WD Walker & Dunlop, Inc Common Stock
$41,38
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$39–$90
4% of range
Calificación del Analista
BUY
12 analysts
Precio Objetivo
$62
+50% upside
P/E (TTM)
25.2
ROE
3.2%
Margen de Beneficio Neto
4.6%
Acerca de Walker & Dunlop, Inc Common Stock Descripción general de la empresa de Wikipedia
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
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Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
## History
In 1937, Oliver Walker and Laird Dunlop founded the company.
In 2000, the grandson of Oliver Walker, William M. Walker joined the board of directors. In 2003, he became an executive vice president, by 2005 he was the president and by 2007 he became chairman and chief executive officer of the company.
In 2009, the company acquired commercial lender Column Guaranteed, a subsidiary of Credit Suisse.
In 2010, the company became a public company via an initial public offering.
In 2011, the company launched a bridge lending program.
in September 2012, the company acquired CWCapital for $234 million.
In November 2014, the company acquired Johnson Capital's loan origination and servicing platform.
In April 2015, the company acquired Engler Financial Group, investment advisory and brokerage firm focused on providing investment sales services to owners of multifamily properties.
In March 2018, the company acquired JCR Capital Investment Corporation, a Registered Investment Adviser.
In November 2018, the company acquired iCap Realty Advisors.
In 2019, the company acquired Enodo, an artificial intelligence and technology firm.
In January 2020, the company launched an appraisal joint venture with GeoPhy, Apprise by Walker & Dunlop.
In February 2020, the company acquired AKS Partners, one of New York City’s premier, independent capital markets advisory firms.
In March 2020, the company launched the Walker Webcast, a weekly webcast where CEO, Willy Walker, hosts a diverse network of leaders as they share wisdom that cuts across industry lines.
In May 2020, Walker & Dunlop closed its largest transaction in the company's history with a $2.4 billion Fannie Mae Credit Facility to refinance 67 multifamily properties in the Washington D.C. area.
In February 2021, the company acquired FourPoint Investment Sales Partners, a boutique brokerage firm specializing in student housing and conventional multifamily properties.
In May 2021, Walker & Dunlop announced the acquisition of industry-leading housing research and investment banking firm Zelman & Associates.
In December 2021, Walker & Dunlop announced the acquisition of Alliant Capital.
In 2022, Walker & Dunlop integrated a high-performing land brokerage group with experience in urban, suburban, and mixed-use development land. The acquisition enhanced W&D's land sales capacity.
Walker & Dunlop acquired the hospitality property sales and advisory company in 2024, hence adding hotel and resort property services among their business operations. The move aimed at ensuring that the company could venture into tourism, leisure, and business travel industries.
In February 2025, Walker & Dunlop expanded its international footprint with the launch of its London-based office. The London location marks the firm's first international office in its 87-year history.
In April 2025, Walker & Dunlop added a specialized data infrastructure advisory team focused on assets such as data centers, and digital infrastructure.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
WD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$41.38
Capitalización Bursátil
$1.38B
P/E (TTM)
25.2
BPA (TTM)
$1.64
Ingresos (TTM)
$1.23B
Rendimiento div.
6.6%
ROE
3.2%
Deuda/Capital
—
Rango 52S
$39 – $90
WD 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
$1.23B
2023-12-31
→
2025-12-31
BPA
$1.64
2023-12-31
→
2025-12-31
Flujo de caja libre
$-680M
2023-12-31
→
2025-12-31
Márgenes
4.6%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
WD
Mediana de Pares
P/E (TTM)
25.2
10.8
P/S (TTM) (P/V (TTM))
1.1
1.3
P/B (P/C)
0.8
1.2
Price / FCF (Precio / FCF)
-2.0
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
WD
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
4.6%
9.4%
ROA
1.2%
1.1%
ROE
3.2%
11.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
WD
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
WD
Mediana de Pares
Revenue YoY (Ingresos interanuales)
9.0%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-0.65%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
2.6%
—
EPS YoY (EPS interanual)
-48.6%
—
Net Income YoY (Beneficio Neto interanual)
-48.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
WD
Mediana de Pares
Payout Ratio (Ratio de Pago)
163.2%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
6.6%
Ratio de Pago
163.2%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 21 de mayo de 2026 | $0,6800 |
| 13 de marzo de 2026 | $0,6800 |
| 21 de noviembre de 2025 | $0,6700 |
| 21 de agosto de 2025 | $0,6700 |
| 15 de mayo de 2025 | $0,6700 |
| 28 de febrero de 2025 | $0,6700 |
| 22 de noviembre de 2024 | $0,6500 |
| 22 de agosto de 2024 | $0,6500 |
| 15 de mayo de 2024 | $0,6500 |
| 29 de febrero de 2024 | $0,6500 |
| 22 de noviembre de 2023 | $0,6300 |
| 16 de agosto de 2023 | $0,6300 |
| 17 de mayo de 2023 | $0,6300 |
| 7 de marzo de 2023 | $0,6300 |
| 23 de noviembre de 2022 | $0,6000 |
| 17 de agosto de 2022 | $0,6000 |
| 18 de mayo de 2022 | $0,6000 |
| 18 de febrero de 2022 | $0,6000 |
| 18 de noviembre de 2021 | $0,5000 |
| 18 de agosto de 2021 | $0,5000 |
WD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
12 analistas
- Compra fuerte 4 33,3%
- Compra 6 50,0%
- Mantener 2 16,7%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-18
Mediana
$59.00
Media
$62.00
← Por Debajo de Todos los Objetivos
$41.38
Mín
$57.00
Máx
$70.00
Objetivo mediano
$59.00
+42,6%
Objetivo medio
$62.00
+49,8%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.48%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.09 | $0.84 | -0.75% |
| 31 de marzo de 2026 | $0.46 | $0.28 | 0.18% |
| 31 de diciembre de 2025 | $-0.41 | $1.27 | -1.7% |
| 30 de septiembre de 2025 | $0.98 | $1.20 | -0.22% |
| 30 de junio de 2025 | $0.99 | $0.74 | 0.25% |
| 31 de marzo de 2025 | $0.08 | $0.71 | -0.63% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WD | $2.01B | 36.7 | 9.0% | 4.6% | 3.2% | — |
| NMIH | $3.11B | 8.3 | 8.5% | 55.0% | 15.5% | — |
| MBIN | — | — | — | — | — | — |
| AGM | — | 10.6 | 8.9% | 50.8% | 12.7% | — |
| UWMC | — | 36.5 | 18.2% | 0.87% | 1.6% | — |
| VEL | $822M | 7.5 | 36.8% | 56.5% | 17.7% | — |
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | — |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | — |
| LDI | — | -4.6 | -93.7% | -609.7% | -15.2% | — |
| BETR | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.23B | $1.13B | $1.05B | $1.26B | $1.26B | $1.08B | $817M | $725M | $712M | $575M | $468M | $361M | |
| Operating Expenses | $1.16B | $1.00B | $916M | $994M | $907M | $753M | $587M | $512M | $478M | $389M | $333M | $277M | |
| Interest Expense | · | · | $50M | $49M | $33M | · | · | · | · | · | · | $18M | |
| Interest Income | $12M | $40M | $45M | $65M | $55M | · | · | · | · | · | · | · | |
| Pretax Income | $79M | $132M | $138M | $265M | $352M | $330M | $230M | $213M | $234M | $186M | $135M | $84M | |
| Income Tax | $22M | $31M | $35M | $56M | $86M | $84M | $57M | $52M | $22M | $71M | $53M | $32M | |
| Net Income | $56M | $108M | $107M | $214M | $266M | $246M | $173M | $161M | $211M | $114M | $82M | $51M | |
| EPS (Basic) | $1.65 | $3.19 | $3.20 | $6.43 | $8.27 | $7.85 | $5.61 | $5.15 | $6.72 | $3.66 | $2.76 | $1.60 | |
| EPS (Diluted) | $1.64 | $3.19 | $3.18 | $6.36 | $8.15 | $7.69 | $5.45 | $4.96 | $6.47 | $3.57 | $2.65 | $1.58 | |
| Shares (Basic) | 33,347,000 | 33,116,000 | 32,697,000 | 32,326,000 | 31,081,000 | 30,444,000 | 29,913,000 | 30,202,000 | 30,176,000 | 29,768,000 | 29,754,000 | 32,210,000 | |
| Shares (Diluted) | 33,369,000 | 33,158,000 | 32,875,000 | 32,687,000 | 31,533,000 | 31,083,000 | 30,815,000 | 31,384,000 | 31,386,000 | 30,537,000 | 30,949,000 | 32,624,000 | |
| EBITDA | $239M | $238M | $227M | $235M | $210M | $169M | $152M | $142M | $131M | $111M | $98M | $80M |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $299M | $279M | $329M | $226M | $306M | $321M | $121M | $90M | $191M | $119M | $137M | $113M | |
| PP&E (Net) | $54M | $48M | $43M | $34M | $73M | · | · | · | · | · | · | · | |
| Goodwill | $869M | $869M | $902M | $960M | $699M | $249M | $180M | $174M | $124M | $96M | $90M | $75M | |
| Intangibles | $142M | $157M | $182M | $199M | $184M | $2M | $719M | $670M | · | · | · | $376M | |
| Total Assets | $5.06B | $4.38B | $4.05B | $4.05B | $5.21B | $4.65B | $2.68B | $2.78B | $2.21B | $3.05B | $3.51B | $2.01B | |
| Deferred Tax | $237M | $241M | $245M | $243M | $225M | $186M | $147M | $126M | $108M | $139M | $101M | $85M | |
| Total Liabilities | $3.31B | $2.62B | $2.31B | $2.33B | $3.63B | $3.45B | $1.63B | $1.87B | $1.39B | $2.44B | $3.02B | $1.58B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $1.39B | |
| Common Stock | $334.0K | $332.0K | $329.0K | $323.0K | $320.0K | $307.0K | $300.0K | $295.0K | $300.0K | $296.0K | $295.0K | $318.0K | |
| Retained Earnings | $1.28B | $1.32B | $1.30B | $1.28B | $1.15B | $953M | $797M | $667M | $580M | $381M | $272M | $209M | |
| AOCI | $2M | $586.0K | $-479.0K | $-2M | $3M | $2M | $737.0K | $-75.0K | $93.0K | · | · | · | |
| Stockholders' Equity | $1.74B | $1.75B | $1.72B | $1.69B | $1.55B | $1.20B | $1.04B | $902M | $809M | $610M | $488M | $433M | |
| Liabilities + Equity | $5.06B | $4.38B | $4.05B | $4.05B | $5.21B | $4.65B | $2.68B | $2.78B | $2.21B | $3.05B | $3.51B | $2.01B | |
| Shares Outstanding | 33,389,000 | 33,194,000 | 32,874,000 | 32,396,000 | 32,049,000 | 30,678,000 | 30,035,000 | 29,497,000 | 30,016,000 | 29,551,000 | 29,466,000 | 31,822,000 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $239M | $238M | $227M | $235M | $210M | $169M | $152M | $142M | $131M | $111M | $98M | $80M | |
| Stock-based Comp | $27M | $27M | $28M | $34M | $37M | $28M | $24M | $24M | $21M | $18M | $14M | $10M | |
| Deferred Tax | $-6M | $-2M | $1M | $18M | $34M | $47M | $22M | $17M | $-31M | $38M | $17M | $10M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $2M | $771.0K | |
| Other Non-cash | $-980M | $-241M | $-364M | $1.08B | $324M | $-1.90B | $56M | $-281M | $735M | $478M | $-1.55B | $-881M | |
| Operating Cash Flow | $-664M | $129M | $-518.0K | $1.58B | $870M | $-1.41B | $428M | $64M | $1.07B | $759M | $-1.34B | $-703M | |
| CapEx | $16M | $13M | $16M | $22M | $9M | $3M | $5M | $5M | $5M | $2M | $1M | $3M | |
| Investing Cash Flow | $-77M | $-38M | $127M | $-134M | $-378M | $115M | $-80M | $-552M | $97M | $-67M | $-27M | · | |
| Stock Issued | · | · | $3M | $486.0K | $5M | $14M | $6M | $9M | $3M | $4M | $8M | $8M | |
| Stock Repurchased | $10M | $12M | $21M | $42M | $19M | $46M | $31M | $69M | $35M | $13M | $50M | $38M | |
| Net Stock Activity | $-10M | $-12M | $-17M | $-42M | $-14M | $-32M | $-25M | $-60M | $-32M | $-9M | $-43M | $-30M | |
| Dividends Paid | $92M | $89M | $85M | $80M | $64M | $45M | $37M | $31M | · | · | · | · | |
| Financing Cash Flow | $758M | $-155M | $7M | $-1.58B | $-458M | $1.52B | $-332M | $322M | $-1.09B | $-694M | $1.39B | · | |
| Taxes Paid | $23M | $32M | $31M | $59M | $43M | $30M | $40M | · | · | · | · | · | |
| Free Cash Flow | $-680M | $116M | $-17M | $1.56B | $861M | $-1.41B | $423M | $59M | $1.06B | $757M | $-1.34B | $-732M | |
| Levered FCF | · | · | $-54M | · | · | · | · | · | · | · | · | $-743M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 4.6% | 9.6% | 10.2% | 17.0% | 21.1% | 22.7% | 21.2% | 22.3% | 29.7% | 19.9% | 17.6% | 14.2% | |
| Pretax Margin | 6.4% | 11.6% | 13.1% | 21.1% | 28.0% | 30.5% | 28.2% | 29.3% | 32.8% | 32.3% | 28.9% | 23.3% | |
| EBITDA Margin | 19.3% | 21.0% | 21.5% | 18.7% | 16.7% | 15.6% | 18.7% | 19.6% | 18.4% | 19.4% | 21.0% | 22.2% | |
| ROA | 1.2% | 2.4% | 2.6% | 4.3% | 5.1% | 6.7% | 6.3% | 6.5% | 8.0% | 3.5% | 3.0% | 3.3% | |
| ROE | 3.2% | 6.2% | 6.3% | 13.2% | 18.7% | 21.3% | 17.9% | 18.9% | 29.7% | 20.8% | 17.9% | 12.3% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.0% | 7.4% | -16.2% | -0.03% | 16.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.65% | -3.5% | -0.91% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -48.6% | 0.31% | -50.0% | -22.0% | 6.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -36.4% | -26.9% | -25.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -26.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -48.0% | 0.75% | -49.8% | -19.5% | 8.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -35.9% | -25.9% | -24.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -25.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.23B | $1.13B | $1.05B | $1.26B | $1.26B | $1.08B | $817M | $725M | $712M | $575M | $468M | $361M | |
| Net Income TTM | $56M | $108M | $107M | $214M | $266M | $246M | $173M | $161M | $211M | $114M | $82M | $51M | |
| Market Cap | $2.01B | $3.23B | $3.65B | $2.54B | $4.84B | $2.82B | $1.94B | $1.28B | $1.43B | $922M | $849M | $558M | |
| P/E | 36.7 | 30.5 | 34.9 | 12.3 | 18.5 | 12.0 | 11.9 | 8.7 | 7.3 | 8.7 | 10.9 | 11.1 | |
| P/S | 1.6 | 2.8 | 3.5 | 2.0 | 3.8 | 2.6 | 2.4 | 1.8 | 2.0 | 1.6 | 1.8 | 1.5 | |
| P/B | 1.2 | 1.8 | 2.1 | 1.5 | 3.1 | 2.4 | 1.9 | 1.4 | 1.8 | 1.5 | 1.7 | 1.3 | |
| P / Tangible Book | 2.8 | 4.5 | 5.7 | 4.8 | 7.2 | 3.0 | · | · | · | · | · | · | |
| P / Cash Flow | -3.0 | 24.9 | -7045.1 | 1.6 | 5.6 | -2.0 | 4.5 | 19.9 | 1.3 | 1.2 | -0.6 | -0.8 | |
| P / FCF | -3.0 | 27.7 | -218.3 | 1.6 | 5.6 | -2.0 | 4.6 | 21.5 | 1.3 | 1.2 | -0.6 | -0.8 | |
| Dividend Yield | 4.6% | 2.8% | 2.3% | 3.1% | 1.3% | 1.6% | 1.9% | 2.5% | · | · | · | · | |
| Earnings Yield | 2.7% | 3.3% | 2.9% | 8.1% | 5.4% | 8.4% | 8.4% | 11.5% | 13.6% | 11.4% | 9.2% | 9.0% | |
| Payout Ratio | 163.2% | 81.9% | 79.0% | 37.5% | 24.2% | 18.4% | 21.5% | 19.5% | · | · | · | · | |
| Annual Payout | $92M | $89M | $85M | $80M | $64M | $45M | $37M | $31M | · | · | · | · |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $307M | $301M | $340M | $338M | $319M | $237M | $341M | $292M | $271M | $228M | $274M | $269M | $273M | $239M | $283M | $316M | |
| Operating Expenses | $305M | $275M | $359M | $292M | $273M | $232M | $289M | $255M | $242M | $214M | $235M | $241M | $237M | $204M | $236M | $261M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $9M | · | $14M | · | $11M | · | $14M | |
| Interest Income | $17M | $17M | $-21M | $15M | $11M | $7M | · | $11M | $7M | $7M | · | $12M | $12M | $11M | $20M | $18M | |
| Pretax Income | $2M | $26M | $-19M | $46M | $46M | $5M | $52M | $38M | $28M | $14M | $39M | $28M | $36M | $35M | $47M | $54M | |
| Income Tax | $-764.0K | $8M | $-5M | $13M | $12M | $3M | $11M | $9M | $8M | $3M | $10M | $7M | $10M | $7M | $10M | $8M | |
| Net Income | $3M | $16M | $-14M | $33M | $34M | $3M | $45M | $29M | $23M | $12M | $32M | $21M | $28M | $27M | $41M | $47M | |
| EPS (Basic) | $0.09 | $0.46 | $-0.41 | $0.98 | $1.00 | $0.08 | $1.32 | $0.85 | $0.67 | $0.35 | $0.94 | $0.64 | $0.82 | $0.80 | $1.25 | $1.41 | |
| EPS (Diluted) | $0.09 | $0.46 | $-0.41 | $0.98 | $0.99 | $0.08 | $1.32 | $0.85 | $0.67 | $0.35 | $0.93 | $0.64 | $0.82 | $0.79 | $1.23 | $1.40 | |
| Shares (Basic) | 33,263,000 | 33,394,000 | -66,651,000 | 33,376,000 | 33,358,000 | 33,264,000 | -66,152,000 | 33,169,000 | 33,121,000 | 32,978,000 | -65,264,000 | 32,737,000 | 32,695,000 | 32,529,000 | -64,571,000 | 32,290,000 | |
| Shares (Diluted) | 33,275,000 | 33,411,000 | -66,695,000 | 33,397,000 | 33,371,000 | 33,296,000 | -66,247,000 | 33,203,000 | 33,154,000 | 33,048,000 | -65,687,000 | 32,895,000 | 32,851,000 | 32,816,000 | -65,244,000 | 32,620,000 | |
| EBITDA | $61M | $63M | · | $60M | $59M | $58M | · | $58M | $56M | $56M | · | $57M | $56M | $57M | · | $60M |
Balance general 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $161M | $193M | $299M | $275M | $234M | $181M | $279M | $180M | $208M | $217M | $329M | $236M | $228M | $188M | $226M | $152M | |
| PP&E (Net) | · | · | $54M | · | · | · | $48M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $869M | $869M | $869M | $869M | $869M | $869M | $869M | $902M | $902M | $902M | · | $950M | $964M | $960M | · | $948M | |
| Intangibles | $134M | $138M | $142M | $146M | $149M | $153M | $157M | $171M | $174M | $178M | · | $186M | $190M | $194M | · | $203M | |
| Total Assets | $4.89B | $6.17B | $5.06B | $5.80B | $4.68B | $4.51B | $4.38B | $4.58B | $4.18B | $3.83B | $4.05B | $4.28B | $4.81B | $4.49B | $4.05B | $6.00B | |
| Deferred Tax | · | · | $237M | · | · | · | $241M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $3.17B | $4.43B | $3.31B | $4.02B | $2.91B | $2.77B | $2.62B | $2.83B | $2.44B | $2.09B | · | $2.55B | $3.08B | $2.78B | · | $4.31B | |
| Common Stock | $333.0K | $332.0K | $334.0K | $333.0K | $333.0K | $333.0K | $332.0K | $332.0K | $331.0K | $331.0K | · | $328.0K | $327.0K | $327.0K | · | $323.0K | |
| Retained Earnings | $1.24B | $1.26B | $1.28B | $1.32B | $1.31B | $1.30B | $1.32B | $1.30B | $1.29B | $1.29B | · | $1.29B | $1.29B | $1.28B | · | $1.26B | |
| AOCI | $612.0K | $1M | $2M | $2M | $3M | $1M | $586.0K | $1M | $415.0K | $-492.0K | · | $-2M | $-1M | $-2M | · | $-1M | |
| Stockholders' Equity | $1.71B | $1.72B | $1.74B | $1.77B | $1.75B | $1.73B | $1.75B | $1.71B | $1.70B | $1.72B | · | $1.71B | $1.70B | $1.69B | · | $1.66B | |
| Liabilities + Equity | $4.89B | $6.17B | $5.06B | $5.80B | $4.68B | $4.51B | $4.38B | $4.58B | $4.18B | $3.83B | · | $4.28B | $4.81B | $4.49B | · | $6.00B | |
| Shares Outstanding | 33,269,000 | 33,249,000 | 33,389,000 | 33,385,000 | 33,366,000 | 33,344,000 | 33,194,000 | 33,189,000 | 33,137,000 | 33,095,000 | · | 32,779,000 | 32,703,000 | 32,679,000 | · | 32,344,000 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $61M | $63M | $62M | $60M | $59M | $58M | $68M | $58M | $56M | $56M | $56M | $57M | $56M | $57M | $58M | $60M | |
| Other Non-cash | · | $-1.22B | · | · | · | $-341M | · | · | · | $-29M | · | · | · | $-630M | · | · | |
| Operating Cash Flow | $1.17B | $-1.14B | $803M | $-948M | $-238M | $-281M | $531M | $-202M | $-238M | $38M | $332M | $549M | $-334M | $-547M | $2.05B | $-1.32B | |
| CapEx | $600.0K | $2M | $7M | $2M | $3M | $4M | $4M | $2M | $4M | $3M | $2M | $4M | $7M | $3M | $3M | $7M | |
| Investing Cash Flow | $-5M | $-40M | $-13M | $-3M | $-23M | $-39M | $-992.0K | $-8M | $-5M | $-25M | $-20M | $36M | $101M | $9M | $37M | $-57M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $1M | · | $2M | $0 | $449.0K | · | $0 | |
| Stock Repurchased | $298.0K | $19M | $183.0K | $1M | $645.0K | $9M | $369.0K | $1M | $809.0K | $10M | $2M | $871.0K | $662.0K | $17M | $2M | $1M | |
| Net Stock Activity | · | $-19M | · | · | · | $-9M | · | · | · | $-9M | · | · | · | $-17M | · | · | |
| Dividends Paid | $24M | $24M | $23M | $23M | $23M | $23M | $22M | $22M | $22M | $22M | $21M | $21M | $21M | $21M | $20M | $20M | |
| Financing Cash Flow | $-1.20B | $1.07B | $-784M | $996M | $324M | $222M | $-469M | $195M | $243M | $-124M | $-221M | $-568M | $282M | $514M | $-2.03B | $1.39B | |
| Taxes Paid | $21M | $68.0K | $1M | $6M | $16M | $-75.0K | $3M | $12M | $18M | $-604.0K | $4M | $6M | $20M | $1M | $2M | $11M | |
| Free Cash Flow | · | $-1.15B | · | · | · | $-285M | · | · | · | $35M | · | · | · | $-549M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $28M | · | · | · | · | · | · |
Rentabilidad 5
| 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 | 0.98% | 5.3% | · | 9.9% | 10.6% | 1.2% | · | 9.8% | 8.4% | 5.2% | · | 8.0% | 10.1% | 11.2% | · | 14.8% | |
| Pretax Margin | 0.68% | 8.6% | · | 13.6% | 14.5% | 2.2% | · | 12.8% | 10.4% | 6.0% | · | 10.5% | 13.2% | 14.5% | · | 17.2% | |
| EBITDA Margin | 19.8% | 20.9% | · | 17.8% | 18.5% | 24.3% | · | 19.7% | 20.7% | 24.5% | · | 21.4% | 20.6% | 23.9% | · | 19.0% | |
| ROA | 0.06% | 0.30% | · | 0.64% | 0.77% | 0.07% | · | 0.65% | 0.50% | 0.29% | · | 0.42% | 0.59% | 0.60% | · | 0.84% | |
| ROE | 0.17% | 0.92% | · | 1.9% | 2.0% | 0.16% | · | 1.7% | 1.3% | 0.70% | · | 1.3% | 1.7% | 1.6% | · | 3.1% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.26B | $1.20B | · | $1.19B | $1.12B | $1.03B | · | $1.06B | $1.04B | $1.01B | · | $1.10B | $1.17B | $1.21B | · | $1.32B | |
| Net Income TTM | $86M | $86M | · | $99M | $88M | $66M | · | $85M | $84M | $88M | · | $123M | $155M | $199M | · | $244M | |
| Market Cap | $1.82B | $1.48B | · | $2.79B | $2.35B | $2.85B | · | $3.77B | $3.25B | $3.34B | · | $2.43B | $2.59B | $2.49B | · | $2.71B | |
| P/E | 21.7 | 17.7 | · | 28.8 | 27.2 | 43.8 | · | 45.3 | 39.6 | 38.9 | · | 20.3 | 17.1 | 12.9 | · | 11.4 | |
| P/S | 1.4 | 1.2 | · | 2.4 | 2.1 | 2.8 | · | 3.6 | 3.1 | 3.3 | · | 2.2 | 2.2 | 2.0 | · | 2.0 | |
| P/B | 1.1 | 0.9 | · | 1.6 | 1.3 | 1.6 | · | 2.2 | 1.9 | 1.9 | · | 1.4 | 1.5 | 1.5 | · | 1.6 | |
| P / Tangible Book | 2.6 | 2.1 | · | 3.7 | 3.2 | 4.0 | · | 5.9 | 5.2 | 5.3 | · | 4.3 | 4.7 | 4.7 | · | 5.3 | |
| P / Cash Flow | · | -1.3 | · | · | · | -10.1 | · | · | · | 87.1 | · | · | · | -4.6 | · | · | |
| P / FCF | · | -1.3 | · | · | · | -10.0 | · | · | · | 95.1 | · | · | · | -4.5 | · | · | |
| Earnings Yield | 4.6% | 5.7% | · | 3.5% | 3.7% | 2.3% | · | 2.2% | 2.5% | 2.6% | · | 4.9% | 5.8% | 7.8% | · | 8.8% | |
| Payout Ratio | · | 148.7% | · | · | · | 832.8% | · | · | · | 185.1% | · | · | · | 79.6% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $1.23B | — | — | $1.13B | — |
| Beneficio neto | $56M | — | — | $108M | — |
| EPS Diluido | $1.64 | — | — | $3.19 | — |
Flujo de Efectivo
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-680M | — | — | $116M | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 285 declarantes · $1.0B 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 |
|---|---|---|---|---|
| 55 (+12 vs trimestre anterior) | 35 (-19 vs trimestre anterior) | 95 (-4 vs trimestre anterior) | 61 (-10 vs trimestre anterior) | +2.7M |
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 | $113 883 814 | 2 081 971 | 11,12% | Acciones |
| STATE STREET CORP | $88 725 479 | 1 622 038 | 8,66% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $81 689 691 | 1 493 413 | 7,98% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $75 256 564 | 1 375 806 | 7,35% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $58 197 846 | 1 311 353 | 5,68% | Acciones |
| JANUS HENDERSON GROUP PLC | $44 111 279 | 993 945 | 4,31% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $40 779 321 | 745 349 | 3,98% | Acciones |
| ROYCE & ASSOCIATES LP | $37 004 933 | 676 507 | 3,61% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $32 329 188 | 728 463 | 3,16% | Acciones |
| Alyeska Investment Group, L.P. | $30 382 513 | 555 439 | 2,97% | Acciones |
| AMERIPRISE FINANCIAL INC | $29 019 116 | 530 514 | 2,83% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26 325 797 | 481 276 | 2,57% | Acciones |
| Erste Asset Management GmbH | $24 223 500 | 450 000 | 2,37% | Acciones |
| MetLife Investment Management, LLC | $20 034 477 | 366 261 | 1,96% | Acciones |
| Balyasny Asset Management L.P. | $18 038 474 | 329 771 | 1,76% | Acciones |
| MORGAN STANLEY | $15 037 333 | 274 905 | 1,47% | Acciones |
| VANGUARD GROUP INC | $12 956 551 | 215 404 | 1,27% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $12 346 337 | 225 710 | 1,21% | Acciones |
| Rockefeller Capital Management L.P. | $10 221 358 | 186 862 | 1,00% | Acciones |
| Russell Investments Group, Ltd. | $9 391 280 | 171 687 | 0,92% | Acciones |
| GOLDMAN SACHS GROUP INC | $9 226 632 | 168 677 | 0,90% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $7 826 874 | 143 087 | 0,76% | Acciones |
| Verdence Capital Advisors LLC | $7 578 937 | 138 555 | 0,74% | Acciones |
| Kathmere Capital Management, LLC | $7 570 535 | 138 401 | 0,74% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7 277 288 | 133 040 | 0,71% | Acciones |
| Public Sector Pension Investment Board | $6 584 567 | 120 376 | 0,64% | Acciones |
| DEUTSCHE BANK AG\ | $6 539 166 | 119 546 | 0,64% | Acciones |
| GRATIA CAPITAL, LLC | $6 361 610 | 116 300 | 0,62% | Opción de compra |
| NEW YORK STATE COMMON RETIREMENT FUND | $6 329 556 | 115 714 | 0,62% | Acciones |
| FIRST TRUST ADVISORS LP | $6 148 827 | 112 410 | 0,60% | Acciones |
| Qube Research & Technologies Ltd | $5 954 150 | 108 851 | 0,58% | Acciones |
| Invenomic Capital Management LP | $5 846 391 | 106 881 | 0,57% | Acciones |
| Bank of New York Mellon Corp | $5 352 942 | 97 860 | 0,52% | Acciones |
| Man Group plc | $5 095 305 | 93 150 | 0,50% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 021 460 | 91 800 | 0,49% | Opción de compra |
| TWO SIGMA ADVISERS, LP | $4 962 375 | 82 500 | 0,48% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 919 444 | 89 935 | 0,48% | Acciones |
| RHUMBLINE ADVISERS | $4 858 489 | 88 821 | 0,47% | Acciones |
| Trexquant Investment LP | $4 652 344 | 85 052 | 0,45% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $4 236 624 | 77 452 | 0,41% | Acciones |
| XTX Topco Ltd | $4 129 959 | 75 502 | 0,40% | Acciones |
| RPg Family Wealth Advisory, LLC | $4 070 044 | 74 407 | 0,40% | Acciones |
| ALGERT GLOBAL LLC | $3 765 548 | 68 840 | 0,37% | Acciones |
| Swiss National Bank | $3 653 960 | 66 800 | 0,36% | Acciones |
| MARSHALL WACE, LLP | $3 439 427 | 62 878 | 0,34% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $2 903 424 | 53 079 | 0,28% | Acciones |
| Legal & General Group Plc | $2 870 054 | 52 469 | 0,28% | Acciones |
| IEQ CAPITAL, LLC | $2 639 932 | 48 262 | 0,26% | Acciones |
| Allianz Asset Management GmbH | $2 570 578 | 57 922 | 0,25% | Acciones |
| BlackRock, Inc. | $2 476 871 | 45 281 | 0,24% | Acciones |
| Resolute Capital Asset Partners LLC | $2 461 500 | 45 000 | 0,24% | Acciones |
| Mariner, LLC | $2 315 675 | 42 335 | 0,23% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $2 235 808 | 40 874 | 0,22% | Acciones |
| PDT Partners, LLC | $2 183 733 | 39 922 | 0,21% | Acciones |
| SHUFRO ROSE & CO LLC | $2 092 348 | 38 251 | 0,20% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 986 102 | 36 309 | 0,19% | Acciones |
| ARGA Investment Management, LP | $1 948 906 | 35 629 | 0,19% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 936 107 | 35 395 | 0,19% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 741 101 | 31 830 | 0,17% | Acciones |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $1 733 990 | 31 700 | 0,17% | Acciones |
| STEINBERG ASSET MANAGEMENT LLC | $1 659 270 | 30 334 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 648 220 | 30 132 | 0,16% | Acciones |
| HighTower Advisors, LLC | $1 647 561 | 30 120 | 0,16% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 609 712 | 29 428 | 0,16% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $1 590 457 | 29 076 | 0,16% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 466 179 | 26 804 | 0,14% | Acciones |
| Freestone Grove Partners LP | $1 461 803 | 26 724 | 0,14% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 288 085 | 29 024 | 0,13% | Acciones |
| Schonfeld Strategic Advisors LLC | $1 277 463 | 23 354 | 0,12% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $1 242 210 | 22 710 | 0,12% | Acciones |
| VARCOV Co. | $1 238 736 | 22 646 | 0,12% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 223 201 | 22 362 | 0,12% | Acciones |
| Quantinno Capital Management LP | $1 151 664 | 21 054 | 0,11% | Acciones |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $1 103 737 | 20 178 | 0,11% | Acciones |
| Cornerstone Investment Partners, LLC | $1 080 434 | 19 752 | 0,11% | Acciones |
| JANE STREET GROUP, LLC | $1 033 830 | 18 900 | 0,10% | Opción de compra |
| D. E. Shaw & Co., Inc. | $1 030 056 | 18 831 | 0,10% | Acciones |
| Illinois Municipal Retirement Fund | $972 621 | 17 781 | 0,09% | Acciones |
| Walleye Capital LLC | $962 009 | 17 587 | 0,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $916 389 | 16 753 | 0,09% | Acciones |
| GRATIA CAPITAL, LLC | $909 059 | 16 619 | 0,09% | Acciones |
| Holocene Advisors, LP | $889 696 | 16 265 | 0,09% | Acciones |
| Federation des caisses Desjardins du Quebec | $873 914 | 15 974 | 0,09% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $858 790 | 15 700 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $848 944 | 15 520 | 0,08% | Acciones |
| AlphaQuest LLC | $822 732 | 13 678 | 0,08% | Acciones |
| Louisiana State Employees Retirement System | $820 500 | 15 000 | 0,08% | Acciones |
| BROWN ADVISORY INC | $820 500 | 15 000 | 0,08% | Acciones |
| Kestra Advisory Services, LLC | $792 745 | 14 493 | 0,08% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $768 635 | 15 302 | 0,08% | Acciones |
| QSV Equity Investors LLC | $749 048 | 12 453 | 0,07% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $740 693 | 13 541 | 0,07% | Acciones |
| Carson Advisory Inc. | $738 450 | 13 500 | 0,07% | Acciones |
| Invesco Ltd. | $737 848 | 13 489 | 0,07% | Acciones |
| GatePass Capital, LLC | $734 457 | 13 427 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $701 692 | 12 828 | 0,07% | Acciones |
| ALLSTATE CORP | $699 449 | 12 787 | 0,07% | Acciones |
| D. E. Shaw & Co., Inc. | $678 280 | 12 400 | 0,07% | Opción de compra |
| Engineers Gate Manager LP | $672 810 | 12 300 | 0,07% | Acciones |
| CAXTON ASSOCIATES LLP | $655 032 | 11 975 | 0,06% | Acciones |
Informantes de la empresa 26 insiders · 8 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| William M Walker | Chairman & CEO | 4 de junio de 2026 A | 488 948 | 1 | 0 | $474 600 |
| Gregory Florkowski | EVP & Chief Financial Officer | 4 de junio de 2026 A | 37 862 | 0 | 0 | $0 |
| Deborah A Wilson | EVP, CFO & Treasurer | 25 de marzo de 2013 F | 93 487 | 0 | 0 | $0 |
| Stephen P Theobald | EVP & Chief Operating Officer | 4 de junio de 2026 A | 81 551 | 0 | 0 | $0 |
| Daniel J Groman | EVP, GC, Secretary & CCO | 4 de junio de 2026 A | 22 305 | 0 | 0 | $0 |
| Paula A. Pryor | EVP and Chief HR Officer | 4 de junio de 2026 A | 15 254 | 0 | 1 | $-459 963 |
| Richard M Lucas | EVP & Gen Counsel & Secretary | 20 de marzo de 2024 A | 143 120 | 0 | 0 | $0 |
| Richard C Warner | EVP & Chief Credit Officer | 2 de marzo de 2020 M | 57 176 | 0 | 0 | $0 |
| Gary S Pinkus | Consejero | 19 de mayo de 2026 A | — | 0 | 0 | $0 |
| Ellen Levy | Consejero | 19 de mayo de 2026 A | — | 0 | 0 | $0 |
| Donna Wells | Consejero | 19 de mayo de 2026 A | 6 658 | 1 | 0 | $23 480 |
| Jeffery R Hayward | Consejero | 19 de mayo de 2026 A | 6 712 | 0 | 0 | $0 |
| John E. Rice Jr | Consejero | 19 de mayo de 2026 A | 36 397 | 0 | 0 | $0 |
| Ernest Michael Freedman | Consejero | 19 de mayo de 2026 A | 9 193 | 1 | 0 | $246 050 |
| Dana L Schmaltz | Consejero | 19 de mayo de 2026 A | 87 421 | 1 | 0 | $45 780 |
| Michael D Malone | Consejero | 2 de mayo de 2024 A | 31 519 | 0 | 0 | $0 |
| Howard W Smith III | Consejero | 15 de marzo de 2024 A | 191 508 | 0 | 0 | $0 |
| Michael J. Warren | Consejero | 4 de mayo de 2023 A | 528 | 0 | 0 | $0 |
| Alan J Bowers | Consejero | 11 de marzo de 2022 L | 43 026 | 0 | 0 | $0 |
| Cynthia A Hallenbeck | Consejero | 10 de mayo de 2018 A | 20 639 | 0 | 0 | $0 |
| Andrew C Florance | Consejero | 4 de junio de 2015 A | 24 019 | 0 | 0 | $0 |
| Mitchell M Gaynor | Consejero | 12 de agosto de 2013 P | 18 543 | 0 | 0 | $0 |
| Edmund Frederick Taylor | Consejero | 16 de agosto de 2011 A | 5 517 | 0 | 0 | $0 |
| Fortress Investment Group LLC | Propietario del 10% | 20 de marzo de 2015 S | 0 | 0 | 0 | $0 |
| CREDIT SUISSE/ | Propietario del 10% | 27 de marzo de 2013 S | 3 429 875 | 0 | 0 | $0 |
| Mallory Walker | Propietario del 10% | 20 de diciembre de 2010 S | 2 189 307 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 8 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 |
|---|---|---|---|---|---|
| William M. Walker, Walker Family Holdings, LLC ×8 presentaciones | 16 de septiembre de 2022 | — | Presentación inicial | — | SEC |
| Howard W. Smith, III ×4 presentaciones | 30 de diciembre de 2015 | — | Presentación inicial | — | SEC |
| Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II UB Securities LLC, FCO MA II LP, FCO MA LSS LP, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, FCOF UB Investments LLC, FCOF II UB Investments LLC, FIF V WD LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×4 presentaciones | 24 de marzo de 2015 | — | Presentación inicial | Estructura de capital | SEC |
| Credit Suisse AG (See Item 2) ×3 presentaciones | 19 de marzo de 2014 | — | Presentación inicial | — | SEC |
| Credit Suisse AG ×4 presentaciones | 10 de abril de 2013 | — | Presentación inicial | — | SEC |
| Mallory Walker ×4 presentaciones | 12 de diciembre de 2012 | — | Presentación inicial | — | SEC |
| CW Financial Services LLC, Galaxy Acquisition LLC, Galaxy CF Holdings LLC, Galaxy PEF Holdings LLC, Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II LP, FCO MA LSS LP, Galaxy CF UST Investment Holdings LLC, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Galaxy Acquisition Blocker B LLC, Galacy Acquisition Blocker CFG LLC, Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×3 presentaciones | 14 de septiembre de 2012 | — | Presentación inicial | Campaña de la junta directiva | SEC |
| 19 de junio de 2012 | — | 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 60 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 |
|---|---|---|---|---|
| FYT · First Trust Exchange-Traded AlphaDE… | 0,68% | 24 623 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,33% | 10 421 NS | 30 de abril de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,33% | 2 011 SH | 8 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,32% | 78 214 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,20% | 72 848 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,19% | 979 NS | 30 de abril de 2026 | N-PORT |
| IJS · iShares Trust | 0,16% | 305 253 SH | 8 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,14% | 3 806 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,13% | 32 425 NS | 30 de abril de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,12% | 29 171 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,11% | 7 034 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,11% | 15 928 NS | 31 de mayo de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 120 106 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,10% | 218 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,10% | 314 403 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,10% | 4 077 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,09% | 5 344 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 12 615 NS | 30 de abril de 2026 | N-PORT |
| IJR · iShares Trust | 0,08% | 2 094 464 SH | 8 de agosto de 2026 | Diario |
| SAA · ProShares Trust | 0,08% | 408 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,07% | 128 364 NS | 31 de mayo de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 10 175 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,07% | 187 987 NS | 30 de abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 31 937 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 194 782 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,06% | 85 536 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 34 611 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,05% | 14 284 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,05% | 872 094 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,05% | 26 174 NS | 31 de mayo de 2026 | N-PORT |
| ISCV · iShares Trust | 0,04% | 6 999 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,04% | 1 552 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 112 237 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,04% | 473 901 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 163 018 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 1 214 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 1 595 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 4 557 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 392 790 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 749 142 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,02% | 54 678 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 8 618 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 1 231 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 1 235 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2 078 SH | 8 de agosto de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 130 168 SH | 8 de agosto de 2026 | Diario |
| HDG · ProShares Trust | 0,01% | 31 NS | 31 de mayo de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 1 604 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 2 002 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 37 136 NS | 30 de abril de 2026 | N-PORT |