En esta página
01SHOO precio
02Instantánea
03Gráfico
04Divisiones de acciones
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
26Mis Métricas
SHOO Steven Madden, Ltd. - Common Stock
NASDAQ · Textiles, Apparel & Luxury Goods · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 31, 2026
$45,97
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$31,33mínimo 52 semanas
$49,70máximo 52 semanas
Capitalización Bursátil (MRQ)
$3.36B
P/E (TTM)
23.0
BPA (TTM)
$2.00
Ingresos (TTM)
$2.74B
tus insignias
Rango 52S
$31–$50
Calificación del Analista
BUY
Precio Objetivo
$52
P/E
23.0
ROE
16.5%
Margen de Beneficio Neto
5.3%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
SHOO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$45.97
Capitalización Bursátil (MRQ)
$3.36B
P/E (TTM)
23.0
BPA (TTM)
$2.00
Ingresos (TTM)
$2.74B
Rendimiento div.
1.8%
ROE (TTM)
16.5%
Deuda/Capital (MRQ)
0.1
Rango 52S
$31–$50
SHOO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 12 de octubre de 2018 | 3-for-2 | Adelante |
| 2 de octubre de 2013 | 3-for-2 | Adelante |
| 1 de junio de 2011 | 3-for-2 | Adelante |
| 3 de mayo de 2010 | 3-for-2 | Adelante |
| 26 de mayo de 2006 | 3-for-2 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$2.53B2023-12-31 → 2025-12-31
BPA$0.632023-12-31 → 2025-12-31
Flujo de caja libre$120M2023-12-31 → 2025-12-31
Margen neto5.3%2023-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | SHOO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 23.0 | · | 12.5 | Sobrevalorado | |
| P/S (TTM) | 1.2 | · | 1.3 | Valor razonable | |
| P/C (MRQ) | 3.6 | · | 3.7 | Valor razonable | |
| EV / EBITDA | 30.5 | · | · | · | |
| Precio / FCF (TTM) | 15.0 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 12.7 | · | 12.7 | Sobrevalorado | |
| EV / Revenue (EV / Ingresos) | 1.4 | · | · | · | |
| EV / FCF | 29.1 | · | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 5.1 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | SHOO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 46.1% | · | 46.5% | En línea | |
| Margen Operativo (TTM) | 7.5% | · | 12.3% | Débil | |
| Margen EBITDA (TTM) | 8.9% | · | 9.3% | Débil | |
| Margen antes de impuestos (TTM) | 7.0% | · | 8.2% | Débil | |
| Margen de Beneficio Neto (TTM) | 5.3% | · | 6.7% | Débil | |
| ROA (TTM) | 7.8% | · | 4.8% | Débil | |
| ROE (TTM) | 16.5% | · | 9.1% | Débil | |
| ROIC | 4.6% | · | 4.6% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | SHOO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.1 | · | 0.5 | Baja deuda | |
| Ratio corriente (MRQ) | 1.9 | · | 2.0 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.2 | · | 0.8 | Baja liquidez | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.1 | · | 0.4 | Baja deuda |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | SHOO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 11.0% | · | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 6.1% | · | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 16.1% | · | · | · | |
| EPS YoY (EPS interanual) | -73.2% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -72.1% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -39.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -39.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | SHOO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.5 | · | 1.1 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 4.4 | · | 4.1 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$603.4K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo1.8%
Ratio de Pago124.4%
Pago anualizado≈$0.84
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 11, 2026 | $0,21 | USD | ≈2.0% |
| Jun 8, 2026 | $0,21 | USD | ≈1.9% |
| Mar 11, 2026 | $0,21 | USD | ≈2.5% |
| Dic 15, 2025 | $0,21 | USD | ≈1.9% |
| Sep 12, 2025 | $0,21 | USD | ≈2.7% |
| Jun 9, 2025 | $0,21 | USD | ≈3.2% |
| Mar 10, 2025 | $0,21 | USD | ≈3.0% |
| Dic 13, 2024 | $0,21 | USD | ≈1.9% |
| Sep 13, 2024 | $0,21 | USD | ≈1.8% |
| Jun 10, 2024 | $0,21 | USD | ≈1.9% |
| Mar 7, 2024 | $0,21 | USD | ≈2.0% |
| Dic 14, 2023 | $0,21 | USD | ≈2.0% |
| Sep 14, 2023 | $0,21 | USD | ≈2.6% |
| Jun 9, 2023 | $0,21 | USD | ≈2.5% |
| Mar 9, 2023 | $0,21 | USD | ≈2.4% |
| Dic 15, 2022 | $0,21 | USD | ≈2.6% |
| Sep 15, 2022 | $0,21 | USD | ≈2.7% |
| Jun 10, 2022 | $0,21 | USD | ≈2.0% |
| Mar 10, 2022 | $0,21 | USD | ≈1.7% |
| Dic 16, 2021 | $0,15 | USD | ≈1.3% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
12.0%
Próximo informe
Nov 03, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $0.44 | $0.33 | 34.4% |
| 31 de marzo de 2026 | May 13, 2026 | $0.45 | $0.39 | 14.3% |
| 31 de diciembre de 2025 | $0.48 | $0.48 | 0.38% | |
| 30 de septiembre de 2025 | $0.43 | $0.45 | -3.7% | |
| 30 de junio de 2025 | $0.20 | $0.21 | -3.2% | |
| 31 de marzo de 2025 | $0.60 | $0.46 | 29.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.53B | $2.28B | $1.98B | $2.12B | $1.87B | $1.20B | $1.79B | |
| Cost of Revenue | $1.48B | $1.35B | $1.15B | $1.25B | $1.10B | $737M | $1.10B | |
| Gross Profit | $1.05B | $937M | $832M | $874M | $767M | $465M | $686M | |
| Operating Expenses | · | · | · | · | · | $415M | $503M | |
| Operating Income | $81M | $225M | $213M | $282M | $244M | $-32M | $177M | |
| Pretax Income | $78M | $230M | $221M | $282M | $242M | $-30M | $181M | |
| Income Tax | $29M | $55M | $47M | $65M | $50M | $-12M | $40M | |
| Net Income | $49M | $176M | $174M | $217M | $192M | $-18M | $142M | |
| EPS (Basic) | $0.63 | $2.38 | $2.34 | $2.84 | $2.43 | $-0.23 | $1.78 | |
| EPS (Diluted) | $0.63 | $2.35 | $2.30 | $2.77 | $2.34 | $-0.23 | $1.69 | |
| Shares (Diluted) | 71,181,000 | 71,963,000 | 74,565,000 | 78,069,000 | 81,628,000 | 78,635,000 | 83,646,000 | |
| EBITDA | $114M | $245M | $229M | $302M | $259M | $-14M | $198M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $112M | $190M | $205M | $275M | $219M | $248M | $264M | |
| Short-term Investments | $0 | $13M | $15M | $15M | $44M | $39M | $41M | |
| Receivables | $7M | $5M | $5M | $8M | $365M | $253M | $216M | |
| Inventory | $417M | $258M | $229M | $229M | $255M | $101M | $137M | |
| Prepaid Expense | $47M | $34M | $29M | $23M | $21M | $17M | $22M | |
| Current Assets | $1.00B | $895M | $855M | $844M | $945M | $698M | $719M | |
| PP&E (Net) | $116M | $57M | $47M | $41M | $36M | $43M | $66M | |
| PP&E (Gross) | $304M | $222M | $205M | $191M | $179M | $179M | $176M | |
| Accum. Depreciation | $177M | $153M | $145M | $136M | $129M | $121M | $110M | |
| Goodwill | $255M | $184M | $180M | $168M | $168M | $168M | $171M | |
| Intangibles | $281M | $113M | $126M | $101M | $112M | $115M | $163M | |
| Other Non-current Assets | $23M | $22M | $16M | $12M | $4M | $5M | $3M | |
| Total Assets | $1.91B | $1.41B | $1.35B | $1.26B | $1.36B | $1.14B | $1.28B | |
| Accounts Payable | $197M | $207M | $161M | $131M | $137M | $74M | $62M | |
| Accrued Liabilities | $259M | $142M | $155M | $139M | $243M | $118M | $170M | |
| Current Liabilities | $526M | $414M | $378M | $321M | $435M | $236M | $281M | |
| Capital Leases | $193M | $110M | $99M | $79M | $80M | $99M | $133M | |
| Deferred Tax | $36M | $5M | $9M | $4M | $3M | $3M | $6M | |
| Total Liabilities | $1.01B | $536M | $500M | $414M | $535M | $347M | $437M | |
| Long-term Debt | $234M | $0 | · | · | · | · | · | |
| Total Debt | $234M | · | · | · | · | · | · | |
| Common Stock | $7.0K | $7.0K | $7.0K | $8.0K | $8.0K | $8.0K | $6.0K | |
| Paid-in Capital | $654M | $614M | $586M | $520M | $496M | $478M | $454M | |
| Retained Earnings | $1.77B | $1.79B | $1.68B | $1.57B | $1.42B | $1.28B | $1.31B | |
| Treasury Stock | $1.53B | $1.51B | $1.41B | $1.22B | $1.08B | $952M | $906M | |
| AOCI | $-29M | $-48M | $-29M | $-36M | $-30M | $-29M | $-30M | |
| Stockholders' Equity | $866M | $848M | $830M | $832M | $812M | $777M | $829M | |
| Liabilities + Equity | $1.91B | $1.41B | $1.35B | $1.26B | $1.36B | $1.14B | $1.28B | |
| Shares Outstanding | 72,674,000 | 72,157,000 | 73,681,000 | 76,796,000 | 80,557,000 | 82,616,000 | 83,520,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $33M | $20M | $16M | $21M | $15M | $17M | $21M | |
| Stock-based Comp | $30M | $27M | $24M | $24M | $22M | $23M | $23M | |
| Deferred Tax | $-5M | $-5M | $6M | $4M | $1M | $-8M | $5M | |
| Amort. of Intangibles | · | · | · | · | · | · | $6M | |
| Other Non-cash | $55M | $-20M | $10M | $2M | $-72M | $31M | $43M | |
| Operating Cash Flow | $162M | $198M | $229M | $268M | $159M | $44M | $234M | |
| CapEx | $43M | $26M | $19M | $16M | $7M | $7M | $18M | |
| Investing Cash Flow | $-401M | $-39M | $-100M | $6M | $-3M | $-5M | $-28M | |
| Net Debt Issued | $-228M | · | · | · | · | · | · | |
| Stock Repurchased | $14M | $98M | $142M | $149M | $123M | $47M | $102M | |
| Net Stock Activity | $-14M | $-98M | $-142M | $-149M | $-123M | $-47M | $-102M | |
| Dividends Paid | $61M | $61M | $63M | $66M | $49M | $12M | $48M | |
| Financing Cash Flow | $157M | $-168M | $-201M | $-216M | $-185M | $-57M | $-142M | |
| Net Change in Cash | $-78M | $-15M | $-70M | $55M | $-28M | $-16M | $64M | |
| Taxes Paid | $46M | $51M | $46M | $65M | $47M | $5M | $30M | |
| Free Cash Flow | $120M | $172M | $210M | $252M | $153M | $38M | $215M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 41.4% | 41.0% | 42.0% | 41.2% | 41.1% | 38.6% | 38.4% | |
| Operating Margin | 3.2% | 9.8% | 10.8% | 13.3% | 13.1% | -2.6% | 9.9% | |
| Net Margin | 1.9% | 7.7% | 8.8% | 10.2% | 10.3% | -1.5% | 7.9% | |
| Pretax Margin | 3.1% | 10.1% | 11.1% | 13.3% | 13.0% | -2.5% | 10.1% | |
| EBITDA Margin | 4.5% | 10.7% | 11.5% | 14.2% | 13.9% | -1.2% | 11.1% | |
| ROA | 2.9% | 12.3% | 13.2% | 17.5% | 14.5% | -1.6% | 11.0% | |
| ROE | 5.7% | 20.9% | 20.9% | 25.9% | 23.9% | -2.4% | 17.0% | |
| ROIC | 4.6% | 20.2% | 20.3% | 26.1% | 23.8% | -2.5% | 16.7% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 2.2 | 2.3 | 2.6 | 2.2 | 3.0 | 2.6 | |
| Quick Ratio | 0.2 | 0.5 | 0.6 | 1.7 | 1.4 | 2.3 | 1.9 | |
| Debt / Equity | 0.3 | · | · | · | · | · | · | |
| LT Debt / Equity | 0.3 | · | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.6 | 1.5 | 1.7 | 1.4 | 1.1 | 1.4 | |
| Inventory Turnover | 4.4 | 5.1 | 5.3 | 5.3 | 4.8 | 7.0 | 7.7 | |
| Receivables Turnover | · | · | · | 16.5 | 9.9 | 9.1 | 7.0 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.92 | $11.75 | $11.26 | $10.83 | $10.08 | $9.40 | $9.92 | |
| Revenue / Share | $35.60 | $31.72 | $26.58 | $27.18 | $22.86 | $15.28 | $21.37 | |
| Cash Flow / Share | $2.28 | $2.75 | $3.07 | $3.43 | $1.95 | $0.56 | $2.79 | |
| Cash / Share | $1.55 | $2.63 | $2.78 | $3.58 | $2.72 | $3.00 | $3.16 | |
| Dividend Paid / Share | $0.84 | $0.84 | $0.84 | $0.84 | $0.60 | $0.15 | $0.57 | |
| EPS (TTM) | $0.63 | $2.35 | $2.30 | $2.77 | $2.34 | $-0.23 | $1.69 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.0% | 15.2% | -6.6% | 13.7% | 55.3% | · | · | |
| Revenue CAGR 3Y | 6.1% | 7.0% | 18.1% | · | · | · | · | |
| Revenue CAGR 5Y | 16.1% | · | · | · | · | · | · | |
| EPS YoY | -73.2% | 2.2% | -17.0% | 18.4% | · | · | · | |
| EPS CAGR 3Y | -39.0% | 0.14% | · | · | · | · | · | |
| Net Income YoY | -72.1% | 1.1% | -19.9% | 12.9% | · | · | · | |
| Net Income CAGR 3Y | -39.1% | -2.9% | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 37.4% | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.53B | $2.28B | $1.98B | $2.12B | $1.87B | $1.20B | $1.79B | |
| Net Income TTM | $49M | $176M | $174M | $217M | $192M | $-18M | $142M | |
| Market Cap | $3.03B | $3.07B | $3.09B | $2.45B | $3.74B | $2.92B | $3.59B | |
| Enterprise Value | $3.15B | · | · | · | · | · | · | |
| P/E | 66.1 | 18.1 | 18.3 | 11.5 | 19.9 | -153.6 | 25.4 | |
| P/S | 1.2 | 1.3 | 1.6 | 1.2 | 2.0 | 2.4 | 2.0 | |
| P/B | 3.5 | 3.6 | 3.7 | 3.0 | 4.6 | 3.8 | 4.3 | |
| P / Tangible Book | 9.2 | 5.6 | 5.9 | 4.4 | 7.0 | 5.9 | · | |
| P / Cash Flow | 18.7 | 15.5 | 13.5 | 9.2 | 23.5 | 66.0 | 15.4 | |
| P / FCF | 25.3 | 17.8 | 14.8 | 9.8 | 24.5 | 77.5 | 16.7 | |
| EV / EBITDA | 27.6 | · | · | · | · | · | · | |
| EV / FCF | 26.3 | · | · | · | · | · | · | |
| EV / Revenue | 1.2 | · | · | · | · | · | · | |
| Dividend Yield | 2.0% | 2.0% | 2.0% | 2.7% | 1.3% | 0.43% | 1.4% | |
| Earnings Yield | 1.5% | 5.5% | 5.5% | 8.7% | 5.0% | -0.65% | 3.9% | |
| Payout Ratio | 124.4% | 34.7% | 36.3% | 30.4% | 25.5% | -67.7% | 34.3% | |
| Annual Payout | $61M | $61M | $63M | $66M | $49M | $12M | $48M |
Estado de resultados
| 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 | $666M | $653M | $754M | $668M | $559M | $554M | $582M | $625M | $524M | $552M | $520M | $553M | $445M | $464M | $471M | $557M | |
| Cost of Revenue | $356M | $296M | $434M | $390M | $333M | $327M | $347M | $365M | $306M | $328M | $305M | $320M | $255M | $269M | $272M | $327M | |
| Gross Profit | $310M | $357M | $320M | $277M | $226M | $226M | $235M | $260M | $217M | $225M | $215M | $233M | $190M | $195M | $199M | $229M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | $150M | $146M | $149M | · | $151M | |
| Operating Income | $39M | $99M | $36M | $31M | $-40M | $53M | $47M | $75M | $47M | $57M | $40M | $83M | $44M | $47M | $40M | $79M | |
| Pretax Income | $38M | $95M | $32M | $26M | $-35M | $54M | $48M | $76M | $48M | $58M | $41M | $85M | $46M | $49M | $40M | $80M | |
| Income Tax | $10M | $23M | $7M | $5M | $4M | $13M | $10M | $19M | $11M | $14M | $4M | $20M | $11M | $12M | $8M | $18M | |
| Net Income | $28M | $72M | $26M | $21M | $-39M | $40M | $39M | $55M | $37M | $45M | $37M | $65M | $35M | $37M | $32M | $62M | |
| EPS (Basic) | $0.39 | $1.01 | $0.33 | $0.29 | $-0.56 | $0.57 | $0.49 | $0.78 | $0.50 | $0.61 | $0.50 | $0.88 | $0.47 | $0.49 | $0.44 | $0.81 | |
| EPS (Diluted) | $0.38 | $1.00 | $0.33 | $0.29 | $-0.56 | $0.57 | $0.49 | $0.77 | $0.49 | $0.60 | $0.49 | $0.87 | $0.46 | $0.48 | $0.42 | $0.79 | |
| Shares (Basic) | 71,292,000 | 71,163,000 | · | 70,906,000 | 70,870,000 | 70,773,000 | · | 70,806,000 | 71,458,000 | 72,292,000 | · | 72,943,000 | 73,613,000 | 74,498,000 | · | 75,598,000 | |
| Shares (Diluted) | 72,164,000 | 71,876,000 | · | 71,157,000 | 70,870,000 | 71,055,000 | · | 71,569,000 | 72,004,000 | 72,865,000 | · | 74,071,000 | 74,883,000 | 75,855,000 | · | 77,396,000 | |
| EBITDA | $49M | $108M | · | $43M | $-32M | $59M | · | $80M | $47M | $61M | · | $83M | $44M | $50M | · | $79M |
Balance general
| 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 | · | · | $112M | · | $112M | $145M | $190M | · | · | · | · | · | · | · | · | $139M | |
| Short-term Investments | $0 | $0 | $0 | $140.0K | $140.0K | $2M | $13M | $11M | $12M | $12M | · | $15M | $16M | $14M | · | $9M | |
| Receivables | $8M | $6M | · | $6M | $6M | $4M | · | $4M | $3M | $5M | · | $5M | $6M | $7M | · | $9M | |
| Inventory | $377M | $379M | $417M | $476M | $437M | $239M | $258M | $269M | $242M | $202M | · | $206M | $208M | $180M | · | $244M | |
| Prepaid Expense | $55M | $140M | $47M | $57M | $54M | $35M | $34M | $28M | $28M | $28M | · | $24M | $24M | $22M | · | $26M | |
| Current Assets | $930M | $1.05B | $1.00B | $1.09B | $998M | $886M | $895M | $945M | $860M | $807M | · | $854M | $828M | $768M | · | $817M | |
| PP&E (Net) | $114M | $112M | $116M | $112M | $104M | $66M | $57M | $53M | $49M | $47M | · | $45M | $42M | $42M | · | $37M | |
| PP&E (Gross) | · | · | $304M | · | · | · | $222M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $177M | · | · | · | $153M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $256M | $254M | $255M | $274M | $267M | $187M | $184M | $182M | $183M | $181M | $180M | $169M | $169M | $168M | $168M | $168M | |
| Intangibles | $275M | $276M | $281M | $277M | $282M | $113M | $113M | $108M | $123M | $124M | · | $100M | $101M | $101M | · | $103M | |
| Other Non-current Assets | $23M | $23M | $23M | $21M | $22M | $22M | $22M | $20M | $16M | $16M | · | $11M | $11M | $12M | · | $4M | |
| Total Assets | $1.84B | $1.95B | $1.91B | $2.00B | $1.90B | $1.43B | $1.41B | $1.46B | $1.38B | $1.30B | · | $1.29B | $1.27B | $1.21B | · | $1.23B | |
| Accounts Payable | $202M | $196M | $197M | $254M | $236M | $217M | $207M | $226M | $190M | $170M | · | $141M | $130M | $102M | · | $99M | |
| Accrued Liabilities | $203M | $194M | $259M | $238M | $181M | $110M | $142M | $150M | $143M | $109M | · | $130M | $134M | $112M | · | $120M | |
| Current Liabilities | $488M | $471M | $526M | $572M | $497M | $395M | $414M | $453M | $406M | $333M | · | $332M | $318M | $257M | · | $280M | |
| Capital Leases | $194M | $192M | $193M | $190M | $189M | $121M | $110M | $119M | $113M | $103M | · | $92M | $96M | $96M | · | $80M | |
| Deferred Tax | $37M | $36M | $36M | $40M | $39M | $5M | $5M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $864M | $1.01B | $1.01B | $1.11B | $1.03B | $524M | $536M | $597M | $543M | $461M | · | $439M | $429M | $367M | · | $374M | |
| Long-term Debt | $125M | · | · | · | $293M | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $125M | $286M | · | $294M | $293M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | · | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | |
| Paid-in Capital | $680M | $661M | $654M | $637M | $629M | $622M | $614M | $608M | $600M | $592M | · | $579M | $534M | $527M | · | $514M | |
| Retained Earnings | $1.84B | $1.83B | $1.77B | $1.76B | $1.76B | $1.81B | $1.79B | $1.77B | $1.73B | $1.71B | · | $1.66B | $1.61B | $1.59B | · | $1.56B | |
| Treasury Stock | $1.55B | $1.54B | $1.53B | $1.51B | $1.51B | $1.51B | $1.51B | $1.50B | $1.48B | $1.44B | · | $1.37B | $1.29B | $1.26B | · | $1.19B | |
| AOCI | $-36M | $-39M | $-29M | $-35M | $-40M | $-45M | $-48M | $-38M | $-37M | $-31M | $-29M | $-33M | $-31M | $-35M | · | $-40M | |
| Stockholders' Equity | $940M | $913M | $866M | $851M | $833M | $875M | $848M | $834M | $808M | $825M | · | $837M | $825M | $821M | · | $842M | |
| Liabilities + Equity | $1.84B | $1.95B | $1.91B | $2.00B | $1.90B | $1.43B | $1.41B | $1.46B | $1.38B | $1.30B | · | $1.29B | $1.27B | $1.21B | · | $1.23B | |
| Shares Outstanding | 73,168,000 | 73,062,000 | 72,674,000 | 72,661,000 | 72,651,000 | 72,575,000 | 72,157,000 | 72,192,000 | 72,606,000 | 73,324,000 | 73,681,000 | 74,610,000 | 75,303,000 | 76,011,000 | 76,796,000 | 77,906,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $9M | $8M | $11M | $9M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | $5M | $5M | |
| Stock-based Comp | $8M | $7M | $7M | $7M | $8M | $7M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | |
| Deferred Tax | $-27.0K | $32.0K | · | · | $-441.0K | $441.0K | · | · | · | $410.0K | $6M | $0 | $0 | $0 | $6M | $-428.0K | |
| Amort. of Intangibles | $1M | $2M | · | $2M | $1M | $1M | · | $1M | $1M | $941.0K | · | $463.0K | $461.0K | $423.0K | · | $2M | |
| Other Non-cash | · | $-144M | · | · | · | $-73M | · | · | · | $-71M | · | · | · | $-60M | · | · | |
| Operating Cash Flow | $205M | $-55M | $91M | $23M | $66M | $-19M | $104M | $444.0K | $110M | $-16M | $151M | $-5M | $96M | $-13M | $201M | $26M | |
| CapEx | $9M | $6M | $10M | $15M | $8M | $10M | $9M | $7M | $5M | $4M | $6M | $6M | $4M | $4M | $6M | $5M | |
| Investing Cash Flow | $-10M | $-6M | $-8M | $-15M | $-377M | $-1M | $-23M | $-7M | $-6M | $-5M | $-86M | $-5M | $-6M | $-2M | $-17M | $15M | |
| Net Debt Issued | · | $-42M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $985.0K | $7M | $5M | $169.0K | $428.0K | $8M | $3M | $20M | $38M | $37M | $38M | $40M | $26M | $38M | $37M | $35M | |
| Net Stock Activity | · | $-7M | · | · | · | $-8M | · | · | · | $-37M | · | · | $-26M | $-38M | · | $-35M | |
| Dividends Paid | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $16M | $16M | $16M | $16M | $16M | $16M | |
| Financing Cash Flow | $-178M | $26M | $-80M | $-12M | $275M | $-26M | $-27M | $-35M | $-53M | $-53M | $-54M | $-56M | $-41M | $-50M | $-50M | $-51M | |
| Net Change in Cash | $18M | $-35M | $4M | $-3M | $-33M | $-45M | $51M | $-41M | $49M | $-73M | $13M | $-66M | $48M | $-65M | $136M | $-12M | |
| Free Cash Flow | · | $-61M | · | · | · | $-29M | · | · | · | $-20M | · | · | · | $-17M | · | · |
Rentabilidad
| 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 | 46.5% | 54.7% | · | 41.5% | 40.4% | 40.9% | · | 41.5% | 41.5% | 40.7% | · | 42.1% | 42.6% | 42.1% | · | 41.2% | |
| Operating Margin | 5.9% | 15.1% | · | 4.7% | -7.2% | 9.7% | · | 11.9% | 8.9% | 10.3% | · | 15.0% | 9.9% | 10.0% | · | 14.1% | |
| Net Margin | 4.2% | 11.0% | · | 3.1% | -6.9% | 7.4% | · | 9.1% | 7.1% | 8.1% | · | 11.8% | · | 7.9% | · | · | |
| Pretax Margin | 5.7% | 14.6% | · | 4.0% | -6.2% | 9.8% | · | 12.2% | 9.2% | 10.5% | · | 15.3% | 10.3% | 10.5% | · | 14.4% | |
| EBITDA Margin | 7.3% | 16.6% | · | 6.4% | -5.7% | 10.6% | · | 12.8% | 8.9% | 11.1% | · | 15.0% | 9.9% | 10.8% | · | 14.1% | |
| ROA | 1.5% | 4.2% | · | 1.2% | -2.4% | 3.0% | · | 4.1% | 2.8% | 3.5% | · | 5.2% | · | 3.0% | · | · | |
| ROE | 3.1% | 8.0% | · | 2.4% | -4.7% | 4.9% | · | 6.8% | 4.5% | 5.4% | · | 7.8% | · | 4.4% | · | · | |
| ROIC | 2.7% | 6.2% | · | 2.3% | -4.0% | 4.6% | · | 6.7% | 4.4% | 5.3% | · | 7.6% | 4.1% | 4.3% | · | 7.2% |
Liquidez y Solvencia
| 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 | 1.9 | 2.2 | · | 1.9 | 2.0 | 2.2 | · | 2.1 | 2.1 | 2.4 | · | 2.6 | 2.6 | 3.0 | · | 2.9 | |
| Quick Ratio | 0.0 | 0.0 | · | 0.0 | 0.2 | 0.4 | · | 0.0 | 0.0 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.6 | |
| Debt / Equity | 0.1 | 0.3 | · | 0.3 | 0.4 | · | · | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.1 | 0.3 | · | 0.3 | 0.3 | · | · | · | · | · | · | · | · | · | · | · |
Eficiencia
| 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 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.5 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.4 | |
| Inventory Turnover | 0.9 | 1.0 | · | 1.0 | 1.0 | 1.5 | · | 1.5 | 1.4 | 1.7 | · | 1.4 | 1.0 | 1.3 | · | 1.5 | |
| Receivables Turnover | 94.8 | 130.9 | · | 128.9 | 122.7 | 122.9 | · | 145.6 | 113.1 | 91.4 | · | 84.1 | 46.5 | 48.5 | · | 55.0 |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.84 | $12.50 | · | $11.71 | $11.47 | $12.06 | · | $11.55 | $11.13 | $11.25 | · | $11.22 | $10.95 | $10.80 | · | $10.81 | |
| Revenue / Share | $9.23 | $9.09 | · | $9.39 | $7.89 | $7.79 | · | $8.73 | $7.27 | $7.58 | · | $7.46 | $5.95 | $6.11 | · | $7.19 | |
| Cash Flow / Share | · | $-0.77 | · | · | · | $-0.27 | · | · | · | $-0.22 | · | · | · | $-0.17 | · | · | |
| Cash / Share | · | · | · | · | $1.54 | $1.99 | · | · | · | · | · | · | · | · | · | $1.79 | |
| Dividend Paid / Share | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | |
| EPS (TTM) | $2.00 | $1.06 | · | $0.79 | $1.27 | $2.32 | · | $2.35 | $2.45 | $2.42 | · | $2.23 | $2.15 | $2.31 | · | $3.16 |
Valoración (TTM)
| 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 | $2.74B | $2.63B | · | $2.36B | $2.32B | $2.28B | · | $2.22B | $2.15B | $2.07B | · | $1.93B | $1.94B | $2.03B | · | $2.23B | |
| Net Income TTM | $146M | $79M | · | $61M | $95M | $172M | · | $174M | $184M | $182M | · | $169M | $166M | $179M | · | $252M | |
| Market Cap | $3.08B | $2.48B | · | $2.43B | $1.74B | $1.93B | · | $3.54B | $3.07B | $3.10B | · | $2.37B | $2.46B | $2.74B | · | $2.08B | |
| Enterprise Value | · | · | · | · | $1.92B | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 21.1 | 32.0 | · | 42.4 | 18.9 | 11.5 | · | 20.8 | 17.3 | 17.5 | · | 14.2 | 15.2 | 15.6 | · | 8.4 | |
| P/S | 1.1 | 0.9 | · | 1.0 | 0.8 | 0.8 | · | 1.6 | 1.4 | 1.5 | · | 1.2 | 1.3 | 1.4 | · | 0.9 | |
| P/B | 3.3 | 2.7 | · | 2.9 | 2.1 | 2.2 | · | 4.2 | 3.8 | 3.8 | · | 2.8 | 3.0 | 3.3 | · | 2.5 | |
| P / Tangible Book | 7.5 | 6.5 | · | 8.1 | 6.1 | 3.4 | · | 6.5 | 6.1 | 6.0 | · | 4.2 | 4.4 | 5.0 | · | 3.6 | |
| P / Cash Flow | · | -44.8 | · | · | · | -102.7 | · | · | · | -197.4 | · | · | · | -206.1 | · | · | |
| EV / Revenue | · | · | · | · | 0.8 | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend Yield | 2.0% | 2.5% | · | 2.5% | 3.5% | 3.1% | · | 1.7% | 2.0% | 2.0% | · | 2.7% | 2.6% | 2.4% | · | 3.0% | |
| Earnings Yield | 4.8% | 3.1% | · | 2.4% | 5.3% | 8.7% | · | 4.8% | 5.8% | 5.7% | · | 7.0% | 6.6% | 6.4% | · | 11.8% | |
| Payout Ratio | · | 21.3% | · | · | · | 36.8% | · | · | · | 34.6% | · | · | · | 43.6% | · | · | |
| Annual Payout | $61M | $61M | · | $61M | $61M | $61M | · | $61M | $62M | $63M | · | $64M | $65M | $65M | · | $62M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Ingresos | $2.53B | · | · | $2.28B | · |
| Margen Bruto % | 41.4% | · | · | 41.0% | · |
| Margen Operativo % | 3.2% | · | · | 9.8% | · |
| Beneficio neto | $49M | · | · | $176M | · |
| EPS Diluido | $0.63 | · | · | $2.35 | · |
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.3 | · | · | · | · |
| Ratio corriente | 1.9 | · | · | 2.2 | · |
| Ratio Rápido | 0.2 | · | · | 0.5 | · |
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $120M | · | · | $172M | · |
Propietarios institucionales (13F) 322 declarantes · $3.3B total · A fecha de 30 de septiembre 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.
Tenedores
322
Valor en tenencia
$3.3B
Nuevas posiciones
55
Posiciones cerradas
30
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 55 (-7 vs trimestre anterior) | 30 (-24 vs trimestre anterior) | 125 (+32 vs trimestre anterior) | 81 (-17 vs trimestre anterior) | -1.5M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $476 166 017 | 11 310 357 | 14,24% | Acciones |
| VANGUARD GROUP INC | $340 658 172 | 8 181 032 | 10,19% | Acciones |
| FMR LLC | $299 702 356 | 7 118 821 | 8,96% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $192 829 451 | 4 580 272 | 5,77% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $138 534 892 | 3 290 615 | 4,14% | Acciones |
| STATE STREET CORP | $121 919 411 | 2 895 948 | 3,65% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $113 057 000 | 2 685 433 | 3,38% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $101 670 319 | 2 414 873 | 3,04% | Acciones |
| GOLDMAN SACHS GROUP INC | $95 696 465 | 2 273 075 | 2,86% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $80 334 202 | 1 907 811 | 2,40% | Acciones |
| MORGAN STANLEY | $72 294 677 | 1 717 210 | 2,16% | Acciones |
| Nuveen, LLC | $68 060 165 | 1 616 631 | 2,04% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $60 681 173 | 1 441 358 | 1,81% | Acciones |
| Invesco Ltd. | $54 506 954 | 1 294 702 | 1,63% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53 030 128 | 1 259 623 | 1,59% | Acciones |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $49 890 563 | 1 185 049 | 1,49% | Acciones |
| CRAMER ROSENTHAL MCGLYNN LLC | $46 961 624 | 1 115 478 | 1,40% | Acciones |
| CITADEL ADVISORS LLC | $45 281 160 | 1 075 562 | 1,35% | Acciones |
| J. Goldman & Co LP | $39 604 607 | 940 727 | 1,18% | Acciones |
| Balyasny Asset Management L.P. | $39 333 020 | 934 276 | 1,18% | Acciones |
| D. E. Shaw & Co., Inc. | $38 323 798 | 910 304 | 1,15% | Acciones |
| Allspring Global Investments Holdings, LLC | $35 594 144 | 856 040 | 1,06% | Acciones |
| NORTHERN TRUST CORP | $35 015 370 | 831 719 | 1,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $34 867 220 | 828 200 | 1,04% | Opción de compra |
| BANK OF AMERICA CORP /DE/ | $26 630 693 | 632 558 | 0,80% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $26 343 738 | 625 742 | 0,79% | Acciones |
| Bank of New York Mellon Corp | $25 617 806 | 608 499 | 0,77% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $25 107 303 | 596 373 | 0,75% | Acciones |
| SCOPUS ASSET MANAGEMENT, L.P. | $25 069 413 | 595 473 | 0,75% | Acciones |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $23 932 587 | 568 470 | 0,72% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $22 032 067 | 523 327 | 0,66% | Acciones |
| Nixon Capital, LLC | $18 652 963 | 443 063 | 0,56% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $18 206 271 | 432 453 | 0,54% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17 609 420 | 418 276 | 0,53% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $17 573 193 | 417 414 | 0,53% | Acciones |
| JANUS HENDERSON GROUP PLC | $17 472 797 | 515 113 | 0,52% | Acciones |
| FRANKLIN RESOURCES INC | $15 603 865 | 370 638 | 0,47% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $15 055 818 | 357 620 | 0,45% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $15 041 657 | 357 284 | 0,45% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $14 687 427 | 348 870 | 0,44% | Acciones |
| Aberdeen Group plc | $12 719 336 | 302 122 | 0,38% | Acciones |
| Fisher Asset Management, LLC | $12 630 038 | 300 000 | 0,38% | Acciones |
| Nicholas Investment Partners, LP | $12 227 819 | 290 447 | 0,37% | Acciones |
| Leeward Investments, LLC - MA | $12 140 377 | 288 370 | 0,36% | Acciones |
| Qube Research & Technologies Ltd | $11 755 288 | 279 223 | 0,35% | Acciones |
| JANE STREET GROUP, LLC | $10 811 533 | 256 806 | 0,32% | Acciones |
| Public Sector Pension Investment Board | $10 571 773 | 251 111 | 0,32% | Acciones |
| ALGERT GLOBAL LLC | $10 473 175 | 248 769 | 0,31% | Acciones |
| J. Goldman & Co LP | $10 061 900 | 239 000 | 0,30% | Opción de compra |
| AQR CAPITAL MANAGEMENT LLC | $9 769 246 | 232 049 | 0,29% | Acciones |
Activistas y propietarios del %+ 5 14 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 |
|---|---|---|---|---|---|
| Steven Madden ×8 presentaciones | 17 de agosto de 2023 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 21 de febrero de 2008 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 2 de noviembre de 2007 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 18 de octubre de 2007 | · | Presentación inicial | Estructura de capital | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 12 de agosto de 2005 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 25 de julio de 2005 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 3 de febrero de 2005 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 12 de enero de 2005 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 3 de enero de 2005 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 20 de diciembre de 2004 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 13 de diciembre de 2004 | · | Presentación inicial | Estructura de capital | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 18 de noviembre de 2004 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 12 de noviembre de 2004 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 30 de julio de 2004 | · | Presentación inicial | Estructura de capital | 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.
Informantes de la empresa 35 insiders · 12 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Edward R. Rosenfeld | Chief Executive Officer | 15 de marzo de 2026 A | 823 330 | 0 | 0 | $0 |
| Zine Mazouzi | Chief Financial Officer | 15 de marzo de 2026 F | 65 922 | 0 | 1 | $-526 485 |
| Jeffrey Silverman | President | 21 de diciembre de 2007 D | · | 0 | 0 | $0 |
| John Mccann | President | 3 de enero de 2005 A | 20 000 | 0 | 0 | $0 |
| Awadhesh K Sinha | Chief Operating Officer | 15 de diciembre de 2021 F | 55 507 | 0 | 0 | $0 |
| Lisa Keith | EVP, Gen. Counsel, Secretary | 1 de agosto de 2026 F | 25 149 | 0 | 2 | $-206 045 |
| Christina Ciglar | Chief Product Officer | 9 de junio de 2026 S | 35 200 | 0 | 1 | $-230 277 |
| Karla Frieders | Chief Merchandising Officer | 1 de junio de 2025 F | 82 391 | 0 | 0 | $0 |
| Michael Paradise | EVP - General Counsel | 5 de junio de 2019 F | 28 921 | 0 | 0 | $0 |
| Robert Schmertz | Brand Director | 20 de marzo de 2015 A | 330 694 | 0 | 0 | $0 |
| Joseph Masella | Co-Pres. (Sales) Adesso Madden | 16 de diciembre de 2009 M | 0 | 0 | 0 | $0 |
| Mark Jankowski | Executive VP of Production | 12 de noviembre de 2003 S | 5 000 | 0 | 0 | $0 |
| Peter Migliorini | Consejero | 15 de junio de 2026 S | 16 830 | 0 | 2 | $-307 620 |
| Maria Teresa Kumar | Consejero | 20 de mayo de 2026 A | 12 224 | 0 | 0 | $0 |
| Ravi Sachdev | Consejero | 20 de mayo de 2026 A | 87 053 | 0 | 0 | $0 |
| Rose Peabody Lynch | Consejero | 20 de mayo de 2026 A | 29 127 | 0 | 0 | $0 |
| Robert Garrett Smith | Consejero | 21 de mayo de 2025 A | 20 184 | 0 | 0 | $0 |
| Richard Randall | Consejero | 3 de junio de 2019 A | 38 070 | 0 | 0 | $0 |
| John L Madden | Consejero | 2 de marzo de 2015 S | 36 012 | 0 | 0 | $0 |
| Marc S Cooper | Consejero | 25 de mayo de 2007 A | 1 500 | 0 | 0 | $0 |
| Charles Koppelman | Consejero | 5 de diciembre de 2003 P | 220 500 | 0 | 0 | $0 |
| Steven Madden | Propietario del 10% | 29 de abril de 2015 J | 3 985 076 | 0 | 0 | $0 |
| Harold Kahn | Propietario del 10% | 16 de octubre de 2007 M | 3 000 | 0 | 0 | $0 |
| Arian Simone Reed | · | 5 de agosto de 2026 S | 8 196 | 0 | 6 | $-399 465 |
| Amelia Varela | · | 5 de agosto de 2026 S | 194 632 | 0 | 3 | $-1 802 100 |
| Mitchell S Klipper | · | 5 de agosto de 2026 S | 32 555 | 0 | 1 | $-190 180 |
| Peter Allan Davis | · | 4 de agosto de 2026 S | 5 126 | 0 | 3 | $-178 495 |
| Ferrara Al | · | 4 de agosto de 2026 S | 26 197 | 0 | 1 | $-189 083 |
| Arvind Dharia | · | 15 de diciembre de 2020 F | 84 046 | 0 | 0 | $0 |
| Thomas H Schwartz | · | 1 de julio de 2020 A | 15 298 | 0 | 0 | $0 |
| Walter Yetnikoff | · | 13 de agosto de 2008 M | 3 000 | 0 | 0 | $0 |
| Jamie Karson | · | 13 de mayo de 2008 S | 48 700 | 0 | 0 | $0 |
| Jeffrey Birnbaum | · | 13 de noviembre de 2007 M | 16 500 | 0 | 0 | $0 |
| Richard Olicker | · | 28 de febrero de 2006 S | 1 200 | 0 | 0 | $0 |
| Heywood Wilansky | · | 21 de julio de 2003 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 51 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 |
|---|---|---|---|---|
| PSCD · Invesco Exchange-Traded Fund Trust … | 1,49% | 7 398 SH | 2 de octubre de 2026 | Diario |
| SCOW · Pacer Funds Trust | 0,77% | 285 NS | 31 de julio de 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 0,77% | 483 697 SH | 2 de octubre de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,25% | 3 311 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,21% | 10 989 SH | 2 de octubre de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 26 982 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,20% | 688 022 SH | 11 de septiembre de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,19% | 48 717 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,19% | 79 995 SH | 2 de octubre de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,18% | 78 450 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,17% | 255 492 SH | 19 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,15% | 68 236 SH | 19 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,15% | 2 752 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 19 505 NS | 31 de julio de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,13% | 46 104 NS | 31 de julio de 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,11% | 179 665 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,11% | 35 123 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,10% | 1 880 826 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,10% | 22 639 SH | 11 de septiembre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 422 112 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,08% | 54 882 SH | 11 de septiembre de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,08% | 253 303 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 255 147 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,07% | 1 063 966 SH | 19 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,07% | 20 720 NS | 31 de julio de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,05% | 8 694 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,04% | 1 674 856 SH | 19 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,04% | 1 018 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 837 914 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 4 355 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 2 472 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,02% | 63 912 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 8 684 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 154 544 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 27 696 SH | 2 de octubre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 9 032 NS | 31 de julio de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 283 162 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 16 091 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 4 266 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 17 275 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 20 984 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 95 742 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 19 824 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 321 184 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 57 033 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 6 151 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 4 456 933 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 387 753 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 286 354 SH | 8 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 10 125 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 3 239 SH | 11 de septiembre de 2026 | Diario |
SHOO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 16 analistas
COMPRA
Objetivo mediano
$55.00
+19,6%
4 25,0%
Compra fuerte
9 56,2%
Compra
2 12,5%
Mantener
0 0,0%
Venta
1 6,2%
Venta fuerte
Precio objetivo a 12 meses
10 analistas · 2026-10-02Objetivo medio $52.40 +14,0%
Ahora
Precio Actual $45.97
Mín$36.00
Media$52.40
Máx$60.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SHOO | $3.03B | 66.1 | 11.0% | 1.9% | 5.7% | 41.4% |
| NKE | · | 22.0 | 0.19% | 6.7% | 21.5% | 42.9% |
| DECK | $14.01B | 14.3 | 9.8% | 18.7% | 41.2% | 57.7% |
| CROX | $4.29B | -57.0 | -1.5% | -2.0% | -6.0% | 58.3% |
| WWW | · | 16.0 | 6.8% | 5.1% | 26.6% | 47.3% |
| RCKY | $220M | 9.9 | 6.2% | 4.6% | 9.1% | 40.9% |
| BIRD | · | -0.4 | -19.7% | -50.7% | -144.1% | 41.0% |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Jul 31, 2026