AJG Arthur J. Gallagher & Co. Common Stock
$255,67
Prezzo · Ago 19, 2026
Fondamentali al Ago 5, 2026
Intervallo 52 sett.
$191–$314
53% of range
Rating Analisti
BUY
29 analysts
Prezzo Obiettivo
$290
+14% upside
P/E (TTM)
44.5
ROE
6.9%
Margine di Profitto Netto
10.7%
Informazioni su Arthur J. Gallagher & Co. Common Stock Panoramica della società da Wikipedia
Arthur J. Gallagher & Co. (Gallagher) is an American insurance brokerage and risk management services company based in Rolling Meadows, Illinois, a suburb of Chicago. The company provides insurance brokerage services and risk management services, the latter of which primarily includes the processing of workers compensation and automobile insurance claims through the company's adjusters.
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Arthur J. Gallagher & Co. (Gallagher) is an American insurance brokerage and risk management services company based in Rolling Meadows, Illinois, a suburb of Chicago. The company provides insurance brokerage services (87% of 2025 revenues) and risk management services (13% of 2025 revenues), the latter of which primarily includes the processing of workers compensation and automobile insurance claims through the company's adjusters.
The company is ranked 367th on the Fortune 500 and 192nd on the Forbes Global 2000.
Founded in 1927, the company ranks among the world's largest insurance brokers.
History
Early years
The company that would become Gallagher was established in 1927 as an insurance agency by Arthur Gallagher in Chicago.
In 1938, Gallagher contributed to the development of The Hartford Group’s Retrospective Rating Program, a plan designed to provide financial incentives to policyholders who maintained lower loss records. He also authored what is noted as Chicago’s first large-deductible fire insurance policy, issued to Bowman Dairy Co. At the time, both initiatives were regarded as innovative within the insurance industry.
After World War II, in 1945, Arthur Gallagher’s three sons—Jim, Bob, and John—joined the business.
In 1950, the company was formally incorporated, and each of the three sons was granted an equity stake in the firm.
1980s-present
During the 1980s and 1990s, the company faced significant competitive pressures within the crowded domestic insurance market in the United States.
From 1990 through 2000, the company reported double-digit growth in all but three years, indicating a period of substantial expansion.
In 2000, Gallagher acquired 16 smaller insurance brokerages, which expanded its presence across the United States, eventually leading to operations in all 50 states.
The company began international expansion in 2002 with entry into India and Asia.
In February 2010, Gallagher acquired Securitas Re, a reinsurance brokerage firm based in São Paulo, Brazil, from Estater Gestão de Investimentos Ltda.
In March 2010, Gallagher announced an agreement to acquire substantially all of the insurance brokerage operations of FirstCity Partnership, a London-based firm.
In 2011, Gallagher established operations in Singapore.
In December 2013, Gallagher acquired Bergvall Marine, an insurance brokerage firm based in Oslo, Norway.
The company expanded to Australia in 2014.
In December 2014, Gallagher announced the expansion of its brand presence in Australia through the rebranding of OAMPS Insurance Brokers, following its acquisition of the firm in June of the same year.
In November 2015, Gallagher announced the acquisition of insurance brokers Christie Phoenix (Victoria) and its affiliate Discovery Insurance Services, both based in Victoria, British Columbia.
In December 2015, Gallagher, through its New Zealand subsidiary Crombie Lockwood, acquired Reid Manson, an insurance brokerage based in the central region of the South Island.
In June 2016, Gallagher announced that several Canadian brokerages operating under the Noraxis group would rebrand to Gallagher.
In July 2016, Gallagher acquired an 85% stake in Brim AB, a Stockholm-based specialty insurance and reinsurance brokerage firm.
In August 2017, Gallagher acquired Ballard Benefit Works, a Michigan-based employee benefits brokerage.
In February 2020, Gallagher acquired Affiliated Benefit Consultants, a benefits consulting firm headquartered in Oak Brook, Illinois.
In September 2020, Gallagher reported a ransomware incident affecting certain internal systems. In response to the security event, the company implemented precautionary measures including taking all global systems offline, initiating response protocols, launching an investigation, engaging external cybersecurity professionals, and activating business continuity plans to minimize disruption to customers. By September 28, 2020, the company indicated that it had restarted or was in the process of restarting most of its business systems.
In July 2022, Gallagher acquired Four Corners Group, an executive search firm based in Toronto, Canada.
In December 2022, Gallagher announced the acquisition of Interbrok Group, a retail insurance brokerage firm based in São Paulo, Brazil.
In April 2023, Gallagher acquired BCHR Holdings, operating as Buck, an organization specializing in human resources, pension, and employee benefits consulting services, for $660 million.
In September 2023, Gallagher acquired Eastern Insurance Group, a Massachusetts-based insurance provider that operates as a subsidiary of Eastern Bank.
Also in September 2023, Gallagher announced the acquisition of Lifesure Group Limited, a United Kingdom-based personal lines insurance broking service.
In October 2023, Gallagher acquired Cadence Bank's insurance brokerage unit for $904 million.
In January 2024, Gallagher acquired Köberich Financial Lines, an insurance broker based in Cologne.
In October 2025, Gallagher acquired Meadowbrook Insurance Agency, a retail insurance broker headquartered in Southfield, Michigan.
In August 2025, Gallagher acquired AssuredPartners, a U.S. insurance broker, for $13.45 billion ($12.45 billion net of tax benefits) in the largest sale of a U.S. insurance broker to a strategic acquirer in industry history.
In February 2026, Gallagher Bassett acquired Reck & Co GmbH, a specialist provider of global transport and marine claims services based in Bremen. Reck & Co offers surveying, claim handling, recovery, and loss prevention services.
In February 2026, Gallagher acquired Krose GmbH & Co KG, a commercial insurance and reinsurance broker based in Bremen.
In media
Robert E. Gallagher and Alison Kittrell, The Gallagher Way, released jointly by Marketing Counsel and iUniverse in 2005.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
AJG Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$255.67
Capitalizzazione di Mercato
$65.71B
P/E (TTM)
44.5
EPS (TTM)
$5.74
Ricavi (TTM)
$13.94B
Rendimento div.
1.0%
ROE
6.9%
D/E Debito/Patrimonio
0.5
Intervallo 52 sett.
$191 – $314
AJG Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$13.94B
2023-12-31
→
2025-12-31
EPS
$5.74
2023-12-31
→
2025-12-31
Flusso di cassa libero
—
Margini
10.7%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
AJG
Mediana dei peer
P/E (TTM)
44.5
40.4
P/S (TTM)
4.7
3.7
P/B
2.8
5.3
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
AJG
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
10.7%
6.4%
ROA
2.2%
3.2%
ROE
6.9%
10.1%
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
AJG
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
0.5
—
Current Ratio (Rapporto corrente)
1.1
1.1
Quick Ratio
0.2
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
AJG
Mediana dei peer
Revenue YoY (Ricavi YoY)
20.7%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
17.7%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
14.8%
—
EPS YoY
-11.7%
—
Net Income YoY (Utile Netto YoY)
2.1%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
AJG
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
44.6%
—
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield
1.0%
Rapporto di Distribuzione Utili
44.6%
CAGR Dividendi 5Y
—
| Data ex-dividendo | Importo |
|---|---|
| 05 Giugno 2026 | $0,7000 |
| 06 Marzo 2026 | $0,7000 |
| 05 Dicembre 2025 | $0,6500 |
| 05 Settembre 2025 | $0,6500 |
| 06 Giugno 2025 | $0,6500 |
| 07 Marzo 2025 | $0,6500 |
| 06 Dicembre 2024 | $0,6000 |
| 06 Settembre 2024 | $0,6000 |
| 07 Giugno 2024 | $0,6000 |
| 29 Febbraio 2024 | $0,6000 |
| 30 Novembre 2023 | $0,5500 |
| 31 Agosto 2023 | $0,5500 |
| 01 Giugno 2023 | $0,5500 |
| 02 Marzo 2023 | $0,5500 |
| 01 Dicembre 2022 | $0,5100 |
| 01 Settembre 2022 | $0,5100 |
| 02 Giugno 2022 | $0,5100 |
| 03 Marzo 2022 | $0,5100 |
| 02 Dicembre 2021 | $0,4800 |
| 02 Settembre 2021 | $0,4800 |
AJG Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
29 analisti
- Acquisto forte 6 20,7%
- Compra 17 58,6%
- Mantieni 6 20,7%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
18 analisti · 2026-08-16
Mediana
$286.00
Ora
$255.67
Basso
$250.00
Alto
$388.00
Target mediano
$286.00
+11,9%
Target medio
$290.44
+13,6%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
-0.04%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $2.84 | $2.84 | -0.00% |
| 31 Marzo 2026 | $4.47 | $4.47 | -0.00% |
| 31 Dicembre 2025 | $2.38 | $2.37 | 0.01% |
| 30 Settembre 2025 | $2.32 | $2.57 | -0.25% |
| 30 Giugno 2025 | $2.33 | $2.39 | -0.06% |
| 31 Marzo 2025 | $3.67 | $3.62 | 0.05% |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| AJG | $66.51B | 45.1 | 20.7% | 10.7% | 6.9% | — |
| MRSH | $89.98B | 22.0 | 10.3% | 15.4% | 28.1% | — |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | — |
| RYAN | — | — | 21.3% | 2.1% | 9.9% | — |
| BWIN | — | -48.1 | 8.3% | -2.2% | -5.7% | — |
| HGTY | — | — | 17.3% | 10.2% | 80.3% | — |
| GSHD | — | 70.8 | 16.2% | 7.6% | -107.8% | — |
| LIFE | — | — | 52.0% | 18.4% | -108.4% | — |
| TWFG | — | 54.3 | 22.0% | — | — | — |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 11
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $13.94B | $11.55B | $10.07B | $8.55B | $8.21B | $7.00B | $7.20B | $6.93B | $6.16B | $5.59B | $5.39B | $4.63B | |
| Cost of Revenue | · | · | · | $23M | $1.17B | $882M | $1.35B | $1.82B | $1.64B | $1.41B | · | $1.06B | |
| Operating Expenses | $2.26B | $1.75B | $1.69B | $1.33B | $1.07B | $906M | $1.07B | $904M | $829M | $776M | $841M | $743M | |
| Interest Expense | $639M | $381M | $297M | $257M | $226M | $196M | $180M | $138M | $124M | $110M | $103M | $89M | |
| Pretax Income | $1.87B | $1.88B | $1.19B | $1.33B | $975M | $871M | $626M | $479M | $360M | $334M | $294M | $292M | |
| Income Tax | $368M | $404M | $219M | $211M | $20M | $13M | $-90M | $-196M | $-157M | $-97M | $-96M | $-36M | |
| Net Income | $1.49B | $1.46B | $970M | $1.11B | $907M | $819M | $669M | $634M | $481M | $397M | $357M | $303M | |
| EPS (Basic) | $5.83 | $6.63 | $4.51 | $5.30 | $4.47 | $4.29 | $3.60 | $3.47 | $2.67 | $2.23 | $2.07 | $1.98 | |
| EPS (Diluted) | $5.74 | $6.50 | $4.42 | $5.19 | $4.37 | $4.20 | $3.52 | $3.40 | $2.64 | $2.22 | $2.06 | $1.97 | |
| Shares (Basic) | 256,100,000 | 220,500,000 | 214,900,000 | 210,300,000 | 202,700,000 | 191,000,000 | 186,000,000 | 182,700,000 | 180,100,000 | 177,600,000 | 172,200,000 | 152,900,000 | |
| EBITDA | $1.12B | $842M | $696M | $600M | $566M | $562M | $474M | $419M | $386M | $351M | $334M | $259M |
Stato Patrimoniale 25
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | $738M | $403M | $665M | $605M | $607M | $681M | $546M | $480M | $314M | |
| Receivables | $5.17B | $3.90B | $3.79B | $2.91B | · | · | · | · | · | · | · | · | |
| Prepaid Expense | · | · | · | $197M | $172M | $112M | $116M | $108M | $92M | $78M | $78M | $72M | |
| Other Current Assets | $886M | $518M | $450M | $399M | $1.45B | $1.11B | $1.07B | $1.02B | $882M | $634M | $587M | $667M | |
| Current Assets | $34.36B | $44.11B | $32.12B | $22.29B | $17.67B | $11.12B | $9.12B | $8.12B | $7.27B | $4.42B | $4.21B | $3.81B | |
| PP&E (Net) | $789M | $650M | $726M | $576M | $501M | $451M | $467M | $437M | $412M | $378M | $249M | $195M | |
| PP&E (Gross) | $2.27B | $1.81B | $1.75B | $1.46B | $1.31B | $1.18B | $1.06B | $942M | $881M | $789M | $648M | $549M | |
| Accum. Depreciation | $1.48B | $1.16B | $1.02B | $886M | $808M | $729M | $592M | $505M | $468M | $412M | $399M | $353M | |
| Goodwill | $22.59B | $12.27B | $11.48B | $9.49B | $8.67B | $6.13B | $5.62B | $4.63B | $4.16B | $3.75B | $3.66B | $3.45B | |
| Intangibles | $10.68B | $4.53B | $4.63B | $3.37B | $3.95B | $2.40B | $2.32B | $1.77B | $1.64B | $1.63B | $1.70B | $1.78B | |
| Other Non-current Assets | $1.60B | $1.35B | $1.13B | $990M | $966M | $770M | $774M | $574M | $567M | $504M | $443M | $385M | |
| Total Assets | $70.67B | $64.25B | $51.62B | $38.36B | $33.24B | $22.33B | $19.63B | $16.33B | $14.91B | $13.53B | $10.91B | $10.01B | |
| Short-term Debt | $640M | $200M | $670M | $310M | $245M | $75M | $620M | $365M | $290M | $578M | $245M | $140M | |
| Current Liabilities | $32.52B | $29.26B | $31.06B | $21.34B | $16.73B | $10.13B | $8.92B | $7.69B | $6.73B | $4.61B | $4.19B | $3.64B | |
| Capital Leases | $515M | $328M | $352M | $300M | $309M | $321M | $341M | · | · | · | · | · | |
| Other Non-current Liabilities | $2.02B | $1.69B | $2.32B | $1.90B | $1.87B | $1.31B | $1.27B | $901M | $1.11B | $1.08B | $964M | $937M | |
| Total Liabilities | $47.32B | $44.08B | $40.80B | $29.17B | $24.78B | $16.10B | $14.42B | $11.76B | $10.61B | $7.83B | $7.22B | $6.70B | |
| Long-term Debt | $12.87B | $23M | $24M | $17M | $23M | $20M | $18M | $20M | $20M | $27M | $63M | $46M | |
| Total Debt | $12.74B | $12.93B | $7.68B | $5.87B | $6.06B | $4.34B | $4.44B | $3.46B | $2.98B | $2.72B | $2.32B | $2.27B | |
| Common Stock | $257M | $250M | $217M | $212M | $208M | $194M | $188M | $184M | $181M | $178M | $177M | $165M | |
| Retained Earnings | $5.81B | $4.99B | $4.05B | $3.56B | $2.88B | $2.37B | $1.90B | $1.56B | $1.22B | $916M | $774M | $676M | |
| AOCI | $-525M | $-1.15B | $-792M | $-1.14B | $-726M | $-644M | $-760M | $-786M | $-555M | $-764M | $-522M | $-261M | |
| Stockholders' Equity | $23.32B | $20.15B | $10.78B | $9.14B | $8.51B | $6.19B | $5.16B | $4.50B | $4.24B | $3.60B | $3.64B | $3.23B | |
| Liabilities + Equity | $70.67B | $64.25B | $51.62B | $38.36B | $33.34B | $22.33B | $19.63B | $16.33B | $14.91B | $11.49B | $10.91B | $10.01B | |
| Shares Outstanding | 257,000,000 | 250,000,000 | 216,700,000 | 211,900,000 | 208,500,000 | 193,700,000 | 188,100,000 | 184,000,000 | 181,000,000 | 178,300,000 | 176,900,000 | 164,600,000 |
Flusso di cassa 18
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.12B | $843M | $697M | $600M | $566M | $562M | $474M | $419M | $386M | $351M | $334M | $259M | |
| Stock-based Comp | $49M | $42M | $31M | $24M | $13M | $14M | $14M | $14M | $17M | $15M | $11M | $11M | |
| Deferred Tax | $61M | $109M | $43M | $-209M | $-184M | $-162M | $-171M | · | · | · | · | · | |
| Other Non-cash | $-796M | $127M | $291M | $596M | $402M | $358M | $-38M | $-301M | $-12M | $-158M | $-50M | $-171M | |
| Operating Cash Flow | $1.93B | $2.58B | $2.03B | $1.39B | $1.39B | $1.81B | $1.19B | $765M | $854M | $650M | $686M | $437M | |
| CapEx | · | · | · | · | · | · | · | · | · | $218M | $99M | $82M | |
| Investing Cash Flow | $-15.88B | $-1.59B | $-3.29B | $-1.00B | $-3.43B | $-471M | $-1.45B | $-910M | $-511M | $-485M | · | · | |
| Debt Issued | · | · | · | · | $1.68B | $425M | $725M | $400M | $348M | $326M | · | $1.30B | |
| Net Debt Issued | · | · | · | · | $1.68B | $425M | $725M | $400M | $348M | $326M | · | $1.20B | |
| Stock Issued | $1.50B | $8.51B | $120M | $123M | $1.55B | $112M | $101M | $82M | $60M | $46M | $203M | $997M | |
| Stock Repurchased | · | · | · | · | · | · | · | $11M | $18M | $101M | · | · | |
| Net Stock Activity | $1.50B | $8.51B | $120M | $123M | $1.55B | $112M | $101M | $71M | $43M | $-55M | $203M | $997M | |
| Dividends Paid | $667M | $525M | $474M | $430M | $392M | $347M | $321M | $302M | $283M | $272M | $258M | $223M | |
| Financing Cash Flow | $1.71B | $13.05B | $2.87B | $213M | $3.00B | $-505M | $638M | $162M | $-48M | $-12M | · | · | |
| Net Change in Cash | $-11.93B | $13.93B | $1.58B | $498M | $892M | $950M | $387M | $-68M | $367M | $45M | $210M | $16M | |
| Taxes Paid | $341M | $331M | $226M | $318M | $325M | $113M | $22M | $68M | $56M | $66M | · | · | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $404M | $554M | $321M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $267M | $417M | $220M |
Redditività 5
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 10.7% | 12.7% | 9.6% | 13.0% | 11.1% | 11.7% | · | · | 7.5% | 7.4% | 6.6% | 6.6% | |
| Pretax Margin | 13.4% | 16.2% | 11.8% | 15.5% | 11.9% | 12.4% | · | · | 6.1% | 6.4% | 5.4% | 5.8% | |
| EBITDA Margin | 8.1% | 7.3% | 6.9% | 7.0% | 6.9% | 8.0% | · | · | 6.3% | 6.3% | 6.2% | 5.6% | |
| ROA | 2.2% | 2.4% | 1.8% | 2.9% | 3.0% | 3.7% | 3.5% | 3.9% | 3.5% | 3.7% | 3.4% | 3.6% | |
| ROE | 6.9% | 9.5% | 9.7% | 12.6% | 12.3% | 14.4% | 13.9% | 14.5% | 12.0% | 11.5% | 10.4% | 11.4% |
Liquidità e Solvibilità 4
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.5 | 1.0 | 1.0 | 1.1 | 1.1 | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | 1.0 | |
| Quick Ratio | 0.2 | 0.1 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Debt / Equity | 0.5 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.9 | 0.8 | 0.7 | 0.8 | 0.6 | 0.7 | |
| LT Debt / Equity | 0.5 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.6 | 0.6 | 0.7 |
Efficienza 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | · | · | 0.5 | 0.5 | 0.5 | 0.5 | |
| Receivables Turnover | 3.1 | 3.0 | 3.0 | · | · | · | · | · | · | · | · | · |
Tassi di Crescita 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.7% | 14.7% | 17.8% | 4.2% | 17.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.7% | 12.1% | 12.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -11.7% | 47.1% | -14.8% | 18.8% | 4.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 3.4% | 14.1% | 1.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 2.1% | 50.8% | -12.9% | 22.9% | 10.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.3% | 17.3% | 5.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 13.9% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $13.94B | $11.55B | $10.07B | $8.55B | $8.21B | $7.00B | $7.20B | $6.93B | $6.16B | $5.59B | $5.39B | $4.63B | |
| Net Income TTM | $1.49B | $1.46B | $970M | $1.11B | $907M | $819M | $669M | $634M | $481M | $397M | $357M | $303M | |
| Market Cap | $66.51B | $70.96B | $48.73B | $39.95B | $35.38B | $23.96B | $17.91B | $13.56B | $11.45B | $9.26B | $7.24B | $7.75B | |
| Enterprise Value | · | · | · | $45.48B | $41.03B | $27.64B | $21.74B | $16.41B | $13.75B | $11.44B | $9.08B | $9.70B | |
| P/E | 45.1 | 43.7 | 50.9 | 36.3 | 38.8 | 29.5 | 27.1 | 21.7 | 24.0 | 23.4 | 19.9 | 23.9 | |
| P/S | 4.8 | 6.1 | 4.8 | 4.7 | 4.3 | 3.4 | 2.5 | 2.0 | 1.9 | 1.7 | 1.3 | 1.7 | |
| P/B | 2.9 | 3.5 | 4.5 | 4.4 | 4.2 | 3.9 | 3.5 | 3.0 | 2.8 | 2.6 | 2.0 | 2.4 | |
| P / Tangible Book | · | 21.2 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 34.5 | 27.5 | 24.0 | 18.8 | 20.8 | 13.7 | 16.0 | 17.7 | 13.4 | 14.9 | 11.1 | 19.3 | |
| P / FCF | · | · | · | · | · | · | · | · | · | 22.9 | 13.1 | 24.2 | |
| EV / EBITDA | · | · | · | 75.9 | 72.5 | 49.1 | 45.8 | 39.2 | 35.7 | 32.6 | 27.2 | 37.5 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 28.3 | 16.4 | 30.2 | |
| EV / Revenue | · | · | · | 5.3 | 5.0 | 3.9 | 3.0 | 2.4 | 2.2 | 2.0 | 1.7 | 2.1 | |
| Dividend Yield | 1.0% | 0.74% | 0.97% | 1.1% | 1.1% | 1.5% | 1.8% | 2.2% | 2.5% | 2.9% | 3.6% | 2.9% | |
| Earnings Yield | 2.2% | 2.3% | 2.0% | 2.8% | 2.6% | 3.4% | 3.7% | 4.6% | 4.2% | 4.3% | 5.0% | 4.2% | |
| Payout Ratio | 44.6% | 35.9% | 48.9% | 38.6% | 43.2% | 42.4% | 48.0% | 47.6% | 61.1% | 65.7% | 72.2% | 73.5% | |
| Annual Payout | $667M | $525M | $474M | $430M | $392M | $347M | $321M | $302M | $283M | $272M | $258M | $223M |
Conto Economico 11
| Metrica | Tendenza | 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 | $4.00B | $4.76B | $3.63B | $3.37B | $3.22B | $3.73B | $2.72B | $2.81B | $2.78B | $3.26B | $2.43B | $2.49B | $2.44B | $2.71B | $2.03B | $2.04B | |
| Cost of Revenue | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Operating Expenses | $679M | $643M | $668M | $581M | $519M | $490M | $439M | $454M | $426M | $436M | $450M | $423M | $434M | $382M | $368M | $322M | |
| Interest Expense | $168M | $158M | $161M | $161M | $158M | $158M | $102M | $93M | $94M | $92M | $78M | $73M | $78M | $68M | $64M | $64M | |
| Pretax Income | $414M | $1.04B | $180M | $347M | $473M | $873M | $333M | $403M | $366M | $773M | $-82M | $364M | $297M | $606M | $122M | $315M | |
| Income Tax | $90M | $220M | $26M | $73M | $105M | $164M | $75M | $89M | $80M | $160M | $-43M | $81M | $62M | $119M | $-14M | $59M | |
| Net Income | $324M | $822M | $151M | $273M | $368M | $704M | $259M | $313M | $283M | $608M | $-32M | $281M | $234M | $486M | $136M | $256M | |
| EPS (Basic) | $1.26 | $3.20 | $0.58 | $1.06 | $1.43 | $2.76 | $1.10 | $1.43 | $1.30 | $2.80 | $-0.17 | $1.30 | $1.09 | $2.29 | $0.64 | $1.21 | |
| EPS (Diluted) | $1.25 | $3.16 | $0.58 | $1.04 | $1.40 | $2.72 | $1.10 | $1.39 | $1.27 | $2.74 | $-0.17 | $1.28 | $1.07 | $2.24 | $0.62 | $1.19 | |
| Shares (Basic) | 256,700,000 | 257,100,000 | -511,500,000 | 256,600,000 | 256,200,000 | 254,800,000 | -435,100,000 | 219,300,000 | 218,800,000 | 217,500,000 | -428,500,000 | 215,700,000 | 214,900,000 | 212,800,000 | -419,600,000 | 210,700,000 | |
| EBITDA | · | $339M | · | · | · | $253M | · | · | · | $208M | · | · | · | $159M | · | · |
Stato Patrimoniale 25
| Metrica | Tendenza | 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 | · | · | · | · | · | · | · | · | · | · | · | $858M | $778M | $1.35B | · | $554M | |
| Receivables | $6.08B | $5.96B | $5.17B | $5.43B | $4.74B | $4.52B | $3.90B | $3.99B | $4.18B | $4.15B | · | $3.77B | $3.72B | $3.53B | · | · | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $174M | |
| Other Current Assets | $807M | $773M | $886M | $711M | $505M | $458M | $518M | $435M | $403M | $412M | · | $436M | $418M | $298M | · | $1.56B | |
| Current Assets | $45.45B | $42.02B | $34.36B | $43.01B | $57.84B | $53.44B | $44.11B | $37.28B | $43.31B | $41.48B | · | $35.94B | $36.85B | $28.78B | · | $23.80B | |
| PP&E (Net) | $765M | $762M | $789M | $803M | $691M | $647M | $650M | $660M | $655M | $705M | · | $649M | $640M | $581M | · | $561M | |
| PP&E (Gross) | · | · | $2.27B | · | · | · | $1.81B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.48B | · | · | · | $1.16B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $23.03B | $22.96B | $22.59B | $22.21B | $13.74B | $12.71B | $12.27B | $12.19B | $11.92B | $11.53B | $11.48B | $10.47B | $10.51B | $9.70B | $9.49B | $8.84B | |
| Intangibles | $10.21B | $10.37B | $10.68B | $10.75B | $5.13B | $4.53B | $4.53B | $4.35B | $4.39B | $4.62B | $4.63B | $3.58B | $3.72B | $3.40B | $3.37B | $3.05B | |
| Other Non-current Assets | $1.73B | $1.57B | $1.60B | $1.63B | $1.57B | $1.49B | $1.35B | $1.36B | $1.31B | $1.20B | · | $1.09B | $1.11B | $1.03B | · | $934M | |
| Total Assets | $81.81B | $78.30B | $70.67B | $79.07B | $80.12B | $74.10B | $64.25B | $57.24B | $63.01B | $60.98B | $51.62B | $53.20B | $54.37B | $45.09B | $38.36B | $38.67B | |
| Short-term Debt | $1.52B | $640M | $640M | $770M | $640M | $515M | $200M | $200M | $280M | $108M | · | $425M | $920M | $675M | · | $440M | |
| Current Liabilities | $43.17B | $39.53B | $32.52B | $40.76B | $42.54B | $37.04B | $29.26B | $35.20B | $41.61B | $39.64B | · | $34.47B | $35.59B | $27.10B | · | $22.46B | |
| Capital Leases | $497M | $499M | $515M | $577M | $402M | $326M | $328M | $326M | $335M | $338M | · | $322M | $332M | $311M | · | $302M | |
| Other Non-current Liabilities | $2.26B | $2.22B | $2.02B | $2.27B | $1.96B | $1.89B | $1.69B | $1.65B | $1.61B | $1.60B | · | $1.81B | $1.92B | $1.74B | · | $1.66B | |
| Total Liabilities | $58.06B | $54.50B | $47.32B | $55.83B | $57.07B | $51.74B | $44.08B | $45.03B | $51.41B | $49.63B | · | $42.69B | $43.93B | $35.24B | · | $30.04B | |
| Long-term Debt | · | · | $12.87B | · | · | · | · | · | · | · | · | · | · | · | · | $9M | |
| Total Debt | $13.47B | $12.72B | · | $12.87B | $12.74B | $12.93B | · | $7.99B | $8.07B | $8.10B | · | $6.45B | $6.94B | $6.70B | · | $6.00B | |
| Common Stock | $256M | $257M | $257M | $257M | $256M | $256M | $250M | $219M | $219M | $218M | · | $216M | $216M | $214M | · | $211M | |
| Retained Earnings | $6.59B | $6.45B | $5.81B | $5.82B | $5.72B | $5.52B | $4.99B | $4.86B | $4.68B | $4.53B | · | $4.21B | $4.05B | $3.93B | · | $3.54B | |
| AOCI | $-694M | $-566M | $-525M | $-581M | $-500M | $-934M | $-1.15B | $-593M | $-939M | $-949M | · | $-1.06B | $-883M | $-1.10B | · | $-1.48B | |
| Stockholders' Equity | $23.72B | $23.77B | $23.32B | $23.21B | $23.02B | $22.32B | $20.15B | $12.18B | $11.57B | $11.30B | · | $10.46B | $10.40B | $9.82B | · | $8.57B | |
| Liabilities + Equity | $81.81B | $78.30B | $70.67B | $79.07B | $80.12B | $74.10B | $64.25B | $57.24B | $63.01B | $60.98B | · | $53.20B | $54.37B | $45.09B | · | $38.67B | |
| Shares Outstanding | 256,300,000 | 256,900,000 | 257,000,000 | 256,800,000 | 256,400,000 | 256,100,000 | 250,000,000 | 219,400,000 | 219,100,000 | 218,500,000 | · | 215,900,000 | 215,500,000 | 214,200,000 | · | 210,800,000 |
Flusso di cassa 13
| Metrica | Tendenza | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $358M | $339M | $362M | $276M | $231M | $255M | $214M | $210M | $212M | $208M | $190M | $172M | $176M | $159M | $154M | $146M | |
| Stock-based Comp | $24M | $17M | $12M | $12M | $12M | $14M | $10M | $11M | $10M | $11M | $10M | $9M | $8M | $4M | $7M | $8M | |
| Deferred Tax | $-11M | $97M | $7M | $27M | $-29M | $56M | $106M | $-3M | $-50M | $56M | $34M | $9M | $-33M | $32M | $-188M | $-11M | |
| Other Non-cash | · | $-318M | · | · | · | $-156M | · | · | · | $-94M | · | · | · | $-253M | · | · | |
| Operating Cash Flow | $10M | $957M | $753M | $731M | $-426M | $872M | $739M | $935M | $120M | $789M | $694M | $897M | $12M | $428M | $608M | $14M | |
| Investing Cash Flow | $-353M | $-238M | $-472M | $-13.78B | $-1.35B | $-275M | $-857M | $-230M | $-308M | $-192M | $-1.90B | $-327M | $-808M | $-257M | $-443M | $-192M | |
| Stock Issued | $36M | $55M | $18M | $103M | $44M | $1.33B | $8.37B | $44M | $42M | $52M | $20M | $34M | $36M | $30M | $21M | $33M | |
| Stock Repurchased | $170M | $310M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-255M | · | · | · | $1.33B | · | · | · | $52M | · | · | · | $30M | · | · | |
| Dividends Paid | $179M | $180M | $168M | $167M | $167M | $166M | $131M | $132M | $131M | $131M | $120M | $119M | $118M | $117M | $108M | $108M | |
| Financing Cash Flow | $1.25B | $-723M | $-173M | $569M | $210M | $1.11B | $12.50B | $612M | $-54M | $-5M | $982M | $-668M | $1.60B | $958M | $-661M | $874M | |
| Net Change in Cash | $851M | $-56M | $198M | $-12.47B | $-1.43B | $1.77B | $12.17B | $1.46B | $-243M | $538M | $-242M | $-157M | $851M | $1.13B | $-313M | $487M | |
| Taxes Paid | $145M | $72M | $46M | $89M | $139M | $67M | $74M | $89M | $96M | $72M | $60M | $49M | $63M | $54M | $114M | $62M |
Redditività 5
| Metrica | Tendenza | 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 | 8.1% | 17.3% | · | 8.1% | 11.4% | 18.9% | · | 11.1% | 10.2% | 18.7% | · | 11.3% | 9.6% | 18.0% | · | 12.5% | |
| Pretax Margin | 10.3% | 21.9% | · | 10.3% | 14.6% | 23.4% | · | 14.4% | 13.2% | 23.7% | · | 14.6% | 12.2% | 22.4% | · | 15.4% | |
| EBITDA Margin | · | 7.1% | · | · | · | 6.8% | · | · | · | 6.4% | · | · | · | 5.9% | · | · | |
| ROA | 0.40% | 1.1% | · | 0.40% | 0.51% | 1.0% | · | 0.57% | 0.48% | 1.1% | · | 0.61% | 0.50% | 1.1% | · | 0.78% | |
| ROE | 1.4% | 3.6% | · | 1.5% | 2.1% | 4.2% | · | 2.8% | 2.6% | 5.8% | · | 2.9% | 2.4% | 5.2% | · | 3.0% |
Liquidità e Solvibilità 4
| Metrica | Tendenza | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | · | 1.1 | 1.4 | 1.4 | · | 1.1 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.1 | · | 1.1 | |
| Quick Ratio | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.0 | |
| Debt / Equity | 0.6 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.6 | 0.7 | 0.7 | · | 0.7 | |
| LT Debt / Equity | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.6 |
Efficienza 2
| Metrica | Tendenza | 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 | 0.1 | · | 0.0 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 0.7 | 0.9 | · | 0.7 | 0.7 | 0.9 | · | 0.7 | 0.7 | 0.8 | · | 1.3 | 1.3 | 1.5 | · | · |
Valutazione (TTM) 13
| Metrica | Tendenza | 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 | $15.35B | $15.07B | · | $13.12B | $12.53B | $12.57B | · | $11.33B | $10.97B | $10.90B | · | $9.68B | $9.23B | $9.23B | · | $8.66B | |
| Net Income TTM | $1.79B | $2.16B | · | $1.66B | $1.67B | $1.91B | · | $1.49B | $1.41B | $1.61B | · | $1.26B | $1.26B | $1.47B | · | $1.20B | |
| Market Cap | $58.84B | $55.64B | · | $79.54B | $82.08B | $88.42B | · | $61.73B | $56.81B | $54.63B | · | $49.21B | $47.32B | $40.98B | · | $36.09B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | $54.80B | $53.48B | $46.33B | · | $41.54B | |
| P/E | 33.5 | 26.0 | · | 47.3 | 47.2 | 42.5 | · | 42.1 | 40.8 | 34.1 | · | 39.4 | 37.7 | 28.1 | · | 30.4 | |
| P/S | 3.8 | 3.7 | · | 6.1 | 6.6 | 7.0 | · | 5.4 | 5.2 | 5.0 | · | 5.1 | 5.1 | 4.4 | · | 4.2 | |
| P/B | 2.5 | 2.3 | · | 3.4 | 3.6 | 4.0 | · | 5.1 | 4.9 | 4.8 | · | 4.7 | 4.6 | 4.2 | · | 4.2 | |
| P / Tangible Book | · | · | · | · | 19.8 | 17.4 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 58.1 | · | · | · | 101.4 | · | · | · | 69.2 | · | · | · | 95.6 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | · | · | 290.7 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | 5.7 | 5.8 | 5.0 | · | 4.8 | |
| Earnings Yield | 3.0% | 3.8% | · | 2.1% | 2.1% | 2.4% | · | 2.4% | 2.5% | 2.9% | · | 2.5% | 2.7% | 3.6% | · | 3.3% | |
| Payout Ratio | · | 21.9% | · | · | · | 23.6% | · | · | · | 21.5% | · | · | · | 24.1% | · | · |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ricavi | $13.94B | — | — | $11.55B | — |
| Utile netto | $1.49B | — | — | $1.46B | — |
| EPS Diluito | $5.74 | — | — | $6.50 | — |
Stato Patrimoniale
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.5 | — | — | 0.6 | — |
| Rapporto corrente | 1.1 | — | — | 1.5 | — |
| Quick Ratio | 0.2 | — | — | 0.1 | — |
Ultime notizie Notizie recenti che menzionano questa società
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Proprietari istituzionali (13F) 1.407 filer · $37.7B totale · Aggiornato al 30 Giugno 2026
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.
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 160 (-4 vs trimestre precedente) | 104 (-65 vs trimestre precedente) | 452 (+19 vs trimestre precedente) | 458 (+2 vs trimestre precedente) | +42.6M |
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 CAPITAL MANAGEMENT LLC | $3.851.537.901 | 16.777.183 | 10,22% | Azioni |
| FMR LLC | $2.894.114.399 | 12.606.675 | 7,68% | Azioni |
| Capital World Investors | $2.872.235.049 | 12.511.991 | 7,62% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.859.231.218 | 12.454.725 | 7,59% | Azioni |
| STATE STREET CORP | $2.595.011.070 | 11.303.790 | 6,89% | Azioni |
| Dodge & Cox | $2.149.609.457 | 9.363.634 | 5,71% | Azioni |
| NORGES BANK | $1.545.876.170 | 6.733.790 | 4,10% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $1.252.770.154 | 5.454.300 | 3,32% | Azioni |
| EAGLE CAPITAL MANAGEMENT LLC | $1.122.737.692 | 4.890.612 | 2,98% | Azioni |
| Capital Research Global Investors | $593.625.531 | 2.585.853 | 1,58% | Azioni |
| WCM INVESTMENT MANAGEMENT, LLC | $550.893.700 | 2.425.562 | 1,46% | Azioni |
| GTCR LLC | $544.947.068 | 2.373.773 | 1,45% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $488.779.039 | 2.129.107 | 1,30% | Azioni |
| Capital International Investors | $459.536.264 | 2.002.580 | 1,22% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $440.226.807 | 1.917.615 | 1,17% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $331.153.348 | 1.442.494 | 0,88% | Azioni |
| First Pacific Advisors, LP | $306.772.095 | 1.336.290 | 0,81% | Azioni |
| Brave Warrior Advisors, LLC | $295.002.501 | 1.285.022 | 0,78% | Azioni |
| GOLDMAN SACHS GROUP INC | $287.969.456 | 1.254.386 | 0,76% | Azioni |
| BROWN ADVISORY INC | $276.339.603 | 1.203.710 | 0,73% | Azioni |
| JANUS HENDERSON GROUP PLC | $248.137.976 | 1.145.703 | 0,66% | Azioni |
| FIL Ltd | $246.752.855 | 1.074.848 | 0,65% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $245.446.832 | 1.069.159 | 0,65% | Azioni |
| BECK MACK & OLIVER LLC | $243.781.531 | 1.061.905 | 0,65% | Azioni |
| BROWN BROTHERS HARRIMAN & CO | $229.786.848 | 1.000.945 | 0,61% | Azioni |
| Guinness Asset Management LTD | $194.729.830 | 851.348 | 0,52% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $191.284.684 | 833.230 | 0,51% | Azioni |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $183.427.119 | 799.003 | 0,49% | Azioni |
| Focus Partners Wealth | $177.050.457 | 771.225 | 0,47% | Azioni |
| BANK OF AMERICA CORP /DE/ | $166.491.510 | 725.232 | 0,44% | Azioni |
| Swiss National Bank | $166.452.024 | 725.060 | 0,44% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $164.469.458 | 716.424 | 0,44% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $153.021.986 | 666.561 | 0,41% | Azioni |
| BLS Capital Fondsmaeglerselskab A/S | $151.495.080 | 659.908 | 0,40% | Azioni |
| Unisphere Establishment | $146.855.929 | 639.700 | 0,39% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $144.167.435 | 627.989 | 0,38% | Azioni |
| Mitsubishi UFJ Asset Management Co., Ltd. | $143.485.382 | 625.018 | 0,38% | Azioni |
| Stonehage Fleming Financial Services Holdings Ltd | $137.471.796 | 598.823 | 0,36% | Azioni |
| Woodline Partners LP | $136.929.781 | 596.462 | 0,36% | Azioni |
| COOKE & BIELER LP | $136.278.032 | 593.623 | 0,36% | Azioni |
| Fenimore Asset Management Inc | $132.498.210 | 577.158 | 0,35% | Azioni |
| Vanguard Global Advisers, LLC | $131.074.139 | 570.955 | 0,35% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $127.427.649 | 555.071 | 0,34% | Azioni |
| JUPITER ASSET MANAGEMENT LTD | $125.945.866 | 559.087 | 0,33% | Azioni |
| BlackRock, Inc. | $122.238.449 | 532.467 | 0,32% | Azioni |
| National Pension Service | $118.532.271 | 516.323 | 0,31% | Azioni |
| Mawer Investment Management Ltd. | $117.086.439 | 510.025 | 0,31% | Azioni |
| Legal & General Group Plc | $115.636.935 | 503.711 | 0,31% | Azioni |
| Bank Julius Baer & Co. Ltd, Zurich | $115.129.287 | 502.345 | 0,31% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $115.122.697 | 501.471 | 0,31% | Azioni |
| Connor, Clark & Lunn Investment Management Ltd. | $110.267.292 | 480.321 | 0,29% | Azioni |
| Global Retirement Partners, LLC | $101.291.977 | 441.225 | 0,27% | Azioni |
| RHUMBLINE ADVISERS | $96.644.262 | 420.980 | 0,26% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $95.851.012 | 424.101 | 0,25% | Azioni |
| LAZARD ASSET MANAGEMENT LLC | $95.624.174 | 416.536 | 0,25% | Azioni |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $95.487.575 | 415.941 | 0,25% | Azioni |
| CHILTON INVESTMENT CO INC. | $94.835.367 | 413.100 | 0,25% | Azioni |
| MILFORD FUNDS LTD | $93.599.821 | 407.718 | 0,25% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $91.184.601 | 397.197 | 0,24% | Azioni |
| NZS Capital, LLC | $89.443.456 | 389.613 | 0,24% | Azioni |
| Bowie Capital Management, LLC | $86.817.405 | 378.174 | 0,23% | Azioni |
| APG Asset Management N.V. | $85.369.399 | 425.155 | 0,23% | Azioni |
| Artisan Partners Limited Partnership | $83.255.376 | 362.658 | 0,22% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $79.934.047 | 369.074 | 0,21% | Azioni |
| TD Asset Management Inc | $75.711.956 | 329.799 | 0,20% | Azioni |
| MAIRS & POWER INC | $71.520.008 | 311.539 | 0,19% | Azioni |
| California Public Employees Retirement System | $69.128.348 | 301.121 | 0,18% | Azioni |
| Welch & Forbes LLC | $66.548.641 | 289.883 | 0,18% | Azioni |
| ZACKS INVESTMENT MANAGEMENT | $66.124.754 | 288.036 | 0,18% | Azioni |
| BARCLAYS PLC | $65.932.274 | 287.199 | 0,17% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $63.582.396 | 276.963 | 0,17% | Azioni |
| Balyasny Asset Management L.P. | $61.334.217 | 267.170 | 0,16% | Azioni |
| Welch Group, LLC | $60.202.672 | 262.241 | 0,16% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $60.111.201 | 261.632 | 0,16% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $59.985.952 | 261.297 | 0,16% | Azioni |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $59.101.649 | 257.445 | 0,16% | Azioni |
| Central Securities Corp | $58.540.350 | 255.000 | 0,16% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $57.251.624 | 264.344 | 0,15% | Azioni |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $54.919.113 | 239.226 | 0,15% | Azioni |
| CINCINNATI FINANCIAL CORP | $53.319.699 | 232.259 | 0,14% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52.778.143 | 229.900 | 0,14% | Opzione Call |
| Gotham Asset Management, LLC | $52.315.789 | 227.886 | 0,14% | Azioni |
| Prana Capital Management, LP | $51.486.353 | 224.273 | 0,14% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $49.581.840 | 215.977 | 0,13% | Azioni |
| FIFTH THIRD BANCORP | $48.838.401 | 212.739 | 0,13% | Azioni |
| AVIVA PLC | $48.595.607 | 211.681 | 0,13% | Azioni |
| Quantinno Capital Management LP | $48.095.308 | 209.501 | 0,13% | Azioni |
| Retirement Systems of Alabama | $45.996.186 | 200.358 | 0,12% | Azioni |
| Zurich Insurance Group Ltd/FI | $45.970.704 | 200.247 | 0,12% | Azioni |
| Capital International, Inc./CA/ | $44.844.663 | 195.342 | 0,12% | Azioni |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $44.432.585 | 193.547 | 0,12% | Azioni |
| AMERIPRISE FINANCIAL INC | $43.315.266 | 188.680 | 0,11% | Azioni |
| Fisher Funds Management LTD | $41.553.548 | 181.006 | 0,11% | Azioni |
| COMERICA BANK | $41.337.210 | 159.733 | 0,11% | Azioni |
| LPL Financial LLC | $41.123.050 | 179.131 | 0,11% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40.427.277 | 176.100 | 0,11% | Opzione Put |
| FIRST TRUST ADVISORS LP | $39.389.313 | 171.579 | 0,10% | Azioni |
| ASSETMARK, INC | $39.065.379 | 170.168 | 0,10% | Azioni |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $36.195.385 | 157.666 | 0,10% | Azioni |
| CINCINNATI INSURANCE CO | $36.128.349 | 157.374 | 0,10% | Azioni |
Insider aziendali 41 insider · 22 dirigenti · 21 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Patrick J Gallagher JR | CEO | 26 Maggio 2026 G | 109.417 | 0 | 1 | $-6.322.010 |
| Douglas K Howell | VP & Chief Financial Officer | 22 Giugno 2026 I | 106.710 | 0 | 6 | $-6.381.558 |
| Thomas Joseph Gallagher | President | 01 Luglio 2026 M | 323.743 | 0 | 0 | $0 |
| Mark H. Bloom | Vice President | 16 Agosto 2026 M | 4.417 | 0 | 0 | $0 |
| Michael Robert Pesch | Vice President | 01 Luglio 2026 M | 44.833 | 4 | 0 | $988.489 |
| Vishal Jain | VICE PRESIDENT | 01 Luglio 2026 M | 68.903 | 0 | 0 | $0 |
| Richard C Cary | Controller, CAO | 02 Giugno 2026 S | 47.819 | 0 | 3 | $-3.408.000 |
| William F Ziebell | VICE PRESIDENT | 31 Marzo 2026 M | 48.685 | 0 | 0 | $0 |
| Scott R Hudson | Vice President | 31 Marzo 2026 M | 90.262 | 0 | 3 | $-4.690.413 |
| Walter D. Bay | General Counsel | 31 Marzo 2026 M | 83.292 | 0 | 1 | $-4.041.750 |
| Christopher E Mead | VICE PRESIDENT | 16 Marzo 2026 F | 22.113 | 0 | 3 | $-2.254.345 |
| Susan E Pietrucha | Chief Human Resources Officer | 15 Marzo 2026 F | 16.397 | 0 | 0 | $0 |
| Joel D Cavaness | Vice President | 29 Aprile 2024 M | 159.581 | 0 | 0 | $0 |
| James W Durkin JR | Vice President | 29 Gennaio 2018 M | 303.317 | 0 | 0 | $0 |
| James S Gault | Vice President | 30 Novembre 2017 M | 129.637 | 0 | 0 | $0 |
| David E Mcgurn JR | Vice President | 10 Giugno 2015 M | 15.466 | 0 | 0 | $0 |
| Richard J Mckenna | Vice President | 11 Agosto 2009 J | 66.785 | 0 | 0 | $0 |
| John C Rosengren | VP, Gen. Counsel & Secretary | 15 Maggio 2007 A | 262 | 0 | 0 | $0 |
| Elizabeth Brinkerhoff | Vice President | 14 Giugno 2006 M | 20.996 | 0 | 0 | $0 |
| Robert E Gallagher | Chairman | 14 Marzo 2006 A | 16.951 | 0 | 0 | $0 |
| Nicholas M Elsberg | Vice President | 21 Luglio 2005 A | 23.723 | 0 | 0 | $0 |
| James J Braniff III | Vice President | 26 Novembre 2003 M | 157.056 | 0 | 0 | $0 |
| Christopher C. Miskel | Direttore | 01 Giugno 2026 A | 10.642 | 0 | 0 | $0 |
| David S Johnson | Direttore | 01 Giugno 2026 A | 47.387 | 0 | 0 | $0 |
| Richard De Winton Wilkin Harries | Direttore | 12 Maggio 2026 A | 2.413 | 0 | 0 | $0 |
| Teresa Hillary Clarke | Direttore | 12 Maggio 2026 A | 5.567 | 0 | 0 | $0 |
| David John Coldman | Direttore | 12 Maggio 2026 A | 16.344 | 0 | 0 | $0 |
| Deborah H Caplan | Direttore | 12 Maggio 2026 A | 2.650 | 0 | 0 | $0 |
| Ralph J Nicoletti | Direttore | 12 Maggio 2026 A | 18.414 | 0 | 0 | $0 |
| Norman L Rosenthal | Direttore | 12 Maggio 2026 A | 43.327 | 0 | 0 | $0 |
| Sherry S Barrat | Direttore | 13 Maggio 2025 A | 18.073 | 0 | 0 | $0 |
| William L Bax | Direttore | 07 Maggio 2024 M | 47.904 | 0 | 0 | $0 |
| Kay W Mccurdy | Direttore | 09 Maggio 2023 M | 30.621 | 0 | 0 | $0 |
| Frank E. English Jr. | Direttore | 04 Novembre 2020 S | 5.500 | 0 | 0 | $0 |
| Elbert O Hand | Direttore | 16 Maggio 2018 M | 33.200 | 0 | 0 | $0 |
| James R Wimmer | Direttore | 21 Maggio 2014 M | 27.743 | 0 | 0 | $0 |
| Ilene S Gordon | Direttore | 07 Maggio 2013 M | 21.745 | 0 | 0 | $0 |
| Kimball T Brooker | Direttore | 27 Gennaio 2010 M | 188.040 | 0 | 0 | $0 |
| COUGHLAN GARY P/PA | Direttore | 15 Maggio 2007 A | 8.000 | 0 | 0 | $0 |
| Bernard L Hengesbaugh | Direttore | 09 Dicembre 2004 P | 1.000 | 0 | 0 | $0 |
| Patrick Murphy Gallagher | — | 05 Agosto 2026 G | 53.262 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 166 ETF
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 |
|---|---|---|---|---|
| KBWP · Invesco Exchange-Traded Fund Trust … | 4,18% | 45.553 SH | 08 Agosto 2026 | Giornaliero |
| GFGF · EA Series Trust | 2,12% | 3.904 NS | 29 Maggio 2026 | N-PORT |
| SOVF · Elevation Series Trust | 1,94% | 8.866 NS | 30 Aprile 2026 | N-PORT |
| RUNN · Strategic Trust | 1,74% | 29.933 NS | 31 Maggio 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,34% | 16.627 SH | 08 Agosto 2026 | Giornaliero |
| VOE · VANGUARD INDEX FUNDS | 1,02% | 1.650.247 SH | 08 Agosto 2026 | Giornaliero |
| IYF · iShares Trust | 0,96% | 167.708 SH | 08 Agosto 2026 | Giornaliero |
| CGMM · Capital Group Equity ETF Trust I | 0,71% | 98.307 NS | 31 Maggio 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,69% | 418.822 SH | 08 Agosto 2026 | Giornaliero |
| ESLG · Strategy Shares | 0,68% | 638 NS | 30 Aprile 2026 | N-PORT |
| ESLV · Strategy Shares | 0,64% | 363 NS | 30 Aprile 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,63% | 67.160 NS | 30 Aprile 2026 | N-PORT |
| ESUM · Strategy Shares | 0,58% | 4.305 NS | 30 Aprile 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,57% | 5.567.393 SH | 08 Agosto 2026 | Giornaliero |
| IMCG · iShares Trust | 0,52% | 83.791 SH | 08 Agosto 2026 | Giornaliero |
| FAS · Direxion Shares ETF Trust | 0,52% | 49.167 NS | 30 Aprile 2026 | N-PORT |
| UPSD · ETF Series Solutions | 0,50% | 2.469 NS | 30 Aprile 2026 | N-PORT |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,49% | 95.415 NS | 30 Aprile 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,48% | 26.187 NS | 30 Aprile 2026 | N-PORT |
| UYG · ProShares Trust | 0,46% | 15.842 NS | 31 Maggio 2026 | N-PORT |
| ABCS · EA Series Trust | 0,45% | 256 NS | 29 Maggio 2026 | N-PORT |
| IMCB · iShares Trust | 0,44% | 29.275 SH | 08 Agosto 2026 | Giornaliero |
| FDLO · FIDELITY COVINGTON TRUST | 0,43% | 28.952 NS | 30 Aprile 2026 | N-PORT |
| IXG · iShares Trust | 0,40% | 11.205 SH | 08 Agosto 2026 | Giornaliero |
| PABU · iShares Trust | 0,40% | 39.702 SH | 08 Agosto 2026 | Giornaliero |
| VFVA · VANGUARD WELLINGTON FUND | 0,38% | 13.998 SH | 08 Agosto 2026 | Giornaliero |
| LQAI · Exchange Listed Funds Trust | 0,36% | 37 NS | 30 Aprile 2026 | N-PORT |
| XOEF · iShares Trust | 0,36% | 324 SH | 08 Agosto 2026 | Giornaliero |
| IMCV · iShares Trust | 0,35% | 16.038 SH | 08 Agosto 2026 | Giornaliero |
| USMV · iShares Trust | 0,34% | 323.853 SH | 08 Agosto 2026 | Giornaliero |
| CGGE · Capital Group Global Equity ETF | 0,27% | 38.110 NS | 31 Maggio 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,26% | 1.451.347 SH | 08 Agosto 2026 | Giornaliero |
| USXF · iShares Trust | 0,25% | 14.978 SH | 08 Agosto 2026 | Giornaliero |
| IWX · iShares Trust | 0,24% | 37.720 SH | 08 Agosto 2026 | Giornaliero |
| DFVE · DoubleLine ETF Trust | 0,24% | 297 NS | 31 Marzo 2026 | N-PORT |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 949 NS | 30 Aprile 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,22% | 7.312 SH | 08 Agosto 2026 | Giornaliero |
| EUSA · iShares, Inc. | 0,22% | 16.731 SH | 08 Agosto 2026 | Giornaliero |
| VTV · VANGUARD INDEX FUNDS | 0,22% | 2.446.303 SH | 08 Agosto 2026 | Giornaliero |
| SIZE · iShares Trust | 0,22% | 3.821 SH | 08 Agosto 2026 | Giornaliero |
| IVE · iShares Trust | 0,22% | 426.053 SH | 08 Agosto 2026 | Giornaliero |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 842.464 SH | 08 Agosto 2026 | Giornaliero |
| IUSV · iShares Trust | 0,20% | 223.451 SH | 08 Agosto 2026 | Giornaliero |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,20% | 59.163 SH | 08 Agosto 2026 | Giornaliero |
| GSEW · Goldman Sachs ETF Trust | 0,20% | 17.284 NS | 31 Maggio 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,19% | 1.427 NS | 30 Aprile 2026 | N-PORT |
| DSI · iShares Trust | 0,18% | 39.613 SH | 08 Agosto 2026 | Giornaliero |
| DGRO · iShares Trust | 0,18% | 310.242 SH | 08 Agosto 2026 | Giornaliero |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,18% | 5.142.000 | 08 Agosto 2026 | Giornaliero |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,17% | 7.797.000 | 08 Agosto 2026 | Giornaliero |