SUN Sunoco LP Common Units representing limited partner interests
SUN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SUN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 7 de agosto de 2026 | $1,0020 |
| 8 de mayo de 2026 | $0,9900 |
| 6 de febrero de 2026 | $0,9320 |
| 30 de octubre de 2025 | $0,9200 |
| 8 de agosto de 2025 | $0,9090 |
| 9 de mayo de 2025 | $0,8980 |
| 7 de febrero de 2025 | $0,8870 |
| 8 de noviembre de 2024 | $0,8760 |
| 9 de agosto de 2024 | $0,8760 |
| 10 de mayo de 2024 | $0,8760 |
| 6 de febrero de 2024 | $0,8420 |
| 27 de octubre de 2023 | $0,8420 |
| 11 de agosto de 2023 | $0,8420 |
| 5 de mayo de 2023 | $0,8420 |
| 6 de febrero de 2023 | $0,8260 |
| 3 de noviembre de 2022 | $0,8260 |
| 5 de agosto de 2022 | $0,8260 |
| 6 de mayo de 2022 | $0,8260 |
| 7 de febrero de 2022 | $0,8260 |
| 4 de noviembre de 2021 | $0,8260 |
SUN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 27,3%
- Compra 7 63,6%
- Mantener 1 9,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-15Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.94 | $2.22 | -1.3% |
| 31 de marzo de 2026 | $2.85 | $1.25 | 1.6% |
| 31 de diciembre de 2025 | $0.09 | $1.05 | -0.96% |
| 30 de septiembre de 2025 | $0.64 | $1.07 | -0.43% |
| 30 de junio de 2025 | $0.33 | $1.22 | -0.89% |
| 31 de marzo de 2025 | $1.21 | $1.34 | -0.13% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SUN | — | — | 11.1% | 2.1% | — | — |
| MPC | — | 12.3 | -4.4% | 3.0% | 23.1% | — |
| PSX | — | 12.0 | -7.5% | 3.3% | 15.6% | — |
| VLO | $109.56B | 21.5 | -5.5% | 1.9% | 9.7% | — |
| DINO | $10.29B | 15.0 | -6.0% | 2.1% | 6.3% | — |
| PBF | — | -19.5 | -11.4% | -0.54% | -2.9% | — |
| CLMT | $1.72B | -50.9 | -1.2% | -0.82% | 3.9% | 5.9% |
| PARR | — | 4.9 | -6.4% | 5.0% | 27.8% | — |
| DK | $2.29B | -78.1 | -9.5% | -0.21% | -5.4% | — |
| SUNC | — | -492.8 | 11.1% | -0.02% | — | — |
| CVI | $2.56B | 94.2 | -5.9% | 0.38% | 3.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $25.20B | $22.69B | $23.07B | $25.73B | $17.60B | $10.71B | $16.60B | $16.99B | $11.72B | $9.99B | $12.43B | · | |
| Cost of Revenue | $22.41B | $20.59B | $21.70B | $24.35B | $16.25B | $9.65B | $15.38B | $15.87B | $10.62B | $8.83B | $11.45B | · | |
| Gross Profit | · | · | · | · | $1.35B | $1.06B | $1.22B | $1.12B | $1.11B | $1.16B | $980M | · | |
| SG&A Expense | $296M | $277M | $126M | $120M | $109M | $112M | $136M | $141M | $140M | $155M | $126M | · | |
| Operating Expenses | $24.27B | $21.90B | $22.43B | $25.05B | $16.85B | $10.29B | $752M | $777M | $879M | $1.01B | $728M | · | |
| Operating Income | $935M | $791M | $635M | $678M | $749M | $417M | $464M | $345M | $229M | $145M | $252M | · | |
| Interest Expense | $541M | $391M | $217M | $182M | $163M | $175M | $173M | $144M | $209M | $189M | $67M | · | |
| Other Non-op | $83M | $5M | $7M | $1M | · | · | · | · | · | · | · | · | |
| Pretax Income | · | · | · | · | · | $236M | $296M | $92M | $20M | $-16M | $185M | · | |
| Income Tax | $62M | $175M | $36M | $26M | $30M | $24M | $-17M | $34M | $-306M | $-72M | $29M | · | |
| Net Income | $527M | $866M | $394M | $475M | $524M | $212M | $313M | $-207M | $149M | $-406M | $87M | · | |
| EBITDA | $1.62B | $1.16B | $822M | $871M | $926M | $606M | $647M | $527M | $398M | $71M | $519M | · |
Balance general 23
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $891M | $94M | · | · | $25M | $97M | $21M | $56M | $28M | $103M | $52M | $129M | |
| Receivables | $1.97B | $1.16B | $856M | $890M | $526M | $295M | $399M | $374M | $541M | $539M | $308M | $257M | |
| Inventory | $2.38B | $1.07B | $889M | $821M | $534M | $382M | $419M | $374M | $426M | $423M | $467M | $440M | |
| Other Current Assets | $270M | $141M | $133M | $175M | $95M | $62M | $73M | $64M | $81M | $73M | $46M | $60M | |
| Current Assets | $5.52B | $2.46B | $1.93B | $1.98B | $1.19B | $847M | $924M | $905M | $4.54B | $1.32B | $1.27B | $1.28B | |
| PP&E (Net) | $13.41B | $7.67B | $1.84B | $1.76B | $1.67B | $1.43B | $1.44B | $1.55B | $1.56B | $1.58B | $3.15B | $2.08B | |
| PP&E (Gross) | $15.26B | $8.91B | $2.97B | $2.80B | $2.58B | $2.23B | $2.13B | $2.13B | $2.01B | $1.94B | $3.49B | $2.17B | |
| Accum. Depreciation | $1.85B | $1.24B | $1.13B | $1.04B | $914M | $806M | $692M | $587M | $455M | $358M | $339M | $90M | |
| Goodwill | $3.03B | $1.48B | $1.60B | $1.60B | $1.57B | $1.56B | $1.55B | $1.56B | $1.43B | $1.55B | $1.69B | $3.14B | |
| Intangibles | $2.41B | $547M | $544M | $588M | $542M | $588M | $646M | $708M | $768M | $775M | $1.26B | $893M | |
| Other Non-current Assets | $928M | $400M | $290M | $245M | $188M | $168M | $188M | $161M | $45M | $63M | $48M | $36M | |
| Total Assets | $28.36B | $14.38B | $6.83B | $6.83B | $5.82B | $5.27B | $5.44B | $4.88B | $8.34B | $8.70B | $8.84B | $8.84B | |
| Accounts Payable | $2.48B | $1.25B | $828M | $966M | $515M | $267M | $445M | $412M | $559M | $616M | $434M | $383M | |
| Accrued Liabilities | $953M | $457M | $353M | $310M | $291M | $282M | $219M | $299M | $368M | $372M | $308M | $291M | |
| Current Liabilities | $4.00B | $1.95B | $1.37B | $1.41B | $890M | $653M | $744M | $865M | $1.21B | $1.10B | $762M | $745M | |
| Capital Leases | $1.25B | $479M | $511M | $528M | $521M | $538M | $530M | $0 | · | · | $7.0K | $494.0K | |
| Deferred Tax | $1.14B | $157M | $166M | $156M | $114M | $104M | $109M | · | · | · | · | $391M | |
| Other Non-current Liabilities | $512M | $158M | $116M | $111M | $104M | $109M | $97M | $123M | $125M | $116M | $170M | $89M | |
| Total Liabilities | $20.35B | $10.31B | $5.85B | $5.89B | $5.00B | $4.63B | $4.68B | $4.09B | $6.10B | $6.50B | $3.58B | $2.31B | |
| Long-term Debt | $13.37B | $7.48B | $3.58B | $3.57B | $2.67B | $3.11B | $2.90B | $2.28B | $3.52B | $3.51B | $1.50B | $871M | |
| Total Debt | · | · | · | · | · | · | · | $5M | $6M | $5M | · | · | |
| AOCI | $-6M | $2M | $0 | · | · | · | · | · | · | · | · | · | |
| Liabilities + Equity | $28.36B | $14.38B | $6.83B | $6.83B | $5.82B | $5.27B | $5.44B | $4.88B | $8.34B | $8.70B | $8.84B | $6.15B |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $688M | $368M | $187M | $193M | $177M | $189M | $183M | $182M | $169M | $319M | $150M | · | |
| Stock-based Comp | $19M | $17M | $17M | $14M | $16M | $14M | $13M | $12M | $24M | $13M | $8M | · | |
| Deferred Tax | $38M | $-14M | $13M | $28M | $10M | $5M | $6M | $6M | $-308M | $-8M | $31M | · | |
| Amort. of Intangibles | $45M | $37M | $44M | $48M | $52M | $57M | $56M | $43M | $61M | $61M | $37M | · | |
| Other Non-cash | $-461M | $-688M | $-11M | $-149M | $-184M | $82M | $-80M | · | $269M | · | $68M | · | |
| Operating Cash Flow | $1.19B | $549M | $600M | $561M | $543M | $502M | $435M | $447M | $303M | $466M | $349M | · | |
| CapEx | · | · | · | $186M | $157M | $124M | $148M | $103M | $177M | $439M | $178M | · | |
| Investing Cash Flow | $-2.81B | $477M | $-288M | $-464M | $-387M | $-120M | $-164M | $-469M | $-132M | $-331M | $-1.13B | · | |
| Debt Issued | · | $1.50B | $500M | $0 | $800M | $800M | $600M | $2.20B | $0 | $2.83B | $1.40B | · | |
| Net Debt Issued | · | $1.08B | $500M | $0 | $-452M | $210M | $591M | · | $-5M | · | $1.16B | · | |
| Stock Repurchased | · | · | · | · | · | $0 | $0 | $540M | $0 | · | · | · | |
| Net Stock Activity | · | · | · | · | · | $0 | $0 | · | · | · | · | · | |
| Financing Cash Flow | $2.41B | $-961M | $-365M | $-40M | $-228M | $-306M | $-306M | $-2.68B | $-339M | $2.50B | $1.95B | · | |
| Net Change in Cash | $797M | $65M | $-53M | $57M | $-72M | $76M | $-35M | $28M | $-75M | $51M | $-77M | · | |
| Taxes Paid | · | · | · | · | · | · | · | $501M | $-1M | $-30M | $51M | · | |
| Free Cash Flow | · | · | · | $375M | $386M | $378M | $287M | · | $200M | · | $17M | · | |
| Levered FCF | · | · | · | · | · | $221M | $104M | · | $-3.21B | · | $-52M | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | 7.7% | 9.9% | 7.3% | · | 9.4% | 14.1% | 8.6% | · | |
| Operating Margin | 3.7% | 3.5% | 2.8% | 2.6% | 4.3% | 3.9% | 2.8% | 2.0% | 1.9% | -1.6% | 1.9% | · | |
| Net Margin | 2.1% | 3.8% | 1.7% | 1.8% | 3.0% | 2.0% | 1.9% | -1.2% | 1.3% | -2.6% | 0.52% | · | |
| Pretax Margin | · | · | · | · | · | 2.2% | 1.8% | 0.54% | 0.17% | -2.8% | 1.4% | · | |
| EBITDA Margin | 6.4% | 5.1% | 3.6% | 3.4% | 5.3% | 5.7% | 3.9% | 3.1% | 3.4% | 0.45% | 3.1% | · | |
| ROA | 2.5% | 8.2% | 5.8% | 7.5% | 9.5% | 4.0% | 6.1% | -4.2% | 1.8% | -4.6% | 1.2% | · | |
| ROIC | · | · | · | · | · | · | · | 4350.0% | 62211.7% | -4608.1% | · | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.3 | 1.4 | 1.4 | 1.3 | 1.3 | 1.2 | 1.0 | 3.7 | 1.2 | 1.5 | · | |
| Quick Ratio | 0.2 | · | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | 0.5 | · | |
| Interest Coverage | 1.7 | 2.0 | 2.9 | 3.7 | 4.6 | 2.4 | 2.7 | 2.4 | 1.1 | -1.3 | 3.6 | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 2.1 | 3.4 | 4.1 | 3.2 | 2.0 | 3.2 | 3.5 | 1.4 | 1.8 | 2.2 | · | |
| Inventory Turnover | 13.0 | 21.0 | 25.4 | 35.9 | 35.5 | 24.1 | 38.8 | 39.7 | 25.0 | · | 36.1 | · | |
| Receivables Turnover | · | · | 26.4 | 36.3 | 42.9 | 30.9 | 42.9 | 37.1 | 21.7 | 37.1 | 65.5 | · |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.1% | -1.6% | -10.3% | 46.2% | 64.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.69% | 8.8% | 29.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 18.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -39.1% | 119.8% | -17.1% | -9.3% | 147.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.5% | 18.2% | 22.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $25.20B | $22.69B | $23.07B | $25.73B | $17.60B | $10.71B | $16.60B | $16.99B | $11.72B | $9.99B | $12.43B | $4.87B | |
| Net Income TTM | $527M | $866M | $394M | $475M | $524M | $212M | $313M | $-207M | $149M | $-406M | $87M | $36M |
Estado de resultados 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14.26B | $10.69B | $8.60B | $6.03B | $5.39B | $5.18B | $5.27B | $5.75B | $6.17B | $5.50B | $6.32B | $5.75B | $5.36B | $6.59B | $7.82B | $5.40B | |
| Cost of Revenue | $12.79B | $9.00B | $7.68B | $5.39B | $4.82B | $4.53B | $4.64B | $5.33B | $5.61B | $5.01B | $5.79B | $5.43B | $4.99B | $6.26B | $7.47B | $4.97B | |
| Gross Profit | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $430M | |
| SG&A Expense | $159M | $155M | $-43M | $51M | $50M | $39M | $0 | $55M | $134M | $88M | $30M | $33M | $29M | $29M | $30M | $27M | |
| Operating Expenses | $13.68B | $9.82B | $8.42B | $5.78B | $5.19B | $4.88B | $5.03B | $5.64B | $6.02B | $5.20B | $5.98B | $5.60B | · | · | · | $171M | |
| Operating Income | $583M | $866M | $184M | $252M | $203M | $296M | $237M | $107M | $150M | $297M | $338M | $141M | $199M | $150M | $173M | $259M | |
| Interest Expense | $204M | $201M | $166M | $131M | $123M | $121M | $117M | $116M | $95M | $63M | $56M | $53M | $53M | $49M | $45M | $41M | |
| Other Non-op | $-64M | $-27M | $85M | $-1M | $-1M | $0 | $12M | $-5M | $-3M | $1M | $0 | $7M | $0 | $0 | $0 | · | |
| Pretax Income | · | · | · | · | · | · | · | · | · | · | · | · | · | $102M | $129M | $219M | |
| Income Tax | $79M | $35M | $46M | $11M | $7M | $-2M | $4M | $15M | $149M | $7M | $11M | $9M | $7M | $19M | $8M | $3M | |
| Net Income | $283M | $644M | $101M | $133M | $86M | $207M | $141M | $2M | $493M | $230M | $272M | $87M | $141M | $83M | $121M | $216M | |
| EBITDA | $865M | $1.15B | · | $411M | $357M | $452M | · | $202M | $228M | $340M | $382M | $190M | $247M | $205M | $222M | $306M |
Balance general 23
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $891M | · | · | · | $94M | · | · | · | · | · | · | · | · | · | |
| Receivables | $3.28B | $3.44B | · | $1.32B | $1.04B | $1.03B | · | $902M | $1.02B | $893M | $1.15B | $543M | $573M | $730M | $906M | $725M | |
| Inventory | $2.39B | $2.35B | $2.38B | $1.14B | $1.18B | $1.11B | $1.07B | $890M | $1.04B | $953M | $909M | $931M | $768M | $776M | $757M | $704M | |
| Other Current Assets | $269M | $342M | $270M | $112M | $150M | $199M | $141M | $157M | $127M | $125M | $162M | $144M | $185M | $151M | $334M | $478M | |
| Current Assets | $6.78B | $6.85B | $5.52B | $5.81B | $2.48B | $2.51B | $2.46B | $2.06B | $2.44B | $2.72B | $2.48B | $1.87B | $1.73B | $1.86B | $2.18B | $2.02B | |
| PP&E (Net) | $13.67B | $13.82B | $13.41B | $7.71B | $7.67B | $7.61B | $7.67B | $7.75B | $8.85B | $1.86B | $1.82B | $1.82B | $1.73B | $1.67B | $1.68B | $1.63B | |
| PP&E (Gross) | $16.00B | $15.98B | $15.26B | $9.38B | $9.21B | $8.99B | $8.91B | $8.86B | $9.87B | $2.82B | $2.92B | $2.92B | $2.79B | $2.67B | $2.65B | $2.57B | |
| Accum. Depreciation | $2.33B | $2.16B | $1.85B | $1.67B | $1.53B | $1.39B | $1.24B | $1.10B | $1.03B | $960M | $1.10B | $1.10B | $1.07B | $1.01B | $976M | $943M | |
| Goodwill | $3.06B | $3.06B | $3.03B | $1.48B | $1.48B | $1.48B | $1.48B | $1.48B | $1.48B | $1.46B | $1.60B | $1.60B | $1.60B | $1.59B | $1.59B | $1.57B | |
| Intangibles | $2.34B | $2.37B | $2.41B | $526M | $533M | $540M | $547M | $553M | $716M | $523M | $554M | $564M | $576M | $594M | $614M | $530M | |
| Other Non-current Assets | $963M | $1.03B | $928M | $476M | $486M | $435M | $400M | $396M | $372M | $278M | $267M | $271M | $258M | $209M | $212M | $196M | |
| Total Assets | $29.93B | $30.26B | $28.36B | $17.84B | $14.43B | $14.34B | $14.38B | $14.12B | $14.46B | $7.39B | $7.37B | $6.78B | $6.55B | $6.57B | $6.92B | $6.61B | |
| Accounts Payable | $3.52B | $3.43B | · | $1.11B | $927M | $1.00B | · | $929M | $1.10B | $1.02B | $991M | $783M | $730M | $868M | $995M | $705M | |
| Accrued Liabilities | $1.06B | $923M | $953M | $522M | $448M | $460M | $457M | $515M | $613M | $302M | $350M | $343M | $291M | $326M | $314M | $275M | |
| Current Liabilities | $5.26B | $4.91B | $4.00B | $1.87B | $1.63B | $1.62B | $1.95B | $1.78B | $1.94B | $1.65B | $1.48B | $1.22B | $1.17B | $1.32B | $1.50B | $1.08B | |
| Capital Leases | $1.34B | $1.31B | $1.25B | $563M | $507M | $500M | $479M | $482M | $488M | $431M | $514M | $527M | $528M | $519M | $521M | $522M | |
| Deferred Tax | $1.06B | $1.16B | $1.14B | $170M | $164M | $161M | $157M | $166M | $117M | $181M | $162M | $158M | $159M | $151M | $156M | $155M | |
| Other Non-current Liabilities | $528M | $536M | $512M | $150M | $150M | $152M | $158M | $173M | $193M | $119M | $115M | $113M | $113M | $112M | $111M | $107M | |
| Total Liabilities | $21.58B | $21.91B | $20.35B | $12.30B | $10.33B | $10.19B | $10.31B | $9.94B | $10.13B | $6.27B | $6.19B | $5.78B | $5.55B | $5.60B | $5.94B | $5.66B | |
| Long-term Debt | · | · | $13.37B | · | · | · | $7.48B | · | · | $3.80B | $3.80B | · | · | · | · | · | |
| Total Debt | $6M | $12M | · | $2M | $2M | $2M | · | $78M | $76M | · | · | · | · | · | · | · | |
| AOCI | $-45M | $-16M | $-6M | $-2M | $-2M | $-3M | $2M | $1M | · | · | · | · | · | · | · | · | |
| Liabilities + Equity | $29.93B | $30.26B | $28.36B | $17.84B | $14.43B | $14.34B | $14.38B | $14.12B | $14.46B | $7.39B | $7.37B | $6.78B | $6.55B | $6.57B | $6.92B | $6.61B |
Flujo de Efectivo 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $282M | $286M | $219M | $159M | $154M | $156M | $152M | $95M | $78M | $43M | $44M | $49M | $48M | $55M | $49M | $47M | |
| Stock-based Comp | $7M | $6M | $5M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | $4M | $5M | $4M | $3M | $5M | |
| Deferred Tax | $-7M | $17M | · | · | $1M | $-7M | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-552M | · | · | · | $-211M | · | · | · | $9M | · | · | $132M | · | · | $-245M | |
| Operating Cash Flow | $1.10B | $454M | $392M | $401M | $243M | $156M | $123M | $210M | $-70M | $286M | $-1M | $91M | $326M | $303M | $314M | $23M | |
| CapEx | $173M | $199M | · | $157M | $160M | $101M | · | $101M | $70M | $41M | $45M | $50M | $37M | $42M | $29M | $26M | |
| Investing Cash Flow | $-268M | $-430M | $-2.21B | $-244M | $-249M | $-101M | $-132M | $-118M | $950M | $-223M | $-43M | $-139M | $-31M | $-21M | $-20M | $-285M | |
| Debt Issued | $0 | $1.20B | · | $1.90B | $0 | $1.00B | · | $0 | $1.50B | $0 | $500M | · | · | · | · | · | |
| Net Debt Issued | · | $1.20B | · | · | · | $397M | · | · | · | · | · | · | $0 | · | · | $-2M | |
| Dividends Paid | $51M | $48M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-778M | $-197M | $-527M | $2.97B | $-50M | $23M | $-13M | $-202M | $-869M | $123M | $61M | $98M | $-188M | $-254M | $-230M | $341M | |
| Net Change in Cash | $55M | $-173M | $-2.35B | $3.12B | $-56M | $78M | $-22M | $-110M | $11M | $186M | $17M | $50M | $107M | $28M | $64M | $79M | |
| Free Cash Flow | · | $255M | · | · | · | $55M | · | · | · | $245M | · | · | $289M | · | · | $-3M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-43M |
Rentabilidad 6
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 8.0% | |
| Operating Margin | 4.1% | 8.1% | · | 4.2% | 3.8% | 5.7% | · | 1.9% | 2.4% | 5.4% | 5.3% | 2.5% | 3.7% | 2.3% | 2.2% | 4.8% | |
| Net Margin | 2.0% | 6.0% | · | 2.2% | 1.6% | 4.0% | · | 0.03% | 8.0% | 4.2% | 4.3% | 1.5% | 2.6% | 1.3% | 1.6% | 4.0% | |
| Pretax Margin | · | · | · | · | · | · | · | · | · | · | · | · | · | 1.6% | 1.7% | 4.0% | |
| EBITDA Margin | 6.1% | 10.8% | · | 6.8% | 6.6% | 8.7% | · | 3.5% | 3.7% | 6.2% | 6.0% | 3.3% | 4.6% | 3.1% | 2.8% | 5.7% | |
| ROA | 1.3% | 2.9% | · | 0.83% | 0.60% | 1.9% | · | 0.02% | 4.6% | 3.3% | 3.9% | 1.3% | 2.1% | 1.4% | 1.9% | 3.6% |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | · | 3.1 | 1.5 | 1.5 | · | 1.2 | 1.3 | 1.7 | 1.7 | 1.5 | 1.5 | 1.4 | 1.5 | 1.9 | |
| Quick Ratio | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | 0.8 | 0.4 | 0.5 | 0.6 | 0.6 | 0.7 | |
| Interest Coverage | 2.9 | 4.3 | · | 1.9 | 1.7 | 2.4 | · | 0.9 | 1.6 | 4.7 | 6.0 | 2.7 | 3.8 | 3.1 | 3.8 | 6.3 |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.6 | 0.8 | 0.9 | 0.8 | 0.8 | 1.1 | 1.3 | 0.9 | |
| Inventory Turnover | 7.2 | 5.2 | · | 5.3 | 4.3 | 4.4 | · | 5.9 | 5.7 | 5.8 | 6.9 | 6.4 | 6.8 | 9.9 | 12.0 | 8.8 | |
| Receivables Turnover | 6.6 | 4.8 | · | 5.4 | 5.2 | 5.4 | · | 5.6 | 7.9 | 7.5 | 6.7 | 7.9 | 8.3 | 10.4 | 11.2 | 9.5 |
Valoración (TTM) 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $36.37B | $27.29B | · | $22.35B | $22.49B | $22.60B | · | $23.74B | $23.74B | $22.93B | $24.02B | $25.52B | $25.17B | $24.59B | $22.39B | $18.04B | |
| Net Income TTM | $1.15B | $1.07B | · | $428M | $788M | $932M | · | $997M | $1.08B | $730M | $583M | $432M | $561M | $524M | $607M | $640M | |
| Payout Ratio | · | 7.4% | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
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 | |
|---|---|---|---|---|---|
| Ingresos | $25.20B | $22.69B | $23.07B | $25.73B | $17.60B |
| Margen Bruto % | — | — | — | — | 7.7% |
| Margen Operativo % | 3.7% | 3.5% | 2.8% | 2.6% | 4.3% |
| Beneficio neto | $527M | $866M | $394M | $475M | $524M |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 1.4 | 1.3 | 1.4 | 1.4 | 1.3 |
| Ratio Rápido | 0.2 | — | 0.6 | 0.6 | 0.6 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | — | — | $375M | $386M |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 329 declarantes · $3.9B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 30 (-17 vs trimestre anterior) | 19 (0 vs trimestre anterior) | 76 (-11 vs trimestre anterior) | 85 (+10 vs trimestre anterior) | +8.1M |
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 | $1 649 394 630 | 24 435 476 | 42,24% | Acciones |
| Invesco Ltd. | $596 354 670 | 8 834 884 | 15,27% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $203 245 538 | 3 011 045 | 5,20% | Acciones |
| FMR LLC | $160 837 110 | 2 382 772 | 4,12% | Acciones |
| MORGAN STANLEY | $157 192 448 | 2 328 777 | 4,03% | Acciones |
| Energy Income Partners, LLC | $96 491 385 | 1 429 502 | 2,47% | Acciones |
| Recurrent Investment Advisors LLC | $77 586 795 | 1 149 434 | 1,99% | Acciones |
| GOLDMAN SACHS GROUP INC | $72 953 528 | 1 080 793 | 1,87% | Acciones |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $67 216 095 | 995 794 | 1,72% | Acciones |
| MILLER HOWARD INVESTMENTS INC /NY | $65 752 357 | 974 109 | 1,68% | Acciones |
| Blackstone Inc. | $57 685 163 | 854 595 | 1,48% | Acciones |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $50 938 403 | 754 643 | 1,30% | Acciones |
| BARCLAYS PLC | $46 711 216 | 692 018 | 1,20% | Acciones |
| Fractal Investments LLC | $46 035 135 | 682 002 | 1,18% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $39 076 112 | 578 905 | 1,00% | Acciones |
| BOWEN HANES & CO INC | $38 982 000 | 600 000 | 1,00% | Acciones |
| Adams Asset Advisors, LLC | $38 192 985 | 565 822 | 0,98% | Acciones |
| Allianz Asset Management GmbH | $24 912 428 | 369 073 | 0,64% | Acciones |
| UBS Group AG | $21 682 890 | 321 228 | 0,56% | Acciones |
| ING GROEP NV | $18 022 500 | 267 000 | 0,46% | Acciones |
| COOPERMAN LEON G | $15 254 595 | 225 994 | 0,39% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13 493 250 | 199 900 | 0,35% | Opción de compra |
| LPL Financial LLC | $11 845 625 | 175 491 | 0,30% | Acciones |
| Kercheville Advisors, LLC | $10 738 307 | 159 086 | 0,27% | Acciones |
| Sanctuary Advisors, LLC | $10 469 302 | 155 101 | 0,27% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $10 453 725 | 154 870 | 0,27% | Acciones |
| HUB Investment Partners, LLC | $9 813 084 | 145 379 | 0,25% | Acciones |
| JANE STREET GROUP, LLC | $9 220 500 | 136 600 | 0,24% | Opción de compra |
| Texas Yale Capital Corp. | $9 105 480 | 134 896 | 0,23% | Acciones |
| Waverly Advisors, LLC | $9 007 733 | 133 448 | 0,23% | Acciones |
| Beacon Pointe Advisors, LLC | $8 999 560 | 138 519 | 0,23% | Acciones |
| CITADEL ADVISORS LLC | $8 194 500 | 121 400 | 0,21% | Opción de venta |
| CITADEL ADVISORS LLC | $7 722 000 | 114 400 | 0,20% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7 641 000 | 113 200 | 0,20% | Opción de venta |
| EXCHANGE TRADED CONCEPTS, LLC | $7 173 968 | 106 281 | 0,18% | Acciones |
| CIBC Private Wealth Group LLC | $7 104 171 | 142 055 | 0,18% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $6 182 123 | 91 587 | 0,16% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $5 596 289 | 82 908 | 0,14% | Acciones |
| Summit Financial, LLC | $5 165 865 | 76 531 | 0,13% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $5 146 086 | 76 238 | 0,13% | Acciones |
| Corigliano Investment Advisers, LLC | $5 028 678 | 77 400 | 0,13% | Acciones |
| JANE STREET GROUP, LLC | $4 893 750 | 72 500 | 0,13% | Opción de venta |
| Waldron Private Wealth LLC | $4 792 500 | 71 000 | 0,12% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 618 890 | 68 428 | 0,12% | Acciones |
| Cetera Investment Advisers | $4 192 638 | 62 112 | 0,11% | Acciones |
| NBW CAPITAL LLC | $4 073 322 | 76 009 | 0,10% | Acciones |
| J.W. COLE ADVISORS, INC. | $3 990 979 | 59 126 | 0,10% | Acciones |
| Annis Gardner Whiting Capital Advisors, LLC | $3 834 000 | 56 800 | 0,10% | Acciones |
| Mariner, LLC | $3 552 942 | 52 636 | 0,09% | Acciones |
| AlTi Global, Inc. | $3 459 645 | 51 254 | 0,09% | Acciones |
| Gilman Hill Asset Management, LLC | $3 398 558 | 50 349 | 0,09% | Acciones |
| TORONTO DOMINION BANK | $3 361 365 | 49 798 | 0,09% | Acciones |
| Kestra Advisory Services, LLC | $3 311 937 | 49 066 | 0,08% | Acciones |
| Cresset Asset Management, LLC | $3 200 576 | 47 416 | 0,08% | Acciones |
| OSAIC HOLDINGS, INC. | $3 167 183 | 46 918 | 0,08% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $3 060 748 | 45 344 | 0,08% | Acciones |
| WOLVERINE TRADING, LLC | $3 034 226 | 61 100 | 0,08% | Opción de venta |
| Sovereign Investment Advisors, LLC | $2 937 735 | 43 522 | 0,08% | Acciones |
| Crescent Grove Advisors, LLC | $2 827 170 | 41 884 | 0,07% | Acciones |
| Barnett & Company, Inc. | $2 557 103 | 37 883 | 0,07% | Acciones |
| FIRST TRUST ADVISORS LP | $2 510 392 | 37 191 | 0,06% | Acciones |
| Advisors Asset Management, Inc. | $2 464 799 | 47 916 | 0,06% | Acciones |
| PARK CIRCLE Co | $2 453 625 | 36 350 | 0,06% | Acciones |
| Linscomb Wealth, Inc. | $2 366 415 | 35 058 | 0,06% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $2 166 535 | 32 097 | 0,06% | Acciones |
| NewEdge Advisors, LLC | $2 113 135 | 31 305 | 0,05% | Acciones |
| MidFirst Bank | $2 058 750 | 30 500 | 0,05% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $2 058 461 | 30 496 | 0,05% | Acciones |
| PEAK6 LLC | $2 052 000 | 30 400 | 0,05% | Opción de compra |
| STIFEL FINANCIAL CORP | $2 002 601 | 29 669 | 0,05% | Acciones |
| Glenmede Investment Management, LP | $1 954 790 | 39 088 | 0,05% | Acciones |
| GLENMEDE TRUST CO NA | $1 935 900 | 28 680 | 0,05% | Acciones |
| MML INVESTORS SERVICES, LLC | $1 882 468 | 27 888 | 0,05% | Acciones |
| Zurich Insurance Group Ltd/FI | $1 836 000 | 27 200 | 0,05% | Acciones |
| Empirical Asset Management, LLC | $1 828 176 | 27 084 | 0,05% | Acciones |
| HighTower Advisors, LLC | $1 816 571 | 26 912 | 0,05% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 802 048 | 26 697 | 0,05% | Acciones |
| VAN ECK ASSOCIATES CORP | $1 735 358 | 25 709 | 0,04% | Acciones |
| Bison Wealth, LLC | $1 611 914 | 23 859 | 0,04% | Acciones |
| DIVIDEND ASSETS CAPITAL, LLC | $1 559 115 | 23 098 | 0,04% | Acciones |
| Apollon Wealth Management, LLC | $1 494 315 | 22 138 | 0,04% | Acciones |
| Private Advisor Group, LLC | $1 492 679 | 22 114 | 0,04% | Acciones |
| Focus Partners Wealth | $1 486 647 | 22 024 | 0,04% | Acciones |
| CITADEL ADVISORS LLC | $1 460 228 | 21 633 | 0,04% | Acciones |
| CASCADE INVESTMENT GROUP, INC. | $1 456 650 | 21 580 | 0,04% | Acciones |
| IHT Wealth Management, LLC | $1 368 264 | 20 271 | 0,04% | Acciones |
| AMERICAN FINANCIAL GROUP INC | $1 350 000 | 20 000 | 0,03% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 307 380 | 19 030 | 0,03% | Acciones |
| WOLVERINE TRADING, LLC | $1 201 772 | 24 200 | 0,03% | Opción de compra |
| Focus Financial Network, Inc. | $1 120 086 | 16 594 | 0,03% | Acciones |
| Kingsview Wealth Management, LLC | $1 109 083 | 17 071 | 0,03% | Acciones |
| Arax Advisory Partners | $1 088 741 | 16 129 | 0,03% | Acciones |
| US BANCORP \DE\ | $1 064 138 | 15 765 | 0,03% | Acciones |
| Congress Wealth Management LLC / DE / | $1 046 212 | 19 522 | 0,03% | Acciones |
| Austin Wealth Management, LLC | $1 031 116 | 13 934 | 0,03% | Acciones |
| Creative Planning | $1 030 700 | 15 270 | 0,03% | Acciones |
| Quad-Cities Investment Group, LLC | $1 028 005 | 15 230 | 0,03% | Acciones |
| MCDONALD PARTNERS LLC | $1 019 250 | 15 100 | 0,03% | Acciones |
| MGO ONE SEVEN LLC | $1 017 096 | 15 068 | 0,03% | Acciones |
| Baird Financial Group, Inc. | $1 015 403 | 15 043 | 0,03% | Acciones |
Informantes de la empresa 43 insiders · 20 directivos · 21 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joseph Kim | President & CEO | 5 de diciembre de 2025 A | 591 888 | 0 | 0 | $0 |
| Robert W Owens | CEO | 5 de diciembre de 2017 F | 214 134 | 0 | 0 | $0 |
| Dylan Bramhall | CFO | 5 de diciembre de 2025 F | 42 609 | 0 | 0 | $0 |
| Thomas R Miller | CFO | 13 de marzo de 2020 P | 89 854 | 0 | 0 | $0 |
| Mary E Sullivan | EVP, CFO & Treasurer | 25 de septiembre de 2012 A | 5 000 | 0 | 0 | $0 |
| Rocky Dewbre | President & COO | 25 de septiembre de 2012 A | 5 000 | 0 | 0 | $0 |
| Austin Harkness | EVP, Chief Commercial Officer | 25 de junio de 2026 A | 124 551 | 0 | 0 | $0 |
| Brian A Hand | EVP-Chief Sales Officer | 25 de junio de 2026 A | 190 914 | 0 | 0 | $0 |
| Karl R Fails | EVP & Chief Operations Officer | 5 de diciembre de 2025 A | 291 052 | 0 | 0 | $0 |
| Rick Raymer | VP & Controller & PAO | 5 de diciembre de 2024 A | 39 313 | 0 | 0 | $0 |
| Arnold Dodderer | GC & Asst. Sec. | 8 de diciembre de 2023 A | 89 890 | 0 | 0 | $0 |
| Christopher Curia | EVP - Human Resources | 8 de diciembre de 2023 A | 129 828 | 0 | 0 | $0 |
| Alison Gladwin | SVP, Marketing & Admin. | 5 de diciembre de 2023 F | 80 611 | 0 | 0 | $0 |
| Camilla A. Harris | VP, Controller & PAO | 16 de diciembre de 2019 A | 17 000 | 0 | 0 | $0 |
| Blake Heinemann | SVP, Chief Sales Officer | 19 de diciembre de 2018 A | 99 806 | 0 | 0 | $0 |
| Leta Mckinley | VP, Controller & PAO | 21 de diciembre de 2017 A | 25 494 | 0 | 0 | $0 |
| Boyd E Foster | EVP-Mnfg & Distribution | 5 de diciembre de 2017 F | 31 778 | 0 | 0 | $0 |
| Brad Williams | EVP-Operations West | 5 de diciembre de 2017 F | 56 238 | 0 | 0 | $0 |
| Cynthia A Archer | EVP and CMO | 5 de diciembre de 2017 F | 65 569 | 0 | 0 | $0 |
| E V Bonner Jr | EVP, Sec and General Counsel | 25 de septiembre de 2012 A | 5 000 | 0 | 0 | $0 |
| Oscar A. Alvarez | Consejero | 2 de enero de 2026 A | 25 676 | 0 | 0 | $0 |
| Brett W Smith | Consejero | 2 de enero de 2026 A | 6 117 | 0 | 0 | $0 |
| David K Skidmore | Consejero | 2 de enero de 2026 A | 19 248 | 0 | 0 | $0 |
| Ray W Washburne | Consejero | 2 de enero de 2026 A | 12 815 | 0 | 0 | $0 |
| Bradley C Barron | Consejero | 2 de enero de 2026 A | 24 640 | 0 | 0 | $0 |
| Imad K. Anbouba | Consejero | 2 de enero de 2024 A | 19 536 | 0 | 0 | $0 |
| William Presley Williams | Consejero | 3 de enero de 2022 A | 5 680 | 0 | 0 | $0 |
| Matthew S. Ramsey | Consejero | 14 de diciembre de 2021 P | 77 830 | 0 | 0 | $0 |
| James W Bryant | Consejero | 4 de enero de 2021 A | 21 488 | 0 | 0 | $0 |
| Thomas E Long | Consejero | 30 de diciembre de 2020 A | 114 813 | 0 | 0 | $0 |
| Rick K Turner | Consejero | 2 de enero de 2018 A | 14 476 | 0 | 0 | $0 |
| Richard D Brannon | Consejero | 4 de enero de 2016 A | 3 913 | 0 | 0 | $0 |
| Sam L Susser | Consejero | 2 de enero de 2015 A | 273 234 | 0 | 0 | $0 |
| Frank A Risch | Consejero | 11 de septiembre de 2013 A | — | 0 | 0 | $0 |
| Bryan F Smith JR | Consejero | 1 de marzo de 2013 A | 8 552 | 0 | 0 | $0 |
| David P Engel | Consejero | 25 de septiembre de 2012 P | 21 940 | 0 | 0 | $0 |
| Sam J Susser | Consejero | 25 de septiembre de 2012 P | 11 000 | 0 | 0 | $0 |
| Armand S Shapiro | Consejero | 25 de septiembre de 2012 P | 5 000 | 0 | 0 | $0 |
| Energy Transfer Partners, L.P. | Propietario del 10% | 31 de marzo de 2016 J | 6 506 404 | 0 | 0 | $0 |
| Stripes No. 1009 LLC | Propietario del 10% | 31 de julio de 2015 J | 5 469 718 | 0 | 0 | $0 |
| Stripes LLC | Propietario del 10% | 31 de julio de 2015 J | 5 549 026 | 0 | 0 | $0 |
| Susser Holdings CORP | Propietario del 10% | 31 de julio de 2015 J | 11 018 744 | 0 | 0 | $0 |
| Rob L. Jones | — | 1 de marzo de 2013 A | 32 552 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 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 |
|---|---|---|---|---|---|
| Heritage Holdings, Inc., ETP Holdco Corporation, ETC M-A Acquisition LLC, ETP Retail Holdings, LLC, Atlantic Refining & Marketing Corp., Sunoco, Inc. (R&M), Sunoco, Inc., Heritage ETC, L.P., Heritage ETC GP, L.L.C., Energy Transfer Partners, L.P., Energy Transfer Partners GP, L.P., Energy Transfer Partners, L.L.C., Energy Transfer Equity, L.P., LE GP, LLC, Kelcy L. Warren | 25 de abril de 2016 | — | Presentación inicial | — | SEC |
| Stripes LLC, Stripes No. 1009 LLC, Susser Holdings Corporation, Heritage Holdings, Inc., ETP Holdco Corporation, ETC M-A Acquisition LLC, La Grange Acquisition, L.P., LA GP, LLC, ETP Retail Holdings, LLC, Sunoco, Inc. (R&M), Sunoco, Inc., Heritage ETC, L.P., Heritage ETC GP, L.L.C., Energy Transfer Partners, L.P., Energy Transfer Partners GP, L.P., Energy Transfer Partners, L.L.C., Energy Transfer Equity, L.P., LE GP, LLC, Kelcy L. Warren ×3 presentaciones | 11 de agosto de 2015 | — | Presentación inicial | — | SEC |
| Susser Holdings Corporation, Stripes Holdings LLC, Susser Holdings, L.L.C., Stripes LLC, Stripes No. 1009 LLC | 5 de octubre de 2012 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 56 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 |
|---|---|---|---|---|
| AMZA · ETFis Series Trust I | 14,76% | 983 027 NS | 30 de abril de 2026 | N-PORT |
| AMLP · ALPS ETF Trust | 13,37% | 24 995 944 NS | 31 de mayo de 2026 | N-PORT |
| MLPA · Global X Funds | 9,17% | 2 969 966 NS | 31 de mayo de 2026 | N-PORT |
| EMLP · First Trust Exchange-Traded Fund IV | 2,05% | 1 197 405 NS | 30 de abril de 2026 | N-PORT |
| EIPX · First Trust Exchange-Traded Fund IV | 1,44% | 110 019 NS | 30 de abril de 2026 | N-PORT |
| ALTY · Global X Funds | 1,29% | 8 800 NS | 31 de mayo de 2026 | N-PORT |
| EWA · iShares, Inc. | 0,98% | 1 056 342 SH | 8 de agosto de 2026 | Diario |
| PIO · Invesco Exchange-Traded Fund Trust … | 0,85% | 12 849 SH | 8 de agosto de 2026 | Diario |
| TPYP · Tortoise Capital Series Trust | 0,83% | 107 677 NS | 31 de mayo de 2026 | N-PORT |
| BSJR · Invesco Exchange-Traded Self-Indexe… | 0,78% | 6 855 000 | 8 de agosto de 2026 | Diario |
| CVY · Invesco Exchange-Traded Fund Trust | 0,72% | 12 629 | 8 de agosto de 2026 | Diario |
| GYLD · ARROW ETF TRUST | 0,69% | 3 159 NS | 30 de abril de 2026 | N-PORT |
| EPP · iShares, Inc. | 0,63% | 1 048 201 SH | 8 de agosto de 2026 | Diario |
| EIPI · First Trust Exchange-Traded Fund VI… | 0,55% | 88 536 NS | 31 de mayo de 2026 | N-PORT |
| CGW · Invesco Exchange-Traded Fund Trust … | 0,53% | 30 356 SH | 8 de agosto de 2026 | Diario |
| GTOS · Invesco Actively Managed Exchange-T… | 0,49% | 600 000 | 8 de agosto de 2026 | Diario |
| ISVL · iShares Trust | 0,47% | 8 250 SH | 8 de agosto de 2026 | Diario |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0,45% | 3 217 000 | 8 de agosto de 2026 | Diario |
| IDLV · Invesco Exchange-Traded Fund Trust … | 0,42% | 106 409 SH | 8 de agosto de 2026 | Diario |
| IEUS · iShares Trust | 0,20% | 1 923 SH | 8 de agosto de 2026 | Diario |
| IQLT · iShares Trust | 0,16% | 1 615 533 SH | 8 de agosto de 2026 | Diario |
| IPAC · iShares Trust | 0,16% | 309 775 SH | 8 de agosto de 2026 | Diario |
| ESGD · iShares Trust | 0,15% | 1 303 109 SH | 8 de agosto de 2026 | Diario |
| DMXF · iShares Trust | 0,14% | 96 717 SH | 8 de agosto de 2026 | Diario |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,14% | 230 595 | 8 de agosto de 2026 | Diario |
| EFV · iShares Trust | 0,13% | 2 927 651 SH | 8 de agosto de 2026 | Diario |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,11% | 1 166 317 SH | 8 de agosto de 2026 | Diario |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 0,10% | 77 231 SH | 8 de agosto de 2026 | Diario |
| SCZ · iShares Trust | 0,09% | 64 881 SH | 8 de agosto de 2026 | Diario |
| IXG · iShares Trust | 0,09% | 46 244 SH | 8 de agosto de 2026 | Diario |
| ISCF · iShares Trust | 0,08% | 3 010 SH | 8 de agosto de 2026 | Diario |
| PABD · iShares Trust | 0,08% | 20 222 SH | 8 de agosto de 2026 | Diario |
| VYMI · VANGUARD WHITEHALL FUNDS | 0,08% | 1 224 896 SH | 8 de agosto de 2026 | Diario |
| IEFA · iShares Trust | 0,07% | 8 189 038 SH | 8 de agosto de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,07% | 65 840 SH | 8 de agosto de 2026 | Diario |
| EFA · iShares Trust | 0,07% | 3 824 019 SH | 8 de agosto de 2026 | Diario |
| IDEV · iShares Trust | 0,06% | 1 142 379 SH | 8 de agosto de 2026 | Diario |
| GTO · Invesco Actively Managed Exchange-T… | 0,06% | 1 838 000 | 8 de agosto de 2026 | Diario |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | 0,06% | 180 000 PA | 8 de agosto de 2026 | Diario |
| PXF · Invesco Exchange-Traded Fund Trust … | 0,06% | 126 855 SH | 8 de agosto de 2026 | Diario |
| VSDB · VANGUARD MALVERN FUNDS | 0,05% | 450 000 PA | 8 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,05% | 10 749 071 SH | 8 de agosto de 2026 | Diario |
| IXUS · iShares Trust | 0,04% | 1 498 536 SH | 8 de agosto de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,04% | 16 192 488 SH | 8 de agosto de 2026 | Diario |
| VGMS · VANGUARD MALVERN FUNDS | 0,04% | 100 000 PA | 8 de agosto de 2026 | Diario |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,04% | 2 536 457 SH | 8 de agosto de 2026 | Diario |
| VSGX · VANGUARD WORLD FUND | 0,04% | 218 048 SH | 8 de agosto de 2026 | Diario |
| ACWX · iShares Trust | 0,04% | 344 515 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 1 149 SH | 8 de agosto de 2026 | Diario |
| NEAR · iShares U.S. ETF Trust | 0,03% | 1 373 000 SH | 8 de agosto de 2026 | Diario |