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01FHI prezzo
02Snapshot
03Grafico
04Split azionari
05Chi siamo
06Performance
07Valutazione e rapporti
13Dividendi
14Utili
15Fondamentali Completi
16Bilanci
17Proprietari istituzionali (13F)
18Attivisti e proprietari del 5%+
19Insider aziendali
20Proprietà ETF
21Consenso
22Peer
25Segnali di trading
26Le Mie Metriche
FHI Federated Hermes, Inc. Common Stock
NYSE · Financial Services · Visualizza su SEC EDGAR ↗ chiudi Ott 5, 2026 10-K/10-Q Lug 31, 2026
$56,50
· % dell'intervallo 52 sett.
· sopra il minimo
· al massimo
$46,66minimo 52 sett.
$67,20massimo 52 sett.
P/E (TTM)
10.5
EPS (TTM)
$5.37
Ricavi (TTM)
$1.93B
i tuoi badge
Intervallo 52 sett.
$47–$67
Rating Analisti
HOLD
Prezzo Obiettivo
$61
P/E
10.5
ROE
34.8%
Margine di Profitto Netto
21.3%
La tua barra dei badge è vuota — aggiungi una metrica a piacere in questa pagina.
FHI Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$56.50
P/E (TTM)
10.5
EPS (TTM)
$5.37
Ricavi (TTM)
$1.93B
ROE (TTM)
34.8%
Intervallo 52 sett.
$47–$67
FHI Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
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
| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 18 Luglio 2000 | 3-for-2 | Avanti |
Informazioni su Federated Hermes, Inc. Common Stock Panoramica della società da Wikipedia
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $902.6 billion of customer assets, as of December 2025. The company offers investments spanning equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, including mutual funds, exchange-traded funds (ETFs), separate accounts, closed-end funds and collective investment funds. Clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
## History
Federated Investors was founded in 1955 by high school classmates John F. Donahue, Richard B. Fisher, and Thomas J. Donnelly.
Aetna acquired a majority ownership stake in Federated Investors in 1982; at the time Federated had nearly $30 billion in assets under management. In 1989, Federated management purchased Aetna's stake for $345 million, reestablishing majority control of the company. In 1996, Federated management paid $100 million to acquire the remaining 25% stock ownership still held by Aetna. Federated completed an initial public offering on the NYSE on May 14, 1998.
In 1991, Federated established Federated International Management Limited, a wholly owned subsidiary in Dublin, Ireland, becoming the first U.S. company whose registered money market funds were approved for distribution to the European community. In 1998, Federated launched a venture with insurer LVM-Versicherungen Münster to offer Federated funds in Germany.
In April 2012, Federated Investors, Inc. completed its acquisition of Prime Rate Capital Management LLP (PRCM), a London, United Kingdom-based provider of institutional liquidity and fixed income products, from Matrix Group Limited. Federated Prime Rate Capital Management's AAA-rated liquidity funds, known as Qualifying Money Market Funds, serve the corporate and institutional market. The funds, totaling approximately US$4.0 billion (GBP 2.5 billion) in assets, are rated AAA by both Standard & Poor's and Fitch Ratings.
In September 2019, Federated Investors announced that it had bought around $4.4 billion in assets from Fifth Third Asset Management Inc.
In July 2018, Federated Investors, Inc., completed its acquisition of a 60 percent interest in Hermes Fund Managers Limited (Hermes), which operated as Hermes Investment Management, a pioneer of integrated ESG investing, from BT Pension Scheme (BTPS). Hermes had recently acquired MEPC plc.
In February 2020, Federated Investors, Inc. changed its name to Federated Hermes, Inc. and unveiled an updated corporate identity focused on a commitment to responsible investing to achieve financial performance. The company also changed its New York Stock Exchange (NYSE) ticker symbol from FII to FHI, with the firm's common stock trading under the FHI ticker symbol for the first time on Feb. 3, 2020.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
settoreFinancial Services
industriaFinancial Services
dipendenti2.091
paeseUS
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi$1.80B2016-12-31 → 2025-12-31
EPS$5.132018-12-31 → 2025-12-31
Flusso di cassa libero$295M2016-12-31 → 2025-12-31
Margine netto21.3%2016-12-31 → 2025-12-31
Valutazione e Rapporti
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | FHI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 10.5media 5 anni ≈12.0 | ≈12.0 | 19.4 | Sottovalutato | |
| PEG Ratio | ≈1.1 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | FHI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine Operativo (TTM) | 27.1%media 5 anni ≈25.2% | ≈25.2% | · | · | |
| EBITDA Margin (Margine EBITDA) | 28.5%media 5 anni ≈25.2% | ≈25.2% | 30.6% | Debole | |
| Margine ante imposte (TTM) | 28.7%media 5 anni ≈25.9% | ≈25.9% | 42.8% | Debole | |
| Margine di Profitto Netto (TTM) | 21.3%media 5 anni ≈19.0% | ≈19.0% | 28.1% | Debole | |
| ROA (TTM) | 18.4%media 5 anni ≈14.2% | ≈14.2% | 9.1% | Di prim'ordine | |
| ROE (TTM) | 34.8%media 5 anni ≈26.7% | ≈26.7% | 13.8% | Di prim'ordine | |
| ROIC | 32.5%media 5 anni ≈25.9% | ≈25.9% | · | · |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | FHI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 2.6media 5 anni ≈2.5 | ≈2.5 | · | · | |
| Quick Ratio | 1.9media 5 anni ≈1.5 | ≈1.5 | · | · |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | FHI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 10.3%media 5 anni ≈4.8% | ≈4.8% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 7.6%media 5 anni ≈6.3% | ≈6.3% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 4.5% | · | · | · | |
| EPS YoY | 58.8%media 5 anni ≈12.7% | ≈12.7% | · | · | |
| Net Income YoY (Utile Netto YoY) | 50.3%media 5 anni ≈7.3% | ≈7.3% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | 24.6%media 5 anni ≈10.6% | ≈10.6% | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | 9.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 19.0%media 5 anni ≈5.3% | ≈5.3% | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | 4.3% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | FHI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.8media 5 anni ≈0.7 | ≈0.7 | 0.5 | Di prim'ordine | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$861.1K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Rapporto di Distribuzione Utili26.0%
Pagamento annualizzato≈$1.52
CAGR Dividendi 5Y≈4.7%
Striscia di crescita≈3
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Ago 7, 2026 | $0,38 | USD | ≈2.3% |
| Mag 8, 2026 | $0,38 | USD | ≈2.5% |
| Feb 6, 2026 | $0,34 | USD | ≈2.6% |
| Nov 7, 2025 | $0,34 | USD | ≈2.7% |
| Ago 8, 2025 | $0,34 | USD | ≈2.5% |
| Mag 8, 2025 | $0,34 | USD | ≈3.0% |
| Feb 7, 2025 | $0,31 | USD | ≈5.8% |
| Nov 8, 2024 | $0,31 | USD | ≈5.4% |
| Ago 8, 2024 | $0,31 | USD | ≈6.6% |
| Mag 7, 2024 | $1,31 | USD | ≈6.7% |
| Feb 7, 2024 | $0,28 | USD | ≈3.2% |
| Nov 7, 2023 | $0,28 | USD | ≈3.4% |
| Ago 7, 2023 | $0,28 | USD | ≈3.3% |
| Mag 5, 2023 | $0,28 | USD | ≈2.8% |
| Feb 7, 2023 | $0,27 | USD | ≈2.7% |
| Nov 7, 2022 | $0,27 | USD | ≈3.0% |
| Ago 5, 2022 | $0,27 | USD | ≈3.2% |
| Mag 5, 2022 | $0,27 | USD | ≈3.7% |
| Feb 7, 2022 | $0,27 | USD | ≈3.3% |
| Nov 5, 2021 | $0,27 | USD | ≈3.1% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
17.2%
Prossimo report
Ott 28, 2026
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Lug 29, 2026 | $1.38 | $1.19 | 15.8% |
| 31 Marzo 2026 | $1.27 | $1.19 | 6.3% | |
| 31 Dicembre 2025 | $1.39 | $1.19 | 16.4% | |
| 30 Settembre 2025 | $1.34 | $1.13 | 18.1% | |
| 30 Giugno 2025 | $1.16 | $1.03 | 12.2% | |
| 31 Marzo 2025 | $1.25 | $0.93 | 34.8% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B | $1.45B | $1.33B | $1.14B | $1.10B | $1.14B | $927M | $859M | |
| Operating Expenses | $1.29B | $1.27B | $1.22B | $1.11B | $934M | $1.03B | $979M | $805M | $761M | $808M | $647M | $621M | |
| Operating Income | $514M | $361M | $388M | $337M | $366M | $418M | $348M | $330M | $342M | $336M | $279M | $238M | |
| Other Non-op | $-36.0K | $139.0K | $562.0K | $222.0K | $-900.0K | $8M | $13M | $-30M | $-42.0K | $60.0K | $-33.0K | $-29.0K | |
| Pretax Income | $548M | $382M | $411M | $306M | $376M | $446M | $365M | $296M | $352M | $341M | $275M | $239M | |
| Income Tax | $133M | $113M | $107M | $72M | $104M | $110M | $88M | $74M | $57M | $119M | $103M | $90M | |
| Net Income | $403M | $268M | $299M | $239M | $270M | $326M | $272M | $220M | $291M | $209M | $170M | $149M | |
| EPS (Basic) | $5.13 | $3.23 | $3.40 | $2.65 | $2.77 | $3.25 | $2.69 | $2.18 | · | · | · | · | |
| EPS (Diluted) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 | $3.23 | $2.69 | $2.18 | · | · | · | · | |
| Shares (Basic) | 75,101,000 | 79,426,000 | 83,858,000 | 85,762,000 | 93,754,000 | 96,503,000 | 97,259,000 | 96,949,000 | 97,411,000 | 99,116,000 | 100,475,000 | 100,721,000 | |
| Shares (Diluted) | 75,103,000 | 79,430,000 | 83,863,000 | 85,766,000 | 93,771,000 | 96,503,000 | 97,259,000 | 96,949,000 | 97,412,000 | 99,117,000 | 100,477,000 | 100,723,000 | |
| EBITDA | $514M | $361M | $388M | $337M | $366M | $418M | $348M | $330M | $342M | $345M | $279M | $238M |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $583M | $504M | $383M | $337M | $233M | $302M | $249M | $157M | $316M | $105M | $173M | $115M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $131M | $142M | $143M | |
| Receivables | · | · | · | $58M | $65M | $65M | $64M | $60M | $26M | $45M | $34M | $28M | |
| Prepaid Expense | $37M | $29M | $30M | $27M | $29M | $22M | $17M | $17M | $12M | $10M | $11M | $13M | |
| Other Current Assets | $13M | $5M | $6M | $8M | $7M | $8M | $2M | $2M | $3M | $4M | $5M | $4M | |
| Current Assets | $864M | $781M | $721M | $651M | $559M | $575M | $461M | $304M | $437M | $360M | $396M | $342M | |
| PP&E (Net) | $25M | $26M | $31M | $36M | $47M | $53M | $52M | $53M | $38M | $39M | $36M | $39M | |
| PP&E (Gross) | $112M | $144M | $151M | $155M | $161M | $159M | $146M | $143M | $108M | $103M | $92M | $96M | |
| Accum. Depreciation | $87M | $118M | $120M | $120M | $114M | $106M | $95M | $90M | $71M | $64M | $56M | $57M | |
| Goodwill | $852M | $805M | $807M | $800M | $799M | $800M | $775M | $810M | $660M | $659M | $659M | $659M | |
| Intangibles | $332M | $328M | $409M | $409M | $471M | $482M | $446M | $340M | $77M | · | $3M | $4M | |
| Other Non-current Assets | $61M | $40M | $35M | $31M | $33M | $29M | $46M | $37M | $20M | $23M | $21M | $26M | |
| Total Assets | $2.23B | $2.08B | $2.10B | $2.02B | $2.02B | $2.06B | $1.88B | $1.54B | $1.23B | $1.16B | $1.19B | $1.14B | |
| Accounts Payable | · | · | · | · | · | · | · | · | · | · | $44M | $35M | |
| Current Liabilities | $314M | $289M | $287M | $257M | $271M | $265M | $231M | $181M | $129M | $163M | $159M | $149M | |
| Capital Leases | $88M | $97M | $94M | $87M | $105M | $122M | $108M | · | · | · | · | · | |
| Deferred Tax | $184M | $171M | $186M | $180M | $205M | $188M | $165M | $148M | $118M | $177M | $159M | $141M | |
| Other Non-current Liabilities | $31M | $29M | $32M | $41M | $36M | $37M | $23M | $40M | $24M | $23M | $20M | $20M | |
| Total Liabilities | $966M | $934M | $948M | $913M | $841M | $687M | $627M | $504M | $440M | $528M | $529M | $527M | |
| Long-term Debt | $348M | $348M | $348M | $348M | $223M | · | · | · | · | · | · | · | |
| Paid-in Capital | $0 | $0 | $2.0K | $0 | $0 | $0 | · | · | · | · | · | · | |
| Retained Earnings | $1.53B | $1.26B | $1.19B | $1.02B | $1.19B | $1.03B | $930M | $792M | $697M | $530M | $546M | $505M | |
| Treasury Stock | $873M | $633M | $521M | $365M | $538M | $325M | $281M | $287M | $279M | $255M | $192M | $165M | |
| AOCI | $6M | $-32M | $-20M | $-46M | $16M | $15M | $-249.0K | $-15M | $-790.0K | $523.0K | $5M | $2M | |
| Stockholders' Equity | $1.20B | $1.10B | $1.13B | $1.05B | $1.11B | $1.14B | $1.04B | $857M | $761M | $596M | $649M | $609M | |
| Liabilities + Equity | $2.23B | $2.08B | $2.10B | $2.02B | $2.02B | $2.06B | $1.88B | $1.54B | $1.23B | $1.16B | $1.19B | $1.14B |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | $17M | $11M | $10M | $9M | $10M | |
| Stock-based Comp | $29M | $29M | $34M | $35M | $30M | $27M | $25M | $24M | $23M | $22M | $23M | $22M | |
| Deferred Tax | $11M | $-15M | $4M | $-19M | $18M | $18M | $7M | $12M | $-59M | $17M | $19M | $22M | |
| Amort. of Intangibles | $14M | $13M | $14M | $12M | $14M | $14M | $8M | $6M | $600.0K | $1M | $1M | $2M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $297M | $347M | $312M | $324M | $170M | $373M | $335M | $206M | $387M | $266M | $233M | $192M | |
| CapEx | $3M | $4M | $8M | $4M | $10M | $14M | $15M | $17M | $10M | $13M | $6M | $9M | |
| Investing Cash Flow | $2M | $64M | $-31M | $-32M | $11M | $-25M | $-95M | $-174M | $1M | $-21M | $-6M | $-16M | |
| Debt Issued | · | $0 | $0 | $488M | $296M | $100M | · | · | · | · | · | · | |
| Net Debt Issued | · | $0 | $0 | $488M | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $263M | $138M | $177M | $218M | $228M | $67M | $16M | $29M | $49M | $82M | $54M | $27M | |
| Net Stock Activity | $-263M | $-138M | $-177M | $-218M | $-228M | $-67M | $-16M | $-29M | $-49M | $-82M | $-54M | $-27M | |
| Dividends Paid | $105M | $185M | $98M | $98M | $106M | $208M | $109M | $107M | $102M | $205M | $105M | $105M | |
| Financing Cash Flow | $-238M | $-286M | $-243M | $-169M | $-249M | $-295M | $-153M | $-186M | $-177M | $-312M | $-170M | $-165M | |
| Net Change in Cash | $77M | $121M | $46M | $103M | $-71M | $59M | $92M | $-159M | $211M | $-68M | $57M | $11M | |
| Taxes Paid | $125M | $126M | $108M | $86M | $92M | $99M | $73M | $62M | $118M | $105M | $77M | $67M | |
| Free Cash Flow | $295M | $343M | $304M | $320M | $160M | $360M | $320M | $189M | $261M | $240M | $227M | $184M |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% | 28.9% | 26.2% | 29.1% | 31.0% | 29.4% | 30.2% | 27.7% | |
| Net Margin | 22.4% | 16.4% | 18.6% | 16.6% | 20.8% | 22.5% | 20.5% | 19.4% | 26.4% | 18.3% | 18.3% | 17.4% | |
| Pretax Margin | 30.4% | 23.4% | 25.6% | 21.2% | 28.9% | 30.8% | 27.5% | 26.1% | 31.9% | 29.8% | 29.7% | 27.9% | |
| EBITDA Margin | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% | 28.9% | 26.2% | 29.1% | 31.0% | 30.2% | 30.2% | 27.7% | |
| ROA | 18.7% | 12.8% | 14.5% | 11.9% | 13.2% | 16.6% | 15.9% | 15.9% | 24.4% | 17.8% | 14.6% | 13.1% | |
| ROE | 34.9% | 24.6% | 26.8% | 23.8% | 23.3% | 28.5% | 28.1% | 26.6% | 41.2% | 33.6% | 27.0% | 25.4% | |
| ROIC | 32.5% | 23.2% | 25.4% | 24.7% | 23.8% | 27.7% | 25.4% | 28.9% | 37.6% | 36.7% | 27.0% | 24.4% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.7 | 2.5 | 2.5 | 2.1 | 2.2 | 2.0 | 1.7 | 3.4 | 2.2 | 2.5 | 2.3 | |
| Quick Ratio | 1.9 | 1.7 | 1.3 | 1.5 | 1.1 | 1.4 | 1.4 | 1.2 | 2.9 | 1.7 | 2.2 | 1.9 |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.7 | 0.6 | 0.7 | 0.8 | 0.8 | 0.9 | 1.0 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | 23.4 | 20.0 | 22.4 | 21.3 | 26.4 | 22.4 | 29.2 | 30.1 | 30.0 |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $23.98 | $20.55 | $19.19 | $16.86 | $13.89 | · | $13.64 | $11.71 | $11.32 | $11.54 | $9.22 | $8.53 | |
| Cash Flow / Share | $3.96 | $4.36 | $3.72 | $3.78 | $1.82 | · | $3.44 | $2.13 | $2.78 | $2.55 | $2.32 | $1.91 | |
| Dividend / Share | $1.33 | $2.21 | $1.11 | $1.08 | $1.08 | $2.08 | $1.08 | $1.06 | $1.00 | $2.00 | $1.00 | $1.00 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | $1.00 | $1.00 | |
| EPS (TTM) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 | $3.23 | $2.69 | $2.18 | · | · | · | · |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.3% | 1.4% | 11.3% | 11.2% | -10.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.6% | 7.9% | 3.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 58.8% | -5.0% | 28.3% | -3.6% | -14.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 24.6% | 5.5% | 1.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 50.3% | -10.3% | 24.8% | -11.4% | -17.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 19.0% | -0.24% | -2.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -12.8% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B | $1.45B | $1.33B | $1.14B | $1.10B | $1.14B | $927M | $859M | |
| Net Income TTM | $403M | $268M | $299M | $239M | $270M | $326M | $272M | $220M | $291M | $209M | $170M | $149M | |
| P/E | 10.2 | 12.7 | 10.0 | 13.7 | 13.7 | 8.9 | 12.1 | 12.2 | · | · | · | · | |
| Earnings Yield | 9.8% | 7.9% | 10.0% | 7.3% | 7.3% | 11.2% | 8.2% | 8.2% | · | · | · | · | |
| Payout Ratio | 26.0% | 68.9% | 32.8% | 40.9% | 39.1% | 63.7% | 40.1% | 48.5% | 34.8% | 98.4% | 61.6% | 70.2% | |
| Annual Payout | $105M | $185M | $98M | $98M | $106M | $208M | $109M | $107M | $102M | $205M | $105M | $105M |
Conto Economico
| 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 | $503M | $479M | $483M | $469M | $425M | $424M | $425M | $408M | $403M | $396M | $391M | $403M | $433M | $382M | $374M | $381M | |
| Operating Expenses | $370M | $353M | $347M | $340M | $308M | $292M | $314M | $297M | $362M | $298M | $289M | $301M | $335M | $297M | $310M | $284M | |
| Operating Income | $133M | $126M | $136M | $129M | $117M | $132M | $110M | $112M | $41M | $99M | $103M | $101M | $98M | $85M | $64M | $97M | |
| Other Non-op | $-22.0K | $-30.0K | $74.0K | $-48.0K | $-35.0K | $-27.0K | $54.0K | $16.0K | $-34.0K | $103.0K | $463.0K | $-8.0K | $-15.0K | $122.0K | $190.0K | $-38.0K | |
| Pretax Income | $144M | $130M | $140M | $140M | $131M | $136M | $112M | $123M | $43M | $104M | $117M | $101M | $101M | $92M | $75M | $89M | |
| Income Tax | $37M | $34M | $33M | $34M | $34M | $32M | $28M | $32M | $23M | $29M | $31M | $27M | $28M | $21M | $14M | $22M | |
| Net Income | $104M | $96M | $107M | $104M | $91M | $101M | $85M | $88M | $21M | $75M | $82M | $75M | $72M | $70M | $56M | $69M | |
| EPS (Basic) | $1.38 | $1.27 | $1.38 | $1.34 | $1.16 | $1.25 | $1.08 | $1.06 | $0.20 | $0.89 | $0.95 | $0.86 | $0.81 | $0.78 | $0.62 | $0.78 | |
| EPS (Diluted) | $1.38 | $1.27 | $1.38 | $1.34 | $1.16 | $1.25 | $1.08 | $1.06 | $0.20 | $0.89 | $0.95 | $0.86 | $0.81 | $0.78 | $0.62 | $0.78 | |
| Shares (Basic) | 71,944,000 | 72,648,000 | · | 74,057,000 | 75,064,000 | 77,541,000 | · | 78,690,000 | 80,026,000 | 80,709,000 | · | 83,710,000 | 84,930,000 | 84,875,000 | · | 84,531,000 | |
| Shares (Diluted) | 71,947,000 | 72,650,000 | · | 74,057,000 | 75,072,000 | 77,542,000 | · | 78,706,000 | 80,026,000 | 80,710,000 | · | 83,710,000 | 84,939,000 | 84,875,000 | · | 84,536,000 | |
| EBITDA | $133M | $126M | · | $129M | $117M | $132M | · | $112M | $41M | $99M | · | $101M | $98M | · | · | $97M |
Stato Patrimoniale
| 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 | $302M | $514M | $583M | $506M | $371M | $388M | $504M | $375M | $307M | $360M | $383M | $377M | $343M | $324M | $337M | $305M | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | · | · | $75M | · | $49M | |
| Prepaid Expense | $43M | $37M | $37M | $41M | $35M | $32M | $29M | $34M | $38M | $34M | · | $26M | $29M | $31M | · | $26M | |
| Other Current Assets | $13M | $13M | $13M | $11M | $16M | $2M | $5M | $6M | $6M | $6M | · | $6M | $6M | $7M | · | $41M | |
| Current Assets | $661M | $789M | $864M | $802M | $761M | $679M | $781M | $723M | $613M | $720M | · | $712M | $694M | $636M | · | $630M | |
| PP&E (Net) | $26M | $28M | $25M | $27M | $23M | $24M | $26M | $28M | $32M | $29M | · | $31M | $31M | $33M | · | $38M | |
| PP&E (Gross) | · | · | $112M | · | · | · | $144M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $89M | $87M | $87M | $102M | $124M | $121M | $118M | $122M | $122M | $121M | · | $117M | $120M | $117M | · | $115M | |
| Goodwill | $1.08B | $849M | $852M | $861M | $865M | $809M | $805M | $814M | $806M | $806M | · | $802M | $807M | $803M | · | $775M | |
| Intangibles | $422M | $325M | $332M | $335M | $342M | $330M | $328M | $343M | $336M | $404M | · | $402M | $415M | $411M | · | $407M | |
| Other Non-current Assets | $50M | $64M | $61M | $55M | $59M | $61M | $40M | $40M | $32M | $33M | · | $33M | $31M | $32M | · | $30M | |
| Total Assets | $2.33B | $2.14B | $2.23B | $2.18B | $2.15B | $2.00B | $2.08B | $2.04B | $1.91B | $2.09B | · | $2.08B | $2.06B | $2.00B | · | $1.97B | |
| Current Liabilities | $255M | $241M | $314M | $256M | $226M | $223M | $289M | $263M | $223M | $212M | · | $256M | $234M | $212M | · | $239M | |
| Capital Leases | $83M | $83M | $88M | $94M | $95M | $94M | $97M | $84M | $86M | $90M | · | $96M | $73M | $77M | · | $88M | |
| Deferred Tax | $183M | $184M | $184M | $193M | $172M | $172M | $171M | $176M | $181M | $189M | · | $177M | $180M | $181M | · | $189M | |
| Other Non-current Liabilities | $64M | $24M | $31M | $40M | $33M | $21M | $29M | $29M | $25M | $28M | · | $34M | $32M | $35M | · | $33M | |
| Total Liabilities | $933M | $881M | $966M | $931M | $874M | $859M | $934M | $901M | $864M | $866M | · | $910M | $868M | $853M | · | $947M | |
| Long-term Debt | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | · | $348M | $348M | $348M | · | $398M | |
| Paid-in Capital | $8M | · | · | $6.0K | $6.0K | · | · | $0 | $0 | $0 | · | $15.0K | · | · | · | · | |
| Retained Earnings | $1.67B | $1.59B | $1.53B | $1.46B | $1.38B | $1.32B | $1.26B | $1.21B | $1.15B | $1.23B | · | $1.15B | $1.10B | $1.05B | · | $1.00B | |
| Treasury Stock | $974M | $930M | $873M | $807M | $807M | $742M | $633M | $623M | $596M | $548M | · | $473M | $404M | $360M | · | $377M | |
| AOCI | $-2M | $-2M | $6M | $5M | $16M | $-17M | $-32M | $888.0K | $-25M | $-25M | · | $-43M | $-22M | $-36M | · | $-87M | |
| Stockholders' Equity | $1.25B | $1.20B | $1.20B | $1.19B | $1.11B | $1.08B | $1.10B | $1.08B | $1.02B | $1.15B | $1.13B | $1.10B | $1.13B | $1.11B | $1.05B | $971M | |
| Liabilities + Equity | $2.33B | $2.14B | $2.23B | $2.18B | $2.15B | $2.00B | $2.08B | $2.04B | $1.91B | $2.09B | · | $2.08B | $2.06B | $2.00B | · | $1.97B |
Flusso di cassa
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $6M | $12M | $6M | $6M | $6M | $11M | $6M | $6M | $6M | $10M | $7M | $7M | $9M | $11M | $7M | $9M | |
| Deferred Tax | $-2M | $1M | $-9M | $21M | $-1M | $531.0K | $-4M | $-7M | $-7M | $3M | $8M | $-3M | $-1M | $-93.0K | $-12M | $-5M | |
| Amort. of Intangibles | $6M | $3M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | · | · | $3M | $3M | $3M | $3M | |
| Operating Cash Flow | $81M | $29M | $161M | $103M | $19M | $14M | $127M | $117M | $89M | $14M | $130M | $106M | $71M | $5M | $132M | $112M | |
| CapEx | $1M | $5M | $-426.0K | $1M | $786.0K | $972.0K | $505.0K | $-3M | $6M | $569.0K | $2M | $2M | $3M | $739.0K | $278.0K | $1M | |
| Investing Cash Flow | $-216M | $1M | $14M | $5M | $-16M | $-2M | $41M | $-8M | $4M | $28M | $-39M | $1M | $5M | $2M | $-31M | $-1M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Stock Repurchased | $64M | $65M | $77M | $21.0K | $66M | $120M | $23M | $29M | $46M | $39M | $65M | $64M | $41M | $7M | $7M | $7M | |
| Net Stock Activity | · | $-65M | · | · | · | $-120M | · | · | · | $-39M | · | · | · | · | · | · | |
| Dividends Paid | $29M | $26M | $26M | $26M | $27M | $25M | $25M | $26M | $110M | $24M | $24M | $25M | $25M | $24M | $24M | $24M | |
| Financing Cash Flow | $-77M | $-97M | $-98M | $30M | $-32M | $-138M | $-26M | $-52M | $-145M | $-64M | $-91M | $-68M | $-61M | $-22M | $-79M | $-43M | |
| Net Change in Cash | $-212M | $-70M | $78M | $135M | $-17M | $-120M | $129M | $68M | $-53M | $-23M | $6M | $34M | $19M | $-13M | $33M | $55M | |
| Free Cash Flow | · | $24M | · | · | · | $13M | · | · | · | $13M | · | · | · | · | · | · |
Redditività
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | · | · | 25.4% | |
| Net Margin | 20.8% | 20.1% | · | 22.2% | 21.4% | 23.9% | · | 21.4% | 5.2% | 18.9% | · | 18.6% | 16.7% | · | · | 18.2% | |
| Pretax Margin | 28.6% | 27.1% | · | 29.9% | 30.8% | 32.1% | · | 30.0% | 10.6% | 26.2% | · | 25.1% | 23.2% | · | · | 23.4% | |
| EBITDA Margin | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | · | · | 25.4% | |
| ROA | 4.7% | 4.7% | · | 4.9% | 4.5% | 5.0% | · | 4.2% | 1.1% | 3.7% | · | 3.7% | 3.6% | · | · | 3.5% | |
| ROE | 8.8% | 8.5% | · | 9.2% | 8.5% | 9.1% | · | 8.0% | 2.0% | 6.7% | · | 7.2% | 6.9% | 6.4% | · | 6.4% | |
| ROIC | 7.9% | 7.8% | · | 8.2% | 7.8% | 9.3% | · | 7.6% | 1.8% | 6.2% | · | 6.8% | 6.3% | · | · | 7.5% |
Liquidità e Solvibilità
| 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 | 2.6 | 3.3 | · | 3.1 | 3.4 | 3.0 | · | 2.7 | 2.7 | 3.4 | · | 2.8 | 3.0 | · | · | 2.6 | |
| Quick Ratio | 1.2 | 2.1 | · | 2.0 | 1.6 | 1.7 | · | 1.4 | 1.4 | 1.7 | · | 1.5 | 1.5 | · | · | 1.5 |
Efficienza
| 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 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | · | · | 0.2 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 6.6 |
Per Azione
| 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 / Share | $6.99 | $6.59 | · | $6.34 | $5.66 | $5.46 | · | $5.19 | $5.03 | $4.91 | · | $4.81 | $5.10 | · | · | $4.52 | |
| Cash Flow / Share | · | $0.40 | · | · | · | $0.18 | · | · | · | $0.17 | · | · | · | · | · | · | |
| Dividend / Share | $0.38 | $0.34 | $0.34 | $0.34 | $0.34 | $0.31 | $0.31 | $0.31 | $1.31 | $0.28 | $0.28 | $0.28 | $0.28 | $0.27 | $0.27 | $0.27 | |
| EPS (TTM) | $5.37 | $5.15 | · | $4.83 | $4.55 | $3.59 | · | $3.10 | $2.90 | $3.51 | · | $3.07 | $2.99 | $2.82 | · | $2.74 |
Valutazione (TTM)
| 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 | $1.93B | $1.86B | · | $1.74B | $1.68B | $1.66B | · | $1.60B | $1.59B | $1.62B | · | $1.59B | $1.57B | $1.50B | · | $1.39B | |
| Net Income TTM | $412M | $399M | · | $381M | $364M | $294M | · | $266M | $253M | $304M | · | $273M | $268M | $253M | · | $252M | |
| P/E | 10.3 | 11.0 | · | 10.8 | 9.7 | 11.4 | · | 11.9 | 11.3 | 10.3 | · | 11.0 | 12.0 | 14.2 | · | 12.1 | |
| Earnings Yield | 9.7% | 9.1% | · | 9.3% | 10.3% | 8.8% | · | 8.4% | 8.8% | 9.7% | · | 9.1% | 8.3% | 7.0% | · | 8.3% | |
| Payout Ratio | · | 26.9% | · | · | · | 25.0% | · | · | · | 31.6% | · | · | · | · | · | · | |
| Annual Payout | $107M | $106M | · | $104M | $103M | $186M | · | $184M | $183M | $98M | · | $98M | $98M | $97M | · | $100M |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B |
| Margine Operativo % | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% |
| Utile netto | $403M | $268M | $299M | $239M | $270M |
| EPS Diluito | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 2.7 | 2.7 | 2.5 | 2.5 | 2.1 |
| Quick Ratio | 1.9 | 1.7 | 1.3 | 1.5 | 1.1 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $295M | $343M | $304M | $320M | $160M |
Proprietari istituzionali (13F) 413 filer · $4.0B totale · Aggiornato al 30 Settembre 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.
Detentori
413
Valore detenuto
$4.0B
Nuove posizioni
42
Posizioni chiuse
48
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 42 (-32 vs trimestre precedente) | 48 (+12 vs trimestre precedente) | 126 (-13 vs trimestre precedente) | 138 (+19 vs trimestre precedente) | +3.4M |
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 | $429.345.164 | 8.245.538 | 10,83% | Azioni |
| BlackRock, Inc. | $333.744.946 | 6.043.914 | 8,42% | Azioni |
| FMR LLC | $257.540.523 | 4.663.900 | 6,50% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $242.816.421 | 4.397.255 | 6,13% | Azioni |
| Schneider Downs Wealth Management Advisors, LP | $196.118.138 | 3.551.578 | 4,95% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $176.402.333 | 3.194.537 | 4,45% | Azioni |
| FULLER & THALER ASSET MANAGEMENT, INC. | $147.441.635 | 2.670.077 | 3,72% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $146.164.137 | 2.646.942 | 3,69% | Azioni |
| Invesco Ltd. | $139.323.924 | 2.523.070 | 3,52% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $135.893.406 | 2.460.945 | 3,43% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $125.094.584 | 2.265.174 | 3,16% | Azioni |
| STATE STREET CORP | $102.283.399 | 1.852.289 | 2,58% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $93.491.595 | 1.692.774 | 2,36% | Azioni |
| Allianz Asset Management GmbH | $84.759.278 | 1.534.938 | 2,14% | Azioni |
| FIRST TRUST ADVISORS LP | $66.172.758 | 1.198.348 | 1,67% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $64.838.164 | 1.174.179 | 1,64% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $63.566.172 | 1.151.144 | 1,60% | Azioni |
| Woodline Partners LP | $59.112.403 | 1.070.489 | 1,49% | Azioni |
| CITADEL ADVISORS LLC | $54.266.075 | 982.725 | 1,37% | Azioni |
| GOLDMAN SACHS GROUP INC | $48.547.946 | 879.173 | 1,22% | Azioni |
| MORGAN STANLEY | $48.008.670 | 869.406 | 1,21% | Azioni |
| Bank of New York Mellon Corp | $34.114.658 | 617.795 | 0,86% | Azioni |
| JUPITER ASSET MANAGEMENT LTD | $32.163.055 | 582.453 | 0,81% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $30.930.825 | 545.421 | 0,78% | Azioni |
| SPROTT INC. | $28.376.730 | 513.885 | 0,72% | Azioni |
| Kestra Advisory Services, LLC | $26.084.650 | 472.377 | 0,66% | Azioni |
| BANK OF AMERICA CORP /DE/ | $25.435.605 | 460.623 | 0,64% | Azioni |
| NORTHERN TRUST CORP | $24.905.601 | 451.025 | 0,63% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $24.763.685 | 448.455 | 0,62% | Azioni |
| AMERIPRISE FINANCIAL INC | $24.244.233 | 438.986 | 0,61% | Azioni |
| FOUNDATION RESOURCE MANAGEMENT INC | $20.990.084 | 380.117 | 0,53% | Azioni |
| HighTower Advisors, LLC | $20.809.209 | 376.842 | 0,53% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $18.183.946 | 329.300 | 0,46% | Azioni |
| ROYCE & ASSOCIATES LP | $16.826.583 | 304.719 | 0,42% | Azioni |
| UBS Group AG | $16.692.785 | 302.296 | 0,42% | Azioni |
| TWO SIGMA ADVISERS, LP | $16.066.615 | 308.558 | 0,41% | Azioni |
| ALPS ADVISORS INC | $15.091.350 | 273.295 | 0,38% | Azioni |
| JPMORGAN CHASE & CO | $14.622.074 | 255.507 | 0,37% | Azioni |
| MERCER GLOBAL ADVISORS INC /ADV | $13.852.812 | 250.866 | 0,35% | Azioni |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.604.551 | 246.370 | 0,34% | Azioni |
| AXA Investment Managers S.A. | $13.353.799 | 257.150 | 0,34% | Azioni |
| FRANKLIN RESOURCES INC | $11.471.845 | 207.748 | 0,29% | Azioni |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $10.577.888 | 191.559 | 0,27% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $9.285.353 | 168.152 | 0,23% | Azioni |
| Brandywine Global Investment Management, LLC | $9.244.143 | 177.533 | 0,23% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9.232.067 | 167.187 | 0,23% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $9.036.753 | 163.650 | 0,23% | Azioni |
| Cambria Investment Management, L.P. | $8.955.193 | 162.173 | 0,23% | Azioni |
| Interval Partners, LP | $8.798.313 | 159.332 | 0,22% | Azioni |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8.766.572 | 155.298 | 0,22% | Azioni |
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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc., Voting Shares Irrevocable Trust, Thomas R. Donahue, Ann C. Donahue, J. Christopher Donahue ×2 depositi | 28 Ottobre 2025 | 19,32% | Deposito iniziale | Investimento passivo | SEC |
| Federated Investors, Inc., Voting Shares Irrevocable Trust, John F. Donahue., Rhodora J. Donahue, J. Christopher Donahue. | 30 Settembre 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 28 insider · 13 dirigenti · 8 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| DONAHUE J CHRISTOPHER | Chairman, President & CEO | 05 Marzo 2026 A | 479.192 | 0 | 0 | $0 |
| Thomas R Donahue | VP, CFO & Treasurer | 18 Maggio 2026 G | 560.292 | 0 | 1 | $-1.713.000 |
| Arthur L Cherry | President Federated Svcs Comp | 12 Febbraio 2004 M | 618.243 | 0 | 0 | $0 |
| Peter J Germain | EVP, CLO & Sec. | 20 Agosto 2026 S | 207.059 | 0 | 5 | $-1.184.132 |
| Stephen Van Meter | VP, Chief Compliance Officer | 23 Giugno 2026 S | 31.207 | 0 | 3 | $-159.463 |
| Paul A Uhlman | Vice President | 16 Giugno 2026 S | 296.821 | 0 | 6 | $-5.462.103 |
| Bryan M Burke | Vice President | 07 Maggio 2026 S | 74.921 | 0 | 1 | $-216.800 |
| Theodore W Zierden III | Vice President | 05 Marzo 2026 A | 160.750 | 0 | 1 | $-178.013 |
| Dolores D Dudiak | Vice President | 05 Marzo 2026 A | 85.540 | 0 | 2 | $-309.022 |
| Richard A Novak | Principal Accounting Officer | 05 Marzo 2026 A | 45.209 | 0 | 3 | $-882.242 |
| John B Fisher | Vice President | 19 Novembre 2025 S | 463.615 | 0 | 1 | $-365.631 |
| Gordon J Ceresino | Vice Chairman | 08 Aprile 2024 G | 34.742 | 0 | 0 | $0 |
| Eugene F Maloney | Executive Vice President | 02 Novembre 2018 S | 25.721 | 0 | 0 | $0 |
| Karen Hanlon | Direttore | 01 Maggio 2026 A | 6.800 | 0 | 0 | $0 |
| Marie Milie Jones | Direttore | 01 Maggio 2026 A | 27.950 | 0 | 0 | $0 |
| Joseph C Bartolacci | Direttore | 01 Maggio 2026 A | 22.450 | 0 | 0 | $0 |
| Michael J Farrell | Direttore | 26 Aprile 2024 A | 52.050 | 0 | 0 | $0 |
| Saker Anwar Nusseibeh | · | 04 Agosto 2026 S | 144.246 | 0 | 9 | $-2.565.829 |
| John W Mcgonigle | · | 07 Giugno 2017 G | 234.833 | 0 | 0 | $0 |
| Thomas E Territ | · | 02 Agosto 2016 S | 378.847 | 0 | 0 | $0 |
| David M Kelly | · | 29 Aprile 2016 A | 33.300 | 0 | 0 | $0 |
| Brian P Bouda | · | 06 Marzo 2015 A | 31.908 | 0 | 0 | $0 |
| DONAHUE JOHN F | · | 25 Settembre 2014 S | 458.385 | 0 | 0 | $0 |
| Edward G Oconnor | · | 25 Aprile 2013 A | 7.044 | 0 | 0 | $0 |
| Denis Mcauley III | · | 02 Marzo 2012 A | 44.049 | 0 | 0 | $0 |
| James L Murdy | · | 29 Settembre 2010 S | 8.350 | 0 | 0 | $0 |
| James F Getz | · | 03 Marzo 2006 S | 495.231 | 0 | 0 | $0 |
| Keith M Schappert | · | 04 Marzo 2005 A | 52.067 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 53 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 |
|---|---|---|---|---|
| AZTD · Tidal Trust I | 2,10% | 13.244 NS | 31 Luglio 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,24% | 110.120 SH | 02 Ottobre 2026 | Giornaliero |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,06% | 130.540 SH | 02 Ottobre 2026 | Giornaliero |
| SYLD · Cambria ETF Trust | 0,99% | 163.541 NS | 31 Luglio 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,87% | 77.790 SH | 02 Ottobre 2026 | Giornaliero |
| PFI · Invesco Exchange-Traded Fund Trust | 0,82% | 8.138 SH | 02 Ottobre 2026 | Giornaliero |
| RFG · Invesco Exchange-Traded Fund Trust | 0,78% | 46.424 SH | 02 Ottobre 2026 | Giornaliero |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,69% | 664.468 SH | 02 Ottobre 2026 | Giornaliero |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,52% | 49.865 NS | 31 Luglio 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,46% | 4.750 NS | 31 Luglio 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,40% | 43.516 NS | 31 Luglio 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,24% | 2.115 NS | 31 Luglio 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,22% | 33.038 NS | 31 Luglio 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,21% | 71.460 SH | 19 Agosto 2026 | Giornaliero |
| BKSE · BNY Mellon ETF Trust | 0,19% | 2.742 NS | 31 Luglio 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 20.586 NS | 31 Luglio 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,16% | 37.307 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,16% | 14.974 NS | 31 Luglio 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 62.907 NS | 31 Luglio 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,14% | 10.033 SH | 02 Ottobre 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,12% | 7.965 NS | 31 Luglio 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 116.853 SH | 19 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,10% | 267.416 NS | 31 Luglio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,09% | 1.063 NS | 31 Luglio 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,08% | 1.049.608 SH | 19 Agosto 2026 | Giornaliero |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,07% | 16.635 SH | 02 Ottobre 2026 | Giornaliero |
| ISCG · iShares Trust | 0,06% | 8.802 SH | 11 Settembre 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,05% | 4.606 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 830.851 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,05% | 1.654.576 SH | 19 Agosto 2026 | Giornaliero |
| VFH · VANGUARD WORLD FUND | 0,05% | 117.251 SH | 19 Agosto 2026 | Giornaliero |
| FNCL · FIDELITY COVINGTON TRUST | 0,05% | 19.225 NS | 31 Luglio 2026 | N-PORT |
| WSML · iShares Trust | 0,04% | 4.864 SH | 11 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,04% | 15.010 NS | 31 Luglio 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,03% | 637 NS | 31 Luglio 2026 | N-PORT |
| DIVB · iShares Trust | 0,03% | 9.165 SH | 11 Settembre 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,02% | 182.013 NS | 31 Luglio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 8.597 NS | 31 Luglio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 9.901 NS | 31 Luglio 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 22.695 SH | 02 Ottobre 2026 | Giornaliero |
| IUSG · iShares Trust | 0,01% | 66.117 SH | 11 Settembre 2026 | Giornaliero |
| DFAU · Dimensional ETF Trust | 0,01% | 23.780 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2.289.446 SH | 19 Agosto 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,01% | 22.764 NS | 31 Luglio 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 101.108 SH | 11 Settembre 2026 | Giornaliero |
| DFUV · Dimensional ETF Trust | 0,00% | 7.968 NS | 31 Luglio 2026 | N-PORT |
| IJH · iShares Trust | · | 2.539.318 SH | 11 Settembre 2026 | Giornaliero |
| IJK · iShares Trust | · | 420.001 SH | 11 Settembre 2026 | Giornaliero |
| XJH · iShares Trust | · | 9.920 SH | 08 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 3.478 SH | 11 Settembre 2026 | Giornaliero |
| ISCV · iShares Trust | · | 11.646 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 93.167 SH | 11 Settembre 2026 | Giornaliero |
| SMMV · iShares Trust | · | 4.441 SH | 01 Settembre 2026 | Giornaliero |
FHI Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
rating · 15 analisti
MANTIENI
Target mediano
$62.00
+9,7%
0 0,0%
Acquisto forte
1 6,7%
Compra
8 53,3%
Mantieni
5 33,3%
Vendi
1 6,7%
Vendita forte
Target Price a 12 Mesi
7 analisti · 2026-09-30Target medio $61.00 +8,0%
Ora
Prezzo attuale $56.50
Basso$55.00
Media$61.00
Alto$64.00
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
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 |
|---|---|---|---|---|---|---|
| FHI | · | 10.2 | 10.3% | 22.4% | 34.9% | · |
| MAIN | $5.43B | 15.3 | · | · | 16.8% | · |
| OBDC | $6.21B | 10.0 | · | · | 8.3% | · |
| HLNE | · | · | 6.5% | 32.8% | 30.5% | · |
| OTF | $6.75B | 7.9 | · | · | 9.0% | · |
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | · |
| AAMI | · | 21.3 | 11.5% | 14.2% | · | · |
| GBDC | $3.64B | 9.6 | · | · | 9.4% | · |
| AB | · | · | · | · | · | · |
| HTGC | · | · | · | · | · | · |
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.
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Fonte: SEC 10-Q depositato Lug 31, 2026