En esta página
01WSBF precio
02Instantánea
03Gráfico
04Divisiones de acciones
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
26Mis Métricas
WSBF Waterstone Financial, Inc. - Common Stock
NASDAQ · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Ago 6, 2026
$19,90
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$14,52mínimo 52 semanas
$21,66máximo 52 semanas
Capitalización Bursátil (MRQ)
$358M
P/E
13.4
BPA
$1.48
tus insignias
Rango 52S
$15–$22
Calificación del Analista
HOLD
Precio Objetivo
·
P/E
13.4
ROE
7.6%
Margen de Beneficio Neto
18.6%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
WSBF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$19.90
Capitalización Bursátil (MRQ)
$358M
P/E
13.4
BPA
$1.48
Rendimiento div.
2.9%
ROE
7.6%
Rango 52S
$15–$22
WSBF Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 23 de enero de 2014 | 666-for-607 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
BPA$1.482023-12-31 → 2025-12-31
Flujo de caja libre$23M2023-12-31 → 2025-12-31
Margen neto18.6%2023-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | WSBF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 13.4 | · | 10.9 | Sobrevalorado | |
| P/S | 2.6 | · | 2.5 | Valor razonable | |
| P/C (MRQ) | 1.0 | · | 1.1 | Valor razonable | |
| Precio / FCF (TTM) | 8.4 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 8.0 | · | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 1.0 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | WSBF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 1.8% | · | 2.1% | De primer nivel | |
| Pretax Margin (Margen antes de impuestos) | 23.6% | · | 9.9% | De primer nivel | |
| Net Profit Margin (Margen de Beneficio Neto) | 18.6% | · | 5.8% | De primer nivel | |
| ROA | 1.2% | · | 1.2% | En línea | |
| ROE | 7.6% | · | 7.6% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | WSBF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 4.8% | · | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -4.4% | · | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | -13.8% | · | · | · | |
| EPS YoY (EPS interanual) | 46.5% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 41.3% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 18.5% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -14.8% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 10.7% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -20.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | WSBF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.1 | · | 0.1 | En línea |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo2.9%
Ratio de Pago40.8%
Pago anualizado≈$0.68
CAGR de Dividendos a 5 años≈4.6%
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Jul 8, 2026 | $0,17 | USD | ≈3.3% |
| Abr 8, 2026 | $0,17 | USD | ≈3.4% |
| Ene 8, 2026 | $0,15 | USD | ≈3.6% |
| Oct 8, 2025 | $0,15 | USD | ≈4.0% |
| Jul 8, 2025 | $0,15 | USD | ≈4.3% |
| Abr 8, 2025 | $0,15 | USD | ≈4.9% |
| Ene 8, 2025 | $0,15 | USD | ≈4.7% |
| Oct 8, 2024 | $0,15 | USD | ≈4.4% |
| Jul 8, 2024 | $0,15 | USD | ≈4.7% |
| Abr 5, 2024 | $0,15 | USD | ≈5.8% |
| Ene 5, 2024 | $0,15 | USD | ≈5.1% |
| Oct 5, 2023 | $0,15 | USD | ≈7.1% |
| Jul 7, 2023 | $0,20 | USD | ≈5.5% |
| Abr 6, 2023 | $0,20 | USD | ≈5.4% |
| Ene 6, 2023 | $0,20 | USD | ≈8.7% |
| Oct 6, 2022 | $0,20 | USD | ≈7.9% |
| Jul 8, 2022 | $0,20 | USD | ≈7.6% |
| Abr 8, 2022 | $0,20 | USD | ≈9.8% |
| Ene 7, 2022 | $0,70 | USD | ≈8.3% |
| Oct 7, 2021 | $0,20 | USD | ≈8.4% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-24.7%
Próximo informe
Oct 21, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2025 | $0.43 | — | — | |
| 30 de septiembre de 2024 | $0.26 | $0.31 | -15.0% | |
| 30 de septiembre de 2023 | $0.16 | $0.23 | -31.8% | |
| 30 de junio de 2023 | $0.20 | $0.28 | -27.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $49M | $13M | $14M | $25M | $28M | $20M | $16M | $20M | $23M | $22M | |
| Interest Income | $116M | $113M | $99M | $70M | $70M | $78M | $80M | $74M | $67M | $64M | $62M | $64M | |
| Pretax Income | $33M | $24M | $11M | $24M | $92M | $108M | $48M | $40M | $44M | $42M | $26M | $20M | |
| Income Tax | $7M | $5M | $2M | $5M | $21M | $27M | $12M | $10M | $18M | $16M | $9M | $7M | |
| Net Income | $26M | $19M | $9M | $19M | $71M | $81M | $36M | $31M | $26M | $26M | $17M | $13M | |
| EPS (Basic) | $1.48 | $1.01 | $0.47 | $0.89 | $2.98 | $3.32 | $1.38 | $1.12 | $0.95 | $0.94 | $0.57 | $0.38 | |
| EPS (Diluted) | $1.48 | $1.01 | $0.46 | $0.89 | $2.96 | $3.30 | $1.37 | $1.11 | $0.93 | $0.93 | $0.56 | $0.38 | |
| Shares (Basic) | 17,837,000 | 18,556,000 | 20,158,000 | 21,884,000 | 23,741,000 | 24,464,000 | 26,021,000 | 27,363,000 | 27,467,000 | 27,037,000 | 29,161,000 | 33,406,000 | |
| Shares (Diluted) | 17,867,000 | 18,589,000 | 20,196,000 | 22,010,000 | 23,931,000 | 24,607,000 | 26,247,000 | 27,634,000 | 27,899,000 | 27,374,000 | 29,431,000 | 33,643,000 | |
| EBITDA | $3M | $2M | $3M | $4M | $6M | $6M | · | · | · | · | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $64M | $35M | $31M | $34M | $343M | $56M | $53M | $48M | $49M | $47M | $100M | $173M | |
| PP&E (Net) | $19M | $19M | $20M | $21M | $22M | $24M | $25M | $25M | $23M | $24M | $25M | $26M | |
| PP&E (Gross) | $55M | $54M | $55M | $55M | $55M | $56M | $55M | $53M | $51M | $50M | $49M | $51M | |
| Accum. Depreciation | $36M | $35M | $35M | $33M | $33M | $32M | $30M | $29M | $28M | $26M | $24M | $25M | |
| Total Assets | $2.26B | $2.21B | $2.21B | $2.03B | $2.22B | $2.18B | $2.00B | $1.92B | $1.81B | $1.79B | $1.76B | $1.78B | |
| Short-term Debt | · | · | $147M | $1M | · | $29M | · | · | · | $8M | $7M | $0 | |
| Total Liabilities | $1.91B | $1.87B | $1.87B | $1.66B | $1.78B | $1.77B | $1.60B | $1.52B | $1.39B | $1.38B | $1.37B | $1.33B | |
| Long-term Debt | $412M | $447M | $611M | $387M | $477M | $508M | $484M | $435M | $386M | $387M | $441M | $434M | |
| Total Debt | · | · | $147M | · | · | $29M | · | · | · | $8M | $7M | $0 | |
| Common Stock | $184.0K | $193.0K | $203.0K | $222.0K | $248.0K | $251.0K | $271.0K | $285.0K | $295.0K | $294.0K | $294.0K | $344.0K | |
| Paid-in Capital | $78M | $91M | $104M | $129M | $175M | $181M | $212M | $232M | $327M | $323M | $317M | $314M | |
| Retained Earnings | $293M | $277M | $270M | $274M | $273M | $245M | $197M | $187M | $183M | $185M | $168M | $157M | |
| Treasury Stock | · | · | · | · | · | · | · | $98M | $79M | $77M | $73M | $0 | |
| AOCI | $-12M | $-19M | $-18M | $-19M | $-1M | $2M | $642.0K | $-2M | $-477.0K | $-378.0K | $582.0K | $1M | |
| Stockholders' Equity | $349M | $339M | $344M | $370M | $433M | $413M | $394M | $400M | $412M | $411M | $392M | $450M | |
| Liabilities + Equity | $2.26B | $2.21B | $2.21B | $2.03B | $2.22B | $2.18B | $2.00B | $1.92B | $1.81B | $1.79B | $1.76B | $1.78B | |
| Shares Outstanding | 18,359,717 | 19,343,251 | 20,314,786 | 22,174,225 | 24,795,124 | 25,087,976 | 27,148,000 | 28,463,000 | 29,501,000 | 29,430,000 | 29,407,000 | 34,420 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $2M | $3M | $4M | $6M | $6M | $5M | $5M | · | · | · | · | |
| Stock-based Comp | $297.0K | $316.0K | $277.0K | $583.0K | $745.0K | $716.0K | $1M | $2M | $2M | $2M | $3M | $109.0K | |
| Deferred Tax | $714.0K | $980.0K | $-1M | $-484.0K | $1M | $-3M | $639.0K | $535.0K | $3M | $2M | $-154.0K | $4M | |
| Other Non-cash | $-6M | $26M | $-39M | $183M | $75M | $-185M | · | · | · | · | · | · | |
| Operating Cash Flow | $24M | $48M | $-28M | $207M | $142M | $-94M | $-40M | $42M | $107M | $-24M | $-13M | $-2M | |
| CapEx | $1M | $1M | $700.0K | $701.0K | $778.0K | $1M | $3M | $4M | $2M | $1M | $3M | $2M | |
| Investing Cash Flow | $-9M | $-24M | $-159M | $-336M | $160M | $37M | $-1M | $-78M | $-95M | $-25M | $-16M | $-75M | |
| Debt Issued | $130M | $170M | $259M | $200M | $0 | $0 | $165M | $255M | $175M | $100M | $0 | · | |
| Net Debt Issued | $40M | $-5M | $-45M | $-270M | $0 | $0 | $40M | $90M | $26M | · | · | · | |
| Stock Repurchased | $16M | $15M | $26M | $48M | $10M | $36M | $23M | $19M | $2M | $4M | $73M | $0 | |
| Net Stock Activity | $-16M | $-15M | $-26M | $-48M | $-10M | $-36M | $-23M | $-19M | $-2M | $4M | · | · | |
| Dividends Paid | $11M | $11M | $15M | $30M | $30M | $32M | $26M | $27M | $27M | $7M | $6M | · | |
| Financing Cash Flow | $16M | $-21M | $177M | $-201M | $-20M | $77M | $30M | $74M | $-11M | $-4M | $-43M | $-179M | |
| Net Change in Cash | $31M | $3M | $-10M | $-330M | $282M | $20M | $-12M | $37M | $1M | $-53M | $-72M | $-256M | |
| Taxes Paid | $5M | $2M | $1M | $4M | $23M | $29M | $11M | $10M | $17M | $14M | $8M | $4M | |
| Free Cash Flow | $23M | $47M | $-28M | $206M | $154M | $-102M | $-43M | $39M | $106M | $-25M | $-16M | $-4M | |
| Levered FCF | · | · | $-70M | $195M | $143M | $-121M | $-64M | $24M | $96M | $-37M | $-31M | $-18M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 18.6% | 13.8% | 7.1% | 12.0% | 27.4% | 27.3% | 19.6% | 17.8% | 14.8% | 15.0% | 11.6% | 10.1% | |
| Pretax Margin | 23.6% | 17.7% | 8.4% | 15.1% | 35.6% | 36.3% | 26.0% | 23.4% | 25.4% | 24.7% | 18.0% | 15.8% | |
| EBITDA Margin | 1.8% | 1.8% | 2.5% | 2.5% | 2.3% | 1.9% | · | · | · | · | · | · | |
| ROA | 1.2% | 0.84% | 0.42% | 0.97% | 3.2% | 3.7% | 1.8% | 1.6% | 1.4% | 1.4% | 0.94% | 0.71% | |
| ROE | 7.6% | 5.5% | 2.7% | 5.2% | 16.2% | 20.0% | 9.2% | 7.6% | 6.3% | 6.2% | 4.2% | 2.8% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.4 | · | · | 0.1 | · | · | · | 0.0 | 0.0 | 0.0 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.03 | $17.53 | $16.94 | $16.71 | $17.45 | $16.47 | $14.50 | $14.04 | $13.97 | $13.95 | $13.33 | $13.08 | |
| Revenue / Share | $7.94 | $7.29 | $6.51 | $7.38 | $10.81 | $12.09 | $6.97 | $6.24 | $6.28 | $6.20 | $4.87 | $3.74 | |
| Cash Flow / Share | $1.35 | $2.59 | $-1.37 | $9.39 | $6.45 | $-4.09 | $-1.53 | $1.55 | $3.84 | $-0.88 | $-0.44 | $-0.07 | |
| Cash / Share | $3.46 | $1.82 | $1.51 | $1.52 | $13.83 | $2.24 | $1.95 | $3.02 | $1.65 | $1.60 | $3.42 | $5.02 | |
| Dividend / Share | $0.60 | $0.60 | $0.70 | $0.80 | $1.80 | $1.36 | · | · | · | · | · | · | |
| Dividend Paid / Share | · | · | · | · | $1.80 | $1.36 | $0.98 | $0.98 | $0.98 | · | · | · | |
| EPS (TTM) | $1.48 | $1.01 | $0.46 | $0.89 | $2.96 | $3.30 | $1.37 | $1.11 | $0.93 | $0.93 | $0.56 | $0.38 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.8% | 3.1% | -19.1% | -37.2% | -13.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -4.4% | -19.4% | -23.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -13.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 46.5% | 119.6% | -48.3% | -69.9% | -10.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.5% | -30.1% | -48.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -14.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 41.3% | 99.3% | -51.9% | -72.5% | -12.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.7% | -35.9% | -51.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -20.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -19.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $142M | $135M | $131M | $163M | $259M | $298M | $183M | $172M | $175M | $170M | $143M | $126M | |
| Net Income TTM | $26M | $19M | $9M | $19M | $71M | $81M | $36M | $31M | $26M | $26M | $17M | $13M | |
| Market Cap | $304M | $260M | $288M | $382M | $542M | $472M | $517M | $477M | $503M | $542M | $415M | $453M | |
| Enterprise Value | · | · | $405M | · | · | $445M | · | · | · | $502M | $321M | $280M | |
| P/E | 11.2 | 13.3 | 30.9 | 19.4 | 7.4 | 5.7 | 13.9 | 15.1 | 18.3 | 19.8 | 25.2 | 34.6 | |
| P/S | 2.1 | 1.9 | 2.2 | 2.4 | 2.1 | 1.6 | 2.8 | 2.8 | 2.9 | 3.2 | 2.9 | 3.6 | |
| P/B | 0.9 | 0.8 | 0.8 | 1.0 | 1.3 | 1.1 | 1.3 | 1.2 | 1.2 | 1.3 | 1.1 | 1.0 | |
| P / Tangible Book | 0.9 | 0.8 | 0.8 | 1.0 | 1.3 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 12.6 | 5.4 | -10.5 | 1.8 | 3.5 | -4.7 | -12.8 | 11.1 | 4.7 | -22.5 | -31.9 | -204.3 | |
| P / FCF | 13.2 | 5.5 | -10.2 | 1.9 | 3.5 | -4.6 | -11.9 | 12.2 | 4.8 | -21.5 | -26.0 | -108.7 | |
| EV / EBITDA | · | · | 122.6 | · | · | 79.4 | · | · | · | · | · | · | |
| EV / FCF | · | · | -14.3 | · | · | -4.4 | · | · | · | -20.0 | -20.1 | -67.2 | |
| EV / Revenue | · | · | 3.1 | · | · | 1.5 | · | · | · | 3.0 | 2.2 | 2.2 | |
| Dividend Yield | 3.5% | 4.3% | 5.3% | 7.9% | 5.6% | 6.7% | 5.0% | 5.7% | 5.4% | 1.3% | 1.4% | · | |
| Earnings Yield | 8.9% | 7.5% | 3.2% | 5.2% | 13.5% | 17.5% | 7.2% | 6.6% | 5.5% | 5.1% | 4.0% | 2.9% | |
| Payout Ratio | 40.8% | 60.3% | 163.9% | 155.3% | 42.9% | 38.8% | 72.3% | 88.0% | 103.8% | · | · | · | |
| Annual Payout | $11M | $11M | $15M | $30M | $30M | $32M | $26M | $27M | $27M | $7M | $6M | · |
Estado de resultados
| 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 | · | · | · | · | · | · | · | · | · | $16M | · | $14M | $12M | $8M | · | $3M | |
| Interest Income | $30M | $29M | $30M | $30M | $29M | $28M | $29M | $29M | $28M | $27M | $27M | $26M | $24M | $22M | $21M | $18M | |
| Pretax Income | $11M | $8M | $10M | $10M | $10M | $4M | $6M | $6M | $7M | $5M | $-595.0K | $4M | $5M | $3M | $659.0K | $7M | |
| Income Tax | $2M | $2M | $2M | $2M | $2M | $845.0K | $996.0K | $1M | $1M | $2M | $-555.0K | $500.0K | $1M | $627.0K | $-277.0K | $2M | |
| Net Income | $8M | $6M | $8M | $8M | $8M | $3M | $5M | $5M | $6M | $3M | $-40.0K | $3M | $4M | $2M | $936.0K | $5M | |
| EPS (Basic) | $0.49 | $0.35 | $0.43 | $0.45 | $0.43 | $0.17 | $0.28 | $0.26 | $0.31 | $0.16 | $0.01 | $0.16 | $0.20 | $0.10 | $0.05 | $0.25 | |
| EPS (Diluted) | $0.49 | $0.34 | $0.43 | $0.45 | $0.43 | $0.17 | $0.28 | $0.26 | $0.31 | $0.16 | $0.00 | $0.16 | $0.20 | $0.10 | $0.05 | $0.25 | |
| Shares (Basic) | 17,114,000 | 17,373,000 | · | 17,639,000 | 17,989,000 | 18,267,000 | · | 18,350,000 | 18,524,000 | 19,021,000 | · | 19,998,000 | 20,384,000 | 20,890,000 | · | 21,342,000 | |
| Shares (Diluted) | 17,184,000 | 17,430,000 | · | 17,671,000 | 18,004,000 | 18,280,000 | · | 18,445,000 | 18,568,000 | 19,036,000 | · | 20,022,000 | 20,431,000 | 20,980,000 | · | 21,454,000 | |
| EBITDA | · | $917.0K | · | · | · | $711.0K | · | · | · | $486.0K | · | · | · | $815.0K | · | · |
Balance general
| 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 | $33M | $39M | $64M | $50M | $63M | $37M | $35M | $36M | $36M | $41M | · | $56M | $53M | $46M | · | $37M | |
| PP&E (Net) | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $20M | $20M | · | $20M | $20M | $21M | · | $21M | |
| PP&E (Gross) | · | · | $55M | · | · | · | $54M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $36M | · | · | · | $35M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $2.25B | $2.25B | $2.26B | $2.27B | $2.26B | $2.18B | $2.21B | $2.24B | $2.29B | $2.23B | $2.21B | $2.22B | $2.23B | $2.11B | $2.03B | $1.98B | |
| Short-term Debt | · | · | · | · | · | · | · | $137M | $145M | $146M | · | $103M | · | · | · | · | |
| Total Liabilities | $1.90B | $1.90B | $1.91B | $1.92B | $1.92B | $1.83B | $1.87B | $1.90B | $1.95B | $1.90B | · | $1.88B | $1.87B | $1.75B | · | $1.60B | |
| Long-term Debt | $412M | $413M | $412M | $469M | $466M | $396M | $447M | $560M | $661M | $634M | · | $588M | $615M | $502M | · | $320M | |
| Total Debt | · | · | · | · | · | · | · | $137M | $145M | $146M | · | $103M | · | · | · | · | |
| Common Stock | $180.0K | $182.0K | $184.0K | $185.0K | $188.0K | $193.0K | $193.0K | $194.0K | $195.0K | $199.0K | · | $209.0K | $214.0K | $219.0K | · | $223.0K | |
| Paid-in Capital | $72M | $74M | $78M | $81M | $84M | $90M | $91M | $93M | $93M | $99M | · | $110M | $117M | $123M | · | $131M | |
| Retained Earnings | $302M | $296M | $293M | $288M | $283M | $278M | $277M | $275M | $273M | $270M | · | $273M | $272M | $272M | · | $278M | |
| AOCI | $-13M | $-13M | $-12M | $-13M | $-15M | $-16M | $-19M | $-15M | $-20M | $-19M | · | $-24M | $-21M | $-17M | · | $-19M | |
| Stockholders' Equity | $351M | $348M | $349M | $345M | $341M | $341M | $339M | $342M | $335M | $338M | $344M | $346M | $356M | $366M | $370M | $376M | |
| Liabilities + Equity | $2.25B | $2.25B | $2.26B | $2.27B | $2.26B | $2.18B | $2.21B | $2.24B | $2.29B | $2.23B | · | $2.22B | $2.23B | $2.11B | · | $1.98B | |
| Shares Outstanding | 17,975,028 | 18,145,996 | 18,359,717 | 18,524,115 | 18,776,229 | 19,281,231 | 19,343,251 | 19,456,939 | 19,478,625 | 19,909,643 | · | 20,859,649 | 21,375,876 | 21,867,233 | · | 22,318,471 |
Flujo de Efectivo
| 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 | $799.0K | $917.0K | $687.0K | $591.0K | $560.0K | $711.0K | $593.0K | $762.0K | $633.0K | $486.0K | $1M | $715.0K | $738.0K | $815.0K | $939.0K | $1M | |
| Stock-based Comp | $155.0K | $147.0K | $-39.0K | $148.0K | $106.0K | $82.0K | $105.0K | $105.0K | $100.0K | $6.0K | $55.0K | $34.0K | $82.0K | $106.0K | $115.0K | $138.0K | |
| Deferred Tax | $4.0K | $-367.0K | $221.0K | $20.0K | $375.0K | $98.0K | $655.0K | $165.0K | $-501.0K | $661.0K | $-490.0K | $318.0K | $-962.0K | $61.0K | $-123.0K | $-110.0K | |
| Other Non-cash | · | $-7M | · | · | · | $23M | · | · | · | $-14M | · | · | · | $-35M | · | · | |
| Operating Cash Flow | $10M | $-647.0K | $3M | $33M | $-38M | $27M | $23M | $74M | $-40M | $-10M | $-999.0K | $45M | $-44M | $-35M | $71M | $17M | |
| CapEx | $136.0K | $991.0K | $546.0K | $295.0K | $59.0K | $265.0K | $354.0K | $194.0K | $161.0K | $390.0K | $417.0K | $127.0K | $104.0K | $52.0K | $60.0K | $191.0K | |
| Investing Cash Flow | $1M | $-16M | $37M | $-56M | $-6M | $17M | $7M | $-17M | $-14M | $-146.0K | $-14M | $-32M | $-63M | $-43M | $-160M | $-75M | |
| Debt Issued | $20M | $83M | $0 | $30M | $20M | $80M | $20M | $60M | $60M | $30M | $85M | $59M | $0 | $115M | $150M | $50M | |
| Net Debt Issued | · | $53M | · | · | · | $40M | · | · | · | $-20M | · | · | · | $90M | · | · | |
| Stock Repurchased | $4M | $4M | $3M | $4M | $6M | $3M | $3M | $999.0K | $6M | $5M | $6M | $7M | $7M | $6M | $3M | $7M | |
| Net Stock Activity | · | $-4M | · | · | · | $-3M | · | · | · | $-5M | · | · | · | $-6M | · | · | |
| Dividends Paid | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | |
| Financing Cash Flow | $-17M | $-10M | $-23M | $6M | $72M | $-40M | $-32M | $-57M | $49M | $19M | $-10M | $-12M | $113M | $85M | $62M | $9M | |
| Net Change in Cash | $-6M | $-26M | $17M | $-17M | $28M | $4M | $-2M | $91.0K | $-4M | $9M | $-26M | $1M | $7M | $8M | $-26M | $-49M | |
| Taxes Paid | $3M | $0 | $2M | $2M | $1M | $0 | $-784.0K | $3M | $454.0K | $0 | $-734.0K | $20.0K | $1M | $760.0K | $-196.0K | $1M | |
| Free Cash Flow | · | $-2M | · | · | · | $26M | · | · | · | $-10M | · | · | · | $-31M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-20M | · | · | · | $-38M | · | · |
Rentabilidad
| 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 | 21.0% | 16.8% | · | 21.4% | 20.3% | 10.2% | · | 13.9% | 15.4% | 9.4% | · | 9.5% | 11.1% | 6.7% | · | 12.3% | |
| Pretax Margin | 26.4% | 21.2% | · | 26.6% | 25.4% | 13.1% | · | 17.3% | 19.2% | 14.7% | · | 11.0% | 14.1% | 8.6% | · | 15.8% | |
| EBITDA Margin | · | 2.6% | · | · | · | 2.4% | · | · | · | 1.5% | · | · | · | 2.5% | · | · | |
| ROA | 0.38% | 0.27% | · | 0.35% | 0.34% | 0.14% | · | 0.21% | 0.25% | 0.14% | · | 0.16% | 0.19% | 0.10% | · | 0.25% | |
| ROE | 2.4% | 1.7% | · | 2.3% | 2.3% | 0.89% | · | 1.4% | 1.7% | 0.86% | · | 0.90% | 1.1% | 0.55% | · | 1.3% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | 0.4 | 0.4 | 0.4 | · | 0.3 | · | · | · | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.53 | $19.19 | · | $18.65 | $18.19 | $17.70 | · | $17.58 | $17.20 | $16.98 | · | $16.60 | $16.64 | $16.73 | · | $16.85 | |
| Revenue / Share | $2.34 | $2.05 | · | $2.10 | $2.11 | $1.62 | · | $1.85 | $2.00 | $1.70 | · | $1.71 | $1.77 | $1.54 | · | $2.00 | |
| Cash Flow / Share | · | $-0.04 | · | · | · | $1.46 | · | · | · | $-0.52 | · | · | · | $-1.50 | · | · | |
| Cash / Share | $1.82 | $2.14 | · | $2.70 | $3.36 | $1.94 | · | $1.84 | $1.86 | $2.08 | · | $2.67 | $2.50 | $2.10 | · | $1.67 | |
| Dividend / Share | $0.17 | $0.17 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.20 | $0.20 | $0.20 | $0.20 | |
| EPS (TTM) | $1.71 | $1.65 | · | $1.33 | $1.14 | $1.02 | · | $0.73 | $0.63 | $0.52 | · | $0.51 | $0.60 | $0.76 | · | $1.38 |
Valoración (TTM)
| 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 | $150M | $148M | · | $137M | $134M | $133M | · | $132M | $132M | $131M | · | $135M | $144M | $153M | · | $185M | |
| Net Income TTM | $30M | $29M | · | $24M | $21M | $19M | · | $13M | $12M | $10M | · | $10M | $12M | $16M | · | $31M | |
| Market Cap | $373M | $327M | · | $289M | $259M | $259M | · | $286M | $249M | $242M | · | $228M | $310M | $331M | · | $361M | |
| Enterprise Value | · | · | · | · | · | · | · | $387M | $358M | $347M | · | $276M | · | · | · | · | |
| P/E | 12.1 | 10.9 | · | 11.7 | 12.1 | 13.2 | · | 20.1 | 20.3 | 23.4 | · | 21.5 | 24.1 | 19.9 | · | 11.7 | |
| P/S | 2.5 | 2.2 | · | 2.1 | 1.9 | 2.0 | · | 2.2 | 1.9 | 1.8 | · | 1.7 | 2.2 | 2.2 | · | 1.9 | |
| P/B | 1.1 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.9 | 0.9 | · | 1.0 | |
| P / Tangible Book | 1.1 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.9 | 0.9 | · | 1.0 | |
| P / Cash Flow | · | -505.7 | · | · | · | 9.7 | · | · | · | -24.4 | · | · | · | -10.5 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | 2.9 | 2.7 | 2.6 | · | 2.0 | · | · | · | · | |
| Dividend Yield | 2.9% | 3.3% | · | 3.8% | 4.2% | 4.3% | · | 4.0% | 5.1% | 5.8% | · | 7.3% | 5.4% | 5.2% | · | 8.4% | |
| Earnings Yield | 8.2% | 9.2% | · | 8.5% | 8.2% | 7.6% | · | 5.0% | 4.9% | 4.3% | · | 4.7% | 4.1% | 5.0% | · | 8.5% | |
| Payout Ratio | · | 44.0% | · | · | · | 90.3% | · | · | · | 97.1% | · | · | · | 194.8% | · | · | |
| Annual Payout | $11M | $11M | · | $11M | $11M | $11M | · | $11M | $13M | $14M | · | $17M | $17M | $17M | · | $30M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Beneficio neto | $26M | · | · | $19M | · |
| EPS Diluido | $1.48 | · | · | $1.01 | · |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $23M | · | · | $47M | · |
Propietarios institucionales (13F) 134 declarantes · $216.2M total · A fecha de 30 de septiembre 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.
Tenedores
134
Valor en tenencia
$216.2M
Nuevas posiciones
15
Posiciones cerradas
10
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 15 (-9 vs trimestre anterior) | 10 (+2 vs trimestre anterior) | 50 (+10 vs trimestre anterior) | 29 (-4 vs trimestre anterior) | +381K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $34 033 818 | 1 641 766 | 15,74% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $29 393 837 | 1 417 945 | 13,60% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $21 799 067 | 1 051 571 | 10,08% | Acciones |
| VANGUARD GROUP INC | $14 662 820 | 885 971 | 6,78% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $13 288 034 | 641 005 | 6,15% | Acciones |
| STATE STREET CORP | $8 258 252 | 398 372 | 3,82% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $8 054 414 | 388 478 | 3,73% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $7 089 089 | 341 972 | 3,28% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $5 370 910 | 259 089 | 2,48% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4 381 804 | 211 375 | 2,03% | Acciones |
| MORGAN STANLEY | $4 100 599 | 197 809 | 1,90% | Acciones |
| GOLDMAN SACHS GROUP INC | $4 076 703 | 196 657 | 1,89% | Acciones |
| Quantinno Capital Management LP | $3 512 160 | 169 424 | 1,62% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3 463 879 | 167 095 | 1,60% | Acciones |
| DONALD SMITH & CO., INC. | $3 411 951 | 164 590 | 1,58% | Acciones |
| NORTHERN TRUST CORP | $2 980 166 | 143 761 | 1,38% | Acciones |
| Foundry Partners, LLC | $2 737 747 | 203 550 | 1,27% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 676 347 | 129 105 | 1,24% | Acciones |
| Qube Research & Technologies Ltd | $2 469 751 | 119 139 | 1,14% | Acciones |
| Empowered Funds, LLC | $2 389 796 | 115 282 | 1,11% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2 358 597 | 113 777 | 1,09% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 112 159 | 101 889 | 0,98% | Acciones |
| Fourthstone LLC | $2 054 944 | 98 910 | 0,95% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 004 156 | 96 679 | 0,93% | Acciones |
| Bank of New York Mellon Corp | $1 877 388 | 90 564 | 0,87% | Acciones |
| FMR LLC | $1 842 294 | 88 871 | 0,85% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $1 575 885 | 76 020 | 0,73% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 338 101 | 64 549 | 0,62% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $1 228 419 | 59 258 | 0,57% | Acciones |
| Teton Advisors, LLC | $1 223 070 | 59 000 | 0,57% | Acciones |
| HSBC HOLDINGS PLC | $1 022 958 | 49 490 | 0,47% | Acciones |
| Nuveen, LLC | $904 450 | 43 630 | 0,42% | Acciones |
| BANK OF AMERICA CORP /DE/ | $898 708 | 43 353 | 0,42% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $866 058 | 41 778 | 0,40% | Acciones |
| Teton Advisors, Inc. | $814 790 | 59 000 | 0,38% | Acciones |
| TWO SIGMA ADVISERS, LP | $784 172 | 47 382 | 0,36% | Acciones |
| ALGERT GLOBAL LLC | $781 521 | 37 700 | 0,36% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $721 404 | 34 800 | 0,33% | Acciones |
| STRS OHIO | $713 112 | 34 400 | 0,33% | Acciones |
| D. E. Shaw & Co., Inc. | $703 286 | 33 926 | 0,33% | Acciones |
| IEQ CAPITAL, LLC | $660 826 | 31 878 | 0,31% | Acciones |
| Russell Investments Group, Ltd. | $563 881 | 27 201 | 0,26% | Acciones |
| CITADEL ADVISORS LLC | $561 617 | 27 092 | 0,26% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $477 885 | 26 505 | 0,22% | Acciones |
| BAILARD, INC. | $468 498 | 22 600 | 0,22% | Acciones |
| Mariner, LLC | $464 698 | 22 417 | 0,21% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $451 271 | 21 769 | 0,21% | Acciones |
| Hillsdale Investment Management Inc. | $422 892 | 20 400 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $404 436 | 19 509 | 0,19% | Acciones |
| Odyssean, LLC | $399 923 | 19 292 | 0,18% | Acciones |
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 |
|---|---|---|---|---|---|
| Homestead Partners LP, Homestead Odyssey Partners LP, Arles Partners LP, Arles Advisors Inc, Warren A. Mackey ×2 presentaciones | 20 de mayo de 2015 | · | Presentación inicial | Inversión pasiva | 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.
Informantes de la empresa 16 insiders · 8 directivos · 7 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mark Raymond Gerke | EVP/Chief Financial Officer | 21 de mayo de 2026 M | 30 034 | 0 | 1 | $-183 400 |
| Allan Robert Hosack | CFO | 4 de marzo de 2015 A | 25 000 | 0 | 0 | $0 |
| Richard C Larson | CFO | 22 de enero de 2014 A | 54 | 0 | 0 | $0 |
| Jeffrey R Mcguiness | Subsidary President | 23 de abril de 2024 A | 3 842 | 0 | 0 | $0 |
| William F Bruss | COO/General Counsel | 6 de marzo de 2024 F | 27 720 | 0 | 0 | $0 |
| Ryan J Gordon | EVP/Chief Credit Officer | 13 de agosto de 2026 M | 11 611 | 0 | 3 | $-172 375 |
| Julie Ann Glynn | EVP/Chief Retail Officer | 2 de febrero de 2026 M | 9 071 | 0 | 2 | $-380 763 |
| Rebecca M Arndt | Sr. Vice President | 28 de febrero de 2018 F | 39 241 | 0 | 0 | $0 |
| Douglas S Gordon | Consejero | 18 de febrero de 2026 S | 556 773 | 0 | 4 | $-795 503 |
| Patrick S Lawton | Consejero | 4 de febrero de 2026 S | 0 | 0 | 2 | $-914 813 |
| Michael L Hansen | Consejero | 13 de agosto de 2025 S | 1 541 | 0 | 0 | $0 |
| Kristine A Rappe | Consejero | 13 de febrero de 2025 M | 27 318 | 0 | 0 | $0 |
| Stephen J Schmidt | Consejero | 11 de febrero de 2025 M | 70 078 | 0 | 0 | $0 |
| Ellen Syburg Bartel | Consejero | 13 de septiembre de 2024 M | 15 000 | 0 | 0 | $0 |
| Thomas E Dalum | Consejero | 28 de diciembre de 2021 G | 38 531 | 0 | 0 | $0 |
| Eric J Egenhoefer | · | 14 de diciembre de 2018 S | 69 011 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 24 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,08% | 53 225 SH | 11 de septiembre de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,03% | 103 409 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 13 254 SH | 19 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,02% | 121 102 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 624 SH | 2 de octubre de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 414 900 SH | 11 de septiembre de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 0,01% | 9 320 SH | 2 de octubre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 87 535 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 7 242 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 62 320 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 7 563 SH | 2 de octubre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,00% | 60 100 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 665 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 15 874 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 600 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 55 629 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,00% | 1 695 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 8 504 SH | 3 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 3 098 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 767 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 165 769 SH | 19 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 458 455 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 100 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 160 380 SH | 11 de septiembre de 2026 | Diario |
WSBF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 6 analistas
VENTA
0 0,0%
Compra fuerte
0 0,0%
Compra
3 50,0%
Mantener
1 16,7%
Venta
2 33,3%
Venta fuerte
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | · |
| AGM | · | 10.6 | 8.9% | 50.8% | 12.7% | · |
| UWMC | · | 36.5 | 18.2% | 0.87% | 1.6% | · |
| WD | $2.01B | 36.7 | 9.0% | 4.6% | 3.2% | · |
| VEL | $822M | 7.5 | 36.8% | 56.5% | 17.7% | · |
| SNFCA | · | 7.2 | 3.0% | 9.3% | 8.4% | · |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | · |
| BETR | · | · | · | · | · | · |
| LDI | · | -4.6 | -93.7% | -609.7% | -15.2% | · |
| GHI | · | -13.2 | -6.4% | -8.9% | · | · |
| FOA | · | 6.5 | 26.1% | 9.1% | 10.4% | · |
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Fuente: SEC 10-Q presentada el Ago 6, 2026