SF Stifel Financial Corporation Common Stock
SF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SF 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 |
|---|---|
| 1 de junio de 2026 | $0,3400 |
| 2 de marzo de 2026 | $0,3400 |
| 1 de diciembre de 2025 | $0,3067 |
| 2 de septiembre de 2025 | $0,3067 |
| 2 de junio de 2025 | $0,3067 |
| 3 de marzo de 2025 | $0,3067 |
| 2 de diciembre de 2024 | $0,2800 |
| 3 de septiembre de 2024 | $0,2800 |
| 3 de junio de 2024 | $0,2800 |
| 29 de febrero de 2024 | $0,2800 |
| 30 de noviembre de 2023 | $0,2400 |
| 31 de agosto de 2023 | $0,2400 |
| 31 de mayo de 2023 | $0,2400 |
| 28 de febrero de 2023 | $0,2400 |
| 30 de noviembre de 2022 | $0,2000 |
| 31 de agosto de 2022 | $0,2000 |
| 31 de mayo de 2022 | $0,2000 |
| 28 de febrero de 2022 | $0,2000 |
| 30 de noviembre de 2021 | $0,1000 |
| 31 de agosto de 2021 | $0,1000 |
SF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 25,0%
- Compra 6 37,5%
- Mantener 6 37,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
8 analistas · 2026-08-16Historial 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 | $1.42 | $1.38 | 0.04% |
| 31 de marzo de 2026 | $1.45 | $1.44 | 0.01% |
| 31 de diciembre de 2025 | $1.75 | $1.72 | 0.03% |
| 30 de septiembre de 2025 | $1.30 | $1.30 | 0.00% |
| 30 de junio de 2025 | $1.14 | $1.11 | 0.03% |
| 31 de marzo de 2025 | $1.10 | $1.13 | -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 |
|---|---|---|---|---|---|---|
| SF | — | 14.2 | 6.7% | 10.8% | 11.7% | — |
| SCHW | $207.21B | 21.5 | 22.0% | 37.0% | 17.9% | — |
| IBKR | — | 29.0 | 23.4% | — | — | — |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | — |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | — |
| LPLA | — | 32.7 | 37.2% | 5.1% | 16.6% | — |
| JEF | — | 20.3 | 2.9% | 6.3% | 6.6% | — |
| EVR | — | 24.2 | 29.5% | 15.3% | 31.7% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
| HLI | — | 23.1 | 9.6% | 16.3% | 18.6% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.35B | $5.95B | $5.16B | $4.59B | $4.78B | $3.82B | $3.51B | $3.19B | $3.00B | $2.64B | $2.38B | $2.25B | |
| Operating Income | · | $928M | $707M | $885M | · | · | · | · | · | · | · | · | |
| Interest Expense | $818M | $981M | $810M | $201M | $46M | $66M | $178M | $170M | $70M | $67M | $45M | $41M | |
| Interest Income | $1.90B | $2.02B | $1.96B | $1.10B | $548M | $524M | $725M | $646M | $454M | $294M | $179M | $186M | |
| Pretax Income | $871M | $928M | $707M | $885M | $1.07B | $651M | $599M | $534M | $270M | $143M | $142M | $291M | |
| Income Tax | $187M | $197M | $184M | $223M | $242M | $148M | $149M | $140M | $87M | $61M | $49M | $112M | |
| Net Income | $684M | $731M | $523M | $662M | $825M | $503M | $448M | $394M | $183M | $82M | $92M | $176M | |
| EPS (Basic) | $6.25 | $6.67 | $4.55 | $5.74 | $7.34 | $4.49 | $3.99 | $3.57 | $2.53 | $1.16 | $1.35 | $2.65 | |
| EPS (Diluted) | $5.87 | $6.25 | $4.28 | $5.32 | $6.66 | $4.16 | $3.66 | $3.15 | $2.14 | $1.00 | $1.18 | $2.31 | |
| Shares (Basic) | 103,497,000 | 104,066,000 | 106,661,000 | 108,848,000 | 107,536,000 | 106,174,000 | 107,997,000 | 107,679,000 | 68,562,000 | 66,871,000 | 68,543,000 | 66,472,000 | |
| Shares (Diluted) | 110,052,000 | 110,975,000 | 113,453,000 | 117,540,000 | 118,530,000 | 114,573,000 | 117,878,000 | 121,982,000 | 81,035,000 | 77,563,000 | 78,554,000 | 76,376,000 | |
| EBITDA | $61M | $991M | $61M | $51M | $46M | $41M | · | $28M | $32M | $43M | $37M | $29M |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.25B | $2.65B | $3.36B | $2.20B | $1.96B | $2.28B | $1.14B | $1.94B | $696M | $913M | $811M | $690M | |
| PP&E (Net) | $197M | $193M | $192M | $200M | $168M | $168M | $1.11B | $373M | $155M | $173M | $182M | $124M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $646M | $394M | $436M | $406M | $319M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $273M | $239M | $263M | $224M | $195M | |
| Goodwill | $1.46B | $1.40B | $1.39B | $1.33B | $1.31B | $1.18B | $1.19B | $1.03B | $1.03B | $962M | $916M | $795M | |
| Intangibles | $108M | $114M | $133M | $131M | $148M | $141M | $162M | $120M | $120M | $116M | $63M | $55M | |
| Total Assets | $41.27B | $39.90B | $37.73B | $37.20B | $34.05B | $26.60B | $24.61B | $24.52B | $21.38B | $19.13B | $13.33B | $9.52B | |
| Short-term Debt | · | · | · | · | · | · | · | $181M | $256M | $377M | $89M | · | |
| Total Liabilities | $35.29B | $34.21B | $32.43B | $31.87B | $29.01B | $22.37B | $20.94B | $21.32B | $18.52B | $16.39B | $10.83B | $7.20B | |
| Long-term Debt | $617M | $617M | $1.12B | $1.11B | $1.11B | $1.11B | $1.02B | $1.02B | $1.01B | $796M | $740M | $625M | |
| Total Debt | · | · | · | · | · | · | · | $181M | $256M | $377M | $237M | · | |
| Common Stock | $25M | $17M | $17M | $17M | $17M | $17M | $17M | $11M | $11M | $10M | $10M | $10M | |
| Paid-in Capital | $1.91B | $1.90B | $1.91B | $1.93B | $1.92B | $1.89B | $1.90B | $1.89B | $1.73B | $1.84B | · | $1.63B | |
| Treasury Stock | $786M | $630M | $637M | $352M | $351M | $308M | $320M | $181M | $39M | $100M | $105M | · | |
| AOCI | $-18M | $-76M | $-74M | $-118M | $5M | $28M | $-12M | $-73M | $-27M | $-39M | $-40M | $-38M | |
| Stockholders' Equity | $5.98B | $5.69B | $5.29B | $5.33B | $5.03B | $4.24B | $3.67B | $3.17B | $2.86B | $2.74B | $2.49B | $2.32B | |
| Liabilities + Equity | $41.27B | $39.90B | $37.73B | $37.20B | $34.05B | $26.60B | $24.61B | $24.52B | $21.38B | $19.13B | $13.33B | $9.52B |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $61M | $62M | $61M | $51M | $46M | $41M | $38M | $28M | $32M | $43M | $37M | $29M | |
| Deferred Tax | $-21M | $-31M | $16M | $13M | $32M | $-39M | $-7M | $14M | $118M | $46M | $-6M | $-9M | |
| Amort. of Intangibles | $34M | $24M | $21M | $20M | $18M | $20M | $16M | $13M | $12M | $14M | $10M | $12M | |
| Other Non-cash | $393M | $-273M | $-100M | $432M | $-30M | $1.16B | · | $93M | $329M | $-520M | $-453M | $40M | |
| Operating Cash Flow | $1.12B | $490M | $499M | $1.16B | $872M | $1.66B | $627M | $530M | $680M | $-441M | $-262M | $250M | |
| CapEx | $62M | $74M | $52M | $82M | $188M | $73M | $158M | $108M | $28M | $28M | $70M | $27M | |
| Investing Cash Flow | $-1.61B | $-2.31B | $1.04B | $-4.32B | $-6.97B | $-1.69B | $-350M | $-989M | $-2.65B | $-5.25B | · | $-393M | |
| Net Debt Issued | · | · | · | · | · | · | · | $-8M | · | $-9M | · | · | |
| Stock Repurchased | $245M | $144M | $444M | $106M | $173M | $58M | $215M | $170M | $13M | $113M | $118M | · | |
| Net Stock Activity | $-245M | $-144M | $-444M | $-106M | $-173M | $-58M | · | $-170M | $-13M | $-113M | $-118M | · | |
| Financing Cash Flow | $91M | $980M | $-255M | $3.19B | $5.79B | $1.20B | $-1.08B | $1.75B | $1.76B | $5.66B | · | $123M | |
| Net Change in Cash | $-395M | $-846M | $1.29B | $79M | $-303M | $1.18B | $-795M | $1.28B | $-199M | $-52M | $121M | $-27M | |
| Taxes Paid | $200M | $233M | $184M | $217M | $289M | $160M | $162M | $67M | $22M | $23M | · | · | |
| Free Cash Flow | $1.05B | $417M | $447M | $1.08B | $684M | $1.59B | · | $421M | $634M | $-377M | $-397M | $224M | |
| Levered FCF | $413M | $-356M | $-152M | $924M | $648M | $1.54B | · | $296M | $587M | $-416M | $-426M | $198M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 15.6% | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | 10.8% | 12.3% | 10.1% | 14.4% | 17.2% | 13.2% | · | 12.3% | 6.1% | 3.1% | 3.9% | 7.8% | |
| Pretax Margin | 13.7% | 15.6% | 13.7% | 19.3% | 22.3% | 17.1% | · | 16.7% | 9.0% | 5.4% | 6.0% | 12.9% | |
| EBITDA Margin | 0.96% | 16.7% | 1.2% | 1.1% | 0.95% | 1.1% | · | 0.87% | 1.1% | 1.6% | 1.5% | 1.3% | |
| ROA | 1.7% | 1.9% | 1.4% | 1.9% | 2.7% | 2.0% | · | 1.7% | 0.90% | 0.50% | 0.81% | 1.9% | |
| ROE | 11.7% | 13.0% | 9.9% | 12.6% | 16.8% | 12.2% | · | 13.1% | 6.5% | 3.1% | 3.8% | 8.0% | |
| ROIC | · | 12.9% | · | · | · | · | · | · | · | · | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | 0.1 | · | |
| Interest Coverage | · | 0.9 | · | · | · | · | · | · | · | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.1 | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.7% | 15.4% | 12.3% | -4.0% | 25.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.4% | 7.6% | 10.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -6.1% | 46.0% | -19.6% | -20.1% | 60.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 3.3% | -2.1% | 0.95% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -6.5% | 40.0% | -21.1% | -19.7% | 63.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 1.1% | -3.9% | 1.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.35B | $5.95B | $5.16B | $4.59B | $4.78B | $3.82B | $3.51B | $3.19B | $3.00B | $2.64B | $2.38B | $2.25B | |
| Net Income TTM | $684M | $731M | $523M | $662M | $825M | $503M | $448M | $394M | $183M | $82M | $92M | $176M | |
| P/E | 14.2 | 11.3 | 10.8 | 7.3 | 7.0 | 8.1 | 7.4 | 5.8 | 12.4 | 22.2 | 16.0 | 9.8 | |
| Earnings Yield | 7.0% | 8.8% | 9.3% | 13.7% | 14.2% | 12.4% | 13.6% | 17.1% | 8.1% | 4.5% | 6.3% | 10.2% |
Estado de resultados 11
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.67B | $1.75B | $1.63B | $1.49B | $1.47B | $1.59B | $1.48B | $1.47B | $1.42B | $1.39B | $1.27B | $1.24B | $1.26B | $1.24B | $1.10B | $1.13B | |
| Interest Expense | $187M | $192M | $205M | $207M | $214M | $228M | $251M | $247M | $255M | $244M | $221M | $191M | $155M | $115M | $60M | $17M | |
| Interest Income | $451M | $469M | $482M | $477M | $476M | $501M | $511M | $498M | $507M | $516M | $505M | $483M | $452M | $417M | $304M | $213M | |
| Pretax Income | $326M | $308M | $286M | $214M | $63M | $266M | $217M | $227M | $219M | $206M | $109M | $181M | $210M | $234M | $206M | $219M | |
| Income Tax | $75M | $44M | $75M | $59M | $10M | $22M | $58M | $62M | $55M | $44M | $41M | $47M | $52M | $57M | $55M | $58M | |
| Net Income | $251M | $264M | $211M | $155M | $53M | $244M | $159M | $165M | $164M | $162M | $68M | $134M | $158M | $177M | $151M | $161M | |
| EPS (Basic) | $1.56 | $2.46 | $1.96 | $1.41 | $0.28 | $2.26 | $1.43 | $1.50 | $1.48 | $1.48 | $0.55 | $1.16 | $1.36 | $1.55 | $1.30 | $1.39 | |
| EPS (Diluted) | $1.48 | $2.30 | $1.84 | $1.34 | $0.26 | $2.10 | $1.34 | $1.41 | $1.40 | $1.38 | $0.52 | $1.10 | $1.28 | $1.43 | $1.21 | $1.29 | |
| Shares (Basic) | 155,508,000 | -207,735,000 | 103,119,000 | 103,349,000 | 157,146,000 | -208,325,000 | 103,966,000 | 104,150,000 | 104,275,000 | -216,105,000 | 106,068,000 | 107,944,000 | 108,754,000 | -218,207,000 | 108,767,000 | 109,083,000 | |
| Shares (Diluted) | 163,444,000 | -219,488,000 | 110,058,000 | 108,847,000 | 165,953,000 | -220,289,000 | 110,994,000 | 110,285,000 | 109,985,000 | -228,996,000 | 113,195,000 | 113,864,000 | 115,390,000 | -235,218,000 | 117,218,000 | 117,400,000 | |
| EBITDA | $15M | · | · | · | $15M | · | · | · | $16M | · | · | · | $15M | · | · | · |
Balance general 13
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.90B | $2.25B | $3.18B | $1.86B | $2.73B | $2.65B | $1.92B | $2.62B | $3.41B | $3.36B | $2.77B | $1.91B | $2.77B | $2.20B | $1.41B | $1.58B | |
| PP&E (Net) | $230M | $197M | $198M | $197M | $195M | $193M | $191M | $326M | $301M | · | $196M | $198M | $201M | · | $177M | $171M | |
| Goodwill | $1.46B | $1.46B | $1.48B | $1.48B | $1.40B | $1.40B | $1.39B | $1.39B | $1.39B | · | $1.40B | $1.38B | $1.38B | · | $1.32B | $1.31B | |
| Intangibles | $97M | $108M | $110M | $115M | $108M | $114M | $117M | $121M | $127M | · | $127M | $127M | $132M | · | $135M | $135M | |
| Total Assets | $42.89B | $41.27B | $41.69B | $39.86B | $40.38B | $39.90B | $38.93B | $37.81B | $38.26B | · | $37.88B | $37.30B | $38.60B | · | $37.61B | $36.48B | |
| Total Liabilities | $36.91B | $35.29B | $35.93B | $34.26B | $34.85B | $34.21B | $33.38B | $32.41B | $32.98B | · | $32.63B | $31.96B | $33.27B | · | $32.38B | $31.35B | |
| Long-term Debt | $618M | $617M | $617M | $617M | $617M | $617M | $616M | $1.12B | $1.12B | · | $1.12B | $1.12B | $1.11B | · | $1.11B | $1.11B | |
| Common Stock | $25M | $17M | $17M | $17M | $17M | $17M | $17M | $17M | $17M | · | $17M | $17M | $17M | · | $17M | $17M | |
| Paid-in Capital | $1.82B | $1.92B | $1.87B | $1.84B | $1.81B | $1.90B | $1.87B | $1.84B | $1.81B | · | $1.89B | $1.86B | $1.83B | · | $1.91B | $1.88B | |
| Treasury Stock | $790M | $786M | $751M | $722M | $644M | $630M | $594M | $576M | $564M | · | $510M | $398M | $323M | · | $297M | $300M | |
| AOCI | $-27M | $-18M | $-26M | $-34M | $-52M | $-76M | $-40M | $-85M | $-84M | · | $-134M | $-105M | $-92M | · | $-144M | $-110M | |
| Stockholders' Equity | $5.98B | $5.98B | $5.76B | $5.60B | $5.54B | $5.69B | $5.56B | $5.40B | $5.27B | $5.29B | $5.24B | $5.34B | $5.33B | $5.33B | $5.23B | $5.12B | |
| Liabilities + Equity | $42.89B | $41.27B | $41.69B | $39.86B | $40.38B | $39.90B | $38.93B | $37.81B | $38.26B | · | $37.88B | $37.30B | $38.60B | · | $37.61B | $36.48B |
Flujo de Efectivo 16
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $17M | $16M | $17M | $14M | $14M | $15M | $14M | $12M | $12M | |
| Deferred Tax | $18M | $34M | $-12M | $-13M | $-30M | $13M | $-22M | $-19M | $-3M | $49M | $-28M | $-18M | $13M | $28M | $-16M | $-25M | |
| Amort. of Intangibles | $11M | $17M | $6M | $6M | $5M | $6M | $6M | $6M | $6M | $7M | $5M | $5M | $4M | $5M | $4M | $6M | |
| Other Non-cash | $-627M | · | · | · | $-250M | · | · | · | $-786M | · | · | · | $-571M | · | · | · | |
| Operating Cash Flow | $-343M | $382M | $338M | $607M | $-211M | $424M | $469M | $477M | $-610M | $275M | $230M | $379M | $-385M | $858M | $500M | $423M | |
| CapEx | $48M | $13M | $17M | $15M | $17M | $17M | $13M | $34M | $10M | $13M | $12M | $11M | $15M | $37M | $18M | $14M | |
| Investing Cash Flow | $-256M | $-673M | $-354M | $-414M | $-173M | $-495M | $-1.65B | $-911M | $477M | $866M | $145M | $323M | $-290M | $264M | $-1.70B | $-1.95B | |
| Debt Issued | $45M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $35M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $96M | $38M | $31M | $83M | $93M | $46M | $20M | $18M | $61M | $144M | $119M | $87M | $95M | $75M | $0 | $31M | |
| Net Stock Activity | $-96M | · | · | · | $-93M | · | · | · | $-61M | · | · | · | $-95M | · | · | · | |
| Financing Cash Flow | $1.25B | $-646M | $1.31B | $-1.03B | $457M | $813M | $465M | $-383M | $85M | $-424M | $500M | $-1.56B | $1.23B | $-353M | $979M | $1.39B | |
| Net Change in Cash | $646M | $-934M | $1.29B | $-828M | $76M | $733M | $-712M | $-817M | $-49M | $722M | $872M | $-857M | $557M | $783M | $-161M | $-117M | |
| Taxes Paid | $6M | $78M | $41M | $74M | $8M | $48M | $34M | $36M | $115M | $79M | $9M | $91M | $4M | $54M | $51M | $102M | |
| Free Cash Flow | $-390M | · | · | · | $-228M | · | · | · | $-619M | · | · | · | $-400M | · | · | · | |
| Levered FCF | $-535M | · | · | · | $-406M | · | · | · | $-810M | · | · | · | $-517M | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.1% | · | 12.9% | 10.4% | 3.6% | · | 10.7% | 11.3% | 11.5% | · | 5.4% | 10.8% | 12.5% | · | 13.7% | 14.3% | |
| Pretax Margin | 19.6% | · | 17.5% | 14.3% | 4.3% | · | 14.7% | 15.5% | 15.4% | · | 8.6% | 14.6% | 16.6% | · | 18.6% | 19.4% | |
| EBITDA Margin | 0.92% | · | · | · | 1.0% | · | · | · | 1.1% | · | · | · | 1.2% | · | · | · | |
| ROA | 0.60% | · | 0.52% | 0.40% | 0.13% | · | 0.41% | 0.44% | 0.43% | · | 0.18% | 0.36% | 0.43% | · | 0.44% | 0.49% | |
| ROE | 4.4% | · | 3.7% | 2.8% | 0.98% | · | 2.9% | 3.1% | 3.1% | · | 1.3% | 2.6% | 3.0% | · | 3.0% | 3.3% |
Eficiencia 1
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
Valoración (TTM) 4
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.26B | · | $6.07B | $5.90B | $5.83B | · | $5.62B | $5.39B | $5.19B | · | $4.87B | $4.73B | $4.62B | · | $4.51B | $4.57B | |
| Net Income TTM | $671M | · | $578M | $532M | $540M | · | $556M | $531M | $524M | · | $511M | $604M | $643M | · | $678M | $725M | |
| P/E | 15.0 | · | 15.4 | 15.4 | 13.8 | · | 13.4 | 12.7 | 12.1 | · | 10.0 | 8.2 | 7.6 | · | 6.4 | 6.4 | |
| Earnings Yield | 6.7% | · | 6.5% | 6.5% | 7.2% | · | 7.5% | 7.9% | 8.2% | · | 10.0% | 12.3% | 13.1% | · | 15.7% | 15.6% |
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 | $6.35B | $5.95B | $5.16B | $4.59B | $4.78B |
| Margen Operativo % | — | 15.6% | — | — | — |
| Beneficio neto | $684M | $731M | $523M | $662M | $825M |
| EPS Diluido | $5.87 | $6.25 | $4.28 | $5.32 | $6.66 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.05B | $417M | $447M | $1.08B | $684M |
Últimas noticias Noticias recientes que mencionan a esta empresa
- Waste Of The Day: Mismanagement At SF Zoo
- Cómo una valla de 24 millas dividió la costa norte de California y desató una lucha política de cuatro años
- ABB se compromete a invertir 200 millones de dólares para expandir la capacidad de equipos para redes eléctricas en Europa
- Michael Burry Le Ha Perdido la Fe a Palantir y Está Apostando por Esta Otra Acción de Software de Inteligencia Artificial (AI) Golpeada en su Lugar
- Stifel Financial Corp. Ingresos del primer trimestre aumentan
- Stifel Financial para llegar a un acuerdo con clientes que ganaron un laudo de arbitraje de $133 millones
- Preocupaciones por la IA presionaron a Stifel Financial Corp. (SF) en el T1
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 640 declarantes · $7.6B 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 |
|---|---|---|---|---|
| 67 (-19 vs trimestre anterior) | 91 (+29 vs trimestre anterior) | 180 (-288 vs trimestre anterior) | 243 (+179 vs trimestre anterior) | +17.7M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1 103 021 532 | 8 808 669 | 14,51% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $499 810 791 | 7 163 692 | 6,58% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $464 623 408 | 6 659 358 | 6,11% | Acciones |
| FMR LLC | $449 160 240 | 6 437 728 | 5,91% | Acciones |
| STATE STREET CORP | $340 183 519 | 4 875 785 | 4,48% | Acciones |
| STIFEL FINANCIAL CORP | $270 380 228 | 3 875 308 | 3,56% | Acciones |
| EARNEST PARTNERS LLC | $251 767 138 | 3 608 530 | 3,31% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $194 946 703 | 2 637 266 | 2,56% | Acciones |
| Capital Research Global Investors | $187 247 610 | 2 683 784 | 2,46% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $175 850 663 | 2 520 433 | 2,31% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $159 902 666 | 2 291 092 | 2,10% | Acciones |
| NORGES BANK | $143 843 972 | 2 061 688 | 1,89% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $137 599 906 | 1 972 193 | 1,81% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $132 433 298 | 1 898 141 | 1,74% | Acciones |
| Fisher Asset Management, LLC | $115 267 972 | 1 652 113 | 1,52% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $110 879 391 | 1 589 213 | 1,46% | Acciones |
| Qube Research & Technologies Ltd | $106 296 618 | 1 523 529 | 1,40% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $100 293 498 | 1 437 487 | 1,32% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $98 039 000 | 1 405 150 | 1,29% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $92 563 095 | 1 326 689 | 1,22% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $85 614 069 | 1 227 090 | 1,13% | Acciones |
| ALGEBRIS (UK) LTD | $70 085 540 | 1 007 696 | 0,92% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $67 229 395 | 963 586 | 0,88% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $61 059 843 | 875 159 | 0,80% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $52 825 379 | 757 136 | 0,70% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $48 092 635 | 689 303 | 0,63% | Acciones |
| Fiera Capital Corp | $47 680 051 | 683 389 | 0,63% | Acciones |
| GOLDMAN SACHS GROUP INC | $47 153 706 | 675 845 | 0,62% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $46 425 795 | 665 412 | 0,61% | Acciones |
| BANK OF AMERICA CORP /DE/ | $46 412 888 | 665 227 | 0,61% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $44 553 043 | 638 582 | 0,59% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $41 999 586 | 601 972 | 0,55% | Acciones |
| CITADEL ADVISORS LLC | $41 262 257 | 591 404 | 0,54% | Acciones |
| Squarepoint Ops LLC | $40 873 638 | 585 834 | 0,54% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $39 165 748 | 561 354 | 0,52% | Acciones |
| BANK OF NOVA SCOTIA | $36 267 214 | 519 811 | 0,48% | Acciones |
| LOOMIS SAYLES & CO L P | $35 127 478 | 503 475 | 0,46% | Acciones |
| Assenagon Asset Management S.A. | $34 240 465 | 490 762 | 0,45% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $33 384 955 | 478 500 | 0,44% | Acciones |
| Prana Capital Management, LP | $33 373 224 | 478 332 | 0,44% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $32 827 832 | 470 515 | 0,43% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $32 223 833 | 461 858 | 0,42% | Acciones |
| Walleye Capital LLC | $31 699 232 | 454 339 | 0,42% | Acciones |
| FIRST TRUST ADVISORS LP | $31 385 657 | 449 845 | 0,41% | Acciones |
| ALGERT GLOBAL LLC | $28 592 932 | 409 817 | 0,38% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $28 430 926 | 407 495 | 0,37% | Acciones |
| RHUMBLINE ADVISERS | $27 161 472 | 389 273 | 0,36% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $26 151 401 | 374 823 | 0,34% | Acciones |
| Retirement Systems of Alabama | $25 828 296 | 370 192 | 0,34% | Acciones |
| MACKENZIE FINANCIAL CORP | $24 773 025 | 355 067 | 0,33% | Acciones |
| California Public Employees Retirement System | $23 346 786 | 334 625 | 0,31% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $23 288 877 | 333 795 | 0,31% | Acciones |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $23 008 541 | 329 777 | 0,30% | Acciones |
| BlackRock, Inc. | $22 231 513 | 318 640 | 0,29% | Acciones |
| Glenmede Investment Management, LP | $21 455 248 | 189 083 | 0,28% | Acciones |
| Swiss National Bank | $21 127 682 | 302 819 | 0,28% | Acciones |
| WINTON GROUP Ltd | $20 913 418 | 299 748 | 0,28% | Acciones |
| Boston Partners | $19 166 730 | 274 713 | 0,25% | Acciones |
| NATIXIS | $18 653 777 | 267 361 | 0,25% | Acciones |
| Quantinno Capital Management LP | $18 467 105 | 264 685 | 0,24% | Acciones |
| BARCLAYS PLC | $18 357 114 | 263 109 | 0,24% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $17 490 780 | 250 692 | 0,23% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $17 242 400 | 247 132 | 0,23% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $16 832 013 | 241 250 | 0,22% | Acciones |
| Voleon Capital Management LP | $16 486 511 | 236 298 | 0,22% | Acciones |
| PDT Partners, LLC | $16 044 867 | 229 968 | 0,21% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $15 951 585 | 228 631 | 0,21% | Acciones |
| GLENMEDE TRUST CO NA | $15 881 535 | 227 627 | 0,21% | Acciones |
| Nuveen Asset Management, LLC | $15 207 098 | 143 355 | 0,20% | Acciones |
| Access Investment Management LLC | $14 932 455 | 214 024 | 0,20% | Acciones |
| AMERIPRISE FINANCIAL INC | $14 707 203 | 210 796 | 0,19% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $14 153 891 | 202 865 | 0,19% | Acciones |
| Moran Wealth Management, LLC | $14 078 330 | 201 782 | 0,19% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13 674 920 | 196 000 | 0,18% | Acciones |
| ExodusPoint Capital Management, LP | $13 427 934 | 192 460 | 0,18% | Acciones |
| Ancora Advisors LLC | $13 162 730 | 188 659 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13 123 609 | 177 538 | 0,17% | Acciones |
| XTX Topco Ltd | $12 304 219 | 176 354 | 0,16% | Acciones |
| Schonfeld Strategic Advisors LLC | $11 670 845 | 167 276 | 0,15% | Acciones |
| Caisse de depot et placement du Quebec | $11 664 428 | 167 184 | 0,15% | Acciones |
| EULAV Asset Management | $10 928 284 | 156 633 | 0,14% | Acciones |
| Amundi | $10 736 556 | 153 885 | 0,14% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10 475 966 | 150 150 | 0,14% | Acciones |
| CWM, LLC | $10 361 442 | 140 171 | 0,14% | Acciones |
| AEGON ASSET MANAGEMENT UK Plc | $10 245 515 | 146 847 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $10 053 299 | 144 092 | 0,13% | Acciones |
| Cubist Systematic Strategies, LLC | $9 721 396 | 85 674 | 0,13% | Acciones |
| Channing Capital Management, LLC | $8 954 561 | 128 344 | 0,12% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $8 691 179 | 124 569 | 0,11% | Acciones |
| BENJAMIN EDWARDS INC | $8 671 572 | 124 288 | 0,11% | Acciones |
| HEARTLAND ADVISORS INC | $8 487 730 | 121 653 | 0,11% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $8 457 937 | 121 226 | 0,11% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $8 313 948 | 119 161 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 204 952 | 117 600 | 0,11% | Opción de compra |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7 764 704 | 111 290 | 0,10% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7 716 213 | 110 595 | 0,10% | Acciones |
| Quantbot Technologies LP | $7 347 758 | 105 314 | 0,10% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $7 292 570 | 104 523 | 0,10% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $7 278 127 | 104 316 | 0,10% | Acciones |
| Edgestream Partners, L.P. | $7 103 493 | 101 813 | 0,09% | Acciones |
Informantes de la empresa 54 insiders · 17 directivos · 27 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ronald J Kruszewski | Chief Executive Officer | 27 de febrero de 2026 A | 1 255 459 | 0 | 0 | $0 |
| Christopher K Reichert | CEO of Stifel Bank & Trust | 27 de febrero de 2026 A | 59 480 | 0 | 0 | $0 |
| James M Marischen | Chief Financial Officer | 27 de febrero de 2026 A | 75 030 | 0 | 0 | $0 |
| James M Zemlyak | President | 27 de febrero de 2026 A | 1 170 720 | 4 | 1 | $-102 |
| Scott B Mccuaig | PRESIDENT RETAIL GROUP | 17 de enero de 2012 M | 380 567 | 0 | 0 | $0 |
| Walter F Imhoff | HANIFIN PRESIDENT | 5 de octubre de 2007 S | 48 833 | 0 | 0 | $0 |
| David D Sliney | Chief Operating Officer | 27 de febrero de 2026 A | 169 940 | 0 | 0 | $0 |
| Thomas B. Michaud | Senior Vice President | 27 de febrero de 2026 A | 86 490 | 0 | 0 | $0 |
| Mark P Fisher | Senior VP & General Counsel | 27 de febrero de 2026 A | 54 651 | 0 | 0 | $0 |
| Ben A Plotkin | Vice Chairman and SVP | 3 de marzo de 2020 M | 98 933 | 0 | 0 | $0 |
| Richard J Himelfarb | Senior Vice President | 3 de marzo de 2020 M | 95 177 | 0 | 0 | $0 |
| Thomas P Mulroy | Director | 2 de marzo de 2017 A | 109 954 | 0 | 0 | $0 |
| David M Minnick | General Counsel & Senior VP | 6 de enero de 2017 M | 0 | 0 | 0 | $0 |
| Stephen Chad Estep | Senior Vice President | 9 de junio de 2015 S | 904 | 0 | 0 | $0 |
| Bernard N Burkemper | Controller | 12 de mayo de 2014 S | 28 496 | 0 | 0 | $0 |
| Joseph A Sullivan | Director | 15 de octubre de 2008 M | 167 986 | 0 | 0 | $0 |
| Tom Prince | GENERAL COUNSEL | 18 de junio de 2004 P | 3 441 | 0 | 0 | $0 |
| Lisa Landau Carnoy | Consejero | 9 de junio de 2026 A | 10 611 | 0 | 0 | $0 |
| James P. Kavanaugh | Consejero | 9 de junio de 2026 A | 13 626 | 0 | 0 | $0 |
| Adam T. Berlew | Consejero | 9 de junio de 2026 A | 24 475 | 0 | 0 | $0 |
| Maryam S. Brown | Consejero | 9 de junio de 2026 A | 10 429 | 0 | 0 | $0 |
| Maura A. Markus | Consejero | 9 de junio de 2026 A | 44 688 | 0 | 0 | $0 |
| Victor Nesi | Consejero | 9 de junio de 2026 A | 165 047 | 0 | 0 | $0 |
| Robert Edward Grady | Consejero | 9 de junio de 2026 A | 15 429 | 0 | 0 | $0 |
| David A Peacock | Consejero | 9 de junio de 2026 A | 13 764 | 0 | 0 | $0 |
| Michael J Zimmerman | Consejero | 9 de junio de 2026 A | 71 562 | 0 | 0 | $0 |
| Michael W Brown | Consejero | 9 de junio de 2026 A | 103 264 | 0 | 0 | $0 |
| Thomas W Weisel | Consejero | 18 de febrero de 2026 M | 12 871 | 0 | 0 | $0 |
| Daniel J. Ludeman | Consejero | 9 de marzo de 2025 M | 14 442 | 0 | 0 | $0 |
| Kathleen Brown | Consejero | 13 de junio de 2023 M | 22 090 | 0 | 0 | $0 |
| James M Oates | Consejero | 2 de junio de 2021 S | 4 996 | 0 | 0 | $0 |
| John P Dubinsky | Consejero | 3 de junio de 2020 S | 16 281 | 0 | 0 | $0 |
| Kelvin R Westbrook | Consejero | 6 de junio de 2018 M | 27 109 | 0 | 0 | $0 |
| Bruce A Beda | Consejero | 6 de junio de 2017 M | 45 588 | 0 | 0 | $0 |
| Charles A Dill | Consejero | 16 de junio de 2016 M | 73 820 | 0 | 0 | $0 |
| Alton F Irby III | Consejero | 16 de junio de 2016 M | 31 246 | 0 | 0 | $0 |
| Robert E Lefton | Consejero | 31 de diciembre de 2015 M | 24 620 | 0 | 0 | $0 |
| Richard F Ford | Consejero | 22 de junio de 2012 M | 49 632 | 0 | 0 | $0 |
| Robert J Baer | Consejero | 22 de julio de 2009 M | 14 101 | 0 | 0 | $0 |
| George H Walker III | Consejero | 21 de septiembre de 2005 G | 678 488 | 0 | 0 | $0 |
| BANKATLANTIC BANCORP INC | Propietario del 10% | 18 de marzo de 2008 J | 724 078 | 0 | 0 | $0 |
| Charles Bradford Raymond | — | 9 de marzo de 2026 M | 88 337 | 0 | 0 | $0 |
| David Rubulotta | — | 27 de febrero de 2026 A | 992 | 0 | 1 | $-49 724 |
| Brantley Mcduffie | — | 27 de febrero de 2026 A | 1 254 | 0 | 0 | $0 |
| Allen Brautigam | — | 3 de marzo de 2020 M | 32 281 | 0 | 0 | $0 |
| Frederick O Hanser | — | 17 de septiembre de 2018 G | 39 905 | 0 | 0 | $0 |
| Thomas R Kendrick | — | 11 de enero de 2008 M | 34 298 | 0 | 0 | $0 |
| Steven H Bell | — | 11 de enero de 2008 M | 26 679 | 0 | 0 | $0 |
| Michael F Imhoff | — | 11 de enero de 2008 M | 36 370 | 0 | 0 | $0 |
| Joseph J Schlafly | — | 11 de enero de 2008 M | 29 945 | 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 |
|---|---|---|---|---|---|
| Stifel Financial Corp. (2) | 16 de agosto de 2012 | — | Presentación inicial | — | SEC |
| BankAtlantic Bancorp, Inc. (I.R.S. No. ×2 presentaciones | 25 de marzo de 2008 | — | Presentación inicial | — | SEC |
| BankAtlantic Bancorp, Inc. | 9 de marzo de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 5 de septiembre de 2002 | — | 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 111 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 |
|---|---|---|---|---|
| MDPL · Northern Lights Fund Trust IV | 3,05% | 26 480 NS | 31 de mayo de 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 2,37% | 1 333 NS | 30 de abril de 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 1,94% | 1 225 NS | 30 de abril de 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,80% | 1 026 NS | 30 de abril de 2026 | N-PORT |
| IAI · iShares Trust | 1,14% | 185 961 SH | 8 de agosto de 2026 | Diario |
| XMVM · Invesco Exchange-Traded Fund Trust | 1,06% | 64 559 SH | 8 de agosto de 2026 | Diario |
| FDIV · EA Series Trust | 1,00% | 9 227 NS | 30 de abril de 2026 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0,93% | 20 388 NS | 30 de abril de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,91% | 149 648 NS | 30 de abril de 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,68% | 1 321 110 | 8 de agosto de 2026 | Diario |
| MIDE · DBX ETF Trust | 0,43% | 206 NS | 29 de mayo de 2026 | N-PORT |
| XJH · iShares Trust | 0,41% | 20 922 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,38% | 20 204 SH | 8 de agosto de 2026 | Diario |
| JSTC · Tidal Trust I | 0,38% | 18 105 NS | 31 de mayo de 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 0,38% | 156 763 | 8 de agosto de 2026 | Diario |
| IJK · iShares Trust | 0,38% | 493 100 SH | 8 de agosto de 2026 | Diario |
| CVY · Invesco Exchange-Traded Fund Trust | 0,36% | 5 439 SH | 8 de agosto de 2026 | Diario |
| IJH · iShares Trust | 0,35% | 5 292 938 SH | 8 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,35% | 17 499 NS | 30 de abril de 2026 | N-PORT |
| PFF · iShares Trust | 0,33% | 2 260 635 SH | 8 de agosto de 2026 | Diario |
| IJJ · iShares Trust | 0,33% | 351 137 SH | 8 de agosto de 2026 | Diario |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,32% | 43 123 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,32% | 24 893 NS | 30 de abril de 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0,31% | 30 394 NS | 30 de abril de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,31% | 83 250 SH | 8 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,30% | 49 293 SH | 8 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,29% | 247 895 SH | 8 de agosto de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,28% | 59 272 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,27% | 32 042 SH | 8 de agosto de 2026 | Diario |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,25% | 22 557 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 61 563 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,24% | 2 526 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,24% | 70 725 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,23% | 5 269 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,22% | 2 121 437 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,20% | 21 973 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,20% | 259 006 NS | 31 de mayo de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,20% | 412 917 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,20% | 6 850 SH | 8 de agosto de 2026 | Diario |
| IYF · iShares Trust | 0,19% | 99 258 SH | 8 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,18% | 2 879 NS | 30 de abril de 2026 | N-PORT |
| IYG · iShares Trust | 0,17% | 46 234 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,17% | 59 003 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,17% | 74 353 SH | 8 de agosto de 2026 | Diario |
| UMDD · ProShares Trust | 0,16% | 736 NS | 31 de mayo de 2026 | N-PORT |
| SMLF · iShares Trust | 0,16% | 81 781 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,16% | 277 429 NS | 30 de abril de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,14% | 40 617 NS | 30 de abril de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,14% | 5 190 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,14% | 11 390 SH | 8 de agosto de 2026 | Diario |