MMSI Merit Medical Systems, Inc. - Common Stock

NASDAQ · Health Care · Visualizza su SEC EDGAR ↗
$90,94
Prezzo · Ago 18, 2026
Fondamentali al Lug 30, 2026

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

Prezzo
$90.94
Capitalizzazione di Mercato
$5.43B
P/E (TTM)
42.9
EPS (TTM)
$2.13
Ricavi (TTM)
$1.52B
Rendimento div.
ROE
8.4%
D/E Debito/Patrimonio
0.5
Intervallo 52 sett.
$60 – $95

MMSI Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $1.52B
10-point trend, +151.0%
2016-12-31 2025-12-31
EPS $2.13
10-point trend, +373.3%
2016-12-31 2025-12-31
Flusso di cassa libero $216M
8-point trend, +938.7%
2016-12-31 2025-12-31
Margini 8.5%
8-point trend, +11.0%
2016-12-31 2025-12-31

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

Metrica
Tendenza 5 anni
MMSI
Mediana dei peer
P/E (TTM)
5-point trend, -44.2%
42.9
34.5
P/S (TTM)
5-point trend, +7.9%
3.6
3.0
P/B
5-point trend, +2.6%
3.4
3.0
EV / EBITDA
5-point trend, -50.9%
18.6
Price / FCF (Prezzo / FCF)
5-point trend, -6.2%
25.2

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

Metrica
Tendenza 5 anni
MMSI
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +17.0%
48.7%
49.2%
Operating Margin (Margine Operativo)
5-point trend, +7718.8%
12.2%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, +931.4%
8.5%
4.7%
ROA
5-point trend, +967.2%
5.0%
2.6%
ROE
5-point trend, +903.8%
8.4%
5.6%
ROIC
5-point trend, +6755.6%
6.0%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
MMSI
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, +26.4%
0.5
37.4
Current Ratio (Rapporto corrente)
5-point trend, +86.8%
4.3
2.9
Quick Ratio
5-point trend, +146.4%
2.7

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

Metrica
Tendenza 5 anni
MMSI
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +41.0%
11.8%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +41.0%
9.6%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +41.0%
9.5%
EPS YoY
5-point trend, +153.6%
4.9%
Net Income YoY (Utile Netto YoY)
5-point trend, +165.2%
6.8%

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

Metrica
Tendenza 5 anni
MMSI
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +153.6%
$2.13

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

Metrica
Tendenza 5 anni
MMSI
Mediana dei peer

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

COMPRA 17 analisti
  • Acquisto forte 6 35,3%
  • Compra 8 47,1%
  • Mantieni 3 17,6%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

Target mediano $100.00 +10,0%
Target medio $100.27 +10,3%

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

Sorpresa media
0.11%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $1.19 $0.98 0.21%
31 Marzo 2026 $0.94 $0.85 0.09%
31 Dicembre 2025 $1.04 $0.97 0.07%
30 Settembre 2025 $0.92 $0.85 0.07%
30 Giugno 2025 $1.01 $0.87 0.14%
31 Marzo 2025 $0.86 $0.76 0.10%

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
MMSI $5.24B 41.4 11.8% 8.5% 8.4% 48.7%
SOLV $13.75B 8.9 0.86% 18.7% 35.8% 53.5%
COO $13.70B 37.4 5.1% 9.2% 4.6% 65.5%
ALGN $11.14B 27.6 0.90% 10.2% 10.3% 67.2%
LNTH $4.30B 19.5 0.50% 15.2% 20.7% 61.1%
MMED $3.71B -10.2 14.2% -10.7% -9.3% 54.2%
ICUI $3.52B 4755.7 -6.3% 0.03% 0.03% 36.8%
HAE $2.45B 26.4 -2.0% 7.3% 11.8% 59.0%
QDEL $1.99B -1.8 -1.9% -41.4% -48.0%
XRAY $2.28B -3.8 -3.0% -16.2% -36.4% 50.0%
NEOG $1.95B -224.2 -2.7% -0.91% -0.38% 46.9%

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

Conto Economico 18
Dati annuali Conto Economico per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +197.4% $1.52B $1.36B $1.26B $1.15B $1.07B $964M $995M $883M $728M $604M $542M $510M
Cost of Revenue 12-point trend, +173.4% $778M $713M $673M $632M $589M $563M $562M $488M $402M $339M $306M $284M
Gross Profit 12-point trend, +227.8% $738M $643M $584M $519M $485M $401M $432M $395M $326M $265M $236M $225M
R&D Expense 5-point trend, +62.5% · · · · · · · $60M $51M $45M $41M $37M
SG&A Expense 12-point trend, +207.8% $455M $400M $374M $343M $336M $298M $327M $276M $229M $184M $156M $148M
Operating Expenses 12-point trend, +199.1% $554M $488M $460M $432M $424M $403M $417M $336M $293M $230M $198M $185M
Operating Income 12-point trend, +359.9% $185M $156M $124M $88M $61M $-2M $15M $59M $33M $35M $38M $40M
Interest Expense 10-point trend, +75.7% · · $16M $6M $5M $10M $12M $10M $8M $9M $6M $9M
Interest Income 5-point trend, +452.5% · · · · · · · $1M $381.0K $81.0K $272.0K $217.0K
Other Non-op 12-point trend, -13388.9% $-2M $-711.0K $1M $966.0K $-3M $-2M $-537.0K $63.0K $-872.0K $-773.0K $-386.0K $18.0K
Pretax Income 12-point trend, +441.4% $171M $150M $112M $83M $54M $-13M $2M $50M $36M $25M $31M $32M
Income Tax 12-point trend, +393.7% $42M $30M $18M $8M $5M $-3M $-3M $8M $8M $5M $7M $9M
Net Income 12-point trend, +459.3% $128M $120M $94M $75M $48M $-10M $5M $42M $28M $20M $24M $23M
EPS (Basic) 12-point trend, +309.4% $2.17 $2.07 $1.64 $1.31 $0.86 $-0.18 $0.10 $0.80 $0.56 $0.45 $0.54 $0.53
EPS (Diluted) 12-point trend, +301.9% $2.13 $2.03 $1.62 $1.29 $0.84 $-0.18 $0.10 $0.78 $0.55 $0.45 $0.53 $0.53
Shares (Basic) 12-point trend, +37.1% 59,158,000 58,218,000 57,593,000 56,806,000 56,145,000 55,434,000 55,075,000 52,268,000 48,805,000 44,408,000 44,036,000 43,143,000
Shares (Diluted) 12-point trend, +39.3% 60,460,000 59,365,000 58,356,000 57,671,000 57,359,000 55,434,000 56,235,000 53,931,000 50,101,000 44,862,000 44,511,000 43,409,000
EBITDA 10-point trend, +304.6% $308M · $214M $169M $145M $93M · $128M $87M $79M $75M $76M
Stato Patrimoniale 27
Dati annuali Stato Patrimoniale per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +5969.4% $446M $377M $587M $58M $68M $57M $44M $67M $32M $19M $4M $7M
Receivables 12-point trend, +180.1% $204M $190M $178M $165M $152M $147M $155M $137M $106M $81M $70M $73M
Inventory 12-point trend, +263.6% $334M $306M $304M $266M $222M $198M $226M $198M $155M $121M $106M $92M
Prepaid Expense 12-point trend, +528.4% $31M $29M $24M $22M $16M $13M $12M $11M $9M $6M $6M $5M
Current Assets 12-point trend, +440.8% $1.04B $924M $1.11B $529M $482M $430M $455M $430M $316M $243M $204M $192M
PP&E (Net) 12-point trend, +75.5% $428M $386M $384M $383M $372M $383M $379M $331M $293M $277M $268M $244M
PP&E (Gross) 12-point trend, +120.2% $805M $738M $713M $686M $652M $643M $610M $541M $478M $439M $408M $365M
Accum. Depreciation 12-point trend, +210.4% $376M $352M $329M $303M $281M $261M $232M $210M $186M $162M $140M $121M
Goodwill 12-point trend, +174.8% $507M $464M $382M $360M $362M $364M $353M $335M $238M $212M $184M $184M
Intangibles · · · · · · · $80M · · · ·
Other Non-current Assets 12-point trend, +392.8% $78M $65M $55M $44M $41M $38M $41M $58M $35M $28M $13M $16M
Total Assets 12-point trend, +259.5% $2.69B $2.42B $2.33B $1.66B $1.65B $1.66B $1.76B $1.62B $1.11B $943M $779M $747M
Accrued Liabilities 12-point trend, +371.5% $159M $134M $120M $123M $159M $112M $105M $96M $59M $46M $38M $34M
Short-term Debt 3-point trend, +7000000.00 · · · · · · · $7M $7M $0 · ·
Current Liabilities 12-point trend, +217.9% $240M $216M $204M $221M $236M $185M $182M $175M $116M $88M $88M $75M
Capital Leases 7-point trend, +5.4% $77M $55M $56M $60M $62M $71M $73M · · · · ·
Deferred Tax 12-point trend, +208.0% $20M $240.0K $6M $18M $32M $33M $45M $56M $23M $26M $11M $6M
Other Non-current Liabilities 12-point trend, +278.6% $10M $15M $14M $15M $24M $53M $56M $65M $16M $4M $4M $3M
Total Liabilities 12-point trend, +253.2% $1.10B $1.04B $1.12B $520M $608M $706M $807M $687M $435M $445M $313M $312M
Long-term Debt 12-point trend, +227.0% $734M $730M $823M $198M $243M $351M $439M $395M $278M $324M $208M $224M
Total Debt 10-point trend, +227.0% $734M · $823M $198M $243M $351M · $402M $285M $324M $208M $224M
Common Stock 12-point trend, +307.0% $764M $703M $638M $675M $642M $606M $587M $571M $353M $206M $198M $188M
Retained Earnings 12-point trend, +229.7% $824M $696M $575M $481M $406M $358M $368M $363M $321M $294M $274M $250M
AOCI 12-point trend, -50.7% $-4M $-19M $-11M $-12M $-8M $-5M $-5M $-2M $2M $-2M $-5M $-2M
Stockholders' Equity 12-point trend, +264.0% $1.58B $1.38B $1.20B $1.14B $1.04B $959M $950M $933M $676M $498M $466M $435M
Liabilities + Equity 12-point trend, +259.5% $2.69B $2.42B $2.33B $1.66B $1.65B $1.66B $1.76B $1.62B $1.11B $943M $779M $747M
Shares Outstanding 12-point trend, +36.2% 59,424,000 58,743,000 57,858,000 57,306,000 56,570,000 55,623,000 55,213,000 54,893,000 50,248,000 44,645,000 44,267,000 43,614,000
Flusso di cassa 18
Dati annuali Flusso di cassa per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +242.8% $123M $103M $90M $82M $84M $94M $92M $70M $54M $44M $37M $36M
Stock-based Comp 12-point trend, +2876.7% $43M $28M $21M $18M $16M $14M $9M $6M $4M $3M $2M $1M
Deferred Tax 12-point trend, +34.7% $5M $-15M $-13M $-15M $-5M $-11M $-12M $2M $-1M $-962.0K $3M $4M
Amort. of Intangibles 12-point trend, +471.1% $85M $66M $56M $48M $50M $59M $61M $41M $27M $19M $15M $15M
Restructuring 4-point trend, -18.1% $6M $3M $3M $7M · · · · · · · ·
Other Non-cash 9-point trend, -216.6% $-3M · $-48M $-45M $3M $78M · $-33M $-21M $-12M $3M ·
Operating Cash Flow 12-point trend, +457.7% $297M $221M $145M $114M $147M $165M $78M $87M $63M $54M $69M $53M
CapEx 12-point trend, +139.1% $82M $35M $34M $45M $28M $46M $78M $63M $39M $33M $51M $34M
Investing Cash Flow 12-point trend, -583.3% $-247M $-369M $-175M $-57M $-37M $-59M $-134M $-379M $-147M $-159M $-62M $-36M
Debt Issued 9-point trend, +49.4% · · · $215M $98M $69M $247M $639M $197M $220M $152M $144M
Net Debt Issued 8-point trend, -77.1% · · · $-45M $-108M $-88M · $116M $-46M $117M $-17M $-25M
Stock Issued 12-point trend, +246.3% $28M $41M $16M $20M $21M $7M $6M $215M $144M $5M $7M $8M
Net Stock Activity 10-point trend, +246.3% $28M · $16M $20M $21M $7M · $215M $144M $5M $7M $8M
Financing Cash Flow 12-point trend, +194.3% $16M $-60M $559M $-60M $-98M $-96M $34M $328M $97M $121M $-10M $-17M
Net Change in Cash 12-point trend, +67198.1% $70M $-210M $529M $-7M $11M $13M $-23M $35M $13M $15M $-3M $-104.0K
Taxes Paid 12-point trend, +854.5% $31M $45M $32M $17M $9M $9M $12M $9M $6M $2M $3M $3M
Free Cash Flow 10-point trend, +1026.5% $216M · $111M $69M $119M $119M · $23M $24M $21M $18M $19M
Levered FCF 9-point trend, +668.9% · · $98M $64M $115M $112M · $14M $18M $14M $14M $13M
Redditività 8
Dati annuali Redditività per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 10-point trend, +10.2% 48.7% · 46.4% 45.1% 45.2% 41.6% · 44.7% 44.8% 43.9% 43.5% 44.2%
Operating Margin 10-point trend, +54.7% 12.2% · 9.9% 7.6% 5.7% -0.16% · 6.6% 4.5% 5.8% 6.9% 7.9%
Net Margin 9-point trend, +93.2% 8.5% · 7.5% 6.5% 4.5% -1.0% · 4.8% 3.8% 3.3% 4.4% ·
Pretax Margin 10-point trend, +82.2% 11.3% · 8.9% 7.2% 5.0% -1.4% · 5.6% 4.9% 4.2% 5.8% 6.2%
EBITDA Margin 10-point trend, +36.0% 20.3% · 17.0% 14.7% 13.5% 9.6% · 14.5% 11.9% 13.0% 13.8% 14.9%
ROA 9-point trend, +61.2% 5.0% · 4.7% 4.5% 2.9% -0.58% · 3.1% 2.7% 2.3% 3.1% ·
ROE 9-point trend, +58.3% 8.4% · 7.8% 6.7% 4.7% -1.0% · 4.5% 4.7% 4.2% 5.3% ·
ROIC 10-point trend, +35.2% 6.0% · 5.2% 5.9% 4.3% -0.09% · 3.7% 2.6% 3.4% 4.2% 4.4%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 10-point trend, +70.1% 4.3 · 5.4 2.4 2.0 2.3 · 2.5 2.7 2.8 2.3 2.5
Quick Ratio 10-point trend, +155.4% 2.7 · 3.8 1.0 0.9 1.1 · 1.2 1.2 1.1 0.8 1.1
Debt / Equity 10-point trend, -10.2% 0.5 · 0.7 0.2 0.2 0.4 · 0.4 0.4 0.7 0.4 0.5
LT Debt / Equity 10-point trend, -6.0% 0.5 · 0.7 0.2 0.2 0.4 · 0.4 0.4 0.6 0.4 0.5
Interest Coverage 9-point trend, +75.6% · · 8.0 13.8 11.6 -0.2 · 5.7 4.3 4.0 6.0 4.5
Efficienza 3
Dati annuali Efficienza per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, -14.0% 0.6 · 0.6 0.7 0.6 0.6 · 0.6 0.7 0.7 0.7 0.7
Inventory Turnover 10-point trend, -25.6% 2.4 · 2.4 2.6 2.8 2.7 · 2.8 2.9 3.0 3.1 3.3
Receivables Turnover 10-point trend, +0.3% 7.7 · 7.3 7.3 7.2 6.4 · 7.3 7.8 8.0 7.6 7.7
Per Azione 5
Dati annuali Per Azione per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +167.1% $26.66 · $20.77 $19.97 $18.38 $17.23 · $16.99 $13.46 $11.16 $10.53 $9.98
Revenue / Share 10-point trend, +113.5% $25.07 · $21.55 $19.96 $18.74 $17.39 · $16.37 $14.53 $13.46 $12.18 $11.74
Cash Flow / Share 10-point trend, +300.4% $4.92 · $2.49 $1.98 $2.57 $2.98 · $1.60 $1.25 $1.19 $1.56 $1.23
Cash / Share 10-point trend, +4355.6% $7.51 · $10.15 $1.02 $1.20 $1.02 · $1.23 $0.64 $0.43 $0.09 $0.17
EPS (TTM) 12-point trend, +301.9% $2.13 $2.03 $1.62 $1.29 $0.84 $-0.18 $0.10 $0.78 $0.55 $0.45 $0.53 $0.53
Tassi di Crescita 7
Dati annuali Tassi di Crescita per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +2.2% 11.8% 7.9% 9.2% 7.1% 11.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +3.8% 9.6% 8.1% 9.3% · · · · · · · · ·
Revenue CAGR 5Y 9.5% · · · · · · · · · · ·
EPS YoY 4-point trend, -90.8% 4.9% 25.3% 25.6% 53.6% · · · · · · · ·
EPS CAGR 3Y 2-point trend, -46.8% 18.2% 34.2% · · · · · · · · · ·
Net Income YoY 4-point trend, -87.4% 6.8% 27.5% 26.7% 53.8% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, -43.8% 19.9% 35.4% · · · · · · · · · ·
Valutazione (TTM) 14
Dati annuali Valutazione (TTM) per MMSI
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +197.4% $1.52B $1.36B $1.26B $1.15B $1.07B $964M $995M $883M $728M $604M $542M $510M
Net Income TTM 12-point trend, +459.3% $128M $120M $94M $75M $48M $-10M $5M $42M $28M $20M $24M $23M
Market Cap 10-point trend, +593.0% $5.24B · $4.39B $4.05B $3.52B $3.09B · $3.06B $2.17B $1.18B $823M $756M
Enterprise Value 10-point trend, +467.9% $5.53B · $4.63B $4.19B $3.70B $3.38B · $3.40B $2.42B $1.49B $1.03B $973M
P/E 12-point trend, +26.6% 41.4 47.6 46.9 54.7 74.2 -308.4 312.2 71.6 78.5 58.9 35.1 32.7
P/S 10-point trend, +133.0% 3.5 · 3.5 3.5 3.3 3.2 · 3.5 3.0 2.0 1.5 1.5
P/B 10-point trend, +90.4% 3.3 · 3.7 3.5 3.4 3.2 · 3.3 3.2 2.4 1.8 1.7
P / Tangible Book 6-point trend, -6.3% 4.9 6.2 5.4 5.2 5.2 5.2 · · · · · ·
P / Cash Flow 10-point trend, +24.3% 17.6 · 30.3 35.4 23.9 18.7 · 35.4 34.6 22.1 11.8 14.2
P / FCF 10-point trend, -38.5% 24.3 · 39.6 58.4 29.5 25.9 · 132.0 90.1 57.0 44.5 39.5
EV / EBITDA 10-point trend, +40.4% 17.9 · 21.6 24.7 25.5 36.6 · 26.5 28.0 18.9 13.7 12.8
EV / FCF 10-point trend, -49.6% 25.6 · 41.8 60.4 31.0 28.4 · 146.4 100.6 71.7 55.5 50.8
EV / Revenue 10-point trend, +90.9% 3.6 · 3.7 3.6 3.4 3.5 · 3.8 3.3 2.5 1.9 1.9
Earnings Yield 12-point trend, -20.9% 2.4% 2.1% 2.1% 1.8% 1.4% -0.32% 0.32% 1.4% 1.3% 1.7% 2.9% 3.1%

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

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $1.52B$1.36B$1.26B$1.15B$1.07B
Margine Lordo % 48.7%46.4%45.1%45.2%
Margine Operativo % 12.2%9.9%7.6%5.7%
Utile netto $128M$120M$94M$75M$48M
EPS Diluito $2.13$2.03$1.62$1.29$0.84
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 0.50.70.20.2
Rapporto corrente 4.35.42.42.0
Quick Ratio 2.73.81.00.9
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $216M$111M$69M$119M

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Proprietari istituzionali (13F) 436 filer · $3.0B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
71 (+5 vs trimestre precedente) 54 (+8 vs trimestre precedente) 179 (+21 vs trimestre precedente) 111 (-8 vs trimestre precedente) +9.0M

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
VANGUARD PORTFOLIO MANAGEMENT LLC $240.875.580 3.473.833 7,99% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $179.622.080 2.590.454 5,96% Azioni
STATE STREET CORP $171.602.462 2.474.512 5,69% Azioni
Conestoga Capital Advisors, LLC $137.278.639 1.979.790 4,56% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $111.845.541 1.613.002 3,71% Azioni
GEODE CAPITAL MANAGEMENT, LLC $97.254.142 1.402.302 3,23% Azioni
DIMENSIONAL FUND ADVISORS LP $93.251.702 1.344.847 3,09% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $88.696.000 1.279.152 2,94% Azioni
CONGRESS ASSET MANAGEMENT CO $82.121.928 1.184.337 2,72% Azioni
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $78.894.359 1.137.790 2,62% Azioni
Greenhouse Funds LLLP $74.339.275 1.072.098 2,47% Azioni
WESTWOOD HOLDINGS GROUP INC $70.128.880 1.011.377 2,33% Azioni
NEUBERGER BERMAN GROUP LLC $69.430.766 1.001.309 2,30% Azioni
MAVERICK CAPITAL LTD $67.857.303 978.617 2,25% Azioni
CITADEL ADVISORS LLC $60.622.367 874.277 2,01% Azioni
UBS Group AG $59.693.419 860.880 1,98% Opzione Call
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $51.584.592 743.937 1,71% Azioni
NORGES BANK $49.311.834 711.160 1,64% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $47.095.381 679.195 1,56% Azioni
Irenic Capital Management LP $37.623.121 542.589 1,25% Azioni
Iron Triangle Partners LP $33.992.072 385.660 1,13% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $33.590.723 484.435 1,11% Azioni
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $33.016.102 476.148 1,10% Azioni
OBERWEIS ASSET MANAGEMENT INC/ $32.826.180 473.409 1,09% Azioni
FRONTIER CAPITAL MANAGEMENT CO LLC $32.488.564 468.540 1,08% Azioni
NOMURA HOLDINGS INC $30.560.634 440.736 1,01% Azioni
TWO SIGMA INVESTMENTS, LP $30.141.197 434.687 1,00% Azioni
Champlain Investment Partners, LLC $28.007.951 403.922 0,93% Azioni
VANGUARD FIDUCIARY TRUST CO $27.570.485 397.613 0,91% Azioni
TWO SIGMA ADVISERS, LP $27.332.214 310.100 0,91% Azioni
PRINCIPAL FINANCIAL GROUP INC $24.203.057 349.049 0,80% Azioni
FMR LLC $23.729.327 342.217 0,79% Azioni
Aristotle Capital Boston, LLC $21.948.641 316.536 0,73% Azioni
Toroso Investments, LLC $21.352.003 242.251 0,71% Azioni
FIFTH THIRD BANCORP $20.556.886 296.465 0,68% Azioni
ENVESTNET ASSET MANAGEMENT INC $19.510.645 281.386 0,65% Azioni
GOLDMAN SACHS GROUP INC $19.300.026 278.339 0,64% Azioni
AMERIPRISE FINANCIAL INC $18.983.420 273.773 0,63% Azioni
Boston Trust Walden Corp $18.080.336 260.749 0,60% Azioni
MetLife Investment Management, LLC $17.845.966 257.369 0,59% Azioni
Aberdeen Group plc $17.206.374 248.145 0,57% Azioni
SG Capital Management LLC $16.884.567 243.504 0,56% Azioni
J. Goldman & Co LP $16.834.851 242.787 0,56% Azioni
SILVERCREST ASSET MANAGEMENT GROUP LLC $16.585.920 239.197 0,55% Azioni
Public Sector Pension Investment Board $14.484.363 208.889 0,48% Azioni
Bank of New York Mellon Corp $14.316.838 206.473 0,48% Azioni
Point72 Asset Management, L.P. $14.127.262 203.739 0,47% Azioni
PFM Health Sciences, LP $13.662.615 197.038 0,45% Azioni
D. E. Shaw & Co., Inc. $13.151.302 189.664 0,44% Azioni
Connor, Clark & Lunn Investment Management Ltd. $12.923.034 186.372 0,43% Azioni
Walleye Capital LLC $12.528.351 180.680 0,42% Azioni
Rockefeller Capital Management L.P. $12.045.398 173.715 0,40% Azioni
Man Group plc $11.923.013 171.950 0,40% Azioni
Balyasny Asset Management L.P. $11.218.172 161.785 0,37% Azioni
Mesirow Institutional Investment Management, Inc. $10.971.723 113.438 0,36% Azioni
WINTON GROUP Ltd $10.233.821 147.589 0,34% Azioni
RHUMBLINE ADVISERS $10.118.128 145.921 0,34% Azioni
BlackRock, Inc. $10.063.730 145.136 0,33% Azioni
WELLINGTON MANAGEMENT GROUP LLP $9.918.186 143.037 0,33% Azioni
EULAV Asset Management $9.568.920 138.000 0,32% Azioni
Assenagon Asset Management S.A. $9.387.319 135.381 0,31% Azioni
Ranger Investment Management, L.P. $9.045.195 130.447 0,30% Azioni
RAYMOND JAMES FINANCIAL INC $8.998.252 129.770 0,30% Azioni
RENAISSANCE TECHNOLOGIES LLC $8.696.068 125.412 0,29% Azioni
Congress Wealth Management LLC / DE / $8.436.007 90.244 0,28% Azioni
RENAISSANCE GROUP LLC $8.401.928 121.170 0,28% Azioni
Swiss National Bank $8.299.998 119.700 0,28% Azioni
Nuveen, LLC $8.219.148 118.534 0,27% Azioni
AMERICAN CAPITAL MANAGEMENT INC $7.278.412 104.967 0,24% Azioni
BANK OF AMERICA CORP /DE/ $6.773.963 97.692 0,22% Azioni
Impax Asset Management Group plc $6.764.672 97.558 0,22% Azioni
California Public Employees Retirement System $6.529.886 94.172 0,22% Azioni
AMERICAN CENTURY COMPANIES INC $6.408.541 92.422 0,21% Azioni
Legal & General Group Plc $6.344.402 91.497 0,21% Azioni
PANAGORA ASSET MANAGEMENT INC $6.244.414 90.055 0,21% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $6.119.047 88.247 0,20% Azioni
TRILLIUM ASSET MANAGEMENT, LLC $6.104.616 88.038 0,20% Azioni
KING LUTHER CAPITAL MANAGEMENT CORP $5.768.949 83.198 0,19% Azioni
Nuveen Asset Management, LLC $5.651.833 58.435 0,19% Azioni
SEIZERT CAPITAL PARTNERS, LLC $5.510.866 79.476 0,18% Azioni
Peak Retirement Planning, Inc. $5.131.743 74.008 0,17% Azioni
ALLIANCEBERNSTEIN L.P. $4.887.895 70.911 0,16% Azioni
BARCLAYS PLC $4.822.110 69.543 0,16% Azioni
Thrive Capital Management, LLC $4.808.729 69.350 0,16% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4.790.980 69.505 0,16% Azioni
MARTIN & CO INC /TN/ $4.550.646 65.628 0,15% Azioni
Holocene Advisors, LP $4.535.252 65.406 0,15% Azioni
DARK FOREST CAPITAL MANAGEMENT LP $4.441.366 64.052 0,15% Azioni
ZB,N.A. $4.297.076 44.428 0,14% Azioni
PRUDENTIAL FINANCIAL INC $4.243.331 61.196 0,14% Azioni
Brevan Howard Capital Management LP $4.202.004 60.600 0,14% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $4.037.252 58.224 0,13% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $3.662.469 52.819 0,12% Azioni
CAPITAL FUND MANAGEMENT S.A. $3.589.662 51.769 0,12% Azioni
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $3.403.276 49.081 0,11% Azioni
MARTINGALE ASSET MANAGEMENT L P $3.402.029 49.063 0,11% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $3.100.817 44.719 0,10% Azioni
Trexquant Investment LP $3.061.708 44.155 0,10% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $3.020.520 43.561 0,10% Azioni
BNP PARIBAS FINANCIAL MARKETS $2.977.460 42.940 0,10% Azioni

Insider aziendali 31 insider · 13 dirigenti · 16 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Raul Parra Jr. CFO & Treasurer 26 Febbraio 2020 A 2.988 0 0 $0
Bernard Birkett Chief Financial Officer 02 Marzo 2018 A 1.075 0 0 $0
Joseph Wright President, International 26 Febbraio 2020 A 0 0 0 $0
Ronald Frost Chief Operating Officer 26 Febbraio 2020 A 5.000 0 0 $0
Leigh B Weintraub COO 28 Novembre 2006 M 0 0 0 $0
Michel J. Voigt CHIEF HUMAN RESOURCES OFFICER 15 Giugno 2026 G 46.062 0 0 $0
Brian G. Lloyd CHIEF LEGAL OFFICER, SECRETARY 05 Giugno 2026 G 60.132 0 0 $0
Fred P Lampropoulos Executive Chairman 25 Novembre 2025 S 1.019.955 0 4 $-5.189.900
Justin J. Lampropoulos EXEC. V.P. MKTG & STRATEGY 26 Febbraio 2020 A 0 0 0 $0
Rashelle Perry Chief Legal Officer 30 Novembre 2015 M 9.435 0 0 $0
Greg L Barnett Chief Accounting Officer 09 Marzo 2015 M 0 0 0 $0
Martin R Stephens Executive V.P. of Sales 13 Febbraio 2015 A 0 0 0 $0
Brian L Ferrand Director of Sales 10 Giugno 2004 A 13.870 0 0 $0
Scott R. Ward Direttore 18 Maggio 2026 A 3.457 0 0 $0
Michael R. Mcdonnell Direttore 18 Maggio 2026 A 9.852 0 0 $0
Scott A Anderson Direttore 06 Marzo 2020 M 18.762 0 0 $0
Franklin J Miller Direttore 04 Marzo 2020 M 2.334 0 0 $0
Nolan E. Karras Direttore 02 Marzo 2020 M 10.500 0 0 $0
Lynne Ward Direttore 28 Agosto 2019 A 0 0 $0
Ann F. Millner Direttore 15 Agosto 2019 M 11.230 0 0 $0
Michael E Stillabower Direttore 02 Agosto 2019 M 107.868 0 0 $0
Jill Anderson Direttore 31 Maggio 2019 A 0 0 $0
Thomas James Gunderson Direttore 31 Maggio 2019 A 0 0 $0
David Ming-Teh Liu Direttore 31 Maggio 2019 A 0 0 $0
Kent W Stanger Direttore 31 Maggio 2019 A 415.087 0 0 $0
Elizabeth Huebner Direttore 07 Gennaio 2019 A 0 0 $0
Rex C Bean Direttore 22 Maggio 2013 A 0 0 0 $0
James J Ellis Direttore 11 Agosto 2011 A 4.251 0 0 $0
Neil Peterson 04 Agosto 2026 S 25.551 0 1 $-1.823.165
Richard W Edelman 01 Agosto 2017 M 6.000 0 0 $0
Arlin D Nelson 31 Luglio 2013 A 5.146 0 0 $0

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

Attivisti e proprietari del 5%+ 2 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
STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD VALUE R LP, STARBOARD VALUE R GP LLC, STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP, STARBOARD VALUE L LP, STARBOARD X MASTER FUND LTD, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, PETER A. FELD ×5 depositi 18 Ottobre 2021 Deposito iniziale SEC
Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata 15 Agosto 2001 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 77 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
PSCH · Invesco Exchange-Traded Fund Trust … 2,69% 51.773 SH 08 Agosto 2026 Giornaliero
RSMC · Tidal Trust III 1,83% 202.581 NS 30 Aprile 2026 N-PORT
QQQS · Invesco Exchange-Traded Fund Trust … 0,70% 1.774 SH 08 Agosto 2026 Giornaliero
SMMV · iShares Trust 0,58% 19.322 SH 08 Agosto 2026 Giornaliero
CAFG · Pacer Funds Trust 0,49% 1.640 NS 30 Aprile 2026 N-PORT
IJT · iShares Trust 0,37% 349.038 SH 08 Agosto 2026 Giornaliero
XJR · iShares Trust 0,33% 7.049 SH 08 Agosto 2026 Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust … 0,31% 8.909 SH 08 Agosto 2026 Giornaliero
IWN · iShares Trust 0,30% 499.647 SH 08 Agosto 2026 Giornaliero
IJR · iShares Trust 0,29% 3.638.095 SH 08 Agosto 2026 Giornaliero
AGNG · Global X Funds 0,28% 3.690 NS 31 Maggio 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,28% 44.733 SH 08 Agosto 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 0,24% 47.406 SH 08 Agosto 2026 Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS 0,22% 208.725 SH 08 Agosto 2026 Giornaliero
IJS · iShares Trust 0,21% 196.227 SH 08 Agosto 2026 Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,19% 16.319 NS 30 Aprile 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,18% 58.053 SH 08 Agosto 2026 Giornaliero
BKSE · BNY Mellon ETF Trust 0,18% 2.101 NS 30 Aprile 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,17% 73.615 NS 31 Maggio 2026 N-PORT
IWM · iShares Trust 0,17% 1.524.278 SH 08 Agosto 2026 Giornaliero
SAA · ProShares Trust 0,17% 709 NS 31 Maggio 2026 N-PORT
ISCG · iShares Trust 0,16% 18.703 SH 08 Agosto 2026 Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS 0,16% 46.836 SH 08 Agosto 2026 Giornaliero
ESML · iShares Trust 0,16% 51.790 SH 08 Agosto 2026 Giornaliero
FNY · First Trust Exchange-Traded AlphaDE… 0,13% 9.947 NS 30 Aprile 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,13% 344.226 SH 08 Agosto 2026 Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust … 0,13% 29.855 SH 08 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,12% 25.369 NS 30 Aprile 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,12% 41.392 NS 30 Aprile 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,11% 750.481 SH 08 Agosto 2026 Giornaliero
SMLF · iShares Trust 0,10% 48.903 SH 08 Agosto 2026 Giornaliero
ITWO · ProShares Trust 0,09% 2.752 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,09% 183.017 NS 30 Aprile 2026 N-PORT
EBIT · Harbor ETF Trust 0,09% 143 NS 30 Aprile 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,08% 23.949 NS 30 Aprile 2026 N-PORT
ISCB · iShares Trust 0,08% 2.621 SH 08 Agosto 2026 Giornaliero
SCHA · SCHWAB STRATEGIC TRUST 0,08% 285.167 NS 31 Maggio 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,08% 11.832 NS 31 Maggio 2026 N-PORT
SMDX · Tidal Trust III 0,07% 1.266 NS 30 Aprile 2026 N-PORT
FHLC · FIDELITY COVINGTON TRUST 0,07% 27.451 NS 30 Aprile 2026 N-PORT
VHT · VANGUARD WORLD FUND 0,06% 179.431 SH 08 Agosto 2026 Giornaliero
UWM · ProShares Trust 0,05% 2.153 NS 31 Maggio 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,05% 74.919 NS 31 Maggio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,05% 684.697 SH 08 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,05% 1.300.261 SH 08 Agosto 2026 Giornaliero
WSML · iShares Trust 0,05% 3.566 SH 08 Agosto 2026 Giornaliero
RILA · Spinnaker ETF Series 0,04% 274 NS 30 Aprile 2026 N-PORT
URTY · ProShares Trust 0,04% 2.179 NS 31 Maggio 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,04% 2.739 NS 30 Aprile 2026 N-PORT
IWO · iShares Trust 0,03% 51.729 SH 08 Agosto 2026 Giornaliero