · | 29.8% | |
| Operating Margin | 30.7% | 30.5% | · | 27.7% | 26.6% | 28.5% | · | 26.8% | 26.3% | 24.6% | · | 22.8% | 23.0% | 21.7% | · | 10.8% | |
| Net Margin | 30.5% | 28.0% | · | 28.4% | 40.6% | 27.5% | · | 28.8% | 26.8% | 25.7% | · | 24.3% | 24.3% | 22.8% | · | 13.1% | |
| Pretax Margin | 39.5% | 37.1% | · | 36.4% | 52.2% | 35.6% | · | 37.7% | 35.2% | 33.3% | · | 31.3% | 31.7% | 29.8% | · | 17.0% | |
| EBITDA Margin | 30.7% | 30.5% | · | 27.7% | 26.6% | 28.5% | · | 26.8% | 26.3% | 24.6% | · | 22.8% | 23.0% | 21.7% | · | 10.8% | |
| ROA | · | · | · | · | 8.8% | 5.9% | · | 6.1% | 5.7% | 5.4% | · | 4.9% | 5.2% | 4.6% | · | 2.8% | |
| ROE | 8.1% | 7.4% | · | 6.9% | 9.9% | 6.7% | · | 7.0% | 6.5% | 6.2% | · | 5.8% | 6.0% | 5.4% | · | 3.3% | |
| ROIC | 6.1% | 5.9% | · | 5.2% | 4.9% | 5.4% | · | 4.7% | 4.6% | 4.3% | · | 4.0% | 4.3% | 3.9% | · | 2.0% |
Liquidez y Solvencia 5
| 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 | 5.1 | 4.5 | · | 5.7 | 6.2 | 5.7 | · | 5.8 | 6.3 | 5.6 | · | 5.4 | 5.3 | 5.3 | · | 4.4 | |
| Quick Ratio | 3.0 | 2.6 | · | 2.4 | 2.6 | 5.0 | · | 5.3 | 5.7 | 5.1 | · | 4.9 | 4.8 | 4.7 | · | 3.9 | |
| Debt / Equity | 0.0 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.0 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 905.4 | · | 935.1 | 810.1 | 721.8 | · | 357.0 |
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 | · | · | · | · | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 1.0 | 0.9 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.0 |
Valoración (TTM) 11
| 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 | $2.40B | $2.31B | · | $2.23B | $2.17B | $2.12B | · | $2.04B | $2.00B | $1.95B | · | $1.91B | $1.91B | $2.00B | · | $2.02B | |
| Net Income TTM | $761M | $717M | · | $698M | $673M | $577M | · | $541M | $505M | $473M | · | $403M | $399M | $470M | · | $501M | |
| Market Cap | $10.52B | $9.45B | · | $10.41B | $11.12B | $9.69B | · | $8.91B | $8.40B | $9.44B | · | $7.92B | $7.88B | $7.67B | · | $6.61B | |
| P/E | 14.4 | 13.9 | · | 15.6 | 17.3 | 17.6 | · | 16.9 | 17.0 | 20.3 | · | 20.1 | 20.3 | 16.9 | · | 13.7 | |
| P/S | 4.4 | 4.1 | · | 4.7 | 5.1 | 4.6 | · | 4.4 | 4.2 | 4.9 | · | 4.2 | 4.1 | 3.8 | · | 3.3 | |
| P/B | 4.2 | 3.9 | · | 4.3 | 4.8 | 4.3 | · | 3.8 | 3.7 | 4.2 | · | 3.8 | 3.9 | 3.8 | · | 3.4 | |
| P / Tangible Book | 5.0 | 6.0 | · | 4.8 | 5.3 | 4.8 | · | 4.2 | 4.1 | 4.6 | · | 4.1 | 4.2 | 4.2 | · | 3.8 | |
| P / Cash Flow | · | 42.6 | · | · | · | 66.1 | · | · | · | 84.1 | · | · | · | 67.1 | · | · | |
| P / FCF | · | 43.9 | · | · | · | 70.3 | · | · | · | 95.2 | · | · | · | 73.9 | · | · | |
| Earnings Yield | 6.9% | 7.2% | · | 6.4% | 5.8% | 5.7% | · | 5.9% | 5.9% | 4.9% | · | 5.0% | 4.9% | 5.9% | · | 7.3% | |
| Payout Ratio | · | 36.5% | · | · | · | 41.1% | · | · | · | 45.9% | · | · | · | 54.0% | · | · |
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 | $2.30B | $2.13B | $1.92B | $1.99B | $1.92B |
| Margen Bruto % | 35.2% | 32.9% | — | — | 33.6% |
| Margen Operativo % | 27.3% | 26.0% | — | — | 28.8% |
| Beneficio neto | $715M | $581M | $462M | $475M | $547M |
| EPS Diluido | $5.63 | $4.41 | $3.46 | $3.46 | $3.81 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 3.3 | 4.1 | — | — | 3.9 |
| Ratio Rápido | 2.9 | 3.7 | — | — | 3.6 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $585M | $590M | — | — | $607M |
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) 628 declarantes · $5.0B 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 |
|---|---|---|---|---|
| 79 (-1 vs trimestre anterior) | 55 (-1 vs trimestre anterior) | 172 (-35 vs trimestre anterior) | 213 (+42 vs trimestre anterior) | +15.7M |
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 |
|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | $654 160 486 | 7 458 220 | 12,97% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $538 611 498 | 6 140 822 | 10,68% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $411 030 198 | 4 686 241 | 8,15% | Acciones |
| STATE STREET CORP | $372 906 433 | 4 251 584 | 7,39% | Acciones |
| Boston Partners | $244 844 512 | 2 790 841 | 4,85% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $226 888 280 | 2 586 387 | 4,50% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $157 714 352 | 1 798 135 | 3,13% | Acciones |
| FMR LLC | $126 378 133 | 1 440 863 | 2,51% | Acciones |
| ROYCE & ASSOCIATES LP | $92 120 673 | 1 050 287 | 1,83% | Acciones |
| Caisse de depot et placement du Quebec | $87 924 451 | 1 002 445 | 1,74% | Acciones |
| NORGES BANK | $77 808 944 | 887 116 | 1,54% | Acciones |
| AMERICAN CAPITAL MANAGEMENT INC | $65 372 280 | 745 323 | 1,30% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $57 932 280 | 660 498 | 1,15% | Acciones |
| Clark Capital Management Group, Inc. | $56 040 895 | 638 934 | 1,11% | Acciones |
| BARCLAYS PLC | $53 406 267 | 608 896 | 1,06% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $51 977 999 | 592 612 | 1,03% | Acciones |
| Boston Trust Walden Corp | $51 539 731 | 587 615 | 1,02% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $48 836 572 | 556 796 | 0,97% | Acciones |
| First Financial Bankshares Inc | $48 484 334 | 552 780 | 0,96% | Acciones |
| VANGUARD GROUP INC | $47 501 473 | 579 145 | 0,94% | Acciones |
| AMERIPRISE FINANCIAL INC | $47 480 078 | 541 195 | 0,94% | Acciones |
| Quantinno Capital Management LP | $46 695 164 | 532 381 | 0,93% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $45 461 321 | 518 314 | 0,90% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $41 957 393 | 478 365 | 0,83% | Acciones |
| Azora Capital LP | $38 872 107 | 443 189 | 0,77% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $36 903 193 | 420 741 | 0,73% | Acciones |
| MORGAN STANLEY | $31 486 899 | 358 988 | 0,62% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $29 132 097 | 332 368 | 0,58% | Acciones |
| ProShare Advisors LLC | $28 012 382 | 319 375 | 0,56% | Acciones |
| Arbejdsmarkedets Tillaegspension | $27 505 856 | 313 600 | 0,55% | Acciones |
| Balyasny Asset Management L.P. | $27 019 066 | 308 050 | 0,54% | Acciones |
| RHUMBLINE ADVISERS | $26 624 488 | 303 552 | 0,53% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $24 973 317 | 284 726 | 0,50% | Acciones |
| BANK OF AMERICA CORP /DE/ | $24 069 641 | 274 423 | 0,48% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $23 681 261 | 269 995 | 0,47% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $23 349 893 | 266 217 | 0,46% | Acciones |
| JLB & ASSOCIATES INC | $22 942 831 | 261 576 | 0,45% | Acciones |
| Retirement Systems of Alabama | $22 219 750 | 253 332 | 0,44% | Acciones |
| Interval Partners, LP | $19 824 390 | 226 022 | 0,39% | Acciones |
| GOLDMAN SACHS GROUP INC | $19 753 520 | 225 214 | 0,39% | Acciones |
| Rockefeller Capital Management L.P. | $19 372 983 | 220 875 | 0,38% | Acciones |
| California Public Employees Retirement System | $18 021 861 | 205 471 | 0,36% | Acciones |
| Swiss National Bank | $17 752 504 | 202 400 | 0,35% | Acciones |
| ALPS ADVISORS INC | $17 636 025 | 201 072 | 0,35% | Acciones |
| Crestwood Advisors Group, LLC | $17 287 228 | 197 095 | 0,34% | Acciones |
| BlackRock, Inc. | $15 890 947 | 181 176 | 0,32% | Acciones |
| Amundi | $15 728 420 | 179 323 | 0,31% | Acciones |
| Leith Wheeler Investment Counsel Ltd. | $15 305 920 | 174 506 | 0,30% | Acciones |
| Brandywine Global Investment Management, LLC | $14 731 612 | 179 610 | 0,29% | Acciones |
| Foyston, Gordon & Payne Inc | $13 939 896 | 157 958 | 0,28% | Acciones |
| LPL Financial LLC | $13 766 333 | 156 953 | 0,27% | Acciones |
| Bridgewater Associates, LP | $12 667 341 | 144 423 | 0,25% | Acciones |
| Prana Capital Management, LP | $12 211 249 | 139 223 | 0,24% | Acciones |
| OSAIC HOLDINGS, INC. | $11 930 301 | 135 990 | 0,24% | Acciones |
| KLP KAPITALFORVALTNING AS | $11 209 338 | 127 800 | 0,22% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11 072 682 | 119 448 | 0,22% | Acciones |
| Toroso Investments, LLC | $10 935 070 | 133 322 | 0,22% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $10 407 669 | 118 660 | 0,21% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9 876 705 | 125 866 | 0,20% | Acciones |
| KING LUTHER CAPITAL MANAGEMENT CORP | $9 742 564 | 111 077 | 0,19% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $9 357 077 | 119 244 | 0,19% | Acciones |
| Fideuram Asset Management (Ireland) dac | $9 143 241 | 113 187 | 0,18% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9 049 918 | 103 180 | 0,18% | Acciones |
| VAN ECK ASSOCIATES CORP | $9 027 376 | 102 923 | 0,18% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $8 938 438 | 101 909 | 0,18% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $8 904 144 | 101 518 | 0,18% | Acciones |
| Kathmere Capital Management, LLC | $8 824 610 | 100 611 | 0,17% | Acciones |
| Corient Private Wealth LP | $8 727 602 | 99 506 | 0,17% | Acciones |
| Interval Partners, LP | $8 569 267 | 97 700 | 0,17% | Opción de venta |
| CITADEL ADVISORS LLC | $8 107 211 | 92 432 | 0,16% | Acciones |
| Schonfeld Strategic Advisors LLC | $7 899 247 | 90 061 | 0,16% | Acciones |
| Karl Kapital LLC | $7 790 051 | 88 816 | 0,15% | Acciones |
| Horizon Investments, LLC | $7 627 788 | 86 966 | 0,15% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7 457 630 | 85 026 | 0,15% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $7 247 916 | 82 635 | 0,14% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7 200 552 | 82 095 | 0,14% | Acciones |
| HAHN CAPITAL MANAGEMENT LLC | $7 151 435 | 81 535 | 0,14% | Acciones |
| Taylor Hoffman Capital Management LLC | $6 560 184 | 74 794 | 0,13% | Acciones |
| Thrive Wealth Management, LLC | $6 484 816 | 73 935 | 0,13% | Acciones |
| OSSIAM | $6 407 654 | 73 055 | 0,13% | Acciones |
| Man Group plc | $6 403 093 | 73 003 | 0,13% | Acciones |
| Chevy Chase Trust Holdings, LLC | $6 278 457 | 71 582 | 0,12% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6 139 700 | 70 000 | 0,12% | Acciones |
| FRANKLIN RESOURCES INC | $6 130 403 | 69 894 | 0,12% | Acciones |
| Union Heritage Capital, LLC | $6 025 677 | 68 700 | 0,12% | Acciones |
| Brevan Howard Capital Management LP | $5 831 136 | 66 482 | 0,12% | Acciones |
| Mirae Asset Global Investments Co., Ltd. | $5 741 935 | 65 465 | 0,11% | Acciones |
| Vest Financial, LLC | $5 692 379 | 64 900 | 0,11% | Acciones |
| TD Waterhouse Canada Inc. | $5 639 475 | 62 601 | 0,11% | Acciones |
| Modera Wealth Management, LLC | $5 614 719 | 64 015 | 0,11% | Acciones |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $5 584 583 | 63 671 | 0,11% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $5 574 848 | 63 560 | 0,11% | Acciones |
| HBK Sorce Advisory LLC | $5 425 835 | 51 793 | 0,11% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $5 417 758 | 61 769 | 0,11% | Acciones |
| Pathstone Holdings, LLC | $5 378 553 | 61 322 | 0,11% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $5 306 367 | 60 499 | 0,11% | Acciones |
| Banco Santander, S.A. | $5 223 043 | 59 549 | 0,10% | Acciones |
| IFG Advisory, LLC | $5 198 434 | 59 268 | 0,10% | Acciones |
| Markel Group Inc. | $5 174 890 | 59 000 | 0,10% | Acciones |
| JANE STREET GROUP, LLC | $5 144 805 | 58 657 | 0,10% | Acciones |
Informantes de la empresa 38 insiders · 22 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Sanjay Sharma | Title: Executive Vice President, CEO of SEI International, and Global Head of SEI's Private Banking business | 24 de julio de 2026 M | 39 829 | 0 | 1 | $-1 986 600 |
| Ryan Hicke | CHIEF EXECUTIVE OFFICER | 31 de marzo de 2025 F | 168 260 | 0 | 0 | $0 |
| Sean Denham | Executive Vice President, CFO | 18 de marzo de 2025 F | 52 177 | 0 | 0 | $0 |
| Dennis Mcgonigle | EVP, CFO | 30 de agosto de 2023 M | 594 163 | 0 | 0 | $0 |
| Mark Andrew Warner | Title: Chief Accounting Officer and Controller | 28 de julio de 2026 M | 921 | 0 | 3 | $-1 535 161 |
| Michael Peterson | Executive Vice President | 28 de julio de 2026 M | 20 148 | 0 | 1 | $-2 551 250 |
| Sneha S. Shah | Title: EVP &Chief AI Strategist & Head of SEI Next | 24 de julio de 2026 F | 14 092 | 0 | 0 | $0 |
| Michael Lane | Executive Vice President | 12 de diciembre de 2024 A | 37 000 | 0 | 0 | $0 |
| Paul Klauder | EXECUTIVE VICE PRESIDENT | 8 de marzo de 2024 M | 20 752 | 0 | 0 | $0 |
| Wayne Withrow | EXECUTIVE VICE PRESIDENT | 7 de febrero de 2024 M | 55 399 | 0 | 0 | $0 |
| Kevin Barr | EXECUTIVE VICE PRESIDENT | 10 de diciembre de 2021 M | 144 741 | 0 | 0 | $0 |
| Stephen Meyer | EXECUTIVE VICE PRESIDENT | 10 de diciembre de 2021 M | 186 224 | 0 | 0 | $0 |
| Kathy Heilig | TREASURER | 10 de diciembre de 2021 M | 1 891 | 0 | 0 | $0 |
| Joseph P Ujobai | EXECUTIVE VICE PRESIDENT | 12 de septiembre de 2018 M | 12 540 | 0 | 0 | $0 |
| Jeffrey N Klauder | EXECUTIVE VICE PRESIDENT | 13 de marzo de 2018 M | 42 194 | 0 | 0 | $0 |
| Robert Crudup | EXECUTIVE VICE PRESIDENT | 5 de marzo de 2018 M | 177 500 | 0 | 0 | $0 |
| Edward Loughlin | EXECUTIVE VICE PRESIDENT | 29 de abril de 2015 M | 106 000 | 0 | 0 | $0 |
| Karl Dasher | Executive Vice President | 2 de abril de 2008 M | 37 140 | 0 | 0 | $0 |
| Mark Samuels | Senior Vice President | 23 de diciembre de 2004 M | 0 | 0 | 0 | $0 |
| Ken Zimmer | Senior Vice President | 14 de diciembre de 2004 A | 686 921 | 0 | 0 | $0 |
| Kevin P Robins | Senior Vice President | 14 de diciembre de 2004 A | — | 0 | 0 | $0 |
| Mark Nagle | Senior Vice President | 14 de diciembre de 2004 A | — | 0 | 0 | $0 |
| Carl Guarino | Consejero | 28 de julio de 2026 M | 18 308 | 0 | 1 | $-1 032 000 |
| William Doran | Consejero | 9 de junio de 2026 S | 618 802 | 0 | 1 | $-452 500 |
| Thomas C. Naratil | Consejero | 22 de julio de 2025 A | 2 076 | 0 | 0 | $0 |
| Carmen Romeo | Consejero | 31 de diciembre de 2024 G | 1 573 527 | 0 | 0 | $0 |
| Stephanie D. Miller | Consejero | 12 de diciembre de 2024 A | 3 941 | 0 | 0 | $0 |
| Jonathan Brassington | Consejero | 12 de diciembre de 2024 A | 3 941 | 0 | 0 | $0 |
| Sarah Blumenstein | Consejero | 21 de febrero de 2023 M | 6 447 | 0 | 0 | $0 |
| Richard Lieb | Consejero | 23 de diciembre de 2015 M | 127 128 | 0 | 0 | $0 |
| Henry Porter | Consejero | 15 de diciembre de 2009 M | 328 775 | 0 | 0 | $0 |
| Thomas W. Smith | Consejero | 3 de diciembre de 2008 | — | 0 | 0 | $0 |
| Howard D Ross | Consejero | 15 de agosto de 2008 M | 0 | 0 | 0 | $0 |
| SEI INVESTMENTS CO | Propietario del 10% | 31 de octubre de 2023 P | 1 250 000 | 0 | 0 | $0 |
| Philip Mccabe | — | 5 de agosto de 2026 M | 54 884 | 0 | 3 | $-4 126 839 |
| Kathryn Mccarthy | — | 3 de agosto de 2026 M | 77 883 | 0 | 1 | $-1 035 400 |
| Alfred P West JR | — | 29 de junio de 2026 S | 6 818 451 | 0 | 5 | $-7 006 147 |
| Judilh Tschirgi | — | 14 de diciembre 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 1 tenencia
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 |
|---|---|---|---|---|---|
| Alfred P. West, Jr. ×3 presentaciones | 13 de abril 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 110 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 |
|---|---|---|---|---|
| OUSM · ALPS ETF Trust | 2,02% | 201 585 NS | 31 de mayo de 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1,71% | 203 096 NS | 30 de abril de 2026 | N-PORT |
| REGL · ProShares Trust | 1,66% | 316 917 NS | 31 de mayo de 2026 | N-PORT |
| RSMC · Tidal Trust III | 1,60% | 133 343 NS | 30 de abril de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1,47% | 790 188 SH | 8 de agosto de 2026 | Diario |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,27% | 91 285 SH | 8 de agosto de 2026 | Diario |
| HDUS · Lattice Strategies Trust | 0,89% | 17 693 NS | 30 de abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,86% | 79 547 NS | 30 de abril de 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0,52% | 1 745 NS | 30 de abril de 2026 | N-PORT |
| VLLU · Harbor ETF Trust | 0,50% | 242 NS | 30 de abril de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,41% | 31 930 NS | 31 de mayo de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,35% | 12 010 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,33% | 126 NS | 29 de mayo de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,33% | 9 666 NS | 31 de mayo de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,31% | 17 476 NS | 30 de abril de 2026 | N-PORT |
| IJK · iShares Trust | 0,30% | 315 792 SH | 8 de agosto de 2026 | Diario |
| XJH · iShares Trust | 0,30% | 12 353 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,29% | 12 224 SH | 8 de agosto de 2026 | Diario |
| VFMV · VANGUARD WELLINGTON FUND | 0,27% | 13 034 SH | 8 de agosto de 2026 | Diario |
| IJH · iShares Trust | 0,26% | 3 153 747 SH | 8 de agosto de 2026 | Diario |
| BFOR · ALPS ETF Trust | 0,25% | 6 196 NS | 31 de mayo de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,25% | 53 214 SH | 8 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,24% | 10 583 NS | 30 de abril de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,23% | 12 607 SH | 8 de agosto de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,23% | 15 748 NS | 30 de abril de 2026 | N-PORT |
| IJJ · iShares Trust | 0,22% | 190 870 SH | 8 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,22% | 147 492 SH | 8 de agosto de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,22% | 178 961 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 52 741 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,20% | 1 575 675 SH | 8 de agosto de 2026 | Diario |
| DEUS · DBX ETF Trust | 0,20% | 6 045 NS | 29 de mayo de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,19% | 32 178 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,18% | 12 133 SH | 8 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,18% | 2 487 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,18% | 3 210 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 38 983 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,17% | 1 539 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,17% | 255 828 NS | 30 de abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,16% | 4 497 SH | 8 de agosto de 2026 | Diario |
| IYF · iShares Trust | 0,16% | 67 658 SH | 8 de agosto de 2026 | Diario |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,16% | 2 953 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,15% | 14 599 SH | 8 de agosto de 2026 | Diario |
| SCHM · SCHWAB STRATEGIC TRUST | 0,15% | 251 059 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,14% | 50 730 SH | 8 de agosto de 2026 | Diario |
| IYG · iShares Trust | 0,13% | 27 569 SH | 8 de agosto de 2026 | Diario |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,13% | 5 130 NS | 31 de mayo de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,12% | 448 NS | 31 de mayo de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,12% | 3 696 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 32 413 SH | 8 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,11% | 5 080 NS | 31 de mayo de 2026 | N-PORT |