UVE UNIVERSAL INSURANCE HOLDINGS INC Common Stock
$42,69
Precio · Ago 18, 2026
Fundamentales a fecha de Jul 30, 2026
Rango 52S
$24–$45
89% of range
Calificación del Analista
HOLD
9 analysts
Precio Objetivo
$45
+5% upside
P/E (TTM)
6.8
ROE
36.3%
Margen de Beneficio Neto
11.4%
UVE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$42.69
Capitalización Bursátil
$1.20B
P/E (TTM)
6.8
BPA (TTM)
$6.32
Ingresos (TTM)
$1.60B
Rendimiento div.
1.9%
ROE
36.3%
Deuda/Capital
—
Rango 52S
$24 – $45
UVE 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
$1.60B
2016-12-31
→
2025-12-31
BPA
$6.32
2016-12-31
→
2025-12-31
Flujo de caja libre
$377M
2016-12-31
→
2025-12-31
Márgenes
11.4%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
UVE
Mediana de Pares
P/E (TTM)
6.8
13.8
P/S (TTM) (P/V (TTM))
0.7
1.1
P/B (P/C)
2.2
1.9
Price / FCF (Precio / FCF)
3.2
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
UVE
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
11.4%
11.5%
ROA
6.4%
3.6%
ROE
36.3%
15.0%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
UVE
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
UVE
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
9.5%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
8.4%
—
EPS YoY (EPS interanual)
214.4%
—
Net Income YoY (Beneficio Neto interanual)
210.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
UVE
Mediana de Pares
Payout Ratio (Ratio de Pago)
12.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
1.9%
Ratio de Pago
12.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 31 de julio de 2026 | $0,1600 |
| 8 de mayo de 2026 | $0,1600 |
| 6 de marzo de 2026 | $0,1600 |
| 5 de diciembre de 2025 | $0,2900 |
| 1 de agosto de 2025 | $0,1600 |
| 9 de mayo de 2025 | $0,1600 |
| 7 de marzo de 2025 | $0,1600 |
| 6 de diciembre de 2024 | $0,2900 |
| 2 de agosto de 2024 | $0,1600 |
| 9 de mayo de 2024 | $0,1600 |
| 7 de marzo de 2024 | $0,1600 |
| 7 de diciembre de 2023 | $0,2900 |
| 3 de agosto de 2023 | $0,1600 |
| 11 de mayo de 2023 | $0,1600 |
| 8 de marzo de 2023 | $0,1600 |
| 8 de diciembre de 2022 | $0,2900 |
| 1 de agosto de 2022 | $0,1600 |
| 12 de mayo de 2022 | $0,1600 |
| 9 de marzo de 2022 | $0,1600 |
| 9 de diciembre de 2021 | $0,2900 |
UVE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
9 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 4 44,4%
- Venta 4 44,4%
- Venta fuerte 1 11,1%
Precio objetivo a 12 meses
1 analistas · 2026-08-13
Mín
$45.00
Máx
$45.00
Objetivo mediano
$45.00
+5,4%
Objetivo medio
$45.00
+5,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.36%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.84 | $1.63 | 0.21% |
| 31 de marzo de 2026 | $2.00 | $1.40 | 0.60% |
| 31 de diciembre de 2025 | $2.17 | $1.31 | 0.86% |
| 30 de septiembre de 2025 | $1.36 | $1.11 | 0.25% |
| 30 de junio de 2025 | $1.23 | $1.13 | 0.10% |
| 31 de marzo de 2025 | $1.44 | $1.27 | 0.17% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| UVE | $947M | 5.3 | 5.5% | 11.4% | 36.3% | — |
| SAFT | — | 11.6 | 12.8% | 7.8% | 11.2% | — |
| XZO | $2.20B | 24.5 | 62.0% | 38.1% | 61.4% | 60.4% |
| UFCS | $928M | 8.1 | 10.6% | 8.5% | 13.7% | — |
| TRUP | $1.62B | 83.0 | 11.9% | — | — | — |
| ASIC | $1.01B | 13.3 | 23.4% | 17.4% | 14.6% | — |
| BOW | $936M | 17.9 | 29.6% | 9.8% | 13.1% | — |
| HRTG | $902M | 4.6 | 3.7% | 23.1% | 44.0% | — |
| EIG | $878M | 93.8 | -2.5% | 1.3% | 1.1% | — |
| HIPO | $773M | 13.5 | 25.9% | 12.3% | 14.5% | — |
| ROOT | — | 30.6 | 28.9% | 2.7% | 15.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.60B | $1.52B | $1.39B | $1.22B | $1.12B | $1.07B | $939M | $824M | $752M | $685M | $547M | $369M | |
| SG&A Expense | · | $342M | $304M | $305M | $314M | $290M | $272M | $256M | $231M | $221M | $184M | $118M | |
| Interest Expense | · | · | $7M | $7M | $638.0K | $95.0K | $243.0K | $300.0K | $300.0K | $400.0K | $1M | $2M | |
| Pretax Income | $243M | $85M | $88M | $-27M | $28M | $24M | $64M | $153M | $170M | $163M | $175M | $128M | |
| Income Tax | $60M | $26M | $22M | $-5M | $8M | $5M | $17M | $36M | $64M | $63M | $69M | $55M | |
| Net Income | $183M | $59M | $67M | $-22M | $20M | $19M | $47M | $117M | $107M | $99M | $106M | $73M | |
| EPS (Basic) | $6.56 | $2.07 | $2.24 | $-0.72 | $0.65 | $0.60 | $1.37 | $3.36 | $3.07 | $2.85 | $3.06 | $2.17 | |
| EPS (Diluted) | $6.32 | $2.01 | $2.22 | $-0.72 | $0.65 | $0.60 | $1.36 | $3.27 | $2.99 | $2.79 | $2.97 | $2.08 | |
| Shares (Basic) | 27,890,000 | 28,498,000 | 29,829,000 | 30,751,000 | 31,218,000 | 31,884,000 | 33,893,000 | 34,856,000 | 34,841,000 | 34,919,000 | 34,799,000 | 33,569,000 | |
| Shares (Diluted) | 28,956,000 | 29,274,000 | 30,147,000 | 30,751,000 | 31,307,000 | 31,972,000 | 34,233,000 | 35,786,000 | 35,809,000 | 35,650,000 | 35,884,000 | 35,150,000 | |
| EBITDA | $6M | $6M | $7M | $7M | $7M | $5M | $5M | · | · | · | · | · |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $409M | $259M | $397M | $389M | $251M | $167M | $182M | $166M | $213M | $106M | $197M | $115M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $10M | $5M | $25M | $50M | |
| PP&E (Net) | $49M | $49M | $48M | $51M | $54M | $54M | $41M | $35M | $33M | $32M | $27M | $17M | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | $39M | $37M | $34M | $23M | |
| Accum. Depreciation | $40M | $35M | $31M | $29M | $23M | $20M | $17M | $14M | $11M | $9M | $7M | $6M | |
| Total Assets | $2.84B | $2.84B | $2.32B | $2.89B | $2.06B | $1.76B | $1.72B | $1.86B | $1.45B | $1.06B | $994M | $912M | |
| Deferred Tax | · | · | · | · | · | $0 | $0 | $0 | · | · | · | · | |
| Total Liabilities | $2.29B | $2.47B | $1.98B | $2.60B | $1.63B | $1.31B | $1.23B | $1.36B | $1.02B | $689M | $700M | $693M | |
| Long-term Debt | $100M | $101M | $102M | $103M | $104M | $8M | · | $11M | $13M | $15M | $24M | $31M | |
| Common Stock | $482.0K | $475.0K | $472.0K | $472.0K | $470.0K | $468.0K | $467.0K | $465.0K | $458.0K | $453.0K | $455.0K | $448.0K | |
| Paid-in Capital | $124M | $122M | $115M | $113M | $108M | $103M | $96M | $86M | $86M | $82M | $71M | $41M | |
| Retained Earnings | $757M | $597M | $561M | $517M | $564M | $568M | $574M | $553M | $465M | $382M | $307M | $222M | |
| Treasury Stock | $305M | $283M | $261M | $239M | $227M | $226M | $197M | $130M | $105M | $87M | $81M | $62M | |
| AOCI | · | · | · | · | · | · | · | $-8M | $-6M | $-6M | $-4M | $-2M | |
| Stockholders' Equity | $551M | $373M | $341M | $288M | $430M | $449M | $494M | $502M | $440M | $371M | $293M | $200M | |
| Liabilities + Equity | $2.84B | $2.84B | $2.32B | $2.89B | $2.06B | $1.76B | $1.72B | $1.86B | $1.45B | $1.06B | $994M | $912M | |
| Shares Outstanding | 28,008,000 | 28,096,000 | 28,966,000 | 30,389,000 | 31,221,000 | 31,137,000 | 32,638,000 | 34,783,000 | 34,735,000 | 35,052,000 | 35,110,000 | 35,102,000 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $7M | $7M | $7M | $5M | $5M | $5M | $4M | $3M | $2M | $1M | |
| Stock-based Comp | $9M | $8M | $3M | $5M | $6M | $9M | $13M | $13M | $11M | $10M | $17M | $12M | |
| Deferred Tax | $3M | $-3M | $4M | $-12M | $-4M | $3M | $2M | $-4M | $1M | $5M | $-693.0K | $-506.0K | |
| Other Non-cash | $181M | $67M | $-10M | $347M | $206M | $-6M | $18M | · | · | · | · | · | |
| Operating Cash Flow | $381M | $137M | $71M | $325M | $234M | $29M | $85M | $230M | $245M | $121M | $219M | $123M | |
| CapEx | $4M | $7M | $4M | $5M | $7M | $17M | $11M | $7M | $5M | $8M | $12M | $9M | |
| Investing Cash Flow | $-114M | $-228M | $-15M | $-149M | $-229M | $22M | $28M | $-212M | $-86M | · | · | · | |
| Debt Issued | · | · | $0 | $0 | $100M | $0 | $0 | · | · | · | $1M | · | |
| Net Debt Issued | · | · | $0 | $0 | $100M | · | · | · | · | · | $1M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $511.0K | $73.0K | |
| Stock Repurchased | $22M | $22M | $22M | $12M | $2M | $29M | $66M | $25M | $18M | $9M | $19M | $30M | |
| Net Stock Activity | $-22M | $-22M | $-22M | $-12M | $-2M | $-29M | $-66M | $-25M | $-18M | $-9M | $-18M | $-30M | |
| Dividends Paid | $22M | $22M | $23M | $24M | $24M | $25M | $26M | $26M | $24M | $24M | $22M | $19M | |
| Financing Cash Flow | $-52M | $-47M | $-47M | $-37M | $68M | $-56M | $-97M | $-65M | $-52M | · | · | · | |
| Net Change in Cash | $216M | $-138M | $9M | $138M | $73M | $-5M | $16M | $-47M | $108M | $-91M | $82M | $-2M | |
| Taxes Paid | $36M | $28M | $10M | · | · | · | · | · | $69M | $63M | $65M | $45M | |
| Free Cash Flow | $377M | $130M | $67M | $320M | $227M | $12M | $73M | $223M | $240M | $113M | $207M | $114M | |
| Levered FCF | · | · | $62M | $314M | $227M | $12M | $73M | $223M | $240M | $113M | $207M | $113M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 11.4% | 3.9% | 4.8% | -1.8% | 1.8% | 1.8% | 5.0% | 14.2% | 14.2% | 14.5% | 19.5% | 19.8% | |
| Pretax Margin | 15.2% | 5.6% | 6.3% | -2.2% | 2.5% | 2.3% | 6.8% | 18.6% | 22.7% | 23.8% | 32.0% | 34.6% | |
| EBITDA Margin | 0.40% | 0.40% | 0.53% | 0.60% | 0.62% | 0.48% | 0.53% | · | · | · | · | · | |
| ROA | 6.4% | 2.3% | 2.6% | -0.90% | 1.1% | 1.1% | 2.6% | 7.1% | 8.5% | 9.7% | 11.2% | 8.0% | |
| ROE | 36.3% | 15.2% | 20.8% | -8.1% | 4.4% | 4.1% | 8.8% | 22.6% | 26.4% | 29.9% | 43.2% | 38.9% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | 0.7 | 0.6 | 0.4 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.5% | 9.3% | 13.8% | 9.0% | 4.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.5% | 10.7% | 9.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 214.4% | -9.5% | · | · | 8.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 45.7% | 54.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 60.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 210.5% | -11.8% | · | · | 6.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 42.4% | 51.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 57.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -2.0% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.60B | $1.52B | $1.39B | $1.22B | $1.12B | $1.07B | $939M | $824M | $752M | $685M | $547M | $369M | |
| Net Income TTM | $183M | $59M | $67M | $-22M | $20M | $19M | $47M | $117M | $107M | $99M | $106M | $73M | |
| Market Cap | $947M | $592M | $463M | $322M | $531M | $470M | $914M | $1.32B | $950M | $995M | $814M | $697M | |
| P/E | 5.3 | 10.5 | 7.2 | -14.7 | 26.2 | 25.2 | 20.6 | 11.6 | 9.1 | 10.2 | 7.8 | 9.8 | |
| P/S | 0.6 | 0.4 | 0.3 | 0.3 | 0.5 | 0.4 | 1.0 | 1.6 | 1.3 | 1.5 | 1.5 | 1.9 | |
| P/B | 1.7 | 1.6 | 1.4 | 1.1 | 1.2 | 1.0 | 1.8 | 2.6 | 2.2 | 2.7 | 2.8 | 3.5 | |
| P / Tangible Book | 1.7 | 1.6 | 1.4 | 1.1 | 1.2 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 2.5 | 4.3 | 6.5 | 1.0 | 2.3 | 16.0 | 10.8 | 5.7 | 3.9 | 8.2 | 3.7 | 5.7 | |
| P / FCF | 2.5 | 4.6 | 6.9 | 1.0 | 2.3 | 38.8 | 12.5 | 5.9 | 4.0 | 8.8 | 3.9 | 6.1 | |
| Dividend Yield | 2.3% | 3.8% | 5.0% | 7.4% | 4.6% | 5.2% | 2.9% | 1.9% | 2.5% | 2.4% | 2.7% | 2.8% | |
| Earnings Yield | 18.7% | 9.5% | 13.9% | -6.8% | 3.8% | 4.0% | 4.9% | 8.6% | 10.9% | 9.8% | 12.8% | 10.2% | |
| Payout Ratio | 12.1% | 37.9% | 34.8% | -106.8% | 118.5% | 128.5% | 56.1% | 21.8% | 22.4% | 24.3% | 20.9% | 26.4% | |
| Annual Payout | $22M | $22M | $23M | $24M | $24M | $25M | $26M | $26M | $24M | $24M | $22M | $19M |
Estado de resultados 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $427M | $394M | $408M | $401M | $400M | $395M | $385M | $388M | $380M | $368M | $375M | $360M | $340M | $317M | $330M | $313M | |
| SG&A Expense | · | · | · | · | · | $87M | · | $87M | $87M | $79M | · | $78M | $77M | $76M | $73M | $74M | |
| Interest Expense | · | · | · | · | · | · | · | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Pretax Income | $80M | $72M | $88M | $53M | $46M | $55M | $7M | $-18M | $48M | $47M | $26M | $-8M | $38M | $33M | $33M | $-93M | |
| Income Tax | $20M | $17M | $22M | $13M | $11M | $14M | $1M | $-2M | $12M | $14M | $6M | $-2M | $9M | $9M | $8M | $-21M | |
| Net Income | $59M | $54M | $67M | $40M | $35M | $41M | $6M | $-16M | $35M | $34M | $20M | $-6M | $29M | $24M | $25M | $-72M | |
| EPS (Basic) | $2.14 | $1.96 | $2.40 | $1.43 | $1.25 | $1.48 | $0.21 | $-0.57 | $1.24 | $1.17 | $0.70 | $-0.20 | $0.94 | $0.80 | $0.84 | $-2.36 | |
| EPS (Diluted) | $2.04 | $1.88 | $2.28 | $1.38 | $1.21 | $1.44 | $0.21 | $-0.57 | $1.21 | $1.14 | $0.70 | $-0.20 | $0.93 | $0.79 | $0.84 | $-2.36 | |
| Shares (Basic) | 27,618,000 | 27,651,000 | -56,024,000 | 27,851,000 | 27,972,000 | 28,091,000 | -57,326,000 | 28,355,000 | 28,600,000 | 28,869,000 | -60,435,000 | 29,617,000 | 30,265,000 | 30,382,000 | -61,829,000 | 30,604,000 | |
| Shares (Diluted) | 29,043,000 | 28,831,000 | -57,703,000 | 28,808,000 | 29,072,000 | 28,779,000 | -57,793,000 | 28,355,000 | 29,308,000 | 29,404,000 | -60,755,000 | 29,617,000 | 30,659,000 | 30,626,000 | -61,963,000 | 30,604,000 |
Balance general 13
| 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 | $532M | $596M | $409M | $405M | $367M | $398M | $259M | $334M | $283M | $396M | $397M | $344M | $292M | $330M | $389M | $307M | |
| PP&E (Net) | $49M | $49M | $49M | $50M | $48M | $48M | $49M | $49M | $49M | $49M | · | $49M | $50M | $50M | · | $53M | |
| Accum. Depreciation | · | · | $40M | · | · | · | $35M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $3.31B | $2.77B | $2.84B | $3.09B | $3.28B | $2.71B | $2.84B | $2.65B | $2.68B | $2.12B | · | $2.56B | $2.92B | $2.55B | · | $3.13B | |
| Total Liabilities | $2.67B | $2.18B | $2.29B | $2.59B | $2.82B | $2.29B | $2.47B | $2.25B | $2.29B | $1.76B | · | $2.26B | $2.58B | $2.23B | · | $2.87B | |
| Long-term Debt | $98M | $100M | $100M | $101M | $101M | $101M | $101M | $101M | $102M | $102M | · | $102M | $102M | $103M | · | $103M | |
| Common Stock | $483.0K | $483.0K | $482.0K | $481.0K | $476.0K | $476.0K | $475.0K | $472.0K | $472.0K | $472.0K | · | $473.0K | $473.0K | $472.0K | · | $471.0K | |
| Paid-in Capital | $127M | $124M | $124M | $124M | $124M | $122M | $122M | $121M | $119M | $116M | · | $116M | $115M | $113M | · | $111M | |
| Retained Earnings | $862M | $807M | $757M | $699M | $664M | $634M | $597M | $599M | $620M | $590M | · | $549M | $560M | $537M | · | $501M | |
| Treasury Stock | $317M | $312M | $305M | $298M | $290M | $283M | $283M | $275M | $271M | $265M | · | $257M | $245M | $239M | · | $237M | |
| Stockholders' Equity | $637M | $585M | $551M | $495M | $458M | $422M | $373M | $400M | $393M | $365M | $341M | $302M | $335M | $322M | $288M | $261M | |
| Liabilities + Equity | $3.31B | $2.77B | $2.84B | $3.09B | $3.28B | $2.71B | $2.84B | $2.65B | $2.68B | $2.12B | · | $2.56B | $2.92B | $2.55B | · | $3.13B | |
| Shares Outstanding | 27,830,000 | 27,905,000 | 28,008,000 | 28,048,000 | 27,927,000 | 28,190,000 | 28,096,000 | 28,286,000 | 28,513,000 | 28,758,000 | · | 29,186,000 | 30,080,000 | 30,440,000 | · | 30,513,000 |
Flujo de Efectivo 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $101M | $155M | $26M | $62M | $106M | $187M | $-101M | $83M | $73M | $83M | $340.0K | $69M | $52M | $-50M | $101M | $-2M | |
| CapEx | $902.0K | $2M | $1M | $1M | $977.0K | $1M | $891.0K | $2M | $2M | $3M | $1M | $1M | $1M | $690.0K | $511.0K | $595.0K | |
| Investing Cash Flow | $-87M | $-20M | $-4M | $-9M | $-59M | $-42M | $-21M | $-23M | $-110M | $-74M | $-789.0K | $934.0K | $-13M | $-3M | $-9M | $-17M | |
| Stock Repurchased | $5M | $7M | $7M | $8M | $7M | $0 | $8M | $4M | $5M | $5M | $4M | $12M | $6M | $0 | $2M | $2M | |
| Net Stock Activity | · | $-7M | · | · | · | $0 | · | · | · | $-5M | · | · | · | $0 | · | · | |
| Dividends Paid | $4M | $5M | $8M | $4M | $5M | $5M | $9M | $5M | $5M | $5M | $9M | $5M | $5M | $5M | $9M | $5M | |
| Financing Cash Flow | $-12M | $-14M | $-18M | $-15M | $-12M | $-6M | $-18M | $-9M | $-10M | $-10M | $-13M | $-17M | $-11M | $-6M | $-11M | $-8M | |
| Net Change in Cash | $2M | $121M | $4M | $38M | $35M | $139M | $-140M | $50M | $-47M | $-983.0K | $-13M | $53M | $28M | $-59M | $81M | $-27M | |
| Free Cash Flow | · | $153M | · | · | · | $186M | · | · | · | $80M | · | · | · | $-51M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $78M | · | · | · | $-52M | · | · |
Rentabilidad 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 13.9% | 13.8% | · | 9.9% | 8.8% | 10.5% | · | -4.2% | 9.3% | 9.2% | · | -1.6% | 8.4% | 7.6% | · | -23.1% | |
| Pretax Margin | 18.6% | 18.2% | · | 13.2% | 11.6% | 14.0% | · | -4.7% | 12.6% | 12.9% | · | -2.2% | 11.1% | 10.4% | · | -29.8% | |
| ROA | 1.8% | 2.0% | · | 1.4% | 1.2% | 1.7% | · | -0.62% | 1.3% | 1.4% | · | -0.21% | 1.1% | 1.1% | · | -2.7% | |
| ROE | 10.8% | 10.8% | · | 8.9% | 8.2% | 10.5% | · | -4.6% | 9.7% | 9.8% | · | -2.1% | 8.2% | 6.7% | · | -19.1% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 11
| 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 | $1.63B | $1.60B | · | $1.58B | $1.57B | $1.55B | · | $1.51B | $1.48B | $1.44B | · | $1.35B | $1.30B | $1.25B | · | $1.18B | |
| Net Income TTM | $220M | $196M | · | $122M | $66M | $67M | · | $73M | $83M | $76M | · | $72M | $6M | $-16M | · | $-95M | |
| Market Cap | $1.15B | $953M | · | $738M | $774M | $668M | · | $627M | $535M | $584M | · | $409M | $464M | $555M | · | $301M | |
| P/E | 5.5 | 5.1 | · | 6.2 | 12.1 | 10.3 | · | 9.0 | 6.6 | 8.0 | · | 6.0 | 85.7 | -35.7 | · | -3.2 | |
| P/S | 0.7 | 0.6 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.3 | 0.4 | 0.4 | · | 0.3 | |
| P/B | 1.8 | 1.6 | · | 1.5 | 1.7 | 1.6 | · | 1.6 | 1.4 | 1.6 | · | 1.4 | 1.4 | 1.7 | · | 1.2 | |
| P / Tangible Book | 1.8 | 1.6 | · | 1.5 | 1.7 | 1.6 | · | 1.6 | 1.4 | 1.6 | · | 1.4 | 1.4 | 1.7 | · | 1.2 | |
| P / Cash Flow | · | 6.2 | · | · | · | 3.6 | · | · | · | 7.0 | · | · | · | -11.0 | · | · | |
| P / FCF | · | 6.2 | · | · | · | 3.6 | · | · | · | 7.3 | · | · | · | -10.9 | · | · | |
| Earnings Yield | 18.3% | 19.8% | · | 16.1% | 8.3% | 9.7% | · | 11.1% | 15.1% | 12.6% | · | 16.7% | 1.2% | -2.8% | · | -31.5% | |
| Payout Ratio | · | 9.0% | · | · | · | 11.7% | · | · | · | 13.8% | · | · | · | 20.6% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.60B | $1.52B | $1.39B | $1.22B | $1.12B |
| Beneficio neto | $183M | $59M | $67M | $-22M | $20M |
| EPS Diluido | $6.32 | $2.01 | $2.22 | $-0.72 | $0.65 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $377M | $130M | $67M | $320M | $227M |
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) 237 declarantes · $706.7M 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 |
|---|---|---|---|---|
| 42 (+17 vs trimestre anterior) | 25 (+4 vs trimestre anterior) | 69 (-11 vs trimestre anterior) | 67 (+7 vs trimestre anterior) | +2.4M |
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 | $60 499 262 | 1 789 919 | 8,56% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $49 630 222 | 1 199 957 | 7,02% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $45 947 899 | 1 110 926 | 6,50% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $45 828 772 | 1 108 045 | 6,48% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $38 913 142 | 940 840 | 5,51% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $32 845 329 | 794 019 | 4,65% | Acciones |
| DONALD SMITH & CO., INC. | $29 848 933 | 721 686 | 4,22% | Acciones |
| STATE STREET CORP | $26 571 318 | 642 440 | 3,76% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $24 767 857 | 598 836 | 3,50% | Acciones |
| RENAISSANCERE HOLDINGS LTD | $24 144 769 | 583 771 | 3,42% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $21 183 765 | 512 180 | 3,00% | Acciones |
| Qube Research & Technologies Ltd | $15 387 823 | 372 046 | 2,18% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $13 596 107 | 328 726 | 1,92% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $12 822 448 | 310 021 | 1,81% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $12 391 621 | 299 604 | 1,75% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $11 342 070 | 274 228 | 1,60% | Acciones |
| TWO SIGMA ADVISERS, LP | $10 867 241 | 321 516 | 1,54% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10 340 372 | 250 009 | 1,46% | Acciones |
| GOLDMAN SACHS GROUP INC | $9 421 560 | 227 794 | 1,33% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $9 187 710 | 222 140 | 1,30% | Acciones |
| NORGES BANK | $7 664 008 | 185 300 | 1,08% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $6 881 022 | 166 369 | 0,97% | Acciones |
| Empowered Funds, LLC | $6 203 462 | 149 987 | 0,88% | Acciones |
| BlackRock, Inc. | $5 936 070 | 143 522 | 0,84% | Acciones |
| Trexquant Investment LP | $5 874 526 | 142 034 | 0,83% | Acciones |
| ArrowMark Colorado Holdings LLC | $5 583 600 | 135 000 | 0,79% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $5 194 816 | 125 600 | 0,74% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $4 888 380 | 118 191 | 0,69% | Acciones |
| Informed Momentum Co LLC | $4 608 083 | 111 414 | 0,65% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4 293 168 | 103 800 | 0,61% | Acciones |
| FMR LLC | $4 236 712 | 102 435 | 0,60% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $4 117 223 | 99 546 | 0,58% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 088 312 | 98 847 | 0,58% | Acciones |
| FIRST TRUST ADVISORS LP | $3 976 184 | 96 136 | 0,56% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 630 829 | 87 786 | 0,51% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 526 270 | 85 258 | 0,50% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $3 431 474 | 82 966 | 0,49% | Acciones |
| Sowell Financial Services LLC | $3 335 022 | 80 634 | 0,47% | Acciones |
| NFJ INVESTMENT GROUP, LLC | $3 009 933 | 72 774 | 0,43% | Acciones |
| FRANKLIN RESOURCES INC | $3 000 751 | 72 552 | 0,42% | Acciones |
| HIGHLAND CAPITAL MANAGEMENT, LLC | $2 836 014 | 68 569 | 0,40% | Acciones |
| Integrated Quantitative Investments LLC | $2 786 920 | 67 382 | 0,39% | Acciones |
| Skopos Labs, Inc. | $2 763 066 | 80 886 | 0,39% | Acciones |
| Point72 Asset Management, L.P. | $2 684 926 | 64 916 | 0,38% | Acciones |
| D. E. Shaw & Co., Inc. | $2 662 757 | 64 380 | 0,38% | Acciones |
| XTX Topco Ltd | $2 559 564 | 61 885 | 0,36% | Acciones |
| Allianz Asset Management GmbH | $2 471 339 | 72 346 | 0,35% | Acciones |
| JANUS HENDERSON GROUP PLC | $2 464 576 | 72 148 | 0,35% | Acciones |
| Brandywine Global Investment Management, LLC | $2 345 382 | 69 390 | 0,33% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2 228 476 | 53 880 | 0,32% | Acciones |
| JANE STREET GROUP, LLC | $2 181 781 | 52 751 | 0,31% | Acciones |
| PRUDENTIAL FINANCIAL INC | $2 130 288 | 51 506 | 0,30% | Acciones |
| Swiss National Bank | $2 092 816 | 50 600 | 0,30% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 897 680 | 45 882 | 0,27% | Acciones |
| LPL Financial LLC | $1 816 830 | 43 927 | 0,26% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $1 816 118 | 43 910 | 0,26% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 785 264 | 43 164 | 0,25% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $1 781 168 | 43 065 | 0,25% | Acciones |
| Pursuit Wealth Management LLC | $1 745 297 | 51 636 | 0,25% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 685 830 | 40 760 | 0,24% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $1 658 784 | 40 106 | 0,23% | Acciones |
| Unison Advisors LLC | $1 614 984 | 39 047 | 0,23% | Acciones |
| BARCLAYS PLC | $1 590 085 | 38 445 | 0,22% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1 559 603 | 37 708 | 0,22% | Acciones |
| Bank of New York Mellon Corp | $1 529 865 | 36 989 | 0,22% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1 522 000 | 36 800 | 0,22% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $1 517 540 | 36 691 | 0,21% | Acciones |
| Campbell & CO Investment Adviser LLC | $1 389 531 | 33 596 | 0,20% | Acciones |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1 385 560 | 33 500 | 0,20% | Acciones |
| Squarepoint Ops LLC | $1 381 383 | 33 399 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $1 349 361 | 32 625 | 0,19% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $1 311 319 | 31 705 | 0,19% | Acciones |
| Mitsubishi UFJ Trust & Banking Corp | $1 254 035 | 30 320 | 0,18% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $1 228 392 | 29 700 | 0,17% | Acciones |
| Vanguard Global Advisers, LLC | $1 114 942 | 26 957 | 0,16% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $1 097 529 | 26 536 | 0,16% | Acciones |
| Quantinno Capital Management LP | $1 054 735 | 25 501 | 0,15% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 019 689 | 24 654 | 0,14% | Acciones |
| Rockwood Wealth Management, LLC | $987 222 | 23 869 | 0,14% | Acciones |
| ExodusPoint Capital Management, LP | $968 444 | 23 415 | 0,14% | Acciones |
| A&I FINANCIAL SERVICES, LLC | $966 692 | 23 372 | 0,14% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $953 017 | 23 042 | 0,13% | Acciones |
| WELLS FARGO & COMPANY/MN | $880 017 | 21 277 | 0,12% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $854 102 | 25 003 | 0,12% | Acciones |
| Verdad Advisers, LP | $850 279 | 20 558 | 0,12% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $844 367 | 24 718 | 0,12% | Acciones |
| STRS OHIO | $831 336 | 20 100 | 0,12% | Acciones |
| Quadrature Capital Ltd | $816 364 | 19 738 | 0,12% | Acciones |
| Brevan Howard Capital Management LP | $809 663 | 19 576 | 0,11% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $798 248 | 19 300 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $794 112 | 19 200 | 0,11% | Opción de compra |
| VANGUARD ASSET MANAGEMENT, Ltd | $788 528 | 19 065 | 0,11% | Acciones |
| DENALI ADVISORS LLC | $740 675 | 17 908 | 0,10% | Acciones |
| UBS Group AG | $729 466 | 17 637 | 0,10% | Acciones |
| Quantbot Technologies LP | $677 601 | 16 383 | 0,10% | Acciones |
| VARCOV Co. | $668 502 | 16 163 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $637 234 | 15 407 | 0,09% | Acciones |
| Graham Capital Management, L.P. | $628 382 | 15 193 | 0,09% | Acciones |
| CITIGROUP INC | $616 429 | 14 904 | 0,09% | Acciones |
| HSBC HOLDINGS PLC | $613 767 | 14 872 | 0,09% | Acciones |
Informantes de la empresa 23 insiders · 6 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Frank Wilcox | CFO | 27 de marzo de 2026 M | 136 272 | 0 | 0 | $0 |
| George R Deheer | CFO, Principal Acct. Officer | 20 de septiembre de 2013 M | 21 742 | 0 | 0 | $0 |
| James M Lynch | Executive VP and CFO | 19 de mayo de 2010 A | 46 657 | 0 | 0 | $0 |
| Kimberly D Cooper | CIO & CAO | 27 de marzo de 2026 M | 7 422 | 0 | 3 | $-122 523 |
| Gary Lloyd Ropiecki | Principal Accounting Officer | 19 de diciembre de 2024 M | 5 448 | 0 | 0 | $0 |
| UNIVERSAL INSURANCE HOLDINGS, INC. | Sean P. Downes | 4 de febrero de 2010 A | 2 237 490 | 0 | 0 | $0 |
| Carol G Barton | Consejero | 11 de junio de 2026 A | 8 642 | 0 | 0 | $0 |
| Marlene Gordon | Consejero | 11 de junio de 2026 A | 28 475 | 0 | 0 | $0 |
| Scott P. Callahan | Consejero | 11 de junio de 2026 A | 32 511 | 0 | 0 | $0 |
| Shannon A Brown | Consejero | 11 de junio de 2026 A | 16 138 | 0 | 0 | $0 |
| Jon Springer | Consejero | 11 de junio de 2026 A | 250 734 | 0 | 1 | $-1 113 013 |
| Francis Xavier Mccahill III | Consejero | 11 de junio de 2026 A | 29 475 | 0 | 0 | $0 |
| Richard D Peterson | Consejero | 11 de junio de 2026 A | 22 550 | 0 | 1 | $-68 200 |
| Ozzie A Schindler | Consejero | 11 de junio de 2026 A | 44 204 | 0 | 0 | $0 |
| Michael Pietrangelo | Consejero | 11 de junio de 2026 A | 84 707 | 0 | 2 | $-295 455 |
| Joel Wilentz | Consejero | 20 de junio de 2023 A | 255 890 | 0 | 0 | $0 |
| Ralph J. Palmieri | Consejero | 14 de marzo de 2019 A | 4 017 | 0 | 0 | $0 |
| Darryl L. Lewis | Consejero | 1 de agosto de 2018 M | 20 120 | 0 | 0 | $0 |
| Reed Slogoff | Consejero | 12 de marzo de 2014 M | 194 806 | 0 | 0 | $0 |
| Bradley I Meier | Propietario del 10% | 2 de enero de 2014 S | 2 633 873 | 0 | 0 | $0 |
| Sean P. Downes | — | 5 de agosto de 2026 S | 1 104 645 | 0 | 11 | $-5 883 727 |
| Stephen J. Donaghy | — | 27 de marzo de 2026 M | 699 461 | 0 | 0 | $0 |
| Norman M Meier | — | 24 de julio de 2013 C | 241 933 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 7 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Sean P. Downes ×9 presentaciones | 30 de julio de 2025 | 6,60% | Enmienda | — | SEC |
| Stephen J. Donaghy | 7 de abril de 2025 | 5,19% | Presentación inicial | — | SEC |
| Bradley I. Meier ×13 presentaciones | 28 de marzo de 2014 | — | Presentación inicial | Inversión pasiva | SEC |
| Sean P. Downes (2) | 3 de abril de 2013 | — | Presentación inicial | — | SEC |
| Bradley I. Meier (2) | 26 de junio de 2012 | — | Presentación inicial | — | SEC |
| Marty Steinberg, as the Receiver of Lancer Offshore, Inc. ×3 presentaciones | 31 de octubre de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 10 de febrero de 2005 | — | 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 59 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 |
|---|---|---|---|---|
| DEEP · ETF Series Solutions | 0,99% | 7 022 NS | 31 de mayo de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,79% | 10 956 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,44% | 11 821 NS | 31 de mayo de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,44% | 44 924 SH | 8 de agosto de 2026 | Diario |
| SVAL · iShares Trust | 0,43% | 19 869 SH | 8 de agosto de 2026 | Diario |
| JSMD · Janus Detroit Street Trust | 0,31% | 77 252 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,26% | 86 202 SH | 8 de agosto de 2026 | Diario |
| BFOR · ALPS ETF Trust | 0,25% | 14 364 NS | 31 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,21% | 1 335 NS | 30 de abril de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,18% | 29 857 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,14% | 37 304 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,12% | 72 924 NS | 30 de abril de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,12% | 14 193 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,12% | 873 921 NS | 31 de mayo de 2026 | N-PORT |
| IAK · iShares Trust | 0,12% | 14 567 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,11% | 7 325 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,09% | 66 752 NS | 31 de mayo de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,09% | 6 607 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,07% | 239 425 SH | 8 de agosto de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,07% | 33 152 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 22 126 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,06% | 54 378 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,06% | 193 838 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,04% | 29 341 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,04% | 663 203 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,03% | 11 044 NS | 30 de abril de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 5 845 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 146 347 SH | 8 de agosto de 2026 | Diario |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,03% | 81 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,03% | 4 688 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 93 183 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 1 197 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 4 945 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 121 546 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 1 188 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,02% | 2 866 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 936 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 7 317 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 617 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 288 900 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 41 089 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,01% | 944 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 829 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 4 004 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 4 069 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 24 459 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 67 111 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 207 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 24 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 665 NS | 30 de abril de 2026 | N-PORT |