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

03
Prezzo $35.31
Capitalizzazione di Mercato (MRQ) $2.96B
P/E (TTM) 12.7
EPS (TTM) $2.77
Ricavi (TTM) $1.92B
Rendimento div. 5.4%
ROE (TTM) 8.3%
D/E Debito/Patrimonio (MRQ) 0.1
Intervallo 52 sett. $34–$44

AVA 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.

Split azionari 1
Data ex-dividendo Split Tipo
10 Novembre 1993 2-for-1 Avanti

Informazioni su Avista Corporation Common Stock Panoramica della società da Wikipedia

05 · wikidata

Avista Corporation is an American energy company which generates and transmits electricity and distributes natural gas to residential, commercial, and industrial customers. Approximately 1,550 employees provide electricity, natural gas, and other energy services to 422,000 electric and 383,000 natural gas customers in three western states. The service territory covers 30,000 square miles (78,000 km2) in eastern Washington, northern Idaho, and parts of southern and eastern Oregon, with a population of 1.5 million.

Avista Utilities is the regulated business unit of Avista Corp., an investor-owned utility headquartered in Spokane, Washington. Avista Corp.'s primary, non-utility subsidiary was Ecova, an energy and sustainability management company with over 700 expense management customers, representing more than 600,000 sites. In 2014, Ecova was sold to Cofely, a subsidiary of GDF Suez.

The company was founded 137 years ago in 1889 as Washington Water Power Company. The board of directors approved a name change to Avista Corporation, effective January 1, 1999, and the company began trading under the Avista name on Monday, January 4.

At that time, the company also bought naming rights for Spokane's minor league baseball park, Avista Stadium.

History

Washington Water Power was incorporated in March 1889 with the aim of generating hydroelectric power from the Spokane River. Earlier in 1889, F. Rockwood Moore, then affiliated with the Edison Electric Illuminating Company, purchased property on both sides of the Spokane River with the intent of developing a power plant for the company. Because of skepticism as to the reliability of hydro power from Eastern investors, and high royalties from Edison Electric, local businessmen including Mr. Moore incorporated the company, sought investors for the new company to build the project.

In the 1890s through the 1930s, Washington Water Power bought up streetcar companies in the city of Spokane and had cornered the transportation market by 1900. Despite seeing a peak in 1910, ridership declined through the 1930s and Washington Water Power's final streetcar line closed in 1936. The company would never again seek to enter the public transportation market.

In 1892 Washington Water Power purchased a park called Twickenham Park on the banks of the Spokane River. The company renamed the attraction Natatorium Park and expanded it with a large swimming pool in 1895 and it became an all-purpose recreation site for the city. Washington Water Power eventually sold the park in 1929.

Washington Water Power expanded in Oregon and into California by acquiring the natural gas operations of CP National from Alltel in 1989. The California operations were sold to Southwest Gas in 2005.

In 2014, Avista acquired Alaska Electric Light & Power, the electric utility for Juneau in an all stock transaction worth $170 million.

Avista supports adoption of electric vehicles. In 2016, Avista proposed a two-year pilot program that would install 265 charging stations for electric cars in the eastern part of Washington state. The program was estimated to cost around $3.1 million. It would install fast electric vehicle charging stations in 120 homes, 100 workplaces, and 45 public areas.

In 2017, Ontario-based electrical utility Hydro One agreed to purchase Avista.

In December 2018, The Washington Utilities and Transportation Commission rejected the proposed takeover by Hydro-One, saying the Ontario government (its largest shareholder) led by recently elected premier Doug Ford, had interfered politically in Hydro One's business affairs, most glaringly ordering the removal of CEO Mayo Schmidt, who he dubbed "the Six Million Dollar Man" during the election, and vowing to fire him if elected.

Lawsuits

On September 27, 2002, Avista was sued for issuing false and misleading statements concerning its business and financial condition, including failing to disclose that Avista was engaged in highly risky energy trading activities with Enron and Portland General Electric. On December 20, 2007, Avista agreed to a $9.5 million settlement.

Restatement

On February 20, 2002, the company voluntarily adjusted the amount originally allocated to IPR&D, stating its intent to restate its third quarter 1998 consolidated financial statements accordingly.

Other media

In the movie Vision Quest, Matthew Modine's character Louden Swain can be seen running over the Monroe Street Bridge with “Washington Water Power” prominently displayed in the background on the historic Washington Water Power Post Street Electric Substation.

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

Wikidata ↗

settoreUtilities industriaUtilities paeseUS

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

06
Ricavi$1.96B
2016-12-31 → 2025-12-31
EPS$2.38
2016-12-31 → 2025-12-31
Flusso di cassa libero$-101M
2016-12-31 → 2025-12-31
Margine netto11.8%
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 AVA media 5 anni Mediana dei peer Verdetto
P/E (TTM) 12.7media 5 anni ≈17.9 ≈17.9 19.8 Sottovalutato
P/S (TTM) 1.5media 5 anni ≈1.8 ≈1.8 2.5 Sottovalutato
P/B (MRQ) 1.0media 5 anni ≈1.3 ≈1.3 1.5 Sottovalutato
EV / EBITDA 5.1media 5 anni ≈8.5 ≈8.5 12.2 Sottovalutato
Prezzo / FCF (TTM) -28.4media 5 anni ≈563.7 ≈563.7 · ·
Prezzo / Flusso di cassa (TTM) 5.4media 5 anni ≈11.3 ≈11.3 8.5 Sottovalutato
EV / Revenue (EV / Ricavi) 1.7media 5 anni ≈2.5 ≈2.5 · ·
EV / FCF -32.5media 5 anni ≈622.0 ≈622.0 · ·
Price / Tangible Book (Prezzo / Valore contabile tangibile) 1.1media 5 anni ≈1.3 ≈1.3 · ·
PEG Ratio ≈2.8 · · ·

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 Yield5.4%
Rapporto di Distribuzione Utili82.4%
Pagamento annualizzato≈$1.97Pagato trimestralmente
CAGR Dividendi 5Y≈3.9%Per azione, rettificato per lo split
Striscia di crescita≈23Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Ago 18, 2026$0,49USD≈5.1%
Mag 19, 2026$0,49USD≈4.8%
Feb 25, 2026$0,49USD≈4.8%
Nov 24, 2025$0,49USD≈4.8%
Ago 19, 2025$0,49USD≈5.2%
Mag 13, 2025$0,49USD≈5.1%
Feb 26, 2025$0,49USD≈4.8%
Nov 26, 2024$0,48USD≈4.9%
Ago 22, 2024$0,48USD≈4.9%
Mag 22, 2024$0,48USD≈5.0%
Feb 22, 2024$0,48USD≈5.5%
Nov 16, 2023$0,46USD≈5.3%
Ago 17, 2023$0,46USD≈5.4%
Mag 25, 2023$0,46USD≈4.3%
Feb 16, 2023$0,46USD≈4.5%
Nov 17, 2022$0,44USD≈4.6%
Ago 18, 2022$0,44USD≈3.9%
Mag 26, 2022$0,44USD≈4.0%
Feb 17, 2022$0,44USD≈4.0%
Nov 18, 2021$0,42USD≈4.3%

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

14
Sorpresa media 7.9%
Prossimo report Nov 03, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Ago 4, 2026 $0.43 $0.24 81.0%
31 Marzo 2026 $1.10 $1.04 6.2%
31 Dicembre 2025 $0.88 $1.03 -14.6%
30 Settembre 2025 $0.36 $0.29 25.0%
30 Giugno 2025 $0.17 $0.31 -44.5%
31 Marzo 2025 $0.98 $1.04 -5.5%

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

15
Conto Economico 14
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Operating Expenses $1.61B$1.63B$1.49B$1.52B$1.21B$1.09B$1.14B$1.14B$1.15B$1.14B$1.23B$1.22B
Operating Income $354M$306M$258M$190M$228M$233M$210M$261M$292M$300M$253M$253M
Interest Expense ······$103M$100M$95M$86M$80M$75M
Interest Income $12M$14M$15M$4M$2M$2M$3M$3M$2M$2M$653.0K$987.0K
Other Non-op $11M$22M$19M$63M$33M$5M$15M$-1M$-607.0K$20.0K$9M$11M
Pretax Income $217M$183M$137M$138M$159M$137M$228M$163M$199M$215M$186M$192M
Income Tax $24M$3M$-34M$-17M$12M$7M$31M$26M$83M$78M$67M$72M
Net Income $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
EPS (Basic) $2.38$2.29$2.24$2.13$2.11$1.91$2.98$2.08$1.80$2.16$1.98$3.12
EPS (Diluted) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Shares (Basic) 80,975,00078,725,00076,396,00072,989,00069,951,00067,962,00066,205,00065,673,00064,496,00063,508,00062,301,00061,632,000
Shares (Diluted) 81,051,00078,820,00076,495,00073,093,00070,085,00068,102,00066,329,00065,946,00064,806,00063,920,00062,708,00061,887,000
EBITDA $643M$580M$523M$443M$460M$457M$416M$448M$460M$455M$401M$391M
Stato Patrimoniale 27
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $19M$30M$35M$13M$22M$14M$10M$15M$16M$9M$10M$22M
Receivables $220M$205M··········
Inventory $236M$193M$160M$108M$85M$67M$67M$64M$58M$53M$54M$66M
Prepaid Expense $56M$37M$53M$30M$24M$24M$20M$18M$12M···
Other Current Assets $119M$91M$104M$151M$81M$85M$40M$54M$33M$50M$31M$45M
Current Assets $729M$656M$662M$722M$434M$344M$305M$347M$338M$351M$306M$395M
PP&E (Gross) $8.89B$8.42B$7.98B$7.73B$7.37B$6.99B$6.63B$6.37B$6.01B$5.66B$5.33B$4.95B
Goodwill $52M$52M$52M$52M$52M$52M$52M$58M$58M$58M$58M$58M
Intangibles ···········$0
Other Non-current Assets $23M$20M$16M$15M$11M$27M$23M$23M$21M$141M$144M$151M
Total Assets $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Accounts Payable $163M$125M$143M$203M$133M$107M$110M$108M$107M$116M$114M$113M
Accrued Liabilities $54M$51M$54M$50M$39M$35M$35M$33M$34M···
Short-term Debt $388M$354M$349M$463M$284M$203M$186M$190M$105M$120M··
Current Liabilities $878M$771M$775M$965M$913M$506M$531M$640M$698M$408M$475M$385M
Capital Leases $60M$62M$64M$64M$66M$68M$66M$0····
Deferred Tax $778M$751M$718M$675M$643M$595M$529M$488M$467M$841M$747M$710M
Other Non-current Liabilities $305M$253M$210M$176M$178M$215M$201M$71M$73M$153M$131M$146M
Total Liabilities $5.65B$5.35B$5.22B$5.08B$4.70B$4.37B$4.14B$4.01B$3.78B$3.66B$3.38B$3.22B
Long-term Debt ···$2.29B$2.15B$2.01B$1.84B·····
Total Debt $388M$354M$364M$2.76B$2.43B$2.21B$186M$190M$105M···
Common Stock $1.80B$1.72B$1.64B$1.53B$1.38B$1.29B$1.21B$1.14B$1.13B$1.08B$1.00B$1000M
Retained Earnings $905M$871M$841M$812M$786M$758M$739M$645M$604M$581M$531M$492M
AOCI $-1M·$-357.0K$-2M$-11M$-14M$-10M$-8M$-8M$-8M$-7M$-8M
Stockholders' Equity $2.71B$2.59B$2.48B$2.33B$2.15B$2.03B$1.94B$1.77B$1.73B$1.65B$1.53B$1.48B
Liabilities + Equity $8.36B$7.94B$7.70B$7.42B$6.85B$6.40B$6.08B$5.78B$5.51B$5.31B$4.91B$4.70B
Shares Outstanding 82,193,00080,039,00078,075,00074,946,00071,498,00069,238,90167,176,99665,688,35665,494,33364,187,93462,312,65162,243,374
Flusso di cassa 19
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A $289M$274M$265M$253M$232M$224M$206M$187M$176M$165M$148M$138M
Stock-based Comp $9M$9M$8M$9M$5M$6M$11M$5M$7M$8M$7M$8M
Deferred Tax $2M$-5M$-37M$-18M$11M$45M$15M$9M$70M$125M$55M$139M
Amort. of Intangibles ···········$6M
Other Non-cash $-24M$76M$39M$-275M$-128M$-74M$-31M$24M$42M$-76M$46M$-215M
Operating Cash Flow $469M$534M$447M$124M$267M$331M$398M$362M$410M$358M$376M$267M
CapEx $570M$533M$499M$452M$440M$404M$443M$424M$412M$407M$393M$326M
Investing Cash Flow $-564M$-539M$-510M$-460M$-445M$-411M$-446M$-440M$-434M$-432M$-388M$-104M
Debt Issued $140M$84M$250M$400M$140M$165M$180M$375M$90M$245M$100M$150M
Net Debt Issued $140M$84M$250M$400M$137M$165M$180M$375M$87M$82M$97M$110M
Stock Issued $78M$68M$113M$137M$90M$72M$65M$1M$56M$67M$2M$4M
Stock Repurchased ········$0$0$3M$80M
Net Stock Activity $78M$68M$112M$138M$90M$72M$65M$1M$56M$67M$-1M$-76M
Dividends Paid $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M
Financing Cash Flow $84M$0$85M$327M$186M$84M$43M$77M$31M$72M$528.0K$-224M
Net Change in Cash $-11M$-5M$22M$-9M$8M$4M$-5M$-2M$8M$-2M$-12M$-60M
Taxes Paid $28M$11M$2M······$-13M$-10M$45M
Free Cash Flow $-101M$1M$-52M$-328M$-173M$-73M$-44M$-62M$-2M$-48M$-18M$-58M
Levered FCF ······$-133M$-146M$-58M$-104M$-69M$-105M
Redditività 7
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 18.0%15.8%14.7%11.1%15.9%17.6%15.6%18.7%19.7%20.1%17.1%17.2%
Net Margin 9.8%9.3%9.8%9.1%10.2%9.8%14.6%9.8%8.0%9.5%8.3%13.0%
Pretax Margin 11.1%9.4%7.8%8.1%11.1%10.3%17.0%11.6%13.7%14.9%12.5%13.1%
EBITDA Margin 32.7%29.9%29.9%25.9%32.0%34.6%30.9%32.1%31.8%31.5%27.0%26.6%
ROA 2.4%2.3%2.3%2.2%2.2%2.1%3.3%2.4%2.1%2.7%2.6%4.4%
ROE 7.3%7.0%7.0%6.8%6.9%6.5%10.3%7.8%6.8%8.4%8.1%12.9%
ROIC 10.2%10.2%11.3%4.2%4.6%5.2%8.5%11.2%9.0%11.2%10.5%10.6%
Liquidità e Solvibilità 5
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 0.80.90.90.70.50.70.60.50.50.90.61.0
Quick Ratio 0.00.00.00.00.00.00.00.00.00.00.00.1
Debt / Equity 0.10.10.11.21.11.10.10.10.1···
LT Debt / Equity ···1.00.91.0······
Interest Coverage ······2.02.63.03.43.23.4
Efficienza 1
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.30.30.30.3
Per Azione 6
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share $32.96$32.37$31.83$31.15$30.14$29.31$28.87$26.99$26.41$25.68$24.53$23.83
Revenue / Share $24.23$24.59$22.90$23.40$20.53$19.41$20.29$21.18$22.31$22.57$23.68$23.79
Cash Flow / Share $5.79$6.77$5.84$1.70$3.81$4.86$6.00$5.49$6.33$5.60$5.99$4.32
Cash / Share $0.23$0.37$0.45$0.18$0.31$0.20$0.15$0.22$0.25$0.13$0.17$0.36
Dividend Paid / Share $1.96$1.90$1.84$1.76$1.69$1.62$1.55$1.49$1.43$1.37$1.32$1.27
EPS (TTM) $2.38$2.29$2.24$2.12$2.10$1.90$2.97$2.07$1.79$2.15$1.97$3.10
Tassi di Crescita 10
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 1.3%10.6%2.5%18.8%8.8%·······
Revenue CAGR 3Y 4.7%10.4%9.8%·········
Revenue CAGR 5Y 8.2%···········
EPS YoY 3.9%2.2%5.7%0.95%10.5%·······
EPS CAGR 3Y 3.9%2.9%5.6%·········
EPS CAGR 5Y 4.6%···········
Net Income YoY 7.2%5.3%10.3%5.2%13.8%·······
Net Income CAGR 3Y 7.6%6.9%9.7%·········
Net Income CAGR 5Y 8.3%···········
Dividends Paid CAGR 5Y 7.6%···········
Valutazione (TTM) 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $1.96B$1.94B$1.75B$1.71B$1.44B$1.32B$1.35B$1.40B$1.45B$1.44B$1.48B$1.47B
Net Income TTM $193M$180M$171M$155M$147M$129M$197M$136M$116M$137M$123M$192M
Market Cap $3.17B$2.93B$2.79B$3.32B$3.04B$2.78B$3.23B$2.79B$3.37B$2.57B$2.20B$2.20B
Enterprise Value $3.54B$3.26B$3.12B$6.07B$5.45B$4.98B$3.41B$2.97B$3.46B···
P/E 16.216.016.020.920.221.116.220.528.818.618.011.4
P/S 1.61.51.61.92.12.12.42.02.31.81.51.5
P/B 1.21.11.11.41.41.41.71.61.91.61.41.5
P / Tangible Book 1.21.21.11.51.41.4······
P / Cash Flow 6.85.56.226.811.48.48.17.78.27.25.98.2
P / FCF -31.42931.8-54.1-10.1-17.6-37.9-72.9-44.7-1652.3-53.1-123.9-37.8
EV / EBITDA 5.55.66.013.711.810.98.26.67.5···
EV / FCF -35.03255.8-60.5-18.5-31.6-67.9-76.9-47.5-1696.0···
EV / Revenue 1.81.71.83.53.83.82.52.12.4···
Dividend Yield 5.0%5.1%5.1%3.9%3.9%4.0%3.2%3.5%2.7%3.4%3.7%3.6%
Earnings Yield 6.2%6.2%6.3%4.8%4.9%4.7%6.2%4.9%3.5%5.4%5.6%8.8%
Payout Ratio 82.4%83.3%82.3%83.2%80.2%85.2%52.2%71.9%79.8%63.5%66.9%40.8%
Annual Payout $159M$150M$141M$129M$118M$110M$103M$98M$92M$87M$82M$78M

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 $1.96B $1.94B $1.75B $1.71B $1.44B
Margine Operativo % 18.0% 15.8% 14.7% 11.1% 15.9%
Utile netto $193M $180M $171M $155M $147M
EPS Diluito $2.38 $2.29 $2.24 $2.12 $2.10

Proprietari istituzionali (13F) 447 filer · $3.4B 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 447
Valore detenuto $3.4B
Nuove posizioni 53
Posizioni chiuse 33
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
53 (-5 vs trimestre precedente) 33 (-5 vs trimestre precedente) 169 (+27 vs trimestre precedente) 117 (-3 vs trimestre precedente) +5.3M

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
BlackRock, Inc. $605.448.096 14.799.513 17,68% Azioni
VANGUARD GROUP INC $421.382.217 10.933.633 12,30% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $294.777.660 7.205.516 8,61% Azioni
STATE STREET CORP $220.478.800 5.389.253 6,44% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $153.920.561 3.762.419 4,49% Azioni
ATLAS Infrastructure Partners (UK) Ltd. $93.732.133 2.291.179 2,74% Azioni
GEODE CAPITAL MANAGEMENT, LLC $90.910.805 2.221.813 2,65% Azioni
WESTWOOD HOLDINGS GROUP INC $81.056.005 1.981.325 2,37% Azioni
DIMENSIONAL FUND ADVISORS LP $62.729.841 1.533.324 1,83% Azioni
MORGAN STANLEY $61.352.599 1.499.695 1,79% Azioni
Invesco Ltd. $57.973.274 1.417.093 1,69% Azioni
TWO SIGMA INVESTMENTS, LP $50.827.893 1.242.432 1,48% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $47.600.299 1.163.537 1,39% Azioni
FIRST TRUST ADVISORS LP $38.934.127 951.702 1,14% Azioni
Bank of New York Mellon Corp $37.918.505 926.876 1,11% Azioni
UBS Group AG $36.849.396 900.743 1,08% Azioni
NORTHERN TRUST CORP $36.215.128 885.239 1,06% Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $35.828.937 875.799 1,05% Azioni
VICTORY CAPITAL MANAGEMENT INC $34.890.830 852.868 1,02% Azioni
GOLDMAN SACHS GROUP INC $31.819.763 777.799 0,93% Azioni
ALGERT GLOBAL LLC $30.262.150 739.725 0,88% Azioni
AQR CAPITAL MANAGEMENT LLC $28.738.917 702.491 0,84% Azioni
GAMCO INVESTORS, INC. ET AL $26.031.728 636.317 0,76% Azioni
Qube Research & Technologies Ltd $25.044.734 612.191 0,73% Azioni
Nuveen, LLC $24.201.579 591.581 0,71% Azioni
VANGUARD FIDUCIARY TRUST CO $22.396.589 547.460 0,65% Azioni
FMR LLC $22.001.841 537.811 0,64% Azioni
D. E. Shaw & Co., Inc. $21.145.642 516.882 0,62% Azioni
PRINCIPAL FINANCIAL GROUP INC $20.617.780 503.979 0,60% Azioni
SEI INVESTMENTS CO $20.397.493 498.596 0,60% Azioni
GABELLI FUNDS LLC $20.137.620 492.242 0,59% Azioni
Legal & General Group Plc $19.465.552 475.814 0,57% Azioni
Bridgewater Associates, LP $19.308.947 471.986 0,56% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $18.398.904 449.741 0,54% Azioni
FRANKLIN RESOURCES INC $16.464.966 402.468 0,48% Azioni
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $12.919.091 315.793 0,38% Azioni
AMERIPRISE FINANCIAL INC $12.908.416 315.532 0,38% Azioni
BANK OF AMERICA CORP /DE/ $12.535.166 306.408 0,37% Azioni
Sound Income Strategies, LLC $12.325.900 301.293 0,36% Azioni
KENNEDY CAPITAL MANAGEMENT LLC $11.978.612 292.804 0,35% Azioni
NUANCE INVESTMENTS, LLC $11.824.232 289.030 0,35% Azioni
LOOMIS SAYLES & CO L P $11.700.096 285.996 0,34% Azioni
Public Sector Pension Investment Board $11.612.713 283.860 0,34% Azioni
Cubist Systematic Strategies, LLC $11.565.605 305.888 0,34% Azioni
ENVESTNET ASSET MANAGEMENT INC $11.373.652 278.016 0,33% Azioni
Advisors Asset Management, Inc. $11.233.100 291.466 0,33% Azioni
CONGRESS ASSET MANAGEMENT CO $11.186.808 273.449 0,33% Azioni
RENAISSANCE TECHNOLOGIES LLC $10.910.697 266.700 0,32% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $10.828.509 264.691 0,32% Azioni
Brandywine Global Investment Management, LLC $9.835.793 255.210 0,29% Azioni

Mostra tutti i 447 proprietari istituzionali →

Insider aziendali 51 insider · 24 dirigenti · 23 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Heather Lynn Rosentrater President & CEO 02 Marzo 2026 M 78.132 0 0 $0
Gary G Ely Chairman & CEO 12 Febbraio 2007 S 143.624 0 0 $0
Kevin J Christie SVP, CFO & Treasurer 02 Marzo 2026 M 46.244 0 0 $0
Gregory Curtis Hesler Sr V President/Corp Secretary 02 Marzo 2026 M 24.970 0 0 $0
Joshua D Diluciano Vice President 02 Settembre 2026 S 8.334 0 2 $-174.105
Jason R Thackston Senior Vice President 14 Maggio 2026 G 41.578 0 0 $0
Wayne O Manuel Senior Vice President 07 Maggio 2026 S 10.521 0 2 $-134.432
Alexis G. Alexander Vice President 13 Marzo 2026 S 3.930 0 2 $-27.279
Scott J Kinney Vice President 02 Marzo 2026 M 13.418 0 0 $0
Latisha Diane Hill Vice President 02 Marzo 2026 M 18.978 0 0 $0
Bryan Alden Cox Senior Vice President 02 Marzo 2026 M 9.441 0 1 $-71.038
Ryan L Krasselt Vice President 02 Marzo 2026 M 30.537 0 0 $0
James M Kensok Vice President - Retired 19 Febbraio 2024 M 14.135 0 0 $0
Mark T Thies EVP - Retired 19 Febbraio 2024 M 91.741 0 0 $0
Marian M Durkin Senior Vice President 11 Marzo 2020 G 73.079 0 0 $0
Karen S Feltes Sr. Vice President 02 Marzo 2020 F 26.281 0 0 $0
Kelly O Norwood Vice President 14 Marzo 2017 S 2.775 0 0 $0
Roger D Woodworth Vice President 04 Febbraio 2016 A 35.179 0 0 $0
Smith Christy M Burmeister Vice President 13 Agosto 2015 I 0 0 0 $0
Don F Kopczynski Vice President 04 Marzo 2015 S 29.106 0 0 $0
Richard L Storro Vice President 02 Gennaio 2013 F 12.163 0 0 $0
Ann M Wilson Vice President & Treasurer 12 Febbraio 2009 A 7.353 0 0 $0
Malyn K Malquist Executive Vice President 14 Gennaio 2009 S 50.277 0 0 $0
Ronald R Peterson Vice President 20 Aprile 2007 M 603 0 0 $0
Julie A. Bentz Direttore 01 Settembre 2026 A 16.852 0 0 $0
Sena M Kwawu Direttore 01 Settembre 2026 A 18.459 0 0 $0
Jeffry L. Philipps Direttore 01 Settembre 2026 A 20.977 0 0 $0
Kevin B Jacobsen Direttore 01 Settembre 2026 A 15.917 0 0 $0
Janet D. Widmann Direttore 01 Settembre 2026 A 22.828 0 1 $-285.862
Rebecca A Klein Direttore 01 Settembre 2026 A 31.272 0 0 $0
Scott Harlan Maw Direttore 01 Settembre 2026 A 33.429 0 0 $0
Heidi B Stanley Direttore 01 Settembre 2026 A 31.327 0 0 $0
Scott L Morris Direttore 01 Settembre 2026 A 109.378 0 0 $0
Donald C Burke Direttore 01 Settembre 2026 A 36.086 0 0 $0
Kristianne Blake Direttore 23 Maggio 2023 J 0 0 0 $0
Marc F Racicot Direttore 14 Maggio 2020 A 22.455 0 0 $0
Erik J Anderson Direttore 13 Marzo 2019 A 22.246 0 0 $0
John F Kelly Direttore 02 Settembre 2016 A 24.509 0 0 $0
Rick R Holley Direttore 13 Maggio 2013 A 6.685 0 0 $0
Michael L Noel Direttore 05 Giugno 2012 S 11.914 0 0 $0
Roy Lewis Eiguren Direttore 08 Marzo 2011 S 6.084 0 0 $0
Brian W Dunham Direttore 02 Settembre 2010 A 7.088 0 0 $0
Jack W Gustavel Direttore 17 Maggio 2010 P 35.650 0 0 $0
Lura J Powell Direttore 05 Maggio 2008 A 11.122 0 0 $0
Jr Jessie J Knight Direttore 16 Maggio 2005 A 16.257 0 0 $0
David A Clack Direttore 14 Maggio 2004 A 14.320 0 0 $0
David J Meyer · 15 Giugno 2026 J 3.662 0 0 $0
Dennis P Vermillion · 10 Marzo 2025 F 163.871 0 0 $0
Edward David Schlect · 03 Gennaio 2023 F 16.037 0 0 $0
John R Taylor · 23 Giugno 2021 J 0 0 0 $0
Diane C Thoren · 02 Gennaio 2013 F 4.183 0 0 $0

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

Proprietà ETF Posseduti da 63 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
PSCU · Invesco Exchange-Traded Fund Trust … 3,04% 12.530 SH 01 Ottobre 2026 Giornaliero
PEY · Invesco Exchange-Traded Fund Trust 2,40% 732.110 SH 01 Ottobre 2026 Giornaliero
DIV · Global X Funds 1,86% 359.564 NS 31 Luglio 2026 N-PORT
XSHD · Invesco Exchange-Traded Fund Trust … 1,62% 29.269 SH 01 Ottobre 2026 Giornaliero
XSLV · Invesco Exchange-Traded Fund Trust … 1,06% 70.473 SH 01 Ottobre 2026 Giornaliero
HSMV · First Trust Exchange-Traded Fund III 0,93% 8.057 NS 31 Luglio 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0,62% 102.315 SH 01 Ottobre 2026 Giornaliero
FYT · First Trust Exchange-Traded AlphaDE… 0,61% 29.211 NS 31 Luglio 2026 N-PORT
ROSC · Lattice Strategies Trust 0,40% 6.144 NS 31 Luglio 2026 N-PORT
ZAP · Global X Funds 0,34% 39.220 NS 31 Luglio 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,31% 106.616 NS 31 Luglio 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,28% 41.496 NS 31 Luglio 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,22% 73.349 SH 19 Agosto 2026 Giornaliero
FUTY · FIDELITY COVINGTON TRUST 0,22% 124.680 NS 31 Luglio 2026 N-PORT
VPU · VANGUARD WORLD FUND 0,21% 565.059 SH 19 Agosto 2026 Giornaliero
EBIT · Harbor ETF Trust 0,19% 569 NS 31 Luglio 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,19% 92.937 SH 19 Agosto 2026 Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust … 0,19% 12.391 SH 01 Ottobre 2026 Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS 0,18% 288.920 SH 19 Agosto 2026 Giornaliero
VIOG · VANGUARD ADMIRAL FUNDS 0,17% 46.231 SH 19 Agosto 2026 Giornaliero
BKSE · BNY Mellon ETF Trust 0,15% 3.184 NS 31 Luglio 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 22.457 NS 31 Luglio 2026 N-PORT
POWR · iShares, Inc. 0,12% 15.122 SH 11 Settembre 2026 Giornaliero
FAB · First Trust Exchange-Traded AlphaDE… 0,12% 5.052 NS 31 Luglio 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,12% 64.981 SH 01 Ottobre 2026 Giornaliero
FSMD · FIDELITY COVINGTON TRUST 0,12% 71.595 NS 31 Luglio 2026 N-PORT
RSSL · Global X Funds 0,11% 40.202 NS 31 Luglio 2026 N-PORT
IWM · iShares Trust 0,10% 2.164.563 SH 11 Settembre 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,10% 483.586 SH 19 Agosto 2026 Giornaliero
SMDX · Tidal Trust III 0,09% 2.958 NS 31 Luglio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,07% 271.819 NS 31 Luglio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,07% 1.203.696 SH 19 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,04% 946.395 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,04% 1.893.844 SH 19 Agosto 2026 Giornaliero
TILT · FlexShares Trust 0,03% 14.536 NS 31 Luglio 2026 N-PORT
WSML · iShares Trust 0,03% 4.825 SH 11 Settembre 2026 Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1.365 SH 01 Ottobre 2026 Giornaliero
PFM · Invesco Exchange-Traded Fund Trust 0,01% 2.353 SH 01 Ottobre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,01% 29.827 SH 01 Ottobre 2026 Giornaliero
VYM · VANGUARD WHITEHALL FUNDS 0,01% 332.262 SH 19 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,01% 98.688 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 4.980 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 17.719 NS 31 Luglio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 27.302 NS 31 Luglio 2026 N-PORT
ITOT · iShares Trust 0,00% 115.881 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,00% 22.375 SH 03 Settembre 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 2.624.564 SH 19 Agosto 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 107.284 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 6.894 SH 19 Agosto 2026 Giornaliero
BLV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BND · VANGUARD BOND INDEX 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
IJR · iShares Trust · 5.043.657 SH 10 Settembre 2026 Giornaliero
IJT · iShares Trust · 367.786 SH 09 Settembre 2026 Giornaliero
IJS · iShares Trust · 392.393 SH 08 Settembre 2026 Giornaliero
IWN · iShares Trust · 792.862 SH 11 Settembre 2026 Giornaliero
IFRA · iShares Trust · 99.769 SH 11 Settembre 2026 Giornaliero
XJR · iShares Trust · 11.397 SH 31 Agosto 2026 Giornaliero
ISCB · iShares Trust · 3.739 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 18.309 SH 11 Settembre 2026 Giornaliero
SMMV · iShares Trust · 15.958 SH 19 Agosto 2026 Giornaliero

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

21
rating · 14 analisti MANTIENI
Target mediano $40.50 +14,7%
1 7,1% Acquisto forte
0 0,0% Compra
7 50,0% Mantieni
5 35,7% Vendi
1 7,1% Vendita forte

Target Price a 12 Mesi

6 analisti · 2026-10-02

Target medio $41.33 +17,1%

← Sotto tutti i target Prezzo attuale $35.31
Basso$37.00 Media$41.33 Alto$50.00

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
AVA $3.17B 16.2 1.3% 9.8% 7.3% ·
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% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
NWE $3.96B 22.0 6.4% 11.2% 6.3% ·
UTL $868M 16.3 8.3% 9.4% 8.9% ·
D $51.50B 17.0 14.2% 18.2% 10.7% ·

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

26

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Fonte: SEC 10-Q depositato Ago 3, 2026