TFSL TFS Financial Corporation - Common Stock
$17,53
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$13–$19
72% of range
Calificación del Analista
HOLD
7 analysts
Precio Objetivo
$19
+8% upside
P/E (TTM)
54.8
ROE
4.8%
Margen de Beneficio Neto
28.3%
TFSL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$17.53
Capitalización Bursátil
$4.92B
P/E (TTM)
54.8
BPA (TTM)
$0.32
Ingresos (TTM)
—
Rendimiento div.
1.2%
ROE
4.8%
Deuda/Capital
—
Rango 52S
$13 – $19
TFSL Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
—
BPA
$0.32
2016-09-30
→
2025-09-30
Flujo de caja libre
$71M
2016-09-30
→
2025-09-30
Márgenes
28.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
TFSL
Mediana de Pares
P/E (TTM)
54.8
13.4
P/B (P/C)
2.6
1.1
Price / FCF (Precio / FCF)
69.3
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
TFSL
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
28.3%
27.7%
ROA
0.53%
0.98%
ROE
4.8%
8.2%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
TFSL
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
TFSL
Mediana de Pares
Revenue YoY (Ingresos interanuales)
6.0%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
1.7%
—
EPS YoY (EPS interanual)
14.3%
—
Net Income YoY (Beneficio Neto interanual)
14.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
TFSL
Mediana de Pares
Payout Ratio (Ratio de Pago)
65.5%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
1.2%
Ratio de Pago
65.5%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 10 de junio de 2026 | $0,2830 |
| 11 de marzo de 2026 | $0,2830 |
| 2 de diciembre de 2025 | $0,2830 |
| 10 de septiembre de 2025 | $0,2830 |
| 10 de junio de 2025 | $0,2830 |
| 6 de marzo de 2025 | $0,2830 |
| 3 de diciembre de 2024 | $0,2830 |
| 10 de septiembre de 2024 | $0,2830 |
| 11 de junio de 2024 | $0,2830 |
| 6 de marzo de 2024 | $0,2830 |
| 28 de noviembre de 2023 | $0,2830 |
| 11 de septiembre de 2023 | $0,2830 |
| 26 de mayo de 2023 | $0,2830 |
| 6 de marzo de 2023 | $0,2830 |
| 28 de noviembre de 2022 | $0,2830 |
| 2 de septiembre de 2022 | $0,2830 |
| 6 de junio de 2022 | $0,2830 |
| 7 de marzo de 2022 | $0,2830 |
| 29 de noviembre de 2021 | $0,2830 |
| 3 de septiembre de 2021 | $0,2830 |
TFSL Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
7 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 4 57,1%
- Venta 1 14,3%
- Venta fuerte 2 28,6%
Precio objetivo a 12 meses
2 analistas · 2026-08-16
Mediana
$19.00
← Por Debajo de Todos los Objetivos
$17.53
Mín
$18.00
Máx
$20.00
Objetivo mediano
$19.00
+8,4%
Objetivo medio
$19.00
+8,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.00%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.11 | $0.08 | 0.03% |
| 31 de marzo de 2026 | $0.08 | $0.08 | -0.00% |
| 31 de diciembre de 2025 | $0.08 | $0.08 | -0.00% |
| 30 de septiembre de 2025 | $0.09 | $0.08 | 0.01% |
| 30 de junio de 2025 | $0.08 | $0.08 | -0.00% |
| 31 de marzo de 2025 | $0.07 | $0.07 | -0.00% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| TFSL | $3.70B | 41.2 | 6.0% | 28.3% | 4.8% | — |
| OZK | — | — | — | — | — | — |
| FLG | $5.24B | -25.2 | — | -8.6% | -2.2% | — |
| AX | $4.30B | 10.2 | 1.8% | 658.0% | 16.6% | — |
| EBC | $4.34B | 42.9 | 19.1% | 65.8% | 2.2% | — |
| FFIN | $4.28B | 16.9 | 14.7% | 40.2% | 13.9% | — |
| SFBS | $3.92B | 14.2 | 16.8% | 49.2% | 16.0% | — |
| FULT | — | — | — | — | — | — |
| IBOC | — | 10.0 | 1.0% | 49.0% | 13.1% | — |
| UCB | $3.77B | 11.9 | 11.7% | 30.9% | 9.0% | — |
| TCBI | $4.69B | 13.3 | 34.7% | 26.3% | 9.2% | — |
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 | · | · | $328M | $142M | $158M | $213M | $217M | $162M | $130M | $118M | $113M | $103M | |
| Interest Income | $763M | $734M | $612M | $409M | $389M | $455M | $482M | $443M | $409M | $388M | $383M | $375M | |
| Pretax Income | $115M | $100M | $93M | $92M | $100M | $100M | $102M | $121M | $133M | $122M | $109M | $99M | |
| Income Tax | $24M | $21M | $18M | $17M | $19M | $17M | $22M | $36M | $44M | $42M | $37M | $33M | |
| Net Income | $91M | $80M | $75M | $75M | $81M | $83M | $80M | $85M | $89M | $81M | $73M | $66M | |
| EPS (Basic) | $0.32 | $0.28 | $0.27 | $0.26 | $0.29 | $0.30 | $0.29 | $0.31 | $0.32 | $0.28 | $0.25 | $0.22 | |
| EPS (Diluted) | $0.32 | $0.28 | $0.26 | $0.26 | $0.29 | $0.29 | $0.28 | $0.30 | $0.32 | $0.28 | $0.25 | $0.22 | |
| Shares (Basic) | 278,715,769 | 278,178,496 | 277,436,382 | 277,370,762 | 276,694,594 | 275,859,660 | 275,395,529 | 275,590,053 | 277,213,258 | 281,566,648 | 289,935,861 | 298,974,062 | |
| Shares (Diluted) | 279,758,525 | 279,143,524 | 278,583,454 | 278,686,365 | 278,576,254 | 277,803,058 | 277,374,426 | 277,298,425 | 279,268,768 | 283,785,713 | 292,210,417 | 300,556,767 | |
| EBITDA | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $5M | $5M |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $429M | $464M | $467M | $370M | $488M | $498M | $275M | $270M | $268M | $231M | $155M | $181M | |
| PP&E (Net) | $40M | $33M | $35M | $35M | $37M | $42M | $62M | $63M | $61M | $61M | $57M | $56M | |
| PP&E (Gross) | $156M | $147M | $144M | $141M | $139M | $139M | $162M | $159M | $154M | $149M | $142M | $143M | |
| Accum. Depreciation | $116M | $113M | $109M | $106M | $102M | $97M | $101M | $96M | $93M | $88M | $85M | $87M | |
| Total Assets | $17.46B | $17.09B | $16.92B | $15.79B | $14.06B | $14.64B | $14.54B | $14.14B | $13.69B | $12.91B | $12.37B | $11.80B | |
| Total Liabilities | $15.56B | $15.23B | $14.99B | $13.95B | $12.33B | $12.97B | $12.85B | $12.38B | $12.00B | $11.25B | $10.64B | $9.96B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Paid-in Capital | $1.76B | $1.75B | $1.76B | $1.75B | $1.75B | $1.74B | $1.73B | $1.73B | $1.72B | $1.72B | $1.71B | $1.70B | |
| Retained Earnings | $947M | $915M | $887M | $870M | $854M | $866M | $838M | $808M | $760M | $699M | $642M | $590M | |
| Treasury Stock | $774M | $772M | $776M | $772M | $768M | $768M | $765M | $754M | $736M | $682M | $549M | $379M | |
| AOCI | $-21M | $-16M | $85M | $23M | $-68M | $-132M | $-69M | $23M | $-7M | $-20M | $-13M | $-11M | |
| Stockholders' Equity | $1.89B | $1.86B | $1.93B | $1.84B | $1.73B | $1.67B | $1.70B | $1.76B | $1.69B | $1.66B | $1.73B | $1.84B | |
| Liabilities + Equity | $17.46B | $17.09B | $16.92B | $15.79B | $14.06B | $14.64B | $14.54B | $14.14B | $13.69B | $12.91B | $12.37B | $11.80B | |
| Shares Outstanding | 280,590,497 | 280,710,854 | 280,359,173 | 280,582,741 | 280,761,299 | 280,150,006 | 279,962,777 | 280,311,070 | 281,291,750 | 284,219,019 | 290,882,379 | 301,654,581 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $5M | $5M | |
| Stock-based Comp | $10M | $10M | $10M | $11M | $14M | $12M | $12M | $11M | $11M | $13M | $14M | $12M | |
| Deferred Tax | $1M | $3M | $4M | $-27M | $-14M | $22M | $22M | $4M | $4M | $11M | $9M | $10M | |
| Other Non-cash | $-24M | $-8M | $-3M | $-25M | $-3M | $-873.0K | $-17M | $41M | $-617.0K | $-26M | $2M | $11M | |
| Operating Cash Flow | $82M | $89M | $91M | $39M | $83M | $122M | $103M | $92M | $101M | $85M | $102M | $104M | |
| CapEx | $11M | $3M | $5M | $3M | $1M | $3M | $4M | $8M | $4M | $9M | $6M | $3M | |
| Investing Cash Flow | $-384M | $-125M | $-1.01B | $-1.88B | $547M | $148M | $-342M | $-475M | $-755M | $-454M | $-600M | $-669M | |
| Debt Issued | $225M | $725M | $350M | $600M | $100M | $250M | $275M | $15M | $0 | $40M | $600M | $450M | |
| Net Debt Issued | $-202M | $298M | $272M | $596M | $95M | $-100M | $-146M | $-267M | $-208M | $-146M | $585M | $399M | |
| Stock Repurchased | $4M | $2M | $6M | $6M | $6M | $2M | $9M | $20M | $54M | $128M | $173M | $101M | |
| Net Stock Activity | $-4M | $-2M | $-6M | $-6M | $0 | $-413.0K | $-9M | $-20M | $-54M | $-128M | $-173M | $-101M | |
| Dividends Paid | $60M | $59M | $58M | $58M | $57M | $55M | $50M | $38M | $28M | $23M | $19M | $5M | |
| Financing Cash Flow | $267M | $33M | $1.02B | $1.72B | $-640M | $-46M | $244M | $384M | $691M | $445M | $472M | $461M | |
| Net Change in Cash | · | · | · | · | · | · | $5M | $2M | $37M | $76M | $-26M | $-105M | |
| Free Cash Flow | $71M | $86M | $86M | $36M | $82M | $119M | $99M | $139M | $105M | $76M | $97M | $101M | |
| Levered FCF | · | · | $-179M | $-79M | $-46M | $-58M | $-71M | $24M | $18M | $-2M | $21M | $32M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.3% | 26.2% | 24.7% | 25.6% | 28.2% | 28.2% | 28.1% | 28.2% | 29.8% | 27.3% | 24.7% | 22.5% | |
| Pretax Margin | 35.7% | 33.1% | 30.6% | 31.6% | 34.9% | 33.9% | 35.8% | 40.1% | 44.6% | 41.4% | 37.2% | 33.7% | |
| EBITDA Margin | 1.4% | 1.5% | 1.6% | 1.8% | 1.9% | 1.8% | 2.1% | 1.9% | 1.9% | 1.9% | 1.6% | 1.6% | |
| ROA | 0.53% | 0.47% | 0.46% | 0.50% | 0.56% | 0.57% | 0.56% | 0.61% | 0.67% | 0.64% | 0.60% | 0.57% | |
| ROE | 4.8% | 4.2% | 4.0% | 4.1% | 4.7% | 5.0% | 4.7% | 4.9% | 5.3% | 4.8% | 4.2% | 3.6% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.0% | -0.60% | 4.7% | 1.5% | -2.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.4% | 1.8% | 1.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.3% | 7.7% | 0.00% | -10.3% | 0.00% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 7.2% | -1.2% | -3.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 2.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 14.3% | 5.8% | 0.92% | -8.0% | -2.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 6.9% | -0.59% | -3.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $91M | $80M | $75M | $75M | $81M | $83M | $80M | $85M | $89M | $81M | $73M | $66M | |
| Market Cap | $3.70B | $3.61B | $3.31B | $3.65B | $5.35B | $4.12B | $5.04B | $4.21B | $4.54B | $5.06B | $5.02B | $4.32B | |
| P/E | 41.2 | 45.9 | 45.5 | 50.0 | 65.7 | 50.7 | 64.4 | 50.0 | 50.4 | 63.6 | 69.0 | 65.1 | |
| P/B | 2.0 | 1.9 | 1.7 | 2.0 | 3.1 | 2.5 | 3.0 | 2.4 | 2.7 | 3.0 | 2.9 | 2.3 | |
| P / Tangible Book | 2.0 | 1.9 | 1.7 | 2.0 | 3.1 | 2.5 | · | · | · | · | · | · | |
| P / Cash Flow | 44.9 | 40.7 | 36.5 | 93.7 | 64.4 | 33.8 | 49.0 | 28.6 | 41.7 | 59.6 | 49.1 | 41.7 | |
| P / FCF | 52.1 | 42.2 | 38.7 | 100.7 | 65.4 | 34.7 | 50.8 | 30.4 | 43.4 | 66.8 | 52.0 | 42.9 | |
| Dividend Yield | 1.6% | 1.6% | 1.8% | 1.6% | 1.1% | 1.4% | 1.0% | 0.89% | 0.61% | 0.46% | 0.39% | 0.11% | |
| Earnings Yield | 2.4% | 2.2% | 2.2% | 2.0% | 1.5% | 2.0% | 1.6% | 2.0% | 2.0% | 1.6% | 1.5% | 1.5% | |
| Payout Ratio | 65.5% | 74.1% | 77.5% | 78.2% | 69.9% | 66.6% | 62.9% | 44.1% | 31.2% | 29.1% | 26.9% | 7.4% | |
| Annual Payout | $60M | $59M | $58M | $58M | $57M | $55M | $50M | $38M | $28M | $23M | $19M | $5M |
Estado de resultados 10
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $116M | $112M | $108M | · | $88M | $78M | $64M | · | |
| Interest Income | $202M | $195M | $198M | $199M | $191M | $186M | $187M | $189M | $185M | $183M | $177M | $169M | $157M | $148M | $139M | $121M | |
| Pretax Income | $39M | $30M | $28M | $32M | $27M | $27M | $28M | $23M | $25M | $26M | $26M | $23M | $22M | $20M | $28M | $31M | |
| Income Tax | $8M | $7M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $6M | $6M | |
| Net Income | $31M | $23M | $22M | $26M | $22M | $21M | $22M | $18M | $20M | $21M | $21M | $20M | $18M | $16M | $22M | $25M | |
| EPS (Basic) | $0.11 | $0.08 | $0.08 | $0.09 | $0.08 | $0.07 | $0.08 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.06 | $0.06 | $0.08 | $0.08 | |
| EPS (Diluted) | $0.11 | $0.08 | $0.08 | $0.09 | $0.08 | $0.07 | $0.08 | $0.07 | $0.07 | $0.07 | $0.07 | $0.06 | $0.06 | $0.06 | $0.08 | $0.08 | |
| Shares (Basic) | 278,850,699 | 278,858,428 | 278,754,792 | -557,384,604 | 278,832,875 | 278,729,388 | 278,538,110 | -556,137,447 | 278,291,376 | 278,183,041 | 277,841,526 | -554,718,127 | 277,472,312 | 277,361,293 | 277,320,904 | -554,731,291 | |
| Shares (Diluted) | 280,176,516 | 279,934,262 | 279,908,875 | -559,412,783 | 279,873,274 | 279,719,382 | 279,578,652 | -558,126,571 | 279,221,360 | 279,046,837 | 279,001,898 | -556,969,438 | 278,590,810 | 278,499,145 | 278,462,937 | -557,592,306 | |
| EBITDA | · | · | $6M | · | · | · | $5M | · | · | · | · | · | · | · | $4M | · |
Balance general 14
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $569M | $437M | $457M | $429M | $453M | $464M | $466M | $464M | $560M | $594M | $552M | · | $436M | $421M | $444M | · | |
| PP&E (Net) | $46M | $43M | $40M | $40M | $39M | $38M | $33M | $33M | $34M | $34M | $34M | · | $35M | $35M | $35M | · | |
| PP&E (Gross) | · | · | · | $156M | · | · | · | $147M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $116M | · | · | · | $113M | · | · | · | · | · | · | · | · | |
| Total Assets | $18.08B | $17.48B | $17.50B | $17.46B | $17.38B | $17.11B | $17.06B | $17.09B | $17.03B | $17.02B | $17.05B | · | $16.59B | $16.26B | $16.13B | · | |
| Total Liabilities | $16.12B | $15.56B | $15.60B | $15.56B | $15.49B | $15.22B | $15.14B | $15.23B | $15.12B | $15.11B | $15.19B | · | $14.71B | $14.43B | $14.28B | · | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | |
| Paid-in Capital | $1.76B | $1.76B | $1.76B | $1.76B | $1.76B | $1.76B | $1.75B | $1.75B | $1.75B | $1.75B | $1.75B | · | $1.75B | $1.75B | $1.75B | · | |
| Retained Earnings | $978M | $962M | $954M | $947M | $936M | $929M | $923M | $915M | $912M | $907M | $901M | · | $882M | $879M | $878M | · | |
| Treasury Stock | $779M | $776M | $774M | $774M | $772M | $771M | $772M | $772M | $772M | $772M | $772M | · | $776M | $776M | $775M | · | |
| AOCI | $9M | $-9M | $-21M | $-21M | $-16M | $792.0K | $27M | $-16M | $43M | $42M | $10M | · | $51M | $5M | $23M | · | |
| Stockholders' Equity | $1.96B | $1.92B | $1.90B | $1.89B | $1.89B | $1.90B | $1.91B | $1.86B | $1.92B | $1.91B | $1.87B | $1.93B | $1.89B | $1.83B | $1.85B | $1.84B | |
| Liabilities + Equity | $18.08B | $17.48B | $17.50B | $17.46B | $17.38B | $17.11B | $17.06B | $17.09B | $17.03B | $17.02B | $17.05B | · | $16.59B | $16.26B | $16.13B | · | |
| Shares Outstanding | 280,440,995 | 280,476,186 | 280,624,799 | 280,590,497 | 280,779,576 | 280,836,948 | 280,799,401 | 280,710,854 | 280,710,854 | 280,710,854 | 280,710,854 | · | 280,329,098 | 280,329,098 | 280,373,614 | · |
Flujo de Efectivo 15
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $6M | $6M | $-12M | $6M | $6M | $5M | $-9M | $5M | $5M | $5M | $-8M | $5M | $5M | $4M | $-15M | |
| Stock-based Comp | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $3M | $3M | $3M | |
| Deferred Tax | $37.0K | $12.0K | $-103.0K | $1M | $8.0K | $30.0K | $-10.0K | $3M | $-82.0K | $-93.0K | $-25.0K | $4M | $-19.0K | $-110.0K | $-45.0K | $-26M | |
| Other Non-cash | · | · | $28M | · | · | · | $15M | · | · | · | · | · | · | · | $50M | · | |
| Operating Cash Flow | $33M | $18M | $59M | $-11M | $27M | $21M | $46M | $-59M | $97M | $14M | $36M | $14M | $34M | $-36M | $79M | $-12M | |
| CapEx | $3M | $4M | $2M | $2M | $2M | $7M | $637.0K | $715.0K | $834.0K | $812.0K | $703.0K | $1M | $2M | $500.0K | $2M | $1M | |
| Investing Cash Flow | $-503M | $-8M | $14M | $-74M | $-264M | $-44M | $-3M | $-112M | $-43M | $72M | $-42M | $-285M | $-377M | $-98M | $-249M | $-395M | |
| Debt Issued | $0 | $0 | $50M | $125M | $100M | $0 | $0 | $150M | $0 | $0 | $575M | $0 | $0 | $0 | $350M | $200M | |
| Net Debt Issued | · | · | $-51M | · | · | · | $-176M | · | · | · | · | · | · | · | $349M | · | |
| Stock Repurchased | $1M | $2M | $3M | $2M | $744.0K | $0 | $767.0K | $1.0K | $6.0K | $0 | $2M | $342.0K | $4.0K | $713.0K | $5M | $248.0K | |
| Net Stock Activity | · | · | $-3M | · | · | · | $-767.0K | · | · | · | · | · | · | · | $-5M | · | |
| Dividends Paid | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $14M | |
| Financing Cash Flow | $603M | $-29M | $-45M | $62M | $226M | $20M | $-41M | $74M | $-88M | $-44M | $91M | $301M | $358M | $111M | $244M | $389M | |
| Free Cash Flow | · | · | $57M | · | · | · | $45M | · | · | · | · | · | · | · | $77M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $26M | · |
Rentabilidad 5
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 34.2% | 27.3% | 26.6% | · | 26.2% | 26.6% | 30.0% | · | 26.4% | 26.9% | · | · | 23.6% | 21.3% | 27.6% | · | |
| Pretax Margin | 43.3% | 35.0% | 34.0% | · | 33.4% | 33.5% | 37.9% | · | 33.4% | 33.6% | · | · | 29.1% | 26.8% | 35.0% | · | |
| EBITDA Margin | · | · | 7.5% | · | · | · | 7.1% | · | · | · | · | · | · | · | 5.2% | · | |
| ROA | 0.17% | 0.13% | 0.13% | · | 0.13% | 0.12% | 0.13% | · | 0.12% | 0.12% | · | · | 0.11% | 0.10% | 0.15% | · | |
| ROE | 1.6% | 1.2% | 1.2% | · | 1.1% | 1.1% | 1.2% | · | 1.1% | 1.1% | · | · | 0.95% | 0.88% | 1.2% | · |
Eficiencia 1
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | · | · | 0.0 | 0.0 | 0.0 | · |
Valoración (TTM) 9
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $98M | $88M | $87M | · | $85M | $84M | $84M | · | $79M | $75M | $76M | · | $73M | $71M | $71M | · | |
| Market Cap | $4.97B | $3.94B | $3.75B | · | $3.64B | $3.48B | $3.53B | · | $3.54B | $3.53B | · | · | $3.52B | $3.54B | $4.04B | · | |
| P/E | 50.6 | 45.3 | 43.2 | · | 43.2 | 42.7 | 43.3 | · | 46.7 | 48.3 | 54.4 | · | 48.3 | 48.6 | 55.4 | · | |
| P/B | 2.5 | 2.0 | 2.0 | · | 1.9 | 1.8 | 1.8 | · | 1.8 | 1.8 | · | · | 1.9 | 1.9 | 2.2 | · | |
| P / Tangible Book | 2.5 | 2.0 | 2.0 | · | 1.9 | 1.8 | 1.8 | · | 1.8 | 1.8 | 2.2 | · | 1.9 | 1.9 | 2.2 | · | |
| P / Cash Flow | · | · | 63.9 | · | · | · | 77.4 | · | · | · | · | · | · | · | 51.3 | · | |
| P / FCF | · | · | 65.8 | · | · | · | 78.5 | · | · | · | · | · | · | · | 52.6 | · | |
| Earnings Yield | 2.0% | 2.2% | 2.3% | · | 2.3% | 2.3% | 2.3% | · | 2.1% | 2.1% | 1.8% | · | 2.1% | 2.1% | 1.8% | · | |
| Payout Ratio | · | · | 67.8% | · | · | · | 66.4% | · | · | · | · | · | · | · | 66.1% | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Beneficio neto | $91M | $80M | $75M | $75M | $81M |
| EPS Diluido | $0.32 | $0.28 | $0.26 | $0.26 | $0.29 |
Flujo de Efectivo
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $71M | $86M | $86M | $36M | $82M |
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Propietarios institucionales (13F) 253 declarantes · $530.3M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 48 (+9 vs trimestre anterior) | 17 (-6 vs trimestre anterior) | 74 (-13 vs trimestre anterior) | 71 (+27 vs trimestre anterior) | +5.1M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $46 065 763 | 2 599 648 | 8,69% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $43 300 911 | 2 443 618 | 8,16% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $42 759 990 | 2 413 092 | 8,06% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $42 251 409 | 2 384 391 | 7,97% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $40 486 160 | 2 284 772 | 7,63% | Acciones |
| STATE STREET CORP | $39 980 307 | 2 256 225 | 7,54% | Acciones |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $36 687 169 | 2 070 382 | 6,92% | Acciones |
| Bank of New York Mellon Corp | $31 851 913 | 1 797 512 | 6,01% | Acciones |
| CRAMER ROSENTHAL MCGLYNN LLC | $20 606 889 | 1 162 917 | 3,89% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $18 051 187 | 1 018 356 | 3,40% | Acciones |
| Squarepoint Ops LLC | $11 944 609 | 674 075 | 2,25% | Acciones |
| Gator Capital Management, LLC | $9 852 852 | 556 030 | 1,86% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $8 804 660 | 496 877 | 1,66% | Acciones |
| Quantinno Capital Management LP | $8 582 384 | 484 333 | 1,62% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $7 030 197 | 396 738 | 1,33% | Acciones |
| Schonfeld Strategic Advisors LLC | $6 008 514 | 339 081 | 1,13% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $5 808 403 | 327 788 | 1,10% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 430 932 | 306 486 | 1,02% | Acciones |
| Clearstead Advisors, LLC | $4 228 085 | 238 605 | 0,80% | Acciones |
| VANGUARD GROUP INC | $4 202 564 | 314 093 | 0,79% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3 905 523 | 220 402 | 0,74% | Acciones |
| Kestra Investment Management, LLC | $3 333 507 | 188 122 | 0,63% | Acciones |
| NORGES BANK | $3 309 334 | 186 757 | 0,62% | Acciones |
| Vestmark Advisory Solutions, Inc. | $3 029 163 | 170 946 | 0,57% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2 802 276 | 158 142 | 0,53% | Acciones |
| MARSHALL WACE, LLP | $2 349 797 | 132 607 | 0,44% | Acciones |
| MANGROVE PARTNERS IM, LLC | $2 297 256 | 129 642 | 0,43% | Acciones |
| Atom Investors LP | $2 256 908 | 127 365 | 0,43% | Acciones |
| Brevan Howard Capital Management LP | $2 115 927 | 119 409 | 0,40% | Acciones |
| Sage Investment Counsel LLC | $2 073 208 | 116 998 | 0,39% | Acciones |
| D. E. Shaw & Co., Inc. | $1 967 647 | 111 041 | 0,37% | Acciones |
| Corient Private Wealth LP | $1 952 171 | 110 168 | 0,37% | Acciones |
| Swiss National Bank | $1 846 424 | 104 200 | 0,35% | Acciones |
| FIRST TRUST ADVISORS LP | $1 774 303 | 100 130 | 0,33% | Acciones |
| Numerai GP LLC | $1 603 341 | 90 482 | 0,30% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 449 539 | 103 170 | 0,27% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 434 948 | 80 979 | 0,27% | Acciones |
| Vision Capital Management, Inc. | $1 426 336 | 80 493 | 0,27% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 343 176 | 75 800 | 0,25% | Opción de compra |
| ExodusPoint Capital Management, LP | $1 309 295 | 73 888 | 0,25% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 276 077 | 95 372 | 0,24% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 205 793 | 68 047 | 0,23% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 202 515 | 67 862 | 0,23% | Acciones |
| Rafferty Asset Management, LLC | $1 149 266 | 64 857 | 0,22% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 112 639 | 62 790 | 0,21% | Acciones |
| BlackRock, Inc. | $1 009 987 | 56 997 | 0,19% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $941 251 | 53 118 | 0,18% | Acciones |
| MIRABELLA FINANCIAL SERVICES LLP | $937 583 | 52 911 | 0,18% | Acciones |
| Summit Trail Advisors, LLC | $929 325 | 52 445 | 0,18% | Acciones |
| Focus Partners Wealth | $902 511 | 50 931 | 0,17% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $888 516 | 50 142 | 0,17% | Acciones |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $878 195 | 49 558 | 0,17% | Acciones |
| RHUMBLINE ADVISERS | $858 881 | 48 471 | 0,16% | Acciones |
| Frank, Rimerman Advisors LLC | $834 027 | 47 067 | 0,16% | Acciones |
| BARCLAYS PLC | $804 860 | 45 421 | 0,15% | Acciones |
| Frec Markets, Inc. | $799 456 | 45 116 | 0,15% | Acciones |
| Ethic Inc. | $788 672 | 44 507 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $765 851 | 54 509 | 0,14% | Acciones |
| Harbor Advisors LLC | $748 847 | 42 260 | 0,14% | Acciones |
| Skopos Labs, Inc. | $740 379 | 52 696 | 0,14% | Acciones |
| Cetera Investment Advisers | $734 178 | 41 432 | 0,14% | Acciones |
| Maridea Wealth Management LLC | $734 058 | 41 425 | 0,14% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $726 325 | 40 989 | 0,14% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $721 523 | 40 718 | 0,14% | Acciones |
| NORTHERN TRUST CORP | $720 229 | 40 645 | 0,14% | Acciones |
| Campbell & CO Investment Adviser LLC | $693 809 | 39 154 | 0,13% | Acciones |
| OSAIC HOLDINGS, INC. | $685 209 | 38 667 | 0,13% | Acciones |
| XTX Topco Ltd | $677 595 | 38 239 | 0,13% | Acciones |
| Meeder Advisory Services, Inc. | $652 898 | 36 845 | 0,12% | Acciones |
| Farther Finance Advisors, LLC | $602 844 | 34 021 | 0,11% | Acciones |
| Parallel Advisors, LLC | $585 556 | 33 044 | 0,11% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $571 807 | 32 269 | 0,11% | Acciones |
| Jain Global LLC | $567 802 | 32 043 | 0,11% | Acciones |
| Sequoia Financial Advisors, LLC | $564 534 | 31 859 | 0,11% | Acciones |
| Beverly Hills Private Wealth, LLC | $551 234 | 31 108 | 0,10% | Acciones |
| Avise Financial Cooperative, Inc. | $551 234 | 31 108 | 0,10% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $548 576 | 30 958 | 0,10% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $545 085 | 30 761 | 0,10% | Acciones |
| CITADEL ADVISORS LLC | $532 380 | 30 044 | 0,10% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $525 807 | 37 424 | 0,10% | Acciones |
| Inspire Investing, LLC | $514 118 | 36 592 | 0,10% | Acciones |
| AXQ CAPITAL, LP | $510 620 | 28 816 | 0,10% | Acciones |
| UBS Group AG | $509 326 | 28 743 | 0,10% | Acciones |
| Caprock Group, LLC | $475 286 | 26 822 | 0,09% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $449 255 | 25 353 | 0,08% | Acciones |
| Kovack Advisors, Inc. | $437 284 | 24 484 | 0,08% | Acciones |
| GATEWAY INVESTMENT ADVISERS LLC | $427 158 | 24 106 | 0,08% | Acciones |
| LPL Financial LLC | $410 957 | 23 192 | 0,08% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $400 986 | 22 629 | 0,08% | Acciones |
| AlphaQuest LLC | $398 644 | 29 794 | 0,08% | Acciones |
| Aquatic Capital Management LLC | $385 251 | 21 741 | 0,07% | Acciones |
| HB Wealth Management, LLC | $381 711 | 21 541 | 0,07% | Acciones |
| Invesco Ltd. | $377 666 | 21 313 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $369 710 | 20 864 | 0,07% | Acciones |
| KEYBANK NATIONAL ASSOCIATION/OH | $359 343 | 20 279 | 0,07% | Acciones |
| Engineers Gate Manager LP | $357 838 | 20 194 | 0,07% | Acciones |
| US BANCORP \DE\ | $357 306 | 20 164 | 0,07% | Acciones |
| JPMORGAN CHASE & CO | $356 104 | 17 857 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $348 986 | 24 830 | 0,07% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $337 991 | 19 074 | 0,06% | Acciones |
Informantes de la empresa 37 insiders · 6 directivos · 6 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Meredith S Weil | Chief Financial Officer | 11 de junio de 2026 M | 38 480 | 0 | 2 | $-137 820 |
| James E Larocca | Accounting and Finance Officer | 29 de junio de 2026 A | — | 0 | 0 | $0 |
| Cathy W Zbanek | Chief Synergy Officer | 15 de junio de 2026 M | 74 985 | 0 | 0 | $0 |
| Sandra M Long | Chief Consumer Banking Officer | 5 de junio de 2026 F | 20 418 | 0 | 0 | $0 |
| Susanne N. Miller | Chief Accounting Officer | 5 de junio de 2026 F | 20 109 | 0 | 0 | $0 |
| Marianne Piterans | Director of Human Resources | 15 de diciembre de 2012 M | 51 833 | 0 | 0 | $0 |
| William C Mulligan | Consejero | 18 de diciembre de 2025 A | 68 900 | 0 | 0 | $0 |
| John J Fitzpatrick | Consejero | 24 de febrero de 2011 D | 20 000 | 0 | 0 | $0 |
| James S Gascoigne | Consejero | 25 de febrero de 2010 D | 25 000 | 0 | 0 | $0 |
| Anthony W Zepp | Consejero | 6 de enero de 2009 M | 54 000 | 0 | 0 | $0 |
| Daniel F Weir | — | 13 de agosto de 2026 G | 10 100 | 1 | 0 | $110 950 |
| Benjamin Stefanski Gavin | — | 5 de agosto de 2026 S | 19 266 | 0 | 1 | $-119 275 |
| Marc A Stefanski | — | 5 de mayo de 2026 G | 29 700 | 0 | 5 | $-781 659 |
| Martin J Cohen | — | 18 de diciembre de 2025 A | 42 500 | 0 | 0 | $0 |
| John Ringenbach | — | 18 de diciembre de 2025 A | 34 600 | 0 | 0 | $0 |
| Robert A Fiala | — | 18 de diciembre de 2025 A | 75 900 | 0 | 0 | $0 |
| Terrence R Ozan | — | 18 de diciembre de 2025 A | 91 000 | 0 | 0 | $0 |
| Terrence L. Bauer | — | 18 de diciembre de 2025 A | 7 220 | 0 | 0 | $0 |
| Anthony J Asher | — | 8 de mayo de 2025 S | 100 | 0 | 0 | $0 |
| Andrew James Rubino | — | 5 de mayo de 2025 S | 24 126 | 0 | 0 | $0 |
| Barbara J. Anderson | — | 21 de febrero de 2025 M | 14 100 | 0 | 0 | $0 |
| Ashley H Williams | — | 21 de febrero de 2025 M | 16 510 | 0 | 0 | $0 |
| Bradley Taylor Stefanski | — | 19 de diciembre de 2024 A | 10 000 | 0 | 0 | $0 |
| Timothy W Mulhern | — | 10 de diciembre de 2024 M | 14 413 | 0 | 0 | $0 |
| Kathleen Mary Danckers | — | 8 de diciembre de 2023 M | 29 412 | 0 | 0 | $0 |
| Russell Clay Holmes | — | 8 de diciembre de 2023 M | 9 482 | 0 | 0 | $0 |
| Huml Paul J | — | 1 de agosto de 2022 M | 74 764 | 0 | 0 | $0 |
| Anna Maria P Motta | — | 1 de abril de 2022 M | 103 485 | 0 | 0 | $0 |
| Iii Ben S Stefanski | — | 1 de marzo de 2022 M | 64 140 | 0 | 0 | $0 |
| Judith Z Adam | — | 4 de enero de 2021 M | 78 942 | 0 | 0 | $0 |
| David S Huffman | — | 31 de marzo de 2019 M | 52 388 | 0 | 0 | $0 |
| Robert B Heisler JR | — | 10 de diciembre de 2016 M | 33 500 | 0 | 0 | $0 |
| Paul W Stefanik | — | 12 de julio de 2016 M | 78 500 | 0 | 0 | $0 |
| Bernard S Kobak | — | 25 de septiembre de 2015 M | 81 300 | 0 | 0 | $0 |
| Terence C Paulett | — | 2 de enero de 2015 D | 29 947 | 0 | 0 | $0 |
| Ralph M Betters | — | 15 de diciembre de 2013 M | 4 525 | 0 | 0 | $0 |
| Thomas J Baird | — | 24 de febrero de 2011 D | 47 250 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Persona informante no revelada | 24 de abril de 2007 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 53 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 |
|---|---|---|---|---|
| DIV · Global X Funds | 1,96% | 976 543 NS | 30 de abril de 2026 | N-PORT |
| SDIV · Global X Funds | 0,97% | 824 817 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,58% | 9 967 NS | 30 de abril de 2026 | N-PORT |
| HIDV · AB Active ETFs, Inc. | 0,39% | 47 401 NS | 31 de mayo de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,24% | 78 656 NS | 30 de abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,17% | 409 792 SH | 8 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 31 394 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,05% | 454 823 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,03% | 1 827 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 55 377 NS | 31 de mayo de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,03% | 737 787 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 46 943 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,02% | 7 047 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 241 424 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 2 669 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,02% | 9 092 SH | 8 de agosto de 2026 | Diario |
| IYF · iShares Trust | 0,02% | 38 675 SH | 8 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,02% | 21 378 NS | 30 de abril de 2026 | N-PORT |
| SMMD · iShares Trust | 0,01% | 29 798 SH | 8 de agosto de 2026 | Diario |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 88 751 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 363 612 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 92 109 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 576 990 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 1 282 732 SH | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,01% | 81 247 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 13 506 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 3 402 SH | 8 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,01% | 76 312 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 2 093 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 14 693 NS | 30 de abril de 2026 | N-PORT |
| IWR · iShares Trust | 0,01% | 230 309 SH | 8 de agosto de 2026 | Diario |
| DIVB · iShares Trust | 0,01% | 6 057 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,01% | 7 804 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 37 663 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 2 110 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 1 196 NS | 31 de mayo de 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0,00% | 935 NS | 31 de mayo de 2026 | N-PORT |
| IWD · iShares Trust | 0,00% | 115 729 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 81 021 SH | 8 de agosto de 2026 | Diario |
| IWB · iShares Trust | 0,00% | 41 362 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 15 463 SH | 8 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 16 669 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 398 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 25 595 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 6 338 NS | 31 de mayo de 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 535 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 783 895 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 26 397 SH | 8 de agosto de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,00% | 207 747 SH | 8 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,00% | 8 486 SH | 8 de agosto de 2026 | Diario |