SYF Synchrony Financial Common Stock
Acerca de Synchrony Financial Common Stock Descripción general de la empresa de Wikipedia
Synchrony Financial is an American consumer financial services company with its headquarters in Draper, Utah, United States. The company offers consumer financing products, including credit, promotional financing and loyalty programs, installment lending to industries and consumers through Synchrony Bank, its wholly owned online bank subsidiary.
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Synchrony Financial is an American consumer financial services company with its headquarters in Draper, Utah, United States. The company offers consumer financing products, including credit, promotional financing and loyalty programs, installment lending to industries and consumers through Synchrony Bank, its wholly owned online bank subsidiary.
Brands partnered with Synchrony include Amazon, Lowe's, Guitar Center, Cathay Pacific, Rakuten, Verizon, Sleep Number, Walgreens, and Sam's Club. Synchrony owns CareCredit, a credit card for medical and veterinary expenses.
History
Previously named GE Capital Retail Finance Corporation, Synchrony was incorporated in Delaware in 2003. The company was inactive until 2013. Centered on co-branded credit products, Synchrony went public in July 2014 and raised $2.88 billion in its initial public offering.
In 2017, Synchrony acquired GPShopper.
In 2018, Synchrony acquired Loop Commerce, which provides a digital gifting platform called GiftNow. The same year, it acquired PayPal's $7.6 billion credit receivables portfolio and became the exclusive issuer for the PayPal Credit point-of-sale financing program in the United States through 2028.
GIC Private Limited, the sovereign wealth fund of Singapore, owned 7.72% of Synchrony's stock in 2019. GIC exited its position in 2023.
Controversy
In June 2014, shortly before Synchrony's New York Stock Exchange debut, the U.S. Consumer Financial Protection Bureau and the Department of Justice reached a $225 million settlement with the company after it entered into a consent decree with the Consumer Financial Protection Bureau. The settlement stated that while operating as GE Capital Bank, the company had engaged in deceptive and discriminatory credit card practices, primarily surrounding nefarious enrollment practices for add-on programs such as financial hardship relief.
In 2020, consumer advocacy groups urged the Consumer Financial Protection Bureau and Comptroller of the Currency to investigate the use of PayPal Credit to pay tuition at for-profit schools, where students are generally ineligible for lower-cost federal loans. The advocacy groups classified the 24% interest rates, $40 late fees, and aggressive collection practices as "predatory."
In May 2024, a class action suit was filed in New York alleging that CareCredit's interest rates of 32.99% violate state usury laws.
Synchrony-branded educational initiatives
In 2016, the University of Connecticut's School of Engineering announced the launch of Synchrony's Center of Excellence in Cybersecurity.
In 2018, Synchrony opened an emerging tech center at the University of Illinois.
In 2019, Synchrony opened the Synchrony Digital Technology Center at the University of Connecticut's Stamford campus. During the dedication of the center, the company announced a $1 million donation to the "Connecticut Commitment" – an initiative aimed at helping lower-income Connecticut students attend the university, tuition-free.
Synchrony operates "Innovation Stations" in Stamford, Connecticut; Chicago, Illinois; Kettering, Ohio and Hyderabad, India.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
SYF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SYF 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 |
|---|---|
| 5 de agosto de 2026 | $0,3400 |
| 5 de mayo de 2026 | $0,3000 |
| 6 de febrero de 2026 | $0,3000 |
| 5 de noviembre de 2025 | $0,3000 |
| 5 de agosto de 2025 | $0,3000 |
| 5 de mayo de 2025 | $0,3000 |
| 3 de febrero de 2025 | $0,2500 |
| 4 de noviembre de 2024 | $0,2500 |
| 5 de agosto de 2024 | $0,2500 |
| 3 de mayo de 2024 | $0,2500 |
| 2 de febrero de 2024 | $0,2500 |
| 31 de octubre de 2023 | $0,2500 |
| 28 de julio de 2023 | $0,2500 |
| 1 de mayo de 2023 | $0,2300 |
| 3 de febrero de 2023 | $0,2300 |
| 31 de octubre de 2022 | $0,2300 |
| 29 de julio de 2022 | $0,2300 |
| 29 de abril de 2022 | $0,2200 |
| 9 de febrero de 2022 | $0,2200 |
| 29 de octubre de 2021 | $0,2200 |
SYF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 6 21,4%
- Compra 12 42,9%
- Mantener 10 35,7%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
23 analistas · 2026-08-14Historial 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 | $2.59 | $2.13 | 0.46% |
| 31 de marzo de 2026 | $2.27 | $2.21 | 0.06% |
| 31 de diciembre de 2025 | $2.04 | $2.06 | -0.02% |
| 30 de septiembre de 2025 | $2.86 | $2.25 | 0.61% |
| 30 de junio de 2025 | $2.50 | $1.76 | 0.74% |
| 31 de marzo de 2025 | $1.89 | $1.69 | 0.20% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SYF | $28.95B | 9.0 | -2.8% | 18.7% | 21.1% | — |
| AXP | $253.79B | 24.1 | 6.4% | 26.2% | 32.9% | — |
| COF | $151.50B | 60.1 | 36.6% | 4.6% | 2.2% | — |
| SOFI | $33.26B | 67.1 | 23.1% | 77.7% | 5.5% | — |
| ALLY | $13.97B | 19.1 | -3.3% | 10.8% | 5.7% | — |
| FCFS | $7.01B | 21.5 | 8.0% | 9.0% | 15.3% | 50.3% |
| OMF | $7.92B | 10.3 | 8.9% | 16.0% | 23.3% | — |
| FIGR | $0 | 92.8 | 48.7% | 26.4% | 16.9% | — |
| ENVA | $3.89B | 13.6 | 18.6% | 9.8% | 24.3% | 58.1% |
| CACC | $4.74B | 12.2 | 7.2% | 18.3% | 27.5% | — |
| SLM | $5.39B | 7.8 | 7.3% | 37.5% | 30.9% | — |
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 | · | · | $3.71B | $1.52B | $1.03B | $1.67B | $2.29B | $1.87B | $1.39B | $1.25B | $1.14B | $922M | |
| Interest Income | $22.60B | $22.64B | $20.71B | $17.15B | $15.27B | $16.07B | $19.09B | $17.99B | $16.41B | $14.78B | $13.23B | $12.24B | |
| Pretax Income | $4.62B | $4.55B | $2.90B | $3.96B | $5.50B | $1.80B | $4.89B | $3.64B | $3.32B | $3.57B | $3.53B | $3.39B | |
| Income Tax | $1.07B | $1.05B | $666M | $946M | $1.28B | $412M | $1.14B | $854M | $1.39B | $1.32B | $1.32B | $1.28B | |
| Net Income | $3.55B | $3.50B | $2.24B | $3.02B | $4.22B | $1.39B | $3.75B | $2.79B | $1.94B | $2.25B | $2.21B | $2.11B | |
| EPS (Basic) | $9.38 | $8.64 | $5.21 | $6.19 | $7.40 | $2.28 | $5.59 | $3.76 | $2.43 | $2.71 | $2.66 | $2.78 | |
| EPS (Diluted) | $9.28 | $8.55 | $5.19 | $6.15 | $7.34 | $2.27 | $5.56 | $3.74 | $2.42 | $2.71 | $2.65 | $2.78 | |
| Shares (Basic) | 369,900,000 | 396,500,000 | 421,200,000 | 480,400,000 | 564,600,000 | 589,000,000 | 670,200,000 | 742,300,000 | 795,600,000 | 829,200,000 | 833,800,000 | 757,400,000 | |
| Shares (Diluted) | 373,900,000 | 400,600,000 | 423,500,000 | 483,400,000 | 569,300,000 | 590,800,000 | 673,500,000 | 746,900,000 | 799,700,000 | 831,500,000 | 835,500,000 | 757,600,000 | |
| EBITDA | $514M | $481M | $458M | $419M | $390M | $383M | $367M | $302M | $254M | $219M | $174M | $131M |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $14.97B | $14.71B | $14.26B | $10.29B | $8.34B | $11.52B | $12.15B | $9.40B | $11.60B | $9.32B | $12.32B | $11.83B | |
| PP&E (Net) | $1.25B | · | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.36B | $1.27B | $1.02B | $1.10B | $1.10B | $1.08B | $1.08B | $1.02B | $991M | $949M | $949M | $949M | |
| Intangibles | $104M | $854M | $815M | $742M | $1.17B | $1.12B | $1.26B | $1.14B | $749M | $712M | $701M | $519M | |
| Total Assets | $119.09B | $119.46B | $117.48B | $104.56B | $95.75B | $95.95B | $104.83B | $106.79B | $95.81B | $90.21B | $83.99B | $75.71B | |
| Total Liabilities | $102.33B | $102.88B | $103.58B | $91.69B | $82.09B | $83.25B | $89.74B | $92.11B | $81.57B | $76.01B | $71.39B | $65.23B | |
| Long-term Debt | $15.18B | $15.46B | $15.98B | $14.19B | $14.51B | $15.78B | $19.87B | $24.00B | $20.80B | $20.15B | $24.28B | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | $9.90B | $9.85B | $9.78B | $9.72B | $9.67B | $9.57B | $9.54B | $9.48B | $9.45B | $9.39B | $9.35B | $9.41B | |
| Retained Earnings | $24.60B | $21.64B | $18.66B | $16.72B | $14.24B | $10.62B | $12.12B | $8.99B | $6.81B | $5.33B | $3.29B | $1.08B | |
| Treasury Stock | $18.91B | $16.07B | $15.20B | $14.17B | $10.93B | $8.17B | $7.24B | $3.73B | $1.96B | $475M | $0 | · | |
| Stockholders' Equity | $16.77B | $16.58B | $13.90B | $12.87B | $13.65B | $12.70B | $15.09B | $14.68B | $14.23B | $14.20B | $12.60B | $10.48B | |
| Liabilities + Equity | $119.09B | $119.46B | $117.48B | $104.56B | $95.75B | $95.95B | $104.83B | $106.79B | $95.81B | $90.21B | $83.99B | $75.71B | |
| Shares Outstanding | 347,000,000 | 388,000,000 | 406,875,775 | 438,216,755 | 526,830,205 | 584,009,550 | 615,925,168 | 718,758,598 | 770,531,433 | 817,352,328 | 833,828,340 | 833,765,000 |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $514M | $481M | $458M | $419M | $390M | $383M | $367M | $302M | $254M | $219M | $174M | $131M | |
| Deferred Tax | $184M | $-98M | $-458M | $-421M | $219M | $-602M | $23M | $-53M | $385M | $389M | $-295M | $-203M | |
| Restructuring | · | · | · | · | · | $87M | · | · | · | · | · | · | |
| Other Non-cash | $5.60B | $5.97B | $6.36B | $3.68B | $2.27B | $6.32B | $4.85B | $6.30B | $6.34B | $3.96B | $4.09B | $3.30B | |
| Operating Cash Flow | $9.85B | $9.85B | $8.59B | $6.69B | $7.10B | $7.49B | $8.99B | $9.34B | $8.57B | $6.51B | $6.18B | $5.34B | |
| Investing Cash Flow | $-4.85B | $-8.90B | $-14.23B | $-10.23B | $-4.81B | $-498M | $-261M | $-19.04B | $-9.54B | $-13.36B | $-10.80B | $-10.07B | |
| Stock Repurchased | $2.94B | $1.01B | $1.11B | $3.32B | $2.88B | $985M | $3.62B | $1.87B | $1.50B | $476M | $0 | $0 | |
| Net Stock Activity | $-2.94B | $-1.01B | $-1.11B | $-3.32B | $-2.88B | $-985M | $-3.62B | $-1.87B | $-1.50B | $-476M | · | · | |
| Dividends Paid | $427M | $398M | $406M | $434M | $500M | $520M | $581M | $534M | $446M | $214M | $0 | $0 | |
| Financing Cash Flow | $-4.74B | $-611M | $9.63B | $5.28B | $-5.20B | $-8.03B | $-6.46B | $8.25B | $3.12B | $3.81B | $5.12B | $14.24B | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $2.28B | $-3.00B | $497M | $9.51B | |
| Taxes Paid | $710M | $1.09B | $1.12B | $1.29B | $1.11B | $847M | $1.02B | $772M | $754M | $1.77B | $1.22B | $1.79B |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 18.7% | 17.9% | 13.0% | 18.8% | 28.7% | 9.3% | 21.8% | 17.0% | 12.6% | 16.2% | 17.7% | 17.9% | |
| Pretax Margin | 24.3% | 23.3% | 16.8% | 24.8% | 37.4% | 12.1% | 28.5% | 22.2% | 21.7% | 25.7% | 28.3% | 28.7% | |
| EBITDA Margin | 2.7% | 2.5% | 2.6% | 2.6% | 2.6% | 2.6% | 2.1% | 1.8% | 1.7% | 1.6% | 1.4% | 1.1% | |
| ROA | 3.0% | 2.9% | 2.0% | 3.0% | 4.4% | 1.4% | 3.5% | 2.8% | 2.1% | 2.6% | 2.8% | 3.1% | |
| ROE | 21.1% | 21.5% | 16.2% | 23.3% | 30.6% | 11.2% | 24.8% | 19.5% | 13.5% | 16.0% | 17.9% | 20.7% |
Eficiencia 1
| 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 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -2.8% | 13.0% | 8.0% | 8.7% | -0.59% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.9% | 9.9% | 5.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 8.5% | 64.7% | -15.6% | -16.2% | 223.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 14.7% | 5.2% | 31.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 32.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1.5% | 56.3% | -25.8% | -28.5% | 204.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.6% | -6.1% | 17.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -3.9% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $18.99B | $19.53B | $17.29B | $16.00B | $14.72B | $14.81B | $17.17B | $16.38B | $15.30B | $13.87B | $12.48B | $11.80B | |
| Net Income TTM | $3.55B | $3.50B | $2.24B | $3.02B | $4.22B | $1.39B | $3.75B | $2.79B | $1.94B | $2.25B | $2.21B | $2.11B | |
| Market Cap | $28.95B | $25.24B | $15.54B | $14.40B | $24.44B | $20.27B | $22.18B | $16.86B | $29.75B | $29.65B | $25.36B | $24.80B | |
| P/E | 9.0 | 7.6 | 7.4 | 5.3 | 6.3 | 15.3 | 6.5 | 6.3 | 16.0 | 13.4 | 11.5 | 10.7 | |
| P/S | 1.5 | 1.3 | 0.9 | 0.9 | 1.7 | 1.4 | 1.3 | 1.0 | 1.9 | 2.1 | 2.0 | 2.1 | |
| P/B | 1.7 | 1.5 | 1.1 | 1.1 | 1.8 | 1.6 | 1.5 | 1.1 | 2.1 | 2.1 | 2.0 | 2.4 | |
| P / Tangible Book | 2.0 | 1.7 | 1.3 | 1.3 | 2.1 | 1.9 | · | · | · | · | · | · | |
| P / Cash Flow | 2.9 | 2.6 | 1.8 | 2.2 | 3.4 | 2.7 | 2.5 | 1.8 | 3.3 | 4.3 | 4.1 | 4.6 | |
| Dividend Yield | 1.5% | 1.6% | 2.6% | 3.0% | 2.1% | 2.6% | 2.6% | 3.2% | 1.5% | 0.72% | 0.00% | 0.00% | |
| Earnings Yield | 11.1% | 13.2% | 13.6% | 18.7% | 15.8% | 6.5% | 15.4% | 15.9% | 6.3% | 7.5% | 8.7% | 9.3% | |
| Payout Ratio | 12.0% | 11.4% | 18.1% | 14.4% | 11.8% | 37.5% | 15.5% | 19.1% | 23.1% | 9.5% | · | · | |
| Annual Payout | $427M | $398M | $406M | $434M | $500M | $520M | $581M | $534M | $446M | $214M | $0 | $0 |
Estado de resultados 10
| 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 | · | · | · | · | · | · | · | · | · | $1.16B | · | $992M | $901M | $735M | · | $414M | |
| Interest Income | $5.58B | $5.60B | $5.73B | $5.73B | $5.59B | $5.55B | $5.71B | $5.79B | $5.58B | $5.57B | $5.55B | $5.35B | $5.02B | $4.79B | $4.71B | $4.34B | |
| Pretax Income | $1.19B | $1.05B | $952M | $1.43B | $1.26B | $984M | $973M | $1.03B | $844M | $1.71B | $539M | $833M | $742M | $790M | $741M | $922M | |
| Income Tax | $301M | $242M | $201M | $352M | $289M | $227M | $199M | $239M | $201M | $415M | $99M | $205M | $173M | $189M | $164M | $219M | |
| Net Income | $885M | $805M | $751M | $1.08B | $967M | $757M | $774M | $789M | $643M | $1.29B | $440M | $628M | $569M | $601M | $577M | $703M | |
| EPS (Basic) | $2.61 | $2.29 | $2.07 | $2.89 | $2.51 | $1.91 | $1.95 | $1.96 | $1.56 | $3.17 | $1.04 | $1.49 | $1.32 | $1.36 | $1.31 | $1.48 | |
| EPS (Diluted) | $2.59 | $2.27 | $2.03 | $2.86 | $2.50 | $1.89 | $1.92 | $1.94 | $1.55 | $3.14 | $1.04 | $1.48 | $1.32 | $1.35 | $1.31 | $1.47 | |
| Shares (Basic) | 331,300,000 | 342,400,000 | -757,400,000 | 365,900,000 | 376,200,000 | 385,200,000 | -799,800,000 | 392,300,000 | 399,300,000 | 404,700,000 | -851,900,000 | 416,000,000 | 422,700,000 | 434,400,000 | -996,400,000 | 468,500,000 | |
| Shares (Diluted) | 334,100,000 | 346,000,000 | -764,500,000 | 369,900,000 | 379,100,000 | 389,400,000 | -806,700,000 | 396,500,000 | 402,600,000 | 408,200,000 | -856,300,000 | 418,400,000 | 424,200,000 | 437,200,000 | -1,002,100,000 | 470,700,000 | |
| EBITDA | · | $143M | · | · | · | $125M | · | · | · | $119M | · | · | · | $111M | · | · |
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 | $16.19B | $20.56B | $14.97B | $16.25B | $19.46B | $21.63B | $14.71B | $17.93B | $18.63B | $20.02B | $14.26B | $15.64B | $12.71B | $15.30B | $10.29B | $11.96B | |
| PP&E (Net) | $1.22B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.36B | $1.36B | $1.36B | $1.27B | $1.27B | $1.27B | $1.27B | $1.27B | $1.27B | $1.07B | $1.02B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | |
| Intangibles | $152M | $1.22B | $1.25B | $909M | $862M | $847M | $854M | $765M | $776M | $800M | · | $1.17B | $1.23B | $1.30B | · | $1.03B | |
| Total Assets | $121.93B | $121.50B | $119.09B | $116.98B | $120.50B | $122.03B | $119.46B | $119.23B | $120.49B | $121.17B | · | $112.94B | $108.70B | $107.85B | · | $100.77B | |
| Total Liabilities | $105.03B | $105.02B | $102.33B | $99.92B | $103.55B | $105.44B | $102.88B | $103.25B | $104.95B | $105.89B | · | $99.17B | $95.32B | $94.66B | · | $87.75B | |
| Long-term Debt | $16.43B | $16.43B | $15.18B | $14.43B | $16.01B | $17.01B | $15.46B | $15.63B | $15.64B | $16.13B | · | $15.23B | $14.23B | $14.93B | · | $14.32B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $9.88B | $9.84B | $9.90B | $9.87B | $9.84B | $9.80B | $9.85B | $9.82B | $9.79B | $9.77B | · | $9.75B | $9.73B | $9.71B | · | $9.69B | |
| Retained Earnings | $25.97B | $25.21B | $24.60B | $23.98B | $23.04B | $22.21B | $21.64B | $20.98B | $20.31B | $19.79B | · | $18.34B | $17.83B | $17.37B | · | $16.25B | |
| Treasury Stock | $20.59B | $19.74B | $18.91B | $17.96B | $17.10B | $16.60B | $16.07B | $15.99B | $15.71B | $15.43B | · | $14.96B | $14.81B | $14.51B | · | $13.47B | |
| Stockholders' Equity | $16.90B | $16.48B | $16.77B | $17.07B | $16.95B | $16.58B | $16.58B | $15.98B | $15.54B | $15.28B | $13.90B | $13.77B | $13.38B | $13.19B | $12.87B | $13.01B | |
| Liabilities + Equity | $121.93B | $121.50B | $119.09B | $116.98B | $120.50B | $122.03B | $119.46B | $119.23B | $120.49B | $121.17B | · | $112.94B | $108.70B | $107.85B | · | $100.77B | |
| Shares Outstanding | 325,000,000 | 337,000,000 | 347,000,000 | 360,143,330 | 371,942,844 | 380,537,087 | 388,000,000 | 389,224,881 | 395,115,518 | 401,410,596 | · | 413,785,325 | 418,109,398 | 428,447,828 | · | 458,904,206 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $145M | $143M | $139M | $128M | $122M | $125M | $120M | $121M | $121M | $119M | $118M | $116M | $113M | $111M | $101M | $105M | |
| Deferred Tax | $6M | $28M | $13M | $140M | $-23M | $54M | $-18M | $-72M | $-35M | $27M | $-187M | $-120M | $-63M | $-88M | $-236M | $-111M | |
| Other Non-cash | · | $1.21B | · | · | · | $1.26B | · | · | · | $809M | · | · | · | $1.26B | · | · | |
| Operating Cash Flow | $2.42B | $2.18B | $2.45B | $2.64B | $2.56B | $2.20B | $2.35B | $2.76B | $2.48B | $2.25B | $2.32B | $2.48B | $1.91B | $1.89B | $1.85B | $1.63B | |
| Investing Cash Flow | $-5.19B | $1.52B | $-4.64B | $-1.57B | $-2.24B | $3.60B | $-4.96B | $-2.23B | $-2.51B | $798M | $-7.17B | $-2.57B | $-5.19B | $692M | $-6.86B | $-4.14B | |
| Stock Repurchased | $878M | $900M | $962M | $870M | $504M | $605M | $101M | $302M | $305M | $300M | $253M | $152M | $303M | $404M | $701M | $950M | |
| Net Stock Activity | · | $-900M | · | · | · | $-605M | · | · | · | $-300M | · | · | · | $-404M | · | · | |
| Dividends Paid | $100M | $104M | $106M | $110M | $114M | $97M | $97M | $99M | $100M | $102M | $103M | $104M | $99M | $100M | $103M | $109M | |
| Financing Cash Flow | $-596M | $1.88B | $918M | $-4.96B | $-2.82B | $2.12B | $-617M | $-1.23B | $-1.37B | $2.60B | $3.47B | $3.03B | $216M | $2.91B | $2.38B | $4.78B |
Rentabilidad 5
| 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 | 18.6% | 16.9% | · | 22.2% | 20.8% | 16.4% | · | 16.7% | 14.2% | 23.2% | · | 14.1% | 13.6% | 14.6% | · | 17.7% | |
| Pretax Margin | 25.0% | 22.0% | · | 29.5% | 27.1% | 21.3% | · | 21.7% | 18.7% | 30.7% | · | 18.7% | 17.8% | 19.2% | · | 23.2% | |
| EBITDA Margin | · | 3.0% | · | · | · | 2.7% | · | · | · | 2.1% | · | · | · | 2.7% | · | · | |
| ROA | 0.73% | 0.66% | · | 0.91% | 0.80% | 0.62% | · | 0.68% | 0.56% | 1.1% | · | 0.59% | 0.56% | 0.59% | · | 0.73% | |
| ROE | 5.2% | 4.9% | · | 6.5% | 5.9% | 4.8% | · | 5.3% | 4.5% | 9.1% | · | 4.7% | 4.2% | 4.5% | · | 5.2% |
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 | · | 0.0 |
Valoración (TTM) 10
| 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 | $19.00B | $18.87B | · | $18.83B | $18.50B | $19.43B | · | $19.27B | $18.72B | $18.31B | · | $16.72B | $16.27B | $15.98B | · | $15.62B | |
| Net Income TTM | $3.73B | $3.61B | · | $3.59B | $3.16B | $3.48B | · | $3.35B | $3.13B | $3.09B | · | $2.50B | $2.68B | $3.04B | · | $3.58B | |
| Market Cap | $24.72B | $22.92B | · | $25.59B | $24.82B | $20.15B | · | $19.41B | $18.65B | $17.31B | · | $12.65B | $14.18B | $12.46B | · | $12.94B | |
| P/E | 7.4 | 7.1 | · | 7.7 | 8.5 | 6.2 | · | 6.2 | 6.3 | 5.9 | · | 5.4 | 5.9 | 4.7 | · | 4.1 | |
| P/S | 1.3 | 1.2 | · | 1.4 | 1.3 | 1.0 | · | 1.0 | 1.0 | 0.9 | · | 0.8 | 0.9 | 0.8 | · | 0.8 | |
| P/B | 1.5 | 1.4 | · | 1.5 | 1.5 | 1.2 | · | 1.2 | 1.2 | 1.1 | · | 0.9 | 1.1 | 0.9 | · | 1.0 | |
| P / Tangible Book | 1.6 | 1.7 | · | 1.7 | 1.7 | 1.4 | · | 1.4 | 1.4 | 1.3 | · | 1.1 | 1.3 | 1.2 | · | 1.2 | |
| P / Cash Flow | · | 10.5 | · | · | · | 9.2 | · | · | · | 7.7 | · | · | · | 6.6 | · | · | |
| Earnings Yield | 13.4% | 14.0% | · | 12.9% | 11.8% | 16.1% | · | 16.3% | 15.9% | 16.9% | · | 18.4% | 16.9% | 21.3% | · | 24.3% | |
| Payout Ratio | · | 12.9% | · | · | · | 12.8% | · | · | · | 7.9% | · | · | · | 16.6% | · | · |
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 | $3.55B | $3.50B | $2.24B | $3.02B | $4.22B |
| EPS Diluido | $9.28 | $8.55 | $5.19 | $6.15 | $7.34 |
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Propietarios institucionales (13F) 1 097 declarantes · $16.5B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 128 (-11 vs trimestre anterior) | 68 (-58 vs trimestre anterior) | 385 (+41 vs trimestre anterior) | 344 (-17 vs trimestre anterior) | +44.9M |
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 CAPITAL MANAGEMENT LLC | $1 674 158 996 | 22 013 925 | 10,15% | Acciones |
| Capital World Investors | $1 438 778 847 | 18 918 854 | 8,72% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 375 745 869 | 18 090 018 | 8,34% | Acciones |
| STATE STREET CORP | $1 348 609 708 | 17 733 198 | 8,17% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $675 758 654 | 8 751 699 | 4,10% | Acciones |
| FIRST TRUST ADVISORS LP | $585 451 280 | 7 698 248 | 3,55% | Acciones |
| PAR CAPITAL MANAGEMENT INC | $578 903 019 | 7 612 137 | 3,51% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $388 256 104 | 5 105 273 | 2,35% | Acciones |
| ASSETMARK, INC | $334 830 580 | 4 402 769 | 2,03% | Acciones |
| AMERIPRISE FINANCIAL INC | $321 961 624 | 4 233 539 | 1,95% | Acciones |
| NORGES BANK | $305 660 844 | 4 019 209 | 1,85% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $230 793 194 | 3 034 756 | 1,40% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $226 589 594 | 2 924 114 | 1,37% | Acciones |
| BARCLAYS PLC | $221 609 700 | 2 914 000 | 1,34% | Acciones |
| Robeco Institutional Asset Management B.V. | $215 215 797 | 2 829 925 | 1,30% | Acciones |
| GOLDMAN SACHS GROUP INC | $204 464 406 | 2 688 552 | 1,24% | Acciones |
| AustralianSuper Pty Ltd | $191 109 467 | 2 512 945 | 1,16% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $145 581 831 | 1 914 291 | 0,88% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $143 627 726 | 1 888 596 | 0,87% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $139 383 071 | 1 832 782 | 0,84% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $129 399 419 | 1 701 503 | 0,78% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $116 320 756 | 1 529 530 | 0,70% | Acciones |
| Caisse de depot et placement du Quebec | $114 215 845 | 1 501 852 | 0,69% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $110 705 301 | 1 455 691 | 0,67% | Acciones |
| Qube Research & Technologies Ltd | $109 883 352 | 1 444 883 | 0,67% | Acciones |
| Squarepoint Ops LLC | $98 010 882 | 1 288 769 | 0,59% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $93 881 750 | 1 234 474 | 0,57% | Acciones |
| Quantinno Capital Management LP | $88 458 009 | 1 163 155 | 0,54% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $85 863 340 | 1 129 038 | 0,52% | Acciones |
| National Pension Service | $83 253 228 | 1 094 717 | 0,50% | Acciones |
| BlackRock, Inc. | $83 246 764 | 1 094 632 | 0,50% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $82 946 594 | 1 090 685 | 0,50% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $82 048 748 | 1 078 879 | 0,50% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $79 642 526 | 1 047 239 | 0,48% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $77 516 045 | 1 019 277 | 0,47% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $75 661 993 | 994 898 | 0,46% | Acciones |
| Swiss National Bank | $74 555 085 | 980 343 | 0,45% | Acciones |
| Vest Financial, LLC | $71 771 732 | 943 744 | 0,43% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $70 844 110 | 931 546 | 0,43% | Acciones |
| Legal & General Group Plc | $68 228 485 | 897 153 | 0,41% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $65 932 156 | 866 958 | 0,40% | Acciones |
| Vanguard Global Advisers, LLC | $65 262 231 | 858 149 | 0,40% | Acciones |
| California Public Employees Retirement System | $63 848 918 | 839 565 | 0,39% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $62 421 612 | 820 797 | 0,38% | Acciones |
| Assenagon Asset Management S.A. | $62 178 936 | 817 606 | 0,38% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $60 558 919 | 796 304 | 0,37% | Acciones |
| MACKENZIE FINANCIAL CORP | $55 960 860 | 735 843 | 0,34% | Acciones |
| Nuveen Asset Management, LLC | $53 881 230 | 828 942 | 0,33% | Acciones |
| CITADEL ADVISORS LLC | $53 736 930 | 706 600 | 0,33% | Opción de compra |
| Hosking Partners LLP | $53 411 816 | 702 325 | 0,32% | Acciones |
| SEI INVESTMENTS CO | $51 297 920 | 674 529 | 0,31% | Acciones |
| RHUMBLINE ADVISERS | $49 598 264 | 652 181 | 0,30% | Acciones |
| BANK OF AMERICA CORP /DE/ | $49 553 876 | 651 596 | 0,30% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $48 220 037 | 577 970 | 0,29% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $45 734 036 | 601 368 | 0,28% | Acciones |
| Brandywine Global Investment Management, LLC | $43 693 542 | 523 715 | 0,26% | Acciones |
| FRANKLIN RESOURCES INC | $43 300 436 | 569 368 | 0,26% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $41 969 564 | 617 018 | 0,25% | Acciones |
| Aware Super Pty Ltd as trustee of Aware Super | $41 619 351 | 547 263 | 0,25% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $41 536 000 | 546 167 | 0,25% | Acciones |
| Eurizon Capital SGR S.p.A. | $41 455 277 | 544 741 | 0,25% | Acciones |
| Solel Partners LP | $39 918 645 | 524 900 | 0,24% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $39 389 869 | 517 947 | 0,24% | Acciones |
| Candriam S.C.A. | $38 572 677 | 507 690 | 0,23% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $38 568 000 | 507 136 | 0,23% | Acciones |
| Vinva Investment Management Ltd | $37 180 139 | 474 418 | 0,23% | Acciones |
| PRUDENTIAL FINANCIAL INC | $36 760 212 | 483 369 | 0,22% | Acciones |
| Azora Capital LP | $36 615 717 | 481 469 | 0,22% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $36 027 395 | 473 733 | 0,22% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $35 772 247 | 470 378 | 0,22% | Acciones |
| JANE STREET GROUP, LLC | $35 683 268 | 469 208 | 0,22% | Acciones |
| GATEWAY INVESTMENT ADVISERS LLC | $34 894 934 | 458 842 | 0,21% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $32 645 791 | 479 944 | 0,20% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $32 265 763 | 474 357 | 0,20% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $31 043 002 | 408 192 | 0,19% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $30 897 898 | 406 284 | 0,19% | Acciones |
| Artemis Investment Management LLP | $30 666 098 | 403 236 | 0,19% | Acciones |
| Pictet Asset Management Holding SA | $30 513 987 | 401 194 | 0,18% | Acciones |
| Khrom Capital Management LLC | $30 041 499 | 395 023 | 0,18% | Acciones |
| Arbejdsmarkedets Tillaegspension | $29 499 795 | 387 900 | 0,18% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $28 609 787 | 376 197 | 0,17% | Acciones |
| Ensign Peak Advisors, Inc | $27 342 865 | 359 538 | 0,17% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $27 181 791 | 357 420 | 0,16% | Acciones |
| Alberta Investment Management Corp | $27 005 355 | 355 100 | 0,16% | Acciones |
| Illinois Municipal Retirement Fund | $25 522 988 | 335 608 | 0,15% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $25 106 557 | 330 132 | 0,15% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $25 090 948 | 329 927 | 0,15% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $24 675 139 | 362 763 | 0,15% | Acciones |
| Mediolanum International Funds Ltd | $24 649 168 | 314 523 | 0,15% | Acciones |
| TODD ASSET MANAGEMENT LLC | $24 637 919 | 323 970 | 0,15% | Acciones |
| AVIVA PLC | $24 597 308 | 323 436 | 0,15% | Acciones |
| PARUS FINANCE (UK) Ltd | $24 308 546 | 319 639 | 0,15% | Acciones |
| DEUTSCHE BANK AG\ | $23 673 300 | 311 286 | 0,14% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $23 304 154 | 306 432 | 0,14% | Acciones |
| Korea Investment CORP | $22 872 494 | 300 756 | 0,14% | Acciones |
| Tredje AP-fonden | $22 573 085 | 296 819 | 0,14% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $22 057 342 | 290 045 | 0,13% | Acciones |
| MACQUARIE GROUP LTD | $21 200 915 | 278 776 | 0,13% | Acciones |
| TWO SIGMA ADVISERS, LP | $20 190 060 | 242 000 | 0,12% | Acciones |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $20 060 925 | 263 786 | 0,12% | Acciones |
Informantes de la empresa 27 insiders · 11 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Brian D Doubles | President and CEO | 28 de julio de 2026 F | 827 886 | 0 | 0 | $0 |
| David Fasoli | Executive Vice President and Chief Executive Officer-CareCredit | 17 de septiembre de 2015 F | 68 848 | 0 | 0 | $0 |
| Glenn P Marino | Executive Vice President and Chief Executive Officer-Payment Solutions and Chief Commercial Officer | 17 de septiembre de 2015 F | 117 761 | 0 | 0 | $0 |
| Thomas M Quindlen | Executive Vice President and Chief Executive Officer-Retail Card | 17 de septiembre de 2015 F | 150 888 | 0 | 0 | $0 |
| Margaret M Keane | President and CEO | 17 de septiembre de 2015 F | 305 268 | 0 | 0 | $0 |
| Courtney Gentleman | Directivo | 3 de agosto de 2026 S | 18 620 | 0 | 1 | $-55 322 |
| Darrell Owens | Directivo | 3 de agosto de 2026 S | 16 410 | 0 | 1 | $-46 805 |
| Amy Tiliakos | Directivo | 31 de julio de 2026 F | 19 900 | 0 | 0 | $0 |
| David P Melito | Senior Vice President, Chief Accounting Officer and Controller | 17 de septiembre de 2015 F | 38 259 | 0 | 0 | $0 |
| Jonathan S Mothner | Executive Vice President, General Counsel and Secretary | 17 de septiembre de 2015 F | 94 992 | 0 | 0 | $0 |
| Henry F Greig | Executive Vice President, Chief Risk Officer | 17 de septiembre de 2015 F | 127 276 | 0 | 0 | $0 |
| Arthur W Coviello JR | Consejero | 3 de agosto de 2026 S | 26 144 | 0 | 4 | $-1 495 600 |
| Kamila K Chytil | Consejero | 30 de junio de 2026 A | 17 918 | 0 | 0 | $0 |
| Laurel Richie | Consejero | 30 de junio de 2026 A | 51 691 | 0 | 0 | $0 |
| Daniel O Colao | Consejero | 30 de junio de 2026 A | 5 672 | 0 | 0 | $0 |
| P.W. Parker | Consejero | 30 de junio de 2026 A | 34 475 | 0 | 0 | $0 |
| Ellen M Zane | Consejero | 30 de junio de 2026 A | 32 229 | 0 | 0 | $0 |
| Paget Leonard Alves | Consejero | 30 de junio de 2026 A | 52 383 | 0 | 0 | $0 |
| Fernando Aguirre | Consejero | 30 de junio de 2026 A | 30 262 | 0 | 0 | $0 |
| Deborah G Ellinger | Consejero | 30 de junio de 2026 A | 2 342 | 0 | 0 | $0 |
| Jeffrey G Naylor | Consejero | 30 de junio de 2026 A | 65 417 | 0 | 0 | $0 |
| Roy A Guthrie | Consejero | 30 de junio de 2026 A | 40 704 | 0 | 0 | $0 |
| Anne Kennelly Kratky | Consejero | 17 de noviembre de 2015 P | 1 639 | 0 | 0 | $0 |
| William H Cary | Consejero | 30 de septiembre de 2015 A | 2 320 | 0 | 0 | $0 |
| Richard C Hartnack | Consejero | 30 de septiembre de 2015 A | 6 668 | 0 | 0 | $0 |
| Alexander Dimitrief | Consejero | 31 de julio de 2014 P | 10 000 | 0 | 0 | $0 |
| Alberto Casellas | — | 13 de agosto de 2026 M | 50 512 | 0 | 1 | $-436 480 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 213 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 |
|---|---|---|---|---|
| ZIG · ETF Series Solutions | 3,71% | 15 931 NS | 30 de abril de 2026 | N-PORT |
| VLLU · Harbor ETF Trust | 2,95% | 1 682 NS | 30 de abril de 2026 | N-PORT |
| WLTG · ETF Opportunities Trust | 2,29% | 22 854 NS | 30 de abril de 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 2,15% | 650 638 | 8 de agosto de 2026 | Diario |
| FDIV · EA Series Trust | 1,97% | 18 754 NS | 30 de abril de 2026 | N-PORT |
| BMVP · Invesco Exchange-Traded Fund Trust | 1,77% | 23 578 SH | 8 de agosto de 2026 | Diario |
| LYLD · Cambria ETF Trust | 1,71% | 1 348 NS | 30 de abril de 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 1,45% | 24 098 SH | 8 de agosto de 2026 | Diario |
| OASC · Unified Series Trust | 1,45% | 17 022 NS | 31 de mayo de 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1,42% | 574 163 NS | 30 de abril de 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,35% | 52 624 SH | 8 de agosto de 2026 | Diario |
| SRHQ · Elevation Series Trust | 1,34% | 33 967 NS | 30 de abril de 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 1,31% | 74 191 NS | 30 de abril de 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 1,20% | 109 716 NS | 30 de abril de 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,19% | 349 422 SH | 8 de agosto de 2026 | Diario |
| PGX · Invesco Exchange-Traded Fund Trust … | 1,06% | 1 813 896 | 8 de agosto de 2026 | Diario |
| SYLD · Cambria ETF Trust | 1,05% | 132 749 NS | 30 de abril de 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 1,05% | 16 506 SH | 8 de agosto de 2026 | Diario |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,98% | 166 403 NS | 30 de abril de 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,95% | 10 314 NS | 30 de abril de 2026 | N-PORT |
| ROE · EA Series Trust | 0,88% | 32 005 NS | 29 de mayo de 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0,85% | 31 523 NS | 30 de abril de 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0,84% | 100 653 SH | 8 de agosto de 2026 | Diario |
| JOET · Virtus ETF Trust II | 0,79% | 24 369 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,72% | 62 839 NS | 31 de mayo de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,70% | 157 079 SH | 8 de agosto de 2026 | Diario |
| SDVD · First Trust Exchange-Traded Fund IV | 0,63% | 69 499 NS | 30 de abril de 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,61% | 6 272 NS | 30 de abril de 2026 | N-PORT |
| FVAL · FIDELITY COVINGTON TRUST | 0,55% | 87 596 NS | 30 de abril de 2026 | N-PORT |
| QDF · FlexShares Trust | 0,54% | 150 480 NS | 30 de abril de 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,52% | 18 552 NS | 30 de abril de 2026 | N-PORT |
| PFF · iShares Trust | 0,51% | 3 112 153 SH | 8 de agosto de 2026 | Diario |
| QLC · FlexShares Trust | 0,51% | 60 480 NS | 30 de abril de 2026 | N-PORT |
| BRNY · EA Series Trust | 0,49% | 35 204 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,48% | 8 777 NS | 30 de abril de 2026 | N-PORT |
| FLAG · Global X Funds | 0,48% | 103 NS | 30 de abril de 2026 | N-PORT |
| LGDX · Tidal Trust III | 0,47% | 8 570 NS | 30 de abril de 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,47% | 37 039 NS | 30 de abril de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,47% | 838 524 NS | 31 de mayo de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,46% | 90 303 NS | 30 de abril de 2026 | N-PORT |
| KRMA · Global X Funds | 0,46% | 7 712 NS | 31 de mayo de 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0,45% | 45 399 NS | 30 de abril de 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0,44% | 2 164 471 SH | 8 de agosto de 2026 | Diario |
| GLOF · iShares Trust | 0,42% | 11 818 SH | 8 de agosto de 2026 | Diario |
| AFLG · First Trust Exchange-Traded Fund VI… | 0,42% | 37 809 NS | 31 de mayo de 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0,41% | 35 043 NS | 31 de mayo de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,38% | 23 984 SH | 8 de agosto de 2026 | Diario |
| IMCV · iShares Trust | 0,37% | 53 907 SH | 8 de agosto de 2026 | Diario |
| IYG · iShares Trust | 0,36% | 101 020 SH | 8 de agosto de 2026 | Diario |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,36% | 5 560 278 | 8 de agosto de 2026 | Diario |