LAZ Lazard, Inc. Common Stock
LAZ Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
LAZ 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
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo |
|---|---|
| 03 Agosto 2026 | $0,5000 |
| 11 Maggio 2026 | $0,5000 |
| 09 Febbraio 2026 | $0,5000 |
| 03 Novembre 2025 | $0,5000 |
| 04 Agosto 2025 | $0,5000 |
| 05 Maggio 2025 | $0,5000 |
| 10 Febbraio 2025 | $0,5000 |
| 08 Novembre 2024 | $0,5000 |
| 05 Agosto 2024 | $0,5000 |
| 03 Maggio 2024 | $0,5000 |
| 09 Febbraio 2024 | $0,5000 |
| 03 Novembre 2023 | $0,5000 |
| 04 Agosto 2023 | $0,5000 |
| 05 Maggio 2023 | $0,5000 |
| 10 Febbraio 2023 | $0,5000 |
| 04 Novembre 2022 | $0,5000 |
| 05 Agosto 2022 | $0,5000 |
| 06 Maggio 2022 | $0,4700 |
| 11 Febbraio 2022 | $0,4700 |
| 05 Novembre 2021 | $0,4700 |
LAZ Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 3 20,0%
- Compra 4 26,7%
- Mantieni 6 40,0%
- Vendi 2 13,3%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
8 analisti · 2026-08-13Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.12 | $0.36 | -0.24% |
| 31 Marzo 2026 | $0.42 | $0.51 | -0.09% |
| 31 Dicembre 2025 | $0.80 | $0.70 | 0.10% |
| 30 Settembre 2025 | $0.56 | $0.46 | 0.10% |
| 30 Giugno 2025 | $0.52 | $0.40 | 0.12% |
| 31 Marzo 2025 | $0.56 | $0.38 | 0.18% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 13
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B | $2.65B | $2.67B | $2.88B | $2.70B | $2.38B | $2.40B | $2.36B | |
| Operating Expenses | $2.77B | $2.67B | $2.60B | $2.26B | $2.47B | $2.06B | $2.19B | $2.15B | $1.82B | $1.82B | $2.37B | $1.78B | |
| Operating Income | $328M | $386M | $-80M | $517M | $724M | $502M | $393M | $681M | $825M | $517M | $-17M | $519M | |
| Interest Expense | · | $88M | $78M | $82M | $81M | $81M | $80M | $58M | $54M | $50M | $51M | $63M | |
| Interest Income | $38M | $54M | $42M | $29M | $6M | $6M | $16M | $13M | $7M | $5M | $5M | $5M | |
| Pretax Income | $328M | $386M | $-80M | · | · | · | · | · | · | · | · | · | |
| Income Tax | $77M | $100M | $-23M | $124M | $181M | $99M | $95M | $148M | $566M | $124M | $-1.01B | $85M | |
| Net Income | $237M | $280M | $-75M | $358M | $528M | $402M | $286M | $527M | $254M | $388M | $986M | $427M | |
| EPS (Basic) | $2.37 | $2.93 | $-0.90 | $3.68 | $4.90 | $3.69 | $2.57 | $4.43 | $2.09 | $3.11 | $7.87 | $3.49 | |
| EPS (Diluted) | $2.17 | $2.68 | $-0.90 | $3.51 | $4.63 | $3.54 | $2.44 | $4.06 | $1.91 | $2.92 | $7.40 | $3.20 | |
| Shares (Basic) | 97,479,092 | 93,139,352 | 88,993,985 | 95,664,129 | 106,035,808 | 106,862,739 | 110,189,862 | 119,006,531 | 121,573,442 | 124,770,401 | 125,366,272 | 122,351,836 | |
| Shares (Diluted) | 106,338,079 | 102,392,171 | 88,993,985 | 100,997,674 | 113,674,699 | 113,483,380 | 116,079,806 | 129,767,592 | 132,479,728 | 132,633,630 | 133,244,546 | 133,813,123 | |
| EBITDA | $362M | $423M | $-37M | $559M | $762M | $537M | $428M | $715M | $857M | $551M | $16M | $554M |
Stato Patrimoniale 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.47B | $1.31B | $971M | $1.23B | $1.47B | $1.39B | $1.23B | $1.25B | $1.48B | $1.16B | $1.13B | $1.07B | |
| PP&E (Net) | $168M | $160M | $233M | $250M | $250M | $258M | $220M | $213M | $205M | $209M | $207M | $223M | |
| PP&E (Gross) | $454M | $493M | $647M | $645M | $618M | $660M | $587M | $553M | $523M | $495M | $473M | $479M | |
| Accum. Depreciation | $286M | $333M | $415M | $395M | $368M | $402M | $368M | $340M | $318M | $286M | $266M | $256M | |
| Goodwill | $395M | $394M | $395M | $377M | $379M | $384M | $372M | $372M | $385M | $373M | $321M | $335M | |
| Intangibles | $0 | · | · | · | $150.0K | $210.0K | $2M | $4M | $6M | $9M | $6M | $12M | |
| Total Assets | $4.94B | $4.79B | $4.64B | $5.85B | $7.15B | $5.97B | $5.64B | $5.00B | $4.93B | $4.56B | $4.48B | $3.33B | |
| Deferred Tax | $1M | $1M | $4M | $4M | $2M | $1M | $4M | $6M | $9M | $9M | $11M | $30M | |
| Total Liabilities | $3.95B | $4.03B | $4.07B | $4.59B | $5.49B | $4.97B | $4.96B | $4.03B | $3.67B | $3.26B | $3.11B | $2.56B | |
| Long-term Debt | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.68B | $1.68B | $1.43B | $1.19B | $1.19B | $989M | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $703M | |
| Retained Earnings | $1.52B | $1.47B | $1.40B | $1.68B | $1.56B | $1.30B | $1.19B | $1.20B | $1.08B | $1.13B | $1.12B | $465M | |
| Treasury Stock | $684M | $838M | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-272M | $-327M | $-290M | $-296M | $-224M | $-238M | $-294M | $-274M | $-233M | $-314M | $-234M | $-201M | |
| Stockholders' Equity | $869M | $636M | $424M | $556M | $975M | $912M | $610M | $917M | $1.20B | $1.24B | $1.31B | $707M | |
| Liabilities + Equity | $4.94B | $4.79B | $4.64B | $5.85B | $7.15B | $5.97B | $5.64B | $5.00B | $4.93B | $4.56B | $4.48B | $3.33B |
Flusso di cassa 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $34M | $36M | $43M | $42M | $38M | $35M | $36M | $34M | $31M | $33M | $33M | $34M | |
| Deferred Tax | $22M | $11M | $-81M | $43M | $91M | $47M | $25M | $45M | $501M | $64M | $-1.10B | $16M | |
| Amort. of Intangibles | · | · | $60.0K | $60.0K | $60.0K | $2M | $2M | $3M | $3M | $3M | $6M | $6M | |
| Restructuring | $0 | $48M | $195M | · | · | · | $68M | · | · | · | · | · | |
| Other Non-cash | $227M | $416M | $278M | $391M | $209M | $91M | $331M | $92M | $229M | $117M | $969M | $259M | |
| Operating Cash Flow | $519M | $743M | $165M | $834M | $866M | $576M | $678M | $699M | $1.03B | $633M | $887M | $736M | |
| CapEx | $32M | $45M | $28M | $50M | $40M | $64M | $43M | $50M | $28M | $39M | $27M | $22M | |
| Investing Cash Flow | $-82M | $134M | $-38M | $-56M | $-39M | $-63M | $-42M | $-46M | $-27M | $-38M | · | · | |
| Stock Repurchased | $91M | $60M | $102M | $692M | $406M | $95M | $495M | $553M | $307M | $300M | $173M | $193M | |
| Net Stock Activity | $-91M | $-60M | $-102M | $-692M | $-406M | $-95M | $-495M | $-553M | $-307M | $-300M | $-173M | $-193M | |
| Dividends Paid | $187M | $179M | $173M | $182M | $196M | $197M | $255M | $360M | $341M | $336M | $291M | $146M | |
| Financing Cash Flow | $-464M | $-440M | $-1.57B | $-1.38B | $196M | $-547M | $-444M | $-726M | $-319M | $-480M | · | · | |
| Net Change in Cash | $61M | $384M | $-1.41B | $-791M | $861M | $113M | $164M | $-163M | $847M | $51M | $66M | $225M | |
| Taxes Paid | $119M | $34M | $44M | $144M | $74M | $44M | $89M | $102M | $49M | $72M | $61M | $49M | |
| Free Cash Flow | $487M | $697M | $136M | $784M | $826M | $512M | $635M | $649M | $988M | $563M | $861M | $714M |
Redditività 7
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.3% | 12.3% | -3.1% | 18.1% | 22.1% | 19.0% | 14.7% | 23.6% | 30.6% | 21.7% | -0.69% | 22.0% | |
| Net Margin | 7.4% | 8.9% | -2.9% | 12.5% | 16.1% | 15.2% | 10.7% | 18.3% | 9.4% | 16.3% | 41.0% | 18.1% | |
| Pretax Margin | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 11.3% | 13.5% | -1.4% | 19.6% | 23.3% | 20.3% | 16.1% | 24.8% | 31.8% | 23.1% | 0.67% | 23.4% | |
| ROA | 4.9% | 5.9% | -1.4% | 5.5% | 8.1% | 6.9% | 5.4% | 10.6% | 5.3% | 8.6% | 25.2% | 13.5% | |
| ROE | 31.4% | 52.8% | -15.4% | 46.7% | 56.0% | 52.9% | 37.5% | 49.8% | 20.8% | 30.4% | 97.7% | 67.5% | |
| ROIC | 28.7% | · | · | · | · | · | · | · | · | · | · | · |
Liquidità e Solvibilità 1
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | 4.4 | -1.0 | 6.3 | 9.0 | 6.2 | 4.9 | 11.6 | 15.4 | 10.3 | -0.3 | 8.3 |
Efficienza 1
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.5 | 0.4 | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | 0.5 | 0.6 | 0.7 |
Tassi di Crescita 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.5% | 21.1% | -9.2% | -12.8% | 23.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.7% | -1.4% | -0.68% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -19.0% | · | · | -24.2% | 30.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.8% | -16.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -9.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -15.4% | · | · | -32.3% | 31.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -12.8% | -19.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -10.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -1.0% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 6
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B | $2.65B | $2.67B | $2.88B | $2.70B | $2.38B | $2.40B | $2.36B | |
| Net Income TTM | $237M | $280M | $-75M | $358M | $528M | $402M | $286M | $527M | $254M | $388M | $986M | $427M | |
| P/E | 22.4 | 19.2 | -38.7 | 9.9 | 9.4 | 11.9 | 16.4 | 9.1 | 27.5 | 14.1 | 6.1 | 15.6 | |
| Earnings Yield | 4.5% | 5.2% | -2.6% | 10.1% | 10.6% | 8.4% | 6.1% | 11.0% | 3.6% | 7.1% | 16.4% | 6.4% | |
| Payout Ratio | 78.8% | 63.9% | -229.3% | 50.9% | 37.1% | 48.9% | 89.0% | 68.2% | 134.7% | 86.7% | 29.5% | 34.2% | |
| Annual Payout | $187M | $179M | $173M | $182M | $196M | $197M | $255M | $360M | $341M | $336M | $291M | $146M |
Conto Economico 12
| 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 | $830M | $779M | $929M | $771M | $817M | $669M | $839M | $807M | $708M | $785M | $826M | $543M | $662M | $562M | $732M | $746M | |
| Operating Expenses | $770M | $667M | $822M | $653M | $703M | $593M | $710M | $624M | $622M | $710M | $734M | $529M | $753M | $579M | $639M | $569M | |
| Operating Income | $38M | $90M | $85M | $95M | $93M | $55M | $107M | $161M | $64M | $55M | $72M | $-5M | $-110M | $-37M | $73M | $158M | |
| Interest Expense | · | · | · | · | · | · | · | · | $23M | $21M | · | $19M | $19M | $19M | $19M | $20M | |
| Interest Income | $7M | $8M | $10M | $8M | $9M | $12M | $14M | $15M | $13M | $11M | $7M | $12M | $11M | $13M | $15M | $8M | |
| Income Tax | $24M | $-11M | $31M | $21M | $32M | $-7M | $29M | $45M | $12M | $14M | $403.0K | $-12M | $10M | $-22M | $16M | $35M | |
| Net Income | $5M | $101M | $50M | $71M | $55M | $60M | $86M | $108M | $50M | $36M | $64M | $7M | $-124M | $-22M | $42M | $106M | |
| EPS (Basic) | $0.03 | $0.98 | $0.49 | $0.71 | $0.56 | $0.61 | $0.89 | $1.13 | $0.53 | $0.38 | $0.71 | $0.07 | $-1.41 | $-0.27 | $0.52 | $1.11 | |
| EPS (Diluted) | $0.03 | $0.91 | $0.44 | $0.65 | $0.52 | $0.56 | $0.82 | $1.02 | $0.49 | $0.35 | $0.72 | $0.06 | $-1.41 | $-0.27 | $0.48 | $1.06 | |
| Shares (Basic) | 101,357,540 | 99,460,256 | -193,423,043 | 98,112,393 | 97,534,319 | 95,255,423 | -184,634,953 | 93,627,476 | 92,886,364 | 91,260,465 | -176,753,421 | 89,425,900 | 88,729,654 | 87,591,852 | -198,818,952 | 93,275,631 | |
| Shares (Diluted) | 107,341,353 | 106,787,975 | -211,404,069 | 108,001,762 | 104,911,633 | 104,828,753 | -201,062,699 | 103,475,234 | 100,627,867 | 99,351,769 | -181,636,745 | 94,309,224 | 88,729,654 | 87,591,852 | -208,807,460 | 98,865,156 | |
| EBITDA | $38M | $97M | · | $95M | $93M | $63M | · | $161M | $64M | $64M | · | $-5M | $-110M | $-26M | · | $158M |
Stato Patrimoniale 16
| 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 | $1.10B | $1.02B | $1.47B | $1.17B | $978M | $909M | $1.31B | $1.17B | $848M | $923M | $971M | $653M | $698M | $597M | $1.23B | $1.00B | |
| PP&E (Net) | $153M | $160M | $168M | $173M | $176M | $168M | $160M | $158M | $221M | $228M | · | $230M | $237M | $246M | · | $219M | |
| PP&E (Gross) | $444M | $451M | $454M | $501M | $536M | $513M | $493M | $491M | $645M | $647M | · | $635M | $641M | $648M | · | $589M | |
| Accum. Depreciation | $291M | $291M | $286M | $328M | $359M | $344M | $333M | $333M | $424M | $420M | · | $406M | $404M | $402M | · | $370M | |
| Goodwill | $435M | $395M | $395M | $395M | $395M | $394M | $394M | $395M | $394M | $394M | $395M | $394M | $395M | $394M | $377M | $376M | |
| Intangibles | $13M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $4.36B | $4.24B | $4.94B | $4.63B | $4.49B | $4.23B | $4.79B | $4.82B | $4.53B | $4.59B | · | $4.30B | $4.60B | $4.57B | · | $6.21B | |
| Deferred Tax | $11M | $1M | $1M | $959.0K | $644.0K | $1M | $1M | $2M | $4M | $2M | · | $5M | $7M | $5M | · | $9M | |
| Total Liabilities | $3.35B | $3.29B | $3.95B | $3.68B | $3.62B | $3.50B | $4.03B | $4.06B | $3.93B | $4.05B | · | $3.79B | $4.10B | $3.97B | · | $4.95B | |
| Long-term Debt | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.69B | $1.85B | $1.85B | $1.85B | · | $1.69B | $1.69B | $1.69B | · | $1.69B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $1.51B | $1.56B | $1.49B | $1.49B | $1.48B | $1.48B | $1.47B | $1.44B | $1.38B | $1.38B | · | $1.39B | $1.43B | $1.60B | · | $1.68B | |
| Treasury Stock | $509M | $509M | $684M | · | · | · | $838M | · | · | · | · | · | · | · | · | · | |
| AOCI | $-279M | $-277M | $-272M | $-273M | $-269M | $-307M | $-327M | $-272M | $-306M | $-304M | · | $-293M | $-282M | $-283M | · | $-334M | |
| Stockholders' Equity | $914M | $881M | $874M | $842M | $742M | $603M | $636M | $624M | $459M | $393M | · | $361M | $360M | $451M | · | $561M | |
| Liabilities + Equity | $4.36B | $4.24B | $4.94B | $4.63B | $4.49B | $4.23B | $4.79B | $4.82B | $4.53B | $4.59B | · | $4.30B | $4.60B | $4.57B | · | $6.21B |
Flusso di cassa 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $8M | $9M | $8M | $9M | $8M | $9M | $9M | $9M | $9M | $11M | $11M | $11M | $11M | $10M | $11M | |
| Deferred Tax | $634.0K | $-15M | $24M | $15M | $8M | $-26M | $45M | $-20M | $-2M | $-13M | $20M | $14M | $-155M | $40M | $-13M | $12M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | $15.0K | $15.0K | $15.0K | · | $15.0K | |
| Restructuring | · | · | $0 | $0 | $0 | · | $-587.0K | $0 | $0 | $49M | $12M | $16M | $147M | $21M | · | · | |
| Other Non-cash | · | $-313M | · | · | · | $-260M | · | · | · | $-122M | · | · | · | $-441M | · | · | |
| Operating Cash Flow | $203M | $-219M | $400M | $287M | $50M | $-218M | $363M | $294M | $176M | $-90M | $342M | $33M | $201M | $-411M | $314M | $435M | |
| CapEx | $4M | $2M | $4M | $3M | $12M | $14M | $15M | $18M | $6M | $7M | $9M | $8M | $7M | $5M | $25M | $5M | |
| Investing Cash Flow | $-4M | $-48M | $-18M | $-15M | $-26M | $-23M | $34M | $209M | $-103M | $-7M | $-9M | $-7M | $-7M | $-15M | $-24M | $-13M | |
| Stock Repurchased | $50M | $2M | $50M | $1M | $4M | $36M | $16M | $3M | $19M | $22M | $0 | $3M | $172.0K | $99M | $80M | $237M | |
| Net Stock Activity | · | $-2M | · | · | · | $-36M | · | · | · | $-22M | · | · | · | $-99M | · | · | |
| Dividends Paid | $49M | $47M | $47M | $47M | $47M | $45M | $45M | $45M | $45M | $44M | $44M | $43M | $43M | $43M | $43M | $46M | |
| Financing Cash Flow | $-124M | $-153M | $-135M | $-97M | $-40M | $-192M | $-234M | $-112M | $-193M | $98M | $-150M | $-177M | $-172M | $-1.07B | $-781M | $-539M | |
| Net Change in Cash | $68M | $-436M | $248M | $175M | $41M | $-402M | $96M | $429M | $-120M | $-20M | $218M | $-173M | $24M | $-1.48B | $-323M | $-263M | |
| Taxes Paid | · | $14M | $19M | $17M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-221M | · | · | · | $-231M | · | · | · | $-97M | · | · | · | $-416M | · | · |
Redditività 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.5% | 11.5% | · | 12.3% | 11.4% | 8.2% | · | 20.0% | 9.0% | 7.0% | · | -0.89% | -16.6% | -6.6% | · | 21.2% | |
| Net Margin | 0.58% | 13.0% | · | 9.2% | 6.8% | 9.0% | · | 13.4% | 7.0% | 4.5% | · | 1.3% | -18.7% | -4.0% | · | 14.2% | |
| EBITDA Margin | 4.5% | 12.5% | · | 12.3% | 11.4% | 9.4% | · | 20.0% | 9.0% | 8.1% | · | -0.89% | -16.6% | -4.6% | · | 21.2% | |
| ROA | 0.11% | 2.4% | · | 1.5% | 1.2% | 1.4% | · | 2.4% | 1.1% | 0.78% | · | 0.14% | -2.2% | -0.39% | · | 1.6% | |
| ROE | 0.58% | 13.6% | · | 9.7% | 9.2% | 12.1% | · | 21.9% | 12.2% | 8.5% | · | 1.6% | -23.1% | -3.4% | · | 14.7% |
Liquidità e Solvibilità 1
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 2.8 | 2.6 | · | -0.3 | -5.7 | -1.9 | · | 8.0 |
Efficienza 1
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
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 | $3.20B | $3.04B | · | $3.06B | $3.00B | $2.97B | · | $2.84B | $2.70B | $2.55B | · | $2.51B | $2.63B | $2.69B | · | $2.86B | |
| Net Income TTM | $232M | $288M | · | $295M | $274M | $254M | · | $201M | $-31M | $-103M | · | $-33M | $55M | $293M | · | $422M | |
| P/E | 19.9 | 16.1 | · | 19.2 | 18.5 | 17.9 | · | 26.2 | -74.9 | -33.0 | · | -55.4 | 106.7 | 12.0 | · | 8.0 | |
| Earnings Yield | 5.0% | 6.2% | · | 5.2% | 5.4% | 5.6% | · | 3.8% | -1.3% | -3.0% | · | -1.8% | 0.94% | 8.3% | · | 12.5% | |
| Payout Ratio | · | 46.5% | · | · | · | 74.5% | · | · | · | 122.3% | · | · | · | -191.8% | · | · |
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 | $3.19B | $3.14B | $2.59B | $2.86B | $3.27B |
| Margine Operativo % | 10.3% | 12.3% | -3.1% | 18.1% | 22.1% |
| Utile netto | $237M | $280M | $-75M | $358M | $528M |
| EPS Diluito | $2.17 | $2.68 | $-0.90 | $3.51 | $4.63 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $487M | $697M | $136M | $784M | $826M |
Ultime notizie Notizie recenti che menzionano questa società
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
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Proprietari istituzionali (13F) 373 filer · $2.4B 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.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 70 (+19 vs trimestre precedente) | 51 (+10 vs trimestre precedente) | 109 (-19 vs trimestre precedente) | 101 (-2 vs trimestre precedente) | +24.8M |
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 |
|---|---|---|---|---|
| FMR LLC | $358.787.851 | 8.554.789 | 14,72% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $257.344.469 | 6.136.015 | 10,56% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $210.593.490 | 5.021.304 | 8,64% | Azioni |
| STATE STREET CORP | $152.363.532 | 3.632.893 | 6,25% | Azioni |
| GOLDMAN SACHS GROUP INC | $121.399.985 | 2.894.611 | 4,98% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $95.093.030 | 2.266.785 | 3,90% | Azioni |
| Capital Research Global Investors | $94.039.588 | 2.242.241 | 3,86% | Azioni |
| Fisher Asset Management, LLC | $90.102.939 | 2.148.377 | 3,70% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $79.285.641 | 1.890.454 | 3,25% | Azioni |
| NORGES BANK | $73.706.111 | 1.757.418 | 3,02% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $64.673.870 | 1.542.057 | 2,65% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $57.161.116 | 1.362.926 | 2,34% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.765.945 | 1.162.755 | 2,00% | Azioni |
| ROYCE & ASSOCIATES LP | $40.602.617 | 968.112 | 1,67% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $37.301.100 | 889.392 | 1,53% | Azioni |
| BANK OF NOVA SCOTIA | $33.756.331 | 804.872 | 1,38% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $29.743.974 | 709.203 | 1,22% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $29.240.568 | 697.200 | 1,20% | Azioni |
| Squarepoint Ops LLC | $23.246.713 | 554.285 | 0,95% | Azioni |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $22.908.299 | 546.216 | 0,94% | Azioni |
| FEDERATED HERMES, INC. | $20.434.720 | 487.237 | 0,84% | Azioni |
| AMERIPRISE FINANCIAL INC | $18.599.365 | 443.483 | 0,76% | Azioni |
| CRAWFORD INVESTMENT COUNSEL INC | $16.717.062 | 398.595 | 0,69% | Azioni |
| Public Sector Pension Investment Board | $16.092.630 | 383.706 | 0,66% | Azioni |
| Caisse de depot et placement du Quebec | $15.349.830 | 365.995 | 0,63% | Azioni |
| MetLife Investment Management, LLC | $13.696.094 | 326.564 | 0,56% | Azioni |
| GW HENSSLER & ASSOCIATES LTD | $12.541.930 | 295.243 | 0,51% | Azioni |
| FIRST TRUST ADVISORS LP | $12.437.139 | 296.546 | 0,51% | Azioni |
| Walleye Capital LLC | $12.194.139 | 290.752 | 0,50% | Azioni |
| Ranger Investment Management, L.P. | $11.343.512 | 270.470 | 0,47% | Azioni |
| ALGEBRIS (UK) LTD | $10.945.147 | 261.796 | 0,45% | Azioni |
| MUFG Securities EMEA plc | $10.665.342 | 254.300 | 0,44% | Azioni |
| MORGAN STANLEY | $10.345.222 | 246.667 | 0,42% | Azioni |
| Swedbank AB | $8.681.580 | 207.000 | 0,36% | Azioni |
| RHUMBLINE ADVISERS | $8.453.420 | 201.561 | 0,35% | Azioni |
| Buck Wealth Strategies, LLC | $8.442.010 | 201.288 | 0,35% | Azioni |
| BlackRock, Inc. | $8.113.712 | 193.460 | 0,33% | Azioni |
| Swiss National Bank | $7.901.496 | 188.400 | 0,32% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $7.764.604 | 185.136 | 0,32% | Azioni |
| TWO SIGMA ADVISERS, LP | $7.526.800 | 155.000 | 0,31% | Azioni |
| BANK OF AMERICA CORP /DE/ | $7.337.780 | 174.959 | 0,30% | Azioni |
| Legal & General Group Plc | $7.102.581 | 169.351 | 0,29% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $6.868.009 | 163.758 | 0,28% | Azioni |
| California Public Employees Retirement System | $6.835.423 | 162.981 | 0,28% | Azioni |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6.409.942 | 152.836 | 0,26% | Azioni |
| TD Asset Management Inc | $6.404.154 | 152.698 | 0,26% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6.311.970 | 150.500 | 0,26% | Azioni |
| Purpose Unlimited Inc. | $6.019.606 | 143.529 | 0,25% | Azioni |
| LEVIN CAPITAL STRATEGIES, L.P. | $5.809.822 | 138.527 | 0,24% | Azioni |
| Schonfeld Strategic Advisors LLC | $5.683.079 | 135.505 | 0,23% | Azioni |
| Prana Capital Management, LP | $5.460.127 | 130.189 | 0,22% | Azioni |
| Capricorn Fund Managers Ltd | $5.112.486 | 121.900 | 0,21% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.856.652 | 115.800 | 0,20% | Opzione Call |
| JANE STREET GROUP, LLC | $4.839.876 | 115.400 | 0,20% | Opzione Call |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.766.638 | 112.209 | 0,20% | Azioni |
| CAMBIAR INVESTORS LLC | $4.662.847 | 111.179 | 0,19% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.610.255 | 109.925 | 0,19% | Azioni |
| PRUDENTIAL FINANCIAL INC | $4.216.564 | 100.538 | 0,17% | Azioni |
| Focus Partners Wealth | $4.111.008 | 98.021 | 0,17% | Azioni |
| STIFEL FINANCIAL CORP | $4.098.047 | 97.712 | 0,17% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.019.781 | 95.846 | 0,16% | Azioni |
| Engineers Gate Manager LP | $4.005.647 | 95.509 | 0,16% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $3.736.869 | 89.100 | 0,15% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.627.894 | 86.502 | 0,15% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.491.421 | 83.248 | 0,14% | Azioni |
| Brevan Howard Capital Management LP | $3.478.504 | 82.940 | 0,14% | Azioni |
| ALPS ADVISORS INC | $3.476.952 | 82.903 | 0,14% | Azioni |
| CREDIT AGRICOLE S A | $3.251.063 | 77.517 | 0,13% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $2.784.222 | 66.385 | 0,11% | Azioni |
| NATIONAL BANK OF CANADA /FI/ | $2.644.725 | 63.090 | 0,11% | Azioni |
| ICON ADVISERS INC/CO | $2.596.002 | 61.898 | 0,11% | Azioni |
| Illinois Municipal Retirement Fund | $2.554.272 | 60.903 | 0,10% | Azioni |
| Jackson Hole Capital Partners, LLC | $2.435.855 | 57.341 | 0,10% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.260.985 | 53.910 | 0,09% | Azioni |
| Russell Investments Group, Ltd. | $2.230.983 | 53.194 | 0,09% | Azioni |
| Callahan Advisors, LLC | $2.199.411 | 52.442 | 0,09% | Azioni |
| Lido Advisors, LLC | $2.191.978 | 52.264 | 0,09% | Azioni |
| VANGUARD GROUP INC | $2.173.886 | 44.767 | 0,09% | Azioni |
| Edgestream Partners, L.P. | $2.103.417 | 50.153 | 0,09% | Azioni |
| Louisiana State Employees Retirement System | $2.050.866 | 48.900 | 0,08% | Azioni |
| Paulson Wealth Management Inc. | $2.045.078 | 48.762 | 0,08% | Azioni |
| WELLS FARGO & COMPANY/MN | $1.988.291 | 47.408 | 0,08% | Azioni |
| Vident Advisory, LLC | $1.962.834 | 46.801 | 0,08% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.941.803 | 45.711 | 0,08% | Azioni |
| Wilmington Savings Fund Society, FSB | $1.932.805 | 46.085 | 0,08% | Azioni |
| Walleye Trading LLC | $1.836.972 | 43.800 | 0,08% | Opzione Call |
| Police & Firemen's Retirement System of New Jersey | $1.804.468 | 43.025 | 0,07% | Azioni |
| Vanguard Global Advisers, LLC | $1.796.793 | 42.842 | 0,07% | Azioni |
| Moran Wealth Management, LLC | $1.777.711 | 42.387 | 0,07% | Azioni |
| LPL Financial LLC | $1.746.876 | 41.652 | 0,07% | Azioni |
| ExodusPoint Capital Management, LP | $1.726.670 | 41.170 | 0,07% | Azioni |
| JANUS HENDERSON GROUP PLC | $1.722.900 | 40.515 | 0,07% | Azioni |
| Entropy Technologies, LP | $1.663.215 | 39.657 | 0,07% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $1.641.767 | 38.648 | 0,07% | Azioni |
| Robertson Stephens Wealth Management, LLC | $1.629.186 | 38.846 | 0,07% | Azioni |
| Aureus Asset Management, LLC | $1.611.293 | 38.419 | 0,07% | Azioni |
| Invesco Ltd. | $1.601.353 | 38.182 | 0,07% | Azioni |
| NORTHERN TRUST CORP | $1.561.007 | 37.220 | 0,06% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.476.288 | 35.200 | 0,06% | Opzione Put |
| CITADEL ADVISORS LLC | $1.472.094 | 35.100 | 0,06% | Opzione Call |
Insider aziendali 47 insider · 13 dirigenti · 18 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Christopher Hogbin | CEO Asset Management | 14 Agosto 2026 A | — | 0 | 0 | $0 |
| Peter Richard Orszag | Chief Executive Officer | 17 Maggio 2024 A | 101.522 | 0 | 0 | $0 |
| Evan L Russo | CEO of Asset Management | 11 Marzo 2024 M | 227.448 | 0 | 0 | $0 |
| Ashish Bhutani | CEO of Lazard Asset Management | 01 Marzo 2022 M | 834.911 | 0 | 0 | $0 |
| Tracy Farr | Chief Financial Officer | 14 Agosto 2026 A | — | 0 | 0 | $0 |
| Mary Ann Betsch | Chief Financial Officer | 22 Febbraio 2024 A | — | 0 | 0 | $0 |
| Matthieu Bucaille | Chief Financial Officer | 18 Agosto 2017 M | 123.310 | 0 | 0 | $0 |
| Alexander F. Stern | President | 29 Novembre 2022 S | 50.258 | 0 | 0 | $0 |
| Alexandra Soto | Chief Operating Officer | 14 Agosto 2026 A | 141.128 | 0 | 0 | $0 |
| Michael Gathy | Chief Accounting Officer | 14 Agosto 2026 A | 0 | 0 | 0 | $0 |
| Christian A. Weideman | General Counsel | 22 Febbraio 2024 A | — | 0 | 0 | $0 |
| Dominick Ragone | Chief Accounting Officer | 19 Maggio 2023 A | 7.472 | 0 | 0 | $0 |
| Scott D Hoffman | CAO and General Counsel | 08 Marzo 2023 M | 151.285 | 0 | 0 | $0 |
| Kathy Elsesser | Direttore | 23 Luglio 2026 A | — | 0 | 0 | $0 |
| Dmitry Shevelenko | Direttore | 01 Giugno 2026 A | — | 0 | 0 | $0 |
| Peter Harrison | Direttore | 01 Giugno 2026 A | — | 0 | 0 | $0 |
| Stephen R. Howe Jr. | Direttore | 01 Giugno 2026 A | — | 0 | 0 | $0 |
| Ann-Kristin Achleitner | Direttore | 01 Giugno 2026 A | — | 0 | 0 | $0 |
| Michelle Jarrard | Direttore | 01 Giugno 2026 A | — | 0 | 0 | $0 |
| Iris Knobloch | Direttore | 01 Giugno 2026 A | — | 0 | 0 | $0 |
| Andrew M Alper | Direttore | 01 Giugno 2026 A | — | 0 | 0 | $0 |
| Daniel H Schulman | Direttore | 01 Giugno 2026 A | — | 0 | 0 | $0 |
| Jane L Mendillo | Direttore | 15 Maggio 2024 A | 1.400 | 0 | 0 | $0 |
| Richard D Parsons | Direttore | 15 Maggio 2024 A | — | 0 | 0 | $0 |
| Kenneth M Jacobs | Direttore | 11 Marzo 2024 M | 2.143.722 | 0 | 0 | $0 |
| Richard N Haass | Direttore | 15 Agosto 2023 A | — | 0 | 0 | $0 |
| William M Lewis Jr | Direttore | 08 Marzo 2023 M | 139.884 | 0 | 0 | $0 |
| Philip A Laskawy | Direttore | 01 Giugno 2022 A | 3.000 | 0 | 0 | $0 |
| Robert C Clark | Direttore | 01 Settembre 2005 A | — | 0 | 0 | $0 |
| LAZ-MD Holdings LLC | Proprietario del 10% | 06 Dicembre 2006 C | — | 0 | 0 | $0 |
| Sylvia Jay | — | 29 Aprile 2021 M | 62.128 | 0 | 0 | $0 |
| Steven Heyer | — | 29 Aprile 2021 M | 123.528 | 0 | 0 | $0 |
| Michael J Turner | — | 30 Maggio 2017 M | 43.464 | 0 | 0 | $0 |
| Laurent Mignon | — | 20 Aprile 2016 M | 44.383 | 0 | 0 | $0 |
| Hal S Scott | — | 20 Aprile 2016 M | 40.376 | 0 | 0 | $0 |
| Gary Parr | — | 31 Agosto 2012 M | 1.020.502 | 0 | 0 | $0 |
| Richard Hittner | — | 24 Agosto 2012 A | 3.147 | 0 | 0 | $0 |
| Vernon E Jordan JR | — | 10 Febbraio 2012 F | 106.145 | 0 | 0 | $0 |
| Michael J Castellano | — | 10 Febbraio 2011 F | 52.139 | 0 | 0 | $0 |
| Ronald J Doerfler | — | 01 Giugno 2010 A | — | 0 | 0 | $0 |
| Charles Ward | — | 28 Maggio 2010 A | 12.953 | 0 | 0 | $0 |
| Ellis Jones | — | 12 Febbraio 2010 A | — | 0 | 0 | $0 |
| Steven J Golub | — | 11 Febbraio 2010 A | 0 | 0 | 0 | $0 |
| Bruce Jay Wasserstein | — | 28 Agosto 2009 A | 26.942 | 0 | 0 | $0 |
| Dominique Ferrero | — | 15 Maggio 2009 A | — | 0 | 0 | $0 |
| Anthony Orsatelli | — | 01 Giugno 2007 A | — | 0 | 0 | $0 |
| John K Shank | — | 14 Marzo 2006 A | — | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 6 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 |
|---|---|---|---|---|---|
| The Estate of Bruce Wasserstein, Deceased, The Cranberry Dune 1998 Long–Term Trust, a trust for the descendants of Bruce Wasserstein, Bruce Wasserstein 2005 Trust, Wasserstein Family Trust L.L.C. ×4 depositi | 19 Marzo 2010 | — | Deposito iniziale | — | SEC |
| The Estate of Bruce Wasserstein, Deceased (2), The Cranberry Dune 1998 Long–Term Trust, a trust for the descendants of Bruce Wasserstein (2), Bruce Wasserstein 2005 Trust (2) | 05 Marzo 2010 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata | 15 Dicembre 2006 | — | Deposito iniziale | — | SEC |
| 24 Maggio 2005 | — | Deposito iniziale | — | SEC | |
| LAZ-MD Holdings LLC | 20 Maggio 2005 | — | Deposito iniziale | — | SEC |
| Bruce Wasserstein, Ellis Jones, solely as trustee of certain trusts for the descendants of Bruce Wasserstein, Pamela Wasserstein, solely as trustee of a trust for the descendants of Bruce Wasserstein, Ben Wasserstein, solely as trustee of a trust for the descendants of Bruce Wasserstein | 20 Maggio 2005 | — | 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 84 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 |
|---|---|---|---|---|
| JMID · Janus Detroit Street Trust | 1,35% | 5.071 NS | 30 Aprile 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1,08% | 6.608 SH | 08 Agosto 2026 | Giornaliero |
| FDIV · EA Series Trust | 1,01% | 15.130 NS | 30 Aprile 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,92% | 186.787 NS | 30 Aprile 2026 | N-PORT |
| FFND · Northern Lights Fund Trust II | 0,80% | 17.339 NS | 31 Maggio 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,45% | 120.224 NS | 30 Aprile 2026 | N-PORT |
| DVY · iShares Trust | 0,44% | 2.371.355 SH | 08 Agosto 2026 | Giornaliero |
| IAI · iShares Trust | 0,43% | 135.642 SH | 08 Agosto 2026 | Giornaliero |
| OUSM · ALPS ETF Trust | 0,42% | 78.091 NS | 31 Maggio 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,34% | 75.030 NS | 30 Aprile 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,31% | 144.565 SH | 08 Agosto 2026 | Giornaliero |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,25% | 390.580 SH | 08 Agosto 2026 | Giornaliero |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,22% | 103.892 SH | 08 Agosto 2026 | Giornaliero |
| BKSE · BNY Mellon ETF Trust | 0,20% | 3.353 NS | 30 Aprile 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,20% | 51.848 SH | 08 Agosto 2026 | Giornaliero |
| IJS · iShares Trust | 0,17% | 332.861 SH | 08 Agosto 2026 | Giornaliero |
| IJR · iShares Trust | 0,17% | 4.443.975 SH | 08 Agosto 2026 | Giornaliero |
| IJT · iShares Trust | 0,14% | 268.532 SH | 08 Agosto 2026 | Giornaliero |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,14% | 80.148 NS | 31 Maggio 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 79.196 SH | 08 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,12% | 340.603 NS | 30 Aprile 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,12% | 3.421.000 | 08 Agosto 2026 | Giornaliero |
| SCHA · SCHWAB STRATEGIC TRUST | 0,11% | 542.543 NS | 31 Maggio 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 1.626.813 SH | 08 Agosto 2026 | Giornaliero |
| SCHM · SCHWAB STRATEGIC TRUST | 0,10% | 304.938 NS | 31 Maggio 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,10% | 4.336 NS | 31 Maggio 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 38.332 NS | 30 Aprile 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,08% | 21.366 NS | 30 Aprile 2026 | N-PORT |
| VCSH · VANGUARD SCOTTSDALE FUNDS | 0,07% | 33.197.000 PA | 08 Agosto 2026 | Giornaliero |
| SCAP · Series Portfolios Trust | 0,07% | 296 NS | 31 Maggio 2026 | N-PORT |
| IYG · iShares Trust | 0,06% | 32.168 SH | 08 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | 0,06% | 4.197 SH | 08 Agosto 2026 | Giornaliero |
| DEUS · DBX ETF Trust | 0,06% | 3.615 NS | 29 Maggio 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 11.821 SH | 08 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,06% | 2.562.895 SH | 08 Agosto 2026 | Giornaliero |
| SMLF · iShares Trust | 0,06% | 54.691 SH | 08 Agosto 2026 | Giornaliero |
| FNCL · FIDELITY COVINGTON TRUST | 0,06% | 25.422 NS | 30 Aprile 2026 | N-PORT |
| IYF · iShares Trust | 0,05% | 53.224 SH | 08 Agosto 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 1.280.719 SH | 08 Agosto 2026 | Giornaliero |
| VFH · VANGUARD WORLD FUND | 0,05% | 153.169 SH | 08 Agosto 2026 | Giornaliero |
| SMMD · iShares Trust | 0,05% | 40.927 SH | 08 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,04% | 5.724 SH | 08 Agosto 2026 | Giornaliero |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,03% | 3.278 NS | 31 Maggio 2026 | N-PORT |
| IWS · iShares Trust | 0,03% | 106.065 SH | 08 Agosto 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,03% | 2.344 NS | 30 Aprile 2026 | N-PORT |
| IWR · iShares Trust | 0,03% | 370.698 SH | 08 Agosto 2026 | Giornaliero |
| ISCG · iShares Trust | 0,03% | 6.319 SH | 08 Agosto 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,03% | 10.843 NS | 30 Aprile 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 217.074 NS | 30 Aprile 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 3.659 NS | 31 Maggio 2026 | N-PORT |