WHG Westwood Holdings Group Inc Common Stock
$19,74
Cena · Sie 19, 2026
Dane fundamentalne na dzień Sie 6, 2026
Zakres 52 tyg.
$15–$21
80% of range
Ocena Analityków
—
Cena Docelowa
—
P/E (TTM)
21.8
ROE
5.7%
Marża Zysku Netto
7.2%
O Westwood Holdings Group Inc Common Stock Przegląd firmy z Wikipedii
WHG Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$19.73
Kapitalizacja Rynkowa
—
P/E (TTM)
21.8
EPS (TTM)
$0.79
Przychody (TTM)
$98M
Stopa dywidendy
—
ROE
5.7%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$15 – $21
WHG 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
$98M
2023-12-31
→
2025-12-31
EPS
$0.79
2023-12-31
→
2025-12-31
Wolny przepływ pieniężny
$19M
2023-12-31
→
2025-12-31
Marże
7.2%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
WHG
Mediana porównawcza
P/E (TTM)
21.8
11.7
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
WHG
Mediana porównawcza
Operating Margin (Marża Operacyjna)
5.1%
—
Net Profit Margin (Marża Zysku Netto)
7.2%
16.6%
ROA
4.5%
2.1%
ROE
5.7%
5.7%
ROIC
2.9%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
WHG
Mediana porównawcza
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
WHG
Mediana porównawcza
Revenue YoY (Przychody R/R)
3.2%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
12.5%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
8.5%
—
EPS YoY
203.8%
—
Net Income YoY (Zysk Netto R/R)
220.1%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
WHG
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
75.8%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
—
Wskaźnik Wypłaty Dywidendy
75.8%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 1 czerwca 2026 | $0,1500 |
| 3 marca 2026 | $0,1500 |
| 1 grudnia 2025 | $0,1500 |
| 2 września 2025 | $0,1500 |
| 2 czerwca 2025 | $0,1500 |
| 3 marca 2025 | $0,1500 |
| 2 grudnia 2024 | $0,1500 |
| 30 sierpnia 2024 | $0,1500 |
| 3 czerwca 2024 | $0,1500 |
| 29 lutego 2024 | $0,1500 |
| 30 listopada 2023 | $0,1500 |
| 31 sierpnia 2023 | $0,1500 |
| 1 czerwca 2023 | $0,1500 |
| 28 lutego 2023 | $0,1500 |
| 1 grudnia 2022 | $0,1500 |
| 1 września 2022 | $0,1500 |
| 2 czerwca 2022 | $0,1500 |
| 3 marca 2022 | $0,1500 |
| 2 grudnia 2021 | $0,1500 |
| 2 września 2021 | $0,1000 |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.33 | — | — |
| 31 marca 2026 | $0.31 | — | — |
| 31 grudnia 2025 | $0.36 | — | — |
| 30 września 2025 | $0.64 | — | — |
| 30 czerwca 2025 | $0.32 | — | — |
| 31 marca 2025 | $0.29 | — | — |
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 |
|---|---|---|---|---|---|---|
| WHG | — | 21.8 | 3.2% | 7.2% | 5.7% | — |
| PNNT | — | — | — | — | — | — |
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | — |
| LIEN | $236M | 7.1 | — | — | 11.0% | — |
| SPMC | — | — | — | — | — | — |
| BANX | — | — | — | — | — | — |
| EARN | — | — | — | — | — | — |
| OXSQ | — | — | — | — | — | — |
| WHF | $155M | 11.2 | — | — | 5.2% | — |
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 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $98M | $95M | $90M | $69M | $73M | $65M | $84M | $122M | $134M | $123M | $131M | $113M | |
| SG&A Expense | $11M | $12M | $13M | $9M | $8M | $9M | $10M | $10M | $10M | $9M | $9M | $6M | |
| Operating Expenses | $93M | $94M | $84M | $74M | $67M | $69M | $79M | $86M | $100M | $89M | $89M | $71M | |
| Operating Income | $5M | $830.0K | $6M | $-5M | $6M | $-3M | $5M | $36M | $34M | $34M | · | · | |
| Interest Income | · | · | · | · | · | $35.0K | $103.0K | · | · | · | · | · | |
| Pretax Income | $10M | $4M | $13M | $-5M | $14M | $-8M | $9M | $36M | $34M | $34M | $42M | $42M | |
| Income Tax | $3M | $2M | $3M | $-567.0K | $4M | $1M | $3M | $10M | $14M | $11M | $15M | $15M | |
| Net Income | $7M | $2M | $11M | $-5M | $10M | $-9M | $6M | $27M | $20M | $23M | $27M | $27M | |
| EPS (Basic) | $0.84 | $0.27 | $1.20 | $-0.59 | $1.24 | $-1.12 | $0.70 | $3.20 | $2.45 | $2.84 | $3.49 | $3.63 | |
| EPS (Diluted) | $0.79 | $0.26 | $1.17 | $-0.59 | $1.23 | $-1.12 | $0.70 | $3.13 | $2.38 | $2.77 | $3.33 | $3.45 | |
| Shares (Basic) | 8,374,352 | 8,163,465 | 7,964,423 | 7,844,363 | 7,875,395 | 7,987,554 | 8,408,017 | 8,365,360 | 8,147,742 | 7,961,891 | 7,756,647 | 7,512,348 | |
| Shares (Diluted) | 8,885,580 | 8,515,779 | 8,112,139 | 7,844,363 | 7,927,972 | 7,987,554 | 8,463,239 | 8,547,370 | 8,400,022 | 8,165,475 | 8,149,399 | 7,906,545 | |
| EBITDA | $5M | $830.0K | $6M | $-5M | $6M | $-3M | $5M | $36M | · | · | · | · |
Bilans 23
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $26M | $19M | $20M | $24M | $15M | $13M | $50M | $52M | $54M | $34M | $23M | $18M | |
| Short-term Investments | $21M | $28M | $33M | $15M | $65M | $70M | $50M | $66M | $51M | $56M | $72M | $80M | |
| Receivables | $17M | $14M | $14M | $14M | $11M | $9M | $13M | $18M | $22M | $23M | $20M | $15M | |
| Other Current Assets | $8M | $7M | $5M | $5M | $2M | $3M | $3M | $3M | $7M | $2M | $3M | $2M | |
| Current Assets | · | · | $72M | $58M | $94M | $96M | $117M | $140M | $138M | $116M | $118M | $119M | |
| PP&E (Net) | $536.0K | $951.0K | $1M | $2M | $2M | $3M | $4M | $4M | $4M | $4M | $2M | $3M | |
| Accum. Depreciation | $6M | $10M | $10M | $9M | $9M | $8M | $7M | $6M | $6M | $5M | $4M | $3M | |
| Goodwill | $40M | $40M | $40M | $36M | $16M | $16M | $20M | $20M | $27M | $27M | $27M | $11M | |
| Intangibles | $18M | $22M | $25M | $29M | $12M | $14M | $15M | $16M | $20M | $21M | $23M | $3M | |
| Other Non-current Assets | · | · | $1M | $929.0K | $634.0K | $464.0K | $364.0K | · | · | · | · | · | |
| Total Assets | $162M | $150M | $155M | $146M | $140M | $149M | $179M | $199M | $193M | $180M | $181M | $140M | |
| Accounts Payable | $8M | $6M | $6M | $6M | $3M | $2M | $2M | $3M | $4M | $3M | $4M | $2M | |
| Current Liabilities | · | · | $19M | $18M | $16M | $12M | $21M | $27M | $32M | $30M | $45M | $27M | |
| Capital Leases | · | · | $3M | $5M | $5M | $6M | $8M | $9M | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | $1M | $990.0K | |
| Total Liabilities | $36M | $28M | $33M | $36M | $22M | $18M | $30M | $38M | $36M | $34M | $47M | $30M | |
| Common Stock | $124.0K | $122.0K | $119.0K | $115.0K | $107.0K | $105.0K | $103.0K | $102.0K | $100.0K | $98.0K | $94.0K | $90.0K | |
| Retained Earnings | $9M | $6M | $5M | $-4M | $4M | $-2M | $11M | $31M | $29M | $32M | $30M | $20M | |
| Treasury Stock | $90M | $88M | $86M | $85M | $82M | $78M | $63M | $59M | $50M | $44M | $35M | $29M | |
| AOCI | · | · | · | · | · | $0 | $-3M | $-5M | $-2M | $-4M | $-5M | $-1M | |
| Stockholders' Equity | $126M | $122M | $122M | $111M | $118M | $131M | $148M | $161M | $156M | $146M | $134M | $110M | |
| Liabilities + Equity | $162M | $150M | $155M | $146M | $140M | $149M | $179M | $199M | $193M | $180M | $181M | $140M | |
| Shares Outstanding | 8,904,902 | 9,234,575,000 | 9,140,760 | 8,881,831 | 8,253,491 | 8,326,948 | 8,881,086 | 8,904,902 | 8,899,587 | 8,810,375 | 8,630,687 | 8,308,460 |
Przepływy pieniężne 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $938.0K | |
| Stock-based Comp | $5M | $6M | $7M | $6M | $6M | $7M | $10M | $15M | $16M | $16M | $18M | $14M | |
| Deferred Tax | $-208.0K | $-2M | $1M | $-916.0K | $620.0K | $754.0K | $3M | $-2M | $8M | $149.0K | $-3M | $-2M | |
| Amort. of Intangibles | $4M | $4M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $359.0K | |
| Operating Cash Flow | $19M | $21M | $-1M | $51M | $19M | $-10M | $32M | $31M | $48M | $47M | $55M | $27M | |
| CapEx | $86.0K | $109.0K | $147.0K | $320.0K | $178.0K | $93.0K | $593.0K | $991.0K | $884.0K | $2M | $816.0K | $478.0K | |
| Investing Cash Flow | $-4M | $-5M | $4M | $-34M | $10M | $-4.0K | $-5M | $4M | $-1M | · | · | · | |
| Stock Repurchased | $0 | $1M | $0 | $3M | $3M | $13M | $2M | $4M | $0 | $6M | $0 | $0 | |
| Net Stock Activity | $0 | $-1M | $0 | $-3M | $-3M | $-13M | $-2M | $-4M | $0 | $-6M | $-1M | $-669.0K | |
| Dividends Paid | $5M | $5M | $6M | $6M | $23M | $11M | $26M | $25M | $22M | $19M | $17M | $14M | |
| Financing Cash Flow | $-8M | $-18M | $-6M | $-9M | $-27M | $-26M | $-32M | $-34M | $-29M | · | · | · | |
| Net Change in Cash | · | $-2M | $-3M | $9M | $2M | $-37M | $-3M | $-2M | $21M | $11M | $5M | $7M | |
| Taxes Paid | $1M | $3M | $2M | $2M | $2M | $1M | $1M | $10M | $11M | $15M | $12M | $14M | |
| Free Cash Flow | $19M | $21M | $-1M | $51M | $19M | $-10M | $32M | $30M | $47M | $46M | $54M | $26M |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 5.1% | 0.88% | 6.7% | -7.1% | 8.2% | -5.3% | 5.5% | 29.4% | · | · | · | · | |
| Net Margin | 7.2% | 2.3% | 11.8% | -6.7% | 13.4% | -13.7% | 7.0% | 21.9% | 14.9% | 18.4% | 20.7% | 24.1% | |
| Pretax Margin | 9.9% | 4.2% | 15.0% | -7.6% | 19.2% | -11.7% | 11.2% | 29.8% | 25.3% | 27.7% | 32.2% | 37.1% | |
| EBITDA Margin | 5.1% | 0.88% | 6.7% | -7.1% | 8.2% | -5.3% | 5.5% | 29.4% | · | · | · | · | |
| ROA | 4.5% | 1.5% | 6.9% | -3.3% | 7.1% | -6.1% | 3.3% | 14.0% | 10.4% | 13.0% | 15.6% | 20.0% | |
| ROE | 5.7% | 1.8% | 8.8% | -4.1% | 16.5% | -13.7% | 8.0% | 16.4% | 13.2% | 16.2% | 22.2% | 27.4% | |
| ROIC | 2.9% | 0.38% | 3.9% | -3.9% | 3.5% | -3.1% | 2.0% | 16.4% | · | · | · | · |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | 3.9 | 3.3 | 5.9 | 8.2 | 5.5 | 5.4 | 4.4 | 3.9 | 2.6 | 4.4 | |
| Quick Ratio | · | · | 2.8 | 2.2 | 5.1 | 7.8 | 5.3 | 5.3 | 4.0 | 3.8 | 2.6 | 4.1 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.5 | 0.5 | 0.4 | 0.5 | 0.6 | 0.7 | 0.7 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | · | · | 5.8 | 5.3 | 6.1 | 5.9 | 5.7 | 7.7 | 7.8 |
Stopy Wzrostu 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.2% | 5.5% | 30.7% | -6.0% | 12.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.5% | 9.0% | 11.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 203.8% | -77.8% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -40.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 220.1% | -79.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -39.1% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -13.4% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $98M | $95M | $90M | $69M | $73M | $65M | $84M | $122M | $134M | $123M | $131M | $113M | |
| Net Income TTM | $7M | $2M | $11M | $-5M | $10M | $-9M | $6M | $27M | $20M | $23M | $27M | $27M | |
| Market Cap | · | · | · | · | · | · | · | $303M | $589M | $529M | $450M | $514M | |
| P/E | 21.8 | 55.8 | 10.7 | -18.9 | 13.8 | -12.9 | 42.3 | 10.9 | 27.8 | 21.7 | 15.6 | 17.9 | |
| P/S | · | · | · | · | · | · | · | 2.5 | 4.4 | 4.3 | 3.4 | 4.5 | |
| P/B | · | · | · | · | · | · | · | 1.9 | 3.8 | 3.6 | 3.4 | 4.7 | |
| P / Cash Flow | · | · | · | · | · | · | · | 9.6 | 12.3 | 11.2 | 8.1 | 19.4 | |
| P / FCF | · | · | · | · | · | · | · | 9.9 | 12.5 | 11.6 | 8.3 | 19.7 | |
| Dividend Yield | · | · | · | · | · | · | · | 8.1% | 3.7% | 3.7% | 3.7% | 2.7% | |
| Earnings Yield | 4.6% | 1.8% | 9.3% | -5.3% | 7.3% | -7.7% | 2.4% | 9.2% | 3.6% | 4.6% | 6.4% | 5.6% | |
| Payout Ratio | 75.8% | 246.0% | 52.0% | -121.5% | 234.9% | -123.4% | 441.4% | 92.0% | 109.7% | 85.9% | 61.3% | 51.2% | |
| Annual Payout | $5M | $5M | $6M | $6M | $23M | $11M | $26M | $25M | $22M | $19M | $17M | $14M |
Rachunek zysków i strat 12
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $25M | $25M | · | · | $23M | $23M | $20M | $15M | $16M | $17M | $23M | $18M | $17M | $18M | $20M | $18M | |
| SG&A Expense | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | |
| Operating Expenses | $23M | $26M | $25M | $22M | $22M | $23M | $23M | $24M | $27M | $20M | $20M | $23M | $18M | $22M | $24M | $16M | |
| Operating Income | $2M | $-1M | $2M | $2M | $868.0K | $-68.0K | $3M | $-494.0K | $-4M | $3M | $3M | $-1M | $4M | $946.0K | $-4M | $-1M | |
| Pretax Income | $2M | $828.0K | · | · | $1M | $592.0K | $-4M | $-1M | $-458.0K | $594.0K | $4M | $2M | $1M | $7M | $-4M | $2M | |
| Income Tax | $725.0K | $46.0K | $1M | $963.0K | $437.0K | $115.0K | $1M | $308.0K | $-1M | $1M | $1M | $-316.0K | $1M | $776.0K | $-1M | $154.0K | |
| Net Income | $2M | $782.0K | · | · | $1M | $477.0K | $-3M | $-1M | $-378.0K | $50.0K | $4M | $2M | $970.0K | $4M | $-3M | $2M | |
| EPS (Basic) | $0.18 | $0.09 | · | · | $0.12 | $0.06 | $-0.40 | $-0.15 | $-0.05 | $0.01 | $0.33 | $0.24 | $0.12 | $0.52 | $-0.40 | $0.24 | |
| EPS (Diluted) | $0.17 | $0.09 | · | · | $0.12 | $0.05 | $-0.40 | $-0.15 | $-0.05 | $0.01 | $0.31 | $0.24 | $0.12 | $0.52 | $-0.40 | $0.24 | |
| Shares (Basic) | 8,644,321 | 8,498,350 | -16,702,593 | 8,418,174 | 8,404,859 | 8,253,912 | -16,277,873 | 8,123,714 | 8,218,596 | 8,099,028 | -15,883,263 | 8,002,537 | 7,991,228 | 7,853,921 | -15,759,083 | 7,794,060 | |
| Shares (Diluted) | 9,079,971 | 9,041,922 | -17,651,116 | 8,941,347 | 8,813,606 | 8,781,743 | -16,583,685 | 8,488,372 | 8,218,596 | 8,392,496 | -16,104,445 | 8,116,747 | 8,131,333 | 7,968,504 | -15,825,362 | 7,794,060 | |
| EBITDA | $2M | $-1M | · | $2M | $868.0K | $-68.0K | · | $-494.0K | $-4M | $3M | · | $-1M | $4M | $946.0K | · | $-1M |
Bilans 21
| 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 | $23M | $23M | $26M | $22M | $15M | $9M | $19M | $23M | $24M | $26M | $20M | $17M | $15M | $17M | $24M | $22M | |
| Short-term Investments | $20M | $16M | $21M | $20M | $20M | $20M | $28M | $26M | $20M | $21M | · | $31M | $23M | $16M | · | $52M | |
| Receivables | $16M | $16M | · | $15M | $15M | $16M | · | $15M | $14M | $15M | · | $13M | $14M | $15M | · | $9M | |
| Other Current Assets | $7M | $8M | · | $8M | $7M | $8M | · | $5M | $5M | $5M | · | $4M | $4M | $5M | · | $3M | |
| Current Assets | · | · | · | · | · | · | · | $69M | $64M | $66M | · | $66M | $56M | $53M | · | $87M | |
| PP&E (Net) | $3M | $681.0K | $536.0K | $657.0K | $701.0K | $825.0K | $951.0K | $1M | $1M | $1M | · | $2M | $2M | $2M | · | $2M | |
| Accum. Depreciation | $7M | $7M | $8M | $7M | $7M | $7M | $10M | $7M | $7M | $7M | · | $7M | $7M | $7M | · | $7M | |
| Goodwill | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $36M | $16M | |
| Intangibles | $17M | $17M | $18M | $19M | $20M | $21M | $22M | $22M | $23M | $24M | · | $26M | $27M | $28M | · | $11M | |
| Other Non-current Assets | · | · | · | · | · | · | · | $1M | $1M | $1M | · | $982.0K | $918.0K | $957.0K | · | $797.0K | |
| Total Assets | $155M | $150M | $162M | $154M | $146M | $135M | $150M | $152M | $147M | $149M | $155M | $151M | $142M | $142M | $146M | $131M | |
| Accounts Payable | $4M | $6M | $8M | $5M | $5M | $6M | $6M | $5M | $5M | $7M | · | $7M | $6M | $7M | · | $3M | |
| Current Liabilities | · | · | · | · | · | · | · | $16M | $13M | $15M | · | $17M | $15M | $13M | · | $12M | |
| Capital Leases | · | · | · | · | · | · | · | $2M | $3M | $3M | · | $3M | $4M | $4M | · | $5M | |
| Total Liabilities | $28M | $24M | $36M | $28M | $24M | $14M | $28M | $31M | $27M | $25M | · | $31M | $27M | $30M | · | $17M | |
| Common Stock | $127.0K | $126.0K | $124.0K | $124.0K | $124.0K | $124.0K | $122.0K | $123.0K | $123.0K | $122.0K | · | $119.0K | $119.0K | $119.0K | · | $110.0K | |
| Retained Earnings | $8M | $8M | $9M | $8M | $6M | $7M | $6M | $4M | $4M | $7M | · | $2M | $-959.0K | $-4M | · | $-970.0K | |
| Treasury Stock | $91M | $91M | $90M | $90M | $90M | $90M | $88M | $88M | $88M | $87M | · | $86M | $86M | $86M | · | $85M | |
| Stockholders' Equity | $126M | $125M | $126M | $124M | $120M | $119M | $120M | $118M | $119M | $122M | · | $118M | $114M | $111M | $111M | $114M | |
| Liabilities + Equity | $155M | $150M | $162M | $154M | $146M | $135M | $150M | $152M | $147M | $149M | · | $151M | $142M | $142M | · | $131M | |
| Shares Outstanding | 8,906,152 | 8,906,152 | · | 8,906,152 | 8,906,152 | 8,906,152 | 8,904,902 | 8,906,152 | 8,906,152 | 8,906,152 | 9,140,760 | 8,906,152 | 8,906,152 | 8,906,152 | 8,881,831 | 8,906,152 |
Przepływy pieniężne 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $2M | $2M | $2M | $2M | $2M | |
| Deferred Tax | $110.0K | $-40.0K | $104.0K | $-200.0K | $114.0K | $-226.0K | $-654.0K | $-817.0K | $797.0K | $-844.0K | $384.0K | $424.0K | $364.0K | $-136.0K | $-664.0K | $250.0K | |
| Amort. of Intangibles | $646.0K | $782.0K | $802.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $671.0K | $407.0K | |
| Operating Cash Flow | $6M | $-3M | $8M | $9M | $7M | $-5M | $9M | $529.0K | $4M | $8M | $4M | $-2M | $-723.0K | $-3M | $36M | $3M | |
| CapEx | $534.0K | $246.0K | $4.0K | $76.0K | $0 | $6.0K | $75.0K | $10.0K | $21.0K | $3.0K | $28.0K | $22.0K | $13.0K | $84.0K | $197.0K | $41.0K | |
| Investing Cash Flow | $-5M | $3M | $-1M | $-1M | $-37.0K | $-1M | $-3M | $-10.0K | $-2M | $-3.0K | $-28.0K | $5M | $414.0K | $-1M | $-34M | $-41.0K | |
| Stock Repurchased | · | · | $0 | $0 | · | · | $0 | $273.0K | · | · | $0 | $0 | $0 | $0 | $0 | $1M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $1M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | |
| Financing Cash Flow | $-1M | $-3M | $-2M | $-1M | $-1M | $-3M | $-10M | $-1M | $-4M | $-3M | $-1M | $-1M | $-1M | $-3M | $-1M | $-3M | |
| Net Change in Cash | $-797.0K | $-3M | · | $6M | $6M | $-9M | · | $-980.0K | $-2M | $5M | · | $2M | $-2M | $-7M | $1M | $495.0K | |
| Taxes Paid | $2M | $75.0K | $410.0K | $74.0K | $303.0K | $232.0K | $2M | $809.0K | $999.0K | $9.0K | $570.0K | $724.0K | $268.0K | $32.0K | $51.0K | $16.0K | |
| Free Cash Flow | · | $-3M | · | · | · | $-5M | · | · | · | $8M | · | · | · | $-3M | · | · |
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 | 8.1% | -6.0% | · | 8.3% | 3.8% | -0.29% | · | -2.1% | -18.4% | 12.9% | · | -6.6% | 16.7% | 4.2% | · | -7.0% | |
| Net Margin | 6.0% | 3.1% | · | 15.3% | 4.5% | 2.1% | · | 0.44% | -9.9% | 10.1% | · | 15.3% | 13.2% | 3.0% | · | -7.6% | |
| Pretax Margin | 8.9% | 3.3% | · | 19.3% | 6.3% | 2.5% | · | 2.0% | -15.0% | 15.8% | · | 18.6% | 18.9% | 6.6% | · | -6.6% | |
| EBITDA Margin | 8.1% | -6.0% | · | 8.3% | 3.8% | -0.29% | · | -2.1% | -18.4% | 12.9% | · | -6.6% | 16.7% | 4.2% | · | -7.0% | |
| ROA | 1.0% | 0.53% | · | 2.5% | · | · | · | 0.07% | · | 1.6% | · | 2.4% | 2.1% | 0.48% | · | · | |
| ROE | 1.3% | 0.64% | · | 3.0% | · | · | · | 0.09% | · | 2.0% | · | 2.9% | 2.5% | 0.57% | · | · | |
| ROIC | 1.1% | -1.1% | · | 1.3% | · | · | · | -0.14% | · | 1.5% | · | -1.3% | 2.2% | 0.41% | · | · |
Płynność i wypłacalność 2
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | · | · | 4.2 | · | 4.5 | · | 4.0 | 3.8 | 4.0 | · | · | |
| Quick Ratio | · | · | · | · | · | · | · | 3.9 | · | 4.2 | · | 3.7 | 3.5 | 3.6 | · | · |
Efektywność 2
| 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 | · | · | |
| Receivables Turnover | 1.7 | 1.6 | · | 1.6 | · | · | · | 1.7 | · | 1.5 | · | 1.9 | 1.9 | 1.7 | · | · |
Wycena (TTM) 11
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | · | · | $69M | $69M | $69M | · | $68M | $70M | $72M | · | $73M | $73M | $73M | · | $73M | |
| Net Income TTM | · | · | · | $-5M | $-5M | $-5M | · | $1M | $4M | $6M | · | $10M | $10M | $10M | · | $10M | |
| Market Cap | $171M | $147M | · | $147M | · | · | · | $126M | · | $110M | · | $90M | $110M | $100M | · | · | |
| P/E | · | · | · | -27.9 | -26.4 | -27.5 | · | 83.5 | 21.8 | 16.9 | · | 8.2 | 10.0 | 9.0 | · | 7.8 | |
| P/S | · | · | · | 2.1 | · | · | · | 1.9 | · | 1.5 | · | 1.2 | 1.5 | 1.4 | · | · | |
| P/B | 1.4 | 1.2 | · | 1.2 | · | · | · | 1.1 | · | 0.9 | · | 0.8 | 1.0 | 0.9 | · | · | |
| P / Tangible Book | 2.4 | 2.2 | · | 2.2 | · | · | · | 2.2 | · | 1.9 | · | 1.7 | 2.3 | 2.3 | · | · | |
| P / Cash Flow | · | -57.1 | · | · | · | · | · | · | · | 13.5 | · | · | · | -31.4 | · | · | |
| P / FCF | · | -52.1 | · | · | · | · | · | · | · | 13.5 | · | · | · | -30.6 | · | · | |
| Earnings Yield | · | · | · | -3.6% | -3.8% | -3.6% | · | 1.2% | 4.6% | 5.9% | · | 12.2% | 10.0% | 11.1% | · | 12.9% | |
| Payout Ratio | · | 207.8% | · | · | · | 329.5% | · | · | · | 75.1% | · | · | · | 265.5% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Przychody | $98M | — | — | $95M | — |
| Marża Operacyjna % | 5.1% | — | — | 0.88% | — |
| Zysk netto | $7M | — | — | $2M | — |
| Rozwodniony EPS | $0.79 | — | — | $0.26 | — |
Przepływy pieniężne
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $19M | — | — | $21M | — |
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Właściciele instytucjonalni (13F) 74 emitenci · $84.5M 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 |
|---|---|---|---|---|
| 11 (+4 vs poprzedni kw.) | 3 (-1 vs poprzedni kw.) | 30 (+4 vs poprzedni kw.) | 15 (-1 vs poprzedni kw.) | +538K |
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 |
|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | $9 943 389 | 518 966 | 11,77% | Akcje |
| Settian Capital LP | $9 015 067 | 470 515 | 10,67% | Akcje |
| GAMCO INVESTORS, INC. ET AL | $8 503 208 | 443 800 | 10,07% | Akcje |
| North Star Investment Management Corp. | $7 430 253 | 387 800 | 8,80% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $6 295 171 | 328 558 | 7,45% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $6 265 933 | 327 032 | 7,42% | Akcje |
| VANGUARD GROUP INC | $6 116 417 | 355 399 | 7,24% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $5 215 314 | 272 198 | 6,17% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3 544 600 | 185 000 | 4,20% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $2 881 021 | 150 338 | 3,41% | Akcje |
| AEGIS FINANCIAL CORP | $1 914 582 | 99 926 | 2,27% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1 905 654 | 99 460 | 2,26% | Akcje |
| Garner Asset Management Corp | $1 809 048 | 94 418 | 2,14% | Akcje |
| STATE STREET CORP | $1 679 912 | 86 997 | 1,99% | Akcje |
| GABELLI FUNDS LLC | $1 575 144 | 82 210 | 1,86% | Akcje |
| Peapod Lane Capital LLC | $1 535 090 | 80 120 | 1,82% | Akcje |
| De Lisle Partners LLP | $959 603 | 50 012 | 1,14% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $958 249 | 50 013 | 1,13% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $899 524 | 46 948 | 1,06% | Akcje |
| Empowered Funds, LLC | $843 193 | 44 008 | 1,00% | Akcje |
| SEI INVESTMENTS CO | $774 428 | 40 419 | 0,92% | Akcje |
| LEVIN CAPITAL STRATEGIES, L.P. | $488 733 | 25 508 | 0,58% | Akcje |
| Advisor OS, LLC | $379 713 | 19 818 | 0,45% | Akcje |
| BANK OF AMERICA CORP /DE/ | $357 621 | 18 665 | 0,42% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $348 597 | 18 194 | 0,41% | Akcje |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $326 448 | 17 038 | 0,39% | Akcje |
| BlackRock, Inc. | $264 925 | 13 827 | 0,31% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $264 140 | 13 786 | 0,31% | Akcje |
| Prosperity Consulting Group, LLC | $256 361 | 13 380 | 0,30% | Akcje |
| Marquette Asset Management, LLC | $206 948 | 10 801 | 0,25% | Akcje |
| Cerity Partners LLC | $199 590 | 10 417 | 0,24% | Akcje |
| DEUTSCHE BANK AG\ | $148 030 | 7 726 | 0,18% | Akcje |
| LRI Investments, LLC | $134 120 | 7 000 | 0,16% | Akcje |
| RHUMBLINE ADVISERS | $116 257 | 6 068 | 0,14% | Akcje |
| Bank of New York Mellon Corp | $114 155 | 5 958 | 0,14% | Akcje |
| WELLS FARGO & COMPANY/MN | $112 584 | 5 876 | 0,13% | Akcje |
| Nuveen, LLC | $100 111 | 5 225 | 0,12% | Akcje |
| Russell Investments Group, Ltd. | $75 164 | 3 923 | 0,09% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $68 976 | 3 600 | 0,08% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $65 623 | 3 425 | 0,08% | Akcje |
| CITIGROUP INC | $57 863 | 3 020 | 0,07% | Akcje |
| Vanguard Global Advisers, LLC | $50 238 | 2 622 | 0,06% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $36 423 | 1 901 | 0,04% | Akcje |
| BARCLAYS PLC | $34 622 | 1 807 | 0,04% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $32 495 | 1 696 | 0,04% | Akcje |
| NORTHERN TRUST CORP | $21 804 | 1 138 | 0,03% | Akcje |
| MORGAN STANLEY | $20 681 | 1 079 | 0,02% | Akcje |
| UBS Group AG | $20 654 | 1 078 | 0,02% | Akcje |
| Tower Research Capital LLC (TRC) | $15 424 | 805 | 0,02% | Akcje |
| Ameritas Investment Partners, Inc. | $14 581 | 761 | 0,02% | Akcje |
| Legal & General Group Plc | $12 933 | 675 | 0,02% | Akcje |
| OSAIC HOLDINGS, INC. | $12 923 | 674 | 0,02% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 637 | 403 | 0,01% | Akcje |
| Allspring Global Investments Holdings, LLC | $5 286 | 275 | 0,01% | Akcje |
| MERCER GLOBAL ADVISORS INC /ADV | $4 847 | 253 | 0,01% | Akcje |
| JPMORGAN CHASE & CO | $4 574 | 227 | 0,01% | Akcje |
| ROYAL BANK OF CANADA | $4 000 | 183 | 0,00% | Akcje |
| PNC Financial Services Group, Inc. | $3 449 | 180 | 0,00% | Akcje |
| FMR LLC | $3 046 | 159 | 0,00% | Akcje |
| Arax Advisory Partners | $2 759 | 144 | 0,00% | Akcje |
| Sterling Capital Management LLC | $2 663 | 139 | 0,00% | Akcje |
| Keating Financial Advisory Services, Inc. | $2 581 | 135 | 0,00% | Akcje |
| Integrated Wealth Concepts LLC | $1 434 | 75 | 0,00% | Akcje |
| CWM, LLC | $840 | 51 | 0,00% | Akcje |
| Essential Partners LLC | $479 | 25 | 0,00% | Akcje |
| PRICE T ROWE ASSOCIATES INC /MD/ | $430 | 22 413 | 0,00% | Akcje |
| SBI Securities Co., Ltd. | $383 | 20 | 0,00% | Akcje |
| Allworth Financial LP | $365 | 19 | 0,00% | Akcje |
| True Wealth Design, LLC | $96 | 5 | 0,00% | Akcje |
| EverSource Wealth Advisors, LLC | $38 | 2 | 0,00% | Akcje |
| ROTHSCHILD INVESTMENT LLC | $38 | 2 | 0,00% | Akcje |
| Farther Finance Advisors, LLC | $19 | 1 | 0,00% | Akcje |
| Covestor Ltd | $1 | 45 | 0,00% | Akcje |
| FNY Investment Advisers, LLC | $0 | 50 | 0,00% | Akcje |
Insiderzy spółki 27 insiderów · 12 dyrektorzy generalni · 11 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Brian O Casey | CEO | 23 lutego 2026 F | 530 610 | 0 | 5 | $-599 442 |
| Murray Forbes III | Chief Financial Officer | 24 lutego 2022 A | 29 873 | 0 | 0 | $0 |
| Tiffany B. Kice | Chief Financial Officer | 23 października 2018 F | 16 847 | 0 | 0 | $0 |
| Mark A Wallace | Chief Financial Officer | 21 lutego 2014 A | 16 116 | 0 | 0 | $0 |
| William R Hardcastle JR | Chief Financial Officer | 23 lutego 2012 F | 59 500 | 0 | 0 | $0 |
| Fabian Gomez | Chief Operating Officer | 24 lutego 2022 A | 42 401 | 0 | 0 | $0 |
| Steve Paddon | Head of Distribution | 24 lutego 2022 A | 49 418 | 0 | 0 | $0 |
| Julie Kramer Gerron | General Counsel & CCO | 24 lutego 2022 A | 58 745 | 0 | 0 | $0 |
| Mark Freeman | Chief Investment Officer | 8 marca 2019 F | 104 055 | 0 | 0 | $0 |
| Randall L. Root | Pres., Westwood Trust Dallas | 23 lutego 2017 F | 34 010 | 0 | 0 | $0 |
| Joyce A Schaer | Senior Vice President | 1 lipca 2007 F | 66 448 | 0 | 0 | $0 |
| Patricia Fraze | Executive Vice President | 27 lipca 2006 A | 58 595 | 0 | 0 | $0 |
| Ellen H Masterson | Dyrektor | 30 kwietnia 2026 A | 52 614 | 0 | 0 | $0 |
| Richard M Frank | Dyrektor | 20 maja 2024 A | 82 228 | 0 | 0 | $0 |
| WESTWOOD HOLDINGS GROUP INC | Dyrektor | 7 maja 2024 J | 36 847 | 0 | 0 | $0 |
| Raymond E Wooldridge | Dyrektor | 1 listopada 2021 P | 77 597 | 0 | 0 | $0 |
| Martin J Weiland | Dyrektor | 25 kwietnia 2018 A | 10 837 | 0 | 0 | $0 |
| Robert Doyle Mcteer Jr. | Dyrektor | 25 kwietnia 2018 A | 19 368 | 0 | 0 | $0 |
| Tom C Davis | Dyrektor | 21 sierpnia 2012 S | 2 500 | 0 | 0 | $0 |
| Jon L Mosle JR | Dyrektor | 28 marca 2011 G | 35 426 | 0 | 0 | $0 |
| Frederick Meyer | Dyrektor | 23 lipca 2009 A | 31 593 | 0 | 0 | $0 |
| RIGGS LEONARD M JR | Dyrektor | 26 lipca 2005 A | 13 000 | 0 | 0 | $0 |
| Susan M Byrne | — | 2 lipca 2026 S | 230 444 | 0 | 66 | $-1 631 313 |
| Janice Ryan | — | 9 czerwca 2026 A | 11 669 | 0 | 0 | $0 |
| Geoffrey Norman | — | 30 kwietnia 2025 A | 50 084 | 0 | 0 | $0 |
| Peter Francis Pastorelle | — | 21 lutego 2014 A | 2 296 | 0 | 0 | $0 |
| Michael Craig Whitten | — | 1 sierpnia 2013 F | 13 851 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 12 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 |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL, GABELLI FUNDS LLC, GAMCO Asset Management Inc., GABELLI FOUNDATION, INC., GGCP, INC., Associated Capital Group, Inc., GABELLI MARIO J ×2 zgłoszenia | 12 sierpnia 2026 | 1,00% | Aneks | — | SEC |
| Settian Capital LP, PAVP Family Office Fund, LP, Karl Kristofer Segerberg | 4 sierpnia 2025 | 5,00% | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Hoak Public Equities, L.P., Hoak Fund Management, L.P., Hoak & Co., J. Hale Hoak, James M. Hoak, Jr. ×3 zgłoszenia | 7 listopada 2024 | — | Pierwotne zgłoszenie | — | SEC |
| JCP Investment Partnership, LP, JCP Asset Partnership VI, LP, JCP Investment Partners, LP, JCP Investment Holdings, LLC, JCP Investment Management, LLC, James C. Pappas ×6 zgłoszenia | 29 listopada 2023 | — | Pierwotne zgłoszenie | — | SEC |
| GAMCO Asset Management Inc. I.D. No., GAMCO Investors, Inc. I.D. No., GGCP, Inc. I.D. No., Mario J. Gabelli ×3 zgłoszenia | 15 października 2015 | — | Pierwotne zgłoszenie | — | SEC |
| GAMCO Asset Management Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., GGCP, Inc. I.D. No ., Mario J. Gabelli ×3 zgłoszenia | 26 lutego 2013 | — | Pierwotne zgłoszenie | — | SEC |
| Brian O. Casey (2) | 7 grudnia 2011 | — | Pierwotne zgłoszenie | — | SEC |
| Brian O. Casey | 3 maja 2010 | — | Pierwotne zgłoszenie | — | SEC |
| GAMCO Investors, Inc. 60; I.D. No., GGCP, Inc. I.D. No., Mario J. Gabelli | 26 czerwca 2009 | — | Pierwotne zgłoszenie | — | SEC |
| GAMCO Investors, Inc. I.D. No., GGCP, Inc. I.D. No., Mario J. Gabelli ×4 zgłoszenia | 19 marca 2009 | — | Pierwotne zgłoszenie | — | SEC |
| Gabelli Asset Management Inc. I.D. NO., GGCP, Inc. I.D. NO., Mario J. Gabelli ×7 zgłoszenia | 2 sierpnia 2005 | — | Pierwotne zgłoszenie | — | SEC |
| MJG Associates, Inc. I.D. NO., Gabelli Asset Management Inc. I.D. NO., Gabelli Group Capital Partners, Inc. I.D. NO., Mario J. Gabelli | 28 sierpnia 2003 | — | Pierwotne zgłoszenie | Inwestycja pasywna | 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 23 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 25 535 SH | 8 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 546 SH | 8 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | 0,01% | 77 773 SH | 8 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6 301 SH | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,00% | 163 865 SH | 8 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,00% | 3 366 NS | 30 kwietnia 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 30 684 NS | 30 kwietnia 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 31 281 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 350 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 274 NS | 31 maja 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 276 NS | 31 maja 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,00% | 1 806 SH | 8 sierpnia 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,00% | 18 611 NS | 30 kwietnia 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 800 NS | 30 kwietnia 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 7 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 76 236 SH | 8 sierpnia 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 242 367 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 43 125 SH | 8 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 587 SH | 8 sierpnia 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,00% | 237 NS | 30 kwietnia 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,00% | 195 NS | 30 kwietnia 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 4 NS | 30 kwietnia 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 12 NS | 30 kwietnia 2026 | N-PORT |