HURN Huron Consulting Group Inc. - Common Stock

NASDAQ · Professional Services · Visualizza su SEC EDGAR ↗
$157,26
Prezzo · Ago 19, 2026
Fondamentali al Lug 28, 2026

Informazioni su Huron Consulting Group Inc. - Common Stock Panoramica della società da Wikipedia

Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.

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Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.

History

Huron was founded in May 2002 in Chicago, Illinois, by a group of former employees of Arthur Andersen in the wake of that firm's high-profile collapse. The firm's headquarters remain in Chicago and it has 25 global locations across North America, Europe and Asia Pacific.

In May 2004, Huron filed a registration statement with the Securities and Exchange Commission (SEC) relating to the initial public offering of its common stock. Huron Consulting Group Inc., the holding company, became a public company trading common stock on the NASDAQ Global Select Market exchange under the ticker "HURN" in October 2004.

In 2010, Huron acquired Click Commerce, a supplier of software-based applications and professional services to academic medical centers and research institutions. Terms of the acquisition were not disclosed.

In September 2013, Huron acquired Blue Stone International, LLC, a provider of Oracle Corporation professional services. Under the terms of the agreement, Huron acquired the assets of Blue Stone for $30 million in cash.

Huron acquired three other companies in 2014, Threshold Consulting, Inc., a consulting firm that provides customer relationship management consulting, cloud-based software as a service applications, business intelligence tools and data warehousing; Vonlay, LLC, a healthcare technology consulting firm; and The Frankel Group Associates LLC, a life sciences consulting firm.

In 2015, Huron acquired a number of other companies: the India affiliate of Rittman Mead Consulting Ltd., Rittman Mead India, a data and analytics consulting firm that specializes in the implementation of enterprise performance management and analytics systems; Cloud62, a firm specializing in complex Salesforce.com implementations and related cloud-based applications Studer Group, a professional services firm that consults with healthcare providers on clinical outcomes and financial results;, and Sky Analytics, a Massachusetts-based provider of legal software for corporate law departments.

In February 2016 Huron acquired MyRounding, a firm specializing in digital health products. In May 2016, Huron acquired ADI Strategies, Inc., an enterprise performance management and business intelligence firm, while in July of that year Huron acquired Healthcare Services Management, Inc. (HSM), a healthcare information technology consultant.

In January 2017, Huron acquired Pope Woodhead & Associates, a UK-based life sciences firm.

Huron launched a college athletics business in 2020, consulting schools on finance, budgeting, conference realignment and fundraising.

In January 2022, Huron acquired AIMDATA, LLC, an enterprise information data consulting firm who specialize in Boomi.

Controversies

In 2009, the U.S. Securities and Exchange Commission (SEC) announced an investigation in Huron for a series of major accounting errors dating over several years. Six related shareholder class-action lawsuits were also filed against the company. On July 31, 2009, Huron announced that the company would restate its financial statements for 2006, 2007, 2008, and first quarter 2009. The chairman of the board and CEO Gary Holdren, CFO Gary Burge, and Chief Accounting Officer Wayne Lipski all resigned.

In 2010, Huron reached a settlement in its shareholder lawsuits in return for a payment of $38m. On July 19, 2012, Huron announced it had reached a final settlement with the SEC resolving the previously disclosed SEC investigation into the Company's August 2009 restatement of its financial statements for the years ended 2006, 2007 and 2008 and the first quarter of 2009. The Company agreed to the settlement without admitting or denying the SEC's findings, but also agreed to pay a $1m civil fine.

Huron's role in higher education restructuring has attracted criticism. The company advocates for using post-Hurricane Katrina dispossessions as a model for how universities should operate, in the form of staff and faculty layoffs, program closures, salary reductions, and hiring freezes. Peter Stokes, Managing Director of Huron's Higher Education Practice, has argued that higher education institutions should align their curriculums with corporate needs.

Huron's austerity-based recommendations led to major layoffs and the termination of many non-STEM programs at the University of Wisconsin in 2017, the University of New Hampshire in 2019, and the New School in 2022. In 2023, faculty at West Virginia University stated that Huron had provided "ill-informed consulting and faulty data" which contributed to the institution's major budget shortfall, debt crisis, and program cuts.

== References ==

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

Wikidata ↗

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

Prezzo
$157.25
Capitalizzazione di Mercato
P/E (TTM)
29.6
EPS (TTM)
$5.84
Ricavi (TTM)
$1.70B
Rendimento div.
ROE
20.9%
D/E Debito/Patrimonio
1.0
Intervallo 52 sett.
$85 – $187

HURN 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 $1.70B
10-point trend, +112.9%
2016-12-31 2025-12-31
EPS $5.84
10-point trend, +231.8%
2016-12-31 2025-12-31
Flusso di cassa libero $183M
10-point trend, +60.0%
2016-12-31 2025-12-31
Margini 6.2%

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

Metrica
Tendenza 5 anni
HURN
Mediana dei peer
P/E (TTM)
5-point trend, +71.5%
29.6
23.3

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

Metrica
Tendenza 5 anni
HURN
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, +84.4%
10.5%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -9.1%
6.2%
5.9%
ROA
5-point trend, +26.2%
7.3%
4.1%
ROE
5-point trend, +83.6%
20.9%
15.1%
ROIC
5-point trend, +158.6%
13.4%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
HURN
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, +136.9%
1.0
Current Ratio (Rapporto corrente)
5-point trend, -6.8%
1.2
2.3
Quick Ratio
5-point trend, -21.1%
0.6

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

Metrica
Tendenza 5 anni
HURN
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +83.3%
11.7%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +83.3%
13.6%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +83.3%
14.3%
EPS YoY
5-point trend, +102.1%
-6.9%
Net Income YoY (Utile Netto YoY)
5-point trend, +66.8%
-9.9%

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

Metrica
Tendenza 5 anni
HURN
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +102.1%
$5.84

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

Metrica
Tendenza 5 anni
HURN
Mediana dei peer

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

COMPRA 11 analisti
  • Acquisto forte 5 45,5%
  • Compra 5 45,5%
  • Mantieni 1 9,1%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

4 analisti · 2026-08-17
Target mediano $194.00 +23,4%
Target medio $190.75 +21,3%

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

Sorpresa media
0.21%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $2.46 $2.22 0.24%
31 Marzo 2026 $1.73 $1.64 0.09%
31 Dicembre 2025 $2.17 $1.99 0.18%
30 Settembre 2025 $2.10 $1.91 0.19%
30 Giugno 2025 $1.89 $1.83 0.06%
31 Marzo 2025 $1.68 $1.18 0.50%

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
HURN 29.6 11.7% 6.2% 20.9%
AMTM $6.32B 96.1 71.6% 0.46% 1.5%
FCN $5.27B 20.7 2.4% 7.1% 14.9% 32.1%
EXPO 33.9 4.2% 18.2% 25.9%
CBZ $2.74B 27.6 52.1% 4.2% 12.9%
INOD $1.65B 55.4 47.6% 12.8% 37.7% 39.5%
TIC
ICFI $1.56B 17.2 -7.3% 4.9% 9.0%
BKSY -9.0 4.4%

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

Conto Economico 14
Dati annuali Conto Economico per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +142.2% $1.70B $1.52B $1.40B $1.16B $927M $871M $965M $878M $808M $798M $769M $702M
Cost of Revenue 8-point trend, +43.1% · · · · $662M $625M $670M $609M $455M $524M $489M $463M
SG&A Expense 12-point trend, +139.5% $318M $287M $258M $210M $178M $171M $203M $181M $175M $160M $158M $133M
Operating Expenses 12-point trend, +910.5% $1.52B $1.35B $1.27B $1.06B $874M $900M $232M $217M $474M $199M $177M $150M
Operating Income 12-point trend, +102.1% $179M $169M $125M $100M $53M $-29M $64M $52M $-207M $74M $103M $88M
Other Non-op 12-point trend, -2423.2% $-9M $11M $-22M $21M $35M $4M $4M $-8M $4M $1M $-2M $400.0K
Pretax Income 12-point trend, +68.7% $135M $154M $84M $109M $80M $-34M $52M $25M $-223M $59M $84M $80M
Income Tax 12-point trend, -9.1% $30M $37M $21M $33M $17M $-10M $11M $11M $-52M $20M $22M $33M
Net Income 12-point trend, +32.9% $105M $117M $62M $76M $63M $-24M $42M $14M $-170M $38M $59M $79M
EPS (Basic) 12-point trend, +71.0% $6.02 $6.52 $3.32 $3.73 $2.94 $-1.09 $1.90 $0.63 $-7.93 $1.78 $2.67 $3.52
EPS (Diluted) 12-point trend, +69.3% $5.84 $6.27 $3.19 $3.64 $2.89 $-1.09 $1.85 $0.62 $-7.93 $1.76 $2.61 $3.45
Shares (Basic) 12-point trend, -22.2% 17,445,000 17,894,000 18,832,000 20,249,000 21,439,000 21,882,000 21,993,000 21,706,000 21,439,000 21,084,000 22,136,000 22,431,000
Shares (Diluted) 12-point trend, -21.5% 17,991,000 18,613,000 19,601,000 20,746,000 21,809,000 21,882,000 22,507,000 22,058,000 21,439,000 21,424,000 22,600,000 22,925,000
EBITDA 12-point trend, +37.0% $211M $194M $150M $127M $79M $1M $98M $91M $-157M $121M $162M $154M
Stato Patrimoniale 24
Dati annuali Stato Patrimoniale per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -90.5% $25M $22M $12M $12M $21M $67M $12M $33M $17M $17M $58M $257M
Receivables 12-point trend, +143.8% $187M $198M $163M $148M $122M $88M $117M $110M $102M $94M $85M $76M
Prepaid Expense 11-point trend, +21.5% $34M $28M $28M $26M $15M $17M $14M $14M $11M $13M $28M ·
Current Assets 12-point trend, -7.7% $449M $409M $400M $328M $258M $231M $225M $233M $191M $180M $228M $486M
PP&E (Net) 12-point trend, -23.5% $23M $22M $24M $26M $31M $29M $38M $40M $46M $32M $29M $31M
PP&E (Gross) 12-point trend, -42.6% $71M $75M $84M $84M $94M $90M $119M $123M $116M $100M $94M $124M
Accum. Depreciation 12-point trend, -48.9% $47M $53M $61M $58M $63M $61M $80M $83M $70M $68M $65M $93M
Goodwill 12-point trend, +52.9% $787M $679M $626M $625M $621M $594M $647M $645M $646M $800M $751M $515M
Intangibles 12-point trend, +235.6% $73M $26M $18M $23M $32M $20M $32M $48M $72M $81M $95M $22M
Other Non-current Assets 12-point trend, +576.6% $135M $117M $92M $73M $68M $62M $52M $31M $25M $25M $21M $20M
Total Assets 12-point trend, +32.1% $1.53B $1.34B $1.26B $1.20B $1.12B $1.05B $1.10B $1.05B $1.04B $1.15B $1.16B $1.16B
Accounts Payable 12-point trend, +14.3% $12M $12M $10M $14M $14M $648.0K $8M $10M $9M $7M $7M $11M
Accrued Liabilities 12-point trend, +123.5% $38M $27M $33M $27M $23M $15M $19M $17M $20M $20M $24M $17M
Current Liabilities 12-point trend, +117.4% $383M $339M $303M $246M $205M $187M $205M $418M $139M $136M $131M $176M
Capital Leases 8-point trend, +24371000.00 $24M $30M $39M $46M $54M $62M $69M $0 · · · ·
Deferred Tax 12-point trend, +39.8% $37M $28M $28M $32M $12M $428.0K $8M $732.0K $1M $36M $35M $27M
Long-term Debt 12-point trend, +42.9% $510M $357M $324M $290M $233M $203M $209M $297M $343M $292M $307M $357M
Total Debt 12-point trend, +42.9% $510M $357M $324M $290M $233M $203M $209M $297M $343M $292M $312M $357M
Common Stock 12-point trend, -14.9% $205.0K $208.0K $212.0K $223.0K $239.0K $246.0K $247.0K $244.0K $241.0K $235.0K $241.0K $241.0K
Retained Earnings 12-point trend, +149.9% $637M $532M $415M $353M $277M $214M $238M $196M $180M $351M $314M $255M
Treasury Stock 12-point trend, +102.0% $190M $160M $142M $138M $136M $130M $128M $125M $122M $113M $104M $94M
AOCI 12-point trend, -132.2% $-6M $12M $23M $18M $17M $13M $15M $16M $10M $4M $4M $-3M
Stockholders' Equity 12-point trend, -12.0% $529M $561M $533M $552M $572M $552M $585M $541M $503M $648M $652M $601M
Liabilities + Equity 12-point trend, +32.1% $1.53B $1.34B $1.26B $1.20B $1.12B $1.05B $1.10B $1.05B $1.04B $1.15B $1.16B $1.16B
Flusso di cassa 16
Dati annuali Flusso di cassa per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +4.6% $32M $25M $25M $27M $26M $30M $34M $39M $50M $47M $58M $31M
Stock-based Comp 12-point trend, +131.1% $47M $45M $46M $31M $26M $24M $24M $19M $15M $17M $21M $20M
Deferred Tax 12-point trend, -9.3% $11M $3M $-6M $19M $12M $-10M $9M $11M $-54M $1M $14M $12M
Amort. of Intangibles 12-point trend, +27.0% $11M $6M $8M $11M $9M $13M $18M $24M $35M $33M $29M $9M
Restructuring 12-point trend, +225.0% $9M $10M $12M $10M $12M $21M $2M $4M $6M $10M $3M $3M
Other Non-cash 12-point trend, -152.6% $-1M $12M $8M $-67M $-109M $116M $23M $19M $259M $26M $12M $3M
Operating Cash Flow 12-point trend, +32.1% $193M $201M $135M $85M $18M $137M $132M $102M $100M $129M $168M $146M
CapEx 12-point trend, -59.7% $10M $9M $9M $13M $11M $8M $13M $9M $24M $14M $19M $26M
Investing Cash Flow 9-point trend, -13.0% $-146M $-80M $-37M $-20M $-20M $-42M $-35M $-19M $-129M · · ·
Net Debt Issued 12-point trend, -519.9% $-955M $-710M $-320M $-257M $-205M $-289M $-193M $-260M $-241M $-224M $-366M $-154M
Stock Repurchased 8-point trend, +166725000.00 $167M $123M $123M $120M $65M $27M $13M $0 · · · ·
Net Stock Activity 6-point trend, -514.3% $-167M $-123M $-123M $-120M $-65M $-27M · · · · · ·
Financing Cash Flow 9-point trend, -256.2% $-45M $-112M $-98M $-74M $-44M $-40M $-119M $-67M $29M · · ·
Net Change in Cash 12-point trend, -98.7% $3M $10M $315.0K $-9M $-46M $56M $-22M $16M $-118.0K $-41M $-198M $199M
Taxes Paid 3-point trend, -19.3% $27M $30M $34M · · · · · · · · ·
Free Cash Flow 12-point trend, +51.8% $183M $193M $126M $73M $7M $129M $119M $93M $75M $114M $146M $121M
Redditività 7
Dati annuali Redditività per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -24.0% 10.5% 11.1% 9.0% 8.6% 5.7% -3.3% 6.6% 5.9% -25.7% 9.3% 13.5% 13.8%
Net Margin 12-point trend, -30.5% 6.2% 7.7% 4.5% 6.5% 6.8% -2.7% 4.3% 1.6% -21.1% 4.7% 7.7% 8.9%
Pretax Margin 12-point trend, -38.3% 8.0% 10.1% 6.0% 9.4% 8.6% -3.9% 5.4% 2.9% -27.6% 7.4% 10.9% 12.9%
EBITDA Margin 12-point trend, -28.3% 12.4% 12.8% 10.7% 11.0% 8.5% 0.16% 10.2% 10.4% -19.5% 15.2% 21.0% 17.3%
ROA 12-point trend, -5.4% 7.3% 8.9% 5.1% 6.5% 5.8% -2.2% 3.9% 1.3% -15.5% 3.2% 5.1% 7.7%
ROE 12-point trend, +49.7% 20.9% 21.5% 11.5% 13.6% 11.4% -4.3% 7.1% 2.5% -29.5% 5.8% 9.4% 14.0%
ROIC 12-point trend, +50.9% 13.4% 13.9% 10.9% 8.2% 5.2% -2.7% 6.4% 3.4% -18.8% 5.3% 8.0% 8.9%
Liquidità e Solvibilità 4
Dati annuali Liquidità e Solvibilità per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -57.6% 1.2 1.2 1.3 1.3 1.3 1.2 1.1 0.6 1.4 1.3 1.7 2.8
Quick Ratio 12-point trend, -72.7% 0.6 0.6 0.6 0.7 0.7 0.8 0.6 0.3 0.9 0.8 1.1 2.0
Debt / Equity 12-point trend, +62.4% 1.0 0.6 0.6 0.5 0.4 0.4 0.4 0.5 0.7 0.5 0.5 0.6
LT Debt / Equity 12-point trend, +69.7% 0.9 0.6 0.6 0.5 0.4 0.4 0.4 0.1 0.7 0.5 0.5 0.5
Efficienza 2
Dati annuali Efficienza per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +35.9% 1.2 1.2 1.1 1.0 0.9 0.8 0.9 0.8 0.7 0.7 0.7 0.9
Receivables Turnover 12-point trend, +10.6% 8.8 8.4 9.0 8.6 8.8 8.6 8.5 8.3 8.2 8.9 9.5 8.0
Per Azione 3
Dati annuali Per Azione per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +143.5% $94.44 $81.76 $71.36 $55.86 $42.50 $39.80 $42.90 $39.80 $37.68 $37.25 $34.03 $38.79
Cash Flow / Share 12-point trend, +68.3% $10.75 $10.82 $6.90 $4.12 $0.82 $6.25 $5.87 $4.61 $4.65 $5.99 $7.27 $6.39
EPS (TTM) 12-point trend, +69.3% $5.84 $6.27 $3.19 $3.64 $2.89 $-1.09 $1.85 $0.62 $-7.93 $1.76 $2.61 $3.45
Tassi di Crescita 7
Dati annuali Tassi di Crescita per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +81.5% 11.7% 8.8% 20.7% 25.0% 6.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -20.5% 13.6% 18.0% 17.1% · · · · · · · · ·
Revenue CAGR 5Y 14.3% · · · · · · · · · · ·
EPS YoY 4-point trend, -126.4% -6.9% 96.5% -12.4% 25.9% · · · · · · · ·
EPS CAGR 3Y 2-point trend, -42.1% 17.1% 29.5% · · · · · · · · · ·
Net Income YoY 4-point trend, -149.8% -9.9% 86.7% -17.3% 20.0% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, -49.1% 11.6% 22.8% · · · · · · · · · ·
Valutazione (TTM) 4
Dati annuali Valutazione (TTM) per HURN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +142.2% $1.70B $1.52B $1.40B $1.16B $927M $871M $965M $878M $808M $798M $769M $702M
Net Income TTM 12-point trend, +32.9% $105M $117M $62M $76M $63M $-24M $42M $14M $-170M $38M $59M $79M
P/E 12-point trend, +49.4% 29.6 19.8 32.2 19.9 17.3 -54.1 37.1 82.8 -5.1 28.8 22.8 19.8
Earnings Yield 12-point trend, -32.9% 3.4% 5.1% 3.1% 5.0% 5.8% -1.8% 2.7% 1.2% -19.6% 3.5% 4.4% 5.0%

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 $1.70B$1.52B$1.40B$1.16B$927M
Margine Operativo % 10.5%11.1%9.0%8.6%5.7%
Utile netto $105M$117M$62M$76M$63M
EPS Diluito $5.84$6.27$3.19$3.64$2.89
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 1.00.60.60.50.4
Rapporto corrente 1.21.21.31.31.3
Quick Ratio 0.60.60.60.70.7
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $183M$193M$126M$73M$7M

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Proprietari istituzionali (13F) 275 filer · $1.0B 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
39 (-14 vs trimestre precedente) 69 (+13 vs trimestre precedente) 87 (-5 vs trimestre precedente) 81 (-17 vs trimestre precedente) +173K

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
FIDUCIARY MANAGEMENT INC /WI/ $116.604.289 1.293.304 11,62% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $63.899.728 708.737 6,37% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $62.482.142 693.014 6,23% Azioni
DIMENSIONAL FUND ADVISORS LP $57.108.967 633.418 5,69% Azioni
PRINCIPAL FINANCIAL GROUP INC $55.232.827 612.609 5,50% Azioni
Boston Partners $45.169.364 491.335 4,50% Azioni
BloombergSen Inc. $44.995.159 499.059 4,48% Azioni
FMR LLC $43.786.655 485.655 4,36% Azioni
STATE STREET CORP $38.117.574 422.777 3,80% Azioni
GEODE CAPITAL MANAGEMENT, LLC $33.704.664 373.765 3,36% Azioni
JENNISON ASSOCIATES LLC $29.413.077 326.232 2,93% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $27.304.000 302.844 2,72% Azioni
Sunriver Management LLC $21.247.376 235.663 2,12% Azioni
Invenomic Capital Management LP $19.841.782 220.073 1,98% Azioni
Aristotle Capital Boston, LLC $19.612.602 217.531 1,95% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $16.390.186 181.790 1,63% Azioni
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15.359.477 170.358 1,53% Azioni
Leeward Investments, LLC - MA $14.648.476 162.472 1,46% Azioni
Rockefeller Capital Management L.P. $13.556.367 150.359 1,35% Azioni
GOLDMAN SACHS GROUP INC $12.497.889 138.619 1,25% Azioni
LOOMIS SAYLES & CO L P $11.645.697 129.167 1,16% Azioni
VANGUARD FIDUCIARY TRUST CO $9.965.745 110.534 0,99% Azioni
Ninety One UK Ltd $8.933.953 99.090 0,89% Azioni
CONGRESS ASSET MANAGEMENT CO $8.560.241 94.945 0,85% Azioni
RENAISSANCE GROUP LLC $7.989.709 88.617 0,80% Azioni
Asset Management One Co., Ltd. $7.547.663 59.202 0,75% Azioni
BARCLAYS PLC $6.052.711 67.133 0,60% Azioni
ENVESTNET ASSET MANAGEMENT INC $5.704.937 63.276 0,57% Azioni
WOLVERINE TRADING, LLC $5.582.500 38.500 0,56% Opzione Put
JANE STREET GROUP, LLC $5.545.381 61.506 0,55% Azioni
XTX Topco Ltd $5.319.530 59.001 0,53% Azioni
UBS Group AG $4.582.833 50.830 0,46% Azioni
Hillsdale Investment Management Inc. $4.548.572 50.450 0,45% Azioni
Qube Research & Technologies Ltd $4.530.810 50.253 0,45% Azioni
BANK OF AMERICA CORP /DE/ $4.523.146 50.168 0,45% Azioni
SG Capital Management LLC $3.730.550 41.377 0,37% Azioni
Quantinno Capital Management LP $3.598.827 39.916 0,36% Azioni
Squarepoint Ops LLC $3.432.842 38.075 0,34% Azioni
AMERICAN CENTURY COMPANIES INC $3.294.987 36.546 0,33% Azioni
Emerald Investment Advisers, LLC $3.069.137 34.041 0,31% Azioni
IEQ CAPITAL, LLC $3.025.499 33.557 0,30% Azioni
Swiss National Bank $3.002.328 33.300 0,30% Azioni
Quadrature Capital Ltd $2.944.626 32.660 0,29% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $2.842.024 31.522 0,28% Azioni
Corient Private Wealth LP $2.816.237 31.236 0,28% Azioni
ExodusPoint Capital Management, LP $2.716.972 30.135 0,27% Azioni
MORGAN STANLEY $2.712.644 30.087 0,27% Azioni
JANE STREET GROUP, LLC $2.695.784 29.900 0,27% Opzione Call
FIRST TRUST ADVISORS LP $2.683.882 29.768 0,27% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2.628.971 20.621 0,26% Azioni
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $2.577.314 28.586 0,26% Azioni
CITADEL ADVISORS LLC $2.524.480 28.000 0,25% Opzione Call
VICTORY CAPITAL MANAGEMENT INC $2.398.978 26.608 0,24% Azioni
Edgestream Partners, L.P. $2.391.855 26.529 0,24% Azioni
ALLIANCEBERNSTEIN L.P. $2.349.641 18.430 0,23% Azioni
DARK FOREST CAPITAL MANAGEMENT LP $2.315.399 25.681 0,23% Azioni
ISTHMUS PARTNERS, LLC $2.306.744 25.585 0,23% Azioni
Numerai GP LLC $2.292.679 25.429 0,23% Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP $2.259.089 23.643 0,23% Azioni
Redwood Investments, LLC $2.066.397 14.405 0,21% Azioni
AMERIPRISE FINANCIAL INC $2.039.238 22.618 0,20% Azioni
CITADEL ADVISORS LLC $2.019.584 22.400 0,20% Opzione Put
RHUMBLINE ADVISERS $1.959.163 21.730 0,20% Azioni
Bank of New York Mellon Corp $1.950.882 21.638 0,19% Azioni
S&T Bank/PA $1.886.147 20.920 0,19% Azioni
BlackRock, Inc. $1.824.478 20.236 0,18% Azioni
RICE HALL JAMES & ASSOCIATES, LLC $1.809.601 20.071 0,18% Azioni
Redwood Grove Capital, LLC $1.731.072 19.200 0,17% Azioni
ALGERT GLOBAL LLC $1.655.338 18.360 0,16% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.595.832 17.700 0,16% Opzione Put
PRUDENTIAL FINANCIAL INC $1.595.652 17.698 0,16% Azioni
Pacific Ridge Capital Partners, LLC $1.472.223 16.329 0,15% Azioni
CAPITAL FUND MANAGEMENT S.A. $1.460.411 16.198 0,15% Azioni
OAK RIDGE INVESTMENTS LLC $1.444.093 16.017 0,14% Azioni
WELLS FARGO & COMPANY/MN $1.409.471 15.633 0,14% Azioni
NORDEA INVESTMENT MANAGEMENT AB $1.407.786 15.144 0,14% Azioni
AlphaQuest LLC $1.403.510 8.117 0,14% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $1.395.587 15.479 0,14% Azioni
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1.358.260 15.065 0,14% Azioni
DIVERSIFIED MANAGEMENT INC $1.312.510 10.295 0,13% Azioni
Freestone Grove Partners LP $1.253.855 13.907 0,12% Azioni
VANGUARD GROUP INC $1.157.287 6.693 0,12% Azioni
JANE STREET GROUP, LLC $1.136.016 12.600 0,11% Opzione Put
OP Asset Management Ltd $1.108.337 12.293 0,11% Azioni
WOLVERINE TRADING, LLC $1.083.440 7.472 0,11% Azioni
BURNEY CO/ $1.067.765 11.843 0,11% Azioni
JANUS HENDERSON GROUP PLC $1.062.950 8.330 0,11% Azioni
SEI INVESTMENTS CO $1.004.440 11.147 0,10% Azioni
CITIGROUP INC $968.138 10.738 0,10% Azioni
D. E. Shaw & Co., Inc. $944.967 10.481 0,09% Azioni
GREAT LAKES ADVISORS, LLC $934.869 10.369 0,09% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $903.944 10.026 0,09% Azioni
MetLife Investment Management, LLC $900.428 9.987 0,09% Azioni
MARSHALL WACE, LLP $888.077 9.850 0,09% Azioni
Sendero Wealth Management, LLC $863.553 9.578 0,09% Azioni
Aquatic Capital Management LLC $858.233 9.519 0,09% Azioni
CITADEL ADVISORS LLC $851.201 9.441 0,08% Azioni
Moran Wealth Management, LLC $846.873 9.393 0,08% Azioni
LPL Financial LLC $769.786 8.538 0,08% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $766.540 8.502 0,08% Azioni

Insider aziendali 34 insider · 14 dirigenti · 9 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Mark C. Hussey CEO and President 29 Luglio 2026 S 74.399 0 12 $-3.986.172
Gary E Holdren Chairman & CEO 01 Luglio 2009 S 526.619 0 0 $0
Gary L Burge VP, CFO and Treasurer 01 Luglio 2009 S 97.693 0 0 $0
David M. Shade President and COO 24 Febbraio 2011 F 110.677 0 0 $0
Broadhurst Daniel P Chief Operating Officer 13 Ottobre 2008 S 105.481 0 0 $0
Kyle Featherstone Chief Acct Officer, Controller 31 Luglio 2026 S 1.050 0 1 $-70.076
Diane E. Ratekin EVP, Gen. Counsel, & Corp.Sec. 15 Marzo 2018 F 31.556 0 0 $0
Ellen Wong Controller 01 Marzo 2018 F 2.998 0 0 $0
Thomas W Burns Corporate VP and Controller 01 Marzo 2012 F 1.665 0 0 $0
Natalia Delgado Corporate Secretary 01 Marzo 2011 F 46.559 0 0 $0
Mary M Sawall VP, Human Resources 01 Marzo 2011 F 49.381 0 0 $0
Wayne E Lipski Controller and Asst. Treasurer 01 Marzo 2009 A 17.615 0 0 $0
Susan G Gallagher VP of Sales and Marketing 01 Luglio 2006 A 19.997 0 0 $0
Stanley N Logan VP, Strategy & Business Dev. 01 Luglio 2006 A 40.000 0 0 $0
Debra Zumwalt Direttore 14 Agosto 2026 S 27.119 0 5 $-159.270
Thomas L Richards Direttore 01 Agosto 2026 A 593 0 0 $0
Shoshana Vernick Direttore 01 Luglio 2026 A 934 0 0 $0
George Massaro Direttore 02 Luglio 2018 S 21.326 0 0 $0
James D Edwards Direttore 02 Luglio 2018 S 25.106 0 0 $0
John S Moody Direttore 02 Luglio 2018 S 22.790 0 0 $0
Dubose Ausley Direttore 01 Aprile 2015 S 23.520 0 0 $0
Hugh E Sawyer III 11 Agosto 2026 S 20.490 0 9 $-732.526
Joy Brown 22 Maggio 2026 S 8.575 0 3 $-191.231
Ekta Singh-Bushell 11 Maggio 2026 S 13.646 0 5 $-287.056
Markell Peter Kenneth 08 Maggio 2026 A 14.271 0 0 $0
Eugene H Lockhart 08 Maggio 2026 A 9.662 0 0 $0
John Mccartney 08 Maggio 2026 A 41.817 0 11 $-1.724.809
Hope Calder-Katz 01 Aprile 2026 F 5.078 0 0 $0
James Ronald Dail 01 Marzo 2026 A 39.042 0 11 $-1.773.743
John D. Kelly 01 Marzo 2026 A 82.973 0 0 $0
James H Roth 01 Marzo 2026 A 34.154 0 16 $-1.565.529
Ernest W. Torain Jr. 07 Marzo 2024 S 15.050 0 0 $0
James K Rojas 31 Dicembre 2012 F 62.778 0 0 $0
Deborah A Bricker 08 Novembre 2005 D 9.600 0 0 $0

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

Attivisti e proprietari del 5%+ 1 partecipazione

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
Gary E. Holdren ×2 depositi 20 Marzo 2007 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 63 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
SAWS · ETF Series Solutions 1,35% 727 NS 30 Aprile 2026 N-PORT
JSML · Janus Detroit Street Trust 0,65% 15.645 NS 30 Aprile 2026 N-PORT
HAPS · Harbor ETF Trust 0,63% 7.617 NS 30 Aprile 2026 N-PORT
JSMD · Janus Detroit Street Trust 0,39% 29.210 NS 30 Aprile 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0,23% 18.317 NS 30 Aprile 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,20% 1.833 NS 31 Maggio 2026 N-PORT
FSCC · Federated Hermes ETF Trust 0,15% 3.848 NS 31 Maggio 2026 N-PORT
ESSC · Strategy Shares 0,14% 267 NS 30 Aprile 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,13% 34.254 NS 31 Maggio 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,13% 33.203 NS 30 Giugno 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 6.574 NS 30 Aprile 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,10% 612 NS 30 Aprile 2026 N-PORT
EBIT · Harbor ETF Trust 0,08% 71 NS 30 Aprile 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,07% 12.322 NS 30 Aprile 2026 N-PORT
RSSL · Global X Funds 0,07% 7.363 NS 30 Aprile 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,06% 5.433 NS 30 Aprile 2026 N-PORT
DFAS · Dimensional ETF Trust 0,05% 54.528 NS 30 Aprile 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,05% 1.709 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,05% 803 NS 31 Maggio 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,05% 4.187 NS 31 Maggio 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,04% 33.303 NS 31 Maggio 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,04% 76.532 NS 31 Maggio 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,03% 5.120 NS 30 Aprile 2026 N-PORT
UWM · ProShares Trust 0,03% 628 NS 31 Maggio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,03% 822 NS 30 Aprile 2026 N-PORT
URTY · ProShares Trust 0,02% 633 NS 31 Maggio 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 2.516 NS 30 Aprile 2026 N-PORT
DFUV · Dimensional ETF Trust 0,01% 14.695 NS 30 Aprile 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 39.690 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 2.529 NS 30 Aprile 2026 N-PORT
SFGV · EA Series Trust 0,01% 1.240 NS 29 Maggio 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 656 NS 31 Maggio 2026 N-PORT
HDG · ProShares Trust 0,01% 16 NS 31 Maggio 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 5.823 NS 31 Maggio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 3.916 NS 30 Aprile 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 5.015 NS 30 Aprile 2026 N-PORT
TILT · FlexShares Trust 0,00% 489 NS 30 Aprile 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,00% 350 NS 31 Maggio 2026 N-PORT
EBI · RBB Fund Trust 0,00% 137 NS 31 Maggio 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 9.000 NS 31 Maggio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VBK · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VBR · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VFQY · VANGUARD WELLINGTON FUND 30 Luglio 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 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