CWBC Community West Bancshares - Common Stock
$25,93
Cena · Sie 19, 2026
Dane fundamentalne na dzień Sie 10, 2026
Zakres 52 tyg.
$20–$28
73% of range
Ocena Analityków
BUY
11 analysts
Cena Docelowa
$30
+14% upside
P/E (TTM)
11.2
ROE
9.7%
Marża Zysku Netto
26.0%
CWBC Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$25.93
Kapitalizacja Rynkowa
$431M
P/E (TTM)
11.2
EPS (TTM)
$2.00
Przychody (TTM)
—
Stopa dywidendy
3.3%
ROE
9.7%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$20 – $28
CWBC Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
—
EPS
$2.00
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
$44M
2016-12-31
→
2025-12-31
Marże
26.0%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
CWBC
Mediana porównawcza
P/E (TTM)
11.2
12.7
P/S (TTM)
2.9
2.9
P/B
1.1
1.2
Price / FCF (Cena / FCF)
9.9
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
CWBC
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
26.0%
27.1%
ROA
1.1%
1.1%
ROE
9.7%
10.5%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
CWBC
Mediana porównawcza
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
CWBC
Mediana porównawcza
Revenue YoY (Przychody R/R)
25.6%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
20.1%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
13.4%
—
EPS YoY
344.4%
—
Net Income YoY (Zysk Netto R/R)
397.9%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
CWBC
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
37.2%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
3.3%
Wskaźnik Wypłaty Dywidendy
37.2%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 7 sierpnia 2026 | $0,1200 |
| 8 maja 2026 | $0,1200 |
| 6 lutego 2026 | $0,1200 |
| 31 października 2025 | $0,1200 |
| 1 sierpnia 2025 | $0,1200 |
| 2 maja 2025 | $0,1200 |
| 7 lutego 2025 | $0,1200 |
| 8 listopada 2024 | $0,1200 |
| 2 sierpnia 2024 | $0,1200 |
| 2 maja 2024 | $0,1200 |
| 1 lutego 2024 | $0,1200 |
| 2 listopada 2023 | $0,1200 |
| 3 sierpnia 2023 | $0,1200 |
| 4 maja 2023 | $0,1200 |
| 9 lutego 2023 | $0,1200 |
| 3 listopada 2022 | $0,1200 |
| 4 sierpnia 2022 | $0,1200 |
| 5 maja 2022 | $0,1200 |
| 10 lutego 2022 | $0,1200 |
| 4 listopada 2021 | $0,1200 |
CWBC Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
11 analityków
- Mocne kupno 2 18,2%
- Kup 6 54,5%
- Trzymaj 3 27,3%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
4 analityków · 2026-08-16
Mediana
$29.75
← Poniżej wszystkich celów
$25.93
Niski
$28.00
Wysoki
$31.00
Średni cel
$29.75
+14,8%
Średnia cel
$29.62
+14,3%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
-0.02%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.32 | $0.38 | -0.06% |
| 31 marca 2026 | $0.60 | $0.57 | 0.03% |
| 31 grudnia 2025 | $0.58 | $0.57 | 0.01% |
| 30 września 2025 | $0.57 | $0.53 | 0.04% |
| 30 czerwca 2025 | $0.41 | $0.49 | -0.08% |
| 31 marca 2025 | $0.44 | $0.47 | -0.03% |
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 |
|---|---|---|---|---|---|---|
| CWBC | $431M | 11.2 | 25.6% | 26.0% | 9.7% | — |
| WASH | $562M | 10.9 | 127.6% | 22.8% | 9.8% | — |
| TCBX | $528M | 10.0 | 21.9% | 31.7% | 12.9% | — |
| CCB | $1.73B | 37.4 | -6.8% | 8.7% | 9.9% | — |
| AROW | — | 11.8 | 17.6% | — | — | — |
| PFIS | $487M | 8.3 | 39.7% | 31.5% | 11.7% | — |
| BCAL | $605M | 9.7 | 41.0% | 35.0% | 11.2% | — |
| CARE | $434M | 14.2 | 4.7% | 154.4% | 7.6% | — |
| MSBI | — | — | — | — | — | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $20M | $3M | $1M | $2M | $3M | $1M | $1M | $1M | $1M | $1M | |
| Interest Income | $186M | $160M | $102M | $83M | $74M | $66M | $66M | $64M | $57M | $47M | $42M | $41M | |
| Pretax Income | $53M | $11M | $34M | $35M | $38M | $27M | $30M | $28M | $24M | $22M | $14M | $5M | |
| Income Tax | $14M | $3M | $8M | $8M | $10M | $7M | $9M | $7M | $10M | $7M | $3M | $-570.0K | |
| Net Income | $38M | $8M | $26M | $27M | $28M | $20M | $21M | $21M | $14M | $15M | $11M | $5M | |
| EPS (Basic) | $2.01 | $0.45 | $2.17 | $2.27 | $2.32 | $1.62 | $1.60 | $1.55 | $1.12 | $1.34 | $1.00 | $0.48 | |
| EPS (Diluted) | $2.00 | $0.45 | $2.17 | $2.27 | $2.31 | $1.62 | $1.59 | $1.54 | $1.10 | $1.33 | $1.00 | $0.48 | |
| Shares (Basic) | 18,996,714 | 17,077,017 | 11,728,858 | 11,715,376 | 12,237,424 | 12,534,078 | 13,415,118 | 13,699,823 | 12,472,095 | 11,331,166 | 10,931,927 | 10,919,235 | |
| Shares (Diluted) | 19,069,289 | 17,179,796 | 11,752,872 | 11,739,074 | 12,281,932 | 12,576,319 | 13,513,607 | 13,825,008 | 12,722,350 | 11,435,449 | 11,015,763 | 10,999,938 | |
| EBITDA | $3M | $2M | $891.0K | $755.0K | $897.0K | $881.0K | $2M | $2M | $1M | $1M | $1M | $1M |
Bilans 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $119M | $120M | $54M | $31M | $163M | $70M | $53M | $32M | $100M | $39M | $95M | $77M | |
| PP&E (Net) | $24M | $24M | $14M | $8M | $8M | $8M | $8M | $8M | $9M | $9M | $9M | $10M | |
| PP&E (Gross) | $60M | $44M | $32M | $26M | $25M | $25M | $23M | $25M | $25M | $23M | $22M | $22M | |
| Accum. Depreciation | $37M | $20M | $18M | $18M | $17M | $17M | $16M | $16M | $15M | $14M | $13M | $12M | |
| Goodwill | $97M | $97M | $54M | $54M | $54M | $54M | $54M | $54M | $54M | $40M | $40M | $30M | |
| Intangibles | $8M | $9M | $0 | $68.0K | $522.0K | $1M | $2M | $3M | $3M | $1M | $1M | $1M | |
| Total Assets | $3.69B | $3.52B | $2.43B | $2.42B | $2.45B | $2.00B | $1.60B | $1.54B | $1.66B | $1.44B | $1.28B | $1.19B | |
| Short-term Debt | · | · | $80M | $46M | $0 | · | · | · | · | · | · | · | |
| Total Liabilities | $3.28B | $3.16B | $2.23B | $2.25B | $2.20B | $1.76B | $1.37B | $1.32B | $1.45B | $1.28B | $1.14B | $1.06B | |
| Long-term Debt | $70M | $70M | $70M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $210M | $208M | $63M | $61M | $67M | $79M | $89M | $104M | $103M | $72M | $54M | $54M | |
| Retained Earnings | $239M | $210M | $211M | $194M | $173M | $151M | $136M | $120M | $103M | $93M | $80M | $71M | |
| AOCI | $-40M | $-55M | $-66M | $-81M | $8M | $15M | $3M | $-4M | $3M | $-516.0K | $4M | $5M | |
| Stockholders' Equity | $410M | $363M | $207M | $171M | $248M | $245M | $228M | $220M | $210M | $164M | $139M | $131M | |
| Liabilities + Equity | $3.69B | $3.52B | $2.43B | $2.42B | $2.45B | $2.00B | $1.60B | $1.54B | $1.66B | $1.44B | $1.28B | $1.19B | |
| Shares Outstanding | 0 | 18,974,647 | 11,818,039 | 11,735,291 | 11,916,651 | 12,509,848 | 13,052,407 | 13,754,965 | 13,696,722 | 12,143,815 | 10,996,773 | 10,980,440 |
Przepływy pieniężne 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $2M | $891.0K | $755.0K | $897.0K | $881.0K | $2M | $2M | $1M | $1M | $1M | $1M | |
| Stock-based Comp | $1M | $879.0K | $858.0K | $776.0K | $562.0K | $470.0K | $555.0K | $482.0K | $384.0K | $284.0K | $238.0K | $173.0K | |
| Deferred Tax | $2M | $-867.0K | $110.0K | $224.0K | $1M | $-1M | $-589.0K | $-64.0K | $4M | $3M | $-933.0K | $-408.0K | |
| Amort. of Intangibles | $1M | $751.0K | $68.0K | $454.0K | $661.0K | $695.0K | $695.0K | $455.0K | $234.0K | $149.0K | $320.0K | $337.0K | |
| Other Non-cash | $1M | $12M | $457.0K | $-4M | $12M | $-4M | $-1M | $7M | $6M | $-6M | $6M | $11M | |
| Operating Cash Flow | $46M | $22M | $28M | $24M | $43M | $17M | $22M | $30M | $25M | $13M | $18M | $17M | |
| CapEx | $3M | $5M | $10M | $362.0K | $1M | $1M | $876.0K | $791.0K | $859.0K | $861.0K | $741.0K | $1M | |
| Investing Cash Flow | $-161M | $64M | $25M | $-197M | $-365M | $-373M | $-21M | $39M | $46M | $-68M | $-75M | $-85M | |
| Stock Repurchased | $151.0K | $38.0K | $1.0K | $7M | $14M | $11M | $16M | $894.0K | · | · | · | $0 | |
| Net Stock Activity | $-151.0K | $-38.0K | $-1.0K | $-7M | $-14M | $-11M | $-16M | $-894.0K | · | · | · | $0 | |
| Dividends Paid | $14M | $14M | $7M | $38M | $6M | $6M | $6M | $4M | $3M | $3M | $2M | $2M | |
| Financing Cash Flow | $113M | $-20M | $-29M | $41M | $415M | $373M | $20M | $-138M | $-10M | $-720.0K | $75M | $33M | |
| Taxes Paid | $8M | $3M | $8M | $8M | $8M | $5M | $9M | $3M | $5M | $6M | $2M | $1M | |
| Free Cash Flow | $44M | $17M | $18M | $24M | $42M | $15M | $21M | $29M | $24M | $12M | $17M | $16M | |
| Levered FCF | · | · | $3M | $21M | $41M | $14M | $19M | $28M | $24M | $11M | $16M | $15M |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.0% | 6.6% | 28.5% | 31.5% | 34.8% | 26.0% | 27.8% | 29.1% | 20.9% | 27.5% | 21.9% | 11.0% | |
| Pretax Margin | 35.8% | 9.4% | 37.8% | 41.5% | 46.6% | 34.8% | 38.9% | 38.2% | 35.5% | 40.1% | 27.0% | 9.8% | |
| EBITDA Margin | 2.2% | 1.9% | 1.0% | 0.89% | 1.1% | 1.1% | 2.3% | 2.3% | 2.1% | 2.4% | 2.8% | 2.8% | |
| ROA | 1.1% | 0.26% | 1.1% | 1.1% | 1.3% | 1.1% | 1.4% | 1.3% | 0.90% | 1.1% | 0.89% | 0.45% | |
| ROE | 9.7% | 2.1% | 13.1% | 16.0% | 11.5% | 8.5% | 9.3% | 9.8% | 7.5% | 10.0% | 8.1% | 4.2% |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 25.6% | 30.6% | 5.7% | 3.8% | 4.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 20.1% | 12.7% | 4.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 344.4% | -79.3% | -4.4% | -1.7% | 42.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -4.1% | -42.0% | 10.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 397.9% | -70.0% | -4.2% | -6.2% | 39.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 12.7% | -35.4% | 7.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 20.8% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $147M | $117M | $89M | $85M | $82M | $78M | $77M | $73M | $67M | $55M | $50M | $48M | |
| Net Income TTM | $38M | $8M | $26M | $27M | $28M | $20M | $21M | $21M | $14M | $15M | $11M | $5M | |
| Market Cap | $431M | $368M | $264M | $249M | $248M | $186M | $283M | $260M | $276M | $242M | $132M | $122M | |
| P/E | 11.2 | 43.0 | 10.3 | 9.3 | 9.0 | 9.2 | 13.6 | 12.3 | 18.3 | 15.0 | 12.0 | 23.1 | |
| P/S | 2.9 | 3.1 | 3.0 | 2.9 | 3.0 | 2.4 | 3.7 | 3.6 | 4.1 | 4.4 | 2.6 | 2.5 | |
| P/B | 1.1 | 1.0 | 1.3 | 1.4 | 1.0 | 0.8 | 1.2 | 1.2 | 1.3 | 1.5 | 0.9 | 0.9 | |
| P / Tangible Book | 1.4 | 1.4 | 1.7 | 2.1 | 1.3 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 9.3 | 16.6 | 9.5 | 10.3 | 5.8 | 11.0 | 13.0 | 8.7 | 11.0 | 18.6 | 7.6 | 7.1 | |
| P / FCF | 9.9 | 21.4 | 14.6 | 10.4 | 5.9 | 12.0 | 13.6 | 8.9 | 11.3 | 20.0 | 7.9 | 7.7 | |
| Dividend Yield | 3.3% | 3.8% | 2.6% | 15.3% | 2.3% | 3.0% | 2.1% | 1.7% | 1.1% | 1.1% | 1.5% | 1.8% | |
| Earnings Yield | 8.9% | 2.3% | 9.7% | 10.7% | 11.1% | 10.9% | 7.3% | 8.2% | 5.5% | 6.7% | 8.3% | 4.3% | |
| Payout Ratio | 37.2% | 182.6% | 27.3% | 142.6% | 20.3% | 27.2% | 27.1% | 20.1% | 21.5% | 17.9% | 18.1% | 41.4% | |
| Annual Payout | $14M | $14M | $7M | $38M | $6M | $6M | $6M | $4M | $3M | $3M | $2M | $2M |
Rachunek zysków i strat 9
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $7M | · | $6M | $6M | $3M | · | $828.0K | |
| Interest Income | $66M | $48M | $48M | $47M | $46M | $45M | $45M | $45M | $44M | $26M | $26M | $26M | $26M | $24M | $23M | $21M | |
| Pretax Income | $4M | $16M | $15M | $15M | $11M | $11M | $10M | $4M | $-8M | $5M | $8M | $8M | $8M | $9M | $10M | $8M | |
| Income Tax | $1M | $4M | $4M | $4M | $3M | $3M | $3M | $775.0K | $-2M | $1M | $2M | $2M | $2M | $2M | $3M | $2M | |
| Net Income | $3M | $11M | $11M | $11M | $8M | $8M | $7M | $3M | $-6M | $4M | $6M | $6M | $6M | $7M | $8M | $6M | |
| EPS (Basic) | $0.10 | $0.60 | $0.59 | $0.57 | $0.41 | $0.44 | $0.29 | $0.18 | $-0.33 | $0.31 | $0.49 | $0.54 | $0.54 | $0.60 | $0.65 | $0.55 | |
| EPS (Diluted) | $0.10 | $0.60 | $0.58 | $0.57 | $0.41 | $0.44 | $0.29 | $0.18 | $-0.33 | $0.31 | $0.50 | $0.54 | $0.54 | $0.59 | $0.65 | $0.55 | |
| Shares (Basic) | 27,051,374 | 19,060,177 | -37,944,323 | 19,019,990 | 18,987,217 | 18,933,830 | -32,331,137 | 18,843,606 | 18,814,020 | 11,750,528 | -23,440,416 | 11,742,334 | 11,723,127 | 11,703,813 | -23,457,475 | 11,678,532 | |
| Shares (Diluted) | 27,108,920 | 19,137,134 | -38,081,778 | 19,093,544 | 19,042,750 | 19,014,773 | -32,512,905 | 18,965,434 | 18,937,036 | 11,790,231 | -23,474,411 | 11,755,758 | 11,740,390 | 11,731,135 | -23,508,124 | 11,689,323 |
Bilans 17
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $207M | $130M | $119M | $122M | $134M | $148M | $120M | $149M | $110M | $61M | · | $75M | $129M | $64M | · | $42M | |
| PP&E (Net) | $39M | $25M | $24M | $24M | $24M | $24M | $24M | $24M | $22M | $14M | · | $10M | $11M | $8M | · | $8M | |
| PP&E (Gross) | · | · | $60M | · | · | · | $44M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $37M | · | · | · | $20M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $155M | $97M | $97M | $97M | $97M | $97M | $97M | $96M | $96M | $54M | $54M | $54M | $54M | $54M | $54M | $54M | |
| Intangibles | $33M | $8M | $8M | $9M | $9M | $9M | $9M | $10M | $10M | · | · | · | · | · | · | $102.0K | |
| Total Assets | $5.03B | $3.70B | $3.69B | $3.61B | $3.58B | $3.55B | $3.52B | $3.53B | $3.48B | $2.42B | · | $2.44B | $2.49B | $2.46B | · | $2.43B | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | $67M | · | $0 | $0 | $0 | · | $25M | |
| Total Liabilities | $4.43B | $3.28B | $3.28B | $3.21B | $3.20B | $3.18B | $3.16B | $3.17B | $3.13B | $2.20B | · | $2.25B | $2.30B | $2.28B | · | $2.27B | |
| Long-term Debt | · | · | $70M | · | · | · | $70M | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | · | · | · | · | · | · | · | · | $67M | · | $0 | $0 | $0 | · | $25M | |
| Common Stock | $396M | $211M | $210M | $210M | $209M | $209M | $208M | $207M | $207M | $63M | · | $62M | $62M | $62M | · | $61M | |
| Retained Earnings | $248M | $248M | $239M | $230M | $222M | $216M | $210M | $205M | $204M | $213M | · | $206M | $201M | $196M | · | $188M | |
| AOCI | $-35M | $-40M | $-40M | $-42M | $-51M | $-53M | $-55M | $-49M | $-61M | $-64M | · | $-87M | $-76M | $-76M | · | $-91M | |
| Stockholders' Equity | $608M | $419M | $410M | $398M | $380M | $372M | $363M | $364M | $350M | $212M | $207M | $182M | $187M | $182M | $175M | $159M | |
| Liabilities + Equity | $5.03B | $3.70B | $3.69B | $3.61B | $3.58B | $3.55B | $3.52B | $3.53B | $3.48B | $2.42B | · | $2.44B | $2.49B | $2.46B | · | $2.43B | |
| Shares Outstanding | 0 | 0 | 19,163,452 | 19,138,677 | 19,130,508 | 19,061,009 | 18,974,647 | 18,945,593 | 18,939,531 | 11,831,994 | · | 11,814,883 | 11,812,425 | 11,754,938 | · | 11,732,011 |
Przepływy pieniężne 13
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $305.0K | $278.0K | $283.0K | $275.0K | $309.0K | $291.0K | $258.0K | $253.0K | $187.0K | $181.0K | $169.0K | $170.0K | $379.0K | $361.0K | $173.0K | $422.0K | |
| Amort. of Intangibles | $2M | $251.0K | $250.0K | $251.0K | $250.0K | $251.0K | $250.0K | $251.0K | $250.0K | $0 | $0 | $0 | $34.0K | $34.0K | $35.0K | $139.0K | |
| Operating Cash Flow | $20M | $11M | $10M | $13M | $12M | $11M | $5M | $7M | $5M | $4M | $4M | $8M | $5M | $11M | $10M | $8M | |
| CapEx | $2M | $3M | $813.0K | $424.0K | $955.0K | $317.0K | $2M | $3M | $439.0K | $441.0K | $5M | $1M | $3M | $210.0K | $247.0K | $31.0K | |
| Investing Cash Flow | $72.0K | $-4M | $-82M | $-39M | $-40M | $804.0K | $-21M | $5M | $56M | $28M | $4M | $-9M | $36M | $-6M | $-287.0K | $-72M | |
| Stock Repurchased | $170.0K | $57.0K | $0 | $0 | $71.0K | $80.0K | $0 | $19.0K | $19.0K | $0 | $0 | $0 | $1.0K | $0 | $0 | $0 | |
| Net Stock Activity | · | $-57.0K | · | · | · | $-80.0K | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $3M | $2M | $7M | $2M | $2M | $2M | $8M | $2M | $2M | $1M | $3M | $1M | $1M | $1M | $34M | $1M | |
| Financing Cash Flow | $57M | $5M | $70M | $13M | $15M | $16M | $-13M | $28M | $-12M | $-25M | $-29M | $-53M | $23M | $29M | $-20M | $78M | |
| Net Change in Cash | $77M | $11M | · | $-13M | $-14M | $28M | · | $39M | $49M | $7M | · | $-54M | $64M | $33M | · | $14M | |
| Taxes Paid | $0 | $-377.0K | $3M | $3M | $3M | $0 | $192.0K | $0 | $2M | $0 | $1M | $1M | $5M | $0 | $3M | $700.0K | |
| Free Cash Flow | · | $8M | · | · | · | $11M | · | · | · | $4M | · | · | · | $10M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-1M | · | · | · | $8M | · | · |
Rentowność 4
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 5.5% | 29.6% | · | 28.7% | 22.0% | 23.8% | · | 10.8% | -20.6% | 17.8% | · | 28.9% | 28.8% | 30.1% | · | 29.5% | |
| Pretax Margin | 8.5% | 40.5% | · | 39.8% | 30.2% | 32.7% | · | 13.3% | -25.9% | 23.2% | · | 38.4% | 38.2% | 40.2% | · | 38.6% | |
| ROA | 0.06% | 0.32% | · | 0.30% | 0.22% | 0.28% | · | 0.11% | -0.21% | 0.15% | · | 0.26% | 0.26% | 0.29% | · | 0.27% | |
| ROE | 0.55% | 2.9% | · | 2.9% | 2.1% | 2.8% | · | 1.2% | -2.3% | 1.9% | · | 3.8% | 3.5% | 3.7% | · | 3.1% |
Płynność i wypłacalność 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | · | 0.3 | · | 0.0 | 0.0 | 0.0 | · | 0.2 |
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) 14
| 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 | $161M | $147M | · | $140M | $132M | $117M | · | $105M | $95M | $88M | · | $89M | $87M | $85M | · | $82M | |
| Net Income TTM | $33M | $38M | · | $30M | $13M | $9M | · | $7M | $10M | $23M | · | $26M | $26M | $26M | · | $26M | |
| Market Cap | $0 | $0 | · | $399M | $373M | $352M | · | $365M | $350M | $235M | · | $167M | $183M | $242M | · | $208M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | $241M | · | $92M | $54M | $178M | · | $191M | |
| P/E | 16.0 | 11.5 | · | 13.0 | 27.9 | 30.8 | · | 27.5 | 17.5 | 10.0 | · | 6.4 | 6.9 | 9.3 | · | 8.2 | |
| P/S | 0.0 | 0.0 | · | 2.9 | 2.8 | 3.0 | · | 3.5 | 3.7 | 2.7 | · | 1.9 | 2.1 | 2.9 | · | 2.5 | |
| P/B | · | · | · | 1.0 | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.1 | · | 0.9 | 1.0 | 1.3 | · | 1.3 | |
| P / Tangible Book | 0.0 | 0.0 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.5 | · | 1.3 | 1.4 | 1.9 | · | 2.0 | |
| P / Cash Flow | · | 0.0 | · | · | · | 31.8 | · | · | · | 59.1 | · | · | · | 23.0 | · | · | |
| P / FCF | · | 0.0 | · | · | · | 32.8 | · | · | · | 66.5 | · | · | · | 23.4 | · | · | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 68.2 | · | · | · | 17.2 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | 2.8 | · | 1.0 | 0.6 | 2.1 | · | 2.3 | |
| Earnings Yield | 6.2% | 8.7% | · | 7.7% | 3.6% | 3.2% | · | 3.6% | 5.7% | 10.0% | · | 15.7% | 14.5% | 10.7% | · | 12.2% | |
| Payout Ratio | · | 20.0% | · | · | · | 27.5% | · | · | · | 38.6% | · | · | · | 20.2% | · | · |
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 | |
|---|---|---|---|---|---|
| Zysk netto | $38M | $8M | $26M | $27M | $28M |
| Rozwodniony EPS | $2.00 | $0.45 | $2.17 | $2.27 | $2.31 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $44M | $17M | $18M | $24M | $42M |
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
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Właściciele instytucjonalni (13F) 158 emitentów · $328.5M łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 42 (+10 vs poprzedni kw.) | 10 (-2 vs poprzedni kw.) | 61 (+15 vs poprzedni kw.) | 25 (0 vs poprzedni kw.) | +3.4M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $32 263 614 | 1 201 177 | 9,82% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $29 603 185 | 1 102 129 | 9,01% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $28 892 147 | 1 075 657 | 8,80% | Akcje |
| STATE STREET CORP | $21 908 386 | 815 651 | 6,67% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $14 225 930 | 529 510 | 4,33% | Akcje |
| Bridgewealth Advisory Group, LLC | $13 287 373 | 494 690 | 4,05% | Akcje |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $13 046 976 | 485 740 | 3,97% | Akcje |
| PRIVATE MANAGEMENT GROUP INC | $13 042 921 | 485 589 | 3,97% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $10 356 464 | 385 572 | 3,15% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 090 794 | 338 451 | 2,77% | Akcje |
| PL Capital Advisors, LLC | $8 851 740 | 329 551 | 2,69% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8 772 019 | 326 583 | 2,67% | Akcje |
| FMR LLC | $7 803 099 | 290 510 | 2,38% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $7 707 558 | 286 953 | 2,35% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7 463 320 | 277 860 | 2,27% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $6 965 469 | 259 325 | 2,12% | Akcje |
| BANC FUNDS CO LLC | $6 462 677 | 240 606 | 1,97% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5 531 790 | 205 949 | 1,68% | Akcje |
| Cutler Capital Management, LLC | $4 355 057 | 162 139 | 1,33% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $4 224 648 | 157 284 | 1,29% | Akcje |
| Squarepoint Ops LLC | $4 038 589 | 150 357 | 1,23% | Akcje |
| CITADEL ADVISORS LLC | $3 654 572 | 136 060 | 1,11% | Akcje |
| Siena Capital Partners GP, LLC | $3 414 336 | 127 116 | 1,04% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $2 896 368 | 107 832 | 0,88% | Akcje |
| GOLDMAN SACHS GROUP INC | $2 826 263 | 105 222 | 0,86% | Akcje |
| VANGUARD GROUP INC | $2 426 468 | 107 843 | 0,74% | Akcje |
| BlackRock, Inc. | $2 364 647 | 88 036 | 0,72% | Akcje |
| FIRST TRUST ADVISORS LP | $2 338 351 | 87 057 | 0,71% | Akcje |
| CALDWELL SUTTER CAPITAL, INC. | $2 111 868 | 78 625 | 0,64% | Akcje |
| PRUDENTIAL FINANCIAL INC | $2 068 623 | 77 015 | 0,63% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 873 942 | 69 767 | 0,57% | Akcje |
| MORGAN STANLEY | $1 840 393 | 68 518 | 0,56% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 826 560 | 68 003 | 0,56% | Akcje |
| BARCLAYS PLC | $1 778 401 | 66 210 | 0,54% | Akcje |
| XTX Topco Ltd | $1 771 847 | 65 966 | 0,54% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $1 571 818 | 67 460 | 0,48% | Akcje |
| ALGERT GLOBAL LLC | $1 492 127 | 55 552 | 0,45% | Akcje |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1 407 840 | 52 414 | 0,43% | Akcje |
| Arbiter Partners Capital Management LLC | $1 398 439 | 52 064 | 0,43% | Akcje |
| D. E. Shaw & Co., Inc. | $1 379 127 | 51 345 | 0,42% | Akcje |
| SageView Advisory Group, LLC | $1 366 664 | 50 881 | 0,42% | Akcje |
| Bank of New York Mellon Corp | $1 273 191 | 47 401 | 0,39% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $1 262 420 | 47 000 | 0,38% | Akcje |
| Orion Porfolio Solutions, LLC | $1 161 868 | 43 256 | 0,35% | Akcje |
| Destination Wealth Management | $1 147 540 | 42 723 | 0,35% | Akcje |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1 130 889 | 42 103 | 0,34% | Akcje |
| MERCER GLOBAL ADVISORS INC /ADV | $937 317 | 34 896 | 0,29% | Akcje |
| Schonfeld Strategic Advisors LLC | $909 854 | 33 874 | 0,28% | Akcje |
| Quantinno Capital Management LP | $869 942 | 32 388 | 0,26% | Akcje |
| RHUMBLINE ADVISERS | $845 195 | 31 467 | 0,26% | Akcje |
| BOOTHBAY FUND MANAGEMENT, LLC | $831 639 | 30 962 | 0,25% | Akcje |
| CITIGROUP INC | $825 166 | 30 721 | 0,25% | Akcje |
| Cerity Partners LLC | $813 106 | 30 272 | 0,25% | Akcje |
| BANK OF AMERICA CORP /DE/ | $748 159 | 27 854 | 0,23% | Akcje |
| AMERIPRISE FINANCIAL INC | $683 453 | 25 445 | 0,21% | Akcje |
| ZACKS INVESTMENT MANAGEMENT | $679 558 | 25 300 | 0,21% | Akcje |
| Platform Wealth Management, LLC | $665 886 | 24 791 | 0,20% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $644 640 | 24 000 | 0,20% | Opcja kupna |
| Pinnacle Holdings, LLC | $588 395 | 21 906 | 0,18% | Akcje |
| Quantbot Technologies LP | $560 541 | 20 869 | 0,17% | Akcje |
| Private Advisor Group, LLC | $533 681 | 19 869 | 0,16% | Akcje |
| Orion Portfolio Solutions, LLC | $502 839 | 27 210 | 0,15% | Akcje |
| Engineers Gate Manager LP | $484 904 | 18 053 | 0,15% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $468 653 | 17 448 | 0,14% | Akcje |
| Rafferty Asset Management, LLC | $440 746 | 16 409 | 0,13% | Akcje |
| Planning Center, Inc. | $437 361 | 16 283 | 0,13% | Akcje |
| MetLife Investment Management, LLC | $414 342 | 15 426 | 0,13% | Akcje |
| MENDON CAPITAL ADVISORS CORP | $402 900 | 15 000 | 0,12% | Akcje |
| FRANKLIN RESOURCES INC | $393 633 | 14 655 | 0,12% | Akcje |
| Empowered Funds, LLC | $380 015 | 14 148 | 0,12% | Akcje |
| Russell Investments Group, Ltd. | $333 493 | 12 416 | 0,10% | Akcje |
| Graham Capital Management, L.P. | $330 781 | 12 315 | 0,10% | Akcje |
| Daytona Street Capital LLC | $319 709 | 11 850 | 0,10% | Akcje |
| Brandywine Global Investment Management, LLC | $316 238 | 14 055 | 0,10% | Akcje |
| Sequoia Financial Advisors, LLC | $310 595 | 11 563 | 0,09% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $304 109 | 11 322 | 0,09% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $285 952 | 10 646 | 0,09% | Akcje |
| Integrated Quantitative Investments LLC | $285 576 | 10 632 | 0,09% | Akcje |
| Integrated Wealth Concepts LLC | $281 009 | 10 462 | 0,09% | Akcje |
| Composition Wealth, LLC | $279 237 | 10 396 | 0,09% | Akcje |
| Sharper & Granite LLC | $278 323 | 10 362 | 0,08% | Akcje |
| Invesco Ltd. | $263 174 | 9 798 | 0,08% | Akcje |
| CHANNEL WEALTH LLC | $259 092 | 9 646 | 0,08% | Akcje |
| R Squared Ltd | $254 337 | 9 469 | 0,08% | Akcje |
| OCCUDO QUANTITATIVE STRATEGIES LP | $246 441 | 9 175 | 0,08% | Akcje |
| RS CRUM INC. | $238 329 | 8 873 | 0,07% | Akcje |
| ELCO Management Co., LLC | $236 261 | 8 796 | 0,07% | Akcje |
| Vanguard Global Advisers, LLC | $229 868 | 8 558 | 0,07% | Akcje |
| IEQ CAPITAL, LLC | $226 687 | 8 440 | 0,07% | Akcje |
| Mraz, Amerine & Associates, Inc. | $221 514 | 8 247 | 0,07% | Akcje |
| MARSHALL WACE, LLP | $206 822 | 7 700 | 0,06% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $200 993 | 7 483 | 0,06% | Akcje |
| Allworth Financial LP | $198 093 | 7 375 | 0,06% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $176 014 | 6 553 | 0,05% | Akcje |
| Curi Capital, LLC | $142 197 | 5 294 | 0,04% | Akcje |
| Nuveen, LLC | $138 812 | 5 168 | 0,04% | Akcje |
| Tower Research Capital LLC (TRC) | $120 440 | 4 484 | 0,04% | Akcje |
| CWM, LLC | $112 865 | 4 844 | 0,03% | Akcje |
| NORTHERN TRUST CORP | $104 271 | 3 882 | 0,03% | Akcje |
| Farther Finance Advisors, LLC | $87 776 | 3 268 | 0,03% | Akcje |
Insiderzy spółki 35 insiderów · 17 dyrektorzy generalni · 16 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| James J Kim | PRESIDENT & CEO | 1 czerwca 2023 P | 39 276 | 0 | 0 | $0 |
| James M Ford | PRESIDENT & CEO | 19 maja 2021 A | 55 173 | 0 | 0 | $0 |
| Gayle Graham | Senior Vice President/CFO | 19 lipca 2006 S | 0 | 0 | 0 | $0 |
| Shannon R Avrett | EXECUTIVE VICE PRESIDENT | 30 maja 2026 F | 19 891 | 1 | 0 | $1 966 |
| Jeffrey Michael Martin | EXECUTIVE VICE PRESIDENT | 30 maja 2026 F | 22 472 | 0 | 0 | $0 |
| Dawn M Cagle | EXECUTIVE VICE PRESIDENT | 30 maja 2026 F | 13 278 | 1 | 0 | $3 471 |
| Patrick A Luis | EXECUTIVE VICE PRESIDENT | 17 maja 2023 A | 25 597 | 0 | 0 | $0 |
| Anthony Kenneth Ramos | EXECUTIVE VICE PRESIDENT | 17 maja 2023 A | 20 561 | 0 | 0 | $0 |
| Teresa Gilio | EXECUTIVE VICE PRESIDENT | 17 maja 2023 A | 14 292 | 0 | 0 | $0 |
| Blaine Lauhon | EXECUTIVE VICE PRESIDENT | 17 maja 2023 A | 17 200 | 0 | 0 | $0 |
| Dawn P Crusinberry | EXECUTIVE VICE PRESIDENT | 18 stycznia 2023 A | 3 844 | 0 | 0 | $0 |
| David A Kinross | EXECUTIVE VICE PRESIDENT | 1 września 2022 P | 26 245 | 0 | 0 | $0 |
| Patrick Carman | EXECUTIVE VICE PRESIDENT | 5 sierpnia 2020 M | 23 221 | 0 | 0 | $0 |
| Gary D Quisenberry | EXECUTIVE VICE PRESIDENT | 20 maja 2019 M | 54 660 | 0 | 0 | $0 |
| Lydia E Shaw | EXECUTIVE VICE PRESIDENT | 7 listopada 2018 M | 21 660 | 0 | 0 | $0 |
| Thomas L Sommer | EXECUTIVE VICE PRESIDENT | 20 lipca 2015 J | 39 516 | 0 | 0 | $0 |
| Bryan R Hyzdu | Senior Vice President | 15 września 2010 A | — | 0 | 0 | $0 |
| Steven D Mcdonald | Dyrektor | 30 czerwca 2026 G | 308 365 | 0 | 0 | $0 |
| Andriana D Majarian | Dyrektor | 17 maja 2023 A | 17 229 | 0 | 0 | $0 |
| Dorothea D Silva | Dyrektor | 17 maja 2023 A | 9 748 | 0 | 0 | $0 |
| Karen Musson | Dyrektor | 17 maja 2023 A | 8 358 | 0 | 0 | $0 |
| Robert J Flautt | Dyrektor | 17 maja 2023 A | 30 194 | 0 | 0 | $0 |
| Frank T. Elliott IV | Dyrektor | 17 maja 2023 A | 76 655 | 0 | 0 | $0 |
| Daniel J Doyle | Dyrektor | 17 maja 2023 A | 96 358 | 0 | 0 | $0 |
| William S Smittcamp | Dyrektor | 17 maja 2023 A | 168 958 | 0 | 0 | $0 |
| Gary D Gall | Dyrektor | 17 maja 2023 A | 69 396 | 0 | 0 | $0 |
| Daniel N Cunningham | Dyrektor | 17 maja 2023 A | 110 314 | 0 | 0 | $0 |
| Louis C Mcmurray | Dyrektor | 17 maja 2023 A | 612 826 | 0 | 0 | $0 |
| Edwin S Darden JR | Dyrektor | 3 lutego 2020 M | 147 116 | 0 | 0 | $0 |
| Joseph B Weirick | Dyrektor | 1 sierpnia 2016 S | 42 765 | 0 | 0 | $0 |
| Sidney B Cox | Dyrektor | 4 listopada 2015 S | 21 036 | 0 | 0 | $0 |
| Wanda L Rogers | Dyrektor | 17 grudnia 2008 A | — | 0 | 0 | $0 |
| Jagroop Gill | — | 10 sierpnia 2026 P | 588 067 | 2 | 0 | $124 428 |
| Kirk Stovesand | — | 12 września 2025 M | 77 834 | 0 | 0 | $0 |
| Shirley G Wilburn | — | 31 marca 2008 M | 15 310 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 6 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 |
|---|---|---|---|---|---|
| Patriot Financial Partners, L.P., Patriot Financial Partners Parallel, L.P., Patriot Financial Partners GP, L.P., Patriot Financial Partners GP, LLC, W. Kirk Wycoff, Ira M. Lubert, James J. Lynch ×5 zgłoszenia | 22 września 2014 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Louis C. McMurray ×2 zgłoszenia | 6 lutego 2009 | — | Pierwotne zgłoszenie | — | SEC |
| Steven D. McDonald | 6 lutego 2009 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 7 listopada 2002 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 22 lipca 2002 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Niezgłoszona osoba raportująca | 2 stycznia 2001 | — | 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.
Posiadanie ETF-ów Posiadane przez 36 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 |
|---|---|---|---|---|
| EBIT · Harbor ETF Trust | 0,07% | 325 NS | 30 kwietnia 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,04% | 34 874 NS | 30 czerwca 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,04% | 41 322 NS | 31 maja 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,03% | 308 820 NS | 31 maja 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 135 615 NS | 30 kwietnia 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,02% | 73 112 NS | 30 kwietnia 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 9 933 NS | 30 kwietnia 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 90 183 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1 082 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 847 NS | 31 maja 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,01% | 1 943 NS | 31 maja 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 856 NS | 31 maja 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 64 657 NS | 30 kwietnia 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 22 NS | 31 maja 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 977 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 701 NS | 31 maja 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 182 NS | 30 kwietnia 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 6 625 NS | 31 maja 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4 454 NS | 30 kwietnia 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 7 342 NS | 30 kwietnia 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 4 219 NS | 30 kwietnia 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 17 NS | 30 kwietnia 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 13 lipca 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 lipca 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 lipca 2026 | Dziennie |
| IWV · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | — | — | 17 sierpnia 2026 | Dziennie |
| IWO · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| IWC · iShares Trust | — | — | 18 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 lipca 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 lipca 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | — | — | 20 lipca 2026 | Dziennie |