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01IVZ cena
02Zrzut ekranu
03Wykres
04Podziały akcji
05O nas
06Wyniki
07Wycena i wskaźniki
13Dywidendy
14Zyski
15Pełne podstawowe wskaźniki
16Sprawozdania
17Właściciele instytucjonalni (13F)
18Aktywiści i właściciele 5%+
19Insiderzy spółki
20Posiadanie ETF-ów
21Konsensus
22Równi
23Wiadomości
26Moje wskaźniki
IVZ Invesco Ltd Common Stock
NYSE · Financial Services · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Sie 4, 2026
$30,66
· % zakresu 52 tyg.
· powyżej minimum
· do maksimum
$20,6752tyg. minimum
$33,6652tyg. maksimum
Kapitalizacja Rynkowa (MRQ)
$13.54B
P/E (TTM)
-45.1
EPS (TTM)
$-0.68
Przychody (TTM)
$6.90B
Twoje odznaki
Zakres 52 tyg.
$21–$34
Ocena Analityków
HOLD
Cena Docelowa
$34
P/E
-45.1
ROE
0.11%
Marża Zysku Netto
0.21%
Twój pasek odznak jest pusty — przypnij metrykę w dowolnym miejscu na tej stronie.
IVZ Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$30.66
Kapitalizacja Rynkowa (MRQ)
$13.54B
P/E (TTM)
-45.1
EPS (TTM)
$-0.68
Przychody (TTM)
$6.90B
Stopa dywidendy
2.8%
ROE (TTM)
0.11%
Zakres 52 tyg.
$21–$34
IVZ Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
zakres
kreski
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
Podziały akcji
| Data ex-dywidendy | Podział | Typ |
|---|---|---|
| 8 listopada 2000 | 5-for-2 | Naprzód |
| 27 kwietnia 1998 | 2-for-1 | Naprzód |
O Invesco Ltd Common Stock Przegląd firmy z Wikipedii
Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries.
As of December 31, 2025, the company had $2.2 trillion in assets under management including $407 billion in Invesco QQQ; $630 billion in other exchange-traded funds and index funds; $311 billion in actively-managed fixed income accounts; $298 billion in actively-managed equities accounts; $130 billion in private credit and real estate investments; $132 billion in Invesco Great Wall, a joint venture in China; $189 billion in Global Liquidity/money market funds, and $69 billion in other types of accounts. It had $1.5 trillion invested for retail clients and $0.7 trillion invested for institutional clients.
## History
The company traces its roots to H. Lotery & Co. Ltd., a UK-based advisory firm formed in 1935.
In 1978, Citizens & Southern National Bank sold its money management operations, then named INVESCO, to Charles Brady and eight partners for $230,000.
In November 1986, Britannia Arrow bought a 45% stake in INVESCO for £47 million. In November 1988, Britannia bought the rest of INVESCO for £75 million. Beginning in the late 1980s, efforts to apply INVESCO's more quantitative investment techniques to the UK equities market failed and the company's investments underperformed in the early 1990s recession, resulting in client losses.
In August 1995, the company became a public company via an initial public offering.
From 1996 to 2001, A. D. Frazier was CEO of the company.
In 1997, the company acquired AIM Management Group and changed its name to Amvescap.
In March 1999, the company launched the Invesco QQQ exchange-traded fund.
In 2000, the company acquired Perpetual, a British investment manager. The company had been founded in 1973 by Martyn Arbib, who was its biggest shareholder at the time of the purchase. The British unit took the name Invesco Perpetual. Neil Woodford, described as Perpetual's "star income manager", continued to be employed by Amvescap/Invesco until 2013.
In October 2004, the company agreed to a $450 million settlement with the State Attorney Generals of New York and Colorado, and the United States Securities and Exchange Commission after the company allegedly allowed over 40 individuals and entities to engage in market timing trading in mutual funds managed by Invesco in exchange for advisory fees.
In July 2006, the company agreed to acquire WL Ross & Co for $100 million upfront and potential earn-out payments to bring the purchase price to $375 million.
In September 2006, the company acquired Powershares Capital Management, the sponsor of 36 exchange-traded funds which added $6.3 billion of assets under management.
In May 2007, the company reverted to the Invesco name and moved its domicile to Bermuda. In November 2007, Invesco moved its principal office from London to Atlanta.
In March 2008, Invesco renamed its U.S. mutual-fund unit Invesco Aim.
In October 2009, Invesco bought Morgan Stanley's Retail Unit, including Van Kampen Investments, for $1.5 billion.
In April 2010, the Invesco Aim unit dropped Aim from its name.
In September 2017, Invesco agreed to buy the exchange-traded fund business of Guggenheim Partners for $1.2 billion in cash.
In March 2018, the company retired the Perpetual, PowerShares and Trimark brands.
In June 2018, Invesco acquired Intelliflo, a technology platform for financial advisors. In August 2025, it was sold to affiliates of The Carlyle Group for up to $200 million.
In May 2019, Invesco acquired OppenheimerFunds from Massachusetts Mutual Life Insurance Company for about $5.7 billion in stock. In the same month, the company announced a $70 million investment and the creation of 500 jobs, as it relocated its headquarters in Atlanta to Midtown Union.
In June 2026, the company sold its Canadian investment fund business to CI Financial.
== Finances ==
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
sektorFinancial Services
branżaFinancial Services
pracownicy7 405
krajUS
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody$6.38B2016-12-31 → 2025-12-31
EPS$-1.602016-12-31 → 2025-12-31
Wolny przepływ pieniężny$1.44B2016-12-31 → 2025-12-31
Marża netto0.21%2016-12-31 → 2025-12-31
Wycena i wskaźniki
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | IVZ | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | -45.1średnia z 5 lat ≈-1.3 | ≈-1.3 | · | · | |
| P/S (TTM) | 2.0średnia z 5 lat ≈1.5 | ≈1.5 | 3.1 | Niedowartościowany | |
| P/B (MRQ) | 1.1średnia z 5 lat ≈0.7 | ≈0.7 | 1.9 | Niedowartościowany | |
| Cena / FCF (TTM) | 7.0średnia z 5 lat ≈9.8 | ≈9.8 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 6.7średnia z 5 lat ≈8.4 | ≈8.4 | 13.9 | Niedowartościowany | |
| Cena / Wartość księgowa materialna (MRQ) | 1.6 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | IVZ | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża Operacyjna (TTM) | -7.1%średnia z 5 lat ≈8.6% | ≈8.6% | 25.3% | Słaby | |
| Marża EBITDA (TTM) | -5.1%średnia z 5 lat ≈11.5% | ≈11.5% | 19.9% | Zgodnie z | |
| Marża przed opodatkowaniem (TTM) | -3.5%średnia z 5 lat ≈12.7% | ≈12.7% | 31.7% | Poniżej średniej | |
| Marża Zysku Netto (TTM) | 0.21%średnia z 5 lat ≈6.4% | ≈6.4% | 8.3% | Najwyższa półka | |
| ROA (TTM) | 0.05%średnia z 5 lat ≈1.3% | ≈1.3% | 2.6% | Słaby | |
| ROE (TTM) | 0.11%średnia z 5 lat ≈2.8% | ≈2.8% | 6.7% | Słaby | |
| ROIC | -2.6%średnia z 5 lat ≈3.0% | ≈3.0% | 6.7% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Brak danych dla tej grupy wskaźników
Za mało danych fundamentalnych, aby obliczyć tę grupę wskaźników.
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | IVZ | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 5.1%średnia z 5 lat ≈1.1% | ≈1.1% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 1.8%średnia z 5 lat ≈-1.6% | ≈-1.6% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 0.74% | · | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | -26.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | -18.6% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | IVZ | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.2średnia z 5 lat ≈0.2 | ≈0.2 | 0.2 | Zgodnie z | |
| Revenue / Employee (Przychody / pracownika) | ≈$861.2K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy2.8%
Wskaźnik Wypłaty Dywidendy-215.9%
Zannualizowane wypłaty≈$0.86
CAGR dywidendy 5-letni≈6.3%
Seria wzrostów≈5
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Sie 14, 2026 | $0,22 | USD | ≈2.6% |
| Maj 15, 2026 | $0,22 | USD | ≈3.1% |
| Lut 13, 2026 | $0,21 | USD | ≈3.2% |
| Lis 14, 2025 | $0,21 | USD | ≈3.6% |
| Sie 14, 2025 | $0,21 | USD | ≈3.9% |
| Maj 14, 2025 | $0,21 | USD | ≈5.3% |
| Lut 14, 2025 | $0,21 | USD | ≈4.4% |
| Lis 14, 2024 | $0,21 | USD | ≈4.6% |
| Sie 16, 2024 | $0,21 | USD | ≈4.8% |
| Maj 13, 2024 | $0,21 | USD | ≈5.1% |
| Lut 15, 2024 | $0,20 | USD | ≈5.1% |
| Lis 9, 2023 | $0,20 | USD | ≈6.2% |
| Sie 10, 2023 | $0,20 | USD | ≈4.8% |
| Maj 8, 2023 | $0,20 | USD | ≈4.7% |
| Lut 15, 2023 | $0,19 | USD | ≈4.0% |
| Lis 9, 2022 | $0,19 | USD | ≈4.6% |
| Sie 11, 2022 | $0,19 | USD | ≈3.9% |
| Maj 9, 2022 | $0,19 | USD | ≈3.9% |
| Lut 15, 2022 | $0,17 | USD | ≈2.9% |
| Lis 10, 2021 | $0,17 | USD | ≈2.6% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
7.1%
Następny raport
Paź 26, 2026
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 20, 2026 | $0.71 | $0.67 | 6.3% |
| 31 marca 2026 | $0.57 | $0.59 | -3.4% | |
| 31 grudnia 2025 | $0.62 | $0.59 | 5.7% | |
| 30 września 2025 | $0.61 | $0.46 | 33.5% | |
| 30 czerwca 2025 | $0.36 | $0.41 | -12.9% | |
| 31 marca 2025 | $0.44 | $0.39 | 13.5% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B | $6.12B | $5.31B | $5.16B | $4.73B | $5.12B | $5.15B | |
| SG&A Expense | $576M | $595M | $568M | $494M | $424M | $481M | $404M | $324M | $307M | $294M | $362M | $396M | |
| Operating Expenses | $7.07B | $5.23B | $6.15B | $4.73B | $5.11B | $5.23B | $5.31B | $4.11B | $3.88B | $3.58B | $3.76B | $3.87B | |
| Operating Income | $-696M | $832M | $-435M | $1.32B | $1.79B | $920M | $808M | $1.20B | $1.28B | $1.15B | $1.36B | $1.28B | |
| Interest Expense | · | · | $70M | $85M | $95M | $129M | $136M | $112M | $95M | $93M | $82M | $73M | |
| Other Non-op | $56M | $48M | $98M | $-140M | $120M | $45M | $66M | $-40M | $50M | $47M | $-2M | $28M | |
| Pretax Income | $-379M | $1.01B | $-238M | $1.25B | $2.50B | $1.07B | $973M | $1.14B | $1.43B | $1.21B | $1.36B | $1.40B | |
| Income Tax | $-205M | $253M | $-70M | $322M | $531M | $262M | $235M | $255M | $268M | $338M | $398M | $391M | |
| Net Income | $-175M | $752M | $-168M | $684M | $1.39B | $525M | $565M | $883M | $1.13B | $854M | $968M | $988M | |
| EPS (Basic) | $-1.60 | $1.18 | $-0.73 | $1.50 | $3.01 | $1.14 | $1.29 | $2.14 | $2.75 | $2.06 | $2.26 | $2.27 | |
| EPS (Diluted) | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 | $1.13 | $1.28 | $2.14 | $2.75 | $2.06 | $2.26 | $2.27 | |
| Shares (Basic) | 452,600,000 | 457,000,000 | 454,800,000 | 457,500,000 | 462,800,000 | 459,500,000 | 437,800,000 | 412,400,000 | 409,400,000 | 414,700,000 | 428,900,000 | 435,000,000 | |
| Shares (Diluted) | 455,000,000 | 457,700,000 | 456,200,000 | 459,500,000 | 465,400,000 | 462,500,000 | 440,500,000 | 412,500,000 | 409,900,000 | 415,000,000 | 429,300,000 | 435,600,000 | |
| EBITDA | $-540M | $1.01B | $-252M | $1.51B | $1.99B | $1.12B | $986M | $1.35B | $1.39B | $1.28B | $1.45B | $1.37B |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.04B | $986M | $1.47B | $1.23B | $1.90B | $1.41B | $1.05B | $1.15B | $2.01B | $1.33B | $1.85B | $1.51B | |
| Short-term Investments | · | · | · | · | · | · | · | · | $347M | · | · | · | |
| PP&E (Net) | $379M | $479M | $600M | $561M | $518M | $564M | $584M | $469M | $491M | $465M | $427M | $403M | |
| PP&E (Gross) | $1.29B | $1.43B | $1.54B | $1.69B | $1.60B | $1.57B | $1.50B | $1.27B | $1.22B | $1.11B | $1.03B | $980M | |
| Accum. Depreciation | · | · | · | · | $1.08B | $1.01B | $919M | $805M | $729M | $641M | $603M | $577M | |
| Goodwill | $8.48B | $8.32B | $8.69B | $8.56B | $8.88B | $8.92B | $8.51B | $7.16B | $6.59B | $6.13B | $6.18B | $6.58B | |
| Intangibles | $3.93B | $5.75B | $5.85B | $7.14B | $7.23B | $7.31B | $7.36B | $2.18B | $1.56B | $1.40B | $1.35B | $1.25B | |
| Total Assets | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B | $39.42B | $30.98B | $31.67B | $25.73B | $25.07B | $20.45B | |
| Deferred Tax | $902M | $1.28B | $1.33B | $1.66B | $1.63B | $1.52B | $1.53B | $326M | · | · | · | · | |
| Total Liabilities | $14.09B | $11.34B | $13.02B | $12.91B | $16.01B | $21.48B | $24.72B | $21.65B | $22.47B | $17.84B | $16.21B | $11.16B | |
| Long-term Debt | $1.83B | $891M | $1.49B | $1.49B | $2.09B | $2.08B | $2.08B | $2.41B | $2.08B | $2.10B | $2.07B | $1.58B | |
| Common Stock | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $98M | $98M | $98M | $98M | $98M | |
| Retained Earnings | $5.89B | $6.99B | $6.83B | $7.52B | $7.17B | $6.08B | $5.92B | $5.88B | $5.49B | $4.83B | $4.44B | $3.93B | |
| Treasury Stock | $2.83B | $2.85B | $3.00B | $3.04B | $3.04B | $3.25B | $3.45B | $3.00B | $2.78B | $2.85B | $2.40B | $1.90B | |
| AOCI | $-723M | $-1.04B | $-802M | $-942M | $-442M | $-404M | $-587M | $-735M | $-391M | $-809M | $-446M | $49M | |
| Stockholders' Equity | $12.23B | $14.56B | $14.60B | $15.21B | $15.50B | $14.36B | $13.86B | $8.58B | $8.70B | $7.50B | $7.89B | $8.33B | |
| Liabilities + Equity | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B | $39.42B | $30.98B | $31.67B | $25.73B | $25.07B | $20.45B | |
| Shares Outstanding | 444,000,000 | 448,000,000 | 449,500,000 | 454,800,000 | 461,200,000 | 459,100,000 | 453,300,000 | 397,100,000 | 407,100,000 | 403,800,000 | 417,500,000 | 429,900,000 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $156M | $180M | $183M | $195M | $205M | $204M | $178M | $142M | $117M | $101M | $94M | $89M | |
| Stock-based Comp | $80M | $105M | $115M | $106M | $140M | $188M | $208M | $172M | $175M | $160M | $150M | $138M | |
| Deferred Tax | $-385M | $-38M | $-309M | $48M | $80M | $81M | $22M | $38M | $-52M | $15M | $-8M | $-29M | |
| Amort. of Intangibles | $38M | $45M | $50M | $64M | $63M | $62M | $53M | $30M | $17M | $14M | $11M | $13M | |
| Restructuring | · | · | $30M | $14M | $78M | $119M | · | · | $58M | $50M | $16M | · | |
| Other Non-cash | $1.85B | $406M | $1.65B | $-330M | $-740M | $232M | $145M | $-406M | $3M | $-1.00B | $-151M | $14M | |
| Operating Cash Flow | $1.53B | $1.19B | $1.30B | $703M | $1.08B | $1.23B | $1.12B | $829M | $1.16B | $654M | $1.13B | $1.20B | |
| CapEx | $84M | $69M | $164M | $193M | $109M | $115M | $124M | $102M | $112M | $148M | $124M | $133M | |
| Investing Cash Flow | $-974M | $68M | $-244M | $-376M | $-848M | $-860M | $-1.43B | $-2.90B | $-974M | $-1.01B | $-665M | $-1.83B | |
| Debt Issued | $993M | $0 | $0 | · | · | · | · | · | $0 | $0 | $496M | $0 | |
| Net Debt Issued | $993M | · | · | · | · | · | · | · | $0 | $0 | $496M | $0 | |
| Stock Repurchased | $124M | $79M | $188M | $245M | $61M | · | $111M | $0 | $64M | $535M | $624M | $270M | |
| Net Stock Activity | $-124M | $-79M | $-188M | · | · | · | $-111M | $-52M | $-64M | $-535M | $-549M | $-270M | |
| Dividends Paid | $377M | $372M | $358M | $335M | $308M | $357M | $529M | $491M | $472M | $460M | $454M | $424M | |
| Financing Cash Flow | $-150M | $-1.66B | $-585M | $-967M | $117M | $-286M | $201M | $1.54B | $169M | $470M | $-52M | $862M | |
| Taxes Paid | $239M | $236M | $195M | $301M | $432M | $224M | $194M | $322M | $256M | $299M | $389M | $406M | |
| Free Cash Flow | $1.44B | $1.12B | $1.14B | $510M | $969M | $1.12B | $992M | $726M | $1.26B | $-18M | $929M | $1.07B | |
| Levered FCF | · | · | $1.09B | $447M | $895M | $1.02B | $889M | $640M | $1.18B | $-86M | $871M | $1.01B |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% | 15.0% | 13.2% | 22.7% | 24.8% | 24.9% | 26.5% | 24.8% | |
| Net Margin | -2.7% | 8.9% | -5.8% | 11.3% | 20.2% | 8.5% | 9.2% | 16.6% | 21.9% | 18.0% | 18.9% | 19.2% | |
| Pretax Margin | -5.9% | 16.6% | -4.2% | 20.6% | 36.3% | 17.4% | 15.9% | 21.4% | 27.7% | 25.5% | 26.6% | 27.1% | |
| EBITDA Margin | -8.5% | 16.7% | -4.4% | 25.0% | 28.9% | 18.3% | 16.1% | 25.4% | 27.0% | 27.0% | 28.3% | 26.6% | |
| ROA | -0.65% | 1.9% | -1.1% | 2.2% | 4.0% | 1.4% | 1.6% | 2.8% | 3.9% | 3.4% | 4.2% | 5.0% | |
| ROE | -1.3% | 3.7% | -2.2% | 4.5% | 9.3% | 3.7% | 5.0% | 10.2% | 13.9% | 11.1% | 11.9% | 11.8% | |
| ROIC | -2.6% | 4.3% | -2.1% | 6.4% | 9.1% | 4.8% | 4.4% | 10.9% | 11.9% | 11.3% | 12.2% | 11.0% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -6.2 | 15.5 | 18.9 | 7.1 | 6.0 | 10.8 | 13.5 | 12.6 | 16.6 | 17.5 |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $27.55 | $32.50 | $32.48 | $33.45 | $33.60 | $31.28 | $30.58 | $21.60 | $21.36 | $18.58 | $18.89 | $19.37 | |
| Revenue / Share | $14.02 | $13.26 | $12.53 | $13.16 | $14.81 | $13.29 | $13.89 | $12.88 | $12.59 | $11.41 | $11.93 | $11.82 | |
| Cash Flow / Share | $3.35 | $2.60 | $2.85 | $1.53 | $2.32 | $2.66 | $2.53 | $2.01 | $3.34 | $0.31 | $2.45 | $2.76 | |
| Cash / Share | $2.34 | $2.20 | $3.27 | · | $4.11 | $3.07 | $2.31 | $2.89 | $4.93 | $3.29 | $4.43 | $3.52 | |
| Dividend / Share | $0.83 | $0.81 | $0.79 | $0.73 | $0.67 | $0.78 | $1.23 | $1.19 | $1.15 | $1.11 | $1.06 | $0.97 | |
| EPS (TTM) | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 | $1.13 | $1.28 | $2.14 | $2.75 | $2.06 | $2.26 | $2.27 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.1% | 6.1% | -5.5% | -12.3% | 12.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.8% | -4.2% | -2.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.74% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | -50.2% | 164.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -26.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | -50.9% | 165.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -18.6% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B | $6.12B | $5.31B | $5.16B | $4.73B | $5.12B | $5.15B | |
| Net Income TTM | $-175M | $752M | $-168M | $684M | $1.39B | $525M | $565M | $883M | $1.13B | $854M | $968M | $988M | |
| Market Cap | $11.66B | $7.83B | $8.02B | $8.18B | $10.62B | $8.00B | $8.15B | $6.65B | $14.88B | $12.25B | $13.98B | $16.99B | |
| P/E | -16.4 | 14.8 | -24.4 | 12.1 | 7.7 | 15.4 | 14.0 | 7.8 | 13.3 | 14.7 | 14.8 | 17.4 | |
| P/S | 1.8 | 1.3 | 1.4 | 1.4 | 1.5 | 1.3 | 1.3 | 1.3 | 2.9 | 2.6 | 2.7 | 3.3 | |
| P/B | 1.0 | 0.5 | 0.5 | 0.5 | 0.7 | 0.6 | 0.6 | 0.8 | 1.7 | 1.6 | 1.8 | 2.0 | |
| P / Tangible Book | · | 15.9 | 138.3 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.6 | 6.6 | 6.2 | 11.6 | 9.8 | 6.5 | 7.3 | 8.0 | 10.9 | 94.8 | 13.3 | 14.2 | |
| P / FCF | 8.1 | 7.0 | 7.1 | 16.0 | 11.0 | 7.2 | 8.2 | 9.2 | 11.8 | -665.8 | 15.0 | 15.9 | |
| Dividend Yield | 3.2% | 4.7% | 4.5% | 4.1% | 2.9% | 4.5% | 6.5% | 7.4% | 3.2% | 3.8% | 3.2% | 2.5% | |
| Earnings Yield | -6.1% | 6.8% | -4.1% | 8.3% | 13.0% | 6.5% | 7.1% | 12.8% | 7.5% | 6.8% | 6.8% | 5.7% | |
| Payout Ratio | -215.9% | 69.0% | -107.2% | 48.9% | 22.1% | 68.1% | 93.7% | 55.6% | 41.8% | 53.9% | 46.9% | 42.9% | |
| Annual Payout | $377M | $372M | $358M | $335M | $308M | $357M | $529M | $491M | $472M | $460M | $454M | $424M |
Rachunek zysków i strat
| 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 | $1.83B | $1.74B | $1.69B | $1.64B | $1.52B | $1.53B | $1.59B | $1.52B | $1.48B | $1.48B | $1.41B | $1.44B | $1.44B | $1.42B | $1.44B | $1.45B | |
| SG&A Expense | $134M | $147M | $149M | $151M | $139M | $137M | $135M | $141M | $180M | $138M | $165M | $146M | $152M | $105M | $223M | $49M | |
| Operating Expenses | $1.46B | $1.41B | $3.15B | $1.37B | $1.30B | $1.25B | $1.28B | $1.41B | $1.28B | $1.26B | $2.49B | $1.21B | $1.24B | $1.21B | $1.20B | $1.10B | |
| Operating Income | $364M | $333M | $-1.46B | $271M | $214M | $277M | $312M | $100M | $207M | $213M | $-1.08B | $228M | $204M | $210M | $245M | $350M | |
| Interest Expense | · | · | · | · | · | · | · | · | $16M | $16M | · | $17M | $18M | $18M | · | $19M | |
| Other Non-op | $106M | $-400.0K | $21M | $-800.0K | $60M | $-24M | $-20M | $28M | $4M | $36M | $73M | $-23M | $21M | $27M | $31M | $-35M | |
| Pretax Income | $455M | $300M | $-1.35B | $347M | $274M | $345M | $317M | $145M | $260M | $283M | $-934M | $230M | $230M | $236M | $390M | $255M | |
| Income Tax | $116M | $81M | $-350M | $-10M | $77M | $78M | $79M | $42M | $64M | $69M | $-266M | $61M | $66M | $70M | $90M | $87M | |
| Net Income | $339M | $219M | $-900M | $356M | $197M | $267M | $311M | $104M | $196M | $142M | $-577M | $131M | $132M | $145M | $188M | $177M | |
| EPS (Basic) | $0.77 | $0.51 | $-2.62 | $0.67 | $-0.03 | $0.38 | $0.46 | $0.12 | $0.29 | $0.31 | $-1.63 | $0.29 | $0.29 | $0.32 | $0.41 | $0.39 | |
| EPS (Diluted) | $0.76 | $0.51 | $-2.61 | $0.66 | $-0.03 | $0.38 | $0.46 | $0.12 | $0.29 | $0.31 | $-1.63 | $0.29 | $0.29 | $0.32 | $0.41 | $0.39 | |
| Shares (Basic) | 451,300,000 | 451,100,000 | · | 452,400,000 | 453,800,000 | 452,900,000 | · | 454,900,000 | 455,500,000 | 453,200,000 | · | 451,700,000 | 457,900,000 | 458,100,000 | · | 457,000,000 | |
| Shares (Diluted) | 454,400,000 | 453,700,000 | · | 454,600,000 | 455,200,000 | 454,000,000 | · | 455,600,000 | 456,100,000 | 453,500,000 | · | 453,100,000 | 458,800,000 | 458,900,000 | · | 459,500,000 | |
| EBITDA | $364M | $366M | · | $271M | $214M | $319M | · | $100M | $207M | $258M | · | $228M | $204M | $256M | · | $350M |
Bilans
| 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 | $915M | $807M | $1.04B | $973M | $923M | $822M | $986M | $1.04B | $878M | $896M | $1.47B | $1.24B | $1.01B | $889M | $1.23B | $1.02B | |
| PP&E (Net) | $370M | $365M | $379M | $388M | $454M | $458M | $479M | $580M | $574M | $584M | · | $586M | $585M | $573M | · | $504M | |
| PP&E (Gross) | · | · | $1.29B | · | · | · | $1.43B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $8.40B | $8.42B | $8.48B | $8.46B | $8.58B | $8.37B | $8.32B | $8.73B | $8.61B | $8.62B | $8.69B | $8.57B | $8.68B | $8.60B | $8.56B | $8.41B | |
| Intangibles | $3.91B | $3.92B | $3.93B | $5.73B | $5.75B | $5.75B | $5.75B | $5.82B | $5.82B | $5.83B | · | $7.10B | $7.12B | $7.13B | · | $7.15B | |
| Total Assets | $27.47B | $26.83B | $27.09B | $28.44B | $28.50B | $28.14B | $27.01B | $27.50B | $27.17B | $28.08B | · | $29.43B | $29.46B | $29.73B | · | $29.27B | |
| Deferred Tax | $942M | $942M | $902M | $1.32B | $1.31B | $1.33B | $1.28B | $1.32B | $1.36B | $1.36B | · | $1.61B | $1.64B | $1.69B | · | $1.68B | |
| Total Liabilities | $14.00B | $13.57B | $14.09B | $13.65B | $13.54B | $12.36B | $11.34B | $11.60B | $11.40B | $12.22B | · | $12.84B | $12.75B | $12.92B | · | $12.77B | |
| Long-term Debt | $1.62B | $1.97B | $1.83B | $1.62B | $1.88B | $965M | $891M | $890M | $890M | $1.26B | · | $1.49B | $1.49B | $1.49B | · | $1.49B | |
| Common Stock | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | · | $113M | $113M | $113M | · | $113M | |
| Retained Earnings | $6.27B | $6.02B | $5.89B | $7.17B | $6.96B | $7.07B | $6.99B | $6.87B | $6.92B | $6.88B | · | $7.66B | $7.62B | $7.58B | · | $7.42B | |
| Treasury Stock | $2.81B | $2.77B | $2.83B | $2.80B | $2.80B | $2.78B | $2.85B | $2.83B | $2.85B | $2.86B | · | $3.01B | $3.03B | $2.89B | · | $3.05B | |
| AOCI | $-812M | $-799M | $-723M | $-736M | $-664M | $-948M | $-1.04B | $-737M | $-922M | $-897M | · | $-961M | $-818M | $-883M | · | $-1.13B | |
| Stockholders' Equity | $12.47B | $12.26B | $12.23B | $14.01B | $13.87B | $14.70B | $14.56B | $14.75B | $14.59B | $14.55B | · | $15.25B | $15.33B | $15.34B | · | $14.90B | |
| Liabilities + Equity | $27.47B | $26.83B | $27.09B | $28.44B | $28.50B | $28.14B | $27.01B | $27.50B | $27.17B | $28.08B | · | $29.43B | $29.46B | $29.73B | · | $29.27B | |
| Shares Outstanding | 441,500,000 | 443,300,000 | 444,000,000 | 445,100,000 | 446,000,000 | 447,600,000 | 448,000,000 | 449,400,000 | 450,000,000 | 449,800,000 | 449,500,000 | 449,600,000 | 448,600,000 | 458,200,000 | 454,800,000 | 454,800,000 |
Przepływy pieniężne
| 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 | $32M | $33M | $36M | $38M | $40M | $42M | $44M | $44M | $46M | $45M | $46M | $42M | $47M | $47M | $49M | $48M | |
| Stock-based Comp | $31M | $34M | $20M | $21M | $24M | $15M | $14M | $51M | $18M | $21M | $21M | $24M | $32M | $38M | $23M | $26M | |
| Amort. of Intangibles | $8M | $8M | $9M | $9M | $10M | $10M | $11M | $11M | $11M | $11M | $11M | $11M | $13M | $14M | $19M | $14M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | $30M | · | · | |
| Other Non-cash | · | $-74M | · | · | · | $-312M | · | · | · | $-262M | · | · | · | $-328M | · | · | |
| Operating Cash Flow | $734M | $213M | $456M | $606M | $548M | $-85M | $317M | $438M | $489M | $-54M | $714M | $354M | $331M | $-99M | $464M | $492M | |
| CapEx | $30M | $14M | $24M | $20M | $18M | $23M | $-7M | $28M | $27M | $21M | $40M | $39M | $47M | $38M | $73M | $63M | |
| Investing Cash Flow | $-706M | $-733M | $-352M | $-255M | $-275M | $-92M | $-17M | $28M | $345M | $-287M | $-262M | $66M | $-95M | $46M | $-138M | $-82M | |
| Debt Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $50M | $69M | $26M | $29M | $26M | $43M | $26M | $30M | $3M | $20M | $4M | $4M | $152M | $28M | $5M | $6M | |
| Net Stock Activity | · | $-69M | · | · | · | $-43M | · | · | · | $-20M | · | · | · | $-28M | · | · | |
| Dividends Paid | $97M | $95M | $95M | $95M | $95M | $92M | $93M | $95M | $93M | $90M | $90M | $90M | $92M | $86M | $86M | $86M | |
| Financing Cash Flow | $-121M | $271M | $356M | $-310M | $-725M | $529M | $-392M | $-409M | $-712M | $-148M | $-110M | $-126M | $-171M | $-178M | $-168M | $-266M | |
| Free Cash Flow | · | $198M | · | · | · | $-108M | · | · | · | $-75M | · | · | · | $-137M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-87M | · | · | · | $-150M | · | · |
Rentowność
| 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 | 20.0% | 19.1% | · | 16.5% | 14.1% | 18.1% | · | 6.6% | 13.9% | 14.4% | · | 15.8% | 14.1% | 14.8% | · | 24.2% | |
| Net Margin | 18.6% | 12.6% | · | 21.7% | 13.0% | 11.2% | · | 3.6% | 8.9% | 9.6% | · | 9.1% | 9.2% | 10.2% | · | 12.3% | |
| Pretax Margin | 24.9% | 17.2% | · | 21.1% | 18.1% | 22.6% | · | 9.6% | 17.5% | 19.2% | · | 16.0% | 15.9% | 16.6% | · | 17.6% | |
| EBITDA Margin | 20.0% | 21.0% | · | 16.5% | 14.1% | 20.8% | · | 6.6% | 13.9% | 17.5% | · | 15.8% | 14.1% | 18.1% | · | 24.2% | |
| ROA | 1.2% | 0.80% | · | 1.3% | 0.71% | 0.61% | · | 0.19% | 0.47% | 0.49% | · | 0.45% | 0.44% | 0.47% | · | 0.57% | |
| ROE | 2.6% | 1.6% | · | 2.5% | 1.4% | 1.2% | · | 0.37% | 0.88% | 0.95% | · | 0.87% | 0.87% | 0.94% | · | 1.2% | |
| ROIC | 2.2% | 2.0% | · | 2.0% | 1.1% | 1.5% | · | 0.49% | 1.1% | 1.1% | · | 1.1% | 0.95% | 0.96% | · | 1.6% |
Płynność i wypłacalność
| 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 | · | · | · | · | · | · | · | · | 12.7 | 13.4 | · | 13.2 | 11.1 | 11.6 | · | 18.8 |
Efektywność
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Na akcję
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $28.25 | $27.64 | · | $31.47 | $31.11 | $32.84 | · | $32.83 | $32.41 | $32.36 | · | $33.93 | $34.17 | $33.49 | · | $32.77 | |
| Revenue / Share | $4.02 | $3.85 | · | $3.61 | $3.33 | $3.37 | · | $3.33 | $3.25 | $3.25 | · | $3.18 | $3.14 | $3.09 | · | $3.15 | |
| Cash Flow / Share | · | $0.47 | · | · | · | $-0.19 | · | · | · | $-0.12 | · | · | · | $-0.22 | · | · | |
| Cash / Share | $2.07 | $1.82 | · | $2.19 | $2.07 | $1.84 | · | $2.33 | $1.95 | $1.99 | · | $2.76 | $2.25 | $1.94 | · | $2.25 | |
| Dividend / Share | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.19 | $0.18 | $0.19 | |
| EPS (TTM) | $-0.68 | $-1.47 | · | $1.47 | $0.93 | $1.25 | · | $-0.91 | $-0.74 | $-0.74 | · | $1.31 | $1.41 | $1.38 | · | $1.99 |
Wycena (TTM)
| 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 | $6.90B | $6.59B | · | $6.28B | $6.15B | $6.12B | · | $5.89B | $5.81B | $5.77B | · | $5.75B | $5.75B | $5.84B | · | $6.37B | |
| Net Income TTM | $15M | $-127M | · | $1.13B | $880M | $878M | · | $-136M | $-108M | $-172M | · | $596M | $642M | $631M | · | $923M | |
| Market Cap | $11.65B | $10.77B | · | $10.21B | $7.03B | $6.79B | · | $7.89B | $6.73B | $7.46B | · | $6.53B | $7.54B | $7.51B | · | $6.23B | |
| P/E | -38.8 | -16.5 | · | 15.6 | 17.0 | 12.1 | · | -19.3 | -20.2 | -22.4 | · | 11.1 | 11.9 | 11.9 | · | 6.9 | |
| P/S | 1.7 | 1.6 | · | 1.6 | 1.1 | 1.1 | · | 1.3 | 1.2 | 1.3 | · | 1.1 | 1.3 | 1.3 | · | 1.0 | |
| P/B | 0.9 | 0.9 | · | 0.7 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.5 | · | 0.4 | |
| P / Tangible Book | 70.2 | · | · | · | · | 11.7 | · | 38.1 | 42.0 | 73.6 | · | · | · | · | · | · | |
| P / Cash Flow | · | 50.6 | · | · | · | -80.3 | · | · | · | -137.2 | · | · | · | -76.0 | · | · | |
| Dividend Yield | 3.3% | 3.5% | · | 3.7% | 5.3% | 5.5% | · | 4.7% | 5.4% | 4.9% | · | 5.4% | 4.6% | 4.6% | · | 5.3% | |
| Earnings Yield | -2.6% | -6.0% | · | 6.4% | 5.9% | 8.2% | · | -5.2% | -5.0% | -4.5% | · | 9.0% | 8.4% | 8.4% | · | 14.5% | |
| Payout Ratio | · | 43.5% | · | · | · | 54.1% | · | · | · | 63.7% | · | · | · | 59.1% | · | · | |
| Annual Payout | $382M | $380M | · | $376M | $376M | $374M | · | $369M | $364M | $362M | · | $353M | $349M | $343M | · | $328M |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B |
| Marża Operacyjna % | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% |
| Zysk netto | $-175M | $752M | $-168M | $684M | $1.39B |
| Rozwodniony EPS | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 |
Brak danych dla tego sprawozdania
Zbyt mało danych fundamentalnych, aby utworzyć to sprawozdanie.
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.44B | $1.12B | $1.14B | $510M | $969M |
Właściciele instytucjonalni (13F) 730 emitentów · $12.4B łącznie · Na dzień 30 września 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.
Posiadacze
730
Wartość posiadanych akcji
$12.4B
Nowe pozycje
110
Zamknięte pozycje
58
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 110 (+5 vs poprzedni kw.) | 58 (-14 vs poprzedni kw.) | 263 (-3 vs poprzedni kw.) | 224 (+29 vs poprzedni kw.) | +13.3M |
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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2 146 359 898 | 81 332 319 | 17,33% | Akcje |
| VANGUARD GROUP INC | $1 391 410 541 | 52 965 761 | 11,23% | Akcje |
| BlackRock, Inc. | $1 021 654 716 | 38 713 707 | 8,25% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $741 665 273 | 28 104 027 | 5,99% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $573 112 452 | 21 716 982 | 4,63% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $487 132 799 | 18 458 992 | 3,93% | Akcje |
| STATE STREET CORP | $443 167 481 | 16 793 008 | 3,58% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $414 047 726 | 15 689 569 | 3,34% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $332 624 311 | 12 604 180 | 2,69% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $329 393 479 | 12 503 038 | 2,66% | Akcje |
| GOLDMAN SACHS GROUP INC | $294 226 545 | 11 149 168 | 2,38% | Akcje |
| Invesco Ltd. | $245 671 847 | 9 309 278 | 1,98% | Akcje |
| MORGAN STANLEY | $232 064 955 | 8 793 669 | 1,87% | Akcje |
| NORTHERN TRUST CORP | $159 917 516 | 6 059 777 | 1,29% | Akcje |
| Qube Research & Technologies Ltd | $141 153 565 | 5 348 752 | 1,14% | Akcje |
| NORGES BANK | $137 508 658 | 5 210 635 | 1,11% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $116 121 806 | 4 400 220 | 0,94% | Akcje |
| Amundi | $105 362 366 | 3 992 511 | 0,85% | Akcje |
| MACQUARIE GROUP LTD | $98 311 221 | 3 725 321 | 0,79% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $97 787 000 | 3 705 443 | 0,79% | Akcje |
| D. E. Shaw & Co., Inc. | $97 323 153 | 3 687 880 | 0,79% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $84 133 273 | 3 463 700 | 0,68% | Akcje |
| UBS Group AG | $75 184 873 | 2 848 991 | 0,61% | Akcje |
| BARCLAYS PLC | $74 323 898 | 2 816 366 | 0,60% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $64 965 002 | 2 461 728 | 0,52% | Akcje |
| BANK OF AMERICA CORP /DE/ | $59 259 966 | 2 245 546 | 0,48% | Akcje |
| Allianz Asset Management GmbH | $56 770 406 | 2 151 209 | 0,46% | Akcje |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $56 010 526 | 1 969 959 | 0,45% | Akcje |
| Bank of New York Mellon Corp | $55 682 332 | 2 109 979 | 0,45% | Akcje |
| Nuveen, LLC | $50 419 238 | 1 910 544 | 0,41% | Akcje |
| CITADEL ADVISORS LLC | $49 145 886 | 1 862 292 | 0,40% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $47 828 663 | 1 812 379 | 0,39% | Akcje |
| Quantinno Capital Management LP | $47 760 149 | 1 809 782 | 0,39% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $43 566 854 | 1 650 885 | 0,35% | Akcje |
| TRIAN FUND MANAGEMENT, L.P. | $42 896 206 | 1 625 472 | 0,35% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $42 467 184 | 1 609 215 | 0,34% | Akcje |
| JPMORGAN CHASE & CO | $42 202 350 | 1 590 043 | 0,34% | Akcje |
| AMERIPRISE FINANCIAL INC | $39 892 009 | 1 511 613 | 0,32% | Akcje |
| DEUTSCHE BANK AG\ | $39 644 299 | 1 502 247 | 0,32% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $39 057 992 | 1 480 030 | 0,32% | Akcje |
| Sonoma Allocations LLC | $38 300 409 | 447 018 | 0,31% | Akcje |
| Fisher Asset Management, LLC | $38 208 451 | 1 447 838 | 0,31% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $37 497 551 | 1 420 900 | 0,30% | Opcja kupna |
| Squarepoint Ops LLC | $37 125 109 | 1 406 787 | 0,30% | Akcje |
| ROYAL BANK OF CANADA | $37 004 000 | 1 402 186 | 0,30% | Akcje |
| Engineers Gate Manager LP | $35 748 237 | 1 354 613 | 0,29% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $35 124 879 | 1 330 992 | 0,28% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34 438 633 | 1 304 988 | 0,28% | Akcje |
| LETKO, BROSSEAU & ASSOCIATES INC | $31 154 398 | 1 180 538 | 0,25% | Akcje |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $30 803 965 | 1 167 259 | 0,25% | Akcje |
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 |
|---|---|---|---|---|---|
| Nelson Peltz, Peter W. May, Trian Fund Management, L.P., Trian Fund Management GP, LLC, Trian Partners AM Holdco, Ltd. ×11 zgłoszenia | 22 maja 2025 | 4,62% | Aneks | · | SEC |
| Nelson Peltz (2), Peter W. May (2), Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners AM Holdco, Ltd. S.S. OR | 14 czerwca 2024 | · | Pierwotne zgłoszenie | · | SEC |
| Massachusetts Mutual Life Insurance Company, MassMutual Holding LLC, MM Asset Management Holding LLC ×3 zgłoszenia | 15 czerwca 2022 | · | Pierwotne zgłoszenie | · | SEC |
| Invesco Ltd. IRS# 980557567 ×11 zgłoszenia | 20 maja 2021 | · | Pierwotne zgłoszenie | · | SEC |
| Invesco Ltd. IRS # 980557567 ×8 zgłoszenia | 25 maja 2018 | · | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Invesco Ltd. – IRS # 908557567 Invesco Trimark Ltd. | 24 grudnia 2009 | · | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| 13 lutego 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.
Insiderzy spółki 47 insiderów · 25 dyrektorzy generalni · 20 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Andrew Schlossberg | President and CEO | 2 lipca 2026 F | 742 708 | 0 | 0 | $0 |
| Martin L Flanagan | President & CEO | 1 marca 2023 S | 452 584 | 0 | 0 | $0 |
| Laura Allison Dukes | Chief Financial Officer | 4 września 2026 G | 251 583 | 0 | 1 | $-1 030 447 |
| Loren M Starr | SMD & CFO | 9 lipca 2020 A | 654 755 | 0 | 0 | $0 |
| Stephanie Butcher | Senior Managing Director | 9 września 2026 S | 10 205 | 0 | 1 | $-1 455 667 |
| Andrew Tak Shing Lo | Senior Managing Director | 9 września 2026 S | 812 477 | 0 | 2 | $-4 643 733 |
| Douglas J Sharp | Senior Managing Director | 31 sierpnia 2026 M | 88 387 | 0 | 1 | $-3 769 600 |
| Jeffrey H Kupor | Senior Managing Director | 2 lipca 2026 F | 125 818 | 0 | 0 | $0 |
| Alan Leonard Smith | SMD and CHRO | 13 marca 2026 M | 14 489 | 0 | 0 | $0 |
| Shannon A Johnston | SMD and CIOO | 28 lutego 2026 A | 24 846 | 0 | 0 | $0 |
| Tony Wong | Senior Managing Director | 28 lutego 2026 A | 126 971 | 0 | 0 | $0 |
| Terry Vacheron | Chief Accounting Officer | 28 lutego 2026 A | 19 569 | 0 | 0 | $0 |
| Mark F Giuliano | SMD & Chief Adm Officer | 28 lutego 2024 A | 178 577 | 0 | 0 | $0 |
| Jennifer Krevitt | SMD & Chief HR Officer | 3 lipca 2023 A | 91 120 | 0 | 0 | $0 |
| Gregory Mcgreevey | Senior Managing Director | 8 marca 2022 S | 260 403 | 0 | 0 | $0 |
| Annette Lege | Chief Accounting Officer | 28 lutego 2022 F | 110 143 | 0 | 0 | $0 |
| Kevin M Carome | SMD and General Counsel | 28 lutego 2022 F | 625 997 | 0 | 0 | $0 |
| Philip Taylor | Senior Managing Director | 20 marca 2019 F | 270 899 | 0 | 0 | $0 |
| Roderick G.H. Ellis | Chief Accounting Officer | 28 lutego 2017 F | 84 064 | 0 | 0 | $0 |
| Karen Dunn Kelley | Senior Managing Director | 14 grudnia 2016 G | 718 804 | 0 | 0 | $0 |
| Gregory Mark Armour | SMD | 3 marca 2015 S | 383 018 | 0 | 0 | $0 |
| James Robertson | SMD | 28 lutego 2012 F | 878 901 | 0 | 0 | $0 |
| David Hartley | Chief Accounting Officer | 28 lutego 2011 F | 148 645 | 0 | 0 | $0 |
| Bob Yerbury | Senior Managing Director | 28 lutego 2008 A | 217 582 | 0 | 0 | $0 |
| John S Markwalter Jr | Senior Managing Director | 13 grudnia 2007 F | 51 732 | 0 | 0 | $0 |
| Phoebe A Wood | Dyrektor | 11 września 2026 S | 107 111 | 0 | 1 | $-97 320 |
| Elizabeth S. Johnson | Dyrektor | 15 maja 2026 A | 48 770 | 0 | 0 | $0 |
| Paula Tolliver | Dyrektor | 15 maja 2026 A | 66 273 | 0 | 0 | $0 |
| Sarah Beshar | Dyrektor | 15 maja 2026 A | 115 166 | 0 | 0 | $0 |
| Nigel Sheinwald | Dyrektor | 15 maja 2026 A | 101 968 | 0 | 0 | $0 |
| Thomas P Gibbons | Dyrektor | 15 maja 2026 A | 47 202 | 0 | 0 | $0 |
| Christopher C Womack | Dyrektor | 15 maja 2026 A | 59 917 | 0 | 0 | $0 |
| Richard G Wagoner JR | Dyrektor | 15 maja 2026 A | 107 870 | 0 | 0 | $0 |
| Denis Kessler | Dyrektor | 15 maja 2023 M | 92 870 | 0 | 0 | $0 |
| Robert C Henrikson | Dyrektor | 15 maja 2022 A | 81 264 | 0 | 0 | $0 |
| Rod Canion | Dyrektor | 28 października 2020 A | 122 931 | 0 | 0 | $0 |
| Ben F. Johnson III | Dyrektor | 26 lipca 2019 A | 55 442 | 0 | 0 | $0 |
| Edward P Lawrence | Dyrektor | 28 lipca 2017 A | 37 320 | 0 | 0 | $0 |
| Thomas J Presby | Dyrektor | 4 maja 2015 S | 871 | 0 | 0 | $0 |
| John Michael Middlecott Banham | Dyrektor | 2 maja 2014 A | 20 112 | 0 | 0 | $0 |
| Rex D Adams | Dyrektor | 2 maja 2014 A | 67 974 | 0 | 0 | $0 |
| Jerome P Kenney | Dyrektor | 30 października 2008 A | 2 718 | 0 | 0 | $0 |
| Trian Fund Management, L.P. | Posiadacz 10% | 30 stycznia 2023 S | 45 419 188 | 0 | 0 | $0 |
| Thomas M Finke | · | 15 maja 2026 A | 64 238 | 0 | 0 | $0 |
| William Francis Glavin Jr | · | 15 maja 2026 A | 81 084 | 0 | 0 | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | · | 8 marca 2022 P | 4 114 098 | 0 | 0 | $0 |
| Colin Meadows | · | 4 listopada 2021 S | 135 937 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 85 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 |
|---|---|---|---|---|
| PFI · Invesco Exchange-Traded Fund Trust | 3,04% | 55 650 SH | 2 października 2026 | Dziennie |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,32% | 162 510 SH | 2 października 2026 | Dziennie |
| DVY · iShares Trust | 1,26% | 9 318 965 SH | 11 września 2026 | Dziennie |
| RPV · Invesco Exchange-Traded Fund Trust | 0,92% | 505 755 SH | 2 października 2026 | Dziennie |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0,84% | 264 748 SH | 2 października 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,76% | 2 104 514 NS | 31 lipca 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,68% | 17 180 NS | 31 lipca 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0,63% | 307 869 SH | 2 października 2026 | Dziennie |
| DFAT · Dimensional ETF Trust | 0,52% | 2 551 707 NS | 31 lipca 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,38% | 166 653 NS | 31 lipca 2026 | N-PORT |
| ESML · iShares Trust | 0,32% | 281 602 SH | 11 września 2026 | Dziennie |
| VBR · VANGUARD INDEX FUNDS | 0,24% | 6 131 207 SH | 19 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,24% | 1 224 004 NS | 31 lipca 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,22% | 71 451 SH | 19 sierpnia 2026 | Dziennie |
| IYG · iShares Trust | 0,20% | 135 101 SH | 11 września 2026 | Dziennie |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 6 082 185 SH | 2 października 2026 | Dziennie |
| IYF · iShares Trust | 0,18% | 242 234 SH | 11 września 2026 | Dziennie |
| SMMD · iShares Trust | 0,16% | 192 088 SH | 11 września 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,13% | 9 659 783 SH | 19 sierpnia 2026 | Dziennie |
| VFMO · VANGUARD WELLINGTON FUND | 0,12% | 89 874 SH | 19 sierpnia 2026 | Dziennie |
| IWS · iShares Trust | 0,11% | 539 372 SH | 11 września 2026 | Dziennie |
| FAS · Direxion Shares ETF Trust | 0,11% | 87 351 NS | 31 lipca 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,11% | 579 171 SH | 19 sierpnia 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,11% | 19 781 NS | 31 lipca 2026 | N-PORT |
| WSML · iShares Trust | 0,11% | 21 962 SH | 11 września 2026 | Dziennie |
| IXG · iShares Trust | 0,09% | 19 557 SH | 11 września 2026 | Dziennie |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 28 222 SH | 2 października 2026 | Dziennie |
| IWR · iShares Trust | 0,08% | 1 478 658 SH | 11 września 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,08% | 64 462 NS | 31 lipca 2026 | N-PORT |
| XOEF · iShares Trust | 0,08% | 566 SH | 11 września 2026 | Dziennie |
| DGRO · iShares Trust | 0,07% | 913 398 SH | 11 września 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,07% | 75 921 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,07% | 350 182 NS | 31 lipca 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 16 506 SH | 2 października 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,06% | 911 589 NS | 31 lipca 2026 | N-PORT |
| SPMO · Invesco Exchange-Traded Fund Trust … | 0,05% | 393 673 SH | 2 października 2026 | Dziennie |
| IVE · iShares Trust | 0,05% | 740 577 SH | 11 września 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,05% | 148 846 SH | 2 października 2026 | Dziennie |
| IUSV · iShares Trust | 0,05% | 388 181 SH | 11 września 2026 | Dziennie |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,04% | 102 391 SH | 19 sierpnia 2026 | Dziennie |
| VYM · VANGUARD WHITEHALL FUNDS | 0,04% | 1 437 202 SH | 19 sierpnia 2026 | Dziennie |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,04% | 19 617 SH | 2 października 2026 | Dziennie |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,03% | 110 583 SH | 2 października 2026 | Dziennie |
| DIVB · iShares Trust | 0,03% | 21 010 SH | 11 września 2026 | Dziennie |
| DSI · iShares Trust | 0,03% | 54 533 SH | 11 września 2026 | Dziennie |
| EGLE · Global X Funds | 0,03% | 23 NS | 31 lipca 2026 | N-PORT |
| IWD · iShares Trust | 0,03% | 798 592 SH | 11 września 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 217 428 SH | 19 sierpnia 2026 | Dziennie |
| TOPC · iShares Trust | 0,03% | 271 SH | 11 września 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,03% | 106 553 NS | 31 lipca 2026 | N-PORT |
| XVV · iShares Trust | 0,02% | 5 062 SH | 10 września 2026 | Dziennie |
| CATH · Global X Funds | 0,02% | 10 249 NS | 31 lipca 2026 | N-PORT |
| XTR · Global X Funds | 0,02% | 37 NS | 31 lipca 2026 | N-PORT |
| IVV · iShares Trust | 0,02% | 5 587 292 SH | 11 września 2026 | Dziennie |
| XRMI · Global X Funds | 0,02% | 365 NS | 31 lipca 2026 | N-PORT |
| XCLR · Global X Funds | 0,02% | 26 NS | 31 lipca 2026 | N-PORT |
| XYLG · Global X Funds | 0,02% | 461 NS | 31 lipca 2026 | N-PORT |
| CHRI · Global X Funds | 0,02% | 57 NS | 31 lipca 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,02% | 2 626 SH | 2 października 2026 | Dziennie |
| XYLD · Global X Funds | 0,02% | 22 603 NS | 31 lipca 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 19 219 SH | 9 września 2026 | Dziennie |
| VOO · VANGUARD INDEX FUNDS | 0,02% | 11 516 234 SH | 19 sierpnia 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 13 374 988 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,02% | 81 358 SH | 19 sierpnia 2026 | Dziennie |
| ITOT · iShares Trust | 0,02% | 585 242 SH | 11 września 2026 | Dziennie |
| SPUU · Direxion Shares ETF Trust | 0,02% | 1 673 NS | 31 lipca 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0,02% | 352 SH | 2 października 2026 | Dziennie |
| IWV · iShares Trust | 0,02% | 102 916 SH | 10 września 2026 | Dziennie |
| IWB · iShares Trust | 0,02% | 246 715 SH | 11 września 2026 | Dziennie |
| HCMT · Direxion Shares ETF Trust | 0,02% | 3 085 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,02% | 111 631 NS | 31 lipca 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0,02% | 34 656 NS | 31 lipca 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 278 111 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 58 990 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 30 137 SH | 19 sierpnia 2026 | Dziennie |
| ACVF · ETF Opportunities Trust | 0,01% | 345 NS | 31 lipca 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,00% | 8 301 NS | 31 lipca 2026 | N-PORT |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
| ISCB · iShares Trust | · | 14 203 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 70 041 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 199 466 SH | 11 września 2026 | Dziennie |
IVZ Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
ocena · 18 analityków
KUP
Średni cel
$34.00
+10,9%
1 5,6%
Mocne kupno
7 38,9%
Kup
10 55,6%
Trzymaj
0 0,0%
Sprzedaj
0 0,0%
Mocna sprzedaż
12-miesięczny cel cenowy
13 analityków · 2026-10-01Średnia cel $34.04 +11,0%
Teraz
Aktualna cena $30.66
Niski$29.00
Średnia$34.04
Wysoki$39.00
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | · |
| PS | · | · | · | · | · | · |
| TPG | · | · | · | · | · | · |
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | · |
| CG | · | · | · | · | · | · |
| OWL | · | 149.4 | 7.6% | 13.9% | 3.6% | · |
| ARCC | · | 10.9 | · | · | · | · |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | · | 12.7 | 1.6% | 34.5% | 21.8% | · |
| GLXY | · | · | 41.8% | -0.40% | -11.6% | · |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | · |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Źródło: SEC 10-Q złożone Sie 4, 2026