AEE Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $99.94
Capitalizzazione di Mercato (MRQ) $27.66B
P/E (TTM) 17.6
EPS (TTM) $5.68
Ricavi (TTM) $8.75B
Rendimento div. 2.8%
ROE (TTM) 12.1%
D/E Debito/Patrimonio (MRQ) 1.6
Intervallo 52 sett. $97–$118

AEE Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Informazioni su Ameren Corporation Common Stock Panoramica della società da Wikipedia

05 · wikidata

Ameren Corporation is an American power company created December 31, 1997, by the merger of Union Electric Company (formerly NYSE: UEP) of St. Louis, Missouri and the neighboring Central Illinois Public Service Company (CIPSCO Inc. holding, formerly NYSE: CIP) of Springfield, Illinois. It is now a holding company for several power companies and energy companies. The company is based in St. Louis, with 2.4 million electric, and 900,000 natural gas customers across 64,000 square miles in central and eastern Missouri and the southern four-fifths of Illinois by area.

Ameren is the holding company for the following:

Ameren Missouri

Ameren Illinois

Ameren Transmission Company

Ameren Services

The Ameren Missouri subsidiary owns Bagnell Dam on the Osage River, which forms the Lake of the Ozarks. Ameren Missouri is responsible for managing water levels on the lake according to federal regulations.

History

Origins

Prior to the formation of Ameren, the first major development in the history of its constituent parts occurred in 1929, when the Bagnell Dam was completed on the Osage River and generated almost 175 megawatts of hydroelectricity for Missouri's Union Electric Company. The dam also created the Lake of the Ozarks with 1,400 miles (2,300 km) of shoreline.

In 1931, Union Electric Light and Power sought additional generating sources (interurbans being one need) and the company began buying power from the Keokuk, IA dam, 150 miles (240 km) north of St. Louis. Union Electric later bought the dam, providing 134 megawatts of hydroelectricity carried over a longer distance than had ever been achieved before.

By the 1950s Union Electric owned gas operations in and around Alton, Illinois, and acquired other utilities to become the third largest distributor of natural gas in Missouri.

In 1952, Ameren's second major constituent, the Central Illinois Public Service Company, became a major pooled energy power distributor with its future Ameren mate, Union Electric Company. The arrangement formed the Midwest Power Pool system. The CIPS Meredosia, Illinois Power Station became a key contributor to the pool, which also included the later Ameren subsidiary Illinois Power Company.

In 1963 Union Electric completed construction of one of the largest pumped storage plants at that time, the then-350-megawatt Taum Sauk Plant, in Reynolds County, Missouri. In 1984 Union Electric added nuclear energy to the mix, when the Callaway Nuclear Generating Station began providing 1,143 megawatts of power from Callaway County, Missouri.

Ameren history

In 1995 shareholders of both CIPSCO Inc. and of its neighboring utility of twice its size, the S&P 500-listed Union Electric Company, approved the merger of the two companies, which were to then be combined as Ameren Corporation. Both of those former utilities had traded publicly on the New York Stock Exchange, under ticker symbol CIP and UEP, respectively. At the time of the merger, Union Electric had assets of nearly US$600 million, but still carried nearly US$1.8 billion in long-term debt, although down from US$2.5 billion which it had accumulated by the 1980s. CIPSCO had assets of about US$210 million, but still carried nearly half of US$1 billion in long-term debt, which it had also accumulated by the 1980s.

The merger was completed on December 31, 1997, when the two public companies became one, as Ameren Corporation, which then began to trade publicly on the New York Stock Exchange with the ticker symbol AEE. The name Ameren comes from the combination of American energy/ Following the merger, Union Electric began doing business as AmerenUE, now known as Ameren Missouri. Today, with nine power plants Ameren Missouri serves 1.2 million power customers and 110,000 gas customers, primarily in Missouri, where more than half of its customers reside in the St. Louis metropolitan area. It also served Iowa as well through the mid-1990s, and served adjoining parts of Illinois until 2010. The former CIPSCO Inc. utility, Central Illinois Public Service Company, became Ameren's other operating company, doing business as AmerenCIPS.

In 2000, Ameren formed the holding company, AmerenEnergy Resources. It contained two further subsidiaries, AmerenEnergy Marketing, and AmerenEnergy Generating. In 2002, Ameren Corporation announced a voluntary retirement program, which was offered to approximately 1,000 of Ameren's 7,400 current employees, expecting to realize significant long-term savings.

In 2003, Ameren acquired Peoria-based CILCORP, Inc. and its leading subsidiary, Central Illinois Light Company, from AES Corporation. CILCORP had traded on the NYSE with ticker symbol CER prior to its acquisition by AES, and by the mid-1990s had become a member of the S&P Small Cap 600 index. CILCO had been another pioneer utility in the region, which had paid a dividend since 1921. By 1996, it had grown to over US$150 million in assets, and carried US$330 million in long-term debt. Following the 2003 Ameren acquisition, that utility began doing business as AmerenCILCO.

At the end of 2003, Ameren's chairman and chief executive, Charles Mueller, retired and was succeeded in both positions by Gary Rainwater, the company's president and chief operating officer the past two years.

In 2004, Ameren acquired the third partner from the 1952 Midwest Power Pool system, Illinois Power Company, from Dynegy Inc. That utility had traded publicly on the NYSE under the ticker symbol IPC through the 1980s, and paid dividends since 1947. As of the late 1980s, the company generated electricity and natural gas, almost entirely from coal plants, with less than 1% fueled from oil and gas. By then, with about $360 million in assets, it carried long-term debt of over US$2 billion.

In 1991, Illinois Power reorganized as a holding company, Illinova Corporation, which traded on the NYSE with ticker symbol ILN. Illinova had grown to an S&P Midcap 400 stock by 1996, with over US$415 million in assets, and had brought the IP utility's debt down to US$1.8 billion by then. In a merger completed February 1, 2000, Illinova became a wholly owned subsidiary of Dynegy Inc. (NYSE: DYN), in which Chevron Corporation also took a 28% stake. Dynegy in turn had been created in June 1998, from the merger of Chevron's natural gas and natural gas liquids businesses with Dynegy's predecessor, NGC Corp. (former ticker NGL). NGC had been an integrated natural gas services company around since 1994. Following Ameren's acquisition of Illinois Power, that subsidiary began doing business as AmerenIP. The IP acquisition made Ameren the major investor-owned power company in downstate Illinois.

In December 2004, Ameren announced that Patrick T. Stokes, the president and chief executive officer of Anheuser-Busch Cos., Inc., was elected to the Ameren board of directors. In 2009, AmerenUE signed an agreement to purchase 102 megawatts (MW) of wind power from phase II of Horizon Wind Energy's Pioneer Prairie Wind Farm in Iowa, which is enough to power 26,000 households. The power AmerenUE is purchasing will tie into the Midwest Independent System Operator (MISO) transmission grid, of which the company is a member, fulfilling AmerenUE's commitment to add 100 megawatts of renewable capacity to serve its Missouri customers by 2010. On October 1, 2010 Ameren's three Illinois operating companies merged to become Ameren Illinois Company. The merger resulted in a single operating company providing power to most of downstate Illinois. However, the Ameren Illinois service territory is split into three rate zones corresponding to the service territories of the three former Illinois operating companies—Zone I (the former AmerenCIPS), Zone II (the former AmerenCILCO) and Zone III (the former AmerenIP). On the same date, AmerenUE changed its name to Ameren Missouri Company. The former Illinois portion of the AmerenUE territory was transferred to Ameren Illinois Zone I. In 2015, Ameren became the first major energy company to open an Innovation Center at the Research Park, University of Illinois at Urbana-Champaign. In 2016, Ameren was named 10th on Business Insider’s 10 best energy companies to work for in America list. In the report, seventy four percent of employees said their job has high meaning.

Ameren Transmission

Ameren owns and operates transmission lines at the following voltages: 345kV, 230kV, 161kV, 138kV, 69kV and 34.5kV.

Service area

As of 2021, Ameren Illinois and Ameren Missouri distribute electricity and natural gas to most of central and southern Illinois and to much of northern and eastern Missouri. This service area includes the cities of St. Louis and East Saint Louis and surrounding suburbs. It excludes almost all of the Chicago metropolitan area, where about three quarters of Illinois's population resides.

Ownership

As of 2017 Ameren shares are mainly held by institutional investors (Vanguard group, BlackRock, State Street Corporation, among others).

Taum Sauk pumped storage plant

Ameren Missouri owns the Taum Sauk pumped storage plant, which failed on December 14, 2005, causing extensive damage to the east fork of the Black River and to Johnson's Shut-Ins State Park. Consequently, FERC fined Ameren $15 million. The State of Missouri has sued Ameren for actual and punitive damages, alleging Ameren recklessly operated the plant and put financial considerations from sale of power to other companies over safety, maintenance and engineering. The plant was operated by remote control with no one onsite during pumping operations. Rebuilding the upper reservoir of the AmerenUE Taum Sauk pumped-storage hydroelectric plant cost $450 million. The upper reservoir was constructed with roller compacted concrete (RCC); and online in 2010, this 54.5-acre (221,000 m2) reservoir is the largest RCC dam in North America. The 450-megawatt Taum Sauk pumped storage hydroelectric plant began generating electricity again on April 21, 2010.

Environmental issues

Clean Air Act

In 2011 the United States Environmental Protection Agency (EPA) filed suit (Case No. 4:11 CV 77 RWS) against Ameren Missouri concerning excess sulfur (SO2) emissions from the Rush Island Plant in Festus, Missouri United States v. Ameren Missouri, 229 F.Supp.3d 906 (2017) 48295 (D.C., E.D. Missouri, Eastern Division. January 23, 2017).

EPA alleged Ameren violated the Clean Air Act, the Missouri State Implementation Plan, and Ameren's Rush Island Plant Title V Permit when it undertook major modifications at the Rush Island Plant in 2007 through 2010 without obtaining the required permits under the Prevention of Significant Deterioration (PSD) provisions of the New Source Review (NSR) program.

In January 2017 the District Court found that Ameren "...violated the Clean Air Act without obtaining the necessary permits, installing best-available pollution technology, and otherwise meeting applicable requirements." Judge Rodney Sippel entered a finding of liability in January 2017 and ordered a remedy that called for the company to equip its Rush Island coal plant in Jefferson County, Missouri, with scrubbers. Ameren instead decided to close the plant in 2024, 15 years ahead of schedule. Sippel also ordered Ameren to install sulfur dioxide scrubbers on its Labadie plant, also in Missouri, but a federal appeals court overturned that condition even though “the government never provided notice of or alleged” that the plant committed a Clean Air Act violation.

Electric vehicles

Ameren has a history of supporting the adoption of electric vehicles. In 2016, the company attempted to launch a pilot program to install electric vehicle charging stations but state utility regulators turned down oversight of the project. As a result, Ameren canceled the program because it would not recover its investments. However, in early 2018 Ameren tried again, this time launching a program called "Charge Ahead" which incentivizes the installation of around 1,200 charging stations. In addition, the program creates incentives for the adoption of commercial electric vehicles.

Former manufactured gas plant

In the nineteenth and twentieth centuries a local utility company operated a coal gasification plant at the corner of Ash and Orr streets in Columbia, Missouri, that was subsequently demolished. The company was purchased by the Ameren Corporation. The gasification process contaminated the soil and some groundwater in the area with carcinogenic chemicals. In June 2014 Ameren was removing contaminated soil from the area, and expected to finish by September 2014. As of 2019 the city is considering purchasing the lot to create a public park. Ameren has been criticized by the North Village Board of Directors for owning "a whole city block that is in disrepair and for an aversion to commerce."

Lake of the Ozarks

Ameren Missouri sponsors the Adopt-the-Shoreline program, which enables people to “adopt” portions of the shoreline for litter control. They also control other shoreline activities in the Lake of the Ozarks such as the regulation of boat docks, seawalls and other structures within the Osage Project boundary on the lake and downstream from Bagnell Dam. The company maintains the Lake and Shoreline Protection Hotline that anyone who wishes can use to report neglected docks or other concerns they may have about the lake.

Labadie Energy Center

Ameren UE Tower

The Ameren UE Tower is a unique combination of an electricity pylon and a radio tower located near Ameren's headquarters in St. Louis, Missouri, USA at 38.623313 N 90.210840 W. It is a 106.5-metres (with antennas on top 111 metres) tall lattice steel structure, which was built in 2009. It carries two 138 kV circuits on three crossbars approximately in half height.

Unlike other electricity pylons that carries antennas, the height of the Ameren UE Tower is not determined by its function as electricity pylon, but rather by its task as radio tower, which requires a significantly greater height than a pour use as an electricity pylon. The design of the Ameren UE Tower has the disadvantage that the installation of larger antennas with a crane or pulley is significantly hampered by the crossbars and power conductors, requiring the shutdown of the high-voltage circuits.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreUtilities industriaUtilities dipendenti8.913 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$8.80B
2016-12-31 → 2025-12-31
EPS$5.35
2016-12-31 → 2025-12-31
Flusso di cassa libero$-775M
2016-12-31 → 2025-12-31
Margine netto17.9%
2016-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni AEE media 5 anni Mediana dei peer Verdetto
P/E (TTM) 17.6media 5 anni ≈20.0 ≈20.0 23.8 Sottovalutato
P/S (TTM) 3.2media 5 anni ≈3.1 ≈3.1 3.3 Sopravvalutato
P/B (MRQ) 2.0media 5 anni ≈2.1 ≈2.1 2.3 Valore equo
EV / EBITDA 13.0media 5 anni ≈13.3 ≈13.3 13.1 Valore equo
Prezzo / FCF (TTM) -19.8media 5 anni ≈-21.8 ≈-21.8 · ·
Prezzo / Flusso di cassa (TTM) 8.5media 5 anni ≈9.7 ≈9.7 9.6 Sottovalutato
EV / Revenue (EV / Ricavi) 5.4media 5 anni ≈5.3 ≈5.3 · ·
EV / FCF -61.3media 5 anni ≈-37.4 ≈-37.4 · ·
Price / Tangible Book (Prezzo / Valore contabile tangibile) 2.1media 5 anni ≈2.1 ≈2.1 · ·
PEG Ratio ≈2.0 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Dividend Yield2.8%
Rapporto di Distribuzione Utili52.6%
Pagamento annualizzato≈$3.00Pagato trimestralmente
CAGR Dividendi 5Y≈7.5%Per azione, rettificato per lo split
Striscia di crescita≈12Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Set 8, 2026$0,75USD≈2.8%
Giu 9, 2026$0,75USD≈2.7%
Mar 10, 2026$0,75USD≈2.6%
Dic 9, 2025$0,71USD≈2.9%
Set 9, 2025$0,71USD≈2.8%
Giu 10, 2025$0,71USD≈2.9%
Mar 11, 2025$0,71USD≈2.8%
Dic 11, 2024$0,67USD≈3.0%
Set 11, 2024$0,67USD≈3.2%
Giu 12, 2024$0,67USD≈3.7%
Mar 12, 2024$0,67USD≈3.5%
Dic 12, 2023$0,63USD≈3.2%
Set 12, 2023$0,63USD≈3.1%
Giu 13, 2023$0,63USD≈3.0%
Mar 14, 2023$0,63USD≈2.9%
Dic 6, 2022$0,59USD≈2.7%
Set 6, 2022$0,59USD≈2.5%
Giu 7, 2022$0,59USD≈2.4%
Mar 8, 2022$0,59USD≈2.6%
Dic 7, 2021$0,55USD≈2.5%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 2.2%
Prossimo report Nov 03, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Lug 29, 2026 $1.13 $1.10 3.0%
31 Marzo 2026 $1.28 $1.19 7.3%
31 Dicembre 2025 $0.78 $0.78 -0.04%
30 Settembre 2025 $2.17 $2.13 2.0%
30 Giugno 2025 $1.01 $0.99 1.7%
31 Marzo 2025 $1.07 $1.08 -0.49%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 13
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $8.80B$7.62B$7.50B$7.96B$6.39B$5.79B$5.91B$6.29B$6.17B$6.08B$6.10B$6.05B
Operating Expenses $6.77B$6.11B$5.94B$6.44B$5.06B$4.49B$4.64B$4.93B$4.76B$4.75B$4.84B$4.80B
Operating Income $2.03B$1.52B$1.56B$1.51B$1.33B$1.30B$1.27B$1.36B$1.41B$1.32B$1.26B$1.25B
Interest Expense $776M$663M$566M$486M$383M$419M$381M$401M$391M$382M$355M$341M
Other Non-op $347M$417M$348M$226M$202M$151M$130M$102M$86M$101M$44M$57M
Pretax Income $1.60B$1.27B$1.34B$1.25B$1.15B$1.03B$1.02B$1.06B$1.10B$1.04B$948M$970M
Income Tax $136M$83M$183M$176M$157M$155M$182M$237M$576M$382M$363M$377M
Net Income $1.46B$1.19B$1.16B$1.08B$995M$877M$834M$821M$529M$659M$630M$586M
EPS (Basic) $5.38$4.43$4.39$4.16$3.86$3.53$3.37$3.34$2.16$2.69$2.60$2.42
EPS (Diluted) $5.35$4.42$4.38$4.14$3.84$3.50$3.35$3.32$2.14$2.68$2.59$2.40
Shares (Basic) 270,500,000266,800,000262,800,000258,400,000256,300,000247,000,000245,600,000243,800,000242,600,000242,600,000242,600,000242,600,000
Shares (Diluted) 272,200,000267,400,000263,400,000259,500,000257,600,000248,700,000247,100,000245,800,000244,200,000243,400,000243,600,000244,400,000
EBITDA $3.64B$3.04B$2.99B$2.95B$2.55B$2.38B$2.27B$2.29B$2.33B$2.22B$2.04B$1.96B
Stato Patrimoniale 26
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $13M$7M$25M$10M$8M$139M$16M$16M$10M$9M$292M$5M
Receivables $665M$525M$494M$600M$434M$415M$393M$463M$445M$437M$388M$423M
Inventory $774M$762M$733M$667M$592M$521M$494M$483M$522M$527M$538M$524M
Other Current Assets $210M$162M$139M$155M$155M$135M$118M$63M$98M$113M$88M$86M
Current Assets $2.57B$2.26B$2.18B$2.67B$1.97B$1.65B$1.43B$1.53B$1.61B$1.59B$1.92B$1.69B
PP&E (Net) $39.31B$36.30B$33.78B$31.26B$29.26B$26.81B$24.38B$22.81B$21.47B$20.11B$18.80B$17.42B
PP&E (Gross) ··$47.18B$43.84B$41.60B$39.72B$36.65B$34.00B$32.03B$30.12B$27.60B$26.20B
Accum. Depreciation $16.57B$16.50B$15.43B$14.46B$14.21B$13.77B$13.01B$12.27B$11.63B$10.96B$10.35B$9.76B
Goodwill $411M$411M$411M$411M$411M$411M$411M$411M$411M$411M$411M$411M
Other Non-current Assets $1.15B$1.12B$921M$768M$891M$789M$876M$650M$522M$538M$575M$629M
Total Assets $48.48B$44.60B$40.83B$37.90B$35.73B$32.03B$28.93B$27.21B$25.95B$24.70B$23.64B$22.29B
Accounts Payable $1.25B$1.06B$1.14B$1.16B$1.09B$958M$874M$817M$902M$805M$777M$711M
Short-term Debt $643M$1.14B$536M$1.07B$545M$490M$440M$597M$484M$558M$301M$714M
Current Liabilities $3.91B$3.41B$3.35B$3.37B$2.83B$2.18B$2.50B$2.69B$2.94B$2.67B$2.09B$2.25B
Capital Leases $73M$67M····$29M·····
Deferred Tax ······$2.88B$2.62B$2.51B$4.26B$3.88B$3.57B
Other Non-current Liabilities $540M$487M$426M$340M$414M$503M$467M$408M$460M$477M$531M$514M
Long-term Debt $19.43B$17.80B$16.11B$14.15B$13.18B$11.19B$9.44B$8.51B$8.00B$7.33B$7.33B$6.25B
Total Debt $19.83B$18.72B$16.51B$15.10B$13.61B$11.58B$9.80B$9.04B$8.42B$7.83B$7.58B$6.95B
Common Stock $3M$3M$3M$3M$3M$3M$2M$2M$2M$2M$2M$2M
Paid-in Capital $8.11B$7.51B$7.22B$6.86B$6.50B$6.18B$5.69B$5.63B$5.54B$5.56B$5.62B$5.62B
Retained Earnings $5.29B$4.60B$4.14B$3.65B$3.18B$2.76B$2.38B$2.02B$1.66B$1.57B$1.33B$1.10B
AOCI $0$-6M$-6M$-1M$13M$-1M$-17M$-22M$-18M$-23M$-3M$-9M
Stockholders' Equity $13.40B$12.11B$11.35B$10.51B$9.70B$8.94B$8.06B$7.63B$7.18B$7.10B$6.95B$6.71B
Liabilities + Equity $48.48B$44.60B$40.83B$37.90B$35.73B$32.03B$28.93B$27.21B$25.95B$24.70B$23.64B$22.29B
Shares Outstanding 276,400,000269,900,000266,300,000262,000,000257,700,000253,300,000246,200,000244,500,000242,600,000242,600,000242,600,000242,600,000
Flusso di cassa 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A $1.61B$1.52B$1.43B$1.37B$1.22B$1.15B$1.00B$938M$876M$835M$777M$710M
Stock-based Comp $28M$28M$26M$24M$22M$21M$20M$20M$17M$17M$24M$25M
Other Non-cash $252M$24M$-51M$-278M$-575M$-256M$314M$391M$688M$618M$586M$230M
Operating Cash Flow $3.35B$2.76B$2.56B$2.26B$1.66B$1.73B$2.17B$2.17B$2.12B$2.12B$2.03B$1.56B
CapEx $4.13B$4.32B$3.60B$3.35B$3.48B$3.23B$2.41B$2.29B$2.13B$2.08B$1.92B$1.78B
Investing Cash Flow $-4.14B$-4.46B$-3.80B$-3.37B$-3.53B$-3.33B$-2.44B$-2.34B$-2.20B$-2.16B$-1.98B$-1.72B
Debt Issued $1.96B$2.54B$2.29B$1.47B$2.00B$2.18B$1.53B$1.35B$1.34B$396M$1.20B$898M
Net Debt Issued $1.96B$2.54B$2.29B$1.47B$2.00B$2.18B$1.53B$1.35B$1.34B$389M$1.20B$898M
Stock Issued $574M$273M$346M$333M$308M$476M$68M$74M$0$0··
Stock Repurchased ······$0$0$24M$51M··
Net Stock Activity $574M$273M$346M$333M$308M$476M$68M$74M····
Dividends Paid $768M$714M$662M$610M$565M$494M$472M$451M$431M$416M$402M$390M
Financing Cash Flow $884M$1.75B$1.29B$1.17B$1.72B$1.73B$334M$205M$102M$-258M$232M$127M
Net Change in Cash $92M$56M$56M$61M$-146M$125M$69M·$1M$-283M$287M$-25M
Taxes Paid $-312M$-92M$-24M$-8M$-1M$13M$13M$21M$-19M$-12M$-15M$-27M
Free Cash Flow $-775M$-1.56B$-1.03B$-1.09B$-1.29B$-942M$-241M$-116M$-28M$47M$100M$-234M
Levered FCF $-1.48B$-2.18B$-1.52B$-1.51B$-1.62B$-1.30B$-554M$-427M$-215M$-195M$-119M$-442M
Redditività 7
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 23.0%19.9%20.8%19.0%20.8%22.4%21.4%21.6%23.6%22.7%20.6%20.7%
Net Margin 16.6%15.6%15.4%13.6%15.6%15.1%14.1%13.1%8.5%10.8%10.3%9.7%
Pretax Margin 18.1%16.7%17.9%15.8%18.0%17.8%17.2%16.8%17.9%17.1%15.6%16.0%
EBITDA Margin 41.3%39.9%39.9%37.1%39.9%41.2%38.4%36.5%37.8%36.5%33.4%32.5%
ROA 3.1%2.8%2.9%2.9%2.9%2.9%3.0%3.1%2.1%2.7%2.7%2.7%
ROE 11.5%10.1%10.6%10.7%10.7%10.3%10.6%11.1%7.3%9.3%9.2%8.8%
ROIC 5.6%4.6%4.8%5.1%4.9%5.4%5.8%6.3%4.5%5.9%5.3%5.6%
Liquidità e Solvibilità 5
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 0.70.70.70.80.70.80.60.60.50.60.90.9
Quick Ratio 0.20.20.20.20.20.30.20.20.20.20.30.2
Debt / Equity 1.51.51.51.41.41.31.21.21.21.11.11.0
LT Debt / Equity 1.41.41.31.31.31.21.11.01.00.91.00.9
Interest Coverage 2.62.32.83.13.53.13.33.43.73.63.53.7
Efficienza 2
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.20.30.30.3
Receivables Turnover 14.815.013.715.415.114.313.813.914.014.715.014.6
Per Azione 6
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share $48.48$44.88$42.62$40.11$37.64$35.29$32.73$31.21$29.61$29.28$28.63$27.67
Revenue / Share $32.33$28.51$28.47$30.66$24.82$23.30$23.92$25.59$25.29$24.96$25.03$24.77
Cash Flow / Share $12.32$10.33$9.73$8.72$6.45$6.94$8.78$8.83$8.62$8.72$8.28$6.35
Cash / Share $0.05$0.03$0.09$0.04$0.03$0.55$0.07$0.07$0.04$0.04$1.20$0.02
Dividend Paid / Share $2.84$2.68$2.52$2.36$2.20$2.00$1.92$1.85$1.78$1.72$1.66$1.61
EPS (TTM) $5.35$4.42$4.38$4.14$3.84$3.50$3.35$3.32$2.14$2.68$2.59$2.40
Tassi di Crescita 10
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 15.4%1.6%-5.7%24.4%10.4%·······
Revenue CAGR 3Y 3.4%6.0%9.0%·········
Revenue CAGR 5Y 8.7%···········
EPS YoY 21.0%0.91%5.8%7.8%9.7%·······
EPS CAGR 3Y 8.9%4.8%7.8%·········
EPS CAGR 5Y 8.9%···········
Net Income YoY 23.1%2.6%7.2%8.4%13.5%·······
Net Income CAGR 3Y 10.6%6.1%9.7%·········
Net Income CAGR 5Y 10.8%···········
Dividends Paid CAGR 5Y 9.2%···········
Valutazione (TTM) 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $8.80B$7.62B$7.50B$7.96B$6.39B$5.79B$5.91B$6.29B$6.17B$6.08B$6.10B$6.05B
Net Income TTM $1.46B$1.19B$1.16B$1.08B$995M$877M$834M$821M$529M$659M$630M$586M
Market Cap $27.60B$24.06B$19.26B$23.30B$22.94B$19.77B$18.91B$15.95B$14.31B$12.73B$10.49B$11.19B
Enterprise Value $47.42B$42.77B$35.75B$38.38B$36.54B$31.21B$28.69B$24.97B$22.72B$20.55B$17.77B$18.14B
P/E 18.720.216.521.523.222.322.919.627.619.616.719.2
P/S 3.13.22.62.93.63.43.22.52.32.11.71.8
P/B 2.12.01.72.22.42.22.32.12.01.81.51.7
P / Tangible Book 2.12.11.82.32.52.3······
P / Cash Flow 8.28.77.510.313.811.48.77.36.86.05.27.2
P / FCF -35.6-15.5-18.6-21.4-17.7-21.0-78.5-137.5-511.1270.8104.9-47.8
EV / EBITDA 13.014.112.013.014.313.112.610.99.79.38.79.2
EV / FCF -61.2-27.5-34.6-35.3-28.3-33.1-119.0-215.2-811.4437.3177.7-77.5
EV / Revenue 5.45.64.84.85.75.44.94.03.73.42.93.0
Dividend Yield 2.8%3.0%3.4%2.6%2.5%2.5%2.5%2.8%3.0%3.3%3.8%3.5%
Earnings Yield 5.4%5.0%6.0%4.7%4.3%4.5%4.4%5.1%3.6%5.1%6.0%5.2%
Payout Ratio 52.6%60.2%57.2%56.5%56.8%56.3%56.6%54.9%82.4%63.7%63.8%66.5%
Annual Payout $768M$714M$662M$610M$565M$494M$472M$451M$431M$416M$402M$390M

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $8.80B $7.62B $7.50B $7.96B $6.39B
Margine Operativo % 23.0% 19.9% 20.8% 19.0% 20.8%
Utile netto $1.46B $1.19B $1.16B $1.08B $995M
EPS Diluito $5.35 $4.42 $4.38 $4.14 $3.84

Proprietari istituzionali (13F) 1.004 filer · $27.0B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 1.004
Valore detenuto $27.0B
Nuove posizioni 99
Posizioni chiuse 72
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
99 (-43 vs trimestre precedente) 72 (+12 vs trimestre precedente) 404 (+34 vs trimestre precedente) 245 (+21 vs trimestre precedente) +15.3M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $3.559.565.123 35.645.555 13,19% Azioni
BlackRock, Inc. $2.918.526.220 25.818.527 10,82% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $2.040.465.258 18.050.825 7,56% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $1.809.972.741 16.011.790 6,71% Azioni
STATE STREET CORP $1.715.000.603 15.171.626 6,36% Azioni
GEODE CAPITAL MANAGEMENT, LLC $880.794.496 7.820.813 3,26% Azioni
FRANKLIN RESOURCES INC $689.447.479 6.099.146 2,56% Azioni
AMERIPRISE FINANCIAL INC $671.112.940 5.936.910 2,49% Azioni
JANUS HENDERSON GROUP PLC $591.056.349 5.377.156 2,19% Azioni
FMR LLC $541.032.766 4.786.206 2,01% Azioni
Invesco Ltd. $509.850.435 4.510.354 1,89% Azioni
GOLDMAN SACHS GROUP INC $415.570.165 3.676.311 1,54% Azioni
MORGAN STANLEY $384.631.248 3.402.611 1,43% Azioni
ALLIANCEBERNSTEIN L.P. $380.746.832 3.463.854 1,41% Azioni
WELLS FARGO & COMPANY/MN $330.679.492 2.925.333 1,23% Azioni
BARCLAYS PLC $291.372.920 2.577.609 1,08% Azioni
Pictet Asset Management Holding SA $272.977.131 2.414.872 1,01% Azioni
Nuveen, LLC $269.421.121 2.383.415 1,00% Azioni
DEUTSCHE BANK AG\ $253.518.765 2.242.735 0,94% Azioni
BANK OF AMERICA CORP /DE/ $245.880.667 2.175.165 0,91% Azioni
Point72 Asset Management, L.P. $241.863.775 2.139.630 0,90% Azioni
NORTHERN TRUST CORP $238.517.564 2.110.028 0,88% Azioni
Legal & General Group Plc $213.155.113 1.885.661 0,79% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $210.864.251 1.865.395 0,78% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $204.015.181 1.776.298 0,76% Azioni
CITADEL ADVISORS LLC $200.768.422 1.776.083 0,74% Azioni
VANGUARD FIDUCIARY TRUST CO $175.730.288 1.554.585 0,65% Azioni
Bank of New York Mellon Corp $169.224.328 1.497.031 0,63% Azioni
JPMORGAN CHASE & CO $161.331.774 1.407.904 0,60% Azioni
JENNISON ASSOCIATES LLC $154.338.599 1.365.345 0,57% Azioni
ANTIPODES PARTNERS Ltd $145.282.738 1.285.233 0,54% Azioni
Soroban Capital Partners LP $141.098.902 1.248.221 0,52% Azioni
Maple-Brown Abbott Ltd $136.933.494 1.363.770 0,51% Azioni
DUFF & PHELPS INVESTMENT MANAGEMENT CO $136.334.831 1.206.076 0,51% Azioni
DIMENSIONAL FUND ADVISORS LP $134.280.776 1.187.748 0,50% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $120.775.370 1.098.757 0,45% Azioni
Qube Research & Technologies Ltd $113.835.010 1.007.033 0,42% Azioni
VOYA INVESTMENT MANAGEMENT LLC $113.159.335 1.001.055 0,42% Azioni
AQR CAPITAL MANAGEMENT LLC $106.740.516 944.272 0,40% Azioni
MILLENNIUM MANAGEMENT LLC $99.279.302 878.267 0,37% Azioni
UBS Group AG $98.931.591 875.191 0,37% Azioni
ROYAL BANK OF CANADA $98.020.000 867.122 0,36% Azioni
REAVES W H & CO INC $95.665.526 846.298 0,35% Azioni
Swiss National Bank $88.193.808 780.200 0,33% Azioni
ExodusPoint Capital Management, LP $86.434.566 764.637 0,32% Azioni
LAZARD ASSET MANAGEMENT LLC $81.653.540 722.342 0,30% Azioni
Clark Capital Management Group, Inc. $79.425.907 702.635 0,29% Azioni
ADAGE CAPITAL PARTNERS GP, L.L.C. $75.588.718 668.690 0,28% Azioni
Mitsubishi UFJ Asset Management Co., Ltd. $75.325.900 666.365 0,28% Azioni
Sumitomo Mitsui Trust Group, Inc. $73.719.036 652.150 0,27% Azioni

Mostra tutti i 1.004 proprietari istituzionali →

Insider aziendali 88 insider · 18 dirigenti · 34 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Martin J Lyons Chairman, President & CEO 03 Marzo 2026 S 282.681 0 1 $-2.999.325
Thomas R Voss Chairman & CEO 10 Marzo 2014 M 132.624 0 0 $0
Andrew M Serri President & CEO of Subsidiary 01 Marzo 2011 F 11.331 0 0 $0
Aaron P Melda Chairman & President of Sub 01 Luglio 2026 A 6.251 0 0 $0
Patrick E Smith Chairman & President of Sub 01 Luglio 2026 A 20.275 0 1 $-251.939
Ryan J Martin SVP Finance 20 Agosto 2026 S 25.595 0 3 $-253.992
Theresa A Shaw SVP and CATO 14 Agosto 2026 S 32.340 0 5 $-305.292
Ajay K Arora EVP of Subsidiary 01 Luglio 2026 A 23.119 0 1 $-334.320
Eric V Seidler SVP of Subsidiary 27 Febbraio 2026 F 14.041 0 0 $0
Chonda J Nwamu Executive Vice President 04 Marzo 2025 S 43.344 0 0 $0
Stephen C Lee VP, INTERIM GC & SECRETARY 28 Febbraio 2025 F 5.704 0 0 $0
Warner L Baxter Executive Chairman 02 Marzo 2023 S 207.272 0 0 $0
Bruce A Steinke SVP, Finance & CAO 01 Marzo 2021 S 54.617 0 0 $0
Gregory L Nelson SVP, GC & Secretary 01 Marzo 2019 S 42.759 0 0 $0
Jerre E Birdsong Vice President & Treasurer 08 Marzo 2013 M 18.996 0 0 $0
Michael G Mueller Vice President of Subsidiary 01 Marzo 2011 F 9.115 0 0 $0
Karen C Foss Sr. Vice Pres. of Subsidiary 24 Febbraio 2011 A · 0 0 $0
Gary L Rainwater Exec. Chmn 01 Marzo 2010 F 65.842 0 0 $0
Rafael Flores Direttore 11 Settembre 2026 S 13.888 0 4 $-294.205
Catherine S Brune Direttore 05 Marzo 2026 G 26.628 0 0 $0
Timothy S. Rausch Direttore 01 Marzo 2026 A 1.251 0 0 $0
Jamie L Engstrom Direttore 05 Gennaio 2026 A 1.686 0 0 $0
Steven O Vondran Direttore 05 Gennaio 2026 A 3.597 0 0 $0
Ward H. Dickson Direttore 05 Gennaio 2026 A 18.946 0 0 $0
Leo S. Mackay Jr. Direttore 05 Gennaio 2026 A 11.834 0 0 $0
Steven H Lipstein Direttore 05 Gennaio 2026 A 37.862 0 0 $0
Ellen M Fitzsimmons Direttore 05 Gennaio 2026 A 53.026 0 0 $0
Richard J Harshman Direttore 05 Gennaio 2026 A 22.135 0 1 $-262.250
Noelle K Eder Direttore 03 Gennaio 2025 A 16.609 0 0 $0
James C Johnson Direttore 03 Gennaio 2025 A 60.196 0 0 $0
Kimberly J Harris Direttore 03 Gennaio 2025 A 3.939 0 0 $0
Edward J Coleman Direttore 03 Gennaio 2024 A 23.252 0 0 $0
Gayle P W Jackson Direttore 02 Gennaio 2019 A 30.449 0 0 $0
Walter J Galvin Direttore 02 Gennaio 2019 A 30.683 0 0 $0
Jackie D Woodard Direttore 31 Dicembre 2015 A 29.714 0 0 $0
Patrick T Stokes Direttore 09 Gennaio 2015 A 29.328 0 0 $0
Stephen F Brauer Direttore 10 Gennaio 2013 A 19.206 0 0 $0
Charles W Mueller Direttore 10 Gennaio 2011 A 56.364 0 0 $0
Harvey Saligman Direttore 10 Gennaio 2011 A 24.068 0 0 $0
Susan S Elliott Direttore 13 Gennaio 2010 A 11.729 0 0 $0
Douglas R Oberhelman Direttore 13 Gennaio 2010 A 12.155 0 0 $0
Richard A Liddy Direttore 11 Gennaio 2008 A 15.555 0 0 $0
LOHMAN GORDON R Direttore 11 Gennaio 2008 A 9.434 0 0 $0
Richard Anthony Lumpkin Direttore 12 Gennaio 2007 A 12.243 0 0 $0
Paul L Miller JR Direttore 01 Luglio 2005 S 4.617 0 0 $0
Thomas A Hays Direttore 06 Gennaio 2005 A 14.657 0 0 $0
GREENWALT CLIFFORD L Direttore 06 Gennaio 2005 A 20.769 0 0 $0
CORNELIUS WILLIAM E Direttore 30 Giugno 2003 L 4.510 0 0 $0
MERRIMAN HANNE M Direttore 31 Marzo 2003 L 5.180 0 0 $0
Michael L Moehn · 03 Agosto 2026 S 199.689 0 4 $-2.779.595
Mark C Lindgren · 03 Marzo 2026 S 44.983 0 1 $-231.844
Shawn E Schukar · 03 Marzo 2026 S 56.830 0 1 $-556.404
Leonard P Singh · 27 Febbraio 2026 F 32.776 0 0 $0
Gwendolyn G Mizell · 27 Febbraio 2026 F 6.324 0 1 $-393.473
David Matthew Feinberg · 05 Febbraio 2026 A 8.260 0 0 $0
Craig S Ivey · 05 Gennaio 2026 A 16.597 0 0 $0
Cynthia J Brinkley · 05 Gennaio 2026 A 13.494 0 0 $0
Mark C Birk · 04 Marzo 2025 G 108.339 0 0 $0
Fadi M Diya · 28 Febbraio 2025 F 65.799 0 0 $0
Bhavani Amirthalingam · 29 Febbraio 2024 F 39.622 0 0 $0
Richard J Mark · 31 Marzo 2022 S 144.165 0 0 $0
Mary P Heger · 28 Febbraio 2022 F 74.457 0 0 $0
Stephen R Wilson · 02 Gennaio 2021 A 31.758 0 0 $0
Maureen A Borkowski · 28 Febbraio 2017 F 38.544 0 0 $0
Daniel F Cole · 01 Marzo 2016 F 73.743 0 0 $0
Charles D Naslund · 27 Febbraio 2015 F 49.657 0 0 $0
Adam C Heflin · 10 Marzo 2014 M 25.641 0 0 $0
Steven R Sullivan · 10 Marzo 2014 M 42.733 0 0 $0
Scott A Cisel · 01 Marzo 2012 F 17.893 0 0 $0
Donna K Martin · 14 Maggio 2009 M 8.757 0 0 $0
Alan R Kelley · 03 Marzo 2008 F 11.973 0 0 $0
David A Whiteley · 02 Marzo 2007 F 15.865 0 0 $0
Jimmy L Davis · 23 Novembre 2005 S 973 0 0 $0
Michael L Menne · 07 Ottobre 2005 P 1.424 0 0 $0
Robert L Powers · 07 Settembre 2005 S 0 0 0 $0
Garry L Randolph · 13 Maggio 2005 S 11.688 0 0 $0
Ronald C Zdellar · 03 Maggio 2005 M 12.769 0 0 $0
John Peters Maccarthy · 22 Aprile 2005 S 9.661 0 0 $0
Craig D Nelson · 14 Marzo 2005 J 7.784 0 0 $0
David J Schepers · 04 Marzo 2005 S 3.819 0 0 $0
Samuel E Willis · 04 Marzo 2005 S 11.897 0 0 $0
Jerry L Simpson · 04 Marzo 2005 S 7.946 0 0 $0
Dennis W Weisenborn · 18 Febbraio 2005 M 3.486 0 0 $0
Scott A Glaeser · 15 Febbraio 2005 M 4.161 0 0 $0
Charles A Bremer · 11 Febbraio 2005 M 17.850 0 0 $0
Ronald D Affolter · 04 Novembre 2004 M 7.349 0 0 $0
Kay J Smith · 11 Marzo 2004 S 3.727 0 0 $0
Paul A Agathen · 09 Marzo 2004 S 12.884 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 120 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
UTES · ETFis Series Trust I 4,00% 479.784 NS 31 Luglio 2026 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3,25% 153.699 SH 01 Ottobre 2026 Giornaliero
PUI · Invesco Exchange-Traded Fund Trust 2,56% 12.268 SH 01 Ottobre 2026 Giornaliero
FXU · First Trust Exchange-Traded AlphaDE… 2,47% 186.989 NS 31 Luglio 2026 N-PORT
VPU · VANGUARD WORLD FUND 1,99% 1.893.953 SH 19 Agosto 2026 Giornaliero
FUTY · FIDELITY COVINGTON TRUST 1,98% 418.785 NS 31 Luglio 2026 N-PORT
IDU · iShares Trust 1,86% 229.081 SH 11 Settembre 2026 Giornaliero
FPWR · First Trust Exchange-Traded Fund IV 1,70% 4.602 NS 31 Luglio 2026 N-PORT
UTSL · Direxion Shares ETF Trust 1,70% 5.872 NS 31 Luglio 2026 N-PORT
JXI · iShares Trust 1,33% 38.058 SH 11 Settembre 2026 Giornaliero
POWR · iShares, Inc. 1,17% 50.782 SH 11 Settembre 2026 Giornaliero
SPLV · Invesco Exchange-Traded Fund Trust … 1,15% 798.276 SH 01 Ottobre 2026 Giornaliero
HUSV · First Trust Exchange-Traded Fund III 1,07% 7.186 NS 31 Luglio 2026 N-PORT
VRAI · ETFis Series Trust I 1,06% 1.800 NS 31 Luglio 2026 N-PORT
EMLP · First Trust Exchange-Traded Fund IV 0,97% 366.658 NS 31 Luglio 2026 N-PORT
TGLB · T. Rowe Price Exchange-Traded Funds… 0,94% 2.259 NS 31 Luglio 2026 N-PORT
EIPX · First Trust Exchange-Traded Fund IV 0,71% 36.518 NS 31 Luglio 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 0,67% 8.814 SH 01 Ottobre 2026 Giornaliero
VOE · VANGUARD INDEX FUNDS 0,54% 1.777.440 SH 19 Agosto 2026 Giornaliero
QLV · FlexShares Trust 0,50% 7.392 NS 31 Luglio 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0,49% 62.130 NS 31 Luglio 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,37% 15.582 NS 31 Luglio 2026 N-PORT
HDV · iShares Trust 0,36% 526.406 SH 11 Settembre 2026 Giornaliero
QUAL · iShares Trust 0,33% 1.449.925 SH 11 Settembre 2026 Giornaliero
EQIN · Columbia ETF Trust I 0,32% 8.862 NS 31 Luglio 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0,31% 9.390.000 01 Ottobre 2026 Giornaliero
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,30% 12.882 NS 31 Luglio 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,30% 5.996.696 SH 19 Agosto 2026 Giornaliero
BSCQ · Invesco Exchange-Traded Self-Indexe… 0,29% 9.207.000 01 Ottobre 2026 Giornaliero
IWS · iShares Trust 0,28% 412.152 SH 11 Settembre 2026 Giornaliero
USMV · iShares Trust 0,26% 596.408 SH 11 Settembre 2026 Giornaliero
FEX · First Trust Exchange-Traded AlphaDE… 0,26% 37.395 NS 31 Luglio 2026 N-PORT
ESLG · Strategy Shares 0,26% 550 NS 31 Luglio 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,24% 3.752 NS 31 Luglio 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 55.288 NS 31 Luglio 2026 N-PORT
IMCV · iShares Trust 0,24% 26.040 SH 11 Settembre 2026 Giornaliero
IWR · iShares Trust 0,21% 1.133.470 SH 11 Settembre 2026 Giornaliero
FDLO · FIDELITY COVINGTON TRUST 0,21% 27.218 NS 31 Luglio 2026 N-PORT
REVS · Columbia ETF Trust I 0,21% 6.257 NS 31 Luglio 2026 N-PORT
IMCB · iShares Trust 0,20% 32.388 SH 11 Settembre 2026 Giornaliero
EUSA · iShares, Inc. 0,20% 35.705 SH 11 Settembre 2026 Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust … 0,19% 15.474 SH 01 Ottobre 2026 Giornaliero
RSP · Invesco Exchange-Traded Fund Trust 0,19% 1.841.090 SH 01 Ottobre 2026 Giornaliero
SIZE · iShares Trust 0,18% 7.470 SH 11 Settembre 2026 Giornaliero
DGRO · iShares Trust 0,18% 719.430 SH 11 Settembre 2026 Giornaliero
IMCG · iShares Trust 0,17% 64.203 SH 11 Settembre 2026 Giornaliero
PFIG · Invesco Exchange-Traded Fund Trust … 0,17% 225.000 01 Ottobre 2026 Giornaliero
XOEF · iShares Trust 0,16% 348 SH 11 Settembre 2026 Giornaliero
BSCT · Invesco Exchange-Traded Self-Indexe… 0,16% 4.707.000 01 Ottobre 2026 Giornaliero
ROUS · Lattice Strategies Trust 0,15% 9.365 NS 31 Luglio 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0,14% 1.563.495 SH 19 Agosto 2026 Giornaliero
VYM · VANGUARD WHITEHALL FUNDS 0,13% 1.102.496 SH 19 Agosto 2026 Giornaliero
VTV · VANGUARD INDEX FUNDS 0,12% 2.628.596 SH 19 Agosto 2026 Giornaliero
ACWV · iShares, Inc. 0,12% 38.305 SH 11 Settembre 2026 Giornaliero
RECS · Columbia ETF Trust I 0,11% 59.893 NS 31 Luglio 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0,11% 5.212.000 01 Ottobre 2026 Giornaliero
VOOV · VANGUARD ADMIRAL FUNDS 0,11% 63.603 SH 19 Agosto 2026 Giornaliero
PFM · Invesco Exchange-Traded Fund Trust 0,10% 7.882 SH 01 Ottobre 2026 Giornaliero
VFMV · VANGUARD WELLINGTON FUND 0,10% 3.846 SH 19 Agosto 2026 Giornaliero
IVE · iShares Trust 0,10% 460.424 SH 11 Settembre 2026 Giornaliero
IUSV · iShares Trust 0,09% 243.326 SH 11 Settembre 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,09% 166.794 SH 19 Agosto 2026 Giornaliero
IWD · iShares Trust 0,08% 615.730 SH 11 Settembre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,06% 54.570 SH 01 Ottobre 2026 Giornaliero
TOPC · iShares Trust 0,05% 170 SH 11 Settembre 2026 Giornaliero
USCL · iShares Trust 0,05% 14.501 SH 11 Settembre 2026 Giornaliero
VOO · VANGUARD INDEX FUNDS 0,05% 7.189.112 SH 19 Agosto 2026 Giornaliero
VV · VANGUARD INDEX FUNDS 0,05% 323.151 SH 19 Agosto 2026 Giornaliero
TOV · EA Series Trust 0,05% 1.112 NS 31 Luglio 2026 N-PORT
ILCV · iShares Trust 0,05% 6.191 SH 11 Settembre 2026 Giornaliero
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 38.111 NS 31 Luglio 2026 N-PORT
PTLC · Pacer Funds Trust 0,05% 13.995 NS 31 Luglio 2026 N-PORT
VOTE · TCW ETF Trust 0,05% 4.673 NS 31 Luglio 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,05% 22.762 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,05% 51.574 NS 31 Luglio 2026 N-PORT
VOXP · Advisors Series Trust 0,05% 24 NS 31 Luglio 2026 N-PORT
IVV · iShares Trust 0,04% 3.488.213 SH 11 Settembre 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,04% 83.839 NS 31 Luglio 2026 N-PORT
ILCB · iShares Trust 0,04% 5.353 SH 11 Settembre 2026 Giornaliero
SPUU · Direxion Shares ETF Trust 0,04% 1.045 NS 31 Luglio 2026 N-PORT
QDPL · Pacer Funds Trust 0,04% 6.659 NS 31 Luglio 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0,04% 1.647 SH 01 Ottobre 2026 Giornaliero
RWL · Invesco Exchange-Traded Fund Trust … 0,04% 40.972 SH 01 Ottobre 2026 Giornaliero
PBUS · Invesco Exchange-Traded Fund Trust … 0,04% 47.806 SH 01 Ottobre 2026 Giornaliero
IWB · iShares Trust 0,04% 191.780 SH 11 Settembre 2026 Giornaliero
IYY · iShares Trust 0,04% 11.823 SH 11 Settembre 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,04% 8.787.112 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,04% 45.684 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,04% 23.284 SH 19 Agosto 2026 Giornaliero
ITOT · iShares Trust 0,04% 360.300 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,04% 75.937 SH 11 Settembre 2026 Giornaliero
ILCG · iShares Trust 0,04% 11.340 SH 11 Settembre 2026 Giornaliero
HCMT · Direxion Shares ETF Trust 0,04% 1.931 NS 31 Luglio 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0,04% 220 SH 01 Ottobre 2026 Giornaliero
SPXL · Direxion Shares ETF Trust 0,04% 21.634 NS 31 Luglio 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0,04% 5.850 SH 01 Ottobre 2026 Giornaliero
TILT · FlexShares Trust 0,03% 6.802 NS 31 Luglio 2026 N-PORT
TOK · iShares Trust 0,03% 744 SH 11 Settembre 2026 Giornaliero
URTH · iShares, Inc. 0,03% 24.851 SH 11 Settembre 2026 Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe… 0,03% 14.407 SH 01 Ottobre 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,03% 218.281 SH 19 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,03% 130.765 NS 31 Luglio 2026 N-PORT
ACWI · iShares Trust 0,03% 90.460 SH 11 Settembre 2026 Giornaliero
DIVB · iShares Trust 0,03% 5.263 SH 11 Settembre 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,02% 7.394 NS 31 Luglio 2026 N-PORT
ACVF · ETF Opportunities Trust 0,01% 102 NS 31 Luglio 2026 N-PORT
GTO · Invesco Actively Managed Exchange-T… 0,00% 1.000 30 Settembre 2026 Giornaliero
BIV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BLV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BSV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BND · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
VUSB · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
VCRB · VANGUARD MALVERN FUNDS · · 15 Luglio 2026 Giornaliero
VSDB · VANGUARD MALVERN FUNDS · · 15 Luglio 2026 Giornaliero
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
IFRA · iShares Trust · 337.318 SH 11 Settembre 2026 Giornaliero

AEE Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 21 analisti COMPRA
Target mediano $118.50 +18,6%
5 23,8% Acquisto forte
9 42,9% Compra
7 33,3% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

16 analisti · 2026-10-03

Target medio $117.88 +17,9%

← Sotto tutti i target Prezzo attuale $99.94
Basso$104.00 Media$117.88 Alto$136.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
AEE $27.60B 18.7 15.4% 16.6% 11.5% ·
D $51.50B 17.0 14.2% 18.2% 10.7% ·
SRE · · · · · ·
ED $35.85B 17.6 10.9% 12.0% 8.4% ·
WEC $34.32B 21.9 14.0% 15.9% 11.2% ·
PEG $39.99B 19.0 18.2% 17.3% 12.6% ·
DTE · · · · · ·
CNP $25.03B 24.0 8.3% 11.2% 9.5% ·
CMS $21.43B 19.8 13.6% 12.5% 12.3% ·
NI $19.98B 21.4 23.5% 14.2% 10.2% ·
BKH $5.24B 17.4 8.6% 12.6% 8.0% ·

Ultime notizie Notizie recenti che menzionano questa società

23

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

Fonte: SEC 10-Q depositato Ago 3, 2026