PGR Progressive Corporation (The) Common Stock
Progressive Corporation (The) Common Stock 정보 위키백과 회사 개요
The Progressive Corporation is an American insurance company headquartered in Mayfield, Ohio. It was co-founded in 1937 by Jack Green and Joseph M. Lewis. The company insures passenger vehicles, motorcycles, recreational vehicles (RVs), trailers, boats, personal water craft (PWC), and commercial vehicles. Progressive also provides home, life, pet, and other types of insurance through select companies.
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The Progressive Corporation is an American insurance company headquartered in Mayfield, Ohio. It was co-founded in 1937 by Jack Green and Joseph M. Lewis. The company insures passenger vehicles, motorcycles, recreational vehicles (RVs), trailers, boats, personal water craft (PWC), and commercial vehicles. Progressive also provides home, life, pet, and other types of insurance through select companies.
As of 2026, Progressive is the top private automotive insurer in the US, measured by the premiums written over a 12-month basis. The company was ranked #62 on the 2024 Fortune 500 list of the largest American corporations by total revenue.
History
Progressive was formed in 1937 by attorneys Jack Green and Joseph M. Lewis in Cleveland, Ohio, as Progressive Mutual Insurance Company. In 1956, the company found a niche by insuring more risky drivers. In 1965, Peter B. Lewis, son of Joseph Lewis, and his mother borrowed $2.5 million, pledging their majority stake as collateral, and completed a leveraged buyout of Progressive. In 1971, Progressive conducted an initial public offering (IPO) and became a publicly-traded company. In 1987, the sum of the company's written premiums surpassed $1 billion, and by 2016 that number reached $20 billion.
Progressive claims to have been the first auto insurance company to allow customers to purchase insurance policies over the phone in 1993, to have a website in 1995, and to have policies available for purchase online in 1997. Later, Progressive enabled customers to use mobile browsers and smartphone apps for rating and managing policies. It also reports to be the first to offer 24/7 claims reporting. On December 13, 2006, the company said earnings rose 58 percent in November as the company retained more of the premiums it collected because of comparisons to a month affected by Hurricane Katrina claims.
Segments
The company operates in three segments: personal lines, commercial auto, and other indemnity.
The personal lines segment writes insurance for private passenger automobiles, motorcycles, boats, and recreational vehicles through both an independent agency channel and a direct channel.
The commercial auto segment writes primary liability and physical damage insurance for automobiles and trucks owned by businesses primarily through an independent agency channel.
The other-indemnity segment provides professional liability insurance to community banks, principally directors, and officers liability insurance. It also provides insurance-related services, primarily providing policy issuance and claims adjusting services in 25 states for Commercial Auto Insurance Procedures/Plans.
Industry information
Progressive is the second-largest auto insurer in the United States as of the 2023 fiscal year, with 15.2% of the market, behind State Farm's share of 18.3%. Progressive primarily offers its services through the internet, by telephone or through independent insurance agents. Progressive’s agency business sells insurance through more than 30,000 independent insurance agents and progressiveagent.com where customers can quote their own policies and then contact an agent to complete the sale.
In December 2009, Progressive announced it was selling car insurance in Australia. Initially called Progressive Direct, it rebranded as Progressive in 2011, and later rebranded as PD Insurance in 2019.
Crash response
In September 2007, Progressive began to offer pet injury coverage, which provides coverage for dogs and cats that are injured in a crash and is included at no additional cost with collision coverage. Immediate response vehicles used by Progressive are specially modified Ford Explorers and Ford Escapes.
Advertising
Progressive's marketing campaign is known for offering quotes of its competitors along with its own quote.
Since 2008, many of Progressive's television advertisements have featured a character named Flo, played by actress Stephanie Courtney, who explains the benefits of Progressive Insurance. In December 2010, the company introduced the "Messenger", as a complementary campaign. He was played by John Jenkinson. The Flo universe also includes Jamie (Jim Cashman), an awkward fellow Progressive employee; and Bill and Tom, rival insurance salesmen from the figurative straw man "A. Nother Insurance Company." Bill and Tom were largely discontinued after Allstate filed a claim with the Better Business Bureau alleging that Progressive was making a false claim that they offered discounts that Allstate and other insurance providers did not.
In 2012, Progressive introduced another character, a personified box, voiced by Chris Parnell, representing the company's products. It is portrayed as having an entourage (including a personal trainer). Progressive later added more characters like Flobot, Mara (Natalie Palamides), Dr. Rick, and Motaur to its advertising series. In 2019, Progressive began the At Home with Baker Mayfield ad campaign during the National Football League season. The campaign featured the Cleveland Browns quarterback living with his wife in FirstEnergy Stadium. After he was traded to the Carolina Panthers in the 2022 offseason, Mayfield stated that the advertisements will end, calling it a "missed opportunity."
In 2022, Jon Hamm appeared in several TV commercials, as himself, unsuccessfully pursuing a romantic relationship with spokesperson Flo.
Products
According to a February 2011 Wall Street Journal article, Progressive has a leg up on its rivals in Pay As You Drive insurance, a form of vehicle insurance also generically known as usage-based insurance. Progressive has seven U.S. patents covering usage-based insurance methods and systems, with more patents pending. Progressive began working on the concept in the mid-1990s and continues to refine the concept and bring it to the mass market.
Snapshot is Progressive's Pay As You Drive, or usage-based insurance program. Snapshot is a voluntary discount program where drivers can save money on their car insurance by sharing their driving habits with Progressive. According to Progressive, Snapshot is best for people who drive less, in safer ways and during safer times of day. Snapshot customers can make changes to their driving habits that will lead to bigger discounts by checking their driving data and projected discount on progressive.com over the course of their initial policy period.
Drivers plug a device the size of a garage door opener into the on-board diagnostic (OBD) port of their car. The device records and sends the driving data to Progressive, and Progressive uses that information to calculate the rate. After 30 days, customers find out if they're eligible for a discount based on that 30-day "snapshot" of their driving habits. At the end of a six-month policy period, Progressive calculates the customer's renewal discount and customers return the device to Progressive. The company doesn't take into account how fast the car goes although it does take into account how fast and frequently the vehicle operator brakes. Snapshot is voluntary and customers can opt out at any time. The customer is charged up to $50.00 if they do not return the snapshot device to Progressive should they decide not to engage in the program after receiving it.
Snapshot is currently available in 45 states plus the District of Columbia. Because insurance is regulated at the state level, Snapshot is currently not available in Alaska, California, Hawaii, and North Carolina.
Corporate sponsorship and naming rights
In 1999, Progressive Auto Insurance was the title sponsor of the Super Bowl XXXIII halftime show.
In January 2008, Jacobs Field in Cleveland, Ohio, home of the Cleveland Guardians, was renamed Progressive Field. Progressive signed a 16-year contract for the naming rights, as well as sponsorship rights to become the Official Auto Insurer of the Cleveland Guardians. The agreement costs around $3.6 million per year. (Mayfield Village, Ohio, where the company is based, is a suburb of Cleveland.) Naming rights for Progressive were extended on April 3, 2024 for an additional 12 years until at least 2036, with an option to extend by 5 years to 2041 if the current lease on the ballpark was extended.
In March 2008, Progressive announced its title sponsorship of the Progressive Insurance Automotive X PRIZE and their funding of the $10 million prize purse. The Progressive Automotive X PRIZE is an international competition designed to inspire a new generation of viable, super fuel-efficient vehicles. The competition is open to teams from around the world that can design, build, and bring to market 100 MPGe (miles per gallon energy equivalent) vehicles. On December 14, 2010, the Gator Bowl Association announced that Progressive Insurance would become the title sponsor for the 2011 Gator Bowl college football bowl game. On September 24, 2019, Progressive became the official sponsor of Friday Night SmackDown broadcast on Fox. it will later serve as presenting sponsor for NXT on The CW. Starting in 2021, Progressive sponsored Sesame Street on PBS Kids, replacing Blue Lizard Australian Sunscreen. In 2025, Progressive sponsored the ‘’Rocket League Championship Series’’ to hold the naming rights for the RLCS 2025 season events, such as the Birmingham Major, Raleigh Major and the World Championship in Lyon-Decines.
NASCAR
In 2020, Progressive sponsored Roush Fenway Racing's No. 6 car for Ryan Newman at races at Atlanta and Pocono. In 2025, Progressive signed a deal to sponsor Joe Gibbs Racing's No. 11 car for Denny Hamlin for 18 races, replacing FedEx.
Motorcycle
International Motorcycle Shows (IMS): Title Sponsor, 2010—
Sturgis Motorcycle Rally in Sturgis, South Dakota: Title Sponsor, 2017—
Bikes, Blues and BBQ: Title Sponsor, 2015—
The Handbuilt Bike Show: Presenting Sponsor, 2018—
Laconia Motorcycle Week: Title Sponsor, 2012—
Leesburg Bikefest: Presenting Sponsor, 2014—
Motoblot: Presenting Sponsor, 2015—
Ohio Bike Week: Title Sponsor, 2016—
Boat
Progressive has been the Title Sponsor of the National Marine Manufacturers Association (NMMA) boat shows since 2012, and will maintain title sponsorship through at least 2022.
Fred Hall Shows: Title Sponsor, 2016—
LEMTA (Lake Erie Marine Trades Association): Title Sponsor, 2016—
Outdoors
Hay Days: Official Insurance Sponsor, 2018—
Quartzsite Sports, Vacation and RV Show: Official Insurance Sponsor, 2014—
Controversies
In 2002, the company settled with the State of Georgia in a class action lawsuit over diminished value claims brought by policyholders. Five years later, the company apologized after it was revealed they hired private investigators to infiltrate a church group and pose as congregation members to collect information on litigants seeking redress from the company. Another lawsuit was filed by the litigants over the affair against the company for invasion of privacy and fraud.
In 2009, Progressive was sued for allegedly deceiving policyholders by employing illegally operated, unlicensed body shops to make repairs on vehicles for their clients in order to save money. The court ruled in the company's favor on two of the counts and the other four were dropped, pending appeal.
In 2012, the company was widely criticized online for how it handled the claims filed by the family of Kaitlynn Fisher. The 24-year-old died when the car she was driving was hit by another that had run a red light in Baltimore. Progressive fought to avoid paying out the claim to Fisher's estate. Fisher's insurance policy with Progressive included coverage in the event of an accident with an underinsured driver. The underinsured driver was found to be negligent in a jury trial brought by the Fisher family, in which the Fisher family contended that Progressive provided legal assistance to the defense. In two followup statements, Progressive explained that they did not "serve as the attorney for the defendant in this case" and then clarified that "[a]s a defendant in this case, Progressive participated in the trial procedures on our own behalf." The company's position was that fault for the accident had not been clearly established, since three witnesses (the driver of the other car, that car's passenger, and Ms. Fisher's passenger) believed that Fisher had run a red light, and filed a motion to intervene to assert that she had been at fault, and therefore was not liable to pay the underinsured motorist claim. The lawyer for the Fisher family countered by noting that two of the three witnesses were not independent, saying "I have an issue with how they examined the evidence to abandon their insured" and introduced the idea the state insurance commissioner could find Progressive had acted in bad faith. As noted, Progressive lost the case and was ordered to pay the underinsured motorist claim in addition to a separate settlement with the Fisher family "to avoid a hearing before the state insurance commissioner."
Index memberships
S&P 500
S&P 1500 Super Comp
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PGR 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
PGR 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 2일 | $0.1000 |
| 2026년 4월 2일 | $0.1000 |
| 2026년 1월 2일 | $13.6000 |
| 2025년 10월 2일 | $0.1000 |
| 2025년 7월 3일 | $0.1000 |
| 2025년 4월 3일 | $0.1000 |
| 2025년 1월 10일 | $4.6000 |
| 2024년 10월 3일 | $0.1000 |
| 2024년 7월 3일 | $0.1000 |
| 2024년 4월 3일 | $0.1000 |
| 2024년 1월 18일 | $0.8500 |
| 2023년 10월 4일 | $0.1000 |
| 2023년 7월 6일 | $0.1000 |
| 2023년 4월 5일 | $0.1000 |
| 2023년 1월 5일 | $0.1000 |
| 2022년 10월 6일 | $0.1000 |
| 2022년 7월 6일 | $0.1000 |
| 2022년 4월 6일 | $0.1000 |
| 2022년 1월 6일 | $0.1000 |
| 2021년 12월 17일 | $1.5000 |
PGR 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
- 적극 매수 3 9.7%
- 매수 8 25.8%
- 보유 19 61.3%
- 매도 1 3.2%
- 적극 매도 0 0.0%
12개월 목표 주가
21 명의 애널리스트 · 2026-08-19실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $4.85 | $4.87 | -0.02% |
| 2026년 3월 31일 | $4.96 | $4.91 | 0.05% |
| 2025년 12월 31일 | $4.67 | $4.46 | 0.21% |
| 2025년 9월 30일 | $4.05 | $5.09 | -1.0% |
| 2025년 6월 30일 | $4.88 | $4.47 | 0.41% |
| 2025년 3월 31일 | $4.65 | $4.84 | -0.19% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| PGR | — | 11.8 | 16.3% | 12.9% | 40.5% | — |
| TRV | $63.09B | 10.6 | 5.2% | 12.9% | 20.6% | — |
| ALL | $54.12B | 5.5 | 5.6% | 15.2% | 39.5% | — |
| AIG | $46.04B | 15.8 | -1.8% | 11.6% | 7.4% | — |
| HIG | $38.16B | 10.3 | 6.9% | 13.5% | 21.4% | — |
| WRB | $26.45B | 15.8 | 7.8% | 12.1% | 19.7% | — |
| CINF | $25.38B | 10.8 | 11.4% | 18.9% | 16.0% | — |
| L | — | 13.2 | 5.4% | 9.0% | 9.3% | — |
| MKL | $27.06B | 12.7 | 4.7% | 13.6% | 11.9% | — |
| AIZ | — | — | — | — | — | — |
| CNA | $12.92B | 10.2 | 5.0% | 8.5% | 11.6% | — |
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 | $87.67B | $75.37B | $62.11B | $49.61B | $47.70B | $42.66B | $39.02B | $31.98B | $26.84B | $23.44B | $20.85B | $19.39B | |
| Interest Income | $3.58B | $2.83B | $1.89B | $1.26B | $861M | $937M | $1.04B | $820M | $563M | $479M | $455M | $408M | |
| Pretax Income | $14.22B | $10.71B | $4.90B | $922M | $4.21B | $7.17B | $5.16B | $3.16B | $2.14B | $1.47B | $1.91B | $1.91B | |
| Income Tax | $2.92B | $2.23B | $1.00B | $200M | $859M | $1.47B | $1.18B | $543M | $541M | $414M | $611M | $626M | |
| Net Income | $11.31B | $8.48B | $3.90B | $722M | $3.35B | $5.70B | $3.97B | $2.62B | $1.59B | $1.03B | $1.27B | $1.28B | |
| EPS (Basic) | $19.29 | $14.45 | $6.61 | $1.19 | $5.69 | $9.71 | $6.75 | $4.45 | $2.74 | $1.77 | $2.16 | $2.17 | |
| EPS (Diluted) | $19.23 | $14.40 | $6.58 | $1.18 | $5.66 | $9.66 | $6.72 | $4.42 | $2.72 | $1.76 | $2.15 | $2.15 | |
| Shares (Basic) | 586,300,000 | 585,500,000 | 584,900,000 | 584,400,000 | 584,500,000 | 584,900,000 | 583,800,000 | 582,400,000 | 580,800,000 | 581,700,000 | 585,500,000 | 590,600,000 | |
| Shares (Diluted) | 588,100,000 | 587,700,000 | 587,500,000 | 587,100,000 | 587,100,000 | 587,600,000 | 587,200,000 | 586,700,000 | 585,700,000 | 585,000,000 | 589,200,000 | 594,800,000 |
대차대조표 16
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $125M | $143M | $85M | $204M | $187M | $76M | $226M | $70M | $265M | $212M | $224M | $108M | |
| Short-term Investments | $10.01B | $615M | $1.79B | $2.86B | $943M | $5.22B | $1.80B | $1.80B | $2.87B | $3.57B | $2.17B | $2.15B | |
| PP&E (Net) | $783M | $790M | $881M | $1.03B | $1.14B | $1.11B | $1.21B | $1.13B | $1.12B | $1.18B | $1.04B | $961M | |
| PP&E (Gross) | $2.24B | $2.25B | $2.54B | $2.59B | $2.54B | $2.40B | $2.35B | $2.16B | $2.06B | · | · | · | |
| Accum. Depreciation | $1.46B | $1.46B | $1.66B | $1.55B | $1.41B | $1.29B | $1.14B | $1.03B | $941M | $846M | $778M | $46M | |
| Goodwill | · | $228M | $228M | $228M | $453M | $453M | $453M | $453M | $453M | $449M | $448M | $2M | |
| Intangibles | · | · | · | $86M | $117M | $171M | $228M | $295M | $367M | $433M | $495M | $11M | |
| Total Assets | $123.04B | $105.75B | $88.69B | $75.47B | $71.13B | $64.10B | $54.91B | $46.58B | $38.70B | $33.43B | $29.82B | $25.79B | |
| Deferred Tax | · | · | · | · | $153M | $310M | $132M | · | · | · | · | · | |
| Total Liabilities | $92.72B | $80.15B | $68.41B | $59.57B | $52.90B | $47.06B | $41.01B | $35.54B | $28.91B | $24.99B | $22.07B | $18.86B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | $2.71B | $2.16B | |
| Total Debt | $0 | $0 | $0 | $0 | $0 | · | · | · | · | · | · | · | |
| Retained Earnings | $27.33B | $24.28B | $18.80B | $15.72B | $15.34B | $13.35B | $10.68B | $8.39B | $6.03B | $5.14B | $4.69B | $4.13B | |
| AOCI | $103M | $-1.42B | $-1.62B | $-2.80B | $41M | $932M | $344M | $-121M | $1.28B | $933M | $800M | $1.02B | |
| Stockholders' Equity | $30.32B | $25.59B | $20.28B | $15.89B | $18.23B | $17.04B | $13.67B | $10.82B | $9.28B | $7.96B | $7.29B | $6.93B | |
| Liabilities + Equity | $123.04B | $105.75B | $88.69B | $75.47B | $71.13B | $64.10B | $54.91B | $46.58B | $38.70B | $33.43B | $29.82B | $25.79B |
현금 흐름 13
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | $32M | |
| Amort. of Intangibles | · | · | $14M | $31M | $58M | $57M | $66M | $72M | $66M | $62M | $47M | $0 | |
| Operating Cash Flow | $17.55B | $15.12B | $10.64B | $6.85B | $7.76B | $6.91B | $6.26B | $6.28B | $3.76B | $2.73B | $2.29B | $1.73B | |
| CapEx | $348M | $285M | $252M | $292M | $244M | $224M | $364M | $266M | $156M | $215M | $131M | $108M | |
| Investing Cash Flow | $-14.53B | $-13.75B | $-10.84B | $-7.96B | $-3.12B | $-6.12B | $-4.34B | $-7.03B | $-3.41B | $-2.48B | $-1.92B | $-837M | |
| Net Debt Issued | · | · | $0 | $0 | $-500M | · | · | · | $-49M | $-26M | $-20M | $0 | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | $192M | $208M | $271M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $-192M | $-208M | $-271M | |
| Dividends Paid | $2.87B | $674M | $234M | $234M | $3.75B | $1.55B | $1.64B | $655M | $395M | $519M | $404M | $893M | |
| Financing Cash Flow | $-3.04B | $-1.32B | $78M | $1.13B | $-4.52B | $-939M | $-1.77B | $550M | $-301M | $-250M | $-253M | $-855M | |
| Net Change in Cash | $-16M | $54M | $-121M | $19M | $126M | $-151M | $152M | $-200M | $49M | $2M | $116M | $33M | |
| Taxes Paid | $3.11B | $2.58B | $821M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $17.20B | $14.83B | $10.39B | $6.56B | $7.52B | $6.68B | $5.90B | $6.02B | $3.60B | $2.49B | $2.16B | $1.62B |
수익성 4
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 12.9% | 11.2% | 6.3% | 1.5% | 7.0% | 13.4% | 10.2% | 8.2% | 5.9% | 4.4% | 6.1% | 6.6% | |
| Pretax Margin | 16.2% | 14.2% | 7.9% | 1.9% | 8.8% | 16.8% | 13.2% | 9.9% | 8.0% | 6.3% | 9.2% | 9.8% | |
| ROA | 9.9% | 8.0% | 4.5% | 0.96% | 4.7% | 9.0% | 7.3% | 5.7% | 4.1% | 3.1% | 4.2% | 5.0% | |
| ROE | 40.5% | 32.1% | 20.7% | 4.7% | 18.2% | 32.5% | 28.6% | 23.1% | 17.1% | 12.8% | 17.2% | 18.5% |
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 | 0.0 | 0.0 | · | · | · | · | · | · | · |
효율성 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.8 |
성장률 10
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.3% | 21.3% | 25.2% | 4.0% | 11.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 20.9% | 16.5% | 13.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 33.5% | 118.8% | 457.6% | -79.1% | -41.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 153.5% | 36.5% | -12.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 33.4% | 117.3% | 440.6% | -78.5% | -41.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 150.2% | 36.3% | -11.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 6
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $87.67B | $75.37B | $62.11B | $49.61B | $47.70B | $42.66B | $39.02B | $31.98B | $26.84B | $23.44B | $20.85B | $19.39B | |
| Net Income TTM | $11.31B | $8.48B | $3.90B | $722M | $3.35B | $5.70B | $3.97B | $2.62B | $1.59B | $1.03B | $1.27B | $1.28B | |
| P/E | 11.8 | 16.6 | 24.2 | 109.9 | 18.1 | 10.2 | 10.8 | 13.6 | 20.7 | 20.2 | 14.8 | 12.6 | |
| Earnings Yield | 8.4% | 6.0% | 4.1% | 0.91% | 5.5% | 9.8% | 9.3% | 7.3% | 4.8% | 5.0% | 6.8% | 8.0% | |
| Payout Ratio | 25.4% | 8.0% | 6.0% | 32.4% | 111.8% | 27.2% | 41.4% | 25.0% | 24.8% | 50.3% | 31.8% | 69.7% | |
| Annual Payout | $2.87B | $674M | $234M | $234M | $3.75B | $1.55B | $1.64B | $655M | $395M | $519M | $404M | $893M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $23.61B | $22.19B | $22.75B | $22.51B | $22.00B | $20.41B | $20.28B | $19.72B | $18.13B | $17.24B | $16.89B | $15.56B | $15.35B | $14.30B | $13.47B | $12.78B | |
| Interest Income | $979M | $917M | $974M | $924M | $871M | $814M | $790M | $739M | $685M | $618M | $508M | $510M | $454M | $420M | $392M | $334M | |
| Pretax Income | $4.21B | $3.57B | $3.68B | $3.32B | $3.98B | $3.24B | $2.97B | $2.95B | $1.86B | $2.94B | $2.50B | $1.41B | $436M | $554M | $1.03B | $142M | |
| Income Tax | $898M | $748M | $731M | $708M | $807M | $669M | $611M | $612M | $401M | $609M | $515M | $289M | $90M | $106M | $198M | $18M | |
| Net Income | $3.31B | $2.82B | $2.95B | $2.62B | $3.17B | $2.57B | $2.36B | $2.33B | $1.46B | $2.33B | $1.99B | $1.12B | $345M | $448M | $827M | $124M | |
| EPS (Basic) | $5.68 | $4.81 | $5.03 | $4.46 | $5.42 | $4.38 | $4.03 | $3.98 | $2.49 | $3.95 | $3.39 | $1.90 | $0.57 | $0.75 | $1.40 | $0.20 | |
| EPS (Diluted) | $5.67 | $4.80 | $5.01 | $4.45 | $5.40 | $4.37 | $4.01 | $3.97 | $2.48 | $3.94 | $3.37 | $1.89 | $0.57 | $0.75 | $1.40 | $0.20 | |
| Shares (Basic) | 583,000,000 | 585,600,000 | -1,172,400,000 | 586,500,000 | 586,200,000 | 586,000,000 | -1,170,900,000 | 585,600,000 | 585,400,000 | 585,400,000 | -1,169,700,000 | 584,800,000 | 584,900,000 | 584,900,000 | -1,168,700,000 | 584,500,000 | |
| Shares (Diluted) | 584,200,000 | 586,900,000 | -1,175,600,000 | 588,200,000 | 587,800,000 | 587,700,000 | -1,174,600,000 | 587,600,000 | 587,400,000 | 587,300,000 | -1,174,000,000 | 587,500,000 | 587,000,000 | 587,000,000 | -1,172,800,000 | 587,100,000 |
대차대조표 15
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $178M | $162M | $125M | $173M | $125M | $195M | $143M | $136M | $90M | $154M | · | $124M | $164M | $274M | · | $351M | |
| Short-term Investments | $1.98B | $2.13B | $10.01B | $1.51B | $2.10B | $2.60B | $615M | $756M | $733M | $1.33B | · | $1.80B | $1.49B | $2.52B | · | $4.24B | |
| PP&E (Net) | $922M | $792M | $783M | $790M | $820M | $854M | $790M | $689M | $714M | $756M | · | $920M | $989M | $949M | · | $1.07B | |
| PP&E (Gross) | · | · | $2.24B | · | · | · | $2.25B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $1.38B | $1.42B | $1.46B | $1.40B | $1.37B | $1.49B | $1.46B | $1.59B | $1.56B | $1.58B | · | $1.60B | $1.58B | $1.58B | · | $1.50B | |
| Goodwill | · | · | · | · | · | · | · | · | · | · | · | $228M | $228M | $228M | · | $228M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | $75M | $78M | $81M | · | $92M | |
| Total Assets | $124.92B | $122.21B | $123.04B | $121.53B | $115.48B | $111.41B | $105.75B | $105.20B | $97.89B | $94.13B | · | $85.65B | $82.95B | $80.41B | · | $75.52B | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $90.59B | $90.17B | $92.72B | $86.09B | $82.88B | $82.45B | $80.15B | $78.04B | $74.55B | $72.32B | · | $68.26B | $66.23B | $63.54B | · | $60.75B | |
| Total Debt | · | · | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Retained Earnings | $32.26B | $29.61B | $27.33B | $32.44B | $29.92B | $26.73B | $24.28B | $24.63B | $22.41B | $21.02B | · | $17.38B | $16.35B | $16.08B | · | $14.99B | |
| AOCI | $-847M | $-471M | $103M | $189M | $-95M | $-524M | $-1.42B | $-154M | $-1.72B | $-1.82B | $-1.62B | $-3.04B | $-2.65B | $-2.20B | $-2.80B | $-3.13B | |
| Stockholders' Equity | $34.33B | $32.04B | $30.32B | $35.45B | $32.60B | $28.95B | $25.59B | $27.16B | $23.34B | $21.81B | $20.28B | $17.40B | $16.71B | $16.87B | $15.89B | $14.78B | |
| Liabilities + Equity | $124.92B | $122.21B | $123.04B | $121.53B | $115.48B | $111.41B | $105.75B | $105.20B | $97.89B | $94.13B | · | $85.65B | $82.95B | $80.41B | · | $75.52B |
현금 흐름 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | $3M | $3M | $5M | · | $5M | |
| Operating Cash Flow | $3.61B | $4.37B | $3.17B | $5.20B | $4.04B | $5.14B | $3.01B | $4.61B | $3.27B | $4.24B | $2.44B | $3.42B | $2.34B | $2.45B | $930M | $2.03B | |
| CapEx | $138M | $63M | $121M | $66M | $102M | $59M | $110M | $57M | $68M | $50M | $82M | $36M | $90M | $43M | $47M | $108M | |
| Investing Cash Flow | $-2.92B | $2.64B | $-3.10B | $-5.05B | $-4.04B | $-2.34B | $-2.94B | $-4.42B | $-3.26B | $-3.12B | $-2.35B | $-3.35B | $-2.87B | $-2.28B | $-995M | $-1.78B | |
| Dividends Paid | $58M | $7.97B | $59M | $58M | $59M | $2.69B | $59M | $58M | $59M | $498M | $58M | $58M | $58M | $58M | $58M | $58M | |
| Financing Cash Flow | $-672M | $-6.96B | $-118M | $-98M | $-72M | $-2.75B | $-59M | $-145M | $-70M | $-1.04B | $-130M | $-108M | $421M | $-105M | $-79M | $-121M | |
| Net Change in Cash | $14M | $41M | $-47M | $50M | $-72M | $53M | $7M | $45M | $-66M | $68M | $-38M | $-41M | $-109M | $68M | $-144M | $125M | |
| Free Cash Flow | · | $4.30B | · | · | · | $5.08B | · | · | · | $4.19B | · | · | · | $2.41B | · | · |
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 | 14.0% | 12.7% | · | 11.6% | 14.4% | 12.6% | · | 11.8% | 8.0% | 13.5% | · | 7.2% | 2.2% | 3.1% | · | 0.97% | |
| Pretax Margin | 17.8% | 16.1% | · | 14.8% | 18.1% | 15.9% | · | 14.9% | 10.3% | 17.1% | · | 9.1% | 2.8% | 3.9% | · | 1.1% | |
| ROA | 2.8% | 2.4% | · | 2.3% | 3.0% | 2.5% | · | 2.5% | 1.6% | 2.7% | · | 1.4% | 0.44% | 0.58% | · | 0.17% | |
| ROE | 9.9% | 9.2% | · | 8.3% | 11.3% | 10.1% | · | 10.5% | 7.3% | 12.0% | · | 7.0% | 2.1% | 2.6% | · | 0.74% |
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 | · | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
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 | $90.31B | $87.11B | · | $84.64B | $80.27B | $75.50B | · | $70.66B | $66.29B | $62.46B | · | $58.00B | $53.96B | $50.44B | · | $48.00B | |
| Net Income TTM | $11.92B | $11.18B | · | $10.69B | $9.54B | $8.69B | · | $7.25B | $5.26B | $4.25B | · | $2.04B | $374M | $343M | · | $14M | |
| P/E | 10.8 | 10.4 | · | 13.6 | 16.5 | 19.2 | · | 20.7 | 23.4 | 28.9 | · | 40.9 | 228.2 | 269.9 | · | -3873.7 | |
| Earnings Yield | 9.3% | 9.6% | · | 7.4% | 6.1% | 5.2% | · | 4.8% | 4.3% | 3.5% | · | 2.5% | 0.44% | 0.37% | · | -0.03% | |
| Payout Ratio | · | 282.9% | · | · | · | 105.0% | · | · | · | 21.4% | · | · | · | 13.1% | · | · |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| 매출 | $87.67B | — | — | $75.37B | — |
| 순이익 | $11.31B | — | — | $8.48B | — |
| 희석 EPS | $19.23 | — | — | $14.40 | — |
대차대조표
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 | 0.0 | — | — | 0.0 | — |
현금 흐름
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $17.20B | — | — | $14.83B | — |
최신 뉴스 이 회사 관련 최근 헤드라인
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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) 1,980개의 제출자 · $72.9B 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 |
|---|---|---|---|---|
| 183 (-4 이전 분기 대비) | 118 (-68 이전 분기 대비) | 686 (-26 이전 분기 대비) | 694 (+20 이전 분기 대비) | -2.3M |
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 | $8,333,472,543 | 38,148,192 | 11.43% | 주식 |
| Capital Research Global Investors | $5,799,694,510 | 26,549,107 | 7.95% | 주식 |
| STATE STREET CORP | $5,794,814,194 | 26,526,959 | 7.95% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $3,292,878,063 | 15,079,468 | 4.52% | 주식 |
| Capital World Investors | $2,728,653,261 | 12,490,946 | 3.74% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2,552,908,935 | 11,686,468 | 3.50% | 주식 |
| NORGES BANK | $1,888,962,053 | 8,647,114 | 2.59% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $1,819,600,554 | 9,178,776 | 2.50% | 주식 |
| FMR LLC | $1,706,323,909 | 7,811,050 | 2.34% | 주식 |
| Capital International Investors | $1,683,043,320 | 7,704,091 | 2.31% | 주식 |
| GQG Partners LLC | $1,538,570,007 | 7,043,101 | 2.11% | 주식 |
| PeakShares LLC | $1,332,763,000 | 6,101 | 1.83% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1,330,934,587 | 6,092,628 | 1.83% | 주식 |
| WELLINGTON MANAGEMENT GROUP LLP | $1,154,672,524 | 5,285,752 | 1.58% | 주식 |
| Artisan Partners Limited Partnership | $1,121,186,324 | 5,132,462 | 1.54% | 주식 |
| FIL Ltd | $954,331,156 | 4,368,648 | 1.31% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $716,572,579 | 3,280,259 | 0.98% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $662,035,444 | 3,030,604 | 0.91% | 주식 |
| TWO SIGMA ADVISERS, LP | $559,690,216 | 2,457,800 | 0.77% | 주식 |
| Caisse de depot et placement du Quebec | $491,919,254 | 2,251,862 | 0.67% | 주식 |
| MARSHFIELD ASSOCIATES | $470,363,489 | 2,153,186 | 0.65% | 주식 |
| ENVESTNET ASSET MANAGEMENT INC | $460,592,656 | 2,108,462 | 0.63% | 주식 |
| Life Cycle Investment Partners Ltd | $433,664,537 | 1,985,189 | 0.59% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $422,676,284 | 1,934,888 | 0.58% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $396,195,663 | 1,813,667 | 0.54% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $391,943,563 | 1,794,203 | 0.54% | 주식 |
| Swiss National Bank | $360,420,655 | 1,649,900 | 0.49% | 주식 |
| BROWN ADVISORY INC | $351,451,060 | 1,608,823 | 0.48% | 주식 |
| Fayez Sarofim & Co | $342,146,169 | 1,566,245 | 0.47% | 주식 |
| LONDON CO OF VIRGINIA | $338,352,259 | 1,548,853 | 0.46% | 주식 |
| Legal & General Group Plc | $332,264,198 | 1,521,008 | 0.46% | 주식 |
| Sumitomo Mitsui Trust Group, Inc. | $323,617,728 | 1,481,427 | 0.44% | 주식 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $322,706,174 | 1,477,250 | 0.44% | 주식 |
| NEUBERGER BERMAN GROUP LLC | $314,755,334 | 1,440,187 | 0.43% | 주식 |
| UBS Group AG | $309,445,784 | 1,416,552 | 0.42% | 주식 |
| California Public Employees Retirement System | $306,880,963 | 1,404,811 | 0.42% | 주식 |
| National Pension Service | $292,009,761 | 1,336,735 | 0.40% | 주식 |
| Bank Julius Baer & Co. Ltd, Zurich | $291,709,622 | 1,333,623 | 0.40% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $289,259,475 | 1,324,145 | 0.40% | 주식 |
| GOLDMAN SACHS GROUP INC | $288,726,457 | 1,321,705 | 0.40% | 주식 |
| MENORA MIVTACHIM HOLDINGS LTD. | $282,270,604 | 1,292,152 | 0.39% | 주식 |
| BROWN BROTHERS HARRIMAN & CO | $278,063,362 | 1,272,892 | 0.38% | 주식 |
| Vanguard Global Advisers, LLC | $277,650,169 | 1,271,001 | 0.38% | 주식 |
| 1832 Asset Management L.P. | $276,397,139 | 1,265,265 | 0.38% | 주식 |
| BlackRock, Inc. | $274,694,977 | 1,257,473 | 0.38% | 주식 |
| Longview Partners (Guernsey) LTD | $266,368,100 | 1,219,355 | 0.37% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $253,502,451 | 1,160,460 | 0.35% | 주식 |
| Alecta Tjanstepension Omsesidigt | $238,198,050 | 1,091,400 | 0.33% | 주식 |
| BARCLAYS PLC | $231,748,145 | 1,060,875 | 0.32% | 주식 |
| FIRST TRUST ADVISORS LP | $228,505,901 | 1,046,033 | 0.31% | 주식 |
| BLAIR WILLIAM & CO/IL | $225,900,097 | 1,034,104 | 0.31% | 주식 |
| APG Asset Management N.V. | $224,119,803 | 1,172,974 | 0.31% | 주식 |
| PRIMECAP MANAGEMENT CO/CA/ | $219,166,518 | 1,003,280 | 0.30% | 주식 |
| RHUMBLINE ADVISERS | $216,487,317 | 991,016 | 0.30% | 주식 |
| MBB PUBLIC MARKETS I LLC | $205,673,078 | 941,511 | 0.28% | 주식 |
| Woodline Partners LP | $204,870,493 | 937,837 | 0.28% | 주식 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $198,569,195 | 908,992 | 0.27% | 주식 |
| Consulta Ltd | $196,605,000 | 900,000 | 0.27% | 주식 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $187,553,476 | 946,093 | 0.26% | 주식 |
| BANK OF AMERICA CORP /DE/ | $186,331,568 | 852,971 | 0.26% | 주식 |
| Eurizon Capital SGR S.p.A. | $180,466,767 | 824,643 | 0.25% | 주식 |
| MCDONALD CAPITAL INVESTORS INC/CA | $176,229,732 | 806,728 | 0.24% | 주식 |
| CANADA PENSION PLAN INVESTMENT BOARD | $172,243,674 | 788,481 | 0.24% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $170,997,264 | 862,577 | 0.23% | 주식 |
| Van Cleef Asset Management,Inc | $165,122,981 | 755,885 | 0.23% | 주식 |
| JONES FINANCIAL COMPANIES LLLP | $164,219,387 | 732,011 | 0.23% | 주식 |
| LOOMIS SAYLES & CO L P | $161,160,614 | 737,746 | 0.22% | 주식 |
| PRINCIPAL FINANCIAL GROUP INC | $158,320,327 | 724,744 | 0.22% | 주식 |
| ROYAL LONDON ASSET MANAGEMENT LTD | $153,513,335 | 702,739 | 0.21% | 주식 |
| Temasek Holdings (Private) Ltd | $146,792,939 | 671,975 | 0.20% | 주식 |
| NEW YORK STATE COMMON RETIREMENT FUND | $140,202,739 | 641,807 | 0.19% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $129,125,795 | 591,100 | 0.18% | 풋 옵션 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $127,479,301 | 583,881 | 0.17% | 주식 |
| AMERIPRISE FINANCIAL INC | $127,344,392 | 582,945 | 0.17% | 주식 |
| LAZARD ASSET MANAGEMENT LLC | $124,008,772 | 567,676 | 0.17% | 주식 |
| Fenimore Asset Management Inc | $121,736,199 | 557,273 | 0.17% | 주식 |
| AMF Tjanstepension AB | $121,474,802 | 556,076 | 0.17% | 주식 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $121,319,186 | 555,364 | 0.17% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $120,365,950 | 551,000 | 0.17% | 콜 옵션 |
| Giverny Capital Inc. | $118,463,687 | 542,292 | 0.16% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $117,743,701 | 538,996 | 0.16% | 주식 |
| Allianz Asset Management GmbH | $116,725,262 | 534,334 | 0.16% | 주식 |
| JANE STREET GROUP, LLC | $116,674,145 | 534,100 | 0.16% | 콜 옵션 |
| BloombergSen Inc. | $113,899,612 | 521,399 | 0.16% | 주식 |
| AVIVA PLC | $112,889,062 | 516,773 | 0.15% | 주식 |
| FIDUCIARY MANAGEMENT INC /WI/ | $112,164,682 | 513,457 | 0.15% | 주식 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $112,102,860 | 513,174 | 0.15% | 주식 |
| Davis Asset Management, L.P. | $110,210,210 | 504,510 | 0.15% | 주식 |
| KENSICO CAPITAL MANAGEMENT CORP | $108,897,325 | 498,500 | 0.15% | 주식 |
| Empower Advisory Group, LLC | $107,711,352 | 493,071 | 0.15% | 주식 |
| Corient Private Wealth LP | $105,851,078 | 484,554 | 0.15% | 주식 |
| NZS Capital, LLC | $105,821,112 | 484,418 | 0.15% | 주식 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $105,027,483 | 480,785 | 0.14% | 주식 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $104,753,765 | 479,532 | 0.14% | 주식 |
| PARNASSUS INVESTMENTS, LLC | $104,051,230 | 476,316 | 0.14% | 주식 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $103,736,662 | 474,876 | 0.14% | 주식 |
| Madison Investment Advisors, LLC | $103,628,484 | 432,488 | 0.14% | 주식 |
| River Road Asset Management, LLC | $102,032,534 | 467,075 | 0.14% | 주식 |
| Quantinno Capital Management LP | $99,610,273 | 455,986 | 0.14% | 주식 |
| PFA Pension, Forsikringsaktieselskab | $98,010,281 | 448,662 | 0.13% | 주식 |
회사 내부자 61 명의 내부자 · 36 임원 · 25 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Susan Patricia Griffith | President and CEO | 2026년 7월 24일 F | 560,114 | 0 | 2 | $-15,486,120 |
| John F Auer | Pres & CEO - ARX and ASI | 2018년 2월 16일 F | 119,224 | 0 | 0 | $0 |
| Andrew J Quigg | VP and Chief Financial Officer | 2026년 7월 28일 S | 42,595 | 0 | 2 | $-1,106,753 |
| John P Sauerland | VP and Chief Financial Officer | 2026년 4월 10일 A | 229,440 | 0 | 1 | $-1,142,400 |
| Heather E Day | CRM President | 2026년 7월 24일 F | 18,895 | 0 | 0 | $0 |
| Karen Bailo | Commercial Lines President | 2026년 7월 24일 F | 40,800 | 0 | 2 | $-2,543,429 |
| John Jo Murphy | Claims President | 2026년 7월 24일 F | 49,415 | 0 | 4 | $-4,004,383 |
| Patrick K Callahan | Personal Lines President | 2026년 7월 24일 F | 36,707 | 0 | 2 | $-3,112,803 |
| Michael D Sieger | Claims President | 2022년 1월 1일 M | 47,236 | 0 | 0 | $0 |
| John A Barbagallo | Commercial Lines President | 2021년 1월 15일 A | 89,729 | 0 | 0 | $0 |
| Brian J Passell | Group President - | 2008년 1월 1일 F | 175,567 | 0 | 0 | $0 |
| Robert T Williams | Group President - | 2006년 4월 24일 S | 38,278 | 0 | 0 | $0 |
| Alan R Bauer | Group President - | 2006년 3월 31일 A | 50,249 | 0 | 0 | $0 |
| Richard H Watts | Group President - | 2006년 3월 24일 A | 34,947 | 0 | 0 | $0 |
| Daniel J Witalec | Chief Strategy Officer | 2026년 7월 24일 F | 4,166 | 0 | 0 | $0 |
| David M Stringer | Vice Pres, Secretary and CLO | 2026년 7월 24일 F | 5,034 | 0 | 0 | $0 |
| William L. Clawson II | Chief Human Resources Officer | 2026년 7월 24일 F | 21,351 | 0 | 0 | $0 |
| Jonathan S. Bauer | Chief Investment Officer | 2026년 7월 24일 F | 28,492 | 0 | 3 | $-1,571,514 |
| Steven Broz | Chief Information Officer | 2026년 7월 24일 F | 32,482 | 0 | 8 | $-2,273,488 |
| Maribel Pumarejo | Chief Marketing Officer | 2026년 7월 10일 A | 0 | 0 | 1 | $-150,202 |
| Carl G Joyce | Chief Accounting Officer | 2026년 7월 10일 A | 558 | 0 | 2 | $-85,647 |
| Remi Kent | Chief Marketing Officer | 2025년 4월 11일 A | 21,577 | 0 | 0 | $0 |
| Mariann Wojtkun Marshall | Chief Accounting Officer | 2025년 1월 21일 M | 3,983 | 0 | 0 | $0 |
| Mascaro Daniel P | Vice Pres, Secretary and CLO | 2024년 1월 16일 M | 35,521 | 0 | 0 | $0 |
| Jeffrey M Charney | Chief Marketing Officer | 2022년 1월 1일 M | 59,172 | 0 | 0 | $0 |
| William M Cody | Chief Investment Officer | 2020년 1월 1일 M | 89,715 | 0 | 0 | $0 |
| Jeffrey W Basch | Vice Pres & Chief Acct Officer | 2019년 2월 11일 A | 63,848 | 0 | 0 | $0 |
| Charles E Jarrett | Vice Pres, Secretary & CLO | 2017년 2월 10일 A | 17,924 | 0 | 0 | $0 |
| Valerie A Krasowski | Former CHRO | 2017년 1월 1일 M | 156,099 | 0 | 0 | $0 |
| Thomas A King | Vice President | 2016년 5월 1일 M | 21,543 | 0 | 0 | $0 |
| Raymond M Voelker | Chief Information Officer | 2016년 1월 1일 M | 30,367 | 0 | 0 | $0 |
| Brian Domeck | Vice Pres & Chief Fin Officer | 2015년 2월 19일 F | 241,017 | 0 | 0 | $0 |
| LEWIS PETER B | Chairman of the Board | 2013년 7월 19일 G | 40,544,417 | 0 | 0 | $0 |
| Lawrence William Bloomenkranz | Chief Marketing Officer | 2010년 1월 1일 F | 97,551 | 0 | 0 | $0 |
| Brian A Silva | Commercial Group | 2007년 9월 14일 A | 58,897 | 0 | 0 | $0 |
| Thomas W Forrester | Vice Pres. & Chief | 2007년 1월 3일 A | 254,156 | 0 | 0 | $0 |
| Philip Bleser | 이사 | 2026년 7월 10일 A | 1,145 | 0 | 0 | $0 |
| Barbara R Snyder | 이사 | 2026년 7월 10일 A | 13,193 | 0 | 0 | $0 |
| Pamela J. Craig | 이사 | 2026년 7월 10일 A | 8,956 | 0 | 0 | $0 |
| Roger N Farah | 이사 | 2026년 7월 10일 A | 2,011 | 0 | 0 | $0 |
| FITT LAWTON W | 이사 | 2026년 7월 10일 A | 12,482 | 0 | 0 | $0 |
| DAVIS CHARLES A /NJ/ | 이사 | 2026년 7월 10일 A | 250,933 | 0 | 0 | $0 |
| Jeffrey D Kelly | 이사 | 2026년 6월 24일 S | 22,546 | 0 | 1 | $-1,514,310 |
| Devin C Johnson | 이사 | 2026년 5월 8일 A | 10,529 | 0 | 1 | $-199,038 |
| Kahina Van Dyke | 이사 | 2026년 5월 8일 A | 14,285 | 0 | 0 | $0 |
| Stuart B Burgdoerfer | 이사 | 2026년 5월 8일 A | 13,455 | 0 | 0 | $0 |
| Danelle Marie Barrett | 이사 | 2024년 5월 10일 A | 2,254 | 0 | 0 | $0 |
| Jan E Tighe | 이사 | 2023년 4월 14일 A | 0 | 0 | 0 | $0 |
| Patrick H Nettles | 이사 | 2021년 4월 15일 A | 18,611 | 0 | 0 | $0 |
| Glenn M Renwick | 이사 | 2018년 2월 16일 F | 1,725,935 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 232 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 |
|---|---|---|---|---|
| KBWP · Invesco Exchange-Traded Fund Trust … | 7.91% | 103,004 SH | 2026년 8월 20일 | 일간 |
| MFSV · MFS Active Exchange Traded Funds Tr… | 2.86% | 71,322 NS | 2026년 5월 31일 | N-PORT |
| GFGF · EA Series Trust | 2.59% | 5,054 NS | 2026년 5월 29일 | N-PORT |
| ABIG · EA Series Trust | 2.41% | 7,039 NS | 2026년 5월 29일 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 2.34% | 8,310 NS | 2026년 5월 31일 | N-PORT |
| ESLV · Strategy Shares | 2.22% | 1,297 NS | 2026년 4월 30일 | N-PORT |
| FMCE · Northern Lights Fund Trust IV | 2.20% | 7,804 NS | 2026년 5월 31일 | N-PORT |
| BKCG · BNY Mellon ETF Trust II | 2.18% | 12,845 NS | 2026년 4월 30일 | N-PORT |
| FLAG · Global X Funds | 2.16% | 177 NS | 2026년 4월 30일 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1.94% | 206,248 SH | 2026년 8월 20일 | 일간 |
| IYF · iShares Trust | 1.91% | 376,799 SH | 2026년 8월 20일 | 일간 |
| JHAI · Janus Detroit Street Trust | 1.90% | 1,943 NS | 2026년 4월 30일 | N-PORT |
| EPMV · Harbor ETF Trust | 1.69% | 373 NS | 2026년 4월 30일 | N-PORT |
| WBIF · Absolute Shares Trust | 1.60% | 1,722 NS | 2026년 6월 30일 | N-PORT |
| VFH · VANGUARD WORLD FUND | 1.49% | 952,851 SH | 2026년 8월 19일 | 일간 |
| SOVF · Elevation Series Trust | 1.42% | 6,649 NS | 2026년 4월 30일 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 1.40% | 153,732 NS | 2026년 4월 30일 | N-PORT |
| SPHQ · Invesco Exchange-Traded Fund Trust | 1.35% | 1,228,232 SH | 2026년 8월 20일 | 일간 |
| GMOV · GMO ETF Trust | 1.30% | 6,216 NS | 2026년 5월 31일 | N-PORT |
| EQIN · Columbia ETF Trust I | 1.28% | 17,638 NS | 2026년 4월 30일 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1.26% | 18,171 SH | 2026년 8월 20일 | 일간 |
| FXO · First Trust Exchange-Traded AlphaDE… | 1.20% | 64,312 NS | 2026년 4월 30일 | N-PORT |
| VMAX · Lattice Strategies Trust | 1.17% | 2,701 NS | 2026년 4월 30일 | N-PORT |
| FAS · Direxion Shares ETF Trust | 1.15% | 112,131 NS | 2026년 4월 30일 | N-PORT |
| ESMV · iShares Trust | 1.08% | 397 SH | 2026년 8월 20일 | 일간 |
| RDVI · First Trust Exchange-Traded Fund IV | 1.05% | 159,936 NS | 2026년 4월 30일 | N-PORT |
| ESLG · Strategy Shares | 1.05% | 1,009 NS | 2026년 4월 30일 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 1.04% | 702,051 NS | 2026년 5월 31일 | N-PORT |
| WBIG · Absolute Shares Trust | 1.04% | 1,303 NS | 2026년 6월 30일 | N-PORT |
| ESUM · Strategy Shares | 1.01% | 7,764 NS | 2026년 4월 30일 | N-PORT |
| PY · Principal Exchange-Traded Funds | 1.00% | 10,134 NS | 2026년 6월 30일 | N-PORT |
| CGCV · Capital Group Conservative Equity E… | 0.99% | 91,552 NS | 2026년 5월 31일 | N-PORT |
| UYG · ProShares Trust | 0.99% | 36,132 NS | 2026년 5월 31일 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.99% | 532 NS | 2026년 5월 31일 | N-PORT |
| NULV · Nushares ETF Trust | 0.96% | 99,450 NS | 2026년 4월 30일 | N-PORT |
| SWP · Manager Directed Portfolios | 0.92% | 7,443 NS | 2026년 5월 31일 | N-PORT |
| ROE · EA Series Trust | 0.86% | 11,804 NS | 2026년 5월 29일 | N-PORT |
| SPVU · Invesco Exchange-Traded Fund Trust … | 0.86% | 6,075 NS | 2026년 5월 31일 | N-PORT |
| EPMB · Harbor ETF Trust | 0.85% | 190 NS | 2026년 4월 30일 | N-PORT |
| ACIO · ETF Series Solutions | 0.85% | 96,136 NS | 2026년 4월 30일 | N-PORT |
| ADME · ETF Series Solutions | 0.83% | 10,979 NS | 2026년 4월 30일 | N-PORT |
| PRAY · FIS Trust | 0.81% | 3,440 NS | 2026년 5월 31일 | N-PORT |
| IXG · iShares Trust | 0.80% | 25,379 SH | 2026년 8월 20일 | 일간 |
| UPSD · ETF Series Solutions | 0.78% | 3,917 NS | 2026년 4월 30일 | N-PORT |
| RILA · Spinnaker ETF Series | 0.76% | 1,575 NS | 2026년 4월 30일 | N-PORT |
| EVUS · iShares Trust | 0.76% | 13,321 SH | 2026년 8월 20일 | 일간 |
| DIVB · iShares Trust | 0.72% | 63,915 SH | 2026년 8월 20일 | 일간 |
| PALC · Pacer Funds Trust | 0.72% | 8,277 NS | 2026년 4월 30일 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0.72% | 82,002 NS | 2026년 4월 30일 | N-PORT |
| CGUS · Capital Group Core Equity ETF | 0.72% | 408,013 NS | 2026년 5월 31일 | N-PORT |