SGC Superior Group of Companies, Inc. - Common Stock

NASDAQ · Textiles, Apparel & Luxury Goods · Visualizza su SEC EDGAR ↗
$12,79
Prezzo · Ago 18, 2026
Fondamentali al Ago 4, 2026
Intervallo 52 sett.
$8–$15
71% of range
Rating Analisti
BUY
7 analysts
Prezzo Obiettivo
$18
+41% upside
P/E (TTM)
27.6
ROE
3.6%
Margine di Profitto Netto
1.2%

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

Prezzo
$12.79
Capitalizzazione di Mercato
$200M
P/E (TTM)
27.6
EPS (TTM)
$0.46
Ricavi (TTM)
$566M
Rendimento div.
4.5%
ROE
3.6%
D/E Debito/Patrimonio
0.5
Intervallo 52 sett.
$8 – $15

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

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

Ricavi e Utile Netto $566M
6-point trend, +7.5%
2020-12-31 → 2025-12-31
EPS $0.46
6-point trend, -82.6%
2020-12-31 → 2025-12-31
Flusso di cassa libero $16M
6-point trend, -46.6%
2020-12-31 → 2025-12-31
Margini 1.2%
5-point trend, +4.9%
2020-12-31 → 2025-12-31

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

Metrica
Tendenza 5 anni
SGC
Mediana dei peer
P/E (TTM)
5-point trend, +75.5%
27.6
21.1
P/S (TTM)
5-point trend, -59.2%
0.4
0.5
P/B
5-point trend, -49.3%
1.0
1.2
Price / FCF (Prezzo / FCF)
5-point trend, +101.7%
12.7
—

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

Metrica
Tendenza 5 anni
SGC
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +4.9%
37.6%
51.0%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -77.4%
1.2%
-4.0%
ROA
5-point trend, -74.7%
1.7%
-2.4%
ROE
5-point trend, -72.2%
3.6%
-17.6%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
SGC
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, -5.1%
0.5
—
Current Ratio (Rapporto corrente)
5-point trend, -1.1%
2.7
2.0
Quick Ratio
5-point trend, +13.6%
1.2
—

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

Metrica
Tendenza 5 anni
SGC
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +5.4%
0.09%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +5.4%
-0.73%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +5.4%
1.5%
—
EPS YoY
5-point trend, -74.9%
-37.0%
—
Net Income YoY (Utile Netto YoY)
5-point trend, -76.2%
-41.7%
—

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

Metrica
Tendenza 5 anni
SGC
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -74.9%
$0.46
—

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

Metrica
Tendenza 5 anni
SGC
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +417.5%
127.2%
—

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
4.5%
Rapporto di Distribuzione Utili
127.2%
CAGR Dividendi 5Y
—
Data ex-dividendoImporto
14 Agosto 2026$0,1400
15 Maggio 2026$0,1400
13 Febbraio 2026$0,1400
14 Novembre 2025$0,1400
18 Agosto 2025$0,1400
19 Maggio 2025$0,1400
18 Febbraio 2025$0,1400
13 Novembre 2024$0,1400
16 Agosto 2024$0,1400
17 Maggio 2024$0,1400
22 Febbraio 2024$0,1400
21 Novembre 2023$0,1400
24 Agosto 2023$0,1400
18 Maggio 2023$0,1400
13 Febbraio 2023$0,1400
17 Novembre 2022$0,1400
18 Agosto 2022$0,1400
23 Maggio 2022$0,1400
11 Febbraio 2022$0,1200
18 Novembre 2021$0,1200

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

COMPRA 7 analisti
  • Acquisto forte 2 28,6%
  • Compra 4 57,1%
  • Mantieni 1 14,3%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

3 analisti · 2026-08-17
Target mediano $18.00 +40,7%
Target medio $18.00 +40,7%

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

Sorpresa media
-0.02%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.08 $0.10 -0.02%
31 Marzo 2026 $0.06 $0.02 0.04%
31 Dicembre 2025 $0.23 $0.21 0.02%
30 Settembre 2025 $0.18 $0.18 -0.00%
30 Giugno 2025 $0.10 $0.07 0.03%
31 Marzo 2025 $-0.05 $0.12 -0.17%

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
SGC $152M 21.0 0.09% 1.2% 3.6% 37.6%
GIII — 19.0 -7.0% 2.3% 3.9% 39.4%
CRI $1.21B 13.1 1.9% 3.2% 10.3% 45.4%
MOV — 19.5 2.7% 4.0% 5.4% 54.2%
OXM $553M -19.8 -2.6% -1.9% -5.0% 60.8%
FOSL — -2.6 -12.3% — — —
PLBY $212M -14.5 4.1% -10.5% -2863.7% 71.0%
LAKE — -3.5 15.2% — — —
VRA $66M -1.4 -15.4% -17.7% -30.8% 46.4%
VNCE $36M 5.7 2.2% 2.1% 12.8% 49.7%
JRSH $37M 10.7 14.0% 2.1% 5.5% 16.1%

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

Conto Economico 13
Dati annuali Conto Economico per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +124.1% $566M $566M $543M $579M $537M $527M $377M $346M $267M $253M · ·
Cost of Revenue 12-point trend, +177.1% $353M $345M $340M $385M $351M $338M $248M $225M $170M $166M $139M $128M
Gross Profit 12-point trend, +209.7% $213M $221M $204M $193M $186M $189M $129M $122M $96M $87M $71M $69M
SG&A Expense 12-point trend, +293.3% $199M $200M $184M $176M $142M $137M $107M $97M $71M $65M $52M $51M
Operating Expenses 3-point trend, +30.2% · · · · · · · · · $233M $191M $179M
Interest Expense 12-point trend, +962.6% $5M $6M $10M $5M $1M $2M $4M $3M $802.0K $688.0K $519.0K $484.0K
Pretax Income 12-point trend, -53.0% $8M $14M $10M $-38M $33M $51M $15M $21M $25M $20M $19M $18M
Income Tax 12-point trend, -79.8% $1M $2M $997.0K $-6M $4M $10M $3M $4M $10M $5M $6M $6M
Net Income 12-point trend, -38.3% $7M $12M $9M $-32M $29M $41M $12M $17M $15M $15M $13M $11M
EPS (Basic) 12-point trend, -44.7% $0.47 $0.75 $0.55 $-2.03 $1.91 $2.72 $0.81 $1.14 $1.04 $1.04 $0.95 $0.85
EPS (Diluted) 12-point trend, -43.9% $0.46 $0.73 $0.54 $-2.03 $1.83 $2.65 $0.79 $1.10 $0.99 $0.98 $0.90 $0.82
Shares (Basic) 12-point trend, +12.5% 14,966,139 16,008,015 15,968,199 15,764,859 15,438,849 15,075,134 14,945,165 14,937,786 14,510,156 14,082,243 13,761,009 13,298,452
Shares (Diluted) 12-point trend, +10.5% 15,322,094 16,504,384 16,159,308 15,764,859 16,091,070 15,508,420 15,266,408 15,472,133 15,118,768 14,897,489 14,578,644 13,864,698
Stato Patrimoniale 27
Dati annuali Stato Patrimoniale per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +416.6% $24M $19M $20M $18M $9M $5M $9M $5M $8M $4M $1M $5M
Receivables 12-point trend, +273.2% $104M $95M $103M $105M $107M $102M $80M $64M $51M $42M $30M $28M
Inventory 12-point trend, +67.2% $97M $97M $98M $125M $121M $90M $73M $73M $65M $69M $64M $58M
Prepaid Expense 12-point trend, +194.8% $13M $11M $9M $14M $19M $11M $10M $7M $11M $7M $6M $4M
Current Assets 12-point trend, +189.2% $288M $273M $279M $318M $299M $248M $212M $197M $137M $125M $104M $99M
PP&E (Net) 12-point trend, +129.4% $37M $42M $47M $51M $50M $37M $33M $29M $27M $28M $23M $16M
PP&E (Gross) 12-point trend, +110.6% $123M $120M $118M $123M $114M $96M $89M $80M $74M $72M $65M $58M
Accum. Depreciation 12-point trend, +103.3% $86M $78M $71M $71M $64M $59M $56M $51M $48M $45M $42M $42M
Goodwill 12-point trend, -37.5% $3M $2M $0 $0 $39M $36M $36M $34M $16M $11M $4M $4M
Intangibles 8-point trend, -28.7% $47M $51M $51M $56M $60M $59M $63M $66M · · · ·
Other Non-current Assets 12-point trend, +14038.0% $19M $17M $15M $12M $13M $10M $10M $9M $8M $3M $2M $137.0K
Total Assets 12-point trend, +201.6% $422M $415M $422M $457M $470M $394M $359M $335M $219M $197M $152M $140M
Accounts Payable 12-point trend, +398.1% $48M $51M $51M $42M $52M $39M $33M $25M $20M $14M $12M $10M
Current Liabilities 12-point trend, +384.8% $108M $102M $101M $85M $111M $105M $69M $46M $41M $32M $25M $22M
Capital Leases 7-point trend, +233.6% $8M $10M $13M $4M $4M $2M $2M · · · · ·
Deferred Tax 6-point trend, -100.0% · · · $0 $359.0K $450.0K $7M $8M · · · $191.0K
Other Non-current Liabilities 8-point trend, +179.9% $10M $9M $9M $9M $9M $7M $5M $4M · · · ·
Total Liabilities 4-point trend, -13.4% $229M $216M $225M $264M · · · · · · · ·
Long-term Debt 12-point trend, +275.7% $94M $86M $94M $156M $117M $88M $120M $118M $39M $42M $24M $25M
Total Debt 12-point trend, +274.1% $94M $86M $93M $155M $116M $88M $119M $118M $39M $42M $24M $25M
Common Stock 12-point trend, +23.1% $16.0K $16.0K $16.0K $16.0K $16.0K $15.0K $15.0K $15.0K $15.0K $15.0K $14.0K $13.0K
Paid-in Capital 12-point trend, +186.9% $85M $84M $77M $73M $69M $62M $57M $56M $49M $42M $34M $30M
Retained Earnings 12-point trend, +98.6% $113M $120M $122M $123M $164M $142M $108M $103M $83M $74M $65M $57M
AOCI 3-point trend, -105.6% $-5M $-5M $-2M · · · · · · · · ·
Stockholders' Equity 12-point trend, +139.8% $193M $199M $198M $193M $227M $192M $158M $151M $125M $111M $93M $80M
Liabilities + Equity 12-point trend, +201.5% $422M $415M $422M $457M $470M $394M $359M $335M $219M $197M $152M $140M
Shares Outstanding 12-point trend, +16.4% 15,730,615 16,484,921 16,564,712 16,376,683 16,127,505 15,391,660 15,227,604 15,202,387 15,081,947 14,513,207 13,917,465 13,514,566
Flusso di cassa 17
Dati annuali Flusso di cassa per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +221.8% $12M $13M $14M $13M $9M $8M $8M $8M $6M $5M $4M $4M
Stock-based Comp 12-point trend, +274.9% $5M $4M $4M $4M $4M $3M $1M $2M $2M $2M $1M $1M
Deferred Tax 6-point trend, -140600.0% · · · · · · $-1M $-625.0K $4M $-1M $-1M $1.0K
Amort. of Intangibles 12-point trend, +88.9% $4M $4M $5M $5M $4M $4M $4M $4M $2M $2M $2M $2M
Operating Cash Flow 12-point trend, +178.8% $20M $33M $79M $-3M $17M $41M $20M $20M $23M $12M $10M $7M
CapEx 12-point trend, -20.0% $4M $4M $5M $11M $18M $12M $10M $5M $4M $7M $8M $5M
Investing Cash Flow 12-point trend, +17.9% $-4M $-8M $-6M $-17M $-34M $-7M $-10M $-90M $-9M $-23M $-8M $-5M
Debt Issued 10-point trend, -89.1% · · $6M $332M $251M $202M $165M $206M $74M $125M $67M $55M
Net Debt Issued 12-point trend, -363.0% $-6M $-5M $-62M $39M $28M $-32M $2M $79M $-3M $18M $-1M $-1M
Stock Repurchased 9-point trend, +1319.6% $10M $7M $0 $0 $0 $500.0K $2M $3M · $714.0K · ·
Net Stock Activity 8-point trend, -1319.6% $-10M $-7M · $0 $0 $-500.0K $-2M $-3M · $-714.0K · ·
Dividends Paid 10-point trend, +89.2% $9M $9M $9M $9M $7M $6M $6M $6M $5M $5M · ·
Financing Cash Flow 12-point trend, -328.0% $-12M $-24M $-72M $29M $21M $-38M $-7M $68M $-9M $13M $-5M $-3M
Net Change in Cash 12-point trend, +774.7% $5M $-1M $2M $9M $4M $-4M $4M $-3M $4M $3M $-4M $-730.0K
Taxes Paid 2-point trend, -29.5% $2M $2M · · · · · · · · · ·
Free Cash Flow 12-point trend, +728.7% $16M $29M $74M $-14M $-616.0K $30M $10M $15M $18M $5M $283.0K $2M
Levered FCF 12-point trend, +617.4% $11M $24M $65M $-18M $-2M $28M $7M $12M $18M $4M $-75.9K $2M
Redditività 5
Dati annuali Redditività per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 7-point trend, +7.0% 37.6% 39.0% · 33.4% 34.6% 35.8% 34.2% 35.1% · · · ·
Net Margin 8-point trend, -74.7% 1.2% 2.1% 1.6% -5.5% 5.5% 7.8% 3.2% 4.9% · · · ·
Pretax Margin 8-point trend, -76.4% 1.5% 2.5% 1.8% -6.6% 6.2% 9.8% 4.1% 6.2% · · · ·
ROA 12-point trend, -79.7% 1.7% 2.9% 2.0% -6.9% 6.6% 10.8% 3.4% 5.1% 7.1% 7.5% 8.6% 8.2%
ROE 12-point trend, -75.6% 3.6% 6.0% 4.5% -16.8% 13.1% 21.9% 7.7% 11.3% 12.8% 14.4% 15.1% 14.9%
Liquidità e Solvibilità 4
Dati annuali Liquidità e Solvibilità per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -40.3% 2.7 2.7 2.8 3.7 2.7 2.4 3.1 4.3 3.3 3.9 4.2 4.5
Quick Ratio 12-point trend, -18.9% 1.2 1.1 1.2 1.4 1.0 1.0 1.3 1.5 1.4 1.4 1.3 1.5
Debt / Equity 12-point trend, +56.0% 0.5 0.4 0.5 0.8 0.5 0.5 0.8 0.8 0.3 0.4 0.3 0.3
LT Debt / Equity 12-point trend, +60.3% 0.5 0.4 0.4 0.8 0.4 0.4 0.7 0.7 0.3 0.3 0.2 0.3
Efficienza 3
Dati annuali Efficienza per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, +30.9% 1.4 1.4 1.2 1.2 1.2 1.4 1.1 1.0 · · · ·
Inventory Turnover 12-point trend, +53.8% 3.6 3.5 3.5 3.1 3.3 4.1 3.4 3.4 2.5 2.5 2.3 2.4
Receivables Turnover 8-point trend, -6.1% 5.7 5.7 5.2 5.5 5.1 5.8 5.2 6.0 · · · ·
Per Azione 7
Dati annuali Per Azione per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +106.0% $12.26 $12.06 $11.93 $11.76 $14.07 $12.45 $10.35 $9.93 $8.29 $7.62 $6.66 $5.95
Revenue / Share 8-point trend, +65.1% $36.95 $34.27 $33.62 $36.72 $33.37 $33.96 $24.68 $22.39 · · · ·
Cash Flow / Share 12-point trend, +160.8% $1.29 $2.03 $4.88 $-0.17 $1.06 $2.67 $1.31 $1.28 $1.50 $0.80 $0.57 $0.49
Cash / Share 12-point trend, +343.9% $1.51 $1.14 $1.20 $1.08 $0.55 $0.34 $0.59 $0.35 $0.54 $0.25 $0.07 $0.34
Dividend / Share 10-point trend, +96.5% $1 $1 $1 $1 $0 $0 $0 $0 $0 · · $0
Dividend Paid / Share 12-point trend, +96.5% $1 $1 $1 $1 $0 $0 $0 $390 $365 $0 $0 $0
EPS (TTM) 12-point trend, -43.9% $0.46 $0.73 $0.54 $-2.03 $1.83 $2.65 $0.79 $1.10 $0.99 $0.98 $0.90 $0.82
Tassi di Crescita 10
Dati annuali Tassi di Crescita per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -95.4% 0.09% 4.1% -6.1% 7.8% 1.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -170.2% -0.73% 1.8% 1.0% · · · · · · · · ·
Revenue CAGR 5Y 1.5% · · · · · · · · · · ·
EPS YoY 3-point trend, -19.6% -37.0% 35.2% · · -30.9% · · · · · · ·
EPS CAGR 3Y 2-point trend, +35.9% · -26.4% -41.1% · · · · · · · · ·
EPS CAGR 5Y -29.5% · · · · · · · · · · ·
Net Income YoY 3-point trend, -47.6% -41.7% 36.8% · · -28.2% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +35.7% · -25.9% -40.2% · · · · · · · · ·
Net Income CAGR 5Y -29.8% · · · · · · · · · · ·
Dividend CAGR 5Y 7.8% · · · · · · · · · · ·
Valutazione (TTM) 16
Dati annuali Valutazione (TTM) per SGC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +188.5% $566M $566M $543M $579M $537M $527M $377M $346M $267M $253M $210M $196M
Net Income TTM 12-point trend, -38.3% $7M $12M $9M $-32M $29M $41M $12M $17M $15M $15M $13M $11M
Market Cap 12-point trend, -23.3% $152M $272M $224M $165M $354M $358M $206M $268M $403M $285M $236M $198M
Enterprise Value 12-point trend, +1.5% $222M $340M $297M $302M $461M $440M $316M $380M $434M $323M $259M $219M
P/E 12-point trend, +17.5% 21.0 22.6 25.0 -5.0 12.0 8.8 17.1 16.0 27.0 20.0 18.9 17.9
P/S 12-point trend, -73.4% 0.3 0.5 0.4 0.3 0.7 0.7 0.5 0.8 1.5 1.1 1.1 1.0
P/B 12-point trend, -68.0% 0.8 1.4 1.1 0.9 1.6 1.9 1.3 1.8 3.2 2.6 2.5 2.5
P / Tangible Book 6-point trend, -71.2% 1.1 1.9 1.5 1.2 2.8 3.7 · · · · · ·
P / Cash Flow 12-point trend, -73.4% 7.7 8.2 2.8 -63.3 20.7 8.6 10.3 13.5 17.7 23.8 28.3 29.0
P / FCF 12-point trend, -90.7% 9.7 9.4 3.0 -12.1 -574.4 12.1 19.9 17.9 21.8 61.8 835.0 104.3
EV / FCF 12-point trend, -87.7% 14.1 11.7 4.0 -22.2 -748.4 14.9 30.6 25.4 23.5 70.2 916.0 115.1
EV / Revenue 12-point trend, -64.8% 0.4 0.6 0.5 0.5 0.9 0.8 0.8 1.1 1.6 1.3 1.2 1.1
Dividend Yield 10-point trend, +254.5% 5.9% 3.4% 4.1% 5.2% 2.1% 1.7% 2.9% 2.2% 1.3% 1.7% · ·
Earnings Yield 12-point trend, -14.9% 4.8% 4.4% 4.0% -20.2% 8.3% 11.4% 5.8% 6.2% 3.7% 5.0% 5.3% 5.6%
Payout Ratio 8-point trend, +270.0% 127.2% 77.3% 104.7% -27.1% 24.6% 14.9% 50.1% 34.4% · · · ·
Annual Payout 10-point trend, +89.2% $9M $9M $9M $9M $7M $6M $6M $6M $5M $5M · ·

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

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $566M$566M$543M$579M$537M
Margine Lordo % 37.6%39.0%—33.4%34.6%
Utile netto $7M$12M$9M$-32M$29M
EPS Diluito $0.46$0.73$0.54$-2.03$1.83
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 0.50.40.50.80.5
Rapporto corrente 2.72.72.83.72.7
Quick Ratio 1.21.11.21.41.0
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $16M$29M$74M$-14M$-616.0K

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Proprietari istituzionali (13F) 112 filer · $63.9M 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
19 (+1 vs trimestre precedente) 9 (0 vs trimestre precedente) 26 (-7 vs trimestre precedente) 34 (+10 vs trimestre precedente) +524K

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 $11.759.076 896.271 18,41% Azioni
North Star Investment Management Corp. $6.999.192 533.475 10,96% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $6.303.228 480.429 9,87% Azioni
AMERICAN CENTURY COMPANIES INC $4.792.172 365.257 7,50% Azioni
NEUBERGER BERMAN GROUP LLC $3.155.697 240.526 4,94% Azioni
GEODE CAPITAL MANAGEMENT, LLC $3.136.910 239.021 4,91% Azioni
STATE STREET CORP $2.550.489 194.397 3,99% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2.252.704 171.700 3,53% Azioni
BlackRock, Inc. $1.842.861 140.462 2,89% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1.312.708 100.054 2,06% Azioni
Empowered Funds, LLC $1.279.777 97.544 2,00% Azioni
TOCQUEVILLE ASSET MANAGEMENT L.P. $1.272.640 97.000 1,99% Azioni
Bank of New York Mellon Corp $1.118.952 85.286 1,75% Azioni
Prescott Group Capital Management, L.L.C. $971.116 74.018 1,52% Azioni
TWO SIGMA INVESTMENTS, LP $966.131 73.638 1,51% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $937.936 71.489 1,47% Azioni
VANGUARD FIDUCIARY TRUST CO $921.942 70.270 1,44% Azioni
GOLDMAN SACHS GROUP INC $766.562 58.427 1,20% Azioni
RENAISSANCE TECHNOLOGIES LLC $699.296 53.300 1,10% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $697.984 53.200 1,09% Azioni
CWC Advisors, LLC. $623.531 47.525 0,98% Azioni
MORGAN STANLEY $537.185 40.944 0,84% Azioni
PERRITT CAPITAL MANAGEMENT INC $504.000 52.066 0,79% Azioni
REDMONT WEALTH ADVISORS LLC $468.812 48.431 0,73% Azioni
HSBC HOLDINGS PLC $443.922 33.939 0,70% Azioni
Daytona Street Capital LLC $387.234 30.000 0,61% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $379.365 28.915 0,59% Azioni
BAILARD, INC. $346.893 26.440 0,54% Azioni
Advisor OS, LLC $344.649 26.269 0,54% Azioni
BARCLAYS PLC $343.074 26.149 0,54% Azioni
CITADEL ADVISORS LLC $329.168 25.089 0,52% Azioni
FIRST MANHATTAN CO. LLC. $319.223 24.331 0,50% Azioni
BANK OF AMERICA CORP /DE/ $312.728 23.836 0,49% Azioni
Bristlecone Value Partners, LLC $256.391 19.542 0,40% Azioni
Prosperity Consulting Group, LLC $249.411 19.010 0,39% Azioni
Apollon Wealth Management, LLC $246.787 18.810 0,39% Azioni
TWO SIGMA ADVISERS, LP $217.800 22.500 0,34% Azioni
MILLENNIUM MANAGEMENT LLC $211.612 16.129 0,33% Azioni
SEI INVESTMENTS CO $207.204 15.793 0,32% Azioni
Nuveen, LLC $207.204 15.793 0,32% Azioni
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $206.364 15.729 0,32% Azioni
NewEdge Advisors, LLC $205.690 15.677 0,32% Azioni
PANAGORA ASSET MANAGEMENT INC $197.430 15.048 0,31% Azioni
Allspring Global Investments Holdings, LLC $185.845 14.165 0,29% Azioni
XTX Topco Ltd $166.007 12.653 0,26% Azioni
CERTIOR FINANCIAL GROUP, LLC $165.009 12.577 0,26% Azioni
HB Wealth Management, LLC $162.478 12.384 0,25% Azioni
Cannon Financial Strategists, Inc. $157.335 11.992 0,25% Azioni
Quadrature Capital Ltd $154.632 11.786 0,24% Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC $145.829 11.115 0,23% Azioni
OCCUDO QUANTITATIVE STRATEGIES LP $137.786 10.502 0,22% Azioni
DEUTSCHE BANK AG\ $136.973 10.440 0,21% Azioni
Nuveen Asset Management, LLC $117.661 7.118 0,18% Azioni
RHUMBLINE ADVISERS $111.866 8.527 0,18% Azioni
WELLS FARGO & COMPANY/MN $99.738 7.602 0,16% Azioni
Russell Investments Group, Ltd. $79.704 6.075 0,12% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $69.536 5.300 0,11% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $64.655 4.928 0,10% Azioni
FMR LLC $61.572 4.693 0,10% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $60.667 4.624 0,10% Azioni
CITIGROUP INC $56.678 4.320 0,09% Azioni
Invesco Ltd. $56.600 4.314 0,09% Azioni
Vanguard Global Advisers, LLC $46.025 3.508 0,07% Azioni
Police & Firemen's Retirement System of New Jersey $34.309 2.615 0,05% Azioni
VANGUARD GROUP INC $33.957 3.508 0,05% Azioni
CoreCap Advisors, LLC $31.488 2.400 0,05% Azioni
UBS Group AG $25.295 1.928 0,04% Azioni
Tower Research Capital LLC (TRC) $22.855 1.742 0,04% Azioni
NORTHERN TRUST CORP $22.055 1.681 0,03% Azioni
BNP PARIBAS FINANCIAL MARKETS $21.674 1.652 0,03% Azioni
Ameritas Investment Partners, Inc. $16.715 1.274 0,03% Azioni
Legal & General Group Plc $14.511 1.106 0,02% Azioni
AQR CAPITAL MANAGEMENT LLC $13.868 1.057 0,02% Azioni
Morse Asset Management, Inc $13.120 1.000 0,02% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11.237 1.106 0,02% Azioni
Steward Partners Investment Advisory, LLC $10.142 773 0,02% Azioni
GAMMA Investing LLC $9.446 720 0,01% Azioni
MARSHALL WACE, LLP $7.177 547 0,01% Azioni
MERCER GLOBAL ADVISORS INC /ADV $7.137 544 0,01% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $6.025 593 0,01% Azioni
CWM, LLC $5.039 496 0,01% Azioni
PNC Financial Services Group, Inc. $4.972 379 0,01% Azioni
ROYAL BANK OF CANADA $4.000 342 0,01% Azioni
OSAIC HOLDINGS, INC. $3.056 232 0,00% Azioni
ACADIAN ASSET MANAGEMENT LLC $3.054 233.174 0,00% Azioni
Cerity Partners LLC $2.742 209 0,00% Azioni
Sterling Capital Management LLC $2.690 205 0,00% Azioni
Arax Advisory Partners $2.204 168 0,00% Azioni
COMERICA BANK $1.946 201 0,00% Azioni
Torren Management, LLC $1.524 150 0,00% Azioni
Geneos Wealth Management Inc. $1.312 100 0,00% Azioni
Integrated Wealth Concepts LLC $928 71 0,00% Azioni
Allworth Financial LP $617 47 0,00% Azioni
SUMMIT SECURITIES GROUP LLC $590 45 0,00% Azioni
Rockefeller Capital Management L.P. $564 43 0,00% Azioni
FIFTH THIRD BANCORP $499 38 0,00% Azioni
Transamerica Financial Advisors, LLC $446 34 0,00% Azioni
Essential Partners LLC $380 29 0,00% Azioni
JONES FINANCIAL COMPANIES LLLP $357 28 0,00% Azioni
JPMORGAN CHASE & CO $318 24 0,00% Azioni

Insider aziendali 15 insider · 9 dirigenti · 10 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Michael Benstock CEO 18 Giugno 2026 G 618.089 0 0 $0
Andrew D Demott JR Executive Vice President & CFO 03 Febbraio 2012 A 19.378 0 0 $0
Jake Himelstein President, BAMKO, LLC 01 Luglio 2026 F 130.156 0 0 $0
SCHWARTZ ALAN/FL President 03 Febbraio 2012 A 51.292 0 0 $0
Jordan M. Alpert Chief Legal Officer & Secy 08 Luglio 2026 F 88.079 0 0 $0
Gerald M Benstock Chairman of the Board 02 Maggio 2012 G 73.219 0 0 $0
Peter Benstock Executive Vice President 03 Febbraio 2012 A 93.717 0 0 $0
Richard T Dawson VP & General Counsel 04 Febbraio 2011 A — 0 0 $0
Saul Schechter Executive Vice President 03 Settembre 2003 S 1.000 0 0 $0
Paul V Mellini Direttore 07 Febbraio 2012 M 3.717 0 0 $0
Kenneth Hooten Direttore 06 Maggio 2011 A — 0 0 $0
Sidney Kirschner Direttore 06 Maggio 2011 A 4.000 0 0 $0
Robin Hensley Direttore 06 Maggio 2011 A — 0 0 $0
Manuel Gaetan Direttore 05 Maggio 2010 S 2.850 0 0 $0
Arthur C Wiener Direttore 05 Maggio 2006 A 500 0 0 $0

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

Attivisti e proprietari del 5%+ 1 partecipazione

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
Benstock-Superior Ltd. – 15 Maggio 2008 — 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 28 ETF

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

Fondo Peso Unità Aggiornato al Fonte
IWC · iShares Trust 0,03% 36.152 SH 08 Agosto 2026 Giornaliero
AVUV · AMERICAN CENTURY ETF TRUST 0,01% 314.762 NS 31 Maggio 2026 N-PORT
DFSV · Dimensional ETF Trust 0,01% 77.638 NS 30 Aprile 2026 N-PORT
IWN · iShares Trust 0,01% 106.354 SH 08 Agosto 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 0,01% 9.315 SH 08 Agosto 2026 Giornaliero
GSSC · Goldman Sachs ETF Trust 0,01% 7.401 NS 31 Maggio 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 19.843 NS 31 Maggio 2026 N-PORT
DFAT · Dimensional ETF Trust 0,01% 101.078 NS 30 Aprile 2026 N-PORT
IWM · iShares Trust 0,00% 275.749 SH 08 Agosto 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,00% 51.872 NS 30 Aprile 2026 N-PORT
RSSL · Global X Funds 0,00% 4.926 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,00% 516 NS 31 Maggio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,00% 6.728 SH 08 Agosto 2026 Giornaliero
UWM · ProShares Trust 0,00% 404 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,00% 412 NS 31 Maggio 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 16.152 NS 30 Aprile 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 33.632 NS 30 Aprile 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 453 NS 31 Maggio 2026 N-PORT
HDG · ProShares Trust 0,00% 10 NS 31 Maggio 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 5.302 NS 31 Maggio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 1.048 NS 30 Aprile 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 2.281 NS 30 Aprile 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 117.741 SH 08 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 347.910 SH 08 Agosto 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,00% 61.263 SH 08 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 911 SH 08 Agosto 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,00% 8 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 4 NS 30 Aprile 2026 N-PORT