VCTR Victory Capital Holdings, Inc. - Common Stock
$116,81
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$57–$119
97% of range
Calificación del Analista
HOLD
14 analysts
Precio Objetivo
$108
P/E (TTM)
28.6
ROE
13.5%
Margen de Beneficio Neto
25.3%
VCTR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$116.81
Capitalización Bursátil
$7.49B
P/E (TTM)
28.6
BPA (TTM)
$4.08
Ingresos (TTM)
$1.31B
Rendimiento div.
2.1%
ROE
13.5%
Deuda/Capital
—
Rango 52S
$57 – $119
VCTR 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
$1.31B
2017-12-31
→
2025-12-31
BPA
$4.08
2017-12-31
→
2025-12-31
Flujo de caja libre
$381M
2017-12-31
→
2025-12-31
Márgenes
25.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
VCTR
Mediana de Pares
P/E (TTM)
28.6
16.1
P/S (TTM) (P/V (TTM))
5.7
4.0
P/B (P/C)
3.1
1.8
Price / FCF (Precio / FCF)
19.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
VCTR
Mediana de Pares
Operating Margin (Margen Operativo)
36.6%
—
Net Profit Margin (Margen de Beneficio Neto)
25.3%
23.0%
ROA
9.7%
3.4%
ROE
13.5%
8.4%
ROIC
14.9%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
VCTR
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
VCTR
Mediana de Pares
Revenue YoY (Ingresos interanuales)
46.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
15.2%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
11.0%
—
EPS YoY (EPS interanual)
-6.9%
—
Net Income YoY (Beneficio Neto interanual)
14.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
VCTR
Mediana de Pares
Payout Ratio (Ratio de Pago)
47.6%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.1%
Ratio de Pago
47.6%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 10 de junio de 2026 | $0,5000 |
| 10 de marzo de 2026 | $0,4900 |
| 10 de diciembre de 2025 | $0,4900 |
| 10 de septiembre de 2025 | $0,4900 |
| 10 de junio de 2025 | $0,4900 |
| 18 de febrero de 2025 | $0,4700 |
| 9 de diciembre de 2024 | $0,4400 |
| 10 de septiembre de 2024 | $0,4100 |
| 10 de junio de 2024 | $0,3700 |
| 8 de marzo de 2024 | $0,3350 |
| 8 de diciembre de 2023 | $0,3200 |
| 8 de septiembre de 2023 | $0,3200 |
| 9 de junio de 2023 | $0,3200 |
| 9 de marzo de 2023 | $0,3200 |
| 8 de diciembre de 2022 | $0,2500 |
| 9 de septiembre de 2022 | $0,2500 |
| 9 de junio de 2022 | $0,2500 |
| 9 de marzo de 2022 | $0,2500 |
| 9 de diciembre de 2021 | $0,1700 |
| 9 de septiembre de 2021 | $0,1500 |
VCTR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
14 analistas
- Compra fuerte 3 21,4%
- Compra 4 28,6%
- Mantener 7 50,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-13
Mediana
$106.50
Ahora
$116.81
Mín
$91.00
Máx
$123.00
Objetivo mediano
$106.50
-8,8%
Objetivo medio
$107.50
-8,0%
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 | $2.21 | $1.83 | 0.38% |
| 31 de marzo de 2026 | $1.69 | $1.64 | 0.05% |
| 31 de diciembre de 2025 | $1.66 | $1.67 | -0.01% |
| 30 de septiembre de 2025 | $1.51 | $1.58 | -0.07% |
| 30 de junio de 2025 | $1.45 | $1.47 | -0.02% |
| 31 de marzo de 2025 | $1.20 | $1.38 | -0.18% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | — |
| ARCC | — | 10.9 | — | — | — | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| STEP | — | -7.0 | 69.7% | -26.9% | 457.6% | — |
| OBDC | $6.21B | 10.0 | — | — | 8.3% | — |
| BXSL | $6.11B | 10.7 | — | — | 9.0% | — |
| HLNE | — | — | 6.5% | 32.8% | 30.5% | — |
| MAIN | $5.43B | 15.3 | — | — | 16.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.31B | $893M | $821M | $855M | $890M | $775M | $612M | $413M | $413M | $298M | $241M | |
| SG&A Expense | $83M | $57M | $56M | $52M | $54M | $51M | $47M | $30M | $34M | $27M | $23M | |
| Operating Expenses | $828M | $466M | $493M | $456M | $516M | $461M | $448M | $299M | $319M | $273M | $208M | |
| Operating Income | $478M | $428M | $328M | $399M | $374M | $315M | $165M | $115M | $90M | $24M | $33M | |
| Other Non-op | $-40M | $-54M | $-53M | $-49M | $-23M | $-36M | $-44M | $-30M | $-52M | $-34M | $-26M | |
| Pretax Income | $438M | $374M | $276M | $350M | $351M | $279M | $121M | $85M | $38M | $-9M | $7M | |
| Income Tax | $108M | $85M | $63M | $75M | $72M | $66M | $28M | $21M | $13M | $-3M | $3M | |
| Net Income | $330M | $289M | $213M | $276M | $278M | $213M | $92M | $64M | $26M | $-6M | $4M | |
| EPS (Basic) | $4.13 | $4.47 | $3.22 | $4.02 | $4.10 | $3.14 | $1.37 | $0.96 | $0.47 | $-0.12 | $0.08 | |
| EPS (Diluted) | $4.08 | $4.38 | $3.12 | $3.81 | $3.75 | $2.88 | $1.26 | $0.90 | $0.43 | $-0.12 | $0.08 | |
| Shares (Basic) | 65,439,000 | 64,607,000 | 66,202,000 | 68,481,000 | 67,976,000 | 67,710,000 | 67,616,000 | 66,295,000 | 54,931,000 | 50,017,712 | 46,408,891 | |
| Shares (Diluted) | 66,376,000 | 65,928,000 | 68,214,000 | 72,266,000 | 74,151,000 | 73,719,000 | 73,466,000 | 70,511,000 | 59,577,000 | 50,017,712 | 48,090,753 | |
| EBITDA | $551M | $458M | $370M | $442M | $393M | $331M | $188M | $138M | $120M | · | · |
Balance general 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $164M | $127M | $124M | $38M | $70M | $23M | $37M | $51M | $13M | $16M | $15M | |
| PP&E (Net) | $24M | $12M | $20M | $21M | $25M | $19M | $13M | $9M | $9M | $10M | · | |
| PP&E (Gross) | $72M | $49M | $48M | $41M | $39M | $28M | $27M | $22M | $19M | $17M | · | |
| Accum. Depreciation | $48M | $37M | $29M | $20M | $14M | $9M | $14M | $13M | $10M | $7M | · | |
| Goodwill | $1.24B | $982M | $982M | $982M | $982M | $405M | $405M | $284M | $284M | $284M | $220M | |
| Intangibles | $2.48B | $1.26B | $1.28B | $1.31B | $1.35B | $1.16B | $1.18B | $388M | $408M | $434M | · | |
| Total Assets | $4.25B | $2.55B | $2.54B | $2.54B | $2.58B | $1.73B | $1.75B | $802M | $793M | $851M | · | |
| Capital Leases | $38M | $18M | $6M | $10M | · | · | · | · | · | · | · | |
| Deferred Tax | $480M | $157M | $129M | $108M | $63M | $38M | $5M | $6M | $4M | · | · | |
| Total Liabilities | $1.82B | $1.43B | $1.49B | $1.48B | $1.65B | $1.02B | $1.22B | $346M | $561M | $520M | · | |
| Long-term Debt | $970M | $964M | $989M | $986M | $1.13B | $769M | $925M | $269M | $483M | $419M | · | |
| Common Stock | $879.0K | $839.0K | $824.0K | $805.0K | $772.0K | · | · | · | $572.0K | $565.0K | · | |
| Paid-in Capital | · | · | · | · | · | · | · | $604M | $435M | $422M | · | |
| Retained Earnings | $1.10B | $925M | $737M | $609M | $403M | $162M | $-35M | $-120M | $-184M | $-75M | · | |
| Treasury Stock | $786M | $575M | $444M | $285M | $153M | · | · | · | $21M | $16M | · | |
| AOCI | $9M | $19M | $31M | $35M | $6M | $-7M | · | $-86.0K | $64.0K | $-537.0K | · | |
| Stockholders' Equity | $2.42B | $1.12B | $1.05B | $1.07B | $930M | $708M | $538M | $456M | $231M | $331M | $249M | |
| Liabilities + Equity | $4.25B | $2.55B | $2.54B | $2.54B | $2.58B | $1.73B | $1.75B | $802M | $793M | $851M | · | |
| Shares Outstanding | 64,150,000 | 63,653,000 | 64,254,714 | 67,325,534 | 68,662,779 | 16,205,689 | · | 0 | 55,118,673 | 56,505,321 | 47,066,744 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $73M | $30M | $42M | $43M | $19M | $16M | $24M | $23M | $30M | $30M | $27M | |
| Deferred Tax | $34M | $33M | $22M | $36M | $19M | $35M | $-745.0K | $4M | $11M | $-3M | $2M | |
| Amort. of Intangibles | $62M | $21M | $29M | $35M | $13M | $13M | $21M | $20M | $26M | $27M | $25M | |
| Other Non-cash | $-52M | $-12M | $54M | $-19M | $59M | $-13M | $112M | $43M | $29M | · | · | |
| Operating Cash Flow | $385M | $340M | $330M | $335M | $376M | $251M | $227M | $134M | $96M | $40M | $41M | |
| CapEx | $4M | $1M | $5M | $5M | $13M | $8M | $5M | $3M | $5M | $1M | $2M | |
| Investing Cash Flow | $77M | $-4M | $-8M | $-6M | $-557M | $-12M | $-850M | $-12M | $-9M | $-210M | $-20M | |
| Stock Issued | $2M | $9M | $6M | $14M | $8M | $5M | $4M | · | $3M | $89M | $2M | |
| Stock Repurchased | $196M | $104M | $139M | $101M | $32M | $30M | $16M | $8M | $5M | $11M | $1M | |
| Net Stock Activity | $-194M | $-95M | $-133M | $-87M | $-23M | $-30M | $-16M | $-8M | $-1M | · | · | |
| Dividends Paid | $157M | $101M | $85M | $69M | $37M | $16M | $7M | $831.0K | $135M | $627.0K | $60M | |
| Financing Cash Flow | $-425M | $-333M | $-237M | $-360M | $227M | $-253M | $608M | $-84M | $-91M | $172M | $-31M | |
| Net Change in Cash | $37M | $3M | $85M | $-31M | $47M | $-14M | $-14M | $39M | $-4M | $1M | $-11M | |
| Taxes Paid | $73M | $52M | $39M | $36M | $55M | $38M | $25M | $18M | $758.0K | $495.0K | $613.0K | |
| Free Cash Flow | $381M | $339M | $325M | $330M | $364M | $243M | $222M | $132M | $91M | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 36.6% | 47.9% | 40.0% | 46.7% | 42.0% | 40.6% | · | 27.7% | 22.0% | · | · | |
| Net Margin | 25.3% | 32.3% | 26.0% | 32.2% | 31.3% | 27.4% | · | 15.4% | 6.3% | · | · | |
| Pretax Margin | 33.6% | 41.8% | 33.6% | 40.9% | 39.4% | 35.9% | · | 20.5% | 9.4% | · | · | |
| EBITDA Margin | 42.2% | 51.2% | 45.1% | 51.7% | 44.1% | 42.7% | · | 33.3% | 29.3% | · | · | |
| ROA | 9.7% | 11.3% | 8.4% | 10.7% | 12.9% | 12.2% | 7.2% | 8.0% | 3.1% | · | · | |
| ROE | 13.5% | 25.2% | 20.0% | 25.8% | 31.0% | 31.1% | 17.7% | 14.2% | 11.2% | · | · | |
| ROIC | 14.9% | 29.5% | 24.1% | 29.5% | 31.9% | 33.9% | 23.5% | 18.9% | 26.2% | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.3 | 0.4 | 0.4 | · | 0.5 | 0.5 | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 46.2% | 8.8% | -4.0% | -4.0% | 14.8% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.2% | 0.12% | 1.9% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -6.9% | 40.4% | -18.1% | 1.6% | 30.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 2.3% | 5.3% | 2.7% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 14.3% | 35.5% | -22.6% | -1.0% | 31.0% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 6.2% | 1.2% | 0.10% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 57.4% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.31B | $893M | $821M | $855M | $890M | $775M | $612M | $413M | $413M | · | · | |
| Net Income TTM | $330M | $289M | $213M | $276M | $278M | $213M | $92M | $64M | $26M | · | · | |
| Market Cap | $4.05B | $4.17B | $2.21B | $1.81B | $2.51B | · | · | $0 | · | · | · | |
| P/E | 15.5 | 14.9 | 11.0 | 7.0 | 9.7 | 8.6 | 16.6 | 11.4 | · | · | · | |
| P/S | 3.1 | 4.7 | 2.7 | 2.1 | 2.8 | · | · | 0.0 | · | · | · | |
| P/B | 1.7 | 3.7 | 2.1 | 1.7 | 2.7 | · | · | · | · | · | · | |
| P / Cash Flow | 10.5 | 12.3 | 6.7 | 5.4 | 6.7 | · | · | 0.0 | · | · | · | |
| P / FCF | 10.6 | 12.3 | 6.8 | 5.5 | 6.9 | · | · | 0.0 | · | · | · | |
| Dividend Yield | 3.9% | 2.4% | 3.9% | 3.8% | 1.5% | · | · | · | · | · | · | |
| Earnings Yield | 6.5% | 6.7% | 9.1% | 14.2% | 10.3% | 11.6% | 6.0% | 8.8% | · | · | · | |
| Payout Ratio | 47.6% | 35.0% | 40.1% | 25.1% | 13.4% | 7.6% | 8.0% | 1.3% | 523.4% | · | · | |
| Annual Payout | $157M | $101M | $85M | $69M | $37M | $16M | $7M | $831.0K | $135M | · | · |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $435M | $388M | $374M | $361M | $351M | $220M | $232M | $226M | $220M | $216M | $206M | $210M | $204M | $201M | $202M | $207M | |
| SG&A Expense | $23M | $21M | $22M | $23M | $23M | $14M | $14M | $14M | $14M | $14M | $17M | $14M | $13M | $12M | $13M | $12M | |
| Operating Expenses | $242M | $229M | $221M | $223M | $257M | $127M | $121M | $105M | $109M | $131M | $119M | $130M | $117M | $127M | $122M | $109M | |
| Operating Income | $194M | $159M | $153M | $138M | $94M | $93M | $112M | $120M | $111M | $85M | $86M | $80M | $88M | $75M | $80M | $99M | |
| Other Non-op | $-6M | $-11M | $-12M | $-9M | $-7M | $-13M | $-13M | $-13M | $-15M | $-13M | $-13M | $-14M | $-13M | $-13M | $-10M | $-13M | |
| Pretax Income | $187M | $148M | $142M | $129M | $87M | $80M | $99M | $108M | $96M | $72M | $74M | $66M | $75M | $62M | $69M | $85M | |
| Income Tax | $48M | $36M | $29M | $33M | $28M | $18M | $22M | $26M | $22M | $16M | $18M | $14M | $18M | $13M | $17M | $13M | |
| Net Income | $139M | $112M | $113M | $97M | $59M | $62M | $77M | $82M | $74M | $56M | $55M | $52M | $57M | $49M | $52M | $73M | |
| EPS (Basic) | $1.70 | $1.34 | $1.35 | $1.12 | $0.69 | $0.97 | $1.20 | $1.26 | $1.15 | $0.86 | $0.85 | $0.79 | $0.85 | $0.73 | $0.76 | $1.06 | |
| EPS (Diluted) | $1.68 | $1.33 | $1.33 | $1.11 | $0.68 | $0.96 | $1.18 | $1.24 | $1.12 | $0.84 | $0.81 | $0.77 | $0.83 | $0.71 | $0.74 | $1.01 | |
| Shares (Basic) | 62,151,000 | 63,635,000 | -131,717,000 | 66,206,000 | 67,239,000 | 63,711,000 | -129,391,000 | 64,875,000 | 64,734,000 | 64,389,000 | -133,326,000 | 65,774,000 | 66,466,000 | 67,288,000 | -137,396,000 | 68,609,000 | |
| Shares (Diluted) | 62,782,000 | 64,388,000 | -133,282,000 | 66,964,000 | 67,980,000 | 64,714,000 | -132,176,000 | 66,057,000 | 66,075,000 | 65,972,000 | -137,689,000 | 67,676,000 | 68,500,000 | 69,727,000 | -146,130,000 | 71,877,000 | |
| EBITDA | $214M | $180M | · | $160M | $116M | $100M | · | $128M | $118M | $92M | · | $92M | $97M | $86M | · | $109M |
Balance general 18
| 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 | $70M | $76M | $164M | $116M | $108M | $176M | $127M | $188M | $119M | $80M | · | $108M | $44M | $38M | · | $67M | |
| PP&E (Net) | $21M | $22M | $24M | $26M | $28M | $11M | $12M | $14M | $16M | $18M | · | $21M | $22M | $20M | · | $23M | |
| PP&E (Gross) | · | · | $72M | $71M | $70M | · | $49M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $48M | $45M | $42M | · | $37M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.24B | $1.23B | $982M | $982M | $982M | $982M | $982M | $982M | $982M | $982M | $982M | $982M | $982M | |
| Intangibles | $2.44B | $2.46B | $2.48B | $2.50B | $2.52B | $1.26B | $1.26B | $1.27B | $1.27B | $1.28B | · | $1.29B | $1.30B | $1.30B | · | $1.32B | |
| Total Assets | $4.18B | $4.14B | $4.25B | $4.21B | $4.25B | $2.58B | $2.55B | $2.61B | $2.54B | $2.51B | · | $2.59B | $2.54B | $2.53B | · | $2.59B | |
| Capital Leases | · | · | $38M | $40M | $41M | $17M | $18M | $19M | · | · | · | $7M | $8M | $9M | · | $15M | |
| Deferred Tax | $492M | $487M | $480M | $478M | $466M | $163M | $157M | $152M | $142M | $133M | · | $125M | $120M | $111M | · | $103M | |
| Total Liabilities | $1.80B | $1.78B | $1.82B | $1.81B | $1.78B | $1.44B | $1.43B | $1.44B | $1.42B | $1.43B | · | $1.52B | $1.49B | $1.48B | · | $1.52B | |
| Long-term Debt | $968M | $968M | $970M | $972M | $966M | $965M | $964M | $983M | $982M | $990M | · | $988M | $987M | $986M | · | $1000M | |
| Common Stock | $886.0K | $884.0K | $879.0K | $877.0K | $877.0K | $844.0K | $839.0K | $837.0K | $835.0K | $832.0K | · | $822.0K | $817.0K | $815.0K | · | $803.0K | |
| Retained Earnings | $1.27B | $1.17B | $1.10B | $1.03B | $972M | $956M | $925M | $876M | $820M | $770M | · | $702M | $671M | $636M | · | $574M | |
| Treasury Stock | $1.03B | $930M | $786M | $735M | $607M | $584M | $575M | $471M | $465M | $458M | · | $384M | $378M | $330M | · | $244M | |
| AOCI | $7M | $9M | $9M | $9M | $13M | $16M | $19M | $22M | $25M | $28M | · | $34M | $34M | $30M | · | $37M | |
| Stockholders' Equity | $2.38B | $2.36B | $2.42B | $2.40B | $2.47B | $1.14B | $1.12B | $1.17B | $1.12B | $1.08B | $1.05B | $1.08B | $1.05B | $1.05B | $1.07B | $1.07B | |
| Liabilities + Equity | $4.18B | $4.14B | $4.25B | $4.21B | $4.25B | $2.58B | $2.55B | $2.61B | $2.54B | $2.51B | · | $2.59B | $2.54B | $2.53B | · | $2.59B | |
| Shares Outstanding | 61,561,000 | 62,544,000 | 64,150,000 | 65,082,104 | 66,925,722 | 63,925,017 | 63,653,000 | 64,924,081 | 64,808,655 | 64,671,237 | · | 65,911,628 | 65,618,689 | 66,880,947 | · | 68,481,824 |
Flujo de Efectivo 14
| 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 | $21M | $21M | $22M | $22M | $22M | $7M | $8M | $8M | $8M | $8M | $8M | $12M | $10M | $12M | $11M | $11M | |
| Amort. of Intangibles | · | · | $19M | $19M | $19M | · | $5M | $5M | $5M | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-12M | · | · | · | $12M | · | · | · | $5M | · | · | · | $3M | · | · | |
| Operating Cash Flow | $135M | $121M | $145M | $166M | $-7M | $81M | $92M | $100M | $80M | $69M | $97M | $92M | $77M | $64M | $67M | $103M | |
| CapEx | $1M | $849.0K | $599.0K | $1M | $890.0K | $2M | $155.0K | $398.0K | $225.0K | $500.0K | $796.0K | $2M | $2M | $572.0K | $959.0K | $1M | |
| Investing Cash Flow | $-3M | $17M | $-1M | $-458.0K | $80M | $-2M | $-2M | $-68.0K | $-605.0K | $-910.0K | $-2M | $-2M | $-2M | $-2M | $1M | $-505.0K | |
| Stock Issued | $434.0K | $2M | $118.0K | $342.0K | $831.0K | $549.0K | $2M | $2M | $2M | $3M | $874.0K | $2M | $1M | $2M | $2M | $9M | |
| Stock Repurchased | $91M | $127M | $51M | $119M | $26M | $451.0K | $97M | $2M | $2M | $3M | $57M | $2M | $45M | $34M | $40M | $32M | |
| Net Stock Activity | · | $-125M | · | · | · | $98.0K | · | · | · | $326.0K | · | · | · | $-33M | · | · | |
| Dividends Paid | $41M | $42M | $41M | $42M | $44M | $30M | $28M | $27M | $24M | $22M | $21M | $21M | $21M | $22M | $17M | $17M | |
| Financing Cash Flow | $-138M | $-225M | $-96M | $-157M | $-141M | $-31M | $-151M | $-31M | $-40M | $-111M | $-80M | $-25M | $-70M | $-62M | $-97M | $-78M | |
| Net Change in Cash | $-6M | $-88M | $48M | $8M | $-68M | $49M | $-62M | $69M | $39M | $-44M | $16M | $64M | $5M | $164.0K | $-28M | $24M | |
| Taxes Paid | $73M | $2M | $18M | $12M | $42M | $2M | $12M | $10M | $29M | $1M | $5M | $10M | $23M | $995.0K | $10M | $3M | |
| Free Cash Flow | · | $120M | · | · | · | $80M | · | · | · | $68M | · | · | · | $64M | · | · |
Rentabilidad 7
| 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 Margin | 44.5% | 41.0% | · | 38.2% | 26.8% | 42.3% | · | 53.3% | 50.4% | 39.3% | · | 38.2% | 42.9% | 37.0% | · | 47.6% | |
| Net Margin | 32.0% | 28.9% | · | 26.7% | 16.7% | 28.2% | · | 36.3% | 33.8% | 25.8% | · | 24.8% | 27.8% | 24.5% | · | 35.1% | |
| Pretax Margin | 43.0% | 38.1% | · | 35.8% | 24.8% | 36.6% | · | 47.6% | 43.6% | 33.3% | · | 31.4% | 36.5% | 30.7% | · | 41.2% | |
| EBITDA Margin | 49.2% | 46.3% | · | 44.3% | 33.0% | 45.7% | · | 56.7% | 53.8% | 42.8% | · | 44.1% | 47.6% | 42.8% | · | 52.8% | |
| ROA | 3.3% | 3.3% | · | 2.8% | 1.7% | 2.4% | · | 3.1% | 2.9% | 2.2% | · | 2.0% | 2.2% | 1.9% | · | 3.3% | |
| ROE | 5.8% | 6.4% | · | 5.4% | 3.3% | 5.6% | · | 7.3% | 6.9% | 5.2% | · | 4.9% | 5.4% | 4.8% | · | 7.5% | |
| ROIC | 6.1% | 5.1% | · | 4.3% | 2.6% | 6.3% | · | 7.8% | 7.6% | 6.1% | · | 5.9% | 6.4% | 5.7% | · | 7.9% |
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 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 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 TTM | $1.54B | $1.32B | · | $1.16B | $1.02B | $881M | · | $871M | $849M | $831M | · | $822M | $829M | $855M | · | $880M | |
| Net Income TTM | $407M | $329M | · | $299M | $277M | $274M | · | $264M | $239M | $214M | · | $231M | $258M | $273M | · | $297M | |
| Market Cap | $5.17B | $4.10B | · | $4.21B | $4.26B | $3.70B | · | $3.60B | $3.09B | $2.74B | · | $2.20B | $2.07B | $1.96B | · | $1.60B | |
| P/E | 17.5 | 16.0 | · | 16.2 | 15.9 | 13.9 | · | 14.0 | 13.4 | 13.5 | · | 10.0 | 8.7 | 7.7 | · | 5.7 | |
| P/S | 3.4 | 3.1 | · | 3.6 | 4.2 | 4.2 | · | 4.1 | 3.6 | 3.3 | · | 2.7 | 2.5 | 2.3 | · | 1.8 | |
| P/B | 2.2 | 1.7 | · | 1.8 | 1.7 | 3.2 | · | 3.1 | 2.8 | 2.5 | · | 2.0 | 2.0 | 1.9 | · | 1.5 | |
| P / Cash Flow | · | 33.9 | · | · | · | 45.6 | · | · | · | 40.0 | · | · | · | 30.5 | · | · | |
| P / FCF | · | 34.1 | · | · | · | 46.5 | · | · | · | 40.2 | · | · | · | 30.8 | · | · | |
| Earnings Yield | 5.7% | 6.2% | · | 6.2% | 6.3% | 7.2% | · | 7.2% | 7.5% | 7.4% | · | 10.0% | 11.5% | 12.9% | · | 17.5% | |
| Payout Ratio | · | 37.1% | · | 43.6% | · | 48.3% | · | · | · | 40.2% | · | · | · | 44.9% | · | · |
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 | 2022-01-01 | |
|---|---|---|---|---|---|
| Ingresos | $1.31B | $893M | $821M | $855M | — |
| Margen Operativo % | 36.6% | 47.9% | 40.0% | 46.7% | — |
| Beneficio neto | $330M | $289M | $213M | $276M | — |
| EPS Diluido | $4.08 | $4.38 | $3.12 | $3.81 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-01-01 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $381M | $339M | $325M | $330M | — |
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) 380 declarantes · $2.5B 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 |
|---|---|---|---|---|
| 73 (+22 vs trimestre anterior) | 30 (-1 vs trimestre anterior) | 110 (-4 vs trimestre anterior) | 108 (+14 vs trimestre anterior) | +725K |
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 |
|---|---|---|---|---|
| Amundi | $248 819 617 | 2 960 024 | 9,85% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $185 337 085 | 2 204 819 | 7,34% | Acciones |
| Crestview Partners II GP, L.P. | $167 770 899 | 1 995 847 | 6,64% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $165 804 483 | 1 972 454 | 6,57% | Acciones |
| Capital World Investors | $164 040 316 | 1 951 467 | 6,50% | Acciones |
| STATE STREET CORP | $158 900 383 | 1 890 321 | 6,29% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $145 628 318 | 1 732 434 | 5,77% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $86 581 105 | 1 029 754 | 3,43% | Acciones |
| Granahan Investment Management, LLC | $85 349 733 | 1 015 343 | 3,38% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $84 154 904 | 1 001 129 | 3,33% | Acciones |
| FMR LLC | $54 488 533 | 648 210 | 2,16% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49 010 006 | 583 036 | 1,94% | Acciones |
| ROYCE & ASSOCIATES LP | $44 488 671 | 529 249 | 1,76% | Acciones |
| Impax Asset Management Group plc | $44 131 500 | 525 000 | 1,75% | Acciones |
| Annex Advisory Services, LLC | $38 753 844 | 591 842 | 1,53% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $37 137 960 | 441 803 | 1,47% | Acciones |
| TimesSquare Capital Management, LLC | $34 482 488 | 526 611 | 1,37% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $31 890 027 | 379 372 | 1,26% | Acciones |
| Bank of New York Mellon Corp | $31 655 483 | 376 582 | 1,25% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $28 492 725 | 338 957 | 1,13% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $26 640 547 | 316 923 | 1,06% | Acciones |
| Public Sector Pension Investment Board | $26 049 437 | 309 891 | 1,03% | Acciones |
| Mariner, LLC | $25 626 220 | 304 855 | 1,01% | Acciones |
| GOLDMAN SACHS GROUP INC | $25 435 715 | 302 590 | 1,01% | Acciones |
| Swedbank AB | $21 015 000 | 250 000 | 0,83% | Acciones |
| JB CAPITAL PARTNERS LP | $20 326 717 | 241 812 | 0,81% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $20 085 626 | 238 944 | 0,80% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $19 612 123 | 233 311 | 0,78% | Acciones |
| FRANKLIN RESOURCES INC | $14 175 794 | 168 639 | 0,56% | Acciones |
| RBF Capital, LLC | $12 530 236 | 149 063 | 0,50% | Acciones |
| BARCLAYS PLC | $12 238 884 | 145 597 | 0,48% | Acciones |
| FIRST TRUST ADVISORS LP | $11 459 479 | 136 325 | 0,45% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $11 403 876 | 135 664 | 0,45% | Acciones |
| Aptus Capital Advisors, LLC | $9 796 101 | 116 537 | 0,39% | Acciones |
| RHUMBLINE ADVISERS | $8 979 098 | 106 818 | 0,36% | Acciones |
| BANK OF AMERICA CORP /DE/ | $8 796 543 | 104 646 | 0,35% | Acciones |
| Brandywine Global Investment Management, LLC | $8 659 039 | 137 249 | 0,34% | Acciones |
| ARGENT CAPITAL MANAGEMENT LLC | $8 548 061 | 101 690 | 0,34% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $8 218 294 | 97 767 | 0,33% | Acciones |
| Quantinno Capital Management LP | $8 117 234 | 96 564 | 0,32% | Acciones |
| Emerald Investment Advisers, LLC | $7 852 381 | 93 414 | 0,31% | Acciones |
| AMERIPRISE FINANCIAL INC | $7 363 572 | 87 599 | 0,29% | Acciones |
| Kendall Capital Management | $7 319 693 | 87 077 | 0,29% | Acciones |
| GABELLI FUNDS LLC | $7 118 033 | 84 678 | 0,28% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $7 074 069 | 84 155 | 0,28% | Acciones |
| Steamboat Capital Partners, LLC | $7 053 895 | 83 915 | 0,28% | Acciones |
| MOODY NATIONAL BANK TRUST DIVISION | $7 023 801 | 83 557 | 0,28% | Acciones |
| Swiss National Bank | $6 867 702 | 81 700 | 0,27% | Acciones |
| Pembroke Management, LTD | $6 784 651 | 80 712 | 0,27% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $6 435 550 | 76 559 | 0,25% | Acciones |
| Keeley-Teton Advisors, LLC | $6 363 964 | 109 970 | 0,25% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6 177 653 | 73 491 | 0,24% | Acciones |
| Legal & General Group Plc | $5 931 190 | 70 559 | 0,23% | Acciones |
| Savant Capital, LLC | $5 837 533 | 78 456 | 0,23% | Acciones |
| ALPS ADVISORS INC | $5 721 796 | 68 068 | 0,23% | Acciones |
| CITIGROUP INC | $5 291 745 | 62 952 | 0,21% | Acciones |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $5 136 991 | 61 111 | 0,20% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4 519 234 | 53 762 | 0,18% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 434 165 | 52 750 | 0,18% | Acciones |
| Aquatic Capital Management LLC | $4 380 703 | 52 114 | 0,17% | Acciones |
| ExodusPoint Capital Management, LP | $4 338 841 | 51 616 | 0,17% | Acciones |
| Huntleigh Advisors, Inc. | $4 075 481 | 48 483 | 0,16% | Acciones |
| PRUDENTIAL FINANCIAL INC | $3 984 024 | 47 395 | 0,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 831 104 | 58 508 | 0,15% | Acciones |
| Livforsakringsbolaget Skandia, Omsesidigt | $3 667 818 | 56 100 | 0,15% | Acciones |
| Squarepoint Ops LLC | $3 619 203 | 43 055 | 0,14% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $3 580 366 | 42 593 | 0,14% | Acciones |
| UBS Group AG | $3 520 685 | 41 883 | 0,14% | Acciones |
| Brevan Howard Capital Management LP | $3 519 256 | 41 866 | 0,14% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $3 467 223 | 41 247 | 0,14% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 450 731 | 52 699 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 247 154 | 38 629 | 0,13% | Acciones |
| CREDIT AGRICOLE S A | $3 217 649 | 38 278 | 0,13% | Acciones |
| Campbell & CO Investment Adviser LLC | $3 164 691 | 37 648 | 0,13% | Acciones |
| Redhawk Wealth Advisors, Inc. | $3 062 640 | 36 434 | 0,12% | Acciones |
| Voleon Capital Management LP | $3 047 175 | 36 250 | 0,12% | Acciones |
| Qube Research & Technologies Ltd | $3 000 101 | 35 690 | 0,12% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $2 992 536 | 35 600 | 0,12% | Acciones |
| BlackRock, Inc. | $2 859 553 | 34 018 | 0,11% | Acciones |
| PEAK6 LLC | $2 748 762 | 32 700 | 0,11% | Opción de venta |
| Moran Wealth Management, LLC | $2 471 448 | 29 401 | 0,10% | Acciones |
| Gator Capital Management, LLC | $2 431 099 | 28 921 | 0,10% | Acciones |
| Nebula Research & Development LLC | $2 411 119 | 37 869 | 0,10% | Acciones |
| POLEN CAPITAL MANAGEMENT LLC | $2 372 425 | 28 223 | 0,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2 364 103 | 28 124 | 0,09% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2 340 819 | 27 847 | 0,09% | Acciones |
| Bard Financial Services, Inc. | $2 328 770 | 35 960 | 0,09% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $2 325 689 | 27 667 | 0,09% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $2 308 518 | 27 463 | 0,09% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2 286 516 | 27 201 | 0,09% | Acciones |
| DAYMARK WEALTH PARTNERS, LLC | $2 281 136 | 27 137 | 0,09% | Acciones |
| Allianz Asset Management GmbH | $2 259 518 | 34 507 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $2 113 689 | 25 145 | 0,08% | Acciones |
| Fisher Asset Management, LLC | $2 049 802 | 24 385 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $2 026 518 | 24 108 | 0,08% | Acciones |
| LPL Financial LLC | $1 897 576 | 22 574 | 0,08% | Acciones |
| Elo Mutual Pension Insurance Co | $1 861 341 | 22 143 | 0,07% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1 849 000 | 22 000 | 0,07% | Acciones |
| State of Tennessee, Department of Treasury | $1 843 604 | 21 932 | 0,07% | Acciones |
| OSAIC HOLDINGS, INC. | $1 836 476 | 21 846 | 0,07% | Acciones |
Informantes de la empresa 16 insiders · 2 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Terence Francis Sullivan | CFO and Head of Strategy | 1 de marzo de 2019 D | 14 000 | 0 | 0 | $0 |
| Kelly Stevenson Cliff | Pres., Investment Franchises | 23 de febrero de 2023 S | 431 422 | 0 | 0 | $0 |
| Mary M. Jackson | Consejero | 10 de julio de 2026 A | 7 404 | 0 | 0 | $0 |
| Alan Rappaport | Consejero | 10 de julio de 2026 A | 156 804 | 0 | 0 | $0 |
| Lawrence Davanzo | Consejero | 10 de julio de 2026 A | 1 587 | 0 | 0 | $0 |
| Karin Hirtler-Garvey | Consejero | 10 de julio de 2026 A | 41 860 | 0 | 0 | $0 |
| Richard M Demartini | Consejero | 10 de julio de 2026 A | 274 063 | 0 | 0 | $0 |
| HURST ROBERT J/NY | Consejero | 10 de julio de 2025 A | 28 772 | 0 | 0 | $0 |
| Milton R. Berlinski | Consejero | 10 de enero de 2024 A | 301 946 | 0 | 0 | $0 |
| James B Hawkes | Consejero | 10 de julio de 2023 A | 424 605 | 0 | 0 | $0 |
| Alex J. Binderow | Consejero | 11 de julio de 2022 A | 4 541 | 0 | 0 | $0 |
| Mannik S. Dhillon | — | 13 de agosto de 2026 M | 317 624 | 0 | 0 | $0 |
| David Craig Brown | — | 13 de agosto de 2026 M | 2 442 311 | 0 | 0 | $0 |
| Michael Dennis Policarpo | — | 13 de agosto de 2026 M | 1 274 887 | 0 | 0 | $0 |
| Nina Gupta | — | 13 de agosto de 2026 M | 254 742 | 0 | 0 | $0 |
| Thomas Michael Sipp | — | 13 de agosto de 2026 M | 140 405 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 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 |
|---|---|---|---|---|---|
| Amundi S.A., Amundi Asset Management S.A.S ×2 presentaciones | 20 de mayo de 2025 | 0,00% | Enmienda | — | SEC |
| Amundi S.A. (2), Amundi Asset Management S.A.S. (2) | 15 de julio de 2024 | — | Presentación inicial | — | SEC |
| David C. Brown (In his capacity as a member of the Employee Shareholders Committee), Michael D. Policarpo (In his capacity as a member of the Employee Shareholders Committee), Mannik S. Dhillon (In his capacity as a member of the Employee Shareholders Committee) ×8 presentaciones | 10 de julio de 2024 | — | 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 88 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 |
|---|---|---|---|---|
| ALIL · EA Series Trust | 4,71% | 14 276 NS | 29 de mayo de 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 4,31% | 23 594 SH | 8 de agosto de 2026 | Diario |
| AMID · EA Series Trust | 3,98% | 49 464 NS | 29 de mayo de 2026 | N-PORT |
| OSCV · ETF Series Solutions | 1,34% | 116 093 NS | 30 de abril de 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 1,09% | 359 741 NS | 31 de mayo de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1,08% | 2 736 SH | 8 de agosto de 2026 | Diario |
| SAWS · ETF Series Solutions | 0,97% | 869 NS | 30 de abril de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,94% | 39 161 SH | 8 de agosto de 2026 | Diario |
| JSML · Janus Detroit Street Trust | 0,91% | 36 546 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,82% | 21 696 SH | 8 de agosto de 2026 | Diario |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,68% | 18 619 NS | 30 de abril de 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 0,55% | 56 976 NS | 31 de mayo de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,41% | 69 473 NS | 30 de abril de 2026 | N-PORT |
| IJT · iShares Trust | 0,36% | 279 308 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,31% | 5 468 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,31% | 7 309 SH | 8 de agosto de 2026 | Diario |
| BFOR · ALPS ETF Trust | 0,29% | 7 487 NS | 31 de mayo de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,28% | 411 NS | 30 de abril de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,28% | 35 800 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,27% | 2 822 035 SH | 8 de agosto de 2026 | Diario |
| FSCC · Federated Hermes ETF Trust | 0,23% | 7 476 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,22% | 58 838 SH | 8 de agosto de 2026 | Diario |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,22% | 4 140 NS | 31 de mayo de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,21% | 161 799 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,21% | 279 326 SH | 8 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,20% | 3 598 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,20% | 627 428 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 17 732 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 13 943 NS | 30 de abril de 2026 | N-PORT |
| IJS · iShares Trust | 0,19% | 144 836 SH | 8 de agosto de 2026 | Diario |
| SAA · ProShares Trust | 0,18% | 569 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,16% | 26 095 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,16% | 1 616 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,15% | 34 366 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,15% | 1 104 916 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,13% | 43 576 NS | 31 de mayo de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,13% | 1 456 NS | 31 de mayo de 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 31 461 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,11% | 202 276 NS | 30 de abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,11% | 21 884 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,11% | 247 804 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,11% | 19 505 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,10% | 110 495 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 11 571 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,10% | 2 120 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,09% | 160 009 NS | 30 de abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,09% | 123 745 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 228 469 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,08% | 7 898 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,08% | 2 090 SH | 8 de agosto de 2026 | Diario |