FBNC First Bancorp - Common Stock
$65,75
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 6, 2026
Zakres 52 tyg.
$46–$67
95% of range
Ocena Analityków
STRONG BUY
11 analysts
Cena Docelowa
$69
+6% upside
P/E (TTM)
24.5
ROE
6.9%
Marża Zysku Netto
164.2%
O First Bancorp - Common Stock Przegląd firmy z Wikipedii
First Bancorp is an American bank holding company headquartered in Southern Pines, North Carolina, that operates as First Bank in North Carolina and South Carolina.
Czytaj więcej
First Bancorp is an American bank holding company headquartered in Southern Pines, North Carolina, that operates as First Bank in North Carolina and South Carolina.
As of 2023, First Bancorp has 118 branches and about $12 billion in assets. First Bank was the sixth largest bank in North Carolina. It had branches in North Carolina including in Asheville, Charlotte, Winston-Salem, and Wilmington and twelve branches in the South Carolina communities of Greenville, Greer, Anderson, Fountain Inn, Columbia, Orangeburg, Charleston, Cheraw, Dillon, Florence, Blacksburg and Rock Hill.
First Bancorp has two additional subsidiaries: Montgomery Data Services, Inc. and First Bank Insurance Services, Inc., which in February 2010 bought The Insurance Center, Inc.
## History
Bank of Montgomery began in Troy, North Carolina, in 1935 and changed its name to First Bank in February 1985.
On December 16, 1999, First Bancorp agreed to buy First Savings Bancorp Inc., parent of First Savings Bank of Moore County, with six branches and $325 million in assets, for $78.4 million in stock.
On October 23, 2000, First Bancorp announced its purchase of Century Bancorp of Thomasville and its subsidiary Home Savings, founded in 1915. At the time, First Bank had 43 branches in 15 counties. In the Thomasville area First Bank already had branches in High Point and Archdale.
On October 1, 2008, First Bancorp announced the completion of its merger with Great Pee Dee Bancorp, Inc., the holding company of Sentry Bank and Trust, headquartered in Cheraw, South Carolina, with branches in Cheraw and Florence, $221 million in assets, and $155 million in deposits.
On June 19, 2009, the Federal Deposit Insurance Corporation closed Cooperative Bank of Wilmington, chartered in 1898 and the second bank in North Carolina to fail in 2009; First Bank took over its 24 branches and $774 million in deposits as of June 22.
In 2011, First Bancorp took over five Bank of Asheville branches with $210 million in assets after state regulators closed the bank.
In 2013, First Bancorp moved its corporate headquarters from Troy, North Carolina, to Southern Pines, North Carolina.
On March 4, 2016, First Bancorp and First Community Bank announced a deal in which First Community would sell all three of its branches in Winston-Salem, North Carolina, and one each in Huntersville, North Carolina, and Mooresville, North Carolina, to First Bancorp. Deposits at these branches totalled $130 million. First Bank would sell seven Virginia branches to First Community. With deposits totalling $150 million, these were located in Abingdon, Blacksburg, Christiansburg, Fort Chiswell, Radford, Salem and Wytheville.
On March 4, 2017, First Bancorp completed a $93 million deal with Carolina Bank Holdings Inc. of Greensboro, North Carolina, which would add $706 million in assets, $601 million in deposits, eight branches and three mortgage offices.
A $175 million cash and stock deal with ASB Bancorp Inc. of Asheville, North Carolina, completed March 19, 2018, gave First Bancorp an additional $803 million in assets and 13 Asheville Savings Bank branches in Buncombe, Madison, McDowell, Henderson and Transylvania Counties in Western North Carolina.
In its first acquisition since 2017, First Bancorp announced a $314.3 million deal with Dunn, North Carolina–based Select Bancorp Inc. on June 1, 2021. First Bancorp gains $1.8 billion in assets and 22 branches, including branches in South Carolina and Virginia, for a total of $9.6 billion in assets, and reaches fifth place in deposits in North Carolina with $7.2 billion. The deal was completed October 18, 2021.
On January 3, 2023, First Bancorp announced the completion of the $181.1 million purchase of Greenville, South Carolina-based GrandSouth Bancorp. The deal gave First Bancorp $1.3 billion more in assets and eight branches including its first in Charleston, South Carolina, and Columbia, South Carolina.
On July 14, 2026, First Bancorp announced the $166 million purchase of First Carolina Bancshares Corp. of Florence, South Carolina, which had $831 million in assets.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
FBNC Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$65.75
Kapitalizacja Rynkowa
$2.72B
P/E (TTM)
24.5
EPS (TTM)
$2.68
Przychody (TTM)
$68M
Stopa dywidendy
1.4%
ROE
6.9%
D/E Dług/Kapitał
0.0
Zakres 52 tyg.
$46 – $67
FBNC Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$68M
2021-12-31
→
2025-12-31
EPS
$2.68
2018-12-31
→
2025-12-31
Wolny przepływ pieniężny
$199M
2018-12-31
→
2025-12-31
Marże
164.2%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
FBNC
Mediana porównawcza
P/E (TTM)
24.5
12.6
P/S (TTM)
40.2
2.5
P/B
1.6
1.0
Price / FCF (Cena / FCF)
13.7
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
FBNC
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
164.2%
28.4%
ROA
0.89%
1.1%
ROE
6.9%
8.7%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
FBNC
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
0.0
1.7
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
FBNC
Mediana porównawcza
Revenue YoY (Przychody R/R)
-3.6%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
57.1%
—
EPS YoY
45.6%
—
Net Income YoY (Zysk Netto R/R)
45.7%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
FBNC
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
33.6%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
1.4%
Wskaźnik Wypłaty Dywidendy
33.6%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 30 czerwca 2026 | $0,2400 |
| 31 marca 2026 | $0,2400 |
| 31 grudnia 2025 | $0,2300 |
| 30 września 2025 | $0,2300 |
| 30 czerwca 2025 | $0,2300 |
| 31 marca 2025 | $0,2200 |
| 31 grudnia 2024 | $0,2200 |
| 30 września 2024 | $0,2200 |
| 28 czerwca 2024 | $0,2200 |
| 27 marca 2024 | $0,2200 |
| 28 grudnia 2023 | $0,2200 |
| 28 września 2023 | $0,2200 |
| 29 czerwca 2023 | $0,2200 |
| 30 marca 2023 | $0,2200 |
| 29 grudnia 2022 | $0,2200 |
| 29 września 2022 | $0,2200 |
| 29 czerwca 2022 | $0,2200 |
| 30 marca 2022 | $0,2200 |
| 30 grudnia 2021 | $0,2000 |
| 29 września 2021 | $0,2000 |
FBNC Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
11 analityków
- Mocne kupno 4 36,4%
- Kup 4 36,4%
- Trzymaj 3 27,3%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
5 analityków · 2026-08-16
Mediana
$70.00
Średnia
$69.40
Teraz
$65.75
Niski
$65.00
Wysoki
$72.00
Średni cel
$70.00
+6,5%
Średnia cel
$69.40
+5,6%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.06%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.22 | $1.17 | 0.05% |
| 31 marca 2026 | $1.13 | $1.11 | 0.02% |
| 31 grudnia 2025 | $1.19 | $1.06 | 0.13% |
| 30 września 2025 | $1.01 | $0.94 | 0.07% |
| 30 czerwca 2025 | $0.93 | $0.89 | 0.04% |
| 31 marca 2025 | $0.84 | $0.80 | 0.04% |
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 |
|---|---|---|---|---|---|---|
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | — |
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| CUBI | — | — | — | — | — | — |
| FRME | — | — | — | — | — | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| SYBT | $1.91B | 13.7 | — | 35.3% | 13.5% | — |
| BUSE | — | — | — | — | — | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $68M | $70M | $33M | $17M | $25M | |
| Interest Expense | · | · | $142M | $16M | $10M | |
| Interest Income | $557M | $519M | $489M | $341M | $256M | |
| Pretax Income | $140M | $98M | $132M | $185M | $120M | |
| Income Tax | $28M | $22M | $28M | $38M | $25M | |
| Net Income | $111M | $76M | $104M | $147M | $96M | |
| EPS (Basic) | $2.68 | $1.85 | $2.54 | $4.12 | $3.19 | |
| EPS (Diluted) | $2.68 | $1.84 | $2.53 | $4.12 | $3.19 | |
| Shares (Basic) | 41,196,459 | 41,021,475 | 40,746,772 | 35,485,620 | 29,876,151 | |
| Shares (Diluted) | 41,453,247 | 41,327,216 | 41,164,834 | 35,674,730 | 30,027,785 |
Bilans 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| PP&E (Net) | $139M | $143M | $151M | $134M | $136M | |
| PP&E (Gross) | $216M | $217M | $220M | $195M | $191M | |
| Accum. Depreciation | $77M | $73M | $69M | $61M | $55M | |
| Goodwill | $479M | $479M | $479M | $364M | $364M | |
| Intangibles | $17M | $23M | $30M | $13M | $18M | |
| Total Assets | $12.67B | $12.15B | $12.11B | $10.63B | $10.51B | |
| Short-term Debt | $0 | $0 | $529M | $221M | $0 | |
| Total Liabilities | $11.01B | $10.70B | $10.74B | $9.59B | $9.28B | |
| Long-term Debt | $75M | $92M | $630M | $288M | $67M | |
| Total Debt | $0 | $0 | $529M | $220M | $0 | |
| Common Stock | $974M | $971M | $964M | $725M | $723M | |
| Retained Earnings | $830M | $756M | $716M | $648M | $533M | |
| AOCI | $-149M | $-282M | $-308M | $-342M | $-25M | |
| Stockholders' Equity | $1.65B | $1.45B | $1.37B | $1.03B | $1.23B | |
| Liabilities + Equity | $12.67B | $12.15B | $12.11B | $10.63B | $10.51B | |
| Shares Outstanding | 41,466,227 | 41,347,000 | 41,110,000 | 35,704,000 | 35,629,000 |
Przepływy pieniężne 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Stock-based Comp | $4M | $5M | $5M | $3M | $2M | |
| Amort. of Intangibles | $6M | $7M | $8M | $4M | $4M | |
| Operating Cash Flow | $203M | $175M | $131M | $231M | $142M | |
| CapEx | $4M | $3M | $4M | $5M | $9M | |
| Investing Cash Flow | $-562M | $170M | $-191M | $-713M | $-1.27B | |
| Debt Issued | · | · | · | $0 | $0 | |
| Net Debt Issued | · | · | · | $-133.0K | $-6M | |
| Stock Repurchased | $991.0K | $0 | $0 | $0 | $4M | |
| Net Stock Activity | $-991.0K | · | $0 | $0 | $-4M | |
| Dividends Paid | $37M | $36M | $35M | $31M | $22M | |
| Financing Cash Flow | $161M | $-75M | $28M | $292M | $1.23B | |
| Net Change in Cash | $-198M | $270M | $-32M | $-191M | $94M | |
| Taxes Paid | $11M | $34M | $30M | $40M | $33M | |
| Free Cash Flow | $199M | $172M | $127M | $225M | $129M | |
| Levered FCF | · | · | $15M | $213M | $122M |
Rentowność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 164.2% | 108.7% | 317.3% | 37.4% | 29.9% | |
| Pretax Margin | 206.3% | 139.9% | 402.1% | 47.1% | 37.6% | |
| ROA | 0.89% | 0.63% | 0.92% | 1.4% | 1.1% | |
| ROE | 6.9% | 5.2% | 7.9% | 14.6% | 8.8% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.4 | 0.2 | 0.0 |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | -3.6% | 113.7% | 88.1% | -31.1% | · | |
| Revenue CAGR 3Y | 57.1% | 40.4% | · | · | · | |
| EPS YoY | 45.6% | -27.3% | -38.6% | 29.1% | 13.5% | |
| EPS CAGR 3Y | -13.4% | -16.8% | -3.4% | · | · | |
| EPS CAGR 5Y | -0.94% | · | · | · | · | |
| Net Income YoY | 45.7% | -26.8% | -29.1% | 53.6% | 17.4% | |
| Net Income CAGR 3Y | -8.9% | -7.3% | 8.5% | · | · | |
| Net Income CAGR 5Y | 6.4% | · | · | · | · | |
| Dividend CAGR 5Y | 12.2% | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $68M | $70M | $33M | $17M | $25M | |
| Net Income TTM | $111M | $76M | $104M | $147M | $96M | |
| Market Cap | $2.11B | $1.82B | $1.52B | $1.53B | $1.63B | |
| P/E | 19.0 | 23.9 | 14.6 | 10.4 | 14.3 | |
| P/S | 31.1 | 25.9 | 46.4 | 87.7 | 64.3 | |
| P/B | 1.3 | 1.3 | 1.1 | 1.5 | 1.3 | |
| P / Tangible Book | 1.8 | 1.9 | 1.8 | 2.3 | 1.9 | |
| P / Cash Flow | 10.4 | 10.4 | 11.6 | 6.6 | 11.7 | |
| P / FCF | 10.6 | 10.6 | 12.0 | 6.8 | 12.6 | |
| Dividend Yield | 1.8% | 2.0% | 2.3% | 2.0% | 1.4% | |
| Earnings Yield | 5.3% | 4.2% | 6.8% | 9.6% | 7.0% | |
| Payout Ratio | 33.6% | 47.6% | 33.6% | 20.9% | 23.2% | |
| Annual Payout | $37M | $36M | $35M | $31M | $22M |
Rachunek zysków i strat 9
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $48M | $47M | · | $39M | $34M | $25M | · | $3M | |
| Interest Income | $148M | $142M | $144M | $144M | $137M | $133M | $132M | $131M | $129M | $127M | $127M | $124M | $121M | $117M | $93M | $88M | |
| Pretax Income | $63M | $59M | $17M | $26M | $50M | $47M | $7M | $23M | $37M | $32M | $38M | $38M | $37M | $19M | $48M | $48M | |
| Income Tax | $13M | $12M | $1M | $6M | $11M | $10M | $3M | $4M | $8M | $7M | $8M | $8M | $8M | $4M | $10M | $10M | |
| Net Income | $51M | $47M | $16M | $20M | $39M | $36M | $4M | $19M | $29M | $25M | $30M | $30M | $29M | $15M | $38M | $38M | |
| EPS (Basic) | $1.22 | $1.13 | $0.38 | $0.49 | $0.93 | $0.88 | $0.09 | $0.45 | $0.70 | $0.61 | $0.72 | $0.73 | $0.72 | $0.37 | $1.08 | $1.06 | |
| EPS (Diluted) | $1.22 | $1.13 | $0.38 | $0.49 | $0.93 | $0.88 | $0.08 | $0.45 | $0.70 | $0.61 | $0.72 | $0.73 | $0.71 | $0.37 | $1.08 | $1.06 | |
| Shares (Basic) | 41,184,914 | 41,250,500 | -82,340,454 | 41,237,874 | 41,168,260 | 41,130,779 | -81,673,594 | 40,971,520 | 40,879,684 | 40,843,865 | -81,302,527 | 40,744,042 | 40,721,840 | 40,583,417 | -70,891,784 | 35,469,001 | |
| Shares (Diluted) | 41,375,377 | 41,459,357 | -82,876,213 | 41,481,542 | 41,441,393 | 41,406,525 | -82,551,254 | 41,366,743 | 41,262,091 | 41,249,636 | -82,276,016 | 41,199,058 | 41,129,100 | 41,112,692 | -71,312,165 | 35,703,446 |
Bilans 15
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $138M | $139M | $139M | $141M | $142M | $142M | $143M | $145M | $147M | $151M | · | $152M | $152M | $153M | · | $134M | |
| PP&E (Gross) | · | · | $216M | · | · | · | $217M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $77M | · | · | · | $73M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $479M | $479M | $479M | $479M | $479M | $479M | $479M | $479M | $479M | $479M | · | $479M | $479M | $479M | $364M | $364M | |
| Intangibles | $15M | $16M | $17M | $19M | $20M | $21M | $23M | $24M | $26M | $31M | · | $35M | $37M | $39M | · | $14M | |
| Total Assets | $13.04B | $12.95B | $12.67B | $12.75B | $12.61B | $12.44B | $12.15B | $12.15B | $12.06B | $12.09B | · | $11.98B | $12.03B | $12.36B | · | $10.52B | |
| Short-term Debt | · | · | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $11.33B | $11.26B | $11.01B | $11.15B | $11.05B | $10.93B | $10.70B | $10.68B | $10.66B | $10.72B | · | $10.72B | $10.74B | $11.06B | · | $9.53B | |
| Long-term Debt | $75M | $75M | $75M | $92M | $92M | $92M | $92M | $92M | $92M | $332M | · | $402M | $482M | $606M | · | $226M | |
| Common Stock | $967M | $969M | $974M | $973M | $973M | $971M | $971M | $970M | $967M | $965M | · | $963M | $961M | $959M | · | $725M | |
| Retained Earnings | $907M | $866M | $830M | $823M | $813M | $784M | $756M | $762M | $752M | $733M | · | $696M | $675M | $655M | · | $618M | |
| AOCI | $-157M | $-152M | $-149M | $-193M | $-230M | $-247M | $-282M | $-255M | $-315M | $-322M | $-308M | $-401M | $-338M | $-314M | · | $-358M | |
| Stockholders' Equity | $1.72B | $1.68B | $1.65B | $1.60B | $1.56B | $1.51B | $1.45B | $1.48B | $1.40B | $1.38B | $1.37B | $1.26B | $1.30B | $1.30B | $1.03B | $984M | |
| Liabilities + Equity | $13.04B | $12.95B | $12.67B | $12.75B | $12.61B | $12.44B | $12.15B | $12.15B | $12.06B | $12.09B | · | $11.98B | $12.03B | $12.36B | · | $10.52B | |
| Shares Outstanding | 41,374,221 | 41,375,026 | 41,466,227 | 41,465,437 | 41,468,098 | 41,368,828 | 41,347,418 | 41,340,099 | 41,187,943 | 41,156,286 | 41,110,000 | 41,085,498 | 41,082,678 | 40,986,990 | 35,704,000 | 35,711,754 |
Przepływy pieniężne 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $1M | $949.0K | $865.0K | $577.0K | $1M | $1M | $1M | $1M | $1M | $662.0K | $1M | $2M | $1M | $1M | $696.0K | $738.0K | |
| Amort. of Intangibles | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $825.0K | $889.0K | |
| Operating Cash Flow | $66M | $61M | $55M | $50M | $46M | $53M | $69M | $38M | $88M | $-20M | $38M | $28M | $29M | $37M | $51M | $49M | |
| CapEx | $1M | $2M | $1M | $1M | $1M | $243.0K | $498.0K | $438.0K | $80.0K | $2M | $1M | $1M | $2M | $346.0K | $2M | $1M | |
| Investing Cash Flow | $-174M | $-21M | $-183M | $-204M | $-184M | $9M | $-322M | $88M | $232M | $171M | $-89M | $-92M | $-43M | $32M | $-102M | $-234M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $-34.0K | · | · | |
| Stock Repurchased | $2M | $5M | $-1.0K | $0 | $0 | $992.0K | $0 | $0 | $0 | $0 | · | · | · | · | · | $0 | |
| Net Stock Activity | · | $-5M | · | · | · | $-992.0K | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $10M | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $8M | $8M | $8M | |
| Financing Cash Flow | $59M | $248M | $-161M | $41M | $77M | $204M | $16M | $10M | $-65M | $-35M | $15M | $-23M | $-339M | $374M | $51M | $21M | |
| Net Change in Cash | $-48M | $288M | $-288M | $-113M | $-61M | $265M | $-237M | $136M | $255M | $116M | $-36M | $-87M | $-353M | $443M | $803.0K | $-165M | |
| Taxes Paid | $687.0K | $817.0K | $2M | $210.0K | $9M | $41.0K | $7M | $12M | $14M | $22.0K | $8M | $9M | $13M | $46.0K | $11M | $13M | |
| Free Cash Flow | · | $59M | · | · | · | $52M | · | · | · | $-22M | · | · | · | $36M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-59M | · | · | · | $17M | · | · |
Rentowność 4
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 39.7% | 38.1% | · | 22.7% | 34.7% | 34.4% | · | 19.3% | 30.0% | 27.4% | · | 29.9% | 29.0% | 14.3% | · | 37.1% | |
| Pretax Margin | 49.8% | 48.2% | · | 29.0% | 44.9% | 44.2% | · | 23.4% | 38.5% | 34.5% | · | 37.7% | 36.8% | 18.2% | · | 47.1% | |
| ROA | 0.39% | 0.37% | · | 0.16% | 0.31% | 0.30% | · | 0.15% | 0.24% | 0.21% | · | 0.27% | 0.26% | 0.13% | · | 0.40% | |
| ROE | 3.1% | 2.9% | · | 1.3% | 2.6% | 2.5% | · | 1.4% | 2.1% | 1.9% | · | 2.7% | 2.5% | 1.2% | · | 4.0% |
Efektywność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Wycena (TTM) 9
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $156M | $142M | · | $114M | $122M | $109M | · | $103M | $113M | $100M | · | $112M | $119M | $124M | · | $136M | |
| Market Cap | $2.65B | $2.33B | · | $2.19B | $1.83B | $1.66B | · | $1.72B | $1.31B | $1.49B | · | $1.16B | $1.22B | $1.46B | · | $1.31B | |
| P/E | 17.0 | 16.4 | · | 19.2 | 14.9 | 15.2 | · | 16.7 | 11.6 | 14.9 | · | 9.8 | 9.4 | 10.4 | · | 9.1 | |
| P/B | 1.5 | 1.4 | · | 1.4 | 1.2 | 1.1 | · | 1.2 | 0.9 | 1.1 | · | 0.9 | 0.9 | 1.1 | · | 1.3 | |
| P / Tangible Book | 2.2 | 2.0 | · | 2.0 | 1.7 | 1.6 | · | 1.8 | 1.5 | 1.7 | · | 1.6 | 1.6 | 1.9 | · | 2.2 | |
| P / Cash Flow | · | 38.1 | · | · | · | 31.6 | · | · | · | -74.0 | · | · | · | 39.8 | · | · | |
| P / FCF | · | 39.3 | · | · | · | 31.7 | · | · | · | -68.4 | · | · | · | 40.1 | · | · | |
| Earnings Yield | 5.9% | 6.1% | · | 5.2% | 6.7% | 6.6% | · | 6.0% | 8.6% | 6.7% | · | 10.2% | 10.7% | 9.6% | · | 11.0% | |
| Payout Ratio | · | 20.4% | · | · | · | 25.0% | · | · | · | 35.8% | · | · | · | 51.8% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $68M | $70M | $33M | $17M | $25M |
| Zysk netto | $111M | $76M | $104M | $147M | $96M |
| Rozwodniony EPS | $2.68 | $1.84 | $2.53 | $4.12 | $3.19 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.0 | 0.0 | 0.4 | 0.2 | 0.0 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $199M | $172M | $127M | $225M | $129M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 253 emitenci · $1.4B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 29 (-7 vs poprzedni kw.) | 18 (-1 vs poprzedni kw.) | 81 (+5 vs poprzedni kw.) | 65 (-2 vs poprzedni kw.) | +3.7M |
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 |
|---|---|---|---|---|
| FMR LLC | $187 215 425 | 2 928 444 | 12,99% | Akcje |
| STATE STREET CORP | $139 498 127 | 2 174 048 | 9,68% | Akcje |
| VANGUARD GROUP INC | $128 502 458 | 2 530 074 | 8,92% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $117 288 471 | 1 834 639 | 8,14% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $103 112 058 | 1 612 890 | 7,16% | Akcje |
| WESTWOOD HOLDINGS GROUP INC | $72 769 920 | 1 138 275 | 5,05% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $60 944 000 | 953 287 | 4,23% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $60 282 232 | 942 723 | 4,18% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $54 260 651 | 848 751 | 3,77% | Akcje |
| JENNISON ASSOCIATES LLC | $39 730 512 | 621 469 | 2,76% | Akcje |
| SEGALL BRYANT & HAMILL, LLC | $33 750 309 | 527 926 | 2,34% | Akcje |
| Boston Partners | $33 131 105 | 518 175 | 2,30% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30 843 156 | 482 452 | 2,14% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $29 879 475 | 530 248 | 2,07% | Akcje |
| Rockefeller Capital Management L.P. | $25 064 517 | 390 820 | 1,74% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $19 778 983 | 309 385 | 1,37% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $17 616 870 | 275 565 | 1,22% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $16 097 957 | 251 806 | 1,12% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $15 523 035 | 242 813 | 1,08% | Akcje |
| Bank of New York Mellon Corp | $12 591 205 | 196 953 | 0,87% | Akcje |
| AMERIPRISE FINANCIAL INC | $12 561 813 | 196 484 | 0,87% | Akcje |
| LOOMIS SAYLES & CO L P | $10 748 487 | 168 129 | 0,75% | Akcje |
| Public Sector Pension Investment Board | $9 094 298 | 142 254 | 0,63% | Akcje |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $7 880 395 | 123 266 | 0,55% | Akcje |
| Founders Financial Alliance, LLC | $7 613 390 | 119 089 | 0,53% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $7 202 610 | 112 664 | 0,50% | Akcje |
| Smith Salley Wealth Management | $7 073 471 | 110 644 | 0,49% | Akcje |
| RHUMBLINE ADVISERS | $6 525 314 | 102 070 | 0,45% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $5 620 022 | 87 909 | 0,39% | Akcje |
| CHATHAM CAPITAL GROUP, INC. | $5 316 994 | 83 169 | 0,37% | Akcje |
| Swiss National Bank | $5 312 583 | 83 100 | 0,37% | Akcje |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5 311 944 | 83 090 | 0,37% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5 108 134 | 79 902 | 0,35% | Akcje |
| GABELLI FUNDS LLC | $4 416 860 | 69 089 | 0,31% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $4 410 261 | 68 986 | 0,31% | Akcje |
| Keeley-Teton Advisors, LLC | $4 361 733 | 108 663 | 0,30% | Akcje |
| BANK OF AMERICA CORP /DE/ | $4 354 016 | 68 106 | 0,30% | Akcje |
| MARTIN & CO INC /TN/ | $4 309 761 | 67 414 | 0,30% | Akcje |
| PANAGORA ASSET MANAGEMENT INC | $4 163 058 | 65 119 | 0,29% | Akcje |
| Legal & General Group Plc | $4 049 710 | 63 346 | 0,28% | Akcje |
| PINNACLE ASSOCIATES LTD | $4 008 091 | 62 695 | 0,28% | Akcje |
| WESBANCO BANK INC | $3 842 704 | 60 108 | 0,27% | Akcje |
| Beacon Pointe Advisors, LLC | $3 515 959 | 62 395 | 0,24% | Akcje |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3 142 160 | 49 150 | 0,22% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $2 826 729 | 44 216 | 0,20% | Akcje |
| PRUDENTIAL FINANCIAL INC | $2 756 789 | 43 122 | 0,19% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2 672 937 | 41 889 | 0,19% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 344 724 | 41 610 | 0,16% | Akcje |
| Russell Investments Group, Ltd. | $2 280 574 | 35 673 | 0,16% | Akcje |
| JPMORGAN CHASE & CO | $2 277 362 | 33 721 | 0,16% | Akcje |
| LPL Financial LLC | $2 218 231 | 34 698 | 0,15% | Akcje |
| Cascades Capital Asset Management, LLC | $2 217 051 | 34 679 | 0,15% | Akcje |
| GREAT LAKES ADVISORS, LLC | $2 115 380 | 33 089 | 0,15% | Akcje |
| DWM Financial Group, Inc. | $2 013 011 | 39 634 | 0,14% | Akcje |
| BlackRock, Inc. | $2 010 087 | 31 442 | 0,14% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 826 672 | 28 573 | 0,13% | Akcje |
| FIRST TRUST ADVISORS LP | $1 808 068 | 28 282 | 0,13% | Akcje |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 748 007 | 27 433 | 0,12% | Akcje |
| XTX Topco Ltd | $1 723 041 | 26 952 | 0,12% | Akcje |
| FRANKLIN RESOURCES INC | $1 697 533 | 26 553 | 0,12% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $1 691 866 | 26 464 | 0,12% | Akcje |
| MetLife Investment Management, LLC | $1 523 516 | 23 831 | 0,11% | Akcje |
| MOODY NATIONAL BANK TRUST DIVISION | $1 450 060 | 22 682 | 0,10% | Akcje |
| Quantinno Capital Management LP | $1 375 252 | 21 511 | 0,10% | Akcje |
| GAMCO INVESTORS, INC. ET AL | $1 371 554 | 21 454 | 0,10% | Akcje |
| Illinois Municipal Retirement Fund | $1 358 321 | 21 247 | 0,09% | Akcje |
| FEDERATED HERMES, INC. | $1 337 416 | 20 920 | 0,09% | Akcje |
| Brandywine Global Investment Management, LLC | $1 328 463 | 26 156 | 0,09% | Akcje |
| Squarepoint Ops LLC | $1 299 058 | 20 320 | 0,09% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 289 276 | 20 167 | 0,09% | Akcje |
| Pinnacle Financial Partners, Inc. | $1 283 011 | 20 069 | 0,09% | Akcje |
| DAVENPORT & Co LLC | $1 263 726 | 19 767 | 0,09% | Akcje |
| Creative Planning | $1 263 392 | 19 762 | 0,09% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 205 336 | 18 854 | 0,08% | Akcje |
| Vanguard Global Advisers, LLC | $1 199 838 | 18 768 | 0,08% | Akcje |
| Louisiana State Employees Retirement System | $1 157 133 | 18 100 | 0,08% | Akcje |
| Rafferty Asset Management, LLC | $1 139 552 | 17 825 | 0,08% | Akcje |
| NewEdge Advisors, LLC | $1 050 409 | 16 431 | 0,07% | Akcje |
| Invesco Ltd. | $1 043 465 | 16 322 | 0,07% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $991 235 | 15 505 | 0,07% | Akcje |
| JANUS HENDERSON GROUP PLC | $990 954 | 17 567 | 0,07% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $948 465 | 14 836 | 0,07% | Akcje |
| one8zero8, LLC | $899 559 | 14 071 | 0,06% | Akcje |
| ROYCE & ASSOCIATES LP | $895 020 | 14 000 | 0,06% | Akcje |
| GOLDMAN SACHS GROUP INC | $847 520 | 13 257 | 0,06% | Akcje |
| SouthState Bank Corp | $830 387 | 12 989 | 0,06% | Akcje |
| Ironsides Asset Advisors, LLC | $803 728 | 12 572 | 0,06% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $792 284 | 12 393 | 0,05% | Akcje |
| Modera Wealth Management, LLC | $789 600 | 12 351 | 0,05% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $771 955 | 12 075 | 0,05% | Akcje |
| STEPHENS INC /AR/ | $771 955 | 12 075 | 0,05% | Akcje |
| Vanguard Investments Australia, Ltd. | $758 721 | 11 868 | 0,05% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $744 337 | 11 643 | 0,05% | Akcje |
| Campbell & CO Investment Adviser LLC | $742 739 | 11 618 | 0,05% | Akcje |
| ARIZONA STATE RETIREMENT SYSTEM | $730 848 | 11 432 | 0,05% | Akcje |
| HighTower Advisors, LLC | $729 626 | 11 413 | 0,05% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $726 628 | 11 366 | 0,05% | Akcje |
| Cetera Investment Advisers | $721 306 | 11 283 | 0,05% | Akcje |
| CrossGen Wealth, LLC | $712 052 | 11 138 | 0,05% | Akcje |
| SeaCrest Wealth Management, LLC | $705 468 | 11 035 | 0,05% | Akcje |
Insiderzy spółki 53 insiderów · 19 dyrektorzy generalni · 37 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Richard H Moore | Chief Executive Officer | 29 czerwca 2026 F | 56 941 | 0 | 0 | $0 |
| James H Garner | PRESIDENT/CEO | 20 sierpnia 2006 G | 48 961 | 0 | 0 | $0 |
| Elizabeth B Bostian | Chief Financial Officer | 29 czerwca 2026 F | 16 961 | 0 | 0 | $0 |
| Eric P Credle | CHIEF FINANCIAL OFFICER | 27 lipca 2021 A | 36 836 | 0 | 0 | $0 |
| Jerry L Ocheltree | President | 23 maja 2013 S | 13 661 | 0 | 0 | $0 |
| David C Grigg | PRESIDENT OF SUBSIDIARY | 30 grudnia 2011 M | 41 790 | 0 | 0 | $0 |
| Christian Anthony Wilson | Chief Operating Officer | 23 czerwca 2026 A | 12 362 | 0 | 0 | $0 |
| Gregory A Currie | Chief Exec. Officer-First Bank | 29 czerwca 2026 F | 28 293 | 0 | 0 | $0 |
| Thomas Brent Hicks | Chief Accounting Officer | 23 czerwca 2026 A | 4 781 | 0 | 0 | $0 |
| Blaise Bea Buczkowski | Chief Accounting Officer | 20 czerwca 2025 F | 89 | 0 | 0 | $0 |
| Edward Francis Soccorso III | EVP | 31 grudnia 2016 F | 9 285 | 0 | 0 | $0 |
| John F Burns | EXECUTIVE VICE PRESIDENT | 8 grudnia 2014 G | 67 060 | 0 | 0 | $0 |
| Timothy S Maples | EXECUTIVE VICE PRESIDENT | 28 maja 2014 S | 17 627 | 0 | 0 | $0 |
| Lee C Mclaurin | EXECUTIVE VICE PRESIDENT | 4 marca 2014 S | 4 581 | 0 | 0 | $0 |
| Teresa C Nixon | EXECUTIVE VP | 23 lutego 2012 A | 26 158 | 0 | 0 | $0 |
| Anna G Hollers | EXECUTIVE VP/SECRETARY | 23 lutego 2012 A | 75 884 | 0 | 0 | $0 |
| John S Long | EXECUTIVE VICE PRESIDENT | 15 grudnia 2008 G | 45 796 | 0 | 0 | $0 |
| William A Roberts | SVP | 12 września 2006 S | 5 736 | 0 | 0 | $0 |
| Jerry M Arnold | SENIOR VICE PRESIDENT | 25 sierpnia 2005 L | 11 108 | 0 | 0 | $0 |
| Peter Hans | Dyrektor | 15 czerwca 2026 A | 863 | 0 | 0 | $0 |
| Katharine Caldwell Nevin | Dyrektor | 15 czerwca 2026 A | 863 | 0 | 0 | $0 |
| Dexter V Perry | Dyrektor | 1 czerwca 2026 A | 8 533 | 0 | 0 | $0 |
| Abby Jill Donnelly | Dyrektor | 1 czerwca 2026 A | 11 516 | 0 | 0 | $0 |
| Temple O. Sloan III | Dyrektor | 1 czerwca 2026 A | 17 383 | 0 | 0 | $0 |
| Suzanne S Deferie | Dyrektor | 1 czerwca 2026 A | 67 404 | 0 | 0 | $0 |
| Carlie C Mclamb Jr | Dyrektor | 1 czerwca 2026 A | 21 007 | 0 | 0 | $0 |
| Michael Goodwin Mayer | Dyrektor | 1 czerwca 2026 A | 42 354 | 0 | 1 | $-2 596 500 |
| Frederick Leslie Taylor | Dyrektor | 1 czerwca 2026 A | 40 231 | 0 | 0 | $0 |
| John W Mccauley | Dyrektor | 1 czerwca 2026 A | 21 357 | 0 | 0 | $0 |
| James C Crawford III | Dyrektor | 1 czerwca 2026 A | 61 563 | 0 | 2 | $-457 087 |
| Randolph J Potter | Dyrektor | 4 lutego 2025 D | 3 001 | 0 | 0 | $0 |
| Mason Y Garrett | Dyrektor | 26 lipca 2024 S | 128 943 | 0 | 0 | $0 |
| John B Gould | Dyrektor | 31 maja 2024 A | 42 273 | 0 | 0 | $0 |
| Dennis A Wicker | Dyrektor | 31 maja 2024 A | 23 872 | 0 | 0 | $0 |
| Virginia C Thomasson | Dyrektor | 1 czerwca 2023 A | 33 711 | 0 | 0 | $0 |
| Daniel T Blue JR. | Dyrektor | 1 czerwca 2021 A | 18 109 | 0 | 0 | $0 |
| Thomas F Phillips | Dyrektor | 1 czerwca 2020 A | 87 468 | 0 | 0 | $0 |
| Donald H Allred | Dyrektor | 1 czerwca 2018 A | 5 890 | 0 | 0 | $0 |
| John C Willis | Dyrektor | 2 czerwca 2014 A | 143 565 | 0 | 0 | $0 |
| George R Perkins JR | Dyrektor | 2 czerwca 2014 A | 496 106 | 0 | 0 | $0 |
| Jack D Briggs | Dyrektor | 2 czerwca 2014 A | 90 309 | 0 | 0 | $0 |
| James G Hudson JR | Dyrektor | 2 czerwca 2014 A | 93 836 | 0 | 0 | $0 |
| Winston R Dozier JR. | Dyrektor | 1 czerwca 2012 A | 28 420 | 0 | 0 | $0 |
| David L Burns | Dyrektor | 1 czerwca 2012 A | 39 271 | 0 | 0 | $0 |
| Robert Walton Brown | Dyrektor | 30 grudnia 2011 M | 21 044 | 0 | 0 | $0 |
| Goldie H Wallace | Dyrektor | 8 listopada 2011 S | 99 766 | 0 | 0 | $0 |
| Jordan A Washburn | Dyrektor | 1 czerwca 2008 A | — | 0 | 0 | $0 |
| Edward T Taws JR | Dyrektor | 27 lutego 2007 M | 4 450 | 0 | 0 | $0 |
| David H Bruton | Dyrektor | 2 lutego 2007 S | 86 979 | 0 | 0 | $0 |
| William E Samuels JR | Dyrektor | 28 czerwca 2005 A | 104 168 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 60 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 |
|---|---|---|---|---|
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,77% | 29 560 SH | 8 sierpnia 2026 | Dziennie |
| XSMO · Invesco Exchange-Traded Fund Trust | 0,64% | 307 355 SH | 8 sierpnia 2026 | Dziennie |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,58% | 2 428 SH | 8 sierpnia 2026 | Dziennie |
| FFSM · FIDELITY COVINGTON TRUST | 0,44% | 98 433 NS | 30 kwietnia 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,29% | 25 168 NS | 30 kwietnia 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,20% | 94 716 NS | 31 maja 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,17% | 35 778 SH | 8 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | 0,17% | 379 514 SH | 8 sierpnia 2026 | Dziennie |
| XJR · iShares Trust | 0,17% | 4 862 SH | 8 sierpnia 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,16% | 6 404 SH | 8 sierpnia 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,16% | 49 165 SH | 8 sierpnia 2026 | Dziennie |
| IJS · iShares Trust | 0,16% | 206 789 SH | 8 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | 0,15% | 2 523 716 SH | 8 sierpnia 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,14% | 144 660 SH | 8 sierpnia 2026 | Dziennie |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,13% | 21 668 SH | 8 sierpnia 2026 | Dziennie |
| IJT · iShares Trust | 0,13% | 168 460 SH | 8 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 14 973 NS | 30 kwietnia 2026 | N-PORT |
| SAA · ProShares Trust | 0,11% | 498 NS | 31 maja 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,10% | 4 486 SH | 8 sierpnia 2026 | Dziennie |
| DFAT · Dimensional ETF Trust | 0,09% | 215 874 NS | 30 kwietnia 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 1 043 946 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 235 566 SH | 8 sierpnia 2026 | Dziennie |
| ISCV · iShares Trust | 0,08% | 8 699 SH | 8 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 33 592 SH | 8 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 12 544 NS | 31 maja 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 17 521 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 1 897 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,06% | 144 613 NS | 30 kwietnia 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 12 285 NS | 30 kwietnia 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 199 921 NS | 31 maja 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 68 517 NS | 31 maja 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,04% | 2 708 NS | 30 kwietnia 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 1 739 SH | 8 sierpnia 2026 | Dziennie |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,04% | 12 017 SH | 8 sierpnia 2026 | Dziennie |
| UWM · ProShares Trust | 0,04% | 1 486 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 474 394 SH | 8 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 3 377 SH | 8 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,03% | 67 353 SH | 8 sierpnia 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 10 768 NS | 30 kwietnia 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 1 505 NS | 31 maja 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 2 518 SH | 8 sierpnia 2026 | Dziennie |
| DFUV · Dimensional ETF Trust | 0,01% | 34 800 NS | 30 kwietnia 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 102 352 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 645 NS | 31 maja 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 38 NS | 31 maja 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 5 119 NS | 30 kwietnia 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3 102 NS | 30 kwietnia 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 3 123 NS | 30 kwietnia 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 15 381 NS | 31 maja 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 11 910 NS | 31 maja 2026 | N-PORT |