UMBF UMB Financial Corporation - Common Stock
O UMB Financial Corporation - Common Stock Przegląd firmy z Wikipedii
UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.
Czytaj więcej
UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.
UMB Financial is the parent company of UMB Bank, which ranks as one of America's Best Banks by Forbes and S&P Global Market Intelligence, based on eight financial measures of asset quality, capital adequacy and profitability. UMB operates banking and wealth management centers in Missouri, Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.
History
In 1919, W.T. Kemper and Associates bought shares in City Center Bank, and R. Crosby Kemper became the president of the company. In 1926, the bank built a six-story headquarters, adding a drive-up service window in 1928. In 1934, the bank was renamed City National Bank and Trust Company and moved to Kansas City's financial center. In 1959, R. Crosby Kemper Jr. (a third generation banker from the Kemper family) became president of the bank and led the installation of its first computer processing system. City National acquired several other banks over the years as banking laws changed. In 1969, it reorganized as a holding company, Missouri Bancshares, which changed its name to United Missouri Bancshares (UMB) in 1971.
In 1987, UMB acquired FCB Corp. and its three banks in Southern Illinois. In 1992, UMB expanded into Colorado with the purchase of Valley Bank and National Bank of the West in Colorado Springs. UMB acquired Denver's Columbine National Bank in 1992, and in 1994, all of UMB's Colorado banks were merged into one entity, UMB Bank Colorado. To reflect its expansion outside of Missouri, UMB changed its name to the current UMB Financial Corporation in 1994. In 1995, UMB acquired Oklahoma Bank and its holding company, First Sooner Bancshares. That same year, UMB entered the online banking market in conjunction with Visa Interactive.
In 2001, UMB purchased Sunstone Financial Group Inc. and rebranded it to UMB Fund Services, Inc. It followed in 2002 with its purchase of State Street Bank & Trust Company of Missouri. In 2001 UMB also established Scout Investment Advisors Inc.
In February 2002, the UMB acquired naming rights to St. Louis' Riverport Amphitheatre and renamed it UMB Bank Pavilion. This agreement expired in 2006, after which Verizon Wireless purchased naming rights. In 2004, Peter deSilva became the president and Mariner Kemper became chairman and CEO of UMB Financial Corporation.
In June 2015, UMB acquired Marquette Financial Companies, which expanded its operations into the U.S states of Minnesota, Texas and Arizona.
In April 2017, the firm sold Reams Asset Management and Scouts Investments to Raymond James Financial for $172.5 million.
In December 2019, UMB had 91 branches located across eight U.S. states: Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas.
UMB acquired Heartland Financial in 2025, bringing it into five more states, including California, Minnesota, New Mexico, Iowa and Wisconsin (which used state and regional-focused brands for their ten banking divisions, all of which have taken the new UMB Bank name), and merged banking and marketing operations in full by the end of the year, with physical signage replaced with UMB branding in mid-October.
As of January 2026, UMB has 211 domestic locations in 14 states: Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.
Lines of business
Accounts Receivable Financing
Commercial Banking and Lending
Healthcare Services: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
Institutional Banking and Lending
Personal Banking: Private Wealth Management and Consumer Banking
Small Business Banking
Transportation Finance
Subsidiaries
Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment adviser that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
UMBF Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
UMBF Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 10 czerwca 2026 | $0,4300 |
| 10 marca 2026 | $0,4300 |
| 10 grudnia 2025 | $0,4300 |
| 10 września 2025 | $0,4000 |
| 10 czerwca 2025 | $0,4000 |
| 10 marca 2025 | $0,4000 |
| 10 grudnia 2024 | $0,4000 |
| 10 września 2024 | $0,3900 |
| 10 czerwca 2024 | $0,3900 |
| 8 marca 2024 | $0,3900 |
| 8 grudnia 2023 | $0,3900 |
| 8 września 2023 | $0,3800 |
| 9 czerwca 2023 | $0,3800 |
| 9 marca 2023 | $0,3800 |
| 9 grudnia 2022 | $0,3800 |
| 9 września 2022 | $0,3700 |
| 9 czerwca 2022 | $0,3700 |
| 9 marca 2022 | $0,3700 |
| 9 grudnia 2021 | $0,3700 |
| 9 września 2021 | $0,3700 |
UMBF Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 4 21,1%
- Kup 12 63,2%
- Trzymaj 3 15,8%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
13 analityków · 2026-08-16Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $3.56 | $3.19 | 0.37% |
| 31 marca 2026 | $3.35 | $2.86 | 0.49% |
| 31 grudnia 2025 | $2.74 | $2.60 | 0.14% |
| 30 września 2025 | $2.36 | $2.50 | -0.14% |
| 30 czerwca 2025 | $2.82 | $2.44 | 0.38% |
| 31 marca 2025 | $1.94 | $2.24 | -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 |
|---|---|---|---|---|---|---|
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| WBS | — | 10.7 | 11.9% | — | — | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | — |
| SSB | $9.33B | 12.0 | 56.1% | 29.8% | 8.9% | — |
| CFR | — | 12.8 | 8.3% | 29.0% | 14.8% | — |
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | — |
| ONB | $8.69B | 12.5 | — | 26.5% | 8.1% | — |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $919M | $224M | $46M | $77M | $192M | $122M | $58M | $28M | $19M | $14M | |
| Interest Income | $3.35B | $2.17B | $1.84B | $1.14B | $862M | $808M | $863M | $732M | $617M | $523M | $431M | $364M | |
| Pretax Income | $875M | $541M | $422M | $532M | $429M | $339M | $286M | $224M | $236M | $199M | $128M | $166M | |
| Income Tax | $173M | $100M | $72M | $100M | $76M | $52M | $42M | $27M | $53M | $45M | $32M | $45M | |
| Net Income | $702M | $441M | $350M | $432M | $353M | $287M | $244M | $196M | $247M | $159M | $116M | $121M | |
| EPS (Basic) | $9.35 | $9.05 | $7.22 | $8.93 | $7.31 | $5.95 | $4.99 | $3.97 | $5.02 | $3.25 | $2.46 | $2.69 | |
| EPS (Diluted) | $9.29 | $8.99 | $7.18 | $8.86 | $7.24 | $5.93 | $4.96 | $3.93 | $4.96 | $3.22 | $2.44 | $2.65 | |
| Shares (Basic) | 73,259,082 | 48,747,814 | 48,503,643 | 48,340,922 | 48,271,462 | 48,137,791 | 48,779,263 | 49,334,937 | 49,223,661 | 48,828,313 | 47,126,252 | 44,844,578 | |
| Shares (Diluted) | 73,670,643 | 49,056,956 | 48,763,820 | 48,747,399 | 48,738,292 | 48,343,750 | 49,089,877 | 49,770,737 | 49,839,290 | 49,277,055 | 47,579,334 | 45,445,283 | |
| EBITDA | · | · | · | · | · | · | · | · | · | $-2M | $-3M | · |
Bilans 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $7.77B | $8.45B | $5.53B | $1.56B | $9.21B | $3.50B | $1.67B | $1.67B | $1.72B | $1.06B | $819M | $1.79B | |
| PP&E (Net) | $398M | $222M | $242M | $264M | $271M | $293M | $300M | $284M | $276M | $289M | $281M | $258M | |
| PP&E (Gross) | $1.13B | $913M | $894M | $876M | $849M | $835M | $804M | $758M | $709M | $701M | $659M | $598M | |
| Goodwill | $1.84B | $207M | $207M | $207M | $175M | $181M | $181M | $181M | $181M | $181M | $228M | $210M | |
| Intangibles | $487M | $64M | $71M | $71M | $14M | $21M | $28M | $15M | $20M | $27M | $47M | $44M | |
| Total Assets | $73.09B | $50.41B | $44.01B | $38.51B | $42.69B | $33.13B | $26.56B | $23.35B | $21.77B | $20.68B | $19.09B | $17.50B | |
| Short-term Debt | · | · | $1.80B | · | · | · | · | · | · | · | $5M | · | |
| Total Liabilities | $65.40B | $46.94B | $40.91B | $35.85B | $39.55B | $30.11B | $23.95B | $21.12B | $19.59B | $18.72B | $17.20B | $15.86B | |
| Long-term Debt | $474M | $385M | $383M | $381M | $272M | $270M | $70M | $83M | $79M | $77M | $86M | $9M | |
| Total Debt | · | · | $1.80B | · | · | · | · | · | · | · | $5M | · | |
| Common Stock | $79M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | |
| Retained Earnings | $3.74B | $3.17B | $2.81B | $2.54B | $2.18B | $1.89B | $1.67B | $1.49B | $1.34B | $1.14B | $1.03B | $964M | |
| Treasury Stock | $165M | $336M | $343M | $347M | $323M | $338M | $278M | $274M | $212M | $211M | $212M | $281M | |
| AOCI | $-262M | $-573M | $-557M | $-703M | $126M | $318M | $83M | $-96M | $-46M | $-58M | $-4M | $11M | |
| Stockholders' Equity | $7.69B | $3.47B | $3.10B | $2.67B | $3.15B | $3.02B | $2.61B | $2.23B | $2.18B | $1.96B | $1.89B | $1.64B | |
| Liabilities + Equity | $73.09B | $50.41B | $44.01B | $38.51B | $42.69B | $33.13B | $26.56B | $23.35B | $21.77B | $20.68B | $19.09B | $17.50B | |
| Shares Outstanding | 75,960,675 | 48,814,177 | 48,554,127 | 48,319,404 | 48,430,805 | 48,006,386 | 49,097,606 | 49,117,222 | 49,894,990 | 49,673,056 | 49,396,366 | 45,532,188 |
Przepływy pieniężne 19
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $142M | $53M | $59M | $54M | $56M | $63M | $56M | $53M | $55M | $-2M | $-3M | $46M | |
| Stock-based Comp | $38M | $23M | $19M | $21M | $21M | $15M | $15M | $11M | $13M | $12M | $11M | $10M | |
| Deferred Tax | $83M | $-16M | $-20M | $-6M | $-13M | $-5M | $-153.0K | $-20M | $60M | $2M | $-645.0K | $-11M | |
| Amort. of Intangibles | $94M | $8M | $9M | $5M | $5M | $7M | $6M | $6M | $7M | $9M | $8M | $12M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $125M | $92M | · | |
| Operating Cash Flow | $1.03B | $225M | $473M | $770M | $534M | $374M | $340M | $296M | $327M | $296M | $212M | $246M | |
| CapEx | $49M | $20M | $23M | $52M | $34M | $60M | $72M | $58M | $36M | $51M | $54M | $45M | |
| Investing Cash Flow | $-5.62B | $-3.26B | $-1.27B | $-3.85B | $-4.24B | $-4.49B | $-2.99B | $-1.75B | $-479M | $-1.50B | $-1.33B | · | |
| Debt Issued | · | · | · | $110M | · | $200M | $19M | $4M | $3M | $2M | $2M | $5M | |
| Net Debt Issued | $-200M | · | · | $110M | · | $200M | $14M | $2M | $1M | $-10M | $-8M | $4M | |
| Stock Issued | $235M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $18M | $8M | $8M | $32M | $6M | $64M | $4M | $77M | $15M | $16M | $8M | $6M | |
| Net Stock Activity | $218M | $-8M | $-8M | $-32M | $-6M | $-64M | $-4M | $-77M | $-15M | $-16M | $-8M | $-6M | |
| Dividends Paid | $136M | $77M | $74M | $72M | $67M | $60M | $59M | $58M | $52M | $49M | $46M | $41M | |
| Financing Cash Flow | $3.92B | $5.96B | $4.77B | $-4.58B | $9.42B | $5.95B | $2.64B | $1.41B | $804M | $1.45B | $150M | · | |
| Net Change in Cash | $-677M | $2.92B | $3.97B | $-7.66B | $5.72B | $1.83B | $-5M | $-42M | $652M | $245M | $-968M | $-795M | |
| Taxes Paid | $63M | $77M | $79M | $102M | $93M | $34M | $2M | $63M | $46M | · | · | · | |
| Free Cash Flow | $978M | $201M | $446M | $718M | $500M | $313M | $269M | $239M | $290M | $246M | $157M | $199M | |
| Levered FCF | · | · | $-317M | $536M | $463M | $248M | $106M | $132M | $245M | $224M | $144M | $189M |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.5% | 27.1% | 23.9% | 29.4% | 27.5% | 22.2% | 22.2% | 19.3% | 25.1% | 16.4% | 13.2% | 14.2% | |
| Pretax Margin | 33.0% | 33.2% | 28.8% | 36.2% | 33.5% | 26.2% | 26.1% | 22.1% | 24.1% | 21.3% | 18.1% | 19.4% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | -0.24% | -0.31% | · | |
| ROA | 1.1% | 0.93% | 0.85% | 1.1% | 0.93% | 0.96% | 0.98% | 0.87% | 1.2% | 0.80% | 0.63% | 0.70% | |
| ROE | 9.4% | 12.6% | 11.8% | 16.6% | 11.3% | 9.8% | 9.4% | 8.8% | 11.5% | 8.0% | 6.1% | 7.4% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.6 | · | · | · | · | · | · | · | 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 | 0.0 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 62.8% | 11.4% | -0.41% | 14.4% | -0.67% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 21.8% | 8.3% | 4.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 3.3% | 25.2% | -19.0% | 22.4% | 22.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.6% | 7.5% | 6.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 59.2% | 26.1% | -18.9% | 22.3% | 23.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.6% | 7.7% | 6.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 17.6% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.65B | $1.63B | $1.46B | $1.47B | $1.28B | $1.29B | $1.10B | $1.01B | $982M | $898M | $783M | $849M | |
| Net Income TTM | $702M | $441M | $350M | $432M | $353M | $287M | $244M | $196M | $247M | $159M | $116M | $121M | |
| Market Cap | $8.74B | $5.51B | $4.06B | $4.04B | $5.14B | $3.31B | $3.37B | $2.99B | $3.59B | $3.83B | $2.30B | $2.59B | |
| Enterprise Value | · | · | $328M | · | · | · | · | · | · | · | $1.49B | · | |
| P/E | 12.4 | 12.6 | 11.6 | 9.4 | 14.7 | 11.6 | 13.8 | 15.5 | 14.5 | 24.0 | 19.1 | 21.5 | |
| P/S | 3.3 | 3.4 | 2.8 | 2.7 | 4.0 | 2.6 | 3.1 | 3.0 | 3.7 | 4.3 | 2.9 | 3.1 | |
| P/B | 1.1 | 1.6 | 1.3 | 1.5 | 1.6 | 1.1 | 1.3 | 1.3 | 1.6 | 2.0 | 1.2 | 1.6 | |
| P / Tangible Book | 1.6 | 1.7 | 1.4 | 1.7 | 1.7 | 1.2 | · | · | · | · | · | · | |
| P / Cash Flow | 8.5 | 24.5 | 8.6 | 5.2 | 9.6 | 8.9 | 9.9 | 10.1 | 11.0 | 12.9 | 10.9 | 10.6 | |
| P / FCF | 8.9 | 27.4 | 9.1 | 5.6 | 10.3 | 10.6 | 12.5 | 12.5 | 12.4 | 15.6 | 14.6 | 13.0 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | -544.7 | · | |
| EV / FCF | · | · | 0.7 | · | · | · | · | · | · | · | 9.4 | · | |
| EV / Revenue | · | · | 0.2 | · | · | · | · | · | · | · | 1.9 | · | |
| Dividend Yield | 1.6% | 1.4% | 1.8% | 1.8% | 1.3% | 1.8% | 1.8% | 1.9% | 1.5% | 1.3% | 2.0% | 1.6% | |
| Earnings Yield | 8.1% | 8.0% | 8.6% | 10.6% | 6.8% | 8.6% | 7.2% | 6.5% | 6.9% | 4.2% | 5.2% | 4.7% | |
| Payout Ratio | 19.3% | 17.5% | 21.2% | 16.7% | 18.9% | 21.0% | 24.4% | 29.8% | 21.0% | 30.9% | 39.6% | 34.3% | |
| Annual Payout | $136M | $77M | $74M | $72M | $67M | $60M | $59M | $58M | $52M | $49M | $46M | $41M |
Rachunek zysków i strat 9
| Wskaźnik | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $293M | $281M | · | $250M | $236M | $167M | · | $67M | $24M | |
| Interest Income | $867M | $887M | $879M | $851M | $738M | $555M | $558M | $538M | $520M | $497M | $472M | $461M | $409M | $367M | $300M | $249M | |
| Pretax Income | $331M | $270M | $237M | $275M | $93M | $145M | $136M | $127M | $134M | $81M | $119M | $110M | $112M | $124M | $109M | $174M | |
| Income Tax | $70M | $55M | $48M | $58M | $12M | $25M | $26M | $26M | $24M | $10M | $23M | $20M | $19M | $24M | $21M | $36M | |
| Net Income | $261M | $215M | $188M | $217M | $81M | $120M | $110M | $101M | $110M | $71M | $97M | $90M | $92M | $100M | $88M | $138M | |
| EPS (Basic) | $3.36 | $2.91 | $2.38 | $2.84 | $1.22 | $2.45 | $2.25 | $2.08 | $2.27 | $1.46 | $1.99 | $1.86 | $1.91 | $2.07 | $1.82 | $2.85 | |
| EPS (Diluted) | $3.35 | $2.90 | $2.36 | $2.82 | $1.21 | $2.44 | $2.23 | $2.07 | $2.25 | $1.45 | $1.98 | $1.85 | $1.90 | $2.05 | $1.81 | $2.83 | |
| Shares (Basic) | 76,032,620 | -143,671,205 | 75,943,943 | 75,923,082 | 65,063,262 | -97,435,409 | 48,775,072 | 48,744,636 | 48,663,515 | -96,971,426 | 48,525,776 | 48,514,277 | 48,435,016 | -96,713,273 | 48,300,129 | 48,347,226 | |
| Shares (Diluted) | 76,399,233 | -144,434,031 | 76,366,818 | 76,241,798 | 65,496,058 | -97,916,669 | 49,078,497 | 48,974,265 | 48,920,863 | -97,413,851 | 48,762,696 | 48,668,413 | 48,746,562 | -97,407,546 | 48,648,804 | 48,673,964 |
Bilans 17
| Wskaźnik | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6.26B | $7.77B | $8.84B | $11.00B | $10.61B | $8.45B | $7.28B | $5.02B | $6.94B | · | $3.93B | $3.74B | $3.52B | · | $2.01B | $2.12B | |
| PP&E (Net) | $391M | $398M | $399M | $395M | $391M | $222M | $222M | $227M | $232M | · | $249M | $255M | $261M | · | $261M | $258M | |
| PP&E (Gross) | · | $1.13B | · | · | · | $913M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.84B | $1.84B | $1.84B | $1.81B | $1.80B | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $182M | $182M | |
| Intangibles | $463M | $487M | $511M | $532M | $557M | $64M | $66M | $67M | $69M | · | $73M | $75M | $76M | · | $13M | $14M | |
| Total Assets | $72.67B | $73.09B | $71.88B | $71.76B | $69.35B | $50.41B | $47.50B | $44.47B | $45.34B | · | $41.46B | $41.24B | $40.61B | · | $37.58B | $37.51B | |
| Short-term Debt | · | · | · | · | · | · | $1.05B | $1.30B | $1.80B | · | $2.30B | $1.80B | $2.80B | · | · | · | |
| Total Liabilities | $64.85B | $65.40B | $64.44B | $64.47B | $62.60B | $46.94B | $43.96B | $41.24B | $42.19B | · | $38.66B | $38.41B | $37.79B | · | $35.06B | $34.86B | |
| Long-term Debt | $477M | $474M | $471M | $657M | $654M | $385M | $385M | $384M | $384M | · | $383M | $382M | $382M | · | $382M | $273M | |
| Total Debt | · | · | · | · | · | · | $1.05B | $1.30B | $1.80B | · | $2.30B | $1.80B | $2.80B | · | · | · | |
| Common Stock | $79M | $79M | $79M | $79M | $79M | $55M | $55M | $55M | $55M | · | $55M | $55M | $55M | · | $55M | $55M | |
| Retained Earnings | $3.96B | $3.74B | $3.56B | $3.41B | $3.22B | $3.17B | $3.07B | $2.98B | $2.90B | · | $2.76B | $2.68B | $2.61B | · | $2.45B | $2.38B | |
| Treasury Stock | $180M | $165M | $165M | $166M | $167M | $336M | $337M | $339M | $339M | · | $344M | $344M | $344M | · | $347M | $347M | |
| AOCI | $-331M | $-262M | $-325M | $-442M | $-493M | $-573M | $-396M | $-606M | $-595M | · | $-792M | $-686M | $-627M | · | $-759M | $-565M | |
| Stockholders' Equity | $7.83B | $7.69B | $7.44B | $7.29B | $6.75B | $3.47B | $3.54B | $3.23B | $3.15B | $3.10B | $2.81B | $2.83B | $2.81B | $2.67B | $2.52B | $2.64B | |
| Liabilities + Equity | $72.67B | $73.09B | $71.88B | $71.76B | $69.35B | $50.41B | $47.50B | $44.47B | $45.34B | · | $41.46B | $41.24B | $40.61B | · | $37.58B | $37.51B | |
| Shares Outstanding | 75,977,250 | 75,960,675 | 75,953,713 | 75,927,002 | 75,917,456 | 48,814,177 | 48,797,672 | 48,745,090 | 48,743,348 | · | 48,529,097 | 48,517,750 | 48,507,116 | · | 48,309,638 | 48,305,286 |
Przepływy pieniężne 18
| Wskaźnik | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $35M | $37M | $37M | $38M | $29M | $13M | $13M | $13M | $14M | $14M | $15M | $15M | $15M | $14M | $14M | $13M | |
| Stock-based Comp | $13M | $9M | $8M | $8M | $13M | $7M | $5M | $6M | $5M | $6M | $4M | $4M | $5M | $5M | $5M | $6M | |
| Deferred Tax | $21M | $58M | $1M | $7M | $17M | $-9M | $55.0K | $-4M | $-3M | $-9M | $-788.0K | $-7M | $-4M | $24.0K | $-7M | $2M | |
| Amort. of Intangibles | $23M | $25M | $25M | $25M | $17M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | |
| Operating Cash Flow | $361M | $106M | $272M | $285M | $363M | $-67M | $124M | $112M | $56M | $85M | $232M | $154M | $2M | $144M | $219M | $210M | |
| CapEx | $5M | $11M | $14M | $15M | $9M | $10M | $2M | $3M | $2M | $-28.0K | $6M | $8M | $9M | $17M | $17M | $8M | |
| Investing Cash Flow | $-1.35B | $-2.14B | $-2.14B | $-2.00B | $663M | $-1.72B | $-588M | $-1.11B | $158M | $-689M | $-145M | $-398M | $-42M | $-937M | $-389M | $-1.71B | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Net Debt Issued | · | · | · | · | $-11M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | $0 | $0 | $0 | $235M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $33M | $79.0K | $2M | $290.0K | $15M | $0 | $201.0K | $0 | $8M | $271.0K | $194.0K | $0 | $8M | $191.0K | $0 | $9M | |
| Net Stock Activity | $-33M | · | · | · | $220M | · | · | · | $-8M | · | · | · | $-8M | · | · | · | |
| Dividends Paid | $40M | $41M | $33M | $32M | $30M | $20M | $19M | $20M | $19M | $19M | $18M | $18M | $18M | $18M | $18M | $18M | |
| Financing Cash Flow | $-522M | $967M | $-284M | $2.10B | $1.14B | $2.96B | $2.73B | $-925M | $1.20B | $2.21B | $100M | $460M | $2.01B | $340M | $64M | $-3.07B | |
| Net Change in Cash | $-1.51B | $-1.07B | $-2.15B | $386M | $2.16B | $1.17B | $2.26B | $-1.93B | $1.41B | $1.60B | $188M | $216M | $1.97B | $-453M | $-106M | $-4.57B | |
| Taxes Paid | $-1M | $10M | $33M | $19M | $2M | $854.0K | $20M | $55M | $1M | $12M | $18M | $48M | $2M | $22M | $25M | $54M | |
| Free Cash Flow | $357M | · | · | · | $354M | · | · | · | $54M | · | · | · | $-8M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-177M | · | · | · | $-146M | · | · | · |
Rentowność 4
| Wskaźnik | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 35.4% | · | 27.8% | 31.5% | 14.4% | · | 27.0% | 26.0% | 27.7% | · | 27.2% | 24.8% | 24.9% | · | 24.3% | 34.3% | |
| Pretax Margin | 44.8% | · | 34.9% | 39.9% | 16.5% | · | 33.4% | 32.5% | 33.6% | · | 33.5% | 30.2% | 30.0% | · | 30.0% | 43.3% | |
| ROA | 0.37% | · | 0.32% | 0.37% | 0.14% | · | 0.25% | 0.24% | 0.26% | · | 0.24% | 0.23% | 0.23% | · | 0.23% | 0.37% | |
| ROE | 3.6% | · | 3.4% | 4.1% | 1.6% | · | 3.5% | 3.4% | 3.7% | · | 3.6% | 3.3% | 3.3% | · | 3.1% | 4.8% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | 0.3 | 0.4 | 0.6 | · | 0.8 | 0.6 | 1.0 | · | · | · |
Efektywność 1
| Wskaźnik | Trend | 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 | Q2 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) 14
| Wskaźnik | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.67B | · | $2.34B | $2.05B | $1.76B | · | $1.55B | $1.51B | $1.49B | · | $1.45B | $1.50B | $1.47B | · | $1.42B | $1.39B | |
| Net Income TTM | $748M | · | $597M | $510M | $403M | · | $418M | $398M | $389M | · | $367M | $408M | $424M | · | $426M | $425M | |
| Market Cap | $8.57B | · | $8.99B | $7.98B | $7.68B | · | $5.13B | $4.07B | $4.24B | · | $3.01B | $2.95B | $2.80B | · | $4.07B | $4.16B | |
| Enterprise Value | · | · | · | · | · | · | $-1.10B | $350M | $-903M | · | $1.38B | $1.02B | $2.08B | · | · | · | |
| P/E | 11.6 | · | 13.7 | 12.6 | 13.0 | · | 12.3 | 10.2 | 10.9 | · | 8.2 | 7.3 | 6.6 | · | 9.6 | 9.9 | |
| P/S | 3.2 | · | 3.8 | 3.9 | 4.4 | · | 3.3 | 2.7 | 2.8 | · | 2.1 | 2.0 | 1.9 | · | 2.9 | 3.0 | |
| P/B | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 1.5 | 1.3 | 1.3 | · | 1.1 | 1.0 | 1.0 | · | 1.6 | 1.6 | |
| P / Tangible Book | 1.6 | · | 1.8 | 1.6 | 1.7 | · | 1.6 | 1.4 | 1.5 | · | 1.2 | 1.2 | 1.1 | · | 1.7 | 1.7 | |
| P / Cash Flow | 23.7 | · | · | · | 21.1 | · | · | · | 75.5 | · | · | · | 1650.8 | · | · | · | |
| P / FCF | 24.0 | · | · | · | 21.7 | · | · | · | 78.9 | · | · | · | -362.1 | · | · | · | |
| EV / FCF | · | · | · | · | · | · | · | · | -16.8 | · | · | · | -268.6 | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | -0.7 | 0.2 | -0.6 | · | 1.0 | 0.7 | 1.4 | · | · | · | |
| Earnings Yield | 8.6% | · | 7.3% | 7.9% | 7.7% | · | 8.1% | 9.8% | 9.2% | · | 12.2% | 13.8% | 15.1% | · | 10.4% | 10.1% | |
| Payout Ratio | 15.2% | · | · | · | 37.0% | · | · | · | 17.2% | · | · | · | 19.9% | · | · | · |
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 | $702M | $441M | $350M | $432M | $353M |
| Rozwodniony EPS | $9.29 | $8.99 | $7.18 | $8.86 | $7.24 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | — | — | 0.6 | — | — |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $978M | $201M | $446M | $718M | $500M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
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Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 507 emitentów · $6.5B 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.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 84 (+3 vs poprzedni kw.) | 47 (+22 vs poprzedni kw.) | 171 (+14 vs poprzedni kw.) | 131 (-15 vs poprzedni kw.) | +2.6M |
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 | $601 465 439 | 4 213 123 | 9,27% | Akcje |
| STATE STREET CORP | $591 787 841 | 4 133 285 | 9,12% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $446 887 053 | 3 130 338 | 6,89% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $406 448 998 | 2 847 080 | 6,26% | Akcje |
| FMR LLC | $245 470 241 | 1 719 461 | 3,78% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $243 576 870 | 1 705 862 | 3,75% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $235 228 364 | 1 647 719 | 3,63% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $221 413 192 | 1 550 947 | 3,41% | Akcje |
| EARNEST PARTNERS LLC | $177 369 307 | 1 242 430 | 2,73% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $149 315 726 | 1 045 921 | 2,30% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $146 695 238 | 1 300 605 | 2,26% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $137 704 868 | 964 590 | 2,12% | Akcje |
| CITADEL ADVISORS LLC | $134 074 339 | 939 159 | 2,07% | Akcje |
| FIRST TRUST ADVISORS LP | $130 623 973 | 914 990 | 2,01% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $128 543 673 | 900 418 | 1,98% | Akcje |
| UMB Bank, n.a. | $104 810 395 | 734 172 | 1,62% | Akcje |
| NORGES BANK | $100 691 769 | 705 322 | 1,55% | Akcje |
| Clearbridge Investments, LLC | $99 878 389 | 699 624 | 1,54% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $98 924 972 | 692 946 | 1,52% | Akcje |
| Global Alpha Capital Management Ltd. | $98 550 797 | 690 325 | 1,52% | Akcje |
| JOHNSON INVESTMENT COUNSEL INC | $71 484 549 | 500 732 | 1,10% | Akcje |
| GOLDMAN SACHS GROUP INC | $70 234 494 | 491 976 | 1,08% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $67 901 510 | 475 634 | 1,05% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $61 150 810 | 428 347 | 0,94% | Akcje |
| Junto Capital Management LP | $58 923 762 | 412 747 | 0,91% | Akcje |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $58 645 380 | 410 797 | 0,90% | Akcje |
| CONGRESS ASSET MANAGEMENT CO | $56 625 272 | 396 647 | 0,87% | Akcje |
| VANGUARD GROUP INC | $52 237 823 | 454 084 | 0,81% | Akcje |
| EMERALD ADVISERS, LLC | $49 350 233 | 345 687 | 0,76% | Akcje |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $46 941 772 | 328 816 | 0,72% | Akcje |
| NFJ INVESTMENT GROUP, LLC | $44 205 920 | 309 652 | 0,68% | Akcje |
| Azora Capital LP | $39 240 584 | 274 871 | 0,60% | Akcje |
| Holocene Advisors, LP | $37 463 507 | 262 423 | 0,58% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36 291 020 | 254 210 | 0,56% | Akcje |
| Fisher Asset Management, LLC | $34 712 664 | 243 154 | 0,54% | Akcje |
| EMERALD MUTUAL FUND ADVISERS TRUST | $33 647 961 | 235 696 | 0,52% | Akcje |
| RHUMBLINE ADVISERS | $33 463 632 | 234 405 | 0,52% | Akcje |
| ProShare Advisors LLC | $32 243 773 | 225 860 | 0,50% | Akcje |
| Stieven Capital Advisors, L.P. | $29 132 319 | 204 065 | 0,45% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $28 797 678 | 201 721 | 0,44% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $28 004 230 | 196 163 | 0,43% | Akcje |
| Nuveen, LLC | $27 014 047 | 189 227 | 0,42% | Akcje |
| Qube Research & Technologies Ltd | $26 464 849 | 185 380 | 0,41% | Akcje |
| Aristotle Capital Boston, LLC | $25 886 538 | 181 329 | 0,40% | Akcje |
| WCM INVESTMENT MANAGEMENT, LLC | $25 865 348 | 182 176 | 0,40% | Akcje |
| BlackRock, Inc. | $24 448 364 | 171 255 | 0,38% | Akcje |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $24 332 014 | 170 440 | 0,38% | Akcje |
| BANK OF AMERICA CORP /DE/ | $22 888 139 | 160 326 | 0,35% | Akcje |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $20 808 269 | 145 757 | 0,32% | Akcje |
| Swiss National Bank | $20 717 331 | 145 120 | 0,32% | Akcje |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20 594 129 | 144 257 | 0,32% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $20 050 442 | 140 449 | 0,31% | Akcje |
| California Public Employees Retirement System | $18 985 652 | 132 990 | 0,29% | Akcje |
| Gator Capital Management, LLC | $18 480 282 | 129 450 | 0,28% | Akcje |
| FJ Capital Management LLC | $18 199 901 | 127 486 | 0,28% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $16 806 564 | 117 726 | 0,26% | Akcje |
| Interval Partners, LP | $16 539 460 | 115 855 | 0,25% | Akcje |
| STRS OHIO | $16 517 332 | 115 700 | 0,25% | Akcje |
| Boston Trust Walden Corp | $15 856 639 | 111 072 | 0,24% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $15 856 496 | 111 071 | 0,24% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15 098 583 | 105 762 | 0,23% | Akcje |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $13 098 230 | 91 750 | 0,20% | Akcje |
| THIRD AVENUE MANAGEMENT LLC | $11 170 256 | 78 245 | 0,17% | Akcje |
| MetLife Investment Management, LLC | $10 874 172 | 76 171 | 0,17% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $10 826 918 | 75 840 | 0,17% | Akcje |
| Retirement Systems of Alabama | $10 545 253 | 73 867 | 0,16% | Akcje |
| SummitTX Capital, L.P. | $10 422 622 | 73 008 | 0,16% | Akcje |
| AMERIPRISE FINANCIAL INC | $10 075 552 | 70 564 | 0,16% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $10 032 031 | 70 272 | 0,15% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9 832 807 | 87 178 | 0,15% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 811 895 | 68 730 | 0,15% | Akcje |
| Vest Financial, LLC | $8 688 802 | 60 863 | 0,13% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $7 770 855 | 54 433 | 0,12% | Akcje |
| Karl Kapital LLC | $7 426 232 | 52 019 | 0,11% | Akcje |
| Swedbank AB | $7 423 520 | 52 000 | 0,11% | Akcje |
| BROWN ADVISORY INC | $7 402 820 | 51 855 | 0,11% | Akcje |
| NICOLET BANKSHARES INC | $7 360 277 | 51 557 | 0,11% | Akcje |
| Hillsdale Investment Management Inc. | $7 289 326 | 51 060 | 0,11% | Akcje |
| Freestone Grove Partners LP | $7 160 842 | 50 160 | 0,11% | Akcje |
| BARCLAYS PLC | $6 961 119 | 48 761 | 0,11% | Akcje |
| Horizon Investments, LLC | $6 881 032 | 48 200 | 0,11% | Akcje |
| PALISADE CAPITAL MANAGEMENT, LP | $6 797 375 | 47 614 | 0,10% | Akcje |
| Midwest Trust Co | $6 721 284 | 47 081 | 0,10% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6 619 924 | 46 371 | 0,10% | Akcje |
| LPL Financial LLC | $6 619 556 | 46 368 | 0,10% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $6 523 563 | 45 018 | 0,10% | Akcje |
| OSAIC HOLDINGS, INC. | $6 371 231 | 44 629 | 0,10% | Akcje |
| Channing Capital Management, LLC | $6 285 295 | 44 027 | 0,10% | Akcje |
| B. Metzler seel. Sohn & Co. AG | $6 264 594 | 43 882 | 0,10% | Akcje |
| Petiole USA ltd | $6 084 717 | 42 622 | 0,09% | Akcje |
| Ceredex Value Advisors LLC | $6 074 438 | 42 550 | 0,09% | Akcje |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6 070 869 | 42 525 | 0,09% | Akcje |
| Legal & General Group Plc | $5 964 798 | 41 782 | 0,09% | Akcje |
| MidWestOne Financial Group, Inc. | $5 931 117 | 51 557 | 0,09% | Akcje |
| GHP Investment Advisors, Inc. | $5 497 358 | 48 740 | 0,08% | Akcje |
| PRUDENTIAL PLC | $5 444 724 | 38 139 | 0,08% | Akcje |
| Vanguard Global Advisers, LLC | $5 222 589 | 36 583 | 0,08% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $5 047 000 | 35 355 | 0,08% | Akcje |
| BRANT POINT INVESTMENT MANAGEMENT LLC | $5 030 149 | 35 235 | 0,08% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $4 927 076 | 34 513 | 0,08% | Akcje |
Insiderzy spółki 92 insiderów · 53 dyrektorzy generalni · 38 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| J. Mariner Kemper | Chairman and CEO | 11 lutego 2026 F | 328 710 | 0 | 9 | $-4 730 174 |
| Andrew J Iseman | CEO of Subsidiary | 14 marca 2017 F | 5 442 | 0 | 0 | $0 |
| Christian N Hoffman III | President & CEO of affiliate | 22 grudnia 2004 A | 316 | 0 | 0 | $0 |
| Crosby R Kemper III | Chairman & CEO | 21 maja 2004 M | 9 597 | 0 | 0 | $0 |
| Ram Shankar | Chief Financial Officer | 11 lutego 2026 F | 32 389 | 0 | 0 | $0 |
| Daniel C Stevens | CFO | 16 grudnia 2003 A | — | 0 | 0 | $0 |
| James D Rine | President | 9 czerwca 2026 S | 61 446 | 0 | 3 | $-1 508 354 |
| Phillip James Mason | President, Inst. Banking | 11 lutego 2026 F | 9 694 | 0 | 1 | $-90 728 |
| Nikki Farentino Newton | President, Private Wealth Mgmt | 11 lutego 2026 F | 13 981 | 0 | 1 | $-137 917 |
| Elizabeth Theresa Lewis | President - Consumer Banking | 9 lutego 2026 F | 4 714 | 0 | 0 | $0 |
| Abigail M Wendel | President - Consumer Banking | 13 marca 2024 M | 15 217 | 0 | 0 | $0 |
| Martin Dominic Karaba | President, Commercial Banking | 13 lutego 2023 F | 8 284 | 0 | 0 | $0 |
| Michael D Hagedorn | President of Subsidiary | 3 października 2018 S | 50 251 | 0 | 0 | $0 |
| Anthony J Fischer | President UMB Fund Services | 12 lutego 2018 F | 7 260 | 0 | 0 | $0 |
| Peter J Desilva | President and COO | 10 czerwca 2015 M | 111 091 | 0 | 0 | $0 |
| Craig L Anderson | President - Commercial Banking | 26 stycznia 2015 F | 17 905 | 0 | 0 | $0 |
| James A Sangster | President of Subsidiary | 22 stycznia 2013 F | 35 221 | 0 | 0 | $0 |
| Royce M Hammons | President of Oklahoma Region | 11 stycznia 2005 M | 1 076 | 0 | 0 | $0 |
| John Zader | EVP and COO of subsidiary | 12 marca 2014 M | 13 975 | 0 | 0 | $0 |
| Uma Wilson | Executive Vice President | 10 czerwca 2026 M | 24 415 | 0 | 2 | $-157 389 |
| Amy Harris | EVP and Chief Legal Officer | 11 lutego 2026 F | 7 849 | 0 | 1 | $-61 010 |
| David Carl Odgers | Chief Accounting Officer | 11 lutego 2026 F | 6 648 | 0 | 0 | $0 |
| Robert Brian Beaird | Chief Human Resource Officer | 11 lutego 2026 F | 10 543 | 0 | 0 | $0 |
| Shannon Andresen Johnson | Chief Administrative Officer | 11 lutego 2026 F | 34 775 | 0 | 1 | $-164 833 |
| Thomas S Terry | Chief Credit Officer | 11 lutego 2026 F | 36 402 | 0 | 0 | $0 |
| Stacy H King | Chief Risk Officer | 31 grudnia 2025 F | 8 955 | 0 | 2 | $-178 315 |
| John Pauls | EVP & General Counsel | 11 grudnia 2024 G | 6 183 | 0 | 0 | $0 |
| James Cornelius | Executive Vice President | 15 lutego 2023 S | 6 468 | 0 | 0 | $0 |
| Walker J Brian | Chief Accounting Officer | 27 stycznia 2020 F | 3 074 | 0 | 0 | $0 |
| Jennifer M Payne | Sr. Vice President | 1 listopada 2019 M | 9 288 | 0 | 0 | $0 |
| Dana H Abraham | Executive Vice President | 13 lutego 2019 A | 11 268 | 0 | 0 | $0 |
| Jay Benjamin Morris | Executive Vice President | 13 lutego 2019 A | 9 412 | 0 | 0 | $0 |
| Christian R Swett | EVP/Chief Credit Officer | 12 lutego 2018 F | 9 356 | 0 | 0 | $0 |
| Scott A Stengel | EVP and General Counsel | 5 lutego 2016 A | 7 264 | 0 | 0 | $0 |
| David D King | EVP/Chief Risk Officer | 1 grudnia 2015 M | 9 646 | 0 | 0 | $0 |
| Christine L Pierson | EVP of Subsidiary | 26 stycznia 2015 F | 9 075 | 0 | 0 | $0 |
| Daryl S Hunt | EVP of Subsidiary | 26 stycznia 2015 F | 9 686 | 0 | 0 | $0 |
| Lawrence G Smith | Executive Vice President | 26 stycznia 2015 F | 6 347 | 0 | 0 | $0 |
| Clyde F Wendel | Vice Chairman of Subsidiary | 17 stycznia 2014 F | 11 216 | 0 | 0 | $0 |
| Dennis R Rilinger | EVP and General Counsel | 17 stycznia 2014 F | 14 374 | 0 | 0 | $0 |
| Stephen M Kitts | EVP of Subsidiary | 22 stycznia 2013 F | 4 684 | 0 | 0 | $0 |
| Douglas F Page | EVP of Subsidiary | 22 stycznia 2013 F | 50 895 | 0 | 0 | $0 |
| Bradley J Smith | EVP of Subsidiary | 19 kwietnia 2011 F | 8 800 | 0 | 0 | $0 |
| Peter J Genovese | Vice Chairman | 19 kwietnia 2010 F | 24 518 | 0 | 0 | $0 |
| James C Thompson JR | EVP of Subsidiary | 21 stycznia 2008 F | 8 992 | 0 | 0 | $0 |
| Christopher G Treece | Sr VP and Controller | 13 grudnia 2006 A | — | 0 | 0 | $0 |
| Joseph J Gazzoli | EVP - Subsidiary | 19 kwietnia 2006 A | 2 561 | 0 | 0 | $0 |
| Vincent J Ciavardini | Vice Chairman | 19 kwietnia 2006 A | 3 298 | 0 | 0 | $0 |
| Mark A Schmidtlein | Vice Chairman - Subsidiary | 28 października 2005 M | 5 063 | 0 | 0 | $0 |
| Darren D Herrmann | Sr. Vice President - Treasurer | 22 grudnia 2004 A | — | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 6 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 |
|---|---|---|---|---|---|
| J MARINER KEMPER ×2 zgłoszenia | 23 marca 2026 | 4,81% | Aneks | Struktura kapitałowa | SEC |
| J. Mariner Kemper ×2 zgłoszenia | 30 kwietnia 2024 | — | Pierwotne zgłoszenie | M&A / sprzedaż | SEC |
| Robert C. Pohlad, Trustee of the Revocable Trust of Robert C. Pohlad Created U/A dated 8/9/91, as Amended, William M. Pohlad, Trustee of the Revocable Trust of William M. Pohlad Created U/A dated 4/15/02, as Amended, James O. Pohlad, Trustee of the Revocable Trust of James O. Pohlad Created U/A dated 10/10/87, as Amended ×2 zgłoszenia | 22 grudnia 2016 | — | Pierwotne zgłoszenie | — | SEC |
| IRS Identification Nos. of above persons (entities only) Thomas J. Wood III | 29 sierpnia 2007 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca | 23 grudnia 2004 | — | Pierwotne zgłoszenie | — | SEC |
| Niezgłoszona osoba raportująca | 17 czerwca 2004 | — | 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 100 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 |
|---|---|---|---|---|
| NBSM · Neuberger Berman ETF Trust | 1,99% | 34 218 NS | 31 maja 2026 | N-PORT |
| REGL · ProShares Trust | 1,68% | 214 143 NS | 31 maja 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 1,38% | 544 NS | 30 kwietnia 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 1,05% | 41 272 NS | 30 kwietnia 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,95% | 6 264 NS | 30 kwietnia 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,89% | 59 010 NS | 30 kwietnia 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,38% | 225 533 NS | 30 kwietnia 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,38% | 341 NS | 30 kwietnia 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,38% | 96 NS | 29 maja 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,31% | 5 382 NS | 30 kwietnia 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,29% | 309 815 NS | 30 kwietnia 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,28% | 6 004 NS | 31 maja 2026 | N-PORT |
| RSSL · Global X Funds | 0,28% | 31 509 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,28% | 15 845 NS | 31 maja 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,27% | 4 483 NS | 31 maja 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,26% | 8 192 NS | 30 kwietnia 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,25% | 12 099 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,24% | 3 421 NS | 31 maja 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,23% | 24 142 NS | 30 kwietnia 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,22% | 16 582 NS | 31 maja 2026 | N-PORT |
| MVV · ProShares Trust | 0,20% | 2 468 NS | 31 maja 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 37 496 NS | 30 kwietnia 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,20% | 343 491 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,19% | 216 212 NS | 30 kwietnia 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 29 071 NS | 30 kwietnia 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,18% | 1 182 NS | 30 kwietnia 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,17% | 192 955 NS | 31 maja 2026 | N-PORT |
| UMDD · ProShares Trust | 0,14% | 345 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,14% | 2 676 NS | 31 maja 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,14% | 94 944 NS | 31 maja 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 6 269 NS | 30 kwietnia 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,12% | 5 891 NS | 31 maja 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,11% | 19 853 NS | 30 kwietnia 2026 | N-PORT |
| URTY · ProShares Trust | 0,10% | 2 706 NS | 31 maja 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,09% | 1 038 NS | 30 kwietnia 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,09% | 2 811 NS | 31 maja 2026 | N-PORT |
| TILT · FlexShares Trust | 0,09% | 14 014 NS | 30 kwietnia 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,07% | 2 197 NS | 30 kwietnia 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,06% | 120 611 NS | 31 maja 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,05% | 62 002 NS | 30 kwietnia 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,05% | 1 645 NS | 31 maja 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,04% | 148 461 NS | 30 kwietnia 2026 | N-PORT |
| HDG · ProShares Trust | 0,04% | 68 NS | 31 maja 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,04% | 1 769 NS | 31 maja 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,03% | 3 289 NS | 31 maja 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,03% | 29 219 NS | 31 maja 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 6 747 NS | 30 kwietnia 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 3 948 NS | 30 kwietnia 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,02% | 18 423 NS | 31 maja 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,02% | 203 NS | 30 kwietnia 2026 | N-PORT |