WES Western Midstream Partners, LP Common Units Representing Limited Partner Interests
$49,44
Prix · Aoû 18, 2026
Données fondamentales au Aoû 5, 2026
Fourchette 52 semaines
$37–$49
100% of range
Note des analystes
HOLD
19 analysts
Objectif de cours
$47
P/E (TTM)
—
ROE
—
Marge nette
30.7%
WES Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$49.44
Capitalisation Boursière
—
P/E (TTM)
—
BPA (TTM)
—
Revenus (TTM)
$3.84B
Rendement div.
—
ROE
—
Dette/Capitaux propres
—
Fourchette 52 semaines
$37 – $49
WES Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Configure
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenus et bénéfice net
$3.84B
2016-12-31
→
2025-12-31
BPA
—
Flux de trésorerie libre
—
Marges
30.7%
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
WES
Médiane des pairs
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
WES
Médiane des pairs
Operating Margin (Marge d'exploitation)
41.7%
—
Net Profit Margin (Marge nette)
30.7%
23.0%
ROA
8.4%
4.6%
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
WES
Médiane des pairs
Current Ratio (Ratio de liquidité)
1.3
1.0
Quick Ratio (Ratio de liquidité réduite)
1.3
—
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
WES
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
6.6%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
5.7%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
6.8%
—
Net Income YoY (Bénéfice net YoY)
-24.9%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
WES
Médiane des pairs
Payout Ratio (Ratio de distribution)
121.2%
—
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
Rendement du Dividende
—
Ratio de distribution
121.2%
CAGR des dividendes sur 5 ans
—
| Date ex-dividende | Montant |
|---|---|
| 31 juillet 2026 | $0,9300 |
| 1 mai 2026 | $0,9300 |
| 2 février 2026 | $0,9100 |
| 31 octobre 2025 | $0,9100 |
| 1 août 2025 | $0,9100 |
| 2 mai 2025 | $0,9100 |
| 3 février 2025 | $0,8750 |
| 1 novembre 2024 | $0,8750 |
| 1 août 2024 | $0,8750 |
| 30 avril 2024 | $0,8750 |
| 31 janvier 2024 | $0,5750 |
| 31 octobre 2023 | $0,5750 |
| 28 juillet 2023 | $0,5630 |
| 28 avril 2023 | $0,8560 |
| 31 janvier 2023 | $0,5000 |
| 28 octobre 2022 | $0,5000 |
| 29 juillet 2022 | $0,5000 |
| 29 avril 2022 | $0,5000 |
| 28 janvier 2022 | $0,3270 |
| 29 octobre 2021 | $0,3230 |
WES Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
CONSERVER
19 analystes
- Achat fort 2 10,5%
- Achat 5 26,3%
- Conserver 11 57,9%
- Vente 1 5,3%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
12 analystes · 2026-08-17
Médiane
$46.50
Maintenant
$49.44
Bas
$41.00
Haut
$55.00
Objectif médian
$46.50
-5,9%
Objectif moyen
$47.08
-4,8%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
-0.04%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.99 | $0.88 | 0.11% |
| 31 mars 2026 | $0.85 | $0.75 | 0.10% |
| 31 décembre 2025 | $0.47 | $0.86 | -0.39% |
| 30 septembre 2025 | $0.87 | $0.89 | -0.02% |
| 30 juin 2025 | $0.87 | $0.84 | 0.03% |
| 31 mars 2025 | $0.79 | $0.84 | -0.05% |
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 |
|---|---|---|---|---|---|---|
| WES | — | — | 6.6% | 30.7% | — | — |
| MPLX | — | — | 8.9% | 38.1% | — | — |
| OKE | $46.28B | 13.6 | 55.0% | 10.1% | 17.2% | — |
| TRGP | $39.61B | 21.7 | 4.0% | 11.3% | 68.0% | — |
| LNG | $41.29B | 8.1 | 27.2% | 26.7% | 78.3% | — |
| CQP | — | -109.1 | 23.6% | 27.8% | — | — |
| PAA | — | — | -9.5% | 3.2% | — | — |
| DTM | $12.17B | 27.8 | 26.7% | 35.5% | 9.4% | — |
| AM | $8.43B | 20.7 | 7.4% | 34.8% | 20.4% | — |
| KNTK | — | 13.7 | 19.0% | 10.1% | -16.7% | — |
| HESM | — | — | 8.4% | 21.8% | — | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 11
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.84B | $3.61B | $3.11B | $3.25B | $2.88B | $2.77B | $2.75B | $2.30B | $2.43B | $1.80B | $1.75B | $1.53B | |
| Cost of Revenue | · | · | · | · | · | · | · | $432M | $909M | $494M | · | · | |
| SG&A Expense | $399M | $272M | $233M | $194M | $196M | $156M | $115M | $67M | $54M | $49M | $44M | $42M | |
| Operating Expenses | $2.32B | $2.04B | $1.87B | $1.95B | $1.75B | $2.13B | $1.75B | $1.64B | $1.91B | $1.18B | $1.73B | $1.04B | |
| Operating Income | $1.60B | $1.97B | $1.38B | $1.59B | $1.34B | $879M | $1.23B | $861M | $802M | $705M | $154M | $551M | |
| Interest Expense | $390M | $379M | $348M | $334M | $377M | $380M | $303M | $184M | $143M | $117M | $114M | $77M | |
| Other Non-op | $17M | $32M | $6M | $2M | $-623.0K | $1M | $-124M | $-5M | $1M | $545.0K | $-578.0K | $938.0K | |
| Pretax Income | $1.23B | $1.63B | $1.05B | $1.26B | $934M | $523M | $821M | $690M | $677M | $605M | $57M | $493M | |
| Income Tax | $15M | $18M | $4M | $4M | $-10M | $6M | $13M | $59M | $-60M | $8M | $46M | $39M | |
| Net Income | $1.18B | $1.57B | $1.02B | $1.22B | $916M | $527M | $697M | $552M | $541M | $346M | $166M | $288M | |
| EBITDA | $2.31B | $2.62B | $1.98B | · | $1.89B | $1.37B | $1.71B | $963M | $995M | $977M | $279M | $631M |
Bilan 20
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $819M | $1.09B | $273M | $287M | $202M | $445M | $100M | $92M | $80M | $359M | $100M | $67M | |
| Receivables | $759M | $701M | $666M | $549M | $432M | $453M | $260M | $221M | $160M | $193M | $143M | $105M | |
| Other Current Assets | $64M | $55M | $53M | $60M | $46M | $45M | $42M | $31M | $15M | $13M | $9M | $11M | |
| Current Assets | $1.66B | $1.85B | $992M | $900M | $685M | $943M | $402M | $345M | $255M | $596M | $301M | $187M | |
| PP&E (Net) | $11.22B | $9.71B | $9.66B | $8.54B | $8.51B | $8.71B | $9.06B | $8.41B | $5.73B | $5.05B | $4.86B | $4.57B | |
| PP&E (Gross) | $17.65B | $15.51B | $14.95B | $13.37B | $12.85B | $12.64B | $12.36B | $11.26B | $7.86B | $6.86B | $6.56B | $5.63B | |
| Accum. Depreciation | $6.43B | $5.80B | $5.29B | $4.82B | $4.33B | $3.93B | $3.29B | $2.85B | $2.13B | $1.81B | $1.70B | $1.06B | |
| Goodwill | $353M | $5M | $5M | $5M | $5M | $5M | $446M | $446M | $416M | $418M | $419M | $389M | |
| Intangibles | $914M | $650M | $681M | $713M | $745M | $776M | $809M | $841M | $775M | $804M | $832M | $885M | |
| Other Non-current Assets | $349M | $387M | $233M | $167M | $159M | $171M | $78M | $63M | $13M | $15M | $13M | $28M | |
| Total Assets | $15.00B | $13.14B | $12.47B | $11.27B | $11.27B | $11.83B | $12.35B | $11.46B | $8.02B | $7.74B | $7.30B | $6.96B | |
| Accrued Liabilities | $408M | $329M | $263M | $255M | $263M | $270M | $150M | $129M | $48M | $45M | $119M | $171M | |
| Short-term Debt | · | · | · | · | · | · | $8M | $28M | · | · | · | · | |
| Current Liabilities | $1.24B | $1.69B | $1.30B | $904M | $1.14B | $961M | $486M | $637M | $424M | $315M | $236M | $241M | |
| Capital Leases | $110M | $144M | $48M | $33M | $35M | $35M | $3M | · | · | · | · | · | |
| Deferred Tax | $111M | $30M | $15M | $14M | $12M | $22M | $19M | $280M | $7M | $6M | $140M | $46M | |
| Other Non-current Liabilities | $865M | $751M | $480M | $386M | $326M | $276M | $208M | $132M | $3M | · | · | · | |
| Total Liabilities | $10.84B | $9.77B | $9.44B | $8.16B | $8.18B | $8.93B | $9.00B | $6.56B | $4.07B | $3.63B | $3.38B | $2.82B | |
| Total Debt | · | · | · | · | · | · | $7.96B | $4.79B | $3.49B | $3.12B | $2.71B | $2.42B | |
| Liabilities + Equity | $15.00B | $13.14B | $12.47B | $11.27B | $11.27B | $11.83B | $12.35B | $11.46B | $8.02B | $7.74B | $7.30B | $6.96B |
Flux de trésorerie 15
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $711M | $650M | $601M | $582M | $552M | $491M | $483M | $389M | $319M | $273M | $273M | $212M | |
| Stock-based Comp | $51M | $38M | $32M | $28M | $28M | $22M | $15M | $6M | $5M | $5M | $4M | $4M | |
| Deferred Tax | $4M | $14M | $1M | $2M | $-10M | $3M | $8M | $139M | $-53M | $3M | $11M | $39M | |
| Amort. of Intangibles | $35M | $32M | $32M | $32M | $32M | $33M | $32M | $31M | $31M | $28M | $28M | $4M | |
| Other Non-cash | $276M | $-139M | $5M | · | $281M | $594M | $121M | $301M | $222M | $287M | $328M | $119M | |
| Operating Cash Flow | $2.22B | $2.14B | $1.66B | $1.70B | $1.77B | $1.64B | $1.32B | $1.35B | $1.04B | $913M | $783M | $691M | |
| Investing Cash Flow | $-1.09B | $-39M | $-1.61B | $-218M | $-258M | $-448M | $-3.39B | $-2.21B | $-1.13B | $-1.11B | $-500M | · | |
| Debt Issued | $1.18B | $789M | $2.45B | $1.39B | $480M | $3.68B | $4.17B | $2.67B | $469M | $1.32B | $890M | $1.65B | |
| Net Debt Issued | $104M | $645M | $481M | · | $-953M | $-123M | $2.70B | $1.31B | $370M | $423M | $278M | $998M | |
| Stock Repurchased | $0 | $0 | $135M | $488M | $217M | $33M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $0 | $0 | $-135M | · | $-217M | $-33M | · | · | · | · | · | · | |
| Dividends Paid | $1.43B | $1.25B | $978M | $736M | $534M | $696M | $969M | $502M | $442M | $374M | $306M | $228M | |
| Financing Cash Flow | $-1.41B | $-1.28B | $-68M | $-1.40B | $-1.75B | $-844M | $2.07B | $875M | $-189M | $452M | $-250M | · | |
| Net Change in Cash | $-271M | $818M | $-14M | $85M | $-243M | $345M | $8M | $13M | $-279M | $259M | $32M | $-46M | |
| Taxes Paid | $3M | $2M | $4M | $912.0K | $938.0K | $-384.0K | $96.0K | $2M | $1M | $838.0K | $-138.0K | $-90.0K |
Rentabilité 6
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 41.7% | 54.7% | 44.4% | · | 46.4% | 31.7% | 44.8% | 31.4% | 31.3% | 39.1% | 2.2% | 35.2% | |
| Net Margin | 30.7% | 43.6% | 32.9% | · | 31.9% | 19.0% | 25.4% | 18.6% | 16.8% | 19.2% | 5.6% | 17.4% | |
| Pretax Margin | 31.9% | 45.2% | 33.9% | · | 32.5% | 18.9% | 29.9% | 22.7% | 25.7% | 33.6% | -4.0% | 30.6% | |
| EBITDA Margin | 60.2% | 72.7% | 63.7% | · | 65.6% | 49.4% | 62.4% | 48.4% | 44.3% | 54.2% | 17.8% | 49.6% | |
| ROA | 8.4% | 12.3% | 8.6% | · | 7.9% | 4.4% | 5.9% | 4.3% | 4.8% | 4.6% | 1.3% | 3.9% | |
| ROIC | · | · | · | · | · | · | 15.2% | 13.0% | 20.0% | 22.3% | 1.3% | 18.4% |
Liquidité et Solvabilité 3
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.1 | 0.8 | · | 0.6 | 1.0 | 0.8 | 0.6 | 0.6 | 1.9 | 1.5 | 0.9 | |
| Quick Ratio | 1.3 | 1.1 | 0.7 | · | 0.6 | 0.9 | 0.7 | 0.6 | 0.6 | 1.7 | 1.2 | 0.8 | |
| Interest Coverage | 4.1 | 5.2 | 4.0 | · | 3.5 | 2.3 | 4.1 | 3.4 | 4.9 | 6.0 | 0.3 | 5.8 |
Efficacité 2
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | 5.3 | 5.3 | 5.1 | · | 6.5 | 7.8 | 11.4 | 10.6 | 12.7 | 10.7 | 13.2 | 14.0 |
Taux de croissance 7
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.6% | 16.1% | -4.5% | 13.0% | 3.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.7% | 7.8% | 3.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -24.9% | 53.9% | -16.0% | 32.8% | 73.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -1.0% | 19.8% | 24.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 15.5% | · | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 4
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.84B | $3.61B | $3.11B | $3.25B | $2.88B | $2.77B | $2.75B | $2.30B | $2.43B | $1.80B | $1.75B | $1.53B | |
| Net Income TTM | $1.18B | $1.57B | $1.02B | $1.22B | $916M | $527M | $697M | $552M | $541M | $346M | $166M | $288M | |
| Payout Ratio | 121.2% | 79.2% | 95.7% | · | 58.2% | 132.0% | 139.0% | 136.0% | 117.3% | 108.2% | 348.8% | 103.0% | |
| Annual Payout | $1.43B | $1.25B | $978M | $736M | $534M | $696M | $969M | $502M | $442M | $374M | $306M | $228M |
Compte de résultat 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.22B | $1.12B | $1.03B | $952M | $942M | $917M | $929M | $883M | $906M | $888M | $858M | $776M | $738M | $734M | $779M | $838M | |
| SG&A Expense | $86M | $75M | $202M | $64M | $66M | $67M | $76M | $65M | $63M | $68M | $73M | $55M | $53M | $51M | $49M | $48M | |
| Operating Expenses | $715M | $663M | $744M | $525M | $524M | $523M | $528M | $512M | $523M | $481M | $496M | $449M | $444M | $481M | $499M | $522M | |
| Operating Income | $527M | $469M | $306M | $442M | $444M | $410M | $426M | $396M | $470M | $679M | $392M | $361M | $337M | $290M | $429M | $357M | |
| Interest Expense | $109M | $113M | $106M | $92M | $95M | $97M | $99M | $94M | $91M | $95M | $98M | $83M | $86M | $82M | $85M | $83M | |
| Other Non-op | $3M | $7M | $4M | $2M | $4M | $7M | $16M | $10M | $4M | $2M | $3M | $-1M | $3M | $1M | $1M | $56.0K | |
| Pretax Income | $420M | $363M | $204M | $351M | $353M | $320M | $342M | $311M | $388M | $588M | $297M | $285M | $260M | $210M | $346M | $274M | |
| Income Tax | $5M | $4M | $7M | $2M | $2M | $3M | $444.0K | $15M | $755.0K | $2M | $1M | $905.0K | $659.0K | $1M | $504.0K | $387.0K | |
| Net Income | $404M | $350M | $191M | $340M | $342M | $309M | $334M | $288M | $379M | $573M | $288M | $277M | $253M | $204M | $336M | $266M | |
| EBITDA | $733M | $670M | · | $612M | $617M | $580M | · | $562M | $633M | $837M | · | $508M | $480M | $435M | · | $514M |
Bilan 18
| 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 | $105M | $647M | $819M | $177M | $130M | $448M | $1.09B | $1.12B | $344M | $295M | · | $489M | $214M | $113M | · | $159M | |
| Receivables | $939M | $813M | $759M | $682M | $704M | $673M | $701M | $671M | $684M | $720M | · | $614M | $553M | $558M | · | $645M | |
| Other Current Assets | $79M | $69M | $64M | $57M | $71M | $68M | $55M | $36M | $40M | $51M | · | $31M | $29M | $64M | · | $86M | |
| Current Assets | $1.14B | $1.54B | $1.66B | $917M | $905M | $1.19B | $1.85B | $1.83B | $1.07B | $1.07B | · | $1.14B | $797M | $735M | · | $896M | |
| PP&E (Net) | $12.54B | $11.29B | $11.22B | $9.73B | $9.74B | $9.73B | $9.71B | $9.70B | $9.64B | $9.73B | · | $8.66B | $8.60B | $8.54B | · | $8.54B | |
| PP&E (Gross) | $19.29B | $17.87B | $17.65B | $15.99B | $15.85B | $15.68B | $15.51B | $15.34B | $15.15B | $15.16B | · | $13.81B | $13.74B | $13.55B | · | $13.24B | |
| Accum. Depreciation | $6.74B | $6.57B | $6.43B | $6.26B | $6.11B | $5.95B | $5.80B | $5.65B | $5.50B | $5.43B | · | $5.14B | $5.14B | $5.01B | · | $4.70B | |
| Goodwill | $391M | $348M | $353M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | |
| Intangibles | $1.38B | $902M | $914M | $626M | $634M | $642M | $650M | $658M | $666M | $673M | · | $689M | $697M | $705M | · | $721M | |
| Other Non-current Assets | $368M | $345M | $349M | $341M | $352M | $366M | $387M | $255M | $257M | $249M | · | $217M | $199M | $194M | · | $169M | |
| Total Assets | $16.32B | $14.92B | $15.00B | $12.13B | $12.16B | $12.46B | $13.14B | $12.98B | $12.18B | $12.27B | · | $11.63B | $11.22B | $11.11B | · | $11.47B | |
| Accrued Liabilities | $529M | $498M | $408M | $279M | $289M | $257M | $329M | $204M | $226M | $174M | · | $190M | $224M | $163M | · | $190M | |
| Current Liabilities | $1.25B | $1.41B | $1.24B | $640M | $695M | $1.01B | $1.69B | $1.65B | $634M | $708M | · | $636M | $622M | $581M | · | $746M | |
| Capital Leases | · | · | $110M | · | · | · | $144M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $117M | $112M | $111M | $32M | $32M | $31M | $30M | $30M | $16M | $16M | · | $15M | $15M | $15M | · | $14M | |
| Other Non-current Liabilities | $1.19B | $1.26B | $865M | $810M | $790M | $777M | $751M | $624M | $597M | $527M | · | $452M | $434M | $427M | · | $369M | |
| Total Liabilities | $11.92B | $11.42B | $10.84B | $8.80B | $8.83B | $9.12B | $9.77B | $9.60B | $8.76B | $8.89B | · | $8.67B | $8.20B | $8.01B | · | $8.47B | |
| Liabilities + Equity | $16.32B | $14.92B | $15.00B | $12.13B | $12.16B | $12.46B | $13.14B | $12.98B | $12.18B | $12.27B | · | $11.63B | $11.22B | $11.11B | · | $11.47B |
Flux de trésorerie 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $206M | $200M | $198M | $170M | $172M | $170M | $163M | $166M | $163M | $158M | $165M | $147M | $143M | $145M | $152M | $157M | |
| Stock-based Comp | $14M | $11M | $21M | $10M | $11M | $8M | $9M | $9M | $10M | $9M | $10M | $7M | $8M | $7M | $7M | $6M | |
| Deferred Tax | $2M | $621.0K | $2M | $224.0K | $299.0K | $2M | $33.0K | $14M | $29.0K | $230.0K | $90.0K | $99.0K | $-69.0K | $924.0K | $242.0K | $-163.0K | |
| Other Non-cash | · | $-92M | · | · | · | $41M | · | · | · | $-341M | · | · | · | $-54M | · | · | |
| Operating Cash Flow | $535M | $470M | $558M | $570M | $564M | $531M | $554M | $551M | $631M | $400M | $473M | $395M | $491M | $302M | $489M | $469M | |
| Investing Cash Flow | $-1.11B | $-235M | $-609M | $-162M | $-174M | $-141M | $-230M | $-191M | $-15M | $397M | $-1.07B | $-208M | $-151M | $-179M | $138M | $-185M | |
| Debt Issued | $1.05B | $-132.0K | $1.19B | $0 | $-1M | $0 | $-149.0K | $790M | $-1M | $0 | $648M | $845M | $736M | $220M | $0 | $755M | |
| Net Debt Issued | · | $-132.0K | · | · | · | $-664M | · | · | · | $-15M | · | · | · | $-93M | · | · | |
| Stock Repurchased | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $128M | $41.0K | $7M | $41M | $368M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-7M | · | · | |
| Dividends Paid | $375M | $380M | $380M | $355M | $355M | $341M | $341M | $341M | $341M | $223M | $223M | $221M | $337M | $197M | $197M | $198M | |
| Financing Cash Flow | $30M | $-407M | $693M | $-361M | $-709M | $-1.03B | $-358M | $420M | $-568M | $-774M | $379M | $89M | $-238M | $-297M | $-500M | $-222M | |
| Net Change in Cash | $-543M | $-172M | $642M | $48M | $-319M | $-642M | $-34M | $781M | $49M | $22M | $-217M | $276M | $101M | $-174M | $128M | $62M | |
| Taxes Paid | $10M | $3M | $806.0K | $0 | $2M | $0 | $2M | $0 | $0 | $0 | $3M | $0 | $1.0K | $1M | $7.0K | $0 |
Rentabilité 5
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 43.0% | 41.8% | · | 46.4% | 47.2% | 44.7% | · | 44.8% | 51.9% | 76.5% | · | 46.5% | 45.6% | 39.5% | · | 42.6% | |
| Net Margin | 33.0% | 31.2% | · | 35.7% | 36.3% | 33.7% | · | 32.7% | 41.8% | 64.5% | · | 35.7% | 34.3% | 27.8% | · | 31.7% | |
| Pretax Margin | 34.3% | 32.3% | · | 36.9% | 37.5% | 34.9% | · | 35.2% | 42.9% | 66.2% | · | 36.8% | 35.2% | 28.6% | · | 32.7% | |
| EBITDA Margin | 59.8% | 59.6% | · | 64.2% | 65.4% | 63.3% | · | 63.6% | 69.9% | 94.3% | · | 65.5% | 65.0% | 59.2% | · | 61.4% | |
| ROA | 2.8% | 2.6% | · | 2.7% | 2.8% | 2.5% | · | 2.3% | 3.2% | 4.9% | · | 2.4% | 2.2% | 1.8% | · | 2.3% |
Liquidité et Solvabilité 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.1 | · | 1.4 | 1.3 | 1.2 | · | 1.1 | 1.7 | 1.5 | · | 1.8 | 1.3 | 1.3 | · | 1.2 | |
| Quick Ratio | 0.8 | 1.0 | · | 1.3 | 1.2 | 1.1 | · | 1.1 | 1.6 | 1.4 | · | 1.7 | 1.2 | 1.2 | · | 1.1 | |
| Interest Coverage | 4.8 | 4.1 | · | 4.8 | 4.7 | 4.2 | · | 4.2 | 5.2 | 7.2 | · | 4.4 | 3.9 | 3.6 | · | 4.3 |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.5 | 1.5 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | 1.5 | 1.4 | · | 1.2 | 1.2 | 1.3 | · | 1.4 |
Valorisation (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.24B | $3.94B | · | $3.70B | $3.65B | $3.59B | · | $3.45B | $3.31B | $3.14B | · | $3.09B | $3.19B | $3.21B | · | $3.24B | |
| Net Income TTM | $1.44B | $1.34B | · | $1.28B | $1.32B | $1.55B | · | $1.52B | $1.48B | $1.31B | · | $1000M | $1.03B | $1.08B | · | $1.14B | |
| Payout Ratio | · | 108.4% | · | · | · | 110.3% | · | · | · | 39.0% | · | · | · | 96.5% | · | · |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenu | $3.84B | $3.61B | $3.11B | $3.25B | $2.88B |
| Marge d'exploitation % | 41.7% | 54.7% | 44.4% | — | 46.4% |
| Résultat net | $1.18B | $1.57B | $1.02B | $1.22B | $916M |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio de liquidité | 1.3 | 1.1 | 0.8 | — | 0.6 |
| Ratio de liquidité réduite | 1.3 | 1.1 | 0.7 | — | 0.6 |
Dernières actualités Actualités récentes mentionnant cette entreprise
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Détenteurs institutionnels (13F) 398 déclarants · $5.0B 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.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 45 (-9 vs T. préc.) | 18 (-9 vs T. préc.) | 109 (-27 vs T. préc.) | 92 (+26 vs T. préc.) | +4.9M |
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 |
|---|---|---|---|---|
| ALPS ADVISORS INC | $1 602 911 296 | 36 629 600 | 31,89% | Actions |
| Blackstone Inc. | $453 682 675 | 10 367 520 | 9,03% | Actions |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $377 979 976 | 8 637 568 | 7,52% | Actions |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $281 843 107 | 6 440 656 | 5,61% | Actions |
| NEUBERGER BERMAN GROUP LLC | $267 052 258 | 6 102 741 | 5,31% | Actions |
| MORGAN STANLEY | $193 818 641 | 4 429 128 | 3,86% | Actions |
| Clearbridge Investments, LLC | $118 648 370 | 2 711 343 | 2,36% | Actions |
| UBS Group AG | $111 072 463 | 2 538 219 | 2,21% | Actions |
| WESTWOOD HOLDINGS GROUP INC | $95 536 327 | 2 183 188 | 1,90% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $87 205 672 | 1 992 817 | 1,74% | Actions |
| MILLER HOWARD INVESTMENTS INC /NY | $72 157 703 | 1 648 942 | 1,44% | Actions |
| ING GROEP NV | $69 469 000 | 1 587 500 | 1,38% | Actions |
| Fractal Investments LLC | $66 718 509 | 1 524 646 | 1,33% | Actions |
| BARCLAYS PLC | $58 465 067 | 1 336 039 | 1,16% | Actions |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $55 133 224 | 1 259 900 | 1,10% | Actions |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $53 263 884 | 1 217 182 | 1,06% | Actions |
| Recurrent Investment Advisors LLC | $49 592 814 | 1 133 291 | 0,99% | Actions |
| EAGLE GLOBAL ADVISORS LLC | $45 572 539 | 1 041 420 | 0,91% | Actions |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $40 019 614 | 914 525 | 0,80% | Actions |
| FIRST TRUST ADVISORS LP | $33 133 802 | 757 171 | 0,66% | Actions |
| Brookfield Corp /ON/ | $32 005 118 | 731 378 | 0,64% | Actions |
| CIBC Private Wealth Group LLC | $31 788 282 | 809 068 | 0,63% | Actions |
| GOLDMAN SACHS GROUP INC | $30 136 112 | 688 668 | 0,60% | Actions |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $29 751 549 | 679 880 | 0,59% | Actions |
| NATIXIS | $28 776 576 | 657 600 | 0,57% | Actions |
| Texas Yale Capital Corp. | $27 923 081 | 638 096 | 0,56% | Actions |
| JANE STREET GROUP, LLC | $27 538 168 | 629 300 | 0,55% | Option d'achat |
| BANK OF AMERICA CORP /DE/ | $22 756 076 | 520 020 | 0,45% | Actions |
| Allianz Asset Management GmbH | $19 406 991 | 443 487 | 0,39% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19 057 480 | 435 500 | 0,38% | Option d'achat |
| Catalyst Capital Advisors LLC | $17 806 469 | 406 912 | 0,35% | Actions |
| Terril Brothers, Inc. | $17 633 923 | 402 969 | 0,35% | Actions |
| Adams Asset Advisors, LLC | $16 402 254 | 374 823 | 0,33% | Actions |
| CITADEL ADVISORS LLC | $16 366 240 | 374 000 | 0,33% | Option d'achat |
| RR Advisors, LLC | $15 583 942 | 356 123 | 0,31% | Actions |
| Empirical Finance, LLC | $14 441 500 | 330 016 | 0,29% | Actions |
| LPL Financial LLC | $14 250 690 | 325 656 | 0,28% | Actions |
| JENNISON ASSOCIATES LLC | $13 712 940 | 313 367 | 0,27% | Actions |
| CITADEL ADVISORS LLC | $13 315 030 | 304 274 | 0,26% | Actions |
| Knollwood Investment Advisory, LLC | $13 173 160 | 301 032 | 0,26% | Actions |
| Susquehanna Portfolio Strategies, LLC | $12 595 222 | 287 825 | 0,25% | Actions |
| NBW CAPITAL LLC | $12 040 267 | 311 118 | 0,24% | Actions |
| Sovereign Investment Advisors, LLC | $12 011 201 | 274 479 | 0,24% | Actions |
| Slotnik Capital, LLC | $11 491 989 | 262 614 | 0,23% | Actions |
| Waverly Advisors, LLC | $10 978 021 | 250 869 | 0,22% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $10 921 665 | 249 581 | 0,22% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 362 368 | 236 800 | 0,21% | Option de vente |
| EXCHANGE TRADED CONCEPTS, LLC | $9 822 063 | 224 453 | 0,20% | Actions |
| Maryland State Retirement & Pension System | $9 463 144 | 216 251 | 0,19% | Actions |
| STEPHENS INC /AR/ | $9 446 024 | 215 066 | 0,19% | Actions |
| Heronetta Management, L.P. | $9 030 357 | 206 361 | 0,18% | Actions |
| Arax Advisory Partners | $8 883 131 | 202 996 | 0,18% | Actions |
| CITADEL ADVISORS LLC | $8 791 384 | 200 900 | 0,17% | Option de vente |
| Militia Capital Management LLC | $8 762 940 | 200 250 | 0,17% | Actions |
| Militia Capital Partners, LP | $7 900 000 | 200 000 | 0,16% | Actions |
| Ellsworth Advisors, LLC | $7 823 113 | 172 429 | 0,16% | Actions |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $7 536 654 | 172 227 | 0,15% | Actions |
| Americana Partners, LLC | $7 056 092 | 161 245 | 0,14% | Actions |
| EVERGREEN CAPITAL MANAGEMENT LLC | $6 820 740 | 155 867 | 0,14% | Actions |
| Sanctuary Advisors, LLC | $6 312 313 | 144 248 | 0,13% | Actions |
| BANK OF MONTREAL /CAN/ | $6 102 201 | 139 447 | 0,12% | Actions |
| Mariner, LLC | $5 996 939 | 137 042 | 0,12% | Actions |
| CIBC WORLD MARKET INC. | $5 806 952 | 132 700 | 0,12% | Actions |
| U.S. Capital Wealth Advisors, LLC | $5 783 365 | 140 475 | 0,12% | Actions |
| Cresset Asset Management, LLC | $5 769 100 | 131 835 | 0,11% | Actions |
| JANE STREET GROUP, LLC | $5 693 176 | 130 100 | 0,11% | Option de vente |
| STIFEL FINANCIAL CORP | $5 486 694 | 125 381 | 0,11% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $4 838 062 | 110 559 | 0,10% | Actions |
| HENNESSY ADVISORS INC | $4 824 978 | 110 260 | 0,10% | Actions |
| Lavaca Capital LLC | $4 726 080 | 108 000 | 0,09% | Actions |
| RAYMOND JAMES FINANCIAL INC | $4 538 602 | 103 716 | 0,09% | Actions |
| Cetera Investment Advisers | $4 351 212 | 99 433 | 0,09% | Actions |
| HighTower Advisors, LLC | $4 301 324 | 98 294 | 0,09% | Actions |
| Summit Financial, LLC | $4 138 791 | 94 579 | 0,08% | Actions |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | $4 117 000 | 100 000 | 0,08% | Actions |
| Advisors Asset Management, Inc. | $4 030 692 | 104 884 | 0,08% | Actions |
| WOLVERINE TRADING, LLC | $3 947 788 | 102 700 | 0,08% | Option de vente |
| GLENMEDE TRUST CO NA | $3 740 648 | 85 481 | 0,07% | Actions |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $3 726 164 | 85 150 | 0,07% | Actions |
| Pathstone Holdings, LLC | $3 635 499 | 83 078 | 0,07% | Actions |
| WOLVERINE TRADING, LLC | $3 498 040 | 91 000 | 0,07% | Option d'achat |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $3 449 119 | 78 819 | 0,07% | Actions |
| Glenmede Investment Management, LP | $3 358 548 | 85 481 | 0,07% | Actions |
| D.A. DAVIDSON & CO. | $3 253 092 | 74 339 | 0,06% | Actions |
| Pekin Hardy Strauss, Inc. | $3 201 305 | 73 156 | 0,06% | Actions |
| NewEdge Advisors, LLC | $3 149 721 | 71 977 | 0,06% | Actions |
| GraniteShares Advisors LLC | $3 082 279 | 70 436 | 0,06% | Actions |
| Hartree Partners, LP | $2 888 160 | 66 000 | 0,06% | Actions |
| VAN ECK ASSOCIATES CORP | $2 765 151 | 63 189 | 0,06% | Actions |
| CIBC Bancorp USA Inc. | $2 756 224 | 62 985 | 0,05% | Actions |
| Kestra Advisory Services, LLC | $2 689 056 | 61 450 | 0,05% | Actions |
| DIVIDEND ASSETS CAPITAL, LLC | $2 603 355 | 59 492 | 0,05% | Actions |
| Parkside Financial Bank & Trust | $2 591 624 | 62 949 | 0,05% | Actions |
| HUB Investment Partners, LLC | $2 591 414 | 59 219 | 0,05% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $2 384 336 | 54 487 | 0,05% | Actions |
| HUNTINGTON NATIONAL BANK | $2 187 956 | 49 999 | 0,04% | Actions |
| CFM WEALTH PARTNERS LLC | $2 182 880 | 49 883 | 0,04% | Actions |
| ELCO Management Co., LLC | $2 163 363 | 49 437 | 0,04% | Actions |
| WEXFORD CAPITAL LP | $2 123 498 | 48 526 | 0,04% | Actions |
| SageGuard Financial Group, LLC | $1 946 293 | 44 477 | 0,04% | Actions |
Initiés de la société 28 initiés · 12 dirigeants · 15 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael Ure | President & CEO | 12 août 2022 F | 125 405 | 0 | 0 | $0 |
| Kristen S. Shults | SVP & Chief Financial Officer | 2 mai 2022 A | — | 0 | 0 | $0 |
| Michael C Pearl | SVP and CFO | 13 août 2020 D | 6 124 | 0 | 0 | $0 |
| Holderman Daniel P. | SVP Co-Chief Operating Officer | 29 août 2022 A | — | 0 | 0 | $0 |
| Craig W Collins | SVP & Chief Operating Officer | 12 août 2022 F | 75 254 | 0 | 0 | $0 |
| Danny J Rea | Senior VP and COO | 6 décembre 2012 P | 40 000 | 0 | 0 | $0 |
| Catherine A. Green | VP & Chief Accounting Officer | 12 août 2022 F | 13 005 | 0 | 0 | $0 |
| Christopher B. Dial | SVP, GC and Secretary | 12 août 2022 F | 30 609 | 0 | 0 | $0 |
| Robert W. Bourne | SVP & Chief Commercial Officer | 12 août 2022 F | 34 770 | 0 | 0 | $0 |
| Charles G. Griffie | SVP, Ops and Engineering | 12 novembre 2021 D | 18 694 | 0 | 0 | $0 |
| Benjamin Matthew Fink | Chairman of the Board | 28 février 2019 A | 22 058 | 0 | 0 | $0 |
| Philip H Peacock | VP, Gen. Counsel & Corp. Sec. | 6 décembre 2012 P | 7 500 | 0 | 0 | $0 |
| PHILLIPS ROBERT G | Administrateur | 11 mars 2026 P | 5 296 | 1 | 0 | $50 238 |
| Oscar K Brown | Administrateur | 15 février 2022 A | 17 115 | 0 | 0 | $0 |
| Kenneth F. Owen | Administrateur | 15 février 2022 A | 15 054 | 0 | 0 | $0 |
| David J Schulte | Administrateur | 15 février 2022 A | 19 554 | 0 | 0 | $0 |
| Craig W. Stewart | Administrateur | 14 mai 2020 A | 30 073 | 0 | 0 | $0 |
| David J Tudor | Administrateur | 14 mai 2020 A | 31 241 | 0 | 0 | $0 |
| Steven D Arnold | Administrateur | 14 mai 2020 A | 72 616 | 0 | 0 | $0 |
| Thomas R Hix | Administrateur | 14 mai 2020 A | 18 530 | 0 | 0 | $0 |
| James R Crane | Administrateur | 14 mai 2020 A | 666 402 | 0 | 0 | $0 |
| Milton Carroll | Administrateur | 8 août 2019 M | 23 034 | 0 | 0 | $0 |
| Robert G Gwin | Administrateur | 28 février 2019 A | 107 625 | 0 | 0 | $0 |
| Robert K Reeves | Administrateur | 6 décembre 2012 P | 9 000 | 0 | 0 | $0 |
| R A Walker | Administrateur | 6 décembre 2012 P | 5 000 | 0 | 0 | $0 |
| Frederick A. Forthuber | — | 12 août 2026 P | 5 140 | 1 | 0 | $249 907 |
| Lisa A Stewart | — | 12 février 2022 M | 15 054 | 0 | 0 | $0 |
| Donald R. Sinclair | — | 20 novembre 2016 M | 129 873 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 2 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 |
|---|---|---|---|---|---|
| Anadarko Petroleum Corporation, Western Gas Resources, Inc., APC Midstream Holdings, LLC, WGR Asset Holding Company LLC, Kerr-McGee Worldwide Corp., Anadarko E&P Onshore LLC ×6 dépôts | 14 août 2019 | — | Dépôt initial | Fusions et acquisitions / vente | SEC |
| Anadarko Petroleum Corp. (2), Western Gas Resources, Inc. (2) | 21 décembre 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 69 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 |
|---|---|---|---|---|
| AMLP · ALPS ETF Trust | 13,63% | 38 584 363 NS | 31 mai 2026 | N-PORT |
| AMZA · ETFis Series Trust I | 11,70% | 1 247 687 NS | 30 avril 2026 | N-PORT |
| MLPA · Global X Funds | 10,87% | 5 330 893 NS | 31 mai 2026 | N-PORT |
| EWA · iShares, Inc. | 4,80% | 1 107 477 SH | 8 août 2026 | Quotidien |
| ORR · EA Series Trust | 4,63% | 396 559 NS | 29 mai 2026 | N-PORT |
| NBET · Neuberger Berman ETF Trust | 3,99% | 41 206 NS | 30 avril 2026 | N-PORT |
| MLPX · Global X Funds | 3,88% | 3 210 019 NS | 31 mai 2026 | N-PORT |
| ENFR · ALPS ETF Trust | 3,67% | 394 137 NS | 31 mai 2026 | N-PORT |
| EPP · iShares, Inc. | 3,08% | 1 085 769 SH | 8 août 2026 | Quotidien |
| ABLD · Abacus FCF ETF Trust | 2,88% | 56 490 NS | 30 avril 2026 | N-PORT |
| DIV · Global X Funds | 1,99% | 342 840 NS | 30 avril 2026 | N-PORT |
| USAI · Pacer Funds Trust | 1,71% | 42 811 NS | 30 avril 2026 | N-PORT |
| TPZ · Tortoise Capital Series Trust | 1,41% | 42 293 NS | 31 mai 2026 | N-PORT |
| TPYP · Tortoise Capital Series Trust | 1,23% | 241 418 NS | 31 mai 2026 | N-PORT |
| RXI · iShares Trust | 1,09% | 46 660 SH | 8 août 2026 | Quotidien |
| VRAI · ETFis Series Trust I | 1,06% | 4 496 NS | 30 avril 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,98% | 26 141 | 8 août 2026 | Quotidien |
| IDHQ · Invesco Exchange-Traded Fund Trust … | 0,94% | 146 302 SH | 8 août 2026 | Quotidien |
| CZA · Invesco Exchange-Traded Fund Trust | 0,90% | 37 076 | 8 août 2026 | Quotidien |
| IQLT · iShares Trust | 0,88% | 1 943 855 SH | 8 août 2026 | Quotidien |
| IPAC · iShares Trust | 0,77% | 327 030 SH | 8 août 2026 | Quotidien |
| GYLD · ARROW ETF TRUST | 0,69% | 5 084 NS | 30 avril 2026 | N-PORT |
| EFG · iShares Trust | 0,66% | 1 747 492 SH | 8 août 2026 | Quotidien |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 0,59% | 97 919 SH | 8 août 2026 | Quotidien |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,54% | 1 214 494 SH | 8 août 2026 | Quotidien |
| GSY · Invesco Actively Managed Exchange-T… | 0,51% | 19 000 000 | 8 août 2026 | Quotidien |
| PABD · iShares Trust | 0,49% | 25 555 SH | 8 août 2026 | Quotidien |
| IDLV · Invesco Exchange-Traded Fund Trust … | 0,48% | 25 950 SH | 8 août 2026 | Quotidien |
| TOLZ · ProShares Trust | 0,47% | 19 265 NS | 31 mai 2026 | N-PORT |
| EFAV · iShares Trust | 0,47% | 399 649 SH | 8 août 2026 | Quotidien |
| VYMI · VANGUARD WHITEHALL FUNDS | 0,38% | 1 259 996 SH | 8 août 2026 | Quotidien |
| EFA · iShares Trust | 0,32% | 4 018 430 SH | 8 août 2026 | Quotidien |
| IEFA · iShares Trust | 0,28% | 8 397 089 SH | 8 août 2026 | Quotidien |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,27% | 7 584 000 | 8 août 2026 | Quotidien |
| IDEV · iShares Trust | 0,24% | 1 232 694 SH | 8 août 2026 | Quotidien |
| BFOR · ALPS ETF Trust | 0,24% | 12 127 NS | 31 mai 2026 | N-PORT |
| AQLT · iShares Trust | 0,22% | 10 631 SH | 8 août 2026 | Quotidien |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,22% | 11 034 425 SH | 8 août 2026 | Quotidien |
| INTF · iShares Trust | 0,21% | 122 260 SH | 8 août 2026 | Quotidien |
| VSGX · VANGUARD WORLD FUND | 0,21% | 227 070 SH | 8 août 2026 | Quotidien |
| ACWX · iShares Trust | 0,19% | 355 733 SH | 8 août 2026 | Quotidien |
| ESGD · iShares Trust | 0,19% | 359 590 SH | 8 août 2026 | Quotidien |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,17% | 2 641 858 SH | 8 août 2026 | Quotidien |
| IXUS · iShares Trust | 0,17% | 1 569 634 SH | 8 août 2026 | Quotidien |
| VXUS · VANGUARD STAR FUNDS | 0,16% | 16 603 068 SH | 8 août 2026 | Quotidien |
| PXF · Invesco Exchange-Traded Fund Trust … | 0,15% | 67 646 SH | 8 août 2026 | Quotidien |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,15% | 4 119 000 | 8 août 2026 | Quotidien |
| TOK · iShares Trust | 0,09% | 3 446 SH | 8 août 2026 | Quotidien |
| VUSB · VANGUARD BOND INDEX FUNDS | 0,08% | 7 001 000 PA | 8 août 2026 | Quotidien |
| VCLT · VANGUARD SCOTTSDALE FUNDS | 0,08% | 7 995 000 PA | 8 août 2026 | Quotidien |