LMNR Limoneira Co - Common Stock

NASDAQ · Food Products · Visualizza su SEC EDGAR ↗
$13,88
Prezzo · Ago 18, 2026
Fondamentali al Giu 9, 2026

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

Prezzo
$13.88
Capitalizzazione di Mercato
$251M
P/E (TTM)
-15.0
EPS (TTM)
$-0.93
Ricavi (TTM)
$160M
Rendimento div.
2.2%
ROE
-8.8%
D/E Debito/Patrimonio
0.4
Intervallo 52 sett.
$12 – $17

LMNR 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 $160M
10-point trend, +42.9%
2016-10-31 2025-10-31
EPS $-0.93
10-point trend, -278.8%
2016-10-31 2025-10-31
Flusso di cassa libero
4-point trend, -644.5%
2016-10-31 2019-10-31
Margini -10.0%

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

Metrica
Tendenza 5 anni
LMNR
Mediana dei peer
P/E (TTM)
5-point trend, +78.3%
-15.0
17.9
P/S (TTM)
5-point trend, -7.1%
1.6
0.5
P/B
5-point trend, -6.5%
1.4
1.2
EV / EBITDA
5-point trend, -124.2%
-28.8

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

Metrica
Tendenza 5 anni
LMNR
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, -235.4%
-12.8%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -383.6%
-10.0%
-56.8%
ROA
5-point trend, -495.5%
-5.2%
-10.5%
ROE
5-point trend, -389.4%
-8.8%
-32.2%
ROIC
5-point trend, -240.0%
-6.3%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
LMNR
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, -42.9%
0.4
27.0
Current Ratio (Rapporto corrente)
5-point trend, +12.9%
1.3
1.4
Quick Ratio
5-point trend, +11.0%
0.6

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

Metrica
Tendenza 5 anni
LMNR
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, -3.8%
-16.6%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, -3.8%
-4.7%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, -3.8%
-0.59%
EPS YoY
5-point trend, -304.3%
-20.0%
Net Income YoY (Utile Netto YoY)
5-point trend, -364.4%
-17.9%

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

Metrica
Tendenza 5 anni
LMNR
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -304.3%
$-0.93

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

Metrica
Tendenza 5 anni
LMNR
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +78.0%
-33.9%

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

Dividend Yield
2.2%
Rapporto di Distribuzione Utili
-33.9%
CAGR Dividendi 5Y
Data ex-dividendoImporto
30 Dicembre 2025$0,0750
06 Ottobre 2025$0,0750
07 Luglio 2025$0,0750
31 Marzo 2025$0,0750
30 Dicembre 2024$0,0750
07 Ottobre 2024$0,0750
08 Luglio 2024$0,0750
28 Marzo 2024$0,0750
29 Dicembre 2023$0,0750
06 Ottobre 2023$0,0750
10 Luglio 2023$0,0750
03 Aprile 2023$0,0750
30 Dicembre 2022$0,0750
06 Ottobre 2022$0,0750
08 Luglio 2022$0,0750
04 Aprile 2022$0,0750
23 Dicembre 2021$0,0750
07 Ottobre 2021$0,0750
02 Luglio 2021$0,0750
01 Aprile 2021$0,0750

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

COMPRA 9 analisti
  • Acquisto forte 2 22,2%
  • Compra 5 55,6%
  • Mantieni 2 22,2%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

3 analisti · 2026-08-18
Target mediano $18.00 +29,7%
Target medio $21.33 +53,8%

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

Sorpresa media
-0.16%
Prossimo report
Set 15, 2026
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $-0.29 $-0.21 -0.08%
31 Marzo 2026 $-0.48 $-0.34 -0.14%
31 Dicembre 2025 $-0.45 $-0.11 -0.34%
30 Settembre 2025 $-0.02 $0.06 -0.08%
30 Giugno 2025 $-0.17 $-0.01 -0.16%

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
LMNR $255M -15.2 -16.6% -10.0% -8.8%
DAR $5.95B 96.5 7.4% 1.0% 1.4% 24.0%
INGR $6.94B 9.9 -2.8% 10.1% 18.1% 25.3%
CHSCP
ALCO $265M -1.8 -5.5% -334.4% -83.2% -436.2%
LOCL $48M -0.4 26.8% -195.1% 63.1% 12.1%
SDOT $2M -0.1 -64.8% -37.8% 661.9% 1.8%

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

Conto Economico 16
Dati annuali Conto Economico per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +54.4% $160M $192M $180M $185M $166M $165M $171M $129M $121M $112M $100M $103M
Cost of Revenue 12-point trend, +108.3% $155M $165M $169M $161M $148M $157M $152M $98M $91M $84M $77M $74M
SG&A Expense 12-point trend, +70.7% $24M $27M $26M $22M $19M $21M $21M $16M $14M $13M $14M $14M
Operating Expenses 12-point trend, +92.5% $180M $198M $169M $182M $172M $184M $177M $120M $109M $103M $96M $94M
Operating Income 12-point trend, -306.3% $-20M $-6M $11M $2M $-6M $-19M $-6M $9M $12M $9M $5M $10M
Interest Expense 8-point trend, +1501000.00 · · · · $2M $2M $2M $1M $2M $1M $148.0K $0
Interest Income 3-point trend, -61.7% · · · · · · · · · $23.0K $40.0K $60.0K
Other Non-op 12-point trend, -73.3% $93.0K $212.0K $-3M $-955.0K $89.0K $219.0K $129.0K $313.0K $492.0K $498.0K $410.0K $348.0K
Pretax Income 12-point trend, -298.8% $-21M $12M $13M $349.0K $-4M $-26M $-7M $13M $11M $13M $11M $11M
Income Tax 12-point trend, -230.1% $-5M $4M $4M $823.0K $-266.0K $-8M $-1M $-7M $4M $5M $4M $4M
Net Income 12-point trend, -328.6% $-16M $8M $9M $-236.0K $-3M $-16M $-6M $20M $7M $8M $7M $7M
EPS (Basic) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.26 $0.42 $0.52 $0.46 $0.46
EPS (Diluted) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.25 $0.42 $0.52 $0.46 $0.46
Shares (Basic) 12-point trend, +26.9% 17,834,000 17,715,000 17,603,000 17,513,000 17,555,000 17,666,000 17,580,000 15,581,000 14,315,000 14,168,000 14,119,000 14,055,000
Shares (Diluted) 12-point trend, +26.9% 17,834,000 17,715,000 17,603,000 17,513,000 17,555,000 17,666,000 17,580,000 16,209,000 14,315,000 14,168,000 14,119,000 14,055,000
EBITDA 12-point trend, -213.2% $-11M $2M $19M $12M $3M $-9M $3M $17M $12M $9M $5M $10M
Stato Patrimoniale 28
Dati annuali Stato Patrimoniale per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +1540.2% $2M $3M $4M $857.0K $439.0K $501.0K $616.0K $609.0K $492.0K $38.0K $39.0K $92.0K
Receivables 12-point trend, +113.3% $15M $15M $14M $16M $17M $16M $15M $14M $11M $9M $7M $7M
Prepaid Expense 12-point trend, +67.2% $4M $4M $6M $8M $11M $11M $8M $11M $7M $3M $2M $3M
Current Assets 12-point trend, +173.2% $40M $26M $30M $38M $42M $43M $35M $31M $23M $18M $14M $15M
PP&E (Net) 12-point trend, +63.1% $173M $162M $161M $223M $242M $243M $248M $226M $188M $177M $129M $106M
PP&E (Gross) 12-point trend, +69.2% $260M $249M $242M $314M $328M $320M $319M $293M $249M $232M $180M $154M
Accum. Depreciation 12-point trend, +82.8% $87M $87M $81M $91M $86M $78M $71M $67M $60M $55M $51M $48M
Goodwill 12-point trend, +121.5% $2M $2M $2M $2M $2M $2M $2M $1M $876.0K $680.0K $680.0K $680.0K
Intangibles 12-point trend, +2030.9% $3M $5M $7M $7M $8M $11M $12M $6M $84.0K $97.0K $110.0K $123.0K
Other Non-current Assets 12-point trend, +36.7% $11M $12M $13M $17M $11M $9M $9M $7M $10M $9M $9M $8M
Total Assets 12-point trend, +26.0% $311M $299M $301M $369M $392M $390M $400M $421M $339M $305M $269M $247M
Accounts Payable 12-point trend, +24.1% $8M $7M $10M $11M $9M $6M $5M $6M $6M $6M $7M $6M
Accrued Liabilities 12-point trend, +23.2% $9M $12M $9M $11M $7M $8M $8M $8M $5M $6M $6M $8M
Current Liabilities 12-point trend, +42.4% $30M $35M $33M $39M $35M $31M $32M $27M $24M $24M $20M $21M
Capital Leases 6-point trend, -86.4% $219.0K $400.0K $2M $4M $2M $2M · · · · · ·
Deferred Tax 12-point trend, -26.9% $15M $20M $22M $23M $23M $22M $24M $25M $31M $25M $19M $21M
Other Non-current Liabilities 12-point trend, -62.1% $2M $1M $5M $10M $5M $7M $5M $4M $4M $6M $8M $6M
Total Liabilities 12-point trend, +3.5% $120M $96M $101M $177M $193M $183M $167M $191M $191M $167M $136M $116M
Long-term Debt 12-point trend, +6.0% $72M $41M $41M $106M $133M $126M $109M $80M $105M $91M $90M $68M
Total Debt 12-point trend, +6.0% $72M $41M $41M $106M $133M $126M $109M $80M $105M $91M $90M $68M
Common Stock 12-point trend, +28.6% $180.0K $180.0K $179.0K $177.0K $179.0K $179.0K $178.0K $176.0K $144.0K $142.0K $141.0K $140.0K
Paid-in Capital 12-point trend, +90.9% $171M $170M $168M $165M $164M $162M $160M $159M $94M $92M $91M $90M
Retained Earnings 12-point trend, -104.6% $-1M $21M $19M $16M $22M $31M $53M $50M $35M $32M $27M $23M
Treasury Stock 7-point trend, +3493000.00 $3M $3M $3M $3M $3M $3M $0 · · · · ·
AOCI 12-point trend, -222.7% $-6M $-7M $-6M $-8M $-6M $-8M $-7M $9M $7M $3M $3M $5M
Stockholders' Equity 12-point trend, +52.1% $180M $192M $190M $181M $188M $196M $222M $219M $137M $126M $121M $118M
Liabilities + Equity 12-point trend, +26.0% $311M $299M $301M $369M $392M $390M $400M $421M $339M $305M $269M $247M
Shares Outstanding 12-point trend, +28.1% 18,036,891 18,033,171 17,941,032 17,684,315 17,685,400 17,606,730 17,756,180 17,647,135 14,405,031 14,178,226 14,135,080 14,078,077
Flusso di cassa 19
Dati annuali Flusso di cassa per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +161.9% $9M $8M $9M $10M $10M $10M $9M $7M $6M $5M $4M $4M
Stock-based Comp 12-point trend, +175.7% $3M $4M $4M $3M $3M $2M $2M $1M $1M $1M $1M $1M
Deferred Tax 12-point trend, -3548.1% $-5M $-2M $-2M $548.0K $-189.0K $-2M $-773.0K $-7M $2M $6M $-350.0K $-129.0K
Amort. of Intangibles 12-point trend, +950.9% $578.0K $677.0K $730.0K $723.0K $929.0K $999.0K $689.0K $84.0K $85.0K $83.0K $85.0K $55.0K
Other Non-cash 8-point trend, +176.5% $2M $-266.0K $-36M $2M $841.0K $-5M $-2M $-3M · · · ·
Operating Cash Flow 12-point trend, -137.3% $-6M $18M $-16M $15M $10M $-11M $1M $18M $18M $14M $8M $16M
CapEx 6-point trend, -38.7% · · · · · · $16M $14M $13M $16M $31M $26M
Investing Cash Flow 12-point trend, +35.9% $-18M $-9M $91M $19M $-10M $4M $-24M $-51M $-26M $-12M $-26M $-29M
Debt Issued 12-point trend, +44.4% $170M $176M $58M $147M $102M $121M $123M $167M $181M $157M $120M $118M
Net Debt Issued 12-point trend, +412.5% $32M $-372.0K $-65M $-27M $7M $17M $29M $-26M $12M $1M $21M $6M
Stock Issued 7-point trend, +0.00 · · · · · $0 $0 $64M $0 $0 $0 $0
Stock Repurchased 5-point trend, +0.00 · · · $0 $0 $3M $0 $0 · · · ·
Net Stock Activity 6-point trend, +0.00 · · · $0 $0 $-3M $0 $64M · · $0 ·
Dividends Paid 12-point trend, +133.3% $5M $5M $5M $5M $5M $5M $5M $4M $3M $3M $3M $2M
Financing Cash Flow 12-point trend, +82.1% $23M $-9M $-72M $-34M $534.0K $7M $22M $33M $8M $-3M $18M $13M
Net Change in Cash 9-point trend, -427.5% $-1M $-635.0K $3M $418.0K $-62.0K $-115.0K $7.0K $117.0K $454.0K · · ·
Taxes Paid 12-point trend, -89.1% $707.0K $5M $7M $83.0K $-6M $-1M $130.0K $210.0K $-540.0K $2M $3M $6M
Free Cash Flow 6-point trend, -45.6% · · · · · · $-15M $5M $6M $-2M $-24M $-10M
Levered FCF 5-point trend, +31.3% · · · · · · $-16M $3M $4M $-3M $-24M ·
Redditività 7
Dati annuali Redditività per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -233.7% -12.8% -3.2% 6.0% 1.2% -3.8% -11.6% -3.2% 7.3% 9.8% 8.2% 4.6% 9.6%
Net Margin 12-point trend, -248.1% -10.0% 4.0% 5.2% -0.13% -2.1% -10.0% -3.5% 15.6% 5.4% 7.2% 7.1% 6.8%
Pretax Margin 12-point trend, -228.8% -13.2% 6.0% 7.4% 0.19% -2.5% -16.1% -3.8% 10.4% 8.8% 11.9% 11.0% 10.2%
EBITDA Margin 12-point trend, -173.3% -7.0% 1.1% 10.8% 6.5% 2.1% -5.4% 1.8% 13.0% 9.8% 8.2% 4.6% 9.6%
ROA 12-point trend, -271.2% -5.2% 2.6% 2.8% -0.06% -0.88% -4.2% -1.5% 5.3% 2.1% 2.8% 2.7% 3.1%
ROE 12-point trend, -242.3% -8.8% 4.0% 4.9% -0.13% -1.8% -8.2% -2.6% 9.1% 5.0% 6.5% 5.9% 6.2%
ROIC 12-point trend, -279.2% -6.3% -1.7% 3.2% -1.0% -1.8% -4.0% -1.4% 4.8% 3.0% 2.6% 1.4% 3.5%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +77.6% 1.3 0.7 0.9 1.0 1.2 1.4 1.1 1.1 1.0 0.8 0.7 0.8
Quick Ratio 12-point trend, +62.3% 0.6 0.5 0.5 0.4 0.5 0.5 0.6 0.5 0.5 0.4 0.4 0.3
Debt / Equity 12-point trend, -30.3% 0.4 0.2 0.2 0.6 0.7 0.6 0.5 0.4 0.8 0.7 0.7 0.6
LT Debt / Equity 12-point trend, -29.7% 0.4 0.2 0.2 0.6 0.7 0.6 0.5 0.4 0.7 0.7 0.7 0.6
Interest Coverage 7-point trend, -117.3% · · · · -4.2 -9.3 -2.6 8.5 6.7 6.4 24.4 ·
Efficienza 2
Dati annuali Efficienza per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +15.8% 0.5 0.6 0.5 0.5 0.4 0.4 0.4 0.3 0.4 0.4 0.4 0.5
Receivables Turnover 12-point trend, -30.1% 10.6 13.1 11.9 11.1 9.8 10.5 10.6 10.3 12.0 13.4 13.7 15.2
Per Azione 7
Dati annuali Per Azione per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +18.7% $9.98 $10.63 $10.57 $10.24 $10.65 $11.12 $12.49 $12.42 $9.50 $8.92 $8.58 $8.41
Revenue / Share 12-point trend, +21.7% $8.96 $10.81 $10.22 $10.54 $9.46 $9.31 $9.75 $7.98 $8.47 $7.89 $7.10 $7.36
Cash Flow / Share 12-point trend, -130.3% $-0.34 $1.01 $-0.90 $0.85 $0.55 $-0.64 $0.08 $1.14 $1.29 $1.01 $0.55 $1.11
Cash / Share 12-point trend, +1187.7% $0.08 $0.17 $0.20 $0.05 $0.02 $0.03 $0.03 $0.03 $0.03 $0.00 $0.00 $0.01
Dividend / Share 9-point trend, +36.4% $0 $0 $0 $0 $0 $0 $0 $0 $0 · · ·
Dividend Paid / Share 5-point trend, +47.1% · · · · · · · $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.25 $0.42 $0.52 $0.46 $0.46
Tassi di Crescita 6
Dati annuali Tassi di Crescita per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -1965.2% -16.6% 6.5% -2.5% 11.2% 0.89% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -256.0% -4.7% 4.9% 3.0% · · · · · · · · ·
Revenue CAGR 5Y -0.59% · · · · · · · · · · ·
EPS YoY · -20.0% · · · · · · · · · ·
Net Income YoY · -17.9% · · · · · · · · · ·
Dividend CAGR 5Y 0.22% · · · · · · · · · · ·
Valutazione (TTM) 17
Dati annuali Valutazione (TTM) per LMNR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +54.4% $160M $192M $180M $185M $166M $165M $171M $129M $121M $112M $100M $103M
Net Income TTM 12-point trend, -328.6% $-16M $8M $9M $-236.0K $-3M $-16M $-6M $20M $7M $8M $7M $7M
Market Cap 12-point trend, -29.4% $255M $462M $256M $211M $285M $244M $336M $435M $336M $279M $224M $361M
Enterprise Value 12-point trend, -24.1% $326M $500M $294M $316M $418M $369M $444M $514M $441M $370M $314M $430M
P/E 12-point trend, -127.2% -15.2 64.1 28.6 -298.2 -70.1 -14.4 -51.1 19.7 55.6 37.9 34.5 55.8
P/S 12-point trend, -54.3% 1.6 2.4 1.4 1.1 1.7 1.5 2.0 3.4 2.8 2.5 2.2 3.5
P/B 12-point trend, -53.6% 1.4 2.4 1.4 1.2 1.5 1.2 1.5 2.0 2.5 2.2 1.8 3.1
P / Tangible Book 6-point trend, +8.8% 1.4 2.5 1.4 1.2 1.6 1.3 · · · · · ·
P / Cash Flow 12-point trend, -283.8% -42.4 25.9 -16.2 14.2 29.7 -21.5 246.1 23.6 18.2 19.5 29.1 23.1
P / FCF 6-point trend, +36.1% · · · · · · -23.2 96.2 60.3 -143.3 -9.5 -36.3
EV / EBITDA 12-point trend, -167.0% -29.1 227.7 15.2 26.3 120.0 -41.4 142.4 30.7 37.2 40.2 68.5 43.4
EV / FCF 6-point trend, +29.0% · · · · · · -30.6 113.7 79.0 -189.8 -13.3 -43.1
EV / Revenue 12-point trend, -50.9% 2.0 2.6 1.6 1.7 2.5 2.2 2.6 4.0 3.6 3.3 3.1 4.2
Dividend Yield 12-point trend, +231.2% 2.1% 1.2% 2.1% 2.5% 1.9% 2.2% 1.6% 0.93% 0.94% 1.0% 1.1% 0.64%
Earnings Yield 12-point trend, -467.6% -6.6% 1.6% 3.5% -0.34% -1.4% -6.9% -2.0% 5.1% 1.8% 2.6% 2.9% 1.8%
Payout Ratio 12-point trend, -202.0% -33.9% 70.1% 57.3% -2252.1% -154.1% -32.6% -89.7% 19.9% 47.8% 35.2% 35.9% 33.2%
Annual Payout 12-point trend, +133.3% $5M $5M $5M $5M $5M $5M $5M $4M $3M $3M $3M $2M

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

Conto Economico
2025-10-312024-10-312023-10-312022-10-312021-10-31
Ricavi $160M$192M$180M$185M$166M
Margine Operativo % -12.8%-3.2%6.0%1.2%-3.8%
Utile netto $-16M$8M$9M$-236.0K$-3M
EPS Diluito $-0.93$0.40$0.50$-0.04$-0.23
Stato Patrimoniale
2025-10-312024-10-312023-10-312022-10-312021-10-31
Debito / Patrimonio Netto 0.40.20.20.60.7
Rapporto corrente 1.30.70.91.01.2
Quick Ratio 0.60.50.50.40.5

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Proprietari istituzionali (13F) 123 filer · $126.3M 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
16 (-4 vs trimestre precedente) 14 (+8 vs trimestre precedente) 37 (+2 vs trimestre precedente) 29 (-4 vs trimestre precedente) +1.5M

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
Global Alpha Capital Management Ltd. $38.057.948 2.898.549 30,14% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $9.389.132 715.090 7,44% Azioni
FIRST WILSHIRE SECURITIES MANAGEMENT INC $7.701.218 586.536 6,10% Azioni
AMERIPRISE FINANCIAL INC $6.795.694 517.570 5,38% Azioni
DIMENSIONAL FUND ADVISORS LP $4.622.482 352.055 3,66% Azioni
GEODE CAPITAL MANAGEMENT, LLC $4.610.272 351.026 3,65% Azioni
STATE STREET CORP $4.546.775 346.289 3,60% Azioni
Peapod Lane Capital LLC $4.475.760 340.880 3,54% Azioni
Riverwater Partners LLC $4.430.547 337.437 3,51% Azioni
GAMCO INVESTORS, INC. ET AL $3.849.716 293.200 3,05% Azioni
Quinn Opportunity Partners LLC $2.368.087 180.357 1,88% Azioni
FLAX POND CAPITAL, LLC $2.363.505 180.008 1,87% Azioni
WHITE PINE CAPITAL LLC $2.027.320 154.404 1,61% Azioni
GABELLI FUNDS LLC $1.962.935 149.500 1,55% Azioni
Teton Advisors, Inc. $1.846.700 118.000 1,46% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $1.475.011 112.339 1,17% Azioni
Teton Advisors, LLC $1.457.430 111.000 1,15% Azioni
VANGUARD FIDUCIARY TRUST CO $1.419.904 108.142 1,12% Azioni
Cinctive Capital Management LP $1.266.441 96.454 1,00% Azioni
CITADEL ADVISORS LLC $1.175.660 89.540 0,93% Azioni
Quantinno Capital Management LP $1.163.371 88.604 0,92% Azioni
Robertson Stephens Wealth Management, LLC $1.158.132 88.205 0,92% Azioni
Advisors Asset Management, Inc. $1.148.275 46.945 0,91% Azioni
Federation des caisses Desjardins du Quebec $989.198 75.327 0,78% Azioni
Rathbones Group PLC $963.216 73.360 0,76% Azioni
SFE Investment Counsel $787.931 60.010 0,62% Azioni
D. E. Shaw & Co., Inc. $784.990 59.786 0,62% Azioni
Oakum Bay Capital LLC $756.955 56.405 0,60% Azioni
AQR CAPITAL MANAGEMENT LLC $728.295 55.468 0,58% Azioni
GOLDMAN SACHS GROUP INC $684.362 52.122 0,54% Azioni
ENVESTNET ASSET MANAGEMENT INC $611.651 46.584 0,48% Azioni
Marquette Asset Management, LLC $608.379 46.335 0,48% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $551.736 42.021 0,44% Azioni
Mutual Advisors, LLC $525.200 40.000 0,42% Azioni
Sowell Financial Services LLC $514.171 39.160 0,41% Azioni
AMERICAN CENTURY COMPANIES INC $513.738 39.127 0,41% Azioni
NJ State Employees Deferred Compensation Plan $415.800 28.000 0,33% Azioni
MORGAN STANLEY $414.383 31.560 0,33% Azioni
Stratos Wealth Partners, LTD. $414.068 31.536 0,33% Azioni
Vident Advisory, LLC $378.407 28.820 0,30% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $376.503 28.675 0,30% Azioni
First Interstate Bank $328.250 25.000 0,26% Azioni
RHUMBLINE ADVISERS $279.660 21.300 0,22% Azioni
XTX Topco Ltd $260.460 19.837 0,21% Azioni
WHITTIER TRUST CO $253.003 18.980 0,20% Azioni
TWO SIGMA ADVISERS, LP $252.500 20.000 0,20% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $223.210 17.000 0,18% Azioni
R Squared Ltd $221.936 16.903 0,18% Azioni
Nuveen Asset Management, LLC $217.474 8.891 0,17% Azioni
DEUTSCHE BANK AG\ $215.253 16.394 0,17% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $207.467 15.801 0,16% Azioni
WELLS FARGO & COMPANY/MN $184.752 14.071 0,15% Azioni
Parvin Asset Management, LLC $180.538 13.750 0,14% Azioni
Bank of New York Mellon Corp $175.798 13.389 0,14% Azioni
MERCER GLOBAL ADVISORS INC /ADV $175.535 13.369 0,14% Azioni
FMR LLC $175.036 13.331 0,14% Azioni
EntryPoint Capital, LLC $174.511 13.291 0,14% Azioni
Abel Hall, LLC $174.117 13.261 0,14% Azioni
BlackRock, Inc. $173.684 13.228 0,14% Azioni
BANK OF AMERICA CORP /DE/ $166.331 12.668 0,13% Azioni
EVERETT HARRIS & CO /CA/ $154.527 11.769 0,12% Azioni
Schonfeld Strategic Advisors LLC $154.394 11.759 0,12% Azioni
Trexquant Investment LP $142.605 10.861 0,11% Azioni
HSBC HOLDINGS PLC $138.772 10.545 0,11% Azioni
MetLife Investment Management, LLC $123.514 9.407 0,10% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $101.574 7.736 0,08% Azioni
CITIGROUP INC $89.271 6.799 0,07% Azioni
Invesco Ltd. $87.748 6.683 0,07% Azioni
CWM, LLC $83.123 6.194 0,07% Azioni
Vanguard Global Advisers, LLC $79.830 6.080 0,06% Azioni
VANGUARD GROUP INC $76.760 6.080 0,06% Azioni
Nuveen, LLC $68.775 5.238 0,05% Azioni
McIlrath & Eck, LLC $65.355 4.870 0,05% Azioni
Leonteq Securities AG $56.800 4.326 0,04% Azioni
Police & Firemen's Retirement System of New Jersey $47.268 3.600 0,04% Azioni
BNP PARIBAS FINANCIAL MARKETS $44.353 3.378 0,04% Azioni
Versant Capital Management, Inc $41.386 3.152 0,03% Azioni
UBS Group AG $40.047 3.050 0,03% Azioni
TRUST CO OF VERMONT $32.694 2.490 0,03% Azioni
BARCLAYS PLC $31.735 2.417 0,03% Azioni
NORTHERN TRUST CORP $31.565 2.404 0,02% Azioni
Arax Advisory Partners $20.286 1.545 0,02% Azioni
Legal & General Group Plc $19.249 1.466 0,02% Azioni
Ameritas Investment Partners, Inc. $18.986 1.446 0,02% Azioni
WHITTIER TRUST CO OF NEVADA INC $13.440 1.000 0,01% Azioni
Tower Research Capital LLC (TRC) $13.104 998 0,01% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $12.105 902 0,01% Azioni
Russell Investments Group, Ltd. $10.688 814 0,01% Azioni
NISA INVESTMENT ADVISORS, LLC $10.294 784 0,01% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $9.821 748 0,01% Azioni
OSAIC HOLDINGS, INC. $8.206 625 0,01% Azioni
Spartan Fund Management Inc. $7.852 321 0,01% Azioni
Ancora Advisors LLC $6.565 500 0,01% Azioni
ROYAL BANK OF CANADA $6.000 478 0,00% Azioni
Integrated Wealth Concepts LLC $5.709 435 0,00% Azioni
HUNTINGTON NATIONAL BANK $5.134 391 0,00% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5.046 376 0,00% Azioni
MassMutual Private Wealth & Trust, FSB $4.976 379 0,00% Azioni
Sterling Capital Management LLC $4.451 339 0,00% Azioni
GAMMA Investing LLC $3.978 303 0,00% Azioni

Insider aziendali 24 insider · 6 dirigenti · 19 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Harold S Edwards President and CEO 22 Dicembre 2025 F 243.609 0 0 $0
Mark Palamountain EVP, CFO and Treasurer 09 Febbraio 2026 D 75.958 0 0 $0
Joseph D Rumley CFO, Secretary and Treasurer 24 Dicembre 2017 F 17.642 0 0 $0
Amy Fukutomi Director of Compliance & Business Development 22 Marzo 2022 A 5.326 0 0 $0
Alex M Teague Senior Vice President 01 Febbraio 2022 F 149.471 0 0 $0
Peter W Dinkler Vice Pres of Lemon Packing 07 Gennaio 2011 F 42.468 0 0 $0
Barbara Carbone Direttore 25 Marzo 2026 A 19.293 0 0 $0
Edgar A. Terry Direttore 25 Marzo 2026 A 32.590 0 0 $0
Elizabeth Mora Direttore 25 Marzo 2026 A 23.850 0 0 $0
Scott S Slater Direttore 25 Marzo 2026 A 70.762 1 0 $64.250
Gordon E Kimball Direttore 25 Marzo 2026 A 60.858 0 0 $0
Peter J Nolan Direttore 25 Marzo 2026 A 1.140.177 2 0 $254.779
Elizabeth Blanchard Chess Direttore 22 Marzo 2023 A 8.821 0 0 $0
Jose De Jesus Loza Direttore 22 Marzo 2022 A 421.377 0 0 $0
Donald R Rudkin Direttore 22 Marzo 2022 A 7.037 0 0 $0
John W.H. Merriman Direttore 22 Marzo 2022 A 4.043 0 0 $0
Robert M Sawyer Direttore 22 Marzo 2022 A 72.823 0 0 $0
Lecil E Cole Direttore 23 Gennaio 2018 A 66.853 0 0 $0
Ronald L Michaelis Direttore 10 Ottobre 2017 G 112.178 0 0 $0
John W Blanchard Direttore 14 Aprile 2016 S 126.498 0 0 $0
Keith W Renken Direttore 14 Settembre 2015 P 17.089 0 0 $0
Alan M Teague Direttore 21 Aprile 2014 S 105.968 0 0 $0
Allan M Pinkerton Direttore 28 Gennaio 2014 A 631.018 0 0 $0
Gregory C. Hamm 03 Agosto 2026 S 86.812 0 6 $-78.970

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
Peter J. Nolan ×2 depositi 18 Dicembre 2023 Deposito iniziale SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Proprietà ETF Posseduti da 29 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
IWC · iShares Trust 0,05% 56.582 SH 08 Agosto 2026 Giornaliero
IWN · iShares Trust 0,02% 167.229 SH 08 Agosto 2026 Giornaliero
AVSC · AMERICAN CENTURY ETF TRUST 0,02% 34.477 NS 31 Maggio 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 96.181 SH 08 Agosto 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 0,01% 14.650 SH 08 Agosto 2026 Giornaliero
IWM · iShares Trust 0,01% 388.985 SH 08 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,01% 7.251 NS 30 Aprile 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 60.239 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,01% 785 NS 31 Maggio 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,01% 42 NS 31 Maggio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,00% 9.673 SH 08 Agosto 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,00% 1.437 NS 30 Aprile 2026 N-PORT
UWM · ProShares Trust 0,00% 613 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,00% 623 NS 31 Maggio 2026 N-PORT
DFAT · Dimensional ETF Trust 0,00% 16.975 NS 30 Aprile 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 41.759 NS 30 Aprile 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 602 NS 31 Maggio 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 1.700 NS 30 Aprile 2026 N-PORT
HDG · ProShares Trust 0,00% 16 NS 31 Maggio 2026 N-PORT
DFSV · Dimensional ETF Trust 0,00% 4.057 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 1.304 NS 30 Aprile 2026 N-PORT
IWV · iShares Trust 0,00% 7.553 SH 08 Agosto 2026 Giornaliero
DFUV · Dimensional ETF Trust 0,00% 5.260 NS 30 Aprile 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 3.631 NS 30 Aprile 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 1.913 NS 31 Maggio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 2.209 NS 30 Aprile 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 192.133 SH 08 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 504.635 SH 08 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.508 SH 08 Agosto 2026 Giornaliero