PIPR Piper Sandler Companies Common Stock
$74,50
Cena · Sie 21, 2026
Dane fundamentalne na dzień Sie 5, 2026
Zakres 52 tyg.
$69–$95
22% of range
Ocena Analityków
BUY
11 analysts
Cena Docelowa
$87
+17% upside
P/E (TTM)
18.8
ROE
21.6%
Marża Zysku Netto
14.8%
O Piper Sandler Companies Common Stock Przegląd firmy z Wikipedii
Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
Czytaj więcej
Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
Founded in 1895 and headquartered in Minneapolis, Minnesota, Piper Sandler has more than 60 offices spanning across six countries.
History
Piper Sandler's roots can be traced back to 1895 when George Lane established George B. Lane, Commercial Paper and Collateral Loans & Co., a commercial paper brokerage, in Minneapolis. In 1913, Piper, Jaffray & Co. was established as another commercial paper business by H.C. Piper Sr. and Clive Palmer Jaffray. In 1917, George B. Lane & Co. merged with Piper, Jaffray & Co. to form Lane, Piper & Jaffray.
The firm first obtained a seat on the New York Stock Exchange in 1931 with the acquisition of Hopwood & Company, which had been devastated by the stock market crash. In 1971, Piper Jaffray & Hopwood became the first regional brokerage firm to offer its own stock for public sales, becoming a publicly held corporation. Later, in 1986, Piper's common stock began trading on the NASDAQ under the ticker symbol PIPR.
In 1992, the name of the broker-dealer changed from Piper Jaffray & Hopwood Incorporated to Piper Jaffray Inc.
In 1998, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray. In 2003, U.S. Bancorp spun off Piper Jaffray in a stock dividend to its shareholders, making the company independent once again under the symbol PJC. In 2006, the company sold its brokerage business to Zurich-based UBS for $510 million in cash. The business had approximately 800 brokers at that time.
On July 9, 2019, Piper Jaffray announced the purchase of leading financial services investment bank Sandler O'Neill for $485M; the new combined firm is named Piper Sandler Companies. Piper Jaffray CEO Chad Abraham would continue to lead the combined company.
Acquisition history
2004: Piper Jaffray acquired Vie Securities, LLC.
2007: Piper Jaffray acquires FAMCO, acquires Hong Kong–based investment bank Goldbond Capital Holdings Limited
2010: Piper Jaffray acquires Advisory Research, Inc.
2013: Piper Jaffray acquires Seattle-Northwest Securities Corporation, acquires Edgeview Partners, L.P.
2015: Piper Jaffray acquires River Branch Holdings
2016: Piper Jaffray acquires Simmons & Company International
2019: Piper Jaffray acquires Weeden & Co., L.P.
2020: Piper Jaffray acquires Sandler O'Neill + Partners, becoming Piper Sandler Companies. Piper Sandler acquires The Valence Group, acquires TRS Advisors
2022: Piper Sandler acquires Cornerstone Macro, acquires Stamford partners LLC, acquires DBO Partners
Regulator fines
In 2002, Piper Sandler was fined $25 million by state and federal regulators to settle charges of providing biased stock ratings as part of the Global Analyst Research Settlements. Other firms, including JP Morgan, Goldman Sachs, Merrill Lynch, UBS, Deutsche Bank, and Morgan Stanley, were fined for similar reasons. Piper Sandler agreed to implement structural changes to its research and investment banking programs to restore confidence in its business.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
PIPR Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$74.50
Kapitalizacja Rynkowa
$5.03B
P/E (TTM)
18.8
EPS (TTM)
$15.82
Przychody (TTM)
$1.90B
Stopa dywidendy
2.3%
ROE
21.6%
D/E Dług/Kapitał
0.0
Zakres 52 tyg.
$69 – $95
PIPR 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
$1.90B
2016-12-31
→
2025-12-31
EPS
$15.82
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
—
Marże
14.8%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
PIPR
Mediana porównawcza
P/E (TTM)
18.8
21.8
P/S (TTM)
2.6
2.6
P/B
3.7
4.8
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
PIPR
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
14.8%
9.5%
ROA
11.6%
4.8%
ROE
21.6%
20.2%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
PIPR
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
PIPR
Mediana porównawcza
Revenue YoY (Przychody R/R)
24.3%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
9.9%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
8.7%
—
EPS YoY
54.5%
—
Net Income YoY (Zysk Netto R/R)
55.3%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
PIPR
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
40.6%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
2.3%
Wskaźnik Wypłaty Dywidendy
40.6%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 29 maja 2026 | $0,2000 |
| 3 marca 2026 | $1,4250 |
| 25 listopada 2025 | $0,1750 |
| 29 sierpnia 2025 | $0,1750 |
| 30 maja 2025 | $0,1625 |
| 4 marca 2025 | $0,9125 |
| 22 listopada 2024 | $0,1625 |
| 29 sierpnia 2024 | $0,1625 |
| 23 maja 2024 | $0,1500 |
| 1 marca 2024 | $0,4000 |
| 20 listopada 2023 | $0,1500 |
| 24 sierpnia 2023 | $0,1500 |
| 25 maja 2023 | $0,1500 |
| 2 marca 2023 | $0,4625 |
| 22 listopada 2022 | $0,1500 |
| 25 sierpnia 2022 | $0,1500 |
| 26 maja 2022 | $0,1500 |
| 1 marca 2022 | $1,2750 |
| 22 listopada 2021 | $0,8875 |
| 26 sierpnia 2021 | $0,1375 |
PIPR Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
11 analityków
- Mocne kupno 3 27,3%
- Kup 5 45,5%
- Trzymaj 2 18,2%
- Sprzedaj 1 9,1%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
4 analityków · 2026-08-19
Mediana
$87.25
← Poniżej wszystkich celów
$74.50
Niski
$81.00
Wysoki
$93.00
Średni cel
$87.25
+17,1%
Średnia cel
$87.12
+17,0%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.22%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.04 | $0.88 | 0.16% |
| 31 marca 2026 | $1.00 | $0.95 | 0.05% |
| 31 grudnia 2025 | $1.72 | $1.22 | 0.50% |
| 30 września 2025 | $0.95 | $0.82 | 0.14% |
| 30 czerwca 2025 | $0.74 | $0.57 | 0.17% |
| 31 marca 2025 | $1.02 | $0.73 | 0.30% |
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 |
|---|---|---|---|---|---|---|
| PIPR | $1.43B | 5.4 | 24.3% | 14.8% | 21.6% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
| HLI | — | 23.1 | 9.6% | 16.3% | 18.6% | — |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| BGC | — | 28.8 | 30.0% | — | — | — |
| MC | — | — | — | — | 51.4% | — |
| BULL | — | — | — | — | — | — |
| PJT | — | — | 14.8% | 10.5% | 72.7% | — |
| LAZ | — | 22.4 | 1.5% | 7.4% | 31.4% | — |
| LCLN | — | — | — | — | — | — |
| BGC | — | 28.8 | 30.0% | — | — | — |
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 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B | $1.25B | $846M | $758M | $844M | $770M | $696M | $673M | |
| Interest Income | $37M | $33M | $27M | $20M | $7M | $13M | $27M | $33M | $32M | $33M | $42M | $49M | |
| Pretax Income | $375M | $218M | $123M | $134M | $442M | $69M | $119M | $72M | $79M | $-31M | $86M | $110M | |
| Income Tax | $81M | $61M | $24M | $33M | $111M | $19M | $25M | $18M | $54M | $-17M | $28M | $36M | |
| Net Income | $281M | $181M | $85M | $111M | $279M | $41M | $112M | $57M | $-62M | $-22M | $52M | $63M | |
| EPS (Basic) | $16.89 | $11.44 | $5.72 | $7.92 | $19.52 | $2.94 | $7.90 | $3.78 | $-5.07 | $-1.73 | $3.34 | $3.88 | |
| EPS (Diluted) | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 | $2.72 | $7.69 | $3.72 | $-4.99 | $-1.73 | $3.34 | $3.87 | |
| Shares (Basic) | 16,658,000 | 15,838,000 | 14,958,000 | 13,982,000 | 14,265,000 | 13,781,000 | 13,555,000 | 13,234,000 | 12,807,000 | 12,674,000 | 14,368,000 | 14,971,000 | |
| Shares (Diluted) | 17,785,000 | 17,695,000 | 17,224,000 | 16,965,000 | 16,955,000 | 14,901,000 | 13,937,000 | 13,425,000 | 12,978,000 | 12,779,000 | 14,389,000 | 15,025,000 | |
| EBITDA | $17M | $17M | $18M | $16M | $13M | $11M | $9M | $8M | $7M | $6M | $5M | $5M |
Bilans 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $971M | $508M | $250M | $50M | $34M | $70M | $190M | $16M | |
| PP&E (Net) | $77M | $59M | $61M | $68M | $52M | $44M | $30M | $32M | $25M | $25M | $19M | $18M | |
| PP&E (Gross) | $167M | $166M | $152M | $144M | $129M | $119M | $96M | $91M | $81M | $84M | $71M | $65M | |
| Accum. Depreciation | $89M | $107M | $91M | $76M | $77M | $75M | $66M | $59M | $56M | $58M | $52M | $47M | |
| Goodwill | $319M | $312M | $302M | $301M | $228M | $228M | $88M | $82M | $82M | $196M | $218M | $212M | |
| Intangibles | $100M | $108M | $116M | $136M | $120M | $150M | $17M | $4M | $9M | $37M | $31M | $31M | |
| Total Assets | $2.59B | $2.26B | $2.14B | $2.18B | $2.57B | $2.00B | $1.63B | $1.35B | $2.02B | $2.13B | $2.14B | $2.62B | |
| Short-term Debt | $15M | $10M | $30M | $0 | · | $0 | $50M | $50M | $290M | $419M | $446M | $378M | |
| Total Liabilities | $1.01B | $840M | $842M | $928M | $1.34B | $1.07B | $822M | $615M | $1.28B | $1.31B | $1.31B | $1.65B | |
| Long-term Debt | · | · | $0 | $125M | $125M | $195M | $175M | · | · | · | · | · | |
| Total Debt | $15M | $10M | $30M | · | · | $0 | $50M | $50M | $290M | $419M | $446M | $378M | |
| Common Stock | $779.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | |
| Retained Earnings | $729M | $562M | $454M | $453M | $450M | $271M | $259M | $183M | $176M | $257M | $279M | $227M | |
| Treasury Stock | $319M | $315M | $356M | $442M | $313M | $289M | $284M | $300M | $274M | $284M | $248M | $143M | |
| AOCI | $3M | $-1M | $-894.0K | $-2M | $-964.0K | $-197.0K | $-872.0K | $-1M | $-1M | $-3M | $-189.0K | $377.0K | |
| Stockholders' Equity | $1.37B | $1.23B | $1.09B | $1.05B | $1.06B | $829M | $731M | $677M | $693M | $759M | $784M | $820M | |
| Liabilities + Equity | $2.59B | $2.26B | $2.14B | $2.18B | $2.57B | $2.00B | $1.63B | $1.35B | $2.02B | $2.13B | $2.14B | $2.62B | |
| Shares Outstanding | 67,483,432 | 16,111,723 | 15,200,149 | 13,673,064 | 14,129,519 | 13,776,025 | 13,717,315 | 12,995,397 | 12,911,149 | 12,391,970 | 13,311,016 | 15,265,420 |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $18M | $16M | $13M | $11M | $9M | $8M | $7M | $6M | $5M | $5M | |
| Stock-based Comp | $124M | $103M | $94M | $131M | $171M | $122M | $32M | $44M | $40M | $56M | $49M | $29M | |
| Deferred Tax | $5M | $17M | $14M | $-33M | $-54M | $-39M | $25M | $-3M | $18M | $-31M | $-13M | $-10M | |
| Amort. of Intangibles | $10M | $10M | $19M | $15M | $30M | $45M | $4M | $5M | $10M | $21M | $8M | $9M | |
| Restructuring | $5M | $-42.0K | $8M | $6M | $4M | $6M | $7M | $3M | $0 | $9M | $9M | · | |
| Other Non-cash | $159M | $-5M | $65M | $-449M | $298M | $646M | $-110M | $399M | $250M | $39M | $287M | $-138M | |
| Operating Cash Flow | $587M | $313M | $276M | $-225M | $707M | $780M | $68M | $510M | $203M | $-3M | $380M | $-50M | |
| Investing Cash Flow | $-44M | $-32M | $-10M | $-127M | $-21M | $-435M | $27M | $-16M | $-8M | $-84M | $-16M | $-5M | |
| Debt Issued | · | · | · | · | $0 | $0 | $175M | $0 | · | · | · | · | |
| Net Debt Issued | $0 | $0 | $-125M | $0 | $-70M | $0 | · | · | · | · | · | · | |
| Stock Repurchased | $125M | $66M | $71M | $187M | $70M | $22M | $51M | $71M | $25M | $71M | $133M | $11M | |
| Net Stock Activity | $-125M | $-66M | $-71M | $-187M | $-70M | $-22M | $-51M | $-71M | $-25M | $-71M | $-133M | $-11M | |
| Dividends Paid | $114M | $74M | $84M | $108M | $99M | $28M | $36M | $47M | $19M | $0 | $0 | · | |
| Financing Cash Flow | $-219M | $-181M | $-250M | $-250M | $-223M | $-88M | $105M | $-477M | $-233M | $-112M | $-189M | $-52M | |
| Net Change in Cash | $327M | $100M | $17M | $-605M | $463M | $258M | $200M | $17M | $-8M | $-149M | $174M | $-108M | |
| Taxes Paid | $41M | $11M | $19M | $85M | $166M | $29M | $10M | $17M | $32M | $27M | $32M | $59M |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 14.8% | 11.8% | 6.3% | 7.7% | 13.6% | 3.2% | 13.2% | 7.1% | -6.9% | -2.9% | 7.5% | 9.4% | |
| Pretax Margin | 19.7% | 14.3% | 9.0% | 9.4% | 21.6% | 5.5% | 14.1% | 9.3% | -3.3% | -4.0% | 12.4% | 16.4% | |
| EBITDA Margin | 0.91% | 1.1% | 1.3% | 1.1% | 0.62% | 0.85% | 1.1% | 1.1% | 0.82% | 0.83% | 0.73% | 0.79% | |
| ROA | 11.6% | 8.2% | 4.0% | 4.7% | 12.2% | 2.2% | 7.5% | 3.4% | -3.0% | -1.0% | 2.2% | 2.6% | |
| ROE | 21.6% | 15.7% | 8.0% | 10.5% | 29.4% | 5.2% | 15.9% | 8.3% | -8.5% | -2.9% | 6.5% | 8.1% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | · | · | 0.0 | 0.1 | 0.1 | 0.4 | 0.6 | 0.6 | 0.5 |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | 0.6 | 0.6 | 0.9 | 0.7 | 0.6 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.3% | 12.8% | -5.4% | -29.7% | 63.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.9% | -9.1% | 2.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.5% | 106.5% | -23.9% | -60.3% | 504.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 34.4% | -14.6% | 22.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 42.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 55.3% | 111.9% | -22.8% | -60.3% | 587.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 36.5% | -13.4% | 28.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 47.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 32.3% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B | $1.25B | $846M | $758M | $844M | $770M | $696M | $673M | |
| Net Income TTM | $281M | $181M | $85M | $111M | $279M | $41M | $112M | $57M | $-62M | $-22M | $52M | $63M | |
| Market Cap | $1.43B | $1.21B | $665M | $445M | $631M | $348M | $274M | $214M | $278M | $225M | $134M | $222M | |
| Enterprise Value | · | · | · | · | · | $-160M | $74M | · | $535M | $602M | $391M | $584M | |
| P/E | 5.4 | 7.3 | 8.8 | 5.0 | 2.7 | 9.3 | 2.6 | 4.4 | -4.3 | -10.5 | 3.0 | 3.8 | |
| P/S | 0.8 | 0.8 | 0.5 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | |
| P/B | 1.0 | 1.0 | 0.6 | 0.4 | 0.6 | 0.4 | 0.4 | 0.3 | 0.4 | 0.3 | 0.2 | 0.3 | |
| P / Tangible Book | 1.5 | 1.5 | 1.0 | 0.7 | 0.9 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | 2.4 | 3.9 | 2.4 | -2.0 | 0.9 | 0.4 | 4.0 | 0.4 | 1.2 | 4.6 | 0.4 | -4.4 | |
| EV / EBITDA | · | · | · | · | · | -15.0 | 8.0 | · | 73.2 | 94.1 | 76.6 | 110.1 | |
| EV / Revenue | · | · | · | · | · | -0.1 | 0.1 | · | 0.6 | 0.8 | 0.6 | 0.9 | |
| Dividend Yield | 8.0% | 6.1% | 12.7% | 24.2% | 15.8% | 8.1% | 13.0% | 22.1% | 6.8% | 0.00% | 0.00% | · | |
| Earnings Yield | 18.6% | 13.7% | 11.3% | 20.0% | 36.8% | 10.8% | 38.5% | 22.6% | -23.1% | -9.5% | 33.1% | 26.7% | |
| Payout Ratio | 40.6% | 40.7% | 98.8% | 97.2% | 35.7% | 69.5% | 31.9% | 82.7% | -30.6% | · | · | · | |
| Annual Payout | $114M | $74M | $84M | $108M | $99M | $28M | $36M | $47M | $19M | $0 | $0 | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $496M | $475M | $667M | $480M | $399M | $359M | $485M | $361M | $341M | $344M | $474M | $292M | $291M | $301M | $393M | $334M | |
| Interest Income | $9M | $12M | $10M | $9M | $8M | $10M | $10M | $8M | $7M | $8M | $7M | $7M | $4M | $9M | $7M | $5M | |
| Pretax Income | $100M | $88M | $189M | $107M | $49M | $29M | $82M | $56M | $28M | $52M | $86M | $-3M | $14M | $26M | $43M | $19M | |
| Income Tax | $30M | $20M | $46M | $25M | $17M | $-7M | $30M | $15M | $13M | $3M | $21M | $10M | $-250.0K | $-8M | $5M | $8M | |
| Net Income | $68M | $65M | $114M | $60M | $42M | $65M | $69M | $35M | $35M | $42M | $52M | $4M | $4M | $26M | $38M | $15M | |
| EPS (Basic) | $1.00 | $0.96 | $6.77 | $3.61 | $0.63 | $0.99 | $4.30 | $2.19 | $2.19 | $2.74 | $3.43 | $0.26 | $0.26 | $1.77 | $2.81 | $1.05 | |
| EPS (Diluted) | $0.95 | $0.92 | $6.40 | $3.38 | $0.59 | $0.91 | $3.86 | $1.96 | $1.97 | $2.43 | $3.02 | $0.22 | $0.23 | $1.49 | $2.27 | $0.87 | |
| Shares (Basic) | 67,698,000 | 67,841,000 | 16,829,000 | 16,716,000 | 66,812,000 | 65,513,000 | 16,052,000 | 15,921,000 | 15,879,000 | 15,499,000 | -29,720,000 | 15,105,000 | 15,066,000 | 14,507,000 | -28,292,000 | 13,775,000 | |
| Shares (Diluted) | 71,241,000 | 71,235,000 | 17,813,000 | 17,808,000 | 70,903,000 | 71,150,000 | 17,870,000 | 17,769,000 | 17,633,000 | 17,504,000 | -34,298,000 | 17,256,000 | 17,084,000 | 17,182,000 | -33,982,000 | 16,733,000 |
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) | $78M | $75M | $77M | $78M | $77M | $67M | $59M | $56M | $57M | $58M | · | $63M | $64M | $66M | · | $65M | |
| PP&E (Gross) | · | · | $167M | · | · | · | $166M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $98M | $94M | $89M | $89M | $115M | $111M | $107M | $104M | $100M | $96M | · | $89M | $84M | $80M | · | $85M | |
| Goodwill | $319M | $319M | $319M | $319M | $312M | $312M | $312M | $310M | $302M | $302M | $302M | $302M | $302M | $302M | $301M | $244M | |
| Intangibles | $97M | $99M | $100M | $103M | $103M | $105M | $108M | $110M | $111M | $114M | $116M | $121M | $126M | $131M | $136M | $131M | |
| Total Assets | $2.33B | $2.13B | $2.59B | $2.22B | $1.96B | $1.82B | $2.26B | $2.03B | $1.92B | $1.82B | · | $1.97B | $1.94B | $1.80B | · | $2.04B | |
| Short-term Debt | $15M | $15M | $15M | $15M | $15M | $15M | $10M | $20M | $0 | $0 | · | · | · | · | · | · | |
| Total Liabilities | $759M | $572M | $1.01B | $757M | $560M | $442M | $840M | $670M | $579M | $497M | · | $747M | $682M | $564M | · | $849M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $125M | $125M | $125M | · | $125M | |
| Total Debt | $15M | $15M | · | $15M | $15M | $15M | · | $20M | $0 | $0 | · | · | · | · | · | · | |
| Common Stock | $779.0K | $779.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | · | $195.0K | $195.0K | $195.0K | · | $195.0K | |
| Retained Earnings | $734M | $681M | $729M | $630M | $581M | $556M | $562M | $505M | $481M | $461M | · | $413M | $419M | $428M | · | $424M | |
| Treasury Stock | $375M | $346M | $319M | $322M | $323M | $331M | $315M | $325M | $327M | $347M | · | $361M | $363M | $381M | · | $442M | |
| AOCI | $2M | $2M | $3M | $2M | $4M | $-43.0K | $-1M | $2M | $-792.0K | $-850.0K | · | $-2M | $-765.0K | $-2M | · | $-4M | |
| Stockholders' Equity | $1.37B | $1.34B | $1.37B | $1.28B | $1.23B | $1.21B | $1.23B | $1.17B | $1.13B | $1.10B | · | $1.03B | $1.03B | $1.04B | · | $1.00B | |
| Liabilities + Equity | $2.33B | $2.13B | $2.59B | $2.22B | $1.96B | $1.82B | $2.26B | $2.03B | $1.92B | $1.82B | · | $1.97B | $1.94B | $1.80B | · | $2.04B | |
| Shares Outstanding | 67,549,449 | 67,857,561 | 16,870,858 | 16,730,222 | 16,697,576 | 16,516,030 | 16,111,723 | 15,942,770 | 15,902,131 | 15,642,422 | · | 15,122,192 | 15,078,165 | 14,833,127 | · | 13,659,396 |
Przepływy pieniężne 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $29M | $28M | $48M | $23M | $21M | $31M | $32M | $21M | $24M | $27M | $31M | $22M | $14M | $28M | $39M | $32M | |
| Amort. of Intangibles | $2M | $2M | $4M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $5M | $5M | $5M | $5M | $5M | $4M | |
| Restructuring | · | · | $0 | $-85.0K | $5M | · | $0 | $255.0K | $-297.0K | · | $4M | $0 | $4M | · | $185.0K | $5M | |
| Operating Cash Flow | $36M | $-292M | $730M | $32M | $32M | $-207M | $164M | $80M | $266M | $-197M | $423M | $27M | $27M | $-202M | $161M | $65M | |
| Investing Cash Flow | $-8M | $-3M | $-3M | $-15M | $-14M | $-11M | $-8M | $-19M | $-3M | $-1M | $-2M | $-4M | $-3M | $-2M | $-70M | $-10M | |
| Stock Repurchased | $31M | $70M | $20M | $4M | $21M | $81M | $6M | $2M | $5M | $52M | $3M | $4M | $3M | $61M | $2M | $22M | |
| Net Stock Activity | · | $-70M | · | · | · | $-81M | · | · | · | $-52M | · | · | · | $-61M | · | · | |
| Dividends Paid | $14M | $101M | $15M | $12M | $17M | $70M | $13M | $11M | $15M | $36M | $10M | $10M | $13M | $51M | $9M | $9M | |
| Financing Cash Flow | $-68M | $-169M | $-31M | $-25M | $-23M | $-140M | $-19M | $-35M | $-12M | $-114M | $-91M | $-38M | $-4M | $-117M | $-2M | $-16M | |
| Net Change in Cash | $-40M | $-465M | $695M | $-9M | $-3M | $-357M | $133M | $29M | $251M | $-313M | $331M | $-15M | $21M | $-320M | $91M | $37M | |
| Taxes Paid | · | · | $2M | $101.0K | $39M | $168.0K | $5M | $1M | $5M | $127.0K | $-2M | $1M | $19M | $737.0K | $25M | $15M |
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 | 13.7% | 13.7% | · | 12.6% | 10.6% | 18.1% | · | 9.6% | 10.2% | 12.3% | · | 1.3% | 1.4% | 8.5% | · | 4.3% | |
| Pretax Margin | 20.2% | 18.5% | · | 22.4% | 12.3% | 8.2% | · | 15.4% | 8.3% | 15.2% | · | -1.2% | 4.9% | 8.6% | · | 5.7% | |
| ROA | 3.2% | 3.3% | · | 2.8% | 2.2% | 3.6% | · | 1.7% | 1.8% | 2.3% | · | 0.19% | 0.20% | 1.4% | · | 0.69% | |
| ROE | 5.2% | 5.1% | · | 4.9% | 3.6% | 5.6% | · | 3.2% | 3.2% | 4.0% | · | 0.38% | 0.39% | 2.5% | · | 1.5% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | · | · | · | · |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | 0.2 |
Wycena (TTM) 10
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.12B | $2.02B | · | $1.72B | $1.60B | $1.55B | · | $1.52B | $1.45B | $1.40B | · | $1.28B | $1.32B | $1.38B | · | $1.69B | |
| Net Income TTM | $307M | $282M | · | $236M | $211M | $204M | · | $164M | $133M | $102M | · | $72M | $82M | $100M | · | $186M | |
| Market Cap | $4.89B | $5.19B | · | $1.45B | $1.16B | $1.02B | · | $1.13B | $915M | $776M | · | $549M | $487M | $514M | · | $358M | |
| P/E | 6.2 | 5.9 | · | 6.5 | 5.9 | 5.4 | · | 7.6 | 7.6 | 8.4 | · | 8.7 | 6.7 | 5.9 | · | 2.4 | |
| P/S | 2.3 | 2.6 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.4 | 0.4 | 0.4 | · | 0.2 | |
| P/B | 3.6 | 3.9 | · | 1.1 | 0.9 | 0.8 | · | 1.0 | 0.8 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | |
| P / Tangible Book | 5.1 | 5.6 | · | 1.7 | 1.4 | 1.3 | · | 1.5 | 1.3 | 1.1 | · | 0.9 | 0.8 | 0.9 | · | 0.6 | |
| P / Cash Flow | · | -17.8 | · | · | · | -4.9 | · | · | · | -3.9 | · | · | · | -2.5 | · | · | |
| Earnings Yield | 16.1% | 17.1% | · | 15.3% | 17.1% | 18.5% | · | 13.2% | 13.2% | 11.8% | · | 11.5% | 15.0% | 16.9% | · | 41.2% | |
| Payout Ratio | · | 154.4% | · | · | · | 108.2% | · | · | · | 83.9% | · | · | · | 198.4% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B |
| Zysk netto | $281M | $181M | $85M | $111M | $279M |
| Rozwodniony EPS | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.0 | 0.0 | 0.0 | — | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 33 emitenci · $714.8M 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 |
|---|---|---|---|---|
| 0 (-2 vs poprzedni kw.) | 11 (-358 vs poprzedni kw.) | 1 (-14 vs poprzedni kw.) | 3 (+2 vs poprzedni kw.) | -329K |
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 GROUP INC | $675 249 720 | 1 987 724 | 94,47% | Akcje |
| Mesirow Institutional Investment Management, Inc. | $10 905 582 | 36 358 | 1,53% | Akcje |
| Nuveen Asset Management, LLC | $9 920 546 | 33 074 | 1,39% | Akcje |
| EFG Asset Management (North America) Corp. | $4 329 807 | 12 464 | 0,61% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3 843 497 | 53 131 | 0,54% | Akcje |
| Orion Portfolio Solutions, LLC | $3 777 694 | 15 254 | 0,53% | Akcje |
| WOLVERINE TRADING, LLC | $1 707 580 | 4 842 | 0,24% | Akcje |
| Glenmede Investment Management, LP | $1 193 992 | 3 441 | 0,17% | Akcje |
| Toroso Investments, LLC | $575 469 | 1 694 | 0,08% | Akcje |
| Truepoint, Inc. | $562 299 | 7 773 | 0,08% | Akcje |
| H D Vest Advisory Services | $509 487 | 1 833 | 0,07% | Akcje |
| WOLVERINE TRADING, LLC | $423 192 | 1 200 | 0,06% | Opcja kupna |
| CIBC WORLD MARKETS CORP | $393 384 | 1 158 | 0,06% | Akcje |
| SCHULHOFF & CO INC | $392 950 | 5 432 | 0,05% | Akcje |
| CIBC Private Wealth Group LLC | $270 999 | 781 | 0,04% | Akcje |
| WOLVERINE TRADING, LLC | $246 862 | 700 | 0,03% | Opcja sprzedaży |
| FULLCIRCLE WEALTH LLC | $240 064 | 735 | 0,03% | Akcje |
| Investors Research Corp | $107 170 | 1 400 | 0,01% | Akcje |
| Advisors Asset Management, Inc. | $63 865 | 188 | 0,01% | Akcje |
| Greenwich Wealth Management LLC | $30 441 | 420 805 | 0,00% | Akcje |
| PROEQUITIES, INC. | $16 939 | 55 | 0,00% | Akcje |
| COMERICA BANK | $15 128 | 45 | 0,00% | Akcje |
| FSA Wealth Management LLC | $14 227 | 41 | 0,00% | Akcje |
| Cassady Schiller Wealth Management, LLC | $4 799 | 16 | 0,00% | Akcje |
| Lindbrook Capital, LLC | $3 220 | 13 | 0,00% | Akcje |
| West Oak Capital, LLC | $520 | 150 | 0,00% | Akcje |
| Pineridge Advisors LLC | $351 | 1 | 0,00% | Akcje |
| Parkworth Wealth Management, Inc. | $278 | 1 | 0,00% | Akcje |
| SHELL ASSET MANAGEMENT CO | $273 | 787 | 0,00% | Akcje |
| HUNTINGTON NATIONAL BANK | $73 | 1 | 0,00% | Akcje |
| Harvest Fund Management Co., Ltd | $66 | 912 | 0,00% | Akcje |
| Hemington Wealth Management | $12 | 37 | 0,00% | Akcje |
| Motiv8 Investments LLC | $2 | 6 | 0,00% | Akcje |
Insiderzy spółki 54 insiderów · 2 dyrektorzy generalni · 7 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Debbra L. Schoneman | President | 26 lutego 2026 F | 6 305 | 0 | 6 | $-2 665 039 |
| Benjamin T May | Head of Fixed Income Services | 15 maja 2008 A | 37 967 | 0 | 0 | $0 |
| Ann C Gallo | Dyrektor | 30 czerwca 2026 A | 8 071 | 0 | 0 | $0 |
| Brian R Sterling | Dyrektor | 30 czerwca 2026 A | 104 910 | 0 | 0 | $0 |
| Philip Soran | Dyrektor | 30 czerwca 2026 A | 81 633 | 0 | 1 | $-189 596 |
| Robbin Mitchell | Dyrektor | 12 czerwca 2026 A | 15 755 | 0 | 0 | $0 |
| Scott C Taylor | Dyrektor | 12 czerwca 2026 A | 68 014 | 0 | 0 | $0 |
| Victoria M Holt | Dyrektor | 12 czerwca 2026 A | 31 863 | 0 | 0 | $0 |
| Stuart Essig | Dyrektor | 20 maja 2026 A | 2 575 | 0 | 0 | $0 |
| Thomas S Schreier JR | — | 20 maja 2026 A | 32 479 | 0 | 0 | $0 |
| Jean-Paul M Peltier | — | 26 lutego 2026 F | 37 587 | 0 | 0 | $0 |
| Jonathan J Doyle | — | 4 sierpnia 2025 S | 132 910 | 0 | 0 | $0 |
| Sherry M Smith | — | 13 czerwca 2025 A | 10 831 | 0 | 0 | $0 |
| William R Fitzgerald | — | 13 czerwca 2025 A | 25 517 | 0 | 0 | $0 |
| James P Baker | — | 16 maja 2025 P | 59 867 | 0 | 0 | $0 |
| Michael R Dillahunt | — | 27 lutego 2025 F | 19 487 | 0 | 0 | $0 |
| John W Geelan | — | 27 lutego 2025 F | 14 645 | 0 | 0 | $0 |
| Chad R Abraham | — | 27 lutego 2025 F | 53 558 | 0 | 0 | $0 |
| Katherine Patricia Clune | — | 16 lutego 2025 F | 13 256 | 0 | 0 | $0 |
| Timothy L Carter | — | 24 lutego 2023 F | 18 688 | 0 | 0 | $0 |
| Addison L Piper | — | 12 marca 2021 A | 31 542 | 0 | 0 | $0 |
| Scott R Larue | — | 25 lutego 2021 G | 51 732 | 0 | 0 | $0 |
| Kristine B Johnson | — | 13 grudnia 2019 A | 11 794 | 0 | 0 | $0 |
| Andrew S Duff | — | 16 lutego 2019 F | 185 485 | 0 | 0 | $0 |
| Michele Volpi | — | 17 maja 2018 F | 12 342 | 0 | 0 | $0 |
| Francis E Fairman IV | — | 2 lutego 2018 S | 47 469 | 0 | 0 | $0 |
| Christopher D Crawshaw | — | 4 sierpnia 2017 S | 26 583 | 0 | 0 | $0 |
| Thomas Gregory Smith | — | 31 lipca 2017 S | 15 279 | 0 | 0 | $0 |
| Martin Bradley Winges | — | 28 lipca 2017 S | 46 133 | 0 | 0 | $0 |
| Christine N Esckilsen | — | 22 maja 2017 M | 8 425 | 0 | 0 | $0 |
| Jeffrey P Klinefelter | — | 22 maja 2017 M | 54 759 | 0 | 0 | $0 |
| Michael E Frazier | — | 11 maja 2017 A | 161 639 | 0 | 0 | $0 |
| Stuart C. Harvey JR | — | 8 listopada 2016 P | 4 000 | 0 | 0 | $0 |
| Lisa Polsky | — | 13 maja 2015 A | 14 254 | 0 | 0 | $0 |
| Michael Francis | — | 30 stycznia 2014 M | 12 751 | 0 | 0 | $0 |
| Hope B Woodhouse | — | 8 maja 2013 A | 8 613 | 0 | 0 | $0 |
| Brien M O'Brien | — | 27 lutego 2013 S | 116 616 | 0 | 0 | $0 |
| Ronald T Firebaugh | — | 15 maja 2012 A | 41 000 | 0 | 0 | $0 |
| Robert W Peterson | — | 15 maja 2012 A | 102 760 | 0 | 0 | $0 |
| Jean M Taylor | — | 9 maja 2012 A | 9 483 | 0 | 0 | $0 |
| Frank L Sims | — | 9 maja 2012 A | 17 483 | 0 | 0 | $0 |
| James L Chosy | — | 1 marca 2012 G | 3 827 | 0 | 0 | $0 |
| Thomas P Schnettler | — | 15 lutego 2011 A | 167 249 | 0 | 0 | $0 |
| David I Wilson | — | 15 maja 2010 F | 37 087 | 0 | 0 | $0 |
| Virginia Gambale | — | 5 maja 2010 A | 3 033 | 0 | 0 | $0 |
| Alex Po-Ming Ko | — | 16 lutego 2010 A | 6 828 | 0 | 0 | $0 |
| Jon W Salveson | — | 16 lutego 2010 A | 125 444 | 0 | 0 | $0 |
| Samuel L Kaplan | — | 7 maja 2009 A | 3 000 | 0 | 0 | $0 |
| Richard A Zona | — | 2 maja 2006 A | 2 589 | 0 | 0 | $0 |
| Sandra G Sponem | — | 21 lutego 2006 A | 12 060 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 34 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 |
|---|---|---|---|---|
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1,30% | 55 315 SH | 20 sierpnia 2026 | Dziennie |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1,09% | 4 479 SH | 20 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,91% | 34 780 SH | 20 sierpnia 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,33% | 11 077 SH | 20 sierpnia 2026 | Dziennie |
| IWO · iShares Trust | 0,33% | 661 554 SH | 20 sierpnia 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,30% | 75 680 SH | 19 sierpnia 2026 | Dziennie |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,29% | 43 436 SH | 19 sierpnia 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,26% | 236 298 SH | 19 sierpnia 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,24% | 65 961 SH | 19 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,17% | 67 115 SH | 20 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,17% | 1 826 230 SH | 20 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,16% | 21 245 SH | 20 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,15% | 406 766 SH | 19 sierpnia 2026 | Dziennie |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,12% | 34 330 SH | 20 sierpnia 2026 | Dziennie |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 982 508 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,09% | 36 048 SH | 20 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | 0,08% | 2 996 SH | 20 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 775 925 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,06% | 1 548 396 SH | 19 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,06% | 113 259 SH | 19 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,05% | 4 304 SH | 20 sierpnia 2026 | Dziennie |
| VYM · VANGUARD WHITEHALL FUNDS | 0,02% | 276 833 SH | 19 sierpnia 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 139 588 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5 724 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,01% | 15 538 SH | 19 sierpnia 2026 | Dziennie |
| ITOT · iShares Trust | 0,01% | 88 940 SH | 20 sierpnia 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 18 172 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 53 553 SH | 19 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | — | 4 108 913 SH | 20 sierpnia 2026 | Dziennie |
| IJT · iShares Trust | — | 338 101 SH | 19 sierpnia 2026 | Dziennie |
| IJS · iShares Trust | — | 276 716 SH | 19 sierpnia 2026 | Dziennie |
| IAI · iShares Trust | — | 81 917 SH | 19 sierpnia 2026 | Dziennie |
| XJR · iShares Trust | — | 9 206 SH | 19 sierpnia 2026 | Dziennie |
| SMLF · iShares Trust | — | 121 756 SH | 20 sierpnia 2026 | Dziennie |