PFG Principal Financial Group Inc - Common Stock
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Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.
Baca selengkapnya
Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.
History
PFG was first founded under the name Bankers Life Insurance Company. Bankers Life Insurance Company was founded by wealthy Des Moines bankers, including Edward Temple, Simon Casady, and Phineas M. Casady. The bank was founded in 1879 with Temple as president and Phineas Casady as vice president.
In 2019, Principal purchased Wells Fargo's institutional retirement and trust business (including 401k, pension, executive deferred compensation, employee stock ownership plans and asset advice business) for $1.2 billion. The deal was financed with cash and senior debt financing.
In 2021, activist investor firm Elliott Investment Management took a stake in Principal, saying it will push for changes at the company. Talks with Elliott resulted in the February 2021 announcement of two new independent directors to its board of directors.
In 2024, Principal agreed to acquire the employee stock-option plan (ESOP) business from Ascensus. The transaction was expected to add 800 plans and over 165,000 participants to Principal's book of business.
Business operations
Four segments comprise the company: Retirement and Income Solutions, Principal Global Investors, Principal International, and Benefits & Protection.
As of December 2021, Principal employed 18,600 employees worldwide, with 7,100 of those based outside the U.S. The company employs roughly 9,000 people in Des Moines, Iowa, and owns and operates several buildings in the downtown area. The tallest, known as 801 Grand, is 45 stories tall (192m/630 ft), and houses many other companies in addition to Principal. Its Global Delivery center, Principal Global Services, in Pune, Maharashtra, India.
Principal also has a lobbyist registered in the Iowa Legislature since December 2016. He is designated to lobby the Executive Branch of the Government of Iowa.
Eddie
Eddie was the lead and central character in the marketing campaign of the Principal Financial Group from 2005 to 2015. Eddie's television and print ads often depicted him facing challenges and using the Principal Edge logo to solve his financial, business, and everyday life problems. Eddie retired in 2015 in preparation for the company's new logo that debuted in 2016.
Naming rights
Principal owns the naming rights to Principal Riverwalk, Principal Park and The Principal Charity Classic in Des Moines.
Management
On August 20, 2020, the company announced that Ken McCullum would become the new chief risk officer, following the retirement of Julia Lawler.
In January 2025, Deanna Strable succeeded Dan Houston as the firm's president and CEO. Previously Strable had served as president and chief operating officer. As part of the transition, Houston was named executive chair of the board of directors.
Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗
PFG Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
PFG Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
| Tanggal ex-dividen | Jumlah |
|---|---|
| 1 Juni 2026 | $0,8200 |
| 11 Maret 2026 | $0,8000 |
| 3 Des. 2025 | $0,7900 |
| 4 Sep. 2025 | $0,7800 |
| 2 Juni 2025 | $0,7600 |
| 12 Maret 2025 | $0,7500 |
| 2 Des. 2024 | $0,7300 |
| 5 Sep. 2024 | $0,7200 |
| 3 Juni 2024 | $0,7100 |
| 11 Maret 2024 | $0,6900 |
| 30 Nov. 2023 | $0,6700 |
| 6 Sep. 2023 | $0,6500 |
| 31 Mei 2023 | $0,6400 |
| 14 Maret 2023 | $0,6400 |
| 30 Nov. 2022 | $0,6400 |
| 7 Sep. 2022 | $0,6400 |
| 1 Juni 2022 | $0,6400 |
| 9 Maret 2022 | $0,6400 |
| 30 Nov. 2021 | $0,6400 |
| 31 Agu 2021 | $0,6300 |
PFG Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
- Beli Kuat 0 0,0%
- Beli 2 8,7%
- Tahan 14 60,9%
- Jual 6 26,1%
- Jual Kuat 1 4,3%
Target Harga 12 Bulan
12 analis · 2026-08-19Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $2.50 | $2.36 | 0.14% |
| 31 Maret 2026 | $2.07 | $2.02 | 0.05% |
| 31 Des. 2025 | $2.19 | $2.25 | -0.06% |
| 30 Sep. 2025 | $2.10 | $2.22 | -0.12% |
| 30 Juni 2025 | $2.16 | $1.99 | 0.17% |
| 31 Maret 2025 | $1.81 | $1.84 | -0.03% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | — |
| MET | $51.73B | 16.8 | 8.6% | 4.4% | 12.1% | — |
| AFL | $57.20B | 16.2 | -9.3% | 21.2% | 12.9% | — |
| PRU | — | — | — | — | — | — |
| UNM | — | — | — | — | — | — |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | — |
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | — |
| OSCR | — | -8.5 | 27.5% | -3.8% | -44.5% | — |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | — |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | — |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 8
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B | $14.74B | $16.22B | $14.24B | $14.09B | $12.39B | $11.96B | $10.48B | |
| Income Tax | $160M | $292M | $69M | $1.19B | $284M | $265M | $249M | $231M | $-72M | $230M | $178M | $318M | |
| Net Income | $1.19B | $1.57B | $623M | $4.76B | $1.58B | $1.40B | $1.39B | $1.55B | $2.31B | $1.32B | $1.23B | $1.14B | |
| EPS (Basic) | $5.32 | $6.77 | $2.58 | $18.94 | $5.87 | $5.08 | $5.00 | $5.41 | $8.00 | $4.55 | $4.11 | $3.70 | |
| EPS (Diluted) | $5.25 | $6.68 | $2.55 | $18.63 | $5.79 | $5.05 | $4.96 | $5.36 | $7.88 | $4.50 | $4.06 | $3.65 | |
| Shares (Basic) | 222,800,000 | 232,000,000 | 241,300,000 | 251,100,000 | 269,000,000 | 274,700,000 | 278,600,000 | 285,800,000 | 288,900,000 | 289,400,000 | 294,400,000 | 294,700,000 | |
| Shares (Diluted) | 225,700,000 | 235,300,000 | 244,600,000 | 255,300,000 | 272,900,000 | 276,600,000 | 281,000,000 | 288,800,000 | 293,100,000 | 292,700,000 | 298,000,000 | 298,700,000 | |
| EBITDA | $251M | $256M | $273M | $296M | $275M | $252M | $227M | $205M | $196M | $187M | $193M | $170M |
Neraca 18
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4.43B | $4.21B | $4.71B | $4.85B | $2.33B | $2.85B | $2.52B | $2.98B | $2.47B | $2.72B | $2.56B | $1.86B | |
| PP&E (Net) | · | · | · | · | · | · | $968M | $767M | $760M | $699M | $634M | $590M | |
| Goodwill | $1.60B | $1.55B | $1.61B | $1.60B | $1.63B | $1.71B | $1.69B | $1.10B | $1.07B | $1.02B | $1.01B | $1.01B | |
| Intangibles | $1.27B | $1.39B | $1.47B | $1.53B | $1.60B | $1.72B | $1.79B | $1.32B | $1.31B | $1.33B | $1.36B | $1.32B | |
| Total Assets | $341.38B | $313.66B | $305.05B | $290.87B | $304.66B | $296.63B | $276.09B | $243.04B | $253.94B | $228.01B | $218.66B | $219.09B | |
| Short-term Debt | $28M | $153M | $61M | $81M | $80M | $85M | $93M | $43M | $40M | $51M | $181M | $28M | |
| Deferred Tax | $1.86B | $1.71B | $1.61B | $1.32B | $2.32B | $2.33B | $1.80B | $958M | $1.09B | $972M | $697M | $1.04B | |
| Total Liabilities | $328.99B | $302.19B | $293.84B | $280.59B | $288.20B | $279.75B | $261.14B | $231.19B | $240.92B | $217.62B | $209.20B | $208.80B | |
| Long-term Debt | $3.93B | $3.96B | $3.93B | $4.00B | $4.28B | $4.28B | $3.73B | $3.26B | $3.18B | $3.13B | $3.27B | $2.53B | |
| Total Debt | $28M | $153M | $61M | $81M | $80M | $85M | $93M | $43M | $40M | $51M | $181M | $28M | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $11.28B | $11.10B | $10.91B | $10.74B | $10.49B | $10.32B | $10.18B | $10.06B | $9.93B | $9.69B | $9.54B | $9.95B | |
| Retained Earnings | $18.07B | $17.58B | $16.68B | $16.70B | $12.88B | $11.84B | $11.07B | $10.29B | $9.48B | $7.72B | $6.88B | $6.11B | |
| Treasury Stock | $13.28B | $12.38B | $11.34B | $10.59B | $8.93B | $7.99B | $7.68B | $7.40B | $6.73B | $6.51B | $6.23B | $5.93B | |
| AOCI | $-4.19B | $-5.22B | $-5.35B | $-6.88B | $1.61B | $2.38B | $1.04B | $-1.57B | $166M | $-675M | $-882M | $50M | |
| Stockholders' Equity | $11.88B | $11.09B | $10.92B | $9.98B | $16.07B | $16.56B | $14.62B | $11.39B | $12.85B | $10.23B | $9.31B | $10.18B | |
| Liabilities + Equity | $341.38B | $313.66B | $305.05B | $290.87B | $304.66B | $296.63B | $276.09B | $243.04B | $253.94B | $228.01B | $218.66B | $219.09B | |
| Shares Outstanding | 217,380,912 | 226,225,161 | 236,438,294 | 243,549,782 | 261,700,000 | 273,300,000 | 276,600,000 | 279,500,000 | 289,000,000 | 287,700,000 | 291,400,000 | 293,900,000 |
Arus Kas 16
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $251M | $256M | $273M | $296M | $275M | $252M | $227M | $205M | $196M | $187M | $193M | $170M | |
| Stock-based Comp | $110M | $109M | $99M | $91M | $96M | $87M | $83M | $77M | $83M | $84M | $84M | $75M | |
| Deferred Tax | $-102M | $7M | $-57M | $1.18B | $117M | $192M | $157M | $231M | $-133M | $174M | $-41M | $167M | |
| Amort. of Intangibles | $73M | $66M | $69M | $71M | $75M | $74M | $63M | $54M | $45M | $44M | $42M | $50M | |
| Other Non-cash | $3.09B | $2.66B | $2.85B | $-3.23B | $977M | $1.81B | $3.63B | $3.10B | $1.73B | $2.10B | $2.91B | $1.55B | |
| Operating Cash Flow | $4.54B | $4.60B | $3.79B | $3.17B | $3.25B | $3.71B | $5.49B | $5.16B | $4.19B | $3.86B | $4.38B | $3.10B | |
| Investing Cash Flow | $-4.14B | $-5.40B | $-1.35B | $1.06B | $-5.69B | $-5.00B | $-7.69B | $-5.70B | $-4.05B | $-5.15B | $-3.17B | · | |
| Debt Issued | · | $22M | $692M | $15M | · | $609M | $505M | $81M | $3M | $656M | $805M | $38M | |
| Net Debt Issued | $-400M | $22M | $-72M | $-287M | $-2M | $543M | $473M | $80M | $-54M | $-143M | $752M | $-62M | |
| Stock Issued | $44M | $68M | $58M | $182M | $87M | $43M | $38M | $64M | $162M | $38M | $76M | $78M | |
| Stock Repurchased | $903M | $1.04B | $740M | $1.66B | $937M | $307M | $281M | $672M | $220M | $277M | $301M | $223M | |
| Net Stock Activity | $-859M | $-975M | $-683M | $-1.48B | $-850M | $-264M | $-243M | $-608M | $-58M | $-240M | $-224M | $-145M | |
| Dividends Paid | $684M | $658M | $626M | $642M | $654M | $614M | $606M | $599M | $540M | $465M | $441M | $377M | |
| Financing Cash Flow | $-182M | $300M | $-2.59B | $-1.72B | $1.92B | $1.62B | $1.73B | $1.05B | $-384M | $1.45B | $-509M | · | |
| Net Change in Cash | $219M | $-496M | $-140M | $2.52B | $-518M | $334M | $-462M | $507M | $-249M | $155M | $701M | $-508M | |
| Taxes Paid | $221M | $118M | $68M | $142M | $110M | $-172M | $-8M | $-96M | $79M | $179M | $130M | $74M |
Profitabilitas 4
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 7.6% | 9.7% | 4.6% | 27.5% | 12.0% | 9.5% | 8.6% | 10.9% | 16.4% | 10.6% | 10.3% | 10.9% | |
| EBITDA Margin | 1.6% | 1.6% | 2.0% | 1.7% | 1.9% | 1.7% | 1.4% | 1.4% | 1.4% | 1.5% | 1.6% | 1.6% | |
| ROA | 0.36% | 0.51% | 0.21% | 1.6% | 0.57% | 0.49% | 0.54% | 0.62% | 0.96% | 0.59% | 0.56% | 0.54% | |
| ROE | 10.3% | 14.3% | 6.0% | 36.9% | 10.5% | 8.9% | 10.7% | 12.8% | 20.0% | 13.5% | 12.7% | 11.5% |
Likuiditas & Solvabilitas 1
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Efisiensi 1
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.1 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 |
Tingkat Pertumbuhan 10
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -3.1% | 18.0% | -22.1% | 21.5% | -2.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.8% | 3.8% | -2.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -21.4% | 162.0% | -86.3% | 221.8% | 14.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -34.4% | 4.9% | -20.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 0.78% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -24.6% | 152.1% | -86.9% | 201.0% | 13.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -37.1% | -0.19% | -23.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 2.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuasi (TTM) 15
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B | $14.74B | $16.22B | $14.24B | $14.09B | $12.39B | $11.96B | $10.48B | |
| Net Income TTM | $1.19B | $1.57B | $623M | $4.76B | $1.58B | $1.40B | $1.39B | $1.55B | $2.31B | $1.32B | $1.23B | $1.14B | |
| Market Cap | $19.18B | $17.51B | $18.60B | $20.43B | $18.93B | $13.56B | $15.21B | $12.35B | $20.39B | $16.65B | $13.11B | $15.27B | |
| Enterprise Value | $14.77B | $13.45B | $13.95B | $15.67B | $16.68B | $10.79B | $12.79B | $9.41B | $17.96B | $13.98B | $10.72B | $13.43B | |
| P/E | 16.8 | 11.6 | 30.9 | 4.5 | 12.5 | 9.8 | 11.1 | 8.2 | 9.0 | 12.9 | 11.1 | 14.2 | |
| P/S | 1.2 | 1.1 | 1.4 | 1.2 | 1.3 | 0.9 | 0.9 | 0.9 | 1.4 | 1.3 | 1.1 | 1.5 | |
| P/B | 1.6 | 1.6 | 1.7 | 2.0 | 1.2 | 0.8 | 1.0 | 1.1 | 1.6 | 1.6 | 1.4 | 1.5 | |
| P / Tangible Book | 2.1 | 2.1 | 2.4 | 3.0 | 1.5 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 4.2 | 3.8 | 4.9 | 6.4 | 5.9 | 3.6 | 2.8 | 2.4 | 4.9 | 4.3 | 3.0 | 4.9 | |
| EV / EBITDA | 58.8 | 52.5 | 51.2 | 52.9 | 60.6 | 42.8 | 56.4 | 45.9 | 91.8 | 74.9 | 55.6 | 79.2 | |
| EV / Revenue | 0.9 | 0.8 | 1.0 | 0.9 | 1.2 | 0.7 | 0.8 | 0.7 | 1.3 | 1.1 | 0.9 | 1.3 | |
| Dividend Yield | 3.6% | 3.8% | 3.4% | 3.1% | 3.5% | 4.5% | 4.0% | 4.9% | 2.6% | 2.8% | 3.4% | 2.5% | |
| Earnings Yield | 5.9% | 8.6% | 3.2% | 22.2% | 8.0% | 10.2% | 9.0% | 12.1% | 11.2% | 7.8% | 9.0% | 7.0% | |
| Payout Ratio | 57.7% | 41.9% | 100.4% | 13.4% | 38.2% | 44.0% | 43.5% | 38.7% | 23.4% | 35.3% | 35.7% | 32.9% | |
| Annual Payout | $684M | $658M | $626M | $642M | $654M | $614M | $606M | $599M | $540M | $465M | $441M | $377M |
Laporan Laba Rugi 7
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.91B | $3.53B | $4.58B | $3.68B | $3.67B | $3.70B | $4.75B | $3.01B | $4.31B | $4.05B | $2.69B | $4.60B | $3.56B | $2.82B | $3.15B | $4.63B | |
| Income Tax | $66M | $69M | $110M | $14M | $70M | $-34M | $210M | $-100M | $87M | $95M | $-268M | $355M | $60M | $-78M | $-11M | $329M | |
| Net Income | $403M | $425M | $517M | $214M | $406M | $48M | $905M | $-220M | $353M | $532M | $-872M | $1.25B | $389M | $-140M | $-16M | $1.32B | |
| EPS (Basic) | $1.87 | $1.96 | $2.34 | $0.96 | $1.81 | $0.21 | $3.95 | $-0.95 | $1.51 | $2.26 | $-3.61 | $5.17 | $1.60 | $-0.58 | $-0.03 | $5.31 | |
| EPS (Diluted) | $1.84 | $1.93 | $2.30 | $0.95 | $1.79 | $0.21 | $3.92 | $-0.95 | $1.49 | $2.22 | $-3.55 | $5.10 | $1.58 | $-0.58 | $-0.04 | $5.22 | |
| Shares (Basic) | 215,900,000 | 217,200,000 | -449,400,000 | 222,400,000 | 224,100,000 | 225,700,000 | -468,500,000 | 230,700,000 | 233,800,000 | 236,000,000 | -485,900,000 | 241,100,000 | 242,700,000 | 243,400,000 | -508,900,000 | 248,000,000 | |
| Shares (Diluted) | 218,700,000 | 220,300,000 | -454,800,000 | 225,200,000 | 226,500,000 | 228,800,000 | -471,400,000 | 230,700,000 | 236,600,000 | 239,400,000 | -488,600,000 | 244,300,000 | 245,500,000 | 243,400,000 | -516,700,000 | 251,900,000 |
Neraca 17
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5.26B | $4.05B | $4.43B | $5.14B | $3.66B | $3.88B | $4.21B | $6.17B | $4.82B | $4.17B | · | $4.56B | $4.07B | $4.64B | · | $4.24B | |
| Goodwill | $1.60B | $1.59B | $1.60B | $1.58B | $1.58B | $1.57B | $1.55B | $1.60B | $1.57B | $1.57B | $1.61B | $1.59B | $1.64B | $1.64B | $1.60B | $1.55B | |
| Intangibles | $1.26B | $1.27B | $1.27B | $1.27B | $1.28B | $1.29B | $1.39B | $1.42B | $1.42B | $1.44B | · | $1.48B | $1.52B | $1.54B | · | $1.52B | |
| Total Assets | $352.75B | $332.70B | $341.38B | $334.49B | $323.10B | $313.00B | $313.66B | $322.86B | $308.78B | $308.68B | · | $287.95B | $299.19B | $299.41B | · | $282.58B | |
| Short-term Debt | $16M | $18M | $28M | $13M | $24M | $29M | $153M | $37M | $50M | $51M | · | $24M | $26M | $24M | · | $66M | |
| Deferred Tax | $1.93B | $1.86B | $1.86B | $1.79B | $1.77B | $1.79B | $1.71B | $1.77B | $1.74B | $1.73B | · | $1.48B | $1.41B | $1.42B | · | $1.08B | |
| Total Liabilities | $339.86B | $320.31B | $328.99B | $322.36B | $311.25B | $301.41B | $302.19B | $311.26B | $297.44B | $297.08B | · | $276.97B | $288.53B | $288.87B | · | $272.84B | |
| Long-term Debt | $4.32B | $3.93B | $3.93B | $3.92B | $3.92B | $4.32B | $3.96B | $3.93B | $3.93B | $3.93B | · | $3.93B | $3.99B | $4.69B | · | $3.98B | |
| Total Debt | $16M | $18M | · | $13M | $24M | $29M | · | $37M | $50M | $51M | · | $24M | $26M | $24M | · | $66M | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | |
| Paid-in Capital | $11.43B | $11.35B | $11.28B | $11.24B | $11.20B | $11.16B | $11.10B | $11.05B | $11.01B | $10.95B | · | $10.87B | $10.83B | $10.79B | · | $10.64B | |
| Retained Earnings | $18.54B | $18.32B | $18.07B | $17.73B | $17.69B | $17.46B | $17.58B | $16.85B | $17.24B | $17.05B | · | $17.72B | $16.63B | $16.40B | · | $17.21B | |
| Treasury Stock | $13.77B | $13.52B | $13.28B | $13.00B | $12.77B | $12.62B | $12.38B | $12.07B | $11.82B | $11.57B | · | $11.08B | $10.88B | $10.78B | · | $10.34B | |
| AOCI | $-4.07B | $-4.34B | $-4.19B | $-4.31B | $-4.71B | $-4.79B | $-5.22B | $-4.58B | $-5.41B | $-5.26B | · | $-6.84B | $-6.25B | $-6.20B | · | $-8.07B | |
| Stockholders' Equity | $12.14B | $11.82B | $11.88B | $11.67B | $11.42B | $11.22B | $11.09B | $11.24B | $11.01B | $11.19B | · | $10.67B | $10.34B | $10.22B | · | $9.45B | |
| Liabilities + Equity | $352.75B | $332.70B | $341.38B | $334.49B | $323.10B | $313.00B | $313.66B | $322.86B | $308.78B | $308.68B | · | $287.95B | $299.19B | $299.41B | · | $282.58B | |
| Shares Outstanding | 214,635,434 | 216,449,333 | 217,380,912 | 220,516,810 | 223,185,689 | 224,971,715 | 226,225,161 | 229,291,302 | 232,293,387 | 235,032,781 | · | 239,657,860 | 242,000,000 | 243,100,000 | · | 244,900,000 |
Arus Kas 10
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $2.08B | $187M | $1.74B | $1.00B | $812M | $977M | $1.46B | $1.13B | $1.43B | $584M | $944M | $1.05B | $1.10B | $695M | $1.16B | $1.17B | |
| Investing Cash Flow | $-1.42B | $-960M | $-3.10B | $168M | $-250M | $-953M | $-3.77B | $2M | $-288M | $-1.34B | $-215M | $-50M | $22M | $-1.10B | $568M | $588M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $692M | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $691M | · | · | |
| Stock Issued | $41M | $28M | $10M | $6M | $13M | $14M | $25M | $9M | $21M | $13M | $14M | $10M | $14M | $20M | $80M | $53M | |
| Stock Repurchased | $258M | $235M | $275M | $228M | $159M | $240M | $306M | $252M | $250M | $234M | $251M | $201M | $100M | $188M | $250M | $459M | |
| Net Stock Activity | · | $-207M | · | · | · | $-226M | · | · | · | $-221M | · | · | · | $-169M | · | · | |
| Dividends Paid | $176M | $174M | $172M | $173M | $170M | $169M | $166M | $165M | $165M | $162M | $159M | $156M | $155M | $156M | $156M | $157M | |
| Financing Cash Flow | $549M | $396M | $651M | $306M | $-779M | $-361M | $349M | $228M | $-496M | $220M | $-586M | $-511M | $-1.69B | $202M | $-1.12B | $-692M | |
| Net Change in Cash | $1.21B | $-377M | $-706M | $1.48B | $-217M | $-336M | $-1.96B | $1.36B | $648M | $-539M | $143M | $490M | $-567M | $-207M | $608M | $1.07B |
Profitabilitas 3
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 10.3% | 12.0% | · | 5.8% | 11.1% | 1.3% | · | -7.3% | 8.2% | 13.1% | · | 27.1% | 10.9% | -5.0% | · | 30.1% | |
| ROA | 0.12% | 0.13% | · | 0.07% | 0.13% | 0.02% | · | -0.07% | 0.12% | 0.18% | · | 0.44% | 0.13% | -0.05% | · | 0.48% | |
| ROE | 3.4% | 3.7% | · | 1.9% | 3.6% | 0.43% | · | -2.0% | 3.3% | 5.0% | · | 12.4% | 3.6% | -1.3% | · | 10.9% |
Likuiditas & Solvabilitas 1
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Efisiensi 1
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valuasi (TTM) 12
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.79B | $14.58B | · | $14.06B | $14.69B | $15.07B | · | $15.97B | $16.52B | $15.03B | · | $15.60B | $17.67B | $17.20B | · | $17.81B | |
| Net Income TTM | $1.45B | $1.09B | · | $448M | $587M | $714M | · | $1.91B | $2.52B | $2.03B | · | $2.81B | $4.68B | $4.63B | · | $5.13B | |
| Market Cap | $23.13B | $19.50B | · | $18.28B | $17.73B | $18.98B | · | $19.70B | $18.22B | $20.29B | · | $17.27B | $18.35B | $18.07B | · | $17.67B | |
| Enterprise Value | $17.89B | $15.47B | · | $13.16B | $14.09B | $15.13B | · | $13.56B | $13.46B | $16.17B | · | $12.73B | $14.31B | $13.45B | · | $13.50B | |
| P/E | 16.6 | 18.5 | · | 41.5 | 31.3 | 28.4 | · | 10.9 | 7.6 | 10.4 | · | 6.4 | 4.1 | 4.1 | · | 3.6 | |
| P/S | 1.6 | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.3 | · | 1.1 | 1.0 | 1.1 | · | 1.0 | |
| P/B | 1.9 | 1.7 | · | 1.6 | 1.6 | 1.7 | · | 1.8 | 1.7 | 1.8 | · | 1.6 | 1.8 | 1.8 | · | 1.9 | |
| P / Tangible Book | 2.5 | 2.2 | · | 2.1 | 2.1 | 2.3 | · | 2.4 | 2.3 | 2.5 | · | 2.3 | 2.6 | 2.6 | · | 2.8 | |
| P / Cash Flow | · | 104.2 | · | · | · | 19.4 | · | · | · | 34.7 | · | · | · | 26.0 | · | · | |
| EV / Revenue | 1.2 | 1.1 | · | 0.9 | 1.0 | 1.0 | · | 0.8 | 0.8 | 1.1 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | |
| Earnings Yield | 6.0% | 5.4% | · | 2.4% | 3.2% | 3.5% | · | 9.2% | 13.2% | 9.6% | · | 15.7% | 24.2% | 24.3% | · | 27.7% | |
| Payout Ratio | · | 40.9% | · | · | · | 351.4% | · | · | · | 30.5% | · | · | · | -111.0% | · | · |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Laporan Laba Rugi
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Pendapatan | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B |
| Laba Bersih | $1.19B | $1.57B | $623M | $4.76B | $1.58B |
| EPS Dilusian | $5.25 | $6.68 | $2.55 | $18.63 | $5.79 |
Neraca
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Utang / Ekuitas | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini
Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan
Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap
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Pilihan Anda disimpan dan mengikuti Anda di semua ticker.
Pemilik institusional (13F) 1.020 pengaju · $11.5B total · Per tanggal 30 Juni 2026
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.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 112 (-19 vs Kuartal sebelumnya) | 50 (-21 vs Kuartal sebelumnya) | 364 (+32 vs Kuartal sebelumnya) | 263 (+6 vs Kuartal sebelumnya) | +23.3M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2.192.946.205 | 24.860.517 | 19,09% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.452.817.061 | 13.479.468 | 12,65% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.214.251.420 | 11.266.018 | 10,57% | Saham |
| STATE STREET CORP | $1.106.346.180 | 10.264.856 | 9,63% | Saham |
| Capital World Investors | $650.991.739 | 6.040.005 | 5,67% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $539.755.773 | 5.030.050 | 4,70% | Saham |
| DIMENSIONAL FUND ADVISORS LP | $358.584.496 | 3.327.004 | 3,12% | Saham |
| NORGES BANK | $217.141.672 | 2.014.675 | 1,89% | Saham |
| LPL Financial LLC | $122.231.664 | 1.134.085 | 1,06% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $120.815.344 | 1.120.944 | 1,05% | Saham |
| GOLDMAN SACHS GROUP INC | $100.581.277 | 933.209 | 0,88% | Saham |
| AMERICAN CENTURY COMPANIES INC | $94.203.248 | 874.031 | 0,82% | Saham |
| FEDERATED HERMES, INC. | $92.983.423 | 862.715 | 0,81% | Saham |
| AustralianSuper Pty Ltd | $82.923.561 | 769.378 | 0,72% | Saham |
| VICTORY CAPITAL MANAGEMENT INC | $81.832.396 | 759.254 | 0,71% | Saham |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $81.276.467 | 754.096 | 0,71% | Saham |
| Swiss National Bank | $65.907.470 | 611.500 | 0,57% | Saham |
| Legal & General Group Plc | $65.863.603 | 611.093 | 0,57% | Saham |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $63.783.126 | 591.790 | 0,56% | Saham |
| RAYMOND JAMES FINANCIAL INC | $63.156.923 | 585.980 | 0,55% | Saham |
| National Pension Service | $57.974.431 | 537.896 | 0,50% | Saham |
| BNP PARIBAS FINANCIAL MARKETS | $57.590.195 | 534.331 | 0,50% | Saham |
| Mitsubishi UFJ Asset Management Co., Ltd. | $54.241.248 | 503.256 | 0,47% | Saham |
| BlackRock, Inc. | $53.476.017 | 496.159 | 0,47% | Saham |
| Sumitomo Mitsui Trust Group, Inc. | $52.033.597 | 482.776 | 0,45% | Saham |
| VANGUARD ASSET MANAGEMENT, Ltd | $51.825.474 | 480.845 | 0,45% | Saham |
| BARCLAYS PLC | $47.898.295 | 444.408 | 0,42% | Saham |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $47.807.975 | 443.570 | 0,42% | Saham |
| Vanguard Global Advisers, LLC | $46.449.515 | 430.966 | 0,40% | Saham |
| California Public Employees Retirement System | $44.908.046 | 416.664 | 0,39% | Saham |
| RHUMBLINE ADVISERS | $44.622.334 | 414.014 | 0,39% | Saham |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $43.487.829 | 403.487 | 0,38% | Saham |
| Caisse de depot et placement du Quebec | $43.289.837 | 401.650 | 0,38% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $40.845.549 | 378.972 | 0,36% | Saham |
| CONNING INC. | $39.151.085 | 363.250 | 0,34% | Saham |
| BANK OF AMERICA CORP /DE/ | $38.700.564 | 359.070 | 0,34% | Saham |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $36.998.826 | 343.281 | 0,32% | Saham |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $35.852.426 | 397.874 | 0,31% | Saham |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $35.174.619 | 390.352 | 0,31% | Saham |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $35.028.191 | 397.100 | 0,30% | Saham |
| Gotham Asset Management, LLC | $33.643.743 | 312.152 | 0,29% | Saham |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $32.197.766 | 298.736 | 0,28% | Saham |
| Eurizon Capital SGR S.p.A. | $31.037.467 | 287.951 | 0,27% | Saham |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28.929.014 | 268.408 | 0,25% | Saham |
| MORGAN STANLEY | $27.006.974 | 250.575 | 0,24% | Saham |
| STRS OHIO | $25.611.222 | 237.625 | 0,22% | Saham |
| Quantinno Capital Management LP | $24.540.955 | 227.694 | 0,21% | Saham |
| PRINCIPAL FINANCIAL GROUP INC | $24.064.364 | 223.273 | 0,21% | Saham |
| Sound Income Strategies, LLC | $23.999.211 | 222.669 | 0,21% | Saham |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $23.984.283 | 222.530 | 0,21% | Saham |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | $22.536.798 | 209.100 | 0,20% | Saham |
| Swedbank AB | $22.530.764 | 209.044 | 0,20% | Saham |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $22.251.554 | 206.799 | 0,19% | Saham |
| STOREBRAND ASSET MANAGEMENT AS | $21.367.708 | 198.253 | 0,19% | Saham |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $21.261.114 | 197.264 | 0,19% | Saham |
| AVIVA PLC | $20.486.715 | 190.079 | 0,18% | Saham |
| Robeco Institutional Asset Management B.V. | $20.426.035 | 189.516 | 0,18% | Saham |
| GW HENSSLER & ASSOCIATES LTD | $20.177.994 | 223.926 | 0,18% | Saham |
| TRUST POINT INC. | $19.643.120 | 182.252 | 0,17% | Saham |
| ASR Vermogensbeheer N.V. | $19.035.544 | 176.618 | 0,17% | Saham |
| Focus Partners Wealth | $18.820.836 | 174.626 | 0,16% | Saham |
| ALLIANCEBERNSTEIN L.P. | $18.299.809 | 203.083 | 0,16% | Saham |
| STATE OF WISCONSIN INVESTMENT BOARD | $17.032.581 | 158.031 | 0,15% | Saham |
| CAPITAL MANAGEMENT CORP /VA | $16.391.556 | 152.083 | 0,14% | Saham |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $15.696.757 | 145.637 | 0,14% | Saham |
| Cetera Investment Advisers | $15.620.595 | 144.930 | 0,14% | Saham |
| Federation des caisses Desjardins du Quebec | $15.582.940 | 144.581 | 0,14% | Saham |
| FIRST TRUST ADVISORS LP | $15.382.621 | 142.722 | 0,13% | Saham |
| LBP AM SA | $14.662.176 | 136.038 | 0,13% | Saham |
| MAIRS & POWER INC | $14.580.787 | 135.283 | 0,13% | Saham |
| APG Asset Management N.V. | $14.255.468 | 151.218 | 0,12% | Saham |
| Pictet Asset Management Holding SA | $13.953.414 | 129.462 | 0,12% | Saham |
| AMERIPRISE FINANCIAL INC | $13.888.855 | 128.863 | 0,12% | Saham |
| FRANKLIN RESOURCES INC | $13.582.220 | 126.018 | 0,12% | Saham |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.298.435 | 123.385 | 0,12% | Saham |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.113.078 | 145.523 | 0,11% | Saham |
| Goelzer Investment Management, Inc. | $12.113.807 | 112.394 | 0,11% | Saham |
| Vanguard Investments Australia, Ltd. | $11.878.110 | 110.207 | 0,10% | Saham |
| Brandywine Global Investment Management, LLC | $11.638.604 | 131.942 | 0,10% | Saham |
| PRINCIPAL SECURITIES, INC. | $11.409.287 | 105.857 | 0,10% | Saham |
| Korea Investment CORP | $11.206.964 | 103.980 | 0,10% | Saham |
| Candriam S.C.A. | $10.735.112 | 99.698 | 0,09% | Saham |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $10.681.645 | 99.106 | 0,09% | Saham |
| Mitsubishi UFJ Trust & Banking Corp | $10.468.887 | 97.132 | 0,09% | Saham |
| PRUDENTIAL FINANCIAL INC | $10.289.433 | 95.467 | 0,09% | Saham |
| NOMURA ASSET MANAGEMENT CO LTD | $10.033.995 | 93.097 | 0,09% | Saham |
| Illinois Municipal Retirement Fund | $9.874.480 | 91.617 | 0,09% | Saham |
| ROYAL LONDON ASSET MANAGEMENT LTD | $9.566.230 | 88.757 | 0,08% | Saham |
| Cerity Partners LLC | $9.553.297 | 88.612 | 0,08% | Saham |
| Cambria Investment Management, L.P. | $9.546.075 | 88.570 | 0,08% | Saham |
| KLP KAPITALFORVALTNING AS | $9.489.490 | 88.045 | 0,08% | Saham |
| CITADEL ADVISORS LLC | $9.137.481 | 84.779 | 0,08% | Saham |
| FIFTH THIRD BANCORP | $9.061.782 | 84.077 | 0,08% | Saham |
| UBS Group AG | $8.945.524 | 82.998 | 0,08% | Saham |
| CHURCHILL MANAGEMENT Corp | $8.943.001 | 112.590 | 0,08% | Saham |
| NISA INVESTMENT ADVISORS, LLC | $8.768.334 | 81.354 | 0,08% | Saham |
| TD Asset Management Inc | $8.700.002 | 80.720 | 0,08% | Saham |
| State of Tennessee, Department of Treasury | $8.267.697 | 76.709 | 0,07% | Saham |
| Allianz Asset Management GmbH | $8.238.057 | 76.434 | 0,07% | Saham |
| MACKENZIE FINANCIAL CORP | $8.104.517 | 75.195 | 0,07% | Saham |
Orang dalam perusahaan 61 orang dalam · 29 pejabat · 28 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Kamal Bhatia | President and CEO - PAM | 26 Juni 2026 A | 65.454 | 0 | 0 | $0 |
| Deanna D Strable-Soethout | Chair, President and CEO | 26 Juni 2026 A | 53.542 | 0 | 4 | $-2.352.460 |
| Patrick Gregory Halter | President and CEO - PAM | 28 Maret 2024 A | 140.562 | 0 | 0 | $0 |
| Joel Pitz | EVP & CFO | 26 Juni 2026 A | 2.928 | 0 | 0 | $0 |
| Wee Yee Cheong | President - Asia & Middle East | 26 Juni 2026 A | 66.819 | 0 | 6 | $-2.786.038 |
| Christopher J Littlefield | President - RIS | 26 Juni 2026 A | 76.741 | 0 | 0 | $0 |
| Renee V. Schaaf | President - RIS | 15 Agu 2022 S | 32.278 | 0 | 0 | $0 |
| Nora Mary Everett | President - RIS | 29 Maret 2019 A | 49.240 | 0 | 0 | $0 |
| James P Mccaughan | President - Global Asset Mgmt. | 4 Sep. 2018 M | 149.329 | 0 | 0 | $0 |
| John E Aschenbrenner | President - Ins. & Fin. Svcs. | 4 Des. 2009 A | 88.803 | 0 | 0 | $0 |
| Vivek Agrawal | EVP & Chief Growth Officer | 26 Juni 2026 A | 46.536 | 0 | 0 | $0 |
| Kenneth A. Mccullum | EVP - Chief Risk Officer | 26 Juni 2026 A | 41.070 | 0 | 0 | $0 |
| Kathleen B Kay | EVP-Chief Information Officer | 26 Juni 2026 A | 44.300 | 0 | 0 | $0 |
| Timothy W. Brown | EVP, General Counsel and Sec | 8 Juni 2026 A | 22.279 | 0 | 0 | $0 |
| George Djurasovic | Interim General Counsel | 30 April 2026 S | 21.905 | 0 | 2 | $-259.334 |
| Natalie Lamarque | EVP, General Counsel, and Secr | 27 Juni 2025 A | 100.573 | 0 | 0 | $0 |
| Daniel Joseph Houston | Executive Chairman | 27 Juni 2025 A | 271.613 | 0 | 0 | $0 |
| Luis E. Valdes | Executive Chairman, Latam | 20 Des. 2023 A | 27.668 | 0 | 0 | $0 |
| Roberto Walker | EVP, Principal Latin American | 30 Juni 2023 A | 40.433 | 0 | 0 | $0 |
| Mark S. Lagomarcino | SVP, General Counsel & Secty | 24 Juni 2022 A | 10.818 | 0 | 0 | $0 |
| Karen E Shaff | EVP, Gen'l Counsel, Secretary | 26 Juni 2020 A | 102.780 | 0 | 0 | $0 |
| Gary P Scholten | EVP & Ch Info Officer | 27 Maret 2020 A | 86.268 | 0 | 0 | $0 |
| Gregory Bernard Elming | SVP & Chief Risk Officer | 28 Des. 2017 A | 20.843 | 0 | 0 | $0 |
| Terrance Lillis | EVP | 31 Maret 2017 A | 99.715 | 0 | 0 | $0 |
| Ralph Craig Eucher | EVP | 23 Feb. 2015 A | 59.916 | 0 | 0 | $0 |
| Mary A Okeefe | Sr. VP & Chief Mktg. Off. | 27 Juni 2014 A | 53.757 | 0 | 0 | $0 |
| Norman R Sorensen | Chairman-Principal Internat'l | 27 Feb. 2012 A | 47.798 | 0 | 0 | $0 |
| Ellen Z Lamale | Sr. VP & Chief Risk Officer | 28 Feb. 2011 A | 29.242 | 0 | 0 | $0 |
| Michael H Gersie | Executive Vice President | 5 Des. 2008 A | 2.692 | 0 | 0 | $0 |
| Claudio Muruzabal | Direktur | 26 Juni 2026 A | 13.602 | 2 | 1 | $522 |
| Alfredo Rivera | Direktur | 26 Juni 2026 A | 16.511 | 0 | 0 | $0 |
| Jonathan Auerbach | Direktur | 26 Juni 2026 A | 22.952 | 0 | 0 | $0 |
| Scott Mills | Direktur | 26 Juni 2026 A | 36.140 | 0 | 0 | $0 |
| Clare Stack Richer | Direktur | 26 Juni 2026 A | 21.412 | 0 | 0 | $0 |
| Diane C Nordin | Direktur | 26 Juni 2026 A | 31.337 | 0 | 0 | $0 |
| Blair Pickerell | Direktur | 26 Juni 2026 A | 39.827 | 0 | 0 | $0 |
| Elizabeth H Mitchell | Direktur | 26 Juni 2026 A | 13.200 | 0 | 0 | $0 |
| Maliz E Beams | Direktur | 26 Juni 2026 A | 16.961 | 0 | 0 | $0 |
| Roger C Hochschild | Direktur | 26 Juni 2026 A | 41.477 | 0 | 0 | $0 |
| Miller Joycelyn Carter | Direktur | 26 Juni 2026 A | 91.331 | 0 | 0 | $0 |
| Michael T Dan | Direktur | 31 Maret 2023 A | 54.970 | 0 | 0 | $0 |
| Sandra L Helton | Direktur | 19 Okt. 2022 S | 35.747 | 0 | 0 | $0 |
| Betsy J Bernard | Direktur | 21 Des. 2020 A | 54.068 | 0 | 0 | $0 |
| Daniel Gelatt | Direktur | 26 Juni 2020 A | 193.824 | 0 | 0 | $0 |
| Dennis H Ferro | Direktur | 29 Maret 2018 A | 27.228 | 0 | 0 | $0 |
| COSTLEY GARY E | Direktur | 25 Maret 2016 A | 36.997 | 0 | 0 | $0 |
| Larry D Zimpleman | Direktur | 25 Maret 2016 A | 263.514 | 0 | 0 | $0 |
| Luca Maestri | Direktur | 27 Maret 2015 A | 12.007 | 0 | 0 | $0 |
| Richard L Keyser | Direktur | 27 Maret 2015 A | 36.308 | 0 | 0 | $0 |
| Arjun K Mathrani | Direktur | 30 Maret 2012 A | 21.654 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 1 saham
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 |
|---|---|---|---|---|---|
| Principal Financial Group, Inc., Principal Financial Services, Inc., Principal Life Insurance Company, Principal Holding Company, LLC, Principal Global Investors, LLC ×7 pengajuan | 6 April 2012 | — | 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.
Kepemilikan ETF Dimiliki oleh 193 ETF
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 |
|---|---|---|---|---|
| DIVY · Tidal Trust I | 3,61% | 9.910 NS | 31 Mei 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 3,27% | 17.090 SH | 8 Agu 2026 | Harian |
| IAK · iShares Trust | 2,40% | 114.963 SH | 8 Agu 2026 | Harian |
| LYLD · Cambria ETF Trust | 2,09% | 1.244 NS | 30 April 2026 | N-PORT |
| QDIV · Global X Funds | 2,06% | 6.495 NS | 31 Mei 2026 | N-PORT |
| SPDV · ETF Series Solutions | 2,01% | 17.981 NS | 30 April 2026 | N-PORT |
| BMVP · Invesco Exchange-Traded Fund Trust | 1,79% | 16.637 SH | 8 Agu 2026 | Harian |
| DVY · iShares Trust | 1,37% | 2.792.796 SH | 8 Agu 2026 | Harian |
| FDV · Federated Hermes ETF Trust | 1,33% | 98.699 NS | 30 April 2026 | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,24% | 350.000 | 8 Agu 2026 | Harian |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,23% | 33.518 SH | 8 Agu 2026 | Harian |
| SYLD · Cambria ETF Trust | 1,06% | 101.215 NS | 30 April 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 1,02% | 11.759 SH | 8 Agu 2026 | Harian |
| NUMV · Nushares ETF Trust | 1,02% | 43.460 NS | 30 April 2026 | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0,92% | 581.785 SH | 8 Agu 2026 | Harian |
| JOET · Virtus ETF Trust II | 0,80% | 18.752 NS | 30 April 2026 | N-PORT |
| RPV · Invesco Exchange-Traded Fund Trust | 0,70% | 104.905 SH | 8 Agu 2026 | Harian |
| GSY · Invesco Actively Managed Exchange-T… | 0,64% | 24.837.000 | 8 Agu 2026 | Harian |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,61% | 36.356 NS | 31 Mei 2026 | N-PORT |
| RCGE · EA Series Trust | 0,54% | 5.000 NS | 30 April 2026 | N-PORT |
| KRMA · Global X Funds | 0,52% | 6.091 NS | 31 Mei 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0,52% | 4.725.709 NS | 31 Mei 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0,40% | 1.387.596 SH | 8 Agu 2026 | Harian |
| QDF · FlexShares Trust | 0,39% | 81.180 NS | 30 April 2026 | N-PORT |
| IYF · iShares Trust | 0,37% | 141.323 SH | 8 Agu 2026 | Harian |
| IMCV · iShares Trust | 0,34% | 34.403 SH | 8 Agu 2026 | Harian |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,33% | 35.370 NS | 30 April 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,32% | 401.560 NS | 31 Mei 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,28% | 10.947 NS | 31 Mei 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,28% | 276 NS | 31 Mei 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,28% | 7.759 NS | 30 April 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,27% | 353.186 SH | 8 Agu 2026 | Harian |
| FNCL · FIDELITY COVINGTON TRUST | 0,26% | 57.985 NS | 30 April 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 18.964 NS | 30 April 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,25% | 297.000 | 8 Agu 2026 | Harian |
| IWS · iShares Trust | 0,24% | 323.087 SH | 8 Agu 2026 | Harian |
| DFVE · DoubleLine ETF Trust | 0,22% | 675 NS | 31 Maret 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,22% | 4.680.944 SH | 8 Agu 2026 | Harian |
| SIZE · iShares Trust | 0,21% | 7.986 SH | 8 Agu 2026 | Harian |
| EUSA · iShares, Inc. | 0,20% | 33.653 SH | 8 Agu 2026 | Harian |
| GSEW · Goldman Sachs ETF Trust | 0,20% | 34.289 NS | 31 Mei 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 1.697.836 SH | 8 Agu 2026 | Harian |
| FAS · Direxion Shares ETF Trust | 0,19% | 37.849 NS | 30 April 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,19% | 24.384 NS | 30 April 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,19% | 108.252 NS | 30 April 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,18% | 27.267 NS | 30 April 2026 | N-PORT |
| UYG · ProShares Trust | 0,18% | 12.196 NS | 31 Mei 2026 | N-PORT |
| IWR · iShares Trust | 0,18% | 872.115 SH | 8 Agu 2026 | Harian |
| IMCB · iShares Trust | 0,17% | 24.826 SH | 8 Agu 2026 | Harian |
| DGRO · iShares Trust | 0,16% | 606.426 SH | 8 Agu 2026 | Harian |