LPLA LPL Financial Holdings Inc. - Common Stock
$371.39
मूल्य · अग 19, 2026
मौलिकता इस प्रकार है अग 3, 2026
52W रेंज
$260–$400
79% of range
विश्लेषक रेटिंग
BUY
23 analysts
मूल्य लक्ष्य
$431
+16% upside
P/E (TTM)
32.7
ROE
16.6%
शुद्ध लाभ मार्जिन
5.1%
LPLA स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा
मूल्य
$371.38
मार्केट कैप
—
P/E (TTM)
32.7
EPS (TTM)
$10.92
राजस्व (TTM)
$16.99B
लाभांश प्रतिफल
—
ROE
16.6%
D/E ऋण/इक्विटी
—
52W रेंज
$260 – $400
LPLA 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
$16.99B
2016-12-31
→
2025-12-31
EPS
$10.92
2016-12-31
→
2025-12-31
फ्री कैश फ्लो
$-982M
2016-12-31
→
2025-12-31
मार्जिन
5.1%
मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?
मेट्रिक
5Y रुझान
LPLA
सहकर्मी माध्यिका
P/E (TTM)
32.7
18.4
लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC
मेट्रिक
5Y रुझान
LPLA
सहकर्मी माध्यिका
Net Profit Margin (शुद्ध लाभ मार्जिन)
5.1%
10.8%
ROA
5.4%
2.4%
ROE
16.6%
18.5%
वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती
मेट्रिक
5Y रुझान
LPLA
सहकर्मी माध्यिका
विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR
मेट्रिक
5Y रुझान
LPLA
सहकर्मी माध्यिका
Revenue YoY (राजस्व YoY)
37.2%
—
Revenue CAGR 3Y (राजस्व CAGR 3Y)
25.5%
—
Revenue CAGR 5Y (राजस्व CAGR 5Y)
23.7%
—
EPS YoY
-22.2%
—
Net Income YoY (शुद्ध आय YoY)
-18.5%
—
पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर
मेट्रिक
5Y रुझान
LPLA
सहकर्मी माध्यिका
Payout Ratio (भुगतान अनुपात)
10.9%
—
लाभांश यील्ड, भुगतान अनुपात, लाभांश इतिहास, 5Y CAGR
लाभांश यील्ड
—
भुगतान अनुपात
10.9%
5Y लाभांश CAGR
—
| एक्स-डेट | राशि |
|---|---|
| 14 अगस्त 2026 | $0.3000 |
| 21 मई 2026 | $0.3000 |
| 10 मार्च 2026 | $0.3000 |
| 13 नवमबर 2025 | $0.3000 |
| 15 अगस्त 2025 | $0.3000 |
| 30 मई 2025 | $0.3000 |
| 11 मार्च 2025 | $0.3000 |
| 14 नवमबर 2024 | $0.3000 |
| 9 अगस्त 2024 | $0.3000 |
| 20 मई 2024 | $0.3000 |
| 11 मार्च 2024 | $0.3000 |
| 8 नवमबर 2023 | $0.3000 |
| 10 अगस्त 2023 | $0.3000 |
| 17 मई 2023 | $0.3000 |
| 13 मार्च 2023 | $0.3000 |
| 9 नवमबर 2022 | $0.2500 |
| 16 अगस्त 2022 | $0.2500 |
| 8 जून 2022 | $0.2500 |
| 14 मार्च 2022 | $0.2500 |
| 9 नवमबर 2021 | $0.2500 |
LPLA विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड
खरीदें
23 विश्लेषक
- मजबूत खरीद 7 30.4%
- खरीदें 12 52.2%
- होल्ड 4 17.4%
- बेचें 0 0.0%
- मजबूत बिक्री 0 0.0%
12-महीने का मूल्य लक्ष्य
14 विश्लेषक · 2026-08-15
मध्यिका
$401.50
माध्य
$430.86
← सभी लक्ष्यों से नीचे
$371.38
निम्न
$372.00
उच्च
$557.00
मध्यिका लक्ष्य
$401.50
+8.1%
माध्य लक्ष्य
$430.86
+16.0%
Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि
औसत आश्चर्य
0.35%
| Period | EPS Actual | EPS अनुमान | आश्चर्य |
|---|---|---|---|
| 30 जून 2026 | $5.84 | $5.51 | 0.33% |
| 31 मार्च 2026 | $5.60 | $5.60 | 0.00% |
| 31 दिसमबर 2025 | $5.60 | $5.03 | 0.57% |
| 30 सितमबर 2025 | $5.20 | $4.57 | 0.63% |
| 30 जून 2025 | $4.51 | $4.31 | 0.20% |
| 31 मार्च 2025 | $5.15 | $4.76 | 0.39% |
सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी
| टिकर | मार्केट कैप | P/E | राजस्व YoY | शुद्ध मार्जिन | ROE | सकल मार्जिन |
|---|---|---|---|---|---|---|
| LPLA | — | 32.7 | 37.2% | 5.1% | 16.6% | — |
| GS | $260.60B | 17.1 | 8.9% | 29.5% | 13.9% | — |
| SCHW | $207.21B | 21.5 | 22.0% | 37.0% | 17.9% | — |
| IBKR | — | 29.0 | 23.4% | — | — | — |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | — |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | — |
| SF | — | 14.2 | 6.7% | 10.8% | 11.7% | — |
| JEF | — | 20.3 | 2.9% | 6.3% | 6.6% | — |
| EVR | — | 24.2 | 29.5% | 15.3% | 31.7% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
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 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $16.99B | $12.39B | $10.05B | $8.60B | $7.72B | $5.87B | $5.62B | $5.19B | $4.28B | $4.05B | $4.28B | $4.37B | |
| Operating Expenses | $15.84B | $10.99B | $8.61B | $7.49B | $7.12B | $5.25B | $4.88B | $4.47B | $3.79B | $3.66B | $3.93B | $4.02B | |
| Interest Income | $232M | $188M | $159M | $77M | $29M | $29M | $47M | · | · | · | · | · | |
| Pretax Income | $1.15B | $1.39B | $1.44B | $1.11B | $601M | $626M | $742M | $593M | $365M | $298M | $283M | $295M | |
| Income Tax | $286M | $334M | $379M | $266M | $141M | $153M | $182M | $153M | $126M | $106M | $114M | $117M | |
| Net Income | $863M | $1.06B | $1.07B | $846M | $460M | $473M | $560M | $439M | $239M | $192M | $169M | $178M | |
| EPS (Basic) | $10.97 | $14.17 | $13.88 | $10.60 | $5.75 | $5.96 | $6.78 | $4.99 | $2.65 | $2.15 | $1.77 | $1.78 | |
| EPS (Diluted) | $10.92 | $14.03 | $13.69 | $10.40 | $5.63 | $5.86 | $6.62 | $4.85 | $2.59 | $2.13 | $1.74 | $1.75 | |
| Shares (Basic) | 78,681,000 | 74,713,000 | 76,807,000 | 79,801,000 | 80,002,000 | 79,244,000 | 82,552,000 | 88,119,000 | 90,002,000 | 89,072,000 | 95,273,000 | 99,847,000 | |
| Shares (Diluted) | 79,061,000 | 75,427,000 | 77,861,000 | 81,285,000 | 81,742,000 | 80,702,000 | 84,624,000 | 90,619,000 | 92,115,000 | 90,013,000 | 96,786,000 | 101,651,000 | |
| EBITDA | $393M | $308M | $247M | $200M | $151M | $110M | $96M | $88M | $84M | $76M | $73M | $58M |
बैलेंस शीट 18
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.04B | $967M | $466M | $848M | $495M | $809M | $590M | $511M | $811M | $748M | $725M | $412M | |
| Short-term Investments | $92M | $57M | $91M | $53M | $49M | $42M | · | · | · | · | · | · | |
| PP&E (Net) | $1.41B | $1.21B | $933M | $780M | $659M | $583M | $533M | $461M | $413M | $387M | $275M | $214M | |
| PP&E (Gross) | $3.18B | $2.59B | $1.99B | $1.60B | $1.28B | $1.07B | $921M | $770M | $840M | $743M | $604M | $503M | |
| Accum. Depreciation | $1.77B | $1.38B | $1.06B | $817M | $624M | $490M | $388M | $308M | $427M | $356M | $329M | $289M | |
| Goodwill | $2.64B | $2.17B | $1.86B | $1.64B | $1.64B | $1.51B | $1.50B | $1.49B | $1.43B | $1.37B | $1.37B | $1.37B | |
| Intangibles | $3.33B | $1.48B | $672M | $428M | $455M | $397M | $440M | $484M | $414M | $354M | $392M | $431M | |
| Total Assets | $18.49B | $13.32B | $10.39B | $9.48B | $7.99B | $6.60B | $5.88B | $5.48B | $5.36B | $4.83B | $4.52B | $4.04B | |
| Deferred Tax | · | · | · | · | · | $0 | $2M | $18M | $16M | $26M | $36M | $66M | |
| Total Liabilities | $13.15B | $10.39B | $8.31B | $7.31B | $6.32B | $5.28B | $4.86B | $4.50B | $4.39B | $4.01B | $3.81B | $3.07B | |
| Long-term Debt | $7.26B | $5.49B | $3.73B | $2.72B | $2.81B | $2.35B | $2.40B | $2.37B | $2.39B | $2.18B | $2.19B | $1.63B | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $1.63B | |
| Common Stock | $136.0K | $131.0K | $130.0K | $130.0K | $129.0K | $127.0K | $126.0K | $125.0K | $123.0K | $120.0K | $119.0K | $118.0K | |
| Retained Earnings | $5.84B | $5.07B | $4.09B | $3.10B | $2.33B | $1.94B | $1.55B | $1.07B | $718M | $570M | $469M | $396M | |
| Treasury Stock | $4.33B | $4.20B | $3.99B | $2.85B | $2.50B | $2.39B | $2.23B | $1.73B | $1.31B | $1.19B | $1.17B | $781M | |
| AOCI | · | · | · | · | · | · | · | · | $0 | $315.0K | $553.0K | $937.0K | |
| Stockholders' Equity | $5.34B | $2.93B | $2.08B | $2.17B | $1.67B | $1.31B | $1.02B | $974M | $965M | $821M | $716M | $972M | |
| Liabilities + Equity | $18.49B | $13.32B | $10.39B | $9.48B | $7.99B | $6.60B | $5.88B | $5.48B | $5.36B | $4.83B | $4.52B | $4.04B |
नकदी प्रवाह 17
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $393M | $308M | $247M | $200M | $151M | $110M | $96M | $88M | $84M | $76M | $73M | $58M | |
| Stock-based Comp | $79M | $92M | $69M | $53M | $44M | $34M | $33M | $29M | $29M | $25M | $29M | $28M | |
| Deferred Tax | $53M | $-76M | $-68M | $-93M | $18M | $-24M | $-19M | $-2M | $-9M | $-12M | $-30M | $-24M | |
| Amort. of Intangibles | $237M | $135M | $107M | $88M | $79M | $67M | $65M | $60M | $38M | $38M | $38M | $39M | |
| Restructuring | · | · | · | · | · | · | · | · | $0 | $0 | $12M | $35M | |
| Other Non-cash | $-1.80B | $-1.11B | $-801M | $941M | $-221M | $197M | $-46M | $27M | $102M | $-6M | $38M | $-7M | |
| Operating Cash Flow | $-411M | $278M | $513M | $1.95B | $453M | $790M | $624M | $582M | $453M | $389M | $279M | $232M | |
| CapEx | $570M | $563M | $403M | $307M | $216M | $156M | $156M | $133M | $112M | $128M | $73M | $90M | |
| Investing Cash Flow | $-2.39B | $-1.59B | $-860M | $-376M | $-459M | $-187M | $-181M | $-162M | $-438M | $-127M | $-75M | $-93M | |
| Net Debt Issued | · | · | · | · | · | $-11M | · | · | · | · | · | · | |
| Stock Issued | $1.73B | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $100M | $170M | $1.10B | $325M | $90M | $150M | $500M | $418M | $114M | $25M | $391M | $275M | |
| Net Stock Activity | $1.62B | $-170M | $-1.10B | $-325M | $-90M | $-150M | $-500M | $-418M | $-114M | $-25M | $-391M | $-275M | |
| Dividends Paid | $94M | $90M | $92M | $80M | $80M | $79M | $83M | $88M | $90M | $89M | $96M | $96M | |
| Financing Cash Flow | $3.17B | $1.42B | $-209M | $-504M | $279M | $-275M | $-533M | $-483M | $51M | $-127M | $108M | $-243M | |
| Net Change in Cash | $371M | $103M | $-556M | $1.06B | $273M | $327M | $-90M | $-64M | $67M | $135M | $312M | $-104M | |
| Free Cash Flow | $-982M | $-285M | $109M | $1.64B | $237M | $634M | $467M | $449M | $332M | $147M | $207M | $143M |
लाभप्रदता 5
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 5.1% | 8.6% | 10.6% | 9.8% | 6.0% | 8.1% | 10.0% | 8.5% | 5.6% | 4.7% | 4.0% | 4.1% | |
| Pretax Margin | 6.8% | 11.2% | 14.4% | 12.9% | 7.8% | 10.7% | 13.2% | 11.4% | 8.5% | 7.3% | 6.6% | 6.7% | |
| EBITDA Margin | 2.3% | 2.5% | 2.5% | 2.3% | 2.0% | 1.9% | 1.7% | 1.7% | 2.0% | 1.9% | 1.7% | 1.3% | |
| ROA | 5.4% | 8.9% | 10.7% | 9.7% | 6.3% | 7.6% | 9.9% | 8.1% | 4.7% | 4.1% | 3.9% | 4.4% | |
| ROE | 16.6% | 37.1% | 51.1% | 40.6% | 28.0% | 37.5% | 54.8% | 45.0% | 25.1% | 23.8% | 20.3% | 17.5% |
तरलता और शोधन क्षमता 2
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 1.7 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 1.6 |
दक्षता 1
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 1.0 | 1.0 | 1.1 | 0.9 | 1.0 | 1.0 | 0.8 | 0.9 | 1.0 | 1.1 |
विकास दरें 10
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 37.2% | 23.2% | 16.9% | 11.4% | 31.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 25.5% | 17.1% | 19.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -22.2% | 2.5% | 31.6% | 84.7% | -3.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.6% | 35.6% | 32.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.5% | -0.72% | 26.1% | 83.9% | -2.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.68% | 32.0% | 31.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.6% | · | · | · | · | · | · | · | · | · | · | · |
मूल्यांकन (TTM) 6
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $16.99B | $12.39B | $10.05B | $8.60B | $7.72B | $5.87B | $5.62B | $5.19B | $4.28B | $4.05B | $4.28B | $4.37B | |
| Net Income TTM | $863M | $1.06B | $1.07B | $846M | $460M | $473M | $560M | $439M | $239M | $192M | $169M | $178M | |
| P/E | 32.7 | 23.3 | 16.6 | 20.8 | 28.4 | 17.8 | 13.9 | 12.6 | 22.1 | 16.5 | 24.5 | 25.5 | |
| Earnings Yield | 3.1% | 4.3% | 6.0% | 4.8% | 3.5% | 5.6% | 7.2% | 7.9% | 4.5% | 6.0% | 4.1% | 3.9% | |
| Payout Ratio | 10.9% | 8.5% | 8.6% | 9.4% | 17.4% | 16.7% | 14.8% | 20.1% | 37.8% | 46.4% | 56.8% | 53.7% | |
| Annual Payout | $94M | $90M | $92M | $80M | $80M | $79M | $83M | $88M | $90M | $89M | $96M | $96M |
आय विवरण 11
| मेट्रिक | रुझान | 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 | $5.19B | $4.94B | $4.93B | $4.55B | $3.84B | $3.67B | $3.51B | $3.11B | $2.93B | $2.83B | $2.64B | $2.52B | $2.47B | $2.42B | $2.33B | $2.16B | |
| Operating Expenses | $4.67B | $4.45B | $4.53B | $4.59B | $3.47B | $3.25B | $3.17B | $2.76B | $2.60B | $2.46B | $2.35B | $2.20B | $2.08B | $1.97B | $1.91B | $1.86B | |
| Interest Income | $47M | $45M | $50M | $61M | $77M | $44M | $47M | $50M | $47M | $44M | $43M | $41M | $38M | $37M | $37M | $22M | |
| Pretax Income | $516M | $485M | $398M | $-34M | $369M | $417M | $341M | $347M | $330M | $374M | $294M | $318M | $389M | $444M | $419M | $307M | |
| Income Tax | $136M | $128M | $97M | $-5M | $96M | $99M | $71M | $92M | $86M | $85M | $76M | $93M | $103M | $106M | $100M | $74M | |
| Net Income | $379M | $356M | $301M | $-30M | $273M | $319M | $271M | $255M | $244M | $289M | $218M | $224M | $286M | $339M | $319M | $232M | |
| EPS (Basic) | $4.75 | $4.45 | $3.65 | $-0.37 | $3.42 | $4.27 | $3.63 | $3.41 | $3.26 | $3.87 | $2.93 | $2.95 | $3.70 | $4.30 | $4.01 | $2.91 | |
| EPS (Diluted) | $4.74 | $4.43 | $3.65 | $-0.37 | $3.40 | $4.24 | $3.58 | $3.39 | $3.23 | $3.83 | $2.89 | $2.91 | $3.65 | $4.24 | $3.93 | $2.86 | |
| Shares (Basic) | 79,791,000 | 80,113,000 | -155,920,000 | 80,017,000 | 79,984,000 | 74,600,000 | -149,350,000 | 74,776,000 | 74,725,000 | 74,562,000 | -155,239,000 | 76,062,000 | 77,234,000 | 78,750,000 | -159,927,000 | 79,805,000 | |
| Shares (Diluted) | 80,032,000 | 80,446,000 | -156,781,000 | 80,357,000 | 80,373,000 | 75,112,000 | -150,989,000 | 75,405,000 | 75,548,000 | 75,463,000 | -157,454,000 | 77,147,000 | 78,194,000 | 79,974,000 | -162,947,000 | 81,250,000 | |
| EBITDA | $110M | $106M | · | $100M | $96M | $92M | · | $78M | $71M | $67M | · | $65M | $58M | $56M | · | $52M |
बैलेंस शीट 15
| मेट्रिक | रुझान | 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 | $1.28B | $1.02B | $1.04B | $1.34B | $4.19B | $1.23B | $967M | $1.47B | $1.32B | $1.10B | $466M | $799M | $761M | $470M | $848M | $1.22B | |
| Short-term Investments | $203M | $100M | $92M | $215M | $140M | $138M | $57M | $111M | $90M | $57M | · | $53M | $50M | $51M | · | $62M | |
| PP&E (Net) | $1.57B | $1.47B | $1.41B | $1.34B | $1.28B | $1.24B | $1.21B | $1.14B | $1.07B | $987M | · | $883M | $850M | $816M | · | $751M | |
| PP&E (Gross) | · | · | $3.18B | · | · | · | $2.59B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.77B | · | · | · | $1.38B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.68B | $2.66B | $2.64B | $2.67B | $2.21B | $2.21B | $2.17B | $1.87B | $1.86B | $1.84B | $1.86B | $1.77B | $1.77B | $1.77B | $1.64B | $1.64B | |
| Intangibles | $3.43B | $3.41B | $3.33B | $3.30B | $1.64B | $1.57B | $1.48B | $782M | $783M | $691M | · | $641M | $606M | $580M | · | $428M | |
| Total Assets | $19.79B | $18.84B | $18.49B | $18.03B | $17.47B | $13.96B | $13.32B | $11.94B | $11.50B | $11.02B | · | $9.49B | $9.39B | $9.17B | · | $9.70B | |
| Total Liabilities | $14.03B | $13.15B | $13.15B | $12.99B | $12.40B | $10.84B | $10.39B | $9.17B | $8.99B | $8.75B | · | $7.40B | $7.27B | $6.97B | · | $7.70B | |
| Long-term Debt | $7.46B | $7.18B | $7.26B | $7.52B | $7.18B | $5.69B | $5.49B | $4.44B | $4.44B | $3.85B | · | $3.12B | $3.00B | $2.85B | · | $2.72B | |
| Common Stock | $137.0K | $137.0K | $136.0K | $136.0K | $136.0K | $131.0K | $131.0K | $131.0K | $131.0K | $131.0K | · | $130.0K | $130.0K | $130.0K | · | $129.0K | |
| Retained Earnings | $6.52B | $6.17B | $5.84B | $5.57B | $5.62B | $5.37B | $5.07B | $4.81B | $4.58B | $4.35B | · | $3.89B | $3.68B | $3.42B | · | $2.80B | |
| Treasury Stock | $4.66B | $4.35B | $4.33B | $4.33B | $4.33B | $4.33B | $4.20B | $4.10B | $4.10B | $4.10B | · | $3.77B | $3.51B | $3.16B | · | $2.70B | |
| Stockholders' Equity | $5.76B | $5.69B | $5.34B | $5.04B | $5.07B | $3.12B | $2.93B | $2.77B | $2.52B | $2.27B | $2.08B | $2.09B | $2.12B | $2.19B | $2.17B | $2.00B | |
| Liabilities + Equity | $19.79B | $18.84B | $18.49B | $18.03B | $17.47B | $13.96B | $13.32B | $11.94B | $11.50B | $11.02B | · | $9.49B | $9.39B | $9.17B | · | $9.70B |
नकदी प्रवाह 14
| मेट्रिक | रुझान | 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 | $110M | $106M | $105M | $100M | $96M | $92M | $92M | $78M | $71M | $67M | $68M | $65M | $58M | $56M | $54M | $52M | |
| Stock-based Comp | $24M | $23M | $20M | $19M | $20M | $19M | $27M | $21M | $21M | $23M | $16M | $16M | $17M | $19M | $13M | $12M | |
| Deferred Tax | $27M | $-22M | $53M | $-171.0K | $-106.0K | $-72.0K | $-76M | $103.0K | $-69.0K | $4.0K | $-68M | $-18.0K | $-46.0K | $-96.0K | $-93M | $-50.0K | |
| Amort. of Intangibles | $71M | $67M | $82M | $65M | $46M | $44M | $43M | $32M | $31M | $30M | $29M | $28M | $27M | $24M | $23M | $23M | |
| Other Non-cash | · | $-173M | · | · | · | $-90M | · | · | · | $47M | · | · | · | $-619M | · | · | |
| Operating Cash Flow | $402M | $290M | $785M | $-1.73B | $193M | $340M | $-179M | $209M | $-179M | $426M | $143M | $173M | $403M | $-206M | $-177M | $2.12B | |
| CapEx | $199M | $166M | $172M | $142M | $137M | $119M | $166M | $147M | $129M | $121M | $106M | $95M | $101M | $101M | $74M | $82M | |
| Investing Cash Flow | $-305M | $-312M | $-253M | $-1.68B | $-250M | $-199M | $-1.03B | $-181M | $-246M | $-130M | $-202M | $-156M | $-151M | $-351M | $-99M | $-106M | |
| Stock Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $309M | $0 | $0 | $0 | $-240.0K | $100M | $100M | $0 | $0 | $70M | $225M | $250M | $350M | $275M | $150M | $75M | |
| Net Stock Activity | · | $0 | · | · | · | $-100M | · | · | · | $-70M | · | · | · | $-275M | · | · | |
| Dividends Paid | $24M | $24M | $24M | $24M | $24M | $22M | $22M | $22M | $22M | $22M | $23M | $23M | $23M | $24M | $20M | $20M | |
| Financing Cash Flow | $-74M | $-128M | $-298M | $321M | $3.12B | $30M | $935M | $-24M | $557M | $-50M | $365M | $-155M | $-221M | $-198M | $-167M | $-94M | |
| Free Cash Flow | · | $125M | · | · | · | $220M | · | · | · | $305M | · | · | · | $-307M | · | · |
लाभप्रदता 5
| मेट्रिक | रुझान | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 7.3% | 7.2% | · | -0.65% | 7.1% | 8.7% | · | 8.2% | 8.3% | 10.2% | · | 8.9% | 11.6% | 14.0% | · | 10.7% | |
| Pretax Margin | 9.9% | 9.8% | · | -0.75% | 9.6% | 11.4% | · | 11.2% | 11.3% | 13.2% | · | 12.6% | 15.8% | 18.4% | · | 14.2% | |
| EBITDA Margin | 2.1% | 2.1% | · | 2.2% | 2.5% | 2.5% | · | 2.5% | 2.4% | 2.4% | · | 2.6% | 2.4% | 2.3% | · | 2.4% | |
| ROA | 2.0% | 2.2% | · | -0.20% | 1.9% | 2.5% | · | 2.4% | 2.3% | 2.9% | · | 2.3% | 3.3% | 4.0% | · | 2.7% | |
| ROE | 7.0% | 8.1% | · | -0.76% | 7.2% | 11.8% | · | 10.5% | 10.5% | 12.9% | · | 11.0% | 14.4% | 17.3% | · | 12.8% |
दक्षता 1
| मेट्रिक | रुझान | 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 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 |
मूल्यांकन (TTM) 5
| मेट्रिक | रुझान | 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 | $18.51B | $17.00B | · | $15.17B | $13.55B | $12.54B | · | $11.40B | $10.76B | $10.24B | · | $9.57B | $9.09B | $8.69B | · | $8.29B | |
| Net Income TTM | $979M | $919M | · | $818M | $1.09B | $1.11B | · | $1.01B | $1.04B | $1.14B | · | $1.08B | $1.02B | $866M | · | $630M | |
| P/E | 23.1 | 25.7 | · | 31.2 | 26.3 | 22.3 | · | 17.4 | 20.5 | 18.1 | · | 17.4 | 17.1 | 18.9 | · | 28.3 | |
| Earnings Yield | 4.3% | 3.9% | · | 3.2% | 3.8% | 4.5% | · | 5.7% | 4.9% | 5.5% | · | 5.8% | 5.9% | 5.3% | · | 3.5% | |
| Payout Ratio | · | 6.8% | · | · | · | 7.0% | · | · | · | 7.8% | · | · | · | 7.0% | · | · |
वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष
आय विवरण
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| राजस्व | $16.99B | $12.39B | $10.05B | $8.60B | $7.72B |
| शुद्ध आय | $863M | $1.06B | $1.07B | $846M | $460M |
| तनुकरणित EPS | $10.92 | $14.03 | $13.69 | $10.40 | $5.63 |
नकदी प्रवाह
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| फ्री कैश फ्लो | $-982M | $-285M | $109M | $1.64B | $237M |
ताज़ा समाचार इस कंपनी का उल्लेख करने वाली हालिया सुर्खियां
ट्रेडिंग सिग्नल प्रवेश मूल्य और जोखिम/इनाम अनुपात के साथ हालिया खरीद/बिक्री संकेत
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) 841 फाइलर्स · $14.6B 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 |
|---|---|---|---|---|
| 106 (+3 पिछली तिमाही की तुलना में) | 83 (-46 पिछली तिमाही की तुलना में) | 248 (-19 पिछली तिमाही की तुलना में) | 287 (+17 पिछली तिमाही की तुलना में) | +13.6M |
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 |
|---|---|---|---|---|
| Dodge & Cox | $1289722301 | 4578679 | 8.81% | शेयर |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1079399168 | 3832005 | 7.38% | शेयर |
| VANGUARD CAPITAL MANAGEMENT LLC | $1017885608 | 3613624 | 6.96% | शेयर |
| Capital World Investors | $660051167 | 2343266 | 4.51% | शेयर |
| STATE STREET CORP | $544836442 | 1934239 | 3.72% | शेयर |
| WCM INVESTMENT MANAGEMENT, LLC | $487340050 | 1810058 | 3.33% | शेयर |
| ALLIANCEBERNSTEIN L.P. | $416877880 | 1385759 | 2.85% | शेयर |
| GOLDMAN SACHS GROUP INC | $362995156 | 1288679 | 2.48% | शेयर |
| GEODE CAPITAL MANAGEMENT, LLC | $362526178 | 1291279 | 2.48% | शेयर |
| LONE PINE CAPITAL LLC | $343395806 | 1219099 | 2.35% | शेयर |
| SurgoCap Partners LP | $299487246 | 1063218 | 2.05% | शेयर |
| NORGES BANK | $297038039 | 1054523 | 2.03% | शेयर |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $279709930 | 993006 | 1.91% | शेयर |
| VAN ECK ASSOCIATES CORP | $267796274 | 950711 | 1.83% | शेयर |
| SAMLYN CAPITAL, LLC | $249100328 | 884338 | 1.70% | शेयर |
| FMR LLC | $243398378 | 864096 | 1.66% | शेयर |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $223389290 | 793061 | 1.53% | शेयर |
| Assenagon Asset Management S.A. | $210439184 | 747086 | 1.44% | शेयर |
| DIMENSIONAL FUND ADVISORS LP | $190101823 | 674886 | 1.30% | शेयर |
| Boston Partners | $157376020 | 558705 | 1.08% | शेयर |
| CITADEL ADVISORS LLC | $155800870 | 553113 | 1.06% | शेयर |
| Azora Capital LP | $148126217 | 525867 | 1.01% | शेयर |
| VANGUARD FIDUCIARY TRUST CO | $143675673 | 510067 | 0.98% | शेयर |
| Point72 Asset Management, L.P. | $142908940 | 507345 | 0.98% | शेयर |
| Holocene Advisors, LP | $130271085 | 462479 | 0.89% | शेयर |
| TD Asset Management Inc | $129959828 | 461374 | 0.89% | शेयर |
| BNP PARIBAS FINANCIAL MARKETS | $126294326 | 448361 | 0.86% | शेयर |
| Epoch Investment Partners, Inc. | $124469040 | 441881 | 0.85% | शेयर |
| VICTORY CAPITAL MANAGEMENT INC | $119392603 | 423859 | 0.82% | शेयर |
| Castle Hook Partners LP | $114620099 | 406916 | 0.78% | शेयर |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $107872615 | 382961 | 0.74% | शेयर |
| APG Asset Management N.V. | $107719133 | 437217 | 0.74% | शेयर |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $98376177 | 349248 | 0.67% | शेयर |
| Qube Research & Technologies Ltd | $97038760 | 344500 | 0.66% | शेयर |
| First Pacific Advisors, LP | $90488010 | 321244 | 0.62% | शेयर |
| Prana Capital Management, LP | $89826625 | 318896 | 0.61% | शेयर |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $87161369 | 309434 | 0.60% | शेयर |
| ENVESTNET ASSET MANAGEMENT INC | $81722262 | 290125 | 0.56% | शेयर |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $81405520 | 289000 | 0.56% | शेयर |
| AMERICAN CENTURY COMPANIES INC | $79613473 | 282638 | 0.54% | शेयर |
| JANE STREET GROUP, LLC | $78492385 | 278658 | 0.54% | शेयर |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $71255181 | 252965 | 0.49% | शेयर |
| Heron Bay Capital Management | $66267683 | 235259 | 0.45% | शेयर |
| Caisse de depot et placement du Quebec | $65312297 | 231867 | 0.45% | शेयर |
| SCS Capital Management LLC | $60141883 | 213511 | 0.41% | शेयर |
| MILLENNIUM MANAGEMENT LLC | $58070867 | 206159 | 0.40% | शेयर |
| RAYMOND JAMES FINANCIAL INC | $55469839 | 196925 | 0.38% | शेयर |
| Capricorn Fund Managers Ltd | $54874644 | 194812 | 0.37% | शेयर |
| GILDER GAGNON HOWE & CO LLC | $54374662 | 193037 | 0.37% | शेयर |
| Longaeva Partners L.P. | $52575572 | 186650 | 0.36% | शेयर |
| BANK OF AMERICA CORP /DE/ | $50284669 | 178517 | 0.34% | शेयर |
| Freestone Grove Partners LP | $50173687 | 178123 | 0.34% | शेयर |
| Sumitomo Mitsui Trust Group, Inc. | $47222807 | 167647 | 0.32% | शेयर |
| Balyasny Asset Management L.P. | $45531037 | 161641 | 0.31% | शेयर |
| National Pension Service | $45437519 | 161309 | 0.31% | शेयर |
| GOLDENTREE ASSET MANAGEMENT LP | $43727466 | 155495 | 0.30% | शेयर |
| Alyeska Investment Group, L.P. | $43666879 | 155023 | 0.30% | शेयर |
| VANGUARD ASSET MANAGEMENT, Ltd | $43246612 | 153531 | 0.30% | शेयर |
| RENAISSANCE TECHNOLOGIES LLC | $42719589 | 151660 | 0.29% | शेयर |
| LPL Financial LLC | $41183870 | 146208 | 0.28% | शेयर |
| Solel Partners LP | $38590160 | 137000 | 0.26% | शेयर |
| Hudson Bay Capital Management LP | $38458897 | 136534 | 0.26% | शेयर |
| BlackRock, Inc. | $38404533 | 136341 | 0.26% | शेयर |
| BROWN BROTHERS HARRIMAN & CO | $36978387 | 131278 | 0.25% | शेयर |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $36453054 | 129413 | 0.25% | शेयर |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $35310222 | 117376 | 0.24% | शेयर |
| Perpetual Ltd | $34091730 | 121030 | 0.23% | शेयर |
| HMI Capital Management, L.P. | $33407248 | 118600 | 0.23% | शेयर |
| UBS Group AG | $32421650 | 115101 | 0.22% | शेयर |
| BAMCO INC /NY/ | $32174616 | 114224 | 0.22% | शेयर |
| TORONTO DOMINION BANK | $31352392 | 111305 | 0.21% | शेयर |
| BARCLAYS PLC | $31300281 | 111120 | 0.21% | शेयर |
| Schonfeld Strategic Advisors LLC | $30723681 | 109073 | 0.21% | शेयर |
| Interval Partners, LP | $30598335 | 108628 | 0.21% | शेयर |
| California Public Employees Retirement System | $30247643 | 107383 | 0.21% | शेयर |
| WELLS FARGO & COMPANY/MN | $27812750 | 98739 | 0.19% | शेयर |
| Mitsubishi UFJ Asset Management Co., Ltd. | $26860160 | 95357 | 0.18% | शेयर |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $26337080 | 93500 | 0.18% | शेयर |
| RHUMBLINE ADVISERS | $26054484 | 92497 | 0.18% | शेयर |
| SummitTX Capital, L.P. | $25298244 | 89812 | 0.17% | शेयर |
| Cander Asset Management LP | $24798262 | 88037 | 0.17% | शेयर |
| Champlain Investment Partners, LLC | $24256873 | 86115 | 0.17% | शेयर |
| Ensign Peak Advisors, Inc | $24236592 | 86043 | 0.17% | शेयर |
| MARSHALL WACE, LLP | $23773511 | 84399 | 0.16% | शेयर |
| MILLENNIUM MANAGEMENT LLC | $23407608 | 83100 | 0.16% | कॉल ऑप्शन |
| WELLINGTON MANAGEMENT GROUP LLP | $21876677 | 77665 | 0.15% | शेयर |
| Clarkston Capital Partners, LLC | $21548238 | 76499 | 0.15% | शेयर |
| FAMILY WEALTH PARTNERS, LLC | $21518653 | 71531 | 0.15% | शेयर |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $21136617 | 70261 | 0.14% | शेयर |
| TRILLIUM ASSET MANAGEMENT, LLC | $20215719 | 71767 | 0.14% | शेयर |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20042000 | 71153 | 0.14% | शेयर |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $19797597 | 70284 | 0.14% | शेयर |
| AVIVA PLC | $19525776 | 69319 | 0.13% | शेयर |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $18590880 | 66000 | 0.13% | शेयर |
| Focus Partners Advisor Solutions, LLC | $18152569 | 64443 | 0.12% | शेयर |
| Mawer Investment Management Ltd. | $18095968 | 64243 | 0.12% | शेयर |
| ROYAL LONDON ASSET MANAGEMENT LTD | $17945832 | 63710 | 0.12% | शेयर |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $17221915 | 61140 | 0.12% | शेयर |
| Hiddenite Capital Partners LP | $16900800 | 60000 | 0.12% | शेयर |
| Foster Victor Wealth Advisors, LLC | $16853795 | 52447 | 0.12% | शेयर |
कंपनी के अंदरूनी सूत्र 64 इनसाइडर्स · 15 अधिकारी · 9 निदेशक
| अंदरूनी | भूमिका | अंतिम गतिविधि | शेयरों का स्वामित्व | खरीद 12m | बिक्री 12m | नेट 12m |
|---|---|---|---|---|---|---|
| Becky S Shulman | MD & Deputy CFO | 28 सितमबर 2011 P | — | 0 | 0 | $0 |
| William E Dwyer III | President, Nat'l Sales | 22 फ़रवरी 2013 A | 772977 | 0 | 0 | $0 |
| Esther M Stearns | President & COO | 22 फ़रवरी 2012 M | 616926 | 0 | 0 | $0 |
| Matthew Enyedi | Group Managing Director | 31 जुलाई 2026 S | 13121 | 0 | 5 | $-352718 |
| Aneri Jambusaria | Group Managing Director | 17 जून 2026 S | 6415 | 0 | 2 | $-123148 |
| Marc Eliot Cohen | Group Managing Director | 12 जून 2026 F | 4356 | 0 | 0 | $0 |
| Greg Gates | Group Managing Director | 12 जून 2026 F | 20532 | 0 | 18 | $-507310 |
| John J. Mcdermott | MD, Chief Risk Ofc. | 22 फ़रवरी 2013 A | 1780 | 0 | 0 | $0 |
| Stephanie L Brown | MD & General Counsel | 22 फ़रवरी 2013 A | 545788 | 0 | 0 | $0 |
| Christopher Feeney | MD, Chief Information Officer | 6 दिसमबर 2012 M | 0 | 0 | 0 | $0 |
| Jonathan Eaton | MD, Custom Clearing Services | 30 अप्रैल 2012 S | 199109 | 0 | 0 | $0 |
| Denise M. Abood | MD, Human Capital | 22 दिसमबर 2010 P | 39134 | 0 | 0 | $0 |
| Steven M. Black | Mng Dir., Chief Risk Officer | 31 दिसमबर 2008 J | — | 0 | 0 | $0 |
| Bill Maher | Managing Director | 28 दिसमबर 2008 M | 100 | 0 | 0 | $0 |
| Joseph P Tuorto | Mng Dir, Head of Compliance | 5 फ़रवरी 2008 A | — | 0 | 0 | $0 |
| James S Putnam | निदेशक | 3 अगस्त 2026 G | 135290 | 0 | 0 | $0 |
| Corey E. Thomas | निदेशक | 4 जून 2026 A | 14908 | 0 | 0 | $0 |
| Allison Mnookin | निदेशक | 4 जून 2026 A | 11761 | 0 | 0 | $0 |
| William Francis Glavin Jr | निदेशक | 4 जून 2026 A | 24064 | 0 | 0 | $0 |
| Richard P Schifter | निदेशक | 4 जून 2026 A | 39178 | 0 | 0 | $0 |
| Edward C Bernard | निदेशक | 4 जून 2026 A | 16259 | 0 | 0 | $0 |
| Paulett Eberhart | निदेशक | 4 जून 2026 A | 17760 | 0 | 0 | $0 |
| Jeffrey A Goldstein | निदेशक | 22 फ़रवरी 2013 A | 1582 | 0 | 0 | $0 |
| Erik D. Ragatz | निदेशक | 1 दिसमबर 2011 A | 3180 | 0 | 0 | $0 |
| Katharine Reeping | — | 9 सितमबर 2025 F | 1972 | 0 | 0 | $0 |
| Emily Field | — | 5 सितमबर 2025 A | 817 | 0 | 0 | $0 |
| Albert J Ko | — | 23 मई 2025 A | 2566 | 0 | 0 | $0 |
| Anne M Mulcahy | — | 23 मई 2025 A | 36371 | 0 | 0 | $0 |
| Matthew J Audette | — | 26 फ़रवरी 2025 S | 16538 | 0 | 0 | $0 |
| Sara Dadyar | — | 25 फ़रवरी 2025 A | 1797 | 0 | 0 | $0 |
| Althea Brown | — | 25 फ़रवरी 2025 A | 6711 | 0 | 0 | $0 |
| Richard Steinmeier | — | 25 फ़रवरी 2025 A | 31439 | 0 | 0 | $0 |
| Dan H. Arnold | — | 14 जून 2024 M | 142608 | 0 | 0 | $0 |
| Kabir Sethi | — | 26 फ़रवरी 2024 S | 10245 | 0 | 0 | $0 |
| Sallie R. Larsen | — | 10 नवमबर 2023 M | 25196 | 0 | 0 | $0 |
| Michelle Oroschakoff | — | 27 फ़रवरी 2023 S | 23852 | 0 | 0 | $0 |
| Brent Simonich | — | 25 फ़रवरी 2023 A | 6773 | 0 | 0 | $0 |
| Dayton Semerjian | — | 25 फ़रवरी 2023 F | 19118 | 0 | 0 | $0 |
| Edward Fandrey | — | 28 फ़रवरी 2022 S | 15289 | 0 | 0 | $0 |
| George Burton White | — | 25 फ़रवरी 2022 F | 49578 | 0 | 0 | $0 |
| Scott Seese | — | 14 जून 2021 M | 24179 | 0 | 0 | $0 |
| John Andrew Kalbaugh | — | 26 फ़रवरी 2021 S | 27523 | 0 | 0 | $0 |
| James S Riepe | — | 31 मार्च 2020 A | 95258 | 0 | 0 | $0 |
| Tracy Calder | — | 25 नवमबर 2019 M | 8089 | 0 | 0 | $0 |
| Thomas Gooley | — | 14 मार्च 2019 M | 17293 | 0 | 0 | $0 |
| Viet D Dinh | — | 23 अगस्त 2018 A | 17364 | 0 | 0 | $0 |
| William P. Morrissey Jr. | — | 13 मार्च 2018 F | 18091 | 0 | 0 | $0 |
| Marco W. Hellman | — | 6 मार्च 2018 S | 492390 | 0 | 0 | $0 |
| John Joseph Brennan | — | 24 मार्च 2017 A | 45883 | 0 | 0 | $0 |
| David P. Bergers | — | 13 मार्च 2017 A | 43382 | 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 |
|---|---|---|---|---|---|
| MARCATO CAPITAL MANAGEMENT LP, RICHARD T. MCGUIRE III, MARCATO, L.P., MARCATO II, L.P., MARCATO INTERNATIONAL MASTER FUND, LTD. ×3 फाइलिंग | 14 जनवरी 2016 | — | प्रारंभिक फाइलिंग | — | 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 126 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 |
|---|---|---|---|---|
| KBWR · Invesco Exchange-Traded Fund Trust … | 3.86% | 7208 NS | 31 मई 2026 | N-PORT |
| KMID · Virtus ETF Trust II | 2.94% | 3870 NS | 30 अप्रैल 2026 | N-PORT |
| GRW · TCW ETF Trust | 2.72% | 5836 NS | 30 अप्रैल 2026 | N-PORT |
| AMID · EA Series Trust | 2.61% | 10010 NS | 29 मई 2026 | N-PORT |
| IAI · iShares Trust | 2.57% | 97058 SH | 8 अगस्त 2026 | दैनिक |
| EQRR · ProShares Trust | 1.60% | 3630 NS | 31 मई 2026 | N-PORT |
| SOVF · Elevation Series Trust | 1.10% | 3090 NS | 30 अप्रैल 2026 | N-PORT |
| ABCS · EA Series Trust | 1.00% | 415 NS | 29 मई 2026 | N-PORT |
| MFSV · MFS Active Exchange Traded Funds Tr… | 0.87% | 15145 NS | 31 मई 2026 | N-PORT |
| FFND · Northern Lights Fund Trust II | 0.72% | 2702 NS | 31 मई 2026 | N-PORT |
| LCLG · Advisors Series Trust | 0.71% | 2149 NS | 30 अप्रैल 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0.71% | 71972 NS | 31 मई 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.56% | 12671 NS | 31 मई 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0.53% | 665 NS | 31 मई 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0.49% | 612719 SH | 8 अगस्त 2026 | दैनिक |
| IYF · iShares Trust | 0.43% | 52810 SH | 8 अगस्त 2026 | दैनिक |
| IYG · iShares Trust | 0.39% | 24033 SH | 8 अगस्त 2026 | दैनिक |
| IMCG · iShares Trust | 0.37% | 41861 SH | 8 अगस्त 2026 | दैनिक |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.34% | 8945000 | 8 अगस्त 2026 | दैनिक |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.33% | 10592 NS | 30 अप्रैल 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.32% | 20991 NS | 30 अप्रैल 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.30% | 10344000 | 8 अगस्त 2026 | दैनिक |
| IWP · iShares Trust | 0.29% | 164604 SH | 8 अगस्त 2026 | दैनिक |
| AVLV · AMERICAN CENTURY ETF TRUST | 0.28% | 131984 NS | 31 मई 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.26% | 3918 NS | 31 मई 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0.26% | 130637 SH | 8 अगस्त 2026 | दैनिक |
| VXF · VANGUARD INDEX FUNDS | 0.25% | 917868 SH | 8 अगस्त 2026 | दैनिक |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0.24% | 2216 NS | 31 मई 2026 | N-PORT |
| SIZE · iShares Trust | 0.23% | 2797 SH | 8 अगस्त 2026 | दैनिक |
| DFVE · DoubleLine ETF Trust | 0.23% | 208 NS | 31 मार्च 2026 | N-PORT |
| GARP · iShares Trust | 0.22% | 17617 SH | 8 अगस्त 2026 | दैनिक |
| EUSA · iShares, Inc. | 0.22% | 11842 SH | 8 अगस्त 2026 | दैनिक |
| WINN · Harbor ETF Trust | 0.22% | 7242 NS | 30 अप्रैल 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.22% | 1733256 SH | 8 अगस्त 2026 | दैनिक |
| IWR · iShares Trust | 0.21% | 325942 SH | 8 अगस्त 2026 | दैनिक |
| IMCB · iShares Trust | 0.19% | 8841 SH | 8 अगस्त 2026 | दैनिक |
| FTA · First Trust Exchange-Traded AlphaDE… | 0.19% | 7304 NS | 30 अप्रैल 2026 | N-PORT |
| IWS · iShares Trust | 0.18% | 77911 SH | 8 अगस्त 2026 | दैनिक |
| AOTG · EA Series Trust | 0.17% | 660 NS | 29 मई 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.17% | 10468 NS | 30 अप्रैल 2026 | N-PORT |
| DFVX · Dimensional ETF Trust | 0.17% | 2408 NS | 30 अप्रैल 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0.16% | 10638 NS | 31 मई 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.11% | 5148000 | 8 अगस्त 2026 | दैनिक |
| USXF · iShares Trust | 0.11% | 4678 SH | 8 अगस्त 2026 | दैनिक |
| DFAC · Dimensional ETF Trust | 0.11% | 147511 NS | 30 अप्रैल 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0.11% | 1069 NS | 29 मई 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.11% | 1271 NS | 30 अप्रैल 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0.10% | 34476 NS | 30 अप्रैल 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.10% | 4482 NS | 31 मई 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.10% | 110000 | 8 अगस्त 2026 | दैनिक |