VCTR Victory Capital Holdings, Inc. - Common Stock
$116,48
Cena · Sie 25, 2026
Dane fundamentalne na dzień Sie 6, 2026
Zakres 52 tyg.
$57–$120
95% of range
Ocena Analityków
HOLD
14 analysts
Cena Docelowa
$108
P/E (TTM)
28.5
ROE
13.5%
Marża Zysku Netto
25.3%
VCTR Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$116.48
Kapitalizacja Rynkowa
$7.47B
P/E (TTM)
28.5
EPS (TTM)
$4.08
Przychody (TTM)
$1.31B
Stopa dywidendy
2.1%
ROE
13.5%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$57 – $120
VCTR 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
$1.31B
2017-12-31
→
2025-12-31
EPS
$4.08
2017-12-31
→
2025-12-31
Wolny przepływ pieniężny
$381M
2017-12-31
→
2025-12-31
Marże
25.3%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
VCTR
Mediana porównawcza
P/E (TTM)
28.5
16.1
P/S (TTM)
5.7
4.0
P/B
3.1
1.8
Price / FCF (Cena / FCF)
19.6
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
VCTR
Mediana porównawcza
Operating Margin (Marża Operacyjna)
36.6%
—
Net Profit Margin (Marża Zysku Netto)
25.3%
23.0%
ROA
9.7%
3.4%
ROE
13.5%
8.4%
ROIC
14.9%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
VCTR
Mediana porównawcza
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
VCTR
Mediana porównawcza
Revenue YoY (Przychody R/R)
46.2%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
15.2%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
11.0%
—
EPS YoY
-6.9%
—
Net Income YoY (Zysk Netto R/R)
14.3%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
VCTR
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
47.6%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
2.1%
Wskaźnik Wypłaty Dywidendy
47.6%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 10 czerwca 2026 | $0,5000 |
| 10 marca 2026 | $0,4900 |
| 10 grudnia 2025 | $0,4900 |
| 10 września 2025 | $0,4900 |
| 10 czerwca 2025 | $0,4900 |
| 18 lutego 2025 | $0,4700 |
| 9 grudnia 2024 | $0,4400 |
| 10 września 2024 | $0,4100 |
| 10 czerwca 2024 | $0,3700 |
| 8 marca 2024 | $0,3350 |
| 8 grudnia 2023 | $0,3200 |
| 8 września 2023 | $0,3200 |
| 9 czerwca 2023 | $0,3200 |
| 9 marca 2023 | $0,3200 |
| 8 grudnia 2022 | $0,2500 |
| 9 września 2022 | $0,2500 |
| 9 czerwca 2022 | $0,2500 |
| 9 marca 2022 | $0,2500 |
| 9 grudnia 2021 | $0,1700 |
| 9 września 2021 | $0,1500 |
VCTR Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
14 analityków
- Mocne kupno 3 21,4%
- Kup 4 28,6%
- Trzymaj 7 50,0%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
6 analityków · 2026-08-20
Mediana
$106.50
Teraz
$116.48
Niski
$91.00
Wysoki
$123.00
Średni cel
$106.50
-8,6%
Średnia cel
$107.50
-7,7%
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 | $2.21 | $1.83 | 0.38% |
| 31 marca 2026 | $1.69 | $1.64 | 0.05% |
| 31 grudnia 2025 | $1.66 | $1.67 | -0.01% |
| 30 września 2025 | $1.51 | $1.58 | -0.07% |
| 30 czerwca 2025 | $1.45 | $1.47 | -0.02% |
| 31 marca 2025 | $1.20 | $1.38 | -0.18% |
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 |
|---|---|---|---|---|---|---|
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | — |
| ARCC | — | 10.9 | — | — | — | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| STEP | — | -7.0 | 69.7% | -26.9% | 457.6% | — |
| BXSL | $6.11B | 10.7 | — | — | 9.0% | — |
| HLNE | — | — | 6.5% | 32.8% | 30.5% | — |
| OBDC | $6.21B | 10.0 | — | — | 8.3% | — |
| MAIN | $5.43B | 15.3 | — | — | 16.8% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.31B | $893M | $821M | $855M | $890M | $775M | $612M | $413M | $413M | $298M | $241M | |
| SG&A Expense | $83M | $57M | $56M | $52M | $54M | $51M | $47M | $30M | $34M | $27M | $23M | |
| Operating Expenses | $828M | $466M | $493M | $456M | $516M | $461M | $448M | $299M | $319M | $273M | $208M | |
| Operating Income | $478M | $428M | $328M | $399M | $374M | $315M | $165M | $115M | $90M | $24M | $33M | |
| Other Non-op | $-40M | $-54M | $-53M | $-49M | $-23M | $-36M | $-44M | $-30M | $-52M | $-34M | $-26M | |
| Pretax Income | $438M | $374M | $276M | $350M | $351M | $279M | $121M | $85M | $38M | $-9M | $7M | |
| Income Tax | $108M | $85M | $63M | $75M | $72M | $66M | $28M | $21M | $13M | $-3M | $3M | |
| Net Income | $330M | $289M | $213M | $276M | $278M | $213M | $92M | $64M | $26M | $-6M | $4M | |
| EPS (Basic) | $4.13 | $4.47 | $3.22 | $4.02 | $4.10 | $3.14 | $1.37 | $0.96 | $0.47 | $-0.12 | $0.08 | |
| EPS (Diluted) | $4.08 | $4.38 | $3.12 | $3.81 | $3.75 | $2.88 | $1.26 | $0.90 | $0.43 | $-0.12 | $0.08 | |
| Shares (Basic) | 65,439,000 | 64,607,000 | 66,202,000 | 68,481,000 | 67,976,000 | 67,710,000 | 67,616,000 | 66,295,000 | 54,931,000 | 50,017,712 | 46,408,891 | |
| Shares (Diluted) | 66,376,000 | 65,928,000 | 68,214,000 | 72,266,000 | 74,151,000 | 73,719,000 | 73,466,000 | 70,511,000 | 59,577,000 | 50,017,712 | 48,090,753 | |
| EBITDA | $551M | $458M | $370M | $442M | $393M | $331M | $188M | $138M | $120M | · | · |
Bilans 19
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $164M | $127M | $124M | $38M | $70M | $23M | $37M | $51M | $13M | $16M | $15M | |
| PP&E (Net) | $24M | $12M | $20M | $21M | $25M | $19M | $13M | $9M | $9M | $10M | · | |
| PP&E (Gross) | $72M | $49M | $48M | $41M | $39M | $28M | $27M | $22M | $19M | $17M | · | |
| Accum. Depreciation | $48M | $37M | $29M | $20M | $14M | $9M | $14M | $13M | $10M | $7M | · | |
| Goodwill | $1.24B | $982M | $982M | $982M | $982M | $405M | $405M | $284M | $284M | $284M | $220M | |
| Intangibles | $2.48B | $1.26B | $1.28B | $1.31B | $1.35B | $1.16B | $1.18B | $388M | $408M | $434M | · | |
| Total Assets | $4.25B | $2.55B | $2.54B | $2.54B | $2.58B | $1.73B | $1.75B | $802M | $793M | $851M | · | |
| Capital Leases | $38M | $18M | $6M | $10M | · | · | · | · | · | · | · | |
| Deferred Tax | $480M | $157M | $129M | $108M | $63M | $38M | $5M | $6M | $4M | · | · | |
| Total Liabilities | $1.82B | $1.43B | $1.49B | $1.48B | $1.65B | $1.02B | $1.22B | $346M | $561M | $520M | · | |
| Long-term Debt | $970M | $964M | $989M | $986M | $1.13B | $769M | $925M | $269M | $483M | $419M | · | |
| Common Stock | $879.0K | $839.0K | $824.0K | $805.0K | $772.0K | · | · | · | $572.0K | $565.0K | · | |
| Paid-in Capital | · | · | · | · | · | · | · | $604M | $435M | $422M | · | |
| Retained Earnings | $1.10B | $925M | $737M | $609M | $403M | $162M | $-35M | $-120M | $-184M | $-75M | · | |
| Treasury Stock | $786M | $575M | $444M | $285M | $153M | · | · | · | $21M | $16M | · | |
| AOCI | $9M | $19M | $31M | $35M | $6M | $-7M | · | $-86.0K | $64.0K | $-537.0K | · | |
| Stockholders' Equity | $2.42B | $1.12B | $1.05B | $1.07B | $930M | $708M | $538M | $456M | $231M | $331M | $249M | |
| Liabilities + Equity | $4.25B | $2.55B | $2.54B | $2.54B | $2.58B | $1.73B | $1.75B | $802M | $793M | $851M | · | |
| Shares Outstanding | 64,150,000 | 63,653,000 | 64,254,714 | 67,325,534 | 68,662,779 | 16,205,689 | · | 0 | 55,118,673 | 56,505,321 | 47,066,744 |
Przepływy pieniężne 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $73M | $30M | $42M | $43M | $19M | $16M | $24M | $23M | $30M | $30M | $27M | |
| Deferred Tax | $34M | $33M | $22M | $36M | $19M | $35M | $-745.0K | $4M | $11M | $-3M | $2M | |
| Amort. of Intangibles | $62M | $21M | $29M | $35M | $13M | $13M | $21M | $20M | $26M | $27M | $25M | |
| Other Non-cash | $-52M | $-12M | $54M | $-19M | $59M | $-13M | $112M | $43M | $29M | · | · | |
| Operating Cash Flow | $385M | $340M | $330M | $335M | $376M | $251M | $227M | $134M | $96M | $40M | $41M | |
| CapEx | $4M | $1M | $5M | $5M | $13M | $8M | $5M | $3M | $5M | $1M | $2M | |
| Investing Cash Flow | $77M | $-4M | $-8M | $-6M | $-557M | $-12M | $-850M | $-12M | $-9M | $-210M | $-20M | |
| Stock Issued | $2M | $9M | $6M | $14M | $8M | $5M | $4M | · | $3M | $89M | $2M | |
| Stock Repurchased | $196M | $104M | $139M | $101M | $32M | $30M | $16M | $8M | $5M | $11M | $1M | |
| Net Stock Activity | $-194M | $-95M | $-133M | $-87M | $-23M | $-30M | $-16M | $-8M | $-1M | · | · | |
| Dividends Paid | $157M | $101M | $85M | $69M | $37M | $16M | $7M | $831.0K | $135M | $627.0K | $60M | |
| Financing Cash Flow | $-425M | $-333M | $-237M | $-360M | $227M | $-253M | $608M | $-84M | $-91M | $172M | $-31M | |
| Net Change in Cash | $37M | $3M | $85M | $-31M | $47M | $-14M | $-14M | $39M | $-4M | $1M | $-11M | |
| Taxes Paid | $73M | $52M | $39M | $36M | $55M | $38M | $25M | $18M | $758.0K | $495.0K | $613.0K | |
| Free Cash Flow | $381M | $339M | $325M | $330M | $364M | $243M | $222M | $132M | $91M | · | · |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 36.6% | 47.9% | 40.0% | 46.7% | 42.0% | 40.6% | · | 27.7% | 22.0% | · | · | |
| Net Margin | 25.3% | 32.3% | 26.0% | 32.2% | 31.3% | 27.4% | · | 15.4% | 6.3% | · | · | |
| Pretax Margin | 33.6% | 41.8% | 33.6% | 40.9% | 39.4% | 35.9% | · | 20.5% | 9.4% | · | · | |
| EBITDA Margin | 42.2% | 51.2% | 45.1% | 51.7% | 44.1% | 42.7% | · | 33.3% | 29.3% | · | · | |
| ROA | 9.7% | 11.3% | 8.4% | 10.7% | 12.9% | 12.2% | 7.2% | 8.0% | 3.1% | · | · | |
| ROE | 13.5% | 25.2% | 20.0% | 25.8% | 31.0% | 31.1% | 17.7% | 14.2% | 11.2% | · | · | |
| ROIC | 14.9% | 29.5% | 24.1% | 29.5% | 31.9% | 33.9% | 23.5% | 18.9% | 26.2% | · | · |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.3 | 0.4 | 0.4 | · | 0.5 | 0.5 | · | · |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 46.2% | 8.8% | -4.0% | -4.0% | 14.8% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.2% | 0.12% | 1.9% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.0% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -6.9% | 40.4% | -18.1% | 1.6% | 30.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 2.3% | 5.3% | 2.7% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 14.3% | 35.5% | -22.6% | -1.0% | 31.0% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 6.2% | 1.2% | 0.10% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 57.4% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.31B | $893M | $821M | $855M | $890M | $775M | $612M | $413M | $413M | · | · | |
| Net Income TTM | $330M | $289M | $213M | $276M | $278M | $213M | $92M | $64M | $26M | · | · | |
| Market Cap | $4.05B | $4.17B | $2.21B | $1.81B | $2.51B | · | · | $0 | · | · | · | |
| P/E | 15.5 | 14.9 | 11.0 | 7.0 | 9.7 | 8.6 | 16.6 | 11.4 | · | · | · | |
| P/S | 3.1 | 4.7 | 2.7 | 2.1 | 2.8 | · | · | 0.0 | · | · | · | |
| P/B | 1.7 | 3.7 | 2.1 | 1.7 | 2.7 | · | · | · | · | · | · | |
| P / Cash Flow | 10.5 | 12.3 | 6.7 | 5.4 | 6.7 | · | · | 0.0 | · | · | · | |
| P / FCF | 10.6 | 12.3 | 6.8 | 5.5 | 6.9 | · | · | 0.0 | · | · | · | |
| Dividend Yield | 3.9% | 2.4% | 3.9% | 3.8% | 1.5% | · | · | · | · | · | · | |
| Earnings Yield | 6.5% | 6.7% | 9.1% | 14.2% | 10.3% | 11.6% | 6.0% | 8.8% | · | · | · | |
| Payout Ratio | 47.6% | 35.0% | 40.1% | 25.1% | 13.4% | 7.6% | 8.0% | 1.3% | 523.4% | · | · | |
| Annual Payout | $157M | $101M | $85M | $69M | $37M | $16M | $7M | $831.0K | $135M | · | · |
Rachunek zysków i strat 13
| 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 | $435M | $388M | $374M | $361M | $351M | $220M | $232M | $226M | $220M | $216M | $206M | $210M | $204M | $201M | $202M | $207M | |
| SG&A Expense | $23M | $21M | $22M | $23M | $23M | $14M | $14M | $14M | $14M | $14M | $17M | $14M | $13M | $12M | $13M | $12M | |
| Operating Expenses | $242M | $229M | $221M | $223M | $257M | $127M | $121M | $105M | $109M | $131M | $119M | $130M | $117M | $127M | $122M | $109M | |
| Operating Income | $194M | $159M | $153M | $138M | $94M | $93M | $112M | $120M | $111M | $85M | $86M | $80M | $88M | $75M | $80M | $99M | |
| Other Non-op | $-6M | $-11M | $-12M | $-9M | $-7M | $-13M | $-13M | $-13M | $-15M | $-13M | $-13M | $-14M | $-13M | $-13M | $-10M | $-13M | |
| Pretax Income | $187M | $148M | $142M | $129M | $87M | $80M | $99M | $108M | $96M | $72M | $74M | $66M | $75M | $62M | $69M | $85M | |
| Income Tax | $48M | $36M | $29M | $33M | $28M | $18M | $22M | $26M | $22M | $16M | $18M | $14M | $18M | $13M | $17M | $13M | |
| Net Income | $139M | $112M | $113M | $97M | $59M | $62M | $77M | $82M | $74M | $56M | $55M | $52M | $57M | $49M | $52M | $73M | |
| EPS (Basic) | $1.70 | $1.34 | $1.35 | $1.12 | $0.69 | $0.97 | $1.20 | $1.26 | $1.15 | $0.86 | $0.85 | $0.79 | $0.85 | $0.73 | $0.76 | $1.06 | |
| EPS (Diluted) | $1.68 | $1.33 | $1.33 | $1.11 | $0.68 | $0.96 | $1.18 | $1.24 | $1.12 | $0.84 | $0.81 | $0.77 | $0.83 | $0.71 | $0.74 | $1.01 | |
| Shares (Basic) | 62,151,000 | 63,635,000 | -131,717,000 | 66,206,000 | 67,239,000 | 63,711,000 | -129,391,000 | 64,875,000 | 64,734,000 | 64,389,000 | -133,326,000 | 65,774,000 | 66,466,000 | 67,288,000 | -137,396,000 | 68,609,000 | |
| Shares (Diluted) | 62,782,000 | 64,388,000 | -133,282,000 | 66,964,000 | 67,980,000 | 64,714,000 | -132,176,000 | 66,057,000 | 66,075,000 | 65,972,000 | -137,689,000 | 67,676,000 | 68,500,000 | 69,727,000 | -146,130,000 | 71,877,000 | |
| EBITDA | $214M | $180M | · | $160M | $116M | $100M | · | $128M | $118M | $92M | · | $92M | $97M | $86M | · | $109M |
Bilans 18
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $70M | $76M | $164M | $116M | $108M | $176M | $127M | $188M | $119M | $80M | · | $108M | $44M | $38M | · | $67M | |
| PP&E (Net) | $21M | $22M | $24M | $26M | $28M | $11M | $12M | $14M | $16M | $18M | · | $21M | $22M | $20M | · | $23M | |
| PP&E (Gross) | · | · | $72M | $71M | $70M | · | $49M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $48M | $45M | $42M | · | $37M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.24B | $1.24B | $1.24B | $1.24B | $1.23B | $982M | $982M | $982M | $982M | $982M | $982M | $982M | $982M | $982M | $982M | $982M | |
| Intangibles | $2.44B | $2.46B | $2.48B | $2.50B | $2.52B | $1.26B | $1.26B | $1.27B | $1.27B | $1.28B | · | $1.29B | $1.30B | $1.30B | · | $1.32B | |
| Total Assets | $4.18B | $4.14B | $4.25B | $4.21B | $4.25B | $2.58B | $2.55B | $2.61B | $2.54B | $2.51B | · | $2.59B | $2.54B | $2.53B | · | $2.59B | |
| Capital Leases | · | · | $38M | $40M | $41M | $17M | $18M | $19M | · | · | · | $7M | $8M | $9M | · | $15M | |
| Deferred Tax | $492M | $487M | $480M | $478M | $466M | $163M | $157M | $152M | $142M | $133M | · | $125M | $120M | $111M | · | $103M | |
| Total Liabilities | $1.80B | $1.78B | $1.82B | $1.81B | $1.78B | $1.44B | $1.43B | $1.44B | $1.42B | $1.43B | · | $1.52B | $1.49B | $1.48B | · | $1.52B | |
| Long-term Debt | $968M | $968M | $970M | $972M | $966M | $965M | $964M | $983M | $982M | $990M | · | $988M | $987M | $986M | · | $1000M | |
| Common Stock | $886.0K | $884.0K | $879.0K | $877.0K | $877.0K | $844.0K | $839.0K | $837.0K | $835.0K | $832.0K | · | $822.0K | $817.0K | $815.0K | · | $803.0K | |
| Retained Earnings | $1.27B | $1.17B | $1.10B | $1.03B | $972M | $956M | $925M | $876M | $820M | $770M | · | $702M | $671M | $636M | · | $574M | |
| Treasury Stock | $1.03B | $930M | $786M | $735M | $607M | $584M | $575M | $471M | $465M | $458M | · | $384M | $378M | $330M | · | $244M | |
| AOCI | $7M | $9M | $9M | $9M | $13M | $16M | $19M | $22M | $25M | $28M | · | $34M | $34M | $30M | · | $37M | |
| Stockholders' Equity | $2.38B | $2.36B | $2.42B | $2.40B | $2.47B | $1.14B | $1.12B | $1.17B | $1.12B | $1.08B | $1.05B | $1.08B | $1.05B | $1.05B | $1.07B | $1.07B | |
| Liabilities + Equity | $4.18B | $4.14B | $4.25B | $4.21B | $4.25B | $2.58B | $2.55B | $2.61B | $2.54B | $2.51B | · | $2.59B | $2.54B | $2.53B | · | $2.59B | |
| Shares Outstanding | 61,561,000 | 62,544,000 | 64,150,000 | 65,082,104 | 66,925,722 | 63,925,017 | 63,653,000 | 64,924,081 | 64,808,655 | 64,671,237 | · | 65,911,628 | 65,618,689 | 66,880,947 | · | 68,481,824 |
Przepływy pieniężne 14
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $21M | $22M | $22M | $22M | $7M | $8M | $8M | $8M | $8M | $8M | $12M | $10M | $12M | $11M | $11M | |
| Amort. of Intangibles | · | · | $19M | $19M | $19M | · | $5M | $5M | $5M | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-12M | · | · | · | $12M | · | · | · | $5M | · | · | · | $3M | · | · | |
| Operating Cash Flow | $135M | $121M | $145M | $166M | $-7M | $81M | $92M | $100M | $80M | $69M | $97M | $92M | $77M | $64M | $67M | $103M | |
| CapEx | $1M | $849.0K | $599.0K | $1M | $890.0K | $2M | $155.0K | $398.0K | $225.0K | $500.0K | $796.0K | $2M | $2M | $572.0K | $959.0K | $1M | |
| Investing Cash Flow | $-3M | $17M | $-1M | $-458.0K | $80M | $-2M | $-2M | $-68.0K | $-605.0K | $-910.0K | $-2M | $-2M | $-2M | $-2M | $1M | $-505.0K | |
| Stock Issued | $434.0K | $2M | $118.0K | $342.0K | $831.0K | $549.0K | $2M | $2M | $2M | $3M | $874.0K | $2M | $1M | $2M | $2M | $9M | |
| Stock Repurchased | $91M | $127M | $51M | $119M | $26M | $451.0K | $97M | $2M | $2M | $3M | $57M | $2M | $45M | $34M | $40M | $32M | |
| Net Stock Activity | · | $-125M | · | · | · | $98.0K | · | · | · | $326.0K | · | · | · | $-33M | · | · | |
| Dividends Paid | $41M | $42M | $41M | $42M | $44M | $30M | $28M | $27M | $24M | $22M | $21M | $21M | $21M | $22M | $17M | $17M | |
| Financing Cash Flow | $-138M | $-225M | $-96M | $-157M | $-141M | $-31M | $-151M | $-31M | $-40M | $-111M | $-80M | $-25M | $-70M | $-62M | $-97M | $-78M | |
| Net Change in Cash | $-6M | $-88M | $48M | $8M | $-68M | $49M | $-62M | $69M | $39M | $-44M | $16M | $64M | $5M | $164.0K | $-28M | $24M | |
| Taxes Paid | $73M | $2M | $18M | $12M | $42M | $2M | $12M | $10M | $29M | $1M | $5M | $10M | $23M | $995.0K | $10M | $3M | |
| Free Cash Flow | · | $120M | · | · | · | $80M | · | · | · | $68M | · | · | · | $64M | · | · |
Rentowność 7
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 44.5% | 41.0% | · | 38.2% | 26.8% | 42.3% | · | 53.3% | 50.4% | 39.3% | · | 38.2% | 42.9% | 37.0% | · | 47.6% | |
| Net Margin | 32.0% | 28.9% | · | 26.7% | 16.7% | 28.2% | · | 36.3% | 33.8% | 25.8% | · | 24.8% | 27.8% | 24.5% | · | 35.1% | |
| Pretax Margin | 43.0% | 38.1% | · | 35.8% | 24.8% | 36.6% | · | 47.6% | 43.6% | 33.3% | · | 31.4% | 36.5% | 30.7% | · | 41.2% | |
| EBITDA Margin | 49.2% | 46.3% | · | 44.3% | 33.0% | 45.7% | · | 56.7% | 53.8% | 42.8% | · | 44.1% | 47.6% | 42.8% | · | 52.8% | |
| ROA | 3.3% | 3.3% | · | 2.8% | 1.7% | 2.4% | · | 3.1% | 2.9% | 2.2% | · | 2.0% | 2.2% | 1.9% | · | 3.3% | |
| ROE | 5.8% | 6.4% | · | 5.4% | 3.3% | 5.6% | · | 7.3% | 6.9% | 5.2% | · | 4.9% | 5.4% | 4.8% | · | 7.5% | |
| ROIC | 6.1% | 5.1% | · | 4.3% | 2.6% | 6.3% | · | 7.8% | 7.6% | 6.1% | · | 5.9% | 6.4% | 5.7% | · | 7.9% |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
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 | $1.54B | $1.32B | · | $1.16B | $1.02B | $881M | · | $871M | $849M | $831M | · | $822M | $829M | $855M | · | $880M | |
| Net Income TTM | $407M | $329M | · | $299M | $277M | $274M | · | $264M | $239M | $214M | · | $231M | $258M | $273M | · | $297M | |
| Market Cap | $5.17B | $4.10B | · | $4.21B | $4.26B | $3.70B | · | $3.60B | $3.09B | $2.74B | · | $2.20B | $2.07B | $1.96B | · | $1.60B | |
| P/E | 17.5 | 16.0 | · | 16.2 | 15.9 | 13.9 | · | 14.0 | 13.4 | 13.5 | · | 10.0 | 8.7 | 7.7 | · | 5.7 | |
| P/S | 3.4 | 3.1 | · | 3.6 | 4.2 | 4.2 | · | 4.1 | 3.6 | 3.3 | · | 2.7 | 2.5 | 2.3 | · | 1.8 | |
| P/B | 2.2 | 1.7 | · | 1.8 | 1.7 | 3.2 | · | 3.1 | 2.8 | 2.5 | · | 2.0 | 2.0 | 1.9 | · | 1.5 | |
| P / Cash Flow | · | 33.9 | · | · | · | 45.6 | · | · | · | 40.0 | · | · | · | 30.5 | · | · | |
| P / FCF | · | 34.1 | · | · | · | 46.5 | · | · | · | 40.2 | · | · | · | 30.8 | · | · | |
| Earnings Yield | 5.7% | 6.2% | · | 6.2% | 6.3% | 7.2% | · | 7.2% | 7.5% | 7.4% | · | 10.0% | 11.5% | 12.9% | · | 17.5% | |
| Payout Ratio | · | 37.1% | · | 43.6% | · | 48.3% | · | · | · | 40.2% | · | · | · | 44.9% | · | · |
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 | 2022-01-01 | |
|---|---|---|---|---|---|
| Przychody | $1.31B | $893M | $821M | $855M | — |
| Marża Operacyjna % | 36.6% | 47.9% | 40.0% | 46.7% | — |
| Zysk netto | $330M | $289M | $213M | $276M | — |
| Rozwodniony EPS | $4.08 | $4.38 | $3.12 | $3.81 | — |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-01-01 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $381M | $339M | $325M | $330M | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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) 380 emitentów · $2.5B 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.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 67 (+11 vs poprzedni kw.) | 30 (-1 vs poprzedni kw.) | 112 (-2 vs poprzedni kw.) | 112 (+17 vs poprzedni kw.) | -3.9M |
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 |
|---|---|---|---|---|
| Amundi | $248 819 617 | 2 960 024 | 9,84% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $185 337 085 | 2 204 819 | 7,33% | Akcje |
| Crestview Partners II GP, L.P. | $167 770 899 | 1 995 847 | 6,64% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $165 804 483 | 1 972 454 | 6,56% | Akcje |
| Capital World Investors | $164 040 316 | 1 951 467 | 6,49% | Akcje |
| STATE STREET CORP | $158 900 383 | 1 890 321 | 6,29% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $145 628 318 | 1 732 434 | 5,76% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $86 581 105 | 1 029 754 | 3,43% | Akcje |
| Granahan Investment Management, LLC | $85 349 733 | 1 015 343 | 3,38% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $84 154 904 | 1 001 129 | 3,33% | Akcje |
| FMR LLC | $54 488 533 | 648 210 | 2,16% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49 010 006 | 583 036 | 1,94% | Akcje |
| ROYCE & ASSOCIATES LP | $44 488 671 | 529 249 | 1,76% | Akcje |
| Impax Asset Management Group plc | $44 131 500 | 525 000 | 1,75% | Akcje |
| Annex Advisory Services, LLC | $38 753 844 | 591 842 | 1,53% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $37 137 960 | 441 803 | 1,47% | Akcje |
| TimesSquare Capital Management, LLC | $34 482 488 | 526 611 | 1,36% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $31 890 027 | 379 372 | 1,26% | Akcje |
| Bank of New York Mellon Corp | $31 655 483 | 376 582 | 1,25% | Akcje |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $28 492 725 | 338 957 | 1,13% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $26 640 547 | 316 923 | 1,05% | Akcje |
| Public Sector Pension Investment Board | $26 049 437 | 309 891 | 1,03% | Akcje |
| Mariner, LLC | $25 626 220 | 304 855 | 1,01% | Akcje |
| GOLDMAN SACHS GROUP INC | $25 435 715 | 302 590 | 1,01% | Akcje |
| Swedbank AB | $21 015 000 | 250 000 | 0,83% | Akcje |
| JB CAPITAL PARTNERS LP | $20 326 717 | 241 812 | 0,80% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $20 085 626 | 238 944 | 0,79% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $19 612 123 | 233 311 | 0,78% | Akcje |
| FRANKLIN RESOURCES INC | $14 175 794 | 168 639 | 0,56% | Akcje |
| RBF Capital, LLC | $12 530 236 | 149 063 | 0,50% | Akcje |
| BARCLAYS PLC | $12 238 884 | 145 597 | 0,48% | Akcje |
| FIRST TRUST ADVISORS LP | $11 459 479 | 136 325 | 0,45% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $11 403 876 | 135 664 | 0,45% | Akcje |
| Aptus Capital Advisors, LLC | $9 796 101 | 116 537 | 0,39% | Akcje |
| RHUMBLINE ADVISERS | $8 979 098 | 106 818 | 0,36% | Akcje |
| BANK OF AMERICA CORP /DE/ | $8 796 543 | 104 646 | 0,35% | Akcje |
| Brandywine Global Investment Management, LLC | $8 659 039 | 137 249 | 0,34% | Akcje |
| ARGENT CAPITAL MANAGEMENT LLC | $8 548 061 | 101 690 | 0,34% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $8 218 294 | 97 767 | 0,33% | Akcje |
| Quantinno Capital Management LP | $8 117 234 | 96 564 | 0,32% | Akcje |
| Emerald Investment Advisers, LLC | $7 852 381 | 93 414 | 0,31% | Akcje |
| AMERIPRISE FINANCIAL INC | $7 363 572 | 87 599 | 0,29% | Akcje |
| Kendall Capital Management | $7 319 693 | 87 077 | 0,29% | Akcje |
| GABELLI FUNDS LLC | $7 118 033 | 84 678 | 0,28% | Akcje |
| KENNEDY CAPITAL MANAGEMENT LLC | $7 074 069 | 84 155 | 0,28% | Akcje |
| Steamboat Capital Partners, LLC | $7 053 895 | 83 915 | 0,28% | Akcje |
| MOODY NATIONAL BANK TRUST DIVISION | $7 023 801 | 83 557 | 0,28% | Akcje |
| Swiss National Bank | $6 867 702 | 81 700 | 0,27% | Akcje |
| Pembroke Management, LTD | $6 784 651 | 80 712 | 0,27% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $6 435 550 | 76 559 | 0,25% | Akcje |
| Keeley-Teton Advisors, LLC | $6 363 964 | 109 970 | 0,25% | Akcje |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6 177 653 | 73 491 | 0,24% | Akcje |
| Legal & General Group Plc | $5 931 190 | 70 559 | 0,23% | Akcje |
| Savant Capital, LLC | $5 837 533 | 78 456 | 0,23% | Akcje |
| ALPS ADVISORS INC | $5 721 796 | 68 068 | 0,23% | Akcje |
| CITIGROUP INC | $5 291 745 | 62 952 | 0,21% | Akcje |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $5 136 991 | 61 111 | 0,20% | Akcje |
| Livforsakringsbolaget Skandia, Omsesidigt | $4 710 156 | 56 100 | 0,19% | Akcje |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4 519 234 | 53 762 | 0,18% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 434 165 | 52 750 | 0,18% | Akcje |
| Aquatic Capital Management LLC | $4 380 703 | 52 114 | 0,17% | Akcje |
| ExodusPoint Capital Management, LP | $4 338 841 | 51 616 | 0,17% | Akcje |
| Huntleigh Advisors, Inc. | $4 075 481 | 48 483 | 0,16% | Akcje |
| PRUDENTIAL FINANCIAL INC | $3 984 024 | 47 395 | 0,16% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 954 098 | 47 039 | 0,16% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $3 831 104 | 58 508 | 0,15% | Akcje |
| Squarepoint Ops LLC | $3 619 203 | 43 055 | 0,14% | Akcje |
| MERCER GLOBAL ADVISORS INC /ADV | $3 580 366 | 42 593 | 0,14% | Akcje |
| UBS Group AG | $3 520 685 | 41 883 | 0,14% | Akcje |
| Brevan Howard Capital Management LP | $3 519 256 | 41 866 | 0,14% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $3 467 223 | 41 247 | 0,14% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 247 154 | 38 629 | 0,13% | Akcje |
| CREDIT AGRICOLE S A | $3 217 649 | 38 278 | 0,13% | Akcje |
| Campbell & CO Investment Adviser LLC | $3 164 691 | 37 648 | 0,13% | Akcje |
| Redhawk Wealth Advisors, Inc. | $3 062 640 | 36 434 | 0,12% | Akcje |
| Voleon Capital Management LP | $3 047 175 | 36 250 | 0,12% | Akcje |
| Qube Research & Technologies Ltd | $3 000 101 | 35 690 | 0,12% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $2 992 536 | 35 600 | 0,12% | Akcje |
| BlackRock, Inc. | $2 859 553 | 34 018 | 0,11% | Akcje |
| PEAK6 LLC | $2 748 762 | 32 700 | 0,11% | Opcja sprzedaży |
| Moran Wealth Management, LLC | $2 471 448 | 29 401 | 0,10% | Akcje |
| Gator Capital Management, LLC | $2 431 099 | 28 921 | 0,10% | Akcje |
| Nebula Research & Development LLC | $2 411 119 | 37 869 | 0,10% | Akcje |
| POLEN CAPITAL MANAGEMENT LLC | $2 372 425 | 28 223 | 0,09% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2 364 103 | 28 124 | 0,09% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2 340 819 | 27 847 | 0,09% | Akcje |
| Bard Financial Services, Inc. | $2 328 770 | 35 960 | 0,09% | Akcje |
| PICTON MAHONEY ASSET MANAGEMENT | $2 325 689 | 27 667 | 0,09% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $2 308 518 | 27 463 | 0,09% | Akcje |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2 286 516 | 27 201 | 0,09% | Akcje |
| DAYMARK WEALTH PARTNERS, LLC | $2 281 136 | 27 137 | 0,09% | Akcje |
| Allianz Asset Management GmbH | $2 259 518 | 34 507 | 0,09% | Akcje |
| MetLife Investment Management, LLC | $2 113 689 | 25 145 | 0,08% | Akcje |
| Fisher Asset Management, LLC | $2 049 802 | 24 385 | 0,08% | Akcje |
| Illinois Municipal Retirement Fund | $2 026 518 | 24 108 | 0,08% | Akcje |
| LPL Financial LLC | $1 897 576 | 22 574 | 0,08% | Akcje |
| Elo Mutual Pension Insurance Co | $1 861 341 | 22 143 | 0,07% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1 849 000 | 22 000 | 0,07% | Akcje |
| State of Tennessee, Department of Treasury | $1 843 604 | 21 932 | 0,07% | Akcje |
| OSAIC HOLDINGS, INC. | $1 836 476 | 21 846 | 0,07% | Akcje |
Insiderzy spółki 16 insiderów · 2 dyrektorzy generalni · 9 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Terence Francis Sullivan | CFO and Head of Strategy | 1 marca 2019 D | 14 000 | 0 | 0 | $0 |
| Kelly Stevenson Cliff | Pres., Investment Franchises | 23 lutego 2023 S | 431 422 | 0 | 0 | $0 |
| Mary M. Jackson | Dyrektor | 10 lipca 2026 A | 7 404 | 0 | 0 | $0 |
| Alan Rappaport | Dyrektor | 10 lipca 2026 A | 156 804 | 0 | 0 | $0 |
| Lawrence Davanzo | Dyrektor | 10 lipca 2026 A | 1 587 | 0 | 0 | $0 |
| Karin Hirtler-Garvey | Dyrektor | 10 lipca 2026 A | 41 860 | 0 | 0 | $0 |
| Richard M Demartini | Dyrektor | 10 lipca 2026 A | 274 063 | 0 | 0 | $0 |
| HURST ROBERT J/NY | Dyrektor | 10 lipca 2025 A | 28 772 | 0 | 0 | $0 |
| Milton R. Berlinski | Dyrektor | 10 stycznia 2024 A | 301 946 | 0 | 0 | $0 |
| James B Hawkes | Dyrektor | 10 lipca 2023 A | 424 605 | 0 | 0 | $0 |
| Alex J. Binderow | Dyrektor | 11 lipca 2022 A | 4 541 | 0 | 0 | $0 |
| Mannik S. Dhillon | — | 13 sierpnia 2026 M | 317 624 | 0 | 0 | $0 |
| David Craig Brown | — | 13 sierpnia 2026 M | 2 442 311 | 0 | 0 | $0 |
| Michael Dennis Policarpo | — | 13 sierpnia 2026 M | 1 274 887 | 0 | 0 | $0 |
| Nina Gupta | — | 13 sierpnia 2026 M | 254 742 | 0 | 0 | $0 |
| Thomas Michael Sipp | — | 13 sierpnia 2026 M | 140 405 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 3 akcje
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 |
|---|---|---|---|---|---|
| Amundi S.A., Amundi Asset Management S.A.S ×2 zgłoszenia | 20 maja 2025 | 0,00% | Aneks | Kampania zarządu | SEC |
| Amundi S.A. (2), Amundi Asset Management S.A.S. (2) | 15 lipca 2024 | — | Pierwotne zgłoszenie | — | SEC |
| David C. Brown (In his capacity as a member of the Employee Shareholders Committee), Michael D. Policarpo (In his capacity as a member of the Employee Shareholders Committee), Mannik S. Dhillon (In his capacity as a member of the Employee Shareholders Committee) ×8 zgłoszenia | 10 lipca 2024 | — | Pierwotne zgłoszenie | Kampania zarządu | 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 91 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 |
|---|---|---|---|---|
| ALIL · EA Series Trust | 4,71% | 14 276 NS | 29 maja 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 4,57% | 23 594 SH | 21 sierpnia 2026 | Dziennie |
| AMID · EA Series Trust | 3,98% | 49 464 NS | 29 maja 2026 | N-PORT |
| WBIF · Absolute Shares Trust | 1,56% | 4 363 NS | 30 czerwca 2026 | N-PORT |
| OSCV · ETF Series Solutions | 1,34% | 116 093 NS | 30 kwietnia 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1,13% | 3 054 SH | 21 sierpnia 2026 | Dziennie |
| CGMM · Capital Group Equity ETF Trust I | 1,09% | 359 741 NS | 31 maja 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 1,03% | 39 676 SH | 21 sierpnia 2026 | Dziennie |
| WBIG · Absolute Shares Trust | 0,97% | 3 173 NS | 30 czerwca 2026 | N-PORT |
| SAWS · ETF Series Solutions | 0,97% | 869 NS | 30 kwietnia 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 0,91% | 36 546 NS | 30 kwietnia 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,87% | 21 696 SH | 21 sierpnia 2026 | Dziennie |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,68% | 18 619 NS | 30 kwietnia 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 0,55% | 56 976 NS | 31 maja 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,41% | 69 473 NS | 30 kwietnia 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,33% | 7 309 SH | 21 sierpnia 2026 | Dziennie |
| BFOR · ALPS ETF Trust | 0,29% | 7 487 NS | 31 maja 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,28% | 411 NS | 30 kwietnia 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,28% | 35 800 SH | 19 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,23% | 58 739 SH | 21 sierpnia 2026 | Dziennie |
| FSCC · Federated Hermes ETF Trust | 0,23% | 7 476 NS | 31 maja 2026 | N-PORT |
| IWN · iShares Trust | 0,22% | 280 186 SH | 21 sierpnia 2026 | Dziennie |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,22% | 4 140 NS | 31 maja 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,21% | 161 799 SH | 19 sierpnia 2026 | Dziennie |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,20% | 3 598 NS | 30 kwietnia 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,20% | 627 428 NS | 31 maja 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 17 732 NS | 30 kwietnia 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 13 943 NS | 30 kwietnia 2026 | N-PORT |
| SAA · ProShares Trust | 0,18% | 569 NS | 31 maja 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,16% | 26 095 SH | 19 sierpnia 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,16% | 1 616 NS | 30 kwietnia 2026 | N-PORT |
| IWM · iShares Trust | 0,16% | 1 110 424 SH | 21 sierpnia 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,15% | 34 366 SH | 19 sierpnia 2026 | Dziennie |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,13% | 43 576 NS | 31 maja 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,13% | 1 456 NS | 31 maja 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 31 251 SH | 21 sierpnia 2026 | Dziennie |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,12% | 21 890 SH | 21 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,11% | 202 276 NS | 30 kwietnia 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,11% | 247 804 SH | 19 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,11% | 19 505 NS | 30 kwietnia 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,10% | 110 495 NS | 31 maja 2026 | N-PORT |
| RB · ProShares Trust | 0,10% | 14 NS | 31 maja 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 11 571 NS | 31 maja 2026 | N-PORT |
| IWO · iShares Trust | 0,10% | 126 823 SH | 21 sierpnia 2026 | Dziennie |
| ITWO · ProShares Trust | 0,10% | 2 120 NS | 31 maja 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,09% | 160 009 NS | 30 kwietnia 2026 | N-PORT |
| ISCG · iShares Trust | 0,09% | 7 898 SH | 21 sierpnia 2026 | Dziennie |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 228 469 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,08% | 2 090 SH | 21 sierpnia 2026 | Dziennie |
| TEXN · iShares Trust | 0,08% | 121 SH | 21 sierpnia 2026 | Dziennie |