IVT InvenTrust Properties Corp. Common Stock
$33,50
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 3, 2026
Zakres 52 tyg.
$27–$37
64% of range
Ocena Analityków
STRONG BUY
12 analysts
Cena Docelowa
$37
+11% upside
P/E (TTM)
23.7
ROE
6.2%
Marża Zysku Netto
37.2%
IVT Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$33.50
Kapitalizacja Rynkowa
$2.61B
P/E (TTM)
23.7
EPS (TTM)
$1.42
Przychody (TTM)
$299M
Stopa dywidendy
2.8%
ROE
6.2%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$27 – $37
IVT 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
$299M
2016-12-31
→
2025-12-31
EPS
$1.42
2019-12-31
→
2025-12-31
Wolny przepływ pieniężny
—
Marże
37.2%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
IVT
Mediana porównawcza
P/E (TTM)
23.7
22.9
P/S (TTM)
8.7
7.3
P/B
1.5
1.7
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
IVT
Mediana porównawcza
Operating Margin (Marża Operacyjna)
20.1%
—
Net Profit Margin (Marża Zysku Netto)
37.2%
26.0%
ROA
4.1%
3.6%
ROE
6.2%
10.3%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
IVT
Mediana porównawcza
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
IVT
Mediana porównawcza
Revenue YoY (Przychody R/R)
9.2%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
8.1%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
8.6%
—
EPS YoY
647.4%
—
Net Income YoY (Zysk Netto R/R)
715.8%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
IVT
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
65.4%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
2.8%
Wskaźnik Wypłaty Dywidendy
65.4%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 30 czerwca 2026 | $0,2500 |
| 31 marca 2026 | $0,2500 |
| 30 grudnia 2025 | $0,2380 |
| 30 września 2025 | $0,2380 |
| 30 czerwca 2025 | $0,2380 |
| 31 marca 2025 | $0,2380 |
| 30 grudnia 2024 | $0,2260 |
| 30 września 2024 | $0,2260 |
| 28 czerwca 2024 | $0,2260 |
| 27 marca 2024 | $0,2260 |
| 27 grudnia 2023 | $0,2160 |
| 28 września 2023 | $0,2160 |
| 29 czerwca 2023 | $0,2160 |
| 30 marca 2023 | $0,2160 |
| 28 grudnia 2022 | $0,2050 |
| 29 września 2022 | $0,2050 |
| 29 czerwca 2022 | $0,2050 |
| 30 marca 2022 | $0,2050 |
| 29 grudnia 2021 | $0,2050 |
| 29 września 2021 | $0,0200 |
IVT Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
12 analityków
- Mocne kupno 4 33,3%
- Kup 4 33,3%
- Trzymaj 4 33,3%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
7 analityków · 2026-08-15
Mediana
$37.00
Teraz
$33.50
Niski
$33.00
Wysoki
$41.00
Średni cel
$37.00
+10,4%
Średnia cel
$37.14
+10,9%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
-0.02%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.02 | $0.05 | -0.03% |
| 31 marca 2026 | $0.07 | $0.05 | 0.02% |
| 31 grudnia 2025 | $0.03 | $0.14 | -0.11% |
| 30 września 2025 | $0.08 | $0.07 | 0.01% |
| 30 czerwca 2025 | $0.06 | $0.07 | -0.01% |
| 31 marca 2025 | $0.09 | $0.08 | 0.01% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| IVT | $2.19B | 19.9 | 9.2% | 37.2% | 6.2% | — |
| KRG | $5.01B | 17.5 | 0.82% | 35.4% | 9.3% | — |
| SKT | — | 35.9 | — | — | — | — |
| CURB | $2.45B | 62.7 | 51.3% | 21.8% | 2.1% | — |
| AKR | $2.69B | 205.4 | 14.2% | 4.1% | 0.79% | — |
| UE | $2.42B | 25.9 | 6.1% | 19.8% | 6.8% | — |
| NTST | $1.64B | 220.5 | 19.8% | 3.6% | 0.50% | — |
| GTY | $1.64B | 20.3 | 9.0% | 35.7% | 7.7% | — |
| CBL | $1.12B | 8.5 | 12.2% | 23.5% | 38.9% | — |
| ALX | $1.11B | 39.6 | -5.8% | 13.2% | 22.2% | — |
| SPG | — | 13.1 | 6.7% | 84.3% | 131.6% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $299M | $274M | $259M | $237M | $212M | $198M | $226M | $243M | $252M | $243M | $258M | $283M | |
| SG&A Expense | $35M | $33M | $32M | $33M | $38M | $33M | $35M | $35M | $43M | $49M | $70M | $61M | |
| Operating Expenses | $248M | $227M | $223M | $201M | $209M | $180M | $199M | $206M | $209M | $215M | $334M | $257M | |
| Operating Income | $60M | $-33M | $-31M | $17M | $-8M | $-28M | $36M | $47M | $17M | $28M | $-76M | $26M | |
| Interest Expense | · | · | $38M | $27M | $16M | $19M | $23M | $25M | $30M | $44M | $54M | $80M | |
| Other Non-op | $4M | $4M | $5M | $2M | $606.0K | $3M | $1M | $3M | $-308.0K | $2M | $15M | $1M | |
| Pretax Income | · | · | · | · | · | · | $65M | $84M | $59M | $119M | $-23M | $249M | |
| Income Tax | $568.0K | $543.0K | $517.0K | · | · | · | $1M | $30.0K | $1M | $201.0K | $2M | $747.0K | |
| Net Income | $111M | $14M | $5M | $52M | $-5M | $-10M | $38M | $84M | $62M | $253M | $3M | $487M | |
| EPS (Basic) | $1.44 | $0.19 | $0.08 | $0.77 | $-0.08 | $-0.14 | $0.53 | · | · | · | · | · | |
| EPS (Diluted) | $1.42 | $0.19 | $0.08 | $0.77 | $-0.08 | $-0.14 | $0.53 | · | · | · | · | · | |
| Shares (Basic) | 77,598,121 | 70,394,448 | 67,531,898 | 67,406,233 | 71,072,933 | 72,040,623 | 72,914,406 | 761,139,011 | 773,445,341 | · | · | · | |
| Shares (Diluted) | 78,338,449 | 71,010,568 | 67,813,180 | 67,525,935 | 71,072,933 | 72,040,623 | 72,990,790 | 762,065,474 | 774,600,479 | 854,700,755 | · | · | |
| EBITDA | $189M | $81M | $83M | $112M | $79M | $59M | $135M | $134M | $112M | $115M | $147M | $464M |
Bilans 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $223M | $255M | $260M | $163M | $397M | $203M | $599M | |
| Goodwill | · | · | · | · | · | · | · | · | · | · | · | $42M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | $112M | |
| Total Assets | $2.79B | $2.64B | $2.49B | $2.47B | $2.21B | $2.41B | $2.51B | $2.54B | $2.70B | $2.79B | $4.20B | $7.50B | |
| Total Liabilities | $994M | $876M | $933M | $869M | $641M | $668M | $688M | $684M | $793M | $837M | $2.06B | $3.50B | |
| Long-term Debt | $823M | $740M | $815M | $755M | $533M | · | · | · | · | $435M | $1.77B | · | |
| Common Stock | $78.0K | $77.0K | $68.0K | $67.0K | $67.0K | $72.0K | $721.0K | $729.0K | $773.0K | $773.0K | $862.0K | $861.0K | |
| Paid-in Capital | $5.74B | $5.73B | $5.47B | $5.46B | $5.45B | $5.57B | $5.57B | $5.59B | $5.68B | $5.68B | $6.07B | $7.76B | |
| AOCI | $5M | $14M | $18M | $27M | $-4M | $-12M | $1M | $2M | $2M | $59M | $37M | $58M | |
| Stockholders' Equity | $1.79B | $1.76B | $1.55B | $1.60B | $1.57B | $1.74B | $1.82B | $1.85B | $1.91B | $1.95B | $2.15B | $4.00B | |
| Liabilities + Equity | $2.79B | $2.64B | $2.49B | $2.47B | $2.21B | $2.41B | $2.51B | $2.54B | $2.70B | $2.79B | $4.20B | $7.50B | |
| Shares Outstanding | 77,691,533 | 77,450,794 | 67,807,831 | 67,472,553 | 67,344,374 | 71,998,654 | 720,807,884 | 728,558,989 | 774,293,197 | 773,304,997 | 862,205,672 | 861,824,777 |
Przepływy pieniężne 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $128M | $114M | $113M | $95M | $87M | $88M | $97M | $101M | $95M | $116M | $163M | $332M | |
| Stock-based Comp | · | · | · | · | · | · | $6M | $4M | $3M | $2M | $2M | $0 | |
| Deferred Tax | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Amort. of Intangibles | $39M | $31M | $35M | $23M | $21M | $25M | $27M | $26M | $26M | $21M | $19M | $28M | |
| Other Non-cash | $-85M | $9M | $11M | $-21M | $8M | $17M | $-35M | $-64M | $-44M | $-251M | $26M | $-481M | |
| Operating Cash Flow | $155M | $137M | $130M | $126M | $90M | $94M | $106M | $125M | $118M | $133M | $196M | $340M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | $13M | $19M | |
| Investing Cash Flow | $-145M | $-241M | $-80M | $-144M | $-65M | $-49M | $-42M | $175M | $-209M | $1.08B | $-164M | $1.92B | |
| Stock Issued | · | · | $5M | $0 | $0 | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | $0 | $0 | $116M | $5M | $20M | $0 | $0 | · | · | · | |
| Net Stock Activity | · | · | $5M | $0 | $-17M | $-5M | $-20M | · | · | · | · | · | |
| Dividends Paid | $73M | $63M | $57M | $55M | $56M | $54M | $53M | $54M | $53M | $99M | $147M | $439M | |
| Financing Cash Flow | $-61M | $95M | $-88M | $112M | $-204M | $-82M | $-68M | $-207M | $-159M | $-1.01B | $-561M | $-1.85B | |
| Net Change in Cash | $-51M | $-9M | $-38M | $93M | $-179M | $-37M | $-4M | $93M | $-250M | $199M | $-530M | $414M | |
| Taxes Paid | $659.0K | $530.0K | $209.0K | $-386.0K | $276.0K | $833.0K | $446.0K | $463.0K | $625.0K | $966.0K | $7M | · | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | $181M | $274M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $395M | $104M |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.1% | -12.2% | -11.8% | 7.2% | -3.8% | -14.3% | 16.6% | 13.7% | 5.9% | -0.52% | -3.4% | 9.6% | |
| Net Margin | 37.2% | 5.0% | 2.0% | 22.1% | -2.5% | -5.1% | 17.0% | 34.5% | 24.5% | 101.2% | 0.77% | 35.3% | |
| Pretax Margin | · | · | · | · | · | · | 28.7% | 34.6% | 23.5% | 34.9% | 0.13% | 19.0% | |
| EBITDA Margin | 63.0% | 29.4% | 32.0% | 47.3% | 37.3% | 30.0% | 59.6% | 55.2% | 44.3% | 46.1% | 32.7% | 33.6% | |
| ROA | 4.1% | 0.53% | 0.21% | 2.2% | -0.23% | -0.41% | 1.5% | 3.2% | 2.2% | 7.2% | 0.06% | 5.7% | |
| ROE | 6.2% | 0.78% | 0.34% | 3.2% | -0.33% | -0.58% | 2.1% | 4.5% | 3.2% | 12.3% | 0.11% | 11.8% | |
| ROIC | · | · | · | · | · | · | 2.0% | 1.8% | 0.76% | -0.07% | 1.6% | 3.2% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -0.8 | 0.6 | -0.5 | -1.5 | 1.6 | 1.3 | 0.5 | -0.0 | -0.2 | 0.7 |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 |
Stopy Wzrostu 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.2% | 5.9% | 9.3% | 11.7% | 7.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.1% | 8.9% | 9.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 647.4% | 137.5% | -89.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 22.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 715.8% | 159.2% | -89.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 28.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.1% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $299M | $274M | $259M | $237M | $212M | $198M | $226M | $243M | $252M | $243M | $258M | $283M | |
| Net Income TTM | $111M | $14M | $5M | $52M | $-5M | $-10M | $38M | $84M | $62M | $253M | $3M | $487M | |
| Market Cap | $2.19B | $2.33B | $1.72B | $1.60B | $1.84B | $7.91B | $11.17B | $11.29B | $11.61B | $15.93B | $18.91B | $28.97B | |
| P/E | 19.9 | 158.6 | 316.8 | 30.7 | -340.8 | -78.6 | 29.2 | · | · | · | · | · | |
| P/S | 7.3 | 8.5 | 6.6 | 6.7 | 8.7 | 40.0 | 49.3 | 46.5 | 46.1 | 65.6 | 73.4 | 102.5 | |
| P/B | 1.2 | 1.3 | 1.1 | 1.0 | 1.2 | 4.6 | 6.1 | 6.1 | 6.1 | 8.2 | 8.8 | 7.3 | |
| P / Tangible Book | 1.2 | 1.3 | 1.1 | 1.0 | 1.2 | 4.6 | · | · | · | · | · | · | |
| P / Cash Flow | 14.1 | 17.0 | 13.3 | 12.7 | 20.4 | 84.1 | 105.4 | 90.6 | 98.3 | 132.2 | 97.1 | 85.1 | |
| P / FCF | · | · | · | · | · | · | · | · | · | · | 104.3 | 105.8 | |
| Dividend Yield | 3.3% | 2.7% | 3.4% | 3.5% | 3.0% | 0.69% | 0.48% | 0.48% | 0.46% | 0.62% | 0.77% | 1.5% | |
| Earnings Yield | 5.0% | 0.63% | 0.32% | 3.2% | -0.29% | -1.3% | 3.4% | · | · | · | · | · | |
| Payout Ratio | 65.4% | 459.6% | 1091.1% | 105.9% | -1036.6% | -532.9% | 138.7% | 64.6% | 86.4% | 39.0% | 4229.5% | 90.2% | |
| Annual Payout | $73M | $63M | $57M | $55M | $56M | $54M | $53M | $54M | $53M | $99M | $147M | $439M |
Rachunek zysków i strat 12
| 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 | $83M | $83M | $77M | $74M | $74M | $74M | $71M | $69M | $67M | $67M | $65M | $64M | $65M | $65M | $59M | $59M | |
| SG&A Expense | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $8M | $9M | $8M | $8M | $8M | $8M | $8M | $10M | $7M | |
| Operating Expenses | $70M | $68M | $66M | $61M | $61M | $59M | $59M | $56M | $57M | $55M | $56M | $58M | $55M | $54M | $53M | $51M | |
| Operating Income | $-11M | $-10M | $-8M | $-7M | $84M | $-8M | $-3M | $-13M | $-9M | $-9M | $-6M | $-7M | $-8M | $-10M | $-6M | $-7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $10M | · | $10M | $9M | $10M | · | $8M | |
| Other Non-op | $29.0K | $315.0K | $398.0K | $2M | $942.0K | $607.0K | $2M | $197.0K | $455.0K | $858.0K | $4M | $676.0K | $644.0K | $447.0K | $1M | $497.0K | |
| Net Income | $1M | $5M | $3M | $6M | $96M | $7M | $10M | $-539.0K | $1M | $3M | $3M | $-822.0K | $2M | $1M | $-125.0K | $936.0K | |
| EPS (Basic) | $0.02 | $0.07 | $0.03 | $0.08 | $1.24 | $0.09 | $0.14 | $-0.01 | $0.02 | $0.04 | $0.04 | $-0.01 | $0.03 | $0.02 | $0.00 | $0.01 | |
| EPS (Diluted) | $0.02 | $0.07 | $0.02 | $0.08 | $1.23 | $0.09 | $0.14 | $-0.01 | $0.02 | $0.04 | $0.04 | $-0.01 | $0.03 | $0.02 | $0.00 | $0.01 | |
| Shares (Basic) | 77,955,027 | 77,933,973 | -155,173,381 | 77,615,993 | 77,591,538 | 77,563,971 | -133,906,593 | 68,526,238 | 67,900,275 | 67,874,528 | -135,031,183 | 67,531,335 | 67,523,105 | 67,508,641 | -134,789,104 | 67,427,571 | |
| Shares (Diluted) | 78,754,271 | 78,415,161 | -156,613,633 | 78,498,873 | 78,292,422 | 78,160,787 | -134,114,983 | 68,526,238 | 68,327,263 | 68,272,050 | -135,084,527 | 67,531,335 | 67,711,848 | 67,654,524 | -135,148,208 | 67,547,259 | |
| EBITDA | $-11M | $27M | · | $-7M | $84M | $23M | · | $-13M | $-9M | $19M | · | $-7M | $-8M | $17M | · | $-7M |
Bilans 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | $3.03B | $2.89B | $2.79B | $2.73B | $2.71B | $2.61B | $2.64B | $2.62B | $2.46B | $2.48B | · | $2.53B | $2.54B | $2.53B | · | $2.54B | |
| Total Liabilities | $1.27B | $1.11B | $994M | $926M | $887M | $861M | $876M | $865M | $925M | $928M | · | $958M | $954M | $945M | · | $925M | |
| Long-term Debt | · | · | $823M | · | · | $741M | · | $740M | $812M | $828M | · | $834M | $834M | $833M | · | $808M | |
| Common Stock | $78.0K | $78.0K | $78.0K | $78.0K | $78.0K | $78.0K | $77.0K | $77.0K | $68.0K | $68.0K | · | $68.0K | $68.0K | $68.0K | · | $67.0K | |
| Paid-in Capital | $5.74B | $5.73B | $5.74B | $5.74B | $5.73B | $5.73B | $5.73B | $5.72B | $5.47B | $5.47B | · | $5.46B | $5.46B | $5.46B | · | $5.46B | |
| AOCI | $9M | $6M | $5M | $5M | $8M | $11M | $14M | $11M | $21M | $22M | · | $29M | $27M | $21M | · | $29M | |
| Stockholders' Equity | $1.77B | $1.78B | $1.79B | $1.81B | $1.82B | $1.74B | $1.76B | $1.76B | $1.54B | $1.55B | $1.55B | $1.57B | $1.58B | $1.59B | $1.60B | $1.62B | |
| Liabilities + Equity | $3.03B | $2.89B | $2.79B | $2.73B | $2.71B | $2.61B | $2.64B | $2.62B | $2.46B | $2.48B | · | $2.53B | $2.54B | $2.53B | · | $2.54B | |
| Shares Outstanding | 77,966,461 | 77,935,857 | 77,691,533 | 77,619,380 | 77,606,396 | 77,567,764 | 77,450,794 | 77,130,431 | 67,917,128 | 67,874,528 | 67,807,831 | 67,531,335 | 67,531,335 | 67,508,641 | 67,472,553 | 67,427,571 |
Przepływy pieniężne 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $39M | $36M | $34M | $33M | $31M | $31M | $29M | $28M | $29M | $28M | $28M | $30M | $28M | $27M | $24M | $24M | |
| Other Non-cash | · | $-21M | · | · | · | $-17M | · | · | · | $-16M | · | · | · | $-12M | · | · | |
| Operating Cash Flow | $54M | $20M | $43M | $44M | $49M | $20M | $37M | $38M | $47M | $15M | $30M | $36M | $47M | $16M | $25M | $37M | |
| Investing Cash Flow | $-136M | $-128M | $-91M | $-240M | $192M | $-7M | $-132M | $-31M | $-54M | $-24M | $-4M | $2M | $-21M | $-56M | $-63M | $-7M | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Dividends Paid | $19M | $18M | $18M | $18M | $18M | $18M | $17M | $15M | $15M | $15M | $15M | $15M | $15M | $14M | $14M | $14M | |
| Financing Cash Flow | $123M | $102M | $12M | $-22M | $-32M | $-20M | $-16M | $158M | $-31M | $-16M | $-31M | $-15M | $-15M | $-28M | $-40M | $91M | |
| Net Change in Cash | $41M | $-6M | $-36M | $-218M | $209M | $-7M | $-112M | $166M | $-38M | $-25M | $-4M | $23M | $11M | $-68M | $-79M | $121M | |
| Taxes Paid | $705.0K | $0 | $-16.0K | $0 | $672.0K | $3.0K | $-39.0K | $0 | $566.0K | $3.0K | $-316.0K | $0 | $522.0K | $3.0K | $-53.0K | $-804.0K |
Rentowność 5
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -13.6% | -11.8% | · | -9.8% | 113.5% | -10.5% | · | -18.7% | -13.6% | -13.1% | · | -11.1% | -11.8% | -14.9% | · | -11.6% | |
| Net Margin | 1.7% | 6.3% | · | 8.1% | 130.4% | 9.2% | · | -0.79% | 2.2% | 4.3% | · | -1.3% | 3.2% | 1.7% | · | 1.6% | |
| EBITDA Margin | -13.6% | 32.2% | · | -9.8% | 113.5% | 31.0% | · | -18.7% | -13.6% | 29.0% | · | -11.1% | -11.8% | 26.1% | · | -11.6% | |
| ROA | 0.05% | 0.19% | · | 0.23% | 3.7% | 0.27% | · | -0.02% | 0.06% | 0.12% | · | -0.03% | 0.08% | 0.05% | · | 0.04% | |
| ROE | 0.08% | 0.29% | · | 0.34% | 5.7% | 0.41% | · | -0.03% | 0.10% | 0.19% | · | -0.05% | 0.13% | 0.07% | · | 0.06% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | -0.9 | · | -0.7 | -0.8 | -1.0 | · | -0.9 |
Efektywność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Wycena (TTM) 10
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $313M | $304M | · | $290M | $283M | $277M | · | $267M | $263M | $261M | · | $253M | $249M | $243M | · | $233M | |
| Net Income TTM | $109M | $114M | · | $108M | $104M | $11M | · | $3M | $6M | $5M | · | $3M | $46M | $53M | · | $56M | |
| Market Cap | $2.76B | $2.37B | · | $2.22B | $2.13B | $2.28B | · | $2.19B | $1.68B | $1.75B | · | $1.61B | $1.56B | $1.58B | · | $1.44B | |
| P/E | 25.3 | 20.7 | · | 20.6 | 20.6 | 209.8 | · | 709.2 | 309.5 | 321.4 | · | 476.2 | 34.0 | 29.6 | · | 25.7 | |
| P/S | 8.8 | 7.8 | · | 7.7 | 7.5 | 8.2 | · | 8.2 | 6.4 | 6.7 | · | 6.4 | 6.3 | 6.5 | · | 6.2 | |
| P/B | 1.6 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | |
| P / Tangible Book | 1.6 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | |
| P / Cash Flow | · | 117.5 | · | · | · | 112.9 | · | · | · | 117.9 | · | · | · | 98.6 | · | · | |
| Earnings Yield | 4.0% | 4.8% | · | 4.9% | 4.9% | 0.48% | · | 0.14% | 0.32% | 0.31% | · | 0.21% | 2.9% | 3.4% | · | 3.9% | |
| Payout Ratio | · | 355.9% | · | · | · | 257.8% | · | · | · | 503.2% | · | · | · | 1221.3% | · | · |
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 | $299M | $274M | $259M | $237M | $212M |
| Marża Operacyjna % | 20.1% | -12.2% | -11.8% | 7.2% | -3.8% |
| Zysk netto | $111M | $14M | $5M | $52M | $-5M |
| Rozwodniony EPS | $1.42 | $0.19 | $0.08 | $0.77 | $-0.08 |
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Właściciele instytucjonalni (13F) 359 emitentów · $1.4B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 58 (+4 vs poprzedni kw.) | 26 (-1 vs poprzedni kw.) | 117 (+16 vs poprzedni kw.) | 86 (+3 vs poprzedni kw.) | +12.9M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $279 233 713 | 7 887 958 | 20,02% | Akcje |
| STATE STREET CORP | $139 487 266 | 3 913 223 | 10,00% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $122 203 349 | 3 452 072 | 8,76% | Akcje |
| GOLDMAN SACHS GROUP INC | $86 669 855 | 2 448 301 | 6,21% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $67 232 225 | 1 898 804 | 4,82% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $52 088 113 | 1 471 416 | 3,73% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $47 026 528 | 1 328 433 | 3,37% | Akcje |
| FMR LLC | $39 232 015 | 1 108 249 | 2,81% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $37 108 156 | 1 048 253 | 2,66% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $28 649 326 | 809 303 | 2,05% | Akcje |
| BlackRock, Inc. | $28 185 515 | 796 201 | 2,02% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $23 583 456 | 655 096 | 1,69% | Akcje |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $22 486 576 | 635 214 | 1,61% | Akcje |
| DEPRINCE RACE & ZOLLO INC | $21 860 593 | 717 682 | 1,57% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $18 682 987 | 527 768 | 1,34% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $18 303 287 | 517 042 | 1,31% | Akcje |
| CHILTON CAPITAL MANAGEMENT LLC | $15 435 890 | 433 403 | 1,11% | Akcje |
| Nuveen Asset Management, LLC | $15 298 206 | 507 740 | 1,10% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $14 118 617 | 398 831 | 1,01% | Akcje |
| Adelante Capital Management LLC | $13 400 200 | 378 545 | 0,96% | Akcje |
| Bank of New York Mellon Corp | $11 792 731 | 333 128 | 0,85% | Akcje |
| GLENMEDE TRUST CO NA | $11 537 214 | 325 910 | 0,83% | Akcje |
| Glenmede Investment Management, LP | $11 295 741 | 394 680 | 0,81% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $10 200 114 | 288 139 | 0,73% | Akcje |
| Vision Capital Corp | $10 109 638 | 285 583 | 0,72% | Akcje |
| Public Sector Pension Investment Board | $9 477 359 | 267 722 | 0,68% | Akcje |
| AMERIPRISE FINANCIAL INC | $9 241 116 | 261 047 | 0,66% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $8 355 958 | 236 044 | 0,60% | Akcje |
| Mitsubishi UFJ Trust & Banking Corp | $8 288 096 | 234 127 | 0,59% | Akcje |
| CITADEL ADVISORS LLC | $8 078 245 | 228 199 | 0,58% | Akcje |
| Jefferies Financial Group Inc. | $7 312 472 | 206 567 | 0,52% | Akcje |
| RHUMBLINE ADVISERS | $7 056 519 | 199 337 | 0,51% | Akcje |
| LPL Financial LLC | $5 860 788 | 165 559 | 0,42% | Akcje |
| Swiss National Bank | $5 518 860 | 155 900 | 0,40% | Akcje |
| FIRST TRUST ADVISORS LP | $5 448 272 | 153 906 | 0,39% | Akcje |
| PICTON MAHONEY ASSET MANAGEMENT | $5 263 946 | 148 699 | 0,38% | Akcje |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $5 027 022 | 178 200 | 0,36% | Akcje |
| GSI Capital Advisors LLC | $4 400 220 | 124 300 | 0,32% | Akcje |
| Asset Management One Co., Ltd. | $4 326 417 | 142 036 | 0,31% | Akcje |
| Legal & General Group Plc | $4 233 096 | 119 579 | 0,30% | Akcje |
| Quantinno Capital Management LP | $3 809 188 | 107 604 | 0,27% | Akcje |
| BANK OF AMERICA CORP /DE/ | $3 610 092 | 101 980 | 0,26% | Akcje |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3 208 975 | 90 649 | 0,23% | Akcje |
| COMMONWEALTH EQUITY SERVICES, LLC | $2 978 841 | 84 148 | 0,21% | Akcje |
| PANAGORA ASSET MANAGEMENT INC | $2 944 537 | 83 179 | 0,21% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $2 902 375 | 81 988 | 0,21% | Akcje |
| MARTINGALE ASSET MANAGEMENT L P | $2 892 003 | 81 695 | 0,21% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $2 879 414 | 94 531 | 0,21% | Akcje |
| BARCLAYS PLC | $2 878 232 | 81 306 | 0,21% | Akcje |
| PRUDENTIAL FINANCIAL INC | $2 770 050 | 78 250 | 0,20% | Akcje |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $2 699 674 | 76 262 | 0,19% | Akcje |
| Greenland Capital Management LP | $2 655 000 | 75 000 | 0,19% | Akcje |
| Vanguard Investments Australia, Ltd. | $2 566 925 | 72 512 | 0,18% | Akcje |
| Cetera Investment Advisers | $2 476 932 | 69 970 | 0,18% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2 392 013 | 67 571 | 0,17% | Akcje |
| Corient Private Wealth LP | $2 356 700 | 66 572 | 0,17% | Akcje |
| FJ Capital Management LLC | $2 355 587 | 66 542 | 0,17% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2 300 858 | 64 996 | 0,16% | Akcje |
| STRS OHIO | $2 226 660 | 62 900 | 0,16% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 153 126 | 70 687 | 0,15% | Akcje |
| OSAIC HOLDINGS, INC. | $2 152 468 | 60 788 | 0,15% | Akcje |
| Quantbot Technologies LP | $2 133 558 | 60 270 | 0,15% | Akcje |
| State of New Jersey Common Pension Fund D | $2 072 139 | 58 535 | 0,15% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2 015 747 | 56 942 | 0,14% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 944 239 | 54 922 | 0,14% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1 924 000 | 54 355 | 0,14% | Akcje |
| XTX Topco Ltd | $1 790 532 | 50 580 | 0,13% | Akcje |
| MACQUARIE GROUP LTD | $1 773 894 | 50 110 | 0,13% | Akcje |
| MetLife Investment Management, LLC | $1 720 086 | 48 590 | 0,12% | Akcje |
| Amundi | $1 626 772 | 45 954 | 0,12% | Akcje |
| Qube Research & Technologies Ltd | $1 422 266 | 40 177 | 0,10% | Akcje |
| B&I Capital AG | $1 408 920 | 39 800 | 0,10% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 356 493 | 38 319 | 0,10% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $1 336 527 | 37 755 | 0,10% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 293 374 | 36 536 | 0,09% | Akcje |
| Moran Wealth Management, LLC | $1 281 303 | 36 195 | 0,09% | Akcje |
| MORGAN STANLEY | $1 277 665 | 36 092 | 0,09% | Akcje |
| Cresset Asset Management, LLC | $1 260 441 | 35 356 | 0,09% | Akcje |
| Resona Asset Management Co.,Ltd. | $1 241 853 | 34 319 | 0,09% | Akcje |
| Prime Capital Investment Advisors, LLC | $1 237 513 | 34 958 | 0,09% | Akcje |
| Aberdeen Group plc | $1 216 415 | 34 362 | 0,09% | Akcje |
| Louisiana State Employees Retirement System | $1 210 680 | 34 200 | 0,09% | Akcje |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 158 526 | 32 764 | 0,08% | Akcje |
| Sterling Capital Management LLC | $1 142 995 | 32 288 | 0,08% | Akcje |
| Invesco Ltd. | $1 119 631 | 31 628 | 0,08% | Akcje |
| Verition Fund Management LLC | $1 082 143 | 30 569 | 0,08% | Akcje |
| Daiwa Securities Group Inc. | $1 060 407 | 29 955 | 0,08% | Akcje |
| SummitTX Capital, L.P. | $1 057 009 | 29 859 | 0,08% | Akcje |
| Vanguard Global Advisers, LLC | $1 039 627 | 29 368 | 0,07% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1 038 317 | 29 331 | 0,07% | Akcje |
| JANUS HENDERSON GROUP PLC | $1 031 572 | 33 872 | 0,07% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $986 740 | 27 874 | 0,07% | Akcje |
| Erste Asset Management GmbH | $986 000 | 27 200 | 0,07% | Akcje |
| Nuveen, LLC | $966 243 | 27 295 | 0,07% | Akcje |
| HSBC HOLDINGS PLC | $957 132 | 27 030 | 0,07% | Akcje |
| Kestra Advisory Services, LLC | $954 730 | 26 781 | 0,07% | Akcje |
| GAMCO INVESTORS, INC. ET AL | $938 100 | 26 500 | 0,07% | Akcje |
| Koshinski Asset Management, Inc. | $885 617 | 25 017 | 0,06% | Akcje |
| VANGUARD GROUP INC | $842 210 | 29 855 | 0,06% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $828 395 | 23 401 | 0,06% | Akcje |
Insiderzy spółki 33 insiderów · 6 dyrektorzy generalni · 1 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jack Potts | Executive Vice President, Chief Financial Officer and Treasurer Exhibit List: Exhibit 24 - Power of Attorney | 19 czerwca 2015 A | 150 000 | 0 | 0 | $0 |
| Daniel Busch | President & C.E.O. | 24 lipca 2026 D | 239 632 | 0 | 0 | $0 |
| Christy Lynn David | EVP, COO, GC & Sec. | 24 lipca 2026 D | 134 355 | 0 | 0 | $0 |
| Lauren Suva | EVP, Chief Administrative Off. | 24 lipca 2026 D | 29 063 | 0 | 0 | $0 |
| David Bryson | SVP, Chief Accounting Officer | 24 lipca 2026 D | 19 134 | 0 | 0 | $0 |
| Michael Douglas Phillips | E.V.P., C.F.O. & Treasurer | 24 lipca 2026 D | 93 692 | 0 | 0 | $0 |
| InvenTrust Properties Corp. | Posiadacz 10% | 14 kwietnia 2016 J | 0 | 0 | 0 | $0 |
| Smita Shah | — | 5 maja 2026 A | 16 444 | 0 | 0 | $0 |
| Amanda Elizabeth Black | — | 5 maja 2026 A | 26 918 | 0 | 0 | $0 |
| Scott A. Nelson | — | 5 maja 2026 A | 32 550 | 0 | 0 | $0 |
| Stuart Aitken | — | 5 maja 2026 A | 28 885 | 0 | 0 | $0 |
| Julie Swinehart | — | 5 maja 2026 A | 4 372 | 0 | 0 | $0 |
| Paula Saban | — | 5 maja 2026 A | 35 149 | 0 | 0 | $0 |
| Julian E Whitehurst | — | 5 maja 2026 A | 34 552 | 0 | 0 | $0 |
| Thomas F Glavin | — | 6 maja 2025 M | 32 190 | 0 | 0 | $0 |
| STEIN MICHAEL A | — | 6 maja 2025 M | 27 719 | 0 | 0 | $0 |
| Thomas P Mcguinness | — | 5 maja 2022 M | 200 176 | 0 | 0 | $0 |
| Ivy Zoe Greaner | — | 7 maja 2020 A | 81 410 | 0 | 0 | $0 |
| Adam M Jaworski | — | 31 grudnia 2019 M | 101 546 | 0 | 0 | $0 |
| Michael E. Podboy | — | 10 maja 2018 A | 539 142 | 0 | 0 | $0 |
| David F Collins | — | 29 grudnia 2017 F | 301 560 | 0 | 0 | $0 |
| Michael J Borden | — | 9 listopada 2017 F | 152 622 | 0 | 0 | $0 |
| William J Wierzbicki | — | 30 grudnia 2016 M | 37 931 | 0 | 0 | $0 |
| Anna N Fitzgerald | — | 6 maja 2016 A | 164 992 | 0 | 0 | $0 |
| Scott W Wilton | — | 6 maja 2016 A | 279 410 | 0 | 0 | $0 |
| Thomas F Meagher | — | 26 lutego 2014 A | 8 689 | 0 | 0 | $0 |
| David Mahon | — | 24 sierpnia 2010 A | 17 500 | 0 | 0 | $0 |
| Lori J Foust | — | 5 września 2007 P | 3 500 | 0 | 0 | $0 |
| Brenda G Gujral | — | 21 czerwca 2007 P | 4 102 | 0 | 0 | $0 |
| Robert D Parks | — | 20 marca 2007 P | 431 600 | 0 | 0 | $0 |
| Roberta S Matlin | — | 16 marca 2007 P | 2 693 | 0 | 0 | $0 |
| Barry L Lazarus | — | 18 listopada 2005 J | 0 | 0 | 0 | $0 |
| Kelly E Tucek | — | 12 października 2005 J | 0 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 8 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 |
|---|---|---|---|---|---|
| InvenTrust Properties Corp. 2) | 19 października 2017 | — | Pierwotne zgłoszenie | — | SEC |
| Inland American Real Estate Trust, Inc. 2), Inland Investment Advisors, Inc. 2), Inland Real Estate Investment Corporation 2), The Inland Group, Inc. 2), Daniel L. Goodwin 2), Eagle I Financial Corp. 2), The Illinois Real Estate Transactions Group, Inc. 2), Inland Real Estate Corporation 2) ×13 zgłoszenia | 26 kwietnia 2013 | — | Pierwotne zgłoszenie | — | SEC |
| 10 czerwca 2009 | — | Pierwotne zgłoszenie | — | SEC | |
| Inland American Real Estate Trust, Inc., Inland Investment Advisors, Inc., Inland Real Estate Investment Corporation, Inland Real Estate Corporation, The Inland Group, Inc., Inland Western Retail Real Estate Trust, Inc., Eagle Financial Corp., The Inland Real Estate Transactions Group, Inc., Minto Builders (Florida), Inc., Daniel L. Goodwin, Lori J. Foust ×3 zgłoszenia | 30 października 2008 | — | Pierwotne zgłoszenie | — | SEC |
| Inland American Real Estate Trust, Inc. (I.R.S. Employer Identification No., Inland Investment Advisors, Inc., Inland Real Estate Investment Corporation (I.R.S. Employer Identification No., Inland Real Estate Corporation (I.R.S. Employer Identification No., The Inland Group, Inc. (I.R.S. Employer Identification No., Inland Western Retail Real Estate Trust, Inc. (I.R.S. Employer Identification No., Eagle Financial Corp. (I.R.S. Employer Identification No., The Inland Real Estate Transactions Group, Inc. (I.R.S. Employer Identification No., Daniel L. Goodwin, Robert D. Parks, Robert H. Baum ×13 zgłoszenia | 24 czerwca 2008 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 23 maja 2008 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 10 marca 2008 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca | 20 sierpnia 2007 | — | 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 63 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| REIT · ALPS ETF Trust | 2,71% | 42 884 NS | 31 maja 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 1,14% | 55 997 NS | 30 kwietnia 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,56% | 4 573 | 8 sierpnia 2026 | Dziennie |
| PPTY · ETF Series Solutions | 0,53% | 3 905 NS | 31 maja 2026 | N-PORT |
| IQRA · New York Life Investments Active ET… | 0,50% | 1 079 NS | 30 kwietnia 2026 | N-PORT |
| SVAL · iShares Trust | 0,38% | 23 555 SH | 8 sierpnia 2026 | Dziennie |
| FPRO · FIDELITY COVINGTON TRUST | 0,32% | 1 478 NS | 30 kwietnia 2026 | N-PORT |
| GQRE · FlexShares Trust | 0,31% | 36 890 NS | 30 kwietnia 2026 | N-PORT |
| SMMV · iShares Trust | 0,31% | 26 832 SH | 8 sierpnia 2026 | Dziennie |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 101 191 NS | 31 maja 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,24% | 76 675 NS | 30 kwietnia 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,22% | 122 377 SH | 8 sierpnia 2026 | Dziennie |
| USRT · iShares Trust | 0,20% | 272 530 SH | 8 sierpnia 2026 | Dziennie |
| DFAR · Dimensional ETF Trust | 0,19% | 101 263 NS | 30 kwietnia 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 35 111 NS | 30 kwietnia 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 0,18% | 550 193 NS | 31 maja 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,18% | 69 115 SH | 8 sierpnia 2026 | Dziennie |
| FREL · FIDELITY COVINGTON TRUST | 0,17% | 76 931 NS | 30 kwietnia 2026 | N-PORT |
| IWN · iShares Trust | 0,16% | 683 045 SH | 8 sierpnia 2026 | Dziennie |
| IJS · iShares Trust | 0,15% | 383 616 SH | 8 sierpnia 2026 | Dziennie |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,15% | 2 956 930 SH | 8 sierpnia 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,15% | 272 494 SH | 8 sierpnia 2026 | Dziennie |
| EBIT · Harbor ETF Trust | 0,15% | 526 NS | 30 kwietnia 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,14% | 12 018 | 8 sierpnia 2026 | Dziennie |
| AVRE · AMERICAN CENTURY ETF TRUST | 0,14% | 33 234 NS | 31 maja 2026 | N-PORT |
| REET · iShares Trust | 0,14% | 206 700 SH | 8 sierpnia 2026 | Dziennie |
| VFMV · VANGUARD WELLINGTON FUND | 0,13% | 15 744 SH | 8 sierpnia 2026 | Dziennie |
| DFGR · Dimensional ETF Trust | 0,13% | 138 581 NS | 30 kwietnia 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 28 529 NS | 30 kwietnia 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,12% | 45 459 NS | 30 kwietnia 2026 | N-PORT |
| ERET · iShares Trust | 0,11% | 481 SH | 8 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | 0,09% | 3 078 962 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 456 268 SH | 8 sierpnia 2026 | Dziennie |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,08% | 24 119 SH | 8 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 68 766 | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,08% | 1 912 961 SH | 8 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,08% | 33 814 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 3 674 NS | 31 maja 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,06% | 150 523 NS | 31 maja 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 372 717 NS | 31 maja 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,05% | 7 148 NS | 30 kwietnia 2026 | N-PORT |
| IJT · iShares Trust | 0,05% | 118 823 SH | 8 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,04% | 512 601 SH | 8 sierpnia 2026 | Dziennie |
| UWM · ProShares Trust | 0,04% | 2 873 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 3 267 SH | 8 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,03% | 10 318 SH | 8 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 10 030 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 893 162 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 786 788 SH | 8 sierpnia 2026 | Dziennie |
| VBR · VANGUARD INDEX FUNDS | 0,03% | 566 517 SH | 8 sierpnia 2026 | Dziennie |