LNC Lincoln National Corporation Common Stock
Lincoln National Corporation Common Stock 정보 위키백과 회사 개요
Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.
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Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.
LNC was organized under the laws of the state of Indiana in 1968, and maintains its principal executive offices in Radnor, Pennsylvania. The company traces its roots to its earliest predecessor founded in 1905.
In addition, LNC is the naming rights sponsor of Lincoln Financial Field in Philadelphia, home field of the Philadelphia Eagles of the National Football League.
History
Founding and early history
Lincoln traces its origin to June 12, 1905, in Fort Wayne, Indiana, as the Lincoln National Life Insurance Company. Four men were founders of the organization, with Daniel Ninde, an attorney, becoming the largest stockholder and first Chief Financial Officer of the company, according to Ninde family history. Daniel Ninde was educated as a midshipman at the United States Naval Academy in Annapolis, MD. He descended from a local Fort Wayne family that included a number of Circuit Court judges. Downtown Fort Wayne is located on the site of his great uncle Harry Ninde's farm. The four founders all worked in various roles at Lincoln National. They bought a smaller insurance company located in North Dakota and needed to pass a 6-month residency requirement to complete the sale. They then bought a furnished home located in that state and spent the next six months on weekends playing poker for its furnishings. Daniel Ninde's family still owns a large oriental rug he won in a card game there. Manager Perry Randall, a Fort Wayne attorney and entrepreneur, suggested the name "Lincoln," arguing that the name of Abraham Lincoln would powerfully convey a spirit of integrity. In August 1905 Robert Todd Lincoln provided a photograph of his father, along with a letter authorizing the use of his father's likeness and name for company stationery and advertising.
In 1928, LNC president Arthur Hall hired Dr. Louis A. Warren, a Lincoln scholar, and in 1929, LNC acquired one of the largest collections of books about Abraham Lincoln in the United States. The Lincoln Museum in Fort Wayne was the second largest Lincoln museum in the country, but closed in June 2008.
Ian Rolland started with Lincoln in 1956, and became president of Lincoln National Life in 1977. When Rolland retired in 1998, new president Jon A. Boscia moved LNC to Philadelphia and started using the Lincoln Financial Group name for marketing. Lincoln National Life, the largest subsidiary, and the Lincoln Museum remained in Fort Wayne.
1990–2007
Lincoln Reinsurance was the first US reinsurance company; it was sold to Swiss Re in 2001. K&K Insurance Specialties was the first to insure events like NASCAR races; it was sold to Aon in 1993. Safeco bought American States, a property/casualty insurance business because Lincoln was primarily in life/health. However, LNC even sold a block of disability income business to MetLife in 1999, as it narrowed its focus.
Lincoln moved its headquarters from Indiana to Philadelphia in 1999. In Philadelphia Lincoln was headquartered in the West Tower of Centre Square in Center City.
Lincoln Financial was naming rights sponsor for the 2000 Rugby League World Cup which was held in England.
Lincoln Financial Group purchased the Administrative Management Group, Inc. based in Arlington Heights, Illinois in August 2002. Previously, AMG was a strategic partner of LFG for four years, providing recordkeeping services for the Lincoln Alliance product, a turnkey solution for "employer retirement and employee benefit programs, including investment choices, recordkeeping, plan design, compliance and employee retirement counseling and education."
In 2007, the company moved 400 employees, including its top executives, to Radnor Township from Philadelphia.
Jefferson-Pilot acquisition
Following the acquisition of Jefferson-Pilot Corporation in March 2006, Lincoln Financial acquired group life, disability, and dental insurance divisions. Jefferson-Pilot Corporation was a Fortune 500 company based in Greensboro, North Carolina, founded in 1986 from the merger of Jefferson Standard Insurance (founded 1907 by Charles W. Gold and Pleasant D. Gold, Jr., sons of Pleasant Daniel Gold) and Pilot Life Insurance (founded 1903). The two companies' association actually dated to 1945, when Jefferson Standard bought majority control of Pilot Life; Jefferson Standard had previously bailed Pilot out in the 1930s. The Pilot Life headquarters built in the 1920s and located at 5300 High Point Road, "a careful replication of the governor's mansion built in 1767 in New Bern," was nominated to the National Register of Historic Places in 2022, when Clachan Properties of Richmond, Virginia, was buying the property to develop apartments. The 1986 merger marked the retirement of the Pilot Life brand, most notably the end of its "Sail with the Pilot" jingles, which had been heavily associated with Atlantic Coast Conference college basketball and had been heard on television since 1958. The insurance operations would continue to be headquartered in what became the Lincoln Financial Building.
Lincoln Financial also acquired Jefferson-Pilot's television and radio operations, which were renamed Lincoln Financial Media. Jefferson Standard Insurance put WBTV in Charlotte on the air on Channel 3 in 1949. At the time, Jefferson Standard Insurance also had a 16.5% interest in the Greensboro News Company, licensee of WFMY, which signed on from Greensboro two months after WBTV. Jefferson Standard had purchased WBT radio from CBS in 1945. Jefferson Standard Broadcasting Co. was a subsidiary of Jefferson-Pilot Corp. when in 1970 the media interests were folded into a new subsidiary, Jefferson-Pilot Communications, still owned by the insurance company. The broadcasting subsidiary acquired several other radio and television stations across the country, with WBTV serving as the company's flagship station. The group owned 18 radio stations in Miami, Florida; San Diego, California; Denver, Colorado; and Atlanta, Georgia. It also owned WBTV, the CBS affiliate in Charlotte; WCSC-TV, the CBS affiliate in Charleston, South Carolina and WWBT, the NBC affiliate in Richmond, Virginia. In June 2007, the company publicly announced it would explore a sale of this division, and hired Merrill Lynch to assess its strategic options. It was announced on November 12 that Raycom Media purchased the three TV stations, including its sports production division, which was the co-holder to football and basketball games in the Atlantic Coast Conference with Raycom and sole rightsholders to the Southeastern Conference until 2009, when ESPNPlus and CBS Sports acquired the rights. The Raycom Sports brand was merged with LFS as of January 1, 2008.
Though billed as a merger of equals, the merged company carries the LNC name, operates from the LNC offices, with current LNC stockholders holding 61% of the stock, and current LNC directors controlling the new board. The insurance division is based in Greensboro, North Carolina.
Liberty Life Acquisition
On January 19, 2018, Lincoln Financial Group announced that it entered into a definitive agreement to acquire Liberty Life Assurance Company of Boston from Liberty Mutual Insurance Group. Upon completion of the transaction, Lincoln Financial retained Liberty’s Group Benefits business and reinsured Liberty’s Individual Life and Annuity business to Protective Life Insurance Company.
Recent activity
Lincoln purchased Newton County Loan and Savings in order to restructure as a bank holding company and qualify for Troubled Asset Relief Program (TARP) funding.
In January 2009, Lincoln sold its Delaware Investments subsidiary to Macquarie Group. Delaware Investments was integrated into Macquarie's global asset management arm, Macquarie Funds Group effective January 5, 2010.
In December 2023, Lincoln sold its wealth management unit to Osaic for an undisclosed amount.
Operations
LNC divides operations into four business segments: annuities, life insurance, retirement plan services, and group protection.
The principal Lincoln subsidiaries are:
Lincoln National Life Insurance Company
Lincoln Life & Annuity Company of New York
First Penn-Pacific Life Insurance Company
Lincoln Financial Distributors
Lincoln Financial Advisors
Lincoln Financial Securities
On December 31, 2016, LNC had consolidated assets under management of $262 billion and consolidated shareholders’ equity of $14.5 billion.
Insurance patent
Lincoln National is the owner of U.S. patent 7,089,201, “Method and apparatus for providing retirement income benefits”. This patent covers methods for administering variable annuities. Lincoln's commercial products that are covered by this patent include their i4LIFE Advantage and 4LaterSM Advantage annuities.
In September 2006, Lincoln filed a patent infringement lawsuit against Transamerica Life Insurance Company for allegedly infringing its insurance patent. A similar lawsuit was filed against Jackson National Life in October 2007.
On Feb. 19, 2009, a jury found the Lincoln patent valid and infringed by Transamerica et al. Damages were assessed at the "reasonable royalty rate" and Transamerica et al. were ordered to pay Lincoln $13 million, or 0.11% of the over $12 billion in assets they had under management by virtue of infringing the patent. This verdict was later overturned by the Court of Appeals for the Federal Circuit, finding Transamerica did not infringe Lincoln's patent.
Affiliations
Lincoln Financial Group is the grand sponsor of the National Forensic League and its National Speech and Debate Tournament.
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LNC 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
LNC 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 7월 10일 | $0.4500 |
| 2026년 4월 10일 | $0.4500 |
| 2026년 1월 12일 | $0.4500 |
| 2025년 10월 10일 | $0.4500 |
| 2025년 7월 10일 | $0.4500 |
| 2025년 4월 10일 | $0.4500 |
| 2025년 1월 10일 | $0.4500 |
| 2024년 10월 10일 | $0.4500 |
| 2024년 7월 10일 | $0.4500 |
| 2024년 4월 9일 | $0.4500 |
| 2024년 1월 9일 | $0.4500 |
| 2023년 10월 6일 | $0.4500 |
| 2023년 7월 7일 | $0.4500 |
| 2023년 4월 6일 | $0.4500 |
| 2023년 1월 9일 | $0.4500 |
| 2022년 10월 6일 | $0.4500 |
| 2022년 7월 8일 | $0.4500 |
| 2022년 4월 8일 | $0.4500 |
| 2022년 1월 7일 | $0.4500 |
| 2021년 10월 7일 | $0.4200 |
LNC 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
- 적극 매수 2 10.5%
- 매수 7 36.8%
- 보유 8 42.1%
- 매도 1 5.3%
- 적극 매도 1 5.3%
12개월 목표 주가
12 명의 애널리스트 · 2026-08-15실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $2.24 | $1.98 | 0.26% |
| 2026년 3월 31일 | $1.66 | $1.59 | 0.07% |
| 2025년 12월 31일 | $2.21 | $1.92 | 0.29% |
| 2025년 9월 30일 | $2.04 | $1.88 | 0.16% |
| 2025년 6월 30일 | $2.36 | $1.91 | 0.45% |
| 2025년 3월 31일 | $1.60 | $1.55 | 0.05% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | — |
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | — |
| UNM | — | — | — | — | — | — |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | — |
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | — |
| OSCR | — | -8.5 | 27.5% | -3.8% | -44.5% | — |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | — |
| GNW | $3.54B | 16.7 | 0.08% | 3.0% | 2.6% | — |
| FG | $4.18B | 16.4 | -0.23% | 4.6% | 6.0% | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 9
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $18.21B | $18.44B | $11.64B | $18.81B | $17.71B | $17.44B | $17.26B | $16.42B | $14.26B | $13.33B | $13.57B | $13.55B | |
| SG&A Expense | $2.65B | $2.74B | $2.54B | $2.41B | $2.25B | $2.07B | $2.21B | $1.95B | $1.77B | $1.69B | $1.70B | $1.64B | |
| Pretax Income | $1.34B | $4.02B | $-1.15B | $1.73B | $4.64B | $423M | $919M | $1.89B | $1.13B | $1.46B | $1.43B | $2.00B | |
| Income Tax | $161M | $747M | $-396M | $367M | $865M | $-76M | $33M | $244M | $-949M | $266M | $276M | $483M | |
| Net Income | $1.18B | $3.27B | $-752M | $1.36B | $3.78B | $499M | $886M | $1.64B | $2.08B | $1.19B | $1.15B | $1.51B | |
| EPS (Basic) | $5.94 | $18.66 | $-4.92 | $7.93 | $20.17 | $2.58 | $4.41 | $7.60 | $9.36 | $5.09 | $4.60 | $5.81 | |
| EPS (Diluted) | $5.83 | $18.41 | $-4.92 | $7.78 | $19.96 | $2.56 | $4.38 | $7.40 | $9.22 | $5.03 | $4.51 | $5.67 | |
| Shares (Basic) | 182,674,725 | 170,597,104 | 169,562,903 | 171,034,695 | 187,359,884 | 193,610,225 | 200,608,737 | 215,936,448 | 222,128,687 | 234,181,717 | 250,629,243 | 260,877,533 | |
| Shares (Diluted) | 186,062,087 | 173,080,425 | 170,738,655 | 172,700,155 | 189,637,612 | 194,465,180 | 202,105,134 | 219,552,106 | 226,220,980 | 236,830,287 | 254,938,112 | 267,963,995 |
대차대조표 12
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | $1.63B | $2.72B | $3.15B | $3.92B | |
| Goodwill | $1.14B | $1.14B | $1.14B | $1.14B | $1.78B | $1.78B | $1.78B | $1.78B | $1.37B | $2.27B | $2.27B | $2.27B | |
| Total Assets | $417.20B | $390.83B | $372.41B | $334.33B | $386.94B | $365.95B | $334.76B | $298.15B | $281.76B | $261.63B | $251.91B | $253.38B | |
| Short-term Debt | $400M | $300M | $250M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $406.30B | $382.56B | $365.52B | $329.23B | $366.19B | $343.25B | $315.07B | $283.80B | $264.44B | $247.15B | $238.29B | $237.64B | |
| Long-term Debt | $5.87B | $5.86B | $5.70B | $6.33B | $6.33B | $6.33B | $6.13B | $5.69B | $5.12B | $5.12B | $5.32B | $5.27B | |
| Total Debt | $400M | $300M | $250M | $500M | $300M | · | $300M | · | $450M | · | · | · | |
| Retained Earnings | $8.39B | $7.64B | $4.78B | $5.92B | $9.58B | $8.69B | $8.85B | $8.55B | $8.40B | $7.04B | $6.47B | $6.02B | |
| AOCI | $-4.06B | $-5.04B | $-3.48B | $-6.35B | $6.44B | $8.93B | $5.67B | $407M | $3.23B | $1.57B | $845M | $3.10B | |
| Stockholders' Equity | $10.91B | $8.27B | $6.89B | $5.10B | $19.91B | $22.70B | $19.69B | $14.35B | $17.32B | $14.48B | $13.62B | $15.74B | |
| Liabilities + Equity | $417.20B | $390.83B | $372.41B | $334.33B | $386.94B | $365.95B | $334.76B | $298.15B | $281.76B | $261.63B | $251.91B | $253.38B | |
| Shares Outstanding | 190,051,477 | 170,380,646 | 169,666,137 | 169,220,511 | 177,193,515 | 192,329,691 | 196,668,532 | 205,862,760 | 218,090,114 | 226,335,105 | 243,835,893 | 256,551,440 |
현금 흐름 11
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $-167M | $-2.01B | $-2.07B | $3.61B | $-217M | $534M | $-2.69B | $1.94B | $788M | $1.27B | $2.24B | $2.53B | |
| Investing Cash Flow | $-4.01B | $821M | $-3.33B | $-11.65B | $-3.58B | $-9.48B | $-5.50B | $-5.82B | $-4.19B | $-3.67B | $-4.22B | $-1.80B | |
| Debt Issued | $495M | $346M | $0 | $296M | $0 | $1.29B | $744M | $1.09B | · | $395M | $298M | · | |
| Net Debt Issued | $195M | $246M | $-500M | $-4M | · | $193M | $436M | $557M | · | $-205M | $48M | $-500M | |
| Stock Issued | $825M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | $0 | $0 | $550M | $1.10B | $275M | $550M | $900M | $725M | $879M | $900M | $650M | |
| Net Stock Activity | $825M | $0 | $0 | $-550M | $-1.10B | $-275M | $-550M | $-900M | $-725M | $-879M | $-900M | $-650M | |
| Dividends Paid | $325M | $307M | $305M | $310M | $319M | $311M | $303M | $289M | $262M | $238M | $204M | $170M | |
| Financing Cash Flow | $7.88B | $3.62B | $5.43B | $8.77B | $4.71B | $8.09B | $8.40B | $4.59B | $2.31B | $1.97B | $1.21B | $834M | |
| Net Change in Cash | $3.70B | $2.44B | $22M | $731M | $904M | · | · | · | $-1.09B | $-424M | $-773M | $1.55B | |
| Taxes Paid | $84M | $0 | $0 | $-54M | $1M | $22M | $260M | $90M | $170M | $197M | $215M | $254M |
수익성 4
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 6.5% | 17.8% | -6.5% | -11.9% | 7.3% | 2.9% | 5.1% | 10.0% | 14.6% | 8.9% | 8.5% | 11.2% | |
| Pretax Margin | 7.3% | 21.8% | -9.9% | -15.1% | 8.5% | 2.4% | 5.3% | 11.5% | 7.9% | 10.9% | 10.5% | 14.7% | |
| ROA | 0.29% | 0.86% | -0.21% | -0.68% | 0.37% | 0.14% | 0.28% | 0.57% | 0.77% | 0.46% | 0.46% | 0.62% | |
| ROE | 12.3% | 37.9% | -14.9% | -61.0% | 6.8% | 2.3% | 4.5% | 11.2% | 12.4% | 7.7% | 8.2% | 9.7% |
유동성 및 지급능력 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | · | 0.0 | · | 0.0 | · | · | · |
효율성 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
성장률 10
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.2% | 58.4% | -38.1% | 6.2% | 1.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.1% | 1.4% | -12.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.87% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -68.3% | · | · | -61.0% | 679.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -9.2% | -2.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 17.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -64.1% | · | · | -64.1% | 657.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -4.7% | -4.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 0.88% | · | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 14
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $18.21B | $18.44B | $11.64B | $18.81B | $17.71B | $17.44B | $17.26B | $16.42B | $14.26B | $13.33B | $13.57B | $13.55B | |
| Net Income TTM | $1.18B | $3.27B | $-752M | $1.36B | $3.78B | $499M | $886M | $1.64B | $2.08B | $1.19B | $1.15B | $1.51B | |
| Market Cap | $8.46B | $5.40B | $4.58B | $5.20B | $12.10B | $9.68B | $11.61B | $10.56B | $16.76B | $15.00B | $12.26B | $14.80B | |
| Enterprise Value | · | · | · | · | · | · | · | · | $15.59B | · | · | · | |
| P/E | 7.6 | 1.7 | -5.5 | 3.9 | 3.4 | 19.7 | 13.5 | 6.9 | 8.3 | 13.2 | 11.1 | 10.2 | |
| P/S | 0.5 | 0.3 | 0.4 | 0.3 | 0.7 | 0.6 | 0.7 | 0.6 | 1.2 | 1.1 | 0.9 | 1.1 | |
| P/B | 0.8 | 0.7 | 0.7 | 1.1 | 0.6 | 0.4 | 0.6 | 0.7 | 1.0 | 1.0 | 0.9 | 0.9 | |
| P / Tangible Book | 0.9 | 0.8 | 0.8 | 1.3 | 0.7 | 0.5 | · | · | · | · | · | · | |
| P / Cash Flow | -50.7 | -2.7 | -2.2 | 1.3 | 80.1 | 18.1 | -4.3 | 5.4 | 21.3 | 11.8 | 5.5 | 5.9 | |
| EV / Revenue | · | · | · | · | · | · | · | · | 1.1 | · | · | · | |
| Dividend Yield | 3.8% | 5.7% | 6.7% | 6.0% | 2.6% | 3.2% | 2.6% | 2.7% | 1.6% | 1.6% | 1.7% | 1.1% | |
| Earnings Yield | 13.1% | 58.1% | -18.2% | 25.3% | 29.2% | 5.1% | 7.4% | 14.4% | 12.0% | 7.6% | 9.0% | 9.8% | |
| Payout Ratio | 27.6% | 9.4% | -40.6% | -13.8% | 22.7% | 62.3% | 34.2% | 17.6% | 12.6% | 20.0% | 17.7% | 11.2% | |
| Annual Payout | $325M | $307M | $305M | $310M | $319M | $311M | $303M | $289M | $262M | $238M | $204M | $170M |
손익계산서 8
| 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 | $4.54B | $5.31B | $4.92B | $4.55B | $4.04B | $4.69B | $5.06B | $4.11B | $5.15B | $4.12B | $699M | $4.20B | $2.93B | $3.81B | $3.84B | $4.67B | |
| Pretax Income | $1.64B | $-246M | $915M | $524M | $848M | $-949M | $2.10B | $-703M | $1.10B | $1.53B | $-1.61B | $1.03B | $602M | $-1.17B | $984M | $-2.13B | |
| Income Tax | $311M | $-74M | $160M | $79M | $149M | $-227M | $415M | $-175M | $201M | $306M | $-379M | $181M | $91M | $-289M | $172M | $-350M | |
| Net Income | $1.33B | $-172M | $755M | $445M | $699M | $-722M | $1.69B | $-528M | $895M | $1.22B | $-1.24B | $853M | $511M | $-881M | $812M | $-1.78B | |
| EPS (Basic) | $6.85 | $-1.08 | $4.32 | $2.15 | $3.88 | $-4.41 | $9.79 | $-3.29 | $5.18 | $6.98 | $-7.34 | $4.82 | $2.95 | $-5.35 | $4.98 | $-10.46 | |
| EPS (Diluted) | $6.72 | $-1.10 | $4.32 | $2.12 | $3.80 | $-4.41 | $9.66 | $-3.29 | $5.11 | $6.93 | $-7.28 | $4.79 | $2.94 | $-5.37 | $5.03 | $-10.47 | |
| Shares (Basic) | 192,862,677 | 191,891,461 | -356,648,437 | 190,826,396 | 177,175,326 | 171,321,440 | -340,846,489 | 170,773,438 | 170,620,161 | 170,049,994 | -339,022,460 | 169,645,881 | 169,581,636 | 169,357,846 | -343,955,498 | 169,706,526 | |
| Shares (Diluted) | 196,418,594 | 196,496,544 | -362,931,703 | 194,304,105 | 180,602,665 | 174,087,020 | -344,495,757 | 172,848,870 | 172,892,566 | 171,834,746 | -341,134,514 | 170,890,502 | 170,497,507 | 170,485,160 | -347,536,747 | 171,095,360 |
대차대조표 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | $1.14B | |
| Total Assets | $429.80B | $406.16B | $417.20B | $415.27B | $399.06B | $382.90B | $390.83B | $396.84B | $384.53B | $383.38B | · | $338.41B | $348.61B | $343.14B | · | $324.68B | |
| Short-term Debt | $400M | $400M | · | $0 | $0 | $0 | · | $300M | $450M | $503M | · | · | · | · | · | · | |
| Total Liabilities | $418.45B | $395.95B | $406.30B | $404.82B | $389.52B | $374.70B | $382.56B | $387.83B | $376.58B | $375.83B | · | $335.21B | $342.79B | $336.41B | · | $322.47B | |
| Long-term Debt | $6.46B | $5.97B | $6.26B | $5.77B | $5.77B | $5.87B | · | $5.90B | $5.72B | $5.73B | · | · | · | · | · | · | |
| Total Debt | $400M | $400M | · | $0 | $0 | $0 | · | $300M | $450M | $503M | · | · | · | · | · | $6.46B | |
| Retained Earnings | $9.32B | $8.09B | $8.39B | $7.73B | $7.41B | $6.81B | $7.64B | $6.05B | $6.69B | $5.89B | · | $6.10B | $5.36B | $4.94B | · | $6.31B | |
| AOCI | $-4.58B | $-4.47B | $-4.06B | $-3.84B | $-4.39B | $-4.31B | $-5.04B | $-2.68B | $-4.37B | $-3.95B | · | $-8.48B | $-5.10B | $-3.75B | · | $-8.63B | |
| Stockholders' Equity | $11.35B | $10.21B | $10.91B | $10.45B | $9.55B | $8.19B | $8.27B | $9.01B | $7.95B | $7.55B | $6.89B | $3.20B | $5.82B | $6.73B | $5.10B | $2.22B | |
| Liabilities + Equity | $429.80B | $406.16B | $417.20B | $415.27B | $399.06B | $382.90B | $390.83B | $396.84B | $384.53B | $383.38B | · | $338.41B | $348.61B | $343.14B | · | $324.68B | |
| Shares Outstanding | 191,425,371 | 191,209,768 | 190,051,477 | 189,920,627 | 189,570,904 | 170,695,166 | 170,380,646 | 170,341,467 | 170,188,487 | 170,016,887 | 169,666,137 | 169,658,271 | 169,630,880 | 169,537,759 | 169,220,511 | 169,214,493 |
현금 흐름 9
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $-558M | $138M | $233M | $-1.14B | $1.01B | $-272M | $222M | $-27M | $-859M | $-1.34B | $-1.87B | $46M | $522M | $-774M | $594M | $307M | |
| Investing Cash Flow | $2.58B | $-3.45B | $-3.91B | $2.21B | $-266M | $-2.05B | $-717M | $-702M | $601M | $1.64B | $-714M | $-1.44B | $-857M | $-325M | $-1.78B | $-3.11B | |
| Debt Issued | $494M | $250M | $495M | $0 | $0 | $0 | $0 | $0 | $-1M | $347M | $0 | $0 | $0 | $0 | $0 | $-1M | |
| Net Debt Issued | · | $100M | · | · | · | $-300M | · | · | · | $300M | · | · | · | · | · | · | |
| Stock Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $50M | |
| Dividends Paid | $86M | $86M | $86M | $86M | $76M | $77M | $77M | $77M | $76M | $77M | $76M | $76M | $76M | $77M | $76M | $77M | |
| Financing Cash Flow | $800M | $1.16B | $2.51B | $2.45B | $2.11B | $801M | $283M | $1.27B | $1.61B | $461M | $3.42B | $153M | $337M | $1.52B | $3.06B | $2.71B | |
| Net Change in Cash | $2.82B | $-2.16B | $-1.17B | $3.52B | $2.86B | $-1.52B | $-212M | $538M | $1.35B | $757M | $836M | $-1.24B | $2M | $423M | · | · |
수익성 4
| 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 | 29.3% | -3.2% | · | 9.8% | 17.3% | -15.4% | · | -12.8% | 17.4% | 29.7% | · | 20.3% | 17.4% | -23.1% | · | -53.6% | |
| Pretax Margin | 36.2% | -4.6% | · | 11.5% | 21.0% | -20.2% | · | -17.1% | 21.3% | 37.1% | · | 24.6% | 20.5% | -30.7% | · | -65.4% | |
| ROA | 0.32% | -0.04% | · | 0.11% | 0.18% | -0.19% | · | -0.14% | 0.24% | 0.34% | · | 0.26% | 0.15% | -0.25% | · | -0.73% | |
| ROE | 12.8% | -1.9% | · | 4.6% | 8.0% | -9.2% | · | -8.6% | 13.0% | 17.1% | · | 31.5% | 6.8% | -8.2% | · | -22.0% |
유동성 및 지급능력 2
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | · | · | · | · | 2.9 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 2.9 |
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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $18.45B | $18.60B | · | $17.40B | $18.00B | $18.07B | · | $17.58B | $16.40B | $15.06B | · | $15.17B | $15.64B | $18.29B | · | $20.20B | |
| Net Income TTM | $2.30B | $250M | · | $-106M | $344M | $867M | · | $2.44B | $3.48B | $1.71B | · | $504M | $-2.12B | $-1.80B | · | $1.25B | |
| Market Cap | $6.77B | $6.79B | · | $7.66B | $6.56B | $6.13B | · | $5.37B | $5.29B | $5.43B | · | $4.19B | $4.37B | $3.81B | · | $7.43B | |
| P/E | 3.1 | 86.6 | · | -22.7 | 28.6 | 8.3 | · | 2.3 | 1.6 | 3.4 | · | 10.1 | -2.0 | -2.1 | · | 6.6 | |
| P/S | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.3 | 0.3 | 0.2 | · | 0.4 | |
| P/B | 0.6 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.6 | 0.7 | 0.7 | · | 1.3 | 0.8 | 0.6 | · | 3.4 | |
| P / Tangible Book | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.7 | 0.8 | 0.8 | · | 2.0 | 0.9 | 0.7 | · | 6.9 | |
| P / Cash Flow | · | 49.2 | · | · | · | -22.5 | · | · | · | -4.0 | · | · | · | -4.9 | · | · | |
| Earnings Yield | 32.6% | 1.1% | · | -4.4% | 3.5% | 12.1% | · | 43.0% | 63.6% | 29.1% | · | 9.9% | -49.7% | -48.6% | · | 15.0% | |
| Payout Ratio | · | -50.0% | · | · | · | -10.7% | · | · | · | 6.3% | · | · | · | -8.7% | · | · |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| 매출 | $18.21B | $18.44B | $11.64B | $18.81B | — |
| 순이익 | $1.18B | $3.27B | $-752M | $1.36B | — |
| 희석 EPS | $5.83 | $18.41 | $-4.92 | $7.78 | — |
대차대조표
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 | 0.0 | 0.0 | 0.0 | 0.1 | — |
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기관 투자자 (13F) 695개의 제출자 · $4.0B 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 |
|---|---|---|---|---|
| 92 (-1 이전 분기 대비) | 67 (-15 이전 분기 대비) | 229 (-4 이전 분기 대비) | 191 (+4 이전 분기 대비) | +33.6M |
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 |
|---|---|---|---|---|
| Bain Capital Prairie, LLC | $663,148,219 | 18,759,497 | 16.67% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $368,601,732 | 10,427,206 | 9.26% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $295,067,935 | 8,347,042 | 7.42% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $285,458,125 | 8,075,195 | 7.17% | 주식 |
| STATE STREET CORP | $215,857,776 | 6,106,302 | 5.42% | 주식 |
| JENNISON ASSOCIATES LLC | $107,418,962 | 3,038,726 | 2.70% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $96,561,586 | 2,730,807 | 2.43% | 주식 |
| NORGES BANK | $80,982,396 | 2,290,874 | 2.04% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $77,539,377 | 2,193,476 | 1.95% | 주식 |
| PRINCIPAL FINANCIAL GROUP INC | $75,534,184 | 2,136,752 | 1.90% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $67,954,012 | 1,922,320 | 1.71% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $52,706,002 | 1,490,976 | 1.32% | 주식 |
| HSBC HOLDINGS PLC | $52,366,460 | 1,483,049 | 1.32% | 주식 |
| FIRST TRUST ADVISORS LP | $50,971,663 | 1,441,914 | 1.28% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $50,407,651 | 1,425,959 | 1.27% | 주식 |
| Balyasny Asset Management L.P. | $48,924,117 | 1,383,992 | 1.23% | 주식 |
| D. E. Shaw & Co., Inc. | $45,628,543 | 1,290,765 | 1.15% | 주식 |
| ALGEBRIS (UK) LTD | $44,811,438 | 1,271,655 | 1.13% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $38,611,002 | 1,092,249 | 0.97% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32,041,240 | 906,400 | 0.81% | 풋 옵션 |
| UBS Group AG | $26,380,362 | 746,262 | 0.66% | 주식 |
| Caisse de depot et placement du Quebec | $26,148,112 | 739,692 | 0.66% | 주식 |
| Quantinno Capital Management LP | $25,915,183 | 733,102 | 0.65% | 주식 |
| Jain Global LLC | $25,282,355 | 715,201 | 0.64% | 주식 |
| Gotham Asset Management, LLC | $25,017,513 | 707,709 | 0.63% | 주식 |
| GOLDMAN SACHS GROUP INC | $25,013,243 | 707,588 | 0.63% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $24,731,708 | 699,624 | 0.62% | 주식 |
| Hudson Bay Capital Management LP | $24,533,395 | 694,014 | 0.62% | 주식 |
| Allspring Global Investments Holdings, LLC | $22,149,283 | 611,352 | 0.56% | 주식 |
| Advisors Capital Management, LLC | $21,914,177 | 619,920 | 0.55% | 주식 |
| Cander Asset Management LP | $21,833,539 | 617,639 | 0.55% | 주식 |
| Interval Partners, LP | $21,507,682 | 608,421 | 0.54% | 주식 |
| Miller Value Partners, LLC | $21,321,706 | 603,160 | 0.54% | 주식 |
| Public Sector Pension Investment Board | $20,669,039 | 584,697 | 0.52% | 주식 |
| CITADEL ADVISORS LLC | $19,452,398 | 550,280 | 0.49% | 주식 |
| LPL Financial LLC | $18,921,963 | 535,275 | 0.48% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $18,800,509 | 531,839 | 0.47% | 주식 |
| BANK OF AMERICA CORP /DE/ | $18,700,256 | 529,003 | 0.47% | 주식 |
| MetLife Investment Management, LLC | $18,043,559 | 510,426 | 0.45% | 주식 |
| Schonfeld Strategic Advisors LLC | $17,738,133 | 501,786 | 0.45% | 주식 |
| AMERIPRISE FINANCIAL INC | $17,305,132 | 489,537 | 0.43% | 주식 |
| CITADEL ADVISORS LLC | $17,264,940 | 488,400 | 0.43% | 풋 옵션 |
| CITADEL ADVISORS LLC | $14,917,700 | 422,000 | 0.37% | 콜 옵션 |
| Focus Partners Wealth | $13,714,483 | 387,962 | 0.34% | 주식 |
| SEI INVESTMENTS CO | $13,225,640 | 374,134 | 0.33% | 주식 |
| Prana Capital Management, LP | $13,127,435 | 371,356 | 0.33% | 주식 |
| Fideuram Asset Management (Ireland) dac | $12,841,999 | 366,956 | 0.32% | 주식 |
| First Eagle Investment Management, LLC | $12,328,313 | 348,750 | 0.31% | 주식 |
| RHUMBLINE ADVISERS | $12,195,105 | 344,983 | 0.31% | 주식 |
| Swiss National Bank | $12,135,655 | 343,300 | 0.30% | 주식 |
| JANE STREET GROUP, LLC | $11,435,725 | 323,500 | 0.29% | 풋 옵션 |
| &PARTNERS | $10,945,696 | 309,681 | 0.28% | 주식 |
| JUPITER ASSET MANAGEMENT LTD | $10,719,994 | 303,253 | 0.27% | 주식 |
| Man Group plc | $10,626,776 | 300,616 | 0.27% | 주식 |
| California Public Employees Retirement System | $10,517,261 | 297,518 | 0.26% | 주식 |
| CHURCHILL MANAGEMENT Corp | $10,389,390 | 300,271 | 0.26% | 주식 |
| Squarepoint Ops LLC | $10,209,221 | 288,804 | 0.26% | 주식 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10,162,453 | 287,481 | 0.26% | 주식 |
| Legal & General Group Plc | $9,298,501 | 263,041 | 0.23% | 주식 |
| JANE STREET GROUP, LLC | $9,003,857 | 254,706 | 0.23% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $8,650,513 | 244,710 | 0.22% | 주식 |
| Cubist Systematic Strategies, LLC | $7,956,371 | 197,282 | 0.20% | 주식 |
| Cordgrass Capital Advisors, LLC | $7,761,623 | 219,565 | 0.20% | 주식 |
| OSAIC HOLDINGS, INC. | $7,140,320 | 201,960 | 0.18% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $7,058,359 | 198,827 | 0.18% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7,040,928 | 198,336 | 0.18% | 주식 |
| Access Investment Management LLC | $6,946,275 | 196,500 | 0.17% | 주식 |
| Congress Wealth Management LLC / DE / | $6,912,491 | 199,783 | 0.17% | 주식 |
| Illinois Municipal Retirement Fund | $6,627,065 | 187,470 | 0.17% | 주식 |
| COMMONWEALTH EQUITY SERVICES, LLC | $6,483,497 | 183,409 | 0.16% | 주식 |
| Parallax Volatility Advisers, L.P. | $6,189,785 | 175,100 | 0.16% | 풋 옵션 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5,771,630 | 163,271 | 0.15% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $5,715,671 | 161,688 | 0.14% | 주식 |
| Bridgewater Associates, LP | $5,661,939 | 160,168 | 0.14% | 주식 |
| Entropy Technologies, LP | $5,646,774 | 159,739 | 0.14% | 주식 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $5,585,441 | 158,004 | 0.14% | 주식 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5,582,967 | 157,934 | 0.14% | 주식 |
| WOLVERINE TRADING, LLC | $5,579,434 | 137,900 | 0.14% | 콜 옵션 |
| BlackRock, Inc. | $5,537,790 | 156,656 | 0.14% | 주식 |
| PRUDENTIAL FINANCIAL INC | $5,496,607 | 155,491 | 0.14% | 주식 |
| Robeco Institutional Asset Management B.V. | $5,423,999 | 153,437 | 0.14% | 주식 |
| ALGERT GLOBAL LLC | $5,214,443 | 147,509 | 0.13% | 주식 |
| CAPITAL FUND MANAGEMENT S.A. | $5,069,897 | 143,420 | 0.13% | 주식 |
| ENVESTNET ASSET MANAGEMENT INC | $5,018,337 | 141,961 | 0.13% | 주식 |
| CI INVESTMENTS INC. | $4,809,968 | 136,067 | 0.12% | 주식 |
| JANE STREET GROUP, LLC | $4,782,855 | 135,300 | 0.12% | 콜 옵션 |
| WOLVERINE TRADING, LLC | $4,648,854 | 114,900 | 0.12% | 풋 옵션 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4,623,462 | 130,791 | 0.12% | 주식 |
| Allianz Asset Management GmbH | $4,567,927 | 129,220 | 0.11% | 주식 |
| Loudon Investment Management, LLC | $4,454,241 | 126,004 | 0.11% | 주식 |
| NISA INVESTMENT ADVISORS, LLC | $4,276,855 | 120,986 | 0.11% | 주식 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4,061,008 | 114,880 | 0.10% | 주식 |
| MORGAN STANLEY | $3,981,471 | 112,630 | 0.10% | 주식 |
| ROYCE & ASSOCIATES LP | $3,972,527 | 112,377 | 0.10% | 주식 |
| CAPTRUST FINANCIAL ADVISORS | $3,890,788 | 110,065 | 0.10% | 주식 |
| Vanguard Global Advisers, LLC | $3,842,828 | 108,708 | 0.10% | 주식 |
| BARCLAYS PLC | $3,785,278 | 107,080 | 0.10% | 주식 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $3,678,178 | 82,600 | 0.09% | 주식 |
| JONES FINANCIAL COMPANIES LLLP | $3,648,452 | 99,359 | 0.09% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $3,566,815 | 100,900 | 0.09% | 풋 옵션 |
회사 내부자 77 명의 내부자 · 49 임원 · 27 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Ellen Cooper | Chairman, President & CEO | 2026년 2월 19일 A | 768,244 | 0 | 0 | $0 |
| Jon A Boscia | Chairman & CEO | 2007년 4월 27일 A | 67,835 | 0 | 0 | $0 |
| John Gotta | EVP & CEO-LNL | 2006년 3월 9일 F | 92,353 | 0 | 0 | $0 |
| Randal J Freitag | EVP & CFO | 2022년 2월 27일 F | 288,331 | 0 | 0 | $0 |
| Richard C Vaughan | EVP & Chief Financial Officer | 2004년 3월 31일 A | 47,502 | 0 | 0 | $0 |
| Wilford H. Fuller | President - LFGD | 2021년 2월 21일 F | 219,850 | 0 | 0 | $0 |
| Mark E Konen | President - Ins. Sol. and Ann. | 2017년 2월 24일 F | 112,439 | 0 | 0 | $0 |
| Charles C Cornello | President - Ret. Plan Svs. | 2015년 2월 25일 F | 99,033 | 0 | 0 | $0 |
| Patrick P Coyne | President-Del. Inv. | 2009년 8월 3일 F | 17,512 | 0 | 0 | $0 |
| Williams Michael Tallett | President-LNUK | 2009년 8월 3일 F | 29,302 | 0 | 0 | $0 |
| Terrence James Mullen | President-LFD | 2008년 9월 8일 S | 26,811 | 0 | 0 | $0 |
| Westley V Thompson | President-Employer Markets | 2008년 8월 6일 M | 113,363 | 0 | 0 | $0 |
| Jude T Driscoll | President-Del. Inv. | 2006년 6월 30일 I | 19,912 | 0 | 0 | $0 |
| Theresa M Stone | President-Lincoln Fin'l Media | 2006년 4월 3일 A | 15,325 | 0 | 0 | $0 |
| Warren H May | President-LFD | 2006년 4월 3일 A | 6,251 | 0 | 0 | $0 |
| Curtis W. Chesney | EVP, President of Annuities | 2026년 8월 17일 G | 21,984 | 0 | 0 | $0 |
| Sean Woodroffe | EVP, Ch Ppl Comms Ent Srvc Off | 2026년 8월 17일 S | 119,947 | 0 | 5 | $-2,634,458 |
| Craigt T Beazer | EVP & General Counsel | 2026년 6월 5일 S | 103,906 | 0 | 1 | $-1,033,500 |
| Andrew Rallis | EVP, Chief Risk Officer | 2026년 6월 1일 F | 162,530 | 0 | 0 | $0 |
| John Christopher Kennedy | EVP, Chief Dist. & Brand Off | 2026년 5월 24일 F | 125,557 | 0 | 1 | $-155,364 |
| Jennifer Charters | EVP, Chief Information Officer | 2026년 3월 13일 P | 37,796 | 1 | 0 | $9,783 |
| Nilanjan Adhya | EVP Chf AI Data Analytics Off | 2026년 2월 19일 A | 19,951 | 0 | 0 | $0 |
| John G Morriss | EVP, Chief Investment Officer | 2026년 2월 19일 A | 27,614 | 0 | 0 | $0 |
| Brian Kroll | EVP, Head of Life & Annuities | 2026년 2월 19일 A | 70,536 | 0 | 1 | $-260,015 |
| James Waltman Reid | EVP, Pres. Workplace Solutions | 2026년 2월 19일 A | 177,838 | 0 | 1 | $-127,520 |
| Adam M Cohen | CAO | 2026년 2월 19일 A | 39,259 | 0 | 0 | $0 |
| Jayson R Bronchetti | EVP, Chief Investment Officer | 2025년 5월 26일 F | 77,220 | 0 | 0 | $0 |
| Kenneth S. Solon | EVP & Chief Information Ofc. | 2024년 5월 7일 F | 149,624 | 0 | 0 | $0 |
| Matthew Grove | EVP, Pres. Retail Solutions | 2024년 2월 21일 A | 138,793 | 0 | 0 | $0 |
| Jennifer Warne Krow | EVP, Chief People Officer | 2023년 2월 19일 F | 30,400 | 0 | 0 | $0 |
| Jamie Ohl | EVP, President Wrkplc Sols | 2022년 2월 27일 F | 65,706 | 0 | 0 | $0 |
| Christine A Janofsky | CAO | 2021년 8월 17일 A | 13,058 | 0 | 0 | $0 |
| Lisa Buckingham | EVP, Ch Pple Place Brand Off | 2021년 2월 21일 F | 85,928 | 0 | 0 | $0 |
| Leon E Roday | EVP & General Counsel | 2020년 12월 4일 S | 0 | 0 | 0 | $0 |
| Richard L. Mucci | EVP, President GP | 2019년 2월 27일 A | 37,164 | 0 | 0 | $0 |
| Raj Chakraborty | EVP & Chief Digital Officer | 2018년 2월 21일 A | 29,751 | 0 | 0 | $0 |
| Kirkland L Hicks | EVP & General Counsel | 2018년 2월 21일 A | 42,102 | 0 | 0 | $0 |
| Douglas N Miller | SVP & CAO | 2016년 3월 14일 S | 10,960 | 0 | 0 | $0 |
| Adam Grey Ciongoli | EVP & General Counsel | 2015년 6월 2일 M | 98,889 | 0 | 0 | $0 |
| Robert W Dineen | Vice Chair.-LFN | 2013년 2월 22일 F | 143,809 | 0 | 0 | $0 |
| Frederick John Crawford | EVP & Head Corp Dev & Inv | 2011년 5월 2일 S | 121,602 | 0 | 0 | $0 |
| Nicole S Jones | SVP & General Counsel | 2011년 2월 23일 A | 35,436 | 0 | 0 | $0 |
| Heather Case Dzielak | CMO-SVP, Marketing | 2010년 8월 2일 F | 13,163 | 0 | 0 | $0 |
| Dennis L Schoff | SVP & General Counsel | 2009년 8월 3일 F | 77,198 | 0 | 0 | $0 |
| Elizabeth Laws Reeves | SVP & CHRO | 2008년 3월 10일 F | 36,534 | 0 | 0 | $0 |
| Barbara S Kowalczyk | SVP CP&D | 2007년 6월 22일 A | 101,287 | 0 | 0 | $0 |
| Jason Glazier | SVP & CTO | 2006년 2월 22일 M | 4,394 | 0 | 0 | $0 |
| George E Davis | SVP Human Resources | 2004년 3월 31일 A | 40,398 | 0 | 0 | $0 |
| Casey J Trumble | SVP & Chief Accounting Officer | 2004년 3월 11일 A | 847 | 0 | 0 | $0 |
| Dale Lefebvre | 이사 | 2026년 6월 30일 A | — | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
행동주의자 및 5% 이상 소유자 2 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 |
|---|---|---|---|---|---|
| Bain Capital Prairie, LLC ×2 제출 서류 | 2026년 8월 12일 | 9.80% | 수정본 | — | SEC |
| Lincoln National Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Investments Corporation ×3 제출 서류 | 2026년 5월 18일 | 65.58% | 수정본 | — | 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 117 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 |
|---|---|---|---|---|
| PJFM · PGIM ETF Trust | 2.18% | 10,281 NS | 2026년 5월 29일 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 1.89% | 273,861 SH | 2026년 8월 8일 | 일간 |
| KBWD · Invesco Exchange-Traded Fund Trust … | 1.72% | 157,377 SH | 2026년 8월 8일 | 일간 |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1.70% | 10,052 SH | 2026년 8월 8일 | 일간 |
| RWJ · Invesco Exchange-Traded Fund Trust … | 1.54% | 703,914 SH | 2026년 8월 8일 | 일간 |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1.52% | 106,429 SH | 2026년 8월 8일 | 일간 |
| VMAX · Lattice Strategies Trust | 1.47% | 18,086 NS | 2026년 4월 30일 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1.26% | 359,142 NS | 2026년 4월 30일 | N-PORT |
| SIXS · EXCHANGE TRADED CONCEPTS TRUST | 1.14% | 41,015 NS | 2026년 5월 31일 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1.03% | 260,262 | 2026년 8월 8일 | 일간 |
| VAMO · Cambria ETF Trust | 0.89% | 19,527 NS | 2026년 4월 30일 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.88% | 58,589 SH | 2026년 8월 8일 | 일간 |
| IJS · iShares Trust | 0.82% | 1,458,914 SH | 2026년 8월 8일 | 일간 |
| CVY · Invesco Exchange-Traded Fund Trust | 0.82% | 22,113 SH | 2026년 8월 8일 | 일간 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.64% | 361,109 SH | 2026년 8월 8일 | 일간 |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.60% | 34,343 NS | 2026년 4월 30일 | N-PORT |
| IAK · iShares Trust | 0.59% | 70,276 SH | 2026년 8월 8일 | 일간 |
| HIDV · AB Active ETFs, Inc. | 0.59% | 32,099 NS | 2026년 5월 31일 | N-PORT |
| DVY · iShares Trust | 0.57% | 2,877,045 SH | 2026년 8월 8일 | 일간 |
| VRP · Invesco Exchange-Traded Fund Trust … | 0.51% | 15,396,000 | 2026년 8월 8일 | 일간 |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.51% | 725,559 | 2026년 8월 8일 | 일간 |
| AUSF · Global X Funds | 0.48% | 114,484 NS | 2026년 5월 31일 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.47% | 26,339 SH | 2026년 8월 8일 | 일간 |
| ABCS · EA Series Trust | 0.47% | 1,500 NS | 2026년 5월 29일 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.41% | 815,907 NS | 2026년 4월 30일 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.38% | 84,706 NS | 2026년 4월 30일 | N-PORT |
| IJR · iShares Trust | 0.36% | 8,547,054 SH | 2026년 8월 8일 | 일간 |
| NUSC · Nushares ETF Trust | 0.33% | 112,349 NS | 2026년 4월 30일 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.33% | 595,055 SH | 2026년 8월 8일 | 일간 |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.29% | 102,515 NS | 2026년 4월 30일 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.27% | 983,756 NS | 2026년 4월 30일 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.27% | 330,000 | 2026년 8월 8일 | 일간 |
| SAA · ProShares Trust | 0.26% | 2,023 NS | 2026년 5월 31일 | N-PORT |
| XJR · iShares Trust | 0.26% | 10,352 SH | 2026년 8월 8일 | 일간 |
| PFF · iShares Trust | 0.25% | 1,223,256 SH | 2026년 8월 8일 | 일간 |
| DFVE · DoubleLine ETF Trust | 0.23% | 1,804 NS | 2026년 3월 31일 | N-PORT |
| ITAN · EA Series Trust | 0.22% | 5,633 NS | 2026년 5월 29일 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0.21% | 6,410,000 | 2026년 8월 8일 | 일간 |
| ISCV · iShares Trust | 0.20% | 30,320 SH | 2026년 8월 8일 | 일간 |
| GSY · Invesco Actively Managed Exchange-T… | 0.19% | 7,383,000 | 2026년 8월 8일 | 일간 |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.18% | 6,637 NS | 2026년 4월 30일 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.17% | 28,548 NS | 2026년 4월 30일 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.17% | 29,281 NS | 2026년 5월 31일 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.17% | 103,732 NS | 2026년 4월 30일 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.14% | 525,295 NS | 2026년 4월 30일 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.14% | 2,784,424 SH | 2026년 8월 8일 | 일간 |
| VFVA · VANGUARD WELLINGTON FUND | 0.13% | 30,238 SH | 2026년 8월 8일 | 일간 |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 68,958 NS | 2026년 4월 30일 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.13% | 812,261 NS | 2026년 5월 31일 | N-PORT |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.12% | 3,630,000 | 2026년 8월 8일 | 일간 |