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

03
Harga $35.31
Kapitalisasi Pasar (MRQ) $2.96B
P/E (TTM) 12.7
EPS (TTM) $2.77
Pendapatan (TTM) $1.92B
Imbal Hasil Dividen 5.4%
ROE (TTM) 8.3%
D/E Utang/Ekuitas (MRQ) 0.1
Rentang 52M $34–$44

AVA 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 1
Tanggal ex-dividen Pemecahan Tipe
10 Nov. 1993 2-for-1 Maju

Tentang Avista Corporation Common Stock Tinjauan perusahaan dari Wikipedia

05 · wikidata

Avista Corporation is an American energy company which generates and transmits electricity and distributes natural gas to residential, commercial, and industrial customers. Approximately 1,550 employees provide electricity, natural gas, and other energy services to 422,000 electric and 383,000 natural gas customers in three western states. The service territory covers 30,000 square miles (78,000 km2) in eastern Washington, northern Idaho, and parts of southern and eastern Oregon, with a population of 1.5 million.

Avista Utilities is the regulated business unit of Avista Corp., an investor-owned utility headquartered in Spokane, Washington. Avista Corp.'s primary, non-utility subsidiary was Ecova, an energy and sustainability management company with over 700 expense management customers, representing more than 600,000 sites. In 2014, Ecova was sold to Cofely, a subsidiary of GDF Suez.

The company was founded 137 years ago in 1889 as Washington Water Power Company. The board of directors approved a name change to Avista Corporation, effective January 1, 1999, and the company began trading under the Avista name on Monday, January 4.

At that time, the company also bought naming rights for Spokane's minor league baseball park, Avista Stadium.

History

Washington Water Power was incorporated in March 1889 with the aim of generating hydroelectric power from the Spokane River. Earlier in 1889, F. Rockwood Moore, then affiliated with the Edison Electric Illuminating Company, purchased property on both sides of the Spokane River with the intent of developing a power plant for the company. Because of skepticism as to the reliability of hydro power from Eastern investors, and high royalties from Edison Electric, local businessmen including Mr. Moore incorporated the company, sought investors for the new company to build the project.

In the 1890s through the 1930s, Washington Water Power bought up streetcar companies in the city of Spokane and had cornered the transportation market by 1900. Despite seeing a peak in 1910, ridership declined through the 1930s and Washington Water Power's final streetcar line closed in 1936. The company would never again seek to enter the public transportation market.

In 1892 Washington Water Power purchased a park called Twickenham Park on the banks of the Spokane River. The company renamed the attraction Natatorium Park and expanded it with a large swimming pool in 1895 and it became an all-purpose recreation site for the city. Washington Water Power eventually sold the park in 1929.

Washington Water Power expanded in Oregon and into California by acquiring the natural gas operations of CP National from Alltel in 1989. The California operations were sold to Southwest Gas in 2005.

In 2014, Avista acquired Alaska Electric Light & Power, the electric utility for Juneau in an all stock transaction worth $170 million.

Avista supports adoption of electric vehicles. In 2016, Avista proposed a two-year pilot program that would install 265 charging stations for electric cars in the eastern part of Washington state. The program was estimated to cost around $3.1 million. It would install fast electric vehicle charging stations in 120 homes, 100 workplaces, and 45 public areas.

In 2017, Ontario-based electrical utility Hydro One agreed to purchase Avista.

In December 2018, The Washington Utilities and Transportation Commission rejected the proposed takeover by Hydro-One, saying the Ontario government (its largest shareholder) led by recently elected premier Doug Ford, had interfered politically in Hydro One's business affairs, most glaringly ordering the removal of CEO Mayo Schmidt, who he dubbed "the Six Million Dollar Man" during the election, and vowing to fire him if elected.

Lawsuits

On September 27, 2002, Avista was sued for issuing false and misleading statements concerning its business and financial condition, including failing to disclose that Avista was engaged in highly risky energy trading activities with Enron and Portland General Electric. On December 20, 2007, Avista agreed to a $9.5 million settlement.

Restatement

On February 20, 2002, the company voluntarily adjusted the amount originally allocated to IPR&D, stating its intent to restate its third quarter 1998 consolidated financial statements accordingly.

Other media

In the movie Vision Quest, Matthew Modine's character Louden Swain can be seen running over the Monroe Street Bridge with “Washington Water Power” prominently displayed in the background on the historic Washington Water Power Post Street Electric Substation.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

sektorUtilities industriUtilities negaraUS

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

06
Pendapatan$1.96B
2016-12-31 → 2025-12-31
EPS$2.38
2016-12-31 → 2025-12-31
Arus Kas Bebas$-101M
2016-12-31 → 2025-12-31
Margin bersih11.8%
2016-12-31 → 2025-12-31
Valuasi & Rasio 07–12

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

Metrik Tren 5 Tahun AVA rata-rata 5T Median Rekan Kesimpulan
P/E (TTM) 12.7rata-rata 5T ≈17.9 ≈17.9 19.8 Kurang nilai
P/S (TTM) 1.5rata-rata 5T ≈1.8 ≈1.8 2.5 Kurang nilai
P/B (MRQ) 1.0rata-rata 5T ≈1.3 ≈1.3 1.5 Kurang nilai
EV / EBITDA 5.1rata-rata 5T ≈8.5 ≈8.5 12.2 Kurang nilai
Harga / FCF (TTM) -28.4rata-rata 5T ≈563.7 ≈563.7 · ·
Harga / Arus Kas (TTM) 5.4rata-rata 5T ≈11.3 ≈11.3 8.5 Kurang nilai
EV / Revenue (EV / Pendapatan) 1.7rata-rata 5T ≈2.5 ≈2.5 · ·
EV / FCF -32.5rata-rata 5T ≈622.0 ≈622.0 · ·
Price / Tangible Book (Harga / Nilai Buku Berwujud) 1.1rata-rata 5T ≈1.3 ≈1.3 · ·
PEG Ratio (Rasio PEG) ≈2.8 · · ·

Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.

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

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

13
Imbal Hasil Dividen5.4%
Rasio Pembayaran Dividen82.4%
Pembayaran Tahunan≈$1.97Dibayar triwulanan
CAGR Dividen 5T≈3.9%Per saham, disesuaikan pemecahan saham
Rentetan Pertumbuhan≈23Tahun berturut-turut pertumbuhan dividen
Tanggal ex-dividenJumlahMata UangImbal Hasil
Agu 18, 2026$0,49USD≈5.1%
Mei 19, 2026$0,49USD≈4.8%
Feb 25, 2026$0,49USD≈4.8%
Nov 24, 2025$0,49USD≈4.8%
Agu 19, 2025$0,49USD≈5.2%
Mei 13, 2025$0,49USD≈5.1%
Feb 26, 2025$0,49USD≈4.8%
Nov 26, 2024$0,48USD≈4.9%
Agu 22, 2024$0,48USD≈4.9%
Mei 22, 2024$0,48USD≈5.0%
Feb 22, 2024$0,48USD≈5.5%
Nov 16, 2023$0,46USD≈5.3%
Agu 17, 2023$0,46USD≈5.4%
Mei 25, 2023$0,46USD≈4.3%
Feb 16, 2023$0,46USD≈4.5%
Nov 17, 2022$0,44USD≈4.6%
Agu 18, 2022$0,44USD≈3.9%
Mei 26, 2022$0,44USD≈4.0%
Feb 17, 2022$0,44USD≈4.0%
Nov 18, 2021$0,42USD≈4.3%

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

14
Kejutan Rata-rata 7.9%
Laporan Berikutnya Nov 03, 2026
PeriodeLaporanEPS AktualEPS EstimasiKejutan
30 Juni 2026 Agu 4, 2026 $0.43 $0.24 81.0%
31 Maret 2026 $1.10 $1.04 6.2%
31 Des. 2025 $0.88 $1.03 -14.6%
30 Sep. 2025 $0.36 $0.29 25.0%
30 Juni 2025 $0.17 $0.31 -44.5%
31 Maret 2025 $0.98 $1.04 -5.5%

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

15
Laporan Laba Rugi 14
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Operating Expenses $1.61B$1.63B$1.49B$1.52B$1.21B$1.09B$1.14B$1.14B$1.15B$1.14B$1.23B$1.22B
Operating Income $354M$306M$258M$190M$228M$233M$210M$261M$292M$300M$253M$253M
Interest Expense ······$103M$100M$95M$86M$80M$75M
Interest Income $12M$14M$15M$4M$2M$2M$3M$3M$2M$2M$653.0K$987.0K
Other Non-op $11M$22M$19M$63M$33M$5M$15M$-1M$-607.0K$20.0K$9M$11M
Pretax Income $217M$183M$137M$138M$159M$137M$228M$163M$199M$215M$186M$192M
Income Tax $24M$3M$-34M$-17M$12M$7M$31M$26M$83M$78M$67M$72M
Net Income $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
EPS (Basic) $2.38$2.29$2.24$2.13$2.11$1.91$2.98$2.08$1.80$2.16$1.98$3.12
EPS (Diluted) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Shares (Basic) 80,975,00078,725,00076,396,00072,989,00069,951,00067,962,00066,205,00065,673,00064,496,00063,508,00062,301,00061,632,000
Shares (Diluted) 81,051,00078,820,00076,495,00073,093,00070,085,00068,102,00066,329,00065,946,00064,806,00063,920,00062,708,00061,887,000
EBITDA $643M$580M$523M$443M$460M$457M$416M$448M$460M$455M$401M$391M
Neraca 27
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents $19M$30M$35M$13M$22M$14M$10M$15M$16M$9M$10M$22M
Receivables $220M$205M··········
Inventory $236M$193M$160M$108M$85M$67M$67M$64M$58M$53M$54M$66M
Prepaid Expense $56M$37M$53M$30M$24M$24M$20M$18M$12M···
Other Current Assets $119M$91M$104M$151M$81M$85M$40M$54M$33M$50M$31M$45M
Current Assets $729M$656M$662M$722M$434M$344M$305M$347M$338M$351M$306M$395M
PP&E (Gross) $8.89B$8.42B$7.98B$7.73B$7.37B$6.99B$6.63B$6.37B$6.01B$5.66B$5.33B$4.95B
Goodwill $52M$52M$52M$52M$52M$52M$52M$58M$58M$58M$58M$58M
Intangibles ···········$0
Other Non-current Assets $23M$20M$16M$15M$11M$27M$23M$23M$21M$141M$144M$151M
Total Assets $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Accounts Payable $163M$125M$143M$203M$133M$107M$110M$108M$107M$116M$114M$113M
Accrued Liabilities $54M$51M$54M$50M$39M$35M$35M$33M$34M···
Short-term Debt $388M$354M$349M$463M$284M$203M$186M$190M$105M$120M··
Current Liabilities $878M$771M$775M$965M$913M$506M$531M$640M$698M$408M$475M$385M
Capital Leases $60M$62M$64M$64M$66M$68M$66M$0····
Deferred Tax $778M$751M$718M$675M$643M$595M$529M$488M$467M$841M$747M$710M
Other Non-current Liabilities $305M$253M$210M$176M$178M$215M$201M$71M$73M$153M$131M$146M
Total Liabilities $5.65B$5.35B$5.22B$5.08B$4.70B$4.37B$4.14B$4.01B$3.78B$3.66B$3.38B$3.22B
Long-term Debt ···$2.29B$2.15B$2.01B$1.84B·····
Total Debt $388M$354M$364M$2.76B$2.43B$2.21B$186M$190M$105M···
Common Stock $1.80B$1.72B$1.64B$1.53B$1.38B$1.29B$1.21B$1.14B$1.13B$1.08B$1.00B$1000M
Retained Earnings $905M$871M$841M$812M$786M$758M$739M$645M$604M$581M$531M$492M
AOCI $-1M·$-357.0K$-2M$-11M$-14M$-10M$-8M$-8M$-8M$-7M$-8M
Stockholders' Equity $2.71B$2.59B$2.48B$2.33B$2.15B$2.03B$1.94B$1.77B$1.73B$1.65B$1.53B$1.48B
Liabilities + Equity $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Shares Outstanding 82,193,00080,039,00078,075,00074,946,00071,498,00069,238,90167,176,99665,688,35665,494,33364,187,93462,312,65162,243,374
Arus Kas 19
Metrik Tren 202520242023202220212020201920182017201620152014
D&A $289M$274M$265M$253M$232M$224M$206M$187M$176M$165M$148M$138M
Stock-based Comp $9M$9M$8M$9M$5M$6M$11M$5M$7M$8M$7M$8M
Deferred Tax $2M$-5M$-37M$-18M$11M$45M$15M$9M$70M$125M$55M$139M
Amort. of Intangibles ···········$6M
Other Non-cash $-24M$76M$39M$-275M$-128M$-74M$-31M$24M$42M$-76M$46M$-215M
Operating Cash Flow $469M$534M$447M$124M$267M$331M$398M$362M$410M$358M$376M$267M
CapEx $570M$533M$499M$452M$440M$404M$443M$424M$412M$407M$393M$326M
Investing Cash Flow $-564M$-539M$-510M$-460M$-445M$-411M$-446M$-440M$-434M$-432M$-388M$-104M
Debt Issued $140M$84M$250M$400M$140M$165M$180M$375M$90M$245M$100M$150M
Net Debt Issued $140M$84M$250M$400M$137M$165M$180M$375M$87M$82M$97M$110M
Stock Issued $78M$68M$113M$137M$90M$72M$65M$1M$56M$67M$2M$4M
Stock Repurchased ········$0$0$3M$80M
Net Stock Activity $78M$68M$112M$138M$90M$72M$65M$1M$56M$67M$-1M$-76M
Dividends Paid $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M
Financing Cash Flow $84M$0$85M$327M$186M$84M$43M$77M$31M$72M$528.0K$-224M
Net Change in Cash $-11M$-5M$22M$-9M$8M$4M$-5M$-2M$8M$-2M$-12M$-60M
Taxes Paid $28M$11M$2M······$-13M$-10M$45M
Free Cash Flow $-101M$1M$-52M$-328M$-173M$-73M$-44M$-62M$-2M$-48M$-18M$-58M
Levered FCF ······$-133M$-146M$-58M$-104M$-69M$-105M
Profitabilitas 7
Metrik Tren 202520242023202220212020201920182017201620152014
Operating Margin 18.0%15.8%14.7%11.1%15.9%17.6%15.6%18.7%19.7%20.1%17.1%17.2%
Net Margin 9.8%9.3%9.8%9.1%10.2%9.8%14.6%9.8%8.0%9.5%8.3%13.0%
Pretax Margin 11.1%9.4%7.8%8.1%11.1%10.3%17.0%11.6%13.7%14.9%12.5%13.1%
EBITDA Margin 32.7%29.9%29.9%25.9%32.0%34.6%30.9%32.1%31.8%31.5%27.0%26.6%
ROA 2.4%2.3%2.3%2.2%2.2%2.1%3.3%2.4%2.1%2.7%2.6%4.4%
ROE 7.3%7.0%7.0%6.8%6.9%6.5%10.3%7.8%6.8%8.4%8.1%12.9%
ROIC 10.2%10.2%11.3%4.2%4.6%5.2%8.5%11.2%9.0%11.2%10.5%10.6%
Likuiditas & Solvabilitas 5
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 0.80.90.90.70.50.70.60.50.50.90.61.0
Quick Ratio 0.00.00.00.00.00.00.00.00.00.00.00.1
Debt / Equity 0.10.10.11.21.11.10.10.10.1···
LT Debt / Equity ···1.00.91.0······
Interest Coverage ······2.02.63.03.43.23.4
Efisiensi 1
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.30.30.30.3
Per Saham 6
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share $32.96$32.37$31.83$31.15$30.14$29.31$28.87$26.99$26.41$25.68$24.53$23.83
Revenue / Share $24.23$24.59$22.90$23.40$20.53$19.41$20.29$21.18$22.31$22.57$23.68$23.79
Cash Flow / Share $5.79$6.77$5.84$1.70$3.81$4.86$6.00$5.49$6.33$5.60$5.99$4.32
Cash / Share $0.23$0.37$0.45$0.18$0.31$0.20$0.15$0.22$0.25$0.13$0.17$0.36
Dividend Paid / Share $1.96$1.90$1.84$1.76$1.69$1.62$1.55$1.49$1.43$1.37$1.32$1.27
EPS (TTM) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Tingkat Pertumbuhan 10
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 1.3%10.6%2.5%18.8%8.8%·······
Revenue CAGR 3Y 4.7%10.4%9.8%·········
Revenue CAGR 5Y 8.2%···········
EPS YoY 3.9%2.2%5.7%0.95%10.5%·······
EPS CAGR 3Y 3.9%2.9%5.6%·········
EPS CAGR 5Y 4.6%···········
Net Income YoY 7.2%5.3%10.3%5.2%13.8%·······
Net Income CAGR 3Y 7.6%6.9%9.7%·········
Net Income CAGR 5Y 8.3%···········
Dividends Paid CAGR 5Y 7.6%···········
Valuasi (TTM) 17
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Net Income TTM $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
Market Cap $3.17B$2.93B$2.79B$3.32B$3.04B$2.78B$3.23B$2.79B$3.37B$2.57B$2.20B$2.20B
Enterprise Value $3.54B$3.26B$3.12B$6.07B$5.45B$4.98B$3.41B$2.97B$3.46B···
P/E 16.216.016.020.920.221.116.220.528.818.618.011.4
P/S 1.61.51.61.92.12.12.42.02.31.81.51.5
P/B 1.21.11.11.41.41.41.71.61.91.61.41.5
P / Tangible Book 1.21.21.11.51.41.4······
P / Cash Flow 6.85.56.226.811.48.48.17.78.27.25.98.2
P / FCF -31.42931.8-54.1-10.1-17.6-37.9-72.9-44.7-1652.3-53.1-123.9-37.8
EV / EBITDA 5.55.66.013.711.810.98.26.67.5···
EV / FCF -35.03255.8-60.5-18.5-31.6-67.9-76.9-47.5-1696.0···
EV / Revenue 1.81.71.83.53.83.82.52.12.4···
Dividend Yield 5.0%5.1%5.1%3.9%3.9%4.0%3.2%3.5%2.7%3.4%3.7%3.6%
Earnings Yield 6.2%6.2%6.3%4.8%4.9%4.7%6.2%4.9%3.5%5.4%5.6%8.8%
Payout Ratio 82.4%83.3%82.3%83.2%80.2%85.2%52.2%71.9%79.8%63.5%66.9%40.8%
Annual Payout $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M

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
Pendapatan $1.96B $1.94B $1.75B $1.71B $1.44B
Margin Operasi % 18.0% 15.8% 14.7% 11.1% 15.9%
Laba Bersih $193M $180M $171M $155M $147M
EPS Dilusian $2.38 $2.29 $2.24 $2.12 $2.10

Pemilik institusional (13F) 447 pengaju · $3.4B total · Per tanggal 30 Sep. 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 447
Nilai yang dipegang $3.4B
Posisi baru 53
Posisi yang keluar 33
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
53 (-5 vs Kuartal sebelumnya) 33 (-5 vs Kuartal sebelumnya) 169 (+27 vs Kuartal sebelumnya) 117 (-3 vs Kuartal sebelumnya) +5.3M

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
BlackRock, Inc. $605.448.096 14.799.513 17,68% Saham
VANGUARD GROUP INC $421.382.217 10.933.633 12,30% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $294.777.660 7.205.516 8,61% Saham
STATE STREET CORP $220.478.800 5.389.253 6,44% Saham
VANGUARD CAPITAL MANAGEMENT LLC $153.920.561 3.762.419 4,49% Saham
ATLAS Infrastructure Partners (UK) Ltd. $93.732.133 2.291.179 2,74% Saham
GEODE CAPITAL MANAGEMENT, LLC $90.910.805 2.221.813 2,65% Saham
WESTWOOD HOLDINGS GROUP INC $81.056.005 1.981.325 2,37% Saham
DIMENSIONAL FUND ADVISORS LP $62.729.841 1.533.324 1,83% Saham
MORGAN STANLEY $61.352.599 1.499.695 1,79% Saham
Invesco Ltd. $57.973.274 1.417.093 1,69% Saham
TWO SIGMA INVESTMENTS, LP $50.827.893 1.242.432 1,48% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $47.600.299 1.163.537 1,39% Saham
FIRST TRUST ADVISORS LP $38.934.127 951.702 1,14% Saham
Bank of New York Mellon Corp $37.918.505 926.876 1,11% Saham
UBS Group AG $36.849.396 900.743 1,08% Saham
NORTHERN TRUST CORP $36.215.128 885.239 1,06% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $35.828.937 875.799 1,05% Saham
VICTORY CAPITAL MANAGEMENT INC $34.890.830 852.868 1,02% Saham
GOLDMAN SACHS GROUP INC $31.819.763 777.799 0,93% Saham
ALGERT GLOBAL LLC $30.262.150 739.725 0,88% Saham
AQR CAPITAL MANAGEMENT LLC $28.738.917 702.491 0,84% Saham
GAMCO INVESTORS, INC. ET AL $26.031.728 636.317 0,76% Saham
Qube Research & Technologies Ltd $25.044.734 612.191 0,73% Saham
Nuveen, LLC $24.201.579 591.581 0,71% Saham
VANGUARD FIDUCIARY TRUST CO $22.396.589 547.460 0,65% Saham
FMR LLC $22.001.841 537.811 0,64% Saham
D. E. Shaw & Co., Inc. $21.145.642 516.882 0,62% Saham
PRINCIPAL FINANCIAL GROUP INC $20.617.780 503.979 0,60% Saham
SEI INVESTMENTS CO $20.397.493 498.596 0,60% Saham
GABELLI FUNDS LLC $20.137.620 492.242 0,59% Saham
Legal & General Group Plc $19.465.552 475.814 0,57% Saham
Bridgewater Associates, LP $19.308.947 471.986 0,56% Saham
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $18.398.904 449.741 0,54% Saham
FRANKLIN RESOURCES INC $16.464.966 402.468 0,48% Saham
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $12.919.091 315.793 0,38% Saham
AMERIPRISE FINANCIAL INC $12.908.416 315.532 0,38% Saham
BANK OF AMERICA CORP /DE/ $12.535.166 306.408 0,37% Saham
Sound Income Strategies, LLC $12.325.900 301.293 0,36% Saham
KENNEDY CAPITAL MANAGEMENT LLC $11.978.612 292.804 0,35% Saham
NUANCE INVESTMENTS, LLC $11.824.232 289.030 0,35% Saham
LOOMIS SAYLES & CO L P $11.700.096 285.996 0,34% Saham
Public Sector Pension Investment Board $11.612.713 283.860 0,34% Saham
Cubist Systematic Strategies, LLC $11.565.605 305.888 0,34% Saham
ENVESTNET ASSET MANAGEMENT INC $11.373.652 278.016 0,33% Saham
Advisors Asset Management, Inc. $11.233.100 291.466 0,33% Saham
CONGRESS ASSET MANAGEMENT CO $11.186.808 273.449 0,33% Saham
RENAISSANCE TECHNOLOGIES LLC $10.910.697 266.700 0,32% Saham
JACOBS LEVY EQUITY MANAGEMENT, INC $10.828.509 264.691 0,32% Saham
Brandywine Global Investment Management, LLC $9.835.793 255.210 0,29% Saham

Tampilkan semua 447 pemilik institusional →

Orang dalam perusahaan 51 orang dalam · 24 pejabat · 23 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Heather Lynn Rosentrater President & CEO 2 Maret 2026 M 78.132 0 0 $0
Gary G Ely Chairman & CEO 12 Feb. 2007 S 143.624 0 0 $0
Kevin J Christie SVP, CFO & Treasurer 2 Maret 2026 M 46.244 0 0 $0
Gregory Curtis Hesler Sr V President/Corp Secretary 2 Maret 2026 M 24.970 0 0 $0
Joshua D Diluciano Vice President 2 Sep. 2026 S 8.334 0 2 $-174.105
Jason R Thackston Senior Vice President 14 Mei 2026 G 41.578 0 0 $0
Wayne O Manuel Senior Vice President 7 Mei 2026 S 10.521 0 2 $-134.432
Alexis G. Alexander Vice President 13 Maret 2026 S 3.930 0 2 $-27.279
Scott J Kinney Vice President 2 Maret 2026 M 13.418 0 0 $0
Latisha Diane Hill Vice President 2 Maret 2026 M 18.978 0 0 $0
Bryan Alden Cox Senior Vice President 2 Maret 2026 M 9.441 0 1 $-71.038
Ryan L Krasselt Vice President 2 Maret 2026 M 30.537 0 0 $0
James M Kensok Vice President - Retired 19 Feb. 2024 M 14.135 0 0 $0
Mark T Thies EVP - Retired 19 Feb. 2024 M 91.741 0 0 $0
Marian M Durkin Senior Vice President 11 Maret 2020 G 73.079 0 0 $0
Karen S Feltes Sr. Vice President 2 Maret 2020 F 26.281 0 0 $0
Kelly O Norwood Vice President 14 Maret 2017 S 2.775 0 0 $0
Roger D Woodworth Vice President 4 Feb. 2016 A 35.179 0 0 $0
Smith Christy M Burmeister Vice President 13 Agu 2015 I 0 0 0 $0
Don F Kopczynski Vice President 4 Maret 2015 S 29.106 0 0 $0
Richard L Storro Vice President 2 Jan. 2013 F 12.163 0 0 $0
Ann M Wilson Vice President & Treasurer 12 Feb. 2009 A 7.353 0 0 $0
Malyn K Malquist Executive Vice President 14 Jan. 2009 S 50.277 0 0 $0
Ronald R Peterson Vice President 20 April 2007 M 603 0 0 $0
Julie A. Bentz Direktur 1 Sep. 2026 A 16.852 0 0 $0
Sena M Kwawu Direktur 1 Sep. 2026 A 18.459 0 0 $0
Jeffry L. Philipps Direktur 1 Sep. 2026 A 20.977 0 0 $0
Kevin B Jacobsen Direktur 1 Sep. 2026 A 15.917 0 0 $0
Janet D. Widmann Direktur 1 Sep. 2026 A 22.828 0 1 $-285.862
Rebecca A Klein Direktur 1 Sep. 2026 A 31.272 0 0 $0
Scott Harlan Maw Direktur 1 Sep. 2026 A 33.429 0 0 $0
Heidi B Stanley Direktur 1 Sep. 2026 A 31.327 0 0 $0
Scott L Morris Direktur 1 Sep. 2026 A 109.378 0 0 $0
Donald C Burke Direktur 1 Sep. 2026 A 36.086 0 0 $0
Kristianne Blake Direktur 23 Mei 2023 J 0 0 0 $0
Marc F Racicot Direktur 14 Mei 2020 A 22.455 0 0 $0
Erik J Anderson Direktur 13 Maret 2019 A 22.246 0 0 $0
John F Kelly Direktur 2 Sep. 2016 A 24.509 0 0 $0
Rick R Holley Direktur 13 Mei 2013 A 6.685 0 0 $0
Michael L Noel Direktur 5 Juni 2012 S 11.914 0 0 $0
Roy Lewis Eiguren Direktur 8 Maret 2011 S 6.084 0 0 $0
Brian W Dunham Direktur 2 Sep. 2010 A 7.088 0 0 $0
Jack W Gustavel Direktur 17 Mei 2010 P 35.650 0 0 $0
Lura J Powell Direktur 5 Mei 2008 A 11.122 0 0 $0
Jr Jessie J Knight Direktur 16 Mei 2005 A 16.257 0 0 $0
David A Clack Direktur 14 Mei 2004 A 14.320 0 0 $0
David J Meyer · 15 Juni 2026 J 3.662 0 0 $0
Dennis P Vermillion · 10 Maret 2025 F 163.871 0 0 $0
Edward David Schlect · 3 Jan. 2023 F 16.037 0 0 $0
John R Taylor · 23 Juni 2021 J 0 0 0 $0
Diane C Thoren · 2 Jan. 2013 F 4.183 0 0 $0

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

Kepemilikan ETF Dimiliki oleh 63 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
PSCU · Invesco Exchange-Traded Fund Trust … 3,04% 12.530 SH 1 Okt. 2026 Harian
PEY · Invesco Exchange-Traded Fund Trust 2,40% 732.110 SH 1 Okt. 2026 Harian
DIV · Global X Funds 1,86% 359.564 NS 31 Juli 2026 N-PORT
XSHD · Invesco Exchange-Traded Fund Trust … 1,62% 29.269 SH 1 Okt. 2026 Harian
XSLV · Invesco Exchange-Traded Fund Trust … 1,06% 70.473 SH 1 Okt. 2026 Harian
HSMV · First Trust Exchange-Traded Fund III 0,93% 8.057 NS 31 Juli 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0,62% 102.315 SH 1 Okt. 2026 Harian
FYT · First Trust Exchange-Traded AlphaDE… 0,61% 29.211 NS 31 Juli 2026 N-PORT
ROSC · Lattice Strategies Trust 0,40% 6.144 NS 31 Juli 2026 N-PORT
ZAP · Global X Funds 0,34% 39.220 NS 31 Juli 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,31% 106.616 NS 31 Juli 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,28% 41.496 NS 31 Juli 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,22% 73.349 SH 19 Agu 2026 Harian
FUTY · FIDELITY COVINGTON TRUST 0,22% 124.680 NS 31 Juli 2026 N-PORT
VPU · VANGUARD WORLD FUND 0,21% 565.059 SH 19 Agu 2026 Harian
EBIT · Harbor ETF Trust 0,19% 569 NS 31 Juli 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,19% 92.937 SH 19 Agu 2026 Harian
QVMS · Invesco Exchange-Traded Fund Trust … 0,19% 12.391 SH 1 Okt. 2026 Harian
VIOO · VANGUARD ADMIRAL FUNDS 0,18% 288.920 SH 19 Agu 2026 Harian
VIOG · VANGUARD ADMIRAL FUNDS 0,17% 46.231 SH 19 Agu 2026 Harian
BKSE · BNY Mellon ETF Trust 0,15% 3.184 NS 31 Juli 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 22.457 NS 31 Juli 2026 N-PORT
POWR · iShares, Inc. 0,12% 15.122 SH 11 Sep. 2026 Harian
FAB · First Trust Exchange-Traded AlphaDE… 0,12% 5.052 NS 31 Juli 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,12% 64.981 SH 1 Okt. 2026 Harian
FSMD · FIDELITY COVINGTON TRUST 0,12% 71.595 NS 31 Juli 2026 N-PORT
RSSL · Global X Funds 0,11% 40.202 NS 31 Juli 2026 N-PORT
IWM · iShares Trust 0,10% 2.164.563 SH 11 Sep. 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 0,10% 483.586 SH 19 Agu 2026 Harian
SMDX · Tidal Trust III 0,09% 2.958 NS 31 Juli 2026 N-PORT
DFAS · Dimensional ETF Trust 0,07% 271.819 NS 31 Juli 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,07% 1.203.696 SH 19 Agu 2026 Harian
VXF · VANGUARD INDEX FUNDS 0,04% 946.395 SH 19 Agu 2026 Harian
VB · VANGUARD INDEX FUNDS 0,04% 1.893.844 SH 19 Agu 2026 Harian
TILT · FlexShares Trust 0,03% 14.536 NS 31 Juli 2026 N-PORT
WSML · iShares Trust 0,03% 4.825 SH 11 Sep. 2026 Harian
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1.365 SH 1 Okt. 2026 Harian
PFM · Invesco Exchange-Traded Fund Trust 0,01% 2.353 SH 1 Okt. 2026 Harian
PRF · Invesco Exchange-Traded Fund Trust 0,01% 29.827 SH 1 Okt. 2026 Harian
VYM · VANGUARD WHITEHALL FUNDS 0,01% 332.262 SH 19 Agu 2026 Harian
DFAC · Dimensional ETF Trust 0,01% 98.688 NS 31 Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 4.980 NS 31 Juli 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 17.719 NS 31 Juli 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 27.302 NS 31 Juli 2026 N-PORT
ITOT · iShares Trust 0,00% 115.881 SH 11 Sep. 2026 Harian
IWV · iShares Trust 0,00% 22.375 SH 3 Sep. 2026 Harian
VTI · VANGUARD INDEX FUNDS 0,00% 2.624.564 SH 19 Agu 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 107.284 SH 19 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 6.894 SH 19 Agu 2026 Harian
BLV · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
BND · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 Juli 2026 Harian
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 Juli 2026 Harian
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 Juli 2026 Harian
IJR · iShares Trust · 5.043.657 SH 10 Sep. 2026 Harian
IJT · iShares Trust · 367.786 SH 9 Sep. 2026 Harian
IJS · iShares Trust · 392.393 SH 8 Sep. 2026 Harian
IWN · iShares Trust · 792.862 SH 11 Sep. 2026 Harian
IFRA · iShares Trust · 99.769 SH 11 Sep. 2026 Harian
XJR · iShares Trust · 11.397 SH 31 Agu 2026 Harian
ISCB · iShares Trust · 3.739 SH 11 Sep. 2026 Harian
ISCV · iShares Trust · 18.309 SH 11 Sep. 2026 Harian
SMMV · iShares Trust · 15.958 SH 19 Agu 2026 Harian

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

21
peringkat · 14 analis TAHAN
Target median $40.50 +14,7%
1 7,1% Beli Kuat
0 0,0% Beli
7 50,0% Tahan
5 35,7% Jual
1 7,1% Jual Kuat

Target Harga 12 Bulan

6 analis · 2026-10-02

Target rata-rata $41.33 +17,1%

← Di bawah semua target Harga saat ini $35.31
Rendah$37.00 Rata-rata$41.33 Tinggi$50.00

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
AVA $3.17B 16.2 1.3% 9.8% 7.3% ·
CMS $21.43B 19.8 13.6% 12.5% 12.3% ·
NI $19.98B 21.4 23.5% 14.2% 10.2% ·
BKH $5.24B 17.4 8.6% 12.6% 8.0% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
UTL $868M 16.3 8.3% 9.4% 8.9% ·
D $51.50B 17.0 14.2% 18.2% 10.7% ·

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

26

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Sumber: SEC 10-Q diajukan Agu 3, 2026