SBAC SBA Communications Corporation - Class A Common Stock
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SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.
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SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.
## Operations
The company develops wireless infrastructures, including small cells, indoor/outdoor distributed antenna systems, and traditional cell sites that support antennas used for wireless communication by mobile carriers and wireless broadband providers.
SBA Communications operates in two segments: Site Leasing and Site Development. It leases antenna space to wireless service providers on towers that it owns or operates, and manages rooftop and tower sites for property owners under various contractual arrangements. As of 2020, it owned 30,000 towers around North and South America. Its biggest market is Brazil, where the company owns over 10,000 towers. The company also managed or leased approximately 4,800 actual or potential towers. In addition, it provides various site development services comprising network pre-design; site audits; identification of potential locations for towers and antennas; support in buying or leasing of the location; assistance in obtaining zoning approvals and permits; tower structure construction; antenna installation; and radio equipment installation, commissioning, and maintenance.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
SBAC Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
SBAC 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
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo |
|---|---|
| 22 Maggio 2026 | $1,2500 |
| 13 Marzo 2026 | $1,2500 |
| 13 Novembre 2025 | $1,1100 |
| 21 Agosto 2025 | $1,1100 |
| 22 Maggio 2025 | $1,1100 |
| 13 Marzo 2025 | $1,1100 |
| 14 Novembre 2024 | $0,9800 |
| 22 Agosto 2024 | $0,9800 |
| 22 Maggio 2024 | $0,9800 |
| 13 Marzo 2024 | $0,9800 |
| 15 Novembre 2023 | $0,8500 |
| 23 Agosto 2023 | $0,8500 |
| 25 Maggio 2023 | $0,8500 |
| 09 Marzo 2023 | $0,8500 |
| 16 Novembre 2022 | $0,7100 |
| 24 Agosto 2022 | $0,7100 |
| 18 Maggio 2022 | $0,7100 |
| 09 Marzo 2022 | $0,7100 |
| 17 Novembre 2021 | $0,5800 |
| 25 Agosto 2021 | $0,5800 |
SBAC Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 4 14,8%
- Compra 13 48,1%
- Mantieni 10 37,0%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
20 analisti · 2026-08-18Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $1.87 | $1.92 | -0.05% |
| 31 Marzo 2026 | $1.74 | $1.81 | -0.07% |
| 31 Dicembre 2025 | $3.47 | $3.87 | -0.40% |
| 30 Settembre 2025 | $2.20 | $2.24 | -0.04% |
| 30 Giugno 2025 | $2.09 | $2.16 | -0.07% |
| 31 Marzo 2025 | $1.77 | $2.27 | -0.50% |
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 |
|---|---|---|---|---|---|---|
| SBAC | $20.44B | 19.7 | 5.1% | 37.4% | -21.5% | 75.5% |
| AMT | $81.87B | 32.5 | 5.1% | 24.7% | 74.7% | — |
| CCI | $38.66B | 88.0 | -4.4% | 10.4% | -29.4% | — |
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 | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B | $2.08B | $2.01B | $1.87B | $1.73B | $1.63B | $1.64B | $1.53B | |
| Cost of Revenue | $199M | $119M | $140M | $223M | $159M | $103M | $119M | $96M | $87M | $421M | $444M | $428M | |
| Gross Profit | $2.12B | $2.10B | $2.10B | $1.96B | $1.76B | $1.61B | $1.52B | $1.40B | $1.28B | $1.21B | $1.19B | $1.10B | |
| SG&A Expense | $278M | $259M | $268M | $262M | $220M | $194M | $193M | $143M | $131M | $143M | $115M | $103M | |
| Operating Expenses | $1.47B | $1.24B | $1.79B | $1.71B | $1.53B | $1.45B | $1.43B | $1.32B | $1.27B | $1.25B | $1.33B | $1.19B | |
| Operating Income | $1.34B | $1.44B | $924M | $925M | $782M | $634M | $583M | $544M | $459M | $387M | $312M | $337M | |
| Interest Income | $32M | $42M | $18M | $10M | $3M | $3M | $6M | $7M | $11M | $11M | $4M | $677.0K | |
| Other Non-op | $366M | $-250M | $63M | $10M | $-74M | $-222M | $14M | $-86M | $-2M | $94M | $-139M | $11M | |
| Pretax Income | $1.24B | $773M | $549M | $526M | $253M | $-18M | $187M | $52M | $117M | $87M | $-167M | $-16M | |
| Income Tax | $188M | $24M | $51M | $66M | $15M | $-42M | $40M | $4M | $13M | $11M | $9M | $9M | |
| Net Income | $1.05B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M | $-176M | $-24M | |
| EPS (Basic) | $9.83 | $6.96 | $4.64 | $4.27 | $2.17 | $0.22 | $1.30 | $0.41 | $0.86 | $0.61 | $-1.37 | $-0.19 | |
| EPS (Diluted) | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 | $0.21 | $1.28 | $0.41 | $0.86 | $0.61 | $-1.37 | $-0.19 | |
| Shares (Basic) | 107,207,000 | 107,644,000 | 108,204,000 | 107,957,000 | 109,328,000 | 111,532,000 | 112,809,000 | 114,909,000 | 119,860,000 | 124,448,000 | 127,794,000 | 128,919,000 | |
| Shares (Diluted) | 107,533,000 | 108,080,000 | 108,907,000 | 109,386,000 | 111,177,000 | 113,465,000 | 114,693,000 | 116,515,000 | 121,022,000 | 125,144,000 | 127,794,000 | 128,919,000 | |
| EBITDA | $1.64B | $1.71B | $1.64B | $1.63B | $1.48B | $1.36B | $1.28B | $1.22B | $1.10B | $1.03B | $972M | $964M |
Stato Patrimoniale 27
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $265M | $190M | $209M | $144M | $367M | $309M | $108M | $143M | $69M | $146M | $118M | $39M | |
| Short-term Investments | $7M | $255M | $1M | $1M | $778.0K | $700.0K | $500.0K | · | · | $223.0K | $706.0K | $6M | |
| Receivables | $171M | $146M | $183M | $184M | $102M | $74M | $132M | $111M | $91M | $78M | $83M | $104M | |
| Prepaid Expense | $142M | $417M | $39M | $33M | $31M | $24M | $37M | $63M | $50M | $52M | $50M | $95M | |
| Other Current Assets | $35M | $23M | $17M | $13M | $16M | $13M | $28M | $15M | $16M | $18M | · | · | |
| Current Assets | $773M | $1.98B | $484M | $483M | $614M | $473M | $334M | $374M | $260M | $325M | $294M | $327M | |
| PP&E (Net) | $3.40B | $2.79B | $2.71B | $2.71B | $2.58B | $2.68B | $2.79B | $2.79B | $2.81B | $2.79B | $2.78B | $2.76B | |
| PP&E (Gross) | $7.76B | $7.07B | $6.96B | $6.69B | $6.28B | $6.12B | $5.99B | $5.71B | $5.49B | $5.23B | $4.98B | $4.71B | |
| Accum. Depreciation | $4.36B | $4.28B | $4.25B | $3.97B | $3.70B | $3.45B | $3.19B | $2.92B | $2.68B | $2.44B | $2.19B | $1.95B | |
| Intangibles | $2.88B | $2.39B | $2.46B | $2.78B | $2.80B | $3.16B | $3.63B | $3.33B | $3.60B | $3.66B | $3.74B | $4.19B | |
| Other Non-current Assets | $652M | $657M | $812M | $722M | $576M | $478M | $432M | $722M | $650M | $587M | $501M | $467M | |
| Total Assets | $11.58B | $11.42B | $10.18B | $10.59B | $9.80B | $9.16B | $9.76B | $7.21B | $7.32B | $7.36B | $7.31B | $7.84B | |
| Accounts Payable | $73M | $60M | $42M | $51M | $34M | $110M | $32M | $34M | $33M | $28M | $27M | $43M | |
| Accrued Liabilities | $94M | $82M | $93M | $101M | $68M | $63M | $68M | $64M | $70M | $61M | $64M | $66M | |
| Current Liabilities | $2.68B | $1.80B | $1.36B | $697M | $616M | $615M | $1.05B | $1.21B | $279M | $873M | $273M | $331M | |
| Capital Leases | $2.11B | $1.90B | $1.86B | $2.04B | $1.98B | $2.09B | $2.28B | $811.0K | $850.0K | $2M | $2M | $1M | |
| Deferred Tax | · | · | · | · | · | · | · | $33M | $29M | $27M | $25M | $77M | |
| Other Non-current Liabilities | $588M | $368M | $404M | $248M | $191M | $186M | $271M | $387M | $350M | $335M | $314M | $343M | |
| Long-term Debt | $12.90B | $13.59B | $12.32B | $12.87B | $12.30B | $11.10B | $10.33B | $9.94B | $9.31B | $8.78B | $8.45B | $7.86B | |
| Total Debt | $12.90B | $13.59B | $12.32B | $12.87B | $12.30B | $11.10B | $10.33B | $9.94B | $9.31B | $8.78B | $8.54B | $7.86B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | $3.06B | $2.98B | $2.89B | $2.80B | $2.68B | $2.59B | $2.46B | $2.27B | $2.17B | $2.01B | $1.96B | $2.06B | |
| Retained Earnings | $-7.25B | $-7.33B | $-7.45B | $-7.48B | $-7.20B | $-6.60B | $-5.56B | $-5.14B | $-4.39B | $-3.64B | $-3.17B | $-2.54B | |
| AOCI | $-664M | $-760M | $-615M | $-591M | $-762M | $-808M | $-569M | $-512M | $-379M | $-370M | $-502M | $-182M | |
| Stockholders' Equity | $-4.85B | $-5.11B | $-5.17B | $-5.28B | $-5.28B | $-4.82B | $-3.67B | $-3.38B | $-2.60B | $-2.00B | $-1.71B | $-661M | |
| Liabilities + Equity | $11.58B | $11.42B | $10.18B | $10.59B | $9.80B | $9.16B | $9.76B | $7.21B | $7.32B | $7.36B | $7.31B | $7.84B | |
| Shares Outstanding | 105,666,000 | 107,561,000 | 108,050,000 | 107,997,000 | 108,956,000 | 109,819,000 | 111,775,000 | 112,433,000 | 116,446,000 | 121,004,000 | 125,743,000 | 129,134,000 |
Flusso di cassa 14
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $292M | $270M | $716M | $708M | $700M | $722M | $697M | $672M | $643M | $638M | $660M | $627M | |
| Stock-based Comp | $76M | $74M | $88M | $100M | $84M | $69M | $73M | $42M | $38M | $33M | $29M | $23M | |
| Deferred Tax | $104M | $-13M | $5M | $33M | $-9M | $-63M | $16M | $-15M | · | $1M | $-5.0K | $530.0K | |
| Amort. of Intangibles | $115M | $107M | $397M | $406M | $412M | $434M | $415M | $403M | $384M | $370M | $363M | $338M | |
| Other Non-cash | $-235M | $255M | $234M | $-16M | $176M | $374M | $53M | $89M | $33M | $-6M | $224M | $46M | |
| Operating Cash Flow | $1.29B | $1.33B | $1.54B | $1.29B | $1.19B | $1.13B | $970M | $851M | $818M | $743M | $723M | $674M | |
| CapEx | $225M | $228M | $237M | $214M | $134M | $129M | $154M | $150M | $147M | $140M | $209M | $211M | |
| Investing Cash Flow | $-602M | $-809M | $-468M | $-1.39B | $-1.42B | $-446M | $-947M | $-618M | $-605M | $-428M | $-737M | · | |
| Stock Repurchased | $498M | $200M | $100M | $432M | $583M | $859M | $467M | $796M | $855M | $546M | $450M | · | |
| Net Stock Activity | $-498M | $-200M | $-100M | $-432M | $-583M | $-859M | $-467M | $-796M | $-855M | $-546M | $-450M | · | |
| Dividends Paid | $479M | $424M | $370M | $307M | $254M | $208M | $83M | · | · | · | · | · | |
| Financing Cash Flow | $-1.66B | $646M | $-1.02B | $-135M | $339M | $-469M | $-62M | $-149M | $-295M | $-289M | $76M | · | |
| Net Change in Cash | $-964M | $1.15B | $62M | $-246M | $93M | $202M | $-37M | $74M | $-82M | $39M | $49M | $-81M | |
| Free Cash Flow | $1.07B | $1.11B | $1.31B | $1.07B | $1.06B | $997M | $816M | $701M | $671M | $603M | $528M | $460M |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.5% | 78.3% | 77.4% | 74.6% | 76.4% | 77.1% | 75.5% | 74.9% | 74.2% | 74.2% | 72.9% | 71.9% | |
| Operating Margin | 47.7% | 53.6% | 34.1% | 35.1% | 33.9% | 30.4% | 29.0% | 29.2% | 26.5% | 23.7% | 19.1% | 22.0% | |
| Net Margin | 37.4% | 28.0% | 18.5% | 17.5% | 10.3% | 1.2% | 7.3% | 2.5% | 6.0% | 4.7% | -10.7% | -1.6% | |
| Pretax Margin | 44.1% | 28.8% | 20.2% | 20.0% | 10.9% | -0.85% | 9.3% | 2.8% | 6.8% | 5.3% | -10.2% | -1.0% | |
| EBITDA Margin | 58.1% | 63.6% | 60.5% | 62.0% | 64.2% | 65.1% | 63.6% | 65.2% | 63.8% | 62.8% | 59.4% | 63.1% | |
| ROA | 9.2% | 6.9% | 4.8% | 4.5% | 2.5% | 0.25% | 1.7% | 0.65% | 1.4% | 1.0% | -2.3% | -0.33% | |
| ROE | -21.5% | -14.6% | -9.7% | -8.7% | -4.6% | -0.52% | -4.1% | -1.5% | -4.5% | -4.1% | 14.8% | 16.0% | |
| ROIC | 14.2% | 16.4% | 11.7% | 10.7% | 10.5% | -13.7% | 6.9% | 7.6% | 6.1% | 5.0% | 4.8% | 7.2% |
Liquidità e Solvibilità 4
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 1.1 | 0.4 | 0.7 | 1.0 | 0.8 | 0.3 | 0.3 | 0.9 | 0.4 | 1.1 | 1.0 | |
| Quick Ratio | 0.2 | 0.3 | 0.3 | 0.5 | 0.8 | 0.6 | 0.2 | 0.2 | 0.6 | 0.3 | 0.7 | 0.5 | |
| Debt / Equity | -2.7 | -2.7 | -2.4 | -2.4 | -2.3 | -2.3 | -2.8 | -2.9 | -3.6 | -4.4 | -5.0 | -11.9 | |
| LT Debt / Equity | -2.3 | -2.4 | -2.3 | -2.4 | -2.3 | -2.3 | -2.7 | -2.7 | -3.6 | -4.1 | -5.0 | -11.8 |
Efficienza 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | 17.8 | 16.3 | 14.8 | 18.4 | 26.2 | 20.2 | 16.6 | 18.5 | 20.4 | 20.2 | 17.5 | 17.4 |
Tassi di Crescita 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.1% | -1.2% | 3.0% | 14.1% | 10.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.2% | 5.1% | 9.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 41.2% | 50.5% | 9.2% | 97.2% | 919.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 32.4% | 48.0% | 180.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 115.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 40.6% | 49.4% | 8.8% | 94.2% | 885.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 31.7% | 46.7% | 175.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 112.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 18.2% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 16
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B | $2.08B | $2.01B | $1.87B | $1.73B | $1.63B | $1.64B | $1.53B | |
| Net Income TTM | $1.05B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M | $-176M | $-24M | |
| Market Cap | $20.44B | $21.92B | $27.41B | $30.27B | $42.39B | $30.98B | $26.94B | $18.20B | $19.02B | $12.49B | $13.21B | · | |
| Enterprise Value | $33.07B | $35.07B | $39.53B | $43.00B | $54.32B | $41.77B | $37.16B | $28.00B | $28.26B | $21.12B | $21.64B | · | |
| P/E | 19.7 | 29.4 | 55.0 | 66.4 | 181.8 | 1343.5 | 188.3 | 394.9 | 190.0 | 169.3 | -76.7 | -582.9 | |
| P/S | 7.3 | 8.2 | 10.1 | 11.5 | 18.4 | 14.9 | 13.4 | 9.8 | 11.0 | 7.7 | 8.1 | · | |
| P/B | -4.2 | -4.3 | -5.3 | -5.7 | -8.0 | -6.4 | -7.3 | -5.4 | -7.3 | -6.3 | -7.7 | · | |
| P / Cash Flow | 15.8 | 16.4 | 17.7 | 23.5 | 35.6 | 27.5 | 27.8 | 21.4 | 23.2 | 16.8 | 17.9 | · | |
| P / FCF | 19.2 | 19.8 | 21.0 | 28.3 | 40.1 | 31.1 | 33.0 | 26.0 | 28.3 | 20.7 | 25.0 | · | |
| EV / EBITDA | 20.2 | 20.6 | 24.1 | 26.3 | 36.6 | 30.8 | 29.0 | 23.0 | 25.7 | 20.6 | 22.2 | · | |
| EV / FCF | 31.0 | 31.7 | 30.2 | 40.1 | 51.4 | 41.9 | 45.6 | 39.9 | 42.1 | 35.1 | 40.9 | · | |
| EV / Revenue | 11.7 | 13.1 | 14.6 | 16.3 | 23.5 | 20.1 | 18.4 | 15.0 | 16.4 | 12.9 | 13.2 | · | |
| Dividend Yield | 2.3% | 1.9% | 1.4% | 1.0% | 0.60% | 0.67% | 0.31% | · | · | · | · | · | |
| Earnings Yield | 5.1% | 3.4% | 1.8% | 1.5% | 0.55% | 0.07% | 0.53% | 0.25% | 0.53% | 0.59% | -1.3% | -0.17% | |
| Payout Ratio | 45.5% | 56.6% | 73.7% | 66.5% | 106.7% | 861.6% | 56.7% | · | · | · | · | · | |
| Annual Payout | $479M | $424M | $370M | $307M | $254M | $208M | $83M | · | · | · | · | · |
Conto Economico 16
| 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 | $715M | $703M | $720M | $732M | $699M | $664M | $694M | $668M | $660M | $658M | $675M | $683M | $678M | $676M | $686M | $676M | |
| Cost of Revenue | $42M | $39M | $45M | $63M | $54M | $38M | $36M | $32M | $27M | $23M | $25M | $31M | $39M | $44M | $57M | $66M | |
| Gross Profit | $539M | $532M | $544M | $543M | $527M | $511M | $542M | $517M | $519M | $520M | $531M | $533M | $524M | $511M | $514M | $498M | |
| SG&A Expense | $78M | $71M | $74M | $66M | $71M | $66M | $68M | $60M | $62M | $69M | $68M | $65M | $63M | $72M | $71M | $66M | |
| Operating Expenses | $363M | $361M | $421M | $358M | $364M | $329M | $311M | $292M | $306M | $335M | $465M | $434M | $437M | $451M | $451M | $433M | |
| Operating Income | $352M | $343M | $299M | $374M | $335M | $335M | $382M | $376M | $354M | $323M | $210M | $249M | $241M | $224M | $235M | $243M | |
| Interest Income | $6M | $5M | $7M | $6M | $8M | $11M | $21M | $7M | $7M | $7M | $6M | $5M | $5M | $3M | $3M | $3M | |
| Other Non-op | $10M | $23M | $254M | $36M | $44M | $32M | $-125M | $24M | $-105M | $-45M | $33M | $-48M | $41M | $38M | $8M | $-40M | |
| Pretax Income | $232M | $236M | $432M | $289M | $261M | $260M | $156M | $298M | $147M | $171M | $138M | $93M | $173M | $144M | $129M | $103M | |
| Income Tax | $36M | $51M | $62M | $49M | $35M | $42M | $-23M | $42M | $-12M | $17M | $29M | $8M | $-29M | $44M | $26M | $3M | |
| Net Income | $199M | $185M | $370M | $237M | $226M | $221M | $174M | $259M | $163M | $155M | $110M | $87M | $204M | $101M | $103M | $100M | |
| EPS (Basic) | $1.87 | $1.75 | $3.48 | $2.21 | $2.10 | $2.05 | $1.61 | $2.41 | $1.52 | $1.43 | $1.01 | $0.81 | $1.88 | $0.94 | $0.95 | $0.93 | |
| EPS (Diluted) | $1.87 | $1.74 | $3.47 | $2.20 | $2.09 | $2.04 | $1.61 | $2.40 | $1.51 | $1.42 | $1.01 | $0.80 | $1.87 | $0.93 | $0.95 | $0.91 | |
| Shares (Basic) | 106,073,000 | 105,815,000 | -215,325,000 | 107,257,000 | 107,531,000 | 107,744,000 | -215,406,000 | 107,486,000 | 107,462,000 | 108,102,000 | -216,656,000 | 108,373,000 | 108,355,000 | 108,132,000 | -215,895,000 | 107,916,000 | |
| Shares (Diluted) | 106,264,000 | 106,111,000 | -215,963,000 | 107,559,000 | 107,797,000 | 108,140,000 | -216,137,000 | 107,922,000 | 107,679,000 | 108,616,000 | -218,139,000 | 108,891,000 | 108,884,000 | 109,271,000 | -218,863,000 | 109,358,000 | |
| EBITDA | $433M | $424M | · | $451M | $405M | $400M | · | $439M | $419M | $400M | · | $429M | $423M | $407M | · | $417M |
Stato Patrimoniale 26
| 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 | $327M | $269M | $265M | $430M | $275M | $636M | $190M | $186M | $221M | $240M | $209M | $191M | $179M | $153M | $144M | $201M | |
| Short-term Investments | $29M | $112M | $7M | $800.0K | $2M | $66M | $255M | $16M | $30M | $2M | · | $1M | $22M | $2M | · | $21M | |
| Receivables | $176M | $161M | $171M | $158M | $140M | $130M | $146M | $111M | $89M | $127M | · | $158M | $160M | $183M | · | $117M | |
| Prepaid Expense | $188M | $255M | $142M | $144M | $41M | $117M | $417M | $67M | $73M | $44M | · | $46M | $65M | $40M | · | $55M | |
| Other Current Assets | $48M | $38M | $35M | $18M | $21M | $25M | $23M | $21M | $18M | $23M | · | $21M | $24M | $24M | · | $22M | |
| Current Assets | $745M | $767M | $773M | $813M | $524M | $933M | $1.98B | $450M | $460M | $448M | · | $460M | $519M | $472M | · | $530M | |
| PP&E (Net) | $3.45B | $3.42B | $3.40B | $3.30B | $3.26B | $2.82B | $2.79B | $2.78B | $2.72B | $2.71B | · | $2.70B | $2.71B | $2.71B | · | $2.66B | |
| PP&E (Gross) | $7.88B | $7.81B | $7.76B | $7.63B | $7.60B | $7.13B | $7.07B | $7.07B | $6.98B | $6.97B | · | $6.88B | $6.83B | $6.75B | · | $6.56B | |
| Accum. Depreciation | $4.43B | $4.39B | $4.36B | $4.33B | $4.34B | $4.31B | $4.28B | $4.28B | $4.26B | $4.26B | · | $4.18B | $4.12B | $4.04B | · | $3.90B | |
| Intangibles | $2.87B | $2.88B | $2.88B | $2.73B | $2.58B | $2.40B | $2.39B | $2.49B | $2.31B | $2.40B | · | $2.52B | $2.63B | $2.69B | · | $2.70B | |
| Other Non-current Assets | $653M | $646M | $652M | $642M | $642M | $618M | $657M | $773M | $786M | $807M | · | $845M | $855M | $771M | · | $744M | |
| Total Assets | $11.74B | $11.72B | $11.58B | $11.26B | $10.77B | $10.44B | $11.42B | $10.20B | $9.79B | $10.00B | · | $10.33B | $10.60B | $10.54B | · | $9.95B | |
| Accounts Payable | $70M | $64M | $73M | $220M | $61M | $65M | $60M | $54M | $51M | $46M | · | $47M | $47M | $54M | · | $51M | |
| Accrued Liabilities | $89M | $85M | $94M | $98M | $86M | $75M | $82M | $89M | $76M | $77M | · | $93M | $84M | $93M | · | $96M | |
| Current Liabilities | $4.34B | $3.35B | $2.68B | $1.61B | $1.43B | $1.34B | $1.80B | $668M | $2.46B | $2.41B | · | $663M | $738M | $639M | · | $1.34B | |
| Capital Leases | · | · | $2.11B | · | · | · | $1.90B | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $627M | $613M | $588M | $554M | $466M | $406M | $368M | $432M | $374M | $411M | · | $332M | $331M | $303M | · | $221M | |
| Long-term Debt | $12.73B | $12.96B | $12.90B | $12.71B | $12.51B | $12.43B | $13.59B | $12.32B | $12.28B | $12.36B | · | $12.52B | $12.60B | $12.82B | · | $12.36B | |
| Total Debt | $12.73B | $12.96B | · | $12.71B | $12.51B | $12.43B | · | $12.32B | $12.28B | $12.36B | · | $12.52B | $12.60B | $12.82B | · | $12.36B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $3.11B | $3.08B | $3.06B | $3.04B | $3.02B | $2.99B | $2.98B | $2.94B | $2.93B | $2.92B | · | $2.85B | $2.82B | $2.80B | · | $2.76B | |
| Retained Earnings | $-7.14B | $-7.20B | $-7.25B | $-7.28B | $-7.25B | $-7.23B | $-7.33B | $-7.39B | $-7.55B | $-7.51B | · | $-7.42B | $-7.36B | $-7.47B | · | $-7.51B | |
| AOCI | $-608M | $-637M | $-664M | $-688M | $-712M | $-737M | $-760M | $-724M | $-702M | $-630M | · | $-594M | $-556M | $-596M | · | $-614M | |
| Stockholders' Equity | $-4.63B | $-4.75B | $-4.85B | $-4.93B | $-4.94B | $-4.97B | $-5.11B | $-5.17B | $-5.32B | $-5.22B | $-5.17B | $-5.17B | $-5.09B | $-5.27B | $-5.28B | $-5.36B | |
| Liabilities + Equity | $11.74B | $11.72B | $11.58B | $11.26B | $10.77B | $10.44B | $11.42B | $10.20B | $9.79B | $10.00B | · | $10.33B | $10.60B | $10.54B | · | $9.95B | |
| Shares Outstanding | 106,088,000 | 106,063,000 | 105,666,000 | 106,773,000 | 107,487,000 | 108,028,000 | 107,561,000 | 107,506,000 | 107,471,000 | 107,880,000 | · | 108,120,000 | 108,381,000 | 108,326,000 | · | 107,964,000 |
Flusso di cassa 14
| 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 | $81M | $81M | $80M | $77M | $70M | $65M | $65M | $64M | $64M | $77M | $171M | $181M | $182M | $182M | $183M | $174M | |
| Stock-based Comp | $27M | $19M | $19M | $19M | $22M | $16M | $18M | $16M | $19M | $21M | $22M | $21M | $18M | $26M | $26M | $25M | |
| Deferred Tax | $11M | $25M | $10M | $33M | $26M | $36M | $-30M | $30M | $-21M | $8M | $6M | $-1M | $-37M | $36M | $17M | $-7M | |
| Amort. of Intangibles | $35M | $34M | $32M | $30M | $27M | $27M | $27M | $26M | $26M | $27M | $94M | $100M | $101M | $102M | $103M | $100M | |
| Other Non-cash | · | $-55M | · | · | · | $-36M | · | · | · | $33M | · | · | · | $-35M | · | · | |
| Operating Cash Flow | $407M | $255M | $304M | $318M | $368M | $301M | $310M | $305M | $426M | $294M | $433M | $314M | $487M | $311M | $289M | $332M | |
| CapEx | $62M | $48M | $63M | $60M | $56M | $46M | $56M | $65M | $50M | $58M | $63M | $61M | $63M | $49M | $66M | $57M | |
| Investing Cash Flow | $-14M | $-297M | $-181M | $-78M | $-581M | $238M | $-329M | $-274M | $-121M | $-85M | $-106M | $-104M | $-112M | $-147M | $-802M | $-106M | |
| Stock Repurchased | · | · | $216M | $151M | · | · | $0 | $0 | $94M | $106M | $46M | · | · | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $-106M | · | · | · | · | · | · | |
| Dividends Paid | $133M | $135M | $118M | $119M | $119M | $122M | $105M | $105M | $105M | $108M | $92M | $92M | $92M | $94M | $77M | $77M | |
| Financing Cash Flow | $-367M | $-70M | $-143M | $-80M | $-158M | $-1.28B | $1.18B | $-66M | $-277M | $-191M | $-312M | $-231M | $-314M | $-161M | $431M | $-190M | |
| Net Change in Cash | $28M | $-105M | $-28M | $165M | $-364M | $-737M | $1.15B | $-32M | $19M | $13M | $19M | $-23M | $62M | $4M | $-91M | $29M | |
| Free Cash Flow | · | $207M | · | · | · | $255M | · | · | · | $237M | · | · | · | $262M | · | · |
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 | 75.4% | 75.6% | · | 74.1% | 75.4% | 76.9% | · | 77.5% | 78.6% | 79.0% | · | 78.1% | 77.3% | 75.7% | · | 73.7% | |
| Operating Margin | 49.2% | 48.7% | · | 51.1% | 47.9% | 50.4% | · | 56.3% | 53.7% | 49.1% | · | 36.4% | 35.5% | 33.2% | · | 36.0% | |
| Net Margin | 27.8% | 26.3% | · | 32.3% | 32.3% | 33.2% | · | 38.7% | 24.6% | 23.5% | · | 12.8% | 30.0% | 15.0% | · | 14.8% | |
| Pretax Margin | 32.5% | 33.6% | · | 39.5% | 37.3% | 39.1% | · | 44.7% | 22.3% | 26.1% | · | 13.7% | 25.5% | 21.3% | · | 15.2% | |
| EBITDA Margin | 60.6% | 60.3% | · | 61.6% | 57.9% | 60.2% | · | 65.8% | 63.4% | 60.8% | · | 62.9% | 62.4% | 60.2% | · | 61.7% | |
| ROA | 1.8% | 1.7% | · | 2.2% | 2.2% | 2.2% | · | 2.5% | 1.6% | 1.5% | · | 0.86% | 2.0% | 0.98% | · | 1.0% | |
| ROE | -4.2% | -3.8% | · | -4.7% | -4.4% | -4.3% | · | -5.0% | -3.1% | -2.9% | · | -1.7% | -3.9% | -1.9% | · | -1.9% | |
| ROIC | 3.7% | 3.3% | · | 4.0% | 3.8% | 3.8% | · | 4.5% | 5.5% | 4.1% | · | 3.1% | 3.8% | 2.1% | · | 3.4% |
Liquidità e Solvibilità 4
| 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 | 0.2 | 0.2 | · | 0.5 | 0.4 | 0.7 | · | 0.7 | 0.2 | 0.2 | · | 0.7 | 0.7 | 0.7 | · | 0.4 | |
| Quick Ratio | 0.1 | 0.2 | · | 0.4 | 0.3 | 0.6 | · | 0.5 | 0.1 | 0.2 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| Debt / Equity | -2.7 | -2.7 | · | -2.6 | -2.5 | -2.5 | · | -2.4 | -2.3 | -2.4 | · | -2.4 | -2.5 | -2.4 | · | -2.3 | |
| LT Debt / Equity | -2.0 | -2.2 | · | -2.4 | -2.4 | -2.3 | · | -2.4 | -2.0 | -2.0 | · | -2.4 | -2.5 | -2.4 | · | -2.2 |
Efficienza 2
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 4.5 | 4.8 | · | 5.4 | 6.1 | 5.2 | · | 5.0 | 5.3 | 4.2 | · | 5.0 | 4.9 | 4.4 | · | 7.0 |
Valutazione (TTM) 14
| 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 | $2.87B | $2.85B | · | $2.79B | $2.72B | $2.69B | · | $2.66B | $2.68B | $2.69B | · | $2.72B | $2.72B | $2.69B | · | $2.54B | |
| Net Income TTM | $991M | $1.02B | · | $857M | $879M | $816M | · | $685M | $514M | $555M | · | $496M | $508M | $374M | · | $407M | |
| Market Cap | $18.72B | $18.25B | · | $20.64B | $25.24B | $23.77B | · | $25.88B | $21.10B | $23.38B | · | $21.64B | $25.12B | $28.28B | · | $30.73B | |
| Enterprise Value | $31.09B | $30.83B | · | $32.92B | $37.48B | $35.49B | · | $37.99B | $33.13B | $35.49B | · | $33.97B | $37.51B | $40.95B | · | $42.87B | |
| P/E | 19.0 | 18.1 | · | 24.4 | 28.9 | 29.1 | · | 38.0 | 41.4 | 42.5 | · | 44.1 | 49.8 | 76.3 | · | 76.7 | |
| P/S | 6.5 | 6.4 | · | 7.4 | 9.3 | 8.8 | · | 9.7 | 7.9 | 8.7 | · | 7.9 | 9.2 | 10.5 | · | 12.1 | |
| P/B | -4.0 | -3.8 | · | -4.2 | -5.1 | -4.8 | · | -5.0 | -4.0 | -4.5 | · | -4.2 | -4.9 | -5.4 | · | -5.7 | |
| P / Cash Flow | · | 71.6 | · | · | · | 78.9 | · | · | · | 79.4 | · | · | · | 90.9 | · | · | |
| P / FCF | · | 88.3 | · | · | · | 93.2 | · | · | · | 98.8 | · | · | · | 107.9 | · | · | |
| EV / EBITDA | 71.8 | 72.7 | · | 73.0 | 92.6 | 88.7 | · | 86.5 | 79.1 | 88.7 | · | 79.1 | 88.7 | 100.7 | · | 102.8 | |
| EV / FCF | · | 149.2 | · | · | · | 139.2 | · | · | · | 150.0 | · | · | · | 156.3 | · | · | |
| EV / Revenue | 10.8 | 10.8 | · | 11.8 | 13.8 | 13.2 | · | 14.3 | 12.4 | 13.2 | · | 12.5 | 13.8 | 15.2 | · | 16.9 | |
| Earnings Yield | 5.3% | 5.5% | · | 4.1% | 3.5% | 3.4% | · | 2.6% | 2.4% | 2.4% | · | 2.3% | 2.0% | 1.3% | · | 1.3% | |
| Payout Ratio | · | 73.2% | · | · | · | 55.4% | · | · | · | 70.0% | · | · | · | 92.8% | · | · |
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 | $2.82B | $2.68B | $2.71B | $2.63B | $2.31B |
| Margine Lordo % | 75.5% | 78.3% | 77.4% | 74.6% | 76.4% |
| Margine Operativo % | 47.7% | 53.6% | 34.1% | 35.1% | 33.9% |
| Utile netto | $1.05B | $750M | $502M | $461M | $238M |
| EPS Diluito | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | -2.7 | -2.7 | -2.4 | -2.4 | -2.3 |
| Rapporto corrente | 0.3 | 1.1 | 0.4 | 0.7 | 1.0 |
| Quick Ratio | 0.2 | 0.3 | 0.3 | 0.5 | 0.8 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $1.07B | $1.11B | $1.31B | $1.07B | $1.06B |
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Proprietari istituzionali (13F) 744 filer · $12.5B 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.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 91 (-18 vs trimestre precedente) | 65 (-30 vs trimestre precedente) | 251 (+39 vs trimestre precedente) | 225 (-22 vs trimestre precedente) | +2.0M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| Dodge & Cox | $2.174.561.401 | 12.323.254 | 17,40% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.732.318.231 | 9.817.059 | 13,86% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.224.098.079 | 6.936.972 | 9,80% | Azioni |
| STATE STREET CORP | $903.345.325 | 5.119.264 | 7,23% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $495.816.641 | 2.821.070 | 3,97% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $301.789.833 | 1.710.245 | 2,42% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $276.754.041 | 1.568.367 | 2,21% | Azioni |
| NORGES BANK | $261.810.879 | 1.483.684 | 2,10% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $261.561.482 | 1.482.271 | 2,09% | Azioni |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $228.366.591 | 1.294.155 | 1,83% | Azioni |
| CITADEL ADVISORS LLC | $213.326.729 | 1.208.924 | 1,71% | Azioni |
| Alyeska Investment Group, L.P. | $175.058.378 | 992.057 | 1,40% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $160.195.329 | 907.828 | 1,28% | Azioni |
| Long Pond Capital, LP | $158.587.249 | 898.715 | 1,27% | Azioni |
| FMR LLC | $154.090.918 | 873.234 | 1,23% | Azioni |
| EARNEST PARTNERS LLC | $135.516.516 | 767.973 | 1,08% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $123.469.238 | 699.701 | 0,99% | Azioni |
| NORDEA INVESTMENT MANAGEMENT AB | $111.874.471 | 636.917 | 0,90% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $105.071.695 | 595.442 | 0,84% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $101.896.827 | 577.450 | 0,82% | Azioni |
| Permit Capital, LLC | $101.519.556 | 575.312 | 0,81% | Azioni |
| ATLAS Infrastructure Partners (UK) Ltd. | $93.951.186 | 532.422 | 0,75% | Azioni |
| Long Pond Capital, LP | $86.465.400 | 490.000 | 0,69% | Opzione Call |
| RUSH ISLAND MANAGEMENT, LP | $80.516.933 | 456.290 | 0,64% | Azioni |
| Woodline Partners LP | $65.648.767 | 372.032 | 0,53% | Azioni |
| GRS Advisors, LLC | $65.090.624 | 368.869 | 0,52% | Azioni |
| Quantinno Capital Management LP | $61.494.759 | 348.491 | 0,49% | Azioni |
| CI INVESTMENTS INC. | $61.196.504 | 346.801 | 0,49% | Azioni |
| GOLDMAN SACHS GROUP INC | $60.418.201 | 342.390 | 0,48% | Azioni |
| REAVES W H & CO INC | $56.901.997 | 322.464 | 0,46% | Azioni |
| Legal & General Group Plc | $53.149.928 | 301.201 | 0,43% | Azioni |
| Swiss National Bank | $52.638.018 | 298.300 | 0,42% | Azioni |
| AMERIPRISE FINANCIAL INC | $49.917.991 | 282.872 | 0,40% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $46.870.070 | 265.613 | 0,38% | Azioni |
| Mitsubishi UFJ Asset Management Co., Ltd. | $46.487.152 | 263.443 | 0,37% | Azioni |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $44.821.016 | 254.001 | 0,36% | Azioni |
| BANK OF AMERICA CORP /DE/ | $41.023.597 | 232.481 | 0,33% | Azioni |
| RHUMBLINE ADVISERS | $40.909.847 | 231.837 | 0,33% | Azioni |
| Vanguard Global Advisers, LLC | $40.318.287 | 228.484 | 0,32% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $36.248.413 | 205.420 | 0,29% | Azioni |
| Jain Global LLC | $34.752.385 | 196.942 | 0,28% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $34.645.152 | 196.334 | 0,28% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $33.873.085 | 191.959 | 0,27% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $33.815.206 | 191.631 | 0,27% | Azioni |
| VANGUARD GROUP INC | $33.663.203 | 174.033 | 0,27% | Azioni |
| BlackRock, Inc. | $33.583.338 | 190.317 | 0,27% | Azioni |
| Qube Research & Technologies Ltd | $33.338.588 | 188.930 | 0,27% | Azioni |
| Clearbridge Investments, LLC | $32.767.884 | 185.696 | 0,26% | Azioni |
| Ilex Capital Partners (UK) LLP | $30.701.570 | 173.986 | 0,25% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29.324.102 | 170.380 | 0,23% | Azioni |
| BOOTHBAY FUND MANAGEMENT, LLC | $29.287.949 | 165.975 | 0,23% | Azioni |
| SORA INVESTORS LLC | $26.115.198 | 147.995 | 0,21% | Azioni |
| Nuveen Asset Management, LLC | $25.838.987 | 126.786 | 0,21% | Azioni |
| Kodai Capital Management LP | $25.777.692 | 117.166 | 0,21% | Azioni |
| California Public Employees Retirement System | $24.495.295 | 138.815 | 0,20% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $23.167.418 | 131.116 | 0,19% | Azioni |
| BARCLAYS PLC | $22.743.577 | 128.888 | 0,18% | Azioni |
| Partners Group Holding AG | $22.422.596 | 127.069 | 0,18% | Azioni |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $21.746.577 | 123.238 | 0,17% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.945.802 | 118.700 | 0,17% | Opzione Put |
| Magellan Asset Management Ltd | $20.462.831 | 115.963 | 0,16% | Azioni |
| Benchstone Capital Management LP | $20.091.030 | 113.856 | 0,16% | Azioni |
| UniSuper Management Pty Ltd | $19.355.721 | 109.689 | 0,15% | Azioni |
| Skylands Capital, LLC | $19.212.965 | 108.880 | 0,15% | Azioni |
| Vanguard Investments Australia, Ltd. | $19.106.912 | 108.279 | 0,15% | Azioni |
| Maryland State Retirement & Pension System | $18.666.821 | 105.785 | 0,15% | Azioni |
| TUDOR INVESTMENT CORP ET AL | $18.337.900 | 103.921 | 0,15% | Azioni |
| AVIVA PLC | $18.316.372 | 103.799 | 0,15% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $18.167.091 | 102.953 | 0,15% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $18.080.146 | 98.390 | 0,14% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $18.059.502 | 104.930 | 0,14% | Azioni |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $17.845.047 | 101.128 | 0,14% | Azioni |
| OMERS ADMINISTRATION Corp | $16.012.157 | 90.741 | 0,13% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15.892.341 | 90.062 | 0,13% | Azioni |
| LAZARD ASSET MANAGEMENT LLC | $15.862.342 | 89.892 | 0,13% | Azioni |
| TORONTO DOMINION BANK | $15.469.895 | 87.668 | 0,12% | Azioni |
| Swedbank AB | $15.283.376 | 86.611 | 0,12% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.931.869 | 84.619 | 0,12% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.628.534 | 82.900 | 0,12% | Opzione Call |
| Retirement Systems of Alabama | $14.416.782 | 81.700 | 0,12% | Azioni |
| Moran Wealth Management, LLC | $13.979.161 | 79.220 | 0,11% | Azioni |
| TWO SIGMA ADVISERS, LP | $13.810.902 | 71.400 | 0,11% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $13.513.483 | 76.581 | 0,11% | Azioni |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $13.077.451 | 74.110 | 0,10% | Azioni |
| Nuveen, LLC | $12.816.290 | 72.630 | 0,10% | Azioni |
| FIRST TRUST ADVISORS LP | $12.566.888 | 71.217 | 0,10% | Azioni |
| Hudson Bay Capital Management LP | $12.440.430 | 70.500 | 0,10% | Azioni |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $12.424.372 | 70.409 | 0,10% | Azioni |
| BANK OF MONTREAL /CAN/ | $12.271.558 | 69.543 | 0,10% | Azioni |
| STEADFAST CAPITAL MANAGEMENT LP | $11.822.820 | 67.000 | 0,09% | Azioni |
| Pictet Asset Management Holding SA | $11.580.717 | 65.628 | 0,09% | Azioni |
| Verition Fund Management LLC | $11.575.247 | 65.597 | 0,09% | Azioni |
| Aberdeen Group plc | $11.531.308 | 65.348 | 0,09% | Azioni |
| APG Asset Management N.V. | $11.448.524 | 74.176 | 0,09% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $11.238.561 | 63.689 | 0,09% | Azioni |
| Walleye Capital LLC | $11.140.802 | 63.135 | 0,09% | Azioni |
| AVENIR CORP | $10.936.814 | 61.979 | 0,09% | Azioni |
| MACQUARIE GROUP LTD | $10.869.936 | 61.600 | 0,09% | Azioni |
| NATIXIS | $10.733.709 | 60.828 | 0,09% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.710.233 | 62.229 | 0,09% | Azioni |
Insider aziendali 31 insider · 12 dirigenti · 14 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Marc Montagner | EVP - CHIEF FINANCIAL OFFICER | 17 Ottobre 2024 M | 1.065 | 0 | 0 | $0 |
| Anthony J Macaione | Senior Vice President and CFO | 10 Settembre 2008 M | 43.875 | 0 | 0 | $0 |
| Donald Day | EVP - SITE LEASING | 01 Agosto 2026 M | 9.992 | 0 | 0 | $0 |
| Mark R Ciarfella | EVP - OPERATIONS | 09 Dicembre 2024 M | 33.588 | 0 | 0 | $0 |
| Richard M Cane | EVP; PRES. - INTERNATIONAL | 06 Marzo 2024 A | 3.767 | 0 | 0 | $0 |
| Joshua Koenig | EXECUTIVE VP/GENERAL COUNSEL | 06 Marzo 2024 A | 6.659 | 0 | 0 | $0 |
| Brian D Lazarus | SVP & CHIEF ACCOUNTING OFFICER | 06 Marzo 2024 A | 21.250 | 0 | 0 | $0 |
| Jason V Silberstein | EVP - SITE LEASING | 06 Marzo 2024 A | 43.446 | 0 | 0 | $0 |
| Dipan D Patel | EVP Tech., Strat. & New Bus. | 06 Marzo 2023 A | 6.540 | 0 | 0 | $0 |
| Kurt L Bagwell | EVP; Pres. - International | 09 Marzo 2022 S | 29.529 | 0 | 0 | $0 |
| Thomas P Hunt | Executive VP/General Counsel | 04 Marzo 2022 A | 122.743 | 0 | 0 | $0 |
| Pamela J Kline | VP-Capital Markets & Treasurer | 11 Febbraio 2004 A | — | 0 | 0 | $0 |
| George R Krouse Jr | Direttore | 17 Agosto 2026 S | 8.512 | 0 | 1 | $-54.801 |
| Kevin L Beebe | Direttore | 22 Maggio 2026 A | 16.644 | 0 | 0 | $0 |
| Jeffrey Stoops | Direttore | 22 Maggio 2026 A | 141.465 | 0 | 0 | $0 |
| BERNSTEIN STEVEN E | Direttore | 22 Maggio 2026 A | 7.140 | 0 | 0 | $0 |
| Laurie Bowen | Direttore | 23 Maggio 2024 A | 156 | 0 | 0 | $0 |
| Amy E Wilson | Direttore | 23 Maggio 2024 A | 247 | 0 | 0 | $0 |
| Jay Lecoryelle Johnson | Direttore | 23 Maggio 2024 A | 378 | 0 | 0 | $0 |
| Mary S Chan | Direttore | 23 Maggio 2024 A | 5.131 | 0 | 0 | $0 |
| Fidelma Russo | Direttore | 01 Maggio 2023 M | 703 | 0 | 0 | $0 |
| Duncan Cocroft | Direttore | 01 Maggio 2023 M | 65.842 | 0 | 0 | $0 |
| Brian C Carr | Direttore | 01 Maggio 2021 M | 573 | 0 | 0 | $0 |
| Steven E Nielsen | Direttore | 12 Marzo 2009 M | 10.000 | 0 | 0 | $0 |
| Philip L Hawkins | Direttore | 10 Marzo 2009 M | 3.000 | 0 | 0 | $0 |
| Donald B Hebb JR | Direttore | 30 Luglio 2004 A | — | 0 | 0 | $0 |
| AAT Holdings, LLC | Proprietario del 10% | 30 Maggio 2006 S | 6.512.686 | 0 | 0 | $0 |
| Jack Langer | — | 22 Maggio 2026 A | 8.704 | 0 | 0 | $0 |
| Brendan Thomas Cavanagh | — | 05 Marzo 2026 A | 63.782 | 0 | 0 | $0 |
| John F Fiedor | — | 09 Giugno 2004 M | 0 | 0 | 0 | $0 |
| Richard W Miller | — | 06 Maggio 2004 A | — | 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 |
|---|---|---|---|---|---|
| Richard B. Worley Not Applicable, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital Gp, Inc. 043713287 ×3 depositi | 24 Febbraio 2004 | — | Deposito iniziale | Investimento passivo | SEC |
| Richard B. Worley S.S. or, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or ×3 depositi | 22 Dicembre 2003 | — | Deposito iniziale | Investimento passivo | SEC |
| Richard B. Worley, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital GP, Inc. 043713287 | 28 Febbraio 2003 | — | Deposito iniziale | Investimento passivo | SEC |
| Richard B. Worley S.S or I.R.S Identification No. of Above Person: Not Applicable, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or | 18 Febbraio 2003 | — | Deposito iniziale | Investimento passivo | 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 168 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 |
|---|---|---|---|---|
| LPRE · Exchange Listed Funds Trust | 5,45% | 42.002 NS | 31 Maggio 2026 | N-PORT |
| IDGT · iShares Trust | 5,06% | 147.702 SH | 19 Agosto 2026 | Giornaliero |
| REAI · Tidal Trust I | 4,91% | 239 NS | 30 Aprile 2026 | N-PORT |
| SRVR · Pacer Funds Trust | 4,86% | 86.875 NS | 30 Aprile 2026 | N-PORT |
| TMFM · RBB Fund, Inc. | 4,49% | 25.794 NS | 31 Maggio 2026 | N-PORT |
| IRET · Tidal Trust II | 3,81% | 456 NS | 30 Aprile 2026 | N-PORT |
| DTCR · Global X Funds | 3,62% | 382.444 NS | 31 Maggio 2026 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 2,99% | 16.147 | 19 Agosto 2026 | Giornaliero |
| RNTY · Tidal Trust II | 2,66% | 612 NS | 30 Aprile 2026 | N-PORT |
| RDOG · ALPS ETF Trust | 2,15% | 1.185 NS | 31 Maggio 2026 | N-PORT |
| ICF · iShares Trust | 2,10% | 242.174 SH | 19 Agosto 2026 | Giornaliero |
| DFAR · Dimensional ETF Trust | 1,80% | 137.276 NS | 30 Aprile 2026 | N-PORT |
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,70% | 39.553 NS | 31 Maggio 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1,64% | 3.484 NS | 30 Aprile 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 1,64% | 1.103 NS | 30 Aprile 2026 | N-PORT |
| URE · ProShares Trust | 1,59% | 4.390 NS | 31 Maggio 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 1,57% | 102.132 NS | 30 Aprile 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 1,53% | 753.739 NS | 31 Maggio 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,48% | 311 NS | 30 Aprile 2026 | N-PORT |
| IYR · iShares Trust | 1,40% | 351.599 SH | 19 Agosto 2026 | Giornaliero |
| TMFG · RBB Fund, Inc. | 1,22% | 21.376 NS | 31 Maggio 2026 | N-PORT |
| DFGR · Dimensional ETF Trust | 1,20% | 189.608 NS | 30 Aprile 2026 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 1,19% | 47.520 NS | 31 Maggio 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,07% | 217 NS | 30 Aprile 2026 | N-PORT |
| TOLZ · ProShares Trust | 0,99% | 8.535 NS | 31 Maggio 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,99% | 4.026.541 SH | 19 Agosto 2026 | Giornaliero |
| CZA · Invesco Exchange-Traded Fund Trust | 0,98% | 10.202 | 19 Agosto 2026 | Giornaliero |
| IQRA · New York Life Investments Active ET… | 0,91% | 283 NS | 30 Aprile 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,70% | 3.302 NS | 31 Maggio 2026 | N-PORT |
| PABU · iShares Trust | 0,58% | 80.272 SH | 19 Agosto 2026 | Giornaliero |
| SOVF · Elevation Series Trust | 0,56% | 2.403 NS | 30 Aprile 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,55% | 10.697 NS | 30 Aprile 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,53% | 662.000 | 19 Agosto 2026 | Giornaliero |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,45% | 4.169 NS | 31 Maggio 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,41% | 812.542 SH | 19 Agosto 2026 | Giornaliero |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,36% | 9.779.000 | 19 Agosto 2026 | Giornaliero |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,34% | 10.354.000 | 19 Agosto 2026 | Giornaliero |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,33% | 15.421.000 | 19 Agosto 2026 | Giornaliero |
| NFRA · FlexShares Trust | 0,31% | 43.616 NS | 30 Aprile 2026 | N-PORT |
| ESLG · Strategy Shares | 0,31% | 270 NS | 30 Aprile 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,28% | 3.544 NS | 30 Aprile 2026 | N-PORT |
| EVUS · iShares Trust | 0,24% | 5.012 SH | 19 Agosto 2026 | Giornaliero |
| LGDX · Tidal Trust III | 0,22% | 1.352 NS | 30 Aprile 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,20% | 1.810 | 19 Agosto 2026 | Giornaliero |
| IWS · iShares Trust | 0,18% | 158.518 SH | 19 Agosto 2026 | Giornaliero |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 15.857 NS | 31 Maggio 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,18% | 2.298.375 SH | 19 Agosto 2026 | Giornaliero |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 32.062 NS | 30 Aprile 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,16% | 898.305 | 19 Agosto 2026 | Giornaliero |
| SIZE · iShares Trust | 0,16% | 3.896 SH | 19 Agosto 2026 | Giornaliero |