BOKF BOK Financial Corporation - Common Stock
BOK Financial Corporation - Common Stock 정보 위키백과 회사 개요
BOK Financial Corporation — pronounced as letters, "B-O-K" — is a financial services holding company headquartered in Tulsa, Oklahoma. Offering a full complement of retail and commercial banking products and services across the American Midwest and Southwest, the company is one of the 50 largest financial services firms in the U.S., and the largest in Oklahoma.
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BOK Financial Corporation — pronounced as letters, "B-O-K" — is a financial services holding company headquartered in Tulsa, Oklahoma. Offering a full complement of retail and commercial banking products and services across the American Midwest and Southwest, the company is one of the 50 largest financial services firms in the U.S., and the largest in Oklahoma.
The company's banking subsidiary, BOKF, NA, operates under the brands Bank of Oklahoma, Bank of Texas, and Bank of Albuquerque, and it operates as BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri. It also operates ATM and debit card processor TransFund, Cavanal Hill Investment Management, BOK Financial Securities, BOK Financial Advisors, BOK Financial Insurance, and BOK Financial Asset Management.
The company is more than 50% owned by George Kaiser, who acquired the bank in 1991 from the FDIC. Known for its energy roots, as of June 30, 2021, 14% of its loan portfolio was to borrowers in the petroleum industry.
History
BOK Financial was formed in 1910 primarily as a source of capital for the energy industry and broadened its geographic and market reach to become one of the largest and most multifaceted regional financial institutions in the country.
The company traces its roots to the Exchange National Bank of Tulsa, which was formed in 1910. In 1917, Exchange National Bank began construction of a headquarters building in Tulsa at Third Street and Boston Avenue. In 1928, the bank constructed a 28-story tower adjacent to the initial building. The combined structure, since renamed the 320 South Boston Building, remained the tallest building in Tulsa until 1967. The bank has continuously operated a branch in the building since then.
The bank was rebranded as National Bank of Tulsa in 1933 and in 1975 to Bank of Oklahoma to reflect its statewide approach. Also in 1975, the bank installed the first automated teller machine in Oklahoma. The following year, the company began moving employees into the new BOK Tower and in 1979, the bank reached $1 billion in assets.
Five years later, in 1984, the company purchased Fidelity of Oklahoma and reached $3 billion in assets. Shortly after, the Bank was in danger of failing as the Oklahoma energy market went into depression.
In 1986, the Federal Deposit Insurance Corp bailed the Bank of Oklahoma out for a total cost of $130 million in a move hailed as an innovative response. It was only the eighth time in the past 50 years that the FDIC has acted to keep a troubled bank afloat rather than allow it to fail. Bank of Oklahoma and Bank of Oklahoma, Tulsa were merged, and the FDIC received preferred shares convertible into a 99.99 percent ownership stake in the merged institution. On June 7, 1991, with the company's assets totaling just under $2 billion, it was acquired by George Kaiser, who had served on the bank's board of directors, for $60.7 million in a sale facilitated by the FDIC.
Under Kaiser's ownership, the institution became BOK Financial and developed a strategy to locate in growing markets near Oklahoma.
In 2005, the company acquired the naming rights for the BOK Center for $11 million.
On June 25, 2025 BOK Financial was named the official bank partner of Colorado Athletics.
Footprint and family of brands
Beginning in 1994, the company steadily expanded its footprint beyond Oklahoma, with moves into:
Arkansas in 1994 through the acquisition of a bank holding company with operations in northwest Arkansas.
Texas through the acquisition of two banks that were merged and renamed Bank of Texas in 1997.
New Mexico in 1998 with the acquisition of 17 branches from BankAmericaCorp that were renamed Bank of Albuquerque.
Colorado in 2003 with the formation of Colorado State Bank and the acquisition in October 2018 of Colorado-based CoBiz Financial, previously Colorado Business Bank. The Colorado and Arizona operations were rebranded as "BOK Financial" in 2018.
Arizona in 2005 with the formation of Bank of Arizona.
Missouri in 2016 through the acquisition of MBT Bancshares, the parent company of Missouri Bank and Trust of Kansas City.
In October, 2019 the company rebranded its operations in Arkansas, Kansas, and Missouri as BOK Financial.
Specialty lines of business
In addition to its legacy energy financing expertise, BOK Financial specializes in healthcare-related finance, offering financial and banking services to owners and operators of senior housing and care facilities, hospitals, and health systems, as well as to physicians and specialized practices.
BOK Financial works with tribal nations and governments to facilitate financial solutions for healthcare, education, and tribal infrastructure purposes. With more than 45 tribal relationships across the U.S., the company has helped raise more than $3 billion for tribal projects in recent years. BOK Financial currently manages more than $4 billion in assets for tribal governments and business.
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BOKF 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
BOKF 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의
10년 성과 매출, 순이익, 마진 및 EPS 추세
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR
| 배당락일 | 금액 |
|---|---|
| 2026년 5월 13일 | $0.6300 |
| 2026년 2월 19일 | $0.6300 |
| 2025년 11월 12일 | $0.6300 |
| 2025년 8월 13일 | $0.5700 |
| 2025년 5월 15일 | $0.5700 |
| 2025년 2월 12일 | $0.5700 |
| 2024년 11월 15일 | $0.5700 |
| 2024년 8월 15일 | $0.5500 |
| 2024년 5월 14일 | $0.5500 |
| 2024년 2월 13일 | $0.5500 |
| 2023년 11월 14일 | $0.5500 |
| 2023년 8월 14일 | $0.5400 |
| 2023년 5월 12일 | $0.5400 |
| 2023년 2월 13일 | $0.5400 |
| 2022년 11월 14일 | $0.5400 |
| 2022년 8월 15일 | $0.5300 |
| 2022년 5월 10일 | $0.5300 |
| 2022년 5월 9일 | $0.5300 |
| 2022년 2월 14일 | $0.5300 |
| 2021년 11월 12일 | $0.5300 |
BOKF 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
- 적극 매수 3 18.8%
- 매수 3 18.8%
- 보유 10 62.5%
- 매도 0 0.0%
- 적극 매도 0 0.0%
12개월 목표 주가
8 명의 애널리스트 · 2026-08-18실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $2.92 | $2.62 | 0.30% |
| 2026년 3월 31일 | $2.58 | $2.38 | 0.20% |
| 2025년 12월 31일 | $2.89 | $2.41 | 0.48% |
| 2025년 9월 30일 | $2.22 | $2.22 | 0.00% |
| 2025년 6월 30일 | $2.19 | $2.04 | 0.15% |
| 2025년 3월 31일 | $1.86 | $2.03 | -0.17% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| BOKF | $7.18B | 12.9 | 6.1% | 26.6% | 10.1% | — |
| ONB | $8.69B | 12.5 | — | 26.5% | 8.1% | — |
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | — |
| COLB | $8.26B | 12.2 | 18.8% | 310.7% | 8.5% | — |
| PB | $6.43B | 12.1 | 4.8% | 43.4% | 7.1% | — |
| WAL | — | 9.6 | 99.7% | 713.6% | 13.5% | — |
| CBSH | $7.20B | 13.0 | 6.5% | 32.1% | 16.0% | — |
| VLY | — | 11.6 | 9.3% | 29.5% | 7.8% | — |
| CBC | — | 13.8 | 13.8% | 38.3% | 11.3% | — |
| FNB | $3M | 11.0 | 10.6% | 32.0% | 8.5% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 10
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $1.07B | $181M | $62M | $161M | $419M | $244M | $131M | $82M | $63M | $67M | |
| Interest Income | $2.53B | $2.64B | $2.34B | $1.39B | $1.18B | $1.27B | $1.53B | $1.23B | $973M | $829M | $767M | $732M | |
| Pretax Income | $741M | $667M | $683M | $660M | $796M | $564M | $631M | $565M | $518M | $339M | $432M | $440M | |
| Income Tax | $163M | $143M | $152M | $140M | $180M | $129M | $130M | $119M | $183M | $106M | $139M | $144M | |
| Net Income | $578M | $524M | $531M | $520M | $618M | $435M | $501M | $446M | $335M | $233M | $289M | $292M | |
| EPS (Basic) | $9.17 | $8.14 | $8.02 | $7.68 | $8.95 | $6.19 | $7.03 | $6.63 | $5.11 | $3.53 | $4.22 | $4.23 | |
| EPS (Diluted) | $9.17 | $8.14 | $8.02 | $7.68 | $8.95 | $6.19 | $7.03 | $6.63 | $5.11 | $3.53 | $4.21 | $4.22 | |
| Shares (Basic) | 62,622,386 | 63,745,088 | 65,651,569 | 67,212,728 | 68,591,920 | 69,840,977 | 70,787,700 | 66,628,640 | 64,745,364 | 65,085,627 | 67,594,689 | 68,394,194 | |
| Shares (Diluted) | 62,622,386 | 63,745,088 | 65,651,569 | 67,212,735 | 68,594,322 | 69,844,172 | 70,802,612 | 66,662,273 | 64,806,284 | 65,143,898 | 67,691,658 | 68,544,770 | |
| EBITDA | $110M | $105M | $110M | $108M | $102M | $99M | $95M | $61M | $54M | $47M | $66M | $56M |
대차대조표 16
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $2.84B | $1.18B | $1.26B | $1.14B | $2.32B | $2.54B | $2.64B | $2.48B | |
| PP&E (Net) | $639M | $634M | $622M | $565M | $574M | $551M | $536M | $330M | $317M | $326M | $306M | $274M | |
| PP&E (Gross) | $1.19B | $1.17B | $1.09B | $975M | $924M | $843M | $779M | $645M | $756M | $733M | $675M | $618M | |
| Accum. Depreciation | $547M | $537M | $472M | $409M | $350M | $292M | $244M | $315M | $438M | $407M | $368M | $344M | |
| Goodwill | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.05B | $1.05B | $1.05B | $447M | $449M | $385M | $378M | |
| Intangibles | $35M | $47M | $60M | $76M | $92M | $113M | $125M | $135M | $29M | $47M | $44M | $34M | |
| Total Assets | $52.24B | $49.69B | $49.82B | $47.79B | $50.25B | $46.67B | $42.17B | $38.02B | $32.27B | $32.77B | $31.48B | $29.09B | |
| Total Liabilities | $46.32B | $44.13B | $44.68B | $43.10B | $44.88B | $41.38B | $37.31B | $33.58B | $28.75B | $29.47B | $28.21B | $25.75B | |
| Long-term Debt | $4.63B | $4.45B | $8.96B | $7.14B | $2.49B | $3.82B | $8.62B | $7.42B | $5.85B | $5.72B | $6.28B | $3.73B | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | |
| Retained Earnings | $6.02B | $5.59B | $5.21B | $4.82B | $4.45B | $3.97B | $3.73B | $3.37B | $3.05B | $2.82B | $2.70B | $2.53B | |
| Treasury Stock | $1.37B | $970M | $877M | $695M | $535M | $411M | $330M | $199M | $553M | $544M | $477M | $240M | |
| AOCI | $-166M | $-503M | $-599M | $-837M | $72M | $336M | $105M | $-73M | $-36M | $-11M | $22M | $57M | |
| Stockholders' Equity | $5.92B | $5.55B | $5.14B | $4.68B | $5.36B | $5.27B | $4.86B | $4.43B | $3.50B | $3.27B | $3.23B | $3.30B | |
| Liabilities + Equity | $52.24B | $49.69B | $49.82B | $47.79B | $50.25B | $46.67B | $42.17B | $38.02B | $32.27B | $32.77B | $31.48B | $29.09B | |
| Shares Outstanding | 60,620,507 | 64,121,299 | 76,593,292 | 76,423,345 | 76,254,029 | 75,995,205 | 75,758,597 | 75,711,492 | 75,147,686 | 74,993,407 | 74,530,364 | 74,003,754 |
현금 흐름 17
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $110M | $105M | $110M | $108M | $102M | $99M | $95M | $61M | $54M | $47M | $38M | $37M | |
| Stock-based Comp | $23M | $23M | $16M | $12M | $10M | $16M | $16M | $4M | $24M | $10M | $12M | $10M | |
| Deferred Tax | $5M | $8M | $-20M | $-5M | $38M | $-75M | $4M | $60.0K | $26M | $-12M | $9M | $39M | |
| Amort. of Intangibles | $11M | $12M | $14M | $16M | $18M | $20M | $21M | $10M | $7M | $7M | $4M | $4M | |
| Other Non-cash | $23M | $770M | $-571M | $4.49B | $-4.46B | $-892M | $-1.09B | $-1.06B | $-224M | $-372M | $-81M | $-434M | |
| Operating Cash Flow | $740M | $1.43B | $66M | $5.12B | $-3.69B | $-416M | $-474M | $-552M | $215M | $-92M | $296M | $-37M | |
| CapEx | $164M | $172M | $166M | $215M | $204M | $141M | $385M | $345M | $251M | $200M | $265M | $307M | |
| Investing Cash Flow | $-1.52B | $-477M | $-1.79B | $-4.60B | $2.60B | $-2.46B | $-2.32B | $-1.81B | $740M | $-286M | $-2.00B | $-434M | |
| Stock Issued | · | $-4M | $-5M | $-5M | $-5M | $-5M | $-7.0K | $-88.0K | $4M | $12M | $7M | $4M | |
| Stock Repurchased | $413M | $90M | $177M | $155M | $118M | $76M | $129M | $53M | $7M | $67M | $230M | $12M | |
| Net Stock Activity | $-413M | $-94M | $-182M | $-160M | $-123M | $-81M | $-129M | $-54M | $-3M | $-54M | $-223M | $-8M | |
| Dividends Paid | $148M | $143M | $143M | $144M | $144M | $144M | $143M | $127M | $116M | $113M | $115M | $111M | |
| Financing Cash Flow | $1.01B | $-867M | $1.67B | $-1.95B | $2.75B | $2.80B | $2.91B | $1.19B | $-1.17B | $272M | $1.87B | $1.86B | |
| Net Change in Cash | $223M | $86M | $-53M | $-1.44B | $1.66B | $-78M | $115M | $-1.17B | $-220M | $-106M | $168M | $1.39B | |
| Taxes Paid | · | $101M | $174M | $80M | $135M | $136M | $87M | $92M | $122M | $80M | $102M | $67M | |
| Free Cash Flow | $575M | $1.26B | $-100M | $4.91B | $-3.90B | $-557M | $-858M | $-897M | $-36M | $-293M | $30M | $-344M | |
| Levered FCF | · | · | $-932M | $4.76B | $-3.94B | $-681M | $-1.19B | $-1.09B | $-121M | $-349M | $-13M | $-390M |
수익성 5
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.6% | 25.5% | 25.7% | 28.1% | 33.0% | 22.3% | 27.7% | 27.8% | 21.8% | 16.4% | 21.1% | 22.9% | |
| Pretax Margin | 34.0% | 32.5% | 33.1% | 35.6% | 42.5% | 28.9% | 34.9% | 35.3% | 33.7% | 23.8% | 31.5% | 33.7% | |
| EBITDA Margin | 5.1% | 5.1% | 5.3% | 5.8% | 5.5% | 5.1% | 5.3% | 3.8% | 3.5% | 3.3% | 4.8% | 4.4% | |
| ROA | 1.1% | 1.1% | 1.1% | 1.1% | 1.3% | 0.98% | 1.2% | 1.3% | 1.0% | 0.71% | 0.93% | 1.0% | |
| ROE | 10.1% | 9.8% | 10.8% | 10.4% | 11.6% | 8.6% | 10.8% | 11.2% | 9.6% | 7.0% | 8.7% | 8.9% |
효율성 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
성장률 10
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.1% | -0.57% | 11.2% | -1.0% | -3.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.5% | 3.0% | 1.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 12.7% | 1.5% | 4.4% | -14.2% | 44.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 6.1% | -3.1% | 9.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 8.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 10.4% | -1.4% | 2.0% | -15.8% | 42.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.6% | -5.4% | 6.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 0.42% | · | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 13
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.18B | $2.05B | $2.06B | $1.85B | $1.87B | $1.95B | $1.81B | $1.60B | $1.54B | $1.42B | $1.36B | $1.29B | |
| Net Income TTM | $578M | $524M | $531M | $520M | $618M | $435M | $501M | $446M | $335M | $233M | $289M | $292M | |
| Market Cap | $7.18B | $8.18B | $6.56B | $7.93B | $8.04B | $5.20B | $6.62B | $5.55B | $6.94B | $6.23B | $4.46B | $4.44B | |
| P/E | 12.9 | 13.1 | 10.7 | 13.5 | 11.8 | 11.1 | 12.4 | 11.1 | 18.1 | 23.5 | 14.2 | 14.2 | |
| P/S | 3.3 | 4.0 | 3.2 | 4.3 | 4.3 | 2.7 | 3.7 | 3.5 | 4.5 | 4.4 | 3.3 | 3.5 | |
| P/B | 1.2 | 1.5 | 1.3 | 1.7 | 1.5 | 1.0 | 1.4 | 1.3 | 2.0 | 1.9 | 1.4 | 1.3 | |
| P / Tangible Book | 1.5 | 1.8 | 1.6 | 2.2 | 1.9 | 1.3 | · | · | · | · | · | · | |
| P / Cash Flow | 9.7 | 5.7 | 99.1 | 1.5 | -2.2 | -12.5 | -14.0 | -10.1 | 32.3 | -66.6 | 15.1 | -121.3 | |
| P / FCF | 12.5 | 6.5 | -65.8 | 1.6 | -2.1 | -9.3 | -7.7 | -6.2 | -193.5 | -21.2 | 150.5 | -12.9 | |
| Dividend Yield | 2.1% | 1.8% | 2.2% | 1.8% | 1.8% | 2.8% | 2.2% | 2.3% | 1.7% | 1.8% | 2.6% | 2.5% | |
| Earnings Yield | 7.7% | 7.6% | 9.4% | 7.4% | 8.5% | 9.0% | 8.0% | 9.0% | 5.5% | 4.2% | 7.0% | 7.0% | |
| Payout Ratio | 25.5% | 27.3% | 27.0% | 27.6% | 23.3% | 33.2% | 28.7% | 28.5% | 34.7% | 48.8% | 40.0% | 38.0% | |
| Annual Payout | $148M | $143M | $143M | $144M | $144M | $144M | $143M | $127M | $116M | $113M | $115M | $111M |
손익계산서 10
| 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 Expense | · | · | · | · | · | · | · | · | $376M | $352M | · | $316M | $248M | $164M | · | $47M | |
| Interest Income | $639M | $616M | $626M | $644M | $642M | $619M | $639M | $680M | $672M | $645M | $638M | $617M | $570M | $517M | $452M | $363M | |
| Pretax Income | $228M | $200M | $229M | $177M | $181M | $155M | $175M | $173M | $211M | $107M | $111M | $168M | $196M | $208M | $216M | $196M | |
| Income Tax | $51M | $44M | $51M | $36M | $41M | $35M | $39M | $33M | $47M | $23M | $29M | $33M | $44M | $46M | $48M | $40M | |
| Net Income | $177M | $156M | $177M | $141M | $140M | $120M | $136M | $140M | $164M | $84M | $83M | $134M | $151M | $162M | $168M | $157M | |
| EPS (Basic) | $2.92 | $2.58 | $2.90 | $2.22 | $2.19 | $1.86 | $2.13 | $2.18 | $2.54 | $1.29 | $1.28 | $2.04 | $2.27 | $2.43 | $2.49 | $2.32 | |
| EPS (Diluted) | $2.92 | $2.58 | $2.90 | $2.22 | $2.19 | $1.86 | $2.13 | $2.18 | $2.54 | $1.29 | $1.28 | $2.04 | $2.27 | $2.43 | $2.49 | $2.32 | |
| Shares (Basic) | 60,080,833 | 60,033,282 | -126,973,421 | 62,840,270 | 63,208,027 | 63,547,510 | -127,748,802 | 63,489,581 | 63,714,204 | 64,290,105 | -132,222,645 | 65,548,307 | 65,994,132 | 66,331,775 | -135,056,619 | 67,003,199 | |
| Shares (Diluted) | 60,080,833 | 60,033,282 | -126,973,421 | 62,840,270 | 63,208,027 | 63,547,510 | -127,748,802 | 63,489,581 | 63,714,204 | 64,290,105 | -132,222,645 | 65,548,307 | 65,994,132 | 66,331,775 | -135,060,911 | 67,004,623 | |
| EBITDA | · | $27M | · | · | · | $27M | · | · | · | $26M | · | · | · | $27M | · | · |
대차대조표 15
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $652M | $631M | $639M | $636M | $637M | $636M | $634M | $633M | $632M | $628M | · | $616M | $618M | $623M | · | $569M | |
| PP&E (Gross) | · | · | $1.19B | · | · | · | $1.17B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $547M | · | · | · | $537M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | $1.04B | |
| Intangibles | $30M | $32M | $35M | $37M | $40M | $44M | $47M | $51M | $54M | $57M | · | $66M | $69M | $73M | · | $80M | |
| Total Assets | $53.18B | $53.76B | $52.24B | $50.19B | $51.00B | $50.47B | $49.69B | $50.08B | $50.40B | $50.16B | · | $48.93B | $49.24B | $45.52B | · | $43.65B | |
| Total Liabilities | $47.09B | $47.79B | $46.32B | $44.17B | $45.10B | $44.70B | $44.13B | $44.47B | $45.17B | $45.03B | · | $44.11B | $44.37B | $40.65B | · | $39.13B | |
| Long-term Debt | · | · | $4.63B | · | · | · | $4.45B | · | · | · | $8.96B | · | · | · | $7.14B | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | $5.0K | · | $5.0K | |
| Retained Earnings | $6.28B | $6.14B | $6.02B | $5.88B | $5.78B | $5.68B | $5.59B | $5.49B | $5.39B | $5.26B | · | $5.16B | $5.07B | $4.95B | · | $4.69B | |
| Treasury Stock | $1.39B | $1.38B | $1.37B | $1.08B | $1.04B | $977M | $970M | $970M | $970M | $932M | · | $826M | $767M | $744M | · | $663M | |
| AOCI | $-250M | $-225M | $-166M | $-227M | $-289M | $-362M | $-503M | $-335M | $-606M | $-610M | · | $-929M | $-837M | $-729M | $-837M | $-905M | |
| Stockholders' Equity | $6.08B | $5.97B | $5.92B | $6.02B | $5.89B | $5.77B | $5.55B | $5.61B | $5.23B | $5.13B | · | $4.81B | $4.86B | $4.87B | · | $4.51B | |
| Liabilities + Equity | $53.18B | $53.76B | $52.24B | $50.19B | $51.00B | $50.47B | $49.69B | $50.08B | $50.40B | $50.16B | · | $48.93B | $49.24B | $45.52B | · | $43.65B | |
| Shares Outstanding | 60,766,867 | 60,759,992 | 60,620,507 | 77,038,149 | 77,035,067 | 77,014,720 | 64,121,299 | 76,814,108 | 76,822,776 | 76,793,000 | · | 76,588,230 | 76,592,098 | 76,555,507 | · | 76,404,688 |
현금 흐름 16
| 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 | $29M | $27M | $28M | $28M | $27M | $27M | $27M | $26M | $26M | $26M | $29M | $24M | $30M | $27M | $27M | $27M | |
| Stock-based Comp | $5M | $6M | $5M | $6M | $6M | $6M | $5M | $8M | $6M | $5M | $2M | $3M | $4M | $7M | $5M | $4M | |
| Amort. of Intangibles | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $3M | $3M | $3M | $4M | $4M | |
| Other Non-cash | · | $-437M | · | · | · | $-133M | · | · | · | $65M | · | · | · | $2.27B | · | · | |
| Operating Cash Flow | $1.12B | $-249M | $-238M | $868M | $89M | $20M | $541M | $247M | $464M | $179M | $-462M | $1.09B | $-3.02B | $2.46B | $-2.22B | $909M | |
| CapEx | $47M | $36M | $58M | $29M | $29M | $48M | $47M | $37M | $46M | $41M | $37M | $31M | $39M | $59M | $64M | $32M | |
| Investing Cash Flow | $-867M | $-651M | $-739M | $-531M | $-687M | $435M | $-139M | $781M | $-522M | $-597M | $-185M | $-637M | $-656M | $-313M | $-2.28B | $-951M | |
| Stock Issued | · | · | · | · | $-754.0K | $-5M | · | $-70.0K | $-438.0K | $-3M | · | $0 | $-194.0K | $-5M | $0 | $0 | |
| Stock Repurchased | $8M | $0 | $308M | $41M | $63M | $994.0K | $77.0K | $0 | $38M | $52M | $50M | $60M | $23M | $44M | $32M | $50M | |
| Net Stock Activity | · | $0 | · | · | · | $-6M | · | · | · | $-55M | · | · | · | $-49M | · | · | |
| Dividends Paid | $38M | $38M | $38M | $36M | $37M | $36M | $37M | $35M | $35M | $36M | $36M | $36M | $36M | $36M | $36M | $35M | |
| Financing Cash Flow | $-147M | $654M | $1.21B | $-270M | $540M | $-473M | $-444M | $-628M | $-21M | $225M | $620M | $-523M | $3.76B | $-2.19B | $4.29B | $-386M | |
| Net Change in Cash | $109M | $-246M | $232M | $67M | $-58M | $-18M | $-41M | $400M | $-80M | $-193M | $-27M | $-72M | $83M | $-38M | $-207M | $-428M | |
| Taxes Paid | · | · | · | $22M | $49M | $1M | · | $29M | $38M | $1M | · | $32M | $123M | $733.0K | $12M | $285.0K | |
| Free Cash Flow | · | $-284M | · | · | · | $-28M | · | · | · | $138M | · | · | · | $2.41B | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-137M | · | · | · | $2.28B | · | · |
수익성 5
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.9% | 28.1% | · | 25.7% | 26.2% | 23.8% | · | 27.1% | 29.5% | 18.4% | · | 27.0% | 28.5% | 30.6% | · | 30.9% | |
| Pretax Margin | 38.6% | 36.0% | · | 32.2% | 33.8% | 30.8% | · | 33.6% | 38.0% | 23.5% | · | 33.6% | 36.8% | 39.3% | · | 38.8% | |
| EBITDA Margin | · | 4.9% | · | · | · | 5.4% | · | · | · | 5.8% | · | · | · | 5.1% | · | · | |
| ROA | 0.34% | 0.30% | · | 0.28% | 0.28% | 0.24% | · | 0.28% | 0.33% | 0.17% | · | 0.29% | 0.32% | 0.35% | · | 0.35% | |
| ROE | 2.9% | 2.6% | · | 2.4% | 2.5% | 2.2% | · | 2.7% | 3.2% | 1.7% | · | 2.9% | 3.1% | 3.3% | · | 3.2% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 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 | $2.23B | $2.14B | · | $2.10B | $2.11B | $2.03B | · | $2.03B | $2.04B | $2.02B | · | $2.07B | $2.01B | $1.84B | · | $1.81B | |
| Net Income TTM | $613M | $556M | · | $541M | $564M | $507M | · | $522M | $533M | $532M | · | $605M | $603M | $514M | · | $540M | |
| Market Cap | $8.44B | $7.78B | · | $8.59B | $7.52B | $8.02B | · | $8.04B | $7.04B | $7.06B | · | $6.13B | $6.19B | $6.46B | · | $6.79B | |
| P/E | 14.0 | 14.5 | · | 13.2 | 11.1 | 13.2 | · | 13.0 | 11.3 | 11.5 | · | 8.8 | 9.0 | 11.1 | · | 11.2 | |
| P/S | 3.8 | 3.6 | · | 4.1 | 3.6 | 4.0 | · | 4.0 | 3.4 | 3.5 | · | 3.0 | 3.1 | 3.5 | · | 3.7 | |
| P/B | 1.4 | 1.3 | · | 1.4 | 1.3 | 1.4 | · | 1.4 | 1.3 | 1.4 | · | 1.3 | 1.3 | 1.3 | · | 1.5 | |
| P / Tangible Book | 1.7 | 1.6 | · | 1.7 | 1.6 | 1.7 | · | 1.8 | 1.7 | 1.8 | · | 1.7 | 1.6 | 1.7 | · | 2.0 | |
| P / Cash Flow | · | -31.3 | · | · | · | 395.9 | · | · | · | 39.4 | · | · | · | 2.6 | · | · | |
| P / FCF | · | -27.4 | · | · | · | -286.8 | · | · | · | 51.1 | · | · | · | 2.7 | · | · | |
| Earnings Yield | 7.1% | 6.9% | · | 7.6% | 9.0% | 7.6% | · | 7.7% | 8.9% | 8.7% | · | 11.3% | 11.1% | 9.0% | · | 8.9% | |
| Payout Ratio | · | 24.2% | · | · | · | 30.4% | · | · | · | 42.5% | · | · | · | 22.4% | · | · |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 순이익 | $578M | $524M | $531M | $520M | $618M |
| 희석 EPS | $9.17 | $8.14 | $8.02 | $7.68 | $8.95 |
현금 흐름
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $575M | $1.26B | $-100M | $4.91B | $-3.90B |
트레이딩 시그널 진입 가격 및 위험/보상 비율을 포함한 최근 매수/매도 신호
나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목
중요한 지표를 선택하세요 — 위 전체 기본 재무제표의 아무 행 옆에 있는 ➕를 클릭하세요.
선택 항목이 저장되어 모든 티커에서 유지됩니다.
기관 투자자 (13F) 325개의 제출자 · $2.5B 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.
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 60 (-10 이전 분기 대비) | 29 (+10 이전 분기 대비) | 101 (+13 이전 분기 대비) | 74 (+11 이전 분기 대비) | +1.4M |
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 |
|---|---|---|---|---|
| George Kaiser Family Foundation | $466,873,868 | 3,361,707 | 18.92% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $356,780,734 | 2,568,986 | 14.45% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $137,296,490 | 988,598 | 5.56% | 주식 |
| CIBC WORLD MARKETS CORP | $130,993,897 | 1,105,807 | 5.31% | 주식 |
| STATE STREET CORP | $130,550,255 | 940,022 | 5.29% | 주식 |
| FMR LLC | $129,155,507 | 929,979 | 5.23% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $120,055,927 | 864,458 | 4.86% | 주식 |
| ELEVATION POINT WEALTH PARTNERS, LLC | $106,941,210 | 770,026 | 4.33% | 주식 |
| Vestmark Advisory Solutions, Inc. | $106,940,516 | 770,021 | 4.33% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $77,549,759 | 558,394 | 3.14% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $57,004,068 | 410,350 | 2.31% | 주식 |
| CIBC WORLD MARKET INC. | $32,039,616 | 230,700 | 1.30% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29,438,532 | 211,971 | 1.19% | 주식 |
| GOLDMAN SACHS GROUP INC | $28,448,596 | 204,843 | 1.15% | 주식 |
| BLAIR WILLIAM & CO/IL | $27,046,428 | 194,747 | 1.10% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $23,274,621 | 167,588 | 0.94% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $22,305,517 | 160,610 | 0.90% | 주식 |
| NORGES BANK | $20,172,598 | 145,252 | 0.82% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $18,172,170 | 130,848 | 0.74% | 주식 |
| BOKF, NA | $17,964,128 | 129,350 | 0.73% | 주식 |
| TWO SIGMA ADVISERS, LP | $17,411,606 | 146,983 | 0.71% | 주식 |
| AVENIR CORP | $17,223,481 | 124,017 | 0.70% | 주식 |
| Quantinno Capital Management LP | $16,937,630 | 121,958 | 0.69% | 주식 |
| Bank of New York Mellon Corp | $16,420,616 | 118,236 | 0.67% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $14,921,545 | 107,442 | 0.60% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $13,473,721 | 97,017 | 0.55% | 주식 |
| BANK OF AMERICA CORP /DE/ | $13,134,298 | 94,573 | 0.53% | 주식 |
| FIRST TRUST ADVISORS LP | $12,493,089 | 89,956 | 0.51% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $11,121,094 | 80,077 | 0.45% | 주식 |
| Balyasny Asset Management L.P. | $11,028,322 | 79,409 | 0.45% | 주식 |
| Edgestream Partners, L.P. | $10,465,580 | 75,357 | 0.42% | 주식 |
| ARIEL INVESTMENTS, LLC | $9,146,220 | 65,857 | 0.37% | 주식 |
| Squarepoint Ops LLC | $8,729,858 | 62,859 | 0.35% | 주식 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $7,440,635 | 53,576 | 0.30% | 주식 |
| PANAGORA ASSET MANAGEMENT INC | $7,043,855 | 50,719 | 0.29% | 주식 |
| Prescott Group Capital Management, L.L.C. | $6,943,028 | 49,993 | 0.28% | 주식 |
| Arbejdsmarkedets Tillaegspension | $6,624,576 | 47,700 | 0.27% | 주식 |
| BARCLAYS PLC | $6,440,144 | 46,372 | 0.26% | 주식 |
| FIL Ltd | $6,249,600 | 45,000 | 0.25% | 주식 |
| ROYCE & ASSOCIATES LP | $6,214,186 | 44,745 | 0.25% | 주식 |
| Qube Research & Technologies Ltd | $6,085,305 | 43,817 | 0.25% | 주식 |
| CITADEL ADVISORS LLC | $5,642,417 | 40,628 | 0.23% | 주식 |
| Swiss National Bank | $5,509,925 | 39,674 | 0.22% | 주식 |
| CAMBIAR INVESTORS LLC | $5,507,286 | 39,655 | 0.22% | 주식 |
| BlackRock, Inc. | $5,416,181 | 38,999 | 0.22% | 주식 |
| Pathstone Holdings, LLC | $5,368,476 | 38,656 | 0.22% | 주식 |
| Schonfeld Strategic Advisors LLC | $5,198,555 | 37,432 | 0.21% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4,809,831 | 34,633 | 0.19% | 주식 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4,691,366 | 33,780 | 0.19% | 주식 |
| NISA INVESTMENT ADVISORS, LLC | $4,423,189 | 31,849 | 0.18% | 주식 |
| Brevan Howard Capital Management LP | $4,274,310 | 30,777 | 0.17% | 주식 |
| D. E. Shaw & Co., Inc. | $4,210,842 | 30,320 | 0.17% | 주식 |
| OCCUDO QUANTITATIVE STRATEGIES LP | $4,146,262 | 29,855 | 0.17% | 주식 |
| Point72 Asset Management, L.P. | $3,990,717 | 28,735 | 0.16% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3,962,817 | 30,945 | 0.16% | 주식 |
| DARK FOREST CAPITAL MANAGEMENT LP | $3,755,315 | 27,040 | 0.15% | 주식 |
| ISTHMUS PARTNERS, LLC | $3,677,820 | 26,482 | 0.15% | 주식 |
| REINHART PARTNERS, LLC. | $3,599,444 | 25,917 | 0.15% | 주식 |
| Rafferty Asset Management, LLC | $3,586,715 | 25,826 | 0.15% | 주식 |
| RHUMBLINE ADVISERS | $3,097,133 | 22,301 | 0.13% | 주식 |
| Campbell & CO Investment Adviser LLC | $2,943,562 | 21,195 | 0.12% | 주식 |
| Summit Trail Advisors, LLC | $2,855,095 | 20,558 | 0.12% | 주식 |
| Verition Fund Management LLC | $2,782,877 | 20,038 | 0.11% | 주식 |
| AlphaQuest LLC | $2,779,190 | 23,461 | 0.11% | 주식 |
| READYSTATE ASSET MANAGEMENT LP | $2,666,774 | 19,202 | 0.11% | 주식 |
| MARTIN & CO INC /TN/ | $2,657,712 | 19,137 | 0.11% | 주식 |
| ENVESTNET ASSET MANAGEMENT INC | $2,577,176 | 18,557 | 0.10% | 주식 |
| Fieldview Capital Management, LLC | $2,491,229 | 17,938 | 0.10% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $2,424,289 | 17,456 | 0.10% | 주식 |
| Polaris Capital Management, LLC | $2,411,512 | 17,364 | 0.10% | 주식 |
| Allianz Asset Management GmbH | $2,273,065 | 17,750 | 0.09% | 주식 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2,204,425 | 17,214 | 0.09% | 주식 |
| Mitsubishi UFJ Trust & Banking Corp | $2,200,970 | 15,848 | 0.09% | 주식 |
| TUDOR INVESTMENT CORP ET AL | $2,194,998 | 15,805 | 0.09% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $1,980,187 | 14,258 | 0.08% | 주식 |
| PALISADE CAPITAL MANAGEMENT, LP | $1,917,524 | 13,807 | 0.08% | 주식 |
| AlphaCore Capital LLC | $1,815,300 | 13,071 | 0.07% | 주식 |
| Probity Advisors, Inc. | $1,751,710 | 12,613 | 0.07% | 주식 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $1,667,949 | 12,010 | 0.07% | 주식 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1,656,422 | 11,927 | 0.07% | 주식 |
| ALLSTATE CORP | $1,638,506 | 11,798 | 0.07% | 주식 |
| CAPSTONE INVESTMENT ADVISORS, LLC | $1,524,902 | 10,980 | 0.06% | 주식 |
| Galvin, Gaustad & Stein, LLC | $1,501,987 | 10,815 | 0.06% | 주식 |
| NEW YORK STATE COMMON RETIREMENT FUND | $1,493,099 | 10,751 | 0.06% | 주식 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1,438,241 | 10,356 | 0.06% | 주식 |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1,433,936 | 10,325 | 0.06% | 주식 |
| LPL Financial LLC | $1,394,575 | 10,042 | 0.06% | 주식 |
| Man Group plc | $1,294,223 | 9,319 | 0.05% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $1,243,206 | 9,708 | 0.05% | 주식 |
| Police & Firemen's Retirement System of New Jersey | $1,236,032 | 8,900 | 0.05% | 주식 |
| NORTHERN TRUST CORP | $1,229,782 | 8,855 | 0.05% | 주식 |
| JANUS HENDERSON GROUP PLC | $1,212,063 | 9,460 | 0.05% | 주식 |
| MERCER GLOBAL ADVISORS INC /ADV | $1,188,203 | 8,556 | 0.05% | 주식 |
| VANGUARD GROUP INC | $1,132,122 | 9,557 | 0.05% | 주식 |
| Vanguard Global Advisers, LLC | $1,121,873 | 8,078 | 0.05% | 주식 |
| MARSHALL WACE, LLP | $1,104,930 | 7,956 | 0.04% | 주식 |
| Invesco Ltd. | $1,069,932 | 7,704 | 0.04% | 주식 |
| Aster Capital Management (DIFC) Ltd | $1,049,377 | 7,556 | 0.04% | 주식 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1,035,212 | 7,454 | 0.04% | 주식 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1,033,823 | 7,444 | 0.04% | 주식 |
회사 내부자 92 명의 내부자 · 2 임원 · 13 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Stacy Kymes | President & CEO | 2026년 7월 23일 G | 119,957 | 0 | 1 | $-1,256 |
| Scott Grauer | EVP, Wealth Management | 2026년 7월 29일 G | 24,554 | 0 | 0 | $0 |
| Rose M Washington | 이사 | 2026년 7월 14일 A | 1,916 | 0 | 0 | $0 |
| Waldo Robert | 이사 | 2026년 7월 14일 A | 31,929 | 0 | 0 | $0 |
| Kayse M Do Shrum | 이사 | 2026년 7월 14일 A | 650 | 0 | 0 | $0 |
| Michael C Turpen | 이사 | 2026년 7월 14일 A | 3,713 | 0 | 0 | $0 |
| Emmet C Richards | 이사 | 2026년 7월 14일 A | 6,002 | 0 | 0 | $0 |
| Claudia San Pedro | 이사 | 2026년 7월 14일 A | 3,388 | 0 | 0 | $0 |
| John W Coffey | 이사 | 2026년 7월 14일 A | 7,375 | 0 | 0 | $0 |
| Edward C Joullian IV | 이사 | 2026년 7월 14일 A | 4,539 | 0 | 0 | $0 |
| David F Griffin | 이사 | 2026년 7월 14일 A | 5,513 | 0 | 0 | $0 |
| Steven J Malcolm | 이사 | 2026년 7월 14일 A | 5,817 | 0 | 0 | $0 |
| Alan S Armstrong | 이사 | 2026년 7월 14일 A | 3,800 | 0 | 0 | $0 |
| Joseph W Craft III | 이사 | 2026년 7월 14일 A | 4,834 | 0 | 0 | $0 |
| Steven Bangert | — | 2026년 8월 11일 S | 31,710 | 0 | 8 | $-1,434,396 |
| Brad A Vincent | — | 2026년 8월 4일 S | 6,031 | 0 | 1 | $-583,861 |
| Martin E Grunst | — | 2026년 2월 18일 A | 36,078 | 0 | 0 | $0 |
| Peggy Simmons | — | 2023년 7월 13일 A | 600 | 0 | 0 | $0 |
| Kimberley D. Henry | — | 2023년 7월 13일 A | 2,700 | 0 | 0 | $0 |
| Douglas D. Hawthorne | — | 2023년 7월 13일 A | 5,832 | 0 | 0 | $0 |
| Chester Cadieux III | — | 2023년 7월 13일 A | 4,600 | 0 | 0 | $0 |
| Stanley A Lybarger | — | 2023년 7월 13일 A | 37,149 | 0 | 0 | $0 |
| Burns V Hargis | — | 2023년 7월 13일 A | 3,275 | 0 | 0 | $0 |
| Steven E Nell | — | 2023년 7월 3일 D | 44,232 | 0 | 0 | $0 |
| Fred C Ball JR | — | 2023년 4월 13일 A | 2,175 | 0 | 0 | $0 |
| Jeffrey A. Reid | — | 2023년 3월 1일 A | 4,355 | 0 | 0 | $0 |
| James A Dietz | — | 2023년 3월 1일 A | 13,218 | 0 | 0 | $0 |
| Derek Martin | — | 2023년 3월 1일 A | 13,838 | 0 | 0 | $0 |
| Kelley Weil | — | 2023년 3월 1일 A | 13,719 | 0 | 0 | $0 |
| Rebecca D Keesling | — | 2023년 3월 1일 A | 10,407 | 0 | 0 | $0 |
| Mark Wade | — | 2023년 3월 1일 A | 10,651 | 0 | 0 | $0 |
| Marc Maun | — | 2023년 3월 1일 A | 20,676 | 0 | 0 | $0 |
| Steven G Bradshaw | — | 2023년 1월 16일 A | 41,754 | 0 | 0 | $0 |
| Michael J. Rogers | — | 2023년 1월 13일 A | 1,221 | 0 | 0 | $0 |
| Norman P Bagwell | — | 2023년 1월 10일 F | 26,323 | 0 | 0 | $0 |
| John C Morrow | — | 2022년 10월 3일 D | 12,699 | 0 | 0 | $0 |
| Joseph A. Gottron II | — | 2022년 2월 23일 F | 22,369 | 0 | 0 | $0 |
| Jack E. Finley | — | 2021년 1월 12일 A | 900 | 0 | 0 | $0 |
| Peter C Boylan | — | 2021년 1월 12일 A | 5,170 | 0 | 0 | $0 |
| Gerard P Clancy | — | 2020년 4월 13일 A | 756 | 0 | 0 | $0 |
| KAISER GEORGE B | — | 2019년 2월 7일 P | 3,000 | 0 | 0 | $0 |
| Stephen D. Grossi | — | 2018년 8월 13일 S | 19,691 | 0 | 0 | $0 |
| Patrick E. Piper | — | 2018년 6월 1일 S | 25,066 | 0 | 0 | $0 |
| Robert J Lafortune | — | 2018년 1월 12일 A | 31,691 | 0 | 0 | $0 |
| John William Gibson | — | 2017년 10월 13일 A | 2,241 | 0 | 0 | $0 |
| Donald T Parker | — | 2017년 5월 15일 S | 38,298 | 0 | 0 | $0 |
| Sharon Bell | — | 2017년 1월 13일 A | 34,595 | 0 | 0 | $0 |
| John Richels | — | 2016년 4월 15일 A | 950 | 0 | 0 | $0 |
| GEORGE KAISER FAMILY FOUNDATION | — | 2015년 12월 4일 G | 6,769,536 | 0 | 0 | $0 |
| Dan H Ellinor | — | 2015년 3월 4일 M | 44,198 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 76 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 |
|---|---|---|---|---|
| DPST · Direxion Shares ETF Trust | 0.99% | 36,692 NS | 2026년 4월 30일 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.62% | 49,779 NS | 2026년 4월 30일 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.46% | 44,667 NS | 2026년 4월 30일 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.46% | 256,621 NS | 2026년 4월 30일 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.34% | 350,985 NS | 2026년 4월 30일 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.29% | 4,740 NS | 2026년 4월 30일 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.26% | 16,134 NS | 2026년 4월 30일 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.23% | 2,895 NS | 2026년 5월 31일 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.16% | 172,036 NS | 2026년 4월 30일 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.14% | 14,176 NS | 2026년 4월 30일 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.09% | 5,006 NS | 2026년 4월 30일 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.09% | 62,698 NS | 2026년 5월 31일 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.09% | 914 NS | 2026년 4월 30일 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.08% | 3,607 NS | 2026년 4월 30일 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.06% | 2,920 NS | 2026년 5월 31일 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.06% | 1,768 NS | 2026년 4월 30일 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.05% | 8,244 NS | 2026년 4월 30일 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.05% | 58,005 NS | 2026년 4월 30일 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.05% | 57,291 NS | 2026년 5월 31일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.04% | 129,151 NS | 2026년 4월 30일 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.03% | 5,615 NS | 2026년 4월 30일 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.03% | 974 NS | 2026년 5월 31일 | N-PORT |
| TILT · FlexShares Trust | 0.03% | 4,055 NS | 2026년 4월 30일 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 5,231 NS | 2026년 4월 30일 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 3,450 NS | 2026년 4월 30일 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.02% | 744 NS | 2026년 5월 31일 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.02% | 16,896 NS | 2026년 5월 31일 | N-PORT |
| DEUS · DBX ETF Trust | 0.02% | 409 NS | 2026년 5월 29일 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.02% | 942 NS | 2026년 5월 31일 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 13,563 NS | 2026년 4월 30일 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0.01% | 318 NS | 2026년 5월 31일 | N-PORT |
| SCHV · SCHWAB STRATEGIC TRUST | 0.01% | 10,580 NS | 2026년 5월 31일 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.01% | 731 NS | 2026년 5월 31일 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.01% | 672 NS | 2026년 5월 31일 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.01% | 6,610 NS | 2026년 5월 31일 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 231 NS | 2026년 5월 31일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 6,722 NS | 2026년 4월 30일 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0.00% | 765 NS | 2026년 5월 31일 | N-PORT |
| SCHX · SCHWAB STRATEGIC TRUST | 0.00% | 23,014 NS | 2026년 5월 31일 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 12,792 NS | 2026년 5월 31일 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.00% | 1,638 NS | 2026년 5월 31일 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 826 NS | 2026년 5월 31일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VB · VANGUARD INDEX FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VBR · VANGUARD INDEX FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VTI · VANGUARD INDEX FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VFQY · VANGUARD WELLINGTON FUND | — | — | 2026년 7월 30일 | 일간 |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 2026년 7월 30일 | 일간 |
| VIG · VANGUARD SPECIALIZED FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 2026년 7월 15일 | 일간 |