CRVL CorVel Corp. - Common Stock
$67,77
Preço · Ago 18, 2026
Fundamentais a partir de Ago 6, 2026
Intervalo 52 Semanas
$45–$93
47% of range
Classificação do Analista
—
Preço-Alvo
—
P/E (TTM)
31.7
ROE
29.1%
Margem de Lucro Líquido
11.5%
Sobre CorVel Corp. - Common Stock Visão geral da empresa da Wikipedia
CorVel Corporation is an American technology company.
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CorVel Corporation is an American technology company.
History
In 1987, Gordon Clemons joined with Jim Michael and Jeffrey Michael, investors from Minnesota, and founded CorVel Corporation (originally named FORTIS). Three small vocational rehabilitation firms were consolidated to form the initial foundation of the new company, valued at approximately $2 million with over 200 associates.
Within two years, the company expanded to 51 American locations, and they entered the medical bill review and medical case management business.
In 1991, the company first issued stock to the public and began trading on the NASDAQ at a market capitalization value of $46 million. The offering raised $3.5 million, net of the repayment of venture funding. The following year, the Fortis name was sold, raising $4 million and the company changed its name to CorVel Corporation. With the funding from the name sale, CorVel began building a national preferred provider organization (PPO).
During the mid '90s, CorVel doubled its office network again, and expanded its software offerings. PPO services became an important part of most healthcare management sales. Out of network medical review was added to the portfolio of provider programs.
By 2005, CorVel grew to over 2,000 clients and 15% compounded annual stock growth.
In March 2009, the company continued to expand its workers' compensation claims management solutions. During the March quarter, CorVel completed the acquisition of a third party administrator (TPA) in New York, the company's third acquisition in its TPA expansion effort. Software development efforts have been focused on the incorporation of artificial intelligence capabilities and workflow management tools in to the claims' management systems in order to enable CorVel's unique process.
In August 2010, CorVel introduced a provider look up app that can be accessed in the Apple Store and Google Play. This mobile app provides access to locate network doctors, specialists, hospitals and other facilities near the user.
In August 2011, the company also introduced a claim intake app available from Apple that provides mobile access to report workplace incidents and injuries.
In March 2012, the company announced revenues for the quarter ended March 31, 2012, that were a 4% increase over the previous quarter in 2011.
In September 2014, CorVel released a new app (My Care) that provides online access to view indemnity payments, access pharmacy cards, review treatment guidelines and review details of the workplace injury claim. The newest feature of the app provides Touch ID for iPhones that provides secure fingerprint access on iOS devices.
In August 2015, the company announced Telehealth Services as part of their existing Enterprise Comp claims management model to offer immediate access to medical providers for injured workers.
Operations
CorVel had revenues of $592 million for fiscal year ending March 31, 2020.
CorVel is licensed to do business in all 50 states, the District of Columbia and Puerto Rico.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
CRVL Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$67.77
Capitalização de Mercado
$3.45B
P/E (TTM)
31.7
EPS (TTM)
$2.14
Receita (TTM)
$959M
Rendimento div.
—
ROE
29.1%
Dívida/Capital
—
Intervalo 52 Semanas
$45 – $93
CRVL Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Configure
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita e Lucro Líquido
$959M
2017-03-31
→
2026-03-31
EPS
$2.14
2017-03-31
→
2026-03-31
Fluxo de caixa livre
$110M
2017-03-31
→
2026-03-31
Margens
11.5%
2019-03-31
→
2026-03-31
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
CRVL
Mediana de Pares
P/E (TTM)
31.7
35.7
P/S (TTM)
3.6
1.2
P/B
8.8
3.1
Price / FCF (Preço / FCF)
31.3
—
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
CRVL
Mediana de Pares
Gross Margin (Margem Bruta)
24.3%
20.9%
Net Profit Margin (Margem de Lucro Líquido)
11.5%
2.3%
ROA
18.6%
4.3%
ROE
29.1%
6.6%
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
CRVL
Mediana de Pares
Current Ratio (Índice de liquidez corrente)
2.0
1.5
Quick Ratio (Índice de Liquidez Seca)
1.5
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
CRVL
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
7.0%
—
Revenue CAGR 3Y (CAGR Receita 3A)
10.1%
—
Revenue CAGR 5Y (CAGR Receita 5A)
11.6%
—
EPS YoY
16.9%
—
Net Income YoY (Lucro Líquido Ano a Ano)
16.0%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
CRVL
Mediana de Pares
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 31 de Dezembro de 2026 | $0.61 | — | — |
| 30 de Setembro de 2026 | $0.47 | — | — |
| 30 de Setembro de 2025 | $0.46 | — | — |
| 31 de Março de 2025 | $1.25 | — | — |
| 30 de Setembro de 2024 | $0.99 | — | — |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| CRVL | $2.78B | 25.5 | 7.0% | 11.5% | 29.1% | 24.3% |
| RDNT | $5.28B | -285.4 | 11.5% | -0.91% | -1.9% | — |
| LFST | $2.73B | — | 13.9% | 0.68% | 0.65% | — |
| BLLN | $0 | 584.6 | 100.0% | 2.4% | 6.5% | 68.3% |
| OPCH | $5.00B | 25.1 | 13.0% | 3.7% | 15.4% | 19.3% |
| PRVA | $2.93B | 131.7 | 22.3% | 1.1% | 3.3% | — |
| AVAH | $1.70B | 7.7 | 20.2% | 9.2% | 246.6% | 33.3% |
| GRDN | — | — | 17.9% | 3.4% | 24.8% | 20.2% |
| MD | $1.77B | 11.0 | -4.9% | 8.6% | 20.3% | — |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 12
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Cost of Revenue | $726M | $686M | $624M | $560M | $494M | $429M | $466M | $471M | $451M | $414M | |
| Gross Profit | $233M | $210M | $172M | $158M | $152M | $124M | $126M | $125M | $107M | $105M | |
| SG&A Expense | $90M | $89M | $77M | $74M | $68M | $64M | $65M | $63M | $59M | $57M | |
| Pretax Income | $143M | $121M | $95M | $85M | $85M | $59M | $61M | $62M | $48M | $48M | |
| Income Tax | $33M | $26M | $19M | $18M | $18M | $13M | $13M | $15M | $12M | $18M | |
| Net Income | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| EPS (Basic) | $2.15 | $1.85 | $1.48 | $1.28 | $3.74 | $2.59 | $2.59 | $2.48 | $1.90 | $1.52 | |
| EPS (Diluted) | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 | $2.55 | $2.55 | $2.46 | $1.87 | $1.51 | |
| Shares (Basic) | 51,283,000 | 51,379,000 | 51,366,000 | 51,984,000 | 17,753,000 | 17,930,000 | 18,326,000 | 18,794,000 | 18,825,000 | 19,418,000 | |
| Shares (Diluted) | 51,625,000 | 51,994,000 | 52,041,000 | 52,776,000 | 18,127,000 | 18,166,000 | 18,602,000 | 19,008,000 | 19,042,000 | 19,570,000 | |
| EBITDA | $32M | $30M | $26M | $25M | $24M | $23M | · | $23M | $22M | $21M |
Balanço Patrimonial 23
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $233M | $171M | $106M | $71M | $98M | $140M | $83M | $92M | $56M | $29M | |
| Receivables | $101M | $104M | $97M | $81M | $83M | $65M | $66M | $71M | $65M | $63M | |
| Prepaid Expense | $12M | $11M | $11M | $11M | $15M | $8M | $11M | $7M | $7M | $5M | |
| Current Assets | $462M | $387M | $302M | $244M | $265M | $269M | $209M | $215M | $163M | $129M | |
| PP&E (Net) | $118M | $92M | $86M | $83M | $76M | $71M | $76M | $62M | $69M | $63M | |
| PP&E (Gross) | $381M | $334M | $309M | $300M | $284M | $259M | $243M | $240M | $231M | $207M | |
| Accum. Depreciation | $263M | $241M | $223M | $217M | $208M | $189M | $167M | $178M | $161M | $144M | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | |
| Intangibles | $263.0K | $438.0K | $821.0K | $1M | $2M | $2M | $3M | $3M | $3M | $4M | |
| Other Non-current Assets | $618.0K | $454.0K | $1M | $1M | $481.0K | $345.0K | $1M | $756.0K | $1M | $3M | |
| Total Assets | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Accounts Payable | $24M | $15M | $16M | $15M | $14M | $12M | $15M | $10M | $12M | $14M | |
| Accrued Liabilities | $204M | $187M | $168M | $153M | $157M | $149M | $117M | $105M | $85M | $73M | |
| Current Liabilities | $228M | $204M | $184M | $168M | $171M | $162M | $134M | $117M | $98M | $90M | |
| Capital Leases | $21M | $20M | $23M | $24M | $30M | $42M | $85M | $0 | · | · | |
| Deferred Tax | · | · | · | $0 | $2M | $0 | $8M | $6M | $5M | $7M | |
| Total Liabilities | $249M | $224M | $207M | $192M | $203M | $204M | $227M | $123M | $103M | $97M | |
| Common Stock | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | |
| Retained Earnings | $1.01B | $903M | $808M | $732M | $665M | $599M | $553M | $505M | $458M | $423M | |
| Treasury Stock | $888M | $832M | $794M | $748M | $655M | $564M | $532M | $466M | $431M | $420M | |
| Stockholders' Equity | $394M | $322M | $248M | $202M | $212M | $220M | $190M | $195M | $171M | $139M | |
| Liabilities + Equity | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Shares Outstanding | 50,909,297 | 51,359,544 | 51,386,688 | 17,169,500 | 17,569,087 | 17,876,090 | 17,968,966 | 18,557,794 | 18,912,907 | 18,937,233 |
Fluxo de Caixa 14
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $30M | $26M | $25M | $24M | $23M | $23M | $23M | $22M | $21M | |
| Stock-based Comp | $5M | $6M | $5M | $6M | $5M | $5M | $4M | $4M | $3M | $2M | |
| Deferred Tax | $5M | $-5M | $-3M | $-2M | $2M | $-8M | $1M | $1M | $-874.0K | $-1M | |
| Amort. of Intangibles | $175.0K | $383.0K | $423.0K | $425.0K | $435.0K | $435.0K | $435.0K | $440.0K | $437.0K | $437.0K | |
| Other Non-cash | $3M | $2M | $-5M | $-13M | $-31M | $28M | · | $3M | $2M | $413.0K | |
| Operating Cash Flow | $156M | $127M | $99M | $82M | $67M | $94M | $81M | $79M | $62M | $52M | |
| CapEx | $45M | $36M | $29M | $26M | $30M | $17M | $32M | $15M | $28M | $31M | |
| Investing Cash Flow | $-45M | $-36M | $-29M | $-26M | $-30M | $-17M | $-32M | $-15M | $-28M | $-31M | |
| Stock Repurchased | $56M | $38M | $46M | $94M | $90M | $33M | $66M | $35M | $11M | $28M | |
| Net Stock Activity | $-56M | $-38M | $-46M | $-94M | $-90M | $-33M | · | $-35M | $-11M | $-28M | |
| Financing Cash Flow | $-48M | $-27M | $-36M | $-82M | $-80M | $-21M | $-57M | $-27M | $-7M | $-25M | |
| Net Change in Cash | $62M | $65M | $34M | $-26M | $-42M | $56M | $-8M | $36M | $27M | $-4M | |
| Taxes Paid | $31M | $28M | $23M | · | · | · | · | · | · | · | |
| Free Cash Flow | $110M | $92M | $70M | $56M | $37M | $77M | · | $63M | $34M | $21M |
Lucratividade 6
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% | 22.4% | · | 20.9% | · | · | |
| Net Margin | 11.5% | 10.6% | 9.6% | 9.2% | 10.3% | 8.4% | · | 7.8% | · | · | |
| Pretax Margin | 14.9% | 13.5% | 12.0% | 11.8% | 13.1% | 10.7% | · | 10.3% | · | · | |
| EBITDA Margin | 3.3% | 3.3% | 3.3% | 3.5% | 3.7% | 4.2% | · | 3.9% | · | · | |
| ROA | 18.6% | 19.0% | 18.0% | 16.4% | 15.8% | 11.0% | · | 15.8% | 14.0% | 12.9% | |
| ROE | 29.1% | 30.6% | 31.7% | 33.4% | 31.1% | 21.6% | · | 24.1% | 21.5% | 21.8% |
Liquidez e Solvência 2
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.4 | |
| Quick Ratio | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 | 1.3 | · | 1.4 | 1.2 | 1.0 |
Eficiência 2
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.8 | 1.9 | 1.8 | 1.5 | 1.3 | · | 2.0 | · | · | |
| Receivables Turnover | 9.3 | 8.9 | 8.9 | 8.8 | 8.8 | 8.5 | · | 8.7 | · | · |
Taxas de Crescimento 9
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.0% | 12.6% | 10.7% | 11.2% | 16.9% | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.1% | 11.5% | 12.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.9% | 24.5% | 16.7% | -65.6% | 43.5% | · | · | · | · | · | |
| EPS CAGR 3Y | 19.3% | -20.6% | -16.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -3.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.0% | 24.8% | 14.9% | -0.07% | 43.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 18.5% | 12.7% | 18.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 10
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Net Income TTM | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| Market Cap | $2.78B | $5.75B | $1.50B | $1.09B | $986M | $611M | · | $404M | $319M | $275M | |
| P/E | 25.5 | 61.2 | 59.6 | 50.3 | 15.3 | 13.4 | 7.1 | 8.8 | 9.0 | 9.6 | |
| P/S | 2.9 | 6.4 | 1.9 | 1.5 | 1.5 | 1.1 | · | 0.7 | 0.6 | 0.5 | |
| P/B | 7.1 | 17.9 | 6.1 | 5.4 | 4.6 | 2.8 | · | 2.1 | 1.9 | 2.0 | |
| P / Tangible Book | 7.8 | 20.2 | 7.1 | 6.6 | 5.7 | 3.4 | · | · | · | · | |
| P / Cash Flow | 17.9 | 45.2 | 15.1 | 13.2 | 14.7 | 6.5 | · | 5.1 | 5.1 | 5.3 | |
| P / FCF | 25.2 | 62.8 | 21.4 | 19.5 | 26.4 | 7.9 | · | 6.4 | 9.2 | 13.1 | |
| Earnings Yield | 3.9% | 1.6% | 1.7% | 2.0% | 6.5% | 7.5% | 14.0% | 11.3% | 11.1% | 10.4% |
Demonstração de Resultados 12
| Métrica | Tendência | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $260M | $249M | $236M | $240M | $235M | $232M | $228M | $224M | $212M | $207M | $202M | $196M | $190M | $185M | $179M | $177M | |
| Cost of Revenue | $192M | $186M | $181M | $181M | $178M | $174M | $175M | $174M | $164M | $164M | $160M | $151M | $148M | $143M | $139M | $141M | |
| Gross Profit | $68M | $63M | $55M | $58M | $57M | $58M | $53M | $51M | $48M | $43M | $42M | $44M | $42M | $42M | $40M | $36M | |
| SG&A Expense | $24M | $23M | $23M | $22M | $21M | $25M | $22M | $22M | $20M | $21M | $20M | $20M | $16M | $19M | $18M | $18M | |
| Pretax Income | $43M | $40M | $32M | $36M | $35M | $33M | $31M | $29M | $28M | $23M | $22M | $25M | $25M | $23M | $22M | $19M | |
| Income Tax | $11M | $9M | $8M | $8M | $8M | $7M | $7M | $5M | $6M | $3M | $5M | $5M | $6M | $4M | $5M | $4M | |
| Net Income | $32M | $31M | $24M | $28M | $27M | $26M | $24M | $23M | $22M | $19M | $17M | $20M | $20M | $18M | $17M | $15M | |
| EPS (Basic) | $0.63 | $0.61 | $0.47 | $0.54 | $0.53 | $0.51 | $0.46 | $0.46 | $0.42 | $-1.17 | $0.33 | $1.16 | $1.16 | $-1.49 | $0.98 | $0.84 | |
| EPS (Diluted) | $0.63 | $0.61 | $0.47 | $0.54 | $0.52 | $0.50 | $0.46 | $0.45 | $0.42 | $-1.15 | $0.33 | $1.15 | $1.14 | $-1.47 | $0.96 | $0.83 | |
| Shares (Basic) | 50,804,000 | -102,700,000 | 51,317,000 | 51,314,000 | 51,352,000 | -102,774,000 | 51,388,000 | 51,399,000 | 51,366,000 | -34,219,000 | 51,318,000 | 17,123,000 | 17,144,000 | -153,000 | 17,245,000 | 17,386,000 | |
| Shares (Diluted) | 50,928,000 | -103,592,000 | 51,582,000 | 51,723,000 | 51,912,000 | -104,006,000 | 52,038,000 | 52,023,000 | 51,939,000 | -34,668,000 | 51,978,000 | 17,346,000 | 17,385,000 | -164,000 | 17,487,000 | 17,650,000 | |
| EBITDA | $9M | · | · | · | $8M | · | · | · | $7M | · | · | · | $6M | · | · | · |
Balanço Patrimonial 22
| Métrica | Tendência | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $256M | $233M | $230M | $207M | $202M | $171M | $163M | $138M | $132M | $106M | $107M | $92M | $87M | · | $78M | $76M | |
| Receivables | $111M | $101M | $102M | $105M | $102M | $104M | $106M | $102M | $98M | $97M | $93M | $87M | $84M | · | $83M | $85M | |
| Prepaid Expense | $11M | $12M | $16M | $10M | $9M | $11M | $15M | $13M | $10M | $11M | $14M | $13M | $12M | · | $13M | $12M | |
| Current Assets | $505M | $462M | $464M | $434M | $422M | $387M | $383M | $363M | $333M | $302M | $294M | $282M | $268M | · | $257M | $248M | |
| PP&E (Net) | $122M | $118M | $114M | $111M | $108M | $92M | $91M | $89M | $87M | $86M | $85M | $85M | $84M | · | $82M | $83M | |
| PP&E (Gross) | · | $381M | · | · | · | $334M | · | · | · | $309M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $263M | · | · | · | $241M | · | · | · | $223M | · | · | · | · | · | · | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | · | $37M | $37M | |
| Intangibles | $219.0K | $263.0K | $307.0K | $350.0K | $394.0K | $438.0K | $505.0K | $611.0K | $716.0K | $821.0K | $927.0K | $1M | $1M | · | $1M | $1M | |
| Other Non-current Assets | $1M | $618.0K | $423.0K | $490.0K | $512.0K | $454.0K | $462.0K | $679.0K | $1M | $1M | $1M | $1M | $723.0K | · | $778.0K | $797.0K | |
| Total Assets | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Accounts Payable | $20M | $24M | $26M | $19M | $21M | $15M | $15M | $14M | $12M | $16M | $15M | $15M | $15M | · | $15M | $17M | |
| Accrued Liabilities | $230M | $204M | $220M | $207M | $205M | $187M | $200M | $199M | $182M | $168M | $173M | $171M | $167M | · | $170M | $158M | |
| Current Liabilities | $260M | $228M | $250M | $230M | $235M | $204M | $217M | $213M | $201M | $184M | $188M | $186M | $188M | · | $186M | $176M | |
| Capital Leases | $21M | $21M | $19M | $19M | $20M | $20M | $21M | $23M | $22M | $23M | $23M | $25M | $23M | · | $26M | $25M | |
| Total Liabilities | $281M | $249M | $269M | $249M | $255M | $224M | $238M | $236M | $222M | $207M | $211M | $212M | $211M | · | $213M | $202M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | |
| Retained Earnings | $1.05B | $1.01B | $982M | $958M | $930M | $903M | $877M | $853M | $829M | $808M | $788M | $771M | $751M | · | $713M | $697M | |
| Treasury Stock | $910M | $888M | $868M | $854M | $841M | $832M | $823M | $813M | $803M | · | $785M | $775M | $766M | · | $730M | $707M | |
| Stockholders' Equity | $409M | $394M | $376M | $363M | $343M | $322M | $301M | $283M | $264M | $248M | $234M | $223M | $207M | $202M | $195M | $198M | |
| Liabilities + Equity | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Shares Outstanding | 50,596,284 | 50,909,297 | 51,143,561 | 51,293,374 | 51,325,363 | 51,359,544 | 51,367,173 | 17,135,160 | 17,123,561 | 51,386,688 | 17,099,318 | 17,119,483 | 17,113,915 | · | 17,180,180 | 17,314,186 |
Fluxo de Caixa 12
| Métrica | Tendência | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $8M | $8M | $8M | $8M | $8M | $7M | $8M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | |
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $950.0K | |
| Deferred Tax | $-340.0K | $6M | $-341.0K | $-349.0K | $-355.0K | $-4M | $-456.0K | $-370.0K | $-268.0K | $-2M | $-270.0K | $-325.0K | $-328.0K | $-907.0K | $-424.0K | $-238.0K | |
| Other Non-cash | $8M | · | · | · | $19M | · | · | · | $11M | · | · | · | $9M | · | · | · | |
| Operating Cash Flow | $50M | $29M | $46M | $25M | $55M | $23M | $42M | $22M | $40M | $15M | $29M | $18M | $37M | $13M | $30M | $10M | |
| CapEx | $7M | $9M | $11M | $10M | $15M | $9M | $10M | $10M | $8M | $10M | $7M | $7M | $5M | $7M | $6M | $5M | |
| Investing Cash Flow | $-7M | $-9M | $-11M | $-10M | $-15M | $-9M | $-10M | $-10M | $-8M | $-10M | $-7M | $-7M | $-5M | $-7M | $-6M | $-5M | |
| Stock Repurchased | $22M | $20M | $14M | $13M | $10M | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $18M | $19M | $23M | $26M | |
| Net Stock Activity | $-22M | · | · | · | $-10M | · | · | · | $-10M | · | · | · | $-18M | · | · | · | |
| Financing Cash Flow | $-20M | $-17M | $-13M | $-10M | $-8M | $-7M | $-8M | $-6M | $-6M | $-7M | $-7M | $-6M | $-16M | $-12M | $-22M | $-23M | |
| Net Change in Cash | $23M | $3M | $23M | $5M | $31M | $8M | $25M | $6M | $26M | $-1M | $15M | $5M | $15M | $-7M | $2M | $-19M | |
| Free Cash Flow | $43M | · | · | · | $40M | · | · | · | $33M | · | · | · | $32M | · | · | · |
Lucratividade 6
| Métrica | Tendência | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.1% | · | 23.3% | 24.3% | 24.2% | · | 23.2% | 22.6% | 22.7% | · | 20.8% | 22.6% | 22.0% | · | 22.5% | 20.3% | |
| Net Margin | 12.4% | · | 10.3% | 11.6% | 11.6% | · | 10.4% | 10.4% | 10.2% | · | 8.5% | 10.2% | 10.4% | · | 9.4% | 8.3% | |
| Pretax Margin | 16.7% | · | 13.7% | 15.0% | 15.0% | · | 13.5% | 12.8% | 13.2% | · | 11.1% | 12.6% | 13.4% | · | 12.4% | 10.4% | |
| EBITDA Margin | 3.4% | · | · | · | 3.2% | · | · | · | 3.2% | · | · | · | 3.4% | · | · | · | |
| ROA | 5.0% | · | 4.1% | 4.9% | 5.0% | · | 4.8% | 4.9% | 4.8% | · | 4.0% | 4.8% | 4.8% | · | 4.0% | 3.5% | |
| ROE | 8.6% | · | 7.1% | 8.6% | 9.0% | · | 8.9% | 9.3% | 9.2% | · | 8.0% | 9.5% | 9.6% | · | 8.2% | 7.0% |
Liquidez e Solvência 2
| Métrica | Tendência | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | · | 1.9 | 1.9 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 1.6 | 1.5 | 1.4 | · | 1.4 | 1.4 | |
| Quick Ratio | 1.4 | · | 1.3 | 1.4 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.1 | 1.0 | 0.9 | · | 0.9 | 0.9 |
Eficiência 2
| Métrica | Tendência | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | |
| Receivables Turnover | 2.4 | · | 2.3 | 2.3 | 2.4 | · | 2.3 | 2.4 | 2.3 | · | 2.3 | 2.3 | 2.3 | · | 2.4 | 2.3 |
Avaliação (TTM) 10
| Métrica | Tendência | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $970M | · | $938M | $927M | $899M | · | $871M | $846M | $817M | · | $774M | $751M | $733M | · | $704M | $690M | |
| Net Income TTM | $112M | · | $103M | $102M | $96M | · | $88M | $82M | $78M | · | $75M | $75M | $69M | · | $68M | $65M | |
| Market Cap | $3.16B | · | $3.46B | $3.97B | $5.28B | · | $5.72B | $1.87B | $1.45B | · | $1.41B | $1.12B | $1.10B | · | $832M | $799M | |
| P/E | 28.9 | · | 34.0 | 39.3 | 55.6 | · | 45.4 | 47.0 | 28.1 | · | 22.5 | 15.3 | 16.2 | · | 12.7 | 12.7 | |
| P/S | 3.3 | · | 3.7 | 4.3 | 5.9 | · | 6.6 | 2.2 | 1.8 | · | 1.8 | 1.5 | 1.5 | · | 1.2 | 1.2 | |
| P/B | 7.7 | · | 9.2 | 10.9 | 15.4 | · | 19.0 | 6.6 | 5.5 | · | 6.0 | 5.0 | 5.3 | · | 4.3 | 4.0 | |
| P / Tangible Book | 8.5 | · | 10.2 | 12.2 | 17.3 | · | 21.7 | 7.6 | 6.4 | · | 7.2 | 6.1 | 6.5 | · | 5.3 | 5.0 | |
| P / Cash Flow | 63.4 | · | · | · | 95.9 | · | · | · | 35.9 | · | · | · | 30.1 | · | · | · | |
| P / FCF | 73.4 | · | · | · | 133.4 | · | · | · | 44.3 | · | · | · | 35.0 | · | · | · | |
| Earnings Yield | 3.5% | · | 2.9% | 2.5% | 1.8% | · | 2.2% | 2.1% | 3.6% | · | 4.4% | 6.5% | 6.2% | · | 7.9% | 7.8% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Receita | $959M | $896M | $795M | $719M | $646M |
| Margem Bruta % | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% |
| Lucro líquido | $110M | $95M | $76M | $66M | $66M |
| EPS Diluído | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 |
Balanço Patrimonial
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 |
| Índice de Liquidez Seca | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 |
Fluxo de Caixa
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $110M | $92M | $70M | $56M | $37M |
Últimas notícias Notícias recentes mencionando esta empresa
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Investidores institucionais (13F) 303 declarantes · $944.5M 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 |
|---|---|---|---|---|
| 45 (-2 vs trimestre anterior) | 29 (-13 vs trimestre anterior) | 114 (+1 vs trimestre anterior) | 72 (-8 vs trimestre anterior) | +3.4M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $107.526.648 | 1.719.876 | 11,38% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $95.626.216 | 1.529.530 | 10,12% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $81.169.841 | 1.298.302 | 8,59% | Ações |
| STATE STREET CORP | $80.603.722 | 1.289.247 | 8,53% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $67.640.638 | 1.081.904 | 7,16% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $56.296.163 | 900.285 | 5,96% | Ações |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $49.371.919 | 789.698 | 5,23% | Ações |
| Owls Nest Partners IA, LLC | $25.487.591 | 407.671 | 2,70% | Ações |
| ALGERT GLOBAL LLC | $23.971.356 | 383.419 | 2,54% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.559.069 | 312.845 | 2,07% | Ações |
| Boston Trust Walden Corp | $14.594.669 | 233.440 | 1,55% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $13.710.073 | 219.291 | 1,45% | Ações |
| RAYMOND JAMES FINANCIAL INC | $13.250.864 | 211.946 | 1,40% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $11.237.032 | 179.735 | 1,19% | Ações |
| TWO SIGMA INVESTMENTS, LP | $9.090.971 | 145.409 | 0,96% | Ações |
| NORGES BANK | $8.652.768 | 138.400 | 0,92% | Ações |
| Rockefeller Capital Management L.P. | $8.652.268 | 138.392 | 0,92% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.174.052 | 130.743 | 0,87% | Ações |
| GOLDMAN SACHS GROUP INC | $7.872.393 | 125.918 | 0,83% | Ações |
| Grantham, Mayo, Van Otterloo & Co. LLC | $7.253.695 | 116.022 | 0,77% | Ações |
| Public Sector Pension Investment Board | $6.693.829 | 107.067 | 0,71% | Ações |
| Quantinno Capital Management LP | $6.610.365 | 105.732 | 0,70% | Ações |
| Granahan Investment Management, LLC | $6.600.174 | 105.569 | 0,70% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $6.381.416 | 102.070 | 0,68% | Ações |
| Assenagon Asset Management S.A. | $6.374.039 | 101.952 | 0,67% | Ações |
| MILLENNIUM MANAGEMENT LLC | $6.302.329 | 100.805 | 0,67% | Ações |
| BANK OF AMERICA CORP /DE/ | $6.176.851 | 98.798 | 0,65% | Ações |
| Cubist Systematic Strategies, LLC | $5.279.083 | 68.188 | 0,56% | Ações |
| Bank of New York Mellon Corp | $5.266.372 | 84.235 | 0,56% | Ações |
| West Coast Financial LLC | $4.984.009 | 44.512 | 0,53% | Ações |
| RHUMBLINE ADVISERS | $4.969.504 | 79.487 | 0,53% | Ações |
| Qube Research & Technologies Ltd | $4.960.462 | 79.342 | 0,53% | Ações |
| ALLIANCEBERNSTEIN L.P. | $4.790.619 | 87.660 | 0,51% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $4.619.790 | 73.893 | 0,49% | Ações |
| Point72 Asset Management, L.P. | $4.138.136 | 66.189 | 0,44% | Ações |
| Voleon Capital Management LP | $4.119.630 | 65.893 | 0,44% | Ações |
| BlackRock, Inc. | $3.974.584 | 63.573 | 0,42% | Ações |
| Edgestream Partners, L.P. | $3.900.373 | 62.386 | 0,41% | Ações |
| REGIONS FINANCIAL CORP | $3.848.544 | 61.557 | 0,41% | Ações |
| Callan Family Office, LLC | $3.832.789 | 61.305 | 0,41% | Ações |
| Swiss National Bank | $3.532.380 | 56.500 | 0,37% | Ações |
| CHATHAM CAPITAL GROUP, INC. | $3.466.734 | 55.450 | 0,37% | Ações |
| PRUDENTIAL FINANCIAL INC | $3.436.037 | 54.959 | 0,36% | Ações |
| Walleye Capital LLC | $3.308.246 | 52.915 | 0,35% | Ações |
| AMERIPRISE FINANCIAL INC | $3.222.843 | 51.549 | 0,34% | Ações |
| Corient Private Wealth LP | $3.183.083 | 50.913 | 0,34% | Ações |
| Legal & General Group Plc | $2.978.891 | 47.647 | 0,32% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $2.550.691 | 40.798 | 0,27% | Ações |
| XTX Topco Ltd | $2.485.733 | 39.759 | 0,26% | Ações |
| AMERICAN CENTURY COMPANIES INC | $2.090.919 | 33.444 | 0,22% | Ações |
| &PARTNERS | $1.988.073 | 31.780 | 0,21% | Ações |
| Nebula Research & Development LLC | $1.987.046 | 19.333 | 0,21% | Ações |
| NewEdge Wealth, LLC | $1.956.126 | 31.288 | 0,21% | Ações |
| Vestmark Advisory Solutions, Inc. | $1.943.622 | 31.088 | 0,21% | Ações |
| IEQ CAPITAL, LLC | $1.862.033 | 29.783 | 0,20% | Ações |
| Engineers Gate Manager LP | $1.832.274 | 29.307 | 0,19% | Ações |
| WELLS FARGO & COMPANY/MN | $1.753.749 | 28.051 | 0,19% | Ações |
| UBS Group AG | $1.677.849 | 26.837 | 0,18% | Ações |
| MARSHALL WACE, LLP | $1.595.322 | 25.517 | 0,17% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.593.048 | 29.150 | 0,17% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.574.691 | 25.187 | 0,17% | Ações |
| Mariner, LLC | $1.545.754 | 24.725 | 0,16% | Ações |
| OP Asset Management Ltd | $1.517.736 | 24.276 | 0,16% | Ações |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.516.985 | 24.264 | 0,16% | Ações |
| D. E. Shaw & Co., Inc. | $1.448.964 | 23.176 | 0,15% | Ações |
| LYELL WEALTH MANAGEMENT, LP | $1.434.709 | 22.948 | 0,15% | Ações |
| WINTON GROUP Ltd | $1.423.705 | 22.772 | 0,15% | Ações |
| FIFTH THIRD BANCORP | $1.418.015 | 22.681 | 0,15% | Ações |
| Brevan Howard Capital Management LP | $1.365.812 | 21.846 | 0,14% | Ações |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.214.388 | 19.424 | 0,13% | Ações |
| MERCER GLOBAL ADVISORS INC /ADV | $1.190.733 | 19.046 | 0,13% | Ações |
| Y-Intercept (Hong Kong) Ltd | $1.188.130 | 19.004 | 0,13% | Ações |
| LPL Financial LLC | $1.161.372 | 18.576 | 0,12% | Ações |
| CAXTON ASSOCIATES LLP | $1.152.306 | 18.431 | 0,12% | Ações |
| Bridgewater Associates, LP | $1.151.743 | 18.422 | 0,12% | Ações |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.151.556 | 18.419 | 0,12% | Ações |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.119.108 | 17.900 | 0,12% | Ações |
| ARGENT CAPITAL MANAGEMENT LLC | $1.107.917 | 17.721 | 0,12% | Ações |
| OneDigital Investment Advisors LLC | $1.101.352 | 17.616 | 0,12% | Ações |
| Linden Thomas Advisory Services, LLC | $1.085.910 | 17.369 | 0,11% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.081.596 | 17.300 | 0,11% | Ações |
| MetLife Investment Management, LLC | $1.077.282 | 17.231 | 0,11% | Ações |
| Balyasny Asset Management L.P. | $1.062.215 | 16.990 | 0,11% | Ações |
| Elo Mutual Pension Insurance Co | $1.042.834 | 16.680 | 0,11% | Ações |
| Illinois Municipal Retirement Fund | $1.038.645 | 16.613 | 0,11% | Ações |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.037.081 | 16.588 | 0,11% | Ações |
| Freestone Grove Partners LP | $1.020.451 | 16.322 | 0,11% | Ações |
| Horizon Investments, LLC | $978.313 | 15.648 | 0,10% | Ações |
| TWO SIGMA ADVISERS, LP | $950.087 | 14.040 | 0,10% | Ações |
| Susquehanna Portfolio Strategies, LLC | $937.550 | 14.996 | 0,10% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $931.173 | 14.894 | 0,10% | Ações |
| Atria Investments, Inc | $899.038 | 14.380 | 0,10% | Ações |
| State of Wyoming | $890.660 | 14.246 | 0,09% | Ações |
| CITIGROUP INC | $888.909 | 14.218 | 0,09% | Ações |
| Squarepoint Ops LLC | $875.280 | 14.000 | 0,09% | Ações |
| Louisiana State Employees Retirement System | $856.524 | 13.700 | 0,09% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $850.710 | 13.607 | 0,09% | Ações |
| Blackstone Inc. | $830.891 | 13.290 | 0,09% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $799.229 | 22.199 | 0,08% | Ações |
| Vanguard Global Advisers, LLC | $775.748 | 12.408 | 0,08% | Ações |
Executivos da empresa 22 insiders · 8 diretores · 2 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Sarah A. Scott | CEO and President | 1 de Julho de 2026 A | — | 0 | 0 | $0 |
| Brandon O'Brien | Chief Financial Officer | 2 de Agosto de 2024 M | 7.502 | 0 | 0 | $0 |
| Richard J Schweppe | Chief Financial Officer | 27 de Dezembro de 2017 M | 1.206 | 0 | 0 | $0 |
| Mark E. Bertels | EVP - Risk Management Services | 29 de Julho de 2026 M | 2.909 | 0 | 0 | $0 |
| Maxim Shishin | Chief Information Officer | 12 de Junho de 2026 M | 7.050 | 0 | 1 | $-136.328 |
| Jennifer Yoss | Vice President of Accounting | 26 de Maio de 2026 M | 2.173 | 0 | 1 | $-58.458 |
| Gordon V Clemons | Chairman of the Board | 2 de Dezembro de 2024 S | 241.584 | 0 | 0 | $0 |
| Diane Blaha | Sr. VP of Sales & Account Mgmt | 4 de Agosto de 2014 A | — | 0 | 0 | $0 |
| Jean Macino | Conselheiro | 4 de Agosto de 2014 A | — | 0 | 0 | $0 |
| Joanna M. Burkey | — | 6 de Agosto de 2026 A | — | 0 | 0 | $0 |
| Michael G Combs | — | 6 de Agosto de 2026 A | 12.322 | 0 | 3 | $-878.246 |
| Alan Hoops | — | 6 de Agosto de 2026 A | 33.192 | 0 | 0 | $0 |
| Judd R Jessup | — | 6 de Agosto de 2026 A | 118.645 | 0 | 3 | $-807.865 |
| Steven J Hamerslag | — | 6 de Agosto de 2026 A | 287.000 | 0 | 2 | $-955.800 |
| MICHAEL JEFFREY J | — | 6 de Agosto de 2026 A | 559.721 | 0 | 1 | $-548.820 |
| Brian S. Nichols | — | 4 de Agosto de 2026 M | 10 | 0 | 0 | $0 |
| CORSTAR HOLDINGS INC | — | 8 de Setembro de 2025 S | 18.742.108 | 0 | 2 | $-9.956.200 |
| Donald C Mcfarlane | — | 26 de Fevereiro de 2015 M | 4.060 | 0 | 0 | $0 |
| Scott R Mccloud | — | 8 de Maio de 2014 A | 12.758 | 0 | 0 | $0 |
| Daniel J Starck | — | 16 de Fevereiro de 2012 S | 25.768 | 0 | 0 | $0 |
| Edwin Hendrick | — | 7 de Novembro de 2006 A | — | 0 | 0 | $0 |
| Peter E Flynn | — | 20 de Agosto de 2004 S | 11.000 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 65 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 |
|---|---|---|---|---|
| PSCH · Invesco Exchange-Traded Fund Trust … | 0,99% | 27.081 SH | 8 de Agosto de 2026 | Diário |
| AMID · EA Series Trust | 0,86% | 14.545 NS | 29 de Maio de 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,75% | 201 NS | 30 de Abril de 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,50% | 25.922 SH | 8 de Agosto de 2026 | Diário |
| IHF · iShares Trust | 0,29% | 57.979 SH | 8 de Agosto de 2026 | Diário |
| VFQY · VANGUARD WELLINGTON FUND | 0,18% | 14.006 SH | 8 de Agosto de 2026 | Diário |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 13.907 NS | 30 de Abril de 2026 | N-PORT |
| IJT · iShares Trust | 0,14% | 180.185 SH | 8 de Agosto de 2026 | Diário |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,13% | 23.027 SH | 8 de Agosto de 2026 | Diário |
| QIDX · Spinnaker ETF Series | 0,13% | 878 NS | 30 de Abril de 2026 | N-PORT |
| XJR · iShares Trust | 0,12% | 3.701 SH | 8 de Agosto de 2026 | Diário |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,12% | 5.029 SH | 8 de Agosto de 2026 | Diário |
| IWO · iShares Trust | 0,11% | 268.952 SH | 8 de Agosto de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,11% | 109.200 SH | 8 de Agosto de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,11% | 31.693 SH | 8 de Agosto de 2026 | Diário |
| IJR · iShares Trust | 0,11% | 1.904.732 SH | 8 de Agosto de 2026 | Diário |
| SAA · ProShares Trust | 0,09% | 372 NS | 31 de Maio de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,08% | 25.160 SH | 8 de Agosto de 2026 | Diário |
| IJS · iShares Trust | 0,08% | 106.065 SH | 8 de Agosto de 2026 | Diário |
| ROSC · Lattice Strategies Trust | 0,08% | 756 NS | 30 de Abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,07% | 1.013 NS | 30 de Abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,07% | 30.993 SH | 8 de Agosto de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,06% | 150.735 NS | 30 de Abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,06% | 20.197 SH | 8 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 169.983 SH | 8 de Agosto de 2026 | Diário |
| ISCG · iShares Trust | 0,06% | 9.412 SH | 8 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,06% | 748.933 SH | 8 de Agosto de 2026 | Diário |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 8.563 NS | 31 de Maio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 12.576 NS | 30 de Abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 23.094 SH | 8 de Agosto de 2026 | Diário |
| VBK · VANGUARD INDEX FUNDS | 0,05% | 370.536 SH | 8 de Agosto de 2026 | Diário |
| ITWO · ProShares Trust | 0,05% | 1.370 NS | 31 de Maio de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 150.140 NS | 31 de Maio de 2026 | N-PORT |
| TEXN · iShares Trust | 0,03% | 92 SH | 8 de Agosto de 2026 | Diário |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 11.950 NS | 30 de Abril de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,03% | 84.683 SH | 8 de Agosto de 2026 | Diário |
| ISCB · iShares Trust | 0,03% | 1.354 SH | 8 de Agosto de 2026 | Diário |
| FHLC · FIDELITY COVINGTON TRUST | 0,03% | 14.092 NS | 30 de Abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 1.072 NS | 31 de Maio de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 10.640 NS | 31 de Maio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1.070 SH | 8 de Agosto de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 358.654 SH | 8 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,02% | 640.211 SH | 8 de Agosto de 2026 | Diário |
| URTY · ProShares Trust | 0,02% | 1.085 NS | 31 de Maio de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 1.706 SH | 8 de Agosto de 2026 | Diário |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,01% | 432 NS | 31 de Maio de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 18.119 NS | 31 de Maio de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 750 NS | 31 de Maio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 663 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1.096 NS | 31 de Maio de 2026 | N-PORT |