FISI Financial Institutions, Inc. - Common Stock
$41,35
Cena · Sie 24, 2026
Dane fundamentalne na dzień Sie 3, 2026
Zakres 52 tyg.
$26–$43
91% of range
Ocena Analityków
BUY
8 analysts
Cena Docelowa
$45
+9% upside
P/E (TTM)
11.4
ROE
12.2%
Marża Zysku Netto
30.6%
FISI Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$41.35
Kapitalizacja Rynkowa
$814M
P/E (TTM)
11.4
EPS (TTM)
$3.61
Przychody (TTM)
—
Stopa dywidendy
3.0%
ROE
12.2%
D/E Dług/Kapitał
0.2
Zakres 52 tyg.
$26 – $43
FISI 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
—
EPS
$3.61
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
$13M
2016-12-31
→
2025-12-31
Marże
30.6%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
FISI
Mediana porównawcza
P/E (TTM)
11.4
11.9
P/S (TTM)
3.3
1.9
P/B
1.3
1.0
Price / FCF (Cena / FCF)
61.4
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
FISI
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
30.6%
26.4%
ROA
1.2%
1.3%
ROE
12.2%
11.4%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
FISI
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
0.2
7.7
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
FISI
Mediana porównawcza
Revenue YoY (Przychody R/R)
109.5%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
4.7%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
6.1%
—
EPS YoY
-11.5%
—
Net Income YoY (Zysk Netto R/R)
-11.2%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
FISI
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
33.0%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
3.0%
Wskaźnik Wypłaty Dywidendy
33.0%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 12 czerwca 2026 | $0,3200 |
| 13 marca 2026 | $0,3200 |
| 15 grudnia 2025 | $0,3100 |
| 15 września 2025 | $0,3100 |
| 13 czerwca 2025 | $0,3100 |
| 14 marca 2025 | $0,3100 |
| 13 grudnia 2024 | $0,3000 |
| 13 września 2024 | $0,3000 |
| 14 czerwca 2024 | $0,3000 |
| 14 marca 2024 | $0,3000 |
| 13 grudnia 2023 | $0,3000 |
| 13 września 2023 | $0,3000 |
| 14 czerwca 2023 | $0,3000 |
| 15 marca 2023 | $0,3000 |
| 15 grudnia 2022 | $0,2900 |
| 15 września 2022 | $0,2900 |
| 16 czerwca 2022 | $0,2900 |
| 17 marca 2022 | $0,2900 |
| 16 grudnia 2021 | $0,2700 |
| 16 września 2021 | $0,2700 |
FISI Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
8 analityków
- Mocne kupno 2 25,0%
- Kup 4 50,0%
- Trzymaj 2 25,0%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
2 analityków · 2026-08-21
Niski
$45.00
Wysoki
$45.00
Średni cel
$45.00
+8,8%
Średnia cel
$45.00
+8,8%
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 | $1.04 | $0.95 | 0.09% |
| 31 marca 2026 | $1.04 | $0.94 | 0.10% |
| 31 grudnia 2025 | $0.96 | $0.96 | -0.00% |
| 30 września 2025 | $0.99 | $0.90 | 0.09% |
| 30 czerwca 2025 | $0.85 | $0.84 | 0.01% |
| 31 marca 2025 | $0.81 | $0.75 | 0.06% |
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 |
|---|---|---|---|---|---|---|
| FISI | $617M | 8.6 | 109.5% | 30.6% | 12.2% | — |
| SPFI | $632M | 11.3 | 8.6% | 27.6% | 12.3% | — |
| ORRF | $691M | 8.5 | 36.0% | 217.7% | 14.2% | — |
| IBCP | $668M | 9.9 | 0.30% | 213.7% | 14.1% | — |
| SMBC | — | 10.6 | 11.1% | 32.1% | 11.3% | — |
| PGC | $489M | 13.3 | 24.1% | 13.2% | 5.8% | — |
| HTB | $742M | 11.5 | — | 30.2% | 11.2% | — |
| SHBI | $591M | 9.9 | -0.27% | 285.4% | 10.3% | — |
| 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 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $120M | $29M | $12M | $22M | $39M | $30M | $17M | $13M | $10M | $7M | |
| Interest Income | $333M | $313M | $286M | $196M | $167M | $161M | $169M | $153M | $130M | $115M | $105M | $101M | |
| Pretax Income | $91M | $-68M | $63M | $71M | $97M | $46M | $59M | $50M | $43M | $44M | $39M | $39M | |
| Income Tax | $16M | $-27M | $13M | $14M | $20M | $7M | $11M | $10M | $10M | $12M | $11M | $10M | |
| Net Income | $75M | $-42M | $50M | $57M | $78M | $38M | $49M | $40M | $34M | $32M | $28M | $29M | |
| EPS (Basic) | $3.65 | $-2.75 | $3.17 | $3.58 | $4.81 | $2.30 | $2.97 | $2.39 | $2.13 | $2.11 | $1.91 | $2.01 | |
| EPS (Diluted) | $3.61 | $-2.75 | $3.15 | $3.56 | $4.78 | $2.30 | $2.96 | $2.39 | $2.13 | $2.10 | $1.90 | $2.00 | |
| Shares (Basic) | 20,099,000 | 15,683,000 | 15,376,000 | 15,384,000 | 15,841,000 | 16,022,000 | 15,972,000 | 15,910,000 | 15,044,000 | 14,436,000 | 14,081,000 | 13,893,000 | |
| Shares (Diluted) | 20,318,000 | 15,683,000 | 15,475,000 | 15,471,000 | 15,937,000 | 16,063,000 | 16,031,000 | 15,956,000 | 15,085,000 | 14,491,000 | 14,135,000 | 13,946,000 |
Bilans 19
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $109M | $87M | $124M | · | · | · | · | · | · | · | · | $58M | |
| PP&E (Net) | $40M | $40M | $40M | $42M | $40M | $41M | $41M | $43M | $45M | $42M | $39M | $36M | |
| PP&E (Gross) | $105M | $105M | $103M | $101M | $95M | $104M | $102M | $99M | $98M | $91M | $84M | $77M | |
| Accum. Depreciation | $65M | $65M | $63M | $59M | $55M | $63M | $61M | $57M | $52M | $49M | $45M | $41M | |
| Goodwill | $58M | $58M | $67M | $67M | $67M | $66M | $66M | $66M | $66M | $66M | $60M | $61M | |
| Intangibles | $2M | $3M | $5M | $6M | $7M | $8M | $9M | $10M | $9M | $9M | $7M | $7M | |
| Total Assets | $6.27B | $6.12B | $6.16B | $5.80B | $5.52B | $4.91B | $4.38B | $4.31B | $4.11B | $3.71B | $3.38B | $3.09B | |
| Short-term Debt | $109M | $99M | $185M | $205M | $30M | $5M | $276M | $470M | $446M | $332M | $293M | $335M | |
| Total Liabilities | $5.65B | $5.55B | $5.71B | $5.39B | $5.02B | $4.44B | $3.95B | $3.92B | $3.72B | $3.39B | $3.09B | $2.81B | |
| Long-term Debt | $194M | $125M | $125M | $74M | $74M | $74M | $39M | $39M | $39M | $39M | $39M | $0 | |
| Total Debt | $109M | $99M | $185M | $205M | $30M | $5M | $276M | $470M | $446M | $332M | $293M | $335M | |
| Common Stock | $207.0K | $207.0K | $161.0K | $161.0K | $161.0K | $161.0K | $161.0K | $161.0K | $161.0K | $147.0K | $144.0K | $144.0K | |
| Paid-in Capital | $234M | $233M | $126M | $127M | $126M | $125M | $125M | $123M | $121M | $82M | $73M | $73M | |
| Retained Earnings | $437M | $389M | $452M | $421M | $384M | $325M | $313M | $280M | $257M | $238M | $219M | $203M | |
| Treasury Stock | $27M | $18M | $20M | $22M | $9M | $1M | $2M | $2M | $3M | $3M | $4M | $5M | |
| AOCI | $-33M | $-53M | $-120M | $-137M | $-13M | $2M | $-15M | $-21M | $-12M | $-14M | $-11M | $-9M | |
| Stockholders' Equity | $629M | $569M | $455M | $406M | $505M | $468M | $439M | $396M | $381M | $320M | $294M | $280M | |
| Liabilities + Equity | $6.27B | $6.12B | $6.16B | $5.80B | $5.52B | $4.91B | $4.38B | $4.31B | $4.11B | $3.71B | $3.38B | $3.09B | |
| Shares Outstanding | 19,797,407 | 20,076,572 | 15,407,406 | 15,340,001 | 15,745,453 | 16,041,926 | 16,099,556 | 15,928,598 | 15,924,938 | 14,537,597 | 14,190,192 | 14,118,048 |
Przepływy pieniężne 19
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $6M | $6M | $6M | $5M | $5M | |
| Stock-based Comp | $3M | $2M | $2M | $3M | $2M | $1M | $1M | $1M | $1M | $845.0K | $674.0K | $471.0K | |
| Deferred Tax | $12M | $-35M | $-1M | $-4M | $5M | $-5M | $369.0K | $-10M | $12M | $-2M | $2M | $2M | |
| Amort. of Intangibles | $415.0K | $552.0K | $910.0K | $986.0K | $1M | $1M | $1M | $1M | $1M | $1M | $942.0K | $89.0K | |
| Restructuring | · | $35.0K | $114.0K | $2M | $111.0K | $1M | · | · | · | · | · | · | |
| Operating Cash Flow | $19M | $77M | $11M | $134M | $73M | $43M | $58M | $65M | $46M | $47M | $43M | $35M | |
| CapEx | $6M | $5M | $3M | $8M | $9M | $4M | $4M | $3M | $8M | $8M | $7M | $5M | |
| Investing Cash Flow | $-140M | $-8M | $-310M | $-325M | $-633M | $-531M | $-25M | $-225M | $-373M | $-327M | $-306M | $-153M | |
| Debt Issued | $80M | $0 | $50M | $0 | $0 | $35M | · | · | · | · | $40M | · | |
| Net Debt Issued | $70M | $0 | $50M | $0 | · | $35M | · | · | · | · | $40M | · | |
| Stock Issued | $0 | $109M | $0 | $0 | · | · | · | · | $38M | · | · | · | |
| Stock Repurchased | $11M | $426.0K | $571.0K | $15M | $9M | $209.0K | $293.0K | $113.0K | $148.0K | · | $202.0K | $194.0K | |
| Net Stock Activity | $-11M | $108M | $-571.0K | $-15M | $-9M | $-209.0K | $-293.0K | $-113.0K | $38M | · | $-202.0K | $-194.0K | |
| Dividends Paid | $25M | $19M | $18M | $18M | $17M | $16M | $16M | $15M | $12M | $11M | $11M | $11M | |
| Financing Cash Flow | $143M | $-106M | $293M | $243M | $546M | $469M | $-23M | $164M | $354M | $291M | $265M | $117M | |
| Net Change in Cash | $21M | $-37M | $-6M | $51M | $-15M | $-19M | $10M | $4M | $28M | $11M | $2M | $-2M | |
| Taxes Paid | $-17.0K | $3M | $6M | $3M | $11M | $7M | $10M | $4M | $13M | $11M | $7M | $14M | |
| Free Cash Flow | $13M | $72M | $8M | $125M | $64M | $39M | $54M | $62M | $39M | $39M | $36M | $30M | |
| Levered FCF | · | · | $-88M | $102M | $54M | $20M | $22M | $38M | $25M | $30M | $28M | $24M |
Rentowność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 30.6% | -35.6% | 23.5% | 26.5% | 38.5% | 21.0% | 28.7% | 24.8% | 22.8% | 23.1% | 22.6% | 24.6% | |
| Pretax Margin | 37.3% | -58.3% | 29.5% | 33.2% | 48.2% | 25.1% | 34.9% | 31.1% | 29.5% | 31.9% | 30.9% | 32.7% | |
| ROA | 1.2% | -0.68% | 0.84% | 1.0% | 1.5% | 0.82% | 1.1% | 0.94% | 0.86% | 0.90% | 0.88% | 0.98% | |
| ROE | 12.2% | -7.8% | 11.6% | 14.1% | 15.6% | 8.3% | 11.2% | 10.0% | 9.0% | 9.9% | 9.6% | 11.0% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.2 | 0.4 | 0.5 | 0.1 | 0.0 | 0.6 | 1.2 | 1.2 | 1.0 | 1.0 | 1.2 |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 109.5% | -45.4% | 0.15% | 5.9% | 10.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.7% | -16.6% | 5.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | -11.5% | -25.5% | 107.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 0.47% | · | 11.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | -11.2% | -27.2% | 102.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 9.8% | · | 9.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.4% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $245M | $117M | $214M | $214M | $202M | $182M | $170M | $159M | $147M | $138M | $126M | $119M | |
| Net Income TTM | $75M | $-42M | $50M | $57M | $78M | $38M | $49M | $40M | $34M | $32M | $28M | $29M | |
| Market Cap | $617M | $548M | $328M | $374M | $512M | $361M | $514M | $409M | $495M | $497M | $397M | $355M | |
| Enterprise Value | $617M | $560M | · | · | · | · | · | · | · | · | · | $632M | |
| P/E | 8.6 | -9.9 | 6.8 | 6.8 | 6.7 | 9.8 | 10.8 | 10.8 | 14.6 | 16.3 | 14.7 | 12.6 | |
| P/S | 2.5 | 4.7 | 1.5 | 1.7 | 2.5 | 2.0 | 3.0 | 2.6 | 3.4 | 3.6 | 3.2 | 3.0 | |
| P/B | 1.0 | 1.0 | 0.7 | 0.9 | 1.0 | 0.8 | 1.2 | 1.0 | 1.3 | 1.6 | 1.4 | 1.3 | |
| P / Tangible Book | 1.1 | 1.1 | 0.9 | 1.1 | 1.2 | 0.9 | · | · | · | · | · | · | |
| P / Cash Flow | 32.8 | 7.1 | 30.1 | 2.8 | 7.0 | 8.3 | 8.9 | 6.3 | 10.7 | 10.6 | 9.2 | 10.1 | |
| P / FCF | 46.6 | 7.6 | 41.5 | 3.0 | 8.1 | 9.2 | 9.5 | 6.6 | 12.9 | 12.7 | 11.2 | 11.9 | |
| EV / FCF | 46.6 | 7.8 | · | · | · | · | · | · | · | · | · | 21.1 | |
| EV / Revenue | 2.5 | 4.8 | · | · | · | · | · | · | · | · | · | 5.3 | |
| Dividend Yield | 4.0% | 3.4% | 5.6% | 4.7% | 3.3% | 4.6% | 3.1% | 3.6% | 2.5% | 2.3% | 2.8% | 3.0% | |
| Earnings Yield | 11.6% | -10.1% | 14.8% | 14.6% | 15.0% | 10.2% | 9.2% | 9.3% | 6.9% | 6.1% | 6.8% | 8.0% | |
| Payout Ratio | 33.0% | -44.5% | 36.4% | 31.1% | 21.9% | 43.0% | 32.3% | 37.8% | 37.3% | 36.0% | 39.7% | 35.8% | |
| Annual Payout | $25M | $19M | $18M | $18M | $17M | $16M | $16M | $15M | $12M | $11M | $11M | $11M |
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 | · | · | · | · | · | · | · | · | $38M | $38M | · | $33M | $29M | $22M | · | $8M | |
| Interest Income | $83M | $82M | $85M | $84M | $83M | $81M | $78M | $78M | $79M | $78M | $77M | $75M | $71M | $64M | $58M | $51M | |
| Pretax Income | $26M | $25M | $24M | $25M | $21M | $21M | $-115M | $15M | $30M | $2M | $15M | $16M | $17M | $15M | $14M | $19M | |
| Income Tax | $4M | $4M | $4M | $5M | $4M | $4M | $-32M | $1M | $5M | $356.0K | $5M | $2M | $2M | $3M | $2M | $5M | |
| Net Income | $21M | $21M | $20M | $20M | $18M | $17M | $-83M | $13M | $26M | $2M | $10M | $14M | $14M | $12M | $12M | $14M | |
| EPS (Basic) | $1.06 | $1.05 | $0.98 | $1.00 | $0.85 | $0.82 | $-5.35 | $0.85 | $1.64 | $0.11 | $0.61 | $0.89 | $0.91 | $0.76 | $0.76 | $0.88 | |
| EPS (Diluted) | $1.04 | $1.04 | $0.96 | $0.99 | $0.85 | $0.81 | $-5.32 | $0.84 | $1.62 | $0.11 | $0.60 | $0.88 | $0.91 | $0.76 | $0.76 | $0.88 | |
| Shares (Basic) | 19,687,000 | 19,642,000 | -40,203,000 | 20,122,000 | 20,107,000 | 20,073,000 | -30,628,000 | 15,464,000 | 15,444,000 | 15,403,000 | -30,735,000 | 15,391,000 | 15,372,000 | 15,348,000 | -30,828,000 | 15,329,000 | |
| Shares (Diluted) | 19,941,000 | 19,922,000 | -40,597,000 | 20,336,000 | 20,294,000 | 20,285,000 | -31,052,000 | 15,636,000 | 15,556,000 | 15,543,000 | -30,835,000 | 15,462,000 | 15,413,000 | 15,435,000 | -31,006,000 | 15,393,000 |
Bilans 19
| 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 | $99M | $85M | $109M | $186M | $93M | $167M | $87M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $38M | $38M | $40M | $39M | $40M | $39M | $40M | $41M | $40M | $40M | · | $40M | $41M | $42M | · | $41M | |
| PP&E (Gross) | · | · | $105M | · | · | · | $105M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $65M | · | · | · | $65M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $58M | $58M | $58M | $58M | $58M | $58M | $58M | $58M | $58M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | |
| Intangibles | $2M | $2M | $2M | $2M | $2M | $3M | · | $3M | $3M | $5M | · | $6M | $6M | $6M | · | $7M | |
| Total Assets | $6.33B | $6.29B | $6.27B | $6.29B | $6.14B | $6.34B | $6.12B | $6.16B | $6.13B | $6.30B | · | $6.14B | $6.14B | $5.97B | · | $5.62B | |
| Short-term Debt | $182M | $114M | $109M | $55M | $101M | $55M | $99M | $55M | $202M | $133M | · | $70M | $374M | $116M | · | $69M | |
| Total Liabilities | $5.69B | $5.66B | $5.65B | $5.67B | $5.54B | $5.75B | $5.55B | $5.66B | $5.66B | $5.85B | · | $5.73B | $5.72B | $5.54B | · | $5.23B | |
| Long-term Debt | $79M | $79M | $194M | $115M | $115M | $125M | $125M | $125M | $125M | $125M | · | $124M | $124M | $124M | · | $74M | |
| Total Debt | $182M | $114M | · | $55M | $101M | $55M | · | $55M | $202M | $133M | · | $70M | $374M | $116M | · | $69M | |
| Common Stock | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $207.0K | $161.0K | $161.0K | $161.0K | · | $161.0K | $161.0K | $161.0K | · | $161.0K | |
| Paid-in Capital | $233M | $233M | $234M | $234M | $233M | $232M | $233M | $125M | $125M | $125M | · | $126M | $125M | $125M | · | $126M | |
| Retained Earnings | $466M | $451M | $437M | $424M | $410M | $399M | $389M | $478M | $469M | $449M | · | $447M | $438M | $428M | · | $414M | |
| Treasury Stock | $30M | $31M | $27M | $16M | $16M | $17M | $18M | $18M | $18M | $19M | · | $20M | $20M | $21M | · | $23M | |
| AOCI | $-43M | $-39M | $-33M | $-37M | $-42M | $-42M | $-53M | $-102M | $-126M | $-126M | · | $-161M | $-134M | $-127M | · | $-141M | |
| Stockholders' Equity | $643M | $632M | $629M | $622M | $602M | $590M | $569M | $500M | $468M | $446M | $455M | $409M | $426M | $423M | $406M | $394M | |
| Liabilities + Equity | $6.33B | $6.29B | $6.27B | $6.29B | $6.14B | $6.34B | $6.12B | $6.16B | $6.13B | $6.30B | · | $6.14B | $6.14B | $5.97B | · | $5.62B | |
| Shares Outstanding | 19,706,360 | 19,686,370 | 19,797,407 | 20,129,633 | 20,127,575 | 20,109,712 | 20,076,572 | 15,474,314 | 15,472,395 | 15,446,949 | 15,407,406 | 15,401,800 | 15,401,800 | 15,375,479 | 15,340,001 | 15,334,091 |
Przepływy pieniężne 18
| 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 | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $1M | $903.0K | $861.0K | $756.0K | $954.0K | $506.0K | $-199.0K | $494.0K | $746.0K | $569.0K | $-255.0K | $721.0K | $657.0K | $551.0K | $499.0K | $662.0K | |
| Deferred Tax | $2M | $2M | $6M | $5M | $360.0K | $483.0K | $-36M | $-1M | $-1M | $4M | $-862.0K | $24.0K | $-927.0K | $417.0K | $-3M | $-886.0K | |
| Amort. of Intangibles | $96.0K | $98.0K | $100.0K | $103.0K | $105.0K | $107.0K | $109.0K | $112.0K | $114.0K | $217.0K | $221.0K | $225.0K | $230.0K | $234.0K | $239.0K | $244.0K | |
| Restructuring | · | · | · | $0 | $0 | $68.0K | · | $0 | $0 | $0 | · | $-55.0K | $-19.0K | · | $-1M | $0 | |
| Operating Cash Flow | $23M | $24M | $21M | $-7M | $-6M | $10M | $27M | $2M | $36M | $12M | $-48M | $44M | $8M | $7M | $16M | $36M | |
| CapEx | $848.0K | $650.0K | $2M | $1M | $2M | $816.0K | $403.0K | $2M | $951.0K | $1M | $1M | $507.0K | $384.0K | $848.0K | $3M | $2M | |
| Investing Cash Flow | $-32M | $-56M | $-62M | $-49M | $119M | $-147M | $-135M | $80M | $73M | $-26M | $-27M | $-4M | $-115M | $-165M | $-160M | $-67M | |
| Debt Issued | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50M | $0 | $0 | |
| Net Debt Issued | · | $-115M | · | · | · | · | · | · | · | $0 | · | · | · | $50M | · | · | |
| Stock Repurchased | $65.0K | $6M | $11M | $34.0K | $0 | $481.0K | $4.0K | $26.0K | $3.0K | $393.0K | $8.0K | $0 | $2.0K | $561.0K | $13.0K | $0 | |
| Net Stock Activity | · | $-6M | · | · | · | $-481.0K | · | · | · | $-393.0K | · | · | · | $-561.0K | · | · | |
| Dividends Paid | $7M | $7M | $5M | $7M | $7M | $6M | $4M | $5M | $5M | $5M | $4M | $5M | $5M | $5M | $3M | $5M | |
| Financing Cash Flow | $23M | $9M | $-36M | $149M | $-187M | $217M | $-54M | $21M | $-199M | $126M | $7M | $-28M | $147M | $168M | $155M | $40M | |
| Net Change in Cash | $14M | $-23M | $-77M | $93M | $-74M | $80M | $-162M | $103M | $-91M | $113M | $-68M | $12M | $40M | $10M | $12M | $9M | |
| Taxes Paid | $0 | $0 | $-17.0K | $0 | $0 | $0 | $-33.0K | $419.0K | $3M | $0 | $0 | $2M | $4M | $1M | $2M | $257.0K | |
| Free Cash Flow | · | $23M | · | · | · | $9M | · | · | · | $11M | · | · | · | $6M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-22M | · | · | · | $-12M | · | · |
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 | 32.9% | 33.5% | · | 32.1% | 29.3% | 29.5% | · | 26.9% | 39.3% | 4.1% | · | 26.9% | 26.7% | 22.9% | · | 24.9% | |
| Pretax Margin | 39.8% | 39.6% | · | 39.5% | 36.0% | 36.0% | · | 29.0% | 46.2% | 4.8% | · | 31.6% | 31.2% | 28.2% | · | 33.3% | |
| ROA | 0.34% | 0.33% | · | 0.33% | 0.29% | 0.27% | · | 0.22% | 0.42% | 0.03% | · | 0.24% | 0.25% | 0.21% | · | 0.25% | |
| ROE | 3.4% | 3.4% | · | 3.6% | 3.3% | 3.3% | · | 3.0% | 5.7% | 0.48% | · | 3.5% | 3.4% | 2.8% | · | 3.1% |
Płynność i wypłacalność 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.3 | 0.2 | · | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.4 | 0.3 | · | 0.2 | 0.9 | 0.3 | · | 0.2 |
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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $251M | $243M | · | $231M | $232M | $224M | · | $218M | $222M | $210M | · | $214M | $215M | $212M | · | $210M | |
| Net Income TTM | $80M | $76M | · | $68M | $74M | $58M | · | $55M | $56M | $43M | · | $54M | $56M | $57M | · | $62M | |
| Market Cap | $768M | $624M | · | $548M | $517M | $502M | · | $394M | $299M | $291M | · | $259M | $242M | $296M | · | $369M | |
| Enterprise Value | $851M | $653M | · | $417M | $525M | $390M | · | · | · | · | · | · | · | · | · | · | |
| P/E | 9.9 | 8.6 | · | 7.8 | 6.2 | 7.4 | · | 7.4 | 5.5 | 7.1 | · | 4.9 | 4.4 | 5.4 | · | 6.3 | |
| P/S | 3.1 | 2.6 | · | 2.4 | 2.2 | 2.2 | · | 1.8 | 1.3 | 1.4 | · | 1.2 | 1.1 | 1.4 | · | 1.8 | |
| P/B | 1.2 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 0.8 | 0.6 | 0.7 | · | 0.6 | 0.6 | 0.7 | · | 0.9 | |
| P / Tangible Book | 1.3 | 1.1 | · | 1.0 | 1.0 | 0.9 | · | 0.9 | 0.7 | 0.8 | · | 0.8 | 0.7 | 0.8 | · | 1.2 | |
| P / Cash Flow | · | 26.4 | · | · | · | 50.2 | · | · | · | 23.7 | · | · | · | 45.2 | · | · | |
| P / FCF | · | 27.1 | · | · | · | 54.6 | · | · | · | 26.2 | · | · | · | 51.9 | · | · | |
| EV / FCF | · | 28.3 | · | · | · | 42.4 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 3.4 | 2.7 | · | 1.8 | 2.3 | 1.7 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 10.1% | 11.6% | · | 12.8% | 16.0% | 13.5% | · | 13.6% | 18.2% | 14.1% | · | 20.4% | 22.5% | 18.5% | · | 16.0% | |
| Payout Ratio | · | 31.5% | · | · | · | 37.8% | · | · | · | 240.7% | · | · | · | 39.8% | · | · |
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 | |
|---|---|---|---|---|---|
| Zysk netto | $75M | $-42M | $50M | $57M | $78M |
| Rozwodniony EPS | $3.61 | $-2.75 | $3.15 | $3.56 | $4.78 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.2 | 0.2 | 0.4 | 0.5 | 0.1 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $13M | $72M | $8M | $125M | $64M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Właściciele instytucjonalni (13F) 171 emitentów · $463.8M 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 (0 vs poprzedni kw.) | 15 (-3 vs poprzedni kw.) | 70 (+17 vs poprzedni kw.) | 32 (-9 vs poprzedni kw.) | -342K |
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 |
|---|---|---|---|---|
| PL Capital Advisors, LLC | $70 773 495 | 1 816 102 | 15,26% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $37 373 516 | 959 033 | 8,06% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $32 780 239 | 841 166 | 7,07% | Akcje |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $32 538 742 | 834 969 | 7,02% | Akcje |
| STATE STREET CORP | $23 273 091 | 592 493 | 5,02% | Akcje |
| Ategra Capital Management, LLC | $21 982 977 | 564 100 | 4,74% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $20 010 878 | 513 356 | 4,31% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $17 813 109 | 457 098 | 3,84% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $13 624 341 | 349 611 | 2,94% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10 250 396 | 263 033 | 2,21% | Akcje |
| Hillsdale Investment Management Inc. | $9 711 324 | 249 200 | 2,09% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $9 675 589 | 248 283 | 2,09% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $7 777 131 | 245 258 | 1,68% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7 774 593 | 199 502 | 1,68% | Akcje |
| Qube Research & Technologies Ltd | $7 553 594 | 193 831 | 1,63% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6 981 631 | 179 154 | 1,51% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6 321 402 | 162 212 | 1,36% | Akcje |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $6 005 511 | 154 106 | 1,29% | Akcje |
| Palisades Investment Partners, LLC | $5 921 388 | 150 826 | 1,28% | Akcje |
| GOLDMAN SACHS GROUP INC | $5 867 713 | 150 570 | 1,27% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $5 335 149 | 136 904 | 1,15% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $5 070 893 | 130 123 | 1,09% | Akcje |
| BANK OF AMERICA CORP /DE/ | $5 014 971 | 128 688 | 1,08% | Akcje |
| CANANDAIGUA NATIONAL CORP | $4 911 277 | 154 881 | 1,06% | Akcje |
| COURIER CAPITAL LLC | $4 642 632 | 119 133 | 1,00% | Akcje |
| Empowered Funds, LLC | $4 253 731 | 109 154 | 0,92% | Akcje |
| MENDON CAPITAL ADVISORS CORP | $3 897 000 | 100 000 | 0,84% | Akcje |
| Curi Capital, LLC | $3 897 000 | 100 000 | 0,84% | Akcje |
| TWO SIGMA ADVISERS, LP | $3 409 593 | 109 387 | 0,74% | Akcje |
| Bank of New York Mellon Corp | $3 179 523 | 81 589 | 0,69% | Akcje |
| SEGALL BRYANT & HAMILL, LLC | $2 962 110 | 76 010 | 0,64% | Akcje |
| Trexquant Investment LP | $2 915 385 | 74 811 | 0,63% | Akcje |
| CITADEL ADVISORS LLC | $2 740 916 | 70 334 | 0,59% | Akcje |
| FMR LLC | $2 569 175 | 65 927 | 0,55% | Akcje |
| PRUDENTIAL FINANCIAL INC | $2 561 849 | 65 739 | 0,55% | Akcje |
| MORGAN STANLEY | $2 510 645 | 64 425 | 0,54% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $2 454 292 | 62 979 | 0,53% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 416 725 | 62 015 | 0,52% | Akcje |
| COMMONWEALTH EQUITY SERVICES, LLC | $2 249 410 | 57 721 | 0,49% | Akcje |
| BAYVIEW ASSET MANAGEMENT, LLC | $1 948 500 | 50 000 | 0,42% | Akcje |
| Cutler Capital Management, LLC | $1 926 191 | 49 428 | 0,42% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1 802 012 | 46 241 | 0,39% | Akcje |
| MARTINGALE ASSET MANAGEMENT L P | $1 619 126 | 41 548 | 0,35% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $1 618 853 | 41 541 | 0,35% | Akcje |
| MALTESE CAPITAL MANAGEMENT LLC | $1 615 930 | 41 466 | 0,35% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $1 490 758 | 38 254 | 0,32% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $1 473 066 | 37 800 | 0,32% | Akcje |
| Man Group plc | $1 464 103 | 37 570 | 0,32% | Akcje |
| Campbell & CO Investment Adviser LLC | $1 281 801 | 32 892 | 0,28% | Akcje |
| Vanguard Global Advisers, LLC | $1 015 870 | 26 068 | 0,22% | Akcje |
| RHUMBLINE ADVISERS | $991 038 | 25 431 | 0,21% | Akcje |
| Quantinno Capital Management LP | $929 038 | 23 839 | 0,20% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $911 625 | 23 393 | 0,20% | Akcje |
| Informed Momentum Co LLC | $839 648 | 21 546 | 0,18% | Akcje |
| XTX Topco Ltd | $806 952 | 20 707 | 0,17% | Akcje |
| STRS OHIO | $771 606 | 19 800 | 0,17% | Akcje |
| AMERIPRISE FINANCIAL INC | $757 303 | 19 427 | 0,16% | Akcje |
| DEUTSCHE BANK AG\ | $748 964 | 19 219 | 0,16% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $660 464 | 16 948 | 0,14% | Akcje |
| CITIGROUP INC | $651 189 | 16 710 | 0,14% | Akcje |
| ALPS ADVISORS INC | $645 811 | 16 572 | 0,14% | Akcje |
| WELLS FARGO & COMPANY/MN | $642 966 | 16 499 | 0,14% | Akcje |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $630 729 | 16 185 | 0,14% | Akcje |
| Quadrature Capital Ltd | $589 577 | 15 129 | 0,13% | Akcje |
| Oppenheimer & Close, LLC | $565 065 | 14 500 | 0,12% | Akcje |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $548 484 | 14 118 | 0,12% | Akcje |
| AlphaQuest LLC | $531 885 | 17 064 | 0,11% | Akcje |
| BAILARD, INC. | $522 198 | 13 400 | 0,11% | Akcje |
| FRANKLIN RESOURCES INC | $499 946 | 12 829 | 0,11% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $496 517 | 12 741 | 0,11% | Akcje |
| Graham Capital Management, L.P. | $473 953 | 12 162 | 0,10% | Akcje |
| MetLife Investment Management, LLC | $456 144 | 11 705 | 0,10% | Akcje |
| BlackRock, Inc. | $447 454 | 11 482 | 0,10% | Akcje |
| PANAGORA ASSET MANAGEMENT INC | $446 090 | 11 447 | 0,10% | Akcje |
| IEQ CAPITAL, LLC | $434 282 | 11 144 | 0,09% | Akcje |
| GREAT LAKES ADVISORS, LLC | $430 346 | 11 043 | 0,09% | Akcje |
| Squarepoint Ops LLC | $428 475 | 10 995 | 0,09% | Akcje |
| D. E. Shaw & Co., Inc. | $413 004 | 10 598 | 0,09% | Akcje |
| Brandywine Global Investment Management, LLC | $381 209 | 12 230 | 0,08% | Akcje |
| VANGUARD GROUP INC | $373 198 | 11 973 | 0,08% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $353 575 | 9 073 | 0,08% | Akcje |
| Rafferty Asset Management, LLC | $344 222 | 8 833 | 0,07% | Akcje |
| Stonebrook Private Inc. | $341 325 | 8 759 | 0,07% | Akcje |
| MERCER GLOBAL ADVISORS INC /ADV | $336 116 | 8 625 | 0,07% | Akcje |
| BARCLAYS PLC | $327 192 | 8 396 | 0,07% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $323 841 | 8 310 | 0,07% | Akcje |
| Invesco Ltd. | $313 397 | 8 042 | 0,07% | Akcje |
| Engineers Gate Manager LP | $305 369 | 7 836 | 0,07% | Akcje |
| Sterling Capital Management LLC | $299 562 | 7 687 | 0,06% | Akcje |
| CWM, LLC | $297 408 | 9 379 | 0,06% | Akcje |
| FIRST TRUST ADVISORS LP | $276 998 | 7 108 | 0,06% | Akcje |
| BANK OF NOVA SCOTIA | $257 202 | 6 600 | 0,06% | Akcje |
| Mariner, LLC | $255 397 | 6 554 | 0,06% | Akcje |
| CARY STREET PARTNERS FINANCIAL LLC | $245 511 | 6 300 | 0,05% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $237 717 | 6 100 | 0,05% | Opcja sprzedaży |
| Police & Firemen's Retirement System of New Jersey | $233 820 | 6 000 | 0,05% | Akcje |
| CITADEL ADVISORS LLC | $229 923 | 5 900 | 0,05% | Opcja sprzedaży |
| INTECH INVESTMENT MANAGEMENT LLC | $225 247 | 5 780 | 0,05% | Akcje |
| Focus Partners Wealth | $209 790 | 5 383 | 0,05% | Akcje |
| Russell Investments Group, Ltd. | $177 742 | 4 561 | 0,04% | Akcje |
Insiderzy spółki 70 insiderów · 41 dyrektorzy generalni · 23 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Martin Kearney Birmingham | President & CEO | 20 marca 2026 M | 137 622 | 0 | 0 | $0 |
| William Jack Plants II | Chief Financial Officer | 20 marca 2026 M | 8 013 | 1 | 0 | $19 879 |
| Kevin B Klotzbach | EVP & Chief Financial Officer | 26 lutego 2019 A | 20 273 | 0 | 0 | $0 |
| Karl Francis Krebs | EVP & Chief Financial Officer | 15 kwietnia 2013 D | 4 940 | 0 | 0 | $0 |
| Ronald A Miller | EVP & Chief Financial Officer | 12 marca 2009 D | 22 250 | 0 | 0 | $0 |
| Gary A. Pacos | Chief Risk Officer | 20 marca 2026 M | 3 473 | 0 | 0 | $0 |
| Laurie R Collins | Chief Human Resources Officer | 20 marca 2026 M | 7 669 | 0 | 0 | $0 |
| Kevin B Quinn | Chief Comm Banking Officer | 20 marca 2026 M | 6 992 | 0 | 0 | $0 |
| Samuel J Burruano Jr | Chief Legal Officer | 20 marca 2026 M | 15 238 | 0 | 0 | $0 |
| Eric W. Marks | Chief Consumer Banking Officer | 6 marca 2025 A | — | 0 | 0 | $0 |
| Sonia Marie Dumbleton | Senior Vice President | 19 marca 2024 M | 7 993 | 0 | 0 | $0 |
| Justin K. Bigham | Executive Vice President | 4 maja 2023 I | 1 485 | 0 | 0 | $0 |
| Sean M Willett | Executive Vice President | 21 marca 2023 A | 4 465 | 0 | 0 | $0 |
| Randall R. Phillips | Senior Vice President | 22 maja 2022 M | 1 394 | 0 | 0 | $0 |
| Joseph L Dugan | Senior Vice President | 6 maja 2020 P | 5 879 | 0 | 0 | $0 |
| William L Kreienberg | Executive Vice President | 25 lutego 2020 A | 3 815 | 0 | 0 | $0 |
| Bethany L. Bowers | Vice President | 22 maja 2019 A | — | 0 | 0 | $0 |
| David G Case | Senior Vice President | 22 maja 2019 A | 3 928 | 0 | 0 | $0 |
| Michael David Grover | Senior Vice President | 22 maja 2019 A | 2 444 | 0 | 0 | $0 |
| Craig J Burton | Senior Vice President | 26 lutego 2019 A | — | 0 | 0 | $0 |
| Edward S Oexle | Senior Vice President | 26 lutego 2019 A | — | 0 | 0 | $0 |
| Valerie C Benjamin | Senior Vice President | 26 lutego 2019 A | — | 0 | 0 | $0 |
| Michael D Burneal | Senior Vice President | 1 sierpnia 2018 P | 4 197 | 0 | 0 | $0 |
| Vito Caraccio | Senior Vice President | 27 lutego 2018 A | — | 0 | 0 | $0 |
| Charles J Guarino | Senior Vice President | 27 lutego 2018 A | 1 525 | 0 | 0 | $0 |
| Paula Dollinger Dolan | Senior Vice President | 27 lutego 2018 A | 6 642 | 0 | 0 | $0 |
| Jeffrey Patrick Kenefick | Executive Vice President | 27 lutego 2018 A | 3 459 | 0 | 0 | $0 |
| Richard J Harrison | Executive Vice President | 27 stycznia 2016 D | 27 903 | 0 | 0 | $0 |
| Kenneth Vincent Winn | EVP & Chief Risk Officer | 19 sierpnia 2014 D | 780 | 0 | 0 | $0 |
| Ronald Mitchell Mclaughlin | Executive Vice President | 23 lutego 2014 F | 12 421 | 0 | 0 | $0 |
| Rita Marie Bartol | Senior Vice President | 21 lutego 2013 D | 827 | 0 | 0 | $0 |
| John Leonard Rizzo | SVP & Corporate Secretary | 18 lutego 2013 F | 1 179 | 0 | 0 | $0 |
| John Joseph Witkowski | Executive Vice President | 23 lutego 2012 F | 19 129 | 0 | 0 | $0 |
| George Daniel Hagi | Executive Vice President | 23 lutego 2012 F | 26 272 | 0 | 0 | $0 |
| Bruce Heath Nagle | Sr VP & Dir of Human Resources | 12 marca 2009 D | 5 200 | 0 | 0 | $0 |
| James Tracy Rudgers | EVP & Chief of Comm. Banking | 12 marca 2009 D | 7 100 | 0 | 0 | $0 |
| Gary M Rougeau | Senior Vice President | 23 lutego 2005 A | — | 0 | 0 | $0 |
| Douglas L Mccabe | Sr Vice President | 23 lutego 2005 A | 2 023 | 0 | 0 | $0 |
| Thomas D Grover | Senior Vice President | 23 lutego 2005 A | — | 0 | 0 | $0 |
| Julie D Bartoldson | Sr VP & Dir of Human Resources | 2 kwietnia 2004 A | — | 0 | 0 | $0 |
| Randolph C Brown | Senior Vice President | 4 lutego 2004 A | 1 091 | 0 | 0 | $0 |
| Andrew W Dorn JR | Dyrektor | 20 maja 2026 A | 39 066 | 0 | 0 | $0 |
| Susan R Holliday | Dyrektor | 20 maja 2026 A | 41 678 | 0 | 0 | $0 |
| Angela J Panzarella | Dyrektor | 20 maja 2026 A | 6 857 | 0 | 0 | $0 |
| Dawn H Burlew | Dyrektor | 28 listopada 2025 A | 20 657 | 0 | 0 | $0 |
| Robert M Glaser | Dyrektor | 28 listopada 2025 A | 48 051 | 0 | 0 | $0 |
| Bruce W Harting | Dyrektor | 28 maja 2025 A | 6 139 | 0 | 0 | $0 |
| Robert L. Schrader | Dyrektor | 28 maja 2025 A | 1 361 | 0 | 0 | $0 |
| Kim E Vangelder | Dyrektor | 28 maja 2025 A | 29 074 | 0 | 0 | $0 |
| Donald Boswell | Dyrektor | 28 maja 2025 A | 16 656 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 2 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC, LASHLEY RICHARD J, PALMER JOHN W, Black Maple Capital Management LP, Black Maple Capital Holdings LLC, Barnard Robert James, Danielle Morgan Lashley 2010 Trust, Lashley Danielle Morgan, Lashley Family 2011 Trust, Lashley Beth, Lashley Family 2012 Trust, Lashley Robin, Caitlin Anne Lashley 2010 Trust, Fanelli Caitlin (nee Lashley) ×3 zgłoszenia | 2 października 2025 | 8,90% | Aneks | — | SEC |
| MHC Mutual Conversion Fund, L.P., Clover Partners, L.P., Clover Partners Management, L.L.C., Johnny Guerry, Terry Philen ×4 zgłoszenia | 12 grudnia 2016 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Posiadanie ETF-ów Posiadane przez 46 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,12% | 202 907 NS | 31 maja 2026 | N-PORT |
| QABA · First Trust Exchange-Traded Fund | 0,31% | 6 939 NS | 30 czerwca 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,27% | 16 274 NS | 31 maja 2026 | N-PORT |
| ESSC · Strategy Shares | 0,23% | 1 759 NS | 30 kwietnia 2026 | N-PORT |
| IWC · iShares Trust | 0,19% | 68 705 SH | 21 sierpnia 2026 | Dziennie |
| DPST · Direxion Shares ETF Trust | 0,11% | 16 319 NS | 30 kwietnia 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,11% | 23 452 SH | 19 sierpnia 2026 | Dziennie |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 68 302 NS | 30 kwietnia 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 15 416 SH | 19 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 18 847 NS | 31 maja 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 44 718 NS | 31 maja 2026 | N-PORT |
| IWN · iShares Trust | 0,05% | 191 574 SH | 21 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 17 175 SH | 19 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 2 246 SH | 21 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,03% | 549 438 SH | 21 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 18 983 SH | 21 sierpnia 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,03% | 57 429 NS | 30 kwietnia 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 100 308 NS | 30 kwietnia 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 183 139 NS | 31 maja 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 8 504 NS | 30 kwietnia 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 113 500 SH | 19 sierpnia 2026 | Dziennie |
| RB · ProShares Trust | 0,02% | 6 NS | 31 maja 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 922 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 64 630 NS | 30 kwietnia 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 94 075 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 720 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 226 687 SH | 19 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,01% | 27 487 SH | 19 sierpnia 2026 | Dziennie |
| URTY · ProShares Trust | 0,01% | 731 NS | 31 maja 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,01% | 1 208 NS | 31 maja 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 769 NS | 31 maja 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 40 167 NS | 30 kwietnia 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 18 NS | 31 maja 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 338 NS | 30 kwietnia 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 10 174 NS | 31 maja 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 10 663 NS | 30 kwietnia 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 200 NS | 30 kwietnia 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 39 709 SH | 21 sierpnia 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,00% | 4 600 NS | 30 kwietnia 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 238 NS | 30 kwietnia 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 156 NS | 31 maja 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 6 360 NS | 30 kwietnia 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 4 711 SH | 21 sierpnia 2026 | Dziennie |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 12 266 NS | 31 maja 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 595 014 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 506 SH | 19 sierpnia 2026 | Dziennie |