EVR Klasa A Evercore Inc. Class A Common Stock
NYSE · Financial Services · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Sie 5, 2026
$261,68
· % zakresu 52 tyg.
· powyżej minimum
· do maksimum
$251,1352tyg. minimum
$388,7152tyg. maksimum
P/E (TTM)
14.8
EPS (TTM)
$17.73
Przychody (TTM)
$4.74B
Twoje odznaki
Zakres 52 tyg.
$251–$389
Ocena Analityków
BUY
Cena Docelowa
$364
P/E
14.8
ROE
42.4%
Marża Zysku Netto
15.7%
Twój pasek odznak jest pusty — przypnij metrykę w dowolnym miejscu na tej stronie.
EVR Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$261.68
P/E (TTM)
14.8
EPS (TTM)
$17.73
Przychody (TTM)
$4.74B
ROE (TTM)
42.4%
D/E Dług/Kapitał (MRQ)
0.0
Zakres 52 tyg.
$251–$389
EVR Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
zakres
kreski
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody$3.88B2023-12-31 → 2025-12-31
EPS$14.052023-12-31 → 2025-12-31
Wolny przepływ pieniężny$1.18B2023-12-31 → 2025-12-31
Marża netto15.7%2023-12-31 → 2025-12-31
Wycena i wskaźniki
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | EVR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 14.8 | · | 17.4 | Zawyżona wycena | |
| PEG Ratio (Współczynnik PEG) | ≈1.3 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | EVR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| EBITDA Margin (Marża EBITDA) | 0.74% | · | 1.3% | Słaby | |
| Marża przed opodatkowaniem (TTM) | 21.3% | · | 14.7% | Zgodnie z | |
| Marża Zysku Netto (TTM) | 15.7% | · | 11.1% | Zgodnie z | |
| ROA (TTM) | 17.8% | · | 2.1% | Najwyższa półka | |
| ROE (TTM) | 42.4% | · | 16.1% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | EVR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.0 | · | · | · | |
| Wskaźnik bieżący (MRQ) | 2.5 | · | · | · | |
| Quick Ratio (Wskaźnik Szybkości) | 1.7 | · | · | · |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | EVR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 29.5% | · | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 11.8% | · | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 11.2% | · | · | · | |
| EPS YoY | 54.7% | · | · | · | |
| Net Income YoY (Zysk Netto R/R) | 56.5% | · | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 6.6% | · | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 11.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 7.5% | · | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 11.0% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | EVR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.8 | · | 0.2 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$1.4M | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Wskaźnik Wypłaty Dywidendy24.4%
Zannualizowane wypłaty≈$3.56
CAGR dywidendy 5-letni≈7.7%
Seria wzrostów≈17
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Sie 28, 2026 | $0,89 | USD | ≈1.2% |
| Maj 29, 2026 | $0,89 | USD | ≈1.0% |
| Lut 27, 2026 | $0,84 | USD | ≈1.1% |
| Lis 28, 2025 | $0,84 | USD | ≈1.0% |
| Sie 29, 2025 | $0,84 | USD | ≈1.0% |
| Maj 30, 2025 | $0,84 | USD | ≈1.4% |
| Lut 28, 2025 | $0,80 | USD | ≈1.3% |
| Lis 29, 2024 | $0,80 | USD | ≈1.0% |
| Sie 30, 2024 | $0,80 | USD | ≈1.3% |
| Maj 31, 2024 | $0,80 | USD | ≈1.5% |
| Lut 22, 2024 | $0,76 | USD | ≈1.6% |
| Lis 22, 2023 | $0,76 | USD | ≈2.1% |
| Sie 24, 2023 | $0,76 | USD | ≈2.2% |
| Maj 25, 2023 | $0,76 | USD | ≈2.7% |
| Lut 23, 2023 | $0,72 | USD | ≈2.3% |
| Lis 23, 2022 | $0,72 | USD | ≈2.5% |
| Sie 25, 2022 | $0,72 | USD | ≈2.8% |
| Maj 26, 2022 | $0,72 | USD | ≈2.5% |
| Lut 24, 2022 | $0,68 | USD | ≈2.2% |
| Lis 24, 2021 | $0,68 | USD | ≈1.8% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
36.4%
Następny raport
Paź 27, 2026
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 28, 2026 | $2.91 | $2.79 | 4.1% |
| 31 marca 2026 | $7.53 | $5.13 | 46.6% | |
| 31 grudnia 2025 | $5.13 | $4.08 | 25.7% | |
| 30 września 2025 | $3.48 | $3.29 | 5.9% | |
| 30 czerwca 2025 | $2.42 | $1.80 | 34.5% | |
| 31 marca 2025 | $3.49 | $1.73 | 101.7% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Operating Expenses | $3.07B | $2.45B | $2.07B | $2.07B | $2.19B | $1.74B | $1.57B | $1.52B | $1.28B | $1.18B | $1.09B | $745M | |
| Interest Expense | $24M | $17M | $17M | $17M | $18M | $21M | $20M | $18M | $20M | $17M | $17M | $16M | |
| Pretax Income | $794M | $533M | $366M | $704M | $1.12B | $541M | $449M | $551M | $438M | $268M | $135M | $176M | |
| Income Tax | $153M | $115M | $81M | $173M | $248M | $128M | $95M | $109M | $258M | $119M | $77M | $69M | |
| Net Income | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| EPS (Basic) | $15.29 | $9.86 | $6.71 | $12.15 | $18.48 | $8.64 | $7.44 | $9.29 | $3.16 | $2.74 | $1.15 | $2.42 | |
| EPS (Diluted) | $14.05 | $9.08 | $6.37 | $11.61 | $17.08 | $8.22 | $6.89 | $8.33 | $2.80 | $2.43 | $0.98 | $2.08 | |
| Shares (Basic) | 38,712,000 | 38,365,000 | 38,101,000 | 39,224,000 | 40,054,000 | 40,553,000 | 39,994,000 | 40,595,000 | 39,641,000 | 39,220,000 | 37,161,000 | 35,827,000 | |
| Shares (Diluted) | 42,131,000 | 41,646,000 | 40,099,000 | 41,037,000 | 43,321,000 | 42,623,000 | 43,194,000 | 45,279,000 | 44,826,000 | 44,193,000 | 43,699,000 | 41,843,000 | |
| EBITDA | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.43B | $873M | $597M | $663M | $578M | $830M | $634M | $791M | $610M | $559M | $449M | $352M | |
| Short-term Investments | $1.58B | $1.52B | $1.44B | $1.43B | $1.78B | $1.06B | $624M | $305M | $129M | $66M | · | · | |
| Other Current Assets | $232M | $140M | $174M | $204M | $59M | $92M | $88M | $28M | $30M | $24M | $16M | $20M | |
| Current Assets | $3.86B | $2.99B | $2.61B | $2.71B | $2.80B | $2.37B | $1.69B | $1.48B | $1.00B | $926M | $749M | $683M | |
| PP&E (Net) | $190M | $145M | $138M | $143M | $149M | $149M | $127M | $81M | $69M | $52M | $48M | $43M | |
| PP&E (Gross) | $360M | $296M | $351M | $330M | $314M | $288M | $244M | $171M | $139M | $105M | $91M | $77M | |
| Accum. Depreciation | $170M | $151M | $213M | $187M | $166M | $140M | $117M | $89M | $70M | $54M | $43M | $34M | |
| Goodwill | $231M | $124M | $125M | $123M | $128M | $129M | $131M | $131M | $134M | $161M | $166M | $218M | |
| Intangibles | $30M | $0 | · | $0 | $336.0K | $698.0K | $2M | $10M | $20M | $29M | $41M | $70M | |
| Other Non-current Assets | $278M | $174M | $147M | $110M | $141M | $103M | $90M | $89M | · | · | · | · | |
| Total Assets | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B | |
| Accounts Payable | $45M | $29M | $26M | $29M | $32M | $38M | $40M | $38M | $34M | $31M | $44M | $37M | |
| Short-term Debt | $48M | $38M | $0 | · | $0 | $38M | $0 | · | · | · | · | · | |
| Current Liabilities | $1.78B | $1.23B | $910M | $1.07B | $1.30B | $1.06B | $669M | $750M | $464M | $463M | $408M | $385M | |
| Capital Leases | $508M | $494M | $434M | $278M | $297M | $300M | $217M | $0 | · | · | · | · | |
| Deferred Tax | $5M | $0 | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $142M | $119M | $150M | $113M | $126M | $102M | $126M | $105M | $59M | $57M | $36M | $26M | |
| Total Liabilities | $3.04B | $2.23B | $1.92B | $1.89B | $2.17B | $1.88B | $1.47B | $1.12B | $789M | $879M | $772M | $730M | |
| Total Debt | $48M | $38M | · | · | $0 | $38M | · | · | · | · | · | · | |
| Paid-in Capital | $4.02B | $3.51B | $3.16B | $2.86B | $2.46B | $2.27B | $2.02B | $1.82B | $1.60B | $1.37B | $1.21B | $950M | |
| Retained Earnings | $2.58B | $2.13B | $1.89B | $1.77B | $1.42B | $799M | $558M | $365M | $79M | $20M | $-28M | $-18M | |
| Treasury Stock | $4.56B | $3.90B | $3.45B | $3.07B | $2.55B | $1.82B | $1.68B | $1.40B | $1.11B | $812M | $644M | $361M | |
| AOCI | $-13M | $-36M | $-27M | $-28M | $-12M | $-10M | $-28M | $-30M | $-31M | $-50M | $-35M | $-20M | |
| Stockholders' Equity | $2.03B | $1.71B | $1.58B | $1.54B | $1.32B | $1.23B | $870M | $758M | $544M | $527M | $505M | $551M | |
| Liabilities + Equity | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B | $2.60B | $2.13B | $1.58B | $1.66B | $1.48B | $1.45B |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $24M | $24M | $27M | $28M | $25M | $23M | $18M | $15M | $13M | $10M | $8M | |
| Stock-based Comp | $675M | $570M | $515M | $467M | $422M | $367M | $360M | $294M | $230M | $258M | $208M | $112M | |
| Deferred Tax | $15M | $8M | $-3M | $-855.0K | $29M | $14M | $-11M | $-4M | $148M | $10M | $-4M | $14M | |
| Amort. of Intangibles | $4M | · | · | $336.0K | $362.0K | $2M | $8M | $9M | $10M | $12M | $17M | $8M | |
| Restructuring | · | · | · | · | · | · | $8M | · | · | · | · | · | |
| Other Non-cash | $-55M | $8M | $-334M | $-439M | $166M | $222M | $-166M | $165M | $-3M | $27M | $307M | $107M | |
| Operating Cash Flow | $1.26B | $988M | $458M | $531M | $1.38B | $978M | $505M | $850M | $507M | $422M | $368M | $216M | |
| CapEx | $74M | $30M | $20M | $23M | $28M | $53M | $71M | $33M | $31M | $18M | $16M | $14M | |
| Investing Cash Flow | $-98M | $-67M | $16M | $313M | $-706M | $-484M | $-373M | $-213M | $-55M | $-46M | $-26M | $25M | |
| Dividends Paid | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M | |
| Financing Cash Flow | $-636M | $-629M | $-557M | $-736M | $-925M | $-308M | $-290M | $-453M | $-419M | $-238M | $-235M | $-180M | |
| Net Change in Cash | $554M | $277M | $-67M | $85M | $-251M | $194M | $-156M | $183M | $42M | $112M | $97M | $54M | |
| Taxes Paid | $117M | $98M | $75M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $1.18B | $958M | $438M | $508M | $1.36B | $925M | $434M | $816M | $485M | $398M | $341M | $202M | |
| Levered FCF | $1.16B | $945M | $425M | $495M | $1.34B | $909M | $418M | $802M | $477M | $388M | $333M | $193M |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.3% | 12.6% | 10.5% | 17.2% | 22.4% | 15.3% | 14.7% | 18.1% | 7.3% | 7.4% | 3.5% | 9.3% | |
| Pretax Margin | 20.5% | 17.8% | 15.0% | 25.3% | 33.8% | 23.7% | 22.1% | 26.5% | 25.4% | 18.4% | 10.9% | 18.9% | |
| EBITDA Margin | 0.74% | 0.82% | 1.0% | 0.99% | 0.84% | 1.1% | 1.1% | 0.86% | 0.87% | 0.90% | 0.84% | 0.89% | |
| ROA | 12.4% | 9.8% | 7.4% | 14.1% | 20.9% | 11.7% | 12.4% | 19.7% | 8.0% | 6.9% | 3.0% | 6.5% | |
| ROE | 31.7% | 23.0% | 16.4% | 33.4% | 58.0% | 33.4% | 36.5% | 57.9% | 23.4% | 20.8% | 8.1% | 16.5% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 2.4 | 2.9 | 2.5 | 2.2 | 2.2 | 2.5 | 2.0 | 2.2 | 2.0 | 1.8 | 1.8 | |
| Quick Ratio | 1.7 | 1.9 | 2.2 | 2.0 | 1.8 | 1.8 | 1.9 | 1.5 | 1.6 | 1.2 | 1.1 | 0.9 | |
| Debt / Equity | 0.0 | 0.0 | · | · | 0.0 | 0.0 | · | · | · | · | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.7 | 0.8 | 0.9 | 0.8 | 0.8 | 1.1 | 1.1 | 0.9 | 0.9 | 0.7 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $92.10 | $71.95 | $60.92 | $67.72 | $76.34 | $53.62 | $46.97 | $45.99 | $38.47 | $32.96 | $28.38 | $22.26 | |
| Cash Flow / Share | $29.82 | $23.73 | $11.42 | $12.95 | $31.97 | $22.95 | $11.68 | $18.76 | $11.52 | $9.42 | $8.17 | $5.16 | |
| Dividend / Share | $3.32 | $3.16 | $3.00 | $2.84 | $2.65 | $2.35 | $2.24 | $1.90 | $1.42 | $1.27 | $1.15 | $1.03 | |
| Dividend Paid / Share | $3.32 | $3.16 | $3.00 | $2.84 | $2.65 | $2.35 | $2.24 | $1.90 | $1.42 | $1.27 | $1.15 | $1.03 | |
| EPS (TTM) | $14.05 | $9.08 | $6.37 | $11.61 | $17.08 | $8.22 | $6.89 | $8.33 | $2.80 | $2.43 | $0.98 | $2.08 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 29.5% | 22.7% | -12.1% | -16.0% | 44.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.8% | -3.2% | 2.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.7% | 42.5% | -45.1% | -32.0% | 107.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 6.6% | -19.0% | -8.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 56.5% | 48.1% | -46.4% | -35.6% | 111.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.5% | -20.1% | -10.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B | $2.03B | $2.08B | $1.72B | $1.46B | $1.24B | $931M | |
| Net Income TTM | $592M | $378M | $255M | $477M | $740M | $351M | $297M | $377M | $125M | $108M | $43M | $87M | |
| P/E | 24.2 | 30.5 | 26.9 | 9.4 | 8.0 | 13.3 | 10.9 | 8.6 | 32.1 | 28.3 | 55.2 | 25.2 | |
| Earnings Yield | 4.1% | 3.3% | 3.7% | 10.6% | 12.6% | 7.5% | 9.2% | 11.6% | 3.1% | 3.5% | 1.8% | 4.0% | |
| Payout Ratio | 24.4% | 35.9% | 50.0% | 26.7% | 16.1% | 30.4% | 32.6% | 20.5% | 45.1% | 47.9% | 107.6% | 44.6% | |
| Annual Payout | $144M | $136M | $128M | $127M | $119M | $107M | $97M | $77M | $57M | $52M | $46M | $39M |
Rachunek zysków i strat
| 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 | $998M | $1.40B | $1.30B | $1.05B | $838M | $699M | $980M | $738M | $693M | $585M | $788M | $574M | $504M | $576M | $835M | $581M | |
| Operating Expenses | $844M | $1.06B | $976M | $823M | $683M | $584M | $763M | $612M | $581M | $497M | $666M | $493M | $442M | $465M | $621M | $447M | |
| Interest Expense | $8M | $9M | $9M | $7M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Pretax Income | $148M | $332M | $313M | $217M | $151M | $112M | $214M | $123M | $110M | $86M | $120M | $78M | $59M | $108M | $211M | $132M | |
| Income Tax | $41M | $9M | $91M | $60M | $44M | $-42M | $59M | $35M | $28M | $-7M | $28M | $20M | $17M | $16M | $58M | $41M | |
| Net Income | $95M | $301M | $204M | $145M | $97M | $146M | $140M | $78M | $74M | $86M | $83M | $52M | $37M | $83M | $140M | $82M | |
| EPS (Basic) | $2.47 | $7.73 | $5.27 | $3.73 | $2.51 | $3.78 | $3.66 | $2.05 | $1.92 | $2.23 | $2.19 | $1.38 | $0.97 | $2.17 | $3.61 | $2.11 | |
| EPS (Diluted) | $2.32 | $7.20 | $4.80 | $3.41 | $2.36 | $3.48 | $3.32 | $1.86 | $1.81 | $2.09 | $2.06 | $1.30 | $0.95 | $2.06 | $3.46 | $2.03 | |
| Shares (Basic) | 38,631,000 | 38,969,000 | · | 38,721,000 | 38,715,000 | 38,718,000 | · | 38,294,000 | 38,502,000 | 38,438,000 | · | 37,823,000 | 38,211,000 | 38,510,000 | · | 39,114,000 | |
| Shares (Diluted) | 41,134,000 | 41,850,000 | · | 42,419,000 | 41,213,000 | 42,058,000 | · | 42,038,000 | 40,857,000 | 41,080,000 | · | 40,000,000 | 39,288,000 | 40,439,000 | · | 40,527,000 | |
| EBITDA | · | $14M | · | · | · | $3M | · | · | · | $2M | · | · | · | $5M | · | · |
Bilans
| 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 | $1.26B | $986M | $1.43B | $852M | $617M | $553M | $873M | $533M | $632M | $570M | $597M | $493M | $521M | $579M | $663M | $473M | |
| Short-term Investments | $1.15B | $1.04B | $1.58B | $1.57B | $1.12B | $811M | $1.52B | $1.29B | $1.06B | $865M | · | $1.14B | $962M | $803M | · | $1.31B | |
| Other Current Assets | $155M | $168M | $232M | $162M | $183M | $175M | $140M | $212M | $166M | $126M | · | $141M | $154M | $113M | · | $109M | |
| Current Assets | $3.20B | $2.81B | $3.86B | $3.14B | $2.44B | $2.05B | $2.99B | $2.48B | $2.24B | $1.92B | · | $2.13B | $1.98B | $1.81B | · | $2.22B | |
| PP&E (Net) | $189M | $187M | $190M | $189M | $183M | $161M | $145M | $137M | $135M | $133M | · | $142M | $143M | $142M | · | $146M | |
| PP&E (Gross) | · | · | $360M | · | · | · | $296M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $182M | $176M | $170M | $167M | $162M | $155M | $151M | $233M | $225M | $219M | · | $206M | $202M | $194M | · | $178M | |
| Goodwill | $228M | $227M | $231M | $129M | $129M | $126M | $124M | $128M | $125M | $125M | $125M | $124M | $125M | $124M | $123M | $120M | |
| Intangibles | $22M | $26M | $30M | · | · | · | $0 | · | · | · | · | · | · | · | · | $62.0K | |
| Other Non-current Assets | $285M | $290M | $278M | $208M | $194M | $193M | $174M | $159M | $136M | $142M | · | $134M | $122M | $119M | · | $102M | |
| Total Assets | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | $3.70B | $3.23B | $3.05B | $2.75B | $3.62B | $3.15B | |
| Accounts Payable | $43M | $39M | $45M | $37M | $40M | $41M | $29M | $36M | $36M | $30M | · | $29M | $34M | $29M | · | $33M | |
| Short-term Debt | $0 | $0 | $48M | $48M | $86M | $86M | $38M | $38M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.30B | $1.02B | $1.78B | $1.16B | $864M | $629M | $1.23B | $832M | $621M | $393M | · | $563M | $462M | $343M | · | $749M | |
| Capital Leases | $488M | $497M | $508M | $483M | $492M | $500M | $494M | $431M | $423M | $428M | · | $438M | $421M | $289M | · | $277M | |
| Deferred Tax | $0 | $4M | $5M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $136M | $108M | $142M | $93M | $66M | $48M | $119M | $130M | $114M | $108M | · | $136M | $128M | $115M | · | $97M | |
| Total Liabilities | $2.52B | $2.23B | $3.04B | $2.34B | $1.77B | $1.52B | $2.23B | $1.79B | $1.59B | $1.36B | · | $1.57B | $1.45B | $1.18B | · | $1.56B | |
| Total Debt | $0 | $0 | · | $48M | $86M | $86M | · | $38M | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $4.27B | $4.14B | $4.02B | $3.82B | $3.71B | $3.60B | $3.51B | $3.42B | $3.33B | $3.25B | · | $3.09B | $3.01B | $2.93B | · | $2.81B | |
| Retained Earnings | $2.90B | $2.85B | $2.58B | $2.41B | $2.31B | $2.25B | $2.13B | $2.03B | $1.98B | $1.95B | · | $1.84B | $1.82B | $1.82B | · | $1.66B | |
| Treasury Stock | $5.30B | $5.18B | $4.56B | $4.41B | $4.35B | $4.31B | $3.90B | $3.87B | $3.77B | $3.72B | · | $3.45B | $3.41B | $3.35B | · | $3.01B | |
| AOCI | $-22M | $-23M | $-13M | $-15M | $-11M | $-28M | $-36M | $-20M | $-31M | $-30M | · | $-28M | $-20M | $-26M | · | $-51M | |
| Stockholders' Equity | $1.86B | $1.78B | $2.03B | $1.81B | $1.66B | $1.51B | $1.71B | $1.56B | $1.52B | $1.44B | · | $1.45B | $1.41B | $1.38B | · | $1.41B | |
| Liabilities + Equity | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | $3.27B | $4.17B | $3.57B | $3.32B | $3.01B | · | $3.23B | $3.05B | $2.75B | · | $3.15B |
Przepływy pieniężne
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $14M | $25M | $157.0K | $1M | $3M | $24M | $-664.0K | $-832.0K | $2M | $17M | $952.0K | $822.0K | $5M | $6M | $7M | |
| Stock-based Comp | $220M | $196M | $167M | $179M | $181M | $148M | $137M | $144M | $149M | $139M | $122M | $121M | $142M | $130M | $110M | $119M | |
| Other Non-cash | · | $-737M | · | · | · | $-847M | · | · | · | $-508M | · | · | · | $-604M | · | · | |
| Operating Cash Flow | $526M | $-226M | $807M | $561M | $438M | $-550M | $686M | $234M | $348M | $-281M | $416M | $248M | $179M | $-385M | $374M | $326M | |
| CapEx | $11M | $3M | $9M | $19M | $26M | $20M | $13M | $8M | $8M | $1M | $1M | $6M | $8M | $5M | $4M | $8M | |
| Investing Cash Flow | $-90M | $525M | $-10M | $-454M | $-314M | $680M | $-247M | $-205M | $-193M | $577M | $-275M | $-190M | $-151M | $631M | $-105M | $-197M | |
| Dividends Paid | $35M | $50M | $32M | $33M | $33M | $46M | $31M | $31M | $31M | $43M | $29M | $29M | $29M | $41M | $28M | $28M | |
| Financing Cash Flow | $-159M | $-731M | $-226M | $133M | $-81M | $-461M | $-78M | $-140M | $-92M | $-319M | $-47M | $-77M | $-96M | $-337M | $-104M | $-70M | |
| Net Change in Cash | $271M | $-440M | $575M | $234M | $65M | $-319M | $340M | $-98M | $62M | $-27M | $104M | $-28M | $-59M | $-84M | $190M | $29M | |
| Taxes Paid | $57M | $43M | · | · | $13M | $27M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $-229M | · | · | · | $-569M | · | · | · | $-282M | · | · | · | $-390M | · | · | |
| Levered FCF | · | $-238M | · | · | · | $-575M | · | · | · | $-287M | · | · | · | $-393M | · | · |
Rentowność
| 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 | 9.5% | 21.5% | · | 13.8% | 11.6% | 20.9% | · | 10.6% | 10.6% | 14.6% | · | 9.1% | 7.4% | 14.5% | · | 14.2% | |
| Pretax Margin | 14.8% | 23.7% | · | 20.8% | 18.0% | 16.0% | · | 16.7% | 15.9% | 14.8% | · | 13.7% | 11.8% | 18.8% | · | 22.8% | |
| EBITDA Margin | · | 0.98% | · | · | · | 0.37% | · | · | · | 0.33% | · | · | · | 0.92% | · | · | |
| ROA | 2.3% | 7.9% | · | 3.6% | 2.8% | 4.7% | · | 2.3% | 2.3% | 3.0% | · | 1.6% | 1.2% | 2.9% | · | 2.6% | |
| ROE | 5.4% | 18.3% | · | 8.6% | 6.1% | 9.9% | · | 5.2% | 5.1% | 6.1% | · | 3.6% | 2.7% | 6.0% | · | 6.3% |
Płynność i wypłacalność
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | 2.8 | · | 2.7 | 2.8 | 3.3 | · | 3.0 | 3.6 | 4.9 | · | 3.8 | 4.3 | 5.3 | · | 3.0 | |
| Quick Ratio | 1.9 | 2.0 | · | 2.1 | 2.0 | 2.2 | · | 2.2 | 2.7 | 3.7 | · | 2.9 | 3.2 | 4.0 | · | 2.4 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.0 | · | · | · | · | · | · | · | · |
Efektywność
| 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 | 0.2 | 0.4 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Na akcję
| 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 / Share | $24.27 | $33.46 | · | $24.66 | $20.33 | $16.62 | · | $17.57 | $16.97 | $14.24 | · | $14.36 | $12.82 | $14.25 | · | $14.34 | |
| Cash Flow / Share | · | $-5.40 | · | · | · | $-13.07 | · | · | · | $-6.85 | · | · | · | $-9.51 | · | · | |
| Dividend / Share | $0.89 | $0.84 | $0.84 | $0.84 | $0.84 | $0.80 | $0.80 | $0.80 | $0.80 | $0.76 | · | $0.76 | $0.76 | $0.72 | · | $0.72 | |
| Dividend Paid / Share | $0.89 | $0.84 | $0.84 | $0.84 | $0.84 | $0.80 | $0.80 | $0.80 | $0.80 | $0.76 | · | $0.76 | $0.76 | $0.72 | · | $0.72 | |
| EPS (TTM) | $17.73 | $17.77 | · | $12.57 | $11.02 | $10.47 | · | $7.82 | $7.26 | $6.40 | · | $7.77 | $8.50 | $9.88 | · | $15.03 |
Wycena (TTM)
| 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 | $4.74B | $4.58B | · | $3.56B | $3.26B | $3.11B | · | $2.81B | $2.64B | $2.45B | · | $2.49B | $2.50B | $2.63B | · | $3.06B | |
| Net Income TTM | $745M | $747M | · | $528M | $462M | $439M | · | $321M | $294M | $258M | · | $313M | $343M | $402M | · | $632M | |
| P/E | 19.3 | 16.8 | · | 26.8 | 24.5 | 19.1 | · | 32.4 | 28.7 | 30.1 | · | 17.7 | 14.5 | 11.7 | · | 5.5 | |
| Earnings Yield | 5.2% | 5.9% | · | 3.7% | 4.1% | 5.2% | · | 3.1% | 3.5% | 3.3% | · | 5.6% | 6.9% | 8.6% | · | 18.3% | |
| Payout Ratio | · | 16.5% | · | · | · | 31.8% | · | · | · | 50.4% | · | · | · | 49.4% | · | · | |
| Annual Payout | $150M | $148M | · | $143M | $141M | $139M | · | $134M | $132M | $130M | · | $127M | $127M | $127M | · | $126M |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Przychody | $3.88B | · | · | $3.00B | · |
| Zysk netto | $592M | · | · | $378M | · |
| Rozwodniony EPS | $14.05 | · | · | $9.08 | · |
| Wskaźnik | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.0 | · | · | 0.0 | · |
| Wskaźnik bieżący | 2.2 | · | · | 2.4 | · |
| Wskaźnik Szybkości | 1.7 | · | · | 1.9 | · |
| Wskaźnik | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.18B | · | · | $958M | · |
Właściciele instytucjonalni (13F) 752 emitenci · $13.3B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Posiadacze
752
Wartość posiadanych akcji
$13.3B
Nowe pozycje
104
Zamknięte pozycje
42
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 104 (-23 vs poprzedni kw.) | 42 (-28 vs poprzedni kw.) | 248 (-25 vs poprzedni kw.) | 254 (+69 vs poprzedni kw.) | +1.1M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1 306 610 018 | 3 840 147 | 9,84% | Akcje |
| BlackRock, Inc. | $1 268 662 228 | 3 715 623 | 9,56% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $667 907 856 | 1 956 150 | 5,03% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $584 197 541 | 1 710 982 | 4,40% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $573 690 902 | 1 680 210 | 4,32% | Akcje |
| Invesco Ltd. | $547 216 798 | 1 602 673 | 4,12% | Akcje |
| STATE STREET CORP | $411 817 271 | 1 206 119 | 3,10% | Akcje |
| FMR LLC | $386 674 023 | 1 132 481 | 2,91% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $375 109 792 | 1 098 427 | 2,83% | Akcje |
| MORGAN STANLEY | $274 182 375 | 803 015 | 2,07% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $217 655 708 | 637 464 | 1,64% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $213 395 561 | 624 987 | 1,61% | Akcje |
| Boston Partners | $209 823 740 | 614 517 | 1,58% | Akcje |
| TD Asset Management Inc | $207 974 177 | 609 109 | 1,57% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $189 970 094 | 556 420 | 1,43% | Akcje |
| UBS Group AG | $171 881 920 | 503 403 | 1,29% | Akcje |
| Fisher Asset Management, LLC | $144 728 088 | 423 875 | 1,09% | Akcje |
| NORGES BANK | $142 394 479 | 417 041 | 1,07% | Akcje |
| JPMORGAN CHASE & CO | $137 519 042 | 409 197 | 1,04% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $134 224 161 | 393 112 | 1,01% | Akcje |
| PRIMECAP MANAGEMENT CO/CA/ | $128 432 656 | 376 150 | 0,97% | Akcje |
| NORTHERN TRUST CORP | $120 637 581 | 353 320 | 0,91% | Akcje |
| GOLDMAN SACHS GROUP INC | $119 395 883 | 349 683 | 0,90% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118 529 872 | 347 147 | 0,89% | Akcje |
| Point72 Asset Management, L.P. | $117 633 250 | 344 521 | 0,89% | Akcje |
| Capital International Investors | $110 881 616 | 324 747 | 0,84% | Akcje |
| Artemis Investment Management LLP | $107 813 777 | 315 762 | 0,81% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105 882 317 | 310 105 | 0,80% | Akcje |
| Bank of New York Mellon Corp | $103 397 520 | 302 828 | 0,78% | Akcje |
| Paralel Advisors LLC | $102 432 000 | 300 000 | 0,77% | Akcje |
| Stephens Investment Management Group LLC | $96 570 158 | 282 832 | 0,73% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94 031 893 | 275 398 | 0,71% | Akcje |
| Qube Research & Technologies Ltd | $85 392 437 | 250 095 | 0,64% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $83 007 137 | 243 109 | 0,63% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $81 771 458 | 239 490 | 0,62% | Akcje |
| BANK OF AMERICA CORP /DE/ | $74 445 784 | 218 035 | 0,56% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $74 163 500 | 217 208 | 0,56% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $67 581 902 | 197 932 | 0,51% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $67 481 519 | 197 638 | 0,51% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $66 491 001 | 194 737 | 0,50% | Akcje |
| Azora Capital LP | $63 517 400 | 186 028 | 0,48% | Akcje |
| Quantinno Capital Management LP | $63 156 481 | 184 970 | 0,48% | Akcje |
| Rockefeller Capital Management L.P. | $58 093 198 | 170 140 | 0,44% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $57 805 087 | 172 702 | 0,44% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $53 326 099 | 156 180 | 0,40% | Akcje |
| TimesSquare Capital Management, LLC | $49 542 511 | 165 966 | 0,37% | Akcje |
| ROYCE & ASSOCIATES LP | $47 550 983 | 139 266 | 0,36% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $45 775 154 | 134 065 | 0,34% | Akcje |
| AMERIPRISE FINANCIAL INC | $43 389 294 | 127 099 | 0,33% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41 469 000 | 121 454 | 0,31% | Akcje |
Aktywiści i właściciele 5%+ 1 akcja
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 |
|---|---|---|---|---|---|
| Edward S. Hyman ×2 zgłoszenia | 12 lutego 2025 | 4,30% | Aneks | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insiderzy spółki 34 insiderów · 19 dyrektorzy generalni · 18 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| John S Weinberg | CEO/Chairman | 19 lutego 2026 A | 636 890 | 0 | 0 | $0 |
| Ralph Schlosstein | Co-CEO/Co-Chairman | 15 lutego 2022 A | 239 674 | 0 | 0 | $0 |
| Ostoa Augusto Arellano | CEO of EVR Mexico | 12 lutego 2019 A | 17 046 | 0 | 0 | $0 |
| Andrew Sibbald | CEO EVR Partners International | 12 lutego 2019 A | 100 581 | 0 | 0 | $0 |
| Pedro Aspe | CEO of EVR Mexico | 11 grudnia 2015 A | 340 763 | 0 | 0 | $0 |
| Austin M Beutner | President, Co-CEO, CIO | 3 marca 2008 A | 447 307 | 0 | 0 | $0 |
| Timothy Gilbert Lalonde | Chief Financial Officer | 11 czerwca 2026 S | 34 800 | 0 | 1 | $-2 678 612 |
| Celeste Mellet | Chief Financial Officer | 6 lipca 2022 F | 33 495 | 0 | 0 | $0 |
| David E Wezdenko | Chief Financial Officer | 23 maja 2007 C | 5 000 | 0 | 0 | $0 |
| Matthew Lindsey-Clark | Co-Head EMEA IB | 19 lutego 2026 A | 27 847 | 0 | 0 | $0 |
| Jason Klurfeld | General Counsel | 19 lutego 2026 A | 57 793 | 0 | 1 | $-1 800 000 |
| Paul Pensa | Contr, Prin. Acct.Officer | 19 lutego 2026 A | 6 889 | 0 | 1 | $-507 950 |
| Roger C Altman | Founder and Senior Chairman | 19 lutego 2026 A | 84 152 | 0 | 0 | $0 |
| Edward S. Hyman | Vice Chair EVR & Chairman EISI | 10 lutego 2025 S | 1 643 035 | 0 | 0 | $0 |
| Robert B Walsh | Principal Financial Officer | 1 czerwca 2021 S | 55 558 | 0 | 0 | $0 |
| Adam B Frankel | General Counsel | 24 listopada 2017 S | 58 401 | 0 | 0 | $0 |
| Eduardo G Mestre | Vice Chairman | 13 lutego 2012 S | 194 803 | 0 | 0 | $0 |
| Bernard J Taylor | Co-Vice Chairman | 9 grudnia 2011 A | 33 269 | 0 | 0 | $0 |
| William Hiltz | Senior Managing Director | 11 września 2009 A | 88 096 | 0 | 0 | $0 |
| Sarah K Williamson | Dyrektor | 10 czerwca 2026 A | 14 072 | 1 | 0 | $580 860 |
| Sir Simon Robertson | Dyrektor | 10 czerwca 2026 A | 9 715 | 0 | 0 | $0 |
| Pamela G Carlton | Dyrektor | 10 czerwca 2026 A | 3 845 | 0 | 1 | $-65 877 |
| Gail Block Harris | Dyrektor | 10 czerwca 2026 A | 40 151 | 0 | 0 | $0 |
| William J Wheeler | Dyrektor | 10 czerwca 2026 A | 12 642 | 0 | 0 | $0 |
| Wilard J Overlock JR | Dyrektor | 10 czerwca 2026 A | 15 279 | 0 | 0 | $0 |
| Ellen V Futter | Dyrektor | 10 czerwca 2026 A | 7 312 | 0 | 0 | $0 |
| Robert B Millard | Dyrektor | 10 czerwca 2026 A | 53 497 | 0 | 0 | $0 |
| Christine A Varney | Dyrektor | 10 czerwca 2026 A | 884 | 0 | 0 | $0 |
| Richard I Beattie | Dyrektor | 5 grudnia 2023 S | 17 000 | 0 | 0 | $0 |
| Kendrick R Wilson III | Dyrektor | 17 czerwca 2021 A | 3 714 | 0 | 0 | $0 |
| Phalle Francois De Saint | Dyrektor | 15 czerwca 2016 A | 63 090 | 0 | 0 | $0 |
| Curtis A Hessler | Dyrektor | 15 czerwca 2016 A | 18 090 | 0 | 0 | $0 |
| Anthony N Pritzker | Dyrektor | 19 czerwca 2013 A | 9 796 | 0 | 0 | $0 |
| Thomas J Gavenda | · | 2 marca 2007 A | 46 803 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 79 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 |
|---|---|---|---|---|
| XMHQ · Invesco Exchange-Traded Fund Trust | 2,03% | 421 560 SH | 1 października 2026 | Dziennie |
| GRPM · Invesco Exchange-Traded Fund Trust | 0,87% | 16 604 SH | 1 października 2026 | Dziennie |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,60% | 10 753 NS | 31 lipca 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,56% | 19 836 NS | 31 lipca 2026 | N-PORT |
| HFGO · Hartford Funds Exchange-Traded Trust | 0,53% | 3 310 NS | 31 lipca 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,47% | 4 866 NS | 31 lipca 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,43% | 23 664 SH | 19 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,36% | 62 492 SH | 19 sierpnia 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,35% | 4 258 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,33% | 11 327 SH | 11 września 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,32% | 5 124 SH | 1 października 2026 | Dziennie |
| BKMC · BNY Mellon ETF Trust | 0,29% | 5 950 NS | 31 lipca 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,29% | 12 621 SH | 19 sierpnia 2026 | Dziennie |
| MIDU · Direxion Shares ETF Trust | 0,27% | 568 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 15 661 NS | 31 lipca 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,24% | 18 458 NS | 31 lipca 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,21% | 9 050 NS | 31 lipca 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 14 696 NS | 31 lipca 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,18% | 3 228 NS | 31 lipca 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,18% | 8 619 SH | 1 października 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,17% | 243 925 SH | 19 sierpnia 2026 | Dziennie |
| INFO · Harbor ETF Trust | 0,16% | 4 235 NS | 31 lipca 2026 | N-PORT |
| IYF · iShares Trust | 0,16% | 23 993 SH | 11 września 2026 | Dziennie |
| ESML · iShares Trust | 0,15% | 15 127 SH | 11 września 2026 | Dziennie |
| IYG · iShares Trust | 0,15% | 11 658 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 443 909 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,15% | 842 956 SH | 19 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,15% | 61 309 SH | 19 sierpnia 2026 | Dziennie |
| HDUS · Lattice Strategies Trust | 0,15% | 932 NS | 31 lipca 2026 | N-PORT |
| SMMD · iShares Trust | 0,14% | 18 580 SH | 11 września 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,13% | 9 934 NS | 31 lipca 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,13% | 267 497 SH | 19 sierpnia 2026 | Dziennie |
| SMDX · Tidal Trust III | 0,12% | 507 NS | 31 lipca 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,11% | 52 891 NS | 31 lipca 2026 | N-PORT |
| IWS · iShares Trust | 0,10% | 56 096 SH | 11 września 2026 | Dziennie |
| WSML · iShares Trust | 0,10% | 2 336 SH | 11 września 2026 | Dziennie |
| IWR · iShares Trust | 0,08% | 150 675 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 1 855 SH | 1 października 2026 | Dziennie |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,06% | 218 534 SH | 19 sierpnia 2026 | Dziennie |
| VFMO · VANGUARD WELLINGTON FUND | 0,05% | 3 138 SH | 19 sierpnia 2026 | Dziennie |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 146 074 SH | 19 sierpnia 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,05% | 850 NS | 31 lipca 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,05% | 8 934 SH | 1 października 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,05% | 69 989 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,05% | 3 289 NS | 31 lipca 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 22 159 SH | 19 sierpnia 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,04% | 3 996 NS | 31 lipca 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,04% | 1 101 SH | 1 października 2026 | Dziennie |
| IWD · iShares Trust | 0,03% | 82 391 SH | 11 września 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,02% | 9 093 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 1 580 NS | 31 lipca 2026 | N-PORT |
| DGRO · iShares Trust | 0,02% | 33 877 SH | 11 września 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 7 676 SH | 30 września 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 1 166 820 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 6 043 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 3 068 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,02% | 8 296 SH | 19 sierpnia 2026 | Dziennie |
| IUSG · iShares Trust | 0,02% | 20 836 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,02% | 11 475 NS | 31 lipca 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 1 653 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,02% | 50 584 SH | 11 września 2026 | Dziennie |
| IWB · iShares Trust | 0,01% | 25 344 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 10 016 SH | 11 września 2026 | Dziennie |
| IUSV · iShares Trust | 0,01% | 12 462 SH | 11 września 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 304 368 SH | 19 sierpnia 2026 | Dziennie |
| LRGF · iShares Trust | 0,01% | 1 065 SH | 11 września 2026 | Dziennie |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 7 417 198 SH | 19 sierpnia 2026 | Dziennie |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 1 326 266 SH | 19 sierpnia 2026 | Dziennie |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 1 117 658 SH | 19 sierpnia 2026 | Dziennie |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,00% | 4 134 463 SH | 19 sierpnia 2026 | Dziennie |
| VYMI · VANGUARD WHITEHALL FUNDS | 0,00% | 193 110 SH | 19 sierpnia 2026 | Dziennie |
| PXF · Invesco Exchange-Traded Fund Trust … | 0,00% | 48 360 SH | 22 września 2026 | Dziennie |
| IJH · iShares Trust | · | 1 341 124 SH | 11 września 2026 | Dziennie |
| IJK · iShares Trust | · | 139 156 SH | 10 września 2026 | Dziennie |
| IJJ · iShares Trust | · | 75 013 SH | 20 sierpnia 2026 | Dziennie |
| IAI · iShares Trust | · | 47 682 SH | 11 września 2026 | Dziennie |
| XJH · iShares Trust | · | 5 252 SH | 8 września 2026 | Dziennie |
| ISCB · iShares Trust | · | 1 602 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 54 884 SH | 9 września 2026 | Dziennie |
EVR Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
ocena · 15 analityków
KUP
Średni cel
$372.00
+42,2%
3 20,0%
Mocne kupno
6 40,0%
Kup
6 40,0%
Trzymaj
0 0,0%
Sprzedaj
0 0,0%
Mocna sprzedaż
12-miesięczny cel cenowy
10 analityków · 2026-09-29Średnia cel $363.90 +39,1%
← Poniżej wszystkich celów
Aktualna cena $261.68
Niski$303.00
Średnia$363.90
Wysoki$391.00
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| EVR | · | 24.2 | 29.5% | 15.3% | 31.7% | · |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | · |
| LPLA | · | 32.7 | 37.2% | 5.1% | 16.6% | · |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | · |
| JEF | · | 20.3 | 2.9% | 6.3% | 6.6% | · |
| SF | · | 14.2 | 6.7% | 10.8% | 11.7% | · |
| VIRT | · | 6.5 | 26.2% | 12.9% | 58.4% | · |
| HLI | · | 23.1 | 9.6% | 16.3% | 18.6% | · |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| BGC | · | 28.8 | 30.0% | · | · | · |
| PIPR | $1.43B | 5.4 | 24.3% | 14.8% | 21.6% | · |
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Źródło: SEC 10-Q złożone Sie 5, 2026