LAZ Lazard, Inc. Common Stock
$43,18
Prix · Aoû 18, 2026
Données fondamentales au Jul 28, 2026
Fourchette 52 semaines
$39–$59
22% of range
Note des analystes
HOLD
15 analysts
Objectif de cours
$47
+10% upside
P/E (TTM)
22.4
ROE
31.4%
Marge nette
7.4%
LAZ Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$43.18
Capitalisation Boursière
—
P/E (TTM)
22.4
BPA (TTM)
$2.17
Revenus (TTM)
$3.19B
Rendement div.
—
ROE
31.4%
Dette/Capitaux propres
—
Fourchette 52 semaines
$39 – $59
LAZ 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
$3.19B
2016-12-31
→
2025-12-31
BPA
$2.17
2016-12-31
→
2025-12-31
Flux de trésorerie libre
$487M
2016-12-31
→
2025-12-31
Marges
7.4%
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
LAZ
Médiane des pairs
P/E (TTM)
22.4
20.7
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
LAZ
Médiane des pairs
Operating Margin (Marge d'exploitation)
10.3%
—
Net Profit Margin (Marge nette)
7.4%
12.2%
ROA
4.9%
4.8%
ROE
31.4%
20.9%
ROIC
28.7%
—
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
LAZ
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
LAZ
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
1.5%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
3.7%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
3.8%
—
EPS YoY (BPA Année/Année)
-19.0%
—
Net Income YoY (Bénéfice net YoY)
-15.4%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
LAZ
Médiane des pairs
Payout Ratio (Ratio de distribution)
78.8%
—
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
Rendement du Dividende
—
Ratio de distribution
78.8%
CAGR des dividendes sur 5 ans
—
| Date ex-dividende | Montant |
|---|---|
| 3 août 2026 | $0,5000 |
| 11 mai 2026 | $0,5000 |
| 9 février 2026 | $0,5000 |
| 3 novembre 2025 | $0,5000 |
| 4 août 2025 | $0,5000 |
| 5 mai 2025 | $0,5000 |
| 10 février 2025 | $0,5000 |
| 8 novembre 2024 | $0,5000 |
| 5 août 2024 | $0,5000 |
| 3 mai 2024 | $0,5000 |
| 9 février 2024 | $0,5000 |
| 3 novembre 2023 | $0,5000 |
| 4 août 2023 | $0,5000 |
| 5 mai 2023 | $0,5000 |
| 10 février 2023 | $0,5000 |
| 4 novembre 2022 | $0,5000 |
| 5 août 2022 | $0,5000 |
| 6 mai 2022 | $0,4700 |
| 11 février 2022 | $0,4700 |
| 5 novembre 2021 | $0,4700 |
LAZ Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
15 analystes
- Achat fort 3 20,0%
- Achat 4 26,7%
- Conserver 6 40,0%
- Vente 2 13,3%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
8 analystes · 2026-08-13
Médiane
$44.50
Moyenne
$47.38
Maintenant
$43.18
Bas
$42.00
Haut
$60.00
Objectif médian
$44.50
+3,1%
Objectif moyen
$47.38
+9,7%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
0.03%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.12 | $0.36 | -0.24% |
| 31 mars 2026 | $0.42 | $0.51 | -0.09% |
| 31 décembre 2025 | $0.80 | $0.70 | 0.10% |
| 30 septembre 2025 | $0.56 | $0.46 | 0.10% |
| 30 juin 2025 | $0.52 | $0.40 | 0.12% |
| 31 mars 2025 | $0.56 | $0.38 | 0.18% |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 13
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B | $2.65B | $2.67B | $2.88B | $2.70B | $2.38B | $2.40B | $2.36B | |
| Operating Expenses | $2.77B | $2.67B | $2.60B | $2.26B | $2.47B | $2.06B | $2.19B | $2.15B | $1.82B | $1.82B | $2.37B | $1.78B | |
| Operating Income | $328M | $386M | $-80M | $517M | $724M | $502M | $393M | $681M | $825M | $517M | $-17M | $519M | |
| Interest Expense | · | $88M | $78M | $82M | $81M | $81M | $80M | $58M | $54M | $50M | $51M | $63M | |
| Interest Income | $38M | $54M | $42M | $29M | $6M | $6M | $16M | $13M | $7M | $5M | $5M | $5M | |
| Pretax Income | $328M | $386M | $-80M | · | · | · | · | · | · | · | · | · | |
| Income Tax | $77M | $100M | $-23M | $124M | $181M | $99M | $95M | $148M | $566M | $124M | $-1.01B | $85M | |
| Net Income | $237M | $280M | $-75M | $358M | $528M | $402M | $286M | $527M | $254M | $388M | $986M | $427M | |
| EPS (Basic) | $2.37 | $2.93 | $-0.90 | $3.68 | $4.90 | $3.69 | $2.57 | $4.43 | $2.09 | $3.11 | $7.87 | $3.49 | |
| EPS (Diluted) | $2.17 | $2.68 | $-0.90 | $3.51 | $4.63 | $3.54 | $2.44 | $4.06 | $1.91 | $2.92 | $7.40 | $3.20 | |
| Shares (Basic) | 97,479,092 | 93,139,352 | 88,993,985 | 95,664,129 | 106,035,808 | 106,862,739 | 110,189,862 | 119,006,531 | 121,573,442 | 124,770,401 | 125,366,272 | 122,351,836 | |
| Shares (Diluted) | 106,338,079 | 102,392,171 | 88,993,985 | 100,997,674 | 113,674,699 | 113,483,380 | 116,079,806 | 129,767,592 | 132,479,728 | 132,633,630 | 133,244,546 | 133,813,123 | |
| EBITDA | $362M | $423M | $-37M | $559M | $762M | $537M | $428M | $715M | $857M | $551M | $16M | $554M |
Bilan 17
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.47B | $1.31B | $971M | $1.23B | $1.47B | $1.39B | $1.23B | $1.25B | $1.48B | $1.16B | $1.13B | $1.07B | |
| PP&E (Net) | $168M | $160M | $233M | $250M | $250M | $258M | $220M | $213M | $205M | $209M | $207M | $223M | |
| PP&E (Gross) | $454M | $493M | $647M | $645M | $618M | $660M | $587M | $553M | $523M | $495M | $473M | $479M | |
| Accum. Depreciation | $286M | $333M | $415M | $395M | $368M | $402M | $368M | $340M | $318M | $286M | $266M | $256M | |
| Goodwill | $395M | $394M | $395M | $377M | $379M | $384M | $372M | $372M | $385M | $373M | $321M | $335M | |
| Intangibles | $0 | · | · | · | $150.0K | $210.0K | $2M | $4M | $6M | $9M | $6M | $12M | |
| Total Assets | $4.94B | $4.79B | $4.64B | $5.85B | $7.15B | $5.97B | $5.64B | $5.00B | $4.93B | $4.56B | $4.48B | $3.33B | |
| Deferred Tax | $1M | $1M | $4M | $4M | $2M | $1M | $4M | $6M | $9M | $9M | $11M | $30M | |
| Total Liabilities | $3.95B | $4.03B | $4.07B | $4.59B | $5.49B | $4.97B | $4.96B | $4.03B | $3.67B | $3.26B | $3.11B | $2.56B | |
| Long-term Debt | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.68B | $1.68B | $1.43B | $1.19B | $1.19B | $989M | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $703M | |
| Retained Earnings | $1.52B | $1.47B | $1.40B | $1.68B | $1.56B | $1.30B | $1.19B | $1.20B | $1.08B | $1.13B | $1.12B | $465M | |
| Treasury Stock | $684M | $838M | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-272M | $-327M | $-290M | $-296M | $-224M | $-238M | $-294M | $-274M | $-233M | $-314M | $-234M | $-201M | |
| Stockholders' Equity | $869M | $636M | $424M | $556M | $975M | $912M | $610M | $917M | $1.20B | $1.24B | $1.31B | $707M | |
| Liabilities + Equity | $4.94B | $4.79B | $4.64B | $5.85B | $7.15B | $5.97B | $5.64B | $5.00B | $4.93B | $4.56B | $4.48B | $3.33B |
Flux de trésorerie 15
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $34M | $36M | $43M | $42M | $38M | $35M | $36M | $34M | $31M | $33M | $33M | $34M | |
| Deferred Tax | $22M | $11M | $-81M | $43M | $91M | $47M | $25M | $45M | $501M | $64M | $-1.10B | $16M | |
| Amort. of Intangibles | · | · | $60.0K | $60.0K | $60.0K | $2M | $2M | $3M | $3M | $3M | $6M | $6M | |
| Restructuring | $0 | $48M | $195M | · | · | · | $68M | · | · | · | · | · | |
| Other Non-cash | $227M | $416M | $278M | $391M | $209M | $91M | $331M | $92M | $229M | $117M | $969M | $259M | |
| Operating Cash Flow | $519M | $743M | $165M | $834M | $866M | $576M | $678M | $699M | $1.03B | $633M | $887M | $736M | |
| CapEx | $32M | $45M | $28M | $50M | $40M | $64M | $43M | $50M | $28M | $39M | $27M | $22M | |
| Investing Cash Flow | $-82M | $134M | $-38M | $-56M | $-39M | $-63M | $-42M | $-46M | $-27M | $-38M | · | · | |
| Stock Repurchased | $91M | $60M | $102M | $692M | $406M | $95M | $495M | $553M | $307M | $300M | $173M | $193M | |
| Net Stock Activity | $-91M | $-60M | $-102M | $-692M | $-406M | $-95M | $-495M | $-553M | $-307M | $-300M | $-173M | $-193M | |
| Dividends Paid | $187M | $179M | $173M | $182M | $196M | $197M | $255M | $360M | $341M | $336M | $291M | $146M | |
| Financing Cash Flow | $-464M | $-440M | $-1.57B | $-1.38B | $196M | $-547M | $-444M | $-726M | $-319M | $-480M | · | · | |
| Net Change in Cash | $61M | $384M | $-1.41B | $-791M | $861M | $113M | $164M | $-163M | $847M | $51M | $66M | $225M | |
| Taxes Paid | $119M | $34M | $44M | $144M | $74M | $44M | $89M | $102M | $49M | $72M | $61M | $49M | |
| Free Cash Flow | $487M | $697M | $136M | $784M | $826M | $512M | $635M | $649M | $988M | $563M | $861M | $714M |
Rentabilité 7
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.3% | 12.3% | -3.1% | 18.1% | 22.1% | 19.0% | 14.7% | 23.6% | 30.6% | 21.7% | -0.69% | 22.0% | |
| Net Margin | 7.4% | 8.9% | -2.9% | 12.5% | 16.1% | 15.2% | 10.7% | 18.3% | 9.4% | 16.3% | 41.0% | 18.1% | |
| Pretax Margin | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 11.3% | 13.5% | -1.4% | 19.6% | 23.3% | 20.3% | 16.1% | 24.8% | 31.8% | 23.1% | 0.67% | 23.4% | |
| ROA | 4.9% | 5.9% | -1.4% | 5.5% | 8.1% | 6.9% | 5.4% | 10.6% | 5.3% | 8.6% | 25.2% | 13.5% | |
| ROE | 31.4% | 52.8% | -15.4% | 46.7% | 56.0% | 52.9% | 37.5% | 49.8% | 20.8% | 30.4% | 97.7% | 67.5% | |
| ROIC | 28.7% | · | · | · | · | · | · | · | · | · | · | · |
Liquidité et Solvabilité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | 4.4 | -1.0 | 6.3 | 9.0 | 6.2 | 4.9 | 11.6 | 15.4 | 10.3 | -0.3 | 8.3 |
Efficacité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.5 | 0.4 | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | 0.5 | 0.6 | 0.7 |
Taux de croissance 10
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.5% | 21.1% | -9.2% | -12.8% | 23.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.7% | -1.4% | -0.68% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -19.0% | · | · | -24.2% | 30.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.8% | -16.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -9.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -15.4% | · | · | -32.3% | 31.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -12.8% | -19.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -10.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -1.0% | · | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 6
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B | $2.65B | $2.67B | $2.88B | $2.70B | $2.38B | $2.40B | $2.36B | |
| Net Income TTM | $237M | $280M | $-75M | $358M | $528M | $402M | $286M | $527M | $254M | $388M | $986M | $427M | |
| P/E | 22.4 | 19.2 | -38.7 | 9.9 | 9.4 | 11.9 | 16.4 | 9.1 | 27.5 | 14.1 | 6.1 | 15.6 | |
| Earnings Yield | 4.5% | 5.2% | -2.6% | 10.1% | 10.6% | 8.4% | 6.1% | 11.0% | 3.6% | 7.1% | 16.4% | 6.4% | |
| Payout Ratio | 78.8% | 63.9% | -229.3% | 50.9% | 37.1% | 48.9% | 89.0% | 68.2% | 134.7% | 86.7% | 29.5% | 34.2% | |
| Annual Payout | $187M | $179M | $173M | $182M | $196M | $197M | $255M | $360M | $341M | $336M | $291M | $146M |
Compte de résultat 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $830M | $779M | $929M | $771M | $817M | $669M | $839M | $807M | $708M | $785M | $826M | $543M | $662M | $562M | $732M | $746M | |
| Operating Expenses | $770M | $667M | $822M | $653M | $703M | $593M | $710M | $624M | $622M | $710M | $734M | $529M | $753M | $579M | $639M | $569M | |
| Operating Income | $38M | $90M | $85M | $95M | $93M | $55M | $107M | $161M | $64M | $55M | $72M | $-5M | $-110M | $-37M | $73M | $158M | |
| Interest Expense | · | · | · | · | · | · | · | · | $23M | $21M | · | $19M | $19M | $19M | $19M | $20M | |
| Interest Income | $7M | $8M | $10M | $8M | $9M | $12M | $14M | $15M | $13M | $11M | $7M | $12M | $11M | $13M | $15M | $8M | |
| Income Tax | $24M | $-11M | $31M | $21M | $32M | $-7M | $29M | $45M | $12M | $14M | $403.0K | $-12M | $10M | $-22M | $16M | $35M | |
| Net Income | $5M | $101M | $50M | $71M | $55M | $60M | $86M | $108M | $50M | $36M | $64M | $7M | $-124M | $-22M | $42M | $106M | |
| EPS (Basic) | $0.03 | $0.98 | $0.49 | $0.71 | $0.56 | $0.61 | $0.89 | $1.13 | $0.53 | $0.38 | $0.71 | $0.07 | $-1.41 | $-0.27 | $0.52 | $1.11 | |
| EPS (Diluted) | $0.03 | $0.91 | $0.44 | $0.65 | $0.52 | $0.56 | $0.82 | $1.02 | $0.49 | $0.35 | $0.72 | $0.06 | $-1.41 | $-0.27 | $0.48 | $1.06 | |
| Shares (Basic) | 101,357,540 | 99,460,256 | -193,423,043 | 98,112,393 | 97,534,319 | 95,255,423 | -184,634,953 | 93,627,476 | 92,886,364 | 91,260,465 | -176,753,421 | 89,425,900 | 88,729,654 | 87,591,852 | -198,818,952 | 93,275,631 | |
| Shares (Diluted) | 107,341,353 | 106,787,975 | -211,404,069 | 108,001,762 | 104,911,633 | 104,828,753 | -201,062,699 | 103,475,234 | 100,627,867 | 99,351,769 | -181,636,745 | 94,309,224 | 88,729,654 | 87,591,852 | -208,807,460 | 98,865,156 | |
| EBITDA | $38M | $97M | · | $95M | $93M | $63M | · | $161M | $64M | $64M | · | $-5M | $-110M | $-26M | · | $158M |
Bilan 16
| 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 | $1.10B | $1.02B | $1.47B | $1.17B | $978M | $909M | $1.31B | $1.17B | $848M | $923M | $971M | $653M | $698M | $597M | $1.23B | $1.00B | |
| PP&E (Net) | $153M | $160M | $168M | $173M | $176M | $168M | $160M | $158M | $221M | $228M | · | $230M | $237M | $246M | · | $219M | |
| PP&E (Gross) | $444M | $451M | $454M | $501M | $536M | $513M | $493M | $491M | $645M | $647M | · | $635M | $641M | $648M | · | $589M | |
| Accum. Depreciation | $291M | $291M | $286M | $328M | $359M | $344M | $333M | $333M | $424M | $420M | · | $406M | $404M | $402M | · | $370M | |
| Goodwill | $435M | $395M | $395M | $395M | $395M | $394M | $394M | $395M | $394M | $394M | $395M | $394M | $395M | $394M | $377M | $376M | |
| Intangibles | $13M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $4.36B | $4.24B | $4.94B | $4.63B | $4.49B | $4.23B | $4.79B | $4.82B | $4.53B | $4.59B | · | $4.30B | $4.60B | $4.57B | · | $6.21B | |
| Deferred Tax | $11M | $1M | $1M | $959.0K | $644.0K | $1M | $1M | $2M | $4M | $2M | · | $5M | $7M | $5M | · | $9M | |
| Total Liabilities | $3.35B | $3.29B | $3.95B | $3.68B | $3.62B | $3.50B | $4.03B | $4.06B | $3.93B | $4.05B | · | $3.79B | $4.10B | $3.97B | · | $4.95B | |
| Long-term Debt | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.85B | $1.85B | $1.85B | · | $1.69B | $1.69B | $1.69B | · | $1.69B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $1.51B | $1.56B | $1.49B | $1.49B | $1.48B | $1.48B | $1.47B | $1.44B | $1.38B | $1.38B | · | $1.39B | $1.43B | $1.60B | · | $1.68B | |
| Treasury Stock | $509M | $509M | $684M | · | · | · | $838M | · | · | · | · | · | · | · | · | · | |
| AOCI | $-279M | $-277M | $-272M | $-273M | $-269M | $-307M | $-327M | $-272M | $-306M | $-304M | · | $-293M | $-282M | $-283M | · | $-334M | |
| Stockholders' Equity | $914M | $881M | $874M | $842M | $742M | $603M | $636M | $624M | $459M | $393M | · | $361M | $360M | $451M | · | $561M | |
| Liabilities + Equity | $4.36B | $4.24B | $4.94B | $4.63B | $4.49B | $4.23B | $4.79B | $4.82B | $4.53B | $4.59B | · | $4.30B | $4.60B | $4.57B | · | $6.21B |
Flux de trésorerie 15
| 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 | $7M | $8M | $9M | $8M | $9M | $8M | $9M | $9M | $9M | $9M | $11M | $11M | $11M | $11M | $10M | $11M | |
| Deferred Tax | $634.0K | $-15M | $24M | $15M | $8M | $-26M | $45M | $-20M | $-2M | $-13M | $20M | $14M | $-155M | $40M | $-13M | $12M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | $15.0K | $15.0K | $15.0K | · | $15.0K | |
| Restructuring | · | · | $0 | $0 | $0 | · | $-587.0K | $0 | $0 | $49M | $12M | $16M | $147M | $21M | · | · | |
| Other Non-cash | · | $-313M | · | · | · | $-260M | · | · | · | $-122M | · | · | · | $-441M | · | · | |
| Operating Cash Flow | $203M | $-219M | $400M | $287M | $50M | $-218M | $363M | $294M | $176M | $-90M | $342M | $33M | $201M | $-411M | $314M | $435M | |
| CapEx | $4M | $2M | $4M | $3M | $12M | $14M | $15M | $18M | $6M | $7M | $9M | $8M | $7M | $5M | $25M | $5M | |
| Investing Cash Flow | $-4M | $-48M | $-18M | $-15M | $-26M | $-23M | $34M | $209M | $-103M | $-7M | $-9M | $-7M | $-7M | $-15M | $-24M | $-13M | |
| Stock Repurchased | $50M | $2M | $50M | $1M | $4M | $36M | $16M | $3M | $19M | $22M | $0 | $3M | $172.0K | $99M | $80M | $237M | |
| Net Stock Activity | · | $-2M | · | · | · | $-36M | · | · | · | $-22M | · | · | · | $-99M | · | · | |
| Dividends Paid | $49M | $47M | $47M | $47M | $47M | $45M | $45M | $45M | $45M | $44M | $44M | $43M | $43M | $43M | $43M | $46M | |
| Financing Cash Flow | $-124M | $-153M | $-135M | $-97M | $-40M | $-192M | $-234M | $-112M | $-193M | $98M | $-150M | $-177M | $-172M | $-1.07B | $-781M | $-539M | |
| Net Change in Cash | $68M | $-436M | $248M | $175M | $41M | $-402M | $96M | $429M | $-120M | $-20M | $218M | $-173M | $24M | $-1.48B | $-323M | $-263M | |
| Taxes Paid | · | $14M | $19M | $17M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-221M | · | · | · | $-231M | · | · | · | $-97M | · | · | · | $-416M | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.5% | 11.5% | · | 12.3% | 11.4% | 8.2% | · | 20.0% | 9.0% | 7.0% | · | -0.89% | -16.6% | -6.6% | · | 21.2% | |
| Net Margin | 0.58% | 13.0% | · | 9.2% | 6.8% | 9.0% | · | 13.4% | 7.0% | 4.5% | · | 1.3% | -18.7% | -4.0% | · | 14.2% | |
| EBITDA Margin | 4.5% | 12.5% | · | 12.3% | 11.4% | 9.4% | · | 20.0% | 9.0% | 8.1% | · | -0.89% | -16.6% | -4.6% | · | 21.2% | |
| ROA | 0.11% | 2.4% | · | 1.5% | 1.2% | 1.4% | · | 2.4% | 1.1% | 0.78% | · | 0.14% | -2.2% | -0.39% | · | 1.6% | |
| ROE | 0.58% | 13.6% | · | 9.7% | 9.2% | 12.1% | · | 21.9% | 12.2% | 8.5% | · | 1.6% | -23.1% | -3.4% | · | 14.7% |
Liquidité et Solvabilité 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 2.8 | 2.6 | · | -0.3 | -5.7 | -1.9 | · | 8.0 |
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 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
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 | $3.20B | $3.04B | · | $3.06B | $3.00B | $2.97B | · | $2.84B | $2.70B | $2.55B | · | $2.51B | $2.63B | $2.69B | · | $2.86B | |
| Net Income TTM | $232M | $288M | · | $295M | $274M | $254M | · | $201M | $-31M | $-103M | · | $-33M | $55M | $293M | · | $422M | |
| P/E | 19.9 | 16.1 | · | 19.2 | 18.5 | 17.9 | · | 26.2 | -74.9 | -33.0 | · | -55.4 | 106.7 | 12.0 | · | 8.0 | |
| Earnings Yield | 5.0% | 6.2% | · | 5.2% | 5.4% | 5.6% | · | 3.8% | -1.3% | -3.0% | · | -1.8% | 0.94% | 8.3% | · | 12.5% | |
| Payout Ratio | · | 46.5% | · | · | · | 74.5% | · | · | · | 122.3% | · | · | · | -191.8% | · | · |
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 | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B |
| Marge d'exploitation % | 10.3% | 12.3% | -3.1% | 18.1% | 22.1% |
| Résultat net | $237M | $280M | $-75M | $358M | $528M |
| BPA dilué | $2.17 | $2.68 | $-0.90 | $3.51 | $4.63 |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $487M | $697M | $136M | $784M | $826M |
Dernières actualités Actualités récentes mentionnant cette entreprise
Signaux de trading Signaux d'achat/vente récents avec prix d'entrée et ratio risque/récompense
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Détenteurs institutionnels (13F) 373 déclarants · $2.4B 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 |
|---|---|---|---|---|
| 70 (+19 vs T. préc.) | 51 (+10 vs T. préc.) | 109 (-19 vs T. préc.) | 101 (-2 vs T. préc.) | +24.8M |
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 |
|---|---|---|---|---|
| FMR LLC | $358 787 851 | 8 554 789 | 14,72% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $257 344 469 | 6 136 015 | 10,56% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $210 593 490 | 5 021 304 | 8,64% | Actions |
| STATE STREET CORP | $152 363 532 | 3 632 893 | 6,25% | Actions |
| GOLDMAN SACHS GROUP INC | $121 399 985 | 2 894 611 | 4,98% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $95 093 030 | 2 266 785 | 3,90% | Actions |
| Capital Research Global Investors | $94 039 588 | 2 242 241 | 3,86% | Actions |
| Fisher Asset Management, LLC | $90 102 939 | 2 148 377 | 3,70% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $79 285 641 | 1 890 454 | 3,25% | Actions |
| NORGES BANK | $73 706 111 | 1 757 418 | 3,02% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $64 673 870 | 1 542 057 | 2,65% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $57 161 116 | 1 362 926 | 2,34% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48 765 945 | 1 162 755 | 2,00% | Actions |
| ROYCE & ASSOCIATES LP | $40 602 617 | 968 112 | 1,67% | Actions |
| TWO SIGMA INVESTMENTS, LP | $37 301 100 | 889 392 | 1,53% | Actions |
| BANK OF NOVA SCOTIA | $33 756 331 | 804 872 | 1,38% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $29 743 974 | 709 203 | 1,22% | Actions |
| CANADA PENSION PLAN INVESTMENT BOARD | $29 240 568 | 697 200 | 1,20% | Actions |
| Squarepoint Ops LLC | $23 246 713 | 554 285 | 0,95% | Actions |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $22 908 299 | 546 216 | 0,94% | Actions |
| FEDERATED HERMES, INC. | $20 434 720 | 487 237 | 0,84% | Actions |
| AMERIPRISE FINANCIAL INC | $18 599 365 | 443 483 | 0,76% | Actions |
| CRAWFORD INVESTMENT COUNSEL INC | $16 717 062 | 398 595 | 0,69% | Actions |
| Public Sector Pension Investment Board | $16 092 630 | 383 706 | 0,66% | Actions |
| Caisse de depot et placement du Quebec | $15 349 830 | 365 995 | 0,63% | Actions |
| MetLife Investment Management, LLC | $13 696 094 | 326 564 | 0,56% | Actions |
| GW HENSSLER & ASSOCIATES LTD | $12 541 930 | 295 243 | 0,51% | Actions |
| FIRST TRUST ADVISORS LP | $12 437 139 | 296 546 | 0,51% | Actions |
| Walleye Capital LLC | $12 194 139 | 290 752 | 0,50% | Actions |
| Ranger Investment Management, L.P. | $11 343 512 | 270 470 | 0,47% | Actions |
| ALGEBRIS (UK) LTD | $10 945 147 | 261 796 | 0,45% | Actions |
| MUFG Securities EMEA plc | $10 665 342 | 254 300 | 0,44% | Actions |
| MORGAN STANLEY | $10 345 222 | 246 667 | 0,42% | Actions |
| Swedbank AB | $8 681 580 | 207 000 | 0,36% | Actions |
| RHUMBLINE ADVISERS | $8 453 420 | 201 561 | 0,35% | Actions |
| Buck Wealth Strategies, LLC | $8 442 010 | 201 288 | 0,35% | Actions |
| BlackRock, Inc. | $8 113 712 | 193 460 | 0,33% | Actions |
| Swiss National Bank | $7 901 496 | 188 400 | 0,32% | Actions |
| AMERICAN CENTURY COMPANIES INC | $7 764 604 | 185 136 | 0,32% | Actions |
| TWO SIGMA ADVISERS, LP | $7 526 800 | 155 000 | 0,31% | Actions |
| BANK OF AMERICA CORP /DE/ | $7 337 780 | 174 959 | 0,30% | Actions |
| Legal & General Group Plc | $7 102 581 | 169 351 | 0,29% | Actions |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $6 868 009 | 163 758 | 0,28% | Actions |
| California Public Employees Retirement System | $6 835 423 | 162 981 | 0,28% | Actions |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6 409 942 | 152 836 | 0,26% | Actions |
| TD Asset Management Inc | $6 404 154 | 152 698 | 0,26% | Actions |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6 311 970 | 150 500 | 0,26% | Actions |
| Purpose Unlimited Inc. | $6 019 606 | 143 529 | 0,25% | Actions |
| LEVIN CAPITAL STRATEGIES, L.P. | $5 809 822 | 138 527 | 0,24% | Actions |
| Schonfeld Strategic Advisors LLC | $5 683 079 | 135 505 | 0,23% | Actions |
| Prana Capital Management, LP | $5 460 127 | 130 189 | 0,22% | Actions |
| Capricorn Fund Managers Ltd | $5 112 486 | 121 900 | 0,21% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 856 652 | 115 800 | 0,20% | Option d'achat |
| JANE STREET GROUP, LLC | $4 839 876 | 115 400 | 0,20% | Option d'achat |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 766 638 | 112 209 | 0,20% | Actions |
| CAMBIAR INVESTORS LLC | $4 662 847 | 111 179 | 0,19% | Actions |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4 610 255 | 109 925 | 0,19% | Actions |
| PRUDENTIAL FINANCIAL INC | $4 216 564 | 100 538 | 0,17% | Actions |
| Focus Partners Wealth | $4 111 008 | 98 021 | 0,17% | Actions |
| STIFEL FINANCIAL CORP | $4 098 047 | 97 712 | 0,17% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $4 019 781 | 95 846 | 0,16% | Actions |
| Engineers Gate Manager LP | $4 005 647 | 95 509 | 0,16% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $3 736 869 | 89 100 | 0,15% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 627 894 | 86 502 | 0,15% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 491 421 | 83 248 | 0,14% | Actions |
| Brevan Howard Capital Management LP | $3 478 504 | 82 940 | 0,14% | Actions |
| ALPS ADVISORS INC | $3 476 952 | 82 903 | 0,14% | Actions |
| CREDIT AGRICOLE S A | $3 251 063 | 77 517 | 0,13% | Actions |
| VOYA INVESTMENT MANAGEMENT LLC | $2 784 222 | 66 385 | 0,11% | Actions |
| NATIONAL BANK OF CANADA /FI/ | $2 644 725 | 63 090 | 0,11% | Actions |
| ICON ADVISERS INC/CO | $2 596 002 | 61 898 | 0,11% | Actions |
| Illinois Municipal Retirement Fund | $2 554 272 | 60 903 | 0,10% | Actions |
| Jackson Hole Capital Partners, LLC | $2 435 855 | 57 341 | 0,10% | Actions |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 260 985 | 53 910 | 0,09% | Actions |
| Russell Investments Group, Ltd. | $2 230 983 | 53 194 | 0,09% | Actions |
| Callahan Advisors, LLC | $2 199 411 | 52 442 | 0,09% | Actions |
| Lido Advisors, LLC | $2 191 978 | 52 264 | 0,09% | Actions |
| VANGUARD GROUP INC | $2 173 886 | 44 767 | 0,09% | Actions |
| Edgestream Partners, L.P. | $2 103 417 | 50 153 | 0,09% | Actions |
| Louisiana State Employees Retirement System | $2 050 866 | 48 900 | 0,08% | Actions |
| Paulson Wealth Management Inc. | $2 045 078 | 48 762 | 0,08% | Actions |
| WELLS FARGO & COMPANY/MN | $1 988 291 | 47 408 | 0,08% | Actions |
| Vident Advisory, LLC | $1 962 834 | 46 801 | 0,08% | Actions |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1 941 803 | 45 711 | 0,08% | Actions |
| Wilmington Savings Fund Society, FSB | $1 932 805 | 46 085 | 0,08% | Actions |
| Walleye Trading LLC | $1 836 972 | 43 800 | 0,08% | Option d'achat |
| Police & Firemen's Retirement System of New Jersey | $1 804 468 | 43 025 | 0,07% | Actions |
| Vanguard Global Advisers, LLC | $1 796 793 | 42 842 | 0,07% | Actions |
| Moran Wealth Management, LLC | $1 777 711 | 42 387 | 0,07% | Actions |
| LPL Financial LLC | $1 746 876 | 41 652 | 0,07% | Actions |
| ExodusPoint Capital Management, LP | $1 726 670 | 41 170 | 0,07% | Actions |
| JANUS HENDERSON GROUP PLC | $1 722 900 | 40 515 | 0,07% | Actions |
| Entropy Technologies, LP | $1 663 215 | 39 657 | 0,07% | Actions |
| ALLIANCEBERNSTEIN L.P. | $1 641 767 | 38 648 | 0,07% | Actions |
| Robertson Stephens Wealth Management, LLC | $1 629 186 | 38 846 | 0,07% | Actions |
| Aureus Asset Management, LLC | $1 611 293 | 38 419 | 0,07% | Actions |
| Invesco Ltd. | $1 601 353 | 38 182 | 0,07% | Actions |
| NORTHERN TRUST CORP | $1 561 007 | 37 220 | 0,06% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 476 288 | 35 200 | 0,06% | Option de vente |
| CITADEL ADVISORS LLC | $1 472 094 | 35 100 | 0,06% | Option d'achat |
Initiés de la société 47 initiés · 13 dirigeants · 18 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Christopher Hogbin | CEO Asset Management | 14 août 2026 A | — | 0 | 0 | $0 |
| Peter Richard Orszag | Chief Executive Officer | 17 mai 2024 A | 101 522 | 0 | 0 | $0 |
| Evan L Russo | CEO of Asset Management | 11 mars 2024 M | 227 448 | 0 | 0 | $0 |
| Ashish Bhutani | CEO of Lazard Asset Management | 1 mars 2022 M | 834 911 | 0 | 0 | $0 |
| Tracy Farr | Chief Financial Officer | 14 août 2026 A | — | 0 | 0 | $0 |
| Mary Ann Betsch | Chief Financial Officer | 22 février 2024 A | — | 0 | 0 | $0 |
| Matthieu Bucaille | Chief Financial Officer | 18 août 2017 M | 123 310 | 0 | 0 | $0 |
| Alexander F. Stern | President | 29 novembre 2022 S | 50 258 | 0 | 0 | $0 |
| Alexandra Soto | Chief Operating Officer | 14 août 2026 A | 141 128 | 0 | 0 | $0 |
| Michael Gathy | Chief Accounting Officer | 14 août 2026 A | 0 | 0 | 0 | $0 |
| Christian A. Weideman | General Counsel | 22 février 2024 A | — | 0 | 0 | $0 |
| Dominick Ragone | Chief Accounting Officer | 19 mai 2023 A | 7 472 | 0 | 0 | $0 |
| Scott D Hoffman | CAO and General Counsel | 8 mars 2023 M | 151 285 | 0 | 0 | $0 |
| Kathy Elsesser | Administrateur | 23 juillet 2026 A | — | 0 | 0 | $0 |
| Dmitry Shevelenko | Administrateur | 1 juin 2026 A | — | 0 | 0 | $0 |
| Peter Harrison | Administrateur | 1 juin 2026 A | — | 0 | 0 | $0 |
| Stephen R. Howe Jr. | Administrateur | 1 juin 2026 A | — | 0 | 0 | $0 |
| Ann-Kristin Achleitner | Administrateur | 1 juin 2026 A | — | 0 | 0 | $0 |
| Michelle Jarrard | Administrateur | 1 juin 2026 A | — | 0 | 0 | $0 |
| Iris Knobloch | Administrateur | 1 juin 2026 A | — | 0 | 0 | $0 |
| Andrew M Alper | Administrateur | 1 juin 2026 A | — | 0 | 0 | $0 |
| Daniel H Schulman | Administrateur | 1 juin 2026 A | — | 0 | 0 | $0 |
| Jane L Mendillo | Administrateur | 15 mai 2024 A | 1 400 | 0 | 0 | $0 |
| Richard D Parsons | Administrateur | 15 mai 2024 A | — | 0 | 0 | $0 |
| Kenneth M Jacobs | Administrateur | 11 mars 2024 M | 2 143 722 | 0 | 0 | $0 |
| Richard N Haass | Administrateur | 15 août 2023 A | — | 0 | 0 | $0 |
| William M Lewis Jr | Administrateur | 8 mars 2023 M | 139 884 | 0 | 0 | $0 |
| Philip A Laskawy | Administrateur | 1 juin 2022 A | 3 000 | 0 | 0 | $0 |
| Robert C Clark | Administrateur | 1 septembre 2005 A | — | 0 | 0 | $0 |
| LAZ-MD Holdings LLC | Détenteur de 10% | 6 décembre 2006 C | — | 0 | 0 | $0 |
| Sylvia Jay | — | 29 avril 2021 M | 62 128 | 0 | 0 | $0 |
| Steven Heyer | — | 29 avril 2021 M | 123 528 | 0 | 0 | $0 |
| Michael J Turner | — | 30 mai 2017 M | 43 464 | 0 | 0 | $0 |
| Laurent Mignon | — | 20 avril 2016 M | 44 383 | 0 | 0 | $0 |
| Hal S Scott | — | 20 avril 2016 M | 40 376 | 0 | 0 | $0 |
| Gary Parr | — | 31 août 2012 M | 1 020 502 | 0 | 0 | $0 |
| Richard Hittner | — | 24 août 2012 A | 3 147 | 0 | 0 | $0 |
| Vernon E Jordan JR | — | 10 février 2012 F | 106 145 | 0 | 0 | $0 |
| Michael J Castellano | — | 10 février 2011 F | 52 139 | 0 | 0 | $0 |
| Ronald J Doerfler | — | 1 juin 2010 A | — | 0 | 0 | $0 |
| Charles Ward | — | 28 mai 2010 A | 12 953 | 0 | 0 | $0 |
| Ellis Jones | — | 12 février 2010 A | — | 0 | 0 | $0 |
| Steven J Golub | — | 11 février 2010 A | 0 | 0 | 0 | $0 |
| Bruce Jay Wasserstein | — | 28 août 2009 A | 26 942 | 0 | 0 | $0 |
| Dominique Ferrero | — | 15 mai 2009 A | — | 0 | 0 | $0 |
| Anthony Orsatelli | — | 1 juin 2007 A | — | 0 | 0 | $0 |
| John K Shank | — | 14 mars 2006 A | — | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 6 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 |
|---|---|---|---|---|---|
| The Estate of Bruce Wasserstein, Deceased, The Cranberry Dune 1998 Long–Term Trust, a trust for the descendants of Bruce Wasserstein, Bruce Wasserstein 2005 Trust, Wasserstein Family Trust L.L.C. ×4 dépôts | 19 mars 2010 | — | Dépôt initial | — | SEC |
| The Estate of Bruce Wasserstein, Deceased (2), The Cranberry Dune 1998 Long–Term Trust, a trust for the descendants of Bruce Wasserstein (2), Bruce Wasserstein 2005 Trust (2) | 5 mars 2010 | — | Dépôt initial | — | SEC |
| Personne déclarante non divulguée | 15 décembre 2006 | — | Dépôt initial | — | SEC |
| 24 mai 2005 | — | Dépôt initial | — | SEC | |
| LAZ-MD Holdings LLC | 20 mai 2005 | — | Dépôt initial | — | SEC |
| Bruce Wasserstein, Ellis Jones, solely as trustee of certain trusts for the descendants of Bruce Wasserstein, Pamela Wasserstein, solely as trustee of a trust for the descendants of Bruce Wasserstein, Ben Wasserstein, solely as trustee of a trust for the descendants of Bruce Wasserstein | 20 mai 2005 | — | 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 84 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 |
|---|---|---|---|---|
| JMID · Janus Detroit Street Trust | 1,35% | 5 071 NS | 30 avril 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1,08% | 6 608 SH | 8 août 2026 | Quotidien |
| FDIV · EA Series Trust | 1,01% | 15 130 NS | 30 avril 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,92% | 186 787 NS | 30 avril 2026 | N-PORT |
| FFND · Northern Lights Fund Trust II | 0,80% | 17 339 NS | 31 mai 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,45% | 120 224 NS | 30 avril 2026 | N-PORT |
| DVY · iShares Trust | 0,44% | 2 371 355 SH | 8 août 2026 | Quotidien |
| IAI · iShares Trust | 0,43% | 135 642 SH | 8 août 2026 | Quotidien |
| OUSM · ALPS ETF Trust | 0,42% | 78 091 NS | 31 mai 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,34% | 75 030 NS | 30 avril 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,31% | 144 565 SH | 8 août 2026 | Quotidien |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,25% | 390 580 SH | 8 août 2026 | Quotidien |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,22% | 103 892 SH | 8 août 2026 | Quotidien |
| BKSE · BNY Mellon ETF Trust | 0,20% | 3 353 NS | 30 avril 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,20% | 51 848 SH | 8 août 2026 | Quotidien |
| IJS · iShares Trust | 0,17% | 332 861 SH | 8 août 2026 | Quotidien |
| IJR · iShares Trust | 0,17% | 4 443 975 SH | 8 août 2026 | Quotidien |
| IJT · iShares Trust | 0,14% | 268 532 SH | 8 août 2026 | Quotidien |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,14% | 80 148 NS | 31 mai 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 79 196 SH | 8 août 2026 | Quotidien |
| DFAS · Dimensional ETF Trust | 0,12% | 340 603 NS | 30 avril 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,12% | 3 421 000 | 8 août 2026 | Quotidien |
| SCHA · SCHWAB STRATEGIC TRUST | 0,11% | 542 543 NS | 31 mai 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 1 626 813 SH | 8 août 2026 | Quotidien |
| SCHM · SCHWAB STRATEGIC TRUST | 0,10% | 304 938 NS | 31 mai 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,10% | 4 336 NS | 31 mai 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 38 332 NS | 30 avril 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,08% | 21 366 NS | 30 avril 2026 | N-PORT |
| VCSH · VANGUARD SCOTTSDALE FUNDS | 0,07% | 33 197 000 PA | 8 août 2026 | Quotidien |
| SCAP · Series Portfolios Trust | 0,07% | 296 NS | 31 mai 2026 | N-PORT |
| IYG · iShares Trust | 0,06% | 32 168 SH | 8 août 2026 | Quotidien |
| ISCB · iShares Trust | 0,06% | 4 197 SH | 8 août 2026 | Quotidien |
| DEUS · DBX ETF Trust | 0,06% | 3 615 NS | 29 mai 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 11 821 SH | 8 août 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,06% | 2 562 895 SH | 8 août 2026 | Quotidien |
| SMLF · iShares Trust | 0,06% | 54 691 SH | 8 août 2026 | Quotidien |
| FNCL · FIDELITY COVINGTON TRUST | 0,06% | 25 422 NS | 30 avril 2026 | N-PORT |
| IYF · iShares Trust | 0,05% | 53 224 SH | 8 août 2026 | Quotidien |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 1 280 719 SH | 8 août 2026 | Quotidien |
| VFH · VANGUARD WORLD FUND | 0,05% | 153 169 SH | 8 août 2026 | Quotidien |
| SMMD · iShares Trust | 0,05% | 40 927 SH | 8 août 2026 | Quotidien |
| WSML · iShares Trust | 0,04% | 5 724 SH | 8 août 2026 | Quotidien |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,03% | 3 278 NS | 31 mai 2026 | N-PORT |
| IWS · iShares Trust | 0,03% | 106 065 SH | 8 août 2026 | Quotidien |
| DXUV · Dimensional ETF Trust | 0,03% | 2 344 NS | 30 avril 2026 | N-PORT |
| IWR · iShares Trust | 0,03% | 370 698 SH | 8 août 2026 | Quotidien |
| ISCG · iShares Trust | 0,03% | 6 319 SH | 8 août 2026 | Quotidien |
| DFSU · Dimensional ETF Trust | 0,03% | 10 843 NS | 30 avril 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 217 074 NS | 30 avril 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 3 659 NS | 31 mai 2026 | N-PORT |