MPB Mid Penn Bancorp - Common Stock
$38,01
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 6, 2026
Zakres 52 tyg.
$27–$39
91% of range
Ocena Analityków
BUY
7 analysts
Cena Docelowa
$40
+6% upside
P/E (TTM)
16.7
ROE
7.1%
Marża Zysku Netto
24.9%
MPB Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$38.01
Kapitalizacja Rynkowa
$981M
P/E (TTM)
16.7
EPS (TTM)
$2.55
Przychody (TTM)
—
Stopa dywidendy
1.9%
ROE
7.1%
D/E Dług/Kapitał
0.0
Zakres 52 tyg.
$27 – $39
MPB Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
—
EPS
$2.55
2017-12-31
→
2025-12-31
Wolny przepływ pieniężny
$72M
2016-12-31
→
2025-12-31
Marże
24.9%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
MPB
Mediana porównawcza
P/E (TTM)
16.7
13.0
P/S (TTM)
4.3
2.5
P/B
1.2
1.1
Price / FCF (Cena / FCF)
13.7
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
MPB
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
24.9%
30.4%
ROA
0.97%
1.0%
ROE
7.1%
9.2%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
MPB
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
0.0
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
MPB
Mediana porównawcza
Revenue YoY (Przychody R/R)
26.1%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
9.6%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
16.3%
—
EPS YoY
-12.1%
—
Net Income YoY (Zysk Netto R/R)
13.8%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
MPB
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
32.3%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
1.9%
Wskaźnik Wypłaty Dywidendy
32.3%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 3 sierpnia 2026 | $0,2300 |
| 4 maja 2026 | $0,2200 |
| 6 lutego 2026 | $0,2700 |
| 10 listopada 2025 | $0,2200 |
| 8 sierpnia 2025 | $0,2000 |
| 8 maja 2025 | $0,2000 |
| 7 lutego 2025 | $0,2000 |
| 8 listopada 2024 | $0,2000 |
| 9 sierpnia 2024 | $0,2000 |
| 9 maja 2024 | $0,2000 |
| 8 lutego 2024 | $0,2000 |
| 9 listopada 2023 | $0,2000 |
| 9 sierpnia 2023 | $0,2000 |
| 9 maja 2023 | $0,2000 |
| 9 lutego 2023 | $0,2000 |
| 9 listopada 2022 | $0,2000 |
| 9 sierpnia 2022 | $0,2000 |
| 9 maja 2022 | $0,2000 |
| 10 lutego 2022 | $0,2000 |
| 9 listopada 2021 | $0,2000 |
MPB Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
7 analityków
- Mocne kupno 2 28,6%
- Kup 4 57,1%
- Trzymaj 1 14,3%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
3 analityków · 2026-08-18
Mediana
$41.00
Średnia
$40.33
← Poniżej wszystkich celów
$38.01
Niski
$39.00
Wysoki
$41.00
Średni cel
$41.00
+7,9%
Średnia cel
$40.33
+6,1%
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 | $0.87 | $0.80 | 0.07% |
| 31 marca 2026 | $0.39 | $0.80 | -0.41% |
| 31 grudnia 2025 | $0.83 | $0.85 | -0.02% |
| 30 września 2025 | $0.79 | $0.59 | 0.20% |
| 30 czerwca 2025 | $0.32 | $0.37 | -0.05% |
| 31 marca 2025 | $0.71 | $0.66 | 0.05% |
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 |
|---|---|---|---|---|---|---|
| MPB | $715M | 12.2 | 26.1% | 24.9% | 7.1% | — |
| CAC | $734M | 11.3 | 17.0% | 156.1% | 9.7% | — |
| SBSI | — | 13.3 | -8.1% | 29.2% | 8.4% | — |
| THFF | $718M | 9.0 | 20.2% | 30.2% | 12.8% | — |
| TRST | $745M | 12.7 | 9.4% | 32.5% | 8.9% | — |
| FMNB | — | 9.2 | 3.9% | — | — | — |
| HAFC | $808M | 10.8 | 15.3% | 28.2% | 9.8% | — |
| NBBK | $907M | 14.8 | 23.0% | 23.5% | 6.3% | — |
| FCBC | $618M | 12.7 | 0.99% | 29.1% | 9.7% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $89M | $18M | $15M | $20M | $25M | $13M | $6M | $5M | $5M | $4M | |
| Interest Income | $324M | $287M | $236M | $166M | $123M | $108M | $95M | $69M | $44M | $40M | $36M | $31M | |
| Pretax Income | $72M | $60M | $45M | $67M | $36M | $31M | $21M | $13M | $12M | $10M | $8M | $7M | |
| Income Tax | $16M | $11M | $7M | $13M | $7M | $5M | $4M | $2M | $4M | $2M | $2M | $1M | |
| Net Income | $56M | $49M | $37M | $55M | $29M | $26M | $18M | $11M | $7M | $8M | $7M | $6M | |
| EPS (Basic) | $2.59 | $2.90 | $2.29 | $3.44 | $2.71 | $3.11 | $2.09 | $1.48 | $1.67 | $1.85 | $1.47 | $1.53 | |
| EPS (Diluted) | $2.55 | $2.90 | $2.29 | $3.44 | $2.71 | $3.10 | $2.09 | $1.48 | $1.67 | · | $1.47 | $1.53 | |
| Shares (Basic) | 21,757,060 | 17,026,240 | 16,319,006 | 15,912,877 | 10,806,009 | 8,439,427 | 8,468,586 | 7,071,091 | 4,236,616 | 4,229,284 | 4,106,548 | 3,495,705 | |
| Shares (Diluted) | 22,022,475 | 17,070,862 | 16,350,963 | 15,934,635 | 10,819,579 | 8,443,092 | 8,492,073 | 7,091,797 | 4,252,561 | · | 4,106,548 | 3,495,705 |
Bilans 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | · | $13M | $10M | |
| PP&E (Net) | $49M | $39M | $37M | $34M | $33M | $25M | $25M | $25M | $16M | $11M | $14M | $12M | |
| PP&E (Gross) | $73M | $67M | $63M | $56M | $51M | $40M | $38M | $37M | $26M | $22M | $24M | $21M | |
| Accum. Depreciation | $24M | $28M | $26M | $22M | $17M | $15M | $13M | $12M | $10M | $10M | $10M | $9M | |
| Goodwill | $137M | $128M | $127M | $114M | $114M | $63M | $63M | $63M | $4M | $4M | $4M | $1M | |
| Intangibles | $15M | $6M | $6M | $7M | $9M | $4M | $6M | $7M | $434.0K | $539.0K | $665.0K | $187.0K | |
| Total Assets | $6.13B | $5.47B | $5.29B | $4.50B | $4.69B | $3.00B | $2.23B | $2.08B | $1.17B | $1.03B | $932M | $756M | |
| Short-term Debt | $21M | $2M | $242M | $103M | $0 | $126M | $0 | $43M | $35M | · | $32M | $578.0K | |
| Total Liabilities | $5.32B | $4.82B | $4.75B | $3.99B | $4.20B | $2.74B | $1.99B | $1.85B | $1.09B | $962M | $862M | $697M | |
| Total Debt | $21M | $2M | $242M | $103M | · | $126M | · | $43M | $35M | · | $32M | $578.0K | |
| Common Stock | $24M | $20M | $17M | $16M | $16M | $9M | $8M | $8M | $4M | $4M | $4M | $3M | |
| Paid-in Capital | $589M | $480M | $406M | $387M | $385M | $179M | $178M | $178M | $41M | · | $41M | $30M | |
| Retained Earnings | $220M | $182M | $146M | $133M | $91M | $70M | $51M | $40M | $33M | $28M | $23M | $19M | |
| Treasury Stock | $12M | $10M | $10M | $5M | $2M | $2M | · | · | · | · | · | · | |
| AOCI | $-6M | $-17M | $-17M | $-19M | $158.0K | $-57.0K | $343.0K | $-2M | $-2M | $-3M | $2M | $2M | |
| Stockholders' Equity | $814M | $655M | $542M | $512M | $490M | $256M | $238M | $224M | $76M | $70M | $70M | $59M | |
| Liabilities + Equity | $6.13B | $5.47B | $5.29B | $4.50B | $4.69B | $3.00B | $2.23B | $2.08B | $1.17B | $1.03B | $932M | $756M | |
| Shares Outstanding | 23,047,203 | 19,796,519 | 16,998,929 | 16,094,486 | 16,056,282 | 8,419,183 | 8,480,938 | 8,459,918 | 4,242,216 | 4,233,297 | 4,226,717 | 3,497,829 |
Przepływy pieniężne 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $2M | $1M | $1M | $1M | $696.0K | $414.0K | · | · | · | · | · | · | |
| Deferred Tax | $14M | $2M | $-2M | $2M | $484.0K | $-1M | $665.0K | $1M | $2M | $-336.0K | $997.0K | $-112.0K | |
| Amort. of Intangibles | $3M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $104.0K | $126.0K | $114.0K | $63.0K | |
| Operating Cash Flow | $80M | $51M | $52M | $60M | $66M | $14M | $8M | $11M | $12M | $22M | $13M | $9M | |
| CapEx | $8M | $7M | $3M | $4M | $3M | $4M | $4M | $9M | $7M | $775.0K | $1M | $1M | |
| Investing Cash Flow | $83M | $-209M | $-409M | $-705M | $169M | $-589M | $-27M | $22M | $-164M | $-87M | · | · | |
| Debt Issued | $0 | $0 | $25M | $0 | $0 | $70M | $14M | $30M | · | · | · | $30M | |
| Net Debt Issued | $0 | $0 | $25M | $0 | · | $70M | · | $30M | · | · | · | $30M | |
| Stock Issued | $0 | $76M | $0 | $0 | $70M | $0 | · | · | · | · | · | · | |
| Stock Repurchased | $2M | $323.0K | $5M | $3M | $128.0K | $2M | · | · | · | · | · | · | |
| Net Stock Activity | $-2M | $76M | $-5M | $-3M | $-128.0K | $-2M | · | · | · | · | · | · | |
| Dividends Paid | $18M | $14M | $13M | $13M | $9M | $7M | $7M | $5M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $-135M | $131M | $392M | $-208M | $375M | $740M | $118M | $-16M | $129M | $98M | · | · | |
| Net Change in Cash | $28M | $-26M | $36M | $-853M | $610M | $165M | $99M | $17M | $-22M | $33M | $3M | $1M | |
| Taxes Paid | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $72M | $44M | $49M | $56M | $62M | $10M | · | $2M | $5M | $21M | $12M | $8M | |
| Levered FCF | · | · | $-26M | $41M | $50M | $-6M | · | $-9M | $1M | $17M | $8M | $4M |
Rentowność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 24.9% | 27.6% | 22.4% | 32.0% | 22.5% | 24.7% | · | 16.7% | 16.4% | 19.1% | 18.1% | 19.4% | |
| Pretax Margin | 32.0% | 33.5% | 26.8% | 39.3% | 27.7% | 29.5% | · | 20.1% | 26.8% | 24.7% | 22.7% | 24.3% | |
| ROA | 0.97% | 0.92% | 0.76% | 1.2% | 0.76% | 1.0% | · | 0.65% | 0.64% | 0.79% | 0.77% | 0.78% | |
| ROE | 7.1% | 8.1% | 7.0% | 10.8% | 7.0% | 10.4% | · | 4.8% | 9.3% | 10.7% | 9.0% | 9.7% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.4 | 0.2 | · | 0.5 | · | 0.2 | 0.5 | · | 0.5 | 0.0 |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 26.1% | 7.3% | -2.6% | 31.8% | 22.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.6% | 11.3% | 16.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -12.1% | 26.6% | -33.4% | 26.9% | -12.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -9.5% | 2.3% | -9.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -3.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 13.8% | 32.2% | -31.8% | 86.9% | 11.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.87% | 19.0% | 12.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 16.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 22.8% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $226M | $179M | $167M | $171M | $130M | $106M | $83M | $63M | $43M | $41M | $36M | $29M | |
| Net Income TTM | $56M | $49M | $37M | $55M | $29M | $26M | $18M | $11M | $7M | $8M | $7M | $6M | |
| Market Cap | $715M | $558M | $402M | $476M | $507M | $184M | · | $195M | $140M | · | $68M | $54M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | $86M | $45M | |
| P/E | 12.2 | 9.9 | 10.6 | 8.7 | 11.7 | 7.1 | 13.8 | 15.6 | 19.8 | 16.2 | 11.0 | 10.2 | |
| P/S | 3.2 | 3.1 | 2.4 | 2.8 | 3.9 | 1.7 | · | 3.1 | 3.2 | · | 1.9 | 1.8 | |
| P/B | 0.9 | 0.9 | 0.7 | 0.9 | 1.0 | 0.7 | · | 0.9 | 1.9 | · | 1.0 | 0.9 | |
| P / Tangible Book | 1.1 | 1.1 | 1.0 | 1.2 | 1.4 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 8.9 | 10.9 | 7.7 | 7.9 | 7.7 | 13.1 | · | 17.7 | 11.8 | · | 5.2 | 6.3 | |
| P / FCF | 10.0 | 12.6 | 8.2 | 8.5 | 8.1 | 17.8 | · | 96.2 | 28.0 | · | 5.8 | 7.1 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | 7.4 | 5.9 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | 2.4 | 1.5 | |
| Dividend Yield | 2.5% | 2.5% | 3.2% | 2.7% | 1.8% | 3.5% | · | 2.3% | 1.6% | · | 2.6% | 2.9% | |
| Earnings Yield | 8.2% | 10.1% | 9.4% | 11.5% | 8.5% | 14.2% | 7.3% | 6.4% | 5.1% | 6.2% | 9.1% | 9.8% | |
| Payout Ratio | 32.3% | 28.0% | 34.7% | 23.2% | 30.3% | 24.8% | · | 42.6% | 31.1% | 36.8% | 27.3% | 27.6% | |
| Annual Payout | $18M | $14M | $13M | $13M | $9M | $7M | $7M | $5M | $2M | $2M | $2M | $2M |
Rachunek zysków i strat 9
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $32M | · | $26M | $20M | $14M | · | $4M | |
| Interest Income | $97M | $84M | $85M | $87M | $80M | $72M | $73M | $74M | $71M | $68M | $66M | $63M | $57M | $50M | $47M | $43M | |
| Pretax Income | $28M | $11M | $27M | $24M | $4M | $17M | $16M | $15M | $14M | $15M | $14M | $12M | $5M | $14M | $19M | $19M | |
| Income Tax | $6M | $3M | $8M | $6M | $-480.0K | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $142.0K | $3M | $4M | $4M | |
| Net Income | $22M | $9M | $19M | $18M | $5M | $14M | $13M | $12M | $12M | $12M | $12M | $9M | $5M | $11M | $16M | $15M | |
| EPS (Basic) | $0.86 | $0.36 | $0.86 | $0.80 | $0.22 | $0.71 | $0.72 | $0.74 | $0.71 | $0.73 | $0.73 | $0.56 | $0.29 | $0.71 | $0.99 | $0.97 | |
| EPS (Diluted) | $0.85 | $0.36 | $0.83 | $0.79 | $0.22 | $0.71 | $0.72 | $0.74 | $0.71 | $0.73 | $0.74 | $0.56 | $0.29 | $0.70 | $0.99 | $0.97 | |
| Shares (Basic) | 25,330,234 | 23,949,008 | -42,170,928 | 23,005,504 | 21,566,617 | 19,355,867 | -32,730,602 | 16,612,657 | 16,576,283 | 16,567,902 | -32,372,478 | 16,571,825 | 16,233,473 | 15,886,186 | -31,856,662 | 15,877,592 | |
| Shares (Diluted) | 25,624,750 | 24,314,139 | -42,270,792 | 23,277,567 | 21,599,435 | 19,416,265 | -32,805,033 | 16,657,169 | 16,605,353 | 16,613,373 | -32,430,435 | 16,594,999 | 16,255,278 | 15,931,121 | -31,879,657 | 15,887,871 |
Bilans 17
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $49M | $50M | $49M | $48M | $48M | $40M | $39M | $34M | $34M | $36M | · | $39M | $39M | $34M | · | $34M | |
| PP&E (Gross) | · | · | $73M | · | · | · | $67M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $24M | · | · | · | $28M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $157M | $157M | $137M | $137M | $135M | $128M | $128M | $128M | $127M | $127M | $127M | $130M | $129M | $114M | $114M | $114M | |
| Intangibles | $31M | $33M | $15M | $16M | $17M | $6M | $6M | $7M | $6M | $6M | · | $7M | $7M | $7M | · | $7M | |
| Total Assets | $7.06B | $6.96B | $6.13B | $6.27B | $6.35B | $5.55B | $5.47B | $5.53B | $5.39B | $5.33B | · | $5.22B | $5.09B | $4.58B | · | $4.33B | |
| Short-term Debt | $138M | $32M | $21M | $0 | $0 | $25M | $2M | $114M | $200M | $272M | · | $139M | $112M | $88M | · | · | |
| Total Liabilities | $6.16B | $6.08B | $5.32B | $5.47B | $5.58B | $4.88B | $4.82B | $4.95B | $4.83B | $4.78B | · | $4.69B | $4.56B | $4.07B | · | $3.83B | |
| Total Debt | $138M | $32M | · | $0 | $0 | $25M | · | $114M | $200M | $272M | · | $139M | $112M | $88M | · | · | |
| Common Stock | $26M | $26M | $24M | $24M | $23M | $20M | $20M | $17M | $17M | $17M | · | $17M | $17M | $16M | · | $16M | |
| Paid-in Capital | $662M | $660M | $589M | $588M | $584M | $481M | $480M | $407M | $407M | $406M | · | $405M | $405M | $387M | · | $386M | |
| Retained Earnings | $238M | $222M | $220M | $205M | $192M | $191M | $182M | $172M | $163M | $155M | · | $137M | $131M | $130M | · | $121M | |
| Treasury Stock | $15M | $12M | $12M | $12M | $12M | $10M | $10M | $10M | $10M | $10M | · | $9M | $9M | $5M | · | $5M | |
| AOCI | $-9M | $-8M | $-6M | $-9M | $-12M | $-14M | $-17M | $-13M | $-17M | $-17M | · | $-21M | $-18M | $-17M | · | $-19M | |
| Stockholders' Equity | $902M | $887M | $814M | $796M | $776M | $668M | $655M | $573M | $560M | $551M | $542M | $529M | $526M | $511M | $512M | $499M | |
| Liabilities + Equity | $7.06B | $6.96B | $6.13B | $6.27B | $6.35B | $5.55B | $5.47B | $5.53B | $5.39B | $5.33B | · | $5.22B | $5.09B | $4.58B | · | $4.33B | |
| Shares Outstanding | 25,320,686 | 25,296,763 | 23,047,203 | 23,039,223 | 22,915,194 | 19,362,094 | 19,355,797 | 16,620,174 | 16,580,595 | 16,565,637 | 16,998,929 | 16,580,347 | 16,567,578 | 15,890,011 | 16,094,486 | 15,900,000 |
Przepływy pieniężne 14
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | · | $541.0K | $914.0K | $326.0K | $218.0K | $222.0K | $235.0K | $306.0K | $284.0K | $291.0K | $312.0K | $251.0K | $249.0K | $446.0K | $237.0K | |
| Deferred Tax | $806.0K | $1M | $7M | $6M | $1M | $206.0K | $1M | $258.0K | $-2M | $1M | $-50.0K | $-353.0K | $-2M | $706.0K | $2M | $183.0K | |
| Amort. of Intangibles | $2M | $1M | $930.0K | $944.0K | $744.0K | $428.0K | $471.0K | $460.0K | $425.0K | $428.0K | $491.0K | $484.0K | $461.0K | $344.0K | $496.0K | $514.0K | |
| Operating Cash Flow | $32M | $14M | $13M | $26M | $29M | $13M | $4M | $17M | $18M | $12M | $15M | $14M | $12M | $13M | $18M | $22M | |
| CapEx | $1M | $1M | $2M | $2M | $2M | $3M | $6M | $18.0K | $295.0K | $351.0K | $63.0K | $870.0K | $915.0K | $922.0K | $515.0K | $1M | |
| Investing Cash Flow | $-167M | $34M | $-22M | $3M | $139M | $-37M | $-21M | $-99M | $-23M | $-66M | $-101M | $-108M | $-107M | $-94M | $-212M | $-181M | |
| Debt Issued | · | · | · | · | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | |
| Stock Repurchased | · | · | $246.0K | $226.0K | $2M | $0 | $0 | $0 | $0 | $323.0K | $296.0K | $0 | $5M | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-323.0K | · | · | · | · | · | · | |
| Dividends Paid | $6M | $6M | $5M | $5M | $5M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $80M | $-6M | $-149M | $-108M | $62M | $61M | $-57M | $121M | $43M | $25M | $65M | $118M | $127M | $82M | $160M | $16M | |
| Net Change in Cash | $-55M | $42M | $-158M | $-80M | $230M | $37M | $-74M | $39M | $38M | $-29M | $-21M | $24M | $32M | $2M | $-34M | $-142M | |
| Free Cash Flow | · | $13M | · | · | · | $9M | · | · | · | $12M | · | · | · | $12M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-14M | · | · | · | $505.0K | · | · |
Rentowność 4
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.6% | 13.4% | · | 29.6% | 8.8% | 28.8% | · | 27.1% | 26.7% | 28.7% | · | 21.6% | 11.6% | 27.8% | · | 34.1% | |
| Pretax Margin | 36.3% | 17.4% | · | 39.2% | 7.9% | 35.2% | · | 32.8% | 32.4% | 34.8% | · | 26.9% | 11.9% | 34.2% | · | 42.1% | |
| ROA | 0.32% | 0.14% | · | 0.31% | 0.08% | 0.25% | · | 0.23% | 0.22% | 0.24% | · | 0.19% | 0.10% | 0.24% | · | 0.40% | |
| ROE | 2.6% | 1.1% | · | 2.7% | 0.71% | 2.2% | · | 2.2% | 2.2% | 2.3% | · | 1.8% | 0.95% | 2.2% | · | 3.6% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.2 | 0.4 | 0.5 | · | 0.3 | 0.2 | 0.2 | · | · |
Efektywność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Wycena (TTM) 11
| 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 | $257M | $229M | · | $209M | $192M | $179M | · | $175M | $171M | $167M | · | $170M | $168M | $167M | · | $161M | |
| Net Income TTM | $53M | $46M | · | $49M | $43M | $50M | · | $45M | $38M | $37M | · | $41M | $44M | $50M | · | $40M | |
| Market Cap | $882M | $814M | · | $660M | $646M | $502M | · | $496M | $364M | $331M | · | $334M | $366M | $407M | · | $457M | |
| P/E | 15.7 | 15.5 | · | 11.6 | 11.8 | 9.0 | · | 10.9 | 9.6 | 8.8 | · | 8.0 | 8.1 | 8.1 | · | 0.5 | |
| P/S | 3.4 | 3.6 | · | 3.2 | 3.4 | 2.8 | · | 2.8 | 2.1 | 2.0 | · | 2.0 | 2.2 | 2.4 | · | 2.8 | |
| P/B | 1.0 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 0.7 | 0.8 | · | 0.9 | |
| P / Tangible Book | 1.2 | 1.2 | · | 1.0 | 1.0 | 0.9 | · | 1.1 | 0.9 | 0.8 | · | 0.9 | 0.9 | 1.0 | · | 1.2 | |
| P / Cash Flow | · | 56.3 | · | · | · | 43.5 | · | · | · | 26.7 | · | · | · | 31.4 | · | · | |
| P / FCF | · | 62.4 | · | · | · | 56.9 | · | · | · | 27.5 | · | · | · | 33.8 | · | · | |
| Earnings Yield | 6.4% | 6.5% | · | 8.6% | 8.4% | 11.2% | · | 9.2% | 10.4% | 11.4% | · | 12.5% | 12.4% | 12.3% | · | 182.6% | |
| Payout Ratio | · | 71.6% | · | · | · | 28.2% | · | · | · | 27.3% | · | · | · | 28.3% | · | · |
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 | |
|---|---|---|---|---|---|
| Zysk netto | $56M | $49M | $37M | $55M | $29M |
| Rozwodniony EPS | $2.55 | $2.90 | $2.29 | $3.44 | $2.71 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.0 | 0.0 | 0.4 | 0.2 | — |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $72M | $44M | $49M | $56M | $62M |
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 154 emitenci · $408.2M 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 |
|---|---|---|---|---|
| 26 (+1 vs poprzedni kw.) | 18 (+9 vs poprzedni kw.) | 51 (-4 vs poprzedni kw.) | 27 (0 vs poprzedni kw.) | +1.3M |
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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $80 380 792 | 2 307 141 | 19,69% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $34 816 483 | 999 325 | 8,53% | Akcje |
| VANGUARD GROUP INC | $33 068 313 | 1 066 032 | 8,10% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $29 851 609 | 856 820 | 7,31% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $26 603 556 | 827 225 | 6,52% | Akcje |
| STATE STREET CORP | $24 254 598 | 696 171 | 5,94% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $17 320 719 | 497 004 | 4,24% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $12 391 508 | 355 669 | 3,04% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 429 202 | 270 643 | 2,31% | Akcje |
| BANC FUNDS CO LLC | $7 246 093 | 207 982 | 1,78% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6 732 238 | 193 233 | 1,65% | Akcje |
| Petiole USA ltd | $6 703 599 | 192 411 | 1,64% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6 404 986 | 183 840 | 1,57% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5 712 227 | 163 956 | 1,40% | Akcje |
| EMERALD MUTUAL FUND ADVISERS TRUST | $5 658 399 | 162 411 | 1,39% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $5 132 071 | 147 304 | 1,26% | Akcje |
| PNC Financial Services Group, Inc. | $4 698 348 | 134 855 | 1,15% | Akcje |
| CITADEL ADVISORS LLC | $4 644 590 | 133 312 | 1,14% | Akcje |
| Qube Research & Technologies Ltd | $4 622 536 | 132 679 | 1,13% | Akcje |
| DEPRINCE RACE & ZOLLO INC | $4 420 456 | 137 452 | 1,08% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $4 000 921 | 114 837 | 0,98% | Akcje |
| Empowered Funds, LLC | $3 914 379 | 112 353 | 0,96% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3 905 808 | 112 107 | 0,96% | Akcje |
| GENDELL JEFFREY L | $3 772 162 | 108 271 | 0,92% | Akcje |
| ROYCE & ASSOCIATES LP | $3 708 962 | 106 457 | 0,91% | Akcje |
| De Lisle Partners LLP | $3 238 240 | 92 824 | 0,79% | Akcje |
| Bank of New York Mellon Corp | $2 667 420 | 76 562 | 0,65% | Akcje |
| GOLDMAN SACHS GROUP INC | $2 634 392 | 75 614 | 0,65% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $2 287 316 | 65 652 | 0,56% | Akcje |
| Russell Investments Group, Ltd. | $2 084 199 | 59 822 | 0,51% | Akcje |
| Rhino Investment Partners, Inc | $2 070 158 | 59 419 | 0,51% | Akcje |
| MANGROVE PARTNERS IM, LLC | $1 996 332 | 57 300 | 0,49% | Akcje |
| RKL Wealth Management LLC | $1 924 209 | 55 230 | 0,47% | Akcje |
| Minerva Advisors LLC | $1 887 527 | 54 177 | 0,46% | Akcje |
| BARCLAYS PLC | $1 786 665 | 51 282 | 0,44% | Akcje |
| BANK OF AMERICA CORP /DE/ | $1 738 063 | 49 887 | 0,43% | Akcje |
| Wilmington Savings Fund Society, FSB | $1 721 096 | 49 400 | 0,42% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $1 669 150 | 47 909 | 0,41% | Akcje |
| Curi Capital, LLC | $1 386 493 | 39 796 | 0,34% | Akcje |
| FIRST MANHATTAN CO. LLC. | $1 211 979 | 34 787 | 0,30% | Akcje |
| EMERALD ADVISERS, LLC | $1 124 461 | 32 275 | 0,28% | Akcje |
| Oppenheimer & Close, LLC | $1 113 138 | 31 950 | 0,27% | Akcje |
| RHUMBLINE ADVISERS | $984 255 | 28 251 | 0,24% | Akcje |
| ExodusPoint Capital Management, LP | $959 737 | 27 547 | 0,24% | Akcje |
| GRACE & WHITE INC /NY | $951 968 | 27 324 | 0,23% | Akcje |
| Wharton Business Group, LLC | $944 443 | 27 108 | 0,23% | Akcje |
| D. E. Shaw & Co., Inc. | $902 251 | 25 897 | 0,22% | Akcje |
| AdvisorNet Financial, Inc | $901 171 | 25 866 | 0,22% | Akcje |
| KENNEDY INVESTMENT GROUP, INC. | $878 747 | 25 222 | 0,22% | Akcje |
| Vanguard Global Advisers, LLC | $751 429 | 21 568 | 0,18% | Akcje |
| DEUTSCHE BANK AG\ | $735 751 | 21 118 | 0,18% | Akcje |
| Quantinno Capital Management LP | $722 338 | 20 733 | 0,18% | Akcje |
| CNB Bank | $701 678 | 20 140 | 0,17% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $694 919 | 19 946 | 0,17% | Akcje |
| XTX Topco Ltd | $693 211 | 19 897 | 0,17% | Akcje |
| Squarepoint Ops LLC | $645 097 | 18 516 | 0,16% | Akcje |
| SEI INVESTMENTS CO | $591 130 | 16 967 | 0,14% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $570 112 | 16 364 | 0,14% | Akcje |
| MARSHALL WACE, LLP | $537 791 | 15 436 | 0,13% | Akcje |
| Summit Trail Advisors, LLC | $533 609 | 15 316 | 0,13% | Akcje |
| FRANKLIN RESOURCES INC | $503 055 | 14 439 | 0,12% | Akcje |
| CHOREO, LLC | $463 755 | 13 311 | 0,11% | Akcje |
| Mystic Asset Management, Inc. | $460 585 | 13 220 | 0,11% | Akcje |
| Rafferty Asset Management, LLC | $455 742 | 13 081 | 0,11% | Akcje |
| NEW WAVE WEALTH ADVISORS LLC | $442 015 | 12 687 | 0,11% | Akcje |
| MetLife Investment Management, LLC | $441 353 | 12 668 | 0,11% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $440 448 | 12 642 | 0,11% | Akcje |
| Brandywine Global Investment Management, LLC | $429 317 | 13 840 | 0,11% | Akcje |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $421 425 | 12 096 | 0,10% | Akcje |
| CWM, LLC | $404 155 | 12 567 | 0,10% | Akcje |
| AMERIPRISE FINANCIAL INC | $397 176 | 11 400 | 0,10% | Akcje |
| BlackRock, Inc. | $376 586 | 10 809 | 0,09% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $354 567 | 10 177 | 0,09% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $347 355 | 9 970 | 0,09% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $337 077 | 9 675 | 0,08% | Akcje |
| MARTINGALE ASSET MANAGEMENT L P | $324 012 | 9 300 | 0,08% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $321 225 | 9 220 | 0,08% | Akcje |
| FIRST TRUST ADVISORS LP | $312 375 | 8 966 | 0,08% | Akcje |
| Invesco Ltd. | $298 823 | 8 577 | 0,07% | Akcje |
| Aquatic Capital Management LLC | $292 099 | 8 384 | 0,07% | Akcje |
| Mariner, LLC | $277 849 | 7 975 | 0,07% | Akcje |
| OSAIC HOLDINGS, INC. | $276 747 | 7 942 | 0,07% | Akcje |
| PEAK6 LLC | $264 784 | 7 600 | 0,06% | Opcja kupna |
| Sequoia Financial Advisors, LLC | $259 733 | 7 455 | 0,06% | Akcje |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $252 520 | 7 248 | 0,06% | Akcje |
| Bare Financial Services, Inc | $250 465 | 7 189 | 0,06% | Akcje |
| Sandbox Financial Partners, LLC | $245 869 | 7 645 | 0,06% | Akcje |
| CITADEL ADVISORS LLC | $243 880 | 7 000 | 0,06% | Opcja kupna |
| Police & Firemen's Retirement System of New Jersey | $238 027 | 6 832 | 0,06% | Akcje |
| Fischer Financial Services, Inc. | $233 993 | 6 716 | 0,06% | Akcje |
| INTECH INVESTMENT MANAGEMENT LLC | $220 990 | 6 343 | 0,05% | Akcje |
| US BANCORP \DE\ | $218 168 | 6 262 | 0,05% | Akcje |
| Campbell & CO Investment Adviser LLC | $211 305 | 6 065 | 0,05% | Akcje |
| Savant Capital, LLC | $204 901 | 5 968 | 0,05% | Akcje |
| Fulton Bank, N.A. | $203 535 | 5 842 | 0,05% | Akcje |
| MERCER GLOBAL ADVISORS INC /ADV | $130 405 | 3 743 | 0,03% | Akcje |
| Nuveen, LLC | $120 059 | 3 446 | 0,03% | Akcje |
| NORTHERN TRUST CORP | $119 048 | 3 417 | 0,03% | Akcje |
| Palouse Capital Management, Inc. | $90 027 | 2 584 | 0,02% | Akcje |
| Legal & General Group Plc | $73 234 | 2 102 | 0,02% | Akcje |
Insiderzy spółki 54 insiderów · 18 dyrektorzy generalni · 32 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Rory G Ritrievi | President and CEO | 1 czerwca 2026 F | 63 760 | 0 | 0 | $0 |
| Alan W Dakey | President & CEO | 25 sierpnia 2008 P | 14 252 | 0 | 0 | $0 |
| Justin T. Webb | Chief Financial Officer | 1 kwietnia 2025 A | 6 331 | 0 | 0 | $0 |
| Allison Johnson | SEVP and CFO | 1 kwietnia 2023 A | 5 562 | 0 | 0 | $0 |
| Donald Holt | Interim CFO | 15 września 2021 A | 500 | 0 | 0 | $0 |
| Michael D Peduzzi | SEVP/CFO | 1 czerwca 2021 A | 3 015 | 0 | 0 | $0 |
| Jordan D Space | Chief Operating Officer | 1 kwietnia 2025 A | 4 775 | 0 | 0 | $0 |
| Kenneth John Stephon | Chief Corp Development Officer | 16 maja 2025 F | 40 062 | 0 | 0 | $0 |
| Heather R Hall | Chief Lending Officer | 1 kwietnia 2025 A | 3 820 | 0 | 0 | $0 |
| Zachary C Miller | Chief Risk Officer | 1 kwietnia 2025 A | 1 425 | 0 | 0 | $0 |
| Joan E Dickinson | Chief Retail Officer | 1 kwietnia 2025 A | 3 820 | 0 | 0 | $0 |
| Joseph L Paese | Dir. Trust, Wealth Mgmt | 1 kwietnia 2025 A | 2 320 | 0 | 0 | $0 |
| Scott W Micklewright | Chief Revenue Officer | 1 kwietnia 2025 A | 6 331 | 0 | 0 | $0 |
| Margaret E Steinour | FSVP/Chief Admin Officer | 1 kwietnia 2022 A | 1 599 | 0 | 0 | $0 |
| Kelly K Neiderer | EVP and Chief Retail Officer | 25 lipca 2018 A | 6 904 | 0 | 0 | $0 |
| Edward P. Williams | Interim PFO | 9 lutego 2016 P | 1 511 | 0 | 0 | $0 |
| Kevin W Laudenslager | Vice President and Treasurer | 21 listopada 2013 J | 2 209 | 0 | 0 | $0 |
| Eugene F Shaffer | Chairman of the Issuer & Sub | 27 maja 2005 S | 37 345 | 0 | 0 | $0 |
| Kimberly J Brumbaugh | Dyrektor | 30 czerwca 2026 P | 12 659 | 1 | 0 | $2 508 |
| Albert J. Evans | Dyrektor | 30 czerwca 2026 P | 41 862 | 1 | 0 | $9 999 |
| Joel L. Frank | Dyrektor | 30 czerwca 2026 P | 11 460 | 1 | 0 | $2 508 |
| Robert A Abel | Dyrektor | 30 czerwca 2026 P | 9 762 | 1 | 0 | $523 |
| Matthew G De Soto | Dyrektor | 30 czerwca 2026 P | 119 131 | 1 | 0 | $9 999 |
| Theodore W Mowery | Dyrektor | 30 czerwca 2026 P | 42 659 | 4 | 0 | $8 005 |
| Thomas R Brugger | Dyrektor | 6 marca 2026 P | 66 | 2 | 0 | $25 644 |
| John E Noone | Dyrektor | 29 lipca 2025 P | 3 200 | 0 | 0 | $0 |
| Brian Arden Hudson Sr. | Dyrektor | 8 maja 2025 S | 6 914 | 0 | 0 | $0 |
| Bruce A Kiefer | Dyrektor | 1 kwietnia 2025 A | 1 945 | 0 | 0 | $0 |
| Maureen M. Gathagan | Dyrektor | 1 kwietnia 2025 A | 1 945 | 0 | 0 | $0 |
| Robert C Grubic | Dyrektor | 28 marca 2024 P | 61 869 | 0 | 0 | $0 |
| Frank Gumina JR | Dyrektor | 30 stycznia 2024 P | 19 000 | 0 | 0 | $0 |
| David E Sparks | Dyrektor | 1 czerwca 2023 A | 1 760 | 0 | 0 | $0 |
| Noble C Quandel JR | Dyrektor | 31 marca 2023 P | 84 427 | 0 | 0 | $0 |
| Gregory M Kerwin | Dyrektor | 31 marca 2023 P | 38 702 | 0 | 0 | $0 |
| Howard R. Greenawalt | Dyrektor | 1 kwietnia 2022 A | 1 133 | 0 | 0 | $0 |
| Donald F. Kiefer | Dyrektor | 1 kwietnia 2022 A | 1 836 | 0 | 0 | $0 |
| Alan P. Novak | Dyrektor | 31 grudnia 2021 P | 5 269 | 0 | 0 | $0 |
| Robert J Moisey | Dyrektor | 31 grudnia 2021 P | 22 261 | 0 | 0 | $0 |
| Robert E Klinger | Dyrektor | 31 grudnia 2021 P | 13 021 | 0 | 0 | $0 |
| Steven T Boyer | Dyrektor | 31 grudnia 2021 P | 9 363 | 0 | 0 | $0 |
| Joseph D. Kerwin | Dyrektor | 15 grudnia 2021 P | 49 585 | 0 | 0 | $0 |
| Paula M. Cherry | Dyrektor | 30 listopada 2021 A | 10 798 | 0 | 0 | $0 |
| Patrick M. Smith | Dyrektor | 1 czerwca 2021 A | 940 | 0 | 0 | $0 |
| William Kendall Poole | Dyrektor | 1 czerwca 2021 A | 440 | 0 | 0 | $0 |
| Vincent J Land | Dyrektor | 1 marca 2015 A | 75 627 | 0 | 0 | $0 |
| Donald E Sauve | Dyrektor | 10 sierpnia 2007 P | 3 042 | 0 | 0 | $0 |
| William A Specht III | — | 1 kwietnia 2026 A | 1 700 | 0 | 0 | $0 |
| Terrence M. Monteverde | — | 5 maja 2011 P | 1 870 | 0 | 0 | $0 |
| James A Durica | — | 27 sierpnia 2010 J | 4 493 | 0 | 0 | $0 |
| Jere M Coxon | — | 2 sierpnia 2010 P | 53 607 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 5 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 |
|---|---|---|---|---|---|
| GAH Capital, LLC, GAH Capital Trust, Philip A. Norcross, individually and in his capacity as Manager and Trustee | 1 maja 2026 | 9,69% | Aneks | — | SEC |
| General American Capital, LLC, Indiana Pacific General Trust, Susan D. Hudson, in her capacity as Manager and a Trustee, Philip A. Norcross, individually and in his capacity as Assistant Manager and Trustee ×5 zgłoszenia | 20 marca 2026 | 9,69% | Aneks | — | SEC |
| Susan D. Hudson, in her capacity as Manager and a Trustee, General American Capital, LLC, Indiana Pacific General Trust, Philip A. Norcross, individually and in his capacity as Assistant Manager and Trustee | 3 kwietnia 2025 | 7,29% | Aneks | — | SEC |
| Lawrence Keister & Company, Marilyn K. Andras, Lawrence J. Kiefer, Donald F. Kiefer | 18 września 2018 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 18 stycznia 2018 | — | Pierwotne zgłoszenie | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Posiadanie ETF-ów Posiadane przez 38 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0,43% | 23 881 SH | 8 sierpnia 2026 | Dziennie |
| IWC · iShares Trust | 0,19% | 73 760 SH | 8 sierpnia 2026 | Dziennie |
| DPST · Direxion Shares ETF Trust | 0,08% | 12 183 NS | 30 kwietnia 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 47 026 NS | 31 maja 2026 | N-PORT |
| IWN · iShares Trust | 0,05% | 203 122 SH | 8 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 13 350 SH | 8 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 18 782 SH | 8 sierpnia 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,04% | 94 372 NS | 30 kwietnia 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,03% | 240 406 NS | 31 maja 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 545 574 SH | 8 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1 924 SH | 8 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 16 494 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 124 800 SH | 8 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,02% | 83 425 NS | 30 kwietnia 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 8 491 NS | 30 kwietnia 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 5 823 NS | 31 maja 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 74 542 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 918 NS | 31 maja 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 100 229 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 261 724 SH | 8 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,01% | 34 312 SH | 8 sierpnia 2026 | Dziennie |
| UWM · ProShares Trust | 0,01% | 719 NS | 31 maja 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 730 NS | 31 maja 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 517 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 765 NS | 31 maja 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 18 NS | 31 maja 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 280 NS | 30 kwietnia 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6 243 NS | 30 kwietnia 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 21 558 NS | 30 kwietnia 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 33 572 SH | 8 sierpnia 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,00% | 7 376 NS | 30 kwietnia 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 5 693 SH | 8 sierpnia 2026 | Dziennie |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 3 706 NS | 31 maja 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 540 NS | 30 kwietnia 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 12 019 NS | 31 maja 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 17 NS | 31 maja 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 715 285 SH | 8 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 989 SH | 8 sierpnia 2026 | Dziennie |