EWBC East West Bancorp, Inc. - Common Stock
O East West Bancorp, Inc. - Common Stock Przegląd firmy z Wikipedii
East West Bank is an American bank that is the primary subsidiary of East West Bancorp. It is the largest publicly traded bank headquartered in Southern California. The company has been ranked the #1 performing U.S. bank with more than $10 billion in assets by S&P Global Market Intelligence, and the top performing bank in its asset size by Bank Director for three straight years since 2023.
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East West Bank is an American bank that is the primary subsidiary of East West Bancorp. It is the largest publicly traded bank headquartered in Southern California. The company has been ranked the #1 performing U.S. bank with more than $10 billion in assets by S&P Global Market Intelligence, and the top performing bank in its asset size (in excess of $50 billion) by Bank Director for three straight years since 2023.
East West was founded in 1973 in Los Angeles to serve the Chinese American community. As of 2025, the company is involved in commercial banking, residential lending, private equity, media, entertainment, infrastructure, healthcare, clean energy, technology, manufacturing, commercial real estate, and other sectors.
History
In 1973, East West Federal Bank was founded as a federal savings and loan association, focused on serving the Chinese American community in Southern California.
In 1991, during the savings and loan crisis, the company acquired Pacific Coast Savings, which increased the bank's assets from $600 million to $1 billion and expanded operations to San Francisco, California.
In 1992, Dominic Ng was named CEO of the company. East West became a state-chartered commercial bank on July 31, 1995. In 1999, the company acquired First Central Bank for $13.5 million in cash.
In 2004, East West acquired Trust Bank, a Chinese American bank based in Monterey Park, California, with four branches and $235 million in assets, for $32.9 million. In 2005, the company acquired United National Bank, a commercial bank headquartered in San Marino, California, with 11 branches and $665 million in loans receivable, for $177.9 million. In 2006, the company acquired Standard Bank, a Chinese-American bank headquartered in Monterey Park, California, with 6 branches and $923 million in assets, for $200 million.
In 2007, the company acquired Desert Community Bank, a community bank operating in the Victor Valley region of California. Desert Community Bank branches remained branded as such and did not change to East West. In November 2017, East West agreed to sell Desert Community Bank to Flagstar Bank; the deal was completed in March 2018.
In 2009, East West acquired the assets of San Francisco-based United Commercial Bank (UCB), via a transaction facilitated by the Federal Deposit Insurance Corporation. This expanded East West’s reach by 63 branches, including 17 in Southern California, and branches in Houston, Boston, and Atlanta, as well as branches in Hong Kong and China.
In 2010, the company acquired the assets, including four branches, of Washington First International Bank of Seattle, Washington, via a transaction facilitated by the Federal Deposit Insurance Corporation. In 2014, East West acquired MetroCorp Bancshares, which operated as MetroBank, for $268 million in cash and stock.
In 2023, the company was named the top public bank in the United States with more than $10 billion in assets by S&P Global Market Intelligence. That same year, East West celebrated its 50th anniversary and became the largest state-chartered bank in California, surpassing $68 billion in assets.
In 2021, 2023, 2024, and 2025, East West earned recognition as the top performing bank in the $50 billion and above asset size category by Bank Director. As of June 2025, East West has more than $78 billion in assets and over 100 locations in the U.S. and Asia. In September 2024, the company marked its 25th anniversary on the Nasdaq stock exchange, with CEO Dominic Ng ringing the opening bell.
East West is also known for helping finance major films and television shows, including Everything Everywhere All at Once, Yellowstone, and Orange is the New Black.
Philanthropy
2025 wildfire relief
After the January 2025 Southern California wildfires, East West donated $250,000 to the Pasadena Community Foundation’s Eaton Fire Relief and Recovery Fund. The bank contributed an additional $100,000 to the YMCA of Metropolitan Los Angeles, while the bank’s employees created their own relief fund with the company matching contributions. East West’s donations to first responders and nonprofit organizations exceeded $1 million, as of August 2025. For customers, East West activated a “Skip-a-Pay” program, allowing affected homeowners to delay mortgage payments.
The bank also partnered with major museums, foundations, and philanthropists to help launch the “LA Arts Community Fire Relief Fund,” which raised an initial $12 million to support artists and arts workers impacted by the fires.
East West has participated in United Way’s WalkUnited LA. In July 2025, more than 500 East West-affiliated participants joined the walk, raising over $40,000. The bank pledged an additional $100,000 matching grant. East West’s other nonprofit partners include Gold House Foundation, Grameen America, Junior Achievement, Operation Hope, and San Gabriel Habitat for Humanity.
Sponsorships
In 2005, East West signed figure skater Michelle Kwan to be a spokesperson and purchased the naming rights to East West Ice Palace, an ice rink arena in Artesia, California.
In 2023, the company signed professional golfer Rose Zhang to a sponsorship deal.
In 2024, the Los Angeles County Museum of Art (LACMA) announced a new multi-year partnership with East West, which supports exhibitions and educational programs at the museum. East West has also helped LACMA expand its collection.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
EWBC Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
EWBC 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 | $0,8000 |
| 4 maja 2026 | $0,8000 |
| 2 lutego 2026 | $0,8000 |
| 3 listopada 2025 | $0,6000 |
| 4 sierpnia 2025 | $0,6000 |
| 2 maja 2025 | $0,6000 |
| 3 lutego 2025 | $0,6000 |
| 4 listopada 2024 | $0,5500 |
| 2 sierpnia 2024 | $0,5500 |
| 2 maja 2024 | $0,5500 |
| 1 lutego 2024 | $0,5500 |
| 31 października 2023 | $0,4800 |
| 31 lipca 2023 | $0,4800 |
| 28 kwietnia 2023 | $0,4800 |
| 3 lutego 2023 | $0,4800 |
| 31 października 2022 | $0,4000 |
| 29 lipca 2022 | $0,4000 |
| 29 kwietnia 2022 | $0,4000 |
| 4 lutego 2022 | $0,4000 |
| 29 października 2021 | $0,3300 |
EWBC Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 6 26,1%
- Kup 12 52,2%
- Trzymaj 5 21,7%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
16 analityków · 2026-08-15Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $2.63 | $2.67 | -0.04% |
| 31 marca 2026 | $2.57 | $2.52 | 0.05% |
| 31 grudnia 2025 | $2.52 | $2.55 | -0.03% |
| 30 września 2025 | $2.62 | $2.42 | 0.20% |
| 30 czerwca 2025 | $2.28 | $2.29 | -0.01% |
| 31 marca 2025 | $2.09 | $2.10 | -0.01% |
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 |
|---|---|---|---|---|---|---|
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
| MTB | — | 11.9 | 7.5% | 172.1% | 9.9% | — |
| HBAN | — | — | — | — | — | — |
| CFG | $25.07B | 15.1 | 5.6% | 22.2% | 7.1% | — |
| RF | — | 11.8 | — | 28.6% | 11.4% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| WBS | — | 10.7 | 11.9% | — | — | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 11
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | · | $55M | $53M | $54M | $52M | |
| Interest Expense | · | · | $1.38B | $275M | $87M | $218M | $414M | $265M | $140M | $105M | |
| Interest Income | $4.29B | $4.19B | $3.69B | $2.32B | $1.62B | $1.60B | $1.88B | $1.65B | $1.33B | $1.14B | |
| Pretax Income | $1.73B | $1.48B | $1.46B | $1.41B | $1.06B | $686M | $844M | $819M | $735M | $572M | |
| Income Tax | $400M | $316M | $299M | $284M | $183M | $118M | $170M | $115M | $229M | $141M | |
| Net Income | $1.33B | $1.17B | $1.16B | $1.13B | $873M | $568M | $674M | $704M | $506M | $432M | |
| EPS (Basic) | $9.58 | $8.39 | $8.23 | $7.98 | $6.16 | $3.99 | $4.63 | $4.86 | $3.50 | $3.00 | |
| EPS (Diluted) | $9.52 | $8.33 | $8.18 | $7.92 | $6.10 | $3.97 | $4.61 | $4.81 | $3.47 | $2.97 | |
| Shares (Basic) | 138,342,000 | 138,898,000 | 141,164,000 | 141,326,000 | 141,826,000 | 142,336,000 | 145,497,000 | 144,862,000 | 144,444,000 | 144,087,000 | |
| Shares (Diluted) | 139,130,000 | 139,958,000 | 141,902,000 | 142,492,000 | 143,140,000 | 142,991,000 | 146,179,000 | 146,169,000 | 145,913,000 | 145,172,000 | |
| EBITDA | $213M | $198M | $163M | $160M | $157M | $120M | $144M | $139M | $150M | $163M |
Bilans 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4.19B | $5.25B | $4.61B | $3.48B | $3.91B | $4.02B | $3.26B | $3.00B | $2.17B | $1.88B | |
| PP&E (Net) | $82M | $82M | $86M | $89M | $97M | $103M | $118M | $119M | $121M | $160M | |
| Accum. Depreciation | $175M | $166M | $158M | $148M | $139M | $128M | $117M | $119M | $112M | $115M | |
| Goodwill | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $469M | $469M | |
| Intangibles | · | · | · | · | · | · | · | · | · | $28M | |
| Total Assets | $80.43B | $75.98B | $69.61B | $64.11B | $60.87B | $52.16B | $44.20B | $41.04B | $37.12B | $34.79B | |
| Short-term Debt | · | · | · | · | · | · | $29M | $58M | $0 | $60M | |
| Total Liabilities | $71.54B | $68.25B | $62.66B | $58.13B | $55.03B | $46.89B | $39.18B | $36.62B | $33.28B | $31.36B | |
| Long-term Debt | · | · | · | · | · | · | · | $147M | $172M | $186M | |
| Total Debt | · | · | · | · | · | · | $29M | $58M | $0 | $60M | |
| Common Stock | $170.0K | $170.0K | $169.0K | $168.0K | $168.0K | $167.0K | $167.0K | $166.0K | $165.0K | $164.0K | |
| Paid-in Capital | $2.11B | $2.03B | $1.98B | $1.94B | $1.89B | $1.86B | $1.83B | $1.79B | $1.76B | $1.73B | |
| Retained Earnings | $8.30B | $7.31B | $6.47B | $5.58B | $4.68B | $4.00B | $3.69B | $3.16B | $2.58B | $2.19B | |
| Treasury Stock | $1.17B | $1.03B | $875M | $769M | $650M | $634M | $480M | $468M | $452M | $439M | |
| AOCI | $-346M | $-585M | $-621M | $-766M | $-90M | $44M | $-18M | $-58M | $-38M | $-48M | |
| Stockholders' Equity | $8.90B | $7.72B | $6.95B | $5.98B | $5.84B | $5.27B | $5.02B | $4.42B | $3.84B | $3.43B | |
| Liabilities + Equity | $80.43B | $75.98B | $69.61B | $64.11B | $60.87B | $52.16B | $44.20B | $41.04B | $37.12B | $34.79B | |
| Shares Outstanding | 137,578,862 | 138,437,299 | 140,027,367 | 140,947,846 | 141,907,954 | 141,565,229 | 145,625,385 | · | · | · |
Przepływy pieniężne 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $213M | $212M | $174M | $160M | $157M | $120M | $144M | $139M | $150M | $138M | |
| Stock-based Comp | $76M | $46M | $40M | $38M | $33M | $29M | $31M | $31M | $25M | $22M | |
| Deferred Tax | $-8M | $-14M | $-49M | $-44M | $5M | $-42M | $-22M | $-16M | $34M | $27M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | $7M | $8M | |
| Other Non-cash | $-105M | $16M | $110M | $784M | $101M | $18M | $-92M | $26M | $-17M | $-1M | |
| Operating Cash Flow | $1.50B | $1.41B | $1.42B | $2.07B | $1.17B | $693M | $733M | $883M | $703M | $650M | |
| CapEx | · | · | · | · | $6M | $3M | $10M | $14M | $14M | $12M | |
| Investing Cash Flow | $-5.48B | $-6.30B | $-4.25B | $-4.58B | $-9.12B | $-6.87B | $-2.59B | $-3.83B | $-2.51B | $-1.80B | |
| Stock Repurchased | $116M | $143M | $82M | $100M | $0 | $146M | $0 | $0 | · | · | |
| Net Stock Activity | $-116M | $-143M | $-82M | $-100M | $0 | $-146M | · | · | · | · | |
| Financing Cash Flow | $2.90B | $5.53B | $3.96B | $2.11B | $7.84B | $6.91B | $2.13B | $3.80B | $2.07B | $1.68B | |
| Net Change in Cash | $-1.06B | $636M | $1.13B | $-431M | $-105M | $757M | $260M | $827M | $296M | $518M | |
| Taxes Paid | $278M | $247M | $292M | $281M | $139M | $116M | $158M | $86M | $98M | $39M | |
| Free Cash Flow | · | · | · | · | $1.16B | $691M | $726M | $869M | $683M | · | |
| Levered FCF | · | · | · | · | $1.09B | $510M | $395M | $641M | $587M | · |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 45.2% | 44.6% | 44.5% | 48.1% | 48.0% | 35.2% | 1218.5% | 1311.8% | 35.0% | 35.5% | |
| Pretax Margin | 58.9% | 56.7% | 56.0% | 60.2% | 58.1% | 42.5% | 1525.6% | 1526.2% | 50.9% | 47.1% | |
| EBITDA Margin | 7.3% | 7.6% | 6.3% | 6.8% | 8.6% | 7.4% | 260.6% | 260.0% | 10.4% | 13.4% | |
| ROA | 1.7% | 1.6% | 1.7% | 1.8% | 1.4% | 1.1% | 1.5% | 1.8% | 1.4% | 1.3% | |
| ROE | 15.5% | 15.2% | 17.1% | 19.4% | 15.2% | 10.9% | 13.6% | 16.2% | 13.3% | 12.7% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.2% | 0.33% | 11.1% | 29.0% | 12.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.7% | 12.9% | 17.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.3% | 1.8% | 3.3% | 29.8% | 53.6% | · | · | · | · | · | |
| EPS CAGR 3Y | 6.3% | 10.9% | 27.3% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 13.7% | 0.38% | 2.9% | 29.2% | 53.8% | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.5% | 10.1% | 26.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.5% | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $61M | $61M | $61M | $61M | $61M | $61M | $55M | $53M | $54M | $52M | |
| Net Income TTM | $1.33B | $1.17B | $1.16B | $1.13B | $873M | $568M | $674M | $704M | $506M | $432M | |
| Market Cap | $15.46B | $13.26B | $10.07B | $9.29B | · | · | · | · | · | · | |
| P/E | 11.8 | 11.5 | 8.8 | 8.3 | 12.9 | 12.8 | 10.6 | 9.0 | 17.5 | 17.1 | |
| P/S | 251.6 | 215.7 | 163.9 | 151.1 | · | · | · | · | · | · | |
| P/B | 1.7 | 1.7 | 1.4 | 1.6 | · | · | · | · | · | · | |
| P / Tangible Book | 1.8 | 1.8 | 1.6 | 1.7 | · | · | · | · | · | · | |
| P / Cash Flow | 10.3 | 9.4 | 7.1 | 4.5 | · | · | · | · | · | · | |
| Earnings Yield | 8.5% | 8.7% | 11.4% | 12.0% | 7.8% | 7.8% | 9.5% | 11.1% | 5.7% | 5.8% |
Rachunek zysków i strat 10
| 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 | · | · | · | · | · | · | · | · | $481M | $458M | · | $391M | $339M | $236M | · | $76M | |
| Interest Income | $1.08B | $1.06B | $1.07B | $1.13B | $1.06B | $1.03B | $1.06B | $1.08B | $1.03B | $1.02B | $990M | $962M | $906M | $836M | $761M | $628M | |
| Pretax Income | $468M | $457M | $467M | $465M | $402M | $391M | $356M | $389M | $364M | $372M | $327M | $354M | $358M | $421M | $388M | $384M | |
| Income Tax | $104M | $100M | $111M | $97M | $92M | $101M | $63M | $90M | $76M | $87M | $88M | $66M | $46M | $99M | $52M | $89M | |
| Net Income | $364M | $358M | $356M | $368M | $310M | $290M | $293M | $299M | $288M | $285M | $239M | $288M | $312M | $322M | $337M | $295M | |
| EPS (Basic) | $2.65 | $2.59 | $2.55 | $2.68 | $2.25 | $2.10 | $2.12 | $2.16 | $2.07 | $2.04 | $1.71 | $2.03 | $2.21 | $2.28 | $2.38 | $2.10 | |
| EPS (Diluted) | $2.63 | $2.57 | $2.55 | $2.65 | $2.24 | $2.08 | $2.10 | $2.14 | $2.06 | $2.03 | $1.69 | $2.02 | $2.20 | $2.27 | $2.37 | $2.08 | |
| Shares (Basic) | 137,450,000 | 138,054,000 | -275,353,000 | 137,676,000 | 137,818,000 | 138,201,000 | -278,097,000 | 138,606,000 | 138,980,000 | 139,409,000 | -282,901,000 | 141,485,000 | 141,468,000 | 141,112,000 | -283,045,000 | 140,917,000 | |
| Shares (Diluted) | 138,301,000 | 138,919,000 | -277,892,000 | 138,942,000 | 138,789,000 | 139,291,000 | -279,752,000 | 139,648,000 | 139,801,000 | 140,261,000 | -284,009,000 | 142,122,000 | 141,876,000 | 141,913,000 | -285,114,000 | 142,011,000 | |
| EBITDA | · | $62M | · | · | · | $49M | · | · | · | $51M | · | · | · | $33M | · | · |
Bilans 14
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5.09B | $4.44B | $4.19B | $4.69B | $4.41B | $3.45B | $5.25B | $4.86B | $4.37B | $4.21B | · | $4.56B | $6.38B | $5.93B | · | $2.16B | |
| PP&E (Net) | $186M | $178M | $82M | $79M | $81M | $82M | $82M | $81M | $82M | $84M | · | $88M | $89M | $90M | · | $92M | |
| Accum. Depreciation | $184M | $178M | $175M | $172M | $170M | $169M | $166M | $164M | $162M | $160M | · | $155M | $153M | $151M | · | $146M | |
| Goodwill | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | · | $466M | $466M | $466M | · | $466M | |
| Total Assets | $84.76B | $82.89B | $80.43B | $79.67B | $78.16B | $76.17B | $75.98B | $74.48B | $72.47B | $70.88B | $69.61B | $68.29B | $68.53B | $67.24B | $64.11B | $62.58B | |
| Total Liabilities | $75.52B | $73.89B | $71.54B | $71.09B | $69.96B | $68.24B | $68.25B | $66.82B | $65.25B | $63.85B | · | $61.69B | $62.07B | $60.94B | · | $56.92B | |
| Common Stock | $171.0K | $171.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | · | $169.0K | $169.0K | $169.0K | · | $168.0K | |
| Paid-in Capital | $2.15B | $2.13B | $2.11B | $2.10B | $2.06B | $2.04B | $2.03B | $2.02B | $2.01B | $1.99B | · | $1.97B | $1.96B | $1.95B | · | $1.93B | |
| Retained Earnings | $8.80B | $8.55B | $8.30B | $8.03B | $7.74B | $7.52B | $7.31B | $7.10B | $6.87B | $6.66B | · | $6.29B | $6.08B | $5.83B | · | $5.30B | |
| Treasury Stock | $1.29B | $1.29B | $1.17B | $1.17B | $1.14B | $1.14B | $1.03B | $1.01B | $1.01B | $971M | · | $792M | $792M | $791M | · | $769M | |
| AOCI | $-414M | $-388M | $-346M | $-376M | $-462M | $-495M | $-585M | $-437M | $-654M | $-663M | · | $-875M | $-782M | $-680M | · | $-800M | |
| Stockholders' Equity | $9.25B | $9.00B | $8.90B | $8.58B | $8.20B | $7.93B | $7.72B | $7.66B | $7.22B | $7.02B | $6.95B | $6.60B | $6.46B | $6.31B | $5.98B | $5.66B | |
| Liabilities + Equity | $84.76B | $82.89B | $80.43B | $79.67B | $78.16B | $76.17B | $75.98B | $74.48B | $72.47B | $70.88B | · | $68.29B | $68.53B | $67.24B | · | $62.58B | |
| Shares Outstanding | 137,010,612 | 136,979,112 | 137,578,862 | 137,568,060 | 137,816,091 | 137,802,089 | 138,437,299 | 138,609,253 | 138,604,437 | 139,121,162 | 140,027,367 | 141,485,949 | 141,483,668 | 141,395,800 | 140,947,846 | 140,917,512 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $65M | $62M | $54M | $28M | $81M | $49M | $62M | $50M | $55M | $52M | $-673.0K | $68M | $74M | $33M | $78M | $33M | |
| Stock-based Comp | $17M | $20M | $14M | $36M | $13M | $13M | $11M | $11M | $11M | $13M | $10M | $9M | $9M | $11M | $8M | $12M | |
| Deferred Tax | $8M | $-299.0K | $18M | $-2M | $-2M | $-22M | $-2M | $-4M | $-2M | $-7M | $-50M | $-15.0K | $489.0K | $609.0K | $-38M | $1M | |
| Other Non-cash | · | $-11M | · | · | · | $-53M | · | · | · | $-76M | · | · | · | $-144M | · | · | |
| Operating Cash Flow | $601M | $429M | $713M | $232M | $279M | $278M | $500M | $386M | $259M | $266M | $562M | $382M | $257M | $223M | $450M | $687M | |
| CapEx | $13M | $99M | · | · | $2M | $3M | · | · | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $-1.46B | $-2.26B | $-1.56B | $-952M | $-934M | $-2.04B | $-1.52B | $-1.50B | $-1.41B | $-1.87B | $-1.35B | $-1.56B | $-707M | $-633M | $-333M | $-275M | |
| Stock Repurchased | $-1.0K | $98M | $1M | $25M | $4M | $85M | $20M | $0 | $41M | $82M | $82M | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-98M | · | · | · | $-85M | · | · | · | $-82M | · | · | · | · | · | · | |
| Financing Cash Flow | $1.50B | $2.07B | $305M | $1.02B | $1.62B | $-46M | $1.42B | $1.59B | $1.31B | $1.20B | $836M | $-645M | $916M | $2.86B | $1.19B | $-130M | |
| Net Change in Cash | $650M | $251M | $-506M | $284M | $962M | $-1.80B | $391M | $494M | $155M | $-404M | $54M | $-1.82B | $444M | $2.45B | $1.32B | $261M | |
| Taxes Paid | $134M | $15M | $14M | $37M | $208M | $19M | $5M | $9M | $194M | $39M | $7M | $29M | $255M | $0 | $48M | $45M | |
| Free Cash Flow | · | $330M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Rentowność 5
| 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 | 46.0% | 46.2% | · | 47.3% | 44.1% | 41.9% | · | 45.5% | 45.2% | 44.3% | · | 44.4% | 48.4% | 48.9% | · | 47.1% | |
| Pretax Margin | 59.1% | 59.1% | · | 59.8% | 57.2% | 56.5% | · | 59.2% | 57.1% | 57.8% | · | 54.6% | 55.4% | 63.9% | · | 61.3% | |
| EBITDA Margin | · | 8.1% | · | · | · | 7.1% | · | · | · | 7.9% | · | · | · | 4.9% | · | · | |
| ROA | 0.45% | 0.45% | · | 0.48% | 0.41% | 0.39% | · | 0.42% | 0.41% | 0.41% | · | 0.44% | 0.48% | 0.50% | · | 0.48% | |
| ROE | 4.2% | 4.2% | · | 4.5% | 4.0% | 3.9% | · | 4.2% | 4.2% | 4.3% | · | 4.7% | 5.2% | 5.4% | · | 5.2% |
Efektywność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Wycena (TTM) 10
| 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 | $61M | $61M | · | $61M | $61M | $61M | · | $61M | $61M | $61M | · | $61M | $61M | $61M | · | $61M | |
| Net Income TTM | $1.40B | $1.33B | · | $1.27B | $1.19B | $1.16B | · | $1.16B | $1.17B | $1.21B | · | $1.22B | $1.19B | $1.11B | · | $1.02B | |
| Market Cap | $17.69B | $14.62B | · | $14.64B | $13.92B | $12.37B | · | $11.47B | $10.15B | $11.01B | · | $7.46B | $7.47B | $7.85B | · | $9.46B | |
| P/E | 12.8 | 11.2 | · | 11.7 | 11.9 | 10.8 | · | 10.0 | 8.8 | 9.3 | · | 6.2 | 6.3 | 7.1 | · | 9.4 | |
| P/S | 287.8 | 237.9 | · | 238.3 | 226.4 | 201.2 | · | 186.6 | 165.1 | 179.1 | · | 121.3 | 121.5 | 127.7 | · | 153.9 | |
| P/B | 1.9 | 1.6 | · | 1.7 | 1.7 | 1.6 | · | 1.5 | 1.4 | 1.6 | · | 1.1 | 1.2 | 1.2 | · | 1.7 | |
| P / Tangible Book | 2.0 | 1.7 | · | 1.8 | 1.8 | 1.7 | · | 1.6 | 1.5 | 1.7 | · | 1.2 | 1.2 | 1.3 | · | 1.8 | |
| P / Cash Flow | · | 34.1 | · | · | · | 44.5 | · | · | · | 41.3 | · | · | · | 35.2 | · | · | |
| P / FCF | · | 44.4 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 7.8% | 8.9% | · | 8.6% | 8.4% | 9.3% | · | 10.0% | 11.3% | 10.8% | · | 16.3% | 15.8% | 14.1% | · | 10.6% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Zysk netto | $1.33B | — | — | $1.17B | — |
| Rozwodniony EPS | $9.52 | — | — | $8.33 | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
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Właściciele instytucjonalni (13F) 681 emitentów · $9.8B 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 |
|---|---|---|---|---|
| 110 (+20 vs poprzedni kw.) | 52 (-1 vs poprzedni kw.) | 227 (+2 vs poprzedni kw.) | 199 (+21 vs poprzedni kw.) | +10.1M |
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 PORTFOLIO MANAGEMENT LLC | $851 374 239 | 6 595 199 | 8,71% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $798 159 468 | 6 182 969 | 8,16% | Akcje |
| FMR LLC | $713 687 833 | 5 528 607 | 7,30% | Akcje |
| STATE STREET CORP | $648 357 752 | 5 022 525 | 6,63% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $574 877 659 | 4 453 309 | 5,88% | Akcje |
| FIRST TRUST ADVISORS LP | $403 383 659 | 3 124 825 | 4,13% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $377 898 711 | 2 927 405 | 3,87% | Akcje |
| Capital International Investors | $367 927 991 | 2 850 167 | 3,76% | Akcje |
| Himalaya Capital Management LLC | $358 399 151 | 2 776 351 | 3,67% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $298 647 578 | 2 290 633 | 3,05% | Akcje |
| Capital Research Global Investors | $241 816 939 | 1 873 243 | 2,47% | Akcje |
| NORGES BANK | $213 004 696 | 1 650 048 | 2,18% | Akcje |
| EARNEST PARTNERS LLC | $209 929 127 | 1 626 223 | 2,15% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $201 241 163 | 1 558 921 | 2,06% | Akcje |
| CITADEL ADVISORS LLC | $169 912 002 | 1 316 229 | 1,74% | Akcje |
| JENNISON ASSOCIATES LLC | $128 273 117 | 993 672 | 1,31% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $111 769 607 | 865 827 | 1,14% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $96 734 108 | 749 354 | 0,99% | Akcje |
| VANGUARD GROUP INC | $93 900 946 | 835 492 | 0,96% | Akcje |
| Fisher Asset Management, LLC | $92 155 821 | 713 888 | 0,94% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $88 105 291 | 825 265 | 0,90% | Akcje |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $83 862 157 | 649 641 | 0,86% | Akcje |
| MILLER HOWARD INVESTMENTS INC /NY | $79 063 799 | 612 470 | 0,81% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $78 353 037 | 606 964 | 0,80% | Akcje |
| Balyasny Asset Management L.P. | $77 280 503 | 598 656 | 0,79% | Akcje |
| GOLDMAN SACHS GROUP INC | $60 129 864 | 465 798 | 0,61% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $59 572 324 | 461 479 | 0,61% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $55 709 305 | 431 554 | 0,57% | Akcje |
| BANK OF AMERICA CORP /DE/ | $50 592 566 | 391 917 | 0,52% | Akcje |
| RHUMBLINE ADVISERS | $48 213 505 | 373 488 | 0,49% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $45 883 879 | 355 441 | 0,47% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $43 569 885 | 337 516 | 0,45% | Akcje |
| Retirement Systems of Alabama | $39 026 231 | 302 318 | 0,40% | Akcje |
| Qube Research & Technologies Ltd | $37 733 007 | 292 300 | 0,39% | Akcje |
| California Public Employees Retirement System | $37 172 369 | 287 957 | 0,38% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $36 995 258 | 286 585 | 0,38% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $36 719 052 | 284 445 | 0,38% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $35 744 000 | 276 889 | 0,37% | Akcje |
| Swiss National Bank | $35 654 658 | 276 200 | 0,36% | Akcje |
| WHITTIER TRUST CO | $34 283 879 | 260 496 | 0,35% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $33 593 478 | 260 233 | 0,34% | Akcje |
| Boston Trust Walden Corp | $31 909 886 | 247 191 | 0,33% | Akcje |
| Erste Asset Management GmbH | $31 642 799 | 245 122 | 0,32% | Akcje |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $30 566 582 | 236 785 | 0,31% | Akcje |
| Aware Super Pty Ltd as trustee of Aware Super | $29 267 930 | 226 725 | 0,30% | Akcje |
| Arbejdsmarkedets Tillaegspension | $29 135 613 | 225 700 | 0,30% | Akcje |
| BANK OF MONTREAL /CAN/ | $28 441 109 | 220 320 | 0,29% | Akcje |
| ZWJ INVESTMENT COUNSEL INC | $27 863 222 | 215 843 | 0,28% | Akcje |
| Quantinno Capital Management LP | $27 752 085 | 214 982 | 0,28% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $27 060 230 | 209 008 | 0,28% | Akcje |
| UBS Group AG | $27 025 508 | 209 354 | 0,28% | Akcje |
| Boston Partners | $26 713 760 | 206 939 | 0,27% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $25 930 437 | 200 871 | 0,27% | Akcje |
| Point72 Asset Management, L.P. | $24 933 475 | 193 148 | 0,26% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24 735 580 | 191 615 | 0,25% | Akcje |
| PRUDENTIAL FINANCIAL INC | $24 218 962 | 187 613 | 0,25% | Akcje |
| Capital International, Inc./CA/ | $23 656 130 | 183 253 | 0,24% | Akcje |
| BlackRock, Inc. | $23 390 333 | 181 194 | 0,24% | Akcje |
| AMERIPRISE FINANCIAL INC | $22 515 749 | 174 419 | 0,23% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $21 898 415 | 169 625 | 0,22% | Akcje |
| STRS OHIO | $21 452 563 | 166 183 | 0,22% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $21 414 095 | 165 885 | 0,22% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $21 341 288 | 165 321 | 0,22% | Akcje |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $20 735 985 | 160 632 | 0,21% | Akcje |
| Stieven Capital Advisors, L.P. | $20 383 827 | 157 904 | 0,21% | Akcje |
| TRILLIUM ASSET MANAGEMENT, LLC | $19 438 675 | 150 582 | 0,20% | Akcje |
| DNB Asset Management AS | $19 186 259 | 148 627 | 0,20% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17 483 018 | 163 760 | 0,18% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $16 869 868 | 130 683 | 0,17% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $16 673 029 | 156 173 | 0,17% | Akcje |
| Access Investment Management LLC | $16 342 278 | 126 596 | 0,17% | Akcje |
| Carmel Capital Management L.L.C. | $16 249 849 | 125 880 | 0,17% | Akcje |
| WHITTIER TRUST CO OF NEVADA INC | $16 171 267 | 123 927 | 0,17% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15 655 648 | 121 277 | 0,16% | Akcje |
| Nuveen, LLC | $15 483 184 | 119 941 | 0,16% | Akcje |
| VAN ECK ASSOCIATES CORP | $14 794 230 | 114 604 | 0,15% | Akcje |
| Mirae Asset Global Investments Co., Ltd. | $14 778 352 | 114 481 | 0,15% | Akcje |
| IEQ CAPITAL, LLC | $12 371 204 | 95 834 | 0,13% | Akcje |
| MARSICO CAPITAL MANAGEMENT LLC | $12 352 880 | 95 692 | 0,13% | Akcje |
| Focus Partners Wealth | $11 944 331 | 92 527 | 0,12% | Akcje |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11 913 071 | 92 285 | 0,12% | Akcje |
| SEI INVESTMENTS CO | $11 341 490 | 87 865 | 0,12% | Akcje |
| Horizon Investments, LLC | $11 097 822 | 86 499 | 0,11% | Akcje |
| INTECH INVESTMENT MANAGEMENT LLC | $10 987 753 | 85 117 | 0,11% | Akcje |
| Squarepoint Ops LLC | $10 794 506 | 83 620 | 0,11% | Akcje |
| JANE STREET GROUP, LLC | $10 491 402 | 81 272 | 0,11% | Akcje |
| Legal & General Group Plc | $10 375 480 | 80 374 | 0,11% | Akcje |
| Mariner, LLC | $10 212 363 | 79 110 | 0,10% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $10 161 578 | 78 717 | 0,10% | Akcje |
| LPL Financial LLC | $9 763 260 | 75 632 | 0,10% | Akcje |
| Nuveen Asset Management, LLC | $9 666 110 | 100 941 | 0,10% | Akcje |
| Matthew 25 Management Corp | $9 359 025 | 72 500 | 0,10% | Akcje |
| NISA INVESTMENT ADVISORS, LLC | $9 232 775 | 71 522 | 0,09% | Akcje |
| PRUDENTIAL PLC | $9 186 948 | 71 167 | 0,09% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $9 130 494 | 70 730 | 0,09% | Akcje |
| Polar Capital Holdings Plc | $9 044 691 | 70 065 | 0,09% | Akcje |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $8 894 688 | 68 903 | 0,09% | Akcje |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8 551 660 | 82 955 | 0,09% | Akcje |
| MetLife Investment Management, LLC | $8 512 582 | 65 943 | 0,09% | Akcje |
| Vanguard Global Advisers, LLC | $8 367 227 | 64 817 | 0,09% | Akcje |
Insiderzy spółki 40 insiderów · 19 dyrektorzy generalni · 18 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Dominic Ng | Chief Executive Officer | 6 maja 2026 S | 707 930 | 0 | 7 | $-16 763 638 |
| Gregory L Guyett | President and COO | 16 lutego 2018 A | 30 | 0 | 0 | $0 |
| Julia S Gouw | President | 18 marca 2016 S | 0 | 0 | 0 | $0 |
| Robert Bulseco | Executive Vice-President | 5 marca 2004 A | 5 596 | 0 | 0 | $0 |
| Parker Shi | Chief Operating Officer | 4 marca 2025 F | 23 794 | 0 | 0 | $0 |
| Irene H Oh | Chief Risk Officer | 15 czerwca 2026 S | 84 698 | 0 | 6 | $-4 061 132 |
| Gary Teo | Executive Vice President | 27 sierpnia 2025 S | 12 235 | 0 | 2 | $-697 376 |
| Lisa L. Kim | Executive Vice President | 15 maja 2025 S | 14 849 | 0 | 0 | $0 |
| Andy Yen | Executive Vice President | 8 marca 2021 F | 65 150 | 0 | 0 | $0 |
| Catherine Zhou | Executive Vice President | 2 października 2020 M | 19 259 | 0 | 0 | $0 |
| Albert Sun | Executive Vice President | 1 marca 2016 A | — | 0 | 0 | $0 |
| James Schuler | Executive Vice President | 27 lutego 2015 A | 16 240 | 0 | 0 | $0 |
| Wellington Chen | Executive Vice President | 28 lutego 2011 F | 29 857 | 0 | 0 | $0 |
| William J Lewis | Executive Vice President | 10 marca 2010 F | 17 933 | 0 | 0 | $0 |
| Donald Sang Chow | Executive Vice President | 10 marca 2010 F | 50 763 | 0 | 0 | $0 |
| Karen Fukumura | Executive Vice President | 2 marca 2010 A | 33 432 | 0 | 0 | $0 |
| Thomas J. Tolda | Executive Vice President | 11 grudnia 2009 A | 23 423 | 0 | 0 | $0 |
| David Spigner | Executive Vice President | 19 lutego 2008 A | 12 317 | 0 | 0 | $0 |
| Michael W Lai | Executive Vice President | 19 lutego 2008 A | 9 831 | 0 | 0 | $0 |
| Serge Dumont | Dyrektor | 20 maja 2025 A | 7 844 | 0 | 0 | $0 |
| Alvarez Manuel Pham | Dyrektor | 20 maja 2025 A | 10 283 | 0 | 0 | $0 |
| Mark R Hutchins | Dyrektor | 20 maja 2025 A | 5 516 | 0 | 0 | $0 |
| Sabrina Kay | Dyrektor | 20 maja 2025 A | 14 684 | 0 | 0 | $0 |
| Molly Campbell | Dyrektor | 20 maja 2025 A | 12 056 | 0 | 0 | $0 |
| Archana Deskus | Dyrektor | 20 maja 2025 A | 15 031 | 0 | 0 | $0 |
| Paul H Irving | Dyrektor | 20 maja 2025 A | 42 406 | 0 | 0 | $0 |
| Rudolph Estrada | Dyrektor | 5 listopada 2024 S | 17 750 | 0 | 0 | $0 |
| Iris S Chan | Dyrektor | 28 maja 2021 A | 29 710 | 0 | 0 | $0 |
| Herman Y Li | Dyrektor | 25 marca 2020 S | 25 789 | 0 | 0 | $0 |
| Keith W Renken | Dyrektor | 1 lutego 2018 G | 74 183 | 0 | 0 | $0 |
| Tak-Chuen Clarence Kwan | Dyrektor | 5 sierpnia 2014 A | 8 452 | 0 | 0 | $0 |
| Andrew Kane | Dyrektor | 23 lipca 2013 A | 28 302 | 0 | 0 | $0 |
| Peggy Cherng | Dyrektor | 29 lipca 2010 A | 147 008 | 0 | 0 | $0 |
| Keith Renken | Dyrektor | 19 stycznia 2010 M | 42 663 | 0 | 0 | $0 |
| John Kooken | Dyrektor | 26 lipca 2006 A | 6 245 | 0 | 0 | $0 |
| Jack C Liu | — | 12 sierpnia 2026 S | 13 709 | 0 | 3 | $-409 119 |
| Douglas Paul Krause | — | 6 sierpnia 2026 S | 36 974 | 0 | 4 | $-3 559 100 |
| Lester Sussman | — | 18 maja 2026 A | 25 946 | 0 | 0 | $0 |
| Wendy H Cai-Lee | — | 8 grudnia 2016 S | 42 007 | 0 | 0 | $0 |
| John Lee | — | 1 sierpnia 2016 A | 316 528 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 122 fundusze 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 |
|---|---|---|---|---|
| SCAP · Series Portfolios Trust | 3,27% | 5 437 NS | 31 maja 2026 | N-PORT |
| PJFM · PGIM ETF Trust | 3,00% | 4 072 NS | 29 maja 2026 | N-PORT |
| IAT · iShares Trust | 2,84% | 145 986 SH | 8 sierpnia 2026 | Dziennie |
| AMID · EA Series Trust | 2,00% | 17 162 NS | 29 maja 2026 | N-PORT |
| KBWB · Invesco Exchange-Traded Fund Trust … | 1,97% | 1 023 295 SH | 8 sierpnia 2026 | Dziennie |
| EPMB · Harbor ETF Trust | 1,65% | 588 NS | 30 kwietnia 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1,63% | 396 627 NS | 30 kwietnia 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,59% | 585 NS | 30 kwietnia 2026 | N-PORT |
| GDIV · Harbor ETF Trust | 1,55% | 27 729 NS | 30 kwietnia 2026 | N-PORT |
| SMDX · Tidal Trust III | 1,25% | 12 373 NS | 30 kwietnia 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 1,11% | 43 635 NS | 30 kwietnia 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 1,08% | 109 608 NS | 30 kwietnia 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1,01% | 103 029 NS | 30 kwietnia 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,98% | 64 643 NS | 30 kwietnia 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,90% | 34 483 SH | 8 sierpnia 2026 | Dziennie |
| CZA · Invesco Exchange-Traded Fund Trust | 0,86% | 12 507 SH | 8 sierpnia 2026 | Dziennie |
| IQSM · New York Life Investments ETF Trust | 0,73% | 18 173 NS | 30 kwietnia 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,70% | 59 709 NS | 30 kwietnia 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,68% | 185 NS | 29 maja 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,60% | 61 745 NS | 30 kwietnia 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,59% | 12 515 NS | 31 maja 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0,59% | 63 451 NS | 30 kwietnia 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0,58% | 65 600 SH | 8 sierpnia 2026 | Dziennie |
| XJH · iShares Trust | 0,57% | 18 514 SH | 8 sierpnia 2026 | Dziennie |
| QDEF · FlexShares Trust | 0,54% | 22 659 NS | 30 kwietnia 2026 | N-PORT |
| CGDG · Capital Group Dividend Growers ETF | 0,53% | 217 243 NS | 31 maja 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,52% | 17 499 SH | 8 sierpnia 2026 | Dziennie |
| QDF · FlexShares Trust | 0,52% | 88 110 NS | 30 kwietnia 2026 | N-PORT |
| ESLV · Strategy Shares | 0,51% | 478 NS | 30 kwietnia 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,51% | 15 785 NS | 30 kwietnia 2026 | N-PORT |
| IJJ · iShares Trust | 0,50% | 342 137 SH | 8 sierpnia 2026 | Dziennie |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,50% | 57 633 SH | 8 sierpnia 2026 | Dziennie |
| IJH · iShares Trust | 0,50% | 4 726 953 SH | 8 sierpnia 2026 | Dziennie |
| IJK · iShares Trust | 0,49% | 408 332 SH | 8 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,48% | 221 271 SH | 8 sierpnia 2026 | Dziennie |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,47% | 68 940 SH | 8 sierpnia 2026 | Dziennie |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,45% | 22 818 NS | 31 maja 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,45% | 21 965 NS | 30 kwietnia 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0,42% | 3 285 925 NS | 31 maja 2026 | N-PORT |
| SMLF · iShares Trust | 0,42% | 136 373 SH | 8 sierpnia 2026 | Dziennie |
| JSTC · Tidal Trust I | 0,40% | 10 953 NS | 31 maja 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,39% | 46 028 NS | 30 kwietnia 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,38% | 1 994 291 SH | 8 sierpnia 2026 | Dziennie |
| ABCS · EA Series Trust | 0,38% | 352 NS | 29 maja 2026 | N-PORT |
| MVV · ProShares Trust | 0,36% | 4 755 NS | 31 maja 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,35% | 21 878 NS | 31 maja 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,34% | 2 278 NS | 30 kwietnia 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,32% | 60 475 NS | 30 kwietnia 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,31% | 372 040 NS | 31 maja 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,31% | 323 632 NS | 31 maja 2026 | N-PORT |