STBA S&T Bancorp, Inc. - Common Stock
$50,51
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$34–$54
84% of range
Calificación del Analista
HOLD
13 analysts
Precio Objetivo
$53
+6% upside
P/E (TTM)
14.5
ROE
9.2%
Margen de Beneficio Neto
33.4%
STBA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$50.51
Capitalización Bursátil
$1.89B
P/E (TTM)
14.5
BPA (TTM)
$3.49
Ingresos (TTM)
—
Rendimiento div.
2.8%
ROE
9.2%
Deuda/Capital
0.1
Rango 52S
$34 – $54
STBA 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
—
BPA
$3.49
2016-12-31
→
2025-12-31
Flujo de caja libre
$129M
2016-12-31
→
2025-12-31
Márgenes
33.4%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
STBA
Mediana de Pares
P/E (TTM)
14.5
15.0
P/S (TTM) (P/V (TTM))
4.7
2.8
P/B (P/C)
1.3
1.1
EV / EBITDA
181.0
—
Price / FCF (Precio / FCF)
14.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
STBA
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
33.4%
29.6%
ROA
1.4%
1.0%
ROE
9.2%
8.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
STBA
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.1
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
STBA
Mediana de Pares
Revenue YoY (Ingresos interanuales)
4.8%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
2.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
3.5%
—
EPS YoY (EPS interanual)
2.4%
—
Net Income YoY (Beneficio Neto interanual)
2.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
STBA
Mediana de Pares
Payout Ratio (Ratio de Pago)
39.4%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.8%
Ratio de Pago
39.4%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 14 de mayo de 2026 | $0,3700 |
| 12 de febrero de 2026 | $0,3600 |
| 13 de noviembre de 2025 | $0,3600 |
| 14 de agosto de 2025 | $0,3400 |
| 15 de mayo de 2025 | $0,3400 |
| 13 de febrero de 2025 | $0,3400 |
| 7 de noviembre de 2024 | $0,3400 |
| 8 de agosto de 2024 | $0,3300 |
| 8 de mayo de 2024 | $0,3300 |
| 7 de febrero de 2024 | $0,3300 |
| 8 de noviembre de 2023 | $0,3300 |
| 9 de agosto de 2023 | $0,3200 |
| 10 de mayo de 2023 | $0,3200 |
| 9 de febrero de 2023 | $0,3200 |
| 2 de noviembre de 2022 | $0,3100 |
| 3 de agosto de 2022 | $0,3000 |
| 4 de mayo de 2022 | $0,3000 |
| 9 de febrero de 2022 | $0,2900 |
| 3 de noviembre de 2021 | $0,2900 |
| 4 de agosto de 2021 | $0,2800 |
STBA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
13 analistas
- Compra fuerte 2 15,4%
- Compra 4 30,8%
- Mantener 7 53,8%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-16
Mediana
$53.00
← Por Debajo de Todos los Objetivos
$50.51
Mín
$51.00
Máx
$57.00
Objetivo mediano
$53.00
+4,9%
Objetivo medio
$53.33
+5,6%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.05%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.02 | $0.94 | 0.08% |
| 31 de marzo de 2026 | $0.94 | $0.88 | 0.06% |
| 31 de diciembre de 2025 | $0.89 | $0.89 | -0.00% |
| 30 de septiembre de 2025 | $0.91 | $0.87 | 0.04% |
| 30 de junio de 2025 | $0.83 | $0.82 | 0.01% |
| 31 de marzo de 2025 | $0.87 | $0.76 | 0.11% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| STBA | $1.47B | 11.3 | 4.8% | 33.4% | 9.2% | — |
| GABC | $1.47B | 12.8 | 37.8% | 23.1% | 10.1% | — |
| TFIN | $1.49B | 67.3 | 5.6% | 5.8% | 2.7% | — |
| HOPE | $1.41B | 22.4 | 5.0% | 12.3% | 2.7% | — |
| TCBK | $1.53B | 12.8 | 4.1% | 227.5% | 9.4% | — |
| DCOM | $1.32B | 12.8 | 19.0% | 556.0% | 7.6% | — |
| CASH | — | 9.4 | 5.3% | 22.1% | 22.1% | — |
| FSUN | $1.05B | 10.8 | 8.4% | 23.4% | 8.7% | — |
| CNOB | — | — | — | — | — | — |
| BY | $1.33B | 10.1 | 9.7% | 29.1% | 10.6% | — |
| QCRH | $1.39B | 11.1 | 46.3% | 34.4% | 11.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $128M | $25M | $13M | $41M | $74M | $55M | $35M | $25M | $16M | $12M | |
| Interest Income | $516M | $516M | $478M | $341M | $289M | $320M | $320M | $290M | $261M | $228M | $204M | $161M | |
| Pretax Income | $168M | $165M | $179M | $169M | $136M | $21M | $117M | $123M | $119M | $97M | $91M | $75M | |
| Income Tax | $34M | $34M | $34M | $33M | $25M | $-1.0K | $19M | $18M | $46M | $25M | $24M | $18M | |
| Net Income | $134M | $131M | $145M | $136M | $110M | $21M | $98M | $105M | $73M | $71M | $67M | $58M | |
| EPS (Basic) | $3.51 | $3.43 | $3.76 | $3.47 | $2.81 | $0.54 | $2.84 | $3.03 | $2.10 | $2.06 | $1.98 | $1.95 | |
| EPS (Diluted) | $3.49 | $3.41 | $3.74 | $3.46 | $2.81 | $0.53 | $2.82 | $3.01 | $2.09 | $2.05 | $1.98 | $1.95 | |
| Shares (Basic) | 38,195,322 | 38,237,531 | 38,432,447 | 38,988,174 | 39,050,241 | 39,070,439 | 34,628,191 | 34,775,784 | 34,729,376 | 34,677,738 | 33,812,990 | 29,683,103 | |
| Shares (Diluted) | 38,491,504 | 38,527,104 | 38,685,618 | 39,030,934 | 39,052,961 | 39,073,219 | 34,679,478 | 34,975,409 | 34,954,767 | 34,773,170 | 33,848,082 | 29,708,724 | |
| EBITDA | $10M | $11M | $8M | $9M | $11M | $8M | $6M | $5M | $2M | $4M | $356.0K | $5M |
Balance general 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $163M | $245M | $234M | $210M | $922M | $230M | $198M | $155M | $117M | $139M | $99M | $110M | |
| PP&E (Net) | · | · | · | · | · | · | $57M | $42M | $43M | $45M | $49M | $38M | |
| PP&E (Gross) | · | · | · | · | · | · | $123M | $103M | $100M | $99M | $98M | $84M | |
| Accum. Depreciation | · | · | · | · | · | · | $66M | $61M | $57M | $54M | $49M | $46M | |
| Goodwill | $373M | $373M | $373M | $373M | $373M | $373M | $372M | $287M | $292M | $292M | $292M | $176M | |
| Intangibles | $2M | $3M | $4M | $5M | $7M | $9M | $11M | $3M | $4M | $5M | $7M | $3M | |
| Total Assets | $9.87B | $9.66B | $9.55B | $9.11B | $9.49B | $8.97B | $8.76B | $7.25B | $7.06B | $6.94B | $6.32B | $4.96B | |
| Short-term Debt | $165M | $150M | $415M | $370M | $0 | $140M | $301M | $488M | $590M | $711M | $418M | $321M | |
| Total Liabilities | $8.41B | $8.28B | $8.27B | $7.93B | $8.28B | $7.81B | $7.57B | $6.32B | $6.18B | $6.10B | $5.53B | $4.36B | |
| Long-term Debt | · | · | · | · | · | · | $115M | $116M | $93M | $60M | $163M | $65M | |
| Total Debt | $165M | $150M | $415M | $370M | $84M | $140M | $301M | $488M | $590M | $711M | $418M | $321M | |
| Common Stock | $104M | $104M | $104M | $104M | $104M | $104M | $104M | $90M | $90M | $90M | $90M | $78M | |
| Paid-in Capital | $413M | $412M | $409M | $406M | $403M | $401M | $400M | $210M | $216M | $213M | $211M | $79M | |
| Retained Earnings | $1.12B | $1.04B | $960M | $864M | $774M | $710M | $761M | $702M | $628M | $586M | $544M | $504M | |
| Treasury Stock | $131M | $97M | $98M | $77M | $67M | $69M | $61M | $44M | $32M | $34M | $36M | $39M | |
| AOCI | $-42M | $-77M | $-91M | $-112M | $-7M | $9M | $-12M | $-23M | $-18M | $-14M | $-16M | $-14M | |
| Stockholders' Equity | $1.46B | $1.38B | $1.28B | $1.18B | $1.21B | $1.15B | $1.19B | $936M | $884M | $842M | $792M | $608M | |
| Liabilities + Equity | $9.87B | $9.66B | $9.55B | $9.11B | $9.49B | $8.97B | $8.76B | $7.25B | $7.06B | $6.94B | $6.32B | $4.96B | |
| Shares Outstanding | 37,402,705 | 38,259,449 | 38,232,806 | 38,999,733 | 39,351,194 | 39,298,007 | 39,560,304 | 34,683,874 | 34,971,929 | 34,913,023 | 34,810,374 | 29,796,397 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $11M | $8M | $9M | $11M | $12M | $12M | $7M | $2M | $4M | $356.0K | $5M | |
| Stock-based Comp | $5M | $5M | $4M | $3M | $2M | $724.0K | $2M | $2M | $3M | $3M | $2M | $975.0K | |
| Deferred Tax | $175.0K | $-296.0K | $601.0K | $-3M | $2M | $-4M | $-381.0K | $4M | $14M | $536.0K | $-427.0K | $2M | |
| Amort. of Intangibles | $29M | $28M | $27M | $26M | $2M | $2M | $800.0K | $900.0K | $1M | $2M | $2M | $1M | |
| Other Non-cash | $-17M | $27M | $15M | $96M | $89M | $28M | $32M | $13M | $22M | $19M | $-8M | $13M | |
| Operating Cash Flow | $134M | $173M | $172M | $241M | $215M | $52M | $138M | $128M | $114M | $97M | $61M | $78M | |
| CapEx | $5M | $3M | $6M | $4M | $4M | $5M | $5M | $4M | $5M | $4M | $5M | $5M | |
| Investing Cash Flow | $-315M | $-118M | $-444M | $-399M | $13M | $-159M | $-211M | $-202M | $-212M | $-617M | $-406M | $-437M | |
| Debt Issued | $0 | $50M | $25M | $0 | $0 | $0 | $10M | $25M | $35M | $0 | $100M | $0 | |
| Net Debt Issued | $-81.0K | $12M | $20M | $-8M | $-11M | $-27M | $-26M | $25M | $35M | $0 | $100M | · | |
| Stock Repurchased | $36M | $0 | $20M | $8M | $0 | $13M | $18M | $12M | $0 | $0 | $182.0K | $163.0K | |
| Net Stock Activity | $-36M | $0 | $-20M | $-8M | $0 | $-13M | $-18M | $-12M | · | · | $-182.0K | $-163.0K | |
| Dividends Paid | $53M | $51M | $50M | $47M | $44M | $44M | $37M | $35M | $29M | $27M | $24M | $20M | |
| Financing Cash Flow | $100M | $-44M | $296M | $-554M | $464M | $139M | $114M | $112M | $76M | $560M | $335M | $360M | |
| Net Change in Cash | $-81M | $11M | $24M | $-712M | $693M | $32M | $42M | $38M | $-22M | $40M | $-10M | $1M | |
| Taxes Paid | · | $30M | $37M | $31M | $24M | $6M | $15M | $16M | $34M | $27M | $23M | $18M | |
| Free Cash Flow | $129M | $170M | $166M | $237M | $212M | $48M | $133M | $124M | $110M | $93M | $55M | $73M | |
| Levered FCF | · | · | $61M | $217M | $202M | $7M | $72M | $76M | $88M | $75M | $44M | $63M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 33.4% | 34.2% | 35.6% | 36.2% | 32.4% | 6.2% | 32.8% | 37.1% | 25.9% | 27.7% | 28.1% | 29.8% | |
| Pretax Margin | 41.8% | 42.9% | 43.9% | 45.2% | 39.8% | 6.2% | 39.2% | 43.4% | 42.5% | 37.5% | 38.3% | 38.8% | |
| EBITDA Margin | 2.6% | 2.8% | 1.8% | 2.4% | 3.4% | 2.2% | 1.9% | 1.6% | 0.89% | 1.4% | 0.15% | 2.4% | |
| ROA | 1.4% | 1.4% | 1.6% | 1.5% | 1.2% | 0.24% | 1.2% | 1.5% | 1.0% | 1.1% | 1.2% | 1.2% | |
| ROE | 9.2% | 9.5% | 11.6% | 11.6% | 9.2% | 1.8% | 9.0% | 11.3% | 8.2% | 8.5% | 8.5% | 9.5% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.3 | 0.3 | 0.1 | 0.1 | 0.3 | 0.5 | 0.7 | 0.8 | 0.5 | 0.5 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.8% | -5.7% | 8.8% | 9.8% | 0.49% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.4% | 4.0% | 6.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 2.4% | -8.8% | 8.1% | 23.1% | 430.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 0.29% | 6.7% | 91.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 45.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 2.3% | -9.3% | 6.8% | 22.8% | 424.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -0.32% | 6.0% | 90.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 44.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $402M | $384M | $407M | $374M | $341M | $339M | $299M | $284M | $281M | $258M | $239M | $194M | |
| Net Income TTM | $134M | $131M | $145M | $136M | $110M | $21M | $98M | $105M | $73M | $71M | $67M | $58M | |
| Market Cap | $1.47B | $1.46B | $1.28B | $1.33B | $1.24B | $976M | $1.59B | $1.31B | $1.39B | $1.36B | $1.07B | $888M | |
| Enterprise Value | $1.47B | $1.37B | $1.46B | $1.49B | $403M | $887M | $1.70B | $1.65B | $1.87B | $1.93B | $1.39B | $1.10B | |
| P/E | 11.3 | 11.2 | 8.9 | 9.9 | 11.2 | 46.9 | 14.3 | 12.6 | 19.0 | 19.0 | 15.6 | 15.3 | |
| P/S | 3.7 | 3.8 | 3.1 | 3.6 | 3.6 | 2.9 | 5.3 | 4.6 | 5.0 | 5.3 | 4.5 | 4.6 | |
| P/B | 1.0 | 1.1 | 1.0 | 1.1 | 1.0 | 0.8 | 1.3 | 1.4 | 1.6 | 1.6 | 1.4 | 1.5 | |
| P / Tangible Book | 1.4 | 1.5 | 1.4 | 1.7 | 1.5 | 1.3 | · | · | · | · | · | · | |
| P / Cash Flow | 11.0 | 8.4 | 7.4 | 5.5 | 5.7 | 18.3 | 11.5 | 10.3 | 12.2 | 14.1 | 17.7 | 11.4 | |
| P / FCF | 11.4 | 8.6 | 7.7 | 5.6 | 5.8 | 20.3 | 12.0 | 10.6 | 12.7 | 14.6 | 19.3 | 12.2 | |
| EV / EBITDA | 141.1 | 125.9 | 194.0 | 165.4 | 35.1 | 116.0 | 294.5 | 357.8 | 746.7 | 533.2 | 3908.8 | 233.7 | |
| EV / FCF | 11.4 | 8.0 | 8.8 | 6.3 | 1.9 | 18.5 | 12.7 | 13.3 | 17.0 | 20.7 | 25.1 | 15.1 | |
| EV / Revenue | 3.7 | 3.6 | 3.6 | 4.0 | 1.2 | 2.6 | 5.7 | 5.8 | 6.6 | 7.5 | 5.8 | 5.7 | |
| Dividend Yield | 3.6% | 3.5% | 3.9% | 3.5% | 3.6% | 4.5% | 2.3% | 2.6% | 2.1% | 2.0% | 2.3% | 2.3% | |
| Earnings Yield | 8.9% | 8.9% | 11.2% | 10.1% | 8.9% | 2.1% | 7.0% | 8.0% | 5.2% | 5.2% | 6.4% | 6.5% | |
| Payout Ratio | 39.4% | 38.8% | 34.3% | 34.6% | 40.2% | 208.9% | 38.0% | 32.8% | 39.1% | 37.5% | 36.5% | 34.9% | |
| Annual Payout | $53M | $51M | $50M | $47M | $44M | $44M | $37M | $35M | $29M | $27M | $24M | $20M |
Estado de resultados 9
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $45M | $44M | · | $36M | $29M | $22M | · | $6M | |
| Interest Income | $128M | $126M | $131M | $132M | $129M | $125M | $128M | $131M | $129M | $128M | $127M | $123M | $117M | $111M | $103M | $90M | |
| Pretax Income | $45M | $44M | $42M | $44M | $40M | $42M | $41M | $41M | $43M | $39M | $46M | $41M | $42M | $49M | $50M | $46M | |
| Income Tax | $9M | $9M | $8M | $9M | $8M | $8M | $8M | $9M | $8M | $8M | $9M | $8M | $8M | $10M | $10M | $9M | |
| Net Income | $37M | $35M | $34M | $35M | $32M | $33M | $33M | $33M | $34M | $31M | $37M | $33M | $34M | $40M | $40M | $37M | |
| EPS (Basic) | $1.03 | $0.95 | $0.90 | $0.91 | $0.83 | $0.87 | $0.86 | $0.85 | $0.90 | $0.82 | $0.97 | $0.88 | $0.89 | $1.02 | $1.04 | $0.95 | |
| EPS (Diluted) | $1.02 | $0.94 | $0.88 | $0.91 | $0.83 | $0.87 | $0.86 | $0.85 | $0.89 | $0.81 | $0.96 | $0.87 | $0.89 | $1.02 | $1.03 | $0.95 | |
| Shares (Basic) | 35,717,383 | 36,856,572 | -76,750,224 | 38,346,949 | 38,337,851 | 38,260,746 | -76,453,747 | 38,255,184 | 38,243,859 | 38,192,235 | -77,118,798 | 38,174,804 | 38,510,772 | 38,865,669 | -78,106,780 | 38,937,771 | |
| Shares (Diluted) | 36,010,449 | 37,177,888 | -77,340,670 | 38,595,118 | 38,637,400 | 38,599,656 | -76,996,746 | 38,560,409 | 38,531,692 | 38,431,749 | -77,357,016 | 38,367,914 | 38,642,658 | 39,032,062 | · | · |
Balance general 14
| 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 | $218M | $339M | $163M | $196M | $203M | $212M | $245M | $228M | $246M | $207M | · | $238M | $228M | $244M | · | $135M | |
| Goodwill | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | $373M | |
| Intangibles | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | · | · | · | $4M | $5M | $5M | · | $6M | |
| Total Assets | $9.94B | $9.94B | $9.87B | $9.82B | $9.81B | $9.72B | $9.66B | $9.58B | $9.64B | $9.54B | · | $9.47B | $9.25B | $9.19B | · | $8.94B | |
| Short-term Debt | · | · | $165M | · | · | · | $150M | · | · | · | $415M | · | · | · | $370M | · | |
| Total Liabilities | $8.54B | $8.51B | $8.41B | $8.34B | $8.36B | $8.30B | $8.28B | $8.21B | $8.31B | $8.24B | · | $8.24B | $8.04B | $7.97B | · | $7.78B | |
| Common Stock | $104M | $104M | $104M | $104M | $104M | $104M | $104M | $104M | $104M | $104M | · | $104M | $104M | $104M | · | $104M | |
| Paid-in Capital | $411M | $414M | $413M | $412M | $411M | $413M | $412M | $411M | $410M | $410M | · | $408M | $407M | $407M | · | $406M | |
| Retained Earnings | $1.17B | $1.14B | $1.12B | $1.10B | $1.08B | $1.06B | $1.04B | $1.02B | $999M | $977M | · | $935M | $914M | $891M | · | $836M | |
| Treasury Stock | $227M | $181M | $131M | $95M | $95M | $97M | $97M | $97M | $97M | $98M | · | $98M | $98M | $77M | · | $77M | |
| AOCI | $-49M | $-47M | $-42M | $-45M | $-52M | $-61M | $-77M | $-61M | $-94M | $-98M | · | $-126M | $-114M | $-97M | · | $-115M | |
| Stockholders' Equity | $1.40B | $1.43B | $1.46B | $1.48B | $1.45B | $1.42B | $1.38B | $1.38B | $1.32B | $1.30B | $1.28B | $1.22B | $1.21B | $1.23B | $1.18B | $1.15B | |
| Liabilities + Equity | $9.94B | $9.94B | $9.87B | $9.82B | $9.81B | $9.72B | $9.66B | $9.58B | $9.64B | $9.54B | · | $9.47B | $9.25B | $9.19B | · | $8.94B | |
| Shares Outstanding | 35,264,936 | 36,259,649 | 37,402,705 | 38,350,500 | 38,345,448 | 38,261,299 | 38,259,449 | 38,259,730 | 38,256,204 | 38,233,280 | · | 38,244,309 | 38,241,918 | 38,998,156 | · | 39,012,773 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $28M | $43M | $36M | $40M | $28M | $29M | $55M | $28M | $45M | $46M | $31M | $63M | $41M | $44M | $35M | $52M | |
| CapEx | $847.0K | $969.0K | $1M | $604.0K | $1M | $2M | $858.0K | $669.0K | $739.0K | $533.0K | $588.0K | $2M | $1M | $1M | $986.0K | $1M | |
| Investing Cash Flow | $-112M | $85M | $-86M | $-20M | $-105M | $-104M | $-65M | $17M | $-62M | $-8M | $-107M | $-217M | $-73M | $-56M | $-92M | $-33M | |
| Debt Issued | · | · | $0 | · | · | · | $25M | $25M | · | · | $0 | $0 | · | · | $0 | $0 | |
| Net Debt Issued | · | $-21.0K | · | · | · | $-20.0K | · | · | · | $-121.0K | · | · | · | $-113.0K | · | · | |
| Stock Repurchased | $48M | $50M | · | · | $0 | $0 | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $3M | |
| Net Stock Activity | · | $-50M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $13M | $13M | $14M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $12M | $12M | $12M | $12M | $12M | |
| Financing Cash Flow | $-37M | $48M | $17M | $-27M | $68M | $42M | $27M | $-63M | $56M | $-64M | $71M | $164M | $15M | $46M | $132M | $-228M | |
| Net Change in Cash | $-121M | $176M | $-33M | $-7M | $-9M | $-33M | $17M | $-18M | $39M | $-26M | $-5M | $11M | $-16M | $34M | $75M | $-210M | |
| Taxes Paid | · | · | · | $7M | $11M | $93.0K | · | $10M | $10M | $140.0K | · | $4M | $24M | $-7.0K | $11M | $8M | |
| Free Cash Flow | · | $42M | · | · | · | $27M | · | · | · | $46M | · | · | · | $40M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $10M | · | · | · | $23M | · | · |
Rentabilidad 4
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 34.8% | 34.4% | · | 33.9% | 31.9% | 35.6% | · | 33.8% | 35.5% | 32.4% | · | 33.6% | 33.7% | 39.0% | · | 37.8% | |
| Pretax Margin | 43.2% | 43.1% | · | 42.6% | 40.0% | 44.5% | · | 43.0% | 44.2% | 40.7% | · | 41.4% | 41.2% | 48.4% | · | 47.1% | |
| ROA | 0.37% | 0.36% | · | 0.36% | 0.33% | 0.35% | · | 0.34% | · | 0.33% | · | 0.36% | 0.38% | 0.43% | · | 0.41% | |
| ROE | 2.6% | 2.5% | · | 2.5% | 2.4% | 2.4% | · | 2.5% | · | 2.5% | · | 2.8% | 2.9% | 3.3% | · | 3.2% |
Eficiencia 1
| 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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | · | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $410M | $399M | · | $393M | $387M | $383M | · | $389M | $395M | $400M | · | $402M | $391M | $371M | · | $354M | |
| Net Income TTM | $139M | $135M | · | $133M | $132M | $132M | · | $132M | $134M | $139M | · | $145M | $140M | $135M | · | $123M | |
| Market Cap | $1.73B | $1.52B | · | $1.44B | $1.45B | $1.42B | · | $1.61B | · | $1.23B | · | $1.04B | $1.04B | $1.23B | · | $1.14B | |
| P/E | 13.3 | 11.8 | · | 10.9 | 11.0 | 10.8 | · | 12.3 | 9.7 | 8.9 | · | 7.3 | 7.6 | 9.1 | · | 9.4 | |
| P/S | 4.2 | 3.8 | · | 3.7 | 3.7 | 3.7 | · | 4.1 | · | 3.1 | · | 2.6 | 2.7 | 3.3 | · | 3.2 | |
| P/B | 1.2 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 1.2 | · | 0.9 | · | 0.8 | 0.9 | 1.0 | · | 1.0 | |
| P / Tangible Book | 1.7 | 1.4 | · | 1.3 | 1.4 | 1.4 | · | 1.6 | · | 1.3 | · | 1.2 | 1.2 | 1.4 | · | 1.5 | |
| P / Cash Flow | · | 35.7 | · | · | · | 49.4 | · | · | · | 26.4 | · | · | · | 29.3 | · | · | |
| P / FCF | · | 36.5 | · | · | · | 52.6 | · | · | · | 26.8 | · | · | · | 30.3 | · | · | |
| Earnings Yield | 7.5% | 8.5% | · | 9.2% | 9.1% | 9.2% | · | 8.2% | 10.4% | 11.2% | · | 13.8% | 13.2% | 11.0% | · | 10.7% | |
| Payout Ratio | · | 38.1% | · | · | · | 39.0% | · | · | · | 40.4% | · | · | · | 31.1% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $134M | $131M | $145M | $136M | $110M |
| EPS Diluido | $3.49 | $3.41 | $3.74 | $3.46 | $2.81 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | 0.1 | 0.3 | 0.3 | 0.1 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $129M | $170M | $166M | $237M | $212M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 251 declarantes · $859.1M 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 |
|---|---|---|---|---|
| 37 (+6 vs trimestre anterior) | 15 (+1 vs trimestre anterior) | 73 (+9 vs trimestre anterior) | 72 (-2 vs trimestre anterior) | +4.8M |
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 | $117 580 465 | 2 395 690 | 13,69% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $109 346 068 | 2 227 915 | 12,73% | Acciones |
| STATE STREET CORP | $91 866 913 | 1 871 779 | 10,69% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $79 455 808 | 1 618 904 | 9,25% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68 271 409 | 1 391 023 | 7,95% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $41 668 451 | 848 802 | 4,85% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $32 763 305 | 667 549 | 3,81% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $24 598 945 | 501 201 | 2,86% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $14 003 506 | 285 320 | 1,63% | Acciones |
| Qube Research & Technologies Ltd | $13 523 552 | 275 541 | 1,57% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $11 662 979 | 237 632 | 1,36% | Acciones |
| Bank of New York Mellon Corp | $11 252 424 | 229 267 | 1,31% | Acciones |
| EARNEST PARTNERS LLC | $9 585 913 | 195 312 | 1,12% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8 733 492 | 177 944 | 1,02% | Acciones |
| Empowered Funds, LLC | $8 531 037 | 173 819 | 0,99% | Acciones |
| Integrated Wealth Concepts LLC | $8 205 014 | 167 179 | 0,96% | Acciones |
| Public Sector Pension Investment Board | $8 094 028 | 164 915 | 0,94% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 665 413 | 156 182 | 0,89% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7 580 897 | 154 460 | 0,88% | Acciones |
| ProShare Advisors LLC | $7 199 350 | 146 686 | 0,84% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $6 616 586 | 134 812 | 0,77% | Acciones |
| First Commonwealth Financial Corp /PA/ | $6 598 904 | 134 452 | 0,77% | Acciones |
| CITADEL ADVISORS LLC | $6 085 822 | 123 998 | 0,71% | Acciones |
| Waldron Private Wealth LLC | $6 083 081 | 123 942 | 0,71% | Acciones |
| FIRST TRUST ADVISORS LP | $6 017 846 | 122 613 | 0,70% | Acciones |
| RHUMBLINE ADVISERS | $4 827 199 | 98 354 | 0,56% | Acciones |
| Quantinno Capital Management LP | $3 878 895 | 79 032 | 0,45% | Acciones |
| FIFTH THIRD BANCORP | $3 862 301 | 78 694 | 0,45% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 848 215 | 78 407 | 0,45% | Acciones |
| Global Retirement Partners, LLC | $3 809 214 | 77 612 | 0,44% | Acciones |
| FRANKLIN RESOURCES INC | $3 781 123 | 77 040 | 0,44% | Acciones |
| Swiss National Bank | $3 612 288 | 73 600 | 0,42% | Acciones |
| DEAN INVESTMENT ASSOCIATES, LLC | $3 431 428 | 69 915 | 0,40% | Acciones |
| Edgestream Partners, L.P. | $3 327 133 | 67 790 | 0,39% | Acciones |
| Brandywine Global Investment Management, LLC | $3 007 953 | 76 441 | 0,35% | Acciones |
| Campbell & CO Investment Adviser LLC | $2 807 867 | 57 210 | 0,33% | Acciones |
| D. E. Shaw & Co., Inc. | $2 785 192 | 56 748 | 0,32% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 781 167 | 56 666 | 0,32% | Acciones |
| Legal & General Group Plc | $2 705 928 | 55 133 | 0,31% | Acciones |
| Stratos Investment Management, LLC | $2 699 793 | 55 008 | 0,31% | Acciones |
| Dean Capital Management | $2 492 381 | 50 782 | 0,29% | Acciones |
| FMR LLC | $2 469 117 | 50 308 | 0,29% | Acciones |
| Corient Private Wealth LP | $2 380 724 | 48 507 | 0,28% | Acciones |
| Key Financial Inc | $2 365 901 | 48 205 | 0,28% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 342 815 | 56 008 | 0,27% | Acciones |
| Brookstone Capital Management | $2 323 693 | 47 345 | 0,27% | Acciones |
| DEUTSCHE BANK AG\ | $1 910 046 | 38 917 | 0,22% | Acciones |
| ROYCE & ASSOCIATES LP | $1 903 617 | 38 786 | 0,22% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 840 206 | 37 494 | 0,21% | Acciones |
| Squarepoint Ops LLC | $1 839 273 | 37 475 | 0,21% | Acciones |
| Linden Thomas Advisory Services, LLC | $1 797 457 | 36 623 | 0,21% | Acciones |
| XTX Topco Ltd | $1 686 045 | 34 353 | 0,20% | Acciones |
| Cubist Systematic Strategies, LLC | $1 645 930 | 43 787 | 0,19% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1 618 904 | 32 985 | 0,19% | Acciones |
| Confluence Wealth Services, Inc. | $1 600 352 | 32 607 | 0,19% | Acciones |
| BlackRock, Inc. | $1 554 953 | 31 682 | 0,18% | Acciones |
| Mirae Asset Global Investments Co., Ltd. | $1 475 590 | 30 065 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 463 674 | 34 991 | 0,17% | Acciones |
| Cetera Investment Advisers | $1 404 921 | 28 625 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 368 007 | 27 873 | 0,16% | Acciones |
| Wharton Business Group, LLC | $1 327 000 | 27 033 | 0,15% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1 304 104 | 26 571 | 0,15% | Acciones |
| Legato Capital Management LLC | $1 299 687 | 26 481 | 0,15% | Acciones |
| Integrated Quantitative Investments LLC | $1 277 847 | 26 036 | 0,15% | Acciones |
| Engineers Gate Manager LP | $1 226 362 | 24 987 | 0,14% | Acciones |
| Stonebridge Financial Group, LLC | $1 210 116 | 24 656 | 0,14% | Acciones |
| VANGUARD GROUP INC | $1 198 837 | 30 466 | 0,14% | Acciones |
| H D Vest Advisory Services | $1 178 641 | 31 164 | 0,14% | Acciones |
| Jain Global LLC | $1 156 619 | 23 566 | 0,13% | Acciones |
| Vanguard Global Advisers, LLC | $1 110 484 | 22 626 | 0,13% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 070 320 | 27 200 | 0,12% | Acciones |
| MetLife Investment Management, LLC | $1 058 410 | 21 565 | 0,12% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 055 662 | 21 509 | 0,12% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $1 020 962 | 20 802 | 0,12% | Acciones |
| Rafferty Asset Management, LLC | $1 004 569 | 20 468 | 0,12% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $996 324 | 20 300 | 0,12% | Acciones |
| BARCLAYS PLC | $951 465 | 19 386 | 0,11% | Acciones |
| Illinois Municipal Retirement Fund | $939 735 | 19 147 | 0,11% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $929 722 | 18 943 | 0,11% | Acciones |
| MORGAN STANLEY | $926 770 | 18 882 | 0,11% | Acciones |
| Nuveen, LLC | $911 121 | 18 564 | 0,11% | Acciones |
| Graham Capital Management, L.P. | $851 931 | 17 358 | 0,10% | Acciones |
| JPMORGAN CHASE & CO | $844 567 | 15 695 | 0,10% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $837 648 | 17 067 | 0,10% | Acciones |
| Louisiana State Employees Retirement System | $775 464 | 15 800 | 0,09% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $766 310 | 15 614 | 0,09% | Acciones |
| State of Tennessee, Department of Treasury | $742 188 | 15 122 | 0,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $735 218 | 14 980 | 0,09% | Acciones |
| Invesco Ltd. | $732 225 | 14 919 | 0,09% | Acciones |
| JANUS HENDERSON GROUP PLC | $716 088 | 17 119 | 0,08% | Acciones |
| Legacy Advisors, LLC | $711 758 | 14 502 | 0,08% | Acciones |
| AlphaQuest LLC | $709 402 | 18 028 | 0,08% | Acciones |
| Novak & Powell Financial Services, Inc. | $678 237 | 13 819 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $673 083 | 13 714 | 0,08% | Acciones |
| &PARTNERS | $651 549 | 13 275 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $645 696 | 13 156 | 0,08% | Acciones |
| Summit Trail Advisors, LLC | $618 948 | 12 611 | 0,07% | Acciones |
| Traynor Capital Management, Inc. | $603 684 | 12 300 | 0,07% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $599 315 | 12 211 | 0,07% | Acciones |
| Atom Investors LP | $599 169 | 12 208 | 0,07% | Acciones |
Informantes de la empresa 69 insiders · 32 directivos · 32 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christopher J. Mccomish | Chief Executive Officer | 23 de febrero de 2022 F | 4 675 | 0 | 0 | $0 |
| Mark Kochvar | SR EXEC VICE PRESIDENT & CFO | 1 de abril de 2026 A | 62 189 | 0 | 0 | $0 |
| David G Antolik | PRESIDENT | 1 de abril de 2026 A | 69 772 | 0 | 0 | $0 |
| Susan A Nicholson | Executive Vice President | 29 de julio de 2026 M | 9 538 | 0 | 0 | $0 |
| Rachel Lynn Smydo | Executive Vice President | 1 de junio de 2026 A | 8 398 | 0 | 0 | $0 |
| Melanie A Lazzari | Executive Vice President | 1 de junio de 2026 A | 15 749 | 0 | 0 | $0 |
| Ladawn D Yesho | Executive Vice President | 1 de junio de 2026 A | 17 164 | 0 | 0 | $0 |
| James Arvo Michie | Executive Vice President | 14 de junio de 2025 M | 6 156 | 0 | 0 | $0 |
| Stephen A. Drahnak | Executive Vice President | 1 de abril de 2025 A | 14 661 | 0 | 0 | $0 |
| Charles Benner Carroll Jr | Executive Vice President | 23 de septiembre de 2022 D | 1 827 | 0 | 0 | $0 |
| George Basara | Executive Vice President | 31 de agosto de 2022 D | 3 330 | 0 | 0 | $0 |
| Mary A Dornetto | Executive Vice President | 1 de abril de 2022 D | 5 366 | 0 | 0 | $0 |
| Brian Richard Dobis | Executive Vice President | 29 de octubre de 2021 D | 1 614 | 0 | 0 | $0 |
| Ernest J. Draganza | Sr Executive Vice President | 31 de mayo de 2021 D | 16 842 | 0 | 0 | $0 |
| David P Ruddock | SR. EXECUTIVE VICE PRESIDENT | 31 de julio de 2020 D | 1 808 | 0 | 0 | $0 |
| Rebecca A. Stapleton | Sr. Executive Vice President | 29 de mayo de 2020 D | 10 444 | 0 | 0 | $0 |
| Patrick J Haberfield | Sr. Executive Vice President | 31 de marzo de 2020 D | 11 297 | 0 | 0 | $0 |
| Thomas J Sposito II | Sr Executive Vice President | 3 de junio de 2019 D | 19 548 | 0 | 0 | $0 |
| James L Mill | Executive Vice President | 21 de marzo de 2016 A | 2 617 | 0 | 0 | $0 |
| William Kendall Poole | Executive Vice President | 21 de marzo de 2016 A | 9 289 | 0 | 0 | $0 |
| Robert G Jorgenson | Executive Vice President | 21 de marzo de 2016 A | 7 341 | 0 | 0 | $0 |
| William Kametz | Executive Vice President | 21 de marzo de 2016 A | 6 116 | 0 | 0 | $0 |
| Richard A Fiscus | Executive Vice President | 21 de marzo de 2016 A | 17 093 | 0 | 0 | $0 |
| Malcolm Emerson Polley | EXECUTIVE VICE PRESIDENT | 21 de marzo de 2016 A | 8 101 | 0 | 0 | $0 |
| David Z Richards JR | Executive Vice President | 21 de marzo de 2016 A | 6 938 | 0 | 0 | $0 |
| Gary M Small | Sr. Executive Vice President | 1 de abril de 2014 J | 0 | 0 | 0 | $0 |
| Thomas E Kiral | EXECUTIVE VICE PRESIDENT | 24 de mayo de 2013 J | 2 011 | 0 | 0 | $0 |
| Edward C Hauck | SR EXECUTIVE VICE PRESIDENT | 15 de mayo de 2013 J | 8 791 | 0 | 0 | $0 |
| Michelle S Petrovsky | EXECUTIVE VICE PRESIDENT | 24 de marzo de 2011 J | 1 558 | 0 | 0 | $0 |
| Gregor T Young IV | EXECUTIVE VICE PRESIDENT | 29 de enero de 2010 S | 967 | 0 | 0 | $0 |
| Tony E Kallsen | Executive Vice President | 1 de mayo de 2009 S | 0 | 0 | 0 | $0 |
| Jeffery J Smead | EXECUTIVE VICE PRESIDENT | 1 de septiembre de 2006 J | 5 495 | 0 | 0 | $0 |
| Stephanie Nycum Doliveira | Consejero | 12 de mayo de 2026 A | 812 | 0 | 0 | $0 |
| Peter G Gurt | Consejero | 12 de mayo de 2026 A | 260 | 0 | 0 | $0 |
| Bhaskar Ramachandran | Consejero | 12 de mayo de 2026 A | 4 114 | 0 | 0 | $0 |
| Lewis W Adkins Jr | Consejero | 12 de mayo de 2026 A | 11 995 | 0 | 0 | $0 |
| Peter Richard Barsz | Consejero | 12 de mayo de 2026 A | 8 539 | 0 | 0 | $0 |
| Christina Anne Cassotis | Consejero | 12 de mayo de 2026 A | 16 602 | 0 | 0 | $0 |
| Jeffrey D Grube | Consejero | 12 de mayo de 2026 A | 46 275 | 1 | 0 | $91 375 |
| Michael J Donnelly | Consejero | 12 de mayo de 2026 A | 23 374 | 0 | 0 | $0 |
| Christine J Toretti | Consejero | 28 de septiembre de 2025 D | 28 000 | 0 | 0 | $0 |
| Frank J Palermo Jr | Consejero | 13 de mayo de 2025 M | 24 716 | 0 | 0 | $0 |
| Steven Jay Weingarten | Consejero | 14 de mayo de 2024 M | 90 506 | 0 | 0 | $0 |
| Robert Edward Kane | Consejero | 5 de agosto de 2021 A | 12 497 | 0 | 0 | $0 |
| James Thomas Gibson | Consejero | 18 de mayo de 2021 S | 92 104 | 0 | 0 | $0 |
| Jerry Delmar Hostetter | Consejero | 10 de febrero de 2021 S | 15 167 | 0 | 0 | $0 |
| James C Miller | Consejero | 18 de mayo de 2020 A | 42 750 | 0 | 0 | $0 |
| Frank W Jones | Consejero | 20 de mayo de 2019 A | 25 408 | 0 | 0 | $0 |
| David Krieger | Consejero | 21 de mayo de 2018 A | 18 927 | 0 | 0 | $0 |
| Charles G Urtin | Consejero | 15 de mayo de 2017 A | 11 382 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 76 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,06% | 153 340 NS | 31 de mayo de 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,93% | 45 507 SH | 8 de agosto de 2026 | Diario |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,75% | 97 550 SH | 8 de agosto de 2026 | Diario |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,39% | 2 108 SH | 8 de agosto de 2026 | Diario |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,37% | 15 380 NS | 30 de abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,34% | 4 245 NS | 30 de abril de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,24% | 41 896 SH | 8 de agosto de 2026 | Diario |
| DPST · Direxion Shares ETF Trust | 0,21% | 23 863 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,21% | 4 586 NS | 31 de mayo de 2026 | N-PORT |
| IJS · iShares Trust | 0,20% | 319 343 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,19% | 76 341 SH | 8 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,18% | 49 790 NS | 30 de abril de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,14% | 20 467 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,13% | 83 123 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,12% | 341 187 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,12% | 32 298 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,12% | 200 990 NS | 30 de abril de 2026 | N-PORT |
| XJR · iShares Trust | 0,12% | 4 251 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,11% | 5 699 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,10% | 2 189 452 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 126 045 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,09% | 511 577 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 13 357 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,08% | 241 675 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,08% | 2 377 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,07% | 447 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,07% | 3 975 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 213 248 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,06% | 889 785 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,06% | 31 542 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,05% | 7 274 SH | 8 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 0,05% | 18 504 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,05% | 16 184 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 97 424 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 25 840 SH | 8 de agosto de 2026 | Diario |
| SCHD · SCHWAB STRATEGIC TRUST | 0,04% | 890 582 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 1 755 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,04% | 523 704 SH | 8 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,04% | 1 130 NS | 30 de abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,04% | 15 788 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,04% | 119 519 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 179 990 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 7 425 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 2 783 NS | 30 de abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,03% | 1 454 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,02% | 1 373 NS | 31 de mayo de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,02% | 1 724 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 10 431 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 412 328 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 823 063 SH | 8 de agosto de 2026 | Diario |