WTFC Wintrust Financial Corporation - Common Stock
$152,94
Precio · Ago 20, 2026
Fundamentales a fecha de May 6, 2026
Rango 52S
$120–$167
70% of range
Calificación del Analista
BUY
20 analysts
Precio Objetivo
$180
+18% upside
P/E (TTM)
13.4
ROE
11.4%
Margen de Beneficio Neto
310.1%
WTFC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$152.94
Capitalización Bursátil
$10.24B
P/E (TTM)
13.4
BPA (TTM)
$11.40
Ingresos (TTM)
$266M
Rendimiento div.
1.7%
ROE
11.4%
Deuda/Capital
—
Rango 52S
$120 – $167
WTFC 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
$266M
2023-12-31
→
2025-12-31
BPA
$11.40
2023-12-31
→
2025-12-31
Flujo de caja libre
$860M
2023-12-31
→
2025-12-31
Márgenes
310.1%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
WTFC
Mediana de Pares
P/E (TTM)
13.4
12.1
P/S (TTM) (P/V (TTM))
38.6
2.3
P/B (P/C)
1.4
1.1
Price / FCF (Precio / FCF)
11.9
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
WTFC
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
310.1%
28.3%
ROA
1.2%
1.2%
ROE
11.4%
11.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
WTFC
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
WTFC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
6.9%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
9.3%
—
EPS YoY (EPS interanual)
10.6%
—
Net Income YoY (Beneficio Neto interanual)
18.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
WTFC
Mediana de Pares
Payout Ratio (Ratio de Pago)
20.6%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
1.7%
Ratio de Pago
20.6%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 6 de agosto de 2026 | $0,5500 |
| 14 de mayo de 2026 | $0,5500 |
| 5 de febrero de 2026 | $0,5500 |
| 6 de noviembre de 2025 | $0,5000 |
| 7 de agosto de 2025 | $0,5000 |
| 8 de mayo de 2025 | $0,5000 |
| 6 de febrero de 2025 | $0,5000 |
| 7 de noviembre de 2024 | $0,4500 |
| 8 de agosto de 2024 | $0,4500 |
| 8 de mayo de 2024 | $0,4500 |
| 7 de febrero de 2024 | $0,4500 |
| 8 de noviembre de 2023 | $0,4000 |
| 9 de agosto de 2023 | $0,4000 |
| 10 de mayo de 2023 | $0,4000 |
| 8 de febrero de 2023 | $0,4000 |
| 9 de noviembre de 2022 | $0,3400 |
| 10 de agosto de 2022 | $0,3400 |
| 11 de mayo de 2022 | $0,3400 |
| 9 de febrero de 2022 | $0,3400 |
| 9 de noviembre de 2021 | $0,3100 |
WTFC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
20 analistas
- Compra fuerte 4 20,0%
- Compra 11 55,0%
- Mantener 5 25,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
14 analistas · 2026-08-15
Mediana
$183.00
Media
$180.07
← Por Debajo de Todos los Objetivos
$152.94
Mín
$167.00
Máx
$195.00
Objetivo mediano
$183.00
+19,7%
Objetivo medio
$180.07
+17,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.13%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $3.30 | $3.21 | 0.09% |
| 31 de marzo de 2026 | $3.22 | $3.03 | 0.19% |
| 31 de diciembre de 2025 | $3.15 | $2.97 | 0.18% |
| 30 de septiembre de 2025 | $2.78 | $2.73 | 0.05% |
| 30 de junio de 2025 | $2.78 | $2.64 | 0.14% |
| 31 de marzo de 2025 | $2.69 | $2.53 | 0.16% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| WBS | — | 10.7 | 11.9% | — | — | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
| SSB | $9.33B | 12.0 | 56.1% | 29.8% | 8.9% | — |
| CFR | — | 12.8 | 8.3% | 29.0% | 14.8% | — |
| ONB | $8.69B | 12.5 | — | 26.5% | 8.1% | — |
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | — |
| COLB | $8.26B | 12.2 | 18.8% | 310.7% | 8.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $266M | $251M | $220M | $218M | $207M | $170M | $161M | $153M | $139M | |
| Interest Expense | $1.50B | $1.52B | $1.06B | $252M | $151M | $253M | $330M | $206M | $114M | |
| Interest Income | $3.73B | $3.48B | $2.89B | $1.75B | $1.28B | $1.29B | $1.39B | $1.17B | $946M | |
| Pretax Income | $1.12B | $947M | $845M | $701M | $638M | $390M | $480M | $460M | $390M | |
| Income Tax | $295M | $252M | $222M | $191M | $172M | $97M | $124M | $117M | $132M | |
| Net Income | $824M | $695M | $623M | $510M | $466M | $293M | $356M | $343M | $258M | |
| EPS (Basic) | $11.57 | $10.47 | $9.72 | $8.14 | $7.69 | $4.72 | $6.11 | $5.95 | $4.53 | |
| EPS (Diluted) | $11.40 | $10.31 | $9.58 | $8.02 | $7.58 | $4.68 | $6.03 | $5.86 | $4.40 | |
| Shares (Basic) | 66,896,000 | 63,685,000 | 61,149,000 | 59,205,000 | 56,994,000 | 57,523,000 | 56,857,000 | 56,300,000 | 54,703,000 | |
| Shares (Diluted) | 67,894,000 | 64,701,000 | 62,087,000 | 60,091,000 | 57,786,000 | 58,019,000 | 57,619,000 | 57,208,000 | 56,686,000 | |
| EBITDA | $67M | $61M | $57M | $53M | $54M | $46M | $38M | $33M | $32M |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $392M | $278M | |
| PP&E (Net) | $782M | $779M | $749M | $765M | $766M | $769M | $754M | $671M | $622M | |
| PP&E (Gross) | $1.33B | $1.29B | $1.21B | $1.18B | $1.18B | $1.14B | $1.08B | $968M | $914M | |
| Accum. Depreciation | $551M | $508M | $464M | $412M | $416M | $371M | $330M | $297M | $292M | |
| Goodwill | $798M | $797M | $657M | $654M | $655M | $646M | $645M | $573M | $502M | |
| Intangibles | $98M | $122M | $23M | $22M | $28M | $36M | $47M | $49M | · | |
| Total Assets | $71.14B | $64.88B | $56.26B | $52.95B | $50.14B | $45.08B | $36.62B | $31.24B | $27.92B | |
| Short-term Debt | · | $0 | $13M | $18M | $9M | $11M | $20M | $51M | $17M | |
| Total Liabilities | $63.88B | $58.54B | $50.86B | $48.15B | $45.64B | $40.96B | $32.93B | $27.98B | $24.94B | |
| Total Debt | · | $0 | $13M | $18M | $9M | $11M | $21M | $51M | $17M | |
| Common Stock | $67M | $67M | $61M | $61M | $59M | $58M | $58M | $57M | $56M | |
| Paid-in Capital | $2.53B | $2.48B | $1.94B | $1.90B | $1.69B | $1.65B | $1.65B | $1.56B | $1.53B | |
| Retained Earnings | $4.54B | $3.90B | $3.35B | $2.85B | $2.45B | $2.08B | $1.90B | $1.61B | $1.31B | |
| Treasury Stock | $9M | $6M | $2M | $304.0K | $110M | $100M | $7M | $6M | $5M | |
| AOCI | $-296M | $-508M | $-361M | $-428M | $4M | $15M | $-35M | $-77M | $-42M | |
| Stockholders' Equity | $7.26B | $6.34B | $5.40B | $4.80B | $4.50B | $4.12B | $3.69B | $3.27B | $2.98B | |
| Liabilities + Equity | $71.14B | $64.88B | $56.26B | $52.95B | $50.14B | $45.08B | $36.62B | $31.24B | $27.92B | |
| Shares Outstanding | 66,974,913 | 66,495,227 | 61,243,626 | 60,794,008 | 57,054,091 | 56,769,625 | 57,821,891 | 56,407,558 | 55,965,207 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $67M | $61M | $57M | $53M | $54M | $46M | $38M | $33M | $32M | |
| Stock-based Comp | $42M | $38M | $33M | $32M | $16M | $-5M | $11M | $13M | $13M | |
| Deferred Tax | $45M | $11M | $-20M | $22M | $-3M | $-4M | $45M | $55M | $63M | |
| Amort. of Intangibles | $21M | $12M | $5M | $6M | $8M | $11M | $12M | $5M | $4M | |
| Other Non-cash | $-67M | $-84M | $51M | $758M | $597M | $-849M | $-184M | $-68M | $36M | |
| Operating Cash Flow | $910M | $722M | $744M | $1.38B | $1.13B | $-518M | $266M | $377M | $402M | |
| CapEx | $50M | $86M | $46M | $53M | $57M | $64M | $82M | $68M | $59M | |
| Investing Cash Flow | $-6.17B | $-5.95B | $-3.24B | $-3.49B | $-5.93B | $-7.18B | $-4.02B | $-2.76B | $-2.30B | |
| Stock Issued | · | $0 | $0 | $286M | $0 | $0 | · | $0 | $0 | |
| Stock Repurchased | · | · | $0 | $0 | $10M | $92M | $0 | $0 | $397.0K | |
| Net Stock Activity | · | $0 | $0 | $286M | $-10M | $-92M | $-1M | $-648.0K | $-397.0K | |
| Dividends Paid | $169M | $143M | $126M | $108M | $99M | $86M | $65M | $51M | $41M | |
| Financing Cash Flow | $5.27B | $5.26B | $2.43B | $2.20B | $4.89B | $7.74B | $3.65B | $2.50B | $1.91B | |
| Net Change in Cash | $9M | $35M | $-68M | $80M | $89M | $36M | $-106M | $115M | $8M | |
| Taxes Paid | $222M | $253M | $232M | $153M | $179M | $105M | $61M | $69M | $77M | |
| Free Cash Flow | $860M | $636M | $698M | $1.32B | $1.07B | $-582M | $184M | $309M | $342M | |
| Levered FCF | $-247M | $-476M | $-80M | $1.14B | $964M | $-772M | $-61M | $155M | $266M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 310.1% | 277.2% | 282.4% | 234.1% | 225.0% | 172.2% | 220.3% | 26.0% | 22.4% | |
| Pretax Margin | 421.0% | 377.7% | 383.4% | 321.8% | 307.9% | 229.1% | 297.3% | 34.8% | 33.9% | |
| EBITDA Margin | 25.2% | 24.5% | 25.8% | 24.4% | 26.1% | 27.3% | 23.5% | 2.5% | 2.7% | |
| ROA | 1.2% | 1.1% | 1.1% | 0.97% | 0.95% | 0.66% | 0.99% | 1.1% | 0.93% | |
| ROE | 11.4% | 10.9% | 12.0% | 10.8% | 10.5% | 7.1% | 9.8% | 10.7% | 8.8% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.9% | 13.7% | 1.2% | 5.1% | 21.8% | · | · | · | · | |
| Revenue CAGR 3Y | 6.9% | 6.6% | 9.0% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.3% | · | · | · | · | · | · | · | · | |
| EPS YoY | 10.6% | 7.6% | 19.4% | 5.8% | 62.0% | · | · | · | · | |
| EPS CAGR 3Y | 12.4% | 10.8% | 27.0% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.5% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 18.5% | 11.6% | 22.2% | 9.3% | 59.1% | · | · | · | · | |
| Net Income CAGR 3Y | 17.4% | 14.2% | 28.6% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 23.0% | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 14.5% | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $266M | $251M | $220M | $218M | $207M | $170M | $161M | $153M | $139M | |
| Net Income TTM | $824M | $695M | $623M | $510M | $466M | $293M | $356M | $343M | $258M | |
| Market Cap | $9.36B | $8.29B | $5.68B | $5.14B | $5.18B | $3.47B | $4.10B | $3.75B | $4.61B | |
| Enterprise Value | · | · | · | · | · | · | · | $3.41B | $4.35B | |
| P/E | 12.3 | 12.1 | 9.7 | 10.5 | 12.0 | 13.1 | 11.8 | 11.3 | 18.7 | |
| P/S | 35.3 | 33.1 | 25.8 | 23.6 | 25.0 | 20.4 | 25.4 | 24.6 | 33.2 | |
| P/B | 1.3 | 1.3 | 1.1 | 1.1 | 1.2 | 0.8 | 1.1 | 1.1 | 1.5 | |
| P / Tangible Book | 1.5 | 1.5 | 1.2 | 1.2 | 1.4 | 1.0 | · | · | · | |
| P / Cash Flow | 10.3 | 11.5 | 7.6 | 3.7 | 4.6 | -6.7 | 15.4 | 9.9 | 11.5 | |
| P / FCF | 10.9 | 13.0 | 8.1 | 3.9 | 4.8 | -6.0 | 22.3 | 12.1 | 13.5 | |
| EV / EBITDA | · | · | · | · | · | · | · | 102.7 | 138.1 | |
| EV / FCF | · | · | · | · | · | · | · | 11.0 | 12.7 | |
| EV / Revenue | · | · | · | · | · | · | · | 22.4 | 31.3 | |
| Dividend Yield | 1.8% | 1.7% | 2.2% | 2.1% | 1.9% | 2.5% | 1.6% | 1.4% | 0.88% | |
| Earnings Yield | 8.2% | 8.3% | 10.3% | 9.5% | 8.3% | 7.7% | 8.5% | 8.8% | 5.3% | |
| Payout Ratio | 20.6% | 20.6% | 20.2% | 21.2% | 21.2% | 29.3% | 18.3% | 14.9% | 15.7% | |
| Annual Payout | $169M | $143M | $126M | $108M | $99M | $86M | $65M | $51M | $41M |
Estado de resultados 11
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | $-1.56B | $616M | $592M | $605M | $-1.48B | $575M | $561M | $566M | $-1.19B | $503M | $441M | |
| Interest Expense | $349M | $372M | $397M | $374M | $360M | $388M | $406M | $379M | $341M | $324M | $300M | $250M | $182M | $124M | $65M | $34M | |
| Interest Income | $928M | $956M | $964M | $921M | $887M | $914M | $909M | $850M | $806M | $794M | $762M | $697M | $640M | $581M | $466M | $372M | |
| Pretax Income | $301M | $302M | $296M | $267M | $253M | $253M | $233M | $211M | $250M | $165M | $225M | $211M | $244M | $195M | $200M | $132M | |
| Income Tax | $74M | $79M | $80M | $72M | $64M | $68M | $63M | $59M | $63M | $42M | $61M | $57M | $63M | $50M | $57M | $37M | |
| Net Income | $227M | $223M | $216M | $196M | $189M | $185M | $170M | $152M | $187M | $123M | $164M | $155M | $180M | $145M | $143M | $95M | |
| EPS (Basic) | $3.26 | $3.20 | $2.82 | $2.82 | $2.73 | $2.68 | $2.51 | $2.35 | $2.93 | $1.90 | $2.57 | $2.41 | $2.84 | $2.28 | $2.24 | $1.51 | |
| EPS (Diluted) | $3.22 | $3.15 | $2.78 | $2.78 | $2.69 | $2.63 | $2.47 | $2.32 | $2.89 | $1.87 | $2.53 | $2.38 | $2.80 | $2.25 | $2.21 | $1.49 | |
| Shares (Basic) | 67,246,000 | -133,713,000 | 66,952,000 | 66,931,000 | 66,726,000 | -124,523,000 | 64,888,000 | 61,839,000 | 61,481,000 | -122,206,000 | 61,213,000 | 61,192,000 | 60,950,000 | -116,792,000 | 60,738,000 | 58,063,000 | |
| Shares (Diluted) | 68,097,000 | -135,554,000 | 67,980,000 | 67,819,000 | 67,649,000 | -126,414,000 | 65,941,000 | 62,765,000 | 62,409,000 | -124,007,000 | 62,177,000 | 62,094,000 | 61,823,000 | -118,380,000 | 61,575,000 | 58,838,000 | |
| EBITDA | $30M | · | · | · | $29M | · | · | · | $21M | · | · | · | $19M | · | · | · |
Balance general 17
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $778M | $782M | $775M | $776M | $777M | $779M | $772M | $722M | $745M | · | $748M | $749M | $760M | · | $763M | $762M | |
| PP&E (Gross) | · | $1.33B | · | · | · | $1.29B | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | $551M | · | · | · | $508M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $798M | $798M | $798M | $798M | $797M | $797M | $801M | $656M | $656M | · | $656M | $657M | $654M | · | $653M | $655M | |
| Intangibles | $93M | $98M | $105M | $110M | $116M | $122M | $124M | $21M | $22M | · | $24M | $26M | $21M | · | $24M | $25M | |
| Total Assets | $72.16B | $71.14B | $69.63B | $68.98B | $65.87B | $64.88B | $63.79B | $59.78B | $57.58B | $56.26B | $55.56B | $54.29B | $52.87B | $52.95B | $52.38B | $50.97B | |
| Short-term Debt | · | · | · | · | $0 | · | $0 | $0 | $11M | · | $14M | $18M | $10M | · | $9M | $16M | |
| Total Liabilities | $64.78B | $63.88B | $62.58B | $61.76B | $59.27B | $58.54B | $57.39B | $54.24B | $52.14B | · | $50.54B | $49.24B | $47.86B | · | $47.74B | $46.24B | |
| Total Debt | · | · | · | · | $0 | · | $0 | $0 | $11M | · | $14M | $18M | $10M | · | $9M | $16M | |
| Common Stock | $68M | $67M | $67M | $67M | $67M | $67M | $67M | $62M | $62M | · | $61M | $61M | $61M | · | $61M | $61M | |
| Paid-in Capital | $2.55B | $2.53B | $2.52B | $2.50B | $2.49B | $2.48B | $2.47B | $1.96B | $1.95B | · | $1.93B | $1.92B | $1.91B | · | $1.89B | $1.88B | |
| Retained Earnings | $4.72B | $4.54B | $4.36B | $4.20B | $4.05B | $3.90B | $3.75B | $3.62B | $3.50B | · | $3.25B | $3.12B | $3.00B | · | $2.73B | $2.62B | |
| Treasury Stock | $14M | $9M | $9M | $9M | $9M | $6M | $6M | $6M | $6M | · | $2M | $2M | $2M | · | $0 | $0 | |
| AOCI | $-367M | $-296M | $-315M | $-366M | $-410M | $-508M | $-292M | $-512M | $-485M | · | $-643M | $-474M | $-367M | · | $-459M | $-243M | |
| Stockholders' Equity | $7.38B | $7.26B | $7.05B | $7.23B | $6.60B | $6.34B | $6.40B | $5.54B | $5.44B | $5.40B | $5.02B | $5.04B | $5.02B | $4.80B | $4.64B | $4.73B | |
| Liabilities + Equity | $72.16B | $71.14B | $69.63B | $68.98B | $65.87B | $64.88B | $63.79B | $59.78B | $57.58B | · | $55.56B | $54.29B | $52.87B | · | $52.38B | $50.97B | |
| Shares Outstanding | · | 66,974,913 | · | · | · | 66,495,227 | · | · | · | · | · | · | · | · | · | · |
Flujo de Efectivo 13
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $-22M | $29M | $31M | $29M | $-9M | $26M | $24M | $21M | $-6M | $28M | $16M | $19M | $-12M | $20M | $21M | |
| Stock-based Comp | $11M | $11M | $10M | $10M | $10M | $11M | $9M | $9M | $9M | $9M | $8M | $8M | $8M | $8M | $9M | $7M | |
| Amort. of Intangibles | $5M | $5M | $5M | $6M | $6M | $6M | $4M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | |
| Other Non-cash | $659M | · | · | · | $-109M | · | · | · | $-147M | · | · | · | $-139M | · | · | · | |
| Operating Cash Flow | $927M | $252M | $210M | $329M | $120M | $491M | $-62M | $221M | $71M | $248M | $88M | $340M | $68M | $320M | $232M | $365M | |
| CapEx | · | · | · | · | · | $20M | $17M | $39M | $11M | $17M | $20M | $179.0K | $9M | $16M | $14M | $16M | |
| Investing Cash Flow | $-1.87B | $-1.51B | $-740M | $-2.95B | $-973M | $-1.72B | $-663M | $-2.15B | $-1.42B | $-610M | $-1.40B | $-1.35B | $114M | $-542M | $-1.56B | $-899M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | · | · | $8.0K | $-594.0K | · | |
| Dividends Paid | $45M | $42M | $47M | $40M | $40M | $37M | $37M | $35M | $34M | $31M | $31M | $31M | $31M | $28M | $28M | $26M | |
| Financing Cash Flow | $1.02B | $1.16B | $400M | $2.70B | $1.01B | $955M | $1.04B | $1.96B | $1.30B | $367M | $1.21B | $1.07B | $-228M | $224M | $1.31B | $570M | |
| Net Change in Cash | $76M | $-98M | $-130M | $79M | $158M | $-273M | $316M | $36M | $-44M | $5M | $-96M | $68M | $-45M | $1M | $-9M | $36M | |
| Free Cash Flow | · | · | · | · | · | · | · | · | $61M | · | · | · | $59M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-195M | · | · | · | $-75M | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 31.9% | · | 31.0% | 29.1% | 29.4% | · | 27.6% | 25.8% | 31.0% | · | 28.6% | 27.6% | 31.9% | · | 28.4% | 21.4% | |
| Pretax Margin | 42.2% | · | 42.4% | 39.8% | 39.4% | · | 37.8% | 35.7% | 41.3% | · | 39.1% | 37.7% | 43.0% | · | 39.8% | 29.9% | |
| EBITDA Margin | 4.2% | · | · | · | 4.6% | · | · | · | 3.5% | · | · | · | 3.3% | · | · | · | |
| ROA | 0.33% | · | 0.32% | 0.30% | 0.31% | · | 0.28% | 0.27% | 0.34% | · | 0.30% | 0.29% | 0.35% | · | 0.29% | 0.19% | |
| ROE | 3.2% | · | 3.2% | 3.1% | 3.1% | · | 3.0% | 2.9% | 3.6% | · | 3.4% | 3.2% | 3.8% | · | 3.2% | 2.1% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
Eficiencia 1
| Métrica | Tendencia | 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 | Q2 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 |
Valoración (TTM) 5
| Métrica | Tendencia | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.39B | · | $2.39B | $2.39B | $2.39B | · | $2.39B | $2.33B | $2.31B | · | $2.20B | $2.07B | $1.97B | · | $1.83B | $1.74B | |
| Net Income TTM | $828M | · | $771M | $707M | $699M | · | $674M | $659M | $686M | · | $642M | $572M | $545M | · | $474M | $436M | |
| P/E | 12.1 | · | 12.4 | 12.1 | 10.8 | · | 10.6 | 9.7 | 9.8 | · | 7.6 | 8.2 | 8.5 | · | 10.8 | 11.4 | |
| Earnings Yield | 8.3% | · | 8.1% | 8.3% | 9.2% | · | 9.4% | 10.3% | 10.2% | · | 13.1% | 12.2% | 11.8% | · | 9.2% | 8.8% | |
| Payout Ratio | 20.0% | · | · | · | 21.3% | · | · | · | 18.3% | · | · | · | 17.4% | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | |
|---|---|---|---|---|---|
| Ingresos | $266M | — | $251M | — | — |
| Beneficio neto | $824M | — | $695M | — | — |
| EPS Diluido | $11.40 | — | $10.31 | — | — |
Balance general
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | 0.0 | — | — |
Flujo de Efectivo
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $860M | — | $636M | — | — |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 624 declarantes · $7.0B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 87 (-6 vs trimestre anterior) | 30 (-7 vs trimestre anterior) | 233 (+41 vs trimestre anterior) | 154 (-16 vs trimestre anterior) | -458K |
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 |
|---|---|---|---|---|
| FMR LLC | $628 177 821 | 3 908 523 | 9,00% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $577 932 244 | 3 595 895 | 8,28% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $493 640 873 | 3 071 434 | 7,07% | Acciones |
| STATE STREET CORP | $427 241 382 | 2 658 319 | 6,12% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $403 411 646 | 2 510 028 | 5,78% | Acciones |
| FIRST TRUST ADVISORS LP | $281 154 923 | 1 749 346 | 4,03% | Acciones |
| EARNEST PARTNERS LLC | $220 919 122 | 1 374 559 | 3,16% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $172 241 717 | 1 071 373 | 2,47% | Acciones |
| Clearbridge Investments, LLC | $161 993 682 | 1 007 925 | 2,32% | Acciones |
| Capital International Investors | $149 111 034 | 927 769 | 2,14% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $128 794 740 | 801 361 | 1,84% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $122 810 613 | 764 128 | 1,76% | Acciones |
| NORGES BANK | $119 409 013 | 742 963 | 1,71% | Acciones |
| Artemis Investment Management LLP | $111 855 013 | 695 962 | 1,60% | Acciones |
| JENNISON ASSOCIATES LLC | $111 130 485 | 691 454 | 1,59% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $105 636 917 | 657 273 | 1,51% | Acciones |
| Clark Capital Management Group, Inc. | $103 469 661 | 643 788 | 1,48% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $94 002 074 | 584 881 | 1,35% | Acciones |
| REINHART PARTNERS, LLC. | $84 726 670 | 527 152 | 1,21% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $81 009 630 | 504 042 | 1,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $78 207 103 | 562 884 | 1,12% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $74 920 271 | 466 154 | 1,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $73 351 984 | 527 940 | 1,05% | Acciones |
| Capital World Investors | $71 458 201 | 444 613 | 1,02% | Acciones |
| Fisher Asset Management, LLC | $70 286 621 | 437 323 | 1,01% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $69 137 891 | 430 179 | 0,99% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $68 602 689 | 426 846 | 0,98% | Acciones |
| Quantinno Capital Management LP | $62 082 988 | 386 280 | 0,89% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $61 811 710 | 384 593 | 0,89% | Acciones |
| Alyeska Investment Group, L.P. | $55 527 314 | 345 491 | 0,80% | Acciones |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $52 974 598 | 329 608 | 0,76% | Acciones |
| Junto Capital Management LP | $47 025 065 | 292 590 | 0,67% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $41 688 086 | 259 383 | 0,60% | Acciones |
| FIL Ltd | $38 067 818 | 236 858 | 0,55% | Acciones |
| Holocene Advisors, LP | $37 936 992 | 236 044 | 0,54% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $37 590 640 | 233 889 | 0,54% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $31 798 130 | 197 848 | 0,46% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $31 698 784 | 196 508 | 0,45% | Acciones |
| RHUMBLINE ADVISERS | $31 488 212 | 195 920 | 0,45% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $31 237 218 | 194 358 | 0,45% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $30 793 043 | 191 594 | 0,44% | Acciones |
| Aberdeen Group plc | $28 492 281 | 177 279 | 0,41% | Acciones |
| Polar Asset Management Partners Inc. | $27 871 259 | 173 415 | 0,40% | Acciones |
| Lightrock Netherlands B.V. | $27 285 595 | 169 771 | 0,39% | Acciones |
| Leeward Investments, LLC - MA | $26 707 967 | 166 177 | 0,38% | Acciones |
| California Public Employees Retirement System | $26 180 967 | 162 898 | 0,37% | Acciones |
| Qube Research & Technologies Ltd | $26 156 537 | 162 746 | 0,37% | Acciones |
| Granite Investment Partners, LLC | $24 641 912 | 153 322 | 0,35% | Acciones |
| Swiss National Bank | $21 691 896 | 134 967 | 0,31% | Acciones |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $21 597 554 | 134 380 | 0,31% | Acciones |
| Nicholas Investment Partners, LP | $20 945 995 | 130 326 | 0,30% | Acciones |
| BANK OF AMERICA CORP /DE/ | $20 680 968 | 128 677 | 0,30% | Acciones |
| GOLDMAN SACHS GROUP INC | $20 180 164 | 125 561 | 0,29% | Acciones |
| Verition Fund Management LLC | $19 393 440 | 120 666 | 0,28% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $19 093 536 | 118 800 | 0,27% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $18 410 155 | 114 548 | 0,26% | Acciones |
| Nuveen, LLC | $18 285 757 | 113 774 | 0,26% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $18 007 119 | 112 039 | 0,26% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $17 591 929 | 109 457 | 0,25% | Acciones |
| NATIXIS | $17 522 659 | 109 026 | 0,25% | Acciones |
| LPL Financial LLC | $17 422 612 | 108 404 | 0,25% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $17 418 378 | 108 377 | 0,25% | Acciones |
| BlackRock, Inc. | $17 253 774 | 107 353 | 0,25% | Acciones |
| BANK OF NOVA SCOTIA | $16 779 329 | 104 401 | 0,24% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $16 487 658 | 102 586 | 0,24% | Acciones |
| AMERIPRISE FINANCIAL INC | $16 249 113 | 101 102 | 0,23% | Acciones |
| LOOMIS SAYLES & CO L P | $14 727 899 | 91 637 | 0,21% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $14 464 800 | 90 000 | 0,21% | Acciones |
| Stieven Capital Advisors, L.P. | $14 413 852 | 89 683 | 0,21% | Acciones |
| Aptus Capital Advisors, LLC | $14 254 257 | 88 690 | 0,20% | Acciones |
| Emerald Investment Advisers, LLC | $13 170 361 | 81 946 | 0,19% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $12 390 548 | 77 094 | 0,18% | Acciones |
| Brevan Howard Capital Management LP | $12 054 000 | 75 000 | 0,17% | Acciones |
| Phocas Financial Corp. | $12 041 303 | 74 921 | 0,17% | Acciones |
| Nuveen Asset Management, LLC | $11 385 399 | 91 295 | 0,16% | Acciones |
| Retirement Systems of Alabama | $11 211 827 | 69 760 | 0,16% | Acciones |
| STRS OHIO | $11 209 899 | 69 748 | 0,16% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $10 938 764 | 68 061 | 0,16% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10 938 190 | 78 726 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $10 647 218 | 66 247 | 0,15% | Acciones |
| Channing Capital Management, LLC | $10 473 319 | 65 165 | 0,15% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $9 669 237 | 60 162 | 0,14% | Acciones |
| MAIRS & POWER INC | $9 427 674 | 58 659 | 0,14% | Acciones |
| UBS Group AG | $9 387 816 | 58 411 | 0,13% | Acciones |
| Corient Private Wealth LP | $9 243 549 | 57 513 | 0,13% | Acciones |
| Moody Aldrich Partners LLC | $9 227 578 | 57 414 | 0,13% | Acciones |
| Trexquant Investment LP | $8 872 708 | 55 206 | 0,13% | Acciones |
| GABELLI FUNDS LLC | $8 845 064 | 55 034 | 0,13% | Acciones |
| STIFEL FINANCIAL CORP | $8 642 208 | 53 774 | 0,12% | Acciones |
| FIFTH THIRD BANCORP | $8 404 228 | 52 291 | 0,12% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $8 326 421 | 51 807 | 0,12% | Acciones |
| Vest Financial, LLC | $8 280 937 | 51 524 | 0,12% | Acciones |
| Point72 Asset Management, L.P. | $7 590 484 | 47 228 | 0,11% | Acciones |
| Keeley-Teton Advisors, LLC | $7 528 635 | 66 945 | 0,11% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7 516 553 | 46 768 | 0,11% | Acciones |
| JANE STREET GROUP, LLC | $7 487 302 | 46 586 | 0,11% | Acciones |
| CHICAGO TRUST Co NA | $7 363 386 | 45 815 | 0,11% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $7 218 417 | 44 913 | 0,10% | Acciones |
| Cetera Investment Advisers | $7 191 499 | 44 745 | 0,10% | Acciones |
| BURNEY CO/ | $7 065 090 | 43 959 | 0,10% | Acciones |
Informantes de la empresa 56 insiders · 17 directivos · 29 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Timothy Crane | PRESIDENT & CEO | 26 de febrero de 2025 F | 76 262 | 0 | 0 | $0 |
| David Eric Lee | EXECUTIVE VICE PRESIDENT | 27 de febrero de 2025 S | 14 178 | 0 | 0 | $0 |
| Jeffrey D Hahnfeld | EVP-CONTROLLER & CHIEF ACC OFF | 27 de febrero de 2025 S | 1 340 | 0 | 0 | $0 |
| Kathleen M Boege | EVP, CHIEF LEGAL OFC, AND SEC | 26 de febrero de 2025 F | 22 576 | 0 | 0 | $0 |
| Guy Eisenhuth | EXECUTIVE VICE PRESIDENT | 28 de febrero de 2024 F | 20 609 | 0 | 0 | $0 |
| David L Larson | EXECUTIVE VICE PRESIDENT | 2 de marzo de 2020 F | 9 465 | 0 | 0 | $0 |
| Leona A Gleason | EXECUTIVE VICE PRESIDENT | 2 de marzo de 2020 F | 16 090 | 0 | 0 | $0 |
| Lloyd M Bowden | EXECUTIVE VICE PRESIDENT | 23 de febrero de 2018 F | 32 050 | 0 | 0 | $0 |
| Lisa J Reategui | EVP, GENERAL COUNSEL AND SEC | 5 de agosto de 2015 S | 5 141 | 0 | 0 | $0 |
| John Fleshood | EXECUTIVE VICE PRESIDENT | 20 de julio de 2015 M | 5 544 | 0 | 0 | $0 |
| James H Bishop | EXECUTIVE VICE PRESIDENT | 20 de diciembre de 2013 M | 3 868 | 0 | 0 | $0 |
| Frank J Burke | EXECUTIVE VICE PRESIDENT | 29 de enero de 2013 S | 29 606 | 0 | 0 | $0 |
| Barbara A Kilian | Senior Vice President-Finance | 28 de enero de 2010 A | 3 779 | 0 | 0 | $0 |
| David J Galvan | Senior Vice President | 28 de enero de 2010 A | 7 192 | 0 | 0 | $0 |
| Randolph M Hibben | Executive Vice President | 5 de febrero de 2008 S | 16 338 | 0 | 0 | $0 |
| Robert F Key | Executive Vice President | 17 de mayo de 2007 S | 61 993 | 0 | 0 | $0 |
| James F Duca | Executive Vice President | 26 de enero de 2006 A | 4 431 | 0 | 0 | $0 |
| David S Richter | Consejero | 31 de marzo de 2026 A | 1 223 | 0 | 0 | $0 |
| Brian A Kenney | Consejero | 31 de marzo de 2026 A | 12 460 | 0 | 0 | $0 |
| Suzet M Mckinney | Consejero | 30 de junio de 2025 A | 2 654 | 0 | 0 | $0 |
| Alex E Washington III | Consejero | 30 de junio de 2025 A | 18 963 | 0 | 0 | $0 |
| Karin Gustafson Teglia | Consejero | 30 de junio de 2025 A | 17 598 | 0 | 0 | $0 |
| Deborah L. Hall Lefevre | Consejero | 30 de junio de 2025 A | 14 860 | 0 | 0 | $0 |
| Elizabeth H. Connelly | Consejero | 30 de junio de 2025 A | 7 137 | 0 | 0 | $0 |
| William J Doyle | Consejero | 30 de junio de 2025 A | 17 636 | 0 | 0 | $0 |
| Marla F Glabe | Consejero | 30 de junio de 2025 A | 22 197 | 0 | 0 | $0 |
| Patrick H Hackett JR | Consejero | 30 de junio de 2025 A | 47 317 | 0 | 0 | $0 |
| Richard L Postma | Consejero | 31 de marzo de 2025 A | 129 158 | 0 | 0 | $0 |
| Scott K Heitmann | Consejero | 31 de marzo de 2025 A | 25 817 | 0 | 0 | $0 |
| Bruce K Crowther | Consejero | 31 de diciembre de 2022 A | 44 545 | 0 | 0 | $0 |
| Gary D Sweeney | Consejero | 24 de abril de 2020 P | 7 223 | 0 | 0 | $0 |
| Zed S Francis III | Consejero | 30 de junio de 2019 A | 10 991 | 0 | 0 | $0 |
| Sheila Talton | Consejero | 30 de junio de 2019 A | 4 558 | 0 | 0 | $0 |
| Joseph Damico | Consejero | 30 de junio de 2017 A | 21 412 | 0 | 0 | $0 |
| Charles H James III | Consejero | 31 de marzo de 2016 A | 7 046 | 0 | 0 | $0 |
| Albin F Moschner | Consejero | 31 de marzo de 2016 A | 7 128 | 0 | 0 | $0 |
| Bert Getz JR | Consejero | 30 de junio de 2015 A | 31 040 | 0 | 0 | $0 |
| Thomas Neis | Consejero | 30 de junio de 2015 A | 16 819 | 0 | 0 | $0 |
| Hollis W Rademacher | Consejero | 30 de junio de 2012 A | 41 561 | 0 | 0 | $0 |
| Allan E Bulley JR. | Consejero | 31 de marzo de 2009 A | 50 101 | 0 | 0 | $0 |
| John S Lillard | Consejero | 31 de marzo de 2008 A | 160 110 | 0 | 0 | $0 |
| James B Mccarthy | Consejero | 31 de diciembre de 2007 A | 5 726 | 0 | 0 | $0 |
| Christopher J Reyes | Consejero | 30 de junio de 2007 A | 219 937 | 0 | 0 | $0 |
| Paul J Liska | Consejero | 31 de diciembre de 2005 A | 1 789 | 0 | 0 | $0 |
| Marguerite Savard Mckenna | Consejero | 9 de abril de 2004 M | 7 840 | 0 | 0 | $0 |
| Edward J Wehmer | — | 28 de mayo de 2026 A | 168 962 | 0 | 0 | $0 |
| David A Dykstra | — | 28 de mayo de 2026 A | 179 964 | 0 | 1 | $-1 425 547 |
| Richard B Murphy | — | 5 de mayo de 2026 G | 37 243 | 0 | 2 | $-1 066 041 |
| David L Stoehr | — | 23 de abril de 2026 S | 13 213 | 0 | 2 | $-819 613 |
| Gregory A Smith | — | 31 de marzo de 2026 A | 3 529 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 107 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 |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 3,83% | 3 519 NS | 30 de abril de 2026 | N-PORT |
| PJFM · PGIM ETF Trust | 3,04% | 3 372 NS | 29 de mayo de 2026 | N-PORT |
| OSCV · ETF Series Solutions | 1,95% | 88 233 NS | 30 de abril de 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,63% | 488 NS | 30 de abril de 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,61% | 499 NS | 30 de abril de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 1,04% | 34 247 NS | 30 de abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,90% | 49 827 NS | 30 de abril de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,73% | 62 853 NS | 30 de abril de 2026 | N-PORT |
| ABCS · EA Series Trust | 0,70% | 531 NS | 29 de mayo de 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,64% | 45 883 NS | 30 de abril de 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0,56% | 23 051 NS | 31 de mayo de 2026 | N-PORT |
| BRNY · EA Series Trust | 0,49% | 17 836 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,47% | 23 416 NS | 31 de mayo de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,41% | 91 NS | 29 de mayo de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,41% | 8 496 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,38% | 188 334 NS | 30 de abril de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,30% | 4 369 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,30% | 272 984 NS | 30 de abril de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,29% | 7 687 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,27% | 3 801 NS | 31 de mayo de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,26% | 10 782 NS | 31 de mayo de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,25% | 10 471 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,22% | 19 598 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,22% | 2 314 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,21% | 33 484 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,21% | 321 818 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,21% | 194 204 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,20% | 1 108 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,20% | 117 831 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 25 571 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,19% | 181 025 NS | 31 de mayo de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,15% | 323 NS | 31 de mayo de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,12% | 3 223 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,12% | 17 543 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,09% | 843 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,09% | 12 012 NS | 30 de abril de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,08% | 71 203 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,08% | 2 021 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,07% | 3 020 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,06% | 1 980 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,05% | 52 416 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,04% | 132 420 NS | 30 de abril de 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,04% | 3 535 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,04% | 36 576 NS | 31 de mayo de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,04% | 341 NS | 30 de abril de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,04% | 680 NS | 29 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 6 075 NS | 30 de abril de 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0,03% | 845 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,03% | 3 512 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,02% | 17 657 NS | 31 de mayo de 2026 | N-PORT |