SXC SunCoke Energy, Inc. Common Stock

NYSE · Metals & Mining · Visualizza su SEC EDGAR ↗
$9,23
Prezzo · Ago 18, 2026
Fondamentali al Lug 30, 2026

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

Prezzo
$9.23
Capitalizzazione di Mercato
$925M
P/E (TTM)
-17.8
EPS (TTM)
$-0.52
Ricavi (TTM)
$1.84B
Rendimento div.
4.5%
ROE
-6.9%
D/E Debito/Patrimonio
1.1
Intervallo 52 sett.
$6 – $10

SXC 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 $1.84B
10-point trend, +50.2%
2016-12-31 2025-12-31
EPS $-0.52
10-point trend, -336.4%
2016-12-31 2025-12-31
Flusso di cassa libero $42M
10-point trend, -72.8%
2016-12-31 2025-12-31
Margini -2.4%

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

Metrica
Tendenza 5 anni
SXC
Mediana dei peer
P/E (TTM)
5-point trend, -209.3%
-17.8
24.5
P/S (TTM)
4-point trend, -9.3%
0.5
0.6
P/B
4-point trend, -17.2%
1.5
1.8
EV / EBITDA
4-point trend, +175.9%
13.9
Price / FCF (Prezzo / FCF)
4-point trend, +166.4%
21.9

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

Metrica
Tendenza 5 anni
SXC
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, -124.9%
-2.4%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -180.9%
-2.4%
-0.16%
ROA
5-point trend, -195.2%
-2.6%
-0.40%
ROE
5-point trend, -177.1%
-6.9%
-1.4%
ROIC
5-point trend, -119.9%
-1.8%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
SXC
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, -6.8%
1.1
Current Ratio (Rapporto corrente)
5-point trend, +41.3%
2.1
2.6
Quick Ratio
5-point trend, +17.5%
0.9

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

Metrica
Tendenza 5 anni
SXC
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +26.2%
-5.1%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +26.2%
-2.3%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +26.2%
6.6%
EPS YoY
5-point trend, -200.0%
64.7%
Net Income YoY (Utile Netto YoY)
5-point trend, -201.8%
66.8%

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

Metrica
Tendenza 5 anni
SXC
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -200.0%
$-0.52

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

Metrica
Tendenza 5 anni
SXC
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, -302.3%
-93.7%

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

Dividend Yield
4.5%
Rapporto di Distribuzione Utili
-93.7%
CAGR Dividendi 5Y
Data ex-dividendoImporto
15 Maggio 2026$0,1200
17 Febbraio 2026$0,1200
17 Novembre 2025$0,1200
15 Agosto 2025$0,1200
16 Maggio 2025$0,1200
14 Febbraio 2025$0,1200
14 Novembre 2024$0,1200
15 Agosto 2024$0,1200
14 Maggio 2024$0,1000
14 Febbraio 2024$0,1000
14 Novembre 2023$0,1000
16 Agosto 2023$0,1000
17 Maggio 2023$0,0800
15 Febbraio 2023$0,0800
17 Novembre 2022$0,0800
17 Agosto 2022$0,0800
17 Maggio 2022$0,0600
16 Febbraio 2022$0,0600
17 Novembre 2021$0,0600
17 Agosto 2021$0,0600

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

COMPRA 6 analisti
  • Acquisto forte 1 16,7%
  • Compra 3 50,0%
  • Mantieni 2 33,3%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

2 analisti · 2026-08-13
Target mediano $9.50 +2,9%
Target medio $9.50 +2,9%

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

Sorpresa media
-0.04%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.16 $0.08 0.08%
31 Marzo 2026 $0.02 $0.07 -0.05%
31 Dicembre 2025 $-0.15 $0.09 -0.24%
30 Settembre 2025 $0.26 $0.16 0.10%
30 Giugno 2025 $0.02 $0.18 -0.16%
31 Marzo 2025 $0.20 $0.18 0.02%

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
SXC $721M -13.8 -5.1% -2.4% -6.9%
AMR $2.56B -42.1 -28.0% -2.9% -3.9%
WS $2.11B 248.2 11.3% 0.25% 0.80% 11.7%
RYZ -14.3 -0.60% -1.2% -7.2% 17.1%
MTUS -572.0 6.9% -0.10% -0.17% 8.2%
METC
FRD 6.4 45.5% 3.0% 13.4%
MSB -82.2% 79.1% 64.2%
NUE 21.7 5.7% 5.4% 8.5%

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

Conto Economico 14
Dati annuali Conto Economico per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +22.2% $1.84B $1.94B $2.06B $1.97B $1.46B $1.33B $1.60B $1.45B $1.33B $1.22B $1.36B $1.50B
SG&A Expense 12-point trend, -12.3% $85M $61M $71M $71M $62M $81M $76M $66M $79M $91M $75M $97M
Operating Expenses 12-point trend, +20.1% $1.88B $1.78B $1.94B $1.82B $1.31B $1.26B $1.74B $1.33B $1.23B $1.13B $1.28B $1.57B
Operating Income 12-point trend, +28.8% $-44M $152M $125M $154M $142M $70M $-144M $119M $104M $98M $80M $-62M
Interest Expense 10-point trend, -42.9% · · $27M $32M $42M $56M $60M $61M $61M $54M $56M $48M
Interest Income 4-point trend, +542.9% $4M $5M $3M $700.0K · · · · · · · ·
Pretax Income 12-point trend, +42.0% $-73M $128M $98M $122M $67M $19M $-203M $57M $22M $68M $23M $-126M
Income Tax 12-point trend, +42.2% $-34M $25M $34M $17M $18M $10M $-55M $5M $-82M $9M $-9M $-59M
Net Income 12-point trend, +64.9% $-44M $96M $58M $101M $43M $4M $-152M $26M $122M $14M $-22M $-126M
EPS (Basic) 12-point trend, +71.6% $-0.52 $1.13 $0.68 $1.20 $0.52 $0.04 $-1.98 $0.40 $1.90 $0.22 $-0.34 $-1.83
EPS (Diluted) 12-point trend, +71.6% $-0.52 $1.12 $0.68 $1.19 $0.52 $0.04 $-1.98 $0.40 $1.88 $0.22 $-0.34 $-1.83
Shares (Basic) 12-point trend, +24.3% 85,500,000 85,100,000 84,700,000 83,800,000 83,000,000 83,000,000 76,800,000 64,700,000 64,300,000 64,200,000 65,000,000 68,800,000
Shares (Diluted) 12-point trend, +24.3% 85,500,000 85,300,000 84,900,000 84,600,000 83,700,000 83,200,000 76,800,000 65,500,000 65,200,000 64,400,000 65,000,000 68,800,000
EBITDA 12-point trend, -47.0% $109M $271M $268M $296M $275M $203M $-500.0K $260M $231M $211M $189M $206M
Stato Patrimoniale 30
Dati annuali Stato Patrimoniale per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -36.2% $89M $190M $140M $90M $64M $48M $97M $146M $120M $134M $123M $139M
Receivables 12-point trend, +42.6% $112M $97M $88M $105M $78M $46M $60M $75M $68M $61M $65M $78M
Inventory 12-point trend, +54.6% $220M $181M $183M $175M $127M $127M $147M $110M $111M $92M $122M $142M
Other Current Assets 12-point trend, +422.2% $19M $8M $4M $4M $4M $3M $2M $3M $7M $4M $4M $4M
Current Assets 12-point trend, +25.5% $463M $475M $417M $374M $272M $230M $308M $335M $311M $316M $326M $369M
PP&E (Net) 11-point trend, -22.7% · $1.14B $1.19B $1.23B $1.29B $1.33B $1.39B $1.47B $1.50B $1.54B $1.58B $1.48B
PP&E (Gross) 11-point trend, +25.8% · $2.64B $2.57B $2.51B $2.45B $2.36B $2.29B $2.33B $2.23B $2.17B $2.17B $2.10B
Accum. Depreciation 11-point trend, +141.8% · $1.50B $1.38B $1.28B $1.16B $1.03B $904M $856M $733M $626M $590M $619M
Goodwill 9-point trend, +379.3% $56M $3M · · · $3M $3M $77M $77M $77M $71M $12M
Intangibles 12-point trend, +323.1% $44M $26M $28M $30M $32M $34M $35M $157M $168M $179M $190M $10M
Other Non-current Assets 12-point trend, -1.2% $25M $21M $21M $18M $20M $18M $17M $6M $3M $6M $15M $25M
Total Assets 12-point trend, -8.7% $1.79B $1.67B $1.66B $1.65B $1.62B $1.61B $1.75B $2.05B $2.06B $2.12B $2.26B $1.96B
Accounts Payable 12-point trend, +29.7% $157M $153M $172M $159M $126M $104M $142M $115M $116M $99M $100M $121M
Accrued Liabilities 12-point trend, -14.7% $61M $53M $52M $61M $53M $50M $47M $46M $53M $50M $43M $71M
Short-term Debt · · · · · · · · · · · $0
Current Liabilities 12-point trend, +3.3% $220M $206M $224M $224M $182M $159M $195M $171M $178M $172M $166M $212M
Capital Leases 7-point trend, -9.2% $9M $8M $9M $8M $10M $8M $10M · · · · ·
Deferred Tax 12-point trend, -35.6% $190M $197M $190M $172M $169M $159M $148M $255M $258M $352M $349M $296M
Other Non-current Liabilities 12-point trend, +70.4% $29M $25M $27M $25M $27M $24M $24M $18M $16M $19M $22M $17M
Total Liabilities 12-point trend, -7.2% $1.16B $957M $1.01B $1.03B $1.08B $1.11B $1.24B $1.36B $1.40B $1.48B $1.63B $1.25B
Long-term Debt 12-point trend, +8.2% $686M $492M $490M $532M $614M $677M $783M $838M $864M $854M $999M $634M
Total Debt 12-point trend, +5.2% $686M $492M $490M $532M $614M $677M $783M $838M $864M $854M $999M $652M
Common Stock 12-point trend, +42.9% $1M $1M $1M $1M $1M $1M $1M $700.0K $700.0K $700.0K $700.0K $700.0K
Paid-in Capital 12-point trend, +34.7% $732M $733M $730M $728M $721M $716M $712M $489M $486M $492M $486M $544M
Retained Earnings 12-point trend, +276.3% $52M $138M $80M $54M $-23M $-47M $-30M $127M $101M $-22M $-36M $14M
Treasury Stock 12-point trend, +75.2% $184M $184M $184M $184M $184M $184M $177M $141M $141M $141M $141M $105M
AOCI 12-point trend, +80.5% $-4M $-8M $-13M $-13M $-17M $-17M $-14M $-13M $-21M $-19M $-20M $-22M
Stockholders' Equity 12-point trend, +38.4% $597M $680M $614M $586M $498M $469M $492M $463M $426M $311M $290M $432M
Liabilities + Equity 12-point trend, -8.7% $1.79B $1.67B $1.66B $1.65B $1.62B $1.61B $1.75B $2.05B $2.06B $2.12B $2.26B $1.96B
Shares Outstanding 7-point trend, +2.1% 100,069,991 99,756,420 99,161,446 98,815,780 98,496,809 98,177,941 98,047,389 · · · · ·
Flusso di cassa 20
Dati annuali Flusso di cassa per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +44.5% $154M $119M $143M $142M $134M $134M $144M $142M $128M $114M $109M $106M
Stock-based Comp 12-point trend, -75.5% $2M $4M $5M $7M $6M $4M $4M $3M $5M $6M $7M $10M
Deferred Tax 12-point trend, +64.1% $-23M $4M $19M $2M $9M $12M $-63M $-3M $-87M $3M $-6M $-64M
Amort. of Intangibles 12-point trend, +33.3% $2M $2M $2M $2M $2M $2M $9M $11M $11M $11M $5M $2M
Restructuring 5-point trend, -100.0% · · · · · · · $0 $0 $400.0K $600.0K $2M
Other Non-cash 12-point trend, -86.9% $20M $-54M $25M $-43M $40M $4M $249M $18M $-20M $81M $52M $156M
Operating Cash Flow 12-point trend, -2.8% $109M $169M $249M $209M $233M $158M $182M $186M $148M $219M $141M $112M
CapEx 12-point trend, -46.6% $67M $73M $109M $76M $99M $74M $110M $100M $76M $64M $76M $125M
Investing Cash Flow 10-point trend, -529.3% $-339M $-72M $-109M $-70M $-99M $-75M $-110M $-96M $-55M $-54M · ·
Debt Issued 10-point trend, -100.0% · · $0 $0 $500M $0 $0 $45M $694M $0 $261M $268M
Net Debt Issued 10-point trend, +100.0% · · $0 $0 $-109M $-56M $-90M $-700.0K $49M $-66M $13M $-8M
Stock Issued 3-point trend, -100.0% · · · · · · · · · $0 $0 $90M
Stock Repurchased 9-point trend, -100.0% · · · $0 $0 $7M $36M $0 $0 $0 $36M $85M
Net Stock Activity 8-point trend, -100.0% · · · $0 $0 $-7M $-36M · $0 $0 $-36M $5M
Dividends Paid 12-point trend, +989.5% $41M $38M $31M $24M $20M $20M $5M $0 $0 $0 $28M $4M
Financing Cash Flow 10-point trend, +174.8% $129M $-47M $-90M $-112M $-118M $-131M $-121M $-64M $-108M $-172M · ·
Net Change in Cash 12-point trend, -6.7% $-101M $50M $50M $26M $15M $-49M $-49M $26M $-14M $11M $-16M $-95M
Taxes Paid 12-point trend, +40.7% $13M $18M $18M $14M $3M $1M $10M $4M $6M $-2M $2M $9M
Free Cash Flow 12-point trend, +261.5% $42M $96M $140M $133M $134M $84M $72M $86M $73M $155M $65M $12M
Levered FCF 10-point trend, +394.4% · · $122M $106M $104M $58M $28M $29M $-213M $109M $-13M $-41M
Redditività 7
Dati annuali Redditività per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -132.4% -2.4% 7.8% 6.1% 7.8% 9.7% 5.2% -9.0% 8.2% 7.7% 7.9% 5.9% 7.5%
Net Margin 12-point trend, +71.8% -2.4% 5.0% 2.8% 5.1% 3.0% 0.28% -9.5% 1.8% 9.2% 1.2% -1.6% -8.6%
Pretax Margin 12-point trend, -225.3% -4.0% 6.6% 4.7% 6.2% 4.6% 1.4% -12.7% 3.9% 1.6% 5.6% 1.7% 3.2%
EBITDA Margin 12-point trend, -57.5% 5.9% 14.0% 13.0% 15.0% 18.9% 15.3% -0.03% 17.9% 17.4% 17.2% 13.9% 14.0%
ROA 12-point trend, +59.6% -2.6% 5.8% 3.5% 6.2% 2.7% 0.22% -8.0% 1.3% 5.9% 0.66% -0.98% -6.3%
ROE 12-point trend, +72.9% -6.9% 14.8% 9.6% 18.6% 9.0% 0.77% -31.9% 5.9% 33.2% 4.8% -6.1% -25.5%
ROIC 12-point trend, -121.6% -1.8% 10.4% 7.3% 11.8% 9.3% 2.8% -8.3% 8.4% 37.7% 7.2% 8.6% 8.5%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +8.3% 2.1 2.3 1.9 1.7 1.5 1.4 1.6 2.0 1.7 1.8 2.0 1.9
Quick Ratio 12-point trend, -10.7% 0.9 1.4 1.0 0.9 0.8 0.6 0.8 1.3 1.1 1.1 1.1 1.0
Debt / Equity 12-point trend, -23.9% 1.1 0.7 0.8 0.9 1.2 1.4 1.6 1.8 2.0 2.7 3.4 1.5
LT Debt / Equity 12-point trend, -23.9% 1.1 0.7 0.8 0.9 1.2 1.4 1.6 1.8 2.0 2.7 3.4 1.5
Interest Coverage 10-point trend, +163.8% · · 4.6 4.8 3.3 1.2 -2.4 1.9 1.7 1.8 1.4 1.7
Efficienza 2
Dati annuali Efficienza per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +43.7% 1.1 1.2 1.2 1.2 0.9 0.8 0.8 0.7 0.6 0.6 0.6 0.7
Receivables Turnover 12-point trend, -3.7% 17.7 20.9 21.4 21.6 23.5 25.2 23.7 20.2 20.6 19.5 19.0 18.3
Per Azione 5
Dati annuali Per Azione per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 4-point trend, +0.7% $5.97 $6.82 $6.19 $5.93 · · · · · · · ·
Revenue / Share 12-point trend, +0.4% $21.49 $22.69 $24.30 $23.32 $17.40 $16.02 $20.84 $22.15 $20.42 $19.00 $20.96 $21.41
Cash Flow / Share 12-point trend, -32.5% $1.28 $1.98 $2.93 $2.47 $2.78 $1.90 $2.37 $2.84 $2.28 $3.40 $2.17 $1.89
Cash / Share 4-point trend, -2.7% $0.89 $1.90 $1.41 $0.91 · · · · · · · ·
EPS (TTM) 12-point trend, +71.6% $-0.52 $1.12 $0.68 $1.19 $0.52 $0.04 $-1.98 $0.40 $1.88 $0.22 $-0.34 $-1.83
Tassi di Crescita 8
Dati annuali Tassi di Crescita per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -154.9% -5.1% -6.2% 4.6% 35.5% 9.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -114.9% -2.3% 10.0% 15.7% · · · · · · · · ·
Revenue CAGR 5Y 6.6% · · · · · · · · · · ·
EPS YoY 4-point trend, -94.6% · 64.7% -42.9% 128.8% 1200.0% · · · · · · ·
EPS CAGR 3Y 2-point trend, -81.5% · 29.1% 157.1% · · · · · · · · ·
Net Income YoY 4-point trend, -93.8% · 66.8% -42.9% 132.0% 1073.0% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -79.8% · 30.2% 149.6% · · · · · · · · ·
Dividend CAGR 5Y 15.8% · · · · · · · · · · ·
Valutazione (TTM) 17
Dati annuali Valutazione (TTM) per SXC
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +22.2% $1.84B $1.94B $2.06B $1.97B $1.46B $1.33B $1.60B $1.45B $1.33B $1.22B $1.36B $1.50B
Net Income TTM 12-point trend, +64.9% $-44M $96M $58M $101M $43M $4M $-152M $26M $122M $14M $-22M $-126M
Market Cap 4-point trend, -15.5% $721M $1.07B $1.06B $853M · · · · · · · ·
Enterprise Value 4-point trend, +1.7% $1.32B $1.37B $1.42B $1.29B · · · · · · · ·
P/E 12-point trend, -31.0% -13.8 9.6 15.8 7.3 12.7 108.8 -3.1 21.4 6.4 51.5 -10.2 -10.6
P/S 4-point trend, -9.3% 0.4 0.6 0.5 0.4 · · · · · · · ·
P/B 4-point trend, -17.2% 1.2 1.6 1.7 1.5 · · · · · · · ·
P / Tangible Book 4-point trend, -5.6% 1.4 1.6 1.8 1.5 · · · · · · · ·
P / Cash Flow 4-point trend, +61.8% 6.6 6.3 4.3 4.1 · · · · · · · ·
P / FCF 4-point trend, +166.4% 17.0 11.1 7.6 6.4 · · · · · · · ·
EV / EBITDA 4-point trend, +175.9% 12.1 5.1 5.3 4.4 · · · · · · · ·
EV / FCF 4-point trend, +220.8% 31.1 14.3 10.1 9.7 · · · · · · · ·
EV / Revenue 4-point trend, +9.2% 0.7 0.7 0.7 0.7 · · · · · · · ·
Dividend Yield 4-point trend, +107.6% 5.8% 3.5% 2.9% 2.8% · · · · · · · ·
Earnings Yield 12-point trend, +23.7% -7.2% 10.5% 6.3% 13.8% 7.9% 0.92% -31.8% 4.7% 15.7% 1.9% -9.8% -9.5%
Payout Ratio 11-point trend, -3012.0% -93.7% 39.2% 53.4% 23.4% 46.3% 537.8% -3.4% · 0.00% 0.00% -127.3% -3.0%
Annual Payout 12-point trend, +989.5% $41M $38M $31M $24M $20M $20M $5M $0 $0 $0 $28M $4M

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 $1.84B$1.94B$2.06B$1.97B$1.46B
Margine Operativo % -2.4%7.8%6.1%7.8%9.7%
Utile netto $-44M$96M$58M$101M$43M
EPS Diluito $-0.52$1.12$0.68$1.19$0.52
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 1.10.70.80.91.2
Rapporto corrente 2.12.31.91.71.5
Quick Ratio 0.91.41.00.90.8
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $42M$96M$140M$133M$134M

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Proprietari istituzionali (13F) 255 filer · $513.3M 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
58 (+17 vs trimestre precedente) 25 (-19 vs trimestre precedente) 69 (-1 vs trimestre precedente) 72 (+1 vs trimestre precedente) +10.6M

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
STATE STREET CORP $50.811.198 6.311.950 9,90% Azioni
VANGUARD GROUP INC $45.415.829 6.307.754 8,85% Azioni
DIMENSIONAL FUND ADVISORS LP $41.455.528 5.149.755 8,08% Azioni
AMERICAN CENTURY COMPANIES INC $36.524.275 4.537.177 7,12% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $30.138.798 3.743.950 5,87% Azioni
TWO SIGMA INVESTMENTS, LP $27.336.536 3.395.843 5,33% Azioni
RENAISSANCE TECHNOLOGIES LLC $17.401.371 2.161.661 3,39% Azioni
GENDELL JEFFREY L $16.710.584 2.075.849 3,26% Azioni
GEODE CAPITAL MANAGEMENT, LLC $15.160.646 1.882.936 2,95% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $14.868.229 1.846.985 2,90% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $13.980.652 1.736.727 2,72% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $13.129.453 1.630.988 2,56% Azioni
Balyasny Asset Management L.P. $12.570.123 1.561.506 2,45% Azioni
Qube Research & Technologies Ltd $11.851.798 1.472.273 2,31% Azioni
MILLENNIUM MANAGEMENT LLC $8.244.818 1.024.201 1,61% Azioni
MACKENZIE FINANCIAL CORP $8.146.053 1.011.932 1,59% Azioni
GOLDMAN SACHS GROUP INC $7.808.758 970.032 1,52% Azioni
Assenagon Asset Management S.A. $7.359.221 914.189 1,43% Azioni
Connor, Clark & Lunn Investment Management Ltd. $6.613.775 821.587 1,29% Azioni
FMR LLC $6.521.957 810.181 1,27% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6.063.316 753.207 1,18% Azioni
TUDOR INVESTMENT CORP ET AL $5.535.655 687.659 1,08% Azioni
READYSTATE ASSET MANAGEMENT LP $5.037.964 625.834 0,98% Azioni
VANGUARD FIDUCIARY TRUST CO $4.544.676 564.556 0,89% Azioni
Point72 Asset Management, L.P. $4.141.001 514.410 0,81% Azioni
Voleon Capital Management LP $4.114.210 511.082 0,80% Azioni
Squarepoint Ops LLC $3.921.992 487.204 0,76% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $3.477.737 432.017 0,68% Azioni
ALGERT GLOBAL LLC $3.228.372 401.040 0,63% Azioni
VICTORY CAPITAL MANAGEMENT INC $3.038.473 377.450 0,59% Azioni
Trexquant Investment LP $2.950.051 366.466 0,57% Azioni
D. E. Shaw & Co., Inc. $2.898.934 360.116 0,56% Azioni
Jefferies Financial Group Inc. $2.889.274 358.916 0,56% Azioni
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2.833.986 352.048 0,55% Azioni
BlackRock, Inc. $2.576.145 320.018 0,50% Azioni
Y-Intercept (Hong Kong) Ltd $2.296.585 285.290 0,45% Azioni
BANK OF AMERICA CORP /DE/ $2.075.910 257.877 0,40% Azioni
CWA Asset Management Group, LLC $2.051.386 254.831 0,40% Azioni
CITADEL ADVISORS LLC $2.050.890 254.769 0,40% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1.977.893 245.701 0,39% Azioni
FRANKLIN RESOURCES INC $1.830.973 227.450 0,36% Azioni
JANE STREET GROUP, LLC $1.758.716 218.474 0,34% Azioni
Jain Global LLC $1.755.794 218.111 0,34% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.667.155 207.100 0,32% Opzione Call
LEE DANNER & BASS INC $1.569.750 195.000 0,31% Azioni
ExodusPoint Capital Management, LP $1.501.558 186.529 0,29% Azioni
Swiss National Bank $1.370.513 170.250 0,27% Azioni
TEACHER RETIREMENT SYSTEM OF TEXAS $1.263.456 156.951 0,25% Azioni
IEQ CAPITAL, LLC $1.241.027 154.165 0,24% Azioni
EXCHANGE TRADED CONCEPTS, LLC $1.239.346 153.956 0,24% Azioni
Bank of New York Mellon Corp $1.238.476 153.848 0,24% Azioni
Quantinno Capital Management LP $1.148.279 142.643 0,22% Azioni
Engineers Gate Manager LP $1.142.762 141.958 0,22% Azioni
BNP PARIBAS FINANCIAL MARKETS $1.126.911 139.989 0,22% Azioni
KLP KAPITALFORVALTNING AS $953.120 118.400 0,19% Azioni
ROYCE & ASSOCIATES LP $941.367 116.940 0,18% Azioni
RHUMBLINE ADVISERS $913.610 113.493 0,18% Azioni
Brevan Howard Capital Management LP $906.277 112.581 0,18% Azioni
Quantbot Technologies LP $887.191 110.210 0,17% Azioni
MORGAN STANLEY $853.873 106.071 0,17% Azioni
Campbell & CO Investment Adviser LLC $845.017 104.971 0,16% Azioni
VOYA INVESTMENT MANAGEMENT LLC $763.671 94.866 0,15% Azioni
Odyssean, LLC $743.329 92.339 0,14% Azioni
BARCLAYS PLC $672.997 83.602 0,13% Azioni
Mariner, LLC $667.936 82.969 0,13% Azioni
Polymer Capital Management (US) LLC $618.473 76.829 0,12% Azioni
MERCER GLOBAL ADVISORS INC /ADV $597.314 74.201 0,12% Azioni
Skopos Labs, Inc. $594.943 91.389 0,12% Azioni
Numerai GP LLC $570.351 70.851 0,11% Azioni
Vident Advisory, LLC $557.849 69.298 0,11% Azioni
CoreCommodity Management, LLC $557.390 69.241 0,11% Azioni
Vanguard Global Advisers, LLC $532.210 66.113 0,10% Azioni
ALLIANCEBERNSTEIN L.P. $531.281 81.610 0,10% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $506.773 61.651 0,10% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $501.856 77.090 0,10% Azioni
PDT Partners, LLC $461.901 57.379 0,09% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $452.080 56.159 0,09% Azioni
STRS OHIO $443.555 55.100 0,09% Azioni
CITADEL ADVISORS LLC $441.945 54.900 0,09% Opzione Call
JANE STREET GROUP, LLC $421.820 52.400 0,08% Opzione Call
PRELUDE CAPITAL MANAGEMENT, LLC $416.362 51.722 0,08% Azioni
Entropy Technologies, LP $413.512 51.368 0,08% Azioni
MetLife Investment Management, LLC $409.383 50.855 0,08% Azioni
Truvestments Capital LLC $396.225 49.220 0,08% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $386.255 47.982 0,08% Azioni
MARTINGALE ASSET MANAGEMENT L P $379.059 47.088 0,07% Azioni
Russell Investments Group, Ltd. $372.884 46.321 0,07% Azioni
Counterpoint Mutual Funds LLC $334.936 41.607 0,07% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $322.805 40.100 0,06% Azioni
Olympiad Research LP $302.471 37.574 0,06% Azioni
State of Wyoming $301.159 37.411 0,06% Azioni
Gotham Asset Management, LLC $297.665 36.977 0,06% Azioni
SIMPLEX TRADING, LLC $297.656 36.976 0,06% Azioni
JPMORGAN CHASE & CO $293.932 35.977 0,06% Azioni
Altus Wealth Group LLC $289.647 35.981 0,06% Azioni
Invesco Ltd. $275.318 34.201 0,05% Azioni
LPL Financial LLC $272.357 33.833 0,05% Azioni
Atom Investors LP $270.520 33.605 0,05% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $268.282 33.327 0,05% Azioni
nVerses Capital, LLC $268.242 33.322 0,05% Azioni

Insider aziendali 31 insider · 12 dirigenti · 19 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Michael G Rippey President and CEO 25 Febbraio 2022 M 358.548 0 0 $0
Frederick A Henderson Chairman, CEO & President 26 Febbraio 2017 M 261.860 0 0 $0
Mark W. Marinko SR VP, Chief Financial Officer 07 Marzo 2022 A 0 0 $0
Fay West Senior Vice President & CFO 25 Febbraio 2021 A 158.924 0 0 $0
Mark Newman Senior Vice President & CFO 21 Luglio 2014 M 15.130 0 0 $0
Michael J Thomson President & COO 21 Luglio 2015 M 150.848 0 0 $0
John F Quanci Chief Technology Officer 24 Febbraio 2023 M 19.922 0 0 $0
Bonnie M Edeus Vice President & Controller 25 Febbraio 2022 M 397 0 0 $0
Katherine T Gates SVP, Chief Legal Officer & Chi 25 Febbraio 2022 M 109.600 0 0 $0
Allison S Lausas Vice President & Controller 13 Maggio 2021 A 9.177 0 0 $0
Gary P Yeaw Senior Vice President 28 Giugno 2019 A 84.959 0 0 $0
Denise R Singleton SVP and General Counsel 21 Luglio 2015 M 11.241 0 0 $0
Michael Ward Lewis Direttore 21 Settembre 2022 A 0 0 $0
Susan R. Landahl Direttore 21 Settembre 2022 A 0 0 $0
Martha Z. Carnes Direttore 21 Settembre 2022 A 0 0 $0
Alvin Bledsoe Direttore 24 Marzo 2021 J 11.477 0 0 $0
James E Sweetnam Direttore 24 Marzo 2021 J 21.394 0 0 $0
John W Rowe Direttore 16 Dicembre 2020 J 15.974 0 0 $0
Peter B Hamilton Direttore 25 Marzo 2020 A 98.356 0 0 $0
Robert A Peiser Direttore 20 Marzo 2019 A 37.132 0 0 $0
Andrew Africk Direttore 20 Giugno 2018 A 28.337 0 0 $0
Robert J Darnall Direttore 22 Marzo 2017 A 57.572 0 0 $0
Karen B Peetz Direttore 16 Dicembre 2015 J 0 0 $0
Charmian Uy Direttore 26 Luglio 2011 P 1.000 0 0 $0
Brian P Macdonald Direttore 26 Luglio 2011 P 10.000 0 0 $0
Stacy L Fox Direttore 26 Luglio 2011 P 6.000 0 0 $0
Dennis Zeleny Direttore 26 Luglio 2011 P 5.000 0 0 $0
SUNOCO INC Proprietario del 10% 17 Gennaio 2012 J 0 0 0 $0
Arthur F Anton 14 Maggio 2026 A 95.571 0 0 $0
Ratta Ralph M Della Jr 14 Maggio 2026 A 86.293 1 0 $49.996
Phillip Michael Hardesty 25 Febbraio 2026 P 298.677 5 0 $152.504

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

Attivisti e proprietari del 5%+ 4 partecipazioni

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Sun Coal & Coke LLC, SunCoke Energy, Inc. ×7 depositi 02 Luglio 2019 Deposito iniziale SEC
The Mangrove Partners Master Fund, Ltd., The Mangrove Partners Fund, L.P., The Mangrove Partners Fund (Cayman), Ltd., Mangrove Partners, Mangrove Capital, Nathaniel August ×2 depositi 08 Aprile 2016 Deposito iniziale SEC
Jet Capital Master Fund, LP, Jet Capital Select Opportunities Master Fund, LP, The Jet Capital SRM Master Fund, LP, Jet Capital Investors, LP, Jet Capital Management, L.L.C., Alan Cooper, Matthew Mark ×2 depositi 22 Luglio 2015 Deposito iniziale SEC
28 Maggio 2015 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 51 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
COAL · EXCHANGE TRADED CONCEPTS TRUST 2,29% 166.781 NS 31 Maggio 2026 N-PORT
PYZ · Invesco Exchange-Traded Fund Trust 1,25% 103.733 SH 08 Agosto 2026 Giornaliero
VRAI · ETFis Series Trust I 1,15% 31.071 NS 30 Aprile 2026 N-PORT
MYLD · Cambria ETF Trust 0,87% 37.930 NS 30 Aprile 2026 N-PORT
SVAL · iShares Trust 0,53% 115.448 SH 08 Agosto 2026 Giornaliero
ROSC · Lattice Strategies Trust 0,37% 30.126 NS 30 Aprile 2026 N-PORT
IWC · iShares Trust 0,19% 293.326 SH 08 Agosto 2026 Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 118.852 NS 30 Aprile 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,12% 3.709.198 NS 31 Maggio 2026 N-PORT
CCNR · Financial Investors Trust 0,12% 68.416 NS 30 Aprile 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,12% 12.582 NS 31 Maggio 2026 N-PORT
POWR · iShares, Inc. 0,11% 49.793 SH 08 Agosto 2026 Giornaliero
FNDA · SCHWAB STRATEGIC TRUST 0,09% 879.402 NS 31 Maggio 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,06% 63.852 SH 08 Agosto 2026 Giornaliero
IWN · iShares Trust 0,05% 789.074 SH 08 Agosto 2026 Giornaliero
DFSV · Dimensional ETF Trust 0,05% 561.548 NS 30 Aprile 2026 N-PORT
PICK · iShares, Inc. 0,05% 118.593 SH 08 Agosto 2026 Giornaliero
EBIT · Harbor ETF Trust 0,05% 826 NS 30 Aprile 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,05% 147.969 SH 08 Agosto 2026 Giornaliero
GSSC · Goldman Sachs ETF Trust 0,04% 46.876 NS 31 Maggio 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,04% 75.153 SH 08 Agosto 2026 Giornaliero
VAW · VANGUARD WORLD FUND 0,04% 248.900 SH 08 Agosto 2026 Giornaliero
AVSC · AMERICAN CENTURY ETF TRUST 0,04% 121.626 NS 31 Maggio 2026 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0,04% 32.641 NS 30 Aprile 2026 N-PORT
DFAT · Dimensional ETF Trust 0,03% 625.390 NS 30 Aprile 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,03% 344 NS 31 Maggio 2026 N-PORT
IWM · iShares Trust 0,03% 2.198.463 SH 08 Agosto 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 496.450 SH 08 Agosto 2026 Giornaliero
SFGV · EA Series Trust 0,02% 24.892 NS 29 Maggio 2026 N-PORT
ITWO · ProShares Trust 0,02% 3.999 NS 31 Maggio 2026 N-PORT
RSSL · Global X Funds 0,02% 36.832 NS 30 Aprile 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,02% 405.410 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 282.217 NS 30 Aprile 2026 N-PORT
UWM · ProShares Trust 0,01% 3.127 NS 31 Maggio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,01% 965.859 SH 08 Agosto 2026 Giornaliero
WSML · iShares Trust 0,01% 6.296 SH 08 Agosto 2026 Giornaliero
URTY · ProShares Trust 0,01% 3.164 NS 31 Maggio 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,01% 10.667 NS 31 Maggio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 3.433 NS 30 Aprile 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 67.829 NS 31 Maggio 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 3.699 NS 31 Maggio 2026 N-PORT
HDG · ProShares Trust 0,00% 79 NS 31 Maggio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 210.447 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 7.565 NS 30 Aprile 2026 N-PORT
EBI · RBB Fund Trust 0,00% 1.157 NS 31 Maggio 2026 N-PORT
ITOT · iShares Trust 0,00% 127.169 SH 08 Agosto 2026 Giornaliero
IWV · iShares Trust 0,00% 26.762 SH 08 Agosto 2026 Giornaliero
DFAU · Dimensional ETF Trust 0,00% 20.624 NS 30 Aprile 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 46.971 NS 31 Maggio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 2.689.258 SH 08 Agosto 2026 Giornaliero