SMBK SmartFinancial, Inc. Common Stock
$52.04
मूल्य · अग 19, 2026
मौलिकता इस प्रकार है अग 10, 2026
52W रेंज
$33–$54
90% of range
विश्लेषक रेटिंग
HOLD
12 analysts
मूल्य लक्ष्य
$51
P/E (TTM)
17.5
ROE
9.7%
शुद्ध लाभ मार्जिन
25.1%
SMBK स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा
मूल्य
$52.04
मार्केट कैप
$886M
P/E (TTM)
17.5
EPS (TTM)
$2.98
राजस्व (TTM)
—
लाभांश प्रतिफल
0.62%
ROE
9.7%
D/E ऋण/इक्विटी
—
52W रेंज
$33 – $54
SMBK 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
—
EPS
$2.98
2016-12-31
→
2025-12-31
फ्री कैश फ्लो
$59M
2016-12-31
→
2025-12-31
मार्जिन
25.1%
मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?
मेट्रिक
5Y रुझान
SMBK
सहकर्मी माध्यिका
P/E (TTM)
17.5
12.1
P/S (TTM)
4.4
1.9
P/B
1.6
1.1
Price / FCF (मूल्य / FCF)
14.9
—
लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC
मेट्रिक
5Y रुझान
SMBK
सहकर्मी माध्यिका
Net Profit Margin (शुद्ध लाभ मार्जिन)
25.1%
26.0%
ROA
0.90%
0.96%
ROE
9.7%
9.9%
वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती
मेट्रिक
5Y रुझान
SMBK
सहकर्मी माध्यिका
विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR
मेट्रिक
5Y रुझान
SMBK
सहकर्मी माध्यिका
Revenue YoY (राजस्व YoY)
16.9%
—
Revenue CAGR 3Y (राजस्व CAGR 3Y)
6.7%
—
Revenue CAGR 5Y (राजस्व CAGR 5Y)
11.5%
—
EPS YoY
39.2%
—
Net Income YoY (शुद्ध आय YoY)
39.3%
—
पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर
मेट्रिक
5Y रुझान
SMBK
सहकर्मी माध्यिका
Payout Ratio (भुगतान अनुपात)
10.8%
—
लाभांश यील्ड, भुगतान अनुपात, लाभांश इतिहास, 5Y CAGR
लाभांश यील्ड
0.62%
भुगतान अनुपात
10.8%
5Y लाभांश CAGR
—
| एक्स-डेट | राशि |
|---|---|
| 31 जुलाई 2026 | $0.0900 |
| 15 मई 2026 | $0.0900 |
| 13 फ़रवरी 2026 | $0.0800 |
| 17 नवमबर 2025 | $0.0800 |
| 8 अगस्त 2025 | $0.0800 |
| 2 मई 2025 | $0.0800 |
| 31 जनवरी 2025 | $0.0800 |
| 12 नवमबर 2024 | $0.0800 |
| 9 अगस्त 2024 | $0.0800 |
| 9 मई 2024 | $0.0800 |
| 1 फ़रवरी 2024 | $0.0800 |
| 10 नवमबर 2023 | $0.0800 |
| 10 अगस्त 2023 | $0.0800 |
| 11 मई 2023 | $0.0800 |
| 9 फ़रवरी 2023 | $0.0800 |
| 10 नवमबर 2022 | $0.0700 |
| 11 अगस्त 2022 | $0.0700 |
| 12 मई 2022 | $0.0700 |
| 10 फ़रवरी 2022 | $0.0700 |
| 10 नवमबर 2021 | $0.0600 |
SMBK विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड
खरीदें
12 विश्लेषक
- मजबूत खरीद 3 25.0%
- खरीदें 4 33.3%
- होल्ड 5 41.7%
- बेचें 0 0.0%
- मजबूत बिक्री 0 0.0%
12-महीने का मूल्य लक्ष्य
6 विश्लेषक · 2026-08-13
मध्यिका
$50.62
अभी
$52.04
निम्न
$46.00
उच्च
$58.00
मध्यिका लक्ष्य
$50.62
-2.7%
माध्य लक्ष्य
$51.38
-1.3%
Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि
औसत आश्चर्य
0.05%
| Period | EPS Actual | EPS अनुमान | आश्चर्य |
|---|---|---|---|
| 30 जून 2026 | $0.96 | $0.92 | 0.04% |
| 31 मार्च 2026 | $0.81 | $0.80 | 0.01% |
| 31 दिसमबर 2025 | $0.81 | $0.80 | 0.01% |
| 30 सितमबर 2025 | $0.86 | $0.75 | 0.11% |
| 30 जून 2025 | $0.69 | $0.65 | 0.04% |
| 31 मार्च 2025 | $0.67 | $0.56 | 0.11% |
सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी
| टिकर | मार्केट कैप | P/E | राजस्व YoY | शुद्ध मार्जिन | ROE | सकल मार्जिन |
|---|---|---|---|---|---|---|
| SMBK | $630M | 12.4 | 16.9% | 25.1% | 9.7% | — |
| HAFC | $808M | 10.8 | 15.3% | 28.2% | 9.8% | — |
| FMNB | — | 9.2 | 3.9% | — | — | — |
| FCBC | $618M | 12.7 | 0.99% | 29.1% | 9.7% | — |
| NBBK | $907M | 14.8 | 23.0% | 23.5% | 6.3% | — |
| CCBG | $727M | 11.8 | 8.1% | 24.2% | 11.4% | — |
| GSBC | $681M | 9.9 | 4.4% | 30.9% | 11.5% | — |
| EGBN | $650M | -4.7 | -3.1% | -46.1% | -11.9% | — |
| SPFI | $632M | 11.3 | 8.6% | 27.6% | 12.3% | — |
| ORRF | $691M | 8.5 | 36.0% | 217.7% | 14.2% | — |
पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह
आय विवरण 10
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $88M | $21M | $12M | $17M | $25M | $16M | $6M | $4M | $3M | $2M | |
| Interest Income | $286M | $251M | $218M | $159M | $125M | $118M | $108M | $92M | $52M | $43M | $28M | $21M | |
| Pretax Income | $62M | $45M | $36M | $55M | $44M | $31M | $33M | $21M | $11M | $9M | $3M | $3M | |
| Income Tax | $11M | $9M | $8M | $12M | $10M | $7M | $7M | $3M | $6M | $3M | $2M | $1M | |
| Net Income | $50M | $36M | $29M | $43M | $35M | $24M | $27M | $18M | $5M | $6M | $2M | $2M | |
| EPS (Basic) | $3.00 | $2.16 | $1.70 | $2.57 | $2.23 | $1.63 | $1.90 | $1.46 | $0.56 | $0.82 | $0.35 | $0.58 | |
| EPS (Diluted) | $2.98 | $2.14 | $1.69 | $2.55 | $2.22 | $1.62 | $1.89 | $1.45 | $0.55 | $0.78 | $0.32 | $0.52 | |
| Shares (Basic) | 16,779,019 | 16,768,956 | 16,805,068 | 16,740,450 | 15,572,537 | 14,955,423 | 13,953,497 | 12,423,618 | 8,639,212 | 5,838,574 | 3,985,202 | 2,963,589 | |
| Shares (Diluted) | 16,896,519 | 16,875,456 | 16,911,185 | 16,871,369 | 15,699,215 | 15,019,175 | 14,046,366 | 12,517,640 | 8,793,527 | 6,118,943 | 4,281,509 | 3,293,487 | |
| EBITDA | $5M | $5M | $5M | $5M | $4M | $4M | · | · | · | · | · | · |
बैलेंस शीट 16
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $464M | $388M | $352M | $266M | $1.05B | $482M | $184M | $116M | $113M | $69M | $80M | $47M | |
| PP&E (Net) | $88M | $91M | $93M | $93M | $86M | $73M | $59M | $56M | $43M | $31M | $25M | $16M | |
| PP&E (Gross) | $124M | $122M | $120M | $117M | $107M | $89M | $73M | $67M | $51M | $37M | $30M | $20M | |
| Accum. Depreciation | $36M | $31M | $27M | $25M | $21M | $17M | $13M | $11M | $8M | $6M | $5M | $4M | |
| Goodwill | $90M | $96M | $96M | $96M | $92M | $74M | $66M | $66M | · | · | $4M | $0 | |
| Intangibles | $5M | $9M | $11M | $14M | $14M | $12M | $12M | $13M | $8M | $2M | $3M | · | |
| Total Assets | $5.86B | $5.28B | $4.83B | $4.64B | $4.61B | $3.30B | $2.45B | $2.27B | $1.72B | $1.06B | $1.02B | $534M | |
| Total Liabilities | $5.31B | $4.78B | $4.37B | $4.21B | $4.18B | $2.95B | $2.14B | $1.99B | $1.51B | $957M | $924M | $478M | |
| Long-term Debt | $3M | $8M | $13M | $42M | $88M | $81M | $32M | · | · | · | · | · | |
| Common Stock | $17M | $17M | $17M | $17M | $17M | $15M | $14M | $14M | $11M | $6M | $6M | $3M | |
| Paid-in Capital | $296M | $294M | $296M | $294M | $293M | $253M | $233M | $232M | $174M | $83M | $83M | $43M | |
| Retained Earnings | $249M | $204M | $173M | $157M | $118M | $87M | $66M | $40M | $22M | $17M | $12M | $11M | |
| AOCI | $-9M | $-24M | $-26M | $-35M | $1M | $2M | $168.0K | $-3M | $-1M | $-1M | $-352.1K | $-303.2K | |
| Stockholders' Equity | $552M | $491M | $460M | $432M | $429M | $357M | $313M | $283M | $206M | $105M | $100M | $56M | |
| Liabilities + Equity | $5.86B | $5.28B | $4.83B | $4.64B | $4.61B | $3.30B | $2.45B | $2.27B | $1.72B | $1.06B | $1.02B | $534M | |
| Shares Outstanding | 17,029,317 | 16,925,672 | 16,988,879 | 16,900,805 | 16,802,990 | 15,107,214 | 14,008,233 | 13,933,504 | 11,152,561 | 5,896,033 | 5,806,477 | 2,965,783 |
नकदी प्रवाह 19
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5M | $5M | $5M | $5M | $4M | $4M | $3M | $3M | $-2M | $2M | $1M | $2M | |
| Stock-based Comp | $2M | $2M | $1M | $1M | $693.0K | $482.0K | $517.0K | $397.0K | $154.3K | $132.6K | $140.1K | $14.6K | |
| Deferred Tax | $-470.0K | $120.0K | $1M | $-555.0K | $643.0K | $-1M | $780.0K | $2M | $2M | · | · | $540.7K | |
| Amort. of Intangibles | $2M | $2M | $3M | $3M | $2M | $2M | $1M | $976.0K | $346.4K | $305.5K | $233.0K | $163.1K | |
| Other Non-cash | $5M | $10M | $3M | $8M | $6M | $2M | · | · | · | · | · | · | |
| Operating Cash Flow | $62M | $53M | $40M | $57M | $46M | $29M | $30M | $21M | $1M | $12M | $2M | $2M | |
| CapEx | $2M | $6M | $6M | $12M | $2M | $5M | $6M | $4M | $3M | $7M | $1M | $3M | |
| Investing Cash Flow | $-499M | $-420M | $-135M | $-841M | $-265M | $-259M | $-95M | $-95M | $-51M | · | · | · | |
| Debt Issued | $2M | $160M | $26M | $31M | $8M | $340M | $154M | · | · | · | · | · | |
| Net Debt Issued | $2M | $-6M | $-4M | $-45M | $7M | $50M | · | · | · | · | · | · | |
| Stock Issued | $153.0K | $68.0K | $165.0K | $397.0K | $200.0K | $339.0K | $438.0K | $2M | $38M | $804.0K | $4M | $34.7K | |
| Stock Repurchased | · | $3M | · | · | $1M | $4M | · | · | · | · | · | · | |
| Net Stock Activity | $153.0K | $-3M | $108.0K | $191.0K | $-1M | $-4M | · | · | $38M | $804.0K | $4M | $191.0K | |
| Dividends Paid | $5M | $5M | $5M | $5M | $4M | $3M | $700.0K | $0 | · | · | · | · | |
| Financing Cash Flow | $514M | $403M | $181M | $5M | $782M | $528M | $133M | $77M | $94M | · | · | · | |
| Net Change in Cash | $77M | $35M | $86M | $-779M | $563M | $298M | $68M | $3M | $44M | $-11M | $33M | $-33M | |
| Taxes Paid | $12M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $59M | $46M | $33M | $44M | $44M | $24M | · | · | $4M | $5M | $1M | $3M | |
| Levered FCF | · | · | $-36M | $28M | $35M | $10M | · | · | $1M | $2M | $-61.6K | $2M |
लाभप्रदता 5
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 25.1% | 21.1% | 18.8% | 26.0% | 25.3% | 20.9% | · | · | 9.8% | 13.7% | 5.5% | 9.5% | |
| Pretax Margin | 30.7% | 26.5% | 23.8% | 33.2% | 32.3% | 26.6% | · | · | 22.3% | 21.6% | 11.6% | 15.4% | |
| EBITDA Margin | 2.5% | 3.0% | 3.4% | 2.8% | 3.1% | 3.2% | · | · | · | · | · | · | |
| ROA | 0.90% | 0.72% | 0.60% | 0.93% | 0.88% | 0.85% | · | · | 0.36% | 0.56% | 0.19% | 0.39% | |
| ROE | 9.7% | 7.5% | 6.3% | 10.2% | 8.2% | 6.9% | · | · | 2.9% | 5.7% | 1.9% | 3.5% |
दक्षता 1
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | 0.0 | 0.0 | 0.0 | 0.0 |
विकास दरें 10
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.9% | 12.5% | -7.8% | 20.3% | 18.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.7% | 7.7% | 9.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 39.2% | 26.6% | -33.7% | 14.9% | 37.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.3% | -1.2% | 1.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 39.3% | 26.4% | -33.5% | 23.7% | 43.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.4% | 1.3% | 5.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · |
मूल्यांकन (TTM) 13
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $200M | $172M | $152M | $165M | $137M | $116M | $99M | $83M | $51M | $42M | $27M | $20M | |
| Net Income TTM | $50M | $36M | $29M | $43M | $35M | $24M | $27M | $18M | $5M | $6M | $2M | $2M | |
| Market Cap | $630M | $524M | $416M | $465M | $460M | $274M | · | · | $242M | $109M | $93M | $88M | |
| P/E | 12.4 | 14.5 | 14.5 | 10.8 | 12.3 | 11.2 | 12.5 | 12.6 | 39.5 | 23.8 | 50.3 | 25.5 | |
| P/S | 3.1 | 3.1 | 2.7 | 2.8 | 3.3 | 2.4 | · | · | 4.7 | 2.6 | 3.4 | 4.4 | |
| P/B | 1.1 | 1.1 | 0.9 | 1.1 | 1.1 | 0.8 | · | · | 1.2 | 1.0 | 0.9 | 2.2 | |
| P / Tangible Book | 1.4 | 1.4 | 1.2 | 1.4 | 1.4 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 10.2 | 9.9 | 10.5 | 8.2 | 10.0 | 9.4 | · | · | 36.4 | 9.4 | 39.9 | 24.8 | |
| P / FCF | 10.6 | 11.3 | 12.4 | 10.5 | 10.5 | 11.6 | · | · | 63.0 | 23.8 | 74.2 | 26.5 | |
| Dividend Yield | 0.87% | 1.0% | 1.3% | 1.0% | 0.81% | 1.1% | · | · | · | · | · | · | |
| Earnings Yield | 8.1% | 6.9% | 6.9% | 9.3% | 8.1% | 8.9% | 8.0% | 7.9% | 2.5% | 4.2% | 2.0% | 3.9% | |
| Payout Ratio | 10.8% | 15.0% | 19.0% | 11.0% | 10.7% | 12.3% | · | · | · | · | · | · | |
| Annual Payout | $5M | $5M | $5M | $5M | $4M | $3M | $700.0K | $0 | · | · | · | · |
आय विवरण 9
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $28M | · | $24M | $21M | $17M | · | $6M | |
| Interest Income | $78M | $74M | $76M | $75M | $69M | $66M | $66M | $64M | $61M | $60M | $57M | $55M | $52M | $53M | $47M | $42M | |
| Pretax Income | $21M | $17M | $17M | $17M | $14M | $14M | $12M | $11M | $10M | $12M | $8M | $2M | $11M | $15M | $17M | $15M | |
| Income Tax | $4M | $3M | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $3M | $2M | $319.0K | $2M | $3M | $4M | $3M | |
| Net Income | $16M | $14M | $14M | $14M | $12M | $11M | $10M | $9M | $8M | $9M | $6M | $2M | $9M | $12M | $13M | $12M | |
| EPS (Basic) | $0.97 | $0.81 | $0.81 | $0.82 | $0.70 | $0.67 | $0.57 | $0.55 | $0.48 | $0.56 | $0.36 | $0.12 | $0.53 | $0.69 | $0.78 | $0.69 | |
| EPS (Diluted) | $0.96 | $0.81 | $0.81 | $0.81 | $0.69 | $0.67 | $0.57 | $0.54 | $0.48 | $0.55 | $0.37 | $0.12 | $0.52 | $0.68 | $0.77 | $0.68 | |
| Shares (Basic) | 16,824,053 | 16,821,486 | -33,548,740 | 16,781,236 | 16,778,988 | 16,767,535 | -33,578,256 | 16,726,658 | 16,770,819 | 16,849,735 | -33,600,275 | 16,807,548 | 16,806,389 | 16,791,406 | -33,462,106 | 16,749,255 | |
| Shares (Diluted) | 16,961,750 | 16,935,530 | -33,763,234 | 16,908,920 | 16,878,736 | 16,872,097 | -33,740,200 | 16,839,998 | 16,850,250 | 16,925,408 | -33,802,035 | 16,918,635 | 16,898,091 | 16,896,494 | -33,726,715 | 16,872,022 |
बैलेंस शीट 16
| 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 | $379M | $346M | $464M | $557M | $365M | $423M | $388M | $193M | $343M | $478M | · | $400M | $239M | $307M | · | $543M | |
| PP&E (Net) | $93M | $93M | $88M | $89M | $90M | $91M | $91M | $91M | $91M | $93M | · | $92M | $92M | $92M | · | $92M | |
| PP&E (Gross) | · | · | $124M | · | · | · | $122M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $36M | · | · | · | $31M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $90M | $90M | $90M | $90M | $96M | $96M | $96M | $96M | $96M | $96M | $96M | $96M | $96M | $96M | · | $96M | |
| Intangibles | $4M | $4M | $5M | $5M | $7M | $8M | $9M | $9M | $10M | $10M | · | $12M | $12M | $13M | · | $14M | |
| Total Assets | $6.12B | $5.91B | $5.86B | $5.78B | $5.49B | $5.41B | $5.28B | $4.91B | $4.89B | $4.95B | · | $4.80B | $4.75B | $4.77B | · | $4.80B | |
| Total Liabilities | $5.54B | $5.35B | $5.31B | $5.25B | $4.97B | $4.91B | $4.78B | $4.42B | $4.42B | $4.49B | · | $4.35B | $4.30B | $4.33B | · | $4.38B | |
| Long-term Debt | $603.0K | $3M | · | $1M | $7M | $8M | · | $9M | $13M | $10M | · | $14M | $16M | $16M | · | $18M | |
| Common Stock | $17M | $17M | $17M | $17M | $17M | $17M | $17M | $17M | $17M | $17M | · | $17M | $17M | $17M | · | $17M | |
| Paid-in Capital | $297M | $296M | $296M | $296M | $295M | $295M | $294M | $294M | $294M | $296M | · | $296M | $295M | $295M | · | $294M | |
| Retained Earnings | $276M | $261M | $249M | $236M | $224M | $214M | $204M | $196M | $188M | $181M | · | $168M | $168M | $160M | · | $145M | |
| AOCI | $-13M | $-12M | $-9M | $-11M | $-17M | $-20M | $-24M | $-17M | $-26M | $-27M | · | $-34M | $-35M | $-29M | · | $-41M | |
| Stockholders' Equity | $577M | $562M | $552M | $538M | $519M | $506M | $491M | $489M | $472M | $467M | · | $447M | $445M | $443M | · | $415M | |
| Liabilities + Equity | $6.12B | $5.91B | $5.86B | $5.78B | $5.49B | $5.41B | $5.28B | $4.91B | $4.89B | $4.95B | · | $4.80B | $4.75B | $4.77B | · | $4.80B | |
| Shares Outstanding | 17,098,473 | 17,098,473 | 17,029,317 | 17,028,001 | 17,017,547 | 17,017,547 | 16,925,672 | 16,926,374 | 16,925,902 | 17,056,704 | · | 16,994,543 | 17,004,092 | 17,004,092 | · | 16,887,555 |
नकदी प्रवाह 17
| 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 | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $557.0K | $714.0K | $227.0K | $478.0K | $473.0K | $761.0K | $363.0K | $372.0K | $376.0K | $518.0K | $173.0K | $272.0K | $366.0K | $538.0K | $309.0K | $281.0K | |
| Deferred Tax | $-684.0K | $565.0K | $-324.0K | $-212.0K | $-922.0K | $988.0K | $-508.0K | $-665.0K | $-146.0K | $1M | $-492.0K | $62.0K | $-2M | $3M | $-55.0K | $-828.0K | |
| Amort. of Intangibles | $454.0K | $457.0K | $479.0K | $536.0K | $566.0K | $569.0K | $601.0K | $604.0K | $608.0K | $612.0K | $643.0K | $647.0K | $675.0K | $659.0K | $687.0K | $650.0K | |
| Operating Cash Flow | $24M | $16M | $17M | $17M | $14M | $14M | $17M | $12M | $17M | $7M | $12M | $7M | $10M | $11M | $15M | $13M | |
| CapEx | $1M | $6M | $354.0K | $328.0K | $778.0K | $929.0K | $1M | $1M | $1M | $3M | $2M | $957.0K | $1M | $2M | $2M | $3M | |
| Investing Cash Flow | $-176M | $-177M | $-171M | $-95M | $-133M | $-99M | $-184M | $-161M | $-73M | $-3M | $-79M | $86M | $-46M | $-97M | $-111M | $-128M | |
| Debt Issued | · | · | $2M | $0 | · | · | $5M | $151M | · | · | $275.0K | $0 | · | · | $26M | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $-2M | · | · | · | $-25M | · | · | |
| Stock Issued | · | · | $-1.0K | $91.0K | $0 | $63.0K | $0 | $25.0K | $0 | $43.0K | $0 | $0 | $0 | $165.0K | $333.0K | $-199.0K | |
| Stock Repurchased | · | · | · | · | · | · | $0 | $-1.0K | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | · | · | · | · | $63.0K | · | · | · | $43.0K | · | · | · | $165.0K | · | · | |
| Dividends Paid | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Financing Cash Flow | $185M | $42M | $62M | $270M | $61M | $120M | $362M | $-2M | $-79M | $122M | $19M | $69M | $-32M | $126M | $-181M | $3M | |
| Net Change in Cash | $33M | $-118M | $-93M | $192M | $-58M | $35M | $195M | $-150M | $-135M | $126M | $-48M | $161M | $-68M | $41M | $-277M | $-112M | |
| Free Cash Flow | · | $10M | · | · | · | $13M | · | · | · | $4M | · | · | · | $10M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-18M | · | · | · | $-4M | · | · |
लाभप्रदता 4
| 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 | 29.2% | 25.4% | · | 26.8% | 23.8% | 24.0% | · | 20.7% | 19.8% | 23.3% | · | 6.5% | 22.8% | 26.8% | · | 26.9% | |
| Pretax Margin | 36.7% | 31.1% | · | 33.2% | 29.0% | 28.9% | · | 24.3% | 25.6% | 29.9% | · | 7.5% | 28.9% | 34.6% | · | 34.4% | |
| ROA | 0.28% | 0.24% | · | 0.26% | 0.23% | 0.22% | · | 0.19% | 0.17% | 0.19% | · | 0.04% | 0.19% | 0.24% | · | 0.25% | |
| ROE | 3.0% | 2.6% | · | 2.7% | 2.4% | 2.3% | · | 1.9% | 1.7% | 2.1% | · | 0.48% | 2.0% | 2.7% | · | 2.8% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 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 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $210M | $201M | · | $191M | $181M | $172M | · | $156M | $151M | $153M | · | $156M | $165M | $163M | · | $157M | |
| Net Income TTM | $55M | $50M | · | $46M | $40M | $38M | · | $29M | $28M | $32M | · | $34M | $42M | $42M | · | $40M | |
| Market Cap | $802M | $668M | · | $608M | $575M | $529M | · | $493M | $401M | $359M | · | $363M | $366M | $393M | · | $417M | |
| P/E | 14.3 | 13.1 | · | 13.2 | 14.2 | 13.9 | · | 17.2 | 14.2 | 11.3 | · | 10.7 | 8.6 | 9.4 | · | 10.3 | |
| P/S | 3.8 | 3.3 | · | 3.2 | 3.2 | 3.1 | · | 3.2 | 2.7 | 2.3 | · | 2.3 | 2.2 | 2.4 | · | 2.7 | |
| P/B | 1.4 | 1.2 | · | 1.1 | 1.1 | 1.0 | · | 1.0 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 1.0 | |
| P / Tangible Book | 1.7 | 1.4 | · | 1.4 | 1.4 | 1.3 | · | 1.3 | 1.1 | 1.0 | · | 1.1 | 1.1 | 1.2 | · | 1.4 | |
| P / Cash Flow | · | 40.8 | · | · | · | 37.0 | · | · | · | 50.8 | · | · | · | 34.7 | · | · | |
| P / FCF | · | 65.8 | · | · | · | 39.6 | · | · | · | 86.3 | · | · | · | 40.2 | · | · | |
| Earnings Yield | 7.0% | 7.6% | · | 7.6% | 7.0% | 7.2% | · | 5.8% | 7.1% | 8.9% | · | 9.4% | 11.6% | 10.6% | · | 9.7% | |
| Payout Ratio | · | 10.0% | · | · | · | 12.1% | · | · | · | 14.5% | · | · | · | 11.8% | · | · |
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 | |
|---|---|---|---|---|---|
| शुद्ध आय | $50M | $36M | $29M | $43M | $35M |
| तनुकरणित EPS | $2.98 | $2.14 | $1.69 | $2.55 | $2.22 |
नकदी प्रवाह
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| फ्री कैश फ्लो | $59M | $46M | $33M | $44M | $44M |
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) 196 फाइलर्स · $404.7M 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 |
|---|---|---|---|---|
| 30 (+5 पिछली तिमाही की तुलना में) | 14 (+3 पिछली तिमाही की तुलना में) | 77 (+28 पिछली तिमाही की तुलना में) | 36 (-12 पिछली तिमाही की तुलना में) | +1K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $37632749 | 802062 | 9.30% | शेयर |
| VANGUARD CAPITAL MANAGEMENT LLC | $31897107 | 679819 | 7.88% | शेयर |
| VANGUARD GROUP INC | $27669519 | 748027 | 6.84% | शेयर |
| STATE STREET CORP | $21445255 | 457060 | 5.30% | शेयर |
| AMERICAN CENTURY COMPANIES INC | $21051456 | 448667 | 5.20% | शेयर |
| Private Capital Management, LLC | $20293448 | 432512 | 5.01% | शेयर |
| GEODE CAPITAL MANAGEMENT, LLC | $15281442 | 325599 | 3.78% | शेयर |
| First Eagle Investment Management, LLC | $14983386 | 319339 | 3.70% | शेयर |
| WELLINGTON MANAGEMENT GROUP LLP | $12609797 | 268751 | 3.12% | शेयर |
| Cravens & Co Advisors, LLC | $10341168 | 220400 | 2.56% | शेयर |
| SALZHAUER MICHAEL | $9900735 | 211013 | 2.45% | शेयर |
| TWO SIGMA INVESTMENTS, LP | $8841276 | 188433 | 2.18% | शेयर |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $8461037 | 180329 | 2.09% | शेयर |
| Stieven Capital Advisors, L.P. | $6922295 | 147534 | 1.71% | शेयर |
| RENAISSANCE TECHNOLOGIES LLC | $6905733 | 147181 | 1.71% | शेयर |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6732785 | 143495 | 1.66% | शेयर |
| North Reef Capital Management LP | $6432216 | 137089 | 1.59% | शेयर |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6142485 | 130914 | 1.52% | शेयर |
| ALLIANCEBERNSTEIN L.P. | $5936018 | 151894 | 1.47% | शेयर |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5814983 | 123934 | 1.44% | शेयर |
| Foundry Partners, LLC | $5692613 | 183160 | 1.41% | शेयर |
| DEPRINCE RACE & ZOLLO INC | $4991454 | 127724 | 1.23% | शेयर |
| VANGUARD FIDUCIARY TRUST CO | $4660657 | 99332 | 1.15% | शेयर |
| BANC FUNDS CO LLC | $4580612 | 97626 | 1.13% | शेयर |
| ZACKS INVESTMENT MANAGEMENT | $4302477 | 91697 | 1.06% | शेयर |
| Empowered Funds, LLC | $4081805 | 86995 | 1.01% | शेयर |
| Connor, Clark & Lunn Investment Management Ltd. | $3910923 | 83353 | 0.97% | शेयर |
| BlackRock, Inc. | $3514918 | 74913 | 0.87% | शेयर |
| MILLENNIUM MANAGEMENT LLC | $3278535 | 69875 | 0.81% | शेयर |
| GOLDMAN SACHS GROUP INC | $3090010 | 65857 | 0.76% | शेयर |
| PANAGORA ASSET MANAGEMENT INC | $3080251 | 65649 | 0.76% | शेयर |
| MARTINGALE ASSET MANAGEMENT L P | $3064674 | 65317 | 0.76% | शेयर |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2991948 | 63767 | 0.74% | शेयर |
| Trexquant Investment LP | $2919222 | 62217 | 0.72% | शेयर |
| Elizabeth Park Capital Advisors, Ltd. | $2770251 | 59042 | 0.68% | शेयर |
| FIRST TRUST ADVISORS LP | $2290775 | 48823 | 0.57% | शेयर |
| TWO SIGMA ADVISERS, LP | $2289681 | 61900 | 0.57% | शेयर |
| REGIONS FINANCIAL CORP | $2164842 | 46139 | 0.53% | शेयर |
| BANK OF AMERICA CORP /DE/ | $2163997 | 46121 | 0.53% | शेयर |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2057160 | 43844 | 0.51% | शेयर |
| JPMORGAN CHASE & CO | $2039229 | 43259 | 0.50% | शेयर |
| Rather & Kittrell, Inc. | $1906407 | 40631 | 0.47% | शेयर |
| D. E. Shaw & Co., Inc. | $1722527 | 36712 | 0.43% | शेयर |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1639291 | 34938 | 0.41% | शेयर |
| Quantinno Capital Management LP | $1599710 | 34094 | 0.40% | शेयर |
| CALDWELL SUTTER CAPITAL, INC. | $1333983 | 28431 | 0.33% | शेयर |
| VICTORY CAPITAL MANAGEMENT INC | $1294992 | 27600 | 0.32% | शेयर |
| FRANKLIN RESOURCES INC | $1166384 | 24859 | 0.29% | शेयर |
| BNP PARIBAS FINANCIAL MARKETS | $1109001 | 23636 | 0.27% | शेयर |
| CAPTRUST FINANCIAL ADVISORS | $1092952 | 23294 | 0.27% | शेयर |
| LBMC INVESTMENT ADVISORS, LLC | $1081413 | 23048 | 0.27% | शेयर |
| HSBC HOLDINGS PLC | $1063739 | 22681 | 0.26% | शेयर |
| BAILARD, INC. | $1022856 | 21800 | 0.25% | शेयर |
| Pinnacle Financial Partners, Inc. | $1021120 | 21763 | 0.25% | शेयर |
| FMR LLC | $973684 | 20752 | 0.24% | शेयर |
| LeConte Wealth Management, LLC | $954400 | 20341 | 0.24% | शेयर |
| Brandywine Global Investment Management, LLC | $908437 | 24559 | 0.22% | शेयर |
| RHUMBLINE ADVISERS | $904091 | 19269 | 0.22% | शेयर |
| PRINCIPAL FINANCIAL GROUP INC | $886647 | 18897 | 0.22% | शेयर |
| EQUITABLE TRUST CO | $822742 | 17535 | 0.20% | शेयर |
| NewEdge Advisors, LLC | $804200 | 17140 | 0.20% | शेयर |
| PINNACLE FINANCIAL PARTNERS INC | $777592 | 21763 | 0.19% | शेयर |
| SILVER OAK SECURITIES, INCORPORATED | $751565 | 16018 | 0.19% | शेयर |
| Man Group plc | $725102 | 15454 | 0.18% | शेयर |
| Squarepoint Ops LLC | $724398 | 15439 | 0.18% | शेयर |
| STRS OHIO | $722568 | 15400 | 0.18% | शेयर |
| BARCLAYS PLC | $713513 | 15207 | 0.18% | शेयर |
| MORGAN STANLEY | $708123 | 15092 | 0.17% | शेयर |
| RAYMOND JAMES FINANCIAL INC | $693273 | 14776 | 0.17% | शेयर |
| STATE OF WISCONSIN INVESTMENT BOARD | $653033 | 13918 | 0.16% | शेयर |
| OCCUDO QUANTITATIVE STRATEGIES LP | $631402 | 13457 | 0.16% | शेयर |
| WELLS FARGO & COMPANY/MN | $624271 | 13305 | 0.15% | शेयर |
| Geneos Wealth Management Inc. | $614558 | 13098 | 0.15% | शेयर |
| Russell Investments Group, Ltd. | $603425 | 12860 | 0.15% | शेयर |
| AGP FRANKLIN, LLC | $579706 | 12355 | 0.14% | शेयर |
| CANADA PENSION PLAN INVESTMENT BOARD | $572424 | 12200 | 0.14% | शेयर |
| Evergreen Advisors, LLC | $556572 | 11862 | 0.14% | शेयर |
| KENNEDY CAPITAL MANAGEMENT LLC | $533152 | 11363 | 0.13% | शेयर |
| BROOKS, MOORE & ASSOCIATES, INC. | $532589 | 11351 | 0.13% | शेयर |
| XTX Topco Ltd | $523017 | 11147 | 0.13% | शेयर |
| Inspire Investing, LLC | $510424 | 13061 | 0.13% | शेयर |
| CITADEL ADVISORS LLC | $455734 | 9713 | 0.11% | शेयर |
| MetLife Investment Management, LLC | $439124 | 9359 | 0.11% | शेयर |
| Y-Intercept (Hong Kong) Ltd | $432884 | 9226 | 0.11% | शेयर |
| Qube Research & Technologies Ltd | $423735 | 9031 | 0.10% | शेयर |
| Stonegate Investment Group, LLC | $417684 | 11690 | 0.10% | शेयर |
| Hillsdale Investment Management Inc. | $414773 | 8840 | 0.10% | शेयर |
| Cetera Investment Advisers | $391923 | 8353 | 0.10% | शेयर |
| Sequoia Financial Advisors, LLC | $371372 | 7915 | 0.09% | शेयर |
| CAP Partners, LLC | $371137 | 7910 | 0.09% | शेयर |
| HHM Wealth Advisors, LLC | $344018 | 7332 | 0.09% | शेयर |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $337355 | 7190 | 0.08% | शेयर |
| Quadrature Capital Ltd | $336792 | 7178 | 0.08% | शेयर |
| 1492 Capital Management LLC | $323795 | 6901 | 0.08% | शेयर |
| Yorktown Management & Research Co Inc | $316710 | 6750 | 0.08% | शेयर |
| Cubist Systematic Strategies, LLC | $316210 | 8850 | 0.08% | शेयर |
| Engineers Gate Manager LP | $308264 | 6570 | 0.08% | शेयर |
| EntryPoint Capital, LLC | $308264 | 6570 | 0.08% | शेयर |
| Welch Group, LLC | $304934 | 6499 | 0.08% | शेयर |
| NEW YORK STATE COMMON RETIREMENT FUND | $301883 | 6434 | 0.07% | शेयर |
कंपनी के अंदरूनी सूत्र 33 इनसाइडर्स · 8 अधिकारी · 14 निदेशक
| अंदरूनी | भूमिका | अंतिम गतिविधि | शेयरों का स्वामित्व | खरीद 12m | बिक्री 12m | नेट 12m |
|---|---|---|---|---|---|---|
| William Young Carroll Jr. | President and CEO | 22 जनवरी 2020 A | 87600 | 0 | 0 | $0 |
| Ronald J Gorczynski | Chief Financial Officer & EVP | 14 मई 2020 P | 6500 | 0 | 0 | $0 |
| Rhett D. Jordan | EVP & CHIEF CREDIT OFFICER | 4 अगस्त 2026 S | 11372 | 0 | 2 | $-40682 |
| William Young Carroll Sr. | Vice-Chairman | 12 मार्च 2020 P | 29468 | 0 | 0 | $0 |
| William L Yoder | Chief Banking&DepOfficer&EVP | 22 जनवरी 2020 A | 43731 | 0 | 0 | $0 |
| Gregory L. Davis | Chief Lending Officer & EVP | 22 जनवरी 2020 A | 30531 | 0 | 0 | $0 |
| Gary Wayne Petty Jr | Chief Risk Officer & EVP | 22 जनवरी 2020 A | 2802 | 0 | 0 | $0 |
| Nathaniel F Hughes | EVP & Investment Officer | 30 सितमबर 2015 A | 16161 | 0 | 0 | $0 |
| Victor Lynn Barrett | निदेशक | 10 जून 2026 P | 151724 | 1 | 0 | $131340 |
| Cathy G Ackermann | निदेशक | 4 जून 2026 P | 19831 | 1 | 0 | $126360 |
| Clifton N Miller | निदेशक | 27 मई 2020 S | 92751 | 0 | 0 | $0 |
| Ottis H Phillips | निदेशक | 23 अप्रैल 2020 A | 226883 | 0 | 0 | $0 |
| Steven B. Tucker | निदेशक | 16 मार्च 2020 M | 55220 | 0 | 0 | $0 |
| David Austin Ogle | निदेशक | 16 मार्च 2020 P | 179579 | 0 | 0 | $0 |
| Monique Berke | निदेशक | 10 मार्च 2020 P | 10012 | 0 | 0 | $0 |
| Ted Charles Miller | निदेशक | 9 मार्च 2020 P | 128458 | 0 | 0 | $0 |
| James Beaumont Wicks | निदेशक | 23 जनवरी 2020 A | 41364 | 0 | 0 | $0 |
| Geoffrey Alan Wolpert | निदेशक | 23 जनवरी 2020 A | 86784 | 0 | 0 | $0 |
| Keith Edward Whaley | निदेशक | 23 जनवरी 2020 A | 79742 | 0 | 0 | $0 |
| Russell W Lloyd | निदेशक | 1 मार्च 2005 A | 26680 | 0 | 0 | $0 |
| Wesley Miller Welborn | — | 10 मार्च 2026 A | 100010 | 1 | 0 | $36014 |
| Frank S Mcdonald | — | 25 जनवरी 2018 A | 4278 | 0 | 0 | $0 |
| Doyce G Payne MD | — | 25 जनवरी 2018 A | 41051 | 0 | 0 | $0 |
| Lawrence D Levine | — | 11 मार्च 2008 S | 34689 | 0 | 0 | $0 |
| Kenneth B Driver | — | 1 मार्च 2008 A | 53672 | 0 | 0 | $0 |
| Karl Fillauer | — | 1 मार्च 2008 A | 71380 | 0 | 0 | $0 |
| Gregory B Jones | — | 1 मार्च 2008 A | 14700 | 0 | 0 | $0 |
| Billy O Wiggins | — | 1 मार्च 2008 A | 90780 | 0 | 0 | $0 |
| Marsha Yessick | — | 1 मार्च 2008 A | 13000 | 0 | 0 | $0 |
| Jerry D Lee | — | 1 मार्च 2008 A | 50500 | 0 | 0 | $0 |
| Turner Smith | — | 1 मार्च 2007 A | 40000 | 0 | 0 | $0 |
| Earl A Marler JR | — | 1 मार्च 2006 A | 30130 | 0 | 0 | $0 |
| James H Large | — | 1 नवमबर 2005 M | 37730 | 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 |
|---|---|---|---|---|---|
| Warren Barnett ×3 फाइलिंग | 17 जुलाई 2015 | — | 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 41 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 |
|---|---|---|---|---|
| SMIZ · Zacks Trust | 0.44% | 27318 NS | 31 मई 2026 | N-PORT |
| SAWS · ETF Series Solutions | 0.41% | 686 NS | 30 अप्रैल 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.10% | 263 NS | 30 अप्रैल 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0.07% | 8489 NS | 30 अप्रैल 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.06% | 358260 NS | 31 मई 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.05% | 33694 NS | 31 मई 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0.04% | 18688 NS | 30 जून 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.04% | 63287 NS | 30 अप्रैल 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.03% | 84457 NS | 30 अप्रैल 2026 | N-PORT |
| RSSL · Global X Funds | 0.02% | 6461 NS | 30 अप्रैल 2026 | N-PORT |
| ITWO · ProShares Trust | 0.02% | 715 NS | 31 मई 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 48651 NS | 30 अप्रैल 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 69279 NS | 31 मई 2026 | N-PORT |
| UWM · ProShares Trust | 0.01% | 560 NS | 31 मई 2026 | N-PORT |
| URTY · ProShares Trust | 0.01% | 565 NS | 31 मई 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 341 NS | 30 अप्रैल 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 629 NS | 31 मई 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 14 NS | 31 मई 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 18852 NS | 30 अप्रैल 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 4615 NS | 31 मई 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 901 NS | 30 अप्रैल 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 3173 NS | 30 अप्रैल 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 513 NS | 30 अप्रैल 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 3778 NS | 30 अप्रैल 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 8370 NS | 31 मई 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 1 NS | 31 मई 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 जुलाई 2026 | दैनिक |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 जुलाई 2026 | दैनिक |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 जुलाई 2026 | दैनिक |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 जुलाई 2026 | दैनिक |
| VTWG · 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 |
| IWO · iShares Trust | — | — | 18 अगस्त 2026 | दैनिक |
| IWM · iShares Trust | — | — | 18 अगस्त 2026 | दैनिक |
| IWC · iShares Trust | — | — | 18 अगस्त 2026 | दैनिक |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 20 जुलाई 2026 | दैनिक |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 जुलाई 2026 | दैनिक |
| VFH · VANGUARD WORLD FUND | — | — | 20 जुलाई 2026 | दैनिक |