TAYD Taylor Devices, Inc. - Common Stock

NASDAQ · Machinery · Visualizza su SEC EDGAR ↗
$51,67
Prezzo · Ago 18, 2026
Fondamentali al Ago 18, 2026

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

Prezzo
$51.67
Capitalizzazione di Mercato
$222M
P/E (TTM)
19.7
EPS (TTM)
$2.62
Ricavi (TTM)
$42M
Rendimento div.
ROE
12.7%
D/E Debito/Patrimonio
Intervallo 52 sett.
$41 – $90

TAYD 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 $42M
10-point trend, +63.1%
2017-05-31 2026-05-31
EPS $2.62
7-point trend, +297.0%
2017-05-31 2026-05-31
Flusso di cassa libero $5M
10-point trend, +267.1%
2017-05-31 2026-05-31
Margini 20.6%
10-point trend, +40.9%
2017-05-31 2026-05-31

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

Metrica
Tendenza 5 anni
TAYD
Mediana dei peer
P/E (TTM)
5-point trend, +34.0%
19.7
23.3
P/S (TTM)
4-point trend, +178.8%
5.3
2.6
P/B
4-point trend, +98.6%
3.0
2.2
Price / FCF (Prezzo / FCF)
4-point trend, +157.0%
45.4

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

Metrica
Tendenza 5 anni
TAYD
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +57.6%
44.0%
35.2%
Operating Margin (Margine Operativo)
5-point trend, +120.1%
17.6%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, +183.2%
20.6%
5.2%
ROA
5-point trend, +143.5%
11.5%
5.6%
ROE
5-point trend, +141.0%
12.7%
9.8%
ROIC
5-point trend, +91.6%
9.6%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
TAYD
Mediana dei peer
Current Ratio (Rapporto corrente)
5-point trend, +100.4%
12.8
2.7
Quick Ratio
5-point trend, +80.1%
8.5

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

Metrica
Tendenza 5 anni
TAYD
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +34.9%
-10.0%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +34.9%
1.2%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +34.9%
13.1%
EPS YoY
5-point trend, +309.4%
-8.7%
Net Income YoY (Utile Netto YoY)
5-point trend, +282.4%
-9.0%

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

Metrica
Tendenza 5 anni
TAYD
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +309.4%
$2.62

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

Metrica
Tendenza 5 anni
TAYD
Mediana dei peer

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

Dividend Yield
Rapporto di Distribuzione Utili
CAGR Dividendi 5Y
Data ex-dividendoImporto
04 Dicembre 1989$0,0200

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

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

Target Price a 12 Mesi

1 analisti · 2026-08-19
Target mediano $67.00 +29,7%
Target medio $67.00 +29,7%

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

Sorpresa media
0.05%
Prossimo report
Set 29, 2026
Periodo EPS Actual EPS Stimato Sorpresa
31 Marzo 2026 $0.79 $0.79 0.00%
31 Dicembre 2025 $0.64 $0.54 0.10%
31 Marzo 2025 $0.85
30 Settembre 2024 $0.82
30 Settembre 2023 $0.47

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
TAYD $219M 19.5 -10.0% 20.6% 12.7% 44.0%
PDYN
OFLX $297M 20.0 -3.3% 15.1% 17.7% 60.0%
PPIH $235M 13.8 33.2% 8.1% 19.9% 32.9%
EML $119M 16.8 -8.7% 2.9% 5.8% 22.9%
HURC $115M -7.7 -4.3% -8.5% -7.5% 18.5%
PH 25.8 -0.40% 17.8% 27.4%

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

Conto Economico 16
Dati annuali Conto Economico per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue 12-point trend, +36.2% $42M $46M $45M $40M $31M $23M $28M $34M $24M $26M $36M $31M
Cost of Revenue 12-point trend, +6.7% $23M $25M $24M $23M $21M $19M $19M $25M $18M $18M $23M $22M
Gross Profit 12-point trend, +109.8% $18M $21M $21M $17M $10M $3M $9M $9M $6M $8M $12M $9M
R&D Expense 12-point trend, +189.6% $776.0K $444.0K $388.5K $1M $999.2K $924.0K $585.0K $319.0K $263.0K $903.0K $428.0K $268.0K
SG&A Expense 12-point trend, +80.0% $10M $11M $11M $9M $6M $6M $6M $6M $5M $5M $7M $6M
Operating Income 12-point trend, +139.9% $7M $10M $9M $7M $2M $-2M $3M $3M $647.6K $3M $6M $3M
Interest Income 5-point trend, +36041.5% $2M $1M $1M $698.9K $4.5K · · · · · · ·
Other Non-op 12-point trend, -55.3% $3.8K $3.4K $14.8K $-2.6K $79.1K $8.7K $2.2K $-11.3K $1.9K $28.0K $7.1K $8.5K
Pretax Income 12-point trend, +192.4% $9M $11M $11M $8M $3M $681.9K $3M $3M $676.4K $3M $6M $3M
Income Tax 12-point trend, -52.7% $425.0K $2M $2M $1M $317.0K $-381.0K $386.0K $515.0K $233.0K $657.0K $2M $899.0K
Net Income 12-point trend, +293.7% $9M $9M $9M $6M $2M $1M $3M $3M $443.4K $2M $4M $2M
EPS (Basic) 10-point trend, +315.4% $2.70 $3.01 $2.68 $1.79 $0.64 $0.30 · · $0.13 $0.68 $1.24 $0.65
EPS (Diluted) 9-point trend, +309.4% $2.62 $2.87 $2.58 $1.77 $0.64 · · · $0.13 $0.66 $1.21 $0.64
Shares (Basic) 8-point trend, +4.4% · · · · 3,497,345 3,490,213 3,481,128 3,470,595 3,458,049 3,432,112 3,393,919 3,350,033
Shares (Diluted) 8-point trend, +2.9% · · · · 3,499,553 3,491,887 3,489,791 3,487,638 3,488,925 3,505,194 3,476,427 3,402,209
EBITDA 12-point trend, +143.2% $9M $11M $11M $8M $4M $-1M $4M $4M $2M $4M $7M $4M
Stato Patrimoniale 24
Dati annuali Stato Patrimoniale per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
Cash & Equivalents 12-point trend, -81.5% $904.8K $1M $3M $4M $23M $21M $15M $5M $3M $3M $6M $5M
Short-term Investments 11-point trend, +3957.4% $41M $35M $28M $25M $1M $1M $1M $1M $1M $1M $1M ·
Receivables 8-point trend, -6.1% · · · · $4M $4M $6M $5M $6M $3M $4M $5M
Inventory 12-point trend, -13.1% $8M $8M $8M $6M $6M $6M $10M $11M $11M $11M $10M $9M
Prepaid Expense 12-point trend, +286.6% $1M $1M $725.5K $439.6K $468.5K $522.7K $460.2K $312.2K $244.6K $263.6K $273.2K $375.1K
Other Current Assets 12-point trend, -100.0% $0 $94.3K $0 $228.9K $235.9K $977.5K $510.4K $549.2K $447.2K $427.5K $1M $1M
Current Assets 12-point trend, +152.4% $62M $56M $49M $44M $38M $34M $34M $31M $28M $26M $27M $25M
PP&E (Net) 12-point trend, +56.3% $12M $12M $11M $12M $10M $10M $9M $9M $10M $10M $9M $8M
PP&E (Gross) 12-point trend, +96.5% $34M $32M $30M $29M $26M $25M $24M $22M $22M $21M $19M $17M
Accum. Depreciation 12-point trend, +129.5% $22M $20M $19M $17M $16M $15M $14M $13M $12M $11M $10M $10M
Intangibles 4-point trend, +248148.00 $248.1K $270.4K $292.6K $0 · · · · · · · ·
Other Non-current Assets 4-point trend, +65420.00 $65.4K $65.4K $27.3K $0 · · · · · · · ·
Total Assets 12-point trend, +130.9% $78M $72M $63M $58M $49M $46M $45M $41M $40M $37M $37M $34M
Accounts Payable 12-point trend, -78.8% $574.3K $1M $1M $2M $1M $2M $1M $1M $1M $1M $2M $3M
Accrued Liabilities 12-point trend, +111.2% $3M $4M $5M $4M $3M $2M $2M $2M $1M $832.1K $3M $1M
Current Liabilities 12-point trend, -35.5% $5M $10M $12M $8M $6M $5M $6M $5M $6M $4M $7M $8M
Deferred Tax 2-point trend, +8.6% · · · · · · · · · · $683.0K $628.8K
Common Stock 12-point trend, +10.0% $107.3K $104.8K $104.1K $102.1K $101.3K $101.3K $100.9K $100.7K $100.4K $99.8K $98.7K $97.5K
Paid-in Capital 5-point trend, +77.0% $18M $15M $13M $11M $10M · · · · · · ·
Retained Earnings 12-point trend, +245.9% $69M $61M $51M $42M $36M $34M $33M $30M $27M $27M $24M $20M
Treasury Stock 12-point trend, +456.5% $14M $13M $13M $3M $3M $3M $3M $3M $3M $3M $3M $3M
Stockholders' Equity 12-point trend, +186.2% $73M $62M $51M $50M $43M $41M $40M $36M $34M $33M $30M $25M
Liabilities + Equity 12-point trend, +130.9% $78M $72M $63M $58M $49M $46M $45M $41M $40M $37M $37M $34M
Shares Outstanding 5-point trend, +5.9% 4,295,765 4,196,470 4,165,315 4,088,193 4,056,771 · · · · · · ·
Flusso di cassa 14
Dati annuali Flusso di cassa per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
D&A 12-point trend, +157.1% $2M $2M $2M $1M $1M $1M $1M $1M $995.9K $868.6K $818.4K $740.8K
Stock-based Comp 8-point trend, +73.4% · · · · $201.3K $154.3K $143.1K $137.7K $124.9K $177.7K $151.2K $116.1K
Deferred Tax 8-point trend, -62.7% · · · · $115.5K $-20.0K $19.0K $30.0K $210.0K $-147.0K $-52.0K $310.0K
Other Non-cash 12-point trend, -509.1% $-3M $-4M $3M $-53.0K $-595.1K $5M $6M $-1M $-1M $-4M $-1M $-565.5K
Operating Cash Flow 12-point trend, +153.0% $7M $7M $13M $8M $3M $7M $10M $3M $304.5K $-1M $4M $3M
CapEx 12-point trend, +186.1% $2M $3M $1M $3M $1M $2M $1M $472.8K $936.8K $2M $-2M $746.6K
Investing Cash Flow 12-point trend, -952.5% $-8M $-9M $-5M $-27M $-1M $-2M $-1M $-494.4K $-958.7K $-2M $3M $-752.1K
Stock Issued 12-point trend, +2367.7% $2M $363.3K $967.1K $302.7K $16.2K $43.4K $45.6K $50.3K $187.7K $190.9K $346.8K $78.0K
Stock Repurchased 5-point trend, +1317972.00 $1M $201.3K $10M $169.7K $0 · · · · · · ·
Net Stock Activity 12-point trend, +677.9% $606.7K $162.0K $-9M $133.0K $16.2K $43.4K $45.6K $50.3K $187.7K $190.9K $346.8K $78.0K
Financing Cash Flow 12-point trend, +677.9% $606.7K $162.0K $-9M $133.0K $16.2K $43.4K $2M $50.3K $187.7K $190.9K $346.8K $78.0K
Net Change in Cash 7-point trend, +157.9% · · · · · $5M $10M $2M $-466.6K $-3M $1M $2M
Taxes Paid 5-point trend, +875.00 $875 $2M $2M $2M $0 · · · · · · ·
Free Cash Flow 12-point trend, +140.8% $5M $5M $12M $4M $2M $5M $9M $2M $-632.4K $-3M $2M $2M
Redditività 8
Dati annuali Redditività per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
Gross Margin 12-point trend, +54.1% 44.0% 46.4% 46.7% 40.0% 28.0% 14.1% 32.6% 26.9% 24.3% 31.3% 34.9% 28.6%
Operating Margin 12-point trend, +76.1% 17.6% 20.8% 21.3% 16.9% 8.0% -10.4% 11.6% 8.9% 2.7% 11.4% 16.1% 10.0%
Net Margin 12-point trend, +189.2% 20.6% 20.3% 20.2% 15.6% 7.3% 4.7% 10.7% 7.6% 1.8% 9.1% 11.8% 7.1%
Pretax Margin 12-point trend, +114.7% 21.6% 23.8% 24.5% 18.7% 8.3% 3.0% 12.0% 9.1% 2.8% 11.7% 16.2% 10.1%
EBITDA Margin 12-point trend, +78.6% 22.2% 24.5% 25.1% 20.6% 12.4% -5.1% 15.7% 12.1% 6.8% 14.8% 18.4% 12.4%
ROA 12-point trend, +61.1% 11.5% 14.0% 14.9% 11.7% 4.7% 2.3% 7.0% 6.3% 1.2% 6.3% 11.8% 7.1%
ROE 12-point trend, +41.7% 12.7% 15.7% 18.2% 12.9% 5.3% 2.6% 7.8% 7.1% 1.3% 7.4% 15.1% 9.0%
ROIC 12-point trend, +12.8% 9.6% 13.2% 15.2% 11.4% 5.0% -9.0% 7.4% 6.9% 1.3% 6.9% 13.9% 8.5%
Liquidità e Solvibilità 2
Dati annuali Liquidità e Solvibilità per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
Current Ratio 12-point trend, +291.3% 12.8 5.9 4.1 5.7 6.4 6.6 6.2 6.3 4.8 6.0 4.2 3.3
Quick Ratio 12-point trend, +566.3% 8.5 3.8 2.6 3.6 4.7 5.0 4.0 2.3 1.7 1.6 1.7 1.3
Efficienza 3
Dati annuali Efficienza per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
Asset Turnover 12-point trend, -44.3% 0.6 0.7 0.7 0.8 0.6 0.5 0.7 0.8 0.6 0.7 1.0 1.0
Inventory Turnover 12-point trend, +20.3% 3.0 3.2 3.5 4.1 3.8 2.4 1.8 2.2 1.6 1.7 2.5 2.5
Receivables Turnover 8-point trend, -10.1% · · · · 7.2 4.5 5.1 5.8 5.5 7.8 8.2 8.0
Per Azione 5
Dati annuali Per Azione per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
Book Value / Share 4-point trend, +38.4% $16.96 $14.78 $12.30 $12.25 · · · · · · · ·
Revenue / Share 8-point trend, -1.9% · · · · $8.82 $6.45 $8.13 $9.64 $6.98 $7.29 $10.26 $8.99
Cash Flow / Share 8-point trend, +15.9% · · · · $0.95 $2.01 $2.82 $0.76 $0.09 $-0.30 $1.09 $0.82
Cash / Share 4-point trend, -75.9% $0.21 $0.28 $0.68 $0.87 · · · · · · · ·
EPS (TTM) 9-point trend, +309.4% $2.62 $2.87 $2.58 $1.77 $0.64 · · · $0.13 $0.66 $1.21 $0.64
Tassi di Crescita 8
Dati annuali Tassi di Crescita per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue YoY 6-point trend, +51.5% -10.0% 3.8% 10.9% 30.2% 37.1% -20.7% · · · · · ·
Revenue CAGR 3Y 4-point trend, -90.3% 1.2% 14.5% 25.6% 12.3% · · · · · · · ·
Revenue CAGR 5Y 2-point trend, +27.4% 13.1% 10.3% · · · · · · · · · ·
EPS YoY 4-point trend, -104.9% -8.7% 11.2% 45.8% 176.6% · · · · · · · ·
EPS CAGR 3Y 2-point trend, -78.5% 14.0% 64.9% · · · · · · · · · ·
Net Income YoY 6-point trend, +86.1% -9.0% 4.6% 43.1% 180.8% 110.7% -64.9% · · · · · ·
Net Income CAGR 3Y 4-point trend, -60.6% 10.8% 61.4% 103.8% 27.6% · · · · · · · ·
Net Income CAGR 5Y 2-point trend, +103.5% 51.8% 25.4% · · · · · · · · · ·
Valutazione (TTM) 10
Dati annuali Valutazione (TTM) per TAYD
Metrica Tendenza 202620252024202320222021202020192018201720162015
Revenue TTM 12-point trend, +36.2% $42M $46M $45M $40M $31M $23M $28M $34M $24M $26M $36M $31M
Net Income TTM 12-point trend, +293.7% $9M $9M $9M $6M $2M $1M $3M $3M $443.4K $2M $4M $2M
Market Cap 4-point trend, +188.9% $219M $155M $212M $76M · · · · · · · ·
P/E 9-point trend, -3.2% 19.5 12.9 19.7 10.5 14.5 · · · 78.9 20.1 13.8 20.1
P/S 4-point trend, +178.8% 5.3 3.3 4.8 1.9 · · · · · · · ·
P/B 4-point trend, +98.6% 3.0 2.5 4.1 1.5 · · · · · · · ·
P / Tangible Book 4-point trend, +99.3% 3.0 2.5 4.2 1.5 · · · · · · · ·
P / Cash Flow 4-point trend, +217.0% 31.2 20.7 16.0 9.8 · · · · · · · ·
P / FCF 4-point trend, +157.0% 44.8 31.8 17.6 17.4 · · · · · · · ·
Earnings Yield 9-point trend, +3.4% 5.1% 7.8% 5.1% 9.5% 6.9% · · · 1.3% 5.0% 7.2% 5.0%

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

Conto Economico
2026-05-312025-05-312024-05-312023-05-312022-05-31
Ricavi $42M$46M$45M$40M$31M
Margine Lordo % 44.0%46.4%46.7%40.0%28.0%
Margine Operativo % 17.6%20.8%21.3%16.9%8.0%
Utile netto $9M$9M$9M$6M$2M
EPS Diluito $2.62$2.87$2.58$1.77$0.64
Stato Patrimoniale
2026-05-312025-05-312024-05-312023-05-312022-05-31
Rapporto corrente 12.85.94.15.76.4
Quick Ratio 8.53.82.63.64.7
Flusso di cassa
2026-05-312025-05-312024-05-312023-05-312022-05-31
Flusso di cassa libero $5M$5M$12M$4M$2M

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

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Proprietari istituzionali (13F) 69 filer · $62.6M 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
21 (+1 vs trimestre precedente) 21 (+17 vs trimestre precedente) 21 (-4 vs trimestre precedente) 15 (+2 vs trimestre precedente) +196K

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 CAPITAL MANAGEMENT LLC $8.501.910 144.886 13,59% Azioni
AMERIPRISE FINANCIAL INC $7.952.900 135.530 12,71% Azioni
Oppenheimer & Close, LLC $6.665.696 113.594 10,66% Azioni
GEODE CAPITAL MANAGEMENT, LLC $4.711.792 80.278 7,53% Azioni
DIMENSIONAL FUND ADVISORS LP $3.710.630 63.235 5,93% Azioni
MARTIN & CO INC /TN/ $3.415.176 58.200 5,46% Azioni
RENAISSANCE TECHNOLOGIES LLC $3.289.718 56.062 5,26% Azioni
COURIER CAPITAL LLC $3.030.646 51.647 4,84% Azioni
De Lisle Partners LLP $2.698.643 46.048 4,31% Azioni
STATE STREET CORP $1.997.585 34.042 3,19% Azioni
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $1.895.364 32.300 3,03% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1.733.172 29.536 2,77% Azioni
AMERICAN CENTURY COMPANIES INC $1.526.384 26.012 2,44% Azioni
VANGUARD FIDUCIARY TRUST CO $1.362.902 23.226 2,18% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $1.315.488 22.418 2,10% Azioni
TWO SIGMA INVESTMENTS, LP $1.219.136 20.776 1,95% Azioni
VANGUARD GROUP INC $1.074.086 18.373 1,72% Azioni
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $858.899 14.637 1,37% Azioni
RITHOLTZ WEALTH MANAGEMENT $666.429 11.357 1,07% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $577.235 9.837 0,92% Azioni
NAVELLIER & ASSOCIATES INC $517.323 8.816 0,83% Azioni
LPL Financial LLC $400.198 6.820 0,64% Azioni
ALPS ADVISORS INC $394.036 6.715 0,63% Azioni
Creative Planning $350.261 5.969 0,56% Azioni
SageView Advisory Group, LLC $325.029 5.539 0,52% Azioni
Topline Capital Management, LLC $259.776 4.427 0,42% Azioni
Johnson Bixby & Associates, LLC $234.720 4.000 0,38% Azioni
Squarepoint Ops LLC $224.216 3.821 0,36% Azioni
WELLS FARGO & COMPANY/MN $172.695 2.943 0,28% Azioni
RHUMBLINE ADVISERS $134.254 2.288 0,21% Azioni
MetLife Investment Management, LLC $115.306 1.965 0,18% Azioni
Bank of New York Mellon Corp $111.081 1.893 0,18% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $105.624 1.800 0,17% Azioni
Nuveen, LLC $96.939 1.652 0,15% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $87.198 1.486 0,14% Azioni
CITIGROUP INC $78.103 1.331 0,12% Azioni
JPMORGAN CHASE & CO $76.346 1.338 0,12% Azioni
Vanguard Global Advisers, LLC $75.815 1.292 0,12% Azioni
Police & Firemen's Retirement System of New Jersey $55.863 952 0,09% Azioni
BlackRock, Inc. $52.519 895 0,08% Azioni
OSAIC HOLDINGS, INC. $51.931 885 0,08% Azioni
MORGAN STANLEY $50.465 860 0,08% Azioni
UBS Group AG $38.787 661 0,06% Azioni
JONES FINANCIAL COMPANIES LLLP $36.547 587 0,06% Azioni
BNP PARIBAS FINANCIAL MARKETS $36.440 621 0,06% Azioni
NORTHERN TRUST CORP $29.809 508 0,05% Azioni
RAYMOND JAMES FINANCIAL INC $29.633 505 0,05% Azioni
CWM, LLC $28.728 504 0,05% Azioni
BARCLAYS PLC $27.932 476 0,04% Azioni
IFP Advisors, Inc $22.298 380 0,04% Azioni
Legal & General Group Plc $18.426 314 0,03% Azioni
Ameritas Investment Partners, Inc. $17.193 293 0,03% Azioni
Russell Investments Group, Ltd. $15.139 258 0,02% Azioni
Tower Research Capital LLC (TRC) $10.973 187 0,02% Azioni
Janney Montgomery Scott LLC $8.871 151.179 0,01% Azioni
FIRST HORIZON CORP $8.802 150 0,01% Azioni
Rialto Wealth Management, LLC $8.509 145 0,01% Azioni
Truvestments Capital LLC $8.333 142 0,01% Azioni
ROYAL BANK OF CANADA $8.000 141 0,01% Azioni
Integrated Wealth Concepts LLC $7.335 125 0,01% Azioni
FMR LLC $5.868 100 0,01% Azioni
DEUTSCHE BANK AG\ $3.579 61 0,01% Azioni
FTB Advisors, Inc. $3.255 75 0,01% Azioni
Optiver Holding B.V. $2.230 38 0,00% Azioni
NISA INVESTMENT ADVISORS, LLC $1.467 25 0,00% Azioni
GAMMA Investing LLC $1.056 18 0,00% Azioni
ACADIAN ASSET MANAGEMENT LLC $786 13.416 0,00% Azioni
Sterling Capital Management LLC $645 11 0,00% Azioni
GSA CAPITAL PARTNERS LLP $449 7.649 0,00% Azioni

Insider aziendali 14 insider · 4 dirigenti · 6 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Mark V Mcdonough CHIEF FINANCIAL OFFICER 05 Agosto 2022 M 12.000 0 0 $0
Douglas P Taylor President 18 Aprile 2018 A 93.484 0 0 $0
Richard G Hill Vice President 18 Aprile 2018 A 86.883 0 0 $0
Joseph P Gastel Secretary 18 Aprile 2005 A 0 0 $0
Clark Randall L Direttore 18 Aprile 2019 A 15.000 0 0 $0
Reginald B Newman II Direttore 17 Luglio 2017 M 20.500 0 0 $0
Donald B Hofmar Direttore 11 Luglio 2006 S 10.000 0 0 $0
CAMERON BAIRD FOUNDATION Proprietario del 10% 16 Aprile 2004 S 297.000 0 0 $0
Robert Michael Carey 28 Aprile 2026 S 7.721 0 2 $-283.629
Paul Murray Heary 18 Aprile 2026 A 0 0 $0
Timothy John Sopko 18 Aprile 2026 A 10.000 0 0 $0
Fritz Eric Armenat 18 Aprile 2026 A 0 0 6 $-613.239
John Burgess 18 Aprile 2026 A 43.426 0 0 $0
Alan Raymond Klembczyk 18 Aprile 2025 A 10.123 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
SS or IRS Identification No. of above person (optional) The Cameron Baird Foundation ×2 depositi 28 Aprile 2004 Deposito iniziale SEC
SS or IRS Identification No. of above person (optional) Jane D. Baird, SS or IRS Identification No. of above person (optional) Brent D. Baird ×2 depositi 19 Novembre 2002 Deposito iniziale SEC
SS or IRS Identification No. of above person (optional) Aries Hill Corp., SS or IRS Identification No. of above person (optional) Bridget B. Baird, as Successor Trustee under an agreement dated 12/23/38, SS or IRS Identification No. of above person (optional) Anne S. Baird, SS or IRS Identification No. of above person (optional) Bridget B. Baird, individually, SS or IRS Identification No. of above person (optional) Alexis B. Baird, SS or IRS Identification No. of above person (optional) Bridget B. Baird, as Custodian for Cameron B. Blevins ×2 depositi 04 Gennaio 2002 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 20 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
BFOR · ALPS ETF Trust 0,16% 6.645 NS 31 Maggio 2026 N-PORT
IWC · iShares Trust 0,04% 10.845 SH 08 Agosto 2026 Giornaliero
IWO · iShares Trust 0,01% 29.563 SH 08 Agosto 2026 Giornaliero
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 5.698 NS 31 Maggio 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 18.658 SH 08 Agosto 2026 Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS 0,01% 3.481 SH 08 Agosto 2026 Giornaliero
AVUV · AMERICAN CENTURY ETF TRUST 0,01% 27.281 NS 31 Maggio 2026 N-PORT
IWM · iShares Trust 0,01% 76.048 SH 08 Agosto 2026 Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe… 0,00% 260 SH 08 Agosto 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,00% 304 NS 30 Aprile 2026 N-PORT
DFAT · Dimensional ETF Trust 0,00% 9.782 NS 30 Aprile 2026 N-PORT
DFAS · Dimensional ETF Trust 0,00% 9.601 NS 30 Aprile 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 111 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 148 NS 30 Aprile 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 1.823 NS 30 Aprile 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 300 NS 31 Maggio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 323 NS 30 Aprile 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 36.913 SH 08 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 104.478 SH 08 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 279 SH 08 Agosto 2026 Giornaliero