LNC Lincoln National Corporation Common Stock
Lincoln National Corporation Common Stock について Wikipediaからの企業概要
Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.
続きを読む
Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.
LNC was organized under the laws of the state of Indiana in 1968, and maintains its principal executive offices in Radnor, Pennsylvania. The company traces its roots to its earliest predecessor founded in 1905.
In addition, LNC is the naming rights sponsor of Lincoln Financial Field in Philadelphia, home field of the Philadelphia Eagles of the National Football League.
History
Founding and early history
Lincoln traces its origin to June 12, 1905, in Fort Wayne, Indiana, as the Lincoln National Life Insurance Company. Four men were founders of the organization, with Daniel Ninde, an attorney, becoming the largest stockholder and first Chief Financial Officer of the company, according to Ninde family history. Daniel Ninde was educated as a midshipman at the United States Naval Academy in Annapolis, MD. He descended from a local Fort Wayne family that included a number of Circuit Court judges. Downtown Fort Wayne is located on the site of his great uncle Harry Ninde's farm. The four founders all worked in various roles at Lincoln National. They bought a smaller insurance company located in North Dakota and needed to pass a 6-month residency requirement to complete the sale. They then bought a furnished home located in that state and spent the next six months on weekends playing poker for its furnishings. Daniel Ninde's family still owns a large oriental rug he won in a card game there. Manager Perry Randall, a Fort Wayne attorney and entrepreneur, suggested the name "Lincoln," arguing that the name of Abraham Lincoln would powerfully convey a spirit of integrity. In August 1905 Robert Todd Lincoln provided a photograph of his father, along with a letter authorizing the use of his father's likeness and name for company stationery and advertising.
In 1928, LNC president Arthur Hall hired Dr. Louis A. Warren, a Lincoln scholar, and in 1929, LNC acquired one of the largest collections of books about Abraham Lincoln in the United States. The Lincoln Museum in Fort Wayne was the second largest Lincoln museum in the country, but closed in June 2008.
Ian Rolland started with Lincoln in 1956, and became president of Lincoln National Life in 1977. When Rolland retired in 1998, new president Jon A. Boscia moved LNC to Philadelphia and started using the Lincoln Financial Group name for marketing. Lincoln National Life, the largest subsidiary, and the Lincoln Museum remained in Fort Wayne.
1990–2007
Lincoln Reinsurance was the first US reinsurance company; it was sold to Swiss Re in 2001. K&K Insurance Specialties was the first to insure events like NASCAR races; it was sold to Aon in 1993. Safeco bought American States, a property/casualty insurance business because Lincoln was primarily in life/health. However, LNC even sold a block of disability income business to MetLife in 1999, as it narrowed its focus.
Lincoln moved its headquarters from Indiana to Philadelphia in 1999. In Philadelphia Lincoln was headquartered in the West Tower of Centre Square in Center City.
Lincoln Financial was naming rights sponsor for the 2000 Rugby League World Cup which was held in England.
Lincoln Financial Group purchased the Administrative Management Group, Inc. based in Arlington Heights, Illinois in August 2002. Previously, AMG was a strategic partner of LFG for four years, providing recordkeeping services for the Lincoln Alliance product, a turnkey solution for "employer retirement and employee benefit programs, including investment choices, recordkeeping, plan design, compliance and employee retirement counseling and education."
In 2007, the company moved 400 employees, including its top executives, to Radnor Township from Philadelphia.
Jefferson-Pilot acquisition
Following the acquisition of Jefferson-Pilot Corporation in March 2006, Lincoln Financial acquired group life, disability, and dental insurance divisions. Jefferson-Pilot Corporation was a Fortune 500 company based in Greensboro, North Carolina, founded in 1986 from the merger of Jefferson Standard Insurance (founded 1907 by Charles W. Gold and Pleasant D. Gold, Jr., sons of Pleasant Daniel Gold) and Pilot Life Insurance (founded 1903). The two companies' association actually dated to 1945, when Jefferson Standard bought majority control of Pilot Life; Jefferson Standard had previously bailed Pilot out in the 1930s. The Pilot Life headquarters built in the 1920s and located at 5300 High Point Road, "a careful replication of the governor's mansion built in 1767 in New Bern," was nominated to the National Register of Historic Places in 2022, when Clachan Properties of Richmond, Virginia, was buying the property to develop apartments. The 1986 merger marked the retirement of the Pilot Life brand, most notably the end of its "Sail with the Pilot" jingles, which had been heavily associated with Atlantic Coast Conference college basketball and had been heard on television since 1958. The insurance operations would continue to be headquartered in what became the Lincoln Financial Building.
Lincoln Financial also acquired Jefferson-Pilot's television and radio operations, which were renamed Lincoln Financial Media. Jefferson Standard Insurance put WBTV in Charlotte on the air on Channel 3 in 1949. At the time, Jefferson Standard Insurance also had a 16.5% interest in the Greensboro News Company, licensee of WFMY, which signed on from Greensboro two months after WBTV. Jefferson Standard had purchased WBT radio from CBS in 1945. Jefferson Standard Broadcasting Co. was a subsidiary of Jefferson-Pilot Corp. when in 1970 the media interests were folded into a new subsidiary, Jefferson-Pilot Communications, still owned by the insurance company. The broadcasting subsidiary acquired several other radio and television stations across the country, with WBTV serving as the company's flagship station. The group owned 18 radio stations in Miami, Florida; San Diego, California; Denver, Colorado; and Atlanta, Georgia. It also owned WBTV, the CBS affiliate in Charlotte; WCSC-TV, the CBS affiliate in Charleston, South Carolina and WWBT, the NBC affiliate in Richmond, Virginia. In June 2007, the company publicly announced it would explore a sale of this division, and hired Merrill Lynch to assess its strategic options. It was announced on November 12 that Raycom Media purchased the three TV stations, including its sports production division, which was the co-holder to football and basketball games in the Atlantic Coast Conference with Raycom and sole rightsholders to the Southeastern Conference until 2009, when ESPNPlus and CBS Sports acquired the rights. The Raycom Sports brand was merged with LFS as of January 1, 2008.
Though billed as a merger of equals, the merged company carries the LNC name, operates from the LNC offices, with current LNC stockholders holding 61% of the stock, and current LNC directors controlling the new board. The insurance division is based in Greensboro, North Carolina.
Liberty Life Acquisition
On January 19, 2018, Lincoln Financial Group announced that it entered into a definitive agreement to acquire Liberty Life Assurance Company of Boston from Liberty Mutual Insurance Group. Upon completion of the transaction, Lincoln Financial retained Liberty’s Group Benefits business and reinsured Liberty’s Individual Life and Annuity business to Protective Life Insurance Company.
Recent activity
Lincoln purchased Newton County Loan and Savings in order to restructure as a bank holding company and qualify for Troubled Asset Relief Program (TARP) funding.
In January 2009, Lincoln sold its Delaware Investments subsidiary to Macquarie Group. Delaware Investments was integrated into Macquarie's global asset management arm, Macquarie Funds Group effective January 5, 2010.
In December 2023, Lincoln sold its wealth management unit to Osaic for an undisclosed amount.
Operations
LNC divides operations into four business segments: annuities, life insurance, retirement plan services, and group protection.
The principal Lincoln subsidiaries are:
Lincoln National Life Insurance Company
Lincoln Life & Annuity Company of New York
First Penn-Pacific Life Insurance Company
Lincoln Financial Distributors
Lincoln Financial Advisors
Lincoln Financial Securities
On December 31, 2016, LNC had consolidated assets under management of $262 billion and consolidated shareholders’ equity of $14.5 billion.
Insurance patent
Lincoln National is the owner of U.S. patent 7,089,201, “Method and apparatus for providing retirement income benefits”. This patent covers methods for administering variable annuities. Lincoln's commercial products that are covered by this patent include their i4LIFE Advantage and 4LaterSM Advantage annuities.
In September 2006, Lincoln filed a patent infringement lawsuit against Transamerica Life Insurance Company for allegedly infringing its insurance patent. A similar lawsuit was filed against Jackson National Life in October 2007.
On Feb. 19, 2009, a jury found the Lincoln patent valid and infringed by Transamerica et al. Damages were assessed at the "reasonable royalty rate" and Transamerica et al. were ordered to pay Lincoln $13 million, or 0.11% of the over $12 billion in assets they had under management by virtue of infringing the patent. This verdict was later overturned by the Court of Appeals for the Federal Circuit, finding Transamerica did not infringe Lincoln's patent.
Affiliations
Lincoln Financial Group is the grand sponsor of the National Forensic League and its National Speech and Debate Tournament.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
LNC 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
LNC 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
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?
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
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
成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
配当金 利回り、配当性向、配当履歴、5年CAGR
| 権利落ち日 | 金額 |
|---|---|
| 2026年7月10日 | $0.4500 |
| 2026年4月10日 | $0.4500 |
| 2026年1月12日 | $0.4500 |
| 2025年10月10日 | $0.4500 |
| 2025年7月10日 | $0.4500 |
| 2025年4月10日 | $0.4500 |
| 2025年1月10日 | $0.4500 |
| 2024年10月10日 | $0.4500 |
| 2024年7月10日 | $0.4500 |
| 2024年4月9日 | $0.4500 |
| 2024年1月9日 | $0.4500 |
| 2023年10月6日 | $0.4500 |
| 2023年7月7日 | $0.4500 |
| 2023年4月6日 | $0.4500 |
| 2023年1月9日 | $0.4500 |
| 2022年10月6日 | $0.4500 |
| 2022年7月8日 | $0.4500 |
| 2022年4月8日 | $0.4500 |
| 2022年1月7日 | $0.4500 |
| 2021年10月7日 | $0.4200 |
LNC 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
- 強い買い 2 10.5%
- 買い 7 36.8%
- 保有 8 42.1%
- 売り 1 5.3%
- 強い売り 1 5.3%
12ヶ月目標株価
12 アナリスト · 2026-08-15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6月30日 | $2.24 | $1.98 | 0.26% |
| 2026年3月31日 | $1.66 | $1.59 | 0.07% |
| 2025年12月31日 | $2.21 | $1.92 | 0.29% |
| 2025年9月30日 | $2.04 | $1.88 | 0.16% |
| 2025年6月30日 | $2.36 | $1.91 | 0.45% |
| 2025年3月31日 | $1.60 | $1.55 | 0.05% |
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 |
|---|---|---|---|---|---|---|
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | — |
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | — |
| UNM | — | — | — | — | — | — |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | — |
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | — |
| OSCR | — | -8.5 | 27.5% | -3.8% | -44.5% | — |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | — |
| GNW | $3.54B | 16.7 | 0.08% | 3.0% | 2.6% | — |
| FG | $4.18B | 16.4 | -0.23% | 4.6% | 6.0% | — |
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 9
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $18.21B | $18.44B | $11.64B | $18.81B | $17.71B | $17.44B | $17.26B | $16.42B | $14.26B | $13.33B | $13.57B | $13.55B | |
| SG&A Expense | $2.65B | $2.74B | $2.54B | $2.41B | $2.25B | $2.07B | $2.21B | $1.95B | $1.77B | $1.69B | $1.70B | $1.64B | |
| Pretax Income | $1.34B | $4.02B | $-1.15B | $1.73B | $4.64B | $423M | $919M | $1.89B | $1.13B | $1.46B | $1.43B | $2.00B | |
| Income Tax | $161M | $747M | $-396M | $367M | $865M | $-76M | $33M | $244M | $-949M | $266M | $276M | $483M | |
| Net Income | $1.18B | $3.27B | $-752M | $1.36B | $3.78B | $499M | $886M | $1.64B | $2.08B | $1.19B | $1.15B | $1.51B | |
| EPS (Basic) | $5.94 | $18.66 | $-4.92 | $7.93 | $20.17 | $2.58 | $4.41 | $7.60 | $9.36 | $5.09 | $4.60 | $5.81 | |
| EPS (Diluted) | $5.83 | $18.41 | $-4.92 | $7.78 | $19.96 | $2.56 | $4.38 | $7.40 | $9.22 | $5.03 | $4.51 | $5.67 | |
| Shares (Basic) | 182,674,725 | 170,597,104 | 169,562,903 | 171,034,695 | 187,359,884 | 193,610,225 | 200,608,737 | 215,936,448 | 222,128,687 | 234,181,717 | 250,629,243 | 260,877,533 | |
| Shares (Diluted) | 186,062,087 | 173,080,425 | 170,738,655 | 172,700,155 | 189,637,612 | 194,465,180 | 202,105,134 | 219,552,106 | 226,220,980 | 236,830,287 | 254,938,112 | 267,963,995 |
貸借対照表 12
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | $1.63B | $2.72B | $3.15B | $3.92B | |
| Goodwill | $1.14B | $1.14B | $1.14B | $1.14B | $1.78B | $1.78B | $1.78B | $1.78B | $1.37B | $2.27B | $2.27B | $2.27B | |
| Total Assets | $417.20B | $390.83B | $372.41B | $334.33B | $386.94B | $365.95B | $334.76B | $298.15B | $281.76B | $261.63B | $251.91B | $253.38B | |
| Short-term Debt | $400M | $300M | $250M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $406.30B | $382.56B | $365.52B | $329.23B | $366.19B | $343.25B | $315.07B | $283.80B | $264.44B | $247.15B | $238.29B | $237.64B | |
| Long-term Debt | $5.87B | $5.86B | $5.70B | $6.33B | $6.33B | $6.33B | $6.13B | $5.69B | $5.12B | $5.12B | $5.32B | $5.27B | |
| Total Debt | $400M | $300M | $250M | $500M | $300M | · | $300M | · | $450M | · | · | · | |
| Retained Earnings | $8.39B | $7.64B | $4.78B | $5.92B | $9.58B | $8.69B | $8.85B | $8.55B | $8.40B | $7.04B | $6.47B | $6.02B | |
| AOCI | $-4.06B | $-5.04B | $-3.48B | $-6.35B | $6.44B | $8.93B | $5.67B | $407M | $3.23B | $1.57B | $845M | $3.10B | |
| Stockholders' Equity | $10.91B | $8.27B | $6.89B | $5.10B | $19.91B | $22.70B | $19.69B | $14.35B | $17.32B | $14.48B | $13.62B | $15.74B | |
| Liabilities + Equity | $417.20B | $390.83B | $372.41B | $334.33B | $386.94B | $365.95B | $334.76B | $298.15B | $281.76B | $261.63B | $251.91B | $253.38B | |
| Shares Outstanding | 190,051,477 | 170,380,646 | 169,666,137 | 169,220,511 | 177,193,515 | 192,329,691 | 196,668,532 | 205,862,760 | 218,090,114 | 226,335,105 | 243,835,893 | 256,551,440 |
キャッシュフロー 11
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $-167M | $-2.01B | $-2.07B | $3.61B | $-217M | $534M | $-2.69B | $1.94B | $788M | $1.27B | $2.24B | $2.53B | |
| Investing Cash Flow | $-4.01B | $821M | $-3.33B | $-11.65B | $-3.58B | $-9.48B | $-5.50B | $-5.82B | $-4.19B | $-3.67B | $-4.22B | $-1.80B | |
| Debt Issued | $495M | $346M | $0 | $296M | $0 | $1.29B | $744M | $1.09B | · | $395M | $298M | · | |
| Net Debt Issued | $195M | $246M | $-500M | $-4M | · | $193M | $436M | $557M | · | $-205M | $48M | $-500M | |
| Stock Issued | $825M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | $0 | $0 | $550M | $1.10B | $275M | $550M | $900M | $725M | $879M | $900M | $650M | |
| Net Stock Activity | $825M | $0 | $0 | $-550M | $-1.10B | $-275M | $-550M | $-900M | $-725M | $-879M | $-900M | $-650M | |
| Dividends Paid | $325M | $307M | $305M | $310M | $319M | $311M | $303M | $289M | $262M | $238M | $204M | $170M | |
| Financing Cash Flow | $7.88B | $3.62B | $5.43B | $8.77B | $4.71B | $8.09B | $8.40B | $4.59B | $2.31B | $1.97B | $1.21B | $834M | |
| Net Change in Cash | $3.70B | $2.44B | $22M | $731M | $904M | · | · | · | $-1.09B | $-424M | $-773M | $1.55B | |
| Taxes Paid | $84M | $0 | $0 | $-54M | $1M | $22M | $260M | $90M | $170M | $197M | $215M | $254M |
収益性 4
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 6.5% | 17.8% | -6.5% | -11.9% | 7.3% | 2.9% | 5.1% | 10.0% | 14.6% | 8.9% | 8.5% | 11.2% | |
| Pretax Margin | 7.3% | 21.8% | -9.9% | -15.1% | 8.5% | 2.4% | 5.3% | 11.5% | 7.9% | 10.9% | 10.5% | 14.7% | |
| ROA | 0.29% | 0.86% | -0.21% | -0.68% | 0.37% | 0.14% | 0.28% | 0.57% | 0.77% | 0.46% | 0.46% | 0.62% | |
| ROE | 12.3% | 37.9% | -14.9% | -61.0% | 6.8% | 2.3% | 4.5% | 11.2% | 12.4% | 7.7% | 8.2% | 9.7% |
流動性と支払能力 1
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | · | 0.0 | · | 0.0 | · | · | · |
効率性 1
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
成長率 10
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.2% | 58.4% | -38.1% | 6.2% | 1.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.1% | 1.4% | -12.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.87% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -68.3% | · | · | -61.0% | 679.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -9.2% | -2.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 17.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -64.1% | · | · | -64.1% | 657.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -4.7% | -4.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 0.88% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション(TTM) 14
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $18.21B | $18.44B | $11.64B | $18.81B | $17.71B | $17.44B | $17.26B | $16.42B | $14.26B | $13.33B | $13.57B | $13.55B | |
| Net Income TTM | $1.18B | $3.27B | $-752M | $1.36B | $3.78B | $499M | $886M | $1.64B | $2.08B | $1.19B | $1.15B | $1.51B | |
| Market Cap | $8.46B | $5.40B | $4.58B | $5.20B | $12.10B | $9.68B | $11.61B | $10.56B | $16.76B | $15.00B | $12.26B | $14.80B | |
| Enterprise Value | · | · | · | · | · | · | · | · | $15.59B | · | · | · | |
| P/E | 7.6 | 1.7 | -5.5 | 3.9 | 3.4 | 19.7 | 13.5 | 6.9 | 8.3 | 13.2 | 11.1 | 10.2 | |
| P/S | 0.5 | 0.3 | 0.4 | 0.3 | 0.7 | 0.6 | 0.7 | 0.6 | 1.2 | 1.1 | 0.9 | 1.1 | |
| P/B | 0.8 | 0.7 | 0.7 | 1.1 | 0.6 | 0.4 | 0.6 | 0.7 | 1.0 | 1.0 | 0.9 | 0.9 | |
| P / Tangible Book | 0.9 | 0.8 | 0.8 | 1.3 | 0.7 | 0.5 | · | · | · | · | · | · | |
| P / Cash Flow | -50.7 | -2.7 | -2.2 | 1.3 | 80.1 | 18.1 | -4.3 | 5.4 | 21.3 | 11.8 | 5.5 | 5.9 | |
| EV / Revenue | · | · | · | · | · | · | · | · | 1.1 | · | · | · | |
| Dividend Yield | 3.8% | 5.7% | 6.7% | 6.0% | 2.6% | 3.2% | 2.6% | 2.7% | 1.6% | 1.6% | 1.7% | 1.1% | |
| Earnings Yield | 13.1% | 58.1% | -18.2% | 25.3% | 29.2% | 5.1% | 7.4% | 14.4% | 12.0% | 7.6% | 9.0% | 9.8% | |
| Payout Ratio | 27.6% | 9.4% | -40.6% | -13.8% | 22.7% | 62.3% | 34.2% | 17.6% | 12.6% | 20.0% | 17.7% | 11.2% | |
| Annual Payout | $325M | $307M | $305M | $310M | $319M | $311M | $303M | $289M | $262M | $238M | $204M | $170M |
損益計算書 8
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.54B | $5.31B | $4.92B | $4.55B | $4.04B | $4.69B | $5.06B | $4.11B | $5.15B | $4.12B | $699M | $4.20B | $2.93B | $3.81B | $3.84B | $4.67B | |
| Pretax Income | $1.64B | $-246M | $915M | $524M | $848M | $-949M | $2.10B | $-703M | $1.10B | $1.53B | $-1.61B | $1.03B | $602M | $-1.17B | $984M | $-2.13B | |
| Income Tax | $311M | $-74M | $160M | $79M | $149M | $-227M | $415M | $-175M | $201M | $306M | $-379M | $181M | $91M | $-289M | $172M | $-350M | |
| Net Income | $1.33B | $-172M | $755M | $445M | $699M | $-722M | $1.69B | $-528M | $895M | $1.22B | $-1.24B | $853M | $511M | $-881M | $812M | $-1.78B | |
| EPS (Basic) | $6.85 | $-1.08 | $4.32 | $2.15 | $3.88 | $-4.41 | $9.79 | $-3.29 | $5.18 | $6.98 | $-7.34 | $4.82 | $2.95 | $-5.35 | $4.98 | $-10.46 | |
| EPS (Diluted) | $6.72 | $-1.10 | $4.32 | $2.12 | $3.80 | $-4.41 | $9.66 | $-3.29 | $5.11 | $6.93 | $-7.28 | $4.79 | $2.94 | $-5.37 | $5.03 | $-10.47 | |
| Shares (Basic) | 192,862,677 | 191,891,461 | -356,648,437 | 190,826,396 | 177,175,326 | 171,321,440 | -340,846,489 | 170,773,438 | 170,620,161 | 170,049,994 | -339,022,460 | 169,645,881 | 169,581,636 | 169,357,846 | -343,955,498 | 169,706,526 | |
| Shares (Diluted) | 196,418,594 | 196,496,544 | -362,931,703 | 194,304,105 | 180,602,665 | 174,087,020 | -344,495,757 | 172,848,870 | 172,892,566 | 171,834,746 | -341,134,514 | 170,890,502 | 170,497,507 | 170,485,160 | -347,536,747 | 171,095,360 |
貸借対照表 11
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | |
| Total Assets | $429.80B | $406.16B | $417.20B | $415.27B | $399.06B | $382.90B | $390.83B | $396.84B | $384.53B | $383.38B | · | $338.41B | $348.61B | $343.14B | · | $324.68B | |
| Short-term Debt | $400M | $400M | · | $0 | $0 | $0 | · | $300M | $450M | $503M | · | · | · | · | · | · | |
| Total Liabilities | $418.45B | $395.95B | $406.30B | $404.82B | $389.52B | $374.70B | $382.56B | $387.83B | $376.58B | $375.83B | · | $335.21B | $342.79B | $336.41B | · | $322.47B | |
| Long-term Debt | $6.46B | $5.97B | $6.26B | $5.77B | $5.77B | $5.87B | · | $5.90B | $5.72B | $5.73B | · | · | · | · | · | · | |
| Total Debt | $400M | $400M | · | $0 | $0 | $0 | · | $300M | $450M | $503M | · | · | · | · | · | $6.46B | |
| Retained Earnings | $9.32B | $8.09B | $8.39B | $7.73B | $7.41B | $6.81B | $7.64B | $6.05B | $6.69B | $5.89B | · | $6.10B | $5.36B | $4.94B | · | $6.31B | |
| AOCI | $-4.58B | $-4.47B | $-4.06B | $-3.84B | $-4.39B | $-4.31B | $-5.04B | $-2.68B | $-4.37B | $-3.95B | · | $-8.48B | $-5.10B | $-3.75B | · | $-8.63B | |
| Stockholders' Equity | $11.35B | $10.21B | $10.91B | $10.45B | $9.55B | $8.19B | $8.27B | $9.01B | $7.95B | $7.55B | $6.89B | $3.20B | $5.82B | $6.73B | $5.10B | $2.22B | |
| Liabilities + Equity | $429.80B | $406.16B | $417.20B | $415.27B | $399.06B | $382.90B | $390.83B | $396.84B | $384.53B | $383.38B | · | $338.41B | $348.61B | $343.14B | · | $324.68B | |
| Shares Outstanding | 191,425,371 | 191,209,768 | 190,051,477 | 189,920,627 | 189,570,904 | 170,695,166 | 170,380,646 | 170,341,467 | 170,188,487 | 170,016,887 | 169,666,137 | 169,658,271 | 169,630,880 | 169,537,759 | 169,220,511 | 169,214,493 |
キャッシュフロー 9
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $-558M | $138M | $233M | $-1.14B | $1.01B | $-272M | $222M | $-27M | $-859M | $-1.34B | $-1.87B | $46M | $522M | $-774M | $594M | $307M | |
| Investing Cash Flow | $2.58B | $-3.45B | $-3.91B | $2.21B | $-266M | $-2.05B | $-717M | $-702M | $601M | $1.64B | $-714M | $-1.44B | $-857M | $-325M | $-1.78B | $-3.11B | |
| Debt Issued | $494M | $250M | $495M | $0 | $0 | $0 | $0 | $0 | $-1M | $347M | $0 | $0 | $0 | $0 | $0 | $-1M | |
| Net Debt Issued | · | $100M | · | · | · | $-300M | · | · | · | $300M | · | · | · | · | · | · | |
| Stock Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $50M | |
| Dividends Paid | $86M | $86M | $86M | $86M | $76M | $77M | $77M | $77M | $76M | $77M | $76M | $76M | $76M | $77M | $76M | $77M | |
| Financing Cash Flow | $800M | $1.16B | $2.51B | $2.45B | $2.11B | $801M | $283M | $1.27B | $1.61B | $461M | $3.42B | $153M | $337M | $1.52B | $3.06B | $2.71B | |
| Net Change in Cash | $2.82B | $-2.16B | $-1.17B | $3.52B | $2.86B | $-1.52B | $-212M | $538M | $1.35B | $757M | $836M | $-1.24B | $2M | $423M | · | · |
収益性 4
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.3% | -3.2% | · | 9.8% | 17.3% | -15.4% | · | -12.8% | 17.4% | 29.7% | · | 20.3% | 17.4% | -23.1% | · | -53.6% | |
| Pretax Margin | 36.2% | -4.6% | · | 11.5% | 21.0% | -20.2% | · | -17.1% | 21.3% | 37.1% | · | 24.6% | 20.5% | -30.7% | · | -65.4% | |
| ROA | 0.32% | -0.04% | · | 0.11% | 0.18% | -0.19% | · | -0.14% | 0.24% | 0.34% | · | 0.26% | 0.15% | -0.25% | · | -0.73% | |
| ROE | 12.8% | -1.9% | · | 4.6% | 8.0% | -9.2% | · | -8.6% | 13.0% | 17.1% | · | 31.5% | 6.8% | -8.2% | · | -22.0% |
流動性と支払能力 2
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | · | · | · | · | 2.9 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 2.9 |
効率性 1
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
バリュエーション(TTM) 10
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $18.45B | $18.60B | · | $17.40B | $18.00B | $18.07B | · | $17.58B | $16.40B | $15.06B | · | $15.17B | $15.64B | $18.29B | · | $20.20B | |
| Net Income TTM | $2.30B | $250M | · | $-106M | $344M | $867M | · | $2.44B | $3.48B | $1.71B | · | $504M | $-2.12B | $-1.80B | · | $1.25B | |
| Market Cap | $6.77B | $6.79B | · | $7.66B | $6.56B | $6.13B | · | $5.37B | $5.29B | $5.43B | · | $4.19B | $4.37B | $3.81B | · | $7.43B | |
| P/E | 3.1 | 86.6 | · | -22.7 | 28.6 | 8.3 | · | 2.3 | 1.6 | 3.4 | · | 10.1 | -2.0 | -2.1 | · | 6.6 | |
| P/S | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.3 | 0.3 | 0.2 | · | 0.4 | |
| P/B | 0.6 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.6 | 0.7 | 0.7 | · | 1.3 | 0.8 | 0.6 | · | 3.4 | |
| P / Tangible Book | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.7 | 0.8 | 0.8 | · | 2.0 | 0.9 | 0.7 | · | 6.9 | |
| P / Cash Flow | · | 49.2 | · | · | · | -22.5 | · | · | · | -4.0 | · | · | · | -4.9 | · | · | |
| Earnings Yield | 32.6% | 1.1% | · | -4.4% | 3.5% | 12.1% | · | 43.0% | 63.6% | 29.1% | · | 9.9% | -49.7% | -48.6% | · | 15.0% | |
| Payout Ratio | · | -50.0% | · | · | · | -10.7% | · | · | · | 6.3% | · | · | · | -8.7% | · | · |
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
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| 収益 | $18.21B | $18.44B | $11.64B | $18.81B | — |
| 純利益 | $1.18B | $3.27B | $-752M | $1.36B | — |
| 希薄化後EPS | $5.83 | $18.41 | $-4.92 | $7.78 | — |
貸借対照表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| 負債資本倍率 | 0.0 | 0.0 | 0.0 | 0.1 | — |
最新ニュース この会社に言及した最近の見出し
マイ指標 あなた専用のウォッチリスト — 決算詳細から選択した行
あなたにとって重要なメトリクスを選択 — 上記の決算詳細の任意の行の横にある➕をクリックしてください。
選択内容は保存され、すべてのティッカーで引き継がれます。
機関投資家(13F) 695 提出者 · $4.0B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。
| 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 |
|---|---|---|---|---|
| 92 (-1 前期比) | 67 (-15 前期比) | 229 (-4 前期比) | 191 (+4 前期比) | +33.6M |
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 |
|---|---|---|---|---|
| Bain Capital Prairie, LLC | $663,148,219 | 18,759,497 | 16.67% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $368,601,732 | 10,427,206 | 9.26% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $295,067,935 | 8,347,042 | 7.42% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $285,458,125 | 8,075,195 | 7.17% | 株式数 |
| STATE STREET CORP | $215,857,776 | 6,106,302 | 5.42% | 株式数 |
| JENNISON ASSOCIATES LLC | $107,418,962 | 3,038,726 | 2.70% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $96,561,586 | 2,730,807 | 2.43% | 株式数 |
| NORGES BANK | $80,982,396 | 2,290,874 | 2.04% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $77,539,377 | 2,193,476 | 1.95% | 株式数 |
| PRINCIPAL FINANCIAL GROUP INC | $75,534,184 | 2,136,752 | 1.90% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $67,954,012 | 1,922,320 | 1.71% | 株式数 |
| VICTORY CAPITAL MANAGEMENT INC | $52,706,002 | 1,490,976 | 1.32% | 株式数 |
| HSBC HOLDINGS PLC | $52,366,460 | 1,483,049 | 1.32% | 株式数 |
| FIRST TRUST ADVISORS LP | $50,971,663 | 1,441,914 | 1.28% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $50,407,651 | 1,425,959 | 1.27% | 株式数 |
| Balyasny Asset Management L.P. | $48,924,117 | 1,383,992 | 1.23% | 株式数 |
| D. E. Shaw & Co., Inc. | $45,628,543 | 1,290,765 | 1.15% | 株式数 |
| ALGEBRIS (UK) LTD | $44,811,438 | 1,271,655 | 1.13% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $38,611,002 | 1,092,249 | 0.97% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32,041,240 | 906,400 | 0.81% | プットオプション |
| UBS Group AG | $26,380,362 | 746,262 | 0.66% | 株式数 |
| Caisse de depot et placement du Quebec | $26,148,112 | 739,692 | 0.66% | 株式数 |
| Quantinno Capital Management LP | $25,915,183 | 733,102 | 0.65% | 株式数 |
| Jain Global LLC | $25,282,355 | 715,201 | 0.64% | 株式数 |
| Gotham Asset Management, LLC | $25,017,513 | 707,709 | 0.63% | 株式数 |
| GOLDMAN SACHS GROUP INC | $25,013,243 | 707,588 | 0.63% | 株式数 |
| TWO SIGMA INVESTMENTS, LP | $24,731,708 | 699,624 | 0.62% | 株式数 |
| Hudson Bay Capital Management LP | $24,533,395 | 694,014 | 0.62% | 株式数 |
| Allspring Global Investments Holdings, LLC | $22,149,283 | 611,352 | 0.56% | 株式数 |
| Advisors Capital Management, LLC | $21,914,177 | 619,920 | 0.55% | 株式数 |
| Cander Asset Management LP | $21,833,539 | 617,639 | 0.55% | 株式数 |
| Interval Partners, LP | $21,507,682 | 608,421 | 0.54% | 株式数 |
| Miller Value Partners, LLC | $21,321,706 | 603,160 | 0.54% | 株式数 |
| Public Sector Pension Investment Board | $20,669,039 | 584,697 | 0.52% | 株式数 |
| CITADEL ADVISORS LLC | $19,452,398 | 550,280 | 0.49% | 株式数 |
| LPL Financial LLC | $18,921,963 | 535,275 | 0.48% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $18,800,509 | 531,839 | 0.47% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $18,700,256 | 529,003 | 0.47% | 株式数 |
| MetLife Investment Management, LLC | $18,043,559 | 510,426 | 0.45% | 株式数 |
| Schonfeld Strategic Advisors LLC | $17,738,133 | 501,786 | 0.45% | 株式数 |
| AMERIPRISE FINANCIAL INC | $17,305,132 | 489,537 | 0.43% | 株式数 |
| CITADEL ADVISORS LLC | $17,264,940 | 488,400 | 0.43% | プットオプション |
| CITADEL ADVISORS LLC | $14,917,700 | 422,000 | 0.37% | コールオプション |
| Focus Partners Wealth | $13,714,483 | 387,962 | 0.34% | 株式数 |
| SEI INVESTMENTS CO | $13,225,640 | 374,134 | 0.33% | 株式数 |
| Prana Capital Management, LP | $13,127,435 | 371,356 | 0.33% | 株式数 |
| Fideuram Asset Management (Ireland) dac | $12,841,999 | 366,956 | 0.32% | 株式数 |
| First Eagle Investment Management, LLC | $12,328,313 | 348,750 | 0.31% | 株式数 |
| RHUMBLINE ADVISERS | $12,195,105 | 344,983 | 0.31% | 株式数 |
| Swiss National Bank | $12,135,655 | 343,300 | 0.30% | 株式数 |
| JANE STREET GROUP, LLC | $11,435,725 | 323,500 | 0.29% | プットオプション |
| &PARTNERS | $10,945,696 | 309,681 | 0.28% | 株式数 |
| JUPITER ASSET MANAGEMENT LTD | $10,719,994 | 303,253 | 0.27% | 株式数 |
| Man Group plc | $10,626,776 | 300,616 | 0.27% | 株式数 |
| California Public Employees Retirement System | $10,517,261 | 297,518 | 0.26% | 株式数 |
| CHURCHILL MANAGEMENT Corp | $10,389,390 | 300,271 | 0.26% | 株式数 |
| Squarepoint Ops LLC | $10,209,221 | 288,804 | 0.26% | 株式数 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10,162,453 | 287,481 | 0.26% | 株式数 |
| Legal & General Group Plc | $9,298,501 | 263,041 | 0.23% | 株式数 |
| JANE STREET GROUP, LLC | $9,003,857 | 254,706 | 0.23% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $8,650,513 | 244,710 | 0.22% | 株式数 |
| Cubist Systematic Strategies, LLC | $7,956,371 | 197,282 | 0.20% | 株式数 |
| Cordgrass Capital Advisors, LLC | $7,761,623 | 219,565 | 0.20% | 株式数 |
| OSAIC HOLDINGS, INC. | $7,140,320 | 201,960 | 0.18% | 株式数 |
| ALLIANCEBERNSTEIN L.P. | $7,058,359 | 198,827 | 0.18% | 株式数 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7,040,928 | 198,336 | 0.18% | 株式数 |
| Access Investment Management LLC | $6,946,275 | 196,500 | 0.17% | 株式数 |
| Congress Wealth Management LLC / DE / | $6,912,491 | 199,783 | 0.17% | 株式数 |
| Illinois Municipal Retirement Fund | $6,627,065 | 187,470 | 0.17% | 株式数 |
| COMMONWEALTH EQUITY SERVICES, LLC | $6,483,497 | 183,409 | 0.16% | 株式数 |
| Parallax Volatility Advisers, L.P. | $6,189,785 | 175,100 | 0.16% | プットオプション |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5,771,630 | 163,271 | 0.15% | 株式数 |
| VANGUARD ASSET MANAGEMENT, Ltd | $5,715,671 | 161,688 | 0.14% | 株式数 |
| Bridgewater Associates, LP | $5,661,939 | 160,168 | 0.14% | 株式数 |
| Entropy Technologies, LP | $5,646,774 | 159,739 | 0.14% | 株式数 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $5,585,441 | 158,004 | 0.14% | 株式数 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5,582,967 | 157,934 | 0.14% | 株式数 |
| WOLVERINE TRADING, LLC | $5,579,434 | 137,900 | 0.14% | コールオプション |
| BlackRock, Inc. | $5,537,790 | 156,656 | 0.14% | 株式数 |
| PRUDENTIAL FINANCIAL INC | $5,496,607 | 155,491 | 0.14% | 株式数 |
| Robeco Institutional Asset Management B.V. | $5,423,999 | 153,437 | 0.14% | 株式数 |
| ALGERT GLOBAL LLC | $5,214,443 | 147,509 | 0.13% | 株式数 |
| CAPITAL FUND MANAGEMENT S.A. | $5,069,897 | 143,420 | 0.13% | 株式数 |
| ENVESTNET ASSET MANAGEMENT INC | $5,018,337 | 141,961 | 0.13% | 株式数 |
| CI INVESTMENTS INC. | $4,809,968 | 136,067 | 0.12% | 株式数 |
| JANE STREET GROUP, LLC | $4,782,855 | 135,300 | 0.12% | コールオプション |
| WOLVERINE TRADING, LLC | $4,648,854 | 114,900 | 0.12% | プットオプション |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4,623,462 | 130,791 | 0.12% | 株式数 |
| Allianz Asset Management GmbH | $4,567,927 | 129,220 | 0.11% | 株式数 |
| Loudon Investment Management, LLC | $4,454,241 | 126,004 | 0.11% | 株式数 |
| NISA INVESTMENT ADVISORS, LLC | $4,276,855 | 120,986 | 0.11% | 株式数 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4,061,008 | 114,880 | 0.10% | 株式数 |
| MORGAN STANLEY | $3,981,471 | 112,630 | 0.10% | 株式数 |
| ROYCE & ASSOCIATES LP | $3,972,527 | 112,377 | 0.10% | 株式数 |
| CAPTRUST FINANCIAL ADVISORS | $3,890,788 | 110,065 | 0.10% | 株式数 |
| Vanguard Global Advisers, LLC | $3,842,828 | 108,708 | 0.10% | 株式数 |
| BARCLAYS PLC | $3,785,278 | 107,080 | 0.10% | 株式数 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $3,678,178 | 82,600 | 0.09% | 株式数 |
| JONES FINANCIAL COMPANIES LLLP | $3,648,452 | 99,359 | 0.09% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $3,566,815 | 100,900 | 0.09% | プットオプション |
企業インサイダー 77 人のインサイダー · 49人の役員 · 27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 |
|---|---|---|---|---|---|---|
| Ellen Cooper | Chairman, President & CEO | 2026年2月19日 A | 768,244 | 0 | 0 | $0 |
| Jon A Boscia | Chairman & CEO | 2007年4月27日 A | 67,835 | 0 | 0 | $0 |
| John Gotta | EVP & CEO-LNL | 2006年3月9日 F | 92,353 | 0 | 0 | $0 |
| Randal J Freitag | EVP & CFO | 2022年2月27日 F | 288,331 | 0 | 0 | $0 |
| Richard C Vaughan | EVP & Chief Financial Officer | 2004年3月31日 A | 47,502 | 0 | 0 | $0 |
| Wilford H. Fuller | President - LFGD | 2021年2月21日 F | 219,850 | 0 | 0 | $0 |
| Mark E Konen | President - Ins. Sol. and Ann. | 2017年2月24日 F | 112,439 | 0 | 0 | $0 |
| Charles C Cornello | President - Ret. Plan Svs. | 2015年2月25日 F | 99,033 | 0 | 0 | $0 |
| Patrick P Coyne | President-Del. Inv. | 2009年8月3日 F | 17,512 | 0 | 0 | $0 |
| Williams Michael Tallett | President-LNUK | 2009年8月3日 F | 29,302 | 0 | 0 | $0 |
| Terrence James Mullen | President-LFD | 2008年9月8日 S | 26,811 | 0 | 0 | $0 |
| Westley V Thompson | President-Employer Markets | 2008年8月6日 M | 113,363 | 0 | 0 | $0 |
| Jude T Driscoll | President-Del. Inv. | 2006年6月30日 I | 19,912 | 0 | 0 | $0 |
| Theresa M Stone | President-Lincoln Fin'l Media | 2006年4月3日 A | 15,325 | 0 | 0 | $0 |
| Warren H May | President-LFD | 2006年4月3日 A | 6,251 | 0 | 0 | $0 |
| Curtis W. Chesney | EVP, President of Annuities | 2026年8月17日 G | 21,984 | 0 | 0 | $0 |
| Sean Woodroffe | EVP, Ch Ppl Comms Ent Srvc Off | 2026年8月17日 S | 119,947 | 0 | 5 | $-2,634,458 |
| Craigt T Beazer | EVP & General Counsel | 2026年6月5日 S | 103,906 | 0 | 1 | $-1,033,500 |
| Andrew Rallis | EVP, Chief Risk Officer | 2026年6月1日 F | 162,530 | 0 | 0 | $0 |
| John Christopher Kennedy | EVP, Chief Dist. & Brand Off | 2026年5月24日 F | 125,557 | 0 | 1 | $-155,364 |
| Jennifer Charters | EVP, Chief Information Officer | 2026年3月13日 P | 37,796 | 1 | 0 | $9,783 |
| Nilanjan Adhya | EVP Chf AI Data Analytics Off | 2026年2月19日 A | 19,951 | 0 | 0 | $0 |
| John G Morriss | EVP, Chief Investment Officer | 2026年2月19日 A | 27,614 | 0 | 0 | $0 |
| Brian Kroll | EVP, Head of Life & Annuities | 2026年2月19日 A | 70,536 | 0 | 1 | $-260,015 |
| James Waltman Reid | EVP, Pres. Workplace Solutions | 2026年2月19日 A | 177,838 | 0 | 1 | $-127,520 |
| Adam M Cohen | CAO | 2026年2月19日 A | 39,259 | 0 | 0 | $0 |
| Jayson R Bronchetti | EVP, Chief Investment Officer | 2025年5月26日 F | 77,220 | 0 | 0 | $0 |
| Kenneth S. Solon | EVP & Chief Information Ofc. | 2024年5月7日 F | 149,624 | 0 | 0 | $0 |
| Matthew Grove | EVP, Pres. Retail Solutions | 2024年2月21日 A | 138,793 | 0 | 0 | $0 |
| Jennifer Warne Krow | EVP, Chief People Officer | 2023年2月19日 F | 30,400 | 0 | 0 | $0 |
| Jamie Ohl | EVP, President Wrkplc Sols | 2022年2月27日 F | 65,706 | 0 | 0 | $0 |
| Christine A Janofsky | CAO | 2021年8月17日 A | 13,058 | 0 | 0 | $0 |
| Lisa Buckingham | EVP, Ch Pple Place Brand Off | 2021年2月21日 F | 85,928 | 0 | 0 | $0 |
| Leon E Roday | EVP & General Counsel | 2020年12月4日 S | 0 | 0 | 0 | $0 |
| Richard L. Mucci | EVP, President GP | 2019年2月27日 A | 37,164 | 0 | 0 | $0 |
| Raj Chakraborty | EVP & Chief Digital Officer | 2018年2月21日 A | 29,751 | 0 | 0 | $0 |
| Kirkland L Hicks | EVP & General Counsel | 2018年2月21日 A | 42,102 | 0 | 0 | $0 |
| Douglas N Miller | SVP & CAO | 2016年3月14日 S | 10,960 | 0 | 0 | $0 |
| Adam Grey Ciongoli | EVP & General Counsel | 2015年6月2日 M | 98,889 | 0 | 0 | $0 |
| Robert W Dineen | Vice Chair.-LFN | 2013年2月22日 F | 143,809 | 0 | 0 | $0 |
| Frederick John Crawford | EVP & Head Corp Dev & Inv | 2011年5月2日 S | 121,602 | 0 | 0 | $0 |
| Nicole S Jones | SVP & General Counsel | 2011年2月23日 A | 35,436 | 0 | 0 | $0 |
| Heather Case Dzielak | CMO-SVP, Marketing | 2010年8月2日 F | 13,163 | 0 | 0 | $0 |
| Dennis L Schoff | SVP & General Counsel | 2009年8月3日 F | 77,198 | 0 | 0 | $0 |
| Elizabeth Laws Reeves | SVP & CHRO | 2008年3月10日 F | 36,534 | 0 | 0 | $0 |
| Barbara S Kowalczyk | SVP CP&D | 2007年6月22日 A | 101,287 | 0 | 0 | $0 |
| Jason Glazier | SVP & CTO | 2006年2月22日 M | 4,394 | 0 | 0 | $0 |
| George E Davis | SVP Human Resources | 2004年3月31日 A | 40,398 | 0 | 0 | $0 |
| Casey J Trumble | SVP & Chief Accounting Officer | 2004年3月11日 A | 847 | 0 | 0 | $0 |
| Dale Lefebvre | 取締役 | 2026年6月30日 A | — | 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 2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 |
|---|---|---|---|---|---|
| Bain Capital Prairie, LLC ×2 提出書類 | 2026年8月12日 | 9.80% | 修正 | — | SEC |
| Lincoln National Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Investments Corporation ×3 提出書類 | 2026年5月18日 | 65.58% | 修正 | — | 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 117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 |
|---|---|---|---|---|
| PJFM · PGIM ETF Trust | 2.18% | 10,281 NS | 2026年5月29日 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 1.89% | 273,861 SH | 2026年8月8日 | 日次 |
| KBWD · Invesco Exchange-Traded Fund Trust … | 1.72% | 157,377 SH | 2026年8月8日 | 日次 |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1.70% | 10,052 SH | 2026年8月8日 | 日次 |
| RWJ · Invesco Exchange-Traded Fund Trust … | 1.54% | 703,914 SH | 2026年8月8日 | 日次 |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1.52% | 106,429 SH | 2026年8月8日 | 日次 |
| VMAX · Lattice Strategies Trust | 1.47% | 18,086 NS | 2026年4月30日 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1.26% | 359,142 NS | 2026年4月30日 | N-PORT |
| SIXS · EXCHANGE TRADED CONCEPTS TRUST | 1.14% | 41,015 NS | 2026年5月31日 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1.03% | 260,262 | 2026年8月8日 | 日次 |
| VAMO · Cambria ETF Trust | 0.89% | 19,527 NS | 2026年4月30日 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.88% | 58,589 SH | 2026年8月8日 | 日次 |
| IJS · iShares Trust | 0.82% | 1,458,914 SH | 2026年8月8日 | 日次 |
| CVY · Invesco Exchange-Traded Fund Trust | 0.82% | 22,113 SH | 2026年8月8日 | 日次 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.64% | 361,109 SH | 2026年8月8日 | 日次 |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.60% | 34,343 NS | 2026年4月30日 | N-PORT |
| IAK · iShares Trust | 0.59% | 70,276 SH | 2026年8月8日 | 日次 |
| HIDV · AB Active ETFs, Inc. | 0.59% | 32,099 NS | 2026年5月31日 | N-PORT |
| DVY · iShares Trust | 0.57% | 2,877,045 SH | 2026年8月8日 | 日次 |
| VRP · Invesco Exchange-Traded Fund Trust … | 0.51% | 15,396,000 | 2026年8月8日 | 日次 |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.51% | 725,559 | 2026年8月8日 | 日次 |
| AUSF · Global X Funds | 0.48% | 114,484 NS | 2026年5月31日 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.47% | 26,339 SH | 2026年8月8日 | 日次 |
| ABCS · EA Series Trust | 0.47% | 1,500 NS | 2026年5月29日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.41% | 815,907 NS | 2026年4月30日 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.38% | 84,706 NS | 2026年4月30日 | N-PORT |
| IJR · iShares Trust | 0.36% | 8,547,054 SH | 2026年8月8日 | 日次 |
| NUSC · Nushares ETF Trust | 0.33% | 112,349 NS | 2026年4月30日 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.33% | 595,055 SH | 2026年8月8日 | 日次 |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.29% | 102,515 NS | 2026年4月30日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.27% | 983,756 NS | 2026年4月30日 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.27% | 330,000 | 2026年8月8日 | 日次 |
| SAA · ProShares Trust | 0.26% | 2,023 NS | 2026年5月31日 | N-PORT |
| XJR · iShares Trust | 0.26% | 10,352 SH | 2026年8月8日 | 日次 |
| PFF · iShares Trust | 0.25% | 1,223,256 SH | 2026年8月8日 | 日次 |
| DFVE · DoubleLine ETF Trust | 0.23% | 1,804 NS | 2026年3月31日 | N-PORT |
| ITAN · EA Series Trust | 0.22% | 5,633 NS | 2026年5月29日 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0.21% | 6,410,000 | 2026年8月8日 | 日次 |
| ISCV · iShares Trust | 0.20% | 30,320 SH | 2026年8月8日 | 日次 |
| GSY · Invesco Actively Managed Exchange-T… | 0.19% | 7,383,000 | 2026年8月8日 | 日次 |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.18% | 6,637 NS | 2026年4月30日 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.17% | 28,548 NS | 2026年4月30日 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.17% | 29,281 NS | 2026年5月31日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.17% | 103,732 NS | 2026年4月30日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.14% | 525,295 NS | 2026年4月30日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.14% | 2,784,424 SH | 2026年8月8日 | 日次 |
| VFVA · VANGUARD WELLINGTON FUND | 0.13% | 30,238 SH | 2026年8月8日 | 日次 |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 68,958 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.13% | 812,261 NS | 2026年5月31日 | N-PORT |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.12% | 3,630,000 | 2026年8月8日 | 日次 |