VEEV Classe A Veeva Systems Inc. Class A Common Stock
NYSE · Health Care · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Ago 27, 2026VEEV Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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Informazioni su Veeva Systems Inc. Class A Common Stock Panoramica della società da Wikipedia
Veeva Systems Inc., headquartered in Pleasanton, California, provides cloud computing software, data, and consulting services for the life sciences industry. Its products are used to track all aspects of drug development and pharmaceutical manufacturing.
The company has 1,552 customers including Bayer, Boehringer Ingelheim, Eli Lilly and Company, Gilead Sciences, Merck & Co., Novartis, Alkermes plc, Alnylam Pharmaceuticals, bluebird bio, and Idorsia.
## History
Veeva was founded in 2007 by Peter Gassner and Matt Wallach.
In 2011, the company introduced Veeva Vault, a content management system for the life sciences industry.
In October 2013, Veeva became a public company via an initial public offering on the New York Stock Exchange.
In February 2021, Veeva became the first publicly traded company to convert to a public benefit corporation.
In 2025, Veeva ended its partnership with Salesforce, a competitor.
=== Acquisitions ===
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | VEEV | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 44.7media 5 anni ≈60.5 | ≈60.5 | 35.6 | Valore equo | |
| P/S (TTM) | 12.8media 5 anni ≈12.7 | ≈12.7 | 3.3 | Sopravvalutato | |
| P/B (MRQ) | 6.0media 5 anni ≈6.4 | ≈6.4 | 2.9 | Sopravvalutato | |
| Price / Cash Flow (Prezzo / Flusso di cassa) | 31.5media 5 anni ≈32.4 | ≈32.4 | 13.8 | Sopravvalutato | |
| Prezzo / Valore contabile tangibile (MRQ) | 6.0media 5 anni ≈7.1 | ≈7.1 | · | · | |
| PEG Ratio | ≈2.5 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | VEEV | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 75.0%media 5 anni ≈73.2% | ≈73.2% | 79.0% | Debole | |
| Margine Operativo (TTM) | 29.9%media 5 anni ≈24.1% | ≈24.1% | 7.9% | Di prim'ordine | |
| EBITDA Margin (Margine EBITDA) | 28.7%media 5 anni ≈24.1% | ≈24.1% | 12.7% | Di prim'ordine | |
| Margine ante imposte (TTM) | 38.4%media 5 anni ≈29.4% | ≈29.4% | 9.1% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 29.3%media 5 anni ≈24.5% | ≈24.5% | 6.1% | Di prim'ordine | |
| ROA (TTM) | 11.9%media 5 anni ≈11.1% | ≈11.1% | 1.3% | Di prim'ordine | |
| ROE (TTM) | 14.4%media 5 anni ≈13.2% | ≈13.2% | 4.0% | Di prim'ordine | |
| ROIC | 9.7%media 5 anni ≈10.7% | ≈10.7% | 1.8% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | VEEV | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 5.5media 5 anni ≈4.3 | ≈4.3 | 2.2 | Liquidità elevata | |
| Quick Ratio | 1.6media 5 anni ≈1.6 | ≈1.6 | 1.2 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | VEEV | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 16.3%media 5 anni ≈17.0% | ≈17.0% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 14.0%media 5 anni ≈15.1% | ≈15.1% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 16.9% | · | · | · | |
| EPS YoY | 25.9%media 5 anni ≈18.6% | ≈18.6% | · | · | |
| Net Income YoY (Utile Netto YoY) | 27.3%media 5 anni ≈19.5% | ≈19.5% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | 21.9%media 5 anni ≈16.9% | ≈16.9% | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | 18.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 23.1%media 5 anni ≈17.7% | ≈17.7% | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | 19.1% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | VEEV | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.4media 5 anni ≈0.5 | ≈0.5 | 0.6 | Debole | |
| Receivables Turnover (Rotazione dei crediti) | 2.8media 5 anni ≈3.0 | ≈3.0 | 5.2 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$403.0K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2027 | Ago 26, 2026 | $2.35 | $2.27 | 3.7% |
| 31 Marzo 2027 | Giu 3, 2026 | $2.24 | $2.17 | 3.2% |
| 30 Settembre 2026 | $2.35 | $2.27 | 3.7% | |
| 30 Giugno 2026 | $2.24 | $2.17 | 3.0% | |
| 31 Marzo 2026 | $2.06 | $1.97 | 4.5% | |
| 31 Dicembre 2025 | $2.04 | $1.99 | 2.6% | |
| 30 Settembre 2025 | $1.99 | $1.94 | 2.7% | |
| 30 Giugno 2025 | $1.97 | $1.77 | 11.1% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.20B | $2.75B | $2.36B | $2.16B | $1.85B | $1.47B | $1.10B | $862M | $691M | $551M | $409M | $313M | |
| Cost of Revenue | $782M | $700M | $677M | $609M | $504M | $409M | $303M | $245M | $211M | $174M | $142M | $116M | |
| Gross Profit | $2.41B | $2.05B | $1.69B | $1.55B | $1.35B | $1.06B | $801M | $617M | $479M | $377M | $267M | $198M | |
| R&D Expense | $767M | $693M | $629M | $520M | $382M | $294M | $210M | $159M | $132M | $97M | $66M | $41M | |
| SG&A Expense | $301M | $266M | $247M | $218M | $172M | $149M | $114M | $86M | $60M | $49M | $41M | $30M | |
| Operating Expenses | $1.50B | $1.36B | $1.26B | $1.09B | $842M | $678M | $514M | $394M | $321M | $256M | $188M | $128M | |
| Operating Income | $916M | $691M | $429M | $459M | $505M | $378M | $286M | $223M | $158M | $121M | $79M | $70M | |
| Other Non-op | $278M | $228M | $159M | $50M | $7M | $16M | $27M | $16M | $8M | $2M | $28.0K | $-3M | |
| Pretax Income | $1.19B | $919M | $588M | $509M | $512M | $394M | $314M | $239M | $166M | $122M | $79M | $67M | |
| Income Tax | $286M | $205M | $62M | $21M | $85M | $14M | $13M | $9M | $15M | $45M | $24M | $27M | |
| Net Income | $909M | $714M | $526M | $488M | $427M | $380M | $301M | $230M | $151M | $78M | $54M | $40M | |
| EPS (Basic) | $5.55 | $4.41 | $3.27 | $3.14 | $2.79 | $2.52 | $2.04 | $1.59 | $1.08 | $0.57 | $0.41 | $0.31 | |
| EPS (Diluted) | $5.44 | $4.32 | $3.22 | $3.00 | $2.63 | $2.36 | $1.90 | $1.47 | $0.98 | $0.53 | $0.38 | $0.28 | |
| Shares (Basic) | 163,667,000 | 161,879,000 | 160,532,000 | 155,385,000 | 153,251,000 | 150,666,000 | 147,796,000 | 144,244,000 | 140,311,000 | 135,698,000 | 132,020,000 | 127,713,000 | |
| Shares (Diluted) | 166,995,000 | 165,232,000 | 163,486,000 | 162,437,000 | 162,277,000 | 160,732,000 | 158,296,000 | 156,117,000 | 153,681,000 | 147,578,000 | 144,977,000 | 144,204,000 | |
| EBITDA | $916M | $691M | $429M | $459M | $505M | $378M | $286M | $223M | $151M | $108M | $79M | $70M |
Stato Patrimoniale
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.42B | $1.12B | $703M | $886M | $1.14B | $731M | $477M | $551M | $320M | $218M | $132M | $129M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $442M | $301M | $214M | $269M | |
| Receivables | $1.26B | $1.02B | $852M | $703M | $631M | $564M | $390M | $303M | $225M | $183M | $145M | $93M | |
| Prepaid Expense | $126M | $101M | $87M | $81M | $37M | $36M | $22M | $22M | $12M | $10M | $10M | $6M | |
| Other Current Assets | · | · | · | · | · | · | · | · | · | · | · | $6M | |
| Current Assets | $8.00B | $6.31B | $5.00B | $3.97B | $3.11B | $2.31B | $1.53B | $1.43B | $1.01B | $712M | $501M | $502M | |
| PP&E (Net) | $70M | $56M | $59M | $50M | $54M | $54M | $55M | $55M | $52M | $50M | $47M | $28M | |
| PP&E (Gross) | $104M | $87M | $95M | $82M | $85M | $83M | $80M | $71M | $65M | $59M | $52M | $31M | |
| Accum. Depreciation | $34M | $31M | $37M | $32M | $30M | $30M | $25M | $16M | $13M | $9M | $4M | $2M | |
| Goodwill | $440M | $440M | $440M | $440M | $440M | $436M | $439M | $96M | $96M | $96M | $96M | $5M | |
| Intangibles | $30M | $44M | $63M | $82M | $102M | $115M | $135M | $25M | $31M | $39M | $48M | $5M | |
| Other Non-current Assets | $62M | $57M | $43M | $39M | $25M | $18M | $16M | $8M | $6M | $4M | $5M | $4M | |
| Total Assets | $8.98B | $7.34B | $5.91B | $4.80B | $3.82B | $3.05B | $2.27B | $1.65B | $1.23B | $917M | $706M | $545M | |
| Accounts Payable | $38M | $30M | $32M | $42M | $20M | $23M | $19M | $9M | $7M | $6M | $5M | $4M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $9M | |
| Current Liabilities | $1.64B | $1.40B | $1.18B | $1.01B | $841M | $716M | $551M | $401M | $306M | $247M | $186M | $136M | |
| Capital Leases | $84M | $66M | $46M | $50M | $44M | $51M | $44M | · | · | · | · | · | |
| Deferred Tax | $558.0K | $587.0K | $2M | $1M | $2M | $2M | $2M | $6M | $11M | $13M | $11M | $170.0K | |
| Other Non-current Liabilities | $43M | $43M | $39M | $30M | $18M | $11M | $8M | $9M | $7M | $5M | $4M | $2M | |
| Total Liabilities | $1.76B | $1.51B | $1.27B | $1.09B | $905M | $780M | $606M | $416M | $324M | $265M | $201M | $138M | |
| Common Stock | $2.0K | $2.0K | $2.0K | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | $4.36B | $3.45B | $2.74B | $2.21B | $1.73B | $1.30B | $920M | $619M | $389M | $213M | $143M | $89M | |
| AOCI | $8M | $-8M | $-11M | $-31M | $-12M | $992.0K | $460.0K | $928.0K | $2M | $111.0K | $172.0K | $26.0K | |
| Stockholders' Equity | $7.21B | $5.83B | $4.64B | $3.72B | $2.91B | $2.27B | $1.67B | $1.24B | $906M | $678M | $522M | $407M | |
| Liabilities + Equity | $8.98B | $7.34B | $5.91B | $4.80B | $3.82B | $3.05B | $2.27B | $1.65B | $1.23B | $917M | $706M | $545M | |
| Shares Outstanding | 163,778,271 | 162,583,789 | 161,260,172 | 158,244,607 | 154,196,597 | 152,056,808 | 149,095,583 | · | · | · | · | · |
Flusso di cassa
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $20M | $14M | $14M | $14M | $8M | $4M | |
| Stock-based Comp | $473M | $437M | $394M | $352M | $235M | $185M | $116M | $76M | · | · | · | · | |
| Deferred Tax | $65M | $-112M | $-105M | $-128M | $11M | $-1M | $-7M | $-8M | $1M | $-1M | $-6M | $-4M | |
| Amort. of Intangibles | $14M | $19M | $19M | $19M | $19M | $20M | $10M | $7M | $8M | $8M | $4M | $2M | |
| Operating Cash Flow | $1.42B | $1.09B | $911M | $780M | $764M | $551M | $437M | $311M | $233M | $144M | $80M | $68M | |
| CapEx | · | · | · | · | · | · | $3M | $8M | $10M | $7M | $21M | $27M | |
| Investing Cash Flow | $-1.10B | $-700M | $-1.08B | $-1.01B | $-346M | $-334M | $-517M | $-104M | $-155M | $-97M | · | · | |
| Stock Repurchased | $170M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-170M | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-9M | $26M | $-16M | $-19M | $-4M | $34M | $10M | $26M | $21M | $38M | · | · | |
| Net Change in Cash | $302M | $414M | $-183M | $-252M | $410M | $252M | $-72M | $231M | $103M | $85M | $3M | $-133M | |
| Taxes Paid | $230M | $322M | $134M | $168M | $59M | $18M | $14M | $20M | $12M | $14M | $20M | $2M | |
| Free Cash Flow | · | · | · | · | · | · | $434M | $302M | $224M | $137M | $59M | $41M |
Redditività
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.5% | 74.5% | 71.4% | 71.7% | 72.8% | 72.1% | 72.5% | 71.5% | 69.2% | 68.1% | 65.2% | 63.1% | |
| Operating Margin | 28.7% | 25.2% | 18.2% | 21.3% | 27.3% | 25.8% | 25.9% | 25.9% | 22.0% | 19.9% | 19.2% | 22.3% | |
| Net Margin | 28.4% | 26.0% | 22.2% | 22.6% | 23.1% | 25.9% | 27.3% | 26.7% | 20.7% | 12.7% | 13.3% | 12.9% | |
| Pretax Margin | 37.4% | 33.5% | 24.9% | 23.6% | 27.7% | 26.9% | 28.4% | 27.7% | 23.1% | 20.2% | 19.2% | 21.4% | |
| EBITDA Margin | 28.7% | 25.2% | 18.2% | 21.3% | 27.3% | 25.8% | 25.9% | 25.9% | 22.0% | 19.9% | 19.2% | 22.3% | |
| ROA | 11.1% | 10.8% | 9.8% | 11.3% | 12.5% | 14.3% | 15.3% | 15.9% | 13.4% | 8.5% | 8.7% | 8.8% | |
| ROE | 13.1% | 12.6% | 11.7% | 13.7% | 15.0% | 17.4% | 18.7% | 19.4% | 18.3% | 11.7% | 11.9% | 11.8% | |
| ROIC | 9.7% | 9.2% | 8.3% | 11.8% | 14.5% | 16.1% | 16.5% | 17.3% | 15.5% | 10.4% | 10.8% | 10.3% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.9 | 4.5 | 4.2 | 3.9 | 3.7 | 3.2 | 2.8 | 3.6 | 3.2 | 2.9 | 2.7 | 3.7 | |
| Quick Ratio | 1.6 | 1.5 | 1.3 | 1.6 | 2.1 | 1.8 | 1.6 | 2.1 | 3.2 | 2.8 | 2.6 | 3.6 |
Efficienza
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | |
| Receivables Turnover | 2.8 | 2.9 | 3.0 | 3.2 | 3.1 | 3.1 | 3.2 | 3.3 | 3.3 | 3.3 | 3.4 | 4.1 |
Per Azione
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $44.05 | $35.87 | $28.80 | $23.48 | · | · | · | · | · | · | · | · | |
| Revenue / Share | $19.13 | $16.62 | $14.46 | $13.27 | $11.40 | $9.12 | $6.97 | $5.52 | $4.46 | $3.69 | $2.82 | $2.17 | |
| Cash Flow / Share | $8.47 | $6.60 | $5.57 | $4.80 | $4.71 | $3.43 | $2.76 | $1.99 | $1.52 | $0.98 | $0.55 | $0.47 | |
| Cash / Share | $8.68 | $6.88 | $4.36 | $5.60 | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $5.44 | $4.32 | $3.22 | $3.00 | $2.63 | $2.36 | $1.90 | $1.47 | $0.98 | $0.53 | $0.38 | $0.28 |
Tassi di Crescita
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.3% | 16.2% | 9.7% | 16.4% | 26.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.0% | 14.1% | 17.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 25.9% | 34.2% | 7.3% | 14.1% | 11.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 21.9% | 18.0% | 10.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 27.3% | 35.8% | 7.8% | 14.1% | 12.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 23.1% | 18.7% | 11.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.20B | $2.75B | $2.36B | $2.16B | $1.85B | $1.47B | $1.10B | $862M | $691M | $551M | $409M | $313M | |
| Net Income TTM | $909M | $714M | $526M | $488M | $427M | $380M | $301M | $230M | $151M | $78M | $54M | $40M | |
| Market Cap | $33.40B | $37.92B | $33.45B | $26.99B | · | · | · | · | · | · | · | · | |
| P/E | 37.5 | 54.0 | 64.4 | 56.9 | 89.9 | 117.1 | 77.2 | 74.2 | 64.1 | 79.9 | 63.4 | 102.7 | |
| P/S | 10.5 | 13.8 | 14.2 | 12.5 | · | · | · | · | · | · | · | · | |
| P/B | 4.6 | 6.5 | 7.2 | 7.3 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 5.0 | 7.1 | 8.1 | 8.5 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 23.6 | 34.8 | 36.7 | 34.6 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.7% | 1.8% | 1.6% | 1.8% | 1.1% | 0.85% | 1.3% | 1.4% | 1.6% | 1.2% | 1.6% | 0.97% |
Conto Economico
| Metrica | Tendenza | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $928M | $883M | $836M | $811M | $789M | $759M | $721M | $699M | $676M | $650M | $631M | $617M | $590M | $526M | $563M | $552M | |
| Cost of Revenue | $232M | $221M | $213M | $199M | $195M | $174M | $181M | $174M | $170M | $174M | $174M | $168M | $169M | $167M | $164M | $154M | |
| Gross Profit | $696M | $662M | $622M | $612M | $594M | $585M | $540M | $525M | $506M | $476M | $457M | $449M | $421M | $360M | $399M | $398M | |
| R&D Expense | $223M | $208M | $199M | $192M | $193M | $184M | $182M | $172M | $176M | $163M | $164M | $161M | $157M | $147M | $143M | $130M | |
| SG&A Expense | $71M | $69M | $68M | $68M | $96M | $69M | $71M | $72M | $61M | $61M | $59M | $62M | $63M | $63M | $59M | $53M | |
| Operating Expenses | $421M | $389M | $377M | $371M | $398M | $351M | $351M | $343M | $339M | $321M | $321M | $320M | $317M | $298M | $290M | $277M | |
| Operating Income | $275M | $273M | $246M | $241M | $196M | $234M | $188M | $181M | $166M | $155M | $135M | $128M | $104M | $62M | $109M | $121M | |
| Other Non-op | $75M | $74M | $72M | $72M | $69M | $65M | $57M | $61M | $59M | $52M | $47M | $42M | $39M | $30M | $26M | $12M | |
| Pretax Income | $350M | $348M | $318M | $313M | $265M | $299M | $245M | $242M | $225M | $207M | $183M | $171M | $143M | $92M | $135M | $134M | |
| Income Tax | $76M | $87M | $73M | $77M | $65M | $71M | $50M | $56M | $54M | $45M | $35M | $36M | $31M | $-40M | $-53M | $25M | |
| Net Income | $273M | $261M | $244M | $236M | $200M | $228M | $196M | $186M | $171M | $162M | $147M | $135M | $112M | $132M | $189M | $108M | |
| EPS (Basic) | $1.68 | $1.60 | $1.48 | $1.44 | $1.23 | $1.40 | $1.20 | $1.15 | $1.06 | $1.00 | $0.91 | $0.84 | $0.70 | $0.82 | $1.21 | $0.70 | |
| EPS (Diluted) | $1.66 | $1.57 | $1.48 | $1.40 | $1.19 | $1.37 | $1.17 | $1.13 | $1.04 | $0.98 | $0.90 | $0.83 | $0.68 | $0.81 | $1.15 | $0.67 | |
| Shares (Basic) | 162,344,000 | 163,345,000 | · | 164,049,000 | 163,496,000 | 162,749,000 | · | 161,987,000 | 161,708,000 | 161,421,000 | · | 160,768,000 | 160,396,000 | 159,852,000 | · | 155,392,000 | |
| Shares (Diluted) | 165,057,000 | 165,989,000 | · | 168,935,000 | 167,685,000 | 166,229,000 | · | 164,979,000 | 164,564,000 | 164,394,000 | · | 163,761,000 | 163,284,000 | 162,521,000 | · | 162,295,000 | |
| EBITDA | $275M | $273M | · | $241M | $196M | $234M | · | $181M | $166M | $155M | · | $128M | $104M | $62M | · | $121M |
Stato Patrimoniale
| Metrica | Tendenza | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.81B | $1.90B | $1.42B | $1.66B | $1.93B | $1.96B | $1.12B | $1.04B | $1.17B | $1.20B | $703M | $744M | $743M | $1.09B | $886M | $865M | |
| Receivables | $497M | $568M | $1.26B | $314M | $422M | $493M | $1.02B | $256M | $365M | $362M | · | $256M | $379M | $413M | · | $243M | |
| Prepaid Expense | $138M | $123M | $126M | $103M | $118M | $98M | $101M | $83M | $79M | $79M | · | $93M | $76M | $122M | · | $39M | |
| Current Assets | $7.95B | $8.06B | $8.00B | $7.11B | $6.99B | $6.71B | $6.31B | $5.45B | $5.37B | $5.24B | · | $4.34B | $4.36B | $4.19B | · | $3.39B | |
| PP&E (Net) | $79M | $73M | $70M | $66M | $61M | $59M | $56M | $56M | $57M | $58M | · | $58M | $57M | $50M | · | $51M | |
| PP&E (Gross) | · | · | $104M | · | · | · | $87M | $97M | $96M | $96M | · | $93M | $91M | $83M | · | $83M | |
| Accum. Depreciation | · | · | $34M | · | · | · | $31M | $41M | $39M | $38M | · | $35M | $34M | $33M | · | $31M | |
| Goodwill | $493M | $488M | $440M | $440M | $440M | $440M | $440M | $440M | $440M | $440M | · | $440M | $440M | $440M | · | $440M | |
| Intangibles | $56M | $56M | $30M | $33M | $36M | $41M | $44M | $49M | $53M | $58M | · | $68M | $73M | $78M | · | $87M | |
| Other Non-current Assets | $60M | $66M | $62M | $61M | $60M | $62M | $57M | $56M | $55M | $52M | · | $38M | $39M | $36M | · | $34M | |
| Total Assets | $9.06B | $9.13B | $8.98B | $8.10B | $8.00B | $7.77B | $7.34B | $6.45B | $6.33B | $6.19B | · | $5.23B | $5.23B | $5.02B | · | $4.18B | |
| Accounts Payable | $36M | $41M | $38M | $33M | $34M | $37M | $30M | $32M | $28M | $32M | · | $36M | $50M | $44M | · | $41M | |
| Current Liabilities | $1.46B | $1.70B | $1.64B | $945M | $1.26B | $1.46B | $1.40B | $857M | $1.07B | $1.22B | · | $768M | $1.00B | $1.01B | · | $690M | |
| Capital Leases | $137M | $90M | $84M | $79M | $75M | $67M | $66M | $63M | $44M | $45M | · | · | · | · | · | · | |
| Deferred Tax | $2M | $1M | $558.0K | $367.0K | $439.0K | $526.0K | $587.0K | $475.0K | $591.0K | $705.0K | · | $1M | $1M | $1M | · | $2M | |
| Other Non-current Liabilities | $34M | $32M | $43M | $32M | $31M | $30M | $43M | $31M | $31M | $29M | · | $29M | $24M | $25M | · | $22M | |
| Total Liabilities | $1.63B | $1.83B | $1.76B | $1.06B | $1.36B | $1.55B | $1.51B | $951M | $1.15B | $1.30B | · | $846M | $1.08B | $1.08B | · | $764M | |
| Common Stock | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | · | · | · | · | · | · | |
| Retained Earnings | $4.90B | $4.62B | $4.36B | $4.12B | $3.88B | $3.68B | $3.45B | $3.26B | $3.07B | $2.90B | · | $2.59B | $2.46B | $2.35B | · | $2.03B | |
| AOCI | $-46M | $-20M | $8M | $10M | $-2M | $9M | $-8M | $-6M | $-6M | $-31M | · | $-38M | $-34M | $-26M | · | $-46M | |
| Stockholders' Equity | $7.43B | $7.30B | $7.21B | $7.04B | $6.64B | $6.21B | $5.83B | $5.50B | $5.18B | $4.89B | $4.64B | $4.38B | $4.15B | $3.94B | $3.72B | $3.42B | |
| Liabilities + Equity | $9.06B | $9.13B | $8.98B | $8.10B | $8.00B | $7.77B | $7.34B | $6.45B | $6.33B | $6.19B | · | $5.23B | $5.23B | $5.02B | · | $4.18B | |
| Shares Outstanding | 161,834,760 | 162,942,747 | 163,778,271 | 164,342,871 | 163,877,694 | 162,975,081 | 162,583,789 | 162,158,468 | 161,830,287 | 161,624,611 | 161,260,172 | 160,965,687 | 160,622,618 | 160,200,232 | 158,244,607 | · |
Flusso di cassa
| Metrica | Tendenza | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $137M | $119M | $118M | $120M | $122M | $112M | $115M | $118M | $108M | $96M | $99M | $101M | $103M | $91M | $96M | $93M | |
| Deferred Tax | $12M | $14M | $15M | $18M | $59M | $-27M | $-21M | $-31M | $-33M | $-27M | $-25M | $-33M | $-25M | $-22M | $-43M | $-31M | |
| Amort. of Intangibles | $4M | $3M | $2M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $5M | $5M | $5M | $4M | $5M | |
| Operating Cash Flow | $239M | $1.13B | $107M | $193M | $238M | $877M | $70M | $164M | $93M | $764M | $58M | $83M | $265M | $506M | $63M | $143M | |
| Investing Cash Flow | $-64M | $-389M | $-168M | $-495M | $-389M | $-52M | $-16M | $-298M | $-114M | $-272M | $-87M | $-73M | $-619M | $-297M | $-39M | $-406M | |
| Stock Repurchased | $246M | $227M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-227M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-259M | $-263M | $-178M | $33M | $116M | $20M | $21M | $13M | $-11M | $4M | $-10M | $-7M | $3M | $-1M | $-2M | $-11M | |
| Net Change in Cash | $-84M | $475M | $-239M | $-270M | $-35M | $846M | $74M | $-121M | $-32M | $494M | $-40M | $1M | $-351M | $207M | $21M | $-275M | |
| Taxes Paid | $144M | $7M | $65M | $38M | $113M | $14M | $83M | $76M | $159M | $4M | $34M | $94M | $6M | $1M | $57M | $3M |
Redditività
| Metrica | Tendenza | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.0% | 75.0% | · | 75.4% | 75.3% | 77.1% | · | 75.1% | 74.8% | 73.3% | · | 72.8% | 71.4% | 68.3% | · | 72.1% | |
| Operating Margin | 29.6% | 30.9% | · | 29.7% | 24.8% | 30.8% | · | 25.9% | 24.6% | 23.9% | · | 20.8% | 17.6% | 11.7% | · | 22.0% | |
| Net Margin | 29.5% | 29.5% | · | 29.1% | 25.4% | 30.1% | · | 26.6% | 25.3% | 24.9% | · | 21.9% | 18.9% | 25.0% | · | 19.6% | |
| Pretax Margin | 37.7% | 39.4% | · | 38.6% | 33.6% | 39.4% | · | 34.6% | 33.3% | 31.8% | · | 27.7% | 24.2% | 17.4% | · | 24.2% | |
| EBITDA Margin | 29.6% | 30.9% | · | 29.7% | 24.8% | 30.8% | · | 25.9% | 24.6% | 23.9% | · | 20.8% | 17.6% | 11.7% | · | 22.0% | |
| ROA | 3.2% | 3.1% | · | 3.2% | 2.8% | 3.3% | · | 3.2% | 3.0% | 2.9% | · | 2.9% | 2.4% | 2.9% | · | 2.9% | |
| ROE | 3.9% | 3.9% | · | 3.8% | 3.4% | 4.1% | · | 3.8% | 3.7% | 3.7% | · | 3.5% | 3.0% | 3.8% | · | 3.5% | |
| ROIC | 2.9% | 2.8% | · | 2.6% | 2.2% | 2.9% | · | 2.5% | 2.4% | 2.5% | · | 2.3% | 2.0% | 2.2% | · | 2.9% |
Liquidità e Solvibilità
| Metrica | Tendenza | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.5 | 4.7 | · | 7.5 | 5.6 | 4.6 | · | 6.4 | 5.0 | 4.3 | · | 5.6 | 4.4 | 4.2 | · | 4.9 | |
| Quick Ratio | 1.6 | 1.4 | · | 2.1 | 1.9 | 1.7 | · | 1.5 | 1.4 | 1.3 | · | 1.3 | 1.1 | 1.5 | · | 1.6 |
Efficienza
| Metrica | Tendenza | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.0 | 1.7 | · | 2.8 | 2.0 | 1.8 | · | 2.7 | 1.8 | 1.7 | · | 2.5 | 1.7 | 1.4 | · | 2.4 |
Per Azione
| Metrica | Tendenza | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $45.92 | $44.83 | · | $42.84 | $40.51 | $38.11 | · | $33.93 | $32.04 | $30.25 | · | $27.21 | $25.85 | $24.61 | · | · | |
| Revenue / Share | $5.62 | $5.32 | · | $4.80 | $4.71 | $4.57 | · | $4.24 | $4.11 | $3.96 | · | $3.76 | $3.61 | $3.24 | · | $3.40 | |
| Cash Flow / Share | · | $6.79 | · | · | · | $5.28 | · | · | · | $4.64 | · | $0.50 | $1.62 | $3.11 | · | $0.88 | |
| Cash / Share | $11.20 | $11.64 | · | $10.10 | $11.78 | $12.06 | · | $6.44 | $7.20 | $7.41 | · | $4.62 | $4.62 | $6.83 | · | · | |
| EPS (TTM) | $6.11 | $5.64 | · | $5.13 | $4.86 | $4.71 | · | $4.05 | $3.75 | $3.39 | · | $3.47 | $3.31 | $3.19 | · | $2.45 |
Valutazione (TTM)
| Metrica | Tendenza | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.46B | $3.32B | · | $3.08B | $2.97B | $2.86B | · | $2.66B | $2.57B | $2.49B | · | $2.30B | $2.23B | $2.18B | · | $2.08B | |
| Net Income TTM | $1.01B | $942M | · | $860M | $810M | $781M | · | $666M | $615M | $556M | · | $567M | $540M | $519M | · | $396M | |
| Market Cap | $32.98B | $25.41B | · | $47.86B | $46.57B | $38.09B | · | $33.86B | $31.06B | $32.09B | · | $31.02B | $32.80B | $28.69B | · | · | |
| P/E | 33.4 | 27.7 | · | 56.8 | 58.5 | 49.6 | · | 51.6 | 51.2 | 58.6 | · | 55.5 | 61.7 | 56.1 | · | 68.5 | |
| P/S | 9.5 | 7.7 | · | 15.5 | 15.7 | 13.3 | · | 12.7 | 12.1 | 12.9 | · | 13.5 | 14.7 | 13.2 | · | · | |
| P/B | 4.4 | 3.5 | · | 6.8 | 7.0 | 6.1 | · | 6.2 | 6.0 | 6.6 | · | 7.1 | 7.9 | 7.3 | · | · | |
| P / Tangible Book | 4.8 | 3.8 | · | 7.3 | 7.6 | 6.6 | · | 6.8 | 6.6 | 7.3 | · | 8.0 | 9.0 | 8.4 | · | · | |
| P / Cash Flow | · | 22.5 | · | · | · | 43.4 | · | · | · | 42.0 | · | 375.6 | 123.8 | 56.7 | · | · | |
| Earnings Yield | 3.0% | 3.6% | · | 1.8% | 1.7% | 2.0% | · | 1.9% | 1.9% | 1.7% | · | 1.8% | 1.6% | 1.8% | · | 1.5% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Ricavi | $3.20B | $2.75B | $2.36B | $2.16B | $1.85B |
| Margine Lordo % | 75.5% | 74.5% | 71.4% | 71.7% | 72.8% |
| Margine Operativo % | 28.7% | 25.2% | 18.2% | 21.3% | 27.3% |
| Utile netto | $909M | $714M | $526M | $488M | $427M |
| EPS Diluito | $5.44 | $4.32 | $3.22 | $3.00 | $2.63 |
| Metrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 4.9 | 4.5 | 4.2 | 3.9 | 3.7 |
| Quick Ratio | 1.6 | 1.5 | 1.3 | 1.6 | 2.1 |
Dati fondamentali insufficienti per creare questo bilancio al momento.
Proprietari istituzionali (13F) 1.160 filer · $28.2B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 198 (+50 vs trimestre precedente) | 147 (-44 vs trimestre precedente) | 395 (+2 vs trimestre precedente) | 361 (-16 vs trimestre precedente) | +6.7M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $3.430.792.403 | 15.368.868 | 12,15% | Azioni |
| BlackRock, Inc. | $2.282.708.369 | 12.862.503 | 8,08% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.720.192.219 | 9.692.862 | 6,09% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.315.894.440 | 7.414.743 | 4,66% | Azioni |
| STATE STREET CORP | $1.190.275.140 | 6.706.909 | 4,21% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $883.669.272 | 4.979.210 | 3,13% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $863.074.143 | 4.913.322 | 3,06% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $797.398.594 | 4.508.933 | 2,82% | Azioni |
| Linonia Partnership LP | $782.571.357 | 4.409.598 | 2,77% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $615.468.318 | 3.498.371 | 2,18% | Azioni |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $384.259.464 | 2.165.208 | 1,36% | Azioni |
| FEDERATED HERMES, INC. | $349.976.342 | 1.972.031 | 1,24% | Azioni |
| Pictet Asset Management Holding SA | $346.363.499 | 1.951.769 | 1,23% | Azioni |
| VAN ECK ASSOCIATES CORP | $311.017.239 | 1.752.506 | 1,10% | Azioni |
| JPMORGAN CHASE & CO | $281.986.746 | 1.600.195 | 1,00% | Azioni |
| Invesco Ltd. | $277.910.035 | 1.565.955 | 0,98% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $272.856.716 | 1.553.323 | 0,97% | Azioni |
| MORGAN STANLEY | $269.744.514 | 1.519.941 | 0,96% | Azioni |
| GOLDMAN SACHS GROUP INC | $255.581.028 | 1.440.137 | 0,90% | Azioni |
| NORTHERN TRUST CORP | $250.768.660 | 1.413.020 | 0,89% | Azioni |
| NORGES BANK | $249.138.243 | 1.403.833 | 0,88% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $227.568.716 | 1.282.294 | 0,81% | Azioni |
| BANK OF AMERICA CORP /DE/ | $217.556.037 | 1.225.875 | 0,77% | Azioni |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $208.932.946 | 1.177.286 | 0,74% | Azioni |
| Swedbank AB | $192.333.467 | 1.083.752 | 0,68% | Azioni |
| Legal & General Group Plc | $191.471.319 | 1.078.894 | 0,68% | Azioni |
| UBS Group AG | $170.519.211 | 960.834 | 0,60% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $167.444.187 | 943.507 | 0,59% | Azioni |
| DEUTSCHE BANK AG\ | $153.558.935 | 865.267 | 0,54% | Azioni |
| Bank of New York Mellon Corp | $152.832.197 | 861.172 | 0,54% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $149.150.047 | 840.424 | 0,53% | Azioni |
| Robeco Institutional Asset Management B.V. | $147.431.430 | 830.740 | 0,52% | Azioni |
| NORDEA INVESTMENT MANAGEMENT AB | $147.292.655 | 847.045 | 0,52% | Azioni |
| Fundsmith LLP | $144.954.834 | 816.785 | 0,51% | Azioni |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $140.493.805 | 791.648 | 0,50% | Azioni |
| Amundi | $140.109.178 | 789.481 | 0,50% | Azioni |
| BAILLIE GIFFORD & CO | $137.879.638 | 776.918 | 0,49% | Azioni |
| BLAIR WILLIAM & CO/IL | $133.252.033 | 750.843 | 0,47% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $132.375.228 | 745.902 | 0,47% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $128.204.192 | 722.431 | 0,45% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $126.723.164 | 714.054 | 0,45% | Azioni |
| RGM Capital, LLC | $124.243.568 | 556.572 | 0,44% | Azioni |
| Nuveen, LLC | $109.438.119 | 616.657 | 0,39% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $97.570.699 | 549.787 | 0,35% | Azioni |
| ROYAL BANK OF CANADA | $88.988.000 | 501.423 | 0,32% | Azioni |
| Emergence GP Partners, LLC | $88.735.000 | 500.000 | 0,31% | Azioni |
| Nellore Capital Management LLC | $85.986.877 | 484.515 | 0,30% | Azioni |
| Allianz Asset Management GmbH | $82.611.931 | 465.498 | 0,29% | Azioni |
| FIRST TRUST ADVISORS LP | $81.431.979 | 458.849 | 0,29% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $79.940.000 | 450.440 | 0,28% | Azioni |
Insider aziendali 32 insider · 13 dirigenti · 14 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Peter P Gassner | Chief Executive Officer | 19 Giugno 2024 A | 12.187.333 | 0 | 0 | $0 |
| Brian Van Wagener | Chief Financial Officer | 01 Luglio 2026 M | 9.325 | 0 | 0 | $0 |
| Brent R Bowman | Former Chief Financial Officer | 01 Aprile 2024 M | 8.824 | 0 | 0 | $0 |
| Eleni Nitsa Zuppas | President & Chief of Staff | 01 Luglio 2026 M | 33.418 | 0 | 1 | $-1.839.720 |
| Thomas D. Schwenger | Pres. & Chief Customer Officer | 14 Settembre 2026 S | 18.449 | 0 | 8 | $-13.518.314 |
| Vipin Kondath | Chief Accounting Officer | 01 Luglio 2026 M | 2.783 | 0 | 0 | $0 |
| Jonathan Faddis | SVP, Gen. Counsel, Secretary | 01 Luglio 2026 M | 9.328 | 0 | 1 | $-214.646 |
| Kristine Diamond | Chief Accounting Officer | 01 Ottobre 2025 M | 1.142 | 0 | 0 | $0 |
| Stacey Epstein | Chief Marketing Officer | 01 Luglio 2024 M | 558 | 0 | 0 | $0 |
| Alan Mateo | EVP Global Sales | 23 Aprile 2024 S | 21.983 | 0 | 0 | $0 |
| Michele O'Connor | Chief Accounting Officer | 01 Luglio 2023 M | 8.523 | 0 | 0 | $0 |
| Frederic Lequient | SVP Global Customer Services | 27 Agosto 2022 M | 3.090 | 0 | 0 | $0 |
| Frank Defesche | SVP, Global Customer Services | 21 Marzo 2016 C | 1.256 | 0 | 0 | $0 |
| Priscilla Hung | Direttore | 09 Settembre 2026 S | 3.242 | 0 | 3 | $-427.635 |
| Timothy S Cabral | Direttore | 01 Settembre 2026 M | 1.526 | 0 | 0 | $0 |
| Gordon Ritter | Direttore | 01 Settembre 2026 M | 1.136 | 0 | 0 | $0 |
| Matthew J Wallach | Direttore | 01 Settembre 2026 M | 107.393 | 0 | 0 | $0 |
| Mary Lynne Hedley | Direttore | 01 Settembre 2026 M | 7.629 | 0 | 0 | $0 |
| Mark T Carges | Direttore | 01 Settembre 2026 M | 493 | 0 | 0 | $0 |
| Paul J Sekhri | Direttore | 01 Settembre 2026 M | 15.651 | 0 | 0 | $0 |
| Marshall Mohr | Direttore | 01 Settembre 2026 M | 6.501 | 0 | 0 | $0 |
| Nimrata Hunt | Direttore | 01 Giugno 2025 M | 4.202 | 0 | 0 | $0 |
| Paul Edward Chamberlain | Direttore | 12 Giugno 2023 S | 16.942 | 0 | 0 | $0 |
| Ronald E F Codd | Direttore | 01 Giugno 2022 M | 663 | 0 | 0 | $0 |
| Timothy C Barabe | Direttore | 22 Giugno 2021 M | 6.643 | 0 | 0 | $0 |
| Kevin Spain | Direttore | 24 Giugno 2014 C | 0 | 0 | 0 | $0 |
| Mark Armenante | Proprietario del 10% | 19 Aprile 2016 C | 0 | 0 | 0 | $0 |
| Young A Sohn | Proprietario del 10% | 15 Aprile 2016 C | 0 | 0 | 0 | $0 |
| Maja Kristin | Proprietario del 10% | 05 Maggio 2014 C | 1.329 | 0 | 0 | $0 |
| Jenna Mitchell | Proprietario del 10% | 31 Marzo 2014 C | 0 | 0 | 0 | $0 |
| James Burr Ramsey | Proprietario del 10% | 31 Marzo 2014 C | 0 | 0 | 0 | $0 |
| Craig Ramsey | Proprietario del 10% | 31 Marzo 2014 C | 0 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 115 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 |
|---|---|---|---|---|
| IHF · iShares Trust | 5,74% | 288.516 SH | 11 Settembre 2026 | Giornaliero |
| NUMG · Nushares ETF Trust | 2,80% | 48.128 NS | 31 Luglio 2026 | N-PORT |
| SMRI · EA Series Trust | 2,33% | 73.828 NS | 31 Luglio 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,79% | 55.228 SH | 02 Ottobre 2026 | Giornaliero |
| CVAR · ETF Opportunities Trust | 1,55% | 3.263 NS | 31 Luglio 2026 | N-PORT |
| HTEC · EXCHANGE TRADED CONCEPTS TRUST | 1,22% | 4.131 NS | 31 Luglio 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 1,21% | 578 NS | 31 Luglio 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 0,97% | 49.923 NS | 31 Luglio 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,87% | 650 NS | 31 Luglio 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 0,78% | 3.592 NS | 31 Luglio 2026 | N-PORT |
| ESUM · Strategy Shares | 0,71% | 6.328 NS | 31 Luglio 2026 | N-PORT |
| IYH · iShares Trust | 0,63% | 87.336 SH | 11 Settembre 2026 | Giornaliero |
| UPSD · ETF Series Solutions | 0,60% | 3.427 NS | 31 Luglio 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,58% | 531.675 NS | 31 Luglio 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,57% | 1.124.661 SH | 19 Agosto 2026 | Giornaliero |
| IMCG · iShares Trust | 0,54% | 82.868 SH | 11 Settembre 2026 | Giornaliero |
| COWG · Pacer Funds Trust | 0,54% | 58.359 NS | 31 Luglio 2026 | N-PORT |
| IXJ · iShares Trust | 0,50% | 78.720 SH | 11 Settembre 2026 | Giornaliero |
| NULC · Nushares ETF Trust | 0,45% | 1.567 NS | 31 Luglio 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,43% | 69.951 NS | 31 Luglio 2026 | N-PORT |
| IWS · iShares Trust | 0,38% | 223.096 SH | 11 Settembre 2026 | Giornaliero |
| EGUS · iShares Trust | 0,38% | 405 SH | 11 Settembre 2026 | Giornaliero |
| VHT · VANGUARD WORLD FUND | 0,38% | 441.965 SH | 19 Agosto 2026 | Giornaliero |
| CURE · Direxion Shares ETF Trust | 0,35% | 2.954 NS | 31 Luglio 2026 | N-PORT |
| SIZE · iShares Trust | 0,31% | 5.023 SH | 11 Settembre 2026 | Giornaliero |
| IWR · iShares Trust | 0,29% | 611.551 SH | 11 Settembre 2026 | Giornaliero |
| SUSA · iShares Trust | 0,28% | 43.199 SH | 11 Settembre 2026 | Giornaliero |
| IMCB · iShares Trust | 0,27% | 17.553 SH | 11 Settembre 2026 | Giornaliero |
| VO · VANGUARD INDEX FUNDS | 0,25% | 3.181.242 SH | 19 Agosto 2026 | Giornaliero |
| LRGF · iShares Trust | 0,23% | 32.172 SH | 11 Settembre 2026 | Giornaliero |
| RSP · Invesco Exchange-Traded Fund Trust | 0,22% | 748.476 SH | 02 Ottobre 2026 | Giornaliero |
| XOEF · iShares Trust | 0,22% | 188 SH | 11 Settembre 2026 | Giornaliero |
| EUSA · iShares, Inc. | 0,21% | 15.544 SH | 11 Settembre 2026 | Giornaliero |
| HDUS · Lattice Strategies Trust | 0,20% | 2.031 NS | 31 Luglio 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,19% | 3.667 NS | 31 Luglio 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 4.215 NS | 31 Luglio 2026 | N-PORT |
| PABU · iShares Trust | 0,18% | 17.080 SH | 11 Settembre 2026 | Giornaliero |
| USXF · iShares Trust | 0,15% | 8.733 SH | 11 Settembre 2026 | Giornaliero |
| ESGU · iShares Trust | 0,15% | 104.704 SH | 11 Settembre 2026 | Giornaliero |
| CATH · Global X Funds | 0,14% | 9.261 NS | 31 Luglio 2026 | N-PORT |
| ILCG · iShares Trust | 0,12% | 14.667 SH | 11 Settembre 2026 | Giornaliero |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,12% | 19.984 SH | 02 Ottobre 2026 | Giornaliero |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 172 NS | 31 Luglio 2026 | N-PORT |
| SUSL · iShares Trust | 0,11% | 5.137 SH | 11 Settembre 2026 | Giornaliero |
| RILA · Spinnaker ETF Series | 0,11% | 235 NS | 31 Luglio 2026 | N-PORT |
| DSI · iShares Trust | 0,11% | 22.345 SH | 11 Settembre 2026 | Giornaliero |
| IWD · iShares Trust | 0,11% | 332.118 SH | 11 Settembre 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,10% | 2.896 SH | 02 Ottobre 2026 | Giornaliero |
| VEGN · ETF Series Solutions | 0,10% | 883 NS | 31 Luglio 2026 | N-PORT |
| CHRI · Global X Funds | 0,09% | 36 NS | 31 Luglio 2026 | N-PORT |
| AQLT · iShares Trust | 0,09% | 1.135 SH | 11 Settembre 2026 | Giornaliero |
| VUG · VANGUARD INDEX FUNDS | 0,09% | 1.954.753 SH | 19 Agosto 2026 | Giornaliero |
| IQSU · New York Life Investments ETF Trust | 0,09% | 1.395 NS | 31 Luglio 2026 | N-PORT |
| WRND · New York Life Investments ETF Trust | 0,08% | 42 NS | 31 Luglio 2026 | N-PORT |
| EGLE · Global X Funds | 0,07% | 8 NS | 31 Luglio 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,07% | 4 NS | 31 Luglio 2026 | N-PORT |
| TOPC · iShares Trust | 0,07% | 91 SH | 11 Settembre 2026 | Giornaliero |
| USCL · iShares Trust | 0,07% | 7.723 SH | 11 Settembre 2026 | Giornaliero |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 90.078 SH | 19 Agosto 2026 | Giornaliero |
| CRBN · iShares Trust | 0,07% | 3.129 SH | 11 Settembre 2026 | Giornaliero |
| IVW · iShares Trust | 0,07% | 198.534 SH | 11 Settembre 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,07% | 7.596 NS | 31 Luglio 2026 | N-PORT |
| XVV · iShares Trust | 0,07% | 1.721 SH | 11 Settembre 2026 | Giornaliero |
| IUSG · iShares Trust | 0,07% | 82.937 SH | 11 Settembre 2026 | Giornaliero |
| GLOF · iShares Trust | 0,07% | 505 SH | 11 Settembre 2026 | Giornaliero |
| PBP · Invesco Exchange-Traded Fund Trust | 0,06% | 892 SH | 02 Ottobre 2026 | Giornaliero |
| QLC · FlexShares Trust | 0,06% | 3.136 NS | 31 Luglio 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,06% | 25.355 SH | 02 Ottobre 2026 | Giornaliero |
| IVV · iShares Trust | 0,06% | 1.892.643 SH | 11 Settembre 2026 | Giornaliero |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 2.045 SH | 02 Ottobre 2026 | Giornaliero |
| ILCB · iShares Trust | 0,06% | 2.917 SH | 11 Settembre 2026 | Giornaliero |
| DFUV · Dimensional ETF Trust | 0,06% | 42.767 NS | 31 Luglio 2026 | N-PORT |
| IWB · iShares Trust | 0,06% | 103.992 SH | 11 Settembre 2026 | Giornaliero |
| IYY · iShares Trust | 0,06% | 6.387 SH | 11 Settembre 2026 | Giornaliero |
| XTR · Global X Funds | 0,06% | 13 NS | 31 Luglio 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0,05% | 119 SH | 02 Ottobre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,05% | 197.083 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,05% | 40.826 SH | 11 Settembre 2026 | Giornaliero |
| XCLR · Global X Funds | 0,05% | 9 NS | 31 Luglio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 120.217 NS | 31 Luglio 2026 | N-PORT |
| IVE · iShares Trust | 0,05% | 95.367 SH | 11 Settembre 2026 | Giornaliero |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,05% | 69.230 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,05% | 33.754 SH | 19 Agosto 2026 | Giornaliero |
| TOV · EA Series Trust | 0,05% | 631 NS | 31 Luglio 2026 | N-PORT |
| XYLD · Global X Funds | 0,05% | 7.913 NS | 31 Luglio 2026 | N-PORT |
| XRMI · Global X Funds | 0,05% | 122 NS | 31 Luglio 2026 | N-PORT |
| XYLG · Global X Funds | 0,05% | 152 NS | 31 Luglio 2026 | N-PORT |
| IUSV · iShares Trust | 0,05% | 50.157 SH | 11 Settembre 2026 | Giornaliero |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 20.670 NS | 31 Luglio 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,05% | 2.533 NS | 31 Luglio 2026 | N-PORT |
| TOK · iShares Trust | 0,05% | 421 SH | 11 Settembre 2026 | Giornaliero |
| BKLC · BNY Mellon ETF Trust | 0,05% | 12.319 NS | 31 Luglio 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0,04% | 567 NS | 31 Luglio 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,04% | 6.892 NS | 31 Luglio 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,04% | 3.588 NS | 31 Luglio 2026 | N-PORT |
| URTH · iShares, Inc. | 0,04% | 13.130 SH | 11 Settembre 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,04% | 41.118 NS | 31 Luglio 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0,04% | 3.899.674 SH | 19 Agosto 2026 | Giornaliero |
| VV · VANGUARD INDEX FUNDS | 0,04% | 171.439 SH | 19 Agosto 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 4.661.718 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 24.553 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 12.556 SH | 19 Agosto 2026 | Giornaliero |
| HCMT · Direxion Shares ETF Trust | 0,04% | 1.044 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,04% | 23.030 NS | 31 Luglio 2026 | N-PORT |
| ACWI · iShares Trust | 0,04% | 46.905 SH | 11 Settembre 2026 | Giornaliero |
| SPXL · Direxion Shares ETF Trust | 0,04% | 11.740 NS | 31 Luglio 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,03% | 9 NS | 31 Luglio 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 10.959 SH | 02 Ottobre 2026 | Giornaliero |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,03% | 13.130 SH | 19 Agosto 2026 | Giornaliero |
| ACVF · ETF Opportunities Trust | 0,03% | 220 NS | 31 Luglio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 4.667 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,03% | 2.844 NS | 31 Luglio 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,02% | 8.283 NS | 31 Luglio 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 127.457 SH | 19 Agosto 2026 | Giornaliero |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,02% | 6.553 SH | 02 Ottobre 2026 | Giornaliero |
VEEV Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
27 analisti · 2026-10-03Target medio $297.30 +8,8%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
| DOCS | $4.27B | 23.8 | 13.1% | 30.4% | 19.2% | 89.1% |
| WAY | $6.27B | 53.7 | 16.5% | 10.2% | 3.2% | · |
| HTFL | $2.49B | -9.2 | 39.9% | -66.3% | 39.3% | 76.8% |
| SDGR | · | -12.7 | 23.3% | -40.4% | -29.2% | 55.7% |
| CERT | $1.40B | -881.0 | 8.8% | -0.38% | -0.15% | · |
| GDRX | · | 30.1 | 0.57% | 3.8% | 4.8% | · |
| TDOC | $1.25B | -6.1 | -1.5% | -7.9% | -14.3% | · |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | · |
| PHR | · | 335.8 | 14.5% | 0.48% | 0.73% | · |
Ultime notizie Notizie recenti che menzionano questa società
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