PRI Primerica, Inc. Common Stock
NYSE · Insurance · SEC EDGAR で表示 ↗ 終値 10月 5, 2026 10-K/10-Q 8月 6, 2026PRI 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
PRI 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
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Primerica, Inc. Common Stock について Wikipediaからの企業概要
Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.
Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981. Primerica had its initial public offering in 2010.
Primerica's headquarters are located in Duluth, Georgia.
History
In 1980, A.L. Williams (founded in 1977) entered into a contract with Boston-based Massachusetts Indemnity and Life Insurance Company (MILICO), an underwriter of life insurance and a subsidiary of Santa Monica–based PennCorp Financial Services. In 1981, the company established First American National Corporation as a holding company for First American Life Insurance and First American National Securities. These companies were later renamed to the A.L. Williams Corporation, A.L. Williams Life Insurance Company, and PFS Investments, Inc, respectively. In 1982, the A.L. Williams Corporation was listed on the over-the-counter market under the symbol ALWC. In 1983, the company became listed on the NASDAQ exchange under the same symbol.
PennCorp finalized a merger agreement with American Can Company in 1983, and became its subsidiary along with MILICO. In 1986 Triangle Industries bought American Can's packaging division and the rights to the company's name. In 1987 American Can changed its name to Primerica Corporation, with Gerald Tsai as CEO, the first Chinese American to lead a member of the Dow Jones Industrials.
In December 1988, Sanford Weill's Commercial Credit acquired Primerica Corporation for $1.54 billion, retaining the Primerica name. On February 6, 1989, Primerica Corporation began trading on the New York Stock Exchange.
Throughout the next ten years, Primerica Corporation's affiliated companies A.L Williams, MILICO, and FANS changed their names to Primerica Financial Services, Primerica Life Insurance Company, and Primerica Financial Services Investments, respectively.
In December 1993, Primerica fully acquired Travelers Insurance Corporation and adopted the name Travelers Inc., which was changed to Travelers Group the following year. Travelers Group included Primerica Financial Services, Smith Barney, and other financial businesses. Joe Plumeri was chairman and CEO of Primerica Financial Services from 1995 to 1999. In 1998, Primerica had net income of $398 million on net sales of $1.65 billion.
In December 1997, Primerica announced it was going to begin offering pre-paid legal services through Pre-Paid Legal Services, Inc., at the time a subsidiary of Travelers Group, Inc. In 1998, the US Securities and Exchange Commission (SEC) censured and fined PFS Investments Inc., the securities arm for Primerica, for failure to properly supervise a group of registered representatives in Dearborn, Michigan. The SEC found that PFS Investments Inc. had failed to have in place effective policies and procedures to follow up adequately on three complaints received about the Dearborn registered representatives, "selling away" activities. By the date of the ruling, PFS Investments reported it had complied with the final recommendations made by the independent consultant.
In 1998, Travelers Group and Citicorp merged creating Citigroup (NYSE: C). Primerica and its affiliates continued to operate as subsidiaries of Citigroup, although the Travelers insurance business was spun off in 2002.
Citigroup attempted to sell Primerica in 2008, having received several bids from life insurance companies and private equity firms interested in buying. At the time the market value of the company was estimated to be $7 billion. JC Flowers & Co. LLC and Protective Life Corp began to purchase the company but the deal was canceled for undisclosed reasons.
During the COVID-19 pandemic, in 2020, Primerica paid out $1.7 billion in death claims. This was a 15.8% increase over 2019. The financial services company ended 2021 with $900 billion in active term life insurance.
Initial public offering
On November 5, 2009, Citi announced that it intended to spin off Primerica through an initial public offering. The first trading occurred on April 1, 2010, priced at $15 a share the day before trading. Citi raised $320 million through the IPO.
In a separate offering, private equity firm Warburg Pincus bought a 23-percent stake in Primerica, and had the option to purchase an additional 10-percent stake from Citi. On December 19, 2011, Citigroup sold its remaining equity stake in Primerica.
Primerica was listed by Forbes as one of "America's 50 Most Trustworthy Financial Companies" in 2015.
In July 2021, Primerica acquired e-Telequote, a health insurance marketer.
Products and business model
Primerica uses a multi-level marketing strategy, with eleven tiers of representatives and recruiters selling financial products and services for commission.
The company primarily sells term life insurance, as well as other financial services including auto and home insurance, mutual funds, and credit monitoring.
In 2010, Primerica was reported to have over 100,000 representatives selling the company's financial products, with individual earnings averaging $5,156 per year. Some people working for Primerica and similar multi-level marketing organizations reported that they ended up losing money, due to the fees they had to pay.
In 2012, Primerica was the target of multiple lawsuits alleging that the company's representatives sought to profit by earning commissions after convincing Florida firefighters, teachers, and other public workers to divest from safe government-secured retirement investments to high-risk retirement products offered by Primerica. In January 2014, the company announced that it was working on a settlement with up to 238 plaintiffs, for $15.4 million.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
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?
| 指標 | 5年トレンド | PRI | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| P/E (TTM) | 11.15年平均 ≈13.7 | ≈13.7 | 15.8 | 割安 | |
| P/S (TTM) | 2.55年平均 ≈2.4 | ≈2.4 | 1.0 | 割高 | |
| 株価純資産倍率 (MRQ) | 3.45年平均 ≈3.4 | ≈3.4 | 1.9 | 割高 | |
| Price / Cash Flow (株価収益率(P/CF)) | 9.55年平均 ≈9.2 | ≈9.2 | 7.5 | 割高 | |
| 株価純資産倍率(P/TB) (MRQ) | 3.55年平均 ≈5.1 | ≈5.1 | · | · | |
| PEG Ratio (PEGレシオ) | ≈0.6 | · | · | · |
同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。
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 | PRI | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 税引前利益率 (TTM) | 29.9%5年平均 ≈24.7% | ≈24.7% | 10.7% | トップクラス | |
| 純利益率 (TTM) | 23.2%5年平均 ≈17.2% | ≈17.2% | 9.8% | トップクラス | |
| ROA (TTM) | 5.4%5年平均 ≈3.4% | ≈3.4% | 0.42% | トップクラス | |
| ROE (TTM) | 33.0%5年平均 ≈23.7% | ≈23.7% | 11.2% | トップクラス |
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
この指標グループを計算するには、まだファンダメンタルズデータが不足しています。
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 | PRI | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue YoY (収益(前年比)) | 6.6%5年平均 ≈8.5% | ≈8.5% | · | · | |
| Revenue CAGR 3Y (収益(3年CAGR)) | 7.4%5年平均 ≈6.4% | ≈6.4% | · | · | |
| Revenue CAGR 5Y (収益(5年CAGR)) | 8.2% | · | · | · | |
| EPS YoY | 67.1%5年平均 ≈22.1% | ≈22.1% | · | · | |
| Net Income YoY (純利益(前年比)) | 59.7%5年平均 ≈17.2% | ≈17.2% | · | · | |
| EPS CAGR 3Y (EPS年平均成長率 3年) | 22.9%5年平均 ≈15.3% | ≈15.3% | · | · | |
| EPS CAGR 5Y (EPS年平均成長率 5年) | 19.1% | · | · | · | |
| Net Income CAGR 3Y (純利益年平均成長率 3年) | 16.8%5年平均 ≈10.2% | ≈10.2% | · | · | |
| Net Income CAGR 5Y (純利益年平均成長率 5年) | 14.2% | · | · | · |
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 | PRI | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Asset Turnover (総資産回転率) | 0.25年平均 ≈0.2 | ≈0.2 | 0.1 | トップクラス | |
| Revenue / Employee (年間売上高 ÷ 従業員数(yfinanceの報告ヘッドカウント)。派生値 — SEC-XBRLの保存概念ではありません。) | ≈$1.4M | · | · | · |
バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価
配当金 利回り、配当性向、配当履歴、5年CAGR
| 権利落ち日 | 金額 | 通貨 | 利回り |
|---|---|---|---|
| 8月 21, 2026 | $1.20 | USD | ≈1.6% |
| 5月 21, 2026 | $1.20 | USD | ≈1.6% |
| 2月 23, 2026 | $1.20 | USD | ≈1.7% |
| 11月 21, 2025 | $1.04 | USD | ≈1.6% |
| 8月 22, 2025 | $1.04 | USD | ≈1.5% |
| 5月 22, 2025 | $1.04 | USD | ≈1.4% |
| 2月 21, 2025 | $1.04 | USD | ≈1.3% |
| 11月 21, 2024 | $0.90 | USD | ≈1.1% |
| 8月 21, 2024 | $0.90 | USD | ≈1.2% |
| 5月 20, 2024 | $0.75 | USD | ≈1.2% |
| 2月 20, 2024 | $0.75 | USD | ≈1.1% |
| 11月 20, 2023 | $0.65 | USD | ≈1.3% |
| 8月 18, 2023 | $0.65 | USD | ≈1.2% |
| 5月 19, 2023 | $0.65 | USD | ≈1.3% |
| 2月 17, 2023 | $0.65 | USD | ≈1.3% |
| 11月 21, 2022 | $0.55 | USD | ≈1.5% |
| 8月 19, 2022 | $0.55 | USD | ≈1.6% |
| 5月 19, 2022 | $0.55 | USD | ≈1.7% |
| 2月 18, 2022 | $0.55 | USD | ≈1.4% |
| 11月 19, 2021 | $0.47 | USD | ≈1.2% |
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 | レポート | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|---|
| 2026年6月30日 | 8月 4, 2026 | $6.41 | $6.09 | 5.3% |
| 2026年3月31日 | 5月 11, 2026 | $5.96 | $5.53 | 7.7% |
| 2025年12月31日 | $6.13 | $5.73 | 6.9% | |
| 2025年9月30日 | $6.33 | $5.60 | 13.1% | |
| 2025年6月30日 | $5.46 | $5.26 | 3.8% | |
| 2025年3月31日 | $5.02 | $4.83 | 3.9% |
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
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B | $2.22B | $2.05B | $1.90B | $1.69B | $1.52B | $1.40B | $1.34B | |
| Cost of Revenue | · | · | $55M | $68M | $53M | · | · | · | · | · | · | · | |
| Interest Expense | · | · | $27M | $27M | $31M | $29M | $29M | $29M | $28M | $29M | $34M | $35M | |
| Pretax Income | $975M | $939M | $772M | $719M | $644M | $507M | $477M | $416M | $380M | $338M | $291M | $276M | |
| Income Tax | $223M | $219M | $181M | $164M | $168M | $121M | $111M | $92M | $29M | $118M | $101M | $96M | |
| Net Income | $751M | $471M | $577M | $472M | $477M | $386M | $366M | $324M | $350M | $219M | $190M | $181M | |
| EPS (Basic) | $22.95 | $13.73 | $15.97 | $12.37 | $12.03 | $9.60 | $8.65 | $7.35 | $7.63 | $4.59 | $3.70 | $3.29 | |
| EPS (Diluted) | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 | $9.57 | $8.62 | $7.33 | $7.61 | $4.59 | $3.70 | $3.29 | |
| Shares (Basic) | 32,632,000 | 34,142,000 | 35,954,000 | 37,997,000 | 39,530,000 | 40,065,000 | 42,181,000 | 43,854,000 | 45,598,000 | 47,411,000 | 50,881,000 | 54,567,000 | |
| Shares (Diluted) | 32,680,000 | 34,199,000 | 36,027,000 | 38,106,000 | 39,652,000 | 40,185,000 | 42,314,000 | 43,985,000 | 45,689,000 | 47,453,000 | 50,913,000 | 54,598,000 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | · | $12M |
貸借対照表
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $756M | $688M | $594M | $489M | $393M | $548M | $257M | $262M | $280M | $212M | $152M | $192M | |
| Short-term Investments | · | · | · | · | · | · | · | $8M | · | · | · | · | |
| PP&E (Net) | $40M | $41M | $38M | $53M | $67M | $58M | $46M | $36M | $28M | $27M | $29M | $26M | |
| PP&E (Gross) | $216M | $199M | $179M | $186M | $182M | $158M | $137M | $112M | $99M | $94M | $101M | $92M | |
| Accum. Depreciation | $176M | $158M | $141M | $134M | $115M | $100M | $91M | $76M | $71M | $67M | $72M | $65M | |
| Goodwill | · | · | $128M | $128M | $179M | · | · | · | · | · | · | · | |
| Intangibles | $45M | $45M | $45M | $186M | $196M | $45M | $45M | $48M | $52M | $55M | $58M | $62M | |
| Total Assets | $15.01B | $14.58B | $15.03B | $14.64B | $16.20B | $14.91B | $13.69B | $12.60B | $12.46B | $11.44B | $10.61B | $10.74B | |
| Deferred Tax | $28M | $58M | $54M | $167M | $226M | $202M | $189M | $164M | $153M | $199M | $142M | · | |
| Total Liabilities | $12.57B | $12.32B | $12.96B | $12.61B | $14.03B | $13.07B | $12.04B | $11.13B | $11.04B | $10.22B | $9.47B | $9.49B | |
| Common Stock | $318.0K | $334.0K | $350.0K | $368.0K | $394.0K | $393.0K | $412.0K | $427.0K | $443.0K | $457.0K | $483.0K | $522.0K | |
| Retained Earnings | $2.42B | $2.23B | $2.28B | $2.15B | $2.00B | $1.71B | $1.59B | $1.49B | $1.38B | $1.14B | $953M | $796M | |
| Stockholders' Equity | $2.45B | $2.26B | $2.07B | $2.03B | $925M | $1.84B | $1.65B | $1.46B | $1.42B | $1.22B | $1.15B | $1.25B | |
| Liabilities + Equity | $15.01B | $14.58B | $15.03B | $14.64B | $16.12B | $14.91B | $13.69B | $12.60B | $12.46B | $11.44B | $10.61B | $10.74B | |
| Shares Outstanding | 31,810,000 | 33,368,000 | 34,996,000 | 36,824,000 | 39,368,000 | 39,306,000 | 41,207,000 | 42,694,000 | 44,251,000 | 45,721,000 | 48,297,000 | 52,169,000 |
キャッシュフロー
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $23M | $32M | $34M | $30M | $18M | $18M | $12M | $14M | $15M | $11M | $12M | |
| Stock-based Comp | $25M | $25M | $19M | $22M | $17M | $19M | $18M | $17M | $15M | $13M | $15M | $18M | |
| Deferred Tax | $-30M | $-32M | $-45M | $-52M | $3M | $266.0K | $-841.0K | $3M | $-54M | $44M | $38M | $26M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | $227.0K | |
| Operating Cash Flow | $901M | $862M | $693M | $758M | $657M | $643M | $486M | $478M | $392M | $294M | $264M | $237M | |
| Investing Cash Flow | $-236M | $-232M | $-90M | $-200M | $-923M | $-54M | $-202M | $-233M | $-131M | $-48M | $-58M | $-16M | |
| Stock Repurchased | $450M | $425M | $375M | $356M | $19M | $231M | $225M | $210M | $150M | $150M | $200M | $148M | |
| Net Stock Activity | $-450M | $-428M | $-375M | $-356M | $-19M | $-231M | $-225M | $-210M | $-150M | $-150M | $-200M | $-148M | |
| Dividends Paid | $272M | $290M | $330M | $255M | $75M | $64M | $58M | $44M | $36M | $33M | $33M | $27M | |
| Financing Cash Flow | $-600M | $-551M | $-480M | $-458M | $108M | $-302M | $-290M | $-261M | $-193M | $-187M | $-235M | $-176M | |
| Net Change in Cash | $68M | $75M | $124M | $97M | $-155M | $291M | $-5M | $-18M | $68M | $60M | $-40M | $43M | |
| Taxes Paid | $236M | $140M | $227M | · | · | · | · | · | · | · | · | · |
収益性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 22.8% | 15.2% | 20.5% | 13.7% | 13.8% | 17.4% | 17.8% | 17.1% | 20.7% | 14.4% | 13.5% | 13.5% | |
| Pretax Margin | 29.6% | 30.4% | 26.7% | 18.1% | 18.9% | 22.9% | 23.2% | 21.9% | 22.5% | 22.2% | 20.7% | 20.6% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | · | · | 0.92% | |
| ROA | 5.1% | 3.2% | 3.9% | 2.4% | 2.4% | 2.7% | 2.8% | 2.6% | 2.9% | 2.0% | 1.8% | 1.7% | |
| ROE | 31.9% | 22.4% | 26.3% | 20.2% | 17.9% | 21.7% | 22.5% | 22.3% | 25.9% | 18.0% | 16.6% | 14.3% |
効率性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 |
1株あたり
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $76.89 | $67.70 | $59.03 | $46.75 | $52.90 | $46.71 | $40.10 | $34.23 | $32.07 | $26.71 | $23.72 | $23.87 | |
| Revenue / Share | $100.73 | $90.33 | $78.16 | $71.38 | $68.34 | $55.18 | $48.51 | $43.19 | $36.97 | $32.01 | $27.60 | $24.54 | |
| Cash Flow / Share | $27.58 | $25.21 | $19.22 | $19.88 | $16.57 | $16.01 | $11.47 | $10.87 | $8.50 | $6.16 | $5.09 | $4.35 | |
| Cash / Share | $23.77 | $20.61 | $17.52 | $13.29 | $9.97 | $13.93 | $6.23 | $6.14 | $6.33 | $4.64 | $3.15 | $3.69 | |
| Dividend / Share | $4.16 | $3.30 | $2.60 | $2.20 | $1.88 | $1.60 | $1.36 | $1.00 | $0.78 | $0.70 | $0.64 | $0.48 | |
| EPS (TTM) | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 | $9.57 | $8.62 | $7.33 | $7.61 | $4.59 | $3.70 | $3.29 |
成長率
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.6% | 12.4% | 3.4% | -1.9% | 22.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.4% | 4.5% | 7.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 67.1% | -14.0% | 29.3% | 2.8% | 25.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 22.9% | 4.6% | 18.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 59.7% | -18.4% | 22.1% | -1.1% | 23.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.8% | -0.48% | 14.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 33.4% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション(TTM)
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B | $2.22B | $2.05B | $1.90B | $1.69B | $1.52B | $1.40B | $1.34B | |
| Net Income TTM | $751M | $471M | $577M | $472M | $477M | $386M | $366M | $324M | $350M | $219M | $190M | $181M | |
| Market Cap | $8.22B | $9.06B | $7.20B | $5.22B | $6.03B | $5.26B | $5.38B | $4.17B | $4.49B | $3.16B | $2.28B | $2.83B | |
| P/E | 11.3 | 19.8 | 12.9 | 11.5 | 12.8 | 14.0 | 15.1 | 13.3 | 13.3 | 15.1 | 12.8 | 16.5 | |
| P/S | 2.5 | 2.9 | 2.6 | 2.0 | 2.2 | 2.4 | 2.6 | 2.2 | 2.7 | 2.1 | 1.6 | 2.1 | |
| P/B | 3.4 | 4.0 | 3.5 | 3.0 | 2.9 | 2.9 | 3.3 | 2.9 | 3.2 | 2.6 | 2.0 | 2.3 | |
| P / Tangible Book | 3.4 | 4.1 | 3.8 | 3.0 | 11.0 | 2.9 | · | · | · | · | · | · | |
| P / Cash Flow | 9.1 | 10.5 | 10.4 | 6.9 | 9.2 | 8.2 | 11.1 | 8.7 | 11.6 | 10.8 | 8.8 | 11.9 | |
| Dividend Yield | 3.3% | 3.2% | 4.6% | 4.9% | 1.2% | 1.2% | 1.1% | 1.1% | 0.80% | 1.1% | 1.4% | 0.94% | |
| Earnings Yield | 8.9% | 5.1% | 7.8% | 8.7% | 7.8% | 7.1% | 6.6% | 7.5% | 7.5% | 6.6% | 7.8% | 6.1% | |
| Payout Ratio | 36.2% | 61.6% | 57.2% | 68.4% | 20.0% | 16.7% | 15.7% | 13.6% | 10.2% | 15.2% | 17.3% | 14.6% | |
| Annual Payout | $272M | $290M | $330M | $255M | $75M | $64M | $58M | $44M | $36M | $33M | $33M | $27M |
損益計算書
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $865M | $873M | $854M | $840M | $793M | $805M | $788M | $774M | $791M | $736M | $673M | $697M | $673M | $671M | $673M | $669M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $16M | $14M | · | $13M | $13M | $15M | $13M | $19M | |
| Interest Expense | · | · | · | $6M | $6M | $6M | · | $6M | $6M | $7M | · | $7M | $7M | $7M | $7M | $7M | |
| Pretax Income | $258M | $249M | $247M | $272M | $234M | $221M | $219M | $255M | $273M | $193M | $210M | $206M | $195M | $171M | $121M | $163M | |
| Income Tax | $56M | $59M | $50M | $65M | $56M | $52M | $51M | $60M | $63M | $45M | $48M | $49M | $46M | $40M | $42M | $37M | |
| Net Income | $202M | $190M | $197M | $207M | $178M | $169M | $167M | $164M | $1M | $138M | $152M | $152M | $145M | $128M | $80M | $128M | |
| EPS (Basic) | $6.46 | $5.98 | $6.12 | $6.36 | $5.41 | $5.06 | $4.92 | $4.84 | $0.03 | $3.94 | $4.30 | $4.23 | $3.97 | $3.47 | $2.12 | $3.32 | |
| EPS (Diluted) | $6.45 | $5.97 | $6.11 | $6.35 | $5.40 | $5.05 | $4.92 | $4.83 | $0.03 | $3.93 | $4.28 | $4.23 | $3.97 | $3.46 | $2.11 | $3.31 | |
| Shares (Basic) | 31,196,000 | 31,681,000 | · | 32,404,000 | 32,870,000 | 33,292,000 | · | 33,834,000 | 34,383,000 | 34,883,000 | · | 35,760,000 | 36,215,000 | 36,710,000 | 37,438,000 | 38,386,000 | |
| Shares (Diluted) | 31,237,000 | 31,728,000 | · | 32,451,000 | 32,911,000 | 33,342,000 | · | 33,891,000 | 34,440,000 | 34,937,000 | · | 35,822,000 | 36,290,000 | 36,804,000 | 37,541,000 | 38,501,000 |
貸借対照表
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $600M | $646M | $756M | $645M | $621M | $625M | $688M | $550M | $627M | $593M | · | $469M | $562M | $515M | $438M | $400M | |
| PP&E (Net) | · | · | $40M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $216M | · | · | · | $199M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $176M | · | · | · | $158M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | · | · | · | · | · | · | $0 | $128M | · | $128M | $128M | $128M | $128M | $188M | |
| Intangibles | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $172M | · | $178M | $180M | $183M | $188M | $191M | |
| Total Assets | $14.78B | $14.68B | $15.01B | $14.85B | $14.83B | $14.59B | $14.58B | $14.82B | $14.57B | $14.91B | · | $14.43B | $14.75B | $14.80B | $15.04B | $15.33B | |
| Deferred Tax | · | · | $28M | · | · | · | $58M | · | · | · | · | $228M | $169M | $199M | $129M | $165M | |
| Total Liabilities | $12.26B | $12.16B | $12.57B | $12.55B | $12.52B | $12.33B | $12.32B | $12.87B | $12.44B | $12.72B | · | $12.12B | $12.74B | $12.87B | $13.42B | $13.55B | |
| Common Stock | $309.0K | $313.0K | $318.0K | $321.0K | $326.0K | $331.0K | $334.0K | $335.0K | $340.0K | $346.0K | · | $353.0K | $358.0K | $364.0K | $370.0K | $378.0K | |
| Retained Earnings | $2.47B | $2.44B | $2.42B | $2.32B | $2.27B | $2.25B | $2.23B | $2.13B | $2.12B | $2.29B | · | $2.22B | $2.19B | $2.15B | $1.89B | $1.95B | |
| Stockholders' Equity | $2.52B | $2.52B | $2.45B | $2.30B | $2.31B | $2.26B | $2.26B | $1.95B | $2.12B | $2.19B | $2.07B | $2.31B | $2.02B | $1.92B | $1.62B | $1.78B | |
| Liabilities + Equity | $14.78B | $14.68B | $15.01B | $14.85B | $14.83B | $14.59B | $14.58B | $14.82B | $14.57B | $14.91B | · | $14.43B | $14.75B | $14.80B | $15.04B | $15.33B | |
| Shares Outstanding | 30,898,000 | 31,344,000 | 31,810,000 | 32,076,000 | 32,545,000 | 33,022,000 | 33,368,000 | 33,508,000 | 33,994,000 | 34,609,000 | 34,996,000 | 35,342,000 | 35,846,000 | 36,407,000 | 37,027,000 | 37,768,000 |
キャッシュフロー
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $5M | $4M | $5M | $5M | $4M | $5M | $7M | $7M | $7M | $7M | $9M | $9M | $8M | $9M | |
| Stock-based Comp | $3M | $13M | $5M | $4M | $2M | $13M | $6M | $4M | $3M | $13M | $2M | $2M | $2M | $12M | $1M | $6M | |
| Operating Cash Flow | $194M | $157M | $338M | $203M | $163M | $197M | $271M | $207M | $173M | $211M | $241M | $140M | $136M | $176M | $167M | $170M | |
| Investing Cash Flow | $-62M | $-87M | $-120M | $-15M | $-2M | $-99M | $-51M | $-125M | $30M | $-86M | $-2M | $-102M | $45M | $-31M | $-8M | $24M | |
| Stock Repurchased | $135M | $135M | $70M | $129M | $133M | $118M | $44M | $129M | $143M | $109M | $73M | $106M | $111M | $85M | $97M | $128M | |
| Net Stock Activity | · | $-135M | · | · | · | $-118M | · | · | · | $-109M | · | · | · | $-85M | · | · | |
| Dividends Paid | $37M | $38M | $169M | $34M | $34M | $35M | · | $31M | $26M | $26M | · | $23M | $24M | $24M | $21M | $21M | |
| Financing Cash Flow | $-177M | $-179M | $-108M | $-163M | $-167M | $-161M | $-79M | $-160M | $-169M | $-143M | $-96M | $-130M | $-135M | $-119M | $-118M | $-153M | |
| Net Change in Cash | $-46M | $-110M | $111M | $24M | $-4M | $-63M | $138M | $-77M | $34M | $-20M | $144M | $-93M | $46M | $26M | $38M | $40M |
収益性
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.4% | 21.8% | · | 24.6% | 22.5% | 21.0% | · | 21.2% | 0.15% | 18.6% | · | 21.4% | 21.0% | 18.1% | 7.7% | 16.1% | |
| Pretax Margin | 29.8% | 28.6% | · | 32.4% | 29.6% | 27.5% | · | 32.9% | 0.97% | 24.1% | · | 28.0% | 27.4% | 23.6% | 12.8% | 20.5% | |
| ROA | 1.4% | 1.3% | · | 1.4% | 1.2% | 1.1% | · | 1.1% | 0.01% | 0.93% | · | 1.0% | 0.96% | 0.81% | 0.34% | 0.70% | |
| ROE | 8.4% | 8.0% | · | 9.8% | 8.1% | 7.6% | · | 7.7% | 0.06% | 6.7% | · | 7.7% | 7.6% | 6.5% | 2.8% | 5.7% |
効率性
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
1株あたり
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $81.65 | $80.39 | · | $71.58 | $70.90 | $68.33 | · | $58.10 | $62.42 | $63.16 | · | $65.43 | $56.23 | $52.77 | $43.75 | $47.01 | |
| Revenue / Share | $27.69 | $27.51 | · | $25.88 | $24.11 | $24.14 | · | $22.84 | $23.37 | $21.26 | · | $19.85 | $18.97 | $18.75 | $17.93 | $17.37 | |
| Cash Flow / Share | · | $4.94 | · | · | · | $5.92 | · | · | · | $6.04 | · | · | · | $4.78 | · | · | |
| Cash / Share | $19.42 | $20.60 | · | $20.10 | $19.09 | $18.93 | · | $16.42 | $18.45 | $17.15 | · | $13.26 | $15.67 | $14.15 | $11.83 | $10.59 | |
| Dividend / Share | $1.20 | $1.20 | $1.04 | $1.04 | $1.04 | $1.04 | $0.90 | $0.90 | $0.75 | $0.75 | $0.65 | $0.65 | $0.65 | $0.65 | $0.55 | $0.55 | |
| EPS (TTM) | $24.88 | $23.83 | · | $21.72 | $20.20 | $14.83 | · | $13.07 | $12.47 | $16.41 | · | $15.66 | $13.54 | $12.88 | $11.82 | $12.53 |
バリュエーション(TTM)
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.43B | $3.36B | · | $3.23B | $3.16B | $3.16B | · | $2.97B | $2.90B | $2.78B | · | $2.67B | $2.64B | $2.64B | $2.76B | $2.78B | |
| Net Income TTM | $796M | $772M | · | $721M | $679M | $502M | · | $455M | $443M | $586M | · | $574M | $502M | $485M | $461M | $494M | |
| Market Cap | $8.78B | $7.85B | · | $8.90B | $8.91B | $9.40B | · | $8.88B | $8.04B | $8.75B | · | $6.86B | $7.09B | $6.27B | $4.57B | $4.52B | |
| P/E | 11.4 | 10.5 | · | 12.8 | 13.5 | 19.2 | · | 20.3 | 19.0 | 15.4 | · | 12.4 | 14.6 | 13.4 | 10.4 | 9.6 | |
| P/S | 2.6 | 2.3 | · | 2.8 | 2.8 | 3.0 | · | 3.0 | 2.8 | 3.1 | · | 2.6 | 2.7 | 2.4 | 1.7 | 1.6 | |
| P/B | 3.5 | 3.1 | · | 3.9 | 3.9 | 4.2 | · | 4.6 | 3.8 | 4.0 | · | 3.0 | 3.5 | 3.3 | 2.8 | 2.5 | |
| P / Tangible Book | 3.5 | 3.2 | · | 4.0 | 3.9 | 4.2 | · | 4.7 | 3.9 | 4.6 | · | 3.4 | 4.2 | 3.9 | 3.5 | 3.2 | |
| P / Cash Flow | · | 50.1 | · | · | · | 47.6 | · | · | · | 41.5 | · | · | · | 35.6 | · | · | |
| Dividend Yield | 3.2% | 3.5% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.8% | 9.5% | · | 7.8% | 7.4% | 5.2% | · | 4.9% | 5.3% | 6.5% | · | 8.1% | 6.9% | 7.5% | 9.6% | 10.5% | |
| Payout Ratio | · | 20.1% | · | · | · | 20.5% | · | · | · | 19.0% | · | · | · | 19.1% | · | · | |
| Annual Payout | $278M | $275M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
最新期間は左側 · null値は・として表示
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
| 指標 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 収益 | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B |
| 純利益 | $751M | $471M | $577M | $472M | $477M |
| 希薄化後EPS | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 |
この財務諸表を作成するには、まだ十分な財務データがありません。
この財務諸表を作成するには、まだ十分な財務データがありません。
機関投資家(13F) 556 提出者 · $9.3B合計 · 時点 2026年9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 |
|---|---|---|---|---|
| 65 (-5 前期比) | 41 (-4 前期比) | 183 (-2 前期比) | 176 (+17 前期比) | -245K |
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 | $849,178,423 | 3,286,803 | 9.15% | 株式数 |
| BlackRock, Inc. | $848,160,542 | 2,984,379 | 9.14% | 株式数 |
| FMR LLC | $802,175,591 | 2,822,574 | 8.64% | 株式数 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $786,810,996 | 2,768,511 | 8.48% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $521,917,385 | 1,836,444 | 5.62% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $402,138,737 | 1,414,985 | 4.33% | 株式数 |
| Burgundy Asset Management Ltd. | $356,866,881 | 1,324,968 | 3.84% | 株式数 |
| STATE STREET CORP | $295,933,481 | 1,041,286 | 3.19% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $257,487,849 | 905,865 | 2.77% | 株式数 |
| Brave Warrior Advisors, LLC | $246,078,265 | 865,863 | 2.65% | 株式数 |
| BANK OF MONTREAL /CAN/ | $213,220,767 | 750,249 | 2.30% | 株式数 |
| BAMCO INC /NY/ | $190,826,943 | 671,453 | 2.06% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $187,788,880 | 660,719 | 2.02% | 株式数 |
| FIDUCIARY MANAGEMENT INC /WI/ | $151,827,029 | 534,226 | 1.64% | 株式数 |
| FIRST TRUST ADVISORS LP | $150,246,004 | 528,663 | 1.62% | 株式数 |
| LYRICAL ASSET MANAGEMENT LP | $137,790,107 | 484,835 | 1.48% | 株式数 |
| AGF MANAGEMENT LTD | $122,010,470 | 429,312 | 1.31% | 株式数 |
| AQR CAPITAL MANAGEMENT LLC | $113,553,302 | 399,554 | 1.22% | 株式数 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105,978,549 | 372,901 | 1.14% | 株式数 |
| Invesco Ltd. | $99,640,805 | 350,601 | 1.07% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91,149,761 | 320,724 | 0.98% | 株式数 |
| NORTHERN TRUST CORP | $83,193,012 | 292,727 | 0.90% | 株式数 |
| Bank of New York Mellon Corp | $79,044,054 | 278,128 | 0.85% | 株式数 |
| Life Cycle Investment Partners Ltd | $74,997,822 | 263,891 | 0.81% | 株式数 |
| WELLS FARGO & COMPANY/MN | $74,337,790 | 261,568 | 0.80% | 株式数 |
| MORGAN STANLEY | $72,146,732 | 253,857 | 0.78% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $69,356,736 | 244,042 | 0.75% | 株式数 |
| NORDEA INVESTMENT MANAGEMENT AB | $62,892,505 | 219,344 | 0.68% | 株式数 |
| Quantum Capital Management, LLC / NJ | $61,072,015 | 214,890 | 0.66% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $56,107,617 | 197,423 | 0.60% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $53,789,681 | 189,267 | 0.58% | 株式数 |
| FIL Ltd | $53,495,818 | 188,233 | 0.58% | 株式数 |
| Quantinno Capital Management LP | $49,176,393 | 173,034 | 0.53% | 株式数 |
| GOLDMAN SACHS GROUP INC | $48,593,119 | 170,982 | 0.52% | 株式数 |
| Qube Research & Technologies Ltd | $46,121,113 | 162,284 | 0.50% | 株式数 |
| ROYAL LONDON ASSET MANAGEMENT LTD | $40,120,514 | 141,170 | 0.43% | 株式数 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $35,408,355 | 141,362 | 0.38% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $34,655,964 | 121,942 | 0.37% | 株式数 |
| PhiloSmith Capital Corp | $33,421,920 | 117,600 | 0.36% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $31,813,632 | 111,941 | 0.34% | 株式数 |
| JPMORGAN CHASE & CO | $31,121,675 | 106,968 | 0.34% | 株式数 |
| Arbejdsmarkedets Tillaegspension | $30,091,096 | 105,880 | 0.32% | 株式数 |
| Nuveen, LLC | $29,387,069 | 103,403 | 0.32% | 株式数 |
| MACKENZIE FINANCIAL CORP | $27,040,493 | 95,146 | 0.29% | 株式数 |
| ProShare Advisors LLC | $27,023,441 | 95,086 | 0.29% | 株式数 |
| EULAV Asset Management | $26,986,495 | 94,956 | 0.29% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $26,768,639 | 94,189 | 0.29% | 株式数 |
| RHUMBLINE ADVISERS | $25,304,567 | 89,038 | 0.27% | 株式数 |
| ENVESTNET ASSET MANAGEMENT INC | $24,695,107 | 86,893 | 0.27% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $24,651,508 | 86,740 | 0.27% | 株式数 |
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 |
|---|---|---|---|---|---|
| Warburg Pincus Private Equity X, L.P . S.S. OR, Warburg Pincus X Partners, L.P . S.S. OR, Warburg Pincus X, L.P . S.S. OR, Warburg Pincus X LLC S.S. OR, Warburg Pincus Partners LLC S.S. OR, Warburg Pincus & Co. S.S. OR, Warburg Pincus LLC S.S. OR, Charles R. Kaye S.S. OR, Joseph P. Landy S.S. OR ×14 提出書類 | 2013年6月5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.
企業インサイダー 28 人のインサイダー · 10人の役員 · 18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 |
|---|---|---|---|---|---|---|
| Glenn J. Williams | Chief Executive Officer | 2026年9月14日 G | 26,721 | 0 | 4 | $-2,191,185 |
| Alison S. Rand | Executive VP and CFO | 2023年11月30日 S | 6,444 | 0 | 0 | $0 |
| Peter W. Schneider | President | 2026年8月17日 S | 8,011 | 0 | 4 | $-2,031,006 |
| William A. Kelly | President of Subsidiary | 2020年3月1日 M | 17,981 | 0 | 0 | $0 |
| Gregory C. Pitts | Executive VP and COO | 2024年3月11日 S | 3,379 | 0 | 0 | $0 |
| Nicholas Adam Jendusa | Principal Accounting Officer | 2026年3月1日 M | 306 | 0 | 1 | $-48,547 |
| Tracy Xiangyan Tan | EVP and Chief Financial Office | 2026年3月1日 M | 2,146 | 0 | 0 | $0 |
| Jeffrey S. Fendler | Executive Vice President | 2016年8月12日 S | 32,988 | 0 | 0 | $0 |
| Michael C. Adams | Executive Vice President | 2016年8月1日 S | 40,589 | 0 | 0 | $0 |
| Chess E. Britt | Executive Vice President | 2016年3月1日 M | 65,399 | 0 | 0 | $0 |
| Amber Lynne Cottle | 取締役 | 2026年9月14日 A | 3,561 | 0 | 1 | $-87,503 |
| Joel M. Babbit | 取締役 | 2026年9月14日 A | 9,177 | 0 | 1 | $-178,500 |
| Barbara A. Yastine | 取締役 | 2026年9月14日 A | 19,970 | 0 | 0 | $0 |
| Donald R. Williams | 取締役 | 2026年9月14日 A | 21,047 | 0 | 0 | $0 |
| Cynthia N Day | 取締役 | 2026年9月14日 A | 20,446 | 0 | 0 | $0 |
| Sanjeev Dheer | 取締役 | 2026年5月21日 A | 4,351 | 0 | 0 | $0 |
| Darryl L. Wilson | 取締役 | 2026年5月21日 A | 2,007 | 0 | 0 | $0 |
| John A. Addison Jr. | 取締役 | 2026年5月21日 A | 16,343 | 0 | 0 | $0 |
| Beatriz R Perez | 取締役 | 2026年3月13日 A | 11,362 | 0 | 0 | $0 |
| Gary L Crittenden | 取締役 | 2026年3月13日 A | 20,808 | 0 | 0 | $0 |
| George P Benson | 取締役 | 2023年3月14日 A | 15,342 | 0 | 0 | $0 |
| Mark Mason | 取締役 | 2019年3月15日 J | 4,456 | 0 | 0 | $0 |
| Robert F Mccullough | 取締役 | 2018年3月16日 J | 18,120 | 0 | 0 | $0 |
| Daniel Zilberman | 取締役 | 2013年6月3日 S | 0 | 0 | 0 | $0 |
| Michael E. Martin | 取締役 | 2013年6月3日 S | 0 | 0 | 0 | $0 |
| CITIGROUP INC | 取締役 | 2011年9月16日 S | 17,018,430 | 0 | 0 | $0 |
| Ellyn A Mccolgan | 取締役 | 2010年8月19日 A | 2,819 | 0 | 0 | $0 |
| Saxby C Chambliss | · | 2022年3月14日 A | 7,830 | 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 91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 |
|---|---|---|---|---|
| SOVF · Elevation Series Trust | 2.76% | 7,544 NS | 2026年7月31日 | N-PORT |
| OSCV · ETF Series Solutions | 2.50% | 55,114 NS | 2026年7月31日 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1.32% | 259,839 SH | 2026年10月2日 | 日次 |
| GRPM · Invesco Exchange-Traded Fund Trust | 1.22% | 22,041 SH | 2026年10月2日 | 日次 |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.14% | 28,671 SH | 2026年10月2日 | 日次 |
| SDVD · First Trust Exchange-Traded Fund IV | 0.98% | 27,815 NS | 2026年7月31日 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0.84% | 45,209 SH | 2026年10月2日 | 日次 |
| FFSM · FIDELITY COVINGTON TRUST | 0.78% | 36,299 NS | 2026年7月31日 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.68% | 23,832 NS | 2026年7月31日 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0.65% | 2,755 SH | 2026年10月2日 | 日次 |
| HSMV · First Trust Exchange-Traded Fund III | 0.61% | 676 NS | 2026年7月31日 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.41% | 4,203 NS | 2026年7月31日 | N-PORT |
| BSMS · Invesco Exchange-Traded Self-Indexe… | 0.39% | 1,250,000 | 2026年10月2日 | 日次 |
| VFQY · VANGUARD WELLINGTON FUND | 0.38% | 6,412 SH | 2026年8月19日 | 日次 |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.32% | 2,280 NS | 2026年7月31日 | N-PORT |
| PTMC · Pacer Funds Trust | 0.28% | 3,423 NS | 2026年7月31日 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.28% | 4,147 SH | 2026年10月2日 | 日次 |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.27% | 17,846 SH | 2026年8月19日 | 日次 |
| BKMC · BNY Mellon ETF Trust | 0.27% | 5,412 NS | 2026年7月31日 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.25% | 10,872 NS | 2026年7月31日 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.24% | 50,415 SH | 2026年8月19日 | 日次 |
| BSMT · Invesco Exchange-Traded Self-Indexe… | 0.23% | 650,000 | 2026年10月2日 | 日次 |
| FSMD · FIDELITY COVINGTON TRUST | 0.23% | 18,121 NS | 2026年7月31日 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.22% | 13,600 SH | 2026年10月2日 | 日次 |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 13,666 NS | 2026年7月31日 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 3,128 NS | 2026年7月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.21% | 458 NS | 2026年7月31日 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.21% | 11,247 SH | 2026年8月19日 | 日次 |
| SMDX · Tidal Trust III | 0.20% | 824 NS | 2026年7月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.20% | 95,353 NS | 2026年7月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 457,060 SH | 2026年8月19日 | 日次 |
| ISCG · iShares Trust | 0.15% | 4,937 SH | 2026年9月11日 | 日次 |
| IYF · iShares Trust | 0.14% | 21,080 SH | 2026年9月11日 | 日次 |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.14% | 6,334 SH | 2026年10月2日 | 日次 |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 34,717 NS | 2026年7月31日 | N-PORT |
| BSMR · Invesco Exchange-Traded Self-Indexe… | 0.13% | 465,000 | 2026年10月2日 | 日次 |
| SMMD · iShares Trust | 0.13% | 16,973 SH | 2026年9月11日 | 日次 |
| VFMF · VANGUARD WELLINGTON FUND | 0.12% | 3,078 SH | 2026年8月19日 | 日次 |
| FNCL · FIDELITY COVINGTON TRUST | 0.11% | 8,248 NS | 2026年7月31日 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 720,100 SH | 2026年8月19日 | 日次 |
| VXF · VANGUARD INDEX FUNDS | 0.10% | 358,022 SH | 2026年8月19日 | 日次 |
| VFH · VANGUARD WORLD FUND | 0.10% | 51,133 SH | 2026年8月19日 | 日次 |
| WSML · iShares Trust | 0.10% | 2,265 SH | 2026年9月11日 | 日次 |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.10% | 505 NS | 2026年7月31日 | N-PORT |
| IWS · iShares Trust | 0.09% | 46,972 SH | 2026年9月11日 | 日次 |
| ESML · iShares Trust | 0.09% | 8,571 SH | 2026年9月11日 | 日次 |
| DXUV · Dimensional ETF Trust | 0.08% | 1,380 NS | 2026年7月31日 | N-PORT |
| BSMU · Invesco Exchange-Traded Self-Indexe… | 0.07% | 195,000 | 2026年10月2日 | 日次 |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.07% | 105,000 | 2026年10月2日 | 日次 |
| IWR · iShares Trust | 0.07% | 128,781 SH | 2026年9月11日 | 日次 |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 1,817 SH | 2026年10月2日 | 日次 |
| DFSU · Dimensional ETF Trust | 0.06% | 4,272 NS | 2026年7月31日 | N-PORT |
| DIVB · iShares Trust | 0.05% | 3,678 SH | 2026年9月11日 | 日次 |
| DFAC · Dimensional ETF Trust | 0.04% | 66,259 NS | 2026年7月31日 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.04% | 176,172 SH | 2026年8月19日 | 日次 |
| VYM · VANGUARD WHITEHALL FUNDS | 0.04% | 124,987 SH | 2026年8月19日 | 日次 |
| DGRO · iShares Trust | 0.04% | 53,390 SH | 2026年9月11日 | 日次 |
| DCOR · Dimensional ETF Trust | 0.04% | 3,710 NS | 2026年7月31日 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.03% | 887 SH | 2026年10月2日 | 日次 |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 995 SH | 2026年10月2日 | 日次 |
| IWD · iShares Trust | 0.02% | 69,446 SH | 2026年9月11日 | 日次 |
| DFAU · Dimensional ETF Trust | 0.02% | 8,399 NS | 2026年7月31日 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 18,897 SH | 2026年8月19日 | 日次 |
| ESGV · VANGUARD WORLD FUND | 0.02% | 7,073 SH | 2026年8月19日 | 日次 |
| TILT · FlexShares Trust | 0.02% | 1,360 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 6,864 SH | 2026年10月2日 | 日次 |
| DFUS · Dimensional ETF Trust | 0.01% | 9,606 NS | 2026年7月31日 | N-PORT |
| IUSG · iShares Trust | 0.01% | 15,681 SH | 2026年9月11日 | 日次 |
| ITOT · iShares Trust | 0.01% | 43,448 SH | 2026年9月11日 | 日次 |
| IWV · iShares Trust | 0.01% | 9,140 SH | 2026年9月11日 | 日次 |
| IWB · iShares Trust | 0.01% | 21,610 SH | 2026年9月11日 | 日次 |
| IYY · iShares Trust | 0.01% | 1,306 SH | 2026年9月11日 | 日次 |
| IUSV · iShares Trust | 0.01% | 11,323 SH | 2026年9月11日 | 日次 |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 997,136 SH | 2026年8月19日 | 日次 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 27,581 SH | 2026年8月19日 | 日次 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,136 SH | 2026年8月19日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2,640 SH | 2026年8月19日 | 日次 |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 1,426 SH | 2026年10月2日 | 日次 |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 日次 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月14日 | 日次 |
| IJH · iShares Trust | · | 1,094,298 SH | 2026年9月11日 | 日次 |
| IJK · iShares Trust | · | 104,894 SH | 2026年9月11日 | 日次 |
| IJJ · iShares Trust | · | 66,865 SH | 2026年8月21日 | 日次 |
| IAK · iShares Trust | · | 16,625 SH | 2026年9月11日 | 日次 |
| XJH · iShares Trust | · | 4,266 SH | 2026年9月8日 | 日次 |
| ISCB · iShares Trust | · | 1,418 SH | 2026年9月11日 | 日次 |
| ISCV · iShares Trust | · | 3,572 SH | 2026年9月11日 | 日次 |
| SMLF · iShares Trust | · | 34,164 SH | 2026年9月11日 | 日次 |
| SMMV · iShares Trust | · | 2,340 SH | 2026年9月1日 | 日次 |
PRI 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
12ヶ月目標株価
6 アナリスト · 2026-10-05平均値ターゲット $324.50 +17.1%
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
FY基準、価格は各社の直近年度末終値。
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | · |
| PRU | · | · | · | · | · | · |
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | · |
| UNM | · | · | · | · | · | · |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | · |
| OSCR | · | -8.5 | 27.5% | -3.8% | -44.5% | · |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | · |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | · |
| GNW | $3.54B | 16.7 | 0.08% | 3.0% | 2.6% | · |
最新ニュース この会社に言及した最近の見出し
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