EXPO Exponent, Inc. - Common Stock
O Exponent, Inc. - Common Stock Przegląd firmy z Wikipedii
Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.
Czytaj więcej
Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.
History
Founding and leadership
Failure Analysis Associates (FaAA) was founded in April 1967 by then Stanford University professor Alan Stephen Tetelman along with his colleagues Bernard Ross, Marsh Pound, John Shyne and Sathya V. Hanagud with $500 in capital.
At the time of FaAA's founding, Ross was also an engineering program manager at SRI International (then the Stanford Research Institute) (1965–1970). While en route to the site of a Navy jet crash investigation, Tetelman was killed on September 25, 1978, in the PSA Flight 182 air crash over San Diego between a PSA jet liner and a private Cessna airplane that claimed the lives of 144 people. He was forty-two years old.
Ross assumed the presidency of Failure Analysis Associates after the accident. Ross and the late Tetelman were featured in a documentary film about the company titled "What Went Wrong" made by the United States Information Service and distributed worldwide. Tetelman was a world-renowned expert in fracture mechanics and co-authored a textbook titled "The Principles of Engineering Materials" with Craig R. Barrett (former CEO of Intel) and Stanford professor, William D. Nix, published by Prentice-Hall in 1973.
In 1982, Roger McCarthy assumed the leadership of FaAA, becoming chief executive officer in 1982 until 1996, and chairman of the board in 1986 until 2005. McCarthy joined FaAA in 1978 and became a director and vice-president in 1980.
In 2004, McCarthy was elected to the National Academy of Engineering.
Michael R. Gaulke served as the chief executive officer of Exponent Inc. from June 1996 to May 28, 2009. He is currently chairman of the board of directors. Mr. Gaulke served as president of Exponent Inc. from March 1993 to May 22, 2007. Mr. Gaulke first joined Exponent Inc. in September 1992 and served as its executive vice president and chief financial officer.
In 2008, Oregon State University inducted Mr. Gaulke into its Engineering Hall of Fame.
Paul R. Johnston was the chief executive officer at Exponent Inc. from May 28, 2009 – May 31, 2018. Johnston was president of Exponent Inc. from May 2007 until July 2016. Johnston joined Exponent in 1981 and served as its Principal Engineer since 1987 and vice president since 1996. Johnston has co-authored a book titled "Structural Dynamics by Finite Elements" published by Prentice-Hall in 1987. On May 31, 2018, Johnston stepped down from the position of chief executive officer to be an executive chairman.
Catherine F. Corrigan was named president of Exponent, Inc. on July 29, 2016. Corrigan joined Exponent's Philadelphia office in 1996, was promoted to principal in 2002 and to corporate vice president in 2005. Corrigan was promoted to group vice president to lead the Transportation Group and joined the company's operating committee in 2012.
On May 31, 2018, Corrigan was appointed to chief executive officer.
Incorporation
Failure Analysis Associates was founded as a partnership, incorporated in 1968 in California and reincorporated in Delaware as Failure Analysis Associates, Inc. in 1988.
In 1989, McCarthy reincorporated Failure Analysis Associates, Inc. in Delaware under a holding company, The Failure Group, Inc. and took The Failure Group, Inc. public in 1990. The company changed its name to Exponent, Inc. in 1998.
Company activities
Exponent has been involved in the investigations of many well known incidents including the now debunked report aired on Dateline in 1993 about fires and explosions involving sidesaddle fuel tanks on Chevrolet C/K trucks, the disputed Consumer Reports finding on Suzuki roll-over safety, the 2009–2010 Toyota vehicle recalls, the crash of American Airlines Flight 587 among many other aviation accidents, and the Exxon Valdez oil spill. The Federal Emergency Management Agency also hired Exponent to examine the Oklahoma City bombing damage aftermath, specifically the damage to the Alfred P. Murrah Federal Building. NASA hired Exponent in 1986 to determine the causes of the Space Shuttle Challenger disaster.
In 2003, Exponent was hired by the U.S. government to investigate the Space Shuttle Columbia disaster. In 2017, Samsung hired Exponent to determine cause of thermal runaway of the Note 7 Phone batteries.
Exponent has ISO 9001 accreditation, indicating independently audited and certified quality management practices. The company also is certified for battery, energy storage and compliance testing.
Neutrality
Exponent has been criticized for the quality and neutrality of their reports pertaining to various controversial topics. Common points of critique include corporate denialism and the disproportionate production of favorable reports for industrial clients. Examples include a 2001 report suggesting that dioxins do not cause cancer.
According to the Los Angeles Times, "Exponent's research has come under fire from critics, including engineers, attorneys and academics who say the company tends to deliver to clients the reports they need to mount a public defense." Exponent's executive chairman responded that such criticism is a "cheap shot", responding "Do we tell our clients a lot of what they don't want to hear? Absolutely." In 2009, the Amazon Defense Coalition criticized an Exponent study commissioned by the energy company Chevron which suggested that exposure to oil waste increase cancer risks. Chevron's largest shareholder at the time was a director on Exponent's board. The firm was also criticized for assisting industry efforts to reduce chromium regulation.
Notable projects
Partial listing of notable projects:
Research areas
Exponent's services are concentrated on multiple practices and centers, including:
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
EXPO Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
EXPO 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 |
|---|---|
| 5 czerwca 2026 | $0,3100 |
| 6 marca 2026 | $0,3100 |
| 5 grudnia 2025 | $0,3000 |
| 5 września 2025 | $0,3000 |
| 6 czerwca 2025 | $0,3000 |
| 7 marca 2025 | $0,3000 |
| 6 grudnia 2024 | $0,2800 |
| 6 września 2024 | $0,2800 |
| 7 czerwca 2024 | $0,2800 |
| 7 marca 2024 | $0,2800 |
| 7 grudnia 2023 | $0,2600 |
| 7 września 2023 | $0,2600 |
| 8 czerwca 2023 | $0,2600 |
| 9 marca 2023 | $0,2600 |
| 8 grudnia 2022 | $0,2400 |
| 8 września 2022 | $0,2400 |
| 9 czerwca 2022 | $0,2400 |
| 10 marca 2022 | $0,2400 |
| 2 grudnia 2021 | $0,2000 |
| 9 września 2021 | $0,2000 |
EXPO Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 3 30,0%
- Kup 5 50,0%
- Trzymaj 2 20,0%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
3 analityków · 2026-08-17Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.60 | $0.56 | 0.04% |
| 31 marca 2026 | $0.59 | $0.58 | 0.01% |
| 31 grudnia 2025 | $0.59 | $0.58 | 0.01% |
| 30 września 2025 | $0.55 | $0.52 | 0.03% |
| 30 czerwca 2025 | $0.52 | $0.50 | 0.02% |
| 31 marca 2025 | $0.52 | $0.49 | 0.03% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| EXPO | — | 33.9 | 4.2% | 18.2% | 25.9% | — |
| PSN | $3.47B | 28.1 | -5.7% | 3.8% | 9.5% | — |
| KBR | $5.12B | 12.6 | 0.99% | 5.3% | 28.1% | 14.8% |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| FCN | $5.27B | 20.7 | 2.4% | 7.1% | 14.9% | 32.1% |
| CBZ | $2.74B | 27.6 | 52.1% | 4.2% | — | 12.9% |
| HURN | — | 29.6 | 11.7% | 6.2% | 20.9% | — |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
| TIC | — | — | — | — | — | — |
| ICFI | $1.56B | 17.2 | -7.3% | 4.9% | 9.0% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $582M | $559M | $537M | $513M | $466M | $400M | $417M | $380M | $348M | $315M | $313M | $305M | |
| SG&A Expense | $26M | $23M | $24M | $24M | $15M | $13M | $21M | $18M | $18M | $15M | $15M | $16M | |
| Operating Expenses | $462M | $439M | $425M | $372M | $357M | $317M | $332M | $288M | $276M | $253M | $244M | $241M | |
| Operating Income | $120M | $120M | $111M | $141M | $109M | $83M | $85M | $91M | $72M | $62M | $69M | $64M | |
| Other Non-op | $18M | $18M | $17M | $-11M | $17M | $12M | $15M | $-890.0K | $9M | $8.0K | $48.0K | $4M | |
| Pretax Income | $147M | $147M | $136M | $132M | $126M | $97M | $104M | $93M | $83M | $69M | $71M | $68M | |
| Income Tax | $41M | $38M | $36M | $30M | $25M | $14M | $22M | $21M | $41M | $22M | $28M | $27M | |
| Net Income | $106M | $109M | $100M | $102M | $101M | $83M | $82M | $72M | $41M | $47M | $44M | $41M | |
| EPS (Basic) | $2.08 | $2.13 | $1.96 | $1.98 | $1.92 | $1.58 | $1.56 | $1.37 | $0.78 | $0.90 | $1.64 | $1.51 | |
| EPS (Diluted) | $2.07 | $2.11 | $1.94 | $1.96 | $1.90 | $1.55 | $1.53 | $1.33 | $0.77 | $0.87 | $1.60 | $1.47 | |
| Shares (Basic) | 50,904,000 | 51,129,000 | 51,152,000 | 51,727,000 | 52,610,000 | 52,388,000 | 52,691,000 | 52,906,000 | 52,724,000 | 52,976,000 | 26,606,000 | 26,910,000 | |
| Shares (Diluted) | 51,244,000 | 51,569,000 | 51,635,000 | 52,280,000 | 53,331,000 | 53,323,000 | 53,884,000 | 54,168,000 | 53,972,000 | 54,332,000 | 27,298,000 | 27,666,000 | |
| EBITDA | $120M | · | · | $141M | $109M | $83M | $85M | $91M | $72M | $62M | $69M | $64M |
Bilans 23
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $222M | $259M | $187M | $161M | $298M | $198M | $176M | $127M | $125M | $115M | $126M | $129M | |
| Short-term Investments | · | · | · | · | · | $45M | $55M | $81M | $72M | $59M | $46M | $25M | |
| Receivables | $182M | $161M | $167M | $170M | $140M | $112M | $120M | $106M | $110M | $87M | $89M | $86M | |
| Prepaid Expense | $24M | $27M | $25M | $18M | $15M | $13M | $12M | $12M | $9M | $13M | $13M | $15M | |
| Current Assets | $428M | $447M | $380M | $349M | $453M | $367M | $364M | $327M | $316M | $274M | $273M | $255M | |
| PP&E (Net) | $72M | $73M | $75M | $66M | $60M | $60M | $62M | $46M | $35M | $37M | $28M | $28M | |
| PP&E (Gross) | $194M | $185M | $179M | $169M | $158M | $154M | $152M | $135M | $119M | $114M | $101M | $96M | |
| Accum. Depreciation | $122M | $112M | $104M | $103M | $98M | $94M | $90M | $89M | $84M | $78M | $72M | $68M | |
| Goodwill | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Other Non-current Assets | $5M | $6M | $4M | $2M | $2M | $1M | $949.0K | $1M | $1M | $1M | $2M | $1M | |
| Total Assets | $778M | $777M | $647M | $587M | $684M | $580M | $563M | $469M | $440M | $404M | $388M | $365M | |
| Accounts Payable | $31M | $5M | $4M | $9M | $3M | $3M | $5M | $3M | $3M | $3M | $4M | $2M | |
| Accrued Liabilities | $24M | $17M | $18M | $20M | $21M | $13M | $14M | $10M | $12M | $7M | $7M | $7M | |
| Current Liabilities | $178M | $163M | $162M | $159M | $153M | $117M | $124M | $98M | $93M | $80M | $80M | $79M | |
| Capital Leases | $76M | $76M | $22M | $13M | $10M | $14M | $18M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $5M | $4M | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | |
| Total Liabilities | $387M | $356M | $291M | $266M | $267M | $219M | $213M | $155M | $151M | $130M | $125M | $121M | |
| Common Stock | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $33.0K | $33.0K | $33.0K | |
| Retained Earnings | $668M | $624M | $574M | $529M | $478M | $422M | $385M | $342M | $304M | $291M | $269M | $247M | |
| Treasury Stock | $646M | $545M | $537M | $506M | $341M | $324M | $278M | $253M | $223M | $209M | $184M | $162M | |
| AOCI | · | · | · | · | $-2M | $-2M | $-2M | $-3M | $-2M | $-3M | $-2M | $-904.0K | |
| Stockholders' Equity | $390M | $421M | $356M | $321M | $417M | $361M | $350M | $314M | $289M | $273M | $263M | $244M | |
| Liabilities + Equity | $778M | $777M | $647M | $587M | $684M | $580M | $563M | $469M | $440M | $404M | $388M | $365M |
Przepływy pieniężne 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $9M | $7M | $6M | $7M | $7M | $6M | $6M | $6M | $5M | $5M | |
| Stock-based Comp | $24M | $23M | $20M | $20M | $19M | $17M | $17M | $17M | $16M | $13M | $13M | $13M | |
| Deferred Tax | $-10M | $-3M | $85.0K | $-7M | $-6M | $-4M | $-3M | $-4M | $12M | $-3M | $-4M | $-6M | |
| Operating Cash Flow | $132M | $145M | $127M | $94M | $125M | $103M | $108M | $91M | $68M | $67M | $60M | $48M | |
| CapEx | $9M | $7M | $16M | $12M | $7M | $5M | $23M | $16M | $5M | $14M | $5M | $5M | |
| Investing Cash Flow | $-9M | $-7M | $-16M | $-12M | $38M | $5M | $4M | $-26M | $-18M | $-27M | $-27M | · | |
| Stock Repurchased | $97M | $6M | $24M | $156M | $7M | $40M | $22M | $28M | $12M | $24M | $23M | $31M | |
| Net Stock Activity | $-97M | · | · | $-156M | $-7M | $-40M | $-22M | $-28M | $-12M | $-24M | $-23M | $-31M | |
| Dividends Paid | $62M | $58M | $54M | $49M | $43M | $40M | $34M | $27M | $22M | $19M | $16M | $13M | |
| Financing Cash Flow | $-160M | $-65M | $-86M | $-216M | $-63M | $-88M | $-63M | $-62M | $-41M | $-49M | $-37M | · | |
| Net Change in Cash | $-37M | $72M | $26M | $-136M | $100M | $21M | $49M | $2M | $10M | $-11M | $-4M | $7M | |
| Taxes Paid | $48M | $40M | $39M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $122M | · | · | $82M | $118M | $98M | $85M | $75M | $63M | $53M | $55M | $43M |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.6% | · | · | 27.4% | 23.4% | 20.8% | 20.4% | 24.1% | 20.7% | 19.7% | 22.0% | 20.9% | |
| Net Margin | 18.2% | · | · | 19.9% | 21.7% | 20.6% | 19.8% | 19.0% | 11.9% | 15.1% | 13.9% | 13.4% | |
| Pretax Margin | 25.3% | · | · | 25.8% | 27.0% | 24.2% | 25.0% | 24.6% | 23.7% | 21.9% | 22.7% | 22.3% | |
| EBITDA Margin | 20.6% | · | · | 27.4% | 23.4% | 20.8% | 20.4% | 24.1% | 20.7% | 19.7% | 22.0% | 20.9% | |
| ROA | 13.6% | · | · | 16.1% | 16.0% | 14.4% | 16.0% | 15.9% | 9.8% | 12.0% | 11.6% | 11.5% | |
| ROE | 25.9% | · | · | 31.9% | 24.6% | 23.4% | 23.3% | 22.4% | 14.7% | 17.7% | 17.2% | 17.0% | |
| ROIC | 22.1% | · | · | 34.0% | 21.0% | 19.6% | 19.2% | 22.6% | 12.5% | 15.6% | 16.1% | 15.6% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | · | · | 2.2 | 3.0 | 3.1 | 2.9 | 3.3 | 3.4 | 3.4 | 3.4 | 3.4 | |
| Quick Ratio | 2.3 | · | · | 2.1 | 2.9 | 3.0 | 2.8 | 3.2 | 3.3 | 3.3 | 3.2 | 3.0 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | · | · | 0.8 | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | 0.8 | 0.9 | |
| Receivables Turnover | 3.4 | · | · | 3.3 | 3.7 | 3.5 | 6.6 | 3.5 | 3.5 | 3.6 | 3.6 | 3.7 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.2% | 4.0% | 4.6% | 10.1% | 16.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.3% | 6.2% | 10.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.9% | 8.8% | -1.0% | 3.2% | 22.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.8% | 3.6% | 7.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.8% | 8.6% | -1.9% | 1.1% | 22.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 1.2% | 2.5% | 6.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.1% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 6
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $582M | $559M | $537M | $513M | $466M | $400M | $417M | $380M | $348M | $315M | $313M | $305M | |
| Net Income TTM | $106M | $109M | $100M | $102M | $101M | $83M | $82M | $72M | $41M | $47M | $44M | $41M | |
| P/E | 33.9 | 42.1 | 45.4 | 50.6 | 61.4 | 58.1 | 46.1 | 37.5 | 46.2 | 34.7 | 15.6 | 13.8 | |
| Earnings Yield | 2.9% | 2.4% | 2.2% | 2.0% | 1.6% | 1.7% | 2.2% | 2.7% | 2.2% | 2.9% | 6.4% | 7.2% | |
| Payout Ratio | 58.1% | · | · | 48.1% | 42.7% | 48.2% | 40.6% | 37.7% | 52.9% | 39.6% | 35.9% | 32.1% | |
| Annual Payout | $62M | $58M | $54M | $49M | $43M | $40M | $34M | $27M | $22M | $19M | $16M | $13M |
Rachunek zysków i strat 13
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $172M | $166M | $160M | $147M | $142M | $146M | $137M | $136M | $141M | $145M | $123M | $133M | $140M | $140M | $127M | $127M | |
| SG&A Expense | $7M | $6M | $9M | $8M | $6M | $5M | $6M | $5M | $6M | $6M | $6M | $6M | $7M | $6M | $7M | $7M | |
| Operating Expenses | $144M | $125M | $133M | $118M | $125M | $101M | $110M | $110M | $105M | $114M | $105M | $99M | $110M | $111M | $105M | $90M | |
| Operating Income | $28M | $41M | $27M | $29M | $17M | $44M | $27M | $26M | $36M | $31M | $18M | $34M | $30M | $29M | $22M | $37M | |
| Other Non-op | $12M | $-758.0K | $2M | $7M | $17M | $-9M | $1M | $8M | $2M | $7M | $10M | $-2M | $5M | $5M | $7M | $-4M | |
| Pretax Income | $41M | $42M | $31M | $39M | $37M | $38M | $31M | $36M | $40M | $40M | $30M | $34M | $36M | $36M | $31M | $33M | |
| Income Tax | $11M | $13M | $11M | $11M | $10M | $11M | $8M | $10M | $10M | $10M | $9M | $9M | $11M | $6M | $8M | $9M | |
| Net Income | $29M | $30M | $21M | $28M | $27M | $27M | $24M | $26M | $29M | $30M | $21M | $25M | $26M | $29M | $23M | $24M | |
| EPS (Basic) | $0.60 | $0.59 | $0.41 | $0.55 | $0.52 | $0.52 | $0.46 | $0.51 | $0.57 | $0.59 | $0.41 | $0.48 | $0.50 | $0.57 | $0.44 | $0.47 | |
| EPS (Diluted) | $0.60 | $0.59 | $0.41 | $0.55 | $0.52 | $0.52 | $0.45 | $0.50 | $0.57 | $0.59 | $0.40 | $0.48 | $0.50 | $0.56 | $0.44 | $0.47 | |
| Shares (Basic) | 48,753,000 | 49,790,000 | -102,390,000 | 50,872,000 | 51,185,000 | 51,283,000 | -102,165,000 | 51,177,000 | 51,111,000 | 51,006,000 | -102,438,000 | 51,203,000 | 51,255,000 | 51,132,000 | -207,000 | 51,492,000 | |
| Shares (Diluted) | 48,987,000 | 50,119,000 | -103,314,000 | 51,179,000 | 51,502,000 | 51,650,000 | -102,989,000 | 51,622,000 | 51,517,000 | 51,419,000 | -103,384,000 | 51,645,000 | 51,692,000 | 51,682,000 | -209,000 | 52,008,000 | |
| EBITDA | $28M | $41M | · | $29M | $17M | $44M | · | $26M | $36M | $31M | · | $34M | $30M | $29M | · | $37M |
Bilans 21
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $67M | $119M | $222M | $207M | $232M | $245M | $259M | $220M | $203M | $169M | · | $137M | $148M | $126M | · | $148M | |
| Receivables | $219M | $197M | $182M | $182M | $171M | $167M | $161M | $169M | $166M | $163M | · | $182M | $176M | $173M | · | $166M | |
| Prepaid Expense | $27M | $25M | $24M | $27M | $23M | $21M | $27M | $24M | $22M | $21M | · | $24M | $21M | $20M | · | $18M | |
| Current Assets | $312M | $341M | $428M | $417M | $426M | $433M | $447M | $413M | $391M | $352M | · | $343M | $345M | $318M | · | $333M | |
| PP&E (Net) | $71M | $72M | $72M | $72M | $72M | $72M | $73M | $73M | $73M | $75M | · | $76M | $77M | $69M | · | $64M | |
| PP&E (Gross) | · | · | $194M | · | · | · | $185M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $127M | $124M | $122M | $120M | $117M | $115M | $112M | $111M | $109M | $106M | · | $109M | · | · | · | · | |
| Goodwill | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $9M | |
| Other Non-current Assets | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $7M | $7M | $4M | · | $5M | $2M | $2M | · | $1M | |
| Total Assets | $653M | $687M | $778M | $761M | $759M | $763M | $777M | $744M | $709M | $629M | · | $602M | $604M | $566M | · | $559M | |
| Accounts Payable | $27M | $37M | $7M | $26M | $25M | $37M | $5M | $23M | $22M | $24M | · | $20M | $20M | $26M | · | $32M | |
| Accrued Liabilities | · | · | $24M | · | · | · | $17M | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $158M | $142M | $178M | $155M | $135M | $130M | $163M | $138M | $132M | $114M | · | $130M | $125M | $109M | · | $138M | |
| Capital Leases | $74M | $74M | $76M | $76M | $74M | $74M | $76M | $76M | $70M | $21M | · | $22M | $23M | $12M | · | $13M | |
| Other Non-current Liabilities | $4M | $4M | $5M | $5M | $5M | $5M | $4M | $5M | $5M | $4M | · | $4M | $3M | $3M | · | $3M | |
| Total Liabilities | $364M | $349M | $387M | $359M | $332M | $322M | $356M | $334M | $316M | $255M | · | $249M | $247M | $225M | · | $239M | |
| Common Stock | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | · | $66.0K | $66.0K | $66.0K | · | $66.0K | |
| Retained Earnings | $696M | $682M | $668M | $659M | $646M | $635M | $624M | $615M | $603M | $589M | · | $567M | $555M | $543M | · | $519M | |
| Treasury Stock | $795M | $728M | $646M | $621M | $580M | $553M | $545M | $545M | $546M | $546M | · | $529M | $512M | $513M | · | $492M | |
| Stockholders' Equity | $289M | $338M | $390M | $403M | $428M | $441M | $421M | $410M | $393M | $374M | $356M | $354M | $357M | $342M | $321M | $320M | |
| Liabilities + Equity | $653M | $687M | $778M | $761M | $759M | $763M | $777M | $744M | $709M | $629M | · | $602M | $604M | $566M | · | $559M |
Przepływy pieniężne 12
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $7M | $9M | $5M | $5M | $5M | $8M | $5M | $5M | $6M | $7M | $3M | $5M | $5M | $7M | $4M | $5M | |
| Deferred Tax | $-939.0K | $3M | $-9M | $-3M | $132.0K | $-3M | $-3M | $-3M | $664.0K | $2M | $624.0K | $-2M | $-28.0K | $2M | $-3M | $-4M | |
| Operating Cash Flow | $31M | $-975.0K | $43M | $33M | $36M | $7M | $56M | $30M | $48M | $10M | $71M | $22M | $41M | $-7M | $41M | $29M | |
| CapEx | $2M | $2M | $5M | $3M | $2M | $2M | $3M | $2M | $1M | $1M | $2M | $3M | $5M | $6M | $3M | $3M | |
| Investing Cash Flow | $-2M | $-2M | $-5M | $-3M | $-2M | $-2M | $-3M | $-2M | $-1M | $-1M | $-2M | $-3M | $-5M | $-6M | $-3M | $-3M | |
| Stock Repurchased | $67M | $79M | $91M | $40M | · | · | $1.0K | $-1.0K | $244.0K | $5M | $7M | · | · | · | $14M | $30M | |
| Net Stock Activity | · | $-79M | · | · | · | · | · | · | · | $-5M | · | · | · | · | · | · | |
| Dividends Paid | $15M | $17M | $18M | $15M | $15M | $16M | $14M | $14M | $14M | $16M | $13M | $13M | $13M | $14M | $12M | $12M | |
| Financing Cash Flow | $-81M | $-100M | $-108M | $-55M | $-47M | $-20M | $-12M | $-13M | $-13M | $-27M | $-20M | $-30M | $-13M | $-24M | $-25M | $-42M | |
| Net Change in Cash | $-52M | $-103M | $-70M | $-24M | $-13M | $-14M | $39M | $16M | $35M | $-18M | $50M | $-11M | $23M | $-36M | $13M | $-17M | |
| Free Cash Flow | · | $-3M | · | · | · | $6M | · | · | · | $9M | · | · | · | $-12M | · | · |
Rentowność 7
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.3% | 24.9% | · | 19.7% | 12.1% | 30.5% | · | 19.0% | 25.4% | 21.2% | · | 25.4% | 21.3% | 20.8% | · | 28.9% | |
| Net Margin | 17.1% | 17.8% | · | 19.1% | 18.7% | 18.3% | · | 19.1% | 20.8% | 20.8% | · | 18.4% | 18.4% | 20.8% | · | 19.2% | |
| Pretax Margin | 23.8% | 25.5% | · | 26.2% | 25.9% | 25.9% | · | 26.4% | 28.2% | 27.9% | · | 25.5% | 25.9% | 25.3% | · | 26.3% | |
| EBITDA Margin | 16.3% | 24.9% | · | 19.7% | 12.1% | 30.5% | · | 19.0% | 25.4% | 21.2% | · | 25.4% | 21.3% | 20.8% | · | 28.9% | |
| ROA | 4.2% | 4.1% | · | 3.7% | 3.6% | 3.8% | · | 3.9% | 4.5% | 5.0% | · | 4.2% | 4.4% | 4.9% | · | 4.1% | |
| ROE | 8.2% | 7.6% | · | 6.9% | 6.5% | 6.5% | · | 6.8% | 7.8% | 8.4% | · | 7.3% | 7.4% | 8.0% | · | 6.7% | |
| ROIC | 7.0% | 8.5% | · | 5.2% | 2.9% | 7.1% | · | 4.6% | 6.7% | 6.1% | · | 6.9% | 5.9% | 7.0% | · | 8.4% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.4 | · | 2.7 | 3.2 | 3.3 | · | 3.0 | 3.0 | 3.1 | · | 2.6 | 2.8 | 2.9 | · | 2.4 | |
| Quick Ratio | 1.8 | 2.2 | · | 2.5 | 3.0 | 3.2 | · | 2.8 | 2.8 | 2.9 | · | 2.5 | 2.6 | 2.7 | · | 2.3 |
Efektywność 2
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 |
Wycena (TTM) 5
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $627M | $601M | · | $571M | $564M | $567M | · | $555M | $559M | $559M | · | $541M | $538M | $526M | · | $502M | |
| Net Income TTM | $114M | $111M | · | $107M | $108M | $112M | · | $110M | $110M | $110M | · | $104M | $105M | $109M | · | $104M | |
| P/E | 27.0 | 30.5 | · | 32.1 | 36.5 | 35.3 | · | 52.9 | 44.4 | 38.8 | · | 42.6 | 46.2 | 47.9 | · | 44.3 | |
| Earnings Yield | 3.7% | 3.3% | · | 3.1% | 2.7% | 2.8% | · | 1.9% | 2.2% | 2.6% | · | 2.4% | 2.2% | 2.1% | · | 2.3% | |
| Payout Ratio | · | 56.1% | · | · | · | 61.4% | · | · | · | 51.7% | · | · | · | 49.8% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $582M | $559M | $537M | $513M | $466M |
| Marża Operacyjna % | 20.6% | — | — | 27.4% | 23.4% |
| Zysk netto | $106M | $109M | $100M | $102M | $101M |
| Rozwodniony EPS | $2.07 | $2.11 | $1.94 | $1.96 | $1.90 |
Bilans
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 2.4 | — | — | 2.2 | 3.0 |
| Wskaźnik Szybkości | 2.3 | — | — | 2.1 | 2.9 |
Przepływy pieniężne
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $122M | — | — | $82M | $118M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Właściciele instytucjonalni (13F) 362 emitenci · $2.1B 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 |
|---|---|---|---|---|
| 42 (-11 vs poprzedni kw.) | 52 (+11 vs poprzedni kw.) | 106 (-36 vs poprzedni kw.) | 147 (+28 vs poprzedni kw.) | +5.9M |
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 | $328 643 322 | 4 731 404 | 15,52% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $184 719 346 | 3 143 624 | 8,72% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $128 109 257 | 2 180 212 | 6,05% | Akcje |
| STATE STREET CORP | $114 208 639 | 1 943 646 | 5,39% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $88 652 928 | 1 508 520 | 4,19% | Akcje |
| ROYCE & ASSOCIATES LP | $77 745 180 | 1 323 097 | 3,67% | Akcje |
| Conestoga Capital Advisors, LLC | $74 372 741 | 1 265 704 | 3,51% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $67 076 395 | 1 141 532 | 3,17% | Akcje |
| FIRST TRUST ADVISORS LP | $63 658 823 | 1 083 370 | 3,01% | Akcje |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $62 623 411 | 1 065 749 | 2,96% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $60 724 112 | 1 033 426 | 2,87% | Akcje |
| GENEVA CAPITAL MANAGEMENT LLC | $58 015 034 | 987 322 | 2,74% | Akcje |
| NORGES BANK | $51 934 615 | 883 843 | 2,45% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $50 907 417 | 866 362 | 2,40% | Akcje |
| Resona Asset Management Co.,Ltd. | $44 525 119 | 754 256 | 2,10% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30 967 695 | 527 020 | 1,46% | Akcje |
| TWO SIGMA ADVISERS, LP | $26 221 150 | 377 500 | 1,24% | Akcje |
| Point72 Asset Management, L.P. | $23 180 938 | 394 502 | 1,09% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $22 977 922 | 391 047 | 1,08% | Akcje |
| BAMCO INC /NY/ | $21 406 092 | 364 297 | 1,01% | Akcje |
| GOLDMAN SACHS GROUP INC | $20 546 868 | 349 674 | 0,97% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $20 435 788 | 347 784 | 0,96% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $18 715 639 | 318 510 | 0,88% | Akcje |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | $16 468 515 | 280 267 | 0,78% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $15 666 283 | 266 615 | 0,74% | Akcje |
| Fenimore Asset Management Inc | $15 546 545 | 264 577 | 0,73% | Akcje |
| UBS Group AG | $13 974 009 | 237 815 | 0,66% | Akcje |
| Qube Research & Technologies Ltd | $13 806 661 | 234 967 | 0,65% | Akcje |
| Bank of New York Mellon Corp | $12 894 529 | 219 444 | 0,61% | Akcje |
| Trexquant Investment LP | $12 467 638 | 212 179 | 0,59% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $12 426 741 | 211 483 | 0,59% | Akcje |
| Balyasny Asset Management L.P. | $12 113 609 | 206 154 | 0,57% | Akcje |
| FIFTH THIRD BANCORP | $11 604 994 | 197 498 | 0,55% | Akcje |
| MACKENZIE FINANCIAL CORP | $11 233 443 | 191 175 | 0,53% | Akcje |
| Montanaro Asset Management Ltd | $10 523 270 | 179 089 | 0,50% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $10 510 165 | 178 866 | 0,50% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $10 331 653 | 175 828 | 0,49% | Akcje |
| BLI - Banque de Luxembourg Investments | $9 716 719 | 162 300 | 0,46% | Akcje |
| RHUMBLINE ADVISERS | $9 638 201 | 164 027 | 0,46% | Akcje |
| D. E. Shaw & Co., Inc. | $9 630 294 | 163 892 | 0,45% | Akcje |
| BANK OF AMERICA CORP /DE/ | $7 600 724 | 129 352 | 0,36% | Akcje |
| ProShare Advisors LLC | $7 409 929 | 126 105 | 0,35% | Akcje |
| PEAK6 LLC | $7 051 200 | 120 000 | 0,33% | Opcja sprzedaży |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6 526 297 | 111 067 | 0,31% | Akcje |
| ALPS ADVISORS INC | $6 519 892 | 110 958 | 0,31% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $6 367 469 | 108 364 | 0,30% | Akcje |
| AMERIPRISE FINANCIAL INC | $6 213 987 | 105 752 | 0,29% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $6 137 937 | 94 068 | 0,29% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $5 987 644 | 101 900 | 0,28% | Akcje |
| Swiss National Bank | $5 793 736 | 98 600 | 0,27% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $5 484 130 | 93 331 | 0,26% | Akcje |
| NICHOLAS COMPANY, INC. | $5 336 583 | 90 820 | 0,25% | Akcje |
| California Public Employees Retirement System | $5 104 540 | 86 871 | 0,24% | Akcje |
| STIFEL FINANCIAL CORP | $4 977 338 | 84 705 | 0,23% | Akcje |
| Granite Investment Partners, LLC | $4 970 626 | 84 592 | 0,23% | Akcje |
| Vest Financial, LLC | $4 742 520 | 80 710 | 0,22% | Akcje |
| Retirement Systems of Alabama | $4 687 579 | 79 775 | 0,22% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 447 779 | 75 694 | 0,21% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 943 188 | 60 432 | 0,19% | Akcje |
| Jefferies Financial Group Inc. | $3 927 636 | 66 842 | 0,19% | Akcje |
| Holocene Advisors, LP | $3 811 232 | 64 861 | 0,18% | Akcje |
| BARCLAYS PLC | $3 740 662 | 63 660 | 0,18% | Akcje |
| Cubist Systematic Strategies, LLC | $3 539 944 | 50 949 | 0,17% | Akcje |
| LPL Financial LLC | $3 244 773 | 55 221 | 0,15% | Akcje |
| Longaeva Partners L.P. | $3 187 965 | 54 254 | 0,15% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3 124 505 | 53 174 | 0,15% | Akcje |
| CAPSTONE INVESTMENT ADVISORS, LLC | $3 064 863 | 52 159 | 0,14% | Akcje |
| MetLife Investment Management, LLC | $3 014 447 | 51 301 | 0,14% | Akcje |
| BlackRock, Inc. | $2 874 480 | 48 919 | 0,14% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $2 846 158 | 48 437 | 0,13% | Akcje |
| EFG Asset Management (Americas) Corp. | $2 828 739 | 40 713 | 0,13% | Akcje |
| Numerai GP LLC | $2 697 672 | 45 910 | 0,13% | Akcje |
| Y-Intercept (Hong Kong) Ltd | $2 681 748 | 45 639 | 0,13% | Akcje |
| ALGERT GLOBAL LLC | $2 651 251 | 45 120 | 0,13% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2 571 573 | 43 764 | 0,12% | Akcje |
| Bridge City Capital, LLC | $2 379 898 | 40 502 | 0,11% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 333 301 | 39 709 | 0,11% | Akcje |
| Assenagon Asset Management S.A. | $2 311 736 | 39 342 | 0,11% | Akcje |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $2 229 942 | 37 950 | 0,11% | Akcje |
| Freestone Grove Partners LP | $2 076 931 | 35 346 | 0,10% | Akcje |
| LMR Partners LLP | $2 061 360 | 35 081 | 0,10% | Akcje |
| ALLSTATE CORP | $1 857 580 | 31 613 | 0,09% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1 845 566 | 30 914 | 0,09% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $1 763 740 | 30 016 | 0,08% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $1 735 128 | 29 529 | 0,08% | Akcje |
| Cetera Investment Advisers | $1 697 865 | 28 895 | 0,08% | Akcje |
| Legal & General Group Plc | $1 663 319 | 28 307 | 0,08% | Akcje |
| MIROVA | $1 649 041 | 28 064 | 0,08% | Akcje |
| SEI INVESTMENTS CO | $1 626 150 | 27 657 | 0,08% | Akcje |
| CITADEL ADVISORS LLC | $1 575 179 | 26 807 | 0,07% | Akcje |
| AlphaQuest LLC | $1 536 247 | 22 117 | 0,07% | Akcje |
| PEAK6 LLC | $1 529 111 | 26 023 | 0,07% | Akcje |
| H D Vest Advisory Services | $1 508 676 | 20 194 | 0,07% | Akcje |
| State of New Jersey Common Pension Fund D | $1 454 192 | 24 748 | 0,07% | Akcje |
| JANUS HENDERSON GROUP PLC | $1 447 949 | 22 201 | 0,07% | Akcje |
| Campbell & CO Investment Adviser LLC | $1 419 583 | 24 159 | 0,07% | Akcje |
| State of Tennessee, Department of Treasury | $1 406 950 | 23 944 | 0,07% | Akcje |
| KLP KAPITALFORVALTNING AS | $1 392 612 | 23 700 | 0,07% | Akcje |
| MORGAN STANLEY | $1 368 198 | 23 284 | 0,06% | Akcje |
| WINTON GROUP Ltd | $1 357 650 | 23 105 | 0,06% | Akcje |
Insiderzy spółki 41 insiderów · 27 dyrektorzy generalni · 15 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Catherine Corrigan | Chief Executive Officer | 17 sierpnia 2026 M | 129 108 | 0 | 20 | $-2 842 096 |
| Richard L Schlenker JR | EVP & Chief Financial Officer | 13 marca 2026 A | 230 351 | 0 | 0 | $0 |
| Bradley A James | Group Vice President | 26 maja 2026 S | 1 105 | 0 | 1 | $-114 920 |
| Richard Reiss | Group Vice President | 19 maja 2026 S | 2 288 | 0 | 1 | $-98 063 |
| Joseph Sala | Group Vice President | 13 maja 2026 S | 0 | 0 | 1 | $-117 060 |
| Joseph Rakow | Group Vice President | 13 maja 2026 S | 0 | 0 | 1 | $-160 974 |
| John Pye | VP Global Offices & Innovation | 6 kwietnia 2026 A | 29 131 | 0 | 2 | $-303 907 |
| Brian Kundert | Chief Human Resources Officer | 13 marca 2026 A | — | 0 | 0 | $0 |
| Maureen T. F. Reitman | Group Vice President | 13 marca 2026 A | 39 226 | 0 | 0 | $0 |
| Eric Guyer | Group Vice Presient | 20 maja 2024 S | 0 | 0 | 0 | $0 |
| Sally Shepard | Chief Human Resources Officer | 15 marca 2024 A | 23 745 | 0 | 0 | $0 |
| Steven J Murray | Group Vice President | 21 sierpnia 2023 S | 27 412 | 0 | 0 | $0 |
| Harri Kytomaa | Group Vice President | 15 marca 2023 M | 14 656 | 0 | 0 | $0 |
| John Joseph Doyle | Group Vice President | 10 marca 2023 A | — | 0 | 0 | $0 |
| Robert Haddad | Group Vice President | 12 marca 2021 A | 5 227 | 0 | 0 | $0 |
| John Osteraas | Group Vice President | 15 marca 2019 A | 24 577 | 0 | 0 | $0 |
| Paul Boehm | Group Vice President | 16 sierpnia 2016 S | 24 045 | 0 | 0 | $0 |
| Robert D Caligiuri | Group Vice President | 12 sierpnia 2016 S | 129 512 | 0 | 0 | $0 |
| Elizabeth L Anderson | Chief Science Officer | 9 marca 2016 M | 12 701 | 0 | 0 | $0 |
| Subbaiah V Malladi | Chief Technical Officer | 9 marca 2016 M | 45 711 | 0 | 0 | $0 |
| John E Moalli | Group Vice President | 22 kwietnia 2013 S | 945 | 0 | 0 | $0 |
| Robert C Lange | Group Vice President | 9 marca 2012 A | — | 0 | 0 | $0 |
| Roger L Mccarthy | Chairman Emeritus | 9 marca 2007 A | 0 | 0 | 0 | $0 |
| Larry W Anderson | Group Vice President | 10 marca 2006 A | 33 058 | 0 | 0 | $0 |
| Charles A Rau JR | Corporate Vice President | 26 lutego 2004 S | 215 100 | 0 | 0 | $0 |
| Piotr D Moncarz | Corporate Vice President | 12 lutego 2004 S | 50 843 | 0 | 0 | $0 |
| Angela A Meyer | Vice President Client Services | 28 sierpnia 2003 M | 0 | 0 | 0 | $0 |
| George H. Brown | Dyrektor | 4 czerwca 2026 A | 10 730 | 0 | 0 | $0 |
| Carol Lindstrom | Dyrektor | 4 czerwca 2026 A | 9 405 | 0 | 0 | $0 |
| Debra Zumwalt | Dyrektor | 4 czerwca 2026 A | 31 830 | 0 | 0 | $0 |
| Karen A Richardson | Dyrektor | 4 czerwca 2026 A | 2 009 | 0 | 0 | $0 |
| Paul R Johnston | Dyrektor | 3 czerwca 2026 M | 62 940 | 0 | 0 | $0 |
| John B Shoven | Dyrektor | 7 czerwca 2023 M | 72 791 | 0 | 0 | $0 |
| Michael R Gaulke | Dyrektor | 30 maja 2018 M | 70 671 | 0 | 0 | $0 |
| Stephen C Riggins | Dyrektor | 31 maja 2017 M | 3 324 | 0 | 0 | $0 |
| Samuel H Armacost | Dyrektor | 28 maja 2014 M | 95 867 | 0 | 0 | $0 |
| Mary B Cranston | Dyrektor | 28 maja 2014 M | 4 156 | 0 | 0 | $0 |
| DENEND LESLIE G | Dyrektor | 26 lipca 2013 S | 0 | 0 | 0 | $0 |
| Jon R Katzenbach | Dyrektor | 3 czerwca 2010 M | 13 419 | 0 | 0 | $0 |
| Edward J Keith | Dyrektor | 2 czerwca 2004 A | — | 0 | 0 | $0 |
| Barbara M Barrett | — | 1 maja 2008 M | 45 628 | 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 |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 1,85% | 339 NS | 30 kwietnia 2026 | N-PORT |
| SMDV · ProShares Trust | 0,77% | 86 865 NS | 31 maja 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,76% | 112 NS | 30 kwietnia 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 0,70% | 104 492 NS | 31 maja 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,53% | 66 040 NS | 30 kwietnia 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,49% | 410 720 SH | 8 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,28% | 11 994 SH | 8 sierpnia 2026 | Dziennie |
| SMMV · iShares Trust | 0,24% | 10 527 SH | 8 sierpnia 2026 | Dziennie |
| PAVE · Global X Funds | 0,21% | 493 837 NS | 31 maja 2026 | N-PORT |
| IWO · iShares Trust | 0,20% | 450 393 SH | 8 sierpnia 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,17% | 52 642 SH | 8 sierpnia 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,15% | 1 773 NS | 30 kwietnia 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,12% | 210 NS | 30 kwietnia 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,12% | 57 637 NS | 31 maja 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,11% | 17 558 NS | 30 kwietnia 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,11% | 46 825 SH | 8 sierpnia 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,11% | 6 976 SH | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,10% | 1 247 524 SH | 8 sierpnia 2026 | Dziennie |
| XJH · iShares Trust | 0,10% | 6 600 SH | 8 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,10% | 21 625 NS | 30 kwietnia 2026 | N-PORT |
| ISCG · iShares Trust | 0,10% | 15 051 SH | 8 sierpnia 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,09% | 5 570 NS | 30 kwietnia 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 283 660 SH | 8 sierpnia 2026 | Dziennie |
| IJK · iShares Trust | 0,09% | 146 950 SH | 8 sierpnia 2026 | Dziennie |
| IJH · iShares Trust | 0,09% | 1 673 531 SH | 8 sierpnia 2026 | Dziennie |
| IJJ · iShares Trust | 0,09% | 118 174 SH | 8 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 638 155 SH | 8 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,08% | 78 280 SH | 8 sierpnia 2026 | Dziennie |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,08% | 20 013 SH | 8 sierpnia 2026 | Dziennie |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,08% | 24 891 SH | 8 sierpnia 2026 | Dziennie |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 7 011 NS | 30 kwietnia 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 157 890 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,07% | 2 352 NS | 31 maja 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 20 493 NS | 30 kwietnia 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,07% | 826 NS | 30 kwietnia 2026 | N-PORT |
| MVV · ProShares Trust | 0,06% | 1 723 NS | 31 maja 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 240 677 NS | 31 maja 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 77 661 NS | 31 maja 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,05% | 14 888 NS | 30 kwietnia 2026 | N-PORT |
| ISCB · iShares Trust | 0,05% | 2 085 SH | 8 sierpnia 2026 | Dziennie |
| UMDD · ProShares Trust | 0,04% | 241 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1 840 NS | 31 maja 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,04% | 59 844 SH | 8 sierpnia 2026 | Dziennie |
| URTY · ProShares Trust | 0,03% | 1 862 NS | 31 maja 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 3 101 SH | 8 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 556 365 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 107 134 SH | 8 sierpnia 2026 | Dziennie |
| SFGV · EA Series Trust | 0,03% | 5 056 NS | 29 maja 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 4 979 NS | 31 maja 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,03% | 5 688 SH | 8 sierpnia 2026 | Dziennie |