EVR Evercore Inc. Class A Common Stock
$302,19
Prezzo · Ago 19, 2026
Fondamentali al Ago 5, 2026
Intervallo 52 sett.
$266–$389
30% of range
Rating Analisti
BUY
15 analysts
Prezzo Obiettivo
$364
+20% upside
P/E (TTM)
24.2
ROE
31.7%
Margine di Profitto Netto
15.3%
EVR Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$302.19
Capitalizzazione di Mercato
—
P/E (TTM)
24.2
EPS (TTM)
$14.05
Ricavi (TTM)
$3.88B
Rendimento div.
—
ROE
31.7%
D/E Debito/Patrimonio
0.0
Intervallo 52 sett.
$266 – $389
EVR 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
$3.88B
2023-12-31
→
2025-12-31
EPS
$14.05
2023-12-31
→
2025-12-31
Flusso di cassa libero
$1.18B
2023-12-31
→
2025-12-31
Margini
15.3%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
EVR
Mediana dei peer
P/E (TTM)
24.2
19.6
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
EVR
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
15.3%
14.2%
ROA
12.4%
3.0%
ROE
31.7%
20.2%
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
EVR
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
0.0
—
Current Ratio (Rapporto corrente)
2.2
0.9
Quick Ratio
1.7
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
EVR
Mediana dei peer
Revenue YoY (Ricavi YoY)
29.5%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
11.8%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
11.2%
—
EPS YoY
54.7%
—
Net Income YoY (Utile Netto YoY)
56.5%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
EVR
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
24.4%
—
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield
—
Rapporto di Distribuzione Utili
24.4%
CAGR Dividendi 5Y
—
| Data ex-dividendo | Importo |
|---|---|
| 29 Maggio 2026 | $0,8900 |
| 27 Febbraio 2026 | $0,8400 |
| 28 Novembre 2025 | $0,8400 |
| 29 Agosto 2025 | $0,8400 |
| 30 Maggio 2025 | $0,8400 |
| 28 Febbraio 2025 | $0,8000 |
| 29 Novembre 2024 | $0,8000 |
| 30 Agosto 2024 | $0,8000 |
| 31 Maggio 2024 | $0,8000 |
| 22 Febbraio 2024 | $0,7600 |
| 22 Novembre 2023 | $0,7600 |
| 24 Agosto 2023 | $0,7600 |
| 25 Maggio 2023 | $0,7600 |
| 23 Febbraio 2023 | $0,7200 |
| 23 Novembre 2022 | $0,7200 |
| 25 Agosto 2022 | $0,7200 |
| 26 Maggio 2022 | $0,7200 |
| 24 Febbraio 2022 | $0,6800 |
| 24 Novembre 2021 | $0,6800 |
| 26 Agosto 2021 | $0,6800 |
EVR Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
15 analisti
- Acquisto forte 4 26,7%
- Compra 6 40,0%
- Mantieni 5 33,3%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
10 analisti · 2026-08-18
Mediana
$372.00
Media
$363.90
← Sotto tutti i target
$302.19
Basso
$303.00
Alto
$391.00
Target mediano
$372.00
+23,1%
Target medio
$363.90
+20,4%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
1.0%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $2.91 | $2.79 | 0.12% |
| 31 Marzo 2026 | $7.53 | $5.13 | 2.4% |
| 31 Dicembre 2025 | $5.13 | $4.08 | 1.0% |
| 30 Settembre 2025 | $3.48 | $3.29 | 0.19% |
| 30 Giugno 2025 | $2.42 | $1.80 | 0.62% |
| 31 Marzo 2025 | $3.49 | $1.73 | 1.8% |
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 |
|---|---|---|---|---|---|---|
| EVR | — | 24.2 | 29.5% | 15.3% | 31.7% | — |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | — |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | — |
| LPLA | — | 32.7 | 37.2% | 5.1% | 16.6% | — |
| SF | — | 14.2 | 6.7% | 10.8% | 11.7% | — |
| JEF | — | 20.3 | 2.9% | 6.3% | 6.6% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
| HLI | — | 23.1 | 9.6% | 16.3% | 18.6% | — |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| MC | — | — | — | — | 51.4% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 11
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Operating Expenses | $3.07B | $2.45B | $2.07B | $2.07B | $2.19B | $1.74B | $1.57B | $1.52B | $1.28B | $1.18B | $1.09B | $745M | |
| Interest Expense | $24M | $17M | $17M | $17M | $18M | $21M | $20M | $18M | $20M | $17M | $17M | $16M | |
| Pretax Income | $794M | $533M | $366M | $704M | $1.12B | $541M | $449M | $551M | $438M | $268M | $135M | $176M | |
| Income Tax | $153M | $115M | $81M | $173M | $248M | $128M | $95M | $109M | $258M | $119M | $77M | $69M | |
| Net Income | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| EPS (Basic) | $15.29 | $9.86 | $6.71 | $12.15 | $18.48 | $8.64 | $7.44 | $9.29 | $3.16 | $2.74 | $1.15 | $2.42 | |
| EPS (Diluted) | $14.05 | $9.08 | $6.37 | $11.61 | $17.08 | $8.22 | $6.89 | $8.33 | $2.80 | $2.43 | $0.98 | $2.08 | |
| Shares (Basic) | 38,712,000 | 38,365,000 | 38,101,000 | 39,224,000 | 40,054,000 | 40,553,000 | 39,994,000 | 40,595,000 | 39,641,000 | 39,220,000 | 37,161,000 | 35,827,000 | |
| Shares (Diluted) | 42,131,000 | 41,646,000 | 40,099,000 | 41,037,000 | 43,321,000 | 42,623,000 | 43,194,000 | 45,279,000 | 44,826,000 | 44,193,000 | 43,699,000 | 41,843,000 | |
| EBITDA | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M |
Stato Patrimoniale 25
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.43B | $873M | $597M | $663M | $578M | $830M | $634M | $791M | $610M | $559M | $449M | $352M | |
| Short-term Investments | $1.58B | $1.52B | $1.44B | $1.43B | $1.78B | $1.06B | $624M | $305M | $129M | $66M | · | · | |
| Other Current Assets | $232M | $140M | $174M | $204M | $59M | $92M | $88M | $28M | $30M | $24M | $16M | $20M | |
| Current Assets | $3.86B | $2.99B | $2.61B | $2.71B | $2.80B | $2.37B | $1.69B | $1.48B | $1.00B | $926M | $749M | $683M | |
| PP&E (Net) | $190M | $145M | $138M | $143M | $149M | $149M | $127M | $81M | $69M | $52M | $48M | $43M | |
| PP&E (Gross) | $360M | $296M | $351M | $330M | $314M | $288M | $244M | $171M | $139M | $105M | $91M | $77M | |
| Accum. Depreciation | $170M | $151M | $213M | $187M | $166M | $140M | $117M | $89M | $70M | $54M | $43M | $34M | |
| Goodwill | $231M | $124M | $125M | $123M | $128M | $129M | $131M | $131M | $134M | $161M | $166M | $218M | |
| Intangibles | $30M | $0 | · | $0 | $336.0K | $698.0K | $2M | $10M | $20M | $29M | $41M | $70M | |
| Other Non-current Assets | $278M | $174M | $147M | $110M | $141M | $103M | $90M | $89M | · | · | · | · | |
| Total Assets | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B | |
| Accounts Payable | $45M | $29M | $26M | $29M | $32M | $38M | $40M | $38M | $34M | $31M | $44M | $37M | |
| Short-term Debt | $48M | $38M | $0 | · | $0 | $38M | $0 | · | · | · | · | · | |
| Current Liabilities | $1.78B | $1.23B | $910M | $1.07B | $1.30B | $1.06B | $669M | $750M | $464M | $463M | $408M | $385M | |
| Capital Leases | $508M | $494M | $434M | $278M | $297M | $300M | $217M | $0 | · | · | · | · | |
| Deferred Tax | $5M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $142M | $119M | $150M | $113M | $126M | $102M | $126M | $105M | $59M | $57M | $36M | $26M | |
| Total Liabilities | $3.04B | $2.23B | $1.92B | $1.89B | $2.17B | $1.88B | $1.47B | $1.12B | $789M | $879M | $772M | $730M | |
| Total Debt | $48M | $38M | · | · | $0 | $38M | · | · | · | · | · | · | |
| Paid-in Capital | $4.02B | $3.51B | $3.16B | $2.86B | $2.46B | $2.27B | $2.02B | $1.82B | $1.60B | $1.37B | $1.21B | $950M | |
| Retained Earnings | $2.58B | $2.13B | $1.89B | $1.77B | $1.42B | $799M | $558M | $365M | $79M | $20M | $-28M | $-18M | |
| Treasury Stock | $4.56B | $3.90B | $3.45B | $3.07B | $2.55B | $1.82B | $1.68B | $1.40B | $1.11B | $812M | $644M | $361M | |
| AOCI | $-13M | $-36M | $-27M | $-28M | $-12M | $-10M | $-28M | $-30M | $-31M | $-50M | $-35M | $-20M | |
| Stockholders' Equity | $2.03B | $1.71B | $1.58B | $1.54B | $1.32B | $1.23B | $870M | $758M | $544M | $527M | $505M | $551M | |
| Liabilities + Equity | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B |
Flusso di cassa 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M | |
| Stock-based Comp | $675M | $570M | $515M | $467M | $422M | $367M | $360M | $294M | $230M | $258M | $208M | $112M | |
| Deferred Tax | $15M | $8M | $-3M | $-855.0K | $29M | $14M | $-11M | $-4M | $148M | $10M | $-4M | $14M | |
| Amort. of Intangibles | $4M | · | · | $336.0K | $362.0K | $2M | $8M | $9M | $10M | $12M | $17M | $8M | |
| Restructuring | · | · | · | · | · | · | $8M | · | · | · | · | · | |
| Other Non-cash | $-55M | $8M | $-334M | $-439M | $166M | $222M | $-166M | $165M | $-3M | $27M | $307M | $107M | |
| Operating Cash Flow | $1.26B | $988M | $458M | $531M | $1.38B | $978M | $505M | $850M | $507M | $422M | $368M | $216M | |
| CapEx | $74M | $30M | $20M | $23M | $28M | $53M | $71M | $33M | $31M | $18M | $16M | $14M | |
| Investing Cash Flow | $-98M | $-67M | $16M | $313M | $-706M | $-484M | $-373M | $-213M | $-55M | $-46M | $-26M | $25M | |
| Dividends Paid | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M | |
| Financing Cash Flow | $-636M | $-629M | $-557M | $-736M | $-925M | $-308M | $-290M | $-453M | $-419M | $-238M | $-235M | $-180M | |
| Net Change in Cash | $554M | $277M | $-67M | $85M | $-251M | $194M | $-156M | $183M | $42M | $112M | $97M | $54M | |
| Taxes Paid | $117M | $98M | $75M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $1.18B | $958M | $438M | $508M | $1.36B | $925M | $434M | $816M | $485M | $398M | $341M | $202M | |
| Levered FCF | $1.16B | $945M | $425M | $495M | $1.34B | $909M | $418M | $802M | $477M | $388M | $333M | $193M |
Redditività 5
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.3% | 12.6% | 10.5% | 17.2% | 22.4% | 15.3% | 14.7% | 18.1% | 7.3% | 7.4% | 3.5% | 9.3% | |
| Pretax Margin | 20.5% | 17.8% | 15.0% | 25.3% | 33.8% | 23.7% | 22.1% | 26.5% | 25.4% | 18.4% | 10.9% | 18.9% | |
| EBITDA Margin | 0.74% | 0.82% | 1.0% | 0.99% | 0.84% | 1.1% | 1.1% | 0.86% | 0.87% | 0.90% | 0.84% | 0.89% | |
| ROA | 12.4% | 9.8% | 7.4% | 14.1% | 20.9% | 11.7% | 12.4% | 19.7% | 8.0% | 6.9% | 3.0% | 6.5% | |
| ROE | 31.7% | 23.0% | 16.4% | 33.4% | 58.0% | 33.4% | 36.5% | 57.9% | 23.4% | 20.8% | 8.1% | 16.5% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 2.4 | 2.9 | 2.5 | 2.2 | 2.2 | 2.5 | 2.0 | 2.2 | 2.0 | 1.8 | 1.8 | |
| Quick Ratio | 1.7 | 1.9 | 2.2 | 2.0 | 1.8 | 1.8 | 1.9 | 1.5 | 1.6 | 1.2 | 1.1 | 0.9 | |
| Debt / Equity | 0.0 | 0.0 | · | · | 0.0 | 0.0 | · | · | · | · | · | · |
Efficienza 1
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.7 | 0.8 | 0.9 | 0.8 | 0.8 | 1.1 | 1.1 | 0.9 | 0.9 | 0.7 |
Tassi di Crescita 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 29.5% | 22.7% | -12.1% | -16.0% | 44.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.8% | -3.2% | 2.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.7% | 42.5% | -45.1% | -32.0% | 107.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 6.6% | -19.0% | -8.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 56.5% | 48.1% | -46.4% | -35.6% | 111.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.5% | -20.1% | -10.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 6
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Net Income TTM | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| P/E | 24.2 | 30.5 | 26.9 | 9.4 | 8.0 | 13.3 | 10.9 | 8.6 | 32.1 | 28.3 | 55.2 | 25.2 | |
| Earnings Yield | 4.1% | 3.3% | 3.7% | 10.6% | 12.6% | 7.5% | 9.2% | 11.6% | 3.1% | 3.5% | 1.8% | 4.0% | |
| Payout Ratio | 24.4% | 35.9% | 50.0% | 26.7% | 16.1% | 30.4% | 32.6% | 20.5% | 45.1% | 47.9% | 107.6% | 44.6% | |
| Annual Payout | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M |
Conto Economico 11
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $998M | $1.40B | $1.30B | $1.05B | $838M | $699M | $980M | $738M | $693M | $585M | $788M | $574M | $504M | $576M | $835M | $581M | |
| Operating Expenses | $844M | $1.06B | $976M | $823M | $683M | $584M | $763M | $612M | $581M | $497M | $666M | $493M | $442M | $465M | $621M | $447M | |
| Interest Expense | $8M | $9M | $9M | $7M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Pretax Income | $148M | $332M | $313M | $217M | $151M | $112M | $214M | $123M | $110M | $86M | $120M | $78M | $59M | $108M | $211M | $132M | |
| Income Tax | $41M | $9M | $91M | $60M | $44M | $-42M | $59M | $35M | $28M | $-7M | $28M | $20M | $17M | $16M | $58M | $41M | |
| Net Income | $95M | $301M | $204M | $145M | $97M | $146M | $140M | $78M | $74M | $86M | $83M | $52M | $37M | $83M | $140M | $82M | |
| EPS (Basic) | $2.47 | $7.73 | $5.27 | $3.73 | $2.51 | $3.78 | $3.66 | $2.05 | $1.92 | $2.23 | $2.19 | $1.38 | $0.97 | $2.17 | $3.61 | $2.11 | |
| EPS (Diluted) | $2.32 | $7.20 | $4.80 | $3.41 | $2.36 | $3.48 | $3.32 | $1.86 | $1.81 | $2.09 | $2.06 | $1.30 | $0.95 | $2.06 | $3.46 | $2.03 | |
| Shares (Basic) | 38,631,000 | 38,969,000 | -77,442,000 | 38,721,000 | 38,715,000 | 38,718,000 | -76,869,000 | 38,294,000 | 38,502,000 | 38,438,000 | -76,443,000 | 37,823,000 | 38,211,000 | 38,510,000 | -78,900,000 | 39,114,000 | |
| Shares (Diluted) | 41,134,000 | 41,850,000 | -83,559,000 | 42,419,000 | 41,213,000 | 42,058,000 | -82,329,000 | 42,038,000 | 40,857,000 | 41,080,000 | -79,628,000 | 40,000,000 | 39,288,000 | 40,439,000 | -82,306,000 | 40,527,000 | |
| EBITDA | · | $14M | · | · | · | $3M | · | · | · | $2M | · | · | · | $5M | · | · |
Stato Patrimoniale 25
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.26B | $986M | $1.43B | $852M | $617M | $553M | $873M | $533M | $632M | $570M | $597M | $493M | $521M | $579M | $663M | $473M | |
| Short-term Investments | $1.15B | $1.04B | $1.58B | $1.57B | $1.12B | $811M | $1.52B | $1.29B | $1.06B | $865M | · | $1.14B | $962M | $803M | · | $1.31B | |
| Other Current Assets | $155M | $168M | $232M | $162M | $183M | $175M | $140M | $212M | $166M | $126M | · | $141M | $154M | $113M | · | $109M | |
| Current Assets | $3.20B | $2.81B | $3.86B | $3.14B | $2.44B | $2.05B | $2.99B | $2.48B | $2.24B | $1.92B | · | $2.13B | $1.98B | $1.81B | · | $2.22B | |
| PP&E (Net) | $189M | $187M | $190M | $189M | $183M | $161M | $145M | $137M | $135M | $133M | · | $142M | $143M | $142M | · | $146M | |
| PP&E (Gross) | · | · | $360M | · | · | · | $296M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $182M | $176M | $170M | $167M | $162M | $155M | $151M | $233M | $225M | $219M | · | $206M | $202M | $194M | · | $178M | |
| Goodwill | $228M | $227M | $231M | $129M | $129M | $126M | $124M | $128M | $125M | $125M | $125M | $124M | $125M | $124M | $123M | $120M | |
| Intangibles | $22M | $26M | $30M | · | · | · | $0 | · | · | · | · | · | · | · | · | $62.0K | |
| Other Non-current Assets | $285M | $290M | $278M | $208M | $194M | $193M | $174M | $159M | $136M | $142M | · | $134M | $122M | $119M | · | $102M | |
| Total Assets | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | $3.70B | $3.23B | $3.05B | $2.75B | $3.62B | $3.15B | |
| Accounts Payable | $43M | $39M | $45M | $37M | $40M | $41M | $29M | $36M | $36M | $30M | · | $29M | $34M | $29M | · | $33M | |
| Short-term Debt | $0 | $0 | $48M | $48M | $86M | $86M | $38M | $38M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.30B | $1.02B | $1.78B | $1.16B | $864M | $629M | $1.23B | $832M | $621M | $393M | · | $563M | $462M | $343M | · | $749M | |
| Capital Leases | $488M | $497M | $508M | $483M | $492M | $500M | $494M | $431M | $423M | $428M | · | $438M | $421M | $289M | · | $277M | |
| Deferred Tax | $0 | $4M | $5M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $136M | $108M | $142M | $93M | $66M | $48M | $119M | $130M | $114M | $108M | · | $136M | $128M | $115M | · | $97M | |
| Total Liabilities | $2.52B | $2.23B | $3.04B | $2.34B | $1.77B | $1.52B | $2.23B | $1.79B | $1.59B | $1.36B | · | $1.57B | $1.45B | $1.18B | · | $1.56B | |
| Total Debt | $0 | $0 | · | $48M | $86M | $86M | · | $38M | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $4.27B | $4.14B | $4.02B | $3.82B | $3.71B | $3.60B | $3.51B | $3.42B | $3.33B | $3.25B | · | $3.09B | $3.01B | $2.93B | · | $2.81B | |
| Retained Earnings | $2.90B | $2.85B | $2.58B | $2.41B | $2.31B | $2.25B | $2.13B | $2.03B | $1.98B | $1.95B | · | $1.84B | $1.82B | $1.82B | · | $1.66B | |
| Treasury Stock | $5.30B | $5.18B | $4.56B | $4.41B | $4.35B | $4.31B | $3.90B | $3.87B | $3.77B | $3.72B | · | $3.45B | $3.41B | $3.35B | · | $3.01B | |
| AOCI | $-22M | $-23M | $-13M | $-15M | $-11M | $-28M | $-36M | $-20M | $-31M | $-30M | · | $-28M | $-20M | $-26M | · | $-51M | |
| Stockholders' Equity | $1.86B | $1.78B | $2.03B | $1.81B | $1.66B | $1.51B | $1.71B | $1.56B | $1.52B | $1.44B | · | $1.45B | $1.41B | $1.38B | · | $1.41B | |
| Liabilities + Equity | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | · | $3.23B | $3.05B | $2.75B | · | $3.15B |
Flusso di cassa 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $14M | $25M | $157.0K | $1M | $3M | $24M | $-664.0K | $-832.0K | $2M | $17M | $952.0K | $822.0K | $5M | $6M | $7M | |
| Stock-based Comp | $220M | $196M | $167M | $179M | $181M | $148M | $137M | $144M | $149M | $139M | $122M | $121M | $142M | $130M | $110M | $119M | |
| Other Non-cash | · | $-737M | · | · | · | $-847M | · | · | · | $-508M | · | · | · | $-604M | · | · | |
| Operating Cash Flow | $526M | $-226M | $807M | $561M | $438M | $-550M | $686M | $234M | $348M | $-281M | $416M | $248M | $179M | $-385M | $374M | $326M | |
| CapEx | $11M | $3M | $9M | $19M | $26M | $20M | $13M | $8M | $8M | $1M | $1M | $6M | $8M | $5M | $4M | $8M | |
| Investing Cash Flow | $-90M | $525M | $-10M | $-454M | $-314M | $680M | $-247M | $-205M | $-193M | $577M | $-275M | $-190M | $-151M | $631M | $-105M | $-197M | |
| Dividends Paid | $35M | $50M | $32M | $33M | $33M | $46M | $31M | $31M | $31M | $43M | $29M | $29M | $29M | $41M | $28M | $28M | |
| Financing Cash Flow | $-159M | $-731M | $-226M | $133M | $-81M | $-461M | $-78M | $-140M | $-92M | $-319M | $-47M | $-77M | $-96M | $-337M | $-104M | $-70M | |
| Net Change in Cash | $271M | $-440M | $575M | $234M | $65M | $-319M | $340M | $-98M | $62M | $-27M | $104M | $-28M | $-59M | $-84M | $190M | $29M | |
| Taxes Paid | $57M | $43M | · | · | $13M | $27M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-229M | · | · | · | $-569M | · | · | · | $-282M | · | · | · | $-390M | · | · | |
| Levered FCF | · | $-238M | · | · | · | $-575M | · | · | · | $-287M | · | · | · | $-393M | · | · |
Redditività 5
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.5% | 21.5% | · | 13.8% | 11.6% | 20.9% | · | 10.6% | 10.6% | 14.6% | · | 9.1% | 7.4% | 14.5% | · | 14.2% | |
| Pretax Margin | 14.8% | 23.7% | · | 20.8% | 18.0% | 16.0% | · | 16.7% | 15.9% | 14.8% | · | 13.7% | 11.8% | 18.8% | · | 22.8% | |
| EBITDA Margin | · | 0.98% | · | · | · | 0.37% | · | · | · | 0.33% | · | · | · | 0.92% | · | · | |
| ROA | 2.3% | 7.9% | · | 3.6% | 2.8% | 4.7% | · | 2.3% | 2.3% | 3.0% | · | 1.6% | 1.2% | 2.9% | · | 2.6% | |
| ROE | 5.4% | 18.3% | · | 8.6% | 6.1% | 9.9% | · | 5.2% | 5.1% | 6.1% | · | 3.6% | 2.7% | 6.0% | · | 6.3% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | 2.8 | · | 2.7 | 2.8 | 3.3 | · | 3.0 | 3.6 | 4.9 | · | 3.8 | 4.3 | 5.3 | · | 3.0 | |
| Quick Ratio | 1.9 | 2.0 | · | 2.1 | 2.0 | 2.2 | · | 2.2 | 2.7 | 3.7 | · | 2.9 | 3.2 | 4.0 | · | 2.4 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.0 | · | · | · | · | · | · | · | · |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.4 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Valutazione (TTM) 5
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.28B | $3.98B | · | $3.32B | $2.97B | $2.72B | · | $2.59B | $2.36B | $2.24B | · | $2.24B | $2.30B | $2.52B | · | $2.77B | |
| Net Income TTM | $638M | $689M | · | $466M | $396M | $384M | · | $290M | $249M | $258M | · | $255M | $299M | $419M | · | $496M | |
| P/E | 22.3 | 18.1 | · | 30.4 | 28.4 | 21.6 | · | 35.9 | 33.9 | 30.1 | · | 21.7 | 16.8 | 11.3 | · | 6.9 | |
| Earnings Yield | 4.5% | 5.5% | · | 3.3% | 3.5% | 4.6% | · | 2.8% | 2.9% | 3.3% | · | 4.6% | 6.0% | 8.8% | · | 14.5% | |
| Payout Ratio | · | 16.5% | · | · | · | 31.8% | · | · | · | 50.4% | · | · | · | 49.4% | · | · |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ricavi | $3.88B | — | — | $3.00B | — |
| Utile netto | $592M | — | — | $378M | — |
| EPS Diluito | $14.05 | — | — | $9.08 | — |
Stato Patrimoniale
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.0 | — | — | 0.0 | — |
| Rapporto corrente | 2.2 | — | — | 2.4 | — |
| Quick Ratio | 1.7 | — | — | 1.9 | — |
Flusso di cassa
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $1.18B | — | — | $958M | — |
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Proprietari istituzionali (13F) 756 filer · $7.6B 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 |
|---|---|---|---|---|
| 110 (-11 vs trimestre precedente) | 42 (-28 vs trimestre precedente) | 239 (-30 vs trimestre precedente) | 250 (+68 vs trimestre precedente) | +3.1M |
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 | $667.907.856 | 1.956.150 | 8,82% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $573.690.902 | 1.680.210 | 7,57% | Azioni |
| STATE STREET CORP | $411.817.271 | 1.206.119 | 5,44% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $323.068.191 | 946.009 | 4,26% | Azioni |
| FMR LLC | $298.871.862 | 875.328 | 3,94% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $217.655.708 | 637.464 | 2,87% | Azioni |
| TD Asset Management Inc | $207.974.177 | 609.109 | 2,75% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $185.752.579 | 544.027 | 2,45% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $169.326.169 | 495.919 | 2,23% | Azioni |
| Fisher Asset Management, LLC | $144.728.088 | 423.875 | 1,91% | Azioni |
| NORGES BANK | $142.394.479 | 417.041 | 1,88% | Azioni |
| PRIMECAP MANAGEMENT CO/CA/ | $128.432.656 | 376.150 | 1,70% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118.529.872 | 347.147 | 1,56% | Azioni |
| Point72 Asset Management, L.P. | $117.633.250 | 344.521 | 1,55% | Azioni |
| Capital International Investors | $110.881.616 | 324.747 | 1,46% | Azioni |
| Artemis Investment Management LLP | $107.813.777 | 315.762 | 1,42% | Azioni |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105.882.317 | 310.105 | 1,40% | Azioni |
| Paralel Advisors LLC | $102.432.000 | 300.000 | 1,35% | Azioni |
| Stephens Investment Management Group LLC | $96.570.158 | 282.832 | 1,27% | Azioni |
| Qube Research & Technologies Ltd | $85.392.437 | 250.095 | 1,13% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $83.007.137 | 243.109 | 1,10% | Azioni |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $81.771.458 | 239.490 | 1,08% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $74.163.500 | 217.208 | 0,98% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $67.581.902 | 197.932 | 0,89% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $67.481.519 | 197.638 | 0,89% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $66.491.001 | 194.737 | 0,88% | Azioni |
| Azora Capital LP | $63.517.400 | 186.028 | 0,84% | Azioni |
| Quantinno Capital Management LP | $63.156.481 | 184.970 | 0,83% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $53.326.099 | 156.180 | 0,70% | Azioni |
| TimesSquare Capital Management, LLC | $49.542.511 | 165.966 | 0,65% | Azioni |
| ROYCE & ASSOCIATES LP | $47.550.983 | 139.266 | 0,63% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $45.775.154 | 134.065 | 0,60% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41.469.000 | 121.454 | 0,55% | Azioni |
| Global Alpha Capital Management Ltd. | $40.331.234 | 118.121 | 0,53% | Azioni |
| JANUS HENDERSON GROUP PLC | $38.171.709 | 127.872 | 0,50% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $37.593.263 | 110.102 | 0,50% | Azioni |
| GOLDMAN SACHS GROUP INC | $37.366.511 | 109.438 | 0,49% | Azioni |
| BRAUN STACEY ASSOCIATES INC | $36.833.904 | 107.878 | 0,49% | Azioni |
| WESTWOOD HOLDINGS GROUP INC | $35.605.022 | 104.279 | 0,47% | Azioni |
| Holocene Advisors, LP | $35.085.692 | 102.758 | 0,46% | Azioni |
| Alyeska Investment Group, L.P. | $34.149.463 | 100.016 | 0,45% | Azioni |
| RHUMBLINE ADVISERS | $34.075.321 | 99.799 | 0,45% | Azioni |
| WCM INVESTMENT MANAGEMENT, LLC | $33.433.178 | 99.887 | 0,44% | Azioni |
| Retirement Systems of Alabama | $31.815.721 | 93.181 | 0,42% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $31.275.904 | 91.600 | 0,41% | Azioni |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29.823.077 | 87.345 | 0,39% | Azioni |
| Walleye Trading LLC | $28.134.656 | 82.400 | 0,37% | Opzione Call |
| Ceredex Value Advisors LLC | $27.981.008 | 81.950 | 0,37% | Azioni |
| MARSICO CAPITAL MANAGEMENT LLC | $27.287.543 | 79.919 | 0,36% | Azioni |
| ProShare Advisors LLC | $25.884.567 | 75.810 | 0,34% | Azioni |
| Swiss National Bank | $25.785.549 | 75.520 | 0,34% | Azioni |
| TD Waterhouse Canada Inc. | $25.505.862 | 74.739 | 0,34% | Azioni |
| BlackRock, Inc. | $25.405.868 | 74.408 | 0,34% | Azioni |
| Interval Partners, LP | $25.317.435 | 74.149 | 0,33% | Azioni |
| California Public Employees Retirement System | $25.205.101 | 73.820 | 0,33% | Azioni |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $25.127.252 | 73.592 | 0,33% | Azioni |
| Boston Trust Walden Corp | $24.945.265 | 73.059 | 0,33% | Azioni |
| AMERIPRISE FINANCIAL INC | $24.263.751 | 71.063 | 0,32% | Azioni |
| Woodline Partners LP | $24.042.156 | 70.414 | 0,32% | Azioni |
| BANK OF AMERICA CORP /DE/ | $23.940.749 | 70.117 | 0,32% | Azioni |
| Longaeva Partners L.P. | $23.192.312 | 67.925 | 0,31% | Azioni |
| JANE STREET GROUP, LLC | $21.510.720 | 63.000 | 0,28% | Opzione Call |
| Driehaus Capital Management LLC | $21.460.187 | 62.852 | 0,28% | Azioni |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $21.275.126 | 62.310 | 0,28% | Azioni |
| Mariner, LLC | $20.760.128 | 60.803 | 0,27% | Azioni |
| Balyasny Asset Management L.P. | $20.075.648 | 58.797 | 0,26% | Azioni |
| COOKSON PEIRCE & CO INC | $19.588.755 | 57.371 | 0,26% | Azioni |
| MACQUARIE GROUP LTD | $19.393.792 | 56.800 | 0,26% | Azioni |
| STRS OHIO | $19.282.483 | 56.474 | 0,25% | Azioni |
| MORGAN STANLEY | $19.044.460 | 55.776 | 0,25% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $18.111.796 | 60.674 | 0,24% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $17.862.434 | 52.315 | 0,24% | Azioni |
| PANAGORA ASSET MANAGEMENT INC | $17.440.072 | 51.078 | 0,23% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $16.719.315 | 48.967 | 0,22% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $16.690.270 | 48.882 | 0,22% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $15.842.448 | 46.399 | 0,21% | Azioni |
| Empire Life Investments Inc. | $15.510.936 | 45.428 | 0,20% | Azioni |
| UBS Group AG | $15.454.940 | 45.264 | 0,20% | Azioni |
| Jain Global LLC | $15.399.285 | 45.101 | 0,20% | Azioni |
| Engineers Gate Manager LP | $14.401.939 | 42.180 | 0,19% | Azioni |
| Cresset Asset Management, LLC | $14.078.420 | 41.232 | 0,19% | Azioni |
| CITADEL ADVISORS LLC | $13.623.456 | 39.900 | 0,18% | Opzione Put |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13.392.950 | 44.866 | 0,18% | Azioni |
| Morse Asset Management, Inc | $13.179.925 | 38.601 | 0,17% | Azioni |
| Ensign Peak Advisors, Inc | $13.149.537 | 38.512 | 0,17% | Azioni |
| Corient Private Wealth LP | $13.033.580 | 38.173 | 0,17% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $12.885.604 | 37.739 | 0,17% | Azioni |
| BARCLAYS PLC | $12.570.797 | 36.817 | 0,17% | Azioni |
| SummitTX Capital, L.P. | $12.566.358 | 36.804 | 0,17% | Azioni |
| Freestone Grove Partners LP | $12.562.260 | 36.792 | 0,17% | Azioni |
| PEREGRINE CAPITAL MANAGEMENT LLC | $12.330.423 | 36.113 | 0,16% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $12.283.304 | 35.975 | 0,16% | Azioni |
| Caisse de depot et placement du Quebec | $12.189.408 | 35.700 | 0,16% | Azioni |
| VAN ECK ASSOCIATES CORP | $12.178.140 | 35.667 | 0,16% | Azioni |
| Zurich Insurance Group Ltd/FI | $12.126.242 | 35.515 | 0,16% | Azioni |
| Glenmede Investment Management, LP | $12.105.402 | 35.887 | 0,16% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.086.976 | 35.400 | 0,16% | Opzione Call |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $12.042.247 | 35.269 | 0,16% | Azioni |
| SEGALL BRYANT & HAMILL, LLC | $11.992.739 | 35.124 | 0,16% | Azioni |
| Jackson Wealth Management, LLC | $11.823.000 | 39.605 | 0,16% | Azioni |
Insider aziendali 34 insider · 19 dirigenti · 18 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| John S Weinberg | CEO/Chairman | 19 Febbraio 2026 A | 636.890 | 0 | 0 | $0 |
| Ralph Schlosstein | Co-CEO/Co-Chairman | 15 Febbraio 2022 A | 239.674 | 0 | 0 | $0 |
| Ostoa Augusto Arellano | CEO of EVR Mexico | 12 Febbraio 2019 A | 17.046 | 0 | 0 | $0 |
| Andrew Sibbald | CEO EVR Partners International | 12 Febbraio 2019 A | 100.581 | 0 | 0 | $0 |
| Pedro Aspe | CEO of EVR Mexico | 11 Dicembre 2015 A | 340.763 | 0 | 0 | $0 |
| Austin M Beutner | President, Co-CEO, CIO | 03 Marzo 2008 A | 447.307 | 0 | 0 | $0 |
| Timothy Gilbert Lalonde | Chief Financial Officer | 11 Giugno 2026 S | 34.800 | 0 | 1 | $-2.678.612 |
| Celeste Mellet | Chief Financial Officer | 06 Luglio 2022 F | 33.495 | 0 | 0 | $0 |
| David E Wezdenko | Chief Financial Officer | 23 Maggio 2007 C | 5.000 | 0 | 0 | $0 |
| Matthew Lindsey-Clark | Co-Head EMEA IB | 19 Febbraio 2026 A | 27.847 | 0 | 0 | $0 |
| Jason Klurfeld | General Counsel | 19 Febbraio 2026 A | 57.793 | 0 | 1 | $-1.800.000 |
| Paul Pensa | Contr, Prin. Acct.Officer | 19 Febbraio 2026 A | 6.889 | 0 | 1 | $-507.950 |
| Roger C Altman | Founder and Senior Chairman | 19 Febbraio 2026 A | 84.152 | 0 | 0 | $0 |
| Edward S. Hyman | Vice Chair EVR & Chairman EISI | 10 Febbraio 2025 S | 1.643.035 | 0 | 0 | $0 |
| Robert B Walsh | Principal Financial Officer | 01 Giugno 2021 S | 55.558 | 0 | 0 | $0 |
| Adam B Frankel | General Counsel | 24 Novembre 2017 S | 58.401 | 0 | 0 | $0 |
| Eduardo G Mestre | Vice Chairman | 13 Febbraio 2012 S | 194.803 | 0 | 0 | $0 |
| Bernard J Taylor | Co-Vice Chairman | 09 Dicembre 2011 A | 33.269 | 0 | 0 | $0 |
| William Hiltz | Senior Managing Director | 11 Settembre 2009 A | 88.096 | 0 | 0 | $0 |
| Sarah K Williamson | Direttore | 10 Giugno 2026 A | 14.072 | 1 | 0 | $580.860 |
| Sir Simon Robertson | Direttore | 10 Giugno 2026 A | 9.715 | 0 | 0 | $0 |
| Pamela G Carlton | Direttore | 10 Giugno 2026 A | 3.845 | 0 | 1 | $-65.877 |
| Gail Block Harris | Direttore | 10 Giugno 2026 A | 40.151 | 0 | 0 | $0 |
| William J Wheeler | Direttore | 10 Giugno 2026 A | 12.642 | 0 | 0 | $0 |
| Wilard J Overlock JR | Direttore | 10 Giugno 2026 A | 15.279 | 0 | 0 | $0 |
| Ellen V Futter | Direttore | 10 Giugno 2026 A | 7.312 | 0 | 0 | $0 |
| Robert B Millard | Direttore | 10 Giugno 2026 A | 53.497 | 0 | 0 | $0 |
| Christine A Varney | Direttore | 10 Giugno 2026 A | 884 | 0 | 0 | $0 |
| Richard I Beattie | Direttore | 05 Dicembre 2023 S | 17.000 | 0 | 0 | $0 |
| Kendrick R Wilson III | Direttore | 17 Giugno 2021 A | 3.714 | 0 | 0 | $0 |
| Phalle Francois De Saint | Direttore | 15 Giugno 2016 A | 63.090 | 0 | 0 | $0 |
| Curtis A Hessler | Direttore | 15 Giugno 2016 A | 18.090 | 0 | 0 | $0 |
| Anthony N Pritzker | Direttore | 19 Giugno 2013 A | 9.796 | 0 | 0 | $0 |
| Thomas J Gavenda | — | 02 Marzo 2007 A | 46.803 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 1 partecipazione
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 |
|---|---|---|---|---|---|
| Edward S. Hyman ×2 depositi | 12 Febbraio 2025 | 4,30% | Modifica | — | 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 112 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 |
|---|---|---|---|---|
| XMHQ · Invesco Exchange-Traded Fund Trust | 2,06% | 378.720 SH | 08 Agosto 2026 | Giornaliero |
| REGL · ProShares Trust | 1,51% | 74.553 NS | 31 Maggio 2026 | N-PORT |
| IAI · iShares Trust | 1,08% | 46.979 SH | 08 Agosto 2026 | Giornaliero |
| GRPM · Invesco Exchange-Traded Fund Trust | 0,98% | 16.236 SH | 08 Agosto 2026 | Giornaliero |
| CLSE · Trust for Professional Managers | 0,80% | 14.395 NS | 31 Maggio 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,68% | 44.155 NS | 31 Maggio 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,57% | 9.188 NS | 30 Aprile 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,53% | 52 NS | 29 Maggio 2026 | N-PORT |
| HFGO · Hartford Funds Exchange-Traded Trust | 0,52% | 2.927 NS | 30 Aprile 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,50% | 3.785 NS | 31 Maggio 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 0,50% | 12.847 NS | 31 Maggio 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,43% | 23.664 SH | 08 Agosto 2026 | Giornaliero |
| VUSE · ETF Series Solutions | 0,41% | 8.189 NS | 31 Maggio 2026 | N-PORT |
| IJK · iShares Trust | 0,40% | 141.049 SH | 08 Agosto 2026 | Giornaliero |
| SMLF · iShares Trust | 0,40% | 54.081 SH | 08 Agosto 2026 | Giornaliero |
| XJH · iShares Trust | 0,38% | 5.196 SH | 08 Agosto 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,36% | 4.437 NS | 30 Aprile 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,36% | 62.492 SH | 08 Agosto 2026 | Giornaliero |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,36% | 5.148 SH | 08 Agosto 2026 | Giornaliero |
| ISCG · iShares Trust | 0,35% | 11.227 SH | 08 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | 0,33% | 1.323.152 SH | 08 Agosto 2026 | Giornaliero |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,32% | 10.676 NS | 30 Aprile 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,32% | 6.097 NS | 30 Aprile 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,30% | 1.862 NS | 31 Maggio 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,29% | 12.621 SH | 08 Agosto 2026 | Giornaliero |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,29% | 5.274 NS | 31 Maggio 2026 | N-PORT |
| MVV · ProShares Trust | 0,29% | 1.336 NS | 31 Maggio 2026 | N-PORT |
| IJJ · iShares Trust | 0,26% | 74.270 SH | 08 Agosto 2026 | Giornaliero |
| GQQQ · EA Series Trust | 0,25% | 1.058 NS | 29 Maggio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,25% | 640 NS | 30 Aprile 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,24% | 104.554 NS | 31 Maggio 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,24% | 17.880 NS | 30 Aprile 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 15.140 NS | 30 Aprile 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 14.057 NS | 30 Aprile 2026 | N-PORT |
| UMDD · ProShares Trust | 0,20% | 187 NS | 31 Maggio 2026 | N-PORT |
| IYF · iShares Trust | 0,17% | 24.377 SH | 08 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | 0,17% | 1.592 SH | 08 Agosto 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | 0,17% | 243.925 SH | 08 Agosto 2026 | Giornaliero |
| GINN · Goldman Sachs ETF Trust | 0,17% | 1.060 NS | 31 Maggio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 2.527 NS | 30 Aprile 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,17% | 1.319 NS | 29 Maggio 2026 | N-PORT |
| ESML · iShares Trust | 0,16% | 15.130 SH | 08 Agosto 2026 | Giornaliero |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,16% | 7.156 SH | 08 Agosto 2026 | Giornaliero |
| IYG · iShares Trust | 0,16% | 11.514 SH | 08 Agosto 2026 | Giornaliero |
| INFO · Harbor ETF Trust | 0,16% | 3.827 NS | 30 Aprile 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,15% | 1.795 NS | 31 Maggio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 443.909 SH | 08 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,15% | 842.956 SH | 08 Agosto 2026 | Giornaliero |
| VFH · VANGUARD WORLD FUND | 0,15% | 61.309 SH | 08 Agosto 2026 | Giornaliero |
| SMMD · iShares Trust | 0,15% | 17.933 SH | 08 Agosto 2026 | Giornaliero |