CSGP CoStar Group, Inc. - Common Stock
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CoStar Group, Inc. is an American provider of information, analytics, and marketing services to the commercial property industry in North America and Europe. Founded in 1987 by Andrew C. Florance and based in Arlington, Virginia, the company operates the CoStar online database and news website and several online marketplaces, including Apartments.com and Homes.com.
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CoStar Group, Inc. is an American provider of information, analytics, and marketing services to the commercial property industry in North America and Europe. Founded in 1987 by Andrew C. Florance and based in Arlington, Virginia, the company operates the CoStar online database and news website and several online marketplaces, including Apartments.com and Homes.com.
History
Origins
CoStar Group was founded in 1987 by Andrew C. Florance in Washington, D.C., as one of the first companies that digitized and aggregated property data before the Internet became widely available. In 1998, the company went public via an initial public offering on Nasdaq, raising $22.5 million. In June 2004, the lawsuit CoStar Group, Inc. v. LoopNet, Inc. became a landmark case in copyright law about the role of an Internet service provider in monitoring copyrighted content posted on its servers. In October 2009, the company acquired a building from the Mortgage Bankers Association for $41.3 million, which served as the company's headquarters. The building had sold for $97 million two years earlier, with CoStar Group claiming that it had used its analytics data to determine the right time to buy. In 2025, CoStar Group moved its headquarters to Arlington, Virginia.
Growth and expansion
Throughout the 2010s, CoStar Group expanded its footprint in the commercial property industry with a series of acquisitions in North America and Europe. In 2009, it acquired Property and Portfolio Research company Grecam, joining the company's existing Grecam service. In 2012, it acquired the online marketing site LoopNet for $860 million. With the acquisition, CoStar Group also took over the Loopnet properties BizBuySell and LandsofAmerica. Two years later, the company acquired Apartments.com for $585 million, as well as Apartment Finder the following year.
From 2017 through 2020, the company acquired the online marketplaces Westside Rentals, ForRent.com (previously owned by Dominion Enterprises), Cozy Services, Off Campus Partners, and Ten-X; in addition to the hotel research and analytics firm STR, the residential mobile application provider Homesnap. In April 2021, it acquired Homes.com, a prominent residential real-estate website, from Dominion Enterprises for $156 million in cash. In February 2025, CoStar acquired the 3D spatial mapping company Matterport for $1.6 billion.
Overseas, its European division acquired the German real-estate business data company Thomas Daily and the Spanish online marketplace and information provider Belbex in 2016. From 2018 through 2023, it acquired the British online marketplace Realla, the German real-estate data company Emporis, the French online marketplace BureauxLocaux, and the British property portal OnTheMarket. After initially taking a 16.9% stake in Australian real estate information company Domain Group, CoStar entered an agreement to acquire 100% of the company for US$1.92 billion in May 2025.
Other activities
In 2019, CoStar Group announced that Oxford Economics would provide the economic data and forecasts used in its products.
In 2022, Business Insider reported that over 29 then-current and former employees had claimed to have been excessively monitored and micromanaged – including with unscheduled check-in video calls made by the company's IT department – as well as being publicly berated and arbitrarily fired in some cases. The company made efforts to take down criticism of itself on various social media platforms. CoStar Group denied the allegations, contending that the discontent had stemmed from the company's high expectations.
In 2024, CoStar Group purchased an estimated $35 million worth of airtime at Super Bowl LVIII for four Super Bowl commercials advertising its subsidiaries Homes.com and Apartments.com, which The New York Times described as an effort to rival competitor services such as Zillow and Realtor.com.
CoStar has been criticized for anticompetitive and monopolistic business practices, often using aggressive litigation and "public-relations warfare" to "push [competitors] to the brink of collapse or weaken them enough to make them soft targets for an acquisition".
Legal cases
Xceligent
In December 2016, CoStar Group filed a lawsuit against rival Xceligent, owned by London-based Daily Mail and General Trust for copyright infringement of thousands of images. According to the lawsuit, Xceligent used offshore contractors in India and the Philippines to copy CoStar Group's copyrighted photographs and crop out the CoStar Group watermark.. The court entered a $500 million judgement and permanent injunction against Xceligent, valuing each CoStar Group image at $50,000.
CREXi
In September 2020, CoStar Group filed a lawsuit against rival commercial real estate marketplace, Commercial Real Estate Exchange, Inc. (CREXi). The suit alleged CREXi engaged offshore contractors to copy and crop CoStar Group's copyrighted images from LoopNet, a CoStar Group website. In June 2025, the court found significant evidence that CREXi and its contractors copied images from LoopNet, and that CoStar Group owned the photographs that they claimed were infringed.
In September 2024, CoStar Group obtained a permanent injunction against CREXi's founding investor, Leon Capital LLC, for unauthorized access to CoStar's database.
Simultaneously, CoStar Group filed multiple lawsuits in India against CREXi-hired contractors, known as BPOs, for assisting in the copyright infringement. Those cases resulted in several judgments and permanent injunctions against CREXi's offshore contractors.
STR
In February 2024, a proposed consumer class action lawsuit was filed against CoStar Group in multiple states, accusing the company of a price-fixing conspiracy in which it conspired with a group of luxury hotel chains—including Hilton, Hyatt, Marriott, InterContinental, Loews, and Accor—to keep room rental prices artificially high by sharing competitively sensitive information through the company's STR reports. These allegations were based in part on insider information shared by an STR software engineer. In September 2025, the claims were dismissed by the court.
Move, Inc.
In July 2024, CoStar Group was sued by competitor Move, Inc., the operator of Realtor.com, for alleged trade secret misappropriation. Move sought a preliminary injunction against CoStar Group. The injunction was denied by a California federal court on the basis that Move had not provided evidence of any irreparable harm. In April 2025, less than a year after filing its lawsuit, Move voluntarily dismissed the case.
Zillow
CoStar Group sued Zillow in July 2025 for copyright infringement, including for using tens of thousands of CoStar Group's watermarked photographs on its sites, as well as syndicating those photographs on Zillow's partner sites, Redfin and Realtor.com.
Business
CoStar Group provides commercial real estate information, analytics, and online marketplaces for real estate transactions. Its research services include online services and research for the rental home and hotel industry.
As of March 2026, its subsidiaries include:
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
CSGP Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
CSGP 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
CSGP Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 6 21,4%
- Compra 10 35,7%
- Manter 11 39,3%
- Venda 1 3,6%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
20 analistas · 2026-08-17Histórico 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 | $0.32 | $0.30 | 0.02% |
| 31 de Março de 2026 | $0.23 | $0.19 | 0.04% |
| 31 de Dezembro de 2025 | $0.31 | $0.28 | 0.03% |
| 30 de Setembro de 2025 | $0.23 | $0.18 | 0.05% |
| 30 de Junho de 2025 | $0.17 | $0.13 | 0.04% |
| 31 de Março de 2025 | $0.19 | $0.09 | 0.10% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| CSGP | $28.10B | 3362.0 | 18.7% | 0.22% | 0.08% | 78.9% |
| CBRE | $47.55B | 41.8 | 13.4% | 2.9% | 13.4% | — |
| JLL | $15.80B | 20.5 | 11.5% | 3.0% | 11.1% | — |
| COMP | $5.96B | -105.7 | 23.7% | -0.84% | -9.8% | — |
| Z | $16.40B | 758.0 | 15.5% | 0.89% | 0.48% | 74.1% |
| OPEN | — | — | — | — | — | — |
| NMRK | — | 25.5 | 20.3% | 3.8% | 9.5% | — |
| MMI | $1.05B | -545.8 | 8.5% | -0.25% | -0.32% | — |
| AGNT | — | — | — | — | — | — |
| RMAX | — | 7.3 | -5.2% | — | — | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965M | $838M | $712M | $576M | |
| Cost of Revenue | $686M | $558M | $491M | $414M | $357M | $309M | $289M | $270M | $220M | $174M | $189M | $157M | |
| Gross Profit | $2.56B | $2.18B | $1.96B | $1.77B | $1.59B | $1.35B | $1.11B | $922M | $745M | $664M | $523M | $419M | |
| SG&A Expense | $549M | $439M | $382M | $339M | $257M | $300M | $179M | $157M | $146M | $123M | $116M | $104M | |
| Operating Expenses | $2.63B | $2.17B | $1.68B | $1.32B | $1.15B | $1.06B | $747M | $648M | $571M | $519M | $511M | $338M | |
| Operating Income | $-72M | $5M | $282M | $451M | $432M | $289M | $364M | $274M | $174M | $145M | $11M | $81M | |
| Interest Expense | · | · | · | · | · | · | $3M | $3M | $9M | $10M | $9M | $10M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $537.0K | $516.0K | |
| Other Non-op | $-8M | $-8M | $6M | $3M | $3M | $-827.0K | $11M | · | · | · | · | · | |
| Pretax Income | $30M | $210M | $502M | $486M | $404M | $271M | $391M | $284M | $165M | $137M | $3M | $71M | |
| Income Tax | $23M | $71M | $127M | $117M | $111M | $44M | $76M | $46M | $42M | $52M | $6M | $26M | |
| Net Income | $7M | $139M | $375M | $370M | $293M | $227M | $315M | $238M | $123M | $85M | $-3M | $45M | |
| EPS (Basic) | $0.02 | $0.34 | $0.92 | $0.93 | $0.75 | $0.60 | $0.87 | $6.61 | $3.70 | $2.64 | $-0.11 | $1.48 | |
| EPS (Diluted) | $0.02 | $0.34 | $0.92 | $0.93 | $0.74 | $0.59 | $0.86 | $6.54 | $3.66 | $2.62 | $-0.11 | $1.46 | |
| Shares (Basic) | 416,800,000 | 406,300,000 | 405,300,000 | 396,300,000 | 392,200,000 | 380,726,000 | 363,096,000 | 36,058,000 | 33,200,000 | 32,167,000 | 32,167,000 | 30,215,000 | |
| Shares (Diluted) | 420,700,000 | 407,800,000 | 406,900,000 | 397,800,000 | 394,200,000 | 383,266,000 | 366,301,000 | 36,448,000 | 33,559,000 | 32,436,000 | 31,950,000 | 30,641,000 | |
| EBITDA | $191M | $152M | $390M | $589M | $572M | $406M | $445M | $351M | $237M | $215M | $32M | $97M |
Balanço Patrimonial 28
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.63B | $4.68B | $5.20B | $5.00B | $3.80B | $3.69B | $1.07B | $1.10B | $1.21B | $567M | $422M | $527M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Receivables | $234M | $188M | $190M | $154M | $125M | $104M | $92M | $89M | $61M | $49M | $40M | $39M | |
| Inventory | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Prepaid Expense | $134M | $81M | $70M | $64M | $36M | $29M | $36M | $24M | $16M | $12M | $10M | $10M | |
| Current Assets | $2.12B | $4.95B | $5.48B | $5.19B | $3.99B | $3.89B | $1.20B | $1.21B | $1.29B | $627M | $473M | $596M | |
| PP&E (Net) | $1.32B | $1.01B | $472M | $321M | $271M | $126M | $108M | $83M | $84M | $88M | $88M | $74M | |
| PP&E (Gross) | $1.47B | $1.15B | $578M | $407M | $357M | $292M | $243M | $193M | $183M | $163M | $145M | $123M | |
| Accum. Depreciation | $146M | $135M | $106M | $86M | $86M | $166M | $136M | $110M | $98M | $75M | $56M | $49M | |
| Goodwill | $4.94B | $2.53B | $2.39B | $2.31B | $2.32B | $2.24B | $1.88B | $1.61B | $1.28B | $1.25B | $1.25B | $1.14B | |
| Intangibles | $1.77B | $433M | $314M | $329M | $436M | $427M | $421M | $289M | $183M | $196M | $238M | $242M | |
| Total Assets | $10.54B | $9.26B | $8.92B | $8.40B | $7.26B | $6.92B | $3.85B | $3.31B | $2.87B | $2.19B | $2.08B | $2.07B | |
| Accounts Payable | $42M | $44M | $23M | $29M | $22M | $16M | $8M | $6M | $9M | $11M | $10M | $9M | |
| Accrued Liabilities | · | · | $163M | $89M | $82M | $110M | $39M | $30M | $22M | $31M | $31M | $27M | |
| Current Liabilities | $746M | $552M | $456M | $373M | $339M | $331M | $207M | $154M | $147M | $155M | $135M | $116M | |
| Capital Leases | $117M | $94M | $66M | $76M | $99M | $105M | $120M | · | · | · | · | · | |
| Deferred Tax | $238M | $8M | $37M | $76M | $99M | $73M | $87M | $70M | $12M | $18M | $5M | $30M | |
| Total Liabilities | $2.17B | $1.70B | $1.58B | $1.53B | $1.55B | $1.54B | $448M | $291M | $222M | $531M | $536M | $557M | |
| Long-term Debt | $140M | $1.00B | $1.00B | $1.00B | $1.00B | $1.00B | $0 | $0 | $0 | $338M | $355M | $372M | |
| Total Debt | $993M | $992M | $990M | $989M | $988M | $987M | · | · | $0 | $338M | $355M | $385M | |
| Common Stock | $4M | $4M | $4M | $4M | $4M | $4M | $366.0K | $364.0K | $361.0K | $326.0K | $325.0K | $323.0K | |
| Paid-in Capital | $6.41B | $5.23B | $5.15B | $5.07B | $4.25B | $4.20B | $2.47B | $2.42B | $2.34B | $1.47B | $1.44B | $1.41B | |
| Retained Earnings | $2.35B | $2.34B | $2.20B | $1.83B | $1.46B | $1.17B | $940M | $613M | $321M | $196M | $111M | $114M | |
| Treasury Stock | $510M | $0 | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $80M | $-26M | $-18M | $-29M | $-6M | $-889.0K | $-9M | $-12M | $-9M | $-13M | $-8M | $-6M | |
| Stockholders' Equity | $8.33B | $7.55B | $7.34B | $6.87B | $5.71B | $5.38B | $3.41B | $3.02B | $2.65B | $1.65B | $1.54B | $1.51B | |
| Liabilities + Equity | $10.54B | $9.26B | $8.92B | $8.40B | $7.26B | $6.92B | $3.85B | $3.31B | $2.87B | $2.19B | $2.08B | $2.07B | |
| Shares Outstanding | 417,900,000 | 409,500,000 | 408,100,000 | 406,700,000 | 395,000,000 | 394,285,000 | 36,668,000 | 36,446,000 | 36,107,000 | 32,509,000 | 32,509,000 | 32,318,000 |
Fluxo de Caixa 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $263M | $147M | $108M | $138M | $140M | $117M | $81M | $78M | $64M | $70M | $79M | $70M | |
| Stock-based Comp | $194M | $89M | $85M | $75M | $64M | $53M | $52M | $41M | $39M | $36M | $35M | $28M | |
| Deferred Tax | $36M | $-50M | $-37M | $-31M | $24M | $-12M | $8M | $4M | $-3M | $16M | $-6M | $-1M | |
| Amort. of Intangibles | $118M | $44M | $42M | $74M | $75M | $62M | $34M | $31M | $18M | $23M | $28M | $28M | |
| Other Non-cash | $-70M | $68M | $-40M | $-73M | $-50M | $100M | $1M | $-25M | $12M | $-11M | $85M | $56M | |
| Operating Cash Flow | $430M | $393M | $490M | $479M | $470M | $486M | $458M | $335M | $235M | $201M | $140M | $144M | |
| CapEx | $307M | $579M | $118M | $35M | $124M | $0 | $0 | $30M | $24M | $19M | $35M | $27M | |
| Investing Cash Flow | $-2.82B | $-913M | $-239M | $-69M | $-381M | $-464M | $-484M | $-448M | $-72M | $-23M | $-216M | $-606M | |
| Debt Issued | · | · | · | $0 | $0 | $1.74B | $0 | $0 | · | $0 | $0 | $550M | |
| Net Debt Issued | · | $0 | $0 | $-2M | $0 | $999M | $0 | $0 | $-345M | $-20M | $-20M | $232M | |
| Stock Issued | · | $0 | $0 | $746M | $0 | $1.69B | $0 | $0 | $834M | $0 | $0 | $529M | |
| Stock Repurchased | $500M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-500M | $0 | $0 | $746M | $0 | $1.69B | $0 | $0 | $834M | $0 | $0 | $529M | |
| Financing Cash Flow | $-559M | $-14M | $-4M | $734M | $-16M | $2.66B | $-4M | $3M | $480M | $-31M | $-29M | $734M | |
| Net Change in Cash | $-2.95B | $-535M | $248M | $1.14B | $71M | $2.69B | $-30M | $-111M | $644M | $145M | $-105M | $271M | |
| Taxes Paid | $73M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $123M | $-186M | $372M | $443M | $346M | $438M | $412M | $306M | $210M | $177M | $96M | $116M | |
| Levered FCF | · | · | · | · | · | · | $409M | $303M | $204M | $171M | $87M | $108M |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.9% | 79.6% | 80.0% | 81.0% | 81.6% | 81.4% | 79.3% | 77.3% | 77.2% | 79.2% | 73.5% | 72.7% | |
| Operating Margin | -2.2% | 0.17% | 11.5% | 20.7% | 22.2% | 17.4% | 26.0% | 22.9% | 18.0% | 17.3% | 1.6% | 14.0% | |
| Net Margin | 0.22% | 5.1% | 15.3% | 16.9% | 15.0% | 13.7% | 22.5% | 20.0% | 12.7% | 10.2% | -0.49% | 7.8% | |
| Pretax Margin | 0.92% | 7.7% | 20.4% | 22.3% | 20.8% | 16.3% | 27.9% | 23.8% | 17.1% | 16.3% | 12.6% | 26.3% | |
| EBITDA Margin | 5.9% | 5.5% | 15.9% | 27.0% | 29.4% | 24.5% | 31.8% | 29.5% | 24.6% | 25.7% | 4.5% | 16.8% | |
| ROA | 0.07% | 1.5% | 4.3% | 4.7% | 4.1% | 4.2% | 8.8% | 7.7% | 4.9% | 4.0% | -0.17% | 2.7% | |
| ROE | 0.08% | 1.9% | 5.1% | 5.4% | 5.2% | 4.2% | 9.2% | 8.0% | 5.7% | 5.3% | -0.23% | 3.7% | |
| ROIC | -0.18% | 0.04% | 2.5% | 4.4% | 4.7% | 3.8% | 8.6% | 7.6% | 4.9% | 4.5% | 0.56% | 3.5% |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 9.0 | 12.0 | 13.9 | 11.8 | 11.8 | 5.8 | 7.9 | 8.8 | 4.0 | 3.5 | 5.0 | |
| Quick Ratio | 2.5 | 8.9 | 11.8 | 13.8 | 11.7 | 11.5 | 5.6 | 7.7 | 8.7 | 4.0 | 3.4 | 4.7 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | 0.0 | 0.2 | 0.2 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | 0.0 | 0.2 | 0.2 | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | 139.0 | 96.7 | 19.3 | 14.5 | 1.2 | 7.7 |
Eficiência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | |
| Inventory Turnover | 228.7 | · | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | 15.4 | 14.5 | 14.3 | 15.7 | 17.0 | 16.9 | 15.4 | 16.1 | 17.6 | 18.9 | 18.0 | 19.4 |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.7% | 11.5% | 12.5% | 12.3% | 17.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.2% | 12.1% | 14.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -94.1% | -63.0% | -1.1% | 25.7% | 25.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -72.2% | -22.8% | 16.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -49.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -95.0% | -62.9% | 1.5% | 26.3% | 28.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -73.3% | -22.0% | 18.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -50.1% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965M | $838M | $712M | $576M | |
| Net Income TTM | $7M | $139M | $375M | $370M | $293M | $227M | $315M | $238M | $123M | $85M | $-3M | $45M | |
| Market Cap | $28.10B | $29.32B | $35.66B | · | $31.21B | $3.64B | $2.19B | $1.23B | $968M | $615M | $672M | $593M | |
| Enterprise Value | $27.46B | $25.61B | $31.45B | · | $28.37B | $936M | · | · | $-243M | $386M | $605M | $451M | |
| P/E | 3362.0 | 210.6 | 95.0 | 83.1 | 106.8 | 156.7 | 69.6 | 5.2 | 8.1 | 7.2 | -187.9 | 12.6 | |
| P/S | 8.7 | 10.7 | 14.5 | · | 16.1 | 2.2 | 1.6 | 1.0 | 1.0 | 0.7 | 0.9 | 1.0 | |
| P/B | 3.4 | 3.9 | 4.9 | · | 5.5 | 0.7 | 0.6 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | |
| P / Tangible Book | 17.4 | 6.4 | 7.7 | · | 10.6 | 1.3 | · | · | · | · | · | · | |
| P / Cash Flow | 65.3 | 74.7 | 72.9 | · | 66.4 | 7.5 | 4.8 | 3.7 | 4.1 | 3.1 | 5.1 | 4.1 | |
| P / FCF | 228.5 | -157.3 | 95.9 | · | 90.2 | 8.3 | 5.3 | 4.0 | 4.6 | 3.5 | 7.0 | 5.1 | |
| EV / EBITDA | 143.8 | 168.9 | 80.7 | · | 49.6 | 2.3 | · | · | -1.0 | 1.8 | 18.9 | 4.7 | |
| EV / FCF | 223.2 | -137.4 | 84.6 | · | 82.0 | 2.1 | · | · | -1.2 | 2.2 | 6.3 | 3.9 | |
| EV / Revenue | 8.5 | 9.4 | 12.8 | · | 14.6 | 0.6 | · | · | -0.3 | 0.5 | 0.9 | 0.8 | |
| Earnings Yield | 0.03% | 0.47% | 1.1% | 1.2% | 0.94% | 0.64% | 1.4% | 19.4% | 12.3% | 13.9% | -0.53% | 8.0% |
Demonstração de Resultados 15
| Métrica | Tendência | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $925M | $897M | $900M | $834M | $781M | $732M | $709M | $693M | $678M | $656M | $640M | $625M | $606M | $584M | $573M | $557M | |
| Cost of Revenue | $197M | $196M | $193M | $172M | $168M | $153M | $140M | $141M | $136M | $141M | $136M | $124M | $112M | $119M | $109M | $108M | |
| Gross Profit | $728M | $701M | $707M | $661M | $613M | $579M | $569M | $552M | $542M | $515M | $504M | $501M | $494M | $465M | $464M | $449M | |
| SG&A Expense | $114M | $126M | $129M | $157M | $122M | $141M | $125M | $106M | $110M | $98M | $108M | $94M | $91M | $90M | $92M | $91M | |
| Operating Expenses | $652M | $698M | $658M | $712M | $640M | $622M | $529M | $528M | $558M | $558M | $435M | $439M | $414M | $393M | $337M | $363M | |
| Operating Income | $76M | $3M | $49M | $-51M | $-27M | $-43M | $40M | $24M | $-16M | $-43M | $69M | $62M | $79M | $72M | $127M | $85M | |
| Other Non-op | $0 | $-1M | $-1M | $-21M | $16M | $-2M | $-3M | $-2M | $-2M | $-2M | $4M | $500.0K | $600.0K | $600.0K | $-196.0K | $1M | |
| Pretax Income | $74M | $12M | $61M | $-46M | $22M | $-7M | $85M | $78M | $36M | $12M | $134M | $120M | $132M | $116M | $160M | $97M | |
| Income Tax | $19M | $9M | $14M | $-15M | $16M | $8M | $25M | $25M | $17M | $5M | $37M | $30M | $31M | $29M | $35M | $25M | |
| Net Income | $55M | $3M | $46M | $-31M | $6M | $-15M | $60M | $53M | $19M | $7M | $97M | $91M | $100M | $87M | $124M | $72M | |
| EPS (Basic) | $0.14 | $0.01 | $0.12 | $-0.07 | $0.01 | $-0.04 | $0.14 | $0.13 | $0.05 | $0.02 | $0.23 | $0.22 | $0.25 | $0.22 | $0.31 | $0.18 | |
| EPS (Diluted) | $0.14 | $0.01 | $0.12 | $-0.07 | $0.01 | $-0.04 | $0.14 | $0.13 | $0.05 | $0.02 | $0.24 | $0.22 | $0.25 | $0.21 | $0.31 | $0.18 | |
| Shares (Basic) | 404,100,000 | 413,000,000 | -833,200,000 | 419,900,000 | 419,600,000 | 410,500,000 | -812,100,000 | 406,800,000 | 406,000,000 | 405,600,000 | -810,200,000 | 405,600,000 | 405,400,000 | 404,500,000 | -784,649,000 | 394,712,000 | |
| Shares (Diluted) | 404,400,000 | 414,000,000 | -834,000,000 | 419,900,000 | 424,300,000 | 410,500,000 | -814,900,000 | 408,000,000 | 407,400,000 | 407,300,000 | -813,200,000 | 407,200,000 | 406,700,000 | 406,200,000 | -787,121,000 | 396,209,000 | |
| EBITDA | $76M | $85M | · | $-51M | $-27M | $4M | · | $24M | $-16M | $-10M | · | $62M | $79M | $98M | · | $85M |
Balanço Patrimonial 27
| Métrica | Tendência | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.27B | $1.22B | $1.63B | $1.94B | $3.63B | $3.68B | $4.68B | · | · | · | · | · | · | · | · | · | |
| Receivables | $253M | $269M | $234M | $244M | $204M | $207M | $188M | $179M | $204M | $197M | · | $193M | $181M | $182M | · | $148M | |
| Inventory | $20M | $14M | $6M | $6M | $7M | $5M | · | · | · | · | · | · | · | · | · | · | |
| Prepaid Expense | $117M | $103M | $134M | $126M | $93M | $82M | $81M | $79M | $84M | $67M | · | $76M | $58M | $60M | · | $75M | |
| Current Assets | $1.65B | $1.71B | $2.12B | $2.41B | $4.33B | $4.35B | $4.95B | $5.20B | $5.21B | $5.22B | · | $5.50B | $5.44B | $5.30B | · | $5.01B | |
| PP&E (Net) | $841M | · | $1.32B | $1.27B | $1.21B | $1.10B | $1.01B | · | · | · | · | $403M | $359M | $331M | · | $306M | |
| PP&E (Gross) | · | · | $1.47B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $146M | · | · | · | $135M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $4.98B | $4.97B | $4.94B | $4.92B | $3.69B | $3.67B | $2.53B | $2.40B | $2.38B | $2.38B | $2.39B | $2.32B | $2.32B | $2.32B | $2.31B | $2.30B | |
| Intangibles | $1.67B | $1.73B | $1.77B | $1.84B | $916M | $957M | $433M | $325M | $342M | $365M | · | $275M | $295M | $312M | · | $343M | |
| Total Assets | $10.14B | $10.16B | $10.54B | $10.82B | $10.51B | $10.43B | $9.26B | $9.14B | $9.07B | $9.03B | · | $8.77B | $8.69B | $8.52B | · | $8.21B | |
| Accounts Payable | $44M | $39M | $42M | $46M | $52M | $39M | $44M | $84M | $101M | $114M | · | $26M | $62M | $32M | · | $31M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $156M | $116M | $87M | · | $77M | |
| Current Liabilities | $747M | $777M | $746M | $770M | $742M | $724M | $552M | $539M | $562M | $574M | · | $413M | $443M | $401M | · | $326M | |
| Capital Leases | $128M | $115M | $117M | $104M | $87M | $90M | $94M | $64M | $54M | $58M | · | $73M | $69M | $69M | · | $85M | |
| Deferred Tax | $245M | $244M | $238M | $249M | $8M | $8M | $8M | $13M | $30M | $34M | · | $63M | $69M | $73M | · | $81M | |
| Total Liabilities | $2.19B | $2.21B | $2.17B | $2.20B | $1.91B | $1.87B | $1.70B | $1.65B | $1.67B | $1.69B | · | $1.56B | $1.59B | $1.55B | · | $1.50B | |
| Long-term Debt | $1.00B | $1.00B | $140M | $1.00B | $1.00B | $1.00B | · | $1.00B | $1.00B | $1.00B | · | $1.00B | $1.00B | $1.00B | · | $1.00B | |
| Total Debt | $994M | $994M | · | $993M | $992M | $992M | · | $992M | $991M | $991M | · | $990M | $990M | $990M | · | $989M | |
| Common Stock | · | · | $4M | · | · | · | $4M | · | · | · | · | · | · | · | · | · | |
| Paid-in Capital | · | · | $6.41B | · | · | · | $5.23B | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | · | · | $2.35B | · | · | · | $2.34B | · | · | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | $510M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| AOCI | · | · | $80M | $57M | $20M | $-17M | $-26M | $-4M | $-22M | $-22M | · | $-28M | $-22M | $-25M | · | $-47M | |
| Stockholders' Equity | $7.93B | $7.91B | $8.33B | $8.62B | $8.60B | $8.56B | $7.55B | $7.49B | $7.40B | $7.34B | · | $7.21B | $7.10B | $6.97B | $6.87B | $6.71B | |
| Liabilities + Equity | $10.14B | $10.16B | $10.54B | $10.82B | $10.51B | $10.43B | $9.26B | $9.14B | $9.07B | $9.03B | · | $8.77B | $8.69B | $8.52B | · | $8.21B | |
| Shares Outstanding | 404,800,000 | 407,100,000 | 417,900,000 | 424,900,000 | 424,100,000 | 423,400,000 | 409,500,000 | 409,500,000 | 409,300,000 | 409,200,000 | 408,100,000 | 408,071,000 | 408,011,000 | 407,623,000 | 406,700,000 | 406,619,000 |
Fluxo de Caixa 15
| Métrica | Tendência | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $85M | $82M | $81M | $69M | $66M | $47M | $39M | $36M | $39M | $33M | $29M | $27M | $26M | $26M | $28M | $46M | |
| Stock-based Comp | $38M | $42M | $41M | $71M | $52M | $30M | $22M | $22M | $23M | $23M | $21M | $22M | $22M | $20M | $21M | $18M | |
| Deferred Tax | $21M | $3M | $31M | $11M | $-5M | $-1M | $-35M | $-9M | $-4M | $-3M | $-24M | $-6M | $-4M | $-3M | $-10M | $-7M | |
| Amort. of Intangibles | $36M | $37M | $42M | $32M | $27M | $17M | $12M | $10M | $10M | $11M | $11M | $10M | $10M | $11M | $13M | $30M | |
| Other Non-cash | · | $22M | · | · | · | $-9M | · | · | · | $80M | · | · | · | $-7M | · | · | |
| Operating Cash Flow | $115M | $152M | $162M | $68M | $146M | $53M | $95M | $100M | $58M | $140M | $149M | $43M | $175M | $123M | $185M | $81M | |
| CapEx | $38M | $45M | $61M | $74M | $119M | $54M | $69M | $60M | $73M | $377M | $56M | $16M | $30M | $16M | $4M | $6M | |
| Investing Cash Flow | $-56M | $-54M | $-66M | $-1.69B | $-151M | $-911M | $-350M | $-85M | $-97M | $-380M | $-163M | $-22M | $-35M | $-20M | $7M | $-19M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-470.0K | · | |
| Stock Repurchased | $82M | $505M | $385M | $51M | $45M | $19M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-505M | · | · | · | $-18M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-108M | $-514M | $-397M | $-64M | $-51M | $-47M | $-200.0K | $2M | $7M | $-22M | $-1M | $3M | $10M | $-16M | $-533.0K | $749M | |
| Net Change in Cash | $-50M | $-417M | $-302M | $-1.69B | $-51M | $-903M | $-257M | $18M | $-32M | $-264M | $-14M | $25M | $150M | $88M | $194M | $810M | |
| Taxes Paid | $13M | $-23M | · | · | $54M | $2M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $107M | · | · | · | $-500.0K | · | · | · | $-237M | · | · | · | $108M | · | · |
Lucratividade 8
| Métrica | Tendência | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.7% | 78.1% | · | 79.3% | 78.5% | 79.1% | · | 79.7% | 80.0% | 78.5% | · | 80.2% | 81.5% | 79.6% | · | 80.5% | |
| Operating Margin | 8.2% | 0.33% | · | -6.1% | -3.5% | -5.9% | · | 3.4% | -2.4% | -6.5% | · | 9.9% | 13.1% | 12.4% | · | 15.3% | |
| Net Margin | 5.9% | 0.33% | · | -3.7% | 0.79% | -2.0% | · | 7.6% | 2.8% | 1.0% | · | 14.5% | 16.6% | 14.9% | · | 13.0% | |
| Pretax Margin | 8.0% | 1.3% | · | -5.5% | 2.8% | -0.92% | · | 11.2% | 5.3% | 1.8% | · | 19.3% | 21.7% | 19.9% | · | 17.5% | |
| EBITDA Margin | 8.2% | 9.5% | · | -6.1% | -3.5% | 0.61% | · | 3.4% | -2.4% | -1.5% | · | 9.9% | 13.1% | 16.7% | · | 15.3% | |
| ROA | 0.53% | 0.03% | · | -0.31% | 0.06% | -0.15% | · | 0.59% | 0.22% | 0.08% | · | 1.1% | 1.2% | 1.1% | · | 0.94% | |
| ROE | 0.67% | 0.04% | · | -0.38% | 0.08% | -0.19% | · | 0.72% | 0.26% | 0.09% | · | 1.3% | 1.6% | 1.4% | · | 1.2% | |
| ROIC | 0.63% | 0.01% | · | -0.36% | -0.08% | -0.99% | · | 0.19% | -0.10% | -0.30% | · | 0.56% | 0.75% | 0.68% | · | 0.82% |
Liquidez e Solvência 4
| Métrica | Tendência | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 2.2 | · | 3.1 | 5.8 | 6.0 | · | 9.6 | 9.3 | 9.1 | · | 13.3 | 12.3 | 13.2 | · | 15.4 | |
| Quick Ratio | 2.0 | 1.9 | · | 2.8 | 5.2 | 5.4 | · | 0.3 | 0.4 | 0.3 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | |
| Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| LT Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Eficiência 3
| Métrica | Tendência | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 14.5 | 20.3 | · | 54.7 | 46.6 | 57.8 | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | 4.0 | 3.8 | · | 3.9 | 3.8 | 3.6 | · | 3.7 | 3.5 | 3.5 | · | 3.7 | 3.6 | 3.7 | · | 4.2 |
Avaliação (TTM) 14
| Métrica | Tendência | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.44B | $3.24B | · | $3.04B | $2.88B | $2.76B | · | $2.65B | $2.56B | $2.47B | · | $2.37B | $2.28B | $2.19B | · | $2.11B | |
| Net Income TTM | $33M | $-37M | · | $14M | $64M | $64M | · | $170M | $217M | $285M | · | $350M | $343M | $332M | · | $309M | |
| Market Cap | $11.46B | $16.42B | · | $35.85B | $34.10B | $33.55B | · | $30.89B | $30.35B | $39.53B | · | $31.38B | $36.31B | $28.06B | · | $28.32B | |
| Enterprise Value | $11.19B | $16.20B | · | $34.91B | $31.46B | $30.86B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 314.7 | -448.2 | · | 2812.3 | 536.0 | 495.2 | · | 179.6 | 137.3 | 138.0 | · | 89.4 | 104.7 | 83.0 | · | 89.3 | |
| P/S | 3.3 | 5.1 | · | 11.8 | 11.8 | 12.2 | · | 11.7 | 11.8 | 16.0 | · | 13.2 | 15.9 | 12.8 | · | 13.4 | |
| P/B | 1.4 | 2.1 | · | 4.2 | 4.0 | 3.9 | · | 4.1 | 4.1 | 5.4 | · | 4.4 | 5.1 | 4.0 | · | 4.2 | |
| P / Tangible Book | 8.9 | 13.6 | · | 19.3 | 8.5 | 8.5 | · | 6.5 | 6.5 | 8.6 | · | 6.8 | 8.1 | 6.5 | · | 7.0 | |
| P / Cash Flow | · | 108.0 | · | · | · | 630.6 | · | · | · | 283.2 | · | · | · | 227.8 | · | · | |
| P / FCF | · | 153.5 | · | · | · | -67092.0 | · | · | · | -166.7 | · | · | · | 261.1 | · | · | |
| EV / EBITDA | 147.3 | 190.6 | · | -683.1 | -1156.7 | 6857.2 | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | · | 151.4 | · | · | · | -61714.8 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 3.3 | 5.0 | · | 11.5 | 10.9 | 11.2 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 0.32% | -0.22% | · | 0.04% | 0.19% | 0.20% | · | 0.56% | 0.73% | 0.72% | · | 1.1% | 0.96% | 1.2% | · | 1.1% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B |
| Margem Bruta % | 78.9% | 79.6% | 80.0% | 81.0% | 81.6% |
| Margem Operacional % | -2.2% | 0.17% | 11.5% | 20.7% | 22.2% |
| Lucro líquido | $7M | $139M | $375M | $370M | $293M |
| EPS Diluído | $0.02 | $0.34 | $0.92 | $0.93 | $0.74 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 |
| Índice de liquidez corrente | 2.8 | 9.0 | 12.0 | 13.9 | 11.8 |
| Índice de Liquidez Seca | 2.5 | 8.9 | 11.8 | 13.8 | 11.7 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $123M | $-186M | $372M | $443M | $346M |
Últimas notícias Notícias recentes mencionando esta empresa
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos
Escolha as métricas que importam para você — clique no ➕ ao lado de qualquer linha em Fundamentos Completos acima.
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Investidores institucionais (13F) 855 declarantes · $8.4B 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 |
|---|---|---|---|---|
| 116 (-35 vs trimestre anterior) | 134 (-32 vs trimestre anterior) | 306 (+11 vs trimestre anterior) | 261 (-14 vs trimestre anterior) | +5.3M |
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 | $1.073.748.382 | 37.914.844 | 12,85% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $755.684.989 | 26.683.792 | 9,05% | Ações |
| BAMCO INC /NY/ | $612.469.928 | 21.626.763 | 7,33% | Ações |
| STATE STREET CORP | $521.396.008 | 18.410.876 | 6,24% | Ações |
| Capital International Investors | $471.330.213 | 16.643.016 | 5,64% | Ações |
| AKRE CAPITAL MANAGEMENT LLC | $331.326.895 | 11.699.396 | 3,97% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $304.726.791 | 10.804.293 | 3,65% | Ações |
| POLEN CAPITAL MANAGEMENT LLC | $248.063.762 | 8.759.314 | 2,97% | Ações |
| BAILLIE GIFFORD & CO | $198.477.463 | 7.008.385 | 2,38% | Ações |
| EdgePoint Investment Group Inc. | $168.504.057 | 5.950.002 | 2,02% | Ações |
| NORGES BANK | $168.501.508 | 5.949.912 | 2,02% | Ações |
| Meritage Group LP | $152.762.724 | 5.394.164 | 1,83% | Ações |
| RGM Capital, LLC | $134.174.730 | 1.995.460 | 1,61% | Ações |
| Capital Research Global Investors | $118.785.369 | 4.193.733 | 1,42% | Ações |
| Bares Capital Management, Inc. | $103.458.797 | 1.226.251 | 1,24% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $94.015.207 | 3.319.746 | 1,13% | Ações |
| Qube Research & Technologies Ltd | $91.144.210 | 3.218.369 | 1,09% | Ações |
| VAN ECK ASSOCIATES CORP | $82.323.918 | 2.906.918 | 0,99% | Ações |
| Spyglass Capital Management LLC | $76.313.819 | 2.694.697 | 0,91% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $70.280.073 | 2.481.641 | 0,84% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $68.053.000 | 2.403.003 | 0,81% | Ações |
| Ensign Peak Advisors, Inc | $67.214.886 | 2.373.407 | 0,80% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $65.078.624 | 2.297.974 | 0,78% | Ações |
| VANGUARD GROUP INC | $61.879.694 | 920.281 | 0,74% | Ações |
| FMR LLC | $55.290.835 | 1.952.360 | 0,66% | Ações |
| GOLDMAN SACHS GROUP INC | $52.467.474 | 1.852.665 | 0,63% | Ações |
| Erste Asset Management GmbH | $49.844.000 | 1.700.000 | 0,60% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $44.698.079 | 1.578.322 | 0,54% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $43.711.439 | 1.543.483 | 0,52% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $43.487.752 | 1.535.584 | 0,52% | Ações |
| Pictet Asset Management Holding SA | $41.653.736 | 1.470.824 | 0,50% | Ações |
| Squarepoint Ops LLC | $40.838.828 | 1.442.049 | 0,49% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.803.483 | 1.299.558 | 0,44% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $34.578.255 | 1.220.984 | 0,41% | Ações |
| Swiss National Bank | $33.524.225 | 1.183.765 | 0,40% | Ações |
| Douglas Lane & Associates, LLC | $33.102.096 | 1.168.859 | 0,40% | Ações |
| TimesSquare Capital Management, LLC | $32.093.697 | 795.580 | 0,38% | Ações |
| TWO SIGMA INVESTMENTS, LP | $31.292.184 | 1.104.950 | 0,37% | Ações |
| RIVERBRIDGE PARTNERS LLC | $30.912.267 | 1.091.535 | 0,37% | Ações |
| HSBC HOLDINGS PLC | $29.377.214 | 1.037.331 | 0,35% | Ações |
| Mitsubishi UFJ Asset Management Co., Ltd. | $28.755.562 | 1.015.380 | 0,34% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $28.291.907 | 999.008 | 0,34% | Ações |
| BlackRock, Inc. | $27.282.412 | 963.362 | 0,33% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $26.911.258 | 667.111 | 0,32% | Ações |
| Focus Partners Wealth | $26.529.388 | 936.775 | 0,32% | Ações |
| Sumitomo Mitsui Trust Group, Inc. | $26.199.398 | 925.120 | 0,31% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $25.565.115 | 902.723 | 0,31% | Ações |
| Vanguard Global Advisers, LLC | $24.949.948 | 881.001 | 0,30% | Ações |
| PRIMECAP MANAGEMENT CO/CA/ | $23.267.712 | 821.600 | 0,28% | Ações |
| RHUMBLINE ADVISERS | $22.375.967 | 790.116 | 0,27% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $21.886.489 | 772.828 | 0,26% | Ações |
| Petrus Trust Company, LTA | $21.415.584 | 756.200 | 0,26% | Ações |
| MILLENNIUM MANAGEMENT LLC | $21.154.898 | 746.995 | 0,25% | Ações |
| Trexquant Investment LP | $20.963.625 | 740.241 | 0,25% | Ações |
| AMERICAN CAPITAL MANAGEMENT INC | $20.536.050 | 725.143 | 0,25% | Ações |
| D. E. Shaw & Co., Inc. | $20.105.472 | 709.939 | 0,24% | Ações |
| Korea Investment CORP | $19.779.169 | 698.417 | 0,24% | Ações |
| PEREGRINE CAPITAL MANAGEMENT LLC | $19.618.765 | 692.753 | 0,23% | Ações |
| Fiera Capital Corp | $19.595.599 | 691.935 | 0,23% | Ações |
| BLAIR WILLIAM & CO/IL | $18.639.054 | 658.159 | 0,22% | Ações |
| ALLIANCEBERNSTEIN L.P. | $18.495.406 | 458.488 | 0,22% | Ações |
| Gotham Asset Management, LLC | $18.011.180 | 635.988 | 0,22% | Ações |
| TUDOR INVESTMENT CORP ET AL | $17.770.517 | 627.490 | 0,21% | Ações |
| BANK OF AMERICA CORP /DE/ | $17.390.661 | 614.077 | 0,21% | Ações |
| Quantinno Capital Management LP | $16.368.852 | 577.996 | 0,20% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.598.656 | 550.800 | 0,19% | Opção de compra |
| BARCLAYS PLC | $15.459.095 | 545.872 | 0,19% | Ações |
| Ion Asset Management Ltd. | $15.186.600 | 180.000 | 0,18% | Ações |
| Chicago Capital, LLC | $14.923.442 | 526.958 | 0,18% | Ações |
| United Asset Strategies, Inc. | $13.848.707 | 489.008 | 0,17% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.810.984 | 487.676 | 0,17% | Ações |
| California Public Employees Retirement System | $13.538.149 | 478.042 | 0,16% | Ações |
| NZS Capital, LLC | $13.467.604 | 475.551 | 0,16% | Ações |
| Man Group plc | $13.239.430 | 467.494 | 0,16% | Ações |
| ExodusPoint Capital Management, LP | $12.992.225 | 458.765 | 0,16% | Ações |
| FORA Capital, LLC | $12.557.919 | 443.586 | 0,15% | Ações |
| CIBC WORLD MARKETS CORP | $12.516.121 | 186.141 | 0,15% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $12.500.788 | 441.412 | 0,15% | Ações |
| Legal & General Group Plc | $12.069.814 | 426.194 | 0,14% | Ações |
| WEITZ INVESTMENT MANAGEMENT, INC. | $11.984.486 | 423.181 | 0,14% | Ações |
| Y-Intercept (Hong Kong) Ltd | $11.919.265 | 420.878 | 0,14% | Ações |
| Ninety One UK Ltd | $11.564.722 | 408.359 | 0,14% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.483.703 | 405.498 | 0,14% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $11.336.100 | 400.286 | 0,14% | Ações |
| Mitsubishi UFJ Trust & Banking Corp | $11.248.421 | 397.190 | 0,13% | Ações |
| Ardmore Road Asset Management LP | $11.048.935 | 390.146 | 0,13% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10.475.370 | 369.893 | 0,13% | Ações |
| WOLVERINE TRADING, LLC | $10.436.097 | 123.900 | 0,12% | Opção de compra |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.340.312 | 256.329 | 0,12% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10.305.648 | 363.900 | 0,12% | Ações |
| FIRST CITIZENS BANK & TRUST CO | $10.229.920 | 361.226 | 0,12% | Ações |
| Prana Capital Management, LP | $10.096.420 | 356.512 | 0,12% | Ações |
| IEQ CAPITAL, LLC | $9.959.219 | 351.667 | 0,12% | Ações |
| Mariner, LLC | $9.840.476 | 347.439 | 0,12% | Ações |
| OSSIAM | $9.793.877 | 345.829 | 0,12% | Ações |
| Envestnet Portfolio Solutions, Inc. | $9.669.694 | 341.444 | 0,12% | Ações |
| JANE STREET GROUP, LLC | $9.398.020 | 331.851 | 0,11% | Ações |
| JANE STREET GROUP, LLC | $9.045.408 | 319.400 | 0,11% | Opção de compra |
| RAYMOND JAMES FINANCIAL INC | $8.969.652 | 316.725 | 0,11% | Ações |
| GENEVA CAPITAL MANAGEMENT LLC | $8.721.015 | 307.945 | 0,10% | Ações |
Executivos da empresa 36 insiders · 17 diretores · 15 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Robin Jack Rossmann | Chief Financial Officer | 31 de Julho de 2026 A | — | 0 | 0 | $0 |
| Christian M. Lown | Chief Financial Officer | 1 de Julho de 2026 F | 129.653 | 0 | 0 | $0 |
| Scott T Wheeler | Chief Financial Officer | 26 de Abril de 2024 M | 303.417 | 0 | 0 | $0 |
| Brian J Radecki | Chief Financial Officer | 13 de Março de 2015 M | 41.473 | 0 | 0 | $0 |
| Frederick G. Saint | President, Marketplaces | 1 de Agosto de 2026 F | 278.415 | 0 | 1 | $-2.258.250 |
| Lisa Ruggles | Senior VP, Global Operations | 1 de Junho de 2025 F | 211.201 | 0 | 0 | $0 |
| Frank Simuro | Chief Technology Officer | 15 de Março de 2025 F | 483.599 | 0 | 0 | $0 |
| Michael J Desmarais | Chief Human Resources Officer | 15 de Março de 2025 F | 79.118 | 0 | 0 | $0 |
| Gene Boxer | General Counsel and Secretary | 15 de Março de 2025 F | 78.572 | 0 | 0 | $0 |
| Matthew Linnington | Executive VP, Sales | 12 de Agosto de 2020 S | 19.766 | 0 | 0 | $0 |
| Francis Carchedi | Executive VP, Corp. Dev. | 28 de Setembro de 2018 D | 6.540 | 0 | 0 | $0 |
| John L Stanfill | Sr. VP-Sales, Customer Service | 11 de Março de 2014 M | 14.316 | 0 | 0 | $0 |
| Jennifer Kitchen | Sr. Vice President, Research | 9 de Setembro de 2013 S | 22.220 | 0 | 0 | $0 |
| Paul Marples | Managing Director, CoStar UK | 30 de Julho de 2012 S | 28.632 | 0 | 0 | $0 |
| Christopher Tully | Sr. VP-Sales, Customer Service | 28 de Maio de 2008 A | 10.682 | 0 | 0 | $0 |
| Craig Farrington | Vice President, Research | 27 de Abril de 2007 F | 6.307 | 0 | 0 | $0 |
| David M Schaffel | Chief Information Officer | 10 de Março de 2005 A | 3.308 | 0 | 0 | $0 |
| Louise S Sams | Conselheiro | 23 de Junho de 2026 A | 28.671 | 1 | 0 | $48.360 |
| Angelique G. Brunner | Conselheiro | 23 de Junho de 2026 A | 18.428 | 0 | 0 | $0 |
| Rachel C Glaser | Conselheiro | 23 de Junho de 2026 A | 12.419 | 0 | 0 | $0 |
| John L Berisford | Conselheiro | 23 de Junho de 2026 A | 11.235 | 0 | 0 | $0 |
| Robert W Musslewhite | Conselheiro | 23 de Junho de 2026 A | 26.539 | 0 | 0 | $0 |
| Christine M Mccarthy | Conselheiro | 23 de Junho de 2026 A | 11.585 | 0 | 0 | $0 |
| Michael R Klein | Conselheiro | 10 de Dezembro de 2024 G | 1.848.592 | 0 | 0 | $0 |
| Christopher J Nassetta | Conselheiro | 27 de Novembro de 2024 S | 229.715 | 0 | 0 | $0 |
| Laura Cox Kaplan | Conselheiro | 17 de Julho de 2024 A | 17.835 | 0 | 0 | $0 |
| Michael J Glosserman | Conselheiro | 30 de Outubro de 2023 A | 101.465 | 0 | 0 | $0 |
| David Jay Steinberg | Conselheiro | 4 de Março de 2020 S | 6.456 | 0 | 0 | $0 |
| HABER WARREN H | Conselheiro | 20 de Setembro de 2018 A | 121.049 | 0 | 0 | $0 |
| David Bonderman | Conselheiro | 11 de Setembro de 2014 A | 294.277 | 0 | 0 | $0 |
| Josiah O Low III | Conselheiro | 2 de Setembro de 2010 A | 20.705 | 0 | 0 | $0 |
| Catherine B Reynolds | Conselheiro | 14 de Setembro de 2007 A | 5.736 | 0 | 0 | $0 |
| Cynthia Cammett Cann | — | 7 de Agosto de 2026 S | 18.822 | 0 | 2 | $-274.017 |
| John W Hill | — | 5 de Agosto de 2026 S | 22.993 | 0 | 2 | $-260.265 |
| Andrew C Florance | — | 4 de Agosto de 2026 P | 1.806.165 | 4 | 0 | $7.484.699 |
| Michael D Arabe | — | 27 de Fevereiro de 2004 A | — | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 2 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| IRS IDENTIFICATION NO. CoStar Group, Inc. | 6 de Maio de 2011 | — | Declaração inicial | M&A / venda | SEC |
| Michael R. Klein | 7 de Julho de 2006 | — | Declaração inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Participação em ETFs Detido por 153 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 |
|---|---|---|---|---|
| RSPR · Invesco Exchange-Traded Fund Trust | 3,33% | 97.801 SH | 20 de Agosto de 2026 | Diário |
| EBIZ · Global X Funds | 2,58% | 21.749 NS | 30 de Abril de 2026 | N-PORT |
| NUMG · Nushares ETF Trust | 1,68% | 171.587 NS | 30 de Abril de 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1,02% | 13.859 NS | 30 de Abril de 2026 | N-PORT |
| URE · ProShares Trust | 1,01% | 17.468 NS | 31 de Maio de 2026 | N-PORT |
| IYR · iShares Trust | 0,99% | 1.366.046 SH | 20 de Agosto de 2026 | Diário |
| FPRO · FIDELITY COVINGTON TRUST | 0,97% | 4.176 NS | 30 de Abril de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0,95% | 397.488 NS | 30 de Abril de 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 0,89% | 83.236 NS | 30 de Abril de 2026 | N-PORT |
| ARTY · iShares Trust | 0,85% | 979.102 SH | 20 de Agosto de 2026 | Diário |
| QQQE · Direxion Shares ETF Trust | 0,73% | 255.204 NS | 30 de Abril de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,67% | 6.647 NS | 31 de Maio de 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,65% | 6.917 NS | 31 de Maio de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,63% | 15.904.101 SH | 19 de Agosto de 2026 | Diário |
| OGIG · ALPS ETF Trust | 0,61% | 21.915 NS | 31 de Maio de 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,38% | 60.812 SH | 20 de Agosto de 2026 | Diário |
| HOMZ · ETF Series Solutions | 0,34% | 3.595 NS | 31 de Maio de 2026 | N-PORT |
| CGGR · Capital Group Growth ETF | 0,23% | 1.766.090 NS | 31 de Maio de 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 0,23% | 47.372 SH | 20 de Agosto de 2026 | Diário |
| CAPE · DoubleLine ETF Trust | 0,22% | 18.744 NS | 30 de Junho de 2026 | N-PORT |
| SIZE · iShares Trust | 0,19% | 24.354 SH | 20 de Agosto de 2026 | Diário |
| RSP · Invesco Exchange-Traded Fund Trust | 0,18% | 5.444.489 SH | 20 de Agosto de 2026 | Diário |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 100.140 NS | 31 de Maio de 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,17% | 101.268 SH | 20 de Agosto de 2026 | Diário |
| IMCG · iShares Trust | 0,17% | 213.577 SH | 20 de Agosto de 2026 | Diário |
| VBK · VANGUARD INDEX FUNDS | 0,16% | 2.712.100 SH | 19 de Agosto de 2026 | Diário |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,15% | 38.275 SH | 20 de Agosto de 2026 | Diário |
| SPXD · DBX ETF Trust | 0,13% | 279 NS | 31 de Maio de 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,13% | 1.565.081 SH | 19 de Agosto de 2026 | Diário |
| IWS · iShares Trust | 0,12% | 544.838 SH | 20 de Agosto de 2026 | Diário |
| SGLC · RBB Fund, Inc. | 0,11% | 6.618 NS | 31 de Maio de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,10% | 269.136 NS | 31 de Maio de 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1.642.438 SH | 20 de Agosto de 2026 | Diário |
| QUAL · iShares Trust | 0,09% | 1.257.342 SH | 20 de Agosto de 2026 | Diário |
| IMCB · iShares Trust | 0,09% | 45.050 SH | 20 de Agosto de 2026 | Diário |
| QRMI · Global X Funds | 0,08% | 398 NS | 30 de Abril de 2026 | N-PORT |
| QCLR · Global X Funds | 0,08% | 87 NS | 30 de Abril de 2026 | N-PORT |
| QYLD · Global X Funds | 0,08% | 182.020 NS | 30 de Abril de 2026 | N-PORT |
| QTR · Global X Funds | 0,08% | 63 NS | 30 de Abril de 2026 | N-PORT |
| QYLG · Global X Funds | 0,07% | 3.012 NS | 30 de Abril de 2026 | N-PORT |
| XOEF · iShares Trust | 0,07% | 501 SH | 20 de Agosto de 2026 | Diário |
| PTNQ · Pacer Funds Trust | 0,07% | 25.535 NS | 30 de Abril de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,07% | 4.686.477 SH | 19 de Agosto de 2026 | Diário |
| RILA · Spinnaker ETF Series | 0,07% | 800 NS | 30 de Abril de 2026 | N-PORT |
| QSIX · Pacer Funds Trust | 0,06% | 335 NS | 30 de Abril de 2026 | N-PORT |
| CRTC · DBX ETF Trust | 0,06% | 2.510 NS | 31 de Maio de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,06% | 4.425.651 SH | 19 de Agosto de 2026 | Diário |
| USXF · iShares Trust | 0,06% | 24.456 SH | 20 de Agosto de 2026 | Diário |
| EQL · ALPS ETF Trust | 0,05% | 23.420 NS | 31 de Maio de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,05% | 2.346 NS | 30 de Abril de 2026 | N-PORT |