FIVE Five Below, Inc. - Common Stock
$237.52
가격 · 8월 18, 2026
기준 재무 정보 6월 4, 2026
52주 범위
$136–$252
88% of range
애널리스트 평점
BUY
33 analysts
목표 주가
$262
+10% upside
P/E (TTM)
36.7
ROE
17.5%
순이익률
7.5%
Five Below, Inc. - Common Stock 정보 위키백과 회사 개요
Five Below, Inc. is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.
더 보기
Five Below, Inc. (stylized as fiVe BEL°W) is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.
History
David Schlessinger, founder of Encore Books and Zany Brainy, and Tom Vellios, former CEO of Zany Brainy, founded Five Below on October 4, 2002 in Wayne, Pennsylvania.
On March 18, 2020, Five Below announced the temporary closing all of its stores due to the COVID-19 outbreak. However, by June 6, 2020, 100% of Five Below stores across the United States reopened with plans for new stores to open up. This may account for an increase in foot traffic in 2022-2023, as reported by Unacast, a company that provides location insights. According to Unacast, Five Below experienced "a remarkable 63% year-over-year increase in foot traffic" between Q2 2022 to Q2 2023.
Growth and expansion
By 2026, Five Below operated 1,970 locations in 46 states.. It began its outward expansion away from the Philadelphia Metro area by entering additional out-of-state markets: Illinois and Michigan in 2011; Georgia, Kansas, Missouri, and Western Michigan in 2012; Texas in 2013; Tennessee in 2014; Alabama, Florida, and Kentucky in 2015; Louisiana, Minnesota, Oklahoma, West Virginia, and Wisconsin in 2016; California in 2017; and Arkansas in 2018. Five Below in 2019 publicly stated that they could build as many as 2,500 U.S. stores in the future. Arizona, Iowa, and Nebraska were introduced that year. Colorado and Nevada were added in 2020; New Mexico and Utah in 2021. Both Dakotas had opened new stores in 2022. Vermont joined in the next year. Wyoming was added in 2024. 2025 saw the first stores in Oregon & Washington open. Idaho and Montana, the two remaining continental states, will open later.
In September 2014, the company announced a new lease agreement to move its New Castle, Delaware, distribution center to Oldmans Township, New Jersey. The new center would add 275 jobs to the local economy while Delaware would lose 175.
On July 19, 2012, Five Below went public on the NASDAQ at the share price of $17. In 2014, Joel Anderson was appointed CEO. 2016 sales were $1 billion, 2017 sales were $1.3 billion, and 2022 sales reached $3.08 billion.
In 2018, Five Below moved its corporate headquarters, now called WowTown, to the Lit Brothers Building in the Market East section of Philadelphia, and has rights to more than 200,000 square feet. WowTown has over 300 employees.
On July 16, 2024, Five Below announced Joel Anderson had resigned from his roles as president and CEO to pursue other interests.
Following his departure, Five Below's shares fell by 25%. On the same day Petco named him as their new CEO.
In July 2024, Chief Operating Officer, Kenneth Bull, was appointed interim president and CEO of Five Below before being replaced by former Forever 21 CEO, Winnie Park, in December 2024. Park is a Princeton University graduate with an MBA from Northwestern University. Prior to joining Five Below, she had been the CEO of Forever 21 since January 2022. She also served as the CEO of Paper Source.
Store format
The average Five Below store size is 8,000 square feet (740 m2). The store carries a wide variety of merchandise at varying low costs.
Philanthropy
In 2006, Five Below partnered with Alex's Lemonade Stand Foundation to sell lemonade bracelets, gift cards and pin-ups to raise money for childhood cancer cure research. Since the initial partnership, Five Below raised $12.8 million for the organization.
In 2008, Five Below partnered with St. Jude Children's Research Hospital in the hospital's annual Halloween Promotion. The companies have since partnered to raise more than $13.7 million for St. Jude through fundraising campaigns.
After Hurricane Sandy in October 2012, Five Below partnered with the American Red Cross and collected over $50,000 through a $1 donation at the register program. The company then doubled all donations resulting in a donation in the total of $100,000.
In 2018, Five Below became an official Toys for Tots sponsor.
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
FIVE 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
가격
$237.52
시가총액
$13.12B
P/E (TTM)
36.7
EPS (TTM)
$6.47
매출 (TTM)
$4.76B
배당 수익률
—
ROE
17.5%
부채/자본
—
52주 범위
$136 – $252
FIVE 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
$4.76B
2024-02-03
→
2026-01-31
EPS
$6.47
2024-02-03
→
2026-01-31
잉여현금흐름
$412M
2024-02-03
→
2026-01-31
마진
7.5%
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
지표
5년 추세
FIVE
동종업계 중앙값
P/E (TTM)
36.7
21.3
P/S (TTM)
2.8
0.8
P/B
6.0
6.1
Price / FCF (주가 / FCF)
31.9
—
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
지표
5년 추세
FIVE
동종업계 중앙값
Operating Margin (영업이익률)
9.6%
—
Net Profit Margin (순이익률)
7.5%
5.6%
ROA
7.7%
7.0%
ROE
17.5%
22.0%
ROIC
15.6%
—
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
지표
5년 추세
FIVE
동종업계 중앙값
Current Ratio (유동비율)
2.0
1.8
Quick Ratio (당좌 비율)
0.2
—
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
지표
5년 추세
FIVE
동종업계 중앙값
Revenue YoY (매출 YoY)
22.9%
—
Revenue CAGR 3Y (매출 CAGR 3년)
15.7%
—
Revenue CAGR 5Y (매출 CAGR 5년)
19.4%
—
EPS YoY
40.6%
—
Net Income YoY (순이익 YoY)
41.4%
—
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
지표
5년 추세
FIVE
동종업계 중앙값
FIVE 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
매수
33 명의 애널리스트
- 적극 매수 8 24.2%
- 매수 15 45.5%
- 보유 10 30.3%
- 매도 0 0.0%
- 적극 매도 0 0.0%
12개월 목표 주가
21 명의 애널리스트 · 2026-08-14
중앙값
$260.00
지금
$237.52
저가
$210.00
고가
$325.00
중앙값 목표
$260.00
+9.5%
평균 목표
$262.38
+10.5%
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
평균 서프라이즈
0.22%
다음 실적
8월 25, 2026
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2027년 3월 31일 | $2.22 | $1.79 | — |
| 2026년 6월 30일 | $2.22 | $1.79 | 0.43% |
| 2026년 3월 31일 | $4.31 | $4.08 | 0.23% |
| 2025년 12월 31일 | $0.68 | $0.25 | 0.43% |
| 2025년 9월 30일 | $0.81 | $0.63 | 0.18% |
| 2025년 6월 30일 | $0.86 | $0.83 | 0.03% |
| 2025년 3월 31일 | $3.48 | $3.44 | 0.04% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| FIVE | $10.50B | 29.4 | 22.9% | 7.5% | 17.5% | — |
| ULTA | $27.83B | 24.6 | 9.7% | 9.3% | 42.7% | 39.1% |
| TSCO | $27.08B | 24.9 | 4.3% | 7.1% | 43.2% | 36.4% |
| DKS | — | 20.3 | 28.1% | 4.9% | 19.1% | 32.9% |
| CHWY | $12.08B | 56.0 | 6.2% | 1.8% | 50.2% | 29.8% |
| BBWI | $4.38B | 7.0 | -0.22% | 8.9% | -48.7% | 43.7% |
| WRBY | — | 2179.0 | 13.0% | 0.19% | 0.45% | 54.0% |
| ASO | $3.65B | 10.1 | 2.0% | 6.2% | 17.7% | 34.8% |
| SBH | $1.59B | 8.6 | -0.42% | 5.3% | 26.2% | 51.6% |
| EYE | $2.06B | 70.1 | 9.0% | 1.5% | 3.4% | — |
| WINA | $1.47B | 36.3 | 5.9% | 48.4% | -92.0% | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 12
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.76B | $3.88B | $3.56B | · | · | · | · | · | |
| Cost of Revenue | $3.05B | $2.52B | $2.29B | · | · | · | · | · | |
| SG&A Expense | $1.07B | $861M | $758M | · | · | · | · | · | |
| Operating Income | $457M | $324M | $386M | · | · | · | · | · | |
| Pretax Income | $480M | $339M | $401M | · | · | · | · | · | |
| Income Tax | $122M | $85M | $100M | · | · | · | · | · | |
| Net Income | $359M | $254M | $301M | · | · | · | · | · | |
| EPS (Basic) | $6.51 | $4.61 | $5.43 | · | · | · | · | · | |
| EPS (Diluted) | $6.47 | $4.60 | $5.41 | · | · | · | · | · | |
| Shares (Basic) | 55,112,281 | 55,055,064 | 55,487,252 | · | · | · | · | · | |
| Shares (Diluted) | 55,436,972 | 55,156,342 | 55,621,619 | · | · | · | · | · | |
| EBITDA | $650M | $491M | $516M | · | · | · | · | · |
대차대조표 23
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $724M | $332M | $180M | $335M | $121M | $84M | $70M | · | |
| Short-term Investments | $209M | $197M | $280M | $88M | $189M | $299M | $69M | · | |
| Inventory | $847M | $660M | $585M | $534M | $504M | $327M | $368M | · | |
| Prepaid Expense | $133M | $158M | $154M | $117M | $87M | $55M | $55M | $49M | |
| Other Current Assets | $97M | $121M | $124M | $86M | $58M | $34M | $40M | · | |
| Current Assets | $1.92B | $1.35B | $1.20B | $1.08B | $906M | $768M | $573M | $631M | |
| PP&E (Net) | $1.23B | $1.26B | $1.13B | $944M | $800M | $625M | $476M | · | |
| PP&E (Gross) | $2.16B | $2.01B | $1.72B | · | · | · | · | · | |
| Accum. Depreciation | $921M | $750M | $584M | $483M | $387M | $297M | $231M | · | |
| Other Non-current Assets | $20M | $20M | $17M | $16M | $13M | $19M | $12M | · | |
| Total Assets | $4.94B | $4.34B | $3.87B | $3.38B | $2.96B | $2.44B | $1.93B | $1.57B | |
| Accounts Payable | $368M | $260M | $256M | $234M | $230M | $169M | $137M | · | |
| Accrued Liabilities | $160M | $149M | $147M | $135M | $141M | $114M | $85M | $96M | |
| Current Liabilities | $954M | $756M | $716M | $619M | $594M | $466M | $364M | $245M | |
| Capital Leases | $1.73B | $1.71B | $1.50B | $1.31B | $1.21B | $1.01B | $877M | $710M | |
| Deferred Tax | $50M | $60M | $67M | $60M | $38M | $32M | $0 | · | |
| Other Non-current Liabilities | $9M | $8M | $7M | · | · | · | · | · | |
| Total Liabilities | $2.74B | $2.53B | $2.29B | $1.99B | $1.85B | $1.51B | $1.24B | $955M | |
| Common Stock | $551.0K | $549.0K | $551.0K | $556.0K | $555.0K | $560.0K | $558.0K | · | |
| Retained Earnings | $2.01B | $1.66B | $1.40B | $1.14B | $872M | $610M | $386M | · | |
| Stockholders' Equity | $2.19B | $1.81B | $1.58B | $1.39B | $1.11B | $931M | $690M | $615M | |
| Liabilities + Equity | $4.94B | $4.34B | $3.87B | $3.38B | $2.96B | $2.44B | $1.93B | $1.57B | |
| Shares Outstanding | 55,228,735 | 55,028,682 | 55,197,875 | 55,665,239 | 55,491,361 | 55,994,069 | 55,735,417 | · |
현금 흐름 12
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $192M | $167M | $131M | · | · | · | · | · | |
| Stock-based Comp | $35M | $16M | $18M | · | · | · | · | · | |
| Deferred Tax | $-10M | $-7M | $8M | · | · | · | · | · | |
| Other Non-cash | $11M | $853.0K | $42M | · | · | · | · | · | |
| Operating Cash Flow | $586M | $431M | $500M | · | · | · | · | · | |
| CapEx | $175M | $324M | $335M | · | · | · | · | · | |
| Investing Cash Flow | $-186M | $-233M | $-556M | · | · | · | · | · | |
| Stock Repurchased | $0 | $40M | $81M | · | · | · | · | · | |
| Net Stock Activity | $0 | $-40M | $-81M | · | · | · | · | · | |
| Financing Cash Flow | $-8M | $-46M | $-96M | · | · | · | · | · | |
| Net Change in Cash | $392M | $152M | $-153M | · | · | · | · | · | |
| Free Cash Flow | $412M | $107M | $165M | · | · | · | · | · |
수익성 7
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 9.6% | 8.3% | 10.8% | · | · | · | · | · | |
| Net Margin | 7.5% | 6.5% | 8.5% | · | · | · | · | · | |
| Pretax Margin | 10.1% | 8.7% | 11.3% | · | · | · | · | · | |
| EBITDA Margin | 13.6% | 12.7% | 14.5% | · | · | · | · | · | |
| ROA | 7.7% | 5.9% | 8.0% | · | · | · | · | · | |
| ROE | 17.5% | 14.8% | 20.3% | · | · | · | · | · | |
| ROIC | 15.6% | 13.4% | 18.3% | · | · | · | · | · |
유동성 및 지급능력 2
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.8 | 1.7 | · | · | · | · | · | |
| Quick Ratio | 0.2 | 0.3 | 0.4 | · | · | · | · | · |
효율성 2
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 0.9 | 0.9 | · | · | · | · | · | |
| Inventory Turnover | 4.0 | 3.4 | 3.4 | · | · | · | · | · |
성장률 9
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 22.9% | 8.9% | 15.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.7% | 10.8% | 22.0% | · | · | · | · | · | |
| Revenue CAGR 5Y | 19.4% | · | · | · | · | · | · | · | |
| EPS YoY | 40.6% | -15.0% | 15.3% | · | · | · | · | · | |
| EPS CAGR 3Y | 11.3% | -2.4% | 35.0% | · | · | · | · | · | |
| EPS CAGR 5Y | 24.1% | · | · | · | · | · | · | · | |
| Net Income YoY | 41.4% | -15.8% | 15.1% | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.1% | -3.1% | 34.6% | · | · | · | · | · | |
| Net Income CAGR 5Y | 23.8% | · | · | · | · | · | · | · |
가치 평가 (TTM) 10
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.76B | $3.88B | $3.56B | · | · | · | · | · | |
| Net Income TTM | $359M | $254M | $301M | · | · | · | · | · | |
| Market Cap | $10.50B | $5.16B | $10.00B | · | · | · | · | · | |
| P/E | 29.4 | 20.4 | 33.5 | · | · | · | · | · | |
| P/S | 2.2 | 1.3 | 2.8 | · | · | · | · | · | |
| P/B | 4.8 | 2.9 | 6.3 | · | · | · | · | · | |
| P / Tangible Book | 4.8 | 2.9 | 6.3 | · | · | · | · | · | |
| P / Cash Flow | 17.9 | 12.0 | 20.0 | · | · | · | · | · | |
| P / FCF | 25.5 | 48.4 | 60.7 | · | · | · | · | · | |
| Earnings Yield | 3.4% | 4.9% | 3.0% | · | · | · | · | · |
손익계산서 13
| 지표 | 추세 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.29B | $1.73B | $1.03B | $971M | $1.42B | $844M | $830M | $812M | $1.34B | $736M | $759M | $726M | $1.12B | $645M | $669M | |
| Cost of Revenue | $807M | $1.03B | $684M | $647M | $869M | $586M | $558M | $548M | $786M | $514M | $494M | $491M | $670M | $437M | $440M | |
| Gross Profit | · | · | · | · | · | · | · | · | · | $223M | $265M | $235M | $452M | $208M | $229M | |
| SG&A Expense | $273M | $337M | $242M | $227M | $292M | $215M | $189M | $190M | $246M | $173M | $175M | $163M | $121M | $187M | $172M | |
| Operating Income | $154M | $311M | $52M | $51M | $210M | $-606.0K | $42M | $36M | $268M | $16M | $59M | $42M | $226M | $21M | $56M | |
| Pretax Income | $162M | $317M | $58M | $56M | $212M | $2M | $45M | $41M | $273M | $20M | $63M | $46M | $228M | $21M | $56M | |
| Income Tax | $39M | $79M | $15M | $15M | $54M | $515.0K | $12M | $10M | $70M | $5M | $16M | $9M | $57M | $5M | $15M | |
| Net Income | $123M | $238M | $43M | $41M | $158M | $2M | $33M | $31M | $202M | $15M | $47M | $37M | $171M | $16M | $41M | |
| EPS (Basic) | $2.23 | $4.32 | $0.78 | $0.75 | $2.87 | $0.03 | $0.60 | $0.57 | $3.66 | $0.26 | $0.84 | $0.67 | $3.09 | $0.29 | $0.74 | |
| EPS (Diluted) | $2.21 | $4.30 | $0.77 | $0.75 | $2.86 | $0.03 | $0.60 | $0.57 | $3.64 | $0.26 | $0.84 | $0.67 | $3.07 | $0.29 | $0.74 | |
| Shares (Basic) | 55,262,924 | 22,403 | 55,072,140 | 55,045,966 | -110,309,913 | 55,007,054 | 55,027,663 | 55,168,657 | -111,291,013 | 55,452,533 | 55,675,357 | 55,650,375 | -111,107,929 | 55,509,525 | 55,498,471 | |
| Shares (Diluted) | 55,607,222 | 53,457 | 55,389,479 | 55,189,813 | -110,397,922 | 55,110,433 | 55,042,588 | 55,255,838 | -111,533,038 | 55,576,140 | 55,801,507 | 55,777,010 | -111,418,656 | 55,683,609 | 55,646,039 | |
| EBITDA | $205M | · | $100M | $97M | · | $43M | $83M | $73M | · | $16M | $59M | $42M | · | $21M | $56M |
대차대조표 23
| 지표 | 추세 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $639M | · | $563M | $427M | · | $170M | $209M | $96M | · | $163M | $335M | $335M | · | $44M | $155M | |
| Short-term Investments | $474M | $209M | $107M | $197M | $197M | $47M | $119M | $273M | · | $0 | $102M | $88M | · | $73M | $117M | |
| Inventory | $813M | $847M | $800M | $702M | $660M | $818M | $640M | $630M | · | $763M | $544M | $534M | · | $702M | $569M | |
| Prepaid Expense | $130M | $133M | $110M | $142M | $158M | $157M | $137M | $146M | · | $141M | $121M | $117M | · | $113M | $108M | |
| Other Current Assets | $84M | $97M | $64M | $104M | $121M | $115M | $103M | $109M | · | $110M | $88M | $86M | · | $86M | $75M | |
| Current Assets | $2.06B | $1.92B | $1.58B | $1.47B | $1.35B | $1.21B | $1.12B | $1.15B | · | $1.09B | $1.11B | $1.08B | · | $957M | $964M | |
| PP&E (Net) | $1.24B | $1.23B | $1.25B | $1.26B | $1.26B | $1.26B | $1.25B | $1.19B | · | $1.08B | $1.01B | $944M | · | $880M | $842M | |
| PP&E (Gross) | · | $2.16B | · | · | $2.01B | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $972M | $921M | $841M | $796M | $750M | $706M | $663M | $621M | · | $548M | $514M | $483M | · | $440M | $412M | |
| Other Non-current Assets | $25M | $20M | $22M | $22M | $20M | $20M | $20M | $19M | · | $16M | $16M | $16M | · | $14M | $13M | |
| Total Assets | $5.06B | $4.94B | $4.61B | $4.45B | $4.34B | $4.19B | $4.01B | $3.95B | · | $3.66B | $3.55B | $3.38B | · | $3.16B | $3.09B | |
| Accounts Payable | $352M | $368M | $372M | $277M | $260M | $352M | $256M | $222M | · | $349M | $249M | $234M | · | $280M | $266M | |
| Accrued Liabilities | $189M | $160M | $205M | $177M | $149M | $143M | $164M | $150M | · | $158M | $163M | $135M | · | $152M | $160M | |
| Current Liabilities | $983M | $954M | $925M | $862M | $756M | $875M | $685M | $742M | · | $758M | $649M | $619M | · | $640M | $631M | |
| Capital Leases | $1.70B | $1.73B | $1.71B | $1.67B | $1.71B | $1.62B | $1.64B | $1.55B | · | $1.46B | $1.39B | $1.31B | · | $1.29B | $1.25B | |
| Deferred Tax | $51M | $50M | $57M | $55M | $60M | $68M | $69M | $67M | · | $61M | $60M | $60M | · | $41M | $41M | |
| Other Non-current Liabilities | · | $9M | · | · | $8M | · | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $2.74B | $2.74B | $2.70B | $2.59B | $2.53B | $2.57B | $2.41B | $2.36B | · | $2.28B | $2.11B | $1.99B | · | $1.98B | $1.92B | |
| Common Stock | $552.0K | $551.0K | $550.0K | $549.0K | $549.0K | $549.0K | $549.0K | $550.0K | · | $551.0K | $556.0K | $556.0K | · | $555.0K | $555.0K | |
| Retained Earnings | $2.14B | $2.01B | $1.74B | $1.70B | $1.66B | $1.47B | $1.47B | $1.43B | · | $1.20B | $1.18B | $1.14B | · | $929M | $913M | |
| Stockholders' Equity | $2.31B | $2.19B | $1.91B | $1.86B | $1.81B | $1.62B | $1.61B | $1.58B | $1.58B | $1.38B | $1.44B | $1.39B | $1.36B | $1.18B | $1.16B | |
| Liabilities + Equity | $5.06B | $4.94B | $4.61B | $4.45B | $4.34B | $4.19B | $4.01B | $3.95B | · | $3.66B | $3.55B | $3.38B | · | $3.16B | $3.09B | |
| Shares Outstanding | 55,296,561 | 55,228,735 | 55,146,485 | 55,059,215 | 55,028,682 | 55,010,438 | 55,006,099 | 55,072,106 | 55,197,875 | 55,192,500 | 55,686,858 | 55,665,239 | 55,537,221 | 55,512,425 | 55,507,931 |
현금 흐름 13
| 지표 | 추세 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $51M | $49M | $48M | $47M | $52M | $43M | $41M | $37M | $37M | $34M | $31M | $29M | $29M | $28M | $25M | |
| Stock-based Comp | $5M | $9M | · | $10M | $4M | $7M | · | $5M | $4M | $4M | $6M | $4M | $5M | $6M | $6M | |
| Deferred Tax | $752.0K | $-4M | · | $-5M | $-8M | $-1M | · | $-120.0K | $5M | $1M | $609.0K | $412.0K | $18M | $-36.0K | $4M | |
| Other Non-cash | $47M | · | · | $40M | · | · | · | $-47M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $227M | $441M | · | $133M | $364M | $-31M | · | $26M | $408M | $-77M | $84M | $85M | $360M | $-91M | $4M | |
| CapEx | $37M | $41M | · | $36M | $52M | $80M | · | $88M | $103M | $115M | $71M | $45M | $78M | $64M | $52M | |
| Investing Cash Flow | $-303M | $-65M | · | $-36M | $-202M | $-9M | · | $-73M | $-391M | $-14M | $-85M | $-66M | $-72M | $-19M | $30M | |
| Stock Issued | · | · | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | |
| Stock Repurchased | · | $0 | · | $0 | $-13.0K | $0 | · | $30M | $0 | $81M | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | $0 | · | · | · | $-30M | · | · | · | $0 | · | · | · | |
| Financing Cash Flow | $-9M | $-4M | · | $-1M | $752.0K | $-111.0K | · | $-37M | $349.0K | $-81M | $185.0K | $-16M | $674.0K | $-447.0K | $172.0K | |
| Net Change in Cash | $-85M | $373M | · | $96M | $162M | $-39M | · | $-83M | $17M | $-172M | $-742.0K | $3M | $288M | $-111M | $35M | |
| Free Cash Flow | $190M | · | · | $96M | · | · | · | $-61M | · | · | · | $40M | · | · | · |
수익성 8
| 지표 | 추세 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | · | · | 30.3% | 34.9% | 32.3% | · | 32.2% | 34.2% | |
| Operating Margin | 12.0% | · | 5.1% | 5.2% | · | -0.07% | 5.0% | 4.5% | · | 2.2% | 7.7% | 5.8% | · | 3.2% | 8.4% | |
| Net Margin | 9.6% | · | 4.2% | 4.2% | · | 0.20% | 4.0% | 3.9% | · | 2.0% | 6.2% | 5.2% | · | 2.5% | 6.2% | |
| Pretax Margin | 12.6% | · | 5.6% | 5.8% | · | 0.26% | 5.4% | 5.1% | · | 2.7% | 8.3% | 6.3% | · | 3.3% | 8.4% | |
| EBITDA Margin | 16.0% | · | 9.7% | 10.0% | · | 5.1% | 10.0% | 9.0% | · | 2.2% | 7.7% | 5.8% | · | 3.2% | 8.4% | |
| ROA | · | · | · | · | · | 0.04% | 0.87% | 0.86% | · | 0.43% | 1.4% | 1.2% | · | 0.54% | 1.5% | |
| ROE | · | · | · | · | · | 0.11% | 2.2% | 2.1% | · | 1.1% | 3.6% | 3.0% | · | 1.5% | 3.8% | |
| ROIC | · | · | · | · | · | -0.03% | 1.9% | 1.7% | · | 0.87% | 3.0% | 2.5% | · | 1.3% | 3.5% |
유동성 및 지급능력 2
| 지표 | 추세 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | 1.4 | 1.6 | 1.6 | · | 1.4 | 1.7 | 1.8 | · | 1.5 | 1.5 | |
| Quick Ratio | · | · | · | · | · | 0.2 | 0.5 | 0.5 | · | 0.2 | 0.7 | 0.7 | · | 0.2 | 0.4 |
효율성 2
| 지표 | 추세 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | |
| Inventory Turnover | · | · | · | · | · | 0.7 | 0.9 | 0.9 | · | 0.7 | 0.9 | 0.9 | · | 0.7 | 1.0 |
가치 평가 (TTM) 10
| 지표 | 추세 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.32B | · | $4.23B | · | · | · | · | $3.12B | · | $3.34B | $3.25B | $3.16B | · | $2.95B | $2.91B | |
| Net Income TTM | $243M | · | $273M | · | · | · | · | $124M | · | $270M | $272M | $266M | · | $230M | $238M | |
| Market Cap | · | · | · | · | · | $5.28B | $3.81B | $7.97B | · | $9.37B | $11.55B | $10.99B | · | $8.29B | $7.05B | |
| P/E | 52.5 | · | 27.0 | · | · | · | · | 64.6 | · | 35.1 | 42.6 | 41.4 | · | 36.3 | 29.9 | |
| P/S | · | · | · | · | · | · | · | 2.6 | · | 2.8 | 3.6 | 3.5 | · | 2.8 | 2.4 | |
| P/B | · | · | · | · | · | 3.3 | 2.4 | 5.0 | · | 6.8 | 8.0 | 7.9 | · | 7.0 | 6.1 | |
| P / Tangible Book | · | · | · | · | · | 3.3 | 2.4 | 5.0 | · | 6.8 | 8.0 | 7.9 | · | 7.0 | 6.1 | |
| P / Cash Flow | · | · | · | · | · | · | · | 301.6 | · | · | · | 128.8 | · | · | · | |
| P / FCF | · | · | · | · | · | · | · | -129.8 | · | · | · | 273.3 | · | · | · | |
| Earnings Yield | 1.9% | · | 3.7% | · | · | · | · | 1.6% | · | 2.9% | 2.4% | 2.4% | · | 2.8% | 3.3% |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| 매출 | $4.76B | — | $3.88B | — | — |
| 영업이익률 % | 9.6% | — | 8.3% | — | — |
| 순이익 | $359M | — | $254M | — | — |
| 희석 EPS | $6.47 | — | $4.60 | — | — |
대차대조표
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| 유동비율 | 2.0 | — | 1.8 | — | — |
| 당좌 비율 | 0.2 | — | 0.3 | — | — |
현금 흐름
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $412M | — | $107M | — | — |
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트레이딩 시그널 진입 가격 및 위험/보상 비율을 포함한 최근 매수/매도 신호
나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목
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선택 항목이 저장되어 모든 티커에서 유지됩니다.
기관 투자자 (13F) 673개의 제출자 · $7.1B 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.
기관 활동 — Q2 2026 대 이전 분기
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 106 (-60 이전 분기 대비) | 104 (+44 이전 분기 대비) | 190 (-38 이전 분기 대비) | 245 (+58 이전 분기 대비) | +3.9M |
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 CAPITAL MANAGEMENT LLC | $448,689,857 | 2,495,633 | 6.32% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $427,252,596 | 2,376,398 | 6.02% | 주식 |
| STATE STREET CORP | $309,999,132 | 1,724,229 | 4.37% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $288,679,454 | 1,605,648 | 4.07% | 주식 |
| WELLINGTON MANAGEMENT GROUP LLP | $207,976,218 | 1,156,773 | 2.93% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $204,833,957 | 1,139,293 | 2.89% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $199,665,208 | 1,106,688 | 2.81% | 주식 |
| SRS Investment Management, LLC | $198,687,547 | 1,105,109 | 2.80% | 주식 |
| Qube Research & Technologies Ltd | $188,601,508 | 1,049,010 | 2.66% | 주식 |
| WASATCH ADVISORS LP | $186,983,919 | 818,382 | 2.63% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $151,370,650 | 841,930 | 2.13% | 주식 |
| Balyasny Asset Management L.P. | $135,429,155 | 753,263 | 1.91% | 주식 |
| NORGES BANK | $127,791,855 | 710,784 | 1.80% | 주식 |
| FMR LLC | $121,405,894 | 675,265 | 1.71% | 주식 |
| D. E. Shaw & Co., Inc. | $114,573,874 | 637,265 | 1.61% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $114,517,960 | 636,954 | 1.61% | 주식 |
| Capital World Investors | $112,249,010 | 624,334 | 1.58% | 주식 |
| Giverny Capital Inc. | $107,536,354 | 598,122 | 1.52% | 주식 |
| Stephens Investment Management Group LLC | $103,590,683 | 576,176 | 1.46% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $100,793,510 | 560,618 | 1.42% | 주식 |
| Alyeska Investment Group, L.P. | $96,463,088 | 536,532 | 1.36% | 주식 |
| TWO SIGMA ADVISERS, LP | $95,780,872 | 508,499 | 1.35% | 주식 |
| Quantinno Capital Management LP | $95,557,524 | 531,495 | 1.35% | 주식 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $88,939,007 | 494,683 | 1.25% | 주식 |
| RIVERBRIDGE PARTNERS LLC | $77,128,747 | 428,994 | 1.09% | 주식 |
| JENNISON ASSOCIATES LLC | $76,813,307 | 427,239 | 1.08% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72,552,996 | 403,543 | 1.02% | 주식 |
| Hook Mill Capital Partners, LP | $71,694,858 | 398,770 | 1.01% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $65,857,077 | 366,300 | 0.93% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $63,405,640 | 352,665 | 0.89% | 주식 |
| VANGUARD GROUP INC | $63,145,430 | 335,238 | 0.89% | 주식 |
| BANK OF MONTREAL /CAN/ | $58,922,756 | 327,731 | 0.83% | 주식 |
| AMERIPRISE FINANCIAL INC | $58,222,654 | 323,837 | 0.82% | 주식 |
| Freestone Grove Partners LP | $52,567,719 | 292,384 | 0.74% | 주식 |
| Squarepoint Ops LLC | $52,550,639 | 292,289 | 0.74% | 주식 |
| Point72 Asset Management, L.P. | $52,244,996 | 290,589 | 0.74% | 주식 |
| Hood River Capital Management LLC | $51,258,489 | 285,102 | 0.72% | 주식 |
| Amundi | $49,857,745 | 277,311 | 0.70% | 주식 |
| MARSHALL WACE, LLP | $49,524,954 | 275,460 | 0.70% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $48,091,128 | 267,485 | 0.68% | 주식 |
| GOLDMAN SACHS GROUP INC | $42,630,442 | 237,112 | 0.60% | 주식 |
| Woodline Partners LP | $42,491,389 | 236,339 | 0.60% | 주식 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $40,681,802 | 226,274 | 0.57% | 주식 |
| CANADA PENSION PLAN INVESTMENT BOARD | $39,212,199 | 218,100 | 0.55% | 주식 |
| Walleye Capital LLC | $38,184,160 | 212,382 | 0.54% | 주식 |
| Interval Partners, LP | $38,164,563 | 212,273 | 0.54% | 주식 |
| Pacifica Capital Investments, LLC | $36,968,779 | 205,622 | 0.52% | 주식 |
| Trexquant Investment LP | $35,087,816 | 195,160 | 0.49% | 주식 |
| CITADEL ADVISORS LLC | $32,121,821 | 178,663 | 0.45% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30,366,531 | 168,900 | 0.43% | 풋 옵션 |
| Schonfeld Strategic Advisors LLC | $29,140,002 | 162,078 | 0.41% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26,950,521 | 149,900 | 0.38% | 콜 옵션 |
| Gotham Asset Management, LLC | $26,354,697 | 146,586 | 0.37% | 주식 |
| BARCLAYS PLC | $25,638,593 | 142,603 | 0.36% | 주식 |
| RHUMBLINE ADVISERS | $25,502,789 | 141,848 | 0.36% | 주식 |
| Varenne Capital Partners | $25,305,158 | 140,847 | 0.36% | 주식 |
| COUNTRY TRUST BANK | $24,622,960 | 136,954 | 0.35% | 주식 |
| CITADEL ADVISORS LLC | $23,876,112 | 132,800 | 0.34% | 콜 옵션 |
| Bridgewater Associates, LP | $23,308,335 | 129,642 | 0.33% | 주식 |
| ING GROEP NV | $22,905,246 | 127,400 | 0.32% | 주식 |
| PRUDENTIAL FINANCIAL INC | $22,895,897 | 127,348 | 0.32% | 주식 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $21,934,380 | 122,000 | 0.31% | 주식 |
| California Public Employees Retirement System | $21,365,524 | 118,836 | 0.30% | 주식 |
| Verition Fund Management LLC | $21,293,968 | 118,438 | 0.30% | 주식 |
| BOOTHBAY FUND MANAGEMENT, LLC | $21,099,076 | 117,354 | 0.30% | 주식 |
| IEQ CAPITAL, LLC | $20,813,023 | 115,763 | 0.29% | 주식 |
| Swiss National Bank | $19,931,340 | 110,859 | 0.28% | 주식 |
| BANK OF AMERICA CORP /DE/ | $19,665,790 | 109,382 | 0.28% | 주식 |
| TUDOR INVESTMENT CORP ET AL | $19,616,707 | 109,109 | 0.28% | 주식 |
| Man Group plc | $19,503,799 | 108,481 | 0.27% | 주식 |
| Susquehanna Portfolio Strategies, LLC | $19,257,487 | 107,111 | 0.27% | 주식 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $18,996,072 | 105,657 | 0.27% | 주식 |
| BlackRock, Inc. | $18,615,097 | 103,538 | 0.26% | 주식 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $18,464,433 | 102,700 | 0.26% | 주식 |
| Tabor Asset Management, LP | $17,139,560 | 95,331 | 0.24% | 주식 |
| WOLVERINE TRADING, LLC | $17,054,136 | 109,800 | 0.24% | 콜 옵션 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $16,522,701 | 91,900 | 0.23% | 주식 |
| FIRST TRUST ADVISORS LP | $16,458,996 | 91,546 | 0.23% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $15,517,905 | 67,918 | 0.22% | 주식 |
| PANAGORA ASSET MANAGEMENT INC | $15,512,641 | 86,282 | 0.22% | 주식 |
| ENVESTNET ASSET MANAGEMENT INC | $15,080,067 | 83,878 | 0.21% | 주식 |
| Corient Private Wealth LP | $14,971,617 | 83,273 | 0.21% | 주식 |
| Engineers Gate Manager LP | $14,899,377 | 82,871 | 0.21% | 주식 |
| JANE STREET GROUP, LLC | $14,814,696 | 82,400 | 0.21% | 풋 옵션 |
| Beck Bode, LLC | $14,717,136 | 81,857 | 0.21% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $14,578,395 | 63,806 | 0.21% | 주식 |
| Cubist Systematic Strategies, LLC | $14,553,507 | 94,076 | 0.21% | 주식 |
| CWM, LLC | $14,307,428 | 62,620 | 0.20% | 주식 |
| Driehaus Capital Management LLC | $13,556,705 | 75,403 | 0.19% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $13,306,977 | 74,014 | 0.19% | 주식 |
| Cinctive Capital Management LP | $13,235,421 | 73,616 | 0.19% | 주식 |
| Fund 1 Investments, LLC | $13,056,530 | 72,621 | 0.18% | 주식 |
| MARSICO CAPITAL MANAGEMENT LLC | $13,048,799 | 72,578 | 0.18% | 주식 |
| Nearwater Capital Markets, Ltd | $11,686,350 | 65,000 | 0.16% | 주식 |
| Connor, Clark & Lunn Investment Management Ltd. | $11,519,685 | 64,073 | 0.16% | 주식 |
| PICTON MAHONEY ASSET MANAGEMENT | $11,267,982 | 62,673 | 0.16% | 주식 |
| CAPITAL FUND MANAGEMENT S.A. | $11,157,228 | 62,057 | 0.16% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $10,729,148 | 59,676 | 0.15% | 주식 |
| COOKSON PEIRCE & CO INC | $10,694,089 | 59,481 | 0.15% | 주식 |
| Retirement Systems of Alabama | $10,282,190 | 57,190 | 0.14% | 주식 |
회사 내부자 54 명의 내부자 · 21 임원 · 17 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Winifred Park | President and CEO | 2026년 3월 20일 F | 35,385 | 0 | 0 | $0 |
| Joel D Anderson | President & CEO | 2024년 6월 10일 A | 77,748 | 0 | 0 | $0 |
| Daniel Sullivan | Chief Financial Officer | 2026년 3월 19일 A | 16,075 | 0 | 0 | $0 |
| Kristy Chipman | CFO & Treasurer | 2025년 3월 20일 A | 26,205 | 0 | 0 | $0 |
| Kenneth R Bull | COO | 2026년 8월 1일 F | 85,574 | 0 | 20 | $-8,135,893 |
| David A. Johnston | Chief Operating Officer | 2013년 6월 4일 A | 29,412 | 0 | 0 | $0 |
| Graham Poliner | CSBIAO | 2026년 8월 1일 F | 15,534 | 0 | 0 | $0 |
| Amit Jhunjhunwala | Chief Information Officer | 2026년 8월 1일 F | 20,261 | 0 | 0 | $0 |
| Maureen Marie Gellerman | CHRO | 2026년 8월 1일 F | 10,581 | 0 | 1 | $-94,863 |
| Eric M Specter | CAO | 2026년 8월 1일 F | 40,982 | 0 | 3 | $-1,709,830 |
| Rodney Lastinger | Chief Retail Officer | 2026년 6월 22일 A | 3,618 | 0 | 0 | $0 |
| Christos George Yatrakis | Chief Legal Officer | 2026년 6월 15일 A | 1,031 | 0 | 0 | $0 |
| Jacob Kimball Hawkins | CMOO | 2026년 3월 20일 F | 4,546 | 0 | 0 | $0 |
| Michelle Lee Israel | Chief Merchandising Officer | 2026년 3월 19일 A | 1,763 | 0 | 0 | $0 |
| George Hill | Chief Retail Officer | 2026년 1월 23일 F | 31,582 | 0 | 4 | $-1,591,000 |
| Ronald James Masciantonio | EVP, General Counsel | 2025년 9월 16일 A | 10,016 | 0 | 1 | $-119,763 |
| Thomas Vellios | Executive Chairman | 2025년 5월 5일 A | 396,088 | 0 | 0 | $0 |
| Michael Romanko | CMO | 2024년 8월 1일 A | 32,412 | 0 | 0 | $0 |
| Judith L. Werthauser | Chief Experience Officer | 2023년 1월 30일 A | 14,930 | 0 | 0 | $0 |
| David N. Makuen | Executive Vice President | 2020년 1월 24일 M | 15,148 | 0 | 0 | $0 |
| David Schlessinger | Executive Chairman | 2014년 11월 24일 S | 555,810 | 0 | 0 | $0 |
| Robert Lynch | 이사 | 2026년 6월 29일 P | 1,506 | 1 | 0 | $93,312 |
| Zuhairah Scott Washington | 이사 | 2026년 6월 16일 A | 7,019 | 0 | 0 | $0 |
| Karen R Bowman | 이사 | 2026년 6월 16일 A | 4,157 | 0 | 0 | $0 |
| Michael F Devine III | 이사 | 2026년 6월 16일 A | 17,203 | 0 | 1 | $-1,091,040 |
| Ronald Sargent | 이사 | 2026년 6월 16일 A | 6,609 | 0 | 2 | $-4,630,300 |
| Thomas M Ryan | 이사 | 2026년 5월 4일 A | 119,030 | 0 | 0 | $0 |
| Kathleen S Barclay | 이사 | 2026년 2월 2일 A | 9,326 | 0 | 1 | $-400,466 |
| Bernard Jin Kim | 이사 | 2024년 6월 11일 A | 3,681 | 0 | 0 | $0 |
| Catherine Elizabeth Buggeln | 이사 | 2023년 4월 11일 S | 7,141 | 0 | 0 | $0 |
| Daniel Kaufman | 이사 | 2019년 6월 18일 A | 6,113 | 0 | 0 | $0 |
| David M Mussafer | 이사 | 2015년 9월 22일 P | 90,000 | 0 | 0 | $0 |
| Steven J Collins | 이사 | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| Howard D Ross | 이사 | 2013년 2월 4일 S | 272,768 | 0 | 0 | $0 |
| Dinesh S. Lathi | — | 2026년 8월 3일 A | 14,350 | 0 | 0 | $0 |
| Mimi Eckel Vaughn | — | 2026년 8월 3일 A | 5,934 | 0 | 0 | $0 |
| Richard L Markee | — | 2026년 8월 3일 A | 14,402 | 0 | 1 | $-696,120 |
| Advent Partners GPE VI-A 2010 Limited Partnership | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2010 Limited Partnership | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| GPE VI GP (Delaware) Limited Partnership | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| GPE VI GP Limited Partnership | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2009 Limited Partnership | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI-A Limited Partnership | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2008 Limited Partnership | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-G LP | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-B LP | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-C LP | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-D LP | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-F LP | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-E LP | — | 2014년 4월 1일 S | 0 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
행동주의자 및 5% 이상 소유자 1 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 |
|---|---|---|---|---|---|
| Advent International Corporation, Advent International LLC, GPE VI GP Limited Partnership, GPE VI GP (Delaware) Limited Partnership, Advent Partners GPE VI 2008 Limited Partnership, Advent Partners GPE VI 2009 Limited Partnership, Advent Partners GPE VI 2010 Limited Partnership, Advent Partners GPE VI-A 2010 Limited Partnership, Advent Partners GPE VI-A Limited Partnership, Advent International GPE VI Limited Partnership, Advent International GPE VI-A Limited Partnership, Advent International GPE VI-B Limited Partnership, Advent International GPE VI-C Limited Partnership, Advent International GPE VI-D Limited Partnership, Advent International GPE VI-E Limited Partnership, Advent International GPE VI-F Limited Partnership, Advent International GPE VI-G Limited Partnership ×5 제출 서류 | 2014년 4월 3일 | — | 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 127 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 |
|---|---|---|---|---|
| FCUS · Tidal Trust II | 3.06% | 12,601 NS | 2026년 5월 31일 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1.74% | 25,589 SH | 2026년 8월 8일 | 일간 |
| XMMO · Invesco Exchange-Traded Fund Trust | 1.47% | 453,812 SH | 2026년 8월 8일 | 일간 |
| GSC · Goldman Sachs ETF Trust | 1.44% | 15,996 NS | 2026년 5월 31일 | N-PORT |
| PJFM · PGIM ETF Trust | 1.36% | 997 NS | 2026년 5월 29일 | N-PORT |
| RETL · Direxion Shares ETF Trust | 1.07% | 1,425 NS | 2026년 4월 30일 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 1.06% | 26,527 NS | 2026년 5월 31일 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0.89% | 3,755 NS | 2026년 5월 31일 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0.88% | 107,870 NS | 2026년 5월 31일 | N-PORT |
| LSEQ · Harbor ETF Trust | 0.81% | 528 NS | 2026년 4월 30일 | N-PORT |
| PAMC · Pacer Funds Trust | 0.73% | 1,964 NS | 2026년 4월 30일 | N-PORT |
| OASC · Unified Series Trust | 0.72% | 2,678 NS | 2026년 5월 31일 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.72% | 855,570 NS | 2026년 5월 31일 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0.71% | 1,635 NS | 2026년 5월 31일 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.68% | 15,005 NS | 2026년 4월 30일 | N-PORT |
| IJK · iShares Trust | 0.68% | 323,164 SH | 2026년 8월 8일 | 일간 |
| TMFX · RBB Fund, Inc. | 0.62% | 875 NS | 2026년 5월 31일 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.61% | 4,353 NS | 2026년 5월 31일 | N-PORT |
| SMDX · Tidal Trust III | 0.61% | 3,244 NS | 2026년 4월 30일 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.55% | 7,344 NS | 2026년 4월 30일 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0.53% | 2,846 NS | 2026년 5월 31일 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.52% | 54,561 SH | 2026년 8월 8일 | 일간 |
| FDMO · FIDELITY COVINGTON TRUST | 0.51% | 18,052 NS | 2026년 4월 30일 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.47% | 8,519 SH | 2026년 8월 8일 | 일간 |
| IEDI · iShares U.S. ETF Trust | 0.45% | 553 SH | 2026년 8월 8일 | 일간 |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.43% | 11,798 NS | 2026년 5월 31일 | N-PORT |
| NUSC · Nushares ETF Trust | 0.41% | 22,649 NS | 2026년 4월 30일 | N-PORT |
| XJH · iShares Trust | 0.40% | 7,473 SH | 2026년 8월 8일 | 일간 |
| PTMC · Pacer Funds Trust | 0.38% | 6,333 NS | 2026년 4월 30일 | N-PORT |
| ISCG · iShares Trust | 0.38% | 16,428 SH | 2026년 8월 8일 | 일간 |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.35% | 19,911 NS | 2026년 4월 30일 | N-PORT |
| IJH · iShares Trust | 0.35% | 1,907,771 SH | 2026년 8월 8일 | 일간 |
| BKMC · BNY Mellon ETF Trust | 0.34% | 8,958 NS | 2026년 4월 30일 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0.27% | 3,054 NS | 2026년 4월 30일 | N-PORT |
| MVV · ProShares Trust | 0.27% | 1,906 NS | 2026년 5월 31일 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.27% | 732,688 SH | 2026년 8월 8일 | 일간 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.27% | 89,368 SH | 2026년 8월 8일 | 일간 |
| FNDA · SCHWAB STRATEGIC TRUST | 0.27% | 105,404 NS | 2026년 5월 31일 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.27% | 26,886 NS | 2026년 4월 30일 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.26% | 265,243 NS | 2026년 5월 31일 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.26% | 913 NS | 2026년 4월 30일 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.25% | 21,883 NS | 2026년 4월 30일 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.25% | 13,771 SH | 2026년 8월 8일 | 일간 |
| BFOR · ALPS ETF Trust | 0.25% | 2,340 NS | 2026년 5월 31일 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.23% | 149,308 NS | 2026년 5월 31일 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 21,441 NS | 2026년 4월 30일 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.23% | 17,324 NS | 2026년 4월 30일 | N-PORT |
| ESML · iShares Trust | 0.21% | 26,270 SH | 2026년 8월 8일 | 일간 |
| FYEE · Fidelity Greenwood Street Trust | 0.21% | 1,474 NS | 2026년 4월 30일 | N-PORT |
| IYC · iShares Trust | 0.21% | 10,824 SH | 2026년 8월 8일 | 일간 |