VOYA Voya Financial, Inc. Common Stock
Acerca de Voya Financial, Inc. Common Stock Descripción general de la empresa de Wikipedia
Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. In April 2014, the company rebranded itself as Voya Financial. Voya's predecessors had first entered the U.S. market in the 1970s.
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Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. In April 2014, the company rebranded itself as Voya Financial. Voya's predecessors had first entered the U.S. market in the 1970s.
Voya Financial returned to the Fortune 500 list in 2024, coming in at #487 with $7.3 billion in revenue.
## Operations
The company's main center for broker-dealer (the ING Financial Partners division) and annuities businesses is located in Des Moines, Iowa. This center was first established in 1997 and employed 400 as of late 2014. On July 31, 2017, Voya entered into an agreement with Cognizant to outsource a broad range of IT services, resulting in layoffs and jobs transferred to Cognizant.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
VOYA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
VOYA Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 26 de mayo de 2026 | $0,4700 |
| 25 de febrero de 2026 | $0,4700 |
| 26 de noviembre de 2025 | $0,4700 |
| 26 de agosto de 2025 | $0,4500 |
| 27 de mayo de 2025 | $0,4500 |
| 25 de febrero de 2025 | $0,4500 |
| 26 de noviembre de 2024 | $0,4500 |
| 27 de agosto de 2024 | $0,4500 |
| 24 de mayo de 2024 | $0,4000 |
| 23 de febrero de 2024 | $0,4000 |
| 24 de noviembre de 2023 | $0,4000 |
| 25 de agosto de 2023 | $0,4000 |
| 25 de mayo de 2023 | $0,2000 |
| 23 de febrero de 2023 | $0,2000 |
| 25 de noviembre de 2022 | $0,2000 |
| 25 de agosto de 2022 | $0,2000 |
| 24 de mayo de 2022 | $0,2000 |
| 24 de febrero de 2022 | $0,2000 |
| 26 de noviembre de 2021 | $0,2000 |
| 25 de agosto de 2021 | $0,1650 |
VOYA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 15,8%
- Compra 10 52,6%
- Mantener 5 26,3%
- Venta 1 5,3%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
12 analistas · 2026-08-14Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.51 | $2.02 | -0.51% |
| 31 de marzo de 2026 | $2.26 | $2.09 | 0.17% |
| 31 de diciembre de 2025 | $1.94 | $2.12 | -0.18% |
| 30 de septiembre de 2025 | $2.45 | $2.28 | 0.17% |
| 30 de junio de 2025 | $2.46 | $2.08 | 0.38% |
| 31 de marzo de 2025 | $2.00 | $1.58 | 0.42% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| VOYA | $6.99B | 11.8 | 1.7% | 8.0% | 14.6% | — |
| APO | $83.81B | 26.1 | 22.7% | 10.9% | 17.2% | — |
| CRBG | — | -44.4 | -1.2% | — | — | — |
| EQH | — | -9.9 | -6.1% | — | — | — |
| JXN | $7.13B | -444.4 | 104.3% | 0.40% | 0.27% | — |
| ALRS | $572M | 33.1 | 1.1% | 7.8% | 3.3% | — |
| SOR | — | — | — | — | — | — |
| NEWT | — | — | — | — | — | — |
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 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.19B | $8.05B | $7.35B | $5.93B | $4.17B | $7.65B | $7.48B | $7.16B | $7.23B | $8.79B | $8.72B | $10.99B | |
| Operating Expenses | $3.45B | $3.08B | $3.10B | $2.54B | $2.59B | $2.65B | $2.75B | $2.60B | $2.56B | $2.65B | $2.68B | $3.46B | |
| Operating Income | $1.04B | $870M | $916M | · | · | · | · | · | · | $114M | $156M | $214M | |
| Interest Expense | · | · | · | · | · | · | $176M | $221M | $184M | $288M | $197M | $190M | |
| Other Non-op | · | · | · | $148M | $579M | $409M | $465M | $443M | $379M | $342M | $385M | $433M | |
| Pretax Income | $837M | $799M | $678M | $428M | $3.08B | $352M | $574M | $521M | $385M | $10M | $476M | $1.23B | |
| Income Tax | $104M | $57M | $-51M | $-5M | $-34M | $-18M | $-217M | $39M | $687M | $-29M | $84M | $-1.73B | |
| Net Income | $654M | $667M | $625M | $510M | $2.37B | $-206M | $-360M | $762M | $-2.99B | $-327M | $408M | $2.29B | |
| EPS (Basic) | $6.40 | $6.31 | $5.74 | $4.70 | $20.02 | $-1.90 | $-2.75 | $4.67 | $-16.25 | $-1.63 | $1.81 | · | |
| EPS (Diluted) | $6.29 | $6.17 | $5.42 | $4.30 | $18.56 | $-1.84 | $-2.64 | $4.53 | $-16.25 | $-1.61 | $1.80 | · | |
| Shares (Basic) | 95,800,000 | 99,200,000 | 102,700,000 | 100,700,000 | 116,700,000 | 127,400,000 | 141,000,000 | 163,200,000 | 184,100,000 | 200,800,000 | 225,400,000 | 253,100,000 | |
| Shares (Diluted) | 97,400,000 | 101,400,000 | 108,800,000 | 110,200,000 | 125,800,000 | 131,900,000 | 147,000,000 | 168,200,000 | 184,100,000 | 202,700,000 | 227,400,000 | 255,100,000 | |
| EBITDA | $1.04B | · | · | · | · | · | · | · | · | $213M | $348M | $404M |
Balance general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $1.40B | $1.50B | $1.18B | $1.24B | $854M | $2.10B | $1.82B | $2.53B | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | $376M | $373M | $367M | $408M | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | $269M | $261M | $242M | $282M | |
| Goodwill | $804M | $748M | $748M | $327M | $72M | $48M | $48M | $48M | $31M | · | · | · | |
| Intangibles | $874M | $832M | $857M | $631M | $97M | $76M | $87M | $121M | $155M | $188M | $220M | · | |
| Total Assets | $178.86B | $163.89B | $157.09B | $146.61B | $171.26B | $180.52B | $168.99B | $155.38B | $222.53B | $214.59B | $218.22B | $226.93B | |
| Short-term Debt | $586M | $399M | $1M | $141M | $1M | $1M | $1M | $1M | $337M | $0 | $0 | $0 | |
| Total Liabilities | $171.82B | $157.88B | $151.03B | $141.61B | $161.44B | $169.34B | $158.83B | $146.44B | $211.49B | $200.62B | $201.95B | $208.37B | |
| Long-term Debt | $2.10B | $2.50B | $2.10B | $2.23B | $2.60B | $3.04B | $3.04B | $3.14B | $3.46B | $3.55B | $3.46B | $3.52B | |
| Total Debt | $2.69B | $2.90B | $2.10B | $2.38B | $2.60B | $3.05B | $3.04B | $3.14B | $3.80B | $3.55B | $3.49B | $3.52B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | |
| Treasury Stock | $1.01B | $754M | $56M | $39M | $80M | $1.02B | $460M | $4.98B | $3.83B | $2.80B | $2.30B | $807M | |
| AOCI | $-1.79B | $-2.46B | $-2.40B | $-3.06B | $1.81B | $4.90B | $3.33B | $607M | $2.73B | $1.92B | $1.43B | $3.10B | |
| Stockholders' Equity | $4.95B | $4.00B | $4.19B | $3.35B | $8.25B | $10.11B | $9.34B | $8.15B | $10.01B | $12.99B | $13.44B | $16.15B | |
| Liabilities + Equity | $178.86B | $163.89B | $157.09B | $146.61B | $171.26B | $180.52B | $168.99B | $155.38B | $222.53B | $214.59B | $218.22B | $226.93B | |
| Shares Outstanding | 93,842,616 | 95,500,000 | 102,900,000 | 97,200,000 | 107,800,000 | 124,200,000 | 132,300,000 | 151,000,000 | 172,000,000 | 194,600,000 | 209,100,000 | 241,900,000 |
Flujo de Efectivo 20
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | $99M | $92M | $91M | |
| Stock-based Comp | $72M | $96M | $126M | $90M | $88M | $88M | $98M | $96M | $117M | $99M | $76M | $93M | |
| Deferred Tax | $89M | $42M | $-62M | $3M | $410M | $-9M | $-318M | $-81M | $815M | $-151M | $-107M | $-1.82B | |
| Amort. of Intangibles | $103M | $96M | $85M | $36M | $46M | $55M | $60M | $61M | $62M | $63M | $59M | $55M | |
| Restructuring | · | · | · | · | · | · | · | · | · | $34M | · | · | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $3.86B | $2.69B | $2.99B | |
| Operating Cash Flow | $1.29B | $1.34B | $1.64B | $1.35B | $22M | $1.36B | $1.31B | $1.87B | $1.58B | $3.69B | $3.25B | $3.63B | |
| CapEx | · | · | · | · | · | · | · | · | · | $67M | $60M | $33M | |
| Investing Cash Flow | $-1.37B | $481M | $2.53B | $-1.95B | $-327M | $-2.46B | $-1.25B | $-282M | $-2.43B | $-3.68B | $-4.27B | $-3.31B | |
| Debt Issued | $0 | $397M | $388M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Debt Issued | $0 | $397M | $388M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | $5M | $6M | $0 | $7M | $4M | $4M | $3M | $3M | $3M | $1M | $0 | $0 | |
| Stock Repurchased | $200M | $640M | $369M | $750M | $1.11B | $516M | $1.14B | $1.02B | $923M | $687M | $1.49B | $789M | |
| Net Stock Activity | $-195M | $-634M | $-369M | $-743M | $-1.11B | $-512M | $-1.13B | $-1.02B | $-920M | $-686M | $-1.49B | $-789M | |
| Dividends Paid | $178M | $171M | $127M | $83M | $36M | $36M | $44M | $6M | $8M | $8M | $9M | $10M | |
| Financing Cash Flow | $-85M | $-1.43B | $-4.06B | $28M | $-265M | $1.70B | $-121M | $-1.76B | $-349M | $389M | $1.01B | $-625M | |
| Net Change in Cash | $-166M | $396M | $111M | $-566M | $-570M | $603M | $-66M | $-178M | $-1.20B | $398M | $-18M | · | |
| Taxes Paid | $15M | $9M | $11M | $14M | $3M | $-111M | $-127M | $1M | · | · | · | · | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $3.52B | $3.19B | $3.60B | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $3.15B | $3.00B | $3.14B |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.7% | · | · | · | · | · | · | · | · | 1.1% | 2.2% | 2.8% | |
| Net Margin | 8.0% | 8.3% | 8.5% | 8.6% | 50.3% | -2.7% | -4.7% | 10.3% | -34.7% | -4.0% | 3.6% | 20.8% | |
| Pretax Margin | 10.2% | 9.9% | 9.2% | 7.2% | 65.6% | 4.6% | 7.5% | 7.2% | 6.1% | 7.2% | 8.6% | 11.1% | |
| EBITDA Margin | 12.7% | · | · | · | · | · | · | · | · | 2.0% | 3.1% | 3.6% | |
| ROA | 0.38% | 0.42% | 0.41% | 0.32% | 1.2% | -0.12% | -0.21% | 0.46% | -1.4% | -0.20% | 0.18% | 1.0% | |
| ROE | 14.6% | 16.3% | 16.6% | 8.0% | 23.2% | -2.1% | -3.5% | 9.6% | -26.0% | -3.2% | 2.8% | 15.7% | |
| ROIC | 11.9% | · | · | · | · | · | · | · | · | 0.88% | 1.4% | 3.9% |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.5 | 0.7 | 0.5 | 0.5 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.3 | 0.3 | 0.2 | |
| LT Debt / Equity | 0.3 | 0.5 | 0.5 | 0.5 | 0.3 | 0.3 | 0.3 | 0.4 | 0.3 | 0.3 | 0.3 | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 0.4 | 1.3 | 1.7 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.7% | 9.6% | 23.9% | 42.1% | -45.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.4% | 24.5% | -1.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 1.9% | 13.8% | 26.1% | -76.8% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 13.5% | -30.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -1.9% | 6.7% | 22.6% | -78.5% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 8.6% | -34.5% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 37.7% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.19B | $8.05B | $7.35B | $5.93B | $4.17B | $7.65B | $7.48B | $7.16B | $7.23B | $8.79B | $8.72B | $10.99B | |
| Net Income TTM | $654M | $667M | $625M | $510M | $2.37B | $-206M | $-360M | $762M | $-2.99B | $-327M | $408M | $2.29B | |
| Market Cap | $6.99B | $6.57B | $7.50B | $5.98B | $7.15B | $7.31B | $8.07B | $6.06B | $8.51B | $7.63B | $7.72B | $10.25B | |
| Enterprise Value | · | · | · | · | $8.34B | $8.85B | $9.93B | $7.66B | $11.09B | $8.27B | $8.69B | $11.24B | |
| P/E | 11.8 | 11.2 | 13.5 | 14.3 | 3.6 | -32.0 | -23.1 | 8.9 | -3.0 | -24.4 | 20.5 | 8.8 | |
| P/S | 0.9 | 0.8 | 1.0 | 1.0 | 1.7 | 1.0 | 1.1 | 0.8 | 1.2 | 0.9 | 0.9 | 0.9 | |
| P/B | 1.4 | 1.6 | 1.8 | 1.3 | 0.9 | 0.7 | 0.9 | 0.7 | 0.8 | 0.6 | 0.6 | 0.6 | |
| P / Tangible Book | 2.1 | 2.7 | 2.9 | 2.5 | 0.9 | 0.7 | · | · | · | · | · | · | |
| P / Cash Flow | 5.4 | 4.9 | 4.6 | 4.4 | 99.2 | 6.0 | 6.2 | 3.2 | 5.4 | 2.1 | 2.4 | 2.8 | |
| P / FCF | · | · | · | · | · | · | · | · | · | 2.2 | 2.4 | 2.9 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | 38.8 | 25.0 | 27.8 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 2.4 | 2.7 | 3.1 | |
| EV / Revenue | · | · | · | · | 2.0 | 1.2 | 1.3 | 1.1 | 1.5 | 0.9 | 1.0 | 1.0 | |
| Dividend Yield | 2.5% | 2.6% | 1.7% | 1.4% | 0.50% | 0.49% | 0.55% | 0.10% | 0.09% | 0.10% | 0.12% | 0.10% | |
| Earnings Yield | 8.4% | 9.0% | 7.4% | 7.0% | 28.0% | -3.1% | -4.3% | 11.3% | -32.9% | -4.1% | 4.9% | 11.4% | |
| Payout Ratio | 27.2% | 25.6% | 5.8% | 7.1% | 3.8% | -36.9% | -12.5% | 0.69% | -0.27% | -1.9% | 2.2% | 0.44% | |
| Annual Payout | $178M | $171M | $127M | $83M | $36M | $36M | $44M | $6M | $8M | $8M | $9M | $10M |
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 | $1.90B | $2.03B | $2.11B | $2.13B | $1.98B | $1.97B | $2.01B | $1.96B | $2.03B | $2.05B | $1.82B | $1.82B | $1.87B | $1.83B | $1.55B | $1.34B | |
| Operating Expenses | $898M | $848M | $937M | $829M | $857M | $824M | $756M | $775M | $752M | $799M | $773M | $717M | $770M | $836M | $673M | $632M | |
| Other Non-op | · | · | · | · | · | · | · | · | · | · | · | $81M | $86M | $78M | · | $33M | |
| Pretax Income | $34M | $230M | $169M | $307M | $188M | $173M | $120M | $116M | $276M | $287M | $102M | $172M | $263M | $141M | $83M | $71M | |
| Income Tax | $16M | $35M | $20M | $35M | $27M | $22M | $-1M | $18M | $41M | $-1M | $-17M | $-74M | $28M | $12M | $-54M | $29M | |
| Net Income | $94M | $182M | $140M | $192M | $166M | $156M | $97M | $114M | $205M | $251M | $122M | $262M | $158M | $83M | $194M | $180M | |
| EPS (Basic) | $0.99 | $1.78 | $1.44 | $1.82 | $1.69 | $1.45 | $1.02 | $1.00 | $2.00 | $2.29 | $1.19 | $2.35 | $1.50 | $0.70 | $1.87 | $1.70 | |
| EPS (Diluted) | $0.97 | $1.75 | $1.41 | $1.80 | $1.66 | $1.42 | $0.99 | $0.98 | $1.96 | $2.24 | $1.09 | $2.29 | $1.41 | $0.63 | $1.70 | $1.57 | |
| Shares (Basic) | 90,800,000 | 93,100,000 | -192,400,000 | 95,900,000 | 96,400,000 | 95,900,000 | -201,500,000 | 98,200,000 | 100,400,000 | 102,100,000 | -203,800,000 | 105,800,000 | 103,000,000 | 97,700,000 | -205,000,000 | 97,900,000 | |
| Shares (Diluted) | 92,300,000 | 94,500,000 | -195,500,000 | 97,400,000 | 97,700,000 | 97,800,000 | -205,800,000 | 100,400,000 | 102,300,000 | 104,500,000 | -219,000,000 | 108,400,000 | 109,800,000 | 109,600,000 | -224,000,000 | 106,400,000 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $804M | $804M | $804M | $804M | $804M | $804M | $748M | $748M | $748M | $748M | $748M | $748M | $646M | $646M | $327M | $252M | |
| Intangibles | $854M | $864M | $874M | $837M | $839M | $854M | $832M | $862M | $856M | $861M | · | $900M | $908M | $905M | · | $572M | |
| Total Assets | $182.95B | $173.43B | $178.86B | $177.45B | $172.44B | $163.95B | $163.89B | $166.93B | $161.28B | $161.63B | · | $149.26B | $154.62B | $151.21B | · | $144.05B | |
| Short-term Debt | $153M | $587M | $586M | $586M | $447M | $1M | $399M | $397M | $395M | $393M | · | $2M | $143M | $143M | · | $141M | |
| Total Liabilities | $176.30B | $166.73B | $171.82B | $170.37B | $165.88B | $157.59B | $157.88B | $160.35B | $155.41B | $155.76B | · | $144.31B | $149.09B | $145.52B | · | $138.21B | |
| Long-term Debt | $2.10B | $2.50B | $2.10B | $2.10B | $2.10B | $2.10B | $2.50B | $2.50B | $2.10B | $2.10B | · | $2.10B | $2.24B | $2.24B | · | $2.23B | |
| Total Debt | $2.10B | $2.50B | · | $2.10B | $2.55B | $2.10B | · | $2.90B | $2.50B | $2.49B | · | $2.10B | $2.38B | $2.38B | · | $2.38B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Treasury Stock | $1.35B | $1.19B | $1.01B | $883M | $796M | $788M | $754M | $604M | $448M | $263M | · | $307M | $248M | $77M | · | $873M | |
| AOCI | $-1.95B | $-2.06B | $-1.79B | $-1.78B | $-2.07B | $-2.18B | $-2.46B | $-1.81B | $-2.58B | $-2.47B | $-2.40B | $-3.53B | $-2.79B | $-2.54B | $-3.06B | $-1.99B | |
| Stockholders' Equity | $4.68B | $4.66B | $4.95B | $4.96B | $4.63B | $4.38B | $4.00B | $4.72B | $4.04B | $4.15B | · | $3.13B | $3.70B | $3.95B | · | $4.09B | |
| Liabilities + Equity | $182.95B | $173.43B | $178.86B | $177.45B | $172.44B | $163.95B | $163.89B | $166.93B | $161.28B | $161.63B | · | $149.26B | $154.62B | $151.21B | · | $144.05B | |
| Shares Outstanding | 90,586,252 | 92,407,886 | 93,842,616 | 95,354,698 | 96,343,965 | 96,257,262 | 95,497,265 | 97,141,793 | 99,053,271 | 101,291,480 | 102,900,000 | 105,074,021 | 105,720,303 | 98,180,167 | 97,200,000 | 97,166,639 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $29M | $29M | $27M | $26M | $25M | $25M | $26M | $24M | $23M | $23M | $22M | $21M | $22M | $20M | $0 | $10M | |
| Operating Cash Flow | $503M | $-36M | $557M | $168M | $742M | $-179M | $79M | $719M | $316M | $231M | $364M | $403M | $715M | $156M | $219M | $418M | |
| Investing Cash Flow | $724M | $-352M | $-372M | $-718M | $-524M | $245M | $-23M | $-486M | $-92M | $1.08B | $833M | $430M | $797M | $472M | $0 | $-372M | |
| Debt Issued | $51M | $395M | $0 | $0 | $0 | $0 | $0 | $397M | · | · | $0 | $0 | · | · | $0 | $0 | |
| Net Debt Issued | · | $395M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | $0 | $3M | $0 | $2M | $0 | $3M | $0 | $3M | $0 | $3M | $0 | $0 | $0 | $0 | $0 | $5M | |
| Stock Repurchased | $150M | $150M | $100M | $100M | $0 | $0 | $120M | $172M | $176M | $172M | $157M | $50M | $162M | $0 | $0 | $0 | |
| Net Stock Activity | · | $-147M | · | · | · | $3M | · | · | · | $-169M | · | · | · | $0 | · | · | |
| Dividends Paid | $-40M | $44M | $45M | $43M | $47M | $43M | $43M | $44M | $43M | $41M | $42M | $67M | $29M | $20M | $51M | $14M | |
| Financing Cash Flow | $-1.23B | $130M | $-113M | $505M | $93M | $-570M | $-87M | $132M | $-220M | $-1.25B | $-996M | $-1.26B | $-987M | $-811M | $-147M | $-150M | |
| Net Change in Cash | $-5M | $-258M | $72M | $-45M | $311M | $-504M | $-31M | $365M | $4M | $58M | $201M | $-432M | $525M | $-183M | $72M | $-104M |
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 | 5.0% | 9.0% | · | 9.0% | 8.4% | 7.9% | · | 5.8% | 10.1% | 12.2% | · | 14.4% | 8.4% | 4.5% | · | 15.5% | |
| Pretax Margin | 1.8% | 11.3% | · | 14.4% | 9.5% | 8.8% | · | 5.9% | 13.6% | 14.0% | · | 9.4% | 14.1% | 7.7% | · | 7.5% | |
| ROA | 0.05% | 0.11% | · | 0.11% | 0.10% | 0.10% | · | 0.07% | 0.13% | 0.16% | · | 0.18% | 0.10% | 0.05% | · | 0.13% | |
| ROE | 2.0% | 4.0% | · | 4.0% | 3.8% | 3.7% | · | 2.9% | 5.3% | 6.2% | · | 7.3% | 3.9% | 1.6% | · | 3.3% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.4 | 0.5 | · | 0.4 | 0.6 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.6 | · | 0.6 | |
| LT Debt / Equity | 0.4 | 0.4 | · | 0.3 | 0.4 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.7 | 0.6 | 0.5 | · | 0.5 |
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) 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 | $8.04B | $8.11B | · | $8.03B | $7.94B | $8.01B | · | $7.86B | $7.78B | $7.58B | · | $6.87B | $6.58B | $6.21B | · | $6.38B | |
| Net Income TTM | $634M | $696M | · | $628M | $641M | $726M | · | $832M | $876M | $754M | · | $683M | $489M | $399M | · | $472M | |
| Market Cap | $8.20B | $6.31B | · | $7.13B | $6.84B | $6.52B | · | $7.70B | $7.05B | $7.49B | · | $6.98B | $7.58B | $7.02B | · | $5.88B | |
| P/E | 14.6 | 10.3 | · | 12.8 | 11.8 | 10.3 | · | 10.6 | 9.0 | 11.3 | · | 11.3 | 17.2 | 22.1 | · | 16.1 | |
| P/S | 1.0 | 0.8 | · | 0.9 | 0.9 | 0.8 | · | 1.0 | 0.9 | 1.0 | · | 1.0 | 1.2 | 1.1 | · | 0.9 | |
| P/B | 1.8 | 1.4 | · | 1.4 | 1.5 | 1.5 | · | 1.6 | 1.7 | 1.8 | · | 2.2 | 2.1 | 1.8 | · | 1.4 | |
| P / Tangible Book | 2.7 | 2.1 | · | 2.2 | 2.3 | 2.4 | · | 2.5 | 2.9 | 2.9 | · | 4.7 | 3.5 | 2.9 | · | 1.8 | |
| P / Cash Flow | · | -175.4 | · | · | · | -36.4 | · | · | · | 32.4 | · | · | · | 45.0 | · | · | |
| Earnings Yield | 6.8% | 9.7% | · | 7.8% | 8.5% | 9.7% | · | 9.4% | 11.1% | 8.9% | · | 8.9% | 5.8% | 4.5% | · | 6.2% | |
| Payout Ratio | · | 24.2% | · | · | · | 27.6% | · | · | · | 16.3% | · | · | · | 16.9% | · | · |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $8.19B | $8.05B | $7.35B | $5.93B | $4.17B |
| Margen Operativo % | 12.7% | — | — | — | — |
| Beneficio neto | $654M | $667M | $625M | $510M | $2.37B |
| EPS Diluido | $6.29 | $6.17 | $5.42 | $4.30 | $18.56 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.5 | 0.7 | 0.5 | 0.5 | 0.3 |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 561 declarantes · $4.5B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 112 (+43 vs trimestre anterior) | 37 (-21 vs trimestre anterior) | 163 (+7 vs trimestre anterior) | 155 (0 vs trimestre anterior) | +17.5M |
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 PORTFOLIO MANAGEMENT LLC | $444 347 313 | 4 908 288 | 9,91% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $370 684 862 | 4 094 608 | 8,27% | Acciones |
| STATE STREET CORP | $290 413 088 | 3 207 921 | 6,48% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $251 589 479 | 2 779 073 | 5,61% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $233 900 917 | 2 583 684 | 5,22% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $126 373 888 | 1 395 512 | 2,82% | Acciones |
| MAVERICK CAPITAL LTD | $119 869 053 | 1 324 081 | 2,67% | Acciones |
| NORGES BANK | $114 287 969 | 1 262 432 | 2,55% | Acciones |
| TOMS Capital Investment Management LP | $113 253 030 | 1 251 000 | 2,53% | Acciones |
| Woodline Partners LP | $103 768 564 | 1 146 234 | 2,31% | Acciones |
| AMERIPRISE FINANCIAL INC | $100 930 358 | 1 114 883 | 2,25% | Acciones |
| TOMS Capital Investment Management LP | $87 180 390 | 963 000 | 1,94% | Opción de compra |
| FIRST TRUST ADVISORS LP | $81 714 460 | 902 623 | 1,82% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $73 392 000 | 810 697 | 1,64% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $69 234 809 | 764 772 | 1,54% | Acciones |
| FMR LLC | $61 745 166 | 682 041 | 1,38% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61 578 687 | 680 202 | 1,37% | Acciones |
| GOLDMAN SACHS GROUP INC | $56 317 028 | 622 081 | 1,26% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $52 349 425 | 578 255 | 1,17% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $51 958 517 | 573 937 | 1,16% | Acciones |
| Qube Research & Technologies Ltd | $42 439 649 | 468 791 | 0,95% | Acciones |
| D. E. Shaw & Co., Inc. | $40 008 466 | 441 936 | 0,89% | Acciones |
| JANE STREET GROUP, LLC | $37 109 786 | 409 917 | 0,83% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $36 995 459 | 496 650 | 0,82% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $35 746 536 | 394 858 | 0,80% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $34 805 352 | 384 462 | 0,78% | Acciones |
| ALGEBRIS (UK) LTD | $31 669 193 | 350 925 | 0,71% | Acciones |
| GOLDMAN SACHS GROUP INC | $31 196 638 | 344 600 | 0,70% | Opción de venta |
| Sculptor Capital LP | $30 237 020 | 334 000 | 0,67% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $30 008 535 | 439 235 | 0,67% | Acciones |
| Jain Global LLC | $29 413 106 | 324 899 | 0,66% | Acciones |
| GOLDMAN SACHS GROUP INC | $28 906 229 | 319 300 | 0,64% | Opción de compra |
| Alyeska Investment Group, L.P. | $27 159 000 | 300 000 | 0,61% | Acciones |
| BlackRock, Inc. | $25 870 758 | 285 770 | 0,58% | Acciones |
| Leeward Investments, LLC - MA | $25 668 695 | 283 538 | 0,57% | Acciones |
| Quantinno Capital Management LP | $22 861 043 | 252 524 | 0,51% | Acciones |
| Point72 Asset Management, L.P. | $22 775 537 | 251 580 | 0,51% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $22 398 489 | 247 415 | 0,50% | Acciones |
| RHUMBLINE ADVISERS | $22 126 832 | 244 415 | 0,49% | Acciones |
| Impax Asset Management Group plc | $20 567 963 | 227 195 | 0,46% | Acciones |
| Squarepoint Ops LLC | $20 091 866 | 221 936 | 0,45% | Acciones |
| NATIXIS | $19 795 924 | 218 667 | 0,44% | Acciones |
| California Public Employees Retirement System | $19 584 445 | 216 331 | 0,44% | Acciones |
| Balyasny Asset Management L.P. | $19 292 486 | 213 106 | 0,43% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $18 547 334 | 204 875 | 0,41% | Acciones |
| Aristotle Capital Boston, LLC | $18 488 746 | 204 227 | 0,41% | Acciones |
| Epoch Investment Partners, Inc. | $17 720 071 | 195 737 | 0,40% | Acciones |
| Retirement Systems of Alabama | $17 578 572 | 194 174 | 0,39% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $17 370 565 | 254 253 | 0,39% | Acciones |
| Freestone Grove Partners LP | $16 964 326 | 187 389 | 0,38% | Acciones |
| Swiss National Bank | $16 847 633 | 186 100 | 0,38% | Acciones |
| M&G PLC | $16 633 435 | 182 785 | 0,37% | Acciones |
| Engineers Gate Manager LP | $16 341 118 | 180 505 | 0,36% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $16 017 292 | 176 928 | 0,36% | Acciones |
| Interval Partners, LP | $15 869 818 | 175 299 | 0,35% | Acciones |
| CITADEL ADVISORS LLC | $15 435 727 | 170 504 | 0,34% | Acciones |
| BANK OF AMERICA CORP /DE/ | $15 377 245 | 169 858 | 0,34% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14 828 814 | 163 800 | 0,33% | Opción de compra |
| Jump Financial, LLC | $14 618 694 | 161 479 | 0,33% | Acciones |
| BARCLAYS PLC | $14 310 349 | 158 073 | 0,32% | Acciones |
| Gator Capital Management, LLC | $14 157 534 | 156 385 | 0,32% | Acciones |
| TD Asset Management Inc | $13 800 122 | 152 437 | 0,31% | Acciones |
| MORGAN STANLEY | $13 499 381 | 149 115 | 0,30% | Acciones |
| MGO ONE SEVEN LLC | $12 823 393 | 141 648 | 0,29% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12 713 191 | 186 083 | 0,28% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $12 130 205 | 133 991 | 0,27% | Acciones |
| Schonfeld Strategic Advisors LLC | $11 582 497 | 127 941 | 0,26% | Acciones |
| Trexquant Investment LP | $11 380 526 | 125 710 | 0,25% | Acciones |
| Assenagon Asset Management S.A. | $11 371 564 | 125 611 | 0,25% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11 028 002 | 121 816 | 0,25% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $10 564 112 | 116 692 | 0,24% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $10 547 741 | 116 511 | 0,24% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $10 027 287 | 110 762 | 0,22% | Acciones |
| Hudson Bay Capital Management LP | $9 900 813 | 109 365 | 0,22% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $9 735 868 | 107 543 | 0,22% | Acciones |
| Bank of New York Mellon Corp | $9 404 075 | 103 878 | 0,21% | Acciones |
| ALGERT GLOBAL LLC | $9 154 937 | 101 126 | 0,20% | Acciones |
| PZENA INVESTMENT MANAGEMENT LLC | $8 811 828 | 97 336 | 0,20% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $8 384 979 | 92 621 | 0,19% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $8 168 250 | 90 227 | 0,18% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $7 846 145 | 86 669 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7 734 302 | 113 207 | 0,17% | Acciones |
| NOMURA HOLDINGS INC | $7 662 459 | 84 640 | 0,17% | Acciones |
| BANK OF NOVA SCOTIA | $6 880 823 | 76 006 | 0,15% | Acciones |
| Walleye Capital LLC | $6 792 647 | 75 032 | 0,15% | Acciones |
| VAN ECK ASSOCIATES CORP | $6 680 661 | 73 795 | 0,15% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $6 393 863 | 70 627 | 0,14% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $6 356 111 | 70 210 | 0,14% | Acciones |
| NOMURA HOLDINGS INC | $6 246 570 | 69 000 | 0,14% | Opción de compra |
| IMC-Chicago, LLC | $5 972 626 | 65 974 | 0,13% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5 722 220 | 63 208 | 0,13% | Acciones |
| Bridgewater Associates, LP | $5 687 909 | 62 829 | 0,13% | Acciones |
| SEB Asset Management AB | $5 479 589 | 60 528 | 0,12% | Acciones |
| FIFTH THIRD BANCORP | $5 349 421 | 59 090 | 0,12% | Acciones |
| Numerai GP LLC | $5 334 118 | 58 921 | 0,12% | Acciones |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $5 285 471 | 58 384 | 0,12% | Acciones |
| BancorpSouth Bank | $5 119 548 | 68 728 | 0,11% | Acciones |
| Jefferies Financial Group Inc. | $5 051 574 | 55 800 | 0,11% | Opción de compra |
| Legal & General Group Plc | $4 800 444 | 53 026 | 0,11% | Acciones |
| Robeco Institutional Asset Management B.V. | $4 752 553 | 52 497 | 0,11% | Acciones |
Informantes de la empresa 53 insiders · 28 directivos · 21 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Heather H. Lavallee | President and CEO | 1 de julio de 2025 M | 67 597 | 0 | 0 | $0 |
| Robert L. Grubka | CEO, Workplace Solutions | 1 de julio de 2024 M | 42 880 | 0 | 0 | $0 |
| Christine Hurtsellers | CEO, Investment Management | 3 de julio de 2023 M | 31 324 | 0 | 0 | $0 |
| Jeffrey T Becker | Chief Executive Officer, Investment Management | 28 de marzo de 2016 M | 18 761 | 0 | 0 | $0 |
| Maliz E Beams | Chief Executive Officer, Retirement Solutions | 5 de junio de 2014 F | 43 619 | 0 | 0 | $0 |
| Donald W Britton | Chief Executive Officer, Insurance Solutions | 4 de diciembre de 2013 S | 28 906 | 0 | 0 | $0 |
| Michael Robert Katz | Executive Vice President, Chief Financial Officer | 1 de julio de 2025 M | 38 494 | 0 | 0 | $0 |
| Michael S Smith | Vice Chairman and Chief Financial Officer | 21 de octubre de 2022 S | 196 752 | 0 | 0 | $0 |
| Ewout L Steenbergen | Executive Vice President and Chief Financial Officer | 28 de marzo de 2016 M | 5 097 | 0 | 0 | $0 |
| Alain M Karaoglan | Executive Vice President and Chief Operating Officer | 7 de marzo de 2018 M | 34 756 | 0 | 0 | $0 |
| Trevor Ogle | Executive Vice President, Chief Legal Officer | 8 de junio de 2026 S | 2 887 | 0 | 2 | $-1 396 860 |
| Santhosh Keshavan | Executive Vice President, Chief Information Officer | 1 de julio de 2025 M | 27 557 | 0 | 0 | $0 |
| Tony D Oh | Senior Vice President, Chief Accounting Officer and Controller | 20 de febrero de 2025 S | 0 | 0 | 0 | $0 |
| Rachel Tressy | Executive Vice President, Chief Auditor | 18 de febrero de 2025 M | 7 276 | 0 | 0 | $0 |
| My Chi To | Executive Vice President, Chief Legal Officer and Corporate Secretary | 18 de febrero de 2025 M | 8 155 | 0 | 0 | $0 |
| Donald C. Templin | Directivo | 5 de diciembre de 2024 F | 3 468 | 0 | 0 | $0 |
| Nancy Ferrara | Executive Vice President, Organizational Health and Enterprise Capability Building | 20 de febrero de 2024 M | 22 846 | 0 | 0 | $0 |
| Kevin D Silva | Executive Vice President | 3 de julio de 2023 M | 3 809 | 0 | 0 | $0 |
| Charles P Nelson | Vice Chairman | 14 de abril de 2023 A | 203 024 | 0 | 0 | $0 |
| Clyde Landon Cobb Jr. | Chief Accounting Officer | 22 de febrero de 2022 A | 13 507 | 0 | 0 | $0 |
| Larry Port | Chief Legal Officer | 23 de febrero de 2021 M | 23 358 | 0 | 0 | $0 |
| Margaret M. Parent | Chief Administrative Officer | 21 de febrero de 2020 M | 43 505 | 0 | 0 | $0 |
| Patricia J Walsh | Executive Vice President and Chief Legal Officer | 31 de diciembre de 2019 A | 27 488 | 0 | 0 | $0 |
| Carolyn M Johnson | Annuities and Individual Life | 29 de marzo de 2019 A | 24 362 | 0 | 0 | $0 |
| Chetlur S Ragavan | Executive Vice President and Chief Risk Officer | 7 de marzo de 2019 M | 34 567 | 0 | 0 | $0 |
| Joseph D. Horan | Interim Chief Accounting Officer | 11 de septiembre de 2015 S | 0 | 0 | 0 | $0 |
| Steven T Pierson | Chief Accounting Officer | 30 de marzo de 2015 S | 8 415 | 0 | 0 | $0 |
| Bridget M Healy | Executive Vice President and Chief Legal Officer | 5 de junio de 2014 F | 15 869 | 0 | 0 | $0 |
| Ruth Ann M Gillis | Consejero | 30 de junio de 2026 A | 7 162 | 0 | 0 | $0 |
| Lynne Biggar | Consejero | 14 de agosto de 2025 M | 16 588 | 0 | 0 | $0 |
| Yvette S. Butler | Consejero | 22 de mayo de 2025 A | 355 | 0 | 0 | $0 |
| Kathleen Derose | Consejero | 22 de mayo de 2025 A | — | 0 | 0 | $0 |
| Jane Chwick | Consejero | 22 de mayo de 2025 A | 9 594 | 0 | 0 | $0 |
| Biff Bowman | Consejero | 22 de mayo de 2025 A | 527 | 0 | 0 | $0 |
| Robert G Leary | Consejero | 22 de mayo de 2025 A | 868 | 0 | 0 | $0 |
| William J Mullaney | Consejero | 22 de mayo de 2025 A | — | 0 | 0 | $0 |
| Hikmet Ersek | Consejero | 22 de mayo de 2025 A | 4 747 | 0 | 0 | $0 |
| Joseph V Tripodi | Consejero | 22 de mayo de 2025 A | 13 186 | 0 | 0 | $0 |
| Aylwin B Lewis | Consejero | 22 de mayo de 2025 A | 486 | 0 | 0 | $0 |
| ZWIENER DAVID K | Consejero | 23 de mayo de 2024 M | 35 511 | 0 | 0 | $0 |
| Rodney O Martin JR | Consejero | 21 de febrero de 2024 M | 81 965 | 0 | 0 | $0 |
| Byron H Pollitt JR | Consejero | 25 de mayo de 2023 M | 24 766 | 0 | 0 | $0 |
| Barry J Griswell | Consejero | 21 de mayo de 2020 A | 0 | 0 | 0 | $0 |
| Curtis Arledge | Consejero | 30 de julio de 2018 A | — | 0 | 0 | $0 |
| Deborah C Wright | Consejero | 30 de mayo de 2018 A | 4 471 | 0 | 0 | $0 |
| Fred S Hubbell | Consejero | 31 de marzo de 2017 A | 16 159 | 0 | 0 | $0 |
| Dick H. Harryvan | Consejero | 7 de marzo de 2014 A | 5 827 | 0 | 0 | $0 |
| Patrick G Flynn | Consejero | 7 de mayo de 2013 P | 2 350 | 0 | 0 | $0 |
| Jan Hm Hommen | Consejero | 7 de mayo de 2013 P | 5 100 | 0 | 0 | $0 |
| Brannigan C Thompson | — | 16 de agosto de 2026 M | 11 711 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 115 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 |
|---|---|---|---|---|
| XMVM · Invesco Exchange-Traded Fund Trust | 1,38% | 69 077 SH | 8 de agosto de 2026 | Diario |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,33% | 66 836 SH | 8 de agosto de 2026 | Diario |
| FXO · First Trust Exchange-Traded AlphaDE… | 1,07% | 139 961 NS | 30 de abril de 2026 | N-PORT |
| RFV · Invesco Exchange-Traded Fund Trust | 1,02% | 34 018 SH | 8 de agosto de 2026 | Diario |
| BKDV · BNY Mellon ETF Trust II | 0,95% | 160 371 NS | 30 de abril de 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,78% | 9 601 SH | 8 de agosto de 2026 | Diario |
| MCOW · Pacer Funds Trust | 0,73% | 88 NS | 30 de abril de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,64% | 4 950 NS | 30 de abril de 2026 | N-PORT |
| RCGE · EA Series Trust | 0,56% | 6 475 NS | 30 de abril de 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 0,56% | 156 763 | 8 de agosto de 2026 | Diario |
| QUVU · Hartford Funds Exchange-Traded Trust | 0,54% | 11 375 NS | 30 de abril de 2026 | N-PORT |
| IJJ · iShares Trust | 0,52% | 461 181 SH | 8 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,52% | 81 557 NS | 30 de abril de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,47% | 77 863 SH | 8 de agosto de 2026 | Diario |
| CZA · Invesco Exchange-Traded Fund Trust | 0,45% | 8 567 SH | 8 de agosto de 2026 | Diario |
| GTOS · Invesco Actively Managed Exchange-T… | 0,37% | 460 000 | 8 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,37% | 49 266 SH | 8 de agosto de 2026 | Diario |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,34% | 8 885 NS | 30 de abril de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,33% | 12 576 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,31% | 127 NS | 29 de mayo de 2026 | N-PORT |
| XJH · iShares Trust | 0,29% | 12 257 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,28% | 19 584 SH | 8 de agosto de 2026 | Diario |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,27% | 435 329 | 8 de agosto de 2026 | Diario |
| SDVD · First Trust Exchange-Traded Fund IV | 0,27% | 27 290 NS | 30 de abril de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,26% | 11 388 SH | 8 de agosto de 2026 | Diario |
| IJH · iShares Trust | 0,25% | 3 128 384 SH | 8 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,25% | 39 858 NS | 30 de abril de 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,23% | 921 NS | 31 de marzo de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,23% | 10 802 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,22% | 16 691 NS | 30 de abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,22% | 146 618 SH | 8 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 57 970 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,19% | 53 336 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,18% | 73 353 SH | 8 de agosto de 2026 | Diario |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,17% | 200 000 | 8 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,17% | 1 320 363 SH | 8 de agosto de 2026 | Diario |
| MVV · ProShares Trust | 0,17% | 3 248 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,16% | 281 450 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,16% | 12 223 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,16% | 266 253 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 38 910 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,15% | 1 557 NS | 30 de abril de 2026 | N-PORT |
| IYF · iShares Trust | 0,14% | 61 444 SH | 8 de agosto de 2026 | Diario |
| SCHM · SCHWAB STRATEGIC TRUST | 0,14% | 254 095 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,14% | 4 002 SH | 8 de agosto de 2026 | Diario |
| PFF · iShares Trust | 0,13% | 752 523 SH | 8 de agosto de 2026 | Diario |
| LRGF · iShares Trust | 0,13% | 48 269 SH | 8 de agosto de 2026 | Diario |
| IYG · iShares Trust | 0,13% | 27 377 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,13% | 46 269 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,12% | 114 340 NS | 30 de abril de 2026 | N-PORT |