ACIC American Coastal Insurance Corporation - Common Stock
$9.55
가격 · 8월 18, 2026
기준 재무 정보 8월 6, 2026
52주 범위
$9–$13
3% of range
애널리스트 평점
BUY
8 analysts
목표 주가
$13
+36% upside
P/E (TTM)
4.4
ROE
35.0%
순이익률
31.9%
American Coastal Insurance Corporation - Common Stock 정보 위키백과 회사 개요
United Property & Casualty Insurance Company, Inc. is an American property and casualty insurance company with headquarters in Florida. It writes commercial, residential, homeowners’, and flood insurance policies in several coastal states.
더 보기
United Property & Casualty Insurance Company, Inc. (UPC Insurance) is an American property and casualty insurance company with headquarters in Florida. It writes commercial, residential, homeowners’, and flood insurance policies in several coastal states.
As of 2019, UPC Insurance had about 159,170 active policies, accounting for just over 2.5 percent market share.
## History
UPC Insurance was founded in 1999 in St. Petersburg, Florida.
In 2012, John Forney was named CEO. Forney is a former U.S. Army infantry officer and graduate of Ranger School. Before joining UPC Insurance, he served in several capacities at Raymond James Financial.
In 2014, UPC Insurance purchased the AAA Auto South building, which had been owned by the Peninsula Motor Club Inc. since 1987, as its new headquarters. The company tried to acquire Family Security Holdings LLC but never completed the $9 million deal. Also in 2014, Judy Copechal, Chief Underwriting Officer at UPC Insurance, was named as one of the Top 10 Women in Insurance Leadership by Insurance Networking News.
In 2015, UPC Insurance acquired Interboro Insurance Company, a property and casualty insurance company authorized in New York, Alabama, South Carolina, Washington, D.C., and Louisiana, from Interboro, LLC for $57 million. The company also participated in the Texas Windstorm Insurance Association (TWIA) Depopulation Program.
In 2017, UPC Insurance merged with American Coastal Insurance Co. Journey Insurance Company offers homeowners and commercial residential property insurance through independent agents and brokers in Florida, South Carolina, and Texas. It received an “A−“ Financial Strength Rating and “a-“ Issuer Credit Rating from A.M. Best.
In 2018, UPC Insurance announced plans to build another new headquarters in downtown St. Petersburg, the first new office construction in the area since the Duke Energy Florida headquarters in 2007. The company also collaborated with R.J. Kiln & Co., a subsidiary of Tokio Marine Kiln, to form a property and casualty insurance subsidiary called Journey Insurance Company.
In 2019, UPC Insurance reported first-quarter catastrophe losses of $13 million after-tax due to several catastrophic events, including the Brevard County hailstorm, as well as possible loss creep from Hurricane Irma and Hurricane Michael.
UPC announced in August 2022 that they would leave the Florida Property Insurance market with a plan to cancel all remaining policies May 31, 2023 before the start of the hurricane season on June 1. Hurricane Ian struck Florida the following month near Fort Myers. UPC policies were concentrated in Southwest Florida and the company experienced 25,000 claims. The company initially projected losses of $660 million but by the end of 2022, losses were revised to $864 million.
When UPC notified Florida's Office of Insurance Regulation of their dire financial situation, the Insurance Commissioner sent a letter to CFO Jimmy Patronis to seek court approval to place UPC into receivership. In early February 2023 Slide Insurance assumed 72,000 of the 135,000 UPC policies. Less than a week later, UPC was declared insolvent.
== References ==
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
ACIC 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
가격
$9.55
시가총액
$462M
P/E (TTM)
4.4
EPS (TTM)
$2.15
매출 (TTM)
$335M
배당 수익률
0.00%
ROE
35.0%
부채/자본
—
52주 범위
$9 – $13
ACIC 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의
Configure
10년 성과 매출, 순이익, 마진 및 EPS 추세
매출 및 순이익
$335M
2020-12-31
→
2025-12-31
EPS
$2.15
2020-12-31
→
2025-12-31
잉여현금흐름
$71M
2020-12-31
→
2025-12-31
마진
31.9%
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
지표
5년 추세
ACIC
동종업계 중앙값
P/E (TTM)
4.4
12.0
P/S (TTM)
1.4
1.3
P/B
1.5
1.9
Price / FCF (주가 / FCF)
6.5
—
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
지표
5년 추세
ACIC
동종업계 중앙값
Operating Margin (영업이익률)
41.8%
—
Net Profit Margin (순이익률)
31.9%
13.0%
ROA
9.3%
5.6%
ROE
35.0%
16.4%
ROIC
33.1%
—
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
지표
5년 추세
ACIC
동종업계 중앙값
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
지표
5년 추세
ACIC
동종업계 중앙값
Revenue YoY (매출 YoY)
13.1%
—
Revenue CAGR 3Y (매출 CAGR 3년)
14.8%
—
Revenue CAGR 5Y (매출 CAGR 5년)
-16.9%
—
EPS YoY
39.6%
—
Net Income YoY (순이익 YoY)
41.1%
—
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
지표
5년 추세
ACIC
동종업계 중앙값
Payout Ratio (지급 비율)
0.00%
—
배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR
배당 수익률
0.00%
지급 비율
0.00%
5년 배당 CAGR
—
| 배당락일 | 금액 |
|---|---|
| 2026년 1월 2일 | $0.7500 |
| 2025년 1월 2일 | $0.5000 |
| 2022년 3월 8일 | $0.0600 |
| 2021년 11월 19일 | $0.0600 |
| 2021년 8월 9일 | $0.0600 |
| 2021년 5월 14일 | $0.0600 |
| 2021년 3월 1일 | $0.0600 |
| 2020년 11월 20일 | $0.0600 |
| 2020년 8월 10일 | $0.0600 |
| 2020년 5월 18일 | $0.0600 |
| 2020년 3월 3일 | $0.0600 |
| 2019년 11월 18일 | $0.0600 |
| 2019년 8월 13일 | $0.0600 |
| 2019년 5월 13일 | $0.0600 |
| 2019년 3월 5일 | $0.0600 |
| 2018년 11월 19일 | $0.0600 |
| 2018년 8월 10일 | $0.0600 |
| 2018년 5월 21일 | $0.0600 |
| 2018년 3월 6일 | $0.0600 |
| 2017년 11월 21일 | $0.0600 |
ACIC 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
매수
8 명의 애널리스트
- 적극 매수 2 25.0%
- 매수 4 50.0%
- 보유 2 25.0%
- 매도 0 0.0%
- 적극 매도 0 0.0%
12개월 목표 주가
1 명의 애널리스트 · 2026-08-18
저가
$13.00
고가
$13.00
중앙값 목표
$13.00
+36.1%
평균 목표
$13.00
+36.1%
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
평균 서프라이즈
-0.27%
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $0.33 | $0.43 | -0.10% |
| 2026년 3월 31일 | $0.39 | $0.45 | -0.06% |
| 2025년 12월 31일 | $0.52 | $0.43 | 0.09% |
| 2025년 9월 30일 | $0.61 | $0.40 | 0.21% |
| 2025년 6월 30일 | $0.54 | $2.29 | -1.8% |
| 2025년 3월 31일 | $0.42 | $0.41 | 0.01% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| ACIC | $616M | 5.9 | 13.1% | 31.9% | 35.0% | — |
| DGICA | — | — | -1.2% | 8.1% | 12.7% | — |
| TIPT | $691M | 24.0 | -67.9% | 7157.2% | 7.2% | — |
| ITIC | $471M | 13.4 | 5.6% | 12.9% | 13.2% | — |
| AMSF | $722M | 15.6 | 2.7% | 14.9% | 18.2% | — |
| AII | $408M | 3.7 | 35.3% | 36.0% | 31.2% | — |
| GBLI | — | 16.2 | 2.0% | 5.6% | 3.6% | — |
| NODK | $273M | -26.6 | -12.3% | -3.6% | -4.3% | 24.5% |
| KINS | $242M | 5.8 | 38.5% | 19.0% | 37.5% | — |
| KWY | — | — | — | — | — | — |
| MBI | — | -2.0 | 90.5% | -221.2% | 8.2% | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 14
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $335M | $297M | $264M | $222M | $229M | $847M | $825M | $724M | $654M | $487M | $358M | $280M | |
| SG&A Expense | $40M | $45M | $38M | $44M | $31M | $72M | $66M | $66M | $82M | $43M | $30M | $20M | |
| Operating Expenses | $195M | $197M | $171M | $230M | $239M | $979M | $858M | $728M | $28M | $21M | $15M | $12M | |
| Operating Income | $140M | $100M | $94M | $-9M | $-11M | $-132M | $-33M | $-4M | $757.0K | $7M | $42M | $64M | |
| Interest Expense | $11M | $12M | $11M | $9M | $9M | $10M | $10M | $10M | $3M | $723.0K | $326.0K | $410.0K | |
| Other Non-op | $2M | $2M | $2M | $10M | $129.0K | $74.0K | $119.0K | $116.0K | $153.0K | $100.0K | $294.0K | $77.0K | |
| Pretax Income | $143M | $102M | $96M | $2M | $-10M | $-132M | $-33M | $-4M | $910.0K | $7M | $42M | $64M | |
| Income Tax | $36M | $25M | $11M | $26M | $-7M | $-37M | $-3M | $-5M | $-9M | $1M | $15M | $23M | |
| Net Income | $107M | $76M | $310M | $-470M | $-58M | $-96M | $-30M | $290.0K | $10M | $6M | $27M | $41M | |
| EPS (Basic) | $2.20 | $1.59 | $7.11 | $-10.91 | $-1.35 | $-2.25 | $-0.70 | $0.01 | $0.27 | $0.27 | $1.29 | $2.06 | |
| EPS (Diluted) | $2.15 | $1.54 | $6.98 | $-10.91 | $-1.35 | $-2.25 | $-0.70 | $0.01 | $0.27 | $0.26 | $1.28 | $2.05 | |
| Shares (Basic) | 48,476,824 | 47,831,412 | 43,596,432 | 43,052,070 | 42,948,850 | 42,864,166 | 42,763,423 | 42,650,629 | 37,152,768 | 21,417,486 | 21,218,233 | 19,933,652 | |
| Shares (Diluted) | 49,782,993 | 49,362,985 | 44,388,804 | 43,052,070 | 42,948,850 | 42,864,166 | 42,763,423 | 42,838,886 | 37,375,340 | 21,614,443 | 21,452,540 | 20,045,907 | |
| EBITDA | $144M | $104M | $91M | $-449M | $-76M | $-126M | $-26M | $-133.0K | $7M | · | $43M | $65M |
대차대조표 18
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $199M | $137M | $139M | $71M | $212M | $239M | $215M | $113M | $230M | $151M | $85M | $61M | |
| PP&E (Net) | $723.0K | $6M | $4M | $5M | $32M | $34M | $33M | $17M | $17M | $18M | $17M | $8M | |
| PP&E (Gross) | $9M | $14M | $9M | $11M | $58M | $60M | $52M | $30M | $30M | $25M | $22M | $11M | |
| Accum. Depreciation | $8M | $9M | $5M | $6M | $26M | $25M | $19M | $13M | $13M | $7M | $5M | $3M | |
| Goodwill | $59M | $59M | $59M | $70M | $73M | $73M | $73M | $73M | $73M | $14M | $3M | $0 | |
| Intangibles | $3M | $6M | $9M | $13M | $18M | $22M | $26M | $31M | $45M | $12M | $5M | · | |
| Total Assets | $1.07B | $1.22B | $1.06B | $2.84B | $2.70B | $2.85B | $2.47B | $2.32B | $2.06B | $1000M | $740M | $584M | |
| Deferred Tax | · | · | · | $177.0K | · | · | · | · | · | · | · | · | |
| Total Liabilities | $755M | $980M | $894M | $3.02B | $2.37B | $2.43B | $1.94B | $1.78B | $1.52B | $758M | $501M | $380M | |
| Long-term Debt | $150M | $150M | $150M | $150M | $159M | $160M | $162M | $163M | $165M | $54M | $12M | $14M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $4.0K | $4.0K | $2.0K | $2.0K | $2.0K | |
| Paid-in Capital | $440M | $437M | $424M | $396M | $394M | $393M | $392M | $389M | $387M | $99M | $97M | $82M | |
| Retained Earnings | $-115M | $-185M | $-237M | $-546M | $-75M | $-7M | $100M | $141M | $141M | $142M | $141M | $118M | |
| Treasury Stock | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | |
| AOCI | $-7M | $-16M | $-17M | $-31M | $-7M | $10M | $11M | $-9M | $9M | $822.0K | $2M | $4M | |
| Stockholders' Equity | $318M | $236M | $169M | $-182M | $332M | $396M | $503M | $520M | $537M | $241M | $239M | $204M | |
| Liabilities + Equity | $1.07B | $1.22B | $1.06B | $2.84B | $2.70B | $2.85B | $2.47B | $2.32B | $2.06B | $1000M | $740M | $584M | |
| Shares Outstanding | 48,764,802 | 48,204,962 | 46,777,006 | 43,280,173 | 43,370,442 | 43,075,877 | 43,028,074 | 42,984,578 | 42,753,054 | 21,646,614 | 21,524,348 | 20,904,414 |
현금 흐름 16
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $5M | $1M | $5M | $6M | $6M | $6M | $4M | $6M | $2M | $2M | $731.0K | |
| Stock-based Comp | $4M | $3M | $1M | $1M | $1M | $1M | $3M | $2M | $3M | $2M | $2M | $649.0K | |
| Amort. of Intangibles | $2M | $3M | $3M | $3M | $4M | $4M | $5M | $14M | $31M | $11M | $3M | $460.0K | |
| Other Non-cash | $-44M | $160M | $-449M | $289M | $-247M | $78M | $170M | $3M | $-4M | · | $67M | $27M | |
| Operating Cash Flow | $71M | $244M | $-136M | $-173M | $-295M | $-10M | $149M | $26M | $36M | $66M | $98M | $69M | |
| CapEx | $155.0K | $22.0K | $196.0K | $3M | $5M | $11M | $22M | $4M | $5M | $3M | $11M | $6M | |
| Investing Cash Flow | $620.0K | $-179M | $-3M | $237M | $251M | $37M | $-34M | $-126M | $-7M | $-50M | $-67M | $-91M | |
| Debt Issued | · | · | · | · | · | · | $0 | $0 | $150M | $35M | $0 | $0 | |
| Net Debt Issued | · | · | · | $-4M | $-2M | $-1M | $-2M | $-2M | $110M | · | $-3M | $-1M | |
| Stock Issued | $774.0K | $12M | $27M | $0 | · | · | · | · | · | $0 | $0 | $54M | |
| Net Stock Activity | $774.0K | $12M | $27M | · | · | · | · | · | · | · | $0 | $54M | |
| Dividends Paid | $0 | $24M | $0 | $3M | $10M | $10M | $10M | $10M | $9M | $5M | $4M | $3M | |
| Financing Cash Flow | $-1M | $-14M | $27M | $-25M | $-12M | $-12M | $-12M | $8M | $97M | $50M | $-8M | $49M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $126M | $66M | $23M | $27M | |
| Free Cash Flow | $71M | $243M | $-136M | $-176M | $-301M | $-21M | $127M | $6M | $9M | · | $87M | $63M | |
| Levered FCF | $63M | $234M | $-146M | $-186M | $-307M | $-28M | $118M | $7M | $-27M | · | $87M | $62M |
수익성 7
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 41.8% | 33.6% | 31.3% | -99.9% | -13.2% | -15.6% | -4.0% | -0.60% | 0.12% | · | 11.6% | 23.0% | |
| Net Margin | 31.9% | 25.5% | 108.2% | -103.2% | -9.1% | -11.4% | -3.6% | 0.04% | 1.6% | · | 7.6% | 14.6% | |
| Pretax Margin | 42.5% | 34.3% | 32.1% | -97.6% | -13.2% | -15.6% | -4.0% | -0.59% | 0.14% | · | 11.7% | 23.0% | |
| EBITDA Margin | 43.0% | 35.2% | 31.9% | -98.5% | -12.0% | -14.8% | -3.2% | -0.02% | 1.0% | · | 12.1% | 23.2% | |
| ROA | 9.3% | 6.7% | 15.9% | -23.7% | -1.9% | -3.6% | -1.2% | 0.01% | 0.66% | · | 4.1% | 8.0% | |
| ROE | 35.0% | 30.6% | 214.2% | 924.9% | -16.4% | -21.5% | -5.8% | 0.05% | 2.6% | · | 12.3% | 26.4% | |
| ROIC | 33.1% | 31.7% | 47.5% | 264.2% | -19.2% | -24.1% | -5.9% | 0.08% | 1.6% | · | 11.4% | 20.1% |
유동성 및 지급능력 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 13.0 | 8.3 | 8.3 | -47.3 | -8.9 | -13.8 | -3.3 | -0.4 | 0.2 | · | 127.5 | 156.9 |
효율성 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.1 | 0.2 | 0.2 | 0.3 | 0.3 | 0.3 | 0.4 | · | 0.5 | 0.5 |
성장률 5
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.1% | 12.2% | 19.3% | -3.1% | -73.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.8% | 9.1% | -32.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -16.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 39.6% | -77.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 41.1% | -75.6% | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 13
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $335M | $297M | $264M | $222M | $229M | $847M | $825M | $724M | $654M | $487M | $358M | $280M | |
| Net Income TTM | $107M | $76M | $310M | $-470M | $-58M | $-96M | $-30M | $290.0K | $10M | $6M | $27M | $41M | |
| Market Cap | $616M | $649M | $443M | $46M | $188M | $246M | $543M | $714M | $737M | · | $368M | $459M | |
| P/E | 5.9 | 8.7 | 1.4 | -0.1 | -3.2 | -2.5 | -18.0 | 1662.0 | 63.9 | 58.2 | 13.4 | 10.7 | |
| P/S | 1.8 | 2.2 | 1.7 | 0.2 | 0.8 | 0.3 | 0.7 | 1.0 | 1.1 | · | 1.0 | 1.6 | |
| P/B | 1.9 | 2.8 | 2.6 | -0.3 | 0.6 | 0.6 | 1.1 | 1.4 | 1.4 | · | 1.5 | 2.3 | |
| P / Tangible Book | 2.4 | 3.8 | 4.4 | · | 0.8 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | 8.7 | 2.7 | -3.3 | -0.3 | -0.6 | -23.5 | 3.6 | 70.6 | 51.5 | · | 3.7 | 6.7 | |
| P / FCF | 8.7 | 2.7 | -3.2 | -0.3 | -0.6 | -11.6 | 4.3 | 118.1 | 81.3 | · | 4.2 | 7.3 | |
| Dividend Yield | 0.00% | 3.7% | 0.00% | 5.6% | 5.5% | 4.2% | 1.9% | 1.4% | 1.2% | · | 1.2% | 0.73% | |
| Earnings Yield | 17.0% | 11.4% | 73.8% | -1029.2% | -31.1% | -39.3% | -5.5% | 0.06% | 1.6% | 1.7% | 7.5% | 9.3% | |
| Payout Ratio | 0.00% | 31.8% | · | -0.55% | -17.9% | -10.7% | -34.4% | 3540.7% | 88.6% | · | 15.7% | 8.1% | |
| Annual Payout | $0 | $24M | $0 | $3M | $10M | $10M | $10M | $10M | $9M | $5M | $4M | $3M |
손익계산서 14
| 지표 | 추세 | 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 | $83M | $71M | $86M | $90M | $86M | $72M | $79M | $82M | $69M | $67M | $48M | $53M | $74M | $90M | $-76M | $124M | |
| SG&A Expense | $10M | $11M | $12M | $11M | $8M | $10M | $11M | $10M | $12M | $11M | $16M | $6M | $6M | $9M | $-5M | $26M | |
| Operating Expenses | $54M | $46M | $49M | $49M | $50M | $47M | $70M | $46M | $45M | $36M | $27M | $34M | $52M | $57M | $-174M | $195M | |
| Operating Income | $28M | $26M | $37M | $42M | $36M | $25M | $9M | $36M | $24M | $31M | $21M | $18M | $22M | $33M | $98M | $-71M | |
| Interest Expense | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | |
| Other Non-op | $-48.0K | $212.0K | $-657.0K | $665.0K | $1M | $1M | $-11.0K | $453.0K | $811.0K | $810.0K | $1M | $-237.0K | $806.0K | $588.0K | $9M | $-15.0K | |
| Pretax Income | $28M | $26M | $37M | $42M | $38M | $26M | $9M | $37M | $25M | $31M | $22M | $18M | $22M | $34M | $106M | $-71M | |
| Income Tax | $7M | $6M | $10M | $10M | $10M | $6M | $3M | $9M | $6M | $8M | $3M | $3M | $1M | $3M | $-9M | $87.0K | |
| Net Income | $22M | $19M | $27M | $32M | $26M | $21M | $5M | $28M | $19M | $24M | $14M | $11M | $18M | $267M | $-297M | $-71M | |
| EPS (Basic) | $0.46 | $0.40 | $0.54 | $0.67 | $0.55 | $0.44 | $0.10 | $0.59 | $0.40 | $0.50 | $0.27 | $0.24 | $0.41 | $6.19 | $-6.89 | $-1.65 | |
| EPS (Diluted) | $0.44 | $0.39 | $0.54 | $0.65 | $0.53 | $0.43 | $0.10 | $0.57 | $0.39 | $0.48 | $0.19 | $0.24 | $0.41 | $6.14 | $-6.89 | $-1.65 | |
| Shares (Basic) | 48,094,148 | 48,546,290 | -96,757,450 | 48,664,597 | 48,434,446 | 48,135,231 | -95,379,417 | 48,066,358 | 47,821,115 | 47,323,356 | -86,059,197 | 43,301,388 | 43,229,416 | 43,124,825 | -86,053,082 | 43,075,234 | |
| Shares (Diluted) | 49,303,289 | 49,808,832 | -99,335,545 | 49,917,729 | 49,636,088 | 49,564,721 | -98,526,274 | 49,521,246 | 49,398,463 | 48,969,550 | -87,133,946 | 44,142,693 | 43,805,217 | 43,574,840 | -86,053,082 | 43,075,234 | |
| EBITDA | $29M | $26M | · | $43M | $37M | $26M | · | $37M | $25M | $32M | · | $346.0K | $996.0K | $34M | · | $-69M |
대차대조표 17
| 지표 | 추세 | 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 | $219M | $117M | $199M | $268M | $315M | $167M | $137M | $183M | $229M | $285M | · | $111M | $28M | $93M | · | $181M | |
| PP&E (Net) | $869.0K | $691.0K | $723.0K | $3M | $4M | $5M | $6M | $7M | $9M | $10M | · | $4M | $4M | $5M | · | $27M | |
| PP&E (Gross) | $2M | $2M | $9M | $13M | $13M | $14M | $14M | $16M | $17M | $17M | · | $9M | $9M | $9M | · | $57M | |
| Accum. Depreciation | $1M | $1M | $8M | $10M | $9M | $10M | $9M | $9M | $7M | $6M | · | $5M | $5M | $5M | · | $30M | |
| Goodwill | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | · | $59M | |
| Intangibles | $2M | $3M | $3M | $4M | $5M | $5M | $6M | $7M | $7M | $9M | · | $10M | $11M | $12M | · | $16M | |
| Total Assets | $1.24B | $997M | $1.07B | $1.18B | $1.35B | $1.16B | $1.22B | $1.14B | $1.31B | $1.08B | · | $1.15B | $1.44B | $1.45B | · | $2.94B | |
| Total Liabilities | $903M | $665M | $755M | $852M | $1.05B | $899M | $980M | $884M | $1.09B | $873M | · | $1.03B | $1.33B | $1.36B | · | $2.86B | |
| Long-term Debt | · | · | $150M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $4.0K | $4.0K | $4.0K | · | $4.0K | |
| Paid-in Capital | $443M | $441M | $440M | $441M | $440M | $438M | $437M | $437M | $436M | $436M | · | $397M | $396M | $396M | · | $395M | |
| Retained Earnings | $-73M | $-95M | $-115M | $-104M | $-137M | $-163M | $-185M | $-166M | $-194M | $-214M | · | $-252M | $-262M | $-280M | · | $-250M | |
| Treasury Stock | $20M | $5M | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | $431.0K | · | $431.0K | $431.0K | $431.0K | · | $431.0K | |
| AOCI | $-9M | $-8M | $-7M | $-8M | $-10M | $-13M | $-16M | $-12M | $-19M | $-17M | $-17M | $-24M | $-21M | $-26M | $-31M | $-65M | |
| Stockholders' Equity | $341M | $332M | $318M | $327M | $292M | $261M | $236M | $260M | $223M | $204M | $169M | $121M | $112M | $90M | · | $80M | |
| Liabilities + Equity | $1.24B | $997M | $1.07B | $1.18B | $1.35B | $1.16B | $1.22B | $1.14B | $1.31B | $1.08B | · | $1.15B | $1.44B | $1.45B | · | $2.94B | |
| Shares Outstanding | 47,271,828 | 48,342,811 | 48,764,802 | 48,765,302 | 48,746,722 | 48,308,466 | 48,204,962 | 48,204,962 | 48,132,370 | 47,799,465 | 46,777,006 | 43,411,686 | 43,406,486 | 43,274,359 | 43,280,173 | 43,285,807 |
현금 흐름 14
| 지표 | 추세 | 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 | $57.0K | $168.0K | $834.0K | $937.0K | $998.0K | $1M | $1M | $1M | $1M | $1M | $-801.0K | $296.0K | $996.0K | $1M | $2M | $483.0K | |
| Stock-based Comp | $2M | $1M | $1M | $1M | $1M | $733.0K | $642.0K | $695.0K | $780.0K | $428.0K | $403.0K | $410.0K | $170.0K | $335.0K | $464.0K | $290.0K | |
| Amort. of Intangibles | $610.0K | $610.0K | $609.0K | $609.0K | $610.0K | $609.0K | $609.0K | $610.0K | $609.0K | $812.0K | $812.0K | $812.0K | $811.0K | $812.0K | $812.0K | $811.0K | |
| Other Non-cash | · | $-26M | · | · | · | $3M | · | · | · | $99M | · | · | · | $-373M | · | · | |
| Operating Cash Flow | $58M | $-6M | $-48M | $-36M | $128M | $26M | $2M | $-9M | $126M | $124M | $49M | $48M | $-129M | $-104M | $-75M | $-106M | |
| CapEx | $235.0K | $136.0K | $59.0K | $0 | $0 | $96.0K | $11.0K | $11.0K | $0 | $0 | $0 | $-77.0K | $119.0K | $154.0K | $121.0K | $566.0K | |
| Investing Cash Flow | $34M | $-7M | $-17M | $-12M | $25M | $5M | $-16M | $-10M | $-151M | $-2M | $-34M | $5M | $64M | $-37M | $136M | $16M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Stock Issued | $0 | $0 | $0 | $0 | $465.0K | $309.0K | $-1.0K | $164.0K | $60.0K | $11M | $27M | $38.0K | $0 | $0 | · | · | |
| Net Stock Activity | · | $0 | · | · | $465.0K | $309.0K | · | $164.0K | $60.0K | $11M | · | $38.0K | · | · | · | · | |
| Dividends Paid | $0 | $37M | · | · | $0 | $0 | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | |
| Financing Cash Flow | $-14M | $-42M | $-2M | $0 | $465.0K | $309.0K | $-25M | $163.0K | $60.0K | $11M | $27M | $38.0K | $0 | $0 | $-319.0K | $-3M | |
| Free Cash Flow | · | $-6M | · | · | · | $26M | · | · | · | $124M | · | · | · | $-104M | · | · | |
| Levered FCF | · | $-8M | · | · | · | $24M | · | · | · | $122M | · | · | · | · | · | · |
수익성 7
| 지표 | 추세 | 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 Margin | 34.4% | 35.9% | · | 46.1% | 41.8% | 34.8% | · | 43.9% | 35.1% | 41.5% | · | · | · | 36.8% | · | -57.2% | |
| Net Margin | 26.5% | 27.0% | · | 35.9% | 30.6% | 29.6% | · | 34.2% | 27.8% | 32.2% | · | · | · | 295.9% | · | -57.3% | |
| Pretax Margin | 34.4% | 36.2% | · | 46.9% | 43.4% | 36.3% | · | 44.5% | 36.2% | 42.6% | · | · | · | 37.5% | · | -57.2% | |
| EBITDA Margin | 34.5% | 36.1% | · | 47.2% | 43.0% | 36.2% | · | 45.4% | 36.9% | 43.3% | · | · | · | 37.9% | · | -55.9% | |
| ROA | 1.7% | 1.8% | · | 2.8% | 2.0% | 1.9% | · | 2.5% | 1.4% | 1.9% | · | 0.52% | 0.90% | 13.8% | · | -2.3% | |
| ROE | 6.9% | 6.5% | · | 11.1% | 10.3% | 9.2% | · | 14.8% | 11.4% | 16.1% | · | 10.5% | 12.7% | 153.7% | · | -35.4% | |
| ROIC | 6.4% | 5.8% | · | 9.8% | 9.2% | 7.2% | · | 10.5% | 8.3% | 11.3% | · | · | · | 33.2% | · | -88.1% |
유동성 및 지급능력 1
| 지표 | 추세 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 12.1 | 10.9 | · | 15.3 | 13.3 | 9.2 | · | 11.8 | 7.0 | 11.2 | · | · | · | · | · | -29.6 |
효율성 1
| 지표 | 추세 | 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 | 0.0 | 0.1 | · | · | · | 0.0 | · | 0.0 |
가치 평가 (TTM) 11
| 지표 | 추세 | 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 | $331M | $320M | · | $331M | $309M | $290M | · | $270M | $261M | $283M | · | $340M | $403M | $388M | · | $461M | |
| Net Income TTM | $100M | $100M | · | $108M | $95M | $92M | · | $81M | $71M | $319M | · | $225M | $145M | $94M | · | $-187M | |
| Market Cap | $525M | $544M | · | $555M | $542M | $559M | · | $543M | $508M | $511M | · | $320M | $194M | $122M | · | $28M | |
| P/E | 5.5 | 5.6 | · | 5.2 | 5.8 | 6.2 | · | 6.7 | 6.9 | 1.5 | · | 1.4 | 1.4 | 1.3 | · | -0.1 | |
| P/S | 1.6 | 1.7 | · | 1.7 | 1.8 | 1.9 | · | 2.0 | 1.9 | 1.8 | · | 0.9 | 0.5 | 0.3 | · | 0.1 | |
| P/B | 1.5 | 1.6 | · | 1.7 | 1.9 | 2.1 | · | 2.1 | 2.3 | 2.5 | · | 2.6 | 1.7 | 1.4 | · | 0.3 | |
| P / Tangible Book | 1.9 | 2.0 | · | 2.1 | 2.4 | 2.9 | · | 2.8 | 3.2 | 3.8 | · | 6.3 | 4.6 | 6.5 | · | 5.5 | |
| P / Cash Flow | · | -94.8 | · | · | · | 21.1 | · | · | · | 4.1 | · | · | · | -1.2 | · | · | |
| P / FCF | · | -92.6 | · | · | · | 21.2 | · | · | · | 4.1 | · | · | · | -1.2 | · | · | |
| Earnings Yield | 18.1% | 17.8% | · | 19.1% | 17.3% | 16.2% | · | 14.9% | 14.4% | 68.0% | · | 69.8% | 74.0% | 75.2% | · | -679.7% | |
| Payout Ratio | · | 190.0% | · | · | · | · | · | · | · | · | · | · | · | 0.00% | · | · |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| 매출 | $335M | $297M | $264M | $222M | — |
| 영업이익률 % | 41.8% | 33.6% | 31.3% | -99.9% | — |
| 순이익 | $107M | $76M | $310M | $-470M | — |
| 희석 EPS | $2.15 | $1.54 | $6.98 | $-10.91 | — |
현금 흐름
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $71M | $243M | $-136M | $-176M | — |
나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목
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중요한 지표를 선택하세요 — 위 전체 기본 재무제표의 아무 행 옆에 있는 ➕를 클릭하세요.
선택 항목이 저장되어 모든 티커에서 유지됩니다.
기관 투자자 (13F) 148개의 제출자 · $126.0M 전체 · 기준일 2026년 6월 30일
분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.
기관 활동 — Q2 2026 대 이전 분기
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 23 (-16 이전 분기 대비) | 31 (+11 이전 분기 대비) | 42 (-6 이전 분기 대비) | 36 (-3 이전 분기 대비) | -1.2M |
Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.
| 기관 | 가치 | 주식 | % 추적된 13F 중 | 유형 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $11,051,560 | 995,636 | 8.77% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $9,416,874 | 848,367 | 7.48% | 주식 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $8,976,625 | 808,705 | 7.13% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $8,661,641 | 780,328 | 6.88% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $6,566,249 | 591,554 | 5.21% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $6,472,984 | 583,028 | 5.14% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $6,020,185 | 542,359 | 4.78% | 주식 |
| STATE STREET CORP | $5,658,414 | 509,767 | 4.49% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5,056,894 | 455,576 | 4.01% | 주식 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3,374,866 | 304,042 | 2.68% | 주식 |
| SEI INVESTMENTS CO | $3,206,912 | 288,911 | 2.55% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2,657,129 | 239,381 | 2.11% | 주식 |
| Empyrean Capital Partners, LP | $2,562,735 | 230,877 | 2.03% | 주식 |
| Militia Capital Partners, LP | $2,281,711 | 180,658 | 1.81% | 주식 |
| Crews Bank & Trust | $2,098,733 | 189,075 | 1.67% | 주식 |
| TUDOR INVESTMENT CORP ET AL | $2,069,129 | 186,408 | 1.64% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $1,807,258 | 162,816 | 1.43% | 주식 |
| WESTWOOD HOLDINGS GROUP INC | $1,650,959 | 148,735 | 1.31% | 주식 |
| Kennondale Capital Management LLC | $1,629,280 | 146,782 | 1.29% | 주식 |
| MERCER GLOBAL ADVISORS INC /ADV | $1,492,428 | 134,453 | 1.18% | 주식 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1,476,034 | 132,976 | 1.17% | 주식 |
| Brandywine Global Investment Management, LLC | $1,407,866 | 111,470 | 1.12% | 주식 |
| FRANKLIN RESOURCES INC | $1,261,737 | 113,670 | 1.00% | 주식 |
| ANTIPODES PARTNERS Ltd | $1,256,342 | 113,184 | 1.00% | 주식 |
| GOLDMAN SACHS GROUP INC | $1,185,180 | 106,773 | 0.94% | 주식 |
| Lido Advisors, LLC | $985,333 | 88,768 | 0.78% | 주식 |
| RITHOLTZ WEALTH MANAGEMENT | $956,332 | 86,156 | 0.76% | 주식 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $942,480 | 83,776 | 0.75% | 주식 |
| Connor, Clark & Lunn Investment Management Ltd. | $928,160 | 83,618 | 0.74% | 주식 |
| MACKENZIE FINANCIAL CORP | $919,513 | 82,839 | 0.73% | 주식 |
| FIRST TRUST ADVISORS LP | $899,199 | 81,009 | 0.71% | 주식 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $861,626 | 77,624 | 0.68% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $827,039 | 74,508 | 0.66% | 주식 |
| Pacific Ridge Capital Partners, LLC | $826,761 | 74,483 | 0.66% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $818,514 | 73,740 | 0.65% | 주식 |
| BANK OF AMERICA CORP /DE/ | $814,152 | 73,347 | 0.65% | 주식 |
| Cubist Systematic Strategies, LLC | $777,310 | 68,245 | 0.62% | 주식 |
| Quantinno Capital Management LP | $702,963 | 63,330 | 0.56% | 주식 |
| Beacon Pointe Advisors, LLC | $701,685 | 62,372 | 0.56% | 주식 |
| TWO SIGMA ADVISERS, LP | $678,231 | 53,700 | 0.54% | 주식 |
| JANE STREET GROUP, LLC | $672,749 | 60,608 | 0.53% | 주식 |
| Tactive Advisors, LLC | $610,667 | 55,015 | 0.48% | 주식 |
| Bank of New York Mellon Corp | $606,859 | 54,672 | 0.48% | 주식 |
| IHT Wealth Management, LLC | $602,819 | 54,308 | 0.48% | 주식 |
| Cornerstone Wealth Group, LLC | $505,596 | 2,885 | 0.40% | 주식 |
| Empowered Funds, LLC | $504,950 | 45,491 | 0.40% | 주식 |
| STATE OF WISCONSIN INVESTMENT BOARD | $488,333 | 43,994 | 0.39% | 주식 |
| MANGROVE PARTNERS IM, LLC | $478,443 | 43,103 | 0.38% | 주식 |
| STRS OHIO | $478,410 | 43,100 | 0.38% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $455,788 | 41,062 | 0.36% | 주식 |
| CANADA PENSION PLAN INVESTMENT BOARD | $405,150 | 36,500 | 0.32% | 주식 |
| Geller Advisors LLC | $403,800 | 30,000 | 0.32% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $400,950 | 35,640 | 0.32% | 주식 |
| RHUMBLINE ADVISERS | $344,282 | 31,017 | 0.27% | 주식 |
| Militia Capital Management LLC | $340,304 | 30,658 | 0.27% | 주식 |
| REGIONS FINANCIAL CORP | $326,828 | 29,444 | 0.26% | 주식 |
| FIFTH THIRD BANCORP | $321,179 | 28,935 | 0.25% | 주식 |
| EntryPoint Capital, LLC | $315,728 | 28,444 | 0.25% | 주식 |
| MARTINGALE ASSET MANAGEMENT L P | $297,836 | 26,832 | 0.24% | 주식 |
| Cox Capital Mgt LLC | $281,074 | 25,322 | 0.22% | 주식 |
| DEUTSCHE BANK AG\ | $272,938 | 24,589 | 0.22% | 주식 |
| AlphaQuest LLC | $263,500 | 20,863 | 0.21% | 주식 |
| Welch Group, LLC | $258,497 | 23,288 | 0.21% | 주식 |
| WELLS FARGO & COMPANY/MN | $234,232 | 21,102 | 0.19% | 주식 |
| Sowell Financial Services LLC | $216,017 | 19,461 | 0.17% | 주식 |
| Graham Capital Management, L.P. | $201,809 | 18,181 | 0.16% | 주식 |
| Balyasny Asset Management L.P. | $192,607 | 17,352 | 0.15% | 주식 |
| MetLife Investment Management, LLC | $185,315 | 16,695 | 0.15% | 주식 |
| Palumbo Wealth Management LLC | $184,787 | 16,647 | 0.15% | 주식 |
| Squarepoint Ops LLC | $173,005 | 15,586 | 0.14% | 주식 |
| VANGUARD GROUP INC | $159,795 | 12,652 | 0.13% | 주식 |
| OSAIC HOLDINGS, INC. | $152,402 | 13,730 | 0.12% | 주식 |
| AXA Investment Managers S.A. | $147,352 | 12,937 | 0.12% | 주식 |
| Atom Investors LP | $144,422 | 13,011 | 0.11% | 주식 |
| Metis Global Partners, LLC | $136,119 | 12,263 | 0.11% | 주식 |
| BlackRock, Inc. | $130,414 | 11,749 | 0.10% | 주식 |
| Vident Advisory, LLC | $130,358 | 11,744 | 0.10% | 주식 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $128,816 | 11,605 | 0.10% | 주식 |
| D. E. Shaw & Co., Inc. | $126,784 | 11,422 | 0.10% | 주식 |
| Marble Wealth, LLC | $123,049 | 11,085 | 0.10% | 주식 |
| Quadrature Capital Ltd | $122,944 | 11,076 | 0.10% | 주식 |
| Kingsview Wealth Management, LLC | $120,881 | 10,745 | 0.10% | 주식 |
| Daytona Street Capital LLC | $111,450 | 10,000 | 0.09% | 주식 |
| Invesco Ltd. | $111,122 | 10,011 | 0.09% | 주식 |
| Rockefeller Capital Management L.P. | $111,000 | 10,000 | 0.09% | 주식 |
| Vanguard Global Advisers, LLC | $104,951 | 9,455 | 0.08% | 주식 |
| FMR LLC | $93,895 | 8,459 | 0.07% | 주식 |
| Farther Finance Advisors, LLC | $87,721 | 7,903 | 0.07% | 주식 |
| NEW YORK STATE COMMON RETIREMENT FUND | $80,675 | 7,268 | 0.06% | 주식 |
| Police & Firemen's Retirement System of New Jersey | $72,594 | 6,540 | 0.06% | 주식 |
| Nuveen Asset Management, LLC | $50,085 | 3,721 | 0.04% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $45,832 | 4,129 | 0.04% | 주식 |
| MORGAN STANLEY | $44,400 | 4,000 | 0.04% | 주식 |
| NORTHERN TRUST CORP | $43,412 | 3,911 | 0.03% | 주식 |
| Nuveen, LLC | $41,303 | 3,721 | 0.03% | 주식 |
| Tower Research Capital LLC (TRC) | $34,177 | 3,079 | 0.03% | 주식 |
| Ameritas Investment Partners, Inc. | $28,061 | 2,528 | 0.02% | 주식 |
| Ancora Advisors LLC | $26,862 | 2,420 | 0.02% | 주식 |
| BARCLAYS PLC | $25,542 | 2,301 | 0.02% | 주식 |
| Legal & General Group Plc | $25,197 | 2,270 | 0.02% | 주식 |
회사 내부자 42 명의 내부자 · 21 임원 · 15 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Brad Martz | President & CEO | 2025년 5월 27일 M | 365,943 | 0 | 0 | $0 |
| John Forney | President & CEO | 2020년 5월 26일 A | 124,491 | 0 | 0 | $0 |
| Svetlana Castle | Chief Financial Officer | 2025년 5월 7일 A | 5,201 | 0 | 0 | $0 |
| Nicholas W Griffin | Chief Financial Officer | 2009년 3월 25일 A | 58,310 | 0 | 0 | $0 |
| Christopher Griffith | Chief Operating Officer | 2025년 6월 5일 M | 121,431 | 0 | 0 | $0 |
| Paul F Difrancesco | Chief Operating Officer | 2020년 8월 18일 A | 20,533 | 0 | 0 | $0 |
| Troy J Crawford | Chief Underwriting Officer | 2026년 7월 15일 F | 12,107 | 0 | 0 | $0 |
| Brooke Adler | General Counsel | 2025년 5월 27일 M | 103,265 | 0 | 0 | $0 |
| James Andy Gray | Chief Compliance/Risk Officer | 2025년 5월 14일 M | 195,594 | 0 | 0 | $0 |
| Brooke Shirazi | Chief Underwriting Officer | 2022년 5월 27일 A | 112,000 | 0 | 0 | $0 |
| Alycia Weigley | Chief Talent Officer | 2022년 5월 27일 A | 9,002 | 0 | 0 | $0 |
| Scott St John | Chief Claims Officer | 2022년 5월 27일 A | 25,140 | 0 | 0 | $0 |
| Christian Dittman | Chief Risk Officer | 2021년 5월 24일 A | 20,238 | 0 | 0 | $0 |
| Brad Kalter | Chief Legal Officer | 2020년 11월 30일 A | 661 | 0 | 0 | $0 |
| Deepak Menon | Chief Revenue Officer | 2020년 9월 18일 M | 102,787 | 0 | 0 | $0 |
| Kimberly Salmon | General Counsel | 2017년 9월 7일 P | 29,622 | 0 | 0 | $0 |
| Andrew Swenson | Chief Information Officer | 2017년 5월 12일 P | 31,017 | 0 | 0 | $0 |
| John Langowski | Vice President, Claims | 2016년 3월 18일 F | 14,659 | 0 | 0 | $0 |
| Judy Copechal | Chief Underwriting Officer | 2015년 5월 6일 P | 3,327 | 0 | 0 | $0 |
| Jay Williams | Vice President of Sales | 2015년 2월 24일 A | 17,615 | 0 | 0 | $0 |
| Melvin A Russell Jr | Chief Underwriting Officer | 2012년 12월 11일 P | 49,018 | 0 | 0 | $0 |
| Patrick Maroney | 이사 | 2026년 5월 26일 A | 103,500 | 0 | 0 | $0 |
| Daniel Peed | 이사 | 2026년 5월 26일 A | 1,986,936 | 0 | 0 | $0 |
| Iii William H. Hood | 이사 | 2026년 5월 26일 A | 65,429 | 0 | 0 | $0 |
| Kern Michael Davis | 이사 | 2026년 5월 26일 A | 304,564 | 0 | 0 | $0 |
| Deirdre A Brown | 이사 | 2026년 5월 26일 A | 6,500 | 0 | 0 | $0 |
| Gregory C Branch | 이사 | 2026년 5월 26일 A | 1,729,197 | 0 | 0 | $0 |
| Kent G Whittemore | 이사 | 2026년 5월 26일 A | 374,267 | 0 | 0 | $0 |
| Michael Hogan | 이사 | 2026년 5월 26일 A | 366,754 | 0 | 0 | $0 |
| Alec Poitevint II | 이사 | 2026년 5월 26일 A | 195,000 | 0 | 0 | $0 |
| Sherrill W Hudson | 이사 | 2025년 5월 19일 A | 203,403 | 0 | 0 | $0 |
| Gordon G Pratt | 이사 | 2008년 10월 6일 P | 932,231 | 0 | 0 | $0 |
| David E Sturgess | 이사 | 2008년 9월 30일 D | 17,839 | 0 | 0 | $0 |
| Thomas D Sargent | 이사 | 2008년 9월 30일 D | 17,839 | 0 | 0 | $0 |
| James Zuhlke | 이사 | 2008년 9월 30일 D | 17,839 | 0 | 0 | $0 |
| Stilwell Value LLC | 10% 소유주 | 2012년 10월 22일 S | 49,318 | 0 | 0 | $0 |
| Stilwell Joseph | 10% 소유주 | 2012년 10월 22일 S | 49,318 | 0 | 0 | $0 |
| Neil W Savage | 10% 소유주 | 2011년 9월 28일 P | 17,573 | 0 | 0 | $0 |
| SYNOVUS FINANCIAL CORP | 10% 소유주 | 2011년 9월 28일 S | 220,047 | 0 | 0 | $0 |
| FMG INVESTORS LLC | 10% 소유주 | 2008년 9월 30일 D | 932,231 | 0 | 0 | $0 |
| Donald J Cronin | — | 2009년 3월 25일 A | 91,351 | 0 | 0 | $0 |
| Larry G Swets JR | — | 2008년 10월 22일 P | 932,231 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
행동주의자 및 5% 이상 소유자 11 보유
SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.
| 제출자 | 제출됨 | 지분 | 상태 | 목적 | 제출 |
|---|---|---|---|---|---|
| Peed Daniel, Peed FLP1, Ltd, L.L.P. ×2 제출 서류 | 2025년 8월 11일 | 34.50% | 수정본 | — | SEC |
| R. Daniel Peed, Peed FLP1 Ltd, L.L.P. ×3 제출 서류 | 2019년 3월 20일 | — | 최초 제출 | — | SEC |
| Stilwell Value Partners I, L.P., Stilwell Value Partners VI, L.P., Stilwell Associates, L.P., Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P., Stilwell Value LLC, Stilwell Advisers LLC, Joseph Stilwell ×2 제출 서류 | 2012년 12월 17일 | — | 최초 제출 | — | SEC |
| 미공개 보고자, 미공개 보고자, 미공개 보고자 | 2012년 9월 20일 | — | 최초 제출 | — | SEC |
| Stilwell Value Partners VI, L.P., Stilwell Associates, L.P., Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P., Stilwell Value LLC, Stilwell Advisers LLC, Joseph Stilwell ×2 제출 서류 | 2012년 5월 29일 | — | 최초 제출 | — | SEC |
| Neil W. Savage, Kern M. Davis, William W. Hood, III ×4 제출 서류 | 2012년 3월 15일 | — | 최초 제출 | — | SEC |
| 미공개 보고자, 미공개 보고자, 미공개 보고자 | 2011년 10월 28일 | — | 최초 제출 | — | SEC |
| Synovus Financial Corp. ×5 제출 서류 | 2011년 9월 30일 | — | 최초 제출 | — | SEC |
| Homeowners Choice, Inc. ×2 제출 서류 | 2010년 12월 9일 | — | 최초 제출 | — | SEC |
| Bulldog Investors, Phillip Goldstein and Andrew Dakos ×3 제출 서류 | 2008년 11월 12일 | — | 최초 제출 | — | SEC |
| Gregory C. Branch | 2008년 10월 15일 | — | 최초 제출 | — | 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 보유 현황 33 ETF 보유
가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.
| 펀드 | 비중 | 단위 | 기준일 | 출처 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0.33% | 66,190 SH | 2026년 8월 8일 | 일간 |
| IWC · iShares Trust | 0.06% | 85,787 SH | 2026년 8월 8일 | 일간 |
| VFQY · VANGUARD WELLINGTON FUND | 0.05% | 19,491 SH | 2026년 8월 8일 | 일간 |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 33,833 NS | 2026년 5월 31일 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.03% | 681,552 NS | 2026년 5월 31일 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 5,598 SH | 2026년 8월 8일 | 일간 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 21,955 SH | 2026년 8월 8일 | 일간 |
| IWN · iShares Trust | 0.02% | 274,281 SH | 2026년 8월 8일 | 일간 |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.01% | 38,737 NS | 2026년 5월 31일 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 158,187 NS | 2026년 4월 30일 | N-PORT |
| IWM · iShares Trust | 0.01% | 826,120 SH | 2026년 8월 8일 | 일간 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 145,239 SH | 2026년 8월 8일 | 일간 |
| RSSL · Global X Funds | 0.01% | 10,604 NS | 2026년 4월 30일 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 1,151 NS | 2026년 5월 31일 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 2,949 NS | 2026년 5월 31일 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 50,529 NS | 2026년 4월 30일 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 1,293 NS | 2026년 4월 30일 | N-PORT |
| UWM · ProShares Trust | 0.00% | 900 NS | 2026년 5월 31일 | N-PORT |
| URTY · ProShares Trust | 0.00% | 906 NS | 2026년 5월 31일 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 4,450 NS | 2026년 4월 30일 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 6,441 NS | 2026년 4월 30일 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 13,739 NS | 2026년 4월 30일 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 888 NS | 2026년 5월 31일 | N-PORT |
| HDG · ProShares Trust | 0.00% | 23 NS | 2026년 5월 31일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 37,406 NS | 2026년 4월 30일 | N-PORT |
| IWV · iShares Trust | 0.00% | 12,083 SH | 2026년 8월 8일 | 일간 |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 7,639 NS | 2026년 5월 31일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 4,888 NS | 2026년 4월 30일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 284,795 SH | 2026년 8월 8일 | 일간 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 688,548 SH | 2026년 8월 8일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,292 SH | 2026년 8월 8일 | 일간 |
| DFUV · Dimensional ETF Trust | 0.00% | 44 NS | 2026년 4월 30일 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0.00% | 39,296 SH | 2026년 8월 8일 | 일간 |