SAH Sonic Automotive, Inc. Common Stock
$80,10
Prezzo · Ago 18, 2026
Fondamentali al Lug 30, 2026
Intervallo 52 sett.
$54–$114
44% of range
Rating Analisti
HOLD
17 analysts
Prezzo Obiettivo
$99
+24% upside
P/E (TTM)
18.1
ROE
11.3%
Margine di Profitto Netto
0.78%
Informazioni su Sonic Automotive, Inc. Common Stock Panoramica della società da Wikipedia
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
Leggi di più
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
Sonic Automotive operates in 24 states with more than 100 dealerships representing over 25 different brands of automobiles. The dealerships market new and used cars, replacement parts and vehicle maintenance, as well as collision repair services.
History
Sonic Automotive was launched as a public company in November 1997 by O Bruton Smith. At the time, the company had 20 stores, representing 15 brands and several hundred employees. The Smith family holds over 30% of the total shares outstanding but has over 80% of the voting power because of a dual-class structure with Super-voting stock.
Sonic ranked 300th on the 2022 Fortune 500 list. The company also is a member of the Russell 2000 Index.
EchoPark Automotive
Sonic Automotive owns EchoPark Automotive, a used car dealership chain also based in Charlotte. EchoPark allows customers to look up competitors' prices on mobile devices located throughout the stores.
The first EchoPark location opened in the Thornton area of Denver, Colorado in 2014. A location in Centennial was later opened along with a store in Colorado Springs. In September 2017, EchoPark purchased driversselect, a Dallas area dealership, which is now part of the EchoPark brand. EchoPark Automotive operates in 21 states across the United States with over 40 locations as of September 2021.
EchoPark facilities are constructed with sustainable building technologies and some locations are LEED certified.
Sales and acquisitions
In 2001, Sonic made its entrance into the Oklahoma City market with the purchase of Boyd Chevrolet and Steve Bailey Honda.
In 2002, Sonic acquired the sixteen-location Michigan-based Don Massey Dealerships. This brought the company to 134 total locations, making it the second-largest automotive retailer at the time. The acquisition also brought Sonic to 23 total Cadillac dealerships, representing between 5-7% of the brand's total revenue.
In July 2003, Sonic agreed to purchase eighteen dealerships, including the Momentum Automotive Group in Houston, Texas. Sonic's presence in the Houston area had traditionally been with domestic brands, but the acquisition of Momentum added BMW, Jaguar, and Audi brands to the companies portfolio. This sale also represented the first direct acquisition of a Saturn franchise by a retail automotive group, with the purchase of two Bay Area Saturn stores.
Sonic purchased two dealerships from PPE Houston in January 2007. The acquisition of the Land Rover and Jaguar stores brought Sonic to 173 franchises and 37 collision repair centers.
Sonic halted its acquisition strategy during the Great Recession but returned to acquiring new locations in order to drive growth in 2013.
In November 2014, Sonic traded one of its Don Massey Cadillac locations in Lone Tree, CO, to the Denver-based John Elway Automotive Group in exchange for the John Elway Chevrolet location and the associated real estate. The trade came about as a way for the brand to acquire a strong-performing Chevrolet franchise, as well as a plot of land beside the dealership on which the new Murray Imports BMW location could be built.
Sonic purchased the four AutoMatch USA used car locations in Florida and Georgia in 2016. These locations were re-branded under Sonic's EchoPark brand.
In October 2017, Sonic sold its Capitol Chevrolet & Hyundai franchise in Columbia, SC to the Stivers Automotive Group.
In May 2018, Sonic sold its Lone Star Ford franchise in Houston, TX to the Doggett Auto Group. The store was renamed Doggett Ford and moved into a new facility alongside Doggett's John Deere equipment dealership.
Sonic sold two dealerships to Graham Holdings in February 2019. The Lexus of Rockville store was renamed Ourisman Lexus of Rockville, as Graham has partnered with Chris Ourisman, president of the Ourisman Auto Group, to manage the locations. The Honda location in Vienna, Virginia, has been renamed Ourisman Honda of Tysons Corner.
In December 2021, Sonic acquired RFJ Auto Partners, a top 15 dealership group with approximately $3.2 billion in total annual revenues, adding 33 locations in six states to the Sonic Automotive portfolio.
Sonic acquired two franchises throughout 2022, the first being Sun Chevrolet in Chittenango, New York coming in January, and the second, Audi Owings Mills coming aboard in August.
In February 2023, Sonic Automotive acquired the Black Hills Harley-Davidson franchise in Rapid City, South Dakota, home of the Sturgis Motorcycle Rally. The Audi of New Orleans dealership was added to the Sonic portfolio in December of 2024.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
SAH Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$80.09
Capitalizzazione di Mercato
—
P/E (TTM)
18.1
EPS (TTM)
$3.42
Ricavi (TTM)
$15.15B
Rendimento div.
—
ROE
11.3%
D/E Debito/Patrimonio
1.5
Intervallo 52 sett.
$54 – $114
SAH 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
$15.15B
2017-12-31
→
2025-12-31
EPS
$3.42
2017-12-31
→
2025-12-31
Flusso di cassa libero
$717M
2017-12-31
→
2025-12-31
Margini
0.78%
2017-12-31
→
2025-12-31
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
SAH
Mediana dei peer
P/E (TTM)
18.1
25.6
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
SAH
Mediana dei peer
Gross Margin (Margine lordo)
15.7%
19.7%
Operating Margin (Margine Operativo)
2.4%
—
Net Profit Margin (Margine di Profitto Netto)
0.78%
-1.3%
ROA
2.0%
-1.4%
ROE
11.3%
-17.2%
ROIC
18.0%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
SAH
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
1.5
291.9
Current Ratio (Rapporto corrente)
1.1
1.1
Quick Ratio
0.2
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
SAH
Mediana dei peer
Revenue YoY (Ricavi YoY)
6.5%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
2.7%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
9.2%
—
EPS YoY
-44.7%
—
Net Income YoY (Utile Netto YoY)
-45.1%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
SAH
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
-41.1%
—
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield
—
Rapporto di Distribuzione Utili
-41.1%
CAGR Dividendi 5Y
—
| Data ex-dividendo | Importo |
|---|---|
| 15 Giugno 2026 | $0,4100 |
| 13 Marzo 2026 | $0,3800 |
| 15 Dicembre 2025 | $0,3800 |
| 15 Settembre 2025 | $0,3800 |
| 13 Giugno 2025 | $0,3500 |
| 14 Marzo 2025 | $0,3500 |
| 13 Dicembre 2024 | $0,3500 |
| 13 Settembre 2024 | $0,3000 |
| 14 Giugno 2024 | $0,3000 |
| 14 Marzo 2024 | $0,3000 |
| 14 Dicembre 2023 | $0,3000 |
| 14 Settembre 2023 | $0,2900 |
| 14 Giugno 2023 | $0,2900 |
| 14 Marzo 2023 | $0,2800 |
| 14 Dicembre 2022 | $0,2800 |
| 14 Settembre 2022 | $0,2500 |
| 14 Giugno 2022 | $0,2500 |
| 14 Marzo 2022 | $0,2500 |
| 14 Dicembre 2021 | $0,1200 |
| 14 Settembre 2021 | $0,1200 |
SAH Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
17 analisti
- Acquisto forte 4 23,5%
- Compra 5 29,4%
- Mantieni 7 41,2%
- Vendi 1 5,9%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
11 analisti · 2026-08-15
Mediana
$98.00
Ora
$80.09
Basso
$72.00
Alto
$139.00
Target mediano
$98.00
+22,4%
Target medio
$99.00
+23,6%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Tasso di Superamento
75.0%
Sorpresa media
0.08%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $1.82 | $1.76 | 0.06% |
| 31 Marzo 2026 | $1.61 | $1.41 | 0.21% |
| 31 Dicembre 2025 | $1.52 | $1.51 | 0.01% |
| 30 Settembre 2025 | $1.41 | $1.74 | -0.33% |
| 30 Giugno 2025 | $2.19 | $1.64 | 0.55% |
| 31 Marzo 2025 | $1.48 | $1.46 | 0.02% |
| 30 Giugno 2000 | $0.58 | $0.48 | 0.10% |
| 31 Marzo 2000 | $0.39 | $0.33 | 0.06% |
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 |
|---|---|---|---|---|---|---|
| SAH | — | 18.1 | 6.5% | 0.78% | 11.3% | 15.7% |
| AN | $7.27B | 12.1 | 3.2% | 2.4% | 27.0% | 17.9% |
| VVV | $4.56B | 21.9 | 5.6% | 12.3% | 71.8% | 38.5% |
| ABG | — | 9.3 | 4.7% | 2.7% | 12.8% | 17.1% |
| AAP | $2.33B | 53.3 | -5.4% | 0.51% | 2.0% | 43.4% |
| GPI | $9.81B | 15.6 | 13.2% | 1.4% | 11.0% | 16.1% |
| APC | — | — | — | — | — | — |
| CWH | — | 1.7 | 4.4% | -1.4% | -32.4% | — |
| ARKO | $503M | 30.3 | -12.5% | 0.30% | 8.4% | — |
| EVGO | — | — | — | — | — | — |
| MNRO | $621M | 515.7 | -3.2% | 0.19% | 0.36% | 35.0% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.15B | $14.22B | $14.37B | $14.00B | $12.40B | $9.77B | $10.45B | $9.95B | $9.87B | $9.73B | $9.62B | $9.20B | |
| Cost of Revenue | $12.77B | $12.03B | $12.13B | $11.68B | $10.48B | $8.34B | $8.93B | $8.51B | $8.41B | $8.30B | $8.21B | $7.83B | |
| Gross Profit | $2.38B | $2.19B | $2.25B | $2.32B | $1.91B | $1.42B | $1.52B | $1.45B | $1.46B | $1.43B | $1.41B | $1.37B | |
| SG&A Expense | $1.68B | $1.58B | $1.60B | $1.56B | $1.27B | $1.03B | $1.10B | $1.15B | $1.15B | $1.11B | $1.11B | $1.07B | |
| Operating Income | $368M | $462M | $424M | $314M | $538M | $34M | $308M | $178M | $212M | $233M | $217M | $234M | |
| Interest Expense | · | · | · | · | · | · | · | $500.0K | $600.0K | $1M | $1M | $2M | |
| Other Non-op | $100.0K | $-500.0K | $100.0K | $200.0K | $-16M | $100.0K | $-7M | $106.0K | $-15M | $125.0K | $99.0K | $97.0K | |
| Pretax Income | $173M | $256M | $242M | $190M | $458M | $-35M | $200M | $75M | $108M | $155M | $145M | $162M | |
| Income Tax | $-54M | $40M | $64M | $102M | $109M | $16M | $55M | $23M | $14M | $61M | $57M | $63M | |
| Net Income | $119M | $216M | $178M | $88M | $349M | $-51M | $144M | $52M | $93M | $93M | $86M | $97M | |
| EPS (Basic) | $3.49 | $6.34 | $5.09 | $2.29 | $8.43 | $-1.21 | $3.35 | $1.21 | $2.11 | $2.04 | $1.71 | $1.86 | |
| EPS (Diluted) | $3.42 | $6.18 | $4.97 | $2.23 | $8.06 | $-1.21 | $3.30 | $1.20 | $2.09 | $2.03 | $1.70 | $1.84 | |
| Shares (Basic) | 34,000,000 | 34,100,000 | 35,000,000 | 38,700,000 | 41,400,000 | 42,500,000 | 43,016,000 | 42,708,000 | 43,997,000 | 45,637,000 | 50,489,000 | 52,065,000 | |
| Shares (Diluted) | 34,700,000 | 35,000,000 | 35,900,000 | 39,700,000 | 43,300,000 | 42,500,000 | 43,710,000 | 42,950,000 | 44,358,000 | 45,948,000 | 50,883,000 | 52,563,000 | |
| EBITDA | $368M | $462M | $424M | $314M | $538M | $34M | $308M | $178M | $212M | $233M | $217M | $234M |
Stato Patrimoniale 24
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $44M | $29M | $229M | $299M | $170M | $29M | $6M | $6M | $3M | $4M | $4M | |
| Receivables | $469M | $496M | $528M | $462M | $401M | $372M | $433M | $438M | $482M | $430M | $379M | $372M | |
| Inventory | $2.01B | $1.96B | $1.58B | $1.22B | $1.26B | $1.25B | $1.52B | $1.53B | $1.51B | $1.57B | $1.60B | $1.31B | |
| Other Current Assets | $344M | $388M | $385M | $298M | $122M | $93M | $38M | $21M | $19M | $27M | $101M | $81M | |
| Current Assets | $2.83B | $2.89B | $2.52B | $2.21B | $2.08B | $1.88B | $2.02B | $1.99B | $2.02B | $2.03B | $2.08B | $1.77B | |
| PP&E (Net) | $1.56B | $1.61B | $1.60B | $1.56B | $1.46B | $1.12B | $1.10B | $1.18B | $1.15B | $1.01B | $887M | $799M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.76B | $1.68B | $1.46B | $1.27B | $1.12B | |
| Accum. Depreciation | $1.09B | $1.00B | $928M | $843M | $746M | $673M | $617M | $576M | $527M | $450M | $380M | $317M | |
| Goodwill | $422M | $358M | $254M | $231M | $416M | $214M | $476M | $510M | $526M | $472M | $471M | $476M | |
| Intangibles | $454M | $430M | $417M | $397M | $480M | $64M | $64M | $70M | $75M | $80M | $81M | $84M | |
| Other Non-current Assets | $92M | $73M | $113M | $98M | $62M | $74M | $44M | $46M | $51M | $45M | $40M | $40M | |
| Total Assets | $5.97B | $5.90B | $5.36B | $4.98B | $4.98B | $3.75B | $4.07B | $3.80B | $3.82B | $3.64B | $3.56B | $3.17B | |
| Accounts Payable | $151M | $172M | $150M | $138M | $133M | $105M | $135M | $114M | $130M | $118M | $131M | $132M | |
| Current Liabilities | $2.60B | $2.64B | $2.29B | $1.85B | $1.89B | $1.83B | $2.07B | $1.95B | $1.95B | $1.94B | $1.91B | $1.65B | |
| Capital Leases | $268M | $220M | $219M | $231M | $265M | $297M | $304M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | $345.0K | $9M | $33M | $52M | $76M | $73M | $58M | |
| Other Non-current Liabilities | $114M | $120M | $90M | $106M | $96M | $89M | $74M | $76M | $62M | $61M | $64M | $69M | |
| Long-term Debt | $1.62B | $1.59B | $1.68B | $1.75B | $1.56B | $720M | $707M | $945M | $1.02B | $883M | $815M | $759M | |
| Total Debt | $1.62B | $1.59B | $1.68B | $1.75B | $1.56B | $720M | $707M | $945M | $1.02B | $883M | $815M | $773M | |
| Retained Earnings | $1.48B | $1.41B | $1.24B | $1.10B | $1.05B | $722M | $790M | $671M | $625M | $541M | $457M | $376M | |
| Treasury Stock | $1.32B | $1.24B | $1.20B | $1.03B | $765M | $672M | $600M | $598M | $574M | $536M | $436M | $402M | |
| AOCI | $-700.0K | $4M | $2M | $2M | $-1M | $-4M | $-2M | $4M | $1M | $-2M | $-6M | $-6M | |
| Stockholders' Equity | $1.07B | $1.06B | $892M | $895M | $1.08B | $815M | $945M | $823M | $787M | $725M | $729M | $667M | |
| Liabilities + Equity | $5.97B | $5.90B | $5.36B | $4.98B | $4.98B | $3.75B | $4.07B | $3.80B | $3.82B | $3.64B | $3.56B | $3.17B |
Flusso di cassa 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $163M | $150M | $142M | $128M | $101M | $91M | $93M | $94M | $89M | $77M | $69M | $58M | |
| Stock-based Comp | $23M | $24M | $23M | $20M | $15M | $12M | $11M | $12M | $11M | $11M | $10M | $8M | |
| Deferred Tax | $-26M | $-29M | $-19M | $-13M | $12M | $-34M | $-21M | $-21M | $-28M | $14M | $16M | $28M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $600.0K | $600.0K | $600.0K | $600.0K | $1M | |
| Operating Cash Flow | $567M | $109M | $-16M | $406M | $306M | $281M | $171M | $144M | $163M | $216M | $70M | $161M | |
| CapEx | $-150M | $-187M | $-204M | $-227M | $-298M | $127M | $126M | $164M | $234M | $206M | $173M | $146M | |
| Investing Cash Flow | $-499M | $-178M | $-219M | $-300M | $-1.30B | $-100M | $137M | $-15M | $-272M | $-221M | $-164M | $-108M | |
| Debt Issued | $149M | $78M | $0 | $327M | $1.17B | $58M | $109M | $21M | $302M | $103M | $69M | $44M | |
| Net Debt Issued | $276M | $243M | $80M | $194M | $1.11B | $13M | $69M | $-24M | $266M | $72M | $50M | $-19M | |
| Stock Repurchased | $-82M | $-34M | $-178M | $-262M | $-93M | $72M | $2M | $24M | $37M | $100M | $34M | $53M | |
| Net Stock Activity | $82M | $34M | $178M | $-262M | $-93M | $-72M | $-2M | $-24M | $-37M | $-100M | $-34M | $-53M | |
| Dividends Paid | $-49M | $-41M | $-40M | $-34M | $-18M | $17M | $16M | $10M | $9M | $9M | $5M | $5M | |
| Financing Cash Flow | $-106M | $84M | $34M | $-177M | $1.12B | $-40M | $-284M | $-129M | $112M | $4M | $94M | $-52M | |
| Net Change in Cash | $-38M | $15M | $-200M | $-70M | $129M | $141M | $23M | $-498.0K | $3M | $-517.0K | $-557.0K | $1M | |
| Taxes Paid | $101M | $36M | $86M | $126M | $99M | $57M | $73M | $35M | $43M | $28M | $38M | $51M | |
| Free Cash Flow | $717M | $296M | $188M | $179M | $8M | $154M | $45M | $-20M | $-71M | $10M | $-104M | $14M | |
| Levered FCF | · | · | · | · | · | · | · | $-20M | $-72M | $10M | $-105M | $13M |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | 15.4% | 15.6% | 16.6% | 15.4% | 14.6% | · | 14.5% | 14.8% | 14.7% | 14.7% | 14.8% | |
| Operating Margin | 2.4% | 3.2% | 2.9% | 2.2% | 4.3% | 0.35% | · | 1.8% | 2.1% | 2.4% | 2.3% | 2.5% | |
| Net Margin | 0.78% | 1.5% | 1.2% | 0.63% | 2.8% | -0.53% | · | 0.52% | 0.94% | 0.96% | 0.90% | 1.1% | |
| Pretax Margin | 1.1% | 1.8% | 1.7% | 1.4% | 3.7% | -0.36% | · | 0.76% | 1.1% | 1.6% | 1.5% | 1.8% | |
| EBITDA Margin | 2.4% | 3.2% | 2.9% | 2.2% | 4.3% | 0.35% | · | 1.8% | 2.1% | 2.4% | 2.3% | 2.5% | |
| ROA | 2.0% | 3.8% | 3.5% | 1.8% | 8.0% | -1.3% | 3.7% | 1.4% | 2.5% | 2.6% | 2.6% | 3.1% | |
| ROE | 11.3% | 20.8% | 20.4% | 8.8% | 33.5% | -6.5% | 15.6% | 6.3% | 12.3% | 12.8% | 12.4% | 15.2% | |
| ROIC | 18.0% | 14.7% | 12.2% | 5.5% | 15.5% | 3.2% | 13.5% | 7.0% | 10.2% | 8.8% | 8.5% | 9.9% |
Liquidità e Solvibilità 5
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | 1.1 | 1.2 | 1.1 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.1 | 1.1 | |
| Quick Ratio | 0.2 | 0.2 | 0.2 | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Debt / Equity | 1.5 | 1.5 | 1.9 | 2.0 | 1.5 | 0.9 | 0.7 | 1.1 | 1.3 | 1.2 | 1.1 | 1.2 | |
| LT Debt / Equity | 1.5 | 1.4 | 1.8 | 1.9 | 1.4 | 0.8 | 0.7 | 1.1 | 1.2 | 1.2 | 1.1 | 1.1 | |
| Interest Coverage | · | · | · | · | · | · | · | 355.3 | 352.6 | 232.9 | 155.2 | 116.8 |
Efficienza 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 2.5 | 2.8 | 2.8 | 2.8 | 2.5 | · | 2.6 | 2.6 | 2.7 | 2.9 | 3.0 | |
| Inventory Turnover | 6.4 | 6.8 | 8.7 | 9.4 | 8.4 | 6.0 | 5.9 | 5.6 | 5.5 | 5.2 | 5.6 | 6.0 | |
| Receivables Turnover | 31.4 | 27.8 | 29.0 | 32.4 | 32.1 | 24.3 | · | 21.5 | 21.6 | 24.1 | 25.6 | 25.3 |
Tassi di Crescita 7
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | -1.0% | 2.6% | 12.9% | 26.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.7% | 4.7% | 13.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -44.7% | 24.3% | 122.9% | -72.3% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 15.3% | -8.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -45.1% | 21.2% | 101.4% | -74.6% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.3% | -14.8% | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 6
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.15B | $14.22B | $14.37B | $14.00B | $12.40B | $9.77B | $10.45B | $9.95B | $9.87B | $9.73B | $9.62B | $9.20B | |
| Net Income TTM | $119M | $216M | $178M | $88M | $349M | $-51M | $144M | $52M | $93M | $93M | $86M | $97M | |
| P/E | 18.1 | 10.3 | 11.3 | 22.1 | 6.1 | -31.9 | 9.4 | 11.5 | 8.8 | 11.3 | 13.4 | 14.7 | |
| Earnings Yield | 5.5% | 9.8% | 8.8% | 4.5% | 16.3% | -3.1% | 10.7% | 8.7% | 11.3% | 8.9% | 7.5% | 6.8% | |
| Payout Ratio | -41.1% | -18.9% | -22.4% | 39.0% | 5.2% | -33.3% | 10.8% | 19.0% | 9.5% | 9.3% | 5.9% | 5.4% | |
| Annual Payout | $-49M | $-41M | $-40M | $-34M | $-18M | $17M | $16M | $10M | $9M | $9M | $5M | $5M |
Conto Economico 14
| Metrica | Tendenza | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.93B | · | $3.69B | $3.87B | $3.97B | $3.66B | $3.65B | $3.90B | $3.49B | $3.45B | $3.38B | $3.58B | $3.64B | $3.65B | $3.49B | $3.59B | |
| Cost of Revenue | $3.32B | · | $3.09B | $3.27B | $3.36B | $3.06B | $3.08B | $3.32B | $2.95B | $2.91B | $2.85B | $3.04B | $3.06B | $3.08B | $2.94B | $3.01B | |
| Gross Profit | $616M | · | $599M | $599M | $616M | $602M | $566M | $574M | $544M | $539M | $536M | $541M | $582M | $569M | $554M | $576M | |
| SG&A Expense | $445M | · | $427M | $434M | $452M | $413M | $380M | $400M | $392M | $393M | $392M | $386M | $410M | $392M | $413M | $366M | |
| Operating Income | $132M | · | $133M | $123M | $123M | $-23M | $145M | $134M | $114M | $108M | $107M | $102M | $137M | $78M | $106M | $-144M | |
| Other Non-op | $0 | · | $100.0K | $300.0K | $-100.0K | $-100.0K | $0 | $-100.0K | $0 | $-500.0K | $100.0K | $-400.0K | $200.0K | $100.0K | $200.0K | $100.0K | |
| Pretax Income | $80M | · | $85M | $73M | $71M | $-69M | $97M | $82M | $61M | $56M | $58M | $55M | $91M | $32M | $64M | $-182M | |
| Income Tax | $23M | · | $24M | $-82M | $24M | $-24M | $27M | $24M | $-13M | $14M | $16M | $16M | $23M | $9M | $16M | $8M | |
| Net Income | $57M | · | $61M | $47M | $47M | $-46M | $71M | $59M | $74M | $41M | $42M | $39M | $68M | $23M | $48M | $-191M | |
| EPS (Basic) | $1.82 | · | $1.81 | $1.37 | $1.37 | $-1.34 | $2.09 | $1.71 | $2.18 | $1.21 | $1.24 | $1.14 | $1.96 | $0.66 | $1.33 | $-4.80 | |
| EPS (Diluted) | $1.79 | · | $1.79 | $1.39 | $1.33 | $-1.34 | $2.04 | $1.67 | $2.13 | $1.18 | $1.20 | $1.11 | $1.92 | $0.65 | $1.29 | $-4.67 | |
| Shares (Basic) | 31,600,000 | · | 33,600,000 | -68,200,000 | 34,200,000 | 34,100,000 | 33,900,000 | -67,900,000 | 34,000,000 | 34,000,000 | 34,000,000 | -71,100,000 | 34,900,000 | 35,300,000 | 35,900,000 | -79,500,000 | |
| Shares (Diluted) | 32,100,000 | · | 34,000,000 | -69,100,000 | 35,100,000 | 34,100,000 | 34,600,000 | -69,700,000 | 34,900,000 | 34,900,000 | 34,900,000 | -72,600,000 | 35,600,000 | 36,000,000 | 36,900,000 | -81,800,000 | |
| EBITDA | $132M | · | · | · | $123M | $-23M | $145M | · | $152M | $145M | $143M | · | $173M | $114M | $141M | · |
Stato Patrimoniale 22
| Metrica | Tendenza | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $19M | · | · | $6M | $89M | $110M | $65M | $44M | $18M | $67M | $15M | $29M | $35M | $120M | $160M | $229M | |
| Receivables | $426M | · | · | $469M | $446M | $398M | $515M | $496M | $437M | $441M | $421M | · | $432M | $401M | $375M | · | |
| Inventory | $2.32B | · | · | $2.01B | $2.06B | $2.12B | $1.88B | $1.96B | $1.92B | $1.95B | $1.70B | · | $1.43B | $1.45B | $1.46B | · | |
| Other Current Assets | $330M | · | · | $344M | $216M | $149M | $412M | $388M | $438M | $456M | $375M | · | $342M | $328M | $304M | · | |
| Current Assets | $3.10B | · | · | $2.83B | $2.81B | $2.78B | $2.87B | $2.89B | $2.81B | $2.92B | $2.51B | · | $2.24B | $2.30B | $2.30B | · | |
| PP&E (Net) | $1.67B | · | · | $1.56B | $1.59B | $1.62B | $1.62B | $1.61B | $1.60B | $1.59B | $1.60B | · | $1.60B | $1.56B | $1.59B | · | |
| Accum. Depreciation | $1.14B | · | · | $1.09B | $1.08B | $1.05B | $1.04B | $1.00B | $969M | $939M | $929M | · | $908M | $886M | $872M | · | |
| Goodwill | $432M | · | · | $422M | $623M | $574M | $358M | $358M | $347M | $254M | $254M | $254M | $244M | $242M | $244M | $231M | |
| Intangibles | $437M | · | · | $454M | $252M | $256M | $430M | $430M | $417M | $417M | $417M | · | $417M | $417M | $419M | · | |
| Other Non-current Assets | $141M | · | · | $92M | $139M | $123M | $74M | $73M | $80M | $122M | $113M | · | $101M | $100M | $99M | · | |
| Total Assets | $6.38B | · | · | $5.97B | $6.02B | $5.93B | $5.88B | $5.90B | $5.76B | $5.80B | $5.41B | · | $5.05B | $5.08B | $5.15B | · | |
| Accounts Payable | $156M | · | · | $151M | $215M | $173M | $180M | $172M | $148M | $220M | $144M | · | $143M | $131M | $149M | · | |
| Current Liabilities | $3.06B | · | · | $2.60B | $2.76B | $2.71B | $2.63B | $2.64B | $2.54B | $2.65B | $2.30B | · | $2.01B | $2.00B | $2.06B | · | |
| Capital Leases | $251M | · | · | $268M | $274M | $239M | $216M | $220M | $201M | $196M | $204M | · | $176M | $189M | $210M | · | |
| Other Non-current Liabilities | $114M | · | · | $114M | $124M | $122M | $116M | $120M | $107M | $87M | $89M | · | $108M | $110M | $115M | · | |
| Long-term Debt | $1.76B | · | · | $1.62B | $1.49B | $1.52B | $1.57B | $1.59B | $1.70B | $1.71B | $1.65B | · | $1.68B | $1.69B | $1.73B | · | |
| Total Debt | $1.76B | · | · | · | $1.49B | $1.52B | $1.57B | · | $1.70B | $1.71B | $1.65B | · | $1.68B | $1.69B | $1.73B | · | |
| Retained Earnings | $1.57B | · | · | $1.48B | $1.45B | $1.41B | $1.47B | $1.41B | $1.37B | $1.30B | $1.27B | · | $1.21B | $1.15B | $1.14B | · | |
| Treasury Stock | $1.46B | · | · | $1.32B | $1.28B | $1.28B | $1.27B | $1.24B | $1.23B | $1.23B | $1.23B | · | $1.20B | $1.12B | $1.12B | · | |
| AOCI | $-300.0K | · | · | $-700.0K | $2M | $2M | $3M | $4M | $2M | $2M | $2M | · | $3M | $2M | $2M | · | |
| Stockholders' Equity | $1.03B | · | · | $1.07B | $1.07B | $1.03B | $1.09B | $1.06B | $1.01B | $945M | $904M | $892M | $858M | $877M | $855M | $895M | |
| Liabilities + Equity | $6.38B | · | · | $5.97B | $6.02B | $5.93B | $5.88B | $5.90B | $5.76B | $5.80B | $5.41B | · | $5.05B | $5.08B | $5.15B | · |
Flusso di cassa 16
| Metrica | Tendenza | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $40M | · | $39M | $42M | $41M | $40M | $40M | $39M | $38M | $37M | $36M | $37M | $35M | $36M | $34M | $34M | |
| Stock-based Comp | $6M | · | $5M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $6M | $7M | $5M | $5M | $4M | |
| Deferred Tax | $-4M | · | $-4M | $33M | $-4M | $-52M | $-4M | $-18M | $-4M | $-4M | $-4M | $-8M | $-4M | $-3M | $-3M | $-2M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | $-11M | · | · | · | $-118M | · | |
| Operating Cash Flow | $-100M | · | $36M | $67M | $168M | $137M | $196M | $88M | $88M | $-136M | $70M | $-120M | $123M | $15M | $-34M | $-239M | |
| CapEx | $118M | · | $37M | $-262M | $34M | $34M | $45M | $-333M | $53M | $49M | $44M | $-357M | $78M | $38M | $37M | $-425M | |
| Investing Cash Flow | $-182M | · | $22M | $-5M | $-72M | $-386M | $-36M | $-91M | $-25M | $-22M | $-39M | $-47M | $-78M | $14M | $-108M | $-24M | |
| Debt Issued | $40M | · | $150M | $149M | $0 | $0 | $0 | $0 | $0 | · | · | $0 | $0 | · | · | $327M | |
| Net Debt Issued | · | · | · | · | · | · | $-18M | · | · | · | $-22M | · | · | · | $-20M | · | |
| Stock Repurchased | $6M | · | $136M | $-126M | $0 | $9M | $35M | $-62M | $0 | $100.0K | $27M | $-355M | $87M | $0 | $91M | $-507M | |
| Net Stock Activity | · | · | · | · | · | · | $-35M | · | · | · | $-27M | · | · | · | $-91M | · | |
| Dividends Paid | $12M | · | $13M | $-85M | $12M | $12M | $12M | $-71M | $10M | $10M | $10M | $-70M | $10M | $10M | $10M | $-60M | |
| Financing Cash Flow | $296M | · | $-58M | $-145M | $-116M | $295M | $-140M | $30M | $-112M | $211M | $-44M | $162M | $-130M | $-70M | $72M | $353M | |
| Net Change in Cash | $14M | · | $-600.0K | $-83M | $-21M | $46M | $21M | $26M | $-50M | $52M | $-14M | $-6M | $-85M | $-40M | $-69M | $90M | |
| Taxes Paid | $52M | · | $0 | $11M | $81M | $7M | $700.0K | $-16M | $11M | $40M | $-200.0K | $13M | $27M | $47M | $-400.0K | $31M | |
| Free Cash Flow | · | · | · | · | · | · | $151M | · | · | · | $26M | · | · | · | $-71M | · |
Redditività 8
| Metrica | Tendenza | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | · | · | · | 15.5% | 16.5% | 15.5% | · | 15.6% | 15.6% | 15.8% | · | 16.0% | 15.6% | 15.8% | · | |
| Operating Margin | 3.4% | · | · | · | 3.1% | -0.64% | 4.0% | · | 3.2% | 3.1% | 3.1% | · | 3.8% | 2.1% | 3.0% | · | |
| Net Margin | 1.5% | · | · | · | 1.2% | -1.2% | 1.9% | · | 2.1% | 1.2% | 1.2% | · | 1.9% | 0.64% | 1.4% | · | |
| Pretax Margin | 2.0% | · | · | · | 1.8% | -1.9% | 2.7% | · | 1.7% | 1.6% | 1.7% | · | 2.5% | 0.89% | 1.8% | · | |
| EBITDA Margin | 3.4% | · | · | · | 3.1% | -0.64% | 4.0% | · | 4.3% | 4.2% | 4.2% | · | 4.7% | 3.1% | 4.0% | · | |
| ROA | 0.93% | · | · | · | 0.79% | -0.78% | 1.2% | · | 1.4% | 0.76% | 0.80% | · | 1.4% | 0.46% | 0.94% | · | |
| ROE | 5.6% | · | · | · | 4.5% | -4.6% | 7.1% | · | 7.9% | 4.5% | 4.8% | · | 7.0% | 2.3% | 4.8% | · | |
| ROIC | 3.4% | · | · | · | 3.1% | -0.60% | 4.0% | · | 5.1% | 3.0% | 3.0% | · | 4.1% | 2.2% | 3.1% | · |
Liquidità e Solvibilità 4
| Metrica | Tendenza | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | · | · | · | 1.0 | 1.0 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | |
| Quick Ratio | 0.1 | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | |
| Debt / Equity | 1.7 | · | · | · | 1.4 | 1.5 | 1.4 | · | 1.7 | 1.8 | 1.8 | · | 2.0 | 1.9 | 2.0 | · | |
| LT Debt / Equity | 1.5 | · | · | · | 1.3 | 1.4 | 1.4 | · | 1.6 | 1.7 | 1.8 | · | 1.9 | 1.9 | 1.9 | · |
Efficienza 3
| Metrica | Tendenza | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | · | · | · | 0.7 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | |
| Inventory Turnover | 1.5 | · | · | · | 1.7 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.8 | · | 2.3 | 2.3 | 2.2 | · | |
| Receivables Turnover | 9.6 | · | · | · | 9.0 | 8.7 | 7.8 | · | 8.0 | 8.2 | 8.5 | · | 9.2 | 9.8 | 9.6 | · |
Valutazione (TTM) 5
| Metrica | Tendenza | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.25B | $14.97B | · | · | $14.77B | $14.25B | $13.98B | · | $13.97B | $14.13B | $14.17B | · | $14.24B | $14.10B | $13.90B | · | |
| Net Income TTM | $119M | $133M | · | · | $146M | $140M | $228M | · | $226M | $175M | $182M | · | $227M | $253M | $327M | · | |
| P/E | 23.8 | 20.6 | · | · | 18.3 | 19.9 | 8.7 | · | 9.1 | 11.0 | 11.3 | · | 7.8 | 7.3 | 6.6 | · | |
| Earnings Yield | 4.2% | 4.9% | · | · | 5.5% | 5.0% | 11.5% | · | 11.0% | 9.1% | 8.9% | · | 12.8% | 13.7% | 15.1% | · | |
| Payout Ratio | · | · | · | · | · | · | 16.9% | · | · | · | 24.3% | · | · | · | 21.4% | · |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Ricavi | — | $15.15B | $14.22B | $14.37B | $14.00B |
| Margine Lordo % | — | 15.7% | 15.4% | 15.6% | 16.6% |
| Margine Operativo % | — | 2.4% | 3.2% | 2.9% | 2.2% |
| Utile netto | — | $119M | $216M | $178M | $88M |
| EPS Diluito | — | $3.42 | $6.18 | $4.97 | $2.23 |
Stato Patrimoniale
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | — | 1.5 | 1.5 | 1.9 | 2.0 |
| Rapporto corrente | — | 1.1 | 1.1 | 1.1 | 1.2 |
| Quick Ratio | — | 0.2 | 0.2 | 0.2 | 0.4 |
Flusso di cassa
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | — | $717M | $296M | $188M | $179M |
Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi
📊
Scegli le metriche che contano per te — fai clic sul ➕ accanto a qualsiasi riga nei Fondamentali Completi sopra.
La tua selezione è salvata e ti segue su tutti i ticker.
Proprietari istituzionali (13F) 257 filer · $781.9M 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 |
|---|---|---|---|---|
| 47 (+8 vs trimestre precedente) | 22 (-13 vs trimestre precedente) | 76 (+3 vs trimestre precedente) | 75 (+8 vs trimestre precedente) | +1.9M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $107.726.204 | 1.270.506 | 13,78% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $64.513.574 | 760.863 | 8,25% | Azioni |
| STATE STREET CORP | $54.062.519 | 634.362 | 6,91% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $49.900.000 | 588.516 | 6,38% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $45.454.054 | 536.078 | 5,81% | Azioni |
| WESTWOOD HOLDINGS GROUP INC | $41.963.164 | 494.907 | 5,37% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $31.108.853 | 366.892 | 3,98% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.533.210 | 277.547 | 3,01% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $23.526.755 | 277.416 | 3,01% | Azioni |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $18.973.967 | 223.776 | 2,43% | Azioni |
| D. E. Shaw & Co., Inc. | $17.363.211 | 204.779 | 2,22% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $16.652.926 | 196.402 | 2,13% | Azioni |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.523.014 | 183.076 | 1,99% | Azioni |
| GOLDMAN SACHS GROUP INC | $13.215.793 | 155.865 | 1,69% | Azioni |
| Bank of New York Mellon Corp | $13.190.272 | 155.564 | 1,69% | Azioni |
| HEARTLAND ADVISORS INC | $12.514.834 | 147.598 | 1,60% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10.320.808 | 121.722 | 1,32% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $8.872.510 | 104.641 | 1,13% | Azioni |
| BlackRock, Inc. | $8.356.309 | 98.553 | 1,07% | Azioni |
| FRANKLIN RESOURCES INC | $7.533.846 | 88.853 | 0,96% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $7.398.351 | 87.255 | 0,95% | Azioni |
| PDT Partners, LLC | $7.162.550 | 84.474 | 0,92% | Azioni |
| Phocas Financial Corp. | $7.066.568 | 83.342 | 0,90% | Azioni |
| ProShare Advisors LLC | $6.857.137 | 80.872 | 0,88% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $6.665.002 | 78.606 | 0,85% | Azioni |
| TWO SIGMA ADVISERS, LP | $6.408.696 | 103.600 | 0,82% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $5.684.406 | 67.041 | 0,73% | Azioni |
| Brandywine Global Investment Management, LLC | $5.434.154 | 87.846 | 0,70% | Azioni |
| Cubist Systematic Strategies, LLC | $5.151.973 | 67.708 | 0,66% | Azioni |
| BANK OF AMERICA CORP /DE/ | $5.069.849 | 59.793 | 0,65% | Azioni |
| DENALI ADVISORS LLC | $4.799.114 | 56.600 | 0,61% | Azioni |
| Public Sector Pension Investment Board | $4.780.799 | 56.384 | 0,61% | Azioni |
| Susquehanna Portfolio Strategies, LLC | $4.633.180 | 54.643 | 0,59% | Azioni |
| Squarepoint Ops LLC | $4.568.909 | 53.885 | 0,58% | Azioni |
| AMERIPRISE FINANCIAL INC | $4.190.734 | 49.419 | 0,54% | Azioni |
| MARTINGALE ASSET MANAGEMENT L P | $4.111.637 | 48.492 | 0,53% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $3.832.423 | 45.199 | 0,49% | Azioni |
| Teewinot Capital Advisers, L.L.C. | $3.328.855 | 39.260 | 0,43% | Azioni |
| FIRST TRUST ADVISORS LP | $3.296.211 | 38.875 | 0,42% | Azioni |
| FMR LLC | $3.284.680 | 38.739 | 0,42% | Azioni |
| RHUMBLINE ADVISERS | $3.042.668 | 35.885 | 0,39% | Azioni |
| XTX Topco Ltd | $3.037.856 | 35.828 | 0,39% | Azioni |
| FORMULA GROWTH LTD | $3.035.482 | 35.800 | 0,39% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $3.010.045 | 35.500 | 0,38% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.966.548 | 34.987 | 0,38% | Azioni |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2.951.031 | 34.804 | 0,38% | Azioni |
| Engineers Gate Manager LP | $2.580.923 | 30.439 | 0,33% | Azioni |
| Swiss National Bank | $2.382.599 | 28.100 | 0,30% | Azioni |
| Aquatic Capital Management LLC | $2.315.615 | 27.310 | 0,30% | Azioni |
| HSBC HOLDINGS PLC | $2.283.163 | 27.340 | 0,29% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.280.597 | 26.897 | 0,29% | Azioni |
| Man Group plc | $1.999.348 | 23.580 | 0,26% | Azioni |
| CAPITAL FUND MANAGEMENT S.A. | $1.974.589 | 23.288 | 0,25% | Azioni |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.961.955 | 23.139 | 0,25% | Azioni |
| CITADEL ADVISORS LLC | $1.836.212 | 21.656 | 0,23% | Azioni |
| New Age Alpha Advisors, LLC | $1.793.224 | 21.149 | 0,23% | Azioni |
| Legal & General Group Plc | $1.699.447 | 20.043 | 0,22% | Azioni |
| NorthCrest Asset Manangement, LLC | $1.685.271 | 17.682 | 0,22% | Azioni |
| JANE STREET GROUP, LLC | $1.678.842 | 19.800 | 0,21% | Opzione Put |
| CITIGROUP INC | $1.671.720 | 19.716 | 0,21% | Azioni |
| Point72 Asset Management, L.P. | $1.620.422 | 19.111 | 0,21% | Azioni |
| ExodusPoint Capital Management, LP | $1.521.896 | 17.949 | 0,19% | Azioni |
| Brevan Howard Capital Management LP | $1.508.923 | 17.796 | 0,19% | Azioni |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.412.487 | 32.767 | 0,18% | Azioni |
| Quantbot Technologies LP | $1.399.629 | 16.507 | 0,18% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $1.360.292 | 19.838 | 0,17% | Azioni |
| Quantinno Capital Management LP | $1.301.354 | 15.347 | 0,17% | Azioni |
| Nuveen, LLC | $1.175.359 | 13.862 | 0,15% | Azioni |
| PRUDENTIAL FINANCIAL INC | $1.142.800 | 13.478 | 0,15% | Azioni |
| Vanguard Global Advisers, LLC | $1.116.939 | 13.173 | 0,14% | Azioni |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.105.492 | 13.038 | 0,14% | Azioni |
| WOLVERINE ASSET MANAGEMENT LLC | $1.027.400 | 12.117 | 0,13% | Azioni |
| A&I FINANCIAL SERVICES, LLC | $996.791 | 11.755 | 0,13% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $943.317 | 13.757 | 0,12% | Azioni |
| BARCLAYS PLC | $838.402 | 9.888 | 0,11% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $824.837 | 9.728 | 0,11% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $736.062 | 8.681 | 0,09% | Azioni |
| VANGUARD GROUP INC | $722.834 | 11.685 | 0,09% | Azioni |
| Skopos Labs, Inc. | $713.951 | 10.412 | 0,09% | Azioni |
| MAI Capital Management | $673.064 | 7.938 | 0,09% | Azioni |
| Illinois Municipal Retirement Fund | $658.140 | 7.762 | 0,08% | Azioni |
| MetLife Investment Management, LLC | $654.748 | 7.722 | 0,08% | Azioni |
| Nebula Research & Development LLC | $593.560 | 7.426 | 0,08% | Azioni |
| Russell Investments Group, Ltd. | $577.759 | 6.814 | 0,07% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $572.502 | 6.752 | 0,07% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $560.716 | 6.613 | 0,07% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $500.770 | 5.906 | 0,06% | Azioni |
| JANUS HENDERSON GROUP PLC | $500.212 | 7.288 | 0,06% | Azioni |
| Louisiana State Employees Retirement System | $483.303 | 5.700 | 0,06% | Azioni |
| BOOTHBAY FUND MANAGEMENT, LLC | $477.876 | 5.636 | 0,06% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $477.581 | 5.633 | 0,06% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $476.265 | 5.617 | 0,06% | Azioni |
| Jain Global LLC | $440.908 | 5.200 | 0,06% | Azioni |
| DARK FOREST CAPITAL MANAGEMENT LP | $440.908 | 5.200 | 0,06% | Azioni |
| Jump Financial, LLC | $440.738 | 5.198 | 0,06% | Azioni |
| Sanctuary Advisors, LLC | $434.295 | 5.122 | 0,06% | Azioni |
| Invesco Ltd. | $416.743 | 4.915 | 0,05% | Azioni |
| NISA INVESTMENT ADVISORS, LLC | $404.270 | 4.745 | 0,05% | Azioni |
| Corient Private Wealth LP | $400.952 | 4.728 | 0,05% | Azioni |
| ARISTEIA CAPITAL, L.L.C. | $394.697 | 4.655 | 0,05% | Azioni |
Insider aziendali 28 insider · 9 dirigenti · 21 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| David Bruton Smith | Chairman and CEO | 31 Marzo 2025 F | 552.343 | 0 | 0 | $0 |
| Heath Byrd | EVP and CFO | 02 Giugno 2026 S | 133.952 | 0 | 2 | $-1.239.895 |
| David P Cosper | Vice Chairman and CFO | 22 Marzo 2013 D | 171.984 | 0 | 0 | $0 |
| Lee E Wyatt | Executive VP, CFO & Treasurer | 21 Aprile 2005 A | 50.000 | 0 | 0 | $0 |
| Jeff Dyke | President | 09 Giugno 2026 S | 543.668 | 0 | 2 | $-5.415.638 |
| Theodore M Wright | President | 19 Febbraio 2004 A | 124.075 | 0 | 0 | $0 |
| Bruton O Smith | Executive Chairman | 31 Marzo 2022 F | 973.670 | 0 | 0 | $0 |
| Mark J Iuppenlatz | Exec VP of Corp Development | 19 Marzo 2007 A | 58.350 | 0 | 0 | $0 |
| Greg Young | VP & Chief Accounting Officer | 17 Marzo 2006 M | 1.200 | 0 | 0 | $0 |
| Michael Edward Hodge | Direttore | 24 Aprile 2025 A | 17.807 | 0 | 0 | $0 |
| Keri A Kaiser | Direttore | 24 Aprile 2025 A | 22.409 | 0 | 0 | $0 |
| Eugene R Taylor | Direttore | 24 Aprile 2025 A | 61.083 | 0 | 0 | $0 |
| Marcus G Smith | Direttore | 24 Aprile 2025 A | 98.871 | 0 | 0 | $0 |
| William I Belk | Direttore | 24 Aprile 2025 A | 104.325 | 0 | 0 | $0 |
| Bryan Scott Smith | Direttore | 24 Aprile 2025 A | 396.207 | 0 | 0 | $0 |
| William R Brooks | Direttore | 24 Aprile 2025 A | 114.982 | 0 | 0 | $0 |
| John W. Harris III | Direttore | 16 Maggio 2023 A | 52.081 | 0 | 0 | $0 |
| Victor H Doolan | Direttore | 29 Aprile 2021 A | 34.993 | 0 | 0 | $0 |
| Robert H Heller | Direttore | 29 Aprile 2021 A | 95.578 | 0 | 0 | $0 |
| Bernard Clinton Byrd Jr | Direttore | 15 Aprile 2015 A | 9.456 | 0 | 0 | $0 |
| Robert L Rewey | Direttore | 17 Aprile 2014 A | 47.142 | 0 | 0 | $0 |
| David C Vorhoff | Direttore | 18 Aprile 2013 A | 35.046 | 0 | 0 | $0 |
| Jeffrey C Rachor | Direttore | 19 Maggio 2008 D | 2.459 | 0 | 0 | $0 |
| William P Benton | Direttore | 25 Aprile 2008 A | 12.423 | 0 | 0 | $0 |
| Thomas P Capo | Direttore | 22 Aprile 2005 A | 2.745 | 0 | 0 | $0 |
| Maryann Keller | Direttore | 31 Marzo 2004 A | — | 0 | 0 | $0 |
| Rusnak Paul P. | Proprietario del 10% | 07 Aprile 2022 P | 5.000.000 | 0 | 0 | $0 |
| Sonic Financial Corporation | Proprietario del 10% | 27 Settembre 2018 P | — | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 4 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| OBS Family, LLC, Sonic Financial Corporation, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 depositi | 17 Giugno 2026 | 42,30% | Modifica | — | SEC |
| Sonic Financial Corporation, O. Bruton Smith, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 depositi | 09 Ottobre 2018 | — | Deposito iniziale | — | SEC |
| O. Bruton Smith, Sonic Financial Corporation | 10 Gennaio 2013 | — | Deposito iniziale | — | SEC |
| Paul P. Rusnak ×2 depositi | 26 Maggio 2010 | — | 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 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,29% | 101.951 NS | 31 Maggio 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 1,27% | 5.070 NS | 30 Aprile 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 1,17% | 94.100 SH | 08 Agosto 2026 | Giornaliero |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,92% | 233.693 SH | 08 Agosto 2026 | Giornaliero |
| RZV · Invesco Exchange-Traded Fund Trust | 0,69% | 25.697 SH | 08 Agosto 2026 | Giornaliero |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,41% | 1.221 SH | 08 Agosto 2026 | Giornaliero |
| ESSC · Strategy Shares | 0,35% | 1.157 NS | 30 Aprile 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,33% | 5.019 SH | 08 Agosto 2026 | Giornaliero |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,27% | 6.333 NS | 30 Aprile 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,26% | 1.024 NS | 31 Marzo 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 299 NS | 30 Aprile 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,20% | 30.294 NS | 30 Aprile 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,12% | 27.830 SH | 08 Agosto 2026 | Giornaliero |
| IJS · iShares Trust | 0,12% | 117.319 SH | 08 Agosto 2026 | Giornaliero |
| FNDA · SCHWAB STRATEGIC TRUST | 0,11% | 123.151 NS | 31 Maggio 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,10% | 94.642 NS | 30 Aprile 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,09% | 158.292 NS | 30 Aprile 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 7.780 SH | 08 Agosto 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,09% | 31.102 SH | 08 Agosto 2026 | Giornaliero |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,08% | 255.325 NS | 31 Maggio 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 25.287 NS | 31 Maggio 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,07% | 2.325 SH | 08 Agosto 2026 | Giornaliero |
| VCR · VANGUARD WORLD FUND | 0,07% | 54.698 SH | 08 Agosto 2026 | Giornaliero |
| XJR · iShares Trust | 0,07% | 1.549 SH | 08 Agosto 2026 | Giornaliero |
| FDIS · FIDELITY COVINGTON TRUST | 0,06% | 14.209 NS | 30 Aprile 2026 | N-PORT |
| IJR · iShares Trust | 0,06% | 800.179 SH | 08 Agosto 2026 | Giornaliero |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,06% | 45.765 SH | 08 Agosto 2026 | Giornaliero |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 5.380 NS | 30 Aprile 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,06% | 985 NS | 30 Aprile 2026 | N-PORT |
| SAA · ProShares Trust | 0,05% | 177 NS | 31 Maggio 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,05% | 552 NS | 30 Aprile 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 6.273 NS | 31 Maggio 2026 | N-PORT |
| IWN · iShares Trust | 0,04% | 71.526 SH | 08 Agosto 2026 | Giornaliero |
| EBI · RBB Fund Trust | 0,04% | 3.304 NS | 31 Maggio 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 6.482 SH | 08 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,04% | 69.794 NS | 30 Aprile 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,04% | 8.029 SH | 08 Agosto 2026 | Giornaliero |
| RSSL · Global X Funds | 0,04% | 6.484 NS | 30 Aprile 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 309.207 SH | 08 Agosto 2026 | Giornaliero |
| ISCV · iShares Trust | 0,03% | 2.680 SH | 08 Agosto 2026 | Giornaliero |
| ITWO · ProShares Trust | 0,03% | 704 NS | 31 Maggio 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 2.851 SH | 08 Agosto 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 70.132 SH | 08 Agosto 2026 | Giornaliero |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 70.983 NS | 31 Maggio 2026 | N-PORT |
| IWO · iShares Trust | 0,03% | 43.866 SH | 08 Agosto 2026 | Giornaliero |
| VBR · VANGUARD INDEX FUNDS | 0,02% | 171.124 SH | 08 Agosto 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 5.116 SH | 08 Agosto 2026 | Giornaliero |
| SFGV · EA Series Trust | 0,02% | 2.595 NS | 29 Maggio 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 550 NS | 31 Maggio 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 546 SH | 08 Agosto 2026 | Giornaliero |