WSFS WSFS Financial Corporation - Common Stock
$81,06
Cena · Sie 19, 2026
Dane fundamentalne na dzień Sie 5, 2026
Zakres 52 tyg.
$50–$83
94% of range
Ocena Analityków
BUY
12 analysts
Cena Docelowa
$89
+10% upside
P/E (TTM)
15.9
ROE
10.8%
Marża Zysku Netto
27.0%
WSFS Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$81.06
Kapitalizacja Rynkowa
$6.20B
P/E (TTM)
15.9
EPS (TTM)
$5.09
Przychody (TTM)
—
Stopa dywidendy
0.60%
ROE
10.8%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$50 – $83
WSFS 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
—
2016-12-31
→
2022-12-31
EPS
$5.09
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
$214M
2016-12-31
→
2025-12-31
Marże
27.0%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
WSFS
Mediana porównawcza
P/E (TTM)
15.9
12.5
P/S (TTM)
5.5
3.2
P/B
2.3
1.1
Price / FCF (Cena / FCF)
29.0
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
WSFS
Mediana porównawcza
Net Profit Margin (Marża Zysku Netto)
27.0%
28.7%
ROA
1.4%
1.4%
ROE
10.8%
11.3%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
WSFS
Mediana porównawcza
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
WSFS
Mediana porównawcza
EPS YoY
15.4%
—
Net Income YoY (Zysk Netto R/R)
9.0%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
WSFS
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
12.9%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
0.60%
Wskaźnik Wypłaty Dywidendy
12.9%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 7 sierpnia 2026 | $0,2000 |
| 8 maja 2026 | $0,2000 |
| 13 lutego 2026 | $0,1700 |
| 7 listopada 2025 | $0,1700 |
| 8 sierpnia 2025 | $0,1700 |
| 9 maja 2025 | $0,1700 |
| 7 lutego 2025 | $0,1500 |
| 8 listopada 2024 | $0,1500 |
| 9 sierpnia 2024 | $0,1500 |
| 9 maja 2024 | $0,1500 |
| 8 lutego 2024 | $0,1500 |
| 2 listopada 2023 | $0,1500 |
| 3 sierpnia 2023 | $0,1500 |
| 4 maja 2023 | $0,1500 |
| 9 lutego 2023 | $0,1500 |
| 3 listopada 2022 | $0,1500 |
| 4 sierpnia 2022 | $0,1500 |
| 5 maja 2022 | $0,1300 |
| 3 lutego 2022 | $0,1300 |
| 3 listopada 2021 | $0,1300 |
WSFS Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
12 analityków
- Mocne kupno 3 25,0%
- Kup 5 41,7%
- Trzymaj 4 33,3%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
6 analityków · 2026-08-16
Mediana
$89.50
← Poniżej wszystkich celów
$81.06
Niski
$83.00
Wysoki
$92.50
Średni cel
$89.50
+10,4%
Średnia cel
$88.92
+9,7%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.14%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.66 | $1.53 | 0.13% |
| 31 marca 2026 | $1.68 | $1.50 | 0.18% |
| 31 grudnia 2025 | $1.50 | $1.26 | 0.24% |
| 30 września 2025 | $1.37 | $1.28 | 0.09% |
| 30 czerwca 2025 | $1.27 | $1.15 | 0.12% |
| 31 marca 2025 | $1.13 | $1.07 | 0.06% |
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 |
|---|---|---|---|---|---|---|
| WSFS | $4.22B | 10.9 | — | 27.0% | 10.8% | — |
| FULT | — | — | — | — | — | — |
| IBOC | — | 10.0 | 1.0% | 49.0% | 13.1% | — |
| UCB | $3.77B | 11.9 | 11.7% | 30.9% | 9.0% | — |
| TCBI | $4.69B | 13.3 | 34.7% | 26.3% | 9.2% | — |
| CATY | $3.25B | 10.7 | 2.9% | 585.8% | 10.8% | — |
| CVBF | $2.52B | 12.2 | 2.7% | 40.6% | 9.2% | — |
| INDB | $3.60B | 16.5 | 24.3% | 23.9% | 6.2% | — |
| WSBC | $3.19B | 14.9 | 61.8% | 22.7% | 5.7% | — |
| RNST | — | 17.0 | 37.7% | — | — | — |
| BANF | — | — | — | — | — | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | $964M | $642M | $715M | $709M | $456M | $379M | $322M | $273M | $239M | |
| Operating Expenses | · | · | · | $663M | $284M | $570M | $515M | $285M | $271M | $224M | $189M | $166M | |
| Interest Expense | · | · | $251M | $41M | $23M | $48M | $76M | $46M | $33M | $23M | $16M | $16M | |
| Interest Income | $1.02B | $1.06B | $977M | $704M | $456M | $514M | $521M | $293M | $255M | $217M | $183M | $160M | |
| Pretax Income | $381M | $347M | $365M | $301M | $358M | $145M | $194M | $171M | $108M | $97M | $84M | $73M | |
| Income Tax | $93M | $84M | $96M | $78M | $86M | $32M | $46M | $36M | $58M | $33M | $30M | $19M | |
| Net Income | $287M | $264M | $269M | $222M | $271M | $115M | $149M | $135M | $50M | $64M | $54M | $54M | |
| EPS (Basic) | $5.11 | $4.43 | $4.40 | $3.50 | $5.71 | $2.27 | $3.02 | $4.27 | $1.60 | $2.12 | $1.88 | $1.98 | |
| EPS (Diluted) | $5.09 | $4.41 | $4.40 | $3.49 | $5.69 | $2.27 | $3.00 | $4.19 | $1.56 | $2.06 | $1.85 | $1.93 | |
| Shares (Basic) | 56,276,000 | 59,547,000 | 61,108,000 | 63,453,000 | 47,539,000 | 50,510,000 | 49,298,000 | 31,570,000 | 31,419,000 | 30,276,000 | 28,435,000 | 27,218,000 | |
| Shares (Diluted) | 56,471,000 | 59,739,000 | 61,221,000 | 63,659,000 | 47,703,000 | 50,547,000 | 49,554,000 | 32,167,000 | 32,303,000 | 31,086,000 | 28,943,000 | 27,908,000 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | · | $12M |
Bilans 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.70B | $1.15B | $1.09B | $837M | $1.53B | $1.65B | $572M | $621M | $724M | $822M | $561M | $508M | |
| PP&E (Net) | $80M | $86M | $104M | $116M | $87M | $97M | $104M | $45M | $48M | $49M | $40M | $35M | |
| PP&E (Gross) | $194M | $201M | $211M | $216M | $190M | $186M | $182M | $108M | $102M | $95M | $78M | $67M | |
| Accum. Depreciation | $114M | $115M | $107M | $101M | $103M | $90M | $77M | $63M | $54M | $46M | $39M | $32M | |
| Goodwill | $885M | $886M | $886M | $884M | $473M | $473M | $473M | $166M | $166M | $168M | $85M | $49M | |
| Intangibles | $85M | $102M | $119M | $129M | $74M | $85M | $96M | $20M | $22M | $24M | $10M | $9M | |
| Total Assets | $21.31B | $20.81B | $20.59B | $19.91B | $15.78B | $14.33B | $12.26B | $7.25B | $7.00B | $6.77B | $5.58B | $4.85B | |
| Total Liabilities | $18.59B | $18.23B | $18.12B | $17.71B | $13.84B | $12.54B | $10.41B | $6.43B | $6.28B | $6.08B | $5.00B | $4.36B | |
| Common Stock | $765.0K | $763.0K | $761.0K | $759.0K | $577.0K | $576.0K | $575.0K | $569.0K | $563.0K | $580.0K | $560.0K | $557.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $202M | |
| Retained Earnings | $2.12B | $1.87B | $1.64B | $1.41B | $1.22B | $977M | $917M | $791M | $670M | $627M | $571M | $523M | |
| Treasury Stock | $944M | $654M | $558M | $505M | $307M | $295M | $140M | $305M | $274M | $262M | $248M | $239M | |
| AOCI | $-446M | $-625M | $-594M | $-676M | $-38M | $56M | $24M | $-15M | $-8M | $-8M | $696.0K | $4M | |
| Stockholders' Equity | $2.74B | $2.59B | $2.48B | $2.21B | $1.94B | $1.79B | $1.85B | $821M | $724M | $687M | $580M | $489M | |
| Liabilities + Equity | $21.31B | $20.81B | $20.59B | $19.91B | $15.78B | $14.33B | $12.26B | $7.25B | $7.00B | $6.77B | $5.58B | $4.85B | |
| Shares Outstanding | 76,456,499 | 76,264,211 | 76,095,094 | 75,921,997 | 57,695,676 | 57,575,783 | 57,435,658 | 56,926,978 | 56,279,527 | 55,995,219 | 55,945,245 | 55,697,124 |
Przepływy pieniężne 19
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | · | · | $12M | |
| Stock-based Comp | $13M | $12M | $10M | $6M | $6M | $3M | $4M | $2M | $3M | $3M | $4M | $5M | |
| Deferred Tax | $6M | $-8M | $-5M | $-4M | $40M | $-33M | $7M | $3M | $18M | $5M | $2M | $-6M | |
| Amort. of Intangibles | $15M | $16M | $16M | $18M | $11M | $11M | $11M | $3M | $3M | $2M | $2M | $1M | |
| Restructuring | · | · | · | $22M | $1M | $510.0K | $16M | $0 | $0 | · | · | · | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | $2M | |
| Operating Cash Flow | $220M | $220M | $237M | $481M | $126M | $15M | $90M | $136M | $130M | $80M | $74M | $68M | |
| CapEx | $6M | $14M | $6M | $9M | $7M | $7M | $14M | $6M | $8M | $10M | $8M | $5M | |
| Investing Cash Flow | $125M | $-67M | $-326M | $-137M | $-1.49B | $-875M | $294M | $-360M | $-389M | $-277M | $-276M | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $0 | $0 | $-10M | · | · | |
| Stock Issued | $-3M | $466.0K | $3M | $3M | $2M | $2M | $8M | $11M | $3M | $2M | $3M | $4M | |
| Stock Repurchased | $290M | $96M | $55M | $200M | $13M | $156M | $97M | $31M | $12M | $14M | $32M | $3M | |
| Net Stock Activity | $-294M | $-96M | $-51M | $-197M | $-12M | $-154M | $-89M | $-20M | $-8M | $-12M | $-28M | $927.0K | |
| Dividends Paid | $37M | $36M | $37M | $36M | $24M | $24M | $22M | $13M | $9M | $8M | $6M | $5M | |
| Financing Cash Flow | $199M | $-91M | $345M | $-1.04B | $1.24B | $1.94B | $-433M | $121M | $161M | $457M | $255M | · | |
| Net Change in Cash | $544M | $62M | $256M | $-696M | $-122M | $1.08B | $-49M | $-103M | $-98M | $261M | $53M | $24M | |
| Taxes Paid | $75M | $82M | $99M | $58M | $41M | $73M | $34M | $33M | $31M | $25M | $23M | $24M | |
| Free Cash Flow | $214M | $206M | $231M | $472M | $119M | $8M | $76M | $130M | $122M | $70M | $65M | $62M | |
| Levered FCF | · | · | $45M | $442M | $102M | $-30M | $18M | $93M | $107M | $55M | $55M | $50M |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 27.0% | 25.2% | 26.5% | 23.1% | 42.3% | 16.0% | 21.0% | 29.6% | 13.2% | 20.1% | 19.8% | 22.5% | |
| Pretax Margin | 35.7% | 33.2% | 36.0% | 31.2% | 55.7% | 20.3% | 27.4% | 37.5% | 28.6% | 30.5% | 30.9% | 29.9% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | · | · | 5.1% | |
| ROA | 1.4% | 1.3% | 1.3% | 1.2% | 1.8% | 0.86% | 1.5% | 1.9% | 0.73% | 1.0% | 0.96% | 1.1% | |
| ROE | 10.8% | 10.4% | 11.5% | 10.7% | 14.5% | 6.3% | 11.1% | 17.4% | 6.9% | 9.3% | 10.0% | 12.3% |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 |
Stopy Wzrostu 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | · | · | · | 50.2% | -10.3% | · | · | · | · | · | · | · | |
| EPS YoY | 15.4% | 0.23% | 26.1% | -38.7% | 150.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 13.4% | -8.1% | 24.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 17.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 9.0% | -2.0% | 21.0% | -18.1% | 136.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 8.9% | -0.96% | 32.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.8% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.14B | $1.14B | $1.14B | $964M | $642M | $715M | $709M | $456M | $379M | $322M | $273M | $239M | |
| Net Income TTM | $287M | $264M | $269M | $222M | $271M | $115M | $149M | $135M | $50M | $64M | $54M | $54M | |
| Market Cap | $4.22B | $4.05B | $3.50B | $3.44B | $2.89B | $2.58B | $2.53B | $2.16B | $2.69B | · | · | · | |
| P/E | 10.9 | 12.0 | 10.4 | 13.0 | 8.8 | 19.8 | 14.7 | 9.0 | 30.7 | 22.5 | 17.5 | 13.3 | |
| P/S | 3.7 | 3.6 | 3.1 | 3.6 | 4.5 | 3.6 | 3.6 | 4.7 | 7.1 | · | · | · | |
| P/B | 1.5 | 1.6 | 1.4 | 1.6 | 1.5 | 1.4 | 1.4 | 2.6 | 3.7 | · | · | · | |
| P / Tangible Book | 2.4 | 2.5 | 2.4 | 2.9 | 2.1 | 2.1 | · | · | · | · | · | · | |
| P / Cash Flow | 19.2 | 18.4 | 14.7 | 7.2 | 23.0 | 170.7 | 28.1 | 15.9 | 20.7 | · | · | · | |
| P / FCF | 19.8 | 19.7 | 15.2 | 7.3 | 24.3 | 323.7 | 33.4 | 16.6 | 22.0 | · | · | · | |
| Dividend Yield | 0.88% | 0.88% | 1.1% | 1.0% | 0.84% | 0.94% | 0.89% | 0.61% | 0.35% | · | · | · | |
| Earnings Yield | 9.2% | 8.3% | 9.6% | 7.7% | 11.3% | 5.1% | 6.8% | 11.1% | 3.3% | 4.4% | 5.7% | 7.5% | |
| Payout Ratio | 12.9% | 13.6% | 13.7% | 16.1% | 8.9% | 21.2% | 15.1% | 9.8% | 18.8% | 11.9% | 11.2% | 8.6% | |
| Annual Payout | $37M | $36M | $37M | $36M | $24M | $24M | $22M | $13M | $9M | $8M | $6M | $5M |
Rachunek zysków i strat 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 | · | · | · | · | · | · | · | · | · | · | · | · | $348M | $290M | · | $249M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | · | $257M | $206M | · | $150M | |
| Interest Expense | · | · | · | · | · | · | · | · | $91M | $86M | · | $69M | $60M | $44M | · | $10M | |
| Interest Income | $257M | $249M | $257M | $258M | $253M | $251M | $263M | $273M | $265M | $262M | $257M | $251M | $242M | $226M | $213M | $187M | |
| Pretax Income | $111M | $114M | $97M | $101M | $96M | $87M | $84M | $86M | $90M | $87M | $93M | $97M | $92M | $84M | $112M | $99M | |
| Income Tax | $27M | $28M | $25M | $24M | $23M | $21M | $20M | $21M | $21M | $21M | $29M | $23M | $23M | $21M | $28M | $26M | |
| Net Income | $84M | $87M | $73M | $76M | $72M | $66M | $64M | $64M | $69M | $66M | $64M | $74M | $69M | $62M | $84M | $73M | |
| EPS (Basic) | $1.63 | $1.64 | $1.33 | $1.37 | $1.28 | $1.13 | $1.09 | $1.09 | $1.16 | $1.09 | $1.05 | $1.22 | $1.12 | $1.01 | $1.33 | $1.16 | |
| EPS (Diluted) | $1.63 | $1.64 | $1.33 | $1.37 | $1.27 | $1.12 | $1.08 | $1.08 | $1.16 | $1.09 | $1.05 | $1.22 | $1.12 | $1.01 | $1.33 | $1.16 | |
| Shares (Basic) | 51,799,002 | 52,845,595 | -114,683,166 | 55,804,955 | 56,702,264 | 58,451,947 | -119,824,255 | 59,185,848 | 59,833,207 | 60,352,200 | -122,692,836 | 60,941,922 | 61,348,200 | 61,510,714 | -128,761,286 | 63,047,675 | |
| Shares (Diluted) | 51,935,567 | 53,031,912 | -115,055,082 | 55,960,833 | 56,851,797 | 58,713,452 | -120,135,230 | 59,393,651 | 59,958,628 | 60,521,951 | -122,911,461 | 61,039,317 | 61,414,273 | 61,678,871 | -128,979,271 | 63,227,983 |
Bilans 15
| 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 | · | · | $1.70B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | $1.03B | |
| PP&E (Net) | $76M | $77M | $80M | $83M | $84M | $85M | $86M | $104M | $104M | $105M | · | $105M | $108M | $112M | · | $119M | |
| PP&E (Gross) | · | · | $194M | · | · | · | $201M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $114M | · | · | · | $115M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $885M | $885M | $885M | $885M | $885M | $886M | $886M | $886M | $886M | $886M | $886M | $886M | $884M | $884M | $884M | $884M | |
| Intangibles | $77M | $81M | $85M | $88M | $92M | $98M | · | $106M | $110M | $114M | · | $123M | $121M | $125M | · | $133M | |
| Total Assets | $22.65B | $22.11B | $21.31B | $20.84B | $20.76B | $20.55B | $20.81B | $20.91B | $20.74B | $20.58B | · | $20.04B | $20.39B | $20.32B | · | $19.99B | |
| Total Liabilities | $19.94B | $19.39B | $18.59B | $18.10B | $18.09B | $17.89B | $18.23B | $18.24B | $18.27B | $18.11B | · | $17.81B | $18.08B | $18.02B | · | $17.88B | |
| Common Stock | $767.0K | $765.0K | $765.0K | $764.0K | $764.0K | $763.0K | $763.0K | $762.0K | $762.0K | $761.0K | · | $761.0K | $760.0K | $759.0K | · | $759.0K | |
| Retained Earnings | $2.27B | $2.20B | $2.12B | $2.06B | $1.99B | $1.93B | $1.87B | $1.82B | $1.76B | $1.70B | · | $1.59B | $1.52B | $1.46B | · | $1.34B | |
| Treasury Stock | $1.10B | $1.03B | $944M | $834M | $787M | $708M | $654M | $633M | $618M | $579M | · | $548M | $532M | $518M | · | $489M | |
| AOCI | $-466M | $-454M | $-446M | $-475M | $-522M | $-549M | $-625M | $-500M | $-643M | $-637M | · | $-781M | $-656M | $-618M | · | $-715M | |
| Stockholders' Equity | $2.72B | $2.72B | $2.74B | $2.75B | $2.68B | $2.67B | $2.59B | $2.68B | $2.49B | $2.47B | · | $2.24B | $2.31B | $2.31B | · | $2.10B | |
| Liabilities + Equity | $22.65B | $22.11B | $21.31B | $20.84B | $20.76B | $20.55B | $20.81B | $20.91B | $20.74B | $20.58B | · | $20.04B | $20.39B | $20.32B | · | $19.99B | |
| Shares Outstanding | 76,678,219 | 76,515,913 | 76,456,499 | 76,444,957 | 76,425,414 | 76,327,551 | 76,264,211 | 76,246,771 | 76,208,354 | 76,133,596 | 76,095,094 | 76,043,902 | 76,021,963 | 75,958,600 | 75,921,997 | 75,896,354 |
Przepływy pieniężne 16
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $2M | $2M | $1M | $3M | $3M | $2M | $1M | |
| Deferred Tax | $-4M | $11M | $-6M | $4M | $-3M | $11M | $-6M | $-4M | $-4M | $5M | $-4M | $-4M | $435.0K | $1M | $2M | $-3M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | $-26.0K | $-761.0K | · | $1M | |
| Operating Cash Flow | $-13M | $86M | $53M | $122M | $37M | $9M | $59M | $3M | $45M | $113M | $-51M | $165M | $92M | $30M | $74M | $168M | |
| CapEx | $2M | $885.0K | $749.0K | $1M | $2M | $2M | $4M | $4M | $3M | $4M | $3M | $1M | $956.0K | $856.0K | $1M | $3M | |
| Investing Cash Flow | $-341M | $-52M | $-269M | $120M | $141M | $133M | $224M | $-81M | $-67M | $-142M | $86M | $-223M | $-50M | $-140M | $-74M | $-183M | |
| Stock Issued | $-1M | $-1M | $-284.0K | $228.0K | $-4M | $640.0K | $129.0K | $1M | $-2M | $599.0K | $878.0K | $2M | $1.0K | $362.0K | $660.0K | $2M | |
| Stock Repurchased | $67M | $86M | $110M | $47M | $78M | $54M | $21M | $14M | $40M | $21M | $10M | $16M | $16M | $13M | $16M | $82M | |
| Net Stock Activity | · | $-87M | · | · | · | $-54M | · | · | · | $-20M | · | · | · | $-13M | · | · | |
| Dividends Paid | $10M | $9M | $9M | $9M | $10M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $10M | |
| Financing Cash Flow | $453M | $738M | $343M | $-208.0K | $136M | $-279M | $-119M | $47M | $67M | $-87M | $447M | $-447M | $-30M | $375M | $-194M | $-630M | |
| Net Change in Cash | $99M | $772M | $126M | $242M | $314M | $-138M | $164M | $-31M | $45M | $-116M | $481M | $-504M | $13M | $266M | $-194M | $-645M | |
| Taxes Paid | $31M | $2M | $25M | $17M | $19M | $14M | $25M | $20M | $34M | $2M | $26M | $24M | $48M | $455.0K | $32M | $10M | |
| Free Cash Flow | · | $85M | · | · | · | $6M | · | · | · | $109M | · | · | · | $29M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $43M | · | · | · | $-4M | · | · |
Rentowność 4
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.9% | 31.5% | · | 28.3% | 27.0% | 25.7% | · | 24.1% | 26.0% | 26.2% | · | 29.0% | 19.7% | 21.6% | · | 29.4% | |
| Pretax Margin | 39.3% | 41.6% | · | 37.3% | 35.7% | 34.0% | · | 31.9% | 34.0% | 34.6% | · | 38.1% | 26.3% | 28.9% | · | 39.8% | |
| ROA | 0.39% | 0.41% | · | 0.37% | 0.35% | 0.32% | · | 0.31% | 0.34% | 0.32% | · | 0.37% | 0.34% | 0.30% | · | 0.42% | |
| ROE | 3.1% | 3.2% | · | 2.8% | 2.8% | 2.6% | · | 2.6% | 2.9% | 2.8% | · | 3.4% | 3.0% | 2.6% | · | 3.7% |
Efektywność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Wycena (TTM) 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 | $1.14B | $1.14B | · | $1.14B | $1.14B | $1.14B | · | $1.14B | $1.14B | $1.14B | · | $1.14B | $1.14B | $994M | · | $857M | |
| Net Income TTM | $320M | $301M | · | $279M | $272M | $265M | · | $274M | $278M | $271M | · | $279M | $265M | $200M | · | $192M | |
| Market Cap | $5.88B | $5.01B | · | $4.12B | $4.20B | $3.96B | · | $3.89B | $3.58B | $3.44B | · | $2.78B | $2.87B | $2.86B | · | $3.53B | |
| P/E | 13.0 | 12.1 | · | 11.1 | 11.9 | 11.7 | · | 11.2 | 10.2 | 10.2 | · | 8.1 | 8.9 | 11.9 | · | 14.1 | |
| P/S | 5.2 | 4.4 | · | 3.6 | 3.7 | 3.5 | · | 3.4 | 3.1 | 3.0 | · | 2.4 | 2.5 | 2.9 | · | 4.1 | |
| P/B | 2.2 | 1.8 | · | 1.5 | 1.6 | 1.5 | · | 1.5 | 1.4 | 1.4 | · | 1.2 | 1.2 | 1.2 | · | 1.7 | |
| P / Tangible Book | 3.3 | 2.8 | · | 2.3 | 2.5 | 2.3 | · | 2.3 | 2.4 | 2.3 | · | 2.2 | 2.2 | 2.2 | · | 3.2 | |
| P / Cash Flow | · | 58.0 | · | · | · | 452.7 | · | · | · | 30.4 | · | · | · | 94.6 | · | · | |
| P / FCF | · | 58.6 | · | · | · | 626.9 | · | · | · | 31.6 | · | · | · | 97.4 | · | · | |
| Earnings Yield | 7.7% | 8.2% | · | 9.0% | 8.4% | 8.6% | · | 8.9% | 9.8% | 9.8% | · | 12.4% | 11.2% | 8.4% | · | 7.1% | |
| Payout Ratio | · | 10.4% | · | · | · | 13.3% | · | · | · | 13.8% | · | · | · | 14.8% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | — | — | — | $964M | $642M |
| Zysk netto | $287M | $264M | $269M | $222M | $271M |
| Rozwodniony EPS | $5.09 | $4.41 | $4.40 | $3.49 | $5.69 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $214M | $206M | $231M | $472M | $119M |
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
📊
Wybierz metryki, które są dla Ciebie ważne — kliknij ➕ obok dowolnego wiersza w Pełnych Fundamentach powyżej.
Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 373 emitenci · $2.3B 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 |
|---|---|---|---|---|
| 64 (+7 vs poprzedni kw.) | 33 (+3 vs poprzedni kw.) | 114 (+14 vs poprzedni kw.) | 91 (-16 vs poprzedni kw.) | +7.5M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $262 223 911 | 3 417 490 | 11,55% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $254 138 661 | 3 312 116 | 11,19% | Akcje |
| STATE STREET CORP | $232 701 736 | 3 032 754 | 10,25% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $173 093 442 | 2 255 877 | 7,62% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $105 457 672 | 1 374 167 | 4,64% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $89 411 000 | 1 165 245 | 3,94% | Akcje |
| PZENA INVESTMENT MANAGEMENT LLC | $68 174 298 | 888 496 | 3,00% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56 411 205 | 735 191 | 2,48% | Akcje |
| BROWN ADVISORY INC | $55 216 046 | 719 616 | 2,43% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $54 891 380 | 715 383 | 2,42% | Akcje |
| NORGES BANK | $49 024 485 | 638 922 | 2,16% | Akcje |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41 064 285 | 535 179 | 1,81% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $40 923 177 | 533 340 | 1,80% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $40 024 133 | 521 623 | 1,76% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $38 710 438 | 504 502 | 1,70% | Akcje |
| Qube Research & Technologies Ltd | $26 947 960 | 351 205 | 1,19% | Akcje |
| Aberdeen Group plc | $26 517 888 | 345 600 | 1,17% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $26 378 163 | 343 779 | 1,16% | Akcje |
| FMR LLC | $25 772 933 | 335 891 | 1,14% | Akcje |
| COOKE & BIELER LP | $25 346 988 | 330 340 | 1,12% | Akcje |
| GOLDMAN SACHS GROUP INC | $25 216 913 | 328 645 | 1,11% | Akcje |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $21 646 914 | 282 118 | 0,95% | Akcje |
| PALISADE CAPITAL MANAGEMENT, LP | $21 455 634 | 279 625 | 0,94% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $18 301 716 | 238 521 | 0,81% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $17 900 802 | 233 296 | 0,79% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $17 491 632 | 267 211 | 0,77% | Akcje |
| Fisher Asset Management, LLC | $17 491 140 | 227 957 | 0,77% | Akcje |
| Bank of New York Mellon Corp | $17 308 370 | 225 575 | 0,76% | Akcje |
| ALGERT GLOBAL LLC | $14 092 846 | 183 668 | 0,62% | Akcje |
| Public Sector Pension Investment Board | $13 717 482 | 178 776 | 0,60% | Akcje |
| Clearbridge Investments, LLC | $12 951 877 | 168 798 | 0,57% | Akcje |
| Bridgewater Associates, LP | $12 157 408 | 158 444 | 0,54% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $11 004 770 | 143 422 | 0,48% | Akcje |
| CITADEL ADVISORS LLC | $10 800 592 | 140 761 | 0,48% | Akcje |
| EARNEST PARTNERS LLC | $10 691 712 | 139 342 | 0,47% | Akcje |
| RHUMBLINE ADVISERS | $10 127 955 | 131 995 | 0,45% | Akcje |
| CRAWFORD INVESTMENT COUNSEL INC | $9 115 984 | 118 806 | 0,40% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $8 391 600 | 109 365 | 0,37% | Akcje |
| PRUDENTIAL FINANCIAL INC | $8 284 538 | 107 970 | 0,36% | Akcje |
| BANK OF AMERICA CORP /DE/ | $8 277 095 | 107 873 | 0,36% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $8 097 931 | 105 538 | 0,36% | Akcje |
| Swiss National Bank | $8 036 700 | 104 740 | 0,35% | Akcje |
| AMERIPRISE FINANCIAL INC | $7 213 772 | 94 015 | 0,32% | Akcje |
| Point72 Asset Management, L.P. | $7 143 333 | 93 097 | 0,31% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7 019 491 | 91 483 | 0,31% | Akcje |
| INTECH INVESTMENT MANAGEMENT LLC | $6 698 300 | 87 297 | 0,30% | Akcje |
| FIRST TRUST ADVISORS LP | $6 526 730 | 85 061 | 0,29% | Akcje |
| Edgestream Partners, L.P. | $6 477 240 | 84 416 | 0,29% | Akcje |
| FRANKLIN RESOURCES INC | $6 362 221 | 82 917 | 0,28% | Akcje |
| Legal & General Group Plc | $6 122 518 | 79 793 | 0,27% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $5 547 579 | 72 300 | 0,24% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $5 451 590 | 71 049 | 0,24% | Akcje |
| WINTON GROUP Ltd | $5 012 617 | 65 328 | 0,22% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $4 682 246 | 61 022 | 0,21% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $4 649 685 | 60 598 | 0,20% | Akcje |
| COMMONWEALTH EQUITY SERVICES, LLC | $4 518 674 | 58 891 | 0,20% | Akcje |
| Brandywine Global Investment Management, LLC | $4 475 490 | 81 019 | 0,20% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 351 846 | 66 481 | 0,19% | Akcje |
| DEUTSCHE BANK AG\ | $4 177 181 | 54 440 | 0,18% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 173 498 | 54 392 | 0,18% | Akcje |
| Cubist Systematic Strategies, LLC | $4 111 209 | 76 233 | 0,18% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $3 858 828 | 50 291 | 0,17% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 772 200 | 49 162 | 0,17% | Akcje |
| BlackRock, Inc. | $3 634 623 | 47 369 | 0,16% | Akcje |
| GREAT LAKES ADVISORS, LLC | $3 532 956 | 46 044 | 0,16% | Akcje |
| AlphaQuest LLC | $3 273 136 | 59 253 | 0,14% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3 227 187 | 42 059 | 0,14% | Akcje |
| BARCLAYS PLC | $2 830 339 | 36 887 | 0,12% | Akcje |
| TWO SIGMA ADVISERS, LP | $2 803 706 | 50 755 | 0,12% | Akcje |
| VANGUARD GROUP INC | $2 600 036 | 47 068 | 0,11% | Akcje |
| Rafferty Asset Management, LLC | $2 519 890 | 32 841 | 0,11% | Akcje |
| Integrated Quantitative Investments LLC | $2 450 219 | 31 933 | 0,11% | Akcje |
| MetLife Investment Management, LLC | $2 370 650 | 30 896 | 0,10% | Akcje |
| Horizon Investments, LLC | $2 354 830 | 30 766 | 0,10% | Akcje |
| SEI INVESTMENTS CO | $2 338 760 | 30 487 | 0,10% | Akcje |
| Vanguard Global Advisers, LLC | $2 271 055 | 29 598 | 0,10% | Akcje |
| State of Tennessee, Department of Treasury | $2 182 355 | 28 442 | 0,10% | Akcje |
| Engineers Gate Manager LP | $2 133 247 | 27 802 | 0,09% | Akcje |
| Illinois Municipal Retirement Fund | $2 084 217 | 27 163 | 0,09% | Akcje |
| FIFTH THIRD BANCORP | $2 077 663 | 27 078 | 0,09% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1 971 270 | 25 691 | 0,09% | Akcje |
| LPL Financial LLC | $1 939 459 | 25 276 | 0,09% | Akcje |
| Pathstone Holdings, LLC | $1 889 936 | 24 631 | 0,08% | Akcje |
| Private Advisor Group, LLC | $1 881 825 | 24 525 | 0,08% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 868 836 | 24 356 | 0,08% | Akcje |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1 792 884 | 27 389 | 0,08% | Akcje |
| Oliver Luxxe Assets LLC | $1 758 728 | 22 921 | 0,08% | Akcje |
| Louisiana State Employees Retirement System | $1 749 444 | 22 800 | 0,08% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $1 734 098 | 22 600 | 0,08% | Akcje |
| State of New Jersey Common Pension Fund D | $1 657 061 | 21 596 | 0,07% | Akcje |
| Aristotle Capital Boston, LLC | $1 628 323 | 21 221 | 0,07% | Akcje |
| Invesco Ltd. | $1 626 216 | 21 194 | 0,07% | Akcje |
| CORBYN INVESTMENT MANAGEMENT INC/MD | $1 593 222 | 20 764 | 0,07% | Akcje |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 584 322 | 20 648 | 0,07% | Akcje |
| Cetera Investment Advisers | $1 543 307 | 20 113 | 0,07% | Akcje |
| Quantinno Capital Management LP | $1 542 378 | 20 101 | 0,07% | Akcje |
| JANUS HENDERSON GROUP PLC | $1 507 300 | 23 021 | 0,07% | Akcje |
| SALZHAUER MICHAEL | $1 483 115 | 19 329 | 0,07% | Akcje |
| Assenagon Asset Management S.A. | $1 383 749 | 18 034 | 0,06% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 371 165 | 17 870 | 0,06% | Akcje |
Insiderzy spółki 43 insiderów · 16 dyrektorzy generalni · 17 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Rodger Levenson | President & CEO | 10 czerwca 2026 M | 186 088 | 0 | 2 | $-4 850 129 |
| Mark A Turner | Chief Executive Officer | 15 marca 2012 A | 30 394 | 0 | 0 | $0 |
| David Burg | Executive Vice President, CFO | 15 sierpnia 2026 F | 23 034 | 0 | 0 | $0 |
| BACCI ARTHUR J | EVP, COO | 15 kwietnia 2026 F | 31 569 | 0 | 3 | $-141 373 |
| Karl L Johnston | Chief Operating Officer | 19 grudnia 2006 M | 7 529 | 0 | 0 | $0 |
| Shari Kruzinski | EVP, Chief Consumer Bk Officer | 28 lipca 2026 S | 15 207 | 0 | 1 | $-286 090 |
| Richard Wright | EVP | 28 lipca 2015 M | 39 192 | 0 | 0 | $0 |
| James S Mazarakis | EVP | 27 lutego 2014 A | 12 568 | 0 | 0 | $0 |
| Peggy H Eddens | Executive Vice President | 28 sierpnia 2012 S | 100 | 0 | 0 | $0 |
| Thomas W Kearney | Executive Vice President | 23 lutego 2012 A | 2 696 | 0 | 0 | $0 |
| Stephen A Fowle | Executive Vice President | 23 lutego 2012 A | 3 247 | 0 | 0 | $0 |
| Paul D Geraghty | Executive Vice President | 23 lutego 2012 A | 154 | 0 | 0 | $0 |
| Richard J Immesberger | Executive Vice President | 24 lutego 2010 A | 589 | 0 | 0 | $0 |
| Barbara J Fischer | Executive Vice President | 25 lutego 2009 A | 431 | 0 | 0 | $0 |
| Joseph D Blair | Executive Vice President | 4 maja 2007 M | 0 | 0 | 0 | $0 |
| Deborah A Powell | EVP | 22 grudnia 2006 S | 540 | 0 | 0 | $0 |
| Marvin N Schoenhals | Dyrektor | 17 czerwca 2013 S | 38 555 | 0 | 0 | $0 |
| William B Chandler | Dyrektor | 24 września 2012 P | 961 | 0 | 0 | $0 |
| Claibourne D Smith | Dyrektor | 20 grudnia 2011 G | 7 543 | 0 | 0 | $0 |
| Donald W Delson | Dyrektor | 15 grudnia 2011 A | 2 359 | 0 | 0 | $0 |
| Zissimos A Frangopoulos | Dyrektor | 15 grudnia 2011 A | 2 143 | 0 | 0 | $0 |
| Dennis E Klima | Dyrektor | 15 grudnia 2011 A | 5 363 | 0 | 0 | $0 |
| Charles G Cheleden | Dyrektor | 15 grudnia 2011 A | 4 213 | 0 | 0 | $0 |
| Thomas P Preston | Dyrektor | 15 grudnia 2011 A | 8 475 | 0 | 0 | $0 |
| Scott E Reed | Dyrektor | 15 grudnia 2011 A | 5 263 | 0 | 0 | $0 |
| R. Ted Weschler | Dyrektor | 15 grudnia 2011 J | 521 234 | 0 | 0 | $0 |
| Calvert A Morgan JR | Dyrektor | 16 grudnia 2010 A | 4 170 | 0 | 0 | $0 |
| John F Downey | Dyrektor | 16 grudnia 2010 A | 9 970 | 0 | 0 | $0 |
| Joseph R Julian | Dyrektor | 16 grudnia 2010 A | 54 346 | 0 | 0 | $0 |
| David E Hollowell | Dyrektor | 5 maja 2010 M | 10 675 | 0 | 0 | $0 |
| Linda C Drake | Dyrektor | 20 listopada 2009 M | 7 035 | 0 | 0 | $0 |
| Eugene W Weaver | Dyrektor | 20 stycznia 2006 A | 9 800 | 0 | 0 | $0 |
| Michelle Hong | — | 7 sierpnia 2026 A | 2 563 | 0 | 0 | $0 |
| Christopher Gheysens | — | 7 sierpnia 2026 A | 12 963 | 0 | 0 | $0 |
| Francis B. Brake | — | 7 sierpnia 2026 A | 21 312 | 0 | 0 | $0 |
| Karen Dougherty Buchholz | — | 7 sierpnia 2026 A | 29 641 | 0 | 0 | $0 |
| Jennifer W Davis | — | 7 sierpnia 2026 A | 27 123 | 0 | 0 | $0 |
| Eleuthere I Du Pont | — | 7 sierpnia 2026 A | 7 759 | 0 | 0 | $0 |
| Lynn Mckee | — | 7 sierpnia 2026 A | 17 467 | 0 | 0 | $0 |
| Michael J Donahue | — | 7 sierpnia 2026 A | 14 742 | 0 | 0 | $0 |
| David G Turner | — | 7 sierpnia 2026 A | 23 576 | 0 | 0 | $0 |
| Anat Bird | — | 7 sierpnia 2026 A | 26 811 | 0 | 0 | $0 |
| Dale E Wolf | — | 14 stycznia 2005 A | 21 240 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 2 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 |
|---|---|---|---|---|---|
| R. Ted Weschler | 24 listopada 2014 | — | Pierwotne zgłoszenie | — | SEC |
| Peninsula Capital Advisors, LLC, Peninsula Investment Partners, L.P., R. Ted Weschler ×4 zgłoszenia | 20 grudnia 2011 | — | 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 78 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 |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 1,11% | 4 575 NS | 30 kwietnia 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,92% | 3 079 SH | 8 sierpnia 2026 | Dziennie |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,88% | 26 940 SH | 8 sierpnia 2026 | Dziennie |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,69% | 56 669 SH | 8 sierpnia 2026 | Dziennie |
| DPST · Direxion Shares ETF Trust | 0,63% | 43 351 NS | 30 kwietnia 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,29% | 461 NS | 30 kwietnia 2026 | N-PORT |
| IWN · iShares Trust | 0,27% | 489 423 SH | 8 sierpnia 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,27% | 279 842 NS | 30 kwietnia 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,26% | 7 892 NS | 31 maja 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,26% | 3 604 NS | 31 maja 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,26% | 8 227 SH | 8 sierpnia 2026 | Dziennie |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,26% | 6 637 NS | 30 kwietnia 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,26% | 16 125 SH | 8 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,26% | 46 349 SH | 8 sierpnia 2026 | Dziennie |
| IJT · iShares Trust | 0,24% | 247 823 SH | 8 sierpnia 2026 | Dziennie |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,23% | 32 833 SH | 8 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | 0,23% | 3 122 264 SH | 8 sierpnia 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,22% | 181 946 SH | 8 sierpnia 2026 | Dziennie |
| XJR · iShares Trust | 0,22% | 5 074 SH | 8 sierpnia 2026 | Dziennie |
| DFAT · Dimensional ETF Trust | 0,22% | 414 410 NS | 30 kwietnia 2026 | N-PORT |
| IJS · iShares Trust | 0,21% | 209 341 SH | 8 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 20 536 NS | 30 kwietnia 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,20% | 51 904 SH | 8 sierpnia 2026 | Dziennie |
| SMDX · Tidal Trust III | 0,19% | 3 377 NS | 30 kwietnia 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,19% | 31 817 NS | 30 kwietnia 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,18% | 70 936 NS | 31 maja 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,18% | 6 258 SH | 8 sierpnia 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,18% | 1 978 NS | 30 kwietnia 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,17% | 15 875 SH | 8 sierpnia 2026 | Dziennie |
| SAA · ProShares Trust | 0,17% | 640 NS | 31 maja 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,15% | 580 632 NS | 31 maja 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 48 987 SH | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,14% | 1 352 519 SH | 8 sierpnia 2026 | Dziennie |
| PKW · Invesco Exchange-Traded Fund Trust | 0,12% | 27 107 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,12% | 305 568 SH | 8 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,12% | 23 110 NS | 30 kwietnia 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,11% | 141 880 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,10% | 202 245 NS | 30 kwietnia 2026 | N-PORT |
| ITWO · ProShares Trust | 0,10% | 2 515 NS | 31 maja 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,09% | 23 733 SH | 8 sierpnia 2026 | Dziennie |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 256 752 NS | 31 maja 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,08% | 719 543 SH | 8 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,08% | 10 950 NS | 31 maja 2026 | N-PORT |
| ISCV · iShares Trust | 0,08% | 6 459 SH | 8 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,07% | 24 636 SH | 8 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | 0,07% | 2 297 SH | 8 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,06% | 6 532 SH | 8 sierpnia 2026 | Dziennie |
| UWM · ProShares Trust | 0,06% | 1 967 NS | 31 maja 2026 | N-PORT |
| ISCG · iShares Trust | 0,06% | 6 825 SH | 8 sierpnia 2026 | Dziennie |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,05% | 1 032 NS | 30 kwietnia 2026 | N-PORT |