HWKN Hawkins, Inc. - Common Stock

NASDAQ · Chemicals · Visualizza su SEC EDGAR ↗
$125,26
Prezzo · Ago 19, 2026
Fondamentali al Lug 29, 2026

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

Prezzo
$125.26
Capitalizzazione di Mercato
$2.60B
P/E (TTM)
32.0
EPS (TTM)
$3.91
Ricavi (TTM)
$1.08B
Rendimento div.
0.61%
ROE
15.7%
D/E Debito/Patrimonio
0.5
Intervallo 52 sett.
$118 – $186

HWKN 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 $1.08B
10-point trend, +124.1%
2017-04-02 2026-03-29
EPS $3.91
10-point trend, +83.6%
2017-04-02 2026-03-29
Flusso di cassa libero $86M
10-point trend, +270.4%
2017-04-02 2026-03-29
Margini 7.5%
10-point trend, +11.5%
2017-04-02 2026-03-29

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

Metrica
Tendenza 5 anni
HWKN
Mediana dei peer
P/E (TTM)
5-point trend, +107.7%
32.0
12.9
P/S (TTM)
5-point trend, +136.3%
2.4
0.5
P/B
5-point trend, +87.4%
4.9
1.2
EV / EBITDA
5-point trend, +73.0%
16.3
Price / FCF (Prezzo / FCF)
5-point trend, -45.0%
30.2

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

Metrica
Tendenza 5 anni
HWKN
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +19.5%
22.6%
10.8%
Operating Margin (Margine Operativo)
5-point trend, +21.8%
11.2%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, +13.1%
7.5%
0.25%
ROA
5-point trend, -6.3%
9.3%
0.25%
ROE
5-point trend, -9.7%
15.7%
-1.9%
ROIC
5-point trend, -5.1%
11.6%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
HWKN
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, +10.1%
0.5
54.9
Current Ratio (Rapporto corrente)
5-point trend, -1.6%
2.2
2.3
Quick Ratio
5-point trend, +10.1%
1.4

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

Metrica
Tendenza 5 anni
HWKN
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +39.9%
11.2%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +39.9%
5.0%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +39.9%
12.7%
EPS YoY
5-point trend, +60.2%
-3.0%
Net Income YoY (Utile Netto YoY)
5-point trend, +58.2%
-3.3%

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

Metrica
Tendenza 5 anni
HWKN
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +60.2%
$3.91

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

Metrica
Tendenza 5 anni
HWKN
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, -10.4%
19.2%

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

Dividend Yield
0.61%
Rapporto di Distribuzione Utili
19.2%
CAGR Dividendi 5Y
Data ex-dividendoImporto
14 Agosto 2026$0,2000
29 Maggio 2026$0,1900
13 Febbraio 2026$0,1900
14 Novembre 2025$0,1900
15 Agosto 2025$0,1900
30 Maggio 2025$0,1800
14 Febbraio 2025$0,1800
15 Novembre 2024$0,1800
16 Agosto 2024$0,1800
31 Maggio 2024$0,1600
15 Febbraio 2024$0,1600
16 Novembre 2023$0,1600
17 Agosto 2023$0,1600
01 Giugno 2023$0,1500
16 Febbraio 2023$0,1500
17 Novembre 2022$0,1400
18 Agosto 2022$0,1400
02 Giugno 2022$0,1400
17 Febbraio 2022$0,1400
04 Novembre 2021$0,1300

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

COMPRA 10 analisti
  • Acquisto forte 2 20,0%
  • Compra 5 50,0%
  • Mantieni 3 30,0%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

4 analisti · 2026-08-18
Target mediano $177.50 +41,7%
Target medio $174.25 +39,1%

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

Sorpresa media
-0.04%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $1.35 $1.42 -0.07%
31 Marzo 2026 $0.74 $0.78 -0.04%
31 Dicembre 2025 $0.69 $0.76 -0.07%
30 Settembre 2025 $1.08 $1.24 -0.16%
30 Giugno 2025 $1.40 $1.35 0.05%
31 Marzo 2025 $0.78 $0.75 0.03%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
HWKN $3.16B 38.9 11.2% 7.5% 15.7% 22.6%
DOW -6.3 -7.0% -6.1% -14.9%
WLK -6.3 -8.0% -13.5% -15.6% 7.3%
CBT $4.02B 12.6 -7.0% 8.9% 22.2% 25.3%
OLN $2.37B -23.7 3.7% -1.5% -5.2% 7.4%
PCT
KRO $508M -4.6 -1.5% -6.0% -13.9% 11.5%
TROX $661M -1.4 -5.7% -16.2% -29.6% 9.3%
KOP $527M 9.9 -10.2% 3.0% 10.5%
WLKP 2.7% 4.2% 29.8%
MATV $664M -2.0 0.30% -17.0% -73.7% 18.3%

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

Conto Economico 14
Dati annuali Conto Economico per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue 12-point trend, +197.7% $1.08B $974M $919M $935M $775M $597M $540M $556M $504M $484M $414M $364M
Cost of Revenue 12-point trend, +181.2% $839M $749M $726M $770M $628M $473M $439M $460M $417M $386M $334M $298M
Gross Profit 12-point trend, +272.5% $245M $226M $194M $165M $147M $124M $101M $96M $87M $98M $80M $66M
SG&A Expense 12-point trend, +249.9% $124M $106M $90M $77M $75M $68M $59M $59M $59M $59M $49M $35M
Operating Income 12-point trend, +298.8% $121M $119M $104M $88M $71M $56M $42M $37M $-12M $39M $31M $30M
Other Non-op 10-point trend, +1554000.00 $2M $641.0K $1M $-334.0K $189.0K $1M $-204.0K $73.0K $91.0K $0 · ·
Pretax Income 12-point trend, +259.0% $109M $114M $101M $83M $70M $56M $39M $34M $-15M $36M $30M $30M
Income Tax 12-point trend, +147.3% $28M $30M $26M $23M $18M $15M $11M $9M $-6M $13M $12M $11M
Net Income 12-point trend, +324.4% $82M $84M $75M $60M $52M $41M $28M $24M $-9M $23M $18M $19M
EPS (Basic) 12-point trend, +115.9% $3.93 $4.05 $3.61 $2.88 $2.46 $1.95 $1.34 $1.15 $-0.87 $2.14 $1.72 $1.82
EPS (Diluted) 12-point trend, +116.0% $3.91 $4.03 $3.59 $2.86 $2.44 $1.93 $1.33 $1.14 $-0.86 $2.13 $1.72 $1.81
Shares (Basic) 12-point trend, +96.2% 20,736,815 20,803,872 20,864,348 20,848,077 20,947,234 21,024,344 21,159,978 21,309,774 10,607,422 10,536,347 10,524,730 10,568,582
Shares (Diluted) 12-point trend, +96.2% 20,861,860 20,936,502 21,014,326 21,014,905 21,135,258 21,260,296 21,308,800 21,452,352 10,643,719 10,596,110 10,578,042 10,633,554
EBITDA 11-point trend, +272.4% $174M $159M $136M $116M $95M $79M $63M $59M $11M $60M $47M ·
Stato Patrimoniale 27
Dati annuali Stato Patrimoniale per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
Cash & Equivalents 12-point trend, -79.0% $4M $5M $7M $8M $3M $3M $4M $9M $5M $7M $20M $19M
Short-term Investments · · · · · · · · · · · $14M
Receivables 12-point trend, +246.4% $140M $132M $114M $129M $123M $91M $67M $64M $64M $57M $59M $40M
Inventory 12-point trend, +111.2% $78M $84M $75M $89M $95M $64M $54M $60M $60M $51M $48M $37M
Prepaid Expense 12-point trend, +208.2% $10M $7M $7M $6M $6M $6M $5M $5M $4M $4M $4M $3M
Current Assets 12-point trend, +102.4% $231M $231M $203M $232M $228M $163M $131M $139M $135M $121M $137M $114M
PP&E (Net) 12-point trend, +184.1% $266M $225M $209M $186M $162M $145M $126M $119M $124M $122M $116M $94M
PP&E (Gross) 12-point trend, +183.4% $490M $421M $387M $345M $304M $300M $267M $245M $238M $222M $205M $173M
Accum. Depreciation 12-point trend, +182.6% $223M $196M $178M $159M $142M $156M $141M $126M $114M $100M $89M $79M
Goodwill 12-point trend, +1798.2% $223M $135M $103M $77M $77M $71M $58M $58M $58M $98M $98M $12M
Intangibles 12-point trend, +1987.9% $233M $150M $117M $73M $80M $76M $61M $66M $71M $77M $83M $11M
Other Non-current Assets 12-point trend, +1150.2% $3M $4M $5M $5M $3M $487.0K $4M $3M $3M $2M $2M $239.0K
Total Assets 12-point trend, +297.0% $986M $770M $658M $591M $567M $473M $389M $386M $391M $419M $436M $248M
Accounts Payable 12-point trend, +197.9% $60M $61M $56M $54M $67M $37M $34M $29M $33M $30M $30M $20M
Current Liabilities 12-point trend, +188.5% $105M $97M $103M $91M $101M $70M $62M $55M $61M $56M $60M $36M
Capital Leases 8-point trend, +14457000.00 $14M $11M $10M $9M $9M $10M $8M $0 · · · ·
Deferred Tax 12-point trend, +151.7% $25M $22M $22M $24M $23M $24M $25M $27M $27M $42M $42M $10M
Other Non-current Liabilities 12-point trend, -14.4% $1M $1M $1M $2M $2M $1M $1M $6M $4M $2M $4M $2M
Total Liabilities 12-point trend, +729.9% $452M $310M $252M $241M $265M $207M $156M $168M $189M $201M $236M $54M
Long-term Debt 12-point trend, +244000000.00 $244M $149M $99M $112M $126M $99M $60M $85M $101M $103M $130M $0
Total Debt 11-point trend, +89.0% $244M $149M $99M $112M $126M $99M $60M $85M $101M $103M $129M ·
Common Stock 12-point trend, -60.6% $208.0K $207.0K $208.0K $209.0K $209.0K $210.0K $211.0K $530.0K $532.0K $529.0K $526.0K $528.0K
Retained Earnings 12-point trend, +250.8% $500M $434M $365M $302M $254M $214M $183M $164M $147M $166M $152M $143M
AOCI 12-point trend, +3165.6% $981.0K $2M $3M $3M $1M $0 $-79.0K $317.0K $596.0K $298.0K $-5.0K $-32.0K
Stockholders' Equity 12-point trend, +175.3% $534M $460M $406M $350M $303M $265M $233M $218M $202M $218M $201M $194M
Liabilities + Equity 12-point trend, +297.0% $986M $770M $658M $591M $567M $473M $389M $386M $391M $419M $436M $248M
Shares Outstanding 12-point trend, +96.4% 20,752,138 20,684,621 20,790,261 20,850,454 20,889,777 20,969,746 21,024,458 10,592,450 10,631,992 10,582,596 10,512,471 10,564,949
Flusso di cassa 15
Dati annuali Flusso di cassa per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
D&A 12-point trend, +303.7% $53M $40M $32M $27M $24M $23M $22M $22M $22M $21M $16M $13M
Stock-based Comp 12-point trend, +425.6% $9M $6M $5M $4M $4M $3M $2M $2M $1M $2M $2M $2M
Deferred Tax 12-point trend, +830.4% $3M $461.0K $-1M $-232.0K $-2M $-689.0K $-1M $-607.0K $-15M $-525.0K $1M $-418.0K
Amort. of Intangibles 12-point trend, +2266.7% $21M $13M $8M $7M $6M $6M $5M $6M $6M $6M $2M $900.0K
Other Non-cash 11-point trend, -968.5% $-1M $-20M $49M $-14M $-35M $-23M $8M $398.0K $28M $-177.0K $-130.0K ·
Operating Cash Flow 12-point trend, +598.4% $144M $111M $159M $77M $43M $44M $59M $48M $27M $45M $36M $21M
CapEx 12-point trend, +300.2% $58M $41M $40M $48M $29M $21M $25M $13M $20M $22M $24M $15M
Investing Cash Flow 12-point trend, -748.2% $-224M $-128M $-123M $-41M $-50M $-71M $-24M $-12M $-19M $-23M $-151M $-26M
Stock Issued 12-point trend, +207.7% $3M $3M $2M $2M $2M $2M $1M $1M $1M $1M $1M $988.0K
Net Stock Activity 11-point trend, +181.2% $3M $3M $2M $2M $2M $2M $1M $1M $1M $1M $1M ·
Dividends Paid 12-point trend, +99.3% $16M $15M $13M $12M $11M $10M $10M $12M $9M $9M $8M $8M
Financing Cash Flow 12-point trend, +964.4% $79M $15M $-37M $-32M $7M $26M $-40M $-31M $-10M $-35M $116M $-9M
Net Change in Cash 7-point trend, +91.4% · · · · · $-1M $-5M $4M $-2M $-13M $1M $-15M
Taxes Paid 12-point trend, +64.4% $23M $34M $29M $19M $20M $16M $11M $8M $10M $13M $12M $14M
Free Cash Flow 11-point trend, +608.5% $86M $70M $119M $29M $14M $23M $34M $35M $8M $23M $12M ·
Redditività 8
Dati annuali Redditività per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
Gross Margin 11-point trend, +16.6% 22.6% 23.2% 21.1% 17.7% 18.9% 20.7% 18.7% 17.2% 17.2% 20.3% 19.4% ·
Operating Margin 11-point trend, +48.6% 11.2% 12.2% 11.3% 9.4% 9.2% 9.4% 7.7% 6.6% -2.3% 8.0% 7.5% ·
Net Margin 11-point trend, +71.7% 7.5% 8.7% 8.2% 6.4% 6.7% 6.9% 5.2% 4.4% -1.8% 4.7% 4.4% ·
Pretax Margin 11-point trend, +37.5% 10.1% 11.7% 11.0% 8.8% 9.0% 9.4% 7.2% 6.0% -3.0% 7.4% 7.3% ·
EBITDA Margin 11-point trend, +42.2% 16.0% 16.3% 14.8% 12.4% 12.3% 13.2% 11.7% 10.5% 2.1% 12.3% 11.3% ·
ROA 11-point trend, +75.3% 9.3% 11.8% 12.1% 10.4% 9.9% 9.5% 7.3% 6.3% -2.3% 5.3% 5.3% ·
ROE 11-point trend, +70.5% 15.7% 18.4% 18.9% 17.4% 17.3% 15.7% 12.2% 11.2% -4.4% 10.8% 9.2% ·
ROIC 11-point trend, +106.2% 11.6% 14.4% 15.4% 13.9% 12.2% 11.3% 10.3% 8.9% -2.4% 7.5% 5.6% ·
Liquidità e Solvibilità 4
Dati annuali Liquidità e Solvibilità per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
Current Ratio 11-point trend, -3.9% 2.2 2.2 2.0 2.6 2.2 2.3 2.1 2.5 2.2 2.2 2.3 ·
Quick Ratio 11-point trend, +3.3% 1.4 1.3 1.2 1.5 1.2 1.3 1.2 1.3 1.1 1.2 1.3 ·
Debt / Equity 11-point trend, -28.9% 0.5 0.3 0.2 0.3 0.4 0.4 0.3 0.4 0.5 0.5 0.6 ·
LT Debt / Equity 11-point trend, -25.7% 0.5 0.3 0.2 0.3 0.4 0.3 0.2 0.3 0.4 0.4 0.6 ·
Efficienza 3
Dati annuali Efficienza per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
Asset Turnover 11-point trend, +2.1% 1.2 1.4 1.5 1.6 1.5 1.4 1.4 1.4 1.2 1.1 1.2 ·
Inventory Turnover 11-point trend, +31.7% 10.4 9.5 8.9 8.4 7.9 8.0 7.6 7.7 7.5 7.8 7.9 ·
Receivables Turnover 11-point trend, -4.0% 8.0 7.9 7.5 7.4 7.3 7.6 8.2 8.7 8.3 8.3 8.3 ·
Per Azione 6
Dati annuali Per Azione per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
Book Value / Share 11-point trend, +34.6% $25.73 $22.25 $19.53 $16.79 $14.49 $12.65 $22.21 $20.57 $19.02 $20.58 $19.12 ·
Revenue / Share 11-point trend, +32.7% $51.95 $46.54 $43.74 $44.50 $36.65 $28.07 $50.70 $51.87 $47.37 $45.64 $39.14 ·
Cash Flow / Share 11-point trend, +101.4% $6.92 $5.31 $7.59 $3.68 $2.03 $2.06 $5.53 $4.47 $2.57 $4.23 $3.43 ·
Cash / Share 11-point trend, -90.1% $0.19 $0.25 $0.34 $0.36 $0.17 $0.14 $0.41 $0.87 $0.47 $0.65 $1.90 ·
Dividend / Share 12-point trend, -1.3% $1 $1 $1 $1 $1 $0 $0 $0 $1 $1 $1 $1
EPS (TTM) 12-point trend, +116.0% $3.91 $4.03 $3.59 $2.86 $2.44 $1.93 $1.33 $1.14 $-0.86 $2.13 $1.72 $1.81
Tassi di Crescita 10
Dati annuali Tassi di Crescita per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -62.3% 11.2% 6.0% -1.7% 20.7% 29.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -67.4% 5.0% 8.0% 15.5% · · · · · · · · ·
Revenue CAGR 5Y 12.7% · · · · · · · · · · ·
EPS YoY 5-point trend, -111.3% -3.0% 12.3% 25.5% 17.2% 26.4% · · · · · · ·
EPS CAGR 3Y 3-point trend, -52.2% 11.0% 18.2% 23.0% · · · · · · · · ·
EPS CAGR 5Y 15.2% · · · · · · · · · · ·
Net Income YoY 5-point trend, -112.9% -3.3% 11.9% 25.5% 16.5% 25.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -52.3% 10.7% 17.8% 22.5% · · · · · · · · ·
Net Income CAGR 5Y 14.8% · · · · · · · · · · ·
Dividend CAGR 5Y 9.3% · · · · · · · · · · ·
Valutazione (TTM) 17
Dati annuali Valutazione (TTM) per HWKN
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue TTM 12-point trend, +197.7% $1.08B $974M $919M $935M $775M $597M $540M $556M $504M $484M $414M $364M
Net Income TTM 12-point trend, +324.4% $82M $84M $75M $60M $52M $41M $28M $24M $-9M $23M $18M $19M
Market Cap 11-point trend, +1516.6% $3.16B $2.20B $1.60B $913M $955M $702M $175M $195M $187M $259M $195M ·
Enterprise Value 11-point trend, +1016.1% $3.40B $2.34B $1.69B $1.02B $1.08B $798M $230M $270M $282M $355M $304M ·
P/E 12-point trend, +271.6% 38.9 26.3 21.4 15.3 18.7 17.3 12.5 16.2 -20.4 11.5 10.8 10.5
P/S 11-point trend, +517.6% 2.9 2.3 1.7 1.0 1.2 1.2 0.3 0.4 0.4 0.5 0.5 ·
P/B 11-point trend, +508.4% 5.9 4.8 3.9 2.6 3.2 2.6 0.7 0.9 0.9 1.2 1.0 ·
P / Tangible Book 6-point trend, +580.6% 40.4 12.6 8.6 4.6 6.6 5.9 · · · · · ·
P / Cash Flow 11-point trend, +307.0% 21.9 19.8 10.0 11.8 22.3 16.0 3.0 4.1 6.8 5.8 5.4 ·
P / FCF 11-point trend, +128.2% 36.7 31.4 13.4 31.4 66.6 30.5 5.1 5.5 24.4 11.2 16.1 ·
EV / EBITDA 11-point trend, +199.7% 19.5 14.7 12.4 8.8 11.3 10.2 3.6 4.6 26.6 6.0 6.5 ·
EV / FCF 11-point trend, +57.5% 39.5 33.4 14.1 35.0 75.2 34.7 6.7 7.6 36.9 15.3 25.1 ·
EV / Revenue 11-point trend, +326.4% 3.1 2.4 1.8 1.1 1.4 1.3 0.4 0.5 0.6 0.7 0.7 ·
Dividend Yield 11-point trend, -88.2% 0.50% 0.67% 0.83% 1.3% 1.2% 1.4% 5.6% 6.1% 4.9% 3.4% 4.2% ·
Earnings Yield 12-point trend, -73.1% 2.6% 3.8% 4.7% 6.5% 5.3% 5.8% 8.0% 6.2% -4.9% 8.7% 9.3% 9.6%
Payout Ratio 11-point trend, -57.8% 19.2% 17.3% 17.6% 20.0% 21.4% 24.5% 34.6% 49.0% -99.8% 38.5% 45.5% ·
Annual Payout 12-point trend, +99.3% $16M $15M $13M $12M $11M $10M $10M $12M $9M $9M $8M $8M

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

Conto Economico
2026-03-292025-03-302024-03-312023-04-022022-04-03
Ricavi $1.08B$974M$919M$935M$775M
Margine Lordo % 22.6%23.2%21.1%17.7%18.9%
Margine Operativo % 11.2%12.2%11.3%9.4%9.2%
Utile netto $82M$84M$75M$60M$52M
EPS Diluito $3.91$4.03$3.59$2.86$2.44
Stato Patrimoniale
2026-03-292025-03-302024-03-312023-04-022022-04-03
Debito / Patrimonio Netto 0.50.30.20.30.4
Rapporto corrente 2.22.22.02.62.2
Quick Ratio 1.41.31.21.51.2
Flusso di cassa
2026-03-292025-03-302024-03-312023-04-022022-04-03
Flusso di cassa libero $86M$70M$119M$29M$14M

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

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) 353 filer · $1.4B 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
58 (-2 vs trimestre precedente) 26 (-3 vs trimestre precedente) 104 (-5 vs trimestre precedente) 96 (0 vs trimestre precedente) -322K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
STATE STREET CORP $150.885.448 1.061.843 10,70% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $121.421.324 854.478 8,61% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $77.441.090 544.976 5,49% Azioni
WASATCH ADVISORS LP $72.141.619 469.672 5,12% Azioni
DIMENSIONAL FUND ADVISORS LP $68.943.977 485.179 4,89% Azioni
GEODE CAPITAL MANAGEMENT, LLC $67.110.287 472.171 4,76% Azioni
BOWEN HANES & CO INC $58.447.872 380.520 4,14% Azioni
Capital World Investors $40.901.069 287.833 2,90% Azioni
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $37.303.950 262.519 2,65% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $34.308.766 241.441 2,43% Azioni
WESTWOOD HOLDINGS GROUP INC $31.929.017 224.694 2,26% Azioni
FIRST TRUST ADVISORS LP $28.199.745 198.450 2,00% Azioni
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $27.212.434 191.502 1,93% Azioni
LONDON CO OF VIRGINIA $23.772.671 167.292 1,69% Azioni
CONGRESS ASSET MANAGEMENT CO $22.875.744 160.983 1,62% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $21.050.544 148.139 1,49% Azioni
VANGUARD FIDUCIARY TRUST CO $20.838.397 146.646 1,48% Azioni
PRINCIPAL FINANCIAL GROUP INC $17.515.104 123.259 1,24% Azioni
RAYMOND JAMES FINANCIAL INC $15.555.731 109.470 1,10% Azioni
Aptus Capital Advisors, LLC $15.236.673 107.225 1,08% Azioni
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $14.532.993 102.273 1,03% Azioni
Giverny Capital Inc. $13.492.963 94.954 0,96% Azioni
SEGALL BRYANT & HAMILL, LLC $12.731.023 89.592 0,90% Azioni
Valtinson Bruner Financial Planning LLC $12.295.203 86.525 0,87% Azioni
De Lisle Partners LLP $11.660.487 82.119 0,83% Azioni
MORGAN STANLEY $11.509.807 80.997 0,82% Azioni
KENNEDY CAPITAL MANAGEMENT LLC $11.400.683 80.230 0,81% Azioni
ROYCE & ASSOCIATES LP $11.120.320 78.257 0,79% Azioni
Berger Financial Group, Inc $10.836.120 76.257 0,77% Azioni
KING LUTHER CAPITAL MANAGEMENT CORP $10.489.538 73.818 0,74% Azioni
Granite Investment Partners, LLC $10.436.392 73.444 0,74% Azioni
Public Sector Pension Investment Board $10.193.828 71.737 0,72% Azioni
CITIGROUP INC $9.437.856 66.417 0,67% Azioni
FMR LLC $8.916.493 62.748 0,63% Azioni
AMERICAN CENTURY COMPANIES INC $8.221.337 57.856 0,58% Azioni
BANK OF AMERICA CORP /DE/ $7.406.536 52.122 0,53% Azioni
US BANCORP \DE\ $7.330.655 51.588 0,52% Azioni
RHUMBLINE ADVISERS $6.847.069 48.185 0,49% Azioni
AMERIPRISE FINANCIAL INC $6.499.086 45.736 0,46% Azioni
GAMCO INVESTORS, INC. ET AL $6.479.760 45.600 0,46% Azioni
LOOMIS SAYLES & CO L P $6.256.947 44.032 0,44% Azioni
EXCHANGE TRADED CONCEPTS, LLC $6.239.327 43.908 0,44% Azioni
NorthRock Partners, LLC $6.227.817 43.827 0,44% Azioni
Swiss National Bank $5.511.775 38.788 0,39% Azioni
Uniplan Investment Counsel, Inc. $5.273.196 37.109 0,37% Azioni
JPMORGAN CHASE & CO $5.193.905 35.808 0,37% Azioni
GABELLI FUNDS LLC $5.058.760 35.600 0,36% Azioni
ENVESTNET ASSET MANAGEMENT INC $4.985.257 35.083 0,35% Azioni
Cetera Investment Advisers $4.932.804 34.714 0,35% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $4.885.400 34.380 0,35% Azioni
RENAISSANCE TECHNOLOGIES LLC $4.788.770 33.700 0,34% Azioni
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $4.585.449 32.269 0,33% Azioni
Legal & General Group Plc $4.525.885 31.850 0,32% Azioni
NEUBERGER BERMAN GROUP LLC $4.296.540 30.236 0,30% Azioni
Montanaro Asset Management Ltd $4.234.580 29.800 0,30% Azioni
VICTORY CAPITAL MANAGEMENT INC $4.205.307 29.594 0,30% Azioni
Moran Wealth Management, LLC $3.951.943 27.811 0,28% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $3.848.068 27.080 0,27% Azioni
EFG Asset Management (North America) Corp. $3.843.379 21.017 0,27% Azioni
ALLIANCEBERNSTEIN L.P. $3.816.499 24.847 0,27% Azioni
MAIRS & POWER INC $3.571.826 25.136 0,25% Azioni
Congress Wealth Management LLC / DE / $3.541.558 24.923 0,25% Azioni
MARTIN & CO INC /TN/ $3.499.710 24.629 0,25% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3.445.862 22.434 0,24% Azioni
Bridge City Capital, LLC $3.230.928 22.737 0,23% Azioni
RICE HALL JAMES & ASSOCIATES, LLC $3.075.470 21.643 0,22% Azioni
Susquehanna Portfolio Strategies, LLC $3.071.918 21.618 0,22% Azioni
PRUDENTIAL FINANCIAL INC $3.068.650 21.595 0,22% Azioni
LPL Financial LLC $2.993.318 21.065 0,21% Azioni
Callan Family Office, LLC $2.712.547 19.089 0,19% Azioni
Linden Thomas Advisory Services, LLC $2.566.326 18.060 0,18% Azioni
Trexquant Investment LP $2.561.353 18.025 0,18% Azioni
WESBANCO BANK INC $2.553.253 17.968 0,18% Azioni
REGIONS FINANCIAL CORP $2.551.121 17.953 0,18% Azioni
BlackRock, Inc. $2.416.979 17.009 0,17% Azioni
CHOREO, LLC $2.300.033 16.186 0,16% Azioni
Quantinno Capital Management LP $2.283.627 16.070 0,16% Azioni
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $2.231.396 15.703 0,16% Azioni
OSAIC HOLDINGS, INC. $2.207.966 15.537 0,16% Azioni
Annex Advisory Services, LLC $2.026.433 13.193 0,14% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $1.964.248 13.823 0,14% Azioni
UBS Group AG $1.951.744 13.735 0,14% Azioni
Farther Finance Advisors, LLC $1.921.630 13.523 0,14% Azioni
DARK FOREST CAPITAL MANAGEMENT LP $1.876.715 13.207 0,13% Azioni
HARBOUR INVESTMENTS, INC. $1.843.463 12.973 0,13% Azioni
DIVERSIFY WEALTH MANAGEMENT, LLC $1.813.088 12.915 0,13% Azioni
Diversify Advisory Services, LLC $1.813.088 12.915 0,13% Azioni
VANGUARD GROUP INC $1.810.839 12.747 0,13% Azioni
ANCHOR CAPITAL ADVISORS LLC $1.731.631 12.186 0,12% Azioni
Quadrature Capital Ltd $1.692.411 11.910 0,12% Azioni
Kopp Family Office, LLC $1.653.476 11.636 0,12% Azioni
MetLife Investment Management, LLC $1.629.745 11.469 0,12% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $1.600.899 11.266 0,11% Azioni
Illinois Municipal Retirement Fund $1.579.726 11.117 0,11% Azioni
VOLORIDGE INVESTMENT MANAGEMENT, LLC $1.571.768 11.061 0,11% Azioni
CPC Advisors, LLC $1.569.185 11.043 0,11% Azioni
H D Vest Advisory Services $1.561.966 10.992 0,11% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1.402.101 9.867 0,10% Azioni
NewEdge Wealth, LLC $1.388.601 9.772 0,10% Azioni
Vestmark Advisory Solutions, Inc. $1.388.459 9.771 0,10% Azioni

Insider aziendali 32 insider · 13 dirigenti · 15 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Jeffrey P. Oldenkamp Executive VP and CFO 11 Febbraio 2022 P 69.873 0 0 $0
Kathleen P. Pepski VP, CFO, & Treas 01 Giugno 2017 A 25.249 0 0 $0
Douglas A. Lange VP - Water Treatment Group 20 Maggio 2021 A 10.603 0 0 $0
Drew M. Grahek Vice President of Operations 20 Maggio 2021 A 19.564 0 0 $0
Theresa R Moran VP - Purchasing, Logistics 20 Maggio 2021 A 46.748 0 0 $0
John R Sevenich VP, Industrial Group 06 Aprile 2021 F 51.266 0 0 $0
Thomas J. Keller VP - Water Treatment Group 20 Maggio 2020 A 31.699 0 0 $0
Steven D Matthews II VP of Operations 04 Aprile 2018 F 4.050 0 0 $0
Olivier A. Guiot VP - Health and Nutrition 01 Giugno 2017 A 3.947 0 0 $0
Mark A Beyer Vice President Operations 03 Aprile 2013 F 6.522 0 0 $0
Keenan A Paulson VP, Water Treatment Group 06 Aprile 2012 F 5.714 0 0 $0
Daniel E Soderlund V.P., Pharmaceutical 06 Marzo 2008 S 901 0 0 $0
Marvin E Dee Secretary and Treasurer 15 Dicembre 2007 F 9.601 0 0 $0
Yi Tang Direttore 29 Luglio 2026 A 8.612 0 0 $0
Jeffrey E Spethmann Direttore 29 Luglio 2026 A 6.639 0 0 $0
Daniel J Stauber Direttore 29 Luglio 2026 A 35.498 0 0 $0
Mary J. Schumacher Direttore 29 Luglio 2026 A 26.898 0 0 $0
James A Faulconbridge Direttore 29 Luglio 2026 A 53.128 2 0 $388.860
James T Thompson Direttore 29 Luglio 2026 A 38.916 0 0 $0
Jeffrey L Wright Direttore 29 Luglio 2026 A 42.916 0 0 $0
John S Mckeon Direttore 30 Luglio 2020 A 48.887 0 0 $0
Duane M Jergenson Direttore 31 Luglio 2019 A 35.019 0 0 $0
Daryl I Skaar Direttore 09 Agosto 2017 A 13.957 0 0 $0
Howard M Hawkins Direttore 25 Giugno 2009 S 163.469 0 0 $0
Eapen Chacko Direttore 27 Agosto 2008 P 4.123 0 0 $0
Robert G Gey Direttore 07 Agosto 2008 A 11.957 0 0 $0
Donald L Shipp Direttore 20 Marzo 2006 S 108.550 0 0 $0
Dean L Hahn Direttore 13 Settembre 2004 S 109.134 0 0 $0
Patrick H. Hawkins 07 Agosto 2026 G 321.257 0 0 $0
Richard G Erstad 12 Novembre 2025 G 64.782 0 0 $0
Shirley A. Rozeboom 20 Maggio 2021 A 21.341 0 0 $0
John R Hawkins 08 Febbraio 2011 S 60.959 0 0 $0

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

Attivisti e proprietari del 5%+ 3 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
Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., Teton Advisors, Inc. I.D. No ., GGCP, Inc. &# 160; I.D. No ., GAMCO Investors, Inc. I.D. No ., Mario J. Gabelli 04 Gennaio 2010 Deposito iniziale SEC
Gabelli Funds, LLC & #160; I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. 60; I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli 13 Marzo 2009 Deposito iniziale SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Gabelli Securities, Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli 14 Febbraio 2008 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 76 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
BCUS · Exchange Listed Funds Trust 2,70% 18.867 NS 31 Maggio 2026 N-PORT
OSCV · ETF Series Solutions 2,62% 106.896 NS 30 Aprile 2026 N-PORT
CSMD · Professionally Managed Portfolios 2,31% 59.752 NS 30 Aprile 2026 N-PORT
QIDX · Spinnaker ETF Series 0,36% 828 NS 30 Aprile 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0,36% 22.378 NS 30 Aprile 2026 N-PORT
NUSC · Nushares ETF Trust 0,27% 20.844 NS 30 Aprile 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,25% 8.821 NS 30 Aprile 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,23% 40.860 NS 31 Maggio 2026 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0,21% 7.654 NS 30 Aprile 2026 N-PORT
ROSC · Lattice Strategies Trust 0,19% 623 NS 30 Aprile 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 7.373 NS 30 Aprile 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,14% 692 NS 30 Aprile 2026 N-PORT
SAA · ProShares Trust 0,14% 250 NS 31 Maggio 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,14% 22.576 NS 30 Giugno 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,12% 9.013 NS 30 Aprile 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,12% 17.422 NS 30 Aprile 2026 N-PORT
RSSL · Global X Funds 0,10% 8.494 NS 30 Aprile 2026 N-PORT
DFAS · Dimensional ETF Trust 0,08% 66.891 NS 30 Aprile 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,08% 52 NS 31 Maggio 2026 N-PORT
ITWO · ProShares Trust 0,08% 918 NS 31 Maggio 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,07% 2.088 NS 30 Aprile 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,07% 100.810 NS 31 Maggio 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,06% 3.703 NS 31 Maggio 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,06% 32.186 NS 31 Maggio 2026 N-PORT
UWM · ProShares Trust 0,04% 719 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,03% 730 NS 31 Maggio 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,03% 951 NS 31 Maggio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,03% 719 NS 30 Aprile 2026 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0,03% 441 NS 31 Maggio 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 2.004 NS 30 Aprile 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,02% 751 NS 31 Maggio 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,01% 12.271 NS 31 Maggio 2026 N-PORT
HDG · ProShares Trust 0,01% 18 NS 31 Maggio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 32.553 NS 30 Aprile 2026 N-PORT
DFUV · Dimensional ETF Trust 0,01% 9.882 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 2.008 NS 30 Aprile 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 7.171 NS 31 Maggio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 4.098 NS 30 Aprile 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 5.912 NS 30 Aprile 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 12.036 NS 31 Maggio 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,00% 349 NS 31 Maggio 2026 N-PORT
TILT · FlexShares Trust 0,00% 489 NS 30 Aprile 2026 N-PORT
EBI · RBB Fund Trust 0,00% 3 NS 31 Maggio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VIG · VANGUARD SPECIALIZED FUNDS 15 Luglio 2026 Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS 15 Luglio 2026 Giornaliero
VIOG · VANGUARD ADMIRAL FUNDS 30 Luglio 2026 Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS 15 Luglio 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 15 Luglio 2026 Giornaliero