FORR Forrester Research, Inc. - Common Stock

NASDAQ · Professional Services · Voir sur SEC EDGAR ↗
$11,70
Prix · Aoû 19, 2026
Données fondamentales au Aoû 6, 2026
Fourchette 52 semaines
$5–$12
92% of range
Note des analystes
HOLD
6 analysts
Objectif de cours
$12
+3% upside
P/E (TTM)
-1.9
ROE
-83.5%
Marge nette
-30.1%

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

Prix
$11.70
Capitalisation Boursière
$222M
P/E (TTM)
-1.9
BPA (TTM)
$-6.28
Revenus (TTM)
$397M
Rendement div.
—
ROE
-83.5%
Dette/Capitaux propres
0.3
Fourchette 52 semaines
$5 – $12

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

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

Revenus et bénéfice net $397M
10-point trend, +21.7%
2016-12-31 → 2025-12-31
BPA $-6.28
10-point trend, -747.4%
2016-12-31 → 2025-12-31
Flux de trésorerie libre $18M
10-point trend, -52.0%
2016-12-31 → 2025-12-31
Marges -30.1%
2-point trend, -5.2%
2018-12-31 → 2019-12-31

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

Métrique
Tendance sur 5 ans
FORR
Médiane des pairs
P/E (TTM)
5-point trend, -102.8%
-1.9
23.4
P/S (TTM)
5-point trend, -82.8%
0.6
1.6
P/B
5-point trend, -77.8%
1.8
3.7
EV / EBITDA
5-point trend, -104.0%
-1.7
—
Price / FCF (Cours / FCF)
5-point trend, -26.6%
12.3
—

Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC

Métrique
Tendance sur 5 ans
FORR
Médiane des pairs
Operating Margin (Marge d'exploitation)
5-point trend, -464.7%
-28.5%
—
Net Profit Margin (Marge nette)
5-point trend, -697.8%
-30.1%
2.3%
ROA
5-point trend, -801.1%
-26.3%
3.9%
ROE
5-point trend, -780.1%
-83.5%
9.8%
ROIC
5-point trend, -775.4%
-70.0%
—

Santé financière Dette, liquidité, solvabilité — solidité du bilan

Métrique
Tendance sur 5 ans
FORR
Médiane des pairs
Debt / Equity (Dette / Capitaux propres)
5-point trend, -24.8%
0.3
992.7
Current Ratio (Ratio de liquidité)
5-point trend, +2.7%
0.9
0.9
Quick Ratio (Ratio de liquidité réduite)
5-point trend, -26.7%
0.5
—

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
FORR
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
5-point trend, -19.7%
-8.2%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
5-point trend, -19.7%
-9.6%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
5-point trend, -19.7%
-2.4%
—
EPS YoY (BPA Année/Année)
5-point trend, -590.6%
-86.0%
—
Net Income YoY (Bénéfice net YoY)
5-point trend, -580.4%
-86.0%
—

Indicateurs par action BPA, valeur comptable par action, flux de trésorerie par action, dividende par action

Métrique
Tendance sur 5 ans
FORR
Médiane des pairs
EPS (Diluted) (BPA (Dilué))
5-point trend, -590.6%
$-6.28
—

Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances

Métrique
Tendance sur 5 ans
FORR
Médiane des pairs

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

Rendement du Dividende
—
Ratio de distribution
—
CAGR des dividendes sur 5 ans
—
Date ex-dividendeMontant
11 décembre 2018$0,2000
11 septembre 2018$0,2000
12 juin 2018$0,2000
6 mars 2018$0,2000
5 décembre 2017$0,1900
1 septembre 2017$0,1900
5 juin 2017$0,1900
27 février 2017$0,1900
5 décembre 2016$0,1800
2 septembre 2016$0,1800
6 juin 2016$0,1800
29 février 2016$0,1800
30 novembre 2015$0,1700
31 août 2015$0,1700
8 juin 2015$0,1700
2 mars 2015$0,1700
1 décembre 2014$0,1600
29 août 2014$0,1600
2 juin 2014$0,1600
3 mars 2014$0,1600

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

VENTE 6 analystes
  • Achat fort 0 0,0%
  • Achat 0 0,0%
  • Conserver 3 50,0%
  • Vente 1 16,7%
  • Vente forte 2 33,3%

Objectif de cours à 12 mois

1 analystes · 2026-08-16
Objectif médian $12.00 +2,6%
Objectif moyen $12.00 +2,6%

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

Surprise Moyenne
-0.02%
Période EPS Actual BPA est. Surprise
30 juin 2026 $0.40 $0.27 0.13%
31 mars 2026 $-0.04 $0.12 -0.16%
31 décembre 2025 $-0.04 $0.12 -0.16%
30 septembre 2025 $0.37 $0.31 0.06%
30 juin 2025 $0.51 $0.51 0.00%
31 mars 2025 $0.11 $0.08 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
FORR $154M -1.3 -8.2% -30.1% -83.5% —
SPIR — 5.0 -35.2% 71.7% 39.1% 40.8%
MG — 23.9 -0.77% 2.3% 7.8% 28.2%
RCMT — 9.3 14.7% — — —
FC — 81.5 -7.0% 1.1% 4.1% 76.2%
RGP $156M -3.7 -18.0% -9.0% -22.3% 37.5%
WFCF — 38.3 -3.3% — — —

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

Compte de résultat 16
Données annuelles Compte de résultat pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +21.7% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M · ·
Cost of Revenue 12-point trend, +42.3% $171M $183M $204M $224M $202M $162M $178M $129M $119M $112M $110M $120M
Gross Profit 6-point trend, +45.3% · · · · · · $279M $229M $219M $214M $204M $192M
SG&A Expense 12-point trend, +28.6% $218M $233M $254M $279M $258M $245M $253M $201M $191M $181M $179M $170M
Operating Expenses 12-point trend, +73.6% $510M $432M $474M $505M $456M $433M $463M $335M $310M $295M $295M $294M
Operating Income 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $-16M $1M $22M $28M $31M $19M $18M
Interest Expense 4-point trend, -69.4% · · · $2M $4M $5M $8M · · · · ·
Other Non-op 12-point trend, +708.6% $4M $4M $2M $222.0K $-1M $-374.0K $-515.0K $674.0K $301.0K $740.0K $511.0K $464.0K
Pretax Income 12-point trend, -749.4% $-119M $3M $6M $31M $33M $13M $-10M $24M $27M $31M $19M $18M
Income Tax 12-point trend, -100.7% $-49.0K $8M $3M $9M $8M $3M $-29.0K $8M $12M $13M $7M $8M
Net Income 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
EPS (Basic) 12-point trend, -1182.8% $-6.28 $-0.30 $0.16 $1.15 $1.30 $-0.53 $0.52 $0.85 $0.84 $0.98 $0.67 $0.58
EPS (Diluted) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Shares (Basic) 12-point trend, +1.6% 19,017,000 19,094,000 19,183,000 18,967,000 19,110,000 18,827,000 18,492,000 18,091,000 17,919,000 17,984,000 17,927,000 18,713,000
Shares (Diluted) 12-point trend, +0.1% 19,017,000 19,094,000 19,258,000 19,172,000 19,357,000 18,935,000 18,492,000 18,380,000 18,240,000 18,269,000 18,143,000 19,007,000
EBITDA 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $16M $-1M $22M $28M $31M $19M $18M
Bilan 28
Données annuelles Bilan pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +27.6% $63M $56M $73M $104M $116M $90M $68M $140M $80M $77M $53M $50M
Short-term Investments 2-point trend, -13.0% · · · · · · · · · · $48M $55M
Receivables 12-point trend, -24.6% $51M $55M $59M $73M $87M $85M $85M $67M $70M $59M $67M $67M
Prepaid Expense 12-point trend, -45.6% $12M $18M $9M $14M $19M $19M $19M $13M $19M $14M $16M $22M
Current Assets 12-point trend, +2.3% $213M $201M $216M $235M $269M $217M $192M $236M $237M $223M $198M $208M
PP&E (Net) 12-point trend, -65.1% $11M $12M $19M $23M $28M $27M $30M $22M $25M $24M $28M $32M
PP&E (Gross) 12-point trend, -8.7% $68M $74M $83M $89M $98M $95M $92M $85M $84M $77M $76M $75M
Accum. Depreciation 12-point trend, +34.0% $57M $62M $64M $66M $70M $68M $63M $63M $59M $54M $49M $42M
Goodwill 12-point trend, +57.0% $120M $228M $244M $242M $245M $247M $244M $85M $76M $73M $74M $77M
Intangibles 12-point trend, +453.8% $19M $27M $38M $50M $63M $78M $97M $5M $732.0K $1M $2M $3M
Other Non-current Assets 12-point trend, -16.9% $10M $8M $7M $8M $10M $6M $7M $5M $6M $14M $17M $12M
Total Assets 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Accounts Payable 12-point trend, -8.8% $832.0K $965.0K $2M $361.0K $840.0K $657.0K $505.0K $588.0K $217.0K $2M $525.0K $912.0K
Accrued Liabilities 12-point trend, +72.3% $62M $58M $81M $91M $98M $77M $80M $54M $50M $41M $41M $36M
Current Liabilities 12-point trend, +32.1% $240M $204M $240M $269M $312M $270M $269M $190M $195M $177M $182M $182M
Capital Leases 7-point trend, -56.0% $30M $25M $38M $51M $65M $70M $67M · · · · ·
Deferred Tax 7-point trend, +5963.9% $6M · · · · · $23M $969.0K $408.0K $100.0K $200.0K $97.0K
Other Non-current Liabilities 10-point trend, -26.9% $2M $11M $11M $17M $24M $23M $24M $12M · · $3M $3M
Total Liabilities 12-point trend, +45.2% $278M $274M $324M $387M $476M $458M $481M $202M $204M $186M $192M $191M
Long-term Debt 5-point trend, -73.2% $35M $35M · · $75M $108M $131M · · · · ·
Total Debt 7-point trend, -73.2% $35M $35M $35M $50M $75M $108M $131M · · · · ·
Common Stock 12-point trend, +22.0% $255.0K $251.0K $247.0K $244.0K $241.0K $236.0K $233.0K $230.0K $224.0K $217.0K $211.0K $209.0K
Retained Earnings 12-point trend, -55.2% $53M $172M $178M $175M $153M $128M $118M $128M $123M $122M $117M $117M
Treasury Stock 12-point trend, +131.3% $230M $227M $211M $207M $192M $172M $172M $172M $162M $122M $120M $99M
AOCI 12-point trend, +32.2% $-1M $-8M $-5M $-8M $-3M $-690.0K $-5M $-5M $-2M $-8M $-5M $-2M
Stockholders' Equity 12-point trend, -10.6% $127M $230M $240M $222M $204M $186M $158M $152M $141M $150M $127M $142M
Liabilities + Equity 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Shares Outstanding 12-point trend, +4.7% 19,013,000 18,838,000 19,248,000 19,062,000 19,058,000 19,017,000 18,644,000 18,320,000 18,041,000 18,361,000 17,752,000 18,153,000
Flux de trésorerie 15
Données annuelles Flux de trésorerie pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +64.6% $12M $14M $15M $15M $10M $11M $12M $8M $8M $8M $8M $7M
Deferred Tax 12-point trend, +47.8% $-4M $-58.0K $-5M $-7M $-275.0K $-2M $-4M $3M $6M $3M $-985.0K $-8M
Amort. of Intangibles 12-point trend, +302.8% $9M $10M $12M $13M $15M $20M $23M $1M $781.0K $831.0K $891.0K $2M
Restructuring 3-point trend, -43.5% · · · · · · · · · $1M $4M $2M
Operating Cash Flow 12-point trend, -26.8% $21M $-4M $22M $39M $107M $48M $48M $38M $37M $44M $34M $29M
CapEx 12-point trend, +98.7% $3M $3M $5M $6M $11M $9M $12M $5M $8M $4M $4M $2M
Investing Cash Flow 10-point trend, +21.3% $-14M $5M $-37M $-7M $-29M $-5M $250M $40M $-970.0K $-18M · ·
Stock Repurchased 12-point trend, -96.5% $3M $16M $4M $15M $20M $0 $0 $10M $40M $2M $21M $73M
Net Stock Activity 10-point trend, +96.5% $-3M $-16M $-4M $-15M $-20M · · $-10M $-40M $-2M $-21M $-73M
Dividends Paid 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M
Financing Cash Flow 10-point trend, -2173.5% $-3M $-16M $-18M $-39M $-49M $-24M $129M $-14M $-38M $-113.0K · ·
Net Change in Cash 12-point trend, +130.2% $7M $-17M $-31M $-12M $27M $21M $-71M $61M $3M $24M $4M $-24M
Taxes Paid 12-point trend, -49.0% $7M $9M $11M $9M $10M $3M $4M $4M $10M $9M $6M $14M
Free Cash Flow 12-point trend, -33.7% $18M $-7M $16M $34M $96M $39M $37M $33M $30M $38M $29M $27M
Levered FCF 4-point trend, +12.4% · · · $32M $93M $35M $28M · · · · ·
Rentabilité 8
Données annuelles Rentabilité pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Gross Margin 2-point trend, -5.2% · · · · · · 60.5% 63.7% · · · ·
Operating Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
Net Margin 8-point trend, -799.3% -30.1% -1.3% 0.63% 4.0% 5.0% 2.2% -2.1% 4.3% · · · ·
Pretax Margin 8-point trend, -557.3% -30.1% 0.61% 1.3% 5.7% 6.7% 2.9% -2.1% 6.6% · · · ·
EBITDA Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
ROA 12-point trend, -988.2% -26.3% -1.1% 0.52% 3.4% 3.8% 1.6% -1.9% 4.4% 4.5% 5.4% 3.7% 3.0%
ROE 12-point trend, -1428.8% -83.5% -2.5% 1.3% 10.0% 12.3% 5.5% -6.3% 10.3% 10.4% 12.7% 8.9% 6.3%
ROIC 12-point trend, -1021.6% -70.0% -0.61% 1.2% 8.5% 10.4% 4.3% -0.37% 9.7% 10.8% 11.8% 9.2% 7.6%
Liquidité et Solvabilité 5
Données annuelles Liquidité et Solvabilité pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -22.6% 0.9 1.0 0.9 0.9 0.9 0.8 0.7 1.2 1.2 1.3 1.1 1.1
Quick Ratio 12-point trend, -49.7% 0.5 0.5 0.5 0.7 0.6 0.6 0.6 1.1 0.8 0.8 0.9 0.9
Debt / Equity 7-point trend, -66.5% 0.3 0.2 0.1 0.2 0.4 0.6 0.8 · · · · ·
LT Debt / Equity 7-point trend, -100.0% 0.0 0.2 0.1 0.2 0.4 0.5 0.8 · · · · ·
Interest Coverage 4-point trend, +10039.0% · · · 13.3 9.2 3.0 -0.1 · · · · ·
Efficacité 2
Données annuelles Efficacité pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -14.6% 0.9 0.8 0.8 0.8 0.7 0.7 0.9 1.0 · · · ·
Receivables Turnover 8-point trend, +43.4% 7.5 7.6 7.3 6.7 5.8 5.3 6.1 5.2 · · · ·
Par action 7
Données annuelles Par action pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -14.7% $6.65 $12.18 $12.48 $11.63 $10.70 $9.77 $8.48 $8.28 $7.83 $8.17 $7.17 $7.80
Revenue / Share 8-point trend, +7.3% $20.87 $22.65 $24.97 $28.05 $25.54 $23.71 $24.97 $19.45 · · · ·
Cash Flow / Share 12-point trend, -26.8% $1.11 $-0.20 $1.13 $2.06 $5.53 $2.52 $2.62 $2.09 $2.06 $2.29 $1.79 $1.51
Cash / Share 12-point trend, +21.8% $3.33 $2.98 $3.79 $5.44 $6.07 $4.75 $3.64 $7.66 $4.42 $4.19 $3.00 $2.74
Dividend / Share 5-point trend, +25.0% · · · · · · · $1 $1 $1 $1 $1
Dividend Paid / Share · · · · · · · · · · · $0
EPS (TTM) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Taux de croissance 7
Données annuelles Taux de croissance pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -181.5% -8.2% -10.1% -10.6% 8.8% 10.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -516.9% -9.6% -4.4% 2.3% · · · · · · · · ·
Revenue CAGR 5Y -2.4% · · · · · · · · · · ·
EPS YoY 3-point trend, -160.7% · · -86.0% -10.9% 141.5% · · · · · · ·
EPS CAGR 3Y · · -32.9% · · · · · · · · ·
Net Income YoY 3-point trend, -157.8% · · -86.0% -12.2% 148.7% · · · · · · ·
Net Income CAGR 3Y · · -32.7% · · · · · · · · ·
Valorisation (TTM) 16
Données annuelles Valorisation (TTM) pour FORR
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +34.9% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M $294M $294M
Net Income TTM 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
Market Cap 12-point trend, -78.4% $154M $295M $516M $682M $1.12B $797M $777M $819M $797M $789M $506M $715M
Enterprise Value 7-point trend, -85.0% $126M $274M $478M $628M $1.08B $814M $840M · · · · ·
P/E 12-point trend, -101.9% -1.3 -52.2 167.6 31.4 45.9 79.1 80.2 53.2 53.3 44.3 43.2 69.1
P/S 12-point trend, -84.0% 0.4 0.7 1.1 1.3 2.3 1.8 1.7 2.3 2.4 2.4 1.7 2.4
P/B 12-point trend, -75.8% 1.2 1.3 2.1 3.1 5.5 4.3 4.9 5.4 5.6 5.3 4.0 5.0
P / Cash Flow 12-point trend, -70.5% 7.3 -76.5 23.8 17.3 10.5 16.7 16.1 21.3 21.3 18.8 15.6 24.8
P / FCF 12-point trend, -67.4% 8.5 -40.7 31.9 20.2 11.6 20.5 21.3 24.5 26.9 20.9 17.7 26.2
EV / EBITDA 7-point trend, +99.9% -1.1 370.4 70.7 19.2 27.9 50.3 -781.5 · · · · ·
EV / FCF 7-point trend, -69.7% 7.0 -37.8 29.6 18.6 11.2 21.0 23.0 · · · · ·
EV / Revenue 7-point trend, -82.5% 0.3 0.6 1.0 1.2 2.2 1.8 1.8 · · · · ·
Dividend Yield 5-point trend, +6.0% · · · · · · · 1.8% 1.7% 1.7% 2.4% 1.7%
Earnings Yield 12-point trend, -5433.8% -77.3% -1.9% 0.60% 3.2% 2.2% 1.3% 1.2% 1.9% 1.9% 2.3% 2.3% 1.5%
Payout Ratio 5-point trend, -14.4% · · · · · · · 94.3% 90.0% 73.6% 101.5% 110.1%
Annual Payout 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M

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

Compte de résultat
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $397M$432M$481M$538M$494M
Marge d'exploitation % -28.5%0.17%1.4%6.1%7.8%
Résultat net $-119M$-6M$3M$22M$25M
BPA dilué $-6.28$-0.30$0.16$1.14$1.28
Bilan
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dette / Capitaux propres 0.30.20.10.20.4
Ratio de liquidité 0.91.00.90.90.9
Ratio de liquidité réduite 0.50.50.50.70.6
Flux de trésorerie
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flux de trésorerie libre $18M$-7M$16M$34M$96M

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Détenteurs institutionnels (13F) 104 déclarants · $72.3M 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
24 (+8 vs T. préc.) 20 (-3 vs T. préc.) 32 (-2 vs T. préc.) 32 (+4 vs T. préc.) +509K

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
Portolan Capital Management, LLC $13 657 209 1 623 925 18,90% Actions
Nantahala Capital Management, LLC $6 420 581 763 446 8,88% Actions
FIRST MANHATTAN CO. LLC. $6 307 500 750 000 8,73% Actions
Pacific Ridge Capital Partners, LLC $5 931 943 705 344 8,21% Actions
VANGUARD CAPITAL MANAGEMENT LLC $4 208 322 500 395 5,82% Actions
RENAISSANCE TECHNOLOGIES LLC $3 517 112 418 206 4,87% Actions
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3 083 854 366 689 4,27% Actions
AQR CAPITAL MANAGEMENT LLC $2 931 667 348 593 4,06% Actions
Quantinno Capital Management LP $2 432 130 289 195 3,37% Actions
Ancora Advisors LLC $2 269 783 269 891 3,14% Actions
ArrowMark Colorado Holdings LLC $1 949 505 231 808 2,70% Actions
DIMENSIONAL FUND ADVISORS LP $1 615 368 192 077 2,23% Actions
GEODE CAPITAL MANAGEMENT, LLC $1 206 180 143 387 1,67% Actions
TWO SIGMA INVESTMENTS, LP $1 111 819 132 202 1,54% Actions
Nierenberg Investment Management Company, LLC $1 102 635 131 110 1,53% Actions
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1 039 619 123 617 1,44% Actions
TWO SIGMA ADVISERS, LP $859 932 105 903 1,19% Actions
KESTREL INVESTMENT MANAGEMENT CORP $769 515 91 500 1,06% Actions
Trexquant Investment LP $646 864 76 916 0,89% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $626 974 74 551 0,87% Actions
VANGUARD FIDUCIARY TRUST CO $588 835 70 016 0,81% Actions
Qube Research & Technologies Ltd $580 223 68 992 0,80% Actions
MORGAN STANLEY $577 885 68 714 0,80% Actions
MARSHALL WACE, LLP $554 867 65 977 0,77% Actions
STATE STREET CORP $548 441 65 213 0,76% Actions
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $545 422 64 854 0,75% Actions
JANE STREET GROUP, LLC $494 247 58 769 0,68% Actions
Russell Investments Group, Ltd. $389 499 46 313 0,54% Actions
MILLENNIUM MANAGEMENT LLC $368 013 43 759 0,51% Actions
AMERIPRISE FINANCIAL INC $336 947 40 065 0,47% Actions
MERCER GLOBAL ADVISORS INC /ADV $324 441 38 578 0,45% Actions
HSBC HOLDINGS PLC $322 002 38 425 0,45% Actions
FEDERATED HERMES, INC. $305 165 36 286 0,42% Actions
BANK OF AMERICA CORP /DE/ $296 057 35 203 0,41% Actions
BARCLAYS PLC $277 168 32 957 0,38% Actions
VANGUARD PORTFOLIO MANAGEMENT LLC $275 781 32 792 0,38% Actions
NORTHERN TRUST CORP $239 416 28 468 0,33% Actions
IEQ CAPITAL, LLC $227 406 27 040 0,31% Actions
Vanguard Personalized Indexing Management, LLC $226 170 26 893 0,31% Actions
Aster Capital Management (DIFC) Ltd $215 380 25 610 0,30% Actions
Bank of New York Mellon Corp $212 723 25 294 0,29% Actions
BlackRock, Inc. $208 736 24 820 0,29% Actions
XTX Topco Ltd $198 972 23 659 0,28% Actions
Cubist Systematic Strategies, LLC $190 249 17 948 0,26% Actions
D. E. Shaw & Co., Inc. $179 881 21 389 0,25% Actions
GOLDMAN SACHS GROUP INC $170 303 20 250 0,24% Actions
Inscription Capital, LLC $166 989 19 856 0,23% Actions
Mariner, LLC $156 183 18 571 0,22% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $136 420 13 642 0,19% Actions
Squarepoint Ops LLC $132 264 15 727 0,18% Actions
OPPENHEIMER ASSET MANAGEMENT INC. $131 802 15 672 0,18% Actions
PNC Financial Services Group, Inc. $126 705 15 066 0,18% Actions
Focus Partners Wealth $109 548 13 026 0,15% Actions
Steward Partners Investment Advisory, LLC $101 185 12 032 0,14% Actions
AMERICAN CENTURY COMPANIES INC $98 548 11 718 0,14% Actions
Arax Advisory Partners $84 764 10 079 0,12% Actions
FMR LLC $80 660 9 591 0,11% Actions
Versant Capital Management, Inc $70 308 8 360 0,10% Actions
CWM, LLC $52 802 9 329 0,07% Actions
RHUMBLINE ADVISERS $51 594 6 135 0,07% Actions
Vanguard Global Advisers, LLC $34 052 4 049 0,05% Actions
VANGUARD GROUP INC $32 878 4 049 0,05% Actions
BNP PARIBAS FINANCIAL MARKETS $30 091 3 578 0,04% Actions
Clear Street Group Inc. $26 189 3 114 0,04% Actions
ELKHORN PARTNERS LIMITED PARTNERSHIP $25 230 3 000 0,03% Actions
GAMMA Investing LLC $12 674 1 507 0,02% Actions
Integrated Wealth Concepts LLC $9 733 1 157 0,01% Actions
SEI INVESTMENTS CO $6 970 827 0,01% Actions
SIMPLEX TRADING, LLC $6 433 765 0,01% Actions
Tieton Capital Management, LLC $6 370 757 476 0,01% Actions
Allworth Financial LP $5 677 675 0,01% Actions
Essential Partners LLC $5 475 651 0,01% Actions
Nuveen Asset Management, LLC $4 341 277 0,01% Actions
ACADIAN ASSET MANAGEMENT LLC $3 609 429 610 0,00% Actions
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3 504 619 0,00% Actions
Invesco Ltd. $2 658 316 0,00% Actions
OSAIC HOLDINGS, INC. $2 463 293 0,00% Actions
US BANCORP \DE\ $2 313 275 0,00% Actions
JPMORGAN CHASE & CO $1 827 217 0,00% Actions
Physician Wealth Advisors, Inc. $1 489 177 0,00% Actions
IFP Advisors, Inc $1 346 160 0,00% Actions
Farther Finance Advisors, LLC $1 279 152 0,00% Actions
True Wealth Design, LLC $1 178 140 0,00% Actions
ROTHSCHILD INVESTMENT LLC $1 076 128 0,00% Actions
Fortitude Family Office, LLC $1 034 123 0,00% Actions
Rialto Wealth Management, LLC $665 79 0,00% Actions
GSA CAPITAL PARTNERS LLP $541 64 275 0,00% Actions
PRICE T ROWE ASSOCIATES INC /MD/ $461 54 743 0,00% Actions
COOPER CREEK PARTNERS MANAGEMENT LLC $393 46 779 0,00% Actions
Transamerica Financial Advisors, LLC $311 37 0,00% Actions
EverSource Wealth Advisors, LLC $235 28 0,00% Actions
UBS Group AG $235 28 0,00% Actions
Sunbelt Securities, Inc. $209 37 0,00% Actions
WELLS FARGO & COMPANY/MN $168 20 0,00% Actions
SJS Investment Consulting Inc. $135 16 0,00% Actions
Caitong International Asset Management Co., Ltd $93 11 0,00% Actions
Wealth Enhancement Trust Services, Inc. $93 11 0,00% Actions
Optiver Holding B.V. $50 6 0,00% Actions
NISA INVESTMENT ADVISORS, LLC $50 6 0,00% Actions
Clearstead Advisors, LLC $17 2 0,00% Actions

Initiés de la société 57 initiés · 42 dirigeants · 15 administrateurs

Dirigeant Rôle Dernière activité Actions détenues Achats 12m Ventes 12m Net 12m
George F Colony Chairman and CEO 13 juin 2024 G 544 798 0 0 $0
Leo Christian Finn Chief Financial Officer 1 avril 2026 A 41 476 0 0 $0
Michael A Doyle Chief Financial Officer 15 décembre 2020 M 44 429 0 0 $0
Warren Hadley Chief Financial Officer 15 juin 2006 M 5 667 0 0 $0
Dennis Van Lingen President, EMEA 3 août 2015 A 3 383 0 0 $0
Robert W Davidson President, Europe 28 avril 2006 M 0 0 0 $0
Charles Rutstein Chief Operating Officer 10 septembre 2012 M 2 125 0 0 $0
Christophe Favre Chief Sales Officer 1 août 2026 M 14 071 0 0 $0
Andrew Cox Chief Marketing Officer 1 août 2026 M 5 675 0 0 $0
Michael Facemire Chief Technology Officer 1 août 2026 M 8 109 0 0 $0
Scott Chouinard Chief Accounting Officer 1 août 2026 M 15 264 0 0 $0
Jobina Gonsalves Chief People Officer 1 juin 2026 M 10 230 0 0 $0
Sharyn Leaver Chief Research Officer 1 avril 2026 A 28 804 0 0 $0
Ryan Darrah Chief Legal Officer 1 avril 2026 A 32 244 0 0 $0
Nathaniel Swan Chief Sales Officer 1 avril 2025 A 9 666 0 0 $0
Shirley Macbeth Chief Marketing Officer 1 août 2024 M 14 020 0 0 $0
Steven P. Peltzman CBTO 1 août 2024 M 21 067 0 0 $0
Michael Kasparian Chief Information Officer 1 juin 2024 M 17 169 0 0 $0
Sarah Le Roy Chief People Officer 1 mai 2023 M 1 603 0 0 $0
Alicia Lee Chief Consulting Officer 15 décembre 2022 S 5 407 0 0 $0
Kelley Hippler Chief Sales Officer 12 août 2022 M 28 346 0 0 $0
Sherri Kottmann Chief People Officer 2 août 2021 A 5 112 0 0 $0
Mack Brothers Chief Product Officer 1 août 2019 A 21 917 0 0 $0
Victor Milligan Chief Marketing Officer 1 août 2019 A 14 297 0 0 $0
Cliff Condon Chief Research Officer 1 septembre 2018 M 23 415 0 0 $0
Lucia Luce Quinn Chief People Officer 3 août 2018 M 21 814 0 0 $0
Michael Morhardt Chief Sales Officer 8 juin 2017 S 5 176 0 0 $0
MANN GAIL Chief Legal Officer 16 novembre 2016 M 6 136 0 0 $0
Thomas R. Pohlmann Officer 3 juin 2014 M 1 114 0 0 $0
Ellen Daley Managing Director, Tech. Ind. 3 juin 2013 A 656 0 0 $0
Gregory Nelson Chief Sales Officer 14 mai 2012 A 641 0 0 $0
Elizabeth A Lemons Chief People Officer 14 mai 2012 A 0 0 0 $0
Dwight Griesman Chief Marketing Officer 14 février 2012 M 264 0 0 $0
Mark R Nemec Managing Director, Tech. Ind. 1 juillet 2011 A 0 0 0 $0
George Orlov Chief Technology Officer 27 mai 2011 M 0 0 0 $0
Julie H Meringer Managing Director, IT 6 décembre 2010 M 1 300 0 0 $0
Brian Kardon Chief Marketing Officer 5 décembre 2007 M 3 714 0 0 $0
Daniel Mahoney Chief Research Officer 14 décembre 2006 M 3 650 0 0 $0
Timothy Riley Chief People Officer 22 août 2006 M 0 0 0 $0
Richard Belanger Chief Technology Officer 8 novembre 2004 S 0 0 0 $0
Tahar Bouhafs Managing Director 3 novembre 2004 M 0 0 0 $0
Emily Nagle Green Managing Director 27 octobre 2003 M 16 136 0 0 $0
Neil Bradford Administrateur 1 juin 2026 F 45 602 0 0 $0
Cory Munchbach Administrateur 12 mai 2026 A 22 737 0 0 $0
Robert Paul Bennett Administrateur 12 mai 2026 A 27 305 0 0 $0
Anthony J Friscia Administrateur 12 mai 2026 A 41 938 0 0 $0
Warren N Romine Administrateur 12 mai 2026 A 29 702 0 0 $0
David Boyce Administrateur 3 juin 2024 A 20 362 0 0 $0
Yvonne Wassenaar Administrateur 3 juin 2024 A 26 423 0 0 $0
Robert Galford Administrateur 3 juin 2024 A 27 226 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
P2 Capital Partners, LLC, P2 Capital Master Fund I, L.P., P2 Capital Master Fund VI, L.P., P2 Capital Master Fund XII, L.P., Claus Moller ×7 dépôts 1 mars 2017 — 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 17 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
FSCC · Federated Hermes ETF Trust 0,09% 34 139 NS 31 mai 2026 N-PORT
IWC · iShares Trust 0,03% 40 637 SH 8 août 2026 Quotidien
GSSC · Goldman Sachs ETF Trust 0,01% 17 080 NS 31 mai 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 12 849 SH 8 août 2026 Quotidien
AVSC · AMERICAN CENTURY ETF TRUST 0,00% 11 718 NS 31 mai 2026 N-PORT
DFAS · Dimensional ETF Trust 0,00% 65 328 NS 30 avril 2026 N-PORT
RSSL · Global X Funds 0,00% 5 162 NS 30 avril 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,00% 30 470 NS 31 mai 2026 N-PORT
ITWO · ProShares Trust 0,00% 539 NS 31 mai 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,00% 57 881 NS 31 mai 2026 N-PORT
UWM · ProShares Trust 0,00% 421 NS 31 mai 2026 N-PORT
URTY · ProShares Trust 0,00% 426 NS 31 mai 2026 N-PORT
HDG · ProShares Trust 0,00% 11 NS 31 mai 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 7 000 NS 31 mai 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 135 053 SH 8 août 2026 Quotidien
VTI · VANGUARD INDEX FUNDS 0,00% 351 436 SH 8 août 2026 Quotidien
VIS · VANGUARD WORLD FUND 0,00% 15 003 SH 8 août 2026 Quotidien