FIBK First Interstate BancSystem, Inc. - Common Stock

NASDAQ · Banking · Visualizza su SEC EDGAR ↗
$38,05
Prezzo · Ago 21, 2026
Fondamentali al Ago 3, 2026

Informazioni su First Interstate BancSystem, Inc. - Common Stock Panoramica della società da Wikipedia

First Interstate BancSystem, Inc. is a financial holding company headquartered in Billings, Montana. It is the parent company of First Interstate Bank, a community bank with locations throughout 14 states within the Western and Midwestern United States. It is the largest bank based in Montana, as measured by total assets.

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First Interstate BancSystem, Inc. is a financial holding company headquartered in Billings, Montana. It is the parent company of First Interstate Bank, a community bank with locations throughout 14 states within the Western and Midwestern United States. It is the largest bank based in Montana, as measured by total assets.

History

First Interstate Bank was established in 1968 when its founder, Homer Scott, Sr. purchased the Bank of Commerce in Sheridan, Wyoming. Scott incorporated the company in Montana in 1971 and over the next ten years acquired two more banks and established six de novo banks in Montana and Wyoming.

In 1984, the company entered into a franchise agreement with First Interstate Bancorp, a multistate bank holding company headquartered in Los Angeles, California, to use the First Interstate Bank name and logo.

In 1996, Wells Fargo acquired First Interstate Bancorp, but not First Interstate Bank. Instead, the Montana organization successfully negotiated to retain the well-known First Interstate name and logo. In 2017, the company retained the rights to use the First Interstate name and logo in all 50 states.

By the end of 1999, First Interstate had grown to 42 branches through a combination of de novo start-ups and acquisitions.

In 2008, the Bank expanded into South Dakota by acquiring 18 banking offices pursuant to the purchase of First Western Bank.

The Bank extended into Idaho, Oregon and Washington with the acquisitions of Cascade Bancorp in 2017 and Northwest Bancorporation, Inc., in 2018—the parent companies of Bank of the Cascades and Inland Northwest Bank, respectively. In 2019, Idaho Independent and Community 1st Banks joined the Company, officially becoming First Interstate Bank in June of that year.

In September 2021, First Interstate announced a merger with Sioux Falls, South Dakota–based Great Western Bank. The merger was completed on February 1, 2022, making Great Western an operating division of First Interstate Bank and extended the bank's presence into Arizona, Colorado and within the Midwest, with new locations in Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota and South Dakota. Great Western locations then became First Interstate Bank branches on May 23, 2022.

Properties

First Interstate Bank is a 50% owner and primary tenant of the First Interstate Center, a 20-story building in Billings, Montana. Completed in 1985, the 272-foot structure is the tallest building in the state of Montana.

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

Wikidata ↗

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

Prezzo
$38.05
Capitalizzazione di Mercato
$3.85B
P/E (TTM)
12.9
EPS (TTM)
$2.94
Ricavi (TTM)
Rendimento div.
5.0%
ROE
8.8%
D/E Debito/Patrimonio
Intervallo 52 sett.
$29 – $41

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

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

Ricavi e Utile Netto
EPS $2.94
10-point trend, +38.0%
2016-12-31 2025-12-31
Flusso di cassa libero
Margini 28.5%

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

Metrica
Tendenza 5 anni
FIBK
Mediana dei peer
P/E (TTM)
5-point trend, -10.0%
12.9
12.6
P/S (TTM)
4-point trend, -9.5%
3.6
2.5
P/B
4-point trend, -22.7%
1.1
1.0

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
FIBK
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -5.2%
28.5%
28.4%
ROA
5-point trend, +4.9%
1.1%
1.1%
ROE
5-point trend, -9.0%
8.8%
8.7%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
FIBK
Mediana dei peer

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
FIBK
Mediana dei peer
Revenue YoY (Ricavi YoY)
5.9%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
-1.4%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
10.1%
EPS YoY
5-point trend, -5.5%
34.2%
Net Income YoY (Utile Netto YoY)
5-point trend, +57.3%
33.7%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
FIBK
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -5.5%
$2.94

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
FIBK
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +21.6%
64.3%

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

Dividend Yield
5.0%
Rapporto di Distribuzione Utili
64.3%
CAGR Dividendi 5Y
Data ex-dividendoImporto
04 Agosto 2026$0,4700
11 Maggio 2026$0,4700
10 Febbraio 2026$0,4700
10 Novembre 2025$0,4700
11 Agosto 2025$0,4700
12 Maggio 2025$0,4700
10 Febbraio 2025$0,4700
04 Novembre 2024$0,4700
05 Agosto 2024$0,4700
03 Maggio 2024$0,4700
08 Febbraio 2024$0,4700
03 Novembre 2023$0,4700
04 Agosto 2023$0,4700
05 Maggio 2023$0,4700
06 Febbraio 2023$0,4700
07 Novembre 2022$0,4700
08 Agosto 2022$0,4100
09 Maggio 2022$0,4100
09 Febbraio 2022$0,4100
05 Novembre 2021$0,4100

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

MANTIENI 13 analisti
  • Acquisto forte 0 0,0%
  • Compra 1 7,7%
  • Mantieni 7 53,8%
  • Vendi 3 23,1%
  • Vendita forte 2 15,4%

Target Price a 12 Mesi

8 analisti · 2026-08-20
Target mediano $38.50 +1,2%
Target medio $37.50 -1,4%

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

Sorpresa media
0.12%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.87 $0.65 0.22%
31 Marzo 2026 $0.61 $0.63 -0.02%
31 Dicembre 2025 $1.08 $0.65 0.43%
30 Settembre 2025 $0.69 $0.63 0.06%
30 Giugno 2025 $0.69 $0.59 0.10%
31 Marzo 2025 $0.49 $0.57 -0.08%

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
FIBK $3.50B 11.8 5.9% 28.5% 8.8%
CUBI
TRMK $2.30B 10.5 42.6% 28.0% 10.7%
NBTB 12.5 10.4% 92.5% 9.1%
WAFD $2.37B 11.5 7.8% 762.5% 7.4%
FBNC $2.11B 19.0 -3.6% 164.2% 6.9%
BBT 25.6 81.1% 301.4% 4.8%
FRME
SYBT $1.91B 13.7 35.3% 13.5%
BUSE
BANR 11.1 8.5% 33.2% 10.2%

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

Conto Economico 10
Dati annuali Conto Economico per FIBK
Metrica Tendenza 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +2056.8% · · $401M $79M $17M $27M $59M $41M $28M $18M $18M $19M
Interest Income 12-point trend, +341.1% $1.18B $1.30B $1.28B $1.02B $506M $524M $554M $473M $378M $297M $282M $267M
Pretax Income 12-point trend, +202.2% $392M $294M $337M $257M $248M $209M $235M $206M $157M $145M $130M $130M
Income Tax 12-point trend, +98.2% $90M $68M $79M $55M $56M $48M $54M $46M $50M $50M $44M $45M
Net Income 12-point trend, +257.9% $302M $226M $258M $202M $192M $161M $181M $160M $106M $96M $87M $84M
EPS (Basic) 12-point trend, +56.1% $2.95 $2.19 $2.48 $1.96 $3.12 $2.53 $2.84 $2.77 $2.07 $2.15 $1.92 $1.89
EPS (Diluted) 12-point trend, +57.2% $2.94 $2.19 $2.48 $1.96 $3.11 $2.53 $2.83 $2.75 $2.05 $2.13 $1.90 $1.87
Shares (Basic) 12-point trend, +129.9% 102,569,649 102,978,301 103,752,206 103,274,070 61,650,312 63,611,891 63,645,029 57,778,857 51,429,366 44,511,774 45,184,091 44,615,060
Shares (Diluted) 12-point trend, +127.4% 102,830,529 103,190,864 103,780,103 103,340,999 61,741,828 63,729,470 63,884,868 58,217,123 51,903,209 44,910,396 45,646,418 45,210,561
EBITDA 12-point trend, +201.4% $51M $57M $54M $56M $44M $45M $39M $28M $18M $19M $18M $17M
Stato Patrimoniale 16
Dati annuali Stato Patrimoniale per FIBK
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 5-point trend, +2.9% · · · · · · · $822M $759M $782M $780M $799M
PP&E (Net) 12-point trend, +108.3% $407M $427M $444M $445M $300M $312M $306M $245M $242M $194M $191M $195M
PP&E (Gross) 12-point trend, +100.4% $651M $673M $674M $667M $496M $491M $475M $422M $404M $347M $333M $325M
Accum. Depreciation 12-point trend, +88.5% $244M $246M $229M $222M $196M $179M $169M $177M $162M $152M $142M $130M
Goodwill 12-point trend, +435.5% $1.10B $1.10B $1.10B $1.10B $622M $622M $622M $547M $622M $547M $204M $206M
Intangibles 8-point trend, +403.4% $53M $67M $81M $97M $41M · · · $49M $10M $11M ·
Total Assets 12-point trend, +209.4% $26.64B $29.14B $30.67B $32.29B $19.67B $17.65B $14.64B $13.30B $12.21B $9.06B $8.73B $8.61B
Deferred Tax 9-point trend, +0.00 · · · $0 $9M $27M $27M $9M $0 $7M $10M $0
Total Liabilities 12-point trend, +201.2% $23.19B $25.83B $27.44B $29.21B $17.69B $15.69B $12.63B $11.61B $10.79B $8.08B $7.78B $7.70B
Long-term Debt 5-point trend, +99000000.00 · · $99M $99M $99M $99M $0 · · · · ·
Common Stock Flat — no change across 9 periods $0 $0 $0 $0 $0 $0 $0 $0 $0 · · ·
Retained Earnings 12-point trend, +116.8% $1.27B $1.17B $1.14B $1.07B $1.05B $962M $954M $852M $753M $695M $638M $588M
AOCI 12-point trend, -6928.4% $-178M $-322M $-356M $-477M $-11M $57M $11M $-25M $-12M $-8M $406.0K $-3M
Stockholders' Equity 12-point trend, +279.2% $3.45B $3.30B $3.23B $3.07B $1.99B $1.96B $2.01B $1.69B $1.43B $983M $950M $909M
Liabilities + Equity 12-point trend, +209.4% $26.64B $29.14B $30.67B $32.29B $19.67B $17.65B $14.64B $13.30B $12.21B $9.06B $8.73B $8.61B
Shares Outstanding 5-point trend, +62.5% 101,105,745 104,585,964 103,941,626 104,442,023 62,200,456 · · · · · · ·
Flusso di cassa 14
Dati annuali Flusso di cassa per FIBK
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +201.4% $51M $57M $54M $56M $44M $45M $39M $28M $18M $20M $18M $17M
Stock-based Comp 12-point trend, +266.0% $13M $12M $5M $10M $9M $8M $8M $6M $4M $4M $4M $4M
Deferred Tax 12-point trend, +111.4% $11M $21M $20M $-5M $5M $-7M $5M $16M $21M $3M $12M $5M
Amort. of Intangibles 12-point trend, +504.2% $14M $15M $16M $16M $10M $11M $11M $8M $6M $3M $3M $2M
Other Non-cash 12-point trend, -710.7% $-72M $39M $96M $272M $32M $61M $-106M $11M $5M $-5M $-6M $12M
Operating Cash Flow 12-point trend, +150.5% $306M $355M $428M $534M $282M $268M $127M $219M $155M $118M $115M $122M
Investing Cash Flow 12-point trend, +1280.3% $2.31B $1.76B $1.25B $-949M $-2.12B $-1.87B $-17M $-181M $-131M $-143M $-95M $-196M
Stock Issued 11-point trend, -100.0% · $0 $0 $100.0K $400.0K $1M $1M $2M $2M $5M $3M $6M
Stock Repurchased 12-point trend, +1151.7% $122M $1M $34M $199M $5M $117M $2M $1M $1M $27M $21M $10M
Net Stock Activity 12-point trend, -4222.7% $-122M $-1M $-34M $-199M $-5M $-116M $-2M $800.0K $1M $-22M $-17M $-3M
Dividends Paid 12-point trend, +578.8% $194M $196M $195M $182M $102M $129M $79M $64M $49M $39M $36M $29M
Financing Cash Flow 12-point trend, -752.7% $-2.20B $-1.80B $-1.97B $-1.06B $1.91B $2.80B $144M $25M $-47M $27M $-38M $338M
Net Change in Cash 12-point trend, +56.6% $413M $319M $-292M $-1.47B $68M $1.20B $255M $63M $-23M $2M $-18M $264M
Taxes Paid $37M · · · · · · · · · · ·
Redditività 5
Dati annuali Redditività per FIBK
Metrica Tendenza 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +21.7% 28.5% 22.6% 25.1% 18.3% 30.1% 24.7% 28.1% 27.8% 21.7% 23.0% 22.5% 23.4%
Pretax Margin 11-point trend, +2.7% 37.0% 29.5% 32.8% 23.2% · 32.0% 36.5% 35.8% 31.9% 34.9% 33.9% 36.0%
EBITDA Margin 12-point trend, +2.6% 4.8% 5.7% 5.2% 5.0% 7.0% 6.9% 6.0% 4.8% 3.8% 4.7% 4.8% 4.7%
ROA 12-point trend, +3.8% 1.1% 0.76% 0.82% 0.78% 1.0% 1.0% 1.3% 1.3% 1.0% 1.1% 1.0% 1.0%
ROE 12-point trend, -6.5% 8.8% 6.8% 8.2% 6.7% 9.7% 8.2% 9.1% 9.6% 7.5% 9.7% 9.2% 9.4%
Efficienza 1
Dati annuali Efficienza per FIBK
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -14.6% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Azione 5
Dati annuali Per Azione per FIBK
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 4-point trend, +15.8% $34.09 $31.59 $31.05 $29.43 · · · · · · · ·
Revenue / Share 12-point trend, +29.4% $10.30 $9.69 $9.88 $10.70 $10.34 $10.26 $10.09 $9.89 $9.47 $9.27 $8.44 $7.96
Cash Flow / Share 12-point trend, +10.7% $2.97 $3.44 $4.12 $5.17 $4.57 $4.21 $1.99 $3.78 $2.98 $2.63 $2.53 $2.68
Dividend / Share 11-point trend, +135.0% $2 $2 $2 $2 $2 $2 $1 $1 $1 $1 $1 ·
EPS (TTM) 12-point trend, +57.2% $2.94 $2.19 $2.48 $1.96 $3.11 $2.53 $2.83 $2.75 $2.05 $2.13 $1.90 $1.87
Tassi di Crescita 10
Dati annuali Tassi di Crescita per FIBK
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +358.1% 5.9% -2.5% -7.2% 73.1% -2.3% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -108.9% -1.4% 16.1% 16.2% · · · · · · · · ·
Revenue CAGR 5Y 10.1% · · · · · · · · · · ·
EPS YoY 5-point trend, +49.4% 34.2% -11.7% 26.5% -37.0% 22.9% · · · · · · ·
EPS CAGR 3Y 3-point trend, +2292.4% 14.5% -11.0% -0.66% · · · · · · · · ·
EPS CAGR 5Y 3.0% · · · · · · · · · · ·
Net Income YoY 5-point trend, +75.6% 33.7% -12.2% 27.4% 5.3% 19.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -15.3% 14.3% 5.6% 16.9% · · · · · · · · ·
Net Income CAGR 5Y 13.4% · · · · · · · · · · ·
Dividend CAGR 5Y 8.6% · · · · · · · · · · ·
Valutazione (TTM) 12
Dati annuali Valutazione (TTM) per FIBK
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +193.9% $1.06B $1000M $1.03B $1.11B $639M $654M $638M $571M $492M $416M $386M $360M
Net Income TTM 12-point trend, +257.9% $302M $226M $258M $202M $192M $161M $181M $160M $106M $96M $87M $84M
Market Cap 4-point trend, -13.3% $3.50B $3.40B $3.20B $4.04B · · · · · · · ·
P/E 12-point trend, -20.9% 11.8 14.8 12.4 19.7 13.1 16.1 14.8 13.3 19.5 20.0 15.3 14.9
P/S 4-point trend, -9.5% 3.3 3.4 3.1 3.7 · · · · · · · ·
P/B 4-point trend, -22.7% 1.0 1.0 1.0 1.3 · · · · · · · ·
P / Tangible Book 4-point trend, -29.1% 1.5 1.6 1.6 2.2 · · · · · · · ·
P / Cash Flow 4-point trend, +51.5% 11.4 9.6 7.5 7.6 · · · · · · · ·
Dividend Yield 4-point trend, +23.1% 5.5% 5.8% 6.1% 4.5% · · · · · · · ·
Earnings Yield 12-point trend, +26.5% 8.5% 6.7% 8.1% 5.1% 7.6% 6.2% 6.8% 7.5% 5.1% 5.0% 6.5% 6.7%
Payout Ratio 12-point trend, +89.6% 64.3% 86.7% 75.8% 90.1% 52.9% 79.8% 43.8% 40.0% 45.6% 41.1% 41.8% 33.9%
Annual Payout 12-point trend, +578.8% $194M $196M $195M $182M $102M $129M $79M $64M $49M $39M $36M $29M

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

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utile netto $302M$226M$258M$202M$192M
EPS Diluito $2.94$2.19$2.48$1.96$3.11

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Proprietari istituzionali (13F) 316 filer · $2.3B 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
38 (-15 vs trimestre precedente) 24 (-6 vs trimestre precedente) 98 (+8 vs trimestre precedente) 95 (-4 vs trimestre precedente) +609K

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
STATE STREET CORP $241.031.504 6.250.817 10,64% Azioni
DIMENSIONAL FUND ADVISORS LP $213.409.936 5.534.491 9,42% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $212.328.943 5.506.456 9,38% Azioni
HoldCo Asset Management, LP $152.316.126 3.950.107 6,73% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $144.151.586 3.738.371 6,37% Azioni
WELLINGTON MANAGEMENT GROUP LLP $94.790.043 2.458.248 4,19% Azioni
Capital International Investors $90.300.811 2.341.826 3,99% Azioni
VICTORY CAPITAL MANAGEMENT INC $82.880.980 2.149.403 3,66% Azioni
GEODE CAPITAL MANAGEMENT, LLC $79.430.718 2.059.592 3,51% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $77.826.000 2.018.138 3,44% Azioni
FIRST TRUST ADVISORS LP $50.634.716 1.313.141 2,24% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $46.637.703 1.209.484 2,06% Azioni
Capital World Investors $45.444.734 1.178.546 2,01% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $45.067.424 1.168.761 1,99% Azioni
CRAMER ROSENTHAL MCGLYNN LLC $39.872.698 1.034.043 1,76% Azioni
NORGES BANK $37.717.503 978.151 1,67% Azioni
FMR LLC $36.519.906 947.093 1,61% Azioni
First Interstate Bank $34.323.914 890.143 1,52% Azioni
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $29.999.915 778.006 1,32% Azioni
MILLENNIUM MANAGEMENT LLC $24.629.622 638.735 1,09% Azioni
Leeward Investments, LLC - MA $23.846.121 618.416 1,05% Azioni
VILLERE ST DENIS J & CO LLC $21.890.550 567.701 0,97% Azioni
VANGUARD FIDUCIARY TRUST CO $21.696.555 562.670 0,96% Azioni
GOLDMAN SACHS GROUP INC $21.345.852 553.575 0,94% Azioni
DAVIDSON INVESTMENT ADVISORS $18.465.549 478.878 0,82% Azioni
D. E. Shaw & Co., Inc. $17.856.596 463.086 0,79% Azioni
Mesirow Institutional Investment Management, Inc. $16.133.986 496.889 0,71% Azioni
PRINCIPAL FINANCIAL GROUP INC $15.681.350 406.674 0,69% Azioni
TWO SIGMA INVESTMENTS, LP $15.292.742 396.596 0,68% Azioni
Aristotle Capital Boston, LLC $13.437.246 348.476 0,59% Azioni
Public Sector Pension Investment Board $11.196.860 290.375 0,49% Azioni
Fisher Asset Management, LLC $10.239.167 265.538 0,45% Azioni
Cambria Investment Management, L.P. $9.821.386 254.704 0,43% Azioni
Nuveen Asset Management, LLC $8.873.109 273.271 0,39% Azioni
RHUMBLINE ADVISERS $8.688.123 225.315 0,38% Azioni
Numerai GP LLC $8.228.974 213.407 0,36% Azioni
BANK OF AMERICA CORP /DE/ $7.988.244 207.164 0,35% Azioni
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $7.358.135 190.823 0,32% Azioni
CITADEL ADVISORS LLC $6.751.470 175.090 0,30% Azioni
Granite Investment Partners, LLC $6.725.944 174.428 0,30% Azioni
Moody Aldrich Partners LLC $6.568.580 170.347 0,29% Azioni
AMERICAN CENTURY COMPANIES INC $6.438.324 166.967 0,28% Azioni
Swiss National Bank $6.402.734 166.046 0,28% Azioni
KENNEDY CAPITAL MANAGEMENT LLC $5.728.242 148.554 0,25% Azioni
AMERIPRISE FINANCIAL INC $5.682.626 147.371 0,25% Azioni
Legal & General Group Plc $5.019.856 130.183 0,22% Azioni
Squarepoint Ops LLC $4.811.247 124.773 0,21% Azioni
BNP PARIBAS FINANCIAL MARKETS $4.665.490 120.993 0,21% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $4.315.752 111.923 0,19% Azioni
Vestmark Advisory Solutions, Inc. $3.927.105 101.844 0,17% Azioni
RICE HALL JAMES & ASSOCIATES, LLC $3.852.645 99.913 0,17% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3.792.603 113.551 0,17% Azioni
Qube Research & Technologies Ltd $3.683.483 95.526 0,16% Azioni
Rafferty Asset Management, LLC $3.618.239 93.834 0,16% Azioni
ALLIANCEBERNSTEIN L.P. $3.579.578 107.173 0,16% Azioni
PRUDENTIAL FINANCIAL INC $3.425.285 88.830 0,15% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $3.399.835 88.170 0,15% Azioni
Phocas Financial Corp. $3.363.512 87.228 0,15% Azioni
BlackRock, Inc. $3.311.533 85.880 0,15% Azioni
Cladis Investment Advisory, LLC $3.233.853 83.865 0,14% Azioni
Ashton Thomas Private Wealth, LLC $2.975.256 77.159 0,13% Azioni
BARCLAYS PLC $2.817.850 73.077 0,12% Azioni
ExodusPoint Capital Management, LP $2.798.762 72.582 0,12% Azioni
NFJ INVESTMENT GROUP, LLC $2.635.576 68.350 0,12% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $2.573.147 66.731 0,11% Azioni
GREAT LAKES ADVISORS, LLC $2.556.682 66.304 0,11% Azioni
WEDGE CAPITAL MANAGEMENT L L P/NC $2.447.585 73.281 0,11% Azioni
LPL Financial LLC $2.383.870 61.822 0,11% Azioni
Brevan Howard Capital Management LP $2.360.258 61.210 0,10% Azioni
State of New Jersey Common Pension Fund D $2.313.137 59.988 0,10% Azioni
Connor, Clark & Lunn Investment Management Ltd. $2.300.644 59.664 0,10% Azioni
Allspring Global Investments Holdings, LLC $2.146.324 55.218 0,09% Azioni
Vest Financial, LLC $2.140.851 55.520 0,09% Azioni
MetLife Investment Management, LLC $2.060.454 53.435 0,09% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.024.400 52.500 0,09% Opzione Put
Cypress Capital Management LLC (WY) $2.009.270 52.108 0,09% Azioni
Northern Capital Management, Inc. $1.989.330 51.590 0,09% Azioni
Man Group plc $1.966.290 50.993 0,09% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $1.860.443 48.248 0,08% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1.775.881 46.055 0,08% Azioni
Illinois Municipal Retirement Fund $1.761.382 45.679 0,08% Azioni
Bridgewater Associates, LP $1.727.874 44.810 0,08% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $1.681.139 43.598 0,07% Azioni
UBS Group AG $1.654.957 42.919 0,07% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1.630.972 42.297 0,07% Azioni
HUSSMAN STRATEGIC ADVISORS, INC. $1.619.520 42.000 0,07% Azioni
CITADEL ADVISORS LLC $1.619.520 42.000 0,07% Opzione Put
COMMONWEALTH EQUITY SERVICES, LLC $1.566.680 40.630 0,07% Azioni
Pathstone Holdings, LLC $1.477.349 38.313 0,07% Azioni
Louisiana State Employees Retirement System $1.426.720 37.000 0,06% Azioni
Invesco Ltd. $1.409.291 36.548 0,06% Azioni
Quantinno Capital Management LP $1.349.181 34.989 0,06% Azioni
ENVESTNET ASSET MANAGEMENT INC $1.305.551 33.858 0,06% Azioni
Vanguard Global Advisers, LLC $1.302.248 33.772 0,06% Azioni
JANUS HENDERSON GROUP PLC $1.248.806 37.395 0,06% Azioni
Elo Mutual Pension Insurance Co $1.181.324 30.636 0,05% Azioni
XTX Topco Ltd $1.169.795 30.337 0,05% Azioni
CWM, LLC $1.135.337 33.992 0,05% Azioni
American Trust $1.101.659 28.570 0,05% Azioni
Kestra Investment Management, LLC $1.057.430 27.423 0,05% Azioni

Insider aziendali 90 insider · 38 dirigenti · 44 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
James A Reuter President and CEO 15 Marzo 2025 A 60.637 0 0 $0
Kevin P Riley President & CEO 01 Agosto 2024 P 523 0 0 $0
Ed Garding Pres. & CEO 22 Maggio 2015 M 123.285 0 0 $0
Lyle R Knight President & CEO 18 Febbraio 2011 F 77.091 0 0 $0
Camera David Della Chief Financial Officer 01 Giugno 2026 A 30.048 0 0 $0
Marcy D Mutch Exec. Vice Pres. & CFO 15 Marzo 2025 A 69.608 0 0 $0
Terrill R Moore Exec. Vice President & CFO 29 Luglio 2013 C 59.788 0 0 $0
Julie G Castle President, Financial Services 19 Maggio 2011 S 10.915 0 0 $0
Michael John Hickey Regional President - Bank Sub 15 Febbraio 2008 A 0 0 $0
William A Huppert Regional President, Bank Sub 15 Febbraio 2008 A 2.478 0 0 $0
Jodi Delahunt Hubbell Chief Operating Officer 15 Marzo 2022 F 20.374 0 0 $0
Jolyn M. Kanning Chief Risk Officer 01 Giugno 2026 A 13.885 0 0 $0
Ryan J. Boschee Chief Credit Officer 01 Giugno 2026 A 16.777 0 0 $0
Christopher L. Shepler Chief Banking Officer 01 Giugno 2026 A 13.240 0 0 $0
Lori Meyer EVP, Chief Information Officer 01 Giugno 2026 A 16.517 0 0 $0
Kirk D Jensen General Counsel 01 Giugno 2026 A 34.978 0 0 $0
Kristina Robbins EVP, Chief Operations Officer 28 Maggio 2025 F 16.084 0 0 $0
Lorrie F Asker Chief Banking Officer 17 Marzo 2025 F 19.708 0 0 $0
Karlyn M Knieriem EVP, Chief Risk Officer 15 Marzo 2024 A 25.171 0 0 $0
Scott Edward Erkonen EVP, Chief Information Officer 24 Maggio 2023 A 13.506 0 0 $0
Ashley Hayslip EVP, Chief Banking Officer 28 Novembre 2022 A 4.487 0 0 $0
Russell A Lee EVP & Chief Banking Officer 07 Novembre 2022 S 4.771 0 0 $0
Philip G Gaglia Chief Risk Officer 17 Maggio 2022 S 1.687 0 0 $0
Kade G Peterson Chief Information Officer 21 Maggio 2021 F 4.922 0 0 $0
Renee Newman EVP and Chief Strategy Officer 15 Febbraio 2021 F 4.321 0 0 $0
Kevin Guenthner SVP & Chief Infor. Officer 14 Febbraio 2018 M 17.088 0 0 $0
William D. Gottwals EVP and Chief Banking Officer 15 Febbraio 2017 F 8.362 0 0 $0
Stephen W. Yose EVP & Chief Credit Officer 04 Aprile 2016 A 7.080 0 0 $0
Robert M Cerkovnik Sr VP & Chief Credit Officer 31 Dicembre 2015 F 22.787 0 0 $0
Michael G. Huston Ex. VP & Chief Banking Officer 31 Agosto 2015 M 8.636 0 0 $0
Steven E Wheeler Branch Administration Officer 05 Febbraio 2012 F 0 0 $0
Neil W Klusmann Senior Vice President 30 Marzo 2008 X 7.803 0 0 $0
Keith D Cook Regional Pres., Bank Sub. 13 Marzo 2008 X 5.187 0 0 $0
Ronald J Pasco Regional Pres., Bank Sub. 15 Febbraio 2008 A 0 0 0 $0
Robert A Jones Executive Vice President 15 Gennaio 2008 S 8.016 0 0 $0
David R Calahan Regional Pres., Bank Sub. 02 Aprile 2007 F 16.329 0 0 $0
Frank Rotellini Regional Pres., Bank Sub. 29 Settembre 2005 P 3.696 0 0 $0
Gary E Crum Senior Vice President 30 Settembre 2003 P 1.211 0 0 $0
Matthew John Ritter Direttore 22 Luglio 2026 A 1.806 0 0 $0
Brian Kevin Turner Direttore 22 Luglio 2026 A 1.806 0 0 $0
Renu Agrawal Direttore 01 Giugno 2026 A 4.074 0 0 $0
Alice S Cho Direttore 01 Giugno 2026 A 15.792 0 0 $0
Jeremy Scott Direttore 01 Giugno 2026 A 5.743 0 0 $0
James R. Scott Jr Direttore 01 Giugno 2026 A 80.792 0 0 $0
Joyce Ann Phillips Direttore 01 Giugno 2026 A 14.599 0 0 $0
Dennis L Johnson Direttore 01 Giugno 2026 A 19.455 0 0 $0
Biff Bowman Direttore 01 Giugno 2026 A 24.035 0 0 $0
Daniel A Rykhus Direttore 01 Giugno 2026 A 31.357 0 0 $0
Michael L Scudder Direttore 01 Giugno 2026 A 4.126 0 0 $0
John M Heyneman JR Direttore 01 Giugno 2026 A 7.471 0 2 $-1.123.300

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

Attivisti e proprietari del 5%+ 4 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
Shareholders affiliated with Risa K. Scott, Shareholders affiliated with James R. Scott, Shareholders affiliated with John M. Heyneman, Jr., Shareholders affiliated with Julie Scott Rose, Homer Scott Jr Trust, First Interstate Wealth Management Trustee, Shareholders affiliated with Susan S. Heyneman, Shareholders affiliated with James R. Scott, Jr., Shareholders affiliated with Jonathan R. Scott, Shareholders affiliated with Jeremy Scott, Geoffrey D. Scott ×4 depositi 29 Maggio 2024 Deposito iniziale SEC
04 Aprile 2024 Deposito iniziale SEC
Risa K. Scott, NBar5, Limited Partnership, James R. Scott, John M. Heyneman, Jr., Julie Scott Rose, Homer A. Scott, Jr., Susan S. Heyneman, James R. Scott, Jr., Jonathan R. Scott, Jeremy Scott ×7 depositi 17 Settembre 2021 Deposito iniziale M&A / vendita SEC
Randall I. Scott, N Bar 5, Limited Partnership, James R. Scott, John M. Heyneman, Jr., Thomas W. Scott, Homer A. Scott, Jr., Susan S. Heyneman ×11 depositi 25 Ottobre 2019 Deposito iniziale Struttura del capitale 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 74 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
KBWD · Invesco Exchange-Traded Fund Trust … 1,45% 160.754 SH 20 Agosto 2026 Giornaliero
WBIY · Absolute Shares Trust 1,29% 19.679 NS 30 Giugno 2026 N-PORT
SYLD · Cambria ETF Trust 0,99% 268.312 NS 30 Aprile 2026 N-PORT
DPST · Direxion Shares ETF Trust 0,91% 127.574 NS 30 Aprile 2026 N-PORT
MYLD · Cambria ETF Trust 0,89% 7.418 NS 30 Aprile 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0,80% 139.295 SH 20 Agosto 2026 Giornaliero
PSCF · Invesco Exchange-Traded Fund Trust … 0,69% 5.564 SH 20 Agosto 2026 Giornaliero
FYT · First Trust Exchange-Traded AlphaDE… 0,37% 19.138 NS 30 Aprile 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,35% 179.334 SH 19 Agosto 2026 Giornaliero
EBIT · Harbor ETF Trust 0,25% 819 NS 30 Aprile 2026 N-PORT
DFSV · Dimensional ETF Trust 0,25% 533.257 NS 30 Aprile 2026 N-PORT
NUSC · Nushares ETF Trust 0,25% 91.042 NS 30 Aprile 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,24% 83.142 NS 30 Aprile 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,23% 80.246 SH 19 Agosto 2026 Giornaliero
SDVD · First Trust Exchange-Traded Fund IV 0,22% 52.744 NS 30 Aprile 2026 N-PORT
IWN · iShares Trust 0,22% 855.443 SH 20 Agosto 2026 Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust … 0,21% 13.800 SH 20 Agosto 2026 Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS 0,18% 295.497 SH 19 Agosto 2026 Giornaliero
VFMF · VANGUARD WELLINGTON FUND 0,17% 31.360 SH 19 Agosto 2026 Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,16% 33.941 NS 30 Aprile 2026 N-PORT
DFAT · Dimensional ETF Trust 0,16% 611.837 NS 30 Aprile 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,14% 3.190 NS 30 Aprile 2026 N-PORT
SAA · ProShares Trust 0,14% 1.052 NS 31 Maggio 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,13% 102.363 NS 31 Maggio 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,13% 314.869 NS 31 Maggio 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,12% 9.383 SH 20 Agosto 2026 Giornaliero
ESML · iShares Trust 0,11% 85.986 SH 20 Agosto 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 528.541 SH 19 Agosto 2026 Giornaliero
PKW · Invesco Exchange-Traded Fund Trust 0,11% 51.687 SH 20 Agosto 2026 Giornaliero
IWM · iShares Trust 0,11% 2.361.671 SH 20 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,09% 37.353 NS 30 Aprile 2026 N-PORT
ISCV · iShares Trust 0,09% 16.985 SH 20 Agosto 2026 Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust … 0,09% 49.015 SH 20 Agosto 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,09% 346.997 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,08% 4.060 NS 31 Maggio 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,08% 2.977 NS 30 Aprile 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,07% 1.203.159 SH 19 Agosto 2026 Giornaliero
GSSC · Goldman Sachs ETF Trust 0,07% 18.665 NS 31 Maggio 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,07% 423.265 NS 31 Maggio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,05% 5.338 NS 30 Aprile 2026 N-PORT
UWM · ProShares Trust 0,05% 3.176 NS 31 Maggio 2026 N-PORT
ISCB · iShares Trust 0,04% 3.420 SH 20 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,04% 966.573 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,04% 1.894.422 SH 19 Agosto 2026 Giornaliero
VFH · VANGUARD WORLD FUND 0,04% 134.828 SH 19 Agosto 2026 Giornaliero
FNCL · FIDELITY COVINGTON TRUST 0,04% 23.875 NS 30 Aprile 2026 N-PORT
URTY · ProShares Trust 0,03% 3.213 NS 31 Maggio 2026 N-PORT
WSML · iShares Trust 0,03% 5.336 SH 20 Agosto 2026 Giornaliero
TILT · FlexShares Trust 0,03% 15.741 NS 30 Aprile 2026 N-PORT
DFUV · Dimensional ETF Trust 0,02% 76.245 NS 30 Aprile 2026 N-PORT