AMG Affiliated Managers Group, Inc. Common Stock
NYSE · Financial Services · Ver em SEC EDGAR ↗ fechar Out 2, 2026 10-K/10-Q Fev 17, 2026AMG Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
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| Data ex | Desdobramento | Tipo |
|---|---|---|
| 30 de Março de 2004 | 3-for-2 | Para frente |
Sobre Affiliated Managers Group, Inc. Common Stock Visão geral da empresa da Wikipedia
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 ↗
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?
| Métrica | Tendência de 5 anos | AMG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 16.3média 5A ≈10.5 | ≈10.5 | 15.5 | Subvalorizado | |
| PEG Ratio | ≈0.4 | · | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | AMG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem de Impostos Pré-Tributação (TTM) | 57.2%média 5A ≈55.5% | ≈55.5% | 38.4% | Primeira linha | |
| Margem de Lucro Líquido (TTM) | 34.5%média 5A ≈33.0% | ≈33.0% | 18.6% | Primeira linha | |
| ROA (TTM) | 7.9%média 5A ≈8.2% | ≈8.2% | 3.6% | Primeira linha | |
| ROE (TTM) | 21.8%média 5A ≈22.9% | ≈22.9% | 10.7% | Primeira linha |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Ainda não há dados fundamentais suficientes para calcular este grupo de proporções.
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | AMG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 1.6%média 5A ≈0.94% | ≈0.94% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | -3.8%média 5A ≈-2.9% | ≈-2.9% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 0.46% | · | · | · | |
| EPS YoY | 50.3%média 5A ≈60.3% | ≈60.3% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | 40.1%média 5A ≈51.4% | ≈51.4% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | -3.6%média 5A ≈20.2% | ≈20.2% | · | · | |
| EPS CAGR 5Y (CAGR de LPA 5A) | 39.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | -14.5%média 5A ≈10.5% | ≈10.5% | · | · | |
| Net Income CAGR 5Y (CAGR de Lucro Líquido 5A) | 28.8% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | AMG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.2média 5A ≈0.2 | ≈0.2 | 0.3 | Fraco | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$370.4K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor | Moeda | Rendimento |
|---|---|---|---|
| Ago 10, 2026 | $0,01 | USD | ≈0.01% |
| Mai 11, 2026 | $0,01 | USD | ≈0.01% |
| Fev 23, 2026 | $0,01 | USD | ≈0.01% |
| Nov 13, 2025 | $0,01 | USD | ≈0.02% |
| Ago 11, 2025 | $0,01 | USD | ≈0.02% |
| Mai 19, 2025 | $0,01 | USD | ≈0.02% |
| Fev 18, 2025 | $0,01 | USD | ≈0.02% |
| Nov 14, 2024 | $0,01 | USD | ≈0.02% |
| Ago 8, 2024 | $0,01 | USD | ≈0.02% |
| Mai 15, 2024 | $0,01 | USD | ≈0.02% |
| Fev 14, 2024 | $0,01 | USD | ≈0.03% |
| Nov 15, 2023 | $0,01 | USD | ≈0.03% |
| Ago 4, 2023 | $0,01 | USD | ≈0.03% |
| Mai 10, 2023 | $0,01 | USD | ≈0.03% |
| Fev 15, 2023 | $0,01 | USD | ≈0.02% |
| Nov 16, 2022 | $0,01 | USD | ≈0.03% |
| Ago 10, 2022 | $0,01 | USD | ≈0.03% |
| Mai 11, 2022 | $0,01 | USD | ≈0.03% |
| Fev 16, 2022 | $0,01 | USD | ≈0.03% |
| Nov 9, 2021 | $0,01 | USD | ≈0.02% |
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Jul 29, 2026 | $8.29 | $8.00 | 3.6% |
| 31 de Março de 2026 | $8.23 | $8.15 | 0.94% | |
| 31 de Dezembro de 2025 | $9.48 | $8.93 | 6.2% | |
| 30 de Setembro de 2025 | $6.10 | $5.95 | 2.6% | |
| 30 de Junho de 2025 | $5.39 | $5.34 | 0.95% | |
| 31 de Março de 2025 | $5.20 | $5.15 | 0.92% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| 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
| 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
| 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
| 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
| 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 | · | · | · |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | $47.52 | $50.21 | · | · | · | |
| Revenue / Share | $62.86 | $56.53 | $48.76 | $47.54 | $53.85 | $43.42 | $44.26 | · | · | · | |
| Cash Flow / Share | $29.49 | $25.82 | $20.72 | $21.52 | $28.11 | $21.61 | $18.36 | · | · | · | |
| Cash / Share | · | · | · | · | · | $17.77 | $9.22 | · | · | · | |
| Dividend Paid / Share | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.35 | $1.28 | $1.20 | $0.80 | $0.00 | |
| EPS (TTM) | $22.74 | $15.13 | $17.42 | $25.35 | $13.05 | $4.33 | $0.31 | $4.52 | $12.03 | $8.57 |
Taxas de Crescimento
| 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% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -43.1% | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| 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
| 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) | · | 28,400,000 | 28,500,000 | 29,200,000 | · | 30,100,000 | 31,500,000 | 32,800,000 | · | 34,900,000 | 35,900,000 | 35,900,000 | · | 38,200,000 | 38,700,000 | 39,700,000 | |
| Shares (Diluted) | · | 32,900,000 | 31,400,000 | 32,600,000 | · | 35,000,000 | 35,300,000 | 40,100,000 | · | 43,400,000 | 42,100,000 | 39,900,000 | · | 43,500,000 | 44,500,000 | 46,900,000 |
Balanço Patrimonial
| 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
| 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
| 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
| 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 |
Por Ação
| 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 / Share | · | $16.05 | $15.71 | $15.23 | · | $14.75 | $14.17 | $12.47 | · | $12.10 | $12.17 | $12.97 | · | $13.30 | $13.58 | $12.95 | |
| Cash Flow / Share | · | · | · | $6.41 | · | · | · | $5.22 | · | · | · | $5.88 | · | · | · | $3.09 | |
| Dividend Paid / Share | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | |
| EPS (TTM) | · | $16.82 | · | · | · | $15.40 | $17.10 | $18.09 | · | $28.63 | $25.95 | $25.38 | · | $13.01 | $13.21 | $13.08 |
Avaliação (TTM)
| 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 | · | $2.04B | · | · | · | $2.02B | $2.03B | $2.04B | · | $2.09B | $2.15B | $2.24B | · | $2.48B | $2.48B | $2.46B | |
| Net Income TTM | · | $531M | · | · | · | $546M | $639M | $688M | · | $1.25B | $1.15B | $1.13B | · | $546M | $562M | $562M | |
| P/E | · | 14.2 | · | · | · | 11.5 | 9.1 | 9.3 | · | 4.6 | 5.8 | 5.6 | · | 8.6 | 8.8 | 10.8 | |
| Earnings Yield | · | 7.0% | · | · | · | 8.7% | 10.9% | 10.8% | · | 22.0% | 17.3% | 17.8% | · | 11.6% | 11.3% | 9.3% | |
| Payout Ratio | · | · | · | 0.41% | · | · | · | 0.20% | · | · | · | 0.30% | · | · | · | 0.27% | |
| Annual Payout | · | $1M | · | · | · | $1M | $1M | $1M | · | $2M | $2M | $2M | · | $2M | $2M | $2M |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 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 |
Ainda não há dados fundamentais suficientes para construir esta demonstração.
| Métrica | 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 |
Investidores institucionais (13F) 606 declarantes · $9.0B total · Em 30 de Setembro 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 |
|---|---|---|---|---|
| 80 (-24 vs trimestre anterior) | 52 (+9 vs trimestre anterior) | 159 (-60 vs trimestre anterior) | 218 (+90 vs trimestre anterior) | +689K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $938.293.980 | 2.772.736 | 10,47% | Ações |
| VANGUARD GROUP INC | $773.623.884 | 2.683.585 | 8,64% | Ações |
| MORGAN STANLEY | $503.275.490 | 1.487.219 | 5,62% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $470.997.302 | 1.391.836 | 5,26% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $389.527.164 | 1.151.085 | 4,35% | Ações |
| Boston Partners | $339.149.256 | 1.001.967 | 3,79% | Ações |
| ARIEL INVESTMENTS, LLC | $338.290.358 | 999.676 | 3,78% | Ações |
| STATE STREET CORP | $298.916.503 | 883.323 | 3,34% | Ações |
| MILLENNIUM MANAGEMENT LLC | $296.139.254 | 875.116 | 3,31% | Ações |
| FULLER & THALER ASSET MANAGEMENT, INC. | $290.264.589 | 857.756 | 3,24% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $226.804.617 | 670.195 | 2,53% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $199.954.869 | 590.757 | 2,23% | Ações |
| LYRICAL ASSET MANAGEMENT LP | $160.024.622 | 472.886 | 1,79% | Ações |
| Allianz Asset Management GmbH | $153.629.877 | 453.989 | 1,71% | Ações |
| BANK OF AMERICA CORP /DE/ | $146.330.872 | 432.420 | 1,63% | Ações |
| Invesco Ltd. | $128.802.824 | 380.623 | 1,44% | Ações |
| NORGES BANK | $122.322.463 | 361.473 | 1,37% | Ações |
| NORTHERN TRUST CORP | $109.191.527 | 322.670 | 1,22% | Ações |
| JANE STREET GROUP, LLC | $104.610.945 | 309.134 | 1,17% | Ações |
| Channing Capital Management, LLC | $102.370.738 | 302.514 | 1,14% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $97.389.828 | 287.795 | 1,09% | Ações |
| Bank of New York Mellon Corp | $95.417.584 | 281.967 | 1,07% | Ações |
| Qube Research & Technologies Ltd | $90.940.601 | 268.737 | 1,02% | Ações |
| GOLDMAN SACHS GROUP INC | $87.419.211 | 258.331 | 0,98% | Ações |
| Fisher Asset Management, LLC | $83.403.362 | 246.463 | 0,93% | Ações |
| RAYMOND JAMES FINANCIAL INC | $80.957.494 | 239.235 | 0,90% | Ações |
| Clarkston Capital Partners, LLC | $77.386.327 | 228.683 | 0,86% | Ações |
| BRUNI J V & CO /CO | $71.095.810 | 210.094 | 0,79% | Ações |
| CITADEL ADVISORS LLC | $67.169.692 | 198.492 | 0,75% | Ações |
| Kiltearn Partners LLP | $62.463.902 | 184.586 | 0,70% | Ações |
| Caisse de depot et placement du Quebec | $61.602.674 | 182.041 | 0,69% | Ações |
| FMR LLC | $60.091.476 | 177.576 | 0,67% | Ações |
| UBS Group AG | $59.482.599 | 175.776 | 0,66% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $56.120.933 | 165.842 | 0,63% | Ações |
| ALLIANCEBERNSTEIN L.P. | $52.500.781 | 189.739 | 0,59% | Ações |
| JPMORGAN CHASE & CO | $44.736.636 | 129.402 | 0,50% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $39.741.696 | 117.440 | 0,44% | Ações |
| SEI INVESTMENTS CO | $39.644.274 | 117.142 | 0,44% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $39.308.000 | 116.158 | 0,44% | Ações |
| Quantinno Capital Management LP | $36.796.654 | 108.737 | 0,41% | Ações |
| LOOMIS SAYLES & CO L P | $34.886.939 | 103.094 | 0,39% | Ações |
| WELLS FARGO & COMPANY/MN | $31.655.209 | 93.544 | 0,35% | Ações |
| FIRST TRUST ADVISORS LP | $30.541.615 | 90.253 | 0,34% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $30.147.718 | 89.089 | 0,34% | Ações |
| Arbejdsmarkedets Tillaegspension | $29.995.776 | 88.640 | 0,33% | Ações |
| Polar Capital Holdings Plc | $28.885.486 | 85.359 | 0,32% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $28.630.980 | 103.473 | 0,32% | Ações |
| FRANKLIN RESOURCES INC | $28.152.173 | 83.192 | 0,31% | Ações |
| Empowered Funds, LLC | $27.665.891 | 81.755 | 0,31% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $26.120.420 | 77.188 | 0,29% | Ações |
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.
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 | 1 | $-2.290.400 |
| 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
Participação em ETFs Detido por 88 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 |
|---|---|---|---|---|
| PFI · Invesco Exchange-Traded Fund Trust | 1,57% | 2.351 SH | 2 de Outubro de 2026 | Diário |
| FXO · First Trust Exchange-Traded AlphaDE… | 1,30% | 40.028 NS | 31 de Julho de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,08% | 207.412 SH | 2 de Outubro de 2026 | Diário |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,93% | 1.833.128 | 2 de Outubro de 2026 | Diário |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,92% | 12.446 SH | 2 de Outubro de 2026 | Diário |
| RFG · Invesco Exchange-Traded Fund Trust | 0,81% | 7.327 SH | 2 de Outubro de 2026 | Diário |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,69% | 10.850 NS | 31 de Julho de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,68% | 991 NS | 31 de Julho de 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0,66% | 26.282 SH | 2 de Outubro de 2026 | Diário |
| SMDX · Tidal Trust III | 0,58% | 2.067 NS | 31 de Julho de 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,57% | 4.173 NS | 31 de Julho de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,47% | 26.061 SH | 19 de Agosto de 2026 | Diário |
| PFF · iShares Trust | 0,45% | 3.009.469 SH | 11 de Setembro de 2026 | Diário |
| IQSM · New York Life Investments ETF Trust | 0,36% | 3.277 NS | 31 de Julho de 2026 | N-PORT |
| EWN · iShares, Inc. | 0,36% | 66.772 SH | 11 de Setembro de 2026 | Diário |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,33% | 3.639 SH | 2 de Outubro de 2026 | Diário |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,32% | 12.176 NS | 31 de Julho de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,30% | 13.629 SH | 2 de Outubro de 2026 | Diário |
| PTMC · Pacer Funds Trust | 0,27% | 2.897 NS | 31 de Julho de 2026 | N-PORT |
| LRGF · iShares Trust | 0,26% | 26.987 SH | 11 de Setembro de 2026 | Diário |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 42.702 SH | 19 de Agosto de 2026 | Diário |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 16.226 NS | 31 de Julho de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,23% | 15.738 NS | 31 de Julho de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,23% | 4.796 SH | 19 de Agosto de 2026 | Diário |
| BKMC · BNY Mellon ETF Trust | 0,23% | 4.038 NS | 31 de Julho de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 11.591 NS | 31 de Julho de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,21% | 388 NS | 31 de Julho de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,21% | 3.258 NS | 31 de Julho de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,20% | 85.132 NS | 31 de Julho de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,18% | 365.260 SH | 19 de Agosto de 2026 | Diário |
| ISCG · iShares Trust | 0,15% | 4.057 SH | 11 de Setembro de 2026 | Diário |
| IYF · iShares Trust | 0,14% | 17.094 SH | 10 de Setembro de 2026 | Diário |
| IYG · iShares Trust | 0,13% | 8.021 SH | 11 de Setembro de 2026 | Diário |
| SMMD · iShares Trust | 0,13% | 13.678 SH | 11 de Setembro de 2026 | Diário |
| FNCL · FIDELITY COVINGTON TRUST | 0,10% | 6.661 NS | 31 de Julho de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,10% | 302.695 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,10% | 575.547 SH | 19 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,10% | 41.301 SH | 19 de Agosto de 2026 | Diário |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,10% | 3.346 SH | 2 de Outubro de 2026 | Diário |
| TILT · FlexShares Trust | 0,10% | 5.688 NS | 31 de Julho de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,09% | 849 NS | 31 de Julho de 2026 | N-PORT |
| WSML · iShares Trust | 0,09% | 3.285 SH | 11 de Setembro de 2026 | Diário |
| IWS · iShares Trust | 0,09% | 38.307 SH | 11 de Setembro de 2026 | Diário |
| ESML · iShares Trust | 0,08% | 6.556 SH | 11 de Setembro de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,08% | 1.222 NS | 31 de Julho de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,08% | 4.855 NS | 31 de Julho de 2026 | N-PORT |
| IEUS · iShares Trust | 0,08% | 3.813 SH | 11 de Setembro de 2026 | Diário |
| PICK · iShares, Inc. | 0,07% | 52.371 SH | 11 de Setembro de 2026 | Diário |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 1.775 SH | 19 de Agosto de 2026 | Diário |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 1.487 SH | 2 de Outubro de 2026 | Diário |
| IWR · iShares Trust | 0,07% | 104.407 SH | 11 de Setembro de 2026 | Diário |
| HDUS · Lattice Strategies Trust | 0,05% | 280 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,05% | 4.503 NS | 31 de Julho de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 64.120 NS | 31 de Julho de 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,05% | 7.510 NS | 31 de Julho de 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,04% | 1.005 SH | 2 de Outubro de 2026 | Diário |
| SCZ · iShares Trust | 0,03% | 118.395 SH | 11 de Setembro de 2026 | Diário |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 8.332 SH | 2 de Outubro de 2026 | Diário |
| DYNF · BlackRock ETF Trust | 0,03% | 35.348 SH | 11 de Setembro de 2026 | Diário |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,03% | 3.717 SH | 2 de Outubro de 2026 | Diário |
| IUSG · iShares Trust | 0,03% | 23.284 SH | 11 de Setembro de 2026 | Diário |
| IWD · iShares Trust | 0,02% | 56.630 SH | 11 de Setembro de 2026 | Diário |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 15.395 SH | 19 de Agosto de 2026 | Diário |
| DFAU · Dimensional ETF Trust | 0,02% | 6.488 NS | 31 de Julho de 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 1.176 SH | 11 de Setembro de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,01% | 7.612 NS | 31 de Julho de 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 17.592 SH | 11 de Setembro de 2026 | Diário |
| ITOT · iShares Trust | 0,01% | 33.265 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,01% | 6.999 SH | 10 de Setembro de 2026 | Diário |
| DFUV · Dimensional ETF Trust | 0,01% | 4.687 NS | 31 de Julho de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 796.579 SH | 19 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 21.936 SH | 19 de Agosto de 2026 | Diário |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 4.224 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 2.145 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,01% | 5.730 SH | 19 de Agosto de 2026 | Diário |
| IEUR · iShares Trust | 0,01% | 17.367 SH | 11 de Setembro de 2026 | Diário |
| IEFA · iShares Trust | 0,00% | 254.887 SH | 11 de Setembro de 2026 | Diário |
| IXUS · iShares Trust | 0,00% | 55.818 SH | 10 de Setembro de 2026 | Diário |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de Julho de 2026 | Diário |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de Julho de 2026 | Diário |
| IJH · iShares Trust | · | 926.882 SH | 11 de Setembro de 2026 | Diário |
| IJK · iShares Trust | · | 153.173 SH | 11 de Setembro de 2026 | Diário |
| XJH · iShares Trust | · | 3.608 SH | 8 de Setembro de 2026 | Diário |
| ISCB · iShares Trust | · | 1.194 SH | 11 de Setembro de 2026 | Diário |
| ISCV · iShares Trust | · | 3.164 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 44.958 SH | 11 de Setembro de 2026 | Diário |
AMG Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
7 analistas · 2026-10-01Alvo médio $437.57 +17,8%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| AMG | · | 12.7 | 1.6% | 34.5% | 21.8% | · |
| CG | · | · | · | · | · | · |
| OWL | · | 149.4 | 7.6% | 13.9% | 3.6% | · |
| ARCC | · | 10.9 | · | · | · | · |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | · |
| 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% | · |
| MAIN | $5.43B | 15.3 | · | · | 16.8% | · |
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