CRVL CorVel Corp. - Common Stock
$69,28
Prezzo · Ago 19, 2026
Fondamentali al Ago 6, 2026
Intervallo 52 sett.
$45–$93
50% of range
Rating Analisti
—
Prezzo Obiettivo
—
P/E (TTM)
32.4
ROE
29.1%
Margine di Profitto Netto
11.5%
Informazioni su CorVel Corp. - Common Stock Panoramica della società da Wikipedia
CorVel Corporation is an American technology company.
Leggi di più
CorVel Corporation is an American technology company.
History
In 1987, Gordon Clemons joined with Jim Michael and Jeffrey Michael, investors from Minnesota, and founded CorVel Corporation (originally named FORTIS). Three small vocational rehabilitation firms were consolidated to form the initial foundation of the new company, valued at approximately $2 million with over 200 associates.
Within two years, the company expanded to 51 American locations, and they entered the medical bill review and medical case management business.
In 1991, the company first issued stock to the public and began trading on the NASDAQ at a market capitalization value of $46 million. The offering raised $3.5 million, net of the repayment of venture funding. The following year, the Fortis name was sold, raising $4 million and the company changed its name to CorVel Corporation. With the funding from the name sale, CorVel began building a national preferred provider organization (PPO).
During the mid '90s, CorVel doubled its office network again, and expanded its software offerings. PPO services became an important part of most healthcare management sales. Out of network medical review was added to the portfolio of provider programs.
By 2005, CorVel grew to over 2,000 clients and 15% compounded annual stock growth.
In March 2009, the company continued to expand its workers' compensation claims management solutions. During the March quarter, CorVel completed the acquisition of a third party administrator (TPA) in New York, the company's third acquisition in its TPA expansion effort. Software development efforts have been focused on the incorporation of artificial intelligence capabilities and workflow management tools in to the claims' management systems in order to enable CorVel's unique process.
In August 2010, CorVel introduced a provider look up app that can be accessed in the Apple Store and Google Play. This mobile app provides access to locate network doctors, specialists, hospitals and other facilities near the user.
In August 2011, the company also introduced a claim intake app available from Apple that provides mobile access to report workplace incidents and injuries.
In March 2012, the company announced revenues for the quarter ended March 31, 2012, that were a 4% increase over the previous quarter in 2011.
In September 2014, CorVel released a new app (My Care) that provides online access to view indemnity payments, access pharmacy cards, review treatment guidelines and review details of the workplace injury claim. The newest feature of the app provides Touch ID for iPhones that provides secure fingerprint access on iOS devices.
In August 2015, the company announced Telehealth Services as part of their existing Enterprise Comp claims management model to offer immediate access to medical providers for injured workers.
Operations
CorVel had revenues of $592 million for fiscal year ending March 31, 2020.
CorVel is licensed to do business in all 50 states, the District of Columbia and Puerto Rico.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
CRVL Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$69.28
Capitalizzazione di Mercato
$3.53B
P/E (TTM)
32.4
EPS (TTM)
$2.14
Ricavi (TTM)
$959M
Rendimento div.
—
ROE
29.1%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$45 – $93
CRVL 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
$959M
2017-03-31
→
2026-03-31
EPS
$2.14
2017-03-31
→
2026-03-31
Flusso di cassa libero
$110M
2017-03-31
→
2026-03-31
Margini
11.5%
2019-03-31
→
2026-03-31
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
CRVL
Mediana dei peer
P/E (TTM)
32.4
35.7
P/S (TTM)
3.7
1.2
P/B
8.9
3.1
Price / FCF (Prezzo / FCF)
32.0
—
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
CRVL
Mediana dei peer
Gross Margin (Margine lordo)
24.3%
20.9%
Net Profit Margin (Margine di Profitto Netto)
11.5%
2.3%
ROA
18.6%
4.3%
ROE
29.1%
6.6%
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
CRVL
Mediana dei peer
Current Ratio (Rapporto corrente)
2.0
1.5
Quick Ratio
1.5
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
CRVL
Mediana dei peer
Revenue YoY (Ricavi YoY)
7.0%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
10.1%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
11.6%
—
EPS YoY
16.9%
—
Net Income YoY (Utile Netto YoY)
16.0%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
CRVL
Mediana dei peer
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 31 Dicembre 2026 | $0.61 | — | — |
| 30 Settembre 2026 | $0.47 | — | — |
| 30 Settembre 2025 | $0.46 | — | — |
| 31 Marzo 2025 | $1.25 | — | — |
| 30 Settembre 2024 | $0.99 | — | — |
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 |
|---|---|---|---|---|---|---|
| CRVL | $2.78B | 25.5 | 7.0% | 11.5% | 29.1% | 24.3% |
| RDNT | $5.28B | -285.4 | 11.5% | -0.91% | -1.9% | — |
| LFST | $2.73B | — | 13.9% | 0.68% | 0.65% | — |
| BLLN | $0 | 584.6 | 100.0% | 2.4% | 6.5% | 68.3% |
| OPCH | $5.00B | 25.1 | 13.0% | 3.7% | 15.4% | 19.3% |
| PRVA | $2.93B | 131.7 | 22.3% | 1.1% | 3.3% | — |
| AVAH | $1.70B | 7.7 | 20.2% | 9.2% | 246.6% | 33.3% |
| GRDN | — | — | 17.9% | 3.4% | 24.8% | 20.2% |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 12
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Cost of Revenue | $726M | $686M | $624M | $560M | $494M | $429M | $466M | $471M | $451M | $414M | |
| Gross Profit | $233M | $210M | $172M | $158M | $152M | $124M | $126M | $125M | $107M | $105M | |
| SG&A Expense | $90M | $89M | $77M | $74M | $68M | $64M | $65M | $63M | $59M | $57M | |
| Pretax Income | $143M | $121M | $95M | $85M | $85M | $59M | $61M | $62M | $48M | $48M | |
| Income Tax | $33M | $26M | $19M | $18M | $18M | $13M | $13M | $15M | $12M | $18M | |
| Net Income | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| EPS (Basic) | $2.15 | $1.85 | $1.48 | $1.28 | $3.74 | $2.59 | $2.59 | $2.48 | $1.90 | $1.52 | |
| EPS (Diluted) | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 | $2.55 | $2.55 | $2.46 | $1.87 | $1.51 | |
| Shares (Basic) | 51,283,000 | 51,379,000 | 51,366,000 | 51,984,000 | 17,753,000 | 17,930,000 | 18,326,000 | 18,794,000 | 18,825,000 | 19,418,000 | |
| Shares (Diluted) | 51,625,000 | 51,994,000 | 52,041,000 | 52,776,000 | 18,127,000 | 18,166,000 | 18,602,000 | 19,008,000 | 19,042,000 | 19,570,000 | |
| EBITDA | $32M | $30M | $26M | $25M | $24M | $23M | · | $23M | $22M | $21M |
Stato Patrimoniale 23
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $233M | $171M | $106M | $71M | $98M | $140M | $83M | $92M | $56M | $29M | |
| Receivables | $101M | $104M | $97M | $81M | $83M | $65M | $66M | $71M | $65M | $63M | |
| Prepaid Expense | $12M | $11M | $11M | $11M | $15M | $8M | $11M | $7M | $7M | $5M | |
| Current Assets | $462M | $387M | $302M | $244M | $265M | $269M | $209M | $215M | $163M | $129M | |
| PP&E (Net) | $118M | $92M | $86M | $83M | $76M | $71M | $76M | $62M | $69M | $63M | |
| PP&E (Gross) | $381M | $334M | $309M | $300M | $284M | $259M | $243M | $240M | $231M | $207M | |
| Accum. Depreciation | $263M | $241M | $223M | $217M | $208M | $189M | $167M | $178M | $161M | $144M | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | |
| Intangibles | $263.0K | $438.0K | $821.0K | $1M | $2M | $2M | $3M | $3M | $3M | $4M | |
| Other Non-current Assets | $618.0K | $454.0K | $1M | $1M | $481.0K | $345.0K | $1M | $756.0K | $1M | $3M | |
| Total Assets | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Accounts Payable | $24M | $15M | $16M | $15M | $14M | $12M | $15M | $10M | $12M | $14M | |
| Accrued Liabilities | $204M | $187M | $168M | $153M | $157M | $149M | $117M | $105M | $85M | $73M | |
| Current Liabilities | $228M | $204M | $184M | $168M | $171M | $162M | $134M | $117M | $98M | $90M | |
| Capital Leases | $21M | $20M | $23M | $24M | $30M | $42M | $85M | $0 | · | · | |
| Deferred Tax | · | · | · | $0 | $2M | $0 | $8M | $6M | $5M | $7M | |
| Total Liabilities | $249M | $224M | $207M | $192M | $203M | $204M | $227M | $123M | $103M | $97M | |
| Common Stock | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | |
| Retained Earnings | $1.01B | $903M | $808M | $732M | $665M | $599M | $553M | $505M | $458M | $423M | |
| Treasury Stock | $888M | $832M | $794M | $748M | $655M | $564M | $532M | $466M | $431M | $420M | |
| Stockholders' Equity | $394M | $322M | $248M | $202M | $212M | $220M | $190M | $195M | $171M | $139M | |
| Liabilities + Equity | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Shares Outstanding | 50,909,297 | 51,359,544 | 51,386,688 | 17,169,500 | 17,569,087 | 17,876,090 | 17,968,966 | 18,557,794 | 18,912,907 | 18,937,233 |
Flusso di cassa 14
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $30M | $26M | $25M | $24M | $23M | $23M | $23M | $22M | $21M | |
| Stock-based Comp | $5M | $6M | $5M | $6M | $5M | $5M | $4M | $4M | $3M | $2M | |
| Deferred Tax | $5M | $-5M | $-3M | $-2M | $2M | $-8M | $1M | $1M | $-874.0K | $-1M | |
| Amort. of Intangibles | $175.0K | $383.0K | $423.0K | $425.0K | $435.0K | $435.0K | $435.0K | $440.0K | $437.0K | $437.0K | |
| Other Non-cash | $3M | $2M | $-5M | $-13M | $-31M | $28M | · | $3M | $2M | $413.0K | |
| Operating Cash Flow | $156M | $127M | $99M | $82M | $67M | $94M | $81M | $79M | $62M | $52M | |
| CapEx | $45M | $36M | $29M | $26M | $30M | $17M | $32M | $15M | $28M | $31M | |
| Investing Cash Flow | $-45M | $-36M | $-29M | $-26M | $-30M | $-17M | $-32M | $-15M | $-28M | $-31M | |
| Stock Repurchased | $56M | $38M | $46M | $94M | $90M | $33M | $66M | $35M | $11M | $28M | |
| Net Stock Activity | $-56M | $-38M | $-46M | $-94M | $-90M | $-33M | · | $-35M | $-11M | $-28M | |
| Financing Cash Flow | $-48M | $-27M | $-36M | $-82M | $-80M | $-21M | $-57M | $-27M | $-7M | $-25M | |
| Net Change in Cash | $62M | $65M | $34M | $-26M | $-42M | $56M | $-8M | $36M | $27M | $-4M | |
| Taxes Paid | $31M | $28M | $23M | · | · | · | · | · | · | · | |
| Free Cash Flow | $110M | $92M | $70M | $56M | $37M | $77M | · | $63M | $34M | $21M |
Redditività 6
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% | 22.4% | · | 20.9% | · | · | |
| Net Margin | 11.5% | 10.6% | 9.6% | 9.2% | 10.3% | 8.4% | · | 7.8% | · | · | |
| Pretax Margin | 14.9% | 13.5% | 12.0% | 11.8% | 13.1% | 10.7% | · | 10.3% | · | · | |
| EBITDA Margin | 3.3% | 3.3% | 3.3% | 3.5% | 3.7% | 4.2% | · | 3.9% | · | · | |
| ROA | 18.6% | 19.0% | 18.0% | 16.4% | 15.8% | 11.0% | · | 15.8% | 14.0% | 12.9% | |
| ROE | 29.1% | 30.6% | 31.7% | 33.4% | 31.1% | 21.6% | · | 24.1% | 21.5% | 21.8% |
Liquidità e Solvibilità 2
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.4 | |
| Quick Ratio | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 | 1.3 | · | 1.4 | 1.2 | 1.0 |
Efficienza 2
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.8 | 1.9 | 1.8 | 1.5 | 1.3 | · | 2.0 | · | · | |
| Receivables Turnover | 9.3 | 8.9 | 8.9 | 8.8 | 8.8 | 8.5 | · | 8.7 | · | · |
Tassi di Crescita 9
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.0% | 12.6% | 10.7% | 11.2% | 16.9% | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.1% | 11.5% | 12.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.9% | 24.5% | 16.7% | -65.6% | 43.5% | · | · | · | · | · | |
| EPS CAGR 3Y | 19.3% | -20.6% | -16.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -3.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.0% | 24.8% | 14.9% | -0.07% | 43.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 18.5% | 12.7% | 18.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 10
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Net Income TTM | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| Market Cap | $2.78B | $5.75B | $1.50B | $1.09B | $986M | $611M | · | $404M | $319M | $275M | |
| P/E | 25.5 | 61.2 | 59.6 | 50.3 | 15.3 | 13.4 | 7.1 | 8.8 | 9.0 | 9.6 | |
| P/S | 2.9 | 6.4 | 1.9 | 1.5 | 1.5 | 1.1 | · | 0.7 | 0.6 | 0.5 | |
| P/B | 7.1 | 17.9 | 6.1 | 5.4 | 4.6 | 2.8 | · | 2.1 | 1.9 | 2.0 | |
| P / Tangible Book | 7.8 | 20.2 | 7.1 | 6.6 | 5.7 | 3.4 | · | · | · | · | |
| P / Cash Flow | 17.9 | 45.2 | 15.1 | 13.2 | 14.7 | 6.5 | · | 5.1 | 5.1 | 5.3 | |
| P / FCF | 25.2 | 62.8 | 21.4 | 19.5 | 26.4 | 7.9 | · | 6.4 | 9.2 | 13.1 | |
| Earnings Yield | 3.9% | 1.6% | 1.7% | 2.0% | 6.5% | 7.5% | 14.0% | 11.3% | 11.1% | 10.4% |
Conto Economico 12
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $260M | $249M | $236M | $240M | $235M | $232M | $228M | $224M | $212M | $207M | $202M | $196M | $190M | $185M | $179M | $177M | |
| Cost of Revenue | $192M | $186M | $181M | $181M | $178M | $174M | $175M | $174M | $164M | $164M | $160M | $151M | $148M | $143M | $139M | $141M | |
| Gross Profit | $68M | $63M | $55M | $58M | $57M | $58M | $53M | $51M | $48M | $43M | $42M | $44M | $42M | $42M | $40M | $36M | |
| SG&A Expense | $24M | $23M | $23M | $22M | $21M | $25M | $22M | $22M | $20M | $21M | $20M | $20M | $16M | $19M | $18M | $18M | |
| Pretax Income | $43M | $40M | $32M | $36M | $35M | $33M | $31M | $29M | $28M | $23M | $22M | $25M | $25M | $23M | $22M | $19M | |
| Income Tax | $11M | $9M | $8M | $8M | $8M | $7M | $7M | $5M | $6M | $3M | $5M | $5M | $6M | $4M | $5M | $4M | |
| Net Income | $32M | $31M | $24M | $28M | $27M | $26M | $24M | $23M | $22M | $19M | $17M | $20M | $20M | $18M | $17M | $15M | |
| EPS (Basic) | $0.63 | $0.61 | $0.47 | $0.54 | $0.53 | $0.51 | $0.46 | $0.46 | $0.42 | $-1.17 | $0.33 | $1.16 | $1.16 | $-1.49 | $0.98 | $0.84 | |
| EPS (Diluted) | $0.63 | $0.61 | $0.47 | $0.54 | $0.52 | $0.50 | $0.46 | $0.45 | $0.42 | $-1.15 | $0.33 | $1.15 | $1.14 | $-1.47 | $0.96 | $0.83 | |
| Shares (Basic) | 50,804,000 | -102,700,000 | 51,317,000 | 51,314,000 | 51,352,000 | -102,774,000 | 51,388,000 | 51,399,000 | 51,366,000 | -34,219,000 | 51,318,000 | 17,123,000 | 17,144,000 | -153,000 | 17,245,000 | 17,386,000 | |
| Shares (Diluted) | 50,928,000 | -103,592,000 | 51,582,000 | 51,723,000 | 51,912,000 | -104,006,000 | 52,038,000 | 52,023,000 | 51,939,000 | -34,668,000 | 51,978,000 | 17,346,000 | 17,385,000 | -164,000 | 17,487,000 | 17,650,000 | |
| EBITDA | $9M | · | · | · | $8M | · | · | · | $7M | · | · | · | $6M | · | · | · |
Stato Patrimoniale 22
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $256M | $233M | $230M | $207M | $202M | $171M | $163M | $138M | $132M | $106M | $107M | $92M | $87M | · | $78M | $76M | |
| Receivables | $111M | $101M | $102M | $105M | $102M | $104M | $106M | $102M | $98M | $97M | $93M | $87M | $84M | · | $83M | $85M | |
| Prepaid Expense | $11M | $12M | $16M | $10M | $9M | $11M | $15M | $13M | $10M | $11M | $14M | $13M | $12M | · | $13M | $12M | |
| Current Assets | $505M | $462M | $464M | $434M | $422M | $387M | $383M | $363M | $333M | $302M | $294M | $282M | $268M | · | $257M | $248M | |
| PP&E (Net) | $122M | $118M | $114M | $111M | $108M | $92M | $91M | $89M | $87M | $86M | $85M | $85M | $84M | · | $82M | $83M | |
| PP&E (Gross) | · | $381M | · | · | · | $334M | · | · | · | $309M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $263M | · | · | · | $241M | · | · | · | $223M | · | · | · | · | · | · | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | · | $37M | $37M | |
| Intangibles | $219.0K | $263.0K | $307.0K | $350.0K | $394.0K | $438.0K | $505.0K | $611.0K | $716.0K | $821.0K | $927.0K | $1M | $1M | · | $1M | $1M | |
| Other Non-current Assets | $1M | $618.0K | $423.0K | $490.0K | $512.0K | $454.0K | $462.0K | $679.0K | $1M | $1M | $1M | $1M | $723.0K | · | $778.0K | $797.0K | |
| Total Assets | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Accounts Payable | $20M | $24M | $26M | $19M | $21M | $15M | $15M | $14M | $12M | $16M | $15M | $15M | $15M | · | $15M | $17M | |
| Accrued Liabilities | $230M | $204M | $220M | $207M | $205M | $187M | $200M | $199M | $182M | $168M | $173M | $171M | $167M | · | $170M | $158M | |
| Current Liabilities | $260M | $228M | $250M | $230M | $235M | $204M | $217M | $213M | $201M | $184M | $188M | $186M | $188M | · | $186M | $176M | |
| Capital Leases | $21M | $21M | $19M | $19M | $20M | $20M | $21M | $23M | $22M | $23M | $23M | $25M | $23M | · | $26M | $25M | |
| Total Liabilities | $281M | $249M | $269M | $249M | $255M | $224M | $238M | $236M | $222M | $207M | $211M | $212M | $211M | · | $213M | $202M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | |
| Retained Earnings | $1.05B | $1.01B | $982M | $958M | $930M | $903M | $877M | $853M | $829M | $808M | $788M | $771M | $751M | · | $713M | $697M | |
| Treasury Stock | $910M | $888M | $868M | $854M | $841M | $832M | $823M | $813M | $803M | · | $785M | $775M | $766M | · | $730M | $707M | |
| Stockholders' Equity | $409M | $394M | $376M | $363M | $343M | $322M | $301M | $283M | $264M | $248M | $234M | $223M | $207M | $202M | $195M | $198M | |
| Liabilities + Equity | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Shares Outstanding | 50,596,284 | 50,909,297 | 51,143,561 | 51,293,374 | 51,325,363 | 51,359,544 | 51,367,173 | 17,135,160 | 17,123,561 | 51,386,688 | 17,099,318 | 17,119,483 | 17,113,915 | · | 17,180,180 | 17,314,186 |
Flusso di cassa 12
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $8M | $8M | $8M | $8M | $8M | $7M | $8M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | |
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $950.0K | |
| Deferred Tax | $-340.0K | $6M | $-341.0K | $-349.0K | $-355.0K | $-4M | $-456.0K | $-370.0K | $-268.0K | $-2M | $-270.0K | $-325.0K | $-328.0K | $-907.0K | $-424.0K | $-238.0K | |
| Other Non-cash | $8M | · | · | · | $19M | · | · | · | $11M | · | · | · | $9M | · | · | · | |
| Operating Cash Flow | $50M | $29M | $46M | $25M | $55M | $23M | $42M | $22M | $40M | $15M | $29M | $18M | $37M | $13M | $30M | $10M | |
| CapEx | $7M | $9M | $11M | $10M | $15M | $9M | $10M | $10M | $8M | $10M | $7M | $7M | $5M | $7M | $6M | $5M | |
| Investing Cash Flow | $-7M | $-9M | $-11M | $-10M | $-15M | $-9M | $-10M | $-10M | $-8M | $-10M | $-7M | $-7M | $-5M | $-7M | $-6M | $-5M | |
| Stock Repurchased | $22M | $20M | $14M | $13M | $10M | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $18M | $19M | $23M | $26M | |
| Net Stock Activity | $-22M | · | · | · | $-10M | · | · | · | $-10M | · | · | · | $-18M | · | · | · | |
| Financing Cash Flow | $-20M | $-17M | $-13M | $-10M | $-8M | $-7M | $-8M | $-6M | $-6M | $-7M | $-7M | $-6M | $-16M | $-12M | $-22M | $-23M | |
| Net Change in Cash | $23M | $3M | $23M | $5M | $31M | $8M | $25M | $6M | $26M | $-1M | $15M | $5M | $15M | $-7M | $2M | $-19M | |
| Free Cash Flow | $43M | · | · | · | $40M | · | · | · | $33M | · | · | · | $32M | · | · | · |
Redditività 6
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.1% | · | 23.3% | 24.3% | 24.2% | · | 23.2% | 22.6% | 22.7% | · | 20.8% | 22.6% | 22.0% | · | 22.5% | 20.3% | |
| Net Margin | 12.4% | · | 10.3% | 11.6% | 11.6% | · | 10.4% | 10.4% | 10.2% | · | 8.5% | 10.2% | 10.4% | · | 9.4% | 8.3% | |
| Pretax Margin | 16.7% | · | 13.7% | 15.0% | 15.0% | · | 13.5% | 12.8% | 13.2% | · | 11.1% | 12.6% | 13.4% | · | 12.4% | 10.4% | |
| EBITDA Margin | 3.4% | · | · | · | 3.2% | · | · | · | 3.2% | · | · | · | 3.4% | · | · | · | |
| ROA | 5.0% | · | 4.1% | 4.9% | 5.0% | · | 4.8% | 4.9% | 4.8% | · | 4.0% | 4.8% | 4.8% | · | 4.0% | 3.5% | |
| ROE | 8.6% | · | 7.1% | 8.6% | 9.0% | · | 8.9% | 9.3% | 9.2% | · | 8.0% | 9.5% | 9.6% | · | 8.2% | 7.0% |
Liquidità e Solvibilità 2
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | · | 1.9 | 1.9 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 1.6 | 1.5 | 1.4 | · | 1.4 | 1.4 | |
| Quick Ratio | 1.4 | · | 1.3 | 1.4 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.1 | 1.0 | 0.9 | · | 0.9 | 0.9 |
Efficienza 2
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | |
| Receivables Turnover | 2.4 | · | 2.3 | 2.3 | 2.4 | · | 2.3 | 2.4 | 2.3 | · | 2.3 | 2.3 | 2.3 | · | 2.4 | 2.3 |
Valutazione (TTM) 10
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $970M | · | $938M | $927M | $899M | · | $871M | $846M | $817M | · | $774M | $751M | $733M | · | $704M | $690M | |
| Net Income TTM | $112M | · | $103M | $102M | $96M | · | $88M | $82M | $78M | · | $75M | $75M | $69M | · | $68M | $65M | |
| Market Cap | $3.16B | · | $3.46B | $3.97B | $5.28B | · | $5.72B | $1.87B | $1.45B | · | $1.41B | $1.12B | $1.10B | · | $832M | $799M | |
| P/E | 28.9 | · | 34.0 | 39.3 | 55.6 | · | 45.4 | 47.0 | 28.1 | · | 22.5 | 15.3 | 16.2 | · | 12.7 | 12.7 | |
| P/S | 3.3 | · | 3.7 | 4.3 | 5.9 | · | 6.6 | 2.2 | 1.8 | · | 1.8 | 1.5 | 1.5 | · | 1.2 | 1.2 | |
| P/B | 7.7 | · | 9.2 | 10.9 | 15.4 | · | 19.0 | 6.6 | 5.5 | · | 6.0 | 5.0 | 5.3 | · | 4.3 | 4.0 | |
| P / Tangible Book | 8.5 | · | 10.2 | 12.2 | 17.3 | · | 21.7 | 7.6 | 6.4 | · | 7.2 | 6.1 | 6.5 | · | 5.3 | 5.0 | |
| P / Cash Flow | 63.4 | · | · | · | 95.9 | · | · | · | 35.9 | · | · | · | 30.1 | · | · | · | |
| P / FCF | 73.4 | · | · | · | 133.4 | · | · | · | 44.3 | · | · | · | 35.0 | · | · | · | |
| Earnings Yield | 3.5% | · | 2.9% | 2.5% | 1.8% | · | 2.2% | 2.1% | 3.6% | · | 4.4% | 6.5% | 6.2% | · | 7.9% | 7.8% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Ricavi | $959M | $896M | $795M | $719M | $646M |
| Margine Lordo % | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% |
| Utile netto | $110M | $95M | $76M | $66M | $66M |
| EPS Diluito | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 |
Stato Patrimoniale
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Rapporto corrente | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 |
| Quick Ratio | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 |
Flusso di cassa
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $110M | $92M | $70M | $56M | $37M |
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Proprietari istituzionali (13F) 305 filer · $945.0M 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 |
|---|---|---|---|---|
| 46 (-7 vs trimestre precedente) | 29 (-11 vs trimestre precedente) | 114 (-1 vs trimestre precedente) | 72 (-8 vs trimestre precedente) | +112K |
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 PORTFOLIO MANAGEMENT LLC | $107.526.648 | 1.719.876 | 11,38% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $95.626.216 | 1.529.530 | 10,12% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $81.169.841 | 1.298.302 | 8,59% | Azioni |
| STATE STREET CORP | $80.603.722 | 1.289.247 | 8,53% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $67.640.638 | 1.081.904 | 7,16% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $56.296.163 | 900.285 | 5,96% | Azioni |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $49.371.919 | 789.698 | 5,22% | Azioni |
| Owls Nest Partners IA, LLC | $25.487.591 | 407.671 | 2,70% | Azioni |
| ALGERT GLOBAL LLC | $23.971.356 | 383.419 | 2,54% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.559.069 | 312.845 | 2,07% | Azioni |
| Boston Trust Walden Corp | $14.594.669 | 233.440 | 1,54% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $13.710.073 | 219.291 | 1,45% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $13.250.864 | 211.946 | 1,40% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $11.237.032 | 179.735 | 1,19% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $9.090.971 | 145.409 | 0,96% | Azioni |
| NORGES BANK | $8.652.768 | 138.400 | 0,92% | Azioni |
| Rockefeller Capital Management L.P. | $8.652.268 | 138.392 | 0,92% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.174.052 | 130.743 | 0,86% | Azioni |
| GOLDMAN SACHS GROUP INC | $7.872.393 | 125.918 | 0,83% | Azioni |
| Grantham, Mayo, Van Otterloo & Co. LLC | $7.253.695 | 116.022 | 0,77% | Azioni |
| Public Sector Pension Investment Board | $6.693.829 | 107.067 | 0,71% | Azioni |
| Quantinno Capital Management LP | $6.610.365 | 105.732 | 0,70% | Azioni |
| Granahan Investment Management, LLC | $6.600.174 | 105.569 | 0,70% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $6.381.416 | 102.070 | 0,68% | Azioni |
| Assenagon Asset Management S.A. | $6.374.039 | 101.952 | 0,67% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $6.302.329 | 100.805 | 0,67% | Azioni |
| BANK OF AMERICA CORP /DE/ | $6.176.851 | 98.798 | 0,65% | Azioni |
| Cubist Systematic Strategies, LLC | $5.279.083 | 68.188 | 0,56% | Azioni |
| Bank of New York Mellon Corp | $5.266.372 | 84.235 | 0,56% | Azioni |
| West Coast Financial LLC | $4.984.009 | 44.512 | 0,53% | Azioni |
| RHUMBLINE ADVISERS | $4.969.504 | 79.487 | 0,53% | Azioni |
| Qube Research & Technologies Ltd | $4.960.462 | 79.342 | 0,52% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $4.790.619 | 87.660 | 0,51% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $4.619.790 | 73.893 | 0,49% | Azioni |
| Point72 Asset Management, L.P. | $4.138.136 | 66.189 | 0,44% | Azioni |
| Voleon Capital Management LP | $4.119.630 | 65.893 | 0,44% | Azioni |
| BlackRock, Inc. | $3.974.584 | 63.573 | 0,42% | Azioni |
| Edgestream Partners, L.P. | $3.900.373 | 62.386 | 0,41% | Azioni |
| REGIONS FINANCIAL CORP | $3.848.544 | 61.557 | 0,41% | Azioni |
| Callan Family Office, LLC | $3.832.789 | 61.305 | 0,41% | Azioni |
| Swiss National Bank | $3.532.380 | 56.500 | 0,37% | Azioni |
| CHATHAM CAPITAL GROUP, INC. | $3.466.734 | 55.450 | 0,37% | Azioni |
| PRUDENTIAL FINANCIAL INC | $3.436.037 | 54.959 | 0,36% | Azioni |
| Walleye Capital LLC | $3.308.246 | 52.915 | 0,35% | Azioni |
| AMERIPRISE FINANCIAL INC | $3.222.843 | 51.549 | 0,34% | Azioni |
| Corient Private Wealth LP | $3.183.083 | 50.913 | 0,34% | Azioni |
| Legal & General Group Plc | $2.978.891 | 47.647 | 0,32% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $2.550.691 | 40.798 | 0,27% | Azioni |
| XTX Topco Ltd | $2.485.733 | 39.759 | 0,26% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $2.090.919 | 33.444 | 0,22% | Azioni |
| &PARTNERS | $1.988.073 | 31.780 | 0,21% | Azioni |
| Nebula Research & Development LLC | $1.987.046 | 19.333 | 0,21% | Azioni |
| NewEdge Wealth, LLC | $1.956.126 | 31.288 | 0,21% | Azioni |
| Vestmark Advisory Solutions, Inc. | $1.943.622 | 31.088 | 0,21% | Azioni |
| IEQ CAPITAL, LLC | $1.862.033 | 29.783 | 0,20% | Azioni |
| Engineers Gate Manager LP | $1.832.274 | 29.307 | 0,19% | Azioni |
| WELLS FARGO & COMPANY/MN | $1.753.749 | 28.051 | 0,19% | Azioni |
| UBS Group AG | $1.677.849 | 26.837 | 0,18% | Azioni |
| MARSHALL WACE, LLP | $1.595.322 | 25.517 | 0,17% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.593.048 | 29.150 | 0,17% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.574.691 | 25.187 | 0,17% | Azioni |
| Mariner, LLC | $1.545.754 | 24.725 | 0,16% | Azioni |
| OP Asset Management Ltd | $1.517.736 | 24.276 | 0,16% | Azioni |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.516.985 | 24.264 | 0,16% | Azioni |
| D. E. Shaw & Co., Inc. | $1.448.964 | 23.176 | 0,15% | Azioni |
| LYELL WEALTH MANAGEMENT, LP | $1.434.709 | 22.948 | 0,15% | Azioni |
| WINTON GROUP Ltd | $1.423.705 | 22.772 | 0,15% | Azioni |
| FIFTH THIRD BANCORP | $1.418.015 | 22.681 | 0,15% | Azioni |
| Brevan Howard Capital Management LP | $1.365.812 | 21.846 | 0,14% | Azioni |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.214.388 | 19.424 | 0,13% | Azioni |
| MERCER GLOBAL ADVISORS INC /ADV | $1.190.733 | 19.046 | 0,13% | Azioni |
| Y-Intercept (Hong Kong) Ltd | $1.188.130 | 19.004 | 0,13% | Azioni |
| LPL Financial LLC | $1.161.372 | 18.576 | 0,12% | Azioni |
| CAXTON ASSOCIATES LLP | $1.152.306 | 18.431 | 0,12% | Azioni |
| Bridgewater Associates, LP | $1.151.743 | 18.422 | 0,12% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.151.556 | 18.419 | 0,12% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.119.108 | 17.900 | 0,12% | Azioni |
| ARGENT CAPITAL MANAGEMENT LLC | $1.107.917 | 17.721 | 0,12% | Azioni |
| OneDigital Investment Advisors LLC | $1.101.352 | 17.616 | 0,12% | Azioni |
| Linden Thomas Advisory Services, LLC | $1.085.910 | 17.369 | 0,11% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.081.596 | 17.300 | 0,11% | Azioni |
| MetLife Investment Management, LLC | $1.077.282 | 17.231 | 0,11% | Azioni |
| Balyasny Asset Management L.P. | $1.062.215 | 16.990 | 0,11% | Azioni |
| Elo Mutual Pension Insurance Co | $1.042.834 | 16.680 | 0,11% | Azioni |
| Illinois Municipal Retirement Fund | $1.038.645 | 16.613 | 0,11% | Azioni |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.037.081 | 16.588 | 0,11% | Azioni |
| Freestone Grove Partners LP | $1.020.451 | 16.322 | 0,11% | Azioni |
| Horizon Investments, LLC | $978.313 | 15.648 | 0,10% | Azioni |
| TWO SIGMA ADVISERS, LP | $950.087 | 14.040 | 0,10% | Azioni |
| Susquehanna Portfolio Strategies, LLC | $937.550 | 14.996 | 0,10% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $931.173 | 14.894 | 0,10% | Azioni |
| Atria Investments, Inc | $899.038 | 14.380 | 0,10% | Azioni |
| State of Wyoming | $890.660 | 14.246 | 0,09% | Azioni |
| CITIGROUP INC | $888.909 | 14.218 | 0,09% | Azioni |
| Squarepoint Ops LLC | $875.280 | 14.000 | 0,09% | Azioni |
| Louisiana State Employees Retirement System | $856.524 | 13.700 | 0,09% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $850.710 | 13.607 | 0,09% | Azioni |
| Blackstone Inc. | $830.891 | 13.290 | 0,09% | Azioni |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $799.229 | 22.199 | 0,08% | Azioni |
| Vanguard Global Advisers, LLC | $775.748 | 12.408 | 0,08% | Azioni |
Insider aziendali 22 insider · 8 dirigenti · 2 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Sarah A. Scott | CEO and President | 01 Luglio 2026 A | — | 0 | 0 | $0 |
| Brandon O'Brien | Chief Financial Officer | 02 Agosto 2024 M | 7.502 | 0 | 0 | $0 |
| Richard J Schweppe | Chief Financial Officer | 27 Dicembre 2017 M | 1.206 | 0 | 0 | $0 |
| Mark E. Bertels | EVP - Risk Management Services | 29 Luglio 2026 M | 2.909 | 0 | 0 | $0 |
| Maxim Shishin | Chief Information Officer | 12 Giugno 2026 M | 7.050 | 0 | 1 | $-136.328 |
| Jennifer Yoss | Vice President of Accounting | 26 Maggio 2026 M | 2.173 | 0 | 1 | $-58.458 |
| Gordon V Clemons | Chairman of the Board | 02 Dicembre 2024 S | 241.584 | 0 | 0 | $0 |
| Diane Blaha | Sr. VP of Sales & Account Mgmt | 04 Agosto 2014 A | — | 0 | 0 | $0 |
| Jean Macino | Direttore | 04 Agosto 2014 A | — | 0 | 0 | $0 |
| Joanna M. Burkey | — | 06 Agosto 2026 A | — | 0 | 0 | $0 |
| Michael G Combs | — | 06 Agosto 2026 A | 12.322 | 0 | 3 | $-878.246 |
| Alan Hoops | — | 06 Agosto 2026 A | 33.192 | 0 | 0 | $0 |
| Judd R Jessup | — | 06 Agosto 2026 A | 118.645 | 0 | 3 | $-807.865 |
| Steven J Hamerslag | — | 06 Agosto 2026 A | 287.000 | 0 | 2 | $-955.800 |
| MICHAEL JEFFREY J | — | 06 Agosto 2026 A | 559.721 | 0 | 1 | $-548.820 |
| Brian S. Nichols | — | 04 Agosto 2026 M | 10 | 0 | 0 | $0 |
| CORSTAR HOLDINGS INC | — | 08 Settembre 2025 S | 18.742.108 | 0 | 2 | $-9.956.200 |
| Donald C Mcfarlane | — | 26 Febbraio 2015 M | 4.060 | 0 | 0 | $0 |
| Scott R Mccloud | — | 08 Maggio 2014 A | 12.758 | 0 | 0 | $0 |
| Daniel J Starck | — | 16 Febbraio 2012 S | 25.768 | 0 | 0 | $0 |
| Edwin Hendrick | — | 07 Novembre 2006 A | — | 0 | 0 | $0 |
| Peter E Flynn | — | 20 Agosto 2004 S | 11.000 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 66 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 |
|---|---|---|---|---|
| AMID · EA Series Trust | 0,86% | 14.545 NS | 29 Maggio 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,75% | 201 NS | 30 Aprile 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 13.907 NS | 30 Aprile 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0,13% | 878 NS | 30 Aprile 2026 | N-PORT |
| SAA · ProShares Trust | 0,09% | 372 NS | 31 Maggio 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,08% | 756 NS | 30 Aprile 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,08% | 29.251 NS | 30 Giugno 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,07% | 1.013 NS | 30 Aprile 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,06% | 150.735 NS | 30 Aprile 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 8.563 NS | 31 Maggio 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 12.576 NS | 30 Aprile 2026 | N-PORT |
| ITWO · ProShares Trust | 0,05% | 1.370 NS | 31 Maggio 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 150.140 NS | 31 Maggio 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 11.950 NS | 30 Aprile 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,03% | 14.092 NS | 30 Aprile 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 1.072 NS | 31 Maggio 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 10.640 NS | 31 Maggio 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 1.085 NS | 31 Maggio 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,01% | 432 NS | 31 Maggio 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 18.119 NS | 31 Maggio 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 750 NS | 31 Maggio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 663 NS | 30 Aprile 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1.096 NS | 31 Maggio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 65.667 NS | 30 Aprile 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 27 NS | 31 Maggio 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 12.794 NS | 31 Maggio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1.952 NS | 30 Aprile 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 1.232 NS | 30 Aprile 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6.389 NS | 30 Aprile 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 18.666 NS | 31 Maggio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5.513 NS | 30 Aprile 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 2 NS | 31 Maggio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VFQY · VANGUARD WELLINGTON FUND | — | — | 30 Luglio 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 Luglio 2026 | Giornaliero |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VIOG · VANGUARD ADMIRAL FUNDS | — | — | 30 Luglio 2026 | Giornaliero |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| IJR · iShares Trust | — | — | 13 Agosto 2026 | Giornaliero |
| IJT · iShares Trust | — | — | 17 Agosto 2026 | Giornaliero |
| IJS · iShares Trust | — | — | 10 Agosto 2026 | Giornaliero |
| ITOT · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| IWV · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| IWO · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |