TR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $37.99
Capitalización Bursátil $1.59B
Ingresos $733M
Rendimiento div. 1.6%
ROE 11.1%
Rango 52S $33–$45

TR Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 29
Fecha ex-dividendo División Tipo
5 de marzo de 2026 103-for-100 Adelante
5 de marzo de 2025 103-for-100 Adelante
5 de marzo de 2024 103-for-100 Adelante
3 de marzo de 2023 103-for-100 Adelante
4 de marzo de 2022 103-for-100 Adelante
4 de marzo de 2021 103-for-100 Adelante
5 de marzo de 2018 103-for-100 Adelante
3 de marzo de 2017 103-for-100 Adelante
4 de marzo de 2016 103-for-100 Adelante
6 de marzo de 2015 103-for-100 Adelante
28 de febrero de 2014 103-for-100 Adelante
1 de marzo de 2013 103-for-100 Adelante
6 de marzo de 2009 103-for-100 Adelante
6 de marzo de 2008 103-for-100 Adelante
7 de marzo de 2007 103-for-100 Adelante
8 de marzo de 2006 103-for-100 Adelante
9 de marzo de 2005 103-for-100 Adelante
27 de febrero de 2004 103-for-100 Adelante
28 de febrero de 2003 103-for-100 Adelante
1 de marzo de 2002 103-for-100 Adelante
2 de marzo de 2001 103-for-100 Adelante
3 de marzo de 2000 103-for-100 Adelante
5 de marzo de 1999 103-for-100 Adelante
14 de julio de 1998 2-for-1 Adelante
6 de marzo de 1998 103-for-100 Adelante
7 de marzo de 1997 103-for-100 Adelante
12 de julio de 1995 2-for-1 Adelante
29 de mayo de 1987 2-for-1 Adelante
11 de julio de 1986 3-for-2 Adelante

Acerca de Tootsie Roll Industries, Inc. Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Tootsie Roll Industries () is an American manufacturer of confectionery based in Chicago, Illinois. Its best-known products include the namesake Tootsie Rolls and Tootsie Pops. Tootsie Roll Industries currently markets its brands internationally in Canada, Mexico, and over 75 other countries.

History

In 1896, Leo Hirschfield, an Austrian Jewish immigrant to the United States, began work at a small candy shop located in New York City owned by the Stern & Saalberg firm. In 1907, Hirschfield decided he wanted a chocolate-tasting candy that would not melt in the heat, and that would be an economical artificial alternative to traditional chocolates. He named the candy after the nickname of his daughter, Clara "Tootsie" Hirschfield. By this point, the company had expanded to a five-story factory. In 1917, the company's name was changed to The Sweets Company of America. It was reformed and listed on the American Stock Exchange in 1919.

The business forced Hirschfield out about a year later, and he started a new company, Mells Candy Corporation, also known as The Merry Mells Company. Owing to health and family issues, he died from suicide in 1922.

Mells failed in 1924.

In 1931, the Tootsie Pop — a hard-candy lollipop with Tootsie Roll filling — was invented and quickly became popular with Dust Bowl refugees during the Great Depression era because of its low price. During World War II, Tootsie Rolls became a standard part of American soldiers' field rations, due to the sustainability of the candy under a variety of environmental conditions.

In 1935, the company was in serious difficulty. Its principal supplier of paper boxes, Joseph Rubin & Sons of Brooklyn — concerned about the possible loss of an important customer — became interested in acquiring control. The company was listed on the New York Stock Exchange, but Bernard D. Rubin acquired a list of shareholders and approached them in person in order to purchase their shares. The Rubins eventually achieved control and agreed that Bernard would run the company as president. Mr. Rubin was able to increase sales and restore profits steadily, changing the formula of the Tootsie Roll and increasing its size, moving from Manhattan to a much larger plant in Hoboken, New Jersey, and guiding the company successfully through the difficult war years when vital raw materials were in short supply. When he died in 1948, he had increased the sales volume twelvefold. After his death, his brother William B. Rubin became president and remained president until 1962.

In 1962, William's daughter, Ellen Rubin Gordon, took control, and since January 2015, has been Chairman and CEO of the company. For many years prior to his death, her husband, Melvin Gordon, was Chairman and CEO from 1962 to 2015.

In 1966, the company adopted its current name of "Tootsie Roll Industries, Inc.", and in 1968, moved its headquarters to Chicago.

The company has acquired several famous confectionary brands, such as The Candy Corporation of America's Mason Division (1972), Cella's Confections (1985), The Charms Company (1988), Warner-Lambert's candy division (1993; excluding gum and mints), Andes Candies (2000), and Concord Confections (2004).

Tootsie Roll Industries reported a 6.3% decline in sales for the fiscal year ending in 2024, with total revenue falling to $715.5 million. The company attributed this decrease to elevated candy prices, driven by rising costs of cocoa and chocolate, which have negatively impacted its profit margins. Tootsie Roll Industries is shifting focus toward its non-chocolate product lines in response to these challenges. As part of this strategy, its subsidiary, Charms, is investing $97.7 million to expand the manufacturing facility responsible for producing Blow Pops, a popular lollipop brand.

Facilities

The company's headquarters is located on the South Side of Chicago, in a portion of the former Dodge Chicago Plant where the majority of the company's candy is produced. The company also has a factory in Mexico City where it produces some flavors of Tootsie Pops and other candy products for the Mexican market as well as for export to the U.S. and Canada. There is also a candy factory in The Port neighborhood of Cambridge, Massachusetts (belonging to the subsidiary "Cambridge Brands", formerly home to its predecessor, the James O. Welch Company), and a factory in Spain that produces candy for export to Canada.

Brands and products

Tootsie Roll brands and products include:

Andes Chocolate Mints

Candy Blox

Cella's chocolate-covered cherries

Charleston Chew candy bars

Charms Blow Pops and Caramel Apple Pops

Child's Play assorted candies

Dots gumdrops and Crows licorice candy

Dubble Bubble, Thrills, Razzles, and Cry Baby chewing gum

Fluffy Stuff cotton candy

Frooties fruit-flavored chewy candy

Junior Caramels

Junior Mints

Nik-L-Nip juice confection

Polar Mint

Sugar Daddy and Sugar Babies

Tootsie Rolls and Tootsie Pops

Wack-O-Wax, wax lip candy

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorConsumer Staples industriaFood Products empleados2 100 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$733M
2023-12-31 → 2025-12-31
Flujo de caja libre$96M
2023-12-31 → 2025-12-31
Margen neto13.0%
2023-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años TR promedio 5A Mediana de Pares Veredicto
P/S 2.2 · · ·
P/B (P/C) 1.7 · · ·
Price / FCF (Precio / FCF) 16.5 · · ·
Price / Cash Flow (Precio / Flujo de Caja) 12.2 · · ·
Price / Tangible Book (Precio / Valor Contable Tangible) 1.8 · · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Rendimiento por Dividendo1.6%
Ratio de Pago26.1%
Pago anualizado≈$0.36Pago trimestral
CAGR de Dividendos a 5 años≈3.0%Por acción, ajustado por splits
Racha de Crecimiento≈5Años consecutivos de crecimiento de dividendos
Fecha ex-dividendoMontoMonedaRendimiento
Jun 18, 2026$0,09USD≈0.97%
Mar 5, 2026$0,09USD≈0.84%
Dic 24, 2025$0,09USD≈0.95%
Oct 7, 2025$0,09USD≈0.83%
Jun 18, 2025$0,09USD≈1.0%
Mar 5, 2025$0,08USD≈1.1%
Dic 18, 2024$0,08USD≈1.1%
Oct 8, 2024$0,08USD≈1.2%
Jun 20, 2024$0,08USD≈1.2%
Mar 5, 2024$0,08USD≈1.1%
Dic 19, 2023$0,08USD≈1.1%
Oct 6, 2023$0,08USD≈1.2%
Jun 16, 2023$0,08USD≈0.93%
Mar 3, 2023$0,08USD≈0.83%
Dic 20, 2022$0,08USD≈0.83%
Oct 7, 2022$0,08USD≈1.1%
Jun 17, 2022$0,08USD≈1.1%
Mar 4, 2022$0,08USD≈1.0%
Dic 21, 2021$0,08USD≈0.96%
Oct 8, 2021$0,08USD≈1.1%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 35.9%
Próximo informe Oct 21, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de septiembre de 2023 $0.49 — —
31 de marzo de 2023 $0.19 — —
31 de diciembre de 2022 $0.37 — —
31 de marzo de 2011 $0.09 $0.07 35.9%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 13
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $733M$723M$769M$687M$571M$471M$527M$519M$519M$521M$540M$544M
Cost of Revenue $474M$470M$513M$454M$372M$301M$330M$331M$327M$322M$341M$342M
Gross Profit $258M$253M$257M$233M$199M$170M$197M$188M$192M$199M$199M$202M
SG&A Expense $158M$153M$155M$122M$132M$112M$128M$118M$121M$108M$108M$118M
Operating Income $101M$101M$102M$111M$67M$58M$69M$70M$70M$91M$91M$84M
Interest Expense ··$337.0K$104.0K$46.0K$164.0K$220.0K$181.0K$144.0K$105.0K$76.0K$99.0K
Other Non-op $2M$266.0K$678.0K$684.0K$1M$1M$1M$1M$1M$1M$126.0K$246.0K
Pretax Income $137M$127M$120M$98M$86M$76M$85M$73M$85M$98M$93M$91M
Income Tax $37M$40M$28M$22M$20M$17M$21M$16M$4M$31M$26M$28M
Net Income $100M$87M$92M$76M$65M$59M$65M$57M$81M$68M$66M$63M
EPS (Basic) $1.37$1.18$1.28$1.04$0.91$0.84$0.94$0.84$1.21$1.02$1.02$0.99
Shares (Basic) 72,905,00073,438,00071,903,00072,944,00071,478,00070,488,00069,386,00068,072,00066,962,00065,955,00065,103,00064,173,000
EBITDA $120M$119M$120M$128M$85M$76M$88M$89M$90M$112M$111M$105M
Balance general 21
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents $127M$139M$76M$53M$106M$167M$139M$111M$96M$119M$126M$100M
Short-term Investments $49M$56M$96M$96M$40M$42M$100M$75M$42M$68M$42M$39M
Receivables $48M$44M$56M$59M$55M$41M$45M$50M$47M$43M$51M$43M
Prepaid Expense $15M$10M$9M$12M$8M$7M$6M$10M$12M$6M$6M$6M
Current Assets $321M$334M$341M$309M$268M$321M$353M$304M$271M$299M$294M$265M
PP&E (Net) $238M$220M$223M$212M$209M$187M$188M$186M$179M$181M$185M$190M
PP&E (Gross) $717M$683M$670M$641M$621M$583M$567M$548M$527M$512M$500M$488M
Accum. Depreciation $480M$463M$448M$429M$412M$396M$379M$362M$348M$331M$315M$298M
Goodwill $73M$73M$73M$73M$73M$73M$73M$73M$73M$73M$73M$73M
Total Assets $1.25B$1.15B$1.08B$1.02B$1.02B$985M$978M$947M$931M$920M$909M$910M
Accounts Payable $16M$13M$16M$25M$15M$13M$13M$12M$12M$10M$11M$12M
Accrued Liabilities $64M$64M$62M$54M$54M$45M$42M$43M$45M$46M$50M$46M
Current Liabilities $98M$87M$95M$90M$80M$70M$80M$61M$64M$64M$72M$64M
Capital Leases $4M$5M$6M$4M$6M$78.0K$518.0K·····
Deferred Tax $67M$55M$45M$45M$45M$48M$47M$44M$41M$46M$95M$100M
Retained Earnings $65M$58M$63M$48M$40M$32M$41M$34M$57M$44M$52M$65M
Treasury Stock $2M$2M$2M$2M$2M$2M$2M$2M$2M$2M$2M$2M
AOCI $-21M$-23M$-23M$-30M$-25M$-20M$-20M$-22M$-22M$-20M$-17M$-13M
Stockholders' Equity $941M$871M$823M$783M$769M$763M$760M$751M$734M$711M$698M$691M
Liabilities + Equity $1.25B$1.15B$1.08B$1.02B$1.02B$985M$978M$947M$931M$920M$909M$910M
Shares Outstanding 41,821,00040,789,00039,999,00039,721,00039,344,00039,073,00038,836,00038,544,00037,960,00037,701,00037,382,00037,285,000
Flujo de Efectivo 14
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $19M$18M$18M$18M$18M$18M$19M$19M$19M$20M$20M$21M
Deferred Tax $12M$9M$-1M$2M$-1M$-335.0K$2M$3M$-2M$69.0K$3.0K$1M
Other Non-cash $-312.0K$25M$-14M$-24M$4M$-2M$14M$23M$-54M$12M$5M$4M
Operating Cash Flow $131M$139M$95M$72M$85M$75M$100M$101M$43M$99M$91M$89M
CapEx $34M$18M$27M$23M$31M$18M$20M$28M$17M$16M$16M$11M
Investing Cash Flow $-111M$-36M$-14M$-69M$-92M$10M$-15M$-45M$-9M$-52M$-9M·
Stock Repurchased $6M$14M$33M$32M$30M$32M$34M$19M$34M$29M$33M$25M
Net Stock Activity $-6M$-14M$-33M$-32M$-30M$-32M$-34M$-19M$-34M$-29M$-33M$-25M
Dividends Paid $26M$26M$25M$25M$24M$24M$23M$23M$23M$22M$21M$19M
Financing Cash Flow $-33M$-39M$-58M$-56M$-54M$-56M$-57M$-42M$-57M$-51M$-54M·
Net Change in Cash $-12M$63M$23M$-53M$-61M$28M$28M$15M$-23M$-7M$26M$12M
Taxes Paid $25M$38M$20M$24M$23M$15M$14M$6M$19M$36M$25M$27M
Free Cash Flow $96M$121M$68M$49M$54M$57M$80M$73M$26M$82M$76M$78M
Levered FCF ··$68M$49M$54M$57M$80M$73M$26M$82M$75M$78M
Rentabilidad 8
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 35.3%35.0%33.4%33.9%34.9%36.2%37.4%36.3%37.0%38.3%36.9%37.1%
Operating Margin 13.8%13.9%13.2%16.1%11.8%12.4%13.1%13.6%13.8%17.7%16.9%15.4%
Net Margin 13.7%12.0%11.9%11.1%11.5%12.5%12.3%11.0%15.6%12.9%12.2%11.6%
Pretax Margin 18.7%17.5%15.6%14.3%15.0%16.2%16.2%14.1%16.3%18.8%17.1%16.8%
EBITDA Margin 16.4%16.4%15.6%18.7%14.8%16.2%16.7%17.2%17.4%21.5%20.6%19.3%
ROA 8.3%7.6%8.6%7.4%6.4%6.0%6.6%6.0%8.6%7.3%7.2%6.8%
ROE 11.1%10.0%11.3%9.7%8.6%7.7%8.6%7.6%11.2%9.5%9.5%9.1%
ROIC 7.8%7.9%9.5%10.9%6.7%5.9%6.9%7.3%9.3%8.9%9.3%8.4%
Liquidez y Solvencia 3
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 3.33.83.63.43.44.64.45.04.24.74.14.1
Quick Ratio 2.32.72.42.32.53.63.63.82.93.63.02.8
Interest Coverage ··302.21065.01459.4355.1314.6389.4495.9880.11198.4847.7
Eficiencia 2
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.60.60.70.70.60.50.50.50.60.60.60.6
Receivables Turnover 16.012.411.39.88.48.77.97.27.38.47.27.5
Por Acción 2
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $22.50$21.35$20.59$19.72$19.55$19.54$19.57$19.47$19.33$18.87$18.68$18.53
Cash / Share $3.04$3.40$1.90$1.34$2.69$4.27$3.58$2.88$2.54$3.16$3.37$2.68
Tasas de Crecimiento 7
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 1.3%-6.0%12.0%20.4%21.2%·······
Revenue CAGR 3Y 2.2%8.2%17.8%·········
Revenue CAGR 5Y 9.2%···········
Net Income YoY 15.2%-5.5%21.0%16.2%10.7%·······
Net Income CAGR 3Y 9.6%10.0%15.9%·········
Net Income CAGR 5Y 11.1%···········
Dividends Paid CAGR 5Y 1.8%···········
Valoración (TTM) 11
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $733M$723M$769M$687M$571M$471M$527M$519M$519M$521M$540M$544M
Net Income TTM $100M$87M$92M$76M$65M$59M$65M$57M$81M$68M$66M$63M
Market Cap $1.49B$1.24B$1.22B$1.50B$1.23B$972M$1.11B$1.08B$1.12B$1.18B$905M$850M
P/S 2.01.71.62.22.22.12.12.12.22.31.71.6
P/B 1.61.41.51.91.61.31.51.41.51.71.31.2
P / Tangible Book 1.71.61.62.11.81.4······
P / Cash Flow 11.48.912.920.914.413.011.110.726.112.09.99.6
P / FCF 15.410.317.930.922.817.113.914.742.714.312.010.9
Dividend Yield 1.8%2.1%2.1%1.6%2.0%2.5%2.1%2.1%2.0%1.9%2.3%2.3%
Payout Ratio 26.1%29.4%27.3%32.4%37.0%40.4%36.1%40.4%28.0%33.1%31.4%30.6%
Annual Payout $26M$26M$25M$25M$24M$24M$23M$23M$23M$22M$21M$19M

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312025-06-302025-03-312024-12-312024-09-30
Ingresos $733M · · $723M ·
Margen Bruto % 35.3% · · 35.0% ·
Margen Operativo % 13.8% · · 13.9% ·
Beneficio neto $100M · · $87M ·

Propietarios institucionales (13F) 246 declarantes · $577.3M total · A fecha de 30 de junio de 2026

17

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.

Tenedores 246
Valor en tenencia $577.3M
Nuevas posiciones 46
Posiciones cerradas 33
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
46 (+4 vs trimestre anterior) 33 (+11 vs trimestre anterior) 90 (-15 vs trimestre anterior) 65 (+18 vs trimestre anterior) -279K

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
BlackRock, Inc. $84 369 878 2 133 246 14,61% Acciones
VANGUARD GROUP INC $79 280 874 2 164 370 13,73% Acciones
DIMENSIONAL FUND ADVISORS LP $46 223 816 1 168 746 8,01% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $45 694 448 1 155 359 7,91% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $31 327 951 792 110 5,43% Acciones
STATE STREET CORP $19 199 540 484 035 3,33% Acciones
RENAISSANCE TECHNOLOGIES LLC $18 664 673 471 926 3,23% Acciones
MILLENNIUM MANAGEMENT LLC $17 531 210 443 267 3,04% Acciones
GEODE CAPITAL MANAGEMENT, LLC $14 117 842 356 853 2,45% Acciones
TWO SIGMA INVESTMENTS, LP $11 748 327 297 050 2,03% Acciones
HFR Wealth Management, LLC $11 677 661 295 263 2,02% Acciones
Invesco Ltd. $9 806 502 247 952 1,70% Acciones
JANE STREET GROUP, LLC $8 692 418 219 783 1,51% Acciones
UBS Group AG $7 766 038 196 360 1,35% Acciones
Qube Research & Technologies Ltd $7 729 098 195 426 1,34% Acciones
MORGAN STANLEY $7 639 607 193 162 1,32% Acciones
BFSG, LLC $7 122 967 180 100 1,23% Acciones
GOLDMAN SACHS GROUP INC $6 167 902 155 952 1,07% Acciones
Bank of New York Mellon Corp $6 079 500 153 717 1,05% Acciones
CITADEL ADVISORS LLC $6 043 399 152 804 1,05% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5 687 725 143 811 0,99% Acciones
FIRST TRUST ADVISORS LP $5 193 785 131 322 0,90% Acciones
VANGUARD FIDUCIARY TRUST CO $4 902 618 123 960 0,85% Acciones
MARSHALL WACE, LLP $4 690 511 118 597 0,81% Acciones
NORTHERN TRUST CORP $4 542 319 114 850 0,79% Acciones
PRINCIPAL FINANCIAL GROUP INC $4 202 385 106 255 0,73% Acciones
GABELLI FUNDS LLC $3 931 072 99 395 0,68% Acciones
D. E. Shaw & Co., Inc. $3 597 349 90 957 0,62% Acciones
BANK OF AMERICA CORP /DE/ $3 522 402 89 062 0,61% Acciones
Point72 Asset Management, L.P. $3 402 684 86 035 0,59% Acciones
HUSSMAN STRATEGIC ADVISORS, INC. $3 322 200 84 000 0,58% Acciones
Nuveen, LLC $3 012 527 76 171 0,52% Acciones
GAMCO INVESTORS, INC. ET AL $2 857 448 72 249 0,49% Acciones
TUDOR INVESTMENT CORP ET AL $2 843 447 71 895 0,49% Acciones
Public Sector Pension Investment Board $2 745 838 69 427 0,48% Acciones
Engineers Gate Manager LP $2 668 992 67 484 0,46% Acciones
Squarepoint Ops LLC $2 544 252 64 330 0,44% Acciones
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2 452 535 62 011 0,42% Acciones
TWO SIGMA ADVISERS, LP $2 216 152 60 501 0,38% Acciones
EXCHANGE TRADED CONCEPTS, LLC $2 155 554 54 502 0,37% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1 845 675 43 204 0,32% Acciones
AMERICAN CENTURY COMPANIES INC $1 802 570 45 577 0,31% Acciones
RAYMOND JAMES FINANCIAL INC $1 750 819 44 269 0,30% Acciones
Legal & General Group Plc $1 635 274 41 347 0,28% Acciones
Susquehanna Portfolio Strategies, LLC $1 489 532 37 662 0,26% Acciones
Jain Global LLC $1 486 803 37 593 0,26% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 443 852 36 507 0,25% Acciones
Skopos Labs, Inc. $1 412 110 33 055 0,24% Acciones
AMERIPRISE FINANCIAL INC $1 359 120 34 359 0,24% Acciones
Swiss National Bank $1 329 315 33 611 0,23% Acciones

Mostrar todos los 246 propietarios institucionales →

Activistas y propietarios del %+ 5 2 tenencias

18

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
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., GGCP, Inc. I.D. No., (entities only GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×2 presentaciones 29 de noviembre de 2018 · Presentación inicial · SEC
Gabelli Funds, LLC & #160; I.D. No., GAMCO Asset Management Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. 60; I.D. No., Mario J. Gabelli 23 de marzo de 2009 · 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.

Informantes de la empresa 7 insiders · 3 directivos · 3 consejeros

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Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Howard G Ember CFO 22 de marzo de 2005 P 9 434 0 0 $0
Melvin J Gordon Chairman 12 de diciembre de 2014 J 42 058 0 0 $0
John W. Newlin Jr. Vice President-Mfg. 31 de diciembre de 2008 G 14 135 0 0 $0
Brent Lana Jane Lewis Consejero 31 de julio de 2014 P 23 395 0 0 $0
Barre A Seibert Consejero 4 de diciembre de 2008 D 0 0 0 $0
Leigh R Weiner Propietario del 10% 20 de agosto de 2021 S 1 115 0 0 $0
Ellen R Gordon · 8 de mayo de 2026 G 1 453 460 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 42 ETFs

20

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
PSCC · Invesco Exchange-Traded Fund Trust … 1,22% 10 707 SH 1 de octubre de 2026 Diario
XSLV · Invesco Exchange-Traded Fund Trust … 0,77% 48 158 SH 1 de octubre de 2026 Diario
CAFG · Pacer Funds Trust 0,67% 5,189,62 NS 31 de julio de 2026 N-PORT
RZG · Invesco Exchange-Traded Fund Trust 0,34% 10 918 SH 1 de octubre de 2026 Diario
FYC · First Trust Exchange-Traded AlphaDE… 0,13% 43 541 NS 31 de julio de 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,09% 24 096 SH 19 de agosto de 2026 Diario
FSTA · FIDELITY COVINGTON TRUST 0,08% 29 210 NS 31 de julio de 2026 N-PORT
VDC · VANGUARD WORLD FUND 0,08% 192 871 SH 19 de agosto de 2026 Diario
QVMS · Invesco Exchange-Traded Fund Trust … 0,05% 3 274 SH 1 de octubre de 2026 Diario
RWJ · Invesco Exchange-Traded Fund Trust … 0,05% 24 383 SH 1 de octubre de 2026 Diario
VFMV · VANGUARD WELLINGTON FUND 0,04% 3 771 SH 19 de agosto de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 0,04% 70 583 SH 19 de agosto de 2026 Diario
DFAS · Dimensional ETF Trust 0,04% 139 696 NS 31 de julio de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,03% 761 NS 31 de julio de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,03% 19 188 SH 1 de octubre de 2026 Diario
FAD · First Trust Exchange-Traded AlphaDE… 0,03% 3 946 NS 31 de julio de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,02% 4 438 NS 31 de julio de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,02% 86 856 NS 31 de julio de 2026 N-PORT
ISCG · iShares Trust 0,02% 5 098 SH 11 de septiembre de 2026 Diario
VBK · VANGUARD INDEX FUNDS 0,02% 226 639 SH 19 de agosto de 2026 Diario
VFMO · VANGUARD WELLINGTON FUND 0,02% 9 272 SH 19 de agosto de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,01% 232 301 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,01% 394 134 SH 19 de agosto de 2026 Diario
WSML · iShares Trust 0,01% 1 184 SH 11 de septiembre de 2026 Diario
PFM · Invesco Exchange-Traded Fund Trust 0,01% 1 226 SH 30 de septiembre de 2026 Diario
DFAC · Dimensional ETF Trust 0,01% 72 466 NS 31 de julio de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 754 NS 31 de julio de 2026 N-PORT
TILT · FlexShares Trust 0,00% 2 692 NS 31 de julio de 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 17 914 NS 31 de julio de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 2 938 NS 31 de julio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 10 409 NS 31 de julio de 2026 N-PORT
ITOT · iShares Trust 0,00% 30 651 SH 11 de septiembre de 2026 Diario
DFUS · Dimensional ETF Trust 0,00% 6 031 NS 31 de julio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 541 606 SH 19 de agosto de 2026 Diario
VIG · VANGUARD SPECIALIZED FUNDS 0,00% 114 373 SH 19 de agosto de 2026 Diario
DFSU · Dimensional ETF Trust 0,00% 8 NS 31 de julio de 2026 N-PORT
IJR · iShares Trust · 1 232 943 SH 10 de septiembre de 2026 Diario
IJT · iShares Trust · 192 245 SH 9 de septiembre de 2026 Diario
XJR · iShares Trust · 2 827 SH 2 de septiembre de 2026 Diario
ISCB · iShares Trust · 795 SH 11 de septiembre de 2026 Diario
SMLF · iShares Trust · 12 755 SH 11 de septiembre de 2026 Diario
SMMV · iShares Trust · 7 235 SH 2 de septiembre de 2026 Diario

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
TR $1.49B · 1.3% 13.7% 11.1% 35.3%
CPB · 16.8 -5.0% 4.1% 10.4% ·
POST $5.67B 19.5 3.0% 4.1% 8.8% 28.7%
CALM · 11.3 -31.7% 10.9% 12.2% 23.1%
FRPT $2.98B 23.1 13.0% 12.6% 12.2% 40.8%
MZTI $3.12B 16.4 1.1% 9.9% 18.4% 24.7%
UTZ · 1046.0 2.1% 0.06% 0.11% 24.9%
JJSF $1.86B 28.5 0.54% 4.1% 6.9% 29.7%
SENEA · 9.1 5.1% 6.9% 16.1% ·
MDLZ $68.99B 28.5 5.8% 6.4% 9.3% 28.4%

Últimas noticias Noticias recientes que mencionan a esta empresa

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Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

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Fuente: SEC 10-Q presentada el Ago 7, 2026