ES Eversource Energy (D/B/A) Common Stock

NYSE · Utilities · SEC EDGAR で表示 ↗
$72.70
株価 · 8月 18, 2026
ファンダメンタルズ(時点) 8月 3, 2026

Eversource Energy (D/B/A) Common Stock について Wikipediaからの企業概要

Eversource Energy is a publicly traded, Fortune 500 energy company headquartered in Springfield, Massachusetts with additional corporate offices in Hartford, Connecticut, and Boston, Massachusetts, with several regulated subsidiaries offering retail electricity, natural gas service and water service to approximately 4 million customers in Connecticut, Massachusetts, and New Hampshire.

続きを読む

Eversource Energy is a publicly traded, Fortune 500 energy company headquartered in Springfield, Massachusetts with additional corporate offices in Hartford, Connecticut, and Boston, Massachusetts, with several regulated subsidiaries offering retail electricity, natural gas service and water service to approximately 4 million customers in Connecticut, Massachusetts, and New Hampshire.

Following its 2012 merger with Boston-based NSTAR, Northeast Utilities had more than 4,270 circuit miles of electric transmission lines, 72,000 pole miles of distribution lines, and 6,459 miles of natural gas pipeline in New England.

Through predecessors New England Gas & Electric System and Commonwealth Energy Systems, Eversource is the direct legal successor of the Associated Gas & Electric System, a labyrinthine trust corporation based in Massachusetts controlling over a hundred regional gas, electric, railroad and other utility monopolies across the United States, and as distant as Manila. On February 2, 2015, this company and all its subsidiaries rebranded themselves as "Eversource Energy". The stock symbol changed on February 19, 2015, from "NU" to "ES".

Corporate structure

Before its rebranding, the company operated six main subsidiaries: Connecticut Light and Power (CL&P), Public Service Company of New Hampshire (PSNH), Western Massachusetts Electric Company (WMECO), Yankee Gas Services Company (Yankee Gas), NSTAR Electric, and NSTAR Gas. NSTAR itself was the product of corporate mergers, and included the former Boston Edison Company, Cambridge Electric Light Company, Commonwealth Electric Company, Commonwealth Gas, and Cambridge Gas Company. All now currently operate under the Eversource name.

Eversource remains Connecticut's largest electric utility, serving more than 1.2 million residential, municipal, commercial and industrial customers in approximately 149 cities and towns.

Eversource is also New Hampshire's largest electric utility, serving over 500,000 customers, including homes and businesses, in 211 cities and towns throughout the state.

Furthermore, Eversource is a major energy distributor to 1.7 million customers across Massachusetts, including over 1.4 million electric customers in 140 communities and over 600,000 natural gas customers in 125 communities.

History

The Rocky River Power Company, formed in 1905 by J. Henry Roraback, became the Connecticut Light and Power Company in 1917. Eversource predecessor Northeast Utilities (NU) was formed on July 1, 1966, under CEO Lelan Sillin, with the merger of the Connecticut Light and Power Company (CL&P, formed in 1917), Western Massachusetts Electric Company (WMECO, formed in 1886), and the Hartford Electric Light Company (HELCO, formed in 1878) under a single parent company, creating the first new multi-state public utility holding company since the enactment of the Public Utility Holding Company Act of 1935. In 1967, Holyoke Water Power Company (HWP) (formed in 1859) joined the NU System. Public Service Company of New Hampshire (PSNH, formed in 1926), a private company at the time, declared bankruptcy in January 1988 due to problems obtaining a license for the completed Seabrook Nuclear Power Plant. and in 1992 was merged into Northeast Utilities.

In 1999, Con Edison and Northeast Utilities entered negotiations that would have created one of the largest utilities in the United States. However, Con Edison backed out of the merger in 2001 after Connecticut's Attorney General Richard Blumenthal threatened lawsuits to block it.

Legislation passed in the late 1990s deregulated the electricity market in New England and required regulated utilities to divest generating stations to competitive suppliers. In 1999 the company divested all of the generating assets of WMECO and CL&P per requirements of the Massachusetts and Connecticut legislation. The company retained some of these assets by transferring them to a new subsidiary called Northeast Generation which functioned as a competitive supplier and sold the other assets entirely: WMECO's West Springfield Generating Station and several related hydroelectric and fossil fuel generating units were sold to Con Edison, while other assets (most notably the Northfield Mountain hydroelectric facility) were transferred to Northeast Generation.

In 2001, NU sold the assets and operations of its subsidiary, the Holyoke Water Power Company, to the City of Holyoke including the HWP electrical distribution system and customer base and all generation with the exception of the Mt. Tom coal-fired power plant which NU retained. The city's municipal gas and electric department assumed responsibility for the generators and absorbed the HWP distribution customer base. Between 2000 and 2002 due to state laws, NU divested WMECO, CL&P, and PSNH's nuclear generating assets which consisted of their stakes in the Seabrook, Millstone, and Vermont Yankee stations.

In November 2005, the company announced it would sell its unregulated competitive businesses, including generation and energy services. In November 2006 the company had essentially completed the divestiture of its competitive businesses.

In 2006, NU decided to sell the generating units it had earlier retained in the 1999 divestiture as competitive suppliers and shut down its competitive generation business units. The Northeast Generation assets, including Mount Tom Station and Northfield Mountain, were all sold to Energy Capital Partners. PSNH continued to operate regulated hydroelectric and fossil fuel generation assets to serve its default/basic service customers who did not choose an alternative competitive supplier.

In October 2010, Northeast Utilities announced that it would merge with NSTAR, the major electric and gas provider in Greater Boston, with the resulting company retaining the Northeast Utilities name for the next several years. After government approvals, the deal closed in April 2012.

In 2015, the company (now known as Eversource) agreed to sell all of its New Hampshire generation assets in the same manner it sold its assets in Massachusetts and Connecticut between 2000 and 2006. The sale of the New Hampshire generation fleet was approved by the state's Public Utilities Commission on November 29, 2017, and completed on January 10, 2018.

In June 2017, Eversource announced its merger with Aquarion Water Company for $1.675 billion. Aquarion would become a fully owned subsidiary and retain its own name, adding 300 employees and 230,000 customers in Connecticut, Massachusetts, and New Hampshire. In December 2017, the merger was completed after government approval.

In 2016, Eversource started joint ventures for wind farm developments with Ørsted. In 2023, Eversource announced it would sell off its equity in these projects (Bay State Wind, South Fork Wind, Revolution Wind, and Sunrise Wind) at an expected loss of $200 million.

Infrastructure

Eversource Energy has participated in a number of projects to maintain the reliability of the power grid in southwest Connecticut. The first project was construction of the $350 million 345 kilovolt Bethel–Norwalk transmission line through the western part of the state, and was constructed entirely by the company when it was still known as Northeast Utilities.

With United Illuminating, an upgrade to the 69-mile (112 km), 345 kilovolt Middletown-Norwalk transmission line was energized in 2009 at a cost of $900 million.

In 2013, the Greater Springfield Reliability Project, a component of the ongoing New England East-West Solution, was energized at a cost of $795 million. The project addressed numerous reliability issues with the Springfield, MA area's 115 kV transmission system by constructing two new 345 kV lines to the Agawam substation; one line north to Ludlow and the other south to North Bloomfield, Connecticut.

The new 345 kV corridor added a new strong interface between Massachusetts and Connecticut. The project also involved rebuilding all of the 115 kV lines along the transmission corridor between South Agawam and Ludlow to increase their capacities, building a new 115 kV transmission substation in East Springfield (Cadwell), replacing the Fairmont 115 kV transmission substation in Chicopee with a new substation across the street, and configuring a new 115 kV line from South Agawam to Southwick using a combination of both new and old line segments of the former 115 kV path between Agawam and North Bloomfield. The new Cadwell and Fairmont switching stations allowed a number of three-terminal 115 kV lines to be broken up into two-terminal lines. Finally, the project allowed a problematic underground 115 kV transmission path through the city of Springfield that was vulnerable to thermal overloads to be removed from service by breaking it in half at the middle. The underground lines now function solely to supply the distribution load served out of the Breckwood substation in Springfield. A previously proposed costly project that would have replaced the underground cables is no longer necessary. On November 20, 2013, cutover of 115 kV lines to the new Fairmont Switching Station was complete, marking substantial completion of the GSRP.

Eversource has taken action to support the use of electric vehicles. Starting in 2018, the company began spending $45 million over five years to install over 400 electric vehicle charging stations in Massachusetts. The project is part of the company's Grid Modernization plan. The company has switched much of its power source from coal to natural gas, wind, hydroelectricity and solar power.

HVDC transmission ("Northern Pass" Project)

As Northeast Utilities, the company signed on a joint venture with Hydro-Québec and NSTAR to build a new high-voltage direct current (HVDC) line from Windsor, Quebec (connecting with the Quebec grid) to a location in Franklin, New Hampshire. It was projected that the line would either run in an existing right-of-way adjacent to the HVDC line that runs through New Hampshire, or it would connect to a right-of-way in northern New Hampshire that would run through the White Mountains. This 180- to 190-mile line, projected to carry 1,200 megawatts, would have carried electricity to approximately one million homes. The issue of buying hydropower from Hydro-Québec had been an issue during the Massachusetts gubernatorial election of 2010. In November 2015, the Sierra Club of New Hampshire also expressed opposition for the new line, saying that it would not only benefit Connecticut and Massachusetts residents more than those in New Hampshire, but also the concern of the flooding of boreal forests during the construction of Hydro-Québec's dams in northern Quebec, disputes with the Innu First Nations, and the effects of tourism and the environment within the White Mountain National Forest.

On January 25, 2018, Massachusetts Governor Baker selected this "Northern Pass Transmission" (NPT) project as the winner for a clean energy procurement RFP.

However, days later on February 1, 2018, the New Hampshire Site Evaluation Committee voted unanimously to deny Eversource's controversial Northern Pass project a permit, leaving the future of the project, and $1.6 billion of Eversource's Transmission Rate Base Growth Projections in doubt.

On July 26, 2019, Eversource Energy announced that it was giving up Northern Pass after the New Hampshire Supreme Court rejected its appeal and sided with the SEC.

Controversy

After Eversource reported an 80 percent rise in electric transmission profits in Q2 2015, the Federal Energy Regulatory Commission (FERC) previously investigated the utility for having transmission rates that appear to be “unjust, unreasonable and unduly discriminatory or preferential”.

Political Connections

Also in 2015, Eversource fought the rooftop solar industry and supported anti-solar policies. In Massachusetts, they staffed the State House with lobbyists in order to end legislation promoting growth of the solar industry. During the 2015 legislative session in New Hampshire, Eversource opposed an increase to the state's solar net metering cap. New Hampshire's cap is lower than all neighboring states.

Eversource disclosed on its website politically related organization expenditures of $110,000 to the Democratic Governors Association in 2016, and payments made to trade associations that were used for lobbying or other political activities in excess of $135,000.

Rate hikes and solar charges

In Massachusetts, Attorney General Maura Healey testified in March, 2017 before the DPU urging it to deny Eversource's proposed $300 million rate increase. In her testimony, she challenged the need for Eversource's rate increase, noting NSTAR's and WMECo's high returns over the last few years. Referencing NSTAR's 2015 return of more than 13 percent, Attorney General Healey told the DPU that “[l]ast year, no state public utility commission in the country allowed a return that high.” Between 2010 and 2015, Eversource's shareholders of common stock received a cumulative total return (including quarterly dividends and the change in the market price per share) of 89 percent.

On November 30, 2017, the Massachusetts Department of Public Utilities on Thursday approved a much-reduced rate hike for Eversource Energy that will allow it to charge its Massachusetts electric customers tens of millions of dollars more a year. On December 20, 2017, Attorney General Maura Healey appealed the DPU ruling in the Eversource rate case, specifically the DPU's approval of a costly 10 percent shareholder return, one of the highest rates allowed by an electric distribution company regulator in the last five years.

On January 30, 2018, Massachusetts Rep. Thomas Golden and Sen. Michael Barrett held an Oversight Hearing on the DPU's decision to approve Eversource's proposal to include a demand charge as part of a monthly minimum reliability contribution on net metering customers. Rep. Golden accused the utility of purposefully making the new charges "as confusing as possible." He said, "Let me tell you something gentlemen, I'm not happy how this was rolled out. I'm not happy with the lack of information my office has received." Golden, co-chairman of the Committee on Telecommunications, Utilities and Energy, helped write the 2016 law that permits utilities to levy a new minimum monthly charge, and he told Eversource executives they were making it "extremely, extremely difficult" for him to continue to support them in the policy.

Price manipulation controversy

In 2017, an environmental group accused Eversource and Avangrid of driving up electric, gas rates over several winters by buying up shipment capacity on a major pipeline that they ultimately did not use. The Environmental Defense Fund said both utilities routinely reserved big deliveries of natural gas on the Algonquin pipeline system for frigid days, but then sharply reduced those orders too late in the day for others to use that capacity. Those orders had the effect of driving up wholesale prices for natural gas during peak winter heating periods and in turn increasing the costs of electricity generated by gas-fired power plants. The two utilities “engaged in behavior that would tend to have the largest impact on prices,” said N. Jonathan Peress, a senior director at the New York-based environmental group. “That implies they knew their efforts would have some sort of pricing impact that would provide them with some commercial benefit.” Representatives for both utilities denied they did anything improper.

Massachusetts Attorney General Maura Healey reviewed the findings, and U.S. Senator Richard Blumenthal asked the Federal Energy Regulatory Commission to open an investigation on the matter, as both the Connecticut Public Utilities Regulatory Authority and the Massachusetts Public Utilities Department are launching inquiries of their own.

On Feb. 27, 2018, FERC announced their investigation “revealed no evidence of anticompetitive withholding of natural gas pipeline capacity on Algonquin Gas Transmission by New England shippers.” It said that following an extensive review Commission staff “determined that EDF’s study was flawed and led to incorrect conclusions about the alleged withholding.”

A class-action lawsuit filed on November 14, 2017, against Avangrid, Inc. and Eversource Energy claims the two companies caused electricity consumers to incur overcharges of $3.6 billion in a years-long scheme that impacted six states and affected 14.7 million people. The lawsuit states that 7.1 million retail electricity customers and an overall population of 14.7 million people have been affected by Eversource and Avangrid's “unique monopoly” spanning at least from 2013 to 2016. On June 10, 2019, the case was thrown out of court as the judge stated natural gas prices are federally regulated and could not be interfered with by the court.

出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗

Wikidata ↗

ES 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
$72.69
時価総額
$27.33B
P/E (TTM)
16.0
EPS(TTM)
$4.56
収益(TTM)
$13.55B
配当利回り
4.0%
ROE
10.7%
負債/自己資本
1.7
52週レンジ
$62 – $77

ES 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

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 $13.55B
10-point trend, +77.3%
2016-12-31 2025-12-31
EPS $4.56
10-point trend, +54.1%
2016-12-31 2025-12-31
フリーキャッシュフロー $-45M
10-point trend, -122.8%
2016-12-31 2025-12-31
利益率 12.6%

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
ES
競合中央値
P/E (TTM)
5-point trend, -42.5%
16.0
21.8
P/S (TTM) (株価売上高倍率(TTM))
5-point trend, -41.3%
2.0
1.9
P/B (株価純資産倍率)
5-point trend, -27.3%
1.7
1.7
EV / EBITDA (EV/EBITDA)
5-point trend, -33.4%
10.3
Price / FCF (株価FCF倍率)
5-point trend, -2068.9%
-606.1

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
ES
競合中央値
Operating Margin (営業利益率)
5-point trend, +9.2%
22.1%
Net Profit Margin (純利益率)
5-point trend, +0.8%
12.6%
13.3%
ROA
5-point trend, +6.2%
2.8%
2.6%
ROE
5-point trend, +26.0%
10.7%
9.5%

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
ES
競合中央値
Debt / Equity (負債資本倍率)
5-point trend, +39.9%
1.7
Current Ratio (流動比率)
5-point trend, +16.3%
0.7
0.7
Quick Ratio (クイックレシオ)
5-point trend, +14.8%
0.3

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
ES
競合中央値
Revenue YoY (収益(前年比))
5-point trend, +37.4%
13.8%
Revenue CAGR 3Y (収益(3年CAGR))
5-point trend, +37.4%
3.3%
Revenue CAGR 5Y (収益(5年CAGR))
5-point trend, +37.4%
8.8%
EPS YoY
5-point trend, +28.8%
100.9%
Net Income YoY (純利益(前年比))
5-point trend, +38.4%
107.5%

株当たり指標 EPS、一株当たり純資産、一株当たりキャッシュフロー、一株当たり配当

指標
5年トレンド
ES
競合中央値
EPS (Diluted) (EPS(希薄化後))
5-point trend, +28.8%
$4.56

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
ES
競合中央値
Payout Ratio (配当性向)
5-point trend, -2.0%
64.3%

配当金 利回り、配当性向、配当履歴、5年CAGR

配当利回り
4.0%
配当性向
64.3%
5年配当CAGR
権利落ち日金額
2026年5月18日$0.7880
2026年3月5日$0.7880
2025年12月17日$0.7530
2025年9月22日$0.7530
2025年5月15日$0.7530
2025年3月4日$0.7530
2024年12月18日$0.7150
2024年9月23日$0.7150
2024年5月15日$0.7150
2024年3月4日$0.7150
2023年12月15日$0.6750
2023年9月22日$0.6750
2023年5月17日$0.6750
2023年3月1日$0.6750
2022年12月15日$0.6380
2022年9月23日$0.6380
2022年5月18日$0.6380
2022年3月2日$0.6380
2021年12月16日$0.6030
2021年9月15日$0.6030

ES アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド

買い 26 アナリスト
  • 強い買い 5 19.2%
  • 買い 8 30.8%
  • 保有 10 38.5%
  • 売り 2 7.7%
  • 強い売り 1 3.8%

12ヶ月目標株価

13 アナリスト · 2026-08-14
中央値ターゲット $75.00 +3.2%
平均値ターゲット $73.77 +1.5%

決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日

平均サプライズ
-0.15%
期間 EPS Actual EPS 予想 サプライズ
2026年6月30日 $0.36 $0.92 -0.56%
2026年3月31日 $1.61 $1.65 -0.04%
2025年12月31日 $1.12 $1.15 -0.03%
2025年9月30日 $0.98 $1.16 -0.18%
2025年6月30日 $0.96 $0.98 -0.02%
2025年3月31日 $1.50 $1.56 -0.06%

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
ES $25.28B 14.8 13.8% 12.6% 10.7%
XEL $46.06B 21.6 9.4%
EXC $44.59B 15.3 5.3% 11.4% 9.9%
PCG $35.32B 13.6 2.1% 10.8% 8.6%
EIX $23.09B 5.2 9.8% 23.1% 26.9%
FE $25.87B 25.4 12.0% 6.8% 8.2%
PPL
NRG $30.32B 39.7 9.2% 2.8% 43.5%
EVRG 19.8 1.9% 14.3% 8.5%
LNT $16.72B 20.7 9.6% 18.6% 11.3%
PNW 17.6 4.2% 11.8% 9.2%

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 13
ESの年次損益計算書データ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +75.0% $13.55B $11.90B $11.91B $12.29B $9.86B $8.90B $8.53B $8.45B $7.75B $7.64B $7.95B $7.74B
Operating Expenses 12-point trend, +72.8% $10.56B $9.49B $9.51B $10.09B $7.87B $6.92B $6.94B $6.75B $5.86B $5.80B $6.19B $6.11B
Operating Income 12-point trend, +83.0% $2.99B $2.41B $2.40B $2.20B $1.99B $1.99B $1.59B $1.70B $1.89B $1.84B $1.76B $1.63B
Interest Expense 10-point trend, +136.2% · · $855M $678M $582M $538M $533M $499M $422M $401M $372M $362M
Interest Income 12-point trend, +1991.7% $126M $138M $94M $50M $26M $5M $13M $18M $8M $11M $7M $6M
Other Non-op 12-point trend, +1262.4% $253M $272M $254M $296M $136M $104M $120M $110M $100M $54M $28M $19M
Income Tax 12-point trend, -70.0% $140M $425M $160M $454M $344M $346M $273M $289M $579M $555M $540M $468M
Net Income 12-point trend, +105.5% $1.70B $819M $-435M $1.41B $1.23B $1.21B $917M $1.04B $996M $950M $886M $827M
EPS (Basic) 12-point trend, +76.1% $4.56 $2.27 $-1.27 $4.05 $3.55 $3.56 $2.83 $3.25 $3.11 $2.97 $2.77 $2.59
EPS (Diluted) 12-point trend, +76.7% $4.56 $2.27 $-1.26 $4.05 $3.54 $3.55 $2.81 $3.25 $3.11 $2.96 $2.76 $2.58
Shares (Basic) 12-point trend, +17.3% 370,852,601 357,482,965 349,580,638 346,783,444 343,972,926 338,836,147 321,416,086 317,370,369 317,411,097 317,650,180 317,336,881 316,136,748
Shares (Diluted) 12-point trend, +17.0% 371,259,264 357,779,408 349,840,481 347,246,768 344,631,056 339,847,062 322,941,636 317,993,934 318,031,580 318,454,239 318,432,687 317,417,414
EBITDA 12-point trend, +230.3% $5.39B $4.19B $3.22B $3.84B $3.33B $3.15B $2.67B $2.77B $2.78B $2.65B $1.76B $1.63B
貸借対照表 24
ESの年次貸借対照表データ
指標 トレンド 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +249.7% $135M $27M $54M $375M $67M $107M $15M $108M $38M $30M $24M $39M
Short-term Investments · · · · · · · · · · · $124M
Receivables 12-point trend, +115.7% $1.85B $1.65B $1.43B $1.52B $1.23B $1.20B $989M $994M $925M $847M $775M $856M
Prepaid Expense · · · · · $106M · · · · · ·
Other Current Assets 12-point trend, +56.0% $353M $315M $356M $383M $370M $252M $342M $261M $138M $215M $129M $226M
Current Assets 12-point trend, +88.6% $5.08B $5.08B $4.25B $4.22B $3.27B $3.13B $2.41B $2.29B $2.49B $2.48B $2.62B $2.69B
Goodwill 12-point trend, +20.3% $4.23B $3.57B $4.53B $4.52B $4.48B $4.45B $4.43B $4.43B $4.43B $3.52B $3.50B $3.52B
Other Non-current Assets 12-point trend, +219.5% $998M $812M $592M $541M $612M $584M $512M $398M $606M $522M $295M $312M
Total Assets 12-point trend, +114.5% $63.79B $59.59B $55.61B $53.23B $48.49B $46.10B $41.12B $38.24B $36.22B $32.05B $30.58B $29.74B
Accounts Payable 12-point trend, +114.2% $1.86B $1.74B $1.87B $2.11B $1.67B $1.37B $1.15B $1.12B $1.09B $885M $814M $868M
Current Liabilities 12-point trend, +149.1% $7.81B $6.72B $6.34B $6.80B $5.85B $4.92B $3.61B $4.11B $3.59B $3.64B $2.99B $3.13B
Capital Leases 7-point trend, -9.4% $37M $46M $44M $48M $37M $46M $41M · · · · ·
Deferred Tax 12-point trend, +26.4% $5.65B $5.41B $5.30B $5.07B $4.60B $4.10B $3.76B $3.51B $3.30B $5.61B $5.15B $4.47B
Other Non-current Liabilities 12-point trend, +26.0% $1.10B $774M $1.03B $888M $971M $949M $811M $730M $1.07B $853M $871M $874M
Long-term Debt 12-point trend, +220.7% $28.27B $26.70B $24.41B $21.04B $18.22B $16.18B $14.10B $13.09B $12.33B $9.60B $9.03B $8.81B
Total Debt 12-point trend, +219.3% $28.27B $26.70B $24.41B $21.04B $18.22B $16.18B $14.10B $13.09B $12.33B $9.60B $9.03B $8.85B
Common Stock 8-point trend, +7.3% · · · · $1.79B $1.79B $1.73B $1.67B $1.67B $1.67B $1.67B $1.67B
Paid-in Capital 12-point trend, +59.4% $9.94B $9.43B $8.46B $8.40B $8.10B $8.02B $7.09B $6.24B $6.24B $6.25B $6.26B $6.24B
Retained Earnings 12-point trend, +84.0% $4.50B $3.93B $4.14B $5.53B $5.01B $4.61B $4.18B $3.95B $3.56B $3.18B $2.80B $2.45B
Treasury Stock 12-point trend, +146.4% $139M $171M $196M $216M $251M $278M $299M $318M $318M $318M $310M $-300M
AOCI 12-point trend, +72.3% $-21M $-26M $-34M $-39M $-42M $-76M $-65M $-60M $-66M $-65M $-67M $-74M
Stockholders' Equity 12-point trend, +62.3% $16.20B $15.04B $14.17B $15.47B $14.60B $14.06B $12.63B $11.49B $11.09B $10.71B $10.35B $9.98B
Liabilities + Equity 12-point trend, +114.5% $63.79B $59.59B $55.61B $53.23B $48.49B $46.10B $41.12B $38.24B $36.22B $32.05B $30.58B $29.74B
Shares Outstanding 12-point trend, +18.4% 375,416,880 366,608,052 349,540,266 348,443,855 344,403,196 342,954,023 329,880,645 316,885,808 316,885,808 316,885,808 317,191,249 316,983,337
キャッシュフロー 15
ESの年次キャッシュフローデータ
指標 トレンド 202520242023202220212020201920182017201620152014
D&A 12-point trend, +284.5% $2.40B $1.78B $816M $1.64B $1.33B $1.16B $1.08B $1.07B $864M $787M $688M $625M
Deferred Tax 12-point trend, -93.8% $27M $436M $85M $347M $347M $257M $210M $175M $492M $466M $492M $443M
Other Non-cash 10-point trend, +36.0% $-18M $-872M $1.18B $-1.00B $-948M $-946M $-198M $-503M $-346M $-28M · ·
Operating Cash Flow 12-point trend, +149.0% $4.11B $2.16B $1.65B $2.40B $1.96B $1.68B $2.01B $1.83B $2.00B $2.21B $1.43B $1.65B
CapEx 12-point trend, +159.3% $4.16B $4.48B $4.34B $3.44B $3.18B $2.94B $2.91B $2.57B $2.35B $1.98B $1.72B $1.60B
Investing Cash Flow 12-point trend, -170.5% $-4.31B $-4.54B $-4.87B $-4.13B $-3.45B $-4.13B $-3.27B $-2.44B $-3.23B $-2.15B $-1.66B $-1.59B
Debt Issued 12-point trend, +305.8% $2.94B $4.50B $5.20B $4.04B $3.23B $2.76B $1.52B $2.20B $2.50B $800M $1.23B $725M
Net Debt Issued 12-point trend, +938.8% $1.54B $2.55B $3.19B $2.87B $2.09B $2.43B $719M $1.15B $1.75B $600M $1.01B $148M
Stock Issued 9-point trend, +465389000.00 $465M $989M $0 $197M $0 $929M $852M $0 $0 · · ·
Net Stock Activity 7-point trend, -45.4% $465M $989M $0 $197M $0 $929M $852M · · · · ·
Dividends Paid 12-point trend, +130.0% $1.09B $1.00B $919M $860M $805M $745M $663M $640M $602M $564M $530M $475M
Financing Cash Flow 12-point trend, +580.4% $312M $2.34B $2.87B $2.03B $1.44B $2.59B $1.17B $730M $1.21B $-18M $211M $-65M
Net Change in Cash 12-point trend, +2651.7% $119M $-39M $-355M $301M $-44M $148M $-92M $123M $-21M $39M $-15M $-5M
Taxes Paid 12-point trend, -114.5% $-48M $-70M $39M $78M $122M $49M $56M $159M $31M $-136M $10M $334M
Free Cash Flow 12-point trend, -242.1% $-45M $-2.32B $-2.69B $-1.04B $-1.21B $-1.26B $-902M $-739M $-343M $198M $-300M $32M
収益性 5
ESの年次収益性データ
指標 トレンド 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, +4.6% 22.1% 20.2% 20.1% 17.9% 20.2% 22.3% 18.6% 20.1% 24.7% 24.3% 22.2% 21.1%
Net Margin 12-point trend, +17.5% 12.6% 6.9% -3.6% 11.5% 12.4% 13.6% 10.8% 12.3% 12.8% 12.4% 11.1% 10.7%
EBITDA Margin 12-point trend, +88.8% 39.8% 35.2% 27.0% 31.3% 33.8% 35.4% 31.3% 32.8% 35.9% 34.6% 22.2% 21.1%
ROA 12-point trend, -3.5% 2.8% 1.4% -0.80% 2.8% 2.6% 2.8% 2.3% 2.8% 2.9% 3.0% 2.9% 2.9%
ROE 12-point trend, +28.1% 10.7% 5.5% -2.9% 9.2% 8.5% 8.6% 7.4% 9.1% 9.1% 9.0% 8.7% 8.3%
流動性と支払能力 5
ESの年次流動性と支払能力データ
指標 トレンド 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -24.3% 0.7 0.8 0.7 0.6 0.6 0.6 0.7 0.6 0.7 0.7 0.9 0.9
Quick Ratio 12-point trend, -11.1% 0.3 0.2 0.2 0.3 0.2 0.3 0.3 0.3 0.3 0.2 0.3 0.3
Debt / Equity 12-point trend, +96.7% 1.7 1.8 1.7 1.4 1.2 1.2 1.1 1.1 1.1 0.9 0.9 0.9
LT Debt / Equity 12-point trend, +92.3% 1.7 1.7 1.7 1.3 1.2 1.1 1.1 1.1 1.1 0.8 0.9 0.9
Interest Coverage 10-point trend, -37.8% · · 2.8 3.2 3.4 3.7 3.0 3.4 4.5 4.6 4.7 4.5
効率性 2
ESの年次効率性データ
指標 トレンド 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -18.1% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3
Receivables Turnover 12-point trend, -14.7% 7.7 7.7 8.1 9.0 8.1 8.1 8.6 8.8 8.7 9.4 9.7 9.1
1株あたり 7
ESの年次1株あたりデータ
指標 トレンド 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +37.1% $43.14 $41.02 $40.55 $44.41 $42.39 $41.01 $38.29 $36.25 $34.98 $33.80 $32.64 $31.47
Revenue / Share 12-point trend, +49.6% $36.49 $33.26 $34.05 $35.39 $28.62 $26.20 $26.40 $26.57 $24.37 $23.99 $24.98 $24.39
Cash Flow / Share 12-point trend, +115.0% $11.08 $6.04 $4.71 $6.92 $5.69 $4.95 $6.22 $5.61 $6.30 $6.83 $4.47 $5.15
Cash / Share 12-point trend, +195.4% $0.36 $0.07 $0.15 $1.08 $0.19 $0.31 $0.05 $0.34 $0.12 $0.10 $0.08 $0.12
Dividend / Share 4-point trend, +18.0% $3 $3 $3 $3 · · · · · · · ·
Dividend Paid / Share 10-point trend, +72.0% · · $3 $3 $2 $2 $2 $2 $2 $2 $2 $2
EPS (TTM) 12-point trend, +76.7% $4.56 $2.27 $-1.26 $4.05 $3.54 $3.55 $2.81 $3.25 $3.11 $2.96 $2.76 $2.58
成長率 10
ESの年次成長率データ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +28.4% 13.8% -0.08% -3.1% 24.6% 10.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -67.6% 3.3% 6.5% 10.2% · · · · · · · · ·
Revenue CAGR 5Y 8.8% · · · · · · · · · · ·
EPS YoY 3-point trend, +36128.6% 100.9% · · 14.4% -0.28% · · · · · · ·
EPS CAGR 3Y 2-point trend, +129.3% 4.0% -13.8% · · · · · · · · · ·
EPS CAGR 5Y 5.1% · · · · · · · · · · ·
Net Income YoY 3-point trend, +8432.5% 107.5% · · 15.0% 1.3% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +150.5% 6.4% -12.6% · · · · · · · · · ·
Net Income CAGR 5Y 7.0% · · · · · · · · · · ·
Dividend CAGR 5Y 8.0% · · · · · · · · · · ·
バリュエーション(TTM) 17
ESの年次バリュエーション(TTM)データ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +75.0% $13.55B $11.90B $11.91B $12.29B $9.86B $8.90B $8.53B $8.45B $7.75B $7.64B $7.95B $7.74B
Net Income TTM 12-point trend, +105.5% $1.70B $819M $-435M $1.41B $1.23B $1.21B $917M $1.04B $996M $950M $886M $827M
Market Cap 12-point trend, +49.0% $25.28B $21.05B $21.57B $29.21B $31.33B $29.67B $28.06B $20.61B $20.02B $17.50B $16.20B $16.96B
Enterprise Value 12-point trend, +107.2% $53.41B $47.73B $45.93B $49.88B $49.48B $45.74B $42.15B $33.59B $32.31B $27.07B $25.21B $25.78B
P/E 12-point trend, -28.8% 14.8 25.3 -49.0 20.7 25.7 24.4 30.3 20.0 20.3 18.7 18.5 20.7
P/S 12-point trend, -14.9% 1.9 1.8 1.8 2.4 3.2 3.3 3.3 2.4 2.6 2.3 2.0 2.2
P/B 12-point trend, -8.2% 1.6 1.4 1.5 1.9 2.1 2.1 2.2 1.8 1.8 1.6 1.6 1.7
P / Tangible Book 6-point trend, -31.5% 2.1 1.8 2.2 2.7 3.1 3.1 · · · · · ·
P / Cash Flow 12-point trend, -40.8% 6.1 9.7 13.1 12.2 16.0 17.6 14.0 11.6 10.0 8.0 11.4 10.4
P / FCF 12-point trend, -204.8% -560.5 -9.1 -8.0 -28.1 -25.8 -23.5 -31.1 -27.9 -58.3 88.3 -54.0 534.7
EV / EBITDA 12-point trend, -37.3% 9.9 11.4 14.3 13.0 14.9 14.5 15.8 12.1 11.6 10.2 14.3 15.8
EV / FCF 12-point trend, -245.8% -1184.3 -20.6 -17.1 -47.9 -40.8 -36.3 -46.7 -45.4 -94.1 136.6 -84.0 812.4
EV / Revenue 12-point trend, +18.4% 3.9 4.0 3.9 4.1 5.0 5.1 4.9 4.0 4.2 3.5 3.2 3.3
Dividend Yield 12-point trend, +54.3% 4.3% 4.8% 4.3% 2.9% 2.6% 2.5% 2.4% 3.1% 3.0% 3.2% 3.3% 2.8%
Earnings Yield 12-point trend, +40.5% 6.8% 4.0% -2.0% 4.8% 3.9% 4.1% 3.3% 5.0% 4.9% 5.4% 5.4% 4.8%
Payout Ratio 12-point trend, +11.9% 64.3% 122.3% -211.4% 60.9% 65.6% 61.4% 72.4% 61.5% 60.5% 59.4% 59.8% 57.5%
Annual Payout 12-point trend, +130.0% $1.09B $1.00B $919M $860M $805M $745M $663M $640M $602M $564M $530M $475M

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
2025-12-312024-12-312023-12-312022-12-312021-12-31
収益 $13.55B$11.90B$11.91B$12.29B$9.86B
営業利益率 % 22.1%20.2%20.1%17.9%20.2%
純利益 $1.70B$819M$-435M$1.41B$1.23B
希薄化後EPS $4.56$2.27$-1.26$4.05$3.54
貸借対照表
2025-12-312024-12-312023-12-312022-12-312021-12-31
負債資本倍率 1.71.81.71.41.2
流動比率 0.70.80.70.60.6
クイックレシオ 0.30.20.20.30.2
キャッシュフロー
2025-12-312024-12-312023-12-312022-12-312021-12-31
フリーキャッシュフロー $-45M$-2.32B$-2.69B$-1.04B$-1.21B

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機関投資家(13F) 1,185 提出者 · $13.8B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
148 (+2 前期比) 80 (+5 前期比) 434 (+15 前期比) 314 (+11 前期比) +43.6M

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
STATE STREET CORP $2,057,947,656 28,475,822 14.91% 株式数
VANGUARD CAPITAL MANAGEMENT LLC $1,773,762,864 24,543,557 12.85% 株式数
VANGUARD PORTFOLIO MANAGEMENT LLC $1,462,370,947 20,234,827 10.59% 株式数
GEODE CAPITAL MANAGEMENT, LLC $742,172,483 10,309,433 5.38% 株式数
VICTORY CAPITAL MANAGEMENT INC $618,196,928 8,553,991 4.48% 株式数
FMR LLC $324,561,440 4,490,957 2.35% 株式数
NORGES BANK $307,660,256 4,257,095 2.23% 株式数
Magellan Asset Management Ltd $248,396,688 3,437,065 1.80% 株式数
Zimmer Partners, LP $194,529,231 2,691,701 1.41% 株式数
ProShare Advisors LLC $182,366,986 2,523,412 1.32% 株式数
VANGUARD FIDUCIARY TRUST CO $152,647,104 2,112,178 1.11% 株式数
FIRST TRUST ADVISORS LP $149,365,302 2,066,768 1.08% 株式数
VANGUARD GROUP INC $140,907,753 2,092,793 1.02% 株式数
GOLDMAN SACHS GROUP INC $132,132,199 1,828,313 0.96% 株式数
DIMENSIONAL FUND ADVISORS LP $130,991,597 1,812,531 0.95% 株式数
MACKENZIE FINANCIAL CORP $110,418,081 1,527,855 0.80% 株式数
ONTARIO TEACHERS PENSION PLAN BOARD $103,883,572 1,437,437 0.75% 株式数
Empower Advisory Group, LLC $94,088,943 1,301,909 0.68% 株式数
AMERICAN CENTURY COMPANIES INC $91,685,294 1,268,647 0.66% 株式数
SCHRODER INVESTMENT MANAGEMENT GROUP $87,298,090 1,183,382 0.63% 株式数
Bridgewater Associates, LP $86,372,768 1,195,140 0.63% 株式数
LOS ANGELES CAPITAL MANAGEMENT LLC $85,262,770 1,179,781 0.62% 株式数
Robeco Institutional Asset Management B.V. $83,077,473 1,149,543 0.60% 株式数
CANADA PENSION PLAN INVESTMENT BOARD $79,227,505 1,096,271 0.57% 株式数
Legal & General Group Plc $78,031,656 1,079,724 0.57% 株式数
Quantinno Capital Management LP $77,619,546 1,074,021 0.56% 株式数
Swiss National Bank $76,608,585 1,060,033 0.55% 株式数
Mitsubishi UFJ Asset Management Co., Ltd. $70,994,362 982,349 0.51% 株式数
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $69,968,158 1,009,933 0.51% 株式数
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $69,924,333 967,543 0.51% 株式数
BlackRock, Inc. $69,026,884 955,125 0.50% 株式数
Sumitomo Mitsui Trust Group, Inc. $65,712,798 909,268 0.48% 株式数
California Public Employees Retirement System $62,476,331 864,485 0.45% 株式数
M&G PLC $62,347,824 865,942 0.45% 株式数
BNP PARIBAS FINANCIAL MARKETS $59,770,036 827,038 0.43% 株式数
Vanguard Global Advisers, LLC $58,484,498 809,250 0.42% 株式数
Nuveen, LLC $57,662,354 797,874 0.42% 株式数
VANGUARD ASSET MANAGEMENT, Ltd $57,197,080 791,436 0.41% 株式数
Brandywine Global Investment Management, LLC $55,824,650 829,120 0.40% 株式数
RHUMBLINE ADVISERS $54,933,051 760,110 0.40% 株式数
NOMURA ASSET MANAGEMENT CO LTD $54,295,511 751,287 0.39% 株式数
Swedbank AB $54,034,256 747,672 0.39% 株式数
MANUFACTURERS LIFE INSURANCE COMPANY, THE $53,191,587 736,012 0.39% 株式数
National Pension Service $52,730,143 729,627 0.38% 株式数
UBS Group AG $52,142,299 721,493 0.38% 株式数
Vest Financial, LLC $51,773,650 716,392 0.38% 株式数
GABELLI FUNDS LLC $49,747,055 688,350 0.36% 株式数
RENAISSANCE TECHNOLOGIES LLC $47,928,019 663,180 0.35% 株式数
ROYAL BANK OF CANADA $47,424,000 656,208 0.34% 株式数
NEW YORK STATE COMMON RETIREMENT FUND $46,090,915 637,760 0.33% 株式数
AVIVA PLC $45,335,477 627,307 0.33% 株式数
FRANKLIN RESOURCES INC $44,691,262 618,393 0.32% 株式数
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $43,258,437 598,567 0.31% 株式数
IEQ CAPITAL, LLC $43,029,538 595,400 0.31% 株式数
LAZARD ASSET MANAGEMENT LLC $41,618,703 575,878 0.30% 株式数
BANK OF AMERICA CORP /DE/ $41,512,828 574,413 0.30% 株式数
LPL Financial LLC $40,611,414 561,940 0.29% 株式数
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $37,769,892 522,622 0.27% 株式数
Electron Capital Partners, LLC $36,652,743 507,164 0.27% 株式数
Vontobel Holding Ltd. $34,090,120 471,705 0.25% 株式数
Retirement Systems of Alabama $33,995,085 470,390 0.25% 株式数
Freestone Grove Partners LP $33,015,104 456,830 0.24% 株式数
ALPS ADVISORS INC $31,894,196 441,320 0.23% 株式数
Universal- Beteiligungs- und Servicegesellschaft mbH $31,219,211 432,718 0.23% 株式数
HighTower Advisors, LLC $29,814,628 412,545 0.22% 株式数
ALLIANCEBERNSTEIN L.P. $29,604,175 427,312 0.21% 株式数
Arbejdsmarkedets Tillaegspension $29,038,086 401,800 0.21% 株式数
ROYAL LONDON ASSET MANAGEMENT LTD $28,886,825 399,707 0.21% 株式数
Boston Trust Walden Corp $27,882,995 385,817 0.20% 株式数
BANK OF MONTREAL /CAN/ $27,724,796 383,628 0.20% 株式数
Bank of New York Mellon Corp $27,383,175 378,901 0.20% 株式数
Maryland State Retirement & Pension System $27,262,051 377,225 0.20% 株式数
Vanguard Investments Australia, Ltd. $27,128,785 375,381 0.20% 株式数
KLP KAPITALFORVALTNING AS $25,279,540 349,793 0.18% 株式数
Brookstone Capital Management $25,124,285 347,645 0.18% 株式数
Jefferies Financial Group Inc. $24,156,536 334,254 0.17% 株式数
Korea Investment CORP $24,066,055 333,002 0.17% 株式数
ENVESTNET ASSET MANAGEMENT INC $23,253,388 321,757 0.17% 株式数
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $22,552,504 312,059 0.16% 株式数
Zurcher Kantonalbank (Zurich Cantonalbank) $22,474,525 310,980 0.16% 株式数
BARCLAYS PLC $21,727,470 300,643 0.16% 株式数
WEDGE CAPITAL MANAGEMENT L L P/NC $21,574,277 311,407 0.16% 株式数
Cetera Investment Advisers $21,052,711 291,307 0.15% 株式数
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $20,812,748 287,986 0.15% 株式数
Beck Bode, LLC $19,884,863 275,147 0.14% 株式数
Aware Super Pty Ltd as trustee of Aware Super $19,626,942 271,578 0.14% 株式数
Aberdeen Group plc $19,411,722 268,600 0.14% 株式数
Ensign Peak Advisors, Inc $19,014,020 263,097 0.14% 株式数
MACQUARIE GROUP LTD $18,593,626 257,280 0.13% 株式数
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $18,574,257 257,012 0.13% 株式数
Pictet Asset Management Holding SA $18,483,920 255,762 0.13% 株式数
MERCER GLOBAL ADVISORS INC /ADV $18,421,828 254,903 0.13% 株式数
Sound Income Strategies, LLC $18,365,980 254,130 0.13% 株式数
Arax Advisory Partners $18,216,080 252,056 0.13% 株式数
AMF Tjanstepension AB $18,199,971 251,833 0.13% 株式数
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $17,367,663 255,794 0.13% 株式数
Act Two Investors LLC $17,204,379 238,057 0.12% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $17,144,582 237,230 0.12% 株式数
STATE OF WISCONSIN INVESTMENT BOARD $16,955,192 234,609 0.12% 株式数
Focus Partners Wealth $16,739,338 231,611 0.12% 株式数

企業インサイダー 51 人のインサイダー · 24人の役員 · 0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
Joseph R Nolan JR Chairman of the Bd, Pres & CEO 2026年3月6日 G 76,240 0 0 $0
John M. Moreira EVP, CFO and Treasurer 2026年2月19日 S 43,269 0 1 $-576,420
Philip J Lembo EVP & Chief Financial Officer 2022年2月2日 A 88,067 0 0 $0
John H Forsgren Vice Chairman, EVP & CFO 2004年8月10日 S 80,598 0 0 $0
Lawrence E De Simone President - Competitive Group 2006年2月27日 D 33,512 0 0 $0
Paul Chodak III EVP and COO 2026年1月27日 A 47,494 0 0 $0
Werner J Schweiger Executive VP and COO 2023年2月22日 F 215,785 0 0 $0
Gregory B Butler Executive VP & General Counsel 2026年6月4日 S 56,179 0 2 $-854,560
Jay S. Buth VP, Controller, Chief Acct Off 2026年5月14日 I 0 0 0 $0
Penelope M Conner EVP-Cust Exp & Energy Strategy 2026年3月4日 S 10,394 0 3 $-343,206
Susan Sgroi EVP, HR and IT 2026年2月12日 F 15,775 0 0 $0
James W Hunt III EVP-Corp Rel & Sustainability 2026年1月27日 A 40,888 0 1 $-300,467
Christine M Carmody EVP - HR and IT 2023年2月22日 F 43,022 0 0 $0
James J Judge Exec Chairman of the Board 2022年2月2日 A 163,368 0 0 $0
Leon J Olivier EVP 2020年2月21日 F 87,902 0 0 $0
David R Mchale EVP and Chief Admin Off 2016年3月1日 S 91,841 0 0 $0
Jean M Lavecchia VP-Human Resources 2012年4月2日 F 29,921 0 0 $0
James B Robb Sr VP-Enterprise Plan. & Dev. 2012年4月2日 F 47,873 0 0 $0
Shirley M Payne VP-Accounting and Controller 2009年2月25日 F 10,741 0 0 $0
Peter J. Clarke VP - Shared Services 2008年2月25日 F 11,263 0 0 $0
Cheryl W Grise Executive Vice President 2007年5月14日 M 95,887 0 0 $0
John P Stack Vice President and Controller 2006年2月27日 D 16,102 0 0 $0
David H Boguslawski VP of elec. util. subsids. 2004年11月8日 M 7,990 0 0 $0
William W Schivley Pres. (Interim) of comp. subs. 2004年2月25日 D 26,833 0 0 $0
Robert W Mudge 2026年5月8日 P 2,150 1 0 $49,860
Cotton M Cleveland 2026年2月24日 S 79,364 0 1 $-193,239
John Y Kim 2026年2月23日 S 0 0 3 $-1,354,972
Linda Dorcena Forry 2026年2月18日 S 11,506 0 2 $-188,562
Frederica M Williams 2026年2月17日 S 23,725 0 1 $-189,239
Loretta D. Keane 2026年1月16日 A 11,015 1 0 $249,745
Gregory M Jones 2026年1月16日 A 17,057 0 0 $0
David H. Long 2026年1月16日 A 19,313 0 0 $0
Daniel J Nova 2026年1月16日 A 10,323 0 0 $0
William C Van Faasen 2024年1月18日 S 19,619 0 0 $0
Kenneth R Leibler 2024年1月16日 A 51,966 0 0 $0
Francis A Doyle 2024年1月16日 A 39,059 0 0 $0
James S Distasio 2023年1月17日 A 29,329 0 0 $0
Sanford Cloud JR 2020年1月15日 A 51,368 0 0 $0
Dennis R Wraase 2019年1月15日 A 33,553 0 0 $0
Paul A Lacamera 2018年1月16日 A 15,269 0 0 $0
John S Clarkeson 2018年1月16日 A 32,257 0 0 $0
Charles K Gifford 2018年1月16日 A 22,921 0 0 $0
Thomas J May 2017年3月6日 S 93,524 0 0 $0
Richard H Booth 2015年1月15日 A 50,398 0 0 $0
Charles W Shivery 2014年1月15日 A 543,956 0 0 $0
John F Swope 2012年1月3日 A 49,485 0 0 $0
Elizabeth T Kennan 2012年1月3日 A 42,205 0 0 $0
John G Graham 2012年1月3日 A 39,865 0 0 $0
Robert E Patricelli 2012年1月3日 A 55,774 0 0 $0
Gail E De Planque 2010年4月1日 A 31,663 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

アクティビストおよび5%超のオーナー 1保有

SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図(アクティビストの保有、取締役会キャンペーン、M&A)を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。

提出者 提出済み 保有 ステータス 目的 提出書類
Mode 1 Communications, Inc. I.R.S. IDENTIFICATIN NO. OF ABOVE PERSONS (ENTITIES ONLY), NU Enterprises, Inc., Northeast Utilities 2001年10月24日 初回提出 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.

ETF保有状況 195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
FXU · First Trust Exchange-Traded AlphaDE… 4.24% 537,954 NS 2026年4月30日 N-PORT
DIVY · Tidal Trust I 3.69% 15,354 NS 2026年5月31日 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3.39% 249,993 SH 2026年8月8日 日次
ZAP · Global X Funds 2.77% 178,526 NS 2026年4月30日 N-PORT
PUI · Invesco Exchange-Traded Fund Trust 2.61% 19,713 SH 2026年8月8日 日次
RDIV · Invesco Exchange-Traded Fund Trust … 2.53% 487,408 SH 2026年8月8日 日次
BKGI · BNY Mellon ETF Trust 2.32% 322,951 NS 2026年4月30日 N-PORT
SPHD · Invesco Exchange-Traded Fund Trust … 1.84% 870,875 SH 2026年8月8日 日次
SDOG · ALPS ETF Trust 1.76% 356,503 NS 2026年5月31日 N-PORT
PEY · Invesco Exchange-Traded Fund Trust 1.76% 283,590 SH 2026年8月8日 日次
VPU · VANGUARD WORLD FUND 1.73% 2,573,022 SH 2026年8月8日 日次
IDU · iShares Trust 1.70% 320,774 SH 2026年8月8日 日次
SNPD · DBX ETF Trust 1.69% 645 NS 2026年5月29日 N-PORT
FUTY · FIDELITY COVINGTON TRUST 1.65% 574,841 NS 2026年4月30日 N-PORT
NUMV · Nushares ETF Trust 1.64% 100,209 NS 2026年4月30日 N-PORT
CVAR · ETF Opportunities Trust 1.60% 8,756 NS 2026年4月30日 N-PORT
KNG · First Trust Exchange-Traded Fund IV 1.54% 733,748 NS 2026年4月30日 N-PORT
NOBL · ProShares Trust 1.50% 2,427,741 NS 2026年5月31日 N-PORT
UPW · ProShares Trust 1.38% 3,901 NS 2026年5月31日 N-PORT
DVY · iShares Trust 1.36% 4,414,256 SH 2026年8月8日 日次
CZA · Invesco Exchange-Traded Fund Trust 1.28% 34,043 SH 2026年8月8日 日次
JXI · iShares Trust 1.22% 51,840 SH 2026年8月8日 日次
NUDV · Nushares ETF Trust 1.18% 7,554 NS 2026年4月30日 N-PORT
TOLZ · ProShares Trust 1.18% 30,062 NS 2026年5月31日 N-PORT
UTSL · Direxion Shares ETF Trust 1.13% 6,963 NS 2026年4月30日 N-PORT
GURU · Global X Funds 1.08% 8,908 NS 2026年4月30日 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 1.08% 19,506 SH 2026年8月8日 日次
VRAI · ETFis Series Trust I 1.07% 2,783 NS 2026年4月30日 N-PORT
POW · Tidal Trust III 1.06% 10,530 NS 2026年5月31日 N-PORT
FDVV · FIDELITY COVINGTON TRUST 1.06% 1,370,099 NS 2026年4月30日 N-PORT
POWR · iShares, Inc. 1.05% 66,326 SH 2026年8月8日 日次
IFRA · iShares Trust 0.76% 482,870 SH 2026年8月8日 日次
FBCV · FIDELITY COVINGTON TRUST 0.74% 16,810 NS 2026年4月30日 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.71% 130,701 NS 2026年4月30日 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0.54% 15,750,000 2026年8月8日 日次
LSVD · ADVISORS' INNER CIRCLE FUND 0.51% 43,518 NS 2026年4月30日 N-PORT
AUSF · Global X Funds 0.51% 62,906 NS 2026年5月31日 N-PORT
CLSE · Trust for Professional Managers 0.50% 44,636 NS 2026年5月31日 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0.48% 1,186 NS 2026年4月30日 N-PORT
VOE · VANGUARD INDEX FUNDS 0.47% 2,415,822 SH 2026年8月8日 日次
ESMV · iShares Trust 0.45% 490 SH 2026年8月8日 日次
BSCR · Invesco Exchange-Traded Self-Indexe… 0.44% 20,121,000 2026年8月8日 日次
FEX · First Trust Exchange-Traded AlphaDE… 0.42% 88,661 NS 2026年4月30日 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0.42% 98,660 SH 2026年8月8日 日次
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.40% 11,043 NS 2026年5月31日 N-PORT
IMCV · iShares Trust 0.38% 60,038 SH 2026年8月8日 日次
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.37% 22,851 NS 2026年4月30日 N-PORT
SUSA · iShares Trust 0.35% 203,067 SH 2026年8月8日 日次
FAB · First Trust Exchange-Traded AlphaDE… 0.35% 6,894 NS 2026年4月30日 N-PORT
EVUS · iShares Trust 0.31% 16,343 SH 2026年8月8日 日次