WLFC Willis Lease Finance Corporation - Common Stock
$57,30
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$54–$245
2% of range
Calificación del Analista
HOLD
6 analysts
Precio Objetivo
$75
+31% upside
P/E (TTM)
3.7
ROE
17.8%
Margen de Beneficio Neto
15.6%
WLFC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$57.30
Capitalización Bursátil
$437M
P/E (TTM)
3.7
BPA (TTM)
$15.39
Ingresos (TTM)
$730M
Rendimiento div.
2.0%
ROE
17.8%
Deuda/Capital
—
Rango 52S
$54 – $245
WLFC 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
$730M
2016-12-31
→
2025-12-31
BPA
$15.39
2016-12-31
→
2025-12-31
Flujo de caja libre
$252M
2016-12-31
→
2025-12-31
Márgenes
15.6%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
WLFC
Mediana de Pares
P/E (TTM)
3.7
28.8
P/S (TTM) (P/V (TTM))
0.6
1.3
P/B (P/C)
0.7
2.0
Price / FCF (Precio / FCF)
1.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
WLFC
Mediana de Pares
Operating Margin (Margen Operativo)
14.3%
—
Net Profit Margin (Margen de Beneficio Neto)
15.6%
4.8%
ROA
3.1%
4.5%
ROE
17.8%
14.9%
ROIC
11.2%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
WLFC
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
WLFC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
28.3%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
32.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
20.4%
—
EPS YoY (EPS interanual)
0.33%
—
Net Income YoY (Beneficio Neto interanual)
4.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
WLFC
Mediana de Pares
Payout Ratio (Ratio de Pago)
7.7%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.0%
Ratio de Pago
7.7%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 11 de agosto de 2026 | $0,1330 |
| 11 de mayo de 2026 | $0,1333 |
| 11 de febrero de 2026 | $0,1333 |
| 17 de noviembre de 2025 | $0,1333 |
| 12 de agosto de 2025 | $0,0833 |
| 12 de mayo de 2025 | $0,0833 |
| 12 de febrero de 2025 | $0,0833 |
| 12 de noviembre de 2024 | $0,0833 |
| 12 de agosto de 2024 | $0,0833 |
| 30 de mayo de 2024 | $0,3333 |
WLFC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
6 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 3 50,0%
- Venta 1 16,7%
- Venta fuerte 2 33,3%
Precio objetivo a 12 meses
1 analistas · 2026-08-17
Mín
$75.33
Máx
$75.33
Objetivo mediano
$75.33
+31,5%
Objetivo medio
$75.33
+31,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.37%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.55 | $0.92 | 0.63% |
| 31 de marzo de 2026 | $1.39 | $1.03 | 0.36% |
| 31 de diciembre de 2025 | $0.51 | $1.15 | -0.64% |
| 30 de septiembre de 2025 | $1.23 | $1.14 | 0.09% |
| 30 de junio de 2025 | $0.76 | $1.08 | -0.32% |
| 31 de marzo de 2025 | $2.16 | $4.50 | -2.3% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WLFC | $1.03B | 8.8 | 28.3% | 15.6% | 17.8% | — |
| MGRC | $2.58B | 16.5 | 3.6% | 16.6% | 13.0% | 48.2% |
| BCC | $2.66B | 20.8 | -4.8% | 2.1% | 6.3% | — |
| DNOW | $2.47B | -17.4 | 18.8% | -3.2% | -5.3% | 17.0% |
| CTOS | $1.31B | -41.1 | 7.9% | -1.6% | -3.9% | 21.2% |
| FTAI | — | — | — | — | — | — |
| DSGR | $1.26B | 152.2 | 9.8% | 0.42% | 1.3% | 33.4% |
| GIC | $1.12B | 15.8 | 4.8% | 5.2% | 23.3% | 35.5% |
| NPKI | $1.07B | 26.5 | 27.4% | 14.1% | 11.5% | — |
| KRT | $451M | 14.5 | 10.7% | 6.7% | 20.6% | 36.8% |
| TRNS | $666M | 125.1 | 19.2% | 1.6% | 1.8% | 32.6% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $730M | $569M | $419M | $312M | $274M | $289M | $409M | $348M | $275M | $207M | $198M | $174M | |
| Cost of Revenue | · | · | · | · | · | · | $63M | $61M | $41M | $13M | · | · | |
| SG&A Expense | $195M | $147M | $116M | $93M | $75M | $68M | $87M | $72M | $56M | $48M | $43M | $36M | |
| Operating Expenses | $626M | $425M | $354M | $302M | $266M | $274M | $329M | $296M | $246M | $185M | $186M | $164M | |
| Operating Income | $104M | $144M | $64M | $10M | $8M | $15M | $80M | $52M | $29M | $22M | $12M | $10M | |
| Interest Expense | $132M | $105M | $79M | $67M | $68M | $63M | $67M | $64M | $49M | $41M | $39M | $37M | |
| Interest Income | $14M | $12M | $9M | $8M | $13M | · | · | · | · | · | · | · | |
| Pretax Income | $161M | $153M | $67M | $10M | $9M | $17M | $89M | $56M | $36M | $24M | $13M | $12M | |
| Income Tax | $47M | $44M | $23M | $4M | $6M | $8M | $22M | $13M | $-26M | $10M | $6M | $5M | |
| Net Income | $114M | $109M | $44M | $5M | $3M | $10M | $67M | $43M | $62M | $14M | $6M | $7M | |
| EPS (Basic) | $16.00 | $15.97 | $6.40 | $0.35 | $0.00 | $1.07 | $10.90 | $6.75 | $9.93 | $2.10 | $0.83 | $0.91 | |
| EPS (Diluted) | $15.39 | $15.34 | $6.23 | $0.33 | $0.00 | $1.05 | $10.50 | $6.60 | $9.69 | $2.05 | $0.81 | $0.88 | |
| Shares (Basic) | 6,754,000 | 6,536,000 | 6,305,000 | 6,071,000 | 6,112,000 | 5,963,000 | 5,836,000 | 5,915,000 | 6,074,000 | 6,570,000 | 7,817,000 | 7,917,000 | |
| Shares (Diluted) | 7,020,000 | 6,804,000 | 6,481,000 | 6,297,000 | 6,346,000 | 6,128,000 | 6,058,000 | 6,046,000 | 6,220,000 | 6,714,000 | 7,987,000 | 8,141,000 | |
| EBITDA | $216M | $237M | $155M | · | $8M | · | · | $52M | $29M | $22M | $13M | $11M |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $16M | $9M | $7M | $12M | $14M | $43M | $7M | $12M | $7M | $10M | $10M | $13M | |
| Receivables | $36M | $38M | $58M | · | · | · | · | · | · | · | · | · | |
| Inventory | · | · | · | · | · | · | · | · | · | $25M | · | $9M | |
| PP&E (Net) | · | · | · | · | · | $32M | $32M | $28M | $26M | $17M | $20M | $18M | |
| Accum. Depreciation | · | · | · | · | · | $11M | $9M | $7M | $7M | $6M | $11M | $9M | |
| Goodwill | $300.0K | $1M | · | · | · | · | · | · | · | · | · | · | |
| Intangibles | · | · | · | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $932.0K | $1M | |
| Total Assets | $3.94B | $3.30B | $2.65B | $2.58B | $2.46B | $2.36B | $1.94B | $1.93B | $1.60B | $1.34B | $1.29B | $1.25B | |
| Deferred Tax | $229M | $185M | $148M | $133M | $124M | $117M | $110M | $90M | · | · | · | · | |
| Total Liabilities | $3.21B | $2.68B | $2.16B | $2.12B | $2.04B | $1.95B | $1.54B | $1.60B | $1.30B | $1.12B | $1.09B | $1.04B | |
| Long-term Debt | $2.70B | $2.26B | $1.80B | $1.85B | $1.79B | $1.69B | $1.25B | $1.34B | $1.09B | $900M | $866M | $841M | |
| Common Stock | $229.0K | $72.0K | $68.0K | $66.0K | $65.0K | $66.0K | $64.0K | $62.0K | $64.0K | $64.0K | $75.0K | $83.0K | |
| Paid-in Capital | $73M | $51M | $30M | $20M | $15M | $14M | $5M | $0 | $2M | $3M | $29M | $42M | |
| Retained Earnings | $591M | $491M | $398M | $357M | $355M | $355M | $349M | $287M | $256M | $195M | $181M | $175M | |
| AOCI | $-1M | $7M | $11M | $27M | $5M | $-5M | $-3M | $102.0K | $226.0K | $-1M | $-521.0K | · | |
| Stockholders' Equity | $662M | $549M | $439M | $405M | $376M | $364M | $350M | $287M | $259M | $196M | $209M | $217M | |
| Liabilities + Equity | $3.94B | $3.30B | $2.65B | $2.58B | $2.46B | $2.36B | $1.94B | $1.93B | $1.60B | $1.34B | $1.29B | $1.26B | |
| Shares Outstanding | 7,620,000 | 7,173,000 | 6,849,000 | · | · | · | 6,356,000 | 6,176,000 | 6,419,000 | 6,402 | 7,548,395 | 8,346,304 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $112M | $92M | $91M | $88M | $91M | $95M | $86M | $77M | $66M | $66M | $69M | $65M | |
| Stock-based Comp | $45M | $29M | $15M | $14M | $17M | $11M | $8M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $46M | $39M | $20M | $2M | $4M | $7M | $21M | $12M | $-26M | $9M | $6M | $4M | |
| Amort. of Intangibles | $1M | $3M | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-33M | $16M | $61M | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $283M | $284M | $230M | $144M | $91M | $93M | $230M | $189M | $137M | $92M | $98M | $63M | |
| CapEx | $31M | $16M | $5M | $7M | $2M | $3M | $6M | $3M | $11M | $1M | $4M | $14M | |
| Investing Cash Flow | $-256M | $-765M | $-93M | $-194M | $-148M | $-507M | $-147M | $-380M | $-326M | $-123M | $-140M | · | |
| Debt Issued | $1.66B | $1.31B | $626M | $284M | $514M | $973M | $340M | $759M | $686M | $149M | $193M | $154M | |
| Net Debt Issued | $439M | $466M | $-40M | · | $97M | · | · | $255M | $190M | $35M | $39M | $53M | |
| Stock Repurchased | $4M | $0 | $9M | $5M | $10M | $2M | $4M | $16M | $4M | $29M | $16M | $5M | |
| Net Stock Activity | $-4M | $-12M | $0 | · | $-10M | · | · | $-16M | $-4M | $-29M | $-16M | $-5M | |
| Dividends Paid | $9M | $11M | $0 | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $388M | $445M | $-58M | $43M | $74M | $428M | $-101M | $226M | $203M | $21M | $20M | · | |
| Net Change in Cash | $414M | $-36M | $79M | $-7M | $17M | $15M | $-18M | $35M | $15M | $-10M | $-22M | · | |
| Taxes Paid | $3M | $7M | $505.0K | $2M | $1M | $510.0K | $222.0K | $1M | $440.0K | $459.0K | $353.0K | $210.0K | |
| Free Cash Flow | $252M | $269M | $225M | · | $88M | · | · | $185M | $124M | $100M | $105M | $49M | |
| Levered FCF | $159M | $194M | $173M | · | $64M | · | · | $136M | $40M | $76M | $85M | $26M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.3% | 25.4% | 15.3% | · | 3.0% | · | · | 15.1% | 10.5% | 10.7% | 6.5% | 6.0% | |
| Net Margin | 15.6% | 19.1% | 10.5% | · | 1.2% | · | · | 12.4% | 22.6% | 6.8% | 3.7% | 4.2% | |
| Pretax Margin | 22.0% | 26.8% | 16.0% | · | 3.3% | · | · | 16.2% | 13.1% | 11.6% | 7.1% | 6.8% | |
| EBITDA Margin | 29.6% | 41.6% | 37.1% | · | 3.0% | · | · | 15.1% | 10.5% | 10.7% | 6.5% | 6.0% | |
| ROA | 3.1% | 3.6% | 1.7% | · | 0.14% | · | · | 2.4% | 4.2% | 1.1% | 0.58% | 0.59% | |
| ROE | 17.8% | 20.4% | 10.1% | · | 0.90% | · | · | 15.5% | 27.3% | 7.2% | 3.4% | 3.3% | |
| ROIC | 11.2% | 18.7% | 9.5% | · | 0.81% | · | · | 14.1% | 19.2% | 6.6% | 3.2% | 3.0% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 0.8 | 1.4 | 0.8 | · | 0.1 | · | · | 0.8 | 0.6 | 0.5 | 0.3 | 0.3 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | · | 0.1 | · | · | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | |
| Receivables Turnover | 19.7 | · | · | · | · | · | · | · | · | · | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 28.3% | 36.0% | 34.2% | 13.8% | -5.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 32.8% | 27.6% | 13.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 20.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.33% | 146.2% | 1787.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 259.9% | · | 81.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 71.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 4.7% | 148.1% | 705.0% | 62.3% | -65.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 175.5% | 218.8% | 65.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 63.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $730M | $569M | $419M | $312M | $274M | $289M | $409M | $348M | $275M | $207M | $198M | $174M | |
| Net Income TTM | $114M | $109M | $44M | $5M | $3M | $10M | $67M | $43M | $62M | $14M | $6M | $7M | |
| Market Cap | $1.03B | · | · | · | · | · | · | $214M | $160.3K | $164M | $152M | $183M | |
| P/E | 8.8 | 13.5 | 7.8 | 178.8 | · | 29.0 | 5.6 | 5.2 | 2.6 | 12.5 | 24.8 | 24.9 | |
| P/S | 1.4 | · | · | · | · | · | · | 0.6 | 0.0 | 0.8 | 0.8 | 1.1 | |
| P/B | 1.6 | · | · | · | · | · | · | 0.7 | 0.0 | 0.8 | 0.7 | 0.8 | |
| P / Tangible Book | 1.6 | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 3.6 | · | · | · | · | · | · | 1.1 | 0.0 | 1.6 | 1.4 | 2.9 | |
| P / FCF | 4.1 | · | · | · | · | · | · | 1.2 | 0.0 | 1.6 | 1.4 | 3.7 | |
| Dividend Yield | 0.84% | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 11.3% | 7.4% | 12.8% | 0.56% | 0.00% | 3.5% | 17.8% | 19.1% | 38.8% | 8.0% | 4.0% | 4.0% | |
| Payout Ratio | 7.7% | 9.9% | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | $9M | $11M | $0 | · | · | · | · | · | · | · | · | · |
Estado de resultados 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $194M | $194M | $194M | $183M | $196M | $158M | $153M | $146M | $151M | $119M | $114M | $106M | $109M | $90M | $88M | $77M | |
| SG&A Expense | $56M | $57M | $47M | $49M | $50M | $48M | $42M | $40M | $35M | $30M | $30M | $27M | $32M | $28M | $26M | $23M | |
| Operating Expenses | $160M | $161M | $180M | $145M | $167M | $134M | $123M | $113M | $97M | $92M | $97M | $86M | $90M | $82M | $71M | $68M | |
| Operating Income | $34M | $34M | $14M | $38M | $28M | $24M | $29M | $34M | $54M | $27M | $17M | $20M | $19M | $8M | $17M | $9M | |
| Interest Expense | $30M | $33M | $32M | $34M | $34M | $32M | $29M | $28M | $25M | $23M | $22M | $19M | $19M | $18M | $18M | $16M | |
| Interest Income | $1M | $3M | $3M | $3M | $4M | $4M | $4M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Pretax Income | $38M | $37M | $18M | $43M | $74M | $25M | $30M | $34M | $58M | $30M | $21M | $20M | $19M | $7M | $18M | $8M | |
| Income Tax | $8M | $12M | $6M | $19M | $14M | $8M | $9M | $10M | $15M | $9M | $10M | $6M | $5M | $2M | $4M | $2M | |
| Net Income | $30M | $25M | $12M | $24M | $60M | $17M | $21M | $24M | $43M | $21M | $11M | $15M | $14M | $4M | $14M | $6M | |
| EPS (Basic) | $1.36 | $3.49 | $1.62 | $3.36 | $2.89 | $2.34 | $3.00 | $3.51 | $6.34 | $3.12 | $1.62 | $2.16 | $2.04 | $0.58 | $2.31 | $0.91 | |
| EPS (Diluted) | $1.31 | $3.26 | $1.50 | $3.25 | $2.81 | $2.21 | $2.76 | $3.37 | $6.21 | $3.00 | $1.53 | $2.13 | $2.02 | $0.55 | $2.33 | $0.89 | |
| Shares (Basic) | 21,127,000 | 6,778,000 | -13,454,000 | 6,813,000 | 20,367,000 | 6,606,000 | -13,003,000 | 6,582,000 | 6,570,000 | 6,387,000 | -12,537,000 | 6,365,000 | 6,354,000 | 6,123,000 | -12,102,000 | 6,093,000 | |
| Shares (Diluted) | 22,013,000 | 7,252,000 | -14,001,000 | 7,031,000 | 20,970,000 | 7,000,000 | -13,428,000 | 6,859,000 | 6,714,000 | 6,659,000 | -12,883,000 | 6,466,000 | 6,442,000 | 6,456,000 | -12,170,000 | 6,270,000 | |
| EBITDA | $63M | $64M | · | $67M | $56M | $49M | · | $57M | $76M | $50M | · | $43M | $42M | $31M | · | $9M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $11M | $25M | $16M | $13M | $37M | $32M | $9M | $6M | $5M | $8M | $7M | $5M | $6M | $10M | $12M | $12M | |
| Receivables | · | · | $36M | · | · | · | $38M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | $300.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | $1M | $1M | · | $1M | |
| Total Assets | $3.65B | $3.51B | $3.94B | $3.42B | $3.95B | $3.27B | $3.30B | $3.04B | $2.92B | $2.67B | $2.65B | $2.60B | $2.60B | $2.59B | $2.58B | $2.54B | |
| Deferred Tax | $265M | $240M | $229M | $224M | $204M | $191M | $185M | $178M | $170M | $156M | $148M | $143M | $138M | $133M | $133M | · | |
| Total Liabilities | $2.88B | $2.75B | $3.21B | $2.71B | $3.27B | $2.65B | $2.68B | $2.46B | $2.38B | $2.16B | $2.16B | $2.12B | $2.14B | $2.13B | $2.12B | $2.10B | |
| Long-term Debt | $2.32B | $2.25B | $2.70B | $2.24B | $2.80B | $2.23B | $2.26B | $1.99B | $1.95B | $1.74B | $1.80B | $1.79B | $1.83B | $1.84B | $1.85B | $1.85B | |
| Common Stock | $228.0K | $77.0K | $76.0K | $76.0K | $76.0K | $74.0K | $72.0K | $72.0K | $71.0K | $69.0K | $68.0K | $69.0K | $68.0K | $66.0K | $66.0K | $66.0K | |
| Paid-in Capital | $71M | $84M | $73M | $67M | $56M | $58M | $51M | $41M | $32M | $34M | $30M | $26M | $22M | $24M | $20M | $18M | |
| Retained Earnings | $637M | $611M | $591M | $583M | $562M | $505M | $491M | $474M | $452M | $418M | $398M | $388M | $374M | $361M | $357M | $344M | |
| AOCI | $61.0K | $-787.0K | $-1M | $-345.0K | $-260.0K | $2M | $7M | $3M | $8M | $10M | $11M | $18M | $21M | $21M | $27M | $28M | |
| Stockholders' Equity | $709M | $694M | $662M | $650M | $618M | $565M | $549M | $518M | $492M | $462M | $439M | $432M | $417M | $406M | $405M | $389M | |
| Liabilities + Equity | $3.65B | $3.51B | $3.94B | $3.42B | $3.95B | $3.27B | $3.30B | $3.04B | $2.92B | $2.67B | $2.65B | $2.60B | $2.60B | $2.59B | $2.58B | $2.54B | |
| Shares Outstanding | · | · | 7,620,000 | · | · | · | 7,173,000 | · | · | · | · | · | · | · | · | · |
Flujo de Efectivo 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $30M | $30M | $29M | $28M | $25M | $24M | $24M | $22M | $22M | $23M | $23M | $22M | $23M | $23M | $22M | |
| Stock-based Comp | $13M | $14M | $10M | $11M | $17M | $7M | $11M | $10M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | |
| Other Non-cash | · | $-12M | · | · | · | $-8M | · | · | · | $13M | · | · | · | $22M | · | · | |
| Operating Cash Flow | $78M | $57M | $74M | $64M | $104M | $41M | $68M | $87M | $70M | $60M | $61M | $70M | $47M | $52M | $62M | $25M | |
| CapEx | $3M | $4M | $8M | $6M | $10M | $7M | $13M | $1M | $1M | $405.0K | $893.0K | $707.0K | $2M | $2M | $2M | $2M | |
| Investing Cash Flow | $-158M | $80M | $-148M | $-106M | $-16M | $14M | $-310M | $-180M | $-211M | $-64M | $39M | $-29M | $-39M | $-64M | $-50M | $-135M | |
| Debt Issued | $676M | $127M | $656M | $154M | $716M | $135M | $787M | $162M | $287M | $70M | $466M | $51M | $67M | $42M | $65M | $160M | |
| Net Debt Issued | · | $-450M | · | · | · | $-34M | · | · | · | $-69M | · | · | · | $-11M | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | $9M | $0 | $0 | $0 | $0 | $65.0K | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $7M | $0 | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $32M | $-463M | $450M | $-570M | $545M | $-38M | $269M | $50M | $195M | $-70M | $12M | $-41M | $-17M | $-12M | $-4M | $118M | |
| Net Change in Cash | $-48M | $-326M | $376M | $-612M | $633M | $17M | $27M | $-43M | $54M | $-74M | $112M | $620.0K | $-9M | $-25M | $8M | $8M | |
| Taxes Paid | $446.0K | $-1M | $-45.0K | $40.0K | $3M | $-28.0K | $1M | $48.0K | $6M | $-644.0K | $324.0K | $-135.0K | $137.0K | $179.0K | $344.0K | $1M | |
| Free Cash Flow | · | $53M | · | · | · | $34M | · | · | · | $59M | · | · | · | $50M | · | · | |
| Levered FCF | · | $31M | · | · | · | $12M | · | · | · | $43M | · | · | · | $38M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 17.5% | 17.4% | · | 20.7% | 14.5% | 15.2% | · | 23.1% | 35.8% | 22.9% | · | 18.9% | 17.8% | 8.9% | · | 11.4% | |
| Net Margin | 15.6% | 12.9% | · | 13.3% | 30.9% | 10.7% | · | 16.5% | 28.2% | 17.5% | · | 13.8% | 12.7% | 4.9% | · | 8.3% | |
| Pretax Margin | 19.7% | 18.9% | · | 23.6% | 38.0% | 16.0% | · | 23.6% | 38.3% | 25.1% | · | 19.2% | 17.4% | 7.6% | · | 10.9% | |
| EBITDA Margin | 32.5% | 32.9% | · | 36.4% | 28.5% | 31.0% | · | 39.2% | 50.4% | 41.7% | · | 40.8% | 38.5% | 34.1% | · | 11.4% | |
| ROA | 0.79% | 0.74% | · | 0.75% | 1.8% | 0.57% | · | 0.85% | 1.5% | 0.79% | · | 0.57% | 0.55% | 0.18% | · | 0.25% | |
| ROE | 4.5% | 4.0% | · | 4.2% | 10.9% | 3.3% | · | 5.1% | 9.4% | 4.8% | · | 3.6% | 3.5% | 1.1% | · | 1.7% | |
| ROIC | 3.8% | 3.3% | · | 3.3% | 3.7% | 2.8% | · | 4.5% | 8.1% | 4.1% | · | 3.3% | 3.4% | 1.3% | · | 1.7% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 1.1 | 1.0 | · | 1.1 | 0.8 | 0.7 | · | 1.2 | 2.2 | 1.2 | · | 1.0 | 1.0 | 0.4 | · | 0.5 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $767M | $731M | · | $683M | $651M | $574M | · | $522M | $485M | $423M | · | $381M | $353M | $313M | · | $295M | |
| Net Income TTM | $140M | $127M | · | $126M | $144M | $104M | · | $102M | $92M | $54M | · | $39M | $31M | $-5M | · | $-6M | |
| P/E | 21.5 | 9.9 | · | 7.9 | 7.1 | 10.7 | · | 10.1 | 5.2 | 6.4 | · | 7.6 | 9.2 | -37.8 | · | -19.5 | |
| Earnings Yield | 4.7% | 10.1% | · | 12.6% | 14.2% | 9.4% | · | 9.9% | 19.3% | 15.5% | · | 13.2% | 10.9% | -2.6% | · | -5.1% | |
| Payout Ratio | · | 12.4% | · | · | · | 10.9% | · | · | · | · | · | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $730M | $569M | $419M | $312M | $274M |
| Margen Operativo % | 14.3% | 25.4% | 15.3% | — | 3.0% |
| Beneficio neto | $114M | $109M | $44M | $5M | $3M |
| EPS Diluido | $15.39 | $15.34 | $6.23 | $0.33 | $0.00 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $252M | $269M | $225M | — | $88M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 188 declarantes · $632.1M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 73 (+45 vs trimestre anterior) | 11 (-2 vs trimestre anterior) | 56 (+13 vs trimestre anterior) | 23 (-8 vs trimestre anterior) | +594K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $120 798 392 | 527 965 | 19,11% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $45 233 074 | 197 697 | 7,16% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $44 008 765 | 192 346 | 6,96% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $29 634 176 | 129 520 | 4,69% | Acciones |
| Four Tree Island Advisory LLC | $24 747 008 | 108 160 | 3,92% | Acciones |
| RBF Capital, LLC | $24 644 277 | 107 711 | 3,90% | Acciones |
| Copeland Capital Management, LLC | $20 873 881 | 91 232 | 3,30% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $18 517 955 | 80 915 | 2,93% | Acciones |
| STATE STREET CORP | $17 692 646 | 77 328 | 2,80% | Acciones |
| VANGUARD GROUP INC | $17 650 698 | 130 129 | 2,79% | Acciones |
| Philadelphia Financial Management of San Francisco, LLC | $16 648 176 | 72 763 | 2,63% | Acciones |
| UBS Group AG | $14 954 368 | 65 360 | 2,37% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $14 744 558 | 64 443 | 2,33% | Acciones |
| Palisades Investment Partners, LLC | $14 423 323 | 63 039 | 2,28% | Acciones |
| TWO SIGMA ADVISERS, LP | $14 011 612 | 103 300 | 2,22% | Acciones |
| FIRST TRUST ADVISORS LP | $13 341 099 | 58 309 | 2,11% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $11 273 891 | 49 274 | 1,78% | Acciones |
| Buckley Capital Advisors, LLC | $10 510 157 | 45 936 | 1,66% | Acciones |
| Pekin Hardy Strauss, Inc. | $9 661 080 | 42 225 | 1,53% | Acciones |
| DENALI ADVISORS LLC | $8 797 360 | 38 450 | 1,39% | Acciones |
| Allspring Global Investments Holdings, LLC | $8 102 266 | 35 412 | 1,28% | Acciones |
| Phase 2 Partners, LLC | $7 773 785 | 37 455 | 1,23% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6 774 539 | 29 609 | 1,07% | Acciones |
| Bank of New York Mellon Corp | $6 545 739 | 28 609 | 1,04% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6 387 638 | 27 918 | 1,01% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $5 145 712 | 22 490 | 0,81% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $4 737 304 | 20 705 | 0,75% | Acciones |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $4 294 118 | 18 768 | 0,68% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $3 722 118 | 16 268 | 0,59% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $3 633 573 | 15 881 | 0,57% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 594 219 | 15 709 | 0,57% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3 525 579 | 15 409 | 0,56% | Acciones |
| ExodusPoint Capital Management, LP | $3 319 888 | 14 510 | 0,53% | Acciones |
| Point72 Asset Management, L.P. | $3 271 154 | 14 297 | 0,52% | Acciones |
| Latash Investments, LLC | $3 088 800 | 13 500 | 0,49% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $2 818 361 | 12 318 | 0,45% | Acciones |
| US BANCORP \DE\ | $2 654 995 | 11 604 | 0,42% | Acciones |
| Linden Advisors LP | $2 637 835 | 11 529 | 0,42% | Acciones |
| First Pacific Advisors, LP | $2 618 158 | 11 443 | 0,41% | Acciones |
| ALGERT GLOBAL LLC | $2 528 240 | 11 050 | 0,40% | Acciones |
| PDT Partners, LLC | $1 944 800 | 8 500 | 0,31% | Acciones |
| CITADEL ADVISORS LLC | $1 843 899 | 8 059 | 0,29% | Acciones |
| RHUMBLINE ADVISERS | $1 815 290 | 7 934 | 0,29% | Acciones |
| Waterloo Capital, L.P. | $1 756 336 | 7 683 | 0,28% | Acciones |
| FRANKLIN RESOURCES INC | $1 692 662 | 7 398 | 0,27% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 554 009 | 6 792 | 0,25% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 533 646 | 6 703 | 0,24% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 480 336 | 6 470 | 0,23% | Acciones |
| Swiss National Bank | $1 327 040 | 5 800 | 0,21% | Acciones |
| SUSQUEHANNA ADVISORS GROUP, INC. | $1 185 184 | 5 180 | 0,19% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 175 346 | 5 137 | 0,19% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $1 154 754 | 5 047 | 0,18% | Acciones |
| JENNISON ASSOCIATES LLC | $1 122 722 | 4 907 | 0,18% | Acciones |
| LPL Financial LLC | $1 083 837 | 4 737 | 0,17% | Acciones |
| XTX Topco Ltd | $1 057 742 | 4 623 | 0,17% | Acciones |
| Sculptor Capital LP | $1 053 853 | 4 606 | 0,17% | Acciones |
| Militia Capital Management LLC | $1 006 720 | 4 400 | 0,16% | Acciones |
| Carlson Capital, L.P. | $938 080 | 4 100 | 0,15% | Acciones |
| Rangeley Capital, LLC | $915 200 | 4 000 | 0,14% | Acciones |
| Weiss Asset Management LP | $842 442 | 3 682 | 0,13% | Acciones |
| ARISTEIA CAPITAL, L.L.C. | $841 526 | 3 678 | 0,13% | Acciones |
| Brevan Howard Capital Management LP | $776 547 | 3 394 | 0,12% | Acciones |
| WELLS FARGO & COMPANY/MN | $774 717 | 3 386 | 0,12% | Acciones |
| Jain Global LLC | $757 099 | 3 309 | 0,12% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $698 526 | 3 053 | 0,11% | Acciones |
| Harbor Advisors LLC | $686 400 | 3 000 | 0,11% | Acciones |
| BlackRock, Inc. | $684 341 | 2 991 | 0,11% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $681 040 | 4 000 | 0,11% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $632 403 | 2 764 | 0,10% | Acciones |
| Blackstone Inc. | $631 488 | 2 760 | 0,10% | Acciones |
| Quantbot Technologies LP | $622 107 | 2 719 | 0,10% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $599 456 | 2 620 | 0,09% | Acciones |
| Aquatic Capital Management LLC | $570 627 | 2 494 | 0,09% | Acciones |
| AXQ CAPITAL, LP | $562 162 | 2 457 | 0,09% | Acciones |
| LMR Partners LLP | $532 418 | 2 327 | 0,08% | Acciones |
| FMR LLC | $531 274 | 2 322 | 0,08% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $526 240 | 2 300 | 0,08% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $526 240 | 2 300 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $512 283 | 2 239 | 0,08% | Acciones |
| Cetera Investment Advisers | $507 941 | 2 220 | 0,08% | Acciones |
| Lakewood Asset Management LLC | $486 658 | 2 127 | 0,08% | Acciones |
| Quantinno Capital Management LP | $473 158 | 2 068 | 0,07% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $459 872 | 2 701 | 0,07% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $453 710 | 1 983 | 0,07% | Acciones |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $422 364 | 1 846 | 0,07% | Acciones |
| TENOR CAPITAL MANAGEMENT Co., L.P. | $420 306 | 1 837 | 0,07% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $416 187 | 1 819 | 0,07% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $412 984 | 1 805 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $400 171 | 1 749 | 0,06% | Acciones |
| Lighthouse Investment Partners, LLC | $391 248 | 1 710 | 0,06% | Acciones |
| Concurrent Investment Advisors, LLC | $359 902 | 1 573 | 0,06% | Acciones |
| Invesco Ltd. | $344 802 | 1 507 | 0,05% | Acciones |
| NATIXIS | $343 200 | 1 500 | 0,05% | Acciones |
| CAPSTONE INVESTMENT ADVISORS, LLC | $321 006 | 1 403 | 0,05% | Acciones |
| MORGAN STANLEY | $301 101 | 1 316 | 0,05% | Acciones |
| Centiva Capital, LP | $288 746 | 1 262 | 0,05% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $288 746 | 1 262 | 0,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $285 085 | 1 246 | 0,05% | Acciones |
| Focus Partners Wealth | $280 281 | 1 225 | 0,04% | Acciones |
| Orion Porfolio Solutions, LLC | $266 126 | 1 163 | 0,04% | Acciones |
Informantes de la empresa 25 insiders · 4 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Scott B. Flaherty | EVP, CFO | 31 de julio de 2026 P | 244 324 | 1 | 0 | $4 302 |
| Brian Richard Hole | PRESIDENT | 8 de noviembre de 2024 S | 81 164 | 0 | 0 | $0 |
| WILLIS CHARLES F IV | Executive Chairman | 19 de agosto de 2026 S | 2 565 643 | 0 | 29 | $-8 751 520 |
| Dean Michael Poulakidas | EVP, GEN. COUNSEL, SECRETARY | 14 de mayo de 2025 M | 156 415 | 0 | 0 | $0 |
| Robert T Morris | Consejero | 24 de mayo de 2019 A | 7 688 | 0 | 0 | $0 |
| Sy Jacobs | Propietario del 10% | 28 de diciembre de 2007 P | 592 450 | 0 | 0 | $0 |
| Clifton Dameron | — | 14 de agosto de 2026 S | 39 458 | 0 | 1 | $-200 894 |
| Willis Austin Chandler | — | 3 de agosto de 2026 S | 435 888 | 0 | 64 | $-7 745 712 |
| Robert J. Keady | — | 5 de septiembre de 2024 S | 4 016 | 0 | 0 | $0 |
| Hans Jorg Hunziker | — | 17 de mayo de 2024 S | 19 842 | 0 | 0 | $0 |
| Donald A Nunemaker | — | 8 de diciembre de 2016 S | 29 869 | 0 | 0 | $0 |
| Bradley Stewart Forsyth | — | 2 de junio de 2016 S | 1 443 | 0 | 0 | $0 |
| Judith M Webber | — | 11 de agosto de 2015 F | 47 995 | 0 | 0 | $0 |
| William W Coon JR | — | 30 de marzo de 2015 S | 0 | 0 | 0 | $0 |
| Paul David Johnson | — | 11 de agosto de 2013 F | 14 377 | 0 | 0 | $0 |
| Gerard Laviec | — | 10 de abril de 2013 M | 27 994 | 0 | 0 | $0 |
| Thomas C Nord | — | 3 de febrero de 2013 F | 43 707 | 0 | 0 | $0 |
| Jesse Van Crews | — | 28 de mayo de 2011 F | 25 033 | 0 | 0 | $0 |
| Beaumont Lee G | — | 2 de octubre de 2008 F | 69 049 | 0 | 0 | $0 |
| Thomas E Macaleavey | — | 25 de abril de 2007 M | 0 | 0 | 0 | $0 |
| Robert M Warwick | — | 31 de enero de 2007 A | 1 500 | 0 | 0 | $0 |
| William M Leroy | — | 7 de junio de 2006 M | 0 | 0 | 0 | $0 |
| Glenn L Hickerson | — | 18 de abril de 2006 S | 0 | 0 | 0 | $0 |
| Steven D Oldenburg | — | 27 de septiembre de 2005 A | — | 0 | 0 | $0 |
| Monica J Burke | — | 8 de septiembre de 2005 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| CFW Partners, L.P., WILLIS CHARLES F IV, Willis Austin Chandler ×38 presentaciones | 3 de abril de 2026 | 43,24% | Enmienda | — | SEC |
| Charles F. Willis, IV, CFW Partners, L.P. | 31 de mayo de 2013 | — | 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 47 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 |
|---|---|---|---|---|
| FYC · First Trust Exchange-Traded AlphaDE… | 0,64% | 34 239 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,26% | 16 309 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,17% | 102 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,13% | 3 194 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,06% | 42 112 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,05% | 18 180 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 25 567 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 5 193 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 1 390 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 1 213 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,02% | 583 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 313 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 132 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 14 883 NS | 31 de mayo de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,01% | 911 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 5 496 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 103 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 768 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 15 086 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 105 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 782 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 977 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 308 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 114 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 3 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 163 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 1 548 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 336 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| ITOT · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 22 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 22 de julio de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |
| ISCB · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| ISCG · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| ISCV · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| WSML · iShares Trust | — | — | 5 de agosto de 2026 | Diario |