AVA Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

03
Prix $35.31
Capitalisation Boursière (MRQ) $2.96B
P/E (TTM) 12.7
BPA (TTM) $2.77
Revenu (TTM) $1.92B
Rendement div. 5.4%
ROE (TTM) 8.3%
Dette/Capitaux propres (MRQ) 0.1
Fourchette 52 semaines $34–$44

AVA Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

04
fourchette
barres

La granularité des barres s'adapte à la période sélectionnée — survolez le graphique pour voir l'ouverture/le maximum/le minimum/la clôture d'une barre.

Splits d'actions 1
Date ex-dividende Division Type
10 novembre 1993 2-for-1 Avant

À propos de Avista Corporation Common Stock Présentation de l'entreprise depuis Wikipedia

05 · wikidata

Avista Corporation is an American energy company which generates and transmits electricity and distributes natural gas to residential, commercial, and industrial customers. Approximately 1,550 employees provide electricity, natural gas, and other energy services to 422,000 electric and 383,000 natural gas customers in three western states. The service territory covers 30,000 square miles (78,000 km2) in eastern Washington, northern Idaho, and parts of southern and eastern Oregon, with a population of 1.5 million.

Avista Utilities is the regulated business unit of Avista Corp., an investor-owned utility headquartered in Spokane, Washington. Avista Corp.'s primary, non-utility subsidiary was Ecova, an energy and sustainability management company with over 700 expense management customers, representing more than 600,000 sites. In 2014, Ecova was sold to Cofely, a subsidiary of GDF Suez.

The company was founded 137 years ago in 1889 as Washington Water Power Company. The board of directors approved a name change to Avista Corporation, effective January 1, 1999, and the company began trading under the Avista name on Monday, January 4.

At that time, the company also bought naming rights for Spokane's minor league baseball park, Avista Stadium.

History

Washington Water Power was incorporated in March 1889 with the aim of generating hydroelectric power from the Spokane River. Earlier in 1889, F. Rockwood Moore, then affiliated with the Edison Electric Illuminating Company, purchased property on both sides of the Spokane River with the intent of developing a power plant for the company. Because of skepticism as to the reliability of hydro power from Eastern investors, and high royalties from Edison Electric, local businessmen including Mr. Moore incorporated the company, sought investors for the new company to build the project.

In the 1890s through the 1930s, Washington Water Power bought up streetcar companies in the city of Spokane and had cornered the transportation market by 1900. Despite seeing a peak in 1910, ridership declined through the 1930s and Washington Water Power's final streetcar line closed in 1936. The company would never again seek to enter the public transportation market.

In 1892 Washington Water Power purchased a park called Twickenham Park on the banks of the Spokane River. The company renamed the attraction Natatorium Park and expanded it with a large swimming pool in 1895 and it became an all-purpose recreation site for the city. Washington Water Power eventually sold the park in 1929.

Washington Water Power expanded in Oregon and into California by acquiring the natural gas operations of CP National from Alltel in 1989. The California operations were sold to Southwest Gas in 2005.

In 2014, Avista acquired Alaska Electric Light & Power, the electric utility for Juneau in an all stock transaction worth $170 million.

Avista supports adoption of electric vehicles. In 2016, Avista proposed a two-year pilot program that would install 265 charging stations for electric cars in the eastern part of Washington state. The program was estimated to cost around $3.1 million. It would install fast electric vehicle charging stations in 120 homes, 100 workplaces, and 45 public areas.

In 2017, Ontario-based electrical utility Hydro One agreed to purchase Avista.

In December 2018, The Washington Utilities and Transportation Commission rejected the proposed takeover by Hydro-One, saying the Ontario government (its largest shareholder) led by recently elected premier Doug Ford, had interfered politically in Hydro One's business affairs, most glaringly ordering the removal of CEO Mayo Schmidt, who he dubbed "the Six Million Dollar Man" during the election, and vowing to fire him if elected.

Lawsuits

On September 27, 2002, Avista was sued for issuing false and misleading statements concerning its business and financial condition, including failing to disclose that Avista was engaged in highly risky energy trading activities with Enron and Portland General Electric. On December 20, 2007, Avista agreed to a $9.5 million settlement.

Restatement

On February 20, 2002, the company voluntarily adjusted the amount originally allocated to IPR&D, stating its intent to restate its third quarter 1998 consolidated financial statements accordingly.

Other media

In the movie Vision Quest, Matthew Modine's character Louden Swain can be seen running over the Monroe Street Bridge with “Washington Water Power” prominently displayed in the background on the historic Washington Water Power Post Street Electric Substation.

Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

secteurUtilities industrieUtilities paysUS

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

06
Revenu$1.96B
2016-12-31 → 2025-12-31
BPA$2.38
2016-12-31 → 2025-12-31
Flux de trésorerie libre$-101M
2016-12-31 → 2025-12-31
Marge nette11.8%
2016-12-31 → 2025-12-31
Valorisation et Ratios 07–12

Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique Tendance sur 5 ans AVA moyenne 5 ans Médiane des pairs Verdict
P/E (TTM) 12.7moyenne 5 ans ≈17.9 ≈17.9 19.8 Sous-évalué
P/S (TTM) 1.5moyenne 5 ans ≈1.8 ≈1.8 2.5 Sous-évalué
P/B (MRQ) 1.0moyenne 5 ans ≈1.3 ≈1.3 1.5 Sous-évalué
EV / EBITDA 5.1moyenne 5 ans ≈8.5 ≈8.5 12.2 Sous-évalué
Cours / FCF (TTM) -28.4moyenne 5 ans ≈563.7 ≈563.7 · ·
Cours / Flux de trésorerie (TTM) 5.4moyenne 5 ans ≈11.3 ≈11.3 8.5 Sous-évalué
EV / Revenue (VE / Chiffre d'affaires) 1.7moyenne 5 ans ≈2.5 ≈2.5 · ·
EV / FCF (VE / FCF) -32.5moyenne 5 ans ≈622.0 ≈622.0 · ·
Price / Tangible Book (Cours / Actif net tangible) 1.1moyenne 5 ans ≈1.3 ≈1.3 · ·
PEG Ratio (Ratio PEG) ≈2.8 · · ·

La médiane des pairs est calculée sur une base standardisée par métrique et peut ne pas toujours correspondre à la base TTM/MRQ indiquée pour cette action.

valeur · ≈ moyenne 5 ans · médiane du secteur · verdict par rapport à la médiane

Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans

13
Rendement du Dividende5.4%
Ratio de distribution82.4%
Paiement annualisé≈$1.97Payé trimestriellement
CAGR des dividendes sur 5 ans≈3.9%Par action, ajusté des divisions d'actions
Série de croissance≈23Années consécutives de croissance des dividendes
Date ex-dividendeMontantDeviseRendement
Aoû 18, 2026$0,49USD≈5.1%
Mai 19, 2026$0,49USD≈4.8%
Fév 25, 2026$0,49USD≈4.8%
Nov 24, 2025$0,49USD≈4.8%
Aoû 19, 2025$0,49USD≈5.2%
Mai 13, 2025$0,49USD≈5.1%
Fév 26, 2025$0,49USD≈4.8%
Nov 26, 2024$0,48USD≈4.9%
Aoû 22, 2024$0,48USD≈4.9%
Mai 22, 2024$0,48USD≈5.0%
Fév 22, 2024$0,48USD≈5.5%
Nov 16, 2023$0,46USD≈5.3%
Aoû 17, 2023$0,46USD≈5.4%
Mai 25, 2023$0,46USD≈4.3%
Fév 16, 2023$0,46USD≈4.5%
Nov 17, 2022$0,44USD≈4.6%
Aoû 18, 2022$0,44USD≈3.9%
Mai 26, 2022$0,44USD≈4.0%
Fév 17, 2022$0,44USD≈4.0%
Nov 18, 2021$0,42USD≈4.3%

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

14
Surprise Moyenne 7.9%
Prochain rapport Nov 03, 2026
PériodeRapportEPS ActualBPA est.Surprise
30 juin 2026 Aoû 4, 2026 $0.43 $0.24 81.0%
31 mars 2026 $1.10 $1.04 6.2%
31 décembre 2025 $0.88 $1.03 -14.6%
30 septembre 2025 $0.36 $0.29 25.0%
30 juin 2025 $0.17 $0.31 -44.5%
31 mars 2025 $0.98 $1.04 -5.5%

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

15
Compte de résultat 14
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Operating Expenses $1.61B$1.63B$1.49B$1.52B$1.21B$1.09B$1.14B$1.14B$1.15B$1.14B$1.23B$1.22B
Operating Income $354M$306M$258M$190M$228M$233M$210M$261M$292M$300M$253M$253M
Interest Expense ······$103M$100M$95M$86M$80M$75M
Interest Income $12M$14M$15M$4M$2M$2M$3M$3M$2M$2M$653.0K$987.0K
Other Non-op $11M$22M$19M$63M$33M$5M$15M$-1M$-607.0K$20.0K$9M$11M
Pretax Income $217M$183M$137M$138M$159M$137M$228M$163M$199M$215M$186M$192M
Income Tax $24M$3M$-34M$-17M$12M$7M$31M$26M$83M$78M$67M$72M
Net Income $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
EPS (Basic) $2.38$2.29$2.24$2.13$2.11$1.91$2.98$2.08$1.80$2.16$1.98$3.12
EPS (Diluted) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Shares (Basic) 80,975,00078,725,00076,396,00072,989,00069,951,00067,962,00066,205,00065,673,00064,496,00063,508,00062,301,00061,632,000
Shares (Diluted) 81,051,00078,820,00076,495,00073,093,00070,085,00068,102,00066,329,00065,946,00064,806,00063,920,00062,708,00061,887,000
EBITDA $643M$580M$523M$443M$460M$457M$416M$448M$460M$455M$401M$391M
Bilan 27
Métrique Tendance 202520242023202220212020201920182017201620152014
Cash & Equivalents $19M$30M$35M$13M$22M$14M$10M$15M$16M$9M$10M$22M
Receivables $220M$205M··········
Inventory $236M$193M$160M$108M$85M$67M$67M$64M$58M$53M$54M$66M
Prepaid Expense $56M$37M$53M$30M$24M$24M$20M$18M$12M···
Other Current Assets $119M$91M$104M$151M$81M$85M$40M$54M$33M$50M$31M$45M
Current Assets $729M$656M$662M$722M$434M$344M$305M$347M$338M$351M$306M$395M
PP&E (Gross) $8.89B$8.42B$7.98B$7.73B$7.37B$6.99B$6.63B$6.37B$6.01B$5.66B$5.33B$4.95B
Goodwill $52M$52M$52M$52M$52M$52M$52M$58M$58M$58M$58M$58M
Intangibles ···········$0
Other Non-current Assets $23M$20M$16M$15M$11M$27M$23M$23M$21M$141M$144M$151M
Total Assets $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Accounts Payable $163M$125M$143M$203M$133M$107M$110M$108M$107M$116M$114M$113M
Accrued Liabilities $54M$51M$54M$50M$39M$35M$35M$33M$34M···
Short-term Debt $388M$354M$349M$463M$284M$203M$186M$190M$105M$120M··
Current Liabilities $878M$771M$775M$965M$913M$506M$531M$640M$698M$408M$475M$385M
Capital Leases $60M$62M$64M$64M$66M$68M$66M$0····
Deferred Tax $778M$751M$718M$675M$643M$595M$529M$488M$467M$841M$747M$710M
Other Non-current Liabilities $305M$253M$210M$176M$178M$215M$201M$71M$73M$153M$131M$146M
Total Liabilities $5.65B$5.35B$5.22B$5.08B$4.70B$4.37B$4.14B$4.01B$3.78B$3.66B$3.38B$3.22B
Long-term Debt ···$2.29B$2.15B$2.01B$1.84B·····
Total Debt $388M$354M$364M$2.76B$2.43B$2.21B$186M$190M$105M···
Common Stock $1.80B$1.72B$1.64B$1.53B$1.38B$1.29B$1.21B$1.14B$1.13B$1.08B$1.00B$1000M
Retained Earnings $905M$871M$841M$812M$786M$758M$739M$645M$604M$581M$531M$492M
AOCI $-1M·$-357.0K$-2M$-11M$-14M$-10M$-8M$-8M$-8M$-7M$-8M
Stockholders' Equity $2.71B$2.59B$2.48B$2.33B$2.15B$2.03B$1.94B$1.77B$1.73B$1.65B$1.53B$1.48B
Liabilities + Equity $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Shares Outstanding 82,193,00080,039,00078,075,00074,946,00071,498,00069,238,90167,176,99665,688,35665,494,33364,187,93462,312,65162,243,374
Flux de trésorerie 19
Métrique Tendance 202520242023202220212020201920182017201620152014
D&A $289M$274M$265M$253M$232M$224M$206M$187M$176M$165M$148M$138M
Stock-based Comp $9M$9M$8M$9M$5M$6M$11M$5M$7M$8M$7M$8M
Deferred Tax $2M$-5M$-37M$-18M$11M$45M$15M$9M$70M$125M$55M$139M
Amort. of Intangibles ···········$6M
Other Non-cash $-24M$76M$39M$-275M$-128M$-74M$-31M$24M$42M$-76M$46M$-215M
Operating Cash Flow $469M$534M$447M$124M$267M$331M$398M$362M$410M$358M$376M$267M
CapEx $570M$533M$499M$452M$440M$404M$443M$424M$412M$407M$393M$326M
Investing Cash Flow $-564M$-539M$-510M$-460M$-445M$-411M$-446M$-440M$-434M$-432M$-388M$-104M
Debt Issued $140M$84M$250M$400M$140M$165M$180M$375M$90M$245M$100M$150M
Net Debt Issued $140M$84M$250M$400M$137M$165M$180M$375M$87M$82M$97M$110M
Stock Issued $78M$68M$113M$137M$90M$72M$65M$1M$56M$67M$2M$4M
Stock Repurchased ········$0$0$3M$80M
Net Stock Activity $78M$68M$112M$138M$90M$72M$65M$1M$56M$67M$-1M$-76M
Dividends Paid $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M
Financing Cash Flow $84M$0$85M$327M$186M$84M$43M$77M$31M$72M$528.0K$-224M
Net Change in Cash $-11M$-5M$22M$-9M$8M$4M$-5M$-2M$8M$-2M$-12M$-60M
Taxes Paid $28M$11M$2M······$-13M$-10M$45M
Free Cash Flow $-101M$1M$-52M$-328M$-173M$-73M$-44M$-62M$-2M$-48M$-18M$-58M
Levered FCF ······$-133M$-146M$-58M$-104M$-69M$-105M
Rentabilité 7
Métrique Tendance 202520242023202220212020201920182017201620152014
Operating Margin 18.0%15.8%14.7%11.1%15.9%17.6%15.6%18.7%19.7%20.1%17.1%17.2%
Net Margin 9.8%9.3%9.8%9.1%10.2%9.8%14.6%9.8%8.0%9.5%8.3%13.0%
Pretax Margin 11.1%9.4%7.8%8.1%11.1%10.3%17.0%11.6%13.7%14.9%12.5%13.1%
EBITDA Margin 32.7%29.9%29.9%25.9%32.0%34.6%30.9%32.1%31.8%31.5%27.0%26.6%
ROA 2.4%2.3%2.3%2.2%2.2%2.1%3.3%2.4%2.1%2.7%2.6%4.4%
ROE 7.3%7.0%7.0%6.8%6.9%6.5%10.3%7.8%6.8%8.4%8.1%12.9%
ROIC 10.2%10.2%11.3%4.2%4.6%5.2%8.5%11.2%9.0%11.2%10.5%10.6%
Liquidité et Solvabilité 5
Métrique Tendance 202520242023202220212020201920182017201620152014
Current Ratio 0.80.90.90.70.50.70.60.50.50.90.61.0
Quick Ratio 0.00.00.00.00.00.00.00.00.00.00.00.1
Debt / Equity 0.10.10.11.21.11.10.10.10.1···
LT Debt / Equity ···1.00.91.0······
Interest Coverage ······2.02.63.03.43.23.4
Efficacité 1
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.30.30.30.3
Par action 6
Métrique Tendance 202520242023202220212020201920182017201620152014
Book Value / Share $32.96$32.37$31.83$31.15$30.14$29.31$28.87$26.99$26.41$25.68$24.53$23.83
Revenue / Share $24.23$24.59$22.90$23.40$20.53$19.41$20.29$21.18$22.31$22.57$23.68$23.79
Cash Flow / Share $5.79$6.77$5.84$1.70$3.81$4.86$6.00$5.49$6.33$5.60$5.99$4.32
Cash / Share $0.23$0.37$0.45$0.18$0.31$0.20$0.15$0.22$0.25$0.13$0.17$0.36
Dividend Paid / Share $1.96$1.90$1.84$1.76$1.69$1.62$1.55$1.49$1.43$1.37$1.32$1.27
EPS (TTM) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Taux de croissance 10
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue YoY 1.3%10.6%2.5%18.8%8.8%·······
Revenue CAGR 3Y 4.7%10.4%9.8%·········
Revenue CAGR 5Y 8.2%···········
EPS YoY 3.9%2.2%5.7%0.95%10.5%·······
EPS CAGR 3Y 3.9%2.9%5.6%·········
EPS CAGR 5Y 4.6%···········
Net Income YoY 7.2%5.3%10.3%5.2%13.8%·······
Net Income CAGR 3Y 7.6%6.9%9.7%·········
Net Income CAGR 5Y 8.3%···········
Dividends Paid CAGR 5Y 7.6%···········
Valorisation (TTM) 17
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue TTM $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Net Income TTM $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
Market Cap $3.17B$2.93B$2.79B$3.32B$3.04B$2.78B$3.23B$2.79B$3.37B$2.57B$2.20B$2.20B
Enterprise Value $3.54B$3.26B$3.12B$6.07B$5.45B$4.98B$3.41B$2.97B$3.46B···
P/E 16.216.016.020.920.221.116.220.528.818.618.011.4
P/S 1.61.51.61.92.12.12.42.02.31.81.51.5
P/B 1.21.11.11.41.41.41.71.61.91.61.41.5
P / Tangible Book 1.21.21.11.51.41.4······
P / Cash Flow 6.85.56.226.811.48.48.17.78.27.25.98.2
P / FCF -31.42931.8-54.1-10.1-17.6-37.9-72.9-44.7-1652.3-53.1-123.9-37.8
EV / EBITDA 5.55.66.013.711.810.98.26.67.5···
EV / FCF -35.03255.8-60.5-18.5-31.6-67.9-76.9-47.5-1696.0···
EV / Revenue 1.81.71.83.53.83.82.52.12.4···
Dividend Yield 5.0%5.1%5.1%3.9%3.9%4.0%3.2%3.5%2.7%3.4%3.7%3.6%
Earnings Yield 6.2%6.2%6.3%4.8%4.9%4.7%6.2%4.9%3.5%5.4%5.6%8.8%
Payout Ratio 82.4%83.3%82.3%83.2%80.2%85.2%52.2%71.9%79.8%63.5%66.9%40.8%
Annual Payout $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M

Période la plus récente à gauche · valeurs nulles affichées comme ·

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

16
Métrique 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $1.96B $1.94B $1.75B $1.71B $1.44B
Marge d'exploitation % 18.0% 15.8% 14.7% 11.1% 15.9%
Résultat net $193M $180M $171M $155M $147M
BPA dilué $2.38 $2.29 $2.24 $2.12 $2.10

Détenteurs institutionnels (13F) 447 déclarants · $3.4B total · Au 30 septembre 2026

17

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Détenteurs 447
Valeur détenue $3.4B
Nouvelles positions 53
Positions clôturées 33
Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
53 (-5 vs T. préc.) 33 (-5 vs T. préc.) 169 (+27 vs T. préc.) 117 (-3 vs T. préc.) +5.3M

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

Institution Valeur Actions % de 13F suivies Type
BlackRock, Inc. $605 448 096 14 799 513 17,68% Actions
VANGUARD GROUP INC $421 382 217 10 933 633 12,30% Actions
VANGUARD PORTFOLIO MANAGEMENT LLC $294 777 660 7 205 516 8,61% Actions
STATE STREET CORP $220 478 800 5 389 253 6,44% Actions
VANGUARD CAPITAL MANAGEMENT LLC $153 920 561 3 762 419 4,49% Actions
ATLAS Infrastructure Partners (UK) Ltd. $93 732 133 2 291 179 2,74% Actions
GEODE CAPITAL MANAGEMENT, LLC $90 910 805 2 221 813 2,65% Actions
WESTWOOD HOLDINGS GROUP INC $81 056 005 1 981 325 2,37% Actions
DIMENSIONAL FUND ADVISORS LP $62 729 841 1 533 324 1,83% Actions
MORGAN STANLEY $61 352 599 1 499 695 1,79% Actions
Invesco Ltd. $57 973 274 1 417 093 1,69% Actions
TWO SIGMA INVESTMENTS, LP $50 827 893 1 242 432 1,48% Actions
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $47 600 299 1 163 537 1,39% Actions
FIRST TRUST ADVISORS LP $38 934 127 951 702 1,14% Actions
Bank of New York Mellon Corp $37 918 505 926 876 1,11% Actions
UBS Group AG $36 849 396 900 743 1,08% Actions
NORTHERN TRUST CORP $36 215 128 885 239 1,06% Actions
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $35 828 937 875 799 1,05% Actions
VICTORY CAPITAL MANAGEMENT INC $34 890 830 852 868 1,02% Actions
GOLDMAN SACHS GROUP INC $31 819 763 777 799 0,93% Actions
ALGERT GLOBAL LLC $30 262 150 739 725 0,88% Actions
AQR CAPITAL MANAGEMENT LLC $28 738 917 702 491 0,84% Actions
GAMCO INVESTORS, INC. ET AL $26 031 728 636 317 0,76% Actions
Qube Research & Technologies Ltd $25 044 734 612 191 0,73% Actions
Nuveen, LLC $24 201 579 591 581 0,71% Actions
VANGUARD FIDUCIARY TRUST CO $22 396 589 547 460 0,65% Actions
FMR LLC $22 001 841 537 811 0,64% Actions
D. E. Shaw & Co., Inc. $21 145 642 516 882 0,62% Actions
PRINCIPAL FINANCIAL GROUP INC $20 617 780 503 979 0,60% Actions
SEI INVESTMENTS CO $20 397 493 498 596 0,60% Actions
GABELLI FUNDS LLC $20 137 620 492 242 0,59% Actions
Legal & General Group Plc $19 465 552 475 814 0,57% Actions
Bridgewater Associates, LP $19 308 947 471 986 0,56% Actions
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $18 398 904 449 741 0,54% Actions
FRANKLIN RESOURCES INC $16 464 966 402 468 0,48% Actions
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $12 919 091 315 793 0,38% Actions
AMERIPRISE FINANCIAL INC $12 908 416 315 532 0,38% Actions
BANK OF AMERICA CORP /DE/ $12 535 166 306 408 0,37% Actions
Sound Income Strategies, LLC $12 325 900 301 293 0,36% Actions
KENNEDY CAPITAL MANAGEMENT LLC $11 978 612 292 804 0,35% Actions
NUANCE INVESTMENTS, LLC $11 824 232 289 030 0,35% Actions
LOOMIS SAYLES & CO L P $11 700 096 285 996 0,34% Actions
Public Sector Pension Investment Board $11 612 713 283 860 0,34% Actions
Cubist Systematic Strategies, LLC $11 565 605 305 888 0,34% Actions
ENVESTNET ASSET MANAGEMENT INC $11 373 652 278 016 0,33% Actions
Advisors Asset Management, Inc. $11 233 100 291 466 0,33% Actions
CONGRESS ASSET MANAGEMENT CO $11 186 808 273 449 0,33% Actions
RENAISSANCE TECHNOLOGIES LLC $10 910 697 266 700 0,32% Actions
JACOBS LEVY EQUITY MANAGEMENT, INC $10 828 509 264 691 0,32% Actions
Brandywine Global Investment Management, LLC $9 835 793 255 210 0,29% Actions

Afficher les 447 détenteurs institutionnels →

Initiés de la société 51 initiés · 24 dirigeants · 23 administrateurs

19
Dirigeant Rôle Dernière activité Actions détenues Achats 12m Ventes 12m Net 12m
Heather Lynn Rosentrater President & CEO 2 mars 2026 M 78 132 0 0 $0
Gary G Ely Chairman & CEO 12 février 2007 S 143 624 0 0 $0
Kevin J Christie SVP, CFO & Treasurer 2 mars 2026 M 46 244 0 0 $0
Gregory Curtis Hesler Sr V President/Corp Secretary 2 mars 2026 M 24 970 0 0 $0
Joshua D Diluciano Vice President 2 septembre 2026 S 8 334 0 2 $-174 105
Jason R Thackston Senior Vice President 14 mai 2026 G 41 578 0 0 $0
Wayne O Manuel Senior Vice President 7 mai 2026 S 10 521 0 2 $-134 432
Alexis G. Alexander Vice President 13 mars 2026 S 3 930 0 2 $-27 279
Scott J Kinney Vice President 2 mars 2026 M 13 418 0 0 $0
Latisha Diane Hill Vice President 2 mars 2026 M 18 978 0 0 $0
Bryan Alden Cox Senior Vice President 2 mars 2026 M 9 441 0 1 $-71 038
Ryan L Krasselt Vice President 2 mars 2026 M 30 537 0 0 $0
James M Kensok Vice President - Retired 19 février 2024 M 14 135 0 0 $0
Mark T Thies EVP - Retired 19 février 2024 M 91 741 0 0 $0
Marian M Durkin Senior Vice President 11 mars 2020 G 73 079 0 0 $0
Karen S Feltes Sr. Vice President 2 mars 2020 F 26 281 0 0 $0
Kelly O Norwood Vice President 14 mars 2017 S 2 775 0 0 $0
Roger D Woodworth Vice President 4 février 2016 A 35 179 0 0 $0
Smith Christy M Burmeister Vice President 13 août 2015 I 0 0 0 $0
Don F Kopczynski Vice President 4 mars 2015 S 29 106 0 0 $0
Richard L Storro Vice President 2 janvier 2013 F 12 163 0 0 $0
Ann M Wilson Vice President & Treasurer 12 février 2009 A 7 353 0 0 $0
Malyn K Malquist Executive Vice President 14 janvier 2009 S 50 277 0 0 $0
Ronald R Peterson Vice President 20 avril 2007 M 603 0 0 $0
Julie A. Bentz Administrateur 1 septembre 2026 A 16 852 0 0 $0
Sena M Kwawu Administrateur 1 septembre 2026 A 18 459 0 0 $0
Jeffry L. Philipps Administrateur 1 septembre 2026 A 20 977 0 0 $0
Kevin B Jacobsen Administrateur 1 septembre 2026 A 15 917 0 0 $0
Janet D. Widmann Administrateur 1 septembre 2026 A 22 828 0 1 $-285 862
Rebecca A Klein Administrateur 1 septembre 2026 A 31 272 0 0 $0
Scott Harlan Maw Administrateur 1 septembre 2026 A 33 429 0 0 $0
Heidi B Stanley Administrateur 1 septembre 2026 A 31 327 0 0 $0
Scott L Morris Administrateur 1 septembre 2026 A 109 378 0 0 $0
Donald C Burke Administrateur 1 septembre 2026 A 36 086 0 0 $0
Kristianne Blake Administrateur 23 mai 2023 J 0 0 0 $0
Marc F Racicot Administrateur 14 mai 2020 A 22 455 0 0 $0
Erik J Anderson Administrateur 13 mars 2019 A 22 246 0 0 $0
John F Kelly Administrateur 2 septembre 2016 A 24 509 0 0 $0
Rick R Holley Administrateur 13 mai 2013 A 6 685 0 0 $0
Michael L Noel Administrateur 5 juin 2012 S 11 914 0 0 $0
Roy Lewis Eiguren Administrateur 8 mars 2011 S 6 084 0 0 $0
Brian W Dunham Administrateur 2 septembre 2010 A 7 088 0 0 $0
Jack W Gustavel Administrateur 17 mai 2010 P 35 650 0 0 $0
Lura J Powell Administrateur 5 mai 2008 A 11 122 0 0 $0
Jr Jessie J Knight Administrateur 16 mai 2005 A 16 257 0 0 $0
David A Clack Administrateur 14 mai 2004 A 14 320 0 0 $0
David J Meyer · 15 juin 2026 J 3 662 0 0 $0
Dennis P Vermillion · 10 mars 2025 F 163 871 0 0 $0
Edward David Schlect · 3 janvier 2023 F 16 037 0 0 $0
John R Taylor · 23 juin 2021 J 0 0 0 $0
Diane C Thoren · 2 janvier 2013 F 4 183 0 0 $0

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Détention d'ETF Détenu par 63 ETFs

20

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

Fonds Poids Unités Au Source
PSCU · Invesco Exchange-Traded Fund Trust … 3,04% 12 530 SH 1 octobre 2026 Quotidien
PEY · Invesco Exchange-Traded Fund Trust 2,40% 732 110 SH 1 octobre 2026 Quotidien
DIV · Global X Funds 1,86% 359 564 NS 31 juillet 2026 N-PORT
XSHD · Invesco Exchange-Traded Fund Trust … 1,62% 29 269 SH 1 octobre 2026 Quotidien
XSLV · Invesco Exchange-Traded Fund Trust … 1,06% 70 473 SH 1 octobre 2026 Quotidien
HSMV · First Trust Exchange-Traded Fund III 0,93% 8 057 NS 31 juillet 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0,62% 102 315 SH 1 octobre 2026 Quotidien
FYT · First Trust Exchange-Traded AlphaDE… 0,61% 29 211 NS 31 juillet 2026 N-PORT
ROSC · Lattice Strategies Trust 0,40% 6 144 NS 31 juillet 2026 N-PORT
ZAP · Global X Funds 0,34% 39 220 NS 31 juillet 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,31% 106 616 NS 31 juillet 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,28% 41 496 NS 31 juillet 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,22% 73 349 SH 19 août 2026 Quotidien
FUTY · FIDELITY COVINGTON TRUST 0,22% 124 680 NS 31 juillet 2026 N-PORT
VPU · VANGUARD WORLD FUND 0,21% 565 059 SH 19 août 2026 Quotidien
EBIT · Harbor ETF Trust 0,19% 569 NS 31 juillet 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,19% 92 937 SH 19 août 2026 Quotidien
QVMS · Invesco Exchange-Traded Fund Trust … 0,19% 12 391 SH 1 octobre 2026 Quotidien
VIOO · VANGUARD ADMIRAL FUNDS 0,18% 288 920 SH 19 août 2026 Quotidien
VIOG · VANGUARD ADMIRAL FUNDS 0,17% 46 231 SH 19 août 2026 Quotidien
BKSE · BNY Mellon ETF Trust 0,15% 3 184 NS 31 juillet 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 22 457 NS 31 juillet 2026 N-PORT
POWR · iShares, Inc. 0,12% 15 122 SH 11 septembre 2026 Quotidien
FAB · First Trust Exchange-Traded AlphaDE… 0,12% 5 052 NS 31 juillet 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,12% 64 981 SH 1 octobre 2026 Quotidien
FSMD · FIDELITY COVINGTON TRUST 0,12% 71 595 NS 31 juillet 2026 N-PORT
RSSL · Global X Funds 0,11% 40 202 NS 31 juillet 2026 N-PORT
IWM · iShares Trust 0,10% 2 164 563 SH 11 septembre 2026 Quotidien
VTWO · VANGUARD SCOTTSDALE FUNDS 0,10% 483 586 SH 19 août 2026 Quotidien
SMDX · Tidal Trust III 0,09% 2 958 NS 31 juillet 2026 N-PORT
DFAS · Dimensional ETF Trust 0,07% 271 819 NS 31 juillet 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,07% 1 203 696 SH 19 août 2026 Quotidien
VXF · VANGUARD INDEX FUNDS 0,04% 946 395 SH 19 août 2026 Quotidien
VB · VANGUARD INDEX FUNDS 0,04% 1 893 844 SH 19 août 2026 Quotidien
TILT · FlexShares Trust 0,03% 14 536 NS 31 juillet 2026 N-PORT
WSML · iShares Trust 0,03% 4 825 SH 11 septembre 2026 Quotidien
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1 365 SH 1 octobre 2026 Quotidien
PFM · Invesco Exchange-Traded Fund Trust 0,01% 2 353 SH 1 octobre 2026 Quotidien
PRF · Invesco Exchange-Traded Fund Trust 0,01% 29 827 SH 1 octobre 2026 Quotidien
VYM · VANGUARD WHITEHALL FUNDS 0,01% 332 262 SH 19 août 2026 Quotidien
DFAC · Dimensional ETF Trust 0,01% 98 688 NS 31 juillet 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 4 980 NS 31 juillet 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 17 719 NS 31 juillet 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 27 302 NS 31 juillet 2026 N-PORT
ITOT · iShares Trust 0,00% 115 881 SH 11 septembre 2026 Quotidien
IWV · iShares Trust 0,00% 22 375 SH 3 septembre 2026 Quotidien
VTI · VANGUARD INDEX FUNDS 0,00% 2 624 564 SH 19 août 2026 Quotidien
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 107 284 SH 19 août 2026 Quotidien
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 6 894 SH 19 août 2026 Quotidien
BLV · VANGUARD BOND INDEX FUNDS · · 15 juillet 2026 Quotidien
BND · VANGUARD BOND INDEX FUNDS · · 15 juillet 2026 Quotidien
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 juillet 2026 Quotidien
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 juillet 2026 Quotidien
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 juillet 2026 Quotidien
IJR · iShares Trust · 5 043 657 SH 10 septembre 2026 Quotidien
IJT · iShares Trust · 367 786 SH 9 septembre 2026 Quotidien
IJS · iShares Trust · 392 393 SH 8 septembre 2026 Quotidien
IWN · iShares Trust · 792 862 SH 11 septembre 2026 Quotidien
IFRA · iShares Trust · 99 769 SH 11 septembre 2026 Quotidien
XJR · iShares Trust · 11 397 SH 31 août 2026 Quotidien
ISCB · iShares Trust · 3 739 SH 11 septembre 2026 Quotidien
ISCV · iShares Trust · 18 309 SH 11 septembre 2026 Quotidien
SMMV · iShares Trust · 15 958 SH 19 août 2026 Quotidien

AVA Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

21
notation · 14 analystes CONSERVER
Objectif médian $40.50 +14,7%
1 7,1% Achat fort
0 0,0% Achat
7 50,0% Conserver
5 35,7% Vente
1 7,1% Vente forte

Objectif de cours à 12 mois

6 analystes · 2026-10-02

Objectif moyen $41.33 +17,1%

← En dessous de tous les objectifs Prix actuel $35.31
Bas$37.00 Moyenne$41.33 Haut$50.00

Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur

22

Base F.A., prix à la clôture de la dernière fin d'exercice de chaque société.

Ticker Capitalisation Boursière P/E Revenus Année/Année Marge Nette ROE Marge Brute
AVA $3.17B 16.2 1.3% 9.8% 7.3% ·
CMS $21.43B 19.8 13.6% 12.5% 12.3% ·
NI $19.98B 21.4 23.5% 14.2% 10.2% ·
BKH $5.24B 17.4 8.6% 12.6% 8.0% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
UTL $868M 16.3 8.3% 9.4% 8.9% ·
D $51.50B 17.0 14.2% 18.2% 10.7% ·

Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets

26

Choisissez les indicateurs qui vous importent — cliquez sur le + à côté de n'importe quelle ligne dans les Fondamentaux complets ci-dessus.

Votre sélection est enregistrée et vous suit sur tous les tickers.

Source : Dépôt SEC 10-Q le Aoû 3, 2026