FWRD Forward Air Corporation - Common Stock

NASDAQ · Logistics & Transportation · Visualizza su SEC EDGAR ↗
$18,23
Prezzo · Ago 20, 2026
Fondamentali al Ago 5, 2026
Intervallo 52 sett.
$8–$32
43% of range
Rating Analisti
BUY
11 analysts
Prezzo Obiettivo
$28
+54% upside
P/E (TTM)
-5.2
ROE
-68.4%
Margine di Profitto Netto
-4.3%

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

Prezzo
$18.23
Capitalizzazione di Mercato
$576M
P/E (TTM)
-5.2
EPS (TTM)
$-3.51
Ricavi (TTM)
$2.50B
Rendimento div.
0.00%
ROE
-68.4%
D/E Debito/Patrimonio
14.9
Intervallo 52 sett.
$8 – $32

FWRD 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 $2.50B
8-point trend, +119.3%
2018-12-31 → 2025-12-31
EPS $-3.51
8-point trend, -212.5%
2018-12-31 → 2025-12-31
Flusso di cassa libero $15M
6-point trend, -86.2%
2018-12-31 → 2025-12-31
Margini -4.3%

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

Metrica
Tendenza 5 anni
FWRD
Mediana dei peer
P/E (TTM)
5-point trend, -122.6%
-5.2
21.6
P/S (TTM)
5-point trend, -80.4%
0.2
0.5
P/B
5-point trend, +104.7%
5.1
2.0
EV / EBITDA
5-point trend, +2.9%
11.4
—
Price / FCF (Prezzo / FCF)
5-point trend, +244.4%
37.7
—

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

Metrica
Tendenza 5 anni
FWRD
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, -82.7%
1.5%
—
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -169.9%
-4.3%
0.98%
ROA
5-point trend, -142.0%
-3.9%
-1.1%
ROE
5-point trend, -547.3%
-68.4%
-27.6%
ROIC
5-point trend, -85.8%
1.9%
—

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
FWRD
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, +11723.7%
14.9
15.0
Current Ratio (Rapporto corrente)
5-point trend, -29.4%
1.2
1.2
Quick Ratio
5-point trend, -33.0%
1.0
—

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

Metrica
Tendenza 5 anni
FWRD
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +79.9%
0.84%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +79.9%
14.1%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +79.9%
14.5%
—
EPS YoY
5-point trend, -191.2%
-10.4%
—
Net Income YoY (Utile Netto YoY)
5-point trend, -201.8%
-13.4%
—

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

Metrica
Tendenza 5 anni
FWRD
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -191.2%
$-3.51
—

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

Metrica
Tendenza 5 anni
FWRD
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, -100.0%
0.00%
—

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

Dividend Yield
0.00%
Rapporto di Distribuzione Utili
0.00%
CAGR Dividendi 5Y
—
Data ex-dividendoImporto
21 Novembre 2023$0,2400
16 Agosto 2023$0,2400
24 Maggio 2023$0,2400
01 Marzo 2023$0,2400
22 Novembre 2022$0,2400
17 Agosto 2022$0,2400
25 Maggio 2022$0,2400
02 Marzo 2022$0,2400
23 Novembre 2021$0,2100
19 Agosto 2021$0,2100
26 Maggio 2021$0,2100
03 Marzo 2021$0,2100
24 Novembre 2020$0,2100
19 Agosto 2020$0,1800
21 Maggio 2020$0,1800
04 Marzo 2020$0,1800
20 Novembre 2019$0,1800
21 Agosto 2019$0,1800
23 Maggio 2019$0,1800
06 Marzo 2019$0,1800

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

COMPRA 11 analisti
  • Acquisto forte 3 27,3%
  • Compra 4 36,4%
  • Mantieni 4 36,4%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

2 analisti · 2026-08-16
Target mediano $28.00 +53,6%
Target medio $28.00 +53,6%

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

Sorpresa media
0.08%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $1.36 $-0.16 1.5%
31 Marzo 2026 $-0.45 $-0.38 -0.07%
31 Dicembre 2025 $-0.79 $-0.26 -0.53%
30 Settembre 2025 $-0.41 $-0.17 -0.24%
30 Giugno 2025 $0.06 $-0.28 0.34%
31 Marzo 2025 $-1.12 $-0.57 -0.55%

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
FWRD $783M -7.1 0.84% -4.3% -68.4% —
EXPD $19.95B 25.0 4.4% 7.3% 35.4% —
CHRW $19.04B 33.3 -8.4% 3.6% 32.4% —
GXO $6.03B 188.0 12.6% 0.24% 1.1% —
HUBG — 26.2 -6.1% 2.6% 6.3% —
AIRTP $52M 0.7 12.1% 23.8% 203.6% —
AIRT $46M -7.6 1.8% -2.1% -790.2% —
CJMB $5M -0.6 -12.8% -139.2% -195.4% 36.8%
ARAI $90M -6.6 — -11325.7% -368.3% —

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

Conto Economico 15
Dati annuali Conto Economico per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +219.5% $2.50B $2.47B $1.37B $1.68B $1.39B $1.27B $1.22B $1.14B $1.17B $1.03B $959M $781M
Cost of Revenue 5-point trend, +41.2% · · · · · $651M $586M $564M $545M $461M · ·
Operating Expenses 12-point trend, +259.2% $2.46B $3.54B $1.28B $1.43B $1.24B $1.20B $1.10B $1.02B $1.06B $971M $877M $685M
Operating Income 12-point trend, -62.2% $36M $-1.06B $88M $248M $147M $74M $112M $117M $109M $60M $82M $96M
Interest Expense 10-point trend, +5075.6% · · $32M $5M $4M $5M $3M $2M $1M $2M $2M $610.0K
Interest Income 2-point trend, +212.5% · · · · · · · · · · $25.0K $8.0K
Other Non-op 12-point trend, +944.3% $3M $1M $0 $0 $-4M $-3.0K $-1.0K $-2.0K $-11.0K $4.0K $-58.0K $289.0K
Pretax Income 12-point trend, -253.2% $-147M $-1.25B $57M $242M $143M $69M $110M $115M $108M $58M $80M $96M
Income Tax 12-point trend, -115.7% $-5M $-125M $14M $63M $36M $17M $27M $27M $20M $31M $24M $35M
Net Income 12-point trend, -276.2% $-108M $-817M $167M $193M $106M $24M $87M $92M $87M $28M $56M $61M
EPS (Basic) 12-point trend, -276.4% $-3.51 $-30.63 $6.42 $7.17 $3.87 $0.84 $3.06 $3.14 $2.90 $0.90 $1.80 $1.99
EPS (Diluted) 12-point trend, -279.1% $-3.51 $-30.63 $6.40 $7.14 $3.85 $0.84 $3.04 $3.12 $2.89 $0.90 $1.78 $1.96
Shares (Basic) 12-point trend, +0.4% 30,718,000 27,540,000 25,913,000 26,783,000 27,155,000 27,631,000 28,195,000 29,076,000 29,867,000 30,283,000 30,728,000 30,599,000
Shares (Diluted) 12-point trend, -1.1% 30,718,000 27,540,000 26,003,000 26,926,000 27,292,000 27,697,000 28,308,000 29,190,000 29,964,000 30,444,000 31,040,000 31,072,000
EBITDA 10-point trend, +48.2% $189M · · $313M $199M $111M $161M $164M $150M $98M $119M $128M
Stato Patrimoniale 29
Dati annuali Stato Patrimoniale per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +155.8% $106M $105M $122M $46M $37M $40M $65M $26M $4M $9M $33M $41M
Receivables 12-point trend, +260.4% $344M $322M $153M $188M $208M $156M $136M $156M $148M $117M $109M $95M
Inventory 6-point trend, +101.9% · · · · · · $2M $2M $1M $1M $1M $1M
Prepaid Expense 12-point trend, +190.7% $28M $29M $26M $25M $22M $21M $14M $12M $10M $10M $11M $10M
Other Current Assets 12-point trend, +182.2% $37M $16M $1M $11M $7M $7M $6M $19M $16M $11M $31M $13M
Current Assets 12-point trend, +253.3% $521M $472M $347M $304M $283M $246M $236M $201M $168M $136M $173M $147M
PP&E (Net) 9-point trend, +44.4% · · · $249M $219M $190M $193M $210M $206M $200M $187M $172M
PP&E (Gross) 9-point trend, +53.9% · · · $470M $420M $381M $374M $414M $399M $379M $343M $305M
Accum. Depreciation 9-point trend, +66.3% · · · $221M $201M $191M $181M $204M $193M $179M $156M $133M
Goodwill 12-point trend, +262.0% $523M $523M $279M $258M $219M $245M $216M $194M $192M $185M $206M $144M
Intangibles 12-point trend, +1147.2% $907M $999M $135M $116M $155M $145M $125M $114M $111M $107M $128M $73M
Other Non-current Assets 2-point trend, -19.3% $58M $72M · · · · · · · · · ·
Total Assets 12-point trend, +404.2% $2.72B $2.80B $2.98B $1.21B $1.12B $1.05B $991M $760M $693M $644M $700M $539M
Accounts Payable 12-point trend, +491.8% $122M $106M $45M $50M $45M $38M $25M $35M $31M $18M $23M $21M
Accrued Liabilities 12-point trend, +406.7% $114M $120M $63M $50M $62M $51M $44M $40M $35M $32M $30M $23M
Current Liabilities 12-point trend, +886.2% $428M $384M $237M $169M $165M $172M $137M $75M $66M $78M $109M $43M
Capital Leases 12-point trend, +25547.9% $327M $326M $72M $93M $101M $80M $5M $54.0K $365.0K $725.0K $1M $1M
Deferred Tax 12-point trend, +20.0% $27M $38M $42M $51M $43M $42M $41M $37M $29M $42M $40M $23M
Other Non-current Liabilities 12-point trend, +540.7% $54M $49M $47M $59M $50M $54M $56M $48M $24M $22M $12M $8M
Total Liabilities $2.56B · · · · · · · · · · ·
Long-term Debt 11-point trend, +1687248000.00 $1.69B · $0 $108M $157M $112M $73M $47M $40M $28M $83M $0
Total Debt 9-point trend, +1924.6% $1.69B · · $108M $157M $112M $73M $47M $40M $28M $83M ·
Common Stock 12-point trend, +3.3% $313.0K $298.0K $257.0K $265.0K $270.0K $273.0K $279.0K $285.0K $295.0K $301.0K $305.0K $303.0K
Paid-in Capital 12-point trend, +330.1% $560M $542M $284M $271M $258M $243M $227M $210M $195M $180M $161M $130M
Retained Earnings 12-point trend, -234.2% $-447M $-338M $480M $436M $335M $304M $350M $343M $337M $319M $349M $333M
AOCI 3-point trend, +580000.00 $580.0K $-3M $0 · · · · · · · · ·
Stockholders' Equity 12-point trend, -75.5% $113M $202M $764M $707M $594M $547M $577M $553M $533M $498M $509M $464M
Liabilities + Equity 12-point trend, +404.2% $2.72B $2.80B $2.98B $1.21B $1.12B $1.05B $991M $760M $693M $641M $700M $539M
Shares Outstanding 12-point trend, +3.5% 31,327,000 29,761,000 25,671,000 26,462,000 26,969,000 27,316,000 27,850,000 28,535,000 29,454,000 30,090,000 30,544,000 30,255,000
Flusso di cassa 19
Dati annuali Flusso di cassa per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +390.3% $153M $144M $57M $43M $35M $37M $36M $36M $41M $38M $37M $31M
Stock-based Comp 12-point trend, +101.0% $13M $10M $11M $11M $10M $11M $12M $10M $8M $8M $7M $7M
Deferred Tax 12-point trend, -262.4% $-11M $-134M $-9M $8M $1M $772.0K $7M $8M $-12M $3M $15M $-3M
Amort. of Intangibles 12-point trend, +985.2% $92M $86M $16M $12M $11M $13M $10M $8M $10M $10M $11M $9M
Other Non-cash 10-point trend, +31.7% $-3M · · $-549.0K $-33M $23M $11M $-293.0K $-21M $53M $-29M $-4M
Operating Cash Flow 12-point trend, -51.6% $44M $-69M $199M $250M $121M $96M $146M $142M $103M $130M $86M $92M
CapEx 12-point trend, -26.3% $29M $37M $31M $39M $38M $20M $22M $40M $38M $42M $40M $39M
Investing Cash Flow 6-point trend, +50.0% · · · · · · $-64M $-55M $-59M $-52M $-101M $-128M
Debt Issued 4-point trend, +0.00 · · · · · · · · $0 $0 $125M $0
Net Debt Issued 3-point trend, -100.0% · · · · · · · · $0 $0 $125M ·
Stock Issued 7-point trend, +37.8% $846.0K $753.0K $800.0K $783.0K $911.0K $664.0K $614.0K · · · · ·
Stock Repurchased 12-point trend, -100.0% $0 $0 $94M $63M $49M $45M $56M $66M $49M $40M $20M $40M
Net Stock Activity 10-point trend, +102.1% $846.0K · · $-62M $-48M $-45M $-56M $-66M $-49M $-40M $-20M $-40M
Dividends Paid 12-point trend, -100.0% $0 $0 $25M $26M $23M $21M $20M $18M $18M $16M $15M $15M
Financing Cash Flow 6-point trend, -12.3% · · · · · · $-56M $-75M $-49M $-103M $7M $-50M
Net Change in Cash 12-point trend, +100.8% $730.0K $-1.85B $1.91B $9M $-3M $-24M $39M $22M $-5M $-25M $-8M $-86M
Taxes Paid $872.0K · · · · · · · · · · ·
Free Cash Flow 10-point trend, -70.7% $15M · · $218M $86M $76M $131M $110M $65M $88M $45M $52M
Levered FCF 7-point trend, +39.7% · · · · · $72M $129M $109M $64M $87M $44M $52M
Redditività 7
Dati annuali Redditività per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 10-point trend, -88.2% 1.5% · · 13.5% 9.6% 5.8% 8.4% 9.2% 9.9% 6.1% 8.5% 12.3%
Net Margin 10-point trend, -155.2% -4.3% · · 9.8% 6.4% 1.9% 6.2% 7.0% 7.9% 2.8% 5.8% 7.8%
Pretax Margin 10-point trend, -148.0% -5.9% · · 13.2% 9.3% 5.5% 8.2% 9.1% 9.8% 5.9% 8.3% 12.3%
EBITDA Margin 10-point trend, -53.6% 7.6% · · 15.9% 12.0% 8.8% 11.4% 12.4% 13.6% 10.0% 12.4% 16.3%
ROA 10-point trend, -134.2% -3.9% · · 16.6% 9.8% 2.3% 9.3% 12.2% 12.8% 4.3% 8.0% 11.4%
ROE 10-point trend, -603.2% -68.4% · · 27.8% 18.4% 4.3% 15.3% 16.7% 16.9% 5.5% 11.4% 13.6%
ROIC 10-point trend, -85.3% 1.9% · · 24.2% 15.9% 8.5% 13.7% 15.6% 15.4% 5.4% 9.6% 13.2%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 10-point trend, -64.8% 1.2 · · 1.8 1.7 1.4 1.7 2.7 2.7 1.7 1.6 3.5
Quick Ratio 10-point trend, -66.7% 1.0 · · 1.6 1.5 1.1 1.6 2.4 2.4 1.6 1.3 3.1
Debt / Equity 9-point trend, +9010.2% 14.9 · · 0.2 0.3 0.2 0.1 0.1 0.1 0.1 0.2 ·
LT Debt / Equity 9-point trend, +27213.9% 14.9 · · 0.2 0.3 0.2 0.1 0.1 0.1 0.0 0.1 ·
Interest Coverage 7-point trend, -89.7% · · · · · 16.2 43.8 68.4 89.9 37.6 39.9 158.0
Efficienza 3
Dati annuali Efficienza per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, -38.0% 0.9 · · 1.7 1.5 1.2 1.5 1.8 1.6 1.5 1.4 1.5
Inventory Turnover 2-point trend, -12.7% · · · · · · 292.3 334.9 · · · ·
Receivables Turnover 10-point trend, -17.6% 7.5 · · 9.2 9.1 8.7 9.2 8.7 8.5 8.7 9.4 9.1
Per Azione 6
Dati annuali Per Azione per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, -76.4% $3.62 · · $26.73 $22.01 $20.04 $20.72 $19.39 $18.11 $16.59 $16.70 $15.32
Revenue / Share 10-point trend, +223.2% $81.23 · · $73.29 $60.91 $45.84 $49.82 $45.25 $36.74 $32.27 $30.90 $25.13
Cash Flow / Share 10-point trend, -51.0% $1.44 · · $9.62 $4.58 $3.47 $5.62 $5.23 $3.45 $4.28 $2.76 $2.95
Cash / Share 10-point trend, +147.1% $3.38 · · $1.73 $1.38 $1.47 $2.32 $0.90 $0.13 $0.28 $1.09 $1.37
Dividend / Share 12-point trend, -100.0% $0 $0 $1 $1 $1 $1 $1 $1 $1 $1 $0 $0
EPS (TTM) 12-point trend, -279.1% $-3.51 $-30.63 $6.40 $7.14 $3.85 $0.84 $3.04 $3.12 $2.89 $0.90 $1.78 $1.96
Tassi di Crescita 7
Dati annuali Tassi di Crescita per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -90.9% 0.84% 80.5% -18.4% 21.1% 9.3% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +444.4% 14.1% 21.3% 2.6% · · · · · · · · ·
Revenue CAGR 5Y 14.5% · · · · · · · · · · ·
EPS YoY 3-point trend, -102.9% · · -10.4% 85.5% 358.3% · · · · · · ·
EPS CAGR 3Y · · 96.8% · · · · · · · · ·
Net Income YoY 3-point trend, -103.9% · · -13.4% 82.5% 346.0% · · · · · · ·
Net Income CAGR 3Y · · 91.8% · · · · · · · · ·
Valutazione (TTM) 17
Dati annuali Valutazione (TTM) per FWRD
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +219.5% $2.50B $2.47B $1.37B $1.68B $1.39B $1.27B $1.22B $1.14B $1.17B $1.03B $959M $781M
Net Income TTM 12-point trend, -276.2% $-108M $-817M $167M $193M $106M $24M $87M $92M $87M $28M $56M $61M
Market Cap 10-point trend, -48.6% $783M · · $2.78B $3.27B $2.10B $1.95B $1.57B $1.69B $1.43B $1.31B $1.52B
Enterprise Value 9-point trend, +73.4% $2.36B · · $2.84B $3.39B $2.17B $1.96B $1.59B $1.73B $1.44B $1.36B ·
P/E 12-point trend, -127.7% -7.1 -1.1 9.8 14.7 31.5 91.5 23.0 17.6 19.9 52.6 24.2 25.7
P/S 10-point trend, -83.9% 0.3 · · 1.7 2.4 1.7 1.6 1.4 1.4 1.4 1.4 2.0
P/B 10-point trend, +110.2% 6.9 · · 3.9 5.5 3.8 3.4 2.8 3.2 2.9 2.6 3.3
P / Tangible Book 4-point trend, -65.5% · · 4.6 8.3 14.8 13.3 · · · · · ·
P / Cash Flow 10-point trend, +6.1% 17.6 · · 10.7 26.1 21.8 12.3 10.3 16.4 10.9 15.3 16.6
P / FCF 10-point trend, +75.6% 51.3 · · 12.7 38.1 27.7 14.9 14.2 26.0 16.2 29.0 29.2
EV / EBITDA 9-point trend, +9.1% 12.5 · · 9.1 17.0 19.6 12.2 9.7 11.5 14.7 11.5 ·
EV / FCF 9-point trend, +413.6% 154.9 · · 13.0 39.5 28.6 15.0 14.4 26.5 16.4 30.2 ·
EV / Revenue 9-point trend, -33.4% 0.9 · · 1.7 2.4 1.7 1.6 1.4 1.5 1.4 1.4 ·
Dividend Yield 10-point trend, -100.0% 0.00% · · 0.93% 0.70% 0.99% 1.1% 1.2% 1.1% 1.1% 1.1% 0.97%
Earnings Yield 12-point trend, -460.9% -14.0% -95.0% 10.2% 6.8% 3.2% 1.1% 4.3% 5.7% 5.0% 1.9% 4.1% 3.9%
Payout Ratio 10-point trend, -100.0% 0.00% · · 13.4% 21.7% 87.9% 23.5% 20.0% 20.7% 56.1% 26.7% 24.2%
Annual Payout 12-point trend, -100.0% $0 $0 $25M $26M $23M $21M $20M $18M $18M $16M $15M $15M

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
Ricavi $2.50B$2.47B$1.37B$1.68B$1.39B
Margine Operativo % 1.5%——13.5%9.6%
Utile netto $-108M$-817M$167M$193M$106M
EPS Diluito $-3.51$-30.63$6.40$7.14$3.85
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 14.9——0.20.3
Rapporto corrente 1.2——1.81.7
Quick Ratio 1.0——1.61.5
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $15M——$218M$86M

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Proprietari istituzionali (13F) 220 filer · $378.9M 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
59 (+23 vs trimestre precedente) 45 (+12 vs trimestre precedente) 63 (-5 vs trimestre precedente) 51 (-12 vs trimestre precedente) +125K

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
CLEARLAKE CAPITAL GROUP, L.P. $51.675.750 3.825.000 13,64% Azioni
Ridgemont Partners Management, LLC $49.675.064 1.937.405 13,11% Azioni
FMR LLC $26.569.928 1.966.686 7,01% Azioni
Bracebridge Capital, LLC $18.980.375 1.404.913 5,01% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $15.797.459 1.169.316 4,17% Azioni
PRIVATE MANAGEMENT GROUP INC $15.479.218 1.145.760 4,09% Azioni
CIBC WORLD MARKET INC. $14.484.584 1.072.138 3,82% Azioni
BNP PARIBAS FINANCIAL MARKETS $8.063.633 596.864 2,13% Azioni
STATE STREET CORP $7.833.476 579.828 2,07% Azioni
Qube Research & Technologies Ltd $7.633.812 565.049 2,01% Azioni
GEODE CAPITAL MANAGEMENT, LLC $6.726.788 497.805 1,78% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5.745.627 425.287 1,52% Azioni
MILLENNIUM MANAGEMENT LLC $5.703.827 422.193 1,51% Azioni
TIMUCUAN ASSET MANAGEMENT INC/FL $5.384.424 398.551 1,42% Azioni
GOLDMAN SACHS GROUP INC $4.900.077 362.700 1,29% Opzione Call
Diameter Capital Partners LP $4.728.500 350.000 1,25% Azioni
TUDOR INVESTMENT CORP ET AL $4.635.686 343.130 1,22% Azioni
JANE STREET GROUP, LLC $4.254.299 314.900 1,12% Opzione Call
Mill Road Capital Management LLC $3.948.298 292.250 1,04% Azioni
DIMENSIONAL FUND ADVISORS LP $3.768.235 278.922 0,99% Azioni
D. E. Shaw & Co., Inc. $3.716.669 275.105 0,98% Azioni
CITADEL ADVISORS LLC $3.170.797 234.700 0,84% Opzione Call
MARSHALL WACE, LLP $2.853.406 211.207 0,75% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.808.729 207.900 0,74% Opzione Call
XTX Topco Ltd $2.645.488 195.817 0,70% Azioni
Squarepoint Ops LLC $2.631.289 194.766 0,69% Azioni
LMR Partners LLP $2.602.877 192.663 0,69% Azioni
RENAISSANCE TECHNOLOGIES LLC $2.576.884 190.739 0,68% Azioni
Diametric Capital, LP $2.559.847 189.478 0,68% Azioni
Monarch Alternative Capital LP $2.553.390 189.000 0,67% Azioni
JANE STREET GROUP, LLC $2.542.447 188.190 0,67% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $2.509.564 185.756 0,66% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.502.376 185.224 0,66% Azioni
BlackRock, Inc. $2.413.386 178.637 0,64% Azioni
ADAGE CAPITAL PARTNERS GP, L.L.C. $2.392.202 177.069 0,63% Azioni
Allianz Asset Management GmbH $2.380.800 176.225 0,63% Azioni
VANGUARD FIDUCIARY TRUST CO $2.231.906 165.204 0,59% Azioni
WOLVERINE TRADING, LLC $2.128.875 81.100 0,56% Opzione Call
Balyasny Asset Management L.P. $2.113.923 156.471 0,56% Azioni
GOLDMAN SACHS GROUP INC $2.029.148 150.196 0,54% Azioni
Point72 Asset Management, L.P. $2.026.500 150.000 0,53% Opzione Call
PDT Partners, LLC $1.973.906 146.107 0,52% Azioni
NORGES BANK $1.963.003 145.300 0,52% Azioni
Prescott Group Capital Management, L.L.C. $1.673.848 123.897 0,44% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $1.657.718 122.703 0,44% Azioni
Carlyle Group Inc. $1.448.461 107.214 0,38% Azioni
AlpInvest Partners B.V. $1.395.975 103.330 0,37% Azioni
Trexquant Investment LP $1.388.504 102.776 0,37% Azioni
Verition Fund Management LLC $1.351.000 100.000 0,36% Opzione Call
Quantbot Technologies LP $1.295.244 95.873 0,34% Azioni
Y-Intercept (Hong Kong) Ltd $1.176.721 87.100 0,31% Azioni
Caption Management, LLC $1.148.350 85.000 0,30% Opzione Call
Aquatic Capital Management LLC $1.137.880 84.225 0,30% Azioni
Jain Global LLC $1.090.689 80.732 0,29% Azioni
D. E. Shaw & Co., Inc. $1.074.045 79.500 0,28% Opzione Call
Walleye Trading LLC $1.037.568 76.800 0,27% Opzione Call
Engineers Gate Manager LP $1.035.487 76.646 0,27% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.017.303 75.300 0,27% Opzione Put
Advisory Services Network, LLC $983.501 72.798 0,26% Azioni
Voleon Capital Management LP $933.649 69.108 0,25% Azioni
Hudson Bay Capital Management LP $913.154 67.591 0,24% Azioni
Quantinno Capital Management LP $903.198 66.854 0,24% Azioni
Nuveen, LLC $893.430 66.131 0,24% Azioni
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $882.217 65.301 0,23% Azioni
GROUP ONE TRADING LLC $867.261 64.194 0,23% Azioni
New Age Alpha Advisors, LLC $852.481 63.100 0,22% Azioni
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $845.929 62.615 0,22% Azioni
BANK OF AMERICA CORP /DE/ $830.919 61.504 0,22% Azioni
ExodusPoint Capital Management, LP $811.965 60.101 0,21% Azioni
Shay Capital LLC $810.600 60.000 0,21% Azioni
WOLVERINE TRADING, LLC $790.283 30.106 0,21% Azioni
Freestone Grove Partners LP $767.179 56.786 0,20% Azioni
Schonfeld Strategic Advisors LLC $751.289 55.610 0,20% Azioni
Rangeley Capital, LLC $743.050 55.000 0,20% Azioni
TWO SIGMA INVESTMENTS, LP $723.285 53.537 0,19% Azioni
WOLVERINE TRADING, LLC $687.750 26.200 0,18% Opzione Put
Cubist Systematic Strategies, LLC $686.716 26.783 0,18% Azioni
Walleye Capital LLC $686.335 50.802 0,18% Azioni
ADAR1 Capital Management, LLC $651.736 48.241 0,17% Azioni
Marble Bar Asset Management LLP $631.174 46.719 0,17% Azioni
Integrity Financial Corp /WA $621.568 46.008 0,16% Azioni
EntryPoint Capital, LLC $609.031 45.080 0,16% Azioni
Swiss National Bank $598.493 44.300 0,16% Azioni
Steward Partners Investment Advisory, LLC $589.857 43.661 0,16% Azioni
Verition Fund Management LLC $587.523 43.488 0,16% Azioni
LPL Financial LLC $573.972 42.485 0,15% Azioni
Inspire Investing, LLC $520.306 31.137 0,14% Azioni
Toroso Investments, LLC $519.450 20.778 0,14% Azioni
INDEPENDENT FINANCIAL GROUP, LLC $473.323 35.035 0,12% Azioni
ALLIANCEBERNSTEIN L.P. $469.718 28.110 0,12% Azioni
Counterpoint Mutual Funds LLC $453.261 33.550 0,12% Azioni
CITADEL ADVISORS LLC $450.991 33.382 0,12% Azioni
Entropy Technologies, LP $406.867 30.116 0,11% Azioni
WINTON GROUP Ltd $406.205 30.067 0,11% Azioni
RHUMBLINE ADVISERS $402.394 29.786 0,11% Azioni
Brevan Howard Capital Management LP $400.369 29.635 0,11% Azioni
Caption Management, LLC $399.504 29.571 0,11% Azioni
Bank of New York Mellon Corp $395.816 29.298 0,10% Azioni
Nebula Research & Development LLC $388.296 15.823 0,10% Azioni
HSBC HOLDINGS PLC $380.684 28.473 0,10% Azioni

Insider aziendali 46 insider · 11 dirigenti · 29 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Thomas Schmitt President & CEO 01 Settembre 2021 F 34.035 0 0 $0
Michael Joseph Morris CFO and Treasurer 15 Marzo 2021 F 27.245 0 0 $0
Andrew C Clarke CFO & Senior VP 27 Febbraio 2006 M 15.167 0 0 $0
Chris C Ruble Chief Operating Officer 04 Maggio 2021 M 27.225 0 0 $0
Rebecca J Garbrick CAO, VP and Controller 16 Novembre 2021 F 1.590 0 0 $0
Michael L Hance CLO and Secretary 02 Novembre 2021 M 38.722 0 0 $0
Joseph Michael Tomasello Chief Information Officer 17 Giugno 2021 F 6.320 0 0 $0
Kyle R Mitchin Chief People Officer 07 Maggio 2021 M 13.458 0 0 $0
Scott E Schara Chief Commercial Officer 02 Febbraio 2021 A 5.561 0 0 $0
Christina Bottomley CAO, VP & Controller 01 Agosto 2020 F 3.033 0 0 $0
Bruce A Campbell Chairman 15 Marzo 2019 F 83.212 0 0 $0
Paul C. Svindland Direttore 18 Giugno 2026 A 15.977 0 0 $0
Dale W Boyles Direttore 18 Giugno 2026 A 22.940 0 0 $0
Christine Marie Gorjanc Direttore 18 Giugno 2026 A 22.940 0 0 $0
Michael B Hodge Direttore 25 Gennaio 2024 A — 0 0 $0
Javier Polit Direttore 30 Novembre 2021 P 1.777 0 0 $0
Valerie A Bonebrake Direttore 09 Settembre 2021 A 7.825 0 0 $0
Robert C Campbell Direttore 09 Settembre 2021 A 21.415 0 0 $0
Ronald W Allen Direttore 09 Settembre 2021 A 19.884 0 0 $0
George S Mayes JR Direttore 14 Giugno 2021 P 2.177 0 0 $0
Ana B Amicarella Direttore 20 Maggio 2021 A 9.168 0 0 $0
Craig Carlock Direttore 20 Maggio 2021 A 12.371 0 0 $0
Laurie Anne Tucker Direttore 20 Maggio 2021 A 4.994 0 0 $0
George M Lynch Direttore 20 Maggio 2021 A 10.685 0 0 $0
Richard H Roberts Direttore 20 Maggio 2021 A 1.777 0 0 $0
Scott M Niswonger Direttore 20 Maggio 2021 A 11.677 0 0 $0
Gilbert W West Direttore 13 Maggio 2020 A 5.701 0 0 $0
John C Langley JR Direttore 13 Maggio 2020 A 31.078 0 0 $0
Javier Alberto Palomarez Direttore 24 Luglio 2017 A 1.405 0 0 $0
Doug Madden Direttore 10 Maggio 2017 A 4.745 0 0 $0
Tracy A Leinbach Direttore 24 Marzo 2017 A 24.809 0 0 $0
Larry D Leinweber Direttore 11 Maggio 2016 A 13.518 0 0 $0
Gary L Paxton Direttore 13 Maggio 2015 A 18.024 0 0 $0
Ray A Mundy Direttore 27 Marzo 2015 A 44.444 0 0 $0
Richard W Hanselman Direttore 24 Aprile 2012 S 4.821 0 0 $0
Clyde B Preslar Direttore 13 Maggio 2008 A 7.309 0 0 $0
James A Cronin III Direttore 05 Novembre 2003 S 18.700 0 0 $0
Cetus Capital VI, L.P. Proprietario del 10% 12 Novembre 2025 S 3.116.546 2 7 $-2.547.763
Chitra Nayak — 20 Maggio 2021 A 1.677 0 0 $0
Matthew J Jewell — 01 Settembre 2020 M 49.461 0 0 $0
Glenn A Adelaar — 29 Agosto 2019 M 39.093 0 0 $0
McLean Michael P — 22 Settembre 2017 S 13.401 0 0 $0
Thomas S Albrecht — 24 Luglio 2017 A 1.405 0 0 $0
Craig A Drum — 02 Maggio 2017 S 1.601 0 0 $0
Rodney L Bell — 15 Dicembre 2016 M 47.885 0 0 $0
GRAY ROBERT/TN — 31 Agosto 2005 S 54.825 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
Clearlake Capital Group, L.P., Jose Enrique Feliciano, Behdad Eghbali ×2 depositi 03 Luglio 2025 12,60% Modifica — SEC
REP Omni Holdings, L.P., REP Coinvest III-A Omni, L.P., REP Coinvest III-B Omni, L.P., REP FAOM III-S, LP, Ridgemont Equity Partners Affiliates III, L.P., REP Omni Holdings GP, LLC, REP Coinvest III Omni GP, LLC, Ridgemont Equity Management III, L.P., Ridgemont Equity Management III, LLC, Charles Leonard Anderson, Robert Leon Edwards, Jr. ×2 depositi 12 Agosto 2024 — Deposito iniziale — SEC
Ancora Merlin, LP, Ancora Merlin Institutional, LP, Ancora Catalyst, LP, Ancora Catalyst Institutional, LP, Ancora Catalyst SPV I LP – Series I*, Ancora Catalyst SPV I LP – Series J*, Ancora Catalyst SPV I LP – Series K*, Ancora Catalyst SPV I LP – Series L*, Ancora Catalyst SPV I SPC Ltd. – Segregated Portfolio E, Ancora Advisors, LLC, Ancora Alternatives LLC, Ancora Family Wealth Advisors, LLC, The Ancora Group LLC, Inverness Holdings, LLC, Ancora Holdings Group, LLC, Frederick DiSanto ×5 depositi 16 Febbraio 2022 — Deposito iniziale — SEC
Scott M. Niswonger (2) ×2 depositi 19 Novembre 2003 — 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.

Proprietà ETF Posseduti da 35 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
TPOR · Direxion Shares ETF Trust 0,05% 408 NS 30 Aprile 2026 N-PORT
NUSC · Nushares ETF Trust 0,03% 20.110 NS 30 Aprile 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,02% 208.054 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 97.196 NS 30 Aprile 2026 N-PORT
SMDX · Tidal Trust III 0,01% 845 NS 30 Aprile 2026 N-PORT
RSSL · Global X Funds 0,01% 9.460 NS 30 Aprile 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 35.079 NS 31 Maggio 2026 N-PORT
SAA · ProShares Trust 0,01% 265 NS 31 Maggio 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,01% 6.235 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,01% 1.025 NS 31 Maggio 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,01% 108.315 NS 31 Maggio 2026 N-PORT
EBI · RBB Fund Trust 0,00% 2.268 NS 31 Maggio 2026 N-PORT
UWM · ProShares Trust 0,00% 802 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,00% 809 NS 31 Maggio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 2.509 NS 30 Aprile 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,00% 2.267 NS 31 Maggio 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 889 NS 31 Maggio 2026 N-PORT
HDG · ProShares Trust 0,00% 20 NS 31 Maggio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 21.202 NS 30 Aprile 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 4.193 NS 30 Aprile 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 11.351 NS 31 Maggio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 1.120 NS 30 Aprile 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 15 NS 31 Maggio 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
VTWG · VANGUARD SCOTTSDALE FUNDS — — 15 Luglio 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS — — 15 Luglio 2026 Giornaliero
ITOT · iShares Trust — — 22 Luglio 2026 Giornaliero
IWV · iShares Trust — — 18 Agosto 2026 Giornaliero
IWO · iShares Trust — — 18 Agosto 2026 Giornaliero
IWM · iShares Trust — — 18 Agosto 2026 Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust — — 23 Luglio 2026 Giornaliero
VIS · VANGUARD WORLD FUND — — 20 Luglio 2026 Giornaliero
WSML · iShares Trust — — 20 Luglio 2026 Giornaliero