ULH Universal Logistics Holdings, Inc. - Common Stock

NASDAQ · Road & Rail · Visualizza su SEC EDGAR ↗
$20,40
Prezzo · Ago 19, 2026
Fondamentali al Ago 13, 2026

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

Prezzo
$20.39
Capitalizzazione di Mercato
$537M
P/E (TTM)
-5.4
EPS (TTM)
$-3.79
Ricavi (TTM)
$1.56B
Rendimento div.
2.1%
ROE
-16.7%
D/E Debito/Patrimonio
1.5
Intervallo 52 sett.
$12 – $27

ULH 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 $1.56B
7-point trend, +3.1%
2019-12-31 2025-12-31
EPS $-3.79
7-point trend, -382.8%
2019-12-31 2025-12-31
Flusso di cassa libero $-41M
7-point trend, -185.2%
2019-12-31 2025-12-31
Margini -6.4%

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

Metrica
Tendenza 5 anni
ULH
Mediana dei peer
P/E (TTM)
5-point trend, -158.2%
-5.4
109.9
P/S (TTM)
5-point trend, -11.5%
0.3
0.6
P/B
5-point trend, -55.9%
1.0
1.3
EV / EBITDA
5-point trend, -303.4%
-20.3
Price / FCF (Prezzo / FCF)
5-point trend, -185.1%
-13.1

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

Metrica
Tendenza 5 anni
ULH
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, -170.2%
-4.1%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -252.3%
-6.4%
-5.8%
ROA
5-point trend, -183.7%
-5.6%
-5.3%
ROE
5-point trend, -166.9%
-16.7%
-12.1%
ROIC
5-point trend, -145.5%
-4.8%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
ULH
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, +4.4%
1.5
3.9
Current Ratio (Rapporto corrente)
5-point trend, -10.5%
1.2
1.4
Quick Ratio
5-point trend, -20.3%
0.9

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

Metrica
Tendenza 5 anni
ULH
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, -11.0%
-15.6%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, -11.0%
-8.2%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, -11.0%
2.3%
EPS YoY
5-point trend, -238.3%
39.7%
Net Income YoY (Utile Netto YoY)
5-point trend, -235.5%
39.8%

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

Metrica
Tendenza 5 anni
ULH
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -238.3%
$-3.79

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

Metrica
Tendenza 5 anni
ULH
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, -172.2%
-11.1%

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

Dividend Yield
2.1%
Rapporto di Distribuzione Utili
-11.1%
CAGR Dividendi 5Y
Data ex-dividendoImporto
01 Giugno 2026$0,1050
23 Marzo 2026$0,1050
01 Dicembre 2025$0,1050
29 Agosto 2025$0,1050
02 Giugno 2025$0,1050
03 Marzo 2025$0,1050
02 Dicembre 2024$0,1050
30 Agosto 2024$0,1050
03 Giugno 2024$0,1050
01 Marzo 2024$0,1050
01 Dicembre 2023$0,1050
31 Agosto 2023$0,1050
02 Giugno 2023$0,1050
03 Marzo 2023$0,1050
02 Dicembre 2022$0,1050
01 Settembre 2022$0,1050
03 Giugno 2022$0,1050
04 Marzo 2022$0,1050
03 Dicembre 2021$0,1050
02 Settembre 2021$0,1050

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

VENDI 8 analisti
  • Acquisto forte 0 0,0%
  • Compra 0 0,0%
  • Mantieni 3 37,5%
  • Vendi 4 50,0%
  • Vendita forte 1 12,5%

Target Price a 12 Mesi

1 analisti · 2026-08-16
Target mediano $16.00 -21,5%
Target medio $16.00 -21,5%

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 $0.13 0.03%
31 Marzo 2026 $-0.13 $0.09 -0.22%
31 Dicembre 2025 $0.14 $-0.05 0.19%
30 Settembre 2025 $0.25 $0.18 0.07%
30 Giugno 2025 $0.32 $0.34 -0.02%
31 Marzo 2025 $0.23 $0.48 -0.25%

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
ULH $400M -4.0 -15.6% -6.4% -16.7%
ARCB 28.3 -4.0% 1.5% 4.6%
WERN $1.80B -125.0 -1.8% -0.48% -1.0%
MRTN $928M 54.2 -8.3% 2.0% 2.3%
HTLD $699M -13.5 -23.1% -6.5% -6.8%
CVLG 81.6 2.9% 0.62% 1.8%
PAMT $253M -4.9 -16.3% -8.8% -23.1%
PAL $268M -11.1%
ETS -3.5 21.6%

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

Conto Economico 15
Dati annuali Conto Economico per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +30.8% $1.56B $1.85B $1.66B $2.02B $1.75B $1.39B $1.51B $1.46B $1.22B $1.07B $1.13B $1.19B
SG&A Expense 12-point trend, +28.3% $54M $57M $50M $49M $42M $33M $44M $32M $32M $29M $31M $42M
Operating Expenses 12-point trend, +46.1% $1.62B $1.64B $1.52B $1.78B $1.65B $1.31B $1.45B $1.38B $1.19B $1.03B $1.06B $1.11B
Operating Income 12-point trend, -179.6% $-64M $203M $145M $240M $103M $80M $65M $84M $25M $47M $73M $81M
Interest Expense 12-point trend, +495.7% $49M $34M $24M $16M $12M $15M $17M $15M $10M $8M $9M $8M
Interest Income 12-point trend, +24269.6% $11M $4M $1M $132.0K $43.0K $47.0K $73.0K $76.0K $92.0K $157.0K $55.0K $46.0K
Other Non-op 12-point trend, +379.2% $2M $837.0K $2M $1M $7M $-2M $2M $188.0K $1M $934.0K $790.0K $447.0K
Pretax Income 12-point trend, -236.8% $-100M $174M $124M $225M $99M $64M $50M $69M $17M $39M $65M $73M
Income Tax 12-point trend, -100.5% $-139.0K $44M $31M $57M $25M $16M $13M $17M $-11M $15M $25M $28M
Net Income 12-point trend, -320.1% $-100M $130M $93M $169M $74M $48M $38M $52M $28M $24M $40M $45M
EPS (Basic) 12-point trend, -351.0% $-3.79 $4.94 $3.53 $6.37 $2.74 $1.78 $1.34 $1.84 $0.99 $0.85 $1.37 $1.51
EPS (Diluted) 12-point trend, -351.0% $-3.79 $4.93 $3.53 $6.37 $2.74 $1.78 $1.34 $1.84 $0.99 $0.85 $1.37 $1.51
Shares (Basic) 12-point trend, -12.3% 26,328,000 26,315,000 26,284,000 26,469,000 26,919,000 26,997,000 28,069,000 28,383,000 28,425,000 28,411,000 29,233,000 30,013,000
Shares (Diluted) 12-point trend, -12.3% 26,339,000 26,348,000 26,308,000 26,489,000 26,929,000 27,000,000 28,070,000 28,390,000 28,428,000 28,411,000 29,235,000 30,044,000
EBITDA 12-point trend, -179.6% $-64M $203M $145M $240M $103M $80M $65M $84M $25M $47M $73M $81M
Stato Patrimoniale 29
Dati annuali Stato Patrimoniale per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +235.5% $27M $19M $13M $47M $14M $9M $8M $6M $2M $2M $13M $8M
Short-term Investments 4-point trend, +5.8% · · · · · · · · $15M $14M $13M $14M
Receivables 12-point trend, +72.9% $261M $294M $288M $351M $341M $259M $211M $216M $171M $145M $141M $151M
Inventory 12-point trend, +19.9% $10M $8M $12M $11M $14M $8M $7M $7M $5M $9M $9M $8M
Prepaid Expense 12-point trend, +33.5% $26M $25M $30M $26M $30M $23M $20M $20M $16M $17M $18M $19M
Other Current Assets 4-point trend, +0.0% $1M $1M $700.0K $1M · · · · · · · ·
Current Assets 12-point trend, +77.0% $383M $410M $365M $460M $421M $322M $272M $275M $229M $207M $203M $216M
PP&E (Net) 12-point trend, +360.2% $819M $742M $561M $391M $346M $365M $340M $303M $267M $246M $177M $178M
PP&E (Gross) 12-point trend, +292.8% $1.29B $1.17B $931M $743M $679M $664M $610M $535M $473M $428M $349M $328M
Accum. Depreciation 12-point trend, +212.5% $467M $429M $370M $352M $334M $299M $270M $231M $206M $181M $172M $150M
Goodwill 12-point trend, +41.8% $106M $207M $171M $171M $171M $171M $168M $145M $74M $74M $74M $74M
Intangibles 12-point trend, +101.8% $109M $151M $61M $74M $88M $102M $116M $114M $31M $37M $45M $54M
Other Non-current Assets 12-point trend, -62.5% $2M $5M $7M $7M $4M $4M $3M $3M $5M $5M $4M $6M
Total Assets 12-point trend, +235.0% $1.77B $1.79B $1.25B $1.20B $1.14B $1.06B $995M $843M $611M $570M $503M $529M
Accounts Payable 12-point trend, +6.3% $61M $60M $64M $87M $118M $98M $92M $92M $84M $66M $46M $57M
Accrued Liabilities 12-point trend, +166.2% $59M $71M $43M $43M $44M $40M $35M $25M $24M $20M $19M $22M
Current Liabilities 12-point trend, +178.9% $318M $305M $260M $287M $313M $273M $250M $221M $199M $145M $154M $114M
Capital Leases 10-point trend, +7194.2% $144M $51M $64M $78M $86M $78M $70M · · $92.0K $1M $2M
Deferred Tax 12-point trend, +79.6% $82M $109M $80M $70M $61M $64M $66M $59M $32M $48M $40M $46M
Other Non-current Liabilities 12-point trend, -6.0% $4M $5M $6M $9M $9M $8M $6M $5M $3M $4M $4M $4M
Long-term Debt 12-point trend, +239.0% $798M $759M $382M $378M $427M $460M $458M $400M $248M $261M $233M $235M
Total Debt 12-point trend, +239.0% $798M $759M $382M $378M $427M $460M $458M $400M $248M $261M $235M $235M
Common Stock 12-point trend, -14.7% $26M $26M $31M $31M $31M $31M $31M $31M $31M $31M $31M $31M
Retained Earnings 12-point trend, +334.3% $512M $623M $595M $514M $356M $294M $251M $232M $186M $166M $150M $118M
Treasury Stock 12-point trend, -98.7% $192.0K $107.0K $97M $97M $82M $82M $77M $52M $52M $50M $50M $15M
AOCI 4-point trend, +32.4% · · · · · · · · $4M $3M $2M $3M
Stockholders' Equity 12-point trend, +294.0% $540M $647M $532M $447M $302M $240M $205M $209M $169M $148M $131M $137M
Liabilities + Equity 12-point trend, +235.0% $1.77B $1.79B $1.25B $1.20B $1.14B $1.06B $995M $843M $611M $570M $503M $529M
Shares Outstanding 12-point trend, -12.2% 26,330,058 26,317,326 26,284,223 26,277,549 26,919,455 26,912,580 27,282,230 28,378,827 28,382,392 28,430,394 28,398,900 29,997,784
Flusso di cassa 15
Dati annuali Flusso di cassa per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +342.5% $146M $124M $77M $77M $68M $74M $75M $54M $47M $37M $35M $33M
Stock-based Comp 12-point trend, -69.2% $457.0K $779.0K $262.0K $222.0K $162.0K $195.0K $73.0K $413.0K $414.0K $571.0K $494.0K $1M
Deferred Tax 12-point trend, -1931.9% $-27M $30M $10M $8M $-3M $-3M $7M $6M $-19M $7M $542.0K $1M
Amort. of Intangibles 12-point trend, +68.7% $17M $22M $13M $14M $14M $15M $16M $6M $6M $8M $9M $10M
Operating Cash Flow 12-point trend, +130.6% $183M $112M $210M $213M $83M $99M $128M $95M $84M $69M $78M $79M
CapEx 12-point trend, +275.0% $224M $252M $241M $117M $39M $91M $80M $67M $63M $97M $26M $60M
Investing Cash Flow 10-point trend, -116.3% $-203M $-463M $-237M $-104M $-33M $-87M $-143M $-229M $-61M $-94M · ·
Stock Repurchased 12-point trend, -98.5% $85.0K $107.0K $134.0K $14M $0 $5M $25M $930.0K $1M $26.0K $35M $6M
Net Stock Activity 11-point trend, +98.5% $-85.0K $-107.0K $-134.0K $-14M · $-5M $-25M $-930.0K $-1M $-26.0K $-35M $-6M
Dividends Paid 12-point trend, +31.5% $11M $11M $11M $14M $11M $6M $15M $11M $8M $8M $8M $8M
Financing Cash Flow 10-point trend, +84.8% $26M $365M $-9M $-78M $-45M $-9M $17M $139M $-23M $14M · ·
Net Change in Cash 12-point trend, +437.3% $7M $7M $-35M $33M $5M $1M $2M $4M $-83.0K $-11M $5M $-2M
Taxes Paid 3-point trend, -19.5% $20M $19M $25M · · · · · · · · ·
Free Cash Flow 12-point trend, -309.8% $-41M $-139M $-30M $96M $44M $9M $48M $28M $20M $-29M $52M $20M
Levered FCF 12-point trend, -721.2% $-90M $-165M $-48M $84M $36M $-2M $35M $17M $5M $-34M $46M $15M
Redditività 7
Dati annuali Redditività per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -160.9% -4.1% 11.0% 8.8% 11.9% 5.9% 5.8% 4.3% 5.7% 2.1% 4.3% 6.5% 6.8%
Net Margin 12-point trend, -268.2% -6.4% 7.0% 5.6% 8.4% 4.2% 3.5% 2.5% 3.6% 2.3% 2.3% 3.5% 3.8%
Pretax Margin 12-point trend, -204.7% -6.4% 9.4% 7.5% 11.2% 5.6% 4.6% 3.3% 4.8% 1.4% 3.7% 5.8% 6.1%
EBITDA Margin 12-point trend, -160.9% -4.1% 11.0% 8.8% 11.9% 5.9% 5.8% 4.3% 5.7% 2.1% 4.3% 6.5% 6.8%
ROA 12-point trend, -165.2% -5.6% 8.6% 7.6% 14.4% 6.7% 4.5% 3.9% 6.5% 4.6% 4.3% 7.7% 8.6%
ROE 12-point trend, -144.8% -16.7% 20.3% 17.8% 39.1% 25.0% 20.6% 18.6% 25.2% 17.8% 17.4% 29.8% 37.4%
ROIC 12-point trend, -135.6% -4.8% 10.8% 11.9% 21.8% 10.6% 8.6% 7.4% 10.3% 9.9% 7.0% 12.3% 13.5%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -36.5% 1.2 1.3 1.4 1.6 1.3 1.2 1.1 1.2 1.1 1.4 1.4 1.9
Quick Ratio 12-point trend, -40.4% 0.9 1.0 1.2 1.4 1.1 1.0 0.9 1.0 0.9 1.1 1.1 1.5
Debt / Equity 12-point trend, -14.0% 1.5 1.2 0.7 0.8 1.4 1.9 2.2 1.9 1.5 1.8 1.8 1.7
LT Debt / Equity 12-point trend, -23.2% 1.3 1.0 0.6 0.7 1.2 1.7 1.9 1.7 1.2 1.5 1.3 1.6
Interest Coverage 12-point trend, -113.4% -1.3 5.9 6.0 14.8 8.8 5.5 3.8 5.7 2.6 5.6 7.9 9.8
Efficienza 2
Dati annuali Efficienza per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -61.3% 0.9 1.2 1.4 1.7 1.6 1.3 1.6 1.8 2.0 1.9 2.2 2.3
Receivables Turnover 12-point trend, -33.3% 5.6 6.3 5.2 5.8 5.8 5.9 7.1 7.6 7.7 7.5 7.7 8.4
Per Azione 7
Dati annuali Per Azione per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +348.8% $20.52 $24.59 $20.25 $17.01 $11.23 $8.90 $7.52 $7.38 $5.95 $5.20 $4.62 $4.57
Revenue / Share 12-point trend, +49.2% $59.17 $70.06 $63.18 $76.09 $65.02 $51.52 $53.87 $51.49 $42.80 $37.76 $38.61 $39.66
Cash Flow / Share 12-point trend, +163.0% $6.95 $4.26 $7.99 $8.06 $3.09 $3.68 $4.56 $3.34 $2.95 $2.42 $2.68 $2.64
Cash / Share 12-point trend, +282.3% $1.02 $0.74 $0.48 $1.80 $0.52 $0.33 $0.28 $0.20 $0.06 $0.06 $0.46 $0.27
Dividend / Share 12-point trend, +50.0% $0 $0 $0 $0 $0 $0 $0 $1 $0 $0 $0 $0
Dividend Paid / Share 12-point trend, +50.0% $0 $0 $0 $0 $0 $0 $1 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -351.0% $-3.79 $4.93 $3.53 $6.37 $2.74 $1.78 $1.34 $1.84 $0.99 $0.85 $1.37 $1.51
Tassi di Crescita 8
Dati annuali Tassi di Crescita per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -160.2% -15.6% 11.1% -17.5% 15.1% 25.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -234.5% -8.2% 1.8% 6.1% · · · · · · · · ·
Revenue CAGR 5Y 2.3% · · · · · · · · · · ·
EPS YoY 4-point trend, -26.5% · 39.7% -44.6% 132.5% 53.9% · · · · · · ·
EPS CAGR 3Y 2-point trend, -15.6% · 21.6% 25.6% · · · · · · · · ·
Net Income YoY 4-point trend, -25.1% · 39.8% -44.9% 128.7% 53.2% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -15.2% · 20.8% 24.5% · · · · · · · · ·
Dividend CAGR 5Y 14.1% · · · · · · · · · · ·
Valutazione (TTM) 17
Dati annuali Valutazione (TTM) per ULH
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +30.8% $1.56B $1.85B $1.66B $2.02B $1.75B $1.39B $1.51B $1.46B $1.22B $1.07B $1.13B $1.19B
Net Income TTM 12-point trend, -320.1% $-100M $130M $93M $169M $74M $48M $38M $52M $28M $24M $40M $45M
Market Cap 12-point trend, -53.2% $400M $1.21B $736M $879M $508M $554M $517M $513M $674M $465M $399M $855M
Enterprise Value 12-point trend, +9.6% $1.17B $1.95B $1.11B $1.21B $921M $1.01B $967M $908M $905M $710M $607M $1.07B
P/E 12-point trend, -121.2% -4.0 9.3 7.9 5.2 6.9 11.6 14.1 9.8 24.0 19.2 10.2 18.9
P/S 12-point trend, -64.3% 0.3 0.7 0.4 0.4 0.3 0.4 0.3 0.4 0.6 0.4 0.4 0.7
P/B 12-point trend, -88.1% 0.7 1.9 1.4 2.0 1.7 2.3 2.5 2.5 4.0 3.1 3.0 6.2
P / Tangible Book 5-point trend, -89.6% 1.2 4.2 2.5 4.3 11.8 · · · · · · ·
P / Cash Flow 12-point trend, -79.7% 2.2 10.8 3.5 4.1 6.1 5.6 4.0 5.4 8.0 6.8 5.1 10.8
P / FCF 12-point trend, -122.3% -9.7 -8.7 -24.3 9.1 11.4 64.2 10.7 18.1 32.9 -16.2 7.7 43.6
EV / EBITDA 12-point trend, -237.7% -18.2 9.6 7.6 5.0 8.9 12.5 14.8 10.8 35.9 15.2 8.3 13.2
EV / FCF 12-point trend, -152.2% -28.5 -14.0 -36.5 12.6 20.7 116.6 20.0 32.1 44.2 -24.7 11.7 54.5
EV / Revenue 12-point trend, -16.2% 0.8 1.1 0.7 0.6 0.5 0.7 0.6 0.6 0.7 0.7 0.5 0.9
Dividend Yield 12-point trend, +181.6% 2.8% 0.91% 1.5% 1.6% 2.2% 1.0% 2.9% 2.1% 1.2% 1.7% 2.1% 0.98%
Earnings Yield 12-point trend, -570.8% -24.9% 10.7% 12.6% 19.1% 14.5% 8.6% 7.1% 10.2% 4.2% 5.2% 9.8% 5.3%
Payout Ratio 12-point trend, -159.7% -11.1% 8.5% 11.9% 8.3% 15.3% 11.9% 40.0% 20.9% 28.3% 32.8% 20.4% 18.5%
Annual Payout 12-point trend, +31.5% $11M $11M $11M $14M $11M $6M $15M $11M $8M $8M $8M $8M

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 $1.56B$1.85B$1.66B$2.02B$1.75B
Margine Operativo % -4.1%11.0%8.8%11.9%5.9%
Utile netto $-100M$130M$93M$169M$74M
EPS Diluito $-3.79$4.93$3.53$6.37$2.74
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 1.51.20.70.81.4
Rapporto corrente 1.21.31.41.61.3
Quick Ratio 0.91.01.21.41.1
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $-41M$-139M$-30M$96M$44M

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Proprietari istituzionali (13F) 79 filer · $81.9M totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
18 (+3 vs trimestre precedente) 8 (-2 vs trimestre precedente) 22 (+1 vs trimestre precedente) 21 (+2 vs trimestre precedente) -46K

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
FMR LLC $38.703.880 2.615.127 47,27% Azioni
DIMENSIONAL FUND ADVISORS LP $11.216.609 757.879 13,70% Azioni
VANGUARD GROUP INC $5.292.895 348.446 6,46% Azioni
AMERICAN CENTURY COMPANIES INC $4.479.531 302.671 5,47% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $4.167.946 281.618 5,09% Azioni
GEODE CAPITAL MANAGEMENT, LLC $2.769.488 187.077 3,38% Azioni
Bank of New York Mellon Corp $2.605.584 176.053 3,18% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2.178.471 147.194 2,66% Azioni
STATE STREET CORP $2.140.846 143.647 2,61% Azioni
Empowered Funds, LLC $1.422.502 96.115 1,74% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $780.700 52.750 0,95% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $709.912 47.967 0,87% Azioni
VANGUARD FIDUCIARY TRUST CO $671.713 45.386 0,82% Azioni
Quantinno Capital Management LP $642.157 43.389 0,78% Azioni
Pacific Ridge Capital Partners, LLC $499.796 33.770 0,61% Azioni
GOLDMAN SACHS GROUP INC $352.891 23.844 0,43% Azioni
STRS OHIO $288.600 19.500 0,35% Azioni
MILLENNIUM MANAGEMENT LLC $283.716 19.170 0,35% Azioni
D. E. Shaw & Co., Inc. $275.532 18.617 0,34% Azioni
ALLIANCEBERNSTEIN L.P. $266.787 12.620 0,33% Azioni
EntryPoint Capital, LLC $182.218 12.312 0,22% Azioni
UBS Group AG $177.289 11.979 0,22% Azioni
Quadrature Capital Ltd $162.830 11.002 0,20% Azioni
Metis Global Partners, LLC $160.876 10.870 0,20% Azioni
MORGAN STANLEY $147.275 9.951 0,18% Azioni
BNP PARIBAS FINANCIAL MARKETS $146.017 9.866 0,18% Azioni
Federation des caisses Desjardins du Quebec $144.004 9.730 0,18% Azioni
AlphaQuest LLC $142.801 9.401 0,17% Azioni
RHUMBLINE ADVISERS $124.433 8.408 0,15% Azioni
WELLS FARGO & COMPANY/MN $88.830 6.002 0,11% Azioni
DEUTSCHE BANK AG\ $75.140 5.077 0,09% Azioni
Nuveen, LLC $58.371 3.944 0,07% Azioni
Russell Investments Group, Ltd. $55.914 3.778 0,07% Azioni
MERCER GLOBAL ADVISORS INC /ADV $50.868 3.437 0,06% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $48.648 3.287 0,06% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $45.244 3.057 0,06% Azioni
JPMORGAN CHASE & CO $44.313 2.972 0,05% Azioni
Invesco Ltd. $42.150 2.848 0,05% Azioni
Vanguard Global Advisers, LLC $38.006 2.568 0,05% Azioni
BlackRock, Inc. $35.920 2.427 0,04% Azioni
Police & Firemen's Retirement System of New Jersey $27.291 1.844 0,03% Azioni
Tower Research Capital LLC (TRC) $22.866 1.545 0,03% Azioni
BARCLAYS PLC $14.445 976 0,02% Azioni
NORTHERN TRUST CORP $14.371 971 0,02% Azioni
Nuveen Asset Management, LLC $11.026 240 0,01% Azioni
CITIGROUP INC $9.087 614 0,01% Azioni
Legal & General Group Plc $8.702 588 0,01% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7.737 366 0,01% Azioni
GAMMA Investing LLC $7.622 515 0,01% Azioni
Ameritas Investment Partners, Inc. $7.030 475 0,01% Azioni
Arax Advisory Partners $5.935 401 0,01% Azioni
CWM, LLC $4.735 224 0,01% Azioni
Versant Capital Management, Inc $3.463 234 0,00% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3.234 153 0,00% Azioni
ROYAL BANK OF CANADA $3.000 216 0,00% Azioni
Allworth Financial LP $2.339 158 0,00% Azioni
Sterling Capital Management LLC $1.865 126 0,00% Azioni
AQR CAPITAL MANAGEMENT LLC $1.569 106 0,00% Azioni
Physician Wealth Advisors, Inc. $1.007 68 0,00% Azioni
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $962 65 0,00% Azioni
SIGNATUREFD, LLC $533 36 0,00% Azioni
Integrated Wealth Concepts LLC $415 28 0,00% Azioni
SJS Investment Consulting Inc. $400 27 0,00% Azioni
PNC Financial Services Group, Inc. $311 21 0,00% Azioni
Jump Financial, LLC $311 21 0,00% Azioni
Global Retirement Partners, LLC $192 13 0,00% Azioni
Farther Finance Advisors, LLC $90 6 0,00% Azioni
Clearstead Advisors, LLC $60 4 0,00% Azioni
ROTHSCHILD INVESTMENT LLC $59 4 0,00% Azioni
Caitong International Asset Management Co., Ltd $59 4 0,00% Azioni
Essential Partners LLC $59 4 0,00% Azioni
SBI Securities Co., Ltd. $44 3 0,00% Azioni
Optiver Holding B.V. $30 2 0,00% Azioni
State of Alaska, Department of Revenue $20 1.353 0,00% Azioni
EverSource Wealth Advisors, LLC $15 1 0,00% Azioni
HUNTINGTON NATIONAL BANK $15 1 0,00% Azioni
True Wealth Design, LLC $15 1 0,00% Azioni
HARBOR CAPITAL ADVISORS, INC. $8 569 0,00% Azioni
Covestor Ltd $0 19 0,00% Azioni

Insider aziendali 18 insider · 5 dirigenti · 14 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Timothy Phillips Chief Executive Officer 04 Febbraio 2026 A 104.491 0 0 $0
Jeff Rogers Chief Executive Officer 20 Febbraio 2019 A 53.000 0 0 $0
Donald B Cochran Chief Executive Officer 28 Ottobre 2008 P 100 0 0 $0
Jude Marcus Beres Chief Financial Officer 04 Febbraio 2026 A 43.585 0 0 $0
David A. Crittenden Chief Financial Officer 23 Dicembre 2015 A 14.135 0 0 $0
Grant Edward Belanger Direttore 08 Maggio 2026 A 2.644 0 0 $0
Matthew J. Moroun Direttore 05 Maggio 2025 A 2.235 0 0 $0
Michael A. Regan Direttore 05 Maggio 2025 A 970 0 0 $0
Richard P Urban Direttore 05 Maggio 2025 A 12.013 0 0 $0
Matthew T. Moroun Direttore 05 Maggio 2025 A 2.235 0 0 $0
H.E. Wolfe Direttore 11 Agosto 2023 D 10.000 0 0 $0
Marcus D. Hudson Direttore 08 Maggio 2023 A 324 0 0 $0
Frederick P. Calderone Direttore 08 Maggio 2023 A 590 0 0 $0
Manuel J Moroun Direttore 16 Settembre 2019 D 3.427.557 0 0 $0
Daniel C Sullivan Direttore 27 Febbraio 2013 P 2.000 0 0 $0
Joseph J Casaroll Direttore 28 Novembre 2012 P 500 0 0 $0
Nora M. Moroun Proprietario del 10% 20 Dicembre 2021 S 0 0 0 $0
MJ Moroun 2012 Annuity Trust, dated April 30, 2012 Proprietario del 10% 20 Maggio 2014 J 0 0 0 $0

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

Attivisti e proprietari del 5%+ 2 partecipazioni

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

Depositante Depositato Partecipazione Stato Scopo Deposito
Matthew T. Moroun, 2020 Irrevocable Nora M. Moroun Trust, dated November 20, 2020, 2020 Irrevocable Lindsay S. Moroun Trust, dated November 24, 2020, Swiftsure Irrevocable Trust Under Agreement dated December 26, 2012, as decanted November 28, 2020, Frederick P. Calderone ×11 depositi 03 Agosto 2023 Deposito iniziale SEC
Matthew T. Moroun (2), Matthew T. Moroun, as Trustee of the MJ Moroun 2012 Annuity Trust, dated April 30, 2012 (2), Manuel J. Moroun, as Trustee of the Manuel J. Moroun Revocable Trust U/A, dated March 24, 1977, as amended and restated on December 22, 2004 (2) 17 Settembre 2012 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 30 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
EBIT · Harbor ETF Trust 0,12% 549 NS 30 Aprile 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,02% 268.030 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 69.905 NS 30 Aprile 2026 N-PORT
DFAT · Dimensional ETF Trust 0,01% 67.020 NS 30 Aprile 2026 N-PORT
DFSV · Dimensional ETF Trust 0,01% 34.995 NS 30 Aprile 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 12.586 NS 31 Maggio 2026 N-PORT
RSSL · Global X Funds 0,01% 3.080 NS 30 Aprile 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,00% 20.159 NS 31 Maggio 2026 N-PORT
ITWO · ProShares Trust 0,00% 318 NS 31 Maggio 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,00% 34.837 NS 31 Maggio 2026 N-PORT
UWM · ProShares Trust 0,00% 249 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,00% 251 NS 31 Maggio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 18.892 NS 30 Aprile 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 247 NS 31 Maggio 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 3.850 NS 31 Maggio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 559 NS 30 Aprile 2026 N-PORT
HDG · ProShares Trust 0,00% 6 NS 31 Maggio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 961 NS 30 Aprile 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 3.740 NS 31 Maggio 2026 N-PORT
EBI · RBB Fund Trust 0,00% 2 NS 31 Maggio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 15 Luglio 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 15 Luglio 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 15 Luglio 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 15 Luglio 2026 Giornaliero
IWV · iShares Trust 18 Agosto 2026 Giornaliero
IWN · iShares Trust 17 Agosto 2026 Giornaliero
IWM · iShares Trust 18 Agosto 2026 Giornaliero
IWC · iShares Trust 18 Agosto 2026 Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust 13 Luglio 2026 Giornaliero