AJG Arthur J. Gallagher & Co. Common Stock
$254,74
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 5, 2026
Zakres 52 tyg.
$191–$314
52% of range
Ocena Analityków
BUY
29 analysts
Cena Docelowa
$290
+14% upside
P/E (TTM)
44.4
ROE
6.9%
Marża Zysku Netto
10.7%
O Arthur J. Gallagher & Co. Common Stock Przegląd firmy z Wikipedii
Arthur J. Gallagher & Co. (Gallagher) is an American insurance brokerage and risk management services company based in Rolling Meadows, Illinois, a suburb of Chicago. The company provides insurance brokerage services and risk management services, the latter of which primarily includes the processing of workers compensation and automobile insurance claims through the company's adjusters.
Czytaj więcej
Arthur J. Gallagher & Co. (Gallagher) is an American insurance brokerage and risk management services company based in Rolling Meadows, Illinois, a suburb of Chicago. The company provides insurance brokerage services (87% of 2025 revenues) and risk management services (13% of 2025 revenues), the latter of which primarily includes the processing of workers compensation and automobile insurance claims through the company's adjusters.
The company is ranked 367th on the Fortune 500 and 192nd on the Forbes Global 2000.
Founded in 1927, the company ranks among the world's largest insurance brokers.
History
Early years
The company that would become Gallagher was established in 1927 as an insurance agency by Arthur Gallagher in Chicago.
In 1938, Gallagher contributed to the development of The Hartford Group’s Retrospective Rating Program, a plan designed to provide financial incentives to policyholders who maintained lower loss records. He also authored what is noted as Chicago’s first large-deductible fire insurance policy, issued to Bowman Dairy Co. At the time, both initiatives were regarded as innovative within the insurance industry.
After World War II, in 1945, Arthur Gallagher’s three sons—Jim, Bob, and John—joined the business.
In 1950, the company was formally incorporated, and each of the three sons was granted an equity stake in the firm.
1980s-present
During the 1980s and 1990s, the company faced significant competitive pressures within the crowded domestic insurance market in the United States.
From 1990 through 2000, the company reported double-digit growth in all but three years, indicating a period of substantial expansion.
In 2000, Gallagher acquired 16 smaller insurance brokerages, which expanded its presence across the United States, eventually leading to operations in all 50 states.
The company began international expansion in 2002 with entry into India and Asia.
In February 2010, Gallagher acquired Securitas Re, a reinsurance brokerage firm based in São Paulo, Brazil, from Estater Gestão de Investimentos Ltda.
In March 2010, Gallagher announced an agreement to acquire substantially all of the insurance brokerage operations of FirstCity Partnership, a London-based firm.
In 2011, Gallagher established operations in Singapore.
In December 2013, Gallagher acquired Bergvall Marine, an insurance brokerage firm based in Oslo, Norway.
The company expanded to Australia in 2014.
In December 2014, Gallagher announced the expansion of its brand presence in Australia through the rebranding of OAMPS Insurance Brokers, following its acquisition of the firm in June of the same year.
In November 2015, Gallagher announced the acquisition of insurance brokers Christie Phoenix (Victoria) and its affiliate Discovery Insurance Services, both based in Victoria, British Columbia.
In December 2015, Gallagher, through its New Zealand subsidiary Crombie Lockwood, acquired Reid Manson, an insurance brokerage based in the central region of the South Island.
In June 2016, Gallagher announced that several Canadian brokerages operating under the Noraxis group would rebrand to Gallagher.
In July 2016, Gallagher acquired an 85% stake in Brim AB, a Stockholm-based specialty insurance and reinsurance brokerage firm.
In August 2017, Gallagher acquired Ballard Benefit Works, a Michigan-based employee benefits brokerage.
In February 2020, Gallagher acquired Affiliated Benefit Consultants, a benefits consulting firm headquartered in Oak Brook, Illinois.
In September 2020, Gallagher reported a ransomware incident affecting certain internal systems. In response to the security event, the company implemented precautionary measures including taking all global systems offline, initiating response protocols, launching an investigation, engaging external cybersecurity professionals, and activating business continuity plans to minimize disruption to customers. By September 28, 2020, the company indicated that it had restarted or was in the process of restarting most of its business systems.
In July 2022, Gallagher acquired Four Corners Group, an executive search firm based in Toronto, Canada.
In December 2022, Gallagher announced the acquisition of Interbrok Group, a retail insurance brokerage firm based in São Paulo, Brazil.
In April 2023, Gallagher acquired BCHR Holdings, operating as Buck, an organization specializing in human resources, pension, and employee benefits consulting services, for $660 million.
In September 2023, Gallagher acquired Eastern Insurance Group, a Massachusetts-based insurance provider that operates as a subsidiary of Eastern Bank.
Also in September 2023, Gallagher announced the acquisition of Lifesure Group Limited, a United Kingdom-based personal lines insurance broking service.
In October 2023, Gallagher acquired Cadence Bank's insurance brokerage unit for $904 million.
In January 2024, Gallagher acquired Köberich Financial Lines, an insurance broker based in Cologne.
In October 2025, Gallagher acquired Meadowbrook Insurance Agency, a retail insurance broker headquartered in Southfield, Michigan.
In August 2025, Gallagher acquired AssuredPartners, a U.S. insurance broker, for $13.45 billion ($12.45 billion net of tax benefits) in the largest sale of a U.S. insurance broker to a strategic acquirer in industry history.
In February 2026, Gallagher Bassett acquired Reck & Co GmbH, a specialist provider of global transport and marine claims services based in Bremen. Reck & Co offers surveying, claim handling, recovery, and loss prevention services.
In February 2026, Gallagher acquired Krose GmbH & Co KG, a commercial insurance and reinsurance broker based in Bremen.
In media
Robert E. Gallagher and Alison Kittrell, The Gallagher Way, released jointly by Marketing Counsel and iUniverse in 2005.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
AJG Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$254.74
Kapitalizacja Rynkowa
$65.47B
P/E (TTM)
44.4
EPS (TTM)
$5.74
Przychody (TTM)
$13.94B
Stopa dywidendy
1.0%
ROE
6.9%
D/E Dług/Kapitał
0.5
Zakres 52 tyg.
$191 – $314
AJG Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$13.94B
2023-12-31
→
2025-12-31
EPS
$5.74
2023-12-31
→
2025-12-31
Wolny przepływ pieniężny
—
Marże
10.7%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
AJG
Mediana porównawcza
P/E (TTM)
44.4
40.4
P/S (TTM)
4.7
3.7
P/B
2.8
5.3
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
AJG
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
10.7%
6.4%
ROA
2.2%
3.2%
ROE
6.9%
10.1%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
AJG
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
0.5
—
Current Ratio (Wskaźnik bieżący)
1.1
1.1
Quick Ratio (Wskaźnik Szybkości)
0.2
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
AJG
Mediana porównawcza
Revenue YoY (Przychody R/R)
20.7%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
17.7%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
14.8%
—
EPS YoY
-11.7%
—
Net Income YoY (Zysk Netto R/R)
2.1%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
AJG
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
44.6%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
1.0%
Wskaźnik Wypłaty Dywidendy
44.6%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 5 czerwca 2026 | $0,7000 |
| 6 marca 2026 | $0,7000 |
| 5 grudnia 2025 | $0,6500 |
| 5 września 2025 | $0,6500 |
| 6 czerwca 2025 | $0,6500 |
| 7 marca 2025 | $0,6500 |
| 6 grudnia 2024 | $0,6000 |
| 6 września 2024 | $0,6000 |
| 7 czerwca 2024 | $0,6000 |
| 29 lutego 2024 | $0,6000 |
| 30 listopada 2023 | $0,5500 |
| 31 sierpnia 2023 | $0,5500 |
| 1 czerwca 2023 | $0,5500 |
| 2 marca 2023 | $0,5500 |
| 1 grudnia 2022 | $0,5100 |
| 1 września 2022 | $0,5100 |
| 2 czerwca 2022 | $0,5100 |
| 3 marca 2022 | $0,5100 |
| 2 grudnia 2021 | $0,4800 |
| 2 września 2021 | $0,4800 |
AJG Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
29 analityków
- Mocne kupno 6 20,7%
- Kup 17 58,6%
- Trzymaj 6 20,7%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
18 analityków · 2026-08-16
Mediana
$286.00
Teraz
$254.74
Niski
$250.00
Wysoki
$388.00
Średni cel
$286.00
+12,3%
Średnia cel
$290.44
+14,0%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
-0.04%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $2.84 | $2.84 | -0.00% |
| 31 marca 2026 | $4.47 | $4.47 | -0.00% |
| 31 grudnia 2025 | $2.38 | $2.37 | 0.01% |
| 30 września 2025 | $2.32 | $2.57 | -0.25% |
| 30 czerwca 2025 | $2.33 | $2.39 | -0.06% |
| 31 marca 2025 | $3.67 | $3.62 | 0.05% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| AJG | $66.51B | 45.1 | 20.7% | 10.7% | 6.9% | — |
| MRSH | $89.98B | 22.0 | 10.3% | 15.4% | 28.1% | — |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | — |
| RYAN | — | — | 21.3% | 2.1% | 9.9% | — |
| BWIN | — | -48.1 | 8.3% | -2.2% | -5.7% | — |
| HGTY | — | — | 17.3% | 10.2% | 80.3% | — |
| GSHD | — | 70.8 | 16.2% | 7.6% | -107.8% | — |
| LIFE | — | — | 52.0% | 18.4% | -108.4% | — |
| TWFG | — | 54.3 | 22.0% | — | — | — |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 11
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $13.94B | $11.55B | $10.07B | $8.55B | $8.21B | $7.00B | $7.20B | $6.93B | $6.16B | $5.59B | $5.39B | $4.63B | |
| Cost of Revenue | · | · | · | $23M | $1.17B | $882M | $1.35B | $1.82B | $1.64B | $1.41B | · | $1.06B | |
| Operating Expenses | $2.26B | $1.75B | $1.69B | $1.33B | $1.07B | $906M | $1.07B | $904M | $829M | $776M | $841M | $743M | |
| Interest Expense | $639M | $381M | $297M | $257M | $226M | $196M | $180M | $138M | $124M | $110M | $103M | $89M | |
| Pretax Income | $1.87B | $1.88B | $1.19B | $1.33B | $975M | $871M | $626M | $479M | $360M | $334M | $294M | $292M | |
| Income Tax | $368M | $404M | $219M | $211M | $20M | $13M | $-90M | $-196M | $-157M | $-97M | $-96M | $-36M | |
| Net Income | $1.49B | $1.46B | $970M | $1.11B | $907M | $819M | $669M | $634M | $481M | $397M | $357M | $303M | |
| EPS (Basic) | $5.83 | $6.63 | $4.51 | $5.30 | $4.47 | $4.29 | $3.60 | $3.47 | $2.67 | $2.23 | $2.07 | $1.98 | |
| EPS (Diluted) | $5.74 | $6.50 | $4.42 | $5.19 | $4.37 | $4.20 | $3.52 | $3.40 | $2.64 | $2.22 | $2.06 | $1.97 | |
| Shares (Basic) | 256,100,000 | 220,500,000 | 214,900,000 | 210,300,000 | 202,700,000 | 191,000,000 | 186,000,000 | 182,700,000 | 180,100,000 | 177,600,000 | 172,200,000 | 152,900,000 | |
| EBITDA | $1.12B | $842M | $696M | $600M | $566M | $562M | $474M | $419M | $386M | $351M | $334M | $259M |
Bilans 25
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | $738M | $403M | $665M | $605M | $607M | $681M | $546M | $480M | $314M | |
| Receivables | $5.17B | $3.90B | $3.79B | $2.91B | · | · | · | · | · | · | · | · | |
| Prepaid Expense | · | · | · | $197M | $172M | $112M | $116M | $108M | $92M | $78M | $78M | $72M | |
| Other Current Assets | $886M | $518M | $450M | $399M | $1.45B | $1.11B | $1.07B | $1.02B | $882M | $634M | $587M | $667M | |
| Current Assets | $34.36B | $44.11B | $32.12B | $22.29B | $17.67B | $11.12B | $9.12B | $8.12B | $7.27B | $4.42B | $4.21B | $3.81B | |
| PP&E (Net) | $789M | $650M | $726M | $576M | $501M | $451M | $467M | $437M | $412M | $378M | $249M | $195M | |
| PP&E (Gross) | $2.27B | $1.81B | $1.75B | $1.46B | $1.31B | $1.18B | $1.06B | $942M | $881M | $789M | $648M | $549M | |
| Accum. Depreciation | $1.48B | $1.16B | $1.02B | $886M | $808M | $729M | $592M | $505M | $468M | $412M | $399M | $353M | |
| Goodwill | $22.59B | $12.27B | $11.48B | $9.49B | $8.67B | $6.13B | $5.62B | $4.63B | $4.16B | $3.75B | $3.66B | $3.45B | |
| Intangibles | $10.68B | $4.53B | $4.63B | $3.37B | $3.95B | $2.40B | $2.32B | $1.77B | $1.64B | $1.63B | $1.70B | $1.78B | |
| Other Non-current Assets | $1.60B | $1.35B | $1.13B | $990M | $966M | $770M | $774M | $574M | $567M | $504M | $443M | $385M | |
| Total Assets | $70.67B | $64.25B | $51.62B | $38.36B | $33.24B | $22.33B | $19.63B | $16.33B | $14.91B | $13.53B | $10.91B | $10.01B | |
| Short-term Debt | $640M | $200M | $670M | $310M | $245M | $75M | $620M | $365M | $290M | $578M | $245M | $140M | |
| Current Liabilities | $32.52B | $29.26B | $31.06B | $21.34B | $16.73B | $10.13B | $8.92B | $7.69B | $6.73B | $4.61B | $4.19B | $3.64B | |
| Capital Leases | $515M | $328M | $352M | $300M | $309M | $321M | $341M | · | · | · | · | · | |
| Other Non-current Liabilities | $2.02B | $1.69B | $2.32B | $1.90B | $1.87B | $1.31B | $1.27B | $901M | $1.11B | $1.08B | $964M | $937M | |
| Total Liabilities | $47.32B | $44.08B | $40.80B | $29.17B | $24.78B | $16.10B | $14.42B | $11.76B | $10.61B | $7.83B | $7.22B | $6.70B | |
| Long-term Debt | $12.87B | $23M | $24M | $17M | $23M | $20M | $18M | $20M | $20M | $27M | $63M | $46M | |
| Total Debt | $12.74B | $12.93B | $7.68B | $5.87B | $6.06B | $4.34B | $4.44B | $3.46B | $2.98B | $2.72B | $2.32B | $2.27B | |
| Common Stock | $257M | $250M | $217M | $212M | $208M | $194M | $188M | $184M | $181M | $178M | $177M | $165M | |
| Retained Earnings | $5.81B | $4.99B | $4.05B | $3.56B | $2.88B | $2.37B | $1.90B | $1.56B | $1.22B | $916M | $774M | $676M | |
| AOCI | $-525M | $-1.15B | $-792M | $-1.14B | $-726M | $-644M | $-760M | $-786M | $-555M | $-764M | $-522M | $-261M | |
| Stockholders' Equity | $23.32B | $20.15B | $10.78B | $9.14B | $8.51B | $6.19B | $5.16B | $4.50B | $4.24B | $3.60B | $3.64B | $3.23B | |
| Liabilities + Equity | $70.67B | $64.25B | $51.62B | $38.36B | $33.34B | $22.33B | $19.63B | $16.33B | $14.91B | $11.49B | $10.91B | $10.01B | |
| Shares Outstanding | 257,000,000 | 250,000,000 | 216,700,000 | 211,900,000 | 208,500,000 | 193,700,000 | 188,100,000 | 184,000,000 | 181,000,000 | 178,300,000 | 176,900,000 | 164,600,000 |
Przepływy pieniężne 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.12B | $843M | $697M | $600M | $566M | $562M | $474M | $419M | $386M | $351M | $334M | $259M | |
| Stock-based Comp | $49M | $42M | $31M | $24M | $13M | $14M | $14M | $14M | $17M | $15M | $11M | $11M | |
| Deferred Tax | $61M | $109M | $43M | $-209M | $-184M | $-162M | $-171M | · | · | · | · | · | |
| Other Non-cash | $-796M | $127M | $291M | $596M | $402M | $358M | $-38M | $-301M | $-12M | $-158M | $-50M | $-171M | |
| Operating Cash Flow | $1.93B | $2.58B | $2.03B | $1.39B | $1.39B | $1.81B | $1.19B | $765M | $854M | $650M | $686M | $437M | |
| CapEx | · | · | · | · | · | · | · | · | · | $218M | $99M | $82M | |
| Investing Cash Flow | $-15.88B | $-1.59B | $-3.29B | $-1.00B | $-3.43B | $-471M | $-1.45B | $-910M | $-511M | $-485M | · | · | |
| Debt Issued | · | · | · | · | $1.68B | $425M | $725M | $400M | $348M | $326M | · | $1.30B | |
| Net Debt Issued | · | · | · | · | $1.68B | $425M | $725M | $400M | $348M | $326M | · | $1.20B | |
| Stock Issued | $1.50B | $8.51B | $120M | $123M | $1.55B | $112M | $101M | $82M | $60M | $46M | $203M | $997M | |
| Stock Repurchased | · | · | · | · | · | · | · | $11M | $18M | $101M | · | · | |
| Net Stock Activity | $1.50B | $8.51B | $120M | $123M | $1.55B | $112M | $101M | $71M | $43M | $-55M | $203M | $997M | |
| Dividends Paid | $667M | $525M | $474M | $430M | $392M | $347M | $321M | $302M | $283M | $272M | $258M | $223M | |
| Financing Cash Flow | $1.71B | $13.05B | $2.87B | $213M | $3.00B | $-505M | $638M | $162M | $-48M | $-12M | · | · | |
| Net Change in Cash | $-11.93B | $13.93B | $1.58B | $498M | $892M | $950M | $387M | $-68M | $367M | $45M | $210M | $16M | |
| Taxes Paid | $341M | $331M | $226M | $318M | $325M | $113M | $22M | $68M | $56M | $66M | · | · | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $404M | $554M | $321M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $267M | $417M | $220M |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 10.7% | 12.7% | 9.6% | 13.0% | 11.1% | 11.7% | · | · | 7.5% | 7.4% | 6.6% | 6.6% | |
| Pretax Margin | 13.4% | 16.2% | 11.8% | 15.5% | 11.9% | 12.4% | · | · | 6.1% | 6.4% | 5.4% | 5.8% | |
| EBITDA Margin | 8.1% | 7.3% | 6.9% | 7.0% | 6.9% | 8.0% | · | · | 6.3% | 6.3% | 6.2% | 5.6% | |
| ROA | 2.2% | 2.4% | 1.8% | 2.9% | 3.0% | 3.7% | 3.5% | 3.9% | 3.5% | 3.7% | 3.4% | 3.6% | |
| ROE | 6.9% | 9.5% | 9.7% | 12.6% | 12.3% | 14.4% | 13.9% | 14.5% | 12.0% | 11.5% | 10.4% | 11.4% |
Płynność i wypłacalność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.5 | 1.0 | 1.0 | 1.1 | 1.1 | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | 1.0 | |
| Quick Ratio | 0.2 | 0.1 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Debt / Equity | 0.5 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.9 | 0.8 | 0.7 | 0.8 | 0.6 | 0.7 | |
| LT Debt / Equity | 0.5 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.6 | 0.6 | 0.7 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | · | · | 0.5 | 0.5 | 0.5 | 0.5 | |
| Receivables Turnover | 3.1 | 3.0 | 3.0 | · | · | · | · | · | · | · | · | · |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.7% | 14.7% | 17.8% | 4.2% | 17.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.7% | 12.1% | 12.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -11.7% | 47.1% | -14.8% | 18.8% | 4.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 3.4% | 14.1% | 1.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 2.1% | 50.8% | -12.9% | 22.9% | 10.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.3% | 17.3% | 5.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 13.9% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $13.94B | $11.55B | $10.07B | $8.55B | $8.21B | $7.00B | $7.20B | $6.93B | $6.16B | $5.59B | $5.39B | $4.63B | |
| Net Income TTM | $1.49B | $1.46B | $970M | $1.11B | $907M | $819M | $669M | $634M | $481M | $397M | $357M | $303M | |
| Market Cap | $66.51B | $70.96B | $48.73B | $39.95B | $35.38B | $23.96B | $17.91B | $13.56B | $11.45B | $9.26B | $7.24B | $7.75B | |
| Enterprise Value | · | · | · | $45.48B | $41.03B | $27.64B | $21.74B | $16.41B | $13.75B | $11.44B | $9.08B | $9.70B | |
| P/E | 45.1 | 43.7 | 50.9 | 36.3 | 38.8 | 29.5 | 27.1 | 21.7 | 24.0 | 23.4 | 19.9 | 23.9 | |
| P/S | 4.8 | 6.1 | 4.8 | 4.7 | 4.3 | 3.4 | 2.5 | 2.0 | 1.9 | 1.7 | 1.3 | 1.7 | |
| P/B | 2.9 | 3.5 | 4.5 | 4.4 | 4.2 | 3.9 | 3.5 | 3.0 | 2.8 | 2.6 | 2.0 | 2.4 | |
| P / Tangible Book | · | 21.2 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 34.5 | 27.5 | 24.0 | 18.8 | 20.8 | 13.7 | 16.0 | 17.7 | 13.4 | 14.9 | 11.1 | 19.3 | |
| P / FCF | · | · | · | · | · | · | · | · | · | 22.9 | 13.1 | 24.2 | |
| EV / EBITDA | · | · | · | 75.9 | 72.5 | 49.1 | 45.8 | 39.2 | 35.7 | 32.6 | 27.2 | 37.5 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 28.3 | 16.4 | 30.2 | |
| EV / Revenue | · | · | · | 5.3 | 5.0 | 3.9 | 3.0 | 2.4 | 2.2 | 2.0 | 1.7 | 2.1 | |
| Dividend Yield | 1.0% | 0.74% | 0.97% | 1.1% | 1.1% | 1.5% | 1.8% | 2.2% | 2.5% | 2.9% | 3.6% | 2.9% | |
| Earnings Yield | 2.2% | 2.3% | 2.0% | 2.8% | 2.6% | 3.4% | 3.7% | 4.6% | 4.2% | 4.3% | 5.0% | 4.2% | |
| Payout Ratio | 44.6% | 35.9% | 48.9% | 38.6% | 43.2% | 42.4% | 48.0% | 47.6% | 61.1% | 65.7% | 72.2% | 73.5% | |
| Annual Payout | $667M | $525M | $474M | $430M | $392M | $347M | $321M | $302M | $283M | $272M | $258M | $223M |
Rachunek zysków i strat 11
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.00B | $4.76B | $3.63B | $3.37B | $3.22B | $3.73B | $2.72B | $2.81B | $2.78B | $3.26B | $2.43B | $2.49B | $2.44B | $2.71B | $2.03B | $2.04B | |
| Cost of Revenue | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Operating Expenses | $679M | $643M | $668M | $581M | $519M | $490M | $439M | $454M | $426M | $436M | $450M | $423M | $434M | $382M | $368M | $322M | |
| Interest Expense | $168M | $158M | $161M | $161M | $158M | $158M | $102M | $93M | $94M | $92M | $78M | $73M | $78M | $68M | $64M | $64M | |
| Pretax Income | $414M | $1.04B | $180M | $347M | $473M | $873M | $333M | $403M | $366M | $773M | $-82M | $364M | $297M | $606M | $122M | $315M | |
| Income Tax | $90M | $220M | $26M | $73M | $105M | $164M | $75M | $89M | $80M | $160M | $-43M | $81M | $62M | $119M | $-14M | $59M | |
| Net Income | $324M | $822M | $151M | $273M | $368M | $704M | $259M | $313M | $283M | $608M | $-32M | $281M | $234M | $486M | $136M | $256M | |
| EPS (Basic) | $1.26 | $3.20 | $0.58 | $1.06 | $1.43 | $2.76 | $1.10 | $1.43 | $1.30 | $2.80 | $-0.17 | $1.30 | $1.09 | $2.29 | $0.64 | $1.21 | |
| EPS (Diluted) | $1.25 | $3.16 | $0.58 | $1.04 | $1.40 | $2.72 | $1.10 | $1.39 | $1.27 | $2.74 | $-0.17 | $1.28 | $1.07 | $2.24 | $0.62 | $1.19 | |
| Shares (Basic) | 256,700,000 | 257,100,000 | -511,500,000 | 256,600,000 | 256,200,000 | 254,800,000 | -435,100,000 | 219,300,000 | 218,800,000 | 217,500,000 | -428,500,000 | 215,700,000 | 214,900,000 | 212,800,000 | -419,600,000 | 210,700,000 | |
| EBITDA | · | $339M | · | · | · | $253M | · | · | · | $208M | · | · | · | $159M | · | · |
Bilans 25
| Wskaźnik | Trend | 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 | · | · | · | · | · | · | · | · | · | · | · | $858M | $778M | $1.35B | · | $554M | |
| Receivables | $6.08B | $5.96B | $5.17B | $5.43B | $4.74B | $4.52B | $3.90B | $3.99B | $4.18B | $4.15B | · | $3.77B | $3.72B | $3.53B | · | · | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $174M | |
| Other Current Assets | $807M | $773M | $886M | $711M | $505M | $458M | $518M | $435M | $403M | $412M | · | $436M | $418M | $298M | · | $1.56B | |
| Current Assets | $45.45B | $42.02B | $34.36B | $43.01B | $57.84B | $53.44B | $44.11B | $37.28B | $43.31B | $41.48B | · | $35.94B | $36.85B | $28.78B | · | $23.80B | |
| PP&E (Net) | $765M | $762M | $789M | $803M | $691M | $647M | $650M | $660M | $655M | $705M | · | $649M | $640M | $581M | · | $561M | |
| PP&E (Gross) | · | · | $2.27B | · | · | · | $1.81B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.48B | · | · | · | $1.16B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $23.03B | $22.96B | $22.59B | $22.21B | $13.74B | $12.71B | $12.27B | $12.19B | $11.92B | $11.53B | $11.48B | $10.47B | $10.51B | $9.70B | $9.49B | $8.84B | |
| Intangibles | $10.21B | $10.37B | $10.68B | $10.75B | $5.13B | $4.53B | $4.53B | $4.35B | $4.39B | $4.62B | $4.63B | $3.58B | $3.72B | $3.40B | $3.37B | $3.05B | |
| Other Non-current Assets | $1.73B | $1.57B | $1.60B | $1.63B | $1.57B | $1.49B | $1.35B | $1.36B | $1.31B | $1.20B | · | $1.09B | $1.11B | $1.03B | · | $934M | |
| Total Assets | $81.81B | $78.30B | $70.67B | $79.07B | $80.12B | $74.10B | $64.25B | $57.24B | $63.01B | $60.98B | $51.62B | $53.20B | $54.37B | $45.09B | $38.36B | $38.67B | |
| Short-term Debt | $1.52B | $640M | $640M | $770M | $640M | $515M | $200M | $200M | $280M | $108M | · | $425M | $920M | $675M | · | $440M | |
| Current Liabilities | $43.17B | $39.53B | $32.52B | $40.76B | $42.54B | $37.04B | $29.26B | $35.20B | $41.61B | $39.64B | · | $34.47B | $35.59B | $27.10B | · | $22.46B | |
| Capital Leases | $497M | $499M | $515M | $577M | $402M | $326M | $328M | $326M | $335M | $338M | · | $322M | $332M | $311M | · | $302M | |
| Other Non-current Liabilities | $2.26B | $2.22B | $2.02B | $2.27B | $1.96B | $1.89B | $1.69B | $1.65B | $1.61B | $1.60B | · | $1.81B | $1.92B | $1.74B | · | $1.66B | |
| Total Liabilities | $58.06B | $54.50B | $47.32B | $55.83B | $57.07B | $51.74B | $44.08B | $45.03B | $51.41B | $49.63B | · | $42.69B | $43.93B | $35.24B | · | $30.04B | |
| Long-term Debt | · | · | $12.87B | · | · | · | · | · | · | · | · | · | · | · | · | $9M | |
| Total Debt | $13.47B | $12.72B | · | $12.87B | $12.74B | $12.93B | · | $7.99B | $8.07B | $8.10B | · | $6.45B | $6.94B | $6.70B | · | $6.00B | |
| Common Stock | $256M | $257M | $257M | $257M | $256M | $256M | $250M | $219M | $219M | $218M | · | $216M | $216M | $214M | · | $211M | |
| Retained Earnings | $6.59B | $6.45B | $5.81B | $5.82B | $5.72B | $5.52B | $4.99B | $4.86B | $4.68B | $4.53B | · | $4.21B | $4.05B | $3.93B | · | $3.54B | |
| AOCI | $-694M | $-566M | $-525M | $-581M | $-500M | $-934M | $-1.15B | $-593M | $-939M | $-949M | · | $-1.06B | $-883M | $-1.10B | · | $-1.48B | |
| Stockholders' Equity | $23.72B | $23.77B | $23.32B | $23.21B | $23.02B | $22.32B | $20.15B | $12.18B | $11.57B | $11.30B | · | $10.46B | $10.40B | $9.82B | · | $8.57B | |
| Liabilities + Equity | $81.81B | $78.30B | $70.67B | $79.07B | $80.12B | $74.10B | $64.25B | $57.24B | $63.01B | $60.98B | · | $53.20B | $54.37B | $45.09B | · | $38.67B | |
| Shares Outstanding | 256,300,000 | 256,900,000 | 257,000,000 | 256,800,000 | 256,400,000 | 256,100,000 | 250,000,000 | 219,400,000 | 219,100,000 | 218,500,000 | · | 215,900,000 | 215,500,000 | 214,200,000 | · | 210,800,000 |
Przepływy pieniężne 13
| Wskaźnik | Trend | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $358M | $339M | $362M | $276M | $231M | $255M | $214M | $210M | $212M | $208M | $190M | $172M | $176M | $159M | $154M | $146M | |
| Stock-based Comp | $24M | $17M | $12M | $12M | $12M | $14M | $10M | $11M | $10M | $11M | $10M | $9M | $8M | $4M | $7M | $8M | |
| Deferred Tax | $-11M | $97M | $7M | $27M | $-29M | $56M | $106M | $-3M | $-50M | $56M | $34M | $9M | $-33M | $32M | $-188M | $-11M | |
| Other Non-cash | · | $-318M | · | · | · | $-156M | · | · | · | $-94M | · | · | · | $-253M | · | · | |
| Operating Cash Flow | $10M | $957M | $753M | $731M | $-426M | $872M | $739M | $935M | $120M | $789M | $694M | $897M | $12M | $428M | $608M | $14M | |
| Investing Cash Flow | $-353M | $-238M | $-472M | $-13.78B | $-1.35B | $-275M | $-857M | $-230M | $-308M | $-192M | $-1.90B | $-327M | $-808M | $-257M | $-443M | $-192M | |
| Stock Issued | $36M | $55M | $18M | $103M | $44M | $1.33B | $8.37B | $44M | $42M | $52M | $20M | $34M | $36M | $30M | $21M | $33M | |
| Stock Repurchased | $170M | $310M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-255M | · | · | · | $1.33B | · | · | · | $52M | · | · | · | $30M | · | · | |
| Dividends Paid | $179M | $180M | $168M | $167M | $167M | $166M | $131M | $132M | $131M | $131M | $120M | $119M | $118M | $117M | $108M | $108M | |
| Financing Cash Flow | $1.25B | $-723M | $-173M | $569M | $210M | $1.11B | $12.50B | $612M | $-54M | $-5M | $982M | $-668M | $1.60B | $958M | $-661M | $874M | |
| Net Change in Cash | $851M | $-56M | $198M | $-12.47B | $-1.43B | $1.77B | $12.17B | $1.46B | $-243M | $538M | $-242M | $-157M | $851M | $1.13B | $-313M | $487M | |
| Taxes Paid | $145M | $72M | $46M | $89M | $139M | $67M | $74M | $89M | $96M | $72M | $60M | $49M | $63M | $54M | $114M | $62M |
Rentowność 5
| Wskaźnik | Trend | 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 | 8.1% | 17.3% | · | 8.1% | 11.4% | 18.9% | · | 11.1% | 10.2% | 18.7% | · | 11.3% | 9.6% | 18.0% | · | 12.5% | |
| Pretax Margin | 10.3% | 21.9% | · | 10.3% | 14.6% | 23.4% | · | 14.4% | 13.2% | 23.7% | · | 14.6% | 12.2% | 22.4% | · | 15.4% | |
| EBITDA Margin | · | 7.1% | · | · | · | 6.8% | · | · | · | 6.4% | · | · | · | 5.9% | · | · | |
| ROA | 0.40% | 1.1% | · | 0.40% | 0.51% | 1.0% | · | 0.57% | 0.48% | 1.1% | · | 0.61% | 0.50% | 1.1% | · | 0.78% | |
| ROE | 1.4% | 3.6% | · | 1.5% | 2.1% | 4.2% | · | 2.8% | 2.6% | 5.8% | · | 2.9% | 2.4% | 5.2% | · | 3.0% |
Płynność i wypłacalność 4
| Wskaźnik | Trend | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | · | 1.1 | 1.4 | 1.4 | · | 1.1 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.1 | · | 1.1 | |
| Quick Ratio | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.0 | |
| Debt / Equity | 0.6 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.6 | 0.7 | 0.7 | · | 0.7 | |
| LT Debt / Equity | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.6 |
Efektywność 2
| Wskaźnik | Trend | 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 | 0.1 | · | 0.0 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 0.7 | 0.9 | · | 0.7 | 0.7 | 0.9 | · | 0.7 | 0.7 | 0.8 | · | 1.3 | 1.3 | 1.5 | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 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 | $15.35B | $15.07B | · | $13.12B | $12.53B | $12.57B | · | $11.33B | $10.97B | $10.90B | · | $9.68B | $9.23B | $9.23B | · | $8.66B | |
| Net Income TTM | $1.79B | $2.16B | · | $1.66B | $1.67B | $1.91B | · | $1.49B | $1.41B | $1.61B | · | $1.26B | $1.26B | $1.47B | · | $1.20B | |
| Market Cap | $58.84B | $55.64B | · | $79.54B | $82.08B | $88.42B | · | $61.73B | $56.81B | $54.63B | · | $49.21B | $47.32B | $40.98B | · | $36.09B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | $54.80B | $53.48B | $46.33B | · | $41.54B | |
| P/E | 33.5 | 26.0 | · | 47.3 | 47.2 | 42.5 | · | 42.1 | 40.8 | 34.1 | · | 39.4 | 37.7 | 28.1 | · | 30.4 | |
| P/S | 3.8 | 3.7 | · | 6.1 | 6.6 | 7.0 | · | 5.4 | 5.2 | 5.0 | · | 5.1 | 5.1 | 4.4 | · | 4.2 | |
| P/B | 2.5 | 2.3 | · | 3.4 | 3.6 | 4.0 | · | 5.1 | 4.9 | 4.8 | · | 4.7 | 4.6 | 4.2 | · | 4.2 | |
| P / Tangible Book | · | · | · | · | 19.8 | 17.4 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 58.1 | · | · | · | 101.4 | · | · | · | 69.2 | · | · | · | 95.6 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | · | · | 290.7 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | 5.7 | 5.8 | 5.0 | · | 4.8 | |
| Earnings Yield | 3.0% | 3.8% | · | 2.1% | 2.1% | 2.4% | · | 2.4% | 2.5% | 2.9% | · | 2.5% | 2.7% | 3.6% | · | 3.3% | |
| Payout Ratio | · | 21.9% | · | · | · | 23.6% | · | · | · | 21.5% | · | · | · | 24.1% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Przychody | $13.94B | — | — | $11.55B | — |
| Zysk netto | $1.49B | — | — | $1.46B | — |
| Rozwodniony EPS | $5.74 | — | — | $6.50 | — |
Bilans
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.5 | — | — | 0.6 | — |
| Wskaźnik bieżący | 1.1 | — | — | 1.5 | — |
| Wskaźnik Szybkości | 0.2 | — | — | 0.1 | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Właściciele instytucjonalni (13F) 1 407 emitentów · $37.7B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 160 (-4 vs poprzedni kw.) | 104 (-65 vs poprzedni kw.) | 452 (+19 vs poprzedni kw.) | 458 (+2 vs poprzedni kw.) | +42.6M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $3 851 537 901 | 16 777 183 | 10,22% | Akcje |
| FMR LLC | $2 894 114 399 | 12 606 675 | 7,68% | Akcje |
| Capital World Investors | $2 872 235 049 | 12 511 991 | 7,62% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 859 231 218 | 12 454 725 | 7,59% | Akcje |
| STATE STREET CORP | $2 595 011 070 | 11 303 790 | 6,89% | Akcje |
| Dodge & Cox | $2 149 609 457 | 9 363 634 | 5,71% | Akcje |
| NORGES BANK | $1 545 876 170 | 6 733 790 | 4,10% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $1 252 770 154 | 5 454 300 | 3,32% | Akcje |
| EAGLE CAPITAL MANAGEMENT LLC | $1 122 737 692 | 4 890 612 | 2,98% | Akcje |
| Capital Research Global Investors | $593 625 531 | 2 585 853 | 1,58% | Akcje |
| WCM INVESTMENT MANAGEMENT, LLC | $550 893 700 | 2 425 562 | 1,46% | Akcje |
| GTCR LLC | $544 947 068 | 2 373 773 | 1,45% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $488 779 039 | 2 129 107 | 1,30% | Akcje |
| Capital International Investors | $459 536 264 | 2 002 580 | 1,22% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $440 226 807 | 1 917 615 | 1,17% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $331 153 348 | 1 442 494 | 0,88% | Akcje |
| First Pacific Advisors, LP | $306 772 095 | 1 336 290 | 0,81% | Akcje |
| Brave Warrior Advisors, LLC | $295 002 501 | 1 285 022 | 0,78% | Akcje |
| GOLDMAN SACHS GROUP INC | $287 969 456 | 1 254 386 | 0,76% | Akcje |
| BROWN ADVISORY INC | $276 339 603 | 1 203 710 | 0,73% | Akcje |
| JANUS HENDERSON GROUP PLC | $248 137 976 | 1 145 703 | 0,66% | Akcje |
| FIL Ltd | $246 752 855 | 1 074 848 | 0,65% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $245 446 832 | 1 069 159 | 0,65% | Akcje |
| BECK MACK & OLIVER LLC | $243 781 531 | 1 061 905 | 0,65% | Akcje |
| BROWN BROTHERS HARRIMAN & CO | $229 786 848 | 1 000 945 | 0,61% | Akcje |
| Guinness Asset Management LTD | $194 729 830 | 851 348 | 0,52% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $191 284 684 | 833 230 | 0,51% | Akcje |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $183 427 119 | 799 003 | 0,49% | Akcje |
| Focus Partners Wealth | $177 050 457 | 771 225 | 0,47% | Akcje |
| BANK OF AMERICA CORP /DE/ | $166 491 510 | 725 232 | 0,44% | Akcje |
| Swiss National Bank | $166 452 024 | 725 060 | 0,44% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $164 469 458 | 716 424 | 0,44% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $153 021 986 | 666 561 | 0,41% | Akcje |
| BLS Capital Fondsmaeglerselskab A/S | $151 495 080 | 659 908 | 0,40% | Akcje |
| Unisphere Establishment | $146 855 929 | 639 700 | 0,39% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $144 167 435 | 627 989 | 0,38% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $143 485 382 | 625 018 | 0,38% | Akcje |
| Stonehage Fleming Financial Services Holdings Ltd | $137 471 796 | 598 823 | 0,36% | Akcje |
| Woodline Partners LP | $136 929 781 | 596 462 | 0,36% | Akcje |
| COOKE & BIELER LP | $136 278 032 | 593 623 | 0,36% | Akcje |
| Fenimore Asset Management Inc | $132 498 210 | 577 158 | 0,35% | Akcje |
| Vanguard Global Advisers, LLC | $131 074 139 | 570 955 | 0,35% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $127 427 649 | 555 071 | 0,34% | Akcje |
| JUPITER ASSET MANAGEMENT LTD | $125 945 866 | 559 087 | 0,33% | Akcje |
| BlackRock, Inc. | $122 238 449 | 532 467 | 0,32% | Akcje |
| National Pension Service | $118 532 271 | 516 323 | 0,31% | Akcje |
| Mawer Investment Management Ltd. | $117 086 439 | 510 025 | 0,31% | Akcje |
| Legal & General Group Plc | $115 636 935 | 503 711 | 0,31% | Akcje |
| Bank Julius Baer & Co. Ltd, Zurich | $115 129 287 | 502 345 | 0,31% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $115 122 697 | 501 471 | 0,31% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $110 267 292 | 480 321 | 0,29% | Akcje |
| Global Retirement Partners, LLC | $101 291 977 | 441 225 | 0,27% | Akcje |
| RHUMBLINE ADVISERS | $96 644 262 | 420 980 | 0,26% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $95 851 012 | 424 101 | 0,25% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $95 624 174 | 416 536 | 0,25% | Akcje |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $95 487 575 | 415 941 | 0,25% | Akcje |
| CHILTON INVESTMENT CO INC. | $94 835 367 | 413 100 | 0,25% | Akcje |
| MILFORD FUNDS LTD | $93 599 821 | 407 718 | 0,25% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $91 184 601 | 397 197 | 0,24% | Akcje |
| NZS Capital, LLC | $89 443 456 | 389 613 | 0,24% | Akcje |
| Bowie Capital Management, LLC | $86 817 405 | 378 174 | 0,23% | Akcje |
| APG Asset Management N.V. | $85 369 399 | 425 155 | 0,23% | Akcje |
| Artisan Partners Limited Partnership | $83 255 376 | 362 658 | 0,22% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $79 934 047 | 369 074 | 0,21% | Akcje |
| TD Asset Management Inc | $75 711 956 | 329 799 | 0,20% | Akcje |
| MAIRS & POWER INC | $71 520 008 | 311 539 | 0,19% | Akcje |
| California Public Employees Retirement System | $69 128 348 | 301 121 | 0,18% | Akcje |
| Welch & Forbes LLC | $66 548 641 | 289 883 | 0,18% | Akcje |
| ZACKS INVESTMENT MANAGEMENT | $66 124 754 | 288 036 | 0,18% | Akcje |
| BARCLAYS PLC | $65 932 274 | 287 199 | 0,17% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $63 582 396 | 276 963 | 0,17% | Akcje |
| Balyasny Asset Management L.P. | $61 334 217 | 267 170 | 0,16% | Akcje |
| Welch Group, LLC | $60 202 672 | 262 241 | 0,16% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $60 111 201 | 261 632 | 0,16% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $59 985 952 | 261 297 | 0,16% | Akcje |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $59 101 649 | 257 445 | 0,16% | Akcje |
| Central Securities Corp | $58 540 350 | 255 000 | 0,16% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $57 251 624 | 264 344 | 0,15% | Akcje |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $54 919 113 | 239 226 | 0,15% | Akcje |
| CINCINNATI FINANCIAL CORP | $53 319 699 | 232 259 | 0,14% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52 778 143 | 229 900 | 0,14% | Opcja kupna |
| Gotham Asset Management, LLC | $52 315 789 | 227 886 | 0,14% | Akcje |
| Prana Capital Management, LP | $51 486 353 | 224 273 | 0,14% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $49 581 840 | 215 977 | 0,13% | Akcje |
| FIFTH THIRD BANCORP | $48 838 401 | 212 739 | 0,13% | Akcje |
| AVIVA PLC | $48 595 607 | 211 681 | 0,13% | Akcje |
| Quantinno Capital Management LP | $48 095 308 | 209 501 | 0,13% | Akcje |
| Retirement Systems of Alabama | $45 996 186 | 200 358 | 0,12% | Akcje |
| Zurich Insurance Group Ltd/FI | $45 970 704 | 200 247 | 0,12% | Akcje |
| Capital International, Inc./CA/ | $44 844 663 | 195 342 | 0,12% | Akcje |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $44 432 585 | 193 547 | 0,12% | Akcje |
| AMERIPRISE FINANCIAL INC | $43 315 266 | 188 680 | 0,11% | Akcje |
| Fisher Funds Management LTD | $41 553 548 | 181 006 | 0,11% | Akcje |
| COMERICA BANK | $41 337 210 | 159 733 | 0,11% | Akcje |
| LPL Financial LLC | $41 123 050 | 179 131 | 0,11% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40 427 277 | 176 100 | 0,11% | Opcja sprzedaży |
| FIRST TRUST ADVISORS LP | $39 389 313 | 171 579 | 0,10% | Akcje |
| ASSETMARK, INC | $39 065 379 | 170 168 | 0,10% | Akcje |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $36 195 385 | 157 666 | 0,10% | Akcje |
| CINCINNATI INSURANCE CO | $36 128 349 | 157 374 | 0,10% | Akcje |
Insiderzy spółki 41 insiderów · 22 dyrektorzy generalni · 21 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Patrick J Gallagher JR | CEO | 26 maja 2026 G | 109 417 | 0 | 1 | $-6 322 010 |
| Douglas K Howell | VP & Chief Financial Officer | 22 czerwca 2026 I | 106 710 | 0 | 6 | $-6 381 558 |
| Thomas Joseph Gallagher | President | 1 lipca 2026 M | 323 743 | 0 | 0 | $0 |
| Mark H. Bloom | Vice President | 16 sierpnia 2026 M | 4 417 | 0 | 0 | $0 |
| Michael Robert Pesch | Vice President | 1 lipca 2026 M | 44 833 | 4 | 0 | $988 489 |
| Vishal Jain | VICE PRESIDENT | 1 lipca 2026 M | 68 903 | 0 | 0 | $0 |
| Richard C Cary | Controller, CAO | 2 czerwca 2026 S | 47 819 | 0 | 3 | $-3 408 000 |
| William F Ziebell | VICE PRESIDENT | 31 marca 2026 M | 48 685 | 0 | 0 | $0 |
| Scott R Hudson | Vice President | 31 marca 2026 M | 90 262 | 0 | 3 | $-4 690 413 |
| Walter D. Bay | General Counsel | 31 marca 2026 M | 83 292 | 0 | 1 | $-4 041 750 |
| Christopher E Mead | VICE PRESIDENT | 16 marca 2026 F | 22 113 | 0 | 3 | $-2 254 345 |
| Susan E Pietrucha | Chief Human Resources Officer | 15 marca 2026 F | 16 397 | 0 | 0 | $0 |
| Joel D Cavaness | Vice President | 29 kwietnia 2024 M | 159 581 | 0 | 0 | $0 |
| James W Durkin JR | Vice President | 29 stycznia 2018 M | 303 317 | 0 | 0 | $0 |
| James S Gault | Vice President | 30 listopada 2017 M | 129 637 | 0 | 0 | $0 |
| David E Mcgurn JR | Vice President | 10 czerwca 2015 M | 15 466 | 0 | 0 | $0 |
| Richard J Mckenna | Vice President | 11 sierpnia 2009 J | 66 785 | 0 | 0 | $0 |
| John C Rosengren | VP, Gen. Counsel & Secretary | 15 maja 2007 A | 262 | 0 | 0 | $0 |
| Elizabeth Brinkerhoff | Vice President | 14 czerwca 2006 M | 20 996 | 0 | 0 | $0 |
| Robert E Gallagher | Chairman | 14 marca 2006 A | 16 951 | 0 | 0 | $0 |
| Nicholas M Elsberg | Vice President | 21 lipca 2005 A | 23 723 | 0 | 0 | $0 |
| James J Braniff III | Vice President | 26 listopada 2003 M | 157 056 | 0 | 0 | $0 |
| Christopher C. Miskel | Dyrektor | 1 czerwca 2026 A | 10 642 | 0 | 0 | $0 |
| David S Johnson | Dyrektor | 1 czerwca 2026 A | 47 387 | 0 | 0 | $0 |
| Richard De Winton Wilkin Harries | Dyrektor | 12 maja 2026 A | 2 413 | 0 | 0 | $0 |
| Teresa Hillary Clarke | Dyrektor | 12 maja 2026 A | 5 567 | 0 | 0 | $0 |
| David John Coldman | Dyrektor | 12 maja 2026 A | 16 344 | 0 | 0 | $0 |
| Deborah H Caplan | Dyrektor | 12 maja 2026 A | 2 650 | 0 | 0 | $0 |
| Ralph J Nicoletti | Dyrektor | 12 maja 2026 A | 18 414 | 0 | 0 | $0 |
| Norman L Rosenthal | Dyrektor | 12 maja 2026 A | 43 327 | 0 | 0 | $0 |
| Sherry S Barrat | Dyrektor | 13 maja 2025 A | 18 073 | 0 | 0 | $0 |
| William L Bax | Dyrektor | 7 maja 2024 M | 47 904 | 0 | 0 | $0 |
| Kay W Mccurdy | Dyrektor | 9 maja 2023 M | 30 621 | 0 | 0 | $0 |
| Frank E. English Jr. | Dyrektor | 4 listopada 2020 S | 5 500 | 0 | 0 | $0 |
| Elbert O Hand | Dyrektor | 16 maja 2018 M | 33 200 | 0 | 0 | $0 |
| James R Wimmer | Dyrektor | 21 maja 2014 M | 27 743 | 0 | 0 | $0 |
| Ilene S Gordon | Dyrektor | 7 maja 2013 M | 21 745 | 0 | 0 | $0 |
| Kimball T Brooker | Dyrektor | 27 stycznia 2010 M | 188 040 | 0 | 0 | $0 |
| COUGHLAN GARY P/PA | Dyrektor | 15 maja 2007 A | 8 000 | 0 | 0 | $0 |
| Bernard L Hengesbaugh | Dyrektor | 9 grudnia 2004 P | 1 000 | 0 | 0 | $0 |
| Patrick Murphy Gallagher | — | 5 sierpnia 2026 G | 53 262 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 166 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| KBWP · Invesco Exchange-Traded Fund Trust … | 4,18% | 45 553 SH | 8 sierpnia 2026 | Dziennie |
| GFGF · EA Series Trust | 2,12% | 3 904 NS | 29 maja 2026 | N-PORT |
| SOVF · Elevation Series Trust | 1,94% | 8 866 NS | 30 kwietnia 2026 | N-PORT |
| RUNN · Strategic Trust | 1,74% | 29 933 NS | 31 maja 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,34% | 16 627 SH | 8 sierpnia 2026 | Dziennie |
| VOE · VANGUARD INDEX FUNDS | 1,02% | 1 650 247 SH | 8 sierpnia 2026 | Dziennie |
| IYF · iShares Trust | 0,96% | 167 708 SH | 8 sierpnia 2026 | Dziennie |
| CGMM · Capital Group Equity ETF Trust I | 0,71% | 98 307 NS | 31 maja 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,69% | 418 822 SH | 8 sierpnia 2026 | Dziennie |
| ESLG · Strategy Shares | 0,68% | 638 NS | 30 kwietnia 2026 | N-PORT |
| ESLV · Strategy Shares | 0,64% | 363 NS | 30 kwietnia 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,63% | 67 160 NS | 30 kwietnia 2026 | N-PORT |
| ESUM · Strategy Shares | 0,58% | 4 305 NS | 30 kwietnia 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,57% | 5 567 393 SH | 8 sierpnia 2026 | Dziennie |
| IMCG · iShares Trust | 0,52% | 83 791 SH | 8 sierpnia 2026 | Dziennie |
| FAS · Direxion Shares ETF Trust | 0,52% | 49 167 NS | 30 kwietnia 2026 | N-PORT |
| UPSD · ETF Series Solutions | 0,50% | 2 469 NS | 30 kwietnia 2026 | N-PORT |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,49% | 95 415 NS | 30 kwietnia 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,48% | 26 187 NS | 30 kwietnia 2026 | N-PORT |
| UYG · ProShares Trust | 0,46% | 15 842 NS | 31 maja 2026 | N-PORT |
| ABCS · EA Series Trust | 0,45% | 256 NS | 29 maja 2026 | N-PORT |
| IMCB · iShares Trust | 0,44% | 29 275 SH | 8 sierpnia 2026 | Dziennie |
| FDLO · FIDELITY COVINGTON TRUST | 0,43% | 28 952 NS | 30 kwietnia 2026 | N-PORT |
| IXG · iShares Trust | 0,40% | 11 205 SH | 8 sierpnia 2026 | Dziennie |
| PABU · iShares Trust | 0,40% | 39 702 SH | 8 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,38% | 13 998 SH | 8 sierpnia 2026 | Dziennie |
| LQAI · Exchange Listed Funds Trust | 0,36% | 37 NS | 30 kwietnia 2026 | N-PORT |
| XOEF · iShares Trust | 0,36% | 324 SH | 8 sierpnia 2026 | Dziennie |
| IMCV · iShares Trust | 0,35% | 16 038 SH | 8 sierpnia 2026 | Dziennie |
| USMV · iShares Trust | 0,34% | 323 853 SH | 8 sierpnia 2026 | Dziennie |
| CGGE · Capital Group Global Equity ETF | 0,27% | 38 110 NS | 31 maja 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,26% | 1 451 347 SH | 8 sierpnia 2026 | Dziennie |
| USXF · iShares Trust | 0,25% | 14 978 SH | 8 sierpnia 2026 | Dziennie |
| IWX · iShares Trust | 0,24% | 37 720 SH | 8 sierpnia 2026 | Dziennie |
| DFVE · DoubleLine ETF Trust | 0,24% | 297 NS | 31 marca 2026 | N-PORT |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 949 NS | 30 kwietnia 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,22% | 7 312 SH | 8 sierpnia 2026 | Dziennie |
| EUSA · iShares, Inc. | 0,22% | 16 731 SH | 8 sierpnia 2026 | Dziennie |
| VTV · VANGUARD INDEX FUNDS | 0,22% | 2 446 303 SH | 8 sierpnia 2026 | Dziennie |
| SIZE · iShares Trust | 0,22% | 3 821 SH | 8 sierpnia 2026 | Dziennie |
| IVE · iShares Trust | 0,22% | 426 053 SH | 8 sierpnia 2026 | Dziennie |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 842 464 SH | 8 sierpnia 2026 | Dziennie |
| IUSV · iShares Trust | 0,20% | 223 451 SH | 8 sierpnia 2026 | Dziennie |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,20% | 59 163 SH | 8 sierpnia 2026 | Dziennie |
| GSEW · Goldman Sachs ETF Trust | 0,20% | 17 284 NS | 31 maja 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,19% | 1 427 NS | 30 kwietnia 2026 | N-PORT |
| DSI · iShares Trust | 0,18% | 39 613 SH | 8 sierpnia 2026 | Dziennie |
| DGRO · iShares Trust | 0,18% | 310 242 SH | 8 sierpnia 2026 | Dziennie |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,18% | 5 142 000 | 8 sierpnia 2026 | Dziennie |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,17% | 7 797 000 | 8 sierpnia 2026 | Dziennie |