WSM Williams-Sonoma, Inc. Common Stock (DE)
WSM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
WSM Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 17 de julio de 2026 | $0,7600 |
| 17 de abril de 2026 | $0,7600 |
| 16 de enero de 2026 | $0,6600 |
| 17 de octubre de 2025 | $0,6600 |
| 18 de julio de 2025 | $0,6600 |
| 17 de abril de 2025 | $0,6600 |
| 17 de enero de 2025 | $0,5700 |
| 18 de octubre de 2024 | $0,5700 |
| 19 de julio de 2024 | $0,5700 |
| 18 de abril de 2024 | $0,5650 |
| 18 de enero de 2024 | $0,4500 |
| 19 de octubre de 2023 | $0,4500 |
| 20 de julio de 2023 | $0,4500 |
| 20 de abril de 2023 | $0,4500 |
| 19 de enero de 2023 | $0,3900 |
| 20 de octubre de 2022 | $0,3900 |
| 21 de julio de 2022 | $0,3900 |
| 21 de abril de 2022 | $0,3900 |
| 20 de enero de 2022 | $0,3550 |
| 21 de octubre de 2021 | $0,3550 |
WSM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 6 21,4%
- Compra 8 28,6%
- Mantener 14 50,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
20 analistas · 2026-08-13Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2027 | $1.93 | $1.83 | — |
| 30 de junio de 2026 | $1.93 | $1.83 | 0.10% |
| 31 de marzo de 2026 | $3.04 | $2.92 | 0.12% |
| 31 de diciembre de 2025 | $1.96 | $1.89 | 0.07% |
| 30 de septiembre de 2025 | $2.00 | $1.82 | 0.18% |
| 30 de junio de 2025 | $1.85 | $1.78 | 0.07% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WSM | $24.31B | 23.2 | 1.2% | 13.9% | 51.4% | 46.2% |
| W | $13.05B | -41.2 | 5.1% | -2.5% | 11.4% | 30.2% |
| RH | $3.74B | 31.5 | 8.1% | 3.6% | 1266.9% | 44.1% |
| BOBS | — | — | — | — | — | — |
| ARHS | — | 23.4 | 8.5% | 4.9% | 16.7% | 38.9% |
| HVT | $716M | 20.1 | 5.0% | 2.6% | 6.4% | 60.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $7.81B | $7.71B | · | · | · | · | · | |
| Cost of Revenue | $4.20B | $4.13B | · | · | · | · | · | |
| Gross Profit | $3.60B | $3.58B | · | · | · | · | · | |
| SG&A Expense | $2.19B | $2.15B | · | · | · | · | · | |
| Operating Income | $1.42B | $1.43B | · | · | · | · | · | |
| Pretax Income | $1.45B | $1.49B | · | · | · | · | · | |
| Income Tax | $364M | $360M | · | · | · | · | · | |
| Net Income | $1.09B | $1.13B | · | · | · | · | · | |
| EPS (Basic) | $8.96 | $8.91 | · | · | · | · | · | |
| EPS (Diluted) | $8.84 | $8.79 | · | · | · | · | · | |
| Shares (Basic) | 121,446,000 | 126,242,000 | · | · | · | · | · | |
| Shares (Diluted) | 123,153,000 | 128,041,000 | · | · | · | · | · | |
| EBITDA | $1.65B | $1.66B | · | · | · | · | · |
Balance general 27
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.02B | $1.21B | $1.25B | $297M | $325M | $640M | $948M | |
| Receivables | $127M | $118M | $115M | $109M | $123M | $142M | $129M | |
| Inventory | $1.46B | $1.33B | $1.21B | $1.40B | $1.40B | $1.09B | $1.04B | |
| Prepaid Expense | $80M | $67M | $63M | $63M | $61M | $59M | $109M | |
| Other Current Assets | $24M | $25M | $23M | $28M | $24M | $21M | $27M | |
| Current Assets | $2.71B | $2.75B | $2.67B | $1.90B | $1.93B | $1.95B | $2.26B | |
| PP&E (Net) | $1.10B | $1.03B | $990M | $1.05B | $942M | $875M | $887M | |
| PP&E (Gross) | $3.14B | $2.97B | · | · | · | · | · | |
| Accum. Depreciation | $2.04B | $1.94B | · | · | · | · | · | |
| Goodwill | $77M | $77M | $77M | $77M | $85M | $85M | $85M | |
| Other Non-current Assets | $157M | $137M | $129M | $115M | $103M | $88M | $75M | |
| Total Assets | $5.41B | $5.30B | $5.15B | $4.47B | $4.21B | $4.11B | $4.49B | |
| Accounts Payable | $638M | $646M | $502M | $630M | $643M | $575M | $373M | |
| Accrued Liabilities | $315M | $286M | $153M | $205M | $184M | $174M | $158M | |
| Current Liabilities | $1.95B | $1.91B | $1.72B | $1.70B | $1.74B | $1.52B | $1.66B | |
| Capital Leases | $1.24B | $1.11B | $1.11B | $1.19B | $1.04B | $999M | $1.08B | |
| Other Non-current Liabilities | $140M | $134M | $117M | $116M | $119M | $125M | $86M | |
| Total Liabilities | $3.33B | $3.16B | $2.95B | $3.00B | $2.90B | $2.66B | $3.15B | |
| Long-term Debt | · | · | · | · | · | · | $299M | |
| Common Stock | $1M | $1M | $1M | $643.0K | $693.0K | $753.0K | $778.0K | |
| Paid-in Capital | $587M | $572M | $521M | $532M | $532M | $556M | $609M | |
| Retained Earnings | $1.51B | $1.59B | $1.70B | $952M | $790M | $895M | $737M | |
| Treasury Stock | $2M | $435.0K | $435.0K | $1M | $739.0K | $711.0K | $599.0K | |
| AOCI | $-13M | $-22M | $-17M | $-16M | $-12M | $-4M | $-13M | |
| Stockholders' Equity | $2.08B | $2.14B | $2.20B | $1.47B | $1.31B | $1.45B | $1.33B | |
| Liabilities + Equity | $5.41B | $5.30B | $5.15B | $4.47B | $4.21B | $4.11B | $4.49B | |
| Shares Outstanding | 118,770,000 | 123,125,000 | 128,675,000 | 64,222,000 | 69,219,000 | 75,235,000 | 77,796,000 |
Flujo de Efectivo 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $231M | $230M | · | · | · | · | · | |
| Stock-based Comp | $107M | $99M | · | · | · | · | · | |
| Deferred Tax | $20M | $-10M | · | · | · | · | · | |
| Other Non-cash | $-132M | $-84M | · | · | · | · | · | |
| Operating Cash Flow | $1.31B | $1.36B | · | · | · | · | · | |
| CapEx | $259M | $222M | · | · | · | · | · | |
| Investing Cash Flow | $-261M | $-221M | · | · | · | · | · | |
| Stock Repurchased | $854M | $807M | · | · | · | · | · | |
| Net Stock Activity | $-854M | $-807M | · | · | · | · | · | |
| Dividends Paid | $316M | $280M | · | · | · | · | · | |
| Financing Cash Flow | $-1.25B | $-1.18B | · | · | · | · | · | |
| Net Change in Cash | $-193M | $-49M | · | · | · | · | · | |
| Taxes Paid | $330M | $399M | · | · | · | · | · | |
| Free Cash Flow | $1.06B | $1.14B | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 46.2% | 46.5% | · | · | · | · | · | |
| Operating Margin | 18.1% | 18.6% | · | · | · | · | · | |
| Net Margin | 13.9% | 14.6% | · | · | · | · | · | |
| Pretax Margin | 18.6% | 19.3% | · | · | · | · | · | |
| EBITDA Margin | 21.1% | 21.5% | · | · | · | · | · | |
| ROA | 20.3% | 22.0% | · | · | · | · | · | |
| ROE | 51.4% | 55.9% | · | · | · | · | · | |
| ROIC | 50.9% | 50.6% | · | · | · | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | · | · | · | · | · | |
| Quick Ratio | 0.6 | 0.7 | · | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.5 | · | · | · | · | · | |
| Inventory Turnover | 3.0 | · | · | · | · | · | · | |
| Receivables Turnover | 63.9 | 69.1 | · | · | · | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.2% | -0.50% | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.5% | -2.2% | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.9% | · | · | · | · | · | · | |
| EPS YoY | 0.57% | 20.7% | · | · | · | · | · | |
| EPS CAGR 3Y | 2.7% | -15.8% | · | · | · | · | · | |
| EPS CAGR 5Y | 0.53% | · | · | · | · | · | · | |
| Net Income YoY | -3.3% | 18.5% | · | · | · | · | · | |
| Net Income CAGR 3Y | -1.2% | -0.03% | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.8% | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 15.0% | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.81B | $7.71B | · | · | · | · | · | |
| Net Income TTM | $1.09B | $1.13B | · | · | · | · | · | |
| Market Cap | $24.31B | $26.02B | · | · | · | · | · | |
| P/E | 23.2 | 24.0 | · | · | · | · | · | |
| P/S | 3.1 | 3.4 | · | · | · | · | · | |
| P/B | 11.7 | 12.1 | · | · | · | · | · | |
| P / Tangible Book | 12.1 | 12.6 | · | · | · | · | · | |
| P / Cash Flow | 18.5 | 19.1 | · | · | · | · | · | |
| P / FCF | 23.0 | 22.9 | · | · | · | · | · | |
| Dividend Yield | 1.3% | 1.1% | · | · | · | · | · | |
| Earnings Yield | 4.3% | 4.2% | · | · | · | · | · | |
| Payout Ratio | 29.1% | 24.9% | · | · | · | · | · | |
| Annual Payout | $316M | $280M | · | · | · | · | · |
Estado de resultados 13
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.81B | $2.36B | $1.88B | $1.84B | $1.73B | $2.46B | $1.80B | $1.79B | $1.66B | $2.28B | $1.85B | $1.86B | $1.76B | $2.45B | $2.19B | $2.14B | |
| Cost of Revenue | $1.01B | $1.25B | $1.02B | $972M | $964M | $1.30B | $983M | $984M | · | · | · | · | · | · | · | · | |
| Gross Profit | $793M | $1.10B | $868M | $865M | $766M | $1.17B | $818M | $804M | $795M | $1.05B | $822M | $758M | $675M | $1.01B | $911M | $929M | |
| SG&A Expense | $502M | $627M | $549M | $537M | $475M | $635M | $513M | $526M | $478M | $591M | $507M | $486M | $476M | $540M | $571M | $563M | |
| Operating Income | $292M | $478M | $319M | $328M | $291M | $530M | $305M | $278M | $317M | $458M | $315M | $272M | $199M | $470M | $340M | $366M | |
| Pretax Income | $299M | $486M | $329M | $337M | $300M | $543M | $317M | $293M | $333M | $471M | $322M | $275M | $205M | $471M | $340M | $366M | |
| Income Tax | $67M | $118M | $87M | $90M | $69M | $132M | $80M | $76M | $73M | $117M | $85M | $73M | $48M | $116M | $88M | $99M | |
| Net Income | $231M | $368M | $242M | $248M | $231M | $411M | $237M | $217M | $260M | $354M | $237M | $202M | $157M | $355M | $252M | $267M | |
| EPS (Basic) | $1.95 | $3.06 | $1.99 | $2.03 | $1.88 | $3.30 | $1.89 | $1.69 | $2.03 | $1.55 | $1.85 | $1.57 | $2.38 | $-2.98 | $3.77 | $3.92 | |
| EPS (Diluted) | $1.93 | $3.03 | $1.96 | $2.00 | $1.85 | $3.26 | $1.87 | $1.67 | $1.99 | $1.54 | $1.83 | $1.56 | $2.35 | $-2.92 | $3.72 | $3.87 | |
| Shares (Basic) | 118,386,000 | -245,217,000 | 121,434,000 | 122,121,000 | 123,108,000 | -255,759,000 | 125,333,000 | 128,256,000 | 128,412,000 | -193,312,000 | 128,285,000 | 128,326,000 | 65,849,000 | 67,464,000 | 66,704,000 | 68,180,000 | |
| Shares (Diluted) | 119,894,000 | -248,504,000 | 123,273,000 | 123,595,000 | 124,789,000 | -259,290,000 | 126,892,000 | 129,810,000 | 130,629,000 | -194,753,000 | 129,549,000 | 129,051,000 | 66,696,000 | 68,417,000 | 67,617,000 | 69,081,000 | |
| EBITDA | $348M | · | $319M | $328M | $347M | · | $321M | $290M | $381M | · | $315M | $272M | $255M | · | $340M | $366M |
Balance general 26
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $652M | $1.02B | $885M | $986M | $1.05B | $1.21B | $827M | $1.27B | $1.25B | · | $699M | $514M | $297M | · | $113M | $125M | |
| Receivables | $139M | $127M | $118M | $116M | $123M | $118M | $106M | $112M | $115M | · | $124M | $117M | $109M | · | $126M | $134M | |
| Inventory | $1.46B | $1.46B | $1.53B | $1.43B | $1.34B | $1.33B | $1.45B | $1.25B | $1.22B | · | $1.40B | $1.30B | $1.40B | · | $1.69B | $1.54B | |
| Prepaid Expense | $80M | $80M | $92M | $101M | $69M | $67M | $85M | $99M | $63M | · | $100M | $74M | $63M | · | $104M | $102M | |
| Other Current Assets | $20M | $24M | $21M | $20M | $23M | $25M | $19M | $20M | $23M | · | $27M | $26M | $28M | · | $30M | $26M | |
| Current Assets | $2.35B | $2.71B | $2.65B | $2.66B | $2.60B | $2.75B | $2.49B | $2.74B | $2.67B | · | $2.35B | $2.03B | $1.90B | · | $2.06B | $1.93B | |
| PP&E (Net) | $1.10B | $1.10B | $1.06B | $1.03B | $1.03B | $1.03B | $1.02B | $975M | $990M | · | $1.03B | $1.04B | $1.05B | · | $1.01B | $974M | |
| PP&E (Gross) | · | $3.14B | · | · | · | $2.97B | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | $2.04B | · | · | · | $1.94B | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $77M | $77M | $77M | $77M | $77M | $77M | $77M | $77M | $77M | · | $77M | $77M | $77M | · | $85M | $85M | |
| Other Non-current Assets | $155M | $157M | $151M | $148M | $140M | $137M | $127M | $159M | $129M | · | $121M | $119M | $115M | · | $108M | $104M | |
| Total Assets | $5.06B | $5.41B | $5.31B | $5.23B | $5.16B | $5.30B | $4.97B | $5.21B | $5.16B | · | $4.88B | $4.57B | $4.47B | · | $4.59B | $4.32B | |
| Accounts Payable | $561M | $638M | $667M | $602M | $554M | $646M | $666M | $596M | $502M | · | $676M | $597M | $630M | · | $721M | $680M | |
| Accrued Liabilities | $151M | $315M | $247M | $203M | $147M | $286M | $235M | $208M | $154M | · | $204M | $185M | $205M | · | $275M | $245M | |
| Current Liabilities | $1.76B | $1.95B | $1.86B | $1.77B | $1.72B | $1.91B | $1.85B | $1.76B | $1.72B | · | $1.79B | $1.66B | $1.70B | · | $1.85B | $1.81B | |
| Capital Leases | $1.28B | $1.24B | $1.25B | $1.17B | $1.14B | $1.11B | $1.08B | $1.08B | $1.11B | · | $1.16B | $1.17B | $1.19B | · | $1.21B | $1.12B | |
| Other Non-current Liabilities | $149M | $140M | $143M | $141M | $134M | $134M | $133M | $122M | $117M | · | $118M | $119M | $116M | · | $104M | $100M | |
| Total Liabilities | $3.19B | $3.33B | $3.24B | $3.08B | $3.00B | $3.16B | $3.06B | $2.96B | $2.95B | · | $3.07B | $2.95B | $3.00B | · | $3.18B | $3.04B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $644.0K | · | $642.0K | $642.0K | $643.0K | · | $666.0K | $671.0K | |
| Paid-in Capital | $518M | $587M | $568M | $544M | $524M | $572M | $545M | $538M | $522M | · | $572M | $552M | $532M | · | $554M | $542M | |
| Retained Earnings | $1.36B | $1.51B | $1.52B | $1.62B | $1.65B | $1.59B | $1.38B | $1.73B | $1.70B | · | $1.26B | $1.08B | $952M | · | $877M | $750M | |
| Treasury Stock | $2M | $2M | $2M | $2M | $2M | $435.0K | $435.0K | $435.0K | $435.0K | · | $1M | $1M | $1M | · | $739.0K | $739.0K | |
| AOCI | $-12M | $-13M | $-16M | $-16M | $-16M | $-22M | $-17M | $-17M | $-17M | · | $-19M | $-15M | $-16M | · | $-18M | $-14M | |
| Stockholders' Equity | $1.87B | $2.08B | $2.07B | $2.15B | $2.16B | $2.14B | $1.91B | $2.25B | $2.21B | $2.13B | $1.81B | $1.62B | $1.47B | $1.70B | $1.41B | $1.28B | |
| Liabilities + Equity | $5.06B | $5.41B | $5.31B | $5.23B | $5.16B | $5.30B | $4.97B | $5.21B | $5.16B | · | $4.88B | $4.57B | $4.47B | · | $4.59B | $4.32B | |
| Shares Outstanding | 117,743,000 | 118,770,000 | 120,399,000 | 121,790,000 | 122,994,000 | 123,125,000 | 123,876,000 | 127,788,000 | 64,337,000 | 128,301,000 | 64,135,000 | 64,145,000 | 64,222,000 | 132,453,000 | 66,556,000 | 67,057,000 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $56M | $61M | $58M | $57M | $56M | $58M | $58M | $56M | $57M | $67M | $55M | $55M | $56M | $57M | $55M | · | |
| Stock-based Comp | $30M | $29M | $30M | $27M | $20M | $33M | $21M | $22M | $23M | $18M | $22M | $21M | $23M | $22M | $16M | · | |
| Deferred Tax | $4M | $878.0K | $5M | $16M | $-2M | $-738.0K | $-3M | $-5M | $-538.0K | $-21M | $-4M | $-2M | $-2M | $-13M | $-3M | · | |
| Other Non-cash | $-165M | · | · | · | $-188M | · | · | · | $-118M | · | · | · | $109M | · | · | · | |
| Operating Cash Flow | $156M | $597M | $316M | $283M | $119M | $633M | $253M | $246M | $227M | $675M | $290M | $372M | $343M | $464M | $205M | · | |
| CapEx | $58M | $81M | $68M | $52M | $58M | $67M | $83M | $31M | $40M | $54M | $42M | $43M | $50M | $120M | $86M | · | |
| Investing Cash Flow | $-58M | $-81M | $-68M | $-53M | $-58M | $-67M | $-83M | $-31M | $-39M | $-54M | $-42M | $-43M | $-50M | $-120M | $-86M | · | |
| Stock Repurchased | $288M | $298M | $267M | $199M | $90M | $100M | $534M | $130M | $44M | $1.0K | $3M | $10M | $300M | $39M | $75M | $265M | |
| Net Stock Activity | $-288M | · | $-267M | $-199M | $-90M | · | $-534M | $-130M | $-44M | · | $-3M | $-10M | $-300M | · | $-75M | $-265M | |
| Dividends Paid | $86M | $80M | $81M | $81M | $75M | $71M | $73M | $73M | $63M | $58M | $58M | $59M | $58M | $52M | $53M | · | |
| Financing Cash Flow | $-467M | $-382M | $-349M | $-291M | $-230M | $-177M | $-609M | $-205M | $-194M | $-60M | $-62M | $-114M | $-362M | $-92M | $-128M | · | |
| Net Change in Cash | $-368M | $135M | $-101M | $-61M | $-166M | $386M | $-438M | $10M | $-7M | $563M | $184M | $217M | $-70M | $254M | $-12M | · | |
| Free Cash Flow | $99M | · | · | · | $61M | · | · | · | $187M | · | · | · | $292M | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.0% | · | 46.1% | 47.1% | 44.3% | · | 46.7% | 46.2% | 48.3% | · | 44.4% | 40.7% | 38.5% | · | 41.5% | 43.5% | |
| Operating Margin | 16.2% | · | 17.0% | 17.9% | 16.8% | · | 17.8% | 16.2% | 19.5% | · | 17.0% | 14.6% | 11.4% | · | 15.5% | 17.1% | |
| Net Margin | 12.8% | · | 12.8% | 13.5% | 13.4% | · | 13.8% | 12.6% | 16.0% | · | 12.8% | 10.8% | 8.9% | · | 11.5% | 12.5% | |
| Pretax Margin | 16.5% | · | 17.5% | 18.4% | 17.3% | · | 18.5% | 17.1% | 20.5% | · | 17.4% | 14.8% | 11.7% | · | 15.5% | 17.1% | |
| EBITDA Margin | 19.3% | · | 17.0% | 17.9% | 20.1% | · | 17.8% | 16.2% | 22.9% | · | 17.0% | 14.6% | 14.5% | · | 15.5% | 17.1% | |
| ROA | · | · | 4.7% | 4.7% | 4.5% | · | 5.1% | 4.6% | 5.5% | · | 5.0% | 4.5% | 3.6% | · | 5.5% | 6.2% | |
| ROE | · | · | 12.2% | 11.2% | 10.6% | · | 13.4% | 11.7% | 14.4% | · | 14.7% | 13.9% | 11.3% | · | 17.0% | 19.0% | |
| ROIC | · | · | 11.3% | 11.2% | 10.4% | · | 12.6% | 9.5% | 11.5% | · | 12.8% | 12.3% | 10.4% | · | 17.8% | 20.9% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | 1.4 | 1.5 | 1.5 | · | 1.3 | 1.6 | 1.6 | · | 1.3 | 1.2 | 1.1 | · | 1.1 | 1.1 | |
| Quick Ratio | · | · | 0.5 | 0.6 | 0.7 | · | 0.5 | 0.8 | 0.8 | · | 0.5 | 0.4 | 0.2 | · | 0.1 | 0.1 |
Eficiencia 3
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | |
| Inventory Turnover | · | · | 0.7 | 0.7 | · | · | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | · | · | 16.8 | 16.1 | 14.5 | · | 15.7 | 15.6 | 14.8 | · | 14.8 | 14.9 | 15.1 | · | 16.5 | 15.5 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.26B | · | $7.25B | $7.16B | $6.98B | · | $7.10B | $7.16B | $7.13B | · | $7.66B | $7.95B | $7.98B | · | $8.27B | $8.02B | |
| Net Income TTM | $952M | · | $958M | $933M | $946M | · | $952M | $916M | $856M | · | $847M | $877M | $929M | · | $1.02B | $1.02B | |
| Market Cap | · | · | $23.40B | $22.86B | $19.75B | · | $16.69B | $19.87B | $9.08B | · | $4.68B | $4.51B | $3.89B | · | $4.08B | $4.84B | |
| P/E | 23.3 | · | 25.3 | 25.4 | 21.8 | · | 18.3 | 22.1 | 18.3 | · | 7.7 | 6.1 | 4.5 | · | 4.3 | 5.2 | |
| P/S | · | · | 3.2 | 3.2 | 2.8 | · | 2.4 | 2.8 | 1.3 | · | 0.6 | 0.6 | 0.5 | · | 0.5 | 0.6 | |
| P/B | · | · | 11.3 | 10.6 | 9.1 | · | 8.8 | 8.8 | 4.1 | · | 2.6 | 2.8 | 2.6 | · | 2.9 | 3.8 | |
| P / Tangible Book | · | · | 11.8 | 11.0 | 9.5 | · | 9.1 | 9.1 | 4.3 | · | 2.7 | 2.9 | 2.8 | · | 3.1 | 4.1 | |
| P / Cash Flow | · | · | · | · | 166.0 | · | · | · | 40.0 | · | · | · | 11.3 | · | · | · | |
| P / FCF | · | · | · | · | 325.3 | · | · | · | 48.5 | · | · | · | 13.3 | · | · | · | |
| Earnings Yield | 4.3% | · | 4.0% | 3.9% | 4.6% | · | 5.5% | 4.5% | 5.5% | · | 13.0% | 16.4% | 22.2% | · | 23.4% | 19.2% | |
| Payout Ratio | 37.0% | · | · | · | 32.3% | · | · | · | 23.7% | · | · | · | 37.1% | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-02-01 | 2025-05-04 | 2025-02-02 | 2024-10-27 | 2024-07-28 | |
|---|---|---|---|---|---|
| Ingresos | $7.81B | — | $7.71B | — | — |
| Margen Bruto % | 46.2% | — | 46.5% | — | — |
| Margen Operativo % | 18.1% | — | 18.6% | — | — |
| Beneficio neto | $1.09B | — | $1.13B | — | — |
| EPS Diluido | $8.84 | — | $8.79 | — | — |
Balance general
| 2026-02-01 | 2025-05-04 | 2025-02-02 | 2024-10-27 | 2024-07-28 | |
|---|---|---|---|---|---|
| Ratio corriente | 1.4 | — | 1.4 | — | — |
| Ratio Rápido | 0.6 | — | 0.7 | — | — |
Flujo de Efectivo
| 2026-02-01 | 2025-05-04 | 2025-02-02 | 2024-10-27 | 2024-07-28 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.06B | — | $1.14B | — | — |
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Propietarios institucionales (13F) 1 096 declarantes · $19.1B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 161 (+43 vs trimestre anterior) | 61 (-38 vs trimestre anterior) | 329 (+3 vs trimestre anterior) | 359 (+1 vs trimestre anterior) | -114K |
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 |
|---|---|---|---|---|
| Aristotle Capital Management, LLC | $2 577 449 404 | 11 057 269 | 13,50% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 793 129 442 | 7 692 533 | 9,40% | Acciones |
| BLACKHILL CAPITAL INC | $1 791 205 202 | 7 684 278 | 9,39% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 445 285 501 | 6 200 281 | 7,57% | Acciones |
| STATE STREET CORP | $1 376 871 584 | 5 906 785 | 7,21% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $807 768 500 | 3 430 963 | 4,23% | Acciones |
| FIRST TRUST ADVISORS LP | $650 478 195 | 2 790 554 | 3,41% | Acciones |
| NORGES BANK | $409 575 348 | 1 757 080 | 2,15% | Acciones |
| FMR LLC | $327 742 942 | 1 406 019 | 1,72% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $322 093 851 | 1 381 784 | 1,69% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $308 441 612 | 1 323 215 | 1,62% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $246 054 766 | 1 055 576 | 1,29% | Acciones |
| Leonard Green & Partners, L.P. | $233 100 000 | 1 000 000 | 1,22% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $220 521 357 | 946 038 | 1,16% | Acciones |
| D. E. Shaw & Co., Inc. | $190 693 516 | 818 076 | 1,00% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $154 590 288 | 663 193 | 0,81% | Acciones |
| Caisse de depot et placement du Quebec | $143 061 395 | 613 734 | 0,75% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $129 440 466 | 555 299 | 0,68% | Acciones |
| BANK OF AMERICA CORP /DE/ | $126 282 391 | 541 752 | 0,66% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $121 989 541 | 519 237 | 0,64% | Acciones |
| VANGUARD GROUP INC | $121 722 301 | 681 574 | 0,64% | Acciones |
| Pictet Asset Management Holding SA | $118 579 369 | 508 706 | 0,62% | Acciones |
| ASSETMARK, INC | $110 494 343 | 474 021 | 0,58% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $107 652 175 | 461 832 | 0,56% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $97 878 690 | 419 900 | 0,51% | Acciones |
| Clark Capital Management Group, Inc. | $94 437 194 | 405 136 | 0,49% | Acciones |
| Robeco Institutional Asset Management B.V. | $93 646 062 | 401 742 | 0,49% | Acciones |
| Quantinno Capital Management LP | $86 105 814 | 369 394 | 0,45% | Acciones |
| Swiss National Bank | $78 251 670 | 335 700 | 0,41% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $75 826 498 | 325 296 | 0,40% | Acciones |
| Gotham Asset Management, LLC | $71 942 585 | 308 634 | 0,38% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $67 397 369 | 289 135 | 0,35% | Acciones |
| PNC Financial Services Group, Inc. | $67 244 921 | 288 481 | 0,35% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $64 232 803 | 275 559 | 0,34% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $63 745 158 | 273 467 | 0,33% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $62 912 991 | 269 897 | 0,33% | Acciones |
| BlackRock, Inc. | $61 823 948 | 265 225 | 0,32% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $61 068 004 | 261 982 | 0,32% | Acciones |
| National Pension Service | $60 620 452 | 260 062 | 0,32% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $59 931 409 | 257 106 | 0,31% | Acciones |
| Nuveen, LLC | $59 810 663 | 256 588 | 0,31% | Acciones |
| Vanguard Global Advisers, LLC | $59 196 444 | 253 953 | 0,31% | Acciones |
| Advisors Capital Management, LLC | $58 930 212 | 252 810 | 0,31% | Acciones |
| Jefferies Financial Group Inc. | $58 041 900 | 249 000 | 0,30% | Opción de venta |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $57 194 368 | 313 686 | 0,30% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $53 886 193 | 231 172 | 0,28% | Acciones |
| GOLDMAN SACHS GROUP INC | $52 352 861 | 224 594 | 0,27% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52 307 640 | 224 400 | 0,27% | Opción de venta |
| California Public Employees Retirement System | $50 896 686 | 218 347 | 0,27% | Acciones |
| CITADEL ADVISORS LLC | $49 930 020 | 214 200 | 0,26% | Opción de compra |
| RHUMBLINE ADVISERS | $49 731 781 | 213 350 | 0,26% | Acciones |
| JANE STREET GROUP, LLC | $44 708 580 | 191 800 | 0,23% | Opción de compra |
| Glenmede Investment Management, LP | $44 012 603 | 225 186 | 0,23% | Acciones |
| REIK & CO., LLC | $43 247 742 | 185 533 | 0,23% | Acciones |
| GLENMEDE TRUST CO NA | $42 349 841 | 181 681 | 0,22% | Acciones |
| Zurich Insurance Group Ltd/FI | $42 230 494 | 181 169 | 0,22% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $40 922 724 | 175 559 | 0,21% | Acciones |
| Alyeska Investment Group, L.P. | $39 249 844 | 168 382 | 0,21% | Acciones |
| Modera Wealth Management, LLC | $38 858 556 | 166 703 | 0,20% | Acciones |
| Boston Trust Walden Corp | $38 702 094 | 166 032 | 0,20% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38 321 640 | 164 400 | 0,20% | Opción de compra |
| Select Equity Group, L.P. | $37 722 573 | 161 830 | 0,20% | Acciones |
| Moran Wealth Management, LLC | $37 499 613 | 160 874 | 0,20% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $37 043 087 | 158 915 | 0,19% | Acciones |
| Railway Pension Investments Ltd | $36 293 670 | 155 700 | 0,19% | Acciones |
| ROYAL BANK OF CANADA | $35 660 000 | 152 980 | 0,19% | Acciones |
| Pacific Heights Asset Management LLC | $34 965 000 | 150 000 | 0,18% | Acciones |
| SCOPUS ASSET MANAGEMENT, L.P. | $34 965 000 | 150 000 | 0,18% | Opción de venta |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $34 242 390 | 146 900 | 0,18% | Acciones |
| Hook Mill Capital Partners, LP | $33 768 265 | 144 866 | 0,18% | Acciones |
| Rodgers Brothers Inc. | $32 553 114 | 139 653 | 0,17% | Acciones |
| Edgemoor Investment Advisors, Inc. | $31 313 792 | 171 742 | 0,16% | Acciones |
| INVESTMENT HOUSE LLC | $30 779 845 | 132 046 | 0,16% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $30 737 374 | 168 581 | 0,16% | Acciones |
| First Long Island Investors, LLC | $30 425 377 | 130 525 | 0,16% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $29 743 518 | 127 600 | 0,16% | Acciones |
| Corient Private Wealth LP | $29 408 474 | 126 156 | 0,15% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $29 324 478 | 164 200 | 0,15% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $28 490 881 | 122 226 | 0,15% | Acciones |
| LOGAN CAPITAL MANAGEMENT INC | $28 418 790 | 121 917 | 0,15% | Acciones |
| Legal & General Group Plc | $28 306 497 | 121 435 | 0,15% | Acciones |
| BARCLAYS PLC | $27 745 427 | 119 028 | 0,15% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $26 690 882 | 114 504 | 0,14% | Acciones |
| AVIVA PLC | $26 264 076 | 112 673 | 0,14% | Acciones |
| CITADEL ADVISORS LLC | $25 545 429 | 109 590 | 0,13% | Acciones |
| MCRAE CAPITAL MANAGEMENT INC | $25 470 971 | 109 271 | 0,13% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $25 422 352 | 109 062 | 0,13% | Acciones |
| TRUIST FINANCIAL CORP | $25 267 108 | 108 396 | 0,13% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $24 585 371 | 105 471 | 0,13% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $23 695 971 | 129 962 | 0,12% | Acciones |
| PEAK6 LLC | $23 496 480 | 100 800 | 0,12% | Opción de compra |
| WINMILL & CO. INC | $22 377 600 | 96 000 | 0,12% | Acciones |
| Walleye Trading LLC | $22 051 260 | 94 600 | 0,12% | Opción de compra |
| AMERIPRISE FINANCIAL INC | $20 839 607 | 89 402 | 0,11% | Acciones |
| SEB Asset Management AB | $20 720 259 | 88 890 | 0,11% | Acciones |
| IMC-Chicago, LLC | $20 076 437 | 86 128 | 0,11% | Acciones |
| HighTower Advisors, LLC | $19 847 298 | 85 145 | 0,10% | Acciones |
| Boston Partners | $19 760 120 | 84 771 | 0,10% | Acciones |
| 1832 Asset Management L.P. | $19 315 832 | 82 865 | 0,10% | Acciones |
| Squarepoint Ops LLC | $19 142 638 | 82 122 | 0,10% | Acciones |
Informantes de la empresa 51 insiders · 21 directivos · 26 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Laura Alber | PRESIDENT & CEO | 15 de julio de 2026 S | 888 524 | 0 | 32 | $-51 520 994 |
| Marta Benson | CEO POTTERY BARN BRANDS | 16 de abril de 2024 M | 84 456 | 0 | 0 | $0 |
| Howard Lester | CHAIRMAN & CEO | 26 de mayo de 2010 A | 2 053 139 | 0 | 0 | $0 |
| Jeffrey Howie | EVP CHIEF FINANCIAL OFFICER | 8 de abril de 2026 S | 34 138 | 0 | 16 | $-6 798 268 |
| Julie Patenaude | EVP CHIEF FINANCIAL OFFICER | 29 de julio de 2022 S | 96 239 | 0 | 0 | $0 |
| Monica Bhargava | PRESIDENT POTTERY BARN BRAND | 4 de abril de 2026 M | 55 244 | 0 | 0 | $0 |
| Ryan Ross | PRESIDENT WS BRAND | 10 de julio de 2022 M | 22 336 | 0 | 0 | $0 |
| Alex Bellos | PRESIDENT WEST ELM BRAND | 18 de abril de 2022 M | 41 050 | 0 | 0 | $0 |
| Janet Hayes | PRESIDENT WS BRAND | 1 de mayo de 2019 M | 85 399 | 0 | 0 | $0 |
| James W. Brett Jr. | PRESIDENT WEST ELM BRAND | 1 de mayo de 2017 A | 40 902 | 0 | 0 | $0 |
| Sandra Stangl | PRESIDENT POTTERY BARN BRANDS | 31 de mayo de 2016 S | 41 481 | 0 | 0 | $0 |
| Richard A. Harvey | PRESIDENT WS BRAND | 20 de noviembre de 2012 S | 0 | 0 | 0 | $0 |
| COWELL PAT | PRESIDENT WS BRAND | 29 de marzo de 2005 M | 0 | 0 | 0 | $0 |
| Vivian Stephenson | COO | 22 de noviembre de 2005 M | 0 | 0 | 0 | $0 |
| Jeremy Brooks | CHIEF ACCOUNTING OFFICER | 4 de abril de 2026 M | 10 960 | 0 | 0 | $0 |
| David Randolph King | EVP GENERAL COUNSEL | 4 de abril de 2026 M | 116 083 | 0 | 1 | $-3 563 000 |
| Pat Connolly | EVP | 26 de abril de 2016 M | 480 914 | 0 | 0 | $0 |
| Seth Jaffe | SVP - GENERAL COUNSEL | 10 de abril de 2011 M | 9 243 | 0 | 0 | $0 |
| David Demattei | PRES WS WSH WE BRANDS | 7 de noviembre de 2008 A | 1 794 | 0 | 0 | $0 |
| Dean Miller | EVP CSCO | 30 de marzo de 2007 M | 0 | 0 | 0 | $0 |
| Donna Isralsky | SVP, PRODUCT SUPPLY CHAIN & | 30 de junio de 2004 A | 4 034 | 0 | 0 | $0 |
| SCOTT ARNOLD DAHNKE | Consejero | 18 de junio de 2026 A | 40 000 | 0 | 0 | $0 |
| Anne A. Finucane | Consejero | 18 de junio de 2026 M | 10 198 | 0 | 0 | $0 |
| Frits D Van Paasschen | Consejero | 18 de junio de 2026 A | 33 185 | 0 | 0 | $0 |
| Paula B Pretlow | Consejero | 28 de mayo de 2024 M | 4 257 | 0 | 0 | $0 |
| Sabrina Simmons | Consejero | 31 de mayo de 2022 M | 7 708 | 0 | 0 | $0 |
| Anne M Mulcahy | Consejero | 31 de mayo de 2022 M | 7 972 | 0 | 0 | $0 |
| Grace Puma Whiteford | Consejero | 2 de junio de 2020 M | 2 775 | 0 | 0 | $0 |
| Adrian D P Bellamy | Consejero | 2 de junio de 2020 M | 79 434 | 0 | 0 | $0 |
| Robert Lord | Consejero | 16 de diciembre de 2019 M | 6 489 | 0 | 0 | $0 |
| Christiana Smith Shi | Consejero | 5 de junio de 2019 A | 6 431 | 0 | 0 | $0 |
| Anthony Greener | Consejero | 30 de mayo de 2019 M | 35 328 | 0 | 0 | $0 |
| Jerry D Stritzke | Consejero | 30 de mayo de 2018 A | 6 576 | 0 | 0 | $0 |
| Rose Marie Bravo | Consejero | 29 de mayo de 2018 M | 15 524 | 0 | 0 | $0 |
| Lorraine Twohill | Consejero | 30 de mayo de 2017 M | 14 316 | 0 | 0 | $0 |
| Ted W Hall | Consejero | 30 de mayo de 2017 M | 19 314 | 0 | 0 | $0 |
| Adrian T Dillon | Consejero | 30 de mayo de 2017 M | 78 658 | 0 | 0 | $0 |
| Mary Ann Casati | Consejero | 28 de mayo de 2014 M | 6 950 | 0 | 0 | $0 |
| Sharon Mccollam | Consejero | 15 de marzo de 2012 M | 8 796 | 0 | 0 | $0 |
| Dick Robertson | Consejero | 24 de mayo de 2011 M | 3 173 | 0 | 0 | $0 |
| David B Zenoff | Consejero | 26 de mayo de 2010 A | 11 000 | 0 | 0 | $0 |
| Edward A Mueller | Consejero | 30 de marzo de 2007 M | 0 | 0 | 0 | $0 |
| Jeanne P Jackson | Consejero | 23 de mayo de 2006 A | — | 0 | 0 | $0 |
| Sanjiv Ahuja | Consejero | 23 de mayo de 2006 A | — | 0 | 0 | $0 |
| Karalyn Yearout | — | 7 de agosto de 2026 S | 20 195 | 0 | 8 | $-2 028 190 |
| Esi Eggleston Bracey | — | 3 de agosto de 2026 A | 10 875 | 0 | 0 | $0 |
| Arianna Huffington | — | 3 de agosto de 2026 A | 3 254 | 0 | 0 | $0 |
| Andrew Campion | — | 3 de agosto de 2026 A | 2 655 | 0 | 0 | $0 |
| William J Ready | — | 3 de agosto de 2026 A | 19 210 | 0 | 0 | $0 |
| Mike Lynch | — | 28 de mayo de 2015 M | 16 190 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 195 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 |
|---|---|---|---|---|
| EBIZ · Global X Funds | 4,17% | 6 722 NS | 30 de abril de 2026 | N-PORT |
| ZIG · ETF Series Solutions | 3,21% | 5 800 NS | 30 de abril de 2026 | N-PORT |
| VERS · ProShares Trust | 2,07% | 738 NS | 31 de mayo de 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1,76% | 298 947 NS | 30 de abril de 2026 | N-PORT |
| LCLG · Advisors Series Trust | 1,75% | 9 776 NS | 30 de abril de 2026 | N-PORT |
| MILN · Global X Funds | 1,44% | 6 873 NS | 31 de mayo de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 1,19% | 1 881 NS | 31 de mayo de 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0,95% | 1 585 NS | 31 de mayo de 2026 | N-PORT |
| ROE · EA Series Trust | 0,94% | 11 988 NS | 29 de mayo de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,79% | 36 285 NS | 30 de abril de 2026 | N-PORT |
| AMOM · Exchange Listed Funds Trust | 0,78% | 1 321 NS | 30 de abril de 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,75% | 640 NS | 30 de abril de 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0,75% | 9 739 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,71% | 21 636 NS | 31 de mayo de 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0,68% | 51 550 NS | 30 de abril de 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,52% | 7 656 NS | 30 de abril de 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0,51% | 58 280 NS | 30 de abril de 2026 | N-PORT |
| SZNE · Pacer Funds Trust | 0,45% | 333 NS | 30 de abril de 2026 | N-PORT |
| QDF · FlexShares Trust | 0,45% | 52 470 NS | 30 de abril de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,44% | 280 437 NS | 31 de mayo de 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,44% | 1 915 NS | 30 de abril de 2026 | N-PORT |
| LGDX · Tidal Trust III | 0,43% | 3 297 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,43% | 48 330 NS | 30 de abril de 2026 | N-PORT |
| GXPD · Global X Funds | 0,38% | 914 NS | 31 de mayo de 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,35% | 915 NS | 30 de abril de 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,35% | 355 752 NS | 30 de abril de 2026 | N-PORT |
| UCC · ProShares Trust | 0,35% | 201 NS | 31 de mayo de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,35% | 34 138 NS | 30 de abril de 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,35% | 1 453 NS | 31 de mayo de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,35% | 8 441 NS | 30 de abril de 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,35% | 24 754 NS | 30 de abril de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,35% | 8 319 NS | 30 de abril de 2026 | N-PORT |
| WANT · Direxion Shares ETF Trust | 0,32% | 367 NS | 30 de abril de 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0,32% | 202 672 NS | 30 de abril de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,32% | 2 526 NS | 31 de mayo de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,29% | 5 847 NS | 31 de mayo de 2026 | N-PORT |
| QLC · FlexShares Trust | 0,26% | 13 020 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,26% | 2 747 NS | 31 de mayo de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,24% | 20 213 NS | 30 de abril de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 100 191 NS | 30 de abril de 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,24% | 4 118 NS | 31 de mayo de 2026 | N-PORT |
| GSLC · Goldman Sachs ETF Trust | 0,24% | 183 629 NS | 31 de mayo de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 9 380 NS | 30 de abril de 2026 | N-PORT |
| SPVU · Invesco Exchange-Traded Fund Trust … | 0,23% | 1 523 NS | 31 de mayo de 2026 | N-PORT |
| SFGV · EA Series Trust | 0,22% | 12 448 NS | 29 de mayo de 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0,21% | 18 407 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,21% | 4 711 NS | 31 de mayo de 2026 | N-PORT |
| QARP · DBX ETF Trust | 0,18% | 672 NS | 29 de mayo de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,17% | 1 310 NS | 30 de abril de 2026 | N-PORT |
| FEUS · FlexShares Trust | 0,17% | 1 026 NS | 30 de abril de 2026 | N-PORT |