EQH Equitable Holdings, Inc. Common Stock
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Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
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Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.
History
The Equitable Life Assurance Society of the United States opened its headquarters at the Equitable Life Building in 1870 in the Financial District of Manhattan, with entrances facing Broadway, Pine Street, and Cedar Street. Aside from Henry Baldwin Hyde, who was president of Equitable, the firm's officers included James Waddell Alexander (vice president); George W. Phillips (actuary), who was Vice President of the Actuarial Society of America; and Samuel Borrowe (secretary), a member of a prominent New York family connected to the Hallett and Alsop families.
Between 1889 and 1891, Equitable built the Palais Equitable at Stock-im-Eisen-Platz, today part of the Stephansplatz, in the Innere Stadt of Vienna, Austria.
James Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905. James Hazen Hyde, the son of the founder and a vice president of the company, was falsely accused through a media smear campaign initiated by Alexander and board directors E. H. Harriman, Henry Clay Frick and J.P. Morgan of charging a fabulous $200,000 Versailles-themed affair to the company. The repercussions rocked Wall Street and resulted in an investigation of the entire insurance industry by the New York State Legislature.
After the company's headquarters building burned down in 1912, Equitable erected the Equitable Building on the same site in Manhattan.
As one of the largest insurers of its time, Equitable had close ties to influential industrial magnates. In 1915, T. Coleman du Pont acquired a majority stake in Equitable Life Assurance from J. P. Morgan Jr.
In 1943, during World War II, Equitable began underwriting policies for the War Agencies Employees Protective Association to provide group life insurance to U.S. Government employees working in or around war zones. Through WAEPA, Equitable sold policies to employees of some 40 U.S. agencies, including individuals from the Office of Strategic Services and War Information, which often sent their men behind enemy lines, and air-traveling statesmen and Congressmen. By May 1945, only 24 death claims had been filed (about half the normal peacetime rate for a group plan covering 7,000 workers), allowing the insurer to return roughly 30% of the premiums to WAEPA.
In 1954, following blockbusting in East Palo Alto, Equitable pursued a policy forbidding issuing mortgages to white families in integrated communities in order to make receiving government-insured mortgages more difficult in racially heterogeneous areas. This decision helped facilitate white flight and the resulting demographic shift of East Palo Alto.
In 1985, the Equitable Life Assurance Society of the United States, then the third largest life insurance company in the country, formed Equitable Real Estate Investment Management, a subsidiary used by Equitable Life to develop and finance new real estate projects and manage the US$20 billion worth of real estate under Equitable's control.
In December 1990, Equitable announced its decision to demutualize under New York's liberalizing laws. This was intended to enable Equitable to increase and diversify its asset base.
AXA acquisition
On July 18, 1991, AXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake in the business. This enabled Equitable to set aside $500 million for losses in its real estate and junk bond portfolios. There had been rumors that Equitable was nearing a bankruptcy filing prior to the AXA Group infusion of capital.
The investment by AXA Group significantly altered the trajectory of both companies. By 1997, the assets of the U.S. operation, the Equitable Insurance Group, had reached nearly a quarter of a trillion dollars, and by 2003, AXA Equitable Insurance Company was the leading carrier in the world with more than 50 million clients, in more than 50 countries, and with nearly a trillion dollars in client assets.
By 2018, AXA, facing tougher European solvency laws, decided to re-balance its operations from life and annuities and towards property and casualty – from financial risks to insurance risks. As a result, the company decided to begin the process to spin off the U.S. operations, the old Equitable Life Assurance company. In its filing, AXA noted that once the IPO took place, there would be four separate companies created: AXA Equitable Life Insurance Company, AXA Distribution Holding Corp., EQ AZ Life Re Company, and MONY Life Insurance Company of America.
Equitable Holdings
In May 2018, AXA announced the successful completion of the IPO of AXA Equitable Holdings, raising $2.75 billion on the sale of 24.5% of the outstanding shares. Additionally, the company announced an issuance of $750 million of bonds mandatorily exchangeable into shares of AXA Equitable Holdings stock. And finally, $502 million of options were exercised, bringing the total to $4.02 billion in proceeds to AXA.
On March 25, 2019, AXA announced the successful completion of a secondary common stock offering of 40 million shares of AXA Equitable Holdings, Inc. (ticker EQH), bringing down their ownership stake from approximately 60% to 48.3% and raising net proceeds of $1.5 billion.
On November 7, 2019, AXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144 million shares of common stock to Goldman Sachs, which was the sole underwriter for the public offering of the shares. The expected close date was stated by the company at the time as November 13, 2019. This brought to a close a long and largely successful chapter in Equitable's history – the end of the AXA Group ownership of the company.
On January 14, 2020, Equitable unveiled its new branding. In addition to an operating name change, the refreshed brand included a new logo, representative of the Greek goddess Athena, which has been a consistent element of the company’s 160-year-old visual identity.
In March 2026, Equitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22 billion, which would create a combined company with $1.5 trillion in assets under management and over 12 million clients.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
EQH Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
EQH Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo |
|---|---|
| 03 Agosto 2026 | $0,3000 |
| 01 Giugno 2026 | $0,3000 |
| 04 Marzo 2026 | $0,2700 |
| 24 Novembre 2025 | $0,2700 |
| 05 Agosto 2025 | $0,2700 |
| 02 Giugno 2025 | $0,2700 |
| 05 Marzo 2025 | $0,2400 |
| 26 Novembre 2024 | $0,2400 |
| 06 Agosto 2024 | $0,2400 |
| 03 Giugno 2024 | $0,2400 |
| 23 Febbraio 2024 | $0,2200 |
| 24 Novembre 2023 | $0,2200 |
| 04 Agosto 2023 | $0,2200 |
| 02 Giugno 2023 | $0,2200 |
| 24 Febbraio 2023 | $0,2000 |
| 25 Novembre 2022 | $0,2000 |
| 05 Agosto 2022 | $0,2000 |
| 26 Maggio 2022 | $0,2000 |
| 25 Febbraio 2022 | $0,1800 |
| 26 Novembre 2021 | $0,1800 |
EQH Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 5 27,8%
- Compra 12 66,7%
- Mantieni 1 5,6%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
11 analisti · 2026-08-13Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $1.70 | $1.68 | 0.02% |
| 31 Marzo 2026 | $1.62 | $1.63 | -0.01% |
| 31 Dicembre 2025 | $1.73 | $1.77 | -0.04% |
| 30 Settembre 2025 | $1.48 | $1.63 | -0.15% |
| 30 Giugno 2025 | $1.10 | $1.30 | -0.20% |
| 31 Marzo 2025 | $1.30 | $1.49 | -0.19% |
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 |
|---|---|---|---|---|---|---|
| EQH | — | -9.9 | -6.1% | — | — | — |
| APO | $83.81B | 26.1 | 22.7% | 10.9% | 17.2% | — |
| CRBG | — | -44.4 | -1.2% | — | — | — |
| JXN | $7.13B | -444.4 | 104.3% | 0.40% | 0.27% | — |
| VOYA | $6.99B | 11.8 | 1.7% | 8.0% | 14.6% | — |
| ALRS | $572M | 33.1 | 1.1% | 7.8% | 3.3% | — |
| SOR | — | — | — | — | — | — |
| NEWT | — | — | — | — | — | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | $12.43B | $11.76B | |
| Interest Expense | · | · | $228M | $201M | $244M | $200M | $221M | $231M | $160M | $174M | |
| Interest Income | · | · | · | · | $3.92B | $3.55B | $3.77B | $2.77B | $3.15B | $2.74B | |
| Pretax Income | $-1.19B | $2.08B | $714M | $2.98B | $2.61B | $-1.09B | $-2.06B | $2.49B | $1.24B | $2.03B | |
| Income Tax | $-156M | $280M | $-910M | $594M | $439M | $-744M | $-593M | $301M | $42M | $378M | |
| Net Income | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | $778M | $1.25B | |
| EPS (Basic) | $-4.83 | $3.74 | $3.44 | $5.46 | $4.02 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| EPS (Diluted) | $-4.83 | $3.69 | $3.42 | $5.42 | $3.98 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| Shares (Basic) | 298,100,000 | 321,200,000 | 350,100,000 | 377,600,000 | 417,400,000 | 450,400,000 | 493,600,000 | 556,400,000 | 561,000,000 | 561,000,000 | |
| Shares (Diluted) | 298,100,000 | 324,800,000 | 351,600,000 | 379,900,000 | 421,200,000 | 450,400,000 | 493,600,000 | 556,500,000 | 561,000,000 | 561,000,000 |
Stato Patrimoniale 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $12.46B | $6.96B | $8.24B | $4.28B | $5.19B | $6.18B | $4.41B | $4.47B | $4.81B | $5.65B | |
| Goodwill | · | · | · | · | · | · | · | $4.57B | $4.57B | $4.94B | |
| Total Assets | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Short-term Debt | $25M | $0 | $254M | $759M | $92M | $0 | $0 | $546M | $1.86B | · | |
| Deferred Tax | · | · | · | · | $0 | $749M | $528M | $35M | · | · | |
| Total Liabilities | $316.20B | $292.18B | $271.55B | $249.11B | $278.70B | $258.08B | $234.41B | $205.22B | $218.47B | · | |
| Total Debt | · | $3.83B | $4.07B | $4.08B | $92M | $0 | $0 | $546M | · | · | |
| Common Stock | $5M | $5M | $5M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $1.93B | $2.34B | $2.33B | $2.30B | $1.92B | $1.99B | $1.92B | $1.91B | $1.30B | · | |
| Retained Earnings | $8.37B | $10.63B | $10.25B | $9.82B | $8.88B | $10.70B | $11.74B | $13.94B | $12.22B | · | |
| Treasury Stock | $5.17B | $4.20B | $3.71B | $3.30B | $2.85B | $2.25B | $1.83B | $640M | $0 | · | |
| AOCI | $-6.28B | $-8.71B | $-7.80B | $-8.99B | $2.00B | $3.86B | $844M | $-1.41B | $-108M | · | |
| Stockholders' Equity | $-74M | $1.56B | $2.64B | $1.40B | $11.52B | $15.58B | $13.46B | $13.80B | $13.42B | · | |
| Liabilities + Equity | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Shares Outstanding | 283,358,187 | 309,900,248 | 333,877,990 | 365,081,940 | 391,290,224 | 440,776,011 | 463,711,392 | 528,861,758 | 561,000,000 | · |
Flusso di cassa 12
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $675M | $296M | $386M | · | |
| Deferred Tax | $-1.05B | $138M | $-939M | $593M | $310M | $-749M | $-664M | $809M | $168M | $209M | |
| Operating Cash Flow | $714M | $2.01B | $-208M | $-250M | $-193M | $-61M | $-216M | $61M | $-243M | $-236M | |
| Investing Cash Flow | $-10.97B | $-15.86B | $-4.85B | $-7.49B | $-12.69B | $-7.82B | $-8.50B | $-2.05B | $-9.69B | $-5.77B | |
| Debt Issued | $495M | $0 | $497M | $0 | $0 | $0 | $0 | $4.06B | $0 | $0 | |
| Net Debt Issued | · | $0 | $497M | · | · | $0 | $-300M | $4.06B | · | · | |
| Stock Repurchased | $1.45B | $1.01B | $919M | $849M | $1.64B | $430M | $1.35B | $648M | $0 | $0 | |
| Net Stock Activity | · | $-1.01B | $-919M | $-849M | $-1.64B | $-430M | $-1.30B | $-648M | · | · | |
| Dividends Paid | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | $0 | $0 | |
| Financing Cash Flow | $15.72B | $12.44B | $9.00B | $7.04B | $11.95B | $9.67B | $8.71B | $1.66B | $9.07B | $5.11B | |
| Net Change in Cash | $5.50B | $-1.43B | $3.96B | $-748M | $-952M | $1.81B | $1M | $-345M | $-840M | $-903M | |
| Taxes Paid | $576M | $-38M | $265M | $89M | $305M | $-173M | $-506M | $57M | $31M | $31M |
Redditività 4
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 10.5% | 12.4% | 12.7% | -4.0% | -5.2% | -18.1% | 15.1% | · | · | |
| Pretax Margin | · | 17.0% | 7.0% | 18.0% | -1.5% | -8.8% | -21.2% | 20.4% | · | · | |
| ROA | · | 0.44% | 0.49% | 0.65% | -0.15% | -0.24% | -0.74% | 0.81% | · | · | |
| ROE | · | 54.6% | 64.3% | 27.1% | -3.2% | -3.9% | -12.7% | 13.4% | · | · |
Liquidità e Solvibilità 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 2.4 | 1.5 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | 2.4 | 1.4 | 2.0 | · | · | · | · | · | · |
Efficienza 1
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | · | · |
Tassi di Crescita 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -6.1% | 18.8% | -17.3% | 66.1% | -38.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.6% | 17.7% | -5.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 7.9% | -37.4% | 37.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -2.5% | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -0.23% | -40.4% | 22.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -10.0% | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 14
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | · | · | |
| Net Income TTM | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | · | · | |
| Market Cap | · | $14.62B | $11.12B | $10.48B | $12.83B | $11.28B | $11.49B | $8.79B | · | · | |
| Enterprise Value | · | $11.49B | $6.95B | $10.28B | $7.73B | $5.10B | $7.09B | $4.87B | · | · | |
| P/E | -9.9 | 12.8 | 9.7 | 5.3 | 8.2 | -16.4 | -6.9 | 5.0 | · | · | |
| P/S | · | 1.2 | 1.1 | 0.8 | 1.7 | 0.9 | 1.2 | 0.7 | · | · | |
| P/B | · | 9.2 | 4.2 | 6.3 | 1.1 | 0.7 | 0.8 | 0.6 | · | · | |
| P / Tangible Book | · | 9.3 | 4.2 | 7.5 | 1.1 | 0.7 | · | · | · | · | |
| P / Cash Flow | · | 7.3 | -53.5 | -12.3 | -17.0 | -184.9 | -53.2 | 144.2 | · | · | |
| EV / Revenue | · | 0.9 | 0.7 | 0.8 | 1.0 | 0.4 | 0.7 | 0.4 | · | · | |
| Dividend Yield | · | 2.1% | 2.7% | 2.8% | 2.3% | 2.6% | 2.5% | 1.8% | · | · | |
| Earnings Yield | -10.1% | 7.8% | 10.3% | 18.9% | 12.1% | -6.1% | -14.4% | 20.0% | · | · | |
| Payout Ratio | · | 23.1% | 23.1% | 16.5% | -67.4% | -45.8% | -16.4% | 8.6% | · | · | |
| Annual Payout | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | · | · |
Conto Economico 9
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.66B | $4.23B | $3.28B | $1.45B | $2.36B | $4.58B | $3.62B | $3.07B | $3.51B | $2.23B | $2.11B | $3.63B | $2.36B | $2.36B | $2.99B | $4.69B | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $57M | · | $55M | $55M | $61M | $51M | $50M | |
| Pretax Income | $-493M | $887M | $344M | $-1.35B | $-363M | $174M | $1.19B | $-11M | $681M | $219M | $-821M | $1.46B | $539M | $-459M | $825M | $1.27B | |
| Income Tax | $-140M | $156M | $33M | $-133M | $-80M | $24M | $179M | $-39M | $116M | $24M | $-228M | $336M | $-293M | $-725M | $177M | $264M | |
| Net Income | $-453M | $621M | $215M | $-1.31B | $-349M | $63M | $892M | $-132M | $428M | $92M | $-702M | $1.05B | $760M | $177M | $594M | $967M | |
| EPS (Basic) | $-1.68 | $2.16 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.72 | $-0.46 | $1.24 | $0.24 | $-2.06 | $2.98 | $2.07 | $0.45 | $1.55 | $2.48 | |
| EPS (Diluted) | $-1.68 | $2.14 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.69 | $-0.46 | $1.23 | $0.23 | $-2.06 | $2.97 | $2.06 | $0.45 | $1.54 | $2.47 | |
| Shares (Basic) | 278,300,000 | 281,300,000 | -609,100,000 | 296,200,000 | 303,200,000 | 307,800,000 | -651,400,000 | 318,200,000 | 324,200,000 | 330,200,000 | -713,400,000 | 346,400,000 | 355,200,000 | 361,900,000 | 374,500,000 | 378,900,000 | |
| Shares (Diluted) | 278,300,000 | 283,800,000 | -613,200,000 | 296,200,000 | 303,200,000 | 311,900,000 | -653,400,000 | 318,200,000 | 327,300,000 | 332,700,000 | -716,600,000 | 348,000,000 | 356,100,000 | 364,100,000 | 376,800,000 | 380,600,000 |
Stato Patrimoniale 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17.18B | $9.90B | $12.46B | $13.60B | $14.96B | $8.16B | $6.96B | $9.58B | $9.68B | $10.36B | · | $6.10B | $7.69B | $5.02B | $4.14B | $5.11B | |
| Total Assets | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Short-term Debt | $0 | $0 | $25M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $751M | · | · | |
| Total Liabilities | $333.43B | $308.13B | $316.20B | $312.46B | $300.12B | $282.87B | $292.18B | $292.79B | $283.30B | $280.83B | $271.55B | $256.33B | $263.21B | $255.42B | $240.41B | $246.13B | |
| Total Debt | $3.84B | $3.84B | · | $3.83B | $4.33B | $4.33B | · | $3.83B | $3.83B | $3.82B | · | $3.82B | $3.82B | $4.57B | · | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $3M | $4M | $4M | $4M | $4M | |
| Paid-in Capital | $1.94B | $1.92B | $1.93B | $1.92B | $1.90B | $2.31B | $2.34B | $2.34B | $2.34B | $2.32B | · | $2.31B | $2.30B | $2.30B | $2.03B | $1.92B | |
| Retained Earnings | $8.23B | $8.78B | $8.37B | $8.36B | $9.87B | $10.45B | $10.63B | $9.98B | $10.32B | $10.11B | $10.25B | $11.16B | $10.32B | $9.81B | $10.84B | $10.72B | |
| Treasury Stock | $5.56B | $5.19B | $5.17B | $5.01B | $4.42B | $4.30B | $4.20B | $4.07B | $3.93B | $3.80B | · | $3.59B | $3.49B | $3.40B | $3.20B | $3.06B | |
| AOCI | $-6.46B | $-6.30B | $-6.28B | $-6.19B | $-7.43B | $-7.57B | $-8.71B | $-6.59B | $-8.64B | $-8.17B | $-7.80B | $-9.80B | $-7.14B | $-6.52B | $-7.88B | $-5.55B | |
| Stockholders' Equity | $-785M | $273M | $-74M | $148M | $1.15B | $2.40B | $1.56B | $3.22B | $1.64B | $2.03B | $2.64B | $1.64B | $3.55B | $3.75B | $3.35B | $5.59B | |
| Liabilities + Equity | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Shares Outstanding | 273,083,312 | 281,499,559 | 283,358,187 | 289,208,849 | 301,768,056 | 306,340,799 | 309,900,248 | 315,465,246 | 321,591,488 | 327,616,168 | · | 342,074,647 | 350,240,160 | 359,089,998 | 370,114,999 | 376,922,387 |
Flusso di cassa 9
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $643M | $499M | $-154M | $369M | $341M | $158M | $400M | $683M | $892M | $31M | $-393M | $411M | $361M | $-587M | $513M | $190M | |
| Investing Cash Flow | $-2.16B | $-2.96B | $-2.48B | $-4.77B | $-2.52B | $-1.20B | $-5.54B | $-2.39B | $-5.25B | $-2.68B | $115M | $-2.45B | $-1.09B | $-1.43B | $-2.52B | $-1.58B | |
| Debt Issued | $0 | $0 | $0 | $0 | $0 | $495M | $0 | $0 | $0 | $0 | $0 | $1M | $0 | $496M | $0 | $0 | |
| Net Debt Issued | · | $0 | · | · | · | $495M | · | · | · | $0 | · | · | · | $496M | · | · | |
| Stock Repurchased | $366M | $147M | $277M | $676M | $235M | $262M | $260M | $254M | $247M | $253M | $241M | $238M | $226M | $214M | $200M | $220M | |
| Net Stock Activity | · | $-147M | · | · | · | $-262M | · | · | · | $-253M | · | · | · | $-214M | · | · | |
| Dividends Paid | $83M | $76M | $77M | $81M | $82M | $74M | $75M | $76M | $78M | $73M | $74M | $77M | $78M | $72M | $75M | $75M | |
| Financing Cash Flow | $8.80B | $-96M | $1.49B | $3.05B | $8.94B | $2.23B | $2.55B | $1.58B | $3.36B | $4.95B | $2.39B | $470M | $3.39B | $2.75B | $1.08B | $824M | |
| Net Change in Cash | $7.28B | $-2.56B | $-1.14B | $-1.35B | $6.79B | $1.20B | $-2.62B | $-105M | $-992M | $2.28B | $2.13B | $-1.59B | $2.67B | $742M | $-970M | $-604M |
Redditività 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -27.3% | 14.7% | · | -90.3% | -14.8% | 1.4% | · | -4.4% | 12.2% | 5.1% | · | 29.4% | 31.9% | 7.5% | 9.1% | 33.4% | |
| Pretax Margin | -29.7% | 21.0% | · | -93.0% | -15.4% | 3.8% | · | -0.46% | 19.4% | 11.1% | · | 40.7% | 22.7% | -19.5% | 13.9% | 43.3% | |
| ROA | -0.14% | 0.21% | · | -0.43% | -0.12% | 0.02% | · | -0.05% | 0.15% | 0.04% | · | 0.42% | 0.29% | 0.07% | 0.10% | 0.64% | |
| ROE | -248.9% | 46.5% | · | -77.7% | -25.0% | 2.8% | · | -5.5% | 16.5% | 3.9% | · | 42.6% | 16.6% | 3.0% | 3.6% | 20.0% |
Liquidità e Solvibilità 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.2 | · | · | |
| LT Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.0 | · | · |
Efficienza 1
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Valutazione (TTM) 12
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.70B | $12.62B | · | $11.46B | $13.52B | $13.39B | · | $12.44B | $11.73B | $10.58B | · | $11.35B | $12.40B | $13.19B | $14.44B | $14.40B | |
| Net Income TTM | $-1.49B | $-974M | · | $-1.73B | $10M | $451M | · | $1.44B | $2.33B | $2.08B | · | $2.58B | $2.50B | $2.27B | $2.76B | $2.29B | |
| Market Cap | $11.98B | $10.45B | · | $14.69B | $16.93B | $15.96B | · | $13.26B | $13.14B | $12.45B | · | $9.71B | $9.51B | $9.12B | $9.75B | $9.83B | |
| Enterprise Value | $-1.36B | $4.38B | · | $4.92B | $6.30B | $12.12B | · | $7.51B | $7.29B | $5.92B | · | $7.44B | $5.64B | $8.67B | · | · | |
| P/E | -8.4 | -11.0 | · | -8.5 | -200.4 | 44.9 | · | 10.6 | 6.3 | 6.7 | · | 4.0 | 4.2 | 4.4 | 3.8 | 4.6 | |
| P/S | 1.2 | 0.8 | · | 1.3 | 1.3 | 1.2 | · | 1.1 | 1.1 | 1.2 | · | 0.9 | 0.8 | 0.7 | 0.7 | 0.7 | |
| P/B | -15.3 | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Tangible Book | · | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Cash Flow | · | 20.9 | · | · | · | 101.0 | · | · | · | 401.7 | · | · | · | -15.5 | · | · | |
| EV / Revenue | -0.1 | 0.3 | · | 0.4 | 0.5 | 0.9 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.5 | 0.7 | · | · | |
| Earnings Yield | -11.9% | -9.1% | · | -11.8% | -0.50% | 2.2% | · | 9.4% | 15.9% | 15.0% | · | 24.7% | 24.0% | 22.8% | 26.3% | 21.5% | |
| Payout Ratio | · | 12.2% | · | · | · | 117.5% | · | · | · | 64.0% | · | · | · | 40.7% | · | · |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Ricavi | $11.66B | $12.43B | — | — | — |
| Utile netto | $-1.38B | $1.28B | — | — | — |
| EPS Diluito | $-4.83 | $3.69 | — | — | — |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | — | 2.4 | — | — | — |
Ultime notizie Notizie recenti che menzionano questa società
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Proprietari istituzionali (13F) 522 filer · $7.2B 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.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 64 (-39 vs trimestre precedente) | 120 (+38 vs trimestre precedente) | 153 (-28 vs trimestre precedente) | 189 (-8 vs trimestre precedente) | +18.3M |
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 |
|---|---|---|---|---|
| NORGES BANK | $804.175.026 | 18.326.687 | 11,15% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589.922.325 | 13.443.991 | 8,18% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $557.420.497 | 12.703.293 | 7,73% | Azioni |
| STATE STREET CORP | $411.958.428 | 9.388.296 | 5,71% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $399.575.800 | 9.106.103 | 5,54% | Azioni |
| Capital International Investors | $369.251.911 | 8.415.039 | 5,12% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $317.364.557 | 7.232.556 | 4,40% | Azioni |
| VIKING GLOBAL INVESTORS LP | $236.903.556 | 5.398.896 | 3,29% | Azioni |
| THORNBURG INVESTMENT MANAGEMENT INC | $225.645.748 | 5.142.337 | 3,13% | Azioni |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208.145.614 | 4.743.519 | 2,89% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $190.733.182 | 4.345.306 | 2,65% | Azioni |
| Conifer Management, L.L.C. | $184.296.000 | 4.200.000 | 2,56% | Azioni |
| Castle Hook Partners LP | $157.947.771 | 3.599.539 | 2,19% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $153.015.876 | 3.487.144 | 2,12% | Azioni |
| BANK OF MONTREAL /CAN/ | $150.215.501 | 3.423.325 | 2,08% | Azioni |
| FMR LLC | $108.666.198 | 2.476.440 | 1,51% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94.016.367 | 2.142.579 | 1,30% | Azioni |
| D. E. Shaw & Co., Inc. | $88.435.006 | 2.015.383 | 1,23% | Azioni |
| ALGEBRIS (UK) LTD | $85.645.508 | 1.957.978 | 1,19% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $79.273.125 | 1.806.589 | 1,10% | Azioni |
| Alyeska Investment Group, L.P. | $59.923.669 | 1.365.626 | 0,83% | Azioni |
| Qube Research & Technologies Ltd | $57.899.397 | 1.319.494 | 0,80% | Azioni |
| CITADEL ADVISORS LLC | $57.206.707 | 1.303.708 | 0,79% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51.473.390 | 1.173.049 | 0,71% | Azioni |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50.462.000 | 1.150.000 | 0,70% | Azioni |
| Woodline Partners LP | $47.424.626 | 1.080.780 | 0,66% | Azioni |
| CI INVESTMENTS INC. | $41.675.469 | 949.760 | 0,58% | Azioni |
| LAZARD ASSET MANAGEMENT LLC | $38.797.687 | 884.177 | 0,54% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $35.977.212 | 819.900 | 0,50% | Azioni |
| BRUNI J V & CO /CO | $33.652.845 | 766.929 | 0,47% | Azioni |
| RHUMBLINE ADVISERS | $33.448.952 | 762.284 | 0,46% | Azioni |
| Zurich Insurance Group Ltd/FI | $33.116.806 | 754.713 | 0,46% | Azioni |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $32.898.284 | 749.733 | 0,46% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $31.816.554 | 725.081 | 0,44% | Azioni |
| GOLDMAN SACHS GROUP INC | $29.025.128 | 661.466 | 0,40% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28.506.466 | 649.646 | 0,40% | Azioni |
| TCW GROUP INC | $28.491.460 | 649.304 | 0,40% | Azioni |
| Poplar Forest Capital LLC | $27.439.918 | 526.779 | 0,38% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $26.820.597 | 611.226 | 0,37% | Azioni |
| Ensign Peak Advisors, Inc | $25.908.288 | 590.435 | 0,36% | Azioni |
| STOREBRAND ASSET MANAGEMENT AS | $25.836.412 | 588.797 | 0,36% | Azioni |
| Swiss National Bank | $24.800.976 | 565.200 | 0,34% | Azioni |
| AMERIPRISE FINANCIAL INC | $23.222.218 | 529.221 | 0,32% | Azioni |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $22.508.553 | 512.957 | 0,31% | Azioni |
| Caisse de depot et placement du Quebec | $21.193.908 | 482.997 | 0,29% | Azioni |
| COMMUNITY TRUST & INVESTMENT CO | $20.802.977 | 474.088 | 0,29% | Azioni |
| Prana Capital Management, LP | $19.562.933 | 445.828 | 0,27% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $18.938.940 | 510.346 | 0,26% | Azioni |
| California Public Employees Retirement System | $17.782.721 | 405.258 | 0,25% | Azioni |
| Retirement Systems of Alabama | $17.625.323 | 401.671 | 0,24% | Azioni |
| HSBC HOLDINGS PLC | $17.303.857 | 395.336 | 0,24% | Azioni |
| Four Tree Island Advisory LLC | $16.632.407 | 379.043 | 0,23% | Azioni |
| Point72 Asset Management, L.P. | $16.348.064 | 372.563 | 0,23% | Azioni |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $15.870.957 | 361.690 | 0,22% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $15.173.762 | 345.801 | 0,21% | Azioni |
| MOORE CAPITAL MANAGEMENT, LP | $15.156.503 | 345.408 | 0,21% | Azioni |
| BlackRock, Inc. | $14.964.660 | 341.036 | 0,21% | Azioni |
| Legal & General Group Plc | $13.862.746 | 315.924 | 0,19% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.939.861 | 294.892 | 0,18% | Azioni |
| Robeco Institutional Asset Management B.V. | $12.258.931 | 279.374 | 0,17% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $12.108.415 | 275.843 | 0,17% | Azioni |
| Hudson Bay Capital Management LP | $11.997.319 | 273.412 | 0,17% | Azioni |
| BANK OF AMERICA CORP /DE/ | $11.615.255 | 264.705 | 0,16% | Azioni |
| Bridgewater Associates, LP | $11.453.689 | 261.023 | 0,16% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11.420.340 | 260.263 | 0,16% | Azioni |
| Quantinno Capital Management LP | $11.357.994 | 258.842 | 0,16% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $11.299.160 | 257.501 | 0,16% | Azioni |
| Swedbank AB | $11.179.089 | 254.765 | 0,16% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $10.420.785 | 280.808 | 0,14% | Azioni |
| Philadelphia Financial Management of San Francisco, LLC | $9.918.196 | 226.030 | 0,14% | Azioni |
| Brandywine Global Investment Management, LLC | $9.391.243 | 197.088 | 0,13% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $9.254.775 | 210.911 | 0,13% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.090.356 | 207.164 | 0,13% | Azioni |
| Squarepoint Ops LLC | $8.997.726 | 205.053 | 0,12% | Azioni |
| HARRIS ASSOCIATES L P | $8.371.295 | 190.777 | 0,12% | Azioni |
| New York Life Investment Management LLC | $8.032.058 | 183.046 | 0,11% | Azioni |
| UBS Group AG | $7.823.058 | 178.283 | 0,11% | Azioni |
| Cubist Systematic Strategies, LLC | $7.440.336 | 146.521 | 0,10% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $7.296.279 | 166.278 | 0,10% | Azioni |
| Aberdeen Group plc | $7.286.581 | 166.057 | 0,10% | Azioni |
| OPPENHEIMER ASSET MANAGEMENT INC. | $7.092.807 | 161.641 | 0,10% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.045.334 | 189.850 | 0,10% | Azioni |
| APG Asset Management N.V. | $7.034.348 | 183.281 | 0,10% | Azioni |
| Y-Intercept (Hong Kong) Ltd | $6.854.012 | 156.199 | 0,10% | Azioni |
| VANGUARD GROUP INC | $6.650.225 | 139.564 | 0,09% | Azioni |
| PZENA INVESTMENT MANAGEMENT LLC | $6.398.977 | 145.829 | 0,09% | Azioni |
| PRUDENTIAL FINANCIAL INC | $6.385.637 | 145.525 | 0,09% | Azioni |
| BARCLAYS PLC | $6.269.180 | 142.871 | 0,09% | Azioni |
| MetLife Investment Management, LLC | $6.205.071 | 141.410 | 0,09% | Azioni |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6.204.149 | 141.389 | 0,09% | Azioni |
| Quantbot Technologies LP | $6.116.653 | 139.395 | 0,08% | Azioni |
| Vanguard Global Advisers, LLC | $5.972.112 | 136.101 | 0,08% | Azioni |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.960.571 | 135.838 | 0,08% | Azioni |
| Kintayl Capital LP | $5.891.329 | 134.260 | 0,08% | Azioni |
| Capital International, Inc./CA/ | $5.878.428 | 133.966 | 0,08% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.861.973 | 133.591 | 0,08% | Azioni |
| JANE STREET GROUP, LLC | $5.853.416 | 133.396 | 0,08% | Azioni |
| Nuveen, LLC | $5.706.418 | 130.046 | 0,08% | Azioni |
| CONTINENTAL ADVISORS LLC | $5.430.852 | 123.766 | 0,08% | Azioni |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $5.167.440 | 117.763 | 0,07% | Azioni |
Insider aziendali 25 insider · 7 dirigenti · 7 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Anders Malmstrom | Senior EVP & CFO | 22 Marzo 2021 F | 118.789 | 0 | 0 | $0 |
| Jeffrey J Hurd | Chief Operating Officer | 17 Agosto 2026 M | 65.019 | 0 | 12 | $-2.095.698 |
| Jose Ramon Gonzalez | Chief Legal Officer | 03 Dicembre 2024 A | 74.444 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 15 Marzo 2021 S | 63.255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 16 Marzo 2020 A | 15.392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 11 Giugno 2018 A | 8.260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 11 Giugno 2018 A | 29.302 | 0 | 0 | $0 |
| Arlene Isaacs-Lowe | Direttore | 22 Maggio 2024 A | 16.120 | 0 | 0 | $0 |
| Francis Hondal | Direttore | 22 Maggio 2024 A | 21.394 | 0 | 0 | $0 |
| George Stansfield | Direttore | 22 Maggio 2024 A | 35.434 | 0 | 0 | $0 |
| Daniel G Kaye | Direttore | 22 Maggio 2024 A | 58.063 | 0 | 0 | $0 |
| Joan M Lammtennant | Direttore | 22 Maggio 2024 A | 42.463 | 0 | 0 | $0 |
| Kristi Ann Matus | Direttore | 24 Marzo 2023 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | Direttore | 20 Maggio 2021 A | 56.695 | 0 | 0 | $0 |
| Equitable Holdings, Inc. | Proprietario del 10% | 14 Maggio 2021 J | 170.121.745 | 0 | 0 | $0 |
| AXA | Proprietario del 10% | 10 Dicembre 2019 S | 44.162.500 | 0 | 0 | $0 |
| Craig C Mackay | — | 11 Agosto 2026 S | 18.999 | 0 | 1 | $-112.992 |
| Kurt Meyers | — | 10 Agosto 2026 A | 35.286 | 0 | 0 | $0 |
| Robin M Raju | — | 10 Agosto 2026 A | 186.501 | 0 | 0 | $0 |
| Seth P Bernstein | — | 10 Agosto 2026 A | 55.970 | 0 | 0 | $0 |
| William James Eckert IV | — | 10 Agosto 2026 A | 8.467 | 0 | 2 | $-309.423 |
| Mark Pearson | — | 10 Agosto 2026 A | 754.761 | 0 | 3 | $-3.724.743 |
| Nick Lane | — | 10 Agosto 2026 A | 124.930 | 0 | 0 | $0 |
| Charles G.T. Stonehill | — | 06 Agosto 2026 S | 34.357 | 0 | 1 | $-386.550 |
| Bertram L Scott | — | 06 Agosto 2026 S | 26.465 | 0 | 3 | $-311.300 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 2 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 depositi | 14 Luglio 2025 | 68,17% | Modifica | — | SEC |
| AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., AXA Equitable Financial Services, LLC, MONY Life Insurance Company of America ×4 depositi | 25 Marzo 2019 | — | Deposito iniziale | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Proprietà ETF Posseduti da 106 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 |
|---|---|---|---|---|
| PGF · Invesco Exchange-Traded Fund Trust | 1,58% | 573.784 | 08 Agosto 2026 | Giornaliero |
| NUMG · Nushares ETF Trust | 1,55% | 129.841 NS | 30 Aprile 2026 | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,17% | 310.000 | 08 Agosto 2026 | Giornaliero |
| BRCE · MFS Active Exchange Traded Funds Tr… | 0,94% | 7.526 NS | 31 Maggio 2026 | N-PORT |
| ARB · AltShares Trust | 0,86% | 21.387 NS | 31 Maggio 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,78% | 1.596.235 | 08 Agosto 2026 | Giornaliero |
| GSY · Invesco Actively Managed Exchange-T… | 0,75% | 29.557.000 | 08 Agosto 2026 | Giornaliero |
| NUMV · Nushares ETF Trust | 0,72% | 73.278 NS | 30 Aprile 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,59% | 153.432 SH | 08 Agosto 2026 | Giornaliero |
| VUSB · VANGUARD BOND INDEX FUNDS | 0,51% | 43.586.000 PA | 08 Agosto 2026 | Giornaliero |
| IQSM · New York Life Investments ETF Trust | 0,50% | 37.541 NS | 30 Aprile 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,47% | 382 NS | 29 Maggio 2026 | N-PORT |
| ISCV · iShares Trust | 0,45% | 60.277 SH | 08 Agosto 2026 | Giornaliero |
| XJH · iShares Trust | 0,43% | 35.007 SH | 08 Agosto 2026 | Giornaliero |
| IJJ · iShares Trust | 0,42% | 724.048 SH | 08 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | 0,39% | 9.431.702 SH | 08 Agosto 2026 | Giornaliero |
| PFF · iShares Trust | 0,38% | 2.691.178 SH | 08 Agosto 2026 | Giornaliero |
| IJK · iShares Trust | 0,37% | 780.475 SH | 08 Agosto 2026 | Giornaliero |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,37% | 125.734 SH | 08 Agosto 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,35% | 32.553 NS | 30 Aprile 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,34% | 454.860 SH | 08 Agosto 2026 | Giornaliero |
| BKMC · BNY Mellon ETF Trust | 0,33% | 48.280 NS | 30 Aprile 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,32% | 9.600 NS | 30 Aprile 2026 | N-PORT |
| ESML · iShares Trust | 0,32% | 178.533 SH | 08 Agosto 2026 | Giornaliero |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,31% | 133.334 SH | 08 Agosto 2026 | Giornaliero |
| VBR · VANGUARD INDEX FUNDS | 0,26% | 4.099.670 SH | 08 Agosto 2026 | Giornaliero |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,26% | 300.000 | 08 Agosto 2026 | Giornaliero |
| MVV · ProShares Trust | 0,25% | 9.790 NS | 31 Maggio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,24% | 4.692 NS | 30 Aprile 2026 | N-PORT |
| IWP · iShares Trust | 0,22% | 864.682 SH | 08 Agosto 2026 | Giornaliero |
| NULG · Nushares ETF Trust | 0,22% | 137.181 NS | 30 Aprile 2026 | N-PORT |
| ISCB · iShares Trust | 0,22% | 12.003 SH | 08 Agosto 2026 | Giornaliero |
| SCHM · SCHWAB STRATEGIC TRUST | 0,22% | 765.495 NS | 31 Maggio 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,21% | 1.566 NS | 31 Marzo 2026 | N-PORT |
| IYF · iShares Trust | 0,21% | 178.521 SH | 08 Agosto 2026 | Giornaliero |
| IYG · iShares Trust | 0,19% | 80.205 SH | 08 Agosto 2026 | Giornaliero |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,18% | 5.253.000 | 08 Agosto 2026 | Giornaliero |
| SMMD · iShares Trust | 0,18% | 128.797 SH | 08 Agosto 2026 | Giornaliero |
| UMDD · ProShares Trust | 0,18% | 1.367 NS | 31 Maggio 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,15% | 6.458.916 SH | 08 Agosto 2026 | Giornaliero |
| FNCL · FIDELITY COVINGTON TRUST | 0,14% | 75.779 NS | 30 Aprile 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 3.230.157 SH | 08 Agosto 2026 | Giornaliero |
| VFH · VANGUARD WORLD FUND | 0,14% | 458.669 SH | 08 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,13% | 17.101 SH | 08 Agosto 2026 | Giornaliero |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,10% | 11.734 NS | 31 Maggio 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1.056.019 SH | 08 Agosto 2026 | Giornaliero |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,09% | 9.310 NS | 31 Maggio 2026 | N-PORT |
| DGRO · iShares Trust | 0,07% | 598.720 SH | 08 Agosto 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 11.224 SH | 08 Agosto 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,06% | 29.190 NS | 30 Aprile 2026 | N-PORT |