EQH Equitable Holdings, Inc. Common Stock
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Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
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Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.
History
The Equitable Life Assurance Society of the United States opened its headquarters at the Equitable Life Building in 1870 in the Financial District of Manhattan, with entrances facing Broadway, Pine Street, and Cedar Street. Aside from Henry Baldwin Hyde, who was president of Equitable, the firm's officers included James Waddell Alexander (vice president); George W. Phillips (actuary), who was Vice President of the Actuarial Society of America; and Samuel Borrowe (secretary), a member of a prominent New York family connected to the Hallett and Alsop families.
Between 1889 and 1891, Equitable built the Palais Equitable at Stock-im-Eisen-Platz, today part of the Stephansplatz, in the Innere Stadt of Vienna, Austria.
James Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905. James Hazen Hyde, the son of the founder and a vice president of the company, was falsely accused through a media smear campaign initiated by Alexander and board directors E. H. Harriman, Henry Clay Frick and J.P. Morgan of charging a fabulous $200,000 Versailles-themed affair to the company. The repercussions rocked Wall Street and resulted in an investigation of the entire insurance industry by the New York State Legislature.
After the company's headquarters building burned down in 1912, Equitable erected the Equitable Building on the same site in Manhattan.
As one of the largest insurers of its time, Equitable had close ties to influential industrial magnates. In 1915, T. Coleman du Pont acquired a majority stake in Equitable Life Assurance from J. P. Morgan Jr.
In 1943, during World War II, Equitable began underwriting policies for the War Agencies Employees Protective Association to provide group life insurance to U.S. Government employees working in or around war zones. Through WAEPA, Equitable sold policies to employees of some 40 U.S. agencies, including individuals from the Office of Strategic Services and War Information, which often sent their men behind enemy lines, and air-traveling statesmen and Congressmen. By May 1945, only 24 death claims had been filed (about half the normal peacetime rate for a group plan covering 7,000 workers), allowing the insurer to return roughly 30% of the premiums to WAEPA.
In 1954, following blockbusting in East Palo Alto, Equitable pursued a policy forbidding issuing mortgages to white families in integrated communities in order to make receiving government-insured mortgages more difficult in racially heterogeneous areas. This decision helped facilitate white flight and the resulting demographic shift of East Palo Alto.
In 1985, the Equitable Life Assurance Society of the United States, then the third largest life insurance company in the country, formed Equitable Real Estate Investment Management, a subsidiary used by Equitable Life to develop and finance new real estate projects and manage the US$20 billion worth of real estate under Equitable's control.
In December 1990, Equitable announced its decision to demutualize under New York's liberalizing laws. This was intended to enable Equitable to increase and diversify its asset base.
AXA acquisition
On July 18, 1991, AXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake in the business. This enabled Equitable to set aside $500 million for losses in its real estate and junk bond portfolios. There had been rumors that Equitable was nearing a bankruptcy filing prior to the AXA Group infusion of capital.
The investment by AXA Group significantly altered the trajectory of both companies. By 1997, the assets of the U.S. operation, the Equitable Insurance Group, had reached nearly a quarter of a trillion dollars, and by 2003, AXA Equitable Insurance Company was the leading carrier in the world with more than 50 million clients, in more than 50 countries, and with nearly a trillion dollars in client assets.
By 2018, AXA, facing tougher European solvency laws, decided to re-balance its operations from life and annuities and towards property and casualty – from financial risks to insurance risks. As a result, the company decided to begin the process to spin off the U.S. operations, the old Equitable Life Assurance company. In its filing, AXA noted that once the IPO took place, there would be four separate companies created: AXA Equitable Life Insurance Company, AXA Distribution Holding Corp., EQ AZ Life Re Company, and MONY Life Insurance Company of America.
Equitable Holdings
In May 2018, AXA announced the successful completion of the IPO of AXA Equitable Holdings, raising $2.75 billion on the sale of 24.5% of the outstanding shares. Additionally, the company announced an issuance of $750 million of bonds mandatorily exchangeable into shares of AXA Equitable Holdings stock. And finally, $502 million of options were exercised, bringing the total to $4.02 billion in proceeds to AXA.
On March 25, 2019, AXA announced the successful completion of a secondary common stock offering of 40 million shares of AXA Equitable Holdings, Inc. (ticker EQH), bringing down their ownership stake from approximately 60% to 48.3% and raising net proceeds of $1.5 billion.
On November 7, 2019, AXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144 million shares of common stock to Goldman Sachs, which was the sole underwriter for the public offering of the shares. The expected close date was stated by the company at the time as November 13, 2019. This brought to a close a long and largely successful chapter in Equitable's history – the end of the AXA Group ownership of the company.
On January 14, 2020, Equitable unveiled its new branding. In addition to an operating name change, the refreshed brand included a new logo, representative of the Greek goddess Athena, which has been a consistent element of the company’s 160-year-old visual identity.
In March 2026, Equitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22 billion, which would create a combined company with $1.5 trillion in assets under management and over 12 million clients.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
EQH Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
EQH Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor |
|---|---|
| 3 de Agosto de 2026 | $0,3000 |
| 1 de Junho de 2026 | $0,3000 |
| 4 de Março de 2026 | $0,2700 |
| 24 de Novembro de 2025 | $0,2700 |
| 5 de Agosto de 2025 | $0,2700 |
| 2 de Junho de 2025 | $0,2700 |
| 5 de Março de 2025 | $0,2400 |
| 26 de Novembro de 2024 | $0,2400 |
| 6 de Agosto de 2024 | $0,2400 |
| 3 de Junho de 2024 | $0,2400 |
| 23 de Fevereiro de 2024 | $0,2200 |
| 24 de Novembro de 2023 | $0,2200 |
| 4 de Agosto de 2023 | $0,2200 |
| 2 de Junho de 2023 | $0,2200 |
| 24 de Fevereiro de 2023 | $0,2000 |
| 25 de Novembro de 2022 | $0,2000 |
| 5 de Agosto de 2022 | $0,2000 |
| 26 de Maio de 2022 | $0,2000 |
| 25 de Fevereiro de 2022 | $0,1800 |
| 26 de Novembro de 2021 | $0,1800 |
EQH Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 5 27,8%
- Compra 12 66,7%
- Manter 1 5,6%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
11 analistas · 2026-08-13Histórico 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 | $1.70 | $1.68 | 0.02% |
| 31 de Março de 2026 | $1.62 | $1.63 | -0.01% |
| 31 de Dezembro de 2025 | $1.73 | $1.77 | -0.04% |
| 30 de Setembro de 2025 | $1.48 | $1.63 | -0.15% |
| 30 de Junho de 2025 | $1.10 | $1.30 | -0.20% |
| 31 de Março de 2025 | $1.30 | $1.49 | -0.19% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| EQH | — | -9.9 | -6.1% | — | — | — |
| APO | $83.81B | 26.1 | 22.7% | 10.9% | 17.2% | — |
| CRBG | — | -44.4 | -1.2% | — | — | — |
| JXN | $7.13B | -444.4 | 104.3% | 0.40% | 0.27% | — |
| VOYA | $6.99B | 11.8 | 1.7% | 8.0% | 14.6% | — |
| ALRS | $572M | 33.1 | 1.1% | 7.8% | 3.3% | — |
| SOR | — | — | — | — | — | — |
| NEWT | — | — | — | — | — | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | $12.43B | $11.76B | |
| Interest Expense | · | · | $228M | $201M | $244M | $200M | $221M | $231M | $160M | $174M | |
| Interest Income | · | · | · | · | $3.92B | $3.55B | $3.77B | $2.77B | $3.15B | $2.74B | |
| Pretax Income | $-1.19B | $2.08B | $714M | $2.98B | $2.61B | $-1.09B | $-2.06B | $2.49B | $1.24B | $2.03B | |
| Income Tax | $-156M | $280M | $-910M | $594M | $439M | $-744M | $-593M | $301M | $42M | $378M | |
| Net Income | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | $778M | $1.25B | |
| EPS (Basic) | $-4.83 | $3.74 | $3.44 | $5.46 | $4.02 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| EPS (Diluted) | $-4.83 | $3.69 | $3.42 | $5.42 | $3.98 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| Shares (Basic) | 298,100,000 | 321,200,000 | 350,100,000 | 377,600,000 | 417,400,000 | 450,400,000 | 493,600,000 | 556,400,000 | 561,000,000 | 561,000,000 | |
| Shares (Diluted) | 298,100,000 | 324,800,000 | 351,600,000 | 379,900,000 | 421,200,000 | 450,400,000 | 493,600,000 | 556,500,000 | 561,000,000 | 561,000,000 |
Balanço Patrimonial 15
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $12.46B | $6.96B | $8.24B | $4.28B | $5.19B | $6.18B | $4.41B | $4.47B | $4.81B | $5.65B | |
| Goodwill | · | · | · | · | · | · | · | $4.57B | $4.57B | $4.94B | |
| Total Assets | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Short-term Debt | $25M | $0 | $254M | $759M | $92M | $0 | $0 | $546M | $1.86B | · | |
| Deferred Tax | · | · | · | · | $0 | $749M | $528M | $35M | · | · | |
| Total Liabilities | $316.20B | $292.18B | $271.55B | $249.11B | $278.70B | $258.08B | $234.41B | $205.22B | $218.47B | · | |
| Total Debt | · | $3.83B | $4.07B | $4.08B | $92M | $0 | $0 | $546M | · | · | |
| Common Stock | $5M | $5M | $5M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $1.93B | $2.34B | $2.33B | $2.30B | $1.92B | $1.99B | $1.92B | $1.91B | $1.30B | · | |
| Retained Earnings | $8.37B | $10.63B | $10.25B | $9.82B | $8.88B | $10.70B | $11.74B | $13.94B | $12.22B | · | |
| Treasury Stock | $5.17B | $4.20B | $3.71B | $3.30B | $2.85B | $2.25B | $1.83B | $640M | $0 | · | |
| AOCI | $-6.28B | $-8.71B | $-7.80B | $-8.99B | $2.00B | $3.86B | $844M | $-1.41B | $-108M | · | |
| Stockholders' Equity | $-74M | $1.56B | $2.64B | $1.40B | $11.52B | $15.58B | $13.46B | $13.80B | $13.42B | · | |
| Liabilities + Equity | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Shares Outstanding | 283,358,187 | 309,900,248 | 333,877,990 | 365,081,940 | 391,290,224 | 440,776,011 | 463,711,392 | 528,861,758 | 561,000,000 | · |
Fluxo de Caixa 12
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $675M | $296M | $386M | · | |
| Deferred Tax | $-1.05B | $138M | $-939M | $593M | $310M | $-749M | $-664M | $809M | $168M | $209M | |
| Operating Cash Flow | $714M | $2.01B | $-208M | $-250M | $-193M | $-61M | $-216M | $61M | $-243M | $-236M | |
| Investing Cash Flow | $-10.97B | $-15.86B | $-4.85B | $-7.49B | $-12.69B | $-7.82B | $-8.50B | $-2.05B | $-9.69B | $-5.77B | |
| Debt Issued | $495M | $0 | $497M | $0 | $0 | $0 | $0 | $4.06B | $0 | $0 | |
| Net Debt Issued | · | $0 | $497M | · | · | $0 | $-300M | $4.06B | · | · | |
| Stock Repurchased | $1.45B | $1.01B | $919M | $849M | $1.64B | $430M | $1.35B | $648M | $0 | $0 | |
| Net Stock Activity | · | $-1.01B | $-919M | $-849M | $-1.64B | $-430M | $-1.30B | $-648M | · | · | |
| Dividends Paid | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | $0 | $0 | |
| Financing Cash Flow | $15.72B | $12.44B | $9.00B | $7.04B | $11.95B | $9.67B | $8.71B | $1.66B | $9.07B | $5.11B | |
| Net Change in Cash | $5.50B | $-1.43B | $3.96B | $-748M | $-952M | $1.81B | $1M | $-345M | $-840M | $-903M | |
| Taxes Paid | $576M | $-38M | $265M | $89M | $305M | $-173M | $-506M | $57M | $31M | $31M |
Lucratividade 4
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 10.5% | 12.4% | 12.7% | -4.0% | -5.2% | -18.1% | 15.1% | · | · | |
| Pretax Margin | · | 17.0% | 7.0% | 18.0% | -1.5% | -8.8% | -21.2% | 20.4% | · | · | |
| ROA | · | 0.44% | 0.49% | 0.65% | -0.15% | -0.24% | -0.74% | 0.81% | · | · | |
| ROE | · | 54.6% | 64.3% | 27.1% | -3.2% | -3.9% | -12.7% | 13.4% | · | · |
Liquidez e Solvência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 2.4 | 1.5 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | 2.4 | 1.4 | 2.0 | · | · | · | · | · | · |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | · | · |
Taxas de Crescimento 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -6.1% | 18.8% | -17.3% | 66.1% | -38.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.6% | 17.7% | -5.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 7.9% | -37.4% | 37.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -2.5% | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -0.23% | -40.4% | 22.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -10.0% | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | · | · | |
| Net Income TTM | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | · | · | |
| Market Cap | · | $14.62B | $11.12B | $10.48B | $12.83B | $11.28B | $11.49B | $8.79B | · | · | |
| Enterprise Value | · | $11.49B | $6.95B | $10.28B | $7.73B | $5.10B | $7.09B | $4.87B | · | · | |
| P/E | -9.9 | 12.8 | 9.7 | 5.3 | 8.2 | -16.4 | -6.9 | 5.0 | · | · | |
| P/S | · | 1.2 | 1.1 | 0.8 | 1.7 | 0.9 | 1.2 | 0.7 | · | · | |
| P/B | · | 9.2 | 4.2 | 6.3 | 1.1 | 0.7 | 0.8 | 0.6 | · | · | |
| P / Tangible Book | · | 9.3 | 4.2 | 7.5 | 1.1 | 0.7 | · | · | · | · | |
| P / Cash Flow | · | 7.3 | -53.5 | -12.3 | -17.0 | -184.9 | -53.2 | 144.2 | · | · | |
| EV / Revenue | · | 0.9 | 0.7 | 0.8 | 1.0 | 0.4 | 0.7 | 0.4 | · | · | |
| Dividend Yield | · | 2.1% | 2.7% | 2.8% | 2.3% | 2.6% | 2.5% | 1.8% | · | · | |
| Earnings Yield | -10.1% | 7.8% | 10.3% | 18.9% | 12.1% | -6.1% | -14.4% | 20.0% | · | · | |
| Payout Ratio | · | 23.1% | 23.1% | 16.5% | -67.4% | -45.8% | -16.4% | 8.6% | · | · | |
| Annual Payout | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | · | · |
Demonstração de Resultados 9
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.66B | $4.23B | $3.28B | $1.45B | $2.36B | $4.58B | $3.62B | $3.07B | $3.51B | $2.23B | $2.11B | $3.63B | $2.36B | $2.36B | $2.99B | $4.69B | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $57M | · | $55M | $55M | $61M | $51M | $50M | |
| Pretax Income | $-493M | $887M | $344M | $-1.35B | $-363M | $174M | $1.19B | $-11M | $681M | $219M | $-821M | $1.46B | $539M | $-459M | $825M | $1.27B | |
| Income Tax | $-140M | $156M | $33M | $-133M | $-80M | $24M | $179M | $-39M | $116M | $24M | $-228M | $336M | $-293M | $-725M | $177M | $264M | |
| Net Income | $-453M | $621M | $215M | $-1.31B | $-349M | $63M | $892M | $-132M | $428M | $92M | $-702M | $1.05B | $760M | $177M | $594M | $967M | |
| EPS (Basic) | $-1.68 | $2.16 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.72 | $-0.46 | $1.24 | $0.24 | $-2.06 | $2.98 | $2.07 | $0.45 | $1.55 | $2.48 | |
| EPS (Diluted) | $-1.68 | $2.14 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.69 | $-0.46 | $1.23 | $0.23 | $-2.06 | $2.97 | $2.06 | $0.45 | $1.54 | $2.47 | |
| Shares (Basic) | 278,300,000 | 281,300,000 | -609,100,000 | 296,200,000 | 303,200,000 | 307,800,000 | -651,400,000 | 318,200,000 | 324,200,000 | 330,200,000 | -713,400,000 | 346,400,000 | 355,200,000 | 361,900,000 | 374,500,000 | 378,900,000 | |
| Shares (Diluted) | 278,300,000 | 283,800,000 | -613,200,000 | 296,200,000 | 303,200,000 | 311,900,000 | -653,400,000 | 318,200,000 | 327,300,000 | 332,700,000 | -716,600,000 | 348,000,000 | 356,100,000 | 364,100,000 | 376,800,000 | 380,600,000 |
Balanço Patrimonial 13
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17.18B | $9.90B | $12.46B | $13.60B | $14.96B | $8.16B | $6.96B | $9.58B | $9.68B | $10.36B | · | $6.10B | $7.69B | $5.02B | $4.14B | $5.11B | |
| Total Assets | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Short-term Debt | $0 | $0 | $25M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $751M | · | · | |
| Total Liabilities | $333.43B | $308.13B | $316.20B | $312.46B | $300.12B | $282.87B | $292.18B | $292.79B | $283.30B | $280.83B | $271.55B | $256.33B | $263.21B | $255.42B | $240.41B | $246.13B | |
| Total Debt | $3.84B | $3.84B | · | $3.83B | $4.33B | $4.33B | · | $3.83B | $3.83B | $3.82B | · | $3.82B | $3.82B | $4.57B | · | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $3M | $4M | $4M | $4M | $4M | |
| Paid-in Capital | $1.94B | $1.92B | $1.93B | $1.92B | $1.90B | $2.31B | $2.34B | $2.34B | $2.34B | $2.32B | · | $2.31B | $2.30B | $2.30B | $2.03B | $1.92B | |
| Retained Earnings | $8.23B | $8.78B | $8.37B | $8.36B | $9.87B | $10.45B | $10.63B | $9.98B | $10.32B | $10.11B | $10.25B | $11.16B | $10.32B | $9.81B | $10.84B | $10.72B | |
| Treasury Stock | $5.56B | $5.19B | $5.17B | $5.01B | $4.42B | $4.30B | $4.20B | $4.07B | $3.93B | $3.80B | · | $3.59B | $3.49B | $3.40B | $3.20B | $3.06B | |
| AOCI | $-6.46B | $-6.30B | $-6.28B | $-6.19B | $-7.43B | $-7.57B | $-8.71B | $-6.59B | $-8.64B | $-8.17B | $-7.80B | $-9.80B | $-7.14B | $-6.52B | $-7.88B | $-5.55B | |
| Stockholders' Equity | $-785M | $273M | $-74M | $148M | $1.15B | $2.40B | $1.56B | $3.22B | $1.64B | $2.03B | $2.64B | $1.64B | $3.55B | $3.75B | $3.35B | $5.59B | |
| Liabilities + Equity | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Shares Outstanding | 273,083,312 | 281,499,559 | 283,358,187 | 289,208,849 | 301,768,056 | 306,340,799 | 309,900,248 | 315,465,246 | 321,591,488 | 327,616,168 | · | 342,074,647 | 350,240,160 | 359,089,998 | 370,114,999 | 376,922,387 |
Fluxo de Caixa 9
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $643M | $499M | $-154M | $369M | $341M | $158M | $400M | $683M | $892M | $31M | $-393M | $411M | $361M | $-587M | $513M | $190M | |
| Investing Cash Flow | $-2.16B | $-2.96B | $-2.48B | $-4.77B | $-2.52B | $-1.20B | $-5.54B | $-2.39B | $-5.25B | $-2.68B | $115M | $-2.45B | $-1.09B | $-1.43B | $-2.52B | $-1.58B | |
| Debt Issued | $0 | $0 | $0 | $0 | $0 | $495M | $0 | $0 | $0 | $0 | $0 | $1M | $0 | $496M | $0 | $0 | |
| Net Debt Issued | · | $0 | · | · | · | $495M | · | · | · | $0 | · | · | · | $496M | · | · | |
| Stock Repurchased | $366M | $147M | $277M | $676M | $235M | $262M | $260M | $254M | $247M | $253M | $241M | $238M | $226M | $214M | $200M | $220M | |
| Net Stock Activity | · | $-147M | · | · | · | $-262M | · | · | · | $-253M | · | · | · | $-214M | · | · | |
| Dividends Paid | $83M | $76M | $77M | $81M | $82M | $74M | $75M | $76M | $78M | $73M | $74M | $77M | $78M | $72M | $75M | $75M | |
| Financing Cash Flow | $8.80B | $-96M | $1.49B | $3.05B | $8.94B | $2.23B | $2.55B | $1.58B | $3.36B | $4.95B | $2.39B | $470M | $3.39B | $2.75B | $1.08B | $824M | |
| Net Change in Cash | $7.28B | $-2.56B | $-1.14B | $-1.35B | $6.79B | $1.20B | $-2.62B | $-105M | $-992M | $2.28B | $2.13B | $-1.59B | $2.67B | $742M | $-970M | $-604M |
Lucratividade 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -27.3% | 14.7% | · | -90.3% | -14.8% | 1.4% | · | -4.4% | 12.2% | 5.1% | · | 29.4% | 31.9% | 7.5% | 9.1% | 33.4% | |
| Pretax Margin | -29.7% | 21.0% | · | -93.0% | -15.4% | 3.8% | · | -0.46% | 19.4% | 11.1% | · | 40.7% | 22.7% | -19.5% | 13.9% | 43.3% | |
| ROA | -0.14% | 0.21% | · | -0.43% | -0.12% | 0.02% | · | -0.05% | 0.15% | 0.04% | · | 0.42% | 0.29% | 0.07% | 0.10% | 0.64% | |
| ROE | -248.9% | 46.5% | · | -77.7% | -25.0% | 2.8% | · | -5.5% | 16.5% | 3.9% | · | 42.6% | 16.6% | 3.0% | 3.6% | 20.0% |
Liquidez e Solvência 2
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.2 | · | · | |
| LT Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.0 | · | · |
Eficiência 1
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Avaliação (TTM) 12
| 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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.70B | $12.62B | · | $11.46B | $13.52B | $13.39B | · | $12.44B | $11.73B | $10.58B | · | $11.35B | $12.40B | $13.19B | $14.44B | $14.40B | |
| Net Income TTM | $-1.49B | $-974M | · | $-1.73B | $10M | $451M | · | $1.44B | $2.33B | $2.08B | · | $2.58B | $2.50B | $2.27B | $2.76B | $2.29B | |
| Market Cap | $11.98B | $10.45B | · | $14.69B | $16.93B | $15.96B | · | $13.26B | $13.14B | $12.45B | · | $9.71B | $9.51B | $9.12B | $9.75B | $9.83B | |
| Enterprise Value | $-1.36B | $4.38B | · | $4.92B | $6.30B | $12.12B | · | $7.51B | $7.29B | $5.92B | · | $7.44B | $5.64B | $8.67B | · | · | |
| P/E | -8.4 | -11.0 | · | -8.5 | -200.4 | 44.9 | · | 10.6 | 6.3 | 6.7 | · | 4.0 | 4.2 | 4.4 | 3.8 | 4.6 | |
| P/S | 1.2 | 0.8 | · | 1.3 | 1.3 | 1.2 | · | 1.1 | 1.1 | 1.2 | · | 0.9 | 0.8 | 0.7 | 0.7 | 0.7 | |
| P/B | -15.3 | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Tangible Book | · | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Cash Flow | · | 20.9 | · | · | · | 101.0 | · | · | · | 401.7 | · | · | · | -15.5 | · | · | |
| EV / Revenue | -0.1 | 0.3 | · | 0.4 | 0.5 | 0.9 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.5 | 0.7 | · | · | |
| Earnings Yield | -11.9% | -9.1% | · | -11.8% | -0.50% | 2.2% | · | 9.4% | 15.9% | 15.0% | · | 24.7% | 24.0% | 22.8% | 26.3% | 21.5% | |
| Payout Ratio | · | 12.2% | · | · | · | 117.5% | · | · | · | 64.0% | · | · | · | 40.7% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Receita | $11.66B | $12.43B | — | — | — |
| Lucro líquido | $-1.38B | $1.28B | — | — | — |
| EPS Diluído | $-4.83 | $3.69 | — | — | — |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | — | 2.4 | — | — | — |
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Investidores institucionais (13F) 522 declarantes · $7.2B 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 |
|---|---|---|---|---|
| 64 (-39 vs trimestre anterior) | 120 (+38 vs trimestre anterior) | 153 (-28 vs trimestre anterior) | 189 (-8 vs trimestre anterior) | +18.3M |
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 |
|---|---|---|---|---|
| NORGES BANK | $804.175.026 | 18.326.687 | 11,15% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589.922.325 | 13.443.991 | 8,18% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $557.420.497 | 12.703.293 | 7,73% | Ações |
| STATE STREET CORP | $411.958.428 | 9.388.296 | 5,71% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $399.575.800 | 9.106.103 | 5,54% | Ações |
| Capital International Investors | $369.251.911 | 8.415.039 | 5,12% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $317.364.557 | 7.232.556 | 4,40% | Ações |
| VIKING GLOBAL INVESTORS LP | $236.903.556 | 5.398.896 | 3,29% | Ações |
| THORNBURG INVESTMENT MANAGEMENT INC | $225.645.748 | 5.142.337 | 3,13% | Ações |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208.145.614 | 4.743.519 | 2,89% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $190.733.182 | 4.345.306 | 2,65% | Ações |
| Conifer Management, L.L.C. | $184.296.000 | 4.200.000 | 2,56% | Ações |
| Castle Hook Partners LP | $157.947.771 | 3.599.539 | 2,19% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $153.015.876 | 3.487.144 | 2,12% | Ações |
| BANK OF MONTREAL /CAN/ | $150.215.501 | 3.423.325 | 2,08% | Ações |
| FMR LLC | $108.666.198 | 2.476.440 | 1,51% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94.016.367 | 2.142.579 | 1,30% | Ações |
| D. E. Shaw & Co., Inc. | $88.435.006 | 2.015.383 | 1,23% | Ações |
| ALGEBRIS (UK) LTD | $85.645.508 | 1.957.978 | 1,19% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $79.273.125 | 1.806.589 | 1,10% | Ações |
| Alyeska Investment Group, L.P. | $59.923.669 | 1.365.626 | 0,83% | Ações |
| Qube Research & Technologies Ltd | $57.899.397 | 1.319.494 | 0,80% | Ações |
| CITADEL ADVISORS LLC | $57.206.707 | 1.303.708 | 0,79% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51.473.390 | 1.173.049 | 0,71% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50.462.000 | 1.150.000 | 0,70% | Ações |
| Woodline Partners LP | $47.424.626 | 1.080.780 | 0,66% | Ações |
| CI INVESTMENTS INC. | $41.675.469 | 949.760 | 0,58% | Ações |
| LAZARD ASSET MANAGEMENT LLC | $38.797.687 | 884.177 | 0,54% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $35.977.212 | 819.900 | 0,50% | Ações |
| BRUNI J V & CO /CO | $33.652.845 | 766.929 | 0,47% | Ações |
| RHUMBLINE ADVISERS | $33.448.952 | 762.284 | 0,46% | Ações |
| Zurich Insurance Group Ltd/FI | $33.116.806 | 754.713 | 0,46% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $32.898.284 | 749.733 | 0,46% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $31.816.554 | 725.081 | 0,44% | Ações |
| GOLDMAN SACHS GROUP INC | $29.025.128 | 661.466 | 0,40% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28.506.466 | 649.646 | 0,40% | Ações |
| TCW GROUP INC | $28.491.460 | 649.304 | 0,40% | Ações |
| Poplar Forest Capital LLC | $27.439.918 | 526.779 | 0,38% | Ações |
| MILLENNIUM MANAGEMENT LLC | $26.820.597 | 611.226 | 0,37% | Ações |
| Ensign Peak Advisors, Inc | $25.908.288 | 590.435 | 0,36% | Ações |
| STOREBRAND ASSET MANAGEMENT AS | $25.836.412 | 588.797 | 0,36% | Ações |
| Swiss National Bank | $24.800.976 | 565.200 | 0,34% | Ações |
| AMERIPRISE FINANCIAL INC | $23.222.218 | 529.221 | 0,32% | Ações |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $22.508.553 | 512.957 | 0,31% | Ações |
| Caisse de depot et placement du Quebec | $21.193.908 | 482.997 | 0,29% | Ações |
| COMMUNITY TRUST & INVESTMENT CO | $20.802.977 | 474.088 | 0,29% | Ações |
| Prana Capital Management, LP | $19.562.933 | 445.828 | 0,27% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $18.938.940 | 510.346 | 0,26% | Ações |
| California Public Employees Retirement System | $17.782.721 | 405.258 | 0,25% | Ações |
| Retirement Systems of Alabama | $17.625.323 | 401.671 | 0,24% | Ações |
| HSBC HOLDINGS PLC | $17.303.857 | 395.336 | 0,24% | Ações |
| Four Tree Island Advisory LLC | $16.632.407 | 379.043 | 0,23% | Ações |
| Point72 Asset Management, L.P. | $16.348.064 | 372.563 | 0,23% | Ações |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $15.870.957 | 361.690 | 0,22% | Ações |
| RAYMOND JAMES FINANCIAL INC | $15.173.762 | 345.801 | 0,21% | Ações |
| MOORE CAPITAL MANAGEMENT, LP | $15.156.503 | 345.408 | 0,21% | Ações |
| BlackRock, Inc. | $14.964.660 | 341.036 | 0,21% | Ações |
| Legal & General Group Plc | $13.862.746 | 315.924 | 0,19% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.939.861 | 294.892 | 0,18% | Ações |
| Robeco Institutional Asset Management B.V. | $12.258.931 | 279.374 | 0,17% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $12.108.415 | 275.843 | 0,17% | Ações |
| Hudson Bay Capital Management LP | $11.997.319 | 273.412 | 0,17% | Ações |
| BANK OF AMERICA CORP /DE/ | $11.615.255 | 264.705 | 0,16% | Ações |
| Bridgewater Associates, LP | $11.453.689 | 261.023 | 0,16% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11.420.340 | 260.263 | 0,16% | Ações |
| Quantinno Capital Management LP | $11.357.994 | 258.842 | 0,16% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $11.299.160 | 257.501 | 0,16% | Ações |
| Swedbank AB | $11.179.089 | 254.765 | 0,16% | Ações |
| ALLIANCEBERNSTEIN L.P. | $10.420.785 | 280.808 | 0,14% | Ações |
| Philadelphia Financial Management of San Francisco, LLC | $9.918.196 | 226.030 | 0,14% | Ações |
| Brandywine Global Investment Management, LLC | $9.391.243 | 197.088 | 0,13% | Ações |
| TWO SIGMA INVESTMENTS, LP | $9.254.775 | 210.911 | 0,13% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.090.356 | 207.164 | 0,13% | Ações |
| Squarepoint Ops LLC | $8.997.726 | 205.053 | 0,12% | Ações |
| HARRIS ASSOCIATES L P | $8.371.295 | 190.777 | 0,12% | Ações |
| New York Life Investment Management LLC | $8.032.058 | 183.046 | 0,11% | Ações |
| UBS Group AG | $7.823.058 | 178.283 | 0,11% | Ações |
| Cubist Systematic Strategies, LLC | $7.440.336 | 146.521 | 0,10% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $7.296.279 | 166.278 | 0,10% | Ações |
| Aberdeen Group plc | $7.286.581 | 166.057 | 0,10% | Ações |
| OPPENHEIMER ASSET MANAGEMENT INC. | $7.092.807 | 161.641 | 0,10% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.045.334 | 189.850 | 0,10% | Ações |
| APG Asset Management N.V. | $7.034.348 | 183.281 | 0,10% | Ações |
| Y-Intercept (Hong Kong) Ltd | $6.854.012 | 156.199 | 0,10% | Ações |
| VANGUARD GROUP INC | $6.650.225 | 139.564 | 0,09% | Ações |
| PZENA INVESTMENT MANAGEMENT LLC | $6.398.977 | 145.829 | 0,09% | Ações |
| PRUDENTIAL FINANCIAL INC | $6.385.637 | 145.525 | 0,09% | Ações |
| BARCLAYS PLC | $6.269.180 | 142.871 | 0,09% | Ações |
| MetLife Investment Management, LLC | $6.205.071 | 141.410 | 0,09% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6.204.149 | 141.389 | 0,09% | Ações |
| Quantbot Technologies LP | $6.116.653 | 139.395 | 0,08% | Ações |
| Vanguard Global Advisers, LLC | $5.972.112 | 136.101 | 0,08% | Ações |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.960.571 | 135.838 | 0,08% | Ações |
| Kintayl Capital LP | $5.891.329 | 134.260 | 0,08% | Ações |
| Capital International, Inc./CA/ | $5.878.428 | 133.966 | 0,08% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.861.973 | 133.591 | 0,08% | Ações |
| JANE STREET GROUP, LLC | $5.853.416 | 133.396 | 0,08% | Ações |
| Nuveen, LLC | $5.706.418 | 130.046 | 0,08% | Ações |
| CONTINENTAL ADVISORS LLC | $5.430.852 | 123.766 | 0,08% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $5.167.440 | 117.763 | 0,07% | Ações |
Executivos da empresa 25 insiders · 7 diretores · 7 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Anders Malmstrom | Senior EVP & CFO | 22 de Março de 2021 F | 118.789 | 0 | 0 | $0 |
| Jeffrey J Hurd | Chief Operating Officer | 17 de Agosto de 2026 M | 65.019 | 0 | 12 | $-2.095.698 |
| Jose Ramon Gonzalez | Chief Legal Officer | 3 de Dezembro de 2024 A | 74.444 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 15 de Março de 2021 S | 63.255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 16 de Março de 2020 A | 15.392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 11 de Junho de 2018 A | 8.260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 11 de Junho de 2018 A | 29.302 | 0 | 0 | $0 |
| Arlene Isaacs-Lowe | Conselheiro | 22 de Maio de 2024 A | 16.120 | 0 | 0 | $0 |
| Francis Hondal | Conselheiro | 22 de Maio de 2024 A | 21.394 | 0 | 0 | $0 |
| George Stansfield | Conselheiro | 22 de Maio de 2024 A | 35.434 | 0 | 0 | $0 |
| Daniel G Kaye | Conselheiro | 22 de Maio de 2024 A | 58.063 | 0 | 0 | $0 |
| Joan M Lammtennant | Conselheiro | 22 de Maio de 2024 A | 42.463 | 0 | 0 | $0 |
| Kristi Ann Matus | Conselheiro | 24 de Março de 2023 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | Conselheiro | 20 de Maio de 2021 A | 56.695 | 0 | 0 | $0 |
| Equitable Holdings, Inc. | Detentor de 10% | 14 de Maio de 2021 J | 170.121.745 | 0 | 0 | $0 |
| AXA | Detentor de 10% | 10 de Dezembro de 2019 S | 44.162.500 | 0 | 0 | $0 |
| Craig C Mackay | — | 11 de Agosto de 2026 S | 18.999 | 0 | 1 | $-112.992 |
| Kurt Meyers | — | 10 de Agosto de 2026 A | 35.286 | 0 | 0 | $0 |
| Robin M Raju | — | 10 de Agosto de 2026 A | 186.501 | 0 | 0 | $0 |
| Seth P Bernstein | — | 10 de Agosto de 2026 A | 55.970 | 0 | 0 | $0 |
| William James Eckert IV | — | 10 de Agosto de 2026 A | 8.467 | 0 | 2 | $-309.423 |
| Mark Pearson | — | 10 de Agosto de 2026 A | 754.761 | 0 | 3 | $-3.724.743 |
| Nick Lane | — | 10 de Agosto de 2026 A | 124.930 | 0 | 0 | $0 |
| Charles G.T. Stonehill | — | 6 de Agosto de 2026 S | 34.357 | 0 | 1 | $-386.550 |
| Bertram L Scott | — | 6 de Agosto de 2026 S | 26.465 | 0 | 3 | $-311.300 |
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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 declarações | 14 de Julho de 2025 | 68,17% | Emenda | — | SEC |
| AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., AXA Equitable Financial Services, LLC, MONY Life Insurance Company of America ×4 declarações | 25 de Março de 2019 | — | 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 106 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 |
|---|---|---|---|---|
| PGF · Invesco Exchange-Traded Fund Trust | 1,58% | 573.784 | 8 de Agosto de 2026 | Diário |
| NUMG · Nushares ETF Trust | 1,55% | 129.841 NS | 30 de Abril de 2026 | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,17% | 310.000 | 8 de Agosto de 2026 | Diário |
| BRCE · MFS Active Exchange Traded Funds Tr… | 0,94% | 7.526 NS | 31 de Maio de 2026 | N-PORT |
| ARB · AltShares Trust | 0,86% | 21.387 NS | 31 de Maio de 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,78% | 1.596.235 | 8 de Agosto de 2026 | Diário |
| GSY · Invesco Actively Managed Exchange-T… | 0,75% | 29.557.000 | 8 de Agosto de 2026 | Diário |
| NUMV · Nushares ETF Trust | 0,72% | 73.278 NS | 30 de Abril de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,59% | 153.432 SH | 8 de Agosto de 2026 | Diário |
| VUSB · VANGUARD BOND INDEX FUNDS | 0,51% | 43.586.000 PA | 8 de Agosto de 2026 | Diário |
| IQSM · New York Life Investments ETF Trust | 0,50% | 37.541 NS | 30 de Abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,47% | 382 NS | 29 de Maio de 2026 | N-PORT |
| ISCV · iShares Trust | 0,45% | 60.277 SH | 8 de Agosto de 2026 | Diário |
| XJH · iShares Trust | 0,43% | 35.007 SH | 8 de Agosto de 2026 | Diário |
| IJJ · iShares Trust | 0,42% | 724.048 SH | 8 de Agosto de 2026 | Diário |
| IJH · iShares Trust | 0,39% | 9.431.702 SH | 8 de Agosto de 2026 | Diário |
| PFF · iShares Trust | 0,38% | 2.691.178 SH | 8 de Agosto de 2026 | Diário |
| IJK · iShares Trust | 0,37% | 780.475 SH | 8 de Agosto de 2026 | Diário |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,37% | 125.734 SH | 8 de Agosto de 2026 | Diário |
| PTMC · Pacer Funds Trust | 0,35% | 32.553 NS | 30 de Abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,34% | 454.860 SH | 8 de Agosto de 2026 | Diário |
| BKMC · BNY Mellon ETF Trust | 0,33% | 48.280 NS | 30 de Abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,32% | 9.600 NS | 30 de Abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,32% | 178.533 SH | 8 de Agosto de 2026 | Diário |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,31% | 133.334 SH | 8 de Agosto de 2026 | Diário |
| VBR · VANGUARD INDEX FUNDS | 0,26% | 4.099.670 SH | 8 de Agosto de 2026 | Diário |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,26% | 300.000 | 8 de Agosto de 2026 | Diário |
| MVV · ProShares Trust | 0,25% | 9.790 NS | 31 de Maio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,24% | 4.692 NS | 30 de Abril de 2026 | N-PORT |
| IWP · iShares Trust | 0,22% | 864.682 SH | 8 de Agosto de 2026 | Diário |
| NULG · Nushares ETF Trust | 0,22% | 137.181 NS | 30 de Abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,22% | 12.003 SH | 8 de Agosto de 2026 | Diário |
| SCHM · SCHWAB STRATEGIC TRUST | 0,22% | 765.495 NS | 31 de Maio de 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,21% | 1.566 NS | 31 de Março de 2026 | N-PORT |
| IYF · iShares Trust | 0,21% | 178.521 SH | 8 de Agosto de 2026 | Diário |
| IYG · iShares Trust | 0,19% | 80.205 SH | 8 de Agosto de 2026 | Diário |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,18% | 5.253.000 | 8 de Agosto de 2026 | Diário |
| SMMD · iShares Trust | 0,18% | 128.797 SH | 8 de Agosto de 2026 | Diário |
| UMDD · ProShares Trust | 0,18% | 1.367 NS | 31 de Maio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,15% | 6.458.916 SH | 8 de Agosto de 2026 | Diário |
| FNCL · FIDELITY COVINGTON TRUST | 0,14% | 75.779 NS | 30 de Abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 3.230.157 SH | 8 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,14% | 458.669 SH | 8 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,13% | 17.101 SH | 8 de Agosto de 2026 | Diário |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,10% | 11.734 NS | 31 de Maio de 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1.056.019 SH | 8 de Agosto de 2026 | Diário |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,09% | 9.310 NS | 31 de Maio de 2026 | N-PORT |
| DGRO · iShares Trust | 0,07% | 598.720 SH | 8 de Agosto de 2026 | Diário |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 11.224 SH | 8 de Agosto de 2026 | Diário |
| DFSU · Dimensional ETF Trust | 0,06% | 29.190 NS | 30 de Abril de 2026 | N-PORT |