NSIT Insight Enterprises, Inc. - Common Stock
$147,95
Prezzo · Ago 19, 2026
Fondamentali al Ago 6, 2026
Intervallo 52 sett.
$64–$157
90% of range
Rating Analisti
BUY
10 analysts
Prezzo Obiettivo
$164
+11% upside
P/E (TTM)
30.4
ROE
9.7%
Margine di Profitto Netto
1.9%
Informazioni su Insight Enterprises, Inc. - Common Stock Panoramica della società da Wikipedia
Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
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Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
Jack Azagury has been CEO since April 13, 2026.
History
Early years
Hard Drives International was founded in 1988 by Eric and Tim Crown. Initially a mail order business selling computer storage, the company expanded into a storefront when credit card companies declined service. In 1991, the company changed its name to Insight Enterprises, and distribution included a full line of computers and accessories. The company held its initial public offering in January 1995.
Insight became an international company when it acquired TC Computers, based in Montreal, Canada, in 1997. In April 1998, Insight signed an agreement to acquire Choice Peripherals Ltd. and Plusnet Technologies Ltd., an Internet service provider and website hosting and development company operating as Force 9. The acquisition expanded Insight's operations to Europe.
2000–2010
Insight acquired Action Computer Supplies Holdings PLC, a U.K.-based direct marketer, in October 2001 for approximately $150 million in stock. In April 2002, the company acquired Comark for $150 million, increasing Insight's ability to work with clients of all sizes, including the public sector.
In July 2006, Insight entered an agreement to purchase Software Spectrum, a company which focused on software and mobility products for medium and large companies, from Level 3 Communications for $287 million.
Calence LLC, a technology company focused on Cisco networking and advanced communications, was acquired by Insight in April 2008 for $125 million. Insight acquired U.K.-based Minx Ltd., a European network integrator with Cisco Gold Partner accreditation, in July 2008 for $1.5 million and the assumption of $4.6 million of existing debt.
Since 2011
Ensynch, an information technology company founded in 2000, was acquired by Insight in September 2011. Insight acquired Inmac Gmbh, a business-to-business hardware reseller based in Germany, in February 2012.
In June 2015, Insight underwent a corporate rebranding. In October 2015, Insight acquired BlueMetal, an interactive design and technology architecture firm based in Boston.
Also in 2015, Insight raised $200,000 in its annual campaign for its Noble Cause division. Through Noble Cause, Insight gives to local charities including the Make-a-Wish Foundation, the Boys & Girls Clubs of America and the Ronald McDonald House.
In 2016, BlueMetal partnered with INDYCAR, the Indianapolis Motor Speedway and Microsoft to produce an analytics focused app during the Indianapolis 500.
Insight opened an additional sales center at the Meadows Office and Technological Park in Conway, Arkansas in August 2016.
Insight announced the acquisition of Ignia, an Australian-based business technology consulting company, in September 2016.
In November 2016, Insight Enterprises announced that they were acquiring the Eden Prairie, Minnesota-based data center services and services company, Datalink for $11.25 per share in cash, but that the company would remain mostly the same. The $258 million deal closed in the first quarter of 2017 and allowed Insight Enterprises to enhance its data center services.
In 2017, Insight announced the acquisition of Dutch cloud service provider Caase.com.
In August 2019, Insight Enterprises announced the acquisition of PCM, Inc., a provider of IT products and services, expanding Insight's operations in the US, Canada and the UK.
In December 2023, Insight Enterprises acquired SADA, one of the largest Google Cloud partners in the world, for $410 million, making SADA a part of the Insight family.
In September 2023, Insight Enterprises acquired Amdaris, one of the leading software development company in the UK and Eastern Europe, adding approx 900 employees to the Insight family. New World Tech, based in the UK, was acquired in July 2024.
Sports Affiliation
Insight Enterprises was the title sponsor of the Insight.com Bowl from 1997 through 2001, then the Insight Bowl (named the Rate Bowl as of 2024) from 2002 through 2011.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
NSIT Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$147.94
Capitalizzazione di Mercato
$4.59B
P/E (TTM)
30.4
EPS (TTM)
$4.86
Ricavi (TTM)
$8.25B
Rendimento div.
—
ROE
9.7%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$64 – $157
NSIT 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
$8.25B
2016-12-31
→
2025-12-31
EPS
$4.86
2016-12-31
→
2025-12-31
Flusso di cassa libero
$279M
2016-12-31
→
2025-12-31
Margini
1.9%
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
NSIT
Mediana dei peer
P/E (TTM)
30.4
20.7
P/S (TTM)
0.6
0.4
P/B
2.8
1.5
Price / FCF (Prezzo / FCF)
16.4
—
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
NSIT
Mediana dei peer
Gross Margin (Margine lordo)
21.4%
14.8%
Operating Margin (Margine Operativo)
4.1%
—
Net Profit Margin (Margine di Profitto Netto)
1.9%
2.3%
ROA
1.9%
3.6%
ROE
9.7%
11.2%
ROIC
14.1%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
NSIT
Mediana dei peer
Current Ratio (Rapporto corrente)
1.2
1.3
Quick Ratio
1.2
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
NSIT
Mediana dei peer
Revenue YoY (Ricavi YoY)
-5.2%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
-7.5%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
-0.22%
—
EPS YoY
-25.8%
—
Net Income YoY (Utile Netto YoY)
-37.0%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
NSIT
Mediana dei peer
NSIT Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
10 analisti
- Acquisto forte 3 30,0%
- Compra 4 40,0%
- Mantieni 3 30,0%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
4 analisti · 2026-08-16
Mediana
$167.50
Media
$163.75
Ora
$147.94
Basso
$140.00
Alto
$180.00
Target mediano
$167.50
+13,2%
Target medio
$163.75
+10,7%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
0.19%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $3.86 | $2.99 | 0.87% |
| 31 Marzo 2026 | $2.88 | $2.49 | 0.39% |
| 31 Dicembre 2025 | $2.96 | $2.90 | 0.06% |
| 30 Settembre 2025 | $2.43 | $2.54 | -0.11% |
| 30 Giugno 2025 | $2.45 | $2.51 | -0.06% |
| 31 Marzo 2025 | $2.06 | $2.05 | 0.01% |
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 |
|---|---|---|---|---|---|---|
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| SNX | $15.10B | 15.3 | 6.9% | 1.3% | 10.0% | 7.0% |
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | — | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | — | 18.6 | 9.5% | — | — | — |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| SCSC | $929M | 13.9 | -6.7% | 2.4% | 7.9% | 13.4% |
| CLMB | $474M | 22.2 | 40.1% | 3.3% | 19.2% | 16.1% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 16
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Cost of Revenue | $6.49B | $6.94B | $7.51B | $8.79B | $7.99B | $7.04B | $6.59B | $6.09B | $5.79B | $4.74B | $4.66B | $4.60B | |
| Gross Profit | $1.76B | $1.77B | $1.67B | $1.64B | $1.45B | $1.30B | $1.14B | $994M | $919M | $743M | $716M | $712M | |
| SG&A Expense | $1.39B | $1.34B | $1.24B | $1.22B | $1.12B | $1.01B | $881M | $757M | $723M | $585M | $585M | $577M | |
| Operating Income | $335M | $389M | $420M | $414M | $332M | $272M | $241M | $233M | $179M | $149M | $127M | $131M | |
| Interest Expense | · | · | $41M | $39M | $41M | $42M | $28M | $22M | $18M | $9M | $7M | $6M | |
| Interest Income | · | · | · | · | · | · | · | $1M | $1M | $1M | $783.0K | $1M | |
| Other Non-op | $-24M | $2M | $-817.0K | $230.0K | $1M | $-2M | $-400.0K | $156.0K | $-2M | $-1M | $-1M | $-1M | |
| Pretax Income | $226M | $333M | $378M | $374M | $293M | $228M | $212M | $212M | $159M | $139M | $119M | $124M | |
| Income Tax | $68M | $83M | $97M | $94M | $73M | $56M | $52M | $48M | $68M | $55M | $43M | $49M | |
| Net Income | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| EPS (Basic) | $5.00 | $7.73 | $8.53 | $8.04 | $6.27 | $4.92 | $4.49 | $4.60 | $2.54 | $2.35 | $2.00 | $1.84 | |
| EPS (Diluted) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 | |
| Shares (Basic) | 31,494,000 | 32,286,000 | 32,991,000 | 34,903,000 | 35,011,000 | 35,117,000 | 35,538,000 | 35,586,000 | 35,741,000 | 36,102,000 | 37,984,000 | 41,062,000 | |
| Shares (Diluted) | 32,347,000 | 38,136,000 | 37,241,000 | 36,620,000 | 36,863,000 | 35,444,000 | 35,959,000 | 36,009,000 | 36,207,000 | 36,438,000 | 38,275,000 | 41,358,000 | |
| EBITDA | $441M | $487M | $482M | $470M | $387M | $337M | $287M | $271M | $222M | $187M | $164M | $172M |
Stato Patrimoniale 24
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $358M | $259M | $269M | $164M | $104M | $128M | $115M | $143M | $106M | $203M | $188M | $165M | |
| Receivables | $5.52B | $4.17B | $3.57B | $3.27B | $2.94B | $2.69B | $2.51B | $1.93B | $1.81B | $1.44B | $1.32B | $1.31B | |
| Inventory | $161M | $123M | $185M | $265M | $328M | $186M | $191M | $149M | $195M | $148M | $120M | · | |
| Other Current Assets | $261M | $209M | $189M | $192M | $200M | $177M | $231M | $116M | $152M | $127M | $77M | $63M | |
| Current Assets | $6.36B | $4.84B | $4.33B | $3.90B | $3.57B | $3.18B | $3.05B | $2.34B | $2.30B | $1.98B | $1.75B | $1.70B | |
| PP&E (Net) | $188M | $216M | $210M | $204M | $176M | $146M | $131M | $73M | $75M | $71M | $88M | $104M | |
| PP&E (Gross) | $373M | $436M | $430M | $419M | $410M | $402M | $367M | $405M | $410M | $379M | $380M | $374M | |
| Accum. Depreciation | $185M | $220M | $220M | $215M | $234M | $256M | $236M | $332M | $335M | $308M | $292M | $269M | |
| Goodwill | $1.17B | $894M | $684M | $493M | $428M | $429M | $415M | $167M | $131M | $63M | $56M | $26M | |
| Intangibles | $426M | $426M | $370M | $205M | $215M | $247M | $279M | $112M | $101M | $21M | $27M | $24M | |
| Other Non-current Assets | $123M | $135M | $146M | $149M | $301M | $312M | $306M | $85M | $57M | $29M | $28M | $18M | |
| Total Assets | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Accrued Liabilities | $615M | $512M | $538M | $434M | $423M | $408M | $352M | $253M | $176M | $152M | $145M | $145M | |
| Current Liabilities | $5.10B | $4.12B | $3.37B | $2.87B | $2.52B | $2.23B | $1.88B | $1.54B | $1.50B | $1.44B | $1.21B | $1.14B | |
| Capital Leases | $60M | $66M | $71M | $63M | $58M | · | · | · | · | · | · | · | |
| Deferred Tax | $71M | $64M | $28M | $33M | $47M | $33M | $45M | $683.0K | $717.0K | $900.0K | $239.0K | $655.0K | |
| Other Non-current Liabilities | $187M | $161M | $203M | $157M | $256M | $270M | $232M | $56M | $45M | $26M | $31M | $24M | |
| Total Liabilities | $7.44B | $5.68B | $4.55B | $3.47B | $3.18B | $2.97B | $3.02B | $1.79B | $1.84B | $1.51B | $1.33B | $1.23B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $61M | |
| Common Stock | $310.0K | $318.0K | $326.0K | $340.0K | $349.0K | $351.0K | $353.0K | $355.0K | $358.0K | $355.0K | $371.0K | $401.0K | |
| Retained Earnings | $1.52B | $1.51B | $1.45B | $1.37B | $1.17B | $993M | $841M | $705M | $550M | $460M | $409M | $397M | |
| Stockholders' Equity | $1.65B | $1.77B | $1.74B | $1.64B | $1.51B | $1.34B | $1.16B | $987M | $843M | $713M | $686M | $721M | |
| Liabilities + Equity | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Shares Outstanding | 30,996,000 | 31,778,000 | 32,590,000 | 34,009,000 | 34,897,000 | 35,103,000 | 35,263,000 | 35,482,000 | 35,829,000 | 35,484,000 | 37,106,000 | 40,147,000 |
Flusso di cassa 18
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $106M | $98M | $62M | $57M | $55M | $66M | $46M | $37M | $43M | $38M | $38M | $41M | |
| Stock-based Comp | $34M | $34M | $29M | $23M | $18M | $18M | $16M | $15M | $13M | $11M | $9M | $8M | |
| Deferred Tax | $2M | $8M | $-13M | $-9M | $12M | $-13M | $7M | $9M | $19M | $11M | $5M | $4M | |
| Amort. of Intangibles | $77M | $70M | $36M | $33M | $32M | $38M | $24M | $16M | $17M | $11M | $11M | $11M | |
| Restructuring | $37M | $32M | $6M | $4M | $-2M | $12M | $5M | $3M | $9M | $5M | $5M | $4M | |
| Other Non-cash | $5M | $243M | $260M | $-253M | $-141M | $113M | $-101M | $67M | $-471M | $-49M | $53M | $-17M | |
| Operating Cash Flow | $304M | $633M | $620M | $98M | $164M | $356M | $128M | $293M | $-307M | $96M | $181M | $110M | |
| CapEx | $25M | $47M | $39M | $71M | $52M | $24M | $69M | $17M | $19M | $12M | $13M | $10M | |
| Investing Cash Flow | $-310M | $-303M | $-505M | $-138M | $-21M | $10M | $-733M | $-92M | $-205M | $-21M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | · | $175M | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $-166M | $166M | · | · | · | |
| Stock Repurchased | $151M | $200M | $217M | $108M | $50M | $25M | $28M | $22M | · | $50M | $92M | $50M | |
| Net Stock Activity | $-151M | $-200M | $-217M | $-108M | $-50M | $-25M | $-28M | $-22M | · | $-50M | $-92M | $-50M | |
| Financing Cash Flow | $82M | $-321M | $-17M | $114M | $-161M | $-362M | $578M | $-159M | $397M | $-58M | · | · | |
| Net Change in Cash | $99M | $-9M | $105M | $60M | $-25M | $14M | $-28M | $37M | $-99M | $15M | $23M | $38M | |
| Taxes Paid | $74M | $118M | $104M | $91M | $76M | $63M | $42M | $31M | $55M | $39M | $41M | $52M | |
| Free Cash Flow | $279M | $586M | $580M | $27M | $112M | $331M | $59M | $275M | $-325M | $84M | $167M | $100M | |
| Levered FCF | · | · | $550M | $-2M | $81M | $300M | $37M | $258M | $-336M | $78M | $162M | $97M |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% | 15.6% | 14.7% | 14.0% | 13.7% | 13.6% | 13.3% | 13.4% | |
| Operating Margin | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% | 3.3% | 3.1% | 3.3% | 2.7% | 2.7% | 2.4% | 2.5% | |
| Net Margin | 1.9% | 2.9% | 3.1% | 2.7% | 2.3% | 2.1% | 2.1% | 2.3% | 1.4% | 1.5% | 1.4% | 1.4% | |
| Pretax Margin | 2.7% | 3.8% | 4.1% | 3.6% | 3.1% | 2.7% | 2.7% | 3.0% | 2.4% | 2.5% | 2.2% | 2.3% | |
| EBITDA Margin | 5.3% | 5.6% | 5.3% | 4.5% | 4.1% | 4.0% | 3.7% | 3.8% | 3.3% | 3.4% | 3.1% | 3.2% | |
| ROA | 1.9% | 3.6% | 4.9% | 5.7% | 4.9% | 4.1% | 4.6% | 6.0% | 3.7% | 4.0% | 3.8% | 4.0% | |
| ROE | 9.7% | 14.1% | 16.7% | 17.2% | 14.8% | 13.2% | 14.1% | 17.0% | 11.7% | 12.1% | 10.8% | 10.5% | |
| ROIC | 14.1% | 16.5% | 18.0% | 18.9% | 16.5% | 15.3% | 15.6% | 18.3% | 12.1% | 12.7% | 11.7% | 11.1% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 | 1.4 | 1.6 | 1.5 | 1.5 | 1.4 | 1.4 | 1.5 | |
| Quick Ratio | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 | 1.3 | 1.4 | 1.3 | 1.3 | 1.1 | 1.2 | 1.3 | |
| Interest Coverage | · | · | 10.2 | 10.5 | 8.2 | 6.5 | 8.4 | 10.2 | 9.3 | 17.2 | 17.5 | 21.8 |
Efficienza 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.3 | 1.6 | 2.1 | 2.1 | 2.0 | 2.2 | 2.6 | 2.7 | 2.6 | 2.7 | 2.8 | |
| Inventory Turnover | 45.8 | 45.2 | 33.4 | 29.6 | 31.1 | 37.4 | 38.9 | 35.5 | 33.8 | 35.4 | · | · | |
| Receivables Turnover | 1.7 | 2.2 | 2.7 | 3.4 | 3.4 | 3.2 | 3.5 | 3.8 | 4.1 | 4.0 | 4.1 | 4.1 |
Tassi di Crescita 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -5.2% | -5.2% | -12.0% | 10.5% | 13.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.5% | -2.7% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.22% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -25.8% | -13.2% | -1.4% | 28.7% | 22.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.1% | 3.2% | 15.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.04% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -37.0% | -11.2% | 0.25% | 27.9% | 27.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -17.5% | 4.4% | 17.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Net Income TTM | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| Market Cap | $2.53B | $4.83B | $5.77B | $3.41B | $3.72B | $2.67B | $2.48B | $1.45B | $1.37B | $1.43B | $932M | $1.04B | |
| P/E | 16.8 | 23.2 | 23.5 | 13.1 | 17.9 | 15.6 | 15.9 | 9.0 | 15.3 | 17.4 | 12.7 | 14.1 | |
| P/S | 0.3 | 0.6 | 0.6 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | |
| P/B | 1.5 | 2.7 | 3.3 | 2.1 | 2.5 | 2.0 | 2.1 | 1.5 | 1.6 | 2.0 | 1.4 | 1.4 | |
| P / Tangible Book | 47.7 | 10.7 | 8.5 | 3.6 | 4.3 | 4.0 | · | · | · | · | · | · | |
| P / Cash Flow | 8.3 | 7.6 | 9.3 | 34.8 | 22.7 | 7.5 | 19.4 | 4.9 | -4.5 | 15.0 | 5.2 | 9.4 | |
| P / FCF | 9.0 | 8.2 | 10.0 | 125.5 | 33.3 | 8.1 | 42.2 | 5.3 | -4.2 | 17.2 | 5.6 | 10.4 | |
| Earnings Yield | 6.0% | 4.3% | 4.3% | 7.6% | 5.6% | 6.4% | 6.3% | 11.2% | 6.5% | 5.7% | 7.9% | 7.1% |
Conto Economico 15
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.40B | $2.13B | $2.05B | $2.00B | $2.09B | $2.10B | $2.07B | $2.09B | $2.16B | $2.38B | $2.24B | $2.27B | $2.35B | $2.32B | $2.50B | $2.53B | |
| Cost of Revenue | $1.88B | $1.67B | $1.57B | $1.57B | $1.65B | $1.70B | $1.63B | $1.66B | $1.71B | $1.94B | $1.80B | $1.86B | $1.92B | $1.93B | $2.08B | $2.14B | |
| Gross Profit | $522M | $462M | $478M | $434M | $442M | $406M | $440M | $432M | $453M | $441M | $436M | $409M | $433M | $391M | $421M | $399M | |
| SG&A Expense | $385M | $384M | $361M | $333M | $352M | $339M | $358M | $330M | $317M | $337M | $298M | $310M | $318M | $310M | $305M | $308M | |
| Operating Income | $131M | $72M | $95M | $93M | $87M | $60M | $65M | $93M | $131M | $100M | $132M | $92M | $119M | $77M | $114M | $90M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | · | $12M | $9M | $10M | · | $12M | |
| Other Non-op | $-248.0K | $1M | $336.0K | $888.0K | $-13.0K | $-25M | $2M | $-1M | $469.0K | $763.0K | $-328.0K | $203.0K | $60.0K | $-752.0K | $-511.0K | $-2M | |
| Pretax Income | $106M | $50M | $72M | $71M | $64M | $19M | $52M | $75M | $117M | $88M | $122M | $80M | $109M | $66M | $103M | $77M | |
| Income Tax | $29M | $19M | $20M | $20M | $17M | $11M | $15M | $17M | $30M | $21M | $32M | $20M | $29M | $16M | $26M | $19M | |
| Net Income | $78M | $30M | $52M | $51M | $47M | $8M | $37M | $58M | $87M | $67M | $91M | $60M | $80M | $50M | $77M | $57M | |
| EPS (Basic) | $2.58 | $0.97 | $1.66 | $1.62 | $1.48 | $0.24 | $1.17 | $1.81 | $2.69 | $2.06 | $2.77 | $1.85 | $2.43 | $1.48 | $2.24 | $1.64 | |
| EPS (Diluted) | $2.57 | $0.97 | $1.56 | $1.62 | $1.46 | $0.22 | $1.02 | $1.52 | $2.27 | $1.74 | $2.42 | $1.62 | $2.17 | $1.34 | $2.13 | $1.58 | |
| Shares (Basic) | 30,032,000 | 30,788,000 | -63,494,000 | 31,369,000 | 31,780,000 | 31,839,000 | -65,091,000 | 32,216,000 | 32,565,000 | 32,596,000 | -66,390,000 | 32,574,000 | 33,101,000 | 33,706,000 | -70,106,000 | 34,952,000 | |
| Shares (Diluted) | 30,174,000 | 30,856,000 | -65,993,000 | 31,536,000 | 32,121,000 | 34,683,000 | -77,197,000 | 38,331,000 | 38,567,000 | 38,435,000 | -74,208,000 | 37,203,000 | 37,039,000 | 37,207,000 | -73,522,000 | 36,340,000 | |
| EBITDA | $160M | $100M | · | $119M | $112M | $86M | · | $119M | $156M | $122M | · | $107M | $133M | $92M | · | $106M |
Stato Patrimoniale 23
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $363M | $441M | $358M | $547M | $309M | $322M | $259M | $317M | $256M | $379M | · | $244M | $196M | $176M | · | $137M | |
| Receivables | $7.82B | $6.42B | $5.52B | $5.48B | $5.48B | $4.61B | $4.17B | $3.90B | $4.14B | $3.57B | · | $3.07B | $3.67B | $3.09B | · | $3.05B | |
| Inventory | $248M | $252M | $161M | $149M | $147M | $149M | $123M | $151M | $145M | $169M | · | $184M | $248M | $266M | · | $368M | |
| Other Current Assets | $310M | $279M | $261M | $266M | $300M | $246M | $209M | $209M | $265M | $219M | · | $210M | $230M | $217M | · | $232M | |
| Current Assets | $8.80B | $7.45B | $6.36B | $6.50B | $6.30B | $5.39B | $4.84B | $4.66B | $4.90B | $4.44B | · | $3.71B | $4.34B | $3.75B | · | $3.78B | |
| PP&E (Net) | · | · | $188M | · | · | · | $216M | · | · | · | $210M | $206M | $202M | $201M | $204M | $201M | |
| PP&E (Gross) | · | · | $373M | · | · | · | $436M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $196M | $189M | $185M | $233M | $230M | $225M | $220M | $222M | $221M | $219M | · | $222M | $218M | $215M | · | $214M | |
| Goodwill | $1.17B | $1.17B | $1.17B | $902M | $905M | $897M | $894M | $889M | $873M | $681M | $684M | $559M | $495M | $494M | · | $494M | |
| Intangibles | $384M | $405M | $426M | $374M | $394M | $409M | $426M | $449M | $461M | $354M | · | $220M | $189M | $197M | · | $212M | |
| Other Non-current Assets | $122M | $122M | $123M | $119M | $126M | $125M | $135M | $140M | $140M | $142M | · | $383M | $317M | $323M | · | $306M | |
| Total Assets | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Accrued Liabilities | $648M | $1.05B | $615M | $514M | $507M | $606M | $512M | $493M | $488M | $518M | · | $395M | $409M | $416M | · | $415M | |
| Current Liabilities | $7.43B | $6.13B | $5.10B | $5.02B | $4.90B | $4.39B | $4.12B | $3.74B | $4.01B | $3.50B | · | $2.74B | $3.31B | $2.88B | · | $2.27B | |
| Capital Leases | · | · | $60M | · | · | · | $66M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $70M | $70M | $71M | $70M | $51M | $57M | $64M | $73M | $52M | $23M | · | $33M | $32M | $29M | · | $37M | |
| Other Non-current Liabilities | $190M | $166M | $187M | $132M | $151M | $158M | $161M | $161M | $170M | $173M | · | $359M | $290M | $305M | · | $283M | |
| Total Liabilities | $9.79B | $8.45B | $7.44B | $7.32B | $7.12B | $6.33B | $5.68B | $5.52B | $5.51B | $4.81B | · | $3.45B | $3.97B | $3.39B | · | $3.38B | |
| Common Stock | $295.0K | $302.0K | $310.0K | $310.0K | $314.0K | $319.0K | $318.0K | $318.0K | $326.0K | $325.0K | · | $326.0K | $326.0K | $333.0K | · | $348.0K | |
| Retained Earnings | $1.49B | $1.48B | $1.52B | $1.47B | $1.49B | $1.52B | $1.51B | $1.47B | $1.57B | $1.48B | · | $1.36B | $1.30B | $1.31B | · | $1.37B | |
| Stockholders' Equity | $1.61B | $1.60B | $1.65B | $1.58B | $1.61B | $1.59B | $1.77B | $1.77B | $1.85B | $1.76B | $1.74B | $1.63B | $1.57B | $1.57B | $1.64B | $1.62B | |
| Liabilities + Equity | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Shares Outstanding | 29,515,000 | 30,191,000 | 30,996,000 | 30,967,000 | 31,420,000 | 31,912,000 | 31,778,000 | 31,761,000 | 32,584,000 | 32,548,000 | · | 32,577,000 | 32,568,000 | 33,261,000 | 34,009,000 | 34,828,000 |
Flusso di cassa 15
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $28M | $28M | $26M | $26M | $26M | $26M | $26M | $25M | $22M | $18M | $16M | $14M | $15M | $14M | $15M | |
| Stock-based Comp | $11M | $8M | $7M | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $3M | $10M | $10M | $7M | $6M | $6M | |
| Deferred Tax | $3M | $-1M | $-3M | $19M | $-6M | $-8M | $-8M | $20M | $888.0K | $-4M | $-4M | $-8M | $3M | $-4M | $-4M | $-5M | |
| Amort. of Intangibles | $21M | $21M | $21M | $19M | $19M | $19M | $19M | $19M | $17M | $15M | $11M | $9M | $8M | $8M | $8M | $9M | |
| Restructuring | $6M | $6M | $21M | $5M | $3M | $7M | $16M | $9M | $5M | $2M | $3M | $3M | $-4M | $4M | $1M | $720.0K | |
| Other Non-cash | · | $-33M | · | · | · | $44M | · | · | · | $155M | · | · | · | $93M | · | · | |
| Operating Cash Flow | $-12M | $32M | $154M | $249M | $-177M | $78M | $215M | $125M | $46M | $247M | $206M | $226M | $28M | $160M | $304M | $236M | |
| CapEx | $8M | $6M | $7M | $6M | $5M | $7M | $14M | $14M | $12M | $6M | $10M | $16M | $4M | $9M | $12M | $12M | |
| Investing Cash Flow | $125.0K | $-6M | $-292M | $-6M | $-5M | $-7M | $-14M | $-10M | $-273M | $-6M | $-409M | $-99M | $11M | $-9M | $-12M | $-12M | |
| Stock Repurchased | $75M | $75M | $0 | $75M | $76M | $0 | $0 | $165M | $0 | $35M | $0 | $0 | $100M | $117M | $83M | $25M | |
| Net Stock Activity | · | $-75M | · | · | · | $0 | · | · | · | $-35M | · | · | · | $-117M | · | · | |
| Financing Cash Flow | $-60M | $64M | $-54M | $-3M | $155M | $-15M | $-239M | $-62M | $105M | $-125M | $219M | $-75M | $-20M | $-141M | $-263M | $-221M | |
| Net Change in Cash | $-77M | $83M | $-189M | $238M | $-13M | $63M | $-58M | $61M | $-123M | $110M | $24M | $48M | $20M | $12M | $27M | $-951.0K | |
| Free Cash Flow | · | $26M | · | · | · | $71M | · | · | · | $241M | · | · | · | $151M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $231M | · | · | · | $143M | · | · |
Redditività 8
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.7% | 21.7% | · | 21.7% | 21.1% | 19.3% | · | 20.7% | 21.0% | 18.5% | · | 18.0% | 18.4% | 16.8% | · | 15.8% | |
| Operating Margin | 5.5% | 3.4% | · | 4.6% | 4.1% | 2.9% | · | 4.5% | 6.1% | 4.2% | · | 4.0% | 5.1% | 3.3% | · | 3.6% | |
| Net Margin | 3.2% | 1.4% | · | 2.5% | 2.2% | 0.36% | · | 2.8% | 4.0% | 2.8% | · | 2.7% | 3.4% | 2.1% | · | 2.3% | |
| Pretax Margin | 4.4% | 2.3% | · | 3.5% | 3.1% | 0.90% | · | 3.6% | 5.4% | 3.7% | · | 3.5% | 4.7% | 2.9% | · | 3.0% | |
| EBITDA Margin | 6.7% | 4.7% | · | 5.9% | 5.4% | 4.1% | · | 5.7% | 7.2% | 5.1% | · | 4.7% | 5.7% | 4.0% | · | 4.2% | |
| ROA | 0.77% | 0.33% | · | 0.63% | 0.58% | 0.10% | · | 0.94% | 1.4% | 1.2% | · | 1.2% | 1.4% | 1.0% | · | 1.2% | |
| ROE | 4.8% | 1.9% | · | 3.0% | 2.7% | 0.45% | · | 3.4% | 5.1% | 4.0% | · | 3.7% | 5.1% | 3.2% | · | 3.7% | |
| ROIC | 5.9% | 2.7% | · | 4.2% | 3.9% | 1.5% | · | 4.1% | 5.3% | 4.3% | · | 4.2% | 5.6% | 3.7% | · | 4.2% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.7 | |
| Quick Ratio | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.0 | · | 7.6 | 12.6 | 7.5 | · | 7.7 |
Efficienza 3
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | |
| Inventory Turnover | 9.5 | 8.3 | · | 10.5 | 11.3 | 10.7 | · | 9.9 | 8.7 | 8.9 | · | 6.7 | 6.1 | 6.0 | · | 6.7 | |
| Receivables Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.8 | · | 0.9 |
Valutazione (TTM) 10
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.62B | $8.33B | · | $8.29B | $8.44B | $8.73B | · | $8.90B | $9.16B | $9.32B | · | $9.47B | $9.95B | $10.25B | · | $10.38B | |
| Net Income TTM | $205M | $135M | · | $164M | $200M | $220M | · | $273M | $295M | $258M | · | $248M | $277M | $253M | · | $259M | |
| Market Cap | $3.59B | $2.02B | · | $3.51B | $4.34B | $4.79B | · | $6.84B | $6.46B | $6.04B | · | $4.74B | $4.77B | $4.75B | · | $2.87B | |
| P/E | 18.4 | 15.7 | · | 23.5 | 25.2 | 26.1 | · | 30.1 | 25.4 | 27.0 | · | 20.0 | 20.3 | 19.1 | · | 11.7 | |
| P/S | 0.4 | 0.2 | · | 0.4 | 0.5 | 0.5 | · | 0.8 | 0.7 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| P/B | 2.2 | 1.3 | · | 2.2 | 2.7 | 3.0 | · | 3.9 | 3.5 | 3.4 | · | 2.9 | 3.0 | 3.0 | · | 1.8 | |
| P / Tangible Book | 65.3 | 68.6 | · | 11.5 | 14.2 | 16.8 | · | 16.0 | 12.6 | 8.4 | · | 5.6 | 5.4 | 5.4 | · | 3.1 | |
| P / Cash Flow | · | 62.5 | · | · | · | 61.3 | · | · | · | 24.4 | · | · | · | 29.7 | · | · | |
| P / FCF | · | 76.7 | · | · | · | 67.5 | · | · | · | 25.1 | · | · | · | 31.5 | · | · | |
| Earnings Yield | 5.4% | 6.4% | · | 4.2% | 4.0% | 3.8% | · | 3.3% | 3.9% | 3.7% | · | 5.0% | 4.9% | 5.2% | · | 8.5% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B |
| Margine Lordo % | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% |
| Margine Operativo % | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% |
| Utile netto | $157M | $250M | $281M | $281M | $219M |
| EPS Diluito | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Rapporto corrente | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 |
| Quick Ratio | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $279M | $586M | $580M | $27M | $112M |
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Proprietari istituzionali (13F) 355 filer · $2.0B 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 |
|---|---|---|---|---|
| 101 (+38 vs trimestre precedente) | 52 (+9 vs trimestre precedente) | 78 (-39 vs trimestre precedente) | 108 (+30 vs trimestre precedente) | -453K |
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 | $312.806.882 | 2.568.201 | 15,36% | Azioni |
| FIDUCIARY MANAGEMENT INC /WI/ | $267.658.058 | 2.197.521 | 13,14% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $165.530.219 | 1.359.033 | 8,13% | Azioni |
| STATE STREET CORP | $148.968.793 | 1.223.097 | 7,31% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $94.684.640 | 777.378 | 4,65% | Azioni |
| Analog Century Management LP | $94.025.459 | 771.966 | 4,62% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $85.698.437 | 703.451 | 4,21% | Azioni |
| FMR LLC | $79.995.195 | 656.775 | 3,93% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46.500.560 | 381.778 | 2,28% | Azioni |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41.130.155 | 337.686 | 2,02% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $40.310.197 | 330.954 | 1,98% | Azioni |
| BROWN ADVISORY INC | $36.128.200 | 296.619 | 1,77% | Azioni |
| Point72 Asset Management, L.P. | $34.941.131 | 286.873 | 1,72% | Azioni |
| AMERIPRISE FINANCIAL INC | $33.909.608 | 278.404 | 1,66% | Azioni |
| Alyeska Investment Group, L.P. | $26.601.729 | 218.405 | 1,31% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $24.252.816 | 199.120 | 1,19% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.228.500 | 182.500 | 1,09% | Opzione Call |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $18.945.990 | 155.550 | 0,93% | Azioni |
| VANGUARD GROUP INC | $16.429.810 | 201.667 | 0,81% | Azioni |
| BANK OF AMERICA CORP /DE/ | $14.663.136 | 120.387 | 0,72% | Azioni |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.363.874 | 117.930 | 0,71% | Azioni |
| KENNEDY CAPITAL MANAGEMENT LLC | $14.257.299 | 117.055 | 0,70% | Azioni |
| SPEECE THORSON CAPITAL GROUP INC | $13.027.000 | 106.952 | 0,64% | Azioni |
| HIGHLAND PEAK CAPITAL, LLC | $12.845.881 | 105.467 | 0,63% | Azioni |
| Public Sector Pension Investment Board | $12.636.994 | 103.752 | 0,62% | Azioni |
| GOLDMAN SACHS GROUP INC | $11.752.604 | 96.491 | 0,58% | Azioni |
| BARCLAYS PLC | $11.727.636 | 96.286 | 0,58% | Azioni |
| Bank of New York Mellon Corp | $11.539.210 | 94.739 | 0,57% | Azioni |
| Aristotle Capital Boston, LLC | $10.586.249 | 86.915 | 0,52% | Azioni |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $10.474.800 | 86.000 | 0,51% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $10.422.791 | 85.573 | 0,51% | Azioni |
| Qube Research & Technologies Ltd | $10.364.084 | 85.091 | 0,51% | Azioni |
| RHUMBLINE ADVISERS | $9.614.992 | 78.941 | 0,47% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9.529.997 | 78.243 | 0,47% | Azioni |
| KESTREL INVESTMENT MANAGEMENT CORP | $7.764.750 | 63.750 | 0,38% | Azioni |
| NORGES BANK | $7.578.274 | 62.219 | 0,37% | Azioni |
| FIRST TRUST ADVISORS LP | $7.538.080 | 61.889 | 0,37% | Azioni |
| Assenagon Asset Management S.A. | $7.398.863 | 60.746 | 0,36% | Azioni |
| BlackRock, Inc. | $7.341.739 | 60.277 | 0,36% | Azioni |
| Swiss National Bank | $6.991.320 | 57.400 | 0,34% | Azioni |
| JANE STREET GROUP, LLC | $6.353.575 | 52.164 | 0,31% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $6.278.790 | 51.550 | 0,31% | Azioni |
| CITADEL ADVISORS LLC | $5.771.737 | 47.387 | 0,28% | Azioni |
| PRUDENTIAL FINANCIAL INC | $5.712.542 | 46.901 | 0,28% | Azioni |
| Legal & General Group Plc | $5.620.461 | 46.145 | 0,28% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $5.505.238 | 45.199 | 0,27% | Azioni |
| XTX Topco Ltd | $4.821.088 | 39.582 | 0,24% | Azioni |
| CAPITAL FUND MANAGEMENT S.A. | $4.656.292 | 38.229 | 0,23% | Azioni |
| Allianz Asset Management GmbH | $4.453.739 | 36.566 | 0,22% | Azioni |
| BOOTHBAY FUND MANAGEMENT, LLC | $4.017.573 | 32.985 | 0,20% | Azioni |
| Holocene Advisors, LP | $3.783.717 | 31.065 | 0,19% | Azioni |
| Concentric Capital Strategies, LP | $3.726.836 | 30.598 | 0,18% | Azioni |
| DEUTSCHE BANK AG\ | $3.573.977 | 29.343 | 0,18% | Azioni |
| SEGALL BRYANT & HAMILL, LLC | $3.525.745 | 28.947 | 0,17% | Azioni |
| D. E. Shaw & Co., Inc. | $3.487.134 | 28.630 | 0,17% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.460.703 | 28.413 | 0,17% | Azioni |
| Phocas Financial Corp. | $3.381.046 | 27.759 | 0,17% | Azioni |
| Bridgewater Associates, LP | $3.374.104 | 27.702 | 0,17% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.221.123 | 26.446 | 0,16% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $3.205.505 | 26.318 | 0,16% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $3.013.697 | 24.743 | 0,15% | Azioni |
| New Age Alpha Advisors, LLC | $2.788.246 | 22.892 | 0,14% | Azioni |
| FORTE CAPITAL LLC /ADV | $2.773.438 | 20.085 | 0,14% | Azioni |
| Henshaw Capital LLC | $2.656.458 | 21.810 | 0,13% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.653.048 | 21.782 | 0,13% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.631.854 | 21.608 | 0,13% | Azioni |
| Vanguard Global Advisers, LLC | $2.626.495 | 21.564 | 0,13% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.574.974 | 21.141 | 0,13% | Azioni |
| PINNBROOK CAPITAL MANAGEMENT LP | $2.533.440 | 20.800 | 0,12% | Azioni |
| ARGA Investment Management, LP | $2.504.695 | 20.564 | 0,12% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.326.855 | 34.724 | 0,11% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $2.292.479 | 34.211 | 0,11% | Azioni |
| DENALI ADVISORS LLC | $2.207.138 | 18.121 | 0,11% | Azioni |
| ASSETMARK, INC | $2.125.897 | 17.454 | 0,10% | Azioni |
| Quadrature Capital Ltd | $2.076.690 | 17.050 | 0,10% | Azioni |
| MetLife Investment Management, LLC | $2.043.926 | 16.781 | 0,10% | Azioni |
| FIL Ltd | $1.971.820 | 16.189 | 0,10% | Azioni |
| Sendero Wealth Management, LLC | $1.959.153 | 16.085 | 0,10% | Azioni |
| Illinois Municipal Retirement Fund | $1.945.268 | 15.971 | 0,10% | Azioni |
| Amundi | $1.920.908 | 15.771 | 0,09% | Azioni |
| GHP Investment Advisors, Inc. | $1.761.421 | 26.286 | 0,09% | Azioni |
| FIFTH THIRD BANCORP | $1.732.117 | 14.221 | 0,09% | Azioni |
| Quantinno Capital Management LP | $1.681.571 | 13.806 | 0,08% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.665.615 | 13.675 | 0,08% | Azioni |
| State of Tennessee, Department of Treasury | $1.655.262 | 13.590 | 0,08% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.616.164 | 13.269 | 0,08% | Azioni |
| Louisiana State Employees Retirement System | $1.607.760 | 13.200 | 0,08% | Azioni |
| Summit Trail Advisors, LLC | $1.546.007 | 12.693 | 0,08% | Azioni |
| Voleon Capital Management LP | $1.523.353 | 12.507 | 0,07% | Azioni |
| BAILARD, INC. | $1.440.407 | 11.826 | 0,07% | Azioni |
| Cascade Investment Advisors, Inc. | $1.432.977 | 11.765 | 0,07% | Azioni |
| State of New Jersey Common Pension Fund D | $1.400.456 | 11.498 | 0,07% | Azioni |
| DIVERSIFIED MANAGEMENT INC | $1.388.179 | 20.716 | 0,07% | Azioni |
| STRS OHIO | $1.351.980 | 11.100 | 0,07% | Azioni |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.340.044 | 11.002 | 0,07% | Azioni |
| Legacy Bridge, LLC | $1.268.547 | 10.415 | 0,06% | Azioni |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.266.233 | 10.396 | 0,06% | Azioni |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.241.751 | 10.195 | 0,06% | Azioni |
| NorthCrest Asset Manangement, LLC | $1.186.367 | 10.048 | 0,06% | Azioni |
| Vestmark Advisory Solutions, Inc. | $1.132.496 | 9.298 | 0,06% | Azioni |
Insider aziendali 56 insider · 34 dirigenti · 18 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jacob Azagury | Chief Executive Officer | 15 Aprile 2026 A | — | 0 | 0 | $0 |
| Joyce A Mullen | Chief Executive Officer | 20 Febbraio 2026 M | 77.972 | 0 | 0 | $0 |
| Richard A Fennessy | President and CEO | 26 Agosto 2009 S | 122.370 | 0 | 0 | $0 |
| James A. Morgado | Chief Financial Officer | 11 Maggio 2026 P | 17.246 | 1 | 0 | $199.825 |
| Helen Johnson | CFO, INA SVP Finance | 24 Febbraio 2021 S | 13.677 | 0 | 0 | $0 |
| Stanley Laybourne | CFO | 29 Agosto 2007 M | 11.200 | 0 | 0 | $0 |
| Adrian P Gregory | President, EMEA | 20 Febbraio 2026 M | 8.719 | 0 | 0 | $0 |
| Daniel Burger | President INA | 20 Febbraio 2026 M | 24.652 | 0 | 0 | $0 |
| Emma Desousa | President, EMEA | 20 Febbraio 2022 A | 8.710 | 0 | 0 | $0 |
| Wolfgang Ebermann | EMEA President | 10 Marzo 2020 P | 43.549 | 0 | 0 | $0 |
| Steven W. Dodenhoff | President, North America | 20 Febbraio 2020 A | 61.708 | 0 | 0 | $0 |
| Stuart Fenton | President Insight EMEA | 10 Maggio 2013 S | 0 | 0 | 0 | $0 |
| Mark T Mcgrath | President of Subsidiary | 20 Febbraio 2009 A | 96.773 | 0 | 0 | $0 |
| Branson M Smith | President of Subsidiary | 29 Novembre 2004 M | 0 | 0 | 0 | $0 |
| Dino D Farfante | President of Subsidiary | 17 Novembre 2004 M | 0 | 0 | 0 | $0 |
| Robert Douglas Green | Chief Digital Officer | 20 Febbraio 2026 M | 9.267 | 0 | 0 | $0 |
| Jennifer M Vasin | Chief Human Resources Officer | 20 Febbraio 2026 M | 8.389 | 0 | 0 | $0 |
| Rachael A Bertrandt | Chief Accounting Officer | 20 Febbraio 2026 M | 5.909 | 0 | 0 | $0 |
| Samuel C Cowley | Gen'l Counsel & Secretary | 20 Febbraio 2026 M | 32.509 | 0 | 0 | $0 |
| Sumana Nallapati | Chief Information Officer | 15 Maggio 2023 M | 617 | 0 | 0 | $0 |
| Jeffery Shumway | Chief Information Officer | 20 Febbraio 2022 M | 11.512 | 0 | 0 | $0 |
| Michael Guggemos | Chief Information Officer | 20 Febbraio 2019 A | 28.148 | 0 | 0 | $0 |
| Dana A. Leighty | VP, PAO | 20 Febbraio 2018 A | 9.713 | 0 | 0 | $0 |
| Steven Robert Andrews | General Counsel and Secretary | 26 Febbraio 2015 S | 14.086 | 0 | 0 | $0 |
| David C Olsen | SVP, Controller and PAO | 20 Febbraio 2012 A | 0 | 0 | 0 | $0 |
| Mary E. Sculley | SVP, Human Resources | 10 Maggio 2011 A | — | 0 | 0 | $0 |
| Stephen Speidel | Sr. Vice President, Operations | 20 Febbraio 2011 A | 29.536 | 0 | 0 | $0 |
| Gary M Glandon | Chief People Officer | 20 Febbraio 2009 A | 17.118 | 0 | 0 | $0 |
| Karen K Mcginnis | Chief Accounting Officer | 20 Febbraio 2009 A | 40.837 | 0 | 0 | $0 |
| Catherine W Eckstein | Chief Marketing Officer | 26 Maggio 2008 F | 18.331 | 0 | 0 | $0 |
| David Rice | Chief Technology Officer | 19 Febbraio 2008 M | 0 | 0 | 0 | $0 |
| Carmela Orlando | VP, GM of Subsidiary | 06 Maggio 2006 M | 2.500 | 0 | 0 | $0 |
| James A Mccoy | SVP of Subsidiary | 14 Febbraio 2005 M | 0 | 0 | 0 | $0 |
| Timothy J Mcgrath | EVP of Subsidiary | 26 Agosto 2004 A | 0 | 0 | 0 | $0 |
| Girish D Rishi | Direttore | 21 Maggio 2026 M | 13.557 | 0 | 0 | $0 |
| Catherine Courage | Direttore | 21 Maggio 2026 M | 12.956 | 0 | 0 | $0 |
| Linda Marie Breard | Direttore | 21 Maggio 2026 M | 13.131 | 0 | 0 | $0 |
| Bruce Armstrong | Direttore | 21 Maggio 2026 M | 15.163 | 0 | 0 | $0 |
| Richard E Allen | Direttore | 21 Maggio 2026 M | 27.620 | 0 | 0 | $0 |
| Timothy A Crown | Direttore | 21 Maggio 2026 M | 93.160 | 0 | 0 | $0 |
| Janet Foutty | Direttore | 13 Maggio 2026 A | 700 | 0 | 0 | $0 |
| Thomas Reichert | Direttore | 13 Maggio 2026 A | 700 | 0 | 0 | $0 |
| Kathleen S Pushor | Direttore | 12 Maggio 2025 M | 8.083 | 0 | 0 | $0 |
| Michael M Fisher | Direttore | 10 Maggio 2018 M | 19.968 | 0 | 0 | $0 |
| Bennett Dorrance | Direttore | 10 Maggio 2018 M | 49.352 | 0 | 0 | $0 |
| Robertson C Jones | Direttore | 15 Maggio 2017 M | 6.605 | 0 | 0 | $0 |
| Larry Gunning | Direttore | 10 Febbraio 2016 M | 11.891 | 0 | 0 | $0 |
| Robert F Woods | Direttore | 19 Maggio 2011 M | 3.333 | 0 | 0 | $0 |
| David J Robino | Direttore | 09 Maggio 2010 M | 6.001 | 0 | 0 | $0 |
| Eric J Crown | Direttore | 31 Agosto 2007 M | 253.345 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 3 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| VA Partners I, LLC, ValueAct Capital Master Fund, L.P., ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 depositi | 01 Dicembre 2025 | 4,70% | Modifica | — | SEC |
| ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 depositi | 17 Febbraio 2023 | — | Deposito iniziale | — | SEC |
| Insight Enterprises, Inc. ×2 depositi | 06 Gennaio 2017 | — | Deposito iniziale | M&A / vendita | 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 75 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 |
|---|---|---|---|---|
| FYT · First Trust Exchange-Traded AlphaDE… | 0,52% | 13.044 NS | 30 Aprile 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,35% | 61.737 NS | 30 Aprile 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,29% | 2.720 NS | 31 Maggio 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,29% | 135.039 NS | 30 Aprile 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,25% | 41.440 NS | 30 Aprile 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,18% | 285 NS | 30 Aprile 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,17% | 30.549 NS | 30 Aprile 2026 | N-PORT |
| SAA · ProShares Trust | 0,15% | 371 NS | 31 Maggio 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 10.750 NS | 30 Aprile 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,11% | 2.017 NS | 30 Aprile 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 8.967 NS | 31 Maggio 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 7.155 NS | 30 Aprile 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,08% | 914 NS | 30 Aprile 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,08% | 26.639 NS | 30 Aprile 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,08% | 2.124 NS | 31 Maggio 2026 | N-PORT |
| ITWO · ProShares Trust | 0,08% | 1.375 NS | 31 Maggio 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,07% | 148.835 NS | 31 Maggio 2026 | N-PORT |
| RSSL · Global X Funds | 0,06% | 12.647 NS | 30 Aprile 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,05% | 3.329 NS | 31 Maggio 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,05% | 758 NS | 31 Maggio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 92.837 NS | 30 Aprile 2026 | N-PORT |
| UWM · ProShares Trust | 0,05% | 1.076 NS | 31 Maggio 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,04% | 10.858 NS | 31 Maggio 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,04% | 89.809 NS | 30 Aprile 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 1.086 NS | 31 Maggio 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 782 NS | 31 Maggio 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 59.229 NS | 30 Aprile 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 31.704 NS | 30 Aprile 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0,02% | 50.467 NS | 31 Maggio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 5.698 NS | 30 Aprile 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,02% | 2.407 NS | 31 Maggio 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 1.160 NS | 31 Maggio 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 27 NS | 31 Maggio 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 568 NS | 31 Maggio 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 25.242 NS | 30 Aprile 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 665 NS | 30 Aprile 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 10.931 NS | 31 Maggio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 43.538 NS | 30 Aprile 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1.446 NS | 30 Aprile 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 18.235 NS | 31 Maggio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4.069 NS | 30 Aprile 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5.691 NS | 30 Aprile 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VBR · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 Luglio 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 Luglio 2026 | Giornaliero |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 Luglio 2026 | Giornaliero |