FOA Finance of America Companies Inc. Class A Common Stock
$21,45
Prix · Aoû 19, 2026
Données fondamentales au Aoû 7, 2026
Fourchette 52 semaines
$16–$30
41% of range
Note des analystes
BUY
7 analysts
Objectif de cours
$31
+44% upside
P/E (TTM)
6.5
ROE
10.4%
Marge nette
9.1%
FOA Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$21.45
Capitalisation Boursière
—
P/E (TTM)
6.5
BPA (TTM)
$3.74
Revenus (TTM)
$497M
Rendement div.
—
ROE
10.4%
Dette/Capitaux propres
—
Fourchette 52 semaines
$16 – $30
FOA 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
$497M
2020-12-31
→
2025-12-31
BPA
$3.74
2022-12-31
→
2025-12-31
Flux de trésorerie libre
—
2022-12-31
→
2022-12-31
Marges
9.1%
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
FOA
Médiane des pairs
P/E (TTM)
6.5
9.5
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
FOA
Médiane des pairs
Net Profit Margin (Marge nette)
9.1%
1.5%
ROA
0.15%
0.32%
ROE
10.4%
3.4%
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
FOA
Médiane des pairs
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
FOA
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
26.1%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
111.2%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
-22.7%
—
EPS YoY (BPA Année/Année)
217.0%
—
Net Income YoY (Bénéfice net YoY)
192.1%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
FOA
Médiane des pairs
FOA Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
7 analystes
- Achat fort 1 14,3%
- Achat 4 57,1%
- Conserver 2 28,6%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
2 analystes · 2026-08-19
Médiane
$31.00
← En dessous de tous les objectifs
$21.45
Bas
$30.00
Haut
$32.00
Objectif médian
$31.00
+44,5%
Objectif moyen
$31.00
+44,5%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
0.12%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.84 | $1.05 | -0.21% |
| 31 mars 2026 | $1.10 | $0.85 | 0.25% |
| 31 décembre 2025 | $0.69 | $0.66 | 0.03% |
| 30 septembre 2025 | $1.33 | $0.68 | 0.65% |
| 30 juin 2025 | $0.55 | $0.62 | -0.07% |
| 31 mars 2025 | $0.69 | $0.66 | 0.03% |
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 |
|---|---|---|---|---|---|---|
| FOA | — | 6.5 | 26.1% | 9.1% | 10.4% | — |
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | — |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | — |
| LDI | — | -4.6 | -93.7% | -609.7% | -15.2% | — |
| BETR | — | — | — | — | — | — |
| SNFCA | — | 7.2 | 3.0% | 9.3% | 8.4% | — |
| GHI | — | -13.2 | -6.4% | -8.9% | — | — |
| BLNE | $48M | -0.8 | 600.0% | -298.2% | -45.7% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 15
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $497M | $394M | $234M | $53M | · | $1.80B | $892M | |
| SG&A Expense | $51M | $59M | $82M | $71M | · | $396M | $256M | |
| Operating Expenses | $370M | $344M | $392M | $418M | · | $1.29B | $818M | |
| Operating Income | · | · | · | · | · | $-2M | $-327.4K | |
| Interest Expense | · | · | $119M | $119M | · | $123M | $139M | |
| Interest Income | $1.92B | $1.91B | $1.63B | $6M | · | $43M | $37M | |
| Other Non-op | $-15M | $-7M | $211.0K | $32M | · | $-6M | $4M | |
| Pretax Income | $113M | $43M | $-167M | $-343M | · | $500M | $78M | |
| Income Tax | $4M | $2M | $-593.0K | $-17M | · | $2M | $949.0K | |
| Net Income | $45M | $15M | $-80M | $-191M | · | $518M | $54M | |
| EPS (Basic) | $4.72 | $1.57 | $-9.77 | $-3.06 | · | · | · | |
| EPS (Diluted) | $3.74 | $1.18 | $-9.77 | $-3.12 | · | · | · | |
| Shares (Basic) | 9,537,237 | 9,850,903 | 8,197,753 | 62,298,532 | · | · | · | |
| Shares (Diluted) | 26,930,745 | 23,406,233 | 8,197,753 | 188,236,513 | · | · | · | |
| EBITDA | $39M | $39M | $48M | $65M | · | $-2M | · |
Bilan 21
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $90M | $47M | $46M | $61M | $141M | $233M | $2M | |
| Prepaid Expense | · | · | · | · | · | $10.8K | $62.7K | |
| Current Assets | · | · | · | · | · | $860.7K | $2M | |
| PP&E (Net) | $4M | $4M | $6M | $9M | $29M | $25M | · | |
| PP&E (Gross) | $9M | $14M | $16M | $15M | $38M | $62M | · | |
| Accum. Depreciation | $4M | $11M | $10M | $6M | $8M | $37M | · | |
| Goodwill | · | · | · | $0 | $0 | $121M | $121M | |
| Intangibles | $180M | $216M | $254M | $297M | $603M | $17M | · | |
| Total Assets | $30.73B | $29.16B | $27.11B | $20.87B | $21.79B | $19.57B | $16.58B | |
| Accounts Payable | · | · | · | · | · | $916.9K | $86.6K | |
| Accrued Liabilities | · | · | · | · | · | $779.4K | $8.9K | |
| Current Liabilities | · | · | · | · | · | $2M | $95.5K | |
| Total Liabilities | $30.34B | $28.84B | $26.84B | $20.47B | $20.71B | $18.77B | $28M | |
| Long-term Debt | $358M | $375M | $411M | $399M | $353M | · | · | |
| Common Stock | · | · | · | · | · | $719 | $719 | |
| Paid-in Capital | $978M | $954M | $947M | $888M | $832M | $0 | $0 | |
| Retained Earnings | $-654M | $-699M | $-714M | $-634M | $-444M | $0 | $-22M | |
| AOCI | $-285.0K | $-276.0K | $-249.0K | $-273.0K | $-110.0K | $9.0K | · | |
| Stockholders' Equity | $396M | $316M | $272M | $405M | $1.08B | $628M | $-22M | |
| Liabilities + Equity | $30.73B | $29.16B | $27.11B | $20.87B | $21.79B | $19.57B | $294M | |
| Shares Outstanding | · | · | · | · | · | 7,187,500 | 7,187,500 |
Flux de trésorerie 13
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $39M | $39M | $48M | $65M | · | $19M | $19M | |
| Stock-based Comp | · | · | · | · | · | · | $3M | |
| Deferred Tax | $-4M | $-2M | · | · | · | · | · | |
| Amort. of Intangibles | $37M | $37M | $37M | $38M | · | $2M | · | |
| Other Non-cash | $-510M | $-478M | $-39M | $1.53B | · | · | · | |
| Operating Cash Flow | $-430M | $-424M | $-72M | $1.41B | · | $-686M | $101M | |
| CapEx | · | · | · | $11M | · | $9M | $4M | |
| Investing Cash Flow | $855M | $341M | $158M | $-1.82B | · | $-875M | $-2.03B | |
| Financing Cash Flow | $-402M | $160M | $-139M | $225M | · | $1.72B | $2.07B | |
| Net Change in Cash | $23M | $77M | $-53M | $-186M | · | $157M | $143M | |
| Taxes Paid | · | · | $0 | $46.0K | · | $1M | $698.0K | |
| Free Cash Flow | · | · | · | $1.40B | · | · | · | |
| Levered FCF | · | · | · | $1.25B | · | · | · |
Rentabilité 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.1% | 4.6% | -34.2% | -33.3% | · | · | · | |
| Pretax Margin | 22.7% | 12.7% | -71.2% | -127.7% | · | · | · | |
| EBITDA Margin | 7.8% | 11.5% | 20.3% | 11.3% | · | · | · | |
| ROA | 0.15% | · | -0.33% | -0.89% | · | · | · | |
| ROE | 10.4% | · | -42.6% | -38.9% | · | · | · |
Efficacité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | · | · | · |
Taux de croissance 6
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 26.1% | 68.3% | 344.0% | · | · | · | · | |
| Revenue CAGR 3Y | 111.2% | · | -49.3% | · | · | · | · | |
| Revenue CAGR 5Y | -22.7% | · | · | · | · | · | · | |
| EPS YoY | 217.0% | · | · | · | · | · | · | |
| Net Income YoY | 192.1% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -38.6% | · | · | · | · | · | · |
Valorisation (TTM) 4
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $497M | $394M | $234M | $53M | $1.96B | $1.80B | · | |
| Net Income TTM | $45M | $15M | $-80M | $-191M | $390M | $518M | · | |
| P/E | 6.5 | 23.8 | -1.1 | -4.1 | · | · | · | |
| Earnings Yield | 15.4% | 4.2% | -88.8% | -24.6% | · | · | · |
Compte de résultat 13
| 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 | $62M | $120M | $74M | $81M | $177M | $166M | $-49M | $290M | $79M | $75M | $276M | $-70M | $-112M | $141M | $65M | $-38M | |
| SG&A Expense | $14M | $14M | $12M | $13M | $13M | $13M | $12M | $14M | $16M | $17M | $23M | $21M | $22M | $16M | $-72M | $45M | |
| Operating Expenses | $106M | $105M | $90M | $105M | $89M | $86M | $87M | $80M | $85M | $91M | $93M | $105M | $110M | $84M | $106M | $92M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $29M | · | $28M | $32M | $32M | $35M | $34M | |
| Interest Income | $490M | $468M | $475M | $482M | $482M | $481M | $473M | $490M | $478M | $464M | $768M | $444M | $415M | $2M | $718.0K | $3M | |
| Other Non-op | $-27M | $21M | $-6M | $-5M | $-6M | $2M | $-9M | $-2M | $2M | $1M | $-3M | $4M | $-2M | $936.0K | $-6M | $20M | |
| Pretax Income | $-71M | $36M | $-22M | $-29M | $82M | $82M | $-146M | $208M | $-4M | $-16M | $172M | $-173M | $-224M | $58M | $-52M | $-113M | |
| Income Tax | $-42M | $1M | $-686.0K | $130.0K | $2M | $2M | $-3M | $4M | $1M | $0 | $193.0K | $-103.0K | $-3M | $3M | $1M | $-8M | |
| Net Income | $2M | $18M | $-10M | $-10M | $35M | $30M | $-59M | $84M | $-2M | $-8M | $61M | $-65M | $-79M | $3M | $-57M | $-84M | |
| EPS (Basic) | $0.10 | $1.93 | $-0.36 | $-1.05 | $3.16 | $2.97 | $-5.92 | $8.48 | $-0.21 | $-0.78 | $6.68 | $-7.45 | $-9.05 | $0.05 | $-0.92 | $-1.35 | |
| EPS (Diluted) | $-1.28 | $0.88 | $0.45 | $-1.27 | $2.13 | $2.43 | $-5.24 | $7.50 | $-0.30 | $-0.78 | $6.66 | $-7.45 | $-9.05 | $0.07 | $-0.78 | $-1.34 | |
| Shares (Basic) | 8,911,666 | 8,500,966 | -20,747,556 | 9,066,190 | 11,041,337 | 10,177,266 | -19,620,508 | 9,924,671 | 9,898,182 | 9,648,558 | -73,332,701 | 8,772,623 | 8,740,986 | 64,016,845 | -123,659,209 | 62,804,809 | |
| Shares (Diluted) | 17,000,600 | 19,237,695 | -52,609,321 | 19,235,795 | 30,137,247 | 30,167,024 | -32,485,818 | 23,159,304 | 23,084,189 | 9,648,558 | -199,616,868 | 8,772,623 | 8,740,986 | 190,301,012 | -376,908,584 | 187,877,936 |
Bilan 13
| 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 | $85M | $108M | $90M | $110M | $46M | $52M | $47M | $44M | $47M | $48M | $46M | $66M | $56M | $69M | $61M | $169M | |
| PP&E (Net) | $6M | · | $4M | $4M | $3M | · | $4M | · | · | · | $6M | $8M | $8M | $11M | $9M | $20M | |
| PP&E (Gross) | · | · | $9M | · | · | · | $14M | · | · | · | $16M | · | · | · | $15M | $31M | |
| Accum. Depreciation | · | · | $4M | · | · | · | $11M | · | · | · | $10M | · | · | · | $6M | $11M | |
| Intangibles | $161M | $170M | $180M | $189M | $198M | $208M | $216M | $226M | $235M | $244M | $254M | $269M | $279M | $288M | $297M | $438M | |
| Total Assets | $37.32B | $31.33B | $30.73B | $30.66B | $30.15B | $29.69B | $29.16B | $28.95B | $27.97B | $27.68B | $27.11B | $26.40B | $26.55B | $26.83B | $20.87B | $21.19B | |
| Total Liabilities | $36.91B | $30.89B | $30.34B | $30.29B | $29.67B | $29.29B | $28.84B | $28.49B | $27.72B | $27.43B | $26.84B | $26.29B | $26.27B | $26.34B | $20.47B | $20.61B | |
| Long-term Debt | · | · | $358M | $390M | · | · | · | · | · | · | $411M | · | · | · | $399M | · | |
| Paid-in Capital | $981M | $984M | $978M | $927M | $959M | $961M | $954M | $953M | $952M | $951M | $947M | $941M | $936M | $927M | $888M | $876M | |
| Retained Earnings | $-634M | $-636M | $-654M | $-643M | $-634M | $-669M | $-699M | $-640M | $-724M | $-722M | $-714M | $-776M | $-710M | $-631M | $-634M | $-577M | |
| AOCI | $-285.0K | $-285.0K | $-285.0K | $-283.0K | $-283.0K | $-285.0K | $-276.0K | $-273.0K | $-296.0K | $-266.0K | $-249.0K | $-221.0K | $-254.0K | $-209.0K | $-273.0K | $-367.0K | |
| Stockholders' Equity | $407M | $438M | $396M | $366M | $473M | $395M | $316M | $456M | $251M | $256M | $272M | $104M | $274M | $490M | $405M | $575M | |
| Liabilities + Equity | $37.32B | $31.33B | $30.73B | $30.66B | $30.15B | $29.69B | $29.16B | $28.95B | $27.97B | $27.68B | $27.11B | $26.40B | $26.55B | $26.83B | $20.87B | $21.19B |
Flux de trésorerie 10
| 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 | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $12M | $10M | $-9M | $17M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | $9M | $-4M | $14M | |
| Operating Cash Flow | $-183M | $-131M | $-91M | $-150M | $-96M | $-92M | $-106M | $-81M | $-104M | $-132M | $-61M | $-126M | $-106M | $222M | $347M | $306M | |
| CapEx | · | · | · | · | · | · | · | · | · | $461.0K | · | · | · | $2M | · | $2M | |
| Investing Cash Flow | $-45M | $95M | $408M | $264M | $138M | $45M | $65M | $75M | $202M | $85M | $19M | $186M | $180M | $-227M | $-163M | $-430M | |
| Financing Cash Flow | $192M | $88M | $-394M | $52M | $-57M | $-4M | $123M | $-20M | $-95M | $66M | $-15M | $-125M | $-58M | $59M | $-286M | $-71M | |
| Net Change in Cash | $-36M | $52M | $-78M | $166M | $-15M | $-50M | $82M | $-26M | $3M | $19M | $-58M | $-65M | $16M | $54M | $-102M | $-195M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $21.0K | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $-133M | · | · | · | $220M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-161M | · | · | · | $190M | · | · |
Rentabilité 4
| 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 | 3.3% | 14.6% | · | -11.8% | 19.7% | 18.2% | · | 29.0% | -2.6% | -10.1% | · | 92.8% | 70.7% | 2.2% | · | -118.8% | |
| Pretax Margin | -113.7% | 30.2% | · | -35.3% | 46.2% | 49.3% | · | 71.8% | -4.8% | -21.1% | · | 245.0% | 200.0% | 41.2% | · | -428.5% | |
| ROA | 0.01% | 0.06% | · | -0.03% | 0.12% | 0.11% | · | 0.30% | -0.01% | -0.03% | · | -0.27% | -0.33% | 0.01% | · | -0.39% | |
| ROE | 0.47% | 4.2% | · | -2.3% | 9.6% | 9.3% | · | 30.1% | -0.80% | -2.0% | · | -19.3% | -13.9% | 0.40% | · | -5.6% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | -0.0 | -0.0 | 0.0 | · | 0.0 |
Valorisation (TTM) 4
| 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 | $441M | $544M | · | $714M | $712M | $609M | · | $373M | $-29M | $33M | · | $-79M | $-30M | $128M | · | $444M | |
| Net Income TTM | $45M | $73M | · | $140M | $147M | $105M | · | $9M | $-154M | $-149M | · | $-226M | $-201M | $-131M | · | $-112M | |
| P/E | 59.8 | 4.0 | · | 2.1 | 2.0 | 2.4 | · | -11.2 | -0.3 | -0.4 | · | -0.7 | -1.7 | -5.5 | · | -7.0 | |
| Earnings Yield | 1.7% | 25.1% | · | 48.1% | 50.4% | 41.6% | · | -8.9% | -356.6% | -234.1% | · | -138.8% | -57.7% | -18.3% | · | -14.3% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenu | $497M | $394M | $234M | $53M | — |
| Résultat net | $45M | $15M | $-80M | $-191M | — |
| BPA dilué | $3.74 | $1.18 | $-9.77 | $-3.12 | — |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | — | — | — | $1.40B | — |
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Détenteurs institutionnels (13F) 89 déclarants · $127.9M 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 |
|---|---|---|---|---|
| 25 (+6 vs T. préc.) | 11 (-1 vs T. préc.) | 26 (+1 vs T. préc.) | 19 (0 vs T. préc.) | +124K |
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 |
|---|---|---|---|---|
| COOPERMAN LEON G | $35 392 591 | 1 286 068 | 27,68% | Actions |
| Beach Point Capital Management LP | $25 534 074 | 927 837 | 19,97% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $7 734 193 | 281 039 | 6,05% | Actions |
| BRIGADE CAPITAL MANAGEMENT, LP | $7 718 700 | 280 476 | 6,04% | Actions |
| AMERICAN CENTURY COMPANIES INC | $4 810 111 | 174 786 | 3,76% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $3 369 521 | 122 439 | 2,64% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 153 792 | 114 600 | 2,47% | Option de vente |
| Purpose Unlimited Inc. | $3 027 778 | 110 021 | 2,37% | Actions |
| RBF Capital, LLC | $2 815 846 | 102 320 | 2,20% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $2 682 826 | 97 440 | 2,10% | Actions |
| PEAK6 LLC | $2 548 352 | 92 600 | 1,99% | Option d'achat |
| Corient IA LP | $2 518 080 | 91 500 | 1,97% | Actions |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2 453 903 | 89 168 | 1,92% | Actions |
| STATE STREET CORP | $2 016 776 | 73 284 | 1,58% | Actions |
| TWO SIGMA INVESTMENTS, LP | $1 962 176 | 71 300 | 1,53% | Actions |
| SEGALL BRYANT & HAMILL, LLC | $1 840 868 | 66 892 | 1,44% | Actions |
| CITADEL ADVISORS LLC | $1 720 000 | 62 500 | 1,35% | Option d'achat |
| CITADEL ADVISORS LLC | $1 596 160 | 58 000 | 1,25% | Option de vente |
| Prescott Group Capital Management, L.L.C. | $1 546 789 | 56 206 | 1,21% | Actions |
| AQR CAPITAL MANAGEMENT LLC | $1 268 012 | 46 076 | 0,99% | Actions |
| D. E. Shaw & Co., Inc. | $1 016 148 | 36 924 | 0,79% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $872 384 | 31 700 | 0,68% | Actions |
| MARSHALL WACE, LLP | $857 854 | 31 172 | 0,67% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $838 039 | 30 452 | 0,66% | Actions |
| TWO SIGMA ADVISERS, LP | $800 697 | 33 073 | 0,63% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $725 455 | 26 361 | 0,57% | Actions |
| GOLDMAN SACHS GROUP INC | $564 848 | 20 525 | 0,44% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $533 888 | 19 400 | 0,42% | Option d'achat |
| STATE OF WISCONSIN INVESTMENT BOARD | $502 488 | 18 259 | 0,39% | Actions |
| Cubist Systematic Strategies, LLC | $496 421 | 22 132 | 0,39% | Actions |
| AMERIPRISE FINANCIAL INC | $477 940 | 17 367 | 0,37% | Actions |
| FIRST TRUST ADVISORS LP | $468 335 | 17 018 | 0,37% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $427 276 | 15 526 | 0,33% | Actions |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $383 739 | 13 944 | 0,30% | Actions |
| UBS Group AG | $374 822 | 13 620 | 0,29% | Actions |
| XTX Topco Ltd | $295 620 | 10 742 | 0,23% | Actions |
| RAYMOND JAMES FINANCIAL INC | $284 832 | 10 350 | 0,22% | Actions |
| Bank of New York Mellon Corp | $252 358 | 9 170 | 0,20% | Actions |
| CANADA PENSION PLAN INVESTMENT BOARD | $250 432 | 9 100 | 0,20% | Actions |
| IMC-Chicago, LLC | $240 470 | 8 738 | 0,19% | Actions |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $240 250 | 8 730 | 0,19% | Actions |
| State of Wyoming | $212 922 | 7 737 | 0,17% | Actions |
| DEUTSCHE BANK AG\ | $106 117 | 3 856 | 0,08% | Actions |
| RHUMBLINE ADVISERS | $102 452 | 3 723 | 0,08% | Actions |
| NEW YORK STATE COMMON RETIREMENT FUND | $93 568 | 3 400 | 0,07% | Actions |
| Russell Investments Group, Ltd. | $89 027 | 3 235 | 0,07% | Actions |
| AlphaQuest LLC | $68 684 | 2 837 | 0,05% | Actions |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49 316 | 1 792 | 0,04% | Actions |
| Vanguard Global Advisers, LLC | $47 142 | 1 713 | 0,04% | Actions |
| BlackRock, Inc. | $46 646 | 1 695 | 0,04% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $46 619 | 1 694 | 0,04% | Actions |
| JPMORGAN CHASE & CO | $44 196 | 1 613 | 0,03% | Actions |
| CITIGROUP INC | $42 849 | 1 557 | 0,03% | Actions |
| Tower Research Capital LLC (TRC) | $42 051 | 1 528 | 0,03% | Actions |
| VANGUARD GROUP INC | $41 472 | 1 713 | 0,03% | Actions |
| Police & Firemen's Retirement System of New Jersey | $34 428 | 1 251 | 0,03% | Actions |
| MORGAN STANLEY | $30 822 | 1 120 | 0,02% | Actions |
| FMR LLC | $30 465 | 1 107 | 0,02% | Actions |
| GROUP ONE TRADING LLC | $27 300 | 992 | 0,02% | Actions |
| Arax Advisory Partners | $14 998 | 545 | 0,01% | Actions |
| Ameritas Investment Partners, Inc. | $12 467 | 453 | 0,01% | Actions |
| NORTHERN TRUST CORP | $12 384 | 450 | 0,01% | Actions |
| Legal & General Group Plc | $11 091 | 403 | 0,01% | Actions |
| BARCLAYS PLC | $8 725 | 317 | 0,01% | Actions |
| Integrated Wealth Concepts LLC | $4 957 | 180 | 0,00% | Actions |
| PNC Financial Services Group, Inc. | $4 651 | 169 | 0,00% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 565 | 275 | 0,00% | Actions |
| Allworth Financial LP | $4 073 | 148 | 0,00% | Actions |
| ROYAL BANK OF CANADA | $3 000 | 109 | 0,00% | Actions |
| IFP Advisors, Inc | $2 477 | 90 | 0,00% | Actions |
| Sterling Capital Management LLC | $2 312 | 84 | 0,00% | Actions |
| CWM, LLC | $1 411 | 85 | 0,00% | Actions |
| ROTHSCHILD INVESTMENT LLC | $798 | 29 | 0,00% | Actions |
| FIDUCIARY FINANCIAL ADVISORS | $688 | 25 | 0,00% | Actions |
| GAMMA Investing LLC | $688 | 25 | 0,00% | Actions |
| Bogart Wealth, LLC | $633 | 23 | 0,00% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $557 | 23 | 0,00% | Actions |
| LSV ASSET MANAGEMENT | $552 | 20 054 | 0,00% | Actions |
| Fortitude Family Office, LLC | $495 | 18 | 0,00% | Actions |
| EverSource Wealth Advisors, LLC | $413 | 15 | 0,00% | Actions |
| Farther Finance Advisors, LLC | $385 | 14 | 0,00% | Actions |
| True Wealth Design, LLC | $303 | 11 | 0,00% | Actions |
| Wealth Enhancement Trust Services, Inc. | $275 | 10 | 0,00% | Actions |
| SJS Investment Consulting Inc. | $221 | 8 | 0,00% | Actions |
| JPL Wealth Management, LLC | $83 | 3 | 0,00% | Actions |
| Transamerica Financial Advisors, LLC | $82 | 3 | 0,00% | Actions |
| Clearstead Advisors, LLC | $56 | 2 | 0,00% | Actions |
| WELLS FARGO & COMPANY/MN | $55 | 2 | 0,00% | Actions |
| Covestor Ltd | $1 | 51 | 0,00% | Actions |
Initiés de la société 15 initiés · 6 dirigeants · 4 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Graham Fleming | Chief Executive Officer | 7 novembre 2024 A | 346 797 | 0 | 0 | $0 |
| Patricia Cook | Chief Executive Officer | 1 avril 2022 M | 305 392 | 0 | 0 | $0 |
| Matthew A Engel | Chief Financial Officer | 7 novembre 2024 A | — | 0 | 0 | $0 |
| Johan Gericke | EVP, Chief Financial Officer | 1 avril 2022 A | 33 128 | 0 | 0 | $0 |
| Lauren Richmond | Chief Legal Officer | 7 novembre 2024 A | — | 0 | 0 | $0 |
| Tai A. Thornock | Chief Accounting Officer | 7 novembre 2024 A | 48 640 | 0 | 0 | $0 |
| Tyson Anwar Pratcher | Administrateur | 9 juin 2022 A | 18 691 | 0 | 0 | $0 |
| Norma Corio | Administrateur | 9 juin 2022 A | 18 691 | 0 | 0 | $0 |
| Lance West | Administrateur | 9 juin 2022 A | 18 691 | 0 | 0 | $0 |
| Edmond Safra | Détenteur de 10% | 16 mars 2026 P | 520 188 | 2 | 0 | $2 147 250 |
| COOPERMAN LEON G | Détenteur de 10% | 13 mars 2026 P | 1 267 718 | 38 | 0 | $5 009 025 |
| Jeremy Prahm | — | 10 août 2026 S | 179 856 | 0 | 6 | $-912 448 |
| Kristen N Sieffert | — | 3 août 2026 S | 125 512 | 0 | 3 | $-52 958 |
| Brian L Libman | — | 18 mai 2026 A | 35 344 | 0 | 0 | $0 |
| Robert Lord | — | 13 mai 2025 M | 22 280 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 4 participations
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 |
|---|---|---|---|---|---|
| Bloom Retirement Holdings Inc., Reza Jahangiri ×17 dépôts | 6 août 2026 | 9,49% | Amendement | — | SEC |
| BTO Urban Holdings L.L.C., Blackstone Tactical Opportunities Fund - NQ L.P., Blackstone Tactical Opportunities Fund II - NQ L.P., Blackstone Tactical Opportunities Fund - A (RA) - NQ L.P., Blackstone Tactical Opportunities Fund - I - NQ L.P., Blackstone Tactical Opportunities Fund - S - NQ L.P., Blackstone Tactical Opportunities Fund - C - NQ L.P., Blackstone Tactical Opportunities Fund - L - NQ L.P., Blackstone Tactical Opportunities Fund - O - NQ L.P., Blackstone Tactical Opportunities Fund - N - NQ L.P., Blackstone Tactical Opportunities Fund - U - NQ L.L.C., Blackstone Tactical Opportunities Fund II - C - NQ L.P., Blackstone Tactical Opportunities Fund - T - NQ L.P., BTAS NQ Holdings L.L.C., Blackstone Family Tactical Opportunities Investment Partnership SMD L.P., BTAS Associates - NQ L.L.C., Blackstone Family GP L.L.C., BTO Urban Holdings II L.P., Blackstone Tactical Opportunities Associates - NQ L.L.C., BTOA - NQ L.L.C., Blackstone Family Tactical Opportunities Investment Partnership - NQ - ESC L.P., BTO-NQ Side-by-Side GP L.L.C., Blackstone Holdings II L.P., Blackstone Holdings I/II GP L.L.C., Blackstone Inc., Blackstone Group Management L.L.C., Stephen A. Schwarzman ×12 dépôts | 3 mars 2026 | 0,00% | Amendement | — | SEC |
| Brian L. Libman, Libman Family Holdings, LLC ×11 dépôts | 3 mars 2026 | 50,81% | Amendement | — | SEC |
| 11 octobre 2023 | — | Dépôt initial | — | 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 24 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,02% | 13 355 SH | 8 août 2026 | Quotidien |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 145 606 NS | 31 mai 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 406 SH | 8 août 2026 | Quotidien |
| IWN · iShares Trust | 0,01% | 44 040 SH | 8 août 2026 | Quotidien |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 8 055 NS | 31 mai 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1 008 NS | 30 avril 2026 | N-PORT |
| IWM · iShares Trust | 0,00% | 134 882 SH | 8 août 2026 | Quotidien |
| DFAS · Dimensional ETF Trust | 0,00% | 26 028 NS | 30 avril 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,00% | 2 431 SH | 8 août 2026 | Quotidien |
| RSSL · Global X Funds | 0,00% | 1 996 NS | 30 avril 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 211 NS | 31 mai 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 165 NS | 31 mai 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 8 859 NS | 30 avril 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,00% | 5 042 NS | 30 avril 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 167 NS | 31 mai 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 970 NS | 30 avril 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 4 NS | 31 mai 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 2 189 NS | 31 mai 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 445 NS | 30 avril 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 1 663 NS | 30 avril 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 63 594 SH | 8 août 2026 | Quotidien |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 209 400 SH | 8 août 2026 | Quotidien |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 22 556 SH | 8 août 2026 | Quotidien |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 399 SH | 8 août 2026 | Quotidien |