WFC Wells Fargo & Company Common Stock
$86,15
Precio · Ago 28, 2026
Fundamentales a fecha de Jul 28, 2026
Rango 52S
$73–$98
54% of range
Calificación del Analista
BUY
30 analysts
Precio Objetivo
$100
+16% upside
P/E (TTM)
13.6
ROE
11.8%
Margen de Beneficio Neto
25.5%
Acerca de Wells Fargo & Company Common Stock Descripción general de la empresa de Wikipedia
Wells Fargo & Co. es una compañía de servicios financieros con operaciones en todo el mundo. Wells Fargo es el cuarto mejor banco de EE. UU. por calidad de activos y el tercer mayor banco por capitalización bursátil. Wells Fargo es el segundo mayor banco en depósitos, servicios hipotecarios, y tarjetas de débito. En 2007 fue el único banco en los Estados Unidos en tener una calificación AAA por S&P, aunque su calificación ha sido reducida a AA- a la luz de la crisis económica de 2008.
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Wells Fargo & Co. es una compañía de servicios financieros con operaciones en todo el mundo. Wells Fargo es el cuarto mejor banco de EE. UU. por calidad de activos y el tercer mayor banco por capitalización bursátil. Wells Fargo es el segundo mayor banco en depósitos, servicios hipotecarios, y tarjetas de débito. En 2007 fue el único banco en los Estados Unidos en tener una calificación AAA por S&P, aunque su calificación ha sido reducida a AA- a la luz de la crisis económica de 2008.
Con sede en San Francisco, California, Wells Fargo es el resultado de una adquisición, California Wells Fargo & Co. con sede en California por parte de la corporación con sede en Minneapolis Norwest Corporation en 1998. La nueva empresa optó por mantener el nombre de Wells Fargo, para capitalizar la larga historia del reconocimiento a nivel nacional de Wells Fargo. Tras la adquisición, la empresa matriz trasladó su sede a San Francisco.
A partir de 2009, Wells Fargo cuenta con 6.650 sucursales (llamadas "stores" o tiendas por Wells Fargo), 12.260 cajeros automáticos, 276.000 empleados y más de 48 millones de clientes. Wells Fargo actualmente opera sucursales y cajeros automáticos bajo los nombres de Wells Fargo y Wachovia. Wells Fargo fue nombrado como "el Banco de EE.UU. más seguro del mundo", por Fitch Ratings and Standard & Poor's.
Wells Fargo es uno de los "cuatro grandes" bancos de los Estados Unidos junto con el Bank of America, Citigroup y JP Morgan Chase.
Actualmente (desde 2021) el Banco está discriminando a los inversores extranjeros, pidiendo que cierren las cuentas, aunque sean de una LLC siempre que los dueños no sean residentes, esta acción está descapitalizando al banco provocando una volatilidad negativa en sus acciones.
Wells Fargo permite enviar dinero a otro banco sin problemas, solo se debe tener el número de cuenta, nombre y apellido del titular, tipo de cuenta (corriente, ahorros), igualmente el monto a enviar.
"Todos los extranjeros No Residentes deben comunicarse para cerrar la cuenta antes que quede bloqueada" Ese es el mensaje al consultar una apertura de cuenta comercial, no solo no la abren sino que cierran la personal y cualquier cuenta que tengan los Extranjeros No Residentes.
El fraude de las cuentas fantasma en Wells Fargo es mayor del anticipado. El grupo financiero con sede en San Francisco reconoce ahora que sus empleados crearon 3,5 millones de cuentas sin la autorización de sus clientes, que incluyen tanto particulares como pequeñas empresas. En un primer momento se habló de 2,1 millones. El escándalo forzó la dimisión de su consejero delegado.
Las cuentas ficticias se abrieron entre 2009 y 2016. Los empleados las crearon para cumplir los objetivos de ventas que imponía la dirección y poder beneficiarse de una paga extra a final de año. Una investigación preliminar ya señaló que los gestores actuaron con demasiada lentitud a la hora de atajar estos abusos. John Stumpf no solo dejó el cargo, además tuvo que devolver parte de su sueldo.
Stumpf sabía del problema en 2012 pero se minimizó su alcance y solo se empezó a investigar tres años después. El escándalo de Wells Fargo tuvo también ramificaciones políticas. La senadora demócrata Elizabeth Warren utiliza el fraude para denunciar que los reguladores del sector financiero, especialmente la Reserva Federal, no actúan de una manera contundente para exigir responsabilidades.
Las cuentas fantasma incluyen depósitos y tarjetas de crédito. El banco explica que estos 1,4 millones adicionales se descubren tras una revisión más amplia del fraude. Los reguladores se limitaron a sancionar a la entidad con 185 millones de dólares por permitir estas prácticas. Las últimas revelaciones, por tanto, pueden alimentar aún más el debate político sobre la reprimenda a Wells Fargo.
Los demócratas, en paralelo, se hacen con nuevos argumentos para demostrar que es necesario disponer de una agencia que proteja a los consumidores de los fraudes de tipo financiero. Los republicanos, con el apoyo de la Casa Blanca, quieren aprovechar la reforma de la regulación adoptada tras la crisis para desmantelarla. Janet Yellen, la presidenta de la Fed, pidió que los cambios sean modestos.
La primera investigación interna arrancaba en 2011. Wells Fargo, uno de los cinco mayores bancos de Estados Unidos, aceptó revisar los datos desde 2009 tras la presión a la que le sometieron los legisladores. La firma compensó a los clientes afectados con 10,7 millones de dólares. Tim Sloan, su consejero delegado, espera de esta manera poder pasar página.
## Edificios corporativos
Wells Fargo Center en Los Angeles, CA
Wells Fargo Place en Saint Paul, MN
Wells Fargo Center en Minneapolis, MN
Wells Fargo Center en Denver, CO
Wells Fargo Center en West Des Moines, IA
Wells Fargo Plaza en Houston, TX
Wells Fargo Plaza en Phoenix, Arizona
Wells Fargo Center en Portland, OR
Wells Fargo Center en Salt Lake City, UT
Wells Fargo Center en Sacramento, CA
Wells Fargo Headquarters en San Francisco, CA
Wells Fargo Plaza en El Paso, TX
Wells Fargo Center en Albuquerque, NM
Wells Fargo Tower en Colorado Springs, CO
Wells Fargo Center en Seattle, WA
Wells Fargo Center en Boise, ID
Wells Fargo
Wells Fargo , Lanus.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
WFC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$86.15
Capitalización Bursátil
$263.99B
P/E (TTM)
13.6
BPA (TTM)
$6.26
Ingresos (TTM)
—
Rendimiento div.
2.1%
ROE
11.8%
Deuda/Capital
0.1
Rango 52S
$73 – $98
WFC 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
—
BPA
$6.26
2023-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
25.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
WFC
Mediana de Pares
P/E (TTM)
13.6
13.5
P/S (TTM) (P/V (TTM))
3.5
2.1
P/B (P/C)
1.5
1.3
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
WFC
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
25.5%
22.2%
ROA
1.1%
1.1%
ROE
11.8%
11.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
WFC
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.1
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
WFC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
1.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
4.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
2.4%
—
EPS YoY (EPS interanual)
16.6%
—
Net Income YoY (Beneficio Neto interanual)
8.2%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
WFC
Mediana de Pares
Payout Ratio (Ratio de Pago)
25.5%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.1%
Ratio de Pago
25.5%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 7 de agosto de 2026 | $0,5000 |
| 8 de mayo de 2026 | $0,4500 |
| 6 de febrero de 2026 | $0,4500 |
| 7 de noviembre de 2025 | $0,4500 |
| 8 de agosto de 2025 | $0,4500 |
| 9 de mayo de 2025 | $0,4000 |
| 7 de febrero de 2025 | $0,4000 |
| 8 de noviembre de 2024 | $0,4000 |
| 9 de agosto de 2024 | $0,4000 |
| 9 de mayo de 2024 | $0,3500 |
| 1 de febrero de 2024 | $0,3500 |
| 2 de noviembre de 2023 | $0,3500 |
| 3 de agosto de 2023 | $0,3500 |
| 4 de mayo de 2023 | $0,3000 |
| 2 de febrero de 2023 | $0,3000 |
| 3 de noviembre de 2022 | $0,3000 |
| 4 de agosto de 2022 | $0,3000 |
| 5 de mayo de 2022 | $0,2500 |
| 3 de febrero de 2022 | $0,2500 |
| 4 de noviembre de 2021 | $0,2000 |
WFC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
30 analistas
- Compra fuerte 6 20,0%
- Compra 14 46,7%
- Mantener 10 33,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
23 analistas · 2026-08-30
Mediana
$102.00
← Por Debajo de Todos los Objetivos
$86.15
Mín
$90.00
Máx
$115.00
Objetivo mediano
$102.00
+18,4%
Objetivo medio
$100.24
+16,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.08%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $2.00 | $1.74 | 0.26% |
| 31 de marzo de 2026 | $1.60 | $1.60 | 0.00% |
| 31 de diciembre de 2025 | $1.62 | $1.69 | -0.07% |
| 30 de septiembre de 2025 | $1.66 | $1.56 | 0.10% |
| 30 de junio de 2025 | $1.54 | $1.42 | 0.12% |
| 31 de marzo de 2025 | $1.33 | $1.25 | 0.08% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WFC | $288.23B | 14.9 | 1.7% | 25.5% | 11.8% | — |
| JPM | $868.77B | 16.1 | 2.8% | 31.3% | 16.1% | — |
| BAC | $396.69B | 14.4 | 6.8% | 27.0% | 10.1% | — |
| C | — | 16.7 | 5.6% | 16.8% | 6.8% | — |
| USB | $85.38B | 11.5 | 4.4% | 26.4% | 12.2% | — |
| PNC | $81.40B | 12.6 | 7.2% | 30.3% | 12.2% | — |
| FITB | — | — | — | — | — | — |
| FCNCA | — | — | — | — | — | — |
| KEY | $22.75B | 13.6 | 62.6% | 24.3% | 9.2% | — |
| FRBT | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | · | $85.06B | $86.41B | $88.39B | $88.27B | |
| Interest Expense | · | · | $32.74B | $9.07B | $3.92B | $7.96B | $18.85B | $14.65B | $9.35B | $5.91B | |
| Interest Income | $87.31B | $90.78B | $85.12B | $54.02B | $39.69B | $47.92B | $66.16B | $64.65B | $58.91B | $53.66B | |
| Pretax Income | $25.20B | $23.36B | $21.64B | $15.63B | $29.56B | $2.50B | $25.97B | $28.54B | $27.38B | $32.12B | |
| Income Tax | $3.84B | $3.40B | $2.61B | $2.25B | $5.76B | $-1.16B | $5.76B | $5.66B | $4.92B | $10.07B | |
| Net Income | $21.34B | $19.72B | $19.14B | $13.68B | $22.11B | $3.38B | $19.71B | $22.39B | $22.18B | $21.94B | |
| EPS (Basic) | $6.34 | $5.43 | $4.88 | $3.30 | $5.13 | $0.43 | $4.12 | $4.31 | $4.14 | $4.03 | |
| EPS (Diluted) | $6.26 | $5.37 | $4.83 | $3.27 | $5.08 | $0.43 | $4.09 | $4.28 | $4.10 | $3.99 | |
| Shares (Basic) | 3,201,800,000 | 3,426,100,000 | 3,688,300,000 | 3,805,200,000 | 4,061,900,000 | 4,118,000,000 | 4,393,100,000 | 4,799,700,000 | 4,964,600,000 | 5,052,800,000 | |
| Shares (Diluted) | 3,242,300,000 | 3,467,600,000 | 3,720,400,000 | 3,837,000,000 | 4,096,200,000 | 4,134,200,000 | 4,425,400,000 | 4,838,400,000 | 5,017,300,000 | 5,108,300,000 | |
| EBITDA | $7.71B | $7.56B | $6.27B | $6.83B | $7.89B | $8.74B | $7.08B | $5.59B | $5.41B | $4.97B |
Balance general 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | · | · | · | · | · | · | $9.31B | $8.92B | $8.85B | $8.33B | |
| PP&E (Gross) | · | · | · | · | · | · | · | $20.09B | $20.15B | $19.18B | |
| Accum. Depreciation | · | · | · | · | · | · | · | $11.17B | $11.30B | $10.85B | |
| Goodwill | $24.97B | $25.17B | $25.18B | $25.17B | $25.18B | $26.39B | $26.39B | $26.42B | $26.59B | $26.69B | |
| Intangibles | · | · | · | $1.32B | $1.48B | $1.64B | $1.85B | $1.99B | $3.03B | $4.12B | |
| Total Assets | $2.15T | $1.93T | $1.93T | $1.88T | $1.95T | $1.95T | $1.93T | $1.90T | $1.95T | $1.93T | |
| Short-term Debt | $18.32B | $2.70B | $89.56B | $51.15B | $34.41B | $59.00B | $104.51B | $105.79B | $103.26B | $96.78B | |
| Deferred Tax | · | · | · | · | · | · | $7.28B | $8.99B | $8.16B | $7.05B | |
| Total Liabilities | $1.97T | $1.75T | $1.75T | $1.70T | $1.76T | $1.77T | $1.74T | $1.70T | $1.74T | $1.73T | |
| Long-term Debt | $174.71B | $173.08B | $207.59B | $174.87B | $160.69B | $212.95B | $228.19B | $229.04B | $225.02B | $255.08B | |
| Total Debt | $18.32B | $108.81B | $89.56B | $51.15B | $34.41B | $59.00B | $104.51B | $105.79B | $103.26B | $96.78B | |
| Common Stock | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | |
| Paid-in Capital | $61.29B | $60.82B | $60.55B | $60.32B | $60.20B | $60.20B | $61.05B | $60.69B | $60.89B | $60.23B | |
| Retained Earnings | $228.87B | $214.20B | $201.14B | $187.97B | $180.32B | $161.94B | $166.70B | $158.16B | $145.26B | $133.07B | |
| Treasury Stock | $128.12B | $111.46B | $92.96B | $82.85B | $79.76B | $67.79B | $68.83B | $47.19B | $29.89B | $22.71B | |
| AOCI | $-6.67B | $-12.18B | $-11.58B | $-13.36B | $-1.70B | $214M | $-1.31B | $-6.34B | $-2.14B | $-3.14B | |
| Stockholders' Equity | $181.12B | $179.12B | $185.74B | $180.23B | $187.61B | $184.68B | $187.15B | $196.17B | $206.94B | $199.58B | |
| Liabilities + Equity | $2.15T | $1.93T | $1.93T | $1.88T | $1.95T | $1.95T | $1.93T | $1.90T | $1.95T | $1.93T | |
| Shares Outstanding | 3,092,600,000 | 3,288,900,000 | 3,598,900,000 | 3,833,800,000 | · | · | · | · | · | · |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7.71B | $7.56B | $6.27B | $6.83B | $7.89B | $8.22B | $6.57B | $5.59B | $5.41B | $4.97B | |
| Stock-based Comp | $1.48B | $1.28B | $1.12B | $978M | $1.00B | $622M | $1.22B | $1.02B | $849M | $779M | |
| Deferred Tax | $-1.87B | $-911M | $-50M | $1.24B | $-1.11B | $-3.29B | $-3.19B | $1.97B | $666M | $1.79B | |
| Amort. of Intangibles | · | · | · | $306M | $305M | $403M | $108M | $1.06B | $1.15B | $1.19B | |
| Restructuring | · | · | $0 | $5M | $76M | $1.50B | $0 | $0 | · | · | |
| Other Non-cash | $-47.66B | $-24.61B | $13.87B | $4.98B | $-40.68B | $-7.29B | $-17.86B | $5.09B | $-10.38B | $-29.31B | |
| Operating Cash Flow | $-19.00B | $3.04B | $40.36B | $27.05B | $-11.53B | $2.05B | $6.73B | $36.07B | $18.62B | $1.01B | |
| Investing Cash Flow | $-187.90B | $-15.65B | $16.04B | $-42.48B | $-7.62B | $122.55B | $-29.63B | $-7.75B | $-13.15B | · | |
| Net Debt Issued | $-34.47B | $-55.58B | $-22.89B | $-19.59B | $-47.13B | $-65.35B | $-61.00B | $-40.56B | $-80.80B | $-34.46B | |
| Stock Issued | · | · | · | · | · | $571M | $380M | $632M | $1.21B | $1.42B | |
| Stock Repurchased | $17.52B | $19.45B | $11.85B | $6.03B | $14.46B | $3.42B | $24.53B | $20.63B | $9.91B | $8.12B | |
| Net Stock Activity | $-17.52B | $-19.45B | $-11.85B | $-6.03B | $-14.46B | $-2.84B | $-24.15B | $-20.00B | $-8.70B | $-6.70B | |
| Dividends Paid | $5.43B | $5.13B | $4.79B | $4.18B | $2.42B | $4.85B | $8.20B | $7.69B | $7.48B | $7.47B | |
| Financing Cash Flow | $177.59B | $-21.53B | $20.49B | $-59.65B | $-11.24B | $-1.24B | $-9.14B | $-70.98B | $-10.92B | · | |
| Net Change in Cash | $-29.31B | $-34.15B | $76.89B | $-75.07B | $-30.38B | $123.36B | $-32.04B | $-42.66B | $-5.45B | $-18.12B | |
| Taxes Paid | $1.42B | $1.66B | $-1.79B | $3.38B | $3.17B | $1.18B | $7.49B | $-135M | · | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 25.5% | 24.0% | 23.2% | 17.9% | 27.5% | 4.6% | 23.0% | 25.9% | 25.1% | 24.9% | |
| Pretax Margin | 30.1% | 28.4% | 26.2% | 20.3% | 36.7% | 0.80% | 28.4% | 33.0% | 31.0% | 36.4% | |
| EBITDA Margin | 9.2% | 9.2% | 7.6% | 9.3% | 10.1% | 12.1% | 8.3% | 6.5% | 6.1% | 5.6% | |
| ROA | 1.1% | 1.0% | 1.0% | 0.70% | 1.1% | 0.17% | 1.0% | 1.2% | 1.1% | 1.2% | |
| ROE | 11.8% | 10.8% | 10.5% | 7.2% | 11.6% | 1.8% | 10.2% | 11.1% | 10.9% | 11.2% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.6 | 0.5 | 0.3 | 0.2 | 0.3 | 0.6 | 0.5 | 0.5 | 0.5 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.7% | -0.36% | 11.1% | -6.1% | 6.6% | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.0% | 1.3% | 3.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.6% | 11.2% | 47.7% | -35.6% | 1081.4% | · | · | · | · | · | |
| EPS CAGR 3Y | 24.2% | 1.9% | 124.0% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 70.9% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 8.2% | 3.0% | 40.0% | -38.1% | 554.7% | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.0% | -3.7% | 78.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 44.6% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 2.3% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $76.42B | $76.42B | $76.42B | $76.42B | $76.42B | $76.42B | $85.06B | $86.41B | $88.39B | $88.27B | |
| Net Income TTM | $21.34B | $19.72B | $19.14B | $13.68B | $22.11B | $3.38B | $19.71B | $22.39B | $22.18B | $21.94B | |
| Market Cap | $288.23B | · | · | · | · | · | · | · | · | · | |
| P/E | 14.9 | 13.1 | 10.2 | 12.6 | 9.4 | 70.2 | 13.2 | 10.8 | 14.8 | 13.8 | |
| P/S | 3.8 | · | · | · | · | · | · | · | · | · | |
| P/B | 1.6 | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.8 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | -15.2 | · | · | · | · | · | · | · | · | · | |
| Dividend Yield | 1.9% | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 6.7% | 7.6% | 9.8% | 7.9% | 10.6% | 1.4% | 7.6% | 9.3% | 6.8% | 7.2% | |
| Payout Ratio | 25.5% | 26.0% | 25.0% | 31.7% | 11.2% | 147.0% | 41.9% | 34.4% | 33.7% | 34.1% | |
| Annual Payout | $5.43B | $5.13B | $4.79B | $4.18B | $2.42B | $4.85B | $8.20B | $7.69B | $7.48B | $7.47B |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $10.96B | $10.61B | · | $8.99B | $7.67B | $6.02B | · | $2.40B | |
| Interest Income | $23.28B | $22.45B | $22.60B | $22.42B | $21.32B | $20.97B | $22.05B | $23.00B | $22.88B | $22.84B | $22.84B | $22.09B | $20.83B | $19.36B | $17.79B | $14.49B | |
| Pretax Income | $8.05B | $5.98B | $6.53B | $6.91B | $6.44B | $5.33B | $5.38B | $6.23B | $6.16B | $5.59B | $3.41B | $6.55B | $5.83B | $5.85B | $2.89B | $4.48B | |
| Income Tax | $1.40B | $691M | $1.10B | $1.30B | $916M | $522M | $120M | $1.06B | $1.25B | $964M | $-100M | $811M | $930M | $966M | $-29M | $912M | |
| Net Income | $6.41B | $5.25B | $5.36B | $5.59B | $5.49B | $4.89B | $5.08B | $5.11B | $4.91B | $4.62B | $3.45B | $5.77B | $4.94B | $4.99B | $3.15B | $3.59B | |
| EPS (Basic) | $2.02 | $1.62 | $1.64 | $1.68 | $1.61 | $1.41 | $1.44 | $1.43 | $1.35 | $1.21 | $0.89 | $1.49 | $1.26 | $1.24 | $0.76 | $0.87 | |
| EPS (Diluted) | $2.00 | $1.60 | $1.61 | $1.66 | $1.60 | $1.39 | $1.42 | $1.42 | $1.33 | $1.20 | $0.87 | $1.48 | $1.25 | $1.23 | $0.75 | $0.86 | |
| Shares (Basic) | 3,044,000,000 | 3,080,000,000 | -6,493,500,000 | 3,182,200,000 | 3,232,700,000 | 3,280,400,000 | -6,967,100,000 | 3,384,800,000 | 3,448,300,000 | 3,560,100,000 | -7,446,000,000 | 3,648,800,000 | 3,699,900,000 | 3,785,600,000 | -7,616,200,000 | 3,796,500,000 | |
| Shares (Diluted) | 3,074,600,000 | 3,117,700,000 | -6,569,800,000 | 3,223,500,000 | 3,267,000,000 | 3,321,600,000 | -7,043,800,000 | 3,425,100,000 | 3,486,200,000 | 3,600,100,000 | -7,503,800,000 | 3,680,600,000 | 3,724,900,000 | 3,818,700,000 | -7,676,600,000 | 3,825,100,000 | |
| EBITDA | · | $1.84B | · | · | · | $1.86B | · | · | · | $1.82B | · | · | · | $1.55B | · | · |
Balance general 15
| 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 | $24.96B | $24.96B | $24.97B | $25.07B | $25.07B | $25.07B | $25.17B | $25.17B | $25.17B | $25.17B | $25.18B | $25.17B | $25.18B | $25.17B | $25.17B | $25.17B | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | $1.20B | $1.24B | $1.27B | · | $1.37B | |
| Total Assets | $2.28T | $2.21T | $2.15T | $2.06T | $1.98T | $1.95T | $1.93T | $1.92T | $1.94T | $1.96T | · | $1.91T | $1.88T | $1.89T | · | $1.88T | |
| Short-term Debt | $25.17B | $32.28B | $18.32B | $230.65B | $188.00B | $139.78B | $2.70B | $111.89B | $118.83B | $109.01B | · | $93.33B | $84.25B | $81.01B | · | $48.38B | |
| Total Liabilities | $2.10T | $2.03T | $1.97T | $1.88T | $1.80T | $1.77T | $1.75T | $1.74T | $1.76T | $1.78T | · | $1.73T | $1.69T | $1.70T | · | $1.70T | |
| Long-term Debt | $182.14B | $183.94B | $174.71B | $177.77B | $176.24B | $173.66B | $173.08B | $182.01B | $179.14B | $187.76B | · | $190.03B | $170.63B | $173.47B | · | $156.41B | |
| Total Debt | $25.17B | $32.28B | · | $230.65B | $188.00B | $139.78B | · | $111.89B | $118.83B | $109.01B | · | $93.33B | · | $81.01B | · | $48.38B | |
| Common Stock | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | $9.14B | · | $9.14B | $9.14B | $9.14B | · | $9.14B | |
| Paid-in Capital | $61.19B | $60.85B | $61.29B | $61.02B | $60.67B | $60.27B | $60.82B | $60.62B | $60.37B | $60.13B | · | $60.37B | $60.17B | $59.95B | · | $60.22B | |
| Retained Earnings | $237.23B | $232.46B | $228.87B | $225.19B | $221.31B | $217.41B | $214.20B | $210.75B | $207.28B | $203.87B | · | $199.29B | $195.16B | $191.69B | · | $186.55B | |
| Treasury Stock | $134.44B | $131.48B | $128.12B | $123.15B | $117.24B | $114.34B | $111.46B | $107.48B | $104.25B | $98.26B | · | $91.22B | $89.86B | $86.05B | · | $84.78B | |
| AOCI | $-8.28B | $-7.92B | $-6.67B | $-7.65B | $-9.37B | $-10.00B | $-12.18B | $-8.37B | $-12.72B | $-12.55B | · | $-15.88B | $-13.44B | $-12.57B | · | $-14.34B | |
| Stockholders' Equity | $180.19B | $178.40B | $181.12B | $181.15B | $181.11B | $181.09B | $179.12B | $183.26B | $176.43B | $180.94B | · | $180.72B | $180.19B | $181.17B | · | $176.19B | |
| Liabilities + Equity | $2.28T | $2.21T | $2.15T | $2.06T | $1.98T | $1.95T | $1.93T | $1.92T | $1.94T | $1.96T | · | $1.91T | $1.88T | $1.89T | · | $1.88T | |
| Shares Outstanding | 3,028,500,000 | 3,064,300,000 | 3,092,600,000 | 3,148,900,000 | 3,220,400,000 | 3,261,700,000 | 3,288,900,000 | · | · | · | 3,598,900,000 | · | · | · | · | · |
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 | $1.88B | $1.84B | $2.12B | $1.84B | $1.89B | $1.86B | $1.98B | $1.78B | $1.97B | $1.82B | $1.49B | $1.60B | $1.63B | $1.55B | $1.58B | $1.69B | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | $72M | $75M | $74M | · | $76M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | · | $0 | |
| Other Non-cash | · | $2.05B | · | · | · | $-17.79B | · | · | · | $-18.56B | · | · | · | $863M | · | · | |
| Operating Cash Flow | $6.78B | $9.14B | $4.12B | $-869M | $-11.22B | $-11.04B | $8.90B | $4.21B | $2.05B | $-12.12B | $18.20B | $15.51B | $-755M | $7.41B | $7.25B | $12.02B | |
| Investing Cash Flow | $-29.87B | $-55.57B | $-85.57B | $-82.86B | $8.05B | $-27.51B | $-1.06B | $-21.10B | $-14.58B | $21.09B | $-4.23B | $7.63B | $20.60B | $-7.96B | $-15.93B | $919M | |
| Net Debt Issued | · | $-1.33B | · | · | · | $-9.62B | · | · | · | $-26.61B | · | · | · | $-5.16B | · | · | |
| Stock Repurchased | $3.02B | $4.00B | $5.00B | $6.00B | $3.02B | $3.50B | $4.00B | $3.44B | $6.01B | $6.00B | $2.35B | $1.48B | $4.00B | $4.02B | $6M | $5M | |
| Net Stock Activity | · | $-4.00B | · | · | · | $-3.50B | · | · | · | $-6.00B | · | · | · | $-4.02B | · | · | |
| Dividends Paid | $1.37B | $1.39B | $1.40B | $1.43B | $1.29B | $1.32B | $1.32B | $1.36B | $1.20B | $1.25B | $1.26B | $1.27B | $1.11B | $1.14B | $1.14B | $1.14B | |
| Financing Cash Flow | $51.28B | $47.10B | $81.53B | $63.12B | $20.12B | $12.82B | $9.93B | $-29.76B | $-25.28B | $23.57B | $5.37B | $39.16B | $-21.86B | $-2.18B | $2.38B | $-2.62B | |
| Net Change in Cash | $28.19B | $680M | $77M | $-20.62B | $16.95B | $-25.72B | $17.77B | $-46.65B | $-37.82B | $32.54B | $19.34B | $62.30B | $-2.01B | $-2.73B | $-6.30B | $10.31B | |
| Taxes Paid | · | · | $576M | $209M | $514M | $120M | $1.56B | $527M | $1.43B | $-1.85B | $150M | $48M | $-1.16B | $-827M | $-487M | $46M |
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 | 28.3% | 24.5% | · | 26.1% | 26.4% | 24.3% | · | 25.1% | 23.7% | 22.1% | · | 27.7% | · | 24.1% | · | 18.1% | |
| Pretax Margin | 35.6% | 27.9% | · | 32.2% | 30.9% | 26.4% | · | 30.6% | 29.8% | 26.8% | · | 31.4% | · | 28.2% | · | 22.5% | |
| EBITDA Margin | · | 8.6% | · | · | · | 9.2% | · | · | · | 8.7% | · | · | · | 7.5% | · | · | |
| ROA | 0.30% | 0.25% | · | 0.28% | 0.28% | 0.25% | · | 0.27% | 0.26% | 0.24% | · | 0.30% | · | 0.26% | · | 0.18% | |
| ROE | 3.5% | 2.9% | · | 3.1% | 3.1% | 2.7% | · | 2.8% | 2.8% | 2.5% | · | 3.2% | · | 2.8% | · | 1.9% |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.2 | · | 1.3 | 1.0 | 0.8 | · | 0.6 | 0.7 | 0.6 | · | 0.5 | · | 0.4 | · | 0.3 |
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 |
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 | $76.42B | $76.42B | · | $76.42B | $76.42B | $76.42B | · | $76.42B | $76.42B | $76.42B | · | $76.42B | $76.42B | $76.42B | · | $76.42B | |
| Net Income TTM | $22.74B | $21.23B | · | $21.09B | $20.41B | $19.54B | · | $20.41B | $20.23B | $20.32B | · | $19.29B | $16.66B | $15.51B | · | $15.64B | |
| Market Cap | $250.28B | $243.95B | · | $263.94B | $258.02B | $234.16B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 12.0 | 12.7 | · | 13.8 | 14.0 | 13.4 | · | 10.4 | 11.3 | 11.2 | · | 8.5 | 10.4 | 10.0 | · | 10.9 | |
| P/S | 3.3 | 3.2 | · | 3.5 | 3.4 | 3.1 | · | · | · | · | · | · | · | · | · | · | |
| P/B | 1.4 | 1.4 | · | 1.5 | 1.4 | 1.3 | · | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.6 | 1.6 | · | 1.7 | 1.7 | 1.5 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 26.7 | · | · | · | -21.2 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.3% | 7.8% | · | 7.2% | 7.2% | 7.4% | · | 9.6% | 8.9% | 8.9% | · | 11.8% | 9.6% | 10.0% | · | 9.2% | |
| Payout Ratio | · | 26.4% | · | · | · | 26.9% | · | · | · | 27.0% | · | · | · | 22.8% | · | · |
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 | |
|---|---|---|---|---|---|
| Beneficio neto | $21.34B | — | — | $19.72B | — |
| EPS Diluido | $6.26 | — | — | $5.37 | — |
Balance general
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | — | — | 0.6 | — |
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Propietarios institucionales (13F) 3 172 declarantes · $121.0B 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 |
|---|---|---|---|---|
| 190 (-39 vs trimestre anterior) | 111 (-102 vs trimestre anterior) | 1 084 (+36 vs trimestre anterior) | 1 139 (-59 vs trimestre anterior) | +81.2M |
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 CAPITAL MANAGEMENT LLC | $16 519 666 830 | 199 899 163 | 13,65% | Acciones |
| STATE STREET CORP | $11 238 042 948 | 135 987 935 | 9,29% | Acciones |
| FMR LLC | $6 870 717 092 | 83 140 333 | 5,68% | Acciones |
| Capital Research Global Investors | $6 313 388 526 | 76 395 745 | 5,22% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $5 253 983 369 | 63 862 123 | 4,34% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5 126 123 169 | 62 029 564 | 4,24% | Acciones |
| NORGES BANK | $4 585 493 446 | 55 487 578 | 3,79% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $3 081 266 200 | 37 285 409 | 2,55% | Acciones |
| Dodge & Cox | $2 588 952 219 | 31 328 076 | 2,14% | Acciones |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $2 104 288 682 | 25 463 319 | 1,74% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 729 670 075 | 20 930 180 | 1,43% | Acciones |
| VANGUARD GROUP INC | $1 634 441 969 | 17 536 931 | 1,35% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 534 702 120 | 18 564 172 | 1,27% | Acciones |
| Capital International Investors | $1 500 990 495 | 18 157 561 | 1,24% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 420 008 822 | 17 183 069 | 1,17% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $1 403 600 708 | 16 984 524 | 1,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 030 932 065 | 12 949 781 | 0,85% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $856 069 991 | 10 359 027 | 0,71% | Acciones |
| Aristotle Capital Management, LLC | $814 264 481 | 9 853 089 | 0,67% | Acciones |
| BlackRock, Inc. | $741 249 232 | 8 969 618 | 0,61% | Acciones |
| Davis Selected Advisers | $661 900 943 | 8 008 728 | 0,55% | Acciones |
| BANK OF AMERICA CORP /DE/ | $648 608 717 | 7 848 605 | 0,54% | Acciones |
| Qube Research & Technologies Ltd | $630 867 810 | 7 633 928 | 0,52% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $621 684 969 | 7 522 809 | 0,51% | Acciones |
| Capital World Investors | $621 417 312 | 7 518 425 | 0,51% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $620 861 098 | 7 512 840 | 0,51% | Acciones |
| National Pension Service | $605 519 725 | 7 327 199 | 0,50% | Acciones |
| D. E. Shaw & Co., Inc. | $605 154 952 | 7 322 785 | 0,50% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $600 476 371 | 7 266 171 | 0,50% | Acciones |
| Legal & General Group Plc | $595 243 524 | 7 202 850 | 0,49% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $588 273 832 | 7 118 512 | 0,49% | Acciones |
| California Public Employees Retirement System | $581 176 626 | 7 032 631 | 0,48% | Acciones |
| Boston Partners | $562 194 979 | 6 785 494 | 0,46% | Acciones |
| Vanguard Global Advisers, LLC | $561 317 821 | 6 792 326 | 0,46% | Acciones |
| PRIMECAP MANAGEMENT CO/CA/ | $554 681 499 | 6 712 022 | 0,46% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $530 313 441 | 6 417 152 | 0,44% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $525 121 372 | 6 354 354 | 0,43% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $523 087 069 | 6 329 708 | 0,43% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $480 162 366 | 5 810 290 | 0,40% | Acciones |
| CITADEL ADVISORS LLC | $439 483 983 | 5 318 054 | 0,36% | Acciones |
| JANE STREET GROUP, LLC | $437 149 072 | 5 289 800 | 0,36% | Opción de venta |
| RHUMBLINE ADVISERS | $427 103 853 | 5 168 247 | 0,35% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $392 430 833 | 4 748 679 | 0,32% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $384 483 013 | 4 652 505 | 0,32% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $370 557 677 | 4 483 999 | 0,31% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $360 684 462 | 4 364 525 | 0,30% | Acciones |
| JANE STREET GROUP, LLC | $351 178 680 | 4 249 500 | 0,29% | Opción de compra |
| BARCLAYS PLC | $346 784 134 | 4 196 323 | 0,29% | Acciones |
| Mawer Investment Management Ltd. | $346 684 386 | 4 195 116 | 0,29% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $339 975 613 | 4 054 086 | 0,28% | Acciones |
| M&G PLC | $322 132 794 | 3 881 118 | 0,27% | Acciones |
| Brandywine Global Investment Management, LLC | $319 015 119 | 3 422 909 | 0,26% | Acciones |
| FIRST TRUST ADVISORS LP | $314 803 342 | 3 809 334 | 0,26% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $307 547 735 | 3 721 536 | 0,25% | Acciones |
| Korea Investment CORP | $297 253 436 | 3 596 968 | 0,25% | Acciones |
| UBS Group AG | $296 908 414 | 3 592 793 | 0,25% | Acciones |
| Bank Julius Baer & Co. Ltd, Zurich | $277 251 945 | 3 345 666 | 0,23% | Acciones |
| GOLDMAN SACHS GROUP INC | $274 621 810 | 3 323 110 | 0,23% | Acciones |
| Ensign Peak Advisors, Inc | $267 190 408 | 3 233 185 | 0,22% | Acciones |
| PRUDENTIAL FINANCIAL INC | $263 991 414 | 3 194 475 | 0,22% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $258 921 011 | 3 130 884 | 0,21% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $253 894 872 | 3 072 300 | 0,21% | Opción de venta |
| Caisse de depot et placement du Quebec | $246 875 265 | 2 987 358 | 0,20% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $240 921 753 | 3 026 275 | 0,20% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $238 583 696 | 2 887 024 | 0,20% | Acciones |
| LPL Financial LLC | $234 649 167 | 2 839 414 | 0,19% | Acciones |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $231 708 511 | 2 803 830 | 0,19% | Acciones |
| Nuveen, LLC | $226 861 199 | 2 745 174 | 0,19% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $225 549 021 | 2 729 296 | 0,19% | Acciones |
| FRANKLIN RESOURCES INC | $221 486 604 | 2 680 138 | 0,18% | Acciones |
| Holocene Advisors, LP | $220 118 747 | 2 663 586 | 0,18% | Acciones |
| AVIVA PLC | $220 003 382 | 2 662 190 | 0,18% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $219 687 118 | 2 658 363 | 0,18% | Acciones |
| HighTower Advisors, LLC | $218 400 453 | 2 642 793 | 0,18% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $212 524 186 | 2 571 687 | 0,18% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $210 134 423 | 2 522 925 | 0,17% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $200 217 361 | 2 428 798 | 0,17% | Acciones |
| Temasek Holdings (Private) Ltd | $179 870 340 | 2 176 553 | 0,15% | Acciones |
| APG Asset Management N.V. | $178 705 585 | 2 472 339 | 0,15% | Acciones |
| MORGAN STANLEY | $176 146 912 | 2 131 497 | 0,15% | Acciones |
| UBS Group AG | $174 772 857 | 2 114 870 | 0,14% | Opción de compra |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $164 734 000 | 1 993 393 | 0,14% | Acciones |
| CITIGROUP INC | $163 775 952 | 1 981 800 | 0,14% | Opción de venta |
| US BANCORP \DE\ | $162 645 355 | 1 968 119 | 0,13% | Acciones |
| Nuveen Asset Management, LLC | $160 169 185 | 2 280 313 | 0,13% | Acciones |
| Squarepoint Ops LLC | $158 319 563 | 1 915 774 | 0,13% | Acciones |
| TRUIST FINANCIAL CORP | $151 234 213 | 1 830 036 | 0,12% | Acciones |
| KEYBANK NATIONAL ASSOCIATION/OH | $150 563 076 | 1 821 915 | 0,12% | Acciones |
| FIFTH THIRD BANCORP | $149 924 360 | 1 814 187 | 0,12% | Acciones |
| Pictet Asset Management Holding SA | $148 479 288 | 1 796 700 | 0,12% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $147 350 012 | 1 783 035 | 0,12% | Acciones |
| Point72 Asset Management, L.P. | $140 343 876 | 1 698 256 | 0,12% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $139 304 297 | 1 685 676 | 0,12% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $139 227 988 | 1 684 753 | 0,12% | Acciones |
| RWWM, INC. | $138 851 480 | 1 680 197 | 0,11% | Acciones |
| Retirement Systems of Alabama | $136 698 130 | 1 654 140 | 0,11% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $135 098 715 | 1 634 786 | 0,11% | Acciones |
| Altshuler Shaham Ltd | $134 703 200 | 1 630 000 | 0,11% | Acciones |
| UniSuper Management Pty Ltd | $134 166 288 | 1 623 503 | 0,11% | Acciones |
| Quantinno Capital Management LP | $132 701 714 | 1 605 780 | 0,11% | Acciones |
Informantes de la empresa 93 insiders · 50 directivos · 45 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Charles W Scharf | Chairman and CEO | 5 de marzo de 2026 M | 1 288 277 | 0 | 0 | $0 |
| Allen C. Parker | Interim CEO & President | 26 de marzo de 2019 A | 50 | 0 | 0 | $0 |
| Timothy J Sloan | CEO & President | 15 de marzo de 2019 M | 1 008 263 | 0 | 0 | $0 |
| John G Stumpf | Chairman & CEO | 27 de septiembre de 2016 D | 258 439 | 0 | 0 | $0 |
| Santomassimo Michael P. | Sr. EVP & CFO | 5 de marzo de 2026 M | 505 120 | 0 | 0 | $0 |
| John R. Shrewsberry | Sr. EVP & CFO | 20 de abril de 2020 G | 589 355 | 0 | 0 | $0 |
| Howard I Atkins | Senior Executive VP & CFO | 31 de diciembre de 2010 M | 271 873 | 0 | 0 | $0 |
| Scott Powell | SEVP & Chief Operating Officer | 5 de marzo de 2026 M | 400 757 | 0 | 0 | $0 |
| Derek A. Flowers | Sr. EVP and Chief Risk Officer | 15 de julio de 2026 G | 341 740 | 0 | 0 | $0 |
| Jason M. Rosenberg | SEVP & Head of Public Affairs | 15 de junio de 2026 M | 21 570 | 0 | 0 | $0 |
| Fernando Rivas | Sr. Executive Vice President | 16 de marzo de 2026 J | 0 | 0 | 0 | $0 |
| Bei Ling | Sr. Executive Vice President | 5 de marzo de 2026 M | 41 221 | 0 | 0 | $0 |
| Kyle G Hranicky | Sr. Executive Vice President | 5 de marzo de 2026 M | 129 866 | 0 | 0 | $0 |
| Barry Sommers | Sr. Executive Vice President | 5 de marzo de 2026 M | 235 242 | 0 | 0 | $0 |
| Ellen R Patterson | Sr. EVP and General Counsel | 5 de marzo de 2026 M | 217 116 | 0 | 1 | $-5 244 000 |
| Saul Van Beurden | Sr. Executive Vice President | 5 de marzo de 2026 M | 259 269 | 0 | 0 | $0 |
| Kristy Fercho | Sr. Executive Vice President | 5 de marzo de 2026 M | 93 429 | 0 | 0 | $0 |
| Kleber Santos | Sr. Executive Vice President | 5 de marzo de 2026 M | 110 860 | 0 | 1 | $-2 193 000 |
| Bridget E. Engle | Sr. Executive Vice President | 26 de febrero de 2026 S | 83 478 | 0 | 1 | $-2 613 000 |
| Muneera S Carr | EVP, CAO & Controller | 5 de febrero de 2026 M | 96 594 | 0 | 0 | $0 |
| Ather Williams III | Sr. Executive Vice President | 5 de marzo de 2025 M | 215 884 | 0 | 0 | $0 |
| Jonathan G. Weiss | Sr. Executive Vice President | 28 de enero de 2025 A | 368 908 | 0 | 0 | $0 |
| Tracy M Kerrins | SR. EXECUTIVE VICE PRESIDENT | 15 de marzo de 2024 M | 17 201 | 0 | 0 | $0 |
| William M Daley | Vice Chairman - Public Affairs | 5 de marzo de 2024 M | 51 364 | 0 | 0 | $0 |
| Thomas R Nides | Vice Chairman | 24 de octubre de 2023 A | — | 0 | 0 | $0 |
| Mary T Mack | Sr. Executive Vice President | 15 de marzo de 2023 M | 268 969 | 0 | 0 | $0 |
| Lester Owens | Sr. Executive Vice President | 5 de febrero de 2023 M | 105 661 | 0 | 0 | $0 |
| Michael S Weinbach | Sr. Executive Vice President | 18 de junio de 2022 M | 126 080 | 0 | 0 | $0 |
| Amanda G Norton | Sr. EVP and Chief Risk Officer | 12 de julio de 2021 M | 61 178 | 0 | 0 | $0 |
| Petros G Pelos | Sr. Executive Vice President | 19 de abril de 2021 D | 69 116 | 0 | 0 | $0 |
| David Galloreese | Sr. Executive Vice President | 15 de marzo de 2021 M | 36 746 | 0 | 0 | $0 |
| Richard Levy | EVP & Chief Accounting Officer | 29 de marzo de 2020 M | 66 137 | 0 | 0 | $0 |
| Douglas R Edwards | EVP & Acting General Counsel | 15 de marzo de 2020 M | 25 961 | 0 | 0 | $0 |
| Avid Modjtabai | Sr. Executive Vice President | 28 de julio de 2019 M | 2 590 | 0 | 0 | $0 |
| Hope A. Hardison | Sr. Executive Vice President | 13 de agosto de 2018 S | 107 576 | 0 | 0 | $0 |
| Michael J Loughlin | Sr. Executive Vice President | 1 de marzo de 2018 M | 7 | 0 | 0 | $0 |
| Franklin R Codel | Former Sr. EVP | 16 de noviembre de 2017 D | 92 619 | 0 | 0 | $0 |
| David M Carroll | Senior Exec. Vice President | 9 de junio de 2017 S | 338 161 | 0 | 0 | $0 |
| James M Strother | Sr. Executive Vice President | 15 de marzo de 2017 M | 247 509 | 0 | 0 | $0 |
| Carrie L Tolstedt | Sr. Executive Vice President | 28 de julio de 2016 M | 4 830 | 0 | 0 | $0 |
| Kevin A Rhein | Sr. Executive Vice President | 1 de marzo de 2016 A | 212 351 | 0 | 0 | $0 |
| Patricia R Callahan | Senior Executive VP | 28 de agosto de 2015 G | 487 135 | 0 | 0 | $0 |
| Michael J Heid | Executive Vice President | 22 de julio de 2015 M | 1 359 | 0 | 0 | $0 |
| David A Hoyt | Sr. Executive Vice President | 30 de abril de 2014 M | 113 503 | 0 | 0 | $0 |
| Mark C Oman | Sr. Executive Vice President | 1 de diciembre de 2011 G | 496 621 | 0 | 0 | $0 |
| Julie M White | Executive Vice President | 30 de noviembre de 2009 I | 0 | 0 | 0 | $0 |
| Richard M Kovacevich | Chairman | 5 de marzo de 2009 P | 2 365 273 | 0 | 0 | $0 |
| David J Munio | Executive Vice President | 3 de marzo de 2006 A | 49 686 | 0 | 0 | $0 |
| Webb Edwards | Executive Vice President | 14 de diciembre de 2005 S | 13 991 | 0 | 0 | $0 |
| Stanley S Stroup | Executive Vice President | 18 de diciembre de 2003 G | 93 270 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
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 |
|---|---|---|---|---|---|
| Wells Fargo & Company, Wells Fargo Municipal Capital Strategies, LLC ×80 presentaciones | 29 de abril de 2026 | 0,00% | Enmienda | — | 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 314 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 |
|---|---|---|---|---|
| KBWB · Invesco Exchange-Traded Fund Trust … | 7,99% | 6 357 709 SH | 28 de agosto de 2026 | Diario |
| FTXO · First Trust Exchange-Traded Fund VI | 7,17% | 261 928 NS | 30 de junio de 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 6,86% | 2 511 284 | 28 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 4,66% | 974 260 SH | 28 de agosto de 2026 | Diario |
| DFNL · Davis Fundamental ETF Trust | 4,60% | 262 447 NS | 30 de abril de 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 4,34% | 9 010 594 | 28 de agosto de 2026 | Diario |
| PFF · iShares Trust | 4,31% | 15 468 613 SH | 28 de agosto de 2026 | Diario |
| TFNS · T. Rowe Price Exchange-Traded Funds… | 3,90% | 6 497 NS | 30 de junio de 2026 | N-PORT |
| DVAL · Franklin Templeton ETF Trust | 3,86% | 33 699 NS | 30 de junio de 2026 | N-PORT |
| IYF · iShares Trust | 3,71% | 1 881 594 SH | 28 de agosto de 2026 | Diario |
| IYG · iShares Trust | 3,53% | 924 063 SH | 28 de agosto de 2026 | Diario |
| MAVF · EA Series Trust | 3,49% | 38 206 NS | 30 de junio de 2026 | N-PORT |
| PWV · Invesco Exchange-Traded Fund Trust | 3,34% | 728 523 SH | 28 de agosto de 2026 | Diario |
| XLF · SELECT SECTOR SPDR TRUST | 3,33% | 20 698 485 NS | 30 de junio de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 3,26% | 112 463 NS | 30 de abril de 2026 | N-PORT |
| RSMV · Listed Funds Trust | 3,14% | 9 365 NS | 30 de junio de 2026 | N-PORT |
| DUSA · Davis Fundamental ETF Trust | 3,06% | 432 242 NS | 30 de abril de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 3,06% | 823 178 NS | 30 de abril de 2026 | N-PORT |
| JDVL · John Hancock Exchange-Traded Fund T… | 2,98% | 317 537 NS | 30 de junio de 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 2,96% | 4 991 325 SH | 19 de agosto de 2026 | Diario |
| BSCQ · Invesco Exchange-Traded Self-Indexe… | 2,89% | 98 934 000 | 28 de agosto de 2026 | Diario |
| EQIN · Columbia ETF Trust I | 2,77% | 93 089 NS | 30 de abril de 2026 | N-PORT |
| CGVV · Capital Group Equity ETF Trust I | 2,76% | 48 645 NS | 31 de mayo de 2026 | N-PORT |
| MDLV · EA Series Trust | 2,70% | 13 345 NS | 30 de junio de 2026 | N-PORT |
| JAVA · J.P. Morgan Exchange-Traded Fund Tr… | 2,59% | 2 093 573 NS | 30 de junio de 2026 | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 2,58% | 5 473 NS | 30 de abril de 2026 | N-PORT |
| VRP · Invesco Exchange-Traded Fund Trust … | 2,58% | 75 780 000 | 28 de agosto de 2026 | Diario |
| FAS · Direxion Shares ETF Trust | 2,47% | 591 675 NS | 30 de abril de 2026 | N-PORT |
| VLLU · Harbor ETF Trust | 2,45% | 1 294 NS | 30 de abril de 2026 | N-PORT |
| BBLU · EA Series Trust | 2,34% | 126 187 NS | 30 de junio de 2026 | N-PORT |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 2,26% | 23 669 NS | 30 de abril de 2026 | N-PORT |
| LCDS · J.P. Morgan Exchange-Traded Fund Tr… | 2,14% | 4 146 NS | 30 de junio de 2026 | N-PORT |
| OAKM · Harris Oakmark ETF Trust | 2,13% | 270 457 NS | 30 de junio de 2026 | N-PORT |
| UYG · ProShares Trust | 2,13% | 190 651 NS | 31 de mayo de 2026 | N-PORT |
| DVLU · First Trust Exchange-Traded Fund VI | 2,08% | 11 457 NS | 30 de junio de 2026 | N-PORT |
| BUSA · 2023 ETF Series Trust | 2,04% | 73 751 NS | 30 de junio de 2026 | N-PORT |
| CGDV · Capital Group Dividend Value ETF | 1,99% | 9 017 431 NS | 31 de mayo de 2026 | N-PORT |
| DVND · Touchstone ETF Trust | 1,74% | 11 124 NS | 30 de junio de 2026 | N-PORT |
| EQRR · ProShares Trust | 1,74% | 13 935 NS | 31 de mayo de 2026 | N-PORT |
| GSY · Invesco Actively Managed Exchange-T… | 1,69% | 65 953 000 | 28 de agosto de 2026 | Diario |
| RECS · Columbia ETF Trust I | 1,66% | 1 092 590 NS | 30 de abril de 2026 | N-PORT |
| SNPV · DBX ETF Trust | 1,63% | 48 492 NS | 29 de mayo de 2026 | N-PORT |
| IXG · iShares Trust | 1,62% | 132 745 SH | 28 de agosto de 2026 | Diario |
| FFLC · FIDELITY COVINGTON TRUST | 1,58% | 217 242 NS | 30 de abril de 2026 | N-PORT |
| FBCV · FIDELITY COVINGTON TRUST | 1,57% | 30 464 NS | 30 de abril de 2026 | N-PORT |
| PALC · Pacer Funds Trust | 1,55% | 43 532 NS | 30 de abril de 2026 | N-PORT |
| DDIV · First Trust Exchange-Traded Fund VI | 1,53% | 12 529 NS | 30 de junio de 2026 | N-PORT |
| FDVV · FIDELITY COVINGTON TRUST | 1,52% | 1 691 670 NS | 30 de abril de 2026 | N-PORT |
| LRGC · AB Active ETFs, Inc. | 1,40% | 226 414 NS | 31 de mayo de 2026 | N-PORT |
| CGCV · Capital Group Conservative Equity E… | 1,30% | 293 711 NS | 31 de mayo de 2026 | N-PORT |