EBMT Eagle Bancorp Montana, Inc. - Common Stock
$22,76
Cena · Sie 24, 2026
Dane fundamentalne na dzień Sie 5, 2026
Zakres 52 tyg.
$16–$25
78% of range
Ocena Analityków
HOLD
8 analysts
Cena Docelowa
$25
+10% upside
P/E (TTM)
12.0
ROE
8.0%
Marża Zysku Netto
16.2%
EBMT Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$22.75
Kapitalizacja Rynkowa
$181M
P/E (TTM)
12.0
EPS (TTM)
$1.90
Przychody (TTM)
—
Stopa dywidendy
2.5%
ROE
8.0%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$16 – $25
EBMT 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
$1.90
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
$28M
2016-12-31
→
2025-12-31
Marże
16.2%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
EBMT
Mediana porównawcza
P/E (TTM)
12.0
15.2
P/S (TTM)
2.0
1.8
P/B
0.9
1.0
Price / FCF (Cena / FCF)
6.4
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
EBMT
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
16.2%
23.8%
ROA
0.70%
0.74%
ROE
8.0%
5.9%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
EBMT
Mediana porównawcza
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
EBMT
Mediana porównawcza
Revenue YoY (Przychody R/R)
12.8%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
0.75%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
-0.15%
—
EPS YoY
53.2%
—
Net Income YoY (Zysk Netto R/R)
51.7%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
EBMT
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
30.9%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
2.5%
Wskaźnik Wypłaty Dywidendy
30.9%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 14 sierpnia 2026 | $0,1480 |
| 15 maja 2026 | $0,1450 |
| 13 lutego 2026 | $0,1450 |
| 14 listopada 2025 | $0,1450 |
| 15 sierpnia 2025 | $0,1450 |
| 16 maja 2025 | $0,1430 |
| 14 lutego 2025 | $0,1430 |
| 15 listopada 2024 | $0,1430 |
| 16 sierpnia 2024 | $0,1430 |
| 16 maja 2024 | $0,1400 |
| 8 lutego 2024 | $0,1400 |
| 9 listopada 2023 | $0,1400 |
| 10 sierpnia 2023 | $0,1400 |
| 11 maja 2023 | $0,1380 |
| 9 lutego 2023 | $0,1380 |
| 9 listopada 2022 | $0,1380 |
| 11 sierpnia 2022 | $0,1380 |
| 12 maja 2022 | $0,1250 |
| 10 lutego 2022 | $0,1250 |
| 10 listopada 2021 | $0,1250 |
EBMT Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
SPRZEDAJ
8 analityków
- Mocne kupno 0 0,0%
- Kup 0 0,0%
- Trzymaj 5 62,5%
- Sprzedaj 1 12,5%
- Mocna sprzedaż 2 25,0%
12-miesięczny cel cenowy
3 analityków · 2026-08-21
Mediana
$25.00
← Poniżej wszystkich celów
$22.75
Niski
$24.00
Wysoki
$26.00
Średni cel
$25.00
+9,9%
Średnia cel
$25.00
+9,9%
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 | $0.47 | $0.50 | -0.03% |
| 31 marca 2026 | $0.51 | $0.47 | 0.04% |
| 31 grudnia 2025 | $0.60 | $0.49 | 0.11% |
| 30 września 2025 | $0.46 | $0.49 | -0.03% |
| 30 czerwca 2025 | $0.41 | $0.43 | -0.02% |
| 31 marca 2025 | $0.41 | $0.32 | 0.09% |
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 |
|---|---|---|---|---|---|---|
| EBMT | $158M | 10.5 | 12.8% | 16.2% | 8.0% | — |
| BVFL | $161M | 12.7 | 5.1% | 34.1% | 7.1% | — |
| ECBK | $153M | 18.5 | 3.6% | 1299.7% | 4.6% | — |
| MNSB | $153M | 11.6 | -1.6% | 11.5% | 7.2% | 54.2% |
| COSO | — | 10.8 | 6.4% | 1254.0% | 10.6% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $29M | $6M | $3M | $6M | $8M | $5M | $4M | $3M | $2M | · | |
| Interest Income | $108M | $104M | $92M | $69M | $50M | $50M | $47M | $35M | $28M | $24M | $20M | · | |
| Pretax Income | $19M | $11M | $12M | $14M | $19M | $28M | $14M | $6M | $6M | $7M | $3M | · | |
| Income Tax | $4M | $2M | $2M | $3M | $5M | $7M | $3M | $914.0K | $2M | $2M | $163.0K | · | |
| Net Income | $15M | $10M | $10M | $11M | $14M | $21M | $11M | $5M | $4M | $5M | $3M | · | |
| EPS (Basic) | $1.90 | $1.25 | $1.29 | $1.45 | $2.17 | $3.12 | $1.69 | $0.92 | $1.01 | $1.36 | $0.68 | · | |
| EPS (Diluted) | $1.90 | $1.24 | $1.29 | $1.45 | $2.17 | $3.11 | $1.69 | $0.91 | $0.99 | $1.32 | $0.67 | · | |
| Shares (Basic) | 7,801,902 | 7,838,822 | 7,793,352 | 7,376,275 | 6,653,935 | 6,795,503 | 6,419,654 | 5,426,605 | 4,074,231 | 3,784,788 | 3,813,090 | · | |
| Shares (Diluted) | 7,823,909 | 7,853,792 | 7,798,243 | 7,386,253 | 6,655,735 | 6,820,306 | 6,437,604 | 5,490,347 | 4,132,590 | 3,873,589 | 3,859,625 | · |
Bilans 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $63M | $32M | $25M | $22M | $61M | $70M | $25M | $11M | $7M | $7M | $7M | $13M | |
| PP&E (Net) | $101M | $102M | $94M | $84M | $67M | $59M | $40M | $29M | $22M | $19M | $18M | $20M | |
| PP&E (Gross) | · | $133M | $120M | $105M | $84M | $75M | $53M | $43M | $35M | $31M | $29M | $30M | |
| Accum. Depreciation | $38M | $33M | $28M | $24M | $21M | $18M | $15M | $14M | $13M | $12M | $11M | $10M | |
| Goodwill | $35M | $35M | $35M | $35M | $21M | $21M | $16M | $12M | $7M | $7M | $7M | $7M | |
| Intangibles | $3M | $4M | $6M | $7M | $2M | $2M | $3M | $1M | $273.0K | $384.0K | $514.0K | $663.0K | |
| Total Assets | $2.11B | $2.10B | $2.08B | $1.95B | $1.44B | $1.26B | $1.05B | $854M | $717M | $674M | $630M | $560M | |
| Deferred Tax | · | · | · | $0 | $648.0K | $457.0K | $492.0K | · | · | · | · | · | |
| Total Liabilities | $1.91B | $1.93B | $1.91B | $1.79B | $1.28B | $1.10B | $933M | $759M | $633M | $614M | $575M | $506M | |
| Long-term Debt | $44M | $59M | $59M | $59M | $30M | $30M | $25M | $25M | $25M | $15M | · | · | |
| Common Stock | $85.0K | $85.0K | $85.0K | $85.0K | $71.0K | $71.0K | $67.0K | $57.0K | $53.0K | $41.0K | $41.0K | $41.0K | |
| Paid-in Capital | $108M | $108M | · | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | $112M | $101M | $96M | $92M | $85M | $74M | $55M | $47M | $44M | $41M | $37M | $36M | |
| Treasury Stock | $12M | $11M | $11M | $11M | $7M | $4M | $4M | $3M | $3M | $3M | $3M | $2M | |
| AOCI | $-13M | $-20M | $-20M | $-26M | $3M | $6M | $1M | $-1M | $313.0K | $-411.0K | $252.0K | $-215.0K | |
| Stockholders' Equity | $192M | $175M | $169M | $158M | $157M | $153M | $122M | $95M | $84M | $59M | $55M | $54M | |
| Liabilities + Equity | $2.11B | $2.10B | $2.08B | $1.95B | $1.44B | $1.26B | $1.05B | $854M | $717M | $674M | $630M | $560M | |
| Shares Outstanding | 7,957,769 | 8,027,177 | 8,016,784 | 8,006,033 | 6,794,811 | 6,775,447 | 6,423,033 | 5,477,652 | 5,013,678,000 | 3,811,409 | 3,779,464 | 3,878,781 |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $-574.0K | $-529.0K | $-671.0K | $2M | $1M | $-1M | $739.0K | $880.0K | $202.0K | $-20.0K | $-344.0K | · | |
| Amort. of Intangibles | $1M | $1M | $2M | $1M | $573.0K | $659.0K | $812.0K | $700.0K | $426.0K | $445.0K | $432.0K | · | |
| Operating Cash Flow | $33M | $29M | $9M | $42M | $56M | $2M | $366.0K | $14M | $20M | $13M | $5M | · | |
| CapEx | $5M | $14M | $14M | $17M | $12M | $21M | $11M | $7M | $4M | $2M | $630.0K | · | |
| Investing Cash Flow | $22M | $-28M | $-108M | $-235M | $-233M | $-22M | $-60M | $-51M | $-57M | $-51M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | · | $10M | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $10M | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | $20M | · | · | · | |
| Stock Repurchased | $2M | $419.0K | $231.0K | $4M | $6M | $987.0K | $1M | · | · | · | $1M | · | |
| Net Stock Activity | $-2M | $-419.0K | $-231.0K | $-4M | $-6M | $-987.0K | $-1M | · | $20M | · | $-1M | · | |
| Dividends Paid | $5M | $5M | $4M | $4M | $3M | $3M | $2M | $2M | $1M | $1M | $1M | · | |
| Financing Cash Flow | $-24M | $6M | $102M | $154M | $168M | $65M | $73M | $41M | $37M | $38M | · | · | |
| Net Change in Cash | $31M | $7M | $3M | $-40M | $-8M | $45M | $14M | $4M | $119.0K | $-120.0K | $-5M | · | |
| Taxes Paid | $3M | $549.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $28M | $14M | $-5M | $25M | $44M | $-19M | $-10M | $7M | $17M | $11M | $4M | · | |
| Levered FCF | · | · | $-30M | $20M | $42M | $-23M | $-16M | $2M | $14M | $8M | $2M | · |
Rentowność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 16.2% | 12.0% | 11.8% | 11.9% | 15.3% | 23.0% | 17.4% | 11.6% | 10.8% | 14.0% | 8.7% | · | |
| Pretax Margin | 20.6% | 14.0% | 13.7% | 15.5% | 20.4% | 30.8% | 22.3% | 13.7% | 16.4% | 18.8% | 9.2% | · | |
| ROA | 0.70% | 0.47% | 0.50% | 0.63% | 1.1% | 1.8% | 1.1% | 0.63% | 0.59% | 0.78% | 0.43% | · | |
| ROE | 8.0% | 5.5% | 6.2% | 6.9% | 9.2% | 14.1% | 9.0% | 5.3% | 5.6% | 8.6% | 4.7% | · |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.8% | -4.7% | -4.8% | -3.4% | 0.53% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.75% | -4.3% | -2.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.15% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 53.2% | -3.9% | -11.0% | -33.2% | -30.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 9.4% | -17.0% | -25.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -9.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 51.7% | -2.8% | -6.0% | -25.8% | -32.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.5% | -12.1% | -22.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -6.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 11.8% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $92M | $81M | $85M | $90M | $93M | $92M | $63M | $42M | $38M | $37M | $30M | · | |
| Net Income TTM | $15M | $10M | $10M | $11M | $14M | $21M | $11M | $5M | $4M | $5M | $3M | · | |
| Market Cap | $158M | $123M | $127M | $129M | $156M | $144M | $137M | $90.38B | $105M | $80M | $47M | · | |
| P/E | 10.5 | 12.4 | 12.2 | 11.1 | 10.6 | 6.8 | 12.7 | 18.1 | 21.2 | 16.0 | 18.4 | · | |
| P/S | 1.7 | 1.5 | 1.5 | 1.4 | 1.7 | 1.6 | 2.2 | 2159.0 | 2.8 | 2.2 | 1.6 | · | |
| P/B | 0.8 | 0.7 | 0.7 | 0.8 | 1.0 | 0.9 | 1.1 | 953.3 | 1.3 | 1.4 | 0.8 | · | |
| P / Tangible Book | 1.0 | 0.9 | 1.0 | 1.1 | 1.2 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 4.8 | 4.3 | 13.5 | 3.1 | 2.8 | 67.9 | 375.4 | 6659.9 | 5.2 | 6.2 | 9.6 | · | |
| P / FCF | 5.6 | 8.5 | -26.1 | 5.1 | 3.5 | -7.8 | -13.5 | 13885.6 | 6.4 | 7.6 | 11.0 | · | |
| Dividend Yield | 2.9% | 3.7% | 3.5% | 3.1% | 1.9% | 1.8% | 1.8% | 0.00% | 1.3% | 1.5% | 2.5% | · | |
| Earnings Yield | 9.6% | 8.1% | 8.2% | 9.0% | 9.4% | 14.7% | 7.9% | 5.5% | 4.7% | 6.3% | 5.4% | · | |
| Payout Ratio | 30.9% | 46.4% | 44.2% | 38.0% | 20.9% | 12.3% | 22.1% | 40.0% | 34.2% | 23.2% | 45.1% | · | |
| Annual Payout | $5M | $5M | $4M | $4M | $3M | $3M | $2M | $2M | $1M | $1M | $1M | · |
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 | · | · | · | · | · | · | · | · | · | $10M | · | $9M | $7M | $4M | $3M | $1M | |
| Interest Income | $27M | $26M | $27M | $28M | $27M | $26M | $27M | $27M | $26M | $25M | $25M | $24M | $22M | $21M | $20M | $19M | |
| Pretax Income | $5M | $5M | $6M | $5M | $4M | $4M | $4M | $3M | $2M | $2M | $2M | $3M | $2M | $4M | $4M | $4M | |
| Income Tax | $1M | $1M | $1M | $1M | $751.0K | $631.0K | $269.0K | $529.0K | $444.0K | $370.0K | $-315.0K | $524.0K | $344.0K | $1M | $787.0K | $1M | |
| Net Income | $4M | $4M | $5M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $3M | $2M | $3M | $4M | $3M | |
| EPS (Basic) | $0.47 | $0.51 | $0.60 | $0.47 | $0.42 | $0.41 | $0.44 | $0.35 | $0.22 | $0.24 | $0.27 | $0.34 | $0.26 | $0.42 | $0.47 | $0.40 | |
| EPS (Diluted) | $0.47 | $0.51 | $0.62 | $0.46 | $0.41 | $0.41 | $0.44 | $0.34 | $0.22 | $0.24 | $0.27 | $0.34 | $0.26 | $0.42 | $0.47 | $0.40 | |
| Shares (Basic) | 7,827,552 | 7,818,831 | -15,597,970 | 7,796,304 | 7,791,320 | 7,812,248 | -15,653,952 | 7,836,921 | 7,830,925 | 7,824,928 | -15,570,674 | 7,784,279 | 7,789,559 | 7,790,188 | -14,334,139 | 7,793,485 | |
| Shares (Diluted) | 7,862,465 | 7,844,457 | -15,640,953 | 7,828,570 | 7,812,656 | 7,823,636 | -15,686,922 | 7,860,138 | 7,845,272 | 7,835,304 | -15,579,600 | 7,791,966 | 7,793,410 | 7,792,467 | -14,362,666 | 7,808,050 |
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 | $29M | $54M | $63M | $30M | $27M | $23M | $32M | $42M | $24M | $21M | $25M | $21M | $23M | $19M | $22M | $25M | |
| PP&E (Net) | $100M | $101M | $101M | $102M | $101M | $102M | $102M | $100M | $98M | $98M | $94M | $93M | $89M | $87M | $84M | $79M | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | · | · | $120M | · | · | · | $105M | · | |
| Accum. Depreciation | · | · | $38M | · | · | · | $33M | · | · | · | $28M | · | · | · | $24M | · | |
| Goodwill | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | $35M | |
| Intangibles | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $5M | $5M | $6M | $6M | $6M | $7M | $7M | $7M | $8M | |
| Total Assets | $2.13B | $2.09B | $2.11B | $2.12B | $2.14B | $2.09B | $2.10B | $2.15B | $2.10B | $2.08B | $2.08B | $2.06B | $2.02B | $1.98B | $1.95B | $1.92B | |
| Total Liabilities | $1.93B | $1.90B | $1.91B | $1.93B | $1.96B | $1.91B | $1.93B | $1.97B | $1.93B | $1.91B | $1.91B | $1.91B | $1.86B | $1.82B | $1.79B | $1.77B | |
| Long-term Debt | $45M | $44M | $44M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | |
| Common Stock | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | $85.0K | |
| Paid-in Capital | $108M | $108M | $108M | · | · | · | $108M | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | $117M | $114M | $112M | $108M | $105M | $103M | $101M | $99M | $97M | $97M | $96M | $95M | $93M | $93M | $92M | $90M | |
| Treasury Stock | $11M | $11M | $12M | $12M | $12M | $12M | $11M | $11M | $11M | $11M | $11M | $12M | $12M | $11M | $11M | $12M | |
| AOCI | $-13M | $-15M | $-13M | $-15M | $-18M | $-19M | $-20M | $-15M | $-21M | $-21M | $-20M | $-31M | $-24M | $-23M | $-26M | $-31M | |
| Stockholders' Equity | $197M | $193M | $192M | $186M | $181M | $178M | $175M | $178M | $170M | $169M | $169M | $157M | $163M | $163M | $158M | $151M | |
| Liabilities + Equity | $2.13B | $2.09B | $2.11B | $2.12B | $2.14B | $2.09B | $2.10B | $2.15B | $2.10B | $2.08B | $2.08B | $2.06B | $2.02B | $1.98B | $1.95B | $1.92B | |
| Shares Outstanding | 7,965,431 | 7,965,431 | 7,957,769 | 7,952,177 | 7,952,177 | 7,977,177 | 8,027,177 | 8,016,784 | 8,016,784 | 8,016,784 | 8,016,784 | 7,988,132 | 7,988,132 | 8,006,033 | 8,006,033 | 7,986,890 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | · | · | · | · | · | · | · | · | · | $-292.0K | · | · | · | $-820.0K | · | · | |
| Amort. of Intangibles | $249.0K | $271.0K | $288.0K | $288.0K | $298.0K | $320.0K | $337.0K | $337.0K | $348.0K | $369.0K | $386.0K | $386.0K | $397.0K | $418.0K | $439.0K | $333.0K | |
| Operating Cash Flow | $-2M | $-5M | $21M | $9M | $2M | $2M | $16M | $3M | $3M | $7M | $12M | $6M | $-8M | $-1M | $26M | $-1M | |
| CapEx | $718.0K | $461.0K | $934.0K | $2M | $359.0K | $2M | $3M | $3M | $3M | $5M | $3M | $5M | $3M | $3M | $6M | $4M | |
| Investing Cash Flow | $-51M | $4M | $41M | $21M | $-38M | $-2M | $23M | $-19M | $-20M | $-12M | $-3M | $-53M | $-27M | $-26M | $-43M | $-50M | |
| Stock Repurchased | $0 | $0 | $410.0K | $0 | $408.0K | $755.0K | $419.0K | $0 | $0 | $0 | $0 | $0 | $231.0K | $0 | $124.0K | $2M | |
| Net Stock Activity | · | $0 | · | · | · | $-755.0K | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Financing Cash Flow | $28M | $-8M | $-28M | $-27M | $41M | $-9M | $-49M | $35M | $20M | $1M | $-5M | $44M | $38M | $24M | $13M | $30M | |
| Net Change in Cash | · | · | $33M | $3M | $4M | $-9M | $-11M | $18M | $3M | $-4M | $4M | $-2M | $4M | $-2M | $-3M | $-21M | |
| Taxes Paid | · | · | · | · | · | · | $165.0K | $190.0K | · | · | · | $400.0K | · | · | · | · | |
| Free Cash Flow | · | $-5M | · | · | · | $262.0K | · | · | · | $2M | · | · | · | $-5M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $-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 | 15.4% | 16.9% | · | 15.5% | 14.1% | 15.5% | · | 13.0% | 8.7% | 9.9% | · | 12.2% | 9.4% | 15.4% | · | 12.2% | |
| Pretax Margin | 20.0% | 21.6% | · | 21.2% | 17.4% | 18.5% | · | 15.6% | 11.0% | 11.8% | · | 14.6% | 11.0% | 20.3% | · | 16.3% | |
| ROA | 0.17% | 0.19% | · | 0.17% | 0.15% | 0.16% | · | 0.13% | 0.08% | 0.09% | · | 0.13% | 0.10% | 0.19% | · | 0.19% | |
| ROE | 2.0% | 2.1% | · | 2.0% | 1.8% | 1.9% | · | 1.6% | 1.0% | 1.1% | · | 1.7% | 1.2% | 2.1% | · | 2.0% |
Efektywność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Wycena (TTM) 11
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $94M | $91M | · | $88M | $85M | $81M | · | $81M | $82M | $83M | · | $88M | $90M | $88M | · | $92M | |
| Net Income TTM | $15M | $14M | · | $13M | $11M | $10M | · | $9M | $8M | $10M | · | $11M | $10M | $10M | · | $12M | |
| Market Cap | $191M | $164M | · | $137M | $133M | $134M | · | $127M | $106M | $103M | · | $95M | $106M | $113M | · | $152M | |
| P/E | 12.9 | 11.5 | · | 10.7 | 12.1 | 13.9 | · | 13.9 | 12.5 | 10.2 | · | 8.4 | 10.0 | 10.1 | · | 11.1 | |
| P/S | 2.0 | 1.8 | · | 1.6 | 1.6 | 1.7 | · | 1.6 | 1.3 | 1.2 | · | 1.1 | 1.2 | 1.3 | · | 1.6 | |
| P/B | 1.0 | 0.8 | · | 0.7 | 0.7 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.7 | · | 1.0 | |
| P / Tangible Book | 1.2 | 1.1 | · | 0.9 | 0.9 | 1.0 | · | 0.9 | 0.8 | 0.8 | · | 0.8 | 0.9 | 0.9 | · | 1.4 | |
| P / Cash Flow | · | -34.7 | · | · | · | 71.0 | · | · | · | 14.5 | · | · | · | -97.3 | · | · | |
| P / FCF | · | -31.6 | · | · | · | 510.3 | · | · | · | 44.0 | · | · | · | -24.7 | · | · | |
| Earnings Yield | 7.7% | 8.7% | · | 9.4% | 8.3% | 7.2% | · | 7.2% | 8.0% | 9.8% | · | 11.9% | 10.0% | 9.9% | · | 9.0% | |
| Payout Ratio | · | 29.0% | · | · | · | 35.1% | · | · | · | 59.1% | · | · | · | 34.0% | · | · |
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 | $15M | $10M | $10M | $11M | $14M |
| Rozwodniony EPS | $1.90 | $1.24 | $1.29 | $1.45 | $2.17 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $28M | $14M | $-5M | $25M | $44M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Właściciele instytucjonalni (13F) 104 emitenci · $77.0M 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 |
|---|---|---|---|---|
| 18 (+1 vs poprzedni kw.) | 8 (+3 vs poprzedni kw.) | 47 (+18 vs poprzedni kw.) | 21 (-9 vs poprzedni kw.) | -142K |
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 |
|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 468 048 | 395 656 | 12,29% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $7 826 330 | 327 051 | 10,16% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $6 239 987 | 260 760 | 8,10% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $3 833 982 | 160 194 | 4,98% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $3 716 855 | 155 322 | 4,82% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $3 142 751 | 131 331 | 4,08% | Akcje |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2 696 121 | 112 667 | 3,50% | Akcje |
| BlackRock, Inc. | $2 680 830 | 112 028 | 3,48% | Akcje |
| STATE STREET CORP | $2 598 008 | 108 567 | 3,37% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2 205 413 | 92 161 | 2,86% | Akcje |
| GOLDMAN SACHS GROUP INC | $1 677 637 | 70 106 | 2,18% | Akcje |
| RITHOLTZ WEALTH MANAGEMENT | $1 666 311 | 69 633 | 2,16% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $1 665 265 | 69 589 | 2,16% | Akcje |
| Trexquant Investment LP | $1 264 413 | 52 838 | 1,64% | Akcje |
| Ashton Thomas Private Wealth, LLC | $1 217 965 | 50 897 | 1,58% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 215 764 | 50 805 | 1,58% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $1 192 695 | 49 841 | 1,55% | Akcje |
| CITADEL ADVISORS LLC | $1 176 997 | 49 185 | 1,53% | Akcje |
| HSBC HOLDINGS PLC | $1 097 114 | 46 646 | 1,42% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1 089 676 | 45 536 | 1,41% | Akcje |
| Informed Momentum Co LLC | $991 252 | 41 423 | 1,29% | Akcje |
| Empowered Funds, LLC | $960 550 | 40 140 | 1,25% | Akcje |
| VANGUARD GROUP INC | $936 275 | 47 049 | 1,22% | Akcje |
| CWM, LLC | $886 072 | 43 055 | 1,15% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $868 970 | 36 313 | 1,13% | Akcje |
| BARCLAYS PLC | $807 541 | 33 746 | 1,05% | Akcje |
| SEI INVESTMENTS CO | $807 183 | 33 731 | 1,05% | Akcje |
| HoldCo Asset Management, LP | $771 934 | 32 258 | 1,00% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $760 208 | 31 768 | 0,99% | Akcje |
| XTX Topco Ltd | $757 600 | 31 659 | 0,98% | Akcje |
| PRUDENTIAL FINANCIAL INC | $711 678 | 29 740 | 0,92% | Akcje |
| Allied Investment Advisors, LLC | $709 979 | 29 669 | 0,92% | Akcje |
| STRS OHIO | $650 896 | 27 200 | 0,84% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $583 556 | 24 386 | 0,76% | Akcje |
| BANK OF AMERICA CORP /DE/ | $579 537 | 24 218 | 0,75% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $551 658 | 23 053 | 0,72% | Akcje |
| Squarepoint Ops LLC | $523 158 | 21 862 | 0,68% | Akcje |
| Minerva Advisors LLC | $504 875 | 21 098 | 0,66% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $500 305 | 20 907 | 0,65% | Akcje |
| FIRST MANHATTAN CO. LLC. | $478 600 | 20 000 | 0,62% | Akcje |
| AMERIPRISE FINANCIAL INC | $428 730 | 17 916 | 0,56% | Akcje |
| OCCUDO QUANTITATIVE STRATEGIES LP | $420 211 | 17 560 | 0,55% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $347 679 | 14 529 | 0,45% | Akcje |
| MORGAN STANLEY | $300 875 | 12 573 | 0,39% | Akcje |
| Integrated Quantitative Investments LLC | $251 409 | 10 506 | 0,33% | Akcje |
| Sterling Capital Management LLC | $247 173 | 10 329 | 0,32% | Akcje |
| Point72 Asset Management, L.P. | $241 119 | 10 076 | 0,31% | Akcje |
| RHUMBLINE ADVISERS | $227 664 | 9 514 | 0,30% | Akcje |
| Nuveen, LLC | $219 797 | 9 185 | 0,29% | Akcje |
| Cutler Capital Management, LLC | $215 370 | 9 000 | 0,28% | Akcje |
| Mariner, LLC | $211 316 | 8 831 | 0,27% | Akcje |
| ALGERT GLOBAL LLC | $201 754 | 8 431 | 0,26% | Akcje |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $180 432 | 7 540 | 0,23% | Akcje |
| DEUTSCHE BANK AG\ | $176 077 | 7 358 | 0,23% | Akcje |
| PNC Financial Services Group, Inc. | $160 690 | 6 715 | 0,21% | Akcje |
| Bank of New York Mellon Corp | $157 651 | 6 588 | 0,20% | Akcje |
| MetLife Investment Management, LLC | $102 588 | 4 287 | 0,13% | Akcje |
| Farther Finance Advisors, LLC | $96 675 | 4 040 | 0,13% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83 229 | 3 478 | 0,11% | Akcje |
| Russell Investments Group, Ltd. | $73 164 | 3 057 | 0,09% | Akcje |
| CITIGROUP INC | $72 939 | 3 048 | 0,09% | Akcje |
| Ancora Advisors LLC | $65 807 | 2 750 | 0,09% | Akcje |
| Vanguard Global Advisers, LLC | $62 218 | 2 600 | 0,08% | Akcje |
| OSAIC HOLDINGS, INC. | $57 671 | 2 410 | 0,07% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $50 492 | 2 110 | 0,07% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $40 944 | 1 711 | 0,05% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $36 056 | 1 752 | 0,05% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $33 550 | 1 402 | 0,04% | Akcje |
| FEDERATED HERMES, INC. | $30 200 | 1 262 | 0,04% | Akcje |
| PITTENGER & ANDERSON INC | $29 674 | 1 240 | 0,04% | Akcje |
| NORTHERN TRUST CORP | $28 692 | 1 199 | 0,04% | Akcje |
| Allworth Financial LP | $24 624 | 1 029 | 0,03% | Akcje |
| Arax Advisory Partners | $20 173 | 843 | 0,03% | Akcje |
| MARSHALL WACE, LLP | $18 737 | 783 | 0,02% | Akcje |
| Ameritas Investment Partners, Inc. | $18 091 | 756 | 0,02% | Akcje |
| Legal & General Group Plc | $15 866 | 663 | 0,02% | Akcje |
| COMERICA BANK | $11 343 | 570 | 0,01% | Akcje |
| Tower Research Capital LLC (TRC) | $11 127 | 465 | 0,01% | Akcje |
| FTB Advisors, Inc. | $9 968 | 598 | 0,01% | Akcje |
| UBS Group AG | $8 950 | 374 | 0,01% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8 253 | 401 | 0,01% | Akcje |
| ROYAL BANK OF CANADA | $6 000 | 233 | 0,01% | Akcje |
| GAMMA Investing LLC | $5 839 | 244 | 0,01% | Akcje |
| Integrated Wealth Concepts LLC | $5 245 | 219 | 0,01% | Akcje |
| ACADIAN ASSET MANAGEMENT LLC | $3 271 | 137 005 | 0,00% | Akcje |
| IFP Advisors, Inc | $2 225 | 93 | 0,00% | Akcje |
| Essential Partners LLC | $1 962 | 82 | 0,00% | Akcje |
| JPMORGAN CHASE & CO | $1 940 | 82 | 0,00% | Akcje |
| FMR LLC | $1 938 | 81 | 0,00% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $1 484 | 62 | 0,00% | Akcje |
| WELLS FARGO & COMPANY/MN | $1 340 | 56 | 0,00% | Akcje |
| Janney Montgomery Scott LLC | $988 | 41 282 | 0,00% | Akcje |
| ROTHSCHILD INVESTMENT LLC | $885 | 37 | 0,00% | Akcje |
| True Wealth Design, LLC | $671 | 28 | 0,00% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $597 | 25 | 0,00% | Akcje |
| Physician Wealth Advisors, Inc. | $527 | 22 | 0,00% | Akcje |
| Fortitude Family Office, LLC | $359 | 15 | 0,00% | Akcje |
| SJS Investment Consulting Inc. | $96 | 4 | 0,00% | Akcje |
| Wealth Enhancement Trust Services, Inc. | $96 | 4 | 0,00% | Akcje |
| Clearstead Advisors, LLC | $72 | 3 | 0,00% | Akcje |
Insiderzy spółki 28 insiderów · 11 dyrektorzy generalni · 15 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Laura Clark | President/CEO | 2 lutego 2026 A | 29 859 | 0 | 0 | $0 |
| Miranda Spaulding | SVP - CFO | 2 lutego 2026 A | 12 661 | 0 | 0 | $0 |
| Patrick D Rensmon | SVP-Chief Operating Officer | 2 lutego 2026 A | 15 144 | 0 | 0 | $0 |
| Alana M Binde | SVP-Chief Human Resource Offcr | 2 lutego 2026 A | 9 686 | 0 | 0 | $0 |
| Linda M Chilton | SVP-Chief Retail Offcr | 2 lutego 2026 A | 13 470 | 0 | 0 | $0 |
| Mark A O'Neill | SVP-Chief Lending Officer | 2 lutego 2026 A | 15 148 | 1 | 0 | $10 050 |
| Chantelle Nash | SVP-Chief Risk & Admin Offcr | 2 lutego 2026 A | 18 307 | 0 | 0 | $0 |
| Dale Field | SVP-Chief Credit Officer | 2 lutego 2026 A | 22 192 | 0 | 0 | $0 |
| Rachel R Amdahl | SVP-Chief Operations Officer | 2 lutego 2026 A | 21 550 | 0 | 0 | $0 |
| Michael C Mundt | SVP-Chief Lending Officer | 1 listopada 2013 A | 43 643 | 0 | 0 | $0 |
| Robert M Evans | Retired SVP/CIO | 13 maja 2013 S | 15 000 | 0 | 0 | $0 |
| Kenneth M Walsh | Dyrektor | 8 maja 2026 S | 82 260 | 0 | 2 | $-453 000 |
| Samuel Waters | Dyrektor | 20 lutego 2026 S | 31 534 | 0 | 1 | $-47 208 |
| Thomas J Mccarvel | Dyrektor | 17 lutego 2026 S | 37 262 | 0 | 2 | $-46 678 |
| Peter Joseph Johnson | Dyrektor | 11 lutego 2026 S | 45 518 | 0 | 5 | $-174 194 |
| Cynthia A Utterback | Dyrektor | 3 listopada 2025 A | 10 997 | 0 | 0 | $0 |
| Corey Jensen | Dyrektor | 3 listopada 2025 A | 7 815 | 0 | 0 | $0 |
| Tanya Chemodurow | Dyrektor | 3 listopada 2025 A | 11 280 | 0 | 0 | $0 |
| Shavon Cape | Dyrektor | 3 listopada 2025 A | 13 570 | 0 | 0 | $0 |
| Maureen J Rude | Dyrektor | 3 listopada 2025 A | 11 250 | 0 | 0 | $0 |
| Rick Hays | Dyrektor | 3 listopada 2025 A | 40 794 | 0 | 0 | $0 |
| Benjamin G. Ruddy | Dyrektor | 1 listopada 2024 A | 18 099 | 0 | 0 | $0 |
| Larry A Dreyer | Dyrektor | 27 lutego 2018 S | 29 135 | 0 | 0 | $0 |
| Lynn E Dickey | Dyrektor | 1 listopada 2013 A | 10 726 | 0 | 0 | $0 |
| James A Maierle | Dyrektor | 1 listopada 2013 A | 70 092 | 0 | 0 | $0 |
| Tracy A Zepeda | — | 25 października 2019 S | 1 650 | 0 | 0 | $0 |
| John C Rudolf | — | 20 grudnia 2016 S | 383 055 | 0 | 0 | $0 |
| Clint J Morrison | — | 30 stycznia 2014 S | 5 297 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 3 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Kenneth M. Walsh | 12 lutego 2018 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Sandler O'Neill Asset Management, LLC, SOAM Holdings, LLC, Malta Partners, L.P., Malta Hedge Fund, L.P., Malta Hedge Fund II, L.P., Malta Offshore, Ltd, Malta Thrift Fund, L.P., SOAM Capital Partners, L.P., Terry Maltese ×3 zgłoszenia | 8 listopada 2013 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Sandler O’Neill Asset Management, LLC, SOAM Holdings, LLC, Malta Partners, L.P., Malta Hedge Fund, L.P., Malta Hedge Fund II, L.P., Malta Offshore, Ltd, Malta Thrift Fund, L.P., SOAM Capital Partners, L.P., Terry Maltese ×4 zgłoszenia | 6 sierpnia 2013 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Posiadanie ETF-ów Posiadane przez 26 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,04% | 27 055 SH | 21 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 11 425 NS | 31 maja 2026 | N-PORT |
| IWN · iShares Trust | 0,01% | 80 530 SH | 21 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 43 751 SH | 19 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6 442 SH | 19 sierpnia 2026 | Dziennie |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 112 733 NS | 31 maja 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 10 978 NS | 31 maja 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 29 028 NS | 30 kwietnia 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 213 086 SH | 21 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 646 SH | 20 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,01% | 3 257 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 348 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 26 341 NS | 30 kwietnia 2026 | N-PORT |
| RB · ProShares Trust | 0,00% | 2 NS | 31 maja 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 20 132 NS | 30 kwietnia 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 273 NS | 31 maja 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 274 NS | 31 maja 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 508 NS | 31 maja 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 7 NS | 31 maja 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 11 611 NS | 30 kwietnia 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 856 NS | 30 kwietnia 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 87 112 SH | 19 sierpnia 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 232 072 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 612 SH | 19 sierpnia 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,00% | 4 NS | 30 kwietnia 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 4 NS | 30 kwietnia 2026 | N-PORT |