WSM Williams-Sonoma, Inc. Common Stock (DE)
WSM Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
WSM Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 17 lipca 2026 | $0,7600 |
| 17 kwietnia 2026 | $0,7600 |
| 16 stycznia 2026 | $0,6600 |
| 17 października 2025 | $0,6600 |
| 18 lipca 2025 | $0,6600 |
| 17 kwietnia 2025 | $0,6600 |
| 17 stycznia 2025 | $0,5700 |
| 18 października 2024 | $0,5700 |
| 19 lipca 2024 | $0,5700 |
| 18 kwietnia 2024 | $0,5650 |
| 18 stycznia 2024 | $0,4500 |
| 19 października 2023 | $0,4500 |
| 20 lipca 2023 | $0,4500 |
| 20 kwietnia 2023 | $0,4500 |
| 19 stycznia 2023 | $0,3900 |
| 20 października 2022 | $0,3900 |
| 21 lipca 2022 | $0,3900 |
| 21 kwietnia 2022 | $0,3900 |
| 20 stycznia 2022 | $0,3550 |
| 21 października 2021 | $0,3550 |
WSM Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 6 21,4%
- Kup 8 28,6%
- Trzymaj 14 50,0%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
20 analityków · 2026-08-20Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 31 marca 2027 | $1.93 | $1.83 | — |
| 30 czerwca 2026 | $1.93 | $1.83 | 0.10% |
| 31 marca 2026 | $3.04 | $2.92 | 0.12% |
| 31 grudnia 2025 | $1.96 | $1.89 | 0.07% |
| 30 września 2025 | $2.00 | $1.82 | 0.18% |
| 30 czerwca 2025 | $1.85 | $1.78 | 0.07% |
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 |
|---|---|---|---|---|---|---|
| WSM | $24.31B | 23.2 | 1.2% | 13.9% | 51.4% | 46.2% |
| W | $13.05B | -41.2 | 5.1% | -2.5% | 11.4% | 30.2% |
| RH | $3.74B | 31.5 | 8.1% | 3.6% | 1266.9% | 44.1% |
| BOBS | — | — | — | — | — | — |
| ARHS | — | 23.4 | 8.5% | 4.9% | 16.7% | 38.9% |
| HVT | $716M | 20.1 | 5.0% | 2.6% | 6.4% | 60.7% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 13
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $7.81B | $7.71B | · | · | · | · | · | |
| Cost of Revenue | $4.20B | $4.13B | · | · | · | · | · | |
| Gross Profit | $3.60B | $3.58B | · | · | · | · | · | |
| SG&A Expense | $2.19B | $2.15B | · | · | · | · | · | |
| Operating Income | $1.42B | $1.43B | · | · | · | · | · | |
| Pretax Income | $1.45B | $1.49B | · | · | · | · | · | |
| Income Tax | $364M | $360M | · | · | · | · | · | |
| Net Income | $1.09B | $1.13B | · | · | · | · | · | |
| EPS (Basic) | $8.96 | $8.91 | · | · | · | · | · | |
| EPS (Diluted) | $8.84 | $8.79 | · | · | · | · | · | |
| Shares (Basic) | 121,446,000 | 126,242,000 | · | · | · | · | · | |
| Shares (Diluted) | 123,153,000 | 128,041,000 | · | · | · | · | · | |
| EBITDA | $1.65B | $1.66B | · | · | · | · | · |
Bilans 27
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.02B | $1.21B | $1.25B | $297M | $325M | $640M | $948M | |
| Receivables | $127M | $118M | $115M | $109M | $123M | $142M | $129M | |
| Inventory | $1.46B | $1.33B | $1.21B | $1.40B | $1.40B | $1.09B | $1.04B | |
| Prepaid Expense | $80M | $67M | $63M | $63M | $61M | $59M | $109M | |
| Other Current Assets | $24M | $25M | $23M | $28M | $24M | $21M | $27M | |
| Current Assets | $2.71B | $2.75B | $2.67B | $1.90B | $1.93B | $1.95B | $2.26B | |
| PP&E (Net) | $1.10B | $1.03B | $990M | $1.05B | $942M | $875M | $887M | |
| PP&E (Gross) | $3.14B | $2.97B | · | · | · | · | · | |
| Accum. Depreciation | $2.04B | $1.94B | · | · | · | · | · | |
| Goodwill | $77M | $77M | $77M | $77M | $85M | $85M | $85M | |
| Other Non-current Assets | $157M | $137M | $129M | $115M | $103M | $88M | $75M | |
| Total Assets | $5.41B | $5.30B | $5.15B | $4.47B | $4.21B | $4.11B | $4.49B | |
| Accounts Payable | $638M | $646M | $502M | $630M | $643M | $575M | $373M | |
| Accrued Liabilities | $315M | $286M | $153M | $205M | $184M | $174M | $158M | |
| Current Liabilities | $1.95B | $1.91B | $1.72B | $1.70B | $1.74B | $1.52B | $1.66B | |
| Capital Leases | $1.24B | $1.11B | $1.11B | $1.19B | $1.04B | $999M | $1.08B | |
| Other Non-current Liabilities | $140M | $134M | $117M | $116M | $119M | $125M | $86M | |
| Total Liabilities | $3.33B | $3.16B | $2.95B | $3.00B | $2.90B | $2.66B | $3.15B | |
| Long-term Debt | · | · | · | · | · | · | $299M | |
| Common Stock | $1M | $1M | $1M | $643.0K | $693.0K | $753.0K | $778.0K | |
| Paid-in Capital | $587M | $572M | $521M | $532M | $532M | $556M | $609M | |
| Retained Earnings | $1.51B | $1.59B | $1.70B | $952M | $790M | $895M | $737M | |
| Treasury Stock | $2M | $435.0K | $435.0K | $1M | $739.0K | $711.0K | $599.0K | |
| AOCI | $-13M | $-22M | $-17M | $-16M | $-12M | $-4M | $-13M | |
| Stockholders' Equity | $2.08B | $2.14B | $2.20B | $1.47B | $1.31B | $1.45B | $1.33B | |
| Liabilities + Equity | $5.41B | $5.30B | $5.15B | $4.47B | $4.21B | $4.11B | $4.49B | |
| Shares Outstanding | 118,770,000 | 123,125,000 | 128,675,000 | 64,222,000 | 69,219,000 | 75,235,000 | 77,796,000 |
Przepływy pieniężne 14
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $231M | $230M | · | · | · | · | · | |
| Stock-based Comp | $107M | $99M | · | · | · | · | · | |
| Deferred Tax | $20M | $-10M | · | · | · | · | · | |
| Other Non-cash | $-132M | $-84M | · | · | · | · | · | |
| Operating Cash Flow | $1.31B | $1.36B | · | · | · | · | · | |
| CapEx | $259M | $222M | · | · | · | · | · | |
| Investing Cash Flow | $-261M | $-221M | · | · | · | · | · | |
| Stock Repurchased | $854M | $807M | · | · | · | · | · | |
| Net Stock Activity | $-854M | $-807M | · | · | · | · | · | |
| Dividends Paid | $316M | $280M | · | · | · | · | · | |
| Financing Cash Flow | $-1.25B | $-1.18B | · | · | · | · | · | |
| Net Change in Cash | $-193M | $-49M | · | · | · | · | · | |
| Taxes Paid | $330M | $399M | · | · | · | · | · | |
| Free Cash Flow | $1.06B | $1.14B | · | · | · | · | · |
Rentowność 8
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 46.2% | 46.5% | · | · | · | · | · | |
| Operating Margin | 18.1% | 18.6% | · | · | · | · | · | |
| Net Margin | 13.9% | 14.6% | · | · | · | · | · | |
| Pretax Margin | 18.6% | 19.3% | · | · | · | · | · | |
| EBITDA Margin | 21.1% | 21.5% | · | · | · | · | · | |
| ROA | 20.3% | 22.0% | · | · | · | · | · | |
| ROE | 51.4% | 55.9% | · | · | · | · | · | |
| ROIC | 50.9% | 50.6% | · | · | · | · | · |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | · | · | · | · | · | |
| Quick Ratio | 0.6 | 0.7 | · | · | · | · | · |
Efektywność 3
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.5 | · | · | · | · | · | |
| Inventory Turnover | 3.0 | · | · | · | · | · | · | |
| Receivables Turnover | 63.9 | 69.1 | · | · | · | · | · |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.2% | -0.50% | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.5% | -2.2% | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.9% | · | · | · | · | · | · | |
| EPS YoY | 0.57% | 20.7% | · | · | · | · | · | |
| EPS CAGR 3Y | 2.7% | -15.8% | · | · | · | · | · | |
| EPS CAGR 5Y | 0.53% | · | · | · | · | · | · | |
| Net Income YoY | -3.3% | 18.5% | · | · | · | · | · | |
| Net Income CAGR 3Y | -1.2% | -0.03% | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.8% | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 15.0% | · | · | · | · | · | · |
Wycena (TTM) 13
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.81B | $7.71B | · | · | · | · | · | |
| Net Income TTM | $1.09B | $1.13B | · | · | · | · | · | |
| Market Cap | $24.31B | $26.02B | · | · | · | · | · | |
| P/E | 23.2 | 24.0 | · | · | · | · | · | |
| P/S | 3.1 | 3.4 | · | · | · | · | · | |
| P/B | 11.7 | 12.1 | · | · | · | · | · | |
| P / Tangible Book | 12.1 | 12.6 | · | · | · | · | · | |
| P / Cash Flow | 18.5 | 19.1 | · | · | · | · | · | |
| P / FCF | 23.0 | 22.9 | · | · | · | · | · | |
| Dividend Yield | 1.3% | 1.1% | · | · | · | · | · | |
| Earnings Yield | 4.3% | 4.2% | · | · | · | · | · | |
| Payout Ratio | 29.1% | 24.9% | · | · | · | · | · | |
| Annual Payout | $316M | $280M | · | · | · | · | · |
Rachunek zysków i strat 13
| Wskaźnik | Trend | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.81B | $2.36B | $1.88B | $1.84B | $1.73B | $2.46B | $1.80B | $1.79B | $1.66B | $2.28B | $1.85B | $1.86B | $1.76B | $2.45B | $2.19B | $2.14B | |
| Cost of Revenue | $1.01B | $1.25B | $1.02B | $972M | $964M | $1.30B | $983M | $984M | · | · | · | · | · | · | · | · | |
| Gross Profit | $793M | $1.10B | $868M | $865M | $766M | $1.17B | $818M | $804M | $795M | $1.05B | $822M | $758M | $675M | $1.01B | $911M | $929M | |
| SG&A Expense | $502M | $627M | $549M | $537M | $475M | $635M | $513M | $526M | $478M | $591M | $507M | $486M | $476M | $540M | $571M | $563M | |
| Operating Income | $292M | $478M | $319M | $328M | $291M | $530M | $305M | $278M | $317M | $458M | $315M | $272M | $199M | $470M | $340M | $366M | |
| Pretax Income | $299M | $486M | $329M | $337M | $300M | $543M | $317M | $293M | $333M | $471M | $322M | $275M | $205M | $471M | $340M | $366M | |
| Income Tax | $67M | $118M | $87M | $90M | $69M | $132M | $80M | $76M | $73M | $117M | $85M | $73M | $48M | $116M | $88M | $99M | |
| Net Income | $231M | $368M | $242M | $248M | $231M | $411M | $237M | $217M | $260M | $354M | $237M | $202M | $157M | $355M | $252M | $267M | |
| EPS (Basic) | $1.95 | $3.06 | $1.99 | $2.03 | $1.88 | $3.30 | $1.89 | $1.69 | $2.03 | $1.55 | $1.85 | $1.57 | $2.38 | $-2.98 | $3.77 | $3.92 | |
| EPS (Diluted) | $1.93 | $3.03 | $1.96 | $2.00 | $1.85 | $3.26 | $1.87 | $1.67 | $1.99 | $1.54 | $1.83 | $1.56 | $2.35 | $-2.92 | $3.72 | $3.87 | |
| Shares (Basic) | 118,386,000 | -245,217,000 | 121,434,000 | 122,121,000 | 123,108,000 | -255,759,000 | 125,333,000 | 128,256,000 | 128,412,000 | -193,312,000 | 128,285,000 | 128,326,000 | 65,849,000 | 67,464,000 | 66,704,000 | 68,180,000 | |
| Shares (Diluted) | 119,894,000 | -248,504,000 | 123,273,000 | 123,595,000 | 124,789,000 | -259,290,000 | 126,892,000 | 129,810,000 | 130,629,000 | -194,753,000 | 129,549,000 | 129,051,000 | 66,696,000 | 68,417,000 | 67,617,000 | 69,081,000 | |
| EBITDA | $348M | · | $319M | $328M | $347M | · | $321M | $290M | $381M | · | $315M | $272M | $255M | · | $340M | $366M |
Bilans 26
| Wskaźnik | Trend | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $652M | $1.02B | $885M | $986M | $1.05B | $1.21B | $827M | $1.27B | $1.25B | · | $699M | $514M | $297M | · | $113M | $125M | |
| Receivables | $139M | $127M | $118M | $116M | $123M | $118M | $106M | $112M | $115M | · | $124M | $117M | $109M | · | $126M | $134M | |
| Inventory | $1.46B | $1.46B | $1.53B | $1.43B | $1.34B | $1.33B | $1.45B | $1.25B | $1.22B | · | $1.40B | $1.30B | $1.40B | · | $1.69B | $1.54B | |
| Prepaid Expense | $80M | $80M | $92M | $101M | $69M | $67M | $85M | $99M | $63M | · | $100M | $74M | $63M | · | $104M | $102M | |
| Other Current Assets | $20M | $24M | $21M | $20M | $23M | $25M | $19M | $20M | $23M | · | $27M | $26M | $28M | · | $30M | $26M | |
| Current Assets | $2.35B | $2.71B | $2.65B | $2.66B | $2.60B | $2.75B | $2.49B | $2.74B | $2.67B | · | $2.35B | $2.03B | $1.90B | · | $2.06B | $1.93B | |
| PP&E (Net) | $1.10B | $1.10B | $1.06B | $1.03B | $1.03B | $1.03B | $1.02B | $975M | $990M | · | $1.03B | $1.04B | $1.05B | · | $1.01B | $974M | |
| PP&E (Gross) | · | $3.14B | · | · | · | $2.97B | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | $2.04B | · | · | · | $1.94B | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $77M | $77M | $77M | $77M | $77M | $77M | $77M | $77M | $77M | · | $77M | $77M | $77M | · | $85M | $85M | |
| Other Non-current Assets | $155M | $157M | $151M | $148M | $140M | $137M | $127M | $159M | $129M | · | $121M | $119M | $115M | · | $108M | $104M | |
| Total Assets | $5.06B | $5.41B | $5.31B | $5.23B | $5.16B | $5.30B | $4.97B | $5.21B | $5.16B | · | $4.88B | $4.57B | $4.47B | · | $4.59B | $4.32B | |
| Accounts Payable | $561M | $638M | $667M | $602M | $554M | $646M | $666M | $596M | $502M | · | $676M | $597M | $630M | · | $721M | $680M | |
| Accrued Liabilities | $151M | $315M | $247M | $203M | $147M | $286M | $235M | $208M | $154M | · | $204M | $185M | $205M | · | $275M | $245M | |
| Current Liabilities | $1.76B | $1.95B | $1.86B | $1.77B | $1.72B | $1.91B | $1.85B | $1.76B | $1.72B | · | $1.79B | $1.66B | $1.70B | · | $1.85B | $1.81B | |
| Capital Leases | $1.28B | $1.24B | $1.25B | $1.17B | $1.14B | $1.11B | $1.08B | $1.08B | $1.11B | · | $1.16B | $1.17B | $1.19B | · | $1.21B | $1.12B | |
| Other Non-current Liabilities | $149M | $140M | $143M | $141M | $134M | $134M | $133M | $122M | $117M | · | $118M | $119M | $116M | · | $104M | $100M | |
| Total Liabilities | $3.19B | $3.33B | $3.24B | $3.08B | $3.00B | $3.16B | $3.06B | $2.96B | $2.95B | · | $3.07B | $2.95B | $3.00B | · | $3.18B | $3.04B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $644.0K | · | $642.0K | $642.0K | $643.0K | · | $666.0K | $671.0K | |
| Paid-in Capital | $518M | $587M | $568M | $544M | $524M | $572M | $545M | $538M | $522M | · | $572M | $552M | $532M | · | $554M | $542M | |
| Retained Earnings | $1.36B | $1.51B | $1.52B | $1.62B | $1.65B | $1.59B | $1.38B | $1.73B | $1.70B | · | $1.26B | $1.08B | $952M | · | $877M | $750M | |
| Treasury Stock | $2M | $2M | $2M | $2M | $2M | $435.0K | $435.0K | $435.0K | $435.0K | · | $1M | $1M | $1M | · | $739.0K | $739.0K | |
| AOCI | $-12M | $-13M | $-16M | $-16M | $-16M | $-22M | $-17M | $-17M | $-17M | · | $-19M | $-15M | $-16M | · | $-18M | $-14M | |
| Stockholders' Equity | $1.87B | $2.08B | $2.07B | $2.15B | $2.16B | $2.14B | $1.91B | $2.25B | $2.21B | $2.13B | $1.81B | $1.62B | $1.47B | $1.70B | $1.41B | $1.28B | |
| Liabilities + Equity | $5.06B | $5.41B | $5.31B | $5.23B | $5.16B | $5.30B | $4.97B | $5.21B | $5.16B | · | $4.88B | $4.57B | $4.47B | · | $4.59B | $4.32B | |
| Shares Outstanding | 117,743,000 | 118,770,000 | 120,399,000 | 121,790,000 | 122,994,000 | 123,125,000 | 123,876,000 | 127,788,000 | 64,337,000 | 128,301,000 | 64,135,000 | 64,145,000 | 64,222,000 | 132,453,000 | 66,556,000 | 67,057,000 |
Przepływy pieniężne 13
| Wskaźnik | Trend | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $56M | $61M | $58M | $57M | $56M | $58M | $58M | $56M | $57M | $67M | $55M | $55M | $56M | $57M | $55M | · | |
| Stock-based Comp | $30M | $29M | $30M | $27M | $20M | $33M | $21M | $22M | $23M | $18M | $22M | $21M | $23M | $22M | $16M | · | |
| Deferred Tax | $4M | $878.0K | $5M | $16M | $-2M | $-738.0K | $-3M | $-5M | $-538.0K | $-21M | $-4M | $-2M | $-2M | $-13M | $-3M | · | |
| Other Non-cash | $-165M | · | · | · | $-188M | · | · | · | $-118M | · | · | · | $109M | · | · | · | |
| Operating Cash Flow | $156M | $597M | $316M | $283M | $119M | $633M | $253M | $246M | $227M | $675M | $290M | $372M | $343M | $464M | $205M | · | |
| CapEx | $58M | $81M | $68M | $52M | $58M | $67M | $83M | $31M | $40M | $54M | $42M | $43M | $50M | $120M | $86M | · | |
| Investing Cash Flow | $-58M | $-81M | $-68M | $-53M | $-58M | $-67M | $-83M | $-31M | $-39M | $-54M | $-42M | $-43M | $-50M | $-120M | $-86M | · | |
| Stock Repurchased | $288M | $298M | $267M | $199M | $90M | $100M | $534M | $130M | $44M | $1.0K | $3M | $10M | $300M | $39M | $75M | $265M | |
| Net Stock Activity | $-288M | · | $-267M | $-199M | $-90M | · | $-534M | $-130M | $-44M | · | $-3M | $-10M | $-300M | · | $-75M | $-265M | |
| Dividends Paid | $86M | $80M | $81M | $81M | $75M | $71M | $73M | $73M | $63M | $58M | $58M | $59M | $58M | $52M | $53M | · | |
| Financing Cash Flow | $-467M | $-382M | $-349M | $-291M | $-230M | $-177M | $-609M | $-205M | $-194M | $-60M | $-62M | $-114M | $-362M | $-92M | $-128M | · | |
| Net Change in Cash | $-368M | $135M | $-101M | $-61M | $-166M | $386M | $-438M | $10M | $-7M | $563M | $184M | $217M | $-70M | $254M | $-12M | · | |
| Free Cash Flow | $99M | · | · | · | $61M | · | · | · | $187M | · | · | · | $292M | · | · | · |
Rentowność 8
| Wskaźnik | Trend | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.0% | · | 46.1% | 47.1% | 44.3% | · | 46.7% | 46.2% | 48.3% | · | 44.4% | 40.7% | 38.5% | · | 41.5% | 43.5% | |
| Operating Margin | 16.2% | · | 17.0% | 17.9% | 16.8% | · | 17.8% | 16.2% | 19.5% | · | 17.0% | 14.6% | 11.4% | · | 15.5% | 17.1% | |
| Net Margin | 12.8% | · | 12.8% | 13.5% | 13.4% | · | 13.8% | 12.6% | 16.0% | · | 12.8% | 10.8% | 8.9% | · | 11.5% | 12.5% | |
| Pretax Margin | 16.5% | · | 17.5% | 18.4% | 17.3% | · | 18.5% | 17.1% | 20.5% | · | 17.4% | 14.8% | 11.7% | · | 15.5% | 17.1% | |
| EBITDA Margin | 19.3% | · | 17.0% | 17.9% | 20.1% | · | 17.8% | 16.2% | 22.9% | · | 17.0% | 14.6% | 14.5% | · | 15.5% | 17.1% | |
| ROA | · | · | 4.7% | 4.7% | 4.5% | · | 5.1% | 4.6% | 5.5% | · | 5.0% | 4.5% | 3.6% | · | 5.5% | 6.2% | |
| ROE | · | · | 12.2% | 11.2% | 10.6% | · | 13.4% | 11.7% | 14.4% | · | 14.7% | 13.9% | 11.3% | · | 17.0% | 19.0% | |
| ROIC | · | · | 11.3% | 11.2% | 10.4% | · | 12.6% | 9.5% | 11.5% | · | 12.8% | 12.3% | 10.4% | · | 17.8% | 20.9% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | 1.4 | 1.5 | 1.5 | · | 1.3 | 1.6 | 1.6 | · | 1.3 | 1.2 | 1.1 | · | 1.1 | 1.1 | |
| Quick Ratio | · | · | 0.5 | 0.6 | 0.7 | · | 0.5 | 0.8 | 0.8 | · | 0.5 | 0.4 | 0.2 | · | 0.1 | 0.1 |
Efektywność 3
| Wskaźnik | Trend | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | |
| Inventory Turnover | · | · | 0.7 | 0.7 | · | · | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | · | · | 16.8 | 16.1 | 14.5 | · | 15.7 | 15.6 | 14.8 | · | 14.8 | 14.9 | 15.1 | · | 16.5 | 15.5 |
Wycena (TTM) 11
| Wskaźnik | Trend | Q2 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.26B | · | $7.25B | $7.16B | $6.98B | · | $7.10B | $7.16B | $7.13B | · | $7.66B | $7.95B | $7.98B | · | $8.27B | $8.02B | |
| Net Income TTM | $952M | · | $958M | $933M | $946M | · | $952M | $916M | $856M | · | $847M | $877M | $929M | · | $1.02B | $1.02B | |
| Market Cap | · | · | $23.40B | $22.86B | $19.75B | · | $16.69B | $19.87B | $9.08B | · | $4.68B | $4.51B | $3.89B | · | $4.08B | $4.84B | |
| P/E | 23.3 | · | 25.3 | 25.4 | 21.8 | · | 18.3 | 22.1 | 18.3 | · | 7.7 | 6.1 | 4.5 | · | 4.3 | 5.2 | |
| P/S | · | · | 3.2 | 3.2 | 2.8 | · | 2.4 | 2.8 | 1.3 | · | 0.6 | 0.6 | 0.5 | · | 0.5 | 0.6 | |
| P/B | · | · | 11.3 | 10.6 | 9.1 | · | 8.8 | 8.8 | 4.1 | · | 2.6 | 2.8 | 2.6 | · | 2.9 | 3.8 | |
| P / Tangible Book | · | · | 11.8 | 11.0 | 9.5 | · | 9.1 | 9.1 | 4.3 | · | 2.7 | 2.9 | 2.8 | · | 3.1 | 4.1 | |
| P / Cash Flow | · | · | · | · | 166.0 | · | · | · | 40.0 | · | · | · | 11.3 | · | · | · | |
| P / FCF | · | · | · | · | 325.3 | · | · | · | 48.5 | · | · | · | 13.3 | · | · | · | |
| Earnings Yield | 4.3% | · | 4.0% | 3.9% | 4.6% | · | 5.5% | 4.5% | 5.5% | · | 13.0% | 16.4% | 22.2% | · | 23.4% | 19.2% | |
| Payout Ratio | 37.0% | · | · | · | 32.3% | · | · | · | 23.7% | · | · | · | 37.1% | · | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2026-02-01 | 2025-05-04 | 2025-02-02 | 2024-10-27 | 2024-07-28 | |
|---|---|---|---|---|---|
| Przychody | $7.81B | — | $7.71B | — | — |
| Marża Brutto % | 46.2% | — | 46.5% | — | — |
| Marża Operacyjna % | 18.1% | — | 18.6% | — | — |
| Zysk netto | $1.09B | — | $1.13B | — | — |
| Rozwodniony EPS | $8.84 | — | $8.79 | — | — |
Bilans
| 2026-02-01 | 2025-05-04 | 2025-02-02 | 2024-10-27 | 2024-07-28 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 1.4 | — | 1.4 | — | — |
| Wskaźnik Szybkości | 0.6 | — | 0.7 | — | — |
Przepływy pieniężne
| 2026-02-01 | 2025-05-04 | 2025-02-02 | 2024-10-27 | 2024-07-28 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.06B | — | $1.14B | — | — |
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) 1 096 emitentów · $19.1B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 154 (+36 vs poprzedni kw.) | 61 (-38 vs poprzedni kw.) | 334 (+8 vs poprzedni kw.) | 362 (+4 vs poprzedni kw.) | -112K |
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 |
|---|---|---|---|---|
| Aristotle Capital Management, LLC | $2 577 449 404 | 11 057 269 | 13,51% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 793 129 442 | 7 692 533 | 9,40% | Akcje |
| BLACKHILL CAPITAL INC | $1 791 205 202 | 7 684 278 | 9,39% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 445 285 501 | 6 200 281 | 7,57% | Akcje |
| STATE STREET CORP | $1 376 871 584 | 5 906 785 | 7,21% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $807 768 500 | 3 430 963 | 4,23% | Akcje |
| FIRST TRUST ADVISORS LP | $650 478 195 | 2 790 554 | 3,41% | Akcje |
| NORGES BANK | $409 575 348 | 1 757 080 | 2,15% | Akcje |
| FMR LLC | $327 742 942 | 1 406 019 | 1,72% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $322 093 851 | 1 381 784 | 1,69% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $308 441 612 | 1 323 215 | 1,62% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $246 054 766 | 1 055 576 | 1,29% | Akcje |
| Leonard Green & Partners, L.P. | $233 100 000 | 1 000 000 | 1,22% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $220 521 357 | 946 038 | 1,16% | Akcje |
| D. E. Shaw & Co., Inc. | $190 693 516 | 818 076 | 1,00% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $154 590 288 | 663 193 | 0,81% | Akcje |
| Caisse de depot et placement du Quebec | $143 061 395 | 613 734 | 0,75% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $129 440 466 | 555 299 | 0,68% | Akcje |
| BANK OF AMERICA CORP /DE/ | $126 282 391 | 541 752 | 0,66% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $121 989 541 | 519 237 | 0,64% | Akcje |
| VANGUARD GROUP INC | $121 722 301 | 681 574 | 0,64% | Akcje |
| Pictet Asset Management Holding SA | $118 579 369 | 508 706 | 0,62% | Akcje |
| ASSETMARK, INC | $110 494 343 | 474 021 | 0,58% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $107 652 175 | 461 832 | 0,56% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $97 878 690 | 419 900 | 0,51% | Akcje |
| Clark Capital Management Group, Inc. | $94 437 194 | 405 136 | 0,49% | Akcje |
| Robeco Institutional Asset Management B.V. | $93 646 062 | 401 742 | 0,49% | Akcje |
| Quantinno Capital Management LP | $86 105 814 | 369 394 | 0,45% | Akcje |
| Swiss National Bank | $78 251 670 | 335 700 | 0,41% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $75 826 498 | 325 296 | 0,40% | Akcje |
| Gotham Asset Management, LLC | $71 942 585 | 308 634 | 0,38% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $67 397 369 | 289 135 | 0,35% | Akcje |
| PNC Financial Services Group, Inc. | $67 244 921 | 288 481 | 0,35% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $64 232 803 | 275 559 | 0,34% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $63 745 158 | 273 467 | 0,33% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $62 912 991 | 269 897 | 0,33% | Akcje |
| BlackRock, Inc. | $61 823 948 | 265 225 | 0,32% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $61 068 004 | 261 982 | 0,32% | Akcje |
| National Pension Service | $60 620 452 | 260 062 | 0,32% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $59 931 409 | 257 106 | 0,31% | Akcje |
| Nuveen, LLC | $59 810 663 | 256 588 | 0,31% | Akcje |
| Vanguard Global Advisers, LLC | $59 196 444 | 253 953 | 0,31% | Akcje |
| Advisors Capital Management, LLC | $58 930 212 | 252 810 | 0,31% | Akcje |
| Jefferies Financial Group Inc. | $58 041 900 | 249 000 | 0,30% | Opcja sprzedaży |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $57 194 368 | 313 686 | 0,30% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $53 886 193 | 231 172 | 0,28% | Akcje |
| GOLDMAN SACHS GROUP INC | $52 352 861 | 224 594 | 0,27% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52 307 640 | 224 400 | 0,27% | Opcja sprzedaży |
| California Public Employees Retirement System | $50 896 686 | 218 347 | 0,27% | Akcje |
| CITADEL ADVISORS LLC | $49 930 020 | 214 200 | 0,26% | Opcja kupna |
| RHUMBLINE ADVISERS | $49 731 781 | 213 350 | 0,26% | Akcje |
| JANE STREET GROUP, LLC | $44 708 580 | 191 800 | 0,23% | Opcja kupna |
| Glenmede Investment Management, LP | $44 012 603 | 225 186 | 0,23% | Akcje |
| REIK & CO., LLC | $43 247 742 | 185 533 | 0,23% | Akcje |
| GLENMEDE TRUST CO NA | $42 349 841 | 181 681 | 0,22% | Akcje |
| Zurich Insurance Group Ltd/FI | $42 230 494 | 181 169 | 0,22% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $40 922 724 | 175 559 | 0,21% | Akcje |
| Alyeska Investment Group, L.P. | $39 249 844 | 168 382 | 0,21% | Akcje |
| Modera Wealth Management, LLC | $38 858 556 | 166 703 | 0,20% | Akcje |
| Boston Trust Walden Corp | $38 702 094 | 166 032 | 0,20% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38 321 640 | 164 400 | 0,20% | Opcja kupna |
| Select Equity Group, L.P. | $37 722 573 | 161 830 | 0,20% | Akcje |
| Moran Wealth Management, LLC | $37 499 613 | 160 874 | 0,20% | Akcje |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $37 043 087 | 158 915 | 0,19% | Akcje |
| Railway Pension Investments Ltd | $36 293 670 | 155 700 | 0,19% | Akcje |
| ROYAL BANK OF CANADA | $35 660 000 | 152 980 | 0,19% | Akcje |
| Pacific Heights Asset Management LLC | $34 965 000 | 150 000 | 0,18% | Akcje |
| SCOPUS ASSET MANAGEMENT, L.P. | $34 965 000 | 150 000 | 0,18% | Opcja sprzedaży |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $34 242 390 | 146 900 | 0,18% | Akcje |
| Hook Mill Capital Partners, LP | $33 768 265 | 144 866 | 0,18% | Akcje |
| Rodgers Brothers Inc. | $32 553 114 | 139 653 | 0,17% | Akcje |
| Edgemoor Investment Advisors, Inc. | $31 313 792 | 171 742 | 0,16% | Akcje |
| INVESTMENT HOUSE LLC | $30 779 845 | 132 046 | 0,16% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $30 737 374 | 168 581 | 0,16% | Akcje |
| First Long Island Investors, LLC | $30 425 377 | 130 525 | 0,16% | Akcje |
| PFA Pension, Forsikringsaktieselskab | $29 743 518 | 127 600 | 0,16% | Akcje |
| Corient Private Wealth LP | $29 408 474 | 126 156 | 0,15% | Akcje |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $29 324 478 | 164 200 | 0,15% | Akcje |
| NISA INVESTMENT ADVISORS, LLC | $28 490 881 | 122 226 | 0,15% | Akcje |
| LOGAN CAPITAL MANAGEMENT INC | $28 418 790 | 121 917 | 0,15% | Akcje |
| Legal & General Group Plc | $28 306 497 | 121 435 | 0,15% | Akcje |
| BARCLAYS PLC | $27 745 427 | 119 028 | 0,15% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $26 690 882 | 114 504 | 0,14% | Akcje |
| AVIVA PLC | $26 264 076 | 112 673 | 0,14% | Akcje |
| CITADEL ADVISORS LLC | $25 545 429 | 109 590 | 0,13% | Akcje |
| MCRAE CAPITAL MANAGEMENT INC | $25 470 971 | 109 271 | 0,13% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $25 422 352 | 109 062 | 0,13% | Akcje |
| TRUIST FINANCIAL CORP | $25 267 108 | 108 396 | 0,13% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $24 585 371 | 105 471 | 0,13% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $23 695 971 | 129 962 | 0,12% | Akcje |
| PEAK6 LLC | $23 496 480 | 100 800 | 0,12% | Opcja kupna |
| WINMILL & CO. INC | $22 377 600 | 96 000 | 0,12% | Akcje |
| Walleye Trading LLC | $22 051 260 | 94 600 | 0,12% | Opcja kupna |
| AMERIPRISE FINANCIAL INC | $20 839 607 | 89 402 | 0,11% | Akcje |
| SEB Asset Management AB | $20 720 259 | 88 890 | 0,11% | Akcje |
| IMC-Chicago, LLC | $20 076 437 | 86 128 | 0,11% | Akcje |
| HighTower Advisors, LLC | $19 847 298 | 85 145 | 0,10% | Akcje |
| Boston Partners | $19 760 120 | 84 771 | 0,10% | Akcje |
| 1832 Asset Management L.P. | $19 315 832 | 82 865 | 0,10% | Akcje |
| Squarepoint Ops LLC | $19 142 638 | 82 122 | 0,10% | Akcje |
Insiderzy spółki 51 insiderów · 21 dyrektorzy generalni · 26 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Laura Alber | PRESIDENT & CEO | 15 lipca 2026 S | 888 524 | 0 | 32 | $-51 520 994 |
| Marta Benson | CEO POTTERY BARN BRANDS | 16 kwietnia 2024 M | 84 456 | 0 | 0 | $0 |
| Howard Lester | CHAIRMAN & CEO | 26 maja 2010 A | 2 053 139 | 0 | 0 | $0 |
| Jeffrey Howie | EVP CHIEF FINANCIAL OFFICER | 8 kwietnia 2026 S | 34 138 | 0 | 16 | $-6 798 268 |
| Julie Patenaude | EVP CHIEF FINANCIAL OFFICER | 29 lipca 2022 S | 96 239 | 0 | 0 | $0 |
| Monica Bhargava | PRESIDENT POTTERY BARN BRAND | 4 kwietnia 2026 M | 55 244 | 0 | 0 | $0 |
| Ryan Ross | PRESIDENT WS BRAND | 10 lipca 2022 M | 22 336 | 0 | 0 | $0 |
| Alex Bellos | PRESIDENT WEST ELM BRAND | 18 kwietnia 2022 M | 41 050 | 0 | 0 | $0 |
| Janet Hayes | PRESIDENT WS BRAND | 1 maja 2019 M | 85 399 | 0 | 0 | $0 |
| James W. Brett Jr. | PRESIDENT WEST ELM BRAND | 1 maja 2017 A | 40 902 | 0 | 0 | $0 |
| Sandra Stangl | PRESIDENT POTTERY BARN BRANDS | 31 maja 2016 S | 41 481 | 0 | 0 | $0 |
| Richard A. Harvey | PRESIDENT WS BRAND | 20 listopada 2012 S | 0 | 0 | 0 | $0 |
| COWELL PAT | PRESIDENT WS BRAND | 29 marca 2005 M | 0 | 0 | 0 | $0 |
| Vivian Stephenson | COO | 22 listopada 2005 M | 0 | 0 | 0 | $0 |
| Jeremy Brooks | CHIEF ACCOUNTING OFFICER | 4 kwietnia 2026 M | 10 960 | 0 | 0 | $0 |
| David Randolph King | EVP GENERAL COUNSEL | 4 kwietnia 2026 M | 116 083 | 0 | 1 | $-3 563 000 |
| Pat Connolly | EVP | 26 kwietnia 2016 M | 480 914 | 0 | 0 | $0 |
| Seth Jaffe | SVP - GENERAL COUNSEL | 10 kwietnia 2011 M | 9 243 | 0 | 0 | $0 |
| David Demattei | PRES WS WSH WE BRANDS | 7 listopada 2008 A | 1 794 | 0 | 0 | $0 |
| Dean Miller | EVP CSCO | 30 marca 2007 M | 0 | 0 | 0 | $0 |
| Donna Isralsky | SVP, PRODUCT SUPPLY CHAIN & | 30 czerwca 2004 A | 4 034 | 0 | 0 | $0 |
| SCOTT ARNOLD DAHNKE | Dyrektor | 18 czerwca 2026 A | 40 000 | 0 | 0 | $0 |
| Anne A. Finucane | Dyrektor | 18 czerwca 2026 M | 10 198 | 0 | 0 | $0 |
| Frits D Van Paasschen | Dyrektor | 18 czerwca 2026 A | 33 185 | 0 | 0 | $0 |
| Paula B Pretlow | Dyrektor | 28 maja 2024 M | 4 257 | 0 | 0 | $0 |
| Sabrina Simmons | Dyrektor | 31 maja 2022 M | 7 708 | 0 | 0 | $0 |
| Anne M Mulcahy | Dyrektor | 31 maja 2022 M | 7 972 | 0 | 0 | $0 |
| Grace Puma Whiteford | Dyrektor | 2 czerwca 2020 M | 2 775 | 0 | 0 | $0 |
| Adrian D P Bellamy | Dyrektor | 2 czerwca 2020 M | 79 434 | 0 | 0 | $0 |
| Robert Lord | Dyrektor | 16 grudnia 2019 M | 6 489 | 0 | 0 | $0 |
| Christiana Smith Shi | Dyrektor | 5 czerwca 2019 A | 6 431 | 0 | 0 | $0 |
| Anthony Greener | Dyrektor | 30 maja 2019 M | 35 328 | 0 | 0 | $0 |
| Jerry D Stritzke | Dyrektor | 30 maja 2018 A | 6 576 | 0 | 0 | $0 |
| Rose Marie Bravo | Dyrektor | 29 maja 2018 M | 15 524 | 0 | 0 | $0 |
| Lorraine Twohill | Dyrektor | 30 maja 2017 M | 14 316 | 0 | 0 | $0 |
| Ted W Hall | Dyrektor | 30 maja 2017 M | 19 314 | 0 | 0 | $0 |
| Adrian T Dillon | Dyrektor | 30 maja 2017 M | 78 658 | 0 | 0 | $0 |
| Mary Ann Casati | Dyrektor | 28 maja 2014 M | 6 950 | 0 | 0 | $0 |
| Sharon Mccollam | Dyrektor | 15 marca 2012 M | 8 796 | 0 | 0 | $0 |
| Dick Robertson | Dyrektor | 24 maja 2011 M | 3 173 | 0 | 0 | $0 |
| David B Zenoff | Dyrektor | 26 maja 2010 A | 11 000 | 0 | 0 | $0 |
| Edward A Mueller | Dyrektor | 30 marca 2007 M | 0 | 0 | 0 | $0 |
| Jeanne P Jackson | Dyrektor | 23 maja 2006 A | — | 0 | 0 | $0 |
| Sanjiv Ahuja | Dyrektor | 23 maja 2006 A | — | 0 | 0 | $0 |
| Karalyn Yearout | — | 7 sierpnia 2026 S | 20 195 | 0 | 8 | $-2 028 190 |
| Esi Eggleston Bracey | — | 3 sierpnia 2026 A | 10 875 | 0 | 0 | $0 |
| Arianna Huffington | — | 3 sierpnia 2026 A | 3 254 | 0 | 0 | $0 |
| Andrew Campion | — | 3 sierpnia 2026 A | 2 655 | 0 | 0 | $0 |
| William J Ready | — | 3 sierpnia 2026 A | 19 210 | 0 | 0 | $0 |
| Mike Lynch | — | 28 maja 2015 M | 16 190 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 196 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 |
|---|---|---|---|---|
| EBIZ · Global X Funds | 4,17% | 6 722 NS | 30 kwietnia 2026 | N-PORT |
| ZIG · ETF Series Solutions | 3,21% | 5 800 NS | 30 kwietnia 2026 | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 2,51% | 12 584 SH | 20 sierpnia 2026 | Dziennie |
| RSPD · Invesco Exchange-Traded Fund Trust | 2,35% | 31 106 SH | 20 sierpnia 2026 | Dziennie |
| VERS · ProShares Trust | 2,07% | 738 NS | 31 maja 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1,76% | 298 947 NS | 30 kwietnia 2026 | N-PORT |
| LCLG · Advisors Series Trust | 1,75% | 9 776 NS | 30 kwietnia 2026 | N-PORT |
| MILN · Global X Funds | 1,44% | 6 873 NS | 31 maja 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 1,19% | 1 881 NS | 31 maja 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 1,01% | 39 366 SH | 20 sierpnia 2026 | Dziennie |
| HOMZ · ETF Series Solutions | 0,95% | 1 585 NS | 31 maja 2026 | N-PORT |
| ROE · EA Series Trust | 0,94% | 11 988 NS | 29 maja 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,79% | 36 285 NS | 30 kwietnia 2026 | N-PORT |
| AMOM · Exchange Listed Funds Trust | 0,78% | 1 321 NS | 30 kwietnia 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,75% | 640 NS | 30 kwietnia 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0,75% | 9 739 NS | 30 kwietnia 2026 | N-PORT |
| QUAL · iShares Trust | 0,72% | 1 419 406 SH | 20 sierpnia 2026 | Dziennie |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,71% | 21 636 NS | 31 maja 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0,68% | 51 550 NS | 30 kwietnia 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,58% | 1 714 229 SH | 19 sierpnia 2026 | Dziennie |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,52% | 7 656 NS | 30 kwietnia 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0,51% | 58 280 NS | 30 kwietnia 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,48% | 141 345 SH | 19 sierpnia 2026 | Dziennie |
| IYC · iShares Trust | 0,46% | 23 305 SH | 20 sierpnia 2026 | Dziennie |
| SZNE · Pacer Funds Trust | 0,45% | 333 NS | 30 kwietnia 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,45% | 9 188 SH | 19 sierpnia 2026 | Dziennie |
| QDF · FlexShares Trust | 0,45% | 52 470 NS | 30 kwietnia 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,44% | 280 437 NS | 31 maja 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,44% | 1 915 NS | 30 kwietnia 2026 | N-PORT |
| LGDX · Tidal Trust III | 0,43% | 3 297 NS | 30 kwietnia 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,43% | 48 330 NS | 30 kwietnia 2026 | N-PORT |
| RXI · iShares Trust | 0,43% | 4 839 SH | 20 sierpnia 2026 | Dziennie |
| SUSA · iShares Trust | 0,43% | 73 345 SH | 20 sierpnia 2026 | Dziennie |
| LRGF · iShares Trust | 0,42% | 64 031 SH | 20 sierpnia 2026 | Dziennie |
| GXPD · Global X Funds | 0,38% | 914 NS | 31 maja 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,35% | 915 NS | 30 kwietnia 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,35% | 355 752 NS | 30 kwietnia 2026 | N-PORT |
| UCC · ProShares Trust | 0,35% | 201 NS | 31 maja 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,35% | 34 138 NS | 30 kwietnia 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,35% | 1 453 NS | 31 maja 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,35% | 8 441 NS | 30 kwietnia 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,35% | 24 754 NS | 30 kwietnia 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,35% | 8 319 NS | 30 kwietnia 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,33% | 2 700 472 SH | 19 sierpnia 2026 | Dziennie |
| WANT · Direxion Shares ETF Trust | 0,32% | 367 NS | 30 kwietnia 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0,32% | 202 672 NS | 30 kwietnia 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,32% | 2 526 NS | 31 maja 2026 | N-PORT |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0,30% | 243 471 SH | 20 sierpnia 2026 | Dziennie |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,29% | 5 847 NS | 31 maja 2026 | N-PORT |
| QLC · FlexShares Trust | 0,26% | 13 020 NS | 30 kwietnia 2026 | N-PORT |