WLFC Willis Lease Finance Corporation - Common Stock
$54,84
Prezzo · Ago 20, 2026
Fondamentali al Ago 4, 2026
Intervallo 52 sett.
$54–$245
1% of range
Rating Analisti
HOLD
6 analysts
Prezzo Obiettivo
$75
+37% upside
P/E (TTM)
3.6
ROE
17.8%
Margine di Profitto Netto
15.6%
WLFC Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$54.84
Capitalizzazione di Mercato
$418M
P/E (TTM)
3.6
EPS (TTM)
$15.39
Ricavi (TTM)
$730M
Rendimento div.
2.1%
ROE
17.8%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$54 – $245
WLFC Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$730M
2016-12-31
→
2025-12-31
EPS
$15.39
2016-12-31
→
2025-12-31
Flusso di cassa libero
$252M
2016-12-31
→
2025-12-31
Margini
15.6%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
WLFC
Mediana dei peer
P/E (TTM)
3.6
28.8
P/S (TTM)
0.6
1.3
P/B
0.6
2.0
Price / FCF (Prezzo / FCF)
1.7
—
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
WLFC
Mediana dei peer
Operating Margin (Margine Operativo)
14.3%
—
Net Profit Margin (Margine di Profitto Netto)
15.6%
4.8%
ROA
3.1%
4.5%
ROE
17.8%
14.9%
ROIC
11.2%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
WLFC
Mediana dei peer
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
WLFC
Mediana dei peer
Revenue YoY (Ricavi YoY)
28.3%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
32.8%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
20.4%
—
EPS YoY
0.33%
—
Net Income YoY (Utile Netto YoY)
4.7%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
WLFC
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
7.7%
—
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield
2.1%
Rapporto di Distribuzione Utili
7.7%
CAGR Dividendi 5Y
—
| Data ex-dividendo | Importo |
|---|---|
| 11 Agosto 2026 | $0,1330 |
| 11 Maggio 2026 | $0,1333 |
| 11 Febbraio 2026 | $0,1333 |
| 17 Novembre 2025 | $0,1333 |
| 12 Agosto 2025 | $0,0833 |
| 12 Maggio 2025 | $0,0833 |
| 12 Febbraio 2025 | $0,0833 |
| 12 Novembre 2024 | $0,0833 |
| 12 Agosto 2024 | $0,0833 |
| 30 Maggio 2024 | $0,3333 |
WLFC Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
VENDI
6 analisti
- Acquisto forte 0 0,0%
- Compra 0 0,0%
- Mantieni 3 50,0%
- Vendi 1 16,7%
- Vendita forte 2 33,3%
Target Price a 12 Mesi
1 analisti · 2026-08-17
Basso
$75.33
Alto
$75.33
Target mediano
$75.33
+37,4%
Target medio
$75.33
+37,4%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
-0.37%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $1.55 | $0.92 | 0.63% |
| 31 Marzo 2026 | $1.39 | $1.03 | 0.36% |
| 31 Dicembre 2025 | $0.51 | $1.15 | -0.64% |
| 30 Settembre 2025 | $1.23 | $1.14 | 0.09% |
| 30 Giugno 2025 | $0.76 | $1.08 | -0.32% |
| 31 Marzo 2025 | $2.16 | $4.50 | -2.3% |
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 |
|---|---|---|---|---|---|---|
| WLFC | $1.03B | 8.8 | 28.3% | 15.6% | 17.8% | — |
| MGRC | $2.58B | 16.5 | 3.6% | 16.6% | 13.0% | 48.2% |
| BCC | $2.66B | 20.8 | -4.8% | 2.1% | 6.3% | — |
| DNOW | $2.47B | -17.4 | 18.8% | -3.2% | -5.3% | 17.0% |
| CTOS | $1.31B | -41.1 | 7.9% | -1.6% | -3.9% | 21.2% |
| FTAI | — | — | — | — | — | — |
| DSGR | $1.26B | 152.2 | 9.8% | 0.42% | 1.3% | 33.4% |
| GIC | $1.12B | 15.8 | 4.8% | 5.2% | 23.3% | 35.5% |
| NPKI | $1.07B | 26.5 | 27.4% | 14.1% | 11.5% | — |
| KRT | $451M | 14.5 | 10.7% | 6.7% | 20.6% | 36.8% |
| TRNS | $666M | 125.1 | 19.2% | 1.6% | 1.8% | 32.6% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $730M | $569M | $419M | $312M | $274M | $289M | $409M | $348M | $275M | $207M | $198M | $174M | |
| Cost of Revenue | · | · | · | · | · | · | $63M | $61M | $41M | $13M | · | · | |
| SG&A Expense | $195M | $147M | $116M | $93M | $75M | $68M | $87M | $72M | $56M | $48M | $43M | $36M | |
| Operating Expenses | $626M | $425M | $354M | $302M | $266M | $274M | $329M | $296M | $246M | $185M | $186M | $164M | |
| Operating Income | $104M | $144M | $64M | $10M | $8M | $15M | $80M | $52M | $29M | $22M | $12M | $10M | |
| Interest Expense | $132M | $105M | $79M | $67M | $68M | $63M | $67M | $64M | $49M | $41M | $39M | $37M | |
| Interest Income | $14M | $12M | $9M | $8M | $13M | · | · | · | · | · | · | · | |
| Pretax Income | $161M | $153M | $67M | $10M | $9M | $17M | $89M | $56M | $36M | $24M | $13M | $12M | |
| Income Tax | $47M | $44M | $23M | $4M | $6M | $8M | $22M | $13M | $-26M | $10M | $6M | $5M | |
| Net Income | $114M | $109M | $44M | $5M | $3M | $10M | $67M | $43M | $62M | $14M | $6M | $7M | |
| EPS (Basic) | $16.00 | $15.97 | $6.40 | $0.35 | $0.00 | $1.07 | $10.90 | $6.75 | $9.93 | $2.10 | $0.83 | $0.91 | |
| EPS (Diluted) | $15.39 | $15.34 | $6.23 | $0.33 | $0.00 | $1.05 | $10.50 | $6.60 | $9.69 | $2.05 | $0.81 | $0.88 | |
| Shares (Basic) | 6,754,000 | 6,536,000 | 6,305,000 | 6,071,000 | 6,112,000 | 5,963,000 | 5,836,000 | 5,915,000 | 6,074,000 | 6,570,000 | 7,817,000 | 7,917,000 | |
| Shares (Diluted) | 7,020,000 | 6,804,000 | 6,481,000 | 6,297,000 | 6,346,000 | 6,128,000 | 6,058,000 | 6,046,000 | 6,220,000 | 6,714,000 | 7,987,000 | 8,141,000 | |
| EBITDA | $216M | $237M | $155M | · | $8M | · | · | $52M | $29M | $22M | $13M | $11M |
Stato Patrimoniale 18
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $16M | $9M | $7M | $12M | $14M | $43M | $7M | $12M | $7M | $10M | $10M | $13M | |
| Receivables | $36M | $38M | $58M | · | · | · | · | · | · | · | · | · | |
| Inventory | · | · | · | · | · | · | · | · | · | $25M | · | $9M | |
| PP&E (Net) | · | · | · | · | · | $32M | $32M | $28M | $26M | $17M | $20M | $18M | |
| Accum. Depreciation | · | · | · | · | · | $11M | $9M | $7M | $7M | $6M | $11M | $9M | |
| Goodwill | $300.0K | $1M | · | · | · | · | · | · | · | · | · | · | |
| Intangibles | · | · | · | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $932.0K | $1M | |
| Total Assets | $3.94B | $3.30B | $2.65B | $2.58B | $2.46B | $2.36B | $1.94B | $1.93B | $1.60B | $1.34B | $1.29B | $1.25B | |
| Deferred Tax | $229M | $185M | $148M | $133M | $124M | $117M | $110M | $90M | · | · | · | · | |
| Total Liabilities | $3.21B | $2.68B | $2.16B | $2.12B | $2.04B | $1.95B | $1.54B | $1.60B | $1.30B | $1.12B | $1.09B | $1.04B | |
| Long-term Debt | $2.70B | $2.26B | $1.80B | $1.85B | $1.79B | $1.69B | $1.25B | $1.34B | $1.09B | $900M | $866M | $841M | |
| Common Stock | $229.0K | $72.0K | $68.0K | $66.0K | $65.0K | $66.0K | $64.0K | $62.0K | $64.0K | $64.0K | $75.0K | $83.0K | |
| Paid-in Capital | $73M | $51M | $30M | $20M | $15M | $14M | $5M | $0 | $2M | $3M | $29M | $42M | |
| Retained Earnings | $591M | $491M | $398M | $357M | $355M | $355M | $349M | $287M | $256M | $195M | $181M | $175M | |
| AOCI | $-1M | $7M | $11M | $27M | $5M | $-5M | $-3M | $102.0K | $226.0K | $-1M | $-521.0K | · | |
| Stockholders' Equity | $662M | $549M | $439M | $405M | $376M | $364M | $350M | $287M | $259M | $196M | $209M | $217M | |
| Liabilities + Equity | $3.94B | $3.30B | $2.65B | $2.58B | $2.46B | $2.36B | $1.94B | $1.93B | $1.60B | $1.34B | $1.29B | $1.26B | |
| Shares Outstanding | 7,620,000 | 7,173,000 | 6,849,000 | · | · | · | 6,356,000 | 6,176,000 | 6,419,000 | 6,402 | 7,548,395 | 8,346,304 |
Flusso di cassa 18
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $112M | $92M | $91M | $88M | $91M | $95M | $86M | $77M | $66M | $66M | $69M | $65M | |
| Stock-based Comp | $45M | $29M | $15M | $14M | $17M | $11M | $8M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $46M | $39M | $20M | $2M | $4M | $7M | $21M | $12M | $-26M | $9M | $6M | $4M | |
| Amort. of Intangibles | $1M | $3M | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-33M | $16M | $61M | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $283M | $284M | $230M | $144M | $91M | $93M | $230M | $189M | $137M | $92M | $98M | $63M | |
| CapEx | $31M | $16M | $5M | $7M | $2M | $3M | $6M | $3M | $11M | $1M | $4M | $14M | |
| Investing Cash Flow | $-256M | $-765M | $-93M | $-194M | $-148M | $-507M | $-147M | $-380M | $-326M | $-123M | $-140M | · | |
| Debt Issued | $1.66B | $1.31B | $626M | $284M | $514M | $973M | $340M | $759M | $686M | $149M | $193M | $154M | |
| Net Debt Issued | $439M | $466M | $-40M | · | $97M | · | · | $255M | $190M | $35M | $39M | $53M | |
| Stock Repurchased | $4M | $0 | $9M | $5M | $10M | $2M | $4M | $16M | $4M | $29M | $16M | $5M | |
| Net Stock Activity | $-4M | $-12M | $0 | · | $-10M | · | · | $-16M | $-4M | $-29M | $-16M | $-5M | |
| Dividends Paid | $9M | $11M | $0 | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $388M | $445M | $-58M | $43M | $74M | $428M | $-101M | $226M | $203M | $21M | $20M | · | |
| Net Change in Cash | $414M | $-36M | $79M | $-7M | $17M | $15M | $-18M | $35M | $15M | $-10M | $-22M | · | |
| Taxes Paid | $3M | $7M | $505.0K | $2M | $1M | $510.0K | $222.0K | $1M | $440.0K | $459.0K | $353.0K | $210.0K | |
| Free Cash Flow | $252M | $269M | $225M | · | $88M | · | · | $185M | $124M | $100M | $105M | $49M | |
| Levered FCF | $159M | $194M | $173M | · | $64M | · | · | $136M | $40M | $76M | $85M | $26M |
Redditività 7
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.3% | 25.4% | 15.3% | · | 3.0% | · | · | 15.1% | 10.5% | 10.7% | 6.5% | 6.0% | |
| Net Margin | 15.6% | 19.1% | 10.5% | · | 1.2% | · | · | 12.4% | 22.6% | 6.8% | 3.7% | 4.2% | |
| Pretax Margin | 22.0% | 26.8% | 16.0% | · | 3.3% | · | · | 16.2% | 13.1% | 11.6% | 7.1% | 6.8% | |
| EBITDA Margin | 29.6% | 41.6% | 37.1% | · | 3.0% | · | · | 15.1% | 10.5% | 10.7% | 6.5% | 6.0% | |
| ROA | 3.1% | 3.6% | 1.7% | · | 0.14% | · | · | 2.4% | 4.2% | 1.1% | 0.58% | 0.59% | |
| ROE | 17.8% | 20.4% | 10.1% | · | 0.90% | · | · | 15.5% | 27.3% | 7.2% | 3.4% | 3.3% | |
| ROIC | 11.2% | 18.7% | 9.5% | · | 0.81% | · | · | 14.1% | 19.2% | 6.6% | 3.2% | 3.0% |
Liquidità e Solvibilità 1
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 0.8 | 1.4 | 0.8 | · | 0.1 | · | · | 0.8 | 0.6 | 0.5 | 0.3 | 0.3 |
Efficienza 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | · | 0.1 | · | · | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | |
| Receivables Turnover | 19.7 | · | · | · | · | · | · | · | · | · | · | · |
Tassi di Crescita 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 28.3% | 36.0% | 34.2% | 13.8% | -5.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 32.8% | 27.6% | 13.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 20.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.33% | 146.2% | 1787.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 259.9% | · | 81.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 71.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 4.7% | 148.1% | 705.0% | 62.3% | -65.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 175.5% | 218.8% | 65.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 63.5% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 13
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $730M | $569M | $419M | $312M | $274M | $289M | $409M | $348M | $275M | $207M | $198M | $174M | |
| Net Income TTM | $114M | $109M | $44M | $5M | $3M | $10M | $67M | $43M | $62M | $14M | $6M | $7M | |
| Market Cap | $1.03B | · | · | · | · | · | · | $214M | $160.3K | $164M | $152M | $183M | |
| P/E | 8.8 | 13.5 | 7.8 | 178.8 | · | 29.0 | 5.6 | 5.2 | 2.6 | 12.5 | 24.8 | 24.9 | |
| P/S | 1.4 | · | · | · | · | · | · | 0.6 | 0.0 | 0.8 | 0.8 | 1.1 | |
| P/B | 1.6 | · | · | · | · | · | · | 0.7 | 0.0 | 0.8 | 0.7 | 0.8 | |
| P / Tangible Book | 1.6 | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 3.6 | · | · | · | · | · | · | 1.1 | 0.0 | 1.6 | 1.4 | 2.9 | |
| P / FCF | 4.1 | · | · | · | · | · | · | 1.2 | 0.0 | 1.6 | 1.4 | 3.7 | |
| Dividend Yield | 0.84% | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 11.3% | 7.4% | 12.8% | 0.56% | 0.00% | 3.5% | 17.8% | 19.1% | 38.8% | 8.0% | 4.0% | 4.0% | |
| Payout Ratio | 7.7% | 9.9% | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | $9M | $11M | $0 | · | · | · | · | · | · | · | · | · |
Conto Economico 14
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $194M | $194M | $194M | $183M | $196M | $158M | $153M | $146M | $151M | $119M | $114M | $106M | $109M | $90M | $88M | $77M | |
| SG&A Expense | $56M | $57M | $47M | $49M | $50M | $48M | $42M | $40M | $35M | $30M | $30M | $27M | $32M | $28M | $26M | $23M | |
| Operating Expenses | $160M | $161M | $180M | $145M | $167M | $134M | $123M | $113M | $97M | $92M | $97M | $86M | $90M | $82M | $71M | $68M | |
| Operating Income | $34M | $34M | $14M | $38M | $28M | $24M | $29M | $34M | $54M | $27M | $17M | $20M | $19M | $8M | $17M | $9M | |
| Interest Expense | $30M | $33M | $32M | $34M | $34M | $32M | $29M | $28M | $25M | $23M | $22M | $19M | $19M | $18M | $18M | $16M | |
| Interest Income | $1M | $3M | $3M | $3M | $4M | $4M | $4M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Pretax Income | $38M | $37M | $18M | $43M | $74M | $25M | $30M | $34M | $58M | $30M | $21M | $20M | $19M | $7M | $18M | $8M | |
| Income Tax | $8M | $12M | $6M | $19M | $14M | $8M | $9M | $10M | $15M | $9M | $10M | $6M | $5M | $2M | $4M | $2M | |
| Net Income | $30M | $25M | $12M | $24M | $60M | $17M | $21M | $24M | $43M | $21M | $11M | $15M | $14M | $4M | $14M | $6M | |
| EPS (Basic) | $1.36 | $3.49 | $1.62 | $3.36 | $2.89 | $2.34 | $3.00 | $3.51 | $6.34 | $3.12 | $1.62 | $2.16 | $2.04 | $0.58 | $2.31 | $0.91 | |
| EPS (Diluted) | $1.31 | $3.26 | $1.50 | $3.25 | $2.81 | $2.21 | $2.76 | $3.37 | $6.21 | $3.00 | $1.53 | $2.13 | $2.02 | $0.55 | $2.33 | $0.89 | |
| Shares (Basic) | 21,127,000 | 6,778,000 | -13,454,000 | 6,813,000 | 20,367,000 | 6,606,000 | -13,003,000 | 6,582,000 | 6,570,000 | 6,387,000 | -12,537,000 | 6,365,000 | 6,354,000 | 6,123,000 | -12,102,000 | 6,093,000 | |
| Shares (Diluted) | 22,013,000 | 7,252,000 | -14,001,000 | 7,031,000 | 20,970,000 | 7,000,000 | -13,428,000 | 6,859,000 | 6,714,000 | 6,659,000 | -12,883,000 | 6,466,000 | 6,442,000 | 6,456,000 | -12,170,000 | 6,270,000 | |
| EBITDA | $63M | $64M | · | $67M | $56M | $49M | · | $57M | $76M | $50M | · | $43M | $42M | $31M | · | $9M |
Stato Patrimoniale 15
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $11M | $25M | $16M | $13M | $37M | $32M | $9M | $6M | $5M | $8M | $7M | $5M | $6M | $10M | $12M | $12M | |
| Receivables | · | · | $36M | · | · | · | $38M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | $300.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | $1M | $1M | · | $1M | |
| Total Assets | $3.65B | $3.51B | $3.94B | $3.42B | $3.95B | $3.27B | $3.30B | $3.04B | $2.92B | $2.67B | $2.65B | $2.60B | $2.60B | $2.59B | $2.58B | $2.54B | |
| Deferred Tax | $265M | $240M | $229M | $224M | $204M | $191M | $185M | $178M | $170M | $156M | $148M | $143M | $138M | $133M | $133M | · | |
| Total Liabilities | $2.88B | $2.75B | $3.21B | $2.71B | $3.27B | $2.65B | $2.68B | $2.46B | $2.38B | $2.16B | $2.16B | $2.12B | $2.14B | $2.13B | $2.12B | $2.10B | |
| Long-term Debt | $2.32B | $2.25B | $2.70B | $2.24B | $2.80B | $2.23B | $2.26B | $1.99B | $1.95B | $1.74B | $1.80B | $1.79B | $1.83B | $1.84B | $1.85B | $1.85B | |
| Common Stock | $228.0K | $77.0K | $76.0K | $76.0K | $76.0K | $74.0K | $72.0K | $72.0K | $71.0K | $69.0K | $68.0K | $69.0K | $68.0K | $66.0K | $66.0K | $66.0K | |
| Paid-in Capital | $71M | $84M | $73M | $67M | $56M | $58M | $51M | $41M | $32M | $34M | $30M | $26M | $22M | $24M | $20M | $18M | |
| Retained Earnings | $637M | $611M | $591M | $583M | $562M | $505M | $491M | $474M | $452M | $418M | $398M | $388M | $374M | $361M | $357M | $344M | |
| AOCI | $61.0K | $-787.0K | $-1M | $-345.0K | $-260.0K | $2M | $7M | $3M | $8M | $10M | $11M | $18M | $21M | $21M | $27M | $28M | |
| Stockholders' Equity | $709M | $694M | $662M | $650M | $618M | $565M | $549M | $518M | $492M | $462M | $439M | $432M | $417M | $406M | $405M | $389M | |
| Liabilities + Equity | $3.65B | $3.51B | $3.94B | $3.42B | $3.95B | $3.27B | $3.30B | $3.04B | $2.92B | $2.67B | $2.65B | $2.60B | $2.60B | $2.59B | $2.58B | $2.54B | |
| Shares Outstanding | · | · | 7,620,000 | · | · | · | 7,173,000 | · | · | · | · | · | · | · | · | · |
Flusso di cassa 16
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $30M | $30M | $29M | $28M | $25M | $24M | $24M | $22M | $22M | $23M | $23M | $22M | $23M | $23M | $22M | |
| Stock-based Comp | $13M | $14M | $10M | $11M | $17M | $7M | $11M | $10M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | |
| Other Non-cash | · | $-12M | · | · | · | $-8M | · | · | · | $13M | · | · | · | $22M | · | · | |
| Operating Cash Flow | $78M | $57M | $74M | $64M | $104M | $41M | $68M | $87M | $70M | $60M | $61M | $70M | $47M | $52M | $62M | $25M | |
| CapEx | $3M | $4M | $8M | $6M | $10M | $7M | $13M | $1M | $1M | $405.0K | $893.0K | $707.0K | $2M | $2M | $2M | $2M | |
| Investing Cash Flow | $-158M | $80M | $-148M | $-106M | $-16M | $14M | $-310M | $-180M | $-211M | $-64M | $39M | $-29M | $-39M | $-64M | $-50M | $-135M | |
| Debt Issued | $676M | $127M | $656M | $154M | $716M | $135M | $787M | $162M | $287M | $70M | $466M | $51M | $67M | $42M | $65M | $160M | |
| Net Debt Issued | · | $-450M | · | · | · | $-34M | · | · | · | $-69M | · | · | · | $-11M | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | $9M | $0 | $0 | $0 | $0 | $65.0K | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $7M | $0 | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $32M | $-463M | $450M | $-570M | $545M | $-38M | $269M | $50M | $195M | $-70M | $12M | $-41M | $-17M | $-12M | $-4M | $118M | |
| Net Change in Cash | $-48M | $-326M | $376M | $-612M | $633M | $17M | $27M | $-43M | $54M | $-74M | $112M | $620.0K | $-9M | $-25M | $8M | $8M | |
| Taxes Paid | $446.0K | $-1M | $-45.0K | $40.0K | $3M | $-28.0K | $1M | $48.0K | $6M | $-644.0K | $324.0K | $-135.0K | $137.0K | $179.0K | $344.0K | $1M | |
| Free Cash Flow | · | $53M | · | · | · | $34M | · | · | · | $59M | · | · | · | $50M | · | · | |
| Levered FCF | · | $31M | · | · | · | $12M | · | · | · | $43M | · | · | · | $38M | · | · |
Redditività 7
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 17.5% | 17.4% | · | 20.7% | 14.5% | 15.2% | · | 23.1% | 35.8% | 22.9% | · | 18.9% | 17.8% | 8.9% | · | 11.4% | |
| Net Margin | 15.6% | 12.9% | · | 13.3% | 30.9% | 10.7% | · | 16.5% | 28.2% | 17.5% | · | 13.8% | 12.7% | 4.9% | · | 8.3% | |
| Pretax Margin | 19.7% | 18.9% | · | 23.6% | 38.0% | 16.0% | · | 23.6% | 38.3% | 25.1% | · | 19.2% | 17.4% | 7.6% | · | 10.9% | |
| EBITDA Margin | 32.5% | 32.9% | · | 36.4% | 28.5% | 31.0% | · | 39.2% | 50.4% | 41.7% | · | 40.8% | 38.5% | 34.1% | · | 11.4% | |
| ROA | 0.79% | 0.74% | · | 0.75% | 1.8% | 0.57% | · | 0.85% | 1.5% | 0.79% | · | 0.57% | 0.55% | 0.18% | · | 0.25% | |
| ROE | 4.5% | 4.0% | · | 4.2% | 10.9% | 3.3% | · | 5.1% | 9.4% | 4.8% | · | 3.6% | 3.5% | 1.1% | · | 1.7% | |
| ROIC | 3.8% | 3.3% | · | 3.3% | 3.7% | 2.8% | · | 4.5% | 8.1% | 4.1% | · | 3.3% | 3.4% | 1.3% | · | 1.7% |
Liquidità e Solvibilità 1
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 1.1 | 1.0 | · | 1.1 | 0.8 | 0.7 | · | 1.2 | 2.2 | 1.2 | · | 1.0 | 1.0 | 0.4 | · | 0.5 |
Efficienza 1
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valutazione (TTM) 5
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $767M | $731M | · | $683M | $651M | $574M | · | $522M | $485M | $423M | · | $381M | $353M | $313M | · | $295M | |
| Net Income TTM | $140M | $127M | · | $126M | $144M | $104M | · | $102M | $92M | $54M | · | $39M | $31M | $-5M | · | $-6M | |
| P/E | 21.5 | 9.9 | · | 7.9 | 7.1 | 10.7 | · | 10.1 | 5.2 | 6.4 | · | 7.6 | 9.2 | -37.8 | · | -19.5 | |
| Earnings Yield | 4.7% | 10.1% | · | 12.6% | 14.2% | 9.4% | · | 9.9% | 19.3% | 15.5% | · | 13.2% | 10.9% | -2.6% | · | -5.1% | |
| Payout Ratio | · | 12.4% | · | · | · | 10.9% | · | · | · | · | · | · | · | · | · | · |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $730M | $569M | $419M | $312M | $274M |
| Margine Operativo % | 14.3% | 25.4% | 15.3% | — | 3.0% |
| Utile netto | $114M | $109M | $44M | $5M | $3M |
| EPS Diluito | $15.39 | $15.34 | $6.23 | $0.33 | $0.00 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $252M | $269M | $225M | — | $88M |
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Proprietari istituzionali (13F) 187 filer · $631.9M 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 |
|---|---|---|---|---|
| 65 (+37 vs trimestre precedente) | 11 (-2 vs trimestre precedente) | 60 (+17 vs trimestre precedente) | 24 (-7 vs trimestre precedente) | +593K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $120.798.392 | 527.965 | 19,12% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $45.233.074 | 197.697 | 7,16% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $44.008.765 | 192.346 | 6,96% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $29.634.176 | 129.520 | 4,69% | Azioni |
| Four Tree Island Advisory LLC | $24.747.008 | 108.160 | 3,92% | Azioni |
| RBF Capital, LLC | $24.644.277 | 107.711 | 3,90% | Azioni |
| Copeland Capital Management, LLC | $20.873.881 | 91.232 | 3,30% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $18.517.955 | 80.915 | 2,93% | Azioni |
| STATE STREET CORP | $17.692.646 | 77.328 | 2,80% | Azioni |
| VANGUARD GROUP INC | $17.650.698 | 130.129 | 2,79% | Azioni |
| Philadelphia Financial Management of San Francisco, LLC | $16.648.176 | 72.763 | 2,63% | Azioni |
| UBS Group AG | $14.954.368 | 65.360 | 2,37% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $14.744.558 | 64.443 | 2,33% | Azioni |
| Palisades Investment Partners, LLC | $14.423.323 | 63.039 | 2,28% | Azioni |
| TWO SIGMA ADVISERS, LP | $14.011.612 | 103.300 | 2,22% | Azioni |
| FIRST TRUST ADVISORS LP | $13.341.099 | 58.309 | 2,11% | Azioni |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $11.273.891 | 49.274 | 1,78% | Azioni |
| Buckley Capital Advisors, LLC | $10.510.157 | 45.936 | 1,66% | Azioni |
| Pekin Hardy Strauss, Inc. | $9.661.080 | 42.225 | 1,53% | Azioni |
| DENALI ADVISORS LLC | $8.797.360 | 38.450 | 1,39% | Azioni |
| Allspring Global Investments Holdings, LLC | $8.102.266 | 35.412 | 1,28% | Azioni |
| Phase 2 Partners, LLC | $7.773.785 | 37.455 | 1,23% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.774.539 | 29.609 | 1,07% | Azioni |
| Bank of New York Mellon Corp | $6.545.739 | 28.609 | 1,04% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.387.638 | 27.918 | 1,01% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $5.145.712 | 22.490 | 0,81% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.737.304 | 20.705 | 0,75% | Azioni |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $4.294.118 | 18.768 | 0,68% | Azioni |
| Connor, Clark & Lunn Investment Management Ltd. | $3.722.118 | 16.268 | 0,59% | Azioni |
| TUDOR INVESTMENT CORP ET AL | $3.633.573 | 15.881 | 0,58% | Azioni |
| GOLDMAN SACHS GROUP INC | $3.594.219 | 15.709 | 0,57% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.525.579 | 15.409 | 0,56% | Azioni |
| ExodusPoint Capital Management, LP | $3.319.888 | 14.510 | 0,53% | Azioni |
| Point72 Asset Management, L.P. | $3.271.154 | 14.297 | 0,52% | Azioni |
| Latash Investments, LLC | $3.088.800 | 13.500 | 0,49% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $2.818.361 | 12.318 | 0,45% | Azioni |
| US BANCORP \DE\ | $2.654.995 | 11.604 | 0,42% | Azioni |
| Linden Advisors LP | $2.637.835 | 11.529 | 0,42% | Azioni |
| First Pacific Advisors, LP | $2.618.158 | 11.443 | 0,41% | Azioni |
| ALGERT GLOBAL LLC | $2.528.240 | 11.050 | 0,40% | Azioni |
| PDT Partners, LLC | $1.944.800 | 8.500 | 0,31% | Azioni |
| CITADEL ADVISORS LLC | $1.843.899 | 8.059 | 0,29% | Azioni |
| RHUMBLINE ADVISERS | $1.815.290 | 7.934 | 0,29% | Azioni |
| Waterloo Capital, L.P. | $1.756.336 | 7.683 | 0,28% | Azioni |
| FRANKLIN RESOURCES INC | $1.692.662 | 7.398 | 0,27% | Azioni |
| AMERIPRISE FINANCIAL INC | $1.554.009 | 6.792 | 0,25% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $1.533.646 | 6.703 | 0,24% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $1.480.336 | 6.470 | 0,23% | Azioni |
| Swiss National Bank | $1.327.040 | 5.800 | 0,21% | Azioni |
| SUSQUEHANNA ADVISORS GROUP, INC. | $1.185.184 | 5.180 | 0,19% | Azioni |
| BANK OF AMERICA CORP /DE/ | $1.175.346 | 5.137 | 0,19% | Azioni |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.154.754 | 5.047 | 0,18% | Azioni |
| JENNISON ASSOCIATES LLC | $1.122.722 | 4.907 | 0,18% | Azioni |
| LPL Financial LLC | $1.083.837 | 4.737 | 0,17% | Azioni |
| XTX Topco Ltd | $1.057.742 | 4.623 | 0,17% | Azioni |
| Sculptor Capital LP | $1.053.853 | 4.606 | 0,17% | Azioni |
| Militia Capital Management LLC | $1.006.720 | 4.400 | 0,16% | Azioni |
| Carlson Capital, L.P. | $938.080 | 4.100 | 0,15% | Azioni |
| Rangeley Capital, LLC | $915.200 | 4.000 | 0,14% | Azioni |
| Weiss Asset Management LP | $842.442 | 3.682 | 0,13% | Azioni |
| ARISTEIA CAPITAL, L.L.C. | $841.526 | 3.678 | 0,13% | Azioni |
| Brevan Howard Capital Management LP | $776.547 | 3.394 | 0,12% | Azioni |
| WELLS FARGO & COMPANY/MN | $774.717 | 3.386 | 0,12% | Azioni |
| Jain Global LLC | $757.099 | 3.309 | 0,12% | Azioni |
| LAZARD ASSET MANAGEMENT LLC | $698.526 | 3.053 | 0,11% | Azioni |
| Harbor Advisors LLC | $686.400 | 3.000 | 0,11% | Azioni |
| BlackRock, Inc. | $684.341 | 2.991 | 0,11% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $681.040 | 4.000 | 0,11% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $632.403 | 2.764 | 0,10% | Azioni |
| Blackstone Inc. | $631.488 | 2.760 | 0,10% | Azioni |
| Quantbot Technologies LP | $622.107 | 2.719 | 0,10% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $599.456 | 2.620 | 0,09% | Azioni |
| Aquatic Capital Management LLC | $570.627 | 2.494 | 0,09% | Azioni |
| AXQ CAPITAL, LP | $562.162 | 2.457 | 0,09% | Azioni |
| LMR Partners LLP | $532.418 | 2.327 | 0,08% | Azioni |
| FMR LLC | $531.274 | 2.322 | 0,08% | Azioni |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $526.240 | 2.300 | 0,08% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $526.240 | 2.300 | 0,08% | Azioni |
| MetLife Investment Management, LLC | $512.283 | 2.239 | 0,08% | Azioni |
| Cetera Investment Advisers | $507.941 | 2.220 | 0,08% | Azioni |
| Lakewood Asset Management LLC | $486.658 | 2.127 | 0,08% | Azioni |
| Quantinno Capital Management LP | $473.158 | 2.068 | 0,07% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $459.872 | 2.701 | 0,07% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $453.710 | 1.983 | 0,07% | Azioni |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $422.364 | 1.846 | 0,07% | Azioni |
| TENOR CAPITAL MANAGEMENT Co., L.P. | $420.306 | 1.837 | 0,07% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $416.187 | 1.819 | 0,07% | Azioni |
| MALTESE CAPITAL MANAGEMENT LLC | $412.984 | 1.805 | 0,07% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $400.171 | 1.749 | 0,06% | Azioni |
| Lighthouse Investment Partners, LLC | $391.248 | 1.710 | 0,06% | Azioni |
| Concurrent Investment Advisors, LLC | $359.902 | 1.573 | 0,06% | Azioni |
| Invesco Ltd. | $344.802 | 1.507 | 0,05% | Azioni |
| NATIXIS | $343.200 | 1.500 | 0,05% | Azioni |
| CAPSTONE INVESTMENT ADVISORS, LLC | $321.006 | 1.403 | 0,05% | Azioni |
| MORGAN STANLEY | $301.101 | 1.316 | 0,05% | Azioni |
| Centiva Capital, LP | $288.746 | 1.262 | 0,05% | Azioni |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $288.746 | 1.262 | 0,05% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $285.085 | 1.246 | 0,05% | Azioni |
| Focus Partners Wealth | $280.281 | 1.225 | 0,04% | Azioni |
| Orion Porfolio Solutions, LLC | $266.126 | 1.163 | 0,04% | Azioni |
Insider aziendali 25 insider · 4 dirigenti · 2 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Scott B. Flaherty | EVP, CFO | 31 Luglio 2026 P | 244.324 | 1 | 0 | $4.302 |
| Brian Richard Hole | PRESIDENT | 08 Novembre 2024 S | 81.164 | 0 | 0 | $0 |
| WILLIS CHARLES F IV | Executive Chairman | 19 Agosto 2026 S | 2.565.643 | 0 | 29 | $-8.751.520 |
| Dean Michael Poulakidas | EVP, GEN. COUNSEL, SECRETARY | 14 Maggio 2025 M | 156.415 | 0 | 0 | $0 |
| Robert T Morris | Direttore | 24 Maggio 2019 A | 7.688 | 0 | 0 | $0 |
| Sy Jacobs | Proprietario del 10% | 28 Dicembre 2007 P | 592.450 | 0 | 0 | $0 |
| Clifton Dameron | — | 14 Agosto 2026 S | 39.458 | 0 | 1 | $-200.894 |
| Willis Austin Chandler | — | 03 Agosto 2026 S | 435.888 | 0 | 64 | $-7.745.712 |
| Robert J. Keady | — | 05 Settembre 2024 S | 4.016 | 0 | 0 | $0 |
| Hans Jorg Hunziker | — | 17 Maggio 2024 S | 19.842 | 0 | 0 | $0 |
| Donald A Nunemaker | — | 08 Dicembre 2016 S | 29.869 | 0 | 0 | $0 |
| Bradley Stewart Forsyth | — | 02 Giugno 2016 S | 1.443 | 0 | 0 | $0 |
| Judith M Webber | — | 11 Agosto 2015 F | 47.995 | 0 | 0 | $0 |
| William W Coon JR | — | 30 Marzo 2015 S | 0 | 0 | 0 | $0 |
| Paul David Johnson | — | 11 Agosto 2013 F | 14.377 | 0 | 0 | $0 |
| Gerard Laviec | — | 10 Aprile 2013 M | 27.994 | 0 | 0 | $0 |
| Thomas C Nord | — | 03 Febbraio 2013 F | 43.707 | 0 | 0 | $0 |
| Jesse Van Crews | — | 28 Maggio 2011 F | 25.033 | 0 | 0 | $0 |
| Beaumont Lee G | — | 02 Ottobre 2008 F | 69.049 | 0 | 0 | $0 |
| Thomas E Macaleavey | — | 25 Aprile 2007 M | 0 | 0 | 0 | $0 |
| Robert M Warwick | — | 31 Gennaio 2007 A | 1.500 | 0 | 0 | $0 |
| William M Leroy | — | 07 Giugno 2006 M | 0 | 0 | 0 | $0 |
| Glenn L Hickerson | — | 18 Aprile 2006 S | 0 | 0 | 0 | $0 |
| Steven D Oldenburg | — | 27 Settembre 2005 A | — | 0 | 0 | $0 |
| Monica J Burke | — | 08 Settembre 2005 S | 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 |
|---|---|---|---|---|---|
| CFW Partners, L.P., WILLIS CHARLES F IV, Willis Austin Chandler ×38 depositi | 03 Aprile 2026 | 43,24% | Modifica | — | SEC |
| Charles F. Willis, IV, CFW Partners, L.P. | 31 Maggio 2013 | — | 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 47 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 |
|---|---|---|---|---|
| FYC · First Trust Exchange-Traded AlphaDE… | 0,64% | 34.239 NS | 30 Aprile 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,26% | 16.309 NS | 30 Aprile 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,17% | 102 NS | 30 Aprile 2026 | N-PORT |
| IWC · iShares Trust | 0,15% | 39.418 SH | 19 Agosto 2026 | Giornaliero |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,13% | 3.194 NS | 30 Aprile 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,06% | 42.112 NS | 30 Aprile 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,05% | 18.180 NS | 30 Aprile 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 25.567 NS | 30 Aprile 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 5.193 NS | 31 Maggio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 21.950 SH | 19 Agosto 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,03% | 2.693 SH | 19 Agosto 2026 | Giornaliero |
| IWO · iShares Trust | 0,03% | 69.363 SH | 19 Agosto 2026 | Giornaliero |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 1.390 NS | 31 Maggio 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 293.784 SH | 19 Agosto 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 1.136 SH | 19 Agosto 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 9.587 SH | 19 Agosto 2026 | Giornaliero |
| RSSL · Global X Funds | 0,02% | 1.213 NS | 30 Aprile 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,02% | 583 NS | 31 Maggio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 313 NS | 30 Aprile 2026 | N-PORT |
| IWN · iShares Trust | 0,01% | 36.280 SH | 19 Agosto 2026 | Giornaliero |
| ITWO · ProShares Trust | 0,01% | 132 NS | 31 Maggio 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 14.883 NS | 31 Maggio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 36.331 SH | 19 Agosto 2026 | Giornaliero |
| VIS · VANGUARD WORLD FUND | 0,01% | 3.516 SH | 19 Agosto 2026 | Giornaliero |
| ISCG · iShares Trust | 0,01% | 1.650 SH | 19 Agosto 2026 | Giornaliero |
| FIDU · FIDELITY COVINGTON TRUST | 0,01% | 911 NS | 30 Aprile 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 936 SH | 19 Agosto 2026 | Giornaliero |
| DFUV · Dimensional ETF Trust | 0,01% | 5.496 NS | 30 Aprile 2026 | N-PORT |
| ISCB · iShares Trust | 0,01% | 375 SH | 19 Agosto 2026 | Giornaliero |
| UWM · ProShares Trust | 0,01% | 103 NS | 31 Maggio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 768 NS | 30 Aprile 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 333 SH | 19 Agosto 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,01% | 15.086 NS | 30 Aprile 2026 | N-PORT |
| ISCV · iShares Trust | 0,01% | 681 SH | 19 Agosto 2026 | Giornaliero |
| URTY · ProShares Trust | 0,01% | 105 NS | 31 Maggio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 782 NS | 30 Aprile 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1.977 NS | 30 Aprile 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 308 NS | 30 Aprile 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 114 NS | 31 Maggio 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 3 NS | 31 Maggio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1.163 NS | 30 Aprile 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 3.601 SH | 19 Agosto 2026 | Giornaliero |
| ITOT · iShares Trust | 0,00% | 9.449 SH | 19 Agosto 2026 | Giornaliero |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 1.548 NS | 31 Maggio 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 336 NS | 31 Maggio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 90.441 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 314 SH | 19 Agosto 2026 | Giornaliero |