WD Walker & Dunlop, Inc Common Stock
$41.38
株価 · 8月 19, 2026
ファンダメンタルズ（時点） 8月 6, 2026
52週レンジ
$39–$90
4% of range
アナリスト評価
BUY
12 analysts
目標株価
$62
+50% upside
P/E (TTM)
25.2
ROE
3.2%
純利益率
4.6%
Walker & Dunlop, Inc Common Stock について Wikipediaからの企業概要
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
続きを読む
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
## History
In 1937, Oliver Walker and Laird Dunlop founded the company.
In 2000, the grandson of Oliver Walker, William M. Walker joined the board of directors. In 2003, he became an executive vice president, by 2005 he was the president and by 2007 he became chairman and chief executive officer of the company.
In 2009, the company acquired commercial lender Column Guaranteed, a subsidiary of Credit Suisse.
In 2010, the company became a public company via an initial public offering.
In 2011, the company launched a bridge lending program.
in September 2012, the company acquired CWCapital for $234 million.
In November 2014, the company acquired Johnson Capital's loan origination and servicing platform.
In April 2015, the company acquired Engler Financial Group, investment advisory and brokerage firm focused on providing investment sales services to owners of multifamily properties.
In March 2018, the company acquired JCR Capital Investment Corporation, a Registered Investment Adviser.
In November 2018, the company acquired iCap Realty Advisors.
In 2019, the company acquired Enodo, an artificial intelligence and technology firm.
In January 2020, the company launched an appraisal joint venture with GeoPhy, Apprise by Walker & Dunlop.
In February 2020, the company acquired AKS Partners, one of New York City’s premier, independent capital markets advisory firms.
In March 2020, the company launched the Walker Webcast, a weekly webcast where CEO, Willy Walker, hosts a diverse network of leaders as they share wisdom that cuts across industry lines.
In May 2020, Walker & Dunlop closed its largest transaction in the company's history with a $2.4 billion Fannie Mae Credit Facility to refinance 67 multifamily properties in the Washington D.C. area.
In February 2021, the company acquired FourPoint Investment Sales Partners, a boutique brokerage firm specializing in student housing and conventional multifamily properties.
In May 2021, Walker & Dunlop announced the acquisition of industry-leading housing research and investment banking firm Zelman & Associates.
In December 2021, Walker & Dunlop announced the acquisition of Alliant Capital.
In 2022, Walker & Dunlop integrated a high-performing land brokerage group with experience in urban, suburban, and mixed-use development land. The acquisition enhanced W&D's land sales capacity.
Walker & Dunlop acquired the hospitality property sales and advisory company in 2024, hence adding hotel and resort property services among their business operations. The move aimed at ensuring that the company could venture into tourism, leisure, and business travel industries.
In February 2025, Walker & Dunlop expanded its international footprint with the launch of its London-based office. The London location marks the firm's first international office in its 87-year history.
In April 2025, Walker & Dunlop added a specialized data infrastructure advisory team focused on assets such as data centers, and digital infrastructure.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
WD 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
$41.38
時価総額
$1.38B
P/E (TTM)
25.2
EPS（TTM）
$1.64
収益（TTM）
$1.23B
配当利回り
6.6%
ROE
3.2%
負債/自己資本
—
52週レンジ
$39 – $90
WD 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
Configure
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
収益と純利益
$1.23B
2023-12-31
→
2025-12-31
EPS
$1.64
2023-12-31
→
2025-12-31
フリーキャッシュフロー
$-680M
2023-12-31
→
2025-12-31
利益率
4.6%
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
指標
5年トレンド
WD
競合中央値
P/E (TTM)
25.2
10.8
P/S (TTM) (株価売上高倍率（TTM）)
1.1
1.3
P/B (株価純資産倍率)
0.8
1.2
Price / FCF (株価FCF倍率)
-2.0
—
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
WD
競合中央値
Net Profit Margin (純利益率)
4.6%
9.4%
ROA
1.2%
1.1%
ROE
3.2%
11.1%
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
WD
競合中央値
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
WD
競合中央値
Revenue YoY (収益（前年比）)
9.0%
—
Revenue CAGR 3Y (収益（3年CAGR）)
-0.65%
—
Revenue CAGR 5Y (収益（5年CAGR）)
2.6%
—
EPS YoY
-48.6%
—
Net Income YoY (純利益（前年比）)
-48.0%
—
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
指標
5年トレンド
WD
競合中央値
Payout Ratio (配当性向)
163.2%
—
配当金 利回り、配当性向、配当履歴、5年CAGR
配当利回り
6.6%
配当性向
163.2%
5年配当CAGR
—
| 権利落ち日 | 金額 |
|---|---|
| 2026年5月21日 | $0.6800 |
| 2026年3月13日 | $0.6800 |
| 2025年11月21日 | $0.6700 |
| 2025年8月21日 | $0.6700 |
| 2025年5月15日 | $0.6700 |
| 2025年2月28日 | $0.6700 |
| 2024年11月22日 | $0.6500 |
| 2024年8月22日 | $0.6500 |
| 2024年5月15日 | $0.6500 |
| 2024年2月29日 | $0.6500 |
| 2023年11月22日 | $0.6300 |
| 2023年8月16日 | $0.6300 |
| 2023年5月17日 | $0.6300 |
| 2023年3月7日 | $0.6300 |
| 2022年11月23日 | $0.6000 |
| 2022年8月17日 | $0.6000 |
| 2022年5月18日 | $0.6000 |
| 2022年2月18日 | $0.6000 |
| 2021年11月18日 | $0.5000 |
| 2021年8月18日 | $0.5000 |
WD 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
12 アナリスト
- 強い買い 4 33.3%
- 買い 6 50.0%
- 保有 2 16.7%
- 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 · 2026-08-18
中央値
$59.00
平均値
$62.00
← 全目標を下回る
$41.38
安値
$57.00
高値
$70.00
中央値ターゲット
$59.00
+42.6%
平均値ターゲット
$62.00
+49.8%
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
-0.48%
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年6月30日 | $0.09 | $0.84 | -0.75% |
| 2026年3月31日 | $0.46 | $0.28 | 0.18% |
| 2025年12月31日 | $-0.41 | $1.27 | -1.7% |
| 2025年9月30日 | $0.98 | $1.20 | -0.22% |
| 2025年6月30日 | $0.99 | $0.74 | 0.25% |
| 2025年3月31日 | $0.08 | $0.71 | -0.63% |
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 |
|---|---|---|---|---|---|---|
| WD | $2.01B | 36.7 | 9.0% | 4.6% | 3.2% | — |
| NMIH | $3.11B | 8.3 | 8.5% | 55.0% | 15.5% | — |
| MBIN | — | — | — | — | — | — |
| AGM | — | 10.6 | 8.9% | 50.8% | 12.7% | — |
| UWMC | — | 36.5 | 18.2% | 0.87% | 1.6% | — |
| VEL | $822M | 7.5 | 36.8% | 56.5% | 17.7% | — |
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | — |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | — |
| LDI | — | -4.6 | -93.7% | -609.7% | -15.2% | — |
| BETR | — | — | — | — | — | — |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書 12
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.23B | $1.13B | $1.05B | $1.26B | $1.26B | $1.08B | $817M | $725M | $712M | $575M | $468M | $361M | |
| Operating Expenses | $1.16B | $1.00B | $916M | $994M | $907M | $753M | $587M | $512M | $478M | $389M | $333M | $277M | |
| Interest Expense | · | · | $50M | $49M | $33M | · | · | · | · | · | · | $18M | |
| Interest Income | $12M | $40M | $45M | $65M | $55M | · | · | · | · | · | · | · | |
| Pretax Income | $79M | $132M | $138M | $265M | $352M | $330M | $230M | $213M | $234M | $186M | $135M | $84M | |
| Income Tax | $22M | $31M | $35M | $56M | $86M | $84M | $57M | $52M | $22M | $71M | $53M | $32M | |
| Net Income | $56M | $108M | $107M | $214M | $266M | $246M | $173M | $161M | $211M | $114M | $82M | $51M | |
| EPS (Basic) | $1.65 | $3.19 | $3.20 | $6.43 | $8.27 | $7.85 | $5.61 | $5.15 | $6.72 | $3.66 | $2.76 | $1.60 | |
| EPS (Diluted) | $1.64 | $3.19 | $3.18 | $6.36 | $8.15 | $7.69 | $5.45 | $4.96 | $6.47 | $3.57 | $2.65 | $1.58 | |
| Shares (Basic) | 33,347,000 | 33,116,000 | 32,697,000 | 32,326,000 | 31,081,000 | 30,444,000 | 29,913,000 | 30,202,000 | 30,176,000 | 29,768,000 | 29,754,000 | 32,210,000 | |
| Shares (Diluted) | 33,369,000 | 33,158,000 | 32,875,000 | 32,687,000 | 31,533,000 | 31,083,000 | 30,815,000 | 31,384,000 | 31,386,000 | 30,537,000 | 30,949,000 | 32,624,000 | |
| EBITDA | $239M | $238M | $227M | $235M | $210M | $169M | $152M | $142M | $131M | $111M | $98M | $80M |
貸借対照表 14
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $299M | $279M | $329M | $226M | $306M | $321M | $121M | $90M | $191M | $119M | $137M | $113M | |
| PP&E (Net) | $54M | $48M | $43M | $34M | $73M | · | · | · | · | · | · | · | |
| Goodwill | $869M | $869M | $902M | $960M | $699M | $249M | $180M | $174M | $124M | $96M | $90M | $75M | |
| Intangibles | $142M | $157M | $182M | $199M | $184M | $2M | $719M | $670M | · | · | · | $376M | |
| Total Assets | $5.06B | $4.38B | $4.05B | $4.05B | $5.21B | $4.65B | $2.68B | $2.78B | $2.21B | $3.05B | $3.51B | $2.01B | |
| Deferred Tax | $237M | $241M | $245M | $243M | $225M | $186M | $147M | $126M | $108M | $139M | $101M | $85M | |
| Total Liabilities | $3.31B | $2.62B | $2.31B | $2.33B | $3.63B | $3.45B | $1.63B | $1.87B | $1.39B | $2.44B | $3.02B | $1.58B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $1.39B | |
| Common Stock | $334.0K | $332.0K | $329.0K | $323.0K | $320.0K | $307.0K | $300.0K | $295.0K | $300.0K | $296.0K | $295.0K | $318.0K | |
| Retained Earnings | $1.28B | $1.32B | $1.30B | $1.28B | $1.15B | $953M | $797M | $667M | $580M | $381M | $272M | $209M | |
| AOCI | $2M | $586.0K | $-479.0K | $-2M | $3M | $2M | $737.0K | $-75.0K | $93.0K | · | · | · | |
| Stockholders' Equity | $1.74B | $1.75B | $1.72B | $1.69B | $1.55B | $1.20B | $1.04B | $902M | $809M | $610M | $488M | $433M | |
| Liabilities + Equity | $5.06B | $4.38B | $4.05B | $4.05B | $5.21B | $4.65B | $2.68B | $2.78B | $2.21B | $3.05B | $3.51B | $2.01B | |
| Shares Outstanding | 33,389,000 | 33,194,000 | 32,874,000 | 32,396,000 | 32,049,000 | 30,678,000 | 30,035,000 | 29,497,000 | 30,016,000 | 29,551,000 | 29,466,000 | 31,822,000 |
キャッシュフロー 16
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $239M | $238M | $227M | $235M | $210M | $169M | $152M | $142M | $131M | $111M | $98M | $80M | |
| Stock-based Comp | $27M | $27M | $28M | $34M | $37M | $28M | $24M | $24M | $21M | $18M | $14M | $10M | |
| Deferred Tax | $-6M | $-2M | $1M | $18M | $34M | $47M | $22M | $17M | $-31M | $38M | $17M | $10M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $2M | $771.0K | |
| Other Non-cash | $-980M | $-241M | $-364M | $1.08B | $324M | $-1.90B | $56M | $-281M | $735M | $478M | $-1.55B | $-881M | |
| Operating Cash Flow | $-664M | $129M | $-518.0K | $1.58B | $870M | $-1.41B | $428M | $64M | $1.07B | $759M | $-1.34B | $-703M | |
| CapEx | $16M | $13M | $16M | $22M | $9M | $3M | $5M | $5M | $5M | $2M | $1M | $3M | |
| Investing Cash Flow | $-77M | $-38M | $127M | $-134M | $-378M | $115M | $-80M | $-552M | $97M | $-67M | $-27M | · | |
| Stock Issued | · | · | $3M | $486.0K | $5M | $14M | $6M | $9M | $3M | $4M | $8M | $8M | |
| Stock Repurchased | $10M | $12M | $21M | $42M | $19M | $46M | $31M | $69M | $35M | $13M | $50M | $38M | |
| Net Stock Activity | $-10M | $-12M | $-17M | $-42M | $-14M | $-32M | $-25M | $-60M | $-32M | $-9M | $-43M | $-30M | |
| Dividends Paid | $92M | $89M | $85M | $80M | $64M | $45M | $37M | $31M | · | · | · | · | |
| Financing Cash Flow | $758M | $-155M | $7M | $-1.58B | $-458M | $1.52B | $-332M | $322M | $-1.09B | $-694M | $1.39B | · | |
| Taxes Paid | $23M | $32M | $31M | $59M | $43M | $30M | $40M | · | · | · | · | · | |
| Free Cash Flow | $-680M | $116M | $-17M | $1.56B | $861M | $-1.41B | $423M | $59M | $1.06B | $757M | $-1.34B | $-732M | |
| Levered FCF | · | · | $-54M | · | · | · | · | · | · | · | · | $-743M |
収益性 5
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 4.6% | 9.6% | 10.2% | 17.0% | 21.1% | 22.7% | 21.2% | 22.3% | 29.7% | 19.9% | 17.6% | 14.2% | |
| Pretax Margin | 6.4% | 11.6% | 13.1% | 21.1% | 28.0% | 30.5% | 28.2% | 29.3% | 32.8% | 32.3% | 28.9% | 23.3% | |
| EBITDA Margin | 19.3% | 21.0% | 21.5% | 18.7% | 16.7% | 15.6% | 18.7% | 19.6% | 18.4% | 19.4% | 21.0% | 22.2% | |
| ROA | 1.2% | 2.4% | 2.6% | 4.3% | 5.1% | 6.7% | 6.3% | 6.5% | 8.0% | 3.5% | 3.0% | 3.3% | |
| ROE | 3.2% | 6.2% | 6.3% | 13.2% | 18.7% | 21.3% | 17.9% | 18.9% | 29.7% | 20.8% | 17.9% | 12.3% |
効率性 1
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 |
成長率 10
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.0% | 7.4% | -16.2% | -0.03% | 16.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.65% | -3.5% | -0.91% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -48.6% | 0.31% | -50.0% | -22.0% | 6.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -36.4% | -26.9% | -25.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -26.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -48.0% | 0.75% | -49.8% | -19.5% | 8.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -35.9% | -25.9% | -24.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -25.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM） 13
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.23B | $1.13B | $1.05B | $1.26B | $1.26B | $1.08B | $817M | $725M | $712M | $575M | $468M | $361M | |
| Net Income TTM | $56M | $108M | $107M | $214M | $266M | $246M | $173M | $161M | $211M | $114M | $82M | $51M | |
| Market Cap | $2.01B | $3.23B | $3.65B | $2.54B | $4.84B | $2.82B | $1.94B | $1.28B | $1.43B | $922M | $849M | $558M | |
| P/E | 36.7 | 30.5 | 34.9 | 12.3 | 18.5 | 12.0 | 11.9 | 8.7 | 7.3 | 8.7 | 10.9 | 11.1 | |
| P/S | 1.6 | 2.8 | 3.5 | 2.0 | 3.8 | 2.6 | 2.4 | 1.8 | 2.0 | 1.6 | 1.8 | 1.5 | |
| P/B | 1.2 | 1.8 | 2.1 | 1.5 | 3.1 | 2.4 | 1.9 | 1.4 | 1.8 | 1.5 | 1.7 | 1.3 | |
| P / Tangible Book | 2.8 | 4.5 | 5.7 | 4.8 | 7.2 | 3.0 | · | · | · | · | · | · | |
| P / Cash Flow | -3.0 | 24.9 | -7045.1 | 1.6 | 5.6 | -2.0 | 4.5 | 19.9 | 1.3 | 1.2 | -0.6 | -0.8 | |
| P / FCF | -3.0 | 27.7 | -218.3 | 1.6 | 5.6 | -2.0 | 4.6 | 21.5 | 1.3 | 1.2 | -0.6 | -0.8 | |
| Dividend Yield | 4.6% | 2.8% | 2.3% | 3.1% | 1.3% | 1.6% | 1.9% | 2.5% | · | · | · | · | |
| Earnings Yield | 2.7% | 3.3% | 2.9% | 8.1% | 5.4% | 8.4% | 8.4% | 11.5% | 13.6% | 11.4% | 9.2% | 9.0% | |
| Payout Ratio | 163.2% | 81.9% | 79.0% | 37.5% | 24.2% | 18.4% | 21.5% | 19.5% | · | · | · | · | |
| Annual Payout | $92M | $89M | $85M | $80M | $64M | $45M | $37M | $31M | · | · | · | · |
損益計算書 12
| 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 | $307M | $301M | $340M | $338M | $319M | $237M | $341M | $292M | $271M | $228M | $274M | $269M | $273M | $239M | $283M | $316M | |
| Operating Expenses | $305M | $275M | $359M | $292M | $273M | $232M | $289M | $255M | $242M | $214M | $235M | $241M | $237M | $204M | $236M | $261M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $9M | · | $14M | · | $11M | · | $14M | |
| Interest Income | $17M | $17M | $-21M | $15M | $11M | $7M | · | $11M | $7M | $7M | · | $12M | $12M | $11M | $20M | $18M | |
| Pretax Income | $2M | $26M | $-19M | $46M | $46M | $5M | $52M | $38M | $28M | $14M | $39M | $28M | $36M | $35M | $47M | $54M | |
| Income Tax | $-764.0K | $8M | $-5M | $13M | $12M | $3M | $11M | $9M | $8M | $3M | $10M | $7M | $10M | $7M | $10M | $8M | |
| Net Income | $3M | $16M | $-14M | $33M | $34M | $3M | $45M | $29M | $23M | $12M | $32M | $21M | $28M | $27M | $41M | $47M | |
| EPS (Basic) | $0.09 | $0.46 | $-0.41 | $0.98 | $1.00 | $0.08 | $1.32 | $0.85 | $0.67 | $0.35 | $0.94 | $0.64 | $0.82 | $0.80 | $1.25 | $1.41 | |
| EPS (Diluted) | $0.09 | $0.46 | $-0.41 | $0.98 | $0.99 | $0.08 | $1.32 | $0.85 | $0.67 | $0.35 | $0.93 | $0.64 | $0.82 | $0.79 | $1.23 | $1.40 | |
| Shares (Basic) | 33,263,000 | 33,394,000 | -66,651,000 | 33,376,000 | 33,358,000 | 33,264,000 | -66,152,000 | 33,169,000 | 33,121,000 | 32,978,000 | -65,264,000 | 32,737,000 | 32,695,000 | 32,529,000 | -64,571,000 | 32,290,000 | |
| Shares (Diluted) | 33,275,000 | 33,411,000 | -66,695,000 | 33,397,000 | 33,371,000 | 33,296,000 | -66,247,000 | 33,203,000 | 33,154,000 | 33,048,000 | -65,687,000 | 32,895,000 | 32,851,000 | 32,816,000 | -65,244,000 | 32,620,000 | |
| EBITDA | $61M | $63M | · | $60M | $59M | $58M | · | $58M | $56M | $56M | · | $57M | $56M | $57M | · | $60M |
貸借対照表 13
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $161M | $193M | $299M | $275M | $234M | $181M | $279M | $180M | $208M | $217M | $329M | $236M | $228M | $188M | $226M | $152M | |
| PP&E (Net) | · | · | $54M | · | · | · | $48M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $869M | $869M | $869M | $869M | $869M | $869M | $869M | $902M | $902M | $902M | · | $950M | $964M | $960M | · | $948M | |
| Intangibles | $134M | $138M | $142M | $146M | $149M | $153M | $157M | $171M | $174M | $178M | · | $186M | $190M | $194M | · | $203M | |
| Total Assets | $4.89B | $6.17B | $5.06B | $5.80B | $4.68B | $4.51B | $4.38B | $4.58B | $4.18B | $3.83B | $4.05B | $4.28B | $4.81B | $4.49B | $4.05B | $6.00B | |
| Deferred Tax | · | · | $237M | · | · | · | $241M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $3.17B | $4.43B | $3.31B | $4.02B | $2.91B | $2.77B | $2.62B | $2.83B | $2.44B | $2.09B | · | $2.55B | $3.08B | $2.78B | · | $4.31B | |
| Common Stock | $333.0K | $332.0K | $334.0K | $333.0K | $333.0K | $333.0K | $332.0K | $332.0K | $331.0K | $331.0K | · | $328.0K | $327.0K | $327.0K | · | $323.0K | |
| Retained Earnings | $1.24B | $1.26B | $1.28B | $1.32B | $1.31B | $1.30B | $1.32B | $1.30B | $1.29B | $1.29B | · | $1.29B | $1.29B | $1.28B | · | $1.26B | |
| AOCI | $612.0K | $1M | $2M | $2M | $3M | $1M | $586.0K | $1M | $415.0K | $-492.0K | · | $-2M | $-1M | $-2M | · | $-1M | |
| Stockholders' Equity | $1.71B | $1.72B | $1.74B | $1.77B | $1.75B | $1.73B | $1.75B | $1.71B | $1.70B | $1.72B | · | $1.71B | $1.70B | $1.69B | · | $1.66B | |
| Liabilities + Equity | $4.89B | $6.17B | $5.06B | $5.80B | $4.68B | $4.51B | $4.38B | $4.58B | $4.18B | $3.83B | · | $4.28B | $4.81B | $4.49B | · | $6.00B | |
| Shares Outstanding | 33,269,000 | 33,249,000 | 33,389,000 | 33,385,000 | 33,366,000 | 33,344,000 | 33,194,000 | 33,189,000 | 33,137,000 | 33,095,000 | · | 32,779,000 | 32,703,000 | 32,679,000 | · | 32,344,000 |
キャッシュフロー 13
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $61M | $63M | $62M | $60M | $59M | $58M | $68M | $58M | $56M | $56M | $56M | $57M | $56M | $57M | $58M | $60M | |
| Other Non-cash | · | $-1.22B | · | · | · | $-341M | · | · | · | $-29M | · | · | · | $-630M | · | · | |
| Operating Cash Flow | $1.17B | $-1.14B | $803M | $-948M | $-238M | $-281M | $531M | $-202M | $-238M | $38M | $332M | $549M | $-334M | $-547M | $2.05B | $-1.32B | |
| CapEx | $600.0K | $2M | $7M | $2M | $3M | $4M | $4M | $2M | $4M | $3M | $2M | $4M | $7M | $3M | $3M | $7M | |
| Investing Cash Flow | $-5M | $-40M | $-13M | $-3M | $-23M | $-39M | $-992.0K | $-8M | $-5M | $-25M | $-20M | $36M | $101M | $9M | $37M | $-57M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $1M | · | $2M | $0 | $449.0K | · | $0 | |
| Stock Repurchased | $298.0K | $19M | $183.0K | $1M | $645.0K | $9M | $369.0K | $1M | $809.0K | $10M | $2M | $871.0K | $662.0K | $17M | $2M | $1M | |
| Net Stock Activity | · | $-19M | · | · | · | $-9M | · | · | · | $-9M | · | · | · | $-17M | · | · | |
| Dividends Paid | $24M | $24M | $23M | $23M | $23M | $23M | $22M | $22M | $22M | $22M | $21M | $21M | $21M | $21M | $20M | $20M | |
| Financing Cash Flow | $-1.20B | $1.07B | $-784M | $996M | $324M | $222M | $-469M | $195M | $243M | $-124M | $-221M | $-568M | $282M | $514M | $-2.03B | $1.39B | |
| Taxes Paid | $21M | $68.0K | $1M | $6M | $16M | $-75.0K | $3M | $12M | $18M | $-604.0K | $4M | $6M | $20M | $1M | $2M | $11M | |
| Free Cash Flow | · | $-1.15B | · | · | · | $-285M | · | · | · | $35M | · | · | · | $-549M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $28M | · | · | · | · | · | · |
収益性 5
| 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 | 0.98% | 5.3% | · | 9.9% | 10.6% | 1.2% | · | 9.8% | 8.4% | 5.2% | · | 8.0% | 10.1% | 11.2% | · | 14.8% | |
| Pretax Margin | 0.68% | 8.6% | · | 13.6% | 14.5% | 2.2% | · | 12.8% | 10.4% | 6.0% | · | 10.5% | 13.2% | 14.5% | · | 17.2% | |
| EBITDA Margin | 19.8% | 20.9% | · | 17.8% | 18.5% | 24.3% | · | 19.7% | 20.7% | 24.5% | · | 21.4% | 20.6% | 23.9% | · | 19.0% | |
| ROA | 0.06% | 0.30% | · | 0.64% | 0.77% | 0.07% | · | 0.65% | 0.50% | 0.29% | · | 0.42% | 0.59% | 0.60% | · | 0.84% | |
| ROE | 0.17% | 0.92% | · | 1.9% | 2.0% | 0.16% | · | 1.7% | 1.3% | 0.70% | · | 1.3% | 1.7% | 1.6% | · | 3.1% |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
バリュエーション（TTM） 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.26B | $1.20B | · | $1.19B | $1.12B | $1.03B | · | $1.06B | $1.04B | $1.01B | · | $1.10B | $1.17B | $1.21B | · | $1.32B | |
| Net Income TTM | $86M | $86M | · | $99M | $88M | $66M | · | $85M | $84M | $88M | · | $123M | $155M | $199M | · | $244M | |
| Market Cap | $1.82B | $1.48B | · | $2.79B | $2.35B | $2.85B | · | $3.77B | $3.25B | $3.34B | · | $2.43B | $2.59B | $2.49B | · | $2.71B | |
| P/E | 21.7 | 17.7 | · | 28.8 | 27.2 | 43.8 | · | 45.3 | 39.6 | 38.9 | · | 20.3 | 17.1 | 12.9 | · | 11.4 | |
| P/S | 1.4 | 1.2 | · | 2.4 | 2.1 | 2.8 | · | 3.6 | 3.1 | 3.3 | · | 2.2 | 2.2 | 2.0 | · | 2.0 | |
| P/B | 1.1 | 0.9 | · | 1.6 | 1.3 | 1.6 | · | 2.2 | 1.9 | 1.9 | · | 1.4 | 1.5 | 1.5 | · | 1.6 | |
| P / Tangible Book | 2.6 | 2.1 | · | 3.7 | 3.2 | 4.0 | · | 5.9 | 5.2 | 5.3 | · | 4.3 | 4.7 | 4.7 | · | 5.3 | |
| P / Cash Flow | · | -1.3 | · | · | · | -10.1 | · | · | · | 87.1 | · | · | · | -4.6 | · | · | |
| P / FCF | · | -1.3 | · | · | · | -10.0 | · | · | · | 95.1 | · | · | · | -4.5 | · | · | |
| Earnings Yield | 4.6% | 5.7% | · | 3.5% | 3.7% | 2.3% | · | 2.2% | 2.5% | 2.6% | · | 4.9% | 5.8% | 7.8% | · | 8.8% | |
| Payout Ratio | · | 148.7% | · | · | · | 832.8% | · | · | · | 185.1% | · | · | · | 79.6% | · | · |
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 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| 収益 | $1.23B | — | — | $1.13B | — |
| 純利益 | $56M | — | — | $108M | — |
| 希薄化後EPS | $1.64 | — | — | $3.19 | — |
キャッシュフロー
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $-680M | — | — | $116M | — |
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機関投資家（13F） 287 提出者 · $1.0B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。
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 |
|---|---|---|---|---|
| 56 (+7 前期比) | 35 (-19 前期比) | 95 (-4 前期比) | 61 (-10 前期比) | -1.1M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $113,883,814 | 2,081,971 | 11.12% | 株式数 |
| STATE STREET CORP | $88,725,479 | 1,622,038 | 8.66% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $81,689,691 | 1,493,413 | 7.97% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $75,256,564 | 1,375,806 | 7.35% | 株式数 |
| ALLIANCEBERNSTEIN L.P. | $58,197,846 | 1,311,353 | 5.68% | 株式数 |
| JANUS HENDERSON GROUP PLC | $44,111,279 | 993,945 | 4.31% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $40,779,321 | 745,349 | 3.98% | 株式数 |
| ROYCE & ASSOCIATES LP | $37,004,933 | 676,507 | 3.61% | 株式数 |
| DEPRINCE RACE & ZOLLO INC | $32,329,188 | 728,463 | 3.16% | 株式数 |
| Alyeska Investment Group, L.P. | $30,382,513 | 555,439 | 2.97% | 株式数 |
| AMERIPRISE FINANCIAL INC | $29,019,116 | 530,514 | 2.83% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26,325,797 | 481,276 | 2.57% | 株式数 |
| Erste Asset Management GmbH | $24,223,500 | 450,000 | 2.36% | 株式数 |
| MetLife Investment Management, LLC | $20,034,477 | 366,261 | 1.96% | 株式数 |
| Balyasny Asset Management L.P. | $18,038,474 | 329,771 | 1.76% | 株式数 |
| MORGAN STANLEY | $15,037,333 | 274,905 | 1.47% | 株式数 |
| VANGUARD GROUP INC | $12,956,551 | 215,404 | 1.26% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $12,346,337 | 225,710 | 1.21% | 株式数 |
| Rockefeller Capital Management L.P. | $10,221,358 | 186,862 | 1.00% | 株式数 |
| Russell Investments Group, Ltd. | $9,391,280 | 171,687 | 0.92% | 株式数 |
| GOLDMAN SACHS GROUP INC | $9,226,632 | 168,677 | 0.90% | 株式数 |
| CRAWFORD INVESTMENT COUNSEL INC | $7,826,874 | 143,087 | 0.76% | 株式数 |
| Verdence Capital Advisors LLC | $7,578,937 | 138,555 | 0.74% | 株式数 |
| Kathmere Capital Management, LLC | $7,570,535 | 138,401 | 0.74% | 株式数 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7,277,288 | 133,040 | 0.71% | 株式数 |
| Public Sector Pension Investment Board | $6,584,567 | 120,376 | 0.64% | 株式数 |
| DEUTSCHE BANK AG\ | $6,539,166 | 119,546 | 0.64% | 株式数 |
| GRATIA CAPITAL, LLC | $6,361,610 | 116,300 | 0.62% | コールオプション |
| NEW YORK STATE COMMON RETIREMENT FUND | $6,329,556 | 115,714 | 0.62% | 株式数 |
| FIRST TRUST ADVISORS LP | $6,148,827 | 112,410 | 0.60% | 株式数 |
| Qube Research & Technologies Ltd | $5,954,150 | 108,851 | 0.58% | 株式数 |
| Invenomic Capital Management LP | $5,846,391 | 106,881 | 0.57% | 株式数 |
| Bank of New York Mellon Corp | $5,352,942 | 97,860 | 0.52% | 株式数 |
| Man Group plc | $5,095,305 | 93,150 | 0.50% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5,021,460 | 91,800 | 0.49% | コールオプション |
| TWO SIGMA ADVISERS, LP | $4,962,375 | 82,500 | 0.48% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $4,919,444 | 89,935 | 0.48% | 株式数 |
| RHUMBLINE ADVISERS | $4,858,489 | 88,821 | 0.47% | 株式数 |
| Trexquant Investment LP | $4,652,344 | 85,052 | 0.45% | 株式数 |
| STATE OF WISCONSIN INVESTMENT BOARD | $4,236,624 | 77,452 | 0.41% | 株式数 |
| XTX Topco Ltd | $4,129,959 | 75,502 | 0.40% | 株式数 |
| RPg Family Wealth Advisory, LLC | $4,070,044 | 74,407 | 0.40% | 株式数 |
| ALGERT GLOBAL LLC | $3,765,548 | 68,840 | 0.37% | 株式数 |
| Swiss National Bank | $3,653,960 | 66,800 | 0.36% | 株式数 |
| MARSHALL WACE, LLP | $3,439,427 | 62,878 | 0.34% | 株式数 |
| ENVESTNET ASSET MANAGEMENT INC | $2,903,424 | 53,079 | 0.28% | 株式数 |
| Legal & General Group Plc | $2,870,054 | 52,469 | 0.28% | 株式数 |
| IEQ CAPITAL, LLC | $2,639,932 | 48,262 | 0.26% | 株式数 |
| Allianz Asset Management GmbH | $2,570,578 | 57,922 | 0.25% | 株式数 |
| BlackRock, Inc. | $2,476,871 | 45,281 | 0.24% | 株式数 |
| Resolute Capital Asset Partners LLC | $2,461,500 | 45,000 | 0.24% | 株式数 |
| Mariner, LLC | $2,315,675 | 42,335 | 0.23% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $2,235,808 | 40,874 | 0.22% | 株式数 |
| PDT Partners, LLC | $2,183,733 | 39,922 | 0.21% | 株式数 |
| SHUFRO ROSE & CO LLC | $2,092,348 | 38,251 | 0.20% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $1,986,102 | 36,309 | 0.19% | 株式数 |
| ARGA Investment Management, LP | $1,948,906 | 35,629 | 0.19% | 株式数 |
| PRUDENTIAL FINANCIAL INC | $1,936,107 | 35,395 | 0.19% | 株式数 |
| VANGUARD ASSET MANAGEMENT, Ltd | $1,741,101 | 31,830 | 0.17% | 株式数 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $1,733,990 | 31,700 | 0.17% | 株式数 |
| STEINBERG ASSET MANAGEMENT LLC | $1,659,270 | 30,334 | 0.16% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,648,220 | 30,132 | 0.16% | 株式数 |
| HighTower Advisors, LLC | $1,647,561 | 30,120 | 0.16% | 株式数 |
| WELLS FARGO & COMPANY/MN | $1,609,712 | 29,428 | 0.16% | 株式数 |
| CAPTRUST FINANCIAL ADVISORS | $1,590,457 | 29,076 | 0.16% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $1,466,179 | 26,804 | 0.14% | 株式数 |
| Freestone Grove Partners LP | $1,461,803 | 26,724 | 0.14% | 株式数 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1,288,085 | 29,024 | 0.13% | 株式数 |
| Schonfeld Strategic Advisors LLC | $1,277,463 | 23,354 | 0.12% | 株式数 |
| MERCER GLOBAL ADVISORS INC /ADV | $1,242,210 | 22,710 | 0.12% | 株式数 |
| VARCOV Co. | $1,238,736 | 22,646 | 0.12% | 株式数 |
| BNP PARIBAS FINANCIAL MARKETS | $1,223,201 | 22,362 | 0.12% | 株式数 |
| Quantinno Capital Management LP | $1,151,664 | 21,054 | 0.11% | 株式数 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $1,103,737 | 20,178 | 0.11% | 株式数 |
| Cornerstone Investment Partners, LLC | $1,080,434 | 19,752 | 0.11% | 株式数 |
| JANE STREET GROUP, LLC | $1,033,830 | 18,900 | 0.10% | コールオプション |
| D. E. Shaw & Co., Inc. | $1,030,056 | 18,831 | 0.10% | 株式数 |
| Illinois Municipal Retirement Fund | $972,621 | 17,781 | 0.09% | 株式数 |
| Walleye Capital LLC | $962,009 | 17,587 | 0.09% | 株式数 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $916,389 | 16,753 | 0.09% | 株式数 |
| GRATIA CAPITAL, LLC | $909,059 | 16,619 | 0.09% | 株式数 |
| Holocene Advisors, LP | $889,696 | 16,265 | 0.09% | 株式数 |
| Federation des caisses Desjardins du Quebec | $873,914 | 15,974 | 0.09% | 株式数 |
| CANADA PENSION PLAN INVESTMENT BOARD | $858,790 | 15,700 | 0.08% | 株式数 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $848,944 | 15,520 | 0.08% | 株式数 |
| AlphaQuest LLC | $822,732 | 13,678 | 0.08% | 株式数 |
| Louisiana State Employees Retirement System | $820,500 | 15,000 | 0.08% | 株式数 |
| BROWN ADVISORY INC | $820,500 | 15,000 | 0.08% | 株式数 |
| Kestra Advisory Services, LLC | $792,745 | 14,493 | 0.08% | 株式数 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $768,635 | 15,302 | 0.08% | 株式数 |
| QSV Equity Investors LLC | $749,048 | 12,453 | 0.07% | 株式数 |
| TWO SIGMA INVESTMENTS, LP | $740,693 | 13,541 | 0.07% | 株式数 |
| Carson Advisory Inc. | $738,450 | 13,500 | 0.07% | 株式数 |
| Invesco Ltd. | $737,848 | 13,489 | 0.07% | 株式数 |
| GatePass Capital, LLC | $734,457 | 13,427 | 0.07% | 株式数 |
| Vanguard Global Advisers, LLC | $701,692 | 12,828 | 0.07% | 株式数 |
| ALLSTATE CORP | $699,449 | 12,787 | 0.07% | 株式数 |
| D. E. Shaw & Co., Inc. | $678,280 | 12,400 | 0.07% | コールオプション |
| Engineers Gate Manager LP | $672,810 | 12,300 | 0.07% | 株式数 |
| CAXTON ASSOCIATES LLP | $655,032 | 11,975 | 0.06% | 株式数 |
企業インサイダー 26 人のインサイダー · 8人の役員 · 16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 |
|---|---|---|---|---|---|---|
| William M Walker | Chairman & CEO | 2026年6月4日 A | 488,948 | 1 | 0 | $474,600 |
| Gregory Florkowski | EVP & Chief Financial Officer | 2026年6月4日 A | 37,862 | 0 | 0 | $0 |
| Deborah A Wilson | EVP, CFO & Treasurer | 2013年3月25日 F | 93,487 | 0 | 0 | $0 |
| Stephen P Theobald | EVP & Chief Operating Officer | 2026年6月4日 A | 81,551 | 0 | 0 | $0 |
| Daniel J Groman | EVP, GC, Secretary & CCO | 2026年6月4日 A | 22,305 | 0 | 0 | $0 |
| Paula A. Pryor | EVP and Chief HR Officer | 2026年6月4日 A | 15,254 | 0 | 1 | $-459,963 |
| Richard M Lucas | EVP & Gen Counsel & Secretary | 2024年3月20日 A | 143,120 | 0 | 0 | $0 |
| Richard C Warner | EVP & Chief Credit Officer | 2020年3月2日 M | 57,176 | 0 | 0 | $0 |
| Gary S Pinkus | 取締役 | 2026年5月19日 A | — | 0 | 0 | $0 |
| Ellen Levy | 取締役 | 2026年5月19日 A | — | 0 | 0 | $0 |
| Donna Wells | 取締役 | 2026年5月19日 A | 6,658 | 1 | 0 | $23,480 |
| Jeffery R Hayward | 取締役 | 2026年5月19日 A | 6,712 | 0 | 0 | $0 |
| John E. Rice Jr | 取締役 | 2026年5月19日 A | 36,397 | 0 | 0 | $0 |
| Ernest Michael Freedman | 取締役 | 2026年5月19日 A | 9,193 | 1 | 0 | $246,050 |
| Dana L Schmaltz | 取締役 | 2026年5月19日 A | 87,421 | 1 | 0 | $45,780 |
| Michael D Malone | 取締役 | 2024年5月2日 A | 31,519 | 0 | 0 | $0 |
| Howard W Smith III | 取締役 | 2024年3月15日 A | 191,508 | 0 | 0 | $0 |
| Michael J. Warren | 取締役 | 2023年5月4日 A | 528 | 0 | 0 | $0 |
| Alan J Bowers | 取締役 | 2022年3月11日 L | 43,026 | 0 | 0 | $0 |
| Cynthia A Hallenbeck | 取締役 | 2018年5月10日 A | 20,639 | 0 | 0 | $0 |
| Andrew C Florance | 取締役 | 2015年6月4日 A | 24,019 | 0 | 0 | $0 |
| Mitchell M Gaynor | 取締役 | 2013年8月12日 P | 18,543 | 0 | 0 | $0 |
| Edmund Frederick Taylor | 取締役 | 2011年8月16日 A | 5,517 | 0 | 0 | $0 |
| Fortress Investment Group LLC | 10%オーナー | 2015年3月20日 S | 0 | 0 | 0 | $0 |
| CREDIT SUISSE/ | 10%オーナー | 2013年3月27日 S | 3,429,875 | 0 | 0 | $0 |
| Mallory Walker | 10%オーナー | 2010年12月20日 S | 2,189,307 | 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 8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 |
|---|---|---|---|---|---|
| William M. Walker, Walker Family Holdings, LLC ×8 提出書類 | 2022年9月16日 | — | 初回提出 | — | SEC |
| Howard W. Smith, III ×4 提出書類 | 2015年12月30日 | — | 初回提出 | — | SEC |
| Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II UB Securities LLC, FCO MA II LP, FCO MA LSS LP, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, FCOF UB Investments LLC, FCOF II UB Investments LLC, FIF V WD LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×4 提出書類 | 2015年3月24日 | — | 初回提出 | 資本構成 | SEC |
| Credit Suisse AG (See Item 2) ×3 提出書類 | 2014年3月19日 | — | 初回提出 | — | SEC |
| Credit Suisse AG ×4 提出書類 | 2013年4月10日 | — | 初回提出 | — | SEC |
| Mallory Walker ×4 提出書類 | 2012年12月12日 | — | 初回提出 | — | SEC |
| CW Financial Services LLC, Galaxy Acquisition LLC, Galaxy CF Holdings LLC, Galaxy PEF Holdings LLC, Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II LP, FCO MA LSS LP, Galaxy CF UST Investment Holdings LLC, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Galaxy Acquisition Blocker B LLC, Galacy Acquisition Blocker CFG LLC, Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×3 提出書類 | 2012年9月14日 | — | 初回提出 | 取締役会キャンペーン | SEC |
| 2012年6月19日 | — | 初回提出 | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF保有状況 60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 |
|---|---|---|---|---|
| FYT · First Trust Exchange-Traded AlphaDE… | 0.68% | 24,623 NS | 2026年4月30日 | N-PORT |
| HAPS · Harbor ETF Trust | 0.33% | 10,421 NS | 2026年4月30日 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.32% | 78,214 NS | 2026年4月30日 | N-PORT |
| ESSC · Strategy Shares | 0.19% | 979 NS | 2026年4月30日 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.14% | 3,806 NS | 2026年4月30日 | N-PORT |
| NUSC · Nushares ETF Trust | 0.13% | 32,425 NS | 2026年4月30日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.11% | 15,928 NS | 2026年5月31日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.10% | 218 NS | 2026年4月30日 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.09% | 12,615 NS | 2026年4月30日 | N-PORT |
| SAA · ProShares Trust | 0.08% | 408 NS | 2026年5月31日 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.07% | 128,364 NS | 2026年5月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.07% | 187,987 NS | 2026年4月30日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.06% | 85,536 NS | 2026年4月30日 | N-PORT |
| RSSL · Global X Funds | 0.05% | 14,284 NS | 2026年4月30日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.05% | 26,174 NS | 2026年5月31日 | N-PORT |
| ITWO · ProShares Trust | 0.04% | 1,552 NS | 2026年5月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.04% | 112,237 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.04% | 163,018 NS | 2026年5月31日 | N-PORT |
| UWM · ProShares Trust | 0.02% | 1,214 NS | 2026年5月31日 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.02% | 4,557 NS | 2026年5月31日 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.02% | 8,618 NS | 2026年4月30日 | N-PORT |
| URTY · ProShares Trust | 0.02% | 1,231 NS | 2026年5月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.02% | 1,235 NS | 2026年4月30日 | N-PORT |
| HDG · ProShares Trust | 0.01% | 31 NS | 2026年5月31日 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.01% | 1,604 NS | 2026年5月31日 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 2,002 NS | 2026年4月30日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 37,136 NS | 2026年4月30日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 19,865 NS | 2026年5月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 4,241 NS | 2026年4月30日 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 12 NS | 2026年5月31日 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 284 NS | 2026年5月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 日次 |
| VB · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 日次 |
| VBR · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 日次 |
| VTI · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 日次 |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 2026年7月30日 | 日次 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 2026年7月15日 | 日次 |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 2026年7月15日 | 日次 |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 2026年7月15日 | 日次 |
| VYM · VANGUARD WHITEHALL FUNDS | — | — | 2026年7月15日 | 日次 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 日次 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 日次 |
| IJR · iShares Trust | — | — | 2026年8月3日 | 日次 |
| IJS · iShares Trust | — | — | 2026年8月10日 | 日次 |
| ITOT · iShares Trust | — | — | 2026年7月22日 | 日次 |
| IWV · iShares Trust | — | — | 2026年8月18日 | 日次 |
| IWN · iShares Trust | — | — | 2026年8月17日 | 日次 |
| IWM · iShares Trust | — | — | 2026年8月18日 | 日次 |
| XJR · iShares Trust | — | — | 2026年8月18日 | 日次 |