INCY Incyte Corporation - Common Stock
$124,17
Cena · Sie 18, 2026
Dane fundamentalne na dzień Lip 28, 2026
Zakres 52 tyg.
$81–$133
84% of range
Ocena Analityków
HOLD
33 analysts
Cena Docelowa
$125
+1% upside
P/E (TTM)
19.4
ROE
27.6%
Marża Zysku Netto
25.0%
O Incyte Corporation - Common Stock Przegląd firmy z Wikipedii
Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europe, and Asia.
Czytaj więcej
Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europe, and Asia.
Incyte Corporation currently develops and manufactures prescription biopharmaceutical medications in multiple therapeutic areas including oncology, inflammation, and autoimmunity.
History
Incyte Corporation was founded by Roy A. Whitfield on April 8, 1991, in Palo Alto, California, as a genomics company. It became a public company in 1993. Subsequently, scientists and chemists were recruited from DuPont to work for Incyte. Incyte moved its headquarters to Delaware, and acquired Maxia Pharmaceuticals in 2003.
In November 2013, Incyte announced its relocation to new headquarters in Wilmington, Delaware, completing the move by the end of 2014. Hervé Hoppenot became CEO in January 2014.
In 2017, the company became part of the S&P 500 Index, which tracks the 500 most widely held U.S. stocks.
In 2015, Incyte established its European headquarters in Geneva, Switzerland, and later moved this headquarters in 2021. The company expanded its Delaware headquarters, including the addition of a research and development facility, in 2022. Incyte acquired Villaris Therapeutics in 2022, and Escient Pharmaceuticals in 2024.
For 2025, the company reported $5.141 billion in revenue, $6.957 billion in assets and $1.286 billion in net income. Incyte is publicly traded on the NASDAQ under the symbol INCY. Incyte now operates out of North America, Asia, and Europe. Bill Meury became CEO in 2025. Meury replaced Hoppenot, who retired after 11 years in the position.
Pharmaceuticals
Incyte Corporation currently has seven marketed and co-marketed pharmaceutical products, including Jakafi (ruxolitinib), Pemazyre (pemigatinib), Monjuvi (tafasitamab-cxix), Opzelura (Ruxolitinib), Tabrecta (capmatinib), Olumiant (Baricitinib), and Iclusig (ponatinib).
In 2013, Novartis acquired Incyte's c-Met inhibitor capmatinib (INC280, INCB028060), which is marketed under the brand name Tabrecta.
As of 2014, the company was developing baricitinib, an oral JAK1 and JAK2 inhibitor drug for rheumatoid arthritis in partnership with Eli Lilly. It gained EU approval in February 2017. In April 2017, the US FDA issued a rejection, citing concerns about dosing and safety. In May 2018, baricitinib was approved in the United States for the treatment of rheumatoid arthritis under the brand name Olumiant.
As of 2016 epacadostat, an indoleamine 2,3-dioxygenase (IDO1) inhibitor, was in development for various cancers and was in combination trials with Merck's pembrolizumab (Keytruda) and Bristol Myers Squibb's nivolumab (Opdivo).
Acquisition history
Incyte has made a total of 3 acquisitions.
Maxia Pharmaceuticals (2003): An early acquisition in Incyte's history, the company purchased Maxia in 2003 for $42 million.
Villaris Therapeutics (2022): This acquisition was valued at approximately $1.4 billion and included an upfront payment along with milestones. It added new assets to Incyte's portfolio for treating vitiligo and other autoimmune conditions.
Escient Pharmaceuticals (2024): In May 2024, Incyte acquired this San Diego-based, clinical-stage company for $750 million. The acquisition provided Incyte with two oral drug candidates for inflammatory diseases, EP262 and EP547.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
INCY Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$124.17
Kapitalizacja Rynkowa
$24.64B
P/E (TTM)
19.4
EPS (TTM)
$6.41
Przychody (TTM)
$5.14B
Stopa dywidendy
—
ROE
27.6%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$81 – $133
INCY 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
$5.14B
2016-12-31
→
2025-12-31
EPS
$6.41
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
—
2017-12-31
→
2022-12-31
Marże
25.0%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
INCY
Mediana porównawcza
P/E (TTM)
19.4
17.7
P/S (TTM)
4.8
6.8
P/B
4.8
6.4
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
INCY
Mediana porównawcza
Operating Margin (Marża Operacyjna)
29.5%
—
Net Profit Margin (Marża Zysku Netto)
25.0%
20.3%
ROA
20.8%
11.4%
ROE
27.6%
16.8%
ROIC
22.7%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
INCY
Mediana porównawcza
Current Ratio (Wskaźnik bieżący)
3.3
3.4
Quick Ratio (Wskaźnik Szybkości)
2.0
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
INCY
Mediana porównawcza
Revenue YoY (Przychody R/R)
21.2%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
14.8%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
14.0%
—
EPS YoY
4173.3%
—
Net Income YoY (Zysk Netto R/R)
3845.0%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
INCY
Mediana porównawcza
INCY Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
33 analityków
- Mocne kupno 8 24,2%
- Kup 9 27,3%
- Trzymaj 16 48,5%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
23 analityków · 2026-08-18
Mediana
$120.00
Teraz
$124.17
Niski
$86.00
Wysoki
$155.00
Średni cel
$120.00
-3,4%
Średnia cel
$125.17
+0,8%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.33%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $3.09 | $2.14 | 0.95% |
| 31 marca 2026 | $1.81 | $1.40 | 0.41% |
| 31 grudnia 2025 | $1.80 | $1.97 | -0.17% |
| 30 września 2025 | $2.26 | $1.69 | 0.57% |
| 30 czerwca 2025 | $1.57 | $1.50 | 0.07% |
| 31 marca 2025 | $1.16 | $1.04 | 0.12% |
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 |
|---|---|---|---|---|---|---|
| INCY | $19.60B | 15.4 | 21.2% | 25.0% | 27.6% | — |
| RVMD | — | — | — | — | — | — |
| BIIB | $25.84B | 20.0 | 2.2% | 13.1% | 7.2% | — |
| ALNY | $52.64B | 170.7 | 65.2% | 8.5% | 60.4% | — |
| INSM | $37.29B | -27.1 | 66.7% | -210.5% | -128.4% | — |
| MRNA | $11.62B | -4.1 | -39.9% | -145.2% | -31.3% | — |
| UTHR | $21.27B | 17.5 | 10.6% | 41.9% | 18.7% | 87.9% |
| NBIX | $14.20B | 30.4 | 21.4% | 16.7% | 16.1% | — |
| BBIO | $14.90B | -20.2 | 126.3% | -146.0% | 41.2% | — |
| BMRN | $11.43B | 33.0 | 12.9% | 10.8% | 5.8% | — |
| EXEL | $11.44B | 15.7 | 7.0% | 33.7% | 37.3% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.14B | $4.24B | $3.70B | $3.39B | $2.99B | $2.67B | $2.16B | $1.88B | $1.54B | $1.11B | $754M | $511M | |
| Cost of Revenue | $372M | $312M | $255M | $207M | $151M | $131M | $114M | $94M | $79M | $58M | $27M | $3M | |
| R&D Expense | $2.05B | $2.61B | $1.63B | $1.59B | $1.46B | $2.22B | $1.15B | $1.20B | $1.33B | $582M | $480M | $348M | |
| SG&A Expense | $1.38B | $1.24B | $1.16B | $1.00B | $740M | $517M | $469M | $434M | $366M | $303M | $197M | $166M | |
| Operating Expenses | $3.63B | $4.18B | $3.08B | $2.82B | $2.40B | $2.93B | $1.76B | $1.75B | $1.78B | $961M | $703M | $516M | |
| Operating Income | $1.51B | $61M | $621M | $579M | $586M | $-264M | $402M | $129M | $-243M | $145M | $51M | $-5M | |
| Interest Expense | · | · | $3M | $3M | $2M | $2M | $2M | $2M | $7M | $39M | $46M | $47M | |
| Interest Income | $106M | $129M | $158M | $40M | · | · | · | · | · | · | · | · | |
| Other Non-op | $25M | $13M | $14M | $-519.0K | $11M | $23M | $52M | $32M | $17M | · | · | · | |
| Pretax Income | $1.66B | $317M | $834M | $529M | $570M | $-232M | $487M | $115M | $-312M | $107M | $8M | $-49M | |
| Income Tax | $378M | $284M | $237M | $188M | $-378M | $63M | $40M | $6M | $852.0K | $3M | $1M | $-66.0K | |
| Net Income | $1.29B | $33M | $598M | $341M | $949M | $-296M | $447M | $109M | $-313M | $104M | · | · | |
| EPS (Basic) | $6.59 | $0.16 | $2.67 | $1.53 | $4.30 | $-1.36 | $2.08 | $0.52 | $-1.53 | $0.55 | $0.04 | $-0.29 | |
| EPS (Diluted) | $6.41 | $0.15 | $2.65 | $1.52 | $4.27 | $-1.36 | $2.05 | $0.51 | $-1.53 | $0.54 | $0.03 | $-0.29 | |
| Shares (Basic) | 195,204,000 | 207,110,000 | 223,628,000 | 222,004,000 | 220,428,000 | 218,073,000 | 214,913,000 | 212,383,000 | 204,580,000 | 187,873,000 | 179,601,000 | 167,947,000 | |
| Shares (Diluted) | 200,700,000 | 210,530,000 | 225,928,000 | 223,958,000 | 222,074,000 | 218,073,000 | 217,657,000 | 215,635,000 | 204,580,000 | 194,125,000 | 187,302,000 | 167,947,000 | |
| EBITDA | $1.61B | $151M | · | $647M | $644M | $-212M | $457M | $184M | $-192M | · | · | $37M |
Bilans 27
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.10B | $1.69B | $3.21B | $2.95B | $2.06B | $1.51B | $1.83B | $1.16B | $900M | $652M | $521M | $452M | |
| Short-term Investments | · | · | · | · | · | · | $285M | $274M | $270M | $156M | $186M | $148M | |
| Inventory | $101M | $59M | $63M | $42M | $28M | $16M | $11M | $7M | $6M | $4M | $2M | $358.0K | |
| Prepaid Expense | $318M | $169M | $183M | $167M | $126M | $60M | $44M | $79M | $62M | $33M | $18M | $21M | |
| Current Assets | $5.02B | $3.24B | $4.65B | $4.09B | $3.12B | $2.36B | $2.48B | $1.83B | $1.50B | $994M | $842M | $680M | |
| PP&E (Net) | $731M | $763M | $752M | $739M | $724M | $560M | $378M | $320M | $260M | $168M | $86M | $82M | |
| PP&E (Gross) | $1.11B | $1.09B | $1.02B | $952M | $900M | $704M | $499M | $423M | $334M | $219M | $131M | $116M | |
| Accum. Depreciation | $375M | $328M | $270M | $213M | $176M | $144M | $122M | $103M | $75M | $52M | $45M | $35M | |
| Goodwill | $133M | $156M | $156M | $156M | $156M | $156M | $156M | $156M | $156M | $156M | · | · | |
| Intangibles | · | · | · | · | · | · | · | · | $237M | $270M | $12M | $2M | |
| Other Non-current Assets | $18M | $11M | $52M | $25M | $37M | $39M | $49M | $19M | $2M | $3M | $12M | · | |
| Total Assets | $6.96B | $5.44B | $6.78B | $5.84B | $4.93B | $3.56B | $3.43B | $2.65B | $2.30B | $1.64B | $1.01B | $796M | |
| Accounts Payable | $210M | $197M | $110M | $278M | $172M | $99M | $84M | $104M | $68M | $76M | $30M | $24M | |
| Accrued Liabilities | $1.03B | $1.21B | $936M | $701M | $534M | $378M | $286M | $229M | $199M | $127M | $87M | $62M | |
| Current Liabilities | $1.52B | $1.64B | $1.24B | $1.16B | $854M | $631M | $513M | $425M | $375M | $274M | $168M | $221M | |
| Capital Leases | $15M | $17M | $14M | $14M | $16M | $14M | $12M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | $20M | |
| Other Non-current Liabilities | $165M | $168M | $149M | $99M | $70M | $58M | $40M | $22M | $20M | $13M | $48M | $55M | |
| Total Liabilities | $1.79B | $2.00B | $1.59B | $1.47B | $1.16B | $950M | $828M | $720M | $672M | $1.22B | $836M | $878M | |
| Long-term Debt | · | · | · | · | · | · | · | $19.09B | $27M | $750M | $750M | $841M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $689M | |
| Common Stock | $198.0K | $193.0K | $224.0K | $223.0K | $221.0K | $219.0K | $216.0K | $213.0K | $211.0K | $189.0K | $187.0K | $171.0K | |
| Retained Earnings | $214M | $-1.07B | $160M | $-437M | $-778M | $-1.73B | $-1.43B | $-1.88B | $-1.99B | $-1.67B | $-1.78B | $-1.79B | |
| AOCI | $25M | $-13M | $13M | $15M | $-19M | $-15M | $-16M | $-10M | $-7M | $-3M | $-809.0K | $2M | |
| Stockholders' Equity | $5.17B | $3.45B | $5.19B | $4.37B | $3.77B | $2.61B | $2.60B | $1.93B | $1.63B | $419M | $171M | $-82M | |
| Liabilities + Equity | $6.96B | $5.44B | $6.78B | $5.84B | $4.93B | $3.56B | $3.43B | $2.65B | $2.30B | $1.64B | $1.01B | $796M | |
| Shares Outstanding | 198,460,009 | 193,434,305 | 224,286,862 | 222,746,719 | 221,084,433 | 219,489,329 | 216,177,830 | 213,274,660 | 211,262,906 | 188,848,752 | 186,650,249 | 170,876,619 |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $93M | $89M | $83M | $68M | $58M | $52M | $55M | $55M | $52M | $58M | $45M | $41M | |
| Stock-based Comp | $249M | $266M | $216M | $188M | $183M | $178M | $167M | $148M | $133M | $96M | $70M | $62M | |
| Deferred Tax | $248M | $-86M | $-159M | $57M | $-466M | $-350.0K | $-377.0K | $-459.0K | $-805.0K | · | · | · | |
| Amort. of Intangibles | $27M | $24M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $13M | · | · | |
| Other Non-cash | $-463M | $33M | · | $316M | $26M | $-58M | $43M | $24M | · | · | · | · | |
| Operating Cash Flow | $1.41B | $335M | $496M | $970M | $749M | $-125M | $711M | $336M | $-93M | $305M | $89M | $26M | |
| CapEx | · | · | · | $78M | $181M | $187M | $78M | $73M | $111M | $120M | $26M | $28M | |
| Investing Cash Flow | $-103M | $158M | $-208M | $-79M | $-208M | $-269M | $-87M | $-86M | $-350M | $-232M | $-105M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | $649M | · | · | · | |
| Stock Repurchased | $0 | $2.00B | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $0 | $-2.00B | · | · | · | · | · | · | $649M | · | · | · | |
| Financing Cash Flow | $101M | $-2.02B | $-20M | $-794.0K | $6M | $72M | $46M | $15M | $690M | $45M | $85M | · | |
| Net Change in Cash | $1.41B | $-1.53B | $262M | $894M | $544M | $-319M | $669M | $265M | $247M | $117M | $69M | $-19M | |
| Taxes Paid | $212M | $373M | $378M | $136M | $68M | $71M | $34M | $5M | $6M | $927.0K | · | · | |
| Free Cash Flow | · | · | · | $892M | $568M | $-312M | $633M | $263M | $-204M | · | · | $-2M | |
| Levered FCF | · | · | · | $890M | $565M | $-315M | $631M | $261M | $-211M | · | · | $-48M |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 29.5% | 1.5% | · | 17.1% | 19.6% | -9.9% | 18.6% | 6.9% | -15.9% | · | · | -0.94% | |
| Net Margin | 25.0% | 0.77% | · | 10.0% | 31.8% | -11.1% | 20.7% | 5.8% | · | · | · | · | |
| Pretax Margin | 32.4% | 7.5% | · | 15.6% | 19.1% | -8.7% | 22.6% | 6.1% | -20.3% | · | · | -9.5% | |
| EBITDA Margin | 31.3% | 3.5% | · | 19.1% | 21.6% | -7.9% | 21.1% | 9.8% | -12.5% | · | · | 7.2% | |
| ROA | 20.8% | 0.53% | · | 6.3% | 22.3% | -8.5% | 14.7% | 4.4% | · | · | · | · | |
| ROE | 27.6% | 0.99% | · | 7.9% | 27.4% | -11.8% | 17.8% | 5.9% | · | · | · | · | |
| ROIC | 22.7% | 0.18% | · | 8.5% | 25.8% | -12.9% | 14.2% | 6.4% | -15.0% | · | · | -0.79% |
Płynność i wypłacalność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 2.0 | · | 3.5 | 3.7 | 3.7 | 4.8 | 4.3 | 4.0 | · | · | 3.2 | |
| Quick Ratio | 2.0 | 1.0 | · | 2.6 | 2.4 | 2.4 | 4.1 | 3.4 | 3.1 | · | · | 2.7 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | -8.4 | |
| Interest Coverage | · | · | · | 217.3 | 307.0 | -121.3 | 216.7 | 83.7 | -35.3 | · | · | -0.1 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | · | 0.6 | 0.7 | 0.8 | 0.7 | 0.8 | 0.8 | · | · | 0.7 | |
| Inventory Turnover | 4.7 | 5.1 | · | 5.9 | 6.8 | 9.4 | 12.4 | 14.0 | 15.0 | · | · | 7.9 |
Stopy Wzrostu 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 21.2% | 14.8% | 8.9% | 13.7% | 12.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.8% | 12.4% | 11.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 4173.3% | -94.3% | 74.3% | -64.4% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 61.6% | -67.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 3845.0% | -94.5% | 75.4% | -64.1% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 55.7% | -67.5% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.14B | $4.24B | $3.70B | $3.39B | $2.99B | $2.67B | $2.16B | $1.88B | $1.54B | $1.11B | $754M | $511M | |
| Net Income TTM | $1.29B | $33M | $598M | $341M | $949M | $-296M | $447M | $109M | $-313M | $104M | · | · | |
| Market Cap | $19.60B | $13.36B | · | $17.89B | $16.23B | $19.09B | $18.88B | $13.56B | $20.01B | · | · | · | |
| P/E | 15.4 | 460.5 | 23.7 | 52.8 | 17.2 | -64.0 | 42.6 | 124.7 | -61.9 | 185.7 | 3615.0 | -252.1 | |
| P/S | 3.8 | 3.2 | · | 5.3 | 5.4 | 7.2 | 8.7 | 7.2 | 13.0 | · | · | · | |
| P/B | 3.8 | 3.9 | · | 4.1 | 4.3 | 7.3 | 7.3 | 7.0 | 12.3 | · | · | · | |
| P / Tangible Book | 3.9 | 4.1 | 2.8 | 4.2 | 4.5 | 7.8 | · | · | · | · | · | · | |
| P / Cash Flow | 13.9 | 39.8 | · | 18.4 | 21.7 | -153.2 | 26.6 | 40.3 | -215.2 | · | · | · | |
| P / FCF | · | · | · | 20.1 | 28.5 | -61.2 | 29.8 | 51.6 | -98.1 | · | · | · | |
| Earnings Yield | 6.5% | 0.22% | 4.2% | 1.9% | 5.8% | -1.6% | 2.4% | 0.80% | -1.6% | 0.54% | 0.03% | -0.40% |
Rachunek zysków i strat 17
| 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 | $1.67B | $1.27B | $1.51B | $1.37B | $1.22B | $1.05B | $1.18B | $1.14B | $1.04B | $881M | $1.01B | $919M | $955M | $809M | $927M | $823M | |
| Cost of Revenue | $105M | $105M | $121M | $99M | $79M | $73M | $88M | $86M | $77M | $61M | $70M | $60M | $68M | $57M | $59M | $55M | |
| R&D Expense | $517M | $516M | $611M | $507M | $495M | $437M | $466M | $573M | $1.14B | $429M | $444M | $376M | $401M | $407M | $501M | $384M | |
| SG&A Expense | $352M | $328M | $390M | $329M | $331M | $326M | $327M | $309M | $306M | $300M | $288M | $268M | $284M | $316M | $273M | $266M | |
| Operating Expenses | $976M | $972M | $1.17B | $922M | $685M | $848M | $877M | $992M | $1.52B | $789M | $826M | $704M | $761M | $784M | $857M | $685M | |
| Operating Income | $698M | $301M | $336M | $444M | $530M | $205M | $302M | $146M | $-478M | $92M | $187M | $215M | $194M | $25M | $70M | $138M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $430.0K | · | $623.0K | $655.0K | $469.0K | · | $641.0K | |
| Interest Income | $38M | $34M | $31M | $27M | $25M | $23M | $21M | $19M | $41M | $47M | · | · | · | · | · | · | |
| Other Non-op | $6M | $3M | $6M | $4M | $7M | $8M | $2M | $5M | $8M | $-2M | $-108M | $46M | $43M | $33M | $-14M | $12M | |
| Pretax Income | $752M | $344M | $390M | $482M | $558M | $234M | $314M | $157M | $-390M | $236M | $271M | $234M | $278M | $52M | $81M | $149M | |
| Income Tax | $166M | $40M | $91M | $58M | $153M | $76M | $113M | $50M | $55M | $67M | $70M | $63M | $74M | $30M | $52M | $36M | |
| Net Income | $586M | $303M | $299M | $424M | $405M | $158M | $201M | $106M | $-445M | $170M | $201M | $171M | $204M | $22M | $28M | $113M | |
| EPS (Basic) | $2.92 | $1.52 | $1.51 | $2.17 | $2.09 | $0.82 | $0.89 | $0.55 | $-2.04 | $0.76 | $0.90 | $0.76 | $0.91 | $0.10 | $0.12 | $0.51 | |
| EPS (Diluted) | $2.81 | $1.47 | $1.46 | $2.11 | $2.04 | $0.80 | $0.90 | $0.54 | $-2.04 | $0.75 | $0.89 | $0.76 | $0.90 | $0.10 | $0.13 | $0.50 | |
| Shares (Basic) | 200,378,000 | 199,343,000 | -388,173,000 | 195,670,000 | 193,995,000 | 193,712,000 | -428,178,000 | 192,629,000 | 218,175,000 | 224,484,000 | -446,658,000 | 224,078,000 | 223,248,000 | 222,960,000 | -443,397,000 | 222,415,000 | |
| Shares (Diluted) | 208,216,000 | 206,830,000 | -397,670,000 | 201,429,000 | 198,744,000 | 198,197,000 | -430,702,000 | 195,838,000 | 218,175,000 | 227,219,000 | -451,477,000 | 226,167,000 | 225,649,000 | 225,589,000 | -446,828,000 | 224,175,000 | |
| EBITDA | $698M | $325M | · | $444M | $530M | $228M | · | $146M | $-478M | $114M | · | $215M | $194M | $44M | · | $138M |
Bilans 22
| 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 | $3.98B | $3.46B | $3.10B | $2.46B | $1.95B | $1.94B | $1.69B | $1.30B | $987M | $3.35B | · | $3.23B | $3.13B | $2.82B | · | $2.69B | |
| Inventory | $113M | $116M | $101M | $83M | $83M | $64M | $59M | $70M | $101M | $64M | · | $57M | $36M | $41M | · | $46M | |
| Prepaid Expense | $253M | $301M | $318M | $369M | $296M | $212M | $169M | $205M | $208M | $189M | · | $172M | $167M | $194M | · | $180M | |
| Current Assets | $6.03B | $5.48B | $5.02B | $4.28B | $3.64B | $3.51B | $3.24B | $2.81B | $2.57B | $4.85B | · | $4.40B | $4.26B | $3.97B | · | $3.82B | |
| PP&E (Net) | $709M | $720M | $731M | $799M | $799M | $765M | $763M | $773M | $762M | $720M | · | $733M | $749M | $742M | · | $716M | |
| PP&E (Gross) | $1.11B | $1.11B | $1.11B | $1.16B | $1.14B | $1.11B | $1.09B | $1.09B | $1.06B | $1.00B | · | $986M | $988M | $967M | · | $918M | |
| Accum. Depreciation | $404M | $389M | $375M | $361M | $346M | $344M | $328M | $316M | $298M | $283M | · | $253M | $239M | $226M | · | $202M | |
| Goodwill | $133M | $133M | $133M | $156M | $156M | $156M | $156M | $156M | $156M | $156M | · | $156M | $156M | $156M | · | $156M | |
| Other Non-current Assets | $87M | $24M | $18M | $32M | $33M | $30M | $11M | $40M | $22M | $47M | · | $81M | $32M | $21M | · | $24M | |
| Total Assets | $7.87B | $7.34B | $6.96B | $6.33B | $5.82B | $5.75B | $5.44B | $5.01B | $4.66B | $7.14B | · | $6.39B | $6.21B | $5.80B | · | $5.51B | |
| Accounts Payable | $250M | $229M | $210M | $172M | $241M | $196M | $197M | $179M | $148M | $164M | · | $139M | $156M | $56M | · | $163M | |
| Accrued Liabilities | $870M | $1.09B | $1.03B | $948M | $857M | $1.38B | $1.21B | $1.13B | $1.03B | $1.10B | · | $821M | $811M | $825M | · | $700M | |
| Current Liabilities | $1.31B | $1.49B | $1.52B | $1.34B | $1.28B | $1.72B | $1.64B | $1.50B | $1.34B | $1.40B | · | $1.12B | $1.12B | $1.01B | · | $1.01B | |
| Capital Leases | · | · | $15M | · | · | · | $17M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $125M | $127M | $165M | $171M | $180M | $176M | $168M | $145M | $142M | $151M | · | $133M | $140M | $118M | · | $75M | |
| Total Liabilities | $1.53B | $1.72B | $1.79B | $1.68B | $1.65B | $2.08B | $2.00B | $1.84B | $1.66B | $1.74B | · | $1.46B | $1.47B | $1.34B | · | $1.28B | |
| Common Stock | $201.0K | $200.0K | $198.0K | $196.0K | $194.0K | $193.0K | $193.0K | $192.0K | $191.0K | $224.0K | · | $224.0K | $223.0K | $223.0K | · | $222.0K | |
| Retained Earnings | $1.10B | $517M | $214M | $-86M | $-510M | $-915M | $-1.07B | $-1.27B | $-1.38B | $330M | · | $-41M | $-212M | $-416M | · | $-466M | |
| AOCI | $20M | $22M | $25M | $15M | $13M | $-6M | $-13M | $16M | $-5M | $-6M | · | $23M | $27M | $21M | · | $-29M | |
| Stockholders' Equity | $6.34B | $5.62B | $5.17B | $4.65B | $4.17B | $3.67B | $3.45B | $3.17B | $3.00B | $5.39B | $5.19B | $4.93B | $4.74B | $4.46B | $4.37B | $4.23B | |
| Liabilities + Equity | $7.87B | $7.34B | $6.96B | $6.33B | $5.82B | $5.75B | $5.44B | $5.01B | $4.66B | $7.14B | · | $6.39B | $6.21B | $5.80B | · | $5.51B | |
| Shares Outstanding | 200,977,687 | 199,948,401 | 198,460,009 | 196,130,993 | 194,123,265 | 193,783,446 | 193,434,305 | 192,798,328 | 191,572,449 | 224,533,449 | · | 224,101,839 | 223,338,330 | 223,061,787 | · | 222,454,839 |
Przepływy pieniężne 10
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $24M | $24M | $24M | $23M | $22M | $23M | $23M | $22M | $22M | $22M | $21M | $20M | $19M | $18M | $17M | |
| Stock-based Comp | $67M | $64M | $62M | $62M | $65M | $61M | $72M | $78M | $57M | $60M | $60M | $48M | $55M | $53M | $53M | $45M | |
| Other Non-cash | · | $-22M | · | · | · | $25M | · | · | · | $-32M | · | · | · | $-200M | · | · | |
| Operating Cash Flow | $508M | $369M | $543M | $559M | $45M | $266M | $381M | $311M | $-576M | $219M | $148M | $148M | $307M | $-106M | $284M | $296M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $28M | |
| Investing Cash Flow | $-52M | $-88M | $-37M | $-47M | $-19M | $1M | $-21M | $38M | $214M | $-73M | $-154M | $-17M | $-7M | $-29M | $-21M | $-28M | |
| Stock Repurchased | · | · | $0 | $0 | · | · | $0 | $103.0K | · | · | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $65M | $85M | $138M | $-13M | $-11M | $-13M | $20M | $-32M | $-2.00B | $-12M | $346.0K | $-37M | $13M | $4M | $-2M | $-14M | |
| Net Change in Cash | $521M | $363M | $643M | $500M | $13M | $254M | $384M | $317M | $-2.36B | $133M | $-14M | $96M | $310M | $-130M | $261M | $255M | |
| Taxes Paid | $15M | $-9M | $27M | $7M | $177M | $844.0K | $70M | $73M | $227M | $3M | $125M | $116M | $130M | $7M | $20M | $40M |
Rentowność 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 41.7% | 23.7% | · | 32.5% | 43.6% | 19.5% | · | 12.8% | -45.8% | 10.4% | · | 23.4% | 20.3% | 3.1% | · | 16.8% | |
| Net Margin | 35.0% | 23.8% | · | 31.1% | 33.3% | 15.0% | · | 9.4% | -42.6% | 19.2% | · | 18.6% | 21.3% | 2.7% | · | 13.7% | |
| Pretax Margin | 44.9% | 27.0% | · | 35.3% | 45.9% | 22.2% | · | 13.8% | -37.3% | 26.8% | · | 25.4% | 29.1% | 6.4% | · | 18.1% | |
| EBITDA Margin | 41.7% | 25.5% | · | 32.5% | 43.6% | 21.6% | · | 12.8% | -45.8% | 12.9% | · | 23.4% | 20.3% | 5.4% | · | 16.8% | |
| ROA | 8.6% | 4.6% | · | 7.5% | 7.7% | 2.5% | · | 1.9% | -8.2% | 2.6% | · | 2.9% | 3.5% | 0.40% | · | 2.3% | |
| ROE | 11.1% | 6.5% | · | 10.8% | 11.3% | 3.5% | · | 2.6% | -11.5% | 3.4% | · | 3.7% | 4.6% | 0.52% | · | 3.1% | |
| ROIC | 8.6% | 4.7% | · | 8.4% | 9.2% | 3.8% | · | 3.1% | -18.2% | 1.2% | · | 3.2% | 3.0% | 0.23% | · | 2.5% |
Płynność i wypłacalność 3
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.6 | 3.7 | · | 3.2 | 2.8 | 2.0 | · | 1.9 | 1.9 | 3.5 | · | 3.9 | 3.8 | 3.9 | · | 3.8 | |
| Quick Ratio | 3.0 | 2.3 | · | 1.8 | 1.5 | 1.1 | · | 0.9 | 0.7 | 2.4 | · | 2.9 | 2.8 | 2.8 | · | 2.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 213.7 | · | 344.6 | 295.8 | 52.8 | · | 215.9 |
Efektywność 2
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.2 | |
| Inventory Turnover | 1.1 | 1.2 | · | 1.3 | 0.9 | 1.1 | · | 1.3 | 1.1 | 1.2 | · | 1.2 | 1.5 | 1.5 | · | 1.6 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.53B | $4.91B | · | $4.77B | $4.45B | $4.12B | · | $3.98B | $3.80B | $3.56B | · | $3.51B | $3.50B | $3.28B | · | $3.28B | |
| Net Income TTM | $1.72B | $1.29B | · | $1.09B | $225M | $-10M | · | $3M | $100M | $566M | · | $509M | $499M | $334M | · | $494M | |
| Market Cap | $22.78B | $18.82B | · | $16.63B | $13.22B | $11.73B | · | $12.74B | $11.61B | $12.79B | · | $12.95B | $13.90B | $16.12B | · | $14.82B | |
| P/E | 13.4 | 14.7 | · | 15.4 | 50.8 | 1211.0 | · | 6610.0 | 163.8 | 22.7 | · | 25.6 | 28.0 | 48.5 | · | 30.2 | |
| P/S | 4.1 | 3.8 | · | 3.5 | 3.0 | 2.9 | · | 3.2 | 3.1 | 3.6 | · | 3.7 | 4.0 | 4.9 | · | 4.5 | |
| P/B | 3.6 | 3.3 | · | 3.6 | 3.2 | 3.2 | · | 4.0 | 3.9 | 2.4 | · | 2.6 | 2.9 | 3.6 | · | 3.5 | |
| P / Tangible Book | 3.7 | 3.4 | · | 3.7 | 3.3 | 3.3 | · | 4.2 | 4.1 | 2.4 | · | 2.7 | 3.0 | 3.7 | · | 3.6 | |
| P / Cash Flow | · | 51.0 | · | · | · | 44.1 | · | · | · | 58.5 | · | · | · | -152.7 | · | · | |
| Earnings Yield | 7.4% | 6.8% | · | 6.5% | 2.0% | 0.08% | · | 0.02% | 0.61% | 4.4% | · | 3.9% | 3.6% | 2.1% | · | 3.3% |
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 | $5.14B | $4.24B | $3.70B | $3.39B | $2.99B |
| Marża Operacyjna % | 29.5% | 1.5% | — | 17.1% | 19.6% |
| Zysk netto | $1.29B | $33M | $598M | $341M | $949M |
| Rozwodniony EPS | $6.41 | $0.15 | $2.65 | $1.52 | $4.27 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 3.3 | 2.0 | — | 3.5 | 3.7 |
| Wskaźnik Szybkości | 2.0 | 1.0 | — | 2.6 | 2.4 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | — | — | — | $892M | $568M |
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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Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 928 emitentów · $16.2B 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 |
|---|---|---|---|---|
| 129 (+10 vs poprzedni kw.) | 66 (-31 vs poprzedni kw.) | 345 (+31 vs poprzedni kw.) | 261 (-21 vs poprzedni kw.) | +18.0M |
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 |
|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | $3 487 217 729 | 30 762 330 | 21,56% | Akcje |
| Dodge & Cox | $1 355 482 475 | 11 957 326 | 8,38% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 249 713 401 | 11 024 289 | 7,73% | Akcje |
| STATE STREET CORP | $1 102 124 009 | 9 722 336 | 6,81% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $883 198 076 | 7 791 091 | 5,46% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $472 254 570 | 4 183 857 | 2,92% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $398 135 284 | 3 512 132 | 2,46% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $384 786 803 | 3 394 379 | 2,38% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $311 168 439 | 2 744 958 | 1,92% | Akcje |
| Robeco Institutional Asset Management B.V. | $276 795 075 | 2 441 735 | 1,71% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $227 123 448 | 2 003 559 | 1,40% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $201 199 603 | 1 774 874 | 1,24% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $191 845 249 | 1 692 354 | 1,19% | Akcje |
| FIRST TRUST ADVISORS LP | $180 015 041 | 1 587 996 | 1,11% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $167 811 569 | 1 480 342 | 1,04% | Akcje |
| Caisse de depot et placement du Quebec | $155 360 220 | 1 370 503 | 0,96% | Akcje |
| AustralianSuper Pty Ltd | $135 634 220 | 1 196 491 | 0,84% | Akcje |
| NORGES BANK | $126 861 970 | 1 119 107 | 0,78% | Akcje |
| FMR LLC | $116 316 542 | 1 026 081 | 0,72% | Akcje |
| ROYAL BANK OF CANADA | $115 263 000 | 1 016 790 | 0,71% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $106 959 694 | 943 540 | 0,66% | Akcje |
| ARMISTICE CAPITAL, LLC | $102 024 567 | 900 005 | 0,63% | Akcje |
| PANAGORA ASSET MANAGEMENT INC | $99 970 937 | 881 889 | 0,62% | Akcje |
| GOLDMAN SACHS GROUP INC | $97 568 045 | 860 692 | 0,60% | Akcje |
| VANGUARD GROUP INC | $91 396 622 | 925 348 | 0,56% | Akcje |
| Sound Shore Management Inc /CT/ | $85 895 479 | 757 723 | 0,53% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $82 953 901 | 731 774 | 0,51% | Akcje |
| Gotham Asset Management, LLC | $81 567 621 | 719 545 | 0,50% | Akcje |
| Pictet Asset Management Holding SA | $81 315 880 | 713 354 | 0,50% | Akcje |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $75 887 460 | 768 325 | 0,47% | Akcje |
| MACKENZIE FINANCIAL CORP | $71 967 956 | 634 862 | 0,44% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $65 633 852 | 578 986 | 0,41% | Akcje |
| Legal & General Group Plc | $63 331 398 | 558 675 | 0,39% | Akcje |
| SEB Asset Management AB | $63 307 742 | 558 467 | 0,39% | Akcje |
| GLENMEDE TRUST CO NA | $60 308 653 | 532 010 | 0,37% | Akcje |
| Woodline Partners LP | $58 118 538 | 512 690 | 0,36% | Akcje |
| MARSHALL WACE, LLP | $56 804 130 | 501 095 | 0,35% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $56 779 870 | 500 881 | 0,35% | Akcje |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $55 184 782 | 486 810 | 0,34% | Akcje |
| BlackRock, Inc. | $54 675 002 | 482 313 | 0,34% | Akcje |
| Swiss National Bank | $54 058 437 | 476 874 | 0,33% | Akcje |
| Glenmede Investment Management, LP | $53 145 338 | 626 640 | 0,33% | Akcje |
| Vinva Investment Management Ltd | $53 069 578 | 462 843 | 0,33% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $50 161 800 | 442 500 | 0,31% | Akcje |
| California Public Employees Retirement System | $48 730 290 | 429 872 | 0,30% | Akcje |
| RHUMBLINE ADVISERS | $48 578 406 | 428 533 | 0,30% | Akcje |
| IEQ CAPITAL, LLC | $48 141 997 | 424 682 | 0,30% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $46 733 567 | 412 258 | 0,29% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $44 634 140 | 393 738 | 0,28% | Akcje |
| Vanguard Global Advisers, LLC | $43 080 994 | 380 037 | 0,27% | Akcje |
| MORGAN STANLEY | $42 894 746 | 378 394 | 0,27% | Akcje |
| Swedbank AB | $42 100 431 | 371 387 | 0,26% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $39 177 443 | 345 602 | 0,24% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $38 530 157 | 339 892 | 0,24% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $38 125 008 | 336 318 | 0,24% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $37 984 782 | 335 081 | 0,23% | Akcje |
| Grantham, Mayo, Van Otterloo & Co. LLC | $36 114 682 | 318 584 | 0,22% | Akcje |
| Aware Super Pty Ltd as trustee of Aware Super | $34 779 982 | 306 810 | 0,21% | Akcje |
| Arbejdsmarkedets Tillaegspension | $33 826 624 | 298 400 | 0,21% | Akcje |
| BARCLAYS PLC | $32 329 252 | 285 191 | 0,20% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $32 129 398 | 283 428 | 0,20% | Akcje |
| Ensign Peak Advisors, Inc | $30 602 212 | 269 956 | 0,19% | Akcje |
| Illinois Municipal Retirement Fund | $29 511 916 | 260 338 | 0,18% | Akcje |
| WINTON GROUP Ltd | $28 839 691 | 254 408 | 0,18% | Akcje |
| PFA Pension, Forsikringsaktieselskab | $28 624 373 | 252 509 | 0,18% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $26 717 581 | 236 172 | 0,17% | Akcje |
| TODD ASSET MANAGEMENT LLC | $26 568 750 | 234 375 | 0,16% | Akcje |
| BANK OF AMERICA CORP /DE/ | $25 899 133 | 228 468 | 0,16% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $24 961 078 | 220 193 | 0,15% | Akcje |
| Andra AP-fonden | $24 381 598 | 259 048 | 0,15% | Akcje |
| Quantinno Capital Management LP | $24 309 704 | 214 446 | 0,15% | Akcje |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $24 037 194 | 212 043 | 0,15% | Akcje |
| Baird Financial Group, Inc. | $23 690 539 | 208 985 | 0,15% | Akcje |
| Eurizon Capital SGR S.p.A. | $23 250 000 | 204 785 | 0,14% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $22 709 932 | 241 287 | 0,14% | Akcje |
| Korea Investment CORP | $22 164 827 | 195 526 | 0,14% | Akcje |
| KLP KAPITALFORVALTNING AS | $21 799 695 | 192 305 | 0,13% | Akcje |
| Catalio Capital Management, LP | $21 722 837 | 191 627 | 0,13% | Akcje |
| PRUDENTIAL FINANCIAL INC | $21 650 853 | 190 992 | 0,13% | Akcje |
| ROYAL LONDON ASSET MANAGEMENT LTD | $21 575 016 | 190 323 | 0,13% | Akcje |
| Fideuram Asset Management (Ireland) dac | $20 928 446 | 213 883 | 0,13% | Akcje |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $20 401 285 | 179 969 | 0,13% | Akcje |
| APG Asset Management N.V. | $20 193 310 | 203 661 | 0,12% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $19 499 734 | 172 016 | 0,12% | Akcje |
| SECTOR GAMMA AS | $19 356 560 | 170 753 | 0,12% | Akcje |
| MARTINGALE ASSET MANAGEMENT L P | $19 137 209 | 168 818 | 0,12% | Akcje |
| CWM, LLC | $19 084 906 | 202 772 | 0,12% | Akcje |
| Bridgewater Associates, LP | $19 073 160 | 168 253 | 0,12% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $18 937 791 | 201 209 | 0,12% | Akcje |
| Candriam S.C.A. | $18 443 367 | 162 854 | 0,11% | Akcje |
| Focus Partners Wealth | $18 354 947 | 161 917 | 0,11% | Akcje |
| DNB Asset Management AS | $18 304 239 | 161 470 | 0,11% | Akcje |
| SEI INVESTMENTS CO | $18 019 140 | 158 955 | 0,11% | Akcje |
| Trails Edge Capital Partners, LP | $17 570 800 | 155 000 | 0,11% | Akcje |
| Jefferies Financial Group Inc. | $17 321 295 | 152 799 | 0,11% | Akcje |
| SAWGRASS ASSET MANAGEMENT LLC | $17 250 671 | 152 176 | 0,11% | Akcje |
| Mitsubishi UFJ Trust & Banking Corp | $17 215 756 | 151 868 | 0,11% | Akcje |
| AVIVA PLC | $16 882 025 | 148 924 | 0,10% | Akcje |
| Driehaus Capital Management LLC | $16 794 397 | 148 151 | 0,10% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $16 681 037 | 147 151 | 0,10% | Akcje |
Insiderzy spółki 61 insiderów · 32 dyrektorzy generalni · 17 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| William Meury | Chief Executive Officer | 16 lipca 2026 A | 183 129 | 0 | 0 | $0 |
| Herve Hoppenot | Special Advisor to the CEO | 15 lipca 2025 F | 517 146 | 0 | 0 | $0 |
| Christiana Stamoulis | EVP & Chief Financial Officer | 15 lipca 2025 A | 125 759 | 0 | 0 | $0 |
| David W Gryska | Executive Vice President, CFO | 16 lipca 2018 F | 10 235 | 0 | 0 | $0 |
| David C Hastings | Chief Financial Officer | 5 czerwca 2014 M | 8 500 | 0 | 0 | $0 |
| Lee Heeson | EVP, Head of Incyte Intl | 23 lipca 2026 A | 32 778 | 0 | 0 | $0 |
| Michael James Morrissey | EVP, Head of Tech. Operations | 23 lipca 2026 A | 81 515 | 0 | 0 | $0 |
| Richard A. Hoffman | EVP & General Counsel | 16 lipca 2026 A | 16 861 | 0 | 0 | $0 |
| David H Gardner | EVP, Chief Strategy Officer | 16 lipca 2026 A | 16 824 | 0 | 0 | $0 |
| Ramitpal K Basi | EVP, Human Resources | 16 lipca 2026 A | 11 497 | 0 | 0 | $0 |
| Mohamed Khairie Issa | EVP, Head of U.S. Commercial | 16 lipca 2026 A | 71 797 | 0 | 1 | $-125 706 |
| Thomas Tray | Principal Accounting Officer | 16 lipca 2026 A | 21 699 | 0 | 1 | $-263 900 |
| Steven H Stein | CMO & Head of Late-Stage Dev. | 16 lipca 2026 A | 30 916 | 0 | 2 | $-3 407 541 |
| Sheila A. Denton | EVP & General Counsel | 15 sierpnia 2025 M | 33 200 | 0 | 1 | $-24 046 |
| Vijay K Iyengar | EVP, GMAPPS | 16 lipca 2025 S | 40 540 | 0 | 0 | $0 |
| Barry P Flannelly | EVP & General Manager US | 16 lipca 2025 S | 35 149 | 0 | 0 | $0 |
| Matteo Trotta | EVP, GM, Dermatology US | 15 lipca 2025 A | 15 016 | 0 | 0 | $0 |
| Paula J Swain | EVP, Human Resources | 15 lipca 2025 A | 106 482 | 0 | 0 | $0 |
| Jonathan Elliott Dickinson | EVP, General Manager, Europe | 12 września 2024 S | 36 390 | 0 | 0 | $0 |
| Dashyant Dhanak | EVP & Chief Scientific Officer | 14 lipca 2023 A | 58 968 | 0 | 0 | $0 |
| Maria E Pasquale | EVP & General Counsel | 14 lipca 2023 A | 69 724 | 0 | 0 | $0 |
| Paul Trower | Principal Accounting Officer | 19 stycznia 2022 A | 32 268 | 0 | 0 | $0 |
| Yao Wenqing | EVP, Head of Discovery Chem | 2 lipca 2021 A | 98 575 | 0 | 0 | $0 |
| Reid M Huber | EVP, Chief Scientific Officer | 16 lipca 2018 F | 34 571 | 0 | 0 | $0 |
| Eric H. Siegel | EVP, General Counsel | 13 września 2017 F | 21 053 | 0 | 0 | $0 |
| Richard S Levy | EVP, Chief Drug Dev Officer | 6 stycznia 2016 M | 16 926 | 0 | 0 | $0 |
| James M Daly | EVP, Chief Commercial Officer | 23 czerwca 2015 M | 3 521 | 0 | 0 | $0 |
| Patricia S Andrews | Chief Commercial Officer | 19 stycznia 2012 A | — | 0 | 0 | $0 |
| Patricia A Schreck | EVP, General Counsel | 10 maja 2011 M | 4 500 | 0 | 0 | $0 |
| Brian W Metcalf | Chief Drug Discovery Scientist | 11 kwietnia 2011 M | 66 504 | 0 | 0 | $0 |
| Steven M. Friedman | EVP, Biology & Preclinical Dev | 18 maja 2010 A | 38 137 | 0 | 0 | $0 |
| John A Keller | Chief Business Officer | 8 lutego 2008 A | — | 0 | 0 | $0 |
| Paul J Clancy | Dyrektor | 30 czerwca 2026 A | 25 635 | 0 | 0 | $0 |
| Edmund Harrigan | Dyrektor | 30 czerwca 2026 A | 23 019 | 0 | 0 | $0 |
| Katherine A High | Dyrektor | 8 czerwca 2026 A | 14 983 | 0 | 0 | $0 |
| Jacqualyn A Fouse | Dyrektor | 8 czerwca 2026 A | 20 968 | 0 | 0 | $0 |
| Jean Jacques Bienaime | Dyrektor | 8 czerwca 2026 A | 24 424 | 0 | 0 | $0 |
| Otis W Brawley | Dyrektor | 8 czerwca 2026 A | 12 894 | 0 | 0 | $0 |
| Susanne Schaffert | Dyrektor | 12 czerwca 2024 A | 5 720 | 0 | 0 | $0 |
| Wendy L Dixon | Dyrektor | 31 marca 2022 A | 17 768 | 0 | 0 | $0 |
| Paul A Friedman, M.D. | Dyrektor | 26 maja 2020 A | 256 813 | 0 | 0 | $0 |
| Paul A Brooke | Dyrektor | 31 marca 2020 A | 221 911 | 0 | 0 | $0 |
| Barry A Ariko | Dyrektor | 12 marca 2015 M | 45 834 | 0 | 0 | $0 |
| Richard U De Schutter | Dyrektor | 5 marca 2015 M | 92 290 | 0 | 0 | $0 |
| Roy A Whitfield | Dyrektor | 17 grudnia 2013 M | 666 082 | 0 | 0 | $0 |
| John F Niblack | Dyrektor | 20 maja 2011 A | — | 0 | 0 | $0 |
| Fred B Craves | Dyrektor | 1 czerwca 2005 A | 196 793 | 0 | 0 | $0 |
| INCYTE CORP | Posiadacz 10% | 25 stycznia 2021 A | 3 550 000 | 0 | 0 | $0 |
| DAMIAL FOUNDATION INC | Posiadacz 10% | 11 lutego 2004 S | — | 0 | 0 | $0 |
| Bonnie J Tisch | Posiadacz 10% | 14 stycznia 2004 S | — | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 7 akcji
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 |
|---|---|---|---|---|---|
| Baker Bros. Advisors LP, Baker Bros. Advisors (GP) LLC, Julian C. Baker, Felix J. Baker, FBB2, LLC, FBB3 LLC, FBB Associates ×21 zgłoszenia | 11 maja 2026 | 15,60% | Aneks | Inwestycja pasywna | SEC |
| Incyte Corporation ×3 zgłoszenia | 14 sierpnia 2023 | — | Pierwotne zgłoszenie | Struktura kapitałowa | SEC |
| Baker Bros. Advisors, LLC, Julian C. Baker, Felix J. Baker, FBB2, LLC, FBB Associates ×2 zgłoszenia | 15 czerwca 2012 | — | Pierwotne zgłoszenie | — | SEC |
| Julian C. Baker, Felix J. Baker ×12 zgłoszenia | 1 października 2009 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 25 lutego 2004 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 29 września 2003 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 15 sierpnia 2002 | — | Pierwotne zgłoszenie | — | 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 214 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 |
|---|---|---|---|---|
| IDNA · iShares Trust | 4,05% | 67 570 SH | 8 sierpnia 2026 | Dziennie |
| BRNY · EA Series Trust | 3,64% | 211 562 NS | 30 kwietnia 2026 | N-PORT |
| PBE · Invesco Exchange-Traded Fund Trust | 2,97% | 89 311 SH | 8 sierpnia 2026 | Dziennie |
| BUL · Pacer Funds Trust | 2,38% | 31 787 NS | 30 kwietnia 2026 | N-PORT |
| SAWG · ETF Series Solutions | 2,36% | 624 NS | 30 kwietnia 2026 | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 2,32% | 23 365 SH | 8 sierpnia 2026 | Dziennie |
| FXH · First Trust Exchange-Traded AlphaDE… | 2,19% | 201 047 NS | 30 kwietnia 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 1,98% | 623 NS | 30 kwietnia 2026 | N-PORT |
| SMRI · EA Series Trust | 1,96% | 111 283 NS | 30 kwietnia 2026 | N-PORT |
| IBB · iShares Trust | 1,81% | 1 453 479 SH | 8 sierpnia 2026 | Dziennie |
| HTEC · EXCHANGE TRADED CONCEPTS TRUST | 1,78% | 9 967 NS | 30 kwietnia 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 1,75% | 293 364 SH | 8 sierpnia 2026 | Dziennie |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,75% | 337 040 SH | 8 sierpnia 2026 | Dziennie |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,73% | 112 472 SH | 8 sierpnia 2026 | Dziennie |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 1,64% | 10 873 SH | 8 sierpnia 2026 | Dziennie |
| BBP · ETFis Series Trust I | 1,59% | 9 918 NS | 30 kwietnia 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 1,59% | 736 NS | 30 kwietnia 2026 | N-PORT |
| CALF · Pacer Funds Trust | 1,55% | 561 166 NS | 30 kwietnia 2026 | N-PORT |
| NUMG · Nushares ETF Trust | 1,44% | 53 580 NS | 30 kwietnia 2026 | N-PORT |
| AGNG · Global X Funds | 1,36% | 11 515 NS | 31 maja 2026 | N-PORT |
| COWG · Pacer Funds Trust | 1,21% | 275 493 NS | 30 kwietnia 2026 | N-PORT |
| FLOW · Global X Funds | 1,20% | 3 543 NS | 31 maja 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 1,16% | 113 960 SH | 8 sierpnia 2026 | Dziennie |
| GURU · Global X Funds | 1,01% | 6 203 NS | 30 kwietnia 2026 | N-PORT |
| BIB · ProShares Trust | 0,97% | 7 359 NS | 31 maja 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0,94% | 51 287 NS | 30 kwietnia 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,94% | 3 113 NS | 31 maja 2026 | N-PORT |
| OASC · Unified Series Trust | 0,91% | 7 915 NS | 31 maja 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,89% | 56 482 NS | 30 kwietnia 2026 | N-PORT |
| ROE · EA Series Trust | 0,87% | 23 347 NS | 29 maja 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0,83% | 1 595 NS | 30 kwietnia 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 0,80% | 8 654 SH | 8 sierpnia 2026 | Dziennie |
| JOET · Virtus ETF Trust II | 0,79% | 19 541 NS | 30 kwietnia 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0,75% | 61 119 NS | 30 kwietnia 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0,71% | 45 326 NS | 31 maja 2026 | N-PORT |
| SDG · iShares Trust | 0,70% | 10 188 SH | 8 sierpnia 2026 | Dziennie |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,64% | 85 796 NS | 30 kwietnia 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,64% | 146 423 NS | 31 maja 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,53% | 2 249 253 SH | 8 sierpnia 2026 | Dziennie |
| EBI · RBB Fund Trust | 0,52% | 35 279 NS | 31 maja 2026 | N-PORT |
| ESMV · iShares Trust | 0,51% | 339 SH | 8 sierpnia 2026 | Dziennie |
| TECB · iShares Trust | 0,48% | 19 516 SH | 8 sierpnia 2026 | Dziennie |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,48% | 7 994 NS | 31 maja 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,46% | 19 147 SH | 8 sierpnia 2026 | Dziennie |
| USMV · iShares Trust | 0,45% | 918 818 SH | 8 sierpnia 2026 | Dziennie |
| AFLG · First Trust Exchange-Traded Fund VI… | 0,45% | 29 860 NS | 31 maja 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,44% | 4 411 NS | 31 maja 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,44% | 832 413 NS | 30 kwietnia 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,43% | 2 130 NS | 30 kwietnia 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0,42% | 2 110 NS | 30 kwietnia 2026 | N-PORT |