SNEX StoneX Group Inc. - Common Stock
$66,37
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$63–$142
4% of range
Calificación del Analista
STRONG BUY
8 analysts
Precio Objetivo
$75
+13% upside
P/E (TTM)
25.4
ROE
14.4%
Margen de Beneficio Neto
0.23%
SNEX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$66.37
Capitalización Bursátil
$7.79B
P/E (TTM)
25.4
BPA (TTM)
$5.89
Ingresos (TTM)
$132.38B
Rendimiento div.
—
ROE
14.4%
Deuda/Capital
—
Rango 52S
$63 – $142
SNEX Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$132.38B
2018-09-30
→
2025-09-30
BPA
$5.89
2018-09-30
→
2025-09-30
Flujo de caja libre
$4.32B
2018-09-30
→
2025-09-30
Márgenes
0.23%
2018-09-30
→
2025-09-30
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SNEX
Mediana de Pares
P/E (TTM)
25.4
19.6
P/S (TTM) (P/V (TTM))
0.1
2.7
P/B (P/C)
3.3
4.3
Price / FCF (Precio / FCF)
1.8
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SNEX
Mediana de Pares
Gross Margin (Margen Bruto)
3.1%
85.9%
Net Profit Margin (Margen de Beneficio Neto)
0.23%
14.2%
ROA
0.84%
3.0%
ROE
14.4%
20.2%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SNEX
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
SNEX
Mediana de Pares
Revenue YoY (Ingresos interanuales)
32.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
26.1%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
19.6%
—
EPS YoY (EPS interanual)
10.9%
—
Net Income YoY (Beneficio Neto interanual)
17.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SNEX
Mediana de Pares
SNEX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
8 analistas
- Compra fuerte 3 37,5%
- Compra 3 37,5%
- Mantener 2 25,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
1 analistas · 2026-08-18
Mín
$75.00
Máx
$75.00
Objetivo mediano
$75.00
+13,0%
Objetivo medio
$75.00
+13,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.00 | $1.11 | -0.11% |
| 31 de marzo de 2026 | $1.38 | $1.01 | 0.37% |
| 31 de diciembre de 2025 | $0.74 | $0.90 | -0.16% |
| 30 de septiembre de 2025 | $0.70 | $0.66 | 0.04% |
| 30 de junio de 2025 | $0.54 | $0.63 | -0.09% |
| 31 de marzo de 2025 | $0.94 | $0.90 | 0.04% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| 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% | — |
| MC | — | — | — | — | 51.4% | — |
| PIPR | $1.43B | 5.4 | 24.3% | 14.8% | 21.6% | — |
| BGC | — | 28.8 | 30.0% | — | — | — |
| PJT | — | — | 14.8% | 10.5% | 72.7% | — |
| LAZ | — | 22.4 | 1.5% | 7.4% | 31.4% | — |
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 | $132.38B | $99.89B | $60.86B | $66.04B | $42.53B | $54.14B | $32.90B | $27.62B | $29.42B | $14.75B | $34.69B | $34.02B | |
| Cost of Revenue | · | · | · | · | · | · | · | $26.65B | $28.64B | $14.08B | $34.07B | $33.53B | |
| Gross Profit | $4.13B | $3.44B | $2.91B | $2.11B | $1.67B | $1.31B | $1.11B | $976M | $784M | $671M | $624M | $491M | |
| Operating Income | · | $-65M | $-63M | $-60M | · | · | · | · | · | · | · | · | |
| Interest Expense | · | · | $802M | $136M | $50M | $80M | $142M | $70M | $42M | $28M | $17M | $10M | |
| Interest Income | $1.73B | $1.40B | $988M | $219M | $102M | $131M | $199M | $123M | $70M | $55M | $39M | $8M | |
| Pretax Income | $409M | $354M | $323M | $277M | $154M | $207M | $111M | $102M | $15M | $73M | $78M | $26M | |
| Income Tax | $103M | $93M | $84M | $70M | $38M | $37M | $26M | $46M | $9M | $18M | $22M | $6M | |
| Net Income | $306M | $261M | $238M | $207M | $116M | $170M | $85M | $56M | $6M | $55M | $56M | $19M | |
| EPS (Basic) | $6.22 | $5.49 | $5.14 | $6.85 | $5.90 | $8.78 | $4.46 | $2.93 | $0.32 | $2.94 | $2.94 | $1.01 | |
| EPS (Diluted) | $5.89 | $5.31 | $4.97 | $6.67 | $5.74 | $8.61 | $4.39 | $2.87 | $0.31 | $2.90 | $2.87 | $0.98 | |
| Shares (Basic) | 47,431,675 | 45,808,855 | 44,904,000 | 29,355,605 | 19,130,643 | 18,824,328 | 18,738,905 | 18,549,011 | 18,395,987 | 18,410,561 | 18,525,374 | 18,528,302 | |
| Shares (Diluted) | 50,124,502 | 47,437,543 | 46,393,516 | 30,101,311 | 19,678,168 | 19,180,479 | 19,014,395 | 18,934,830 | 18,687,354 | 18,625,372 | 18,932,235 | 19,132,302 | |
| EBITDA | $68M | $-12M | $51M | $44M | $36M | $20M | $14M | $12M | $10M | $8M | $7M | $7M |
Balance general 20
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.61B | $1.27B | $1.11B | $1.11B | $1.11B | $953M | $471M | $342M | $315M | $316M | $268M | $231M | |
| Inventory | $918M | $681M | $537M | $514M | $448M | $281M | $229M | $222M | $125M | $124M | · | · | |
| PP&E (Net) | $167M | $143M | $124M | $113M | $93M | $62M | $44M | $42M | $39M | $29M | $20M | $16M | |
| PP&E (Gross) | $365M | $291M | $230M | $186M | $155M | $108M | $93M | $81M | $70M | $62M | $40M | $32M | |
| Accum. Depreciation | $199M | $148M | $107M | $73M | $62M | $46M | $49M | $38M | $32M | $33M | $20M | $16M | |
| Goodwill | $298M | $61M | $59M | $58M | $58M | $55M | $51M | $48M | $47M | $48M | $48M | $48M | |
| Intangibles | $438M | $20M | $23M | $28M | $43M | $55M | $17M | $11M | $12M | $9M | $11M | $10M | |
| Total Assets | $45.27B | $27.47B | $21.94B | $19.86B | $18.84B | $13.47B | $9.94B | $7.82B | $6.24B | $5.95B | $5.07B | $3.04B | |
| Short-term Debt | · | · | · | · | · | · | · | $336M | $194M | $180M | $38M | · | |
| Deferred Tax | $97M | $9M | $8M | $0 | · | · | · | · | · | · | · | · | |
| Total Liabilities | $42.89B | $25.76B | $20.56B | $18.79B | $17.94B | $12.71B | $9.34B | $7.32B | $5.79B | $5.52B | $4.67B | $2.69B | |
| Long-term Debt | · | · | · | · | · | · | $168M | · | · | · | · | · | |
| Total Debt | · | · | · | · | · | · | · | · | · | $180M | $38M | · | |
| Paid-in Capital | $730M | $414M | $372M | $340M | $316M | $293M | $277M | $268M | $259M | $249M | $241M | $230M | |
| Retained Earnings | $1.69B | $1.39B | $1.13B | $890M | $682M | $572M | $402M | $317M | $262M | $255M | $200M | $145M | |
| Treasury Stock | $33M | $69M | $69M | $69M | $69M | $58M | $50M | $46M | $46M | $46M | $27M | $18M | |
| AOCI | $-16M | $-25M | $-52M | $-91M | $-25M | $-40M | $-35M | $-33M | $-24M | $-25M | $-18M | $-12M | |
| Stockholders' Equity | $2.38B | $1.71B | $1.38B | $1.07B | $904M | $768M | $594M | $505M | $450M | $434M | $397M | $345M | |
| Liabilities + Equity | $45.27B | $27.47B | $21.94B | $19.86B | $18.84B | $13.47B | $9.94B | $7.82B | $6.24B | $5.95B | $5.07B | $3.04B | |
| Shares Outstanding | 117,419,470 | 47,811,539 | 31,194,867 | 20,303,904 | 19,823,910 | 19,376,594 | 19,075,360 | 19,075,360 | 18,908,540 | 18,733,286 | 18,812,803 | 18,883,662 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $68M | $53M | $51M | $44M | $36M | $20M | $14M | $12M | $10M | $8M | $7M | $7M | |
| Stock-based Comp | $49M | $37M | $28M | $18M | $14M | $10M | $8M | $7M | $6M | $5M | $4M | $4M | |
| Deferred Tax | $7M | $-10M | $-2M | $-300.0K | $3M | $4M | $4M | $22M | $-10M | $-800.0K | $5M | $-6M | |
| Amort. of Intangibles | $10M | $8M | $15M | $14M | $15M | $6M | $3M | $2M | $3M | $2M | $2M | $2M | |
| Other Non-cash | $3.96B | $166M | $-339M | $-498M | $1.95B | $1.75B | $85M | $-170M | $1M | $-95M | $-34M | $107M | |
| Operating Cash Flow | $4.39B | $507M | $-24M | $-230M | $2.12B | $1.95B | $196M | $-474M | $1.04B | $-28M | $38M | $133M | |
| CapEx | $65M | $65M | $47M | $50M | $62M | $17M | $12M | $12M | $16M | $15M | $9M | $4M | |
| Investing Cash Flow | $-466M | $-64M | $-53M | $-50M | $-60M | $-242M | $-41M | $-15M | $-22M | $-36M | $-16M | $-4M | |
| Net Debt Issued | · | · | · | · | · | · | $-7M | $0 | $-46M | · | · | · | |
| Stock Repurchased | · | · | $0 | $0 | $12M | $8M | $4M | $0 | $0 | $20M | $5M | $10M | |
| Net Stock Activity | · | · | $0 | $0 | $-12M | $-8M | $-4M | $0 | $0 | $-20M | $-5M | $-10M | |
| Financing Cash Flow | $915M | $188M | $-169M | $66M | $-36M | $312M | $10M | $121M | $6M | $121M | $15M | $-49M | |
| Net Change in Cash | $4.85B | $631M | $-243M | $-224M | $2.04B | $2.02B | $164M | $-372M | $1.02B | $48M | $37M | $75M | |
| Taxes Paid | $118M | $118M | $71M | $56M | $52M | $44M | $25M | $22M | $17M | $8M | $15M | $3M | |
| Free Cash Flow | $4.32B | $442M | $-71M | $-279M | $2.06B | $1.93B | $184M | $-86M | $-2M | $-43M | $29M | $128M | |
| Levered FCF | · | · | $-663M | $-380M | $2.02B | $1.87B | $65M | $-131M | $-20M | $-65M | $17M | $120M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 3.1% | 3.4% | 4.8% | 3.2% | 3.9% | 2.4% | 3.4% | 3.5% | 2.7% | 4.5% | 1.8% | 1.4% | |
| Operating Margin | · | -0.06% | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | 0.23% | 0.26% | 0.39% | 0.31% | 0.27% | 0.31% | 0.26% | 0.20% | 0.02% | 0.37% | 0.16% | 0.06% | |
| Pretax Margin | 0.31% | 0.35% | 0.53% | 0.42% | 0.36% | 0.38% | 0.34% | 0.37% | 0.05% | 0.49% | 0.23% | 0.08% | |
| EBITDA Margin | 0.05% | -0.01% | 0.08% | 0.07% | 0.09% | 0.04% | 0.04% | 0.04% | 0.03% | 0.06% | 0.02% | 0.02% | |
| ROA | 0.84% | 1.1% | 1.1% | 1.1% | 0.67% | 1.5% | 0.96% | 0.79% | 0.10% | 0.99% | 1.4% | 0.66% | |
| ROE | 14.4% | 15.7% | 17.6% | 19.6% | 12.9% | 23.3% | 14.6% | 11.2% | 1.5% | 13.2% | 15.0% | 5.7% | |
| ROIC | · | -2.8% | · | · | · | · | · | · | · | · | · | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | · | 0.4 | 0.1 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 3.6 | 4.0 | 2.9 | 3.4 | 2.5 | 4.6 | 3.7 | 3.9 | 4.8 | 2.7 | 8.6 | 11.6 | |
| Inventory Turnover | · | · | · | · | · | · | · | 153.5 | 230.4 | · | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 32.5% | 64.1% | -7.8% | 55.2% | -21.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 26.1% | 32.9% | 4.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 10.9% | 6.8% | -25.5% | 16.2% | -33.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -4.1% | -2.6% | -16.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -7.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 17.3% | 9.3% | 15.2% | 78.1% | -31.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 13.9% | 30.9% | 12.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $132.38B | $99.89B | $60.86B | $66.04B | $42.53B | $54.14B | $32.90B | $27.62B | $29.42B | $14.75B | $34.69B | $34.02B | |
| Net Income TTM | $306M | $261M | $238M | $207M | $116M | $170M | $85M | $56M | $6M | $55M | $56M | $19M | |
| Market Cap | $5.27B | $1.74B | $896M | $748M | $581M | $441M | · | $406M | $319M | $318M | $206M | $145M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | $182M | $-24M | · | |
| P/E | 17.1 | 10.3 | 8.7 | 5.5 | 5.1 | 2.6 | 4.2 | 7.5 | 54.9 | 6.0 | 3.8 | 7.9 | |
| P/S | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| P/B | 2.2 | 1.0 | 0.6 | 0.7 | 0.6 | 0.6 | · | 0.8 | 0.7 | 0.7 | 0.5 | 0.4 | |
| P / Tangible Book | 3.2 | 1.1 | 0.7 | 0.8 | 0.7 | 0.7 | · | · | · | · | · | · | |
| P / Cash Flow | 1.2 | 3.4 | -37.8 | -3.3 | 0.3 | 0.2 | · | -5.5 | 23.0 | -11.5 | 5.4 | 1.1 | |
| P / FCF | 1.2 | 3.9 | -12.7 | -2.7 | 0.3 | 0.2 | · | -4.7 | -145.0 | -7.4 | 7.2 | 1.1 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | 22.2 | -3.3 | · | |
| EV / FCF | · | · | · | · | · | · | · | · | · | -4.2 | -0.8 | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | 0.0 | -0.0 | · | |
| Earnings Yield | 5.8% | 9.7% | 11.5% | 18.1% | 19.6% | 37.9% | 24.1% | 13.4% | 1.8% | 16.8% | 26.2% | 12.7% |
Estado de resultados 13
| Métrica | Tendencia | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $40.19B | $45.76B | $39.03B | $32.72B | $34.83B | $36.89B | $27.94B | $31.14B | $27.07B | $22.11B | $19.57B | $16.64B | $15.05B | $16.16B | $13.01B | $16.38B | |
| Gross Profit | $1.47B | $1.57B | $1.44B | $1.20B | $1.02B | $956M | $944M | $920M | $914M | $818M | $784M | $778M | $777M | $704M | $655M | $583M | |
| Operating Income | · | · | · | · | $-11M | $-9M | $-21M | · | $-27M | $-13M | $-16M | · | $-14M | $-22M | $-11M | · | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $259M | $236M | · | $216M | $179M | $154M | · | |
| Interest Income | $614M | $578M | $581M | $524M | $443M | $389M | $378M | $401M | $380M | $326M | $290M | $302M | $263M | $227M | $196M | $107M | |
| Pretax Income | $160M | $227M | $185M | $109M | $86M | $97M | $117M | $98M | $88M | $72M | $96M | $75M | $94M | $58M | $96M | $66M | |
| Income Tax | $32M | $53M | $46M | $24M | $22M | $25M | $32M | $21M | $26M | $19M | $27M | $25M | $25M | $16M | $19M | $14M | |
| Net Income | $128M | $174M | $139M | $86M | $63M | $72M | $85M | $77M | $62M | $53M | $69M | $51M | $70M | $42M | $77M | $52M | |
| EPS (Basic) | $1.07 | $2.21 | $2.66 | $1.67 | $0.57 | $0.99 | $1.77 | $0.87 | $1.30 | $1.12 | $2.20 | $-0.95 | $2.24 | $1.35 | $2.50 | $-0.84 | |
| EPS (Diluted) | $1.00 | $2.07 | $2.50 | $1.57 | $0.54 | $0.94 | $1.69 | $0.84 | $1.25 | $1.09 | $2.13 | $-0.91 | $2.17 | $1.30 | $2.41 | $-0.85 | |
| Shares (Basic) | 115,856,734 | 76,498,598 | 50,569,386 | -92,937,638 | 106,010,592 | 70,184,147 | 46,464,063 | -76,099,941 | 45,964,905 | 45,710,784 | 30,233,107 | -44,709,016 | 30,060,251 | 29,895,041 | 29,657,724 | -29,236,019 | |
| Shares (Diluted) | 124,482,194 | 81,456,531 | 53,654,586 | -97,871,243 | 112,392,368 | 74,064,635 | 48,667,158 | -78,699,726 | 47,614,548 | 47,248,414 | 31,274,307 | -46,269,505 | 30,981,451 | 30,931,792 | 30,749,778 | -29,880,102 | |
| EBITDA | $27M | $27M | $25M | · | $4M | $7M | $-5M | · | $-15M | $-500.0K | $-4M | · | $14M | $13M | $13M | · |
Balance general 17
| Métrica | Tendencia | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.19B | $2.12B | $1.59B | $1.61B | $1.31B | $1.31B | $1.40B | $1.27B | $1.22B | $1.31B | $1.16B | $1.11B | $1.40B | $1.26B | $1.25B | $1.11B | |
| Inventory | $1.17B | $1.04B | $1.37B | $918M | $705M | $796M | $861M | $681M | $587M | $617M | $518M | · | $445M | $572M | $613M | · | |
| PP&E (Net) | $166M | $168M | $165M | $167M | $149M | $146M | $145M | $143M | $142M | $134M | $127M | · | $118M | $118M | $116M | · | |
| PP&E (Gross) | · | · | · | $365M | · | · | · | $291M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $199M | · | · | · | $148M | · | · | · | · | · | · | · | · | |
| Goodwill | $302M | $302M | $302M | $298M | $68M | $68M | $66M | $61M | $59M | $59M | $59M | · | $59M | $59M | $58M | · | |
| Intangibles | $433M | $442M | $453M | $438M | $21M | $22M | $21M | $20M | $18M | $20M | $21M | · | $26M | $30M | $33M | · | |
| Total Assets | $54.05B | $53.63B | $47.78B | $45.27B | $34.27B | $31.28B | $29.59B | $27.47B | $25.93B | $25.65B | $23.24B | $21.94B | $21.93B | $21.92B | $19.83B | $19.86B | |
| Deferred Tax | $100M | $107M | $102M | $97M | $13M | $25M | $16M | $9M | $8M | $8M | $9M | · | · | · | · | · | |
| Total Liabilities | $51.20B | $50.93B | $45.26B | $42.89B | $32.29B | $29.40B | $27.81B | $25.76B | $24.32B | $24.11B | $21.76B | · | $20.60B | $20.67B | $18.66B | · | |
| Paid-in Capital | $778M | $757M | $740M | $731M | $453M | $437M | $423M | $414M | $402M | $391M | $379M | · | $365M | $359M | $347M | · | |
| Retained Earnings | $2.14B | $2.01B | $1.83B | $1.69B | $1.61B | $1.55B | $1.47B | $1.39B | $1.31B | $1.25B | $1.20B | · | $1.08B | $1.01B | $966M | · | |
| Treasury Stock | $33M | $33M | $33M | $33M | $69M | $69M | $69M | $69M | $69M | $69M | $69M | · | $69M | $69M | $69M | · | |
| AOCI | $-39M | $-34M | $-19M | $-16M | $-14M | $-32M | $-50M | $-25M | $-38M | $-30M | $-24M | · | $-44M | $-50M | $-68M | · | |
| Stockholders' Equity | $2.84B | $2.70B | $2.52B | $2.38B | $1.98B | $1.88B | $1.78B | $1.71B | $1.61B | $1.54B | $1.48B | $1.38B | $1.33B | $1.25B | $1.18B | $1.07B | |
| Liabilities + Equity | $54.05B | $53.63B | $47.78B | $45.27B | $34.27B | $31.28B | $29.59B | $27.47B | $25.93B | $25.65B | $23.24B | · | $21.93B | $21.92B | $19.83B | · | |
| Shares Outstanding | 119,995,698 | 79,029,499 | 52,356,371 | 52,186,635 | 49,029,208 | 48,765,820 | 32,034,629 | 47,811,539 | 31,742,085 | 31,650,247 | 31,494,180 | · | 20,749,625 | 20,678,698 | 20,580,967 | · |
Flujo de Efectivo 13
| Métrica | Tendencia | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $27M | $27M | $25M | $21M | $15M | $16M | $16M | $17M | $12M | $12M | $11M | $11M | $14M | $13M | $13M | $12M | |
| Stock-based Comp | $14M | $14M | $14M | $14M | $13M | $11M | $11M | $9M | $11M | $9M | $8M | $7M | $6M | $9M | $6M | $5M | |
| Deferred Tax | $4M | $800.0K | $14M | $-5M | $-4M | $10M | $5M | $-7M | $-300.0K | $-5M | $2M | $-6M | $1M | $-2M | $4M | $-700.0K | |
| Amort. of Intangibles | $9M | $10M | $8M | $6M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $3M | $4M | $4M | $4M | $3M | |
| Other Non-cash | · | · | $-1.45B | · | · | · | $-595M | · | · | · | $63M | · | · | · | $948M | · | |
| Operating Cash Flow | $-1.21B | $2.80B | $-1.26B | $3.53B | $1.49B | $-154M | $-478M | $193M | $-622M | $784M | $152M | $371M | $208M | $-1.65B | $1.05B | $266M | |
| CapEx | $16M | $21M | $15M | $20M | $16M | $15M | $14M | $17M | $18M | $17M | $13M | $14M | $10M | $11M | $11M | $12M | |
| Investing Cash Flow | $-14M | $-19M | $-28M | $-407M | $-16M | $-21M | $-22M | $-19M | $-19M | $-13M | $-13M | $-14M | $-10M | $-11M | $-18M | $-12M | |
| Financing Cash Flow | $101M | $80M | $-300M | $919M | $14M | $-206M | $188M | $114M | $-383M | $380M | $77M | $-82M | $-140M | $-36M | $89M | $-25M | |
| Net Change in Cash | $-1.12B | $2.86B | $-1.59B | $4.05B | $1.50B | $-370M | $-330M | $294M | $-1.03B | $1.15B | $223M | $263M | $61M | $-1.69B | $1.13B | $224M | |
| Taxes Paid | $42M | $34M | $44M | $18M | $43M | $40M | $17M | $29M | $33M | $38M | $18M | $29M | $22M | $23M | $-4M | $31M | |
| Free Cash Flow | · | · | $-1.28B | · | · | · | $-491M | · | · | · | $140M | · | · | · | $1.04B | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $-31M | · | · | · | $912M | · |
Rentabilidad 8
| Métrica | Tendencia | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 3.6% | 3.4% | 3.7% | · | 2.9% | 2.6% | 3.4% | · | 3.4% | 3.7% | 4.0% | · | 5.2% | 4.4% | 5.0% | · | |
| Operating Margin | · | · | · | · | -0.03% | -0.02% | -0.08% | · | -0.10% | -0.06% | -0.08% | · | · | · | · | · | |
| Net Margin | 0.32% | 0.38% | 0.36% | · | 0.18% | 0.19% | 0.30% | · | 0.23% | 0.24% | 0.35% | · | 0.46% | 0.26% | 0.59% | · | |
| Pretax Margin | 0.40% | 0.50% | 0.47% | · | 0.25% | 0.26% | 0.42% | · | 0.33% | 0.33% | 0.49% | · | 0.63% | 0.36% | 0.73% | · | |
| EBITDA Margin | 0.07% | 0.06% | 0.06% | · | 0.01% | 0.02% | -0.02% | · | -0.05% | 0.00% | -0.02% | · | 0.09% | 0.08% | 0.10% | · | |
| ROA | 0.29% | 0.41% | 0.36% | · | 0.21% | 0.25% | 0.32% | · | 0.26% | 0.22% | 0.32% | · | 0.34% | 0.19% | 0.39% | · | |
| ROE | 5.3% | 7.6% | 6.5% | · | 3.5% | 4.2% | 5.2% | · | 4.2% | 3.8% | 5.2% | · | 5.9% | 3.7% | 7.2% | · | |
| ROIC | · | · | · | · | -0.41% | -0.34% | -0.86% | · | -1.2% | -0.61% | -0.76% | · | · | · | · | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | -0.0 | -0.1 | · | · | · | · | · |
Eficiencia 1
| Métrica | Tendencia | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.1 | 1.0 | · | 1.2 | 1.3 | 1.1 | · | 1.1 | 0.9 | 0.9 | · | 0.7 | 0.7 | 0.7 | · |
Valoración (TTM) 10
| Métrica | Tendencia | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $159.81B | $156.51B | $138.68B | · | $126.72B | $114.00B | $96.68B | · | $83.80B | $72.89B | $63.79B | · | $63.15B | $64.49B | $62.67B | · | |
| Net Income TTM | $505M | $448M | $359M | · | $282M | $272M | $269M | · | $254M | $233M | $257M | · | $237M | $231M | $231M | · | |
| Market Cap | $14.22B | $6.37B | $4.98B | · | $4.47B | $3.72B | $2.09B | · | $1.59B | $1.48B | $1.55B | · | $766M | $951M | $872M | · | |
| P/E | 19.4 | 12.0 | 13.9 | · | 16.4 | 14.0 | 10.6 | · | 7.6 | 7.0 | 6.1 | · | 4.5 | 5.0 | 4.3 | · | |
| P/S | 0.1 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | |
| P/B | 5.0 | 2.4 | 2.0 | · | 2.3 | 2.0 | 1.2 | · | 1.0 | 1.0 | 1.0 | · | 0.6 | 0.8 | 0.7 | · | |
| P / Tangible Book | 6.7 | 3.3 | 2.8 | · | 2.4 | 2.1 | 1.2 | · | 1.0 | 1.0 | 1.1 | · | 0.6 | 0.8 | 0.8 | · | |
| P / Cash Flow | · | · | -3.9 | · | · | · | -4.4 | · | · | · | 10.2 | · | · | · | 0.8 | · | |
| P / FCF | · | · | -3.9 | · | · | · | -4.3 | · | · | · | 11.1 | · | · | · | 0.8 | · | |
| Earnings Yield | 5.2% | 8.3% | 7.2% | · | 6.1% | 7.1% | 9.4% | · | 13.2% | 14.3% | 16.3% | · | 22.3% | 20.0% | 23.4% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $132.38B | $99.89B | $60.86B | $66.04B | $42.53B |
| Margen Bruto % | 3.1% | 3.4% | 4.8% | 3.2% | 3.9% |
| Margen Operativo % | — | -0.06% | — | — | — |
| Beneficio neto | $306M | $261M | $238M | $207M | $116M |
| EPS Diluido | $5.89 | $5.31 | $4.97 | $6.67 | $5.74 |
Flujo de Efectivo
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $4.32B | $442M | $-71M | $-279M | $2.06B |
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Propietarios institucionales (13F) 491 declarantes · $4.5B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 119 (+49 vs trimestre anterior) | 30 (+1 vs trimestre anterior) | 143 (-137 vs trimestre anterior) | 149 (+117 vs trimestre anterior) | +2.2M |
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 PORTFOLIO MANAGEMENT LLC | $474 374 342 | 4 003 159 | 10,62% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $379 661 558 | 3 203 895 | 8,50% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $351 075 684 | 2 962 664 | 7,86% | Acciones |
| STATE STREET CORP | $343 807 674 | 2 901 690 | 7,70% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $215 482 528 | 1 818 083 | 4,82% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $172 410 985 | 1 454 945 | 3,86% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $153 534 999 | 1 295 654 | 3,44% | Acciones |
| AltraVue Capital, LLC | $148 890 488 | 1 256 460 | 3,33% | Acciones |
| NORGES BANK | $146 328 896 | 1 234 843 | 3,28% | Acciones |
| Driehaus Capital Management LLC | $103 741 062 | 875 452 | 2,32% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $98 249 312 | 829 108 | 2,20% | Acciones |
| AMERIPRISE FINANCIAL INC | $83 027 620 | 700 655 | 1,86% | Acciones |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $82 249 646 | 694 090 | 1,84% | Acciones |
| FMR LLC | $78 362 065 | 661 283 | 1,75% | Acciones |
| HENNESSY ADVISORS INC | $66 905 100 | 564 600 | 1,50% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $60 176 907 | 507 822 | 1,35% | Acciones |
| Rockefeller Capital Management L.P. | $53 445 633 | 451 018 | 1,20% | Acciones |
| BANK OF AMERICA CORP /DE/ | $48 420 640 | 408 613 | 1,08% | Acciones |
| Candriam S.C.A. | $46 099 385 | 389 399 | 1,03% | Acciones |
| Allspring Global Investments Holdings, LLC | $41 654 844 | 336 632 | 0,93% | Acciones |
| WOODMONT INVESTMENT COUNSEL LLC | $37 673 520 | 317 920 | 0,84% | Acciones |
| ASHFORD CAPITAL MANAGEMENT INC | $37 633 710 | 466 630 | 0,84% | Acciones |
| MORGAN STANLEY | $36 329 256 | 306 576 | 0,81% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $36 069 386 | 304 383 | 0,81% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $33 673 671 | 284 166 | 0,75% | Acciones |
| Public Sector Pension Investment Board | $33 535 144 | 282 997 | 0,75% | Acciones |
| Mariner, LLC | $32 944 912 | 278 016 | 0,74% | Acciones |
| VANGUARD GROUP INC | $30 342 094 | 318 954 | 0,68% | Acciones |
| Champlain Investment Partners, LLC | $28 055 942 | 236 759 | 0,63% | Acciones |
| GOLDMAN SACHS GROUP INC | $25 637 238 | 216 348 | 0,57% | Acciones |
| Toroso Investments, LLC | $25 608 806 | 269 198 | 0,57% | Acciones |
| Perpetual Ltd | $24 670 634 | 208 191 | 0,55% | Acciones |
| Motley Fool Asset Management LLC | $23 807 124 | 200 904 | 0,53% | Acciones |
| RHUMBLINE ADVISERS | $21 508 072 | 181 491 | 0,48% | Acciones |
| ROYCE & ASSOCIATES LP | $20 856 830 | 176 007 | 0,47% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $18 840 197 | 158 989 | 0,42% | Acciones |
| BlackRock, Inc. | $17 105 120 | 144 347 | 0,38% | Acciones |
| Swiss National Bank | $16 846 316 | 142 163 | 0,38% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $16 800 219 | 141 774 | 0,38% | Acciones |
| JANE STREET GROUP, LLC | $16 566 300 | 139 800 | 0,37% | Opción de compra |
| Legato Capital Management LLC | $16 052 009 | 135 460 | 0,36% | Acciones |
| Hiddenite Capital Partners LP | $15 806 597 | 133 389 | 0,35% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $15 599 969 | 131 645 | 0,35% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $15 444 223 | 130 331 | 0,35% | Acciones |
| PRUDENTIAL FINANCIAL INC | $15 205 209 | 128 314 | 0,34% | Acciones |
| LOOMIS SAYLES & CO L P | $14 681 320 | 123 893 | 0,33% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $14 629 181 | 123 453 | 0,33% | Acciones |
| 12th Street Asset Management Company, LLC | $14 300 225 | 120 677 | 0,32% | Acciones |
| BLAIR WILLIAM & CO/IL | $14 148 450 | 119 396 | 0,32% | Acciones |
| Legal & General Group Plc | $12 828 218 | 108 255 | 0,29% | Acciones |
| Apollon Wealth Management, LLC | $12 591 721 | 106 259 | 0,28% | Acciones |
| Phocas Financial Corp. | $12 288 332 | 103 699 | 0,28% | Acciones |
| IBEX WEALTH ADVISORS | $12 261 593 | 103 473 | 0,27% | Acciones |
| BURNEY CO/ | $11 548 299 | 97 454 | 0,26% | Acciones |
| Swedbank AB | $11 494 500 | 97 000 | 0,26% | Acciones |
| Nuveen, LLC | $10 683 249 | 90 154 | 0,24% | Acciones |
| Squarepoint Ops LLC | $10 428 830 | 88 007 | 0,23% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $10 311 278 | 87 015 | 0,23% | Acciones |
| Nine Ten Capital Management LLC | $10 034 000 | 84 679 | 0,22% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9 980 546 | 84 224 | 0,22% | Acciones |
| LPL Financial LLC | $9 760 845 | 82 370 | 0,22% | Acciones |
| Jefferson Bridge Capital, LLC | $9 713 445 | 81 970 | 0,22% | Acciones |
| TD Asset Management Inc | $9 678 843 | 81 678 | 0,22% | Acciones |
| WINTON GROUP Ltd | $9 661 187 | 81 529 | 0,22% | Acciones |
| Foundry Partners, LLC | $9 076 579 | 118 834 | 0,20% | Acciones |
| OP Asset Management Ltd | $8 937 863 | 75 425 | 0,20% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $8 151 852 | 68 792 | 0,18% | Acciones |
| ExodusPoint Capital Management, LP | $7 925 398 | 66 881 | 0,18% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $7 576 261 | 93 940 | 0,17% | Acciones |
| D. E. Shaw & Co., Inc. | $7 472 255 | 63 057 | 0,17% | Acciones |
| Russell Investments Group, Ltd. | $7 161 666 | 60 436 | 0,16% | Acciones |
| Generali Investments CEE, investicni spolecnost, a.s. | $7 077 413 | 59 725 | 0,16% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $6 992 922 | 59 012 | 0,16% | Acciones |
| Walleye Capital LLC | $6 776 541 | 57 186 | 0,15% | Acciones |
| Harvest Investment Services, LLC | $6 747 153 | 56 938 | 0,15% | Acciones |
| CREDIT AGRICOLE S A | $6 629 838 | 55 948 | 0,15% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6 356 222 | 53 639 | 0,14% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 243 197 | 77 411 | 0,14% | Acciones |
| Polar Capital Holdings Plc | $6 147 306 | 51 876 | 0,14% | Acciones |
| Convergence Investment Partners, LLC | $6 002 499 | 50 654 | 0,13% | Acciones |
| DENALI ADVISORS LLC | $5 623 182 | 47 453 | 0,13% | Acciones |
| OSAIC HOLDINGS, INC. | $5 514 872 | 46 537 | 0,12% | Acciones |
| OAK RIDGE INVESTMENTS LLC | $5 510 250 | 46 500 | 0,12% | Acciones |
| Illinois Municipal Retirement Fund | $5 468 064 | 46 144 | 0,12% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $5 466 816 | 46 133 | 0,12% | Acciones |
| FIRST TRUST ADVISORS LP | $5 403 600 | 45 600 | 0,12% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 059 950 | 42 700 | 0,11% | Opción de venta |
| MetLife Investment Management, LLC | $5 017 409 | 42 341 | 0,11% | Acciones |
| MidFirst Bank | $4 999 160 | 42 187 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 988 850 | 42 100 | 0,11% | Opción de compra |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4 934 459 | 41 641 | 0,11% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $4 673 878 | 39 442 | 0,10% | Acciones |
| CITADEL ADVISORS LLC | $4 639 275 | 39 150 | 0,10% | Opción de compra |
| BARCLAYS PLC | $4 605 149 | 38 862 | 0,10% | Acciones |
| Aubrey Capital Management Ltd | $4 585 716 | 58 050 | 0,10% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $4 560 236 | 38 483 | 0,10% | Acciones |
| Millington Financial Advisors, LLC | $4 510 383 | 65 692 | 0,10% | Acciones |
| Twin Tree Management, LP | $4 420 050 | 37 300 | 0,10% | Opción de compra |
| Future Fund LLC | $4 253 202 | 35 892 | 0,10% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $4 131 029 | 34 861 | 0,09% | Acciones |
Informantes de la empresa 38 insiders · 11 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Philip Andrew Smith | Chief Executive Officer | 22 de julio de 2026 M | 738 216 | 0 | 3 | $-9 463 652 |
| William J Dunaway | Chief Financial Officer | 14 de agosto de 2026 M | 502 203 | 0 | 4 | $-28 948 918 |
| Charles M Lyon | President | 12 de junio de 2026 S | 216 495 | 0 | 1 | $-1 187 640 |
| Stuart Davison | Chief Operating Officer | 5 de marzo de 2025 A | 5 146 | 0 | 0 | $0 |
| Eward R Confrancesco JR | FORMER COO | 17 de marzo de 2005 J | 0 | 0 | 0 | $0 |
| Diego Rotsztain | Chief Governance/Legal Officer | 24 de julio de 2026 S | 34 870 | 0 | 2 | $-3 764 100 |
| Sean Michael Oconnor | Executive Vice-Chairman-Board | 22 de julio de 2026 M | 1 750 447 | 0 | 10 | $-71 418 161 |
| Aaron Schroeder | Chief Accounting Officer | 16 de diciembre de 2024 F | 23 785 | 0 | 0 | $0 |
| Brian T Sephton | Chief Legal Officer | 18 de julio de 2018 S | 108 137 | 0 | 0 | $0 |
| David Albert Bolte | Secretary | 14 de diciembre de 2012 A | 9 242 | 0 | 0 | $0 |
| Nancey M. Mcmurtry | VP | 9 de febrero de 2012 X | 48 909 | 0 | 0 | $0 |
| Steven A Kass | Consejero | 31 de julio de 2026 A | 80 073 | 0 | 0 | $0 |
| Annabelle G Bexiga | Consejero | 15 de julio de 2026 S | 18 688 | 0 | 2 | $-370 920 |
| Bruce Krehbiel | Consejero | 31 de enero de 2022 A | 30 299 | 0 | 0 | $0 |
| Paul G Anderson | Consejero | 5 de julio de 2018 S | 17 867 | 0 | 0 | $0 |
| Edward J Grzybowski | Consejero | 14 de febrero de 2018 A | 5 274 | 0 | 0 | $0 |
| Justin Rex Wheeler | Consejero | 31 de octubre de 2012 A | 8 623 | 0 | 0 | $0 |
| Brent Bunte | Consejero | 31 de enero de 2012 A | 5 347 | 0 | 0 | $0 |
| Abigail H Perkins | — | 10 de agosto de 2026 M | 96 663 | 0 | 3 | $-1 430 835 |
| Dhamu R. Thamodaran | — | 10 de agosto de 2026 P | 75 760 | 1 | 0 | $161 200 |
| Mark Lowry Maurer | — | 7 de agosto de 2026 M | 236 964 | 0 | 4 | $-13 618 940 |
| John Moore Fowler | — | 5 de agosto de 2026 S | 255 271 | 0 | 4 | $-459 721 |
| Diane L. Cooper | — | 31 de julio de 2026 A | 56 102 | 0 | 0 | $0 |
| John Radziwill | — | 31 de julio de 2026 A | 231 850 | 1 | 0 | $97 250 |
| Eric Parthemore | — | 11 de mayo de 2026 S | 43 874 | 0 | 1 | $-308 250 |
| Glenn Henry Stevens | — | 18 de febrero de 2025 S | 77 964 | 0 | 0 | $0 |
| Xuong Nguyen | — | 15 de julio de 2024 M | 60 816 | 0 | 0 | $0 |
| Scott J Branch | — | 13 de marzo de 2024 S | 512 434 | 0 | 0 | $0 |
| Patricia Marie Harrod | — | 26 de octubre de 2021 S | 12 066 | 0 | 0 | $0 |
| Daryl K Henze | — | 6 de julio de 2020 S | 21 080 | 0 | 0 | $0 |
| Malcolm James Wilde | — | 16 de diciembre de 2016 X | 62 698 | 0 | 0 | $0 |
| Diego J Veitia | — | 30 de abril de 2014 A | 7 074 | 0 | 0 | $0 |
| Peter J. Nessler Jr. | — | 28 de abril de 2014 X | 4 425 | 0 | 0 | $0 |
| George P. Hanley | — | 16 de octubre de 2013 S | 68 757 | 0 | 0 | $0 |
| Jack Friedman | — | 3 de mayo de 2013 P | 20 498 | 0 | 0 | $0 |
| James William Tivy | — | 14 de marzo de 2013 S | 126 | 0 | 0 | $0 |
| Robert A Miller | — | 6 de julio de 2012 S | 23 451 | 0 | 0 | $0 |
| Jonathan C Hinz | — | 30 de junio de 2008 S | 11 095 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 9 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 |
|---|---|---|---|---|---|
| INTL FCStone Inc. | 9 de marzo de 2020 | — | Presentación inicial | M&A / venta | SEC |
| FCStone Group, Inc. ×3 presentaciones | 30 de septiembre de 2009 | — | Presentación inicial | — | SEC |
| Sean M. O’Connor, St. James Trust | 19 de febrero de 2004 | — | Presentación inicial | — | SEC |
| Barbara L. Branch N.A. | 18 de febrero de 2004 | — | Presentación inicial | — | SEC |
| Scott J. Branch N.A. | 18 de febrero de 2004 | — | Presentación inicial | — | SEC |
| Goldcrown Asset Management Limited ×2 presentaciones | 17 de febrero de 2004 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 10 de enero de 2003 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 10 de enero de 2003 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 10 de enero de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 98 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 |
|---|---|---|---|---|
| TMFM · RBB Fund, Inc. | 8,59% | 88 471 NS | 31 de mayo de 2026 | N-PORT |
| TMFS · RBB Fund, Inc. | 5,56% | 29 028 NS | 31 de mayo de 2026 | N-PORT |
| SAWS · ETF Series Solutions | 5,31% | 3,532,50 NS | 30 de abril de 2026 | N-PORT |
| RSMC · Tidal Trust III | 4,53% | 322 384 NS | 30 de abril de 2026 | N-PORT |
| SCAP · Series Portfolios Trust | 4,24% | 7 627 NS | 31 de mayo de 2026 | N-PORT |
| TMFG · RBB Fund, Inc. | 4,03% | 126 774 NS | 31 de mayo de 2026 | N-PORT |
| COPY · RBB Fund Trust | 1,98% | 60 182 NS | 31 de mayo de 2026 | N-PORT |
| SIXS · EXCHANGE TRADED CONCEPTS TRUST | 1,56% | 17 493 NS | 31 de mayo de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 1,16% | 1 250 NS | 30 de abril de 2026 | N-PORT |
| BRNY · EA Series Trust | 1,08% | 56 321 NS | 30 de abril de 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 1,01% | 30 202 NS | 30 de abril de 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0,86% | 46 725 NS | 31 de mayo de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,85% | 78 595 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,77% | 1 835 737 NS | 31 de mayo de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,70% | 16 027 NS | 31 de mayo de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,54% | 105 697 NS | 30 de junio de 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,51% | 2 370 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,38% | 26 187 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,35% | 838 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,34% | 29 963 NS | 31 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,33% | 2 509 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,30% | 16 398 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,24% | 31 901 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,21% | 47 989 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,21% | 3 461 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,19% | 245 764 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,17% | 336 193 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,12% | 2 706 NS | 31 de mayo de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,09% | 5 204 NS | 31 de mayo de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,09% | 11 256 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,09% | 2 737 NS | 31 de mayo de 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,08% | 1 305 NS | 30 de abril de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,08% | 17 310 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,07% | 13 167 NS | 30 de abril de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,07% | 2 370 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,06% | 79 117 NS | 30 de abril de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,06% | 68 535 NS | 31 de mayo de 2026 | N-PORT |
| FHEQ · Fidelity Greenwood Street Trust | 0,05% | 3 902 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,04% | 2 894 NS | 31 de mayo de 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,04% | 4 478 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,04% | 2 316 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,04% | 46 548 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,04% | 7 125 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,04% | 69 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 140 061 NS | 30 de abril de 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0,03% | 68 578 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 1 099 NS | 30 de abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,03% | 3 314 NS | 31 de mayo de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 601 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 6 444 NS | 30 de abril de 2026 | N-PORT |