SUN Sunoco LP Common Units representing limited partner interests
SUN Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
SUN 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 |
|---|---|
| 07 Agosto 2026 | $1,0020 |
| 08 Maggio 2026 | $0,9900 |
| 06 Febbraio 2026 | $0,9320 |
| 30 Ottobre 2025 | $0,9200 |
| 08 Agosto 2025 | $0,9090 |
| 09 Maggio 2025 | $0,8980 |
| 07 Febbraio 2025 | $0,8870 |
| 08 Novembre 2024 | $0,8760 |
| 09 Agosto 2024 | $0,8760 |
| 10 Maggio 2024 | $0,8760 |
| 06 Febbraio 2024 | $0,8420 |
| 27 Ottobre 2023 | $0,8420 |
| 11 Agosto 2023 | $0,8420 |
| 05 Maggio 2023 | $0,8420 |
| 06 Febbraio 2023 | $0,8260 |
| 03 Novembre 2022 | $0,8260 |
| 05 Agosto 2022 | $0,8260 |
| 06 Maggio 2022 | $0,8260 |
| 07 Febbraio 2022 | $0,8260 |
| 04 Novembre 2021 | $0,8260 |
SUN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 3 27,3%
- Compra 7 63,6%
- Mantieni 1 9,1%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
7 analisti · 2026-08-15Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.94 | $2.22 | -1.3% |
| 31 Marzo 2026 | $2.85 | $1.25 | 1.6% |
| 31 Dicembre 2025 | $0.09 | $1.05 | -0.96% |
| 30 Settembre 2025 | $0.64 | $1.07 | -0.43% |
| 30 Giugno 2025 | $0.33 | $1.22 | -0.89% |
| 31 Marzo 2025 | $1.21 | $1.34 | -0.13% |
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 |
|---|---|---|---|---|---|---|
| SUN | — | — | 11.1% | 2.1% | — | — |
| MPC | — | 12.3 | -4.4% | 3.0% | 23.1% | — |
| PSX | — | 12.0 | -7.5% | 3.3% | 15.6% | — |
| VLO | $109.56B | 21.5 | -5.5% | 1.9% | 9.7% | — |
| DINO | $10.29B | 15.0 | -6.0% | 2.1% | 6.3% | — |
| PBF | — | -19.5 | -11.4% | -0.54% | -2.9% | — |
| CLMT | $1.72B | -50.9 | -1.2% | -0.82% | 3.9% | 5.9% |
| DK | $2.29B | -78.1 | -9.5% | -0.21% | -5.4% | — |
| SUNC | — | -492.8 | 11.1% | -0.02% | — | — |
| PARR | — | 4.9 | -6.4% | 5.0% | 27.8% | — |
| CVI | $2.56B | 94.2 | -5.9% | 0.38% | 3.8% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 12
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $25.20B | $22.69B | $23.07B | $25.73B | $17.60B | $10.71B | $16.60B | $16.99B | $11.72B | $9.99B | $12.43B | · | |
| Cost of Revenue | $22.41B | $20.59B | $21.70B | $24.35B | $16.25B | $9.65B | $15.38B | $15.87B | $10.62B | $8.83B | $11.45B | · | |
| Gross Profit | · | · | · | · | $1.35B | $1.06B | $1.22B | $1.12B | $1.11B | $1.16B | $980M | · | |
| SG&A Expense | $296M | $277M | $126M | $120M | $109M | $112M | $136M | $141M | $140M | $155M | $126M | · | |
| Operating Expenses | $24.27B | $21.90B | $22.43B | $25.05B | $16.85B | $10.29B | $752M | $777M | $879M | $1.01B | $728M | · | |
| Operating Income | $935M | $791M | $635M | $678M | $749M | $417M | $464M | $345M | $229M | $145M | $252M | · | |
| Interest Expense | $541M | $391M | $217M | $182M | $163M | $175M | $173M | $144M | $209M | $189M | $67M | · | |
| Other Non-op | $83M | $5M | $7M | $1M | · | · | · | · | · | · | · | · | |
| Pretax Income | · | · | · | · | · | $236M | $296M | $92M | $20M | $-16M | $185M | · | |
| Income Tax | $62M | $175M | $36M | $26M | $30M | $24M | $-17M | $34M | $-306M | $-72M | $29M | · | |
| Net Income | $527M | $866M | $394M | $475M | $524M | $212M | $313M | $-207M | $149M | $-406M | $87M | · | |
| EBITDA | $1.62B | $1.16B | $822M | $871M | $926M | $606M | $647M | $527M | $398M | $71M | $519M | · |
Stato Patrimoniale 23
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $891M | $94M | · | · | $25M | $97M | $21M | $56M | $28M | $103M | $52M | $129M | |
| Receivables | $1.97B | $1.16B | $856M | $890M | $526M | $295M | $399M | $374M | $541M | $539M | $308M | $257M | |
| Inventory | $2.38B | $1.07B | $889M | $821M | $534M | $382M | $419M | $374M | $426M | $423M | $467M | $440M | |
| Other Current Assets | $270M | $141M | $133M | $175M | $95M | $62M | $73M | $64M | $81M | $73M | $46M | $60M | |
| Current Assets | $5.52B | $2.46B | $1.93B | $1.98B | $1.19B | $847M | $924M | $905M | $4.54B | $1.32B | $1.27B | $1.28B | |
| PP&E (Net) | $13.41B | $7.67B | $1.84B | $1.76B | $1.67B | $1.43B | $1.44B | $1.55B | $1.56B | $1.58B | $3.15B | $2.08B | |
| PP&E (Gross) | $15.26B | $8.91B | $2.97B | $2.80B | $2.58B | $2.23B | $2.13B | $2.13B | $2.01B | $1.94B | $3.49B | $2.17B | |
| Accum. Depreciation | $1.85B | $1.24B | $1.13B | $1.04B | $914M | $806M | $692M | $587M | $455M | $358M | $339M | $90M | |
| Goodwill | $3.03B | $1.48B | $1.60B | $1.60B | $1.57B | $1.56B | $1.55B | $1.56B | $1.43B | $1.55B | $1.69B | $3.14B | |
| Intangibles | $2.41B | $547M | $544M | $588M | $542M | $588M | $646M | $708M | $768M | $775M | $1.26B | $893M | |
| Other Non-current Assets | $928M | $400M | $290M | $245M | $188M | $168M | $188M | $161M | $45M | $63M | $48M | $36M | |
| Total Assets | $28.36B | $14.38B | $6.83B | $6.83B | $5.82B | $5.27B | $5.44B | $4.88B | $8.34B | $8.70B | $8.84B | $8.84B | |
| Accounts Payable | $2.48B | $1.25B | $828M | $966M | $515M | $267M | $445M | $412M | $559M | $616M | $434M | $383M | |
| Accrued Liabilities | $953M | $457M | $353M | $310M | $291M | $282M | $219M | $299M | $368M | $372M | $308M | $291M | |
| Current Liabilities | $4.00B | $1.95B | $1.37B | $1.41B | $890M | $653M | $744M | $865M | $1.21B | $1.10B | $762M | $745M | |
| Capital Leases | $1.25B | $479M | $511M | $528M | $521M | $538M | $530M | $0 | · | · | $7.0K | $494.0K | |
| Deferred Tax | $1.14B | $157M | $166M | $156M | $114M | $104M | $109M | · | · | · | · | $391M | |
| Other Non-current Liabilities | $512M | $158M | $116M | $111M | $104M | $109M | $97M | $123M | $125M | $116M | $170M | $89M | |
| Total Liabilities | $20.35B | $10.31B | $5.85B | $5.89B | $5.00B | $4.63B | $4.68B | $4.09B | $6.10B | $6.50B | $3.58B | $2.31B | |
| Long-term Debt | $13.37B | $7.48B | $3.58B | $3.57B | $2.67B | $3.11B | $2.90B | $2.28B | $3.52B | $3.51B | $1.50B | $871M | |
| Total Debt | · | · | · | · | · | · | · | $5M | $6M | $5M | · | · | |
| AOCI | $-6M | $2M | $0 | · | · | · | · | · | · | · | · | · | |
| Liabilities + Equity | $28.36B | $14.38B | $6.83B | $6.83B | $5.82B | $5.27B | $5.44B | $4.88B | $8.34B | $8.70B | $8.84B | $6.15B |
Flusso di cassa 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $688M | $368M | $187M | $193M | $177M | $189M | $183M | $182M | $169M | $319M | $150M | · | |
| Stock-based Comp | $19M | $17M | $17M | $14M | $16M | $14M | $13M | $12M | $24M | $13M | $8M | · | |
| Deferred Tax | $38M | $-14M | $13M | $28M | $10M | $5M | $6M | $6M | $-308M | $-8M | $31M | · | |
| Amort. of Intangibles | $45M | $37M | $44M | $48M | $52M | $57M | $56M | $43M | $61M | $61M | $37M | · | |
| Other Non-cash | $-461M | $-688M | $-11M | $-149M | $-184M | $82M | $-80M | · | $269M | · | $68M | · | |
| Operating Cash Flow | $1.19B | $549M | $600M | $561M | $543M | $502M | $435M | $447M | $303M | $466M | $349M | · | |
| CapEx | · | · | · | $186M | $157M | $124M | $148M | $103M | $177M | $439M | $178M | · | |
| Investing Cash Flow | $-2.81B | $477M | $-288M | $-464M | $-387M | $-120M | $-164M | $-469M | $-132M | $-331M | $-1.13B | · | |
| Debt Issued | · | $1.50B | $500M | $0 | $800M | $800M | $600M | $2.20B | $0 | $2.83B | $1.40B | · | |
| Net Debt Issued | · | $1.08B | $500M | $0 | $-452M | $210M | $591M | · | $-5M | · | $1.16B | · | |
| Stock Repurchased | · | · | · | · | · | $0 | $0 | $540M | $0 | · | · | · | |
| Net Stock Activity | · | · | · | · | · | $0 | $0 | · | · | · | · | · | |
| Financing Cash Flow | $2.41B | $-961M | $-365M | $-40M | $-228M | $-306M | $-306M | $-2.68B | $-339M | $2.50B | $1.95B | · | |
| Net Change in Cash | $797M | $65M | $-53M | $57M | $-72M | $76M | $-35M | $28M | $-75M | $51M | $-77M | · | |
| Taxes Paid | · | · | · | · | · | · | · | $501M | $-1M | $-30M | $51M | · | |
| Free Cash Flow | · | · | · | $375M | $386M | $378M | $287M | · | $200M | · | $17M | · | |
| Levered FCF | · | · | · | · | · | $221M | $104M | · | $-3.21B | · | $-52M | · |
Redditività 7
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | 7.7% | 9.9% | 7.3% | · | 9.4% | 14.1% | 8.6% | · | |
| Operating Margin | 3.7% | 3.5% | 2.8% | 2.6% | 4.3% | 3.9% | 2.8% | 2.0% | 1.9% | -1.6% | 1.9% | · | |
| Net Margin | 2.1% | 3.8% | 1.7% | 1.8% | 3.0% | 2.0% | 1.9% | -1.2% | 1.3% | -2.6% | 0.52% | · | |
| Pretax Margin | · | · | · | · | · | 2.2% | 1.8% | 0.54% | 0.17% | -2.8% | 1.4% | · | |
| EBITDA Margin | 6.4% | 5.1% | 3.6% | 3.4% | 5.3% | 5.7% | 3.9% | 3.1% | 3.4% | 0.45% | 3.1% | · | |
| ROA | 2.5% | 8.2% | 5.8% | 7.5% | 9.5% | 4.0% | 6.1% | -4.2% | 1.8% | -4.6% | 1.2% | · | |
| ROIC | · | · | · | · | · | · | · | 4350.0% | 62211.7% | -4608.1% | · | · |
Liquidità e Solvibilità 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.3 | 1.4 | 1.4 | 1.3 | 1.3 | 1.2 | 1.0 | 3.7 | 1.2 | 1.5 | · | |
| Quick Ratio | 0.2 | · | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | 0.5 | · | |
| Interest Coverage | 1.7 | 2.0 | 2.9 | 3.7 | 4.6 | 2.4 | 2.7 | 2.4 | 1.1 | -1.3 | 3.6 | · |
Efficienza 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 2.1 | 3.4 | 4.1 | 3.2 | 2.0 | 3.2 | 3.5 | 1.4 | 1.8 | 2.2 | · | |
| Inventory Turnover | 13.0 | 21.0 | 25.4 | 35.9 | 35.5 | 24.1 | 38.8 | 39.7 | 25.0 | · | 36.1 | · | |
| Receivables Turnover | · | · | 26.4 | 36.3 | 42.9 | 30.9 | 42.9 | 37.1 | 21.7 | 37.1 | 65.5 | · |
Tassi di Crescita 6
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.1% | -1.6% | -10.3% | 46.2% | 64.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.69% | 8.8% | 29.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 18.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -39.1% | 119.8% | -17.1% | -9.3% | 147.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.5% | 18.2% | 22.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.0% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $25.20B | $22.69B | $23.07B | $25.73B | $17.60B | $10.71B | $16.60B | $16.99B | $11.72B | $9.99B | $12.43B | $4.87B | |
| Net Income TTM | $527M | $866M | $394M | $475M | $524M | $212M | $313M | $-207M | $149M | $-406M | $87M | $36M |
Conto Economico 12
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14.26B | $10.69B | $8.60B | $6.03B | $5.39B | $5.18B | $5.27B | $5.75B | $6.17B | $5.50B | $6.32B | $5.75B | $5.36B | $6.59B | $7.82B | $5.40B | |
| Cost of Revenue | $12.79B | $9.00B | $7.68B | $5.39B | $4.82B | $4.53B | $4.64B | $5.33B | $5.61B | $5.01B | $5.79B | $5.43B | $4.99B | $6.26B | $7.47B | $4.97B | |
| Gross Profit | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $430M | |
| SG&A Expense | $159M | $155M | $-43M | $51M | $50M | $39M | $0 | $55M | $134M | $88M | $30M | $33M | $29M | $29M | $30M | $27M | |
| Operating Expenses | $13.68B | $9.82B | $8.42B | $5.78B | $5.19B | $4.88B | $5.03B | $5.64B | $6.02B | $5.20B | $5.98B | $5.60B | · | · | · | $171M | |
| Operating Income | $583M | $866M | $184M | $252M | $203M | $296M | $237M | $107M | $150M | $297M | $338M | $141M | $199M | $150M | $173M | $259M | |
| Interest Expense | $204M | $201M | $166M | $131M | $123M | $121M | $117M | $116M | $95M | $63M | $56M | $53M | $53M | $49M | $45M | $41M | |
| Other Non-op | $-64M | $-27M | $85M | $-1M | $-1M | $0 | $12M | $-5M | $-3M | $1M | $0 | $7M | $0 | $0 | $0 | · | |
| Pretax Income | · | · | · | · | · | · | · | · | · | · | · | · | · | $102M | $129M | $219M | |
| Income Tax | $79M | $35M | $46M | $11M | $7M | $-2M | $4M | $15M | $149M | $7M | $11M | $9M | $7M | $19M | $8M | $3M | |
| Net Income | $283M | $644M | $101M | $133M | $86M | $207M | $141M | $2M | $493M | $230M | $272M | $87M | $141M | $83M | $121M | $216M | |
| EBITDA | $865M | $1.15B | · | $411M | $357M | $452M | · | $202M | $228M | $340M | $382M | $190M | $247M | $205M | $222M | $306M |
Stato Patrimoniale 23
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $891M | · | · | · | $94M | · | · | · | · | · | · | · | · | · | |
| Receivables | $3.28B | $3.44B | · | $1.32B | $1.04B | $1.03B | · | $902M | $1.02B | $893M | $1.15B | $543M | $573M | $730M | $906M | $725M | |
| Inventory | $2.39B | $2.35B | $2.38B | $1.14B | $1.18B | $1.11B | $1.07B | $890M | $1.04B | $953M | $909M | $931M | $768M | $776M | $757M | $704M | |
| Other Current Assets | $269M | $342M | $270M | $112M | $150M | $199M | $141M | $157M | $127M | $125M | $162M | $144M | $185M | $151M | $334M | $478M | |
| Current Assets | $6.78B | $6.85B | $5.52B | $5.81B | $2.48B | $2.51B | $2.46B | $2.06B | $2.44B | $2.72B | $2.48B | $1.87B | $1.73B | $1.86B | $2.18B | $2.02B | |
| PP&E (Net) | $13.67B | $13.82B | $13.41B | $7.71B | $7.67B | $7.61B | $7.67B | $7.75B | $8.85B | $1.86B | $1.82B | $1.82B | $1.73B | $1.67B | $1.68B | $1.63B | |
| PP&E (Gross) | $16.00B | $15.98B | $15.26B | $9.38B | $9.21B | $8.99B | $8.91B | $8.86B | $9.87B | $2.82B | $2.92B | $2.92B | $2.79B | $2.67B | $2.65B | $2.57B | |
| Accum. Depreciation | $2.33B | $2.16B | $1.85B | $1.67B | $1.53B | $1.39B | $1.24B | $1.10B | $1.03B | $960M | $1.10B | $1.10B | $1.07B | $1.01B | $976M | $943M | |
| Goodwill | $3.06B | $3.06B | $3.03B | $1.48B | $1.48B | $1.48B | $1.48B | $1.48B | $1.48B | $1.46B | $1.60B | $1.60B | $1.60B | $1.59B | $1.59B | $1.57B | |
| Intangibles | $2.34B | $2.37B | $2.41B | $526M | $533M | $540M | $547M | $553M | $716M | $523M | $554M | $564M | $576M | $594M | $614M | $530M | |
| Other Non-current Assets | $963M | $1.03B | $928M | $476M | $486M | $435M | $400M | $396M | $372M | $278M | $267M | $271M | $258M | $209M | $212M | $196M | |
| Total Assets | $29.93B | $30.26B | $28.36B | $17.84B | $14.43B | $14.34B | $14.38B | $14.12B | $14.46B | $7.39B | $7.37B | $6.78B | $6.55B | $6.57B | $6.92B | $6.61B | |
| Accounts Payable | $3.52B | $3.43B | · | $1.11B | $927M | $1.00B | · | $929M | $1.10B | $1.02B | $991M | $783M | $730M | $868M | $995M | $705M | |
| Accrued Liabilities | $1.06B | $923M | $953M | $522M | $448M | $460M | $457M | $515M | $613M | $302M | $350M | $343M | $291M | $326M | $314M | $275M | |
| Current Liabilities | $5.26B | $4.91B | $4.00B | $1.87B | $1.63B | $1.62B | $1.95B | $1.78B | $1.94B | $1.65B | $1.48B | $1.22B | $1.17B | $1.32B | $1.50B | $1.08B | |
| Capital Leases | $1.34B | $1.31B | $1.25B | $563M | $507M | $500M | $479M | $482M | $488M | $431M | $514M | $527M | $528M | $519M | $521M | $522M | |
| Deferred Tax | $1.06B | $1.16B | $1.14B | $170M | $164M | $161M | $157M | $166M | $117M | $181M | $162M | $158M | $159M | $151M | $156M | $155M | |
| Other Non-current Liabilities | $528M | $536M | $512M | $150M | $150M | $152M | $158M | $173M | $193M | $119M | $115M | $113M | $113M | $112M | $111M | $107M | |
| Total Liabilities | $21.58B | $21.91B | $20.35B | $12.30B | $10.33B | $10.19B | $10.31B | $9.94B | $10.13B | $6.27B | $6.19B | $5.78B | $5.55B | $5.60B | $5.94B | $5.66B | |
| Long-term Debt | · | · | $13.37B | · | · | · | $7.48B | · | · | $3.80B | $3.80B | · | · | · | · | · | |
| Total Debt | $6M | $12M | · | $2M | $2M | $2M | · | $78M | $76M | · | · | · | · | · | · | · | |
| AOCI | $-45M | $-16M | $-6M | $-2M | $-2M | $-3M | $2M | $1M | · | · | · | · | · | · | · | · | |
| Liabilities + Equity | $29.93B | $30.26B | $28.36B | $17.84B | $14.43B | $14.34B | $14.38B | $14.12B | $14.46B | $7.39B | $7.37B | $6.78B | $6.55B | $6.57B | $6.92B | $6.61B |
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 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $282M | $286M | $219M | $159M | $154M | $156M | $152M | $95M | $78M | $43M | $44M | $49M | $48M | $55M | $49M | $47M | |
| Stock-based Comp | $7M | $6M | $5M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | $4M | $5M | $4M | $3M | $5M | |
| Deferred Tax | $-7M | $17M | · | · | $1M | $-7M | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-552M | · | · | · | $-211M | · | · | · | $9M | · | · | $132M | · | · | $-245M | |
| Operating Cash Flow | $1.10B | $454M | $392M | $401M | $243M | $156M | $123M | $210M | $-70M | $286M | $-1M | $91M | $326M | $303M | $314M | $23M | |
| CapEx | $173M | $199M | · | $157M | $160M | $101M | · | $101M | $70M | $41M | $45M | $50M | $37M | $42M | $29M | $26M | |
| Investing Cash Flow | $-268M | $-430M | $-2.21B | $-244M | $-249M | $-101M | $-132M | $-118M | $950M | $-223M | $-43M | $-139M | $-31M | $-21M | $-20M | $-285M | |
| Debt Issued | $0 | $1.20B | · | $1.90B | $0 | $1.00B | · | $0 | $1.50B | $0 | $500M | · | · | · | · | · | |
| Net Debt Issued | · | $1.20B | · | · | · | $397M | · | · | · | · | · | · | $0 | · | · | $-2M | |
| Dividends Paid | $51M | $48M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-778M | $-197M | $-527M | $2.97B | $-50M | $23M | $-13M | $-202M | $-869M | $123M | $61M | $98M | $-188M | $-254M | $-230M | $341M | |
| Net Change in Cash | $55M | $-173M | $-2.35B | $3.12B | $-56M | $78M | $-22M | $-110M | $11M | $186M | $17M | $50M | $107M | $28M | $64M | $79M | |
| Free Cash Flow | · | $255M | · | · | · | $55M | · | · | · | $245M | · | · | $289M | · | · | $-3M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-43M |
Redditività 6
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 8.0% | |
| Operating Margin | 4.1% | 8.1% | · | 4.2% | 3.8% | 5.7% | · | 1.9% | 2.4% | 5.4% | 5.3% | 2.5% | 3.7% | 2.3% | 2.2% | 4.8% | |
| Net Margin | 2.0% | 6.0% | · | 2.2% | 1.6% | 4.0% | · | 0.03% | 8.0% | 4.2% | 4.3% | 1.5% | 2.6% | 1.3% | 1.6% | 4.0% | |
| Pretax Margin | · | · | · | · | · | · | · | · | · | · | · | · | · | 1.6% | 1.7% | 4.0% | |
| EBITDA Margin | 6.1% | 10.8% | · | 6.8% | 6.6% | 8.7% | · | 3.5% | 3.7% | 6.2% | 6.0% | 3.3% | 4.6% | 3.1% | 2.8% | 5.7% | |
| ROA | 1.3% | 2.9% | · | 0.83% | 0.60% | 1.9% | · | 0.02% | 4.6% | 3.3% | 3.9% | 1.3% | 2.1% | 1.4% | 1.9% | 3.6% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | · | 3.1 | 1.5 | 1.5 | · | 1.2 | 1.3 | 1.7 | 1.7 | 1.5 | 1.5 | 1.4 | 1.5 | 1.9 | |
| Quick Ratio | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | 0.8 | 0.4 | 0.5 | 0.6 | 0.6 | 0.7 | |
| Interest Coverage | 2.9 | 4.3 | · | 1.9 | 1.7 | 2.4 | · | 0.9 | 1.6 | 4.7 | 6.0 | 2.7 | 3.8 | 3.1 | 3.8 | 6.3 |
Efficienza 3
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.6 | 0.8 | 0.9 | 0.8 | 0.8 | 1.1 | 1.3 | 0.9 | |
| Inventory Turnover | 7.2 | 5.2 | · | 5.3 | 4.3 | 4.4 | · | 5.9 | 5.7 | 5.8 | 6.9 | 6.4 | 6.8 | 9.9 | 12.0 | 8.8 | |
| Receivables Turnover | 6.6 | 4.8 | · | 5.4 | 5.2 | 5.4 | · | 5.6 | 7.9 | 7.5 | 6.7 | 7.9 | 8.3 | 10.4 | 11.2 | 9.5 |
Valutazione (TTM) 3
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $36.37B | $27.29B | · | $22.35B | $22.49B | $22.60B | · | $23.74B | $23.74B | $22.93B | $24.02B | $25.52B | $25.17B | $24.59B | $22.39B | $18.04B | |
| Net Income TTM | $1.15B | $1.07B | · | $428M | $788M | $932M | · | $997M | $1.08B | $730M | $583M | $432M | $561M | $524M | $607M | $640M | |
| Payout Ratio | · | 7.4% | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
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 | $25.20B | $22.69B | $23.07B | $25.73B | $17.60B |
| Margine Lordo % | — | — | — | — | 7.7% |
| Margine Operativo % | 3.7% | 3.5% | 2.8% | 2.6% | 4.3% |
| Utile netto | $527M | $866M | $394M | $475M | $524M |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Rapporto corrente | 1.4 | 1.3 | 1.4 | 1.4 | 1.3 |
| Quick Ratio | 0.2 | — | 0.6 | 0.6 | 0.6 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | — | — | — | $375M | $386M |
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Proprietari istituzionali (13F) 329 filer · $3.9B 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 |
|---|---|---|---|---|
| 30 (-17 vs trimestre precedente) | 19 (0 vs trimestre precedente) | 76 (-11 vs trimestre precedente) | 86 (+11 vs trimestre precedente) | +8.2M |
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 |
|---|---|---|---|---|
| ALPS ADVISORS INC | $1.649.394.630 | 24.435.476 | 42,24% | Azioni |
| Invesco Ltd. | $596.354.670 | 8.834.884 | 15,27% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $203.245.538 | 3.011.045 | 5,20% | Azioni |
| FMR LLC | $160.837.110 | 2.382.772 | 4,12% | Azioni |
| MORGAN STANLEY | $157.192.448 | 2.328.777 | 4,03% | Azioni |
| Energy Income Partners, LLC | $96.491.385 | 1.429.502 | 2,47% | Azioni |
| Recurrent Investment Advisors LLC | $77.586.795 | 1.149.434 | 1,99% | Azioni |
| GOLDMAN SACHS GROUP INC | $72.953.528 | 1.080.793 | 1,87% | Azioni |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $67.216.095 | 995.794 | 1,72% | Azioni |
| MILLER HOWARD INVESTMENTS INC /NY | $65.752.357 | 974.109 | 1,68% | Azioni |
| Blackstone Inc. | $57.685.163 | 854.595 | 1,48% | Azioni |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $50.938.403 | 754.643 | 1,30% | Azioni |
| BARCLAYS PLC | $46.711.216 | 692.018 | 1,20% | Azioni |
| Fractal Investments LLC | $46.035.135 | 682.002 | 1,18% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $39.076.112 | 578.905 | 1,00% | Azioni |
| BOWEN HANES & CO INC | $38.982.000 | 600.000 | 1,00% | Azioni |
| Adams Asset Advisors, LLC | $38.192.985 | 565.822 | 0,98% | Azioni |
| Allianz Asset Management GmbH | $24.912.428 | 369.073 | 0,64% | Azioni |
| UBS Group AG | $21.682.890 | 321.228 | 0,56% | Azioni |
| ING GROEP NV | $18.022.500 | 267.000 | 0,46% | Azioni |
| COOPERMAN LEON G | $15.254.595 | 225.994 | 0,39% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.493.250 | 199.900 | 0,35% | Opzione Call |
| LPL Financial LLC | $11.845.625 | 175.491 | 0,30% | Azioni |
| Kercheville Advisors, LLC | $10.738.307 | 159.086 | 0,27% | Azioni |
| Sanctuary Advisors, LLC | $10.469.302 | 155.101 | 0,27% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $10.453.725 | 154.870 | 0,27% | Azioni |
| HUB Investment Partners, LLC | $9.813.084 | 145.379 | 0,25% | Azioni |
| Beacon Pointe Advisors, LLC | $9.227.385 | 136.702 | 0,24% | Azioni |
| JANE STREET GROUP, LLC | $9.220.500 | 136.600 | 0,24% | Opzione Call |
| Texas Yale Capital Corp. | $9.105.480 | 134.896 | 0,23% | Azioni |
| Waverly Advisors, LLC | $9.007.733 | 133.448 | 0,23% | Azioni |
| CITADEL ADVISORS LLC | $8.194.500 | 121.400 | 0,21% | Opzione Put |
| CITADEL ADVISORS LLC | $7.722.000 | 114.400 | 0,20% | Opzione Call |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.641.000 | 113.200 | 0,20% | Opzione Put |
| EXCHANGE TRADED CONCEPTS, LLC | $7.173.968 | 106.281 | 0,18% | Azioni |
| CIBC Private Wealth Group LLC | $7.104.171 | 142.055 | 0,18% | Azioni |
| Susquehanna Portfolio Strategies, LLC | $6.182.123 | 91.587 | 0,16% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $5.596.289 | 82.908 | 0,14% | Azioni |
| Summit Financial, LLC | $5.165.865 | 76.531 | 0,13% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $5.146.086 | 76.238 | 0,13% | Azioni |
| Corigliano Investment Advisers, LLC | $5.028.678 | 77.400 | 0,13% | Azioni |
| JANE STREET GROUP, LLC | $4.893.750 | 72.500 | 0,13% | Opzione Put |
| Waldron Private Wealth LLC | $4.792.500 | 71.000 | 0,12% | Azioni |
| BANK OF AMERICA CORP /DE/ | $4.618.890 | 68.428 | 0,12% | Azioni |
| Cetera Investment Advisers | $4.192.638 | 62.112 | 0,11% | Azioni |
| NBW CAPITAL LLC | $4.073.322 | 76.009 | 0,10% | Azioni |
| J.W. COLE ADVISORS, INC. | $3.990.979 | 59.126 | 0,10% | Azioni |
| Annis Gardner Whiting Capital Advisors, LLC | $3.834.000 | 56.800 | 0,10% | Azioni |
| Mariner, LLC | $3.552.942 | 52.636 | 0,09% | Azioni |
| AlTi Global, Inc. | $3.459.645 | 51.254 | 0,09% | Azioni |
| Gilman Hill Asset Management, LLC | $3.398.558 | 50.349 | 0,09% | Azioni |
| TORONTO DOMINION BANK | $3.361.365 | 49.798 | 0,09% | Azioni |
| Kestra Advisory Services, LLC | $3.311.937 | 49.066 | 0,08% | Azioni |
| Cresset Asset Management, LLC | $3.200.576 | 47.416 | 0,08% | Azioni |
| OSAIC HOLDINGS, INC. | $3.167.183 | 46.918 | 0,08% | Azioni |
| CAPTRUST FINANCIAL ADVISORS | $3.060.748 | 45.344 | 0,08% | Azioni |
| WOLVERINE TRADING, LLC | $3.034.226 | 61.100 | 0,08% | Opzione Put |
| Sovereign Investment Advisors, LLC | $2.937.735 | 43.522 | 0,08% | Azioni |
| Crescent Grove Advisors, LLC | $2.827.170 | 41.884 | 0,07% | Azioni |
| Barnett & Company, Inc. | $2.557.103 | 37.883 | 0,07% | Azioni |
| FIRST TRUST ADVISORS LP | $2.510.392 | 37.191 | 0,06% | Azioni |
| Advisors Asset Management, Inc. | $2.464.799 | 47.916 | 0,06% | Azioni |
| PARK CIRCLE Co | $2.453.625 | 36.350 | 0,06% | Azioni |
| Linscomb Wealth, Inc. | $2.366.415 | 35.058 | 0,06% | Azioni |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.166.535 | 32.097 | 0,06% | Azioni |
| NewEdge Advisors, LLC | $2.113.135 | 31.305 | 0,05% | Azioni |
| MidFirst Bank | $2.058.750 | 30.500 | 0,05% | Azioni |
| WESTWOOD HOLDINGS GROUP INC | $2.058.461 | 30.496 | 0,05% | Azioni |
| PEAK6 LLC | $2.052.000 | 30.400 | 0,05% | Opzione Call |
| STIFEL FINANCIAL CORP | $2.002.601 | 29.669 | 0,05% | Azioni |
| Glenmede Investment Management, LP | $1.954.790 | 39.088 | 0,05% | Azioni |
| GLENMEDE TRUST CO NA | $1.935.900 | 28.680 | 0,05% | Azioni |
| MML INVESTORS SERVICES, LLC | $1.882.468 | 27.888 | 0,05% | Azioni |
| Zurich Insurance Group Ltd/FI | $1.836.000 | 27.200 | 0,05% | Azioni |
| Empirical Asset Management, LLC | $1.828.176 | 27.084 | 0,05% | Azioni |
| HighTower Advisors, LLC | $1.816.571 | 26.912 | 0,05% | Azioni |
| WELLS FARGO & COMPANY/MN | $1.802.048 | 26.697 | 0,05% | Azioni |
| VAN ECK ASSOCIATES CORP | $1.735.358 | 25.709 | 0,04% | Azioni |
| Bison Wealth, LLC | $1.611.914 | 23.859 | 0,04% | Azioni |
| DIVIDEND ASSETS CAPITAL, LLC | $1.559.115 | 23.098 | 0,04% | Azioni |
| Apollon Wealth Management, LLC | $1.494.315 | 22.138 | 0,04% | Azioni |
| Private Advisor Group, LLC | $1.492.679 | 22.114 | 0,04% | Azioni |
| Focus Partners Wealth | $1.486.647 | 22.024 | 0,04% | Azioni |
| CITADEL ADVISORS LLC | $1.460.228 | 21.633 | 0,04% | Azioni |
| CASCADE INVESTMENT GROUP, INC. | $1.456.650 | 21.580 | 0,04% | Azioni |
| IHT Wealth Management, LLC | $1.368.264 | 20.271 | 0,04% | Azioni |
| AMERICAN FINANCIAL GROUP INC | $1.350.000 | 20.000 | 0,03% | Azioni |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.307.380 | 19.030 | 0,03% | Azioni |
| WOLVERINE TRADING, LLC | $1.201.772 | 24.200 | 0,03% | Opzione Call |
| Focus Financial Network, Inc. | $1.120.086 | 16.594 | 0,03% | Azioni |
| Kingsview Wealth Management, LLC | $1.109.083 | 17.071 | 0,03% | Azioni |
| Arax Advisory Partners | $1.088.741 | 16.129 | 0,03% | Azioni |
| US BANCORP \DE\ | $1.064.138 | 15.765 | 0,03% | Azioni |
| Congress Wealth Management LLC / DE / | $1.046.212 | 19.522 | 0,03% | Azioni |
| Austin Wealth Management, LLC | $1.031.116 | 13.934 | 0,03% | Azioni |
| Creative Planning | $1.030.700 | 15.270 | 0,03% | Azioni |
| Quad-Cities Investment Group, LLC | $1.028.005 | 15.230 | 0,03% | Azioni |
| MCDONALD PARTNERS LLC | $1.019.250 | 15.100 | 0,03% | Azioni |
| MGO ONE SEVEN LLC | $1.017.096 | 15.068 | 0,03% | Azioni |
| Baird Financial Group, Inc. | $1.015.403 | 15.043 | 0,03% | Azioni |
Insider aziendali 43 insider · 20 dirigenti · 21 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Joseph Kim | President & CEO | 05 Dicembre 2025 A | 591.888 | 0 | 0 | $0 |
| Robert W Owens | CEO | 05 Dicembre 2017 F | 214.134 | 0 | 0 | $0 |
| Dylan Bramhall | CFO | 05 Dicembre 2025 F | 42.609 | 0 | 0 | $0 |
| Thomas R Miller | CFO | 13 Marzo 2020 P | 89.854 | 0 | 0 | $0 |
| Mary E Sullivan | EVP, CFO & Treasurer | 25 Settembre 2012 A | 5.000 | 0 | 0 | $0 |
| Rocky Dewbre | President & COO | 25 Settembre 2012 A | 5.000 | 0 | 0 | $0 |
| Austin Harkness | EVP, Chief Commercial Officer | 25 Giugno 2026 A | 124.551 | 0 | 0 | $0 |
| Brian A Hand | EVP-Chief Sales Officer | 25 Giugno 2026 A | 190.914 | 0 | 0 | $0 |
| Karl R Fails | EVP & Chief Operations Officer | 05 Dicembre 2025 A | 291.052 | 0 | 0 | $0 |
| Rick Raymer | VP & Controller & PAO | 05 Dicembre 2024 A | 39.313 | 0 | 0 | $0 |
| Arnold Dodderer | GC & Asst. Sec. | 08 Dicembre 2023 A | 89.890 | 0 | 0 | $0 |
| Christopher Curia | EVP - Human Resources | 08 Dicembre 2023 A | 129.828 | 0 | 0 | $0 |
| Alison Gladwin | SVP, Marketing & Admin. | 05 Dicembre 2023 F | 80.611 | 0 | 0 | $0 |
| Camilla A. Harris | VP, Controller & PAO | 16 Dicembre 2019 A | 17.000 | 0 | 0 | $0 |
| Blake Heinemann | SVP, Chief Sales Officer | 19 Dicembre 2018 A | 99.806 | 0 | 0 | $0 |
| Leta Mckinley | VP, Controller & PAO | 21 Dicembre 2017 A | 25.494 | 0 | 0 | $0 |
| Boyd E Foster | EVP-Mnfg & Distribution | 05 Dicembre 2017 F | 31.778 | 0 | 0 | $0 |
| Brad Williams | EVP-Operations West | 05 Dicembre 2017 F | 56.238 | 0 | 0 | $0 |
| Cynthia A Archer | EVP and CMO | 05 Dicembre 2017 F | 65.569 | 0 | 0 | $0 |
| E V Bonner Jr | EVP, Sec and General Counsel | 25 Settembre 2012 A | 5.000 | 0 | 0 | $0 |
| Oscar A. Alvarez | Direttore | 02 Gennaio 2026 A | 25.676 | 0 | 0 | $0 |
| Brett W Smith | Direttore | 02 Gennaio 2026 A | 6.117 | 0 | 0 | $0 |
| David K Skidmore | Direttore | 02 Gennaio 2026 A | 19.248 | 0 | 0 | $0 |
| Ray W Washburne | Direttore | 02 Gennaio 2026 A | 12.815 | 0 | 0 | $0 |
| Bradley C Barron | Direttore | 02 Gennaio 2026 A | 24.640 | 0 | 0 | $0 |
| Imad K. Anbouba | Direttore | 02 Gennaio 2024 A | 19.536 | 0 | 0 | $0 |
| William Presley Williams | Direttore | 03 Gennaio 2022 A | 5.680 | 0 | 0 | $0 |
| Matthew S. Ramsey | Direttore | 14 Dicembre 2021 P | 77.830 | 0 | 0 | $0 |
| James W Bryant | Direttore | 04 Gennaio 2021 A | 21.488 | 0 | 0 | $0 |
| Thomas E Long | Direttore | 30 Dicembre 2020 A | 114.813 | 0 | 0 | $0 |
| Rick K Turner | Direttore | 02 Gennaio 2018 A | 14.476 | 0 | 0 | $0 |
| Richard D Brannon | Direttore | 04 Gennaio 2016 A | 3.913 | 0 | 0 | $0 |
| Sam L Susser | Direttore | 02 Gennaio 2015 A | 273.234 | 0 | 0 | $0 |
| Frank A Risch | Direttore | 11 Settembre 2013 A | — | 0 | 0 | $0 |
| Bryan F Smith JR | Direttore | 01 Marzo 2013 A | 8.552 | 0 | 0 | $0 |
| David P Engel | Direttore | 25 Settembre 2012 P | 21.940 | 0 | 0 | $0 |
| Sam J Susser | Direttore | 25 Settembre 2012 P | 11.000 | 0 | 0 | $0 |
| Armand S Shapiro | Direttore | 25 Settembre 2012 P | 5.000 | 0 | 0 | $0 |
| Energy Transfer Partners, L.P. | Proprietario del 10% | 31 Marzo 2016 J | 6.506.404 | 0 | 0 | $0 |
| Stripes No. 1009 LLC | Proprietario del 10% | 31 Luglio 2015 J | 5.469.718 | 0 | 0 | $0 |
| Stripes LLC | Proprietario del 10% | 31 Luglio 2015 J | 5.549.026 | 0 | 0 | $0 |
| Susser Holdings CORP | Proprietario del 10% | 31 Luglio 2015 J | 11.018.744 | 0 | 0 | $0 |
| Rob L. Jones | — | 01 Marzo 2013 A | 32.552 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 3 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 |
|---|---|---|---|---|---|
| Heritage Holdings, Inc., ETP Holdco Corporation, ETC M-A Acquisition LLC, ETP Retail Holdings, LLC, Atlantic Refining & Marketing Corp., Sunoco, Inc. (R&M), Sunoco, Inc., Heritage ETC, L.P., Heritage ETC GP, L.L.C., Energy Transfer Partners, L.P., Energy Transfer Partners GP, L.P., Energy Transfer Partners, L.L.C., Energy Transfer Equity, L.P., LE GP, LLC, Kelcy L. Warren | 25 Aprile 2016 | — | Deposito iniziale | — | SEC |
| Stripes LLC, Stripes No. 1009 LLC, Susser Holdings Corporation, Heritage Holdings, Inc., ETP Holdco Corporation, ETC M-A Acquisition LLC, La Grange Acquisition, L.P., LA GP, LLC, ETP Retail Holdings, LLC, Sunoco, Inc. (R&M), Sunoco, Inc., Heritage ETC, L.P., Heritage ETC GP, L.L.C., Energy Transfer Partners, L.P., Energy Transfer Partners GP, L.P., Energy Transfer Partners, L.L.C., Energy Transfer Equity, L.P., LE GP, LLC, Kelcy L. Warren ×3 depositi | 11 Agosto 2015 | — | Deposito iniziale | — | SEC |
| Susser Holdings Corporation, Stripes Holdings LLC, Susser Holdings, L.L.C., Stripes LLC, Stripes No. 1009 LLC | 05 Ottobre 2012 | — | 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 56 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 |
|---|---|---|---|---|
| AMZA · ETFis Series Trust I | 14,76% | 983.027 NS | 30 Aprile 2026 | N-PORT |
| AMLP · ALPS ETF Trust | 13,37% | 24.995.944 NS | 31 Maggio 2026 | N-PORT |
| MLPA · Global X Funds | 9,17% | 2.969.966 NS | 31 Maggio 2026 | N-PORT |
| EMLP · First Trust Exchange-Traded Fund IV | 2,05% | 1.197.405 NS | 30 Aprile 2026 | N-PORT |
| EIPX · First Trust Exchange-Traded Fund IV | 1,44% | 110.019 NS | 30 Aprile 2026 | N-PORT |
| ALTY · Global X Funds | 1,29% | 8.800 NS | 31 Maggio 2026 | N-PORT |
| TPYP · Tortoise Capital Series Trust | 0,83% | 107.677 NS | 31 Maggio 2026 | N-PORT |
| GYLD · ARROW ETF TRUST | 0,69% | 3.159 NS | 30 Aprile 2026 | N-PORT |
| EIPI · First Trust Exchange-Traded Fund VI… | 0,55% | 88.536 NS | 31 Maggio 2026 | N-PORT |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | — | — | 15 Luglio 2026 | Giornaliero |
| VXUS · VANGUARD STAR FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VSDB · VANGUARD MALVERN FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VGMS · VANGUARD MALVERN FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 Luglio 2026 | Giornaliero |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 Luglio 2026 | Giornaliero |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 Luglio 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 Luglio 2026 | Giornaliero |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 Luglio 2026 | Giornaliero |
| VEA · VANGUARD TAX-MANAGED FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VYMI · VANGUARD WHITEHALL FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| IXG · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| ISVL · iShares Trust | — | — | 20 Luglio 2026 | Giornaliero |
| CVY · Invesco Exchange-Traded Fund Trust | — | — | 17 Agosto 2026 | Giornaliero |
| PDN · Invesco Exchange-Traded Fund Trust … | — | — | 13 Luglio 2026 | Giornaliero |
| PXF · Invesco Exchange-Traded Fund Trust … | — | — | 13 Luglio 2026 | Giornaliero |
| PIO · Invesco Exchange-Traded Fund Trust … | — | — | 13 Luglio 2026 | Giornaliero |
| IDLV · Invesco Exchange-Traded Fund Trust … | — | — | 15 Luglio 2026 | Giornaliero |
| CGW · Invesco Exchange-Traded Fund Trust … | — | — | 29 Luglio 2026 | Giornaliero |
| GTO · Invesco Actively Managed Exchange-T… | — | — | 18 Agosto 2026 | Giornaliero |
| GTOS · Invesco Actively Managed Exchange-T… | — | — | 14 Agosto 2026 | Giornaliero |
| NEAR · iShares U.S. ETF Trust | — | — | 18 Agosto 2026 | Giornaliero |
| BSJR · Invesco Exchange-Traded Self-Indexe… | — | — | 18 Agosto 2026 | Giornaliero |
| BSJS · Invesco Exchange-Traded Self-Indexe… | — | — | 18 Agosto 2026 | Giornaliero |
| IMFL · Invesco Exchange-Traded Self-Indexe… | — | — | 13 Luglio 2026 | Giornaliero |
| VSGX · VANGUARD WORLD FUND | — | — | 30 Luglio 2026 | Giornaliero |
| EWA · iShares, Inc. | — | — | 17 Agosto 2026 | Giornaliero |
| EPP · iShares, Inc. | — | — | 12 Agosto 2026 | Giornaliero |
| URTH · iShares, Inc. | — | — | 18 Agosto 2026 | Giornaliero |
| EFA · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| EFV · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| IEUS · iShares Trust | — | — | 20 Luglio 2026 | Giornaliero |
| SCZ · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| TOK · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| ACWX · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| ACWI · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| IEFA · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| IXUS · iShares Trust | — | — | 17 Agosto 2026 | Giornaliero |
| IEUR · iShares Trust | — | — | 17 Agosto 2026 | Giornaliero |
| IPAC · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| IQLT · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |