lencana Anda Rentang 52M $35–$44 14% of range Peringkat Analis BUY 15 analysts Target Harga $39 +9% upside P/E · ROE · Margin Laba Bersih ·

AB Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

03
Harga $36.19
Rentang 52M $35–$44

AB Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

04
rentang
batang

Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.

Pemecahan saham 2
Tanggal ex-dividen Pemecahan Tipe
3 April 1998 2-for-1 Maju
16 Maret 1993 2-for-1 Maju

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

06
Valuasi & Rasio 07–12

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Belum ada data untuk grup rasio ini

Data fundamental belum cukup untuk menghitung grup rasio ini.

nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

13
Pembayaran Tahunan≈$3.28Dibayar triwulanan
CAGR Dividen 5T≈4.5%Per saham, disesuaikan pemecahan saham
Rentetan Pertumbuhan≈2Tahun berturut-turut pertumbuhan dividen
Tanggal ex-dividenJumlahMata UangImbal Hasil
Agu 12, 2026$0,82USD≈9.5%
Mei 8, 2026$0,83USD≈8.7%
Feb 20, 2026$0,96USD≈8.5%
Nov 3, 2025$0,86USD≈8.8%
Agu 4, 2025$0,76USD≈8.4%
Mei 5, 2025$0,80USD≈8.2%
Feb 18, 2025$1,05USD≈9.0%
Nov 4, 2024$0,77USD≈8.3%
Agu 5, 2024$0,71USD≈9.0%
Mei 3, 2024$0,73USD≈8.3%
Feb 16, 2024$0,77USD≈8.2%
Nov 3, 2023$0,65USD≈9.2%
Agu 4, 2023$0,61USD≈8.3%
Mei 5, 2023$0,66USD≈8.0%
Feb 17, 2023$0,70USD≈10.5%
Nov 4, 2022$0,64USD≈9.7%
Agu 5, 2022$0,71USD≈8.6%
Mei 6, 2022$0,90USD≈10.0%
Feb 18, 2022$1,29USD≈8.7%
Nov 5, 2021$0,89USD≈6.3%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

14
Kejutan Rata-rata -2.2%
Laporan Berikutnya Okt 21, 2026
PeriodeLaporanEPS AktualEPS EstimasiKejutan
30 Juni 2026 Jul 22, 2026 $0.82 $0.86 -4.1%
31 Maret 2026 $0.83 $0.86 -3.5%
31 Des. 2025 $0.96 $0.95 1.0%
30 Sep. 2025 $0.86 $0.88 -1.9%
30 Juni 2025 $0.76 $0.79 -4.1%
31 Maret 2025 $0.80 $0.81 -0.66%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

15
Laporan Laba Rugi 2
Metrik Tren 202520242023202220212020201920182017201620152014
Income Tax $33M$39M$36M$31M$30M$29M$28M$28M$25M$23M$24M$22M
Net Income $300M$423M$264M$274M$386M$279M$239M$242M$207M$217M$186M$178M
Neraca 5
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents ·······$0$0$0$0$0
Total Assets $1.24B$2.03B$2.08B$2.07B$1.62B$1.61B$1.55B$1.49B$1.54B$1.54B$1.58B$1.63B
Total Liabilities $2M$3M$1M$2M$2M$2M$2M$644.0K$1M$619.0K$274.0K$382.0K
AOCI $-18M$-41M$-42M$-51M$-33M$-34M$-41M$-39M$-33M$-42M$-35M$-29M
Liabilities + Equity $1.24B$2.03B$2.08B$2.07B$1.62B$1.61B$1.55B$1.49B$1.54B$1.54B$1.58B$1.63B
Arus Kas 5
Metrik Tren 202520242023202220212020201920182017201620152014
Operating Cash Flow $352M$340M$294M$363M$355M$270M$223M$279M$202M$170M$193M$181M
Investing Cash Flow ·$0$0$-2M$-3M$-147.0K$-12M$-17M$-20M$-6M··
Financing Cash Flow $-352M$-340M$-294M$-361M$-352M$-270M$-211M$-263M$-182M$-163M··
Net Change in Cash $0$0$0$0$0$0$0$0$0$0$0$0
Taxes Paid $34M$37M$36M·········
Profitabilitas 1
Metrik Tren 202520242023202220212020201920182017201620152014
ROA 18.3%20.6%12.7%14.8%23.9%17.7%15.7%16.0%13.5%13.9%11.7%11.4%
Tingkat Pertumbuhan 3
Metrik Tren 202520242023202220212020201920182017201620152014
Net Income YoY -29.2%60.3%-3.6%-28.9%38.1%·······
Net Income CAGR 3Y 3.0%3.1%-1.8%·········
Net Income CAGR 5Y 1.4%···········
Valuasi (TTM) 1
Metrik Tren 202520242023202220212020201920182017201620152014
Net Income TTM $300M$423M$264M$274M$386M$279M$239M$242M$207M$217M$186M$178M

Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

16
Metrik 2025-12-312024-12-312023-12-312022-12-312021-12-31
Laba Bersih $300M $423M $264M $274M $386M

Pemilik institusional (13F) 315 pengaju · $456.9M total · Per tanggal 30 Juni 2026

17

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Pemegang 315
Nilai yang dipegang $456.9M
Posisi baru 34
Posisi yang keluar 20
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
34 (+1 vs Kuartal sebelumnya) 20 (-4 vs Kuartal sebelumnya) 94 (-12 vs Kuartal sebelumnya) 72 (+11 vs Kuartal sebelumnya) +219K

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
MORGAN STANLEY $35.315.637 1.002.715 7,73% Saham
AMERICAN CENTURY COMPANIES INC $33.278.814 944.884 7,28% Saham
BANK OF AMERICA CORP /DE/ $25.658.422 728.519 5,62% Saham
WELLS FARGO & COMPANY/MN $19.930.597 565.889 4,36% Saham
LPL Financial LLC $19.465.053 552.670 4,26% Saham
UBS Group AG $16.274.492 462.081 3,56% Saham
PEAK6 LLC $14.088.000 400.000 3,08% Opsi jual
Cresset Asset Management, LLC $13.319.605 378.183 2,92% Saham
Pathstone Holdings, LLC $13.309.532 377.897 2,91% Saham
CHURCHILL MANAGEMENT Corp $12.855.092 314.844 2,81% Saham
Invesco Ltd. $11.885.412 337.462 2,60% Saham
STIFEL FINANCIAL CORP $9.536.802 270.777 2,09% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9.234.684 262.200 2,02% Opsi beli
HORIZON KINETICS ASSET MANAGEMENT LLC $8.752.029 248.496 1,92% Saham
Crestwood Advisors Group, LLC $7.559.374 214.633 1,65% Saham
RAYMOND JAMES FINANCIAL INC $7.325.583 207.995 1,60% Saham
Four Tree Island Advisory LLC $7.310.651 207.571 1,60% Saham
D.A. DAVIDSON & CO. $5.636.328 160.032 1,23% Saham
OSAIC HOLDINGS, INC. $5.570.239 158.141 1,22% Saham
Cetera Investment Advisers $5.203.288 147.737 1,14% Saham
Moody Aldrich Partners LLC $4.837.150 137.341 1,06% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4.668.053 125.620 1,02% Saham
HUB Investment Partners, LLC $4.447.807 126.286 0,97% Saham
ROYAL BANK OF CANADA $3.914.000 111.136 0,86% Saham
Jump Financial, LLC $3.708.948 105.308 0,81% Saham
JANE STREET GROUP, LLC $3.385.945 96.137 0,74% Saham
CHELSEA COUNSEL CO $3.352.240 95.180 0,73% Saham
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $2.869.690 81.479 0,63% Saham
Phase 2 Partners, LLC $2.809.308 75.743 0,61% Saham
Williams Jones Wealth Management, LLC. $2.785.902 79.100 0,61% Saham
B. Riley Wealth Advisors, Inc. $2.652.760 75.577 0,58% Saham
GOLDMAN SACHS GROUP INC $2.646.079 75.130 0,58% Saham
NATIXIS $2.645.022 75.100 0,58% Saham
NEUBERGER BERMAN GROUP LLC $2.474.592 70.261 0,54% Saham
Lido Advisors, LLC $2.339.834 66.434 0,51% Saham
Disciplined Equity Management, Inc. $2.264.048 64.283 0,50% Saham
CITADEL ADVISORS LLC $2.247.036 63.800 0,49% Opsi beli
COMMONWEALTH EQUITY SERVICES, LLC $2.154.202 61.164 0,47% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.148.420 61.000 0,47% Opsi jual
JPMORGAN CHASE & CO $2.120.953 60.426 0,46% Saham
GABELLI FUNDS LLC $2.113.200 60.000 0,46% Saham
Focus Partners Wealth $2.013.581 57.171 0,44% Saham
Corient Private Wealth LP $1.972.990 56.019 0,43% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1.907.727 54.166 0,42% Saham
PEAK6 LLC $1.901.563 53.991 0,42% Saham
Northeast Financial Consultants Inc $1.894.880 46.409 0,41% Saham
Aristides Capital LLC $1.857.714 52.746 0,41% Saham
Kestra Advisory Services, LLC $1.849.063 52.500 0,40% Saham
SHARPEPOINT LLC $1.845.000 52.385 0,40% Saham
Moors & Cabot, Inc. $1.821.085 51.706 0,40% Saham
Caption Management, LLC $1.761.000 50.000 0,39% Opsi beli
Parrish Capital LLC $1.712.960 48.636 0,37% Saham
Rockefeller Capital Management L.P. $1.697.200 48.188 0,37% Saham
Knott David M Jr $1.690.560 48.000 0,37% Saham
CITADEL ADVISORS LLC $1.620.120 46.000 0,35% Opsi jual
Mariner, LLC $1.600.356 45.439 0,35% Saham
CACTI ASSET MANAGEMENT LLC $1.579.617 44.850 0,35% Saham
DAVENPORT & Co LLC $1.568.065 44.522 0,34% Saham
JANE STREET GROUP, LLC $1.444.020 41.000 0,32% Opsi jual
AMERIPRISE FINANCIAL INC $1.411.422 40.074 0,31% Saham
BANK OF MONTREAL /CAN/ $1.375.694 39.060 0,30% Saham
MidFirst Bank $1.364.775 38.750 0,30% Saham
M&T Bank Corp $1.363.225 38.706 0,30% Saham
HighTower Advisors, LLC $1.350.295 38.339 0,30% Saham
&PARTNERS $1.307.845 37.134 0,29% Saham
MGO ONE SEVEN LLC $1.273.469 36.158 0,28% Saham
CITADEL ADVISORS LLC $1.271.407 36.099 0,28% Saham
ALLIANCEBERNSTEIN L.P. $1.244.131 33.230 0,27% Saham
KINGSWOOD WEALTH ADVISORS, LLC $1.236.574 35.110 0,27% Saham
Equitable Holdings, Inc. $1.202.741 34.149 0,26% Saham
CHILTON CAPITAL MANAGEMENT LLC $1.108.585 31.476 0,24% Saham
Clare Market Investments LLC $1.100.625 31.250 0,24% Saham
RBF Capital, LLC $1.056.600 30.000 0,23% Saham
GAMCO INVESTORS, INC. ET AL $1.028.354 29.198 0,23% Saham
Apollon Wealth Management, LLC $1.024.268 29.082 0,22% Saham
Nicholas Wealth, LLC. $999.853 28.389 0,22% Saham
Belpointe Asset Management LLC $997.783 28.330 0,22% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $989.842 28.105 0,22% Saham
Blue Fin Capital, Inc. $941.008 26.718 0,21% Saham
Lifetime Wealth Management P.C. $917.481 26.050 0,20% Saham
XTX Topco Ltd $877.260 24.908 0,19% Saham
MISSION WEALTH MANAGEMENT, LP $847.464 24.062 0,19% Saham
JANE STREET GROUP, LLC $841.758 23.900 0,18% Opsi beli
OneDigital Investment Advisors LLC $813.101 23.086 0,18% Saham
PFG Investments, LLC $800.496 22.728 0,18% Saham
IMC-Chicago, LLC $795.479 22.586 0,17% Saham
Ameritas Advisory Services, LLC $761.931 21.633 0,17% Saham
Sequoia Financial Advisors, LLC $714.724 20.293 0,16% Saham
Kovack Advisors, Inc. $704.852 19.975 0,15% Saham
Jefferies Financial Group Inc. $704.400 20.000 0,15% Saham
OAK ASSOCIATES LTD /OH/ $694.257 19.712 0,15% Saham
Private Portfolio Partners LLC $680.927 18.359 0,15% Saham
ZAZOVE ASSOCIATES LLC $679.746 19.300 0,15% Saham
VIRTUS ADVISERS, LLC $657.240 18.661 0,14% Saham
US BANCORP \DE\ $655.726 18.618 0,14% Saham
TRUIST FINANCIAL CORP $644.243 18.292 0,14% Saham
H D Vest Advisory Services $638.751 15.644 0,14% Saham
BALDWIN WEALTH PARTNERS LLC/MA $617.231 17.525 0,14% Saham
JBR Co Financial Management Inc $609.588 17.308 0,13% Saham
OPPENHEIMER & CO INC $605.784 17.200 0,13% Saham
Mutual Advisors, LLC $599.496 17.021 0,13% Saham
Concurrent Investment Advisors, LLC $597.722 16.971 0,13% Saham
Formidable Asset Management, LLC $595.596 15.908 0,13% Saham
JONES FINANCIAL COMPANIES LLLP $556.086 15.507 0,12% Saham
10Elms LLP $547.781 15.553 0,12% Saham
EP Wealth Advisors, LLC $546.164 15.507 0,12% Saham
RESOURCES MANAGEMENT CORP /CT/ /ADV $545.030 15.475 0,12% Saham
Wealth Preservation Advisors, LLC $530.448 15.061 0,12% Saham
Northside Capital Management, LLC $510.120 13.625 0,11% Saham
TRITONPOINT WEALTH, LLC $509.493 14.466 0,11% Saham
TritonPoint Partners, LLC $509.493 14.466 0,11% Saham
Pekin Hardy Strauss, Inc. $504.251 14.317 0,11% Saham
CAPTRUST FINANCIAL ADVISORS $501.192 14.230 0,11% Saham
HIGHLAND CAPITAL MANAGEMENT, LLC $494.982 14.054 0,11% Saham
SEGALL BRYANT & HAMILL, LLC $493.080 14.000 0,11% Saham
Shulman DeMeo Asset Management LLC $480.147 13.633 0,11% Saham
MERCER GLOBAL ADVISORS INC /ADV $477.489 13.557 0,10% Saham
F/m Investments LLC $474.237 13.465 0,10% Saham
Private Advisor Group, LLC $465.232 13.209 0,10% Saham
MML INVESTORS SERVICES, LLC $463.793 13.168 0,10% Saham
Stratos Wealth Partners, LTD. $461.255 13.096 0,10% Saham
RHODES INVESTMENT ADVISORS INC /ADV $454.338 12.900 0,10% Saham
Canton Hathaway, LLC $450.816 12.800 0,10% Saham
REDMONT WEALTH ADVISORS LLC $437.633 11.373 0,10% Saham
Ausdal Financial Partners, Inc. $436.966 12.407 0,10% Saham
NewEdge Advisors, LLC $433.124 12.297 0,09% Saham
Integrated Wealth Concepts LLC $419.814 11.920 0,09% Saham
J.W. COLE ADVISORS, INC. $419.208 11.903 0,09% Saham
Western Wealth Management, LLC $416.662 11.830 0,09% Saham
MAI Capital Management $413.518 11.741 0,09% Saham
Wedmont Private Capital $410.395 11.044 0,09% Saham
World Investment Advisors $408.339 11.037 0,09% Saham
Creative Planning $400.997 11.385 0,09% Saham
Integrated Advisors Network LLC $400.064 11.359 0,09% Saham
Herold Advisors, Inc. $399.000 11.337 0,09% Saham
INTEGRITY ALLIANCE, LLC. $396.225 11.250 0,09% Saham
Sanctuary Advisors, LLC $388.794 11.039 0,09% Saham
Capital Investment Advisors, LLC $388.758 11.038 0,09% Saham
Nadler Financial Group, Inc. $381.644 10.836 0,08% Saham
Cerity Partners LLC $375.802 10.670 0,08% Saham
Brookwood Investment Group LLC $374.424 10.631 0,08% Saham
Mallini Complete Financial Planning LLC $364.796 10.357 0,08% Saham
FRANKLIN RESOURCES INC $363.647 10.325 0,08% Saham
Fund Advisors of America Inc/FL $356.722 10.128 0,08% Saham
SITTNER & NELSON, LLC $355.722 10.100 0,08% Saham
Cadent Capital Advisors, LLC $355.018 10.080 0,08% Saham
Alessandra Capital Management, LLC $354.842 10.075 0,08% Saham
SIG BROKERAGE, LP $352.200 10.000 0,08% Opsi beli
NORTHLAND SECURITIES, INC. $352.200 10.000 0,08% Saham
BLUEFIN CAPITAL MANAGEMENT, LLC $352.200 10.000 0,08% Saham
DEBUSSY CAPITAL MANAGEMENT LP $338.772 9.048 0,07% Saham
KW WEALTH MANAGEMENT LLC $334.293 8.687 0,07% Saham
Hudson Portfolio Management LLC $332.829 9.450 0,07% Saham
NICOLET ADVISORY SERVICES, LLC $330.748 8.598 0,07% Saham
HB Wealth Management, LLC $329.682 9.360 0,07% Saham
Fortis Capital Advisors, LLC $319.974 9.085 0,07% Saham
Prospera Financial Services Inc $317.728 9.021 0,07% Saham
Chevy Chase Trust Holdings, LLC $316.980 9.000 0,07% Saham
Keystone Financial Group $312.648 8.877 0,07% Saham
Summit Trail Advisors, LLC $308.339 8.755 0,07% Saham
MOODY NATIONAL BANK TRUST DIVISION $304.019 8.632 0,07% Saham
Sonora Investment Management Group, LLC $302.970 7.927 0,07% Saham
Jaffetilchin Investment Partners, LLC $301.452 8.052 0,07% Saham
JEPPSON WEALTH MANAGEMENT, LLC $301.232 8.553 0,07% Saham
NICOLET BANKSHARES INC $298.233 8.098 0,07% Saham
Argent Trust Co $296.623 8.422 0,06% Saham
Stirlingshire Investments, Inc. $295.883 8.401 0,06% Saham
JOHNSON INVESTMENT COUNSEL INC $294.052 8.349 0,06% Saham
Advisory Services Network, LLC $293.305 8.328 0,06% Saham
One Capital Management, LLC $293.151 7.829 0,06% Saham
CARY STREET PARTNERS FINANCIAL LLC $287.544 8.164 0,06% Saham
MACKENZIE FINANCIAL CORP $286.339 8.130 0,06% Saham
Aptus Capital Advisors, LLC $284.120 8.067 0,06% Saham
Second Line Capital, LLC $284.115 8.067 0,06% Saham
Krilogy Financial LLC $281.126 7.982 0,06% Saham
Advisory Advocates, LLC $279.999 7.950 0,06% Saham
Haverford Trust Co $278.449 7.906 0,06% Saham
Curi Capital, LLC $266.792 7.575 0,06% Saham
Van Cleef Asset Management,Inc $265.031 7.525 0,06% Saham
FSM Wealth Advisors, LLC $264.942 7.522 0,06% Saham
ZEVIN ASSET MANAGEMENT LLC $264.115 7.499 0,06% Saham
State of Tennessee, Department of Treasury $261.016 7.411 0,06% Saham
Sheaff Brock Investment Advisors, LLC $255.911 6.680 0,06% Saham
CPC Advisors, LLC $248.336 7.051 0,05% Saham
Freestone Capital Holdings, LLC $247.438 7.025 0,05% Saham
DAVIDSON TRUST CO $246.540 7.000 0,05% Saham
Essex Financial Services, Inc. $246.364 6.995 0,05% Saham
Coastal Bridge Advisors, LLC $242.631 6.889 0,05% Saham
Lewis Asset Management, LLC $239.496 6.800 0,05% Saham
Arax Advisory Partners $238.765 6.779 0,05% Saham
Farther Finance Advisors, LLC $235.767 6.694 0,05% Saham
NORTHERN TRUST CORP $232.487 6.601 0,05% Saham
Allworth Financial LP $231.219 6.565 0,05% Saham
Payne Capital Management, LLC $229.036 6.503 0,05% Saham
Merrion Investment Management Co, LLC $228.930 6.500 0,05% Saham
FLAGSHIP HARBOR ADVISORS, LLC $226.324 6.426 0,05% Saham
IHT Wealth Management, LLC $225.861 6.413 0,05% Saham
Glenview Trust Co $218.504 6.204 0,05% Saham
IEQ CAPITAL, LLC $218.364 6.200 0,05% Saham
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC $214.666 6.095 0,05% Saham
WEALTH EFFECTS LLC $213.081 6.050 0,05% Saham
Causey Wealth LLC $212.553 6.035 0,05% Saham
CHICAGO TRUST Co NA $211.320 6.000 0,05% Saham
CHAPIN DAVIS, INC. $211.320 6.000 0,05% Saham
Onyx Bridge Wealth Group LLC $207.879 5.902 0,05% Saham
TWO SIGMA SECURITIES, LLC $206.319 5.858 0,05% Saham
VISION FINANCIAL MARKETS LLC $204.010 5.700 0,04% Saham
PEDDOCK CAPITAL ADVISORS, LLC $203.572 5.780 0,04% Saham
HighPoint Advisor Group LLC $202.582 5.752 0,04% Saham
Quantum Private Wealth, LLC $200.754 5.700 0,04% Saham
Mach-1 Financial Group, LLC $200.226 5.685 0,04% Saham
Wilmington Savings Fund Society, FSB $181.383 5.150 0,04% Saham
ROTHSCHILD INVESTMENT LLC $176.100 5.000 0,04% Saham
BEACON INVESTMENT ADVISORY SERVICES, INC. $171.170 4.860 0,04% Saham
CITIGROUP INC $151.657 4.306 0,03% Saham
State of Wyoming $123.340 3.502 0,03% Saham
CALDWELL SUTTER CAPITAL, INC. $122.601 3.481 0,03% Saham
PROEQUITIES, INC. $114.933 2.847 0,03% Saham
Anchor Investment Management, LLC $112.320 3.000 0,02% Saham
CWM, LLC $107.153 2.862 0,02% Saham
IFG Advisory, LLC $102.455 2.909 0,02% Saham
Golden State Wealth Management, LLC $101.117 2.871 0,02% Saham
Twin Lakes Capital Management, LLC $96.991 2.754 0,02% Saham
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $91.572 2.600 0,02% Saham
GABLES CAPITAL MANAGEMENT INC. $91.572 2.600 0,02% Saham
Geneos Wealth Management Inc. $89.767 2.549 0,02% Saham
North Star Investment Management Corp. $89.472 2.540 0,02% Saham
Steward Partners Investment Advisory, LLC $78.940 2.241 0,02% Saham
Hilton Head Capital Partners, LLC $77.484 2.200 0,02% Saham
PNC Financial Services Group, Inc. $74.983 2.129 0,02% Saham
ZB,N.A. $74.180 2.000 0,02% Saham
CENTRAL TRUST Co $70.440 2.000 0,02% Saham
Costello Asset Management, INC $66.918 1.900 0,01% Saham
AMERIFLEX GROUP, INC. $59.874 1.700 0,01% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $56.160 1.500 0,01% Saham
NFSG Corp $53.020 1.505 0,01% Saham
Larson Financial Group LLC $52.830 1.500 0,01% Saham
BNP PARIBAS FINANCIAL MARKETS $51.456 1.461 0,01% Saham
Glass Jacobson Investment Advisors llc $49.342 1.401 0,01% Saham
Heritage Wealth Advisors $47.547 1.350 0,01% Saham
GHP Investment Advisors, Inc. $46.034 1.230 0,01% Saham
UMB Bank, n.a. $45.786 1.300 0,01% Saham
EverSource Wealth Advisors, LLC $44.883 1.274 0,01% Saham
Parallel Advisors, LLC $44.738 1.270 0,01% Saham
LANARK FINANCIAL, INC. $44.447 1.261 0,01% Saham
LRI Investments, LLC $42.155 1.197 0,01% Saham
HARBOUR INVESTMENTS, INC. $37.572 1.067 0,01% Saham
Truvestments Capital LLC $35.996 1.022 0,01% Saham
Mountain Hill Investment Partners Corp. $35.220 1.000 0,01% Saham
HM PAYSON & CO $35.220 1.000 0,01% Saham
OSTERWEIS CAPITAL MANAGEMENT INC $35.150 998 0,01% Saham
Axiom Investment Management LLC $34.692 985 0,01% Saham
BOKF, NA $28.176 800 0,01% Saham
Ascentis Independent Advisors $28.103 798 0,01% Saham
Russell Investments Group, Ltd. $27.789 789 0,01% Saham
GoalVest Advisory LLC $27.577 783 0,01% Saham
Gunpowder Capital Management, LLC dba Oliver Wealth Management $27.278 774 0,01% Saham
Kozak & Associates, Inc. $25.924 721 0,01% Saham
Continuum Advisory, LLC $24.443 694 0,01% Saham
FSA Wealth Management LLC $23.074 604 0,01% Saham
MOTCO $21.132 600 0,00% Saham
THOMPSON INVESTMENT MANAGEMENT, INC. $21.132 600 0,00% Saham
CoreFirst Bank & Trust $21.132 600 0,00% Saham
CoreCap Advisors, LLC $19.935 566 0,00% Saham
FINANCIAL CONSULATE, INC $19.924 566 0,00% Saham
Vermillion Wealth Management, Inc. $19.450 552 0,00% Saham
Tower Research Capital LLC (TRC) $19.125 543 0,00% Saham
Grove Bank & Trust $17.610 500 0,00% Saham
TRUST CO OF TOLEDO NA /OH/ $17.610 500 0,00% Saham
Clearstead Advisors, LLC $15.638 444 0,00% Saham
Cape Investment Advisory, Inc. $15.075 428 0,00% Saham
ALBION FINANCIAL GROUP /UT $14.088 400 0,00% Saham
WHITTIER TRUST CO $13.959 379 0,00% Saham
Iron Horse Wealth Management, LLC $11.677 286 0,00% Saham
Community Financial Services Group, LLC $10.968 305 0,00% Saham
DELTA ASSET MANAGEMENT LLC/TN $10.918 310 0,00% Saham
Bank of New Hampshire $10.566 300 0,00% Saham
SHP Wealth Management $10.566 300 0,00% Saham
BOK Financial Private Wealth, Inc. $10.566 300 0,00% Saham
ARMSTRONG ADVISORY GROUP, INC $10.390 295 0,00% Saham
Janney Montgomery Scott LLC $9.074 257.639 0,00% Saham
Fourth Dimension Wealth, LLC $8.453 240 0,00% Saham
TD Capital Management LLC $7.954 226 0,00% Saham
Horizon Investments, LLC $7.542 219 0,00% Saham
HRT FINANCIAL LP $7.426 210.857 0,00% Saham
Hurley Capital, LLC $7.128 202 0,00% Saham
SALEM INVESTMENT COUNSELORS INC $7.044 200 0,00% Saham
Atlantic Union Bankshares Corp $7.044 200 0,00% Saham
PFS Partners, LLC $6.692 190 0,00% Saham
ASSETMARK, INC $6.269 178 0,00% Saham
Institute for Wealth Management, LLC. $5.812 165 0,00% Saham
Abound Wealth Management $5.616 150 0,00% Saham
Glen Eagle Advisors, LLC $5.283 150 0,00% Saham
BARCLAYS PLC $5.072 144 0,00% Saham
NATIONAL BANK OF CANADA /FI/ $3.873 110 0,00% Saham
Chung Wu Investment Group, LLC $3.522 100 0,00% Saham
IFP Advisors, Inc $3.522 100 0,00% Saham
Parkside Financial Bank & Trust $2.924 83 0,00% Saham
Luminist Capital LLC $2.043 58 0,00% Saham
Cambridge Investment Research Advisors, Inc. $1.958 55.590 0,00% Saham
SIT INVESTMENT ASSOCIATES INC $1.416 40.200 0,00% Saham
Virtu Financial LLC $800 22.721 0,00% Saham
FIRST HORIZON CORP $704 20 0,00% Saham
DHJJ Financial Advisors, Ltd. $564 16 0,00% Saham
SWAN Capital LLC $562 15 0,00% Saham
GSA CAPITAL PARTNERS LLP $400 11.343 0,00% Saham
Frazier Financial Advisors, LLC $353 10 0,00% Saham
Financial Management Professionals, Inc. $352 10 0,00% Saham
WEDBUSH SECURITIES INC $228 6.480 0,00% Saham
Old North State Trust, LLC $213 6.035 0,00% Saham
Orion Capital Management LLC $70 2 0,00% Saham
CONTRAVISORY INVESTMENT MANAGEMENT, INC. $70 2 0,00% Saham
Motiv8 Investments LLC $36 939 0,00% Saham
HUNTINGTON NATIONAL BANK $35 1 0,00% Saham
Avion Wealth $22 636 0,00% Saham

Aktivis & pemilik 5%+ 12 saham

18

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×8 pengajuan 14 Juli 2025 0,00% Amandemen · SEC
AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., AXA Equitable Financial Services, LLC, Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., MONY Life Insurance Company of America ×4 pengajuan 25 Maret 2019 · Pengajuan awal Struktur modal SEC
AXA, AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., AXA Financial, Inc., AXA Equitable Financial Services, LLC, AXA Equitable Life Insurance Company, ACMC, LLC, MONY Life Insurance Company of America, AXA-IM HOLDING U.S. INC. ×9 pengajuan 25 April 2018 · Pengajuan awal · SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 1 April 2009 · Pengajuan awal Investasi pasif SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 8 Jan. 2009 · Pengajuan awal · SEC
SCB Inc., SCB Partners Inc. ×4 pengajuan 8 Jan. 2009 · Pengajuan awal · SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 19 Des. 2008 · Pengajuan awal · SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 7 Maret 2007 · Pengajuan awal · SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 23 Des. 2004 · Pengajuan awal · SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 9 Maret 2004 · Pengajuan awal · SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 27 Nov. 2002 · Pengajuan awal · SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 25 Nov. 2002 · Pengajuan awal · 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.

Orang dalam perusahaan 80 orang dalam · 17 pejabat · 19 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Seth P Bernstein CEO 30 April 2026 S 212.046 0 2 $-2.249.247
Robert P Van Brugge Chairman and CEO, SCB LLC 1 Des. 2017 F 107.396 0 0 $0
Jacqueline Marks Chief Financial Officer 11 Des. 2024 A 26.835 0 0 $0
William R Siemers SVP, Interim CFO 28 Feb. 2024 F 13.416 0 0 $0
Kate C Burke Former COO & CFO 10 Agu 2023 S 110.205 0 0 $0
Ali Dibadj CFO and Head of Strategy 10 Des. 2021 A 46.456 0 0 $0
John C Weisenseel Chief Financial Officer 29 Jan. 2021 F 231.846 0 0 $0
John D Carifa President and COO of GP 19 Agu 2003 A 1.268.568 0 0 $0
Karl Sprules Chief Operating Officer 10 Des. 2025 A 94.270 0 0 $0
Alexis Luckey Chief Accounting Officer 10 Des. 2025 A 7.903 0 0 $0
Thomas Simeone Chief Accounting Officer 10 Des. 2025 A 28.069 0 0 $0
Onur Erzan Head, Gl. Cl. Grp. & Pr. Wlth. 10 Des. 2025 A 275.663 0 0 $0
Christopher Hogbin Global Head of Investments 6 Mei 2025 G 0 0 0 $0
Catherine R. Spencer Chief People Officer 11 Des. 2024 A 32.716 0 0 $0
Lori A Massad Senior Vice President 11 Des. 2015 A 53.088 0 0 $0
Kathleen A Corbet EVP of General Partner 30 Maret 2004 M 155.906 0 0 $0
Michael J Laughlin EVP of General Partner 19 Agu 2003 A 612.384 0 0 $0
Charles G.T. Stonehill Direktur 4 Agu 2026 S 24.573 0 1 $-185.850
Bruce M Holley Direktur 20 Mei 2026 A 13.642 0 0 $0
Todd Walthall Direktur 20 Mei 2026 A 25.277 0 0 $0
Das Narayandas Direktur 20 Mei 2026 A 49.318 0 0 $0
Daniel G Kaye Direktur 20 Mei 2026 A 48.527 0 0 $0
Joan M Lammtennant Direktur 20 Mei 2026 A 24.875 0 0 $0
Nella Domenici Direktur 24 Mei 2023 A 22.865 0 0 $0
Kristi Ann Matus Direktur 19 Mei 2022 A 20.254 0 0 $0
Bertram L Scott Direktur 20 Mei 2021 A 8.060 0 0 $0
Ramon De Oliveira Direktur 20 Mei 2021 A 30.283 0 0 $0
Paul Audet Direktur 20 Mei 2021 A 26.249 0 0 $0
Shelley Leibowitz Direktur 14 Mei 2019 A 21.955 0 0 $0
Barbara Fallon-Walsh Direktur 14 Mei 2019 A 19.189 0 0 $0
Robert B. Zoellick Direktur 15 Mei 2018 A 47.100 0 0 $0
Heidi S Messer Direktur 19 Mei 2016 A 10.407 0 0 $0
Joshua Weinreich Direktur 19 Mei 2016 A 16.870 0 0 $0
Frank Savage Direktur 25 Feb. 2004 S 55.000 0 0 $0
Equitable Holdings, Inc. Pemilik 10% 10 Juli 2025 J 0 0 0 $0
Mark R Manley · 10 Des. 2025 A 26.298 0 0 $0
Alpha Units Holdings, Inc. · 19 Des. 2024 J 0 0 0 $0
Laurence E Cranch · 10 Des. 2021 A 226.196 0 0 $0
James A Gingrich · 5 Juni 2020 S 67.090 0 0 $0
AXA EQUITABLE FINANCIAL SERVICES LLC · 31 Des. 2018 J 0 0 0 $0
AXA EQUITABLE LIFE INSURANCE CO · 31 Des. 2018 J 0 0 0 $0
ACMC, LLC · 31 Des. 2018 J 0 0 0 $0
Edward J Farrell · 12 Des. 2017 A 22.499 0 0 $0
Weston M Hicks · 18 Sep. 2017 S 0 0 0 $0
Lorie A Slutsky · 2 Juni 2017 S 10.407 0 0 $0
Steven G Elliott · 30 Mei 2017 S 0 0 0 $0
Deborah S Hechinger · 24 Mei 2017 S 0 0 0 $0
Scott A Schoen · 22 Mei 2017 S 0 0 0 $0
Christopher M Condron · 19 Mei 2016 A 61.959 0 0 $0
A W Pete Smith Jr · 11 Des. 2013 S 12.988 0 0 $0
Peter J Tobin · 20 Mei 2013 A 16.042 0 0 $0
Peter S Kraus · 19 Des. 2012 F 3.266.463 0 0 $0
David A Steyn · 20 Jan. 2012 A 231.219 0 0 $0
John B Howard · 10 Des. 2010 A 163.243 0 0 $0
Nick Lane · 20 Agu 2010 P 100 0 0 $0
Douglas J Peebles · 7 Des. 2009 A 166.769 0 0 $0
Seth J Masters · 7 Des. 2009 A 118.947 0 0 $0
Sharon E Fay · 7 Des. 2009 A 212.514 0 0 $0
Robert H Joseph JR · 7 Des. 2009 A 80.018 0 0 $0
Lisa A Shalett · 7 Des. 2009 A 129.365 0 0 $0
Thomas S Hexner · 9 Sep. 2009 S 34.037 0 0 $0
Jeffrey S Phlegar · 30 Jan. 2009 F 39.935 0 0 $0
James G Reilly · 30 Jan. 2009 F 77.058 0 0 $0
Robert M Keith · 23 Jan. 2009 A · 0 0 $0
Lawrence H Cohen · 23 Jan. 2009 A 15.815 0 0 $0
Gerald M Lieberman · 23 Jan. 2009 A 135.746 0 0 $0
Mark R Gordon · 19 Des. 2008 J 16.320.000 0 0 $0
Marc O Mayer · 19 Des. 2008 J 1.895 0 0 $0
Marilyn G Fedak · 19 Des. 2008 J · 0 0 $0
Lewis A Sanders · 19 Des. 2008 J 264.095 0 0 $0
RISSMAN PAUL C · 31 Jan. 2008 M 245.282 0 0 $0
Christopher M Toub · 25 Jan. 2008 A 268.317 0 0 $0
Stanley B Tulin · 21 Des. 2005 G 0 0 0 $0
Benjamin D Holloway · 2 Juni 2005 M 21.161 0 0 $0
Edwin W Jarmain · 19 Mei 2005 A 2.661 0 0 $0
John L Blundin · 22 Des. 2004 S 175.109 0 0 $0
Bruce W Calvert · 15 Des. 2004 G 437.545 0 0 $0
Roger Hertog · 7 Des. 2004 J · 0 0 $0
Dave H Williams · 17 Nov. 2004 S 317.517 0 0 $0
Alfred Harrison · 25 Juni 2004 J 189.325 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 3 ETF

20

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
KBWD · Invesco Exchange-Traded Fund Trust … 2,31% 250.025 11 Sep. 2026 Harian
NANC · Tidal Trust I 0,40% 31.735 NS 30 Juni 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,12% 60.249 11 Sep. 2026 Harian

AB Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

21
peringkat · 15 analis BELI
Target median $39.00 +7,8%
3 20,0% Beli Kuat
6 40,0% Beli
6 40,0% Tahan
0 0,0% Jual
0 0,0% Jual Kuat

Target Harga 12 Bulan

7 analis · 2026-09-09

Target rata-rata $39.29 +8,6%

Sekarang Harga saat ini $36.19
Rendah$36.00 Rata-rata$39.29 Tinggi$43.00

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

22

Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
AB · · · · · ·
OTF $6.75B 7.9 · · 9.0% ·
FHI · 10.2 10.3% 22.4% 34.9% ·
CNS $3.20B 21.1 7.5% 27.6% 28.5% ·
FSK $4.15B 370.2 · · 0.18% ·
GBDC $3.64B 9.6 · · 9.4% ·
HTGC · · · · · ·
AAMI · 21.3 11.5% 14.2% · ·
APAM $3.29B 10.1 7.6% 24.3% 70.2% ·
DBRG · 33.3 -84.5% 151.0% 7.0% ·

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

23
California Berlakukan Undang-Undang Baru Perlindungan Anak di Media Sosial dan Chatbot AI ZeroHedge · 20 jam, 18 menit lalu 3 Ultra-High-Yield Stocks Wall Street Forgot to Mention for August Yahoo Finance · 1 bulan lalu Sinch Umumkan CEO Laurinda Pang Mengundurkan Diri; Tunjuk Jonas Dahlberg Sebagai CEO Sementara Nasdaq · 3 bulan lalu Assa Abloy Swedia Beli Sentinel Dock & Door Kanada dengan Syarat Tidak Dikenal Nasdaq · 3 bulan, 1 minggu lalu Dewan Nilörngruppen Rekomendasikan Menerima Penawaran SEK 878 Mln dari Trimco Nasdaq · 4 bulan, 1 minggu lalu Pendapatan Kuartal I Boliden Naik Nasdaq · 4 bulan, 2 minggu lalu Baker Hughes Akan Menjual Waygate Technologies Kepada Hexagon Nasdaq · 5 bulan lalu

Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap

26

Pilih metrik yang penting bagi Anda — klik + di sebelah baris mana pun di Fundamental Lengkap di atas.

Pilihan Anda disimpan dan mengikuti Anda di semua ticker.

Sumber: SEC 10-Q diajukan Jul 31, 2026