GNE Genie Energy Ltd. Class B Common Stock Stock
$14,88
Prezzo · Ago 20, 2026
Fondamentali al Ago 6, 2026
Intervallo 52 sett.
$13–$16
61% of range
Rating Analisti
BUY
5 analysts
Prezzo Obiettivo
$16
+8% upside
P/E (TTM)
15.3
ROE
9.7%
Margine di Profitto Netto
4.8%
GNE Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$14.88
Capitalizzazione di Mercato
—
P/E (TTM)
15.3
EPS (TTM)
$0.90
Ricavi (TTM)
$502M
Rendimento div.
—
ROE
9.7%
D/E Debito/Patrimonio
0.0
Intervallo 52 sett.
$13 – $16
GNE 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
$502M
2017-12-31
→
2025-12-31
EPS
$0.90
2017-12-31
→
2025-12-31
Flusso di cassa libero
—
2018-12-31
→
2018-12-31
Margini
4.8%
2018-12-31
→
2025-12-31
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
GNE
Mediana dei peer
P/E (TTM)
15.3
22.2
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
GNE
Mediana dei peer
Gross Margin (Margine lordo)
24.8%
23.1%
Operating Margin (Margine Operativo)
5.5%
—
Net Profit Margin (Margine di Profitto Netto)
4.8%
7.2%
ROA
6.3%
3.1%
ROE
9.7%
7.9%
ROIC
8.2%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
GNE
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
0.0
—
Current Ratio (Rapporto corrente)
2.4
1.1
Quick Ratio
2.1
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
GNE
Mediana dei peer
Revenue YoY (Ricavi YoY)
18.1%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
16.7%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
7.1%
—
EPS YoY
-31.3%
—
Net Income YoY (Utile Netto YoY)
-32.4%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
GNE
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
33.4%
—
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield
—
Rapporto di Distribuzione Utili
33.4%
CAGR Dividendi 5Y
—
| Data ex-dividendo | Importo |
|---|---|
| 14 Agosto 2026 | $0,0750 |
| 22 Maggio 2026 | $0,0750 |
| 18 Febbraio 2026 | $0,0750 |
| 10 Novembre 2025 | $0,0750 |
| 11 Agosto 2025 | $0,0750 |
| 19 Maggio 2025 | $0,0750 |
| 18 Febbraio 2025 | $0,0750 |
| 12 Novembre 2024 | $0,0750 |
| 14 Agosto 2024 | $0,0750 |
| 17 Maggio 2024 | $0,0750 |
| 16 Febbraio 2024 | $0,0750 |
| 10 Novembre 2023 | $0,0750 |
| 11 Agosto 2023 | $0,0750 |
| 18 Maggio 2023 | $0,0750 |
| 17 Febbraio 2023 | $0,0750 |
| 10 Novembre 2022 | $0,0750 |
| 17 Agosto 2022 | $0,0750 |
| 19 Maggio 2022 | $0,0750 |
| 05 Maggio 2022 | $0,0850 |
| 18 Febbraio 2022 | $0,0750 |
GNE Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
5 analisti
- Acquisto forte 1 20,0%
- Compra 3 60,0%
- Mantieni 1 20,0%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
1 analisti · 2026-08-17
Basso
$16.00
Alto
$16.00
Target mediano
$16.00
+7,5%
Target medio
$16.00
+7,5%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
-0.03%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.43 | $0.25 | 0.18% |
| 31 Marzo 2026 | $0.11 | $0.18 | -0.07% |
| 31 Dicembre 2025 | $0.14 | $0.07 | 0.07% |
| 30 Settembre 2025 | $0.26 | $0.57 | -0.31% |
| 30 Giugno 2025 | $0.11 | — | — |
| 31 Marzo 2025 | $0.42 | — | — |
| 30 Settembre 2024 | $0.41 | — | — |
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 |
|---|---|---|---|---|---|---|
| GNE | — | 15.3 | 18.1% | 4.8% | 9.7% | 24.8% |
| TXNM | $6.41B | 39.8 | 9.9% | 7.8% | 5.7% | — |
| OTTR | $3.39B | 12.3 | -2.3% | 21.2% | 15.2% | — |
| MGEE | $2.87B | 21.1 | — | -402.1% | 10.6% | — |
| HE | $2.12B | 17.3 | -4.1% | 4.1% | 8.0% | — |
| ENO | — | — | — | — | — | — |
| NEE | $167.22B | 24.3 | 9.8% | 26.5% | 13.1% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 16
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $502M | $425M | $429M | $316M | $323M | $357M | $315M | $280M | $264M | |
| Cost of Revenue | $377M | $287M | $283M | $161M | $100.0K | $200.0K | $300.0K | $100.0K | $200.0K | |
| Gross Profit | $125M | $138M | $146M | $155M | $92M | $95M | $83M | $77M | $86M | |
| R&D Expense | · | · | · | · | · | · | $207.0K | $39.0K | · | |
| SG&A Expense | $95M | $93M | $91M | $75M | $68M | $72M | $73M | $62M | $80M | |
| Operating Income | $28M | $45M | $55M | $78M | $24M | $22M | $10M | $12M | $-6M | |
| Interest Income | $8M | $7M | $5M | $835.0K | $34.0K | $190.0K | $448.0K | $557.0K | $295.0K | |
| Other Non-op | · | $2M | $3M | $-520.0K | $707.0K | $351.0K | $1M | $156.0K | $-367.0K | |
| Pretax Income | $36M | $53M | $63M | $78M | $24M | $22M | $6M | $9M | $-7M | |
| Income Tax | $8M | $15M | $17M | $21M | $8M | $8M | $5M | $-12M | $2M | |
| Net Income | $24M | $36M | $52M | $88M | $29M | $13M | $4M | $23M | $-7M | |
| EPS (Basic) | $0.91 | $1.33 | $2.03 | $3.35 | $1.06 | $0.45 | $0.10 | $0.85 | $-0.36 | |
| EPS (Diluted) | $0.90 | $1.31 | $1.99 | $3.26 | $1.05 | $0.44 | $0.10 | $0.83 | $-0.36 | |
| Shares (Basic) | 26,277,000 | 26,763,000 | 25,553,000 | 25,629,000 | 25,879,000 | 26,109,000 | 26,607 | 25,154 | 23,531,000 | |
| Shares (Diluted) | 26,535,000 | 27,163,000 | 26,062,000 | 26,366,000 | 26,316,000 | 26,813,000 | 27,464 | 25,695 | 23,531,000 | |
| EBITDA | $29M | $12M | $10M | $78M | $33M | $19M | $10M | $12M | · |
Stato Patrimoniale 29
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $204M | $193M | $159M | $99M | $94M | $32M | $31M | $42M | $30M | |
| Short-term Investments | $9M | $7M | $4M | $490.0K | $1M | $5M | · | · | · | |
| Receivables | $70M | $62M | $62M | $55M | $41M | $48M | $50M | $36M | $45M | |
| Inventory | $12M | $12M | $15M | $16M | $18M | $17M | $17M | $10M | $4M | |
| Prepaid Expense | $11M | $10M | $16M | $7M | $4M | $4M | $6M | $6M | $6M | |
| Other Current Assets | $17M | $8M | $5M | $6M | $2M | $3M | $2M | $3M | $6M | |
| Current Assets | $323M | $297M | $230M | $228M | $200M | $134M | $113M | $98M | $90M | |
| PP&E (Net) | $28M | $25M | $15M | $891.0K | $297.0K | $247.0K | $4M | $4M | $4M | |
| PP&E (Gross) | $32M | $28M | $18M | $3M | $3M | $3M | $7M | $7M | $6M | |
| Accum. Depreciation | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | |
| Goodwill | $13M | $13M | $10M | $10M | $10M | $10M | $12M | $11M | $10M | |
| Intangibles | $2M | $2M | $3M | $3M | $4M | $5M | $7M | $6M | $5M | |
| Other Non-current Assets | $21M | $22M | $15M | $14M | $9M | $7M | $7M | $8M | $10M | |
| Total Assets | $389M | $370M | $331M | $278M | $229M | $187M | $156M | $147M | $126M | |
| Accounts Payable | $41M | $31M | $49M | $36M | $38M | $35M | $26M | · | · | |
| Accrued Liabilities | $51M | $49M | $49M | $36M | $38M | $35M | $26M | $25M | $28M | |
| Short-term Debt | · | · | · | · | · | · | $3M | · | · | |
| Current Liabilities | $136M | $122M | $98M | $99M | $116M | $97M | $72M | $51M | $55M | |
| Capital Leases | $854.0K | $2M | $2M | $2M | · | · | $2M | · | · | |
| Other Non-current Liabilities | $2M | $3M | $2M | $4M | $2M | $2M | $2M | $900.0K | $1M | |
| Total Liabilities | $145M | $135M | $146M | $104M | $119M | $101M | $75M | $54M | $59M | |
| Long-term Debt | $9M | $9M | · | · | · | · | $863.0K | · | · | |
| Total Debt | $9M | $9M | · | · | · | · | $3M | · | · | |
| Paid-in Capital | $158M | $159M | $156M | $147M | $143M | $141M | $140M | $137M | · | |
| Retained Earnings | $136M | $120M | $93M | $49M | $-29M | $-57M | $-60M | $-54M | $-67M | |
| Treasury Stock | $48M | $37M | $23M | $19M | $14M | $10M | $8M | $2M | $2M | |
| AOCI | $5M | $4M | $3M | $2M | $3M | $4M | $3M | $3M | $3M | |
| Stockholders' Equity | $251M | $246M | $197M | $187M | $123M | $98M | $95M | $104M | $84M | |
| Liabilities + Equity | $389M | $370M | $331M | $278M | $229M | $187M | $156M | $147M | $126M |
Flusso di cassa 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $884.0K | $463.0K | $385.0K | $436.0K | $3M | $4M | $2M | $2M | |
| Stock-based Comp | $3M | $2M | $3M | $3M | $3M | $1M | $1M | $5M | $5M | |
| Deferred Tax | $3M | $-1M | $1M | $-595.0K | $-104.0K | $7M | $3M | $-13M | $-360.0K | |
| Amort. of Intangibles | $300.0K | $400.0K | $400.0K | $400.0K | $400.0K | $2M | $2M | $1M | $1M | |
| Other Non-cash | $15M | $57M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $46M | $71M | $62M | $81M | $68M | $23M | $16M | $19M | $9M | |
| CapEx | · | · | · | · | · | · | · | $584.0K | $3M | |
| Investing Cash Flow | $-15M | $-16M | $14M | $-49M | $3M | $-3M | $-6M | $-3M | $-17M | |
| Stock Repurchased | · | $10M | $37.0K | $4M | $4M | $2M | $6M | · | $829.0K | |
| Net Stock Activity | · | $-10M | $-37.0K | $-4M | $-4M | $-2M | $-6M | $-889.0K | · | |
| Dividends Paid | $8M | $8M | $9M | $9M | $1M | $10M | $10M | · | · | |
| Financing Cash Flow | $-19M | $-16M | $-15M | $-26M | $-6M | $-15M | $-16M | $-4M | $-8M | |
| Net Change in Cash | $12M | $39M | $61M | $6M | $65M | $5M | $-6M | $44M | $-15M | |
| Taxes Paid | $7M | $4M | $20M | $9M | $49.0K | $741.0K | $702.0K | $2M | $2.0K | |
| Free Cash Flow | · | · | · | · | · | · | · | $19M | · |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.8% | 32.6% | 34.1% | 49.0% | 28.8% | 25.8% | 26.3% | 27.3% | · | |
| Operating Margin | 5.5% | 2.7% | 2.3% | 24.6% | 9.1% | 5.1% | 3.1% | 4.3% | · | |
| Net Margin | 4.8% | 3.0% | 4.6% | 27.8% | 8.0% | 3.5% | 1.3% | 8.1% | · | |
| Pretax Margin | 7.2% | 4.7% | 4.2% | 24.6% | 9.0% | 6.3% | 1.9% | 3.2% | · | |
| EBITDA Margin | 5.7% | 2.9% | 2.3% | 24.6% | 9.1% | 5.1% | 3.1% | 4.3% | · | |
| ROA | 6.3% | 3.6% | 6.4% | 34.6% | 14.0% | 7.7% | 2.8% | 16.7% | · | |
| ROE | 9.7% | 6.5% | 10.2% | 56.6% | 26.4% | 13.6% | 4.2% | 24.3% | · | |
| ROIC | 8.2% | 4.3% | 3.9% | 30.3% | 19.6% | 12.8% | 2.3% | -4.3% | · |
Liquidità e Solvibilità 4
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.1 | 2.3 | 2.3 | 1.7 | 1.4 | 1.6 | 1.9 | · | |
| Quick Ratio | 2.1 | 1.6 | 1.7 | 1.6 | 1.3 | 1.1 | 1.1 | 1.5 | · | |
| Debt / Equity | 0.0 | 0.0 | · | · | · | · | 0.0 | · | · | |
| LT Debt / Equity | 0.0 | 0.0 | · | · | · | · | · | · | · |
Efficienza 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.2 | 1.4 | 1.2 | 1.7 | 2.2 | 2.1 | 2.1 | · | |
| Inventory Turnover | 30.7 | 21.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | |
| Receivables Turnover | 7.6 | 6.9 | 7.3 | 6.5 | 7.2 | 6.9 | 7.4 | 7.0 | · |
Tassi di Crescita 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.1% | -0.82% | 35.9% | -2.4% | -9.4% | · | · | · | · | |
| Revenue CAGR 3Y | 16.7% | 9.6% | 6.3% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.1% | · | · | · | · | · | · | · | · | |
| EPS YoY | -31.3% | -34.2% | -39.0% | 210.5% | 138.6% | · | · | · | · | |
| EPS CAGR 3Y | -34.9% | 7.6% | 65.4% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 15.4% | · | · | · | · | · | · | · | · | |
| Net Income YoY | -32.4% | -32.0% | -40.5% | 200.6% | 122.1% | · | · | · | · | |
| Net Income CAGR 3Y | -35.1% | 6.7% | 58.4% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -4.6% | · | · | · | · | · | · | · | · |
Valutazione (TTM) 6
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $502M | $425M | $429M | $316M | $323M | $357M | $315M | $280M | $264M | |
| Net Income TTM | $24M | $13M | $20M | $88M | $29M | $13M | $4M | $23M | $-7M | |
| P/E | 15.3 | 33.9 | 38.0 | 3.2 | 5.3 | 16.4 | 77.3 | 7.3 | -12.1 | |
| Earnings Yield | 6.5% | 2.9% | 2.6% | 31.5% | 18.9% | 6.1% | 1.3% | 13.8% | -8.3% | |
| Payout Ratio | 33.4% | 65.2% | 45.4% | 10.4% | 5.1% | 77.1% | · | · | · | |
| Annual Payout | $8M | $8M | $9M | $9M | $1M | $10M | $10M | · | · |
Conto Economico 15
| 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 | $100M | $142M | $121M | $138M | $105M | $137M | $103M | $112M | $91M | $120M | $105M | $125M | $93M | $105M | $81M | $81M | |
| Cost of Revenue | $67M | $112M | $88M | $108M | $82M | $99M | $69M | $74M | $57M | $86M | $71M | $84M | $55M | $72M | $47M | $38M | |
| Gross Profit | $34M | $30M | $34M | $30M | $23M | $37M | $33M | $38M | $33M | $34M | $34M | $41M | $38M | $33M | $35M | $43M | |
| SG&A Expense | $27M | $28M | $28M | $23M | $21M | $24M | $23M | $25M | $22M | $23M | $23M | $23M | $23M | $22M | $17M | $20M | |
| Operating Income | $7M | $2M | $5M | $7M | $2M | $13M | $13M | $12M | $11M | $10M | $11M | $18M | $15M | $11M | $15M | $24M | |
| Interest Income | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $2M | $1M | $1M | $974.0K | $576.0K | $194.0K | |
| Other Non-op | $4M | $710.0K | · | $182.0K | $54.0K | $162.0K | $222.0K | $56.0K | $1M | $80.0K | $-494.0K | $-4.0K | $-104.0K | $3M | $194.0K | $156.0K | |
| Pretax Income | $12M | $4M | $8M | $9M | $4M | $15M | $15M | $14M | $13M | $11M | $12M | $20M | $16M | $15M | $17M | $24M | |
| Income Tax | $239.0K | $2M | $334.0K | $2M | $2M | $5M | $5M | $4M | $3M | $3M | $4M | $5M | $4M | $4M | $4M | $6M | |
| Net Income | $11M | $3M | $5M | $7M | $2M | $10M | $8M | $10M | $10M | $8M | $8M | $14M | $15M | $14M | $17M | $19M | |
| EPS (Basic) | $0.44 | $0.11 | $0.17 | $0.26 | $0.09 | $0.40 | $0.29 | $0.38 | $0.36 | $0.30 | $0.35 | $0.54 | $0.58 | $0.56 | $0.61 | $0.73 | |
| EPS (Diluted) | $0.43 | $0.11 | $0.16 | $0.25 | $0.09 | $0.40 | $0.25 | $0.39 | $0.36 | $0.31 | $0.35 | $0.53 | $0.57 | $0.54 | $0.59 | $0.70 | |
| Shares (Basic) | 26,069,000 | 26,050,000 | -52,383,000 | 26,149,000 | 26,173,000 | 26,338,000 | -53,122,000 | 26,526,000 | 26,569,000 | 26,790,000 | -52,096,000 | 26,615,000 | 25,708,000 | 25,326,000 | -50,831,000 | 25,233,000 | |
| Shares (Diluted) | 26,152,000 | 26,145,000 | -52,982,000 | 26,389,000 | 26,516,000 | 26,612,000 | -54,036,000 | 26,868,000 | 27,033,000 | 27,298,000 | -54,241,000 | 27,362,000 | 26,321,000 | 26,620,000 | -52,037,000 | 26,205,000 | |
| EBITDA | $7M | $2M | · | $7M | $2M | $13M | · | $12M | $11M | $10M | · | $18M | $15M | $11M | · | $24M |
Stato Patrimoniale 28
| 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 | $185M | $186M | $204M | $109M | $105M | $113M | $193M | $136M | $122M | $107M | $159M | $140M | $111M | $105M | $99M | $82M | |
| Short-term Investments | $10M | $9M | $9M | $472.0K | $600.0K | $6M | $7M | $6M | $4M | $372.0K | $4M | $411.0K | $452.0K | $5M | · | $471.0K | |
| Receivables | $56M | $66M | $70M | $59M | $61M | $64M | $62M | $50M | $54M | $60M | $62M | $61M | $58M | $65M | · | $44M | |
| Inventory | $15M | $12M | $12M | $21M | $17M | $14M | $12M | $9M | $6M | $18M | $15M | $15M | $18M | $19M | · | $19M | |
| Prepaid Expense | $15M | $14M | $11M | $11M | $10M | $10M | $10M | $11M | $12M | $15M | $16M | $12M | $9M | $8M | · | $8M | |
| Other Current Assets | $13M | $17M | $17M | $10M | $10M | $9M | $8M | $7M | $6M | $6M | $5M | $5M | $7M | $5M | · | $8M | |
| Current Assets | $305M | $311M | $323M | $238M | $231M | $239M | $297M | $228M | $216M | $228M | $230M | $270M | $243M | $247M | · | $215M | |
| PP&E (Net) | $29M | $27M | $28M | $31M | $29M | $27M | $25M | $22M | $20M | $16M | $15M | $6M | $1M | $964.0K | · | · | |
| PP&E (Gross) | · | · | $32M | · | · | · | $28M | · | · | · | $18M | · | · | · | · | · | |
| Accum. Depreciation | · | · | $4M | · | · | · | $3M | · | · | · | $3M | · | · | · | · | · | |
| Goodwill | $14M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | |
| Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | |
| Other Non-current Assets | $17M | $22M | $21M | $27M | $26M | $22M | $22M | $19M | $15M | $16M | $15M | $13M | $13M | $14M | · | $13M | |
| Total Assets | $370M | $376M | $389M | $394M | $383M | $384M | $370M | $342M | $323M | $328M | $331M | $316M | $286M | $293M | · | $260M | |
| Accounts Payable | $30M | $26M | $41M | $28M | $35M | $52M | $31M | $44M | $35M | $54M | $49M | $45M | $34M | $39M | · | $42M | |
| Accrued Liabilities | $50M | $54M | $51M | $60M | $49M | $52M | $49M | $44M | $36M | $54M | $49M | $45M | $34M | $39M | · | $42M | |
| Current Liabilities | $106M | $122M | $136M | $125M | $116M | $117M | $122M | $89M | $83M | $101M | $98M | $106M | $87M | $105M | · | $86M | |
| Capital Leases | $853.0K | $891.0K | $854.0K | $852.0K | $861.0K | $759.0K | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | · | $2M | |
| Total Liabilities | $114M | $131M | $145M | $205M | $196M | $197M | $135M | $141M | $133M | $149M | $146M | $108M | $90M | $107M | · | $98M | |
| Long-term Debt | $7M | $7M | $9M | $9M | $9M | · | $9M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $7M | $7M | · | $9M | $9M | $7M | · | · | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $159M | $159M | $158M | $161M | $161M | $160M | $159M | $159M | $158M | $158M | $156M | $155M | $154M | $147M | · | $146M | |
| Retained Earnings | $146M | $137M | $136M | $79M | $74M | $73M | $120M | $82M | $74M | $66M | $93M | $87M | $74M | $61M | · | $35M | |
| Treasury Stock | $49M | $49M | $48M | $46M | $43M | $40M | $37M | $35M | $32M | $29M | $23M | $22M | $22M | $19M | · | $19M | |
| AOCI | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $5M | $2M | $-2M | $3M | $1M | $2M | $2M | · | $-3M | |
| Stockholders' Equity | $262M | $252M | $251M | $199M | $197M | $198M | $246M | $211M | $202M | $193M | $197M | $221M | $209M | $199M | · | $175M | |
| Liabilities + Equity | $370M | $376M | $389M | $394M | $383M | $384M | $370M | $342M | $323M | $328M | $331M | $316M | $286M | $293M | · | $260M |
Flusso di cassa 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $348.0K | $356.0K | $283.0K | $252.0K | $235.0K | $235.0K | $238.0K | $231.0K | $196.0K | $219.0K | $177.0K | $95.0K | $76.0K | $115.0K | $97.0K | $-244.0K | |
| Stock-based Comp | $630.0K | $720.0K | $597.0K | $593.0K | $606.0K | $739.0K | $669.0K | $516.0K | $458.0K | $749.0K | $575.0K | $606.0K | $749.0K | $899.0K | $736.0K | $662.0K | |
| Amort. of Intangibles | $100.0K | $100.0K | $0 | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | |
| Other Non-cash | · | $-10M | · | · | · | $4M | · | · | · | $4M | · | · | · | · | · | · | |
| Operating Cash Flow | $-3M | $-7M | $16M | $14M | $1M | $15M | $13M | $24M | $20M | $13M | $10M | $32M | $9M | $11M | $28M | $26M | |
| CapEx | · | · | · | · | · | $2M | · | $2M | $356.0K | $1M | · | $317.0K | $463.0K | $98.0K | · | $998.0K | |
| Investing Cash Flow | $6M | $-6M | $-5M | $-3M | $-5M | $-2M | $-4M | $-4M | $-1M | $-6M | $12M | $3M | $3M | $-4M | $-2M | $4M | |
| Stock Repurchased | · | · | · | · | · | $2M | $3M | $2M | $2M | $4M | · | · | · | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | $-2M | · | · | · | $-4M | · | · | · | · | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | |
| Financing Cash Flow | $-3M | $-4M | $-4M | $-6M | $-5M | $-4M | $3M | $-6M | $-5M | $-8M | $-3M | $-3M | $-6M | $-3M | $-11M | $-4M | |
| Net Change in Cash | $359.0K | $-17M | · | · | $-9M | $9M | $11M | $14M | $14M | $-574.0K | $20M | $32M | $5M | $4M | $15M | $26M | |
| Free Cash Flow | · | · | · | · | · | $14M | · | · | · | $12M | · | · | · | $11M | · | · |
Redditività 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.5% | 20.9% | · | 21.7% | 22.3% | 27.3% | · | 33.9% | 36.8% | 28.2% | · | 32.9% | 40.9% | 31.6% | · | 53.1% | |
| Operating Margin | 6.5% | 1.3% | · | 5.0% | 1.9% | 9.4% | · | 10.4% | 11.7% | 8.2% | · | 14.3% | 16.1% | 10.7% | · | 29.0% | |
| Net Margin | 11.3% | 1.9% | · | 4.9% | 2.7% | 7.5% | · | 9.1% | 10.6% | 6.8% | · | 11.6% | 16.2% | 13.7% | · | 23.1% | |
| Pretax Margin | 11.6% | 2.9% | · | 6.7% | 3.7% | 10.8% | · | 12.7% | 14.3% | 9.5% | · | 15.6% | 17.2% | 14.6% | · | 29.4% | |
| EBITDA Margin | 6.5% | 1.6% | · | 5.0% | 1.9% | 9.6% | · | 10.4% | 11.7% | 8.4% | · | 14.3% | 16.1% | 10.7% | · | 29.0% | |
| ROA | 3.0% | 0.73% | · | 1.8% | 0.80% | 2.9% | · | 3.1% | 3.2% | 2.6% | · | 5.0% | 5.8% | 5.6% | · | 8.3% | |
| ROE | 5.0% | 1.2% | · | 3.3% | 1.4% | 5.3% | · | 4.7% | 4.7% | 4.1% | · | 7.3% | 8.1% | 8.5% | · | 13.9% | |
| ROIC | 2.4% | 0.44% | · | 2.4% | 0.70% | 4.4% | · | 4.0% | 3.8% | 3.8% | · | 6.0% | 5.5% | 4.2% | · | 9.8% |
Liquidità e Solvibilità 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.5 | · | 1.9 | 2.0 | 2.0 | · | 2.6 | 2.6 | 2.3 | · | 2.6 | 2.8 | 2.4 | · | 2.5 | |
| Quick Ratio | 2.4 | 2.1 | · | 1.4 | 1.4 | 1.6 | · | 2.2 | 2.2 | 1.7 | · | 1.9 | 1.9 | 1.7 | · | 1.5 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | · | · | · | · | · | · | · | · |
Efficienza 3
| 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 | 0.3 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | |
| Inventory Turnover | 4.2 | 8.7 | · | 7.4 | 7.3 | 6.2 | · | 6.2 | 4.8 | 4.5 | · | 5.0 | 3.2 | 3.8 | · | 1.8 | |
| Receivables Turnover | 1.7 | 2.2 | · | 2.5 | 1.8 | 2.2 | · | 2.0 | 1.6 | 1.9 | · | 2.4 | 1.8 | 1.8 | · | 1.6 |
Valutazione (TTM) 5
| 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 | $502M | $507M | · | $483M | $457M | $442M | · | $427M | $440M | $443M | · | $405M | $361M | $335M | · | $322M | |
| Net Income TTM | $26M | $17M | · | $30M | $33M | $38M | · | $42M | $47M | $52M | · | $63M | $83M | $86M | · | $69M | |
| P/E | 15.2 | 23.2 | · | 78.7 | 86.7 | 26.9 | · | 116.1 | 50.4 | 30.2 | · | 6.6 | 5.9 | 4.4 | · | 3.6 | |
| Earnings Yield | 6.6% | 4.3% | · | 1.3% | 1.1% | 3.7% | · | 0.86% | 2.0% | 3.3% | · | 15.1% | 17.0% | 22.7% | · | 27.5% | |
| Payout Ratio | · | 72.7% | · | · | · | 19.7% | · | · | · | 26.1% | · | · | · | 14.6% | · | · |
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 | $502M | $425M | $429M | $316M | $323M |
| Margine Lordo % | 24.8% | 32.6% | 34.1% | 49.0% | 28.8% |
| Margine Operativo % | 5.5% | 2.7% | 2.3% | 24.6% | 9.1% |
| Utile netto | $24M | $36M | $52M | $88M | $29M |
| EPS Diluito | $0.90 | $1.31 | $1.99 | $3.26 | $1.05 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.0 | 0.0 | — | — | — |
| Rapporto corrente | 2.4 | 2.1 | 2.3 | 2.3 | 1.7 |
| Quick Ratio | 2.1 | 1.6 | 1.7 | 1.6 | 1.3 |
Ultime notizie Notizie recenti che menzionano questa società
Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi
📊
Scegli le metriche che contano per te — fai clic sul ➕ accanto a qualsiasi riga nei Fondamentali Completi sopra.
La tua selezione è salvata e ti segue su tutti i ticker.
Proprietari istituzionali (13F) 115 filer · $120.0M 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 |
|---|---|---|---|---|
| 15 (-4 vs trimestre precedente) | 19 (+6 vs trimestre precedente) | 45 (+14 vs trimestre precedente) | 32 (-11 vs trimestre precedente) | -32K |
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 |
|---|---|---|---|---|
| J. Goldman & Co LP | $17.923.867 | 1.240.406 | 14,93% | Azioni |
| VANGUARD GROUP INC | $14.514.198 | 1.053.280 | 12,09% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.935.640 | 895.200 | 10,78% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $10.492.174 | 726.102 | 8,74% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $7.327.046 | 507.062 | 6,10% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $6.748.930 | 466.926 | 5,62% | Azioni |
| STATE STREET CORP | $6.738.555 | 466.336 | 5,61% | Azioni |
| Florida Trust Wealth Management Co | $3.929.519 | 271.939 | 3,27% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.342.184 | 231.293 | 2,78% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.579.874 | 178.538 | 2,15% | Azioni |
| Americana Partners, LLC | $2.485.140 | 171.982 | 2,07% | Azioni |
| Old West Investment Management, LLC | $2.320.670 | 160.600 | 1,93% | Azioni |
| KAHN BROTHERS GROUP INC | $2.195.547 | 151.941 | 1,83% | Azioni |
| Quantinno Capital Management LP | $2.105.670 | 145.721 | 1,75% | Azioni |
| Bank of New York Mellon Corp | $2.105.293 | 145.695 | 1,75% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $2.006.397 | 138.851 | 1,67% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.966.862 | 136.115 | 1,64% | Azioni |
| BlackRock, Inc. | $1.375.828 | 95.213 | 1,15% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $1.309.676 | 90.635 | 1,09% | Azioni |
| FIRST TRUST ADVISORS LP | $1.000.691 | 69.252 | 0,83% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $998.336 | 69.089 | 0,83% | Azioni |
| GOLDMAN SACHS GROUP INC | $899.368 | 62.240 | 0,75% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $863.805 | 59.779 | 0,72% | Azioni |
| MARTINGALE ASSET MANAGEMENT L P | $818.680 | 56.656 | 0,68% | Azioni |
| STRS OHIO | $680.595 | 47.100 | 0,57% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $644.846 | 44.626 | 0,54% | Azioni |
| Trexquant Investment LP | $590.933 | 40.895 | 0,49% | Azioni |
| Walleye Capital LLC | $469.177 | 32.469 | 0,39% | Azioni |
| PDT Partners, LLC | $447.271 | 30.953 | 0,37% | Azioni |
| BANK OF AMERICA CORP /DE/ | $436.939 | 30.238 | 0,36% | Azioni |
| MERCER GLOBAL ADVISORS INC /ADV | $424.563 | 29.382 | 0,35% | Azioni |
| CITADEL ADVISORS LLC | $411.204 | 28.457 | 0,34% | Azioni |
| RHUMBLINE ADVISERS | $387.453 | 26.814 | 0,32% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $380.310 | 26.319 | 0,32% | Azioni |
| AMERIPRISE FINANCIAL INC | $377.636 | 26.134 | 0,31% | Azioni |
| BARCLAYS PLC | $342.060 | 23.672 | 0,28% | Azioni |
| Man Group plc | $337.436 | 23.352 | 0,28% | Azioni |
| EP Wealth Advisors, LLC | $336.410 | 23.281 | 0,28% | Azioni |
| MARSHALL WACE, LLP | $320.601 | 22.187 | 0,27% | Azioni |
| ALGERT GLOBAL LLC | $308.320 | 21.337 | 0,26% | Azioni |
| Corient Private Wealth LP | $274.522 | 18.998 | 0,23% | Azioni |
| PRUDENTIAL FINANCIAL INC | $273.105 | 18.900 | 0,23% | Azioni |
| FRANKLIN RESOURCES INC | $266.704 | 18.457 | 0,22% | Azioni |
| WELLS FARGO & COMPANY/MN | $255.621 | 17.690 | 0,21% | Azioni |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $249.979 | 17.754 | 0,21% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $249.854 | 17.670 | 0,21% | Azioni |
| XTX Topco Ltd | $212.155 | 14.682 | 0,18% | Azioni |
| Empowered Funds, LLC | $207.675 | 14.372 | 0,17% | Azioni |
| MORGAN STANLEY | $202.502 | 14.014 | 0,17% | Azioni |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $174.715 | 12.091 | 0,15% | Azioni |
| MetLife Investment Management, LLC | $170.958 | 11.831 | 0,14% | Azioni |
| Vise Technologies, Inc. | $164.574 | 11.389 | 0,14% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $140.541 | 9.726 | 0,12% | Azioni |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $136.783 | 9.466 | 0,11% | Azioni |
| Invesco Ltd. | $120.990 | 8.373 | 0,10% | Azioni |
| Vanguard Global Advisers, LLC | $109.401 | 7.571 | 0,09% | Azioni |
| Police & Firemen's Retirement System of New Jersey | $89.055 | 6.163 | 0,07% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $86.223 | 5.967 | 0,07% | Azioni |
| OSAIC HOLDINGS, INC. | $83.232 | 5.760 | 0,07% | Azioni |
| Russell Investments Group, Ltd. | $77.208 | 5.343 | 0,06% | Azioni |
| FMR LLC | $70.285 | 4.864 | 0,06% | Azioni |
| NORTHERN TRUST CORP | $48.032 | 3.324 | 0,04% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $42.396 | 2.934 | 0,04% | Azioni |
| PNC Financial Services Group, Inc. | $32.411 | 2.243 | 0,03% | Azioni |
| Ameritas Investment Partners, Inc. | $31.371 | 2.171 | 0,03% | Azioni |
| Legal & General Group Plc | $27.961 | 1.935 | 0,02% | Azioni |
| Tower Research Capital LLC (TRC) | $27.888 | 1.930 | 0,02% | Azioni |
| AlphaQuest LLC | $26.816 | 1.946 | 0,02% | Azioni |
| Nuveen Asset Management, LLC | $23.931 | 1.535 | 0,02% | Azioni |
| CITIGROUP INC | $22.571 | 1.562 | 0,02% | Azioni |
| Nuveen, LLC | $22.181 | 1.535 | 0,02% | Azioni |
| FEDERATED HERMES, INC. | $21.921 | 1.517 | 0,02% | Azioni |
| Advocate Investing Services LLC | $21.661 | 1.499 | 0,02% | Azioni |
| Arax Advisory Partners | $21.299 | 1.474 | 0,02% | Azioni |
| Versant Capital Management, Inc | $19.927 | 1.379 | 0,02% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $16.077 | 1.137 | 0,01% | Azioni |
| Steward Partners Investment Advisory, LLC | $15.736 | 1.089 | 0,01% | Azioni |
| Cerity Partners LLC | $15.245 | 1.055 | 0,01% | Azioni |
| Quent Capital, LLC | $9.624 | 666 | 0,01% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $9.527 | 653 | 0,01% | Azioni |
| ROYAL BANK OF CANADA | $9.000 | 607 | 0,01% | Azioni |
| Rockefeller Capital Management L.P. | $8.757 | 606 | 0,01% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.211 | 510 | 0,01% | Azioni |
| Smartleaf Asset Management LLC | $7.095 | 490 | 0,01% | Azioni |
| Sterling Capital Management LLC | $6.156 | 426 | 0,01% | Azioni |
| GAMMA Investing LLC | $5.159 | 357 | 0,00% | Azioni |
| CWM, LLC | $3.874 | 274 | 0,00% | Azioni |
| JPMORGAN CHASE & CO | $3.099 | 214 | 0,00% | Azioni |
| SIMPLEX TRADING, LLC | $2.962 | 205 | 0,00% | Azioni |
| Optiver Holding B.V. | $2.948 | 204 | 0,00% | Azioni |
| Larson Financial Group LLC | $1.907 | 132 | 0,00% | Azioni |
| UBS Group AG | $1.777 | 123 | 0,00% | Azioni |
| Allworth Financial LP | $1.736 | 120 | 0,00% | Azioni |
| Cornerstone Planning Group LLC | $1.697 | 117 | 0,00% | Azioni |
| DEUTSCHE BANK AG\ | $1.445 | 100 | 0,00% | Azioni |
| Bogart Wealth, LLC | $1.445 | 100 | 0,00% | Azioni |
| Aventura Private Wealth, LLC | $1.445 | 100 | 0,00% | Azioni |
| SBI Securities Co., Ltd. | $954 | 66 | 0,00% | Azioni |
| Integrated Wealth Concepts LLC | $649 | 45 | 0,00% | Azioni |
| PRICE T ROWE ASSOCIATES INC /MD/ | $503 | 34.769 | 0,00% | Azioni |
Insider aziendali 13 insider · 3 dirigenti · 6 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Claude Pupkin | SVP & Former CEO | 28 Gennaio 2014 A | 68.259 | 0 | 0 | $0 |
| Ira A Greenstein | President | 09 Gennaio 2017 F | 99.597 | 0 | 0 | $0 |
| Geoffrey Rochwarger | Vice Chairman | 21 Aprile 2017 M | 69.989 | 0 | 0 | $0 |
| Irwin Katsof | Direttore | 10 Giugno 2026 A | 2.190 | 0 | 0 | $0 |
| Alan B Rosenthal | Direttore | 05 Gennaio 2026 A | 29.773 | 0 | 0 | $0 |
| Allan Sass | Direttore | 05 Gennaio 2026 A | 41.610 | 0 | 0 | $0 |
| William Wesley Perry | Direttore | 05 Gennaio 2026 A | 171.934 | 0 | 0 | $0 |
| James A Courter | Direttore | 12 Settembre 2024 S | 0 | 0 | 0 | $0 |
| Joyce J Mason | Direttore | 11 Dicembre 2023 S | 2.800 | 0 | 0 | $0 |
| IDT CORP | Proprietario del 10% | 28 Ottobre 2011 J | 0 | 0 | 0 | $0 |
| Michael M Stein | — | 03 Agosto 2026 F | 516.936 | 0 | 0 | $0 |
| Avi Goldin | — | 03 Agosto 2026 F | 87.155 | 0 | 1 | $-175.320 |
| Howard S. Jonas | — | 03 Agosto 2026 F | 690.999 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
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 |
|---|---|---|---|---|---|
| 30 Settembre 2024 | — | Deposito iniziale | — | SEC | |
| Howard S. Jonas ×5 depositi | 17 Novembre 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 41 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 |
|---|---|---|---|---|
| CTEX · ProShares Trust | 1,47% | 7.803 NS | 31 Maggio 2026 | N-PORT |
| ISVL · iShares Trust | 0,14% | 303.862 SH | 19 Agosto 2026 | Giornaliero |
| IWC · iShares Trust | 0,07% | 73.157 SH | 19 Agosto 2026 | Giornaliero |
| ISCF · iShares Trust | 0,05% | 235.697 SH | 19 Agosto 2026 | Giornaliero |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 27.986 NS | 31 Maggio 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 4.280 SH | 19 Agosto 2026 | Giornaliero |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 2.496.288 SH | 19 Agosto 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 18.123 SH | 19 Agosto 2026 | Giornaliero |
| SFGV · EA Series Trust | 0,02% | 14.392 NS | 29 Maggio 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 196.858 SH | 19 Agosto 2026 | Giornaliero |
| ZAP · Global X Funds | 0,02% | 5.972 NS | 30 Aprile 2026 | N-PORT |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 634.164 SH | 19 Agosto 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 121.775 SH | 19 Agosto 2026 | Giornaliero |
| VPU · VANGUARD WORLD FUND | 0,01% | 89.569 SH | 19 Agosto 2026 | Giornaliero |
| IWM · iShares Trust | 0,01% | 533.993 SH | 19 Agosto 2026 | Giornaliero |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,01% | 21.060 SH | 19 Agosto 2026 | Giornaliero |
| RSSL · Global X Funds | 0,01% | 9.237 NS | 30 Aprile 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 16.679 SH | 19 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,01% | 82.346 NS | 30 Aprile 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 989 NS | 31 Maggio 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 773 NS | 31 Maggio 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 783 NS | 31 Maggio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 2.930 NS | 30 Aprile 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 953 NS | 31 Maggio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 48.223 NS | 30 Aprile 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 20 NS | 31 Maggio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1.790 NS | 30 Aprile 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 189 NS | 30 Aprile 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4.722 NS | 30 Aprile 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 24.830 SH | 19 Agosto 2026 | Giornaliero |
| DFSV · Dimensional ETF Trust | 0,00% | 2.099 NS | 30 Aprile 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 4.016 SH | 19 Agosto 2026 | Giornaliero |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 614 NS | 31 Maggio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 4.460 NS | 30 Aprile 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 43 NS | 31 Maggio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 232.781 SH | 19 Agosto 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 640.609 SH | 19 Agosto 2026 | Giornaliero |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 9.825.890 SH | 19 Agosto 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 550.099 SH | 19 Agosto 2026 | Giornaliero |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,00% | 6.586.649 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1.826 SH | 19 Agosto 2026 | Giornaliero |