NBTB NBT Bancorp Inc. - Common Stock
$51,45
Prix · Aoû 20, 2026
Données fondamentales au Aoû 7, 2026
Fourchette 52 semaines
$39–$54
80% of range
Note des analystes
HOLD
13 analysts
Objectif de cours
$57
+10% upside
P/E (TTM)
12.5
ROE
9.1%
Marge nette
92.5%
À propos de NBT Bancorp Inc. - Common Stock Présentation de l'entreprise depuis Wikipedia
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
Lire la suite
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
History
Founded in 1856 by Warren Newton (former contractor for the Erie and Chenango canals), Isaac Newton (Warren's brother), and James H. Smith (NBT Bank's first President), NBT Bank was first a state-chartered bank called the Bank of Norwich. The bank's first board meeting was held on March 3, 1856 at the law office of Warren and Isaac Newton. The bank opened for business on July 15, 1856 in a storefront on South Main Street.
On June 28, 1865, the bank received a national charter (which it holds to this day) and changed its name to the National Bank of Norwich. In 1918, NBT Bank was one of the first national banks in New York State to apply for and receive trust powers under a Federal Reserve Act and established a Trust Department. In 1925, NBT Bank changed its name a second time to better reflect its expanded services. Over the years, the area served by NBT Bank expanded and in 1989 the bank changed its name for the third time to The National Bank and Trust Company without "of Norwich." In 1995, the bank changed its name for the fourth time to NBT Bank, N.A. (The "N.A." stands for "National Association" and is used primarily in formal or legal contexts.) At the same time, NBT Bank introduced its current logo featuring a blue star and red lettering.
In 2016, NBT Bank celebrated its 160th year in business and published an updated history of the bank to commemorate this milestone.
Mergers and acquisitions
NBT Bank completed its first acquisitions in the 1930s. Since that time, the bank has continued to grow through bank and branch acquisitions as well as through organic expansion.
Since 2000, NBT Bank acquired the following banks: LA Bank based in Scranton, Pennsylvania in 2000; Pioneer American Bank based in Carbondale, Pennsylvania in 2000; First National Bank of Northern New York based in Norfolk, New York in 2001; Central National Bank based in Canajoharie, New York in 2001; City National Bank and Trust Company based in Gloversville, New York in 2005; Hampshire First Bank based in Manchester, New Hampshire in 2012; and Alliance Bank based in Syracuse, New York in 2013. The merger with Alliance Bank was completed on March 8, 2013 and is NBT Bank's largest to date. In December 2022, NBT announced that it will acquire the Connecticut-based Salisbury Bancorp in an equity transaction valued at $204 million. The deal for Salisbury Bancorp closed in August 2023 for $204 million and Salisbury Bank President and CEO Richard J. Cantele Jr. was named to the NBT Bank board of directors and executive management team.
NBT acquired Evans Bank of Williamsville, NY on May 2, 2025. The merger extended NBT’s branch network into the Western Region of New York with the addition of 14 banking offices in the Buffalo area and 4 locations in greater Rochester.
Naming rights
NBT Bank owns the naming rights to NBT Bank Stadium in Syracuse, New York.
Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗
NBTB Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$51.45
Capitalisation Boursière
—
P/E (TTM)
12.5
BPA (TTM)
$3.33
Revenus (TTM)
$183M
Rendement div.
—
ROE
9.1%
Dette/Capitaux propres
0.1
Fourchette 52 semaines
$39 – $55
NBTB 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
$183M
2021-12-31
→
2025-12-31
BPA
$3.33
2021-12-31
→
2025-12-31
Flux de trésorerie libre
$219M
2021-12-31
→
2025-12-31
Marges
92.5%
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
NBTB
Médiane des pairs
P/E (TTM)
12.5
13.0
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
NBTB
Médiane des pairs
Net Profit Margin (Marge nette)
92.5%
27.6%
ROA
1.1%
1.0%
ROE
9.1%
9.2%
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
NBTB
Médiane des pairs
Debt / Equity (Dette / Capitaux propres)
0.1
—
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
NBTB
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
10.4%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
6.7%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
5.4%
—
EPS YoY (BPA Année/Année)
12.1%
—
Net Income YoY (Bénéfice net YoY)
20.3%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
NBTB
Médiane des pairs
Payout Ratio (Ratio de distribution)
42.9%
—
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
Rendement du Dividende
—
Ratio de distribution
42.9%
CAGR des dividendes sur 5 ans
—
| Date ex-dividende | Montant |
|---|---|
| 1 juin 2026 | $0,3700 |
| 2 mars 2026 | $0,3700 |
| 1 décembre 2025 | $0,3700 |
| 29 août 2025 | $0,3700 |
| 2 juin 2025 | $0,3400 |
| 3 mars 2025 | $0,3400 |
| 2 décembre 2024 | $0,3400 |
| 30 août 2024 | $0,3400 |
| 3 juin 2024 | $0,3200 |
| 29 février 2024 | $0,3200 |
| 30 novembre 2023 | $0,3200 |
| 31 août 2023 | $0,3200 |
| 31 mai 2023 | $0,3000 |
| 28 février 2023 | $0,3000 |
| 30 novembre 2022 | $0,3000 |
| 31 août 2022 | $0,3000 |
| 31 mai 2022 | $0,2800 |
| 28 février 2022 | $0,2800 |
| 30 novembre 2021 | $0,2800 |
| 31 août 2021 | $0,2800 |
NBTB Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
13 analystes
- Achat fort 2 15,4%
- Achat 5 38,5%
- Conserver 6 46,2%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
6 analystes · 2026-08-19
Médiane
$56.00
Moyenne
$56.83
← En dessous de tous les objectifs
$51.45
Bas
$54.00
Haut
$62.00
Objectif médian
$56.00
+8,8%
Objectif moyen
$56.83
+10,5%
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 | $1.01 | $1.04 | -0.03% |
| 31 mars 2026 | $0.97 | $1.00 | -0.03% |
| 31 décembre 2025 | $1.05 | $1.01 | 0.04% |
| 30 septembre 2025 | $1.05 | $0.99 | 0.06% |
| 30 juin 2025 | $0.88 | $0.83 | 0.05% |
| 31 mars 2025 | $0.80 | $0.76 | 0.04% |
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 |
|---|---|---|---|---|---|---|
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | — |
| FBK | $2.89B | 22.8 | 22.9% | 21.9% | 7.0% | — |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | — |
| TRMK | $2.30B | 10.5 | 42.6% | 28.0% | 10.7% | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| FRME | — | — | — | — | — | — |
| CUBI | — | — | — | — | — | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 10
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Interest Expense | · | · | $145M | $22M | $19M | $33M | $56M | $39M | $26M | $23M | |
| Interest Income | $711M | $612M | $523M | $384M | $340M | $348M | $368M | $344M | $309M | $287M | |
| Pretax Income | $219M | $179M | $153M | $196M | $200M | $133M | $155M | $137M | $128M | $119M | |
| Income Tax | $50M | $39M | $35M | $44M | $45M | $29M | $34M | $24M | $46M | $40M | |
| Net Income | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| EPS (Basic) | $3.34 | $2.98 | $2.67 | $3.54 | $3.57 | $2.39 | $2.76 | $2.58 | $1.89 | $1.81 | |
| EPS (Diluted) | $3.33 | $2.97 | $2.65 | $3.52 | $3.54 | $2.37 | $2.74 | $2.56 | $1.87 | $1.80 | |
| Shares (Basic) | 50,651,000 | 47,165,000 | 44,528,000 | 42,917,000 | 43,421,000 | 43,693,000 | 43,815,000 | 43,701,000 | 43,575 | 43,244 | |
| Shares (Diluted) | 50,875,000 | 47,433,000 | 44,770,000 | 43,181,000 | 43,719,000 | 43,989,000 | 44,124,000 | 44,020,000 | 43,905 | 43,622 |
Bilan 18
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $673M | $217M | $181M | $160M | $149M | |
| PP&E (Net) | $99M | $81M | $81M | $69M | $72M | $74M | $76M | $79M | $81M | $84M | |
| PP&E (Gross) | $280M | $253M | $243M | $190M | $184M | $180M | $180M | $177M | $179M | $177M | |
| Accum. Depreciation | $181M | $172M | $163M | $121M | $112M | $106M | $104M | $98M | $98M | $93M | |
| Goodwill | $453M | $363M | $362M | $281M | $281M | $281M | $275M | $275M | $268M | $265M | |
| Intangibles | $58M | $36M | $40M | $7M | $9M | $12M | $12M | $16M | $13M | $16M | |
| Total Assets | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B | |
| Short-term Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Total Liabilities | $14.10B | $12.26B | $11.88B | $10.57B | $10.76B | $9.75B | $8.60B | $8.54B | $8.18B | $7.95B | |
| Long-term Debt | · | · | · | · | · | · | · | $74M | $89M | $104M | |
| Total Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Common Stock | $591.0K | $540.0K | $540.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | |
| Paid-in Capital | $965M | $743M | $741M | $578M | $577M | $578M | $577M | $575M | $574M | $575M | |
| Retained Earnings | $1.20B | $1.10B | $1.02B | $958M | $856M | $749M | $696M | $621M | $544M | $502M | |
| Treasury Stock | $183M | $175M | $177M | $173M | $160M | $140M | $134M | $136M | $138M | $142M | |
| AOCI | $-83M | $-142M | $-161M | $-190M | $-23M | $417.0K | $-19M | $-43M | $-22M | $-22M | |
| Stockholders' Equity | $1.90B | $1.53B | $1.43B | $1.17B | $1.25B | $1.19B | $1.12B | $1.02B | $958M | $913M | |
| Liabilities + Equity | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B |
Flux de trésorerie 16
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $6M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $24M | $9M | $6M | $-20M | $864.0K | $-17M | $-2M | $3M | $4M | $4M | |
| Amort. of Intangibles | $12M | $8M | $5M | $2M | $3M | $3M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $235M | $189M | $157M | $183M | $159M | $145M | $153M | $148M | $137M | $111M | |
| CapEx | $16M | $12M | $9M | $7M | $8M | $8M | $7M | $7M | $7M | $3M | |
| Investing Cash Flow | $169M | $-399M | $-44M | $-926M | $-548M | $-713M | $-64M | $-418M | $-305M | $-630M | |
| Debt Issued | · | · | · | · | · | · | $11M | $25M | $25M | $24M | |
| Net Debt Issued | · | · | · | · | · | · | $-10M | $-15M | $-15M | $-26M | |
| Stock Repurchased | $10M | $251.0K | $5M | $15M | $22M | $8M | $0 | $0 | $0 | $17M | |
| Net Stock Activity | $-10M | $-251.0K | $-5M | $-15M | $-22M | $-8M | · | $0 | $0 | $-17M | |
| Dividends Paid | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M | |
| Financing Cash Flow | $-201M | $289M | $-105M | $-329M | $985M | $1.02B | $-53M | $291M | $179M | $528M | |
| Net Change in Cash | · | · | · | · | · | · | · | $21M | $10M | $9M | |
| Taxes Paid | $25M | $23M | $28M | $63M | $46M | $46M | $28M | $32M | $34M | $41M | |
| Free Cash Flow | $219M | $177M | $148M | $176M | $150M | $134M | $147M | $140M | $130M | $106M | |
| Levered FCF | · | · | $36M | $159M | $135M | $109M | $103M | $109M | $114M | $91M |
Rentabilité 4
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 92.5% | 84.9% | 82.1% | 100.9% | 102.6% | 74.1% | 90.0% | 89.3% | 20.3% | 20.6% | |
| Pretax Margin | 120.0% | 108.3% | 106.0% | 130.2% | 132.3% | 94.4% | 115.6% | 108.7% | 31.7% | 31.2% | |
| ROA | 1.1% | 1.0% | 0.95% | 1.3% | 1.4% | 1.0% | 1.3% | 1.2% | 0.91% | 0.92% | |
| ROE | 9.1% | 9.2% | 8.5% | 13.1% | 12.4% | 8.9% | 10.9% | 11.2% | 8.6% | 8.6% |
Liquidité et Solvabilité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.3 | 0.5 | 0.1 | 0.1 | 0.6 | 0.9 | 0.8 | 0.7 |
Efficacité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Taux de croissance 10
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.4% | 14.5% | -3.9% | -0.23% | 7.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.7% | 3.1% | 0.90% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 12.1% | 12.1% | -24.7% | -0.56% | 49.4% | · | · | · | · | · | |
| EPS CAGR 3Y | -1.8% | -5.7% | 3.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.0% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.3% | 18.4% | -21.9% | -1.9% | 48.4% | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.6% | -3.2% | 4.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.2% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 6
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Net Income TTM | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| P/E | 12.5 | 16.1 | 15.8 | 12.3 | 10.9 | 13.5 | 14.8 | 13.5 | 19.7 | 23.3 | |
| Earnings Yield | 8.0% | 6.2% | 6.3% | 8.1% | 9.2% | 7.4% | 6.8% | 7.4% | 5.1% | 4.3% | |
| Payout Ratio | 42.9% | 44.3% | 47.0% | 32.7% | 30.8% | 45.2% | 38.0% | 38.4% | 48.8% | 49.6% | |
| Annual Payout | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M |
Compte de résultat 9
| 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 Expense | · | · | · | · | · | · | · | · | · | $52M | · | $42M | $32M | $19M | · | $5M | |
| Interest Income | $186M | $183M | $189M | $190M | $178M | $154M | $158M | $156M | $151M | $147M | $151M | $137M | $121M | $114M | $109M | $99M | |
| Pretax Income | $69M | $67M | $70M | $72M | $31M | $47M | $46M | $49M | $42M | $43M | $40M | $32M | $39M | $43M | $47M | $50M | |
| Income Tax | $16M | $16M | $14M | $17M | $8M | $10M | $10M | $11M | $9M | $9M | $9M | $7M | $9M | $10M | $11M | $11M | |
| Net Income | $53M | $51M | $56M | $54M | $23M | $37M | $36M | $38M | $33M | $34M | $30M | $25M | $30M | $34M | $36M | $39M | |
| EPS (Basic) | $1.02 | $0.98 | $1.07 | $1.04 | $0.45 | $0.78 | $0.76 | $0.81 | $0.69 | $0.72 | $0.65 | $0.54 | $0.70 | $0.78 | $0.84 | $0.91 | |
| EPS (Diluted) | $1.02 | $0.98 | $1.09 | $1.03 | $0.44 | $0.77 | $0.77 | $0.80 | $0.69 | $0.71 | $0.63 | $0.54 | $0.70 | $0.78 | $0.84 | $0.90 | |
| Shares (Basic) | 51,981,000 | 52,123,000 | -99,594,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,313,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,434,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,907,000 | 42,838,000 | |
| Shares (Diluted) | 51,981,000 | 52,123,000 | -99,370,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,045,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,192,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,643,000 | 42,838,000 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $98M | $100M | $99M | $99M | $96M | $82M | $81M | $80M | $79M | $80M | · | $83M | $67M | $68M | · | $69M | |
| PP&E (Gross) | · | · | $280M | · | · | · | $253M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $181M | · | · | · | $172M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $453M | $453M | $453M | $454M | $454M | $363M | $363M | $362M | $362M | $362M | $362M | $360M | $281M | $281M | $281M | $281M | |
| Intangibles | $51M | $54M | $58M | $61M | $64M | $34M | $36M | $36M | $37M | $39M | $40M | $43M | $6M | $7M | $7M | $8M | |
| Total Assets | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | $13.31B | $13.83B | $11.89B | $11.84B | $11.74B | $11.64B | |
| Short-term Debt | $316M | $118M | $148M | $139M | $113M | $86M | $163M | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Total Liabilities | $14.27B | $14.29B | $14.10B | $14.26B | $14.21B | $12.30B | $12.26B | $12.32B | $12.04B | $12.00B | · | $12.46B | $10.68B | $10.63B | · | $10.48B | |
| Total Debt | $316M | $118M | · | $139M | $113M | $86M | · | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Common Stock | $591.0K | $591.0K | $591.0K | $591.0K | $591.0K | $540.0K | $540.0K | $540.0K | $540.0K | $540.0K | · | $540.0K | $497.0K | $497.0K | · | $497.0K | |
| Paid-in Capital | $966M | $966M | $965M | $964M | $963M | $741M | $743M | $743M | $742M | $741M | · | $741M | $578M | $578M | · | $578M | |
| Retained Earnings | $1.26B | $1.23B | $1.20B | $1.16B | $1.13B | $1.12B | $1.10B | $1.08B | $1.06B | $1.04B | · | $1.01B | $997M | $980M | · | $935M | |
| Treasury Stock | $196M | $194M | $183M | $173M | $174M | $175M | $175M | $176M | $176M | $176M | · | $177M | $175M | $173M | · | $173M | |
| AOCI | $-89M | $-87M | $-83M | $-99M | $-109M | $-122M | $-142M | $-126M | $-163M | $-164M | $-161M | $-208M | $-190M | $-174M | $-190M | $-184M | |
| Stockholders' Equity | $1.94B | $1.91B | $1.90B | $1.85B | $1.81B | $1.57B | $1.53B | $1.52B | $1.46B | $1.44B | $1.43B | $1.36B | $1.21B | $1.21B | $1.17B | $1.16B | |
| Liabilities + Equity | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | · | $13.83B | $11.89B | $11.84B | · | $11.64B |
Flux de trésorerie 12
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $871.0K | $3M | $647.0K | $2M | $873.0K | $2M | $837.0K | $964.0K | $2M | $2M | $965.0K | $825.0K | $847.0K | $2M | $581.0K | $670.0K | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $458.0K | $536.0K | $538.0K | $544.0K | |
| Operating Cash Flow | $62M | $53M | $66M | $81M | $46M | $42M | $49M | $52M | $51M | $37M | $36M | $55M | $45M | $22M | $30M | $51M | |
| CapEx | $1M | $4M | $4M | $6M | $2M | $4M | $4M | $4M | $1M | $2M | $3M | $3M | $1M | $1M | $2M | $2M | |
| Investing Cash Flow | $-429M | $-6M | $-36M | $-14M | $332M | $-113M | $-148M | $-58M | $-180M | $-13M | $48M | $67M | $-83M | $-76M | $-227M | $-142M | |
| Stock Repurchased | $3M | $11M | $10M | $0 | $0 | $0 | $0 | $0 | $188.0K | $63.0K | $0 | $2M | $3M | $0 | $0 | $0 | |
| Net Stock Activity | · | $-11M | · | · | · | $0 | · | · | · | $-63.0K | · | · | · | $0 | · | · | |
| Dividends Paid | $19M | $19M | $19M | $19M | $18M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $13M | |
| Financing Cash Flow | $-54M | $182M | $-183M | $32M | $-91M | $41M | $-100M | $281M | $18M | $90M | $-551M | $350M | $10M | $86M | $74M | $-111M | |
| Taxes Paid | $17M | $3M | $8M | $16.0K | $15M | $2M | $6M | $8M | $6M | $4M | $973.0K | $5M | $6M | $15M | $21M | $18M | |
| Free Cash Flow | · | $49M | · | · | · | $38M | · | · | · | $34M | · | · | · | $20M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $6M | · | · |
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 | 28.4% | 27.7% | · | 29.3% | 13.2% | 23.8% | · | 25.8% | 23.3% | 24.1% | · | 18.2% | 24.8% | 26.6% | · | 29.6% | |
| Pretax Margin | 37.0% | 36.1% | · | 38.6% | 17.9% | 30.5% | · | 33.1% | 29.9% | 30.7% | · | 23.5% | 32.0% | 34.2% | · | 38.3% | |
| ROA | 0.33% | 0.34% | · | 0.36% | 0.15% | 0.27% | · | 0.28% | 0.26% | 0.27% | · | 0.19% | 0.25% | 0.28% | · | 0.33% | |
| ROE | 2.8% | 2.9% | · | 3.2% | 1.4% | 2.4% | · | 2.6% | 2.5% | 2.5% | · | 1.9% | 2.5% | 2.8% | · | 3.2% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.4 | 0.5 | 0.4 | · | 0.1 |
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) 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 | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | |
| Net Income TTM | $181M | $165M | · | $152M | $130M | $141M | · | $129M | $121M | $122M | · | $127M | $140M | $150M | · | $153M | |
| P/E | 14.2 | 13.2 | · | 13.7 | 15.4 | 14.4 | · | 16.1 | 14.6 | 13.4 | · | 10.9 | 9.8 | 9.7 | · | 10.7 | |
| Earnings Yield | 7.0% | 7.6% | · | 7.3% | 6.5% | 6.9% | · | 6.2% | 6.8% | 7.4% | · | 9.2% | 10.2% | 10.3% | · | 9.3% | |
| Payout Ratio | · | 37.6% | · | · | · | 43.7% | · | · | · | 44.6% | · | · | · | 38.2% | · | · |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Revenu | $183M | — | — | $166M | — |
| Résultat net | $169M | — | — | $141M | — |
| BPA dilué | $3.33 | — | — | $2.97 | — |
Bilan
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | 0.1 | — | — | 0.1 | — |
Flux de trésorerie
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $219M | — | — | $177M | — |
Signaux de trading Signaux d'achat/vente récents avec prix d'entrée et ratio risque/récompense
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Détenteurs institutionnels (13F) 303 déclarants · $1.1B 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 |
|---|---|---|---|---|
| 35 (-22 vs T. préc.) | 38 (+18 vs T. préc.) | 87 (-9 vs T. préc.) | 84 (+8 vs T. préc.) | +825K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $170 303 691 | 3 449 538 | 15,67% | Actions |
| STATE STREET CORP | $134 853 711 | 2 731 491 | 12,41% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $113 132 991 | 2 291 533 | 10,41% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $111 325 647 | 2 254 925 | 10,24% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $59 190 904 | 1 198 659 | 5,45% | Actions |
| FMR LLC | $33 979 248 | 688 257 | 3,13% | Actions |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $31 979 295 | 647 745 | 2,94% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $31 071 059 | 629 351 | 2,86% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30 196 864 | 611 644 | 2,78% | Actions |
| FULLER & THALER ASSET MANAGEMENT, INC. | $28 580 978 | 578 914 | 2,63% | Actions |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27 632 241 | 559 697 | 2,54% | Actions |
| AMERICAN CENTURY COMPANIES INC | $25 666 624 | 519 883 | 2,36% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $16 978 738 | 343 908 | 1,56% | Actions |
| Bank of New York Mellon Corp | $15 541 380 | 314 794 | 1,43% | Actions |
| TWO SIGMA INVESTMENTS, LP | $11 889 382 | 240 822 | 1,09% | Actions |
| CITADEL ADVISORS LLC | $10 135 464 | 205 296 | 0,93% | Actions |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9 352 307 | 189 433 | 0,86% | Actions |
| Public Sector Pension Investment Board | $8 822 567 | 178 703 | 0,81% | Actions |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7 632 659 | 155 230 | 0,70% | Actions |
| ProShare Advisors LLC | $7 268 992 | 147 235 | 0,67% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $6 680 446 | 135 314 | 0,61% | Actions |
| RHUMBLINE ADVISERS | $6 495 443 | 131 567 | 0,60% | Actions |
| FIRST TRUST ADVISORS LP | $6 285 097 | 127 306 | 0,58% | Actions |
| Edgestream Partners, L.P. | $6 172 386 | 125 023 | 0,57% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6 030 200 | 122 143 | 0,55% | Actions |
| Ceredex Value Advisors LLC | $5 808 381 | 117 650 | 0,53% | Actions |
| Savant Capital, LLC | $5 741 300 | 126 428 | 0,53% | Actions |
| Swiss National Bank | $5 025 866 | 101 800 | 0,46% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4 828 340 | 96 029 | 0,44% | Actions |
| GOLDMAN SACHS GROUP INC | $4 553 695 | 92 236 | 0,42% | Actions |
| Schonfeld Strategic Advisors LLC | $4 517 946 | 91 512 | 0,42% | Actions |
| RAYMOND JAMES FINANCIAL INC | $4 189 489 | 84 859 | 0,39% | Actions |
| Legal & General Group Plc | $3 935 282 | 79 710 | 0,36% | Actions |
| AMERIPRISE FINANCIAL INC | $3 907 487 | 79 147 | 0,36% | Actions |
| Qube Research & Technologies Ltd | $3 843 849 | 77 858 | 0,35% | Actions |
| Empowered Funds, LLC | $3 809 044 | 77 153 | 0,35% | Actions |
| BANK OF AMERICA CORP /DE/ | $3 664 143 | 74 218 | 0,34% | Actions |
| PL Capital Advisors, LLC | $3 605 491 | 73 030 | 0,33% | Actions |
| D. E. Shaw & Co., Inc. | $3 492 236 | 70 736 | 0,32% | Actions |
| ALLIANCEBERNSTEIN L.P. | $2 742 365 | 64 405 | 0,25% | Actions |
| PRUDENTIAL FINANCIAL INC | $2 686 518 | 54 416 | 0,25% | Actions |
| LPL Financial LLC | $2 559 778 | 51 849 | 0,24% | Actions |
| Baird Financial Group, Inc. | $2 249 742 | 45 569 | 0,21% | Actions |
| MGO ONE SEVEN LLC | $2 139 202 | 43 330 | 0,20% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 123 678 | 49 875 | 0,20% | Actions |
| Quantinno Capital Management LP | $2 104 281 | 42 622 | 0,19% | Actions |
| Connor, Clark & Lunn Investment Management Ltd. | $2 071 368 | 41 956 | 0,19% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 003 237 | 40 576 | 0,18% | Actions |
| INTECH INVESTMENT MANAGEMENT LLC | $1 969 221 | 39 887 | 0,18% | Actions |
| BlackRock, Inc. | $1 898 770 | 38 460 | 0,17% | Actions |
| Linden Thomas Advisory Services, LLC | $1 779 887 | 36 052 | 0,16% | Actions |
| Horizon Advisory Services, Inc. | $1 717 138 | 34 781 | 0,16% | Actions |
| Members Advisory Group LLC | $1 654 981 | 33 522 | 0,15% | Actions |
| MetLife Investment Management, LLC | $1 490 135 | 30 183 | 0,14% | Actions |
| Cetera Investment Advisers | $1 458 033 | 29 533 | 0,13% | Actions |
| Financial Engines Advisors L.L.C. | $1 453 058 | 29 432 | 0,13% | Actions |
| TOMPKINS FINANCIAL CORP | $1 406 354 | 28 486 | 0,13% | Actions |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1 374 708 | 27 845 | 0,13% | Actions |
| MISSION WEALTH MANAGEMENT, LP | $1 337 718 | 27 096 | 0,12% | Actions |
| Illinois Municipal Retirement Fund | $1 335 014 | 27 041 | 0,12% | Actions |
| Arax Advisory Partners | $1 330 966 | 26 959 | 0,12% | Actions |
| Horizon Investments, LLC | $1 326 424 | 26 867 | 0,12% | Actions |
| XTX Topco Ltd | $1 322 079 | 26 779 | 0,12% | Actions |
| Vanguard Global Advisers, LLC | $1 321 684 | 26 771 | 0,12% | Actions |
| IFP Advisors, Inc | $1 235 929 | 25 034 | 0,11% | Actions |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 178 709 | 23 875 | 0,11% | Actions |
| FRANKLIN RESOURCES INC | $1 172 439 | 23 748 | 0,11% | Actions |
| Louisiana State Employees Retirement System | $1 125 636 | 22 800 | 0,10% | Actions |
| PNC Financial Services Group, Inc. | $1 102 926 | 22 340 | 0,10% | Actions |
| WELLS FARGO & COMPANY/MN | $1 098 976 | 22 260 | 0,10% | Actions |
| Rafferty Asset Management, LLC | $1 081 845 | 21 913 | 0,10% | Actions |
| Rosenthal | Henry Capital Advisors, Inc. | $1 045 409 | 21 175 | 0,10% | Actions |
| Invesco Ltd. | $1 009 024 | 20 438 | 0,09% | Actions |
| JANUS HENDERSON GROUP PLC | $992 889 | 23 310 | 0,09% | Actions |
| Geneos Wealth Management Inc. | $953 236 | 19 308 | 0,09% | Actions |
| NEW YORK STATE COMMON RETIREMENT FUND | $902 829 | 18 287 | 0,08% | Actions |
| Note Advisors, LLC | $891 008 | 18 048 | 0,08% | Actions |
| MORGAN STANLEY | $867 343 | 17 568 | 0,08% | Actions |
| Beacon Pointe Advisors, LLC | $866 148 | 17 544 | 0,08% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $852 077 | 17 259 | 0,08% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $798 652 | 16 177 | 0,07% | Actions |
| Mariner, LLC | $795 494 | 16 113 | 0,07% | Actions |
| OSAIC HOLDINGS, INC. | $787 731 | 15 953 | 0,07% | Actions |
| Financial Planning Hawaii, Inc. | $762 223 | 15 439 | 0,07% | Actions |
| Police & Firemen's Retirement System of New Jersey | $754 966 | 15 292 | 0,07% | Actions |
| LEIGH BALDWIN & CO., LLC | $741 455 | 15 018 | 0,07% | Actions |
| CWM, LLC | $741 430 | 17 413 | 0,07% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $740 550 | 15 000 | 0,07% | Option d'achat |
| PEOPLES FINANCIAL SERVICES CORP. | $740 400 | 15 000 | 0,07% | Actions |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $739 168 | 14 972 | 0,07% | Actions |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $722 283 | 14 630 | 0,07% | Actions |
| ARIZONA STATE RETIREMENT SYSTEM | $690 785 | 13 992 | 0,06% | Actions |
| YOUSIF CAPITAL MANAGEMENT, LLC | $686 589 | 13 907 | 0,06% | Actions |
| Washington Trust Advisors, Inc. | $672 716 | 13 626 | 0,06% | Actions |
| Fenimore Asset Management Inc | $659 336 | 13 355 | 0,06% | Actions |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $646 056 | 13 086 | 0,06% | Actions |
| Entropy Technologies, LP | $645 217 | 13 069 | 0,06% | Actions |
| NISA INVESTMENT ADVISORS, LLC | $639 736 | 12 958 | 0,06% | Actions |
| IEQ CAPITAL, LLC | $628 501 | 12 730 | 0,06% | Actions |
| Community Bank, N.A. | $613 100 | 12 421 | 0,06% | Actions |
Initiés de la société 51 initiés · 14 dirigeants · 17 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Scott Allen Kingsley | President & CEO NBT Bancorp | 23 mars 2026 A | 57 936 | 0 | 0 | $0 |
| Annette L Burns | EVP & Chief Financial Officer | 23 mars 2026 A | 24 313 | 0 | 0 | $0 |
| John V Moran | EVP & Chief Financial Officer | 23 mars 2020 A | 6 362 | 0 | 0 | $0 |
| Joseph R Stagliano | SEVP & President of NBT Bank | 23 mars 2026 F | 85 446 | 0 | 0 | $0 |
| Ruth H Mahoney | EVP/President of Wealth Mgmt | 29 juillet 2026 S | 11 928 | 0 | 2 | $-477 350 |
| Sarah A Halliday | EVP/Chief Comm Innovation Off | 29 juillet 2026 S | 22 054 | 0 | 1 | $-486 360 |
| Martin Randolph Sparks | EVP,General Counsel,Secretary | 12 juin 2026 S | 14 463 | 0 | 2 | $-156 768 |
| Cynthia A Smaniotto | EVP, Chief HR Officer | 15 mai 2026 F | 17 747 | 0 | 0 | $0 |
| Amy Wiles | EVP, Chief Risk and Credit | 15 mai 2026 F | 27 161 | 0 | 1 | $-202 768 |
| Shaunastar Hyle | EVP, Retail Community Banking | 23 mars 2026 A | 29 298 | 0 | 0 | $0 |
| Angela M Kelley | EVP,General Counsel,Secretary | 23 mars 2020 A | 3 860 | 0 | 0 | $0 |
| Catherine Scarlett | EVP, Chief HR & Ethics Officer | 15 janvier 2020 F | 57 225 | 0 | 0 | $0 |
| Matthew K Durkee | EVP / President of New England | 15 janvier 2020 F | 31 471 | 0 | 0 | $0 |
| Timothy Brenner | EVP & President Wealth Mgmt | 15 janvier 2020 F | 58 115 | 0 | 0 | $0 |
| Heidi M Hoeller | Administrateur | 12 juin 2026 S | 11 560 | 0 | 1 | $-100 884 |
| John H Watt JR | Administrateur | 9 juin 2026 S | 54 010 | 0 | 1 | $-995 820 |
| Andrew S Kowalczyk III | Administrateur | 21 mai 2026 A | 13 642 | 0 | 0 | $0 |
| Jason David Brown | Administrateur | 19 mai 2026 A | 8 414 | 0 | 0 | $0 |
| Johanna R Ames | Administrateur | 19 mai 2026 A | 7 593 | 0 | 0 | $0 |
| Matthew J Salanger | Administrateur | 19 mai 2026 A | 28 116 | 0 | 0 | $0 |
| Daniel V Robinson II | Administrateur | 19 mai 2026 A | 21 755 | 0 | 0 | $0 |
| David J Nasca | Administrateur | 19 mai 2026 A | 71 705 | 0 | 0 | $0 |
| Richard J Cantele JR | Administrateur | 19 mai 2026 A | 58 106 | 0 | 0 | $0 |
| Martin A Dietrich | Administrateur | 19 mai 2026 A | 112 294 | 0 | 0 | $0 |
| Timothy E Delaney | Administrateur | 19 mai 2026 A | 52 935 | 5 | 0 | $2 444 166 |
| John C Mitchell | Administrateur | 19 mai 2020 A | 34 727 | 0 | 0 | $0 |
| Jack H Webb | Administrateur | 19 décembre 2016 G | 55 340 | 0 | 0 | $0 |
| Lowell A Seifter | Administrateur | 25 mars 2013 A | 34 514 | 0 | 0 | $0 |
| Paul M Solomon | Administrateur | 25 mars 2013 A | 61 895 | 0 | 0 | $0 |
| Andrew S Kowalczyk JR | Administrateur | 3 mai 2005 A | 9 535 | 0 | 0 | $0 |
| Gene E Goldenziel | Administrateur | 26 janvier 2004 A | 77 280 | 0 | 0 | $0 |
| Michael J Chewens | — | 16 janvier 2015 S | 38 290 | 0 | 0 | $0 |
| Sheldon F Prentice | — | 15 janvier 2015 F | 19 177 | 0 | 0 | $0 |
| David E Raven | — | 15 janvier 2015 F | 33 550 | 0 | 0 | $0 |
| Jeffrey M Levy | — | 21 janvier 2009 A | 12 425 | 0 | 0 | $0 |
| Daryl R Forsythe | — | 2 janvier 2009 S | 126 618 | 0 | 0 | $0 |
| Michael M Murphy | — | 12 novembre 2008 S | 0 | 0 | 0 | $0 |
| William C Gumble | — | 5 novembre 2008 S | 96 607 | 0 | 0 | $0 |
| Joseph G Nasser | — | 3 novembre 2008 M | 28 100 | 0 | 0 | $0 |
| Robert A Wadsworth | — | 1 mai 2008 A | 3 953 | 0 | 0 | $0 |
| CIVIL PATRICIA T | — | 1 mai 2008 A | 7 470 | 0 | 0 | $0 |
| William L Owens | — | 1 mai 2008 A | 11 431 | 0 | 0 | $0 |
| Joseph A Santangelo | — | 1 mai 2008 A | 14 285 | 0 | 0 | $0 |
| Richard Chojnowski | — | 1 mai 2008 A | 271 966 | 0 | 0 | $0 |
| Janet H Ingraham | — | 30 octobre 2007 A | 17 193 | 0 | 0 | $0 |
| Paul D Horger | — | 1 mai 2007 A | 17 384 | 0 | 0 | $0 |
| Peter B Gregory DDS | — | 1 mai 2007 A | 95 042 | 0 | 0 | $0 |
| Michael H Hutcherson | — | 1 mai 2007 A | 6 713 | 0 | 0 | $0 |
| Van Ness D Robinson | — | 7 février 2007 S | 812 558 | 0 | 0 | $0 |
| Ronald M Bentley | — | 28 juillet 2006 M | 550 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Détention d'ETF Détenu par 72 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,06% | 150 023 NS | 31 mai 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,24% | 10 198 NS | 30 avril 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,22% | 24 541 NS | 30 avril 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 561 NS | 30 avril 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,18% | 48 913 NS | 30 avril 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,17% | 103 001 NS | 31 mai 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 18 967 NS | 30 avril 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,11% | 347 050 NS | 30 avril 2026 | N-PORT |
| SAA · ProShares Trust | 0,11% | 627 NS | 31 mai 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 13 973 NS | 30 avril 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,07% | 913 NS | 30 avril 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 22 192 NS | 30 avril 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 2 410 NS | 31 mai 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,06% | 1 651 NS | 30 avril 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,06% | 96 384 NS | 30 avril 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 164 527 NS | 30 avril 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 98 670 NS | 31 mai 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 250 462 NS | 31 mai 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,05% | 1 587 NS | 30 avril 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 7 855 NS | 31 mai 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1 885 NS | 31 mai 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 13 092 NS | 30 avril 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 1 906 NS | 31 mai 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 2 182 NS | 30 avril 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 125 865 NS | 31 mai 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 7 854 NS | 30 avril 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2 112 NS | 31 mai 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 1 301 NS | 31 mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 124 253 NS | 30 avril 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 38 513 NS | 30 avril 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 48 NS | 31 mai 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 5 748 NS | 30 avril 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 19 545 NS | 31 mai 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 22 493 NS | 31 mai 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 3 672 NS | 30 avril 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 14 031 NS | 30 avril 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 1 140 NS | 31 mai 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 15 785 NS | 30 avril 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 30 853 NS | 31 mai 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 410 NS | 31 mai 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VBR · VANGUARD INDEX FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 juillet 2026 | Quotidien |
| VIG · VANGUARD SPECIALIZED FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 juillet 2026 | Quotidien |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VYM · VANGUARD WHITEHALL FUNDS | — | — | 15 juillet 2026 | Quotidien |