UVSP Univest Financial Corporation - Common Stock
$42,55
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 28, 2026
Rango 52S
$28–$45
83% of range
Calificación del Analista
HOLD
8 analysts
Precio Objetivo
$46
+7% upside
P/E (TTM)
13.6
ROE
9.8%
Margen de Beneficio Neto
27.7%
UVSP Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$42.55
Capitalización Bursátil
$1.20B
P/E (TTM)
13.6
BPA (TTM)
$3.13
Ingresos (TTM)
$328M
Rendimiento div.
2.1%
ROE
9.8%
Deuda/Capital
0.0
Rango 52S
$28 – $45
UVSP 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
$328M
2022-12-31
→
2025-12-31
BPA
$3.13
2022-12-31
→
2025-12-31
Flujo de caja libre
$97M
2022-12-31
→
2025-12-31
Márgenes
27.7%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
UVSP
Mediana de Pares
P/E (TTM)
13.6
15.6
P/S (TTM) (P/V (TTM))
3.7
1.8
P/B (P/C)
1.3
1.0
Price / FCF (Precio / FCF)
12.4
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
UVSP
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
27.7%
24.6%
ROA
1.1%
1.0%
ROE
9.8%
9.3%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
UVSP
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
0.1
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
UVSP
Mediana de Pares
Revenue YoY (Ingresos interanuales)
9.6%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.5%
—
EPS YoY (EPS interanual)
21.3%
—
Net Income YoY (Beneficio Neto interanual)
19.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
UVSP
Mediana de Pares
Payout Ratio (Ratio de Pago)
27.9%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.1%
Ratio de Pago
27.9%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 5 de agosto de 2026 | $0,2300 |
| 6 de mayo de 2026 | $0,2300 |
| 11 de febrero de 2026 | $0,2200 |
| 5 de noviembre de 2025 | $0,2200 |
| 6 de agosto de 2025 | $0,2200 |
| 7 de mayo de 2025 | $0,2200 |
| 5 de febrero de 2025 | $0,2100 |
| 6 de noviembre de 2024 | $0,2100 |
| 7 de agosto de 2024 | $0,2100 |
| 7 de mayo de 2024 | $0,2100 |
| 6 de febrero de 2024 | $0,2100 |
| 7 de noviembre de 2023 | $0,2100 |
| 8 de agosto de 2023 | $0,2100 |
| 9 de mayo de 2023 | $0,2100 |
| 7 de febrero de 2023 | $0,2100 |
| 8 de noviembre de 2022 | $0,2100 |
| 9 de agosto de 2022 | $0,2100 |
| 10 de mayo de 2022 | $0,2100 |
| 8 de febrero de 2022 | $0,2000 |
| 9 de noviembre de 2021 | $0,2000 |
UVSP Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
8 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 5 62,5%
- Venta 1 12,5%
- Venta fuerte 2 25,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-16
Mediana
$46.00
Media
$45.50
← Por Debajo de Todos los Objetivos
$42.55
Mín
$43.50
Máx
$47.00
Objetivo mediano
$46.00
+8,1%
Objetivo medio
$45.50
+6,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.08%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.02 | $0.89 | 0.13% |
| 31 de marzo de 2026 | $0.98 | $0.85 | 0.13% |
| 31 de diciembre de 2025 | $0.79 | $0.78 | 0.01% |
| 30 de septiembre de 2025 | $0.89 | $0.78 | 0.11% |
| 30 de junio de 2025 | $0.69 | $0.70 | -0.01% |
| 31 de marzo de 2025 | $0.77 | $0.66 | 0.11% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| UVSP | $922M | 10.5 | 9.6% | 27.7% | 9.8% | — |
| HBT | $813M | 10.6 | 5.6% | 32.5% | 12.9% | — |
| OSBC | $1.03B | 12.0 | 18.9% | 23.7% | 9.9% | — |
| HFWA | $803M | 12.1 | 13.5% | 27.4% | 7.5% | — |
| MCB | $770M | 11.5 | -53.8% | 643.2% | 9.7% | — |
| AMTB | — | 15.5 | 30.8% | 11.9% | 5.6% | — |
| FSBC | $765M | 12.3 | 25.6% | 38.9% | 14.3% | — |
| CFFN | $839M | 12.2 | 6.5% | 417.3% | 6.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $328M | $299M | $297M | $296M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Interest Expense | · | · | $152M | $34M | $21M | $30M | $45M | $32M | $20M | $12M | $8M | $4M | |
| Interest Income | $430M | $412M | $372M | $252M | $210M | $204M | $214M | $190M | $163M | $127M | $102M | $76M | |
| Pretax Income | $113M | $95M | $89M | $97M | $114M | $57M | $80M | $61M | $62M | $23M | $37M | $30M | |
| Income Tax | $23M | $19M | $18M | $19M | $23M | $10M | $14M | $10M | $18M | $4M | $10M | $7M | |
| Net Income | $91M | $76M | $71M | $78M | $92M | $47M | $66M | $51M | $44M | $20M | $27M | $22M | |
| EPS (Basic) | $3.16 | $2.60 | $2.42 | $2.66 | $3.12 | $1.60 | $2.24 | $1.72 | $1.64 | $0.85 | $1.39 | $1.37 | |
| EPS (Diluted) | $3.13 | $2.58 | $2.41 | $2.64 | $3.11 | $1.60 | $2.24 | $1.72 | $1.64 | $0.84 | $1.39 | $1.37 | |
| Shares (Basic) | · | · | 29,433,000 | 29,393,000 | 29,395,000 | 29,198,000 | 29,193,000 | 29,177,000 | 26,606,000 | 22,871,000 | 19,491,000 | 16,056,000 | |
| Shares (Diluted) | 28,977,000 | 29,401,000 | 29,533,000 | 29,551,000 | 29,554,000 | 29,268,000 | 29,261,000 | 29,259,000 | 26,708,000 | 22,931,000 | 19,522,000 | 16,079,000 |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $46M | $47M | $51M | $51M | $57M | $56M | $57M | $60M | $62M | $64M | $42M | $37M | |
| PP&E (Gross) | $88M | $96M | $101M | $99M | $103M | $101M | $97M | $101M | $104M | $103M | $79M | $72M | |
| Accum. Depreciation | $42M | $49M | $49M | $48M | $47M | $45M | $40M | $42M | $42M | $39M | $37M | $35M | |
| Goodwill | $176M | $176M | $176M | $176M | $176M | $173M | $173M | $173M | $173M | $173M | $113M | $68M | |
| Intangibles | $7M | $8M | $11M | $11M | $12M | $9M | $10M | $12M | $14M | $17M | $13M | $12M | |
| Total Assets | $8.44B | $8.13B | $7.78B | $7.22B | $7.12B | $6.34B | $5.38B | $4.98B | $4.55B | $4.23B | $2.88B | $2.24B | |
| Short-term Debt | $24M | $11M | $6M | $197M | $20M | $18M | $19M | $190M | $105M | $196M | $24M | · | |
| Total Liabilities | $7.49B | $7.24B | $6.94B | $6.45B | $6.35B | $5.64B | $4.71B | $4.36B | $3.95B | $3.73B | $2.52B | $1.95B | |
| Long-term Debt | · | · | · | · | · | · | $150M | $145M | $156M | $128M | $0 | · | |
| Total Debt | $24M | $11M | $6M | $197M | $20M | $18M | $19M | $190M | $105M | $196M | · | · | |
| Common Stock | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $145M | $110M | $91M | |
| Retained Earnings | $591M | $526M | $475M | $429M | $375M | $307M | $289M | $248M | $217M | $195M | $193M | $182M | |
| Treasury Stock | $84M | $55M | $44M | $49M | $42M | $46M | $45M | $46M | $44M | $45M | $47M | $37M | |
| AOCI | $-25M | $-44M | $-51M | $-62M | $-16M | $-22M | $-22M | $-28M | $-18M | $-19M | $-17M | $-14M | |
| Stockholders' Equity | $943M | $887M | $839M | $776M | $774M | $692M | $675M | $624M | $603M | $505M | $362M | $285M | |
| Liabilities + Equity | $8.44B | $8.13B | $7.78B | $7.22B | $7.12B | $6.34B | $5.38B | $4.98B | $4.55B | $4.23B | $2.88B | $2.24B | |
| Shares Outstanding | 28,156,917 | 29,045,877 | 29,511,721 | 29,271,915 | 29,500,542 | 29,295,052 | 29,334,629 | 29,270,852 | 29,334,859 | 26,589,353 | 19,530,930 | 16,221,607 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $5M | $4M | $4M | $4M | $1M | $2M | $3M | $3M | $2M | $1M | $1M | |
| Deferred Tax | $508.0K | $-1M | $-710.0K | $-545.0K | $4M | $-10M | $-2M | $-599.0K | $7M | $942.0K | $4M | $4M | |
| Amort. of Intangibles | $469.0K | $648.0K | $845.0K | $1M | $965.0K | $1M | $2M | $3M | $4M | $4M | $4M | $3M | |
| Restructuring | $0 | $0 | $2M | $184.0K | $0 | $1M | $0 | $571.0K | $0 | $2M | $2M | $0 | |
| Operating Cash Flow | $102M | $75M | $90M | $109M | $102M | $51M | $73M | $86M | $69M | $33M | $39M | $30M | |
| CapEx | $5M | $3M | $7M | $5M | $6M | $4M | $4M | $4M | $4M | $13M | $6M | $6M | |
| Investing Cash Flow | $-84M | $-260M | $-454M | $-898M | $-127M | $-867M | $-343M | $-431M | $-332M | $-314M | $-190M | $-36M | |
| Debt Issued | · | · | · | · | · | · | $25M | $10M | $95M | $20M | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | · | $5M | $-10M | $30M | $5M | · | · | |
| Stock Repurchased | $35M | $19M | $462.0K | $11M | $295.0K | $4M | $2M | $6M | $4M | $8M | $13M | $5M | |
| Net Stock Activity | $-35M | $-19M | $-462.0K | $-11M | $-295.0K | $-4M | $-2M | $-6M | $-4M | $-8M | $-13M | $-5M | |
| Dividends Paid | $25M | $25M | $25M | $25M | $24M | $18M | $23M | $23M | $21M | $17M | $15M | $13M | |
| Financing Cash Flow | $207M | $264M | $462M | $51M | $695M | $911M | $286M | $379M | $281M | $278M | $151M | $6M | |
| Taxes Paid | $21M | $21M | $21M | $12M | $27M | $17M | $17M | $2M | $13M | $8M | $2M | $6M | |
| Free Cash Flow | $97M | $72M | $83M | $104M | $96M | $47M | $71M | $83M | $65M | $21M | $30M | $26M | |
| Levered FCF | · | · | $-39M | $77M | $79M | $23M | $34M | $56M | $51M | $10M | $24M | $23M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 27.7% | 25.4% | 24.0% | 26.4% | · | · | · | · | · | · | · | 18.4% | |
| Pretax Margin | 34.5% | 31.9% | 29.9% | 32.8% | · | · | · | · | · | · | · | 24.6% | |
| ROA | 1.1% | 0.95% | 0.91% | 1.1% | 1.3% | 0.74% | 1.2% | 1.0% | 0.98% | 0.47% | 0.95% | 1.0% | |
| ROE | 9.8% | 8.6% | 8.6% | 10.2% | 12.0% | 6.9% | 9.8% | 8.2% | 7.8% | 3.9% | 7.6% | 7.7% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.3 | 0.2 | 0.4 | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.6% | 0.81% | 0.22% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 21.3% | 7.0% | -8.7% | -15.1% | 94.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.8% | -6.0% | 14.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 14.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 19.5% | 6.8% | -9.0% | -14.9% | 95.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.1% | -6.1% | 14.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 7.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $328M | $299M | $297M | $296M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Income TTM | $91M | $76M | $71M | $78M | $92M | $47M | $66M | $51M | $44M | $20M | $27M | $22M | |
| Market Cap | $922M | $857M | $650M | $765M | $883M | $603M | $786M | $631M | $823M | $822M | $407M | $328M | |
| P/E | 10.5 | 11.4 | 9.1 | 9.9 | 9.6 | 12.9 | 12.0 | 12.5 | 17.1 | 36.8 | 15.0 | 14.8 | |
| P/S | 2.8 | 2.9 | 2.2 | 2.6 | · | · | · | · | · | · | · | · | |
| P/B | 1.0 | 1.0 | 0.8 | 1.0 | 1.1 | 0.9 | 1.2 | 1.0 | 1.4 | 1.6 | 1.1 | 1.2 | |
| P / Tangible Book | 1.2 | 1.2 | 1.0 | 1.3 | 1.5 | 1.2 | · | · | · | · | · | · | |
| P / Cash Flow | 9.1 | 11.4 | 7.2 | 7.0 | 8.6 | 11.8 | 10.7 | 7.3 | 12.0 | 24.7 | 11.4 | 10.3 | |
| P / FCF | 9.5 | 11.9 | 7.8 | 7.3 | 9.2 | 12.7 | 11.1 | 7.6 | 12.7 | 39.8 | 13.7 | 12.5 | |
| Dividend Yield | 2.8% | 2.9% | 3.9% | 3.2% | 2.7% | 2.9% | 3.0% | 3.7% | 2.6% | 2.1% | 3.7% | 4.0% | |
| Earnings Yield | 9.6% | 8.7% | 10.9% | 10.1% | 10.4% | 7.8% | 8.4% | 8.0% | 5.9% | 2.7% | 6.7% | 6.8% | |
| Payout Ratio | 27.9% | 32.7% | 35.2% | 31.5% | 25.7% | 37.4% | 35.7% | 46.5% | 48.3% | 87.3% | 55.0% | 58.5% | |
| Annual Payout | $25M | $25M | $25M | $25M | $24M | $18M | $23M | $23M | $21M | $17M | $15M | $13M |
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 | $84M | $87M | $85M | $83M | $81M | $79M | $77M | $73M | $72M | $77M | · | · | · | · | · | · | |
| Interest Expense | · | · | · | · | · | · | · | · | $49M | $47M | · | $44M | $36M | $24M | $15M | $9M | |
| Interest Income | $108M | $106M | $112M | $110M | $106M | $103M | $107M | $106M | $100M | $99M | $101M | $97M | $90M | $83M | $77M | $67M | |
| Pretax Income | $29M | $33M | $29M | $32M | $25M | $28M | $24M | $23M | $23M | $26M | $20M | $21M | $21M | $26M | $30M | $26M | |
| Income Tax | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $5M | $6M | $5M | |
| Net Income | $23M | $27M | $23M | $26M | $20M | $22M | $19M | $19M | $18M | $20M | $16M | $17M | $17M | $21M | $24M | $21M | |
| EPS (Basic) | $0.83 | $0.97 | $0.81 | $0.89 | $0.69 | $0.77 | $0.65 | $0.64 | $0.62 | $0.69 | $0.55 | $0.58 | $0.57 | $0.72 | $0.81 | $0.71 | |
| EPS (Diluted) | $0.82 | $0.96 | $0.78 | $0.89 | $0.69 | $0.77 | $0.64 | $0.63 | $0.62 | $0.69 | $0.55 | $0.58 | $0.57 | $0.71 | $0.80 | $0.71 | |
| Shares (Basic) | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 29,291,000 | |
| Shares (Diluted) | 27,964,000 | 28,309,000 | -58,301,000 | 28,960,000 | 29,047,000 | 29,271,000 | -58,862,000 | 29,346,000 | 29,353,000 | 29,564,000 | -59,035,000 | 29,558,000 | 29,504,000 | 29,506,000 | -59,219,000 | 29,432,000 |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $44M | $45M | $46M | $46M | $47M | $47M | $47M | $47M | $48M | $49M | · | $51M | $52M | $52M | · | $51M | |
| PP&E (Gross) | · | · | $88M | · | · | · | $96M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $42M | · | · | · | $49M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | |
| Intangibles | $8M | $8M | $7M | $8M | $8M | $8M | $8M | $7M | $8M | $7M | · | $11M | $11M | $11M | · | $12M | |
| Total Assets | $8.20B | $8.14B | $8.44B | $8.57B | $7.94B | $7.98B | $8.13B | $8.21B | $7.86B | $7.75B | · | $7.83B | $7.60B | $7.36B | · | $6.91B | |
| Short-term Debt | $19M | $26M | $24M | $12M | $6M | $4M | $11M | $8M | $12M | $5M | · | $15M | $245M | $272M | · | $81M | |
| Total Liabilities | $7.25B | $7.19B | $7.49B | $7.64B | $7.02B | $7.07B | $7.24B | $7.33B | $7.00B | $6.90B | · | $7.02B | $6.79B | $6.56B | · | $6.15B | |
| Total Debt | $19M | $26M | · | $12M | $6M | $4M | · | $8M | $12M | $5M | · | $15M | $245M | $272M | · | $81M | |
| Common Stock | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | · | $158M | $158M | $158M | · | $158M | |
| Retained Earnings | $628M | $612M | $591M | $575M | $555M | $542M | $526M | $513M | $500M | $489M | · | $465M | $454M | $443M | · | $411M | |
| Treasury Stock | $108M | $93M | $84M | $70M | $63M | $59M | $55M | $53M | $50M | $47M | · | $44M | $45M | $45M | · | $49M | |
| AOCI | $-27M | $-26M | $-25M | $-32M | $-35M | $-38M | $-44M | $-42M | $-54M | $-55M | · | $-72M | $-61M | $-56M | · | $-65M | |
| Stockholders' Equity | $954M | $952M | $943M | $933M | $917M | $903M | $887M | $877M | $854M | $844M | $839M | $807M | $805M | $798M | $776M | $754M | |
| Liabilities + Equity | $8.20B | $8.14B | $8.44B | $8.57B | $7.94B | $7.98B | $8.13B | $8.21B | $7.86B | $7.75B | · | $7.83B | $7.60B | $7.36B | · | $6.91B | |
| Shares Outstanding | 27,585,768 | 27,949,173 | 28,156,917 | 28,576,346 | 28,810,805 | 28,962,648 | 29,045,877 | 29,081,108 | 29,190,640 | 29,337,919 | · | 29,508,128 | 29,471,124 | 29,427,696 | · | 29,242,451 |
Flujo de Efectivo 12
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $965.0K | $1M | $1M | $1M | $1M | $1M | |
| Restructuring | $0 | $427.0K | · | · | $0 | $0 | $0 | $0 | $0 | · | $189.0K | $0 | $1M | · | $184.0K | $0 | |
| Operating Cash Flow | $24M | $22M | $31M | $32M | $23M | $16M | $28M | $39M | $-3M | $12M | $28M | $22M | $19M | $21M | $26M | $24M | |
| CapEx | $1M | $578.0K | $670.0K | $622.0K | $1M | $2M | $637.0K | $615.0K | $812.0K | $1M | $2M | $946.0K | $2M | $3M | $2M | $2M | |
| Investing Cash Flow | $-92M | $-37M | $-125M | $17M | $27M | $-3M | $-104M | $-46M | $-95M | $-14M | $19M | $-88M | $-237M | $-149M | $-273M | $-203M | |
| Stock Repurchased | $17M | $12M | $15M | $8M | $5M | $7M | $4M | $4M | $4M | $6M | $462.0K | $0 | $0 | $0 | $0 | $4M | |
| Net Stock Activity | · | $-12M | · | · | · | $-7M | · | · | · | $-6M | · | · | · | · | · | · | |
| Dividends Paid | $6M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | |
| Financing Cash Flow | $41M | $-316M | $-169M | $608M | $-59M | $-172M | $-99M | $321M | $87M | $-45M | $-88M | $216M | $220M | $114M | $287M | $198M | |
| Taxes Paid | · | · | $7M | $3M | $11M | $70.0K | $5M | $5M | $11M | $122.0K | $8M | $5M | $8M | $65.0K | $5M | $4M | |
| Free Cash Flow | · | $22M | · | · | · | $14M | · | · | · | $11M | · | · | · | $18M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-27M | · | · | · | $-1M | · | · |
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 | 27.2% | 31.0% | · | 30.8% | 24.6% | 28.3% | · | 25.3% | 25.1% | 26.4% | · | 23.5% | 22.7% | 26.6% | · | 27.3% | |
| Pretax Margin | 33.9% | 38.3% | · | 38.5% | 30.9% | 34.8% | · | 31.9% | 31.4% | 33.2% | · | 29.4% | 28.2% | 33.0% | · | 34.1% | |
| ROA | 0.28% | 0.34% | · | 0.31% | 0.25% | 0.28% | · | 0.23% | 0.23% | 0.27% | · | 0.23% | 0.23% | 0.29% | · | 0.30% | |
| ROE | 2.5% | 2.9% | · | 2.8% | 2.3% | 2.6% | · | 2.2% | 2.2% | 2.5% | · | 2.2% | 2.1% | 2.7% | · | 2.8% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.3 | 0.3 | · | 0.1 |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 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 | $336M | $331M | · | $317M | $306M | $302M | · | · | · | · | · | $0 | $0 | $0 | · | $0 | |
| Net Income TTM | $96M | $95M | · | $87M | $79M | $79M | · | $74M | $72M | $75M | · | $76M | $72M | $75M | · | $75M | |
| Market Cap | $1.21B | $958M | · | $858M | $865M | $821M | · | $818M | $666M | $611M | · | $513M | $533M | $699M | · | $687M | |
| P/E | 13.0 | 10.4 | · | 10.1 | 11.1 | 10.5 | · | 11.2 | 9.3 | 8.2 | · | 6.8 | 7.4 | 9.3 | · | 9.2 | |
| P/S | 3.6 | 2.9 | · | 2.7 | 2.8 | 2.7 | · | · | · | · | · | · | · | · | · | · | |
| P/B | 1.3 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.8 | 0.7 | · | 0.6 | 0.7 | 0.9 | · | 0.9 | |
| P / Tangible Book | 1.6 | 1.2 | · | 1.1 | 1.2 | 1.1 | · | 1.2 | 1.0 | 0.9 | · | 0.8 | 0.9 | 1.1 | · | 1.2 | |
| P / Cash Flow | · | 43.3 | · | · | · | 52.6 | · | · | · | 52.8 | · | · | · | 33.7 | · | · | |
| P / FCF | · | 44.4 | · | · | · | 60.2 | · | · | · | 58.0 | · | · | · | 38.5 | · | · | |
| Earnings Yield | 7.7% | 9.7% | · | 9.9% | 9.0% | 9.6% | · | 9.0% | 10.8% | 12.2% | · | 14.8% | 13.5% | 10.7% | · | 10.9% | |
| Payout Ratio | · | 24.1% | · | · | · | 28.6% | · | · | · | 30.6% | · | · | · | 29.4% | · | · |
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 | $328M | $299M | $297M | — | — |
| Beneficio neto | $91M | $76M | $71M | — | — |
| EPS Diluido | $3.13 | $2.58 | $2.41 | — | — |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | 0.0 | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $97M | $72M | $83M | — | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 240 declarantes · $675.1M 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 |
|---|---|---|---|---|
| 37 (+1 vs trimestre anterior) | 15 (+1 vs trimestre anterior) | 73 (-2 vs trimestre anterior) | 58 (+6 vs trimestre anterior) | -28K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $80 232 660 | 1 833 889 | 11,88% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $51 960 125 | 1 187 660 | 7,70% | Acciones |
| STATE STREET CORP | $43 399 344 | 991 985 | 6,43% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $37 024 837 | 846 282 | 5,48% | Acciones |
| PZENA INVESTMENT MANAGEMENT LLC | $36 514 975 | 834 628 | 5,41% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $33 426 138 | 764 026 | 4,95% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $31 408 498 | 717 805 | 4,65% | Acciones |
| FMR LLC | $22 828 356 | 521 791 | 3,38% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $22 565 769 | 515 789 | 3,34% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $18 561 025 | 424 252 | 2,75% | Acciones |
| Assenagon Asset Management S.A. | $15 670 506 | 358 183 | 2,32% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15 368 544 | 351 281 | 2,28% | Acciones |
| Leeward Investments, LLC - MA | $14 062 913 | 321 438 | 2,08% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13 908 475 | 317 908 | 2,06% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11 688 644 | 267 169 | 1,73% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10 471 650 | 239 352 | 1,55% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10 338 519 | 236 309 | 1,53% | Acciones |
| UNIVEST FINANCIAL Corp | $9 070 935 | 207 336 | 1,34% | Acciones |
| BlackRock, Inc. | $8 040 025 | 183 772 | 1,19% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $8 017 538 | 183 258 | 1,19% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $7 984 191 | 182 496 | 1,18% | Acciones |
| GOLDMAN SACHS GROUP INC | $6 915 956 | 158 079 | 1,02% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $6 383 781 | 145 915 | 0,95% | Acciones |
| Empowered Funds, LLC | $6 090 656 | 139 215 | 0,90% | Acciones |
| Trexquant Investment LP | $5 973 625 | 136 540 | 0,88% | Acciones |
| Point72 Asset Management, L.P. | $5 766 513 | 131 806 | 0,85% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $5 620 125 | 128 460 | 0,83% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 471 724 | 125 068 | 0,81% | Acciones |
| Man Group plc | $5 454 881 | 124 683 | 0,81% | Acciones |
| MORGAN STANLEY | $5 235 563 | 119 670 | 0,78% | Acciones |
| Qube Research & Technologies Ltd | $5 007 144 | 114 449 | 0,74% | Acciones |
| ALGERT GLOBAL LLC | $4 215 794 | 96 361 | 0,62% | Acciones |
| Bank of New York Mellon Corp | $3 824 013 | 87 406 | 0,57% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 571 750 | 81 640 | 0,53% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $3 538 413 | 80 878 | 0,52% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 199 046 | 73 121 | 0,47% | Acciones |
| PRUDENTIAL FINANCIAL INC | $3 064 731 | 70 051 | 0,45% | Acciones |
| State of New Jersey Common Pension Fund D | $3 037 738 | 69 434 | 0,45% | Acciones |
| Campbell & CO Investment Adviser LLC | $2 857 269 | 65 309 | 0,42% | Acciones |
| Integrated Quantitative Investments LLC | $2 827 562 | 64 630 | 0,42% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 720 039 | 83 080 | 0,40% | Acciones |
| Swiss National Bank | $2 488 413 | 56 878 | 0,37% | Acciones |
| HSBC HOLDINGS PLC | $2 317 164 | 52 472 | 0,34% | Acciones |
| ROYCE & ASSOCIATES LP | $2 225 344 | 50 865 | 0,33% | Acciones |
| BARCLAYS PLC | $2 137 013 | 48 846 | 0,32% | Acciones |
| LOGAN CAPITAL MANAGEMENT INC | $2 126 250 | 48 600 | 0,31% | Acciones |
| Everhart Financial Group, Inc. | $2 094 794 | 47 881 | 0,31% | Acciones |
| Quantinno Capital Management LP | $1 746 307 | 39 915 | 0,26% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 721 215 | 39 342 | 0,25% | Acciones |
| Smartleaf Asset Management LLC | $1 679 220 | 38 000 | 0,25% | Acciones |
| RHUMBLINE ADVISERS | $1 652 080 | 37 762 | 0,24% | Acciones |
| Compass Ion Advisors, LLC | $1 629 907 | 37 255 | 0,24% | Acciones |
| Savant Capital, LLC | $1 341 418 | 34 781 | 0,20% | Acciones |
| Cubist Systematic Strategies, LLC | $1 301 914 | 43 368 | 0,19% | Acciones |
| IEQ CAPITAL, LLC | $1 295 438 | 29 610 | 0,19% | Acciones |
| DEUTSCHE BANK AG\ | $1 263 325 | 28 876 | 0,19% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 211 776 | 35 370 | 0,18% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 160 776 | 26 532 | 0,17% | Acciones |
| AlphaQuest LLC | $1 153 496 | 35 232 | 0,17% | Acciones |
| Graves Light Lenhart Wealth, Inc. | $1 069 688 | 24 450 | 0,16% | Acciones |
| Bernardo Wealth Planning LLC | $1 061 870 | 24 271 | 0,16% | Acciones |
| BLB&B Advisors, LLC | $1 023 405 | 23 392 | 0,15% | Acciones |
| SEI INVESTMENTS CO | $972 038 | 22 218 | 0,14% | Acciones |
| IVC Wealth Advisors LLC | $959 744 | 21 937 | 0,14% | Acciones |
| LPL Financial LLC | $957 149 | 21 878 | 0,14% | Acciones |
| Legato Capital Management LLC | $935 769 | 21 389 | 0,14% | Acciones |
| Global Retirement Partners, LLC | $933 056 | 21 327 | 0,14% | Acciones |
| GABELLI FUNDS LLC | $918 750 | 21 000 | 0,14% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $913 783 | 26 672 | 0,14% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $912 344 | 26 630 | 0,14% | Acciones |
| STRS OHIO | $866 250 | 19 800 | 0,13% | Acciones |
| Mariner, LLC | $839 123 | 19 179 | 0,12% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $828 800 | 18 944 | 0,12% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $827 969 | 18 925 | 0,12% | Acciones |
| Bison Wealth, LLC | $825 180 | 18 665 | 0,12% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $817 849 | 18 823 | 0,12% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $808 981 | 18 491 | 0,12% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $805 000 | 18 400 | 0,12% | Acciones |
| D. E. Shaw & Co., Inc. | $758 188 | 17 330 | 0,11% | Acciones |
| KLP KAPITALFORVALTNING AS | $756 875 | 17 300 | 0,11% | Acciones |
| JPMORGAN CHASE & CO | $751 407 | 17 004 | 0,11% | Acciones |
| FRANKLIN RESOURCES INC | $750 575 | 17 156 | 0,11% | Acciones |
| Allianz Asset Management GmbH | $726 757 | 21 213 | 0,11% | Acciones |
| MetLife Investment Management, LLC | $725 375 | 16 580 | 0,11% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $725 069 | 16 573 | 0,11% | Acciones |
| XTX Topco Ltd | $713 606 | 16 311 | 0,11% | Acciones |
| Quadrature Capital Ltd | $712 250 | 16 280 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $697 681 | 15 947 | 0,10% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $646 406 | 14 775 | 0,10% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $626 107 | 14 311 | 0,09% | Acciones |
| Rafferty Asset Management, LLC | $617 269 | 14 109 | 0,09% | Acciones |
| Dakota Wealth Management | $598 719 | 13 685 | 0,09% | Acciones |
| Summit Financial, LLC | $593 673 | 13 570 | 0,09% | Acciones |
| Keeley-Teton Advisors, LLC | $587 591 | 20 719 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $564 813 | 12 910 | 0,08% | Acciones |
| Brandywine Global Investment Management, LLC | $555 139 | 16 956 | 0,08% | Acciones |
| Lakeview Capital Partners, LLC | $549 771 | 18 630 | 0,08% | Acciones |
| FIRST MANHATTAN CO. LLC. | $543 988 | 12 434 | 0,08% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $536 550 | 12 264 | 0,08% | Acciones |
| Magnetar Financial LLC | $528 894 | 12 089 | 0,08% | Acciones |
Informantes de la empresa 34 insiders · 11 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| SCHWEITZER JEFFREY M | Chairman, President & CEO | 8 de junio de 2026 M | 110 513 | 0 | 2 | $-999 571 |
| Brian Jason Richardson | Sr EVP & CFO | 8 de junio de 2026 M | 24 228 | 0 | 1 | $-85 489 |
| Roger S Deacon | Senior EVP and CFO | 15 de marzo de 2018 A | 69 839 | 0 | 0 | $0 |
| Wallace H Bieler | Senior Executive VP & CFO | 31 de diciembre de 2007 A | 2 500 | 0 | 0 | $0 |
| Megan D Santana | Sr EVP & Chief Risk Officer | 8 de junio de 2026 M | 35 975 | 0 | 1 | $-113 803 |
| LIDDLE MARY E | SVP & Controller | 14 de febrero de 2017 M | 6 353 | 0 | 0 | $0 |
| HOCHSTETLER KENNETH D | Senior Executive VP | 15 de febrero de 2014 D | 48 737 | 0 | 0 | $0 |
| BROBST DUANE J | Executive VP | 31 de enero de 2010 A | 20 652 | 0 | 0 | $0 |
| SWARTLEY RICHARD R | Executive Vice President | 31 de enero de 2008 P | 18 305 | 0 | 0 | $0 |
| George D Terry | Executive Vice President | 21 de junio de 2005 D | 140 | 0 | 0 | $0 |
| Martin Renninger | Executive Vice President | 23 de junio de 2004 D | 8 249 | 0 | 0 | $0 |
| Martin P. Connor | Consejero | 31 de enero de 2026 A | 8 076 | 0 | 0 | $0 |
| William S Aichele | Consejero | 31 de enero de 2024 A | 143 949 | 0 | 0 | $0 |
| Roger H Ballou | Consejero | 31 de enero de 2023 A | 11 253 | 0 | 0 | $0 |
| Glenn E Moyer | Consejero | 31 de enero de 2023 A | 17 391 | 0 | 0 | $0 |
| Leon K Moyer | Consejero | 28 de mayo de 2021 S | 66 347 | 0 | 0 | $0 |
| William G Morral | Consejero | 1 de octubre de 2018 D | 31 437 | 0 | 0 | $0 |
| Lee R Delp | Consejero | 1 de octubre de 2018 D | 16 705 | 0 | 0 | $0 |
| Gregory P Shelly | Consejero | 1 de diciembre de 2017 D | 107 761 | 0 | 0 | $0 |
| Ray H Mininger | Consejero | 24 de septiembre de 2012 S | 8 595 | 0 | 0 | $0 |
| Thomas Leidy | Consejero | 5 de mayo de 2010 P | 90 157 | 0 | 0 | $0 |
| John U Young | Consejero | 20 de noviembre de 2009 P | 10 993 | 0 | 0 | $0 |
| Marvin A Anders | Consejero | 2 de abril de 2008 G | 76 123 | 0 | 0 | $0 |
| James L Bergey | Consejero | 1 de mayo de 2006 P | 1 851 | 0 | 0 | $0 |
| Merrill S Moyer | Consejero | 1 de noviembre de 2004 P | 126 000 | 0 | 0 | $0 |
| Charles H Hoeflich | Consejero | 3 de noviembre de 2003 D | 210 209 | 0 | 0 | $0 |
| Michael L. Turner | — | 13 de agosto de 2026 S | 24 684 | 0 | 1 | $-344 320 |
| Natalye Paquin | — | 27 de abril de 2026 S | 17 004 | 3 | 1 | $-451 819 |
| Todd S Benning | — | 31 de enero de 2026 A | 16 127 | 0 | 0 | $0 |
| Domenick A Cama | — | 31 de enero de 2026 A | — | 0 | 0 | $0 |
| Thomas M Petro | — | 31 de enero de 2026 A | 52 031 | 0 | 2 | $-285 750 |
| SCHLOSSER MARK A | — | 17 de abril de 2018 D | 4 366 | 0 | 0 | $0 |
| Margaret K Zook | — | 1 de mayo de 2017 D | 6 326 | 0 | 0 | $0 |
| Marc B Davis | — | 13 de julio de 2009 P | 496 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 53 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0,30% | 4 348 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,18% | 539 NS | 30 de abril de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,13% | 17 319 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,11% | 67 068 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,10% | 683 453 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,09% | 64 086 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,08% | 154 415 NS | 30 de abril de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,07% | 37 811 NS | 30 de junio de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 16 464 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,05% | 187 877 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 12 196 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,03% | 1 322 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 92 454 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 137 339 NS | 31 de mayo de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,02% | 2 019 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 1 034 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 7 460 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 1 046 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 4 379 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 204 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 23 490 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 70 523 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 16 048 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 26 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 11 518 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 614 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 336 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 526 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6 926 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 11 902 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 16 289 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 46 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 1 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 30 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 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio 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 |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| SVAL · iShares Trust | — | — | 3 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |