OESX Orion Energy Systems, Inc. - Common Stock

NASDAQ · Electrical Equipment · Visualizza su SEC EDGAR ↗
$19,25
Prezzo · Ago 18, 2026
Fondamentali al Ago 5, 2026

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

Prezzo
$19.25
Capitalizzazione di Mercato
$78M
P/E (TTM)
-21.6
EPS (TTM)
$-0.89
Ricavi (TTM)
$86M
Rendimento div.
ROE
-22.6%
D/E Debito/Patrimonio
0.4
Intervallo 52 sett.
$6 – $21

OESX 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 $86M
10-point trend, +22.9%
2017-03-31 2026-03-31
EPS $-0.89
10-point trend, -102.3%
2017-03-31 2026-03-31
Flusso di cassa libero $-1M
10-point trend, +54.7%
2017-03-31 2026-03-31
Margini -3.7%
10-point trend, +31.8%
2017-03-31 2026-03-31

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

Metrica
Tendenza 5 anni
OESX
Mediana dei peer
P/E (TTM)
5-point trend, -106.7%
-21.6
0.3
P/S (TTM)
5-point trend, -94.1%
0.9
0.9
P/B
5-point trend, -84.1%
4.7
1.8
EV / EBITDA
5-point trend, +214.1%
568.8
Price / FCF (Prezzo / FCF)
5-point trend, +97.8%
-67.2

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

Metrica
Tendenza 5 anni
OESX
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +19.4%
32.6%
34.4%
Operating Margin (Margine Operativo)
5-point trend, -128.1%
-1.9%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -174.7%
-3.7%
-31.7%
ROA
5-point trend, -189.7%
-6.1%
-34.1%
ROE
5-point trend, -343.1%
-22.6%
-38.0%
ROIC
5-point trend, -177.9%
-7.4%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
OESX
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, +71740.0%
0.4
6.4
Current Ratio (Rapporto corrente)
5-point trend, -49.4%
1.4
1.3
Quick Ratio
5-point trend, -48.8%
0.7

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

Metrica
Tendenza 5 anni
OESX
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, -30.6%
8.3%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, -30.6%
3.7%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, -30.6%
-5.9%

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

Metrica
Tendenza 5 anni
OESX
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -568.4%
$-0.89

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

Metrica
Tendenza 5 anni
OESX
Mediana dei peer

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

COMPRA 9 analisti
  • Acquisto forte 3 33,3%
  • Compra 5 55,6%
  • Mantieni 1 11,1%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

2 analisti · 2026-08-14
Target mediano $27.00 +40,3%
Target medio $27.00 +40,3%

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

Tasso di Superamento
62.5%
Sorpresa media
0.11%
Periodo EPS Actual EPS Stimato Sorpresa
31 Marzo 2027 $0.47 $0.15 0.32%
31 Dicembre 2026 $-0.39 $0.16
30 Giugno 2026 $0.47 $0.15 0.32%
31 Marzo 2026 $-0.39 $0.16 -0.55%
31 Dicembre 2025 $0.04 $-0.13 0.17%
30 Settembre 2025 $-0.17 $-0.65 0.48%
30 Giugno 2025 $-0.20 $-0.58 0.38%
31 Marzo 2025 $-0.90 $-0.54 -0.36%

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
OESX $35M -9.8 8.3% -3.7% -22.6% 32.6%
TYGO $97M -46.0 91.7% -1.8% -12.8% 42.8%
BLNK -0.9 -16.5%
WATT $9M -0.6 633.1% -170.4% -90.2% 36.0%
STI $53M -0.7 -307146.1% 385.4% 50.2%
STEM $128M -1.6 8.1% 88.2% -42.5% 38.4%
SPWR

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

Conto Economico 18
Dati annuali Conto Economico per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue 12-point trend, +19.5% $86M $80M $91M $77M $124M $117M $151M $66M $60M $70M $68M $72M
Cost of Revenue 12-point trend, -20.6% $58M $59M $70M $60M $90M $87M $114M $51M $46M $53M $52M $73M
Gross Profit 12-point trend, +2570.8% $28M $20M $21M $18M $34M $30M $37M $15M $15M $17M $16M $-1M
R&D Expense 12-point trend, -63.0% $945.0K $1M $1M $2M $2M $2M $2M $1M $2M $2M $2M $3M
SG&A Expense 12-point trend, +25.4% $19M $18M $17M $19M $12M $11M $11M $10M $13M $15M $17M $15M
Operating Expenses 12-point trend, -3.5% $30M $31M $32M $33M $26M $23M $24M $21M $28M $30M $36M $31M
Operating Income 12-point trend, +94.9% $-2M $-11M $-11M $-16M $8M $7M $13M $-6M $-13M $-13M $-20M $-32M
Interest Expense 5-point trend, +31.1% · · · · · · · $493.0K $333.0K $163.0K $297.0K $376.0K
Interest Income 12-point trend, -99.0% $3.0K $7.0K $2.0K $34.0K $0 $0 $5.0K $11.0K $15.0K $36.0K $128.0K $300.0K
Other Non-op 12-point trend, -1822.4% $-1M $-1M $-806.0K $-378.0K $-141.0K $-318.0K $-489.0K $-503.0K $-162.0K $-22.0K $-169.0K $-76.0K
Pretax Income 12-point trend, +90.3% $-3M $-12M $-12M $-16M $8M $7M $13M $-7M $-13M $-13M $-20M $-32M
Income Tax 12-point trend, +22.4% $60.0K $42.0K $41.0K $18M $2M $-20M $159.0K $14.0K $-15.0K $-261.0K $36.0K $49.0K
Net Income 12-point trend, +90.1% $-3M $-12M $-12M $-34M $6M $26M $12M $-7M $-13M $-12M $-20M $-32M
EPS (Basic) 12-point trend, +37.8% $-0.89 $-3.59 $-3.59 $-1.08 $0.20 $0.85 $0.41 $-0.23 $-0.46 $-0.44 $-0.73 $-1.43
EPS (Diluted) 12-point trend, +37.8% $-0.89 $-3.59 $-3.59 $-1.08 $0.19 $0.83 $0.40 $-0.23 $-0.46 $-0.44 $-0.73 $-1.43
Shares (Basic) 12-point trend, -84.1% 3,560,671 3,282,947 3,248,624 31,703,712 31,018,356 30,634,553 30,104,552 29,429,540 28,783,830 28,156,382 27,627,693 22,353,419
Shares (Diluted) 12-point trend, -84.1% 3,560,671 3,282,947 3,248,624 31,703,712 31,294,573 31,303,727 30,964,777 29,429,540 28,783,830 28,156,382 27,627,693 22,353,419
EBITDA 12-point trend, +100.5% $142.0K $-11M $-11M $-14M $10M $8M $15M $-4M $-11M $-10M $-16M $-28M
Stato Patrimoniale 28
Dati annuali Stato Patrimoniale per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
Cash & Equivalents 12-point trend, -83.7% $3M $6M $5M $16M $14M $19M $29M $9M $9M $17M $16M $20M
Short-term Investments · · · · · · · · · · · $0
Receivables 12-point trend, -10.5% $16M $13M $14M $14M $12M $14M $10M $15M $9M $9M $11M $18M
Inventory 12-point trend, -27.9% $10M $11M $18M $18M $20M $20M $15M $13M $8M $14M $17M $14M
Prepaid Expense 12-point trend, -43.3% $1M $2M $3M $1M $3M $1M $723.0K $695.0K $2M $3M $5M $2M
Current Assets 12-point trend, -31.5% $38M $35M $45M $50M $51M $57M $55M $41M $29M $44M $49M $55M
PP&E (Net) 12-point trend, -71.2% $6M $8M $10M $10M $11M $11M $12M $12M $13M $14M $17M $21M
PP&E (Gross) 12-point trend, -40.0% $25M $35M $36M $35M $35M $35M $35M $34M $34M $34M $36M $41M
Accum. Depreciation 12-point trend, -6.8% $19M $27M $26M $25M $24M $24M $23M $22M $21M $20M $19M $20M
Goodwill 9-point trend, -66.3% $1M $1M $1M $1M $350.0K · · · $0 $0 $0 $4M
Intangibles 12-point trend, -58.2% $3M $3M $4M $6M $2M $2M $2M $2M $3M $4M $5M $6M
Other Non-current Assets 12-point trend, +902.5% $4M $4M $3M $3M $4M $3M $3M $165.0K $110.0K $175.0K $185.0K $367.0K
Total Assets 12-point trend, -41.2% $52M $52M $63M $72M $87M $93M $73M $56M $45M $62M $71M $88M
Accounts Payable 12-point trend, +40.4% $15M $13M $18M $13M $10M $17M $20M $20M $12M $12M $12M $11M
Accrued Liabilities 12-point trend, +106.4% $11M $13M $9M $11M $8M $13M $7M $7M $4M $6M $7M $5M
Current Liabilities 12-point trend, +45.7% $27M $27M $28M $24M $18M $30M $27M $27M $16M $18M $19M $18M
Capital Leases 7-point trend, -25.3% $2M $3M $1M $2M $2M $2M $3M · · · · ·
Other Non-current Liabilities 12-point trend, +411.7% $3M $3M $2M $3M $3M $4M $4M $642.0K $524.0K $442.0K $558.0K $522.0K
Total Liabilities 12-point trend, +50.2% $35M $41M $41M $38M $22M $35M $42M $38M $22M $27M $25M $23M
Long-term Debt 12-point trend, +18.2% $6M $10M $10M $10M $35.0K $49.0K $10M $9M $4M $7M $5M $5M
Total Debt 12-point trend, +18.2% $6M $10M $10M $10M $35.0K $49.0K $10M $9M $4M $7M $5M $5M
Common Stock Flat — no change across 12 periods $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Paid-in Capital 5-point trend, +3.5% · · · · · · · $156M $155M $154M $152M $151M
Retained Earnings 12-point trend, -136.3% $-118M $-115M $-103M $-91M $-57M $-63M $-89M $-102M $-95M $-82M $-70M $-50M
Treasury Stock 12-point trend, -3.0% $35M $36M $36M $36M $36M $36M $36M $36M $36M $36M $36M $36M
Stockholders' Equity 12-point trend, -74.2% $17M $12M $23M $33M $65M $58M $31M $18M $23M $35M $46M $65M
Liabilities + Equity 12-point trend, -41.2% $52M $52M $63M $72M $87M $93M $73M $56M $45M $62M $71M $88M
Shares Outstanding 8-point trend, -86.3% 4,056,528 3,298,389 32,567,746 32,295,408 31,097,872 30,805,300 30,265,997 29,600,158 · · · ·
Flusso di cassa 19
Dati annuali Flusso di cassa per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
D&A 12-point trend, -57.4% $2M $3M $3M $2M $2M $1M $2M $2M $2M $2M $4M $4M
Stock-based Comp 12-point trend, -67.8% $483.0K $1M $950.0K $2M $813.0K $753.0K $618.0K $825.0K $1M $2M $1M $1M
Deferred Tax 12-point trend, +5000.00 $5.0K $7.0K $-5.0K $18M $2M $-20M $75.0K $19.0K $-19.0K $0 $0 $0
Amort. of Intangibles 12-point trend, -44.8% $733.0K $1M $1M $653.0K $227.0K $290.0K $359.0K $444.0K $607.0K $881.0K $1M $1M
Restructuring 9-point trend, -100.0% $0 $1M $123.0K $0 $0 $400.0K $391.0K $43.0K $2M · · ·
Other Non-cash 10-point trend, -101.4% $-188.0K · · $10M $-11M $-7M $6M $-1M $6M $6M $11M $14M
Operating Cash Flow 12-point trend, +91.6% $-1M $599.0K $-10M $-2M $-113.0K $2M $20M $-5M $-4M $-2M $-3M $-13M
CapEx 12-point trend, -95.9% $83.0K $99.0K $837.0K $586.0K $518.0K $902.0K $814.0K $381.0K $512.0K $660.0K $401.0K $2M
Investing Cash Flow 12-point trend, +88.2% $-86.0K $128.0K $-731.0K $-6M $-5M $-946.0K $-936.0K $-449.0K $-585.0K $2M $-372.0K $-730.0K
Debt Issued 4-point trend, +0.00 $0 $4M $0 $0 · · · · · · · ·
Net Debt Issued 7-point trend, +100.0% $0 $4M · · · · · $-80.0K $-158.0K $-880.0K $-2M $-4M
Stock Issued 10-point trend, -94.3% $1M $0 $0 $800.0K $0 $0 · · $0 $0 $-2.0K $17M
Stock Repurchased · · · · · · · · · · · $0
Net Stock Activity 8-point trend, -94.3% $1M $0 $0 $800.0K · · · · $0 $0 $-2.0K $17M
Financing Cash Flow 12-point trend, -109.7% $-2M $90.0K $-14.0K $10M $104.0K $-10M $615.0K $5M $-3M $2M $-615.0K $16M
Net Change in Cash 12-point trend, -211.2% $-3M $817.0K $-11M $2M $-5M $-9M $20M $-695.0K $-8M $2M $-4M $2M
Taxes Paid 12-point trend, -185.7% $-36.0K $-26.0K $-59.0K $-87.0K $-203.0K $-175.0K $-28.0K $12.0K $17.0K $153.0K $18.0K $42.0K
Free Cash Flow 12-point trend, +92.2% $-1M $500.0K $-11M $-3M $-631.0K $827.0K $20M $-5M $-5M $-3M $-4M $-15M
Levered FCF 5-point trend, +61.0% · · · · · · · $-6M $-5M $-3M $-4M $-15M
Redditività 8
Dati annuali Redditività per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
Gross Margin 12-point trend, +2173.2% 32.6% 25.4% 23.1% 22.6% 27.3% 25.8% 24.6% 22.1% 24.3% 24.7% 23.6% -1.6%
Operating Margin 12-point trend, +95.7% -1.9% -13.3% -11.9% -20.7% 6.8% 5.9% 8.7% -9.4% -21.5% -17.8% -29.4% -44.2%
Net Margin 12-point trend, +91.8% -3.7% -14.8% -12.9% -44.4% 4.9% 22.4% 8.3% -10.2% -21.8% -17.5% -29.8% -44.4%
Pretax Margin 12-point trend, +91.9% -3.6% -14.8% -12.8% -21.1% 6.6% 5.6% 8.4% -10.1% -21.8% -17.9% -29.7% -44.3%
EBITDA Margin 12-point trend, +100.4% 0.16% -13.3% -11.9% -17.9% 8.1% 7.1% 9.7% -6.7% -18.2% -14.5% -23.3% -38.4%
ROA 12-point trend, +82.3% -6.1% -20.4% -17.3% -43.4% 6.8% 31.6% 19.4% -13.2% -24.4% -18.5% -25.4% -34.3%
ROE 12-point trend, +50.2% -22.6% -89.5% -54.0% -96.2% 9.3% 55.7% 39.9% -36.4% -44.6% -30.2% -36.4% -45.3%
ROIC 12-point trend, +83.9% -7.4% -47.9% -33.4% -77.5% 9.5% 47.2% 31.5% -22.6% -47.1% -28.9% -39.3% -46.0%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
Current Ratio 12-point trend, -53.0% 1.4 1.3 1.6 2.1 2.8 1.9 2.0 1.5 1.8 2.4 2.5 3.0
Quick Ratio 12-point trend, -64.8% 0.7 0.7 0.7 1.2 1.4 1.1 1.4 0.9 1.1 1.4 1.4 2.1
Debt / Equity 12-point trend, +358.7% 0.4 0.9 0.4 0.3 0.0 0.0 0.3 0.5 0.2 0.2 0.1 0.1
LT Debt / Equity 12-point trend, +577.2% 0.3 0.8 0.4 0.3 0.0 0.0 0.3 0.5 0.2 0.2 0.1 0.0
Interest Coverage 5-point trend, +85.3% · · · · · · · -12.5 -30.5 -45.9 -67.1 -84.9
Efficienza 3
Dati annuali Efficienza per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
Asset Turnover 12-point trend, +114.5% 1.7 1.4 1.3 1.0 1.4 1.4 2.3 1.3 1.1 1.1 0.9 0.8
Inventory Turnover 12-point trend, -4.6% 5.4 4.0 3.8 3.1 4.6 5.1 8.1 4.8 4.3 3.5 3.3 5.6
Receivables Turnover 12-point trend, +36.6% 5.9 5.9 6.5 6.0 9.8 9.7 12.0 5.5 6.7 7.0 4.6 4.3
Per Azione 5
Dati annuali Per Azione per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
Book Value / Share 7-point trend, +299.8% $4.10 $0.36 $0.69 $1.03 $2.09 $1.89 $1.03 · · · · ·
Revenue / Share 12-point trend, +650.3% $24.24 $2.43 $2.79 $2.44 $3.97 $3.73 $4.87 $2.23 $2.09 $2.49 $2.45 $3.23
Cash Flow / Share 12-point trend, +47.1% $-0.30 $0.02 $-0.31 $-0.07 $-0.00 $0.06 $0.66 $-0.17 $-0.15 $-0.07 $-0.13 $-0.57
Cash / Share 7-point trend, -15.3% $0.80 $0.18 $0.16 $0.50 $0.47 $0.63 $0.95 · · · · ·
EPS (TTM) 12-point trend, +37.8% $-0.89 $-0.36 $-0.36 $-1.08 $0.19 $0.83 $0.40 $-0.23 $-0.46 $-0.44 $-0.73 $-1.43
Tassi di Crescita 5
Dati annuali Tassi di Crescita per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue YoY 5-point trend, +27.9% 8.3% -12.0% 17.1% -37.8% 6.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +145.5% 3.7% -13.8% -8.1% · · · · · · · · ·
Revenue CAGR 5Y -5.9% · · · · · · · · · · ·
EPS YoY · · · · -77.1% · · · · · · ·
Net Income YoY · · · · -76.7% · · · · · · ·
Valutazione (TTM) 14
Dati annuali Valutazione (TTM) per OESX
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue TTM 12-point trend, +19.5% $86M $80M $91M $77M $124M $117M $151M $66M $60M $70M $68M $72M
Net Income TTM 12-point trend, +90.1% $-3M $-12M $-12M $-34M $6M $26M $12M $-7M $-13M $-12M $-20M $-32M
Market Cap 7-point trend, -96.8% $35M $237M $283M $656M $871M $2.14B $1.12B · · · · ·
Enterprise Value 7-point trend, -96.5% $38M $242M $288M $650M $856M $2.12B $1.10B · · · · ·
P/E 12-point trend, +55.3% -9.8 -20.0 -24.2 -18.8 147.4 83.9 92.5 -38.7 -18.5 -45.0 -19.0 -22.0
P/S 7-point trend, -94.5% 0.4 3.0 3.1 8.5 7.0 18.4 7.4 · · · · ·
P/B 7-point trend, -94.1% 2.1 20.0 12.6 19.7 13.4 36.9 36.1 · · · · ·
P / Tangible Book 6-point trend, -92.6% 2.8 33.8 17.1 25.4 14.0 38.2 · · · · · ·
P / Cash Flow 7-point trend, -159.7% -32.9 396.5 -28.1 -286.2 -7705.7 1240.1 55.0 · · · · ·
P / FCF 7-point trend, -153.2% -30.5 475.0 -25.9 -227.9 -1379.9 2592.6 57.3 · · · · ·
EV / EBITDA 7-point trend, +258.1% 268.7 -22.8 -26.6 -46.8 85.6 255.5 75.1 · · · · ·
EV / FCF 7-point trend, -158.2% -32.8 483.7 -26.4 -225.8 -1357.1 2569.2 56.4 · · · · ·
EV / Revenue 7-point trend, -93.9% 0.4 3.0 3.2 8.4 6.9 18.2 7.3 · · · · ·
Earnings Yield 12-point trend, -123.7% -10.2% -5.0% -4.1% -5.3% 0.68% 1.2% 1.1% -2.6% -5.4% -2.2% -5.2% -4.5%

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

Conto Economico
2026-03-312025-03-312024-03-312023-03-312022-03-31
Ricavi $86M$80M$91M$77M$124M
Margine Lordo % 32.6%25.4%23.1%22.6%27.3%
Margine Operativo % -1.9%-13.3%-11.9%-20.7%6.8%
Utile netto $-3M$-12M$-12M$-34M$6M
EPS Diluito $-0.89$-3.59$-3.59$-1.08$0.19
Stato Patrimoniale
2026-03-312025-03-312024-03-312023-03-312022-03-31
Debito / Patrimonio Netto 0.40.90.40.30.0
Rapporto corrente 1.41.31.62.12.8
Quick Ratio 0.70.70.71.21.4
Flusso di cassa
2026-03-312025-03-312024-03-312023-03-312022-03-31
Flusso di cassa libero $-1M$500.0K$-11M$-3M$-631.0K

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Proprietari istituzionali (13F) 35 filer · $18.3M totale · Aggiornato al 30 Giugno 2026

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

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
9 (-1 vs trimestre precedente) 8 (+6 vs trimestre precedente) 11 (0 vs trimestre precedente) 4 (+1 vs trimestre precedente) -105K

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
North Star Investment Management Corp. $6.160.069 526.952 33,62% Azioni
GRACE & WHITE INC /NY $3.081.636 263.613 16,82% Azioni
RENAISSANCE TECHNOLOGIES LLC $2.123.711 181.669 11,59% Azioni
VANGUARD GROUP INC $1.721.391 111.924 9,40% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $1.490.288 127.484 8,13% Azioni
US BANCORP \DE\ $820.112 70.155 4,48% Azioni
SEI INVESTMENTS CO $647.690 55.406 3,54% Azioni
MARSHALL WACE, LLP $366.458 31.348 2,00% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $364.027 31.140 1,99% Azioni
GEODE CAPITAL MANAGEMENT, LLC $360.288 30.811 1,97% Azioni
VANGUARD FIDUCIARY TRUST CO $266.485 22.796 1,45% Azioni
ESSEX INVESTMENT MANAGEMENT CO LLC $240.908 20.608 1,31% Azioni
JANE STREET GROUP, LLC $240.662 20.587 1,31% Azioni
Quadrature Capital Ltd $236.360 20.219 1,29% Azioni
Farther Finance Advisors, LLC $113.393 9.700 0,62% Azioni
IAG Wealth Partners, LLC $19.873 1.700 0,11% Azioni
Firsthand Capital Management, Inc. $16.366 1.400 0,09% Azioni
BlackRock, Inc. $9.083 777 0,05% Azioni
Vanguard Global Advisers, LLC $8.440 722 0,05% Azioni
JPMORGAN CHASE & CO $7.000 591 0,04% Azioni
ROYAL BANK OF CANADA $7.000 634 0,04% Azioni
JONES FINANCIAL COMPANIES LLLP $4.279 378 0,02% Azioni
Tieton Capital Management, LLC $3.326 284.526 0,02% Azioni
MORGAN STANLEY $3.238 277 0,02% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3.007 344 0,02% Azioni
WELLS FARGO & COMPANY/MN $2.338 200 0,01% Azioni
OSAIC HOLDINGS, INC. $1.390 119 0,01% Azioni
HARBOUR INVESTMENTS, INC. $701 60 0,00% Azioni
UBS Group AG $479 41 0,00% Azioni
SBI Securities Co., Ltd. $362 31 0,00% Azioni
Parallel Advisors, LLC $222 19 0,00% Azioni
MERCER GLOBAL ADVISORS INC /ADV $175 15 0,00% Azioni
NATIONAL BANK OF CANADA /FI/ $174 15 0,00% Azioni
Axiom Investment Management LLC $140 12 0,00% Azioni
BARCLAYS PLC $12 1 0,00% Azioni

Insider aziendali 38 insider · 15 dirigenti · 18 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Michael H Jenkins Chief Executive Officer 25 Febbraio 2025 P 1.246.254 0 0 $0
Neal R Verfuerth Chief Executive Officer 09 Luglio 2012 J 1.348.687 0 0 $0
William T Hull Chief Financial Officer 11 Giugno 2018 P 900.000 0 0 $0
Scott R Jensen Chief Financial Officer 26 Maggio 2015 A 165.574 0 0 $0
Michael W Harris Chief Financial Officer 23 Maggio 2011 A 0 0 $0
Michael J Potts President and COO 07 Giugno 2016 A 740.627 0 0 $0
Daniel J Waibel President-Asset Management 23 Maggio 2011 A 674.400 0 0 $0
Erik G Birkerts Chief Operating Officer 19 Maggio 2009 A 1.400 0 0 $0
Marc Meade Executive Vice President 07 Giugno 2018 A 386.015 0 0 $0
Paul J. Kardish VP, Gen. Counsel & Secretary 18 Giugno 2012 A 6.250 0 0 $0
Richard Gaumer Executive Vice President 02 Giugno 2011 P 800 0 0 $0
Stuart L Ralsky Senior VP - Human Resources 23 Maggio 2011 A 3.800 0 0 $0
Eric Von Estorff VP, Gen Counsel and Secretary 18 Marzo 2010 M 160.000 0 0 $0
Patricia A Verfuerth VP of Operations 05 Marzo 2010 S 1.877.861 0 0 $0
Richard J Olsen VP of Technical Services 24 Dicembre 2007 S 910.273 0 0 $0
Michael W Altschaefl Direttore 10 Novembre 2022 A 1.121.108 0 0 $0
Kenneth M Young Direttore 19 Giugno 2018 P 54.550 0 0 $0
Mark C Williamson Direttore 08 Giugno 2018 P 113.805 0 0 $0
John H Scribante Direttore 08 Agosto 2017 S 0 0 0 $0
Elizabeth G Rich Direttore 13 Giugno 2017 A 65.724 0 0 $0
Kenneth L Goodson JR Direttore 13 Giugno 2017 A 92.701 0 0 $0
James R Kackley Direttore 06 Settembre 2016 G 40.000 0 0 $0
Tryg C Jacobson Direttore 05 Agosto 2016 P 106.581 0 0 $0
Thomas N Schueller Direttore 05 Agosto 2016 P 63.073 0 0 $0
Thomas A Quadracci Direttore 23 Maggio 2011 A 82.976 0 0 $0
Roland G Stephenson Direttore 10 Agosto 2010 A 10.985 0 0 $0
Russell M Flaum Direttore 19 Maggio 2009 A 0 0 $0
Eckhart G Grohmann Direttore 08 Agosto 2008 A 4.553 0 0 $0
De Callejon Diana Propper Direttore 19 Maggio 2008 A 563.066 0 0 $0
Patrick J Trotter Direttore 24 Dicembre 2007 S 453.311 0 0 $0
Heather L Wishart-Smith 11 Agosto 2026 A 10.351 0 0 $0
Scott A. Green 11 Agosto 2026 A 129.678 0 0 $0
Richard A Shapiro 11 Agosto 2026 A 9.219 0 0 $0
Sally A. Washlow 11 Agosto 2026 A 61.259 3 0 $325.851
Anthony L. Otten 11 Agosto 2026 A 25.973 0 0 $0
Ellen B Richstone 11 Agosto 2026 A 35.897 0 0 $0
Per J Brodin 11 Agosto 2026 A 85.263 1 0 $5.535
James D Leslie 05 Agosto 2016 P 151.480 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
PHILOTIMO FUND, LP, PHILOTIMO FOCUSED GROWTH AND INCOME FUND, KANEN WEALTH MANAGEMENT, LLC, DAVID L. KANEN ×4 depositi 30 Ottobre 2023 Deposito iniziale SEC
Peter H. Kamin Revocable Trust ×4 depositi 14 Giugno 2019 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 6 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
IWC · iShares Trust 0,02% 12.827 SH 08 Agosto 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,00% 1.295 NS 30 Aprile 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 40.033 SH 08 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 84.610 SH 08 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,00% 1.150 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 138 NS 30 Aprile 2026 N-PORT