SUI Sun Communities, Inc. Common Stock
NYSE · Real Estate · Visualizza su SEC EDGAR ↗ 10-K/10-Q Lug 28, 2026SUI Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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Informazioni su Sun Communities, Inc. Common Stock Panoramica della società da Wikipedia
Sun Communities, Inc. is a publicly traded real estate investment trust that invests in manufactured housing communities and recreational vehicle communities. As of December 31, 2025, the company owned interests in 513 such properties in the United States, Canada, and the UK.
Sun Communities is listed on the New York Stock Exchange under the symbol: SUI. Gary Shiffman is chairman of Sun Communities, and has been a director since the company went public in 1993. Charles D. Young serves as the company's current Chief Executive Officer.
Brands
Sun Outdoors (formerly known as Sun RV Resorts) is the RV resort division of Sun Communities, Inc. and was established in 1996. It is the owner and operator of more than 170 resorts and campgrounds across the United States and Canada.
History
The company dates to 1975. In December 1993, the company became a public company via an initial public offering. In March 1996, the company acquired 25 manufactured housing communities for $226 million. In 1996, Sun RV Resorts was established.
In June 2016, the company acquired a portfolio of 103-communities mostly located in California, Florida, and Ontario, Canada for $1.7 billion from an affiliate of Centerbridge Partners. In October 2019, the company acquired a portfolio of 31 manufactured housing communities for $343.6 million. In September 2020, the company acquired Safe Harbor Marinas for $2.11 billion. On Nov. 16, 2021, Sun RV Resorts Rebrands to Sun Outdoors.
In April 2022, the company acquired Park Holidays UK for $1.3 billion. In October 2025, Charles D. Young succeeded Gary A. Shiffman as Chief Executive Officer. Mr. Shiffman continues to serve as Chairman of the Board.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
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?
| Metrica | Tendenza 5 anni | SUI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | -17.2media 5 anni ≈35.6 | ≈35.6 | · | · | |
| P/S (TTM) | 6.7media 5 anni ≈6.9 | ≈6.9 | 6.5 | Sopravvalutato | |
| P/B (MRQ) | 2.7media 5 anni ≈2.3 | ≈2.3 | 2.3 | Sopravvalutato | |
| Price / FCF (Prezzo / FCF) | 36.5media 5 anni ≈25.9 | ≈25.9 | · | · | |
| Price / Cash Flow (Prezzo / Flusso di cassa) | 17.2media 5 anni ≈19.0 | ≈19.0 | 17.1 | Sopravvalutato | |
| Prezzo / Valore contabile tangibile (MRQ) | 2.7media 5 anni ≈2.4 | ≈2.4 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | SUI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| EBITDA Margin (Margine EBITDA) | 22.0%media 5 anni ≈21.2% | ≈21.2% | · | · | |
| Pretax Margin (Margine ante imposte) | -11.2% | · | · | · | |
| Margine di Profitto Netto (TTM) | -40.0%media 5 anni ≈19.4% | ≈19.4% | 19.2% | Debole | |
| ROA (TTM) | -7.3%media 5 anni ≈3.0% | ≈3.0% | 3.9% | Di prim'ordine | |
| ROE (TTM) | -13.6%media 5 anni ≈6.2% | ≈6.2% | 7.2% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Dati fondamentali insufficienti per calcolare questo gruppo di rapporti.
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | SUI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 2.0%media 5 anni ≈-7.4% | ≈-7.4% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | -8.1%media 5 anni ≈3.2% | ≈3.2% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 10.5% | · | · | · | |
| EPS YoY | 1426.8% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | 1264.8% | · | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | 75.7% | · | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | 51.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 75.5% | · | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | 57.2% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | SUI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.2media 5 anni ≈0.2 | ≈0.2 | 0.2 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$639.3K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Set 30, 2026 | $1,12 | USD | ≈4.0% |
| Giu 30, 2026 | $1,12 | USD | ≈3.6% |
| Mar 31, 2026 | $1,12 | USD | ≈6.5% |
| Dic 31, 2025 | $1,04 | USD | ≈6.5% |
| Set 30, 2025 | $1,04 | USD | ≈6.2% |
| Giu 30, 2025 | $1,04 | USD | ≈6.2% |
| Mag 14, 2025 | $4,00 | USD | ≈5.7% |
| Mar 31, 2025 | $0,94 | USD | ≈2.9% |
| Dic 31, 2024 | $0,94 | USD | ≈3.1% |
| Set 30, 2024 | $0,94 | USD | ≈2.8% |
| Giu 28, 2024 | $0,94 | USD | ≈3.1% |
| Mar 27, 2024 | $0,94 | USD | ≈3.0% |
| Dic 28, 2023 | $0,93 | USD | ≈2.8% |
| Set 28, 2023 | $0,93 | USD | ≈3.1% |
| Giu 29, 2023 | $0,93 | USD | ≈2.8% |
| Mar 30, 2023 | $0,93 | USD | ≈2.6% |
| Dic 29, 2022 | $0,88 | USD | ≈2.4% |
| Set 29, 2022 | $0,88 | USD | ≈2.6% |
| Giu 29, 2022 | $0,88 | USD | ≈2.1% |
| Mar 30, 2022 | $0,88 | USD | ≈1.9% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Lug 28, 2026 | $0.67 | $0.68 | -1.6% |
| 31 Marzo 2026 | $-0.07 | $0.27 | -126.1% | |
| 31 Dicembre 2025 | $0.99 | $0.40 | 149.5% | |
| 30 Settembre 2025 | $0.07 | $1.17 | -94.0% | |
| 30 Giugno 2025 | $10.02 | $0.70 | 1333.7% | |
| 31 Marzo 2025 | $-0.34 | $-0.05 | -541.5% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.31B | $2.26B | $2.28B | $2.97B | $2.27B | $1.40B | $1.26B | $1.13B | $983M | $834M | $675M | $484M | |
| Cost of Revenue | · | · | · | $311M | $206M | $147M | $149M | $123M | $95M | $80M | · | · | |
| SG&A Expense | $237M | $230M | $214M | $257M | $181M | $110M | $93M | $81M | $84M | $64M | $47M | $37M | |
| Operating Expenses | $2.53B | $2.41B | $2.48B | $2.66B | $1.99B | $1.26B | $1.12B | $997M | $910M | $798M | $636M | $474M | |
| Operating Income | · | · | · | · | · | · | · | · | $551M | $467M | $385M | $267M | |
| Interest Expense | · | · | · | · | · | · | · | · | $127M | $119M | $108M | $74M | |
| Interest Income | $48M | $20M | $45M | $35M | $12M | $10M | $18M | $21M | $21M | $18M | $16M | $14M | |
| Other Non-op | $134M | $-7M | $-7M | $-2M | $-12M | $-5M | $-2M | $2M | $9M | $-5M | $0 | $0 | |
| Pretax Income | $-257M | $-123M | $-54M | · | $285M | $136M | $140M | $130M | $73M | $36M | $39M | $10M | |
| Income Tax | $-49M | $-36M | $-9M | $6M | $1M | $-800.0K | $873.0K | $88.0K | $-136.0K | $283.0K | $1M | $0 | |
| Net Income | $1.41B | $104M | $-207M | $261M | $408M | $147M | $177M | $107M | $72M | $26M | $155M | $29M | |
| EPS (Basic) | $10.84 | $0.71 | $-1.71 | $2.00 | $3.36 | $1.34 | $1.80 | $1.29 | $0.85 | $0.27 | $2.53 | $0.54 | |
| EPS (Diluted) | $10.84 | $0.71 | $-1.72 | $2.00 | $3.36 | $1.34 | $1.80 | $1.29 | $0.85 | $0.26 | $2.52 | $0.54 | |
| Shares (Basic) | 124,900,000 | 124,500,000 | 123,400,000 | 120,200,000 | 112,600,000 | 97,500,000 | 88,460,000 | 81,387,000 | 76,084,000 | 65,856,000 | 53,686,000 | 53,686,000 | |
| Shares (Diluted) | 124,900,000 | 127,200,000 | 123,800,000 | 122,900,000 | 115,100,000 | 97,500,000 | 88,915,000 | 82,040,000 | 76,711,000 | 66,321,000 | 53,702,000 | 53,702,000 | |
| EBITDA | $508M | $681M | $660M | $605M | $523M | $377M | $328M | $287M | $812M | $689M | $562M | $396M |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $570M | $48M | $29M | $73M | $66M | $77M | $22M | $50M | $10M | $8M | $45M | $83M | |
| Goodwill | $10M | $10M | $733M | $1.02B | $495M | $429M | $0 | · | · | · | · | · | |
| Intangibles | $37M | $102M | $370M | $402M | $307M | $306M | · | · | · | · | · | · | |
| Total Assets | $12.52B | $16.55B | $16.94B | $17.08B | $13.49B | $11.21B | $7.80B | $6.71B | $6.11B | $5.87B | $4.18B | $2.94B | |
| Total Liabilities | $5.19B | $9.10B | $9.51B | $8.99B | $6.47B | $5.31B | $3.85B | $3.48B | $3.41B | $3.44B | $2.56B | $2.00B | |
| Long-term Debt | · | $7.39B | $7.82B | $7.24B | $6M | $7M | $3M | $3.12B | $3.07B | $3.09B | · | $2.30B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $932.0K | $864.0K | $797.0K | $732.0K | $584.0K | $486.0K | |
| Paid-in Capital | $9.56B | $9.86B | $9.47B | $9.55B | $8.18B | $7.09B | $5.21B | $4.40B | $3.76B | $3.32B | $2.32B | $1.74B | |
| AOCI | $26M | $-8M | $12M | $-10M | $3M | $3M | $-1M | $-5M | $1M | $-3M | $0 | $0 | |
| Stockholders' Equity | $6.96B | $7.08B | $7.08B | $7.81B | $6.62B | $5.53B | $3.82B | $3.11B | $2.60B | $2.30B | $1.46B | $878M | |
| Liabilities + Equity | $12.52B | $16.55B | $16.94B | $17.08B | $13.49B | $11.21B | $7.80B | $6.71B | $6.11B | $5.87B | $4.18B | $2.94B | |
| Shares Outstanding | 123,500,000 | 127,400,000 | 124,400,000 | 124,000,000 | 116,000,000 | 107,626,000 | 93,180,000 | 86,357,000 | 73,206 | 73,206 | 58,395 | 48,573 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $508M | $490M | $494M | $602M | $523M | $377M | $328M | $287M | $262M | $222M | $178M | $134M | |
| Stock-based Comp | $37M | $33M | $35M | $38M | $28M | $23M | $17M | $15M | $13M | $10M | $7M | $5M | |
| Deferred Tax | $-60M | $-40M | $-23M | $-4M | $100.0K | $-2M | $-222.0K | $-507.0K | $-582.0K | $-400.0K | $-1M | $0 | |
| Amort. of Intangibles | $13M | $13M | $17M | $37M | $44M | $21M | $16M | $13M | $14M | $13M | $9M | $4M | |
| Other Non-cash | $-1.03B | $75M | $317M | $-167M | $-211M | $19M | $-30M | $-46M | $-84M | $-19M | $-158M | $-34M | |
| Operating Cash Flow | $864M | $861M | $790M | $735M | $754M | $543M | $477M | $363M | $258M | $241M | $182M | $133M | |
| CapEx | $457M | $30M | $7M | · | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $4.93B | $-267M | $-920M | $-3.06B | $-2.34B | $-2.49B | $-1.01B | $-734M | $-402M | $-1.61B | $-413M | $-551M | |
| Debt Issued | · | · | · | $828M | $1.20B | $492M | $924M | $250M | $185M | $964M | $377M | $323M | |
| Net Debt Issued | $-2.09B | $-269M | $-174M | $427M | $1.13B | $261M | $371M | $-49M | $61M | $732M | $151M | $228M | |
| Stock Repurchased | $539M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-539M | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-5.22B | $-572M | $80M | $2.35B | $1.57B | $2.00B | $506M | $410M | $142M | $1.34B | $193M | $496M | |
| Net Change in Cash | $572M | $21M | $-48M | $12M | $-14M | $58M | $-27M | $39M | $-2M | $-34M | $-38M | $79M | |
| Taxes Paid | $5M | $3M | $20M | $6M | $1M | $1M | $948.0K | $461.0K | $-194.0K | $452.0K | $310.0K | $314.0K | |
| Free Cash Flow | $407M | $831M | $783M | · | · | · | · | · | · | · | · | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | · | · | · | · | 56.1% | 56.0% | 57.0% | 55.5% | |
| Net Margin | 61.3% | 3.2% | -6.4% | 8.9% | 18.2% | 9.4% | 12.8% | 9.5% | 7.3% | 3.2% | 23.0% | 6.0% | |
| Pretax Margin | -11.2% | · | · | · | 12.5% | 9.6% | 11.0% | 11.5% | 7.4% | 4.5% | 5.7% | 2.1% | |
| EBITDA Margin | 22.0% | 21.1% | 20.5% | 20.4% | 23.0% | 27.0% | 25.9% | 25.5% | 82.7% | 82.6% | 83.3% | 83.9% | |
| ROA | 9.7% | 0.62% | -1.2% | 1.7% | 3.4% | 1.4% | 2.1% | 1.7% | 1.2% | 0.52% | 4.4% | 1.2% | |
| ROE | 20.1% | 1.5% | -2.9% | 3.7% | 6.8% | 2.8% | 4.7% | 3.8% | 2.9% | 1.4% | 13.3% | 4.5% | |
| ROIC | · | · | · | · | · | · | · | · | 21.2% | 20.2% | 25.7% | 28.7% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 4.3 | 3.9 | 3.6 | 3.5 |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $56.32 | $55.59 | $56.94 | $62.98 | $57.11 | $51.34 | $41.00 | $38.99 | $32.61 | $31358.24 | $24930.39 | · | |
| Revenue / Share | $18.46 | $25.32 | $26.05 | $24.16 | $19.74 | $14.34 | $14.22 | $13.74 | $12.81 | $12.57 | $12.56 | $11.28 | |
| Cash Flow / Share | $6.92 | $6.77 | $6.39 | $5.98 | $6.54 | $5.63 | $5.36 | $4.43 | $3.41 | $3.60 | $3.39 | $3.19 | |
| Cash / Share | $4.61 | $0.37 | $0.23 | $0.59 | $0.57 | $0.77 | $0.24 | $0.63 | $0.13 | $111.52 | $772.09 | · | |
| Dividend / Share | $7.96 | $3.75 | $3.67 | $3.47 | $3.28 | $3.12 | $2.96 | $2.80 | $2.66 | $2.60 | $2.60 | $2.60 | |
| EPS (TTM) | $10.84 | $0.71 | $-1.72 | $2.00 | $3.36 | $1.34 | $1.80 | $1.29 | $0.85 | $0.26 | $2.52 | $0.54 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.0% | -1.0% | -23.1% | 30.7% | 62.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -8.1% | -0.18% | 17.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 1426.8% | · | · | -40.5% | 150.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 75.7% | -40.4% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 51.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1264.8% | · | · | -36.0% | 177.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 75.5% | -36.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 57.2% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.31B | $2.26B | $2.28B | $2.97B | $2.27B | $1.40B | $1.26B | $1.13B | $983M | $834M | $675M | $484M | |
| Net Income TTM | $1.41B | $104M | $-207M | $261M | $408M | $147M | $177M | $107M | $72M | $26M | $155M | $29M | |
| Market Cap | $15.30B | $15.67B | $16.63B | $17.73B | $24.35B | $16.35B | $13.99B | $8.10B | $7.39B | $6M | $4M | · | |
| P/E | 11.4 | 173.2 | -77.7 | 71.5 | 62.5 | 113.4 | 83.4 | 78.8 | 109.2 | 294.7 | 27.2 | 112.0 | |
| P/S | 6.6 | 6.9 | 7.3 | 6.0 | 10.7 | 11.7 | 11.1 | 7.2 | 7.5 | 0.0 | 0.0 | · | |
| P/B | 2.2 | 2.2 | 2.3 | 2.3 | 3.7 | 3.0 | 3.7 | 2.6 | 2.8 | 0.0 | 0.0 | · | |
| P / Tangible Book | 2.2 | 2.2 | 2.8 | 2.8 | 4.2 | 3.4 | · | · | · | · | · | · | |
| P / Cash Flow | 17.7 | 18.2 | 21.0 | 24.1 | 32.3 | 29.8 | 29.3 | 22.3 | 28.2 | 0.0 | 0.0 | · | |
| P / FCF | 37.6 | 18.9 | 21.2 | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.8% | 0.58% | -1.3% | 1.4% | 1.6% | 0.88% | 1.2% | 1.3% | 0.92% | 0.34% | 3.7% | 0.89% |
Conto Economico
| 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 | $485M | $508M | $515M | $697M | $496M | $470M | $515M | $680M | $596M | $469M | $-214M | $983M | $863M | $651M | $674M | $933M | |
| SG&A Expense | $50M | $70M | $63M | $56M | $51M | $57M | $60M | $59M | $50M | $62M | $20M | $67M | $63M | $64M | $70M | $69M | |
| Operating Expenses | $434M | $484M | $510M | $699M | $569M | $513M | $744M | $587M | $564M | $520M | $-116M | $841M | $1.08B | $669M | $668M | $763M | |
| Interest Income | $6M | $7M | $10M | $17M | $16M | $4M | $5M | $5M | $5M | $4M | $4M | $15M | $14M | $11M | $10M | $11M | |
| Other Non-op | $-100.0K | $-4M | $77M | $19M | $7M | $6M | $-2M | $-800.0K | $-1M | $-2M | $-2M | $-4M | $-800.0K | $-1M | $-5M | $3M | |
| Pretax Income | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $170M | |
| Net Income | $-1.02B | $-6M | $129M | $12M | $1.31B | $-41M | $-228M | $300M | $57M | $-25M | $-80M | $127M | $-210M | $-44M | $24M | $163M | |
| EPS (Basic) | $-8.06 | $-0.07 | $1.09 | $0.07 | $10.02 | $-0.34 | $-1.80 | $2.31 | $0.42 | $-0.22 | $-0.65 | $0.97 | $-1.67 | $-0.36 | $0.06 | $1.32 | |
| EPS (Diluted) | $-8.08 | $-0.07 | $1.09 | $0.07 | $10.02 | $-0.34 | $-1.80 | $2.31 | $0.42 | $-0.22 | $-0.65 | $0.97 | $-1.68 | $-0.36 | $0.06 | $1.32 | |
| Shares (Basic) | 122,500,000 | 122,600,000 | · | 123,900,000 | 126,400,000 | 126,600,000 | · | 124,000,000 | 123,700,000 | 123,600,000 | · | 123,500,000 | 123,400,000 | 123,300,000 | · | 122,400,000 | |
| Shares (Diluted) | 127,000,000 | 125,500,000 | · | 124,100,000 | 126,400,000 | 129,800,000 | · | 124,000,000 | 123,700,000 | 126,600,000 | · | 123,500,000 | 126,100,000 | 126,200,000 | · | 122,800,000 | |
| EBITDA | $124M | $132M | · | $126M | $127M | $124M | · | $172M | $173M | $165M | · | $163M | $164M | $158M | · | $151M |
Stato Patrimoniale
| 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 | · | · | $570M | $543M | $890M | · | $48M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $743M | $732M | $731M | · | $1.08B | $1.10B | $1.09B | $1.02B | $982M | |
| Intangibles | $34M | $98M | $102M | $97M | $102M | $101M | $102M | $351M | $354M | $362M | · | $375M | $385M | $393M | · | $403M | |
| Total Assets | $10.87B | $12.36B | $12.52B | $12.80B | $13.36B | $16.51B | $16.55B | $17.09B | $17.01B | $17.11B | · | $17.61B | $17.56B | $17.36B | · | $16.48B | |
| Total Liabilities | $5.09B | $5.30B | $5.19B | $5.44B | $5.57B | $9.24B | $9.10B | $9.25B | $9.78B | $9.83B | · | $9.46B | $9.47B | $9.29B | · | $8.35B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $9.49B | $9.54B | $9.56B | $9.57B | $9.74B | $9.87B | $9.86B | $9.85B | $9.48B | $9.47B | · | $9.58B | $9.57B | $9.56B | · | $9.54B | |
| AOCI | $2M | $12M | $26M | $26M | $44M | $-7M | $-8M | $34M | $6M | $7M | · | $5M | $38M | $8M | · | $-70M | |
| Stockholders' Equity | $5.52B | $6.75B | $6.96B | $6.99B | $7.41B | $6.92B | $7.08B | $7.46B | $6.88B | $6.94B | · | $7.74B | $7.71B | $7.69B | · | $7.84B | |
| Liabilities + Equity | $10.87B | $12.36B | $12.52B | $12.80B | $13.36B | $16.51B | $16.55B | $17.09B | $17.01B | $17.11B | · | $17.61B | $17.56B | $17.36B | · | $16.48B | |
| Shares Outstanding | 122,500,000 | 123,300,000 | 123,500,000 | 123,600,000 | 125,900,000 | 127,600,000 | 127,400,000 | 127,400,000 | 124,700,000 | 124,600,000 | · | 124,400,000 | 124,400,000 | 124,400,000 | · | 123,900,000 |
Flusso di cassa
| 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 | $124M | $132M | $131M | $126M | $117M | $124M | $122M | $124M | $123M | $121M | $12M | $163M | $164M | $156M | $154M | $150M | |
| Deferred Tax | $0 | $6M | $-21M | $-2M | $100.0K | $-5M | $-23M | $-7M | $-4M | $-6M | $-8M | $-2M | $-8M | $-5M | $-300.0K | $-4M | |
| Amort. of Intangibles | $1M | $3M | $3M | $3M | $2M | $3M | $3M | $4M | $3M | $3M | $-10M | $8M | $9M | $10M | $9M | $10M | |
| Other Non-cash | · | $137M | · | · | · | $167M | · | · | · | $108M | · | · | · | $71M | · | · | |
| Operating Cash Flow | $266M | $269M | $166M | $198M | $256M | $244M | $118M | $189M | $311M | $242M | $118M | $223M | $255M | $194M | $45M | $193M | |
| Investing Cash Flow | $-112M | $-140M | $-458M | $68M | $5.34B | $-27M | $-102M | $154M | $-193M | $-127M | $-102M | $-236M | $-260M | $-322M | $-322M | $-265M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $583M | · | $3M | |
| Net Debt Issued | · | $-12M | · | · | · | $-62M | · | · | · | $-14M | · | · | · | $563M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $276M | |
| Stock Repurchased | $111M | $60M | $39M | $298M | $203M | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-60M | · | · | · | · | · | · | · | · | · | · | · | · | · | $276M | |
| Dividends Paid | · | · | · | $132M | · | $123M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-451M | $-267M | $-252M | $-552M | $-4.24B | $-171M | $-33M | $-367M | $-147M | $-25M | $-36M | $7M | $-2M | $112M | $253M | $3M | |
| Net Change in Cash | $-298M | $-139M | $-544M | $-287M | $1.36B | $46M | $-18M | $-22M | $-28M | $90M | $-19M | $-7M | $-6M | $-16M | $-22M | $-73M | |
| Taxes Paid | $4M | $2M | $400.0K | $3M | $1M | $100.0K | $-100.0K | $400.0K | $2M | $600.0K | $3M | $3M | $5M | $10M | $2M | $2M |
Redditività
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -209.6% | -1.3% | · | 1.7% | 210.8% | -8.8% | · | 32.0% | 6.6% | -3.8% | · | 16.6% | 10.4% | -4.6% | · | 17.4% | |
| Pretax Margin | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 18.2% | |
| EBITDA Margin | 25.6% | 26.1% | · | 18.1% | 20.4% | 26.3% | · | 18.3% | 20.0% | 24.6% | · | 16.5% | 19.0% | 24.3% | · | 16.2% | |
| ROA | -8.4% | -0.04% | · | 0.08% | 8.6% | -0.25% | · | 1.7% | 0.33% | -0.15% | · | 0.96% | 0.53% | -0.19% | · | 1.1% | |
| ROE | -15.7% | -0.09% | · | 0.17% | 18.4% | -0.59% | · | 4.0% | 0.78% | -0.34% | · | 2.1% | 1.2% | -0.42% | · | 2.2% |
Efficienza
| 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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.1 | 0.1 | 0.0 | · | 0.1 | 0.1 | 0.0 | · | 0.1 |
Per Azione
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $45.06 | $54.77 | · | $56.51 | $58.86 | $54.24 | · | $58.52 | $55.21 | $55.69 | · | $62.22 | $61.96 | $61.82 | · | $63.27 | |
| Revenue / Share | $3.82 | $4.05 | · | $5.62 | $4.93 | $3.62 | · | $7.58 | $6.98 | $5.30 | · | $7.96 | $7.00 | $5.16 | · | $7.59 | |
| Cash Flow / Share | · | $2.15 | · | · | · | $1.88 | · | · | · | $1.92 | · | · | · | $1.54 | · | · | |
| Cash / Share | · | · | · | $4.39 | $7.07 | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend / Share | $1.12 | $1.12 | $1.04 | $1.04 | $1.04 | $0.94 | $0.93 | $0.94 | $0.94 | $0.94 | $0.93 | · | · | · | · | · | |
| EPS (TTM) | $-6.99 | $11.11 | · | $7.95 | $10.19 | $0.59 | · | $1.86 | $0.52 | $-1.58 | · | $-1.01 | $-0.66 | $1.63 | · | $2.09 |
Valutazione (TTM)
| 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 | $2.20B | $2.22B | · | $2.18B | $2.16B | $2.26B | · | $1.53B | $1.83B | $2.10B | · | $3.17B | $3.12B | $3.07B | · | $2.84B | |
| Net Income TTM | $-881M | $1.45B | · | $1.06B | $1.34B | $88M | · | $252M | $78M | $-188M | · | $-103M | $-67M | $217M | · | $278M | |
| Market Cap | $14.69B | $15.53B | · | $15.94B | $15.93B | $16.41B | · | $17.22B | $15.01B | $16.02B | · | $14.72B | $16.23B | $17.53B | · | $16.77B | |
| P/E | -17.2 | 11.3 | · | 16.2 | 12.4 | 218.0 | · | 72.7 | 231.4 | -81.4 | · | -117.2 | -197.7 | 86.4 | · | 64.8 | |
| P/S | 6.7 | 7.0 | · | 7.3 | 7.4 | 7.3 | · | 11.2 | 8.2 | 7.6 | · | 4.6 | 5.2 | 5.7 | · | 5.9 | |
| P/B | 2.7 | 2.3 | · | 2.3 | 2.1 | 2.4 | · | 2.3 | 2.2 | 2.3 | · | 1.9 | 2.1 | 2.3 | · | 2.1 | |
| P / Tangible Book | 2.7 | 2.3 | · | 2.3 | 2.2 | 2.4 | · | 2.7 | 2.6 | 2.7 | · | 2.3 | 2.6 | 2.8 | · | 2.6 | |
| P / Cash Flow | · | 57.7 | · | · | · | 67.3 | · | · | · | 66.1 | · | · | · | 90.1 | · | · | |
| Earnings Yield | -5.8% | 8.8% | · | 6.2% | 8.1% | 0.46% | · | 1.4% | 0.43% | -1.2% | · | -0.85% | -0.51% | 1.2% | · | 1.5% | |
| Payout Ratio | · | · | · | 1086.8% | · | · | · | · | · | · | · | · | · | · | · | · |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Ricavi | $2.31B | $2.26B | $2.28B | · | · |
| Utile netto | $1.41B | $104M | $-207M | · | · |
| EPS Diluito | $10.84 | $0.71 | $-1.72 | · | · |
Dati fondamentali insufficienti per creare questo bilancio al momento.
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $407M | $831M | $783M | · | · |
Proprietari istituzionali (13F) 556 filer · $14.6B totale · Aggiornato al 30 Settembre 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 |
|---|---|---|---|---|
| 80 (0 vs trimestre precedente) | 62 (-15 vs trimestre precedente) | 172 (-6 vs trimestre precedente) | 202 (+14 vs trimestre precedente) | +5.0M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2.064.957.300 | 16.664.977 | 14,12% | Azioni |
| BlackRock, Inc. | $1.649.715.181 | 13.757.945 | 11,28% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.230.728.181 | 10.263.766 | 8,41% | Azioni |
| Dodge & Cox | $1.139.238.650 | 9.500.781 | 7,79% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $658.836.861 | 5.494.428 | 4,50% | Azioni |
| NORGES BANK | $652.246.488 | 5.439.467 | 4,46% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $646.328.569 | 5.390.114 | 4,42% | Azioni |
| STATE STREET CORP | $606.121.748 | 5.008.789 | 4,14% | Azioni |
| FMR LLC | $547.445.268 | 4.565.468 | 3,74% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $279.848.778 | 2.340.449 | 1,91% | Azioni |
| Daiwa Securities Group Inc. | $217.119.118 | 1.810.684 | 1,48% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $215.637.864 | 1.798.284 | 1,47% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $197.639.979 | 1.648.236 | 1,35% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $189.538.562 | 1.504.752 | 1,30% | Azioni |
| CITADEL ADVISORS LLC | $175.756.044 | 1.465.733 | 1,20% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $170.459.380 | 1.421.561 | 1,17% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $156.841.201 | 1.307.991 | 1,07% | Azioni |
| Legal & General Group Plc | $122.736.519 | 1.023.572 | 0,84% | Azioni |
| NORTHERN TRUST CORP | $118.679.964 | 989.742 | 0,81% | Azioni |
| MORGAN STANLEY | $114.784.671 | 957.254 | 0,78% | Azioni |
| Russell Investments Group, Ltd. | $111.164.930 | 927.049 | 0,76% | Azioni |
| DEUTSCHE BANK AG\ | $108.429.816 | 904.260 | 0,74% | Azioni |
| Balyasny Asset Management L.P. | $103.854.171 | 866.101 | 0,71% | Azioni |
| JANE STREET GROUP, LLC | $103.088.066 | 859.712 | 0,70% | Azioni |
| JPMORGAN CHASE & CO | $97.854.705 | 807.182 | 0,67% | Azioni |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $92.076.371 | 767.879 | 0,63% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $88.549.098 | 738.463 | 0,61% | Azioni |
| SEI INVESTMENTS CO | $88.291.375 | 736.312 | 0,60% | Azioni |
| Bank of New York Mellon Corp | $82.661.509 | 689.363 | 0,57% | Azioni |
| Nuveen, LLC | $78.754.429 | 656.780 | 0,54% | Azioni |
| BANK OF AMERICA CORP /DE/ | $74.810.732 | 623.891 | 0,51% | Azioni |
| HSBC HOLDINGS PLC | $68.746.845 | 573.646 | 0,47% | Azioni |
| Alyeska Investment Group, L.P. | $66.820.687 | 557.257 | 0,46% | Azioni |
| Hudson Bay Capital Management LP | $55.620.613 | 463.853 | 0,38% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $54.768.413 | 456.746 | 0,37% | Azioni |
| FIRST TRUST ADVISORS LP | $51.882.911 | 432.682 | 0,35% | Azioni |
| Qube Research & Technologies Ltd | $46.940.568 | 391.465 | 0,32% | Azioni |
| Swiss National Bank | $41.675.920 | 347.560 | 0,28% | Azioni |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $41.671.123 | 347.520 | 0,28% | Azioni |
| Land & Buildings Investment Management, LLC | $37.194.523 | 310.187 | 0,25% | Azioni |
| APG Asset Management US Inc. | $37.085.257 | 307.048 | 0,25% | Azioni |
| Amundi | $37.041.638 | 308.912 | 0,25% | Azioni |
| Invesco Ltd. | $36.417.158 | 303.704 | 0,25% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.252.771 | 285.654 | 0,23% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $30.804.089 | 256.813 | 0,21% | Azioni |
| GOLDMAN SACHS GROUP INC | $30.737.421 | 256.337 | 0,21% | Azioni |
| UBS Group AG | $30.214.082 | 251.973 | 0,21% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $30.181.467 | 251.701 | 0,21% | Azioni |
| FRANKLIN RESOURCES INC | $30.152.569 | 251.460 | 0,21% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $29.727.131 | 247.912 | 0,20% | Azioni |
Attivisti e proprietari del 5%+ 2 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Green Courte Partners, LLC, Green Courte Real Estate Partners, LLC, Green Courte Real Estate Partners Liquidating Trust, Green Courte Real Estate Partners II, LLC, GCP Fund II REIT, LLC, GCP Fund II Ancillary Holding, LLC, Green Courte Real Estate Partners III, LLC, GCP Fund III REIT, LLC, GCP Fund III Ancillary Holding, LLC, Randall K. Rowe | 16 Gennaio 2015 | · | Deposito iniziale | Campagna per il consiglio di amministrazione | SEC |
| Persona segnalante non divulgata | 13 Febbraio 2007 | · | 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.
Insider aziendali 33 insider · 15 dirigenti · 18 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Charles D. Young | CEO & Director | 01 Ottobre 2026 F | 74.084 | 0 | 0 | $0 |
| Baxter Underwood | CEO - Safe Harbor Marinas, LLC | 28 Marzo 2025 F | 57.546 | 0 | 0 | $0 |
| Robert Garechana | EVP, CFO, & Treasurer | 08 Settembre 2026 A | 6.374 | 0 | 0 | $0 |
| Fernando Castro-Caratini | EVP, CFO, Sec. & Treas. | 26 Maggio 2026 S | 9.998 | 0 | 2 | $-2.955.281 |
| Mark E Patten | EVP, CFO, Sec. & Treas. | 04 Febbraio 2026 D | 0 | 0 | 0 | $0 |
| Jeffrey P Jorissen | EVP, CFO, Sec. And Treas. | 31 Gennaio 2008 F | 102.183 | 0 | 0 | $0 |
| John Bandini Mclaren | President and COO | 21 Luglio 2026 F | 75.100 | 0 | 0 | $0 |
| Brian W Fannon | President | 10 Luglio 2008 F | 27.780 | 0 | 0 | $0 |
| Bruce Thelen | EVP, COO | 09 Marzo 2026 F | 54.687 | 0 | 0 | $0 |
| Aaron Weiss | EVP, Chief Investment Officer | 19 Ottobre 2026 F | 60.248 | 0 | 0 | $0 |
| Marc Farrugia | EVP & Chief Admin. Officer | 21 Luglio 2026 F | 46.891 | 0 | 0 | $0 |
| Brian P Loftus | SVP, CAO, Controller | 21 Luglio 2026 F | 15.282 | 0 | 0 | $0 |
| Ileana Mcalary | EVP, General Counsel, & Sec. | 29 Giugno 2026 A | 2.722 | 0 | 0 | $0 |
| Karen Dearing | EVP - Special Projects | 20 Marzo 2023 F | 153.594 | 0 | 0 | $0 |
| Jonathan Colman | EVP | 05 Marzo 2020 S | 25.112 | 0 | 0 | $0 |
| Gary A Shiffman | Direttore | 24 Giugno 2026 S | 857.761 | 0 | 2 | $-22.381.488 |
| Clunet R Lewis | Direttore | 05 Marzo 2026 S | 0 | 0 | 6 | $-2.413.035 |
| Tonya Allen | Direttore | 05 Febbraio 2026 A | 10.426 | 0 | 0 | $0 |
| Craig Leupold | Direttore | 05 Febbraio 2026 A | 0 | 0 | 0 | $0 |
| Meghan G. Baivier | Direttore | 05 Febbraio 2026 A | 19.417 | 0 | 0 | $0 |
| Mark A Denien | Direttore | 05 Febbraio 2026 A | 1.200 | 0 | 0 | $0 |
| Jerome W. Ehlinger | Direttore | 05 Febbraio 2026 A | 3.217 | 0 | 0 | $0 |
| Jeff Blau | Direttore | 05 Febbraio 2026 A | 7.217 | 0 | 0 | $0 |
| Brian M Hermelin | Direttore | 05 Febbraio 2026 A | 27.317 | 0 | 0 | $0 |
| Stephanie W Bergeron | Direttore | 08 Gennaio 2025 A | 26.700 | 0 | 0 | $0 |
| Ronald A Klein | Direttore | 18 Gennaio 2024 A | 17.400 | 0 | 0 | $0 |
| Arthur A Weiss | Direttore | 18 Gennaio 2024 A | 38.256 | 0 | 0 | $0 |
| Ronald L Piasecki | Direttore | 08 Febbraio 2017 A | 17.100 | 0 | 0 | $0 |
| Paul D Lapides | Direttore | 08 Giugno 2016 S | 12.400 | 0 | 0 | $0 |
| James R Goldman | Direttore | 14 Marzo 2016 D | 84.755 | 0 | 0 | $0 |
| Randall K Rowe | Direttore | 14 Marzo 2016 D | 482.040 | 0 | 0 | $0 |
| Ted J Simon | Direttore | 26 Dicembre 2012 M | 9.741 | 0 | 0 | $0 |
| Robert H Naftaly | · | 12 Febbraio 2014 A | 11.900 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 90 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 |
|---|---|---|---|---|
| HAUS · Tidal Trust I | 4,46% | 2.901 NS | 31 Luglio 2026 | N-PORT |
| SRHR · Elevation Series Trust | 3,65% | 16.094 NS | 31 Luglio 2026 | N-PORT |
| REZ · iShares Trust | 2,99% | 213.835 SH | 11 Settembre 2026 | Giornaliero |
| RNTY · Tidal Trust II | 2,77% | 1.961 NS | 31 Luglio 2026 | N-PORT |
| ABLD · Abacus FCF ETF Trust | 2,67% | 20.071 NS | 31 Luglio 2026 | N-PORT |
| RITA · ETF Series Solutions | 2,65% | 1.871 NS | 31 Luglio 2026 | N-PORT |
| ICF · iShares Trust | 1,73% | 296.425 SH | 11 Settembre 2026 | Giornaliero |
| FPRO · FIDELITY COVINGTON TRUST | 1,49% | 1.990 NS | 31 Luglio 2026 | N-PORT |
| USRT · iShares Trust | 1,21% | 467.202 SH | 11 Settembre 2026 | Giornaliero |
| DFAR · Dimensional ETF Trust | 1,12% | 162.131 NS | 31 Luglio 2026 | N-PORT |
| IYR · iShares Trust | 1,01% | 357.345 SH | 11 Settembre 2026 | Giornaliero |
| FREL · FIDELITY COVINGTON TRUST | 0,99% | 119.709 NS | 31 Luglio 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,89% | 100.257 NS | 31 Luglio 2026 | N-PORT |
| REET · iShares Trust | 0,79% | 332.385 SH | 11 Settembre 2026 | Giornaliero |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,78% | 4.690.205 SH | 19 Agosto 2026 | Giornaliero |
| ERET · iShares Trust | 0,75% | 875 SH | 11 Settembre 2026 | Giornaliero |
| DFGR · Dimensional ETF Trust | 0,75% | 233.186 NS | 31 Luglio 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0,71% | 10.588 | 23 Ottobre 2026 | Giornaliero |
| FREI · Fidelity Securities Fund | 0,54% | 192.825 NS | 31 Luglio 2026 | N-PORT |
| IQRA · New York Life Investments Active ET… | 0,50% | 281 NS | 31 Luglio 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,46% | 58.756 NS | 31 Luglio 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,44% | 6.055 NS | 31 Luglio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,40% | 1.633.083 SH | 19 Agosto 2026 | Giornaliero |
| SDG · iShares Trust | 0,32% | 4.689 SH | 11 Settembre 2026 | Giornaliero |
| DEUS · DBX ETF Trust | 0,25% | 6.316 NS | 31 Agosto 2026 | N-PORT |
| USMV · iShares Trust | 0,20% | 416.278 SH | 11 Settembre 2026 | Giornaliero |
| EUSA · iShares, Inc. | 0,19% | 31.967 SH | 11 Settembre 2026 | Giornaliero |
| SIZE · iShares Trust | 0,19% | 6.872 SH | 11 Settembre 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,18% | 2.826.636 SH | 19 Agosto 2026 | Giornaliero |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 6.092 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,16% | 1.329.822 SH | 19 Agosto 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,16% | 10.637 | 23 Ottobre 2026 | Giornaliero |
| REVS · Columbia ETF Trust I | 0,15% | 3.955 NS | 31 Luglio 2026 | N-PORT |
| IWS · iShares Trust | 0,14% | 182.553 SH | 11 Settembre 2026 | Giornaliero |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,11% | 161.000 | 23 Ottobre 2026 | Giornaliero |
| IWR · iShares Trust | 0,10% | 500.008 SH | 11 Settembre 2026 | Giornaliero |
| JFLI · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 356 NS | 31 Luglio 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,09% | 10.006 | 23 Ottobre 2026 | Giornaliero |
| IMCV · iShares Trust | 0,09% | 8.862 SH | 11 Settembre 2026 | Giornaliero |
| IMCB · iShares Trust | 0,09% | 12.517 SH | 11 Settembre 2026 | Giornaliero |
| IMCG · iShares Trust | 0,08% | 28.973 SH | 11 Settembre 2026 | Giornaliero |
| RECS · Columbia ETF Trust I | 0,07% | 35.253 NS | 31 Luglio 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,06% | 25.573 | 23 Ottobre 2026 | Giornaliero |
| QARP · DBX ETF Trust | 0,06% | 356 NS | 31 Agosto 2026 | N-PORT |
| HLAL · Listed Funds Trust | 0,04% | 3.234 NS | 31 Agosto 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 73.650 SH | 19 Agosto 2026 | Giornaliero |
| MNZL · EA Series Trust | 0,04% | 89 NS | 31 Luglio 2026 | N-PORT |
| DIVB · iShares Trust | 0,04% | 7.057 SH | 11 Settembre 2026 | Giornaliero |
| IWD · iShares Trust | 0,04% | 270.831 SH | 11 Settembre 2026 | Giornaliero |
| ESG · FlexShares Trust | 0,04% | 390 NS | 31 Luglio 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,03% | 3 NS | 31 Luglio 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 25.442 | 23 Ottobre 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,03% | 27.585 SH | 19 Agosto 2026 | Giornaliero |
| BKLC · BNY Mellon ETF Trust | 0,02% | 11.030 NS | 31 Luglio 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,02% | 19.507 | 23 Ottobre 2026 | Giornaliero |
| IUSV · iShares Trust | 0,02% | 51.575 SH | 11 Settembre 2026 | Giornaliero |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,02% | 14.688 NS | 31 Luglio 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,02% | 1.802 NS | 31 Luglio 2026 | N-PORT |
| IWB · iShares Trust | 0,02% | 85.256 SH | 11 Settembre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 3.910.191 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 20.349 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 10.228 SH | 19 Agosto 2026 | Giornaliero |
| TOV · EA Series Trust | 0,02% | 464 NS | 31 Luglio 2026 | N-PORT |
| IWV · iShares Trust | 0,02% | 33.710 SH | 10 Settembre 2026 | Giornaliero |
| IYY · iShares Trust | 0,02% | 4.973 SH | 11 Settembre 2026 | Giornaliero |
| ILCB · iShares Trust | 0,02% | 2.134 SH | 11 Settembre 2026 | Giornaliero |
| ILCG · iShares Trust | 0,02% | 5.119 SH | 10 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,02% | 149.540 SH | 11 Settembre 2026 | Giornaliero |
| ILCV · iShares Trust | 0,02% | 2.094 SH | 11 Settembre 2026 | Giornaliero |
| TOK · iShares Trust | 0,02% | 371 SH | 10 Settembre 2026 | Giornaliero |
| IUSG · iShares Trust | 0,02% | 49.957 SH | 11 Settembre 2026 | Giornaliero |
| KOKU · DBX ETF Trust | 0,02% | 1.085 NS | 31 Agosto 2026 | N-PORT |
| URTH · iShares, Inc. | 0,02% | 11.345 SH | 10 Settembre 2026 | Giornaliero |
| ACWI · iShares Trust | 0,01% | 34.862 SH | 10 Settembre 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 276.595 SH | 19 Agosto 2026 | Giornaliero |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 379.321 SH | 19 Agosto 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,01% | 1.738 NS | 31 Luglio 2026 | N-PORT |
| USCL · iShares Trust | 0,01% | 1.589 SH | 10 Settembre 2026 | Giornaliero |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 1.708.883 SH | 19 Agosto 2026 | Giornaliero |
| VWO · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 1.522.763 SH | 19 Agosto 2026 | Giornaliero |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 Luglio 2026 | Giornaliero |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 Luglio 2026 | Giornaliero |
| IJH · iShares Trust | · | 4.062.620 SH | 11 Settembre 2026 | Giornaliero |
| IJK · iShares Trust | · | 329.059 SH | 11 Settembre 2026 | Giornaliero |
| IJJ · iShares Trust | · | 301.234 SH | 21 Agosto 2026 | Giornaliero |
SUI Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
19 analisti · 2026-10-24Target medio $135.95 +13,1%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
Ultime notizie Notizie recenti che menzionano questa società
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