AMP Ameriprise Financial, Inc. Common Stock
O Ameriprise Financial, Inc. Common Stock Przegląd firmy z Wikipedii
Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
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Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
As of April 2022, more than 80% of the company's revenue came from wealth management.
Ameriprise was formerly a division of American Express, which completed the corporate spin-off of the company in September 2005.
The company is ranked 254th on the Fortune 500. It is on the list of largest banks in the United States and was ranked the 9th largest independent broker-dealer based on assets under management. It is one of the largest financial planning companies in the United States and ranks among the 25 largest asset managers globally. It is ranked 8th in long-term mutual fund assets in the U.S., fourth in retail funds in the U.K., and 27th in global assets under management.
Current operations
The company specializes in retirement-related financial planning for affluent clients. It offers variable annuities and life and disability insurance. It also operates Ameriprise Bank, FSB, which offers a range of consumer banking and lending products, as well as personal trust and related services. Since 2015, its asset management arm has operated under the name Columbia Threadneedle Investments. The company uses three principal brands for its businesses in the United States: Ameriprise Financial, Columbia Management, and RiverSource.
Ameriprise Financial Services, a financial planning and retail distribution subsidiary, is a registered broker-dealer and registered investment adviser. It has an integrated model of comprehensive and personalized financial planning, diversified product manufacturing, and affiliated and unaffiliated distribution through its network of financial advisors and registered representatives. The retail products and services that use the Ameriprise Financial brand include those that the company provides through its affiliated advisors (e.g., financial planning, investment advisory accounts, retail brokerage services and banking products) and products and services that it markets directly to consumers). RiverSource is the brand for the company's annuities products and for the protection products issued by the RiverSource Life companies, including life and disability income insurance products.
Subsidiaries
Source:
Columbia Threadneedle Investments
Ameriprise Advisors
History
The company, known initially as Investors Syndicate, was founded in Minneapolis in 1894 by John Elliott Tappan.
In 1925, West Coast businessman J. R. Ridgway merged his investment firm with Investors Syndicate, and took over as president.
In 1937, upon the death of then 50-year-old J. R. Ridgway from leukemia, 23-year-old J. R. Ridgway, Jr. was appointed president.
In 1940, Investors Syndicate introduced one of the first mutual funds, the Investors Mutual Fund, giving clients new investing options and two advantages: diversification and professional management. In 1949, Investors Syndicate changed its name to Investors Diversified Services, Inc. (IDS).
In 1958, IDS founded the Investors Syndicate Life Insurance and Annuity Company (now known as RiverSource Life Insurance Company).
By the 1960s, Investors Mutual Fund was the largest balanced mutual fund in the world.
In 1974, the IDS Centre (now IDS Center) was opened in downtown Minneapolis as the company's headquarters. In 1979, the Ridgway family sold the last of its ownership interest. IDS became a wholly owned subsidiary of Alleghany Corporation pursuant to a merger.
In 1984, American Express acquired IDS Financial Services from Alleghany Corporation. In 1986, IDS acquired Wisconsin Employers Casualty Company of Green Bay, Wisconsin and renamed it IDS Property Casualty Insurance Company.
Effective January 1, 1995, IDS changed its name to American Express Financial Corporation, doing business as American Express Financial Advisors (AEFA).
In October 2003, AEFA acquired London-based Threadneedle Asset Management Holdings. In September 2005, American Express completed the corporate spin-off of AEFA as Ameriprise Financial, Inc., a public company. In September 2006, the company launched Ameriprise Bank, FSB. In February 2008, Threadneedle acquired Invesco Perpetual's full-service defined contribution pension business, which had total assets of £470 million. In November 2008, the company acquired H&R Block Financial Advisors for $315 million, and the asset management firm J. & W. Seligman & Co. for $440 million. In 2009, Ameriprise acquired Standard Chartered Bank's World Express Funds investment funds business, providing Threadneedle with an established Luxembourg-based SICAV platform with over US$2.38 billion worth assets under management.
In May 2010, Ameriprise Financial acquired Columbia Management, the long-term asset management business of Bank of America, for $1 billion.
In August 2011, Threadneedle announced the acquisition of the £8 billion in investment assets of LV=.
During the Great Recession, the company declined an investment by the United States Department of the Treasury under the Troubled Asset Relief Program.
On April 25, 2011, Ameriprise announced that it was seeking an "appropriate buyer" for Securities America Financial Corporation, allowing its registered representatives to focus on growth opportunities. In November 2011, Ameriprise completed the sale of Securities America to Ladenburg Thalmann Financial Services for $150 million in cash and potential future payments.
In January 2012, the company opened services to individuals in India with US$40,000 equivalent minimum income. Ameriprise also established an insurance brokerage entity in India that
was licensed to deal in insurance products by India's Insurance Regulatory and Development Authority (IRDA). Ameriprise India established offices in Delhi, Gurgaon, Greater Noida, Mumbai & Pune. In May 2014, Ameriprise shut down the nascent financial planning division in India, citing poor prospects for fee-based advisory services.
In January 2013, the company completed the conversion of its federal savings bank subsidiary, Ameriprise Bank, FSB, to a limited powers national trust bank, which conversion included changing the name of this subsidiary to Ameriprise National Trust Bank.
In 2015, Threadneedle rebranded as Columbia Threadneedle.
In 2017, the company acquired Investment Professionals, Inc.
In 2019, the company sold Ameriprise Auto & Home Insurance to American Family Insurance for $1.05 billion.
In May 2022, Ameriprise announced that Phoenix-based financial advisory organisation, Phoenix Wealth Management, had joined Ameriprise Financial. The director of Phoenix Wealth Management, Christine Gustafson, and her team joined the organisation with more than $450 million in client assets, including assets from individuals, family offices, and charitable foundations.
Criticism and controversy
In July 2005, New Hampshire reached a $7.4 million settlement with Ameriprise Financial Advisors, alleging the company had violated the law by rewarding its financial advisers for recommending underperforming in-house mutual funds to clients.
In December 2005, Ameriprise agreed to pay $12.3 million to settle NASD charges relating to favorable treatment allegedly given to some mutual funds in exchange for brokerage business.
In December 2005, the company agreed to pay $15 million to settle charges of market timing by the U.S. Securities and Exchange Commission. The Minnesota Department of Commerce levied $2 million in fines for similar market timing violations and the National Association of Securities Dealers fined Ameriprise an additional $12.3 million for unsuitable share sales. Ameriprise had not revealed which funds were timed, or the names of the people involved, and the exact nature of the disciplinary action taken. Morningstar, Inc. temporarily reduced the stewardship grade for Ameriprise's funds, although it did not impact the fund's overall star ratings from that firm.
In September 2006, Securities America reached a $16.3 million settlement with a group of ExxonMobil retirees for failing to supervise an associated broker.
In December 2006, a NASD arbitration panel awarded $9.3 million to three retired American Airlines pilots against Securities America and a formerly associated broker for allegedly mishandling their savings.
Also in December 2006, the company settled charges related to a stolen laptop containing data on approximately 230,000 customers.
On July 11, 2007, the NASD fined Securities America $375,000 for improperly sharing directed brokerage commissions from a mutual fund company with a former Securities America broker.
In September 2008, the company volunteered to pay as much as $33 million to cover investor losses in the Reserve Primary Fund.
On July 10, 2009, the company agreed to pay $17.3 million after the Securities and Exchange Commission (SEC) announced an enforcement action against the company for receiving millions of dollars in undisclosed revenue sharing as a condition for selling certain real estate investment trusts (REITs) to its brokerage customers before the spin-off from American Express.
On April 15, 2011, Securities America, Inc. (SAI) and its holding company, Securities America Financial Corporation, entered into settlement agreements related to the sale of private placement securities issued by Medical Capital and Provident Royalties that resulted in a $118 million pre-tax charge in the first quarter of 2011. The charge is in addition to a $40 million pre-tax charge in the fourth quarter of 2010.
In April 2008, the company agreed to pay New Hampshire $3.8 million to settle allegations that its Portsmouth agents forged clients' signatures to cut corners and increase their income.
In October 2010, Michael Loscalso, a branch manager in West Conshohocken, Pennsylvania who earned $260,000 per year, sued the company after being fired, allegedly for raising serious allegations about the firm's oversight of brokers.
In March 2015, the company paid $27.5 million to settle a lawsuit that it charged its own employees high fees for funds in its 401(k) program.
In December 2016, the company settled with the U.S. Department of Labor, agreeing to pay $128,200 in back wages for discriminating against 20 black employees by paying them less than similarly situated white workers.
In February 2018, the company paid $230,000 to settle allegations by the U.S. Securities and Exchange Commission that it put customers into higher fee funds.
In August 2018, the company paid $4.5 million to settle charges that it failed to safeguard retail investor assets from theft by its representatives after five Ameriprise representatives committed fraudulent acts, including forging client documents and stealing more than $1 million in client funds over four years.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
AMP Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
AMP Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 3 sierpnia 2026 | $1,7000 |
| 4 maja 2026 | $1,7000 |
| 9 lutego 2026 | $1,6000 |
| 10 listopada 2025 | $1,6000 |
| 4 sierpnia 2025 | $1,6000 |
| 5 maja 2025 | $1,6000 |
| 10 lutego 2025 | $1,4800 |
| 4 listopada 2024 | $1,4800 |
| 5 sierpnia 2024 | $1,4800 |
| 3 maja 2024 | $1,4800 |
| 8 lutego 2024 | $1,3500 |
| 3 listopada 2023 | $1,3500 |
| 4 sierpnia 2023 | $1,3500 |
| 5 maja 2023 | $1,3500 |
| 9 lutego 2023 | $1,2500 |
| 4 listopada 2022 | $1,2500 |
| 5 sierpnia 2022 | $1,2500 |
| 6 maja 2022 | $1,2500 |
| 10 lutego 2022 | $1,1300 |
| 5 listopada 2021 | $1,1300 |
AMP Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 5 25,0%
- Kup 5 25,0%
- Trzymaj 9 45,0%
- Sprzedaj 1 5,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
11 analityków · 2026-08-13Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $11.07 | $10.83 | 0.24% |
| 31 marca 2026 | $11.26 | $10.31 | 0.95% |
| 31 grudnia 2025 | $10.83 | $10.43 | 0.41% |
| 30 września 2025 | $9.87 | $9.82 | 0.05% |
| 30 czerwca 2025 | $9.11 | $9.08 | 0.03% |
| 31 marca 2025 | $9.50 | $9.17 | 0.33% |
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 |
|---|---|---|---|---|---|---|
| AMP | $44.75B | 13.5 | 5.5% | 18.8% | 56.4% | — |
| BX | $115.40B | 39.8 | 9.2% | 20.9% | 35.8% | — |
| BNY | — | — | — | — | — | — |
| KKR | $113.64B | — | -11.0% | 12.2% | 8.7% | — |
| BAM | — | — | 21.0% | 49.8% | 26.6% | — |
| STT | $36.00B | 13.7 | 7.3% | 21.1% | 10.7% | — |
| KKR | $113.64B | — | -11.0% | 12.2% | 8.7% | — |
| NTRS | — | — | — | — | — | — |
| ARES | — | — | 28.9% | 11.1% | 13.5% | — |
| TROW | $22.38B | 11.1 | 3.1% | 28.5% | 19.7% | — |
| TPG | — | — | — | — | — | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $18.91B | $17.93B | $16.10B | $14.33B | $13.39B | $11.96B | $13.10B | $12.92B | $12.18B | $11.84B | $12.20B | $12.30B | |
| SG&A Expense | $3.88B | $3.90B | $3.87B | $3.72B | $3.44B | $3.12B | $3.29B | $3.17B | $3.16B | $3.08B | $3.08B | $3.10B | |
| Operating Expenses | $13.98B | $13.00B | $12.30B | $10.33B | $9.19B | $10.07B | $10.73B | $10.35B | $9.92B | $10.21B | $10.03B | $9.72B | |
| Interest Income | · | · | · | · | · | $1.16B | $1.38B | $1.35B | $1.35B | $1.37B | $1.40B | $1.48B | |
| Pretax Income | $4.50B | $4.27B | $3.23B | $3.93B | $4.18B | $1.83B | $2.23B | $2.48B | $2.21B | $1.59B | · | · | |
| Income Tax | $941M | $866M | $678M | $782M | $768M | $297M | $339M | $386M | $734M | $278M | $455M | $545M | |
| Net Income | $3.56B | $3.40B | $2.56B | $3.15B | $3.42B | $1.53B | $1.89B | $2.10B | $1.48B | $1.31B | $1.56B | $1.62B | |
| EPS (Basic) | $36.85 | $33.67 | $24.18 | $28.29 | $29.13 | $12.39 | $14.12 | $14.41 | $9.60 | $7.90 | $8.60 | $8.45 | |
| EPS (Diluted) | $36.28 | $33.05 | $23.71 | $27.70 | $28.48 | $12.20 | $13.92 | $14.20 | $9.44 | $7.81 | $8.48 | $8.30 | |
| Shares (Basic) | 96,700,000 | 101,000,000 | 105,700,000 | 111,300,000 | 117,300,000 | 123,800,000 | 134,100,000 | 145,600,000 | 154,100,000 | 166,300,000 | 181,700,000 | 191,600,000 | |
| Shares (Diluted) | 98,200,000 | 102,900,000 | 107,800,000 | 113,700,000 | 120,000,000 | 125,700,000 | 136,000,000 | 147,700,000 | 156,700,000 | 168,200,000 | 184,200,000 | 195,000,000 | |
| EBITDA | $151M | $142M | $151M | $142M | $144M | $207M | $183M | $198M | $234M | $248M | $248M | $254M |
Bilans 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | $2.32B | $2.36B | $2.64B | |
| PP&E (Net) | $744M | $733M | $681M | $630M | $590M | $602M | $610M | $635M | $626M | $607M | $724M | $667M | |
| Accum. Depreciation | $2.00B | $2.00B | $1.90B | $1.90B | $2.00B | $1.90B | $1.80B | $2.00B | $1.90B | $1.80B | $1.60B | $1.40B | |
| Goodwill | $1.44B | $1.40B | $1.41B | $1.39B | $1.46B | $1.18B | $1.17B | $1.16B | $1.18B | $1.10B | $1.14B | $1.15B | |
| Intangibles | $356M | $262M | $298M | $192M | $193M | $108M | $113M | $116M | $138M | $108M | $133M | $159M | |
| Total Assets | $190.90B | $181.40B | $175.19B | $158.85B | $177.74B | $165.88B | $151.83B | $137.22B | $147.48B | $139.82B | $145.34B | $148.81B | |
| Total Liabilities | $184.35B | $176.18B | $170.46B | $155.05B | $172.90B | $160.02B | $146.10B | $131.63B | $141.49B | $133.53B | $136.96B | $139.50B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Retained Earnings | $27.66B | $24.71B | $21.91B | $19.92B | $17.32B | $15.29B | $14.28B | $12.91B | $11.33B | $10.35B | $9.53B | $8.47B | |
| Treasury Stock | $30.60B | $27.72B | $25.24B | $23.09B | $21.07B | $18.88B | $17.28B | $15.29B | $13.65B | $12.03B | $10.34B | $8.59B | |
| AOCI | $-892M | $-1.91B | $-1.77B | $-2.55B | $-642M | $629M | $262M | $-291M | $229M | $200M | $253M | $662M | |
| Stockholders' Equity | $6.55B | $5.23B | $4.73B | $3.80B | $4.84B | $6.13B | $5.91B | $5.59B | $6.00B | $6.29B | $8.38B | $9.28B | |
| Liabilities + Equity | $190.90B | $181.40B | $175.19B | $158.85B | $177.74B | $165.88B | $151.83B | $137.22B | $147.48B | $139.82B | $145.34B | $148.81B | |
| Shares Outstanding | 91,263,880 | 96,166,693 | 100,173,212 | 105,278,990 | 110,861,010 | 116,765,613 | 123,939,234 | 136,330,747 | 146,634,664 | 154,759,904 | 171,033,260 | 183,109,509 |
Przepływy pieniężne 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $151M | $142M | $151M | $142M | $144M | $153M | $147M | $198M | $234M | $248M | $248M | $254M | |
| Stock-based Comp | $206M | $193M | $187M | $170M | $152M | $146M | $135M | $144M | $121M | $134M | $145M | $130M | |
| Deferred Tax | $157M | $125M | $18M | $155M | $91M | $-321M | $-308M | $25M | $156M | $-34M | $-131M | $228M | |
| Amort. of Intangibles | $61M | $56M | $52M | $45M | $34M | $31M | $37M | $30M | $27M | $28M | $33M | $40M | |
| Restructuring | · | · | · | · | · | · | $3M | · | · | · | · | · | |
| Other Non-cash | $4.25B | $2.73B | $1.77B | $1.54B | $356M | $3.06B | $438M | $132M | $-290M | $309M | $748M | $168M | |
| Operating Cash Flow | $8.32B | $6.59B | $4.68B | $4.41B | $3.33B | $4.62B | $2.34B | $2.60B | $1.52B | $2.33B | $2.69B | $2.40B | |
| CapEx | $162M | $176M | $184M | $182M | $120M | $147M | $143M | $162M | $162M | $92M | $133M | $113M | |
| Investing Cash Flow | $-1.53B | $-551M | $-9.26B | $-13.58B | $-4.38B | $-2.89B | $-3.23B | $-587M | $-171M | $-783M | $-509M | $-715M | |
| Net Debt Issued | $-510M | $-561M | $-760M | $-510M | $-9M | $-762M | $-313M | $-13M | $-11M | $-257M | $-409M | $-200M | |
| Stock Repurchased | $2.91B | $2.45B | $2.13B | $1.98B | $2.03B | $1.44B | $1.94B | $1.63B | $1.49B | $1.71B | $1.74B | $1.58B | |
| Net Stock Activity | $-2.91B | $-2.45B | $-2.13B | $-1.98B | $-2.03B | $-1.44B | $-1.94B | $-1.63B | $-1.49B | $-1.71B | $-1.74B | $-1.58B | |
| Dividends Paid | $596M | $574M | $550M | $534M | $511M | $497M | $504M | $506M | $491M | $479M | $465M | $426M | |
| Financing Cash Flow | $-5.16B | $-5.17B | $4.41B | $8.43B | $1.72B | $952M | $1.21B | $-1.26B | $-1.78B | $-1.14B | $-2.40B | $-1.66B | |
| Net Change in Cash | $1.67B | $869M | $-135M | $-814M | $666M | $2.69B | $330M | $739M | $-398M | $331M | $-235M | $6M | |
| Taxes Paid | $885M | $496M | $1.04B | $500M | $986M | $236M | $609M | $538M | $418M | $155M | $439M | $578M | |
| Free Cash Flow | $8.16B | $6.42B | $4.50B | $4.22B | $3.21B | $4.48B | $2.20B | $2.44B | $1.54B | $1.88B | $2.44B | $2.29B |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 18.8% | 19.0% | 15.9% | 17.8% | 20.5% | 12.8% | 14.4% | 16.2% | 12.3% | 11.2% | 12.8% | 13.2% | |
| Pretax Margin | 23.8% | 23.8% | 20.1% | 22.2% | 24.9% | 15.3% | 17.0% | 19.2% | · | · | · | · | |
| EBITDA Margin | 0.80% | 0.79% | 0.94% | 0.99% | 1.1% | 1.7% | 1.4% | 1.5% | 1.9% | 2.1% | 2.0% | 2.1% | |
| ROA | 1.9% | 1.9% | 1.5% | 1.5% | 1.6% | 0.97% | 1.3% | 1.5% | 1.0% | 0.92% | 1.1% | 1.1% | |
| ROE | 56.4% | 62.2% | 59.8% | 70.8% | 48.5% | 25.7% | 32.3% | 37.4% | 24.1% | 20.1% | 18.9% | 19.9% |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.5% | 11.4% | 12.3% | 7.1% | 12.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.7% | 10.2% | 10.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 9.8% | 39.4% | -14.4% | -2.7% | 133.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 9.4% | 5.1% | 24.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 24.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 4.8% | 33.1% | -18.8% | -7.8% | 122.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.2% | -0.16% | 18.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 3.7% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $18.91B | $17.93B | $16.10B | $14.33B | $13.39B | $11.96B | $13.10B | $12.92B | $12.18B | $11.84B | $12.20B | $12.30B | |
| Net Income TTM | $3.56B | $3.40B | $2.56B | $3.15B | $3.42B | $1.53B | $1.89B | $2.10B | $1.48B | $1.31B | $1.56B | $1.62B | |
| Market Cap | $44.75B | $51.20B | $38.05B | $32.78B | $33.44B | $22.69B | $20.65B | $14.23B | $24.85B | $17.17B | $18.20B | $24.22B | |
| P/E | 13.5 | 16.1 | 16.0 | 11.2 | 10.6 | 15.9 | 12.0 | 7.3 | 18.0 | 14.2 | 12.5 | 15.9 | |
| P/S | 2.4 | 2.9 | 2.4 | 2.3 | 2.5 | 1.9 | 1.6 | 1.1 | 2.0 | 1.5 | 1.5 | 2.0 | |
| P/B | 6.8 | 9.8 | 8.0 | 9.1 | 5.9 | 3.9 | 3.6 | 2.5 | 4.1 | 2.7 | 2.5 | 3.0 | |
| P / Tangible Book | 9.4 | 14.4 | 12.6 | 14.8 | 10.5 | 4.7 | · | · | · | · | · | · | |
| P / Cash Flow | 5.4 | 7.8 | 8.1 | 7.4 | 10.1 | 4.9 | 8.8 | 5.5 | 14.6 | 8.7 | 7.1 | 10.1 | |
| P / FCF | 5.5 | 8.0 | 8.5 | 7.8 | 10.4 | 5.1 | 9.4 | 5.8 | 16.1 | 9.1 | 7.5 | 10.6 | |
| Dividend Yield | 1.3% | 1.1% | 1.5% | 1.6% | 1.5% | 2.2% | 2.4% | 3.6% | 2.0% | 2.8% | 2.5% | 1.8% | |
| Earnings Yield | 7.4% | 6.2% | 6.2% | 8.9% | 9.4% | 6.3% | 8.4% | 13.6% | 5.6% | 7.0% | 8.0% | 6.3% | |
| Payout Ratio | 16.7% | 16.9% | 21.5% | 20.9% | 18.5% | 32.4% | 26.6% | 24.1% | 33.2% | 36.4% | 29.8% | 26.3% | |
| Annual Payout | $596M | $574M | $550M | $534M | $511M | $497M | $504M | $506M | $491M | $479M | $465M | $426M |
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 | $5.01B | $4.89B | $5.05B | $4.89B | $4.49B | $4.48B | $4.65B | $4.56B | $4.39B | $4.33B | $4.17B | $4.08B | $4.01B | $3.85B | $3.72B | $3.50B | |
| SG&A Expense | $1.00B | $918M | $1.06B | $951M | $947M | $916M | $1.01B | $975M | $957M | $960M | $1.02B | $950M | $967M | $937M | $957M | $925M | |
| Operating Expenses | $3.50B | $3.67B | $3.67B | $3.62B | $3.02B | $3.67B | $3.15B | $3.75B | $3.17B | $2.93B | $3.50B | $2.81B | $2.75B | $3.25B | $2.85B | $2.15B | |
| Pretax Income | $1.44B | $1.14B | $1.29B | $1.17B | $1.35B | $687M | $1.35B | $645M | $1.05B | $1.22B | $494M | $1.12B | $1.13B | $496M | $817M | $1.33B | |
| Income Tax | $329M | $229M | $284M | $262M | $291M | $104M | $281M | $134M | $222M | $229M | $117M | $245M | $237M | $79M | $168M | $274M | |
| Net Income | $1.11B | $915M | $1.01B | $912M | $1.06B | $583M | $1.07B | $511M | $829M | $990M | $377M | $872M | $890M | $417M | $649M | $1.06B | |
| EPS (Basic) | $12.12 | $9.81 | $10.58 | $9.47 | $10.88 | $5.92 | $10.79 | $5.09 | $8.16 | $9.63 | $3.65 | $8.31 | $8.36 | $3.86 | $5.96 | $9.60 | |
| EPS (Diluted) | $11.98 | $9.68 | $10.39 | $9.33 | $10.73 | $5.83 | $10.57 | $5.00 | $8.02 | $9.46 | $3.57 | $8.14 | $8.21 | $3.79 | $5.82 | $9.41 | |
| Shares (Basic) | 91,800,000 | 93,300,000 | -195,500,000 | 96,300,000 | 97,400,000 | 98,500,000 | -203,800,000 | 100,400,000 | 101,600,000 | 102,800,000 | -213,500,000 | 104,900,000 | 106,400,000 | 107,900,000 | -225,200,000 | 110,500,000 | |
| Shares (Diluted) | 92,900,000 | 94,500,000 | -198,400,000 | 97,800,000 | 98,800,000 | 100,000,000 | -207,300,000 | 102,200,000 | 103,400,000 | 104,600,000 | -217,700,000 | 107,100,000 | 108,400,000 | 110,000,000 | -229,600,000 | 112,700,000 | |
| EBITDA | · | $-9M | · | · | · | $-27M | · | · | · | $-42M | · | · | · | $-35M | · | · |
Bilans 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | · | · | $744M | · | · | · | $733M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $2.00B | · | · | · | $2.00B | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | $1.44B | · | · | · | $1.40B | · | · | · | $1.41B | · | · | · | $1.39B | · | |
| Intangibles | · | · | $356M | · | · | · | $262M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $197.87B | $184.45B | $190.90B | $190.09B | $184.90B | $179.06B | $181.40B | $185.97B | $179.70B | $179.83B | · | $165.14B | $169.78B | $166.64B | · | $153.35B | |
| Total Liabilities | $191.50B | $178.24B | $184.35B | $183.63B | $178.82B | $173.63B | $176.18B | $180.25B | $174.71B | $174.95B | · | $161.31B | $165.70B | $162.50B | · | $150.10B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Retained Earnings | $29.38B | $28.43B | $27.66B | $26.81B | $26.05B | $25.15B | $24.71B | $23.79B | $23.43B | $22.75B | · | $21.67B | $20.94B | $20.20B | · | $19.17B | |
| Treasury Stock | $32.23B | $31.45B | $30.60B | $29.70B | $28.99B | $28.39B | $27.72B | $27.03B | $26.43B | $25.87B | · | $24.75B | $24.18B | $23.68B | · | $22.56B | |
| AOCI | $-1.28B | $-1.21B | $-892M | $-969M | $-1.24B | $-1.52B | $-1.91B | $-1.10B | $-1.99B | $-1.93B | · | $-2.84B | $-2.35B | $-1.99B | · | $-2.79B | |
| Stockholders' Equity | $6.37B | $6.21B | $6.55B | $6.46B | $6.08B | $5.43B | $5.23B | $5.71B | $4.99B | $4.88B | $4.73B | $3.83B | $4.08B | $4.14B | $3.80B | $3.26B | |
| Liabilities + Equity | $197.87B | $184.45B | $190.90B | $190.09B | $184.90B | $179.06B | $181.40B | $185.97B | $179.70B | $179.83B | · | $165.14B | $169.78B | $166.64B | · | $153.35B | |
| Shares Outstanding | 88,448,832 | 90,080,319 | 91,263,880 | 93,128,198 | 94,408,937 | 95,537,187 | 96,166,693 | 97,220,158 | 98,435,479 | 99,644,365 | 100,173,212 | 101,381,266 | 102,793,359 | 104,356,434 | 105,278,990 | 106,693,611 |
Przepływy pieniężne 15
| 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 | $-5M | $-9M | $224M | $-19M | $-27M | $-27M | $267M | $-36M | $-47M | $-42M | $265M | $-44M | $-35M | $-35M | $153M | $-7M | |
| Stock-based Comp | $50M | $39M | $61M | $50M | $46M | $49M | $55M | $48M | $48M | $42M | $49M | $46M | $46M | $46M | $43M | $41M | |
| Deferred Tax | $350M | $-19M | $-30M | $80M | $202M | $-95M | $-44M | $-89M | $31M | $227M | $-88M | $46M | $108M | $-48M | $-137M | $139M | |
| Other Non-cash | · | $-467M | · | · | · | $1.18B | · | · | · | $227M | · | · | · | $676M | · | · | |
| Operating Cash Flow | $2.89B | $459M | $2.67B | $2.20B | $1.76B | $1.69B | $383M | $3.05B | $1.72B | $1.44B | $2.14B | $925M | $561M | $1.06B | $1.22B | $1.37B | |
| CapEx | $37M | $29M | $44M | $44M | $38M | $36M | $58M | $49M | $17M | $52M | $50M | $50M | $43M | $41M | $56M | $42M | |
| Investing Cash Flow | $-923M | $-669M | $-1.59B | $1.00B | $802M | $-1.74B | $-783M | $635M | $166M | $-569M | $-1.92B | $-1.32B | $-2.87B | $-3.15B | $-4.34B | $-4.65B | |
| Net Debt Issued | · | $0 | · | · | · | $-3M | · | · | · | $-3M | · | · | · | $-2M | · | · | |
| Stock Repurchased | $779M | $874M | $895M | $701M | $581M | $730M | $665M | $582M | $573M | $628M | $467M | $545M | $498M | $617M | $488M | $501M | |
| Net Stock Activity | · | $-874M | · | · | · | $-730M | · | · | · | $-628M | · | · | · | $-617M | · | · | |
| Dividends Paid | $152M | $148M | $149M | $151M | $152M | $144M | $144M | $145M | $147M | $138M | $136M | $139M | $141M | $134M | $133M | $135M | |
| Financing Cash Flow | $-198M | $-1.55B | $-871M | $-1.86B | $-1.94B | $-488M | $-1.46B | $-1.17B | $-1.10B | $-1.43B | $381M | $-322M | $1.19B | $3.16B | $2.22B | $3.61B | |
| Net Change in Cash | $1.77B | $-1.76B | $206M | $1.34B | $651M | $-530M | $-1.89B | $2.54B | $784M | $-561M | $629M | $-741M | $-1.11B | $1.08B | $-860M | $233M | |
| Taxes Paid | · | · | $156M | $29M | $672M | $28M | $281M | $108M | $82M | $25M | $240M | $112M | $651M | $33M | $133M | $201M | |
| Free Cash Flow | · | $430M | · | · | · | $1.65B | · | · | · | $1.39B | · | · | · | $1.01B | · | · |
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 | 22.2% | 18.7% | · | 18.6% | 23.6% | 13.0% | · | 11.2% | 18.9% | 22.9% | · | 21.4% | 22.2% | 10.8% | · | 15.6% | |
| Pretax Margin | 28.8% | 23.4% | · | 24.0% | 30.1% | 15.3% | · | 14.1% | 23.9% | 28.2% | · | 27.4% | 28.1% | 12.9% | · | 19.5% | |
| EBITDA Margin | · | -0.18% | · | · | · | -0.60% | · | · | · | -0.97% | · | · | · | -0.91% | · | · | |
| ROA | 0.58% | 0.50% | · | 0.49% | 0.58% | 0.32% | · | 0.29% | 0.47% | 0.57% | · | 0.55% | 0.54% | 0.25% | · | 0.34% | |
| ROE | 17.9% | 15.7% | · | 15.0% | 19.1% | 11.3% | · | 10.7% | 18.3% | 21.9% | · | 24.6% | 21.2% | 9.1% | · | 12.2% |
Efektywność 1
| 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 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Wycena (TTM) 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 TTM | $19.28B | $18.75B | · | $18.42B | $17.92B | $17.76B | · | $17.35B | $16.80B | $16.25B | · | $15.43B | $14.84B | $14.46B | · | $13.52B | |
| Net Income TTM | $4.00B | $3.47B | · | $3.07B | $2.98B | $2.91B | · | $2.71B | $3.07B | $3.13B | · | $2.83B | $3.02B | $2.74B | · | $3.43B | |
| Market Cap | $40.58B | $40.03B | · | $45.75B | $50.39B | $46.25B | · | $45.68B | $42.05B | $43.69B | · | $33.42B | $34.14B | $31.99B | · | $26.88B | |
| P/E | 11.0 | 12.5 | · | 15.9 | 18.0 | 17.1 | · | 18.0 | 14.6 | 14.9 | · | 12.7 | 12.2 | 12.6 | · | 8.5 | |
| P/S | 2.1 | 2.1 | · | 2.5 | 2.8 | 2.6 | · | 2.6 | 2.5 | 2.7 | · | 2.2 | 2.3 | 2.2 | · | 2.0 | |
| P/B | 6.4 | 6.4 | · | 7.1 | 8.3 | 8.5 | · | 8.0 | 8.4 | 9.0 | · | 8.7 | 8.4 | 7.7 | · | 8.3 | |
| P / Tangible Book | 6.4 | 6.4 | · | 7.1 | 8.3 | 8.5 | · | 8.0 | 8.4 | 9.0 | · | 8.7 | 8.4 | 7.7 | · | 8.3 | |
| P / Cash Flow | · | 87.2 | · | · | · | 27.4 | · | · | · | 30.3 | · | · | · | 30.3 | · | · | |
| P / FCF | · | 93.1 | · | · | · | 28.0 | · | · | · | 31.4 | · | · | · | 31.5 | · | · | |
| Earnings Yield | 9.1% | 8.0% | · | 6.3% | 5.5% | 5.9% | · | 5.5% | 6.8% | 6.7% | · | 7.9% | 8.2% | 8.0% | · | 11.8% | |
| Payout Ratio | · | 16.2% | · | · | · | 24.7% | · | · | · | 13.9% | · | · | · | 32.1% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $18.91B | $17.93B | $16.10B | $14.33B | $13.39B |
| Zysk netto | $3.56B | $3.40B | $2.56B | $3.15B | $3.42B |
| Rozwodniony EPS | $36.28 | $33.05 | $23.71 | $27.70 | $28.48 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $8.16B | $6.42B | $4.50B | $4.22B | $3.21B |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 1 499 emitentów · $27.1B 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.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 111 (-24 vs poprzedni kw.) | 84 (-42 vs poprzedni kw.) | 448 (-2 vs poprzedni kw.) | 503 (+6 vs poprzedni kw.) | +13.2M |
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 GROUP INC | $5 548 152 479 | 11 314 909 | 20,49% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $2 706 987 240 | 5 900 661 | 10,00% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 374 862 892 | 5 176 700 | 8,77% | Akcje |
| STATE STREET CORP | $2 143 667 579 | 4 672 743 | 7,92% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $1 127 405 695 | 2 462 015 | 4,16% | Akcje |
| Aristotle Capital Management, LLC | $955 762 100 | 2 083 285 | 3,53% | Akcje |
| NORGES BANK | $591 929 770 | 1 290 282 | 2,19% | Akcje |
| Boston Partners | $497 459 562 | 1 083 916 | 1,84% | Akcje |
| FIRST TRUST ADVISORS LP | $493 233 080 | 1 075 144 | 1,82% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $419 602 898 | 914 649 | 1,55% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $355 881 019 | 775 743 | 1,31% | Akcje |
| GOLDMAN SACHS GROUP INC | $342 004 762 | 745 498 | 1,26% | Akcje |
| LYRICAL ASSET MANAGEMENT LP | $298 577 065 | 650 835 | 1,10% | Akcje |
| FMR LLC | $266 462 572 | 580 833 | 0,98% | Akcje |
| ROYAL BANK OF CANADA | $247 860 000 | 540 282 | 0,92% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $243 941 960 | 531 742 | 0,90% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $232 363 775 | 506 504 | 0,86% | Akcje |
| UBS Group AG | $226 047 567 | 492 736 | 0,83% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $169 353 548 | 369 155 | 0,63% | Akcje |
| TD Asset Management Inc | $162 184 047 | 353 527 | 0,60% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $147 781 276 | 322 132 | 0,55% | Akcje |
| BANK OF AMERICA CORP /DE/ | $144 144 226 | 314 204 | 0,53% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $141 194 859 | 307 775 | 0,52% | Akcje |
| PNC Financial Services Group, Inc. | $138 539 556 | 301 987 | 0,51% | Akcje |
| Robeco Institutional Asset Management B.V. | $135 368 152 | 295 074 | 0,50% | Akcje |
| BlackRock, Inc. | $133 647 339 | 291 323 | 0,49% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $127 269 199 | 277 420 | 0,47% | Akcje |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $123 945 024 | 270 174 | 0,46% | Akcje |
| MORGAN STANLEY | $107 755 520 | 234 884 | 0,40% | Akcje |
| Caisse de depot et placement du Quebec | $106 106 142 | 231 289 | 0,39% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $104 492 538 | 227 772 | 0,39% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $103 329 726 | 225 237 | 0,38% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $100 911 164 | 219 965 | 0,37% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $100 100 056 | 218 197 | 0,37% | Akcje |
| MAIRS & POWER INC | $98 200 331 | 214 056 | 0,36% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $97 338 321 | 212 177 | 0,36% | Akcje |
| California Public Employees Retirement System | $95 057 366 | 207 205 | 0,35% | Akcje |
| Legal & General Group Plc | $89 828 419 | 195 807 | 0,33% | Akcje |
| Vanguard Global Advisers, LLC | $89 160 465 | 194 351 | 0,33% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $88 903 884 | 193 792 | 0,33% | Akcje |
| Assenagon Asset Management S.A. | $87 850 705 | 191 496 | 0,32% | Akcje |
| AustralianSuper Pty Ltd | $84 873 353 | 185 006 | 0,31% | Akcje |
| National Pension Service | $84 857 755 | 184 972 | 0,31% | Akcje |
| RHUMBLINE ADVISERS | $82 327 560 | 179 457 | 0,30% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $81 147 304 | 176 884 | 0,30% | Akcje |
| PANAGORA ASSET MANAGEMENT INC | $80 328 876 | 175 100 | 0,30% | Akcje |
| BARCLAYS PLC | $80 310 066 | 175 059 | 0,30% | Akcje |
| Welch & Forbes LLC | $78 508 522 | 171 132 | 0,29% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $68 221 181 | 148 708 | 0,25% | Akcje |
| Capital World Investors | $68 126 319 | 148 501 | 0,25% | Akcje |
| PFA Pension, Forsikringsaktieselskab | $67 343 289 | 146 794 | 0,25% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $66 850 507 | 145 720 | 0,25% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60 470 991 | 131 814 | 0,22% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $59 890 899 | 134 768 | 0,22% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $59 318 614 | 129 356 | 0,22% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $59 017 653 | 132 803 | 0,22% | Akcje |
| Midwest Trust Co | $58 212 515 | 126 891 | 0,21% | Akcje |
| CITADEL ADVISORS LLC | $57 527 128 | 125 397 | 0,21% | Akcje |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $55 509 960 | 121 000 | 0,20% | Akcje |
| Allianz Asset Management GmbH | $47 210 074 | 102 908 | 0,17% | Akcje |
| DANSKE BANK A/S | $44 564 864 | 97 142 | 0,16% | Akcje |
| Qube Research & Technologies Ltd | $43 409 247 | 94 623 | 0,16% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $40 622 160 | 91 409 | 0,15% | Akcje |
| Quantinno Capital Management LP | $40 471 079 | 88 218 | 0,15% | Akcje |
| NATIXIS | $39 107 455 | 85 246 | 0,14% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $38 646 401 | 84 241 | 0,14% | Akcje |
| TODD ASSET MANAGEMENT LLC | $36 658 136 | 79 907 | 0,14% | Akcje |
| AVIVA PLC | $36 413 616 | 79 374 | 0,13% | Akcje |
| ATWOOD & PALMER INC | $35 448 277 | 77 270 | 0,13% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $34 429 938 | 75 050 | 0,13% | Akcje |
| Aware Super Pty Ltd as trustee of Aware Super | $34 179 914 | 74 505 | 0,13% | Akcje |
| PineBridge Investments, L.P. | $32 911 785 | 66 996 | 0,12% | Akcje |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $32 503 605 | 70 851 | 0,12% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $32 450 389 | 70 735 | 0,12% | Akcje |
| Sterling Capital Management LLC | $32 138 432 | 70 055 | 0,12% | Akcje |
| OMERS ADMINISTRATION Corp | $31 975 572 | 69 700 | 0,12% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $31 851 707 | 69 430 | 0,12% | Akcje |
| MassMutual Private Wealth & Trust, FSB | $31 358 540 | 68 355 | 0,12% | Akcje |
| Moran Wealth Management, LLC | $31 121 820 | 67 839 | 0,11% | Akcje |
| PRUDENTIAL FINANCIAL INC | $30 423 128 | 66 316 | 0,11% | Akcje |
| Walleye Capital LLC | $30 407 989 | 66 283 | 0,11% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $30 160 717 | 65 744 | 0,11% | Akcje |
| Mediolanum International Funds Ltd | $30 112 752 | 67 398 | 0,11% | Akcje |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $28 675 354 | 64 526 | 0,11% | Akcje |
| Arbejdsmarkedets Tillaegspension | $28 351 368 | 61 800 | 0,10% | Akcje |
| D. E. Shaw & Co., Inc. | $27 883 433 | 60 780 | 0,10% | Akcje |
| LPL Financial LLC | $27 337 403 | 59 590 | 0,10% | Akcje |
| Brandywine Global Investment Management, LLC | $27 226 129 | 55 525 | 0,10% | Akcje |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $25 938 749 | 56 541 | 0,10% | Akcje |
| APG Asset Management N.V. | $25 713 111 | 64 081 | 0,09% | Akcje |
| Mariner, LLC | $24 331 392 | 53 041 | 0,09% | Akcje |
| FRANKLIN RESOURCES INC | $24 174 817 | 52 696 | 0,09% | Akcje |
| Candriam S.C.A. | $24 049 353 | 52 473 | 0,09% | Akcje |
| Pictet Asset Management Holding SA | $24 048 658 | 52 421 | 0,09% | Akcje |
| Aristotle Atlantic Partners, LLC | $23 948 090 | 52 202 | 0,09% | Akcje |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $23 847 721 | 51 983 | 0,09% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $23 708 835 | 51 809 | 0,09% | Akcje |
| Korea Investment CORP | $23 179 767 | 50 527 | 0,09% | Akcje |
| Squarepoint Ops LLC | $22 934 789 | 49 993 | 0,08% | Akcje |
| US BANCORP \DE\ | $22 845 790 | 49 799 | 0,08% | Akcje |
Insiderzy spółki 44 insiderów · 22 dyrektorzy generalni · 13 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| James M Cracchiolo | CHAIRMAN AND CEO | 28 lipca 2026 M | 107 633 | 0 | 10 | $-36 429 851 |
| William F Truscott | CEO, GLOBAL ASSET MANAGEMENT | 9 lipca 2026 M | 4 794 | 0 | 1 | $-2 660 400 |
| Michelle Scrimgeour | CEO, Global Asset Mgmt., EMEA | 26 stycznia 2018 A | 5 253 | 0 | 0 | $0 |
| Walter Stanley Berman | EXECUTIVE VP AND CFO | 28 lipca 2026 M | 5 609 | 0 | 3 | $-9 854 602 |
| Charles Neal Maglaque | Pres. Advice & Wealth Mgt, COO | 6 lutego 2018 F | 14 390 | 0 | 0 | $0 |
| William Jerryl Williams | Pres, Wealth Mgmt Advisor Grp | 28 lipca 2026 M | 6 780 | 0 | 5 | $-8 667 801 |
| Petruzillo Kelli A. Hunter | Exec VP of Human Resources | 9 lipca 2026 M | 4 208 | 0 | 0 | $0 |
| Gerard P. Smyth | EVP Technology and CIO | 11 lutego 2022 A | 11 067 | 0 | 0 | $0 |
| John R. Hutt | Sr Vice Pres and Controller | 11 lutego 2022 A | 3 088 | 0 | 0 | $0 |
| Karen Wilson Thissen | Executive VP and GC | 11 lutego 2022 A | 10 223 | 0 | 0 | $0 |
| John Robert Woerner | Pres Ins & Chief Strat Officer | 11 lutego 2022 A | 34 167 | 0 | 0 | $0 |
| Colin Moore | EVP & Global CIO | 31 stycznia 2022 F | 66 517 | 0 | 0 | $0 |
| Randy Kupper | EVP Technology and CIO | 20 lutego 2020 S | 19 202 | 0 | 0 | $0 |
| David Kent Stewart | Sr Vice Pres and Controller | 15 lutego 2019 A | 18 242 | 0 | 0 | $0 |
| O'CONNELL PATRICK H. | EVP, AMP Advisor Group | 6 lutego 2018 F | 7 462 | 0 | 0 | $0 |
| John Carl Junek | Exec VP and General Counsel | 21 grudnia 2016 G | 19 633 | 0 | 0 | $0 |
| Donald E Froude | Pres., Personal Advisors Group | 30 marca 2015 S | 15 665 | 0 | 0 | $0 |
| Kim Michelle Sharan | Pres Fncl Plng & Wealth & CMO | 20 lutego 2014 S | 27 034 | 0 | 0 | $0 |
| Glen Salow | Exec VP of Serv Del & Tech | 8 lutego 2012 F | 123 900 | 0 | 0 | $0 |
| Brian Michael Heath | Pres - U.S. Advisor Group | 15 lutego 2008 A | 26 894 | 0 | 0 | $0 |
| Mark Edward Schwarzmann | Pres - Ins, Ann, Prdct Dist | 30 stycznia 2007 A | 14 291 | 0 | 0 | $0 |
| Andrew J Macmillan | Senior VP Comm & Gov't Affairs | 26 stycznia 2006 A | 2 108 | 0 | 0 | $0 |
| Christopher J Williams | Dyrektor | 28 lipca 2026 A | — | 0 | 0 | $0 |
| Liane J Pelletier | Dyrektor | 29 kwietnia 2026 A | — | 0 | 0 | $0 |
| Lon R Greenberg | Dyrektor | 20 września 2021 G | 5 500 | 0 | 0 | $0 |
| Brian T Shea | Dyrektor | 28 kwietnia 2021 A | — | 0 | 0 | $0 |
| Edward W Walter | Dyrektor | 28 kwietnia 2021 A | 0 | 0 | 0 | $0 |
| Jeffrey Noddle | Dyrektor | 28 kwietnia 2021 A | 500 | 0 | 0 | $0 |
| Jay H Sarles | Dyrektor | 27 października 2017 A | 6 609 | 0 | 0 | $0 |
| Siri S Marshall | Dyrektor | 26 kwietnia 2017 A | 500 | 0 | 0 | $0 |
| William H Turner | Dyrektor | 29 kwietnia 2015 A | 6 216 | 0 | 0 | $0 |
| LEWIS W WALKER | Dyrektor | 30 kwietnia 2014 A | 1 895 | 0 | 0 | $0 |
| Warren D Knowlton | Dyrektor | 4 listopada 2013 A | 5 000 | 0 | 0 | $0 |
| Richard F Powers III | Dyrektor | 23 kwietnia 2008 A | 500 | 0 | 0 | $0 |
| AMERICAN EXPRESS CO | Posiadacz 10% | 19 września 2005 J | 0 | 0 | 0 | $0 |
| Dawn M. Brockman | — | 10 sierpnia 2026 S | 713 | 0 | 1 | $-263 815 |
| Heather J. Melloh | — | 10 sierpnia 2026 M | 3 937 | 0 | 0 | $0 |
| Deirdre N Davey | — | 6 sierpnia 2026 M | 3 373 | 0 | 1 | $-1 339 872 |
| Robert Francis Sharpe JR | — | 8 maja 2026 S | 6 300 | 0 | 2 | $-1 235 406 |
| Amy Digeso | — | 29 kwietnia 2026 A | 156 | 0 | 0 | $0 |
| Glynis Bryan | — | 29 kwietnia 2026 A | — | 0 | 0 | $0 |
| Blixt Dianne Neal | — | 29 kwietnia 2026 A | 1 000 | 0 | 0 | $0 |
| Joseph Edward Sweeney | — | 2 lutego 2026 A | 11 458 | 0 | 0 | $0 |
| Ira D Hall | — | 5 listopada 2008 A | 500 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 3 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Ameriprise Financial, Inc., Columbia Management Investment Advisers, LLC ×2 zgłoszenia | 21 lutego 2023 | — | Pierwotne zgłoszenie | — | SEC |
| Ameriprise Financial, Inc. IRS No., Columbia Management Investment Advisers, LLC IRS No., Seligman Tech Spectrum Offshore Fund, Columbia Seligman Technology and Information Fund IRS No. | 21 stycznia 2022 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 13 lipca 2010 | — | Pierwotne zgłoszenie | Inwestycja pasywna | 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.
Posiadanie ETF-ów Posiadane przez 224 fundusze 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 |
|---|---|---|---|---|
| MDPL · Northern Lights Fund Trust IV | 3,07% | 4 184 NS | 31 maja 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 2,82% | 1 083 NS | 30 kwietnia 2026 | N-PORT |
| LBAY · Tidal Trust I | 2,74% | 1 083 NS | 31 maja 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 2,13% | 134 NS | 30 kwietnia 2026 | N-PORT |
| BMVP · Invesco Exchange-Traded Fund Trust | 2,05% | 3 908 SH | 8 sierpnia 2026 | Dziennie |
| WLTG · ETF Opportunities Trust | 1,78% | 2 854 NS | 30 kwietnia 2026 | N-PORT |
| EQRR · ProShares Trust | 1,77% | 2 464 NS | 31 maja 2026 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 1,69% | 21 636 NS | 31 maja 2026 | N-PORT |
| ABCS · EA Series Trust | 1,57% | 400 NS | 29 maja 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 1,50% | 3 252 NS | 31 maja 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 1,49% | 47 643 SH | 8 sierpnia 2026 | Dziennie |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,46% | 8 123 SH | 8 sierpnia 2026 | Dziennie |
| RDVI · First Trust Exchange-Traded Fund IV | 1,37% | 88 826 NS | 30 kwietnia 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,28% | 5 204 NS | 30 kwietnia 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 1,27% | 3 447 NS | 31 maja 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,23% | 51 782 SH | 8 sierpnia 2026 | Dziennie |
| FLV · AMERICAN CENTURY ETF TRUST | 1,09% | 8 651 NS | 31 maja 2026 | N-PORT |
| BRCE · MFS Active Exchange Traded Funds Tr… | 1,07% | 799 NS | 31 maja 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 1,05% | 14 711 NS | 31 maja 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 0,99% | 19 938 NS | 30 kwietnia 2026 | N-PORT |
| ROE · EA Series Trust | 0,90% | 5 230 NS | 29 maja 2026 | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 0,80% | 294 NS | 30 kwietnia 2026 | N-PORT |
| FLAG · Global X Funds | 0,78% | 27 NS | 30 kwietnia 2026 | N-PORT |
| IYF · iShares Trust | 0,76% | 59 660 SH | 8 sierpnia 2026 | Dziennie |
| VOE · VANGUARD INDEX FUNDS | 0,72% | 582 563 SH | 8 sierpnia 2026 | Dziennie |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0,71% | 254 205 SH | 8 sierpnia 2026 | Dziennie |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,70% | 1 274 NS | 30 kwietnia 2026 | N-PORT |
| IYG · iShares Trust | 0,68% | 26 972 SH | 8 sierpnia 2026 | Dziennie |
| DUHP · Dimensional ETF Trust | 0,67% | 160 412 NS | 30 kwietnia 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,66% | 189 035 NS | 31 maja 2026 | N-PORT |
| QDF · FlexShares Trust | 0,55% | 24 750 NS | 30 kwietnia 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0,55% | 34 426 NS | 31 maja 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,52% | 24 389 NS | 30 kwietnia 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0,51% | 14 664 NS | 30 kwietnia 2026 | N-PORT |
| ACLC · AMERICAN CENTURY ETF TRUST | 0,50% | 3 464 NS | 31 maja 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,49% | 147 737 SH | 8 sierpnia 2026 | Dziennie |
| IWS · iShares Trust | 0,44% | 125 339 SH | 8 sierpnia 2026 | Dziennie |
| SNPD · DBX ETF Trust | 0,43% | 25 NS | 29 maja 2026 | N-PORT |
| AKAF · ETF Series Solutions | 0,42% | 28 NS | 31 maja 2026 | N-PORT |
| FAS · Direxion Shares ETF Trust | 0,42% | 17 467 NS | 30 kwietnia 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,42% | 3 831 NS | 31 maja 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,40% | 1 965 386 SH | 8 sierpnia 2026 | Dziennie |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,39% | 2 218 NS | 31 maja 2026 | N-PORT |
| IMCV · iShares Trust | 0,38% | 7 847 SH | 8 sierpnia 2026 | Dziennie |
| IWR · iShares Trust | 0,36% | 369 356 SH | 8 sierpnia 2026 | Dziennie |
| UYG · ProShares Trust | 0,36% | 5 628 NS | 31 maja 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0,35% | 16 791 NS | 30 kwietnia 2026 | N-PORT |
| SPVU · Invesco Exchange-Traded Fund Trust … | 0,34% | 1 014 NS | 31 maja 2026 | N-PORT |
| IMCB · iShares Trust | 0,33% | 10 003 SH | 8 sierpnia 2026 | Dziennie |
| FHEQ · Fidelity Greenwood Street Trust | 0,33% | 5 774 NS | 30 kwietnia 2026 | N-PORT |