NBTB NBT Bancorp Inc. - Common Stock
NBT Bancorp Inc. - Common Stock 정보 위키백과 회사 개요
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
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NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
History
Founded in 1856 by Warren Newton (former contractor for the Erie and Chenango canals), Isaac Newton (Warren's brother), and James H. Smith (NBT Bank's first President), NBT Bank was first a state-chartered bank called the Bank of Norwich. The bank's first board meeting was held on March 3, 1856 at the law office of Warren and Isaac Newton. The bank opened for business on July 15, 1856 in a storefront on South Main Street.
On June 28, 1865, the bank received a national charter (which it holds to this day) and changed its name to the National Bank of Norwich. In 1918, NBT Bank was one of the first national banks in New York State to apply for and receive trust powers under a Federal Reserve Act and established a Trust Department. In 1925, NBT Bank changed its name a second time to better reflect its expanded services. Over the years, the area served by NBT Bank expanded and in 1989 the bank changed its name for the third time to The National Bank and Trust Company without "of Norwich." In 1995, the bank changed its name for the fourth time to NBT Bank, N.A. (The "N.A." stands for "National Association" and is used primarily in formal or legal contexts.) At the same time, NBT Bank introduced its current logo featuring a blue star and red lettering.
In 2016, NBT Bank celebrated its 160th year in business and published an updated history of the bank to commemorate this milestone.
Mergers and acquisitions
NBT Bank completed its first acquisitions in the 1930s. Since that time, the bank has continued to grow through bank and branch acquisitions as well as through organic expansion.
Since 2000, NBT Bank acquired the following banks: LA Bank based in Scranton, Pennsylvania in 2000; Pioneer American Bank based in Carbondale, Pennsylvania in 2000; First National Bank of Northern New York based in Norfolk, New York in 2001; Central National Bank based in Canajoharie, New York in 2001; City National Bank and Trust Company based in Gloversville, New York in 2005; Hampshire First Bank based in Manchester, New Hampshire in 2012; and Alliance Bank based in Syracuse, New York in 2013. The merger with Alliance Bank was completed on March 8, 2013 and is NBT Bank's largest to date. In December 2022, NBT announced that it will acquire the Connecticut-based Salisbury Bancorp in an equity transaction valued at $204 million. The deal for Salisbury Bancorp closed in August 2023 for $204 million and Salisbury Bank President and CEO Richard J. Cantele Jr. was named to the NBT Bank board of directors and executive management team.
NBT acquired Evans Bank of Williamsville, NY on May 2, 2025. The merger extended NBT’s branch network into the Western Region of New York with the addition of 14 banking offices in the Buffalo area and 4 locations in greater Rochester.
Naming rights
NBT Bank owns the naming rights to NBT Bank Stadium in Syracuse, New York.
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NBTB 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
NBTB 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 1일 | $0.3700 |
| 2026년 3월 2일 | $0.3700 |
| 2025년 12월 1일 | $0.3700 |
| 2025년 8월 29일 | $0.3700 |
| 2025년 6월 2일 | $0.3400 |
| 2025년 3월 3일 | $0.3400 |
| 2024년 12월 2일 | $0.3400 |
| 2024년 8월 30일 | $0.3400 |
| 2024년 6월 3일 | $0.3200 |
| 2024년 2월 29일 | $0.3200 |
| 2023년 11월 30일 | $0.3200 |
| 2023년 8월 31일 | $0.3200 |
| 2023년 5월 31일 | $0.3000 |
| 2023년 2월 28일 | $0.3000 |
| 2022년 11월 30일 | $0.3000 |
| 2022년 8월 31일 | $0.3000 |
| 2022년 5월 31일 | $0.2800 |
| 2022년 2월 28일 | $0.2800 |
| 2021년 11월 30일 | $0.2800 |
| 2021년 8월 31일 | $0.2800 |
NBTB 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
- 적극 매수 2 15.4%
- 매수 5 38.5%
- 보유 6 46.2%
- 매도 0 0.0%
- 적극 매도 0 0.0%
12개월 목표 주가
6 명의 애널리스트 · 2026-08-19실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $1.01 | $1.04 | -0.03% |
| 2026년 3월 31일 | $0.97 | $1.00 | -0.03% |
| 2025년 12월 31일 | $1.05 | $1.01 | 0.04% |
| 2025년 9월 30일 | $1.05 | $0.99 | 0.06% |
| 2025년 6월 30일 | $0.88 | $0.83 | 0.05% |
| 2025년 3월 31일 | $0.80 | $0.76 | 0.04% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | — |
| FBK | $2.89B | 22.8 | 22.9% | 21.9% | 7.0% | — |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | — |
| TRMK | $2.30B | 10.5 | 42.6% | 28.0% | 10.7% | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| FRME | — | — | — | — | — | — |
| CUBI | — | — | — | — | — | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 10
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Interest Expense | · | · | $145M | $22M | $19M | $33M | $56M | $39M | $26M | $23M | |
| Interest Income | $711M | $612M | $523M | $384M | $340M | $348M | $368M | $344M | $309M | $287M | |
| Pretax Income | $219M | $179M | $153M | $196M | $200M | $133M | $155M | $137M | $128M | $119M | |
| Income Tax | $50M | $39M | $35M | $44M | $45M | $29M | $34M | $24M | $46M | $40M | |
| Net Income | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| EPS (Basic) | $3.34 | $2.98 | $2.67 | $3.54 | $3.57 | $2.39 | $2.76 | $2.58 | $1.89 | $1.81 | |
| EPS (Diluted) | $3.33 | $2.97 | $2.65 | $3.52 | $3.54 | $2.37 | $2.74 | $2.56 | $1.87 | $1.80 | |
| Shares (Basic) | 50,651,000 | 47,165,000 | 44,528,000 | 42,917,000 | 43,421,000 | 43,693,000 | 43,815,000 | 43,701,000 | 43,575 | 43,244 | |
| Shares (Diluted) | 50,875,000 | 47,433,000 | 44,770,000 | 43,181,000 | 43,719,000 | 43,989,000 | 44,124,000 | 44,020,000 | 43,905 | 43,622 |
대차대조표 18
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $673M | $217M | $181M | $160M | $149M | |
| PP&E (Net) | $99M | $81M | $81M | $69M | $72M | $74M | $76M | $79M | $81M | $84M | |
| PP&E (Gross) | $280M | $253M | $243M | $190M | $184M | $180M | $180M | $177M | $179M | $177M | |
| Accum. Depreciation | $181M | $172M | $163M | $121M | $112M | $106M | $104M | $98M | $98M | $93M | |
| Goodwill | $453M | $363M | $362M | $281M | $281M | $281M | $275M | $275M | $268M | $265M | |
| Intangibles | $58M | $36M | $40M | $7M | $9M | $12M | $12M | $16M | $13M | $16M | |
| Total Assets | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B | |
| Short-term Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Total Liabilities | $14.10B | $12.26B | $11.88B | $10.57B | $10.76B | $9.75B | $8.60B | $8.54B | $8.18B | $7.95B | |
| Long-term Debt | · | · | · | · | · | · | · | $74M | $89M | $104M | |
| Total Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Common Stock | $591.0K | $540.0K | $540.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | |
| Paid-in Capital | $965M | $743M | $741M | $578M | $577M | $578M | $577M | $575M | $574M | $575M | |
| Retained Earnings | $1.20B | $1.10B | $1.02B | $958M | $856M | $749M | $696M | $621M | $544M | $502M | |
| Treasury Stock | $183M | $175M | $177M | $173M | $160M | $140M | $134M | $136M | $138M | $142M | |
| AOCI | $-83M | $-142M | $-161M | $-190M | $-23M | $417.0K | $-19M | $-43M | $-22M | $-22M | |
| Stockholders' Equity | $1.90B | $1.53B | $1.43B | $1.17B | $1.25B | $1.19B | $1.12B | $1.02B | $958M | $913M | |
| Liabilities + Equity | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B |
현금 흐름 16
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $6M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $24M | $9M | $6M | $-20M | $864.0K | $-17M | $-2M | $3M | $4M | $4M | |
| Amort. of Intangibles | $12M | $8M | $5M | $2M | $3M | $3M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $235M | $189M | $157M | $183M | $159M | $145M | $153M | $148M | $137M | $111M | |
| CapEx | $16M | $12M | $9M | $7M | $8M | $8M | $7M | $7M | $7M | $3M | |
| Investing Cash Flow | $169M | $-399M | $-44M | $-926M | $-548M | $-713M | $-64M | $-418M | $-305M | $-630M | |
| Debt Issued | · | · | · | · | · | · | $11M | $25M | $25M | $24M | |
| Net Debt Issued | · | · | · | · | · | · | $-10M | $-15M | $-15M | $-26M | |
| Stock Repurchased | $10M | $251.0K | $5M | $15M | $22M | $8M | $0 | $0 | $0 | $17M | |
| Net Stock Activity | $-10M | $-251.0K | $-5M | $-15M | $-22M | $-8M | · | $0 | $0 | $-17M | |
| Dividends Paid | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M | |
| Financing Cash Flow | $-201M | $289M | $-105M | $-329M | $985M | $1.02B | $-53M | $291M | $179M | $528M | |
| Net Change in Cash | · | · | · | · | · | · | · | $21M | $10M | $9M | |
| Taxes Paid | $25M | $23M | $28M | $63M | $46M | $46M | $28M | $32M | $34M | $41M | |
| Free Cash Flow | $219M | $177M | $148M | $176M | $150M | $134M | $147M | $140M | $130M | $106M | |
| Levered FCF | · | · | $36M | $159M | $135M | $109M | $103M | $109M | $114M | $91M |
수익성 4
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 92.5% | 84.9% | 82.1% | 100.9% | 102.6% | 74.1% | 90.0% | 89.3% | 20.3% | 20.6% | |
| Pretax Margin | 120.0% | 108.3% | 106.0% | 130.2% | 132.3% | 94.4% | 115.6% | 108.7% | 31.7% | 31.2% | |
| ROA | 1.1% | 1.0% | 0.95% | 1.3% | 1.4% | 1.0% | 1.3% | 1.2% | 0.91% | 0.92% | |
| ROE | 9.1% | 9.2% | 8.5% | 13.1% | 12.4% | 8.9% | 10.9% | 11.2% | 8.6% | 8.6% |
유동성 및 지급능력 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.3 | 0.5 | 0.1 | 0.1 | 0.6 | 0.9 | 0.8 | 0.7 |
효율성 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
성장률 10
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.4% | 14.5% | -3.9% | -0.23% | 7.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.7% | 3.1% | 0.90% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 12.1% | 12.1% | -24.7% | -0.56% | 49.4% | · | · | · | · | · | |
| EPS CAGR 3Y | -1.8% | -5.7% | 3.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.0% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.3% | 18.4% | -21.9% | -1.9% | 48.4% | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.6% | -3.2% | 4.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.2% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 6
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Net Income TTM | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| P/E | 12.5 | 16.1 | 15.8 | 12.3 | 10.9 | 13.5 | 14.8 | 13.5 | 19.7 | 23.3 | |
| Earnings Yield | 8.0% | 6.2% | 6.3% | 8.1% | 9.2% | 7.4% | 6.8% | 7.4% | 5.1% | 4.3% | |
| Payout Ratio | 42.9% | 44.3% | 47.0% | 32.7% | 30.8% | 45.2% | 38.0% | 38.4% | 48.8% | 49.6% | |
| Annual Payout | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M |
손익계산서 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $52M | · | $42M | $32M | $19M | · | $5M | |
| Interest Income | $186M | $183M | $189M | $190M | $178M | $154M | $158M | $156M | $151M | $147M | $151M | $137M | $121M | $114M | $109M | $99M | |
| Pretax Income | $69M | $67M | $70M | $72M | $31M | $47M | $46M | $49M | $42M | $43M | $40M | $32M | $39M | $43M | $47M | $50M | |
| Income Tax | $16M | $16M | $14M | $17M | $8M | $10M | $10M | $11M | $9M | $9M | $9M | $7M | $9M | $10M | $11M | $11M | |
| Net Income | $53M | $51M | $56M | $54M | $23M | $37M | $36M | $38M | $33M | $34M | $30M | $25M | $30M | $34M | $36M | $39M | |
| EPS (Basic) | $1.02 | $0.98 | $1.07 | $1.04 | $0.45 | $0.78 | $0.76 | $0.81 | $0.69 | $0.72 | $0.65 | $0.54 | $0.70 | $0.78 | $0.84 | $0.91 | |
| EPS (Diluted) | $1.02 | $0.98 | $1.09 | $1.03 | $0.44 | $0.77 | $0.77 | $0.80 | $0.69 | $0.71 | $0.63 | $0.54 | $0.70 | $0.78 | $0.84 | $0.90 | |
| Shares (Basic) | 51,981,000 | 52,123,000 | -99,594,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,313,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,434,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,907,000 | 42,838,000 | |
| Shares (Diluted) | 51,981,000 | 52,123,000 | -99,370,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,045,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,192,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,643,000 | 42,838,000 |
대차대조표 16
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $98M | $100M | $99M | $99M | $96M | $82M | $81M | $80M | $79M | $80M | · | $83M | $67M | $68M | · | $69M | |
| PP&E (Gross) | · | · | $280M | · | · | · | $253M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $181M | · | · | · | $172M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $453M | $453M | $453M | $454M | $454M | $363M | $363M | $362M | $362M | $362M | $362M | $360M | $281M | $281M | $281M | $281M | |
| Intangibles | $51M | $54M | $58M | $61M | $64M | $34M | $36M | $36M | $37M | $39M | $40M | $43M | $6M | $7M | $7M | $8M | |
| Total Assets | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | $13.31B | $13.83B | $11.89B | $11.84B | $11.74B | $11.64B | |
| Short-term Debt | $316M | $118M | $148M | $139M | $113M | $86M | $163M | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Total Liabilities | $14.27B | $14.29B | $14.10B | $14.26B | $14.21B | $12.30B | $12.26B | $12.32B | $12.04B | $12.00B | · | $12.46B | $10.68B | $10.63B | · | $10.48B | |
| Total Debt | $316M | $118M | · | $139M | $113M | $86M | · | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Common Stock | $591.0K | $591.0K | $591.0K | $591.0K | $591.0K | $540.0K | $540.0K | $540.0K | $540.0K | $540.0K | · | $540.0K | $497.0K | $497.0K | · | $497.0K | |
| Paid-in Capital | $966M | $966M | $965M | $964M | $963M | $741M | $743M | $743M | $742M | $741M | · | $741M | $578M | $578M | · | $578M | |
| Retained Earnings | $1.26B | $1.23B | $1.20B | $1.16B | $1.13B | $1.12B | $1.10B | $1.08B | $1.06B | $1.04B | · | $1.01B | $997M | $980M | · | $935M | |
| Treasury Stock | $196M | $194M | $183M | $173M | $174M | $175M | $175M | $176M | $176M | $176M | · | $177M | $175M | $173M | · | $173M | |
| AOCI | $-89M | $-87M | $-83M | $-99M | $-109M | $-122M | $-142M | $-126M | $-163M | $-164M | $-161M | $-208M | $-190M | $-174M | $-190M | $-184M | |
| Stockholders' Equity | $1.94B | $1.91B | $1.90B | $1.85B | $1.81B | $1.57B | $1.53B | $1.52B | $1.46B | $1.44B | $1.43B | $1.36B | $1.21B | $1.21B | $1.17B | $1.16B | |
| Liabilities + Equity | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | · | $13.83B | $11.89B | $11.84B | · | $11.64B |
현금 흐름 12
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $871.0K | $3M | $647.0K | $2M | $873.0K | $2M | $837.0K | $964.0K | $2M | $2M | $965.0K | $825.0K | $847.0K | $2M | $581.0K | $670.0K | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $458.0K | $536.0K | $538.0K | $544.0K | |
| Operating Cash Flow | $62M | $53M | $66M | $81M | $46M | $42M | $49M | $52M | $51M | $37M | $36M | $55M | $45M | $22M | $30M | $51M | |
| CapEx | $1M | $4M | $4M | $6M | $2M | $4M | $4M | $4M | $1M | $2M | $3M | $3M | $1M | $1M | $2M | $2M | |
| Investing Cash Flow | $-429M | $-6M | $-36M | $-14M | $332M | $-113M | $-148M | $-58M | $-180M | $-13M | $48M | $67M | $-83M | $-76M | $-227M | $-142M | |
| Stock Repurchased | $3M | $11M | $10M | $0 | $0 | $0 | $0 | $0 | $188.0K | $63.0K | $0 | $2M | $3M | $0 | $0 | $0 | |
| Net Stock Activity | · | $-11M | · | · | · | $0 | · | · | · | $-63.0K | · | · | · | $0 | · | · | |
| Dividends Paid | $19M | $19M | $19M | $19M | $18M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $13M | |
| Financing Cash Flow | $-54M | $182M | $-183M | $32M | $-91M | $41M | $-100M | $281M | $18M | $90M | $-551M | $350M | $10M | $86M | $74M | $-111M | |
| Taxes Paid | $17M | $3M | $8M | $16.0K | $15M | $2M | $6M | $8M | $6M | $4M | $973.0K | $5M | $6M | $15M | $21M | $18M | |
| Free Cash Flow | · | $49M | · | · | · | $38M | · | · | · | $34M | · | · | · | $20M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $6M | · | · |
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 | 28.4% | 27.7% | · | 29.3% | 13.2% | 23.8% | · | 25.8% | 23.3% | 24.1% | · | 18.2% | 24.8% | 26.6% | · | 29.6% | |
| Pretax Margin | 37.0% | 36.1% | · | 38.6% | 17.9% | 30.5% | · | 33.1% | 29.9% | 30.7% | · | 23.5% | 32.0% | 34.2% | · | 38.3% | |
| ROA | 0.33% | 0.34% | · | 0.36% | 0.15% | 0.27% | · | 0.28% | 0.26% | 0.27% | · | 0.19% | 0.25% | 0.28% | · | 0.33% | |
| ROE | 2.8% | 2.9% | · | 3.2% | 1.4% | 2.4% | · | 2.6% | 2.5% | 2.5% | · | 1.9% | 2.5% | 2.8% | · | 3.2% |
유동성 및 지급능력 1
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.4 | 0.5 | 0.4 | · | 0.1 |
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) 5
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | |
| Net Income TTM | $181M | $165M | · | $152M | $130M | $141M | · | $129M | $121M | $122M | · | $127M | $140M | $150M | · | $153M | |
| P/E | 14.2 | 13.2 | · | 13.7 | 15.4 | 14.4 | · | 16.1 | 14.6 | 13.4 | · | 10.9 | 9.8 | 9.7 | · | 10.7 | |
| Earnings Yield | 7.0% | 7.6% | · | 7.3% | 6.5% | 6.9% | · | 6.2% | 6.8% | 7.4% | · | 9.2% | 10.2% | 10.3% | · | 9.3% | |
| Payout Ratio | · | 37.6% | · | · | · | 43.7% | · | · | · | 44.6% | · | · | · | 38.2% | · | · |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| 매출 | $183M | — | — | $166M | — |
| 순이익 | $169M | — | — | $141M | — |
| 희석 EPS | $3.33 | — | — | $2.97 | — |
대차대조표
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 | 0.1 | — | — | 0.1 | — |
현금 흐름
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $219M | — | — | $177M | — |
트레이딩 시그널 진입 가격 및 위험/보상 비율을 포함한 최근 매수/매도 신호
나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목
중요한 지표를 선택하세요 — 위 전체 기본 재무제표의 아무 행 옆에 있는 ➕를 클릭하세요.
선택 항목이 저장되어 모든 티커에서 유지됩니다.
기관 투자자 (13F) 303개의 제출자 · $1.1B 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 |
|---|---|---|---|---|
| 35 (-22 이전 분기 대비) | 38 (+18 이전 분기 대비) | 87 (-9 이전 분기 대비) | 84 (+8 이전 분기 대비) | +825K |
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 PORTFOLIO MANAGEMENT LLC | $170,303,691 | 3,449,538 | 15.67% | 주식 |
| STATE STREET CORP | $134,853,711 | 2,731,491 | 12.41% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $113,132,991 | 2,291,533 | 10.41% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $111,325,647 | 2,254,925 | 10.24% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $59,190,904 | 1,198,659 | 5.45% | 주식 |
| FMR LLC | $33,979,248 | 688,257 | 3.13% | 주식 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $31,979,295 | 647,745 | 2.94% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $31,071,059 | 629,351 | 2.86% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30,196,864 | 611,644 | 2.78% | 주식 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $28,580,978 | 578,914 | 2.63% | 주식 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27,632,241 | 559,697 | 2.54% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $25,666,624 | 519,883 | 2.36% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $16,978,738 | 343,908 | 1.56% | 주식 |
| Bank of New York Mellon Corp | $15,541,380 | 314,794 | 1.43% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $11,889,382 | 240,822 | 1.09% | 주식 |
| CITADEL ADVISORS LLC | $10,135,464 | 205,296 | 0.93% | 주식 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9,352,307 | 189,433 | 0.86% | 주식 |
| Public Sector Pension Investment Board | $8,822,567 | 178,703 | 0.81% | 주식 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7,632,659 | 155,230 | 0.70% | 주식 |
| ProShare Advisors LLC | $7,268,992 | 147,235 | 0.67% | 주식 |
| COMMONWEALTH EQUITY SERVICES, LLC | $6,680,446 | 135,314 | 0.61% | 주식 |
| RHUMBLINE ADVISERS | $6,495,443 | 131,567 | 0.60% | 주식 |
| FIRST TRUST ADVISORS LP | $6,285,097 | 127,306 | 0.58% | 주식 |
| Edgestream Partners, L.P. | $6,172,386 | 125,023 | 0.57% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6,030,200 | 122,143 | 0.55% | 주식 |
| Ceredex Value Advisors LLC | $5,808,381 | 117,650 | 0.53% | 주식 |
| Savant Capital, LLC | $5,741,300 | 126,428 | 0.53% | 주식 |
| Swiss National Bank | $5,025,866 | 101,800 | 0.46% | 주식 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4,828,340 | 96,029 | 0.44% | 주식 |
| GOLDMAN SACHS GROUP INC | $4,553,695 | 92,236 | 0.42% | 주식 |
| Schonfeld Strategic Advisors LLC | $4,517,946 | 91,512 | 0.42% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $4,189,489 | 84,859 | 0.39% | 주식 |
| Legal & General Group Plc | $3,935,282 | 79,710 | 0.36% | 주식 |
| AMERIPRISE FINANCIAL INC | $3,907,487 | 79,147 | 0.36% | 주식 |
| Qube Research & Technologies Ltd | $3,843,849 | 77,858 | 0.35% | 주식 |
| Empowered Funds, LLC | $3,809,044 | 77,153 | 0.35% | 주식 |
| BANK OF AMERICA CORP /DE/ | $3,664,143 | 74,218 | 0.34% | 주식 |
| PL Capital Advisors, LLC | $3,605,491 | 73,030 | 0.33% | 주식 |
| D. E. Shaw & Co., Inc. | $3,492,236 | 70,736 | 0.32% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $2,742,365 | 64,405 | 0.25% | 주식 |
| PRUDENTIAL FINANCIAL INC | $2,686,518 | 54,416 | 0.25% | 주식 |
| LPL Financial LLC | $2,559,778 | 51,849 | 0.24% | 주식 |
| Baird Financial Group, Inc. | $2,249,742 | 45,569 | 0.21% | 주식 |
| MGO ONE SEVEN LLC | $2,139,202 | 43,330 | 0.20% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2,123,678 | 49,875 | 0.20% | 주식 |
| Quantinno Capital Management LP | $2,104,281 | 42,622 | 0.19% | 주식 |
| Connor, Clark & Lunn Investment Management Ltd. | $2,071,368 | 41,956 | 0.19% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $2,003,237 | 40,576 | 0.18% | 주식 |
| INTECH INVESTMENT MANAGEMENT LLC | $1,969,221 | 39,887 | 0.18% | 주식 |
| BlackRock, Inc. | $1,898,770 | 38,460 | 0.17% | 주식 |
| Linden Thomas Advisory Services, LLC | $1,779,887 | 36,052 | 0.16% | 주식 |
| Horizon Advisory Services, Inc. | $1,717,138 | 34,781 | 0.16% | 주식 |
| Members Advisory Group LLC | $1,654,981 | 33,522 | 0.15% | 주식 |
| MetLife Investment Management, LLC | $1,490,135 | 30,183 | 0.14% | 주식 |
| Cetera Investment Advisers | $1,458,033 | 29,533 | 0.13% | 주식 |
| Financial Engines Advisors L.L.C. | $1,453,058 | 29,432 | 0.13% | 주식 |
| TOMPKINS FINANCIAL CORP | $1,406,354 | 28,486 | 0.13% | 주식 |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1,374,708 | 27,845 | 0.13% | 주식 |
| MISSION WEALTH MANAGEMENT, LP | $1,337,718 | 27,096 | 0.12% | 주식 |
| Illinois Municipal Retirement Fund | $1,335,014 | 27,041 | 0.12% | 주식 |
| Arax Advisory Partners | $1,330,966 | 26,959 | 0.12% | 주식 |
| Horizon Investments, LLC | $1,326,424 | 26,867 | 0.12% | 주식 |
| XTX Topco Ltd | $1,322,079 | 26,779 | 0.12% | 주식 |
| Vanguard Global Advisers, LLC | $1,321,684 | 26,771 | 0.12% | 주식 |
| IFP Advisors, Inc | $1,235,929 | 25,034 | 0.11% | 주식 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1,178,709 | 23,875 | 0.11% | 주식 |
| FRANKLIN RESOURCES INC | $1,172,439 | 23,748 | 0.11% | 주식 |
| Louisiana State Employees Retirement System | $1,125,636 | 22,800 | 0.10% | 주식 |
| PNC Financial Services Group, Inc. | $1,102,926 | 22,340 | 0.10% | 주식 |
| WELLS FARGO & COMPANY/MN | $1,098,976 | 22,260 | 0.10% | 주식 |
| Rafferty Asset Management, LLC | $1,081,845 | 21,913 | 0.10% | 주식 |
| Rosenthal | Henry Capital Advisors, Inc. | $1,045,409 | 21,175 | 0.10% | 주식 |
| Invesco Ltd. | $1,009,024 | 20,438 | 0.09% | 주식 |
| JANUS HENDERSON GROUP PLC | $992,889 | 23,310 | 0.09% | 주식 |
| Geneos Wealth Management Inc. | $953,236 | 19,308 | 0.09% | 주식 |
| NEW YORK STATE COMMON RETIREMENT FUND | $902,829 | 18,287 | 0.08% | 주식 |
| Note Advisors, LLC | $891,008 | 18,048 | 0.08% | 주식 |
| MORGAN STANLEY | $867,343 | 17,568 | 0.08% | 주식 |
| Beacon Pointe Advisors, LLC | $866,148 | 17,544 | 0.08% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $852,077 | 17,259 | 0.08% | 주식 |
| CAPTRUST FINANCIAL ADVISORS | $798,652 | 16,177 | 0.07% | 주식 |
| Mariner, LLC | $795,494 | 16,113 | 0.07% | 주식 |
| OSAIC HOLDINGS, INC. | $787,731 | 15,953 | 0.07% | 주식 |
| Financial Planning Hawaii, Inc. | $762,223 | 15,439 | 0.07% | 주식 |
| Police & Firemen's Retirement System of New Jersey | $754,966 | 15,292 | 0.07% | 주식 |
| LEIGH BALDWIN & CO., LLC | $741,455 | 15,018 | 0.07% | 주식 |
| CWM, LLC | $741,430 | 17,413 | 0.07% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $740,550 | 15,000 | 0.07% | 콜 옵션 |
| PEOPLES FINANCIAL SERVICES CORP. | $740,400 | 15,000 | 0.07% | 주식 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $739,168 | 14,972 | 0.07% | 주식 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $722,283 | 14,630 | 0.07% | 주식 |
| ARIZONA STATE RETIREMENT SYSTEM | $690,785 | 13,992 | 0.06% | 주식 |
| YOUSIF CAPITAL MANAGEMENT, LLC | $686,589 | 13,907 | 0.06% | 주식 |
| Washington Trust Advisors, Inc. | $672,716 | 13,626 | 0.06% | 주식 |
| Fenimore Asset Management Inc | $659,336 | 13,355 | 0.06% | 주식 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $646,056 | 13,086 | 0.06% | 주식 |
| Entropy Technologies, LP | $645,217 | 13,069 | 0.06% | 주식 |
| NISA INVESTMENT ADVISORS, LLC | $639,736 | 12,958 | 0.06% | 주식 |
| IEQ CAPITAL, LLC | $628,501 | 12,730 | 0.06% | 주식 |
| Community Bank, N.A. | $613,100 | 12,421 | 0.06% | 주식 |
회사 내부자 51 명의 내부자 · 14 임원 · 17 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Scott Allen Kingsley | President & CEO NBT Bancorp | 2026년 3월 23일 A | 57,936 | 0 | 0 | $0 |
| Annette L Burns | EVP & Chief Financial Officer | 2026년 3월 23일 A | 24,313 | 0 | 0 | $0 |
| John V Moran | EVP & Chief Financial Officer | 2020년 3월 23일 A | 6,362 | 0 | 0 | $0 |
| Joseph R Stagliano | SEVP & President of NBT Bank | 2026년 3월 23일 F | 85,446 | 0 | 0 | $0 |
| Ruth H Mahoney | EVP/President of Wealth Mgmt | 2026년 7월 29일 S | 11,928 | 0 | 2 | $-477,350 |
| Sarah A Halliday | EVP/Chief Comm Innovation Off | 2026년 7월 29일 S | 22,054 | 0 | 1 | $-486,360 |
| Martin Randolph Sparks | EVP,General Counsel,Secretary | 2026년 6월 12일 S | 14,463 | 0 | 2 | $-156,768 |
| Cynthia A Smaniotto | EVP, Chief HR Officer | 2026년 5월 15일 F | 17,747 | 0 | 0 | $0 |
| Amy Wiles | EVP, Chief Risk and Credit | 2026년 5월 15일 F | 27,161 | 0 | 1 | $-202,768 |
| Shaunastar Hyle | EVP, Retail Community Banking | 2026년 3월 23일 A | 29,298 | 0 | 0 | $0 |
| Angela M Kelley | EVP,General Counsel,Secretary | 2020년 3월 23일 A | 3,860 | 0 | 0 | $0 |
| Catherine Scarlett | EVP, Chief HR & Ethics Officer | 2020년 1월 15일 F | 57,225 | 0 | 0 | $0 |
| Matthew K Durkee | EVP / President of New England | 2020년 1월 15일 F | 31,471 | 0 | 0 | $0 |
| Timothy Brenner | EVP & President Wealth Mgmt | 2020년 1월 15일 F | 58,115 | 0 | 0 | $0 |
| Heidi M Hoeller | 이사 | 2026년 6월 12일 S | 11,560 | 0 | 1 | $-100,884 |
| John H Watt JR | 이사 | 2026년 6월 9일 S | 54,010 | 0 | 1 | $-995,820 |
| Andrew S Kowalczyk III | 이사 | 2026년 5월 21일 A | 13,642 | 0 | 0 | $0 |
| Jason David Brown | 이사 | 2026년 5월 19일 A | 8,414 | 0 | 0 | $0 |
| Johanna R Ames | 이사 | 2026년 5월 19일 A | 7,593 | 0 | 0 | $0 |
| Matthew J Salanger | 이사 | 2026년 5월 19일 A | 28,116 | 0 | 0 | $0 |
| Daniel V Robinson II | 이사 | 2026년 5월 19일 A | 21,755 | 0 | 0 | $0 |
| David J Nasca | 이사 | 2026년 5월 19일 A | 71,705 | 0 | 0 | $0 |
| Richard J Cantele JR | 이사 | 2026년 5월 19일 A | 58,106 | 0 | 0 | $0 |
| Martin A Dietrich | 이사 | 2026년 5월 19일 A | 112,294 | 0 | 0 | $0 |
| Timothy E Delaney | 이사 | 2026년 5월 19일 A | 52,935 | 5 | 0 | $2,444,166 |
| John C Mitchell | 이사 | 2020년 5월 19일 A | 34,727 | 0 | 0 | $0 |
| Jack H Webb | 이사 | 2016년 12월 19일 G | 55,340 | 0 | 0 | $0 |
| Lowell A Seifter | 이사 | 2013년 3월 25일 A | 34,514 | 0 | 0 | $0 |
| Paul M Solomon | 이사 | 2013년 3월 25일 A | 61,895 | 0 | 0 | $0 |
| Andrew S Kowalczyk JR | 이사 | 2005년 5월 3일 A | 9,535 | 0 | 0 | $0 |
| Gene E Goldenziel | 이사 | 2004년 1월 26일 A | 77,280 | 0 | 0 | $0 |
| Michael J Chewens | — | 2015년 1월 16일 S | 38,290 | 0 | 0 | $0 |
| Sheldon F Prentice | — | 2015년 1월 15일 F | 19,177 | 0 | 0 | $0 |
| David E Raven | — | 2015년 1월 15일 F | 33,550 | 0 | 0 | $0 |
| Jeffrey M Levy | — | 2009년 1월 21일 A | 12,425 | 0 | 0 | $0 |
| Daryl R Forsythe | — | 2009년 1월 2일 S | 126,618 | 0 | 0 | $0 |
| Michael M Murphy | — | 2008년 11월 12일 S | 0 | 0 | 0 | $0 |
| William C Gumble | — | 2008년 11월 5일 S | 96,607 | 0 | 0 | $0 |
| Joseph G Nasser | — | 2008년 11월 3일 M | 28,100 | 0 | 0 | $0 |
| Robert A Wadsworth | — | 2008년 5월 1일 A | 3,953 | 0 | 0 | $0 |
| CIVIL PATRICIA T | — | 2008년 5월 1일 A | 7,470 | 0 | 0 | $0 |
| William L Owens | — | 2008년 5월 1일 A | 11,431 | 0 | 0 | $0 |
| Joseph A Santangelo | — | 2008년 5월 1일 A | 14,285 | 0 | 0 | $0 |
| Richard Chojnowski | — | 2008년 5월 1일 A | 271,966 | 0 | 0 | $0 |
| Janet H Ingraham | — | 2007년 10월 30일 A | 17,193 | 0 | 0 | $0 |
| Paul D Horger | — | 2007년 5월 1일 A | 17,384 | 0 | 0 | $0 |
| Peter B Gregory DDS | — | 2007년 5월 1일 A | 95,042 | 0 | 0 | $0 |
| Michael H Hutcherson | — | 2007년 5월 1일 A | 6,713 | 0 | 0 | $0 |
| Van Ness D Robinson | — | 2007년 2월 7일 S | 812,558 | 0 | 0 | $0 |
| Ronald M Bentley | — | 2006년 7월 28일 M | 550 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 72 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1.06% | 150,023 NS | 2026년 5월 31일 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.24% | 10,198 NS | 2026년 4월 30일 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0.22% | 24,541 NS | 2026년 4월 30일 | N-PORT |
| EBIT · Harbor ETF Trust | 0.21% | 561 NS | 2026년 4월 30일 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.18% | 48,913 NS | 2026년 4월 30일 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.17% | 103,001 NS | 2026년 5월 31일 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 18,967 NS | 2026년 4월 30일 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.11% | 347,050 NS | 2026년 4월 30일 | N-PORT |
| SAA · ProShares Trust | 0.11% | 627 NS | 2026년 5월 31일 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 13,973 NS | 2026년 4월 30일 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.07% | 913 NS | 2026년 4월 30일 | N-PORT |
| RSSL · Global X Funds | 0.07% | 22,192 NS | 2026년 4월 30일 | N-PORT |
| ITWO · ProShares Trust | 0.06% | 2,410 NS | 2026년 5월 31일 | N-PORT |
| SMDX · Tidal Trust III | 0.06% | 1,651 NS | 2026년 4월 30일 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.06% | 96,384 NS | 2026년 4월 30일 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.05% | 164,527 NS | 2026년 4월 30일 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.05% | 98,670 NS | 2026년 5월 31일 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.05% | 250,462 NS | 2026년 5월 31일 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.05% | 1,587 NS | 2026년 4월 30일 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 7,855 NS | 2026년 5월 31일 | N-PORT |
| UWM · ProShares Trust | 0.04% | 1,885 NS | 2026년 5월 31일 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.03% | 13,092 NS | 2026년 4월 30일 | N-PORT |
| URTY · ProShares Trust | 0.03% | 1,906 NS | 2026년 5월 31일 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.02% | 2,182 NS | 2026년 4월 30일 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.02% | 125,865 NS | 2026년 5월 31일 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 7,854 NS | 2026년 4월 30일 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 2,112 NS | 2026년 5월 31일 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.01% | 1,301 NS | 2026년 5월 31일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 124,253 NS | 2026년 4월 30일 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.01% | 38,513 NS | 2026년 4월 30일 | N-PORT |
| HDG · ProShares Trust | 0.01% | 48 NS | 2026년 5월 31일 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 5,748 NS | 2026년 4월 30일 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 19,545 NS | 2026년 5월 31일 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.01% | 22,493 NS | 2026년 5월 31일 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 3,672 NS | 2026년 4월 30일 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 14,031 NS | 2026년 4월 30일 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.00% | 1,140 NS | 2026년 5월 31일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 15,785 NS | 2026년 4월 30일 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 30,853 NS | 2026년 5월 31일 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 410 NS | 2026년 5월 31일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VB · VANGUARD INDEX FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VBR · VANGUARD INDEX FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VTI · VANGUARD INDEX FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 2026년 7월 30일 | 일간 |
| VIG · VANGUARD SPECIALIZED FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 2026년 7월 15일 | 일간 |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 2026년 7월 15일 | 일간 |
| VYM · VANGUARD WHITEHALL FUNDS | — | — | 2026년 7월 15일 | 일간 |