AN AutoNation, Inc. Common Stock

NYSE · Retail · Ver em SEC EDGAR ↗
$203,40
Preço · Ago 18, 2026
Fundamentais a partir de Jul 31, 2026

Sobre AutoNation, Inc. Common Stock Visão geral da empresa da Wikipedia

AutoNation, Inc. is an American automotive retailer based in Fort Lauderdale, Florida, which provides new and pre-owned vehicles and associated services in the United States. The company was founded by Wayne Huizenga in 1996, starting with twelve AutoNation locations, and now has more than 300 retail outlets.

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AutoNation, Inc. is an American automotive retailer based in Fort Lauderdale, Florida, which provides new and pre-owned vehicles and associated services in the United States. The company was founded by Wayne Huizenga in 1996, starting with twelve AutoNation locations, and now has more than 300 retail outlets.

AutoNation continued growing by acquiring other companies in the car rental business such as National Car Rental, Spirit Rent-A-Car, Value Rent-A-Car, Snappy Car Rental and more.

In 2011, AutoNation was the first auto retailer in the United States to sell a total of eight million vehicles.

History

1996–2008

Before its acquisition by Republic Industries in 1997, but under the early division brand name "AutoNation", the company was a growing network of used automobile superstores. In 1995, H. Wayne Huizenga of Republic Industries became chairman of the board of directors and through Republic's ownership of AutoNation, sought to expand its business into used auto sales throughout the United States. Republic's sales for 1995 were $5.2 billion.

In 1996, Republic Industries began purchasing new car dealerships and offering long-term contracts to owners who joined the newly created automotive division of Republic Industries, which led to the company operating twelve retail locations under the "AutoNation" brand. Later that year, Alamo Rent A Car was purchased by Republic Industries for $625 million, and a 2-for-1 stock split in Republic stock was also completed.

In 1997, Republic continued its acquisitions in the car rental business with the purchase of National Car Rental, Spirit Rent-A-Car, Value Rent-A-Car, Snappy Car Rental, and EuroDollar Rent A Car. Huizenga had Republic start consolidating operations between new and used cars and its rental companies into one operation. Acquiring six Saturn dealerships in Arizona and Florida, Republic sold the dealerships to Saturn in 1997 because they did not generate enough sales, despite being a successful brand.

In 1997, the company acquired Maroone Automotive Group of Buffalo, New York and Florida for $200 million in Republic stock.

In an attempt to expand the company's electronic security division, the company offered to purchase ADT. The acquisition failed, and in October 1997, Republic sold its electronic security division.

Republic Industries offered in July 1998 an initial public offering of its original core waste disposal business as Republic Services and it was from this sale of 36% of Republic Services stock, the company netted $1.4 billion to be used to fund the new company being formed. As a result of this sale, the company changed its name to AutoNation to highlight its focus on the automobile industry.

In 1998, CarMax brought a lawsuit against Republic for copyright and trademark infringement. CarMax received a $50 million jury award in its lawsuit, but it was overturned on appeal in 1998.

In April 1998, competitor Drivers' Mart was purchased for $40 million. The remaining 64% of Republic Services was divested to Republic Industries shareholders in 1999. The company's first chief executive officer (CEO), Steve Berrard, eventually resigned from the company in July 1999.

Mike Jackson, the new CEO, previously of Mercedes Benz USA, moved to spin off the car rental business as "ANC Rental" and close all newly built "AutoNation USA" used car megastores, due to losses of $25 million per quarter. Plans to brand all automotive retail stores as "AutoNation stores" were cancelled. A rebranding of a more recognizable 'regional brand' focus was instituted.

In January 2003, Jackson was named chairman of the board, replacing Huizenga. On October 24, 2005, the AutoNation building in downtown Fort Lauderdale suffered significant damage due to Hurricane Wilma. The company has since transferred to another nearby building.

In 2006, Mike Jackson, CEO of AutoNation announced that his company would be reducing orders from the three major vehicle manufacturers as General Motors, Ford and Chrysler in 2007 and altered the company's purchase pattern to include purchasing more imported vehicles as BMW, Mercedes and Lexus, due to anticipated view of further market share losses by US automakers. resulting in high dealer

2009–present

In 2009, during the great recession, AutoNation announced a newly formed AutoNation Payment Protection program, promising that the dealership will buy back any car at market value, should the owner lose their job. By 2011, AutoNation was the first auto retailer in the U.S. to sell a total of 8 million vehicles.

In January 2013, AutoNation announced that it would replace localized brand names of its car retail operations with its own name. This re-branding across the US was supported and approved by the major automotive manufacturers, including GM, Ford, Chrysler, Nissan, Toyota, Honda, VW and Hyundai. It involved a total of 210 franchises operating under previously assigned local group names. In May 2013, AutoNation partnered with Indy Car Series Champion Ryan-Hunter Reay to support his "Racing for Cancer" charity. This charity served as a key component of the AutoNation cancer charity program which was founded as a 501(c)(3) charitable organization. In August 2013, AutoNation announced the sale of its 9 millionth vehicle which was a record achievement for the industry.

On April 11, 2017, USA Today wrote that AutoNation's CEO Mike Jackson questioned the market value of Tesla, the maker of electric cars, by saying that Tesla is "either one of the great Ponzi schemes of all time or it’s gonna work out." The previous day, Tesla passed General Motors as the most valuable American automotive manufacturer, measured by its market capitalization. Jackson also said, "Clearly General Motors is undervalued and Tesla is overvalued. Anybody can see that." In June 2017, AutoNation sold a total of 11 million vehicles. On November 2, 2017, AutoNation announced that Waymo, a developer of self-driving technology, enlisted AutoNation to maintain and repair their driverless vehicles fleet.

During the coronavirus pandemic, AutoNation faced criticism after reports in The Washington Post revealed that the company applied for at least $266 Million in SBA Paycheck Protection Program loan under the CARES Act in order to allow at least 7,000 employees who had been furloughed to return to work and received up to $95 Million in funds for its over 300 dealerships located throughout the United States. SBA Paycheck Protection Program loans were originated by commercial banks, credit unions, and other financial institutions; according to AutoNation's Form 8-K filed with the Securities and Exchange Commission on March 26, the company's "administrative agent" and lender as of the filing date was JPMorgan Chase Bank, N.A. On April 24, AutoNation announced that it would be returning $77 Million to J.P Morgan.

Cheryl Miller resigned her position as CEO for AutoNation in July 2020. She was replaced by Mike Jackson, who was to fill the role until April 2022. In November 2021, Mike Jackson retired from his 20 years service to AutoNation and was replaced by Mike Manley, previously Head of Americas at Stellantis N.V. and former CEO of Fiat Chrysler Automobiles.

On April 9, 2021, it was officially announced that AutoNation had reached a naming rights agreement for the stadium of Fort Lauderdale-based Inter Miami CF. The team's stadium became branded as DRV PNK Stadium, a tie-in with AutoNation's breast cancer awareness campaign.

In 2022, AutoNation sold its 14 millionth vehicle in the United States since its founding.

In January 2023, AutoNation acquired RepairSmith, a full-service mobile solution for automotive repair and maintenance, for $190 million.

== Revenue by product category ==

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

AN Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$203.40
Capitalização de Mercado
$7.16B
P/E (TTM)
11.9
EPS (TTM)
$17.04
Receita (TTM)
$27.63B
Rendimento div.
ROE
27.0%
Dívida/Capital
0.1
Intervalo 52 Semanas
$177 – $236

AN 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

Receita e Lucro Líquido $27.63B
10-point trend, +27.9%
2016-12-31 2025-12-31
EPS $17.04
10-point trend, +310.6%
2016-12-31 2025-12-31
Fluxo de caixa livre $-198M
10-point trend, -172.7%
2016-12-31 2025-12-31
Margens 2.4%
10-point trend, +16.8%
2016-12-31 2025-12-31

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
AN
Mediana de Pares
P/E (TTM)
5-point trend, +89.9%
11.9
19.7
P/S (TTM)
5-point trend, -7.1%
0.3
0.5
P/B
5-point trend, +0.9%
3.1
7.7
EV / EBITDA
5-point trend, +49.7%
5.9
Price / FCF (Preço / FCF)
5-point trend, -810.4%
-36.3

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
AN
Mediana de Pares
Gross Margin (Margem Bruta)
5-point trend, -6.5%
17.9%
17.5%
Operating Margin (Margem Operacional)
5-point trend, -39.0%
4.5%
Net Profit Margin (Margem de Lucro Líquido)
5-point trend, -55.7%
2.4%
3.0%
ROA
5-point trend, -67.5%
4.7%
5.1%
ROE
5-point trend, -53.5%
27.0%
28.6%
ROIC
5-point trend, -32.7%
35.8%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
AN
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
5-point trend, -40.3%
0.1
Current Ratio (Índice de liquidez corrente)
5-point trend, -8.7%
0.8
0.9
Quick Ratio (Índice de Liquidez Seca)
5-point trend, -30.8%
0.1

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
AN
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5-point trend, +6.9%
3.2%
Revenue CAGR 3Y (CAGR Receita 3A)
5-point trend, +6.9%
0.79%
Revenue CAGR 5Y (CAGR Receita 5A)
5-point trend, +6.9%
6.3%
EPS YoY
5-point trend, -6.9%
0.71%
Net Income YoY (Lucro Líquido Ano a Ano)
5-point trend, -52.7%
-6.2%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
AN
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, -6.9%
$17.04

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
AN
Mediana de Pares

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Dividend Yield
Índice de Pagamento
CAGR Dividendos 5 anos
Data exValor
3 de Julho de 2000$0,6870
27 de Abril de 1995$0,2500

AN Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 23 analistas
  • Compra forte 7 30,4%
  • Compra 12 52,2%
  • Manter 4 17,4%
  • Venda 0 0,0%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

13 analistas · 2026-08-18
Alvo mediano $248.00 +21,9%
Alvo médio $246.69 +21,3%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
0.14%
Período EPS Actual EPS est. Surpresa
30 de Junho de 2026 $5.56 $5.66 -0.10%
31 de Março de 2026 $4.69 $4.64 0.05%
31 de Dezembro de 2025 $5.08 $5.00 0.08%
30 de Setembro de 2025 $5.01 $4.97 0.04%
30 de Junho de 2025 $5.46 $4.85 0.61%
31 de Março de 2025 $4.68 $4.55 0.13%

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
AN $7.27B 12.1 3.2% 2.4% 27.0% 17.9%
AZO $69.97B 29.0 2.4% 13.2% -63.5% 52.6%
PAG $10.41B 11.2 -0.18% 2.9% 17.1% 16.4%
MUSA 16.7 -4.2% 2.4% 74.1%
KMX $6.12B 25.7 -1.8% 0.96% 4.1% 10.8%
LAD $7.81B 10.3 4.0% 2.2% 12.4% 15.2%
VVV $4.56B 21.9 5.6% 12.3% 71.8% 38.5%
ABG 9.3 4.7% 2.7% 12.8% 17.1%
AAP $2.33B 53.3 -5.4% 0.51% 2.0% 43.4%
GPI $9.81B 15.6 13.2% 1.4% 11.0% 16.1%
SAH 18.1 6.5% 0.78% 11.3% 15.7%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 15
Dados anuais de Demonstração de Resultados para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +44.6% $27.63B $26.77B $26.95B $26.98B $25.84B $20.39B $21.34B $21.41B $21.53B $21.61B $20.86B $19.11B
Cost of Revenue 12-point trend, +40.7% $22.68B $21.98B $21.82B $21.72B $20.89B $16.82B $17.81B $18.02B $18.18B $18.30B $17.60B $16.12B
Gross Profit 12-point trend, +65.6% $4.95B $4.79B $5.13B $5.27B $4.95B $3.57B $3.52B $3.40B $3.36B $3.31B $3.26B $2.99B
SG&A Expense 12-point trend, +61.7% $3.36B $3.26B $3.25B $3.03B $2.88B $2.42B $2.56B $2.51B $2.44B $2.35B $2.26B $2.08B
Operating Income 12-point trend, +51.1% $1.24B $1.31B $1.65B $2.02B $1.90B $563M $824M $778M $843M $890M $873M $821M
Interest Income 7-point trend, +50.0% · · · · · $300.0K $500.0K $1M $1M $1M $100.0K $200.0K
Other Non-op 12-point trend, +362.1% $13M $10M $24M $-15M $24M $144M $34M $200.0K $9M $4M $-1M $3M
Pretax Income 12-point trend, +29.6% $884M $917M $1.35B $1.83B $1.81B $550M $613M $529M $636M $702M $723M $682M
Income Tax 12-point trend, -10.3% $235M $224M $330M $456M $435M $168M $162M $134M $202M $271M $279M $262M
Net Income 12-point trend, +55.0% $649M $692M $1.02B $1.38B $1.37B $382M $450M $396M $435M $430M $443M $419M
EPS (Basic) 12-point trend, +383.5% $17.26 $17.09 $22.89 $24.47 $18.50 $4.32 $4.99 $4.36 $4.44 $4.18 $3.93 $3.57
EPS (Diluted) 12-point trend, +384.1% $17.04 $16.92 $22.74 $24.29 $18.31 $4.30 $4.97 $4.34 $4.43 $4.15 $3.89 $3.52
Shares (Basic) 12-point trend, -67.9% 37,600,000 40,500,000 44,600,000 56,300,000 74,200,000 88,300,000 90,100,000 90,900,000 97,800,000 103,100,000 112,700,000 117,300,000
Shares (Diluted) 12-point trend, -68.0% 38,100,000 40,900,000 44,900,000 56,700,000 75,000,000 88,700,000 90,500,000 91,300,000 98,200,000 103,800,000 113,900,000 118,900,000
EBITDA 12-point trend, +51.1% $1.24B $1.31B $1.65B $2.02B $1.90B $563M $824M $778M $843M $890M $873M $821M
Balanço Patrimonial 25
Dados anuais de Balanço Patrimonial para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -22.3% $59M $60M $61M $73M $60M $570M $42M $49M $69M $65M $74M $75M
Receivables 12-point trend, -15.2% $693M $774M $762M $634M $540M $595M $662M $707M $1.11B $1.03B $908M $818M
Inventory 12-point trend, +17.5% $3.40B $3.36B $3.03B $2.05B $1.85B $2.60B $3.31B $3.65B $3.37B $3.52B $3.61B $2.90B
Other Current Assets 12-point trend, +13.9% $236M $212M $172M $158M $173M $139M $147M $209M $252M $97M $115M $207M
Current Assets 12-point trend, +16.2% $4.65B $4.70B $4.31B $3.14B $2.81B $4.15B $4.41B $4.88B $4.80B $4.71B $4.71B $4.00B
PP&E (Net) 12-point trend, +63.3% $3.96B $3.79B $3.79B $3.61B $3.42B $3.14B $3.17B $3.16B $2.96B $2.84B $2.67B $2.42B
PP&E (Gross) 12-point trend, +91.6% $6.42B $6.11B $5.92B $5.54B $5.20B $4.79B $4.66B $4.49B $4.17B $3.94B $3.68B $3.35B
Accum. Depreciation 12-point trend, +168.7% $2.50B $2.32B $2.13B $1.94B $1.78B $1.65B $1.48B $1.33B $1.21B $1.09B $1.01B $930M
Goodwill 12-point trend, +7.2% $1.41B $1.45B $1.47B $1.32B $1.24B $1.19B $1.50B $1.51B $1.51B $1.51B $1.39B $1.31B
Intangibles 12-point trend, +190.1% $1.03B $906M $928M $837M $744M $522M $582M $595M $587M $598M $440M $355M
Other Non-current Assets 12-point trend, +143.8% $754M $705M $693M $531M $450M $580M $541M $517M $410M $392M $337M $309M
Total Assets 12-point trend, +71.4% $14.39B $13.00B $11.98B $10.06B $8.94B $9.89B $10.54B $10.67B $10.27B $10.06B $9.55B $8.39B
Accounts Payable 12-point trend, +39.7% $370M $377M $345M $328M $396M $335M $290M $306M $310M $304M $300M $265M
Short-term Debt 12-point trend, +200000000.00 $200M $630M $440M $50M $340M $0 $170M $630M $330M $942M $600M $0
Current Liabilities 12-point trend, +42.7% $5.54B $6.31B $5.58B $3.41B $3.06B $4.17B $5.10B $5.66B $5.64B $5.83B $5.17B $3.88B
Capital Leases 8-point trend, +431800000.00 $432M $357M $363M $297M $260M $286M $305M $0 · · · ·
Deferred Tax 12-point trend, +35.8% $94M $83M $85M $76M $78M $96M $135M $90M $72M $92M $79M $69M
Other Non-current Liabilities 12-point trend, +95.3% $399M $381M $360M $333M $322M $311M $262M $275M $235M $218M $208M $204M
Total Debt 11-point trend, -66.6% $200M $630M $440M $50M $340M $0 $170M $630M $330M $942M $600M ·
Common Stock 12-point trend, -62.5% $600.0K $600.0K $600.0K $600.0K $800.0K $1M $1M $1M $1M $1M $1M $2M
Retained Earnings 12-point trend, +59.1% $5.98B $5.33B $4.64B $3.66B $4.64B $4.07B $3.69B $3.24B $2.83B $3.13B $2.70B $3.76B
Treasury Stock 12-point trend, +109.8% $3.67B $2.90B $2.45B $1.62B $2.27B $888M $563M $544M $468M $842M $360M $1.75B
Stockholders' Equity 12-point trend, +13.0% $2.34B $2.46B $2.21B $2.05B $2.38B $3.24B $3.16B $2.72B $2.37B $2.31B $2.35B $2.07B
Liabilities + Equity 12-point trend, +71.3% $14.39B $13.00B $11.98B $10.06B $8.94B $9.89B $10.54B $10.67B $10.27B $10.06B $9.55B $8.40B
Shares Outstanding 12-point trend, -68.9% 35,200,000 39,000,000 41,600,000 47,600,000 62,600,000 83,500,000 89,300,000 90,000,000 91,600,000 100,700,000 110,800,000 113,300,000
Fluxo de Caixa 11
Dados anuais de Fluxo de Caixa para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +76.8% $46M $36M $40M $32M $35M $30M $31M $26M $21M $25M $24M $26M
Deferred Tax 11-point trend, -140.0% · $-4M $19M $800.0K $-17M $-39M $46M $11M $-22M $4M $10M $10M
Operating Cash Flow 12-point trend, -76.9% $112M $315M $724M $1.67B $1.63B $1.21B $769M $511M $540M $516M $507M $485M
CapEx 12-point trend, +47.9% $309M $328M $410M $329M $216M $156M $269M $401M $313M $244M $248M $209M
Investing Cash Flow 12-point trend, -82.7% $-687M $12M $-570M $-479M $-460M $-74M $-116M $-295M $-227M $-493M $-509M $-376M
Stock Repurchased 12-point trend, +62.3% $792M $460M $874M $1.70B $2.32B $367M $45M $100M $435M $497M $237M $488M
Net Stock Activity 12-point trend, -62.3% $-792M $-460M $-874M $-1.70B $-2.32B $-367M $-45M $-100M $-436M $-499M $-237M $-488M
Financing Cash Flow 12-point trend, +641.8% $558M $-301M $-172M $-1.15B $-1.68B $-607M $-660M $-237M $-307M $-36M $900.0K $-103M
Net Change in Cash 12-point trend, -383.9% $-18M $26M $-18M $35M $-509M $527M $-7M $-22M $6M $-13M $-1M $6M
Taxes Paid 12-point trend, +31.3% $296M $149M $301M $482M $458M $190M $108M $210M $127M $266M $279M $225M
Free Cash Flow 12-point trend, -171.6% $-198M $-14M $314M $1.34B $1.41B $1.05B $500M $124M $230M $272M $260M $276M
Lucratividade 8
Dados anuais de Lucratividade para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +14.5% 17.9% 17.9% 19.0% 19.5% 19.2% 17.5% 16.5% 15.9% 15.6% 15.3% 15.6% 15.6%
Operating Margin 12-point trend, +4.4% 4.5% 4.9% 6.1% 7.5% 7.4% 2.8% 3.9% 3.6% 3.9% 4.1% 4.2% 4.3%
Net Margin 12-point trend, +7.3% 2.4% 2.6% 3.8% 5.1% 5.3% 1.9% 2.1% 1.8% 2.0% 2.0% 2.1% 2.2%
Pretax Margin 12-point trend, -10.4% 3.2% 3.4% 5.0% 6.8% 7.0% 2.7% 2.9% 2.5% 3.0% 3.2% 3.5% 3.6%
EBITDA Margin 12-point trend, +4.4% 4.5% 4.9% 6.1% 7.5% 7.4% 2.8% 3.9% 3.6% 3.9% 4.1% 4.2% 4.3%
ROA 12-point trend, -7.6% 4.7% 5.5% 9.3% 14.5% 14.6% 3.7% 4.2% 3.8% 4.3% 4.4% 4.9% 5.1%
ROE 12-point trend, +33.2% 27.0% 28.7% 46.9% 64.0% 58.0% 11.6% 14.6% 14.8% 18.6% 18.5% 20.0% 20.3%
ROIC 12-point trend, +46.9% 35.8% 31.9% 47.1% 72.5% 53.2% 12.1% 18.2% 17.4% 21.3% 16.8% 18.2% 24.4%
Liquidez e Solvência 3
Dados anuais de Liquidez e Solvência para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -18.6% 0.8 0.7 0.8 0.9 0.9 1.0 0.9 0.9 0.9 0.8 0.9 1.0
Quick Ratio 12-point trend, -41.0% 0.1 0.1 0.1 0.2 0.2 0.3 0.1 0.1 0.2 0.2 0.2 0.2
Debt / Equity 11-point trend, -66.5% 0.1 0.3 0.2 0.0 0.1 0.0 0.1 0.2 0.1 0.4 0.3 ·
Eficiência 3
Dados anuais de Eficiência para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -13.9% 2.0 2.1 2.4 2.8 2.7 2.0 2.0 2.0 2.1 2.2 2.3 2.3
Inventory Turnover 12-point trend, +19.1% 6.7 6.9 8.6 11.1 9.4 5.7 5.1 5.1 5.3 5.1 5.4 5.6
Receivables Turnover 12-point trend, +53.6% 37.7 34.9 38.6 46.0 45.5 32.4 31.2 27.4 20.1 22.3 24.2 24.5
Por Ação 5
Dados anuais de Por Ação para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +263.7% $66.51 $63.01 $53.16 $43.02 $37.97 $38.75 $35.41 $30.18 $25.87 $22.94 $21.20 $18.29
Revenue / Share 12-point trend, +351.3% $725.23 $654.41 $600.20 $475.93 $344.59 $229.88 $235.75 $234.53 $219.29 $208.18 $183.16 $160.71
Cash Flow / Share 12-point trend, -28.0% $2.94 $7.69 $16.12 $29.42 $21.70 $13.61 $8.50 $5.60 $5.50 $4.97 $4.45 $4.08
Cash / Share 12-point trend, +150.2% $1.66 $1.53 $1.46 $1.53 $0.96 $6.82 $0.47 $0.54 $0.76 $0.64 $0.67 $0.67
EPS (TTM) 12-point trend, +384.1% $17.04 $16.92 $22.74 $24.29 $18.31 $4.30 $4.97 $4.34 $4.43 $4.15 $3.89 $3.52
Taxas de Crescimento 9
Dados anuais de Taxas de Crescimento para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -87.9% 3.2% -0.68% -0.13% 4.4% 26.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -91.9% 0.79% 1.2% 9.7% · · · · · · · · ·
Revenue CAGR 5Y 6.3% · · · · · · · · · · ·
EPS YoY 5-point trend, -99.8% 0.71% -25.6% -6.4% 32.7% 325.8% · · · · · · ·
EPS CAGR 3Y 3-point trend, -115.0% -11.2% -2.6% 74.2% · · · · · · · · ·
EPS CAGR 5Y 31.7% · · · · · · · · · · ·
Net Income YoY 5-point trend, -102.4% -6.2% -32.2% -25.9% 0.32% 259.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -157.1% -22.2% -20.4% 38.8% · · · · · · · · ·
Net Income CAGR 5Y 11.2% · · · · · · · · · · ·
Avaliação (TTM) 14
Dados anuais de Avaliação (TTM) para AN
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +44.6% $27.63B $26.77B $26.95B $26.98B $25.84B $20.39B $21.34B $21.41B $21.53B $21.61B $20.86B $19.11B
Net Income TTM 12-point trend, +55.0% $649M $692M $1.02B $1.38B $1.37B $382M $450M $396M $435M $430M $443M $419M
Market Cap 12-point trend, +6.2% $7.27B $6.62B $6.25B $5.11B $7.31B $5.83B $4.34B $3.21B $4.70B $4.90B $6.61B $6.84B
Enterprise Value 11-point trend, +3.8% $7.41B $7.19B $6.63B $5.08B $7.59B $5.26B $4.47B $3.79B $4.96B $5.78B $7.14B ·
P/E 12-point trend, -29.4% 12.1 10.0 6.6 4.4 6.4 16.2 9.8 8.2 11.6 11.7 15.3 17.2
P/S 12-point trend, -26.6% 0.3 0.2 0.2 0.2 0.3 0.3 0.2 0.2 0.2 0.2 0.3 0.4
P/B 12-point trend, -6.0% 3.1 2.7 2.8 2.5 3.1 1.8 1.4 1.2 2.0 2.1 2.8 3.3
P / Tangible Book 3-point trend, +1664.6% · 67.2 · · 18.4 3.8 · · · · · ·
P / Cash Flow 12-point trend, +360.3% 65.0 21.0 8.6 3.1 4.5 4.8 5.6 6.3 8.7 9.5 13.0 14.1
P / FCF 12-point trend, -248.3% -36.8 -480.0 19.9 3.8 5.2 5.5 8.7 25.9 20.4 18.0 25.5 24.8
EV / EBITDA 11-point trend, -26.9% 6.0 5.5 4.0 2.5 4.0 9.3 5.4 4.9 5.9 6.5 8.2 ·
EV / FCF 11-point trend, -236.5% -37.5 -521.3 21.1 3.8 5.4 5.0 8.9 30.6 21.6 21.3 27.5 ·
EV / Revenue 11-point trend, -21.6% 0.3 0.3 0.2 0.2 0.3 0.3 0.2 0.2 0.2 0.3 0.3 ·
Earnings Yield 12-point trend, +41.5% 8.2% 10.0% 15.1% 22.6% 15.7% 6.2% 10.2% 12.2% 8.6% 8.5% 6.5% 5.8%

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $27.63B$26.77B$26.95B$26.98B$25.84B
Margem Bruta % 17.9%17.9%19.0%19.5%19.2%
Margem Operacional % 4.5%4.9%6.1%7.5%7.4%
Lucro líquido $649M$692M$1.02B$1.38B$1.37B
EPS Diluído $17.04$16.92$22.74$24.29$18.31
Balanço Patrimonial
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dívida / Patrimônio Líquido 0.10.30.20.00.1
Índice de liquidez corrente 0.80.70.80.90.9
Índice de Liquidez Seca 0.10.10.10.20.2
Fluxo de Caixa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fluxo de caixa livre $-198M$-14M$314M$1.34B$1.41B

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Investidores institucionais (13F) 541 declarantes · $3.0B 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.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
64 (-4 vs trimestre anterior) 60 (-9 vs trimestre anterior) 149 (-20 vs trimestre anterior) 192 (+13 vs trimestre anterior) +2.0M

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
Brave Warrior Advisors, LLC $283.166.998 1.524.124 9,52% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $262.239.984 1.411.486 8,82% Ações
DIMENSIONAL FUND ADVISORS LP $255.721.542 1.376.402 8,60% Ações
VANGUARD CAPITAL MANAGEMENT LLC $253.201.858 1.362.839 8,51% Ações
STATE STREET CORP $161.416.396 868.811 5,43% Ações
Alyeska Investment Group, L.P. $134.163.790 722.126 4,51% Ações
GEODE CAPITAL MANAGEMENT, LLC $70.965.020 381.848 2,39% Ações
LYRICAL ASSET MANAGEMENT LP $66.962.060 360.418 2,25% Ações
GAMCO INVESTORS, INC. ET AL $58.898.774 317.018 1,98% Ações
NORGES BANK $57.184.676 307.792 1,92% Ações
D. E. Shaw & Co., Inc. $56.303.474 303.049 1,89% Ações
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $54.369.586 292.640 1,83% Ações
GABELLI FUNDS LLC $43.354.097 233.350 1,46% Ações
Simcoe Capital Management, LLC $42.038.703 226.270 1,41% Ações
HORIZON KINETICS ASSET MANAGEMENT LLC $39.557.879 212.917 1,33% Ações
VANGUARD GROUP INC $35.491.434 171.888 1,19% Ações
FMR LLC $34.174.398 183.941 1,15% Ações
WEDGE CAPITAL MANAGEMENT L L P/NC $33.751.472 172.854 1,13% Ações
GREATMARK INVESTMENT PARTNERS, INC. $31.203.988 167.953 1,05% Ações
VANGUARD FIDUCIARY TRUST CO $30.476.248 164.036 1,02% Ações
AMERICAN CENTURY COMPANIES INC $27.145.591 146.109 0,91% Ações
FULLER & THALER ASSET MANAGEMENT, INC. $26.870.078 144.626 0,90% Ações
Gotham Asset Management, LLC $25.764.057 138.673 0,87% Ações
Allianz Asset Management GmbH $24.662.508 132.744 0,83% Ações
PRUDENTIAL FINANCIAL INC $22.325.270 120.164 0,75% Ações
GOLDMAN SACHS GROUP INC $21.526.187 115.863 0,72% Ações
Qube Research & Technologies Ltd $21.052.236 113.312 0,71% Ações
Covalis Capital LLP $20.862.545 112.291 0,70% Ações
BANK OF AMERICA CORP /DE/ $20.441.731 110.026 0,69% Ações
Quantinno Capital Management LP $16.641.578 89.571 0,56% Ações
BNP PARIBAS FINANCIAL MARKETS $15.770.041 84.881 0,53% Ações
Squarepoint Ops LLC $15.184.617 81.730 0,51% Ações
RHUMBLINE ADVISERS $14.620.312 78.693 0,49% Ações
PRIVATE MANAGEMENT GROUP INC $14.469.139 77.879 0,49% Ações
ADAGE CAPITAL PARTNERS GP, L.L.C. $13.934.250 75.000 0,47% Ações
BlackRock, Inc. $13.823.148 74.402 0,46% Ações
Woodline Partners LP $13.563.599 73.005 0,46% Ações
Schonfeld Strategic Advisors LLC $13.357.370 71.895 0,45% Ações
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13.341.580 71.810 0,45% Ações
BARCLAYS PLC $13.039.672 70.185 0,44% Ações
Retirement Systems of Alabama $12.554.388 67.573 0,42% Ações
ALLIANCEBERNSTEIN L.P. $12.258.618 62.781 0,41% Ações
Brandywine Global Investment Management, LLC $11.824.903 57.269 0,40% Ações
Mountain Lake Investment Management LLC $10.823.568 58.257 0,36% Ações
PRINCIPAL FINANCIAL GROUP INC $10.535.965 56.709 0,35% Ações
California Public Employees Retirement System $9.951.841 53.565 0,33% Ações
Mitsubishi UFJ Trust & Banking Corp $9.653.463 51.959 0,32% Ações
Swiss National Bank $9.605.343 51.700 0,32% Ações
AMERIPRISE FINANCIAL INC $9.102.781 48.995 0,31% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8.843.604 47.600 0,30% Opção de venda
INVESTMENT HOUSE LLC $8.486.887 45.680 0,29% Ações
ING GROEP NV $8.348.659 44.936 0,28% Ações
LPL Financial LLC $8.047.011 43.312 0,27% Ações
Mariner, LLC $7.421.097 39.940 0,25% Ações
Engineers Gate Manager LP $7.316.224 39.379 0,25% Ações
CHILTON INVESTMENT CO INC. $6.960.251 37.463 0,23% Ações
STATE OF WISCONSIN INVESTMENT BOARD $6.839.116 36.811 0,23% Ações
FIRST TRUST ADVISORS LP $6.754.395 36.355 0,23% Ações
MERCER GLOBAL ADVISORS INC /ADV $6.753.480 36.350 0,23% Ações
STOREBRAND ASSET MANAGEMENT AS $6.617.840 35.620 0,22% Ações
CITADEL ADVISORS LLC $6.610.222 35.579 0,22% Ações
Susquehanna Portfolio Strategies, LLC $6.551.699 35.264 0,22% Ações
S.A.C. Capital Advisors (Hong Kong) Ltd. $6.340.101 28.981 0,21% Ações
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $6.238.166 31.948 0,21% Ações
Nuveen Asset Management, LLC $6.185.063 36.417 0,21% Ações
TWO SIGMA INVESTMENTS, LP $5.827.489 31.366 0,20% Ações
RAYMOND JAMES FINANCIAL INC $5.724.654 30.813 0,19% Ações
Numerai GP LLC $5.527.996 29.754 0,19% Ações
Cubist Systematic Strategies, LLC $5.391.809 24.646 0,18% Ações
INTECH INVESTMENT MANAGEMENT LLC $5.294.273 28.496 0,18% Ações
Nuveen, LLC $5.275.135 28.393 0,18% Ações
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $5.221.256 28.103 0,18% Ações
JB Capital LLC $5.211.423 28.050 0,18% Ações
Livforsakringsbolaget Skandia, Omsesidigt $5.203.679 26.650 0,17% Ações
VOLORIDGE INVESTMENT MANAGEMENT, LLC $4.947.402 26.629 0,17% Ações
IEQ CAPITAL, LLC $4.849.491 26.102 0,16% Ações
Garner Asset Management Corp $4.749.907 24.751 0,16% Ações
VANGUARD ASSET MANAGEMENT, Ltd $4.745.077 25.540 0,16% Ações
HCR Wealth Advisors $4.517.205 24.313 0,15% Ações
PECAUT & CO. $4.379.070 23.570 0,15% Ações
Hudson Bay Capital Management LP $4.213.903 22.681 0,14% Ações
NEUBERGER BERMAN GROUP LLC $4.199.049 22.601 0,14% Ações
Universal- Beteiligungs- und Servicegesellschaft mbH $4.160.395 22.393 0,14% Ações
Campbell & CO Investment Adviser LLC $4.081.435 21.968 0,14% Ações
CONSCIOUS WEALTH INVESTMENTS, LLC $4.072.895 20.521 0,14% Ações
FIFTH THIRD BANCORP $3.930.272 21.154 0,13% Ações
Dana Investment Advisors, Inc. $3.886.169 20.917 0,13% Ações
Prosperitas Financial LLC $3.766.864 19.292 0,13% Ações
Vanguard Global Advisers, LLC $3.753.330 20.202 0,13% Ações
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $3.672.325 19.766 0,12% Ações
MMCAP International Inc. SPC $3.663.407 19.718 0,12% Ações
EVOLVE PRIVATE WEALTH, LLC $3.600.610 19.380 0,12% Ações
Grove Bank & Trust $3.530.010 19.000 0,12% Ações
Trexquant Investment LP $3.493.038 18.801 0,12% Ações
MANUFACTURERS LIFE INSURANCE COMPANY, THE $3.473.716 18.697 0,12% Ações
CWM, LLC $3.312.976 16.967 0,11% Ações
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3.294.953 22.081 0,11% Ações
CITADEL ADVISORS LLC $3.269.904 17.600 0,11% Opção de venda
Bridgewater Associates, LP $3.207.664 17.265 0,11% Ações
HITE Hedge Asset Management LLC $3.157.315 16.994 0,11% Ações

Executivos da empresa 59 insiders · 30 diretores · 27 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Michael Mark Manley CEO and Director 1 de Março de 2026 A 151.586 0 0 $0
Michael J Jackson CEO and Director 25 de Outubro de 2021 M 115.285 0 0 $0
Cheryl Scully CEO and President, Director 1 de Março de 2020 M 40.383 0 0 $0
Carl C Liebert III CEO and President 15 de Maio de 2019 P 2.575 0 0 $0
Joseph T Lower EVP & CFO 31 de Julho de 2023 S 16.075 0 0 $0
Michael J Short EVP and CFO 2 de Dezembro de 2013 A 26.579 0 0 $0
Craig T Monaghan EVP, CFO 7 de Agosto de 2006 M 10.000 0 0 $0
James R Bender President and COO 1 de Março de 2022 M 28.090 0 0 $0
Michael E Maroone Director, President and COO 11 de Dezembro de 2014 S 1.311.147 0 0 $0
Jeff Parent COO 1 de Março de 2026 A 4.161 0 0 $0
Gianluca Camplone COO, AN Parts & EVP, Bus Dev 1 de Março de 2026 A 33.340 0 0 $0
David L Koehler COO, Non-Franchised Business 1 de Março de 2025 A 15.919 0 0 $0
Steve Kwak COO Franchised Business 8 de Março de 2023 M 7.955 0 0 $0
Lance E Iserman EVP, Sales & COO 1 de Junho de 2018 F 5.583 0 0 $0
William R Berman EVP and COO 8 de Junho de 2016 S 1.814 0 0 $0
Kimberly Dees SVP & CAO 5 de Maio de 2026 S 1.456 0 1 $-512.250
Coleman C Edmunds EVP, Gen Counsel & Corp Sec 1 de Março de 2026 A 30.521 0 0 $0
Lisa Esparza EVP and CHIEF HR OFFICER 1 de Março de 2025 A 1.629 0 0 $0
Marc G Cannon EVP & Chief Cust Exp Officer 9 de Março de 2023 S 18.279 0 0 $0
Christopher Cade SVP and CAO 12 de Dezembro de 2022 F 0 0 0 $0
Scott H Arnold EVP-Cust Care/Brand Extensions 1 de Março de 2019 M 9.248 0 0 $0
Thomas M Conophy EVP and CTO 31 de Outubro de 2018 F 8.410 0 0 $0
Donna L Parlapiano EVP, Franchise Ops/M&A/RE 1 de Junho de 2018 F 13.249 0 0 $0
Dennis G Berger EVP & CHIEF HR OFFICER 2 de Abril de 2018 A 0 0 $0
Jonathan P Ferrando EVP - GC, Corp Dev & HR 16 de Março de 2017 S 33.000 0 0 $0
Alan J Mclaren SVP, Customer Care 31 de Julho de 2015 M 15.801 0 0 $0
Michael J Stephan VP - Corporate Controller 2 de Março de 2015 A 4.597 0 0 $0
Kevin P Westfall SVP - Sales 1 de Setembro de 2011 A 8.598 0 0 $0
Alex J Mcallister VP - Corporate Controller 12 de Fevereiro de 2007 M 0 0 0 $0
Peter C Smith SVP - Human Resources 3 de Novembro de 2003 M 1.457 0 0 $0
Jacqueline A Travisano Conselheiro 2 de Janeiro de 2026 A 8.889 0 0 $0
Norman K. Jenkins Conselheiro 2 de Janeiro de 2026 A 12.560 0 0 $0
Claire M. Bennett Conselheiro 2 de Janeiro de 2026 A 2.707 0 0 $0
George Lawrence Mikan III Conselheiro 2 de Janeiro de 2026 A 22.170 0 0 $0
David B Edelson Conselheiro 2 de Janeiro de 2026 A 51.500 0 0 $0
Robert R Grusky Conselheiro 2 de Janeiro de 2026 A 47.302 0 0 $0
Rick L Burdick Conselheiro 2 de Janeiro de 2026 A 22.434 0 0 $0
Steven L Gerard Conselheiro 3 de Janeiro de 2022 A 11.973 0 0 $0
Thomas J Baltimore Jr Conselheiro 4 de Janeiro de 2021 A 8.781 0 0 $0
Kaveh Khosrowshahi Conselheiro 2 de Janeiro de 2019 A 21.030 0 0 $0
Tomago Collins Conselheiro 2 de Janeiro de 2019 A 26.030 0 0 $0
Alison H Rosenthal Conselheiro 2 de Janeiro de 2019 A 31.030 0 0 $0
Karen C Francis Conselheiro 2 de Janeiro de 2018 A 10.337 0 0 $0
Michael Larson Conselheiro 2 de Janeiro de 2018 A 27.096 0 0 $0
Robert J Brown Conselheiro 4 de Janeiro de 2016 A 14.459 0 0 $0
Carlos A Migoya Conselheiro 2 de Janeiro de 2015 A 25.150 0 0 $0
William C Crowley Conselheiro 1 de Março de 2013 A 0 0 0 $0
Kim C Goodman Conselheiro 4 de Janeiro de 2010 A 4.375 0 0 $0
Irene B Rosenfeld Conselheiro 23 de Fevereiro de 2007 M 8.000 0 0 $0
BRYAN J P Conselheiro 3 de Janeiro de 2006 A 0 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Ativistas e proprietários de 5%+ 18 participações

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
Cascade Investment, L.L.C., William H. Gates III ×31 declarações 5 de Maio de 2026 21,10% Emenda SEC
AutoNation, Inc., Auto Holdings, LLC ×3 declarações 21 de Janeiro de 2026 0,00% Emenda SEC
ESL Partners, L.P., RBS Partners, L.P., ESL Investments, Inc., The Lampert Foundation, Edward S. Lampert ×56 declarações 8 de Setembro de 2025 4,60% Emenda SEC
ESL Partners, L.P. (2), ESL Investors, L.L.C. (2), SPE II Partners, LP (2), SPE Master II, LP (2), RBS Partners, L.P. (2), ESL Institutional Partners, L.P. (2), RBS Investment Management, L.L.C. (2), CBL Partners, L.P. (2), ESL Investments, Inc. (2), Edward S. Lampert (2) 28 de Novembro de 2012 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 26 de Março de 2007 Declaração inicial Campanha no conselho SEC
ESL Partners, L.P., a Delaware limited partnership, ESL Institutional Partners, L.P., a Delaware limited partnership, ESL Investors, L.L.C., a Delaware limited liability company, ESL Investments, Inc., a Delaware corporation, CBL Partners, L.P., a Delaware limited partnership, Tynan, LLC, a Delaware limited liability company, ESL Investment Management, L.P., a Delaware limited partnership, RBS Partners, L.P., a Delaware limited partnership, RBS Investment Management, LLC, a Delaware limited liability company, Edward S. Lampert, William C. Crowley ×4 declarações 28 de Fevereiro de 2007 Declaração inicial Campanha no conselho SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 10 de Maio de 2006 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 20 de Abril de 2006 Declaração inicial M&A / venda SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 7 de Março de 2006 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 3 de Julho de 2003 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 4 de Junho de 2002 Declaração inicial Investimento passivo SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 30 de Janeiro de 2002 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 19 de Novembro de 2001 Declaração inicial Investimento passivo SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 7 de Novembro de 2001 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 7 de Novembro de 2001 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 109 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
XMVM · Invesco Exchange-Traded Fund Trust 1,99% 48.300 SH 8 de Agosto de 2026 Diário
RWK · Invesco Exchange-Traded Fund Trust … 1,17% 75.691 SH 8 de Agosto de 2026 Diário
RFV · Invesco Exchange-Traded Fund Trust 1,13% 18.333 SH 8 de Agosto de 2026 Diário
RETL · Direxion Shares ETF Trust 1,10% 1.636 NS 30 de Abril de 2026 N-PORT
FXD · First Trust Exchange-Traded AlphaDE… 0,90% 11.189 NS 30 de Abril de 2026 N-PORT
TAX · EA Series Trust 0,86% 1.165 NS 29 de Maio de 2026 N-PORT
PAMC · Pacer Funds Trust 0,60% 1.769 NS 30 de Abril de 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,46% 4.663 NS 30 de Abril de 2026 N-PORT
MILN · Global X Funds 0,39% 2.004 NS 31 de Maio de 2026 N-PORT
SMDX · Tidal Trust III 0,35% 2.043 NS 30 de Abril de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,34% 221.211 NS 30 de Abril de 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,32% 6.622 NS 30 de Abril de 2026 N-PORT
IJJ · iShares Trust 0,30% 127.650 SH 8 de Agosto de 2026 Diário
FNX · First Trust Exchange-Traded AlphaDE… 0,30% 18.637 NS 30 de Abril de 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,27% 21.551 SH 8 de Agosto de 2026 Diário
IQSM · New York Life Investments ETF Trust 0,24% 3.584 NS 30 de Abril de 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,23% 323 NS 31 de Março de 2026 N-PORT
MIDE · DBX ETF Trust 0,20% 35 NS 29 de Maio de 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,19% 15.903 SH 8 de Agosto de 2026 Diário
FBCV · FIDELITY COVINGTON TRUST 0,18% 1.354 NS 30 de Abril de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 17.637 NS 30 de Abril de 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 5.829 NS 30 de Abril de 2026 N-PORT
XJH · iShares Trust 0,17% 3.387 SH 8 de Agosto de 2026 Diário
PTMC · Pacer Funds Trust 0,16% 2.988 NS 30 de Abril de 2026 N-PORT
ISCV · iShares Trust 0,16% 5.332 SH 8 de Agosto de 2026 Diário
AVMV · AMERICAN CENTURY ETF TRUST 0,16% 5.322 NS 31 de Maio de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,16% 106.047 NS 30 de Abril de 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,16% 3.363 SH 8 de Agosto de 2026 Diário
EBI · RBB Fund Trust 0,16% 5.557 NS 31 de Maio de 2026 N-PORT
GMOV · GMO ETF Trust 0,16% 767 NS 31 de Maio de 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,16% 4.562 NS 30 de Abril de 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0,16% 190.000 8 de Agosto de 2026 Diário
FSMD · FIDELITY COVINGTON TRUST 0,15% 17.027 NS 30 de Abril de 2026 N-PORT
IJH · iShares Trust 0,15% 866.665 SH 8 de Agosto de 2026 Diário
BSCT · Invesco Exchange-Traded Self-Indexe… 0,14% 4.136.000 8 de Agosto de 2026 Diário
FAB · First Trust Exchange-Traded AlphaDE… 0,14% 900 NS 30 de Abril de 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0,13% 3.582.000 8 de Agosto de 2026 Diário
VBR · VANGUARD INDEX FUNDS 0,13% 462.808 SH 8 de Agosto de 2026 Diário
VFVA · VANGUARD WELLINGTON FUND 0,13% 5.898 SH 8 de Agosto de 2026 Diário
IVOO · VANGUARD ADMIRAL FUNDS 0,13% 40.495 SH 8 de Agosto de 2026 Diário
VCR · VANGUARD WORLD FUND 0,13% 49.135 SH 8 de Agosto de 2026 Diário
FDIS · FIDELITY COVINGTON TRUST 0,12% 10.129 NS 30 de Abril de 2026 N-PORT
ESML · iShares Trust 0,12% 16.179 SH 8 de Agosto de 2026 Diário
IEDI · iShares U.S. ETF Trust 0,11% 155 SH 8 de Agosto de 2026 Diário
AVLV · AMERICAN CENTURY ETF TRUST 0,11% 78.317 NS 31 de Maio de 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 10.552 NS 30 de Abril de 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,11% 431 NS 30 de Abril de 2026 N-PORT
MVV · ProShares Trust 0,11% 900 NS 31 de Maio de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,10% 125.300 NS 31 de Maio de 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,09% 70.408 NS 31 de Maio de 2026 N-PORT