EQH Equitable Holdings, Inc. Common Stock
O Equitable Holdings, Inc. Common Stock Przegląd firmy z Wikipedii
Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
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Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.
History
The Equitable Life Assurance Society of the United States opened its headquarters at the Equitable Life Building in 1870 in the Financial District of Manhattan, with entrances facing Broadway, Pine Street, and Cedar Street. Aside from Henry Baldwin Hyde, who was president of Equitable, the firm's officers included James Waddell Alexander (vice president); George W. Phillips (actuary), who was Vice President of the Actuarial Society of America; and Samuel Borrowe (secretary), a member of a prominent New York family connected to the Hallett and Alsop families.
Between 1889 and 1891, Equitable built the Palais Equitable at Stock-im-Eisen-Platz, today part of the Stephansplatz, in the Innere Stadt of Vienna, Austria.
James Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905. James Hazen Hyde, the son of the founder and a vice president of the company, was falsely accused through a media smear campaign initiated by Alexander and board directors E. H. Harriman, Henry Clay Frick and J.P. Morgan of charging a fabulous $200,000 Versailles-themed affair to the company. The repercussions rocked Wall Street and resulted in an investigation of the entire insurance industry by the New York State Legislature.
After the company's headquarters building burned down in 1912, Equitable erected the Equitable Building on the same site in Manhattan.
As one of the largest insurers of its time, Equitable had close ties to influential industrial magnates. In 1915, T. Coleman du Pont acquired a majority stake in Equitable Life Assurance from J. P. Morgan Jr.
In 1943, during World War II, Equitable began underwriting policies for the War Agencies Employees Protective Association to provide group life insurance to U.S. Government employees working in or around war zones. Through WAEPA, Equitable sold policies to employees of some 40 U.S. agencies, including individuals from the Office of Strategic Services and War Information, which often sent their men behind enemy lines, and air-traveling statesmen and Congressmen. By May 1945, only 24 death claims had been filed (about half the normal peacetime rate for a group plan covering 7,000 workers), allowing the insurer to return roughly 30% of the premiums to WAEPA.
In 1954, following blockbusting in East Palo Alto, Equitable pursued a policy forbidding issuing mortgages to white families in integrated communities in order to make receiving government-insured mortgages more difficult in racially heterogeneous areas. This decision helped facilitate white flight and the resulting demographic shift of East Palo Alto.
In 1985, the Equitable Life Assurance Society of the United States, then the third largest life insurance company in the country, formed Equitable Real Estate Investment Management, a subsidiary used by Equitable Life to develop and finance new real estate projects and manage the US$20 billion worth of real estate under Equitable's control.
In December 1990, Equitable announced its decision to demutualize under New York's liberalizing laws. This was intended to enable Equitable to increase and diversify its asset base.
AXA acquisition
On July 18, 1991, AXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake in the business. This enabled Equitable to set aside $500 million for losses in its real estate and junk bond portfolios. There had been rumors that Equitable was nearing a bankruptcy filing prior to the AXA Group infusion of capital.
The investment by AXA Group significantly altered the trajectory of both companies. By 1997, the assets of the U.S. operation, the Equitable Insurance Group, had reached nearly a quarter of a trillion dollars, and by 2003, AXA Equitable Insurance Company was the leading carrier in the world with more than 50 million clients, in more than 50 countries, and with nearly a trillion dollars in client assets.
By 2018, AXA, facing tougher European solvency laws, decided to re-balance its operations from life and annuities and towards property and casualty – from financial risks to insurance risks. As a result, the company decided to begin the process to spin off the U.S. operations, the old Equitable Life Assurance company. In its filing, AXA noted that once the IPO took place, there would be four separate companies created: AXA Equitable Life Insurance Company, AXA Distribution Holding Corp., EQ AZ Life Re Company, and MONY Life Insurance Company of America.
Equitable Holdings
In May 2018, AXA announced the successful completion of the IPO of AXA Equitable Holdings, raising $2.75 billion on the sale of 24.5% of the outstanding shares. Additionally, the company announced an issuance of $750 million of bonds mandatorily exchangeable into shares of AXA Equitable Holdings stock. And finally, $502 million of options were exercised, bringing the total to $4.02 billion in proceeds to AXA.
On March 25, 2019, AXA announced the successful completion of a secondary common stock offering of 40 million shares of AXA Equitable Holdings, Inc. (ticker EQH), bringing down their ownership stake from approximately 60% to 48.3% and raising net proceeds of $1.5 billion.
On November 7, 2019, AXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144 million shares of common stock to Goldman Sachs, which was the sole underwriter for the public offering of the shares. The expected close date was stated by the company at the time as November 13, 2019. This brought to a close a long and largely successful chapter in Equitable's history – the end of the AXA Group ownership of the company.
On January 14, 2020, Equitable unveiled its new branding. In addition to an operating name change, the refreshed brand included a new logo, representative of the Greek goddess Athena, which has been a consistent element of the company’s 160-year-old visual identity.
In March 2026, Equitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22 billion, which would create a combined company with $1.5 trillion in assets under management and over 12 million clients.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
EQH Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
EQH Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 3 sierpnia 2026 | $0,3000 |
| 1 czerwca 2026 | $0,3000 |
| 4 marca 2026 | $0,2700 |
| 24 listopada 2025 | $0,2700 |
| 5 sierpnia 2025 | $0,2700 |
| 2 czerwca 2025 | $0,2700 |
| 5 marca 2025 | $0,2400 |
| 26 listopada 2024 | $0,2400 |
| 6 sierpnia 2024 | $0,2400 |
| 3 czerwca 2024 | $0,2400 |
| 23 lutego 2024 | $0,2200 |
| 24 listopada 2023 | $0,2200 |
| 4 sierpnia 2023 | $0,2200 |
| 2 czerwca 2023 | $0,2200 |
| 24 lutego 2023 | $0,2000 |
| 25 listopada 2022 | $0,2000 |
| 5 sierpnia 2022 | $0,2000 |
| 26 maja 2022 | $0,2000 |
| 25 lutego 2022 | $0,1800 |
| 26 listopada 2021 | $0,1800 |
EQH Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 5 27,8%
- Kup 12 66,7%
- Trzymaj 1 5,6%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
11 analityków · 2026-08-13Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.70 | $1.68 | 0.02% |
| 31 marca 2026 | $1.62 | $1.63 | -0.01% |
| 31 grudnia 2025 | $1.73 | $1.77 | -0.04% |
| 30 września 2025 | $1.48 | $1.63 | -0.15% |
| 30 czerwca 2025 | $1.10 | $1.30 | -0.20% |
| 31 marca 2025 | $1.30 | $1.49 | -0.19% |
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 |
|---|---|---|---|---|---|---|
| EQH | — | -9.9 | -6.1% | — | — | — |
| APO | $83.81B | 26.1 | 22.7% | 10.9% | 17.2% | — |
| CRBG | — | -44.4 | -1.2% | — | — | — |
| JXN | $7.13B | -444.4 | 104.3% | 0.40% | 0.27% | — |
| VOYA | $6.99B | 11.8 | 1.7% | 8.0% | 14.6% | — |
| ALRS | $572M | 33.1 | 1.1% | 7.8% | 3.3% | — |
| SOR | — | — | — | — | — | — |
| NEWT | — | — | — | — | — | — |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | $12.43B | $11.76B | |
| Interest Expense | · | · | $228M | $201M | $244M | $200M | $221M | $231M | $160M | $174M | |
| Interest Income | · | · | · | · | $3.92B | $3.55B | $3.77B | $2.77B | $3.15B | $2.74B | |
| Pretax Income | $-1.19B | $2.08B | $714M | $2.98B | $2.61B | $-1.09B | $-2.06B | $2.49B | $1.24B | $2.03B | |
| Income Tax | $-156M | $280M | $-910M | $594M | $439M | $-744M | $-593M | $301M | $42M | $378M | |
| Net Income | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | $778M | $1.25B | |
| EPS (Basic) | $-4.83 | $3.74 | $3.44 | $5.46 | $4.02 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| EPS (Diluted) | $-4.83 | $3.69 | $3.42 | $5.42 | $3.98 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| Shares (Basic) | 298,100,000 | 321,200,000 | 350,100,000 | 377,600,000 | 417,400,000 | 450,400,000 | 493,600,000 | 556,400,000 | 561,000,000 | 561,000,000 | |
| Shares (Diluted) | 298,100,000 | 324,800,000 | 351,600,000 | 379,900,000 | 421,200,000 | 450,400,000 | 493,600,000 | 556,500,000 | 561,000,000 | 561,000,000 |
Bilans 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $12.46B | $6.96B | $8.24B | $4.28B | $5.19B | $6.18B | $4.41B | $4.47B | $4.81B | $5.65B | |
| Goodwill | · | · | · | · | · | · | · | $4.57B | $4.57B | $4.94B | |
| Total Assets | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Short-term Debt | $25M | $0 | $254M | $759M | $92M | $0 | $0 | $546M | $1.86B | · | |
| Deferred Tax | · | · | · | · | $0 | $749M | $528M | $35M | · | · | |
| Total Liabilities | $316.20B | $292.18B | $271.55B | $249.11B | $278.70B | $258.08B | $234.41B | $205.22B | $218.47B | · | |
| Total Debt | · | $3.83B | $4.07B | $4.08B | $92M | $0 | $0 | $546M | · | · | |
| Common Stock | $5M | $5M | $5M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $1.93B | $2.34B | $2.33B | $2.30B | $1.92B | $1.99B | $1.92B | $1.91B | $1.30B | · | |
| Retained Earnings | $8.37B | $10.63B | $10.25B | $9.82B | $8.88B | $10.70B | $11.74B | $13.94B | $12.22B | · | |
| Treasury Stock | $5.17B | $4.20B | $3.71B | $3.30B | $2.85B | $2.25B | $1.83B | $640M | $0 | · | |
| AOCI | $-6.28B | $-8.71B | $-7.80B | $-8.99B | $2.00B | $3.86B | $844M | $-1.41B | $-108M | · | |
| Stockholders' Equity | $-74M | $1.56B | $2.64B | $1.40B | $11.52B | $15.58B | $13.46B | $13.80B | $13.42B | · | |
| Liabilities + Equity | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Shares Outstanding | 283,358,187 | 309,900,248 | 333,877,990 | 365,081,940 | 391,290,224 | 440,776,011 | 463,711,392 | 528,861,758 | 561,000,000 | · |
Przepływy pieniężne 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $675M | $296M | $386M | · | |
| Deferred Tax | $-1.05B | $138M | $-939M | $593M | $310M | $-749M | $-664M | $809M | $168M | $209M | |
| Operating Cash Flow | $714M | $2.01B | $-208M | $-250M | $-193M | $-61M | $-216M | $61M | $-243M | $-236M | |
| Investing Cash Flow | $-10.97B | $-15.86B | $-4.85B | $-7.49B | $-12.69B | $-7.82B | $-8.50B | $-2.05B | $-9.69B | $-5.77B | |
| Debt Issued | $495M | $0 | $497M | $0 | $0 | $0 | $0 | $4.06B | $0 | $0 | |
| Net Debt Issued | · | $0 | $497M | · | · | $0 | $-300M | $4.06B | · | · | |
| Stock Repurchased | $1.45B | $1.01B | $919M | $849M | $1.64B | $430M | $1.35B | $648M | $0 | $0 | |
| Net Stock Activity | · | $-1.01B | $-919M | $-849M | $-1.64B | $-430M | $-1.30B | $-648M | · | · | |
| Dividends Paid | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | $0 | $0 | |
| Financing Cash Flow | $15.72B | $12.44B | $9.00B | $7.04B | $11.95B | $9.67B | $8.71B | $1.66B | $9.07B | $5.11B | |
| Net Change in Cash | $5.50B | $-1.43B | $3.96B | $-748M | $-952M | $1.81B | $1M | $-345M | $-840M | $-903M | |
| Taxes Paid | $576M | $-38M | $265M | $89M | $305M | $-173M | $-506M | $57M | $31M | $31M |
Rentowność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 10.5% | 12.4% | 12.7% | -4.0% | -5.2% | -18.1% | 15.1% | · | · | |
| Pretax Margin | · | 17.0% | 7.0% | 18.0% | -1.5% | -8.8% | -21.2% | 20.4% | · | · | |
| ROA | · | 0.44% | 0.49% | 0.65% | -0.15% | -0.24% | -0.74% | 0.81% | · | · | |
| ROE | · | 54.6% | 64.3% | 27.1% | -3.2% | -3.9% | -12.7% | 13.4% | · | · |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 2.4 | 1.5 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | 2.4 | 1.4 | 2.0 | · | · | · | · | · | · |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | · | · |
Stopy Wzrostu 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -6.1% | 18.8% | -17.3% | 66.1% | -38.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.6% | 17.7% | -5.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 7.9% | -37.4% | 37.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -2.5% | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -0.23% | -40.4% | 22.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -10.0% | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | · | · | |
| Net Income TTM | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | · | · | |
| Market Cap | · | $14.62B | $11.12B | $10.48B | $12.83B | $11.28B | $11.49B | $8.79B | · | · | |
| Enterprise Value | · | $11.49B | $6.95B | $10.28B | $7.73B | $5.10B | $7.09B | $4.87B | · | · | |
| P/E | -9.9 | 12.8 | 9.7 | 5.3 | 8.2 | -16.4 | -6.9 | 5.0 | · | · | |
| P/S | · | 1.2 | 1.1 | 0.8 | 1.7 | 0.9 | 1.2 | 0.7 | · | · | |
| P/B | · | 9.2 | 4.2 | 6.3 | 1.1 | 0.7 | 0.8 | 0.6 | · | · | |
| P / Tangible Book | · | 9.3 | 4.2 | 7.5 | 1.1 | 0.7 | · | · | · | · | |
| P / Cash Flow | · | 7.3 | -53.5 | -12.3 | -17.0 | -184.9 | -53.2 | 144.2 | · | · | |
| EV / Revenue | · | 0.9 | 0.7 | 0.8 | 1.0 | 0.4 | 0.7 | 0.4 | · | · | |
| Dividend Yield | · | 2.1% | 2.7% | 2.8% | 2.3% | 2.6% | 2.5% | 1.8% | · | · | |
| Earnings Yield | -10.1% | 7.8% | 10.3% | 18.9% | 12.1% | -6.1% | -14.4% | 20.0% | · | · | |
| Payout Ratio | · | 23.1% | 23.1% | 16.5% | -67.4% | -45.8% | -16.4% | 8.6% | · | · | |
| Annual Payout | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | · | · |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.66B | $4.23B | $3.28B | $1.45B | $2.36B | $4.58B | $3.62B | $3.07B | $3.51B | $2.23B | $2.11B | $3.63B | $2.36B | $2.36B | $2.99B | $4.69B | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $57M | · | $55M | $55M | $61M | $51M | $50M | |
| Pretax Income | $-493M | $887M | $344M | $-1.35B | $-363M | $174M | $1.19B | $-11M | $681M | $219M | $-821M | $1.46B | $539M | $-459M | $825M | $1.27B | |
| Income Tax | $-140M | $156M | $33M | $-133M | $-80M | $24M | $179M | $-39M | $116M | $24M | $-228M | $336M | $-293M | $-725M | $177M | $264M | |
| Net Income | $-453M | $621M | $215M | $-1.31B | $-349M | $63M | $892M | $-132M | $428M | $92M | $-702M | $1.05B | $760M | $177M | $594M | $967M | |
| EPS (Basic) | $-1.68 | $2.16 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.72 | $-0.46 | $1.24 | $0.24 | $-2.06 | $2.98 | $2.07 | $0.45 | $1.55 | $2.48 | |
| EPS (Diluted) | $-1.68 | $2.14 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.69 | $-0.46 | $1.23 | $0.23 | $-2.06 | $2.97 | $2.06 | $0.45 | $1.54 | $2.47 | |
| Shares (Basic) | 278,300,000 | 281,300,000 | -609,100,000 | 296,200,000 | 303,200,000 | 307,800,000 | -651,400,000 | 318,200,000 | 324,200,000 | 330,200,000 | -713,400,000 | 346,400,000 | 355,200,000 | 361,900,000 | 374,500,000 | 378,900,000 | |
| Shares (Diluted) | 278,300,000 | 283,800,000 | -613,200,000 | 296,200,000 | 303,200,000 | 311,900,000 | -653,400,000 | 318,200,000 | 327,300,000 | 332,700,000 | -716,600,000 | 348,000,000 | 356,100,000 | 364,100,000 | 376,800,000 | 380,600,000 |
Bilans 13
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17.18B | $9.90B | $12.46B | $13.60B | $14.96B | $8.16B | $6.96B | $9.58B | $9.68B | $10.36B | · | $6.10B | $7.69B | $5.02B | $4.14B | $5.11B | |
| Total Assets | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Short-term Debt | $0 | $0 | $25M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $751M | · | · | |
| Total Liabilities | $333.43B | $308.13B | $316.20B | $312.46B | $300.12B | $282.87B | $292.18B | $292.79B | $283.30B | $280.83B | $271.55B | $256.33B | $263.21B | $255.42B | $240.41B | $246.13B | |
| Total Debt | $3.84B | $3.84B | · | $3.83B | $4.33B | $4.33B | · | $3.83B | $3.83B | $3.82B | · | $3.82B | $3.82B | $4.57B | · | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $3M | $4M | $4M | $4M | $4M | |
| Paid-in Capital | $1.94B | $1.92B | $1.93B | $1.92B | $1.90B | $2.31B | $2.34B | $2.34B | $2.34B | $2.32B | · | $2.31B | $2.30B | $2.30B | $2.03B | $1.92B | |
| Retained Earnings | $8.23B | $8.78B | $8.37B | $8.36B | $9.87B | $10.45B | $10.63B | $9.98B | $10.32B | $10.11B | $10.25B | $11.16B | $10.32B | $9.81B | $10.84B | $10.72B | |
| Treasury Stock | $5.56B | $5.19B | $5.17B | $5.01B | $4.42B | $4.30B | $4.20B | $4.07B | $3.93B | $3.80B | · | $3.59B | $3.49B | $3.40B | $3.20B | $3.06B | |
| AOCI | $-6.46B | $-6.30B | $-6.28B | $-6.19B | $-7.43B | $-7.57B | $-8.71B | $-6.59B | $-8.64B | $-8.17B | $-7.80B | $-9.80B | $-7.14B | $-6.52B | $-7.88B | $-5.55B | |
| Stockholders' Equity | $-785M | $273M | $-74M | $148M | $1.15B | $2.40B | $1.56B | $3.22B | $1.64B | $2.03B | $2.64B | $1.64B | $3.55B | $3.75B | $3.35B | $5.59B | |
| Liabilities + Equity | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Shares Outstanding | 273,083,312 | 281,499,559 | 283,358,187 | 289,208,849 | 301,768,056 | 306,340,799 | 309,900,248 | 315,465,246 | 321,591,488 | 327,616,168 | · | 342,074,647 | 350,240,160 | 359,089,998 | 370,114,999 | 376,922,387 |
Przepływy pieniężne 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $643M | $499M | $-154M | $369M | $341M | $158M | $400M | $683M | $892M | $31M | $-393M | $411M | $361M | $-587M | $513M | $190M | |
| Investing Cash Flow | $-2.16B | $-2.96B | $-2.48B | $-4.77B | $-2.52B | $-1.20B | $-5.54B | $-2.39B | $-5.25B | $-2.68B | $115M | $-2.45B | $-1.09B | $-1.43B | $-2.52B | $-1.58B | |
| Debt Issued | $0 | $0 | $0 | $0 | $0 | $495M | $0 | $0 | $0 | $0 | $0 | $1M | $0 | $496M | $0 | $0 | |
| Net Debt Issued | · | $0 | · | · | · | $495M | · | · | · | $0 | · | · | · | $496M | · | · | |
| Stock Repurchased | $366M | $147M | $277M | $676M | $235M | $262M | $260M | $254M | $247M | $253M | $241M | $238M | $226M | $214M | $200M | $220M | |
| Net Stock Activity | · | $-147M | · | · | · | $-262M | · | · | · | $-253M | · | · | · | $-214M | · | · | |
| Dividends Paid | $83M | $76M | $77M | $81M | $82M | $74M | $75M | $76M | $78M | $73M | $74M | $77M | $78M | $72M | $75M | $75M | |
| Financing Cash Flow | $8.80B | $-96M | $1.49B | $3.05B | $8.94B | $2.23B | $2.55B | $1.58B | $3.36B | $4.95B | $2.39B | $470M | $3.39B | $2.75B | $1.08B | $824M | |
| Net Change in Cash | $7.28B | $-2.56B | $-1.14B | $-1.35B | $6.79B | $1.20B | $-2.62B | $-105M | $-992M | $2.28B | $2.13B | $-1.59B | $2.67B | $742M | $-970M | $-604M |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -27.3% | 14.7% | · | -90.3% | -14.8% | 1.4% | · | -4.4% | 12.2% | 5.1% | · | 29.4% | 31.9% | 7.5% | 9.1% | 33.4% | |
| Pretax Margin | -29.7% | 21.0% | · | -93.0% | -15.4% | 3.8% | · | -0.46% | 19.4% | 11.1% | · | 40.7% | 22.7% | -19.5% | 13.9% | 43.3% | |
| ROA | -0.14% | 0.21% | · | -0.43% | -0.12% | 0.02% | · | -0.05% | 0.15% | 0.04% | · | 0.42% | 0.29% | 0.07% | 0.10% | 0.64% | |
| ROE | -248.9% | 46.5% | · | -77.7% | -25.0% | 2.8% | · | -5.5% | 16.5% | 3.9% | · | 42.6% | 16.6% | 3.0% | 3.6% | 20.0% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.2 | · | · | |
| LT Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.0 | · | · |
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 | Q3 2022 | Q2 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 | 0.0 |
Wycena (TTM) 12
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.70B | $12.62B | · | $11.46B | $13.52B | $13.39B | · | $12.44B | $11.73B | $10.58B | · | $11.35B | $12.40B | $13.19B | $14.44B | $14.40B | |
| Net Income TTM | $-1.49B | $-974M | · | $-1.73B | $10M | $451M | · | $1.44B | $2.33B | $2.08B | · | $2.58B | $2.50B | $2.27B | $2.76B | $2.29B | |
| Market Cap | $11.98B | $10.45B | · | $14.69B | $16.93B | $15.96B | · | $13.26B | $13.14B | $12.45B | · | $9.71B | $9.51B | $9.12B | $9.75B | $9.83B | |
| Enterprise Value | $-1.36B | $4.38B | · | $4.92B | $6.30B | $12.12B | · | $7.51B | $7.29B | $5.92B | · | $7.44B | $5.64B | $8.67B | · | · | |
| P/E | -8.4 | -11.0 | · | -8.5 | -200.4 | 44.9 | · | 10.6 | 6.3 | 6.7 | · | 4.0 | 4.2 | 4.4 | 3.8 | 4.6 | |
| P/S | 1.2 | 0.8 | · | 1.3 | 1.3 | 1.2 | · | 1.1 | 1.1 | 1.2 | · | 0.9 | 0.8 | 0.7 | 0.7 | 0.7 | |
| P/B | -15.3 | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Tangible Book | · | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Cash Flow | · | 20.9 | · | · | · | 101.0 | · | · | · | 401.7 | · | · | · | -15.5 | · | · | |
| EV / Revenue | -0.1 | 0.3 | · | 0.4 | 0.5 | 0.9 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.5 | 0.7 | · | · | |
| Earnings Yield | -11.9% | -9.1% | · | -11.8% | -0.50% | 2.2% | · | 9.4% | 15.9% | 15.0% | · | 24.7% | 24.0% | 22.8% | 26.3% | 21.5% | |
| Payout Ratio | · | 12.2% | · | · | · | 117.5% | · | · | · | 64.0% | · | · | · | 40.7% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Przychody | $11.66B | $12.43B | — | — | — |
| Zysk netto | $-1.38B | $1.28B | — | — | — |
| Rozwodniony EPS | $-4.83 | $3.69 | — | — | — |
Bilans
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | — | 2.4 | — | — | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
Wybierz metryki, które są dla Ciebie ważne — kliknij ➕ obok dowolnego wiersza w Pełnych Fundamentach powyżej.
Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 522 emitenci · $7.2B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 64 (-39 vs poprzedni kw.) | 120 (+38 vs poprzedni kw.) | 153 (-28 vs poprzedni kw.) | 189 (-8 vs poprzedni kw.) | +18.3M |
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 |
|---|---|---|---|---|
| NORGES BANK | $804 175 026 | 18 326 687 | 11,15% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589 922 325 | 13 443 991 | 8,18% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $557 420 497 | 12 703 293 | 7,73% | Akcje |
| STATE STREET CORP | $411 958 428 | 9 388 296 | 5,71% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $399 575 800 | 9 106 103 | 5,54% | Akcje |
| Capital International Investors | $369 251 911 | 8 415 039 | 5,12% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $317 364 557 | 7 232 556 | 4,40% | Akcje |
| VIKING GLOBAL INVESTORS LP | $236 903 556 | 5 398 896 | 3,29% | Akcje |
| THORNBURG INVESTMENT MANAGEMENT INC | $225 645 748 | 5 142 337 | 3,13% | Akcje |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208 145 614 | 4 743 519 | 2,89% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $190 733 182 | 4 345 306 | 2,65% | Akcje |
| Conifer Management, L.L.C. | $184 296 000 | 4 200 000 | 2,56% | Akcje |
| Castle Hook Partners LP | $157 947 771 | 3 599 539 | 2,19% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $153 015 876 | 3 487 144 | 2,12% | Akcje |
| BANK OF MONTREAL /CAN/ | $150 215 501 | 3 423 325 | 2,08% | Akcje |
| FMR LLC | $108 666 198 | 2 476 440 | 1,51% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94 016 367 | 2 142 579 | 1,30% | Akcje |
| D. E. Shaw & Co., Inc. | $88 435 006 | 2 015 383 | 1,23% | Akcje |
| ALGEBRIS (UK) LTD | $85 645 508 | 1 957 978 | 1,19% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $79 273 125 | 1 806 589 | 1,10% | Akcje |
| Alyeska Investment Group, L.P. | $59 923 669 | 1 365 626 | 0,83% | Akcje |
| Qube Research & Technologies Ltd | $57 899 397 | 1 319 494 | 0,80% | Akcje |
| CITADEL ADVISORS LLC | $57 206 707 | 1 303 708 | 0,79% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51 473 390 | 1 173 049 | 0,71% | Akcje |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50 462 000 | 1 150 000 | 0,70% | Akcje |
| Woodline Partners LP | $47 424 626 | 1 080 780 | 0,66% | Akcje |
| CI INVESTMENTS INC. | $41 675 469 | 949 760 | 0,58% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $38 797 687 | 884 177 | 0,54% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $35 977 212 | 819 900 | 0,50% | Akcje |
| BRUNI J V & CO /CO | $33 652 845 | 766 929 | 0,47% | Akcje |
| RHUMBLINE ADVISERS | $33 448 952 | 762 284 | 0,46% | Akcje |
| Zurich Insurance Group Ltd/FI | $33 116 806 | 754 713 | 0,46% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $32 898 284 | 749 733 | 0,46% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $31 816 554 | 725 081 | 0,44% | Akcje |
| GOLDMAN SACHS GROUP INC | $29 025 128 | 661 466 | 0,40% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28 506 466 | 649 646 | 0,40% | Akcje |
| TCW GROUP INC | $28 491 460 | 649 304 | 0,40% | Akcje |
| Poplar Forest Capital LLC | $27 439 918 | 526 779 | 0,38% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $26 820 597 | 611 226 | 0,37% | Akcje |
| Ensign Peak Advisors, Inc | $25 908 288 | 590 435 | 0,36% | Akcje |
| STOREBRAND ASSET MANAGEMENT AS | $25 836 412 | 588 797 | 0,36% | Akcje |
| Swiss National Bank | $24 800 976 | 565 200 | 0,34% | Akcje |
| AMERIPRISE FINANCIAL INC | $23 222 218 | 529 221 | 0,32% | Akcje |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $22 508 553 | 512 957 | 0,31% | Akcje |
| Caisse de depot et placement du Quebec | $21 193 908 | 482 997 | 0,29% | Akcje |
| COMMUNITY TRUST & INVESTMENT CO | $20 802 977 | 474 088 | 0,29% | Akcje |
| Prana Capital Management, LP | $19 562 933 | 445 828 | 0,27% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $18 938 940 | 510 346 | 0,26% | Akcje |
| California Public Employees Retirement System | $17 782 721 | 405 258 | 0,25% | Akcje |
| Retirement Systems of Alabama | $17 625 323 | 401 671 | 0,24% | Akcje |
| HSBC HOLDINGS PLC | $17 303 857 | 395 336 | 0,24% | Akcje |
| Four Tree Island Advisory LLC | $16 632 407 | 379 043 | 0,23% | Akcje |
| Point72 Asset Management, L.P. | $16 348 064 | 372 563 | 0,23% | Akcje |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $15 870 957 | 361 690 | 0,22% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $15 173 762 | 345 801 | 0,21% | Akcje |
| MOORE CAPITAL MANAGEMENT, LP | $15 156 503 | 345 408 | 0,21% | Akcje |
| BlackRock, Inc. | $14 964 660 | 341 036 | 0,21% | Akcje |
| Legal & General Group Plc | $13 862 746 | 315 924 | 0,19% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12 939 861 | 294 892 | 0,18% | Akcje |
| Robeco Institutional Asset Management B.V. | $12 258 931 | 279 374 | 0,17% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $12 108 415 | 275 843 | 0,17% | Akcje |
| Hudson Bay Capital Management LP | $11 997 319 | 273 412 | 0,17% | Akcje |
| BANK OF AMERICA CORP /DE/ | $11 615 255 | 264 705 | 0,16% | Akcje |
| Bridgewater Associates, LP | $11 453 689 | 261 023 | 0,16% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11 420 340 | 260 263 | 0,16% | Akcje |
| Quantinno Capital Management LP | $11 357 994 | 258 842 | 0,16% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $11 299 160 | 257 501 | 0,16% | Akcje |
| Swedbank AB | $11 179 089 | 254 765 | 0,16% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $10 420 785 | 280 808 | 0,14% | Akcje |
| Philadelphia Financial Management of San Francisco, LLC | $9 918 196 | 226 030 | 0,14% | Akcje |
| Brandywine Global Investment Management, LLC | $9 391 243 | 197 088 | 0,13% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $9 254 775 | 210 911 | 0,13% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $9 090 356 | 207 164 | 0,13% | Akcje |
| Squarepoint Ops LLC | $8 997 726 | 205 053 | 0,12% | Akcje |
| HARRIS ASSOCIATES L P | $8 371 295 | 190 777 | 0,12% | Akcje |
| New York Life Investment Management LLC | $8 032 058 | 183 046 | 0,11% | Akcje |
| UBS Group AG | $7 823 058 | 178 283 | 0,11% | Akcje |
| Cubist Systematic Strategies, LLC | $7 440 336 | 146 521 | 0,10% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $7 296 279 | 166 278 | 0,10% | Akcje |
| Aberdeen Group plc | $7 286 581 | 166 057 | 0,10% | Akcje |
| OPPENHEIMER ASSET MANAGEMENT INC. | $7 092 807 | 161 641 | 0,10% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7 045 334 | 189 850 | 0,10% | Akcje |
| APG Asset Management N.V. | $7 034 348 | 183 281 | 0,10% | Akcje |
| Y-Intercept (Hong Kong) Ltd | $6 854 012 | 156 199 | 0,10% | Akcje |
| VANGUARD GROUP INC | $6 650 225 | 139 564 | 0,09% | Akcje |
| PZENA INVESTMENT MANAGEMENT LLC | $6 398 977 | 145 829 | 0,09% | Akcje |
| PRUDENTIAL FINANCIAL INC | $6 385 637 | 145 525 | 0,09% | Akcje |
| BARCLAYS PLC | $6 269 180 | 142 871 | 0,09% | Akcje |
| MetLife Investment Management, LLC | $6 205 071 | 141 410 | 0,09% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6 204 149 | 141 389 | 0,09% | Akcje |
| Quantbot Technologies LP | $6 116 653 | 139 395 | 0,08% | Akcje |
| Vanguard Global Advisers, LLC | $5 972 112 | 136 101 | 0,08% | Akcje |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5 960 571 | 135 838 | 0,08% | Akcje |
| Kintayl Capital LP | $5 891 329 | 134 260 | 0,08% | Akcje |
| Capital International, Inc./CA/ | $5 878 428 | 133 966 | 0,08% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5 861 973 | 133 591 | 0,08% | Akcje |
| JANE STREET GROUP, LLC | $5 853 416 | 133 396 | 0,08% | Akcje |
| Nuveen, LLC | $5 706 418 | 130 046 | 0,08% | Akcje |
| CONTINENTAL ADVISORS LLC | $5 430 852 | 123 766 | 0,08% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $5 167 440 | 117 763 | 0,07% | Akcje |
Insiderzy spółki 25 insiderów · 7 dyrektorzy generalni · 7 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Anders Malmstrom | Senior EVP & CFO | 22 marca 2021 F | 118 789 | 0 | 0 | $0 |
| Jeffrey J Hurd | Chief Operating Officer | 17 sierpnia 2026 M | 65 019 | 0 | 12 | $-2 095 698 |
| Jose Ramon Gonzalez | Chief Legal Officer | 3 grudnia 2024 A | 74 444 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 15 marca 2021 S | 63 255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 16 marca 2020 A | 15 392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 11 czerwca 2018 A | 8 260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 11 czerwca 2018 A | 29 302 | 0 | 0 | $0 |
| Arlene Isaacs-Lowe | Dyrektor | 22 maja 2024 A | 16 120 | 0 | 0 | $0 |
| Francis Hondal | Dyrektor | 22 maja 2024 A | 21 394 | 0 | 0 | $0 |
| George Stansfield | Dyrektor | 22 maja 2024 A | 35 434 | 0 | 0 | $0 |
| Daniel G Kaye | Dyrektor | 22 maja 2024 A | 58 063 | 0 | 0 | $0 |
| Joan M Lammtennant | Dyrektor | 22 maja 2024 A | 42 463 | 0 | 0 | $0 |
| Kristi Ann Matus | Dyrektor | 24 marca 2023 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | Dyrektor | 20 maja 2021 A | 56 695 | 0 | 0 | $0 |
| Equitable Holdings, Inc. | Posiadacz 10% | 14 maja 2021 J | 170 121 745 | 0 | 0 | $0 |
| AXA | Posiadacz 10% | 10 grudnia 2019 S | 44 162 500 | 0 | 0 | $0 |
| Craig C Mackay | — | 11 sierpnia 2026 S | 18 999 | 0 | 1 | $-112 992 |
| Kurt Meyers | — | 10 sierpnia 2026 A | 35 286 | 0 | 0 | $0 |
| Robin M Raju | — | 10 sierpnia 2026 A | 186 501 | 0 | 0 | $0 |
| Seth P Bernstein | — | 10 sierpnia 2026 A | 55 970 | 0 | 0 | $0 |
| William James Eckert IV | — | 10 sierpnia 2026 A | 8 467 | 0 | 2 | $-309 423 |
| Mark Pearson | — | 10 sierpnia 2026 A | 754 761 | 0 | 3 | $-3 724 743 |
| Nick Lane | — | 10 sierpnia 2026 A | 124 930 | 0 | 0 | $0 |
| Charles G.T. Stonehill | — | 6 sierpnia 2026 S | 34 357 | 0 | 1 | $-386 550 |
| Bertram L Scott | — | 6 sierpnia 2026 S | 26 465 | 0 | 3 | $-311 300 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 2 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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 zgłoszenia | 14 lipca 2025 | 68,17% | Aneks | — | SEC |
| AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., AXA Equitable Financial Services, LLC, MONY Life Insurance Company of America ×4 zgłoszenia | 25 marca 2019 | — | Pierwotne zgłoszenie | Struktura kapitałowa | 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 106 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 |
|---|---|---|---|---|
| PGF · Invesco Exchange-Traded Fund Trust | 1,58% | 573 784 | 8 sierpnia 2026 | Dziennie |
| NUMG · Nushares ETF Trust | 1,55% | 129 841 NS | 30 kwietnia 2026 | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,17% | 310 000 | 8 sierpnia 2026 | Dziennie |
| BRCE · MFS Active Exchange Traded Funds Tr… | 0,94% | 7 526 NS | 31 maja 2026 | N-PORT |
| ARB · AltShares Trust | 0,86% | 21 387 NS | 31 maja 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,78% | 1 596 235 | 8 sierpnia 2026 | Dziennie |
| GSY · Invesco Actively Managed Exchange-T… | 0,75% | 29 557 000 | 8 sierpnia 2026 | Dziennie |
| NUMV · Nushares ETF Trust | 0,72% | 73 278 NS | 30 kwietnia 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,59% | 153 432 SH | 8 sierpnia 2026 | Dziennie |
| VUSB · VANGUARD BOND INDEX FUNDS | 0,51% | 43 586 000 PA | 8 sierpnia 2026 | Dziennie |
| IQSM · New York Life Investments ETF Trust | 0,50% | 37 541 NS | 30 kwietnia 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,47% | 382 NS | 29 maja 2026 | N-PORT |
| ISCV · iShares Trust | 0,45% | 60 277 SH | 8 sierpnia 2026 | Dziennie |
| XJH · iShares Trust | 0,43% | 35 007 SH | 8 sierpnia 2026 | Dziennie |
| IJJ · iShares Trust | 0,42% | 724 048 SH | 8 sierpnia 2026 | Dziennie |
| IJH · iShares Trust | 0,39% | 9 431 702 SH | 8 sierpnia 2026 | Dziennie |
| PFF · iShares Trust | 0,38% | 2 691 178 SH | 8 sierpnia 2026 | Dziennie |
| IJK · iShares Trust | 0,37% | 780 475 SH | 8 sierpnia 2026 | Dziennie |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,37% | 125 734 SH | 8 sierpnia 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,35% | 32 553 NS | 30 kwietnia 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,34% | 454 860 SH | 8 sierpnia 2026 | Dziennie |
| BKMC · BNY Mellon ETF Trust | 0,33% | 48 280 NS | 30 kwietnia 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,32% | 9 600 NS | 30 kwietnia 2026 | N-PORT |
| ESML · iShares Trust | 0,32% | 178 533 SH | 8 sierpnia 2026 | Dziennie |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,31% | 133 334 SH | 8 sierpnia 2026 | Dziennie |
| VBR · VANGUARD INDEX FUNDS | 0,26% | 4 099 670 SH | 8 sierpnia 2026 | Dziennie |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,26% | 300 000 | 8 sierpnia 2026 | Dziennie |
| MVV · ProShares Trust | 0,25% | 9 790 NS | 31 maja 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,24% | 4 692 NS | 30 kwietnia 2026 | N-PORT |
| IWP · iShares Trust | 0,22% | 864 682 SH | 8 sierpnia 2026 | Dziennie |
| NULG · Nushares ETF Trust | 0,22% | 137 181 NS | 30 kwietnia 2026 | N-PORT |
| ISCB · iShares Trust | 0,22% | 12 003 SH | 8 sierpnia 2026 | Dziennie |
| SCHM · SCHWAB STRATEGIC TRUST | 0,22% | 765 495 NS | 31 maja 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,21% | 1 566 NS | 31 marca 2026 | N-PORT |
| IYF · iShares Trust | 0,21% | 178 521 SH | 8 sierpnia 2026 | Dziennie |
| IYG · iShares Trust | 0,19% | 80 205 SH | 8 sierpnia 2026 | Dziennie |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,18% | 5 253 000 | 8 sierpnia 2026 | Dziennie |
| SMMD · iShares Trust | 0,18% | 128 797 SH | 8 sierpnia 2026 | Dziennie |
| UMDD · ProShares Trust | 0,18% | 1 367 NS | 31 maja 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,15% | 6 458 916 SH | 8 sierpnia 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,14% | 75 779 NS | 30 kwietnia 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 3 230 157 SH | 8 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,14% | 458 669 SH | 8 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,13% | 17 101 SH | 8 sierpnia 2026 | Dziennie |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,10% | 11 734 NS | 31 maja 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1 056 019 SH | 8 sierpnia 2026 | Dziennie |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,09% | 9 310 NS | 31 maja 2026 | N-PORT |
| DGRO · iShares Trust | 0,07% | 598 720 SH | 8 sierpnia 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 11 224 SH | 8 sierpnia 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,06% | 29 190 NS | 30 kwietnia 2026 | N-PORT |