ULH Universal Logistics Holdings, Inc. - Common Stock

NASDAQ · Road & Rail · Lihat di SEC EDGAR ↗
$20,40
Harga · Agu 19, 2026
Fundamental per Agu 13, 2026

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

Harga
$20.39
Kapitalisasi Pasar
$537M
P/E (TTM)
-5.4
EPS (TTM)
$-3.79
Pendapatan (TTM)
$1.56B
Imbal Hasil Dividen
2.1%
ROE
-16.7%
D/E Utang/Ekuitas
1.5
Rentang 52M
$12 – $27

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

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

Pendapatan & Laba Bersih $1.56B
7-point trend, +3.1%
2019-12-31 2025-12-31
EPS $-3.79
7-point trend, -382.8%
2019-12-31 2025-12-31
Arus Kas Bebas $-41M
7-point trend, -185.2%
2019-12-31 2025-12-31
Margin -6.4%

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

Metrik
Tren 5 Tahun
ULH
Median Rekan
P/E (TTM)
5-point trend, -158.2%
-5.4
109.9
P/S (TTM)
5-point trend, -11.5%
0.3
0.6
P/B
5-point trend, -55.9%
1.0
1.3
EV / EBITDA
5-point trend, -303.4%
-20.3
Price / FCF (Harga / FCF)
5-point trend, -185.1%
-13.1

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
ULH
Median Rekan
Operating Margin (Margin Operasi)
5-point trend, -170.2%
-4.1%
Net Profit Margin (Margin Laba Bersih)
5-point trend, -252.3%
-6.4%
-5.8%
ROA
5-point trend, -183.7%
-5.6%
-5.3%
ROE
5-point trend, -166.9%
-16.7%
-12.1%
ROIC
5-point trend, -145.5%
-4.8%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
ULH
Median Rekan
Debt / Equity (Utang / Ekuitas)
5-point trend, +4.4%
1.5
3.9
Current Ratio (Rasio Lancar)
5-point trend, -10.5%
1.2
1.4
Quick Ratio (Rasio Cepat)
5-point trend, -20.3%
0.9

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
ULH
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, -11.0%
-15.6%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, -11.0%
-8.2%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, -11.0%
2.3%
EPS YoY
5-point trend, -238.3%
39.7%
Net Income YoY (Laba Bersih YoY)
5-point trend, -235.5%
39.8%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
ULH
Median Rekan
EPS (Diluted)
5-point trend, -238.3%
$-3.79

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
ULH
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, -172.2%
-11.1%

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

Imbal Hasil Dividen
2.1%
Rasio Pembayaran Dividen
-11.1%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
1 Juni 2026$0,1050
23 Maret 2026$0,1050
1 Des. 2025$0,1050
29 Agu 2025$0,1050
2 Juni 2025$0,1050
3 Maret 2025$0,1050
2 Des. 2024$0,1050
30 Agu 2024$0,1050
3 Juni 2024$0,1050
1 Maret 2024$0,1050
1 Des. 2023$0,1050
31 Agu 2023$0,1050
2 Juni 2023$0,1050
3 Maret 2023$0,1050
2 Des. 2022$0,1050
1 Sep. 2022$0,1050
3 Juni 2022$0,1050
4 Maret 2022$0,1050
3 Des. 2021$0,1050
2 Sep. 2021$0,1050

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

JUAL 8 analis
  • Beli Kuat 0 0,0%
  • Beli 0 0,0%
  • Tahan 3 37,5%
  • Jual 4 50,0%
  • Jual Kuat 1 12,5%

Target Harga 12 Bulan

1 analis · 2026-08-16
Target median $16.00 -21,5%
Target rata-rata $16.00 -21,5%

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

Kejutan Rata-rata
-0.04%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $0.16 $0.13 0.03%
31 Maret 2026 $-0.13 $0.09 -0.22%
31 Des. 2025 $0.14 $-0.05 0.19%
30 Sep. 2025 $0.25 $0.18 0.07%
30 Juni 2025 $0.32 $0.34 -0.02%
31 Maret 2025 $0.23 $0.48 -0.25%

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

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
ULH $400M -4.0 -15.6% -6.4% -16.7%
ARCB 28.3 -4.0% 1.5% 4.6%
WERN $1.80B -125.0 -1.8% -0.48% -1.0%
MRTN $928M 54.2 -8.3% 2.0% 2.3%
HTLD $699M -13.5 -23.1% -6.5% -6.8%
CVLG 81.6 2.9% 0.62% 1.8%
PAMT $253M -4.9 -16.3% -8.8% -23.1%
PAL $268M -11.1%
ETS -3.5 21.6%

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

Laporan Laba Rugi 15
Data Laporan Laba Rugi Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +30.8% $1.56B $1.85B $1.66B $2.02B $1.75B $1.39B $1.51B $1.46B $1.22B $1.07B $1.13B $1.19B
SG&A Expense 12-point trend, +28.3% $54M $57M $50M $49M $42M $33M $44M $32M $32M $29M $31M $42M
Operating Expenses 12-point trend, +46.1% $1.62B $1.64B $1.52B $1.78B $1.65B $1.31B $1.45B $1.38B $1.19B $1.03B $1.06B $1.11B
Operating Income 12-point trend, -179.6% $-64M $203M $145M $240M $103M $80M $65M $84M $25M $47M $73M $81M
Interest Expense 12-point trend, +495.7% $49M $34M $24M $16M $12M $15M $17M $15M $10M $8M $9M $8M
Interest Income 12-point trend, +24269.6% $11M $4M $1M $132.0K $43.0K $47.0K $73.0K $76.0K $92.0K $157.0K $55.0K $46.0K
Other Non-op 12-point trend, +379.2% $2M $837.0K $2M $1M $7M $-2M $2M $188.0K $1M $934.0K $790.0K $447.0K
Pretax Income 12-point trend, -236.8% $-100M $174M $124M $225M $99M $64M $50M $69M $17M $39M $65M $73M
Income Tax 12-point trend, -100.5% $-139.0K $44M $31M $57M $25M $16M $13M $17M $-11M $15M $25M $28M
Net Income 12-point trend, -320.1% $-100M $130M $93M $169M $74M $48M $38M $52M $28M $24M $40M $45M
EPS (Basic) 12-point trend, -351.0% $-3.79 $4.94 $3.53 $6.37 $2.74 $1.78 $1.34 $1.84 $0.99 $0.85 $1.37 $1.51
EPS (Diluted) 12-point trend, -351.0% $-3.79 $4.93 $3.53 $6.37 $2.74 $1.78 $1.34 $1.84 $0.99 $0.85 $1.37 $1.51
Shares (Basic) 12-point trend, -12.3% 26,328,000 26,315,000 26,284,000 26,469,000 26,919,000 26,997,000 28,069,000 28,383,000 28,425,000 28,411,000 29,233,000 30,013,000
Shares (Diluted) 12-point trend, -12.3% 26,339,000 26,348,000 26,308,000 26,489,000 26,929,000 27,000,000 28,070,000 28,390,000 28,428,000 28,411,000 29,235,000 30,044,000
EBITDA 12-point trend, -179.6% $-64M $203M $145M $240M $103M $80M $65M $84M $25M $47M $73M $81M
Neraca 29
Data Neraca Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +235.5% $27M $19M $13M $47M $14M $9M $8M $6M $2M $2M $13M $8M
Short-term Investments 4-point trend, +5.8% · · · · · · · · $15M $14M $13M $14M
Receivables 12-point trend, +72.9% $261M $294M $288M $351M $341M $259M $211M $216M $171M $145M $141M $151M
Inventory 12-point trend, +19.9% $10M $8M $12M $11M $14M $8M $7M $7M $5M $9M $9M $8M
Prepaid Expense 12-point trend, +33.5% $26M $25M $30M $26M $30M $23M $20M $20M $16M $17M $18M $19M
Other Current Assets 4-point trend, +0.0% $1M $1M $700.0K $1M · · · · · · · ·
Current Assets 12-point trend, +77.0% $383M $410M $365M $460M $421M $322M $272M $275M $229M $207M $203M $216M
PP&E (Net) 12-point trend, +360.2% $819M $742M $561M $391M $346M $365M $340M $303M $267M $246M $177M $178M
PP&E (Gross) 12-point trend, +292.8% $1.29B $1.17B $931M $743M $679M $664M $610M $535M $473M $428M $349M $328M
Accum. Depreciation 12-point trend, +212.5% $467M $429M $370M $352M $334M $299M $270M $231M $206M $181M $172M $150M
Goodwill 12-point trend, +41.8% $106M $207M $171M $171M $171M $171M $168M $145M $74M $74M $74M $74M
Intangibles 12-point trend, +101.8% $109M $151M $61M $74M $88M $102M $116M $114M $31M $37M $45M $54M
Other Non-current Assets 12-point trend, -62.5% $2M $5M $7M $7M $4M $4M $3M $3M $5M $5M $4M $6M
Total Assets 12-point trend, +235.0% $1.77B $1.79B $1.25B $1.20B $1.14B $1.06B $995M $843M $611M $570M $503M $529M
Accounts Payable 12-point trend, +6.3% $61M $60M $64M $87M $118M $98M $92M $92M $84M $66M $46M $57M
Accrued Liabilities 12-point trend, +166.2% $59M $71M $43M $43M $44M $40M $35M $25M $24M $20M $19M $22M
Current Liabilities 12-point trend, +178.9% $318M $305M $260M $287M $313M $273M $250M $221M $199M $145M $154M $114M
Capital Leases 10-point trend, +7194.2% $144M $51M $64M $78M $86M $78M $70M · · $92.0K $1M $2M
Deferred Tax 12-point trend, +79.6% $82M $109M $80M $70M $61M $64M $66M $59M $32M $48M $40M $46M
Other Non-current Liabilities 12-point trend, -6.0% $4M $5M $6M $9M $9M $8M $6M $5M $3M $4M $4M $4M
Long-term Debt 12-point trend, +239.0% $798M $759M $382M $378M $427M $460M $458M $400M $248M $261M $233M $235M
Total Debt 12-point trend, +239.0% $798M $759M $382M $378M $427M $460M $458M $400M $248M $261M $235M $235M
Common Stock 12-point trend, -14.7% $26M $26M $31M $31M $31M $31M $31M $31M $31M $31M $31M $31M
Retained Earnings 12-point trend, +334.3% $512M $623M $595M $514M $356M $294M $251M $232M $186M $166M $150M $118M
Treasury Stock 12-point trend, -98.7% $192.0K $107.0K $97M $97M $82M $82M $77M $52M $52M $50M $50M $15M
AOCI 4-point trend, +32.4% · · · · · · · · $4M $3M $2M $3M
Stockholders' Equity 12-point trend, +294.0% $540M $647M $532M $447M $302M $240M $205M $209M $169M $148M $131M $137M
Liabilities + Equity 12-point trend, +235.0% $1.77B $1.79B $1.25B $1.20B $1.14B $1.06B $995M $843M $611M $570M $503M $529M
Shares Outstanding 12-point trend, -12.2% 26,330,058 26,317,326 26,284,223 26,277,549 26,919,455 26,912,580 27,282,230 28,378,827 28,382,392 28,430,394 28,398,900 29,997,784
Arus Kas 15
Data Arus Kas Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +342.5% $146M $124M $77M $77M $68M $74M $75M $54M $47M $37M $35M $33M
Stock-based Comp 12-point trend, -69.2% $457.0K $779.0K $262.0K $222.0K $162.0K $195.0K $73.0K $413.0K $414.0K $571.0K $494.0K $1M
Deferred Tax 12-point trend, -1931.9% $-27M $30M $10M $8M $-3M $-3M $7M $6M $-19M $7M $542.0K $1M
Amort. of Intangibles 12-point trend, +68.7% $17M $22M $13M $14M $14M $15M $16M $6M $6M $8M $9M $10M
Operating Cash Flow 12-point trend, +130.6% $183M $112M $210M $213M $83M $99M $128M $95M $84M $69M $78M $79M
CapEx 12-point trend, +275.0% $224M $252M $241M $117M $39M $91M $80M $67M $63M $97M $26M $60M
Investing Cash Flow 10-point trend, -116.3% $-203M $-463M $-237M $-104M $-33M $-87M $-143M $-229M $-61M $-94M · ·
Stock Repurchased 12-point trend, -98.5% $85.0K $107.0K $134.0K $14M $0 $5M $25M $930.0K $1M $26.0K $35M $6M
Net Stock Activity 11-point trend, +98.5% $-85.0K $-107.0K $-134.0K $-14M · $-5M $-25M $-930.0K $-1M $-26.0K $-35M $-6M
Dividends Paid 12-point trend, +31.5% $11M $11M $11M $14M $11M $6M $15M $11M $8M $8M $8M $8M
Financing Cash Flow 10-point trend, +84.8% $26M $365M $-9M $-78M $-45M $-9M $17M $139M $-23M $14M · ·
Net Change in Cash 12-point trend, +437.3% $7M $7M $-35M $33M $5M $1M $2M $4M $-83.0K $-11M $5M $-2M
Taxes Paid 3-point trend, -19.5% $20M $19M $25M · · · · · · · · ·
Free Cash Flow 12-point trend, -309.8% $-41M $-139M $-30M $96M $44M $9M $48M $28M $20M $-29M $52M $20M
Levered FCF 12-point trend, -721.2% $-90M $-165M $-48M $84M $36M $-2M $35M $17M $5M $-34M $46M $15M
Profitabilitas 7
Data Profitabilitas Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -160.9% -4.1% 11.0% 8.8% 11.9% 5.9% 5.8% 4.3% 5.7% 2.1% 4.3% 6.5% 6.8%
Net Margin 12-point trend, -268.2% -6.4% 7.0% 5.6% 8.4% 4.2% 3.5% 2.5% 3.6% 2.3% 2.3% 3.5% 3.8%
Pretax Margin 12-point trend, -204.7% -6.4% 9.4% 7.5% 11.2% 5.6% 4.6% 3.3% 4.8% 1.4% 3.7% 5.8% 6.1%
EBITDA Margin 12-point trend, -160.9% -4.1% 11.0% 8.8% 11.9% 5.9% 5.8% 4.3% 5.7% 2.1% 4.3% 6.5% 6.8%
ROA 12-point trend, -165.2% -5.6% 8.6% 7.6% 14.4% 6.7% 4.5% 3.9% 6.5% 4.6% 4.3% 7.7% 8.6%
ROE 12-point trend, -144.8% -16.7% 20.3% 17.8% 39.1% 25.0% 20.6% 18.6% 25.2% 17.8% 17.4% 29.8% 37.4%
ROIC 12-point trend, -135.6% -4.8% 10.8% 11.9% 21.8% 10.6% 8.6% 7.4% 10.3% 9.9% 7.0% 12.3% 13.5%
Likuiditas & Solvabilitas 5
Data Likuiditas & Solvabilitas Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -36.5% 1.2 1.3 1.4 1.6 1.3 1.2 1.1 1.2 1.1 1.4 1.4 1.9
Quick Ratio 12-point trend, -40.4% 0.9 1.0 1.2 1.4 1.1 1.0 0.9 1.0 0.9 1.1 1.1 1.5
Debt / Equity 12-point trend, -14.0% 1.5 1.2 0.7 0.8 1.4 1.9 2.2 1.9 1.5 1.8 1.8 1.7
LT Debt / Equity 12-point trend, -23.2% 1.3 1.0 0.6 0.7 1.2 1.7 1.9 1.7 1.2 1.5 1.3 1.6
Interest Coverage 12-point trend, -113.4% -1.3 5.9 6.0 14.8 8.8 5.5 3.8 5.7 2.6 5.6 7.9 9.8
Efisiensi 2
Data Efisiensi Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -61.3% 0.9 1.2 1.4 1.7 1.6 1.3 1.6 1.8 2.0 1.9 2.2 2.3
Receivables Turnover 12-point trend, -33.3% 5.6 6.3 5.2 5.8 5.8 5.9 7.1 7.6 7.7 7.5 7.7 8.4
Per Saham 7
Data Per Saham Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +348.8% $20.52 $24.59 $20.25 $17.01 $11.23 $8.90 $7.52 $7.38 $5.95 $5.20 $4.62 $4.57
Revenue / Share 12-point trend, +49.2% $59.17 $70.06 $63.18 $76.09 $65.02 $51.52 $53.87 $51.49 $42.80 $37.76 $38.61 $39.66
Cash Flow / Share 12-point trend, +163.0% $6.95 $4.26 $7.99 $8.06 $3.09 $3.68 $4.56 $3.34 $2.95 $2.42 $2.68 $2.64
Cash / Share 12-point trend, +282.3% $1.02 $0.74 $0.48 $1.80 $0.52 $0.33 $0.28 $0.20 $0.06 $0.06 $0.46 $0.27
Dividend / Share 12-point trend, +50.0% $0 $0 $0 $0 $0 $0 $0 $1 $0 $0 $0 $0
Dividend Paid / Share 12-point trend, +50.0% $0 $0 $0 $0 $0 $0 $1 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -351.0% $-3.79 $4.93 $3.53 $6.37 $2.74 $1.78 $1.34 $1.84 $0.99 $0.85 $1.37 $1.51
Tingkat Pertumbuhan 8
Data Tingkat Pertumbuhan Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -160.2% -15.6% 11.1% -17.5% 15.1% 25.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -234.5% -8.2% 1.8% 6.1% · · · · · · · · ·
Revenue CAGR 5Y 2.3% · · · · · · · · · · ·
EPS YoY 4-point trend, -26.5% · 39.7% -44.6% 132.5% 53.9% · · · · · · ·
EPS CAGR 3Y 2-point trend, -15.6% · 21.6% 25.6% · · · · · · · · ·
Net Income YoY 4-point trend, -25.1% · 39.8% -44.9% 128.7% 53.2% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -15.2% · 20.8% 24.5% · · · · · · · · ·
Dividend CAGR 5Y 14.1% · · · · · · · · · · ·
Valuasi (TTM) 17
Data Valuasi (TTM) Tahunan untuk ULH
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +30.8% $1.56B $1.85B $1.66B $2.02B $1.75B $1.39B $1.51B $1.46B $1.22B $1.07B $1.13B $1.19B
Net Income TTM 12-point trend, -320.1% $-100M $130M $93M $169M $74M $48M $38M $52M $28M $24M $40M $45M
Market Cap 12-point trend, -53.2% $400M $1.21B $736M $879M $508M $554M $517M $513M $674M $465M $399M $855M
Enterprise Value 12-point trend, +9.6% $1.17B $1.95B $1.11B $1.21B $921M $1.01B $967M $908M $905M $710M $607M $1.07B
P/E 12-point trend, -121.2% -4.0 9.3 7.9 5.2 6.9 11.6 14.1 9.8 24.0 19.2 10.2 18.9
P/S 12-point trend, -64.3% 0.3 0.7 0.4 0.4 0.3 0.4 0.3 0.4 0.6 0.4 0.4 0.7
P/B 12-point trend, -88.1% 0.7 1.9 1.4 2.0 1.7 2.3 2.5 2.5 4.0 3.1 3.0 6.2
P / Tangible Book 5-point trend, -89.6% 1.2 4.2 2.5 4.3 11.8 · · · · · · ·
P / Cash Flow 12-point trend, -79.7% 2.2 10.8 3.5 4.1 6.1 5.6 4.0 5.4 8.0 6.8 5.1 10.8
P / FCF 12-point trend, -122.3% -9.7 -8.7 -24.3 9.1 11.4 64.2 10.7 18.1 32.9 -16.2 7.7 43.6
EV / EBITDA 12-point trend, -237.7% -18.2 9.6 7.6 5.0 8.9 12.5 14.8 10.8 35.9 15.2 8.3 13.2
EV / FCF 12-point trend, -152.2% -28.5 -14.0 -36.5 12.6 20.7 116.6 20.0 32.1 44.2 -24.7 11.7 54.5
EV / Revenue 12-point trend, -16.2% 0.8 1.1 0.7 0.6 0.5 0.7 0.6 0.6 0.7 0.7 0.5 0.9
Dividend Yield 12-point trend, +181.6% 2.8% 0.91% 1.5% 1.6% 2.2% 1.0% 2.9% 2.1% 1.2% 1.7% 2.1% 0.98%
Earnings Yield 12-point trend, -570.8% -24.9% 10.7% 12.6% 19.1% 14.5% 8.6% 7.1% 10.2% 4.2% 5.2% 9.8% 5.3%
Payout Ratio 12-point trend, -159.7% -11.1% 8.5% 11.9% 8.3% 15.3% 11.9% 40.0% 20.9% 28.3% 32.8% 20.4% 18.5%
Annual Payout 12-point trend, +31.5% $11M $11M $11M $14M $11M $6M $15M $11M $8M $8M $8M $8M

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

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $1.56B$1.85B$1.66B$2.02B$1.75B
Margin Operasi % -4.1%11.0%8.8%11.9%5.9%
Laba Bersih $-100M$130M$93M$169M$74M
EPS Dilusian $-3.79$4.93$3.53$6.37$2.74
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 1.51.20.70.81.4
Rasio Lancar 1.21.31.41.61.3
Rasio Cepat 0.91.01.21.41.1
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $-41M$-139M$-30M$96M$44M

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

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

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Pemilik institusional (13F) 79 pengaju · $81.9M 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.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
18 (+3 vs Kuartal sebelumnya) 8 (-2 vs Kuartal sebelumnya) 22 (+1 vs Kuartal sebelumnya) 21 (+2 vs Kuartal sebelumnya) -46K

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
FMR LLC $38.703.880 2.615.127 47,27% Saham
DIMENSIONAL FUND ADVISORS LP $11.216.609 757.879 13,70% Saham
VANGUARD GROUP INC $5.292.895 348.446 6,46% Saham
AMERICAN CENTURY COMPANIES INC $4.479.531 302.671 5,47% Saham
VANGUARD CAPITAL MANAGEMENT LLC $4.167.946 281.618 5,09% Saham
GEODE CAPITAL MANAGEMENT, LLC $2.769.488 187.077 3,38% Saham
Bank of New York Mellon Corp $2.605.584 176.053 3,18% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2.178.471 147.194 2,66% Saham
STATE STREET CORP $2.140.846 143.647 2,61% Saham
Empowered Funds, LLC $1.422.502 96.115 1,74% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $780.700 52.750 0,95% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $709.912 47.967 0,87% Saham
VANGUARD FIDUCIARY TRUST CO $671.713 45.386 0,82% Saham
Quantinno Capital Management LP $642.157 43.389 0,78% Saham
Pacific Ridge Capital Partners, LLC $499.796 33.770 0,61% Saham
GOLDMAN SACHS GROUP INC $352.891 23.844 0,43% Saham
STRS OHIO $288.600 19.500 0,35% Saham
MILLENNIUM MANAGEMENT LLC $283.716 19.170 0,35% Saham
D. E. Shaw & Co., Inc. $275.532 18.617 0,34% Saham
ALLIANCEBERNSTEIN L.P. $266.787 12.620 0,33% Saham
EntryPoint Capital, LLC $182.218 12.312 0,22% Saham
UBS Group AG $177.289 11.979 0,22% Saham
Quadrature Capital Ltd $162.830 11.002 0,20% Saham
Metis Global Partners, LLC $160.876 10.870 0,20% Saham
MORGAN STANLEY $147.275 9.951 0,18% Saham
BNP PARIBAS FINANCIAL MARKETS $146.017 9.866 0,18% Saham
Federation des caisses Desjardins du Quebec $144.004 9.730 0,18% Saham
AlphaQuest LLC $142.801 9.401 0,17% Saham
RHUMBLINE ADVISERS $124.433 8.408 0,15% Saham
WELLS FARGO & COMPANY/MN $88.830 6.002 0,11% Saham
DEUTSCHE BANK AG\ $75.140 5.077 0,09% Saham
Nuveen, LLC $58.371 3.944 0,07% Saham
Russell Investments Group, Ltd. $55.914 3.778 0,07% Saham
MERCER GLOBAL ADVISORS INC /ADV $50.868 3.437 0,06% Saham
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $48.648 3.287 0,06% Saham
NEW YORK STATE COMMON RETIREMENT FUND $45.244 3.057 0,06% Saham
JPMORGAN CHASE & CO $44.313 2.972 0,05% Saham
Invesco Ltd. $42.150 2.848 0,05% Saham
Vanguard Global Advisers, LLC $38.006 2.568 0,05% Saham
BlackRock, Inc. $35.920 2.427 0,04% Saham
Police & Firemen's Retirement System of New Jersey $27.291 1.844 0,03% Saham
Tower Research Capital LLC (TRC) $22.866 1.545 0,03% Saham
BARCLAYS PLC $14.445 976 0,02% Saham
NORTHERN TRUST CORP $14.371 971 0,02% Saham
Nuveen Asset Management, LLC $11.026 240 0,01% Saham
CITIGROUP INC $9.087 614 0,01% Saham
Legal & General Group Plc $8.702 588 0,01% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7.737 366 0,01% Saham
GAMMA Investing LLC $7.622 515 0,01% Saham
Ameritas Investment Partners, Inc. $7.030 475 0,01% Saham
Arax Advisory Partners $5.935 401 0,01% Saham
CWM, LLC $4.735 224 0,01% Saham
Versant Capital Management, Inc $3.463 234 0,00% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3.234 153 0,00% Saham
ROYAL BANK OF CANADA $3.000 216 0,00% Saham
Allworth Financial LP $2.339 158 0,00% Saham
Sterling Capital Management LLC $1.865 126 0,00% Saham
AQR CAPITAL MANAGEMENT LLC $1.569 106 0,00% Saham
Physician Wealth Advisors, Inc. $1.007 68 0,00% Saham
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $962 65 0,00% Saham
SIGNATUREFD, LLC $533 36 0,00% Saham
Integrated Wealth Concepts LLC $415 28 0,00% Saham
SJS Investment Consulting Inc. $400 27 0,00% Saham
PNC Financial Services Group, Inc. $311 21 0,00% Saham
Jump Financial, LLC $311 21 0,00% Saham
Global Retirement Partners, LLC $192 13 0,00% Saham
Farther Finance Advisors, LLC $90 6 0,00% Saham
Clearstead Advisors, LLC $60 4 0,00% Saham
ROTHSCHILD INVESTMENT LLC $59 4 0,00% Saham
Caitong International Asset Management Co., Ltd $59 4 0,00% Saham
Essential Partners LLC $59 4 0,00% Saham
SBI Securities Co., Ltd. $44 3 0,00% Saham
Optiver Holding B.V. $30 2 0,00% Saham
State of Alaska, Department of Revenue $20 1.353 0,00% Saham
EverSource Wealth Advisors, LLC $15 1 0,00% Saham
HUNTINGTON NATIONAL BANK $15 1 0,00% Saham
True Wealth Design, LLC $15 1 0,00% Saham
HARBOR CAPITAL ADVISORS, INC. $8 569 0,00% Saham
Covestor Ltd $0 19 0,00% Saham

Orang dalam perusahaan 18 orang dalam · 5 pejabat · 14 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Timothy Phillips Chief Executive Officer 4 Feb. 2026 A 104.491 0 0 $0
Jeff Rogers Chief Executive Officer 20 Feb. 2019 A 53.000 0 0 $0
Donald B Cochran Chief Executive Officer 28 Okt. 2008 P 100 0 0 $0
Jude Marcus Beres Chief Financial Officer 4 Feb. 2026 A 43.585 0 0 $0
David A. Crittenden Chief Financial Officer 23 Des. 2015 A 14.135 0 0 $0
Grant Edward Belanger Direktur 8 Mei 2026 A 2.644 0 0 $0
Matthew J. Moroun Direktur 5 Mei 2025 A 2.235 0 0 $0
Michael A. Regan Direktur 5 Mei 2025 A 970 0 0 $0
Richard P Urban Direktur 5 Mei 2025 A 12.013 0 0 $0
Matthew T. Moroun Direktur 5 Mei 2025 A 2.235 0 0 $0
H.E. Wolfe Direktur 11 Agu 2023 D 10.000 0 0 $0
Marcus D. Hudson Direktur 8 Mei 2023 A 324 0 0 $0
Frederick P. Calderone Direktur 8 Mei 2023 A 590 0 0 $0
Manuel J Moroun Direktur 16 Sep. 2019 D 3.427.557 0 0 $0
Daniel C Sullivan Direktur 27 Feb. 2013 P 2.000 0 0 $0
Joseph J Casaroll Direktur 28 Nov. 2012 P 500 0 0 $0
Nora M. Moroun Pemilik 10% 20 Des. 2021 S 0 0 0 $0
MJ Moroun 2012 Annuity Trust, dated April 30, 2012 Pemilik 10% 20 Mei 2014 J 0 0 0 $0

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

Aktivis & pemilik 5%+ 2 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
Matthew T. Moroun, 2020 Irrevocable Nora M. Moroun Trust, dated November 20, 2020, 2020 Irrevocable Lindsay S. Moroun Trust, dated November 24, 2020, Swiftsure Irrevocable Trust Under Agreement dated December 26, 2012, as decanted November 28, 2020, Frederick P. Calderone ×11 pengajuan 3 Agu 2023 Pengajuan awal SEC
Matthew T. Moroun (2), Matthew T. Moroun, as Trustee of the MJ Moroun 2012 Annuity Trust, dated April 30, 2012 (2), Manuel J. Moroun, as Trustee of the Manuel J. Moroun Revocable Trust U/A, dated March 24, 1977, as amended and restated on December 22, 2004 (2) 17 Sep. 2012 Pengajuan awal SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Kepemilikan ETF Dimiliki oleh 30 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
EBIT · Harbor ETF Trust 0,12% 549 NS 30 April 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,02% 268.030 NS 31 Mei 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 69.905 NS 30 April 2026 N-PORT
DFAT · Dimensional ETF Trust 0,01% 67.020 NS 30 April 2026 N-PORT
DFSV · Dimensional ETF Trust 0,01% 34.995 NS 30 April 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 12.586 NS 31 Mei 2026 N-PORT
RSSL · Global X Funds 0,01% 3.080 NS 30 April 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,00% 20.159 NS 31 Mei 2026 N-PORT
ITWO · ProShares Trust 0,00% 318 NS 31 Mei 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,00% 34.837 NS 31 Mei 2026 N-PORT
UWM · ProShares Trust 0,00% 249 NS 31 Mei 2026 N-PORT
URTY · ProShares Trust 0,00% 251 NS 31 Mei 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 18.892 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 247 NS 31 Mei 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 3.850 NS 31 Mei 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 559 NS 30 April 2026 N-PORT
HDG · ProShares Trust 0,00% 6 NS 31 Mei 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 961 NS 30 April 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 3.740 NS 31 Mei 2026 N-PORT
EBI · RBB Fund Trust 0,00% 2 NS 31 Mei 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VTI · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
VTWV · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
IWV · iShares Trust 18 Agu 2026 Harian
IWN · iShares Trust 17 Agu 2026 Harian
IWM · iShares Trust 18 Agu 2026 Harian
IWC · iShares Trust 18 Agu 2026 Harian
PRFZ · Invesco Exchange-Traded Fund Trust 13 Juli 2026 Harian