PRI Primerica, Inc. Common Stock

NYSE · Insurance · SEC EDGAR에서 보기 ↗
$303.91
가격 · 8월 19, 2026
기준 재무 정보 8월 6, 2026

Primerica, Inc. Common Stock 정보 위키백과 회사 개요

Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.

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Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.

Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981. Primerica had its initial public offering in 2010.

Primerica's headquarters are located in Duluth, Georgia.

History

In 1980, A.L. Williams (founded in 1977) entered into a contract with Boston-based Massachusetts Indemnity and Life Insurance Company (MILICO), an underwriter of life insurance and a subsidiary of Santa Monica–based PennCorp Financial Services. In 1981, the company established First American National Corporation as a holding company for First American Life Insurance and First American National Securities. These companies were later renamed to the A.L. Williams Corporation, A.L. Williams Life Insurance Company, and PFS Investments, Inc, respectively. In 1982, the A.L. Williams Corporation was listed on the over-the-counter market under the symbol ALWC. In 1983, the company became listed on the NASDAQ exchange under the same symbol.

PennCorp finalized a merger agreement with American Can Company in 1983, and became its subsidiary along with MILICO. In 1986 Triangle Industries bought American Can's packaging division and the rights to the company's name. In 1987 American Can changed its name to Primerica Corporation, with Gerald Tsai as CEO, the first Chinese American to lead a member of the Dow Jones Industrials.

In December 1988, Sanford Weill's Commercial Credit acquired Primerica Corporation for $1.54 billion, retaining the Primerica name. On February 6, 1989, Primerica Corporation began trading on the New York Stock Exchange.

Throughout the next ten years, Primerica Corporation's affiliated companies A.L Williams, MILICO, and FANS changed their names to Primerica Financial Services, Primerica Life Insurance Company, and Primerica Financial Services Investments, respectively.

In December 1993, Primerica fully acquired Travelers Insurance Corporation and adopted the name Travelers Inc., which was changed to Travelers Group the following year. Travelers Group included Primerica Financial Services, Smith Barney, and other financial businesses. Joe Plumeri was chairman and CEO of Primerica Financial Services from 1995 to 1999. In 1998, Primerica had net income of $398 million on net sales of $1.65 billion.

In December 1997, Primerica announced it was going to begin offering pre-paid legal services through Pre-Paid Legal Services, Inc., at the time a subsidiary of Travelers Group, Inc. In 1998, the US Securities and Exchange Commission (SEC) censured and fined PFS Investments Inc., the securities arm for Primerica, for failure to properly supervise a group of registered representatives in Dearborn, Michigan. The SEC found that PFS Investments Inc. had failed to have in place effective policies and procedures to follow up adequately on three complaints received about the Dearborn registered representatives, "selling away" activities. By the date of the ruling, PFS Investments reported it had complied with the final recommendations made by the independent consultant.

In 1998, Travelers Group and Citicorp merged creating Citigroup (NYSE: C). Primerica and its affiliates continued to operate as subsidiaries of Citigroup, although the Travelers insurance business was spun off in 2002.

Citigroup attempted to sell Primerica in 2008, having received several bids from life insurance companies and private equity firms interested in buying. At the time the market value of the company was estimated to be $7 billion. JC Flowers & Co. LLC and Protective Life Corp began to purchase the company but the deal was canceled for undisclosed reasons.

During the COVID-19 pandemic, in 2020, Primerica paid out $1.7 billion in death claims. This was a 15.8% increase over 2019. The financial services company ended 2021 with $900 billion in active term life insurance.

Initial public offering

On November 5, 2009, Citi announced that it intended to spin off Primerica through an initial public offering. The first trading occurred on April 1, 2010, priced at $15 a share the day before trading. Citi raised $320 million through the IPO.

In a separate offering, private equity firm Warburg Pincus bought a 23-percent stake in Primerica, and had the option to purchase an additional 10-percent stake from Citi. On December 19, 2011, Citigroup sold its remaining equity stake in Primerica.

Primerica was listed by Forbes as one of "America's 50 Most Trustworthy Financial Companies" in 2015.

In July 2021, Primerica acquired e-Telequote, a health insurance marketer.

Products and business model

Primerica uses a multi-level marketing strategy, with eleven tiers of representatives and recruiters selling financial products and services for commission.

The company primarily sells term life insurance, as well as other financial services including auto and home insurance, mutual funds, and credit monitoring.

In 2010, Primerica was reported to have over 100,000 representatives selling the company's financial products, with individual earnings averaging $5,156 per year. Some people working for Primerica and similar multi-level marketing organizations reported that they ended up losing money, due to the fees they had to pay.

In 2012, Primerica was the target of multiple lawsuits alleging that the company's representatives sought to profit by earning commissions after convincing Florida firefighters, teachers, and other public workers to divest from safe government-secured retirement investments to high-risk retirement products offered by Primerica. In January 2014, the company announced that it was working on a settlement with up to 238 plaintiffs, for $15.4 million.

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

PRI 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

가격
$303.91
시가총액
$9.39B
P/E (TTM)
12.9
EPS (TTM)
$22.91
매출 (TTM)
$3.29B
배당 수익률
2.9%
ROE
31.9%
부채/자본
52주 범위
$230 – $327

PRI 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

10년 성과 매출, 순이익, 마진 및 EPS 추세

매출 및 순이익 $3.29B
10-point trend, +116.7%
2016-12-31 2025-12-31
EPS $22.91
10-point trend, +399.1%
2016-12-31 2025-12-31
잉여현금흐름
마진 22.8%

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표
5년 추세
PRI
동종업계 중앙값
P/E (TTM)
5-point trend, -11.8%
12.9
13.5
P/S (TTM)
5-point trend, +12.1%
2.9
1.1
P/B
5-point trend, +16.0%
3.8
1.7

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

지표
5년 추세
PRI
동종업계 중앙값
Net Profit Margin (순이익률)
5-point trend, +65.6%
22.8%
7.4%
ROA
5-point trend, +110.8%
5.1%
0.57%
ROE
5-point trend, +78.8%
31.9%
13.1%

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

지표
5년 추세
PRI
동종업계 중앙값

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

지표
5년 추세
PRI
동종업계 중앙값
Revenue YoY (매출 YoY)
5-point trend, +21.5%
6.6%
Revenue CAGR 3Y (매출 CAGR 3년)
5-point trend, +21.5%
7.4%
Revenue CAGR 5Y (매출 CAGR 5년)
5-point trend, +21.5%
8.2%
EPS YoY
5-point trend, +91.1%
67.1%
Net Income YoY (순이익 YoY)
5-point trend, +57.4%
59.7%

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

지표
5년 추세
PRI
동종업계 중앙값
EPS (Diluted) (EPS (희석))
5-point trend, +91.1%
$22.91

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

지표
5년 추세
PRI
동종업계 중앙값
Payout Ratio (지급 비율)
5-point trend, +80.9%
36.2%

배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR

배당 수익률
2.9%
지급 비율
36.2%
5년 배당 CAGR
배당락일금액
2026년 5월 21일$1.2000
2026년 2월 23일$1.2000
2025년 11월 21일$1.0400
2025년 8월 22일$1.0400
2025년 5월 22일$1.0400
2025년 2월 21일$1.0400
2024년 11월 21일$0.9000
2024년 8월 21일$0.9000
2024년 5월 20일$0.7500
2024년 2월 20일$0.7500
2023년 11월 20일$0.6500
2023년 8월 18일$0.6500
2023년 5월 19일$0.6500
2023년 2월 17일$0.6500
2022년 11월 21일$0.5500
2022년 8월 19일$0.5500
2022년 5월 19일$0.5500
2022년 2월 18일$0.5500
2021년 11월 19일$0.4700
2021년 8월 19일$0.4700

PRI 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

매수 13 명의 애널리스트
  • 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 · 2026-08-17
중앙값 목표 $315.00 +3.6%
평균 목표 $321.17 +5.7%

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

평균 서프라이즈
0.38%
기간 EPS Actual EPS 예상 서프라이즈
2026년 6월 30일 $6.41 $6.09 0.32%
2026년 3월 31일 $5.96 $5.53 0.43%
2025년 12월 31일 $6.13 $5.73 0.40%
2025년 9월 30일 $6.33 $5.60 0.73%
2025년 6월 30일 $5.46 $5.26 0.20%
2025년 3월 31일 $5.02 $4.83 0.19%

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

티커 시가총액 P/E 매출 YoY 순이익률 ROE 매출 총이익률
PRI $8.22B 11.3 6.6% 22.8% 31.9%
PRU
PFG $19.18B 16.8 -3.1% 7.6% 10.3%
UNM
GL $12.90B 9.9 3.7% 19.4% 20.4%
OSCR -8.5 27.5% -3.8% -44.5%
LNC $8.46B 7.6 -1.2% 6.5% 12.3%
CNO $4.01B 18.5 0.85% 5.1% 8.9%
GNW $3.54B 16.7 0.08% 3.0% 2.6%

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

손익계산서 11
PRI의 연간 손익계산서 데이터
지표 추세 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +146.2% $3.29B $3.09B $2.75B $2.66B $2.71B $2.22B $2.05B $1.90B $1.69B $1.52B $1.40B $1.34B
Cost of Revenue 3-point trend, +4.6% · · $55M $68M $53M · · · · · · ·
Interest Expense 10-point trend, -23.1% · · $27M $27M $31M $29M $29M $29M $28M $29M $34M $35M
Pretax Income 12-point trend, +253.5% $975M $939M $772M $719M $644M $507M $477M $416M $380M $338M $291M $276M
Income Tax 12-point trend, +132.9% $223M $219M $181M $164M $168M $121M $111M $92M $29M $118M $101M $96M
Net Income 12-point trend, +314.1% $751M $471M $577M $472M $477M $386M $366M $324M $350M $219M $190M $181M
EPS (Basic) 12-point trend, +597.6% $22.95 $13.73 $15.97 $12.37 $12.03 $9.60 $8.65 $7.35 $7.63 $4.59 $3.70 $3.29
EPS (Diluted) 12-point trend, +596.4% $22.91 $13.71 $15.94 $12.33 $11.99 $9.57 $8.62 $7.33 $7.61 $4.59 $3.70 $3.29
Shares (Basic) 12-point trend, -40.2% 32,632,000 34,142,000 35,954,000 37,997,000 39,530,000 40,065,000 42,181,000 43,854,000 45,598,000 47,411,000 50,881,000 54,567,000
Shares (Diluted) 12-point trend, -40.1% 32,680,000 34,199,000 36,027,000 38,106,000 39,652,000 40,185,000 42,314,000 43,985,000 45,689,000 47,453,000 50,913,000 54,598,000
EBITDA · · · · · · · · · · · $12M
대차대조표 15
PRI의 연간 대차대조표 데이터
지표 추세 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +293.9% $756M $688M $594M $489M $393M $548M $257M $262M $280M $212M $152M $192M
Short-term Investments · · · · · · · $8M · · · ·
PP&E (Net) 12-point trend, +50.3% $40M $41M $38M $53M $67M $58M $46M $36M $28M $27M $29M $26M
PP&E (Gross) 12-point trend, +135.5% $216M $199M $179M $186M $182M $158M $137M $112M $99M $94M $101M $92M
Accum. Depreciation 12-point trend, +170.1% $176M $158M $141M $134M $115M $100M $91M $76M $71M $67M $72M $65M
Goodwill 3-point trend, -28.7% · · $128M $128M $179M · · · · · · ·
Intangibles 12-point trend, -26.6% $45M $45M $45M $186M $196M $45M $45M $48M $52M $55M $58M $62M
Total Assets 12-point trend, +39.8% $15.01B $14.58B $15.03B $14.64B $16.20B $14.91B $13.69B $12.60B $12.46B $11.44B $10.61B $10.74B
Deferred Tax 11-point trend, -80.0% $28M $58M $54M $167M $226M $202M $189M $164M $153M $199M $142M ·
Total Liabilities 12-point trend, +32.4% $12.57B $12.32B $12.96B $12.61B $14.03B $13.07B $12.04B $11.13B $11.04B $10.22B $9.47B $9.49B
Common Stock 12-point trend, -39.1% $318.0K $334.0K $350.0K $368.0K $394.0K $393.0K $412.0K $427.0K $443.0K $457.0K $483.0K $522.0K
Retained Earnings 12-point trend, +203.6% $2.42B $2.23B $2.28B $2.15B $2.00B $1.71B $1.59B $1.49B $1.38B $1.14B $953M $796M
Stockholders' Equity 12-point trend, +96.4% $2.45B $2.26B $2.07B $2.03B $925M $1.84B $1.65B $1.46B $1.42B $1.22B $1.15B $1.25B
Liabilities + Equity 12-point trend, +39.8% $15.01B $14.58B $15.03B $14.64B $16.12B $14.91B $13.69B $12.60B $12.46B $11.44B $10.61B $10.74B
Shares Outstanding 12-point trend, -39.0% 31,810,000 33,368,000 34,996,000 36,824,000 39,368,000 39,306,000 41,207,000 42,694,000 44,251,000 45,721,000 48,297,000 52,169,000
현금 흐름 12
PRI의 연간 현금 흐름 데이터
지표 추세 202520242023202220212020201920182017201620152014
D&A 12-point trend, +57.0% $19M $23M $32M $34M $30M $18M $18M $12M $14M $15M $11M $12M
Stock-based Comp 12-point trend, +36.8% $25M $25M $19M $22M $17M $19M $18M $17M $15M $13M $15M $18M
Deferred Tax 12-point trend, -214.7% $-30M $-32M $-45M $-52M $3M $266.0K $-841.0K $3M $-54M $44M $38M $26M
Other Non-cash · · · · · · · · · · · $227.0K
Operating Cash Flow 12-point trend, +279.7% $901M $862M $693M $758M $657M $643M $486M $478M $392M $294M $264M $237M
Investing Cash Flow 12-point trend, -1405.7% $-236M $-232M $-90M $-200M $-923M $-54M $-202M $-233M $-131M $-48M $-58M $-16M
Stock Repurchased 12-point trend, +204.2% $450M $425M $375M $356M $19M $231M $225M $210M $150M $150M $200M $148M
Net Stock Activity 12-point trend, -204.2% $-450M $-428M $-375M $-356M $-19M $-231M $-225M $-210M $-150M $-150M $-200M $-148M
Dividends Paid 12-point trend, +924.8% $272M $290M $330M $255M $75M $64M $58M $44M $36M $33M $33M $27M
Financing Cash Flow 12-point trend, -240.9% $-600M $-551M $-480M $-458M $108M $-302M $-290M $-261M $-193M $-187M $-235M $-176M
Net Change in Cash 12-point trend, +59.0% $68M $75M $124M $97M $-155M $291M $-5M $-18M $68M $60M $-40M $43M
Taxes Paid 3-point trend, +3.9% $236M $140M $227M · · · · · · · · ·
수익성 5
PRI의 연간 수익성 데이터
지표 추세 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +68.5% 22.8% 15.2% 20.5% 13.7% 13.8% 17.4% 17.8% 17.1% 20.7% 14.4% 13.5% 13.5%
Pretax Margin 12-point trend, +43.9% 29.6% 30.4% 26.7% 18.1% 18.9% 22.9% 23.2% 21.9% 22.5% 22.2% 20.7% 20.6%
EBITDA Margin · · · · · · · · · · · 0.92%
ROA 12-point trend, +195.3% 5.1% 3.2% 3.9% 2.4% 2.4% 2.7% 2.8% 2.6% 2.9% 2.0% 1.8% 1.7%
ROE 12-point trend, +123.4% 31.9% 22.4% 26.3% 20.2% 17.9% 21.7% 22.5% 22.3% 25.9% 18.0% 16.6% 14.3%
효율성 1
PRI의 연간 효율성 데이터
지표 추세 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +74.9% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.1 0.1 0.1 0.1
주당 6
PRI의 연간 주당 데이터
지표 추세 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +222.2% $76.89 $67.70 $59.03 $46.75 $52.90 $46.71 $40.10 $34.23 $32.07 $26.71 $23.72 $23.87
Revenue / Share 12-point trend, +310.4% $100.73 $90.33 $78.16 $71.38 $68.34 $55.18 $48.51 $43.19 $36.97 $32.01 $27.60 $24.54
Cash Flow / Share 12-point trend, +533.5% $27.58 $25.21 $19.22 $19.88 $16.57 $16.01 $11.47 $10.87 $8.50 $6.16 $5.09 $4.35
Cash / Share 12-point trend, +544.2% $23.77 $20.61 $17.52 $13.29 $9.97 $13.93 $6.23 $6.14 $6.33 $4.64 $3.15 $3.69
Dividend / Share 12-point trend, +766.7% $4 $3 $3 $2 $2 $2 $1 $1 $1 $1 $1 $0
EPS (TTM) 12-point trend, +596.4% $22.91 $13.71 $15.94 $12.33 $11.99 $9.57 $8.62 $7.33 $7.61 $4.59 $3.70 $3.29
성장률 10
PRI의 연간 성장률 데이터
지표 추세 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -70.5% 6.6% 12.4% 3.4% -1.9% 22.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -0.3% 7.4% 4.5% 7.4% · · · · · · · · ·
Revenue CAGR 5Y 8.2% · · · · · · · · · · ·
EPS YoY 5-point trend, +165.3% 67.1% -14.0% 29.3% 2.8% 25.3% · · · · · · ·
EPS CAGR 3Y 3-point trend, +23.7% 22.9% 4.6% 18.5% · · · · · · · · ·
EPS CAGR 5Y 19.1% · · · · · · · · · · ·
Net Income YoY 5-point trend, +152.6% 59.7% -18.4% 22.1% -1.1% 23.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +17.1% 16.8% -0.48% 14.3% · · · · · · · · ·
Net Income CAGR 5Y 14.2% · · · · · · · · · · ·
Dividend CAGR 5Y 33.4% · · · · · · · · · · ·
가치 평가 (TTM) 12
PRI의 연간 가치 평가 (TTM) 데이터
지표 추세 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +146.2% $3.29B $3.09B $2.75B $2.66B $2.71B $2.22B $2.05B $1.90B $1.69B $1.52B $1.40B $1.34B
Net Income TTM 12-point trend, +314.1% $751M $471M $577M $472M $477M $386M $366M $324M $350M $219M $190M $181M
Market Cap 12-point trend, +190.3% $8.22B $9.06B $7.20B $5.22B $6.03B $5.26B $5.38B $4.17B $4.49B $3.16B $2.28B $2.83B
P/E 12-point trend, -31.6% 11.3 19.8 12.9 11.5 12.8 14.0 15.1 13.3 13.3 15.1 12.8 16.5
P/S 12-point trend, +17.9% 2.5 2.9 2.6 2.0 2.2 2.4 2.6 2.2 2.7 2.1 1.6 2.1
P/B 12-point trend, +47.8% 3.4 4.0 3.5 3.0 2.9 2.9 3.3 2.9 3.2 2.6 2.0 2.3
P / Tangible Book 6-point trend, +16.4% 3.4 4.1 3.8 3.0 11.0 2.9 · · · · · ·
P / Cash Flow 12-point trend, -23.4% 9.1 10.5 10.4 6.9 9.2 8.2 11.1 8.7 11.6 10.8 8.8 11.9
Dividend Yield 12-point trend, +252.1% 3.3% 3.2% 4.6% 4.9% 1.2% 1.2% 1.1% 1.1% 0.80% 1.1% 1.4% 0.94%
Earnings Yield 12-point trend, +46.4% 8.9% 5.1% 7.8% 8.7% 7.8% 7.1% 6.6% 7.5% 7.5% 6.6% 7.8% 6.1%
Payout Ratio 12-point trend, +147.6% 36.2% 61.6% 57.2% 68.4% 20.0% 16.7% 15.7% 13.6% 10.2% 15.2% 17.3% 14.6%
Annual Payout 12-point trend, +924.8% $272M $290M $330M $255M $75M $64M $58M $44M $36M $33M $33M $27M

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

손익계산서
2025-12-312024-12-312023-12-312022-12-312021-12-31
매출 $3.29B$3.09B$2.75B$2.66B$2.71B
순이익 $751M$471M$577M$472M$477M
희석 EPS $22.91$13.71$15.94$12.33$11.99

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기관 투자자 (13F) 562개의 제출자 · $5.5B 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 활동 — Q2 2026 대 이전 분기
신규 포지션 청산 포지션 증가함 감소 순주식 변동
71 (+8 이전 분기 대비) 40 (-5 이전 분기 대비) 171 (-13 이전 분기 대비) 173 (+20 이전 분기 대비) +3.6M

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
FMR LLC $647,771,663 2,279,281 11.81% 주식
VANGUARD PORTFOLIO MANAGEMENT LLC $521,917,385 1,836,444 9.51% 주식
VANGUARD CAPITAL MANAGEMENT LLC $402,138,737 1,414,985 7.33% 주식
Burgundy Asset Management Ltd. $356,866,881 1,324,968 6.51% 주식
STATE STREET CORP $295,933,481 1,041,286 5.39% 주식
Brave Warrior Advisors, LLC $246,078,265 865,863 4.49% 주식
GEODE CAPITAL MANAGEMENT, LLC $222,314,689 782,103 4.05% 주식
BAMCO INC /NY/ $190,826,943 671,453 3.48% 주식
DIMENSIONAL FUND ADVISORS LP $163,401,785 574,955 2.98% 주식
FIDUCIARY MANAGEMENT INC /WI/ $151,827,029 534,226 2.77% 주식
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $149,122,014 524,708 2.72% 주식
LYRICAL ASSET MANAGEMENT LP $137,790,107 484,835 2.51% 주식
AGF MANAGEMENT LTD $122,010,470 429,312 2.22% 주식
FULLER & THALER ASSET MANAGEMENT, INC. $105,978,549 372,901 1.93% 주식
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $91,149,761 320,724 1.66% 주식
Life Cycle Investment Partners Ltd $74,997,822 263,891 1.37% 주식
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $69,356,736 244,042 1.26% 주식
Quantum Capital Management, LLC / NJ $61,072,015 214,890 1.11% 주식
VANGUARD FIDUCIARY TRUST CO $56,107,617 197,423 1.02% 주식
AMERICAN CENTURY COMPANIES INC $53,789,681 189,267 0.98% 주식
Quantinno Capital Management LP $49,176,393 173,034 0.90% 주식
Qube Research & Technologies Ltd $46,121,113 162,284 0.84% 주식
ROYAL LONDON ASSET MANAGEMENT LTD $40,120,514 141,170 0.73% 주식
NORDEA INVESTMENT MANAGEMENT AB $35,149,371 122,587 0.64% 주식
RAYMOND JAMES FINANCIAL INC $33,855,708 119,126 0.62% 주식
MILLENNIUM MANAGEMENT LLC $31,813,632 111,941 0.58% 주식
Arbejdsmarkedets Tillaegspension $30,091,096 105,880 0.55% 주식
MACKENZIE FINANCIAL CORP $27,040,493 95,146 0.49% 주식
ProShare Advisors LLC $27,023,441 95,086 0.49% 주식
EULAV Asset Management $26,986,495 94,956 0.49% 주식
RHUMBLINE ADVISERS $25,304,567 89,038 0.46% 주식
ENVESTNET ASSET MANAGEMENT INC $24,695,107 86,893 0.45% 주식
RENAISSANCE TECHNOLOGIES LLC $24,651,508 86,740 0.45% 주식
JONES FINANCIAL COMPANIES LLLP $22,348,305 78,722 0.41% 주식
BANK OF AMERICA CORP /DE/ $19,648,451 69,136 0.36% 주식
VICTORY CAPITAL MANAGEMENT INC $18,039,311 63,474 0.33% 주식
Swiss National Bank $17,910,284 63,020 0.33% 주식
WCM INVESTMENT MANAGEMENT, LLC $17,616,833 61,372 0.32% 주식
ALPS ADVISORS INC $17,508,141 61,605 0.32% 주식
Gotham Asset Management, LLC $17,239,004 60,658 0.31% 주식
GOLDMAN SACHS GROUP INC $17,109,141 60,201 0.31% 주식
California Public Employees Retirement System $17,036,937 59,947 0.31% 주식
Aptus Capital Advisors, LLC $14,893,785 52,406 0.27% 주식
Copeland Capital Management, LLC $13,845,939 48,719 0.25% 주식
Public Sector Pension Investment Board $13,619,717 47,923 0.25% 주식
TWO SIGMA INVESTMENTS, LP $13,421,629 47,226 0.24% 주식
Gator Capital Management, LLC $13,367,631 47,036 0.24% 주식
Artemis Investment Management LLP $11,439,618 40,252 0.21% 주식
AMERIPRISE FINANCIAL INC $11,261,994 39,627 0.21% 주식
VOYA INVESTMENT MANAGEMENT LLC $11,123,872 39,141 0.20% 주식
REGIONS FINANCIAL CORP $10,299,692 36,241 0.19% 주식
ALLIANCEBERNSTEIN L.P. $10,261,915 40,969 0.19% 주식
PANAGORA ASSET MANAGEMENT INC $10,108,141 35,567 0.18% 주식
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9,332,634 37,259 0.17% 주식
Campbell & CO Investment Adviser LLC $9,251,278 32,552 0.17% 주식
Caisse de depot et placement du Quebec $9,193,302 32,348 0.17% 주식
Retirement Systems of Alabama $9,166,587 32,254 0.17% 주식
Callahan Advisors, LLC $8,823,865 31,048 0.16% 주식
Callan Family Office, LLC $8,815,031 31,017 0.16% 주식
VAN ECK ASSOCIATES CORP $8,436,193 29,684 0.15% 주식
VANGUARD ASSET MANAGEMENT, Ltd $8,431,361 29,667 0.15% 주식
Squarepoint Ops LLC $8,119,594 28,570 0.15% 주식
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $8,003,640 28,162 0.15% 주식
Vest Financial, LLC $7,892,234 27,770 0.14% 주식
ALGERT GLOBAL LLC $7,878,308 27,721 0.14% 주식
Nuveen Asset Management, LLC $7,664,901 28,240 0.14% 주식
BlackRock, Inc. $7,560,857 26,604 0.14% 주식
CAPITAL FUND MANAGEMENT S.A. $7,450,018 26,214 0.14% 주식
STIFEL FINANCIAL CORP $7,435,162 26,162 0.14% 주식
XTX Topco Ltd $7,222,943 25,415 0.13% 주식
PRUDENTIAL FINANCIAL INC $7,180,881 25,267 0.13% 주식
TEACHER RETIREMENT SYSTEM OF TEXAS $7,153,031 25,169 0.13% 주식
Bridgewater Associates, LP $7,087,095 24,937 0.13% 주식
SCHRODER INVESTMENT MANAGEMENT GROUP $6,701,469 23,346 0.12% 주식
Corient Private Wealth LP $6,657,458 23,425 0.12% 주식
Lighthouse Investment Partners, LLC $6,580,935 23,156 0.12% 주식
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $6,395,637 22,504 0.12% 주식
MANUFACTURERS LIFE INSURANCE COMPANY, THE $5,948,022 20,929 0.11% 주식
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $5,845,426 20,568 0.11% 주식
JANE STREET GROUP, LLC $5,835,194 20,532 0.11% 주식
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $5,815,300 20,462 0.11% 주식
Schonfeld Strategic Advisors LLC $5,788,300 20,367 0.11% 주식
&PARTNERS $5,725,289 20,132 0.10% 주식
NORGES BANK $5,274,184 18,558 0.10% 주식
FRANKLIN RESOURCES INC $5,232,122 18,410 0.10% 주식
Legal & General Group Plc $5,160,219 18,157 0.09% 주식
BNP PARIBAS FINANCIAL MARKETS $5,088,033 17,903 0.09% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,057,692 20,192 0.09% 주식
Prescott Group Capital Management, L.L.C. $5,042,561 17,743 0.09% 주식
JLB & ASSOCIATES INC $5,014,402 17,644 0.09% 주식
Brandywine Global Investment Management, LLC $4,955,086 19,179 0.09% 주식
ZACKS INVESTMENT MANAGEMENT $4,924,660 17,327 0.09% 주식
NEW YORK STATE COMMON RETIREMENT FUND $4,910,123 17,277 0.09% 주식
Nuveen, LLC $4,902,450 17,250 0.09% 주식
SEI INVESTMENTS CO $4,865,940 17,125 0.09% 주식
B. Metzler seel. Sohn & Co. AG $4,719,709 16,607 0.09% 주식
Prana Capital Management, LP $4,662,585 16,406 0.08% 주식
Sovereign's Capital Management, LLC $4,610,129 16,214 0.08% 주식
VISTA INVESTMENT PARTNERS LLC $4,380,726 15,412 0.08% 주식
NewEdge Wealth, LLC $4,360,481 15,343 0.08% 주식

회사 내부자 27 명의 내부자 · 8 임원 · 15 이사

내부자 역할 마지막 활동 보유 주식 수 매수 12개월 매도 12개월 순매수/매도 12개월
Alison S. Rand Executive VP and CFO 2023년 11월 30일 S 6,444 0 0 $0
William A. Kelly President of Subsidiary 2020년 3월 1일 M 17,981 0 0 $0
Gregory C. Pitts Executive VP and COO 2024년 3월 11일 S 3,379 0 0 $0
Nicholas Adam Jendusa Principal Accounting Officer 2025년 3월 5일 S 200 0 0 $0
Tracy Xiangyan Tan EVP and Chief Financial Office 2025년 3월 1일 M 1,020 0 0 $0
Jeffrey S. Fendler Executive Vice President 2016년 8월 12일 S 32,988 0 0 $0
Michael C. Adams Executive Vice President 2016년 8월 1일 S 40,589 0 0 $0
Chess E. Britt Executive Vice President 2016년 3월 1일 M 65,399 0 0 $0
Joel M. Babbit 이사 2026년 6월 12일 A 9,143 0 0 $0
Barbara A. Yastine 이사 2026년 6월 12일 A 19,914 0 0 $0
Donald R. Williams 이사 2026년 6월 12일 A 21,006 0 0 $0
Cynthia N Day 이사 2026년 6월 12일 A 20,363 0 0 $0
Beatriz R Perez 이사 2025년 6월 13일 A 11,220 0 0 $0
Gary L Crittenden 이사 2025년 6월 13일 A 20,548 0 0 $0
Sanjeev Dheer 이사 2025년 5월 21일 S 3,711 0 0 $0
Darryl L. Wilson 이사 2025년 5월 14일 A 1,367 0 0 $0
John A. Addison Jr. 이사 2025년 5월 14일 A 15,703 0 0 $0
George P Benson 이사 2023년 3월 14일 A 15,342 0 0 $0
Mark Mason 이사 2019년 3월 15일 J 4,456 0 0 $0
Robert F Mccullough 이사 2018년 3월 16일 J 18,120 0 0 $0
Daniel Zilberman 이사 2013년 6월 3일 S 0 0 0 $0
Michael E. Martin 이사 2013년 6월 3일 S 0 0 0 $0
Ellyn A Mccolgan 이사 2010년 8월 19일 A 2,819 0 0 $0
Peter W. Schneider 2026년 8월 17일 S 8,011 0 1 $-562,770
Amber Lynne Cottle 2026년 8월 11일 S 3,549 0 1 $-87,503
Glenn J. Williams 2026년 8월 10일 S 32,196 0 2 $-901,035
Saxby C Chambliss 2022년 3월 14일 A 7,830 0 0 $0

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

행동주의자 및 5% 이상 소유자 1 보유

SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.

제출자 제출됨 지분 상태 목적 제출
Warburg Pincus Private Equity X, L.P . S.S. OR, Warburg Pincus X Partners, L.P . S.S. OR, Warburg Pincus X, L.P . S.S. OR, Warburg Pincus X LLC S.S. OR, Warburg Pincus Partners LLC S.S. OR, Warburg Pincus & Co. S.S. OR, Warburg Pincus LLC S.S. OR, Charles R. Kaye S.S. OR, Joseph P. Landy S.S. OR ×14 제출 서류 2013년 6월 5일 최초 제출 SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF 보유 현황 121 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
SOVF · Elevation Series Trust 2.56% 8,561 NS 2026년 4월 30일 N-PORT
OSCV · ETF Series Solutions 2.14% 51,989 NS 2026년 4월 30일 N-PORT
OUSM · ALPS ETF Trust 1.98% 64,466 NS 2026년 5월 31일 N-PORT
RUNN · Strategic Trust 1.70% 21,806 NS 2026년 5월 31일 N-PORT
REGL · ProShares Trust 1.52% 94,197 NS 2026년 5월 31일 N-PORT
GRPM · Invesco Exchange-Traded Fund Trust 1.36% 21,492 SH 2026년 8월 8일 일간
XMLV · Invesco Exchange-Traded Fund Trust … 1.35% 31,533 SH 2026년 8월 8일 일간
XMHQ · Invesco Exchange-Traded Fund Trust 1.34% 233,648 SH 2026년 8월 8일 일간
IAK · iShares Trust 1.09% 18,469 SH 2026년 8월 8일 일간
SDVD · First Trust Exchange-Traded Fund IV 0.86% 25,403 NS 2026년 4월 30일 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.78% 35,736 NS 2026년 4월 30일 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0.73% 2,840 SH 2026년 8월 8일 일간
FXO · First Trust Exchange-Traded AlphaDE… 0.67% 25,451 NS 2026년 4월 30일 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.55% 598 NS 2026년 4월 30일 N-PORT
BSMS · Invesco Exchange-Traded Self-Indexe… 0.39% 1,180,000 2026년 8월 8일 일간
VFQY · VANGUARD WELLINGTON FUND 0.38% 6,412 SH 2026년 8월 8일 일간
IQSM · New York Life Investments ETF Trust 0.37% 4,192 NS 2026년 4월 30일 N-PORT
SMIZ · Zacks Trust 0.36% 3,446 NS 2026년 5월 31일 N-PORT
MIDE · DBX ETF Trust 0.35% 43 NS 2026년 5월 29일 N-PORT
XJH · iShares Trust 0.32% 4,226 SH 2026년 8월 8일 일간
IJK · iShares Trust 0.32% 105,910 SH 2026년 8월 8일 일간
FNK · First Trust Exchange-Traded AlphaDE… 0.31% 2,423 NS 2026년 4월 30일 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.30% 4,144 SH 2026년 8월 8일 일간
IJH · iShares Trust 0.28% 1,075,983 SH 2026년 8월 8일 일간
IVOG · VANGUARD ADMIRAL FUNDS 0.27% 17,846 SH 2026년 8월 8일 일간
PTMC · Pacer Funds Trust 0.26% 3,664 NS 2026년 4월 30일 N-PORT
SMLF · iShares Trust 0.26% 33,849 SH 2026년 8월 8일 일간
PKW · Invesco Exchange-Traded Fund Trust 0.25% 13,900 SH 2026년 8월 8일 일간
AVMV · AMERICAN CENTURY ETF TRUST 0.25% 5,795 NS 2026년 5월 31일 N-PORT
BKMC · BNY Mellon ETF Trust 0.25% 5,482 NS 2026년 4월 30일 N-PORT
BSMT · Invesco Exchange-Traded Self-Indexe… 0.24% 650,000 2026년 8월 8일 일간
IJJ · iShares Trust 0.24% 66,685 SH 2026년 8월 8일 일간
IVOO · VANGUARD ADMIRAL FUNDS 0.24% 50,415 SH 2026년 8월 8일 일간
NUSC · Nushares ETF Trust 0.24% 10,947 NS 2026년 4월 30일 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.23% 10,872 NS 2026년 4월 30일 N-PORT
BSMR · Invesco Exchange-Traded Self-Indexe… 0.23% 765,000 2026년 8월 8일 일간
IVOV · VANGUARD ADMIRAL FUNDS 0.21% 11,247 SH 2026년 8월 8일 일간
FSMD · FIDELITY COVINGTON TRUST 0.21% 17,484 NS 2026년 4월 30일 N-PORT
AVLV · AMERICAN CENTURY ETF TRUST 0.20% 95,629 NS 2026년 5월 31일 N-PORT
EBI · RBB Fund Trust 0.20% 4,808 NS 2026년 5월 31일 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.20% 3,044 NS 2026년 4월 30일 N-PORT
VBR · VANGUARD INDEX FUNDS 0.19% 457,060 SH 2026년 8월 8일 일간
MVV · ProShares Trust 0.19% 1,102 NS 2026년 5월 31일 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 13,408 NS 2026년 4월 30일 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.18% 153,359 NS 2026년 5월 31일 N-PORT
MIDU · Direxion Shares ETF Trust 0.18% 529 NS 2026년 4월 30일 N-PORT
DFAS · Dimensional ETF Trust 0.17% 83,477 NS 2026년 4월 30일 N-PORT
ISCV · iShares Trust 0.17% 3,545 SH 2026년 8월 8일 일간
ISCG · iShares Trust 0.16% 4,921 SH 2026년 8월 8일 일간
SCHM · SCHWAB STRATEGIC TRUST 0.16% 86,274 NS 2026년 5월 31일 N-PORT