LOCO El Pollo Loco Holdings, Inc. - Common Stock
$15,44
Prezzo · Ago 18, 2026
Fondamentali al Ago 7, 2026
Intervallo 52 sett.
$9–$17
77% of range
Rating Analisti
BUY
12 analysts
Prezzo Obiettivo
$20
+32% upside
P/E (TTM)
17.1
ROE
9.4%
Margine di Profitto Netto
5.4%
LOCO Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$15.44
Capitalizzazione di Mercato
$462M
P/E (TTM)
17.1
EPS (TTM)
$0.90
Ricavi (TTM)
$490M
Rendimento div.
—
ROE
9.4%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$9 – $17
LOCO Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$490M
2016-12-28
→
2025-12-31
EPS
$0.90
2016-12-28
→
2025-12-31
Flusso di cassa libero
$25M
2016-12-28
→
2025-12-31
Margini
5.4%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
LOCO
Mediana dei peer
P/E (TTM)
17.1
21.8
P/S (TTM)
0.9
1.2
P/B
1.6
4.7
Price / FCF (Prezzo / FCF)
18.2
—
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
LOCO
Mediana dei peer
Operating Margin (Margine Operativo)
8.6%
—
Net Profit Margin (Margine di Profitto Netto)
5.4%
0.30%
ROA
4.4%
0.23%
ROE
9.4%
10.1%
ROIC
10.2%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
LOCO
Mediana dei peer
Current Ratio (Rapporto corrente)
0.3
0.9
Quick Ratio
0.1
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
LOCO
Mediana dei peer
Revenue YoY (Ricavi YoY)
3.6%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
1.4%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
2.8%
—
EPS YoY
4.7%
—
Net Income YoY (Utile Netto YoY)
3.1%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
LOCO
Mediana dei peer
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield
—
Rapporto di Distribuzione Utili
—
CAGR Dividendi 5Y
—
| Data ex-dividendo | Importo |
|---|---|
| 21 Ottobre 2022 | $1,5000 |
LOCO Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
12 analisti
- Acquisto forte 3 25,0%
- Compra 6 50,0%
- Mantieni 3 25,0%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
5 analisti · 2026-08-17
Mediana
$21.00
Media
$20.30
← Sotto tutti i target
$15.44
Basso
$17.00
Alto
$22.50
Target mediano
$21.00
+36,1%
Target medio
$20.30
+31,5%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
0.03%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.30 | $0.28 | 0.02% |
| 31 Marzo 2026 | $0.28 | $0.22 | 0.06% |
| 31 Dicembre 2025 | $0.25 | $0.20 | 0.05% |
| 30 Settembre 2025 | $0.27 | $0.22 | 0.05% |
| 30 Giugno 2025 | $0.28 | $0.25 | 0.03% |
| 31 Marzo 2025 | $0.19 | $0.21 | -0.02% |
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 |
|---|---|---|---|---|---|---|
| LOCO | $313M | 11.6 | 3.6% | 5.4% | 9.4% | — |
| SG | $826M | -6.1 | 0.39% | -19.7% | -34.4% | — |
| KRUS | — | -530.0 | 18.9% | -0.67% | -0.83% | — |
| DNUT | $734M | -1.4 | -8.6% | -33.9% | -57.8% | — |
| DIN | $454M | 30.7 | 8.2% | 1.9% | -7.0% | 40.9% |
| SERV | $776M | -6.4 | 46.2% | -3823.5% | -36.3% | -580.2% |
| NATH | — | 20.8 | 9.4% | — | — | — |
| BRCB | — | — | 24.5% | -0.03% | 0.06% | — |
| PTLO | — | 17.4 | 3.0% | 2.6% | 4.5% | — |
| JACK | $1.68B | -4.8 | -6.8% | -5.5% | 8.4% | — |
| MCD | — | 25.6 | 3.7% | 31.9% | -376.3% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 14
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $490M | $473M | $469M | $470M | $454M | $426M | $442M | $436M | $402M | $380M | $355M | $345M | |
| SG&A Expense | $50M | $46M | $42M | $39M | $40M | $36M | $40M | $50M | $39M | $35M | $29M | $30M | |
| Operating Expenses | $448M | $432M | $429M | $440M | $413M | $393M | $404M | $445M | $395M | $346M | $306M | $298M | |
| Operating Income | $42M | $41M | $40M | $30M | $41M | $34M | $38M | $-9M | $7M | $35M | $49M | $49M | |
| Interest Expense | · | · | $5M | $2M | $2M | $3M | $4M | $4M | · | · | $4M | $18M | |
| Interest Income | · | · | · | · | · | · | · | $12.0K | $25.0K | $28.0K | $49.0K | · | |
| Pretax Income | $38M | $35M | $35M | $29M | $39M | $30M | $35M | $-12M | $9M | $31M | $45M | $-21M | |
| Income Tax | $11M | $10M | $9M | $8M | $10M | $6M | $10M | $-3M | $497.0K | $13M | $21M | $-63M | |
| Net Income | $26M | $26M | $26M | $21M | $29M | $24M | $25M | $-9M | $9M | $18M | $24M | $42M | |
| EPS (Basic) | $0.91 | $0.86 | $0.75 | $0.57 | $0.81 | $0.70 | $0.68 | $-0.23 | $0.22 | $0.48 | $0.63 | $1.32 | |
| EPS (Diluted) | $0.90 | $0.86 | $0.74 | $0.57 | $0.80 | $0.68 | $0.67 | $-0.23 | $0.22 | $0.47 | $0.62 | $1.24 | |
| Shares (Basic) | 29,178,940 | 29,850,256 | 34,253,542 | 36,350,579 | 35,973,892 | 35,193,325 | 36,739,209 | 38,574,553 | 38,453,347 | 38,357,805 | 37,949,316 | 32,285,484 | |
| Shares (Diluted) | 29,396,890 | 30,034,978 | 34,374,706 | 36,575,904 | 36,446,756 | 35,796,406 | 37,441,503 | 38,574,553 | 39,086,676 | 39,026,950 | 39,039,558 | 34,346,241 | |
| EBITDA | $58M | $57M | $55M | $45M | $57M | $50M | $56M | $8M | $25M | $51M | $49M | · |
Stato Patrimoniale 25
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $2M | $7M | $20M | $30M | $13M | $8M | $7M | $9M | $2M | $6M | $11M | |
| Receivables | · | · | · | · | · | · | $9M | $10M | $7M | $7M | $6M | $6M | |
| Inventory | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Prepaid Expense | $6M | $6M | $6M | $4M | $4M | $4M | $6M | $3M | $3M | $3M | $3M | $5M | |
| Other Current Assets | $782.0K | $680.0K | $296.0K | · | · | · | · | · | · | · | · | · | |
| Current Assets | $26M | $20M | $25M | $37M | $50M | $32M | $25M | $22M | $21M | $14M | $39M | $44M | |
| PP&E (Net) | $97M | $86M | $84M | $79M | $76M | $80M | $92M | $104M | $103M | $118M | $102M | $82M | |
| PP&E (Gross) | · | · | · | · | · | · | $237M | $248M | $209M | $215M | $187M | $157M | |
| Accum. Depreciation | · | · | · | · | · | · | $145M | $144M | $107M | $96M | $84M | $75M | |
| Goodwill | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | |
| Other Non-current Assets | $4M | $3M | $3M | $3M | $2M | $1M | $2M | $1M | $1M | $1M | $2M | $2M | |
| Total Assets | $607M | $592M | $592M | $597M | $614M | $605M | $625M | $450M | $443M | $471M | $461M | $455M | |
| Accounts Payable | $16M | $12M | $13M | $13M | $11M | $7M | $6M | $10M | $12M | $12M | $11M | $6M | |
| Current Liabilities | $79M | $76M | $73M | $69M | $75M | $66M | $74M | $83M | $47M | $45M | $40M | $32M | |
| Capital Leases | $171M | $171M | $168M | $165M | $172M | $179M | $197M | $116.0K | $184.0K | $317.0K | $461.0K | $638.0K | |
| Deferred Tax | $8M | $6M | $9M | $9M | $5M | $5M | $2M | $0 | $0 | $18M | $2M | · | |
| Other Non-current Liabilities | $6M | $6M | $6M | $6M | $9M | $11M | $6M | $20M | $13M | $11M | $43M | $46M | |
| Total Liabilities | $316M | $331M | $342M | $316M | $303M | $328M | $379M | $185M | $168M | $206M | $216M | $245M | |
| Long-term Debt | $51M | $71M | $84M | $66M | $40M | $63M | · | · | · | · | $124M | $166M | |
| Common Stock | $299.0K | $298.0K | $313.0K | $370.0K | $365.0K | $364.0K | $351.0K | $390.0K | $387.0K | $385.0K | $383.0K | $374.0K | |
| Retained Earnings | $44M | $19M | $14M | $-12M | $-32M | $-62M | $-86M | $-111M | $-98M | $-107M | $-125M | $-149M | |
| AOCI | · | · | $0 | $126.0K | $-290.0K | $-833.0K | $253.0K | $0 | · | · | · | · | |
| Stockholders' Equity | $291M | $261M | $251M | $281M | $311M | $278M | $246M | $265M | $275M | $265M | $245M | $210M | |
| Liabilities + Equity | $607M | $592M | $592M | $597M | $614M | $605M | $625M | $450M | $443M | $471M | $461M | $455M | |
| Shares Outstanding | 29,957,385 | 29,839,721 | 31,353,223 | 37,008,061 | 36,601,648 | 36,423,505 | 35,126,582 | 39,009,451 | 38,661,850 | 38,473,772 | 38,284,435 | 37,420,450 |
Flusso di cassa 16
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $16M | $15M | $14M | $15M | $17M | $18M | $18M | $18M | $16M | $13M | $12M | |
| Stock-based Comp | $5M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $1M | $1M | $539.0K | $1M | |
| Deferred Tax | $1M | $-3M | $906.0K | $5M | $957.0K | $4M | $10M | $-3M | $250.0K | $12M | $15M | $-67M | |
| Other Non-cash | $-1M | $4M | $-4M | $-5M | $4M | $-8M | $-19M | $38M | $26M | $1M | · | · | |
| Operating Cash Flow | $48M | $47M | $41M | $39M | $52M | $41M | $36M | $45M | $54M | $49M | $58M | $26M | |
| CapEx | $23M | $19M | $21M | $20M | $17M | $7M | $15M | $28M | $36M | $37M | $31M | $27M | |
| Investing Cash Flow | $-23M | $-19M | $-13M | $-19M | $-12M | $-7M | $-11M | $-28M | $-36M | $-35M | · | · | |
| Stock Issued | $1M | $2M | $1M | $2M | $866.0K | $6M | $1M | $2M | $93.0K | $978.0K | · | $112M | |
| Stock Repurchased | $2M | $21M | $59M | · | $0 | $0 | $48M | $981.0K | $0 | $0 | · | · | |
| Net Stock Activity | $-737.0K | $-19M | $-58M | $2M | $866.0K | $6M | $-47M | $856.0K | · | · | · | $112M | |
| Dividends Paid | · | · | · | $56M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-22M | $-33M | $-40M | $-29M | $-23M | $-29M | $-24M | $-19M | $-11M | $-18M | · | · | |
| Net Change in Cash | · | · | · | · | · | · | $1M | $-2M | $6M | $-4M | $-5M | $-6M | |
| Taxes Paid | $10M | $10M | $8M | $5M | $6M | $4M | $558.0K | $183.0K | $336.0K | $171.0K | $18.0K | $156.0K | |
| Free Cash Flow | $25M | $28M | $19M | $19M | $35M | $34M | $21M | $18M | $17M | $12M | $27M | $-751.0K | |
| Levered FCF | · | · | $16M | $17M | $34M | $31M | · | · | · | · | $25M | $37M |
Redditività 7
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.6% | 8.7% | 8.5% | 6.4% | 9.1% | 7.9% | 8.7% | -2.2% | 1.7% | 9.1% | 13.8% | · | |
| Net Margin | 5.4% | 5.4% | 5.5% | 4.4% | 6.4% | 5.7% | 5.6% | -2.1% | 2.1% | 4.8% | 6.8% | 12.3% | |
| Pretax Margin | 7.7% | 7.5% | 7.4% | 6.2% | 8.7% | 7.1% | 7.8% | -2.8% | 2.3% | 8.2% | 12.7% | -6.0% | |
| EBITDA Margin | 11.8% | 12.0% | 11.7% | 9.5% | 12.4% | 11.8% | 12.7% | 1.9% | 6.2% | 13.3% | 13.8% | · | |
| ROA | 4.4% | 4.3% | 4.3% | 3.4% | 4.8% | 4.0% | 4.6% | -2.0% | 1.9% | 3.9% | 5.2% | 9.7% | |
| ROE | 9.4% | 10.0% | 10.0% | 6.8% | 9.5% | 8.9% | 10.3% | -3.2% | 3.2% | 7.2% | 10.6% | 32.8% | |
| ROIC | 10.2% | 11.5% | 11.6% | 7.7% | 9.8% | 9.8% | 11.2% | -2.6% | 2.4% | 7.7% | 10.7% | · |
Liquidità e Solvibilità 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 0.3 | 0.3 | 0.5 | 0.7 | 0.5 | 0.3 | 0.3 | 0.4 | 0.8 | 1.0 | 1.4 | |
| Quick Ratio | 0.1 | 0.0 | 0.1 | 0.3 | 0.4 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.3 | 0.5 | |
| Interest Coverage | · | · | 8.3 | 18.0 | 22.7 | 10.2 | · | · | · | · | 13.2 | · |
Efficienza 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.8 | 0.7 | 0.7 | 0.8 | 1.0 | 0.9 | 0.8 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | · | · | · | 48.9 | 51.9 | 56.9 | 58.0 | 59.4 | 59.1 |
Tassi di Crescita 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.6% | 0.93% | -0.28% | 3.4% | 6.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.4% | 1.4% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 4.7% | 16.2% | 29.8% | -28.7% | 17.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 16.4% | 2.4% | 2.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 3.1% | 0.51% | 22.9% | -28.6% | 19.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 8.4% | -4.1% | 1.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.6% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 13
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $490M | $473M | $469M | $470M | $454M | $426M | $442M | $436M | $402M | $380M | $355M | $345M | |
| Net Income TTM | $26M | $26M | $26M | $21M | $29M | $24M | $25M | $-9M | $9M | $18M | $24M | $42M | |
| Market Cap | $313M | $352M | $284M | $369M | $513M | $663M | $529M | $589M | $387M | $485M | $485M | $747M | |
| P/E | 11.6 | 13.7 | 12.2 | 17.5 | 17.5 | 26.8 | 22.5 | -65.7 | 45.5 | 26.8 | 20.5 | 16.1 | |
| P/S | 0.6 | 0.7 | 0.6 | 0.8 | 1.1 | 1.6 | 1.2 | 1.4 | 1.0 | 1.3 | 1.4 | 2.2 | |
| P/B | 1.1 | 1.4 | 1.1 | 1.3 | 1.7 | 2.4 | 2.2 | 2.2 | 1.4 | 1.8 | 2.0 | 3.6 | |
| P / Tangible Book | 7.4 | 29.4 | 140.3 | 11.4 | 8.3 | 22.9 | · | · | · | · | · | · | |
| P / Cash Flow | 6.5 | 7.5 | 7.0 | 9.6 | 9.8 | 16.4 | 14.6 | 13.0 | 7.2 | 9.8 | 8.4 | 28.6 | |
| P / FCF | 12.3 | 12.7 | 14.7 | 19.8 | 14.6 | 19.6 | 25.5 | 33.4 | 22.2 | 40.8 | 17.9 | -995.1 | |
| Dividend Yield | · | · | · | 15.1% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.6% | 7.3% | 8.2% | 5.7% | 5.7% | 3.7% | 4.5% | -1.5% | 2.2% | 3.7% | 4.9% | 6.2% | |
| Payout Ratio | · | · | · | 267.2% | · | · | · | · | · | · | · | · | |
| Annual Payout | · | · | · | $56M | · | · | · | · | · | · | · | · |
Conto Economico 13
| Metrica | Tendenza | Q3 2026 | Q2 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 | $130M | $126M | $124M | $122M | $126M | $119M | $114M | $120M | $122M | $116M | $112M | $120M | $121M | $115M | $116M | $120M | |
| SG&A Expense | $7M | $13M | $13M | $12M | $14M | $11M | $11M | $11M | $12M | $12M | $11M | $9M | $11M | $11M | $10M | $10M | |
| Operating Expenses | $111M | $114M | $113M | $110M | $115M | $110M | $105M | $110M | $110M | $106M | $105M | $107M | $111M | $107M | $106M | $113M | |
| Operating Income | $19M | $12M | $10M | $11M | $11M | $9M | $9M | $10M | $12M | $10M | $7M | $14M | $11M | $8M | $10M | $7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $2M | · | $1M | $976.0K | $1M | · | $108.0K | |
| Pretax Income | $18M | $11M | $9M | $10M | $10M | $8M | $8M | $9M | $11M | $8M | $6M | $12M | $10M | $7M | $9M | $7M | |
| Income Tax | $5M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | |
| Net Income | $13M | $8M | $7M | $7M | $7M | $5M | $6M | $6M | $8M | $6M | $4M | $9M | $7M | $5M | $7M | $5M | |
| EPS (Basic) | $0.43 | $0.28 | $0.23 | $0.25 | $0.24 | $0.19 | $0.21 | $0.21 | $0.25 | $0.19 | $0.13 | $0.28 | $0.20 | $0.14 | $0.17 | $0.14 | |
| EPS (Diluted) | $0.43 | $0.27 | $0.22 | $0.25 | $0.24 | $0.19 | $0.21 | $0.21 | $0.25 | $0.19 | $0.13 | $0.28 | $0.20 | $0.13 | $0.17 | $0.14 | |
| Shares (Basic) | 29,727,656 | 29,407,496 | -58,224,247 | 29,219,480 | 29,097,871 | 29,085,836 | -60,367,654 | 29,199,971 | 30,240,170 | 30,777,769 | -70,826,651 | 33,412,674 | 35,433,414 | 36,234,105 | -72,609,166 | 36,402,899 | |
| Shares (Diluted) | 30,093,260 | 29,691,297 | -58,620,164 | 29,406,754 | 29,272,394 | 29,337,906 | -60,703,945 | 29,423,649 | 30,378,048 | 30,937,226 | -71,127,560 | 33,490,004 | 35,534,104 | 36,478,158 | -72,885,460 | 36,507,050 | |
| EBITDA | $23M | $17M | · | $15M | $15M | $13M | · | $14M | $16M | $14M | · | $18M | $15M | $11M | · | $10M |
Stato Patrimoniale 22
| Metrica | Tendenza | Q3 2026 | Q2 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 | $13M | $4M | $6M | $11M | $9M | $4M | $2M | $8M | $10M | $9M | · | $14M | $10M | $5M | · | $19M | |
| Inventory | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Prepaid Expense | $6M | $7M | $6M | $3M | $4M | $5M | $6M | $3M | $4M | $5M | · | $4M | $3M | $5M | · | $3M | |
| Other Current Assets | $792.0K | $859.0K | $782.0K | $1M | $1M | $1M | $680.0K | · | · | · | · | · | · | · | · | · | |
| Current Assets | $34M | $26M | $26M | $28M | $27M | $24M | $20M | $23M | $26M | $27M | · | $29M | $27M | $24M | · | $40M | |
| PP&E (Net) | $100M | $97M | $97M | $89M | $87M | $84M | $86M | $85M | $86M | $86M | · | $82M | $85M | $80M | · | $78M | |
| Goodwill | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | · | $249M | $249M | $249M | · | $249M | |
| Other Non-current Assets | $6M | $6M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Total Assets | $619M | $609M | $607M | $603M | $597M | $590M | $592M | $590M | $594M | $598M | · | $593M | $597M | $590M | · | $602M | |
| Accounts Payable | $19M | $10M | $16M | $11M | $15M | $12M | $12M | $9M | $12M | $12M | · | $10M | $17M | $12M | · | $12M | |
| Current Liabilities | $85M | $76M | $79M | $70M | $77M | $75M | $76M | $76M | $75M | $75M | · | $70M | $74M | $64M | · | $70M | |
| Capital Leases | $170M | $171M | $171M | $173M | $165M | $165M | $171M | $166M | $166M | $170M | · | $167M | $170M | $171M | · | $168M | |
| Deferred Tax | $11M | $9M | $8M | $9M | $4M | $5M | $6M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $7M | |
| Other Non-current Liabilities | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | · | $7M | $6M | $6M | · | $6M | |
| Total Liabilities | $302M | $307M | $316M | $320M | $323M | $325M | $331M | $335M | $345M | $342M | · | $334M | $320M | $310M | · | $273M | |
| Long-term Debt | $30M | $44M | $51M | $61M | $69M | $73M | · | $76M | $87M | $80M | · | $80M | · | $58M | · | $20M | |
| Common Stock | $304.0K | $304.0K | $299.0K | $299.0K | $299.0K | $300.0K | $298.0K | $299.0K | $299.0K | $312.0K | · | $329.0K | $356.0K | $364.0K | · | $370.0K | |
| Retained Earnings | $65M | $52M | $44M | $37M | $30M | $23M | $19M | $34M | $28M | $20M | · | $10M | $382.0K | $-7M | · | $-18M | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | · | · | $63.0K | · | $190.0K | |
| Stockholders' Equity | $317M | $302M | $291M | $283M | $274M | $266M | $261M | $255M | $249M | $256M | $251M | $259M | $277M | $281M | $281M | $330M | |
| Liabilities + Equity | $619M | $609M | $607M | $603M | $597M | $590M | $592M | $590M | $594M | $598M | · | $593M | $597M | $590M | · | $602M | |
| Shares Outstanding | 30,440,266 | 30,455,298 | 29,957,385 | 29,999,694 | 30,008,692 | 30,059,485 | 29,839,721 | 29,950,476 | 29,988,771 | 31,179,519 | · | 32,957,470 | 35,643,747 | 36,450,477 | · | 37,053,405 |
Flusso di cassa 14
| Metrica | Tendenza | Q3 2026 | Q2 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 | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | · | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $900.0K | $920.0K | $493.0K | $900.0K | $800.0K | $771.0K | $665.0K | $1M | |
| Deferred Tax | · | $1M | $-1M | $5M | $-659.0K | $-1M | $-3M | $70.0K | $263.0K | $-65.0K | $-232.0K | $889.0K | $-474.0K | $723.0K | $2M | $1M | |
| Other Non-cash | · | $-2M | · | · | · | $-4M | · | · | · | $545.0K | · | · | · | $-6M | · | · | |
| Operating Cash Flow | · | $13M | $14M | $15M | $14M | $5M | $6M | $13M | $17M | $11M | $8M | $11M | $18M | $4M | $17M | $10M | |
| CapEx | · | $10M | $9M | $5M | $5M | $3M | $5M | $4M | $7M | $4M | $6M | $6M | $3M | $6M | $7M | $4M | |
| Investing Cash Flow | · | $-10M | $-9M | $-5M | $-5M | $-3M | $-5M | $-4M | $-6M | $-4M | $-6M | $1M | $-3M | $-6M | $-6M | $-4M | |
| Stock Issued | · | $2M | $570.0K | $83.0K | $26.0K | $426.0K | $1.0K | $498.0K | · | · | $0 | $347.0K | $781.0K | $43.0K | $133.0K | $0 | |
| Stock Repurchased | · | · | $-1.0K | $0 | $68.0K | $2M | $1M | $1M | $17M | $1M | $13M | $29M | $12M | $6M | · | · | |
| Net Stock Activity | · | $2M | · | · | · | $-1M | · | · | · | $-1M | · | · | · | $-6M | · | · | |
| Financing Cash Flow | · | $-5M | $-10M | $-8M | $-4M | $493.0K | $-7M | $-12M | $-9M | $-5M | $-9M | $-9M | $-9M | $-14M | $-10M | $-21M | |
| Taxes Paid | · | · | $-194.0K | $3.0K | · | · | $3M | $2M | · | · | $8M | $9.0K | · | · | $0 | $3.0K | |
| Free Cash Flow | · | $3M | · | · | · | $1M | · | · | · | $7M | · | · | · | $-2M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $6M | · | · | · | $-3M | · | · |
Redditività 7
| Metrica | Tendenza | Q3 2026 | Q2 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 | 14.4% | 9.7% | · | 9.4% | 9.0% | 7.5% | · | 8.4% | 10.1% | 8.3% | · | 11.4% | 9.0% | 6.8% | · | 5.7% | |
| Net Margin | 9.9% | 6.5% | · | 6.0% | 5.7% | 4.6% | · | 5.1% | 6.2% | 5.1% | · | 7.7% | 5.8% | 4.3% | · | 4.2% | |
| Pretax Margin | 13.9% | 9.1% | · | 8.5% | 8.0% | 6.5% | · | 7.1% | 8.8% | 7.0% | · | 10.1% | 8.1% | 6.0% | · | 5.7% | |
| EBITDA Margin | 17.6% | 13.1% | · | 12.7% | 12.1% | 10.8% | · | 11.8% | 13.2% | 11.7% | · | 14.6% | 12.0% | 9.9% | · | 8.7% | |
| ROA | · | · | · | 1.2% | 1.2% | 0.92% | · | 1.1% | 1.3% | 0.99% | · | 1.5% | 1.2% | 0.82% | · | 0.83% | |
| ROE | · | · | · | 2.7% | 2.7% | 2.1% | · | 2.4% | 2.9% | 2.2% | · | 3.1% | 2.4% | 1.7% | · | 1.6% | |
| ROIC | · | · | · | 2.9% | 2.9% | 2.4% | · | 2.9% | 3.5% | 2.8% | · | 4.0% | 2.8% | 2.0% | · | 1.5% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.6 | |
| Quick Ratio | · | · | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.3 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 6.2 | · | 9.9 | 11.2 | 7.7 | · | 63.6 |
Efficienza 1
| Metrica | Tendenza | Q3 2026 | Q2 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 | 0.2 | · | 0.2 |
Valutazione (TTM) 10
| Metrica | Tendenza | Q3 2026 | Q2 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 | $503M | $493M | · | $487M | $488M | $478M | · | $479M | $480M | $473M | · | $476M | $480M | $469M | · | $470M | |
| Net Income TTM | $35M | $28M | · | $26M | $26M | $25M | · | $29M | $30M | $27M | · | $26M | $24M | $19M | · | $24M | |
| Market Cap | · | · | · | $301M | $324M | $317M | · | $408M | $336M | $293M | · | $293M | $326M | $353M | · | $341M | |
| P/E | 14.5 | 14.6 | · | 11.3 | 12.1 | 12.5 | · | 14.6 | 12.2 | 11.8 | · | 11.9 | 13.6 | 18.3 | · | 13.5 | |
| P/S | · | · | · | 0.6 | 0.7 | 0.7 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 0.7 | 0.8 | · | 0.7 | |
| P/B | · | · | · | 1.1 | 1.2 | 1.2 | · | 1.6 | 1.4 | 1.1 | · | 1.1 | 1.2 | 1.3 | · | 1.0 | |
| P / Tangible Book | · | · | · | 8.8 | 12.7 | 18.6 | · | 62.4 | · | 38.5 | · | 29.3 | 11.5 | 11.1 | · | 4.2 | |
| P / Cash Flow | · | · | · | · | · | 66.9 | · | · | · | 26.3 | · | · | · | 92.5 | · | · | |
| P / FCF | · | · | · | · | · | 235.4 | · | · | · | 41.9 | · | · | · | -163.4 | · | · | |
| Earnings Yield | 6.9% | 6.8% | · | 8.9% | 8.2% | 8.0% | · | 6.8% | 8.2% | 8.5% | · | 8.4% | 7.3% | 5.5% | · | 7.4% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 | |
|---|---|---|---|---|---|
| Ricavi | $490M | $473M | $469M | $470M | $454M |
| Margine Operativo % | 8.6% | 8.7% | 8.5% | 6.4% | 9.1% |
| Utile netto | $26M | $26M | $26M | $21M | $29M |
| EPS Diluito | $0.90 | $0.86 | $0.74 | $0.57 | $0.80 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 | |
|---|---|---|---|---|---|
| Rapporto corrente | 0.3 | 0.3 | 0.3 | 0.5 | 0.7 |
| Quick Ratio | 0.1 | 0.0 | 0.1 | 0.3 | 0.4 |
Flusso di cassa
| 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $25M | $28M | $19M | $19M | $35M |
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Proprietari istituzionali (13F) 164 filer · $357.6M 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 |
|---|---|---|---|---|
| 31 (+1 vs trimestre precedente) | 12 (-11 vs trimestre precedente) | 56 (+15 vs trimestre precedente) | 43 (+1 vs trimestre precedente) | +3.3M |
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 |
|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | $64.064.704 | 3.777.400 | 17,92% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $33.403.263 | 1.969.532 | 9,34% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $18.808.369 | 1.108.984 | 5,26% | Azioni |
| First Eagle Investment Management, LLC | $16.888.751 | 995.799 | 4,72% | Azioni |
| GOLDMAN SACHS GROUP INC | $15.663.645 | 923.564 | 4,38% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $15.377.378 | 906.685 | 4,30% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $13.327.381 | 785.652 | 3,73% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12.378.934 | 729.890 | 3,46% | Azioni |
| Hillsdale Investment Management Inc. | $11.127.388 | 656.096 | 3,11% | Azioni |
| STATE STREET CORP | $10.654.662 | 628.223 | 2,98% | Azioni |
| BIGLARI, SARDAR | $8.297.629 | 489.247 | 2,32% | Azioni |
| MONIMUS CAPITAL MANAGEMENT, LP | $7.733.455 | 455.982 | 2,16% | Azioni |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.271.023 | 428.716 | 2,03% | Azioni |
| Archon Capital Management LLC | $7.134.902 | 420.690 | 2,00% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $7.096.064 | 418.400 | 1,98% | Azioni |
| Divisadero Street Capital Management, LP | $6.952.328 | 409.925 | 1,94% | Azioni |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.298.486 | 371.373 | 1,76% | Azioni |
| PRUDENTIAL FINANCIAL INC | $6.119.609 | 360.826 | 1,71% | Azioni |
| Rodgers Brothers Inc. | $5.975.008 | 352.300 | 1,67% | Azioni |
| Assenagon Asset Management S.A. | $5.113.525 | 301.505 | 1,43% | Azioni |
| Qube Research & Technologies Ltd | $5.016.581 | 295.789 | 1,40% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.864.806 | 286.840 | 1,36% | Azioni |
| D. E. Shaw & Co., Inc. | $4.243.799 | 250.224 | 1,19% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.783.725 | 223.097 | 1,06% | Azioni |
| Trexquant Investment LP | $3.709.305 | 218.709 | 1,04% | Azioni |
| Nuveen Asset Management, LLC | $3.234.639 | 280.298 | 0,90% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $2.966.796 | 174.929 | 0,83% | Azioni |
| CITADEL ADVISORS LLC | $2.489.524 | 146.788 | 0,70% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.244.571 | 132.345 | 0,63% | Azioni |
| LAZARD ASSET MANAGEMENT LLC | $1.948.789 | 114.905 | 0,55% | Azioni |
| NORGES BANK | $1.801.152 | 106.200 | 0,50% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.604.704 | 94.617 | 0,45% | Azioni |
| Quantinno Capital Management LP | $1.447.417 | 85.343 | 0,40% | Azioni |
| BANK OF AMERICA CORP /DE/ | $1.425.505 | 84.051 | 0,40% | Azioni |
| Informed Momentum Co LLC | $1.359.683 | 80.170 | 0,38% | Azioni |
| Aristides Capital LLC | $1.353.968 | 79.833 | 0,38% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $1.303.698 | 76.869 | 0,36% | Azioni |
| TUDOR INVESTMENT CORP ET AL | $1.241.726 | 73.215 | 0,35% | Azioni |
| Boston Partners | $1.227.990 | 72.405 | 0,34% | Azioni |
| SummerHaven Investment Management, LLC | $1.182.807 | 69.741 | 0,33% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.177.000 | 69.400 | 0,33% | Azioni |
| Point72 Asset Management, L.P. | $1.108.251 | 65.345 | 0,31% | Azioni |
| Campbell & CO Investment Adviser LLC | $1.063.952 | 62.733 | 0,30% | Azioni |
| Bank of New York Mellon Corp | $1.053.860 | 62.138 | 0,29% | Azioni |
| Sanctuary Advisors, LLC | $950.421 | 56.039 | 0,27% | Azioni |
| GABELLI FUNDS LLC | $932.800 | 55.000 | 0,26% | Azioni |
| Grantham, Mayo, Van Otterloo & Co. LLC | $905.020 | 53.362 | 0,25% | Azioni |
| TWO SIGMA ADVISERS, LP | $901.652 | 86.200 | 0,25% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $868.759 | 51.224 | 0,24% | Azioni |
| POLEN CAPITAL MANAGEMENT LLC | $787.266 | 46.419 | 0,22% | Azioni |
| BlackRock, Inc. | $761.063 | 44.874 | 0,21% | Azioni |
| AXA Investment Managers S.A. | $719.536 | 74.179 | 0,20% | Azioni |
| BARCLAYS PLC | $665.968 | 39.267 | 0,19% | Azioni |
| Prosperity Wealth Management, Inc. | $655.842 | 62.700 | 0,18% | Azioni |
| FULLER & THALER ASSET MANAGEMENT, INC. | $654.554 | 38.594 | 0,18% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $650.314 | 38.344 | 0,18% | Azioni |
| OCCUDO QUANTITATIVE STRATEGIES LP | $633.134 | 37.331 | 0,18% | Azioni |
| RHUMBLINE ADVISERS | $602.700 | 35.537 | 0,17% | Azioni |
| DEUTSCHE BANK AG\ | $563.089 | 33.201 | 0,16% | Azioni |
| AlphaQuest LLC | $562.392 | 53.766 | 0,16% | Azioni |
| AMERIPRISE FINANCIAL INC | $557.068 | 32.846 | 0,16% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $554.592 | 32.700 | 0,16% | Azioni |
| JANE STREET GROUP, LLC | $544.789 | 32.122 | 0,15% | Azioni |
| Keeley-Teton Advisors, LLC | $512.940 | 49.800 | 0,14% | Azioni |
| State of Wyoming | $495.232 | 29.200 | 0,14% | Azioni |
| Headlands Technologies LLC | $486.158 | 28.665 | 0,14% | Azioni |
| Watershed Asset Management, L.L.C. | $485.022 | 28.598 | 0,14% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $477.200 | 34.430 | 0,13% | Azioni |
| FEDERATED HERMES, INC. | $462.601 | 27.276 | 0,13% | Azioni |
| ALGERT GLOBAL LLC | $459.616 | 27.100 | 0,13% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $454.528 | 26.800 | 0,13% | Opzione Call |
| WELLS FARGO & COMPANY/MN | $409.160 | 24.125 | 0,11% | Azioni |
| BAILARD, INC. | $347.680 | 20.500 | 0,10% | Azioni |
| Schonfeld Strategic Advisors LLC | $341.403 | 20.130 | 0,10% | Azioni |
| Squarepoint Ops LLC | $321.002 | 18.927 | 0,09% | Azioni |
| Connor, Clark & Lunn Investment Management Ltd. | $303.804 | 17.913 | 0,08% | Azioni |
| ExodusPoint Capital Management, LP | $303.601 | 17.901 | 0,08% | Azioni |
| XTX Topco Ltd | $301.277 | 17.764 | 0,08% | Azioni |
| FRANKLIN RESOURCES INC | $300.870 | 17.740 | 0,08% | Azioni |
| Focus Partners Wealth | $290.643 | 17.137 | 0,08% | Azioni |
| MERCER GLOBAL ADVISORS INC /ADV | $286.607 | 16.899 | 0,08% | Azioni |
| MetLife Investment Management, LLC | $270.054 | 15.923 | 0,08% | Azioni |
| Semanteon Capital Management, LP | $259.810 | 15.319 | 0,07% | Azioni |
| STIFEL FINANCIAL CORP | $254.400 | 15.000 | 0,07% | Azioni |
| Empowered Funds, LLC | $253.569 | 14.951 | 0,07% | Azioni |
| Man Group plc | $253.247 | 14.932 | 0,07% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $224.974 | 13.265 | 0,06% | Azioni |
| HSBC HOLDINGS PLC | $199.618 | 11.882 | 0,06% | Azioni |
| LEVEL FOUR ADVISORY SERVICES, LLC | $198.500 | 11.704 | 0,06% | Azioni |
| JPMORGAN CHASE & CO | $197.401 | 11.942 | 0,06% | Azioni |
| VANGUARD GROUP INC | $195.571 | 18.697 | 0,05% | Azioni |
| Invesco Ltd. | $193.683 | 11.420 | 0,05% | Azioni |
| Vanguard Global Advisers, LLC | $185.729 | 10.951 | 0,05% | Azioni |
| Quinn Opportunity Partners LLC | $169.600 | 10.000 | 0,05% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $163.410 | 9.635 | 0,05% | Azioni |
| Police & Firemen's Retirement System of New Jersey | $152.606 | 8.998 | 0,04% | Azioni |
| Kemnay Advisory Services Inc. | $139.683 | 8.236 | 0,04% | Azioni |
| MORGAN STANLEY | $126.677 | 7.469 | 0,04% | Azioni |
| OSAIC HOLDINGS, INC. | $108.665 | 6.407 | 0,03% | Azioni |
| Blue Trust, Inc. | $106.819 | 6.298 | 0,03% | Azioni |
Insider aziendali 21 insider · 9 dirigenti · 11 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Elizabeth Goodwin Williams | Chief Executive Officer | 29 Maggio 2026 F | 248.091 | 0 | 0 | $0 |
| Bernard Acoca | President and CEO | 09 Maggio 2018 A | 72.116 | 0 | 0 | $0 |
| Stephen J. Sather | President and CEO | 11 Maggio 2016 A | 0 | 0 | 0 | $0 |
| Ira Fils | CHIEF FINANCIAL OFFICER | 29 Maggio 2026 F | 122.813 | 0 | 0 | $0 |
| Laurance Roberts | Chief Financial Officer | 08 Agosto 2018 A | 45.130 | 0 | 0 | $0 |
| Kay Bogeajis | Chief Operating Officer | 19 Maggio 2015 M | 0 | 0 | 0 | $0 |
| Gustavo Siade | Sr. VP, Operations | 08 Agosto 2018 A | 14.676 | 0 | 0 | $0 |
| Edward Valle | Chief Marketing Officer | 10 Maggio 2017 A | 23.102 | 0 | 0 | $0 |
| John Dawson | Chief Development Officer | 10 Maggio 2017 A | 17.924 | 0 | 0 | $0 |
| Douglas J Babb | Direttore | 17 Marzo 2026 A | 63.635 | 0 | 0 | $0 |
| Mark Buller | Direttore | 06 Giugno 2025 S | 38.801 | 0 | 0 | $0 |
| John M Roth | Direttore | 07 Agosto 2023 S | 40.052 | 0 | 0 | $0 |
| Michael G. Maselli | Direttore | 28 Marzo 2023 J | 110.764 | 0 | 0 | $0 |
| John M. Roth | Direttore | 31 Agosto 2022 J | 73.052 | 0 | 0 | $0 |
| Carol Lynton | Direttore | 08 Agosto 2018 A | 12.774 | 0 | 0 | $0 |
| Samuel N. Borgese | Direttore | 08 Agosto 2018 A | 18.539 | 0 | 0 | $0 |
| William R Floyd | Direttore | 08 Agosto 2018 A | 12.774 | 0 | 0 | $0 |
| Douglas K. Ammerman | Direttore | 29 Marzo 2017 D | 3.101 | 0 | 0 | $0 |
| Trimaran Pollo Partners, L.L.C. | Proprietario del 10% | 19 Maggio 2015 S | 16.746.544 | 0 | 0 | $0 |
| FS Capital Partners V, LLC | — | 07 Agosto 2023 S | 40.052 | 0 | 0 | $0 |
| Dean C Kehler | — | 06 Maggio 2020 A | 15.336 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 4 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 |
|---|---|---|---|---|---|
| BIGLARI, SARDAR, BIGLARI CAPITAL CORP., LION FUND II, L.P., First Guard Insurance Company, Biglari Reinsurance Ltd., Biglari Insurance Group Inc., Biglari Holdings Inc. ×3 depositi | 02 Luglio 2026 | 13,50% | Modifica | — | SEC |
| CSIP VI Corporate Acquisitions, LP, CSFC Financing I, LLC, CSFC Management Company, LLC, CapitalSpring Finance Company, LLC, Richard Fitzgerald ×3 depositi | 10 Aprile 2026 | 3,80% | Modifica | — | SEC |
| FS Equity Partners V, L.P., FS Affiliates V, L.P., FS Capital Partners V, LLC, John M. Roth ×2 depositi | 04 Dicembre 2023 | — | Deposito iniziale | Campagna per il consiglio di amministrazione | SEC |
| FS Equity Partners V, L.P. (2), FS Affiliates V, L.P. (2), FS Capital Partners V, LLC (2), John M. Roth (2) | 02 Settembre 2022 | — | 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 35 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0,46% | 58.237 SH | 08 Agosto 2026 | Giornaliero |
| IWC · iShares Trust | 0,11% | 97.824 SH | 08 Agosto 2026 | Giornaliero |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 34.100 NS | 31 Maggio 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,05% | 424 NS | 30 Aprile 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 25.093 SH | 08 Agosto 2026 | Giornaliero |
| IWN · iShares Trust | 0,03% | 260.249 SH | 08 Agosto 2026 | Giornaliero |
| DFSV · Dimensional ETF Trust | 0,03% | 160.336 NS | 30 Aprile 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 48.956 NS | 31 Maggio 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 246.536 NS | 30 Aprile 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,02% | 93.421 SH | 08 Agosto 2026 | Giornaliero |
| SFGV · EA Series Trust | 0,02% | 14.971 NS | 29 Maggio 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 37.373 SH | 08 Agosto 2026 | Giornaliero |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 3.190 SH | 08 Agosto 2026 | Giornaliero |
| IWM · iShares Trust | 0,01% | 725.505 SH | 08 Agosto 2026 | Giornaliero |
| RSSL · Global X Funds | 0,01% | 12.369 NS | 30 Aprile 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1.319 NS | 31 Maggio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 308.838 SH | 08 Agosto 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 165.644 SH | 08 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,01% | 97.747 NS | 30 Aprile 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 125.005 NS | 31 Maggio 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 1.031 NS | 31 Maggio 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 2.171 NS | 31 Maggio 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 1.046 NS | 31 Maggio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 1.100 NS | 30 Aprile 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 83.337 NS | 30 Aprile 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 906 NS | 31 Maggio 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 26 NS | 31 Maggio 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 11.545 SH | 08 Agosto 2026 | Giornaliero |
| DCOR · Dimensional ETF Trust | 0,00% | 1.638 NS | 30 Aprile 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4.908 NS | 30 Aprile 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 12.037 NS | 31 Maggio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 3.290 NS | 30 Aprile 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 773.548 SH | 08 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2.682 SH | 08 Agosto 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,00% | 8 NS | 30 Aprile 2026 | N-PORT |