EXPO Exponent, Inc. - Common Stock

NASDAQ · Professional Services · SEC EDGAR で表示 ↗
$68.34
株価 · 8月 18, 2026
ファンダメンタルズ(時点) 8月 7, 2026

Exponent, Inc. - Common Stock について Wikipediaからの企業概要

Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.

続きを読む

Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.

History

Founding and leadership

Failure Analysis Associates (FaAA) was founded in April 1967 by then Stanford University professor Alan Stephen Tetelman along with his colleagues Bernard Ross, Marsh Pound, John Shyne and Sathya V. Hanagud with $500 in capital.

At the time of FaAA's founding, Ross was also an engineering program manager at SRI International (then the Stanford Research Institute) (1965–1970). While en route to the site of a Navy jet crash investigation, Tetelman was killed on September 25, 1978, in the PSA Flight 182 air crash over San Diego between a PSA jet liner and a private Cessna airplane that claimed the lives of 144 people. He was forty-two years old.

Ross assumed the presidency of Failure Analysis Associates after the accident. Ross and the late Tetelman were featured in a documentary film about the company titled "What Went Wrong" made by the United States Information Service and distributed worldwide. Tetelman was a world-renowned expert in fracture mechanics and co-authored a textbook titled "The Principles of Engineering Materials" with Craig R. Barrett (former CEO of Intel) and Stanford professor, William D. Nix, published by Prentice-Hall in 1973.

In 1982, Roger McCarthy assumed the leadership of FaAA, becoming chief executive officer in 1982 until 1996, and chairman of the board in 1986 until 2005. McCarthy joined FaAA in 1978 and became a director and vice-president in 1980.

In 2004, McCarthy was elected to the National Academy of Engineering.

Michael R. Gaulke served as the chief executive officer of Exponent Inc. from June 1996 to May 28, 2009. He is currently chairman of the board of directors. Mr. Gaulke served as president of Exponent Inc. from March 1993 to May 22, 2007. Mr. Gaulke first joined Exponent Inc. in September 1992 and served as its executive vice president and chief financial officer.

In 2008, Oregon State University inducted Mr. Gaulke into its Engineering Hall of Fame.

Paul R. Johnston was the chief executive officer at Exponent Inc. from May 28, 2009 – May 31, 2018. Johnston was president of Exponent Inc. from May 2007 until July 2016. Johnston joined Exponent in 1981 and served as its Principal Engineer since 1987 and vice president since 1996. Johnston has co-authored a book titled "Structural Dynamics by Finite Elements" published by Prentice-Hall in 1987. On May 31, 2018, Johnston stepped down from the position of chief executive officer to be an executive chairman.

Catherine F. Corrigan was named president of Exponent, Inc. on July 29, 2016. Corrigan joined Exponent's Philadelphia office in 1996, was promoted to principal in 2002 and to corporate vice president in 2005. Corrigan was promoted to group vice president to lead the Transportation Group and joined the company's operating committee in 2012.

On May 31, 2018, Corrigan was appointed to chief executive officer.

Incorporation

Failure Analysis Associates was founded as a partnership, incorporated in 1968 in California and reincorporated in Delaware as Failure Analysis Associates, Inc. in 1988.

In 1989, McCarthy reincorporated Failure Analysis Associates, Inc. in Delaware under a holding company, The Failure Group, Inc. and took The Failure Group, Inc. public in 1990. The company changed its name to Exponent, Inc. in 1998.

Company activities

Exponent has been involved in the investigations of many well known incidents including the now debunked report aired on Dateline in 1993 about fires and explosions involving sidesaddle fuel tanks on Chevrolet C/K trucks, the disputed Consumer Reports finding on Suzuki roll-over safety, the 2009–2010 Toyota vehicle recalls, the crash of American Airlines Flight 587 among many other aviation accidents, and the Exxon Valdez oil spill. The Federal Emergency Management Agency also hired Exponent to examine the Oklahoma City bombing damage aftermath, specifically the damage to the Alfred P. Murrah Federal Building. NASA hired Exponent in 1986 to determine the causes of the Space Shuttle Challenger disaster.

In 2003, Exponent was hired by the U.S. government to investigate the Space Shuttle Columbia disaster. In 2017, Samsung hired Exponent to determine cause of thermal runaway of the Note 7 Phone batteries.

Exponent has ISO 9001 accreditation, indicating independently audited and certified quality management practices. The company also is certified for battery, energy storage and compliance testing.

Neutrality

Exponent has been criticized for the quality and neutrality of their reports pertaining to various controversial topics. Common points of critique include corporate denialism and the disproportionate production of favorable reports for industrial clients. Examples include a 2001 report suggesting that dioxins do not cause cancer.

According to the Los Angeles Times, "Exponent's research has come under fire from critics, including engineers, attorneys and academics who say the company tends to deliver to clients the reports they need to mount a public defense." Exponent's executive chairman responded that such criticism is a "cheap shot", responding "Do we tell our clients a lot of what they don't want to hear? Absolutely." In 2009, the Amazon Defense Coalition criticized an Exponent study commissioned by the energy company Chevron which suggested that exposure to oil waste increase cancer risks. Chevron's largest shareholder at the time was a director on Exponent's board. The firm was also criticized for assisting industry efforts to reduce chromium regulation.

Notable projects

Partial listing of notable projects:

Research areas

Exponent's services are concentrated on multiple practices and centers, including:

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

Wikidata ↗

EXPO 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
$68.34
時価総額
P/E (TTM)
33.9
EPS(TTM)
$2.07
収益(TTM)
$582M
配当利回り
ROE
25.9%
負債/自己資本
52週レンジ
$52 – $82

EXPO 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 $582M
10-point trend, +84.7%
2016-12-30 2026-01-02
EPS $2.07
10-point trend, +137.9%
2016-12-30 2026-01-02
フリーキャッシュフロー $122M
8-point trend, +132.8%
2016-12-30 2026-01-02
利益率 18.2%

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
EXPO
競合中央値
P/E (TTM)
5-point trend, -44.8%
33.9
23.3

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
EXPO
競合中央値
Operating Margin (営業利益率)
5-point trend, +0.9%
20.6%
Net Profit Margin (純利益率)
5-point trend, -7.9%
18.2%
5.9%
ROA
5-point trend, -14.6%
13.6%
4.1%
ROE
5-point trend, +11.2%
25.9%
15.1%
ROIC
5-point trend, +14.9%
22.1%

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
EXPO
競合中央値
Current Ratio (流動比率)
5-point trend, -18.2%
2.4
2.3
Quick Ratio (クイックレシオ)
5-point trend, -20.1%
2.3

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
EXPO
競合中央値
Revenue YoY (収益(前年比))
5-point trend, +24.8%
4.2%
Revenue CAGR 3Y (収益(3年CAGR))
5-point trend, +24.8%
4.3%
Revenue CAGR 5Y (収益(5年CAGR))
5-point trend, +24.8%
7.8%
EPS YoY
5-point trend, +8.9%
-1.9%
Net Income YoY (純利益(前年比))
5-point trend, +4.7%
-2.8%

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
EXPO
競合中央値
EPS (Diluted) (EPS(希薄化後))
5-point trend, +8.9%
$2.07

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
EXPO
競合中央値
Payout Ratio (配当性向)
5-point trend, +42.9%
58.1%

配当金 利回り、配当性向、配当履歴、5年CAGR

配当利回り
配当性向
58.1%
5年配当CAGR
権利落ち日金額
2026年6月5日$0.3100
2026年3月6日$0.3100
2025年12月5日$0.3000
2025年9月5日$0.3000
2025年6月6日$0.3000
2025年3月7日$0.3000
2024年12月6日$0.2800
2024年9月6日$0.2800
2024年6月7日$0.2800
2024年3月7日$0.2800
2023年12月7日$0.2600
2023年9月7日$0.2600
2023年6月8日$0.2600
2023年3月9日$0.2600
2022年12月8日$0.2400
2022年9月8日$0.2400
2022年6月9日$0.2400
2022年3月10日$0.2400
2021年12月2日$0.2000
2021年9月9日$0.2000

EXPO 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 10 アナリスト
  • 強い買い 3 30.0%
  • 買い 5 50.0%
  • 保有 2 20.0%
  • 売り 0 0.0%
  • 強い売り 0 0.0%

12ヶ月目標株価

3 アナリスト · 2026-08-17
中央値ターゲット $90.00 +31.7%
平均値ターゲット $84.00 +22.9%

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
0.02%
期間 EPS Actual EPS 予想 サプライズ
2026年6月30日 $0.60 $0.56 0.04%
2026年3月31日 $0.59 $0.58 0.01%
2025年12月31日 $0.59 $0.58 0.01%
2025年9月30日 $0.55 $0.52 0.03%
2025年6月30日 $0.52 $0.50 0.02%
2025年3月31日 $0.52 $0.49 0.03%

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
EXPO 33.9 4.2% 18.2% 25.9%
PSN $3.47B 28.1 -5.7% 3.8% 9.5%
KBR $5.12B 12.6 0.99% 5.3% 28.1% 14.8%
AMTM $6.32B 96.1 71.6% 0.46% 1.5%
FCN $5.27B 20.7 2.4% 7.1% 14.9% 32.1%
CBZ $2.74B 27.6 52.1% 4.2% 12.9%
HURN 29.6 11.7% 6.2% 20.9%
INOD $1.65B 55.4 47.6% 12.8% 37.7% 39.5%
TIC
ICFI $1.56B 17.2 -7.3% 4.9% 9.0%

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
EXPOの年次損益計算書データ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +91.0% $582M $559M $537M $513M $466M $400M $417M $380M $348M $315M $313M $305M
SG&A Expense 12-point trend, +61.1% $26M $23M $24M $24M $15M $13M $21M $18M $18M $15M $15M $16M
Operating Expenses 12-point trend, +91.7% $462M $439M $425M $372M $357M $317M $332M $288M $276M $253M $244M $241M
Operating Income 12-point trend, +88.5% $120M $120M $111M $141M $109M $83M $85M $91M $72M $62M $69M $64M
Other Non-op 12-point trend, +326.7% $18M $18M $17M $-11M $17M $12M $15M $-890.0K $9M $8.0K $48.0K $4M
Pretax Income 12-point trend, +116.7% $147M $147M $136M $132M $126M $97M $104M $93M $83M $69M $71M $68M
Income Tax 12-point trend, +51.4% $41M $38M $36M $30M $25M $14M $22M $21M $41M $22M $28M $27M
Net Income 12-point trend, +160.5% $106M $109M $100M $102M $101M $83M $82M $72M $41M $47M $44M $41M
EPS (Basic) 12-point trend, +37.7% $2.08 $2.13 $1.96 $1.98 $1.92 $1.58 $1.56 $1.37 $0.78 $0.90 $1.64 $1.51
EPS (Diluted) 12-point trend, +40.8% $2.07 $2.11 $1.94 $1.96 $1.90 $1.55 $1.53 $1.33 $0.77 $0.87 $1.60 $1.47
Shares (Basic) 12-point trend, +89.2% 50,904,000 51,129,000 51,152,000 51,727,000 52,610,000 52,388,000 52,691,000 52,906,000 52,724,000 52,976,000 26,606,000 26,910,000
Shares (Diluted) 12-point trend, +85.2% 51,244,000 51,569,000 51,635,000 52,280,000 53,331,000 53,323,000 53,884,000 54,168,000 53,972,000 54,332,000 27,298,000 27,666,000
EBITDA 10-point trend, +88.5% $120M · · $141M $109M $83M $85M $91M $72M $62M $69M $64M
貸借対照表 23
EXPOの年次貸借対照表データ
指標 トレンド 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +71.4% $222M $259M $187M $161M $298M $198M $176M $127M $125M $115M $126M $129M
Short-term Investments 7-point trend, +80.6% · · · · · $45M $55M $81M $72M $59M $46M $25M
Receivables 12-point trend, +110.2% $182M $161M $167M $170M $140M $112M $120M $106M $110M $87M $89M $86M
Prepaid Expense 12-point trend, +63.9% $24M $27M $25M $18M $15M $13M $12M $12M $9M $13M $13M $15M
Current Assets 12-point trend, +67.4% $428M $447M $380M $349M $453M $367M $364M $327M $316M $274M $273M $255M
PP&E (Net) 12-point trend, +154.7% $72M $73M $75M $66M $60M $60M $62M $46M $35M $37M $28M $28M
PP&E (Gross) 12-point trend, +102.0% $194M $185M $179M $169M $158M $154M $152M $135M $119M $114M $101M $96M
Accum. Depreciation 12-point trend, +80.1% $122M $112M $104M $103M $98M $94M $90M $89M $84M $78M $72M $68M
Goodwill Flat — no change across 12 periods $9M $9M $9M $9M $9M $9M $9M $9M $9M $9M $9M $9M
Other Non-current Assets 12-point trend, +385.8% $5M $6M $4M $2M $2M $1M $949.0K $1M $1M $1M $2M $1M
Total Assets 12-point trend, +112.8% $778M $777M $647M $587M $684M $580M $563M $469M $440M $404M $388M $365M
Accounts Payable 12-point trend, +1287.5% $31M $5M $4M $9M $3M $3M $5M $3M $3M $3M $4M $2M
Accrued Liabilities 12-point trend, +259.0% $24M $17M $18M $20M $21M $13M $14M $10M $12M $7M $7M $7M
Current Liabilities 12-point trend, +124.3% $178M $163M $162M $159M $153M $117M $124M $98M $93M $80M $80M $79M
Capital Leases 8-point trend, +75944000.00 $76M $76M $22M $13M $10M $14M $18M $0 · · · ·
Other Non-current Liabilities 12-point trend, +146.3% $5M $4M $3M $2M $3M $3M $3M $3M $3M $2M $2M $2M
Total Liabilities 12-point trend, +220.0% $387M $356M $291M $266M $267M $219M $213M $155M $151M $130M $125M $121M
Common Stock 12-point trend, +100.0% $66.0K $66.0K $66.0K $66.0K $66.0K $66.0K $66.0K $66.0K $66.0K $33.0K $33.0K $33.0K
Retained Earnings 12-point trend, +170.7% $668M $624M $574M $529M $478M $422M $385M $342M $304M $291M $269M $247M
Treasury Stock 12-point trend, +298.5% $646M $545M $537M $506M $341M $324M $278M $253M $223M $209M $184M $162M
AOCI 8-point trend, -119.4% · · · · $-2M $-2M $-2M $-3M $-2M $-3M $-2M $-904.0K
Stockholders' Equity 12-point trend, +59.8% $390M $421M $356M $321M $417M $361M $350M $314M $289M $273M $263M $244M
Liabilities + Equity 12-point trend, +112.8% $778M $777M $647M $587M $684M $580M $563M $469M $440M $404M $388M $365M
キャッシュフロー 13
EXPO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, +86.6% $10M $10M $9M $7M $6M $7M $7M $6M $6M $6M $5M $5M
Stock-based Comp 12-point trend, +81.9% $24M $23M $20M $20M $19M $17M $17M $17M $16M $13M $13M $13M
Deferred Tax 12-point trend, -63.7% $-10M $-3M $85.0K $-7M $-6M $-4M $-3M $-4M $12M $-3M $-4M $-6M
Operating Cash Flow 12-point trend, +173.0% $132M $145M $127M $94M $125M $103M $108M $91M $68M $67M $60M $48M
CapEx 12-point trend, +89.8% $9M $7M $16M $12M $7M $5M $23M $16M $5M $14M $5M $5M
Investing Cash Flow 11-point trend, +65.3% $-9M $-7M $-16M $-12M $38M $5M $4M $-26M $-18M $-27M $-27M ·
Stock Repurchased 12-point trend, +214.0% $97M $6M $24M $156M $7M $40M $22M $28M $12M $24M $23M $31M
Net Stock Activity 10-point trend, -214.0% $-97M · · $-156M $-7M $-40M $-22M $-28M $-12M $-24M $-23M $-31M
Dividends Paid 12-point trend, +371.3% $62M $58M $54M $49M $43M $40M $34M $27M $22M $19M $16M $13M
Financing Cash Flow 11-point trend, -334.6% $-160M $-65M $-86M $-216M $-63M $-88M $-63M $-62M $-41M $-49M $-37M ·
Net Change in Cash 12-point trend, -665.1% $-37M $72M $26M $-136M $100M $21M $49M $2M $10M $-11M $-4M $7M
Taxes Paid 3-point trend, +23.2% $48M $40M $39M · · · · · · · · ·
Free Cash Flow 10-point trend, +182.5% $122M · · $82M $118M $98M $85M $75M $63M $53M $55M $43M
収益性 7
EXPOの年次収益性データ
指標 トレンド 202520242023202220212020201920182017201620152014
Operating Margin 10-point trend, -1.3% 20.6% · · 27.4% 23.4% 20.8% 20.4% 24.1% 20.7% 19.7% 22.0% 20.9%
Net Margin 10-point trend, +36.3% 18.2% · · 19.9% 21.7% 20.6% 19.8% 19.0% 11.9% 15.1% 13.9% 13.4%
Pretax Margin 10-point trend, +13.4% 25.3% · · 25.8% 27.0% 24.2% 25.0% 24.6% 23.7% 21.9% 22.7% 22.3%
EBITDA Margin 10-point trend, -1.3% 20.6% · · 27.4% 23.4% 20.8% 20.4% 24.1% 20.7% 19.7% 22.0% 20.9%
ROA 10-point trend, +18.9% 13.6% · · 16.1% 16.0% 14.4% 16.0% 15.9% 9.8% 12.0% 11.6% 11.5%
ROE 10-point trend, +52.7% 25.9% · · 31.9% 24.6% 23.4% 23.3% 22.4% 14.7% 17.7% 17.2% 17.0%
ROIC 10-point trend, +41.8% 22.1% · · 34.0% 21.0% 19.6% 19.2% 22.6% 12.5% 15.6% 16.1% 15.6%
流動性と支払能力 2
EXPOの年次流動性と支払能力データ
指標 トレンド 202520242023202220212020201920182017201620152014
Current Ratio 10-point trend, -28.5% 2.4 · · 2.2 3.0 3.1 2.9 3.3 3.4 3.4 3.4 3.4
Quick Ratio 10-point trend, -25.3% 2.3 · · 2.1 2.9 3.0 2.8 3.2 3.3 3.3 3.2 3.0
効率性 2
EXPOの年次効率性データ
指標 トレンド 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, -12.8% 0.7 · · 0.8 0.7 0.7 0.8 0.8 0.8 0.8 0.8 0.9
Receivables Turnover 10-point trend, -9.0% 3.4 · · 3.3 3.7 3.5 6.6 3.5 3.5 3.6 3.6 3.7
1株あたり 5
EXPOの年次1株あたりデータ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue / Share 10-point trend, -48.4% $11.36 · · $9.82 $8.74 $7.50 $7.74 $7.01 $12.89 $11.60 $11.46 $22.03
Cash Flow / Share 10-point trend, -26.3% $2.57 · · $1.79 $2.34 $1.94 $2.01 $1.68 $2.51 $2.46 $2.22 $3.49
Dividend / Share 12-point trend, +140.0% $1 $1 $1 $1 $1 $1 $1 $1 $0 $0 $1 $0
Dividend Paid / Share 4-point trend, -13.3% · · · · · · · $1 $0 $1 $1 ·
EPS (TTM) 12-point trend, +40.8% $2.07 $2.11 $1.94 $1.96 $1.90 $1.55 $1.53 $1.33 $0.77 $0.87 $1.60 $1.47
成長率 10
EXPOの年次成長率データ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -74.6% 4.2% 4.0% 4.6% 10.1% 16.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -58.5% 4.3% 6.2% 10.3% · · · · · · · · ·
Revenue CAGR 5Y 7.8% · · · · · · · · · · ·
EPS YoY 5-point trend, -108.4% -1.9% 8.8% -1.0% 3.2% 22.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, -76.3% 1.8% 3.6% 7.8% · · · · · · · · ·
EPS CAGR 5Y 6.0% · · · · · · · · · · ·
Net Income YoY 5-point trend, -112.2% -2.8% 8.6% -1.9% 1.1% 22.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -82.4% 1.2% 2.5% 6.7% · · · · · · · · ·
Net Income CAGR 5Y 5.1% · · · · · · · · · · ·
Dividend CAGR 5Y 9.1% · · · · · · · · · · ·
バリュエーション(TTM) 6
EXPO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, +91.0% $582M $559M $537M $513M $466M $400M $417M $380M $348M $315M $313M $305M
Net Income TTM 12-point trend, +160.5% $106M $109M $100M $102M $101M $83M $82M $72M $41M $47M $44M $41M
P/E 12-point trend, +145.7% 33.9 42.1 45.4 50.6 61.4 58.1 46.1 37.5 46.2 34.7 15.6 13.8
Earnings Yield 12-point trend, -59.3% 2.9% 2.4% 2.2% 2.0% 1.6% 1.7% 2.2% 2.7% 2.2% 2.9% 6.4% 7.2%
Payout Ratio 10-point trend, +81.0% 58.1% · · 48.1% 42.7% 48.2% 40.6% 37.7% 52.9% 39.6% 35.9% 32.1%
Annual Payout 12-point trend, +371.3% $62M $58M $54M $49M $43M $40M $34M $27M $22M $19M $16M $13M

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
2026-01-022025-01-032023-12-292022-12-302021-12-31
収益 $582M$559M$537M$513M$466M
営業利益率 % 20.6%27.4%23.4%
純利益 $106M$109M$100M$102M$101M
希薄化後EPS $2.07$2.11$1.94$1.96$1.90
貸借対照表
2026-01-022025-01-032023-12-292022-12-302021-12-31
流動比率 2.42.23.0
クイックレシオ 2.32.12.9
キャッシュフロー
2026-01-022025-01-032023-12-292022-12-302021-12-31
フリーキャッシュフロー $122M$82M$118M

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機関投資家(13F) 362 提出者 · $2.1B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
42 (-11 前期比) 52 (+11 前期比) 106 (-36 前期比) 147 (+28 前期比) +5.9M

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 GROUP INC $328,643,322 4,731,404 15.52% 株式数
VANGUARD PORTFOLIO MANAGEMENT LLC $184,719,346 3,143,624 8.72% 株式数
VANGUARD CAPITAL MANAGEMENT LLC $128,109,257 2,180,212 6.05% 株式数
STATE STREET CORP $114,208,639 1,943,646 5.39% 株式数
GEODE CAPITAL MANAGEMENT, LLC $88,652,928 1,508,520 4.19% 株式数
ROYCE & ASSOCIATES LP $77,745,180 1,323,097 3.67% 株式数
Conestoga Capital Advisors, LLC $74,372,741 1,265,704 3.51% 株式数
AQR CAPITAL MANAGEMENT LLC $67,076,395 1,141,532 3.17% 株式数
FIRST TRUST ADVISORS LP $63,658,823 1,083,370 3.01% 株式数
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $62,623,411 1,065,749 2.96% 株式数
TWO SIGMA INVESTMENTS, LP $60,724,112 1,033,426 2.87% 株式数
GENEVA CAPITAL MANAGEMENT LLC $58,015,034 987,322 2.74% 株式数
NORGES BANK $51,934,615 883,843 2.45% 株式数
DIMENSIONAL FUND ADVISORS LP $50,907,417 866,362 2.40% 株式数
Resona Asset Management Co.,Ltd. $44,525,119 754,256 2.10% 株式数
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $30,967,695 527,020 1.46% 株式数
TWO SIGMA ADVISERS, LP $26,221,150 377,500 1.24% 株式数
Point72 Asset Management, L.P. $23,180,938 394,502 1.09% 株式数
MILLENNIUM MANAGEMENT LLC $22,977,922 391,047 1.08% 株式数
BAMCO INC /NY/ $21,406,092 364,297 1.01% 株式数
GOLDMAN SACHS GROUP INC $20,546,868 349,674 0.97% 株式数
VANGUARD FIDUCIARY TRUST CO $20,435,788 347,784 0.96% 株式数
RAYMOND JAMES FINANCIAL INC $18,715,639 318,510 0.88% 株式数
ROFFMAN MILLER ASSOCIATES INC /PA/ $16,468,515 280,267 0.78% 株式数
ENVESTNET ASSET MANAGEMENT INC $15,666,283 266,615 0.74% 株式数
Fenimore Asset Management Inc $15,546,545 264,577 0.73% 株式数
UBS Group AG $13,974,009 237,815 0.66% 株式数
Qube Research & Technologies Ltd $13,806,661 234,967 0.65% 株式数
Bank of New York Mellon Corp $12,894,529 219,444 0.61% 株式数
Trexquant Investment LP $12,467,638 212,179 0.59% 株式数
VOLORIDGE INVESTMENT MANAGEMENT, LLC $12,426,741 211,483 0.59% 株式数
Balyasny Asset Management L.P. $12,113,609 206,154 0.57% 株式数
FIFTH THIRD BANCORP $11,604,994 197,498 0.55% 株式数
MACKENZIE FINANCIAL CORP $11,233,443 191,175 0.53% 株式数
Montanaro Asset Management Ltd $10,523,270 179,089 0.50% 株式数
PRINCIPAL FINANCIAL GROUP INC $10,510,165 178,866 0.50% 株式数
CAPITAL FUND MANAGEMENT S.A. $10,331,653 175,828 0.49% 株式数
BLI - Banque de Luxembourg Investments $9,716,719 162,300 0.46% 株式数
RHUMBLINE ADVISERS $9,638,201 164,027 0.46% 株式数
D. E. Shaw & Co., Inc. $9,630,294 163,892 0.45% 株式数
BANK OF AMERICA CORP /DE/ $7,600,724 129,352 0.36% 株式数
ProShare Advisors LLC $7,409,929 126,105 0.35% 株式数
PEAK6 LLC $7,051,200 120,000 0.33% プットオプション
TEACHER RETIREMENT SYSTEM OF TEXAS $6,526,297 111,067 0.31% 株式数
ALPS ADVISORS INC $6,519,892 110,958 0.31% 株式数
BNP PARIBAS FINANCIAL MARKETS $6,367,469 108,364 0.30% 株式数
AMERIPRISE FINANCIAL INC $6,213,987 105,752 0.29% 株式数
ALLIANCEBERNSTEIN L.P. $6,137,937 94,068 0.29% 株式数
CANADA PENSION PLAN INVESTMENT BOARD $5,987,644 101,900 0.28% 株式数
Swiss National Bank $5,793,736 98,600 0.27% 株式数
AMERICAN CENTURY COMPANIES INC $5,484,130 93,331 0.26% 株式数
NICHOLAS COMPANY, INC. $5,336,583 90,820 0.25% 株式数
California Public Employees Retirement System $5,104,540 86,871 0.24% 株式数
STIFEL FINANCIAL CORP $4,977,338 84,705 0.23% 株式数
Granite Investment Partners, LLC $4,970,626 84,592 0.23% 株式数
Vest Financial, LLC $4,742,520 80,710 0.22% 株式数
Retirement Systems of Alabama $4,687,579 79,775 0.22% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,447,779 75,694 0.21% 株式数
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3,943,188 60,432 0.19% 株式数
Jefferies Financial Group Inc. $3,927,636 66,842 0.19% 株式数
Holocene Advisors, LP $3,811,232 64,861 0.18% 株式数
BARCLAYS PLC $3,740,662 63,660 0.18% 株式数
Cubist Systematic Strategies, LLC $3,539,944 50,949 0.17% 株式数
LPL Financial LLC $3,244,773 55,221 0.15% 株式数
Longaeva Partners L.P. $3,187,965 54,254 0.15% 株式数
LOS ANGELES CAPITAL MANAGEMENT LLC $3,124,505 53,174 0.15% 株式数
CAPSTONE INVESTMENT ADVISORS, LLC $3,064,863 52,159 0.14% 株式数
MetLife Investment Management, LLC $3,014,447 51,301 0.14% 株式数
BlackRock, Inc. $2,874,480 48,919 0.14% 株式数
VICTORY CAPITAL MANAGEMENT INC $2,846,158 48,437 0.13% 株式数
EFG Asset Management (Americas) Corp. $2,828,739 40,713 0.13% 株式数
Numerai GP LLC $2,697,672 45,910 0.13% 株式数
Y-Intercept (Hong Kong) Ltd $2,681,748 45,639 0.13% 株式数
ALGERT GLOBAL LLC $2,651,251 45,120 0.13% 株式数
MANUFACTURERS LIFE INSURANCE COMPANY, THE $2,571,573 43,764 0.12% 株式数
Bridge City Capital, LLC $2,379,898 40,502 0.11% 株式数
VANGUARD ASSET MANAGEMENT, Ltd $2,333,301 39,709 0.11% 株式数
Assenagon Asset Management S.A. $2,311,736 39,342 0.11% 株式数
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $2,229,942 37,950 0.11% 株式数
Freestone Grove Partners LP $2,076,931 35,346 0.10% 株式数
LMR Partners LLP $2,061,360 35,081 0.10% 株式数
ALLSTATE CORP $1,857,580 31,613 0.09% 株式数
SCHRODER INVESTMENT MANAGEMENT GROUP $1,845,566 30,914 0.09% 株式数
NEW YORK STATE COMMON RETIREMENT FUND $1,763,740 30,016 0.08% 株式数
CAPTRUST FINANCIAL ADVISORS $1,735,128 29,529 0.08% 株式数
Cetera Investment Advisers $1,697,865 28,895 0.08% 株式数
Legal & General Group Plc $1,663,319 28,307 0.08% 株式数
MIROVA $1,649,041 28,064 0.08% 株式数
SEI INVESTMENTS CO $1,626,150 27,657 0.08% 株式数
CITADEL ADVISORS LLC $1,575,179 26,807 0.07% 株式数
AlphaQuest LLC $1,536,247 22,117 0.07% 株式数
PEAK6 LLC $1,529,111 26,023 0.07% 株式数
H D Vest Advisory Services $1,508,676 20,194 0.07% 株式数
State of New Jersey Common Pension Fund D $1,454,192 24,748 0.07% 株式数
JANUS HENDERSON GROUP PLC $1,447,949 22,201 0.07% 株式数
Campbell & CO Investment Adviser LLC $1,419,583 24,159 0.07% 株式数
State of Tennessee, Department of Treasury $1,406,950 23,944 0.07% 株式数
KLP KAPITALFORVALTNING AS $1,392,612 23,700 0.07% 株式数
MORGAN STANLEY $1,368,198 23,284 0.06% 株式数
WINTON GROUP Ltd $1,357,650 23,105 0.06% 株式数

企業インサイダー 41 人のインサイダー · 27人の役員 · 15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
Catherine Corrigan Chief Executive Officer 2026年8月17日 M 129,108 0 20 $-2,842,096
Richard L Schlenker JR EVP & Chief Financial Officer 2026年3月13日 A 230,351 0 0 $0
Bradley A James Group Vice President 2026年5月26日 S 1,105 0 1 $-114,920
Richard Reiss Group Vice President 2026年5月19日 S 2,288 0 1 $-98,063
Joseph Sala Group Vice President 2026年5月13日 S 0 0 1 $-117,060
Joseph Rakow Group Vice President 2026年5月13日 S 0 0 1 $-160,974
John Pye VP Global Offices & Innovation 2026年4月6日 A 29,131 0 2 $-303,907
Brian Kundert Chief Human Resources Officer 2026年3月13日 A 0 0 $0
Maureen T. F. Reitman Group Vice President 2026年3月13日 A 39,226 0 0 $0
Eric Guyer Group Vice Presient 2024年5月20日 S 0 0 0 $0
Sally Shepard Chief Human Resources Officer 2024年3月15日 A 23,745 0 0 $0
Steven J Murray Group Vice President 2023年8月21日 S 27,412 0 0 $0
Harri Kytomaa Group Vice President 2023年3月15日 M 14,656 0 0 $0
John Joseph Doyle Group Vice President 2023年3月10日 A 0 0 $0
Robert Haddad Group Vice President 2021年3月12日 A 5,227 0 0 $0
John Osteraas Group Vice President 2019年3月15日 A 24,577 0 0 $0
Paul Boehm Group Vice President 2016年8月16日 S 24,045 0 0 $0
Robert D Caligiuri Group Vice President 2016年8月12日 S 129,512 0 0 $0
Elizabeth L Anderson Chief Science Officer 2016年3月9日 M 12,701 0 0 $0
Subbaiah V Malladi Chief Technical Officer 2016年3月9日 M 45,711 0 0 $0
John E Moalli Group Vice President 2013年4月22日 S 945 0 0 $0
Robert C Lange Group Vice President 2012年3月9日 A 0 0 $0
Roger L Mccarthy Chairman Emeritus 2007年3月9日 A 0 0 0 $0
Larry W Anderson Group Vice President 2006年3月10日 A 33,058 0 0 $0
Charles A Rau JR Corporate Vice President 2004年2月26日 S 215,100 0 0 $0
Piotr D Moncarz Corporate Vice President 2004年2月12日 S 50,843 0 0 $0
Angela A Meyer Vice President Client Services 2003年8月28日 M 0 0 0 $0
George H. Brown 取締役 2026年6月4日 A 10,730 0 0 $0
Carol Lindstrom 取締役 2026年6月4日 A 9,405 0 0 $0
Debra Zumwalt 取締役 2026年6月4日 A 31,830 0 0 $0
Karen A Richardson 取締役 2026年6月4日 A 2,009 0 0 $0
Paul R Johnston 取締役 2026年6月3日 M 62,940 0 0 $0
John B Shoven 取締役 2023年6月7日 M 72,791 0 0 $0
Michael R Gaulke 取締役 2018年5月30日 M 70,671 0 0 $0
Stephen C Riggins 取締役 2017年5月31日 M 3,324 0 0 $0
Samuel H Armacost 取締役 2014年5月28日 M 95,867 0 0 $0
Mary B Cranston 取締役 2014年5月28日 M 4,156 0 0 $0
DENEND LESLIE G 取締役 2013年7月26日 S 0 0 0 $0
Jon R Katzenbach 取締役 2010年6月3日 M 13,419 0 0 $0
Edward J Keith 取締役 2004年6月2日 A 0 0 $0
Barbara M Barrett 2008年5月1日 M 45,628 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 79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
ABLS · Abacus FCF ETF Trust 1.85% 339 NS 2026年4月30日 N-PORT
SMDV · ProShares Trust 0.77% 86,865 NS 2026年5月31日 N-PORT
MCOW · Pacer Funds Trust 0.76% 112 NS 2026年4月30日 N-PORT
OUSM · ALPS ETF Trust 0.70% 104,492 NS 2026年5月31日 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.53% 66,040 NS 2026年4月30日 N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust 0.49% 410,720 SH 2026年8月8日 日次
OMFS · Invesco Exchange-Traded Self-Indexe… 0.28% 11,994 SH 2026年8月8日 日次
SMMV · iShares Trust 0.24% 10,527 SH 2026年8月8日 日次
PAVE · Global X Funds 0.21% 493,837 NS 2026年5月31日 N-PORT
IWO · iShares Trust 0.20% 450,393 SH 2026年8月8日 日次
VTWG · VANGUARD SCOTTSDALE FUNDS 0.17% 52,642 SH 2026年8月8日 日次
BKSE · BNY Mellon ETF Trust 0.15% 1,773 NS 2026年4月30日 N-PORT
EBIT · Harbor ETF Trust 0.12% 210 NS 2026年4月30日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.12% 57,637 NS 2026年5月31日 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0.11% 17,558 NS 2026年4月30日 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.11% 46,825 SH 2026年8月8日 日次
QVMM · Invesco Exchange-Traded Fund Trust … 0.11% 6,976 SH 2026年8月8日 日次
IWM · iShares Trust 0.10% 1,247,524 SH 2026年8月8日 日次
XJH · iShares Trust 0.10% 6,600 SH 2026年8月8日 日次
RSSL · Global X Funds 0.10% 21,625 NS 2026年4月30日 N-PORT
ISCG · iShares Trust 0.10% 15,051 SH 2026年8月8日 日次
PTMC · Pacer Funds Trust 0.09% 5,570 NS 2026年4月30日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.09% 283,660 SH 2026年8月8日 日次
IJK · iShares Trust 0.09% 146,950 SH 2026年8月8日 日次
IJH · iShares Trust 0.09% 1,673,531 SH 2026年8月8日 日次
IJJ · iShares Trust 0.09% 118,174 SH 2026年8月8日 日次
VBK · VANGUARD INDEX FUNDS 0.08% 638,155 SH 2026年8月8日 日次
IVOO · VANGUARD ADMIRAL FUNDS 0.08% 78,280 SH 2026年8月8日 日次
IVOV · VANGUARD ADMIRAL FUNDS 0.08% 20,013 SH 2026年8月8日 日次
IVOG · VANGUARD ADMIRAL FUNDS 0.08% 24,891 SH 2026年8月8日 日次
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.08% 7,011 NS 2026年4月30日 N-PORT
DFAS · Dimensional ETF Trust 0.08% 157,890 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.07% 2,352 NS 2026年5月31日 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.07% 20,493 NS 2026年4月30日 N-PORT
MIDU · Direxion Shares ETF Trust 0.07% 826 NS 2026年4月30日 N-PORT
MVV · ProShares Trust 0.06% 1,723 NS 2026年5月31日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.06% 240,677 NS 2026年5月31日 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.05% 77,661 NS 2026年5月31日 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.05% 14,888 NS 2026年4月30日 N-PORT
ISCB · iShares Trust 0.05% 2,085 SH 2026年8月8日 日次
UMDD · ProShares Trust 0.04% 241 NS 2026年5月31日 N-PORT
UWM · ProShares Trust 0.04% 1,840 NS 2026年5月31日 N-PORT
VIS · VANGUARD WORLD FUND 0.04% 59,844 SH 2026年8月8日 日次
URTY · ProShares Trust 0.03% 1,862 NS 2026年5月31日 N-PORT
WSML · iShares Trust 0.03% 3,101 SH 2026年8月8日 日次
VXF · VANGUARD INDEX FUNDS 0.03% 556,365 SH 2026年8月8日 日次
VB · VANGUARD INDEX FUNDS 0.03% 1,107,134 SH 2026年8月8日 日次
SFGV · EA Series Trust 0.03% 5,056 NS 2026年5月29日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.03% 4,979 NS 2026年5月31日 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.03% 5,688 SH 2026年8月8日 日次