USPH U.S. Physical Therapy, Inc. Common Stock
$79,63
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$58–$94
61% of range
Calificación del Analista
BUY
13 analysts
Precio Objetivo
$95
+19% upside
P/E (TTM)
55.0
ROE
8.2%
Margen de Beneficio Neto
5.1%
USPH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$79.63
Capitalización Bursátil
—
P/E (TTM)
55.0
BPA (TTM)
$1.42
Ingresos (TTM)
$781M
Rendimiento div.
—
ROE
8.2%
Deuda/Capital
0.3
Rango 52S
$58 – $94
USPH 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
$781M
2022-12-31
→
2025-12-31
BPA
$1.42
2022-12-31
→
2025-12-31
Flujo de caja libre
$61M
2022-12-31
→
2025-12-31
Márgenes
5.1%
2022-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
USPH
Mediana de Pares
P/E (TTM)
55.0
13.1
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
USPH
Mediana de Pares
Gross Margin (Margen Bruto)
19.2%
53.0%
Operating Margin (Margen Operativo)
11.1%
—
Net Profit Margin (Margen de Beneficio Neto)
5.1%
2.9%
ROA
3.3%
2.7%
ROE
8.2%
1.3%
ROIC
10.1%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
USPH
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.3
—
Current Ratio (Ratio corriente)
1.0
1.5
Quick Ratio (Ratio Rápido)
0.7
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
USPH
Mediana de Pares
Revenue YoY (Ingresos interanuales)
16.3%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
12.2%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
13.1%
—
EPS YoY (EPS interanual)
-22.8%
—
Net Income YoY (Beneficio Neto interanual)
26.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
USPH
Mediana de Pares
Payout Ratio (Ratio de Pago)
69.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
69.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 22 de mayo de 2026 | $0,4600 |
| 13 de marzo de 2026 | $0,4600 |
| 17 de noviembre de 2025 | $0,4500 |
| 22 de agosto de 2025 | $0,4500 |
| 23 de mayo de 2025 | $0,4500 |
| 14 de marzo de 2025 | $0,4500 |
| 15 de noviembre de 2024 | $0,4400 |
| 23 de agosto de 2024 | $0,4400 |
| 22 de mayo de 2024 | $0,4400 |
| 11 de marzo de 2024 | $0,4400 |
| 15 de noviembre de 2023 | $0,4300 |
| 17 de agosto de 2023 | $0,4300 |
| 17 de mayo de 2023 | $0,4300 |
| 9 de marzo de 2023 | $0,4300 |
| 18 de noviembre de 2022 | $0,4100 |
| 17 de agosto de 2022 | $0,4100 |
| 13 de mayo de 2022 | $0,4100 |
| 11 de marzo de 2022 | $0,4100 |
| 12 de noviembre de 2021 | $0,3800 |
| 19 de agosto de 2021 | $0,3800 |
USPH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
13 analistas
- Compra fuerte 5 38,5%
- Compra 6 46,2%
- Mantener 2 15,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-13
Mediana
$97.00
Media
$95.00
← Por Debajo de Todos los Objetivos
$79.63
Mín
$88.00
Máx
$100.00
Objetivo mediano
$97.00
+21,8%
Objetivo medio
$95.00
+19,3%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.75 | $0.86 | -0.11% |
| 31 de marzo de 2026 | $0.46 | $0.56 | -0.10% |
| 31 de diciembre de 2025 | $0.67 | $0.68 | -0.01% |
| 30 de septiembre de 2025 | $0.66 | $0.68 | -0.02% |
| 30 de junio de 2025 | $0.81 | $0.73 | 0.08% |
| 31 de marzo de 2025 | $0.48 | $0.44 | 0.04% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| USPH | — | 55.0 | 16.3% | 5.1% | 8.2% | 19.2% |
| SNDA | $612M | -7.7 | 25.2% | -18.6% | -197.2% | — |
| SGRY | $2.00B | -25.3 | 6.2% | -2.4% | -4.5% | — |
| ARDT | $1.26B | 9.2 | 6.0% | 2.1% | 11.2% | — |
| NUTX | $1.17B | 15.7 | 82.4% | 8.1% | 30.6% | 50.8% |
| CYH | $433M | 0.8 | -1.2% | 4.1% | -30.8% | — |
| JYNT | $123M | 45.9 | 5.2% | 5.3% | 16.3% | — |
| HCA | $104.86B | 16.5 | 7.1% | 9.0% | -159.1% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $781M | $671M | $605M | $553M | $495M | $423M | $482M | $454M | $414M | $357M | $331M | $305M | |
| Gross Profit | $150M | $124M | $122M | $112M | $117M | $94M | $112M | $102M | $91M | $82M | $78M | $76M | |
| SG&A Expense | $69M | $58M | $52M | $46M | $47M | $42M | $45M | $41M | $36M | $32M | $31M | $30M | |
| Operating Expenses | $631M | $547M | $483M | $441M | $378M | $329M | $369M | $352M | $323M | $275M | $253M | $229M | |
| Operating Income | $87M | $63M | $51M | $57M | $71M | $52M | $67M | $60M | $55M | $50M | $47M | $46M | |
| Interest Expense | · | · | · | · | · | · | $2M | $2M | $21M | $11M | $7M | $7M | |
| Interest Income | $105.0K | $4M | $4M | $0 | $0 | · | · | · | · | · | · | · | |
| Other Non-op | $458.0K | $357.0K | $390.0K | $859.0K | $199.0K | $13M | $3M | $-103.0K | · | · | · | · | |
| Pretax Income | $78M | $60M | $49M | $56M | $73M | $66M | $71M | $60M | $34M | $38M | $40M | $38M | |
| Income Tax | $20M | $15M | $12M | $12M | $15M | $13M | $14M | $11M | $6M | $12M | $14M | $13M | |
| Net Income | $40M | $31M | $28M | $32M | $41M | $35M | $40M | $35M | $22M | $21M | $21M | $19M | |
| EPS (Basic) | $1.42 | $1.84 | $1.28 | $2.25 | $2.41 | $2.48 | $2.45 | · | · | · | $1.77 | $1.62 | |
| EPS (Diluted) | $1.42 | $1.84 | $1.28 | $2.25 | $2.41 | $2.48 | $2.45 | · | · | · | $1.77 | $1.62 | |
| Shares (Basic) | 15,175,000 | 15,064,000 | 14,188,000 | 12,985,000 | 12,898,000 | 12,835,000 | 12,756,000 | · | · | 12,500,000 | 12,392,000 | 12,217,000 | |
| Shares (Diluted) | 15,175,000 | 15,064,000 | 14,188,000 | 12,985,000 | 12,898,000 | 12,835,000 | 12,756,000 | · | · | 12,500,000 | 12,392,000 | 12,221,000 | |
| EBITDA | $109M | $82M | $68M | $72M | $82M | $63M | · | $70M | $64M | $58M | $55M | $53M |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $36M | $41M | $153M | $32M | $29M | $33M | $24M | $23M | $22M | $20M | $16M | $14M | |
| Receivables | $64M | $59M | $52M | $52M | $46M | $42M | $46M | $45M | $45M | $39M | $36M | $33M | |
| Other Current Assets | $16M | $11M | $11M | $11M | $4M | $4M | $6M | $4M | $5M | $4M | $6M | $6M | |
| Current Assets | $140M | $138M | $233M | $111M | $95M | $88M | $85M | $79M | $77M | $66M | $60M | $55M | |
| PP&E (Net) | $36M | $32M | $26M | $25M | $23M | $22M | $22M | $20M | $20M | $19M | $17M | $16M | |
| PP&E (Gross) | $127M | $119M | $111M | $105M | $98M | $91M | $88M | $84M | $81M | $75M | $70M | $65M | |
| Accum. Depreciation | $91M | $87M | $85M | $80M | $75M | $69M | $66M | $64M | $60M | $56M | $53M | $49M | |
| Goodwill | $692M | $667M | $510M | $494M | $435M | $346M | $318M | $294M | $271M | $227M | $195M | $172M | |
| Intangibles | $173M | $179M | $110M | $109M | $86M | $56M | $53M | $49M | $49M | $38M | $30M | $25M | |
| Other Non-current Assets | $7M | $5M | $3M | $4M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | |
| Total Assets | $1.20B | $1.17B | $997M | $858M | $749M | $594M | $631M | $443M | $419M | $351M | $304M | $245M | |
| Accrued Liabilities | $49M | $60M | $55M | $37M | $46M | $60M | $31M | $38M | $33M | $22M | $17M | $23M | |
| Current Liabilities | $139M | $116M | $102M | $85M | $83M | $93M | $61M | $42M | $40M | $25M | $19M | $26M | |
| Capital Leases | $111M | $102M | $77M | $78M | $74M | $62M | $60M | $0 | · | · | · | · | |
| Deferred Tax | $28M | $29M | $25M | $21M | $14M | $8M | $10M | $9M | $11M | $16M | $16M | $8M | |
| Other Non-current Liabilities | $3M | $18M | $2M | $13M | $7M | $5M | $141.0K | $829.0K | $743.0K | $829.0K | $1M | $9M | |
| Total Liabilities | $434M | $408M | $345M | $374M | $297M | $184M | $181M | $92M | $110M | $163M | $131M | $70M | |
| Long-term Debt | $162M | $154M | $147M | $184M | $118M | $21M | $51M | $40M | $61M | $52M | $49M | $36M | |
| Total Debt | $162M | $154M | $147M | $184M | $118M | $21M | · | $40M | $61M | $52M | $49M | $36M | |
| Common Stock | $174.0K | $172.0K | $172.0K | $152.0K | $151.0K | $151.0K | $150.0K | $149.0K | $148.0K | $147.0K | $146.0K | $145.0K | |
| Paid-in Capital | $286M | $290M | $281M | $110M | $103M | $96M | $87M | $80M | $74M | $69M | $64M | · | |
| Retained Earnings | $227M | $227M | $224M | $233M | $224M | $212M | $184M | $167M | $162M | $150M | $138M | $134M | |
| Treasury Stock | $37M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | |
| AOCI | $714.0K | $3M | $3M | $4M | $0 | · | · | · | · | · | · | · | |
| Stockholders' Equity | $476M | $489M | $476M | $316M | $296M | $276M | $240M | $216M | $205M | $188M | $171M | $146M | |
| Liabilities + Equity | $1.20B | $1.17B | $997M | $858M | $749M | $594M | $561M | $443M | $419M | $351M | $304M | $245M | |
| Shares Outstanding | · | · | · | · | · | · | · | 12,684,496 | 12,594,562 | · | · | · |
Flujo de Efectivo 20
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $22M | $19M | $16M | $15M | $12M | $11M | $10M | $10M | $10M | $9M | $8M | $7M | |
| Stock-based Comp | $8M | $8M | $7M | $7M | $8M | $8M | $7M | $6M | $5M | $5M | $4M | $3M | |
| Deferred Tax | $11M | $5M | $5M | $12M | $6M | $-258.0K | $5M | $5M | $-5M | $3M | $6M | $5M | |
| Amort. of Intangibles | $11M | $10M | $7M | $7M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | |
| Restructuring | · | · | · | · | $30.0K | $2M | $25.0K | $-9.0K | $599.0K | $131.0K | $211.0K | $169.0K | |
| Other Non-cash | $-6M | $12M | $26M | $-8M | $10M | $47M | · | $18M | $24M | $14M | $-480.0K | $8M | |
| Operating Cash Flow | $75M | $75M | $82M | $59M | $76M | $100M | $62M | $73M | $57M | $51M | $38M | $41M | |
| CapEx | $14M | $9M | $9M | $8M | $8M | $8M | $10M | $7M | $7M | $8M | $6M | $5M | |
| Investing Cash Flow | $-37M | $-149M | $-45M | $-81M | $-124M | $-51M | $-38M | $-24M | $-44M | $-32M | $-26M | $-23M | |
| Debt Issued | · | $0 | $0 | $150M | $0 | $0 | · | · | · | · | · | · | |
| Net Debt Issued | $-9M | $-4M | $-4M | $148M | · | · | · | · | · | · | · | · | |
| Stock Issued | $0 | $0 | $164M | $0 | $0 | · | · | · | · | · | · | · | |
| Stock Repurchased | $6M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-6M | $0 | $164M | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $27M | $27M | $24M | $21M | $19M | $4M | $15M | $12M | $10M | $9M | $7M | $6M | |
| Financing Cash Flow | $-44M | $-37M | $84M | $26M | $43M | $-39M | $-24M | $-48M | $-11M | $-14M | $-10M | $-21M | |
| Net Change in Cash | $-6M | $-111M | $121M | $3M | $-4M | $9M | $180.0K | $1M | $2M | $4M | $2M | $1M | |
| Taxes Paid | $14M | $5M | $5M | $8M | $12M | $8M | $10M | $9M | $9M | $11M | $8M | $9M | |
| Free Cash Flow | $61M | $66M | $73M | $50M | $68M | $92M | · | $66M | $49M | $43M | $35M | $40M | |
| Levered FCF | · | · | · | · | · | · | · | $64M | $32M | $35M | $34M | $39M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 19.2% | 18.5% | 20.1% | 20.2% | 23.7% | 22.3% | · | 22.4% | 21.9% | 23.0% | 23.6% | 25.0% | |
| Operating Margin | 11.1% | 9.4% | 8.6% | 10.3% | 14.3% | 12.4% | · | 13.3% | 13.2% | 13.9% | 14.3% | 15.0% | |
| Net Margin | 5.1% | 4.7% | 4.7% | 5.8% | 8.2% | 8.3% | · | 7.7% | 5.4% | 5.8% | 6.7% | 6.8% | |
| Pretax Margin | 10.0% | 9.0% | 8.2% | 10.1% | 14.8% | 15.5% | · | 13.3% | 8.2% | 10.7% | 14.0% | 14.6% | |
| EBITDA Margin | 14.0% | 12.2% | 11.2% | 12.9% | 16.6% | 14.9% | · | 15.4% | 15.6% | 16.4% | 16.7% | 17.2% | |
| ROA | 3.3% | 2.9% | 2.8% | 3.9% | 5.9% | 6.0% | · | 8.1% | 5.8% | 6.0% | 7.7% | 8.9% | |
| ROE | 8.2% | 6.5% | 7.1% | 10.5% | 14.3% | 13.6% | · | 16.6% | 11.3% | 11.1% | 13.5% | 15.2% | |
| ROIC | 10.1% | 7.4% | 6.3% | 8.9% | 13.5% | 14.1% | · | 19.1% | 16.9% | 14.2% | 15.3% | 17.1% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.2 | 2.3 | 1.3 | 1.1 | 0.9 | · | 1.9 | 1.9 | 2.7 | 3.2 | 2.2 | |
| Quick Ratio | 0.7 | 0.9 | 2.0 | 1.0 | 0.9 | 0.8 | · | 1.6 | 1.7 | 2.4 | 2.7 | 0.6 | |
| Debt / Equity | 0.3 | 0.3 | 0.3 | 0.6 | 0.4 | 0.1 | · | 0.2 | 0.3 | 0.3 | 0.3 | 0.2 | |
| LT Debt / Equity | 0.3 | 0.3 | 0.3 | 0.6 | 0.4 | 0.1 | · | 0.2 | 0.3 | 0.3 | 0.3 | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | · | 29.5 | 2.6 | 4.3 | 45.9 | 42.1 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | · | 1.1 | 1.1 | 1.0 | 1.1 | 1.3 | |
| Receivables Turnover | 12.7 | 12.1 | 11.7 | 11.3 | 11.2 | 9.6 | · | 10.1 | 9.9 | 9.2 | 9.3 | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.3% | 11.0% | 9.3% | 11.7% | 17.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.2% | 10.7% | 12.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -22.8% | 43.8% | -43.1% | -6.6% | -2.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.2% | -8.6% | -19.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -10.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 26.0% | 11.3% | -12.2% | -21.2% | 16.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.2% | -8.4% | -7.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 2.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 46.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $781M | $671M | $605M | $553M | $495M | $423M | $482M | $454M | $414M | $357M | $331M | $305M | |
| Net Income TTM | $40M | $31M | $28M | $32M | $41M | $35M | $40M | $35M | $22M | $21M | $21M | $19M | |
| Market Cap | · | · | · | · | · | · | · | $1.30B | · | · | · | · | |
| Enterprise Value | · | · | · | · | · | · | · | $1.31B | · | · | · | · | |
| P/E | 55.0 | 48.2 | 72.8 | 36.0 | 39.6 | 48.5 | 46.7 | 52.8 | 37.2 | 36.2 | 30.3 | 25.9 | |
| P/S | · | · | · | · | · | · | · | 2.9 | · | · | · | · | |
| P/B | · | · | · | · | · | · | · | 6.0 | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | · | · | 17.8 | · | · | · | · | |
| P / FCF | · | · | · | · | · | · | · | 19.7 | · | · | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | 18.8 | · | · | · | · | |
| EV / FCF | · | · | · | · | · | · | · | 20.0 | · | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | 2.9 | · | · | · | · | |
| Dividend Yield | · | · | · | · | · | · | · | 0.90% | · | · | · | · | |
| Earnings Yield | 1.8% | 2.1% | 1.4% | 2.8% | 2.5% | 2.1% | 2.1% | 1.9% | 2.7% | 2.8% | 3.3% | 3.9% | |
| Payout Ratio | 69.1% | 84.5% | 85.4% | 66.3% | 46.0% | 11.7% | · | 33.5% | 45.2% | 41.4% | 33.4% | 28.2% | |
| Annual Payout | $27M | $27M | $24M | $21M | $19M | $4M | $15M | $12M | $10M | $9M | $7M | $6M |
Estado de resultados 15
| 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 | $214M | $198M | $203M | $197M | $197M | $184M | $180M | $168M | $167M | $156M | $155M | $150M | $151M | $149M | $141M | $140M | |
| Gross Profit | $42M | $33M | $40M | $37M | $42M | $31M | $33M | $29M | $34M | $28M | $31M | $28M | $32M | $31M | $28M | $27M | |
| SG&A Expense | $19M | $18M | $18M | $17M | $17M | $16M | $16M | $14M | $14M | $14M | $14M | $12M | $12M | $14M | $12M | $12M | |
| Operating Expenses | $172M | $166M | $163M | $160M | $156M | $153M | $148M | $139M | $133M | $127M | $124M | $122M | $119M | $118M | $113M | $113M | |
| Operating Income | $22M | $12M | $17M | $25M | $25M | $20M | $20M | $13M | $16M | $15M | $-2M | $16M | $20M | $17M | $7M | $15M | |
| Interest Income | $29.0K | $16.0K | $20.0K | $33.0K | $28.0K | $24.0K | $306.0K | $1M | $1M | $2M | $2M | $2M | $517.0K | $64.0K | $0 | $0 | |
| Other Non-op | $175.0K | $131.0K | $114.0K | $222.0K | $47.0K | $75.0K | $96.0K | $90.0K | $109.0K | $62.0K | $147.0K | $78.0K | $165.0K | $0 | $931.0K | $65.0K | |
| Pretax Income | $19M | $11M | $15M | $23M | $23M | $17M | $18M | $12M | $15M | $15M | $106.0K | $16M | $19M | $14M | $5M | $16M | |
| Income Tax | $4M | $2M | $6M | $5M | $5M | $4M | $6M | $3M | $3M | $3M | $1M | $4M | $4M | $3M | $1M | $3M | |
| Net Income | $10M | $5M | $4M | $13M | $12M | $10M | $9M | $7M | $8M | $8M | $656.0K | $9M | $11M | $7M | $3M | $10M | |
| EPS (Basic) | $0.25 | $-0.12 | $-0.44 | $0.48 | $0.58 | $0.80 | $0.52 | $0.39 | $0.47 | $0.46 | $-0.45 | $0.51 | $0.64 | $0.58 | $-0.01 | $0.72 | |
| EPS (Diluted) | $0.25 | $-0.12 | $-0.44 | $0.48 | $0.58 | $0.80 | $0.52 | $0.39 | $0.47 | $0.46 | $-0.45 | $0.51 | $0.64 | $0.58 | $-0.01 | $0.72 | |
| Shares (Basic) | 15,070,000 | 15,167,000 | -30,358,000 | 15,204,000 | 15,197,000 | 15,132,000 | -30,102,000 | 15,077,000 | 15,072,000 | 15,017,000 | -27,544,000 | 14,987,000 | 13,720,000 | 13,025,000 | -25,951,000 | 13,001,000 | |
| Shares (Diluted) | 15,070,000 | 15,167,000 | -30,358,000 | 15,204,000 | 15,197,000 | 15,132,000 | -30,102,000 | 15,077,000 | 15,072,000 | 15,017,000 | -27,544,000 | 14,987,000 | 13,720,000 | 13,025,000 | -25,951,000 | 13,001,000 | |
| EBITDA | $22M | $18M | · | $25M | $25M | $26M | · | $15M | $20M | $18M | · | $16M | $20M | $21M | · | $15M |
Balance general 26
| 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 | $25M | $28M | $36M | $31M | $34M | $39M | $41M | $117M | $113M | $132M | · | $148M | $161M | $33M | · | $38M | |
| Receivables | $70M | $69M | $64M | $68M | $66M | $65M | $59M | $57M | $55M | $55M | $52M | $53M | $54M | $57M | $52M | $50M | |
| Other Current Assets | $17M | $14M | $16M | $16M | $13M | $15M | $11M | $11M | $12M | $12M | · | $9M | $10M | $11M | · | $6M | |
| Current Assets | $140M | $139M | $140M | $138M | $141M | $145M | $138M | $205M | $202M | $221M | · | $228M | $242M | $118M | · | $113M | |
| PP&E (Net) | $40M | $39M | $36M | $34M | $32M | $33M | $32M | $27M | $26M | $26M | · | $26M | $25M | $25M | · | $25M | |
| PP&E (Gross) | $135M | $132M | $127M | $126M | $122M | $122M | $119M | $115M | $115M | $113M | · | $111M | $109M | $107M | · | $104M | |
| Accum. Depreciation | $94M | $93M | $91M | $91M | $90M | $90M | $87M | $89M | $88M | $87M | · | $85M | $84M | $82M | · | $79M | |
| Goodwill | $717M | $716M | $692M | $690M | $678M | $674M | $667M | $555M | $549M | $534M | $510M | $523M | $507M | $501M | $494M | $450M | |
| Intangibles | $177M | $180M | $173M | $176M | $176M | $177M | $179M | $124M | $124M | $117M | · | $112M | $108M | $109M | · | $94M | |
| Other Non-current Assets | $7M | $7M | $7M | $5M | $4M | $4M | $5M | $3M | $5M | $4M | · | $6M | $5M | $3M | · | $6M | |
| Total Assets | $1.25B | $1.24B | $1.20B | $1.20B | $1.18B | $1.18B | $1.17B | $1.03B | $1.02B | $1.02B | · | $1.01B | $1000M | $868M | $858M | $800M | |
| Accrued Liabilities | $45M | $57M | $81M | $57M | $65M | $68M | $60M | $65M | $58M | $54M | · | $36M | $43M | $45M | · | $34M | |
| Current Liabilities | $110M | $117M | $139M | $115M | $119M | $124M | $116M | $115M | $107M | $103M | · | $82M | $86M | $91M | · | $81M | |
| Capital Leases | $123M | $115M | $111M | $106M | $104M | $101M | $102M | $77M | $78M | $76M | · | $77M | $79M | $75M | · | $77M | |
| Deferred Tax | $31M | $31M | $28M | $36M | $34M | $34M | $29M | $25M | $27M | $27M | · | $26M | $23M | $22M | · | $24M | |
| Other Non-current Liabilities | $3M | $2M | $3M | $5M | $5M | $5M | $18M | $8M | $6M | $3M | · | $15M | $13M | $14M | · | $4M | |
| Total Liabilities | $482M | $459M | $434M | $414M | $414M | $421M | $408M | $358M | $353M | $345M | · | $342M | $344M | $384M | · | $333M | |
| Long-term Debt | $220M | $205M | $162M | $160M | $160M | $166M | $154M | $143M | $145M | $146M | · | $149M | $151M | $190M | · | $154M | |
| Total Debt | $220M | $205M | · | $160M | $160M | $166M | · | $143M | $145M | $146M | · | $149M | $151M | $190M | · | $154M | |
| Common Stock | $175.0K | $175.0K | $174.0K | $172.0K | $172.0K | $172.0K | $172.0K | $172.0K | $172.0K | $172.0K | · | $172.0K | $172.0K | $152.0K | · | $152.0K | |
| Paid-in Capital | $291M | $288M | $286M | $297M | $295M | $293M | $290M | $287M | $285M | $284M | · | $279M | $277M | $112M | · | $109M | |
| Retained Earnings | $213M | $217M | $227M | $237M | $236M | $234M | $227M | $226M | $226M | $224M | · | $239M | $238M | $235M | · | $236M | |
| Treasury Stock | $56M | $37M | $37M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | · | $32M | $32M | $32M | · | $32M | |
| AOCI | $1M | $978.0K | $714.0K | $945.0K | $1M | $2M | $3M | $1M | $4M | $4M | · | $6M | $5M | $3M | · | $4M | |
| Stockholders' Equity | $449M | $469M | $476M | $504M | $501M | $497M | $489M | $483M | $485M | $480M | · | $492M | $488M | $318M | · | $317M | |
| Liabilities + Equity | $1.25B | $1.24B | $1.20B | $1.20B | $1.18B | $1.18B | $1.17B | $1.03B | $1.02B | $1.02B | · | $1.01B | $1000M | $868M | · | $800M |
Flujo de Efectivo 16
| 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 | $6M | $6M | $5M | $6M | $6M | $6M | $6M | $4M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Deferred Tax | $2M | $3M | $-564.0K | $4M | $2M | $5M | $4M | $-165.0K | $-1M | $2M | $-745.0K | $4M | $2M | $221.0K | $6M | $2M | |
| Amort. of Intangibles | $3M | $3M | $2M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | |
| Other Non-cash | · | $-13M | · | · | · | $-27M | · | · | · | $-12M | · | · | · | $-2M | · | · | |
| Operating Cash Flow | $34M | $4M | $25M | $20M | $35M | $-5M | $19M | $22M | $29M | $4M | $27M | $16M | $27M | $11M | $17M | $14M | |
| CapEx | $5M | $5M | $4M | $4M | $3M | $3M | $2M | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $958.0K | $3M | |
| Investing Cash Flow | $-6M | $-40M | $-5M | $-12M | $-13M | $-7M | $-95M | $-6M | $-28M | $-20M | $-8M | $-17M | $-7M | $-13M | $-43M | $-14M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | $0 | $0 | |
| Net Debt Issued | · | $-2M | · | · | · | $-4M | · | · | · | $-938.0K | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | · | · | $0 | $-9.0K | · | · | $0 | $0 | |
| Dividends Paid | · | · | $7M | $7M | · | · | $7M | $7M | · | · | $6M | $6M | · | · | $5M | $5M | |
| Financing Cash Flow | $-32M | $29M | $-15M | $-11M | $-27M | $9M | $-153.0K | $-12M | $-20M | $-4M | $-13M | $-12M | $108M | $2M | $20M | $-10M | |
| Net Change in Cash | $-4M | $-7M | $4M | $-3M | $-5M | $-2M | $-76M | $4M | $-19M | $-21M | $5M | $-13M | $128M | $1M | $-6M | $-11M | |
| Taxes Paid | $4M | $332.0K | $3M | $2M | $2M | $7M | $-936.0K | $827.0K | $5M | $367.0K | $2M | $1M | $799.0K | $442.0K | $86.0K | $3M | |
| Free Cash Flow | · | $-2M | · | · | · | $-7M | · | · | · | $3M | · | · | · | $9M | · | · |
Rentabilidad 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 19.6% | 16.5% | · | 18.7% | 21.1% | 16.9% | · | 17.3% | 20.2% | 18.2% | · | 18.6% | 21.3% | 20.8% | · | 19.2% | |
| Operating Margin | 10.2% | 6.3% | · | 12.8% | 12.6% | 10.7% | · | 8.8% | 11.7% | 9.2% | · | 10.6% | 13.2% | 11.5% | · | 10.7% | |
| Net Margin | 4.6% | 2.5% | · | 6.7% | 6.3% | 5.4% | · | 3.9% | 4.5% | 5.2% | · | 6.2% | 7.2% | 5.0% | · | 6.9% | |
| Pretax Margin | 8.9% | 5.3% | · | 11.6% | 11.5% | 9.4% | · | 7.3% | 8.8% | 9.5% | · | 10.5% | 12.6% | 9.7% | · | 11.5% | |
| EBITDA Margin | 10.2% | 9.3% | · | 12.8% | 12.6% | 13.9% | · | 8.8% | 11.7% | 11.8% | · | 10.6% | 13.2% | 14.0% | · | 10.7% | |
| ROA | 0.82% | 0.42% | · | 1.2% | 1.1% | 0.90% | · | 0.65% | 0.74% | 0.85% | · | 1.0% | 1.2% | 0.91% | · | 1.3% | |
| ROE | 2.1% | 1.0% | · | 2.7% | 2.5% | 2.0% | · | 1.4% | 1.5% | 2.0% | · | 2.3% | 2.7% | 2.4% | · | 3.1% | |
| ROIC | 2.6% | 1.4% | · | 2.9% | 2.9% | 2.3% | · | 1.9% | 2.5% | 1.8% | · | 1.9% | 2.4% | 2.6% | · | 2.5% |
Liquidez y Solvencia 4
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.8 | 1.9 | 2.2 | · | 2.8 | 2.8 | 1.3 | · | 1.4 | |
| Quick Ratio | 0.9 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | 1.5 | 1.6 | 1.8 | · | 2.4 | 2.5 | 1.0 | · | 1.1 | |
| Debt / Equity | 0.5 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.6 | · | 0.5 | |
| LT Debt / Equity | 0.5 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.6 | · | 0.5 |
Eficiencia 2
| 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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 3.2 | 3.0 | · | 3.2 | 3.3 | 3.1 | · | 3.1 | 3.1 | 2.8 | · | 2.9 | 2.9 | 2.8 | · | 2.9 |
Valoración (TTM) 4
| 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 | $807M | $777M | · | $746M | $716M | $675M | · | $641M | $624M | $606M | · | $590M | $580M | $560M | · | $538M | |
| Net Income TTM | $40M | $40M | · | $42M | $36M | $32M | · | $31M | $36M | $36M | · | $37M | $39M | $37M | · | $40M | |
| P/E | 57.7 | 43.1 | · | 37.8 | 34.9 | 34.1 | · | 46.2 | 44.4 | 51.5 | · | 37.4 | 43.2 | 34.5 | · | 26.0 | |
| Earnings Yield | 1.7% | 2.3% | · | 2.6% | 2.9% | 2.9% | · | 2.2% | 2.2% | 1.9% | · | 2.7% | 2.3% | 2.9% | · | 3.8% |
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 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Ingresos | $781M | $671M | $605M | — | — |
| Margen Bruto % | 19.2% | 18.5% | 20.1% | — | — |
| Margen Operativo % | 11.1% | 9.4% | 8.6% | — | — |
| Beneficio neto | $40M | $31M | $28M | — | — |
| EPS Diluido | $1.42 | $1.84 | $1.28 | — | — |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.3 | 0.3 | 0.3 | — | — |
| Ratio corriente | 1.0 | 1.2 | 2.3 | — | — |
| Ratio Rápido | 0.7 | 0.9 | 2.0 | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $61M | $66M | $73M | — | — |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 239 declarantes · $743.5M 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 |
|---|---|---|---|---|
| 36 (+3 vs trimestre anterior) | 33 (+14 vs trimestre anterior) | 59 (-18 vs trimestre anterior) | 90 (+14 vs trimestre anterior) | +806K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $75 347 479 | 964 880 | 10,13% | Acciones |
| Copeland Capital Management, LLC | $48 975 513 | 713 097 | 6,59% | Acciones |
| STATE STREET CORP | $48 578 366 | 707 186 | 6,53% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $46 303 713 | 674 195 | 6,23% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $40 806 565 | 594 155 | 5,49% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $38 379 976 | 558 818 | 5,16% | Acciones |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $36 246 900 | 527 765 | 4,88% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $33 045 863 | 481 157 | 4,44% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $31 209 497 | 454 419 | 4,20% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $30 012 885 | 436 996 | 4,04% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $29 850 331 | 433 745 | 4,01% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $22 630 960 | 329 437 | 3,04% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22 606 777 | 329 161 | 3,04% | Acciones |
| Boston Trust Walden Corp | $14 618 401 | 212 848 | 1,97% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $14 033 984 | 204 339 | 1,89% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $12 299 082 | 179 078 | 1,65% | Acciones |
| FMR LLC | $9 827 215 | 143 087 | 1,32% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $9 690 611 | 141 098 | 1,30% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9 418 020 | 137 129 | 1,27% | Acciones |
| Rockefeller Capital Management L.P. | $7 956 937 | 115 855 | 1,07% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $7 594 978 | 110 585 | 1,02% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $7 270 327 | 105 858 | 0,98% | Acciones |
| CenterBook Partners LP | $6 654 749 | 96 895 | 0,90% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $6 445 619 | 93 850 | 0,87% | Acciones |
| Bank of New York Mellon Corp | $6 202 491 | 90 310 | 0,83% | Acciones |
| Alpine Peaks Capital, LP | $5 253 127 | 76 487 | 0,71% | Acciones |
| CITADEL ADVISORS LLC | $5 116 797 | 74 502 | 0,69% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $4 945 303 | 72 005 | 0,67% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $4 876 074 | 70 997 | 0,66% | Acciones |
| RBF Capital, LLC | $4 807 531 | 69 999 | 0,65% | Acciones |
| Bridge City Capital, LLC | $4 662 685 | 67 890 | 0,63% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 972 314 | 57 838 | 0,53% | Acciones |
| Public Sector Pension Investment Board | $3 583 997 | 52 184 | 0,48% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $3 350 004 | 48 777 | 0,45% | Acciones |
| MORGAN STANLEY | $3 292 127 | 47 934 | 0,44% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $3 288 915 | 47 888 | 0,44% | Acciones |
| Sovereign's Capital Management, LLC | $3 058 330 | 44 514 | 0,41% | Acciones |
| BARD ASSOCIATES INC | $2 909 835 | 42 368 | 0,39% | Acciones |
| SEI INVESTMENTS CO | $2 856 730 | 41 596 | 0,38% | Acciones |
| Balyasny Asset Management L.P. | $2 566 022 | 37 362 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $2 556 591 | 37 225 | 0,34% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $2 501 600 | 36 424 | 0,34% | Acciones |
| JOHNSON INVESTMENT COUNSEL INC | $2 367 468 | 34 471 | 0,32% | Acciones |
| Point72 Asset Management, L.P. | $2 281 756 | 33 223 | 0,31% | Acciones |
| Swiss National Bank | $2 081 004 | 30 300 | 0,28% | Acciones |
| PENN DAVIS MCFARLAND INC | $2 040 689 | 29 713 | 0,27% | Acciones |
| XTX Topco Ltd | $1 950 718 | 28 403 | 0,26% | Acciones |
| BROWN BROTHERS HARRIMAN & CO | $1 939 867 | 28 245 | 0,26% | Acciones |
| Callan Family Office, LLC | $1 861 636 | 27 106 | 0,25% | Acciones |
| UBS Group AG | $1 776 683 | 25 869 | 0,24% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $1 646 539 | 23 974 | 0,22% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $1 614 942 | 23 514 | 0,22% | Acciones |
| Legal & General Group Plc | $1 598 665 | 23 277 | 0,22% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 573 734 | 22 914 | 0,21% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $1 502 512 | 21 877 | 0,20% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 475 738 | 19 687 | 0,20% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $1 279 371 | 18 628 | 0,17% | Acciones |
| CHATHAM CAPITAL GROUP, INC. | $1 247 435 | 18 163 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 243 961 | 16 595 | 0,17% | Acciones |
| True North Advisors, LLC | $1 103 756 | 16 071 | 0,15% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 096 751 | 15 969 | 0,15% | Acciones |
| Daiwa Securities Group Inc. | $1 076 284 | 15 671 | 0,14% | Acciones |
| Schechter Investment Advisors, LLC | $966 585 | 13 358 | 0,13% | Acciones |
| WELLS FARGO & COMPANY/MN | $926 012 | 13 483 | 0,12% | Acciones |
| BlackRock, Inc. | $888 719 | 12 940 | 0,12% | Acciones |
| LANARK FINANCIAL, INC. | $886 040 | 12 901 | 0,12% | Acciones |
| BANK OF AMERICA CORP /DE/ | $872 373 | 12 702 | 0,12% | Acciones |
| Qube Research & Technologies Ltd | $861 865 | 12 549 | 0,12% | Acciones |
| Martin Capital Advisors, LLP | $796 654 | 11 599 | 0,11% | Acciones |
| QSV Equity Investors LLC | $765 907 | 9 808 | 0,10% | Acciones |
| FIRST TRUST ADVISORS LP | $722 857 | 10 525 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $709 052 | 10 324 | 0,10% | Acciones |
| Freestone Grove Partners LP | $684 671 | 9 969 | 0,09% | Acciones |
| Penn Capital Management Company, LLC | $647 721 | 9 431 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $638 724 | 9 300 | 0,09% | Opción de venta |
| LPL Financial LLC | $635 688 | 9 256 | 0,09% | Acciones |
| FIFTH THIRD BANCORP | $634 848 | 9 243 | 0,09% | Acciones |
| H D Vest Advisory Services | $621 436 | 7 947 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $607 269 | 8 842 | 0,08% | Acciones |
| Simplicity Wealth,LLC | $575 510 | 8 380 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $567 159 | 8 258 | 0,08% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $540 237 | 7 866 | 0,07% | Acciones |
| TWO SIGMA ADVISERS, LP | $523 203 | 6 700 | 0,07% | Acciones |
| Quantinno Capital Management LP | $505 173 | 7 355 | 0,07% | Acciones |
| Morningstar Investment Management LLC | $499 084 | 6 658 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $477 189 | 6 948 | 0,06% | Acciones |
| Louisiana State Employees Retirement System | $460 156 | 6 700 | 0,06% | Acciones |
| Legacy Wealth Asset Management, LLC | $459 950 | 6 697 | 0,06% | Acciones |
| Pathstone Holdings, LLC | $446 489 | 6 501 | 0,06% | Acciones |
| JANUS HENDERSON GROUP PLC | $440 805 | 5 888 | 0,06% | Acciones |
| Cetera Investment Advisers | $429 491 | 6 254 | 0,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $419 978 | 6 115 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $419 497 | 6 108 | 0,06% | Acciones |
| Invesco Ltd. | $413 660 | 6 023 | 0,06% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $393 536 | 5 730 | 0,05% | Acciones |
| JANE STREET GROUP, LLC | $391 476 | 5 700 | 0,05% | Opción de venta |
| PERSONAL CFO SOLUTIONS, LLC | $379 073 | 5 519 | 0,05% | Acciones |
| HOWE & RUSLING INC | $376 710 | 5 485 | 0,05% | Acciones |
| Fiduciary Trust Co | $309 126 | 4 501 | 0,04% | Acciones |
| MARSHALL WACE, LLP | $288 731 | 4 204 | 0,04% | Acciones |
Informantes de la empresa 27 insiders · 8 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christopher J Reading | Chairman of the Board and CEO | 23 de febrero de 2026 A | 139 088 | 0 | 1 | $-167 060 |
| Jason Travis Curtis | Interim CFO | 20 de mayo de 2026 F | 3 893 | 0 | 0 | $0 |
| Carey P Hendrickson | Chief Financial Officer | 9 de marzo de 2026 D | 27 808 | 0 | 1 | $-60 105 |
| Eric Joseph Williams | President and COO | 23 de febrero de 2026 A | 40 331 | 0 | 1 | $-85 250 |
| Graham D. Reeve | COO | 20 de mayo de 2026 F | 29 316 | 0 | 5 | $-318 502 |
| Glenn Mcdowell | Chief Operating Officer | 31 de agosto de 2021 S | 13 867 | 0 | 0 | $0 |
| Richard Binstein | EVP Gen'l Counsel & Secretary | 6 de marzo de 2026 S | 24 867 | 0 | 1 | $-244 920 |
| Micheal Lewis Lang | Sr. VP of Development | 1 de septiembre de 2004 A | — | 0 | 0 | $0 |
| Peter Francis Minan | Consejero | 9 de junio de 2026 P | 3 211 | 2 | 0 | $48 777 |
| Anne Motsenbocker | Consejero | 19 de mayo de 2026 A | 9 812 | 0 | 0 | $0 |
| Kathleen A Gilmartin | Consejero | 19 de mayo de 2026 A | 27 092 | 1 | 0 | $276 000 |
| Regg E. Swanson | Consejero | 19 de mayo de 2026 A | 15 492 | 0 | 0 | $0 |
| Bernard A Harris Jr | Consejero | 19 de mayo de 2026 A | 20 914 | 0 | 0 | $0 |
| Nancy Ham | Consejero | 11 de septiembre de 2025 S | 1 994 | 0 | 1 | $-49 026 |
| Clayton Trier | Consejero | 20 de mayo de 2025 A | 8 306 | 0 | 0 | $0 |
| Edward L Kuntz | Consejero | 15 de mayo de 2024 S | 3 280 | 0 | 0 | $0 |
| Harry S Chapman | Consejero | 16 de diciembre de 2022 S | 6 740 | 0 | 0 | $0 |
| Mark J Brookner | Consejero | 15 de noviembre de 2022 S | 13 830 | 0 | 0 | $0 |
| Jerald L Pullins | Consejero | 13 de agosto de 2019 S | 15 851 | 0 | 0 | $0 |
| Daniel C Arnold | Consejero | 18 de mayo de 2015 A | 128 654 | 0 | 0 | $0 |
| Bruce D Broussard | Consejero | 17 de mayo de 2011 A | 24 489 | 0 | 0 | $0 |
| Livingston J Kosberg | Consejero | 22 de marzo de 2010 S | 155 000 | 0 | 0 | $0 |
| Albert L Rosen | Consejero | 27 de diciembre de 2006 G | 67 500 | 0 | 0 | $0 |
| Lawrance W Mcafee | — | 5 de marzo de 2021 S | 6 582 | 0 | 0 | $0 |
| Marlin W Johnston | — | 17 de mayo de 2016 A | 39 349 | 0 | 0 | $0 |
| James B Hoover | — | 15 de junio de 2005 M | 57 500 | 0 | 0 | $0 |
| Roy W Spradlin | — | 16 de septiembre de 2004 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 63 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 |
|---|---|---|---|---|
| SOVF · Elevation Series Trust | 1,95% | 25 815 NS | 30 de abril de 2026 | N-PORT |
| SMLL · Harbor ETF Trust | 1,75% | 3 395 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,25% | 890 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 9 586 NS | 30 de abril de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,06% | 20 392 NS | 30 de junio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 5 667 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,05% | 9 235 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,05% | 76 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,04% | 181 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 5 421 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 6 534 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 55 785 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 50 312 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 709 NS | 31 de mayo de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,02% | 1 258 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 72 581 NS | 31 de mayo de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,02% | 6 857 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 555 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 561 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 40 935 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1 745 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 629 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 297 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 014 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 9 068 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 14 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5 682 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 462 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 2 014 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 8 652 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 46 NS | 31 de mayo de 2026 | N-PORT |
| CBLS · Elevation Series Trust | -1,09% | -8 120 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | — | — | 30 de julio de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IJR · iShares Trust | — | — | 10 de agosto de 2026 | Diario |
| IJT · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IJS · iShares Trust | — | — | 10 de agosto de 2026 | Diario |
| ITOT · iShares Trust | — | — | 22 de julio de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IHF · iShares Trust | — | — | 18 de agosto de 2026 | Diario |