EXPO Exponent, Inc. - Common Stock
Exponent, Inc. - Common Stock 정보 위키백과 회사 개요
Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.
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Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.
History
Founding and leadership
Failure Analysis Associates (FaAA) was founded in April 1967 by then Stanford University professor Alan Stephen Tetelman along with his colleagues Bernard Ross, Marsh Pound, John Shyne and Sathya V. Hanagud with $500 in capital.
At the time of FaAA's founding, Ross was also an engineering program manager at SRI International (then the Stanford Research Institute) (1965–1970). While en route to the site of a Navy jet crash investigation, Tetelman was killed on September 25, 1978, in the PSA Flight 182 air crash over San Diego between a PSA jet liner and a private Cessna airplane that claimed the lives of 144 people. He was forty-two years old.
Ross assumed the presidency of Failure Analysis Associates after the accident. Ross and the late Tetelman were featured in a documentary film about the company titled "What Went Wrong" made by the United States Information Service and distributed worldwide. Tetelman was a world-renowned expert in fracture mechanics and co-authored a textbook titled "The Principles of Engineering Materials" with Craig R. Barrett (former CEO of Intel) and Stanford professor, William D. Nix, published by Prentice-Hall in 1973.
In 1982, Roger McCarthy assumed the leadership of FaAA, becoming chief executive officer in 1982 until 1996, and chairman of the board in 1986 until 2005. McCarthy joined FaAA in 1978 and became a director and vice-president in 1980.
In 2004, McCarthy was elected to the National Academy of Engineering.
Michael R. Gaulke served as the chief executive officer of Exponent Inc. from June 1996 to May 28, 2009. He is currently chairman of the board of directors. Mr. Gaulke served as president of Exponent Inc. from March 1993 to May 22, 2007. Mr. Gaulke first joined Exponent Inc. in September 1992 and served as its executive vice president and chief financial officer.
In 2008, Oregon State University inducted Mr. Gaulke into its Engineering Hall of Fame.
Paul R. Johnston was the chief executive officer at Exponent Inc. from May 28, 2009 – May 31, 2018. Johnston was president of Exponent Inc. from May 2007 until July 2016. Johnston joined Exponent in 1981 and served as its Principal Engineer since 1987 and vice president since 1996. Johnston has co-authored a book titled "Structural Dynamics by Finite Elements" published by Prentice-Hall in 1987. On May 31, 2018, Johnston stepped down from the position of chief executive officer to be an executive chairman.
Catherine F. Corrigan was named president of Exponent, Inc. on July 29, 2016. Corrigan joined Exponent's Philadelphia office in 1996, was promoted to principal in 2002 and to corporate vice president in 2005. Corrigan was promoted to group vice president to lead the Transportation Group and joined the company's operating committee in 2012.
On May 31, 2018, Corrigan was appointed to chief executive officer.
Incorporation
Failure Analysis Associates was founded as a partnership, incorporated in 1968 in California and reincorporated in Delaware as Failure Analysis Associates, Inc. in 1988.
In 1989, McCarthy reincorporated Failure Analysis Associates, Inc. in Delaware under a holding company, The Failure Group, Inc. and took The Failure Group, Inc. public in 1990. The company changed its name to Exponent, Inc. in 1998.
Company activities
Exponent has been involved in the investigations of many well known incidents including the now debunked report aired on Dateline in 1993 about fires and explosions involving sidesaddle fuel tanks on Chevrolet C/K trucks, the disputed Consumer Reports finding on Suzuki roll-over safety, the 2009–2010 Toyota vehicle recalls, the crash of American Airlines Flight 587 among many other aviation accidents, and the Exxon Valdez oil spill. The Federal Emergency Management Agency also hired Exponent to examine the Oklahoma City bombing damage aftermath, specifically the damage to the Alfred P. Murrah Federal Building. NASA hired Exponent in 1986 to determine the causes of the Space Shuttle Challenger disaster.
In 2003, Exponent was hired by the U.S. government to investigate the Space Shuttle Columbia disaster. In 2017, Samsung hired Exponent to determine cause of thermal runaway of the Note 7 Phone batteries.
Exponent has ISO 9001 accreditation, indicating independently audited and certified quality management practices. The company also is certified for battery, energy storage and compliance testing.
Neutrality
Exponent has been criticized for the quality and neutrality of their reports pertaining to various controversial topics. Common points of critique include corporate denialism and the disproportionate production of favorable reports for industrial clients. Examples include a 2001 report suggesting that dioxins do not cause cancer.
According to the Los Angeles Times, "Exponent's research has come under fire from critics, including engineers, attorneys and academics who say the company tends to deliver to clients the reports they need to mount a public defense." Exponent's executive chairman responded that such criticism is a "cheap shot", responding "Do we tell our clients a lot of what they don't want to hear? Absolutely." In 2009, the Amazon Defense Coalition criticized an Exponent study commissioned by the energy company Chevron which suggested that exposure to oil waste increase cancer risks. Chevron's largest shareholder at the time was a director on Exponent's board. The firm was also criticized for assisting industry efforts to reduce chromium regulation.
Notable projects
Partial listing of notable projects:
Research areas
Exponent's services are concentrated on multiple practices and centers, including:
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EXPO 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
EXPO 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 6월 5일 | $0.3100 |
| 2026년 3월 6일 | $0.3100 |
| 2025년 12월 5일 | $0.3000 |
| 2025년 9월 5일 | $0.3000 |
| 2025년 6월 6일 | $0.3000 |
| 2025년 3월 7일 | $0.3000 |
| 2024년 12월 6일 | $0.2800 |
| 2024년 9월 6일 | $0.2800 |
| 2024년 6월 7일 | $0.2800 |
| 2024년 3월 7일 | $0.2800 |
| 2023년 12월 7일 | $0.2600 |
| 2023년 9월 7일 | $0.2600 |
| 2023년 6월 8일 | $0.2600 |
| 2023년 3월 9일 | $0.2600 |
| 2022년 12월 8일 | $0.2400 |
| 2022년 9월 8일 | $0.2400 |
| 2022년 6월 9일 | $0.2400 |
| 2022년 3월 10일 | $0.2400 |
| 2021년 12월 2일 | $0.2000 |
| 2021년 9월 9일 | $0.2000 |
EXPO 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
- 적극 매수 3 30.0%
- 매수 5 50.0%
- 보유 2 20.0%
- 매도 0 0.0%
- 적극 매도 0 0.0%
12개월 목표 주가
3 명의 애널리스트 · 2026-08-17실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $0.60 | $0.56 | 0.04% |
| 2026년 3월 31일 | $0.59 | $0.58 | 0.01% |
| 2025년 12월 31일 | $0.59 | $0.58 | 0.01% |
| 2025년 9월 30일 | $0.55 | $0.52 | 0.03% |
| 2025년 6월 30일 | $0.52 | $0.50 | 0.02% |
| 2025년 3월 31일 | $0.52 | $0.49 | 0.03% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| EXPO | — | 33.9 | 4.2% | 18.2% | 25.9% | — |
| PSN | $3.47B | 28.1 | -5.7% | 3.8% | 9.5% | — |
| KBR | $5.12B | 12.6 | 0.99% | 5.3% | 28.1% | 14.8% |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| FCN | $5.27B | 20.7 | 2.4% | 7.1% | 14.9% | 32.1% |
| CBZ | $2.74B | 27.6 | 52.1% | 4.2% | — | 12.9% |
| HURN | — | 29.6 | 11.7% | 6.2% | 20.9% | — |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
| TIC | — | — | — | — | — | — |
| ICFI | $1.56B | 17.2 | -7.3% | 4.9% | 9.0% | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 13
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $582M | $559M | $537M | $513M | $466M | $400M | $417M | $380M | $348M | $315M | $313M | $305M | |
| SG&A Expense | $26M | $23M | $24M | $24M | $15M | $13M | $21M | $18M | $18M | $15M | $15M | $16M | |
| Operating Expenses | $462M | $439M | $425M | $372M | $357M | $317M | $332M | $288M | $276M | $253M | $244M | $241M | |
| Operating Income | $120M | $120M | $111M | $141M | $109M | $83M | $85M | $91M | $72M | $62M | $69M | $64M | |
| Other Non-op | $18M | $18M | $17M | $-11M | $17M | $12M | $15M | $-890.0K | $9M | $8.0K | $48.0K | $4M | |
| Pretax Income | $147M | $147M | $136M | $132M | $126M | $97M | $104M | $93M | $83M | $69M | $71M | $68M | |
| Income Tax | $41M | $38M | $36M | $30M | $25M | $14M | $22M | $21M | $41M | $22M | $28M | $27M | |
| Net Income | $106M | $109M | $100M | $102M | $101M | $83M | $82M | $72M | $41M | $47M | $44M | $41M | |
| EPS (Basic) | $2.08 | $2.13 | $1.96 | $1.98 | $1.92 | $1.58 | $1.56 | $1.37 | $0.78 | $0.90 | $1.64 | $1.51 | |
| EPS (Diluted) | $2.07 | $2.11 | $1.94 | $1.96 | $1.90 | $1.55 | $1.53 | $1.33 | $0.77 | $0.87 | $1.60 | $1.47 | |
| Shares (Basic) | 50,904,000 | 51,129,000 | 51,152,000 | 51,727,000 | 52,610,000 | 52,388,000 | 52,691,000 | 52,906,000 | 52,724,000 | 52,976,000 | 26,606,000 | 26,910,000 | |
| Shares (Diluted) | 51,244,000 | 51,569,000 | 51,635,000 | 52,280,000 | 53,331,000 | 53,323,000 | 53,884,000 | 54,168,000 | 53,972,000 | 54,332,000 | 27,298,000 | 27,666,000 | |
| EBITDA | $120M | · | · | $141M | $109M | $83M | $85M | $91M | $72M | $62M | $69M | $64M |
대차대조표 23
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $222M | $259M | $187M | $161M | $298M | $198M | $176M | $127M | $125M | $115M | $126M | $129M | |
| Short-term Investments | · | · | · | · | · | $45M | $55M | $81M | $72M | $59M | $46M | $25M | |
| Receivables | $182M | $161M | $167M | $170M | $140M | $112M | $120M | $106M | $110M | $87M | $89M | $86M | |
| Prepaid Expense | $24M | $27M | $25M | $18M | $15M | $13M | $12M | $12M | $9M | $13M | $13M | $15M | |
| Current Assets | $428M | $447M | $380M | $349M | $453M | $367M | $364M | $327M | $316M | $274M | $273M | $255M | |
| PP&E (Net) | $72M | $73M | $75M | $66M | $60M | $60M | $62M | $46M | $35M | $37M | $28M | $28M | |
| PP&E (Gross) | $194M | $185M | $179M | $169M | $158M | $154M | $152M | $135M | $119M | $114M | $101M | $96M | |
| Accum. Depreciation | $122M | $112M | $104M | $103M | $98M | $94M | $90M | $89M | $84M | $78M | $72M | $68M | |
| Goodwill | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Other Non-current Assets | $5M | $6M | $4M | $2M | $2M | $1M | $949.0K | $1M | $1M | $1M | $2M | $1M | |
| Total Assets | $778M | $777M | $647M | $587M | $684M | $580M | $563M | $469M | $440M | $404M | $388M | $365M | |
| Accounts Payable | $31M | $5M | $4M | $9M | $3M | $3M | $5M | $3M | $3M | $3M | $4M | $2M | |
| Accrued Liabilities | $24M | $17M | $18M | $20M | $21M | $13M | $14M | $10M | $12M | $7M | $7M | $7M | |
| Current Liabilities | $178M | $163M | $162M | $159M | $153M | $117M | $124M | $98M | $93M | $80M | $80M | $79M | |
| Capital Leases | $76M | $76M | $22M | $13M | $10M | $14M | $18M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $5M | $4M | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | |
| Total Liabilities | $387M | $356M | $291M | $266M | $267M | $219M | $213M | $155M | $151M | $130M | $125M | $121M | |
| Common Stock | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $33.0K | $33.0K | $33.0K | |
| Retained Earnings | $668M | $624M | $574M | $529M | $478M | $422M | $385M | $342M | $304M | $291M | $269M | $247M | |
| Treasury Stock | $646M | $545M | $537M | $506M | $341M | $324M | $278M | $253M | $223M | $209M | $184M | $162M | |
| AOCI | · | · | · | · | $-2M | $-2M | $-2M | $-3M | $-2M | $-3M | $-2M | $-904.0K | |
| Stockholders' Equity | $390M | $421M | $356M | $321M | $417M | $361M | $350M | $314M | $289M | $273M | $263M | $244M | |
| Liabilities + Equity | $778M | $777M | $647M | $587M | $684M | $580M | $563M | $469M | $440M | $404M | $388M | $365M |
현금 흐름 13
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $9M | $7M | $6M | $7M | $7M | $6M | $6M | $6M | $5M | $5M | |
| Stock-based Comp | $24M | $23M | $20M | $20M | $19M | $17M | $17M | $17M | $16M | $13M | $13M | $13M | |
| Deferred Tax | $-10M | $-3M | $85.0K | $-7M | $-6M | $-4M | $-3M | $-4M | $12M | $-3M | $-4M | $-6M | |
| Operating Cash Flow | $132M | $145M | $127M | $94M | $125M | $103M | $108M | $91M | $68M | $67M | $60M | $48M | |
| CapEx | $9M | $7M | $16M | $12M | $7M | $5M | $23M | $16M | $5M | $14M | $5M | $5M | |
| Investing Cash Flow | $-9M | $-7M | $-16M | $-12M | $38M | $5M | $4M | $-26M | $-18M | $-27M | $-27M | · | |
| Stock Repurchased | $97M | $6M | $24M | $156M | $7M | $40M | $22M | $28M | $12M | $24M | $23M | $31M | |
| Net Stock Activity | $-97M | · | · | $-156M | $-7M | $-40M | $-22M | $-28M | $-12M | $-24M | $-23M | $-31M | |
| Dividends Paid | $62M | $58M | $54M | $49M | $43M | $40M | $34M | $27M | $22M | $19M | $16M | $13M | |
| Financing Cash Flow | $-160M | $-65M | $-86M | $-216M | $-63M | $-88M | $-63M | $-62M | $-41M | $-49M | $-37M | · | |
| Net Change in Cash | $-37M | $72M | $26M | $-136M | $100M | $21M | $49M | $2M | $10M | $-11M | $-4M | $7M | |
| Taxes Paid | $48M | $40M | $39M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $122M | · | · | $82M | $118M | $98M | $85M | $75M | $63M | $53M | $55M | $43M |
수익성 7
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.6% | · | · | 27.4% | 23.4% | 20.8% | 20.4% | 24.1% | 20.7% | 19.7% | 22.0% | 20.9% | |
| Net Margin | 18.2% | · | · | 19.9% | 21.7% | 20.6% | 19.8% | 19.0% | 11.9% | 15.1% | 13.9% | 13.4% | |
| Pretax Margin | 25.3% | · | · | 25.8% | 27.0% | 24.2% | 25.0% | 24.6% | 23.7% | 21.9% | 22.7% | 22.3% | |
| EBITDA Margin | 20.6% | · | · | 27.4% | 23.4% | 20.8% | 20.4% | 24.1% | 20.7% | 19.7% | 22.0% | 20.9% | |
| ROA | 13.6% | · | · | 16.1% | 16.0% | 14.4% | 16.0% | 15.9% | 9.8% | 12.0% | 11.6% | 11.5% | |
| ROE | 25.9% | · | · | 31.9% | 24.6% | 23.4% | 23.3% | 22.4% | 14.7% | 17.7% | 17.2% | 17.0% | |
| ROIC | 22.1% | · | · | 34.0% | 21.0% | 19.6% | 19.2% | 22.6% | 12.5% | 15.6% | 16.1% | 15.6% |
유동성 및 지급능력 2
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | · | · | 2.2 | 3.0 | 3.1 | 2.9 | 3.3 | 3.4 | 3.4 | 3.4 | 3.4 | |
| Quick Ratio | 2.3 | · | · | 2.1 | 2.9 | 3.0 | 2.8 | 3.2 | 3.3 | 3.3 | 3.2 | 3.0 |
효율성 2
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | · | · | 0.8 | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | 0.8 | 0.9 | |
| Receivables Turnover | 3.4 | · | · | 3.3 | 3.7 | 3.5 | 6.6 | 3.5 | 3.5 | 3.6 | 3.6 | 3.7 |
성장률 10
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.2% | 4.0% | 4.6% | 10.1% | 16.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.3% | 6.2% | 10.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.9% | 8.8% | -1.0% | 3.2% | 22.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.8% | 3.6% | 7.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.8% | 8.6% | -1.9% | 1.1% | 22.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 1.2% | 2.5% | 6.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.1% | · | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 6
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $582M | $559M | $537M | $513M | $466M | $400M | $417M | $380M | $348M | $315M | $313M | $305M | |
| Net Income TTM | $106M | $109M | $100M | $102M | $101M | $83M | $82M | $72M | $41M | $47M | $44M | $41M | |
| P/E | 33.9 | 42.1 | 45.4 | 50.6 | 61.4 | 58.1 | 46.1 | 37.5 | 46.2 | 34.7 | 15.6 | 13.8 | |
| Earnings Yield | 2.9% | 2.4% | 2.2% | 2.0% | 1.6% | 1.7% | 2.2% | 2.7% | 2.2% | 2.9% | 6.4% | 7.2% | |
| Payout Ratio | 58.1% | · | · | 48.1% | 42.7% | 48.2% | 40.6% | 37.7% | 52.9% | 39.6% | 35.9% | 32.1% | |
| Annual Payout | $62M | $58M | $54M | $49M | $43M | $40M | $34M | $27M | $22M | $19M | $16M | $13M |
손익계산서 13
| 지표 | 추세 | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $172M | $166M | $160M | $147M | $142M | $146M | $137M | $136M | $141M | $145M | $123M | $133M | $140M | $140M | $127M | $127M | |
| SG&A Expense | $7M | $6M | $9M | $8M | $6M | $5M | $6M | $5M | $6M | $6M | $6M | $6M | $7M | $6M | $7M | $7M | |
| Operating Expenses | $144M | $125M | $133M | $118M | $125M | $101M | $110M | $110M | $105M | $114M | $105M | $99M | $110M | $111M | $105M | $90M | |
| Operating Income | $28M | $41M | $27M | $29M | $17M | $44M | $27M | $26M | $36M | $31M | $18M | $34M | $30M | $29M | $22M | $37M | |
| Other Non-op | $12M | $-758.0K | $2M | $7M | $17M | $-9M | $1M | $8M | $2M | $7M | $10M | $-2M | $5M | $5M | $7M | $-4M | |
| Pretax Income | $41M | $42M | $31M | $39M | $37M | $38M | $31M | $36M | $40M | $40M | $30M | $34M | $36M | $36M | $31M | $33M | |
| Income Tax | $11M | $13M | $11M | $11M | $10M | $11M | $8M | $10M | $10M | $10M | $9M | $9M | $11M | $6M | $8M | $9M | |
| Net Income | $29M | $30M | $21M | $28M | $27M | $27M | $24M | $26M | $29M | $30M | $21M | $25M | $26M | $29M | $23M | $24M | |
| EPS (Basic) | $0.60 | $0.59 | $0.41 | $0.55 | $0.52 | $0.52 | $0.46 | $0.51 | $0.57 | $0.59 | $0.41 | $0.48 | $0.50 | $0.57 | $0.44 | $0.47 | |
| EPS (Diluted) | $0.60 | $0.59 | $0.41 | $0.55 | $0.52 | $0.52 | $0.45 | $0.50 | $0.57 | $0.59 | $0.40 | $0.48 | $0.50 | $0.56 | $0.44 | $0.47 | |
| Shares (Basic) | 48,753,000 | 49,790,000 | -102,390,000 | 50,872,000 | 51,185,000 | 51,283,000 | -102,165,000 | 51,177,000 | 51,111,000 | 51,006,000 | -102,438,000 | 51,203,000 | 51,255,000 | 51,132,000 | -207,000 | 51,492,000 | |
| Shares (Diluted) | 48,987,000 | 50,119,000 | -103,314,000 | 51,179,000 | 51,502,000 | 51,650,000 | -102,989,000 | 51,622,000 | 51,517,000 | 51,419,000 | -103,384,000 | 51,645,000 | 51,692,000 | 51,682,000 | -209,000 | 52,008,000 | |
| EBITDA | $28M | $41M | · | $29M | $17M | $44M | · | $26M | $36M | $31M | · | $34M | $30M | $29M | · | $37M |
대차대조표 21
| 지표 | 추세 | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $67M | $119M | $222M | $207M | $232M | $245M | $259M | $220M | $203M | $169M | · | $137M | $148M | $126M | · | $148M | |
| Receivables | $219M | $197M | $182M | $182M | $171M | $167M | $161M | $169M | $166M | $163M | · | $182M | $176M | $173M | · | $166M | |
| Prepaid Expense | $27M | $25M | $24M | $27M | $23M | $21M | $27M | $24M | $22M | $21M | · | $24M | $21M | $20M | · | $18M | |
| Current Assets | $312M | $341M | $428M | $417M | $426M | $433M | $447M | $413M | $391M | $352M | · | $343M | $345M | $318M | · | $333M | |
| PP&E (Net) | $71M | $72M | $72M | $72M | $72M | $72M | $73M | $73M | $73M | $75M | · | $76M | $77M | $69M | · | $64M | |
| PP&E (Gross) | · | · | $194M | · | · | · | $185M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $127M | $124M | $122M | $120M | $117M | $115M | $112M | $111M | $109M | $106M | · | $109M | · | · | · | · | |
| Goodwill | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $9M | |
| Other Non-current Assets | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $7M | $7M | $4M | · | $5M | $2M | $2M | · | $1M | |
| Total Assets | $653M | $687M | $778M | $761M | $759M | $763M | $777M | $744M | $709M | $629M | · | $602M | $604M | $566M | · | $559M | |
| Accounts Payable | $27M | $37M | $7M | $26M | $25M | $37M | $5M | $23M | $22M | $24M | · | $20M | $20M | $26M | · | $32M | |
| Accrued Liabilities | · | · | $24M | · | · | · | $17M | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $158M | $142M | $178M | $155M | $135M | $130M | $163M | $138M | $132M | $114M | · | $130M | $125M | $109M | · | $138M | |
| Capital Leases | $74M | $74M | $76M | $76M | $74M | $74M | $76M | $76M | $70M | $21M | · | $22M | $23M | $12M | · | $13M | |
| Other Non-current Liabilities | $4M | $4M | $5M | $5M | $5M | $5M | $4M | $5M | $5M | $4M | · | $4M | $3M | $3M | · | $3M | |
| Total Liabilities | $364M | $349M | $387M | $359M | $332M | $322M | $356M | $334M | $316M | $255M | · | $249M | $247M | $225M | · | $239M | |
| Common Stock | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | · | $66.0K | $66.0K | $66.0K | · | $66.0K | |
| Retained Earnings | $696M | $682M | $668M | $659M | $646M | $635M | $624M | $615M | $603M | $589M | · | $567M | $555M | $543M | · | $519M | |
| Treasury Stock | $795M | $728M | $646M | $621M | $580M | $553M | $545M | $545M | $546M | $546M | · | $529M | $512M | $513M | · | $492M | |
| Stockholders' Equity | $289M | $338M | $390M | $403M | $428M | $441M | $421M | $410M | $393M | $374M | $356M | $354M | $357M | $342M | $321M | $320M | |
| Liabilities + Equity | $653M | $687M | $778M | $761M | $759M | $763M | $777M | $744M | $709M | $629M | · | $602M | $604M | $566M | · | $559M |
현금 흐름 12
| 지표 | 추세 | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $7M | $9M | $5M | $5M | $5M | $8M | $5M | $5M | $6M | $7M | $3M | $5M | $5M | $7M | $4M | $5M | |
| Deferred Tax | $-939.0K | $3M | $-9M | $-3M | $132.0K | $-3M | $-3M | $-3M | $664.0K | $2M | $624.0K | $-2M | $-28.0K | $2M | $-3M | $-4M | |
| Operating Cash Flow | $31M | $-975.0K | $43M | $33M | $36M | $7M | $56M | $30M | $48M | $10M | $71M | $22M | $41M | $-7M | $41M | $29M | |
| CapEx | $2M | $2M | $5M | $3M | $2M | $2M | $3M | $2M | $1M | $1M | $2M | $3M | $5M | $6M | $3M | $3M | |
| Investing Cash Flow | $-2M | $-2M | $-5M | $-3M | $-2M | $-2M | $-3M | $-2M | $-1M | $-1M | $-2M | $-3M | $-5M | $-6M | $-3M | $-3M | |
| Stock Repurchased | $67M | $79M | $91M | $40M | · | · | $1.0K | $-1.0K | $244.0K | $5M | $7M | · | · | · | $14M | $30M | |
| Net Stock Activity | · | $-79M | · | · | · | · | · | · | · | $-5M | · | · | · | · | · | · | |
| Dividends Paid | $15M | $17M | $18M | $15M | $15M | $16M | $14M | $14M | $14M | $16M | $13M | $13M | $13M | $14M | $12M | $12M | |
| Financing Cash Flow | $-81M | $-100M | $-108M | $-55M | $-47M | $-20M | $-12M | $-13M | $-13M | $-27M | $-20M | $-30M | $-13M | $-24M | $-25M | $-42M | |
| Net Change in Cash | $-52M | $-103M | $-70M | $-24M | $-13M | $-14M | $39M | $16M | $35M | $-18M | $50M | $-11M | $23M | $-36M | $13M | $-17M | |
| Free Cash Flow | · | $-3M | · | · | · | $6M | · | · | · | $9M | · | · | · | $-12M | · | · |
수익성 7
| 지표 | 추세 | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.3% | 24.9% | · | 19.7% | 12.1% | 30.5% | · | 19.0% | 25.4% | 21.2% | · | 25.4% | 21.3% | 20.8% | · | 28.9% | |
| Net Margin | 17.1% | 17.8% | · | 19.1% | 18.7% | 18.3% | · | 19.1% | 20.8% | 20.8% | · | 18.4% | 18.4% | 20.8% | · | 19.2% | |
| Pretax Margin | 23.8% | 25.5% | · | 26.2% | 25.9% | 25.9% | · | 26.4% | 28.2% | 27.9% | · | 25.5% | 25.9% | 25.3% | · | 26.3% | |
| EBITDA Margin | 16.3% | 24.9% | · | 19.7% | 12.1% | 30.5% | · | 19.0% | 25.4% | 21.2% | · | 25.4% | 21.3% | 20.8% | · | 28.9% | |
| ROA | 4.2% | 4.1% | · | 3.7% | 3.6% | 3.8% | · | 3.9% | 4.5% | 5.0% | · | 4.2% | 4.4% | 4.9% | · | 4.1% | |
| ROE | 8.2% | 7.6% | · | 6.9% | 6.5% | 6.5% | · | 6.8% | 7.8% | 8.4% | · | 7.3% | 7.4% | 8.0% | · | 6.7% | |
| ROIC | 7.0% | 8.5% | · | 5.2% | 2.9% | 7.1% | · | 4.6% | 6.7% | 6.1% | · | 6.9% | 5.9% | 7.0% | · | 8.4% |
유동성 및 지급능력 2
| 지표 | 추세 | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.4 | · | 2.7 | 3.2 | 3.3 | · | 3.0 | 3.0 | 3.1 | · | 2.6 | 2.8 | 2.9 | · | 2.4 | |
| Quick Ratio | 1.8 | 2.2 | · | 2.5 | 3.0 | 3.2 | · | 2.8 | 2.8 | 2.9 | · | 2.5 | 2.6 | 2.7 | · | 2.3 |
효율성 2
| 지표 | 추세 | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 |
가치 평가 (TTM) 5
| 지표 | 추세 | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $627M | $601M | · | $571M | $564M | $567M | · | $555M | $559M | $559M | · | $541M | $538M | $526M | · | $502M | |
| Net Income TTM | $114M | $111M | · | $107M | $108M | $112M | · | $110M | $110M | $110M | · | $104M | $105M | $109M | · | $104M | |
| P/E | 27.0 | 30.5 | · | 32.1 | 36.5 | 35.3 | · | 52.9 | 44.4 | 38.8 | · | 42.6 | 46.2 | 47.9 | · | 44.3 | |
| Earnings Yield | 3.7% | 3.3% | · | 3.1% | 2.7% | 2.8% | · | 1.9% | 2.2% | 2.6% | · | 2.4% | 2.2% | 2.1% | · | 2.3% | |
| Payout Ratio | · | 56.1% | · | · | · | 61.4% | · | · | · | 51.7% | · | · | · | 49.8% | · | · |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| 매출 | $582M | $559M | $537M | $513M | $466M |
| 영업이익률 % | 20.6% | — | — | 27.4% | 23.4% |
| 순이익 | $106M | $109M | $100M | $102M | $101M |
| 희석 EPS | $2.07 | $2.11 | $1.94 | $1.96 | $1.90 |
대차대조표
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| 유동비율 | 2.4 | — | — | 2.2 | 3.0 |
| 당좌 비율 | 2.3 | — | — | 2.1 | 2.9 |
현금 흐름
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $122M | — | — | $82M | $118M |
최신 뉴스 이 회사 관련 최근 헤드라인
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) 362개의 제출자 · $2.1B 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 |
|---|---|---|---|---|
| 42 (-11 이전 분기 대비) | 52 (+11 이전 분기 대비) | 106 (-36 이전 분기 대비) | 147 (+28 이전 분기 대비) | +5.9M |
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 GROUP INC | $328,643,322 | 4,731,404 | 15.52% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $184,719,346 | 3,143,624 | 8.72% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $128,109,257 | 2,180,212 | 6.05% | 주식 |
| STATE STREET CORP | $114,208,639 | 1,943,646 | 5.39% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $88,652,928 | 1,508,520 | 4.19% | 주식 |
| ROYCE & ASSOCIATES LP | $77,745,180 | 1,323,097 | 3.67% | 주식 |
| Conestoga Capital Advisors, LLC | $74,372,741 | 1,265,704 | 3.51% | 주식 |
| AQR CAPITAL MANAGEMENT LLC | $67,076,395 | 1,141,532 | 3.17% | 주식 |
| FIRST TRUST ADVISORS LP | $63,658,823 | 1,083,370 | 3.01% | 주식 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $62,623,411 | 1,065,749 | 2.96% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $60,724,112 | 1,033,426 | 2.87% | 주식 |
| GENEVA CAPITAL MANAGEMENT LLC | $58,015,034 | 987,322 | 2.74% | 주식 |
| NORGES BANK | $51,934,615 | 883,843 | 2.45% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $50,907,417 | 866,362 | 2.40% | 주식 |
| Resona Asset Management Co.,Ltd. | $44,525,119 | 754,256 | 2.10% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30,967,695 | 527,020 | 1.46% | 주식 |
| TWO SIGMA ADVISERS, LP | $26,221,150 | 377,500 | 1.24% | 주식 |
| Point72 Asset Management, L.P. | $23,180,938 | 394,502 | 1.09% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $22,977,922 | 391,047 | 1.08% | 주식 |
| BAMCO INC /NY/ | $21,406,092 | 364,297 | 1.01% | 주식 |
| GOLDMAN SACHS GROUP INC | $20,546,868 | 349,674 | 0.97% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $20,435,788 | 347,784 | 0.96% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $18,715,639 | 318,510 | 0.88% | 주식 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | $16,468,515 | 280,267 | 0.78% | 주식 |
| ENVESTNET ASSET MANAGEMENT INC | $15,666,283 | 266,615 | 0.74% | 주식 |
| Fenimore Asset Management Inc | $15,546,545 | 264,577 | 0.73% | 주식 |
| UBS Group AG | $13,974,009 | 237,815 | 0.66% | 주식 |
| Qube Research & Technologies Ltd | $13,806,661 | 234,967 | 0.65% | 주식 |
| Bank of New York Mellon Corp | $12,894,529 | 219,444 | 0.61% | 주식 |
| Trexquant Investment LP | $12,467,638 | 212,179 | 0.59% | 주식 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $12,426,741 | 211,483 | 0.59% | 주식 |
| Balyasny Asset Management L.P. | $12,113,609 | 206,154 | 0.57% | 주식 |
| FIFTH THIRD BANCORP | $11,604,994 | 197,498 | 0.55% | 주식 |
| MACKENZIE FINANCIAL CORP | $11,233,443 | 191,175 | 0.53% | 주식 |
| Montanaro Asset Management Ltd | $10,523,270 | 179,089 | 0.50% | 주식 |
| PRINCIPAL FINANCIAL GROUP INC | $10,510,165 | 178,866 | 0.50% | 주식 |
| CAPITAL FUND MANAGEMENT S.A. | $10,331,653 | 175,828 | 0.49% | 주식 |
| BLI - Banque de Luxembourg Investments | $9,716,719 | 162,300 | 0.46% | 주식 |
| RHUMBLINE ADVISERS | $9,638,201 | 164,027 | 0.46% | 주식 |
| D. E. Shaw & Co., Inc. | $9,630,294 | 163,892 | 0.45% | 주식 |
| BANK OF AMERICA CORP /DE/ | $7,600,724 | 129,352 | 0.36% | 주식 |
| ProShare Advisors LLC | $7,409,929 | 126,105 | 0.35% | 주식 |
| PEAK6 LLC | $7,051,200 | 120,000 | 0.33% | 풋 옵션 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6,526,297 | 111,067 | 0.31% | 주식 |
| ALPS ADVISORS INC | $6,519,892 | 110,958 | 0.31% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $6,367,469 | 108,364 | 0.30% | 주식 |
| AMERIPRISE FINANCIAL INC | $6,213,987 | 105,752 | 0.29% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $6,137,937 | 94,068 | 0.29% | 주식 |
| CANADA PENSION PLAN INVESTMENT BOARD | $5,987,644 | 101,900 | 0.28% | 주식 |
| Swiss National Bank | $5,793,736 | 98,600 | 0.27% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $5,484,130 | 93,331 | 0.26% | 주식 |
| NICHOLAS COMPANY, INC. | $5,336,583 | 90,820 | 0.25% | 주식 |
| California Public Employees Retirement System | $5,104,540 | 86,871 | 0.24% | 주식 |
| STIFEL FINANCIAL CORP | $4,977,338 | 84,705 | 0.23% | 주식 |
| Granite Investment Partners, LLC | $4,970,626 | 84,592 | 0.23% | 주식 |
| Vest Financial, LLC | $4,742,520 | 80,710 | 0.22% | 주식 |
| Retirement Systems of Alabama | $4,687,579 | 79,775 | 0.22% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4,447,779 | 75,694 | 0.21% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3,943,188 | 60,432 | 0.19% | 주식 |
| Jefferies Financial Group Inc. | $3,927,636 | 66,842 | 0.19% | 주식 |
| Holocene Advisors, LP | $3,811,232 | 64,861 | 0.18% | 주식 |
| BARCLAYS PLC | $3,740,662 | 63,660 | 0.18% | 주식 |
| Cubist Systematic Strategies, LLC | $3,539,944 | 50,949 | 0.17% | 주식 |
| LPL Financial LLC | $3,244,773 | 55,221 | 0.15% | 주식 |
| Longaeva Partners L.P. | $3,187,965 | 54,254 | 0.15% | 주식 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3,124,505 | 53,174 | 0.15% | 주식 |
| CAPSTONE INVESTMENT ADVISORS, LLC | $3,064,863 | 52,159 | 0.14% | 주식 |
| MetLife Investment Management, LLC | $3,014,447 | 51,301 | 0.14% | 주식 |
| BlackRock, Inc. | $2,874,480 | 48,919 | 0.14% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $2,846,158 | 48,437 | 0.13% | 주식 |
| EFG Asset Management (Americas) Corp. | $2,828,739 | 40,713 | 0.13% | 주식 |
| Numerai GP LLC | $2,697,672 | 45,910 | 0.13% | 주식 |
| Y-Intercept (Hong Kong) Ltd | $2,681,748 | 45,639 | 0.13% | 주식 |
| ALGERT GLOBAL LLC | $2,651,251 | 45,120 | 0.13% | 주식 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2,571,573 | 43,764 | 0.12% | 주식 |
| Bridge City Capital, LLC | $2,379,898 | 40,502 | 0.11% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $2,333,301 | 39,709 | 0.11% | 주식 |
| Assenagon Asset Management S.A. | $2,311,736 | 39,342 | 0.11% | 주식 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $2,229,942 | 37,950 | 0.11% | 주식 |
| Freestone Grove Partners LP | $2,076,931 | 35,346 | 0.10% | 주식 |
| LMR Partners LLP | $2,061,360 | 35,081 | 0.10% | 주식 |
| ALLSTATE CORP | $1,857,580 | 31,613 | 0.09% | 주식 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1,845,566 | 30,914 | 0.09% | 주식 |
| NEW YORK STATE COMMON RETIREMENT FUND | $1,763,740 | 30,016 | 0.08% | 주식 |
| CAPTRUST FINANCIAL ADVISORS | $1,735,128 | 29,529 | 0.08% | 주식 |
| Cetera Investment Advisers | $1,697,865 | 28,895 | 0.08% | 주식 |
| Legal & General Group Plc | $1,663,319 | 28,307 | 0.08% | 주식 |
| MIROVA | $1,649,041 | 28,064 | 0.08% | 주식 |
| SEI INVESTMENTS CO | $1,626,150 | 27,657 | 0.08% | 주식 |
| CITADEL ADVISORS LLC | $1,575,179 | 26,807 | 0.07% | 주식 |
| AlphaQuest LLC | $1,536,247 | 22,117 | 0.07% | 주식 |
| PEAK6 LLC | $1,529,111 | 26,023 | 0.07% | 주식 |
| H D Vest Advisory Services | $1,508,676 | 20,194 | 0.07% | 주식 |
| State of New Jersey Common Pension Fund D | $1,454,192 | 24,748 | 0.07% | 주식 |
| JANUS HENDERSON GROUP PLC | $1,447,949 | 22,201 | 0.07% | 주식 |
| Campbell & CO Investment Adviser LLC | $1,419,583 | 24,159 | 0.07% | 주식 |
| State of Tennessee, Department of Treasury | $1,406,950 | 23,944 | 0.07% | 주식 |
| KLP KAPITALFORVALTNING AS | $1,392,612 | 23,700 | 0.07% | 주식 |
| MORGAN STANLEY | $1,368,198 | 23,284 | 0.06% | 주식 |
| WINTON GROUP Ltd | $1,357,650 | 23,105 | 0.06% | 주식 |
회사 내부자 41 명의 내부자 · 27 임원 · 15 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Catherine Corrigan | Chief Executive Officer | 2026년 8월 17일 M | 129,108 | 0 | 20 | $-2,842,096 |
| Richard L Schlenker JR | EVP & Chief Financial Officer | 2026년 3월 13일 A | 230,351 | 0 | 0 | $0 |
| Bradley A James | Group Vice President | 2026년 5월 26일 S | 1,105 | 0 | 1 | $-114,920 |
| Richard Reiss | Group Vice President | 2026년 5월 19일 S | 2,288 | 0 | 1 | $-98,063 |
| Joseph Sala | Group Vice President | 2026년 5월 13일 S | 0 | 0 | 1 | $-117,060 |
| Joseph Rakow | Group Vice President | 2026년 5월 13일 S | 0 | 0 | 1 | $-160,974 |
| John Pye | VP Global Offices & Innovation | 2026년 4월 6일 A | 29,131 | 0 | 2 | $-303,907 |
| Brian Kundert | Chief Human Resources Officer | 2026년 3월 13일 A | — | 0 | 0 | $0 |
| Maureen T. F. Reitman | Group Vice President | 2026년 3월 13일 A | 39,226 | 0 | 0 | $0 |
| Eric Guyer | Group Vice Presient | 2024년 5월 20일 S | 0 | 0 | 0 | $0 |
| Sally Shepard | Chief Human Resources Officer | 2024년 3월 15일 A | 23,745 | 0 | 0 | $0 |
| Steven J Murray | Group Vice President | 2023년 8월 21일 S | 27,412 | 0 | 0 | $0 |
| Harri Kytomaa | Group Vice President | 2023년 3월 15일 M | 14,656 | 0 | 0 | $0 |
| John Joseph Doyle | Group Vice President | 2023년 3월 10일 A | — | 0 | 0 | $0 |
| Robert Haddad | Group Vice President | 2021년 3월 12일 A | 5,227 | 0 | 0 | $0 |
| John Osteraas | Group Vice President | 2019년 3월 15일 A | 24,577 | 0 | 0 | $0 |
| Paul Boehm | Group Vice President | 2016년 8월 16일 S | 24,045 | 0 | 0 | $0 |
| Robert D Caligiuri | Group Vice President | 2016년 8월 12일 S | 129,512 | 0 | 0 | $0 |
| Elizabeth L Anderson | Chief Science Officer | 2016년 3월 9일 M | 12,701 | 0 | 0 | $0 |
| Subbaiah V Malladi | Chief Technical Officer | 2016년 3월 9일 M | 45,711 | 0 | 0 | $0 |
| John E Moalli | Group Vice President | 2013년 4월 22일 S | 945 | 0 | 0 | $0 |
| Robert C Lange | Group Vice President | 2012년 3월 9일 A | — | 0 | 0 | $0 |
| Roger L Mccarthy | Chairman Emeritus | 2007년 3월 9일 A | 0 | 0 | 0 | $0 |
| Larry W Anderson | Group Vice President | 2006년 3월 10일 A | 33,058 | 0 | 0 | $0 |
| Charles A Rau JR | Corporate Vice President | 2004년 2월 26일 S | 215,100 | 0 | 0 | $0 |
| Piotr D Moncarz | Corporate Vice President | 2004년 2월 12일 S | 50,843 | 0 | 0 | $0 |
| Angela A Meyer | Vice President Client Services | 2003년 8월 28일 M | 0 | 0 | 0 | $0 |
| George H. Brown | 이사 | 2026년 6월 4일 A | 10,730 | 0 | 0 | $0 |
| Carol Lindstrom | 이사 | 2026년 6월 4일 A | 9,405 | 0 | 0 | $0 |
| Debra Zumwalt | 이사 | 2026년 6월 4일 A | 31,830 | 0 | 0 | $0 |
| Karen A Richardson | 이사 | 2026년 6월 4일 A | 2,009 | 0 | 0 | $0 |
| Paul R Johnston | 이사 | 2026년 6월 3일 M | 62,940 | 0 | 0 | $0 |
| John B Shoven | 이사 | 2023년 6월 7일 M | 72,791 | 0 | 0 | $0 |
| Michael R Gaulke | 이사 | 2018년 5월 30일 M | 70,671 | 0 | 0 | $0 |
| Stephen C Riggins | 이사 | 2017년 5월 31일 M | 3,324 | 0 | 0 | $0 |
| Samuel H Armacost | 이사 | 2014년 5월 28일 M | 95,867 | 0 | 0 | $0 |
| Mary B Cranston | 이사 | 2014년 5월 28일 M | 4,156 | 0 | 0 | $0 |
| DENEND LESLIE G | 이사 | 2013년 7월 26일 S | 0 | 0 | 0 | $0 |
| Jon R Katzenbach | 이사 | 2010년 6월 3일 M | 13,419 | 0 | 0 | $0 |
| Edward J Keith | 이사 | 2004년 6월 2일 A | — | 0 | 0 | $0 |
| Barbara M Barrett | — | 2008년 5월 1일 M | 45,628 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 79 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 |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 1.85% | 339 NS | 2026년 4월 30일 | N-PORT |
| SMDV · ProShares Trust | 0.77% | 86,865 NS | 2026년 5월 31일 | N-PORT |
| MCOW · Pacer Funds Trust | 0.76% | 112 NS | 2026년 4월 30일 | N-PORT |
| OUSM · ALPS ETF Trust | 0.70% | 104,492 NS | 2026년 5월 31일 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.53% | 66,040 NS | 2026년 4월 30일 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0.49% | 410,720 SH | 2026년 8월 8일 | 일간 |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.28% | 11,994 SH | 2026년 8월 8일 | 일간 |
| SMMV · iShares Trust | 0.24% | 10,527 SH | 2026년 8월 8일 | 일간 |
| PAVE · Global X Funds | 0.21% | 493,837 NS | 2026년 5월 31일 | N-PORT |
| IWO · iShares Trust | 0.20% | 450,393 SH | 2026년 8월 8일 | 일간 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.17% | 52,642 SH | 2026년 8월 8일 | 일간 |
| BKSE · BNY Mellon ETF Trust | 0.15% | 1,773 NS | 2026년 4월 30일 | N-PORT |
| EBIT · Harbor ETF Trust | 0.12% | 210 NS | 2026년 4월 30일 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.12% | 57,637 NS | 2026년 5월 31일 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.11% | 17,558 NS | 2026년 4월 30일 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.11% | 46,825 SH | 2026년 8월 8일 | 일간 |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.11% | 6,976 SH | 2026년 8월 8일 | 일간 |
| IWM · iShares Trust | 0.10% | 1,247,524 SH | 2026년 8월 8일 | 일간 |
| XJH · iShares Trust | 0.10% | 6,600 SH | 2026년 8월 8일 | 일간 |
| RSSL · Global X Funds | 0.10% | 21,625 NS | 2026년 4월 30일 | N-PORT |
| ISCG · iShares Trust | 0.10% | 15,051 SH | 2026년 8월 8일 | 일간 |
| PTMC · Pacer Funds Trust | 0.09% | 5,570 NS | 2026년 4월 30일 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 283,660 SH | 2026년 8월 8일 | 일간 |
| IJK · iShares Trust | 0.09% | 146,950 SH | 2026년 8월 8일 | 일간 |
| IJH · iShares Trust | 0.09% | 1,673,531 SH | 2026년 8월 8일 | 일간 |
| IJJ · iShares Trust | 0.09% | 118,174 SH | 2026년 8월 8일 | 일간 |
| VBK · VANGUARD INDEX FUNDS | 0.08% | 638,155 SH | 2026년 8월 8일 | 일간 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.08% | 78,280 SH | 2026년 8월 8일 | 일간 |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.08% | 20,013 SH | 2026년 8월 8일 | 일간 |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.08% | 24,891 SH | 2026년 8월 8일 | 일간 |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 7,011 NS | 2026년 4월 30일 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.08% | 157,890 NS | 2026년 4월 30일 | N-PORT |
| ITWO · ProShares Trust | 0.07% | 2,352 NS | 2026년 5월 31일 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 20,493 NS | 2026년 4월 30일 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.07% | 826 NS | 2026년 4월 30일 | N-PORT |
| MVV · ProShares Trust | 0.06% | 1,723 NS | 2026년 5월 31일 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.06% | 240,677 NS | 2026년 5월 31일 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.05% | 77,661 NS | 2026년 5월 31일 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.05% | 14,888 NS | 2026년 4월 30일 | N-PORT |
| ISCB · iShares Trust | 0.05% | 2,085 SH | 2026년 8월 8일 | 일간 |
| UMDD · ProShares Trust | 0.04% | 241 NS | 2026년 5월 31일 | N-PORT |
| UWM · ProShares Trust | 0.04% | 1,840 NS | 2026년 5월 31일 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.04% | 59,844 SH | 2026년 8월 8일 | 일간 |
| URTY · ProShares Trust | 0.03% | 1,862 NS | 2026년 5월 31일 | N-PORT |
| WSML · iShares Trust | 0.03% | 3,101 SH | 2026년 8월 8일 | 일간 |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 556,365 SH | 2026년 8월 8일 | 일간 |
| VB · VANGUARD INDEX FUNDS | 0.03% | 1,107,134 SH | 2026년 8월 8일 | 일간 |
| SFGV · EA Series Trust | 0.03% | 5,056 NS | 2026년 5월 29일 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.03% | 4,979 NS | 2026년 5월 31일 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.03% | 5,688 SH | 2026년 8월 8일 | 일간 |