BEN Franklin Resources, Inc. Common Stock
NYSE · Financial Services · Wyświetl na SEC EDGAR ↗ zamknij Paź 5, 2026 10-K/10-Q Lip 31, 2026BEN Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
BEN Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
| Data ex-dywidendy | Podział | Typ |
|---|---|---|
| 26 lipca 2013 | 3-for-1 | Naprzód |
| 16 stycznia 1998 | 2-for-1 | Naprzód |
| 15 stycznia 1997 | 3-for-2 | Naprzód |
| 15 kwietnia 1992 | 2-for-1 | Naprzód |
| 16 stycznia 1990 | 3-for-2 | Naprzód |
| 15 lipca 1987 | 5-for-4 | Naprzód |
| 27 października 1986 | 3-for-2 | Naprzód |
| 23 stycznia 1986 | 2-for-1 | Naprzód |
| 2 kwietnia 1985 | 2-for-1 | Naprzód |
| 13 kwietnia 1984 | 5-for-4 | Naprzód |
O Franklin Resources, Inc. Common Stock Przegląd firmy z Wikipedii
Franklin Templeton, Inc. is an American multinational investment management holding company that, together with its subsidiaries, is referred to as Franklin Templeton. It is a global investment firm with operations in over 150 countries. They were founded in New York City in 1947 as Franklin Distributors, Inc. In 1992 they merged with Templeton, Galbraith & Hansberger which had started in 1954 under John Templeton.
The company’s stock is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin, for whom the company is named, and who was admired by founder Rupert Johnson Sr.
In 1973, the company's headquarters moved from New York to San Mateo, California.
History
The company was founded in 1947 in New York by Rupert H. (Harris) Johnson Sr. (1900–1989), who ran a successful retail brokerage firm from an office on Wall Street. He named the company for American polymath Benjamin Franklin because Franklin espoused frugality and prudence when it came to saving and investing. The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.
After Rupert Sr. retired, his son, Charles B. Johnson (Charlie), took over as president and chief executive officer in 1957 at age 24. At that time, the funds had total assets under management of US$2.5 million. Rupert Johnson Jr., Charlie's brother, joined the company in 1965.
Franklin went public in 1971. In 1973, the company acquired Winfield & Company, a San Mateo, California-based investment firm, and moved Franklin's offices from New York to California. The combined organization had close to US$250 million in assets under management and approximately 60 employees. In 1979, Franklin Money Fund began a growth surge that made it Franklin's first billion-dollar fund and launched the company's significant asset growth in the 1980s.
Starting in 1980, the company's total assets under management doubled (or nearly doubled) every year for the next six years. The company's stock began trading on the New York Stock Exchange in 1986. In the same year, the company opened its first office outside North America in Taiwan. In 1988, Franklin acquired L.F. Rothschild Fund Management Company. Assets under management for Franklin grew from just over US$2 billion in 1982 to more than US$40 billion in 1989 (the crash of 1987 had little impact on Franklin's income and bond funds).
In October 1992, Franklin acquired Templeton, Galbraith & Hansberger Ltd. for a reported cost of $913 million, leading to the common name Franklin Templeton. Mutual fund pioneer Sir John Templeton was the owner of Templeton, Galbraith & Hansberger Ltd together with his son Dr. John Templeton and John Galbraith who together owned 70% of the firm.
In November 1996, Heine Securities Corporation, known for the Mutual Series of funds, merged into the Franklin Templeton complex. In October 2000, Franklin acquired Bissett Funds to increase its Canadian presence, and Bissett remains a key brand from Franklin in the Canadian market. The Fiduciary Trust Company was acquired by Franklin Templeton in April 2001.
Fiduciary Trust Company International, a member of the Franklin family, maintained an office of over 650 employees in 2 World Trade Center at the time of the September 11 attacks in 2001. 87 employees died in the collapse.
The firm has specialized expertise across a full range of asset classes. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names, among others. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.
In April 2007, Franklin Resources was 445th in the Fortune 500, and 7th overall among securities companies. The same month, USA Today listed BEN stock as the top stock pick for the last 25 years based on returns, claiming it is up 64,224% since 1982. As of July 31, 2008, Franklin Resources, Inc. managed over $570 billion in total assets worldwide. In February 2009, Barron's Magazine called Franklin Templeton "King of the Decade" among fund families over the ten-year period ending in 2008.
In 2013, Charles Johnson retired as chairman and his son Greg Johnson became chairman of the board, CEO and president.
In 2019, the firm acquired Benefit Street Partners, an alternative credit investment group.
In 2020, Jenny Johnson became CEO and President of the firm and Greg Johnson became Executive chairman.
Franklin Templeton acquired AdvisorEngine in May 2020, completing the deal in September 2022. Founded 2014 by Rich Cancro, the wealth management technology platform provides advisors with CRM, portfolio management, client portal, and digital onboarding tools, enhancing Franklin Templeton's digital wealth management offerings.
In July 2020, Franklin Templeton acquired Legg Mason, Inc., making Franklin Templeton one of the world's largest independent, specialized global investment managers, with a combined $1.4 trillion in assets under management (AUM). The combined footprint deepened Templeton's presence in key geographies and created an expansive investment platform that includes institutional and retail client AUM.
In November 2021, Franklin Templeton announced its acquisition of Lexington Partners in a $1.75 billion cash deal. The acquisition completed in April 2022.
In January 2022, Franklin Templeton acquired O'Shaughnessy Asset Management, an asset management firm founded by James O'Shaughnessy.
On May 31, 2022, it was announced that BNY Mellon Investment Management would sell Alcentra to Franklin Templeton. The transaction was completed on November 1, 2022.
On May 31, 2023, Great-West Lifeco announced that Franklin Templeton would acquire Putnam Investments for $925 million. Putnam Investments subsidiary, PanAgora Asset Management would not be included in the acquisition. The deal was completed in January 2024.
In August 2023, Bloomberg News reported that Franklin Templeton executives in China were mandated to attend courses on Xi Jinping Thought.
Mutual funds and ETFs
Franklin Templeton has 455 open-ended mutual funds and seven closed-end funds. Included in these are 27 state and federal tax-free income funds, an area of investment pioneered by Franklin.
Prominent funds include the Templeton Growth Fund, Inc. (opened 1954), the Mutual Shares fund (opened 1949), and the Mutual Discovery Fund (opened 1992) and the Templeton Growth (Euro) Fund.
The Franklin Income Fund (FKINX) is a mutual fund in Morningstar's "conservative allocation" category and "large/value" style box. The fund was created in 1948 and has paid uninterrupted dividends for 60 years. The Franklin Income Fund is constructed primarily of dividend-paying stocks and bonds (2%).
Franklin Templeton launched its first exchange-traded funds (ETFs) in 2013. By 2021, these included 55 active, smart beta/multifactor and passively managed ETFs in the U.S, with US$9.7 billion in assets under management.
In 2021, Franklin Templeton launched the first "tokenised" US mutual fund as a pilot – it uses a blockchain to process transactions and record share ownership. The technology is provided by the Stellar network and Blockchain Administrator, a Delaware company. The OnChain US Government Money Fund pilot started with $1.4M of seed money and investment from employees. The automated administration can trade around the clock and removes the need for brokerages, which should result in a "highly significant decrease in fees". However, the fund actually has a high level of costs because of its small size and the fact that, as a pilot, it is maintaining traditional records in parallel.
In February 2025, Franklin Templeton launched a spot crypto exchange-traded fund that holds a combination of roughly 80% bitcoin and 20% ether. That same month Franklin applied with the SEC for a spot Solana ETF.
Effective August 17, 2026, Franklin Resources, Inc. changed its corporate name to Franklin Templeton, Inc. to bring it into alignment with its Franklin Templeton brand.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
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?
| Wskaźnik | Trend 5-letni | BEN | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 22.4średnia z 5 lat ≈16.0 | ≈16.0 | · | · | |
| P/S (TTM) | 1.8średnia z 5 lat ≈1.4 | ≈1.4 | · | · | |
| P/B (MRQ) | 1.4średnia z 5 lat ≈1.0 | ≈1.0 | · | · | |
| Price / FCF (Cena / FCF) | 18.8średnia z 5 lat ≈11.5 | ≈11.5 | · | · | |
| Price / Cash Flow (Cena / Przepływy pieniężne) | 16.1średnia z 5 lat ≈10.1 | ≈10.1 | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 2.2średnia z 5 lat ≈10.2 | ≈10.2 | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | BEN | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża Operacyjna (TTM) | 9.7%średnia z 5 lat ≈13.9% | ≈13.9% | · | · | |
| Marża EBITDA (TTM) | 11.0%średnia z 5 lat ≈15.1% | ≈15.1% | · | · | |
| Marża przed opodatkowaniem (TTM) | 16.3%średnia z 5 lat ≈17.3% | ≈17.3% | · | · | |
| Marża Zysku Netto (TTM) | 8.7%średnia z 5 lat ≈12.0% | ≈12.0% | · | · | |
| ROA (TTM) | 2.4%średnia z 5 lat ≈3.8% | ≈3.8% | · | · | |
| ROE (TTM) | 6.8%średnia z 5 lat ≈8.8% | ≈8.8% | · | · | |
| ROIC | 3.5%średnia z 5 lat ≈7.9% | ≈7.9% | · | · |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | BEN | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Interest Coverage (Pokrycie odsetek) | 6.4średnia z 5 lat ≈11.9 | ≈11.9 | · | · |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | BEN | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 3.5%średnia z 5 lat ≈11.2% | ≈11.2% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 2.0%średnia z 5 lat ≈4.8% | ≈4.8% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 9.5% | · | · | · | |
| EPS YoY | 7.1%średnia z 5 lat ≈4.0% | ≈4.0% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 12.9%średnia z 5 lat ≈6.7% | ≈6.7% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | -28.9%średnia z 5 lat ≈-21.4% | ≈-21.4% | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | -10.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | -25.9%średnia z 5 lat ≈-19.7% | ≈-19.7% | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | -8.1% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | BEN | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.3średnia z 5 lat ≈0.3 | ≈0.3 | · | · | |
| Revenue / Employee (Przychody / pracownika) | ≈$868.4K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Wrz 30, 2026 | $0,33 | USD | ≈4.1% |
| Cze 29, 2026 | $0,33 | USD | ≈3.9% |
| Mar 31, 2026 | $0,33 | USD | ≈5.5% |
| Gru 30, 2025 | $0,33 | USD | ≈5.4% |
| Wrz 30, 2025 | $0,32 | USD | ≈5.5% |
| Cze 27, 2025 | $0,32 | USD | ≈5.3% |
| Mar 31, 2025 | $0,32 | USD | ≈6.5% |
| Gru 30, 2024 | $0,32 | USD | ≈6.2% |
| Wrz 30, 2024 | $0,31 | USD | ≈6.2% |
| Cze 28, 2024 | $0,31 | USD | ≈5.5% |
| Mar 27, 2024 | $0,31 | USD | ≈4.4% |
| Sty 2, 2024 | $0,31 | USD | ≈4.1% |
| Wrz 28, 2023 | $0,30 | USD | ≈4.9% |
| Cze 29, 2023 | $0,30 | USD | ≈4.4% |
| Mar 30, 2023 | $0,30 | USD | ≈4.5% |
| Gru 29, 2022 | $0,30 | USD | ≈4.4% |
| Wrz 29, 2022 | $0,29 | USD | ≈5.2% |
| Cze 29, 2022 | $0,29 | USD | ≈4.9% |
| Mar 30, 2022 | $0,29 | USD | ≈4.0% |
| Gru 30, 2021 | $0,29 | USD | ≈3.4% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | $0.72 | $0.68 | 6.2% | |
| 31 marca 2026 | $0.71 | $0.56 | 27.7% | |
| 31 grudnia 2025 | $0.70 | $0.56 | 25.2% | |
| 30 września 2025 | $0.67 | $0.58 | 15.0% | |
| 30 czerwca 2025 | $0.49 | $0.50 | -1.7% | |
| 31 marca 2025 | $0.47 | $0.48 | -1.6% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.77B | $8.48B | $7.85B | $8.28B | $8.43B | $5.57B | $5.67B | $6.20B | $6.39B | $6.62B | $7.95B | $8.49B | |
| SG&A Expense | $774M | $703M | $565M | $565M | $537M | $450M | $391M | $372M | $322M | $340M | $348M | $360M | |
| Operating Expenses | $8.17B | $8.07B | $6.75B | $6.50B | $6.55B | $4.52B | $4.20B | $4.18B | $4.13B | $4.25B | $4.92B | $5.27B | |
| Operating Income | $604M | $408M | $1.10B | $1.77B | $1.88B | $1.05B | $1.47B | $2.03B | $2.26B | $2.37B | $3.03B | $3.22B | |
| Interest Expense | $95M | $97M | $124M | $98M | $85M | $33M | $22M | $46M | $52M | $50M | $40M | $47M | |
| Interest Income | · | · | · | · | $9M | $14M | $31M | $76M | $75M | $36M | $11M | $9M | |
| Other Non-op | $213M | $396M | $262M | $91M | $265M | $-38M | $141M | $200M | $336M | $184M | $40M | $236M | |
| Pretax Income | $787M | $823M | $1.34B | $1.73B | $2.44B | $1.02B | $1.65B | $2.22B | $2.55B | $2.50B | $3.03B | $3.41B | |
| Income Tax | $238M | $215M | $312M | $396M | $350M | $231M | $442M | $1.47B | $759M | $742M | $924M | $998M | |
| Net Income | $525M | $465M | $883M | $1.29B | $1.83B | $799M | $1.20B | $764M | $1.70B | $1.73B | $2.04B | $2.38B | |
| EPS (Basic) | $0.91 | $0.85 | $1.72 | $2.53 | $3.58 | $1.59 | $2.35 | $1.39 | $3.01 | $2.94 | $3.29 | $3.79 | |
| EPS (Diluted) | $0.91 | $0.85 | $1.72 | $2.53 | $3.57 | $1.59 | $2.35 | $1.39 | $3.01 | $2.94 | $3.29 | $3.79 | |
| Shares (Basic) | 516,700,000 | 509,500,000 | 490,000,000 | 488,700,000 | 489,900,000 | 491,900,000 | 503,600,000 | 537,400,000 | 558,800,000 | 583,800,000 | 614,800,000 | 624,800,000 | |
| Shares (Diluted) | 517,400,000 | 510,300,000 | 490,800,000 | 489,300,000 | 490,600,000 | 492,400,000 | 504,300,000 | 538,000,000 | 559,100,000 | 583,800,000 | 614,900,000 | 625,200,000 | |
| EBITDA | $729M | $524M | $1.21B | $1.87B | $1.95B | $1.12B | $1.64B | $2.20B | $2.35B | $2.45B | $3.11B | $3.30B |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $4.65B | $3.99B | $6.21B | $6.91B | $8.75B | $8.48B | $8.37B | $7.60B | |
| PP&E (Net) | $949M | $946M | $800M | $743M | $770M | $814M | $684M | $535M | $517M | $523M | $510M | $531M | |
| PP&E (Gross) | $1.89B | $1.91B | $1.76B | $1.70B | $1.95B | $1.91B | $1.72B | $1.50B | $1.46B | $1.39B | $1.36B | $1.33B | |
| Accum. Depreciation | $945M | $962M | $957M | $958M | $1.18B | $1.10B | $1.03B | $966M | $943M | $871M | $855M | $799M | |
| Goodwill | $6.21B | $6.21B | $6.00B | $5.78B | $4.46B | $4.50B | $2.13B | $1.79B | $1.69B | $1.66B | $1.66B | $1.69B | |
| Intangibles | $4.17B | $4.80B | $4.90B | $5.08B | $4.71B | $4.91B | $864M | $8M | $6M | $19M | $58M | $88M | |
| Total Assets | $32.37B | $32.46B | $30.12B | $28.06B | $24.17B | $21.68B | $14.53B | $14.38B | $17.53B | $16.10B | $16.34B | $16.36B | |
| Deferred Tax | $262M | $285M | $450M | $348M | $312M | $305M | $120M | · | · | · | $241M | · | |
| Total Liabilities | $18.18B | $17.90B | $16.55B | $14.24B | $11.42B | $10.27B | $3.16B | $3.13B | $2.66B | $3.51B | $3.78B | $3.91B | |
| Long-term Debt | $2.36B | $2.78B | $3.05B | $3.38B | $3.40B | $3.02B | $697M | $696M | $1.04B | $1.40B | $1.35B | $1.20B | |
| Common Stock | $52M | $52M | $50M | $50M | $50M | $50M | $50M | $52M | $56M | $57M | $60M | $62M | |
| Retained Earnings | $11.52B | $11.93B | $12.38B | $12.05B | $11.55B | $10.47B | $10.29B | $10.22B | $12.85B | $12.23B | $12.09B | $11.63B | |
| AOCI | $-447M | $-420M | $-509M | $-621M | $-378M | $-408M | $-432M | $-371M | $-285M | $-347M | $-314M | $-118M | |
| Stockholders' Equity | $12.08B | $12.51B | $11.92B | $11.47B | $11.22B | $10.11B | $9.91B | $9.90B | $12.62B | $11.94B | $11.84B | $11.58B | |
| Liabilities + Equity | $32.37B | $32.46B | $30.12B | $28.06B | $24.17B | $21.68B | $14.53B | $14.38B | $17.53B | $16.10B | $16.34B | $16.36B | |
| Shares Outstanding | 520,951,796 | 523,596,548 | 495,937,891 | 499,575,175 | 501,807,677 | 495,116,677 | 499,303,269 | 519,122,574 | 554,865,343 | 570,345,156 | 603,517,181 | 622,893,090 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $125M | $116M | $104M | $96M | $79M | $74M | $79M | $75M | $82M | $81M | $82M | $83M | |
| Stock-based Comp | $215M | $246M | $183M | $208M | $172M | $122M | $112M | $118M | $123M | $132M | $140M | $128M | |
| Deferred Tax | $-47M | $-125M | $42M | $98M | $4M | $-7M | $-1M | $-51M | $9M | $9M | · | · | |
| Amort. of Intangibles | $406M | $338M | $341M | $282M | $232M | $54M | $15M | $2M | $4M | $10M | $20M | $21M | |
| Other Non-cash | $248M | $268M | $-72M | $263M | $-840M | $33M | $-1.19B | $1.32B | $-766M | $-212M | $-5M | $-457M | |
| Operating Cash Flow | $1.07B | $971M | $1.09B | $1.96B | $1.25B | $1.08B | $268M | $2.23B | $1.14B | $1.73B | $2.25B | $2.14B | |
| CapEx | $154M | $177M | $149M | $90M | $79M | $104M | $234M | $106M | $75M | $98M | $69M | $53M | |
| Investing Cash Flow | $-2.34B | $-2.42B | $-3.61B | $-3.33B | $-2.62B | $-4.06B | $-1.28B | $-290M | $52M | $192M | $249M | $391M | |
| Stock Issued | $24M | $21M | $23M | $25M | $22M | $21M | $23M | $25M | $25M | $24M | $26M | $33M | |
| Stock Repurchased | $240M | $274M | $256M | $181M | $208M | $218M | $754M | $1.42B | $765M | $1.31B | $1.06B | $622M | |
| Net Stock Activity | $-216M | $-254M | $-233M | $-156M | $-186M | $-198M | $-731M | $-1.40B | $-740M | $-1.28B | $-1.03B | $-622M | |
| Dividends Paid | $684M | $656M | $607M | $583M | $560M | $533M | $519M | $2.12B | $441M | $409M | $666M | $290M | |
| Financing Cash Flow | $452M | $1.42B | $2.11B | $1.58B | $2.03B | $734M | $340M | $-3.76B | $-956M | $-1.80B | $-1.61B | $-1.20B | |
| Net Change in Cash | $-835M | $6M | $-380M | $135M | $657M | $-2.22B | $-704M | $-1.84B | $266M | $115M | $772M | $1.27B | |
| Free Cash Flow | $912M | $794M | $990M | $1.87B | $1.17B | $918M | $-32M | $2.12B | $1.06B | $1.63B | $2.18B | $2.08B | |
| Levered FCF | $845M | $722M | $893M | $1.79B | $1.09B | $892M | $-50M | $2.11B | $1.02B | $1.60B | $2.16B | $2.05B |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 6.9% | 4.8% | 14.0% | 21.4% | 22.2% | 18.8% | 27.0% | 33.5% | 35.4% | 35.8% | 38.1% | 37.9% | |
| Net Margin | 6.0% | 5.5% | 11.2% | 15.6% | 21.7% | 14.3% | 20.7% | 12.1% | 26.5% | 26.1% | 25.6% | 28.1% | |
| Pretax Margin | 9.0% | 9.7% | 18.0% | 20.9% | 29.0% | 18.3% | 28.5% | 35.1% | 39.9% | 37.8% | 38.1% | 40.2% | |
| EBITDA Margin | 8.3% | 6.2% | 15.4% | 22.6% | 23.2% | 20.2% | 28.4% | 34.8% | 36.7% | 37.0% | 39.1% | 38.9% | |
| ROA | 1.6% | 1.5% | 3.0% | 5.0% | 8.0% | 4.6% | 8.3% | 4.8% | 10.1% | 10.7% | 12.4% | 15.0% | |
| ROE | 4.3% | 3.8% | 7.5% | 11.4% | 17.2% | 8.0% | 12.1% | 6.8% | 13.8% | 14.5% | 17.4% | 22.0% | |
| ROIC | 3.5% | 2.4% | 7.2% | 11.9% | 14.3% | 8.0% | 11.5% | 7.2% | 12.6% | 13.9% | 17.8% | 19.7% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 6.4 | 4.2 | 8.9 | 18.1 | 22.0 | 31.4 | 63.1 | 43.5 | 44.0 | 47.4 | 76.5 | 68.0 |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $23.18 | $23.89 | $24.03 | $22.97 | $22.37 | $20.43 | $19.84 | $19.07 | $22.74 | $20.93 | $19.62 | $18.60 | |
| Revenue / Share | $16.95 | $16.61 | $15.99 | $16.91 | $17.17 | $11.30 | $11.45 | $11.75 | $11.43 | $11.34 | $12.93 | $13.58 | |
| Cash Flow / Share | $2.06 | $1.90 | $2.32 | $4.00 | $2.54 | $2.07 | $0.40 | $4.14 | $2.03 | $2.96 | $3.66 | $3.42 | |
| Cash / Share | · | · | · | · | $9.26 | $7.99 | $11.93 | $13.31 | $15.77 | $14.87 | $13.87 | $12.19 | |
| Dividend / Share | $1.28 | $1.24 | $1.20 | $1.16 | $1.12 | $1.08 | $1.04 | $3.92 | $0.80 | $0.72 | $1.10 | $0.48 | |
| EPS (TTM) | $0.91 | $0.85 | $1.72 | $2.53 | $3.57 | $1.59 | $2.35 | $1.39 | $3.01 | $2.94 | $3.29 | $3.79 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.5% | 8.0% | -5.1% | -1.8% | 51.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.0% | 0.21% | 12.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 7.1% | -50.6% | -32.0% | -29.1% | 124.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -28.9% | -38.0% | 2.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -10.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 12.9% | -47.3% | -31.7% | -29.4% | 129.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -25.9% | -36.7% | 3.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -8.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.77B | $8.48B | $7.85B | $8.28B | $8.43B | $5.57B | $5.67B | $6.20B | $6.39B | $6.62B | $7.95B | $8.49B | |
| Net Income TTM | $525M | $465M | $883M | $1.29B | $1.83B | $799M | $1.20B | $764M | $1.70B | $1.73B | $2.04B | $2.38B | |
| Market Cap | $12.05B | $10.55B | $12.19B | $10.75B | $14.91B | $10.08B | $14.41B | $15.79B | $24.70B | $20.29B | $22.49B | $34.02B | |
| P/E | 25.4 | 23.7 | 14.3 | 8.5 | 8.3 | 12.8 | 12.3 | 21.9 | 14.8 | 12.1 | 11.3 | 14.4 | |
| P/S | 1.4 | 1.2 | 1.6 | 1.3 | 1.8 | 1.8 | 2.5 | 2.5 | 3.9 | 3.1 | 2.8 | 4.0 | |
| P/B | 1.0 | 0.8 | 1.0 | 0.9 | 1.3 | 1.0 | 1.5 | 1.6 | 2.0 | 1.7 | 1.9 | 2.9 | |
| P / Tangible Book | 7.1 | 7.1 | 12.1 | 17.5 | 7.3 | 14.4 | · | · | · | · | · | · | |
| P / Cash Flow | 11.3 | 10.9 | 10.7 | 5.5 | 12.0 | 9.9 | 71.5 | 7.1 | 21.8 | 11.7 | 10.0 | 15.9 | |
| P / FCF | 13.2 | 13.3 | 12.3 | 5.8 | 12.8 | 11.0 | -448.9 | 7.4 | 23.3 | 12.4 | 10.3 | 16.3 | |
| Dividend Yield | 5.7% | 6.2% | 5.0% | 5.4% | 3.8% | 5.3% | 3.6% | 13.4% | 1.8% | 2.0% | 3.0% | 0.85% | |
| Earnings Yield | 3.9% | 4.2% | 7.0% | 11.8% | 12.0% | 7.8% | 8.1% | 4.6% | 6.8% | 8.3% | 8.8% | 6.9% | |
| Payout Ratio | 130.2% | 141.2% | 68.8% | 45.1% | 30.6% | 66.7% | 43.4% | 276.9% | 26.0% | 23.7% | 32.7% | 12.2% | |
| Annual Payout | $684M | $656M | $607M | $583M | $560M | $533M | $519M | $2.12B | $441M | $409M | $666M | $290M |
Rachunek zysków i strat
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.36B | $2.29B | $2.33B | $2.34B | $2.06B | $2.11B | $2.25B | $2.21B | $2.12B | $2.15B | $1.99B | $1.99B | $1.97B | $1.93B | $1.97B | $1.94B | |
| SG&A Expense | $313M | $188M | $196M | $223M | $184M | $183M | $185M | $196M | $180M | $195M | $132M | $138M | $136M | $144M | $146M | $149M | |
| Operating Expenses | $2.14B | $1.97B | $2.05B | $2.26B | $1.91B | $1.97B | $2.03B | $2.36B | $1.90B | $2.02B | $1.78B | $1.65B | $1.65B | $1.67B | $1.77B | $1.59B | |
| Operating Income | $216M | $323M | $281M | $85M | $154M | $146M | $219M | $-151M | $222M | $129M | $206M | $338M | $315M | $255M | $194M | $348M | |
| Interest Expense | $24M | $20M | $20M | $25M | $26M | $21M | $23M | $25M | $26M | $28M | $19M | $24M | $35M | $34M | $31M | $27M | |
| Other Non-op | $131M | $56M | $80M | $85M | $23M | $94M | $10M | $95M | $74M | $52M | $173M | $61M | $50M | $61M | $91M | $-7M | |
| Pretax Income | $371M | $446M | $452M | $254M | $177M | $43M | $313M | $-46M | $300M | $238M | $331M | $412M | $331M | $366M | $229M | $254M | |
| Income Tax | $116M | $99M | $105M | $66M | $60M | $31M | $81M | $10M | $68M | $63M | $75M | $75M | $84M | $93M | $60M | $48M | |
| Net Income | $172M | $268M | $256M | $118M | $92M | $151M | $164M | $-85M | $174M | $124M | $251M | $296M | $228M | $194M | $166M | $233M | |
| EPS (Basic) | $0.31 | $0.49 | $0.46 | $0.21 | $0.15 | $0.26 | $0.29 | $-0.20 | $0.32 | $0.23 | $0.50 | $0.58 | $0.44 | $0.38 | $0.32 | $0.46 | |
| EPS (Diluted) | $0.31 | $0.49 | $0.46 | $0.21 | $0.15 | $0.26 | $0.29 | $-0.20 | $0.32 | $0.23 | $0.50 | $0.58 | $0.44 | $0.38 | $0.32 | $0.47 | |
| Shares (Basic) | 515,200,000 | 517,500,000 | 517,500,000 | · | 515,700,000 | 519,100,000 | 517,400,000 | · | 516,500,000 | 518,400,000 | 487,000,000 | · | 490,700,000 | 490,700,000 | 489,600,000 | · | |
| Shares (Diluted) | 516,000,000 | 518,200,000 | 518,300,000 | · | 516,500,000 | 519,900,000 | 518,200,000 | · | 517,200,000 | 519,200,000 | 487,900,000 | · | 491,400,000 | 491,400,000 | 490,200,000 | · | |
| EBITDA | $216M | $323M | $310M | · | $154M | $146M | $249M | · | $222M | $129M | $232M | · | $315M | $255M | $219M | · |
Bilans
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $887M | $904M | $930M | $949M | $975M | $988M | $978M | $946M | $905M | $899M | $807M | · | $806M | $750M | $760M | · | |
| PP&E (Gross) | · | · | · | $1.89B | · | · | · | $1.91B | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $945M | · | · | · | $962M | · | · | · | · | · | · | · | · | |
| Goodwill | $6.30B | $6.30B | $6.29B | $6.21B | $6.21B | $6.20B | $6.19B | $6.21B | $6.20B | $6.20B | $6.01B | $6.00B | $6.01B | $6.01B | $5.94B | $5.78B | |
| Intangibles | $4.02B | $4.09B | $4.15B | $4.17B | $4.44B | $4.54B | $4.68B | $4.80B | $5.27B | $5.33B | $4.82B | · | $4.99B | $5.07B | $5.15B | · | |
| Total Assets | $36.24B | $34.11B | $32.55B | $32.37B | $32.55B | $31.99B | $32.39B | $32.46B | $33.25B | $32.91B | $29.87B | · | $30.23B | $29.09B | $29.34B | · | |
| Deferred Tax | $341M | $337M | $318M | $262M | $264M | $211M | $280M | $285M | $421M | $438M | $393M | · | $451M | $340M | $258M | · | |
| Total Liabilities | $21.84B | $19.49B | $18.16B | $18.18B | $18.12B | $16.81B | $17.05B | $17.90B | $18.35B | $18.07B | $16.15B | · | $16.65B | $15.68B | $14.80B | · | |
| Long-term Debt | $2.40B | $2.25B | $2.36B | $2.36B | $2.67B | $2.67B | $2.78B | $2.78B | $3.04B | $3.04B | $3.05B | · | $3.36B | $3.36B | $3.37B | · | |
| Common Stock | $51M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $53M | $50M | · | $50M | $50M | $50M | · | |
| Retained Earnings | $11.52B | $11.56B | $11.54B | $11.52B | $11.61B | $11.73B | $11.92B | $11.93B | $12.32B | $12.27B | $12.40B | · | $12.36B | $12.26B | $12.11B | · | |
| AOCI | $-494M | $-489M | $-448M | $-447M | $-413M | $-499M | $-524M | $-420M | $-488M | $-479M | $-450M | $-509M | $-462M | $-478M | $-496M | $-621M | |
| Stockholders' Equity | $11.74B | $12.12B | $12.13B | $12.08B | $12.20B | $12.35B | $12.46B | $12.51B | $12.87B | $12.86B | $12.00B | · | $11.95B | $11.83B | $11.67B | · | |
| Liabilities + Equity | $36.24B | $34.11B | $32.55B | $32.37B | $32.55B | $31.99B | $32.39B | $32.46B | $33.25B | $32.91B | $29.87B | · | $30.23B | $29.09B | $29.34B | · | |
| Shares Outstanding | 507,507,250 | 519,620,511 | 519,974,911 | 520,951,796 | 518,373,940 | 525,404,160 | 523,967,899 | 523,596,548 | 522,059,992 | 526,185,104 | 494,734,214 | · | 499,012,841 | 500,912,066 | 500,265,643 | · |
Przepływy pieniężne
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $29M | $29M | $31M | $34M | $30M | $30M | $30M | $29M | $32M | $26M | $26M | $25M | $28M | $25M | $27M | |
| Stock-based Comp | $23M | $53M | $76M | $45M | $50M | $47M | $73M | $52M | $63M | $65M | $67M | $45M | $16M | $52M | $70M | $47M | |
| Deferred Tax | $2M | $29M | $63M | $-9M | $2M | $-42M | $2M | $-90M | $-20M | $43M | $-58M | $-9M | $106M | $67M | $-122M | $42M | |
| Amort. of Intangibles | $51M | $51M | $55M | $69M | $112M | $112M | $113M | $84M | $84M | $85M | $86M | $86M | $85M | $86M | $83M | $82M | |
| Other Non-cash | · | · | $-678M | · | · | · | $-414M | · | · | · | $-538M | · | · | · | $-394M | · | |
| Operating Cash Flow | $581M | $-28M | $-255M | $-21M | $1.28B | $-50M | $-145M | $558M | $528M | $137M | $-252M | $764M | $614M | $-73M | $-256M | $866M | |
| CapEx | · | · | · | $31M | $14M | $38M | $72M | $70M | $46M | $42M | $20M | $27M | $79M | $15M | $27M | $35M | |
| Investing Cash Flow | $-1.66B | $-1.36B | $-317M | $-441M | $-881M | $-364M | $-656M | $-1.20B | $-812M | $-273M | $-138M | $-332M | $-1.08B | $-1.18B | $-1.04B | $-649M | |
| Stock Issued | $0 | · | · | $14M | $0 | · | · | $14M | $0 | · | · | $10M | $0 | · | · | $12M | |
| Stock Repurchased | $346M | $57M | $42M | $67M | $157M | $10M | $6M | $102M | $102M | $12M | $59M | $186M | $52M | $4M | $14M | $27M | |
| Net Stock Activity | · | · | $-42M | · | · | · | $-6M | · | · | · | $-59M | · | · | · | $-14M | · | |
| Dividends Paid | $176M | $176M | $170M | $171M | $173M | $173M | $166M | $167M | $168M | $166M | $156M | $152M | $153M | $153M | $148M | $146M | |
| Financing Cash Flow | $1.27B | $1.49B | $487M | $88M | $-16M | $292M | $88M | $909M | $274M | $391M | $-159M | $-386M | $572M | $1.03B | $959M | $96M | |
| Net Change in Cash | $192M | $84M | $-89M | $-383M | $418M | $-106M | $-764M | $297M | $-13M | $245M | $-523M | $15M | $109M | $-224M | $-280M | $304M | |
| Free Cash Flow | · | · | · | · | · | · | $-217M | · | · | · | $-271M | · | · | · | $-284M | · | |
| Levered FCF | · | · | · | · | · | · | $-234M | · | · | · | $-286M | · | · | · | $-306M | · |
Rentowność
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 9.2% | 14.1% | 12.1% | · | 7.5% | 6.9% | 9.7% | · | 10.5% | 6.0% | 10.4% | · | 16.0% | 13.2% | 9.9% | · | |
| Net Margin | 7.3% | 11.7% | 11.0% | · | 4.5% | 7.2% | 7.3% | · | 8.2% | 5.8% | 12.6% | · | 11.6% | 10.1% | 8.4% | · | |
| Pretax Margin | 15.7% | 19.4% | 19.4% | · | 8.6% | 2.0% | 13.9% | · | 14.1% | 11.1% | 16.6% | · | 16.9% | 22.4% | 11.7% | · | |
| EBITDA Margin | 9.2% | 14.1% | 13.3% | · | 7.5% | 6.9% | 11.1% | · | 10.5% | 6.0% | 11.7% | · | 16.0% | 13.2% | 11.1% | · | |
| ROA | 0.50% | 0.81% | 0.79% | · | 0.28% | 0.47% | 0.53% | · | 0.55% | 0.40% | 0.85% | · | 0.79% | 0.71% | 0.61% | · | |
| ROE | 1.4% | 2.2% | 2.1% | · | 0.74% | 1.2% | 1.3% | · | 1.4% | 1.0% | 2.1% | · | 1.9% | 1.7% | 1.4% | · | |
| ROIC | 1.3% | 2.1% | 1.8% | · | 0.83% | 0.32% | 1.3% | · | 1.3% | 0.74% | 1.3% | · | 2.0% | 1.7% | 1.2% | · |
Płynność i wypłacalność
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 9.2 | 16.2 | 13.8 | · | 6.0 | 7.0 | 9.5 | · | 8.7 | 4.7 | 11.0 | · | 9.0 | 7.6 | 6.3 | · |
Efektywność
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | · |
Na akcję
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $23.13 | $23.33 | $23.34 | · | $23.54 | $23.50 | $23.78 | · | $24.65 | $24.44 | $24.26 | · | $23.94 | $23.62 | $23.32 | · | |
| Revenue / Share | $4.57 | $4.43 | $4.49 | · | $4.00 | $4.06 | $4.34 | · | $4.10 | $4.15 | $4.08 | · | $4.01 | $3.92 | $4.01 | · | |
| Cash Flow / Share | · | · | $-0.49 | · | · | · | $-0.28 | · | · | · | $-0.52 | · | · | · | $-0.52 | · | |
| Dividend / Share | $0.33 | $0.33 | $0.33 | $0.32 | $0.32 | $0.32 | $0.32 | $0.31 | $0.31 | $0.31 | $0.31 | $0.30 | $0.30 | $0.30 | $0.30 | $0.28 | |
| EPS (TTM) | $1.47 | $1.31 | $1.08 | · | $0.50 | $0.67 | $0.64 | · | $1.63 | $1.75 | $1.90 | · | $1.61 | $1.67 | $1.97 | · |
Wycena (TTM)
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.32B | $9.03B | $8.85B | · | $8.64B | $8.70B | $8.74B | · | $8.25B | $8.10B | $7.87B | · | $7.80B | $7.86B | $8.02B | · | |
| Net Income TTM | $813M | $734M | $617M | · | $323M | $404M | $377M | · | $845M | $898M | $968M | · | $820M | $849M | $1.00B | · | |
| Market Cap | $16.88B | $12.27B | $12.42B | · | $12.36B | $10.11B | $10.63B | · | $11.67B | $14.79B | $14.74B | · | $13.33B | $13.49B | $13.20B | · | |
| P/E | 22.6 | 18.0 | 22.1 | · | 47.7 | 28.7 | 31.7 | · | 13.7 | 16.1 | 15.7 | · | 16.6 | 16.1 | 13.4 | · | |
| P/S | 1.8 | 1.4 | 1.4 | · | 1.4 | 1.2 | 1.2 | · | 1.4 | 1.8 | 1.9 | · | 1.7 | 1.7 | 1.6 | · | |
| P/B | 1.4 | 1.0 | 1.0 | · | 1.0 | 0.8 | 0.9 | · | 0.9 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.1 | · | |
| P / Tangible Book | 11.9 | 7.1 | 7.4 | · | 8.0 | 6.3 | 6.7 | · | 8.3 | 11.1 | 12.6 | · | 14.2 | 17.9 | 23.2 | · | |
| P / Cash Flow | · | · | -48.7 | · | · | · | -73.2 | · | · | · | -58.5 | · | · | · | -51.5 | · | |
| Dividend Yield | 4.1% | 5.6% | 5.5% | · | 5.5% | 6.7% | 6.3% | · | 5.5% | 4.2% | 4.2% | · | 4.5% | 4.4% | 4.5% | · | |
| Earnings Yield | 4.4% | 5.5% | 4.5% | · | 2.1% | 3.5% | 3.1% | · | 7.3% | 6.2% | 6.4% | · | 6.0% | 6.2% | 7.5% | · | |
| Payout Ratio | · | · | 66.6% | · | · | · | 101.6% | · | · | · | 62.0% | · | · | · | 89.6% | · | |
| Annual Payout | $694M | $691M | $688M | · | $680M | $674M | $667M | · | $642M | $627M | $615M | · | $601M | $594M | $588M | · |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 |
|---|---|---|---|---|---|
| Przychody | $8.77B | $8.48B | $7.85B | $8.28B | $8.43B |
| Marża Operacyjna % | 6.9% | 4.8% | 14.0% | 21.4% | 22.2% |
| Zysk netto | $525M | $465M | $883M | $1.29B | $1.83B |
| Rozwodniony EPS | $0.91 | $0.85 | $1.72 | $2.53 | $3.57 |
Zbyt mało danych fundamentalnych, aby utworzyć to sprawozdanie.
| Wskaźnik | 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $912M | $794M | $990M | $1.87B | $1.17B |
Właściciele instytucjonalni (13F) 717 emitentów · $10.0B łącznie · Na dzień 30 września 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 |
|---|---|---|---|---|
| 114 (+7 vs poprzedni kw.) | 48 (0 vs poprzedni kw.) | 232 (+20 vs poprzedni kw.) | 228 (+26 vs poprzedni kw.) | -3.1M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $961 845 162 | 28 910 284 | 9,63% | Akcje |
| VANGUARD GROUP INC | $886 552 788 | 37 109 786 | 8,88% | Akcje |
| Power Corp of Canada | $843 062 831 | 25 340 031 | 8,44% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $669 912 676 | 20 135 638 | 6,71% | Akcje |
| STATE STREET CORP | $662 930 550 | 19 733 211 | 6,64% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $456 980 784 | 13 735 521 | 4,58% | Akcje |
| Invesco Ltd. | $402 275 056 | 12 091 225 | 4,03% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $340 180 496 | 10 224 825 | 3,41% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $262 701 231 | 7 910 758 | 2,63% | Akcje |
| GOLDMAN SACHS GROUP INC | $241 415 707 | 7 256 259 | 2,42% | Akcje |
| Azora Capital LP | $229 849 821 | 6 908 621 | 2,30% | Akcje |
| ProShare Advisors LLC | $200 362 752 | 6 022 325 | 2,01% | Akcje |
| Artemis Investment Management LLP | $176 703 923 | 5 311 209 | 1,77% | Akcje |
| MORGAN STANLEY | $166 733 350 | 5 011 520 | 1,67% | Akcje |
| Bank of New York Mellon Corp | $152 692 103 | 4 589 483 | 1,53% | Akcje |
| BARCLAYS PLC | $134 500 894 | 4 042 708 | 1,35% | Akcje |
| NORTHERN TRUST CORP | $117 951 996 | 3 545 296 | 1,18% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $107 861 506 | 3 242 005 | 1,08% | Akcje |
| Verition Fund Management LLC | $99 156 012 | 2 980 343 | 0,99% | Akcje |
| NORGES BANK | $98 359 461 | 2 956 401 | 0,99% | Akcje |
| UBS Group AG | $80 251 333 | 2 412 123 | 0,80% | Akcje |
| Balyasny Asset Management L.P. | $74 846 488 | 2 249 669 | 0,75% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $70 958 399 | 2 132 804 | 0,71% | Akcje |
| FIL Ltd | $62 193 075 | 1 869 344 | 0,62% | Akcje |
| Vest Financial, LLC | $59 307 634 | 1 782 616 | 0,59% | Akcje |
| Holocene Advisors, LP | $58 680 096 | 1 763 754 | 0,59% | Akcje |
| Woodline Partners LP | $58 179 449 | 1 748 706 | 0,58% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $57 280 626 | 1 721 690 | 0,57% | Akcje |
| FIRST TRUST ADVISORS LP | $56 667 731 | 1 703 268 | 0,57% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $49 231 382 | 1 479 753 | 0,49% | Akcje |
| Gallagher Fiduciary Advisors, LLC | $45 903 935 | 1 379 739 | 0,46% | Akcje |
| NOMURA ASSET MANAGEMENT CO LTD | $45 724 625 | 1 374 350 | 0,46% | Akcje |
| Point72 Asset Management, L.P. | $44 683 307 | 1 343 051 | 0,45% | Akcje |
| Kopernik Global Investors, LLC | $43 935 397 | 1 320 571 | 0,44% | Akcje |
| Allianz Asset Management GmbH | $43 339 665 | 1 302 665 | 0,43% | Akcje |
| JPMORGAN CHASE & CO | $43 284 308 | 1 292 036 | 0,43% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $41 656 136 | 1 252 063 | 0,42% | Akcje |
| BANK OF AMERICA CORP /DE/ | $41 067 869 | 1 234 381 | 0,41% | Akcje |
| ROYAL BANK OF CANADA | $40 559 000 | 1 219 100 | 0,41% | Akcje |
| Quantinno Capital Management LP | $38 605 883 | 1 160 381 | 0,39% | Akcje |
| DEUTSCHE BANK AG\ | $37 742 221 | 1 134 422 | 0,38% | Akcje |
| Freestone Grove Partners LP | $32 469 291 | 975 933 | 0,33% | Akcje |
| CITADEL ADVISORS LLC | $30 289 041 | 910 401 | 0,30% | Akcje |
| Longaeva Partners L.P. | $30 254 607 | 909 366 | 0,30% | Akcje |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $29 453 573 | 1 246 976 | 0,29% | Akcje |
| Nuveen, LLC | $29 084 838 | 874 207 | 0,29% | Akcje |
| HANCOCK WHITNEY CORP | $28 453 269 | 855 223 | 0,28% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $27 167 217 | 816 568 | 0,27% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $26 893 920 | 1 138 608 | 0,27% | Akcje |
| CITIGROUP INC | $23 840 084 | 716 564 | 0,24% | Akcje |
Aktywiści i właściciele 5%+ 11 akcji
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 |
|---|---|---|---|---|---|
| Charles B. Johnson, Franklin Templeton, Inc., Rupert H. Johnson, Jr. ×3 zgłoszenia | 2 października 2026 | 66,60% | Aneks | Inwestycja pasywna | SEC |
| BSP Fund HoldCo (Debt Strategy) L.P., Charles B. Johnson, Franklin Advisers, Inc., Franklin Templeton, Inc., Rupert H. Johnson, Jr. | 28 września 2026 | 60,30% | Aneks | Inwestycja pasywna | SEC |
| FRANKLIN RESOURCES INC, JOHNSON CHARLES B, JOHNSON RUPERT H JR, BSP FUND HOLDCO (DEBT STRATEGY) LP ×64 zgłoszenia | 12 sierpnia 2026 | 4,80% | Aneks | Inwestycja pasywna | SEC |
| Franklin Resources, Inc., Charles B. Johnson 2, Rupert H. Johnson, Jr. 3, Franklin Advisers, Inc. ×109 zgłoszenia | 12 grudnia 2024 | · | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Franklin Resources, Inc. (, Charles B. Johnson, Rupert H. Johnson, Jr., Templeton Asset Management Ltd. ×5 zgłoszenia | 2 lutego 2009 | · | Pierwotne zgłoszenie | · | SEC |
| Templeton Asset Management Ltd., Franklin Resources, Inc. (, Charles B. Johnson, Rupert H. Johnson, Jr. ×13 zgłoszenia | 31 grudnia 2007 | · | Pierwotne zgłoszenie | · | SEC |
| Franklin Advisers, Inc., Franklin Resources, Inc. (, Charles B. Johnson, Rupert H. Johnson, Jr. ×6 zgłoszenia | 30 sierpnia 2007 | · | Pierwotne zgłoszenie | · | SEC |
| Franklin Advisory Services, LLC, Franklin Resources, Inc., Charles B. Johnson, Rupert H. Johnson, Jr. ×4 zgłoszenia | 3 marca 2006 | · | Pierwotne zgłoszenie | · | SEC |
| John H. Norberg, Jr. | 27 grudnia 2005 | · | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Franklin Advisers, Inc. ("FAI"), Franklin Resources, Inc., Charles B. Johnson, Rupert H. Johnson, Jr. ×3 zgłoszenia | 31 marca 2004 | · | Pierwotne zgłoszenie | · | SEC |
| Franklin Advisory Services, LLC ("FAS"), Franklin Resources, Inc., Charles B. Johnson, Rupert H. Johnson, Jr. | 5 lutego 2004 | · | Pierwotne zgłoszenie | · | 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.
Insiderzy spółki 53 insiderów · 28 dyrektorzy generalni · 24 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jennifer M Johnson | Chief Executive Officer | 31 sierpnia 2026 F | 3 437 981 | 0 | 0 | $0 |
| Martin L Flanagan | President and Co-CEO | 15 grudnia 2004 A | 664 146 | 0 | 0 | $0 |
| Matthew Nicholls | Co-President, CFO & COO | 31 sierpnia 2026 F | 717 264 | 0 | 0 | $0 |
| Kenneth A Lewis | EVP and CFO | 20 grudnia 2018 F | 149 378 | 0 | 0 | $0 |
| BAIO JAMES R | EVP, CFO and Treasurer | 29 września 2006 F | 23 610 | 0 | 0 | $0 |
| Daniel Gamba | Co-President, Chief Commercial | 31 sierpnia 2026 F | 608 584 | 0 | 0 | $0 |
| Terrence Murphy | Co-President, Public Markets | 31 sierpnia 2026 F | 390 884 | 0 | 0 | $0 |
| Vijay Chandur Advani | Co-President | 1 listopada 2016 A | 99 800 | 0 | 0 | $0 |
| Penelope S Alexander | Vice-President, HR - US | 16 lutego 2011 S | 20 467 | 0 | 0 | $0 |
| Lindsey Harumi Oshita | Chief Accounting Officer | 31 sierpnia 2026 F | 26 129 | 0 | 0 | $0 |
| Thomas C Merchant | EVP, General Counsel | 31 sierpnia 2026 F | 82 805 | 0 | 0 | $0 |
| Gregory E Johnson | Executive Chairman | 31 sierpnia 2026 F | 2 676 986 | 0 | 0 | $0 |
| Alok Sethi | EVP, Head of Global Operations | 31 sierpnia 2025 F | 90 510 | 0 | 0 | $0 |
| Adam Benjamin Spector | EVP, Head Global Distribution | 31 sierpnia 2025 F | 593 282 | 0 | 0 | $0 |
| Gwen L Shaneyfelt | Chief Accounting Officer | 1 grudnia 2023 F | 99 732 | 0 | 0 | $0 |
| Jed A. Plafker | Executive Vice President | 31 sierpnia 2022 F | 117 648 | 0 | 0 | $0 |
| Craig Steven Tyle | EVP & General Counsel | 13 grudnia 2021 A | 134 220 | 0 | 0 | $0 |
| Rupert H. Johnson, Jr. | Vice Chairman | 26 grudnia 2019 S | 102 453 045 | 0 | 0 | $0 |
| William Young Yun | EVP-Alternative Strategies | 31 sierpnia 2015 F | 152 711 | 0 | 0 | $0 |
| John M Lusk | EVP-Investment Management | 31 sierpnia 2015 F | 42 888 | 0 | 0 | $0 |
| Holly E Gibson | Vice President, Corp Comm | 15 grudnia 2010 S | 5 068 | 0 | 0 | $0 |
| Norman Rickard Frisbie JR | SVP & Chief Admin Officer | 1 grudnia 2010 F | 17 336 | 0 | 0 | $0 |
| Donna S Ikeda | VP - HR International | 1 grudnia 2010 F | 12 565 | 0 | 0 | $0 |
| Leslie M Kratter | SVP & Assistant Secretary | 31 sierpnia 2010 F | 26 316 | 0 | 0 | $0 |
| SIMPSON MURRAY | Executive Vice President | 9 czerwca 2009 S | 15 371 | 0 | 0 | $0 |
| GREEN BARBARA J | VP, Dep Gen Counsel & Sec | 2 maja 2007 M | 11 927 | 0 | 0 | $0 |
| Harmon E Burns | Vice Chariman | 31 października 2006 S | 830 970 | 0 | 0 | $0 |
| Charles R Sims | Vice President | 31 stycznia 2005 A | 33 710 | 0 | 0 | $0 |
| Karen Matsushima King | Dyrektor | 1 lipca 2026 A | · | 0 | 0 | $0 |
| John Y Kim | Dyrektor | 1 lipca 2026 A | · | 0 | 0 | $0 |
| Alexander S Friedman | Dyrektor | 3 lutego 2026 A | · | 0 | 0 | $0 |
| John W Thiel | Dyrektor | 3 lutego 2026 A | 40 792 | 0 | 0 | $0 |
| Seth H. Waugh | Dyrektor | 3 lutego 2026 A | 2 414 | 0 | 0 | $0 |
| Anthony Noto | Dyrektor | 3 lutego 2026 A | 47 152 | 0 | 0 | $0 |
| Mariann H Byerwalter | Dyrektor | 3 lutego 2026 A | 34 781 | 0 | 0 | $0 |
| Geoffrey Y Yang | Dyrektor | 3 lutego 2026 A | 74 064 | 0 | 0 | $0 |
| Laura Stein | Dyrektor | 4 stycznia 2021 A | 3 047 | 0 | 0 | $0 |
| Mark C Pigott | Dyrektor | 1 stycznia 2021 I | 857 | 0 | 0 | $0 |
| Charles Endler Johnson | Dyrektor | 12 lutego 2019 A | 30 310 | 0 | 0 | $0 |
| Samuel H Armacost | Dyrektor | 10 marca 2015 A | · | 0 | 0 | $0 |
| Anne M Tatlock | Dyrektor | 5 listopada 2014 G | 480 230 | 0 | 0 | $0 |
| Charles Crocker | Dyrektor | 11 marca 2014 A | 8 660 | 0 | 0 | $0 |
| Sanchayan Ratnathicam | Dyrektor | 14 marca 2012 A | 4 952 | 0 | 0 | $0 |
| Joseph R Hardiman | Dyrektor | 14 marca 2012 A | 7 404 | 0 | 0 | $0 |
| Peter M Sacerdote | Dyrektor | 1 lipca 2011 A | 29 319 | 0 | 0 | $0 |
| Robert D Joffe | Dyrektor | 1 stycznia 2010 A | 6 848 | 0 | 0 | $0 |
| Louis E Woodworth | Dyrektor | 11 marca 2009 A | 1 028 751 | 0 | 0 | $0 |
| Thomas H Kean | Dyrektor | 25 stycznia 2005 A | 10 030 | 0 | 0 | $0 |
| JOHNSON CHARLES B | Posiadacz 10% | 26 grudnia 2025 G | 90 108 421 | 2 | 0 | $2 134 500 |
| FRANKLIN RESOURCES INC | · | 20 lipca 2026 S | 5 103 658 | 0 | 1 | $-18 999 997 |
| Peter K Barker | · | 1 stycznia 2021 I | 35 765 | 0 | 0 | $0 |
| Maria Gray | · | 10 lutego 2011 S | 2 540 | 0 | 0 | $0 |
| James A Mccarthy | · | 30 września 2004 A | 7 417 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 130 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 |
|---|---|---|---|---|
| FMTM · EA Series Trust | 3,31% | 246 816 NS | 31 lipca 2026 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trust … | 1,98% | 1 905 516 SH | 2 października 2026 | Dziennie |
| PEY · Invesco Exchange-Traded Fund Trust | 1,76% | 577 168 SH | 2 października 2026 | Dziennie |
| KNG · First Trust Exchange-Traded Fund IV | 1,65% | 1 721 422 NS | 31 lipca 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,34% | 152 842 SH | 2 października 2026 | Dziennie |
| RPV · Invesco Exchange-Traded Fund Trust | 1,26% | 643 209 SH | 2 października 2026 | Dziennie |
| DVYA · iShares, Inc. | 1,26% | 126 677 SH | 11 września 2026 | Dziennie |
| DIVD · EA Series Trust | 1,24% | 7 834 NS | 31 lipca 2026 | N-PORT |
| KBWD · Invesco Exchange-Traded Fund Trust … | 1,20% | 132 314 SH | 2 października 2026 | Dziennie |
| SPVM · Invesco Exchange-Traded Fund Trust | 1,06% | 42 676 SH | 2 października 2026 | Dziennie |
| SYLD · Cambria ETF Trust | 0,97% | 286 282 NS | 31 lipca 2026 | N-PORT |
| DVY · iShares Trust | 0,92% | 6 406 348 SH | 11 września 2026 | Dziennie |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 0,66% | 202 000 | 2 października 2026 | Dziennie |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,61% | 203 571 NS | 31 lipca 2026 | N-PORT |
| QLC · FlexShares Trust | 0,53% | 158 592 NS | 31 lipca 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,51% | 2 160 468 NS | 31 lipca 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,43% | 162 915 NS | 31 lipca 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,41% | 39 859 NS | 31 lipca 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,28% | 52 843 NS | 31 lipca 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,22% | 4 539 450 SH | 19 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,21% | 54 195 SH | 19 sierpnia 2026 | Dziennie |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 121 392 NS | 31 lipca 2026 | N-PORT |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,20% | 6 340 000 | 2 października 2026 | Dziennie |
| RSP · Invesco Exchange-Traded Fund Trust | 0,20% | 5 720 342 SH | 2 października 2026 | Dziennie |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 139 267 NS | 31 lipca 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 23 780 NS | 31 lipca 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 42 379 NS | 31 lipca 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,16% | 230 000 | 1 października 2026 | Dziennie |
| ESML · iShares Trust | 0,16% | 133 504 SH | 11 września 2026 | Dziennie |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,15% | 61 919 NS | 31 lipca 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 89 541 SH | 19 sierpnia 2026 | Dziennie |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,14% | 9 739 NS | 31 lipca 2026 | N-PORT |
| IYG · iShares Trust | 0,14% | 93 172 SH | 11 września 2026 | Dziennie |
| IYF · iShares Trust | 0,14% | 181 408 SH | 11 września 2026 | Dziennie |
| WSML · iShares Trust | 0,14% | 59 332 SH | 11 września 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,13% | 310 086 NS | 31 lipca 2026 | N-PORT |
| SMMD · iShares Trust | 0,13% | 143 330 SH | 11 września 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,12% | 7 151 595 SH | 19 sierpnia 2026 | Dziennie |
| SCZ · iShares Trust | 0,12% | 2 159 280 SH | 11 września 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,11% | 466 675 SH | 19 sierpnia 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,11% | 75 237 NS | 31 lipca 2026 | N-PORT |
| HDUS · Lattice Strategies Trust | 0,09% | 5 623 NS | 31 lipca 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,09% | 9 165 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,09% | 59 274 NS | 31 lipca 2026 | N-PORT |
| IWS · iShares Trust | 0,09% | 398 162 SH | 11 września 2026 | Dziennie |
| FAS · Direxion Shares ETF Trust | 0,09% | 60 412 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,07% | 1 096 858 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 15 428 SH | 2 października 2026 | Dziennie |
| IXG · iShares Trust | 0,06% | 13 051 SH | 11 września 2026 | Dziennie |
| PFM · Invesco Exchange-Traded Fund Trust | 0,06% | 14 801 SH | 2 października 2026 | Dziennie |
| DFUV · Dimensional ETF Trust | 0,06% | 284 314 NS | 31 lipca 2026 | N-PORT |
| XOEF · iShares Trust | 0,06% | 384 SH | 11 września 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,05% | 34 324 NS | 31 lipca 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 705 645 NS | 31 lipca 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,05% | 142 893 SH | 2 października 2026 | Dziennie |
| RECS · Columbia ETF Trust I | 0,05% | 80 889 NS | 31 lipca 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,05% | 136 636 SH | 2 października 2026 | Dziennie |
| IPAC · iShares Trust | 0,05% | 175 361 SH | 11 września 2026 | Dziennie |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,04% | 2 153 NS | 31 lipca 2026 | N-PORT |
| SPMO · Invesco Exchange-Traded Fund Trust … | 0,04% | 306 751 SH | 2 października 2026 | Dziennie |
| DIVB · iShares Trust | 0,04% | 25 864 SH | 11 września 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,04% | 6 791 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,04% | 39 649 NS | 31 lipca 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,04% | 70 695 SH | 19 sierpnia 2026 | Dziennie |
| VYM · VANGUARD WHITEHALL FUNDS | 0,04% | 1 073 288 SH | 19 sierpnia 2026 | Dziennie |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,04% | 11 047 SH | 2 października 2026 | Dziennie |
| IVE · iShares Trust | 0,04% | 513 681 SH | 11 września 2026 | Dziennie |
| IUSV · iShares Trust | 0,03% | 271 570 SH | 11 września 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,03% | 116 231 NS | 31 lipca 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 142 144 NS | 31 lipca 2026 | N-PORT |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 614 433 SH | 19 sierpnia 2026 | Dziennie |
| DSI · iShares Trust | 0,03% | 43 991 SH | 11 września 2026 | Dziennie |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,03% | 13 699 SH | 2 października 2026 | Dziennie |
| EGLE · Global X Funds | 0,02% | 16 NS | 31 lipca 2026 | N-PORT |
| IWD · iShares Trust | 0,02% | 594 866 SH | 11 września 2026 | Dziennie |
| GLOF · iShares Trust | 0,02% | 5 592 SH | 11 września 2026 | Dziennie |
| VOO · VANGUARD INDEX FUNDS | 0,02% | 7 964 135 SH | 19 sierpnia 2026 | Dziennie |
| VYMI · VANGUARD WHITEHALL FUNDS | 0,02% | 655 330 SH | 19 sierpnia 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 161 785 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,02% | 60 485 SH | 19 sierpnia 2026 | Dziennie |
| TOPC · iShares Trust | 0,02% | 189 SH | 11 września 2026 | Dziennie |
| PXF · Invesco Exchange-Traded Fund Trust … | 0,02% | 80 814 SH | 2 października 2026 | Dziennie |
| XYLG · Global X Funds | 0,02% | 366 NS | 31 lipca 2026 | N-PORT |
| CATH · Global X Funds | 0,02% | 7 099 NS | 31 lipca 2026 | N-PORT |
| XVV · iShares Trust | 0,02% | 3 493 SH | 11 września 2026 | Dziennie |
| CHRI · Global X Funds | 0,02% | 39 NS | 31 lipca 2026 | N-PORT |
| IEFA · iShares Trust | 0,02% | 4 406 032 SH | 11 września 2026 | Dziennie |
| XYLD · Global X Funds | 0,02% | 15 492 NS | 31 lipca 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,02% | 15 565 NS | 31 lipca 2026 | N-PORT |
| XCLR · Global X Funds | 0,02% | 17 NS | 31 lipca 2026 | N-PORT |
| IVV · iShares Trust | 0,02% | 3 864 471 SH | 11 września 2026 | Dziennie |
| IDEV · iShares Trust | 0,02% | 685 163 SH | 11 września 2026 | Dziennie |
| ACVF · ETF Opportunities Trust | 0,02% | 676 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 92 080 NS | 31 lipca 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,01% | 1 752 SH | 2 października 2026 | Dziennie |
| SPUU · Direxion Shares ETF Trust | 0,01% | 1 156 NS | 31 lipca 2026 | N-PORT |
| XTR · Global X Funds | 0,01% | 21 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 413 988 SH | 11 września 2026 | Dziennie |
| QDPL · Pacer Funds Trust | 0,01% | 7 358 NS | 31 lipca 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 12 856 SH | 11 września 2026 | Dziennie |
| IEUS · iShares Trust | 0,01% | 4 018 SH | 11 września 2026 | Dziennie |
| XRMI · Global X Funds | 0,01% | 203 NS | 31 lipca 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 187 002 SH | 11 września 2026 | Dziennie |
| HCMT · Direxion Shares ETF Trust | 0,01% | 2 132 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,01% | 73 976 SH | 11 września 2026 | Dziennie |
| PHDG · Invesco Actively Managed Exchange-T… | 0,01% | 230 SH | 2 października 2026 | Dziennie |
| SPXL · Direxion Shares ETF Trust | 0,01% | 23 968 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 9 905 616 SH | 19 sierpnia 2026 | Dziennie |
| VXUS · VANGUARD STAR FUNDS | 0,01% | 9 049 718 SH | 19 sierpnia 2026 | Dziennie |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 1 350 578 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 782 839 SH | 19 sierpnia 2026 | Dziennie |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 143 789 SH | 19 sierpnia 2026 | Dziennie |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,01% | 5 984 518 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 45 102 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 22 710 SH | 19 sierpnia 2026 | Dziennie |
| VSGX · VANGUARD WORLD FUND | 0,01% | 125 107 SH | 19 sierpnia 2026 | Dziennie |
| IXUS · iShares Trust | 0,01% | 786 099 SH | 11 września 2026 | Dziennie |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 8 733 SH | 2 października 2026 | Dziennie |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,00% | 2 004 SH | 2 października 2026 | Dziennie |
| DFLV · Dimensional ETF Trust | 0,00% | 1 009 NS | 31 lipca 2026 | N-PORT |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 91 072 SH | 19 sierpnia 2026 | Dziennie |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 14 lipca 2026 | Dziennie |
| VCEB · VANGUARD WORLD FUND | · | · | 30 lipca 2026 | Dziennie |
| ISCB · iShares Trust | · | 12 505 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 61 817 SH | 11 września 2026 | Dziennie |
BEN Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
12 analityków · 2026-10-03Średnia cel $35.50 +8,0%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | · |
| NTRS | · | · | · | · | · | · |
| ARES | · | · | 28.9% | 11.1% | 13.5% | · |
| TROW | $22.38B | 11.1 | 3.1% | 28.5% | 19.7% | · |
| PS | · | · | · | · | · | · |
| TPG | · | · | · | · | · | · |
| CG | · | · | · | · | · | · |
| OWL | · | 149.4 | 7.6% | 13.9% | 3.6% | · |
| ARCC | · | 10.9 | · | · | · | · |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | · |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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