PZZA Papa John's International, Inc. - Common Stock
À propos de Papa John's International, Inc. - Common Stock Présentation de l'entreprise depuis Wikipedia
Papa John's Pizza est une entreprise de restauration rapide américaine.
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Papa John's Pizza est une entreprise de restauration rapide américaine.
Elle est le troisième plus gros restaurateur de pizzas des États-Unis après Pizza Hut et Domino's Pizza. Son slogan est De meilleurs ingrédients, de meilleures pizzas.
En 2022, le groupe compte 5 706 restaurants. La grande majorité (91%) sont exploités par des franchises et une minorité (9%) sont directement gérés par l'entreprise.
Papa John's Pizza est coté à la Bourse de New York.
Le siège de l'entreprise est basé à Louisville (Kentucky).
Histoire
Le fondateur de Papa John's, John Schnatter, commença sa carrière dans le café Rocky's Sub Pub à Jeffersonville alors qu'il était encore lycéen. Diplômé du secondaire en 1980, il continua à travailler dans ce domaine pendant ses études à l'université en tant que livreur de pizza. En 1984, il lança son propre commerce de pizza et ouvrit son premier Papa John's restaurant en 1985. Alors que les autres enseignes visaient les bas prix, la stratégie de sa chaîne de restauration était basée sur la qualité des produits et les nombreuses options disponibles dans le choix des pizza.
Principaux actionnaires
Au 26 décembre 2019:
Stratégie
La société s'est dirigée vers une stratégie de livraisons à domicile même si les restaurants disposent de quelques tables pour consommation sur place. Les commandes peuvent se faire via Internet. En 1997, la compagnie fut assignée en justice par Pizza Hut à cause d'une publicité qui comparait la qualité de ses produits avec la qualité des concurrents dont Pizza Hut fait partie. Le tribunal alla dans le sens du réquisitoire de Pizza Hut. Papa John's parvint à faire changer la décision de justice après avoir fait appel en 1999.
Une autre affaire monta les deux sociétés l'une contre l'autre. En effet, un des cofondateurs de Pizza Hut du nom de Frank Carney est passé sous la franchise de Papa John's en 1994. En 2001, il possédait 133 points de vente. Après la décision du tribunal, celui-ci fit une publicité où on le voyait devant un comptoir d'un Pizza Hut où il s'adressait aux employés en disant : « Désolé les gars, j'ai trouvé une meilleure pizza ».
D'un point de vue fonctionnement, la méthode est celle appliquée par d'autres franchises identiques. Chaque magasin est chapeauté par un manageur salarié qui gère différentes équipes. Au-dessus se trouve un manageur de région, etc.
Des magasins franchisés peuvent être possédés par des indépendants. Ceux-ci doivent reverser une partie des bénéfices des ventes à la société mère qui en retour investit par exemple dans la publicité.
Le 30 mars 2006, la société Six Flags a annoncé qu'elle n'utiliserait plus que des pizza Papa John's dans ses parcs d'attractions.
Autre enseigne
Papa John's opère également sous le nom Papiano's à East Lansing (Michigan) car une autre chaîne de pizza de la région possédait déjà ce nom avant que la chaîne de pizza ne soit fondée.
Papa John's a ouvert son 1er magasin en France en mai 2016 à Kingersheim, près de Mulhouse.
Papa John's a ouvert son 2e magasin en France le 22 mai 2017 à Morschwiller-le-Bas, près de Mulhouse.
Papa John's a ouvert son 3e restaurant en France le 6 novembre 2017 dans le 9e arrondissement de Lyon.
En mars 2018 les magasins pionniers de Kingersheim et Morschwiller-le-bas abandonnent la franchise.
En août 2022, les cinq magasins de Lyon sont subitement abandonnés sans aucune communication, et le site internet Papa John's France est désactivé.
Source : Wikipedia, CC BY-SA 4.0 · Voir sur Wikipedia ↗
PZZA Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
PZZA 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 |
|---|---|
| 18 mai 2026 | $0,4600 |
| 9 février 2026 | $0,4600 |
| 17 novembre 2025 | $0,4600 |
| 18 août 2025 | $0,4600 |
| 19 mai 2025 | $0,4600 |
| 10 février 2025 | $0,4600 |
| 18 novembre 2024 | $0,4600 |
| 19 août 2024 | $0,4600 |
| 17 mai 2024 | $0,4600 |
| 9 février 2024 | $0,4600 |
| 10 novembre 2023 | $0,4600 |
| 11 août 2023 | $0,4600 |
| 12 mai 2023 | $0,4200 |
| 3 février 2023 | $0,4200 |
| 10 novembre 2022 | $0,4200 |
| 12 août 2022 | $0,4200 |
| 13 mai 2022 | $0,3500 |
| 4 février 2022 | $0,3500 |
| 8 novembre 2021 | $0,3500 |
| 13 août 2021 | $0,3500 |
PZZA Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
- Achat fort 4 17,4%
- Achat 7 30,4%
- Conserver 11 47,8%
- Vente 1 4,3%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
9 analystes · 2026-08-15Historique 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 | $0.46 | $0.46 | 0.00% |
| 31 mars 2026 | $0.32 | $0.36 | -0.04% |
| 31 décembre 2025 | $0.34 | $0.35 | -0.01% |
| 30 septembre 2025 | $0.32 | $0.41 | -0.09% |
| 30 juin 2025 | $0.41 | $0.34 | 0.07% |
| 31 mars 2025 | $0.36 | $0.36 | 0.00% |
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 |
|---|---|---|---|---|---|---|
| PZZA | $1.29B | 43.7 | -0.27% | 1.5% | -7.0% | — |
| BJRI | $837M | 18.3 | 3.1% | 3.5% | 13.0% | — |
| WEN | $1.59B | 9.8 | -3.1% | 7.6% | 143.4% | — |
| CBRL | $1.31B | 28.7 | 0.37% | 1.3% | 10.1% | — |
| BLMN | $579M | 67.9 | 0.14% | 0.21% | 3.5% | — |
| FWRG | $966M | 51.3 | 20.3% | 1.6% | 3.2% | — |
| SG | $826M | -6.1 | 0.39% | -19.7% | -34.4% | — |
| KRUS | — | -530.0 | 18.9% | -0.67% | -0.83% | — |
| DNUT | $734M | -1.4 | -8.6% | -33.9% | -57.8% | — |
| MCD | — | 25.6 | 3.7% | 31.9% | -376.3% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 14
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.05B | $2.06B | $2.14B | $2.10B | $2.07B | $1.81B | $1.62B | $1.66B | · | $1.71B | $1.64B | |
| SG&A Expense | $244M | $191M | $208M | $215M | $212M | $204M | $223M | $194M | · | $158M | $164M | |
| Operating Expenses | $1.96B | $1.90B | $1.99B | $1.98B | $1.90B | $1.72B | $1.60B | $1.63B | · | $1.56B | $1.50B | |
| Operating Income | $89M | $157M | $147M | $109M | $168M | $90M | $25M | $32M | · | $165M | $136M | |
| Interest Expense | · | · | · | $27M | $19M | $17M | $21M | $26M | · | $7M | $6M | |
| Interest Income | $600.0K | $1M | $1M | $1M | $2M | $2M | $800.0K | $750.0K | · | $684.0K | $731.0K | |
| Pretax Income | $48M | $114M | $104M | $84M | · | · | $5M | $7M | · | $159M | $119M | |
| Income Tax | $16M | $30M | $21M | $14M | $26M | $15M | $-611.0K | $3M | · | $50M | $37M | |
| Net Income | $31M | $83M | $82M | $68M | $120M | $58M | $5M | $2M | · | $103M | $76M | |
| EPS (Basic) | $0.90 | $2.55 | $2.49 | $1.90 | $0.12 | $1.29 | $-0.24 | $0.08 | · | $2.76 | $1.91 | |
| EPS (Diluted) | $0.90 | $2.54 | $2.48 | $1.89 | $0.12 | $1.28 | $-0.24 | $0.08 | · | $2.74 | $1.89 | |
| Shares (Basic) | 32,851,000 | 32,717,000 | 32,931,000 | 35,497,000 | 35,007,000 | 32,421,000 | 31,632,000 | 32,083,000 | · | 37,253,000 | 39,458,000 | |
| Shares (Diluted) | 32,945,000 | 32,819,000 | 33,159,000 | 35,717,000 | 35,337,000 | 32,717,000 | 31,632,000 | 32,299,000 | · | 37,608,000 | 40,000,000 | |
| EBITDA | $181M | $226M | $211M | $161M | $217M | $140M | $72M | $77M | · | $206M | $177M |
Bilan 29
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $35M | $38M | $41M | $47M | $71M | $130M | $28M | $33M | $27M | $16M | $21M | |
| Receivables | $103M | $102M | $104M | $103M | $81M | $90M | $70M | $78M | $65M | $60M | $63M | |
| Inventory | $34M | $35M | $36M | $41M | $35M | $30M | $28M | $27M | $31M | $25M | $22M | |
| Prepaid Expense | $49M | $49M | $42M | $44M | $46M | $43M | $44M | $36M | $24M | $24M | $20M | |
| Other Current Assets | · | · | · | · | · | · | · | $6M | $9M | $9M | $9M | |
| Current Assets | $237M | $231M | $231M | $251M | $255M | $306M | $182M | $196M | $170M | $146M | $153M | |
| PP&E (Net) | $251M | $273M | $283M | $250M | $224M | $201M | $212M | $227M | $234M | $230M | $214M | |
| PP&E (Gross) | $819M | $848M | $843M | $790M | $750M | $693M | $676M | $665M | · | $617M | $576M | |
| Accum. Depreciation | $567M | $575M | $560M | $540M | $526M | $492M | $465M | $438M | · | $387M | $362M | |
| Goodwill | $68M | $75M | $76M | $71M | $81M | $81M | $80M | $85M | $87M | $86M | $80M | |
| Other Non-current Assets | $77M | $88M | $77M | $74M | $88M | $72M | $65M | $64M | $47M | $40M | $34M | |
| Total Assets | $838M | $889M | $875M | $864M | $886M | $873M | $731M | $596M | $554M | $513M | $494M | |
| Accounts Payable | $61M | $62M | $75M | $62M | $28M | $37M | $29M | $27M | $30M | $43M | $43M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | $77M | $81M | |
| Current Liabilities | $291M | $278M | $305M | $265M | $287M | $289M | $208M | $189M | $149M | $128M | $133M | |
| Capital Leases | $156M | $174M | $151M | $161M | $161M | $125M | $125M | · | · | · | · | |
| Deferred Tax | · | · | · | $0 | $258.0K | $948.0K | $3M | $8M | $6M | $10M | $5M | |
| Other Non-current Liabilities | $62M | $65M | $60M | $68M | $93M | $111M | $85M | $79M | $60M | $53M | $48M | |
| Total Liabilities | $1.27B | $1.30B | $1.32B | $1.13B | $1.05B | $881M | $790M | $894M | $675M | $494M | $443M | |
| Long-term Debt | $722M | $742M | $757M | $597M | · | $348M | $367M | $621M | $467M | $300M | $255M | |
| Total Debt | $715M | $742M | $757M | $597M | $481M | $348M | $367M | · | · | $300M | $256M | |
| Common Stock | $493.0K | $493.0K | $492.0K | $491.0K | $490.0K | $453.0K | $447.0K | $443.0K | $442.0K | $441.0K | $437.0K | |
| Paid-in Capital | $457M | $452M | $452M | $450M | $445M | $254M | $219M | $193M | $185M | $173M | $158M | |
| Retained Earnings | $211M | $242M | $219M | $196M | $183M | $219M | $206M | $242M | $271M | $219M | $144M | |
| Treasury Stock | $1.11B | $1.12B | $1.12B | $922M | $806M | $742M | $747M | $752M | $597M | $390M | $272M | |
| AOCI | $-6M | $-8M | $-8M | $-10M | $-10M | $-14M | $-10M | $-3M | $-2M | $-6M | $-2M | |
| Stockholders' Equity | $-445M | $-430M | $-459M | $-286M | $-188M | $-282M | $-332M | $-319M | $-143M | $-4M | $29M | |
| Liabilities + Equity | $838M | $889M | $875M | $864M | $886M | $873M | $731M | $596M | $554M | $513M | $494M | |
| Shares Outstanding | 32,800,000 | 32,646,000 | 32,488,000 | 34,736,000 | 35,797,000 | 32,545,000 | 31,894,000 | 31,400,000 | · | 36,700,000 | 38,400,000 |
Flux de trésorerie 16
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $92M | $69M | $64M | $52M | $49M | $50M | $47M | $46M | · | $41M | $40M | |
| Stock-based Comp | $15M | $10M | $18M | $18M | $17M | $16M | $15M | $10M | · | $10M | $9M | |
| Deferred Tax | $7M | $-3M | $-6M | $3M | $4M | $-9M | $-4M | $2M | · | $12M | $-6M | |
| Restructuring | · | · | · | $0 | $13M | $7M | · | · | · | · | · | |
| Other Non-cash | $-18M | $-53M | $35M | $-23M | $-5M | $72M | $-2M | $13M | · | $-21M | $41M | |
| Operating Cash Flow | $126M | $107M | $193M | $118M | $185M | $186M | $62M | $92M | · | $150M | $170M | |
| CapEx | $65M | $72M | $77M | $78M | $69M | $36M | $38M | $42M | · | $56M | $39M | |
| Investing Cash Flow | $-21M | $-17M | $-75M | $-63M | $-64M | $-41M | $-33M | $-39M | · | $-46M | $-39M | |
| Stock Repurchased | $0 | $2M | $210M | $125M | $72M | $3M | · | $158M | · | $122M | $120M | |
| Net Stock Activity | $0 | $-2M | $-210M | $-125M | $-72M | $-3M | · | $-158M | · | $-122M | $-120M | |
| Dividends Paid | $61M | $61M | $58M | $55M | $40M | $29M | $29M | $29M | · | $28M | $25M | |
| Financing Cash Flow | $-106M | $-92M | $-124M | $-76M | $-181M | $-43M | $-35M | $-48M | · | $-109M | $-130M | |
| Net Change in Cash | $-1M | $-3M | $-7M | $-23M | $-60M | $102M | $-5M | $5M | · | $-5M | $884.0K | |
| Taxes Paid | $17M | $36M | $13M | $12M | $33M | $19M | $-6M | $14M | · | · | · | |
| Free Cash Flow | $61M | $34M | $116M | $39M | $116M | $151M | $24M | $31M | · | $89M | $121M | |
| Levered FCF | · | · | · | · | · | · | $951.5K | · | · | $83M | $117M |
Rentabilité 7
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.3% | 7.6% | 6.9% | 5.2% | 8.1% | 5.0% | 1.5% | 1.9% | · | 9.6% | 8.3% | |
| Net Margin | 1.5% | 4.0% | 3.8% | 3.2% | 5.8% | 3.2% | 0.30% | 0.10% | · | 6.0% | 4.6% | |
| Pretax Margin | 2.4% | 5.5% | · | · | · | · | 0.31% | 0.37% | · | 9.3% | 7.3% | |
| EBITDA Margin | 8.8% | 11.0% | 9.9% | 7.7% | 10.5% | 7.7% | 4.4% | 4.9% | · | 12.0% | 10.8% | |
| ROA | 3.5% | 9.5% | 9.4% | 7.8% | 13.7% | 7.2% | 0.73% | · | · | 20.4% | 15.1% | |
| ROE | -7.0% | -18.8% | -22.0% | -28.6% | -51.1% | -18.9% | -1.5% | · | · | 813.8% | 131.2% | |
| ROIC | 21.9% | 37.0% | · | · | · | · | 78.7% | · | · | 38.2% | 32.9% |
Liquidité et Solvabilité 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | 0.8 | 0.9 | 0.9 | 1.1 | 0.9 | · | · | 1.1 | 1.1 | |
| Quick Ratio | 0.5 | 0.5 | 0.5 | 0.6 | 0.5 | 0.8 | 0.5 | · | · | 0.6 | 0.6 | |
| Debt / Equity | -1.6 | -1.7 | -1.6 | -2.1 | -2.6 | -1.2 | -1.1 | · | · | -76.7 | 8.8 | |
| LT Debt / Equity | -1.6 | -1.7 | -1.6 | -2.1 | -2.6 | -1.2 | -1.0 | · | · | -76.7 | 8.8 | |
| Interest Coverage | · | · | · | 4.1 | 8.8 | 5.3 | 1.2 | · | · | 22.2 | 24.0 |
Efficacité 2
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.4 | 2.3 | 2.5 | 2.4 | 2.4 | 2.3 | 2.4 | · | · | 3.4 | 3.3 | |
| Receivables Turnover | 20.1 | 20.0 | 20.7 | 22.9 | 24.1 | 22.6 | 20.4 | · | · | 27.9 | 27.5 |
Taux de croissance 10
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.27% | -3.6% | 1.6% | 1.6% | 14.1% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.77% | -0.15% | 5.6% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.5% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -64.6% | 2.4% | 31.2% | 1475.0% | -90.6% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -21.9% | 176.6% | 24.7% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -6.8% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -63.4% | 1.7% | 21.1% | -43.5% | 107.2% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -23.3% | -11.4% | 12.3% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -12.0% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 15.8% | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 16
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.05B | $2.06B | $2.14B | $2.10B | $2.07B | $1.81B | $1.62B | $1.66B | · | $1.71B | $1.64B | |
| Net Income TTM | $31M | $83M | $82M | $68M | $120M | $58M | $5M | $2M | · | $103M | $76M | |
| Market Cap | $1.29B | $1.29B | $2.48B | $2.91B | $4.75B | $2.85B | $2.06B | · | · | $3.19B | $2.13B | |
| Enterprise Value | $1.97B | $1.99B | $3.19B | $3.46B | $5.16B | $3.06B | $2.40B | · | · | $3.48B | $2.36B | |
| P/E | 43.7 | 15.6 | 30.7 | 44.4 | 1105.0 | 68.4 | -268.6 | 505.4 | · | 31.7 | 29.3 | |
| P/S | 0.6 | 0.6 | 1.2 | 1.4 | 2.3 | 1.6 | 1.3 | · | · | 1.9 | 1.3 | |
| P/B | -2.9 | -3.0 | -5.4 | -10.2 | -25.3 | -10.1 | -6.2 | · | · | -816.2 | 72.8 | |
| P / Cash Flow | 10.2 | 12.1 | 12.8 | 24.7 | 25.7 | 15.3 | 33.3 | · | · | 22.2 | 13.3 | |
| P / FCF | 21.0 | 37.7 | 21.3 | 73.9 | 40.9 | 18.9 | 85.5 | · | · | 36.1 | 17.5 | |
| EV / EBITDA | 10.9 | 8.8 | 15.1 | 21.5 | 23.8 | 21.9 | 33.4 | · | · | 16.9 | 13.4 | |
| EV / FCF | 32.1 | 58.3 | 27.4 | 87.9 | 44.4 | 20.3 | 99.7 | · | · | 39.3 | 19.4 | |
| EV / Revenue | 1.0 | 1.0 | 1.5 | 1.6 | 2.5 | 1.7 | 1.5 | · | · | 2.0 | 1.4 | |
| Dividend Yield | 4.7% | 4.7% | 2.4% | 1.9% | 0.85% | 1.0% | 1.4% | · | · | 0.87% | 1.2% | |
| Earnings Yield | 2.3% | 6.4% | 3.2% | 2.2% | 0.09% | 1.5% | -0.37% | 0.20% | · | 3.1% | 3.4% | |
| Payout Ratio | 200.3% | 72.5% | 71.2% | 80.8% | 33.6% | 74.4% | 840.5% | 1760.9% | · | 27.1% | 32.8% | |
| Annual Payout | $61M | $61M | $58M | $55M | $40M | $29M | $29M | $29M | · | $28M | $25M |
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 | $482M | $479M | $498M | $508M | $529M | $518M | $531M | $507M | $508M | $514M | $571M | $523M | $515M | $527M | $526M | $511M | |
| SG&A Expense | $59M | $56M | $53M | $56M | $70M | $65M | $63M | $13M | $57M | $58M | $54M | $52M | $50M | $52M | $47M | $58M | |
| Operating Expenses | $459M | $458M | $474M | $492M | $505M | $494M | $501M | $442M | $480M | $480M | $529M | $491M | $480M | $489M | $490M | $490M | |
| Operating Income | $23M | $21M | $25M | $16M | $24M | $24M | $30M | $65M | $28M | $34M | $43M | $32M | $35M | $38M | $36M | $19M | |
| Pretax Income | $14M | $11M | $14M | $6M | $14M | $14M | $20M | $55M | $17M | $23M | · | · | · | · | · | · | |
| Income Tax | $5M | $4M | $6M | $2M | $4M | $5M | $5M | $13M | $5M | $8M | $4M | $5M | $6M | $6M | $5M | $3M | |
| Net Income | $9M | $7M | $7M | $5M | $10M | $9M | $15M | $42M | $12M | $15M | $26M | $16M | $18M | $22M | $24M | $8M | |
| EPS (Basic) | $0.25 | $0.21 | $0.20 | $0.14 | $0.28 | $0.28 | $0.45 | $1.28 | $0.37 | $0.45 | $0.79 | $0.49 | $0.55 | $0.66 | $0.67 | $0.23 | |
| EPS (Diluted) | $0.24 | $0.21 | $0.22 | $0.13 | $0.28 | $0.27 | $0.46 | $1.27 | $0.37 | $0.44 | $0.81 | $0.48 | $0.54 | $0.65 | $0.67 | $0.23 | |
| Shares (Basic) | 33,024,000 | 32,939,000 | -65,665,000 | 32,889,000 | 32,849,000 | 32,778,000 | -65,402,000 | 32,745,000 | 32,730,000 | 32,644,000 | -66,351,000 | 32,564,000 | 32,563,000 | 34,155,000 | -71,313,000 | 35,259,000 | |
| Shares (Diluted) | 33,129,000 | 33,046,000 | -65,987,000 | 33,043,000 | 32,969,000 | 32,920,000 | -65,873,000 | 32,930,000 | 32,853,000 | 32,909,000 | -66,615,000 | 32,800,000 | 32,650,000 | 34,324,000 | -71,791,000 | 35,448,000 | |
| EBITDA | $23M | $38M | · | $16M | $24M | $42M | · | $82M | $46M | $51M | · | $48M | $51M | $53M | · | $33M |
Bilan 27
| 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 | · | · | $35M | $39M | $33M | $44M | $38M | $18M | $24M | $28M | · | $37M | $44M | $47M | · | $37M | |
| Receivables | $95M | $101M | $103M | $104M | $104M | $100M | $102M | $102M | $93M | $95M | · | $110M | $94M | $100M | · | $96M | |
| Inventory | $33M | $36M | $34M | $36M | $37M | $37M | $35M | $36M | $38M | $38M | · | $38M | $38M | $37M | · | $42M | |
| Prepaid Expense | $65M | $58M | $49M | $53M | $57M | $53M | $49M | $52M | $59M | $58M | · | $52M | $56M | $50M | · | $47M | |
| Current Assets | $234M | $240M | $237M | $271M | $239M | $242M | $231M | $216M | $226M | $226M | · | $247M | $242M | $247M | · | $240M | |
| PP&E (Net) | $242M | $252M | $251M | $262M | $269M | $272M | $273M | $267M | $266M | $273M | · | $268M | $264M | $253M | · | $231M | |
| PP&E (Gross) | · | · | $819M | · | · | · | $848M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $567M | · | · | · | $575M | $566M | $552M | $574M | · | $562M | $549M | $552M | · | $536M | |
| Goodwill | $65M | $67M | $68M | $67M | $77M | $76M | $75M | $76M | $76M | $76M | $76M | $76M | $77M | $71M | $71M | $69M | |
| Other Non-current Assets | $71M | $71M | $77M | $83M | $83M | $81M | $88M | $78M | $78M | $76M | · | $71M | $69M | $74M | · | $77M | |
| Total Assets | $805M | $832M | $838M | $884M | $890M | $898M | $889M | $861M | $838M | $847M | · | $878M | $874M | $865M | · | $830M | |
| Accounts Payable | $68M | $67M | $61M | $70M | $75M | $69M | $62M | $63M | $64M | $61M | · | $68M | $55M | $69M | · | $44M | |
| Current Liabilities | $283M | $285M | $291M | $311M | $293M | $283M | $278M | $271M | $275M | $283M | · | $301M | $297M | $273M | · | $264M | |
| Capital Leases | $147M | $154M | $156M | $157M | $172M | $172M | $174M | $180M | $145M | $144M | · | $154M | $159M | $157M | · | $156M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | $1M | · | $362.0K | |
| Other Non-current Liabilities | $56M | $55M | $62M | $66M | $64M | $63M | $65M | $65M | $64M | $62M | · | $65M | $65M | $67M | · | $78M | |
| Total Liabilities | $1.25B | $1.27B | $1.27B | $1.31B | $1.31B | $1.31B | $1.30B | $1.28B | $1.28B | $1.29B | · | $1.34B | $1.34B | $1.34B | · | $1.09B | |
| Long-term Debt | $727M | $735M | $722M | $730M | · | · | $742M | $727M | $761M | $763M | · | $784M | $784M | $806M | · | · | |
| Total Debt | $727M | $735M | · | $730M | $726M | $742M | · | $727M | $761M | $763M | · | $784M | $784M | $806M | · | $549M | |
| Common Stock | $493.0K | $493.0K | $493.0K | $493.0K | $493.0K | $493.0K | $493.0K | $493.0K | $493.0K | $493.0K | · | $492.0K | $492.0K | $492.0K | · | $491.0K | |
| Paid-in Capital | $456M | $454M | $457M | $455M | $453M | $450M | $452M | $449M | $447M | $445M | · | $448M | $446M | $444M | · | $445M | |
| Retained Earnings | $195M | $203M | $211M | $219M | $230M | $236M | $242M | $242M | $216M | $219M | · | $208M | $207M | $204M | · | $187M | |
| Treasury Stock | $1.10B | $1.10B | $1.11B | $1.11B | $1.11B | $1.11B | $1.12B | $1.12B | $1.12B | $1.12B | · | $1.12B | $1.13B | $1.13B | · | $893M | |
| AOCI | $-6M | $-6M | $-6M | $-7M | $-6M | $-8M | $-8M | $-7M | $-7M | $-8M | · | $-8M | $-7M | $-9M | · | $-14M | |
| Stockholders' Equity | $-453M | $-449M | $-445M | $-439M | $-432M | $-432M | $-430M | $-431M | $-462M | $-462M | · | $-475M | $-481M | $-491M | · | $-274M | |
| Liabilities + Equity | $805M | $832M | $838M | $884M | $890M | $898M | $889M | $861M | $838M | $847M | · | $878M | $874M | $865M | · | $830M | |
| Shares Outstanding | 32,900,000 | 32,900,000 | 32,800,000 | 32,800,000 | 32,800,000 | 32,700,000 | 32,600,000 | 32,600,000 | 32,600,000 | 32,600,000 | 32,488,000 | 32,500,000 | 32,400,000 | 32,400,000 | 34,736,000 | 35,100,000 |
Flux de trésorerie 13
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $18M | $30M | $25M | $19M | $18M | $17M | $17M | $18M | $18M | $17M | $16M | $16M | $15M | $14M | $13M | |
| Stock-based Comp | $3M | $4M | $3M | $5M | $4M | $4M | $4M | $3M | $3M | $-370.0K | $5M | $5M | $5M | $4M | $4M | $5M | |
| Deferred Tax | $-20.0K | $684.0K | $5M | $131.0K | $443.0K | $1M | $-7M | $1M | $2M | $532.0K | $-9M | $-183.0K | $2M | $2M | $2M | $4M | |
| Other Non-cash | · | $-23M | · | · | · | $-1M | · | · | · | $-20M | · | · | · | $-2M | · | · | |
| Operating Cash Flow | $29M | $7M | $20M | $39M | $36M | $31M | $51M | $14M | $30M | $12M | $66M | $33M | $53M | $41M | $41M | $31M | |
| CapEx | $13M | $13M | $18M | $17M | $18M | $12M | $26M | $18M | $16M | $13M | $26M | $16M | $16M | $18M | $30M | $18M | |
| Investing Cash Flow | $-13M | $-5M | $16M | $-18M | $-12M | $-7M | $-25M | $31M | $-14M | $-10M | $-17M | $-22M | $-17M | $-18M | $-33M | $-18M | |
| Stock Repurchased | · | · | · | · | · | · | $2M | $0 | $0 | $0 | $0 | $0 | $708.0K | $210M | $30M | $20M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-210M | · | · | |
| Dividends Paid | $16M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $14M | $15M | $15M | $15M | |
| Financing Cash Flow | $-26M | $181.0K | $-38M | $-15M | $-34M | $-19M | $-5M | $-52M | $-20M | $-15M | $-45M | $-18M | $-38M | $-23M | $3M | $-29M | |
| Net Change in Cash | $-11M | $2M | $-2M | $6M | $-11M | $6M | $20M | $-7M | $-3M | $-13M | $3M | $-6M | $-3M | $-665.0K | $11M | $-16M | |
| Free Cash Flow | · | $-6M | · | · | · | $19M | · | · | · | $-1M | · | · | · | $22M | · | · |
Rentabilité 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.8% | 4.3% | · | 3.2% | 4.6% | 4.6% | · | 12.9% | 5.6% | 6.6% | · | 6.1% | 6.8% | 7.2% | · | 3.8% | |
| Net Margin | 1.8% | 1.5% | · | 0.93% | 1.8% | 1.8% | · | 8.2% | 2.4% | 2.9% | · | 3.0% | 3.5% | 4.2% | · | 1.6% | |
| Pretax Margin | 2.8% | 2.3% | · | 1.2% | 2.6% | 2.7% | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 4.8% | 8.0% | · | 3.2% | 4.6% | 8.2% | · | 16.3% | 9.0% | 10.0% | · | 9.2% | 9.8% | 10.0% | · | 6.4% | |
| ROA | 1.0% | 0.84% | · | 0.54% | 1.1% | 1.1% | · | 4.8% | 1.4% | 1.7% | · | 1.9% | 2.1% | 2.6% | · | 0.97% | |
| ROE | -1.9% | -1.7% | · | -1.1% | -2.1% | -2.1% | · | -9.2% | -2.6% | -3.1% | · | -4.2% | -4.9% | -6.3% | · | -3.9% | |
| ROIC | 5.4% | 4.5% | · | 4.0% | 5.8% | 5.2% | · | · | · | · | · | · | · | · | · | · |
Liquidité et Solvabilité 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | · | 0.9 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | |
| Quick Ratio | 0.3 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | |
| Debt / Equity | -1.6 | -1.6 | · | -1.7 | -1.7 | -1.7 | · | -1.7 | -1.6 | -1.7 | · | -1.6 | -1.6 | -1.6 | · | -2.0 | |
| LT Debt / Equity | -1.6 | -1.6 | · | -1.7 | -1.7 | -1.7 | · | -1.7 | -1.6 | -1.6 | · | -1.6 | -1.6 | -1.6 | · | -2.0 |
Efficacité 2
| 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 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | |
| Receivables Turnover | 4.9 | 4.8 | · | 4.9 | 5.4 | 5.3 | · | 4.8 | 5.4 | 5.3 | · | 5.1 | 5.7 | 5.8 | · | 5.8 |
Valorisation (TTM) 14
| 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 | $2.00B | $2.03B | · | $2.06B | $2.06B | $2.05B | · | $2.05B | $2.06B | $2.08B | · | $2.07B | $2.07B | $2.10B | · | $2.09B | |
| Net Income TTM | $30M | $31M | · | $65M | $73M | $78M | · | $85M | $61M | $71M | · | $64M | $74M | $67M | · | $74M | |
| Market Cap | $1.21B | $1.04B | · | $1.54B | $1.60B | $1.30B | · | $1.73B | $1.53B | $2.17B | · | $2.33B | $2.30B | $2.47B | · | $2.64B | |
| Enterprise Value | · | · | · | $2.23B | $2.29B | $2.00B | · | $2.44B | $2.27B | $2.91B | · | $3.08B | $3.04B | $3.23B | · | $3.15B | |
| P/E | 42.8 | 35.7 | · | 24.1 | 22.2 | 17.0 | · | 20.7 | 25.7 | 31.6 | · | 37.7 | 33.4 | 40.8 | · | 37.4 | |
| P/S | 0.6 | 0.5 | · | 0.7 | 0.8 | 0.6 | · | 0.8 | 0.7 | 1.0 | · | 1.1 | 1.1 | 1.2 | · | 1.3 | |
| P/B | -2.7 | -2.3 | · | -3.5 | -3.7 | -3.0 | · | -4.0 | -3.3 | -4.7 | · | -4.9 | -4.8 | -5.0 | · | -9.6 | |
| P / Cash Flow | · | 144.6 | · | · | · | 41.6 | · | · | · | 181.1 | · | · | · | 60.6 | · | · | |
| P / FCF | · | -167.8 | · | · | · | 68.2 | · | · | · | -2027.2 | · | · | · | 110.4 | · | · | |
| EV / EBITDA | · | · | · | 138.0 | 93.5 | 47.3 | · | 29.5 | 49.5 | 56.6 | · | 63.7 | 60.0 | 61.5 | · | 96.0 | |
| EV / FCF | · | · | · | · | · | 104.7 | · | · | · | -2713.8 | · | · | · | 144.3 | · | · | |
| EV / Revenue | · | · | · | 1.1 | 1.1 | 1.0 | · | 1.2 | 1.1 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | 1.5 | |
| Earnings Yield | 2.3% | 2.8% | · | 4.2% | 4.5% | 5.9% | · | 4.8% | 3.9% | 3.2% | · | 2.6% | 3.0% | 2.5% | · | 2.7% | |
| Payout Ratio | · | 211.2% | · | · | · | 164.5% | · | · | · | 103.0% | · | · | · | 65.3% | · | · |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2022-12-25 | 2021-12-26 | |
|---|---|---|---|---|---|
| Revenu | $2.05B | $2.06B | $2.14B | $2.10B | $2.07B |
| Marge d'exploitation % | 4.3% | 7.6% | 6.9% | 5.2% | 8.1% |
| Résultat net | $31M | $83M | $82M | $68M | $120M |
| BPA dilué | $0.90 | $2.54 | $2.48 | $1.89 | $0.12 |
Bilan
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2022-12-25 | 2021-12-26 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | -1.6 | -1.7 | -1.6 | -2.1 | -2.6 |
| Ratio de liquidité | 0.8 | 0.8 | 0.8 | 0.9 | 0.9 |
| Ratio de liquidité réduite | 0.5 | 0.5 | 0.5 | 0.6 | 0.5 |
Flux de trésorerie
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2022-12-25 | 2021-12-26 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $61M | $34M | $116M | $39M | $116M |
Dernières actualités Actualités récentes mentionnant cette entreprise
- If You Crave Dividends, This Tasty Dividend Stock Is a Buy at New 52-Week Lows
- Stephens réaffirme sa notation de Surpondération sur Papa John’s (PZZA) malgré les défis opérationnels
- Pourquoi Papa John’s (PZZA) se rapproche d'une possible vente
- Papa John's simplifie la livraison grâce à un nouveau partenariat technologique
Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets
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Détenteurs institutionnels (13F) 314 déclarants · $1.0B 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 |
|---|---|---|---|---|
| 65 (+11 vs T. préc.) | 28 (-31 vs T. préc.) | 85 (-10 vs T. préc.) | 82 (+9 vs T. préc.) | +7.2M |
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 |
|---|---|---|---|---|
| EARNEST PARTNERS LLC | $106 283 759 | 2 890 502 | 10,34% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $72 126 194 | 1 961 550 | 7,02% | Actions |
| Irth Capital Management LP | $59 880 055 | 1 628 503 | 5,83% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $54 028 220 | 1 469 356 | 5,26% | Actions |
| STATE STREET CORP | $48 056 037 | 1 306 936 | 4,68% | Actions |
| Quinn Opportunity Partners LLC | $36 734 554 | 999 036 | 3,58% | Actions |
| SEGALL BRYANT & HAMILL, LLC | $29 318 559 | 797 350 | 2,85% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $27 998 078 | 761 276 | 2,72% | Actions |
| Greenhouse Funds LLLP | $27 221 235 | 740 311 | 2,65% | Actions |
| Balyasny Asset Management L.P. | $25 739 000 | 700 000 | 2,50% | Option de vente |
| BNP PARIBAS FINANCIAL MARKETS | $23 937 270 | 6 510 | 2,33% | Option de vente |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21 701 654 | 590 200 | 2,11% | Option d'achat |
| DIMENSIONAL FUND ADVISORS LP | $21 164 694 | 575 597 | 2,06% | Actions |
| BARCLAYS PLC | $20 958 900 | 570 000 | 2,04% | Option de vente |
| JONES FINANCIAL COMPANIES LLLP | $19 166 999 | 520 984 | 1,87% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18 742 257 | 509 716 | 1,82% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18 511 930 | 503 452 | 1,80% | Actions |
| BOOTHBAY FUND MANAGEMENT, LLC | $18 213 174 | 495 327 | 1,77% | Actions |
| CITADEL ADVISORS LLC | $18 153 349 | 493 700 | 1,77% | Option d'achat |
| Balyasny Asset Management L.P. | $17 549 806 | 477 286 | 1,71% | Actions |
| Shay Capital LLC | $16 582 020 | 450 966 | 1,61% | Actions |
| Marex Group Ltd | $14 723 370 | 400 418 | 1,43% | Actions |
| Great Hill Capital LLC | $13 733 080 | 373 486 | 1,34% | Actions |
| Long Focus Capital Management, LLC | $11 421 571 | 310 622 | 1,11% | Actions |
| Centiva Capital, LP | $11 314 129 | 307 700 | 1,10% | Option d'achat |
| Alberta Investment Management Corp | $10 137 563 | 275 702 | 0,99% | Actions |
| Bank of New York Mellon Corp | $9 717 759 | 264 285 | 0,95% | Actions |
| CITADEL ADVISORS LLC | $9 527 107 | 259 100 | 0,93% | Option de vente |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9 328 549 | 253 700 | 0,91% | Option de vente |
| HEARTLAND ADVISORS INC | $8 392 753 | 228 250 | 0,82% | Actions |
| VANGUARD GROUP INC | $8 069 890 | 209 662 | 0,79% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $8 017 882 | 218 055 | 0,78% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $7 760 315 | 211 050 | 0,76% | Actions |
| Kodai Capital Management LP | $5 640 448 | 137 304 | 0,55% | Actions |
| Verition Fund Management LLC | $5 545 872 | 150 826 | 0,54% | Actions |
| Fiduciary Alliance LLC | $5 489 209 | 149 285 | 0,53% | Actions |
| AMERIPRISE FINANCIAL INC | $4 889 895 | 132 986 | 0,48% | Actions |
| GOLDMAN SACHS GROUP INC | $4 805 839 | 130 700 | 0,47% | Actions |
| Caption Management, LLC | $4 780 100 | 130 000 | 0,47% | Option de vente |
| WOLVERINE TRADING, LLC | $4 317 592 | 90 100 | 0,42% | Option de vente |
| UBS Group AG | $4 240 059 | 115 313 | 0,41% | Actions |
| Public Sector Pension Investment Board | $4 175 307 | 113 552 | 0,41% | Actions |
| K2 PRINCIPAL FUND, L.P. | $4 018 961 | 109 300 | 0,39% | Actions |
| MACQUARIE GROUP LTD | $3 891 516 | 105 834 | 0,38% | Actions |
| SOROS FUND MANAGEMENT LLC | $3 677 000 | 100 000 | 0,36% | Actions |
| Centiva Capital, LP | $3 669 646 | 99 800 | 0,36% | Option de vente |
| Savoir Faire Capital Management, L.P. | $3 593 716 | 97 735 | 0,35% | Actions |
| RHUMBLINE ADVISERS | $3 538 759 | 96 241 | 0,34% | Actions |
| Point72 Asset Management, L.P. | $3 493 150 | 95 000 | 0,34% | Actions |
| SIMPLEX TRADING, LLC | $3 474 617 | 94 496 | 0,34% | Actions |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $3 429 428 | 93 267 | 0,33% | Actions |
| D. E. Shaw & Co., Inc. | $3 368 132 | 91 600 | 0,33% | Option de vente |
| Shay Capital LLC | $3 309 300 | 90 000 | 0,32% | Option d'achat |
| WOLVERINE TRADING, LLC | $3 282 520 | 68 500 | 0,32% | Option d'achat |
| TIG Advisors, LLC | $3 080 223 | 83 770 | 0,30% | Actions |
| AMERICAN CENTURY COMPANIES INC | $3 078 164 | 83 714 | 0,30% | Actions |
| Cetera Investment Advisers | $2 913 040 | 79 223 | 0,28% | Actions |
| IMC-Chicago, LLC | $2 719 105 | 73 949 | 0,26% | Actions |
| BRANDES INVESTMENT PARTNERS, LP | $2 492 822 | 67 795 | 0,24% | Actions |
| Swiss National Bank | $2 426 820 | 66 000 | 0,24% | Actions |
| LPL Financial LLC | $2 407 966 | 65 487 | 0,23% | Actions |
| Anson Funds Management LP | $2 390 050 | 65 000 | 0,23% | Actions |
| Great Hill Capital LLC | $2 362 500 | 52 500 | 0,23% | Option d'achat |
| Private Capital Management, LLC | $2 360 634 | 64 200 | 0,23% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 287 094 | 62 200 | 0,22% | Actions |
| BancorpSouth Bank | $2 134 501 | 55 456 | 0,21% | Actions |
| D. E. Shaw & Co., Inc. | $2 119 974 | 57 655 | 0,21% | Actions |
| Verition Fund Management LLC | $2 062 797 | 56 100 | 0,20% | Option d'achat |
| K2 PRINCIPAL FUND, L.P. | $2 022 350 | 55 000 | 0,20% | Option d'achat |
| COMMONWEALTH EQUITY SERVICES, LLC | $2 008 983 | 54 636 | 0,20% | Actions |
| Caption Management, LLC | $1 983 558 | 53 945 | 0,19% | Actions |
| WELLS FARGO & COMPANY/MN | $1 967 058 | 53 496 | 0,19% | Actions |
| DeepCurrents Investment Group LLC | $1 904 686 | 518 | 0,19% | Option d'achat |
| Legal & General Group Plc | $1 851 076 | 50 342 | 0,18% | Actions |
| LMR Partners LLP | $1 838 500 | 50 000 | 0,18% | Actions |
| BANK OF AMERICA CORP /DE/ | $1 735 177 | 47 190 | 0,17% | Actions |
| Squarepoint Ops LLC | $1 676 712 | 45 600 | 0,16% | Option d'achat |
| FIRST TRUST ADVISORS LP | $1 595 009 | 43 378 | 0,16% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 527 192 | 47 121 | 0,15% | Actions |
| MOODY NATIONAL BANK TRUST DIVISION | $1 525 403 | 41 485 | 0,15% | Actions |
| Nuveen, LLC | $1 477 198 | 40 174 | 0,14% | Actions |
| Headlands Technologies LLC | $1 389 281 | 37 783 | 0,14% | Actions |
| ALLIANCEBERNSTEIN L.P. | $1 362 678 | 42 045 | 0,13% | Actions |
| ISTHMUS PARTNERS, LLC | $1 321 771 | 35 947 | 0,13% | Actions |
| PRUDENTIAL FINANCIAL INC | $1 260 071 | 34 269 | 0,12% | Actions |
| H D Vest Advisory Services | $1 241 848 | 25 375 | 0,12% | Actions |
| FIFTH THIRD BANCORP | $1 207 597 | 32 842 | 0,12% | Actions |
| Sanctuary Advisors, LLC | $1 167 759 | 31 758 | 0,11% | Actions |
| Man Group plc | $1 143 657 | 31 103 | 0,11% | Actions |
| Barnett & Company, Inc. | $1 103 100 | 30 000 | 0,11% | Actions |
| PEAK6 LLC | $1 065 484 | 28 977 | 0,10% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 062 653 | 28 900 | 0,10% | Actions |
| BlackRock, Inc. | $1 056 181 | 28 724 | 0,10% | Actions |
| JANE STREET GROUP, LLC | $1 036 914 | 28 200 | 0,10% | Option d'achat |
| SEI INVESTMENTS CO | $997 870 | 27 137 | 0,10% | Actions |
| Campbell & CO Investment Adviser LLC | $984 664 | 26 779 | 0,10% | Actions |
| Woodline Partners LP | $966 610 | 26 288 | 0,09% | Actions |
| SummitTX Capital, L.P. | $952 858 | 25 914 | 0,09% | Actions |
| XTX Topco Ltd | $928 332 | 25 247 | 0,09% | Actions |
| &PARTNERS | $847 730 | 23 045 | 0,08% | Actions |
Initiés de la société 68 initiés · 23 dirigeants · 20 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Todd Allan Penegor | President & CEO | 31 juillet 2026 F | 196 034 | 0 | 0 | $0 |
| Joseph Jude Thompson | President and Co-CEO | 31 mars 2011 A | 44 577 | 0 | 0 | $0 |
| Nigel Travis | President and CEO | 2 septembre 2008 M | 136 037 | 0 | 0 | $0 |
| David J Flanery | Senior VP and CFO | 16 novembre 2010 M | 34 125 | 0 | 0 | $0 |
| Anthony N Thompson | President and COO | 5 mars 2014 M | 66 734 | 0 | 0 | $0 |
| William M Van Epps | President, U.S.A. | 31 mars 2009 A | 3 679 | 0 | 0 | $0 |
| Robb Chase | President, International | 9 mai 2007 A | 3 500 | 0 | 0 | $0 |
| Robert J Wadell | Former Chief Operating Officer | 11 février 2004 M | 0 | 0 | 0 | $0 |
| Caroline Miller Oyler | Chief Administrative Officer | 5 juin 2026 F | 64 750 | 0 | 0 | $0 |
| Robert C. Kraut | SVP, Chief Marketing Officer | 21 août 2015 A | 8 034 | 0 | 0 | $0 |
| Thomas V. Sterrett | SVP, International | 7 juin 2013 S | 6 549 | 0 | 0 | $0 |
| Andrew M. Varga | SVP, Chief Marketing Officer | 28 février 2013 A | 19 956 | 0 | 0 | $0 |
| Christopher J Sternberg | SVP, Corp Comm & GC | 3 mai 2012 M | 39 610 | 0 | 0 | $0 |
| Annette W Calhoun | SVP, Human Resources | 21 septembre 2011 F | 10 222 | 0 | 0 | $0 |
| Timothy M North | SVP, North American Operations | 31 janvier 2011 A | 9 493 | 0 | 0 | $0 |
| Donna S. Alcorn | SVP, Research & Development | 6 mai 2010 S | 7 663 | 0 | 0 | $0 |
| William M Mitchell | Senior VP | 31 mars 2010 A | 12 017 | 0 | 0 | $0 |
| Charles W Schnatter | Senior VP and CDO | 25 février 2010 M | 247 302 | 0 | 0 | $0 |
| Lou H Jones | Senior VP and General Counsel | 31 décembre 2008 A | 2 134 | 0 | 0 | $0 |
| Peter Mccue | Senior VP | 31 décembre 2008 A | 1 634 | 0 | 0 | $0 |
| Richard J Emmett | Senior Vice President | 9 mars 2007 M | 11 700 | 0 | 0 | $0 |
| Michael Cortino | Senior Vice President | 31 janvier 2007 A | 0 | 0 | 0 | $0 |
| Gary L Langstaff | Sr. VP & Chief Mktg Officer | 10 décembre 2003 A | — | 0 | 0 | $0 |
| Jocelyn C Mangan | Administrateur | 29 mai 2026 A | 20 730 | 0 | 0 | $0 |
| Sonya E Medina | Administrateur | 29 mai 2026 A | 24 174 | 0 | 0 | $0 |
| John W Garratt | Administrateur | 29 mai 2026 A | 11 897 | 0 | 0 | $0 |
| Christopher L. Coleman | Administrateur | 29 mai 2026 A | 49 186 | 0 | 0 | $0 |
| Stephen L Gibbs | Administrateur | 29 mai 2026 A | 11 897 | 0 | 0 | $0 |
| John C Miller | Administrateur | 29 mai 2026 A | 12 130 | 0 | 0 | $0 |
| Laurette T Koellner | Administrateur | 29 mai 2026 A | 30 971 | 0 | 0 | $0 |
| Norborne P Cole | Administrateur | 3 mars 2016 S | 39 699 | 0 | 0 | $0 |
| Philip Guarascio | Administrateur | 26 février 2015 A | 19 591 | 0 | 0 | $0 |
| William M Street | Administrateur | 1 mars 2013 M | 75 739 | 0 | 0 | $0 |
| Wade S Oney | Administrateur | 28 février 2012 S | 13 218 | 0 | 0 | $0 |
| Alex Smith | Administrateur | 31 décembre 2010 A | 17 747 | 0 | 0 | $0 |
| John Hatab | Administrateur | 8 mai 2008 A | — | 0 | 0 | $0 |
| William F Barnett | Administrateur | 8 mai 2008 A | 16 000 | 0 | 0 | $0 |
| LAUGHERY JACK A | Administrateur | 31 août 2006 A | 5 000 | 0 | 0 | $0 |
| Frazier Owsley Brown | Administrateur | 21 novembre 2005 M | 2 000 | 0 | 0 | $0 |
| SHERMAN RICHARD F | Administrateur | 30 octobre 2003 M | 200 | 0 | 0 | $0 |
| John H Schnatter | Détenteur de 10% | 10 février 2020 S | 1 881 606 | 0 | 0 | $0 |
| Ravi Thanawala | — | 25 mars 2026 F | 87 306 | 0 | 0 | $0 |
| John Kevin Vasconi | — | 3 mars 2026 F | 43 941 | 0 | 0 | $0 |
| Christopher K Collins | — | 2 mars 2026 A | 21 491 | 0 | 0 | $0 |
| Joseph Sieve | — | 6 novembre 2025 F | 16 651 | 0 | 0 | $0 |
| Anthony Michael Sanfilippo | — | 29 novembre 2024 A | 21 504 | 0 | 0 | $0 |
| Robert Lynch | — | 4 mars 2024 A | 161 052 | 0 | 0 | $0 |
| Shaquille R O'Neal | — | 23 février 2024 A | 46 231 | 0 | 0 | $0 |
| Amanda Clark | — | 24 novembre 2023 A | 14 889 | 0 | 0 | $0 |
| Christopher Maxwell Wetzel | — | 1 mars 2023 F | 13 101 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 7 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 |
|---|---|---|---|---|---|
| STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD VALUE R LP, STARBOARD VALUE R GP LLC, STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP, STARBOARD VALUE L LP, STARBOARD P FUND LP, STARBOARD VALUE P GP LLC, STARBOARD X MASTER FUND LTD, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, PETER A. FELD ×7 dépôts | 3 mars 2023 | — | Dépôt initial | — | SEC |
| John H. Schnatter ×19 dépôts | 30 mars 2020 | — | Dépôt initial | — | SEC |
| Legion Partners, L.P. I, Legion Partners, L.P. II, Legion Partners Special Opportunities, L.P. I, Legion Partners, LLC, Legion Partners Asset Management, LLC, Legion Partners Holdings, LLC, Christopher S. Kiper, Raymond White, California State Teachers’ Retirement System ×7 dépôts | 22 octobre 2019 | — | Dépôt initial | — | SEC |
| John H. Schnatter (2) | 20 novembre 2002 | — | Dépôt initial | — | SEC |
| Personne déclarante non divulguée, Personne déclarante non divulguée | 28 janvier 2002 | — | Dépôt initial | — | SEC |
| Personne déclarante non divulguée, Personne déclarante non divulguée | 30 novembre 2001 | — | Dépôt initial | — | SEC |
| Personne déclarante non divulguée, Personne déclarante non divulguée | 28 novembre 2001 | — | 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 60 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 |
|---|---|---|---|---|
| EPSB · Harbor ETF Trust | 0,71% | 918 NS | 30 avril 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,31% | 3 062 SH | 8 août 2026 | Quotidien |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,12% | 35 351 NS | 30 avril 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,10% | 82 305 SH | 8 août 2026 | Quotidien |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,07% | 114 815 SH | 8 août 2026 | Quotidien |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,07% | 37 002 SH | 8 août 2026 | Quotidien |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 26 596 SH | 8 août 2026 | Quotidien |
| VCR · VANGUARD WORLD FUND | 0,07% | 128 722 SH | 8 août 2026 | Quotidien |
| EBIT · Harbor ETF Trust | 0,06% | 194 NS | 30 avril 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,06% | 18 406 SH | 8 août 2026 | Quotidien |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 12 002 NS | 30 avril 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,06% | 28 158 NS | 30 avril 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,05% | 5 643 SH | 8 août 2026 | Quotidien |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 62 704 SH | 8 août 2026 | Quotidien |
| XJR · iShares Trust | 0,05% | 3 906 SH | 8 août 2026 | Quotidien |
| SAA · ProShares Trust | 0,05% | 391 NS | 31 mai 2026 | N-PORT |
| IWN · iShares Trust | 0,05% | 283 052 SH | 8 août 2026 | Quotidien |
| IJS · iShares Trust | 0,05% | 156 354 SH | 8 août 2026 | Quotidien |
| FNDA · SCHWAB STRATEGIC TRUST | 0,04% | 116 644 NS | 31 mai 2026 | N-PORT |
| IJR · iShares Trust | 0,04% | 2 007 165 SH | 8 août 2026 | Quotidien |
| IJT · iShares Trust | 0,04% | 143 680 SH | 8 août 2026 | Quotidien |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 191 043 SH | 8 août 2026 | Quotidien |
| RSSL · Global X Funds | 0,04% | 14 166 NS | 30 avril 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,03% | 479 435 SH | 8 août 2026 | Quotidien |
| ITWO · ProShares Trust | 0,03% | 1 540 NS | 31 mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 108 834 NS | 30 avril 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 849 279 SH | 8 août 2026 | Quotidien |
| ISCV · iShares Trust | 0,03% | 7 277 SH | 8 août 2026 | Quotidien |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 3 296 NS | 30 avril 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 156 650 NS | 31 mai 2026 | N-PORT |
| SMLF · iShares Trust | 0,02% | 36 957 SH | 8 août 2026 | Quotidien |
| SFGV · EA Series Trust | 0,02% | 5 968 NS | 29 mai 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 1 204 NS | 31 mai 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 754 SH | 8 août 2026 | Quotidien |
| ISCB · iShares Trust | 0,01% | 1 505 SH | 8 août 2026 | Quotidien |
| URTY · ProShares Trust | 0,01% | 1 219 NS | 31 mai 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 380 687 SH | 8 août 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,01% | 756 684 SH | 8 août 2026 | Quotidien |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 2 915 SH | 8 août 2026 | Quotidien |
| WSML · iShares Trust | 0,01% | 1 985 SH | 8 août 2026 | Quotidien |
| DCOR · Dimensional ETF Trust | 0,01% | 5 011 NS | 30 avril 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 240 NS | 31 mai 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 31 NS | 31 mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 59 559 NS | 30 avril 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,00% | 13 068 NS | 31 mai 2026 | N-PORT |
| IWO · iShares Trust | 0,00% | 23 926 SH | 8 août 2026 | Quotidien |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 1 174 NS | 31 mai 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 400 NS | 30 avril 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 1 232 NS | 30 avril 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 12 131 NS | 30 avril 2026 | N-PORT |