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

03
Harga $617.76
Kapitalisasi Pasar (MRQ) $22.84B
P/E (TTM) 29.8
EPS (TTM) $20.76
Pendapatan (TTM) $18.67B
Imbal Hasil Dividen 0.36%
ROE (TTM) 20.0%
D/E Utang/Ekuitas (MRQ) 0.6
Rentang 52M $497–$928

CASY 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 4
Tanggal ex-dividen Pemecahan Tipe
17 Feb. 1998 2-for-1 Maju
16 Feb. 1994 2-for-1 Maju
5 Agu 1986 2-for-1 Maju
25 Juni 1985 3-for-2 Maju

Tentang Caseys General Stores, Inc. - Common Stock Tinjauan perusahaan dari Wikipedia

05 · wikidata

Casey's General Stores, Inc. (doing business as Casey's) is a chain of convenience stores that operates in the Midwestern and Southern United States. With 2,950 locations, it is the third-largest chain in the country, after 7-Eleven and Alimentation Couche-Tard, and the largest that is American-owned. Casey's is the fifth largest pizza chain in the U.S. based on sales. Most of its stores are in towns with under 20,000 inhabitants.

The company is headquartered in Ankeny, Iowa, and is ranked the 282nd on the Fortune 500 and 1092nd on the Forbes Global 2000.

History

In 1959, Donald Lamberti leased a service station in Des Moines, Iowa, from his father. After he had successfully remodeled the station into a convenience store and operated it for nine years, in 1968, his gasoline supplier and friend, Kurvin C. (K.C.) Fish, suggested that he purchase the Square Deal Oil Company, a service station available for sale in Boone, Iowa. Lamberti followed Fish's advice and purchased the station, which he renamed "Casey's" after Fish, then converted it into a convenience store. He avoided the name Lamberti's since he said that some people do not like Italians. The logo on the Boone store was used by the chain until 2020.

The Boone store, located in a town of only 12,500, did well, so Lamberti built another store in Creston, Iowa, with a population of 7,000, and that store also did well. Lamberti then opened a store in the even smaller town of Waukee, Iowa, with a population of 1,500 at the time. The Waukee store proved to be the most successful of the three, so Lamberti purchased and opened more stores, concentrating on towns of less than 5,000 people.

1970s–1990s

By the late 1970s, the chain had 118 stores and opened its first warehouse. The original store, operated by Lamberti's parents, entered the Casey's fold in 1977.

In 1982, Casey's opened its first Distribution Center in Urbandale, Iowa. In October 1983, Casey's became a public company via an initial public offering. Around this time, Casey's began to sell doughnuts and pizza in its stores. The store also briefly introduced fried chicken before abandoning the endeavor. In 1990, Casey's moved to its current facility in Ankeny, Iowa. In 1993, it was named convenience store chain of the year by Convenience Store Decisions magazine.

Casey's 1,000th store opened in Altoona, Iowa, in 1996, the same year Casey's exceeded US$1 billion in annual sales. In 1998, Lamberti resigned as CEO and became the company's chairman. He retired in 2002.

2000s–2020s

In January 2006, Casey's acquired Lincoln, Nebraska-based Gas 'N Shop, with 58 stores. In August 2006, Casey's agreed to purchase the 33-store HandiMart chain, based in Cedar Rapids, Iowa, in a $63 million deal.

In March 2010, Alimentation Couche-Tard, operator of several convenience store chains, including Circle K, offered $1.9 billion for the company and launched a proxy fight for control. In September 2010, 7-Eleven offered $2 billion for the company. Shareholders rejected Couche-Tard's offer and voted for retaining Casey's board of directors as opposed to voting for Couche-Tard's nominated slate. In November 2010, Casey's ended merger discussions with 7-Eleven.

In February 2011, the company acquired 11 stores in Minnesota. In February 2016, the company launched a mobile app. In April 2016, Casey's opened a distribution center in Terre Haute, Indiana, the company's second.

2020–present

In January 2020, the company introduced a loyalty program. In October 2020, Casey's announced a rebranding, including a new logo and dropping 'General Stores' from its signage (though it remained in the legal corporate name until 2022). In November 2020, Casey's acquired Bucky's Convenience Stores, a 94-store chain, for $580 million. In 2021 Casey's began branding small-footprint stores without kitchens as "goodstop by Casey’s". In April 2021, Casey's opened a third distribution center in Joplin, Missouri.

In May 2024, the company acquired Buchanan Energy and became the owner of 94 Bucky's Convenience Stores. As part of the deal, Casey's was required by regulators to divest six stores.

In September 2021, Casey's purchased 38 Pilot Food Mart locations and two truck stop locations from Pilot Company. The locations in East Tennessee, around the Knoxville area, were owned by the Haslam family outright and not part of the company's Pilot Flying J national truck stop chain jointly owned by Pilot, Berkshire Hathaway, and FJ Management.

In October 2023, Casey's purchased 63 Minit Mart and Certified Oil locations in Kentucky and Middle Tennessee. In November 2023, Casey's expanded into Texas with the purchase of 22 convenience stores mainly in North Texas.

In November 2024, Casey's acquired Fikes Wholesale, including its chain of CEFCO convenience stores, for $1.145 billion. The deal added nearly 200 stores and expanded Casey's further into Texas as well as for the first time into the states of Alabama, Florida, and Mississippi. In September 2024, Casey's purchased 4 stores from Oakcrest Market, expanding its presence in the area of Fort Smith, Arkansas. In October 2024, Casey's purchased the naming rights to the Casey's Center in a 10-year $18 million deal.

In January 2025, the company acquired Wow! Foodmart, with 7 convenience stores, a travel center, and 4 liquor stores in central Kentucky. In September 2025, the company acquired stores in Michigan. In June 2026, the company sold 41 stores, exiting Mississippi. In August 2026, the company acquired 24 stores in Texas from Pak-A-Sak.

Locations

Casey's stores are located in the following states:

Legal issues

In April 2026, the company agreed to pay $5.1 million to settle a class action lawsuit for charging tobacco-using employees a $910/year surcharge for health insurance, in violation of ERISA.

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

Wikidata ↗

sektorRetail industriRetail karyawan23.490 negaraUS

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

06
Pendapatan$17.56B
2017-04-30 → 2026-04-30
EPS$19.16
2017-04-30 → 2026-04-30
Arus Kas Bebas$722M
2017-04-30 → 2026-04-30
Margin bersih4.1%
2017-04-30 → 2026-04-30
Valuasi & Rasio 07–12

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

Metrik Tren 5 Tahun CASY rata-rata 5T Median Rekan Kesimpulan
P/E (TTM) 29.8rata-rata 5T ≈27.9 ≈27.9 25.7 Terlalu mahal
P/S (TTM) 1.2rata-rata 5T ≈0.9 ≈0.9 0.5 Terlalu mahal
P/B (MRQ) 5.6rata-rata 5T ≈4.6 ≈4.6 4.8 Terlalu mahal
Harga / FCF (TTM) 35.2rata-rata 5T ≈28.1 ≈28.1 · ·
Harga / Arus Kas (TTM) 16.4rata-rata 5T ≈14.0 ≈14.0 10.7 Terlalu mahal
EV / Revenue (EV / Pendapatan) 1.4rata-rata 5T ≈1.1 ≈1.1 · ·
EV / FCF 34.2rata-rata 5T ≈31.4 ≈31.4 · ·
Price / Tangible Book (Harga / Nilai Buku Berwujud) 8.5rata-rata 5T ≈6.5 ≈6.5 · ·
PEG Ratio (Rasio PEG) ≈1.7 · · ·

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 Dividen0.36%
Rasio Pembayaran Dividen11.6%
Pembayaran Tahunan≈$2.60Dibayar triwulanan
CAGR Dividen 5T≈10.8%Per saham, disesuaikan pemecahan saham
Rentetan Pertumbuhan≈26Tahun berturut-turut pertumbuhan dividen
Tanggal ex-dividenJumlahMata UangImbal Hasil
Jul 31, 2026$0,65USD≈0.27%
Mei 1, 2026$0,57USD≈0.27%
Jan 30, 2026$0,57USD≈0.36%
Okt 31, 2025$0,57USD≈0.42%
Agu 1, 2025$0,57USD≈0.40%
Mei 1, 2025$0,50USD≈0.44%
Feb 3, 2025$0,50USD≈0.46%
Nov 1, 2024$0,50USD≈0.47%
Agu 1, 2024$0,50USD≈0.47%
Apr 30, 2024$0,43USD≈0.54%
Jan 31, 2024$0,43USD≈0.62%
Okt 31, 2023$0,43USD≈0.60%
Jul 31, 2023$0,43USD≈0.62%
Apr 28, 2023$0,38USD≈0.66%
Jan 31, 2023$0,38USD≈0.63%
Okt 31, 2022$0,38USD≈0.63%
Jul 29, 2022$0,38USD≈0.71%
Apr 29, 2022$0,35USD≈0.69%
Jan 31, 2022$0,35USD≈0.73%
Okt 29, 2021$0,35USD≈0.72%

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

14
Tingkat Kemenangan 100.0%
Kejutan Rata-rata 17.3%
PeriodeLaporanEPS AktualEPS EstimasiKejutan
31 Maret 2027 Sep 8, 2026 $7.37 $6.89 7.0%
31 Des. 2026 Jun 9, 2026 $4.37 $3.36 30.0%
30 Sep. 2026 $7.37 $6.89 7.0%
30 Juni 2026 $4.37 $3.36 30.0%
31 Maret 2026 $3.49 $3.05 14.5%
31 Des. 2025 $5.53 $5.27 4.9%
30 Sep. 2025 $5.77 $5.12 12.7%
30 Juni 2025 $2.63 $1.99 32.2%

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

15
Laporan Laba Rugi 12
Metrik Tren 202620252024202320222021202020192018201720162015
Revenue $17.56B$15.94B$14.86B$15.09B$12.95B$8.71B$9.18B$9.35B$8.39B$7.51B$7.12B$7.77B
Cost of Revenue ·········$5.83B$5.51B$6.33B
Gross Profit ······$2.14B$1.95B$1.77B$1.68B$1.61B$1.44B
Operating Expenses $2.84B$2.55B$2.29B$2.12B$1.96B$1.64B$1.50B$1.39B$1.28B$1.17B$1.05B$960M
Interest Expense $97M$84M$53M$52M$57M$47M$53M$56M$51M$42M$40M$41M
Pretax Income ·······$263M$214M$270M$349M$282M
Income Tax $223M$166M$154M$141M$101M$94M$78M$60M$-103M$92M$123M$101M
Net Income $714M$547M$502M$447M$340M$313M$264M$204M$318M$177M$226M$181M
EPS (Basic) $19.28$14.72$13.51$11.99$9.14$8.44$7.14$5.55$8.41$4.54$5.79$4.66
EPS (Diluted) $19.16$14.64$13.43$11.91$9.10$8.38$7.10$5.51$8.34$4.48$5.73$4.62
Shares (Basic) 37,065,31937,116,15237,164,02237,266,85137,158,89837,092,27336,956,11536,709,94037,778,30439,124,66539,016,29938,743,227
Shares (Diluted) 37,281,65337,343,01237,370,30637,519,69537,356,69837,356,13837,185,82836,975,38738,132,09939,578,99839,422,19939,103,833
Neraca 25
Metrik Tren 202620252024202320222021202020192018201720162015
Cash & Equivalents $523M$327M$206M$379M$159M$337M$78M$63M$54M$77M$76M$49M
Receivables ·······$38M$45M$43M$28M$23M
Inventory $557M$480M$429M$376M$396M$287M$236M$273M$242M$202M$205M$197M
Prepaid Expense $30M$25M$26M$22M$18M$11M$10M$7M$6M$9M$3M$2M
Current Assets $1.36B$1.01B$830M$921M$725M$724M$387M$411M$397M$351M$326M$305M
PP&E (Net) $5.75B$5.41B$4.67B$4.21B$3.98B$3.49B$3.32B$3.12B$2.90B$2.51B$2.25B$2.02B
PP&E (Gross) ····$6.41B$5.70B$5.36B$4.95B$4.51B$4.01B$3.59B$3.20B
Accum. Depreciation $3.44B$3.12B$2.88B$2.62B$2.43B$2.21B$2.04B$1.83B$1.61B$1.50B$1.34B$1.19B
Goodwill $1.27B$1.24B$653M$615M$613M$161M$161M$157M$140M$133M$129M$127M
Other Non-current Assets $121M$120M$80M$192M$187M$82M$72M$41M$30M$23M$19M$18M
Total Assets $8.94B$8.21B$6.35B$5.94B$5.51B$4.46B$3.94B$3.73B$3.47B$3.02B$2.73B$2.47B
Accounts Payable $824M$620M$570M$561M$589M$355M$185M$335M$321M$294M$241M$227M
Accrued Liabilities $425M$386M$331M$314M$291M$255M$188M$163M$131M$136M$131M$123M
Current Liabilities $1.35B$1.10B$953M$927M$905M$613M$1.06B$591M$508M$427M$388M$365M
Capital Leases $459M$435M$111M·········
Deferred Tax $740M$647M$597M$544M$520M$440M$436M$386M$342M$440M$395M$355M
Other Non-current Liabilities $72M$69M$58M$159M$148M$72M$51M$24M$22M$20M$19M$19M
Total Liabilities $4.98B$4.70B$3.33B$3.28B$3.26B$2.53B$2.30B$2.32B$2.20B$1.83B$1.64B$1.59B
Long-term Debt $2.32B$2.41B$1.54B$1.58B$1.62B$1.35B$1.27B$1.30B$1.31B$923M$838M$854M
Total Debt $2.43B$2.51B$1.64B$1.67B$1.69B$1.36B$1.28B$1.30B$1.31B$923M$838M·
Common Stock $0$50M$27M$110M$79M$59M$33M$16M$0$40M$73M$56M
Retained Earnings $3.95B$3.46B$2.99B$2.55B$2.16B$1.87B$1.61B$1.39B$1.27B$1.15B$1.01B$819M
Stockholders' Equity $3.95B$3.51B$3.02B$2.66B$2.24B$1.93B$1.64B$1.41B$1.27B$1.19B$1.08B$875M
Liabilities + Equity $8.94B$8.21B$6.35B$5.94B$5.51B$4.46B$3.94B$3.73B$3.47B$3.02B$2.73B$2.47B
Shares Outstanding 36,904,28537,119,08337,008,48837,263,24837,111,66736,949,87836,806,32536,664,52136,874,32238,765,82139,055,57038,886,165
Arus Kas 16
Metrik Tren 202620252024202320222021202020192018201720162015
D&A $450M$404M$350M$313M$304M$265M$251M$244M$221M$198M$171M$156M
Stock-based Comp $63M$48M$41M$47M$38M$32M$18M$16M$19M$11M$7M$7M
Deferred Tax $95M$60M$53M$23M$83M$4M$50M$45M$-98M$45M$55M$45M
Operating Cash Flow $1.38B$1.09B$893M$882M$789M$804M$504M$531M$420M$459M$472M$349M
CapEx $656M$506M$522M$477M$326M$441M$439M$395M$577M$433M$393M$361M
Investing Cash Flow $-755M$-1.73B$-825M$-545M$-1.16B$-444M$-467M$-458M$-609M$-455M$-395M$-399M
Debt Issued $0$1.10B$0$0$450M$650M$0$0$400M$100M$0$0
Net Debt Issued $-95M$861M$-54M$-41M$261M$78M$-17M$-16M$384M$85M$-15M·
Stock Repurchased $201M$734.0K$105M$0$0$0$0$37M$215M$48M$0$0
Net Stock Activity $-201M$-734.0K$-105M··$0$0$-37M$-215M$-48M··
Dividends Paid $83M$72M$63M$56M$51M$48M$46M$41M$39M$37M$34M$30M
Financing Cash Flow $-426M$756M$-240M$-117M$192M$-101M$-23M$-63M$166M$-4M$-50M$-23M
Net Change in Cash $196M$120M$-172M$220M$-178M$258M$15M$10M$-23M$942.0K$27M$-73M
Taxes Paid $138M$90M$105M$90M$50M$81M$9M$-11M$24M$53M$60M$64M
Free Cash Flow $722M$585M$371M$405M$462M$363M$65M$136M$-158M$26M$72M·
Levered FCF ·······$93M$-233M$-1M$46M·
Profitabilitas 5
Metrik Tren 202620252024202320222021202020192018201720162015
Gross Margin ······23.4%20.9%21.1%22.4%22.7%·
Net Margin 4.1%3.4%3.4%3.0%2.6%3.6%2.9%2.2%3.8%2.4%3.2%·
Pretax Margin ·······2.8%2.6%3.6%4.9%·
ROA 8.3%7.5%8.2%7.8%6.8%7.4%6.9%5.7%9.8%6.2%8.7%·
ROE 18.4%15.8%16.8%17.0%15.3%16.4%16.3%14.6%25.8%15.6%23.1%·
Likuiditas & Solvabilitas 4
Metrik Tren 202620252024202320222021202020192018201720162015
Current Ratio 1.00.90.91.00.81.20.40.70.80.80.8·
Quick Ratio 0.40.30.20.40.20.50.10.20.20.30.3·
Debt / Equity 0.60.70.50.60.80.70.80.91.00.80.8·
LT Debt / Equity 0.60.70.50.60.70.70.40.91.00.80.8·
Efisiensi 3
Metrik Tren 202620252024202320222021202020192018201720162015
Asset Turnover 2.02.22.42.62.62.12.42.62.62.62.7·
Inventory Turnover ·········28.727.4·
Receivables Turnover ·······225.6190.1211.6283.1·
Per Saham 6
Metrik Tren 202620252024202320222021202020192018201720162015
Book Value / Share $107.08$94.52$81.48$71.40$60.38$52.31$44.64$38.42$34.47$30.71$27.74·
Revenue / Share $471.04$426.88$397.72$402.31$346.73$233.09$246.74$252.95$220.05$189.66$180.66·
Cash Flow / Share $36.95$29.21$23.89$23.51$21.11$21.52$13.56$14.35$11.01$11.60$11.79·
Cash / Share $14.17$8.80$5.58$10.17$4.28$9.11$2.13$1.73$1.46$1.98$1.94·
Dividend / Share ···$1.52$1.39$1.32$1.28$1.16$1.04$0.96$0.88$0.80
EPS (TTM) $19.16$14.64$13.43$11.91$9.10$8.38$7.10$5.51$8.34$4.48$5.73$4.62
Tingkat Pertumbuhan 10
Metrik Tren 202620252024202320222021202020192018201720162015
Revenue YoY 10.2%7.2%-1.5%16.5%48.8%-5.1%······
Revenue CAGR 3Y 5.2%7.2%19.5%18.1%········
Revenue CAGR 5Y 15.1%11.7%··········
EPS YoY 30.9%9.0%12.8%30.9%8.6%18.0%······
EPS CAGR 3Y 17.2%17.2%17.0%18.8%········
EPS CAGR 5Y 18.0%15.6%··········
Net Income YoY 30.7%8.9%12.4%31.5%8.6%18.6%······
Net Income CAGR 3Y 17.0%17.2%17.1%19.2%········
Net Income CAGR 5Y 17.9%15.7%··········
Dividends Paid CAGR 5Y 11.6%9.5%··········
Valuasi (TTM) 16
Metrik Tren 202620252024202320222021202020192018201720162015
Revenue TTM $17.56B$15.94B$14.86B$15.09B$12.95B$8.71B$9.18B$9.35B$8.39B$7.51B$7.12B$7.77B
Net Income TTM $714M$547M$502M$447M$340M$313M$264M$204M$318M$177M$226M$181M
Market Cap $30.34B$17.17B$11.83B$8.53B$7.47B$8.21B$5.57B$4.85B$3.56B$4.34B$4.37B·
Enterprise Value $32.25B$19.35B$13.26B$9.82B$9.00B$9.24B$6.78B$6.09B$4.82B$5.19B$5.14B·
P/E 42.931.623.819.222.126.521.324.011.625.019.517.8
P/S 1.71.10.80.60.60.90.60.50.40.60.6·
P/B 7.74.93.93.23.34.23.43.42.83.64.0·
P / Tangible Book 11.37.65.04.24.64.63.8·····
P / Cash Flow 22.015.713.29.79.510.211.19.18.59.59.4·
P / FCF 42.029.431.921.016.222.685.335.7-22.6167.960.9·
EV / FCF 44.733.135.724.219.525.5103.844.8-30.6200.671.5·
EV / Revenue 1.81.20.90.70.71.10.70.70.60.70.7·
Dividend Yield 0.27%0.42%0.53%0.65%0.69%0.58%0.82%0.85%1.1%0.85%0.77%·
Earnings Yield 2.3%3.2%4.2%5.2%4.5%3.8%4.7%4.2%8.6%4.0%5.1%5.6%
Payout Ratio 11.6%13.2%12.5%12.4%15.1%15.3%17.4%20.3%12.2%20.7%14.8%·
Annual Payout $83M$72M$63M$56M$51M$48M$46M$41M$39M$37M$34M$30M

Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·

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

16
Metrik 2026-04-302025-04-302024-04-302023-04-302022-04-30
Pendapatan $17.56B $15.94B $14.86B $15.09B $12.95B
Laba Bersih $714M $547M $502M $447M $340M
EPS Dilusian $19.16 $14.64 $13.43 $11.91 $9.10

Pemilik institusional (13F) 1.149 pengaju · $27.9B 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 1.149
Nilai yang dipegang $27.9B
Posisi baru 203
Posisi yang keluar 68
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
203 (+5 vs Kuartal sebelumnya) 68 (+2 vs Kuartal sebelumnya) 354 (+6 vs Kuartal sebelumnya) 387 (+75 vs Kuartal sebelumnya) +1.5M

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. $2.759.895.397 3.472.484 9,90% Saham
VANGUARD GROUP INC $2.060.731.702 3.728.414 7,39% Saham
VANGUARD CAPITAL MANAGEMENT LLC $1.919.192.924 2.414.717 6,88% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $1.447.672.630 1.821.453 5,19% Saham
STATE STREET CORP $1.397.889.369 1.758.816 5,01% Saham
GEODE CAPITAL MANAGEMENT, LLC $858.607.359 1.084.171 3,08% Saham
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $663.202.183 834.437 2,38% Saham
JPMORGAN CHASE & CO $633.800.707 810.594 2,27% Saham
FRANKLIN RESOURCES INC $614.878.156 773.636 2,21% Saham
MORGAN STANLEY $506.041.294 636.693 1,82% Saham
GOLDMAN SACHS GROUP INC $503.296.640 633.245 1,81% Saham
Invesco Ltd. $478.572.061 602.136 1,72% Saham
FMR LLC $470.113.963 591.494 1,69% Saham
Nuveen, LLC $466.608.120 587.084 1,67% Saham
NORGES BANK $394.048.139 495.789 1,41% Saham
MARSHALL WACE, LLP $338.663.198 426.104 1,21% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $332.943.890 418.908 1,19% Saham
Capital World Investors $329.961.837 415.156 1,18% Saham
RAYMOND JAMES FINANCIAL INC $300.315.025 377.854 1,08% Saham
WELLINGTON MANAGEMENT GROUP LLP $290.768.358 365.843 1,04% Saham
ENVESTNET ASSET MANAGEMENT INC $288.703.185 363.245 1,04% Saham
AMERIPRISE FINANCIAL INC $286.162.710 359.583 1,03% Saham
BANK OF AMERICA CORP /DE/ $281.871.925 354.650 1,01% Saham
Bank of New York Mellon Corp $281.010.607 353.566 1,01% Saham
Qube Research & Technologies Ltd $278.403.015 350.285 1,00% Saham
Clearbridge Investments, LLC $275.693.282 346.876 0,99% Saham
JANUS HENDERSON GROUP PLC $268.738.683 369.218 0,96% Saham
DIMENSIONAL FUND ADVISORS LP $266.675.313 335.571 0,96% Saham
NORTHERN TRUST CORP $255.488.425 321.454 0,92% Saham
VANGUARD FIDUCIARY TRUST CO $168.351.623 211.819 0,60% Saham
STIFEL FINANCIAL CORP $166.291.608 209.186 0,60% Saham
AQR CAPITAL MANAGEMENT LLC $164.522.445 213.943 0,59% Saham
Corient Private Wealth LP $163.768.635 206.053 0,59% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $138.299.000 174.007 0,50% Saham
AustralianSuper Pty Ltd $132.463.675 166.665 0,48% Saham
UBS Group AG $128.642.325 161.857 0,46% Saham
BRIDGES INVESTMENT MANAGEMENT INC $123.780.595 155.740 0,44% Saham
TD Asset Management Inc $118.887.073 149.583 0,43% Saham
Man Group plc $110.475.015 138.999 0,40% Saham
Quantinno Capital Management LP $106.871.733 134.465 0,38% Saham
VICTORY CAPITAL MANAGEMENT INC $106.519.346 134.022 0,38% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $100.867.594 126.911 0,36% Saham
PNC Financial Services Group, Inc. $98.372.096 123.771 0,35% Saham
AMERICAN CENTURY COMPANIES INC $97.914.949 123.196 0,35% Saham
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $95.603.716 120.288 0,34% Saham
WORLDQUANT MILLENNIUM ADVISORS LLC $95.172.129 119.745 0,34% Saham
Amundi $94.022.862 118.299 0,34% Saham
DEUTSCHE BANK AG\ $92.590.651 116.497 0,33% Saham
Vontobel Holding Ltd. $91.757.713 115.449 0,33% Saham
CONGRESS ASSET MANAGEMENT CO $91.255.195 114.817 0,33% Saham

Tampilkan semua 1.149 pemilik institusional →

Aktivis & pemilik 5%+ 2 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
S.A.C. Capital Advisors, L.P., S.A.C. Capital Advisors, Inc., S.A.C. Capital Associates, LLC, Sigma Capital Management, LLC, Steven A. Cohen ×4 pengajuan 9 Feb. 2011 · Pengajuan awal · SEC
Orang pelapor yang tidak diungkapkan 9 Jan. 2002 · Pengajuan awal Investasi pasif 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 41 orang dalam · 17 pejabat · 26 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Darren M Rebelez President and CEO 7 Juli 2026 S 89.174 0 20 $-15.227.688
Terry W Handley President and CEO 12 Juni 2019 M 35.472 0 0 $0
Stephen P Bramlage JR Chief Financial Officer 8 Juli 2026 S 29.677 0 1 $-4.777.512
William J Walljasper Senior VP and CFO 17 Maret 2020 M 21.581 0 0 $0
Jamie H Shaffer Chief Financial Officer 8 Des. 2003 M 0 0 0 $0
Williams Ena Koschel Chief Operating Officer 9 Juli 2026 S 21.969 0 2 $-4.689.932
Katrina S Lindsey Chief Legal Officer 30 Juni 2026 G 6.164 0 2 $-1.736.608
Chad Michael Frazell Chief HR Officer 30 Juni 2026 S 9.823 0 2 $-2.372.711
Thomas P Brennan JR Chief Merch. Officer 15 Juni 2026 M 14.171 0 0 $0
Adrian M Butler Chief Information Officer 15 Juni 2022 M 558 0 0 $0
Julia L Jackowski Chief Legal Officer, Secretary 6 Juli 2021 S 16.891 0 0 $0
Brian Joseph Johnson SVP, IR & Bus. Dev. 4 Jan. 2021 M 13.212 0 0 $0
John C Soupene SVP, Operational Excellence 15 Juni 2020 M 9.457 0 0 $0
Christopher Lewis Jones Chief Marketing Officer 2 Juni 2020 A · 0 0 $0
Cindi Webb Summers SVP, Human Resources 4 Juni 2019 A 4.953 0 0 $0
Sam J Billmeyer Senior Vice President 23 Juni 2016 F 13.153 0 0 $0
John G Harmon Senior VP and Secretary 27 Juni 2007 M 0 0 0 $0
Moats Maria Castanon Direktur 2 Sep. 2026 A 1.129 1 0 $166.398
Sri Donthi Direktur 2 Sep. 2026 M 2.021 0 0 $0
Donald Frieson Direktur 2 Sep. 2026 M 3.922 0 0 $0
Mike Spanos Direktur 2 Sep. 2026 M 5.084 2 0 $399.004
Cara Kay Heiden Direktur 2 Sep. 2026 M 9.869 0 0 $0
Allison M. Wing Direktur 2 Sep. 2026 M 3.379 0 1 $-443.917
Stanley J Sutula III Direktur 2 Sep. 2026 M 51 0 0 $0
Judy Schmeling Direktur 2 Sep. 2026 M 5.314 0 0 $0
Greg Trojan Direktur 2 Sep. 2026 M 2.585 0 0 $0
David K Lenhardt Direktur 2 Sep. 2026 M 5.380 0 0 $0
Larree M Renda Direktur 2 Sep. 2026 M 7.837 0 0 $0
Lynn H Horak Direktur 6 Sep. 2023 M 16.136 0 0 $0
Diane C Bridgewater Direktur 6 Sep. 2023 M 12.029 0 0 $0
Robert J Myers Direktur 10 Okt. 2017 G 80.136 0 0 $0
Jeffrey M Lamberti Direktur 28 Sep. 2017 A 31.885 0 0 $0
Johnny Danos Direktur 28 Sep. 2017 A 14.224 0 0 $0
William C Kimball Direktur 28 Sep. 2017 A 19.951 0 0 $0
Richard A Wilkey Direktur 21 Sep. 2016 P 340 0 0 $0
Kenneth H Haynie Direktur 24 Agu 2015 G 26.962 0 0 $0
Patricia Clare Sullivan Direktur 1 Mei 2009 A 3.780 0 0 $0
Ronald M Lamb Direktur 1 Mei 2009 A 709.470 0 0 $0
LAMBERTI DONALD F Direktur 12 Maret 2008 S 1.851.926 0 0 $0
John R Fitzgibbon Direktur 1 Mei 2007 A 100.000 0 0 $0
John P Taylor Direktur 18 Sep. 2006 M 0 0 0 $0

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

Kepemilikan ETF Dimiliki oleh 113 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
PSL · Invesco Exchange-Traded Fund Trust 4,00% 5.045 SH 1 Okt. 2026 Harian
FXG · First Trust Exchange-Traded AlphaDE… 3,57% 9.390 NS 31 Juli 2026 N-PORT
NEWZ · EA Series Trust 3,38% 758 NS 31 Juli 2026 N-PORT
RSPS · Invesco Exchange-Traded Fund Trust 3,05% 21.322 SH 1 Okt. 2026 Harian
NUMG · Nushares ETF Trust 2,63% 10.547 NS 31 Juli 2026 N-PORT
SAWG · ETF Series Solutions 2,05% 68 NS 31 Juli 2026 N-PORT
YOKE · EA Series Trust 1,53% 4.091 NS 31 Juli 2026 N-PORT
LSEQ · Harbor ETF Trust 1,33% 233 NS 31 Juli 2026 N-PORT
FSTA · FIDELITY COVINGTON TRUST 1,22% 19.768 NS 31 Juli 2026 N-PORT
QQQJ · Invesco Exchange-Traded Fund Trust … 1,14% 21.847 SH 1 Okt. 2026 Harian
VDC · VANGUARD WORLD FUND 1,13% 130.763 SH 19 Agu 2026 Harian
IYK · iShares Trust 1,07% 23.625 SH 11 Sep. 2026 Harian
NULG · Nushares ETF Trust 0,96% 29.369 NS 31 Juli 2026 N-PORT
RETL · Direxion Shares ETF Trust 0,91% 290 NS 31 Juli 2026 N-PORT
QIDX · Spinnaker ETF Series 0,82% 364 NS 31 Juli 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,80% 489.615 SH 19 Agu 2026 Harian
INFO · Harbor ETF Trust 0,70% 6.795 NS 31 Juli 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,70% 16.213 NS 31 Juli 2026 N-PORT
KXI · iShares Trust 0,63% 10.628 SH 11 Sep. 2026 Harian
IWP · iShares Trust 0,60% 183.855 SH 11 Sep. 2026 Harian
PDP · Invesco Exchange-Traded Fund Trust 0,58% 13.936 SH 1 Okt. 2026 Harian
FSMD · FIDELITY COVINGTON TRUST 0,54% 15.661 NS 31 Juli 2026 N-PORT
ESMV · iShares Trust 0,54% 67 SH 11 Sep. 2026 Harian
QLV · FlexShares Trust 0,54% 1.008 NS 31 Juli 2026 N-PORT
EGUS · iShares Trust 0,45% 200 SH 11 Sep. 2026 Harian
RPG · Invesco Exchange-Traded Fund Trust 0,45% 14.376 SH 1 Okt. 2026 Harian
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,39% 2.102 NS 31 Juli 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,38% 2.016 NS 31 Juli 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0,35% 847.647 SH 19 Agu 2026 Harian
ROUS · Lattice Strategies Trust 0,33% 2.703 NS 31 Juli 2026 N-PORT
SUSA · iShares Trust 0,33% 21.306 SH 11 Sep. 2026 Harian
IMCG · iShares Trust 0,32% 20.439 SH 11 Sep. 2026 Harian
FDMO · FIDELITY COVINGTON TRUST 0,29% 3.042 NS 31 Juli 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,29% 8.255 NS 31 Juli 2026 N-PORT
LGDX · Tidal Trust III 0,25% 405 NS 31 Juli 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,23% 1.359 SH 19 Agu 2026 Harian
DFLV · Dimensional ETF Trust 0,22% 16.994 NS 31 Juli 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,20% 310.941 SH 1 Okt. 2026 Harian
ESGU · iShares Trust 0,19% 52.873 SH 11 Sep. 2026 Harian
EQAL · Invesco Exchange-Traded Fund Trust … 0,18% 2.289 SH 1 Okt. 2026 Harian
IWR · iShares Trust 0,17% 151.194 SH 11 Sep. 2026 Harian
MTUM · iShares Trust 0,17% 65.583 SH 11 Sep. 2026 Harian
IMCB · iShares Trust 0,16% 4.325 SH 11 Sep. 2026 Harian
EUSA · iShares, Inc. 0,15% 4.667 SH 11 Sep. 2026 Harian
DFVX · Dimensional ETF Trust 0,15% 909 NS 31 Juli 2026 N-PORT
SIZE · iShares Trust 0,14% 953 SH 11 Sep. 2026 Harian
XOEF · iShares Trust 0,13% 47 SH 11 Sep. 2026 Harian
VIG · VANGUARD SPECIALIZED FUNDS 0,13% 208.809 SH 19 Agu 2026 Harian
VFMO · VANGUARD WELLINGTON FUND 0,12% 2.944 SH 19 Agu 2026 Harian
SPMO · Invesco Exchange-Traded Fund Trust … 0,11% 43.375 SH 1 Okt. 2026 Harian
DFSU · Dimensional ETF Trust 0,10% 2.685 NS 31 Juli 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,10% 1.772 NS 31 Juli 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0,09% 13.924 SH 1 Okt. 2026 Harian
PFM · Invesco Exchange-Traded Fund Trust 0,08% 1.052 SH 1 Okt. 2026 Harian
VOOG · VANGUARD ADMIRAL FUNDS 0,08% 27.496 SH 19 Agu 2026 Harian
VONG · VANGUARD SCOTTSDALE FUNDS 0,08% 51.644 SH 19 Agu 2026 Harian
EGLE · Global X Funds 0,08% 2 NS 31 Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,08% 3.022 NS 31 Juli 2026 N-PORT
GLBL · Pacer Funds Trust 0,08% 1 NS 31 Juli 2026 N-PORT
DYNF · BlackRock ETF Trust 0,07% 48.256 SH 11 Sep. 2026 Harian
PEVC · Pacer Funds Trust 0,07% 2 NS 31 Juli 2026 N-PORT
ILCG · iShares Trust 0,07% 3.579 SH 11 Sep. 2026 Harian
DXUV · Dimensional ETF Trust 0,07% 450 NS 31 Juli 2026 N-PORT
HDUS · Lattice Strategies Trust 0,07% 161 NS 31 Juli 2026 N-PORT
CHRI · Global X Funds 0,07% 6 NS 31 Juli 2026 N-PORT
IVW · iShares Trust 0,07% 78.805 SH 11 Sep. 2026 Harian
IWF · iShares Trust 0,06% 122.521 SH 11 Sep. 2026 Harian
IUSG · iShares Trust 0,06% 32.514 SH 11 Sep. 2026 Harian
XYLG · Global X Funds 0,06% 41 NS 31 Juli 2026 N-PORT
XYLD · Global X Funds 0,05% 2.023 NS 31 Juli 2026 N-PORT
XTR · Global X Funds 0,05% 3 NS 31 Juli 2026 N-PORT
DFAU · Dimensional ETF Trust 0,05% 7.613 NS 31 Juli 2026 N-PORT
DFUV · Dimensional ETF Trust 0,05% 9.166 NS 31 Juli 2026 N-PORT
PTLC · Pacer Funds Trust 0,05% 1.888 NS 31 Juli 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0,05% 959.593 SH 19 Agu 2026 Harian
VOTE · TCW ETF Trust 0,05% 625 NS 31 Juli 2026 N-PORT
XRMI · Global X Funds 0,05% 28 NS 31 Juli 2026 N-PORT
XCLR · Global X Funds 0,05% 2 NS 31 Juli 2026 N-PORT
DFUS · Dimensional ETF Trust 0,05% 11.516 NS 31 Juli 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,05% 2.984 NS 31 Juli 2026 N-PORT
DFAC · Dimensional ETF Trust 0,05% 25.360 NS 31 Juli 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0,05% 139 NS 31 Juli 2026 N-PORT
QDPL · Pacer Funds Trust 0,05% 882 NS 31 Juli 2026 N-PORT
TOPC · iShares Trust 0,04% 22 SH 11 Sep. 2026 Harian
QVML · Invesco Exchange-Traded Fund Trust … 0,04% 1.118 SH 1 Okt. 2026 Harian
HCMT · Direxion Shares ETF Trust 0,04% 259 NS 31 Juli 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,04% 1.173.516 SH 19 Agu 2026 Harian
VONE · VANGUARD SCOTTSDALE FUNDS 0,04% 6.081 SH 19 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,04% 3.103 SH 19 Agu 2026 Harian
TOV · EA Series Trust 0,04% 134 NS 31 Juli 2026 N-PORT
XVV · iShares Trust 0,04% 425 SH 11 Sep. 2026 Harian
SPXL · Direxion Shares ETF Trust 0,04% 2.890 NS 31 Juli 2026 N-PORT
IVV · iShares Trust 0,04% 466.158 SH 11 Sep. 2026 Harian
ILCB · iShares Trust 0,04% 719 SH 11 Sep. 2026 Harian
PBP · Invesco Exchange-Traded Fund Trust 0,03% 222 SH 1 Okt. 2026 Harian
IUS · Invesco Exchange-Traded Self-Indexe… 0,03% 544 SH 1 Okt. 2026 Harian
PBUS · Invesco Exchange-Traded Fund Trust … 0,03% 6.400 SH 1 Okt. 2026 Harian
IWB · iShares Trust 0,03% 25.712 SH 11 Sep. 2026 Harian
IYY · iShares Trust 0,03% 1.587 SH 11 Sep. 2026 Harian
TILT · FlexShares Trust 0,03% 810 NS 31 Juli 2026 N-PORT
IWV · iShares Trust 0,03% 10.299 SH 11 Sep. 2026 Harian
PRF · Invesco Exchange-Traded Fund Trust 0,03% 5.065 SH 1 Okt. 2026 Harian
ITOT · iShares Trust 0,03% 47.868 SH 11 Sep. 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,03% 31.318 SH 19 Agu 2026 Harian
PHDG · Invesco Actively Managed Exchange-T… 0,03% 29 SH 1 Okt. 2026 Harian
TOK · iShares Trust 0,03% 102 SH 11 Sep. 2026 Harian
IWS · iShares Trust 0,03% 6.370 SH 11 Sep. 2026 Harian
URTH · iShares, Inc. 0,03% 3.376 SH 11 Sep. 2026 Harian
ACWI · iShares Trust 0,02% 12.015 SH 11 Sep. 2026 Harian
DGRO · iShares Trust 0,02% 11.609 SH 11 Sep. 2026 Harian
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 2.578 SH 19 Agu 2026 Harian
IWD · iShares Trust 0,01% 9.479 SH 11 Sep. 2026 Harian
SMLF · iShares Trust · 15.586 SH 11 Sep. 2026 Harian

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

21
peringkat · 27 analis BELI
Target median $775.00 +25,5%
9 33,3% Beli Kuat
10 37,0% Beli
8 29,6% Tahan
0 0,0% Jual
0 0,0% Jual Kuat

Target Harga 12 Bulan

19 analis · 2026-10-03

Target rata-rata $790.53 +28,0%

← Di bawah semua target Harga saat ini $617.76
Rendah$687.00 Rata-rata$790.53 Tinggi$933.00

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
CASY $30.34B 42.9 10.2% 4.1% 18.4% ·
KR · 40.8 0.35% 0.69% 14.3% ·
CART $10.92B 28.1 10.8% 11.9% 15.4% 73.7%
SFM $7.64B 15.0 14.1% 5.9% 38.0% 38.8%
ACI $10.75B 44.8 3.5% 0.26% 8.8% 27.2%
WMK $1.61B 17.8 3.5% 1.9% 7.0% 25.0%
IMKTA · · -5.4% · · ·
YSWY · · · · · ·
GO $998M -4.4 7.3% -4.8% -20.7% 30.3%
NGVC $918M 20.0 7.2% 3.5% 22.9% 29.9%
VLGEA · · 3.8% · · ·

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

23

Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan

25

Tidak ada sinyal terbuka saat ini — tidak ada kartu yang terisi, dan itu jujur.

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 Sep 8, 2026