CRVL CorVel Corp. - Common Stock
$67.77
株価 · 8月 18, 2026
ファンダメンタルズ（時点） 8月 6, 2026
CorVel Corp. - Common Stock について Wikipediaからの企業概要
CorVel Corporation is an American technology company.
続きを読む
CorVel Corporation is an American technology company.
History
In 1987, Gordon Clemons joined with Jim Michael and Jeffrey Michael, investors from Minnesota, and founded CorVel Corporation (originally named FORTIS). Three small vocational rehabilitation firms were consolidated to form the initial foundation of the new company, valued at approximately $2 million with over 200 associates.
Within two years, the company expanded to 51 American locations, and they entered the medical bill review and medical case management business.
In 1991, the company first issued stock to the public and began trading on the NASDAQ at a market capitalization value of $46 million. The offering raised $3.5 million, net of the repayment of venture funding. The following year, the Fortis name was sold, raising $4 million and the company changed its name to CorVel Corporation. With the funding from the name sale, CorVel began building a national preferred provider organization (PPO).
During the mid '90s, CorVel doubled its office network again, and expanded its software offerings. PPO services became an important part of most healthcare management sales. Out of network medical review was added to the portfolio of provider programs.
By 2005, CorVel grew to over 2,000 clients and 15% compounded annual stock growth.
In March 2009, the company continued to expand its workers' compensation claims management solutions. During the March quarter, CorVel completed the acquisition of a third party administrator (TPA) in New York, the company's third acquisition in its TPA expansion effort. Software development efforts have been focused on the incorporation of artificial intelligence capabilities and workflow management tools in to the claims' management systems in order to enable CorVel's unique process.
In August 2010, CorVel introduced a provider look up app that can be accessed in the Apple Store and Google Play. This mobile app provides access to locate network doctors, specialists, hospitals and other facilities near the user.
In August 2011, the company also introduced a claim intake app available from Apple that provides mobile access to report workplace incidents and injuries.
In March 2012, the company announced revenues for the quarter ended March 31, 2012, that were a 4% increase over the previous quarter in 2011.
In September 2014, CorVel released a new app (My Care) that provides online access to view indemnity payments, access pharmacy cards, review treatment guidelines and review details of the workplace injury claim. The newest feature of the app provides Touch ID for iPhones that provides secure fingerprint access on iOS devices.
In August 2015, the company announced Telehealth Services as part of their existing Enterprise Comp claims management model to offer immediate access to medical providers for injured workers.
Operations
CorVel had revenues of $592 million for fiscal year ending March 31, 2020.
CorVel is licensed to do business in all 50 states, the District of Columbia and Puerto Rico.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
CRVL 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
株価
$67.77
時価総額
$3.45B
P/E (TTM)
31.7
EPS（TTM）
$2.14
収益（TTM）
$959M
配当利回り
—
ROE
29.1%
負債/自己資本
—
52週レンジ
$45 – $93
CRVL 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
Configure
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
収益と純利益
$959M
2017-03-31
→
2026-03-31
EPS
$2.14
2017-03-31
→
2026-03-31
フリーキャッシュフロー
$110M
2017-03-31
→
2026-03-31
利益率
11.5%
2019-03-31
→
2026-03-31
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
指標
5年トレンド
CRVL
競合中央値
P/E (TTM)
31.7
35.7
P/S (TTM) (株価売上高倍率（TTM）)
3.6
1.2
P/B (株価純資産倍率)
8.8
3.1
Price / FCF (株価FCF倍率)
31.3
—
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
指標
5年トレンド
CRVL
競合中央値
Gross Margin (粗利益率)
24.3%
20.9%
Net Profit Margin (純利益率)
11.5%
2.3%
ROA
18.6%
4.3%
ROE
29.1%
6.6%
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
指標
5年トレンド
CRVL
競合中央値
Current Ratio (流動比率)
2.0
1.5
Quick Ratio (クイックレシオ)
1.5
—
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
指標
5年トレンド
CRVL
競合中央値
Revenue YoY (収益（前年比）)
7.0%
—
Revenue CAGR 3Y (収益（3年CAGR）)
10.1%
—
Revenue CAGR 5Y (収益（5年CAGR）)
11.6%
—
EPS YoY
16.9%
—
Net Income YoY (純利益（前年比）)
16.0%
—
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
指標
5年トレンド
CRVL
競合中央値
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年12月31日 | $0.61 | — | — |
| 2026年9月30日 | $0.47 | — | — |
| 2025年9月30日 | $0.46 | — | — |
| 2025年3月31日 | $1.25 | — | — |
| 2024年9月30日 | $0.99 | — | — |
同業他社比較（GICSサブインダストリー） 主要メトリクスとセクターピアの比較
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| CRVL | $2.78B | 25.5 | 7.0% | 11.5% | 29.1% | 24.3% |
| RDNT | $5.28B | -285.4 | 11.5% | -0.91% | -1.9% | — |
| LFST | $2.73B | — | 13.9% | 0.68% | 0.65% | — |
| BLLN | $0 | 584.6 | 100.0% | 2.4% | 6.5% | 68.3% |
| OPCH | $5.00B | 25.1 | 13.0% | 3.7% | 15.4% | 19.3% |
| PRVA | $2.93B | 131.7 | 22.3% | 1.1% | 3.3% | — |
| AVAH | $1.70B | 7.7 | 20.2% | 9.2% | 246.6% | 33.3% |
| GRDN | — | — | 17.9% | 3.4% | 24.8% | 20.2% |
| MD | $1.77B | 11.0 | -4.9% | 8.6% | 20.3% | — |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | — |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書 12
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Cost of Revenue | $726M | $686M | $624M | $560M | $494M | $429M | $466M | $471M | $451M | $414M | |
| Gross Profit | $233M | $210M | $172M | $158M | $152M | $124M | $126M | $125M | $107M | $105M | |
| SG&A Expense | $90M | $89M | $77M | $74M | $68M | $64M | $65M | $63M | $59M | $57M | |
| Pretax Income | $143M | $121M | $95M | $85M | $85M | $59M | $61M | $62M | $48M | $48M | |
| Income Tax | $33M | $26M | $19M | $18M | $18M | $13M | $13M | $15M | $12M | $18M | |
| Net Income | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| EPS (Basic) | $2.15 | $1.85 | $1.48 | $1.28 | $3.74 | $2.59 | $2.59 | $2.48 | $1.90 | $1.52 | |
| EPS (Diluted) | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 | $2.55 | $2.55 | $2.46 | $1.87 | $1.51 | |
| Shares (Basic) | 51,283,000 | 51,379,000 | 51,366,000 | 51,984,000 | 17,753,000 | 17,930,000 | 18,326,000 | 18,794,000 | 18,825,000 | 19,418,000 | |
| Shares (Diluted) | 51,625,000 | 51,994,000 | 52,041,000 | 52,776,000 | 18,127,000 | 18,166,000 | 18,602,000 | 19,008,000 | 19,042,000 | 19,570,000 | |
| EBITDA | $32M | $30M | $26M | $25M | $24M | $23M | · | $23M | $22M | $21M |
貸借対照表 23
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $233M | $171M | $106M | $71M | $98M | $140M | $83M | $92M | $56M | $29M | |
| Receivables | $101M | $104M | $97M | $81M | $83M | $65M | $66M | $71M | $65M | $63M | |
| Prepaid Expense | $12M | $11M | $11M | $11M | $15M | $8M | $11M | $7M | $7M | $5M | |
| Current Assets | $462M | $387M | $302M | $244M | $265M | $269M | $209M | $215M | $163M | $129M | |
| PP&E (Net) | $118M | $92M | $86M | $83M | $76M | $71M | $76M | $62M | $69M | $63M | |
| PP&E (Gross) | $381M | $334M | $309M | $300M | $284M | $259M | $243M | $240M | $231M | $207M | |
| Accum. Depreciation | $263M | $241M | $223M | $217M | $208M | $189M | $167M | $178M | $161M | $144M | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | |
| Intangibles | $263.0K | $438.0K | $821.0K | $1M | $2M | $2M | $3M | $3M | $3M | $4M | |
| Other Non-current Assets | $618.0K | $454.0K | $1M | $1M | $481.0K | $345.0K | $1M | $756.0K | $1M | $3M | |
| Total Assets | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Accounts Payable | $24M | $15M | $16M | $15M | $14M | $12M | $15M | $10M | $12M | $14M | |
| Accrued Liabilities | $204M | $187M | $168M | $153M | $157M | $149M | $117M | $105M | $85M | $73M | |
| Current Liabilities | $228M | $204M | $184M | $168M | $171M | $162M | $134M | $117M | $98M | $90M | |
| Capital Leases | $21M | $20M | $23M | $24M | $30M | $42M | $85M | $0 | · | · | |
| Deferred Tax | · | · | · | $0 | $2M | $0 | $8M | $6M | $5M | $7M | |
| Total Liabilities | $249M | $224M | $207M | $192M | $203M | $204M | $227M | $123M | $103M | $97M | |
| Common Stock | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | |
| Retained Earnings | $1.01B | $903M | $808M | $732M | $665M | $599M | $553M | $505M | $458M | $423M | |
| Treasury Stock | $888M | $832M | $794M | $748M | $655M | $564M | $532M | $466M | $431M | $420M | |
| Stockholders' Equity | $394M | $322M | $248M | $202M | $212M | $220M | $190M | $195M | $171M | $139M | |
| Liabilities + Equity | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Shares Outstanding | 50,909,297 | 51,359,544 | 51,386,688 | 17,169,500 | 17,569,087 | 17,876,090 | 17,968,966 | 18,557,794 | 18,912,907 | 18,937,233 |
キャッシュフロー 14
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $30M | $26M | $25M | $24M | $23M | $23M | $23M | $22M | $21M | |
| Stock-based Comp | $5M | $6M | $5M | $6M | $5M | $5M | $4M | $4M | $3M | $2M | |
| Deferred Tax | $5M | $-5M | $-3M | $-2M | $2M | $-8M | $1M | $1M | $-874.0K | $-1M | |
| Amort. of Intangibles | $175.0K | $383.0K | $423.0K | $425.0K | $435.0K | $435.0K | $435.0K | $440.0K | $437.0K | $437.0K | |
| Other Non-cash | $3M | $2M | $-5M | $-13M | $-31M | $28M | · | $3M | $2M | $413.0K | |
| Operating Cash Flow | $156M | $127M | $99M | $82M | $67M | $94M | $81M | $79M | $62M | $52M | |
| CapEx | $45M | $36M | $29M | $26M | $30M | $17M | $32M | $15M | $28M | $31M | |
| Investing Cash Flow | $-45M | $-36M | $-29M | $-26M | $-30M | $-17M | $-32M | $-15M | $-28M | $-31M | |
| Stock Repurchased | $56M | $38M | $46M | $94M | $90M | $33M | $66M | $35M | $11M | $28M | |
| Net Stock Activity | $-56M | $-38M | $-46M | $-94M | $-90M | $-33M | · | $-35M | $-11M | $-28M | |
| Financing Cash Flow | $-48M | $-27M | $-36M | $-82M | $-80M | $-21M | $-57M | $-27M | $-7M | $-25M | |
| Net Change in Cash | $62M | $65M | $34M | $-26M | $-42M | $56M | $-8M | $36M | $27M | $-4M | |
| Taxes Paid | $31M | $28M | $23M | · | · | · | · | · | · | · | |
| Free Cash Flow | $110M | $92M | $70M | $56M | $37M | $77M | · | $63M | $34M | $21M |
収益性 6
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% | 22.4% | · | 20.9% | · | · | |
| Net Margin | 11.5% | 10.6% | 9.6% | 9.2% | 10.3% | 8.4% | · | 7.8% | · | · | |
| Pretax Margin | 14.9% | 13.5% | 12.0% | 11.8% | 13.1% | 10.7% | · | 10.3% | · | · | |
| EBITDA Margin | 3.3% | 3.3% | 3.3% | 3.5% | 3.7% | 4.2% | · | 3.9% | · | · | |
| ROA | 18.6% | 19.0% | 18.0% | 16.4% | 15.8% | 11.0% | · | 15.8% | 14.0% | 12.9% | |
| ROE | 29.1% | 30.6% | 31.7% | 33.4% | 31.1% | 21.6% | · | 24.1% | 21.5% | 21.8% |
流動性と支払能力 2
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.4 | |
| Quick Ratio | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 | 1.3 | · | 1.4 | 1.2 | 1.0 |
効率性 2
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.8 | 1.9 | 1.8 | 1.5 | 1.3 | · | 2.0 | · | · | |
| Receivables Turnover | 9.3 | 8.9 | 8.9 | 8.8 | 8.8 | 8.5 | · | 8.7 | · | · |
成長率 9
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.0% | 12.6% | 10.7% | 11.2% | 16.9% | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.1% | 11.5% | 12.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.9% | 24.5% | 16.7% | -65.6% | 43.5% | · | · | · | · | · | |
| EPS CAGR 3Y | 19.3% | -20.6% | -16.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -3.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.0% | 24.8% | 14.9% | -0.07% | 43.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 18.5% | 12.7% | 18.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM） 10
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Net Income TTM | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| Market Cap | $2.78B | $5.75B | $1.50B | $1.09B | $986M | $611M | · | $404M | $319M | $275M | |
| P/E | 25.5 | 61.2 | 59.6 | 50.3 | 15.3 | 13.4 | 7.1 | 8.8 | 9.0 | 9.6 | |
| P/S | 2.9 | 6.4 | 1.9 | 1.5 | 1.5 | 1.1 | · | 0.7 | 0.6 | 0.5 | |
| P/B | 7.1 | 17.9 | 6.1 | 5.4 | 4.6 | 2.8 | · | 2.1 | 1.9 | 2.0 | |
| P / Tangible Book | 7.8 | 20.2 | 7.1 | 6.6 | 5.7 | 3.4 | · | · | · | · | |
| P / Cash Flow | 17.9 | 45.2 | 15.1 | 13.2 | 14.7 | 6.5 | · | 5.1 | 5.1 | 5.3 | |
| P / FCF | 25.2 | 62.8 | 21.4 | 19.5 | 26.4 | 7.9 | · | 6.4 | 9.2 | 13.1 | |
| Earnings Yield | 3.9% | 1.6% | 1.7% | 2.0% | 6.5% | 7.5% | 14.0% | 11.3% | 11.1% | 10.4% |
損益計算書 12
| 指標 | トレンド | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $260M | $249M | $236M | $240M | $235M | $232M | $228M | $224M | $212M | $207M | $202M | $196M | $190M | $185M | $179M | $177M | |
| Cost of Revenue | $192M | $186M | $181M | $181M | $178M | $174M | $175M | $174M | $164M | $164M | $160M | $151M | $148M | $143M | $139M | $141M | |
| Gross Profit | $68M | $63M | $55M | $58M | $57M | $58M | $53M | $51M | $48M | $43M | $42M | $44M | $42M | $42M | $40M | $36M | |
| SG&A Expense | $24M | $23M | $23M | $22M | $21M | $25M | $22M | $22M | $20M | $21M | $20M | $20M | $16M | $19M | $18M | $18M | |
| Pretax Income | $43M | $40M | $32M | $36M | $35M | $33M | $31M | $29M | $28M | $23M | $22M | $25M | $25M | $23M | $22M | $19M | |
| Income Tax | $11M | $9M | $8M | $8M | $8M | $7M | $7M | $5M | $6M | $3M | $5M | $5M | $6M | $4M | $5M | $4M | |
| Net Income | $32M | $31M | $24M | $28M | $27M | $26M | $24M | $23M | $22M | $19M | $17M | $20M | $20M | $18M | $17M | $15M | |
| EPS (Basic) | $0.63 | $0.61 | $0.47 | $0.54 | $0.53 | $0.51 | $0.46 | $0.46 | $0.42 | $-1.17 | $0.33 | $1.16 | $1.16 | $-1.49 | $0.98 | $0.84 | |
| EPS (Diluted) | $0.63 | $0.61 | $0.47 | $0.54 | $0.52 | $0.50 | $0.46 | $0.45 | $0.42 | $-1.15 | $0.33 | $1.15 | $1.14 | $-1.47 | $0.96 | $0.83 | |
| Shares (Basic) | 50,804,000 | -102,700,000 | 51,317,000 | 51,314,000 | 51,352,000 | -102,774,000 | 51,388,000 | 51,399,000 | 51,366,000 | -34,219,000 | 51,318,000 | 17,123,000 | 17,144,000 | -153,000 | 17,245,000 | 17,386,000 | |
| Shares (Diluted) | 50,928,000 | -103,592,000 | 51,582,000 | 51,723,000 | 51,912,000 | -104,006,000 | 52,038,000 | 52,023,000 | 51,939,000 | -34,668,000 | 51,978,000 | 17,346,000 | 17,385,000 | -164,000 | 17,487,000 | 17,650,000 | |
| EBITDA | $9M | · | · | · | $8M | · | · | · | $7M | · | · | · | $6M | · | · | · |
貸借対照表 22
| 指標 | トレンド | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $256M | $233M | $230M | $207M | $202M | $171M | $163M | $138M | $132M | $106M | $107M | $92M | $87M | · | $78M | $76M | |
| Receivables | $111M | $101M | $102M | $105M | $102M | $104M | $106M | $102M | $98M | $97M | $93M | $87M | $84M | · | $83M | $85M | |
| Prepaid Expense | $11M | $12M | $16M | $10M | $9M | $11M | $15M | $13M | $10M | $11M | $14M | $13M | $12M | · | $13M | $12M | |
| Current Assets | $505M | $462M | $464M | $434M | $422M | $387M | $383M | $363M | $333M | $302M | $294M | $282M | $268M | · | $257M | $248M | |
| PP&E (Net) | $122M | $118M | $114M | $111M | $108M | $92M | $91M | $89M | $87M | $86M | $85M | $85M | $84M | · | $82M | $83M | |
| PP&E (Gross) | · | $381M | · | · | · | $334M | · | · | · | $309M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $263M | · | · | · | $241M | · | · | · | $223M | · | · | · | · | · | · | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | · | $37M | $37M | |
| Intangibles | $219.0K | $263.0K | $307.0K | $350.0K | $394.0K | $438.0K | $505.0K | $611.0K | $716.0K | $821.0K | $927.0K | $1M | $1M | · | $1M | $1M | |
| Other Non-current Assets | $1M | $618.0K | $423.0K | $490.0K | $512.0K | $454.0K | $462.0K | $679.0K | $1M | $1M | $1M | $1M | $723.0K | · | $778.0K | $797.0K | |
| Total Assets | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Accounts Payable | $20M | $24M | $26M | $19M | $21M | $15M | $15M | $14M | $12M | $16M | $15M | $15M | $15M | · | $15M | $17M | |
| Accrued Liabilities | $230M | $204M | $220M | $207M | $205M | $187M | $200M | $199M | $182M | $168M | $173M | $171M | $167M | · | $170M | $158M | |
| Current Liabilities | $260M | $228M | $250M | $230M | $235M | $204M | $217M | $213M | $201M | $184M | $188M | $186M | $188M | · | $186M | $176M | |
| Capital Leases | $21M | $21M | $19M | $19M | $20M | $20M | $21M | $23M | $22M | $23M | $23M | $25M | $23M | · | $26M | $25M | |
| Total Liabilities | $281M | $249M | $269M | $249M | $255M | $224M | $238M | $236M | $222M | $207M | $211M | $212M | $211M | · | $213M | $202M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | |
| Retained Earnings | $1.05B | $1.01B | $982M | $958M | $930M | $903M | $877M | $853M | $829M | $808M | $788M | $771M | $751M | · | $713M | $697M | |
| Treasury Stock | $910M | $888M | $868M | $854M | $841M | $832M | $823M | $813M | $803M | · | $785M | $775M | $766M | · | $730M | $707M | |
| Stockholders' Equity | $409M | $394M | $376M | $363M | $343M | $322M | $301M | $283M | $264M | $248M | $234M | $223M | $207M | $202M | $195M | $198M | |
| Liabilities + Equity | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Shares Outstanding | 50,596,284 | 50,909,297 | 51,143,561 | 51,293,374 | 51,325,363 | 51,359,544 | 51,367,173 | 17,135,160 | 17,123,561 | 51,386,688 | 17,099,318 | 17,119,483 | 17,113,915 | · | 17,180,180 | 17,314,186 |
キャッシュフロー 12
| 指標 | トレンド | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $8M | $8M | $8M | $8M | $8M | $7M | $8M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | |
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $950.0K | |
| Deferred Tax | $-340.0K | $6M | $-341.0K | $-349.0K | $-355.0K | $-4M | $-456.0K | $-370.0K | $-268.0K | $-2M | $-270.0K | $-325.0K | $-328.0K | $-907.0K | $-424.0K | $-238.0K | |
| Other Non-cash | $8M | · | · | · | $19M | · | · | · | $11M | · | · | · | $9M | · | · | · | |
| Operating Cash Flow | $50M | $29M | $46M | $25M | $55M | $23M | $42M | $22M | $40M | $15M | $29M | $18M | $37M | $13M | $30M | $10M | |
| CapEx | $7M | $9M | $11M | $10M | $15M | $9M | $10M | $10M | $8M | $10M | $7M | $7M | $5M | $7M | $6M | $5M | |
| Investing Cash Flow | $-7M | $-9M | $-11M | $-10M | $-15M | $-9M | $-10M | $-10M | $-8M | $-10M | $-7M | $-7M | $-5M | $-7M | $-6M | $-5M | |
| Stock Repurchased | $22M | $20M | $14M | $13M | $10M | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $18M | $19M | $23M | $26M | |
| Net Stock Activity | $-22M | · | · | · | $-10M | · | · | · | $-10M | · | · | · | $-18M | · | · | · | |
| Financing Cash Flow | $-20M | $-17M | $-13M | $-10M | $-8M | $-7M | $-8M | $-6M | $-6M | $-7M | $-7M | $-6M | $-16M | $-12M | $-22M | $-23M | |
| Net Change in Cash | $23M | $3M | $23M | $5M | $31M | $8M | $25M | $6M | $26M | $-1M | $15M | $5M | $15M | $-7M | $2M | $-19M | |
| Free Cash Flow | $43M | · | · | · | $40M | · | · | · | $33M | · | · | · | $32M | · | · | · |
収益性 6
| 指標 | トレンド | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.1% | · | 23.3% | 24.3% | 24.2% | · | 23.2% | 22.6% | 22.7% | · | 20.8% | 22.6% | 22.0% | · | 22.5% | 20.3% | |
| Net Margin | 12.4% | · | 10.3% | 11.6% | 11.6% | · | 10.4% | 10.4% | 10.2% | · | 8.5% | 10.2% | 10.4% | · | 9.4% | 8.3% | |
| Pretax Margin | 16.7% | · | 13.7% | 15.0% | 15.0% | · | 13.5% | 12.8% | 13.2% | · | 11.1% | 12.6% | 13.4% | · | 12.4% | 10.4% | |
| EBITDA Margin | 3.4% | · | · | · | 3.2% | · | · | · | 3.2% | · | · | · | 3.4% | · | · | · | |
| ROA | 5.0% | · | 4.1% | 4.9% | 5.0% | · | 4.8% | 4.9% | 4.8% | · | 4.0% | 4.8% | 4.8% | · | 4.0% | 3.5% | |
| ROE | 8.6% | · | 7.1% | 8.6% | 9.0% | · | 8.9% | 9.3% | 9.2% | · | 8.0% | 9.5% | 9.6% | · | 8.2% | 7.0% |
流動性と支払能力 2
| 指標 | トレンド | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | · | 1.9 | 1.9 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 1.6 | 1.5 | 1.4 | · | 1.4 | 1.4 | |
| Quick Ratio | 1.4 | · | 1.3 | 1.4 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.1 | 1.0 | 0.9 | · | 0.9 | 0.9 |
効率性 2
| 指標 | トレンド | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | |
| Receivables Turnover | 2.4 | · | 2.3 | 2.3 | 2.4 | · | 2.3 | 2.4 | 2.3 | · | 2.3 | 2.3 | 2.3 | · | 2.4 | 2.3 |
バリュエーション（TTM） 10
| 指標 | トレンド | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $970M | · | $938M | $927M | $899M | · | $871M | $846M | $817M | · | $774M | $751M | $733M | · | $704M | $690M | |
| Net Income TTM | $112M | · | $103M | $102M | $96M | · | $88M | $82M | $78M | · | $75M | $75M | $69M | · | $68M | $65M | |
| Market Cap | $3.16B | · | $3.46B | $3.97B | $5.28B | · | $5.72B | $1.87B | $1.45B | · | $1.41B | $1.12B | $1.10B | · | $832M | $799M | |
| P/E | 28.9 | · | 34.0 | 39.3 | 55.6 | · | 45.4 | 47.0 | 28.1 | · | 22.5 | 15.3 | 16.2 | · | 12.7 | 12.7 | |
| P/S | 3.3 | · | 3.7 | 4.3 | 5.9 | · | 6.6 | 2.2 | 1.8 | · | 1.8 | 1.5 | 1.5 | · | 1.2 | 1.2 | |
| P/B | 7.7 | · | 9.2 | 10.9 | 15.4 | · | 19.0 | 6.6 | 5.5 | · | 6.0 | 5.0 | 5.3 | · | 4.3 | 4.0 | |
| P / Tangible Book | 8.5 | · | 10.2 | 12.2 | 17.3 | · | 21.7 | 7.6 | 6.4 | · | 7.2 | 6.1 | 6.5 | · | 5.3 | 5.0 | |
| P / Cash Flow | 63.4 | · | · | · | 95.9 | · | · | · | 35.9 | · | · | · | 30.1 | · | · | · | |
| P / FCF | 73.4 | · | · | · | 133.4 | · | · | · | 44.3 | · | · | · | 35.0 | · | · | · | |
| Earnings Yield | 3.5% | · | 2.9% | 2.5% | 1.8% | · | 2.2% | 2.1% | 3.6% | · | 4.4% | 6.5% | 6.2% | · | 7.9% | 7.8% |
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
損益計算書
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| 収益 | $959M | $896M | $795M | $719M | $646M |
| 粗利益率 % | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% |
| 純利益 | $110M | $95M | $76M | $66M | $66M |
| 希薄化後EPS | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 |
貸借対照表
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| 流動比率 | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 |
| クイックレシオ | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 |
キャッシュフロー
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $110M | $92M | $70M | $56M | $37M |
最新ニュース この会社に言及した最近の見出し
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機関投資家（13F） 303 提出者 · $944.5M合計 · 時点 2026年6月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
機関投資家の動向 — Q2 2026 対 前四半期
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 45 (-2 前期比) | 29 (-13 前期比) | 114 (+1 前期比) | 72 (-8 前期比) | +3.4M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $107,526,648 | 1,719,876 | 11.38% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $95,626,216 | 1,529,530 | 10.12% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $81,169,841 | 1,298,302 | 8.59% | 株式数 |
| STATE STREET CORP | $80,603,722 | 1,289,247 | 8.53% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $67,640,638 | 1,081,904 | 7.16% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $56,296,163 | 900,285 | 5.96% | 株式数 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $49,371,919 | 789,698 | 5.23% | 株式数 |
| Owls Nest Partners IA, LLC | $25,487,591 | 407,671 | 2.70% | 株式数 |
| ALGERT GLOBAL LLC | $23,971,356 | 383,419 | 2.54% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19,559,069 | 312,845 | 2.07% | 株式数 |
| Boston Trust Walden Corp | $14,594,669 | 233,440 | 1.55% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $13,710,073 | 219,291 | 1.45% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $13,250,864 | 211,946 | 1.40% | 株式数 |
| PRINCIPAL FINANCIAL GROUP INC | $11,237,032 | 179,735 | 1.19% | 株式数 |
| TWO SIGMA INVESTMENTS, LP | $9,090,971 | 145,409 | 0.96% | 株式数 |
| NORGES BANK | $8,652,768 | 138,400 | 0.92% | 株式数 |
| Rockefeller Capital Management L.P. | $8,652,268 | 138,392 | 0.92% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8,174,052 | 130,743 | 0.87% | 株式数 |
| GOLDMAN SACHS GROUP INC | $7,872,393 | 125,918 | 0.83% | 株式数 |
| Grantham, Mayo, Van Otterloo & Co. LLC | $7,253,695 | 116,022 | 0.77% | 株式数 |
| Public Sector Pension Investment Board | $6,693,829 | 107,067 | 0.71% | 株式数 |
| Quantinno Capital Management LP | $6,610,365 | 105,732 | 0.70% | 株式数 |
| Granahan Investment Management, LLC | $6,600,174 | 105,569 | 0.70% | 株式数 |
| ENVESTNET ASSET MANAGEMENT INC | $6,381,416 | 102,070 | 0.68% | 株式数 |
| Assenagon Asset Management S.A. | $6,374,039 | 101,952 | 0.67% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $6,302,329 | 100,805 | 0.67% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $6,176,851 | 98,798 | 0.65% | 株式数 |
| Cubist Systematic Strategies, LLC | $5,279,083 | 68,188 | 0.56% | 株式数 |
| Bank of New York Mellon Corp | $5,266,372 | 84,235 | 0.56% | 株式数 |
| West Coast Financial LLC | $4,984,009 | 44,512 | 0.53% | 株式数 |
| RHUMBLINE ADVISERS | $4,969,504 | 79,487 | 0.53% | 株式数 |
| Qube Research & Technologies Ltd | $4,960,462 | 79,342 | 0.53% | 株式数 |
| ALLIANCEBERNSTEIN L.P. | $4,790,619 | 87,660 | 0.51% | 株式数 |
| BNP PARIBAS FINANCIAL MARKETS | $4,619,790 | 73,893 | 0.49% | 株式数 |
| Point72 Asset Management, L.P. | $4,138,136 | 66,189 | 0.44% | 株式数 |
| Voleon Capital Management LP | $4,119,630 | 65,893 | 0.44% | 株式数 |
| BlackRock, Inc. | $3,974,584 | 63,573 | 0.42% | 株式数 |
| Edgestream Partners, L.P. | $3,900,373 | 62,386 | 0.41% | 株式数 |
| REGIONS FINANCIAL CORP | $3,848,544 | 61,557 | 0.41% | 株式数 |
| Callan Family Office, LLC | $3,832,789 | 61,305 | 0.41% | 株式数 |
| Swiss National Bank | $3,532,380 | 56,500 | 0.37% | 株式数 |
| CHATHAM CAPITAL GROUP, INC. | $3,466,734 | 55,450 | 0.37% | 株式数 |
| PRUDENTIAL FINANCIAL INC | $3,436,037 | 54,959 | 0.36% | 株式数 |
| Walleye Capital LLC | $3,308,246 | 52,915 | 0.35% | 株式数 |
| AMERIPRISE FINANCIAL INC | $3,222,843 | 51,549 | 0.34% | 株式数 |
| Corient Private Wealth LP | $3,183,083 | 50,913 | 0.34% | 株式数 |
| Legal & General Group Plc | $2,978,891 | 47,647 | 0.32% | 株式数 |
| VICTORY CAPITAL MANAGEMENT INC | $2,550,691 | 40,798 | 0.27% | 株式数 |
| XTX Topco Ltd | $2,485,733 | 39,759 | 0.26% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $2,090,919 | 33,444 | 0.22% | 株式数 |
| &PARTNERS | $1,988,073 | 31,780 | 0.21% | 株式数 |
| Nebula Research & Development LLC | $1,987,046 | 19,333 | 0.21% | 株式数 |
| NewEdge Wealth, LLC | $1,956,126 | 31,288 | 0.21% | 株式数 |
| Vestmark Advisory Solutions, Inc. | $1,943,622 | 31,088 | 0.21% | 株式数 |
| IEQ CAPITAL, LLC | $1,862,033 | 29,783 | 0.20% | 株式数 |
| Engineers Gate Manager LP | $1,832,274 | 29,307 | 0.19% | 株式数 |
| WELLS FARGO & COMPANY/MN | $1,753,749 | 28,051 | 0.19% | 株式数 |
| UBS Group AG | $1,677,849 | 26,837 | 0.18% | 株式数 |
| MARSHALL WACE, LLP | $1,595,322 | 25,517 | 0.17% | 株式数 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1,593,048 | 29,150 | 0.17% | 株式数 |
| VANGUARD ASSET MANAGEMENT, Ltd | $1,574,691 | 25,187 | 0.17% | 株式数 |
| Mariner, LLC | $1,545,754 | 24,725 | 0.16% | 株式数 |
| OP Asset Management Ltd | $1,517,736 | 24,276 | 0.16% | 株式数 |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1,516,985 | 24,264 | 0.16% | 株式数 |
| D. E. Shaw & Co., Inc. | $1,448,964 | 23,176 | 0.15% | 株式数 |
| LYELL WEALTH MANAGEMENT, LP | $1,434,709 | 22,948 | 0.15% | 株式数 |
| WINTON GROUP Ltd | $1,423,705 | 22,772 | 0.15% | 株式数 |
| FIFTH THIRD BANCORP | $1,418,015 | 22,681 | 0.15% | 株式数 |
| Brevan Howard Capital Management LP | $1,365,812 | 21,846 | 0.14% | 株式数 |
| BOOTHBAY FUND MANAGEMENT, LLC | $1,214,388 | 19,424 | 0.13% | 株式数 |
| MERCER GLOBAL ADVISORS INC /ADV | $1,190,733 | 19,046 | 0.13% | 株式数 |
| Y-Intercept (Hong Kong) Ltd | $1,188,130 | 19,004 | 0.13% | 株式数 |
| LPL Financial LLC | $1,161,372 | 18,576 | 0.12% | 株式数 |
| CAXTON ASSOCIATES LLP | $1,152,306 | 18,431 | 0.12% | 株式数 |
| Bridgewater Associates, LP | $1,151,743 | 18,422 | 0.12% | 株式数 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1,151,556 | 18,419 | 0.12% | 株式数 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1,119,108 | 17,900 | 0.12% | 株式数 |
| ARGENT CAPITAL MANAGEMENT LLC | $1,107,917 | 17,721 | 0.12% | 株式数 |
| OneDigital Investment Advisors LLC | $1,101,352 | 17,616 | 0.12% | 株式数 |
| Linden Thomas Advisory Services, LLC | $1,085,910 | 17,369 | 0.11% | 株式数 |
| CANADA PENSION PLAN INVESTMENT BOARD | $1,081,596 | 17,300 | 0.11% | 株式数 |
| MetLife Investment Management, LLC | $1,077,282 | 17,231 | 0.11% | 株式数 |
| Balyasny Asset Management L.P. | $1,062,215 | 16,990 | 0.11% | 株式数 |
| Elo Mutual Pension Insurance Co | $1,042,834 | 16,680 | 0.11% | 株式数 |
| Illinois Municipal Retirement Fund | $1,038,645 | 16,613 | 0.11% | 株式数 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1,037,081 | 16,588 | 0.11% | 株式数 |
| Freestone Grove Partners LP | $1,020,451 | 16,322 | 0.11% | 株式数 |
| Horizon Investments, LLC | $978,313 | 15,648 | 0.10% | 株式数 |
| TWO SIGMA ADVISERS, LP | $950,087 | 14,040 | 0.10% | 株式数 |
| Susquehanna Portfolio Strategies, LLC | $937,550 | 14,996 | 0.10% | 株式数 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $931,173 | 14,894 | 0.10% | 株式数 |
| Atria Investments, Inc | $899,038 | 14,380 | 0.10% | 株式数 |
| State of Wyoming | $890,660 | 14,246 | 0.09% | 株式数 |
| CITIGROUP INC | $888,909 | 14,218 | 0.09% | 株式数 |
| Squarepoint Ops LLC | $875,280 | 14,000 | 0.09% | 株式数 |
| Louisiana State Employees Retirement System | $856,524 | 13,700 | 0.09% | 株式数 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $850,710 | 13,607 | 0.09% | 株式数 |
| Blackstone Inc. | $830,891 | 13,290 | 0.09% | 株式数 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $799,229 | 22,199 | 0.08% | 株式数 |
| Vanguard Global Advisers, LLC | $775,748 | 12,408 | 0.08% | 株式数 |
企業インサイダー 22 人のインサイダー · 8人の役員 · 2人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Sarah A. Scott | CEO and President | 2026年7月1日 A | — | 0 | 0 | $0 |
| Brandon O'Brien | Chief Financial Officer | 2024年8月2日 M | 7,502 | 0 | 0 | $0 |
| Richard J Schweppe | Chief Financial Officer | 2017年12月27日 M | 1,206 | 0 | 0 | $0 |
| Mark E. Bertels | EVP - Risk Management Services | 2026年7月29日 M | 2,909 | 0 | 0 | $0 |
| Maxim Shishin | Chief Information Officer | 2026年6月12日 M | 7,050 | 0 | 1 | $-136,328 |
| Jennifer Yoss | Vice President of Accounting | 2026年5月26日 M | 2,173 | 0 | 1 | $-58,458 |
| Gordon V Clemons | Chairman of the Board | 2024年12月2日 S | 241,584 | 0 | 0 | $0 |
| Diane Blaha | Sr. VP of Sales & Account Mgmt | 2014年8月4日 A | — | 0 | 0 | $0 |
| Jean Macino | 取締役 | 2014年8月4日 A | — | 0 | 0 | $0 |
| Joanna M. Burkey | — | 2026年8月6日 A | — | 0 | 0 | $0 |
| Michael G Combs | — | 2026年8月6日 A | 12,322 | 0 | 3 | $-878,246 |
| Alan Hoops | — | 2026年8月6日 A | 33,192 | 0 | 0 | $0 |
| Judd R Jessup | — | 2026年8月6日 A | 118,645 | 0 | 3 | $-807,865 |
| Steven J Hamerslag | — | 2026年8月6日 A | 287,000 | 0 | 2 | $-955,800 |
| MICHAEL JEFFREY J | — | 2026年8月6日 A | 559,721 | 0 | 1 | $-548,820 |
| Brian S. Nichols | — | 2026年8月4日 M | 10 | 0 | 0 | $0 |
| CORSTAR HOLDINGS INC | — | 2025年9月8日 S | 18,742,108 | 0 | 2 | $-9,956,200 |
| Donald C Mcfarlane | — | 2015年2月26日 M | 4,060 | 0 | 0 | $0 |
| Scott R Mccloud | — | 2014年5月8日 A | 12,758 | 0 | 0 | $0 |
| Daniel J Starck | — | 2012年2月16日 S | 25,768 | 0 | 0 | $0 |
| Edwin Hendrick | — | 2006年11月7日 A | — | 0 | 0 | $0 |
| Peter E Flynn | — | 2004年8月20日 S | 11,000 | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー；純額＝公開市場のP/Sのみ
ETF保有状況 65のETFが保有
ウェイトは直接株式保有（N-PORT）のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| PSCH · Invesco Exchange-Traded Fund Trust … | 0.99% | 27,081 SH | 2026年8月8日 | 日次 |
| AMID · EA Series Trust | 0.86% | 14,545 NS | 2026年5月29日 | N-PORT |
| SCOW · Pacer Funds Trust | 0.75% | 201 NS | 2026年4月30日 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0.50% | 25,922 SH | 2026年8月8日 | 日次 |
| IHF · iShares Trust | 0.29% | 57,979 SH | 2026年8月8日 | 日次 |
| VFQY · VANGUARD WELLINGTON FUND | 0.18% | 14,006 SH | 2026年8月8日 | 日次 |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 13,907 NS | 2026年4月30日 | N-PORT |
| IJT · iShares Trust | 0.14% | 180,185 SH | 2026年8月8日 | 日次 |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.13% | 23,027 SH | 2026年8月8日 | 日次 |
| QIDX · Spinnaker ETF Series | 0.13% | 878 NS | 2026年4月30日 | N-PORT |
| XJR · iShares Trust | 0.12% | 3,701 SH | 2026年8月8日 | 日次 |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.12% | 5,029 SH | 2026年8月8日 | 日次 |
| IWO · iShares Trust | 0.11% | 268,952 SH | 2026年8月8日 | 日次 |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.11% | 109,200 SH | 2026年8月8日 | 日次 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.11% | 31,693 SH | 2026年8月8日 | 日次 |
| IJR · iShares Trust | 0.11% | 1,904,732 SH | 2026年8月8日 | 日次 |
| SAA · ProShares Trust | 0.09% | 372 NS | 2026年5月31日 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.08% | 25,160 SH | 2026年8月8日 | 日次 |
| IJS · iShares Trust | 0.08% | 106,065 SH | 2026年8月8日 | 日次 |
| ROSC · Lattice Strategies Trust | 0.08% | 756 NS | 2026年4月30日 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.07% | 1,013 NS | 2026年4月30日 | N-PORT |
| ESML · iShares Trust | 0.07% | 30,993 SH | 2026年8月8日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.06% | 150,735 NS | 2026年4月30日 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.06% | 20,197 SH | 2026年8月8日 | 日次 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.06% | 169,983 SH | 2026年8月8日 | 日次 |
| ISCG · iShares Trust | 0.06% | 9,412 SH | 2026年8月8日 | 日次 |
| IWM · iShares Trust | 0.06% | 748,933 SH | 2026年8月8日 | 日次 |
| GSSC · Goldman Sachs ETF Trust | 0.05% | 8,563 NS | 2026年5月31日 | N-PORT |
| RSSL · Global X Funds | 0.05% | 12,576 NS | 2026年4月30日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.05% | 23,094 SH | 2026年8月8日 | 日次 |
| VBK · VANGUARD INDEX FUNDS | 0.05% | 370,536 SH | 2026年8月8日 | 日次 |
| ITWO · ProShares Trust | 0.05% | 1,370 NS | 2026年5月31日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.04% | 150,140 NS | 2026年5月31日 | N-PORT |
| TEXN · iShares Trust | 0.03% | 92 SH | 2026年8月8日 | 日次 |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.03% | 11,950 NS | 2026年4月30日 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0.03% | 84,683 SH | 2026年8月8日 | 日次 |
| ISCB · iShares Trust | 0.03% | 1,354 SH | 2026年8月8日 | 日次 |
| FHLC · FIDELITY COVINGTON TRUST | 0.03% | 14,092 NS | 2026年4月30日 | N-PORT |
| UWM · ProShares Trust | 0.03% | 1,072 NS | 2026年5月31日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.02% | 10,640 NS | 2026年5月31日 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 1,070 SH | 2026年8月8日 | 日次 |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 358,654 SH | 2026年8月8日 | 日次 |
| VB · VANGUARD INDEX FUNDS | 0.02% | 640,211 SH | 2026年8月8日 | 日次 |
| URTY · ProShares Trust | 0.02% | 1,085 NS | 2026年5月31日 | N-PORT |
| WSML · iShares Trust | 0.02% | 1,706 SH | 2026年8月8日 | 日次 |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0.01% | 432 NS | 2026年5月31日 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 18,119 NS | 2026年5月31日 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.01% | 750 NS | 2026年5月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 663 NS | 2026年4月30日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 1,096 NS | 2026年5月31日 | N-PORT |