EVR Evercore Inc. Class A Common Stock
$299,13
Prix · Aoû 18, 2026
Données fondamentales au Aoû 5, 2026
Fourchette 52 semaines
$266–$389
27% of range
Note des analystes
BUY
15 analysts
Objectif de cours
$364
+22% upside
P/E (TTM)
24.2
ROE
31.7%
Marge nette
15.3%
EVR Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$299.13
Capitalisation Boursière
—
P/E (TTM)
24.2
BPA (TTM)
$14.05
Revenus (TTM)
$3.88B
Rendement div.
—
ROE
31.7%
Dette/Capitaux propres
0.0
Fourchette 52 semaines
$266 – $389
EVR Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Configure
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenus et bénéfice net
$3.88B
2023-12-31
→
2025-12-31
BPA
$14.05
2023-12-31
→
2025-12-31
Flux de trésorerie libre
$1.18B
2023-12-31
→
2025-12-31
Marges
15.3%
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
EVR
Médiane des pairs
P/E (TTM)
24.2
19.6
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
EVR
Médiane des pairs
Net Profit Margin (Marge nette)
15.3%
14.2%
ROA
12.4%
3.0%
ROE
31.7%
20.2%
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
EVR
Médiane des pairs
Debt / Equity (Dette / Capitaux propres)
0.0
—
Current Ratio (Ratio de liquidité)
2.2
0.9
Quick Ratio (Ratio de liquidité réduite)
1.7
—
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Métrique
Tendance sur 5 ans
EVR
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
29.5%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
11.8%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
11.2%
—
EPS YoY (BPA Année/Année)
54.7%
—
Net Income YoY (Bénéfice net YoY)
56.5%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
EVR
Médiane des pairs
Payout Ratio (Ratio de distribution)
24.4%
—
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
Rendement du Dividende
—
Ratio de distribution
24.4%
CAGR des dividendes sur 5 ans
—
| Date ex-dividende | Montant |
|---|---|
| 29 mai 2026 | $0,8900 |
| 27 février 2026 | $0,8400 |
| 28 novembre 2025 | $0,8400 |
| 29 août 2025 | $0,8400 |
| 30 mai 2025 | $0,8400 |
| 28 février 2025 | $0,8000 |
| 29 novembre 2024 | $0,8000 |
| 30 août 2024 | $0,8000 |
| 31 mai 2024 | $0,8000 |
| 22 février 2024 | $0,7600 |
| 22 novembre 2023 | $0,7600 |
| 24 août 2023 | $0,7600 |
| 25 mai 2023 | $0,7600 |
| 23 février 2023 | $0,7200 |
| 23 novembre 2022 | $0,7200 |
| 25 août 2022 | $0,7200 |
| 26 mai 2022 | $0,7200 |
| 24 février 2022 | $0,6800 |
| 24 novembre 2021 | $0,6800 |
| 26 août 2021 | $0,6800 |
EVR Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
15 analystes
- Achat fort 4 26,7%
- Achat 6 40,0%
- Conserver 5 33,3%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
10 analystes · 2026-08-18
Médiane
$372.00
Moyenne
$363.90
← En dessous de tous les objectifs
$299.13
Bas
$303.00
Haut
$391.00
Objectif médian
$372.00
+24,4%
Objectif moyen
$363.90
+21,7%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
1.0%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $2.91 | $2.79 | 0.12% |
| 31 mars 2026 | $7.53 | $5.13 | 2.4% |
| 31 décembre 2025 | $5.13 | $4.08 | 1.0% |
| 30 septembre 2025 | $3.48 | $3.29 | 0.19% |
| 30 juin 2025 | $2.42 | $1.80 | 0.62% |
| 31 mars 2025 | $3.49 | $1.73 | 1.8% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| EVR | — | 24.2 | 29.5% | 15.3% | 31.7% | — |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | — |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | — |
| LPLA | — | 32.7 | 37.2% | 5.1% | 16.6% | — |
| SF | — | 14.2 | 6.7% | 10.8% | 11.7% | — |
| JEF | — | 20.3 | 2.9% | 6.3% | 6.6% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
| HLI | — | 23.1 | 9.6% | 16.3% | 18.6% | — |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| MC | — | — | — | — | 51.4% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 11
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Operating Expenses | $3.07B | $2.45B | $2.07B | $2.07B | $2.19B | $1.74B | $1.57B | $1.52B | $1.28B | $1.18B | $1.09B | $745M | |
| Interest Expense | $24M | $17M | $17M | $17M | $18M | $21M | $20M | $18M | $20M | $17M | $17M | $16M | |
| Pretax Income | $794M | $533M | $366M | $704M | $1.12B | $541M | $449M | $551M | $438M | $268M | $135M | $176M | |
| Income Tax | $153M | $115M | $81M | $173M | $248M | $128M | $95M | $109M | $258M | $119M | $77M | $69M | |
| Net Income | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| EPS (Basic) | $15.29 | $9.86 | $6.71 | $12.15 | $18.48 | $8.64 | $7.44 | $9.29 | $3.16 | $2.74 | $1.15 | $2.42 | |
| EPS (Diluted) | $14.05 | $9.08 | $6.37 | $11.61 | $17.08 | $8.22 | $6.89 | $8.33 | $2.80 | $2.43 | $0.98 | $2.08 | |
| Shares (Basic) | 38,712,000 | 38,365,000 | 38,101,000 | 39,224,000 | 40,054,000 | 40,553,000 | 39,994,000 | 40,595,000 | 39,641,000 | 39,220,000 | 37,161,000 | 35,827,000 | |
| Shares (Diluted) | 42,131,000 | 41,646,000 | 40,099,000 | 41,037,000 | 43,321,000 | 42,623,000 | 43,194,000 | 45,279,000 | 44,826,000 | 44,193,000 | 43,699,000 | 41,843,000 | |
| EBITDA | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M |
Bilan 25
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.43B | $873M | $597M | $663M | $578M | $830M | $634M | $791M | $610M | $559M | $449M | $352M | |
| Short-term Investments | $1.58B | $1.52B | $1.44B | $1.43B | $1.78B | $1.06B | $624M | $305M | $129M | $66M | · | · | |
| Other Current Assets | $232M | $140M | $174M | $204M | $59M | $92M | $88M | $28M | $30M | $24M | $16M | $20M | |
| Current Assets | $3.86B | $2.99B | $2.61B | $2.71B | $2.80B | $2.37B | $1.69B | $1.48B | $1.00B | $926M | $749M | $683M | |
| PP&E (Net) | $190M | $145M | $138M | $143M | $149M | $149M | $127M | $81M | $69M | $52M | $48M | $43M | |
| PP&E (Gross) | $360M | $296M | $351M | $330M | $314M | $288M | $244M | $171M | $139M | $105M | $91M | $77M | |
| Accum. Depreciation | $170M | $151M | $213M | $187M | $166M | $140M | $117M | $89M | $70M | $54M | $43M | $34M | |
| Goodwill | $231M | $124M | $125M | $123M | $128M | $129M | $131M | $131M | $134M | $161M | $166M | $218M | |
| Intangibles | $30M | $0 | · | $0 | $336.0K | $698.0K | $2M | $10M | $20M | $29M | $41M | $70M | |
| Other Non-current Assets | $278M | $174M | $147M | $110M | $141M | $103M | $90M | $89M | · | · | · | · | |
| Total Assets | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B | |
| Accounts Payable | $45M | $29M | $26M | $29M | $32M | $38M | $40M | $38M | $34M | $31M | $44M | $37M | |
| Short-term Debt | $48M | $38M | $0 | · | $0 | $38M | $0 | · | · | · | · | · | |
| Current Liabilities | $1.78B | $1.23B | $910M | $1.07B | $1.30B | $1.06B | $669M | $750M | $464M | $463M | $408M | $385M | |
| Capital Leases | $508M | $494M | $434M | $278M | $297M | $300M | $217M | $0 | · | · | · | · | |
| Deferred Tax | $5M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $142M | $119M | $150M | $113M | $126M | $102M | $126M | $105M | $59M | $57M | $36M | $26M | |
| Total Liabilities | $3.04B | $2.23B | $1.92B | $1.89B | $2.17B | $1.88B | $1.47B | $1.12B | $789M | $879M | $772M | $730M | |
| Total Debt | $48M | $38M | · | · | $0 | $38M | · | · | · | · | · | · | |
| Paid-in Capital | $4.02B | $3.51B | $3.16B | $2.86B | $2.46B | $2.27B | $2.02B | $1.82B | $1.60B | $1.37B | $1.21B | $950M | |
| Retained Earnings | $2.58B | $2.13B | $1.89B | $1.77B | $1.42B | $799M | $558M | $365M | $79M | $20M | $-28M | $-18M | |
| Treasury Stock | $4.56B | $3.90B | $3.45B | $3.07B | $2.55B | $1.82B | $1.68B | $1.40B | $1.11B | $812M | $644M | $361M | |
| AOCI | $-13M | $-36M | $-27M | $-28M | $-12M | $-10M | $-28M | $-30M | $-31M | $-50M | $-35M | $-20M | |
| Stockholders' Equity | $2.03B | $1.71B | $1.58B | $1.54B | $1.32B | $1.23B | $870M | $758M | $544M | $527M | $505M | $551M | |
| Liabilities + Equity | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B |
Flux de trésorerie 15
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M | |
| Stock-based Comp | $675M | $570M | $515M | $467M | $422M | $367M | $360M | $294M | $230M | $258M | $208M | $112M | |
| Deferred Tax | $15M | $8M | $-3M | $-855.0K | $29M | $14M | $-11M | $-4M | $148M | $10M | $-4M | $14M | |
| Amort. of Intangibles | $4M | · | · | $336.0K | $362.0K | $2M | $8M | $9M | $10M | $12M | $17M | $8M | |
| Restructuring | · | · | · | · | · | · | $8M | · | · | · | · | · | |
| Other Non-cash | $-55M | $8M | $-334M | $-439M | $166M | $222M | $-166M | $165M | $-3M | $27M | $307M | $107M | |
| Operating Cash Flow | $1.26B | $988M | $458M | $531M | $1.38B | $978M | $505M | $850M | $507M | $422M | $368M | $216M | |
| CapEx | $74M | $30M | $20M | $23M | $28M | $53M | $71M | $33M | $31M | $18M | $16M | $14M | |
| Investing Cash Flow | $-98M | $-67M | $16M | $313M | $-706M | $-484M | $-373M | $-213M | $-55M | $-46M | $-26M | $25M | |
| Dividends Paid | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M | |
| Financing Cash Flow | $-636M | $-629M | $-557M | $-736M | $-925M | $-308M | $-290M | $-453M | $-419M | $-238M | $-235M | $-180M | |
| Net Change in Cash | $554M | $277M | $-67M | $85M | $-251M | $194M | $-156M | $183M | $42M | $112M | $97M | $54M | |
| Taxes Paid | $117M | $98M | $75M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $1.18B | $958M | $438M | $508M | $1.36B | $925M | $434M | $816M | $485M | $398M | $341M | $202M | |
| Levered FCF | $1.16B | $945M | $425M | $495M | $1.34B | $909M | $418M | $802M | $477M | $388M | $333M | $193M |
Rentabilité 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.3% | 12.6% | 10.5% | 17.2% | 22.4% | 15.3% | 14.7% | 18.1% | 7.3% | 7.4% | 3.5% | 9.3% | |
| Pretax Margin | 20.5% | 17.8% | 15.0% | 25.3% | 33.8% | 23.7% | 22.1% | 26.5% | 25.4% | 18.4% | 10.9% | 18.9% | |
| EBITDA Margin | 0.74% | 0.82% | 1.0% | 0.99% | 0.84% | 1.1% | 1.1% | 0.86% | 0.87% | 0.90% | 0.84% | 0.89% | |
| ROA | 12.4% | 9.8% | 7.4% | 14.1% | 20.9% | 11.7% | 12.4% | 19.7% | 8.0% | 6.9% | 3.0% | 6.5% | |
| ROE | 31.7% | 23.0% | 16.4% | 33.4% | 58.0% | 33.4% | 36.5% | 57.9% | 23.4% | 20.8% | 8.1% | 16.5% |
Liquidité et Solvabilité 3
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 2.4 | 2.9 | 2.5 | 2.2 | 2.2 | 2.5 | 2.0 | 2.2 | 2.0 | 1.8 | 1.8 | |
| Quick Ratio | 1.7 | 1.9 | 2.2 | 2.0 | 1.8 | 1.8 | 1.9 | 1.5 | 1.6 | 1.2 | 1.1 | 0.9 | |
| Debt / Equity | 0.0 | 0.0 | · | · | 0.0 | 0.0 | · | · | · | · | · | · |
Efficacité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.7 | 0.8 | 0.9 | 0.8 | 0.8 | 1.1 | 1.1 | 0.9 | 0.9 | 0.7 |
Taux de croissance 10
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 29.5% | 22.7% | -12.1% | -16.0% | 44.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.8% | -3.2% | 2.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.7% | 42.5% | -45.1% | -32.0% | 107.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 6.6% | -19.0% | -8.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 56.5% | 48.1% | -46.4% | -35.6% | 111.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.5% | -20.1% | -10.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 6
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Net Income TTM | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| P/E | 24.2 | 30.5 | 26.9 | 9.4 | 8.0 | 13.3 | 10.9 | 8.6 | 32.1 | 28.3 | 55.2 | 25.2 | |
| Earnings Yield | 4.1% | 3.3% | 3.7% | 10.6% | 12.6% | 7.5% | 9.2% | 11.6% | 3.1% | 3.5% | 1.8% | 4.0% | |
| Payout Ratio | 24.4% | 35.9% | 50.0% | 26.7% | 16.1% | 30.4% | 32.6% | 20.5% | 45.1% | 47.9% | 107.6% | 44.6% | |
| Annual Payout | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M |
Compte de résultat 11
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $998M | $1.40B | $1.30B | $1.05B | $838M | $699M | $980M | $738M | $693M | $585M | $788M | $574M | $504M | $576M | $835M | $581M | |
| Operating Expenses | $844M | $1.06B | $976M | $823M | $683M | $584M | $763M | $612M | $581M | $497M | $666M | $493M | $442M | $465M | $621M | $447M | |
| Interest Expense | $8M | $9M | $9M | $7M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Pretax Income | $148M | $332M | $313M | $217M | $151M | $112M | $214M | $123M | $110M | $86M | $120M | $78M | $59M | $108M | $211M | $132M | |
| Income Tax | $41M | $9M | $91M | $60M | $44M | $-42M | $59M | $35M | $28M | $-7M | $28M | $20M | $17M | $16M | $58M | $41M | |
| Net Income | $95M | $301M | $204M | $145M | $97M | $146M | $140M | $78M | $74M | $86M | $83M | $52M | $37M | $83M | $140M | $82M | |
| EPS (Basic) | $2.47 | $7.73 | $5.27 | $3.73 | $2.51 | $3.78 | $3.66 | $2.05 | $1.92 | $2.23 | $2.19 | $1.38 | $0.97 | $2.17 | $3.61 | $2.11 | |
| EPS (Diluted) | $2.32 | $7.20 | $4.80 | $3.41 | $2.36 | $3.48 | $3.32 | $1.86 | $1.81 | $2.09 | $2.06 | $1.30 | $0.95 | $2.06 | $3.46 | $2.03 | |
| Shares (Basic) | 38,631,000 | 38,969,000 | -77,442,000 | 38,721,000 | 38,715,000 | 38,718,000 | -76,869,000 | 38,294,000 | 38,502,000 | 38,438,000 | -76,443,000 | 37,823,000 | 38,211,000 | 38,510,000 | -78,900,000 | 39,114,000 | |
| Shares (Diluted) | 41,134,000 | 41,850,000 | -83,559,000 | 42,419,000 | 41,213,000 | 42,058,000 | -82,329,000 | 42,038,000 | 40,857,000 | 41,080,000 | -79,628,000 | 40,000,000 | 39,288,000 | 40,439,000 | -82,306,000 | 40,527,000 | |
| EBITDA | · | $14M | · | · | · | $3M | · | · | · | $2M | · | · | · | $5M | · | · |
Bilan 25
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.26B | $986M | $1.43B | $852M | $617M | $553M | $873M | $533M | $632M | $570M | $597M | $493M | $521M | $579M | $663M | $473M | |
| Short-term Investments | $1.15B | $1.04B | $1.58B | $1.57B | $1.12B | $811M | $1.52B | $1.29B | $1.06B | $865M | · | $1.14B | $962M | $803M | · | $1.31B | |
| Other Current Assets | $155M | $168M | $232M | $162M | $183M | $175M | $140M | $212M | $166M | $126M | · | $141M | $154M | $113M | · | $109M | |
| Current Assets | $3.20B | $2.81B | $3.86B | $3.14B | $2.44B | $2.05B | $2.99B | $2.48B | $2.24B | $1.92B | · | $2.13B | $1.98B | $1.81B | · | $2.22B | |
| PP&E (Net) | $189M | $187M | $190M | $189M | $183M | $161M | $145M | $137M | $135M | $133M | · | $142M | $143M | $142M | · | $146M | |
| PP&E (Gross) | · | · | $360M | · | · | · | $296M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $182M | $176M | $170M | $167M | $162M | $155M | $151M | $233M | $225M | $219M | · | $206M | $202M | $194M | · | $178M | |
| Goodwill | $228M | $227M | $231M | $129M | $129M | $126M | $124M | $128M | $125M | $125M | $125M | $124M | $125M | $124M | $123M | $120M | |
| Intangibles | $22M | $26M | $30M | · | · | · | $0 | · | · | · | · | · | · | · | · | $62.0K | |
| Other Non-current Assets | $285M | $290M | $278M | $208M | $194M | $193M | $174M | $159M | $136M | $142M | · | $134M | $122M | $119M | · | $102M | |
| Total Assets | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | $3.70B | $3.23B | $3.05B | $2.75B | $3.62B | $3.15B | |
| Accounts Payable | $43M | $39M | $45M | $37M | $40M | $41M | $29M | $36M | $36M | $30M | · | $29M | $34M | $29M | · | $33M | |
| Short-term Debt | $0 | $0 | $48M | $48M | $86M | $86M | $38M | $38M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.30B | $1.02B | $1.78B | $1.16B | $864M | $629M | $1.23B | $832M | $621M | $393M | · | $563M | $462M | $343M | · | $749M | |
| Capital Leases | $488M | $497M | $508M | $483M | $492M | $500M | $494M | $431M | $423M | $428M | · | $438M | $421M | $289M | · | $277M | |
| Deferred Tax | $0 | $4M | $5M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $136M | $108M | $142M | $93M | $66M | $48M | $119M | $130M | $114M | $108M | · | $136M | $128M | $115M | · | $97M | |
| Total Liabilities | $2.52B | $2.23B | $3.04B | $2.34B | $1.77B | $1.52B | $2.23B | $1.79B | $1.59B | $1.36B | · | $1.57B | $1.45B | $1.18B | · | $1.56B | |
| Total Debt | $0 | $0 | · | $48M | $86M | $86M | · | $38M | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $4.27B | $4.14B | $4.02B | $3.82B | $3.71B | $3.60B | $3.51B | $3.42B | $3.33B | $3.25B | · | $3.09B | $3.01B | $2.93B | · | $2.81B | |
| Retained Earnings | $2.90B | $2.85B | $2.58B | $2.41B | $2.31B | $2.25B | $2.13B | $2.03B | $1.98B | $1.95B | · | $1.84B | $1.82B | $1.82B | · | $1.66B | |
| Treasury Stock | $5.30B | $5.18B | $4.56B | $4.41B | $4.35B | $4.31B | $3.90B | $3.87B | $3.77B | $3.72B | · | $3.45B | $3.41B | $3.35B | · | $3.01B | |
| AOCI | $-22M | $-23M | $-13M | $-15M | $-11M | $-28M | $-36M | $-20M | $-31M | $-30M | · | $-28M | $-20M | $-26M | · | $-51M | |
| Stockholders' Equity | $1.86B | $1.78B | $2.03B | $1.81B | $1.66B | $1.51B | $1.71B | $1.56B | $1.52B | $1.44B | · | $1.45B | $1.41B | $1.38B | · | $1.41B | |
| Liabilities + Equity | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | · | $3.23B | $3.05B | $2.75B | · | $3.15B |
Flux de trésorerie 12
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $14M | $25M | $157.0K | $1M | $3M | $24M | $-664.0K | $-832.0K | $2M | $17M | $952.0K | $822.0K | $5M | $6M | $7M | |
| Stock-based Comp | $220M | $196M | $167M | $179M | $181M | $148M | $137M | $144M | $149M | $139M | $122M | $121M | $142M | $130M | $110M | $119M | |
| Other Non-cash | · | $-737M | · | · | · | $-847M | · | · | · | $-508M | · | · | · | $-604M | · | · | |
| Operating Cash Flow | $526M | $-226M | $807M | $561M | $438M | $-550M | $686M | $234M | $348M | $-281M | $416M | $248M | $179M | $-385M | $374M | $326M | |
| CapEx | $11M | $3M | $9M | $19M | $26M | $20M | $13M | $8M | $8M | $1M | $1M | $6M | $8M | $5M | $4M | $8M | |
| Investing Cash Flow | $-90M | $525M | $-10M | $-454M | $-314M | $680M | $-247M | $-205M | $-193M | $577M | $-275M | $-190M | $-151M | $631M | $-105M | $-197M | |
| Dividends Paid | $35M | $50M | $32M | $33M | $33M | $46M | $31M | $31M | $31M | $43M | $29M | $29M | $29M | $41M | $28M | $28M | |
| Financing Cash Flow | $-159M | $-731M | $-226M | $133M | $-81M | $-461M | $-78M | $-140M | $-92M | $-319M | $-47M | $-77M | $-96M | $-337M | $-104M | $-70M | |
| Net Change in Cash | $271M | $-440M | $575M | $234M | $65M | $-319M | $340M | $-98M | $62M | $-27M | $104M | $-28M | $-59M | $-84M | $190M | $29M | |
| Taxes Paid | $57M | $43M | · | · | $13M | $27M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-229M | · | · | · | $-569M | · | · | · | $-282M | · | · | · | $-390M | · | · | |
| Levered FCF | · | $-238M | · | · | · | $-575M | · | · | · | $-287M | · | · | · | $-393M | · | · |
Rentabilité 5
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.5% | 21.5% | · | 13.8% | 11.6% | 20.9% | · | 10.6% | 10.6% | 14.6% | · | 9.1% | 7.4% | 14.5% | · | 14.2% | |
| Pretax Margin | 14.8% | 23.7% | · | 20.8% | 18.0% | 16.0% | · | 16.7% | 15.9% | 14.8% | · | 13.7% | 11.8% | 18.8% | · | 22.8% | |
| EBITDA Margin | · | 0.98% | · | · | · | 0.37% | · | · | · | 0.33% | · | · | · | 0.92% | · | · | |
| ROA | 2.3% | 7.9% | · | 3.6% | 2.8% | 4.7% | · | 2.3% | 2.3% | 3.0% | · | 1.6% | 1.2% | 2.9% | · | 2.6% | |
| ROE | 5.4% | 18.3% | · | 8.6% | 6.1% | 9.9% | · | 5.2% | 5.1% | 6.1% | · | 3.6% | 2.7% | 6.0% | · | 6.3% |
Liquidité et Solvabilité 3
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | 2.8 | · | 2.7 | 2.8 | 3.3 | · | 3.0 | 3.6 | 4.9 | · | 3.8 | 4.3 | 5.3 | · | 3.0 | |
| Quick Ratio | 1.9 | 2.0 | · | 2.1 | 2.0 | 2.2 | · | 2.2 | 2.7 | 3.7 | · | 2.9 | 3.2 | 4.0 | · | 2.4 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.0 | · | · | · | · | · | · | · | · |
Efficacité 1
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.4 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Valorisation (TTM) 5
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.28B | $3.98B | · | $3.32B | $2.97B | $2.72B | · | $2.59B | $2.36B | $2.24B | · | $2.24B | $2.30B | $2.52B | · | $2.77B | |
| Net Income TTM | $638M | $689M | · | $466M | $396M | $384M | · | $290M | $249M | $258M | · | $255M | $299M | $419M | · | $496M | |
| P/E | 22.3 | 18.1 | · | 30.4 | 28.4 | 21.6 | · | 35.9 | 33.9 | 30.1 | · | 21.7 | 16.8 | 11.3 | · | 6.9 | |
| Earnings Yield | 4.5% | 5.5% | · | 3.3% | 3.5% | 4.6% | · | 2.8% | 2.9% | 3.3% | · | 4.6% | 6.0% | 8.8% | · | 14.5% | |
| Payout Ratio | · | 16.5% | · | · | · | 31.8% | · | · | · | 50.4% | · | · | · | 49.4% | · | · |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Revenu | $3.88B | — | — | $3.00B | — |
| Résultat net | $592M | — | — | $378M | — |
| BPA dilué | $14.05 | — | — | $9.08 | — |
Bilan
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | 0.0 | — | — | 0.0 | — |
| Ratio de liquidité | 2.2 | — | — | 2.4 | — |
| Ratio de liquidité réduite | 1.7 | — | — | 1.9 | — |
Flux de trésorerie
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $1.18B | — | — | $958M | — |
Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets
📊
Choisissez les indicateurs qui vous importent — cliquez sur le ➕ à côté de n'importe quelle ligne dans Fondamentaux Complets ci-dessus.
Votre sélection est enregistrée et vous suit sur tous les tickers.
Détenteurs institutionnels (13F) 756 déclarants · $7.6B total · Au 30 juin 2026
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.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 110 (-11 vs T. préc.) | 42 (-28 vs T. préc.) | 239 (-30 vs T. préc.) | 250 (+68 vs T. préc.) | +3.1M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $667 907 856 | 1 956 150 | 8,82% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $573 690 902 | 1 680 210 | 7,57% | Actions |
| STATE STREET CORP | $411 817 271 | 1 206 119 | 5,44% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $323 068 191 | 946 009 | 4,26% | Actions |
| FMR LLC | $298 871 862 | 875 328 | 3,94% | Actions |
| MILLENNIUM MANAGEMENT LLC | $217 655 708 | 637 464 | 2,87% | Actions |
| TD Asset Management Inc | $207 974 177 | 609 109 | 2,75% | Actions |
| WELLINGTON MANAGEMENT GROUP LLP | $185 752 579 | 544 027 | 2,45% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $169 326 169 | 495 919 | 2,23% | Actions |
| Fisher Asset Management, LLC | $144 728 088 | 423 875 | 1,91% | Actions |
| NORGES BANK | $142 394 479 | 417 041 | 1,88% | Actions |
| PRIMECAP MANAGEMENT CO/CA/ | $128 432 656 | 376 150 | 1,70% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118 529 872 | 347 147 | 1,56% | Actions |
| Point72 Asset Management, L.P. | $117 633 250 | 344 521 | 1,55% | Actions |
| Capital International Investors | $110 881 616 | 324 747 | 1,46% | Actions |
| Artemis Investment Management LLP | $107 813 777 | 315 762 | 1,42% | Actions |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105 882 317 | 310 105 | 1,40% | Actions |
| Paralel Advisors LLC | $102 432 000 | 300 000 | 1,35% | Actions |
| Stephens Investment Management Group LLC | $96 570 158 | 282 832 | 1,27% | Actions |
| Qube Research & Technologies Ltd | $85 392 437 | 250 095 | 1,13% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $83 007 137 | 243 109 | 1,10% | Actions |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $81 771 458 | 239 490 | 1,08% | Actions |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $74 163 500 | 217 208 | 0,98% | Actions |
| TWO SIGMA INVESTMENTS, LP | $67 581 902 | 197 932 | 0,89% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $67 481 519 | 197 638 | 0,89% | Actions |
| AMERICAN CENTURY COMPANIES INC | $66 491 001 | 194 737 | 0,88% | Actions |
| Azora Capital LP | $63 517 400 | 186 028 | 0,84% | Actions |
| Quantinno Capital Management LP | $63 156 481 | 184 970 | 0,83% | Actions |
| RENAISSANCE TECHNOLOGIES LLC | $53 326 099 | 156 180 | 0,70% | Actions |
| TimesSquare Capital Management, LLC | $49 542 511 | 165 966 | 0,65% | Actions |
| ROYCE & ASSOCIATES LP | $47 550 983 | 139 266 | 0,63% | Actions |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $45 775 154 | 134 065 | 0,60% | Actions |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41 469 000 | 121 454 | 0,55% | Actions |
| Global Alpha Capital Management Ltd. | $40 331 234 | 118 121 | 0,53% | Actions |
| JANUS HENDERSON GROUP PLC | $38 171 709 | 127 872 | 0,50% | Actions |
| NEUBERGER BERMAN GROUP LLC | $37 593 263 | 110 102 | 0,50% | Actions |
| GOLDMAN SACHS GROUP INC | $37 366 511 | 109 438 | 0,49% | Actions |
| BRAUN STACEY ASSOCIATES INC | $36 833 904 | 107 878 | 0,49% | Actions |
| WESTWOOD HOLDINGS GROUP INC | $35 605 022 | 104 279 | 0,47% | Actions |
| Holocene Advisors, LP | $35 085 692 | 102 758 | 0,46% | Actions |
| Alyeska Investment Group, L.P. | $34 149 463 | 100 016 | 0,45% | Actions |
| RHUMBLINE ADVISERS | $34 075 321 | 99 799 | 0,45% | Actions |
| WCM INVESTMENT MANAGEMENT, LLC | $33 433 178 | 99 887 | 0,44% | Actions |
| Retirement Systems of Alabama | $31 815 721 | 93 181 | 0,42% | Actions |
| CANADA PENSION PLAN INVESTMENT BOARD | $31 275 904 | 91 600 | 0,41% | Actions |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29 823 077 | 87 345 | 0,39% | Actions |
| Walleye Trading LLC | $28 134 656 | 82 400 | 0,37% | Option d'achat |
| Ceredex Value Advisors LLC | $27 981 008 | 81 950 | 0,37% | Actions |
| MARSICO CAPITAL MANAGEMENT LLC | $27 287 543 | 79 919 | 0,36% | Actions |
| ProShare Advisors LLC | $25 884 567 | 75 810 | 0,34% | Actions |
| Swiss National Bank | $25 785 549 | 75 520 | 0,34% | Actions |
| TD Waterhouse Canada Inc. | $25 505 862 | 74 739 | 0,34% | Actions |
| BlackRock, Inc. | $25 405 868 | 74 408 | 0,34% | Actions |
| Interval Partners, LP | $25 317 435 | 74 149 | 0,33% | Actions |
| California Public Employees Retirement System | $25 205 101 | 73 820 | 0,33% | Actions |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $25 127 252 | 73 592 | 0,33% | Actions |
| Boston Trust Walden Corp | $24 945 265 | 73 059 | 0,33% | Actions |
| AMERIPRISE FINANCIAL INC | $24 263 751 | 71 063 | 0,32% | Actions |
| Woodline Partners LP | $24 042 156 | 70 414 | 0,32% | Actions |
| BANK OF AMERICA CORP /DE/ | $23 940 749 | 70 117 | 0,32% | Actions |
| Longaeva Partners L.P. | $23 192 312 | 67 925 | 0,31% | Actions |
| JANE STREET GROUP, LLC | $21 510 720 | 63 000 | 0,28% | Option d'achat |
| Driehaus Capital Management LLC | $21 460 187 | 62 852 | 0,28% | Actions |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $21 275 126 | 62 310 | 0,28% | Actions |
| Mariner, LLC | $20 760 128 | 60 803 | 0,27% | Actions |
| Balyasny Asset Management L.P. | $20 075 648 | 58 797 | 0,26% | Actions |
| COOKSON PEIRCE & CO INC | $19 588 755 | 57 371 | 0,26% | Actions |
| MACQUARIE GROUP LTD | $19 393 792 | 56 800 | 0,26% | Actions |
| STRS OHIO | $19 282 483 | 56 474 | 0,25% | Actions |
| MORGAN STANLEY | $19 044 460 | 55 776 | 0,25% | Actions |
| ALLIANCEBERNSTEIN L.P. | $18 111 796 | 60 674 | 0,24% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $17 862 434 | 52 315 | 0,24% | Actions |
| PANAGORA ASSET MANAGEMENT INC | $17 440 072 | 51 078 | 0,23% | Actions |
| RAYMOND JAMES FINANCIAL INC | $16 719 315 | 48 967 | 0,22% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $16 690 270 | 48 882 | 0,22% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $15 842 448 | 46 399 | 0,21% | Actions |
| Empire Life Investments Inc. | $15 510 936 | 45 428 | 0,20% | Actions |
| UBS Group AG | $15 454 940 | 45 264 | 0,20% | Actions |
| Jain Global LLC | $15 399 285 | 45 101 | 0,20% | Actions |
| Engineers Gate Manager LP | $14 401 939 | 42 180 | 0,19% | Actions |
| Cresset Asset Management, LLC | $14 078 420 | 41 232 | 0,19% | Actions |
| CITADEL ADVISORS LLC | $13 623 456 | 39 900 | 0,18% | Option de vente |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13 392 950 | 44 866 | 0,18% | Actions |
| Morse Asset Management, Inc | $13 179 925 | 38 601 | 0,17% | Actions |
| Ensign Peak Advisors, Inc | $13 149 537 | 38 512 | 0,17% | Actions |
| Corient Private Wealth LP | $13 033 580 | 38 173 | 0,17% | Actions |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $12 885 604 | 37 739 | 0,17% | Actions |
| BARCLAYS PLC | $12 570 797 | 36 817 | 0,17% | Actions |
| SummitTX Capital, L.P. | $12 566 358 | 36 804 | 0,17% | Actions |
| Freestone Grove Partners LP | $12 562 260 | 36 792 | 0,17% | Actions |
| PEREGRINE CAPITAL MANAGEMENT LLC | $12 330 423 | 36 113 | 0,16% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $12 283 304 | 35 975 | 0,16% | Actions |
| Caisse de depot et placement du Quebec | $12 189 408 | 35 700 | 0,16% | Actions |
| VAN ECK ASSOCIATES CORP | $12 178 140 | 35 667 | 0,16% | Actions |
| Zurich Insurance Group Ltd/FI | $12 126 242 | 35 515 | 0,16% | Actions |
| Glenmede Investment Management, LP | $12 105 402 | 35 887 | 0,16% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12 086 976 | 35 400 | 0,16% | Option d'achat |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $12 042 247 | 35 269 | 0,16% | Actions |
| SEGALL BRYANT & HAMILL, LLC | $11 992 739 | 35 124 | 0,16% | Actions |
| Jackson Wealth Management, LLC | $11 823 000 | 39 605 | 0,16% | Actions |
Initiés de la société 34 initiés · 19 dirigeants · 18 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| John S Weinberg | CEO/Chairman | 19 février 2026 A | 636 890 | 0 | 0 | $0 |
| Ralph Schlosstein | Co-CEO/Co-Chairman | 15 février 2022 A | 239 674 | 0 | 0 | $0 |
| Ostoa Augusto Arellano | CEO of EVR Mexico | 12 février 2019 A | 17 046 | 0 | 0 | $0 |
| Andrew Sibbald | CEO EVR Partners International | 12 février 2019 A | 100 581 | 0 | 0 | $0 |
| Pedro Aspe | CEO of EVR Mexico | 11 décembre 2015 A | 340 763 | 0 | 0 | $0 |
| Austin M Beutner | President, Co-CEO, CIO | 3 mars 2008 A | 447 307 | 0 | 0 | $0 |
| Timothy Gilbert Lalonde | Chief Financial Officer | 11 juin 2026 S | 34 800 | 0 | 1 | $-2 678 612 |
| Celeste Mellet | Chief Financial Officer | 6 juillet 2022 F | 33 495 | 0 | 0 | $0 |
| David E Wezdenko | Chief Financial Officer | 23 mai 2007 C | 5 000 | 0 | 0 | $0 |
| Matthew Lindsey-Clark | Co-Head EMEA IB | 19 février 2026 A | 27 847 | 0 | 0 | $0 |
| Jason Klurfeld | General Counsel | 19 février 2026 A | 57 793 | 0 | 1 | $-1 800 000 |
| Paul Pensa | Contr, Prin. Acct.Officer | 19 février 2026 A | 6 889 | 0 | 1 | $-507 950 |
| Roger C Altman | Founder and Senior Chairman | 19 février 2026 A | 84 152 | 0 | 0 | $0 |
| Edward S. Hyman | Vice Chair EVR & Chairman EISI | 10 février 2025 S | 1 643 035 | 0 | 0 | $0 |
| Robert B Walsh | Principal Financial Officer | 1 juin 2021 S | 55 558 | 0 | 0 | $0 |
| Adam B Frankel | General Counsel | 24 novembre 2017 S | 58 401 | 0 | 0 | $0 |
| Eduardo G Mestre | Vice Chairman | 13 février 2012 S | 194 803 | 0 | 0 | $0 |
| Bernard J Taylor | Co-Vice Chairman | 9 décembre 2011 A | 33 269 | 0 | 0 | $0 |
| William Hiltz | Senior Managing Director | 11 septembre 2009 A | 88 096 | 0 | 0 | $0 |
| Sarah K Williamson | Administrateur | 10 juin 2026 A | 14 072 | 1 | 0 | $580 860 |
| Sir Simon Robertson | Administrateur | 10 juin 2026 A | 9 715 | 0 | 0 | $0 |
| Pamela G Carlton | Administrateur | 10 juin 2026 A | 3 845 | 0 | 1 | $-65 877 |
| Gail Block Harris | Administrateur | 10 juin 2026 A | 40 151 | 0 | 0 | $0 |
| William J Wheeler | Administrateur | 10 juin 2026 A | 12 642 | 0 | 0 | $0 |
| Wilard J Overlock JR | Administrateur | 10 juin 2026 A | 15 279 | 0 | 0 | $0 |
| Ellen V Futter | Administrateur | 10 juin 2026 A | 7 312 | 0 | 0 | $0 |
| Robert B Millard | Administrateur | 10 juin 2026 A | 53 497 | 0 | 0 | $0 |
| Christine A Varney | Administrateur | 10 juin 2026 A | 884 | 0 | 0 | $0 |
| Richard I Beattie | Administrateur | 5 décembre 2023 S | 17 000 | 0 | 0 | $0 |
| Kendrick R Wilson III | Administrateur | 17 juin 2021 A | 3 714 | 0 | 0 | $0 |
| Phalle Francois De Saint | Administrateur | 15 juin 2016 A | 63 090 | 0 | 0 | $0 |
| Curtis A Hessler | Administrateur | 15 juin 2016 A | 18 090 | 0 | 0 | $0 |
| Anthony N Pritzker | Administrateur | 19 juin 2013 A | 9 796 | 0 | 0 | $0 |
| Thomas J Gavenda | — | 2 mars 2007 A | 46 803 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 1 participation
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| Edward S. Hyman ×2 dépôts | 12 février 2025 | 4,30% | Amendement | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Détention d'ETF Détenu par 112 ETFs
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 |
|---|---|---|---|---|
| XMHQ · Invesco Exchange-Traded Fund Trust | 2,06% | 378 720 SH | 8 août 2026 | Quotidien |
| REGL · ProShares Trust | 1,51% | 74 553 NS | 31 mai 2026 | N-PORT |
| IAI · iShares Trust | 1,08% | 46 979 SH | 8 août 2026 | Quotidien |
| GRPM · Invesco Exchange-Traded Fund Trust | 0,98% | 16 236 SH | 8 août 2026 | Quotidien |
| CLSE · Trust for Professional Managers | 0,80% | 14 395 NS | 31 mai 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,68% | 44 155 NS | 31 mai 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,57% | 9 188 NS | 30 avril 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,53% | 52 NS | 29 mai 2026 | N-PORT |
| HFGO · Hartford Funds Exchange-Traded Trust | 0,52% | 2 927 NS | 30 avril 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,50% | 3 785 NS | 31 mai 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 0,50% | 12 847 NS | 31 mai 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,43% | 23 664 SH | 8 août 2026 | Quotidien |
| VUSE · ETF Series Solutions | 0,41% | 8 189 NS | 31 mai 2026 | N-PORT |
| IJK · iShares Trust | 0,40% | 141 049 SH | 8 août 2026 | Quotidien |
| SMLF · iShares Trust | 0,40% | 54 081 SH | 8 août 2026 | Quotidien |
| XJH · iShares Trust | 0,38% | 5 196 SH | 8 août 2026 | Quotidien |
| PTMC · Pacer Funds Trust | 0,36% | 4 437 NS | 30 avril 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,36% | 62 492 SH | 8 août 2026 | Quotidien |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,36% | 5 148 SH | 8 août 2026 | Quotidien |
| ISCG · iShares Trust | 0,35% | 11 227 SH | 8 août 2026 | Quotidien |
| IJH · iShares Trust | 0,33% | 1 323 152 SH | 8 août 2026 | Quotidien |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,32% | 10 676 NS | 30 avril 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,32% | 6 097 NS | 30 avril 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,30% | 1 862 NS | 31 mai 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,29% | 12 621 SH | 8 août 2026 | Quotidien |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,29% | 5 274 NS | 31 mai 2026 | N-PORT |
| MVV · ProShares Trust | 0,29% | 1 336 NS | 31 mai 2026 | N-PORT |
| IJJ · iShares Trust | 0,26% | 74 270 SH | 8 août 2026 | Quotidien |
| GQQQ · EA Series Trust | 0,25% | 1 058 NS | 29 mai 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,25% | 640 NS | 30 avril 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,24% | 104 554 NS | 31 mai 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,24% | 17 880 NS | 30 avril 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 15 140 NS | 30 avril 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 14 057 NS | 30 avril 2026 | N-PORT |
| UMDD · ProShares Trust | 0,20% | 187 NS | 31 mai 2026 | N-PORT |
| IYF · iShares Trust | 0,17% | 24 377 SH | 8 août 2026 | Quotidien |
| ISCB · iShares Trust | 0,17% | 1 592 SH | 8 août 2026 | Quotidien |
| VBK · VANGUARD INDEX FUNDS | 0,17% | 243 925 SH | 8 août 2026 | Quotidien |
| GINN · Goldman Sachs ETF Trust | 0,17% | 1 060 NS | 31 mai 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 2 527 NS | 30 avril 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,17% | 1 319 NS | 29 mai 2026 | N-PORT |
| ESML · iShares Trust | 0,16% | 15 130 SH | 8 août 2026 | Quotidien |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,16% | 7 156 SH | 8 août 2026 | Quotidien |
| IYG · iShares Trust | 0,16% | 11 514 SH | 8 août 2026 | Quotidien |
| INFO · Harbor ETF Trust | 0,16% | 3 827 NS | 30 avril 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,15% | 1 795 NS | 31 mai 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 443 909 SH | 8 août 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,15% | 842 956 SH | 8 août 2026 | Quotidien |
| VFH · VANGUARD WORLD FUND | 0,15% | 61 309 SH | 8 août 2026 | Quotidien |
| SMMD · iShares Trust | 0,15% | 17 933 SH | 8 août 2026 | Quotidien |