SPH Suburban Propane Partners, L.P. Common Stock
$17,69
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$17–$21
27% of range
Calificación del Analista
SELL
9 analysts
Precio Objetivo
$17
P/E (TTM)
11.5
ROE
—
Margen de Beneficio Neto
7.4%
SPH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$17.69
Capitalización Bursátil
—
P/E (TTM)
11.5
BPA (TTM)
$1.62
Ingresos (TTM)
$1.43B
Rendimiento div.
—
ROE
—
Deuda/Capital
—
Rango 52S
$17 – $21
SPH 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
$1.43B
2016-09-24
→
2025-09-27
BPA
$1.62
2016-09-24
→
2025-09-27
Flujo de caja libre
$114M
2016-09-24
→
2025-09-27
Márgenes
7.4%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SPH
Mediana de Pares
P/E (TTM)
11.5
16.6
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SPH
Mediana de Pares
Operating Margin (Margen Operativo)
14.4%
—
Net Profit Margin (Margen de Beneficio Neto)
7.4%
11.3%
ROA
4.7%
4.3%
ROIC
16.8%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SPH
Mediana de Pares
Current Ratio (Ratio corriente)
0.5
0.9
Quick Ratio (Ratio Rápido)
0.2
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
SPH
Mediana de Pares
Revenue YoY (Ingresos interanuales)
7.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-1.6%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
5.3%
—
EPS YoY (EPS interanual)
42.1%
—
Net Income YoY (Beneficio Neto interanual)
43.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SPH
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 4 de agosto de 2026 | $0,3250 |
| 5 de mayo de 2026 | $0,3250 |
| 3 de febrero de 2026 | $0,3250 |
| 4 de noviembre de 2025 | $0,3250 |
| 5 de agosto de 2025 | $0,3250 |
| 6 de mayo de 2025 | $0,3250 |
| 4 de febrero de 2025 | $0,3250 |
| 5 de noviembre de 2024 | $0,3250 |
| 6 de agosto de 2024 | $0,3250 |
| 6 de mayo de 2024 | $0,3250 |
| 5 de febrero de 2024 | $0,3250 |
| 6 de noviembre de 2023 | $0,3250 |
| 31 de julio de 2023 | $0,3250 |
| 1 de mayo de 2023 | $0,3250 |
| 30 de enero de 2023 | $0,3250 |
| 31 de octubre de 2022 | $0,3250 |
| 1 de agosto de 2022 | $0,3250 |
| 2 de mayo de 2022 | $0,3250 |
| 31 de enero de 2022 | $0,3250 |
| 1 de noviembre de 2021 | $0,3250 |
SPH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
9 analistas
- Compra fuerte 1 11,1%
- Compra 0 0,0%
- Mantener 2 22,2%
- Venta 5 55,6%
- Venta fuerte 1 11,1%
Precio objetivo a 12 meses
1 analistas · 2026-08-17
Mín
$17.00
Máx
$17.00
Objetivo mediano
$17.00
-3,9%
Objetivo medio
$17.00
-3,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Tasa de Superación
25.0%
Sorpresa Media
-0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de septiembre de 2026 | $-0.26 | $-0.17 | -0.09% |
| 30 de junio de 2026 | $-0.26 | $-0.17 | -0.09% |
| 31 de marzo de 2026 | $2.06 | $1.99 | 0.07% |
| 31 de diciembre de 2025 | $0.69 | $0.72 | -0.03% |
| 30 de septiembre de 2025 | $-0.53 | $-0.57 | 0.04% |
| 30 de junio de 2025 | $-0.23 | $-0.19 | -0.04% |
| 31 de marzo de 2025 | $2.10 | $2.20 | -0.10% |
| 30 de junio de 2000 | $-0.47 | $-0.37 | -0.10% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SPH | — | 11.5 | 7.9% | 7.4% | — | — |
| OGS | $4.84B | 17.7 | — | — | 8.0% | — |
| SR | — | — | — | — | — | — |
| MDU | — | 21.0 | 6.7% | 10.2% | 6.9% | — |
| CPK | — | 20.9 | 18.1% | 15.1% | 9.1% | — |
| NWN | $1.94B | 16.9 | 11.8% | 8.8% | 7.9% | — |
| SGU | — | — | 1.0% | 4.1% | — | 31.5% |
| RGCO | $232M | 17.4 | 12.6% | 13.9% | 11.5% | — |
| ATO | $27.59B | 22.9 | 12.9% | 25.5% | 9.0% | — |
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 | $1.43B | $1.33B | $1.43B | $1.50B | $1.29B | $1.11B | $1.27B | $1.34B | $1.19B | $1.05B | $1.42B | $1.94B | |
| Cost of Revenue | $564M | $522M | $590M | $712M | $485M | $383M | $522M | $593M | $477M | $362M | $593M | $1.08B | |
| SG&A Expense | $96M | $90M | $92M | $82M | $74M | $66M | $71M | $66M | $57M | $61M | $68M | $65M | |
| Operating Expenses | $1.23B | $1.16B | $1.22B | $1.30B | $1.08B | $968M | $1.12B | $1.18B | $1.06B | $965M | $1.24B | $1.75B | |
| Operating Income | $206M | $171M | $207M | $206M | $213M | $140M | $151M | $158M | $129M | $90M | $178M | $190M | |
| Interest Expense | $76M | $75M | $73M | $61M | $68M | $75M | $77M | $77M | $75M | · | · | · | |
| Pretax Income | $108M | $75M | $124M | $140M | $124M | $61M | $69M | $76M | $38M | $15M | $85M | $95M | |
| Income Tax | $1M | $734.0K | $668.0K | $429.0K | $1M | $-146.0K | $857.0K | $-606.0K | $459.0K | $588.0K | $700.0K | $767.0K | |
| Net Income | $107M | $74M | $124M | $140M | $123M | $61M | $69M | $77M | $38M | $14M | $84M | $95M | |
| EPS (Basic) | $1.64 | $1.15 | $1.94 | $2.21 | $1.96 | $0.98 | $1.11 | $1.24 | $0.62 | $0.24 | $1.39 | $1.56 | |
| EPS (Diluted) | $1.62 | $1.14 | $1.92 | $2.18 | $1.94 | $0.97 | $1.10 | $1.24 | $0.62 | $0.24 | $1.38 | $1.56 | |
| Shares (Basic) | 65,111,000 | 64,306,000 | 63,835,000 | 63,212,000 | 62,713,000 | 62,299,000 | 61,992,000 | 61,557,000 | 61,224,000 | 60,956,000 | 60,650,000 | 60,481,000 | |
| Shares (Diluted) | 65,589,000 | 64,841,000 | 64,441,000 | 64,018,000 | 63,313,000 | 62,727,000 | 62,366,000 | 61,847,000 | 61,542,000 | 61,176,000 | 60,907,000 | 60,751,000 | |
| EBITDA | $278M | $238M | $269M | $265M | $318M | $257M | $272M | $279M | $243M | $220M | $311M | $327M |
Balance general 21
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $405.0K | $3M | $4M | $4M | $6M | $3M | $2M | $5M | $3M | $37M | $152M | $93M | |
| Receivables | $69M | $66M | $68M | $79M | $71M | $55M | $59M | $71M | $66M | $54M | $60M | $97M | |
| Inventory | $74M | $55M | $62M | $67M | $62M | $47M | $45M | $59M | $53M | $45M | $48M | $91M | |
| Other Current Assets | $23M | $32M | $31M | $25M | $41M | $11M | $17M | $22M | $18M | $11M | $13M | $14M | |
| Current Assets | $166M | $158M | $164M | $175M | $180M | $116M | $123M | $158M | $139M | $147M | $273M | $295M | |
| PP&E (Net) | $691M | $654M | $646M | $564M | $569M | $597M | $627M | $649M | $693M | $742M | $781M | $827M | |
| PP&E (Gross) | $1.70B | $1.61B | $1.55B | $1.44B | $1.41B | $1.40B | $1.39B | $1.37B | $1.37B | $1.37B | $1.36B | $1.36B | |
| Accum. Depreciation | $1.01B | $952M | $909M | $875M | $838M | $799M | $763M | $724M | $680M | $631M | $580M | $530M | |
| Goodwill | $1.16B | $1.15B | $1.15B | $1.11B | $1.11B | $1.10B | $1.10B | $1.09B | $1.09B | $1.09B | $1.09B | $1.09B | |
| Intangibles | $85M | $75M | $81M | $40M | $39M | $84M | $128M | $175M | $220M | $276M | $308M | $359M | |
| Other Non-current Assets | $77M | $95M | $88M | $75M | $26M | $26M | $21M | $26M | $25M | $22M | $36M | $41M | |
| Total Assets | $2.30B | $2.27B | $2.27B | $2.10B | $2.05B | $2.05B | $2.00B | $2.10B | $2.17B | $2.28B | $2.49B | $2.61B | |
| Accounts Payable | $45M | $41M | $40M | $35M | $39M | $32M | $34M | $38M | $39M | $32M | $35M | $49M | |
| Current Liabilities | $303M | $306M | $308M | $307M | $287M | $245M | $216M | $219M | $210M | $205M | $210M | $222M | |
| Capital Leases | $84M | $104M | $108M | $104M | $99M | $93M | · | · | · | · | · | · | |
| Other Non-current Liabilities | $53M | $60M | $70M | $65M | $73M | $80M | $80M | $78M | $81M | $101M | $92M | $71M | |
| Total Liabilities | $1.70B | $1.73B | $1.72B | $1.61B | $1.63B | $1.68B | $1.57B | $1.61B | $1.62B | $1.57B | $1.59B | $1.59B | |
| Long-term Debt | $1.21B | $1.21B | $1.19B | $1.08B | $1.12B | $1.21B | $1.23B | $1.26B | $1.27B | $1.22B | $1.24B | $1.24B | |
| Total Debt | $1.21B | $1.21B | $1.19B | $1.08B | $1.12B | $1.21B | $1.23B | $1.26B | $1.27B | $1.24B | $1.24B | $1.24B | |
| AOCI | $-5M | $-6M | $-11M | $-13M | $-18M | $-26M | $-26M | $-25M | $-29M | $-46M | $-49M | $-46M | |
| Liabilities + Equity | $2.30B | $2.27B | $2.27B | $2.10B | $2.05B | $2.05B | $2.00B | $2.10B | $2.17B | $2.28B | $2.49B | $2.61B |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $72M | $67M | $63M | $59M | $105M | $117M | $121M | $125M | $128M | $130M | $133M | $136M | |
| Deferred Tax | $582.0K | $0 | $-295.0K | $-638.0K | $102.0K | $-496.0K | $0 | $-1M | $0 | $0 | $0 | $0 | |
| Amort. of Intangibles | $13M | $12M | $11M | $8M | $48M | $57M | $56M | $57M | $56M | $57M | $57M | $57M | |
| Other Non-cash | $7M | $19M | $39M | $23M | $-898.0K | $32M | $37M | $8M | $-6M | $13M | $107M | $-5M | |
| Operating Cash Flow | $186M | $161M | $225M | $221M | $227M | $209M | $227M | $210M | $164M | $157M | $324M | $226M | |
| CapEx | $72M | $59M | $45M | $44M | $30M | $32M | $35M | $33M | $28M | $38M | $41M | $30M | |
| Investing Cash Flow | $-128M | $-82M | $-171M | $-94M | $-34M | $-53M | $-49M | $-39M | $-23M | $-54M | · | $-17M | |
| Debt Issued | · | · | $0 | $0 | $650M | $0 | $0 | $0 | $350M | $0 | $250M | $525M | |
| Net Debt Issued | · | · | $0 | $0 | $-136M | · | $0 | $0 | $350M | $0 | $250M | $525M | |
| Financing Cash Flow | $-67M | $-73M | $-45M | $-128M | $-190M | $-155M | $-181M | $-169M | $-175M | $-219M | · | $-224M | |
| Net Change in Cash | $-9M | $6M | $10M | $-2M | $3M | $699.0K | $-3M | $2M | $-35M | $-115M | $60M | $-15M | |
| Free Cash Flow | $114M | $101M | $180M | $176M | $197M | $177M | $192M | $176M | $132M | $119M | $283M | $195M | |
| Levered FCF | $39M | $27M | $107M | $116M | $129M | $102M | $116M | · | · | · | · | · |
Rentabilidad 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.4% | 12.9% | 14.5% | 13.7% | 16.6% | 12.7% | 11.9% | 11.4% | 9.7% | 8.6% | 12.5% | 9.8% | |
| Net Margin | 7.4% | 5.6% | 8.7% | 9.3% | 9.5% | 5.5% | 5.4% | 5.7% | 3.2% | 1.4% | 5.9% | 4.9% | |
| Pretax Margin | 7.5% | 5.6% | 8.7% | 9.3% | 9.6% | 5.5% | 5.5% | 5.7% | 3.2% | 1.4% | 6.0% | 4.9% | |
| EBITDA Margin | 19.4% | 17.9% | 18.9% | 17.7% | 24.7% | 23.2% | 21.4% | 20.7% | 20.5% | 21.0% | 21.9% | 16.9% | |
| ROA | 4.7% | 3.3% | 5.7% | 6.7% | 6.0% | 3.0% | 3.4% | 3.6% | 1.7% | 0.60% | 3.3% | 3.5% | |
| ROIC | 16.8% | 14.0% | 17.3% | 19.1% | 18.9% | 11.6% | 12.1% | 12.3% | 8.9% | 7.0% | 14.2% | 15.2% |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | 0.5 | 0.6 | 0.7 | 0.7 | 0.7 | 1.3 | 1.3 | |
| Quick Ratio | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.4 | 1.0 | 0.9 | |
| Interest Coverage | 2.7 | 2.3 | 2.8 | 3.4 | 3.1 | 1.9 | 2.0 | · | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.7 | 0.7 | 0.6 | 0.5 | 0.6 | 0.6 | 0.5 | 0.4 | 0.6 | 0.7 | |
| Inventory Turnover | 8.7 | 8.9 | 9.2 | 11.1 | 8.9 | 8.3 | 10.0 | 10.6 | 9.7 | 7.8 | 8.6 | 12.8 | |
| Receivables Turnover | 21.1 | 19.8 | 19.5 | 20.0 | 20.3 | 19.3 | 19.4 | 19.6 | 19.9 | 18.4 | 18.1 | 20.2 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.9% | -7.1% | -4.8% | 16.5% | 16.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.6% | 0.98% | 8.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 42.1% | -40.6% | -11.9% | 12.4% | 100.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -9.4% | -16.2% | 25.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 43.7% | -40.1% | -11.4% | 13.8% | 102.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -8.6% | -15.5% | 26.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 11.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.43B | $1.33B | $1.43B | $1.50B | $1.29B | $1.11B | $1.27B | $1.34B | $1.19B | $1.05B | $1.42B | $1.94B | |
| Net Income TTM | $107M | $74M | $124M | $140M | $123M | $61M | $69M | $77M | $38M | $14M | $84M | $95M | |
| P/E | 11.5 | 15.6 | 8.4 | 7.3 | 7.8 | 15.3 | 21.6 | 19.0 | 42.1 | 142.5 | 24.4 | 28.7 | |
| Earnings Yield | 8.7% | 6.4% | 12.0% | 13.8% | 12.8% | 6.6% | 4.6% | 5.3% | 2.4% | 0.70% | 4.1% | 3.5% |
Estado de resultados 15
| 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 | $261M | $551M | $370M | $211M | $260M | $588M | $373M | $209M | $255M | $498M | $366M | $227M | $279M | $527M | $397M | $238M | |
| Cost of Revenue | $101M | $208M | $131M | $75M | $100M | $242M | $147M | $85M | $94M | $190M | $153M | $65M | $110M | $232M | $183M | $136M | |
| SG&A Expense | $16M | $30M | $28M | $21M | $19M | $30M | $27M | $18M | $20M | $26M | $26M | $22M | $21M | $26M | $23M | $17M | |
| Operating Expenses | $259M | $393M | $303M | $228M | $255M | $429M | $314M | $231M | $246M | $361M | $317M | $223M | $264M | $401M | $335M | $275M | |
| Operating Income | $2M | $158M | $68M | $-17M | $6M | $158M | $59M | $-23M | $8M | $137M | $49M | $4M | $15M | $126M | $62M | $-38M | |
| Interest Expense | $19M | $20M | $20M | $17M | $19M | $21M | $20M | $18M | $18M | $20M | $18M | $19M | $19M | $20M | $16M | $15M | |
| Other Non-op | $-721.0K | $-555.0K | · | · | $-1M | $-729.0K | · | · | · | · | · | · | · | · | · | · | |
| Pretax Income | $-17M | $138M | $46M | $-35M | $-15M | $137M | $20M | $-44M | $-17M | $112M | $25M | $-21M | $-5M | $105M | $45M | $-54M | |
| Income Tax | $182.0K | $120.0K | $231.0K | $547.0K | $242.0K | $-4.0K | $563.0K | $210.0K | $243.0K | $32.0K | $249.0K | $247.0K | $244.0K | $225.0K | $-48.0K | $258.0K | |
| Net Income | $-18M | $138M | $46M | $-35M | $-15M | $137M | $19M | $-45M | $-17M | $112M | $24M | $-21M | $-5M | $104M | $45M | $-54M | |
| EPS (Basic) | $-0.26 | $2.07 | $0.69 | $-0.54 | $-0.23 | $2.11 | $0.30 | $-0.69 | $-0.27 | $1.73 | $0.38 | $-0.32 | $-0.08 | $1.63 | $0.71 | $-0.86 | |
| EPS (Diluted) | $-0.26 | $2.06 | $0.69 | $-0.55 | $-0.23 | $2.10 | $0.30 | $-0.69 | $-0.27 | $1.72 | $0.38 | $-0.33 | $-0.08 | $1.62 | $0.71 | $-0.86 | |
| Shares (Basic) | 66,680 | 66,565 | 66,259 | 64,916,246 | 65,381 | 64,876 | 64,497 | 64,113,179 | 64,394 | 64,363 | 64,064 | 63,643,518 | 63,926 | 63,922 | 63,634 | 53,448 | |
| Shares (Diluted) | 66,680 | 66,904 | 66,470 | 65,393,601 | 65,381 | 65,262 | 64,756 | 64,647,407 | 64,394 | 64,818 | 64,381 | 64,248,773 | 63,926 | 64,368 | 63,933 | 581,920 | |
| EBITDA | $19M | $174M | $85M | · | $24M | $176M | $76M | · | $25M | $154M | $65M | · | $30M | $142M | $76M | · |
Balance general 21
| 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 | $5M | $4M | $1M | $405.0K | $1M | $4M | $4M | $3M | $5M | $4M | $6M | $4M | $10M | $7M | $6M | $4M | |
| Receivables | $85M | $148M | $129M | $69M | $80M | $150M | $125M | $66M | $74M | $123M | $119M | · | $78M | $140M | $134M | · | |
| Inventory | $66M | $64M | $69M | $74M | $60M | $58M | $61M | $55M | $51M | $58M | $61M | · | $57M | $66M | $71M | · | |
| Other Current Assets | $38M | $52M | $36M | $23M | $34M | $37M | $40M | $32M | $35M | $41M | $36M | · | $35M | $41M | $44M | · | |
| Current Assets | $194M | $267M | $236M | $166M | $175M | $250M | $230M | $158M | $165M | $226M | $222M | · | $180M | $254M | $256M | · | |
| PP&E (Net) | $722M | $717M | $711M | $691M | $689M | $692M | $686M | $654M | $649M | $644M | $643M | · | $649M | $653M | $562M | · | |
| PP&E (Gross) | · | · | · | $1.70B | · | · | · | $1.61B | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $1.01B | · | · | · | $952M | · | · | · | · | · | · | · | · | |
| Goodwill | $1.17B | $1.17B | $1.17B | $1.16B | $1.16B | $1.16B | $1.16B | $1.15B | $1.15B | $1.15B | $1.15B | · | $1.15B | $1.15B | $1.11B | · | |
| Intangibles | $84M | $87M | $91M | $85M | $88M | $91M | $92M | $75M | $77M | $75M | $78M | · | $84M | $83M | $38M | · | |
| Other Non-current Assets | $86M | $83M | $79M | $77M | $81M | $79M | $78M | $95M | $95M | $96M | $90M | · | $86M | $77M | $65M | · | |
| Total Assets | $2.36B | $2.43B | $2.40B | $2.30B | $2.31B | $2.40B | $2.38B | $2.27B | $2.28B | $2.34B | $2.32B | · | $2.28B | $2.35B | $2.17B | · | |
| Accounts Payable | $37M | $45M | $48M | $45M | $27M | $39M | $86M | $41M | $26M | $52M | $72M | · | $38M | $69M | $82M | · | |
| Current Liabilities | $248M | $248M | $273M | $303M | $251M | $236M | $329M | $306M | $252M | $257M | $310M | · | $264M | $283M | $318M | · | |
| Capital Leases | $74M | $75M | $80M | $84M | $88M | $94M | $102M | $104M | $109M | $112M | $104M | · | $100M | $106M | $100M | · | |
| Other Non-current Liabilities | $47M | $51M | $50M | $53M | $60M | $61M | $60M | $60M | $64M | $64M | $63M | · | $65M | $65M | $60M | · | |
| Total Liabilities | $1.64B | $1.68B | $1.77B | $1.70B | $1.67B | $1.73B | $1.84B | $1.73B | $1.68B | $1.69B | $1.77B | · | $1.70B | $1.74B | $1.64B | · | |
| Long-term Debt | $1.22B | $1.26B | $1.32B | $1.21B | $1.23B | $1.29B | $1.30B | $1.21B | $1.20B | $1.21B | $1.24B | · | $1.22B | $1.24B | $1.11B | · | |
| Total Debt | $1.22B | $1.26B | $1.32B | · | $1.23B | $1.29B | $1.30B | · | $1.20B | $1.21B | $1.24B | · | $1.22B | $1.24B | $1.11B | · | |
| AOCI | $-6M | $-6M | $-6M | $-5M | $-6M | $-6M | $-6M | $-6M | $-10M | $-10M | $-10M | · | $-12M | $-12M | $-12M | · | |
| Liabilities + Equity | $2.36B | $2.43B | $2.40B | $2.30B | $2.31B | $2.40B | $2.38B | $2.27B | $2.28B | $2.34B | $2.32B | · | $2.28B | $2.35B | $2.17B | · |
Flujo de Efectivo 12
| 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 | $17M | $16M | $17M | $19M | $19M | $18M | $17M | $17M | $16M | $17M | $16M | $17M | $16M | $16M | $14M | $14M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-295.0K | · | |
| Other Non-cash | · | · | $-110M | · | · | · | $-28M | · | · | · | $-54M | · | · | · | $-53M | · | |
| Operating Cash Flow | $71M | $116M | $-48M | $42M | $96M | $40M | $9M | $37M | $61M | $75M | $-13M | $58M | $62M | $99M | $6M | $49M | |
| CapEx | $21M | $25M | $20M | $14M | $15M | $19M | $24M | $19M | $15M | $15M | $11M | $12M | $9M | $13M | $11M | $11M | |
| Investing Cash Flow | $-21M | $-25M | $-41M | $-13M | $-18M | $-23M | $-75M | $-22M | $-29M | $-17M | $-14M | $-14M | $-20M | $-123M | $-14M | $-30M | |
| Debt Issued | $0 | $0 | $350M | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-52M | $-87M | $89M | $-29M | $-82M | $-23M | $68M | $-14M | $-32M | $-57M | $31M | $-49M | $-42M | $36M | $10M | $-22M | |
| Net Change in Cash | $-1M | $5M | $-196.0K | $-925.0K | $-5M | $-5M | $2M | $963.0K | $375.0K | $1M | $4M | $-5M | $742.0K | $12M | $2M | $-3M | |
| Free Cash Flow | · | · | $-67M | · | · | · | $-15M | · | · | · | $-24M | · | · | · | $-5M | · | |
| Levered FCF | · | · | $-87M | · | · | · | $-34M | · | · | · | $-42M | · | · | · | $-21M | · |
Rentabilidad 6
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 0.85% | 28.6% | 18.3% | · | 2.1% | 27.0% | 15.8% | · | 3.2% | 27.5% | 13.3% | · | 5.3% | 23.9% | 15.7% | · | |
| Net Margin | -6.7% | 24.9% | 12.4% | · | -5.7% | 23.3% | 5.2% | · | -6.8% | 22.4% | 6.7% | · | -1.9% | 19.8% | 11.4% | · | |
| Pretax Margin | -6.6% | 25.0% | 12.4% | · | -5.6% | 23.3% | 5.3% | · | -6.7% | 22.4% | 6.8% | · | -1.8% | 19.9% | 11.4% | · | |
| EBITDA Margin | 7.2% | 31.6% | 22.8% | · | 9.3% | 29.9% | 20.4% | · | 9.7% | 30.8% | 17.8% | · | 10.9% | 26.9% | 19.1% | · | |
| ROA | -0.75% | 5.7% | 1.9% | · | -0.65% | 5.8% | 0.83% | · | -0.75% | 4.8% | 1.1% | · | -0.24% | 4.6% | 2.1% | · | |
| ROIC | 0.18% | 12.5% | 5.1% | · | 0.46% | 12.2% | 4.4% | · | 0.69% | 11.3% | 3.9% | · | 1.3% | 10.2% | 5.6% | · |
Liquidez y Solvencia 3
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 1.1 | 0.9 | · | 0.7 | 1.1 | 0.7 | · | 0.7 | 0.9 | 0.7 | · | 0.7 | 0.9 | 0.8 | · | |
| Quick Ratio | 0.4 | 0.6 | 0.5 | · | 0.3 | 0.7 | 0.4 | · | 0.3 | 0.5 | 0.4 | · | 0.3 | 0.5 | 0.4 | · | |
| Interest Coverage | 0.1 | 8.0 | 3.4 | · | 0.3 | 7.7 | 3.0 | · | 0.4 | 6.9 | 2.7 | · | 0.8 | 6.3 | 3.9 | · |
Eficiencia 3
| 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 | 0.1 | 0.2 | 0.2 | · | 0.1 | 0.2 | 0.2 | · | 0.1 | 0.2 | 0.2 | · | 0.1 | 0.2 | 0.2 | · | |
| Inventory Turnover | 1.6 | 3.4 | 2.0 | · | 1.8 | 4.2 | 2.4 | · | 1.8 | 3.1 | 2.3 | · | 1.8 | 3.3 | 2.6 | · | |
| Receivables Turnover | 3.2 | 3.7 | 2.9 | · | 3.4 | 4.3 | 3.1 | · | 3.4 | 3.8 | 2.9 | · | 3.2 | 3.5 | 3.1 | · |
Valoración (TTM) 4
| 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 | $1.44B | $1.77B | $1.59B | · | $1.48B | $1.71B | $1.49B | · | $1.40B | $1.67B | $1.57B | · | $1.50B | $1.81B | $1.66B | · | |
| Net Income TTM | $151M | $306M | $187M | · | $125M | $251M | $138M | · | $114M | $235M | $169M | · | $142M | $322M | $239M | · | |
| P/E | 7.7 | 4.4 | 6.6 | · | 9.8 | 5.5 | 8.1 | · | 10.9 | 5.6 | 6.8 | · | 6.7 | 3.0 | 4.1 | · | |
| Earnings Yield | 13.0% | 22.7% | 15.2% | · | 10.2% | 18.1% | 12.3% | · | 9.2% | 17.8% | 14.8% | · | 14.9% | 33.9% | 24.6% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-09-24 | 2021-09-25 | |
|---|---|---|---|---|---|
| Ingresos | $1.43B | $1.33B | $1.43B | $1.50B | $1.29B |
| Margen Operativo % | 14.4% | 12.9% | 14.5% | 13.7% | 16.6% |
| Beneficio neto | $107M | $74M | $124M | $140M | $123M |
| EPS Diluido | $1.62 | $1.14 | $1.92 | $2.18 | $1.94 |
Balance general
| 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-09-24 | 2021-09-25 | |
|---|---|---|---|---|---|
| Ratio corriente | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 |
| Ratio Rápido | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 |
Flujo de Efectivo
| 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-09-24 | 2021-09-25 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $114M | $101M | $180M | $176M | $197M |
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Propietarios institucionales (13F) 158 declarantes · $415.2M 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 |
|---|---|---|---|---|
| 18 (+5 vs trimestre anterior) | 14 (-2 vs trimestre anterior) | 39 (-2 vs trimestre anterior) | 33 (+3 vs trimestre anterior) | +314K |
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 |
|---|---|---|---|---|
| ALPS ADVISORS INC | $251 714 651 | 14 720 155 | 60,62% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $77 443 728 | 4 528 873 | 18,65% | Acciones |
| BOWEN HANES & CO INC | $20 005 040 | 1 016 000 | 4,82% | Acciones |
| Blackstone Inc. | $7 204 777 | 421 332 | 1,74% | Acciones |
| Fractal Investments LLC | $3 674 174 | 214 864 | 0,88% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $3 506 710 | 205 071 | 0,84% | Acciones |
| Lido Advisors, LLC | $3 458 221 | 202 235 | 0,83% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 326 360 | 194 524 | 0,80% | Acciones |
| LPL Financial LLC | $2 592 707 | 151 620 | 0,62% | Acciones |
| LEVIN CAPITAL STRATEGIES, L.P. | $2 491 846 | 145 722 | 0,60% | Acciones |
| MORGAN STANLEY | $2 491 470 | 145 700 | 0,60% | Acciones |
| CITADEL ADVISORS LLC | $2 376 541 | 138 979 | 0,57% | Acciones |
| Private Advisor Group, LLC | $1 408 317 | 82 358 | 0,34% | Acciones |
| Cetera Investment Advisers | $1 150 778 | 67 297 | 0,28% | Acciones |
| MONETA GROUP INVESTMENT ADVISORS LLC | $1 111 021 | 64 972 | 0,27% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 043 206 | 61 006 | 0,25% | Acciones |
| OSAIC HOLDINGS, INC. | $1 042 328 | 60 950 | 0,25% | Acciones |
| JANE STREET GROUP, LLC | $1 024 290 | 59 900 | 0,25% | Opción de compra |
| Mariner, LLC | $933 473 | 54 589 | 0,22% | Acciones |
| Summit Financial, LLC | $924 520 | 54 066 | 0,22% | Acciones |
| SageGuard Financial Group, LLC | $904 231 | 52 879 | 0,22% | Acciones |
| Pathstone Holdings, LLC | $886 703 | 51 854 | 0,21% | Acciones |
| ING GROEP NV | $882 360 | 51 600 | 0,21% | Acciones |
| JANE STREET GROUP, LLC | $836 532 | 48 920 | 0,20% | Acciones |
| CITADEL ADVISORS LLC | $812 250 | 47 500 | 0,20% | Opción de compra |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $796 809 | 46 597 | 0,19% | Acciones |
| Evercore Wealth Management, LLC | $776 990 | 45 438 | 0,19% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $757 171 | 44 279 | 0,18% | Acciones |
| Smith Asset Management Co., LLC | $708 812 | 41 451 | 0,17% | Acciones |
| PNC Financial Services Group, Inc. | $701 784 | 41 040 | 0,17% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $641 823 | 37 533 | 0,15% | Acciones |
| ICON ADVISERS INC/CO | $631 229 | 36 914 | 0,15% | Acciones |
| Wealthstar Advisors, LLC | $584 172 | 34 162 | 0,14% | Acciones |
| Creative Planning | $581 038 | 33 979 | 0,14% | Acciones |
| PARK CIRCLE Co | $564 630 | 33 000 | 0,14% | Acciones |
| CITADEL ADVISORS LLC | $533 520 | 31 200 | 0,13% | Opción de venta |
| SHRIER WEALTH MANAGEMENT, LLC | $527 735 | 30 862 | 0,13% | Acciones |
| Private Portfolio Partners LLC | $487 770 | 28 359 | 0,12% | Acciones |
| STIFEL FINANCIAL CORP | $480 942 | 28 125 | 0,12% | Acciones |
| Allspring Global Investments Holdings, LLC | $449 730 | 26 300 | 0,11% | Acciones |
| Aristides Capital LLC | $448 396 | 26 222 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $413 820 | 24 200 | 0,10% | Opción de compra |
| WELLS FARGO & COMPANY/MN | $390 348 | 22 827 | 0,09% | Acciones |
| GREENUP STREET WEALTH MANAGEMENT LLC | $371 173 | 21 706 | 0,09% | Acciones |
| Clearwave Capital, LLC | $366 336 | 21 423 | 0,09% | Acciones |
| Permanent Capital Management, LP | $309 749 | 18 114 | 0,07% | Acciones |
| XTX Topco Ltd | $307 099 | 17 959 | 0,07% | Acciones |
| UBS Group AG | $300 550 | 17 576 | 0,07% | Acciones |
| FEDERATED HERMES, INC. | $290 426 | 16 984 | 0,07% | Acciones |
| October Effect Ltd | $288 990 | 16 900 | 0,07% | Acciones |
| State of Wyoming | $288 169 | 16 852 | 0,07% | Acciones |
| BLAIR WILLIAM & CO/IL | $284 972 | 16 665 | 0,07% | Acciones |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $274 164 | 16 033 | 0,07% | Acciones |
| Cherokee Insurance Co | $273 600 | 16 000 | 0,07% | Acciones |
| Toroso Investments, LLC | $271 240 | 14 630 | 0,07% | Acciones |
| WOLVERINE TRADING, LLC | $267 696 | 14 400 | 0,06% | Opción de venta |
| Aspire Private Capital, LLC | $264 595 | 15 473 | 0,06% | Acciones |
| AE Wealth Management LLC | $262 263 | 15 337 | 0,06% | Acciones |
| INDEPENDENT FINANCIAL GROUP, LLC | $258 785 | 15 134 | 0,06% | Acciones |
| Advisory Services Network, LLC | $258 150 | 15 097 | 0,06% | Acciones |
| Kestra Advisory Services, LLC | $256 930 | 15 025 | 0,06% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $247 950 | 14 500 | 0,06% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $247 887 | 14 255 | 0,06% | Acciones |
| &PARTNERS | $246 594 | 14 421 | 0,06% | Acciones |
| Legacy Financial Strategies, LLC | $239 400 | 14 000 | 0,06% | Acciones |
| Wealth Advisors of Tampa Bay, LLC | $230 081 | 13 455 | 0,06% | Acciones |
| Secure Asset Management, LLC | $229 609 | 13 427 | 0,06% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $228 545 | 13 365 | 0,06% | Acciones |
| HighTower Advisors, LLC | $220 512 | 12 895 | 0,05% | Acciones |
| WealthCare Investment Partners, LLC | $219 668 | 12 846 | 0,05% | Acciones |
| COMMERCE BANK | $208 124 | 12 171 | 0,05% | Acciones |
| Koshinski Asset Management, Inc. | $205 200 | 12 000 | 0,05% | Acciones |
| JANE STREET GROUP, LLC | $194 940 | 11 400 | 0,05% | Opción de venta |
| Arrow Investment Advisors, LLC | $193 076 | 11 291 | 0,05% | Acciones |
| LRI Investments, LLC | $192 717 | 11 270 | 0,05% | Acciones |
| Archer Investment Corp | $190 665 | 11 150 | 0,05% | Acciones |
| Oxbow Advisors, LLC | $189 468 | 11 080 | 0,05% | Acciones |
| Ethos Financial Group, LLC | $182 389 | 10 666 | 0,04% | Acciones |
| Stratos Wealth Partners, LTD. | $179 752 | 10 511 | 0,04% | Acciones |
| State of Tennessee, Department of Treasury | $165 597 | 9 684 | 0,04% | Acciones |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $136 800 | 8 000 | 0,03% | Acciones |
| Steward Partners Investment Advisory, LLC | $127 845 | 7 476 | 0,03% | Acciones |
| HARBOUR INVESTMENTS, INC. | $124 830 | 7 300 | 0,03% | Acciones |
| BOKF, NA | $100 599 | 5 883 | 0,02% | Acciones |
| Ares Systematic Credit Ltd | $99 043 | 5 792 | 0,02% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $97 729 | 5 715 | 0,02% | Acciones |
| Advocate Investing Services LLC | $94 050 | 5 500 | 0,02% | Acciones |
| Allworth Financial LP | $87 987 | 5 145 | 0,02% | Acciones |
| Geneos Wealth Management Inc. | $81 225 | 4 750 | 0,02% | Acciones |
| Princeton Global Asset Management LLC | $81 193 | 4 748 | 0,02% | Acciones |
| TRUST CO OF TOLEDO NA /OH/ | $77 908 | 4 556 | 0,02% | Acciones |
| Jump Financial, LLC | $71 820 | 4 200 | 0,02% | Acciones |
| JPMORGAN CHASE & CO | $69 960 | 4 000 | 0,02% | Acciones |
| CIBC Private Wealth Group LLC | $68 972 | 3 698 | 0,02% | Acciones |
| CIBC Bancorp USA Inc. | $63 240 | 3 698 | 0,02% | Acciones |
| CWM, LLC | $55 565 | 2 822 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $51 000 | 3 000 | 0,01% | Acciones |
| NewEdge Advisors, LLC | $43 801 | 2 561 | 0,01% | Acciones |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $40 991 | 1 951 | 0,01% | Acciones |
| Spire Wealth Management | $40 852 | 2 389 | 0,01% | Acciones |
Informantes de la empresa 31 insiders · 5 directivos · 4 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael A Stivala | President & CEO | 15 de noviembre de 2025 A | 336 981 | 0 | 0 | $0 |
| Michael Kuglin | Chief Financial Officer | 15 de noviembre de 2025 A | 198 182 | 0 | 0 | $0 |
| Dennis Trautman | Chief Operating Officer | 2 de noviembre de 2005 A | 41 198 | 0 | 0 | $0 |
| Davin A Dambrosio | Vice President & Treasurer | 15 de noviembre de 2025 A | 79 710 | 0 | 0 | $0 |
| Janice G Meola | VP, General Counsel & Secretar | 27 de enero de 2004 S | 0 | 0 | 0 | $0 |
| Harold R Logan JR | Consejero | 19 de noviembre de 2025 D | 26 727 | 0 | 0 | $0 |
| LANDUYT WILLIAM M | Consejero | 14 de noviembre de 2025 M | 74 195 | 0 | 0 | $0 |
| Mark J Anton | Consejero | 4 de febrero de 2005 S | 4 550 | 0 | 0 | $0 |
| Douglas Brinkworth | — | 14 de noviembre de 2025 M | 171 469 | 0 | 0 | $0 |
| Jane Swift | — | 14 de noviembre de 2025 M | 36 809 | 0 | 0 | $0 |
| Daniel S Bloomstein | — | 24 de junio de 2019 S | 24 778 | 0 | 0 | $0 |
| Neil Scanlon | — | 20 de junio de 2019 S | 93 870 | 0 | 0 | $0 |
| Michael A Schueler | — | 15 de noviembre de 2018 F | 31 078 | 0 | 0 | $0 |
| Terence J Connors | — | 15 de noviembre de 2018 A | 28 267 | 0 | 0 | $0 |
| Keith P Onderdonk | — | 15 de noviembre de 2018 F | 34 933 | 0 | 0 | $0 |
| Sandra N Zwickel | — | 15 de noviembre de 2018 F | 29 989 | 0 | 0 | $0 |
| Matthew J Chanin | — | 15 de noviembre de 2018 A | 37 003 | 0 | 0 | $0 |
| Lawrence C Caldwell | — | 15 de noviembre de 2018 A | 40 074 | 0 | 0 | $0 |
| Steven C Boyd | — | 15 de noviembre de 2018 F | 107 553 | 0 | 0 | $0 |
| ABEL PAUL | — | 15 de noviembre de 2018 A | 116 730 | 0 | 0 | $0 |
| John Hoyt Stookey | — | 15 de noviembre de 2018 A | 41 146 | 0 | 0 | $0 |
| John D Collins | — | 18 de noviembre de 2016 S | 28 123 | 0 | 0 | $0 |
| Mark Wienberg | — | 1 de abril de 2016 F | 37 190 | 0 | 0 | $0 |
| Michael M Keating | — | 15 de noviembre de 2015 A | 44 706 | 0 | 0 | $0 |
| MECUM DUDLEY C II | — | 15 de noviembre de 2014 A | 27 734 | 0 | 0 | $0 |
| Michael J Dunn JR | — | 5 de marzo de 2014 P | 138 897 | 0 | 0 | $0 |
| Mark Anton II | — | 7 de diciembre de 2011 G | 19 576 | 0 | 0 | $0 |
| Mark A Alexander | — | 11 de diciembre de 2008 G | 1 289 912 | 0 | 0 | $0 |
| William E Anderson | — | 3 de diciembre de 2007 A | 15 742 | 0 | 0 | $0 |
| Robert M Plante | — | 13 de febrero de 2007 S | 84 791 | 0 | 0 | $0 |
| Jeffrey S Jolly | — | 19 de octubre de 2006 J | 94 241 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Persona informante no revelada, Persona informante no revelada | 19 de octubre de 2006 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 6 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 |
|---|---|---|---|---|
| MLPA · Global X Funds | 3,45% | 3 740 866 NS | 31 de mayo de 2026 | N-PORT |
| AMLP · ALPS ETF Trust | 2,49% | 15 609 456 NS | 31 de mayo de 2026 | N-PORT |
| DIV · Global X Funds | 1,98% | 739 273 NS | 30 de abril de 2026 | N-PORT |
| GYLD · ARROW ETF TRUST | 0,66% | 10 442 NS | 30 de abril de 2026 | N-PORT |
| AMZA · ETFis Series Trust I | 0,20% | 46 234 NS | 30 de abril de 2026 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 0,00% | 100 000 SH | 8 de agosto de 2026 | Diario |