CMS CMS Energy Corporation Common Stock
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CMS Energy Corporation is an American energy company based in Jackson, Michigan, that is focused principally on utility operations in Michigan. Its principal business is Consumers Energy, a public utility that provides electricity and natural gas to more than 6 million of Michigan's 10 million residents. Its non-utility businesses are focused primarily on domestic independent power production. Consumers Energy has operated since 1886.
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CMS Energy Corporation is an American energy company based in Jackson, Michigan, that is focused principally on utility operations in Michigan. Its principal business is Consumers Energy, a public utility that provides electricity and natural gas to more than 6 million of Michigan's 10 million residents. Its non-utility businesses are focused primarily on domestic independent power production. Consumers Energy has operated since 1886.
NorthStar Clean Energy's primary businesses are independent power production and natural gas transmission.
History
CMS Energy was formed in 1987 as a holding company with its principal subsidiaries as Consumers Energy and NorthStar Clean Energy. On October 23, 1987, CMS Energy became a publicly owned company and was listed at the New York Stock Exchange. The company's history dates back to 1886, when William Augustine Foote and Samuel Jarvis initially approached Jackson, Michigan officials and asked them to support efforts to illuminate Jackson's downtown with electric arc lights. They formed a company, Jackson Electric Light Works in 1888. In 1889, they built a hydro plant project at the Trowbridge Dam on the Kalamazoo River in Allegan. Foote, after seeing some early success, began consolidating his small power companies and formed Commonwealth Power Company.
In 1907, Foote and Jarvis built Croton Hydro project on the Muskegon River, the first project in the world that could transmit 110,000 volts of electricity. In 1920, Foote and Jarvis offered preferred shares of their company to the public to secure sufficient financing to enter other energy and power generation sectors. Over the next decades the company built several coal-fired, natural gas, nuclear and electric facilities. In 1946, the company formed a strategic partnership with Panhandle Company to convert former natural gas fields to underground natural gas storage areas. CMS Energy's primary subsidiary, Consumers Energy, announced Michigan's first nuclear power plant in 1961, Big Rock Point in Charlevoix, Michigan.
The company announced another nuclear plant, Palisades Nuclear Generating Station on Lake Michigan, which first produced electricity in December, 1971 to serve 400,000 people a day. CMS Energy owned the plant until 2006, when it was sold to Entergy. It then announced a gas reforming plant to furnish heat for Michigan homes in 1971. This plant was the first of its kind in North America to produce synthetic gas, converting impure liquid petroleum into pipeline-quality natural gas.
In 1987, CMS Energy, a holding company with its principal subsidiaries as Consumers Power and CMS Enterprises was formed. Consumers Power was rebranded Consumers Energy in 1997. The firm was one of the first companies to introduce an online billing system in the late 1990s.
In 2001, the firm entered into an exploration agreement with Eritrea for oil exploration in the Dismin Block of the Red Sea.
In 2002, CMS Energy founded EnerBank USA.
In 2003, the firm moved its headquarters to One Energy Plaza in Jackson, Michigan. In 2007, the company announced plans to invest $6 billion in Michigan's energy future to support new power plant technology and identify new energy sources. In 2014, Consumers Energy opened Cross Winds Energy Park in Michigan's Tuscola County and signed a contract with General Electric to supply 621.79-kilowatt wind turbine engines for the project which has a total generating capacity of 105 megawatts.
Oct 1, 2021, CMS Energy Completes Sale of EnerBank USA to Regions Bank.
On Nov 1st 2022, CMS Enterprises changes name to NorthStar Clean Energy as it begins to serve more corporate clients.
Sustainability and Environment
In 2015, 9 percent of CMS Energy's power comes from renewable energy sources. Primary CMS Energy subsidiary Consumers Energy joined the Wildlife Habitat Council as an active member. By 2007, all power facilities received the Clean Corporate Citizen award from the Michigan Department of Environmental Quality.
Awards
Consumers Energy, CMS Energy's primary subsidiary, was named Energy Star Partner of the Year in 2014 and 2015 for excellence in sustainable energy efficiency programs. In 2014, Consumers Energy was ranked among the top 15 most sustainable energy providers. Later that year, CMS Energy received Edison Electric Institute's Index Award for top cumulative shareholder return in the small cap category. The firm received the 2015 Emergency Recovery Award for its electricity restoration efforts during the December 2013 North American storm complex.
Criticism
In December 2011, the non-partisan organization Public Campaign criticized CMS Energy for spending $3.48 million on lobbying and not paying any taxes during 2008-2010, instead getting $29 million in tax rebates, despite making a profit of $415 million, and increasing executive pay by 79% to $900.4 million in 2010 for its top 5 executives.
Philanthropy
CMS Energy has helped establish and finance numerous research, educational and cultural institutes in the United States. Consumers Energy was given the William Booth Award in 2013 by The Salvation Army in recognition of its long history of philanthropic activities and leadership for the PeopleCare assistance program.
CMS Energy participates in internship and cooperative education programs to build career opportunities in Michigan. Consumers Energy has also worked on early childhood development and education in Michigan and has also received Wildlife Habitat Council (WHC) compliant certificates for its efforts to promote environmental education.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
CMS Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
CMS 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 |
|---|---|
| 7 de Agosto de 2026 | $0,5700 |
| 8 de Maio de 2026 | $0,5700 |
| 17 de Fevereiro de 2026 | $0,5700 |
| 7 de Novembro de 2025 | $0,5430 |
| 8 de Agosto de 2025 | $0,5430 |
| 9 de Maio de 2025 | $0,5430 |
| 14 de Fevereiro de 2025 | $0,5430 |
| 13 de Novembro de 2024 | $0,5150 |
| 2 de Agosto de 2024 | $0,5150 |
| 14 de Maio de 2024 | $0,5150 |
| 9 de Fevereiro de 2024 | $0,5150 |
| 2 de Novembro de 2023 | $0,4880 |
| 3 de Agosto de 2023 | $0,4880 |
| 4 de Maio de 2023 | $0,4880 |
| 10 de Fevereiro de 2023 | $0,4880 |
| 3 de Novembro de 2022 | $0,4600 |
| 4 de Agosto de 2022 | $0,4600 |
| 5 de Maio de 2022 | $0,4600 |
| 10 de Fevereiro de 2022 | $0,4600 |
| 4 de Novembro de 2021 | $0,4350 |
CMS Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 3 13,6%
- Compra 9 40,9%
- Manter 10 45,5%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
12 analistas · 2026-08-24Histórico 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 | $0.37 | $0.36 | 0.01% |
| 31 de Março de 2026 | $1.13 | $1.11 | 0.02% |
| 31 de Dezembro de 2025 | $0.94 | $0.95 | -0.01% |
| 30 de Setembro de 2025 | $0.93 | $0.85 | 0.08% |
| 30 de Junho de 2025 | $0.71 | $0.70 | 0.01% |
| 31 de Março de 2025 | $1.02 | $1.02 | -0.00% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| CMS | $21.43B | 19.8 | 13.6% | 12.5% | 12.3% | — |
| PEG | $39.99B | 19.0 | 18.2% | 17.3% | 12.6% | — |
| WEC | $34.32B | 21.9 | 14.0% | 15.9% | 11.2% | — |
| AEE | $27.60B | 18.7 | 15.4% | 16.6% | 11.5% | — |
| DTE | — | — | — | — | — | — |
| CNP | $25.03B | 24.0 | 8.3% | 11.2% | 9.5% | — |
| NI | $19.98B | 21.4 | 23.5% | 14.2% | 10.2% | — |
| BKH | $5.24B | 17.4 | 8.6% | 12.6% | 8.0% | — |
| NWE | $3.96B | 22.0 | 6.4% | 11.2% | 6.3% | — |
| AVA | $3.17B | 16.2 | 1.3% | 9.8% | 7.3% | — |
| NWE | $3.96B | 22.0 | 6.4% | 11.2% | 6.3% | — |
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 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.54B | $7.51B | $7.46B | $8.60B | $7.33B | $6.42B | $6.62B | $6.87B | $6.58B | $6.40B | $6.46B | $7.18B | |
| Operating Expenses | $6.81B | $6.03B | $6.23B | $7.37B | $6.18B | $5.19B | $5.51B | $5.71B | $5.25B | $5.14B | $5.28B | $6.03B | |
| Operating Income | $1.73B | $1.49B | $1.24B | $1.22B | $1.15B | $1.23B | $1.11B | $1.16B | $1.34B | $1.26B | $1.18B | $1.15B | |
| Interest Expense | · | · | $643M | $519M | $500M | $505M | $460M | $458M | $438M | $435M | $396M | $407M | |
| Other Non-op | $310M | $344M | $362M | $197M | $177M | $84M | $109M | $70M | $-14M | $5M | $14M | $-16M | |
| Pretax Income | $1.25B | $1.12B | $954M | $902M | $823M | $809M | $764M | $774M | $886M | $826M | $796M | $729M | |
| Income Tax | $246M | $176M | $147M | $93M | $95M | $115M | $131M | $115M | $424M | $273M | $271M | $250M | |
| Net Income | $1.07B | $1.00B | $887M | $837M | $1.35B | $755M | $680M | $657M | $460M | $551M | $523M | $477M | |
| EPS (Basic) | $3.53 | $3.34 | $3.01 | $2.85 | $4.66 | $2.65 | $2.40 | $2.33 | $1.64 | $1.99 | $1.90 | $1.76 | |
| EPS (Diluted) | $3.53 | $3.33 | $3.01 | $2.85 | $4.66 | $2.64 | $2.39 | $2.32 | $1.64 | $1.98 | $1.89 | $1.74 | |
| Shares (Basic) | 300,400,000 | 297,600,000 | 291,200,000 | 289,500,000 | 289,000,000 | 285,000,000 | 283,000,000 | · | · | · | · | · | |
| Shares (Diluted) | 301,000,000 | 298,300,000 | 291,700,000 | 290,000,000 | 289,500,000 | 286,300,000 | 284,300,000 | 282,900,000 | 280,800,000 | 278,900,000 | 276,500,000 | 274,600,000 | |
| EBITDA | $3.03B | $2.73B | $2.42B | $2.35B | $2.26B | $2.41B | $2.23B | $2.10B | $2.22B | $2.11B | $1.91B | $1.84B |
Balanço Patrimonial 22
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $509M | $103M | $227M | $164M | $452M | $32M | $140M | $153M | $182M | $235M | $266M | $207M | |
| Receivables | · | · | · | $1.56B | $931M | $853M | $886M | $964M | $1.03B | $821M | $774M | $881M | |
| Other Current Assets | $160M | $103M | $80M | $113M | $139M | $104M | $86M | $101M | $83M | $81M | $77M | $72M | |
| Current Assets | $3.47B | $2.79B | $2.84B | $3.43B | $2.63B | $2.40B | $2.33B | $2.47B | $2.48B | $2.28B | $2.32B | $2.60B | |
| PP&E (Net) | $30.68B | $27.46B | $25.07B | $22.71B | $22.35B | $21.02B | $18.93B | $18.13B | $16.76B | $15.71B | $14.71B | $13.41B | |
| Accum. Depreciation | $10.13B | $9.57B | $9.01B | $8.96B | $8.50B | $7.94B | $7.36B | $7.04B | $6.51B | $6.06B | $5.75B | $5.42B | |
| Other Non-current Assets | $398M | $384M | $357M | $310M | $264M | $823M | $739M | $478M | $799M | $353M | $343M | $352M | |
| Total Assets | $39.94B | $35.92B | $33.52B | $31.35B | $28.75B | $29.67B | $26.84B | $24.53B | $23.05B | $21.62B | $20.30B | $19.14B | |
| Accounts Payable | · | · | · | $928M | $875M | $661M | $622M | $723M | $725M | $598M | $633M | $678M | |
| Short-term Debt | $0 | $65M | $93M | $20M | $0 | $0 | $90M | $97M | $170M | $398M | $249M | $60M | |
| Current Liabilities | $3.55B | $3.52B | $2.90B | $2.98B | $2.20B | $3.07B | $2.70B | $2.62B | $2.78B | $2.65B | $2.30B | $1.95B | |
| Capital Leases | $19M | $21M | $22M | $27M | $25M | $25M | $37M | $40M | $91M | $110M | $118M | $123M | |
| Deferred Tax | $3.25B | $2.92B | $2.62B | $2.41B | $2.21B | $1.86B | $1.66B | $1.49B | $1.27B | $2.29B | $2.02B | $1.75B | |
| Other Non-current Liabilities | $392M | $407M | $415M | $397M | $375M | $394M | $383M | $294M | $307M | $290M | $313M | $299M | |
| Long-term Debt | $18.76B | $16.39B | $15.48B | $14.21B | $12.42B | $12.31B | $13.06B | $11.59B | $10.20B | $9.50B | $9.08B | $8.54B | |
| Total Debt | $18.76B | $16.45B | $15.58B | $14.23B | $12.42B | $15.12B | $13.15B | $11.69B | $10.37B | $9.90B | $9.37B | $8.60B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Retained Earnings | $2.44B | $2.04B | $1.66B | $1.35B | $1.06B | $214M | $-25M | $-271M | $-531M | $-616M | $-855M | $-1.06B | |
| AOCI | $-36M | $-41M | $-46M | $-52M | $-59M | $-86M | $-73M | $-65M | $-50M | $-50M | $-47M | $-49M | |
| Stockholders' Equity | $9.14B | $8.23B | $7.54B | $7.01B | $6.63B | $5.50B | $5.02B | $4.75B | $4.44B | $4.25B | $3.94B | $3.67B | |
| Liabilities + Equity | $39.94B | $35.92B | $33.52B | $31.35B | $28.75B | $29.67B | $26.84B | $24.53B | $23.05B | $21.62B | $20.30B | $19.18B | |
| Shares Outstanding | 306,400,000 | 298,800,000 | 294,440,000 | 291,268,000 | 289,758,000 | 288,940,000 | 283,864,000 | 283,374,000 | 281,647,000 | 279,206,000 | 277,163,000 | 275,184,000 |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.31B | $1.24B | $1.18B | $1.13B | $1.11B | $1.04B | $989M | $933M | $881M | $811M | $750M | $685M | |
| Deferred Tax | $207M | $146M | $145M | $69M | $98M | $157M | $113M | $170M | $404M | $247M | $228M | $229M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | $59M | |
| Other Non-cash | $-349M | $-19M | $97M | $-1.18B | $-746M | $-702M | $-11M | $-57M | $-40M | $20M | $139M | $56M | |
| Operating Cash Flow | $2.23B | $2.37B | $2.31B | $855M | $1.82B | $1.28B | $1.79B | $1.70B | $1.71B | $1.63B | $1.64B | $1.48B | |
| CapEx | · | · | · | $2.37B | $2.08B | $2.31B | $2.10B | $2.07B | $1.67B | $1.67B | $1.56B | $1.58B | |
| Investing Cash Flow | $-4.04B | $-3.05B | $-3.39B | $-2.48B | $-1.23B | $-2.87B | $-2.82B | $-2.61B | $-1.87B | $-1.92B | $-2.06B | · | |
| Debt Issued | $3.61B | $1.96B | $3.55B | $1.90B | $335M | $3.18B | $2.15B | $2.77B | $1.63B | $1.05B | $599M | $1.43B | |
| Net Debt Issued | $2.46B | $1.01B | $1.42B | $1.79B | $100M | $1.17B | $866M | $897M | $653M | $321M | $375M | $678M | |
| Stock Issued | $525M | $286M | $192M | $69M | $26M | $253M | $12M | $41M | $83M | $72M | $43M | $43M | |
| Net Stock Activity | $525M | $286M | $192M | $69M | $26M | $253M | $12M | $41M | $83M | $72M | $43M | $43M | |
| Financing Cash Flow | $2.24B | $614M | $1.14B | $1.33B | $-295M | $1.62B | $1.01B | $874M | $110M | $255M | $463M | · | |
| Net Change in Cash | $437M | $-70M | $66M | $-294M | $291M | $28M | $-18M | $-29M | $-53M | · | $59M | $35M | |
| Taxes Paid | $-20M | $-69M | $15M | $1M | $16M | $-58M | $-58M | $-123M | $5M | $32M | $10M | $22M | |
| Free Cash Flow | · | · | · | $-1.52B | $-257M | $-1.04B | $-314M | $-371M | $40M | $-43M | $76M | $-130M | |
| Levered FCF | · | · | · | $-1.98B | $-699M | $-1.52B | $-741M | $-761M | $-188M | $-334M | $-185M | $-397M |
Lucratividade 7
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.2% | 19.8% | 16.6% | 14.2% | 15.6% | 20.4% | 18.1% | 16.9% | 20.3% | 20.3% | 18.0% | 16.1% | |
| Net Margin | 12.5% | 13.4% | 11.9% | 9.7% | 18.5% | 11.3% | 9.9% | 9.6% | 7.0% | 8.6% | 8.1% | 6.6% | |
| Pretax Margin | 14.6% | 14.9% | 12.8% | 10.5% | 11.2% | 13.2% | 12.1% | 11.3% | 13.5% | 12.9% | 12.3% | 10.2% | |
| EBITDA Margin | 35.5% | 36.3% | 32.4% | 27.3% | 30.8% | 36.1% | 32.6% | 30.5% | 33.7% | 32.9% | 29.6% | 25.6% | |
| ROA | 2.8% | 2.8% | 2.7% | 2.8% | 4.6% | 2.7% | 2.6% | 2.8% | 2.1% | 2.6% | 2.6% | 2.6% | |
| ROE | 12.3% | 12.7% | 12.2% | 12.3% | 22.3% | 14.4% | 13.9% | 14.3% | 10.6% | 13.5% | 13.8% | 13.4% | |
| ROIC | 5.0% | 5.1% | 4.5% | 5.2% | 5.3% | 5.6% | 5.6% | 6.0% | 4.7% | 6.1% | 5.8% | 6.2% |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 0.8 | 1.0 | 1.2 | 1.2 | 0.8 | 0.9 | 0.9 | 0.9 | 0.9 | 1.0 | 1.3 | |
| Quick Ratio | 0.1 | 0.0 | 0.1 | 0.6 | 0.6 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | |
| Debt / Equity | 2.1 | 2.0 | 2.1 | 2.0 | 1.9 | 2.8 | 2.6 | 2.5 | 2.3 | 2.3 | 2.4 | 2.3 | |
| LT Debt / Equity | 1.9 | 1.8 | 1.9 | 1.9 | 1.8 | 2.5 | 2.4 | 2.2 | 2.1 | 2.0 | 2.1 | 2.2 | |
| Interest Coverage | · | · | 1.9 | 2.4 | 2.3 | 2.4 | 2.4 | 2.5 | 3.1 | 3.0 | 2.9 | 2.8 |
Eficiência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | |
| Receivables Turnover | · | · | · | 6.9 | 8.2 | 7.6 | 7.4 | 6.9 | 7.1 | 8.0 | 7.8 | 8.0 |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.6% | 0.71% | -13.2% | 17.3% | 14.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.22% | 0.84% | 5.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 6.0% | 10.6% | 5.6% | -38.8% | 76.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 7.4% | -10.6% | 4.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 6.8% | 13.1% | 6.0% | -38.1% | 79.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 8.6% | -9.5% | 5.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 7.2% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.54B | $7.51B | $7.46B | $8.60B | $7.33B | $6.42B | $6.62B | $6.87B | $6.58B | $6.40B | $6.46B | $7.18B | |
| Net Income TTM | $1.07B | $1.00B | $887M | $837M | $1.35B | $755M | $680M | $657M | $460M | $551M | $523M | $477M | |
| Market Cap | $21.43B | $19.92B | $17.10B | $18.45B | $18.85B | $17.63B | $17.84B | $14.07B | $13.32B | $11.62B | $10.00B | $9.56B | |
| Enterprise Value | $39.67B | $36.26B | $32.44B | $32.52B | $30.82B | $32.58B | $30.85B | $25.60B | $23.51B | $21.29B | $19.11B | $17.95B | |
| P/E | 19.8 | 20.0 | 19.3 | 22.2 | 14.0 | 23.1 | 26.3 | 21.4 | 28.8 | 21.0 | 19.1 | 20.0 | |
| P/S | 2.5 | 2.6 | 2.3 | 2.1 | 2.6 | 2.7 | 2.7 | 2.0 | 2.0 | 1.8 | 1.5 | 1.3 | |
| P/B | 2.3 | 2.4 | 2.3 | 2.6 | 2.8 | 3.2 | 3.6 | 3.0 | 3.0 | 2.7 | 2.5 | 2.6 | |
| P / Tangible Book | 2.3 | 2.4 | 2.3 | 2.6 | 2.8 | 3.2 | · | · | · | · | · | · | |
| P / Cash Flow | 9.6 | 8.4 | 7.4 | 21.6 | 10.4 | 13.8 | 10.0 | 8.3 | 7.8 | 7.1 | 6.1 | 6.6 | |
| P / FCF | · | · | · | -12.1 | -73.4 | -16.9 | -56.8 | -37.9 | 333.0 | -270.2 | 131.6 | -73.6 | |
| EV / EBITDA | 13.1 | 13.3 | 13.4 | 13.8 | 13.6 | 13.5 | 13.8 | 12.2 | 10.6 | 10.1 | 10.0 | 9.8 | |
| EV / FCF | · | · | · | -21.4 | -119.9 | -31.3 | -98.3 | -69.0 | 587.8 | -495.1 | 251.4 | -138.1 | |
| EV / Revenue | 4.6 | 4.8 | 4.3 | 3.8 | 4.2 | 5.1 | 4.7 | 3.7 | 3.6 | 3.3 | 3.0 | 2.5 | |
| Earnings Yield | 5.1% | 5.0% | 5.2% | 4.5% | 7.2% | 4.3% | 3.8% | 4.7% | 3.5% | 4.8% | 5.2% | 5.0% |
Demonstração de Resultados 13
| 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 | $2.23B | $2.02B | $1.84B | $2.45B | $1.99B | $1.74B | $1.61B | $2.18B | $1.95B | $1.67B | $1.55B | $2.28B | $2.28B | $2.02B | $1.92B | $2.37B | |
| Operating Expenses | $1.80B | $1.54B | $1.52B | $1.95B | $1.56B | $1.38B | $1.32B | $1.76B | $1.54B | $1.40B | $1.31B | $1.97B | $2.01B | $1.77B | $1.68B | $1.92B | |
| Operating Income | $435M | $481M | $317M | $494M | $425M | $367M | $283M | $412M | $406M | $271M | $244M | $314M | $271M | $258M | $239M | $456M | |
| Interest Expense | · | · | · | · | · | · | · | $177M | · | $164M | $160M | $147M | · | $130M | $126M | $124M | |
| Other Non-op | $61M | $62M | $137M | $50M | $61M | $84M | $113M | $86M | $83M | $77M | $146M | $56M | $52M | $54M | $43M | $48M | |
| Pretax Income | $295M | $340M | $255M | $358M | $306M | $273M | $223M | $321M | $317M | $184M | $230M | $223M | $184M | $182M | $156M | $380M | |
| Income Tax | $53M | $68M | $62M | $63M | $51M | $26M | $41M | $58M | $66M | $11M | $41M | $29M | $21M | $19M | $14M | $39M | |
| Net Income | $289M | $277M | $201M | $304M | $265M | $253M | $198M | $287M | $309M | $176M | $198M | $204M | $171M | $165M | $148M | $353M | |
| EPS (Basic) | $0.93 | $0.92 | $0.67 | $1.01 | $0.89 | $0.84 | $0.65 | $0.96 | $1.05 | $0.60 | $0.67 | $0.69 | $0.58 | $0.56 | $0.50 | $1.21 | |
| EPS (Diluted) | $0.94 | $0.92 | $0.66 | $1.01 | $0.88 | $0.84 | $0.65 | $0.96 | $1.05 | $0.60 | $0.67 | $0.69 | $0.58 | $0.56 | $0.50 | $1.21 | |
| Shares (Basic) | -596,000,000 | 299,700,000 | 298,500,000 | 298,200,000 | -594,800,000 | 298,000,000 | 297,900,000 | 296,500,000 | -581,400,000 | 291,000,000 | 290,900,000 | 290,700,000 | -578,900,000 | 289,600,000 | 289,500,000 | 289,300,000 | |
| Shares (Diluted) | -597,600,000 | 300,400,000 | 299,100,000 | 299,100,000 | -596,200,000 | 298,800,000 | 298,500,000 | 297,200,000 | -582,200,000 | 291,400,000 | 291,300,000 | 291,200,000 | -580,100,000 | 290,100,000 | 290,100,000 | 289,900,000 | |
| EBITDA | · | $769M | $605M | $882M | · | $640M | $556M | $780M | · | $533M | $499M | $667M | · | $501M | $481M | $801M |
Balanço Patrimonial 22
| 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 | $509M | $362M | $844M | $465M | $103M | $412M | $699M | $802M | · | $157M | $389M | $571M | · | $168M | $77M | $446M | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | $1.01B | · | $1.16B | $991M | $1.04B | |
| Other Current Assets | $160M | $98M | $140M | $115M | $103M | $92M | $100M | $110M | · | $91M | $125M | $130M | · | $103M | $167M | $158M | |
| Current Assets | $3.47B | $2.75B | $3.19B | $2.78B | $2.79B | $2.70B | $2.98B | $3.09B | · | $2.45B | $2.60B | $2.99B | · | $3.03B | $2.39B | $2.46B | |
| PP&E (Net) | $30.68B | $29.69B | $28.85B | $27.90B | $27.46B | $26.67B | $25.88B | $25.28B | · | $24.69B | $24.26B | $23.00B | · | $22.34B | $21.63B | $22.54B | |
| Accum. Depreciation | $10.13B | $10.05B | $9.87B | $9.80B | $9.57B | $9.31B | $9.16B | $9.01B | · | $8.93B | $8.74B | $9.13B | · | $8.86B | $8.71B | $8.54B | |
| Other Non-current Assets | $398M | $202M | $254M | $310M | $384M | $198M | $263M | $318M | · | $166M | $221M | $254M | · | $1.48B | $1.55B | $1.50B | |
| Total Assets | $39.94B | $38.01B | $37.70B | $36.30B | $35.92B | $34.82B | $34.35B | $33.90B | · | $32.51B | $32.27B | $31.39B | · | $30.37B | $29.04B | $28.74B | |
| Accounts Payable | · | · | · | · | · | · | · | · | · | · | · | $679M | · | $949M | $906M | $687M | |
| Short-term Debt | $0 | $0 | $0 | $0 | $65M | $0 | $0 | $0 | · | $247M | $0 | $0 | · | · | $45M | · | |
| Current Liabilities | $3.55B | $3.05B | $3.20B | $2.63B | $3.52B | $2.19B | $2.53B | $2.29B | · | $2.72B | $2.74B | $2.94B | · | $2.49B | $2.39B | $1.81B | |
| Capital Leases | $19M | · | · | · | $21M | · | · | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $3.25B | $3.17B | $3.08B | $3.00B | $2.92B | $2.84B | $2.79B | $2.68B | · | $2.54B | $2.50B | $2.45B | · | $2.37B | $2.33B | $2.31B | |
| Other Non-current Liabilities | $392M | $396M | $409M | $370M | $407M | $427M | $429M | $413M | · | $429M | $415M | $407M | · | $383M | $382M | $371M | |
| Long-term Debt | $18.76B | $17.97B | $17.88B | $16.85B | $16.39B | $16.05B | $15.68B | $15.74B | · | $15.15B | $15.05B | $14.41B | · | $13.68B | $12.33B | $12.42B | |
| Total Debt | · | $17.97B | $17.88B | $16.85B | · | $16.05B | $15.68B | $15.74B | · | $15.40B | $15.05B | $14.41B | · | $13.68B | $12.38B | $12.42B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | $3M | $3M | |
| Retained Earnings | $2.44B | $2.32B | $2.21B | $2.17B | $2.04B | $1.93B | $1.83B | $1.79B | · | $1.50B | $1.46B | $1.41B | · | $1.31B | $1.29B | $1.27B | |
| AOCI | $-36M | $-41M | $-41M | $-41M | $-41M | $-45M | $-45M | $-45M | · | $-51M | $-51M | $-51M | · | $-52M | $-52M | $-54M | |
| Stockholders' Equity | $9.14B | $8.86B | $8.39B | $8.34B | $8.23B | $8.11B | $8.00B | $7.95B | · | $7.19B | $7.14B | $7.08B | · | $6.91B | $6.88B | $6.85B | |
| Liabilities + Equity | $39.94B | $38.01B | $37.70B | $36.30B | $35.92B | $34.82B | $34.35B | $33.90B | · | $32.51B | $32.27B | $31.39B | · | $30.37B | $29.04B | $28.74B | |
| Shares Outstanding | 306,400,000 | 304,300,000 | 299,300,000 | 299,100,000 | 298,800,000 | 298,800,000 | 298,700,000 | 298,600,000 | 294,440,000 | 291,800,000 | 291,700,000 | 291,700,000 | 291,268,000 | 290,300,000 | 290,200,000 | 290,100,000 |
Fluxo de Caixa 13
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $342M | $288M | $288M | $388M | $326M | $273M | $273M | $368M | $310M | $262M | $255M | $353M | $296M | $243M | $242M | $345M | |
| Other Non-cash | · | · | · | $308M | · | · | · | $301M | · | · | · | $483M | · | · | · | $9M | |
| Operating Cash Flow | $478M | $343M | $414M | $1.00B | $403M | $304M | $707M | $956M | $405M | $199M | $665M | $1.04B | $188M | $-392M | $352M | $707M | |
| CapEx | · | $978M | $884M | $888M | · | $806M | $681M | $613M | · | · | · | $617M | · | $650M | $568M | $520M | |
| Investing Cash Flow | $-1.11B | $-1.05B | $-962M | $-918M | $-953M | $-855M | $-609M | $-637M | $-649M | $-658M | $-1.43B | $-651M | $-668M | $-669M | $-600M | $-539M | |
| Debt Issued | $1.10B | $62M | $1.25B | $1.20B | $515M | $743M | $105M | $599M | $646M | $500M | $1.20B | $1.21B | $550M | $1.35B | $0 | $0 | |
| Net Debt Issued | · | · | · | $483M | · | · | · | $280M | · | · | · | $205M | · | · | · | $-3M | |
| Stock Issued | $152M | $356M | $14M | $3M | $3M | $4M | $7M | $272M | $182M | $3M | $3M | $4M | $59M | $3M | $3M | $4M | |
| Net Stock Activity | · | · | · | $3M | · | · | · | $272M | · | · | · | $4M | · | · | · | $4M | |
| Financing Cash Flow | $817M | $210M | $947M | $266M | $261M | $229M | $-170M | $294M | $308M | $237M | $571M | $27M | $467M | $1.16B | $-130M | $-170M | |
| Net Change in Cash | $183M | $-493M | $399M | $348M | $-289M | $-322M | $-72M | $613M | $64M | $-222M | $-192M | $416M | $-13M | $99M | $-378M | $-2M | |
| Free Cash Flow | · | · | · | $112M | · | · | · | · | · | · | · | $423M | · | · | · | $187M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $295M | · | · | · | $76M |
Lucratividade 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 23.8% | 17.2% | 20.2% | · | 21.1% | 17.6% | 18.9% | · | 16.2% | 15.7% | 13.8% | · | 12.8% | 12.4% | 19.2% | |
| Net Margin | · | 13.7% | 10.9% | 12.4% | · | 14.5% | 12.3% | 13.2% | · | 10.5% | 12.7% | 8.9% | · | 8.2% | 7.7% | 14.9% | |
| Pretax Margin | · | 16.8% | 13.9% | 14.6% | · | 15.7% | 13.9% | 14.8% | · | 11.0% | 14.8% | 9.8% | · | 9.0% | 8.1% | 16.0% | |
| EBITDA Margin | · | 38.0% | 32.9% | 36.0% | · | 36.7% | 34.6% | 35.9% | · | 31.9% | 32.1% | 29.2% | · | 24.8% | 25.1% | 33.7% | |
| ROA | · | 0.76% | 0.56% | 0.87% | · | 0.75% | 0.59% | 0.88% | · | 0.56% | 0.65% | 0.68% | · | 0.54% | 0.50% | 1.2% | |
| ROE | · | 3.3% | 2.5% | 3.7% | · | 3.3% | 2.6% | 3.8% | · | 2.5% | 2.8% | 2.9% | · | 2.5% | 2.3% | 5.6% | |
| ROIC | · | 1.4% | 0.91% | 1.6% | · | 1.4% | 0.98% | 1.4% | · | 1.1% | 0.90% | 1.3% | · | 1.1% | 1.1% | 2.1% |
Liquidez e Solvência 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 0.9 | 1.0 | 1.1 | · | 1.2 | 1.2 | 1.3 | · | 0.9 | 1.0 | 1.0 | · | 1.2 | 1.0 | 1.4 | |
| Quick Ratio | · | 0.1 | 0.3 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.1 | 0.1 | 0.5 | · | 0.5 | 0.4 | 0.8 | |
| Debt / Equity | · | 2.0 | 2.1 | 2.0 | · | 2.0 | 2.0 | 2.0 | · | 2.1 | 2.1 | 2.0 | · | 2.0 | 1.8 | 1.8 | |
| LT Debt / Equity | · | 1.9 | 2.0 | 1.9 | · | 1.9 | 1.9 | 1.9 | · | 2.0 | 1.9 | 1.8 | · | 1.8 | 1.7 | 1.8 | |
| Interest Coverage | · | · | · | · | · | · | · | 2.3 | · | 1.7 | 1.5 | 2.1 | · | 2.0 | 1.9 | 3.7 |
Eficiência 2
| 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 | 0.0 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | 2.2 | · | 2.2 | 2.2 | 2.5 |
Avaliação (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $8.05B | $7.63B | $7.97B | · | $7.20B | $7.01B | $7.69B | · | $7.54B | $7.78B | $8.60B | · | $8.35B | $8.05B | $7.69B | |
| Net Income TTM | · | $1.03B | $956M | $1.04B | · | $914M | $859M | $865M | · | $743M | $715M | $870M | · | $1.30B | $1.33B | $1.36B | |
| Market Cap | · | $22.29B | $20.74B | $22.47B | · | $21.10B | $17.78B | $18.02B | · | $15.50B | $17.14B | $17.90B | · | $16.91B | $19.59B | $20.29B | |
| Enterprise Value | · | $39.91B | $37.77B | $38.85B | · | $36.74B | $32.77B | $32.96B | · | $30.74B | $31.80B | $31.74B | · | $30.41B | $31.89B | $32.26B | |
| P/E | · | 21.4 | 21.9 | 21.7 | · | 23.2 | 20.7 | 20.7 | · | 21.1 | 24.3 | 20.7 | · | 13.0 | 14.8 | 15.0 | |
| P/S | · | 2.8 | 2.7 | 2.8 | · | 2.9 | 2.5 | 2.3 | · | 2.1 | 2.2 | 2.1 | · | 2.0 | 2.4 | 2.6 | |
| P/B | · | 2.5 | 2.5 | 2.7 | · | 2.6 | 2.2 | 2.3 | · | 2.2 | 2.4 | 2.5 | · | 2.4 | 2.8 | 3.0 | |
| P / Tangible Book | · | 2.5 | 2.5 | 2.7 | · | 2.6 | 2.2 | 2.3 | · | 2.2 | 2.4 | 2.5 | · | 2.4 | 2.8 | 3.0 | |
| P / Cash Flow | · | · | · | 22.5 | · | · | · | 18.8 | · | · | · | 17.2 | · | · | · | 28.7 | |
| P / FCF | · | · | · | 200.6 | · | · | · | · | · | · | · | 42.3 | · | · | · | 108.5 | |
| EV / EBITDA | · | 51.9 | 62.4 | 44.1 | · | 57.4 | 58.9 | 42.3 | · | 57.7 | 63.7 | 47.6 | · | 60.7 | 66.3 | 40.3 | |
| EV / FCF | · | · | · | 346.9 | · | · | · | · | · | · | · | 75.0 | · | · | · | 172.5 | |
| EV / Revenue | · | 5.0 | 4.9 | 4.9 | · | 5.1 | 4.7 | 4.3 | · | 4.1 | 4.1 | 3.7 | · | 3.6 | 4.0 | 4.2 | |
| Earnings Yield | · | 4.7% | 4.6% | 4.6% | · | 4.3% | 4.8% | 4.8% | · | 4.7% | 4.1% | 4.8% | · | 7.7% | 6.7% | 6.7% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Receita | $8.54B | $7.51B | — | — | — |
| Margem Operacional % | 20.2% | 19.8% | — | — | — |
| Lucro líquido | $1.07B | $1.00B | — | — | — |
| EPS Diluído | $3.53 | $3.33 | — | — | — |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 2.1 | 2.0 | — | — | — |
| Índice de liquidez corrente | 1.0 | 0.8 | — | — | — |
| Índice de Liquidez Seca | 0.1 | 0.0 | — | — | — |
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Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
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Investidores institucionais (13F) 866 declarantes · $14.1B 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 |
|---|---|---|---|---|
| 99 (-19 vs trimestre anterior) | 75 (-14 vs trimestre anterior) | 316 (+25 vs trimestre anterior) | 243 (0 vs trimestre anterior) | +23.5M |
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 CAPITAL MANAGEMENT LLC | $1.542.771.522 | 20.166.948 | 10,94% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.457.393.315 | 19.050.893 | 10,34% | Ações |
| STATE STREET CORP | $1.354.504.869 | 17.705.946 | 9,61% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $783.437.495 | 10.241.013 | 5,56% | Ações |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $603.015.075 | 7.882.550 | 4,28% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $587.758.028 | 7.715.853 | 4,17% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $482.788.795 | 6.310.965 | 3,42% | Ações |
| Capital International Investors | $405.653.268 | 5.302.655 | 2,88% | Ações |
| NORGES BANK | $370.039.910 | 4.837.123 | 2,62% | Ações |
| GQG Partners LLC | $363.387.746 | 4.750.161 | 2,58% | Ações |
| Pictet Asset Management Holding SA | $326.542.851 | 4.268.534 | 2,32% | Ações |
| AMERIPRISE FINANCIAL INC | $269.797.402 | 3.526.722 | 1,91% | Ações |
| FIL Ltd | $194.457.569 | 2.541.929 | 1,38% | Ações |
| Magellan Asset Management Ltd | $194.237.325 | 2.539.050 | 1,38% | Ações |
| PARNASSUS INVESTMENTS, LLC | $169.809.728 | 2.219.735 | 1,20% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $161.440.934 | 2.110.339 | 1,15% | Ações |
| BARCLAYS PLC | $157.565.446 | 2.059.679 | 1,12% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $132.715.490 | 1.734.843 | 0,94% | Ações |
| JENNISON ASSOCIATES LLC | $116.091.275 | 1.517.533 | 0,82% | Ações |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $111.205.526 | 1.453.667 | 0,79% | Ações |
| Balyasny Asset Management L.P. | $109.163.664 | 1.426.976 | 0,77% | Ações |
| GOLDMAN SACHS GROUP INC | $100.450.547 | 1.313.079 | 0,71% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $100.344.857 | 1.311.698 | 0,71% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $99.930.000 | 1.306.273 | 0,71% | Ações |
| REAVES W H & CO INC | $95.674.419 | 1.250.646 | 0,68% | Ações |
| PFA Pension, Forsikringsaktieselskab | $94.979.073 | 1.241.557 | 0,67% | Ações |
| Bahl & Gaynor LLC | $81.726.633 | 1.068.322 | 0,58% | Ações |
| Soroban Capital Partners LP | $80.996.747 | 1.058.781 | 0,57% | Ações |
| SOROS FUND MANAGEMENT LLC | $74.232.693 | 970.362 | 0,53% | Ações |
| AVIVA PLC | $72.057.263 | 941.925 | 0,51% | Ações |
| BlackRock, Inc. | $69.105.893 | 903.345 | 0,49% | Ações |
| UniSuper Management Pty Ltd | $69.049.053 | 902.602 | 0,49% | Ações |
| HSBC HOLDINGS PLC | $68.180.243 | 891.245 | 0,48% | Ações |
| Swiss National Bank | $66.509.100 | 869.400 | 0,47% | Ações |
| Mitsubishi UFJ Asset Management Co., Ltd. | $58.830.413 | 769.025 | 0,42% | Ações |
| Sumitomo Mitsui Trust Group, Inc. | $54.728.559 | 715.406 | 0,39% | Ações |
| Quantinno Capital Management LP | $54.438.061 | 711.608 | 0,39% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $52.610.044 | 687.713 | 0,37% | Ações |
| RAYMOND JAMES FINANCIAL INC | $51.708.784 | 675.932 | 0,37% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $51.580.584 | 674.256 | 0,37% | Ações |
| Legal & General Group Plc | $51.232.360 | 669.704 | 0,36% | Ações |
| Vanguard Global Advisers, LLC | $50.893.997 | 665.281 | 0,36% | Ações |
| RHUMBLINE ADVISERS | $50.139.038 | 655.413 | 0,36% | Ações |
| BANK OF NOVA SCOTIA | $49.276.098 | 644.132 | 0,35% | Ações |
| TD Asset Management Inc | $46.673.109 | 610.106 | 0,33% | Ações |
| ING GROEP NV | $44.383.923 | 580.182 | 0,31% | Ações |
| MILLER HOWARD INVESTMENTS INC /NY | $43.693.685 | 571.159 | 0,31% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $43.626.191 | 570.277 | 0,31% | Ações |
| 1832 Asset Management L.P. | $43.079.063 | 563.125 | 0,31% | Ações |
| California Public Employees Retirement System | $42.922.008 | 561.072 | 0,30% | Ações |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $42.259.671 | 552.414 | 0,30% | Ações |
| BANK OF AMERICA CORP /DE/ | $41.165.032 | 538.105 | 0,29% | Ações |
| Energy Income Partners, LLC | $40.469.571 | 529.014 | 0,29% | Ações |
| Assenagon Asset Management S.A. | $39.645.131 | 518.237 | 0,28% | Ações |
| Qube Research & Technologies Ltd | $39.584.543 | 517.445 | 0,28% | Ações |
| Thiel Macro LLC | $39.559.986 | 517.124 | 0,28% | Ações |
| LPL Financial LLC | $38.572.917 | 504.221 | 0,27% | Ações |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $37.450.575 | 489.550 | 0,27% | Ações |
| Retirement Systems of Alabama | $37.132.718 | 485.395 | 0,26% | Ações |
| Partners Group Holding AG | $37.008.405 | 483.770 | 0,26% | Ações |
| Rockefeller Capital Management L.P. | $36.820.238 | 481.310 | 0,26% | Ações |
| Tredje AP-fonden | $35.606.619 | 465.446 | 0,25% | Ações |
| Nuveen Asset Management, LLC | $33.971.105 | 509.694 | 0,24% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $33.743.139 | 441.087 | 0,24% | Ações |
| RWC Asset Management LLP | $33.115.626 | 432.884 | 0,23% | Ações |
| Fisher Funds Management LTD | $32.833.265 | 429.193 | 0,23% | Ações |
| STRS OHIO | $31.981.131 | 418.054 | 0,23% | Ações |
| CIDEL ASSET MANAGEMENT INC | $31.032.680 | 405.656 | 0,22% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $30.582.338 | 399.769 | 0,22% | Ações |
| NEUBERGER BERMAN GROUP LLC | $30.356.479 | 396.817 | 0,22% | Ações |
| CIBC Bancorp USA Inc. | $28.536.183 | 373.037 | 0,20% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $28.228.653 | 369.002 | 0,20% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $27.320.806 | 352.163 | 0,19% | Ações |
| BANK OF MONTREAL /CAN/ | $26.706.839 | 349.109 | 0,19% | Ações |
| ALLIANCEBERNSTEIN L.P. | $26.576.348 | 342.567 | 0,19% | Ações |
| Vanguard Investments Australia, Ltd. | $23.855.148 | 311.832 | 0,17% | Ações |
| Covea Finance | $22.731.975 | 297.150 | 0,16% | Ações |
| CITADEL ADVISORS LLC | $22.567.500 | 295.000 | 0,16% | Opção de compra |
| Avalon Trust Co | $22.397.211 | 292.774 | 0,16% | Ações |
| TRUIST FINANCIAL CORP | $21.713.225 | 283.833 | 0,15% | Ações |
| US BANCORP \DE\ | $21.141.847 | 276.364 | 0,15% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $21.065.117 | 275.361 | 0,15% | Ações |
| APG Asset Management N.V. | $20.476.881 | 306.029 | 0,15% | Ações |
| CIBC Asset Management Inc | $20.242.293 | 264.948 | 0,14% | Ações |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $20.237.386 | 264.541 | 0,14% | Ações |
| Ensign Peak Advisors, Inc | $20.183.990 | 263.843 | 0,14% | Ações |
| VANGUARD GROUP INC | $19.624.106 | 280.625 | 0,14% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $19.575.529 | 252.327 | 0,14% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $19.376.073 | 253.282 | 0,14% | Ações |
| TRILLIUM ASSET MANAGEMENT, LLC | $17.343.492 | 226.709 | 0,12% | Ações |
| JANUS HENDERSON GROUP PLC | $17.297.809 | 222.953 | 0,12% | Ações |
| MACQUARIE GROUP LTD | $16.269.102 | 212.668 | 0,12% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $15.612.120 | 204.080 | 0,11% | Ações |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $15.405.111 | 201.374 | 0,11% | Ações |
| Mitsubishi UFJ Trust & Banking Corp | $15.214.703 | 198.885 | 0,11% | Ações |
| GABELLI FUNDS LLC | $14.492.313 | 189.442 | 0,10% | Ações |
| KEYBANK NATIONAL ASSOCIATION/OH | $14.413.047 | 188.404 | 0,10% | Ações |
| JANE STREET GROUP, LLC | $14.198.400 | 185.600 | 0,10% | Opção de compra |
| Artemis Investment Management LLP | $14.121.441 | 184.594 | 0,10% | Ações |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $13.889.187 | 181.558 | 0,10% | Ações |
Executivos da empresa 52 insiders · 12 diretores · 12 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Garrick J Rochow | President and CEO | 30 de Janeiro de 2025 A | 538.114 | 0 | 0 | $0 |
| Rejji P Hayes | EVP/CFO | 30 de Janeiro de 2025 A | 242.278 | 0 | 0 | $0 |
| Brandon J. Hofmeister | Senior Vice President | 6 de Maio de 2025 S | 69.571 | 0 | 0 | $0 |
| Scott B Mcintosh | VP, Controller, CAO | 13 de Fevereiro de 2025 S | 21.643 | 0 | 0 | $0 |
| Tonya L Berry | Senior Vice President | 30 de Janeiro de 2025 A | 51.653 | 0 | 0 | $0 |
| Leeroy Wells Jr | Senior Vice President | 30 de Janeiro de 2025 A | 83.895 | 0 | 0 | $0 |
| Shaun M Johnson | SVP and General Counsel | 30 de Janeiro de 2025 A | 93.712 | 0 | 0 | $0 |
| Catherine A Hendrian | Senior Vice President | 29 de Janeiro de 2025 F | 55.811 | 0 | 0 | $0 |
| Dhenuvakonda Rao Venkat | Senior Vice President | 22 de Março de 2024 F | 42.818 | 0 | 0 | $0 |
| Brian F Rich | Senior Vice President | 22 de Março de 2024 F | 99.682 | 0 | 0 | $0 |
| Jean-Francois Brossoit | Senior Vice President | 27 de Janeiro de 2022 A | 65.528 | 0 | 0 | $0 |
| BARBA GLENN P | Vice President, CAO | 9 de Agosto de 2021 S | 27.104 | 0 | 0 | $0 |
| Deborah H Butler | Conselheiro | 8 de Maio de 2026 A | 39.850 | 0 | 0 | $0 |
| Ronald J Tanski | Conselheiro | 8 de Maio de 2026 A | 20.903 | 0 | 0 | $0 |
| John G Russell | Conselheiro | 8 de Maio de 2026 A | 134.068 | 0 | 1 | $-1.129.885 |
| Suzanne F. Shank | Conselheiro | 2 de Maio de 2025 A | 20.701 | 0 | 0 | $0 |
| Myrna Soto | Conselheiro | 2 de Maio de 2025 A | 37.560 | 0 | 0 | $0 |
| Kurt L Darrow | Conselheiro | 2 de Maio de 2025 A | 42.098 | 0 | 0 | $0 |
| Jon E Barfield | Conselheiro | 7 de Junho de 2024 S | 14.556 | 0 | 0 | $0 |
| William D Harvey | Conselheiro | 5 de Maio de 2023 A | 48.100 | 0 | 0 | $0 |
| Kathleen R Flaherty | Conselheiro | 28 de Maio de 2004 A | 11.985 | 0 | 0 | $0 |
| James J Duderstadt | Conselheiro | 28 de Maio de 2004 A | 10.405 | 0 | 0 | $0 |
| PARFET WILLIAM U / | Conselheiro | 28 de Maio de 2004 A | 19.281 | 0 | 0 | $0 |
| John G Sznewajs | — | 8 de Maio de 2026 A | 37.594 | 0 | 0 | $0 |
| Laura Wright | — | 8 de Maio de 2026 A | 43.623 | 0 | 0 | $0 |
| Ralph Izzo | — | 8 de Maio de 2026 A | 10.779 | 0 | 0 | $0 |
| Patricia K Poppe | — | 20 de Março de 2020 F | 456.320 | 0 | 0 | $0 |
| Catherine M Reynolds | — | 8 de Maio de 2019 S | 121.211 | 0 | 0 | $0 |
| Stephen E Ewing | — | 3 de Maio de 2019 A | 44.394 | 0 | 0 | $0 |
| David G Mengebier | — | 20 de Novembro de 2017 S | 117.523 | 0 | 0 | $0 |
| Daniel J Malone | — | 30 de Maio de 2017 S | 148.622 | 0 | 0 | $0 |
| Thomas J Webb | — | 25 de Maio de 2017 S | 187.773 | 0 | 0 | $0 |
| Philip R Lochner | — | 5 de Maio de 2017 A | 53.973 | 0 | 0 | $0 |
| John M Butler | — | 21 de Março de 2017 F | 121.532 | 0 | 0 | $0 |
| Richard Marcel Gabrys | — | 6 de Maio de 2016 A | 49.607 | 0 | 0 | $0 |
| David W Joos | — | 1 de Maio de 2015 A | 353.243 | 0 | 0 | $0 |
| John B Yasinsky | — | 25 de Fevereiro de 2015 S | 27.008 | 0 | 0 | $0 |
| Ronn J Rasmussen | — | 26 de Janeiro de 2015 F | 72.990 | 0 | 0 | $0 |
| James E Brunner | — | 1 de Julho de 2014 D | 102.241 | 0 | 0 | $0 |
| Kenneth L Way | — | 16 de Maio de 2014 A | 52.321 | 0 | 0 | $0 |
| Michael T Monahan | — | 17 de Maio de 2013 A | 44.975 | 0 | 0 | $0 |
| Merribel S Ayres | — | 19 de Março de 2013 S | 29.741 | 0 | 0 | $0 |
| Joseph Farnand Paquette JR | — | 13 de Agosto de 2010 S | 10.472 | 0 | 0 | $0 |
| PIERRE PERCY A | — | 11 de Agosto de 2010 S | 0 | 0 | 0 | $0 |
| Kenneth Whipple | — | 22 de Maio de 2009 A | 17.530 | 0 | 0 | $0 |
| Thomas W Elward | — | 1 de Junho de 2008 F | 121.745 | 0 | 0 | $0 |
| Earl D Holton | — | 1 de Abril de 2006 J | 16.450 | 0 | 0 | $0 |
| John F Drake | — | 22 de Agosto de 2005 F | 44.643 | 0 | 0 | $0 |
| Kinnie S Smith JR | — | 22 de Agosto de 2005 F | 228.263 | 0 | 0 | $0 |
| Joseph F Paquette | — | 20 de Maio de 2005 A | 14.780 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 182 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 |
|---|---|---|---|---|
| UTES · ETFis Series Trust I | 3,51% | 727.808 NS | 30 de Abril de 2026 | N-PORT |
| RSPU · Invesco Exchange-Traded Fund Trust | 3,10% | 235.644 SH | 21 de Agosto de 2026 | Diário |
| PUI · Invesco Exchange-Traded Fund Trust | 2,78% | 21.410 SH | 21 de Agosto de 2026 | Diário |
| PJFM · PGIM ETF Trust | 2,68% | 6.148 NS | 29 de Maio de 2026 | N-PORT |
| PRVS · Parnassus Funds II | 2,29% | 7.566 NS | 30 de Junho de 2026 | N-PORT |
| FPWR · First Trust Exchange-Traded Fund IV | 2,18% | 7.617 NS | 30 de Abril de 2026 | N-PORT |
| FXU · First Trust Exchange-Traded AlphaDE… | 1,64% | 192.160 NS | 30 de Abril de 2026 | N-PORT |
| VPU · VANGUARD WORLD FUND | 1,50% | 2.108.524 SH | 19 de Agosto de 2026 | Diário |
| FUTY · FIDELITY COVINGTON TRUST | 1,46% | 466.259 NS | 30 de Abril de 2026 | N-PORT |
| IDU · iShares Trust | 1,34% | 256.839 SH | 21 de Agosto de 2026 | Diário |
| ALTL · Pacer Funds Trust | 1,28% | 16.094 NS | 30 de Abril de 2026 | N-PORT |
| SMCO · Tidal Trust II | 1,28% | 21.551 NS | 30 de Abril de 2026 | N-PORT |
| UPW · ProShares Trust | 1,20% | 3.186 NS | 31 de Maio de 2026 | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1,11% | 1.117.889 SH | 21 de Agosto de 2026 | Diário |
| RGEF · Tidal Trust III | 1,11% | 114.762 NS | 30 de Abril de 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 1,06% | 1.941.469 | 21 de Agosto de 2026 | Diário |
| VRAI · ETFis Series Trust I | 1,05% | 2.523 NS | 30 de Abril de 2026 | N-PORT |
| MFSV · MFS Active Exchange Traded Funds Tr… | 1,04% | 67.954 NS | 31 de Maio de 2026 | N-PORT |
| UTSL · Direxion Shares ETF Trust | 1,00% | 5.686 NS | 30 de Abril de 2026 | N-PORT |
| JXI · iShares Trust | 0,97% | 42.500 SH | 21 de Agosto de 2026 | Diário |
| HUSV · First Trust Exchange-Traded Fund III | 0,94% | 8.862 NS | 30 de Abril de 2026 | N-PORT |
| EMLP · First Trust Exchange-Traded Fund IV | 0,92% | 485.916 NS | 30 de Abril de 2026 | N-PORT |
| RBLD · First Trust Exchange-Traded Fund II | 0,91% | 4.813 NS | 30 de Junho de 2026 | N-PORT |
| DVY · iShares Trust | 0,88% | 3.002.428 SH | 21 de Agosto de 2026 | Diário |
| POWR · iShares, Inc. | 0,84% | 55.737 SH | 21 de Agosto de 2026 | Diário |
| LSEQ · Harbor ETF Trust | 0,76% | 1.533 NS | 30 de Abril de 2026 | N-PORT |
| EIPI · First Trust Exchange-Traded Fund VI… | 0,75% | 108.274 NS | 31 de Maio de 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 0,66% | 12.920 SH | 21 de Agosto de 2026 | Diário |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,65% | 19.687.000 | 21 de Agosto de 2026 | Diário |
| ESMV · iShares Trust | 0,56% | 637 SH | 21 de Agosto de 2026 | Diário |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,56% | 6.269 NS | 30 de Abril de 2026 | N-PORT |
| PFF · iShares Trust | 0,51% | 3.313.270 SH | 21 de Agosto de 2026 | Diário |
| SMLL · Harbor ETF Trust | 0,51% | 912 NS | 30 de Abril de 2026 | N-PORT |
| BTAL · AGF Investments Trust | 0,44% | 16.192 NS | 30 de Junho de 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0,41% | 1.984.402 SH | 19 de Agosto de 2026 | Diário |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,41% | 10.567 NS | 31 de Maio de 2026 | N-PORT |
| FVD · First Trust Exchange-Traded Fund | 0,40% | 424.701 NS | 30 de Junho de 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,34% | 58.177 NS | 30 de Abril de 2026 | N-PORT |
| HDV · iShares Trust | 0,30% | 659.958 SH | 21 de Agosto de 2026 | Diário |
| VFMV · VANGUARD WELLINGTON FUND | 0,30% | 16.676 SH | 19 de Agosto de 2026 | Diário |
| IQRA · New York Life Investments Active ET… | 0,29% | 258 NS | 30 de Abril de 2026 | N-PORT |
| PHEQ · Morgan Stanley ETF Trust | 0,27% | 5.028 NS | 30 de Junho de 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,26% | 7.733.000 | 21 de Agosto de 2026 | Diário |
| PEPS · Morgan Stanley ETF Trust | 0,25% | 950 NS | 30 de Junho de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,24% | 47.506 NS | 30 de Abril de 2026 | N-PORT |
| CVMC · Morgan Stanley ETF Trust | 0,24% | 3.199 NS | 30 de Junho de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,23% | 6.694.484 SH | 19 de Agosto de 2026 | Diário |
| DFVE · DoubleLine ETF Trust | 0,22% | 915 NS | 30 de Junho de 2026 | N-PORT |
| EIPX · First Trust Exchange-Traded Fund IV | 0,21% | 14.642 NS | 30 de Abril de 2026 | N-PORT |
| IWS · iShares Trust | 0,20% | 461.240 SH | 21 de Agosto de 2026 | Diário |