HTB HomeTrust Bancshares, Inc. Common Stock
$47.16
मूल्य · अग 19, 2026
मौलिकता इस प्रकार है अग 6, 2026
52W रेंज
$38–$52
62% of range
विश्लेषक रेटिंग
BUY
9 analysts
मूल्य लक्ष्य
$54
+15% upside
P/E (TTM)
12.3
ROE
11.2%
शुद्ध लाभ मार्जिन
30.2%
HomeTrust Bancshares, Inc. Common Stock के बारे में विकिपीडिया से कंपनी का अवलोकन
HomeTrust Bancshares Inc. is an Asheville, North Carolina–based bank holding company with $4.3 billion in assets and 33 branches in North and South Carolina, Georgia and Tennessee. It is the parent of seven community banks—HomeTrust Bank, Tryon Federal Bank, Shelby Savings Bank, Home Savings Bank, Industrial Federal Bank, Cherryville Federal Bank and Rutherford County Bank.
और पढ़ें
HomeTrust Bancshares Inc. is an Asheville, North Carolina–based bank holding company with $4.3 billion in assets and 33 branches in North and South Carolina, Georgia and Tennessee. It is the parent of seven community banks—HomeTrust Bank, Tryon Federal Bank, Shelby Savings Bank, Home Savings Bank, Industrial Federal Bank, Cherryville Federal Bank and Rutherford County Bank.
## History
HomeTrust Bank was founded in 1926 as Clyde Building and Loan, in Clyde, North Carolina. Later, the name changed to Clyde Savings and Loan Association, and then Clyde Savings Bank. Ed Broadwell joined the bank in 1965 at age 27, the youngest bank president in the state. The bank had $10 million in assets, and five people worked there. In 1973, the bank bought a block in Asheville and built a new three-story headquarters. Dana Stonestreet, who took over after Broadwell's retirement, said, "They hired more people to open that office than they had in the whole history of the bank." Clyde Savings Bank expanded into Buncombe County and Henderson County. In 2003, the name changed to HomeTrust Bank. By 2010 HomeTrust had two locations in Haywood County, five in Buncombe County and one in Henderson County in North Carolina. In 2013, Broadwell retired after 48 years.
Tryon Federal Bank, started in 1935, had two offices in Polk County, and Shelby Savings Bank, started in 1905, had two offices in Cleveland County.
Rutherford County Bank opened its first office in Forest City in May 2007, at which time it also became part of HomeTrust Banking Partnership.
Home Savings Bank of Rockingham County began June 9, 1909. As of its 100th anniversary in 2009, it had two offices in Eden and one in Reidsville.
Industrial Federal Bank started in 1929. On January 31, 2010, Industrial Federal Bank, with three locations in Davidson County, became part of the HomeTrust Banking Partnership. This gave the partnership 19 offices, and with $1.6 billion in assets, the partnership was the largest mutual bank in the state and the second-largest in the southeastern United States.
Cherryville Federal Savings and Loan in Cherryville joined the partnership later in 2010, adding one location.
As of January 2012, when HomeTrust Bank and its partners announced conversion from mutual to stock. HomeTrust Banking Partnership, if considered one bank, would have been the 11th largest in North Carolina. The formation of HomeTrust Bancshares was also announced at the time. In July 2012 HomeTrust had 20 branches and $1.6 billion in assets.
In 2013, HomeTrust made its first acquisition outside North Carolina, BankGreenville Financial Corp. of Greenville, South Carolina, in a $7.8 million deal.
On January 23, 2014, HomeTrust announced the acquisition of Jefferson Bancshares Inc. of eastern Tennessee, started in 1963, with over $498 million in assets and 12 offices, in a deal worth $51.2 million.
On June 10, 2014, HomeTrust announced it would buy ten Bank of America branches in southwestern Virginia with $504 million in deposits.
In 2016, HomeTrust announced a $31.8 million deal to buy Kingsport, Tennessee–based TriSummit Bank.
On July 26, 2022, HomeTrust said it was buying Quantum Capital Corp., with three branches of Quantum National bank in the Atlanta area and $600 million in assets, in a deal worth $67.6 million. The deal was completed in February 2023.
स्रोत: विकिपीडिया (अंग्रेज़ी), CC BY-SA 4.0 · विकिपीडिया पर देखें ↗
HTB स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा
मूल्य
$47.16
मार्केट कैप
$792M
P/E (TTM)
12.3
EPS (TTM)
$3.72
राजस्व (TTM)
—
लाभांश प्रतिफल
1.1%
ROE
11.2%
D/E ऋण/इक्विटी
—
52W रेंज
$38 – $53
HTB स्टॉक मूल्य चार्ट तकनीकी संकेतकों के साथ दैनिक OHLCV — पैन, ज़ूम और अपना दृश्य कस्टमाइज़ करें
Configure
10-वर्षीय प्रदर्शन राजस्व, शुद्ध आय, मार्जिन और ईपीएस रुझान
राजस्व और शुद्ध आय
—
2017-06-30
→
2021-06-30
EPS
$3.72
2017-06-30
→
2025-12-31
फ्री कैश फ्लो
$45M
2017-06-30
→
2025-12-31
मार्जिन
30.2%
मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?
मेट्रिक
5Y रुझान
HTB
सहकर्मी माध्यिका
P/E (TTM)
12.3
11.9
P/S (TTM)
74.2
1.9
P/B
1.3
1.0
Price / FCF (मूल्य / FCF)
17.5
—
लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC
मेट्रिक
5Y रुझान
HTB
सहकर्मी माध्यिका
Net Profit Margin (शुद्ध लाभ मार्जिन)
30.2%
26.4%
ROA
1.4%
1.3%
ROE
11.2%
11.4%
वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती
मेट्रिक
5Y रुझान
HTB
सहकर्मी माध्यिका
विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR
मेट्रिक
5Y रुझान
HTB
सहकर्मी माध्यिका
EPS YoY
16.2%
—
Net Income YoY (शुद्ध आय YoY)
17.4%
—
पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर
मेट्रिक
5Y रुझान
HTB
सहकर्मी माध्यिका
Payout Ratio (भुगतान अनुपात)
13.0%
—
लाभांश यील्ड, भुगतान अनुपात, लाभांश इतिहास, 5Y CAGR
लाभांश यील्ड
1.1%
भुगतान अनुपात
13.0%
5Y लाभांश CAGR
—
| एक्स-डेट | राशि |
|---|---|
| 13 अगस्त 2026 | $0.1500 |
| 14 मई 2026 | $0.1500 |
| 18 फ़रवरी 2026 | $0.1300 |
| 14 नवमबर 2025 | $0.1300 |
| 14 अगस्त 2025 | $0.1200 |
| 15 मई 2025 | $0.1200 |
| 13 फ़रवरी 2025 | $0.1200 |
| 14 नवमबर 2024 | $0.1200 |
| 15 अगस्त 2024 | $0.1100 |
| 15 मई 2024 | $0.1100 |
| 14 फ़रवरी 2024 | $0.1100 |
| 15 नवमबर 2023 | $0.1100 |
| 16 अगस्त 2023 | $0.1000 |
| 17 मई 2023 | $0.1000 |
| 15 फ़रवरी 2023 | $0.1000 |
| 16 नवमबर 2022 | $0.1000 |
| 17 अगस्त 2022 | $0.0900 |
| 18 मई 2022 | $0.0900 |
| 16 फ़रवरी 2022 | $0.0900 |
| 17 नवमबर 2021 | $0.0900 |
HTB विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड
खरीदें
9 विश्लेषक
- मजबूत खरीद 2 22.2%
- खरीदें 4 44.4%
- होल्ड 3 33.3%
- बेचें 0 0.0%
- मजबूत बिक्री 0 0.0%
12-महीने का मूल्य लक्ष्य
4 विश्लेषक · 2026-08-18
मध्यिका
$54.00
← सभी लक्ष्यों से नीचे
$47.16
निम्न
$51.50
उच्च
$58.25
मध्यिका लक्ष्य
$54.00
+14.5%
माध्य लक्ष्य
$54.44
+15.4%
Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि
औसत आश्चर्य
0.10%
| Period | EPS Actual | EPS अनुमान | आश्चर्य |
|---|---|---|---|
| 30 जून 2026 | $0.94 | $0.88 | 0.06% |
| 31 मार्च 2026 | $0.99 | $0.83 | 0.16% |
| 31 दिसमबर 2025 | $0.93 | $0.87 | 0.06% |
| 30 सितमबर 2025 | $0.95 | $0.88 | 0.07% |
| 30 जून 2025 | $0.92 | $0.79 | 0.13% |
| 31 मार्च 2025 | $0.84 | $0.75 | 0.09% |
सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी
| टिकर | मार्केट कैप | P/E | राजस्व YoY | शुद्ध मार्जिन | ROE | सकल मार्जिन |
|---|---|---|---|---|---|---|
| HTB | $742M | 11.5 | — | 30.2% | 11.2% | — |
| SMBC | — | 10.6 | 11.1% | 32.1% | 11.3% | — |
| FISI | $617M | 8.6 | 109.5% | 30.6% | 12.2% | — |
| PGC | $489M | 13.3 | 24.1% | 13.2% | 5.8% | — |
| SHBI | $591M | 9.9 | -0.27% | 285.4% | 10.3% | — |
| WASH | $562M | 10.9 | 127.6% | 22.8% | 9.8% | — |
| TCBX | $528M | 10.0 | 21.9% | 31.7% | 12.9% | — |
| CCB | $1.73B | 37.4 | -6.8% | 8.7% | 9.9% | — |
| AROW | — | 11.8 | 17.6% | — | — | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह
आय विवरण 11
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | $10M | $11M | $11M | $10M | $9M | |
| Interest Expense | · | · | · | $5M | $15M | $32M | $30M | $16M | $8M | |
| Interest Income | $256M | $262M | · | $116M | $119M | $136M | $137M | $117M | $99M | |
| Pretax Income | $81M | $70M | · | $45M | $19M | $29M | $34M | $35M | $17M | |
| Income Tax | $17M | $15M | · | $10M | $3M | $6M | $7M | $27M | $5M | |
| Net Income | $64M | $55M | · | $36M | $16M | $23M | $27M | $8M | $12M | |
| EPS (Basic) | $3.75 | $3.21 | · | $2.27 | $0.96 | $1.34 | $1.52 | $0.45 | $0.66 | |
| EPS (Diluted) | $3.72 | $3.20 | · | $2.23 | $0.94 | $1.30 | $1.46 | $0.44 | $0.65 | |
| Shares (Basic) | 16,987,894 | 16,914,741 | · | 15,516,173 | 16,078,066 | 16,729,056 | 17,692,493 | 18,028,854 | 17,379,487 | |
| Shares (Diluted) | 17,106,783 | 16,977,330 | · | 15,810,409 | 16,495,115 | 17,292,239 | 18,393,184 | 18,726,431 | 17,956,443 | |
| EBITDA | $11M | $12M | · | $9M | $-997.0K | $-5M | $-7M | $-6M | $-7M |
बैलेंस शीट 13
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $325M | $279M | $347M | $105M | $51M | $122M | $71M | $45M | $87M | |
| PP&E (Net) | $62M | $70M | $71M | $69M | $71M | $58M | $61M | $63M | $64M | |
| Goodwill | $34M | $34M | $34M | $26M | $26M | $26M | $26M | $26M | $26M | |
| Intangibles | $5M | $7M | · | $93.0K | $343.0K | $1M | $2M | $5M | $7M | |
| Total Assets | $4.55B | $4.60B | $4.67B | $3.55B | $3.52B | $3.72B | $3.48B | $3.30B | $3.21B | |
| Total Liabilities | $3.94B | $4.04B | $4.17B | $3.16B | $3.13B | $3.31B | $3.07B | $2.89B | $2.81B | |
| Common Stock | $173.0K | $175.0K | $174.0K | $156.0K | $167.0K | $170.0K | $180.0K | $191.0K | $190.0K | |
| Paid-in Capital | $167M | $177M | $172M | $126M | $161M | $170M | $190M | $217M | $213M | |
| Retained Earnings | $437M | $381M | $333M | $270M | $240M | $243M | $225M | $201M | $192M | |
| AOCI | $575.0K | $-2M | $-2M | $-2M | $2M | $2M | $733.0K | $-2M | $273.0K | |
| Stockholders' Equity | $601M | $552M | $500M | $389M | $397M | $408M | $409M | $409M | $398M | |
| Liabilities + Equity | $4.55B | $4.60B | $4.67B | $3.55B | $3.52B | $3.72B | $3.48B | $3.30B | $3.21B | |
| Shares Outstanding | 17,286,289 | 17,527,709 | 17,387,069 | 15,591,466 | 16,636,483 | 17,021,357 | 17,984,105 | 19,041,668 | 18,967,875 |
नकदी प्रवाह 17
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $12M | · | $9M | $9M | $6M | $-7M | $-6M | $-7M | |
| Deferred Tax | $132.0K | $1M | · | $7M | $4M | $5M | $5M | $26M | $5M | |
| Restructuring | · | · | · | $0 | $2M | $0 | $0 | · | · | |
| Other Non-cash | $-26M | $-23M | · | $-17M | $-15M | $-65M | $-18M | $3M | $5M | |
| Operating Cash Flow | $49M | $45M | · | $39M | $10M | $-39M | $8M | $31M | $15M | |
| CapEx | $4M | $3M | · | $7M | $16M | $3M | $2M | $3M | $3M | |
| Investing Cash Flow | $110M | $21M | · | $29M | $149M | $-128M | $-150M | $-134M | $-107M | |
| Debt Issued | · | $0 | · | $60M | $0 | $175M | · | · | · | |
| Net Debt Issued | $0 | $0 | · | $0 | · | · | · | · | · | |
| Stock Repurchased | $14M | $645.0K | · | $43M | $16M | $24M | $31M | $0 | $0 | |
| Net Stock Activity | $-14M | $-645.0K | · | $-43M | $-16M | $-24M | $-31M | $0 | $0 | |
| Dividends Paid | $8M | $8M | · | $5M | $5M | $5M | $3M | $0 | $0 | |
| Financing Cash Flow | $-114M | $-134M | · | $-14M | $-230M | $218M | $143M | $86M | $126M | |
| Net Change in Cash | $45M | $-68M | · | $54M | $-71M | $51M | $297.0K | $-16M | $34M | |
| Taxes Paid | $19M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $45M | $42M | · | $28M | $-13M | $-45M | $6M | $28M | $12M | |
| Levered FCF | · | · | · | $24M | $-26M | $-70M | $-19M | $24M | $7M |
लाभप्रदता 5
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 30.2% | 27.1% | · | 23.8% | 151.1% | 215.5% | 243.9% | 6.9% | 11.1% | |
| Pretax Margin | 38.0% | 34.6% | · | 30.3% | 184.1% | 272.4% | 304.9% | 29.1% | 16.0% | |
| EBITDA Margin | 5.2% | 5.8% | · | 6.2% | -9.6% | -50.6% | -61.4% | -5.0% | -6.2% | |
| ROA | 1.4% | 1.2% | · | 1.0% | 0.43% | 0.63% | 0.80% | 0.25% | 0.40% | |
| ROE | 11.2% | 10.4% | · | 9.1% | 3.9% | 5.6% | 6.6% | 2.0% | 3.1% |
दक्षता 1
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
विकास दरें 3
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | · | · | · | · | -1.9% | · | · | · | · | |
| EPS YoY | 16.2% | · | · | 137.2% | -27.7% | · | · | · | · | |
| Net Income YoY | 17.4% | · | · | 127.5% | -31.2% | · | · | · | · |
मूल्यांकन (TTM) 13
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11M | $11M | · | $11M | $10M | $11M | $11M | $10M | $9M | |
| Net Income TTM | $64M | $55M | · | $36M | $16M | $23M | $27M | $8M | $12M | |
| Market Cap | $742M | $590M | · | $390M | $464M | $272M | $452M | $536M | $463M | |
| P/E | 11.5 | 10.5 | · | 11.2 | 29.7 | 12.3 | 17.2 | 64.0 | 37.5 | |
| P/S | 69.5 | 55.2 | · | 36.5 | 44.7 | 25.8 | 40.6 | 52.8 | 51.4 | |
| P/B | 1.2 | 1.1 | · | 1.0 | 1.2 | 0.7 | 1.1 | 1.3 | 1.2 | |
| P / Tangible Book | 1.3 | 1.2 | · | 1.1 | 1.3 | 0.7 | · | · | · | |
| P / Cash Flow | 15.0 | 13.1 | · | 11.2 | 168.4 | -6.5 | 59.0 | 17.1 | 30.6 | |
| P / FCF | 16.4 | 14.1 | · | 13.8 | -34.8 | -6.1 | 81.6 | 19.2 | 37.6 | |
| Dividend Yield | 1.1% | 1.3% | · | 1.4% | 1.1% | 1.7% | 0.70% | 0.00% | 0.00% | |
| Earnings Yield | 8.7% | 9.5% | · | 8.9% | 3.4% | 8.1% | 5.8% | 1.6% | 2.7% | |
| Payout Ratio | 13.0% | 14.0% | · | 15.3% | 32.0% | 20.0% | 11.7% | · | · | |
| Annual Payout | $8M | $8M | · | $5M | $5M | $5M | $3M | $0 | $0 |
आय विवरण 10
| मेट्रिक | रुझान | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $25M | $23M | $22M | $15M | $9M | $1M | $1M | |
| Interest Income | $61M | $61M | $63M | $65M | $64M | $64M | $66M | $67M | $65M | $63M | $15M | $51M | $36M | $30M | |
| Pretax Income | $20M | $21M | $20M | $21M | $22M | $18M | $18M | $17M | $16M | $19M | $11M | $8M | $12M | $8M | |
| Income Tax | $4M | $4M | $4M | $4M | $5M | $4M | $4M | $4M | $3M | $4M | $3M | $1M | $3M | $2M | |
| Net Income | $16M | $17M | $16M | $16M | $17M | $15M | $14M | $13M | $12M | $15M | $8M | $7M | $9M | $6M | |
| EPS (Basic) | $0.95 | $1.00 | $0.94 | $0.96 | $1.01 | $0.84 | $0.83 | $0.77 | $0.73 | $0.88 | $0.63 | $0.40 | $0.61 | $0.40 | |
| EPS (Diluted) | $0.94 | $0.99 | $0.93 | $0.95 | $1.00 | $0.84 | $0.83 | $0.76 | $0.73 | $0.88 | $0.62 | $0.40 | $0.60 | $0.39 | |
| Shares (Basic) | 16,311,782 | 16,582,376 | -34,028,155 | 16,998,549 | 17,006,141 | 17,011,359 | -33,759,818 | 16,931,793 | 16,883,028 | 16,859,738 | -33,890,214 | 16,021,994 | 14,988,006 | -31,401,170 | |
| Shares (Diluted) | 16,423,442 | 16,716,089 | -34,243,119 | 17,130,030 | 17,106,448 | 17,113,424 | -33,827,432 | 17,027,824 | 16,904,098 | 16,872,840 | -33,878,434 | 16,077,116 | 15,130,762 | -32,118,820 | |
| EBITDA | · | $153.0K | · | · | · | $1M | · | · | · | $2M | · | · | $-105.0K | · |
बैलेंस शीट 13
| मेट्रिक | रुझान | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $273M | $301M | $325M | $316M | $297M | $300M | $279M | $293M | $294M | $380M | · | $314M | $94M | · | |
| PP&E (Net) | $62M | $62M | $62M | $62M | $63M | $62M | $70M | $70M | $70M | $71M | · | $74M | $69M | · | |
| Goodwill | $34M | $34M | $34M | $34M | $34M | $34M | $34M | $34M | $34M | $34M | · | $34M | $26M | · | |
| Intangibles | · | · | $5M | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $4.44B | $4.39B | $4.55B | $4.59B | $4.58B | $4.56B | $4.60B | $4.64B | $4.67B | $4.68B | · | $4.53B | $3.56B | · | |
| Total Liabilities | $3.84B | $3.79B | $3.94B | $4.00B | $4.00B | $3.99B | $4.04B | $4.10B | $4.15B | $4.17B | · | $4.07B | $3.16B | · | |
| Common Stock | $168.0K | $168.0K | $173.0K | $175.0K | $175.0K | $176.0K | $175.0K | $175.0K | $175.0K | $175.0K | · | $174.0K | $156.0K | · | |
| Paid-in Capital | $140M | $144M | $167M | $176M | $175M | $177M | $177M | $175M | $173M | $173M | · | $171M | $127M | · | |
| Retained Earnings | $464M | $451M | $437M | $423M | $408M | $393M | $381M | $368M | $357M | $347M | · | $295M | $278M | · | |
| AOCI | $-438.0K | $-47.0K | $575.0K | $325.0K | $-276.0K | $-600.0K | $-2M | $50.0K | $-2M | $-2M | · | $-3M | $-4M | · | |
| Stockholders' Equity | $601M | $592M | $601M | $596M | $579M | $565M | $552M | $540M | $524M | $513M | · | $458M | $396M | · | |
| Liabilities + Equity | $4.44B | $4.39B | $4.55B | $4.59B | $4.58B | $4.56B | $4.60B | $4.64B | $4.67B | $4.68B | · | $4.53B | $3.56B | · | |
| Shares Outstanding | 16,727,821 | 16,803,185 | 17,286,289 | 17,520,425 | 17,492,143 | 17,552,626 | 17,527,709 | 17,514,922 | 17,437,326 | 17,444,787 | 17,366,673 | 17,370,063 | 15,632,348 | 15,591,466 |
नकदी प्रवाह 15
| मेट्रिक | रुझान | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $153.0K | $8M | $310.0K | $1M | $1M | $7M | $2M | $2M | $2M | $4M | $2M | $-105.0K | $8M | |
| Stock-based Comp | $713.0K | $767.0K | · | $593.0K | $496.0K | $490.0K | · | $541.0K | $439.0K | $413.0K | $256.0K | $434.0K | $567.0K | · | |
| Other Non-cash | · | $93M | · | · | · | $55M | · | · | · | $-26M | · | · | $-2M | · | |
| Operating Cash Flow | $1M | $111M | $-2M | $-11M | $-9M | $72M | $5M | $44M | $30M | $-9M | $66M | $-4M | $8M | $862.0K | |
| CapEx | $1M | $818.0K | $1M | $760.0K | $1M | $1M | $2M | $681.0K | $535.0K | $571.0K | $881.0K | $2M | $616.0K | $565.0K | |
| Investing Cash Flow | $-62M | $36M | $77M | $34M | $-7M | $6M | $37M | $6M | $-44M | $48M | $-71M | $-71M | $-21M | $54M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | · | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $0 | · | · | · | · | |
| Stock Repurchased | $7M | $23M | $10M | $0 | $3M | $503.0K | $0 | $0 | $645.0K | $0 | $0 | $0 | $0 | $11M | |
| Net Stock Activity | · | $-23M | · | · | · | $-503.0K | · | · | · | · | · | · | $0 | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $1M | $1M | |
| Financing Cash Flow | $33M | $-171M | $-66M | $-5M | $13M | $-57M | $-56M | $-51M | $-60M | $-6M | $43M | $225M | $2M | $-2M | |
| Net Change in Cash | $-28M | $-24M | $9M | $19M | $-3M | $21M | $-14M | $-713.0K | $-74M | $33M | $38M | $149M | $-11M | $53M | |
| Free Cash Flow | · | $110M | · | · | · | $71M | · | · | · | $-10M | · | · | $8M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-27M | · | · | $6M | · |
लाभप्रदता 5
| मेट्रिक | रुझान | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.7% | 30.9% | · | 30.5% | 31.6% | 28.5% | · | 26.0% | 24.7% | 30.1% | · | 13.5% | 21.9% | · | |
| Pretax Margin | 36.0% | 38.6% | · | 38.5% | 40.1% | 36.2% | · | 33.4% | 31.4% | 38.0% | · | 16.4% | 28.2% | · | |
| EBITDA Margin | · | 0.28% | · | · | · | 2.6% | · | · | · | 3.7% | · | · | -0.25% | · | |
| ROA | 0.35% | 0.38% | · | 0.41% | 0.37% | 0.32% | · | · | 0.27% | 0.32% | · | · | 0.26% | · | |
| ROE | 2.6% | 2.9% | · | 3.3% | 3.1% | 2.6% | · | · | 2.5% | 3.0% | · | · | 2.3% | · |
दक्षता 1
| मेट्रिक | रुझान | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | 0.0 | 0.0 | · | · | 0.0 | · |
मूल्यांकन (TTM) 11
| मेट्रिक | रुझान | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11M | $11M | · | $11M | $11M | $11M | · | $11M | $11M | $11M | · | $11M | $11M | · | |
| Net Income TTM | $66M | $65M | · | $61M | $57M | $55M | · | $55M | $57M | $60M | · | · | $34M | · | |
| Market Cap | $835M | $717M | · | $717M | $654M | $602M | · | · | $524M | $477M | · | · | $345M | · | |
| P/E | 12.9 | 11.3 | · | 11.5 | 11.2 | 10.7 | · | 10.5 | 8.9 | 7.7 | · | · | 9.1 | · | |
| P/S | 78.1 | 67.1 | · | 67.1 | 61.2 | 56.3 | · | · | 49.0 | 44.6 | · | · | 32.3 | · | |
| P/B | 1.4 | 1.2 | · | 1.2 | 1.1 | 1.1 | · | · | 1.0 | 0.9 | · | · | 0.9 | · | |
| P / Tangible Book | 1.5 | 1.3 | · | 1.3 | 1.2 | 1.1 | · | · | 1.1 | 1.0 | · | · | 0.9 | · | |
| P / Cash Flow | · | 6.5 | · | · | · | 8.4 | · | · | · | -52.8 | · | · | 42.5 | · | |
| P / FCF | · | 6.5 | · | · | · | 8.5 | · | · | · | -49.7 | · | · | 46.0 | · | |
| Earnings Yield | 7.8% | 8.9% | · | 8.7% | 8.9% | 9.4% | · | 9.5% | 11.2% | 13.0% | · | · | 11.0% | · | |
| Payout Ratio | · | 12.9% | · | · | · | 14.1% | · | · | · | 12.4% | · | · | 14.7% | · |
वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष
आय विवरण
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-06-30 | 2022-06-30 | |
|---|---|---|---|---|---|
| शुद्ध आय | $64M | $55M | — | $45M | $36M |
| तनुकरणित EPS | $3.72 | $3.20 | — | $2.80 | $2.23 |
नकदी प्रवाह
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-06-30 | 2022-06-30 | |
|---|---|---|---|---|---|
| फ्री कैश फ्लो | $45M | $42M | — | $-46M | $28M |
मेरे मेट्रिक्स आपकी व्यक्तिगत वॉचलिस्ट — पूर्ण फंडामेंटल से चयनित पंक्तियाँ
📊
उन मेट्रिक्स को चुनें जो आपके लिए मायने रखते हैं — ऊपर पूर्ण फंडामेंटल में किसी भी पंक्ति के बगल में ➕ पर क्लिक करें।
आपका चयन सहेजा गया है और यह सभी टिकर में आपके साथ रहता है।
संस्थागत मालिक (13F) 187 फाइलर्स · $385.5M कुल · तिथि अनुसार 30 जून 2026
संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।
संस्थागत गतिविधि — Q2 2026 बनाम पिछली तिमाही
| नई स्थितियाँ | बाहर निकली पोजीशन | बढ़ाया | घटा हुआ | शुद्ध शेयर परिवर्तन |
|---|---|---|---|---|
| 49 (+27 पिछली तिमाही की तुलना में) | 5 (-7 पिछली तिमाही की तुलना में) | 53 (+13 पिछली तिमाही की तुलना में) | 35 (-4 पिछली तिमाही की तुलना में) | -400K |
Q1 2026 की तुलना में। SEC फॉर्म 13F फाइलिंग तिमाही के अंत के 45 दिनों के भीतर देय होती है, साथ ही देर से फाइल करने वालों के लिए एक छोटा बफर भी होता है — उस विंडो के भीतर आने वाली तिमाहियों को सबसे हालिया पूरी तरह से रिपोर्ट की गई जोड़ी के पक्ष में छोड़ दिया जाता है।
| संस्था | मूल्य | शेयर | % ट्रैक किए गए 13F का | प्रकार |
|---|---|---|---|---|
| FJ Capital Management LLC | $41863447 | 839115 | 10.86% | शेयर |
| DIMENSIONAL FUND ADVISORS LP | $40791461 | 817628 | 10.58% | शेयर |
| VANGUARD CAPITAL MANAGEMENT LLC | $32144776 | 644313 | 8.34% | शेयर |
| AMERICAN CENTURY COMPANIES INC | $27760891 | 556442 | 7.20% | शेयर |
| STATE STREET CORP | $23094630 | 462911 | 5.99% | शेयर |
| RENAISSANCE TECHNOLOGIES LLC | $21792700 | 436815 | 5.65% | शेयर |
| ALLIANCEBERNSTEIN L.P. | $20454172 | 479582 | 5.31% | शेयर |
| GEODE CAPITAL MANAGEMENT, LLC | $15650275 | 313617 | 4.06% | शेयर |
| Private Capital Management, LLC | $12389433 | 248335 | 3.21% | शेयर |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7525457 | 150841 | 1.95% | शेयर |
| ROYCE & ASSOCIATES LP | $7255553 | 145431 | 1.88% | शेयर |
| Qube Research & Technologies Ltd | $6848799 | 137278 | 1.78% | शेयर |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6218838 | 124651 | 1.61% | शेयर |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5693746 | 114126 | 1.48% | शेयर |
| Polaris Capital Management, LLC | $5373153 | 107700 | 1.39% | शेयर |
| VANGUARD FIDUCIARY TRUST CO | $4427837 | 88752 | 1.15% | शेयर |
| BlackRock, Inc. | $4410376 | 88402 | 1.14% | शेयर |
| GOLDMAN SACHS GROUP INC | $4283206 | 85853 | 1.11% | शेयर |
| TWO SIGMA INVESTMENTS, LP | $4132139 | 82825 | 1.07% | शेयर |
| Empowered Funds, LLC | $4098513 | 82151 | 1.06% | शेयर |
| MORGAN STANLEY | $3978877 | 79753 | 1.03% | शेयर |
| WELLINGTON MANAGEMENT GROUP LLP | $3951288 | 79200 | 1.03% | शेयर |
| SALZHAUER MICHAEL | $3927592 | 78725 | 1.02% | शेयर |
| VANGUARD GROUP INC | $3753557 | 87414 | 0.97% | शेयर |
| Foundry Partners, LLC | $3603685 | 105125 | 0.93% | शेयर |
| Oppenheimer & Close, LLC | $2629602 | 52708 | 0.68% | शेयर |
| Rosenthal | Henry Capital Advisors, Inc. | $2496844 | 50047 | 0.65% | शेयर |
| BARCLAYS PLC | $2324275 | 46588 | 0.60% | शेयर |
| Bank of New York Mellon Corp | $2187876 | 43854 | 0.57% | शेयर |
| FIRST TRUST ADVISORS LP | $2154998 | 43195 | 0.56% | शेयर |
| AQR CAPITAL MANAGEMENT LLC | $2151513 | 43125 | 0.56% | शेयर |
| Elizabeth Park Capital Advisors, Ltd. | $2033516 | 40760 | 0.53% | शेयर |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1972251 | 39532 | 0.51% | शेयर |
| CITADEL ADVISORS LLC | $1932339 | 38732 | 0.50% | शेयर |
| FRANKLIN RESOURCES INC | $1847826 | 37038 | 0.48% | शेयर |
| LAZARD ASSET MANAGEMENT LLC | $1759221 | 35262 | 0.46% | शेयर |
| Brandywine Global Investment Management, LLC | $1560354 | 36338 | 0.40% | शेयर |
| Goepper Burkhardt LLC | $1277134 | 25599 | 0.33% | शेयर |
| MILLENNIUM MANAGEMENT LLC | $1270948 | 25475 | 0.33% | शेयर |
| Round Hill Asset Management | $1199555 | 24044 | 0.31% | शेयर |
| D. E. Shaw & Co., Inc. | $1150563 | 23062 | 0.30% | शेयर |
| Flywheel Private Wealth LLC | $1097580 | 22000 | 0.28% | शेयर |
| Sanctuary Advisors, LLC | $1024840 | 20542 | 0.27% | शेयर |
| RHUMBLINE ADVISERS | $1011014 | 20265 | 0.26% | शेयर |
| Huber Capital Management LLC | $885148 | 17742 | 0.23% | शेयर |
| EJF Capital LP | $858258 | 17203 | 0.22% | शेयर |
| BANK OF AMERICA CORP /DE/ | $856461 | 17167 | 0.22% | शेयर |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $852719 | 17092 | 0.22% | शेयर |
| Daytona Street Capital LLC | $825095 | 17000 | 0.21% | शेयर |
| BNP PARIBAS FINANCIAL MARKETS | $817448 | 16385 | 0.21% | शेयर |
| STRS OHIO | $778284 | 15600 | 0.20% | शेयर |
| Concurrent Investment Advisors, LLC | $773794 | 15510 | 0.20% | शेयर |
| Point72 Asset Management, L.P. | $755384 | 15141 | 0.20% | शेयर |
| DEUTSCHE BANK AG\ | $754387 | 15121 | 0.20% | शेयर |
| XTX Topco Ltd | $711232 | 14256 | 0.18% | शेयर |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $694718 | 13925 | 0.18% | शेयर |
| ANCHYRA PARTNERS LLC | $692573 | 13882 | 0.18% | शेयर |
| Quantinno Capital Management LP | $685756 | 13745 | 0.18% | शेयर |
| CAPTRUST FINANCIAL ADVISORS | $673260 | 13495 | 0.17% | शेयर |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $658648 | 13202 | 0.17% | शेयर |
| Odyssean, LLC | $655555 | 13140 | 0.17% | शेयर |
| WELLS FARGO & COMPANY/MN | $648021 | 12989 | 0.17% | शेयर |
| Park Capital Management, LLC / WI | $599927 | 12025 | 0.16% | शेयर |
| EQUITABLE TRUST CO | $597433 | 11975 | 0.15% | शेयर |
| ALPS ADVISORS INC | $593242 | 11891 | 0.15% | शेयर |
| AMERIPRISE FINANCIAL INC | $563956 | 11304 | 0.15% | शेयर |
| Trexquant Investment LP | $549039 | 11005 | 0.14% | शेयर |
| AMG National Trust Bank | $548790 | 11000 | 0.14% | शेयर |
| GAMCO INVESTORS, INC. ET AL | $536318 | 10750 | 0.14% | शेयर |
| Symmetry Partners, LLC | $531428 | 10652 | 0.14% | शेयर |
| TWO SIGMA ADVISERS, LP | $510986 | 11900 | 0.13% | शेयर |
| Aquatic Capital Management LLC | $466372 | 9348 | 0.12% | शेयर |
| MetLife Investment Management, LLC | $461383 | 9248 | 0.12% | शेयर |
| Able Wealth Management LLC | $457491 | 9170 | 0.12% | शेयर |
| Fifth Third Wealth Advisors LLC | $453849 | 9097 | 0.12% | शेयर |
| CARY STREET PARTNERS FINANCIAL LLC | $452203 | 9064 | 0.12% | शेयर |
| FEDERATED HERMES, INC. | $447264 | 8965 | 0.12% | शेयर |
| JPMORGAN CHASE & CO | $435588 | 8814 | 0.11% | शेयर |
| ExodusPoint Capital Management, LP | $430850 | 8636 | 0.11% | शेयर |
| HUB Investment Partners, LLC | $419575 | 8410 | 0.11% | शेयर |
| Squarepoint Ops LLC | $400467 | 8027 | 0.10% | शेयर |
| Engineers Gate Manager LP | $370034 | 7417 | 0.10% | शेयर |
| Empirical Asset Management, LLC | $364147 | 7299 | 0.09% | शेयर |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $356264 | 7141 | 0.09% | शेयर |
| ZACKS INVESTMENT MANAGEMENT | $356165 | 7139 | 0.09% | शेयर |
| Integrated Quantitative Investments LLC | $350577 | 7027 | 0.09% | शेयर |
| NEW YORK STATE COMMON RETIREMENT FUND | $350427 | 7024 | 0.09% | शेयर |
| Harbor Advisors LLC | $348981 | 6995 | 0.09% | शेयर |
| TUDOR INVESTMENT CORP ET AL | $346286 | 6941 | 0.09% | शेयर |
| Cetera Investment Advisers | $336758 | 6750 | 0.09% | शेयर |
| OCCUDO QUANTITATIVE STRATEGIES LP | $320543 | 6425 | 0.08% | शेयर |
| AlphaQuest LLC | $309340 | 7204 | 0.08% | शेयर |
| Invesco Ltd. | $307173 | 6157 | 0.08% | शेयर |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $302084 | 6055 | 0.08% | शेयर |
| PANAGORA ASSET MANAGEMENT INC | $298592 | 5985 | 0.08% | शेयर |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $297020 | 7255 | 0.08% | शेयर |
| Cubist Systematic Strategies, LLC | $295095 | 7208 | 0.08% | शेयर |
| TWO SIGMA SECURITIES, LLC | $292655 | 5866 | 0.08% | शेयर |
| Rafferty Asset Management, LLC | $287117 | 5755 | 0.07% | शेयर |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $283176 | 5676 | 0.07% | शेयर |
कंपनी के अंदरूनी सूत्र 36 इनसाइडर्स · 15 अधिकारी · 24 निदेशक
| अंदरूनी | भूमिका | अंतिम गतिविधि | शेयरों का स्वामित्व | खरीद 12m | बिक्री 12m | नेट 12m |
|---|---|---|---|---|---|---|
| Hunter Westbrook | President and CEO | 11 सितमबर 2023 F | 71531 | 0 | 0 | $0 |
| Edward F. Broadwell Jr. | Chief Executive Officer | 11 फ़रवरी 2013 A | 204500 | 0 | 0 | $0 |
| Tony J. Vuncannon | EVP, CFO and Treasurer | 11 सितमबर 2023 J | 60114 | 0 | 0 | $0 |
| Marty T. Caywood | EVP, Chief Information Officer | 11 सितमबर 2023 F | 9187 | 0 | 0 | $0 |
| Dana L. Stonestreet | Executive Chairman | 11 सितमबर 2023 F | 244396 | 0 | 0 | $0 |
| Keith J Houghton | EVP, Chief Credit Officer | 11 सितमबर 2023 F | 12781 | 0 | 0 | $0 |
| Lora Jex | EVP and Chief Risk Officer | 8 सितमबर 2023 A | 1000 | 0 | 0 | $0 |
| Parrish R. Little | EVP, Chief Risk Officer | 28 फ़रवरी 2023 M | 12334 | 0 | 0 | $0 |
| Megan Pelletier | EVP and Chief People Officer | 10 फ़रवरी 2023 A | 4837 | 0 | 0 | $0 |
| Kristin Y. Powell | EVP | 10 फ़रवरी 2023 A | 13268 | 0 | 0 | $0 |
| Anna Marie Smith | EVP and Chief HR Officer | 20 मई 2021 A | 2000 | 0 | 0 | $0 |
| Paula C. Labian | EVP, Chief Human Resources Off | 11 फ़रवरी 2020 A | 7750 | 0 | 0 | $0 |
| Howard L. Sellinger | EVP, Chief Information Officer | 11 फ़रवरी 2019 F | 26150 | 0 | 0 | $0 |
| Teresa M. White | EVP, CAO and Corp Secretary | 11 फ़रवरी 2017 F | 16198 | 0 | 0 | $0 |
| Charles I. Abbitt Jr. | SVP, Chief Risk Officer | 11 फ़रवरी 2014 F | 21232 | 0 | 0 | $0 |
| Laura C Kendall | निदेशक | 30 जुलाई 2026 M | 24229 | 0 | 1 | $-511300 |
| Rebekah M. Lowe | निदेशक | 2 जून 2026 F | 5455 | 0 | 0 | $0 |
| Jesse Cureton | निदेशक | 1 जून 2026 A | 3201 | 0 | 0 | $0 |
| Narasimhulu Neelagaru | निदेशक | 1 जून 2026 A | 224941 | 0 | 0 | $0 |
| John Switzer | निदेशक | 1 जून 2026 A | 9750 | 0 | 0 | $0 |
| Dwight L. Jacobs | निदेशक | 1 जून 2026 A | 3746 | 0 | 0 | $0 |
| Richard Tyrone Williams | निदेशक | 1 जून 2026 A | 26229 | 0 | 0 | $0 |
| Bonnie V Hancock | निदेशक | 1 जून 2026 A | 3601 | 0 | 0 | $0 |
| Robert E. James | निदेशक | 19 मई 2023 P | 16447 | 0 | 0 | $0 |
| Craig C. Koontz | निदेशक | 11 फ़रवरी 2023 F | 33811 | 0 | 0 | $0 |
| Sidney A. Biesecker | निदेशक | 11 फ़रवरी 2023 F | 33473 | 0 | 0 | $0 |
| K. F. Mcfarland III | निदेशक | 10 फ़रवरी 2023 A | 40274 | 0 | 0 | $0 |
| Steven J. Goforth | निदेशक | 11 फ़रवरी 2020 A | 26416 | 0 | 0 | $0 |
| Robert G Dinsmore JR | निदेशक | 11 फ़रवरी 2019 A | 15500 | 0 | 0 | $0 |
| Peggy C. Melville | निदेशक | 11 फ़रवरी 2018 A | 34800 | 0 | 0 | $0 |
| Anderson L Smith | निदेशक | 6 मई 2016 S | 0 | 0 | 0 | $0 |
| Stanford H. Allen | निदेशक | 11 फ़रवरी 2016 F | 16933 | 0 | 0 | $0 |
| Larry S. Mcdevitt | निदेशक | 11 सितमबर 2015 S | 19960 | 0 | 0 | $0 |
| Robert E. Shepherd Sr. | निदेशक | 11 फ़रवरी 2015 F | 17135 | 0 | 0 | $0 |
| William T. Flynt | निदेशक | 11 फ़रवरी 2013 A | 24100 | 0 | 0 | $0 |
| Franklin V. Beam | निदेशक | 10 जुलाई 2012 P | 20000 | 0 | 0 | $0 |
SEC फॉर्म 3/4/5 फाइलिंग से अंदरूनी सूत्र; नेट = केवल ओपन-मार्केट P/S
कार्यकर्ता और 5%+ मालिक 1 होल्डिंग
जिन निवेशकों ने SEC शेड्यूल 13D दाखिल किया है — जारीकर्ता को प्रभावित करने के इरादे से 5% से अधिक लाभकारी स्वामित्व (कार्यकर्ता दांव, बोर्ड अभियान, M&A)। प्रत्येक पंक्ति उस फाइलर की स्थिति की सबसे हालिया ज्ञात स्थिति दिखाती है।
| फाइलर | दाखिल किया | दांव | स्थिति | उद्देश्य | फाइलिंग |
|---|---|---|---|---|---|
| Infinity Trust dated as of December 1, 2017, Narasimhulu Neelagaru M.D. | 22 फ़रवरी 2023 | — | प्रारंभिक फाइलिंग | निष्क्रिय निवेश | 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.
ईटीएफ स्वामित्व 46 ETFs द्वारा धारित
वजन केवल प्रत्यक्ष इक्विटी होल्डिंग्स (N-PORT) को दर्शाता है; लीवरेज्ड या डेरिवेटिव-आधारित फंड में अतिरिक्त स्वैप एक्सपोजर हो सकता है जो नहीं दिखाया गया है।
| फंड | भार | इकाइयाँ | तिथि अनुसार | स्रोत |
|---|---|---|---|---|
| OASC · Unified Series Trust | 0.40% | 7225 NS | 31 मई 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0.25% | 11717 NS | 31 मई 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0.14% | 8437 NS | 31 मई 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.08% | 450585 NS | 31 मई 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0.08% | 8187 NS | 30 अप्रैल 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.06% | 35404 NS | 31 मई 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.04% | 69435 NS | 30 अप्रैल 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.03% | 6730 NS | 31 मई 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.03% | 78664 NS | 30 अप्रैल 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.02% | 285 NS | 30 अप्रैल 2026 | N-PORT |
| RSSL · Global X Funds | 0.02% | 6851 NS | 30 अप्रैल 2026 | N-PORT |
| ITWO · ProShares Trust | 0.02% | 741 NS | 31 मई 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.02% | 55333 NS | 30 अप्रैल 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 64937 NS | 31 मई 2026 | N-PORT |
| UWM · ProShares Trust | 0.01% | 581 NS | 31 मई 2026 | N-PORT |
| URTY · ProShares Trust | 0.01% | 590 NS | 31 मई 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 540 NS | 30 अप्रैल 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 788 NS | 31 मई 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 15 NS | 31 मई 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 28096 NS | 30 अप्रैल 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 392 NS | 31 मई 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 7737 NS | 31 मई 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1462 NS | 30 अप्रैल 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 792 NS | 30 अप्रैल 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 3727 NS | 30 अप्रैल 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 5179 NS | 30 अप्रैल 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 8573 NS | 31 मई 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.00% | 30 NS | 31 मई 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 जुलाई 2026 | दैनिक |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 जुलाई 2026 | दैनिक |
| VFQY · VANGUARD WELLINGTON FUND | — | — | 30 जुलाई 2026 | दैनिक |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 30 जुलाई 2026 | दैनिक |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 13 जुलाई 2026 | दैनिक |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 जुलाई 2026 | दैनिक |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 जुलाई 2026 | दैनिक |
| ITOT · iShares Trust | — | — | 22 जुलाई 2026 | दैनिक |
| IWV · iShares Trust | — | — | 18 अगस्त 2026 | दैनिक |
| IWN · iShares Trust | — | — | 17 अगस्त 2026 | दैनिक |
| IWM · iShares Trust | — | — | 18 अगस्त 2026 | दैनिक |
| IWC · iShares Trust | — | — | 18 अगस्त 2026 | दैनिक |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 जुलाई 2026 | दैनिक |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 जुलाई 2026 | दैनिक |
| VFH · VANGUARD WORLD FUND | — | — | 20 जुलाई 2026 | दैनिक |
| ISCB · iShares Trust | — | — | 20 जुलाई 2026 | दैनिक |
| ISCG · iShares Trust | — | — | 21 जुलाई 2026 | दैनिक |
| ISCV · iShares Trust | — | — | 20 जुलाई 2026 | दैनिक |