FOA Finance of America Companies Inc. Class A Common Stock
$21,45
Prezzo · Ago 19, 2026
Fondamentali al Ago 7, 2026
Intervallo 52 sett.
$16–$30
41% of range
Rating Analisti
BUY
7 analysts
Prezzo Obiettivo
$31
+44% upside
P/E (TTM)
6.5
ROE
10.4%
Margine di Profitto Netto
9.1%
FOA Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$21.45
Capitalizzazione di Mercato
—
P/E (TTM)
6.5
EPS (TTM)
$3.74
Ricavi (TTM)
$497M
Rendimento div.
—
ROE
10.4%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$16 – $30
FOA Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$497M
2020-12-31
→
2025-12-31
EPS
$3.74
2022-12-31
→
2025-12-31
Flusso di cassa libero
—
2022-12-31
→
2022-12-31
Margini
9.1%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
FOA
Mediana dei peer
P/E (TTM)
6.5
9.5
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
FOA
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
9.1%
1.5%
ROA
0.15%
0.32%
ROE
10.4%
3.4%
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
FOA
Mediana dei peer
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
FOA
Mediana dei peer
Revenue YoY (Ricavi YoY)
26.1%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
111.2%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
-22.7%
—
EPS YoY
217.0%
—
Net Income YoY (Utile Netto YoY)
192.1%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
FOA
Mediana dei peer
FOA Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
7 analisti
- Acquisto forte 1 14,3%
- Compra 4 57,1%
- Mantieni 2 28,6%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
2 analisti · 2026-08-19
Mediana
$31.00
← Sotto tutti i target
$21.45
Basso
$30.00
Alto
$32.00
Target mediano
$31.00
+44,5%
Target medio
$31.00
+44,5%
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 | $0.84 | $1.05 | -0.21% |
| 31 Marzo 2026 | $1.10 | $0.85 | 0.25% |
| 31 Dicembre 2025 | $0.69 | $0.66 | 0.03% |
| 30 Settembre 2025 | $1.33 | $0.68 | 0.65% |
| 30 Giugno 2025 | $0.55 | $0.62 | -0.07% |
| 31 Marzo 2025 | $0.69 | $0.66 | 0.03% |
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 |
|---|---|---|---|---|---|---|
| FOA | — | 6.5 | 26.1% | 9.1% | 10.4% | — |
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | — |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | — |
| LDI | — | -4.6 | -93.7% | -609.7% | -15.2% | — |
| BETR | — | — | — | — | — | — |
| SNFCA | — | 7.2 | 3.0% | 9.3% | 8.4% | — |
| GHI | — | -13.2 | -6.4% | -8.9% | — | — |
| BLNE | $48M | -0.8 | 600.0% | -298.2% | -45.7% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $497M | $394M | $234M | $53M | · | $1.80B | $892M | |
| SG&A Expense | $51M | $59M | $82M | $71M | · | $396M | $256M | |
| Operating Expenses | $370M | $344M | $392M | $418M | · | $1.29B | $818M | |
| Operating Income | · | · | · | · | · | $-2M | $-327.4K | |
| Interest Expense | · | · | $119M | $119M | · | $123M | $139M | |
| Interest Income | $1.92B | $1.91B | $1.63B | $6M | · | $43M | $37M | |
| Other Non-op | $-15M | $-7M | $211.0K | $32M | · | $-6M | $4M | |
| Pretax Income | $113M | $43M | $-167M | $-343M | · | $500M | $78M | |
| Income Tax | $4M | $2M | $-593.0K | $-17M | · | $2M | $949.0K | |
| Net Income | $45M | $15M | $-80M | $-191M | · | $518M | $54M | |
| EPS (Basic) | $4.72 | $1.57 | $-9.77 | $-3.06 | · | · | · | |
| EPS (Diluted) | $3.74 | $1.18 | $-9.77 | $-3.12 | · | · | · | |
| Shares (Basic) | 9,537,237 | 9,850,903 | 8,197,753 | 62,298,532 | · | · | · | |
| Shares (Diluted) | 26,930,745 | 23,406,233 | 8,197,753 | 188,236,513 | · | · | · | |
| EBITDA | $39M | $39M | $48M | $65M | · | $-2M | · |
Stato Patrimoniale 21
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $90M | $47M | $46M | $61M | $141M | $233M | $2M | |
| Prepaid Expense | · | · | · | · | · | $10.8K | $62.7K | |
| Current Assets | · | · | · | · | · | $860.7K | $2M | |
| PP&E (Net) | $4M | $4M | $6M | $9M | $29M | $25M | · | |
| PP&E (Gross) | $9M | $14M | $16M | $15M | $38M | $62M | · | |
| Accum. Depreciation | $4M | $11M | $10M | $6M | $8M | $37M | · | |
| Goodwill | · | · | · | $0 | $0 | $121M | $121M | |
| Intangibles | $180M | $216M | $254M | $297M | $603M | $17M | · | |
| Total Assets | $30.73B | $29.16B | $27.11B | $20.87B | $21.79B | $19.57B | $16.58B | |
| Accounts Payable | · | · | · | · | · | $916.9K | $86.6K | |
| Accrued Liabilities | · | · | · | · | · | $779.4K | $8.9K | |
| Current Liabilities | · | · | · | · | · | $2M | $95.5K | |
| Total Liabilities | $30.34B | $28.84B | $26.84B | $20.47B | $20.71B | $18.77B | $28M | |
| Long-term Debt | $358M | $375M | $411M | $399M | $353M | · | · | |
| Common Stock | · | · | · | · | · | $719 | $719 | |
| Paid-in Capital | $978M | $954M | $947M | $888M | $832M | $0 | $0 | |
| Retained Earnings | $-654M | $-699M | $-714M | $-634M | $-444M | $0 | $-22M | |
| AOCI | $-285.0K | $-276.0K | $-249.0K | $-273.0K | $-110.0K | $9.0K | · | |
| Stockholders' Equity | $396M | $316M | $272M | $405M | $1.08B | $628M | $-22M | |
| Liabilities + Equity | $30.73B | $29.16B | $27.11B | $20.87B | $21.79B | $19.57B | $294M | |
| Shares Outstanding | · | · | · | · | · | 7,187,500 | 7,187,500 |
Flusso di cassa 13
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $39M | $39M | $48M | $65M | · | $19M | $19M | |
| Stock-based Comp | · | · | · | · | · | · | $3M | |
| Deferred Tax | $-4M | $-2M | · | · | · | · | · | |
| Amort. of Intangibles | $37M | $37M | $37M | $38M | · | $2M | · | |
| Other Non-cash | $-510M | $-478M | $-39M | $1.53B | · | · | · | |
| Operating Cash Flow | $-430M | $-424M | $-72M | $1.41B | · | $-686M | $101M | |
| CapEx | · | · | · | $11M | · | $9M | $4M | |
| Investing Cash Flow | $855M | $341M | $158M | $-1.82B | · | $-875M | $-2.03B | |
| Financing Cash Flow | $-402M | $160M | $-139M | $225M | · | $1.72B | $2.07B | |
| Net Change in Cash | $23M | $77M | $-53M | $-186M | · | $157M | $143M | |
| Taxes Paid | · | · | $0 | $46.0K | · | $1M | $698.0K | |
| Free Cash Flow | · | · | · | $1.40B | · | · | · | |
| Levered FCF | · | · | · | $1.25B | · | · | · |
Redditività 5
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.1% | 4.6% | -34.2% | -33.3% | · | · | · | |
| Pretax Margin | 22.7% | 12.7% | -71.2% | -127.7% | · | · | · | |
| EBITDA Margin | 7.8% | 11.5% | 20.3% | 11.3% | · | · | · | |
| ROA | 0.15% | · | -0.33% | -0.89% | · | · | · | |
| ROE | 10.4% | · | -42.6% | -38.9% | · | · | · |
Efficienza 1
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | · | · | · |
Tassi di Crescita 6
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 26.1% | 68.3% | 344.0% | · | · | · | · | |
| Revenue CAGR 3Y | 111.2% | · | -49.3% | · | · | · | · | |
| Revenue CAGR 5Y | -22.7% | · | · | · | · | · | · | |
| EPS YoY | 217.0% | · | · | · | · | · | · | |
| Net Income YoY | 192.1% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -38.6% | · | · | · | · | · | · |
Valutazione (TTM) 4
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $497M | $394M | $234M | $53M | $1.96B | $1.80B | · | |
| Net Income TTM | $45M | $15M | $-80M | $-191M | $390M | $518M | · | |
| P/E | 6.5 | 23.8 | -1.1 | -4.1 | · | · | · | |
| Earnings Yield | 15.4% | 4.2% | -88.8% | -24.6% | · | · | · |
Conto Economico 13
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $62M | $120M | $74M | $81M | $177M | $166M | $-49M | $290M | $79M | $75M | $276M | $-70M | $-112M | $141M | $65M | $-38M | |
| SG&A Expense | $14M | $14M | $12M | $13M | $13M | $13M | $12M | $14M | $16M | $17M | $23M | $21M | $22M | $16M | $-72M | $45M | |
| Operating Expenses | $106M | $105M | $90M | $105M | $89M | $86M | $87M | $80M | $85M | $91M | $93M | $105M | $110M | $84M | $106M | $92M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $29M | · | $28M | $32M | $32M | $35M | $34M | |
| Interest Income | $490M | $468M | $475M | $482M | $482M | $481M | $473M | $490M | $478M | $464M | $768M | $444M | $415M | $2M | $718.0K | $3M | |
| Other Non-op | $-27M | $21M | $-6M | $-5M | $-6M | $2M | $-9M | $-2M | $2M | $1M | $-3M | $4M | $-2M | $936.0K | $-6M | $20M | |
| Pretax Income | $-71M | $36M | $-22M | $-29M | $82M | $82M | $-146M | $208M | $-4M | $-16M | $172M | $-173M | $-224M | $58M | $-52M | $-113M | |
| Income Tax | $-42M | $1M | $-686.0K | $130.0K | $2M | $2M | $-3M | $4M | $1M | $0 | $193.0K | $-103.0K | $-3M | $3M | $1M | $-8M | |
| Net Income | $2M | $18M | $-10M | $-10M | $35M | $30M | $-59M | $84M | $-2M | $-8M | $61M | $-65M | $-79M | $3M | $-57M | $-84M | |
| EPS (Basic) | $0.10 | $1.93 | $-0.36 | $-1.05 | $3.16 | $2.97 | $-5.92 | $8.48 | $-0.21 | $-0.78 | $6.68 | $-7.45 | $-9.05 | $0.05 | $-0.92 | $-1.35 | |
| EPS (Diluted) | $-1.28 | $0.88 | $0.45 | $-1.27 | $2.13 | $2.43 | $-5.24 | $7.50 | $-0.30 | $-0.78 | $6.66 | $-7.45 | $-9.05 | $0.07 | $-0.78 | $-1.34 | |
| Shares (Basic) | 8,911,666 | 8,500,966 | -20,747,556 | 9,066,190 | 11,041,337 | 10,177,266 | -19,620,508 | 9,924,671 | 9,898,182 | 9,648,558 | -73,332,701 | 8,772,623 | 8,740,986 | 64,016,845 | -123,659,209 | 62,804,809 | |
| Shares (Diluted) | 17,000,600 | 19,237,695 | -52,609,321 | 19,235,795 | 30,137,247 | 30,167,024 | -32,485,818 | 23,159,304 | 23,084,189 | 9,648,558 | -199,616,868 | 8,772,623 | 8,740,986 | 190,301,012 | -376,908,584 | 187,877,936 |
Stato Patrimoniale 13
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $85M | $108M | $90M | $110M | $46M | $52M | $47M | $44M | $47M | $48M | $46M | $66M | $56M | $69M | $61M | $169M | |
| PP&E (Net) | $6M | · | $4M | $4M | $3M | · | $4M | · | · | · | $6M | $8M | $8M | $11M | $9M | $20M | |
| PP&E (Gross) | · | · | $9M | · | · | · | $14M | · | · | · | $16M | · | · | · | $15M | $31M | |
| Accum. Depreciation | · | · | $4M | · | · | · | $11M | · | · | · | $10M | · | · | · | $6M | $11M | |
| Intangibles | $161M | $170M | $180M | $189M | $198M | $208M | $216M | $226M | $235M | $244M | $254M | $269M | $279M | $288M | $297M | $438M | |
| Total Assets | $37.32B | $31.33B | $30.73B | $30.66B | $30.15B | $29.69B | $29.16B | $28.95B | $27.97B | $27.68B | $27.11B | $26.40B | $26.55B | $26.83B | $20.87B | $21.19B | |
| Total Liabilities | $36.91B | $30.89B | $30.34B | $30.29B | $29.67B | $29.29B | $28.84B | $28.49B | $27.72B | $27.43B | $26.84B | $26.29B | $26.27B | $26.34B | $20.47B | $20.61B | |
| Long-term Debt | · | · | $358M | $390M | · | · | · | · | · | · | $411M | · | · | · | $399M | · | |
| Paid-in Capital | $981M | $984M | $978M | $927M | $959M | $961M | $954M | $953M | $952M | $951M | $947M | $941M | $936M | $927M | $888M | $876M | |
| Retained Earnings | $-634M | $-636M | $-654M | $-643M | $-634M | $-669M | $-699M | $-640M | $-724M | $-722M | $-714M | $-776M | $-710M | $-631M | $-634M | $-577M | |
| AOCI | $-285.0K | $-285.0K | $-285.0K | $-283.0K | $-283.0K | $-285.0K | $-276.0K | $-273.0K | $-296.0K | $-266.0K | $-249.0K | $-221.0K | $-254.0K | $-209.0K | $-273.0K | $-367.0K | |
| Stockholders' Equity | $407M | $438M | $396M | $366M | $473M | $395M | $316M | $456M | $251M | $256M | $272M | $104M | $274M | $490M | $405M | $575M | |
| Liabilities + Equity | $37.32B | $31.33B | $30.73B | $30.66B | $30.15B | $29.69B | $29.16B | $28.95B | $27.97B | $27.68B | $27.11B | $26.40B | $26.55B | $26.83B | $20.87B | $21.19B |
Flusso di cassa 10
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $12M | $10M | $-9M | $17M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | $9M | $-4M | $14M | |
| Operating Cash Flow | $-183M | $-131M | $-91M | $-150M | $-96M | $-92M | $-106M | $-81M | $-104M | $-132M | $-61M | $-126M | $-106M | $222M | $347M | $306M | |
| CapEx | · | · | · | · | · | · | · | · | · | $461.0K | · | · | · | $2M | · | $2M | |
| Investing Cash Flow | $-45M | $95M | $408M | $264M | $138M | $45M | $65M | $75M | $202M | $85M | $19M | $186M | $180M | $-227M | $-163M | $-430M | |
| Financing Cash Flow | $192M | $88M | $-394M | $52M | $-57M | $-4M | $123M | $-20M | $-95M | $66M | $-15M | $-125M | $-58M | $59M | $-286M | $-71M | |
| Net Change in Cash | $-36M | $52M | $-78M | $166M | $-15M | $-50M | $82M | $-26M | $3M | $19M | $-58M | $-65M | $16M | $54M | $-102M | $-195M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $21.0K | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $-133M | · | · | · | $220M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-161M | · | · | · | $190M | · | · |
Redditività 4
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 3.3% | 14.6% | · | -11.8% | 19.7% | 18.2% | · | 29.0% | -2.6% | -10.1% | · | 92.8% | 70.7% | 2.2% | · | -118.8% | |
| Pretax Margin | -113.7% | 30.2% | · | -35.3% | 46.2% | 49.3% | · | 71.8% | -4.8% | -21.1% | · | 245.0% | 200.0% | 41.2% | · | -428.5% | |
| ROA | 0.01% | 0.06% | · | -0.03% | 0.12% | 0.11% | · | 0.30% | -0.01% | -0.03% | · | -0.27% | -0.33% | 0.01% | · | -0.39% | |
| ROE | 0.47% | 4.2% | · | -2.3% | 9.6% | 9.3% | · | 30.1% | -0.80% | -2.0% | · | -19.3% | -13.9% | 0.40% | · | -5.6% |
Efficienza 1
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | -0.0 | -0.0 | 0.0 | · | 0.0 |
Valutazione (TTM) 4
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $441M | $544M | · | $714M | $712M | $609M | · | $373M | $-29M | $33M | · | $-79M | $-30M | $128M | · | $444M | |
| Net Income TTM | $45M | $73M | · | $140M | $147M | $105M | · | $9M | $-154M | $-149M | · | $-226M | $-201M | $-131M | · | $-112M | |
| P/E | 59.8 | 4.0 | · | 2.1 | 2.0 | 2.4 | · | -11.2 | -0.3 | -0.4 | · | -0.7 | -1.7 | -5.5 | · | -7.0 | |
| Earnings Yield | 1.7% | 25.1% | · | 48.1% | 50.4% | 41.6% | · | -8.9% | -356.6% | -234.1% | · | -138.8% | -57.7% | -18.3% | · | -14.3% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $497M | $394M | $234M | $53M | — |
| Utile netto | $45M | $15M | $-80M | $-191M | — |
| EPS Diluito | $3.74 | $1.18 | $-9.77 | $-3.12 | — |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | — | — | — | $1.40B | — |
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Proprietari istituzionali (13F) 89 filer · $127.9M 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 |
|---|---|---|---|---|
| 25 (+2 vs trimestre precedente) | 11 (-1 vs trimestre precedente) | 26 (+1 vs trimestre precedente) | 19 (0 vs trimestre precedente) | -264K |
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 |
|---|---|---|---|---|
| COOPERMAN LEON G | $35.392.591 | 1.286.068 | 27,68% | Azioni |
| Beach Point Capital Management LP | $25.534.074 | 927.837 | 19,97% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.734.193 | 281.039 | 6,05% | Azioni |
| BRIGADE CAPITAL MANAGEMENT, LP | $7.718.700 | 280.476 | 6,04% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $4.810.111 | 174.786 | 3,76% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $3.369.521 | 122.439 | 2,64% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.153.792 | 114.600 | 2,47% | Opzione Put |
| Purpose Unlimited Inc. | $3.027.778 | 110.021 | 2,37% | Azioni |
| RBF Capital, LLC | $2.815.846 | 102.320 | 2,20% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $2.682.826 | 97.440 | 2,10% | Azioni |
| PEAK6 LLC | $2.548.352 | 92.600 | 1,99% | Opzione Call |
| Corient IA LP | $2.518.080 | 91.500 | 1,97% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.453.903 | 89.168 | 1,92% | Azioni |
| STATE STREET CORP | $2.016.776 | 73.284 | 1,58% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $1.962.176 | 71.300 | 1,53% | Azioni |
| SEGALL BRYANT & HAMILL, LLC | $1.840.868 | 66.892 | 1,44% | Azioni |
| CITADEL ADVISORS LLC | $1.720.000 | 62.500 | 1,35% | Opzione Call |
| CITADEL ADVISORS LLC | $1.596.160 | 58.000 | 1,25% | Opzione Put |
| Prescott Group Capital Management, L.L.C. | $1.546.789 | 56.206 | 1,21% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $1.268.012 | 46.076 | 0,99% | Azioni |
| D. E. Shaw & Co., Inc. | $1.016.148 | 36.924 | 0,79% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $872.384 | 31.700 | 0,68% | Azioni |
| MARSHALL WACE, LLP | $857.854 | 31.172 | 0,67% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $838.039 | 30.452 | 0,66% | Azioni |
| TWO SIGMA ADVISERS, LP | $800.697 | 33.073 | 0,63% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $725.455 | 26.361 | 0,57% | Azioni |
| GOLDMAN SACHS GROUP INC | $564.848 | 20.525 | 0,44% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $533.888 | 19.400 | 0,42% | Opzione Call |
| STATE OF WISCONSIN INVESTMENT BOARD | $502.488 | 18.259 | 0,39% | Azioni |
| Cubist Systematic Strategies, LLC | $496.421 | 22.132 | 0,39% | Azioni |
| AMERIPRISE FINANCIAL INC | $477.940 | 17.367 | 0,37% | Azioni |
| FIRST TRUST ADVISORS LP | $468.335 | 17.018 | 0,37% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $427.276 | 15.526 | 0,33% | Azioni |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $383.739 | 13.944 | 0,30% | Azioni |
| UBS Group AG | $374.822 | 13.620 | 0,29% | Azioni |
| XTX Topco Ltd | $295.620 | 10.742 | 0,23% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $284.832 | 10.350 | 0,22% | Azioni |
| Bank of New York Mellon Corp | $252.358 | 9.170 | 0,20% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $250.432 | 9.100 | 0,20% | Azioni |
| IMC-Chicago, LLC | $240.470 | 8.738 | 0,19% | Azioni |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $240.250 | 8.730 | 0,19% | Azioni |
| State of Wyoming | $212.922 | 7.737 | 0,17% | Azioni |
| DEUTSCHE BANK AG\ | $106.117 | 3.856 | 0,08% | Azioni |
| RHUMBLINE ADVISERS | $102.452 | 3.723 | 0,08% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $93.568 | 3.400 | 0,07% | Azioni |
| Russell Investments Group, Ltd. | $89.027 | 3.235 | 0,07% | Azioni |
| AlphaQuest LLC | $68.684 | 2.837 | 0,05% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49.316 | 1.792 | 0,04% | Azioni |
| Vanguard Global Advisers, LLC | $47.142 | 1.713 | 0,04% | Azioni |
| BlackRock, Inc. | $46.646 | 1.695 | 0,04% | Azioni |
| MERCER GLOBAL ADVISORS INC /ADV | $46.619 | 1.694 | 0,04% | Azioni |
| JPMORGAN CHASE & CO | $44.196 | 1.613 | 0,03% | Azioni |
| CITIGROUP INC | $42.849 | 1.557 | 0,03% | Azioni |
| Tower Research Capital LLC (TRC) | $42.051 | 1.528 | 0,03% | Azioni |
| VANGUARD GROUP INC | $41.472 | 1.713 | 0,03% | Azioni |
| Police & Firemen's Retirement System of New Jersey | $34.428 | 1.251 | 0,03% | Azioni |
| MORGAN STANLEY | $30.822 | 1.120 | 0,02% | Azioni |
| FMR LLC | $30.465 | 1.107 | 0,02% | Azioni |
| GROUP ONE TRADING LLC | $27.300 | 992 | 0,02% | Azioni |
| Arax Advisory Partners | $14.998 | 545 | 0,01% | Azioni |
| Ameritas Investment Partners, Inc. | $12.467 | 453 | 0,01% | Azioni |
| NORTHERN TRUST CORP | $12.384 | 450 | 0,01% | Azioni |
| Legal & General Group Plc | $11.091 | 403 | 0,01% | Azioni |
| BARCLAYS PLC | $8.725 | 317 | 0,01% | Azioni |
| Integrated Wealth Concepts LLC | $4.957 | 180 | 0,00% | Azioni |
| PNC Financial Services Group, Inc. | $4.651 | 169 | 0,00% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.565 | 275 | 0,00% | Azioni |
| Allworth Financial LP | $4.073 | 148 | 0,00% | Azioni |
| ROYAL BANK OF CANADA | $3.000 | 109 | 0,00% | Azioni |
| IFP Advisors, Inc | $2.477 | 90 | 0,00% | Azioni |
| Sterling Capital Management LLC | $2.312 | 84 | 0,00% | Azioni |
| CWM, LLC | $1.411 | 85 | 0,00% | Azioni |
| ROTHSCHILD INVESTMENT LLC | $798 | 29 | 0,00% | Azioni |
| FIDUCIARY FINANCIAL ADVISORS | $688 | 25 | 0,00% | Azioni |
| GAMMA Investing LLC | $688 | 25 | 0,00% | Azioni |
| Bogart Wealth, LLC | $633 | 23 | 0,00% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $557 | 23 | 0,00% | Azioni |
| LSV ASSET MANAGEMENT | $552 | 20.054 | 0,00% | Azioni |
| Fortitude Family Office, LLC | $495 | 18 | 0,00% | Azioni |
| EverSource Wealth Advisors, LLC | $413 | 15 | 0,00% | Azioni |
| Farther Finance Advisors, LLC | $385 | 14 | 0,00% | Azioni |
| True Wealth Design, LLC | $303 | 11 | 0,00% | Azioni |
| Wealth Enhancement Trust Services, Inc. | $275 | 10 | 0,00% | Azioni |
| SJS Investment Consulting Inc. | $221 | 8 | 0,00% | Azioni |
| JPL Wealth Management, LLC | $83 | 3 | 0,00% | Azioni |
| Transamerica Financial Advisors, LLC | $82 | 3 | 0,00% | Azioni |
| Clearstead Advisors, LLC | $56 | 2 | 0,00% | Azioni |
| WELLS FARGO & COMPANY/MN | $55 | 2 | 0,00% | Azioni |
| Covestor Ltd | $1 | 51 | 0,00% | Azioni |
Insider aziendali 15 insider · 6 dirigenti · 4 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Graham Fleming | Chief Executive Officer | 07 Novembre 2024 A | 346.797 | 0 | 0 | $0 |
| Patricia Cook | Chief Executive Officer | 01 Aprile 2022 M | 305.392 | 0 | 0 | $0 |
| Matthew A Engel | Chief Financial Officer | 07 Novembre 2024 A | — | 0 | 0 | $0 |
| Johan Gericke | EVP, Chief Financial Officer | 01 Aprile 2022 A | 33.128 | 0 | 0 | $0 |
| Lauren Richmond | Chief Legal Officer | 07 Novembre 2024 A | — | 0 | 0 | $0 |
| Tai A. Thornock | Chief Accounting Officer | 07 Novembre 2024 A | 48.640 | 0 | 0 | $0 |
| Tyson Anwar Pratcher | Direttore | 09 Giugno 2022 A | 18.691 | 0 | 0 | $0 |
| Norma Corio | Direttore | 09 Giugno 2022 A | 18.691 | 0 | 0 | $0 |
| Lance West | Direttore | 09 Giugno 2022 A | 18.691 | 0 | 0 | $0 |
| Edmond Safra | Proprietario del 10% | 16 Marzo 2026 P | 520.188 | 2 | 0 | $2.147.250 |
| COOPERMAN LEON G | Proprietario del 10% | 13 Marzo 2026 P | 1.267.718 | 38 | 0 | $5.009.025 |
| Jeremy Prahm | — | 10 Agosto 2026 S | 179.856 | 0 | 6 | $-912.448 |
| Kristen N Sieffert | — | 03 Agosto 2026 S | 125.512 | 0 | 3 | $-52.958 |
| Brian L Libman | — | 18 Maggio 2026 A | 35.344 | 0 | 0 | $0 |
| Robert Lord | — | 13 Maggio 2025 M | 22.280 | 0 | 0 | $0 |
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 |
|---|---|---|---|---|---|
| Bloom Retirement Holdings Inc., Reza Jahangiri ×17 depositi | 06 Agosto 2026 | 9,49% | Modifica | — | SEC |
| BTO Urban Holdings L.L.C., Blackstone Tactical Opportunities Fund - NQ L.P., Blackstone Tactical Opportunities Fund II - NQ L.P., Blackstone Tactical Opportunities Fund - A (RA) - NQ L.P., Blackstone Tactical Opportunities Fund - I - NQ L.P., Blackstone Tactical Opportunities Fund - S - NQ L.P., Blackstone Tactical Opportunities Fund - C - NQ L.P., Blackstone Tactical Opportunities Fund - L - NQ L.P., Blackstone Tactical Opportunities Fund - O - NQ L.P., Blackstone Tactical Opportunities Fund - N - NQ L.P., Blackstone Tactical Opportunities Fund - U - NQ L.L.C., Blackstone Tactical Opportunities Fund II - C - NQ L.P., Blackstone Tactical Opportunities Fund - T - NQ L.P., BTAS NQ Holdings L.L.C., Blackstone Family Tactical Opportunities Investment Partnership SMD L.P., BTAS Associates - NQ L.L.C., Blackstone Family GP L.L.C., BTO Urban Holdings II L.P., Blackstone Tactical Opportunities Associates - NQ L.L.C., BTOA - NQ L.L.C., Blackstone Family Tactical Opportunities Investment Partnership - NQ - ESC L.P., BTO-NQ Side-by-Side GP L.L.C., Blackstone Holdings II L.P., Blackstone Holdings I/II GP L.L.C., Blackstone Inc., Blackstone Group Management L.L.C., Stephen A. Schwarzman ×12 depositi | 03 Marzo 2026 | 0,00% | Modifica | — | SEC |
| Brian L. Libman, Libman Family Holdings, LLC ×11 depositi | 03 Marzo 2026 | 50,81% | Modifica | — | SEC |
| 11 Ottobre 2023 | — | Deposito iniziale | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Proprietà ETF Posseduti da 24 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 |
|---|---|---|---|---|
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 145.606 NS | 31 Maggio 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 8.055 NS | 31 Maggio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1.008 NS | 30 Aprile 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 26.028 NS | 30 Aprile 2026 | N-PORT |
| RSSL · Global X Funds | 0,00% | 1.996 NS | 30 Aprile 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 211 NS | 31 Maggio 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 165 NS | 31 Maggio 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 8.859 NS | 30 Aprile 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,00% | 5.042 NS | 30 Aprile 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 167 NS | 31 Maggio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 970 NS | 30 Aprile 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 4 NS | 31 Maggio 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 2.189 NS | 31 Maggio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1.445 NS | 30 Aprile 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 1.663 NS | 30 Aprile 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| IWN · iShares Trust | — | — | 17 Agosto 2026 | Giornaliero |
| IWM · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| IWC · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| PKW · Invesco Exchange-Traded Fund Trust | — | — | 04 Agosto 2026 | Giornaliero |