PFG Principal Financial Group Inc - Common Stock
À propos de Principal Financial Group Inc - Common Stock Présentation de l'entreprise depuis Wikipedia
Principal Financial est une entreprise d'assurance américaine ayant son siège social dans la ville de Des Moines en Iowa.
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Principal Financial est une entreprise d'assurance américaine ayant son siège social dans la ville de Des Moines en Iowa.
## Activités
Gestion de fonds de retraite
Assurance vie et non vie (27,1%) ;
Gestion d'actifs (9,1%).
A fin 2019, le groupe compte 735,3 Mds USD d'actifs sous gestion.
== Histoire ==
Source : Wikipedia, CC BY-SA 4.0 · Voir sur Wikipedia ↗
PFG Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
PFG 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
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
| Date ex-dividende | Montant |
|---|---|
| 1 juin 2026 | $0,8200 |
| 11 mars 2026 | $0,8000 |
| 3 décembre 2025 | $0,7900 |
| 4 septembre 2025 | $0,7800 |
| 2 juin 2025 | $0,7600 |
| 12 mars 2025 | $0,7500 |
| 2 décembre 2024 | $0,7300 |
| 5 septembre 2024 | $0,7200 |
| 3 juin 2024 | $0,7100 |
| 11 mars 2024 | $0,6900 |
| 30 novembre 2023 | $0,6700 |
| 6 septembre 2023 | $0,6500 |
| 31 mai 2023 | $0,6400 |
| 14 mars 2023 | $0,6400 |
| 30 novembre 2022 | $0,6400 |
| 7 septembre 2022 | $0,6400 |
| 1 juin 2022 | $0,6400 |
| 9 mars 2022 | $0,6400 |
| 30 novembre 2021 | $0,6400 |
| 31 août 2021 | $0,6300 |
PFG Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
- Achat fort 0 0,0%
- Achat 2 8,7%
- Conserver 14 60,9%
- Vente 6 26,1%
- Vente forte 1 4,3%
Objectif de cours à 12 mois
12 analystes · 2026-08-19Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $2.50 | $2.36 | 0.14% |
| 31 mars 2026 | $2.07 | $2.02 | 0.05% |
| 31 décembre 2025 | $2.19 | $2.25 | -0.06% |
| 30 septembre 2025 | $2.10 | $2.22 | -0.12% |
| 30 juin 2025 | $2.16 | $1.99 | 0.17% |
| 31 mars 2025 | $1.81 | $1.84 | -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 |
|---|---|---|---|---|---|---|
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | — |
| MET | $51.73B | 16.8 | 8.6% | 4.4% | 12.1% | — |
| AFL | $57.20B | 16.2 | -9.3% | 21.2% | 12.9% | — |
| PRU | — | — | — | — | — | — |
| UNM | — | — | — | — | — | — |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | — |
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | — |
| OSCR | — | -8.5 | 27.5% | -3.8% | -44.5% | — |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | — |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 8
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B | $14.74B | $16.22B | $14.24B | $14.09B | $12.39B | $11.96B | $10.48B | |
| Income Tax | $160M | $292M | $69M | $1.19B | $284M | $265M | $249M | $231M | $-72M | $230M | $178M | $318M | |
| Net Income | $1.19B | $1.57B | $623M | $4.76B | $1.58B | $1.40B | $1.39B | $1.55B | $2.31B | $1.32B | $1.23B | $1.14B | |
| EPS (Basic) | $5.32 | $6.77 | $2.58 | $18.94 | $5.87 | $5.08 | $5.00 | $5.41 | $8.00 | $4.55 | $4.11 | $3.70 | |
| EPS (Diluted) | $5.25 | $6.68 | $2.55 | $18.63 | $5.79 | $5.05 | $4.96 | $5.36 | $7.88 | $4.50 | $4.06 | $3.65 | |
| Shares (Basic) | 222,800,000 | 232,000,000 | 241,300,000 | 251,100,000 | 269,000,000 | 274,700,000 | 278,600,000 | 285,800,000 | 288,900,000 | 289,400,000 | 294,400,000 | 294,700,000 | |
| Shares (Diluted) | 225,700,000 | 235,300,000 | 244,600,000 | 255,300,000 | 272,900,000 | 276,600,000 | 281,000,000 | 288,800,000 | 293,100,000 | 292,700,000 | 298,000,000 | 298,700,000 | |
| EBITDA | $251M | $256M | $273M | $296M | $275M | $252M | $227M | $205M | $196M | $187M | $193M | $170M |
Bilan 18
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4.43B | $4.21B | $4.71B | $4.85B | $2.33B | $2.85B | $2.52B | $2.98B | $2.47B | $2.72B | $2.56B | $1.86B | |
| PP&E (Net) | · | · | · | · | · | · | $968M | $767M | $760M | $699M | $634M | $590M | |
| Goodwill | $1.60B | $1.55B | $1.61B | $1.60B | $1.63B | $1.71B | $1.69B | $1.10B | $1.07B | $1.02B | $1.01B | $1.01B | |
| Intangibles | $1.27B | $1.39B | $1.47B | $1.53B | $1.60B | $1.72B | $1.79B | $1.32B | $1.31B | $1.33B | $1.36B | $1.32B | |
| Total Assets | $341.38B | $313.66B | $305.05B | $290.87B | $304.66B | $296.63B | $276.09B | $243.04B | $253.94B | $228.01B | $218.66B | $219.09B | |
| Short-term Debt | $28M | $153M | $61M | $81M | $80M | $85M | $93M | $43M | $40M | $51M | $181M | $28M | |
| Deferred Tax | $1.86B | $1.71B | $1.61B | $1.32B | $2.32B | $2.33B | $1.80B | $958M | $1.09B | $972M | $697M | $1.04B | |
| Total Liabilities | $328.99B | $302.19B | $293.84B | $280.59B | $288.20B | $279.75B | $261.14B | $231.19B | $240.92B | $217.62B | $209.20B | $208.80B | |
| Long-term Debt | $3.93B | $3.96B | $3.93B | $4.00B | $4.28B | $4.28B | $3.73B | $3.26B | $3.18B | $3.13B | $3.27B | $2.53B | |
| Total Debt | $28M | $153M | $61M | $81M | $80M | $85M | $93M | $43M | $40M | $51M | $181M | $28M | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $11.28B | $11.10B | $10.91B | $10.74B | $10.49B | $10.32B | $10.18B | $10.06B | $9.93B | $9.69B | $9.54B | $9.95B | |
| Retained Earnings | $18.07B | $17.58B | $16.68B | $16.70B | $12.88B | $11.84B | $11.07B | $10.29B | $9.48B | $7.72B | $6.88B | $6.11B | |
| Treasury Stock | $13.28B | $12.38B | $11.34B | $10.59B | $8.93B | $7.99B | $7.68B | $7.40B | $6.73B | $6.51B | $6.23B | $5.93B | |
| AOCI | $-4.19B | $-5.22B | $-5.35B | $-6.88B | $1.61B | $2.38B | $1.04B | $-1.57B | $166M | $-675M | $-882M | $50M | |
| Stockholders' Equity | $11.88B | $11.09B | $10.92B | $9.98B | $16.07B | $16.56B | $14.62B | $11.39B | $12.85B | $10.23B | $9.31B | $10.18B | |
| Liabilities + Equity | $341.38B | $313.66B | $305.05B | $290.87B | $304.66B | $296.63B | $276.09B | $243.04B | $253.94B | $228.01B | $218.66B | $219.09B | |
| Shares Outstanding | 217,380,912 | 226,225,161 | 236,438,294 | 243,549,782 | 261,700,000 | 273,300,000 | 276,600,000 | 279,500,000 | 289,000,000 | 287,700,000 | 291,400,000 | 293,900,000 |
Flux de trésorerie 16
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $251M | $256M | $273M | $296M | $275M | $252M | $227M | $205M | $196M | $187M | $193M | $170M | |
| Stock-based Comp | $110M | $109M | $99M | $91M | $96M | $87M | $83M | $77M | $83M | $84M | $84M | $75M | |
| Deferred Tax | $-102M | $7M | $-57M | $1.18B | $117M | $192M | $157M | $231M | $-133M | $174M | $-41M | $167M | |
| Amort. of Intangibles | $73M | $66M | $69M | $71M | $75M | $74M | $63M | $54M | $45M | $44M | $42M | $50M | |
| Other Non-cash | $3.09B | $2.66B | $2.85B | $-3.23B | $977M | $1.81B | $3.63B | $3.10B | $1.73B | $2.10B | $2.91B | $1.55B | |
| Operating Cash Flow | $4.54B | $4.60B | $3.79B | $3.17B | $3.25B | $3.71B | $5.49B | $5.16B | $4.19B | $3.86B | $4.38B | $3.10B | |
| Investing Cash Flow | $-4.14B | $-5.40B | $-1.35B | $1.06B | $-5.69B | $-5.00B | $-7.69B | $-5.70B | $-4.05B | $-5.15B | $-3.17B | · | |
| Debt Issued | · | $22M | $692M | $15M | · | $609M | $505M | $81M | $3M | $656M | $805M | $38M | |
| Net Debt Issued | $-400M | $22M | $-72M | $-287M | $-2M | $543M | $473M | $80M | $-54M | $-143M | $752M | $-62M | |
| Stock Issued | $44M | $68M | $58M | $182M | $87M | $43M | $38M | $64M | $162M | $38M | $76M | $78M | |
| Stock Repurchased | $903M | $1.04B | $740M | $1.66B | $937M | $307M | $281M | $672M | $220M | $277M | $301M | $223M | |
| Net Stock Activity | $-859M | $-975M | $-683M | $-1.48B | $-850M | $-264M | $-243M | $-608M | $-58M | $-240M | $-224M | $-145M | |
| Dividends Paid | $684M | $658M | $626M | $642M | $654M | $614M | $606M | $599M | $540M | $465M | $441M | $377M | |
| Financing Cash Flow | $-182M | $300M | $-2.59B | $-1.72B | $1.92B | $1.62B | $1.73B | $1.05B | $-384M | $1.45B | $-509M | · | |
| Net Change in Cash | $219M | $-496M | $-140M | $2.52B | $-518M | $334M | $-462M | $507M | $-249M | $155M | $701M | $-508M | |
| Taxes Paid | $221M | $118M | $68M | $142M | $110M | $-172M | $-8M | $-96M | $79M | $179M | $130M | $74M |
Rentabilité 4
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 7.6% | 9.7% | 4.6% | 27.5% | 12.0% | 9.5% | 8.6% | 10.9% | 16.4% | 10.6% | 10.3% | 10.9% | |
| EBITDA Margin | 1.6% | 1.6% | 2.0% | 1.7% | 1.9% | 1.7% | 1.4% | 1.4% | 1.4% | 1.5% | 1.6% | 1.6% | |
| ROA | 0.36% | 0.51% | 0.21% | 1.6% | 0.57% | 0.49% | 0.54% | 0.62% | 0.96% | 0.59% | 0.56% | 0.54% | |
| ROE | 10.3% | 14.3% | 6.0% | 36.9% | 10.5% | 8.9% | 10.7% | 12.8% | 20.0% | 13.5% | 12.7% | 11.5% |
Liquidité et Solvabilité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Efficacité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.1 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 |
Taux de croissance 10
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -3.1% | 18.0% | -22.1% | 21.5% | -2.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.8% | 3.8% | -2.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -21.4% | 162.0% | -86.3% | 221.8% | 14.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -34.4% | 4.9% | -20.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 0.78% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -24.6% | 152.1% | -86.9% | 201.0% | 13.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -37.1% | -0.19% | -23.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 2.2% | · | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 15
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B | $14.74B | $16.22B | $14.24B | $14.09B | $12.39B | $11.96B | $10.48B | |
| Net Income TTM | $1.19B | $1.57B | $623M | $4.76B | $1.58B | $1.40B | $1.39B | $1.55B | $2.31B | $1.32B | $1.23B | $1.14B | |
| Market Cap | $19.18B | $17.51B | $18.60B | $20.43B | $18.93B | $13.56B | $15.21B | $12.35B | $20.39B | $16.65B | $13.11B | $15.27B | |
| Enterprise Value | $14.77B | $13.45B | $13.95B | $15.67B | $16.68B | $10.79B | $12.79B | $9.41B | $17.96B | $13.98B | $10.72B | $13.43B | |
| P/E | 16.8 | 11.6 | 30.9 | 4.5 | 12.5 | 9.8 | 11.1 | 8.2 | 9.0 | 12.9 | 11.1 | 14.2 | |
| P/S | 1.2 | 1.1 | 1.4 | 1.2 | 1.3 | 0.9 | 0.9 | 0.9 | 1.4 | 1.3 | 1.1 | 1.5 | |
| P/B | 1.6 | 1.6 | 1.7 | 2.0 | 1.2 | 0.8 | 1.0 | 1.1 | 1.6 | 1.6 | 1.4 | 1.5 | |
| P / Tangible Book | 2.1 | 2.1 | 2.4 | 3.0 | 1.5 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 4.2 | 3.8 | 4.9 | 6.4 | 5.9 | 3.6 | 2.8 | 2.4 | 4.9 | 4.3 | 3.0 | 4.9 | |
| EV / EBITDA | 58.8 | 52.5 | 51.2 | 52.9 | 60.6 | 42.8 | 56.4 | 45.9 | 91.8 | 74.9 | 55.6 | 79.2 | |
| EV / Revenue | 0.9 | 0.8 | 1.0 | 0.9 | 1.2 | 0.7 | 0.8 | 0.7 | 1.3 | 1.1 | 0.9 | 1.3 | |
| Dividend Yield | 3.6% | 3.8% | 3.4% | 3.1% | 3.5% | 4.5% | 4.0% | 4.9% | 2.6% | 2.8% | 3.4% | 2.5% | |
| Earnings Yield | 5.9% | 8.6% | 3.2% | 22.2% | 8.0% | 10.2% | 9.0% | 12.1% | 11.2% | 7.8% | 9.0% | 7.0% | |
| Payout Ratio | 57.7% | 41.9% | 100.4% | 13.4% | 38.2% | 44.0% | 43.5% | 38.7% | 23.4% | 35.3% | 35.7% | 32.9% | |
| Annual Payout | $684M | $658M | $626M | $642M | $654M | $614M | $606M | $599M | $540M | $465M | $441M | $377M |
Compte de résultat 7
| 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 | $3.91B | $3.53B | $4.58B | $3.68B | $3.67B | $3.70B | $4.75B | $3.01B | $4.31B | $4.05B | $2.69B | $4.60B | $3.56B | $2.82B | $3.15B | $4.63B | |
| Income Tax | $66M | $69M | $110M | $14M | $70M | $-34M | $210M | $-100M | $87M | $95M | $-268M | $355M | $60M | $-78M | $-11M | $329M | |
| Net Income | $403M | $425M | $517M | $214M | $406M | $48M | $905M | $-220M | $353M | $532M | $-872M | $1.25B | $389M | $-140M | $-16M | $1.32B | |
| EPS (Basic) | $1.87 | $1.96 | $2.34 | $0.96 | $1.81 | $0.21 | $3.95 | $-0.95 | $1.51 | $2.26 | $-3.61 | $5.17 | $1.60 | $-0.58 | $-0.03 | $5.31 | |
| EPS (Diluted) | $1.84 | $1.93 | $2.30 | $0.95 | $1.79 | $0.21 | $3.92 | $-0.95 | $1.49 | $2.22 | $-3.55 | $5.10 | $1.58 | $-0.58 | $-0.04 | $5.22 | |
| Shares (Basic) | 215,900,000 | 217,200,000 | -449,400,000 | 222,400,000 | 224,100,000 | 225,700,000 | -468,500,000 | 230,700,000 | 233,800,000 | 236,000,000 | -485,900,000 | 241,100,000 | 242,700,000 | 243,400,000 | -508,900,000 | 248,000,000 | |
| Shares (Diluted) | 218,700,000 | 220,300,000 | -454,800,000 | 225,200,000 | 226,500,000 | 228,800,000 | -471,400,000 | 230,700,000 | 236,600,000 | 239,400,000 | -488,600,000 | 244,300,000 | 245,500,000 | 243,400,000 | -516,700,000 | 251,900,000 |
Bilan 17
| 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 | $5.26B | $4.05B | $4.43B | $5.14B | $3.66B | $3.88B | $4.21B | $6.17B | $4.82B | $4.17B | · | $4.56B | $4.07B | $4.64B | · | $4.24B | |
| Goodwill | $1.60B | $1.59B | $1.60B | $1.58B | $1.58B | $1.57B | $1.55B | $1.60B | $1.57B | $1.57B | $1.61B | $1.59B | $1.64B | $1.64B | $1.60B | $1.55B | |
| Intangibles | $1.26B | $1.27B | $1.27B | $1.27B | $1.28B | $1.29B | $1.39B | $1.42B | $1.42B | $1.44B | · | $1.48B | $1.52B | $1.54B | · | $1.52B | |
| Total Assets | $352.75B | $332.70B | $341.38B | $334.49B | $323.10B | $313.00B | $313.66B | $322.86B | $308.78B | $308.68B | · | $287.95B | $299.19B | $299.41B | · | $282.58B | |
| Short-term Debt | $16M | $18M | $28M | $13M | $24M | $29M | $153M | $37M | $50M | $51M | · | $24M | $26M | $24M | · | $66M | |
| Deferred Tax | $1.93B | $1.86B | $1.86B | $1.79B | $1.77B | $1.79B | $1.71B | $1.77B | $1.74B | $1.73B | · | $1.48B | $1.41B | $1.42B | · | $1.08B | |
| Total Liabilities | $339.86B | $320.31B | $328.99B | $322.36B | $311.25B | $301.41B | $302.19B | $311.26B | $297.44B | $297.08B | · | $276.97B | $288.53B | $288.87B | · | $272.84B | |
| Long-term Debt | $4.32B | $3.93B | $3.93B | $3.92B | $3.92B | $4.32B | $3.96B | $3.93B | $3.93B | $3.93B | · | $3.93B | $3.99B | $4.69B | · | $3.98B | |
| Total Debt | $16M | $18M | · | $13M | $24M | $29M | · | $37M | $50M | $51M | · | $24M | $26M | $24M | · | $66M | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | |
| Paid-in Capital | $11.43B | $11.35B | $11.28B | $11.24B | $11.20B | $11.16B | $11.10B | $11.05B | $11.01B | $10.95B | · | $10.87B | $10.83B | $10.79B | · | $10.64B | |
| Retained Earnings | $18.54B | $18.32B | $18.07B | $17.73B | $17.69B | $17.46B | $17.58B | $16.85B | $17.24B | $17.05B | · | $17.72B | $16.63B | $16.40B | · | $17.21B | |
| Treasury Stock | $13.77B | $13.52B | $13.28B | $13.00B | $12.77B | $12.62B | $12.38B | $12.07B | $11.82B | $11.57B | · | $11.08B | $10.88B | $10.78B | · | $10.34B | |
| AOCI | $-4.07B | $-4.34B | $-4.19B | $-4.31B | $-4.71B | $-4.79B | $-5.22B | $-4.58B | $-5.41B | $-5.26B | · | $-6.84B | $-6.25B | $-6.20B | · | $-8.07B | |
| Stockholders' Equity | $12.14B | $11.82B | $11.88B | $11.67B | $11.42B | $11.22B | $11.09B | $11.24B | $11.01B | $11.19B | · | $10.67B | $10.34B | $10.22B | · | $9.45B | |
| Liabilities + Equity | $352.75B | $332.70B | $341.38B | $334.49B | $323.10B | $313.00B | $313.66B | $322.86B | $308.78B | $308.68B | · | $287.95B | $299.19B | $299.41B | · | $282.58B | |
| Shares Outstanding | 214,635,434 | 216,449,333 | 217,380,912 | 220,516,810 | 223,185,689 | 224,971,715 | 226,225,161 | 229,291,302 | 232,293,387 | 235,032,781 | · | 239,657,860 | 242,000,000 | 243,100,000 | · | 244,900,000 |
Flux de trésorerie 10
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $2.08B | $187M | $1.74B | $1.00B | $812M | $977M | $1.46B | $1.13B | $1.43B | $584M | $944M | $1.05B | $1.10B | $695M | $1.16B | $1.17B | |
| Investing Cash Flow | $-1.42B | $-960M | $-3.10B | $168M | $-250M | $-953M | $-3.77B | $2M | $-288M | $-1.34B | $-215M | $-50M | $22M | $-1.10B | $568M | $588M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $692M | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $691M | · | · | |
| Stock Issued | $41M | $28M | $10M | $6M | $13M | $14M | $25M | $9M | $21M | $13M | $14M | $10M | $14M | $20M | $80M | $53M | |
| Stock Repurchased | $258M | $235M | $275M | $228M | $159M | $240M | $306M | $252M | $250M | $234M | $251M | $201M | $100M | $188M | $250M | $459M | |
| Net Stock Activity | · | $-207M | · | · | · | $-226M | · | · | · | $-221M | · | · | · | $-169M | · | · | |
| Dividends Paid | $176M | $174M | $172M | $173M | $170M | $169M | $166M | $165M | $165M | $162M | $159M | $156M | $155M | $156M | $156M | $157M | |
| Financing Cash Flow | $549M | $396M | $651M | $306M | $-779M | $-361M | $349M | $228M | $-496M | $220M | $-586M | $-511M | $-1.69B | $202M | $-1.12B | $-692M | |
| Net Change in Cash | $1.21B | $-377M | $-706M | $1.48B | $-217M | $-336M | $-1.96B | $1.36B | $648M | $-539M | $143M | $490M | $-567M | $-207M | $608M | $1.07B |
Rentabilité 3
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 10.3% | 12.0% | · | 5.8% | 11.1% | 1.3% | · | -7.3% | 8.2% | 13.1% | · | 27.1% | 10.9% | -5.0% | · | 30.1% | |
| ROA | 0.12% | 0.13% | · | 0.07% | 0.13% | 0.02% | · | -0.07% | 0.12% | 0.18% | · | 0.44% | 0.13% | -0.05% | · | 0.48% | |
| ROE | 3.4% | 3.7% | · | 1.9% | 3.6% | 0.43% | · | -2.0% | 3.3% | 5.0% | · | 12.4% | 3.6% | -1.3% | · | 10.9% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Efficacité 1
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valorisation (TTM) 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 TTM | $14.79B | $14.58B | · | $14.06B | $14.69B | $15.07B | · | $15.97B | $16.52B | $15.03B | · | $15.60B | $17.67B | $17.20B | · | $17.81B | |
| Net Income TTM | $1.45B | $1.09B | · | $448M | $587M | $714M | · | $1.91B | $2.52B | $2.03B | · | $2.81B | $4.68B | $4.63B | · | $5.13B | |
| Market Cap | $23.13B | $19.50B | · | $18.28B | $17.73B | $18.98B | · | $19.70B | $18.22B | $20.29B | · | $17.27B | $18.35B | $18.07B | · | $17.67B | |
| Enterprise Value | $17.89B | $15.47B | · | $13.16B | $14.09B | $15.13B | · | $13.56B | $13.46B | $16.17B | · | $12.73B | $14.31B | $13.45B | · | $13.50B | |
| P/E | 16.6 | 18.5 | · | 41.5 | 31.3 | 28.4 | · | 10.9 | 7.6 | 10.4 | · | 6.4 | 4.1 | 4.1 | · | 3.6 | |
| P/S | 1.6 | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.3 | · | 1.1 | 1.0 | 1.1 | · | 1.0 | |
| P/B | 1.9 | 1.7 | · | 1.6 | 1.6 | 1.7 | · | 1.8 | 1.7 | 1.8 | · | 1.6 | 1.8 | 1.8 | · | 1.9 | |
| P / Tangible Book | 2.5 | 2.2 | · | 2.1 | 2.1 | 2.3 | · | 2.4 | 2.3 | 2.5 | · | 2.3 | 2.6 | 2.6 | · | 2.8 | |
| P / Cash Flow | · | 104.2 | · | · | · | 19.4 | · | · | · | 34.7 | · | · | · | 26.0 | · | · | |
| EV / Revenue | 1.2 | 1.1 | · | 0.9 | 1.0 | 1.0 | · | 0.8 | 0.8 | 1.1 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | |
| Earnings Yield | 6.0% | 5.4% | · | 2.4% | 3.2% | 3.5% | · | 9.2% | 13.2% | 9.6% | · | 15.7% | 24.2% | 24.3% | · | 27.7% | |
| Payout Ratio | · | 40.9% | · | · | · | 351.4% | · | · | · | 30.5% | · | · | · | -111.0% | · | · |
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 | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B |
| Résultat net | $1.19B | $1.57B | $623M | $4.76B | $1.58B |
| BPA dilué | $5.25 | $6.68 | $2.55 | $18.63 | $5.79 |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dernières actualités Actualités récentes mentionnant cette entreprise
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Détenteurs institutionnels (13F) 1 020 déclarants · $11.5B 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.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 112 (-19 vs T. préc.) | 50 (-21 vs T. préc.) | 364 (+32 vs T. préc.) | 263 (+6 vs T. préc.) | +23.3M |
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 GROUP INC | $2 192 946 205 | 24 860 517 | 19,09% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 452 817 061 | 13 479 468 | 12,65% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 214 251 420 | 11 266 018 | 10,57% | Actions |
| STATE STREET CORP | $1 106 346 180 | 10 264 856 | 9,63% | Actions |
| Capital World Investors | $650 991 739 | 6 040 005 | 5,67% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $539 755 773 | 5 030 050 | 4,70% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $358 584 496 | 3 327 004 | 3,12% | Actions |
| NORGES BANK | $217 141 672 | 2 014 675 | 1,89% | Actions |
| LPL Financial LLC | $122 231 664 | 1 134 085 | 1,06% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $120 815 344 | 1 120 944 | 1,05% | Actions |
| GOLDMAN SACHS GROUP INC | $100 581 277 | 933 209 | 0,88% | Actions |
| AMERICAN CENTURY COMPANIES INC | $94 203 248 | 874 031 | 0,82% | Actions |
| FEDERATED HERMES, INC. | $92 983 423 | 862 715 | 0,81% | Actions |
| AustralianSuper Pty Ltd | $82 923 561 | 769 378 | 0,72% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $81 832 396 | 759 254 | 0,71% | Actions |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $81 276 467 | 754 096 | 0,71% | Actions |
| Swiss National Bank | $65 907 470 | 611 500 | 0,57% | Actions |
| Legal & General Group Plc | $65 863 603 | 611 093 | 0,57% | Actions |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $63 783 126 | 591 790 | 0,56% | Actions |
| RAYMOND JAMES FINANCIAL INC | $63 156 923 | 585 980 | 0,55% | Actions |
| National Pension Service | $57 974 431 | 537 896 | 0,50% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $57 590 195 | 534 331 | 0,50% | Actions |
| Mitsubishi UFJ Asset Management Co., Ltd. | $54 241 248 | 503 256 | 0,47% | Actions |
| BlackRock, Inc. | $53 476 017 | 496 159 | 0,47% | Actions |
| Sumitomo Mitsui Trust Group, Inc. | $52 033 597 | 482 776 | 0,45% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $51 825 474 | 480 845 | 0,45% | Actions |
| BARCLAYS PLC | $47 898 295 | 444 408 | 0,42% | Actions |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $47 807 975 | 443 570 | 0,42% | Actions |
| Vanguard Global Advisers, LLC | $46 449 515 | 430 966 | 0,40% | Actions |
| California Public Employees Retirement System | $44 908 046 | 416 664 | 0,39% | Actions |
| RHUMBLINE ADVISERS | $44 622 334 | 414 014 | 0,39% | Actions |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $43 487 829 | 403 487 | 0,38% | Actions |
| Caisse de depot et placement du Quebec | $43 289 837 | 401 650 | 0,38% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $40 845 549 | 378 972 | 0,36% | Actions |
| CONNING INC. | $39 151 085 | 363 250 | 0,34% | Actions |
| BANK OF AMERICA CORP /DE/ | $38 700 564 | 359 070 | 0,34% | Actions |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $36 998 826 | 343 281 | 0,32% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $35 852 426 | 397 874 | 0,31% | Actions |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $35 174 619 | 390 352 | 0,31% | Actions |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $35 028 191 | 397 100 | 0,30% | Actions |
| Gotham Asset Management, LLC | $33 643 743 | 312 152 | 0,29% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $32 197 766 | 298 736 | 0,28% | Actions |
| Eurizon Capital SGR S.p.A. | $31 037 467 | 287 951 | 0,27% | Actions |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28 929 014 | 268 408 | 0,25% | Actions |
| MORGAN STANLEY | $27 006 974 | 250 575 | 0,24% | Actions |
| STRS OHIO | $25 611 222 | 237 625 | 0,22% | Actions |
| Quantinno Capital Management LP | $24 540 955 | 227 694 | 0,21% | Actions |
| PRINCIPAL FINANCIAL GROUP INC | $24 064 364 | 223 273 | 0,21% | Actions |
| Sound Income Strategies, LLC | $23 999 211 | 222 669 | 0,21% | Actions |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $23 984 283 | 222 530 | 0,21% | Actions |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | $22 536 798 | 209 100 | 0,20% | Actions |
| Swedbank AB | $22 530 764 | 209 044 | 0,20% | Actions |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $22 251 554 | 206 799 | 0,19% | Actions |
| STOREBRAND ASSET MANAGEMENT AS | $21 367 708 | 198 253 | 0,19% | Actions |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $21 261 114 | 197 264 | 0,19% | Actions |
| AVIVA PLC | $20 486 715 | 190 079 | 0,18% | Actions |
| Robeco Institutional Asset Management B.V. | $20 426 035 | 189 516 | 0,18% | Actions |
| GW HENSSLER & ASSOCIATES LTD | $20 177 994 | 223 926 | 0,18% | Actions |
| TRUST POINT INC. | $19 643 120 | 182 252 | 0,17% | Actions |
| ASR Vermogensbeheer N.V. | $19 035 544 | 176 618 | 0,17% | Actions |
| Focus Partners Wealth | $18 820 836 | 174 626 | 0,16% | Actions |
| ALLIANCEBERNSTEIN L.P. | $18 299 809 | 203 083 | 0,16% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $17 032 581 | 158 031 | 0,15% | Actions |
| CAPITAL MANAGEMENT CORP /VA | $16 391 556 | 152 083 | 0,14% | Actions |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $15 696 757 | 145 637 | 0,14% | Actions |
| Cetera Investment Advisers | $15 620 595 | 144 930 | 0,14% | Actions |
| Federation des caisses Desjardins du Quebec | $15 582 940 | 144 581 | 0,14% | Actions |
| FIRST TRUST ADVISORS LP | $15 382 621 | 142 722 | 0,13% | Actions |
| LBP AM SA | $14 662 176 | 136 038 | 0,13% | Actions |
| MAIRS & POWER INC | $14 580 787 | 135 283 | 0,13% | Actions |
| APG Asset Management N.V. | $14 255 468 | 151 218 | 0,12% | Actions |
| Pictet Asset Management Holding SA | $13 953 414 | 129 462 | 0,12% | Actions |
| AMERIPRISE FINANCIAL INC | $13 888 855 | 128 863 | 0,12% | Actions |
| FRANKLIN RESOURCES INC | $13 582 220 | 126 018 | 0,12% | Actions |
| NEW YORK STATE COMMON RETIREMENT FUND | $13 298 435 | 123 385 | 0,12% | Actions |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13 113 078 | 145 523 | 0,11% | Actions |
| Goelzer Investment Management, Inc. | $12 113 807 | 112 394 | 0,11% | Actions |
| Vanguard Investments Australia, Ltd. | $11 878 110 | 110 207 | 0,10% | Actions |
| Brandywine Global Investment Management, LLC | $11 638 604 | 131 942 | 0,10% | Actions |
| PRINCIPAL SECURITIES, INC. | $11 409 287 | 105 857 | 0,10% | Actions |
| Korea Investment CORP | $11 206 964 | 103 980 | 0,10% | Actions |
| Candriam S.C.A. | $10 735 112 | 99 698 | 0,09% | Actions |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $10 681 645 | 99 106 | 0,09% | Actions |
| Mitsubishi UFJ Trust & Banking Corp | $10 468 887 | 97 132 | 0,09% | Actions |
| PRUDENTIAL FINANCIAL INC | $10 289 433 | 95 467 | 0,09% | Actions |
| NOMURA ASSET MANAGEMENT CO LTD | $10 033 995 | 93 097 | 0,09% | Actions |
| Illinois Municipal Retirement Fund | $9 874 480 | 91 617 | 0,09% | Actions |
| ROYAL LONDON ASSET MANAGEMENT LTD | $9 566 230 | 88 757 | 0,08% | Actions |
| Cerity Partners LLC | $9 553 297 | 88 612 | 0,08% | Actions |
| Cambria Investment Management, L.P. | $9 546 075 | 88 570 | 0,08% | Actions |
| KLP KAPITALFORVALTNING AS | $9 489 490 | 88 045 | 0,08% | Actions |
| CITADEL ADVISORS LLC | $9 137 481 | 84 779 | 0,08% | Actions |
| FIFTH THIRD BANCORP | $9 061 782 | 84 077 | 0,08% | Actions |
| UBS Group AG | $8 945 524 | 82 998 | 0,08% | Actions |
| CHURCHILL MANAGEMENT Corp | $8 943 001 | 112 590 | 0,08% | Actions |
| NISA INVESTMENT ADVISORS, LLC | $8 768 334 | 81 354 | 0,08% | Actions |
| TD Asset Management Inc | $8 700 002 | 80 720 | 0,08% | Actions |
| State of Tennessee, Department of Treasury | $8 267 697 | 76 709 | 0,07% | Actions |
| Allianz Asset Management GmbH | $8 238 057 | 76 434 | 0,07% | Actions |
| MACKENZIE FINANCIAL CORP | $8 104 517 | 75 195 | 0,07% | Actions |
Initiés de la société 61 initiés · 29 dirigeants · 28 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Kamal Bhatia | President and CEO - PAM | 26 juin 2026 A | 65 454 | 0 | 0 | $0 |
| Deanna D Strable-Soethout | Chair, President and CEO | 26 juin 2026 A | 53 542 | 0 | 4 | $-2 352 460 |
| Patrick Gregory Halter | President and CEO - PAM | 28 mars 2024 A | 140 562 | 0 | 0 | $0 |
| Joel Pitz | EVP & CFO | 26 juin 2026 A | 2 928 | 0 | 0 | $0 |
| Wee Yee Cheong | President - Asia & Middle East | 26 juin 2026 A | 66 819 | 0 | 6 | $-2 786 038 |
| Christopher J Littlefield | President - RIS | 26 juin 2026 A | 76 741 | 0 | 0 | $0 |
| Renee V. Schaaf | President - RIS | 15 août 2022 S | 32 278 | 0 | 0 | $0 |
| Nora Mary Everett | President - RIS | 29 mars 2019 A | 49 240 | 0 | 0 | $0 |
| James P Mccaughan | President - Global Asset Mgmt. | 4 septembre 2018 M | 149 329 | 0 | 0 | $0 |
| John E Aschenbrenner | President - Ins. & Fin. Svcs. | 4 décembre 2009 A | 88 803 | 0 | 0 | $0 |
| Vivek Agrawal | EVP & Chief Growth Officer | 26 juin 2026 A | 46 536 | 0 | 0 | $0 |
| Kenneth A. Mccullum | EVP - Chief Risk Officer | 26 juin 2026 A | 41 070 | 0 | 0 | $0 |
| Kathleen B Kay | EVP-Chief Information Officer | 26 juin 2026 A | 44 300 | 0 | 0 | $0 |
| Timothy W. Brown | EVP, General Counsel and Sec | 8 juin 2026 A | 22 279 | 0 | 0 | $0 |
| George Djurasovic | Interim General Counsel | 30 avril 2026 S | 21 905 | 0 | 2 | $-259 334 |
| Natalie Lamarque | EVP, General Counsel, and Secr | 27 juin 2025 A | 100 573 | 0 | 0 | $0 |
| Daniel Joseph Houston | Executive Chairman | 27 juin 2025 A | 271 613 | 0 | 0 | $0 |
| Luis E. Valdes | Executive Chairman, Latam | 20 décembre 2023 A | 27 668 | 0 | 0 | $0 |
| Roberto Walker | EVP, Principal Latin American | 30 juin 2023 A | 40 433 | 0 | 0 | $0 |
| Mark S. Lagomarcino | SVP, General Counsel & Secty | 24 juin 2022 A | 10 818 | 0 | 0 | $0 |
| Karen E Shaff | EVP, Gen'l Counsel, Secretary | 26 juin 2020 A | 102 780 | 0 | 0 | $0 |
| Gary P Scholten | EVP & Ch Info Officer | 27 mars 2020 A | 86 268 | 0 | 0 | $0 |
| Gregory Bernard Elming | SVP & Chief Risk Officer | 28 décembre 2017 A | 20 843 | 0 | 0 | $0 |
| Terrance Lillis | EVP | 31 mars 2017 A | 99 715 | 0 | 0 | $0 |
| Ralph Craig Eucher | EVP | 23 février 2015 A | 59 916 | 0 | 0 | $0 |
| Mary A Okeefe | Sr. VP & Chief Mktg. Off. | 27 juin 2014 A | 53 757 | 0 | 0 | $0 |
| Norman R Sorensen | Chairman-Principal Internat'l | 27 février 2012 A | 47 798 | 0 | 0 | $0 |
| Ellen Z Lamale | Sr. VP & Chief Risk Officer | 28 février 2011 A | 29 242 | 0 | 0 | $0 |
| Michael H Gersie | Executive Vice President | 5 décembre 2008 A | 2 692 | 0 | 0 | $0 |
| Claudio Muruzabal | Administrateur | 26 juin 2026 A | 13 602 | 2 | 1 | $522 |
| Alfredo Rivera | Administrateur | 26 juin 2026 A | 16 511 | 0 | 0 | $0 |
| Jonathan Auerbach | Administrateur | 26 juin 2026 A | 22 952 | 0 | 0 | $0 |
| Scott Mills | Administrateur | 26 juin 2026 A | 36 140 | 0 | 0 | $0 |
| Clare Stack Richer | Administrateur | 26 juin 2026 A | 21 412 | 0 | 0 | $0 |
| Diane C Nordin | Administrateur | 26 juin 2026 A | 31 337 | 0 | 0 | $0 |
| Blair Pickerell | Administrateur | 26 juin 2026 A | 39 827 | 0 | 0 | $0 |
| Elizabeth H Mitchell | Administrateur | 26 juin 2026 A | 13 200 | 0 | 0 | $0 |
| Maliz E Beams | Administrateur | 26 juin 2026 A | 16 961 | 0 | 0 | $0 |
| Roger C Hochschild | Administrateur | 26 juin 2026 A | 41 477 | 0 | 0 | $0 |
| Miller Joycelyn Carter | Administrateur | 26 juin 2026 A | 91 331 | 0 | 0 | $0 |
| Michael T Dan | Administrateur | 31 mars 2023 A | 54 970 | 0 | 0 | $0 |
| Sandra L Helton | Administrateur | 19 octobre 2022 S | 35 747 | 0 | 0 | $0 |
| Betsy J Bernard | Administrateur | 21 décembre 2020 A | 54 068 | 0 | 0 | $0 |
| Daniel Gelatt | Administrateur | 26 juin 2020 A | 193 824 | 0 | 0 | $0 |
| Dennis H Ferro | Administrateur | 29 mars 2018 A | 27 228 | 0 | 0 | $0 |
| COSTLEY GARY E | Administrateur | 25 mars 2016 A | 36 997 | 0 | 0 | $0 |
| Larry D Zimpleman | Administrateur | 25 mars 2016 A | 263 514 | 0 | 0 | $0 |
| Luca Maestri | Administrateur | 27 mars 2015 A | 12 007 | 0 | 0 | $0 |
| Richard L Keyser | Administrateur | 27 mars 2015 A | 36 308 | 0 | 0 | $0 |
| Arjun K Mathrani | Administrateur | 30 mars 2012 A | 21 654 | 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 |
|---|---|---|---|---|---|
| Principal Financial Group, Inc., Principal Financial Services, Inc., Principal Life Insurance Company, Principal Holding Company, LLC, Principal Global Investors, LLC ×7 dépôts | 6 avril 2012 | — | 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 193 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 |
|---|---|---|---|---|
| DIVY · Tidal Trust I | 3,61% | 9 910 NS | 31 mai 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 3,27% | 17 090 SH | 8 août 2026 | Quotidien |
| IAK · iShares Trust | 2,40% | 114 963 SH | 8 août 2026 | Quotidien |
| LYLD · Cambria ETF Trust | 2,09% | 1 244 NS | 30 avril 2026 | N-PORT |
| QDIV · Global X Funds | 2,06% | 6 495 NS | 31 mai 2026 | N-PORT |
| SPDV · ETF Series Solutions | 2,01% | 17 981 NS | 30 avril 2026 | N-PORT |
| BMVP · Invesco Exchange-Traded Fund Trust | 1,79% | 16 637 SH | 8 août 2026 | Quotidien |
| DVY · iShares Trust | 1,37% | 2 792 796 SH | 8 août 2026 | Quotidien |
| FDV · Federated Hermes ETF Trust | 1,33% | 98 699 NS | 30 avril 2026 | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,24% | 350 000 | 8 août 2026 | Quotidien |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,23% | 33 518 SH | 8 août 2026 | Quotidien |
| SYLD · Cambria ETF Trust | 1,06% | 101 215 NS | 30 avril 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 1,02% | 11 759 SH | 8 août 2026 | Quotidien |
| NUMV · Nushares ETF Trust | 1,02% | 43 460 NS | 30 avril 2026 | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0,92% | 581 785 SH | 8 août 2026 | Quotidien |
| JOET · Virtus ETF Trust II | 0,80% | 18 752 NS | 30 avril 2026 | N-PORT |
| RPV · Invesco Exchange-Traded Fund Trust | 0,70% | 104 905 SH | 8 août 2026 | Quotidien |
| GSY · Invesco Actively Managed Exchange-T… | 0,64% | 24 837 000 | 8 août 2026 | Quotidien |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,61% | 36 356 NS | 31 mai 2026 | N-PORT |
| RCGE · EA Series Trust | 0,54% | 5 000 NS | 30 avril 2026 | N-PORT |
| KRMA · Global X Funds | 0,52% | 6 091 NS | 31 mai 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0,52% | 4 725 709 NS | 31 mai 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0,40% | 1 387 596 SH | 8 août 2026 | Quotidien |
| QDF · FlexShares Trust | 0,39% | 81 180 NS | 30 avril 2026 | N-PORT |
| IYF · iShares Trust | 0,37% | 141 323 SH | 8 août 2026 | Quotidien |
| IMCV · iShares Trust | 0,34% | 34 403 SH | 8 août 2026 | Quotidien |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,33% | 35 370 NS | 30 avril 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,32% | 401 560 NS | 31 mai 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,28% | 10 947 NS | 31 mai 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,28% | 276 NS | 31 mai 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,28% | 7 759 NS | 30 avril 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,27% | 353 186 SH | 8 août 2026 | Quotidien |
| FNCL · FIDELITY COVINGTON TRUST | 0,26% | 57 985 NS | 30 avril 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 18 964 NS | 30 avril 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,25% | 297 000 | 8 août 2026 | Quotidien |
| IWS · iShares Trust | 0,24% | 323 087 SH | 8 août 2026 | Quotidien |
| DFVE · DoubleLine ETF Trust | 0,22% | 675 NS | 31 mars 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,22% | 4 680 944 SH | 8 août 2026 | Quotidien |
| SIZE · iShares Trust | 0,21% | 7 986 SH | 8 août 2026 | Quotidien |
| EUSA · iShares, Inc. | 0,20% | 33 653 SH | 8 août 2026 | Quotidien |
| GSEW · Goldman Sachs ETF Trust | 0,20% | 34 289 NS | 31 mai 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 1 697 836 SH | 8 août 2026 | Quotidien |
| FAS · Direxion Shares ETF Trust | 0,19% | 37 849 NS | 30 avril 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,19% | 24 384 NS | 30 avril 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,19% | 108 252 NS | 30 avril 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,18% | 27 267 NS | 30 avril 2026 | N-PORT |
| UYG · ProShares Trust | 0,18% | 12 196 NS | 31 mai 2026 | N-PORT |
| IWR · iShares Trust | 0,18% | 872 115 SH | 8 août 2026 | Quotidien |
| IMCB · iShares Trust | 0,17% | 24 826 SH | 8 août 2026 | Quotidien |
| DGRO · iShares Trust | 0,16% | 606 426 SH | 8 août 2026 | Quotidien |