AMG Affiliated Managers Group, Inc. Common Stock
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Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.
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Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.
AMG operates as a strategic partner to independent investment management firms globally, with equity stakes in a number of partner-owned traditional investment managers, hedge funds, and specialized private equity firms which it calls “Affiliates.” The company has principal offices in West Palm Beach, Florida; Prides Crossing, Massachusetts; Stamford, Connecticut; and London, United Kingdom. The company was founded in December 1993 by William J. Nutt in Boston, Massachusetts, as a privately owned company with initial backing from TA Associates; Its initial public offering on the New York Stock Exchange occurred in November 1997. Today, AMG's Affiliates manage $651 billion in assets in aggregate.
AMG's strategy is to generate value by investing in an array of independent firms and supporting their long-term growth, through an approach in which significant equity ownership is retained by the management partners of each Affiliate, and each Affiliate operates and invests autonomously from AMG and from other Affiliates. The Affiliate principals’ ‘skin in the game’ incentivizes them to maximize long-term value creation, and their retained investment independence preserves the entrepreneurial cultures of each Affiliate firm.
## History
In 1993, AMG was founded by William Nutt.
In 1997, AMG invested in Tweedy, Browne and completed its initial public offering, listing on the New York Stock Exchange.
In 2004, AMG established a U.S. retail platform which would enable its Affiliates to manufacture, market, and distribute products to the U.S. wealth marketplace. AMG also made a minority investment in AQR, a quantitative investment manager and hedge fund firm, its first investment in an alternative investment firm, and its first minority investment.
In 2005, Sean M. Healey was named chief executive officer.
In 2007, AMG opened its first non-U.S. institutional distribution office in Sydney, Australia, to provide sales and marketing services to institutional clients in Australia and New Zealand. Today, AMG operates distribution capabilities serving the Asia, Australia, Europe / U.K., and Middle East marketplaces.
In 2009, AMG announced investments in Harding Loevner and Gannett Welsh & Kotler.
In 2010, AMG acquired a majority stake in Pantheon Ventures. The private equity company was AMG's largest investment to date. AMG also invested in Artemis Investment Management.
In 2016, AMG made an investment in leading technology-driven liquid alternative firm Systematica Investments.
In 2018, after being diagnosed with ALS, Sean Healey stepped down from his position as chief executive officer. He died in May 2020. Nathaniel Dalton, previously president and chief operating officer, succeeded him.
In 2019, Jay Horgen succeeded Dalton as president and chief executive officer. Horgen joined AMG in 2007 and previously served as chief financial officer, as well as executive vice president, focusing on investments in new AMG Affiliates.
In 2021, AMG invested in four companies, including Parnassus Investments, the largest ESG-dedicated fund manager in the U.S.
In 2022, AMG increased its investment in Systematica Investments, a quantitative and systematic investment firm.
Other Information
AMG is known for its research, on independent firms’ advantages in consistently generating excess returns.
The company is also known for its commitment to corporate citizenship and community engagement. AMG was a founding donor to the Sean M. Healey and AMG Center for ALS at Massachusetts General Hospital, and continues to support the Center with fundraising and charitable events.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
AMG Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
AMG Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor |
|---|---|
| 10 de Agosto de 2026 | $0,0100 |
| 11 de Maio de 2026 | $0,0100 |
| 23 de Fevereiro de 2026 | $0,0100 |
| 13 de Novembro de 2025 | $0,0100 |
| 11 de Agosto de 2025 | $0,0100 |
| 19 de Maio de 2025 | $0,0100 |
| 18 de Fevereiro de 2025 | $0,0100 |
| 14 de Novembro de 2024 | $0,0100 |
| 8 de Agosto de 2024 | $0,0100 |
| 15 de Maio de 2024 | $0,0100 |
| 14 de Fevereiro de 2024 | $0,0100 |
| 15 de Novembro de 2023 | $0,0100 |
| 4 de Agosto de 2023 | $0,0100 |
| 10 de Maio de 2023 | $0,0100 |
| 15 de Fevereiro de 2023 | $0,0100 |
| 16 de Novembro de 2022 | $0,0100 |
| 10 de Agosto de 2022 | $0,0100 |
| 11 de Maio de 2022 | $0,0100 |
| 16 de Fevereiro de 2022 | $0,0100 |
| 9 de Novembro de 2021 | $0,0100 |
AMG Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 4 40,0%
- Compra 5 50,0%
- Manter 1 10,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
7 analistas · 2026-08-13Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $8.29 | $8.00 | 0.29% |
| 31 de Março de 2026 | $8.23 | $8.15 | 0.08% |
| 31 de Dezembro de 2025 | $9.48 | $8.93 | 0.56% |
| 30 de Setembro de 2025 | $6.10 | $5.95 | 0.15% |
| 30 de Junho de 2025 | $5.39 | $5.34 | 0.05% |
| 31 de Março de 2025 | $5.20 | $5.15 | 0.05% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | — |
| PS | — | — | — | — | — | — |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | — |
| ARCC | — | 10.9 | — | — | — | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
| STEP | — | -7.0 | 69.7% | -26.9% | 457.6% | — |
| BXSL | $6.11B | 10.7 | — | — | 9.0% | — |
| HLNE | — | — | 6.5% | 32.8% | 30.5% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 13
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.07B | $2.04B | $2.06B | $2.33B | $2.41B | $2.03B | $2.24B | $2.38B | $2.31B | $2.19B | |
| SG&A Expense | $409M | $376M | $358M | $386M | $347M | $321M | $377M | $418M | $373M | $398M | |
| Operating Expenses | $1.81B | $1.51B | $1.50B | $1.67B | $1.63B | $1.51B | $1.62B | $1.69B | $1.60B | $1.60B | |
| Operating Income | · | · | · | · | · | · | · | · | $1.11B | $1.03B | |
| Interest Expense | · | · | $124M | $114M | $111M | $92M | $76M | $81M | $88M | $92M | |
| Other Non-op | · | · | · | · | · | · | · | · | $-41M | $-60M | |
| Pretax Income | $1.19B | $923M | $1.09B | $1.75B | $1.14B | $508M | $308M | $714M | $1.07B | $975M | |
| Income Tax | $282M | $183M | $185M | $358M | $251M | $81M | $3M | $181M | $58M | $236M | |
| Net Income | $717M | $512M | $673M | $1.15B | $566M | $202M | $16M | $244M | $690M | $473M | |
| EPS (Basic) | $25.18 | $16.45 | $19.18 | $29.77 | $13.65 | $4.34 | $0.31 | $4.55 | $12.30 | $8.73 | |
| EPS (Diluted) | $22.74 | $15.13 | $17.42 | $25.35 | $13.05 | $4.33 | $0.31 | $4.52 | $12.03 | $8.57 | |
| Shares (Basic) | 28,500,000 | 31,100,000 | 35,100,000 | 38,500,000 | 41,500,000 | 46,500,000 | 50,500,000 | 53,600,000 | 56,000,000 | 54,200,000 | |
| Shares (Diluted) | 33,000,000 | 36,100,000 | 42,200,000 | 49,000,000 | 44,800,000 | 46,700,000 | 50,600,000 | 53,800,000 | 58,600,000 | 57,000,000 |
Balanço Patrimonial 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $586M | $950M | $814M | $429M | $908M | $1.04B | $540M | $566M | $440M | $431M | |
| PP&E (Net) | $54M | $58M | $67M | $68M | $74M | $80M | $92M | $104M | $111M | $110M | |
| PP&E (Gross) | $213M | $214M | $213M | $230M | $239M | $255M | $251M | $251M | $247M | $234M | |
| Accum. Depreciation | $159M | $156M | $146M | $161M | $165M | $176M | $159M | $146M | $136M | $124M | |
| Goodwill | $2.53B | $2.50B | $2.52B | $2.65B | $2.69B | $2.66B | $2.65B | $2.63B | $2.66B | $2.63B | |
| Intangibles | $1.64B | $1.78B | $1.81B | $1.88B | $1.97B | $1.05B | $1.18B | $1.31B | $1.45B | $1.50B | |
| Total Assets | $9.21B | $8.83B | $9.06B | $8.88B | $8.88B | $7.89B | $7.65B | $8.22B | $8.70B | $8.75B | |
| Deferred Tax | $533M | $520M | $464M | $465M | $503M | $423M | $450M | $512M | $467M | · | |
| Total Liabilities | $4.79B | $4.18B | $4.10B | $4.24B | $4.49B | $3.90B | $3.24B | $3.25B | $3.31B | $3.65B | |
| Long-term Debt | $2.69B | $2.62B | $2.54B | $2.54B | $2.49B | $2.31B | $1.79B | $1.83B | $809M | $869M | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | |
| Retained Earnings | $7.62B | $6.90B | $6.39B | $5.72B | $4.57B | $4.01B | $3.82B | $3.88B | $3.70B | $3.05B | |
| Treasury Stock | $4.89B | $4.12B | $3.38B | $2.98B | $2.35B | $1.86B | $1.48B | $1.15B | $664M | $386M | |
| Stockholders' Equity | $3.24B | $3.35B | $3.59B | $3.23B | $2.79B | $2.78B | $2.94B | $3.46B | $3.82B | $3.62B | |
| Liabilities + Equity | $9.21B | $8.83B | $9.06B | $8.88B | $8.88B | $7.89B | $7.65B | $8.22B | $8.70B | $8.75B | |
| Shares Outstanding | · | · | · | · | · | 58,500,000 | 58,500,000 | 58,500,000 | 58,500,000 | 58,500,000 |
Fluxo de Caixa 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | $112M | $112M | $114M | $127M | $119M | $90M | · | · | · | |
| Deferred Tax | $84M | $61M | $31M | $32M | $91M | $27M | $-56M | $52M | $-124M | $59M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | $110M | |
| Operating Cash Flow | $973M | $932M | $874M | $1.05B | $1.26B | $1.01B | $929M | $1.14B | $1.17B | $1.05B | |
| CapEx | $6M | $3M | $12M | $11M | $8M | $8M | $10M | $19M | $18M | $20M | |
| Investing Cash Flow | $-206M | $379M | $264M | $-110M | $-584M | $-54M | $-24M | $-18M | $14M | $-1.33B | |
| Debt Issued | $899M | $848M | $25M | $0 | $200M | $875M | $471M | $1.15B | $545M | $1.35B | |
| Net Debt Issued | $73M | $98M | $0 | $-61M | $167M | $525M | $-39M | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $10M | $42M | $466M | |
| Stock Repurchased | $706M | $710M | $342M | $714M | $595M | $335M | $356M | $496M | $351M | $33M | |
| Net Stock Activity | $-706M | $-710M | $-342M | $-714M | $-595M | $-335M | $-356M | · | · | · | |
| Dividends Paid | $1M | $1M | $2M | $2M | $2M | $17M | $65M | $64M | $45M | $0 | |
| Financing Cash Flow | $-1.15B | $-1.18B | $-758M | $-1.40B | $-798M | $-455M | $-935M | $-983M | $-1.19B | $201M | |
| Net Change in Cash | $-370M | $131M | $387M | $-481M | $-124M | $502M | $-21M | $129M | $9M | $-131M | |
| Taxes Paid | $111M | $142M | $314M | $120M | $87M | $-12M | $103M | $160M | $165M | $152M | |
| Free Cash Flow | $967M | $929M | $862M | $1.04B | $1.25B | $1.00B | $920M | · | · | · | |
| Levered FCF | · | · | $759M | $952M | $1.16B | $923M | $844M | · | · | · |
Lucratividade 4
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 34.5% | 25.1% | 32.7% | 49.2% | 23.4% | 10.0% | 0.70% | · | · | · | |
| Pretax Margin | 57.2% | 45.2% | 53.0% | 75.0% | 47.3% | 25.1% | 13.8% | · | · | · | |
| ROA | 8.0% | 5.7% | 7.5% | 12.9% | 6.8% | 2.6% | 0.20% | · | · | · | |
| ROE | 21.8% | 14.8% | 19.7% | 38.1% | 20.3% | 7.1% | 0.49% | · | · | · |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | · | · | · |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.6% | -0.82% | -11.7% | -3.4% | 19.0% | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.8% | -5.4% | 0.50% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.46% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 50.3% | -13.2% | -31.3% | 94.2% | 201.4% | · | · | · | · | · | |
| EPS CAGR 3Y | -3.6% | 5.1% | 59.1% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 39.3% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 40.1% | -24.0% | -41.3% | 102.6% | 179.8% | · | · | · | · | · | |
| Net Income CAGR 3Y | -14.5% | -3.3% | 49.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 28.8% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -43.1% | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 12
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.07B | $2.04B | $2.06B | $2.33B | $2.41B | $2.03B | $2.24B | $2.38B | $2.31B | $2.19B | |
| Net Income TTM | $717M | $512M | $673M | $1.15B | $566M | $202M | $16M | $244M | $690M | $473M | |
| Market Cap | · | · | · | · | · | $5.95B | $4.96B | · | · | · | |
| P/E | 12.7 | 12.2 | 8.7 | 6.2 | 12.6 | 23.5 | 273.4 | 21.6 | 17.1 | 17.0 | |
| P/S | · | · | · | · | · | 2.9 | 2.2 | · | · | · | |
| P/B | · | · | · | · | · | 2.1 | 1.7 | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 5.9 | 5.3 | · | · | · | |
| P / FCF | · | · | · | · | · | 5.9 | 5.4 | · | · | · | |
| Dividend Yield | · | · | · | · | · | 0.28% | 1.3% | · | · | · | |
| Earnings Yield | 7.9% | 8.2% | 11.5% | 16.0% | 7.9% | 4.3% | 0.37% | 4.6% | 5.9% | 5.9% | |
| Payout Ratio | 0.14% | 0.27% | 0.22% | 0.14% | 0.30% | 8.3% | 415.9% | · | · | · | |
| Annual Payout | $1M | $1M | $2M | $2M | $2M | $17M | $65M | $64M | $45M | $0 |
Demonstração de Resultados 11
| Métrica | Tendência | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $557M | $528M | $493M | $497M | $524M | $516M | $500M | $500M | $503M | $525M | $512M | $517M | $540M | $579M | $604M | $607M | |
| SG&A Expense | $118M | $100M | $96M | $95M | $98M | $97M | $89M | $92M | $85M | $91M | $85M | $97M | $110M | $93M | $93M | $89M | |
| Operating Expenses | $527M | $409M | $413M | $457M | $392M | $375M | $359M | $381M | $384M | $357M | $375M | $380M | $452M | $425M | $401M | $395M | |
| Interest Expense | · | · | · | · | · | · | · | $30M | · | $31M | $31M | $30M | · | $28M | $27M | $29M | |
| Pretax Income | $526M | $362M | $172M | $127M | $274M | $217M | $178M | $254M | $274M | $364M | $220M | $234M | $1.06B | $201M | $212M | $274M | |
| Income Tax | $148M | $72M | $36M | $27M | $53M | $31M | $43M | $55M | $30M | $78M | $33M | $45M | $228M | $37M | $38M | $56M | |
| Net Income | $348M | $212M | $84M | $72M | $162M | $124M | $76M | $150M | $196M | $217M | $125M | $134M | $778M | $113M | $109M | $146M | |
| EPS (Basic) | $12.27 | $7.47 | $2.96 | $2.48 | $5.36 | $4.11 | $2.42 | $4.56 | $5.73 | $6.22 | $3.49 | $3.74 | $20.31 | $2.95 | $2.83 | $3.68 | |
| EPS (Diluted) | $10.87 | $6.87 | $2.80 | $2.20 | $4.95 | $3.78 | $2.26 | $4.14 | $5.22 | $5.48 | $3.25 | $3.47 | $16.43 | $2.80 | $2.68 | $3.44 | |
| Shares (Basic) | -57,600,000 | 28,400,000 | 28,500,000 | 29,200,000 | -63,300,000 | 30,100,000 | 31,500,000 | 32,800,000 | -71,600,000 | 34,900,000 | 35,900,000 | 35,900,000 | -78,100,000 | 38,200,000 | 38,700,000 | 39,700,000 | |
| Shares (Diluted) | -63,900,000 | 32,900,000 | 31,400,000 | 32,600,000 | -74,300,000 | 35,000,000 | 35,300,000 | 40,100,000 | -83,200,000 | 43,400,000 | 42,100,000 | 39,900,000 | -85,900,000 | 43,500,000 | 44,500,000 | 46,900,000 |
Balanço Patrimonial 15
| Métrica | Tendência | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $586M | $476M | $361M | $816M | $950M | $1.01B | $866M | $793M | · | $999M | $786M | $833M | · | $623M | $607M | $501M | |
| PP&E (Net) | $54M | $55M | $57M | $57M | $58M | $61M | $63M | $66M | · | $64M | $66M | $67M | · | $70M | $71M | $74M | |
| PP&E (Gross) | $213M | · | · | · | $214M | · | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $159M | · | · | · | $156M | · | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.53B | $2.53B | $2.54B | $2.51B | $2.50B | $2.53B | $2.52B | $2.52B | $2.52B | $2.51B | $2.66B | $2.65B | $2.65B | $2.63B | $2.66B | $2.68B | |
| Intangibles | $1.64B | $1.70B | $1.72B | $1.70B | $1.78B | $1.81B | $1.80B | $1.80B | · | $1.81B | $1.86B | $1.87B | · | $1.86B | $1.91B | $1.94B | |
| Total Assets | $9.21B | $8.93B | $8.81B | $8.71B | $8.83B | $8.90B | $8.85B | $9.02B | · | $9.00B | $8.97B | $8.90B | · | $8.43B | $8.47B | $8.57B | |
| Deferred Tax | $533M | $542M | $544M | $520M | $520M | $522M | $499M | $488M | · | $452M | $488M | $476M | · | $492M | $494M | $486M | |
| Total Liabilities | $4.79B | $4.39B | $4.33B | $4.25B | $4.18B | $4.23B | $4.19B | $4.11B | · | $4.11B | $4.10B | $4.14B | · | $4.29B | $4.28B | $4.34B | |
| Long-term Debt | $2.69B | $2.37B | $2.62B | $2.62B | $2.62B | $2.62B | $2.53B | $2.52B | · | $2.54B | $2.54B | $2.54B | · | $2.53B | $2.53B | $2.58B | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | · | $600.0K | $600.0K | $600.0K | · | $600.0K | $600.0K | $600.0K | |
| Retained Earnings | $7.62B | $7.27B | $7.06B | $6.97B | $6.90B | $6.74B | $6.61B | $6.54B | · | $6.19B | $5.98B | $5.85B | · | $4.94B | $4.83B | $4.72B | |
| Treasury Stock | $4.89B | $4.53B | $4.39B | $4.28B | $4.12B | $3.99B | $3.83B | $3.50B | · | $3.24B | $3.07B | $2.97B | · | $2.67B | $2.59B | $2.52B | |
| Stockholders' Equity | $3.24B | $3.34B | $3.24B | $3.19B | $3.35B | $3.32B | $3.33B | $3.59B | · | $3.50B | $3.40B | $3.27B | · | $2.77B | $2.74B | $2.67B | |
| Liabilities + Equity | $9.21B | $8.93B | $8.81B | $8.71B | $8.83B | $8.90B | $8.85B | $9.02B | · | $9.00B | $8.97B | $8.90B | · | $8.43B | $8.47B | $8.57B |
Fluxo de Caixa 14
| Métrica | Tendência | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | $56M | $69M | $24M | · | $22M | $28M | $39M | · | $26M | $32M | $25M | $33M | $24M | $26M | $31M | |
| Deferred Tax | $40M | $17M | $19M | $8M | $1M | $19M | $17M | $24M | $18M | $-11M | $13M | $11M | $-16M | $17M | $11M | $20M | |
| Operating Cash Flow | $256M | $277M | $231M | $209M | $212M | $265M | $245M | $209M | $255M | $294M | $91M | $235M | $257M | $291M | $362M | $145M | |
| CapEx | $2M | $1M | $1M | $2M | $1M | $700.0K | $600.0K | $1M | $6M | $3M | $2M | $2M | $2M | $3M | $2M | $4M | |
| Investing Cash Flow | $52M | $271M | $-494M | $-36M | $8M | $56M | $240M | $74M | $-213M | $187M | $3M | $288M | $157M | $-95M | $-15M | $-157M | |
| Debt Issued | $799M | $100M | $0 | $0 | $0 | $398M | $0 | $450M | $0 | $0 | $0 | $25M | $0 | $0 | $0 | $0 | |
| Net Debt Issued | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | · | · | $-16M | |
| Stock Repurchased | $353M | $76M | $101M | $176M | $120M | $105M | $332M | $152M | $128M | $169M | $44M | $0 | $361M | $73M | $79M | $201M | |
| Net Stock Activity | · | · | · | $-176M | · | · | · | $-152M | · | · | · | $0 | · | · | · | $-201M | |
| Dividends Paid | $200.0K | $300.0K | $200.0K | $300.0K | $400.0K | $300.0K | $400.0K | $300.0K | $300.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | |
| Financing Cash Flow | $-200M | $-430M | $-202M | $-317M | $-272M | $-188M | $-414M | $-302M | $-234M | $-259M | $-148M | $-117M | $-624M | $-163M | $-227M | $-389M | |
| Net Change in Cash | $110M | $115M | $-456M | $-140M | $-61M | $140M | $72M | $-20M | $-186M | $216M | $-51M | $408M | $-195M | $16M | $106M | $-408M | |
| Free Cash Flow | · | · | · | $207M | · | · | · | $208M | · | · | · | $233M | · | · | · | $141M | |
| Levered FCF | · | · | · | · | · | · | · | $185M | · | · | · | $208M | · | · | · | $118M |
Lucratividade 4
| Métrica | Tendência | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 40.2% | 17.1% | 14.6% | · | 23.9% | 15.2% | 30.0% | · | 41.3% | 24.4% | 26.0% | · | 19.5% | 18.1% | 24.0% | |
| Pretax Margin | · | 68.7% | 34.8% | 25.5% | · | 42.0% | 35.6% | 50.8% | · | 69.2% | 43.0% | 45.1% | · | 34.8% | 35.1% | 45.2% | |
| ROA | · | 2.4% | 0.96% | 0.82% | · | 1.4% | 0.85% | 1.7% | · | 2.5% | 1.4% | 1.5% | · | 1.4% | 1.3% | 1.8% | |
| ROE | · | 6.4% | 2.6% | 2.1% | · | 3.6% | 2.3% | 4.4% | · | 6.9% | 4.1% | 4.5% | · | 4.2% | 4.1% | 5.5% |
Eficiência 1
| Métrica | Tendência | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 |
Avaliação (TTM) 5
| Métrica | Tendência | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $2.03B | $2.01B | $2.01B | · | $2.04B | $2.04B | $2.06B | · | $2.13B | $2.21B | $2.31B | · | $2.37B | $2.37B | $2.33B | |
| Net Income TTM | · | $493M | $356M | $422M | · | $566M | $568M | $627M | · | $589M | $482M | $502M | · | $496M | $493M | $533M | |
| P/E | · | 15.2 | 17.8 | 13.6 | · | 11.4 | 10.3 | 10.2 | · | 8.7 | 12.3 | 11.5 | · | 9.4 | 10.0 | 11.4 | |
| Earnings Yield | · | 6.6% | 5.6% | 7.4% | · | 8.8% | 9.7% | 9.8% | · | 11.5% | 8.1% | 8.7% | · | 10.7% | 10.0% | 8.8% | |
| Payout Ratio | · | · | · | 0.41% | · | · | · | 0.20% | · | · | · | 0.30% | · | · | · | 0.27% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $2.07B | $2.04B | $2.06B | $2.33B | $2.41B |
| Lucro líquido | $717M | $512M | $673M | $1.15B | $566M |
| EPS Diluído | $22.74 | $15.13 | $17.42 | $25.35 | $13.05 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $967M | $929M | $862M | $1.04B | $1.25B |
Últimas notícias Notícias recentes mencionando esta empresa
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Investidores institucionais (13F) 605 declarantes · $5.6B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 84 (-13 vs trimestre anterior) | 51 (+8 vs trimestre anterior) | 159 (-59 vs trimestre anterior) | 204 (+76 vs trimestre anterior) | +3.9M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $470.997.302 | 1.391.836 | 8,37% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $389.527.164 | 1.151.085 | 6,92% | Ações |
| MORGAN STANLEY | $362.151.822 | 1.070.188 | 6,44% | Ações |
| Boston Partners | $308.058.732 | 910.096 | 5,48% | Ações |
| STATE STREET CORP | $298.916.503 | 883.323 | 5,31% | Ações |
| MILLENNIUM MANAGEMENT LLC | $296.139.254 | 875.116 | 5,26% | Ações |
| FULLER & THALER ASSET MANAGEMENT, INC. | $290.264.589 | 857.756 | 5,16% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $194.744.898 | 575.489 | 3,46% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $164.660.088 | 486.458 | 2,93% | Ações |
| LYRICAL ASSET MANAGEMENT LP | $160.024.622 | 472.886 | 2,84% | Ações |
| NORGES BANK | $122.322.463 | 361.473 | 2,17% | Ações |
| Allianz Asset Management GmbH | $110.521.778 | 326.601 | 1,96% | Ações |
| Channing Capital Management, LLC | $102.370.738 | 302.514 | 1,82% | Ações |
| Qube Research & Technologies Ltd | $90.940.601 | 268.737 | 1,62% | Ações |
| Fisher Asset Management, LLC | $83.403.362 | 246.463 | 1,48% | Ações |
| Clarkston Capital Partners, LLC | $77.386.327 | 228.683 | 1,38% | Ações |
| BRUNI J V & CO /CO | $71.095.810 | 210.094 | 1,26% | Ações |
| BANK OF AMERICA CORP /DE/ | $68.930.726 | 203.696 | 1,23% | Ações |
| CITADEL ADVISORS LLC | $63.765.050 | 188.431 | 1,13% | Ações |
| Kiltearn Partners LLP | $62.463.902 | 184.586 | 1,11% | Ações |
| Caisse de depot et placement du Quebec | $61.602.674 | 182.041 | 1,10% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $56.120.933 | 165.842 | 1,00% | Ações |
| ALLIANCEBERNSTEIN L.P. | $52.500.781 | 189.739 | 0,93% | Ações |
| RAYMOND JAMES FINANCIAL INC | $51.464.242 | 152.081 | 0,91% | Ações |
| BlackRock, Inc. | $50.220.590 | 148.406 | 0,89% | Ações |
| GOLDMAN SACHS GROUP INC | $48.795.588 | 144.195 | 0,87% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $39.741.696 | 117.440 | 0,71% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $39.308.000 | 116.158 | 0,70% | Ações |
| Quantinno Capital Management LP | $36.796.654 | 108.737 | 0,65% | Ações |
| JANE STREET GROUP, LLC | $31.794.710 | 93.956 | 0,57% | Ações |
| LOOMIS SAYLES & CO L P | $31.183.151 | 92.149 | 0,55% | Ações |
| FIRST TRUST ADVISORS LP | $30.541.615 | 90.253 | 0,54% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $30.147.718 | 89.089 | 0,54% | Ações |
| Arbejdsmarkedets Tillaegspension | $29.995.776 | 88.640 | 0,53% | Ações |
| Polar Capital Holdings Plc | $28.885.486 | 85.359 | 0,51% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $26.120.420 | 77.188 | 0,46% | Ações |
| SEI INVESTMENTS CO | $25.676.100 | 75.875 | 0,46% | Ações |
| Retirement Systems of Alabama | $25.577.626 | 75.584 | 0,45% | Ações |
| RHUMBLINE ADVISERS | $24.452.752 | 72.260 | 0,43% | Ações |
| Zurich Insurance Group Ltd/FI | $24.135.365 | 71.322 | 0,43% | Ações |
| California Public Employees Retirement System | $23.374.303 | 69.073 | 0,42% | Ações |
| Capricorn Fund Managers Ltd | $23.364.828 | 69.045 | 0,42% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $20.196.389 | 59.682 | 0,36% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $20.016.413 | 59.150 | 0,36% | Ações |
| Wallace Capital Management Inc. | $19.740.377 | 58.334 | 0,35% | Ações |
| NORTH STAR ASSET MANAGEMENT INC | $19.421.850 | 70.191 | 0,35% | Ações |
| PRUDENTIAL FINANCIAL INC | $19.058.688 | 56.320 | 0,34% | Ações |
| ARIEL INVESTMENTS, LLC | $18.913.176 | 55.890 | 0,34% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $18.297.288 | 54.070 | 0,33% | Ações |
| Engineers Gate Manager LP | $17.549.762 | 51.861 | 0,31% | Ações |
| Swiss National Bank | $17.217.792 | 50.880 | 0,31% | Ações |
| STOREBRAND ASSET MANAGEMENT AS | $16.330.169 | 48.257 | 0,29% | Ações |
| Moran Wealth Management, LLC | $15.301.771 | 45.218 | 0,27% | Ações |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $14.973.185 | 44.247 | 0,27% | Ações |
| Brandywine Global Investment Management, LLC | $14.674.029 | 50.902 | 0,26% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14.501.454 | 42.853 | 0,26% | Ações |
| STRS OHIO | $14.308.229 | 42.282 | 0,25% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $13.965.430 | 41.269 | 0,25% | Ações |
| Robeco Institutional Asset Management B.V. | $13.529.571 | 39.981 | 0,24% | Ações |
| JANE STREET GROUP, LLC | $13.468.320 | 39.800 | 0,24% | Opção de venda |
| BNP PARIBAS FINANCIAL MARKETS | $12.643.978 | 37.364 | 0,22% | Ações |
| AMERIPRISE FINANCIAL INC | $12.392.885 | 36.622 | 0,22% | Ações |
| Calamos Advisors LLC | $11.989.512 | 35.430 | 0,21% | Ações |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11.675.138 | 34.501 | 0,21% | Ações |
| Goodman Financial Corp | $11.154.418 | 32.962 | 0,20% | Ações |
| ZACKS INVESTMENT MANAGEMENT | $10.868.054 | 32.115 | 0,19% | Ações |
| INTECH INVESTMENT MANAGEMENT LLC | $10.787.516 | 31.878 | 0,19% | Ações |
| FRANKLIN RESOURCES INC | $10.605.456 | 31.340 | 0,19% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $10.427.119 | 30.813 | 0,19% | Ações |
| PEAK6 LLC | $10.001.412 | 29.555 | 0,18% | Ações |
| NICOLA WEALTH MANAGEMENT LTD. | $9.813.600 | 29.000 | 0,17% | Ações |
| Livforsakringsbolaget Skandia, Omsesidigt | $9.670.665 | 34.950 | 0,17% | Ações |
| Illinois Municipal Retirement Fund | $9.420.718 | 27.839 | 0,17% | Ações |
| ASSETMARK, INC | $9.197.246 | 27.179 | 0,16% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9.090.148 | 32.852 | 0,16% | Ações |
| Schonfeld Strategic Advisors LLC | $9.039.678 | 26.713 | 0,16% | Ações |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $8.963.878 | 26.489 | 0,16% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.696.880 | 25.700 | 0,15% | Opção de compra |
| VANGUARD ASSET MANAGEMENT, Ltd | $8.563.550 | 25.306 | 0,15% | Ações |
| BARCLAYS PLC | $8.559.151 | 25.293 | 0,15% | Ações |
| Parallax Volatility Advisers, L.P. | $8.460.000 | 25.000 | 0,15% | Opção de compra |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.411.947 | 24.858 | 0,15% | Ações |
| Corient Private Wealth LP | $8.336.350 | 24.635 | 0,15% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8.095.754 | 23.640 | 0,14% | Ações |
| ALGERT GLOBAL LLC | $7.988.609 | 23.607 | 0,14% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.937.849 | 23.457 | 0,14% | Ações |
| UBS Group AG | $7.917.545 | 23.397 | 0,14% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $7.483.039 | 22.113 | 0,13% | Ações |
| Amplius Wealth Advisors, LLC | $7.365.614 | 21.766 | 0,13% | Ações |
| Horizon Investments, LLC | $6.980.309 | 20.628 | 0,12% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $6.854.630 | 20.256 | 0,12% | Ações |
| VAN ECK ASSOCIATES CORP | $6.852.600 | 20.250 | 0,12% | Ações |
| REINHART PARTNERS, LLC. | $6.652.137 | 19.657 | 0,12% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.621.708 | 23.931 | 0,12% | Ações |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6.608.952 | 19.530 | 0,12% | Ações |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $6.586.956 | 19.465 | 0,12% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6.228.590 | 18.406 | 0,11% | Ações |
| Poehling Capital Management, INC. | $6.107.105 | 18.047 | 0,11% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6.064.128 | 17.920 | 0,11% | Ações |
| Squarepoint Ops LLC | $5.970.053 | 17.642 | 0,11% | Ações |
Executivos da empresa 38 insiders · 14 diretores · 26 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Jay C. Horgen | President and CEO | 8 de Junho de 2026 M | 204.706 | 0 | 1 | $-5.919.725 |
| Dava Ritchea | Chief Financial Officer | 5 de Março de 2026 A | 309 | 0 | 0 | $0 |
| Darrell W Crate | Executive V.P. and CFO | 17 de Fevereiro de 2011 M | 3.111 | 0 | 0 | $0 |
| Thomas M Wojcik | President and COO | 5 de Março de 2026 M | 159.465 | 0 | 2 | $-5.986.880 |
| Kavita Padiyar | General Counsel & Corp. Sec. | 5 de Março de 2026 A | 42.672 | 0 | 1 | $-612.128 |
| Rizwan M Jamal | Head of Affiliate Investments | 16 de Outubro de 2024 G | 199.233 | 0 | 0 | $0 |
| John R Erickson | Head of Affiliate Engagement | 15 de Agosto de 2023 M | 58.054 | 0 | 0 | $0 |
| David M. Billings | General Counsel and Secretary | 15 de Novembro de 2022 M | 18.965 | 0 | 0 | $0 |
| Hugh Cutler | EVP, Global Distribution | 3 de Março de 2020 A | 2.224 | 0 | 0 | $0 |
| Sean M Healey | Executive Chairman | 3 de Março de 2020 A | 161.021 | 0 | 0 | $0 |
| Peter W Macewen | Chief Administrative Officer | 2 de Janeiro de 2018 F | 26.135 | 0 | 0 | $0 |
| Andrew Dyson | EVP(AMG Ltd.), Global Distrib. | 1 de Março de 2016 F | 18.131 | 0 | 0 | $0 |
| John Kingston III | Vice Chairman & Gen. Counsel | 8 de Maio de 2014 M | 15.325 | 0 | 0 | $0 |
| Seth W Brennan | Executive Vice President | 12 de Dezembro de 2006 A | 36.985 | 0 | 0 | $0 |
| Annette Franqui | Conselheiro | 1 de Junho de 2026 P | 1.962 | 1 | 0 | $228.660 |
| Rodriguez Felix V. Matos | Conselheiro | 8 de Maio de 2026 S | 4.369 | 0 | 1 | $-300.180 |
| Staley G. Cates | Conselheiro | 6 de Maio de 2026 P | 6.405 | 1 | 0 | $458.745 |
| David Christopher Ryan | Conselheiro | 6 de Maio de 2026 S | 1.092 | 0 | 1 | $-1.037.814 |
| Marcy Engel | Conselheiro | 5 de Março de 2026 A | — | 0 | 0 | $0 |
| Karen L. Alvingham | Conselheiro | 5 de Março de 2026 A | 13.043 | 0 | 0 | $0 |
| Tracy P. Palandjian | Conselheiro | 5 de Março de 2026 A | 15.254 | 0 | 0 | $0 |
| Loren M Starr | Conselheiro | 5 de Março de 2026 A | 1.937 | 0 | 0 | $0 |
| Dwight D. Churchill | Conselheiro | 15 de Agosto de 2025 M | 29.030 | 0 | 0 | $0 |
| Reuben Jeffery III | Conselheiro | 1 de Janeiro de 2025 M | 34.274 | 0 | 0 | $0 |
| Tracy A Atkinson | Conselheiro | 5 de Março de 2024 M | 4.020 | 0 | 0 | $0 |
| Glenn Earle | Conselheiro | 1 de Janeiro de 2021 M | 2.113 | 0 | 0 | $0 |
| Samuel T Byrne | Conselheiro | 28 de Julho de 2020 A | 28.092 | 0 | 0 | $0 |
| Patrick T Ryan | Conselheiro | 28 de Julho de 2020 A | 13.269 | 0 | 0 | $0 |
| Nathaniel Dalton | Conselheiro | 3 de Março de 2020 F | 206.589 | 0 | 0 | $0 |
| Niall Ferguson | Conselheiro | 4 de Fevereiro de 2020 A | — | 0 | 0 | $0 |
| Jide James Zeitlin | Conselheiro | 4 de Fevereiro de 2020 A | 21.274 | 0 | 0 | $0 |
| William J Nutt | Conselheiro | 4 de Maio de 2015 M | 131.478 | 0 | 0 | $0 |
| Harold J Meyerman | Conselheiro | 20 de Janeiro de 2015 A | 1.800 | 0 | 0 | $0 |
| Rita M Rodriguez | Conselheiro | 22 de Julho de 2014 A | 14.652 | 0 | 0 | $0 |
| Richard E Floor | Conselheiro | 20 de Janeiro de 2010 M | 42.286 | 0 | 0 | $0 |
| Robert C Puff JR | Conselheiro | 26 de Julho de 2005 A | 2.000 | 0 | 0 | $0 |
| Stephen J Lockwood | Conselheiro | 18 de Maio de 2005 M | 7.500 | 0 | 0 | $0 |
| William F Weld | Conselheiro | 12 de Fevereiro de 2004 M | 0 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 1 participação
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Affiliated Managers Group, Inc. | 22 de Dezembro de 2009 | — | Declaração inicial | — | 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.
Participação em ETFs Detido por 119 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| AAUM · Tema ETF Trust | 3,62% | 277 NS | 31 de Maio de 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 2,44% | 3.912 SH | 8 de Agosto de 2026 | Diário |
| FXO · First Trust Exchange-Traded AlphaDE… | 1,58% | 57.595 NS | 30 de Abril de 2026 | N-PORT |
| OASC · Unified Series Trust | 1,41% | 3.923 NS | 31 de Maio de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,29% | 262.587 SH | 8 de Agosto de 2026 | Diário |
| TAX · EA Series Trust | 0,92% | 776 NS | 29 de Maio de 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,92% | 1.777.598 | 8 de Agosto de 2026 | Diário |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,86% | 11.793 SH | 8 de Agosto de 2026 | Diário |
| SMIZ · Zacks Trust | 0,85% | 7.275 NS | 31 de Maio de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,80% | 4.251 NS | 31 de Maio de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,77% | 7.516 SH | 8 de Agosto de 2026 | Diário |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,70% | 12.391 NS | 30 de Abril de 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0,59% | 24.000 SH | 8 de Agosto de 2026 | Diário |
| PAMC · Pacer Funds Trust | 0,53% | 1.136 NS | 30 de Abril de 2026 | N-PORT |
| IJK · iShares Trust | 0,52% | 154.364 SH | 8 de Agosto de 2026 | Diário |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,47% | 26.061 SH | 8 de Agosto de 2026 | Diário |
| FCPI · FIDELITY COVINGTON TRUST | 0,47% | 4.337 NS | 30 de Abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,46% | 1.981 NS | 30 de Abril de 2026 | N-PORT |
| PFF · iShares Trust | 0,45% | 3.052.327 SH | 8 de Agosto de 2026 | Diário |
| TMFX · RBB Fund, Inc. | 0,40% | 422 NS | 31 de Maio de 2026 | N-PORT |
| FDMO · FIDELITY COVINGTON TRUST | 0,39% | 11.181 NS | 30 de Abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,39% | 44.544 SH | 8 de Agosto de 2026 | Diário |
| EWN · iShares, Inc. | 0,38% | 73.925 SH | 8 de Agosto de 2026 | Diário |
| MIDE · DBX ETF Trust | 0,34% | 38 NS | 29 de Maio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,34% | 14.723 NS | 30 de Abril de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,33% | 3.555 NS | 30 de Abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,31% | 3.570 SH | 8 de Agosto de 2026 | Diário |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,29% | 13.151 NS | 30 de Abril de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,29% | 13.929 SH | 8 de Agosto de 2026 | Diário |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,28% | 3.378 SH | 8 de Agosto de 2026 | Diário |
| LRGF · iShares Trust | 0,27% | 26.791 SH | 8 de Agosto de 2026 | Diário |
| IJH · iShares Trust | 0,27% | 911.342 SH | 8 de Agosto de 2026 | Diário |
| BFOR · ALPS ETF Trust | 0,26% | 1.811 NS | 31 de Maio de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,24% | 3.205 NS | 30 de Abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 42.702 SH | 8 de Agosto de 2026 | Diário |
| VFMF · VANGUARD WELLINGTON FUND | 0,23% | 4.796 SH | 8 de Agosto de 2026 | Diário |
| DEUS · DBX ETF Trust | 0,21% | 1.925 NS | 29 de Maio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,21% | 3.406 NS | 30 de Abril de 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 15.368 NS | 30 de Abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,20% | 4.211 NS | 30 de Abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,19% | 15.230 NS | 30 de Abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,18% | 972 NS | 31 de Maio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,18% | 365.260 SH | 8 de Agosto de 2026 | Diário |
| SCHA · SCHWAB STRATEGIC TRUST | 0,18% | 135.022 NS | 31 de Maio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,18% | 84.746 NS | 30 de Abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 11.606 NS | 30 de Abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,17% | 3.126 SH | 8 de Agosto de 2026 | Diário |
| MIDU · Direxion Shares ETF Trust | 0,16% | 466 NS | 30 de Abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,16% | 76.005 NS | 31 de Maio de 2026 | N-PORT |
| ISCB · iShares Trust | 0,15% | 1.194 SH | 8 de Agosto de 2026 | Diário |