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

03
Prezzo $46.00
Ricavi $2.32B
D/E Debito/Patrimonio (MRQ) 0.1
Intervallo 52 sett. $30–$48

VLGEA Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 3
Data ex-dividendo Split Tipo
23 Gennaio 2009 2-for-1 Avanti
27 Aprile 2007 2-for-1 Avanti
23 Marzo 1987 4-for-1 Avanti

Informazioni su Village Super Market, Inc. - Class A Common Stock Panoramica della società da Wikipedia

05 · wikidata

ShopRite is an American retailers' cooperative of supermarkets with stores in six Northeastern and Mid-Atlantic states: Connecticut, Delaware, Maryland, New Jersey, New York and Pennsylvania.

Based in Keasbey, New Jersey, ShopRite consists of 50 individually owned and operated affiliates with over 300 stores, all under its corporate and distribution arm, Wakefern Food Corporation. Wakefern itself owns and operates 28 of the locations through subsidiary ShopRite Supermarkets. Several Wakefern members own and operate single ShopRite stores, while most own multiple locations. The average Wakefern member operates six stores.

The Saker family owns and operates the most ShopRite stores in the cooperative (40) throughout Monmouth, Ocean, and Mercer counties in New Jersey.

ShopRite has been the largest food retailer in New Jersey for close to 70 years and is also number one in the entire New York metropolitan area. Since 2011, ShopRite is also the largest retailer of food in the Philadelphia metropolitan area, pushing long-dominant Acme Markets to second place and, in 2013, to third place. As of 2011, Wakefern was ranked 17th by sales among all supermarket operators in the United States. In a 2022 survey by Newsweek, ShopRite was named the "Most Trusted Grocery Retailer" in the Northeast.

History

Early beginnings

ShopRite originated in 1946, when a Del Monte Foods sales representative talked to independent grocers in Newark, New Jersey. The grocers were having problems getting reasonable prices for wholesale goods. The Del Monte representative suggested the grocers try cooperative buying. Seven of the grocers agreed, paying $1,000 each to launch Wakefern Food Corp., which was incorporated on December 5, 1946. In 1951, the company had reincorporated in New Jersey using the trademark name ShopRite in an effort to consolidate the marketing of involved stores under one name.

In 1958, ShopRite cut prices by 10% as an alternative to giving away trading stamps, which other supermarkets in New Jersey were doing. The move was successful, drawing customers and helping create more ShopRite stores. By 1961, ShopRite had 70 members, totaling $100 million in annual sales.

The breakaway of Supermarkets General

One large member, Supermarkets General, pulled out of Wakefern in the late 1960s, halving the number of stores. The Supermarkets General stores became Pathmark in 1968. The surviving Wakefern members increased their efforts, adopting the management tenet of "one member, one vote," and actively expanded. By the late 1970s, the volume lost from Supermarkets General's departure was restored.

For many years, ShopRite and Pathmark were extremely competitive on price in the New York Metro area, and each one had its loyal customer base. A highly leveraged management buy-out in the late 1980s left Pathmark saddled with too much debt, and the supermarket chain had no cash to fix up its stores, or invest in lower prices. At the same time, ShopRite stores were being replaced and rebuilt, stealing market share away from Pathmark. On November 23, 2000, Big V Supermarkets, which operated 39 ShopRite stores in New Jersey and New York, filed for Chapter 11 bankruptcy and announced that several ShopRite stores would close.

The Pathmark chain was sold to A&P in 2007. A&P ran Pathmark as a division, but was unsuccessful in turning around the banner's fortunes. A&P filed for bankruptcy and sold or liquidated its stores in 2015, including approximately 150 Pathmark stores. Wakefern and its cooperative members acquired nine Pathmark locations along with several other former A&P banners with the intention of opening ShopRite, Price Rite and The Fresh Grocer locations.

The "Can-Can Sale"

In 1971, ShopRite introduced their Can-Can Sale, where canned goods (and eventually other products) were placed on steep discounts, and is held in January. Until the early 1990s, the sale was held in the second and third weeks of January but expanded to the entire month. Animated commercials for this promotion feature a chorus line of cancan dancers and a French artiste, though the style changed on several occasions over the years. In 2002, ShopRite expanded that sale to twice a year when they introduced the Summer Can-Can Sale, held in July.

In 2018, the Summer Can-Can Sale was discontinued, replaced with the "Can It Get Any Hotter?" sale, which itself was discontinued in 2023.

Price Plus Club and beyond

In 1989, ShopRite introduced the Price Plus Club Card, which eventually merged with the Check Cashing Card (for those that use it for that purpose as well); it is free of charge to acquire. Having a Price Plus Card enables shoppers to receive special weekly discounts, listed in circulars mailed with local newspapers. Most sales are chain-wide regardless of owner but sometimes in a particular region, valid for all area ShopRites, however some stores choose to put special items on sale based on stock. The Price Plus Card also tracks purchases and use of rewards.

In 1996, ShopRite launched its own line (with Dietz & Watson) of deli meats, cheeses and complements with its private label, Black Bear of the Black Forest, to compete against the expansion of Boar's Head in competitor's supermarkets. In 2011, over 15 million pounds of Black Bear slicing meats and cheeses were sold at ShopRite.

Since 1999, ShopRite has offered an online grocery shopping service at select stores, under the service name Order. Pickup. Deliver. (formerly ShopRite from Home until April 2022.) For an additional fee, customers can place an order for pickup or delivery through the ShopRite website or mobile app, ShopRite employees then fulfill a customer's shopping order at a local ShopRite with options for curbside pickup.

Store design

As a result of the cooperative system, there is no set format for building architecture, store layout, or color scheme of storefronts. Most stores are the product of the era in which they were opened, and the owner's style. For example, the former ShopRite in West Caldwell, New Jersey, owned by Sunrise ShopRite, had a Japanese motif inside and outside of the store (including rickshaws, an exit sign reading "Sayonara" and two Japanese-style phone booths). The RoNetco family of stores (Netcong, Byram, Newton, Franklin, Sparta, Flanders, Mansfield, Sussex, and Succasunna, New Jersey) have different looks on the outside (including the shopping carts and cart corrals), although the stores themselves have a similar layout. ShopRite stores that were previously other stores usually contain elements of the previous occupants. As large corporations buy up stores, recent years have brought a homogenization in building design and store layout.

Current system

As of 2024, ShopRite's base stretches northeast from the Washington metropolitan area in Maryland to the Hartford area in Connecticut, extending as far north as Hudson, New York. While New Jersey is home to the most ShopRite stores, the chain also has a strong presence in the New York City suburbs, and in Pennsylvania (mostly in the Philadelphia area). In 2010, ShopRite expanded its presence in Connecticut through the purchase of 11 former Shaw's stores.

In 2011–2013, ShopRite returned to the New York Capital District after exiting the market 23 years earlier. The SRS operating division opened stores in Niskayuna, Albany, Slingerlands, Colonie and North Greenbush. The Albany store opened on April 26, 2012; the Slingerlands store opened on September 30, 2012; and the Colonie store opened on April 7, 2013. The most recent addition was the North Greenbush location, which opened in December 2017. ShopRite currently has gas stations at the Albany and Colonie locations. Plans for additional future store locations had not been announced in late 2010. In 2013, ShopRite was the only unionized supermarket in the area. In October 2023, ShopRite announced that it would be closing all five of its Capital Region, NY stores due to "underperforming sales", marking this the second time they exited the market. All five stores in the region closed on November 18, 2023.

On July 20, 2015, competitor A&P filed for chapter 11 bankruptcy and announced plans to close or sell off all of its stores. ShopRite acquired 13 supermarkets in A&P's bankruptcy auction, including some that had been ShopRite locations before Supermarkets General (later acquired by A&P) broke off from the cooperative.

On January 26, 2021, ShopRite announced that it would close 62 pharmacies in its stores.

Other chains and concepts

Price Rite

Wakefern also manages its wholly owned subsidiary, Price Rite, which is a limited-assortment chain of stores found only in Connecticut, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, New Hampshire, Virginia, and Rhode Island. As of April 2018, there are currently 66 Price Rite stores; 63 of those are owned outright by Wakefern.

Price Rite in New Jersey

The Price Rite stores in New Jersey are operated individually by Wakefern's cooperative members; in 2014, Wakefern announced that the Price Rite banner would be made available to all of those members, so they can open and operate their own outlets. The North Jersey locations, in Garfield and Paterson, are operated by Inserra Supermarkets, while the South Jersey location (in Camden) was operated by the Ravitz Family, but closed in 2021.

Price Rite Warehouse Clubs (defunct)

The Price Rite name was first used in the early 1990s on Wakefern's failed warehouse club concept stores.

ShopRite Garden Center (defunct)

For many years, Foodarama operated a very small ShopRite Garden Center on Route 130 in East Windsor, New Jersey. In 2004, with the construction of a massive Home Depot directly adjacent to the small store, a decision was made to close the store and Foodarama moved its garden center operations into a 55,000-square-foot (5,100 m2) former Frank's Nursery & Crafts store. The store had operated as a Franks location for four years before the company was liquidated, and the large building combined 23,000 sq ft (2,100 m2) of interior selling space with 32,000 sq ft (3,000 m2) of covered outside selling area, for a total of 55,000 sq ft (5,100 m2). The ShopRite Garden Center closed in 2008.

ShopRite Wines & Spirits

ShopRiteDelivers.com

In December 2013, Wakefern launched the ShopRiteDelivers.com website to expand their digital footprint outside of their traditional markets in the Northeast. The website, focused on electronics, bulk-order baby-care, specialty foods, and health and beauty, has been well received, and has shipped orders to customers in all 50 states.

In April 2021, the concept of ShopRiteDelivers was discontinued, with the site now only selling ShopRite and The Fresh Grocer gift cards.

The Fresh Grocer

Wakefern acquired the trademarks of this supermarket chain, which operates primarily in the Philadelphia area when its former owner, Pat Burns, joined the cooperative as its 50th member in August 2013. At the time, the chain had eight stores: five in Philadelphia, one in suburban Upper Darby, one in Wilmington, Delaware, and one in New Brunswick, New Jersey. The Upper Darby store became a ShopRite, and the New Brunswick and Southwest Philadelphia stores have since closed. The Fresh Grocer stores are smaller than modern ShopRite stores and place a greater emphasis on fresh and organic foods, upscale specialty items and extensive prepared-foods offerings than regular ShopRite stores, giving Wakefern and its members a format that can work in smaller urban locations. Wakefern executives were also quoted in the press as saying that as several The Fresh Grocer stores are located near college campuses, the chain would give Wakefern "new insight into the next generation of consumers" and enable it to reach new customers.

Naming rights

ShopRite is the title sponsor for the ShopRite LPGA Classic.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreRetail industriaRetail dipendenti2.160 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$2.32B
2016-07-30 → 2025-07-26
Flusso di cassa libero·
2016-07-30 → 2024-07-27
Margine netto2.3%
2016-07-30 → 2024-07-27
Valutazione e Rapporti 07–12

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

Nessun dato per questo gruppo di rapporti al momento

Dati fondamentali insufficienti per calcolare questo gruppo di rapporti.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

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

13
Pagamento annualizzato≈$1.00Pagato trimestralmente
CAGR Dividendi 5Y≈0.00%Per azione, rettificato per lo split
Striscia di crescita≈1Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Lug 2, 2026$0,25USD≈2.4%
Apr 2, 2026$0,25USD≈2.3%
Dic 31, 2025$0,25USD≈2.8%
Ott 2, 2025$0,25USD≈2.7%
Lug 3, 2025$0,25USD≈2.6%
Apr 3, 2025$0,25USD≈2.7%
Gen 2, 2025$0,25USD≈3.2%
Ott 3, 2024$0,25USD≈3.3%
Lug 3, 2024$0,25USD≈3.8%
Apr 3, 2024$0,25USD≈3.6%
Gen 3, 2024$0,25USD≈3.8%
Ott 4, 2023$0,25USD≈4.1%
Lug 5, 2023$0,25USD≈4.5%
Apr 5, 2023$0,25USD≈4.5%
Gen 4, 2023$0,25USD≈4.3%
Ott 5, 2022$0,25USD≈5.1%
Lug 6, 2022$0,25USD≈4.4%
Apr 6, 2022$0,25USD≈4.1%
Gen 5, 2022$0,25USD≈4.3%
Ott 6, 2021$0,25USD≈4.6%

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

14
Prossimo report Ott 13, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
31 Marzo 2025 $0.86 — —
31 Dicembre 2024 $1.14 — —
30 Settembre 2024 $0.64 — —

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

15
Conto Economico 11
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $2.32B$2.24B$2.17B$2.06B$2.03B$1.80B$1.64B$1.62B$1.60B$1.63B$1.58B$1.52B
Cost of Revenue $1.66B$1.59B$1.55B$1.48B$1.47B$1.30B$1.19B$1.17B$1.17B$1.19B$1.15B$1.11B
Gross Profit $663M$642M$616M$580M$565M$506M$457M$443M$437M$445M$433M$408M
SG&A Expense $555M$544M$517M$508M$499M$445M$395M$385M$371M$377M$366M$356M
Operating Income $72M$62M$66M$39M$29M$30M$35M$33M$41M$44M$44M$30M
Interest Expense $4M$4M$4M$4M$4M$3M$4M$4M$4M$4M$5M$4M
Interest Income $14M$15M$11M$4M$4M$4M$5M$4M$3M$3M$2M$3M
Pretax Income $82M$73M$73M$39M$29M$32M$36M$33M$39M$42M$41M$29M
Income Tax $25M$22M$23M$12M$9M$7M$10M$8M$16M$17M$11M$24M
Net Income $56M$50M$50M$27M$20M$25M$26M$25M$23M$25M$31M$5M
EBITDA ·$98M$101M$74M$65M$62M·$58M$65M$68M$67M$8M
Stato Patrimoniale 21
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $111M$117M$141M$135M$116M$112M$101M$96M$87M$88M$59M$77M
Inventory $51M$47M$45M$44M$43M$42M$39M$39M$42M$42M$46M$45M
Other Current Assets $19M$17M$17M$17M$20M$19M$17M$19M$16M$16M$14M$16M
Current Assets $205M$200M$247M$238M$196M$197M$169M$191M$181M$160M$136M$163M
PP&E (Net) $323M$303M$277M$265M$256M$270M$225M$215M$204M$201M$207M$207M
PP&E (Gross) ·····$631M$565M$529M$494M$467M$450M$435M
Accum. Depreciation $487M$469M$445M$412M$379M$350M······
Goodwill $24M$24M$24M$24M$24M$24M$13M$12M$12M$12M$12M$12M
Total Assets $1.00B$982M$968M$924M$889M$916M$502M$482M$455M$450M$432M$457M
Accounts Payable $33M$28M$31M$24M$25M$30M$24M$19M$17M$17M$19M$18M
Current Liabilities $181M$174M$179M$158M$152M$163M$112M$102M$96M$99M$94M$146M
Capital Leases $241M$256M$267M$284M$278M$298M$41M$42M$43M$43M$44M$44M
Deferred Tax ·····$17M$5M$6M$7M$1M$0·
Total Liabilities $512M···········
Long-term Debt $58M$72M$82M$74M$74M$81M$6M$48M$43M$44M$44M$45M
Total Debt ·$9M$9M$7M$7M$81M······
Retained Earnings $424M$381M$343M$307M$293M$286M$271M$258M$244M$234M$222M$204M
AOCI $4M$7M$8M$6M$-9M$-9M$-8M$-8M$-7M$-13M$-17M$-12M
Stockholders' Equity $492M$448M$410M$372M$341M$332M$319M$303M$287M$272M$253M$233M
Liabilities + Equity $1.00B$982M$968M$924M$889M$916M$502M$482M$455M$450M$432M$457M
Shares Outstanding ·4,204,0004,204,0004,294,000········
Flusso di cassa 14
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A $37M$35M$36M$35M$36M$32M$27M$25M$24M$24M$23M$22M
Stock-based Comp $3M$4M$3M$2M$3M$3M$3M$4M$3M$3M$3M$3M
Deferred Tax $4M$-170.0K$-2M$-5M$-3M$11M$-2M$-1M$2M$-70.0K$15M$-8M
Other Non-cash ·$-9M$18M$21M$-3M$13M·$6M$-7M$12M$-54M$65M
Operating Cash Flow $93M$81M$105M$80M$53M$84M$56M$59M$46M$64M$17M$52M
CapEx $59M$63M$46M$43M$25M$54M$28M$35M$28M$20M$24M$50M
Investing Cash Flow $-76M$-78M$-88M$-46M$-26M$-130M$-36M$-43M$-30M$-20M$-24M$-68M
Stock Repurchased $0$2M$4M$649.0K$0$4M$1M$632.0K$4M$978.0K$0$3M
Net Stock Activity ·$-2M$-4M$-649.0K$0$-4M·$-632.0K$-4M$-978.0K$0·
Dividends Paid $13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$12M
Financing Cash Flow $-24M$-26M$-10M$-15M$-22M$56M$-14M$-8M$-17M$-14M$-11M$-16M
Net Change in Cash $-7M$-24M$6M$19M$5M$11M$5M$9M$-944.0K$29M$-18M$-32M
Free Cash Flow ·$18M$58M$36M$27M$29M·$23M$18M$44M$-6M$2M
Levered FCF ·$15M$55M$34M$25M$27M·$20M$16M$41M$-9M$1M
Redditività 8
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin ·28.7%28.4%28.1%27.8%28.1%·27.2%27.2%27.2%27.4%26.9%
Operating Margin ·2.8%3.0%1.9%1.4%1.7%·2.1%2.5%2.7%2.8%2.0%
Net Margin ·2.3%2.3%1.3%0.98%1.4%·1.6%1.4%1.5%1.9%0.33%
Pretax Margin ·3.2%3.4%1.9%1.4%1.8%·2.0%2.4%2.6%2.6%1.9%
EBITDA Margin ·4.4%4.7%3.6%3.2%3.4%·3.6%4.1%4.2%4.2%0.50%
ROA ·5.2%5.2%3.0%2.2%3.5%·5.3%5.1%5.7%6.9%1.1%
ROE ·11.4%12.3%7.3%5.9%7.6%·8.3%8.2%9.6%12.6%2.1%
ROIC ·9.4%10.7%7.0%5.8%5.8%·8.4%8.3%9.7%12.7%2.2%
Liquidità e Solvibilità 5
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio ·1.11.41.51.31.2·1.91.91.61.41.1
Quick Ratio ·0.70.80.90.80.7·0.90.90.90.60.5
Debt / Equity ·0.00.00.00.00.2······
LT Debt / Equity ·····0.2······
Interest Coverage ·15.015.510.07.411.6·7.59.19.99.68.3
Efficienza 2
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover ·2.32.32.32.32.5·3.43.53.73.63.4
Inventory Turnover ·34.935.034.134.632.2·28.927.927.125.425.8
Tassi di Crescita 7
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 3.8%3.2%5.1%1.5%12.5%·······
Revenue CAGR 3Y 4.0%3.3%6.3%·········
Revenue CAGR 5Y 5.2%···········
Net Income YoY 11.7%1.5%85.3%34.2%-19.8%·······
Net Income CAGR 3Y 28.1%36.1%25.9%·········
Net Income CAGR 5Y 17.7%···········
Dividends Paid CAGR 5Y 0.52%···········
Valutazione (TTM) 4
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $2.32B$2.24B$2.17B$2.06B$2.03B$1.80B$1.64B$1.62B$1.60B$1.63B$1.58B$1.52B
Net Income TTM $56M$50M$50M$27M$20M$25M$26M$25M$23M$25M$31M$5M
Payout Ratio ·26.4%26.5%48.6%65.3%52.0%·51.3%55.8%50.4%41.1%246.4%
Annual Payout $13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$12M

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16
Metrica 2025-07-262024-07-272023-07-292022-07-302021-07-31
Ricavi $2.32B $2.24B $2.17B $2.06B $2.03B
Margine Lordo % · 28.7% 28.4% 28.1% 27.8%
Margine Operativo % · 2.8% 3.0% 1.9% 1.4%
Utile netto $56M $50M $50M $27M $20M

Proprietari istituzionali (13F) 159 filer · $322.7M totale · Aggiornato al 30 Giugno 2026

17

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.

Detentori 159
Valore detenuto $322.7M
Nuove posizioni 17
Posizioni chiuse 9
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
17 (-11 vs trimestre precedente) 9 (0 vs trimestre precedente) 60 (+9 vs trimestre precedente) 39 (+2 vs trimestre precedente) +191K

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
BlackRock, Inc. $32.910.312 780.235 10,20% Azioni
DIMENSIONAL FUND ADVISORS LP $31.333.706 742.855 9,71% Azioni
VANGUARD GROUP INC $21.901.435 618.772 6,79% Azioni
AMERICAN CENTURY COMPANIES INC $21.684.570 514.096 6,72% Azioni
RENAISSANCE TECHNOLOGIES LLC $18.575.397 440.384 5,76% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $17.024.270 403.610 5,28% Azioni
MONEY CONCEPTS CAPITAL CORP $16.857.368 399.653 5,22% Azioni
SYSTEMATIC FINANCIAL MANAGEMENT LP $16.724.814 396.509 5,18% Azioni
GEODE CAPITAL MANAGEMENT, LLC $10.551.667 250.092 3,27% Azioni
STATE STREET CORP $9.235.227 218.948 2,86% Azioni
GAMCO INVESTORS, INC. ET AL $7.908.750 187.500 2,45% Azioni
Bulldog Investors, LLP $7.192.323 170.515 2,23% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $7.064.391 167.482 2,19% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6.601.465 156.507 2,05% Azioni
ROYCE & ASSOCIATES LP $6.075.396 144.035 1,88% Azioni
Allspring Global Investments Holdings, LLC $4.864.403 114.054 1,51% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4.673.671 110.803 1,45% Azioni
Bank of New York Mellon Corp $4.372.662 103.667 1,36% Azioni
MORGAN STANLEY $3.856.952 91.440 1,20% Azioni
Empowered Funds, LLC $3.807.040 90.257 1,18% Azioni
NORTHERN TRUST CORP $3.600.526 85.361 1,12% Azioni
AQR CAPITAL MANAGEMENT LLC $3.166.874 75.080 0,98% Azioni
GOLDMAN SACHS GROUP INC $3.014.267 71.462 0,93% Azioni
Creative Planning $2.908.184 68.947 0,90% Azioni
VANGUARD FIDUCIARY TRUST CO $2.595.504 61.534 0,80% Azioni
GABELLI FUNDS LLC $2.461.414 58.355 0,76% Azioni
AEGIS FINANCIAL CORP $2.350.818 55.733 0,73% Azioni
Man Group plc $2.263.379 53.660 0,70% Azioni
TWO SIGMA INVESTMENTS, LP $2.246.254 53.254 0,70% Azioni
JPMORGAN CHASE & CO $2.184.662 51.757 0,68% Azioni
LAZARD ASSET MANAGEMENT LLC $2.178.049 51.637 0,67% Azioni
North Star Investment Management Corp. $2.109.000 50.000 0,65% Azioni
FMR LLC $2.030.230 48.133 0,63% Azioni
PRUDENTIAL FINANCIAL INC $1.820.953 43.171 0,56% Azioni
UBS Group AG $1.665.435 39.484 0,52% Azioni
Orion Porfolio Solutions, LLC $1.338.392 31.730 0,41% Azioni
Orion Portfolio Solutions, LLC $1.316.532 34.636 0,41% Azioni
FIRST TRUST ADVISORS LP $1.310.490 31.069 0,41% Azioni
FRANKLIN RESOURCES INC $1.282.778 30.412 0,40% Azioni
Uncommon Cents Investing LLC $1.277.421 30.285 0,40% Azioni
Value Investment Professionals, LLC $1.132.349 26.846 0,35% Azioni
Connor, Clark & Lunn Investment Management Ltd. $1.121.608 26.591 0,35% Azioni
MARTINGALE ASSET MANAGEMENT L P $1.021.980 24.229 0,32% Azioni
Brandywine Global Investment Management, LLC $1.012.545 28.607 0,31% Azioni
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $953.521 22.606 0,30% Azioni
BNP PARIBAS FINANCIAL MARKETS $896.156 21.246 0,28% Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC $877.639 20.807 0,27% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $758.439 17.981 0,24% Azioni
Nuveen, LLC $751.015 17.805 0,23% Azioni
Fort Point Capital Partners LLC $750.489 17.782 0,23% Azioni

Mostra tutti i 159 proprietari istituzionali →

Attivisti e proprietari del 5%+ 16 partecipazioni

18

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
Persona segnalante non divulgata 25 Gennaio 2017 · Deposito iniziale · SEC
Persona segnalante non divulgata 11 Gennaio 2016 · Deposito iniziale · SEC
Persona segnalante non divulgata 04 Maggio 2015 · Deposito iniziale · SEC
Persona segnalante non divulgata 26 Novembre 2014 · Deposito iniziale · SEC
Persona segnalante non divulgata 10 Aprile 2014 · Deposito iniziale · SEC
Persona segnalante non divulgata 16 Ottobre 2013 · Deposito iniziale · SEC
Persona segnalante non divulgata 28 Giugno 2013 · Deposito iniziale Investimento passivo SEC
THE SUMAS FAMILY GROUP, including the Estate of Perry Sumas, James Sumas, Robert Sumas, William Sumas, John P. Sumas, Nicholas Sumas and John J. Sumas, Estate of Perry Sumas, James Sumas, Robert Sumas, William Sumas, John P. Sumas, Nicholas Sumas, John J. Sumas 12 Febbraio 2013 · Deposito iniziale · SEC
Persona segnalante non divulgata 06 Dicembre 2012 · Deposito iniziale Investimento passivo SEC
Steven Crystal 08 Ottobre 2010 · Deposito iniziale · SEC
Gabelli Funds, LLC & #160; I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli 24 Marzo 2009 · Deposito iniziale · SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli 02 Febbraio 2009 · Deposito iniziale Investimento passivo SEC
I. Wistar Morris, III 30 Ottobre 2006 · Deposito iniziale · SEC
THE SUMAS FAMILY GROUP, including Perry Sumas, James Sumas, Robert Sumas, William Sumas and John Sumas, Perry Sumas, James Sumas, Robert Sumas, William Sumas, John Sumas 21 Gennaio 2004 · Deposito iniziale · SEC
Persona segnalante non divulgata, Persona segnalante non divulgata 13 Novembre 2003 · 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.

Insider aziendali 19 insider · 8 dirigenti · 11 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
John James Sumas CEO 08 Aprile 2026 S 36.050 0 1 $-548.218
John L Van Orden CFO & Treasurer 10 Aprile 2026 S 32.023 0 1 $-351.040
Nicholas James Sumas President / Chairman 27 Marzo 2026 A 46.229 0 0 $0
John Sumas EVP & Secretary 14 Aprile 2026 S 102.938 0 1 $-524.634
Luigi Perri VP of Finance & CAO 09 Aprile 2026 S 15.839 0 1 $-167.504
Robert Sumas Senior Advisor 27 Marzo 2026 A 74.732 0 0 $0
William Sumas EVP / Chairman of the Board 17 Aprile 2023 S 136.324 0 0 $0
Carol Lawton VP, Assistant Secretary 08 Aprile 2005 A 3.250 0 0 $0
Perry J. Blatt Direttore 27 Marzo 2026 A 51.465 0 0 $0
Prasad Pola Direttore 27 Marzo 2026 A 14.572 0 0 $0
Stephen Rooney Direttore 27 Marzo 2026 A 39.372 0 0 $0
Steven Crystal Direttore 27 Marzo 2026 A 101.713 0 0 $0
Kevin Begley Direttore 27 Marzo 2026 A 46.533 0 0 $0
Peter Lavoy Direttore 25 Giugno 2020 S 38.828 0 0 $0
James Sumas · 08 Ottobre 2018 F 104.732 0 0 $0
David Judge · 02 Luglio 2018 S 7.200 0 0 $0
Estate of Perry Sumas · 24 Gennaio 2017 S 267.639 0 0 $0
Perry Sumas · 06 Febbraio 2009 G 219.824 0 0 $0
John J Mcdermott · 08 Aprile 2008 F 9.800 0 0 $0

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

Proprietà ETF Posseduti da 24 ETF

20

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
ROSC · Lattice Strategies Trust 0,33% 4.664 NS 31 Luglio 2026 N-PORT
IWC · iShares Trust 0,10% 32.097 SH 11 Settembre 2026 Giornaliero
EBIT · Harbor ETF Trust 0,07% 200 NS 31 Luglio 2026 N-PORT
VDC · VANGUARD WORLD FUND 0,05% 104.179 SH 19 Agosto 2026 Giornaliero
DFSV · Dimensional ETF Trust 0,03% 58.769 NS 31 Luglio 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,03% 8.173 SH 19 Agosto 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,02% 77.577 NS 31 Luglio 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1.162 SH 01 Ottobre 2026 Giornaliero
IWM · iShares Trust 0,01% 242.169 SH 11 Settembre 2026 Giornaliero
RSSL · Global X Funds 0,01% 4.488 NS 31 Luglio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 6.603 SH 02 Ottobre 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,01% 35.012 NS 31 Luglio 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 54.360 SH 19 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,00% 24.008 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 804 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 2.163 NS 31 Luglio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 2.719 NS 31 Luglio 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 1.900 NS 31 Luglio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 12 NS 31 Luglio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 106.055 SH 19 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 287.773 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 770 SH 19 Agosto 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,00% 4 NS 31 Luglio 2026 N-PORT
IWN · iShares Trust · 87.131 SH 11 Settembre 2026 Giornaliero

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

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
VLGEA · · 3.8% · · ·
WMK $1.61B 17.8 3.5% 1.9% 7.0% 25.0%
IMKTA · · -5.4% · · ·
YSWY · · · · · ·
GO $998M -4.4 7.3% -4.8% -20.7% 30.3%
NGVC $918M 20.0 7.2% 3.5% 22.9% 29.9%
REBN $12M -0.9 36.5% -112.9% -667.0% ·
MSS · 14.3 114.0% · · ·

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

25

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

Fonte: SEC 10-Q depositato Giu 3, 2026