SUI Sun Communities, Inc. Common Stock
NYSE · Real Estate · Ver en SEC EDGAR ↗ 10-K/10-Q Jul 28, 2026SUI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SUI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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Acerca de Sun Communities, Inc. Common Stock Descripción general de la empresa de Wikipedia
Sun Communities, Inc. is a publicly traded real estate investment trust that invests in manufactured housing communities and recreational vehicle communities. As of December 31, 2025, the company owned interests in 513 such properties in the United States, Canada, and the UK.
Sun Communities is listed on the New York Stock Exchange under the symbol: SUI. Gary Shiffman is chairman of Sun Communities, and has been a director since the company went public in 1993. Charles D. Young serves as the company's current Chief Executive Officer.
Brands
Sun Outdoors (formerly known as Sun RV Resorts) is the RV resort division of Sun Communities, Inc. and was established in 1996. It is the owner and operator of more than 170 resorts and campgrounds across the United States and Canada.
History
The company dates to 1975. In December 1993, the company became a public company via an initial public offering. In March 1996, the company acquired 25 manufactured housing communities for $226 million. In 1996, Sun RV Resorts was established.
In June 2016, the company acquired a portfolio of 103-communities mostly located in California, Florida, and Ontario, Canada for $1.7 billion from an affiliate of Centerbridge Partners. In October 2019, the company acquired a portfolio of 31 manufactured housing communities for $343.6 million. In September 2020, the company acquired Safe Harbor Marinas for $2.11 billion. On Nov. 16, 2021, Sun RV Resorts Rebrands to Sun Outdoors.
In April 2022, the company acquired Park Holidays UK for $1.3 billion. In October 2025, Charles D. Young succeeded Gary A. Shiffman as Chief Executive Officer. Mr. Shiffman continues to serve as Chairman of the Board.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | SUI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -17.2promedio 5A ≈35.6 | ≈35.6 | · | · | |
| P/S (TTM) | 6.7promedio 5A ≈6.9 | ≈6.9 | 6.5 | Sobrevalorado | |
| P/C (MRQ) | 2.7promedio 5A ≈2.3 | ≈2.3 | 2.3 | Sobrevalorado | |
| Price / FCF (Precio / FCF) | 36.5promedio 5A ≈25.9 | ≈25.9 | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | 17.2promedio 5A ≈19.0 | ≈19.0 | 17.1 | Sobrevalorado | |
| Precio / Valor Contable Tangible (MRQ) | 2.7promedio 5A ≈2.4 | ≈2.4 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | SUI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 22.0%promedio 5A ≈21.2% | ≈21.2% | · | · | |
| Pretax Margin (Margen antes de impuestos) | -11.2% | · | · | · | |
| Margen de Beneficio Neto (TTM) | -40.0%promedio 5A ≈19.4% | ≈19.4% | 19.2% | Débil | |
| ROA (TTM) | -7.3%promedio 5A ≈3.0% | ≈3.0% | 3.9% | De primer nivel | |
| ROE (TTM) | -13.6%promedio 5A ≈6.2% | ≈6.2% | 7.2% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | SUI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 2.0%promedio 5A ≈-7.4% | ≈-7.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -8.1%promedio 5A ≈3.2% | ≈3.2% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 10.5% | · | · | · | |
| EPS YoY (EPS interanual) | 1426.8% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 1264.8% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 75.7% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 51.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 75.5% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 57.2% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | SUI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2promedio 5A ≈0.2 | ≈0.2 | 0.2 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$639.3K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 30, 2026 | $1,12 | USD | ≈4.0% |
| Jun 30, 2026 | $1,12 | USD | ≈3.6% |
| Mar 31, 2026 | $1,12 | USD | ≈6.5% |
| Dic 31, 2025 | $1,04 | USD | ≈6.5% |
| Sep 30, 2025 | $1,04 | USD | ≈6.2% |
| Jun 30, 2025 | $1,04 | USD | ≈6.2% |
| May 14, 2025 | $4,00 | USD | ≈5.7% |
| Mar 31, 2025 | $0,94 | USD | ≈2.9% |
| Dic 31, 2024 | $0,94 | USD | ≈3.1% |
| Sep 30, 2024 | $0,94 | USD | ≈2.8% |
| Jun 28, 2024 | $0,94 | USD | ≈3.1% |
| Mar 27, 2024 | $0,94 | USD | ≈3.0% |
| Dic 28, 2023 | $0,93 | USD | ≈2.8% |
| Sep 28, 2023 | $0,93 | USD | ≈3.1% |
| Jun 29, 2023 | $0,93 | USD | ≈2.8% |
| Mar 30, 2023 | $0,93 | USD | ≈2.6% |
| Dic 29, 2022 | $0,88 | USD | ≈2.4% |
| Sep 29, 2022 | $0,88 | USD | ≈2.6% |
| Jun 29, 2022 | $0,88 | USD | ≈2.1% |
| Mar 30, 2022 | $0,88 | USD | ≈1.9% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $0.67 | $0.68 | -1.6% |
| 31 de marzo de 2026 | $-0.07 | $0.27 | -126.1% | |
| 31 de diciembre de 2025 | $0.99 | $0.40 | 149.5% | |
| 30 de septiembre de 2025 | $0.07 | $1.17 | -94.0% | |
| 30 de junio de 2025 | $10.02 | $0.70 | 1333.7% | |
| 31 de marzo de 2025 | $-0.34 | $-0.05 | -541.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.31B | $2.26B | $2.28B | $2.97B | $2.27B | $1.40B | $1.26B | $1.13B | $983M | $834M | $675M | $484M | |
| Cost of Revenue | · | · | · | $311M | $206M | $147M | $149M | $123M | $95M | $80M | · | · | |
| SG&A Expense | $237M | $230M | $214M | $257M | $181M | $110M | $93M | $81M | $84M | $64M | $47M | $37M | |
| Operating Expenses | $2.53B | $2.41B | $2.48B | $2.66B | $1.99B | $1.26B | $1.12B | $997M | $910M | $798M | $636M | $474M | |
| Operating Income | · | · | · | · | · | · | · | · | $551M | $467M | $385M | $267M | |
| Interest Expense | · | · | · | · | · | · | · | · | $127M | $119M | $108M | $74M | |
| Interest Income | $48M | $20M | $45M | $35M | $12M | $10M | $18M | $21M | $21M | $18M | $16M | $14M | |
| Other Non-op | $134M | $-7M | $-7M | $-2M | $-12M | $-5M | $-2M | $2M | $9M | $-5M | $0 | $0 | |
| Pretax Income | $-257M | $-123M | $-54M | · | $285M | $136M | $140M | $130M | $73M | $36M | $39M | $10M | |
| Income Tax | $-49M | $-36M | $-9M | $6M | $1M | $-800.0K | $873.0K | $88.0K | $-136.0K | $283.0K | $1M | $0 | |
| Net Income | $1.41B | $104M | $-207M | $261M | $408M | $147M | $177M | $107M | $72M | $26M | $155M | $29M | |
| EPS (Basic) | $10.84 | $0.71 | $-1.71 | $2.00 | $3.36 | $1.34 | $1.80 | $1.29 | $0.85 | $0.27 | $2.53 | $0.54 | |
| EPS (Diluted) | $10.84 | $0.71 | $-1.72 | $2.00 | $3.36 | $1.34 | $1.80 | $1.29 | $0.85 | $0.26 | $2.52 | $0.54 | |
| Shares (Basic) | 124,900,000 | 124,500,000 | 123,400,000 | 120,200,000 | 112,600,000 | 97,500,000 | 88,460,000 | 81,387,000 | 76,084,000 | 65,856,000 | 53,686,000 | 53,686,000 | |
| Shares (Diluted) | 124,900,000 | 127,200,000 | 123,800,000 | 122,900,000 | 115,100,000 | 97,500,000 | 88,915,000 | 82,040,000 | 76,711,000 | 66,321,000 | 53,702,000 | 53,702,000 | |
| EBITDA | $508M | $681M | $660M | $605M | $523M | $377M | $328M | $287M | $812M | $689M | $562M | $396M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $570M | $48M | $29M | $73M | $66M | $77M | $22M | $50M | $10M | $8M | $45M | $83M | |
| Goodwill | $10M | $10M | $733M | $1.02B | $495M | $429M | $0 | · | · | · | · | · | |
| Intangibles | $37M | $102M | $370M | $402M | $307M | $306M | · | · | · | · | · | · | |
| Total Assets | $12.52B | $16.55B | $16.94B | $17.08B | $13.49B | $11.21B | $7.80B | $6.71B | $6.11B | $5.87B | $4.18B | $2.94B | |
| Total Liabilities | $5.19B | $9.10B | $9.51B | $8.99B | $6.47B | $5.31B | $3.85B | $3.48B | $3.41B | $3.44B | $2.56B | $2.00B | |
| Long-term Debt | · | $7.39B | $7.82B | $7.24B | $6M | $7M | $3M | $3.12B | $3.07B | $3.09B | · | $2.30B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $932.0K | $864.0K | $797.0K | $732.0K | $584.0K | $486.0K | |
| Paid-in Capital | $9.56B | $9.86B | $9.47B | $9.55B | $8.18B | $7.09B | $5.21B | $4.40B | $3.76B | $3.32B | $2.32B | $1.74B | |
| AOCI | $26M | $-8M | $12M | $-10M | $3M | $3M | $-1M | $-5M | $1M | $-3M | $0 | $0 | |
| Stockholders' Equity | $6.96B | $7.08B | $7.08B | $7.81B | $6.62B | $5.53B | $3.82B | $3.11B | $2.60B | $2.30B | $1.46B | $878M | |
| Liabilities + Equity | $12.52B | $16.55B | $16.94B | $17.08B | $13.49B | $11.21B | $7.80B | $6.71B | $6.11B | $5.87B | $4.18B | $2.94B | |
| Shares Outstanding | 123,500,000 | 127,400,000 | 124,400,000 | 124,000,000 | 116,000,000 | 107,626,000 | 93,180,000 | 86,357,000 | 73,206 | 73,206 | 58,395 | 48,573 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $508M | $490M | $494M | $602M | $523M | $377M | $328M | $287M | $262M | $222M | $178M | $134M | |
| Stock-based Comp | $37M | $33M | $35M | $38M | $28M | $23M | $17M | $15M | $13M | $10M | $7M | $5M | |
| Deferred Tax | $-60M | $-40M | $-23M | $-4M | $100.0K | $-2M | $-222.0K | $-507.0K | $-582.0K | $-400.0K | $-1M | $0 | |
| Amort. of Intangibles | $13M | $13M | $17M | $37M | $44M | $21M | $16M | $13M | $14M | $13M | $9M | $4M | |
| Other Non-cash | $-1.03B | $75M | $317M | $-167M | $-211M | $19M | $-30M | $-46M | $-84M | $-19M | $-158M | $-34M | |
| Operating Cash Flow | $864M | $861M | $790M | $735M | $754M | $543M | $477M | $363M | $258M | $241M | $182M | $133M | |
| CapEx | $457M | $30M | $7M | · | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $4.93B | $-267M | $-920M | $-3.06B | $-2.34B | $-2.49B | $-1.01B | $-734M | $-402M | $-1.61B | $-413M | $-551M | |
| Debt Issued | · | · | · | $828M | $1.20B | $492M | $924M | $250M | $185M | $964M | $377M | $323M | |
| Net Debt Issued | $-2.09B | $-269M | $-174M | $427M | $1.13B | $261M | $371M | $-49M | $61M | $732M | $151M | $228M | |
| Stock Repurchased | $539M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-539M | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-5.22B | $-572M | $80M | $2.35B | $1.57B | $2.00B | $506M | $410M | $142M | $1.34B | $193M | $496M | |
| Net Change in Cash | $572M | $21M | $-48M | $12M | $-14M | $58M | $-27M | $39M | $-2M | $-34M | $-38M | $79M | |
| Taxes Paid | $5M | $3M | $20M | $6M | $1M | $1M | $948.0K | $461.0K | $-194.0K | $452.0K | $310.0K | $314.0K | |
| Free Cash Flow | $407M | $831M | $783M | · | · | · | · | · | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | · | · | · | · | 56.1% | 56.0% | 57.0% | 55.5% | |
| Net Margin | 61.3% | 3.2% | -6.4% | 8.9% | 18.2% | 9.4% | 12.8% | 9.5% | 7.3% | 3.2% | 23.0% | 6.0% | |
| Pretax Margin | -11.2% | · | · | · | 12.5% | 9.6% | 11.0% | 11.5% | 7.4% | 4.5% | 5.7% | 2.1% | |
| EBITDA Margin | 22.0% | 21.1% | 20.5% | 20.4% | 23.0% | 27.0% | 25.9% | 25.5% | 82.7% | 82.6% | 83.3% | 83.9% | |
| ROA | 9.7% | 0.62% | -1.2% | 1.7% | 3.4% | 1.4% | 2.1% | 1.7% | 1.2% | 0.52% | 4.4% | 1.2% | |
| ROE | 20.1% | 1.5% | -2.9% | 3.7% | 6.8% | 2.8% | 4.7% | 3.8% | 2.9% | 1.4% | 13.3% | 4.5% | |
| ROIC | · | · | · | · | · | · | · | · | 21.2% | 20.2% | 25.7% | 28.7% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 4.3 | 3.9 | 3.6 | 3.5 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $56.32 | $55.59 | $56.94 | $62.98 | $57.11 | $51.34 | $41.00 | $38.99 | $32.61 | $31358.24 | $24930.39 | · | |
| Revenue / Share | $18.46 | $25.32 | $26.05 | $24.16 | $19.74 | $14.34 | $14.22 | $13.74 | $12.81 | $12.57 | $12.56 | $11.28 | |
| Cash Flow / Share | $6.92 | $6.77 | $6.39 | $5.98 | $6.54 | $5.63 | $5.36 | $4.43 | $3.41 | $3.60 | $3.39 | $3.19 | |
| Cash / Share | $4.61 | $0.37 | $0.23 | $0.59 | $0.57 | $0.77 | $0.24 | $0.63 | $0.13 | $111.52 | $772.09 | · | |
| Dividend / Share | $7.96 | $3.75 | $3.67 | $3.47 | $3.28 | $3.12 | $2.96 | $2.80 | $2.66 | $2.60 | $2.60 | $2.60 | |
| EPS (TTM) | $10.84 | $0.71 | $-1.72 | $2.00 | $3.36 | $1.34 | $1.80 | $1.29 | $0.85 | $0.26 | $2.52 | $0.54 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.0% | -1.0% | -23.1% | 30.7% | 62.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -8.1% | -0.18% | 17.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 1426.8% | · | · | -40.5% | 150.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 75.7% | -40.4% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 51.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1264.8% | · | · | -36.0% | 177.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 75.5% | -36.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 57.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.31B | $2.26B | $2.28B | $2.97B | $2.27B | $1.40B | $1.26B | $1.13B | $983M | $834M | $675M | $484M | |
| Net Income TTM | $1.41B | $104M | $-207M | $261M | $408M | $147M | $177M | $107M | $72M | $26M | $155M | $29M | |
| Market Cap | $15.30B | $15.67B | $16.63B | $17.73B | $24.35B | $16.35B | $13.99B | $8.10B | $7.39B | $6M | $4M | · | |
| P/E | 11.4 | 173.2 | -77.7 | 71.5 | 62.5 | 113.4 | 83.4 | 78.8 | 109.2 | 294.7 | 27.2 | 112.0 | |
| P/S | 6.6 | 6.9 | 7.3 | 6.0 | 10.7 | 11.7 | 11.1 | 7.2 | 7.5 | 0.0 | 0.0 | · | |
| P/B | 2.2 | 2.2 | 2.3 | 2.3 | 3.7 | 3.0 | 3.7 | 2.6 | 2.8 | 0.0 | 0.0 | · | |
| P / Tangible Book | 2.2 | 2.2 | 2.8 | 2.8 | 4.2 | 3.4 | · | · | · | · | · | · | |
| P / Cash Flow | 17.7 | 18.2 | 21.0 | 24.1 | 32.3 | 29.8 | 29.3 | 22.3 | 28.2 | 0.0 | 0.0 | · | |
| P / FCF | 37.6 | 18.9 | 21.2 | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.8% | 0.58% | -1.3% | 1.4% | 1.6% | 0.88% | 1.2% | 1.3% | 0.92% | 0.34% | 3.7% | 0.89% |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $485M | $508M | $515M | $697M | $496M | $470M | $515M | $680M | $596M | $469M | $-214M | $983M | $863M | $651M | $674M | $933M | |
| SG&A Expense | $50M | $70M | $63M | $56M | $51M | $57M | $60M | $59M | $50M | $62M | $20M | $67M | $63M | $64M | $70M | $69M | |
| Operating Expenses | $434M | $484M | $510M | $699M | $569M | $513M | $744M | $587M | $564M | $520M | $-116M | $841M | $1.08B | $669M | $668M | $763M | |
| Interest Income | $6M | $7M | $10M | $17M | $16M | $4M | $5M | $5M | $5M | $4M | $4M | $15M | $14M | $11M | $10M | $11M | |
| Other Non-op | $-100.0K | $-4M | $77M | $19M | $7M | $6M | $-2M | $-800.0K | $-1M | $-2M | $-2M | $-4M | $-800.0K | $-1M | $-5M | $3M | |
| Pretax Income | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $170M | |
| Net Income | $-1.02B | $-6M | $129M | $12M | $1.31B | $-41M | $-228M | $300M | $57M | $-25M | $-80M | $127M | $-210M | $-44M | $24M | $163M | |
| EPS (Basic) | $-8.06 | $-0.07 | $1.09 | $0.07 | $10.02 | $-0.34 | $-1.80 | $2.31 | $0.42 | $-0.22 | $-0.65 | $0.97 | $-1.67 | $-0.36 | $0.06 | $1.32 | |
| EPS (Diluted) | $-8.08 | $-0.07 | $1.09 | $0.07 | $10.02 | $-0.34 | $-1.80 | $2.31 | $0.42 | $-0.22 | $-0.65 | $0.97 | $-1.68 | $-0.36 | $0.06 | $1.32 | |
| Shares (Basic) | 122,500,000 | 122,600,000 | · | 123,900,000 | 126,400,000 | 126,600,000 | · | 124,000,000 | 123,700,000 | 123,600,000 | · | 123,500,000 | 123,400,000 | 123,300,000 | · | 122,400,000 | |
| Shares (Diluted) | 127,000,000 | 125,500,000 | · | 124,100,000 | 126,400,000 | 129,800,000 | · | 124,000,000 | 123,700,000 | 126,600,000 | · | 123,500,000 | 126,100,000 | 126,200,000 | · | 122,800,000 | |
| EBITDA | $124M | $132M | · | $126M | $127M | $124M | · | $172M | $173M | $165M | · | $163M | $164M | $158M | · | $151M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $570M | $543M | $890M | · | $48M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $743M | $732M | $731M | · | $1.08B | $1.10B | $1.09B | $1.02B | $982M | |
| Intangibles | $34M | $98M | $102M | $97M | $102M | $101M | $102M | $351M | $354M | $362M | · | $375M | $385M | $393M | · | $403M | |
| Total Assets | $10.87B | $12.36B | $12.52B | $12.80B | $13.36B | $16.51B | $16.55B | $17.09B | $17.01B | $17.11B | · | $17.61B | $17.56B | $17.36B | · | $16.48B | |
| Total Liabilities | $5.09B | $5.30B | $5.19B | $5.44B | $5.57B | $9.24B | $9.10B | $9.25B | $9.78B | $9.83B | · | $9.46B | $9.47B | $9.29B | · | $8.35B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $9.49B | $9.54B | $9.56B | $9.57B | $9.74B | $9.87B | $9.86B | $9.85B | $9.48B | $9.47B | · | $9.58B | $9.57B | $9.56B | · | $9.54B | |
| AOCI | $2M | $12M | $26M | $26M | $44M | $-7M | $-8M | $34M | $6M | $7M | · | $5M | $38M | $8M | · | $-70M | |
| Stockholders' Equity | $5.52B | $6.75B | $6.96B | $6.99B | $7.41B | $6.92B | $7.08B | $7.46B | $6.88B | $6.94B | · | $7.74B | $7.71B | $7.69B | · | $7.84B | |
| Liabilities + Equity | $10.87B | $12.36B | $12.52B | $12.80B | $13.36B | $16.51B | $16.55B | $17.09B | $17.01B | $17.11B | · | $17.61B | $17.56B | $17.36B | · | $16.48B | |
| Shares Outstanding | 122,500,000 | 123,300,000 | 123,500,000 | 123,600,000 | 125,900,000 | 127,600,000 | 127,400,000 | 127,400,000 | 124,700,000 | 124,600,000 | · | 124,400,000 | 124,400,000 | 124,400,000 | · | 123,900,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $124M | $132M | $131M | $126M | $117M | $124M | $122M | $124M | $123M | $121M | $12M | $163M | $164M | $156M | $154M | $150M | |
| Deferred Tax | $0 | $6M | $-21M | $-2M | $100.0K | $-5M | $-23M | $-7M | $-4M | $-6M | $-8M | $-2M | $-8M | $-5M | $-300.0K | $-4M | |
| Amort. of Intangibles | $1M | $3M | $3M | $3M | $2M | $3M | $3M | $4M | $3M | $3M | $-10M | $8M | $9M | $10M | $9M | $10M | |
| Other Non-cash | · | $137M | · | · | · | $167M | · | · | · | $108M | · | · | · | $71M | · | · | |
| Operating Cash Flow | $266M | $269M | $166M | $198M | $256M | $244M | $118M | $189M | $311M | $242M | $118M | $223M | $255M | $194M | $45M | $193M | |
| Investing Cash Flow | $-112M | $-140M | $-458M | $68M | $5.34B | $-27M | $-102M | $154M | $-193M | $-127M | $-102M | $-236M | $-260M | $-322M | $-322M | $-265M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $583M | · | $3M | |
| Net Debt Issued | · | $-12M | · | · | · | $-62M | · | · | · | $-14M | · | · | · | $563M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $276M | |
| Stock Repurchased | $111M | $60M | $39M | $298M | $203M | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-60M | · | · | · | · | · | · | · | · | · | · | · | · | · | $276M | |
| Dividends Paid | · | · | · | $132M | · | $123M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-451M | $-267M | $-252M | $-552M | $-4.24B | $-171M | $-33M | $-367M | $-147M | $-25M | $-36M | $7M | $-2M | $112M | $253M | $3M | |
| Net Change in Cash | $-298M | $-139M | $-544M | $-287M | $1.36B | $46M | $-18M | $-22M | $-28M | $90M | $-19M | $-7M | $-6M | $-16M | $-22M | $-73M | |
| Taxes Paid | $4M | $2M | $400.0K | $3M | $1M | $100.0K | $-100.0K | $400.0K | $2M | $600.0K | $3M | $3M | $5M | $10M | $2M | $2M |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -209.6% | -1.3% | · | 1.7% | 210.8% | -8.8% | · | 32.0% | 6.6% | -3.8% | · | 16.6% | 10.4% | -4.6% | · | 17.4% | |
| Pretax Margin | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 18.2% | |
| EBITDA Margin | 25.6% | 26.1% | · | 18.1% | 20.4% | 26.3% | · | 18.3% | 20.0% | 24.6% | · | 16.5% | 19.0% | 24.3% | · | 16.2% | |
| ROA | -8.4% | -0.04% | · | 0.08% | 8.6% | -0.25% | · | 1.7% | 0.33% | -0.15% | · | 0.96% | 0.53% | -0.19% | · | 1.1% | |
| ROE | -15.7% | -0.09% | · | 0.17% | 18.4% | -0.59% | · | 4.0% | 0.78% | -0.34% | · | 2.1% | 1.2% | -0.42% | · | 2.2% |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.1 | 0.1 | 0.0 | · | 0.1 | 0.1 | 0.0 | · | 0.1 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $45.06 | $54.77 | · | $56.51 | $58.86 | $54.24 | · | $58.52 | $55.21 | $55.69 | · | $62.22 | $61.96 | $61.82 | · | $63.27 | |
| Revenue / Share | $3.82 | $4.05 | · | $5.62 | $4.93 | $3.62 | · | $7.58 | $6.98 | $5.30 | · | $7.96 | $7.00 | $5.16 | · | $7.59 | |
| Cash Flow / Share | · | $2.15 | · | · | · | $1.88 | · | · | · | $1.92 | · | · | · | $1.54 | · | · | |
| Cash / Share | · | · | · | $4.39 | $7.07 | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend / Share | $1.12 | $1.12 | $1.04 | $1.04 | $1.04 | $0.94 | $0.93 | $0.94 | $0.94 | $0.94 | $0.93 | · | · | · | · | · | |
| EPS (TTM) | $-6.99 | $11.11 | · | $7.95 | $10.19 | $0.59 | · | $1.86 | $0.52 | $-1.58 | · | $-1.01 | $-0.66 | $1.63 | · | $2.09 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.20B | $2.22B | · | $2.18B | $2.16B | $2.26B | · | $1.53B | $1.83B | $2.10B | · | $3.17B | $3.12B | $3.07B | · | $2.84B | |
| Net Income TTM | $-881M | $1.45B | · | $1.06B | $1.34B | $88M | · | $252M | $78M | $-188M | · | $-103M | $-67M | $217M | · | $278M | |
| Market Cap | $14.69B | $15.53B | · | $15.94B | $15.93B | $16.41B | · | $17.22B | $15.01B | $16.02B | · | $14.72B | $16.23B | $17.53B | · | $16.77B | |
| P/E | -17.2 | 11.3 | · | 16.2 | 12.4 | 218.0 | · | 72.7 | 231.4 | -81.4 | · | -117.2 | -197.7 | 86.4 | · | 64.8 | |
| P/S | 6.7 | 7.0 | · | 7.3 | 7.4 | 7.3 | · | 11.2 | 8.2 | 7.6 | · | 4.6 | 5.2 | 5.7 | · | 5.9 | |
| P/B | 2.7 | 2.3 | · | 2.3 | 2.1 | 2.4 | · | 2.3 | 2.2 | 2.3 | · | 1.9 | 2.1 | 2.3 | · | 2.1 | |
| P / Tangible Book | 2.7 | 2.3 | · | 2.3 | 2.2 | 2.4 | · | 2.7 | 2.6 | 2.7 | · | 2.3 | 2.6 | 2.8 | · | 2.6 | |
| P / Cash Flow | · | 57.7 | · | · | · | 67.3 | · | · | · | 66.1 | · | · | · | 90.1 | · | · | |
| Earnings Yield | -5.8% | 8.8% | · | 6.2% | 8.1% | 0.46% | · | 1.4% | 0.43% | -1.2% | · | -0.85% | -0.51% | 1.2% | · | 1.5% | |
| Payout Ratio | · | · | · | 1086.8% | · | · | · | · | · | · | · | · | · | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Ingresos | $2.31B | $2.26B | $2.28B | · | · |
| Beneficio neto | $1.41B | $104M | $-207M | · | · |
| EPS Diluido | $10.84 | $0.71 | $-1.72 | · | · |
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $407M | $831M | $783M | · | · |
Propietarios institucionales (13F) 556 declarantes · $14.6B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 80 (0 vs trimestre anterior) | 62 (-15 vs trimestre anterior) | 172 (-6 vs trimestre anterior) | 202 (+14 vs trimestre anterior) | +5.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2 064 957 300 | 16 664 977 | 14,12% | Acciones |
| BlackRock, Inc. | $1 649 715 181 | 13 757 945 | 11,28% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 230 728 181 | 10 263 766 | 8,41% | Acciones |
| Dodge & Cox | $1 139 238 650 | 9 500 781 | 7,79% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $658 836 861 | 5 494 428 | 4,50% | Acciones |
| NORGES BANK | $652 246 488 | 5 439 467 | 4,46% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $646 328 569 | 5 390 114 | 4,42% | Acciones |
| STATE STREET CORP | $606 121 748 | 5 008 789 | 4,14% | Acciones |
| FMR LLC | $547 445 268 | 4 565 468 | 3,74% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $279 848 778 | 2 340 449 | 1,91% | Acciones |
| Daiwa Securities Group Inc. | $217 119 118 | 1 810 684 | 1,48% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $215 637 864 | 1 798 284 | 1,47% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $197 639 979 | 1 648 236 | 1,35% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $189 538 562 | 1 504 752 | 1,30% | Acciones |
| CITADEL ADVISORS LLC | $175 756 044 | 1 465 733 | 1,20% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $170 459 380 | 1 421 561 | 1,17% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $156 841 201 | 1 307 991 | 1,07% | Acciones |
| Legal & General Group Plc | $122 736 519 | 1 023 572 | 0,84% | Acciones |
| NORTHERN TRUST CORP | $118 679 964 | 989 742 | 0,81% | Acciones |
| MORGAN STANLEY | $114 784 671 | 957 254 | 0,78% | Acciones |
| Russell Investments Group, Ltd. | $111 164 930 | 927 049 | 0,76% | Acciones |
| DEUTSCHE BANK AG\ | $108 429 816 | 904 260 | 0,74% | Acciones |
| Balyasny Asset Management L.P. | $103 854 171 | 866 101 | 0,71% | Acciones |
| JANE STREET GROUP, LLC | $103 088 066 | 859 712 | 0,70% | Acciones |
| JPMORGAN CHASE & CO | $97 854 705 | 807 182 | 0,67% | Acciones |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $92 076 371 | 767 879 | 0,63% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $88 549 098 | 738 463 | 0,61% | Acciones |
| SEI INVESTMENTS CO | $88 291 375 | 736 312 | 0,60% | Acciones |
| Bank of New York Mellon Corp | $82 661 509 | 689 363 | 0,57% | Acciones |
| Nuveen, LLC | $78 754 429 | 656 780 | 0,54% | Acciones |
| BANK OF AMERICA CORP /DE/ | $74 810 732 | 623 891 | 0,51% | Acciones |
| HSBC HOLDINGS PLC | $68 746 845 | 573 646 | 0,47% | Acciones |
| Alyeska Investment Group, L.P. | $66 820 687 | 557 257 | 0,46% | Acciones |
| Hudson Bay Capital Management LP | $55 620 613 | 463 853 | 0,38% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $54 768 413 | 456 746 | 0,37% | Acciones |
| FIRST TRUST ADVISORS LP | $51 882 911 | 432 682 | 0,35% | Acciones |
| Qube Research & Technologies Ltd | $46 940 568 | 391 465 | 0,32% | Acciones |
| Swiss National Bank | $41 675 920 | 347 560 | 0,28% | Acciones |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $41 671 123 | 347 520 | 0,28% | Acciones |
| Land & Buildings Investment Management, LLC | $37 194 523 | 310 187 | 0,25% | Acciones |
| APG Asset Management US Inc. | $37 085 257 | 307 048 | 0,25% | Acciones |
| Amundi | $37 041 638 | 308 912 | 0,25% | Acciones |
| Invesco Ltd. | $36 417 158 | 303 704 | 0,25% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34 252 771 | 285 654 | 0,23% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $30 804 089 | 256 813 | 0,21% | Acciones |
| GOLDMAN SACHS GROUP INC | $30 737 421 | 256 337 | 0,21% | Acciones |
| UBS Group AG | $30 214 082 | 251 973 | 0,21% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $30 181 467 | 251 701 | 0,21% | Acciones |
| FRANKLIN RESOURCES INC | $30 152 569 | 251 460 | 0,21% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $29 727 131 | 247 912 | 0,20% | Acciones |
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| Green Courte Partners, LLC, Green Courte Real Estate Partners, LLC, Green Courte Real Estate Partners Liquidating Trust, Green Courte Real Estate Partners II, LLC, GCP Fund II REIT, LLC, GCP Fund II Ancillary Holding, LLC, Green Courte Real Estate Partners III, LLC, GCP Fund III REIT, LLC, GCP Fund III Ancillary Holding, LLC, Randall K. Rowe | 16 de enero de 2015 | · | Presentación inicial | Campaña de la junta directiva | SEC |
| Persona informante no revelada | 13 de febrero de 2007 | · | 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.
Informantes de la empresa 33 insiders · 15 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Charles D. Young | CEO & Director | 1 de octubre de 2026 F | 74 084 | 0 | 0 | $0 |
| Baxter Underwood | CEO - Safe Harbor Marinas, LLC | 28 de marzo de 2025 F | 57 546 | 0 | 0 | $0 |
| Robert Garechana | EVP, CFO, & Treasurer | 8 de septiembre de 2026 A | 6 374 | 0 | 0 | $0 |
| Fernando Castro-Caratini | EVP, CFO, Sec. & Treas. | 26 de mayo de 2026 S | 9 998 | 0 | 2 | $-2 955 281 |
| Mark E Patten | EVP, CFO, Sec. & Treas. | 4 de febrero de 2026 D | 0 | 0 | 0 | $0 |
| Jeffrey P Jorissen | EVP, CFO, Sec. And Treas. | 31 de enero de 2008 F | 102 183 | 0 | 0 | $0 |
| John Bandini Mclaren | President and COO | 21 de julio de 2026 F | 75 100 | 0 | 0 | $0 |
| Brian W Fannon | President | 10 de julio de 2008 F | 27 780 | 0 | 0 | $0 |
| Bruce Thelen | EVP, COO | 9 de marzo de 2026 F | 54 687 | 0 | 0 | $0 |
| Aaron Weiss | EVP, Chief Investment Officer | 19 de octubre de 2026 F | 60 248 | 0 | 0 | $0 |
| Marc Farrugia | EVP & Chief Admin. Officer | 21 de julio de 2026 F | 46 891 | 0 | 0 | $0 |
| Brian P Loftus | SVP, CAO, Controller | 21 de julio de 2026 F | 15 282 | 0 | 0 | $0 |
| Ileana Mcalary | EVP, General Counsel, & Sec. | 29 de junio de 2026 A | 2 722 | 0 | 0 | $0 |
| Karen Dearing | EVP - Special Projects | 20 de marzo de 2023 F | 153 594 | 0 | 0 | $0 |
| Jonathan Colman | EVP | 5 de marzo de 2020 S | 25 112 | 0 | 0 | $0 |
| Gary A Shiffman | Consejero | 24 de junio de 2026 S | 857 761 | 0 | 2 | $-22 381 488 |
| Clunet R Lewis | Consejero | 5 de marzo de 2026 S | 0 | 0 | 6 | $-2 413 035 |
| Tonya Allen | Consejero | 5 de febrero de 2026 A | 10 426 | 0 | 0 | $0 |
| Craig Leupold | Consejero | 5 de febrero de 2026 A | 0 | 0 | 0 | $0 |
| Meghan G. Baivier | Consejero | 5 de febrero de 2026 A | 19 417 | 0 | 0 | $0 |
| Mark A Denien | Consejero | 5 de febrero de 2026 A | 1 200 | 0 | 0 | $0 |
| Jerome W. Ehlinger | Consejero | 5 de febrero de 2026 A | 3 217 | 0 | 0 | $0 |
| Jeff Blau | Consejero | 5 de febrero de 2026 A | 7 217 | 0 | 0 | $0 |
| Brian M Hermelin | Consejero | 5 de febrero de 2026 A | 27 317 | 0 | 0 | $0 |
| Stephanie W Bergeron | Consejero | 8 de enero de 2025 A | 26 700 | 0 | 0 | $0 |
| Ronald A Klein | Consejero | 18 de enero de 2024 A | 17 400 | 0 | 0 | $0 |
| Arthur A Weiss | Consejero | 18 de enero de 2024 A | 38 256 | 0 | 0 | $0 |
| Ronald L Piasecki | Consejero | 8 de febrero de 2017 A | 17 100 | 0 | 0 | $0 |
| Paul D Lapides | Consejero | 8 de junio de 2016 S | 12 400 | 0 | 0 | $0 |
| James R Goldman | Consejero | 14 de marzo de 2016 D | 84 755 | 0 | 0 | $0 |
| Randall K Rowe | Consejero | 14 de marzo de 2016 D | 482 040 | 0 | 0 | $0 |
| Ted J Simon | Consejero | 26 de diciembre de 2012 M | 9 741 | 0 | 0 | $0 |
| Robert H Naftaly | · | 12 de febrero de 2014 A | 11 900 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 90 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 |
|---|---|---|---|---|
| HAUS · Tidal Trust I | 4,46% | 2 901 NS | 31 de julio de 2026 | N-PORT |
| SRHR · Elevation Series Trust | 3,65% | 16 094 NS | 31 de julio de 2026 | N-PORT |
| REZ · iShares Trust | 2,99% | 213 835 SH | 11 de septiembre de 2026 | Diario |
| RNTY · Tidal Trust II | 2,77% | 1 961 NS | 31 de julio de 2026 | N-PORT |
| ABLD · Abacus FCF ETF Trust | 2,67% | 20 071 NS | 31 de julio de 2026 | N-PORT |
| RITA · ETF Series Solutions | 2,65% | 1 871 NS | 31 de julio de 2026 | N-PORT |
| ICF · iShares Trust | 1,73% | 296 425 SH | 11 de septiembre de 2026 | Diario |
| FPRO · FIDELITY COVINGTON TRUST | 1,49% | 1 990 NS | 31 de julio de 2026 | N-PORT |
| USRT · iShares Trust | 1,21% | 467 202 SH | 11 de septiembre de 2026 | Diario |
| DFAR · Dimensional ETF Trust | 1,12% | 162 131 NS | 31 de julio de 2026 | N-PORT |
| IYR · iShares Trust | 1,01% | 357 345 SH | 11 de septiembre de 2026 | Diario |
| FREL · FIDELITY COVINGTON TRUST | 0,99% | 119 709 NS | 31 de julio de 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,89% | 100 257 NS | 31 de julio de 2026 | N-PORT |
| REET · iShares Trust | 0,79% | 332 385 SH | 11 de septiembre de 2026 | Diario |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,78% | 4 690 205 SH | 19 de agosto de 2026 | Diario |
| ERET · iShares Trust | 0,75% | 875 SH | 11 de septiembre de 2026 | Diario |
| DFGR · Dimensional ETF Trust | 0,75% | 233 186 NS | 31 de julio de 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0,71% | 10 588 | 23 de octubre de 2026 | Diario |
| FREI · Fidelity Securities Fund | 0,54% | 192 825 NS | 31 de julio de 2026 | N-PORT |
| IQRA · New York Life Investments Active ET… | 0,50% | 281 NS | 31 de julio de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,46% | 58 756 NS | 31 de julio de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,44% | 6 055 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,40% | 1 633 083 SH | 19 de agosto de 2026 | Diario |
| SDG · iShares Trust | 0,32% | 4 689 SH | 11 de septiembre de 2026 | Diario |
| DEUS · DBX ETF Trust | 0,25% | 6 316 NS | 31 de agosto de 2026 | N-PORT |
| USMV · iShares Trust | 0,20% | 416 278 SH | 11 de septiembre de 2026 | Diario |
| EUSA · iShares, Inc. | 0,19% | 31 967 SH | 11 de septiembre de 2026 | Diario |
| SIZE · iShares Trust | 0,19% | 6 872 SH | 11 de septiembre de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,18% | 2 826 636 SH | 19 de agosto de 2026 | Diario |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 6 092 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,16% | 1 329 822 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,16% | 10 637 | 23 de octubre de 2026 | Diario |
| REVS · Columbia ETF Trust I | 0,15% | 3 955 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,14% | 182 553 SH | 11 de septiembre de 2026 | Diario |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,11% | 161 000 | 23 de octubre de 2026 | Diario |
| IWR · iShares Trust | 0,10% | 500 008 SH | 11 de septiembre de 2026 | Diario |
| JFLI · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 356 NS | 31 de julio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,09% | 10 006 | 23 de octubre de 2026 | Diario |
| IMCV · iShares Trust | 0,09% | 8 862 SH | 11 de septiembre de 2026 | Diario |
| IMCB · iShares Trust | 0,09% | 12 517 SH | 11 de septiembre de 2026 | Diario |
| IMCG · iShares Trust | 0,08% | 28 973 SH | 11 de septiembre de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,07% | 35 253 NS | 31 de julio de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,06% | 25 573 | 23 de octubre de 2026 | Diario |
| QARP · DBX ETF Trust | 0,06% | 356 NS | 31 de agosto de 2026 | N-PORT |
| HLAL · Listed Funds Trust | 0,04% | 3 234 NS | 31 de agosto de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 73 650 SH | 19 de agosto de 2026 | Diario |
| MNZL · EA Series Trust | 0,04% | 89 NS | 31 de julio de 2026 | N-PORT |
| DIVB · iShares Trust | 0,04% | 7 057 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,04% | 270 831 SH | 11 de septiembre de 2026 | Diario |
| ESG · FlexShares Trust | 0,04% | 390 NS | 31 de julio de 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,03% | 3 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 25 442 | 23 de octubre de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,03% | 27 585 SH | 19 de agosto de 2026 | Diario |
| BKLC · BNY Mellon ETF Trust | 0,02% | 11 030 NS | 31 de julio de 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,02% | 19 507 | 23 de octubre de 2026 | Diario |
| IUSV · iShares Trust | 0,02% | 51 575 SH | 11 de septiembre de 2026 | Diario |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,02% | 14 688 NS | 31 de julio de 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,02% | 1 802 NS | 31 de julio de 2026 | N-PORT |
| IWB · iShares Trust | 0,02% | 85 256 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 3 910 191 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 20 349 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 10 228 SH | 19 de agosto de 2026 | Diario |
| TOV · EA Series Trust | 0,02% | 464 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,02% | 33 710 SH | 10 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,02% | 4 973 SH | 11 de septiembre de 2026 | Diario |
| ILCB · iShares Trust | 0,02% | 2 134 SH | 11 de septiembre de 2026 | Diario |
| ILCG · iShares Trust | 0,02% | 5 119 SH | 10 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,02% | 149 540 SH | 11 de septiembre de 2026 | Diario |
| ILCV · iShares Trust | 0,02% | 2 094 SH | 11 de septiembre de 2026 | Diario |
| TOK · iShares Trust | 0,02% | 371 SH | 10 de septiembre de 2026 | Diario |
| IUSG · iShares Trust | 0,02% | 49 957 SH | 11 de septiembre de 2026 | Diario |
| KOKU · DBX ETF Trust | 0,02% | 1 085 NS | 31 de agosto de 2026 | N-PORT |
| URTH · iShares, Inc. | 0,02% | 11 345 SH | 10 de septiembre de 2026 | Diario |
| ACWI · iShares Trust | 0,01% | 34 862 SH | 10 de septiembre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 276 595 SH | 19 de agosto de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 379 321 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 1 738 NS | 31 de julio de 2026 | N-PORT |
| USCL · iShares Trust | 0,01% | 1 589 SH | 10 de septiembre de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 1 708 883 SH | 19 de agosto de 2026 | Diario |
| VWO · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 1 522 763 SH | 19 de agosto de 2026 | Diario |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de julio de 2026 | Diario |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de julio de 2026 | Diario |
| IJH · iShares Trust | · | 4 062 620 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 329 059 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 301 234 SH | 21 de agosto de 2026 | Diario |
SUI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
19 analistas · 2026-10-24Objetivo medio $135.95 +13,1%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
Últimas noticias Noticias recientes que mencionan a esta empresa
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