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

03
Prezzo $272.01
Capitalizzazione di Mercato (MRQ) $9.73B
P/E (TTM) 17.9
EPS (TTM) $15.18
Ricavi (TTM) $2.44B
Rendimento div. 1.4%
ROE (TTM) 27.0%
D/E Debito/Patrimonio (MRQ) 0.7
Intervallo 52 sett. $185–$320

FDS Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 3
Data ex-dividendo Split Tipo
07 Febbraio 2005 3-for-2 Avanti
07 Febbraio 2000 2-for-1 Avanti
08 Febbraio 1999 3-for-2 Avanti

Informazioni su FactSet Research Systems Inc. Common Stock Panoramica della società da Wikipedia

05 · wikidata

FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion.

FactSet provides client support & learning, implementation services, business advisory, data delivery, index services, portfolio data management, and transition services.

FactSet's competitors include Bloomberg L.P., LSEG, and S&P Global.

History

1977–1980

FactSet was founded by Howard Wille and Chuck Snyder in 1978. Their partnership began in 1977 when the two worked on Wall Street at Faulkner, Dawkins & Sullivan.

As computers became more prominent at the end of the 1970s, Wille and Snyder thought the industry was changing. When Shearson purchased Faulkner, Dawkins & Sullivan and the company started to expand, Wille and Snyder decided to set out on their own and test their idea for a company that could deliver computer-based financial information. At the time, companies had to purchase raw data directly from a vendor such as Compustat, then hire programmers to make the data user-friendly. Wille and Snyder's vision would offer usable data directly to the client.

Originally, all data was delivered to clients on paper, often by bike messenger. The original namesake product was a program called "Company FactSet," which produced a four-page company analysis report using the Value Line database. Today, users access FactSet's private network via WAN, Internet, and wireless devices.

1981–1989

In the early 1980s, FactSet had fewer than ten employees. In 1981, Snyder found a way to download data from the FactSet computer into Visicalc, allowing clients to retrieve data from a database directly into a spreadsheet. For the first time, several steps in the process were eliminated, making the data download process dramatically quicker.

In 1984, FactSet added limited screening capabilities, which were expanded in 1988 with the introduction of Universal Screening, which allowed users to stipulate their own screening criteria. Another development was the 1989 release of the company's Private Database Service. Users could now store proprietary data and integrate it with their own information to perform custom analysis.

Former Chairman Philip A. Hadley joined the company as a consultant in 1985.

1990–2000

In 1990, FactSet for Windows was released. That same year, company headquarters moved from New York City to Greenwich, Connecticut.

A London office opened in 1993, the first in Europe. The first Asia-Pacific office opened in Tokyo in 1995.

By the end of 1995, FactSet had fewer than 400 customers including 84 of the United States' top investment managers. The company changed its name in June 1995 to FactSet Research Systems Inc. in preparation for becoming a public company. The company began trading on the New York Stock Exchange in 1996 under the symbol FDS.

In 1997, the company released Portfolio Management Workstation, followed a year later by the Economic Analysis and Company Explorer applications.

The product became easier to use in 1998, with the release of the DIRECTIONS interface and the addition of Online Assistant, a web-based help and reference tool. FactSet introduced 24-hour live telephone support in 1999.

Wille retired as CEO and chairman in May 2000. Snyder served as interim CEO until September of that year, when Hadley was named the new CEO and chairman.

2000–2009

In the early 2000s, new products included a portfolio returns product, SPAR (Style, Performance and Risk), that allowed portfolio managers to analyze the risks and performance of their own funds as well as compare them with peer funds; the Data Central application, which allowed subscribers to create and save their own time-series databases; and Marquee, which combined real-time news and stock quotes with security-level analysis. In 2004, the company's sell-side platform, IBCentral, was released.

Also in 2004, the company relocated headquarters and consolidated its three Connecticut offices to Norwalk, Connecticut. Sales topped the $200 million mark for the first time in 2002 and $500 million in 2008.

In 2008, FactSet acquired a copy of the Thomson Reuters WorldScope database, which it develops and markets as FactSet Fundamentals.

2009–2015

In 2009, FactSet combined its DIRECTIONS, Marquee, and IBCentral platforms into one product, called FactSet. The platform combined the features of the previous platforms with new shared online workspaces and faster analytics. Also in 2009, FactSet integrated Data Explorers short selling data on the Factset Research Systems analytics platform.

In January 2010, FactSet and FirstRain announced a partnership that would allow FactSet clients to access FirstRain's web research engine that finds, filters, and analyzes unstructured business data available online.

In June 2008, FactSet completed the acquisition of the Thomson Fundamentals database.

In June 2010, FactSet acquired Market Metrics, a market research firm situated in the United States that is solely focused on surveys conducted on advisor and insurance products.

Highlights of 2011 included the addition of a package for colleges and universities in January, the integration of Proquote trading functionality in April, and the addition of Trucost environmental research data in August.

In June 2012, FactSet acquired StreetAccount, which provides real-time company updates, portfolio and sector filtering, email alerts, and market summaries for investment professionals.

In 2013, FactSet acquired Revere Data, a provider of a line-of-business industry taxonomy, now branded FactSet Revere.

2015–present

On February 9, 2015, FactSet acquired Code Red Inc, a provider of Research Management technology to the financial community.

On October 16, 2015, FactSet completed its acquisition of Portware, LLC, a multi-asset execution management system (EMS) provider.

In December 2016, FactSet acquired Vermilion Software, a client reporting software provider, and CYMBA Technologies, an order management system (OMS) provider.

On March 20, 2017, FactSet acquired BISAM, a performance and risk provider, strengthening its coverage of critical workflows throughout the portfolio lifecycle.

On April 3, 2017, FactSet strengthened its offering to the Wealth Management industry by completing its acquisition of Interactive Data Managed Solutions.

In 2018, FactSet extended its presence in Asia with a new office in Shanghai, celebrated 20 years in Australia and 40 years as a company, and declared strong revenue and EPS growth: "We are proud to have reached many milestones in fiscal 2018. We celebrated 40 years as a company with 38 years of consecutive revenue growth and 22 years of consecutive adjusted EPS growth. This quarter we had the highest reported quarterly ASV in our history. We enter fiscal 2019 with strong momentum and an expanding suite of innovative workflow solutions to drive our growth plans," Phil Snow, FactSet CEO.

In 2018 FactSet also announced the launch of the Open:FactSet Marketplace, an online platform that offers both financial and alternative data from providers including Alexandria, Estimize, Genscape, and RepRisk.

A key milestone for FactSet in 2018 was the selection to be the primary market data provider for Merrill Lynch Wealth Management (multi-year, enterprise level agreement including datafeeds). FactSet deployed its Market Data solution to more than 15,000 wealth management professionals across Merrill Lynch to provide complete multi-asset class content, analytics and global market data.

In 2020, FactSet acquired Truvalue Labs, a pioneer in AI-driven environmental, social, and governance (ESG) data. Truvalue Labs applies AI-driven technology to over 100,000 unstructured text sources in 13 languages, including news, trade journals, and nongovernmental organizations and industry reports, to provide daily signals that identify positive and negative ESG behavior. Its coverage spans over 20,000 public and private companies and generates short-term, long-term, and momentum scores derived from hundreds of signals. These signals are mapped against the Sustainability Accounting Standards Board (SASB) standards and United Nations Sustainable Development Goals (SDGs), allowing investors to evaluate ESG risk factors and real-world actions and impacts for quantitative analysis and back-testing. The company also works with its well-established Academic Research Network, which helps academic researchers use its data to study ESG trends and market-related behavior.

In October 2021, FactSet acquired Cobalt Software, a Boston-based provider of portfolio monitoring solutions.

On December 20, 2021, FactSet joined the S&P 500.

On December 27, 2021, FactSet announced its plans to acquire CUSIP Global Services, the exclusive provider of CUSIP and CINS identifiers globally and the official numbering agency for ISIN identifiers in the United States, from S&P Global for $1.925 billion in cash.

In February 2025, FactSet acquired LiquidityBook, a provider of cloud-based portfolio, order, and execution management systems, for $246.5 million.

In December 2025, FactSet announced a strategic partnership with Arcesium to deliver a unified investment-management offering that integrates front-, middle-, and back-office workflows across public, private, and alternative asset classes.

Products and services

Products

FactSet provides data and analytical applications to global buy and sell-side professionals, including portfolio managers, market research and performance analysts, risk managers, sell-side equity researchers, investment bankers, and fixed income professionals. FactSet's Workstation includes real-time news and quotes, company and portfolio analysis, multi-company comparisons, industry analysis, company screening, portfolio optimization and simulation, predictive risk measurements, alpha testing and tools to value and analyze fixed-income securities and portfolios.

In November 2020, FactSet furnished over 400 affinity databases and sought to restructure its foundation with inside the cloud to Amazon Web Services (AWS).

FactSet Mercury

Large language-model based knowledge agent for digital workflows and fact-based decision making.

Intelligent Platform Initiative

Connects FactSet Mercury to FactSet AI-powered solutions.

Pitch Creator

GenAI-powered solution for pitchbook creation for investment banks.

LiquidityBook Acquisition

Acquired in February 2025. LiquidityBook has cloud-based trading solutions for hedge funds, asset and wealth management, outsourced trading and sell-side middle office clients.

TableTop Data (“LogoIntern”) Acquisition

Acquired in March 2025. TableTop Data, Inc. (“LogoIntern”) is a workflow tool for junior bankers to add, organize and format logos into pitch decks.

Investor concerns

The company receives data from providers such as Barra, Dow Jones, Russell, and Lipper.

Since contractual relationships with third-party vendors can be terminated with one year's notice, the company tries to maintain relationships with at least two vendors for each type of data. Since 2000, FactSet has made close to 15 acquisitions, seven of which have been content providers.

Management

Sanoke Viswanathan, Chief Executive Officer

Josh Warren, Chief Financial Officer

Di Hirji, Chief People and Workforce Transformation Officer

Goran Skoko, Chief Revenue Officer

Kate Stepp, Chief AI Officer

Kevin Toomey, Head of Investor Relations

Bob Stolte, Chief Technology Officer

Christopher McLoughlin, Chief Legal Officer

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

Wikidata ↗

settoreFinancial Services industriaFinancial Services dipendenti12.694 paeseUS

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

06
Ricavi$2.32B
2018-08-31 → 2025-08-31
EPS$15.55
2018-08-31 → 2025-08-31
Flusso di cassa libero$617M
2018-08-31 → 2025-08-31
Margine netto23.2%
2018-08-31 → 2025-08-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni FDS media 5 anni Mediana dei peer Verdetto
P/E (TTM) 17.9media 5 anni ≈33.9 ≈33.9 23.5 Sottovalutato
P/S (TTM) 4.0media 5 anni ≈7.8 ≈7.8 4.8 Sottovalutato
P/B (MRQ) 4.8media 5 anni ≈10.3 ≈10.3 3.5 Sopravvalutato
EV / EBITDA (TTM) 12.1media 5 anni ≈23.3 ≈23.3 21.8 Sottovalutato
Prezzo / FCF (TTM) 13.7media 5 anni ≈28.0 ≈28.0 · ·
Prezzo / Flusso di cassa (TTM) 11.7media 5 anni ≈24.9 ≈24.9 22.2 Valore equo
EV / Ricavi (TTM) 4.4media 5 anni ≈8.1 ≈8.1 · ·
EV / FCF (TTM) 15.3media 5 anni ≈29.8 ≈29.8 · ·
Prezzo / Valore contabile tangibile (MRQ) 59.4 · · ·
PEG Ratio ≈1.8 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Dividend Yield1.4%
Rapporto di Distribuzione Utili26.8%
Pagamento annualizzato≈$4.64Pagato trimestralmente
CAGR Dividendi 5Y≈7.4%Per azione, rettificato per lo split
Striscia di crescita≈25Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Ago 31, 2026$1,16USD≈1.4%
Mag 29, 2026$1,16USD≈1.8%
Feb 27, 2026$1,10USD≈2.0%
Nov 28, 2025$1,10USD≈1.6%
Ago 29, 2025$1,10USD≈1.1%
Mag 30, 2025$1,10USD≈0.92%
Feb 28, 2025$1,04USD≈0.90%
Nov 29, 2024$1,04USD≈0.84%
Ago 30, 2024$1,04USD≈0.96%
Mag 31, 2024$1,04USD≈0.98%
Feb 28, 2024$0,98USD≈0.84%
Nov 29, 2023$0,98USD≈0.84%
Ago 30, 2023$0,98USD≈0.86%
Mag 30, 2023$0,98USD≈0.94%
Feb 27, 2023$0,89USD≈0.85%
Nov 29, 2022$0,89USD≈0.78%
Ago 30, 2022$0,89USD≈0.78%
Mag 27, 2022$0,89USD≈0.86%
Feb 25, 2022$0,82USD≈0.81%
Nov 29, 2021$0,82USD≈0.69%

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

14
Sorpresa media 0.83%
PeriodoRapportoEPS ActualEPS StimatoSorpresa
31 Dicembre 2026 $4.52 $4.38 3.2%
30 Settembre 2026 Set 30, 2026 $4.52 $4.38 3.2%
30 Giugno 2026 $4.53 $4.50 0.64%
31 Marzo 2026 $4.46 $4.42 0.92%
31 Dicembre 2025 $4.51 $4.41 2.2%
30 Settembre 2025 $4.05 $4.17 -2.9%
30 Giugno 2025 $4.27 $4.34 -1.6%

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

15
Conto Economico 16
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $2.32B$2.20B$2.09B$1.84B$1.59B$1.49B$1.44B$1.35B$1.22B$1.13B$1.01B$920M
Cost of Revenue $1.10B$1.01B$973M$871M$786M$695M$663M$659M$567M$487M$405M$354M
R&D Expense $301M$265M$267M$255M$250M$224M$215M$217M$215M···
SG&A Expense $476M$490M$483M$433M$331M$343M$334M$325M$302M$290M$270M$264M
Operating Expenses $1.57B$1.50B$1.46B$1.37B$1.12B$1.05B$997M$984M$869M$777M$675M$618M
Operating Income $748M$701M$629M$475M$474M$440M$438M$366M$352M$350M$332M$302M
Interest Income $7M$14M$13M$6M$2M·······
Other Non-op $22M$2M$8M$-2M$-30.0K$-3M$-16M$-14M$-8M$111M$2M$1M
Pretax Income $721M$652M$584M$444M$468M$427M$422M$352M$344M$461M$334M$303M
Income Tax $124M$114M$116M$47M$68M$54M$69M$85M$86M$122M$93M$92M
Net Income $597M$537M$468M$397M$400M$373M$353M$267M$258M$339M$241M$212M
EPS (Basic) $15.74$14.11$12.26$10.48$10.56$9.83$9.25$6.90$6.55$8.29$5.80$4.98
EPS (Diluted) $15.55$13.91$12.04$10.25$10.36$9.65$9.08$6.78$6.51$8.19$5.71$4.92
Shares (Basic) 37,924,00038,059,00038,194,00037,864,00037,856,00037,936,00038,144,00038,733,00039,444,00040,880,00041,572,00042,436,000
Shares (Diluted) 38,385,00038,618,00038,898,00038,736,00038,570,00038,646,00038,873,00039,377,00039,642,00041,365,00042,235,00042,970,000
EBITDA $906M$826M$735M$562M$539M$497M$498M$423M$400M$388M$363M$337M
Stato Patrimoniale 28
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $338M$423M$425M$503M$682M$586M$360M$209M$195M$228M$159M$116M
Short-term Investments $17M$70M$32M$33M$36M$20M$26M$29M$32M$24M$23M$20M
Receivables $271M$228M$238M$204M$151M$155M$146M$157M$148M$98M$95M$90M
Prepaid Expense $70M$60M$51M$91M$51M$44M$37M$30M$24M$16M$20M$15M
Current Assets $730M$836M$770M$870M$934M$842M$584M$431M$409M$369M$304M$250M
PP&E (Net) $85M$83M$86M$81M$131M$133M$119M$101M$100M$85M$59M$58M
PP&E (Gross) $230M$209M$200M$347M$392M$367M$334M$346M$294M$253M$213M$202M
Accum. Depreciation $145M$127M$114M$266M$261M$234M$215M$245M$194M$169M$154M$144M
Goodwill $1.28B$1.01B$1.00B$966M$754M$710M$686M$702M$708M$453M$308M$286M
Intangibles $1.92B$1.84B$1.86B$1.90B$135M$121M$124M$149M$174M$93M$40M$42M
Other Non-current Assets $105M$90M$74M$39M$29M$29M$39M$28M$15M$6M$4M$6M
Total Assets $4.30B$4.06B$3.96B$4.01B$2.22B$2.08B$1.56B$1.42B$1.41B$1.02B$737M$663M
Accounts Payable $135M$178M$122M$108M$86M$82M$80M$72M$59M$46M$34M$27M
Current Liabilities $521M$667M$484M$438M$316M$276M$219M$221M$201M$158M$140M$127M
Capital Leases $157M$178M$198M$209M$260M$272M$0·····
Deferred Tax $15M$8M$7M$9M$15M$20M$16M$21M$25M$2M$2M$3M
Other Non-current Liabilities $11M$7M$7M$3M$5M$7M$42M$39M$37M$33M$22M$16M
Total Liabilities $2.12B$2.14B$2.34B$2.68B$1.21B$1.19B$888M$894M$854M$502M$205M$152M
Long-term Debt $1.37B$1.37B$1.61B$1.98B$575M$574M$574M$575M$575M$300M$35M$0
Total Debt $1.37B$1.37B$1.61B$1.98B········
Common Stock $430.0K$426.0K$421.0K$417.0K$412.0K$408.0K$401.0K$393.0K$518.0K$512.0K$503.0K$491.0K
Paid-in Capital $1.62B$1.48B$1.32B$1.19B$1.05B$939M$807M$668M$742M$623M$542M$414M
Retained Earnings $2.32B$1.89B$1.51B$1.18B$913M$633M$373M$123M$1.46B$1.28B$1.02B$850M
Treasury Stock $1.70B$1.38B$1.12B$931M$906M$637M$434M$213M$1.61B$1.32B$989M$735M
AOCI $-64M$-80M$-87M$-108M$-39M$-39M$-75M$-51M$-35M$-69M$-44M$-18M
Stockholders' Equity $2.19B$1.91B$1.62B$1.33B$1.02B$896M$672M$526M$560M$517M$532M$511M
Liabilities + Equity $4.30B$4.06B$3.96B$4.01B$2.22B$2.08B$1.56B$1.42B$1.41B$1.02B$737M$663M
Shares Outstanding 37,645,87042,598,91542,096,62841,653,21841,163,19240,767,70838,118,00038,193,00039,023,00040,038,00041,317,00041,793,000
Flusso di cassa 18
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A $158M$125M$105M$87M$64M$58M$60M$57M$48M$38M$31M$34M
Stock-based Comp $61M$64M$62M$56M$45M$37M$32M$32M$34M$30M$26M$23M
Deferred Tax $-4M$-32M$-31M$-9M$-5M$11M$-2M$-2M$5M$5M$-969.0K$231.0K
Amort. of Intangibles $134M$105M$87M$62M$32M$25M$25M$25M$20M$15M$8M$8M
Restructuring ·······$17M····
Other Non-cash $-86M$7M$41M$7M$51M$30M$-16M$32M$-25M$-80M$9M$-4M
Operating Cash Flow $726M$700M$646M$538M$555M$506M$427M$386M$321M$331M$306M$265M
CapEx $109M$86M$61M$51M$61M$78M$59M$34M$37M$48M$26M$18M
Investing Cash Flow $-393M$-144M$-95M$-2.03B$-136M$-74M$-56M$-49M$-347M$-158M$-65M$-71M
Debt Issued $803M$0$0$2.24B$0$0$575M$0$640M$265M$35M·
Net Debt Issued $-2M$-250M$-375M$1.41B$0$0$0·$275M$265M$35M·
Stock Repurchased $300M$235M$177M$19M$265M$200M$220M$304M$261M$357M$256M$280M
Net Stock Activity $-300M$-235M$-177M$-19M$-265M$-200M$-220M$-304M$-261M$-357M$-256M$-280M
Dividends Paid $160M$151M$139M$126M$118M$110M$100M$89M$81M$74M$67M$61M
Financing Cash Flow $-408M$-561M$-632M$1.34B$-323M$-218M$-214M$-320M$-8M$-91M$-187M$-277M
Net Change in Cash $-71M$-2M$-78M$-179M$96M$226M$151M$14M$-34M$69M$43M$-80M
Taxes Paid $103M$157M$91M$76M$47M$69M$90M$69M$75M$88M$65M$67M
Free Cash Flow $617M$615M$585M$487M$494M$428M$368M$352M$284M$283M$281M$247M
Redditività 7
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 32.2%31.8%30.2%25.8%29.8%29.4%30.5%27.1%28.8%31.0%33.0%32.8%
Net Margin 25.7%24.4%22.4%21.5%25.1%25.0%24.6%19.8%21.1%30.1%23.9%23.0%
Pretax Margin 31.1%29.6%28.0%24.1%29.4%28.6%29.4%26.1%28.2%40.9%33.1%33.0%
EBITDA Margin 39.0%37.5%35.2%30.5%33.8%33.3%34.7%31.4%32.8%34.4%36.1%36.6%
ROA 14.3%13.4%11.7%12.7%18.6%20.5%24.1%18.9%18.6%32.9%32.9%32.0%
ROE 28.1%28.2%28.5%30.5%39.0%44.1%53.2%50.3%48.0%64.6%46.2%40.2%
ROIC 17.4%17.6%15.6%12.8%39.9%42.8%54.5%52.9%47.2%49.7%45.1%41.2%
Liquidità e Solvibilità 4
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 1.41.31.62.03.03.02.71.92.02.32.22.0
Quick Ratio 1.21.11.41.72.82.82.41.81.92.22.01.8
Debt / Equity 0.60.71.01.5········
LT Debt / Equity 0.60.61.01.5········
Efficienza 2
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 0.60.50.50.60.70.81.01.00.91.11.41.4
Receivables Turnover 9.39.59.410.410.49.99.58.99.911.710.911.2
Per Azione 5
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share $58.08$50.39$42.60$35.00$27.02$23.57$17.64$13.77$14.34$12.92$12.87$12.23
Revenue / Share $60.49$57.05$53.61$47.60$41.26$38.66$36.92$34.29$30.81$27.25$23.84$21.42
Cash Flow / Share $18.92$18.14$16.60$13.90$14.40$13.09$10.99$9.79$8.09$8.01$7.26$6.17
Cash / Share $8.97$11.14$11.19$13.23$18.13$15.40$9.44$5.46$4.99$5.70$3.85$2.78
EPS (TTM) $15.55$13.91$12.04$10.25$10.36$9.65$9.08$6.78$6.51$8.19$5.71$4.92
Tassi di Crescita 10
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5.4%5.6%13.1%15.9%6.5%·······
Revenue CAGR 3Y 8.0%11.5%11.8%·········
Revenue CAGR 5Y 9.2%···········
EPS YoY 11.8%15.5%17.5%-1.1%7.4%·······
EPS CAGR 3Y 14.9%10.3%7.6%·········
EPS CAGR 5Y 10.0%···········
Net Income YoY 11.2%14.7%17.9%-0.67%7.1%·······
Net Income CAGR 3Y 14.6%10.4%7.9%·········
Net Income CAGR 5Y 9.9%···········
Dividends Paid CAGR 5Y 7.7%···········
Valutazione (TTM) 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $2.32B$2.20B$2.09B$1.84B$1.59B$1.49B$1.44B$1.35B$1.22B$1.13B$1.01B$920M
Net Income TTM $597M$537M$468M$397M$400M$373M$353M$267M$258M$339M$241M$212M
Market Cap $14.05B$16.05B$16.59B$16.49B$14.30B$13.33B$10.37B$8.76B$6.13B$7.13B$6.52B$5.32B
Enterprise Value $15.07B$16.92B$17.75B$17.93B········
P/E 24.030.436.242.336.736.330.033.824.121.727.725.9
P/S 6.17.38.08.99.08.97.26.55.06.36.55.8
P/B 6.48.410.212.414.114.915.416.711.013.812.310.4
P / Tangible Book ····112.5203.2······
P / Cash Flow 19.422.925.730.625.826.324.322.719.121.521.320.1
P / FCF 22.826.128.433.829.031.128.224.921.625.223.221.5
EV / EBITDA 16.620.524.231.9········
EV / FCF 24.427.530.436.8········
EV / Revenue 6.57.78.59.7········
Dividend Yield 1.1%0.94%0.84%0.76%0.82%0.83%0.96%1.0%1.3%1.0%1.0%1.1%
Earnings Yield 4.2%3.3%2.8%2.4%2.7%2.8%3.3%3.0%4.1%4.6%3.6%3.9%
Payout Ratio 26.8%28.1%29.6%31.7%29.5%29.6%28.4%33.5%31.3%21.9%27.6%28.8%
Annual Payout $160M$151M$139M$126M$118M$110M$100M$89M$81M$74M$67M$61M

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-08-312024-08-312023-08-312022-08-312021-08-31
Ricavi $2.32B $2.20B $2.09B $1.84B $1.59B
Margine Operativo % 32.2% 31.8% 30.2% 25.8% 29.8%
Utile netto $597M $537M $468M $397M $400M
EPS Diluito $15.55 $13.91 $12.04 $10.25 $10.36

Proprietari istituzionali (13F) 829 filer · $10.5B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 829
Valore detenuto $10.5B
Nuove posizioni 141
Posizioni chiuse 93
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
141 (+24 vs trimestre precedente) 93 (-56 vs trimestre precedente) 267 (-5 vs trimestre precedente) 255 (-2 vs trimestre precedente) +3.2M

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 GROUP INC $1.292.799.352 4.455.010 12,30% Azioni
BAMCO INC /NY/ $966.532.948 4.200.856 9,19% Azioni
BlackRock, Inc. $657.658.042 2.858.389 6,26% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $547.519.305 2.379.691 5,21% Azioni
STATE STREET CORP $431.139.319 1.873.867 4,10% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $409.847.026 1.781.324 3,90% Azioni
AQR CAPITAL MANAGEMENT LLC $385.545.052 1.675.700 3,67% Azioni
LOOMIS SAYLES & CO L P $331.148.074 1.439.274 3,15% Azioni
GEODE CAPITAL MANAGEMENT, LLC $317.268.158 1.380.700 3,02% Azioni
Ninety One UK Ltd $273.620.290 1.189.240 2,60% Azioni
MORGAN STANLEY $253.253.120 1.100.714 2,41% Azioni
Invesco Ltd. $219.590.883 954.411 2,09% Azioni
BANK OF AMERICA CORP /DE/ $176.140.932 765.564 1,68% Azioni
ProShare Advisors LLC $156.692.993 681.037 1,49% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $138.309.371 601.136 1,32% Azioni
GOLDMAN SACHS GROUP INC $138.099.741 600.225 1,31% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $116.041.079 504.351 1,10% Azioni
UBS Group AG $93.852.854 407.914 0,89% Azioni
MARSHALL WACE, LLP $92.794.027 403.312 0,88% Azioni
WELLS FARGO & COMPANY/MN $85.064.603 369.718 0,81% Azioni
NORTHERN TRUST CORP $83.352.693 362.277 0,79% Azioni
Capital World Investors $80.601.396 350.319 0,77% Azioni
SHAPIRO CAPITAL MANAGEMENT LLC $80.150.536 348.359 0,76% Azioni
DIMENSIONAL FUND ADVISORS LP $75.423.397 327.779 0,72% Azioni
Gotham Asset Management, LLC $74.568.008 324.096 0,71% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $69.455.340 301.875 0,66% Azioni
Bank of New York Mellon Corp $68.587.039 298.101 0,65% Azioni
EQUITY INVESTMENT CORP $65.626.464 285.233 0,62% Azioni
JANE STREET GROUP, LLC $63.928.878 277.855 0,61% Azioni
STATE OF MICHIGAN RETIREMENT SYSTEM $61.069.674 265.428 0,58% Azioni
Boston Trust Walden Corp $55.782.718 242.449 0,53% Azioni
ARIEL INVESTMENTS, LLC $53.860.807 234.096 0,51% Azioni
YACKTMAN ASSET MANAGEMENT LP $52.830.970 229.620 0,50% Azioni
Ranmore Fund Management Ltd $51.535.849 223.991 0,49% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $48.855.647 212.342 0,46% Azioni
NORGES BANK $47.927.965 208.310 0,46% Azioni
FMR LLC $47.718.523 207.400 0,45% Azioni
VANGUARD FIDUCIARY TRUST CO $47.067.005 204.568 0,45% Azioni
Vest Financial, LLC $46.489.504 202.058 0,44% Azioni
Connor, Clark & Lunn Investment Management Ltd. $45.624.174 198.297 0,43% Azioni
Heron Bay Capital Management $45.136.084 196.176 0,43% Azioni
ROYAL BANK OF CANADA $44.086.000 191.613 0,42% Azioni
DEUTSCHE BANK AG\ $43.116.991 187.400 0,41% Azioni
BANK OF MONTREAL /CAN/ $40.805.659 177.354 0,39% Azioni
MCDONALD CAPITAL INVESTORS INC/CA $40.388.473 175.541 0,38% Azioni
EVERETT HARRIS & CO /CA/ $36.949.007 160.592 0,35% Azioni
NOMURA ASSET MANAGEMENT CO LTD $35.805.280 155.621 0,34% Azioni
ROYAL LONDON ASSET MANAGEMENT LTD $34.429.171 149.640 0,33% Azioni
RAYMOND JAMES FINANCIAL INC $34.220.171 148.732 0,33% Azioni
Longaeva Partners L.P. $33.758.488 146.725 0,32% Azioni

Mostra tutti i 829 proprietari istituzionali →

Attivisti e proprietari del 5%+ 1 partecipazione

18

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
Persona segnalante non divulgata 22 Gennaio 2004 · Deposito iniziale Investimento passivo 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.

Insider aziendali 52 insider · 25 dirigenti · 22 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Sanoke Viswanathan Chief Executive Officer 22 Settembre 2026 F 50.267 0 0 $0
Frederick Philip Snow Chief Executive Officer 01 Luglio 2025 M 16.616 0 0 $0
Joshua Warren EVP, Chief Financial Officer 01 Maggio 2026 A 2.272 0 0 $0
Helen L. Shan EVP, Chief Financial Officer 03 Novembre 2025 A 9.735 1 0 $101.928
Linda Huber EVP, Chief Financial Officer 01 Novembre 2023 A 1.393 0 0 $0
Ernest Wong Chief Financial Officer 07 Ottobre 2004 M 60.918 0 0 $0
Mark J. Hale Chief Operating Officer 22 Gennaio 2018 M 2.717 0 0 $0
Gregory T Moskoff MD,Controller and CAO 23 Settembre 2026 A 183 0 0 $0
Christopher Mcloughlin Chief Legal Officer 02 Dicembre 2025 F 2.715 0 0 $0
Goran Skoko EVP, Chief Revenue Officer 06 Novembre 2025 P 9.192 1 0 $126.465
Christopher R Ellis EVP, Initiatives & P'ships 03 Novembre 2025 A 24.206 0 0 $0
Catrina Harding Chief People Officer 03 Novembre 2025 A 458 0 0 $0
Katherine M Stepp Chief Technology Officer (CTO) 03 Novembre 2025 A 808 0 0 $0
John Costigan Chief Data Officer 03 Novembre 2025 A 4.479 0 0 $0
Kristina W Karnovsky EVP, Dealmakers & Wealth 03 Novembre 2025 A 2.535 0 0 $0
Robert J. Robie EVP, Institutional Buyside 03 Novembre 2025 A 2.303 0 0 $0
Rachel Rebecca Stern EVP, Chief Legal Officer 02 Febbraio 2024 M 2.050 0 0 $0
Jonathan Reeve EVP, Head of CTS 05 Maggio 2023 M 92 0 0 $0
Daniel Viens EVP, Chief HR Officer 01 Novembre 2022 A 3.112 0 0 $0
Gene D. Fernandez Chief Tech & Content Officer 07 Aprile 2022 M 0 0 0 $0
Franck A.R. Gossieaux EVP, Chief Revenue Officer 29 Maggio 2020 J 534 0 0 $0
John W. Wiseman EVP, Global Head of Sales 15 Gennaio 2019 M 1.290 0 0 $0
Edward Baker-Greene Chief Human Resources Officer 02 Novembre 2017 A · 0 0 $0
Kieran M. Kennedy Senior Vice President 08 Novembre 2013 S 8.769 0 0 $0
Townsend Thomas Chief Content Officer 14 Agosto 2007 A 490.113 0 0 $0
Shlomo Elisha Wiesel Direttore 15 Gennaio 2026 A 1.141 0 0 $0
Barak Eilam Direttore 15 Gennaio 2026 A 724 0 1 $-283
Maria Teresa Tejada Direttore 15 Gennaio 2026 A 1.415 0 0 $0
Siew Kai Choy Direttore 15 Gennaio 2026 A 1.442 0 0 $0
Malcolm Frank Direttore 15 Gennaio 2026 A 1.592 0 2 $-760.548
Lee Shavel Direttore 15 Gennaio 2026 A 1.587 0 0 $0
Robin Ann Abrams Direttore 15 Gennaio 2026 A 15.490 0 0 $0
Laurie G Hylton Direttore 15 Gennaio 2026 A 848 0 0 $0
Laurie Siegel Direttore 15 Gennaio 2026 A 1.663 0 2 $-761.944
James J Mcgonigle Direttore 14 Luglio 2025 M 4.461 0 0 $0
Sheila A Jordan Direttore 28 Giugno 2022 M 177 0 0 $0
Joseph Zimmel Direttore 24 Giugno 2022 S 1.542 0 0 $0
Scott A Billeadeau Direttore 02 Luglio 2020 M 625 0 0 $0
Philip A Hadley Direttore 01 Aprile 2020 S 400.000 0 0 $0
Joseph E Laird JR Direttore 13 Giugno 2017 S 9.000 0 0 $0
Walter F Siebecker Direttore 13 Gennaio 2016 J 25.828 0 0 $0
Michael F Dichristina Direttore 01 Luglio 2014 M 0 0 0 $0
Charles J Snyder Direttore 27 Marzo 2014 J 1.951.248 0 0 $0
John C Mickle Direttore 22 Dicembre 2004 A · 0 0 $0
Howard E Wille Direttore 22 Dicembre 2004 A 3.600.631 0 0 $0
Brian G Daly · 11 Luglio 2019 M 262 0 0 $0
Matthew J Mcnulty · 01 Novembre 2018 A 2.145 0 0 $0
Maurizio Nicolelli · 01 Novembre 2018 F 3.133 0 0 $0
Scott G. Miller · 21 Giugno 2017 M 0 0 0 $0
Peter G Walsh · 24 Marzo 2015 M 21.169 0 0 $0
Michael D Frankenfield · 18 Marzo 2015 S 14.677 0 0 $0
Nancy E Blair · 04 Gennaio 2006 S 389 0 0 $0

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

Proprietà ETF Posseduti da 101 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
SMLL · Harbor ETF Trust 2,54% 1.348 NS 31 Luglio 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 1,80% 77.272 NS 31 Luglio 2026 N-PORT
KNG · First Trust Exchange-Traded Fund IV 1,47% 198.046 NS 31 Luglio 2026 N-PORT
EPMV · Harbor ETF Trust 1,39% 247 NS 31 Luglio 2026 N-PORT
CCOR · Listed Funds Trust 1,37% 1.458 NS 31 Luglio 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1,34% 18.680 SH 05 Ottobre 2026 Giornaliero
SRHQ · Elevation Series Trust 1,33% 10.745 NS 31 Luglio 2026 N-PORT
CVAR · ETF Opportunities Trust 1,00% 1.633 NS 31 Luglio 2026 N-PORT
LSEQ · Harbor ETF Trust 0,80% 465 NS 31 Luglio 2026 N-PORT
NUSC · Nushares ETF Trust 0,72% 35.176 NS 31 Luglio 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,49% 4.225 NS 31 Luglio 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,37% 4.641 NS 31 Luglio 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,34% 17.907 NS 31 Luglio 2026 N-PORT
ESSC · Strategy Shares 0,27% 372 NS 31 Luglio 2026 N-PORT
ESML · iShares Trust 0,27% 28.430 SH 11 Settembre 2026 Giornaliero
BKMC · BNY Mellon ETF Trust 0,23% 5.718 NS 31 Luglio 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,23% 480.233 SH 19 Agosto 2026 Giornaliero
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,21% 15.997 NS 31 Luglio 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,19% 696.946 SH 05 Ottobre 2026 Giornaliero
IYF · iShares Trust 0,15% 24.443 SH 11 Settembre 2026 Giornaliero
FAB · First Trust Exchange-Traded AlphaDE… 0,15% 934 NS 31 Luglio 2026 N-PORT
IYG · iShares Trust 0,13% 11.065 SH 11 Settembre 2026 Giornaliero
SMMD · iShares Trust 0,13% 19.336 SH 11 Settembre 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,13% 76.619 NS 31 Luglio 2026 N-PORT
ISCG · iShares Trust 0,12% 4.553 SH 11 Settembre 2026 Giornaliero
BSCR · Invesco Exchange-Traded Self-Indexe… 0,11% 5.194.000 05 Ottobre 2026 Giornaliero
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 34.199 NS 31 Luglio 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,11% 9.642 NS 31 Luglio 2026 N-PORT
REVS · Columbia ETF Trust I 0,11% 1.343 NS 31 Luglio 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0,10% 833.946 SH 19 Agosto 2026 Giornaliero
VFH · VANGUARD WORLD FUND 0,10% 59.363 SH 19 Agosto 2026 Giornaliero
IWS · iShares Trust 0,09% 54.275 SH 11 Settembre 2026 Giornaliero
XT · iShares Trust 0,09% 13.754 SH 11 Settembre 2026 Giornaliero
WSML · iShares Trust 0,09% 2.214 SH 11 Settembre 2026 Giornaliero
SPHQ · Invesco Exchange-Traded Fund Trust 0,09% 61.764 SH 05 Ottobre 2026 Giornaliero
FAS · Direxion Shares ETF Trust 0,08% 7.179 NS 31 Luglio 2026 N-PORT
IWR · iShares Trust 0,07% 148.135 SH 11 Settembre 2026 Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 2.005 SH 05 Ottobre 2026 Giornaliero
LCOW · Pacer Funds Trust 0,07% 64 NS 31 Luglio 2026 N-PORT
IXG · iShares Trust 0,06% 1.579 SH 11 Settembre 2026 Giornaliero
XOEF · iShares Trust 0,06% 47 SH 11 Settembre 2026 Giornaliero
RECS · Columbia ETF Trust I 0,05% 11.882 NS 31 Luglio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,05% 1.003 NS 31 Luglio 2026 N-PORT
DIVB · iShares Trust 0,05% 3.610 SH 11 Settembre 2026 Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe… 0,04% 7.875 SH 05 Ottobre 2026 Giornaliero
PALC · Pacer Funds Trust 0,04% 339 NS 31 Luglio 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0,04% 205.809 SH 19 Agosto 2026 Giornaliero
DGRO · iShares Trust 0,04% 64.598 SH 11 Settembre 2026 Giornaliero
PFM · Invesco Exchange-Traded Fund Trust 0,04% 1.037 SH 05 Ottobre 2026 Giornaliero
IVE · iShares Trust 0,03% 60.423 SH 11 Settembre 2026 Giornaliero
VOOV · VANGUARD ADMIRAL FUNDS 0,03% 8.424 SH 19 Agosto 2026 Giornaliero
VYM · VANGUARD WHITEHALL FUNDS 0,03% 145.509 SH 19 Agosto 2026 Giornaliero
IUSV · iShares Trust 0,03% 31.451 SH 11 Settembre 2026 Giornaliero
DSI · iShares Trust 0,03% 5.436 SH 11 Settembre 2026 Giornaliero
IWD · iShares Trust 0,03% 80.350 SH 11 Settembre 2026 Giornaliero
EGLE · Global X Funds 0,02% 2 NS 31 Luglio 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,02% 7.858 SH 05 Ottobre 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,02% 21.853 SH 19 Agosto 2026 Giornaliero
XRMI · Global X Funds 0,02% 34 NS 31 Luglio 2026 N-PORT
CATH · Global X Funds 0,02% 871 NS 31 Luglio 2026 N-PORT
XVV · iShares Trust 0,02% 432 SH 11 Settembre 2026 Giornaliero
TOPC · iShares Trust 0,02% 21 SH 11 Settembre 2026 Giornaliero
CHRI · Global X Funds 0,02% 5 NS 31 Luglio 2026 N-PORT
XYLD · Global X Funds 0,02% 1.952 NS 31 Luglio 2026 N-PORT
PTLC · Pacer Funds Trust 0,02% 1.897 NS 31 Luglio 2026 N-PORT
XCLR · Global X Funds 0,01% 2 NS 31 Luglio 2026 N-PORT
IVV · iShares Trust 0,01% 459.305 SH 11 Settembre 2026 Giornaliero
PBP · Invesco Exchange-Traded Fund Trust 0,01% 213 SH 05 Ottobre 2026 Giornaliero
IYY · iShares Trust 0,01% 1.642 SH 11 Settembre 2026 Giornaliero
QVML · Invesco Exchange-Traded Fund Trust … 0,01% 915 SH 05 Ottobre 2026 Giornaliero
IWV · iShares Trust 0,01% 10.582 SH 11 Settembre 2026 Giornaliero
SPUU · Direxion Shares ETF Trust 0,01% 137 NS 31 Luglio 2026 N-PORT
VOXP · Advisors Series Trust 0,01% 3 NS 31 Luglio 2026 N-PORT
IWB · iShares Trust 0,01% 24.977 SH 11 Settembre 2026 Giornaliero
TILT · FlexShares Trust 0,01% 1.106 NS 31 Luglio 2026 N-PORT
QDPL · Pacer Funds Trust 0,01% 863 NS 31 Luglio 2026 N-PORT
ITOT · iShares Trust 0,01% 47.802 SH 11 Settembre 2026 Giornaliero
XYLG · Global X Funds 0,01% 32 NS 31 Luglio 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0,01% 29 SH 05 Ottobre 2026 Giornaliero
HCMT · Direxion Shares ETF Trust 0,01% 255 NS 31 Luglio 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0,01% 4.351 SH 05 Ottobre 2026 Giornaliero
SPXL · Direxion Shares ETF Trust 0,01% 2.847 NS 31 Luglio 2026 N-PORT
XTR · Global X Funds 0,01% 2 NS 31 Luglio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 18.476 NS 31 Luglio 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0,01% 945.309 SH 19 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,01% 1.156.942 SH 19 Agosto 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 30.189 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,01% 5.976 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 3.049 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,01% 8.187 SH 19 Agosto 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,01% 4.075 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 254 NS 31 Luglio 2026 N-PORT
BIV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BND · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
BNDW · VANGUARD SCOTTSDALE FUNDS · · 14 Luglio 2026 Giornaliero
IAI · iShares Trust · 44.924 SH 11 Settembre 2026 Giornaliero
ISCB · iShares Trust · 1.647 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 4.968 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 15.655 SH 11 Settembre 2026 Giornaliero

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

21
rating · 27 analisti MANTIENI
Target mediano $285.00 +4,8%
0 0,0% Acquisto forte
3 11,1% Compra
13 48,1% Mantieni
9 33,3% Vendi
2 7,4% Vendita forte

Target Price a 12 Mesi

16 analisti · 2026-10-02

Target medio $277.56 +2,0%

Ora Prezzo attuale $272.01
Basso$212.00 Media$277.56 Alto$340.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
FDS $14.05B 24.0 5.4% 25.7% 28.1% ·
NDAQ $55.35B 31.4 11.7% 21.6% 15.3% 63.5%
COIN $60.57B 50.8 9.4% 17.5% 9.4% ·
MSCI $42.21B 36.6 9.8% 38.4% -67.9% ·
CBOE · · 15.1% 23.3% 22.4% 51.5%
TW $25.32B 28.4 18.9% 39.6% 13.2% ·
MORN $8.64B 24.5 7.5% 15.3% 26.4% ·
MKTX $6.48B 27.3 3.6% 29.1% 19.5% ·
MIAX $3.80B -44.4 19.7% -5.1% -10.8% 31.6%
DFIN $1.20B 40.6 -1.9% 4.2% 8.0% ·

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

26

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Fonte: SEC 10-Q depositato Lug 1, 2026