NBTB NBT Bancorp Inc. - Common Stock
$53,19
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 7, 2026
Zakres 52 tyg.
$39–$54
91% of range
Ocena Analityków
HOLD
13 analysts
Cena Docelowa
$57
+7% upside
P/E (TTM)
12.5
ROE
9.1%
Marża Zysku Netto
92.5%
O NBT Bancorp Inc. - Common Stock Przegląd firmy z Wikipedii
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
Czytaj więcej
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
History
Founded in 1856 by Warren Newton (former contractor for the Erie and Chenango canals), Isaac Newton (Warren's brother), and James H. Smith (NBT Bank's first President), NBT Bank was first a state-chartered bank called the Bank of Norwich. The bank's first board meeting was held on March 3, 1856 at the law office of Warren and Isaac Newton. The bank opened for business on July 15, 1856 in a storefront on South Main Street.
On June 28, 1865, the bank received a national charter (which it holds to this day) and changed its name to the National Bank of Norwich. In 1918, NBT Bank was one of the first national banks in New York State to apply for and receive trust powers under a Federal Reserve Act and established a Trust Department. In 1925, NBT Bank changed its name a second time to better reflect its expanded services. Over the years, the area served by NBT Bank expanded and in 1989 the bank changed its name for the third time to The National Bank and Trust Company without "of Norwich." In 1995, the bank changed its name for the fourth time to NBT Bank, N.A. (The "N.A." stands for "National Association" and is used primarily in formal or legal contexts.) At the same time, NBT Bank introduced its current logo featuring a blue star and red lettering.
In 2016, NBT Bank celebrated its 160th year in business and published an updated history of the bank to commemorate this milestone.
Mergers and acquisitions
NBT Bank completed its first acquisitions in the 1930s. Since that time, the bank has continued to grow through bank and branch acquisitions as well as through organic expansion.
Since 2000, NBT Bank acquired the following banks: LA Bank based in Scranton, Pennsylvania in 2000; Pioneer American Bank based in Carbondale, Pennsylvania in 2000; First National Bank of Northern New York based in Norfolk, New York in 2001; Central National Bank based in Canajoharie, New York in 2001; City National Bank and Trust Company based in Gloversville, New York in 2005; Hampshire First Bank based in Manchester, New Hampshire in 2012; and Alliance Bank based in Syracuse, New York in 2013. The merger with Alliance Bank was completed on March 8, 2013 and is NBT Bank's largest to date. In December 2022, NBT announced that it will acquire the Connecticut-based Salisbury Bancorp in an equity transaction valued at $204 million. The deal for Salisbury Bancorp closed in August 2023 for $204 million and Salisbury Bank President and CEO Richard J. Cantele Jr. was named to the NBT Bank board of directors and executive management team.
NBT acquired Evans Bank of Williamsville, NY on May 2, 2025. The merger extended NBT’s branch network into the Western Region of New York with the addition of 14 banking offices in the Buffalo area and 4 locations in greater Rochester.
Naming rights
NBT Bank owns the naming rights to NBT Bank Stadium in Syracuse, New York.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
NBTB Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$53.19
Kapitalizacja Rynkowa
—
P/E (TTM)
12.5
EPS (TTM)
$3.33
Przychody (TTM)
$183M
Stopa dywidendy
—
ROE
9.1%
D/E Dług/Kapitał
0.1
Zakres 52 tyg.
$39 – $55
NBTB 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
$183M
2021-12-31
→
2025-12-31
EPS
$3.33
2021-12-31
→
2025-12-31
Wolny przepływ pieniężny
$219M
2021-12-31
→
2025-12-31
Marże
92.5%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
NBTB
Mediana porównawcza
P/E (TTM)
12.5
13.0
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
NBTB
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
92.5%
27.6%
ROA
1.1%
1.0%
ROE
9.1%
9.2%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
NBTB
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
0.1
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
NBTB
Mediana porównawcza
Revenue YoY (Przychody R/R)
10.4%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
6.7%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
5.4%
—
EPS YoY
12.1%
—
Net Income YoY (Zysk Netto R/R)
20.3%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
NBTB
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
42.9%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
—
Wskaźnik Wypłaty Dywidendy
42.9%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 1 czerwca 2026 | $0,3700 |
| 2 marca 2026 | $0,3700 |
| 1 grudnia 2025 | $0,3700 |
| 29 sierpnia 2025 | $0,3700 |
| 2 czerwca 2025 | $0,3400 |
| 3 marca 2025 | $0,3400 |
| 2 grudnia 2024 | $0,3400 |
| 30 sierpnia 2024 | $0,3400 |
| 3 czerwca 2024 | $0,3200 |
| 29 lutego 2024 | $0,3200 |
| 30 listopada 2023 | $0,3200 |
| 31 sierpnia 2023 | $0,3200 |
| 31 maja 2023 | $0,3000 |
| 28 lutego 2023 | $0,3000 |
| 30 listopada 2022 | $0,3000 |
| 31 sierpnia 2022 | $0,3000 |
| 31 maja 2022 | $0,2800 |
| 28 lutego 2022 | $0,2800 |
| 30 listopada 2021 | $0,2800 |
| 31 sierpnia 2021 | $0,2800 |
NBTB Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
13 analityków
- Mocne kupno 2 15,4%
- Kup 5 38,5%
- Trzymaj 6 46,2%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
6 analityków · 2026-08-19
Mediana
$56.00
Średnia
$56.83
← Poniżej wszystkich celów
$53.19
Niski
$54.00
Wysoki
$62.00
Średni cel
$56.00
+5,3%
Średnia cel
$56.83
+6,8%
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 | $1.01 | $1.04 | -0.03% |
| 31 marca 2026 | $0.97 | $1.00 | -0.03% |
| 31 grudnia 2025 | $1.05 | $1.01 | 0.04% |
| 30 września 2025 | $1.05 | $0.99 | 0.06% |
| 30 czerwca 2025 | $0.88 | $0.83 | 0.05% |
| 31 marca 2025 | $0.80 | $0.76 | 0.04% |
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 |
|---|---|---|---|---|---|---|
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | — |
| FBK | $2.89B | 22.8 | 22.9% | 21.9% | 7.0% | — |
| TRMK | $2.30B | 10.5 | 42.6% | 28.0% | 10.7% | — |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | — |
| CUBI | — | — | — | — | — | — |
| FRME | — | — | — | — | — | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Interest Expense | · | · | $145M | $22M | $19M | $33M | $56M | $39M | $26M | $23M | |
| Interest Income | $711M | $612M | $523M | $384M | $340M | $348M | $368M | $344M | $309M | $287M | |
| Pretax Income | $219M | $179M | $153M | $196M | $200M | $133M | $155M | $137M | $128M | $119M | |
| Income Tax | $50M | $39M | $35M | $44M | $45M | $29M | $34M | $24M | $46M | $40M | |
| Net Income | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| EPS (Basic) | $3.34 | $2.98 | $2.67 | $3.54 | $3.57 | $2.39 | $2.76 | $2.58 | $1.89 | $1.81 | |
| EPS (Diluted) | $3.33 | $2.97 | $2.65 | $3.52 | $3.54 | $2.37 | $2.74 | $2.56 | $1.87 | $1.80 | |
| Shares (Basic) | 50,651,000 | 47,165,000 | 44,528,000 | 42,917,000 | 43,421,000 | 43,693,000 | 43,815,000 | 43,701,000 | 43,575 | 43,244 | |
| Shares (Diluted) | 50,875,000 | 47,433,000 | 44,770,000 | 43,181,000 | 43,719,000 | 43,989,000 | 44,124,000 | 44,020,000 | 43,905 | 43,622 |
Bilans 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $673M | $217M | $181M | $160M | $149M | |
| PP&E (Net) | $99M | $81M | $81M | $69M | $72M | $74M | $76M | $79M | $81M | $84M | |
| PP&E (Gross) | $280M | $253M | $243M | $190M | $184M | $180M | $180M | $177M | $179M | $177M | |
| Accum. Depreciation | $181M | $172M | $163M | $121M | $112M | $106M | $104M | $98M | $98M | $93M | |
| Goodwill | $453M | $363M | $362M | $281M | $281M | $281M | $275M | $275M | $268M | $265M | |
| Intangibles | $58M | $36M | $40M | $7M | $9M | $12M | $12M | $16M | $13M | $16M | |
| Total Assets | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B | |
| Short-term Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Total Liabilities | $14.10B | $12.26B | $11.88B | $10.57B | $10.76B | $9.75B | $8.60B | $8.54B | $8.18B | $7.95B | |
| Long-term Debt | · | · | · | · | · | · | · | $74M | $89M | $104M | |
| Total Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Common Stock | $591.0K | $540.0K | $540.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | |
| Paid-in Capital | $965M | $743M | $741M | $578M | $577M | $578M | $577M | $575M | $574M | $575M | |
| Retained Earnings | $1.20B | $1.10B | $1.02B | $958M | $856M | $749M | $696M | $621M | $544M | $502M | |
| Treasury Stock | $183M | $175M | $177M | $173M | $160M | $140M | $134M | $136M | $138M | $142M | |
| AOCI | $-83M | $-142M | $-161M | $-190M | $-23M | $417.0K | $-19M | $-43M | $-22M | $-22M | |
| Stockholders' Equity | $1.90B | $1.53B | $1.43B | $1.17B | $1.25B | $1.19B | $1.12B | $1.02B | $958M | $913M | |
| Liabilities + Equity | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $6M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $24M | $9M | $6M | $-20M | $864.0K | $-17M | $-2M | $3M | $4M | $4M | |
| Amort. of Intangibles | $12M | $8M | $5M | $2M | $3M | $3M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $235M | $189M | $157M | $183M | $159M | $145M | $153M | $148M | $137M | $111M | |
| CapEx | $16M | $12M | $9M | $7M | $8M | $8M | $7M | $7M | $7M | $3M | |
| Investing Cash Flow | $169M | $-399M | $-44M | $-926M | $-548M | $-713M | $-64M | $-418M | $-305M | $-630M | |
| Debt Issued | · | · | · | · | · | · | $11M | $25M | $25M | $24M | |
| Net Debt Issued | · | · | · | · | · | · | $-10M | $-15M | $-15M | $-26M | |
| Stock Repurchased | $10M | $251.0K | $5M | $15M | $22M | $8M | $0 | $0 | $0 | $17M | |
| Net Stock Activity | $-10M | $-251.0K | $-5M | $-15M | $-22M | $-8M | · | $0 | $0 | $-17M | |
| Dividends Paid | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M | |
| Financing Cash Flow | $-201M | $289M | $-105M | $-329M | $985M | $1.02B | $-53M | $291M | $179M | $528M | |
| Net Change in Cash | · | · | · | · | · | · | · | $21M | $10M | $9M | |
| Taxes Paid | $25M | $23M | $28M | $63M | $46M | $46M | $28M | $32M | $34M | $41M | |
| Free Cash Flow | $219M | $177M | $148M | $176M | $150M | $134M | $147M | $140M | $130M | $106M | |
| Levered FCF | · | · | $36M | $159M | $135M | $109M | $103M | $109M | $114M | $91M |
Rentowność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 92.5% | 84.9% | 82.1% | 100.9% | 102.6% | 74.1% | 90.0% | 89.3% | 20.3% | 20.6% | |
| Pretax Margin | 120.0% | 108.3% | 106.0% | 130.2% | 132.3% | 94.4% | 115.6% | 108.7% | 31.7% | 31.2% | |
| ROA | 1.1% | 1.0% | 0.95% | 1.3% | 1.4% | 1.0% | 1.3% | 1.2% | 0.91% | 0.92% | |
| ROE | 9.1% | 9.2% | 8.5% | 13.1% | 12.4% | 8.9% | 10.9% | 11.2% | 8.6% | 8.6% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.3 | 0.5 | 0.1 | 0.1 | 0.6 | 0.9 | 0.8 | 0.7 |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.4% | 14.5% | -3.9% | -0.23% | 7.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.7% | 3.1% | 0.90% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 12.1% | 12.1% | -24.7% | -0.56% | 49.4% | · | · | · | · | · | |
| EPS CAGR 3Y | -1.8% | -5.7% | 3.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.0% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.3% | 18.4% | -21.9% | -1.9% | 48.4% | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.6% | -3.2% | 4.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.2% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 6
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Net Income TTM | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| P/E | 12.5 | 16.1 | 15.8 | 12.3 | 10.9 | 13.5 | 14.8 | 13.5 | 19.7 | 23.3 | |
| Earnings Yield | 8.0% | 6.2% | 6.3% | 8.1% | 9.2% | 7.4% | 6.8% | 7.4% | 5.1% | 4.3% | |
| Payout Ratio | 42.9% | 44.3% | 47.0% | 32.7% | 30.8% | 45.2% | 38.0% | 38.4% | 48.8% | 49.6% | |
| Annual Payout | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M |
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 | · | · | · | · | · | · | · | · | · | $52M | · | $42M | $32M | $19M | · | $5M | |
| Interest Income | $186M | $183M | $189M | $190M | $178M | $154M | $158M | $156M | $151M | $147M | $151M | $137M | $121M | $114M | $109M | $99M | |
| Pretax Income | $69M | $67M | $70M | $72M | $31M | $47M | $46M | $49M | $42M | $43M | $40M | $32M | $39M | $43M | $47M | $50M | |
| Income Tax | $16M | $16M | $14M | $17M | $8M | $10M | $10M | $11M | $9M | $9M | $9M | $7M | $9M | $10M | $11M | $11M | |
| Net Income | $53M | $51M | $56M | $54M | $23M | $37M | $36M | $38M | $33M | $34M | $30M | $25M | $30M | $34M | $36M | $39M | |
| EPS (Basic) | $1.02 | $0.98 | $1.07 | $1.04 | $0.45 | $0.78 | $0.76 | $0.81 | $0.69 | $0.72 | $0.65 | $0.54 | $0.70 | $0.78 | $0.84 | $0.91 | |
| EPS (Diluted) | $1.02 | $0.98 | $1.09 | $1.03 | $0.44 | $0.77 | $0.77 | $0.80 | $0.69 | $0.71 | $0.63 | $0.54 | $0.70 | $0.78 | $0.84 | $0.90 | |
| Shares (Basic) | 51,981,000 | 52,123,000 | -99,594,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,313,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,434,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,907,000 | 42,838,000 | |
| Shares (Diluted) | 51,981,000 | 52,123,000 | -99,370,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,045,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,192,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,643,000 | 42,838,000 |
Bilans 16
| 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) | $98M | $100M | $99M | $99M | $96M | $82M | $81M | $80M | $79M | $80M | · | $83M | $67M | $68M | · | $69M | |
| PP&E (Gross) | · | · | $280M | · | · | · | $253M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $181M | · | · | · | $172M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $453M | $453M | $453M | $454M | $454M | $363M | $363M | $362M | $362M | $362M | $362M | $360M | $281M | $281M | $281M | $281M | |
| Intangibles | $51M | $54M | $58M | $61M | $64M | $34M | $36M | $36M | $37M | $39M | $40M | $43M | $6M | $7M | $7M | $8M | |
| Total Assets | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | $13.31B | $13.83B | $11.89B | $11.84B | $11.74B | $11.64B | |
| Short-term Debt | $316M | $118M | $148M | $139M | $113M | $86M | $163M | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Total Liabilities | $14.27B | $14.29B | $14.10B | $14.26B | $14.21B | $12.30B | $12.26B | $12.32B | $12.04B | $12.00B | · | $12.46B | $10.68B | $10.63B | · | $10.48B | |
| Total Debt | $316M | $118M | · | $139M | $113M | $86M | · | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Common Stock | $591.0K | $591.0K | $591.0K | $591.0K | $591.0K | $540.0K | $540.0K | $540.0K | $540.0K | $540.0K | · | $540.0K | $497.0K | $497.0K | · | $497.0K | |
| Paid-in Capital | $966M | $966M | $965M | $964M | $963M | $741M | $743M | $743M | $742M | $741M | · | $741M | $578M | $578M | · | $578M | |
| Retained Earnings | $1.26B | $1.23B | $1.20B | $1.16B | $1.13B | $1.12B | $1.10B | $1.08B | $1.06B | $1.04B | · | $1.01B | $997M | $980M | · | $935M | |
| Treasury Stock | $196M | $194M | $183M | $173M | $174M | $175M | $175M | $176M | $176M | $176M | · | $177M | $175M | $173M | · | $173M | |
| AOCI | $-89M | $-87M | $-83M | $-99M | $-109M | $-122M | $-142M | $-126M | $-163M | $-164M | $-161M | $-208M | $-190M | $-174M | $-190M | $-184M | |
| Stockholders' Equity | $1.94B | $1.91B | $1.90B | $1.85B | $1.81B | $1.57B | $1.53B | $1.52B | $1.46B | $1.44B | $1.43B | $1.36B | $1.21B | $1.21B | $1.17B | $1.16B | |
| Liabilities + Equity | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | · | $13.83B | $11.89B | $11.84B | · | $11.64B |
Przepływy pieniężne 12
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $871.0K | $3M | $647.0K | $2M | $873.0K | $2M | $837.0K | $964.0K | $2M | $2M | $965.0K | $825.0K | $847.0K | $2M | $581.0K | $670.0K | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $458.0K | $536.0K | $538.0K | $544.0K | |
| Operating Cash Flow | $62M | $53M | $66M | $81M | $46M | $42M | $49M | $52M | $51M | $37M | $36M | $55M | $45M | $22M | $30M | $51M | |
| CapEx | $1M | $4M | $4M | $6M | $2M | $4M | $4M | $4M | $1M | $2M | $3M | $3M | $1M | $1M | $2M | $2M | |
| Investing Cash Flow | $-429M | $-6M | $-36M | $-14M | $332M | $-113M | $-148M | $-58M | $-180M | $-13M | $48M | $67M | $-83M | $-76M | $-227M | $-142M | |
| Stock Repurchased | $3M | $11M | $10M | $0 | $0 | $0 | $0 | $0 | $188.0K | $63.0K | $0 | $2M | $3M | $0 | $0 | $0 | |
| Net Stock Activity | · | $-11M | · | · | · | $0 | · | · | · | $-63.0K | · | · | · | $0 | · | · | |
| Dividends Paid | $19M | $19M | $19M | $19M | $18M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $13M | |
| Financing Cash Flow | $-54M | $182M | $-183M | $32M | $-91M | $41M | $-100M | $281M | $18M | $90M | $-551M | $350M | $10M | $86M | $74M | $-111M | |
| Taxes Paid | $17M | $3M | $8M | $16.0K | $15M | $2M | $6M | $8M | $6M | $4M | $973.0K | $5M | $6M | $15M | $21M | $18M | |
| Free Cash Flow | · | $49M | · | · | · | $38M | · | · | · | $34M | · | · | · | $20M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $6M | · | · |
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 | 28.4% | 27.7% | · | 29.3% | 13.2% | 23.8% | · | 25.8% | 23.3% | 24.1% | · | 18.2% | 24.8% | 26.6% | · | 29.6% | |
| Pretax Margin | 37.0% | 36.1% | · | 38.6% | 17.9% | 30.5% | · | 33.1% | 29.9% | 30.7% | · | 23.5% | 32.0% | 34.2% | · | 38.3% | |
| ROA | 0.33% | 0.34% | · | 0.36% | 0.15% | 0.27% | · | 0.28% | 0.26% | 0.27% | · | 0.19% | 0.25% | 0.28% | · | 0.33% | |
| ROE | 2.8% | 2.9% | · | 3.2% | 1.4% | 2.4% | · | 2.6% | 2.5% | 2.5% | · | 1.9% | 2.5% | 2.8% | · | 3.2% |
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 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.4 | 0.5 | 0.4 | · | 0.1 |
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) 5
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | |
| Net Income TTM | $181M | $165M | · | $152M | $130M | $141M | · | $129M | $121M | $122M | · | $127M | $140M | $150M | · | $153M | |
| P/E | 14.2 | 13.2 | · | 13.7 | 15.4 | 14.4 | · | 16.1 | 14.6 | 13.4 | · | 10.9 | 9.8 | 9.7 | · | 10.7 | |
| Earnings Yield | 7.0% | 7.6% | · | 7.3% | 6.5% | 6.9% | · | 6.2% | 6.8% | 7.4% | · | 9.2% | 10.2% | 10.3% | · | 9.3% | |
| Payout Ratio | · | 37.6% | · | · | · | 43.7% | · | · | · | 44.6% | · | · | · | 38.2% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Przychody | $183M | — | — | $166M | — |
| Zysk netto | $169M | — | — | $141M | — |
| Rozwodniony EPS | $3.33 | — | — | $2.97 | — |
Bilans
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.1 | — | — | 0.1 | — |
Przepływy pieniężne
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $219M | — | — | $177M | — |
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) 301 emitentów · $1.1B 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 |
|---|---|---|---|---|
| 34 (-17 vs poprzedni kw.) | 37 (+17 vs poprzedni kw.) | 87 (-8 vs poprzedni kw.) | 83 (+8 vs poprzedni kw.) | +7.0M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $170 303 691 | 3 449 538 | 15,68% | Akcje |
| STATE STREET CORP | $134 853 711 | 2 731 491 | 12,41% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $113 132 991 | 2 291 533 | 10,41% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $111 325 647 | 2 254 925 | 10,25% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $59 190 904 | 1 198 659 | 5,45% | Akcje |
| FMR LLC | $33 979 248 | 688 257 | 3,13% | Akcje |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $31 979 295 | 647 745 | 2,94% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $31 071 059 | 629 351 | 2,86% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30 196 864 | 611 644 | 2,78% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $28 580 978 | 578 914 | 2,63% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27 632 241 | 559 697 | 2,54% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $25 666 624 | 519 883 | 2,36% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $16 978 738 | 343 908 | 1,56% | Akcje |
| Bank of New York Mellon Corp | $15 541 380 | 314 794 | 1,43% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $11 889 382 | 240 822 | 1,09% | Akcje |
| CITADEL ADVISORS LLC | $10 135 464 | 205 296 | 0,93% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9 352 307 | 189 433 | 0,86% | Akcje |
| Public Sector Pension Investment Board | $8 822 567 | 178 703 | 0,81% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7 632 659 | 155 230 | 0,70% | Akcje |
| ProShare Advisors LLC | $7 268 992 | 147 235 | 0,67% | Akcje |
| COMMONWEALTH EQUITY SERVICES, LLC | $6 680 446 | 135 314 | 0,61% | Akcje |
| RHUMBLINE ADVISERS | $6 495 443 | 131 567 | 0,60% | Akcje |
| FIRST TRUST ADVISORS LP | $6 285 097 | 127 306 | 0,58% | Akcje |
| Edgestream Partners, L.P. | $6 172 386 | 125 023 | 0,57% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6 030 200 | 122 143 | 0,56% | Akcje |
| Ceredex Value Advisors LLC | $5 808 381 | 117 650 | 0,53% | Akcje |
| Savant Capital, LLC | $5 741 300 | 126 428 | 0,53% | Akcje |
| Swiss National Bank | $5 025 866 | 101 800 | 0,46% | Akcje |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4 828 340 | 96 029 | 0,44% | Akcje |
| GOLDMAN SACHS GROUP INC | $4 553 695 | 92 236 | 0,42% | Akcje |
| Schonfeld Strategic Advisors LLC | $4 517 946 | 91 512 | 0,42% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $4 189 489 | 84 859 | 0,39% | Akcje |
| Legal & General Group Plc | $3 935 282 | 79 710 | 0,36% | Akcje |
| AMERIPRISE FINANCIAL INC | $3 907 487 | 79 147 | 0,36% | Akcje |
| Qube Research & Technologies Ltd | $3 843 849 | 77 858 | 0,35% | Akcje |
| Empowered Funds, LLC | $3 809 044 | 77 153 | 0,35% | Akcje |
| BANK OF AMERICA CORP /DE/ | $3 664 143 | 74 218 | 0,34% | Akcje |
| PL Capital Advisors, LLC | $3 605 491 | 73 030 | 0,33% | Akcje |
| D. E. Shaw & Co., Inc. | $3 492 236 | 70 736 | 0,32% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $2 742 365 | 64 405 | 0,25% | Akcje |
| PRUDENTIAL FINANCIAL INC | $2 686 518 | 54 416 | 0,25% | Akcje |
| LPL Financial LLC | $2 559 778 | 51 849 | 0,24% | Akcje |
| Baird Financial Group, Inc. | $2 249 742 | 45 569 | 0,21% | Akcje |
| MGO ONE SEVEN LLC | $2 139 202 | 43 330 | 0,20% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 123 678 | 49 875 | 0,20% | Akcje |
| Quantinno Capital Management LP | $2 104 281 | 42 622 | 0,19% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $2 071 368 | 41 956 | 0,19% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 003 237 | 40 576 | 0,18% | Akcje |
| INTECH INVESTMENT MANAGEMENT LLC | $1 969 221 | 39 887 | 0,18% | Akcje |
| BlackRock, Inc. | $1 898 770 | 38 460 | 0,17% | Akcje |
| Linden Thomas Advisory Services, LLC | $1 779 887 | 36 052 | 0,16% | Akcje |
| Horizon Advisory Services, Inc. | $1 717 138 | 34 781 | 0,16% | Akcje |
| Members Advisory Group LLC | $1 654 981 | 33 522 | 0,15% | Akcje |
| MetLife Investment Management, LLC | $1 490 135 | 30 183 | 0,14% | Akcje |
| Cetera Investment Advisers | $1 458 033 | 29 533 | 0,13% | Akcje |
| Financial Engines Advisors L.L.C. | $1 453 058 | 29 432 | 0,13% | Akcje |
| TOMPKINS FINANCIAL CORP | $1 406 354 | 28 486 | 0,13% | Akcje |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1 374 708 | 27 845 | 0,13% | Akcje |
| MISSION WEALTH MANAGEMENT, LP | $1 337 718 | 27 096 | 0,12% | Akcje |
| Illinois Municipal Retirement Fund | $1 335 014 | 27 041 | 0,12% | Akcje |
| Arax Advisory Partners | $1 330 966 | 26 959 | 0,12% | Akcje |
| Horizon Investments, LLC | $1 326 424 | 26 867 | 0,12% | Akcje |
| XTX Topco Ltd | $1 322 079 | 26 779 | 0,12% | Akcje |
| Vanguard Global Advisers, LLC | $1 321 684 | 26 771 | 0,12% | Akcje |
| IFP Advisors, Inc | $1 235 929 | 25 034 | 0,11% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 178 709 | 23 875 | 0,11% | Akcje |
| FRANKLIN RESOURCES INC | $1 172 439 | 23 748 | 0,11% | Akcje |
| Louisiana State Employees Retirement System | $1 125 636 | 22 800 | 0,10% | Akcje |
| PNC Financial Services Group, Inc. | $1 102 926 | 22 340 | 0,10% | Akcje |
| WELLS FARGO & COMPANY/MN | $1 098 976 | 22 260 | 0,10% | Akcje |
| Rafferty Asset Management, LLC | $1 081 845 | 21 913 | 0,10% | Akcje |
| Rosenthal | Henry Capital Advisors, Inc. | $1 045 409 | 21 175 | 0,10% | Akcje |
| Invesco Ltd. | $1 009 024 | 20 438 | 0,09% | Akcje |
| JANUS HENDERSON GROUP PLC | $992 889 | 23 310 | 0,09% | Akcje |
| Geneos Wealth Management Inc. | $953 236 | 19 308 | 0,09% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $902 829 | 18 287 | 0,08% | Akcje |
| Note Advisors, LLC | $891 008 | 18 048 | 0,08% | Akcje |
| MORGAN STANLEY | $867 343 | 17 568 | 0,08% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $852 077 | 17 259 | 0,08% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $798 652 | 16 177 | 0,07% | Akcje |
| Mariner, LLC | $795 494 | 16 113 | 0,07% | Akcje |
| OSAIC HOLDINGS, INC. | $787 731 | 15 953 | 0,07% | Akcje |
| Financial Planning Hawaii, Inc. | $762 223 | 15 439 | 0,07% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $754 966 | 15 292 | 0,07% | Akcje |
| Beacon Pointe Advisors, LLC | $747 279 | 17 550 | 0,07% | Akcje |
| LEIGH BALDWIN & CO., LLC | $741 455 | 15 018 | 0,07% | Akcje |
| CWM, LLC | $741 430 | 17 413 | 0,07% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $740 550 | 15 000 | 0,07% | Opcja kupna |
| PEOPLES FINANCIAL SERVICES CORP. | $740 400 | 15 000 | 0,07% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $739 168 | 14 972 | 0,07% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $722 283 | 14 630 | 0,07% | Akcje |
| ARIZONA STATE RETIREMENT SYSTEM | $690 785 | 13 992 | 0,06% | Akcje |
| YOUSIF CAPITAL MANAGEMENT, LLC | $686 589 | 13 907 | 0,06% | Akcje |
| Washington Trust Advisors, Inc. | $672 716 | 13 626 | 0,06% | Akcje |
| Fenimore Asset Management Inc | $659 336 | 13 355 | 0,06% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $646 056 | 13 086 | 0,06% | Akcje |
| Entropy Technologies, LP | $645 217 | 13 069 | 0,06% | Akcje |
| NISA INVESTMENT ADVISORS, LLC | $639 736 | 12 958 | 0,06% | Akcje |
| IEQ CAPITAL, LLC | $628 501 | 12 730 | 0,06% | Akcje |
| Community Bank, N.A. | $613 100 | 12 421 | 0,06% | Akcje |
Insiderzy spółki 51 insiderów · 14 dyrektorzy generalni · 17 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Scott Allen Kingsley | President & CEO NBT Bancorp | 23 marca 2026 A | 57 936 | 0 | 0 | $0 |
| Annette L Burns | EVP & Chief Financial Officer | 23 marca 2026 A | 24 313 | 0 | 0 | $0 |
| John V Moran | EVP & Chief Financial Officer | 23 marca 2020 A | 6 362 | 0 | 0 | $0 |
| Joseph R Stagliano | SEVP & President of NBT Bank | 23 marca 2026 F | 85 446 | 0 | 0 | $0 |
| Ruth H Mahoney | EVP/President of Wealth Mgmt | 29 lipca 2026 S | 11 928 | 0 | 2 | $-477 350 |
| Sarah A Halliday | EVP/Chief Comm Innovation Off | 29 lipca 2026 S | 22 054 | 0 | 1 | $-486 360 |
| Martin Randolph Sparks | EVP,General Counsel,Secretary | 12 czerwca 2026 S | 14 463 | 0 | 2 | $-156 768 |
| Cynthia A Smaniotto | EVP, Chief HR Officer | 15 maja 2026 F | 17 747 | 0 | 0 | $0 |
| Amy Wiles | EVP, Chief Risk and Credit | 15 maja 2026 F | 27 161 | 0 | 1 | $-202 768 |
| Shaunastar Hyle | EVP, Retail Community Banking | 23 marca 2026 A | 29 298 | 0 | 0 | $0 |
| Angela M Kelley | EVP,General Counsel,Secretary | 23 marca 2020 A | 3 860 | 0 | 0 | $0 |
| Catherine Scarlett | EVP, Chief HR & Ethics Officer | 15 stycznia 2020 F | 57 225 | 0 | 0 | $0 |
| Matthew K Durkee | EVP / President of New England | 15 stycznia 2020 F | 31 471 | 0 | 0 | $0 |
| Timothy Brenner | EVP & President Wealth Mgmt | 15 stycznia 2020 F | 58 115 | 0 | 0 | $0 |
| Heidi M Hoeller | Dyrektor | 12 czerwca 2026 S | 11 560 | 0 | 1 | $-100 884 |
| John H Watt JR | Dyrektor | 9 czerwca 2026 S | 54 010 | 0 | 1 | $-995 820 |
| Andrew S Kowalczyk III | Dyrektor | 21 maja 2026 A | 13 642 | 0 | 0 | $0 |
| Jason David Brown | Dyrektor | 19 maja 2026 A | 8 414 | 0 | 0 | $0 |
| Johanna R Ames | Dyrektor | 19 maja 2026 A | 7 593 | 0 | 0 | $0 |
| Matthew J Salanger | Dyrektor | 19 maja 2026 A | 28 116 | 0 | 0 | $0 |
| Daniel V Robinson II | Dyrektor | 19 maja 2026 A | 21 755 | 0 | 0 | $0 |
| David J Nasca | Dyrektor | 19 maja 2026 A | 71 705 | 0 | 0 | $0 |
| Richard J Cantele JR | Dyrektor | 19 maja 2026 A | 58 106 | 0 | 0 | $0 |
| Martin A Dietrich | Dyrektor | 19 maja 2026 A | 112 294 | 0 | 0 | $0 |
| Timothy E Delaney | Dyrektor | 19 maja 2026 A | 52 935 | 5 | 0 | $2 444 166 |
| John C Mitchell | Dyrektor | 19 maja 2020 A | 34 727 | 0 | 0 | $0 |
| Jack H Webb | Dyrektor | 19 grudnia 2016 G | 55 340 | 0 | 0 | $0 |
| Lowell A Seifter | Dyrektor | 25 marca 2013 A | 34 514 | 0 | 0 | $0 |
| Paul M Solomon | Dyrektor | 25 marca 2013 A | 61 895 | 0 | 0 | $0 |
| Andrew S Kowalczyk JR | Dyrektor | 3 maja 2005 A | 9 535 | 0 | 0 | $0 |
| Gene E Goldenziel | Dyrektor | 26 stycznia 2004 A | 77 280 | 0 | 0 | $0 |
| Michael J Chewens | — | 16 stycznia 2015 S | 38 290 | 0 | 0 | $0 |
| Sheldon F Prentice | — | 15 stycznia 2015 F | 19 177 | 0 | 0 | $0 |
| David E Raven | — | 15 stycznia 2015 F | 33 550 | 0 | 0 | $0 |
| Jeffrey M Levy | — | 21 stycznia 2009 A | 12 425 | 0 | 0 | $0 |
| Daryl R Forsythe | — | 2 stycznia 2009 S | 126 618 | 0 | 0 | $0 |
| Michael M Murphy | — | 12 listopada 2008 S | 0 | 0 | 0 | $0 |
| William C Gumble | — | 5 listopada 2008 S | 96 607 | 0 | 0 | $0 |
| Joseph G Nasser | — | 3 listopada 2008 M | 28 100 | 0 | 0 | $0 |
| Robert A Wadsworth | — | 1 maja 2008 A | 3 953 | 0 | 0 | $0 |
| CIVIL PATRICIA T | — | 1 maja 2008 A | 7 470 | 0 | 0 | $0 |
| William L Owens | — | 1 maja 2008 A | 11 431 | 0 | 0 | $0 |
| Joseph A Santangelo | — | 1 maja 2008 A | 14 285 | 0 | 0 | $0 |
| Richard Chojnowski | — | 1 maja 2008 A | 271 966 | 0 | 0 | $0 |
| Janet H Ingraham | — | 30 października 2007 A | 17 193 | 0 | 0 | $0 |
| Paul D Horger | — | 1 maja 2007 A | 17 384 | 0 | 0 | $0 |
| Peter B Gregory DDS | — | 1 maja 2007 A | 95 042 | 0 | 0 | $0 |
| Michael H Hutcherson | — | 1 maja 2007 A | 6 713 | 0 | 0 | $0 |
| Van Ness D Robinson | — | 7 lutego 2007 S | 812 558 | 0 | 0 | $0 |
| Ronald M Bentley | — | 28 lipca 2006 M | 550 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 72 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,06% | 150 023 NS | 31 maja 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,88% | 41 656 SH | 8 sierpnia 2026 | Dziennie |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,59% | 3 052 SH | 8 sierpnia 2026 | Dziennie |
| IJS · iShares Trust | 0,29% | 462 201 SH | 8 sierpnia 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,28% | 110 362 SH | 8 sierpnia 2026 | Dziennie |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,24% | 10 198 NS | 30 kwietnia 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,22% | 24 541 NS | 30 kwietnia 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 561 NS | 30 kwietnia 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,18% | 48 913 NS | 30 kwietnia 2026 | N-PORT |
| IWN · iShares Trust | 0,17% | 478 443 SH | 8 sierpnia 2026 | Dziennie |
| XJR · iShares Trust | 0,17% | 6 149 SH | 8 sierpnia 2026 | Dziennie |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,17% | 103 001 NS | 31 maja 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,17% | 8 134 SH | 8 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,16% | 45 331 SH | 8 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | 0,15% | 3 172 364 SH | 8 sierpnia 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,14% | 181 891 SH | 8 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 18 967 NS | 30 kwietnia 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,11% | 347 050 NS | 30 kwietnia 2026 | N-PORT |
| SAA · ProShares Trust | 0,11% | 627 NS | 31 maja 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 13 973 NS | 30 kwietnia 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 4 711 SH | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,08% | 1 280 555 SH | 8 sierpnia 2026 | Dziennie |
| ISCV · iShares Trust | 0,08% | 10 834 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 298 236 SH | 8 sierpnia 2026 | Dziennie |
| ROSC · Lattice Strategies Trust | 0,07% | 913 NS | 30 kwietnia 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 22 192 NS | 30 kwietnia 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,06% | 25 366 SH | 8 sierpnia 2026 | Dziennie |
| ITWO · ProShares Trust | 0,06% | 2 410 NS | 31 maja 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,06% | 1 651 NS | 30 kwietnia 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,06% | 96 384 NS | 30 kwietnia 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 29 761 SH | 8 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,05% | 164 527 NS | 30 kwietnia 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 98 670 NS | 31 maja 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 250 462 NS | 31 maja 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 719 472 SH | 8 sierpnia 2026 | Dziennie |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,05% | 1 587 NS | 30 kwietnia 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,04% | 6 625 SH | 8 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | 0,04% | 2 176 SH | 8 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 7 855 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1 885 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 596 541 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 133 261 SH | 8 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,03% | 82 809 SH | 8 sierpnia 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 13 092 NS | 30 kwietnia 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 1 906 NS | 31 maja 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 3 074 SH | 8 sierpnia 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,02% | 2 182 NS | 30 kwietnia 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 125 865 NS | 31 maja 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 7 854 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2 112 NS | 31 maja 2026 | N-PORT |