EWBC East West Bancorp, Inc. - Common Stock
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East West Bank is an American bank that is the primary subsidiary of East West Bancorp. It is the largest publicly traded bank headquartered in Southern California. The company has been ranked the #1 performing U.S. bank with more than $10 billion in assets by S&P Global Market Intelligence, and the top performing bank in its asset size by Bank Director for three straight years since 2023.
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East West Bank is an American bank that is the primary subsidiary of East West Bancorp. It is the largest publicly traded bank headquartered in Southern California. The company has been ranked the #1 performing U.S. bank with more than $10 billion in assets by S&P Global Market Intelligence, and the top performing bank in its asset size (in excess of $50 billion) by Bank Director for three straight years since 2023.
East West was founded in 1973 in Los Angeles to serve the Chinese American community. As of 2025, the company is involved in commercial banking, residential lending, private equity, media, entertainment, infrastructure, healthcare, clean energy, technology, manufacturing, commercial real estate, and other sectors.
History
In 1973, East West Federal Bank was founded as a federal savings and loan association, focused on serving the Chinese American community in Southern California.
In 1991, during the savings and loan crisis, the company acquired Pacific Coast Savings, which increased the bank's assets from $600 million to $1 billion and expanded operations to San Francisco, California.
In 1992, Dominic Ng was named CEO of the company. East West became a state-chartered commercial bank on July 31, 1995. In 1999, the company acquired First Central Bank for $13.5 million in cash.
In 2004, East West acquired Trust Bank, a Chinese American bank based in Monterey Park, California, with four branches and $235 million in assets, for $32.9 million. In 2005, the company acquired United National Bank, a commercial bank headquartered in San Marino, California, with 11 branches and $665 million in loans receivable, for $177.9 million. In 2006, the company acquired Standard Bank, a Chinese-American bank headquartered in Monterey Park, California, with 6 branches and $923 million in assets, for $200 million.
In 2007, the company acquired Desert Community Bank, a community bank operating in the Victor Valley region of California. Desert Community Bank branches remained branded as such and did not change to East West. In November 2017, East West agreed to sell Desert Community Bank to Flagstar Bank; the deal was completed in March 2018.
In 2009, East West acquired the assets of San Francisco-based United Commercial Bank (UCB), via a transaction facilitated by the Federal Deposit Insurance Corporation. This expanded East West’s reach by 63 branches, including 17 in Southern California, and branches in Houston, Boston, and Atlanta, as well as branches in Hong Kong and China.
In 2010, the company acquired the assets, including four branches, of Washington First International Bank of Seattle, Washington, via a transaction facilitated by the Federal Deposit Insurance Corporation. In 2014, East West acquired MetroCorp Bancshares, which operated as MetroBank, for $268 million in cash and stock.
In 2023, the company was named the top public bank in the United States with more than $10 billion in assets by S&P Global Market Intelligence. That same year, East West celebrated its 50th anniversary and became the largest state-chartered bank in California, surpassing $68 billion in assets.
In 2021, 2023, 2024, and 2025, East West earned recognition as the top performing bank in the $50 billion and above asset size category by Bank Director. As of June 2025, East West has more than $78 billion in assets and over 100 locations in the U.S. and Asia. In September 2024, the company marked its 25th anniversary on the Nasdaq stock exchange, with CEO Dominic Ng ringing the opening bell.
East West is also known for helping finance major films and television shows, including Everything Everywhere All at Once, Yellowstone, and Orange is the New Black.
Philanthropy
2025 wildfire relief
After the January 2025 Southern California wildfires, East West donated $250,000 to the Pasadena Community Foundation’s Eaton Fire Relief and Recovery Fund. The bank contributed an additional $100,000 to the YMCA of Metropolitan Los Angeles, while the bank’s employees created their own relief fund with the company matching contributions. East West’s donations to first responders and nonprofit organizations exceeded $1 million, as of August 2025. For customers, East West activated a “Skip-a-Pay” program, allowing affected homeowners to delay mortgage payments.
The bank also partnered with major museums, foundations, and philanthropists to help launch the “LA Arts Community Fire Relief Fund,” which raised an initial $12 million to support artists and arts workers impacted by the fires.
East West has participated in United Way’s WalkUnited LA. In July 2025, more than 500 East West-affiliated participants joined the walk, raising over $40,000. The bank pledged an additional $100,000 matching grant. East West’s other nonprofit partners include Gold House Foundation, Grameen America, Junior Achievement, Operation Hope, and San Gabriel Habitat for Humanity.
Sponsorships
In 2005, East West signed figure skater Michelle Kwan to be a spokesperson and purchased the naming rights to East West Ice Palace, an ice rink arena in Artesia, California.
In 2023, the company signed professional golfer Rose Zhang to a sponsorship deal.
In 2024, the Los Angeles County Museum of Art (LACMA) announced a new multi-year partnership with East West, which supports exhibitions and educational programs at the museum. East West has also helped LACMA expand its collection.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
EWBC Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
EWBC 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 | $0,8000 |
| 4 de Maio de 2026 | $0,8000 |
| 2 de Fevereiro de 2026 | $0,8000 |
| 3 de Novembro de 2025 | $0,6000 |
| 4 de Agosto de 2025 | $0,6000 |
| 2 de Maio de 2025 | $0,6000 |
| 3 de Fevereiro de 2025 | $0,6000 |
| 4 de Novembro de 2024 | $0,5500 |
| 2 de Agosto de 2024 | $0,5500 |
| 2 de Maio de 2024 | $0,5500 |
| 1 de Fevereiro de 2024 | $0,5500 |
| 31 de Outubro de 2023 | $0,4800 |
| 31 de Julho de 2023 | $0,4800 |
| 28 de Abril de 2023 | $0,4800 |
| 3 de Fevereiro de 2023 | $0,4800 |
| 31 de Outubro de 2022 | $0,4000 |
| 29 de Julho de 2022 | $0,4000 |
| 29 de Abril de 2022 | $0,4000 |
| 4 de Fevereiro de 2022 | $0,4000 |
| 29 de Outubro de 2021 | $0,3300 |
EWBC Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 6 26,1%
- Compra 12 52,2%
- Manter 5 21,7%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
16 analistas · 2026-08-15Histórico 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 | $2.63 | $2.67 | -0.04% |
| 31 de Março de 2026 | $2.57 | $2.52 | 0.05% |
| 31 de Dezembro de 2025 | $2.52 | $2.55 | -0.03% |
| 30 de Setembro de 2025 | $2.62 | $2.42 | 0.20% |
| 30 de Junho de 2025 | $2.28 | $2.29 | -0.01% |
| 31 de Março de 2025 | $2.09 | $2.10 | -0.01% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
| MTB | — | 11.9 | 7.5% | 172.1% | 9.9% | — |
| HBAN | — | — | — | — | — | — |
| CFG | $25.07B | 15.1 | 5.6% | 22.2% | 7.1% | — |
| RF | — | 11.8 | — | 28.6% | 11.4% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| WBS | — | 10.7 | 11.9% | — | — | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 11
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | · | $55M | $53M | $54M | $52M | |
| Interest Expense | · | · | $1.38B | $275M | $87M | $218M | $414M | $265M | $140M | $105M | |
| Interest Income | $4.29B | $4.19B | $3.69B | $2.32B | $1.62B | $1.60B | $1.88B | $1.65B | $1.33B | $1.14B | |
| Pretax Income | $1.73B | $1.48B | $1.46B | $1.41B | $1.06B | $686M | $844M | $819M | $735M | $572M | |
| Income Tax | $400M | $316M | $299M | $284M | $183M | $118M | $170M | $115M | $229M | $141M | |
| Net Income | $1.33B | $1.17B | $1.16B | $1.13B | $873M | $568M | $674M | $704M | $506M | $432M | |
| EPS (Basic) | $9.58 | $8.39 | $8.23 | $7.98 | $6.16 | $3.99 | $4.63 | $4.86 | $3.50 | $3.00 | |
| EPS (Diluted) | $9.52 | $8.33 | $8.18 | $7.92 | $6.10 | $3.97 | $4.61 | $4.81 | $3.47 | $2.97 | |
| Shares (Basic) | 138,342,000 | 138,898,000 | 141,164,000 | 141,326,000 | 141,826,000 | 142,336,000 | 145,497,000 | 144,862,000 | 144,444,000 | 144,087,000 | |
| Shares (Diluted) | 139,130,000 | 139,958,000 | 141,902,000 | 142,492,000 | 143,140,000 | 142,991,000 | 146,179,000 | 146,169,000 | 145,913,000 | 145,172,000 | |
| EBITDA | $213M | $198M | $163M | $160M | $157M | $120M | $144M | $139M | $150M | $163M |
Balanço Patrimonial 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4.19B | $5.25B | $4.61B | $3.48B | $3.91B | $4.02B | $3.26B | $3.00B | $2.17B | $1.88B | |
| PP&E (Net) | $82M | $82M | $86M | $89M | $97M | $103M | $118M | $119M | $121M | $160M | |
| Accum. Depreciation | $175M | $166M | $158M | $148M | $139M | $128M | $117M | $119M | $112M | $115M | |
| Goodwill | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $469M | $469M | |
| Intangibles | · | · | · | · | · | · | · | · | · | $28M | |
| Total Assets | $80.43B | $75.98B | $69.61B | $64.11B | $60.87B | $52.16B | $44.20B | $41.04B | $37.12B | $34.79B | |
| Short-term Debt | · | · | · | · | · | · | $29M | $58M | $0 | $60M | |
| Total Liabilities | $71.54B | $68.25B | $62.66B | $58.13B | $55.03B | $46.89B | $39.18B | $36.62B | $33.28B | $31.36B | |
| Long-term Debt | · | · | · | · | · | · | · | $147M | $172M | $186M | |
| Total Debt | · | · | · | · | · | · | $29M | $58M | $0 | $60M | |
| Common Stock | $170.0K | $170.0K | $169.0K | $168.0K | $168.0K | $167.0K | $167.0K | $166.0K | $165.0K | $164.0K | |
| Paid-in Capital | $2.11B | $2.03B | $1.98B | $1.94B | $1.89B | $1.86B | $1.83B | $1.79B | $1.76B | $1.73B | |
| Retained Earnings | $8.30B | $7.31B | $6.47B | $5.58B | $4.68B | $4.00B | $3.69B | $3.16B | $2.58B | $2.19B | |
| Treasury Stock | $1.17B | $1.03B | $875M | $769M | $650M | $634M | $480M | $468M | $452M | $439M | |
| AOCI | $-346M | $-585M | $-621M | $-766M | $-90M | $44M | $-18M | $-58M | $-38M | $-48M | |
| Stockholders' Equity | $8.90B | $7.72B | $6.95B | $5.98B | $5.84B | $5.27B | $5.02B | $4.42B | $3.84B | $3.43B | |
| Liabilities + Equity | $80.43B | $75.98B | $69.61B | $64.11B | $60.87B | $52.16B | $44.20B | $41.04B | $37.12B | $34.79B | |
| Shares Outstanding | 137,578,862 | 138,437,299 | 140,027,367 | 140,947,846 | 141,907,954 | 141,565,229 | 145,625,385 | · | · | · |
Fluxo de Caixa 15
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $213M | $212M | $174M | $160M | $157M | $120M | $144M | $139M | $150M | $138M | |
| Stock-based Comp | $76M | $46M | $40M | $38M | $33M | $29M | $31M | $31M | $25M | $22M | |
| Deferred Tax | $-8M | $-14M | $-49M | $-44M | $5M | $-42M | $-22M | $-16M | $34M | $27M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | $7M | $8M | |
| Other Non-cash | $-105M | $16M | $110M | $784M | $101M | $18M | $-92M | $26M | $-17M | $-1M | |
| Operating Cash Flow | $1.50B | $1.41B | $1.42B | $2.07B | $1.17B | $693M | $733M | $883M | $703M | $650M | |
| CapEx | · | · | · | · | $6M | $3M | $10M | $14M | $14M | $12M | |
| Investing Cash Flow | $-5.48B | $-6.30B | $-4.25B | $-4.58B | $-9.12B | $-6.87B | $-2.59B | $-3.83B | $-2.51B | $-1.80B | |
| Stock Repurchased | $116M | $143M | $82M | $100M | $0 | $146M | $0 | $0 | · | · | |
| Net Stock Activity | $-116M | $-143M | $-82M | $-100M | $0 | $-146M | · | · | · | · | |
| Financing Cash Flow | $2.90B | $5.53B | $3.96B | $2.11B | $7.84B | $6.91B | $2.13B | $3.80B | $2.07B | $1.68B | |
| Net Change in Cash | $-1.06B | $636M | $1.13B | $-431M | $-105M | $757M | $260M | $827M | $296M | $518M | |
| Taxes Paid | $278M | $247M | $292M | $281M | $139M | $116M | $158M | $86M | $98M | $39M | |
| Free Cash Flow | · | · | · | · | $1.16B | $691M | $726M | $869M | $683M | · | |
| Levered FCF | · | · | · | · | $1.09B | $510M | $395M | $641M | $587M | · |
Lucratividade 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 45.2% | 44.6% | 44.5% | 48.1% | 48.0% | 35.2% | 1218.5% | 1311.8% | 35.0% | 35.5% | |
| Pretax Margin | 58.9% | 56.7% | 56.0% | 60.2% | 58.1% | 42.5% | 1525.6% | 1526.2% | 50.9% | 47.1% | |
| EBITDA Margin | 7.3% | 7.6% | 6.3% | 6.8% | 8.6% | 7.4% | 260.6% | 260.0% | 10.4% | 13.4% | |
| ROA | 1.7% | 1.6% | 1.7% | 1.8% | 1.4% | 1.1% | 1.5% | 1.8% | 1.4% | 1.3% | |
| ROE | 15.5% | 15.2% | 17.1% | 19.4% | 15.2% | 10.9% | 13.6% | 16.2% | 13.3% | 12.7% |
Liquidez e Solvência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.2% | 0.33% | 11.1% | 29.0% | 12.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.7% | 12.9% | 17.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.3% | 1.8% | 3.3% | 29.8% | 53.6% | · | · | · | · | · | |
| EPS CAGR 3Y | 6.3% | 10.9% | 27.3% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 13.7% | 0.38% | 2.9% | 29.2% | 53.8% | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.5% | 10.1% | 26.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.5% | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $61M | $61M | $61M | $61M | $61M | $61M | $55M | $53M | $54M | $52M | |
| Net Income TTM | $1.33B | $1.17B | $1.16B | $1.13B | $873M | $568M | $674M | $704M | $506M | $432M | |
| Market Cap | $15.46B | $13.26B | $10.07B | $9.29B | · | · | · | · | · | · | |
| P/E | 11.8 | 11.5 | 8.8 | 8.3 | 12.9 | 12.8 | 10.6 | 9.0 | 17.5 | 17.1 | |
| P/S | 251.6 | 215.7 | 163.9 | 151.1 | · | · | · | · | · | · | |
| P/B | 1.7 | 1.7 | 1.4 | 1.6 | · | · | · | · | · | · | |
| P / Tangible Book | 1.8 | 1.8 | 1.6 | 1.7 | · | · | · | · | · | · | |
| P / Cash Flow | 10.3 | 9.4 | 7.1 | 4.5 | · | · | · | · | · | · | |
| Earnings Yield | 8.5% | 8.7% | 11.4% | 12.0% | 7.8% | 7.8% | 9.5% | 11.1% | 5.7% | 5.8% |
Demonstração de Resultados 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $481M | $458M | · | $391M | $339M | $236M | · | $76M | |
| Interest Income | $1.08B | $1.06B | $1.07B | $1.13B | $1.06B | $1.03B | $1.06B | $1.08B | $1.03B | $1.02B | $990M | $962M | $906M | $836M | $761M | $628M | |
| Pretax Income | $468M | $457M | $467M | $465M | $402M | $391M | $356M | $389M | $364M | $372M | $327M | $354M | $358M | $421M | $388M | $384M | |
| Income Tax | $104M | $100M | $111M | $97M | $92M | $101M | $63M | $90M | $76M | $87M | $88M | $66M | $46M | $99M | $52M | $89M | |
| Net Income | $364M | $358M | $356M | $368M | $310M | $290M | $293M | $299M | $288M | $285M | $239M | $288M | $312M | $322M | $337M | $295M | |
| EPS (Basic) | $2.65 | $2.59 | $2.55 | $2.68 | $2.25 | $2.10 | $2.12 | $2.16 | $2.07 | $2.04 | $1.71 | $2.03 | $2.21 | $2.28 | $2.38 | $2.10 | |
| EPS (Diluted) | $2.63 | $2.57 | $2.55 | $2.65 | $2.24 | $2.08 | $2.10 | $2.14 | $2.06 | $2.03 | $1.69 | $2.02 | $2.20 | $2.27 | $2.37 | $2.08 | |
| Shares (Basic) | 137,450,000 | 138,054,000 | -275,353,000 | 137,676,000 | 137,818,000 | 138,201,000 | -278,097,000 | 138,606,000 | 138,980,000 | 139,409,000 | -282,901,000 | 141,485,000 | 141,468,000 | 141,112,000 | -283,045,000 | 140,917,000 | |
| Shares (Diluted) | 138,301,000 | 138,919,000 | -277,892,000 | 138,942,000 | 138,789,000 | 139,291,000 | -279,752,000 | 139,648,000 | 139,801,000 | 140,261,000 | -284,009,000 | 142,122,000 | 141,876,000 | 141,913,000 | -285,114,000 | 142,011,000 | |
| EBITDA | · | $62M | · | · | · | $49M | · | · | · | $51M | · | · | · | $33M | · | · |
Balanço Patrimonial 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5.09B | $4.44B | $4.19B | $4.69B | $4.41B | $3.45B | $5.25B | $4.86B | $4.37B | $4.21B | · | $4.56B | $6.38B | $5.93B | · | $2.16B | |
| PP&E (Net) | $186M | $178M | $82M | $79M | $81M | $82M | $82M | $81M | $82M | $84M | · | $88M | $89M | $90M | · | $92M | |
| Accum. Depreciation | $184M | $178M | $175M | $172M | $170M | $169M | $166M | $164M | $162M | $160M | · | $155M | $153M | $151M | · | $146M | |
| Goodwill | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | · | $466M | $466M | $466M | · | $466M | |
| Total Assets | $84.76B | $82.89B | $80.43B | $79.67B | $78.16B | $76.17B | $75.98B | $74.48B | $72.47B | $70.88B | $69.61B | $68.29B | $68.53B | $67.24B | $64.11B | $62.58B | |
| Total Liabilities | $75.52B | $73.89B | $71.54B | $71.09B | $69.96B | $68.24B | $68.25B | $66.82B | $65.25B | $63.85B | · | $61.69B | $62.07B | $60.94B | · | $56.92B | |
| Common Stock | $171.0K | $171.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | · | $169.0K | $169.0K | $169.0K | · | $168.0K | |
| Paid-in Capital | $2.15B | $2.13B | $2.11B | $2.10B | $2.06B | $2.04B | $2.03B | $2.02B | $2.01B | $1.99B | · | $1.97B | $1.96B | $1.95B | · | $1.93B | |
| Retained Earnings | $8.80B | $8.55B | $8.30B | $8.03B | $7.74B | $7.52B | $7.31B | $7.10B | $6.87B | $6.66B | · | $6.29B | $6.08B | $5.83B | · | $5.30B | |
| Treasury Stock | $1.29B | $1.29B | $1.17B | $1.17B | $1.14B | $1.14B | $1.03B | $1.01B | $1.01B | $971M | · | $792M | $792M | $791M | · | $769M | |
| AOCI | $-414M | $-388M | $-346M | $-376M | $-462M | $-495M | $-585M | $-437M | $-654M | $-663M | · | $-875M | $-782M | $-680M | · | $-800M | |
| Stockholders' Equity | $9.25B | $9.00B | $8.90B | $8.58B | $8.20B | $7.93B | $7.72B | $7.66B | $7.22B | $7.02B | $6.95B | $6.60B | $6.46B | $6.31B | $5.98B | $5.66B | |
| Liabilities + Equity | $84.76B | $82.89B | $80.43B | $79.67B | $78.16B | $76.17B | $75.98B | $74.48B | $72.47B | $70.88B | · | $68.29B | $68.53B | $67.24B | · | $62.58B | |
| Shares Outstanding | 137,010,612 | 136,979,112 | 137,578,862 | 137,568,060 | 137,816,091 | 137,802,089 | 138,437,299 | 138,609,253 | 138,604,437 | 139,121,162 | 140,027,367 | 141,485,949 | 141,483,668 | 141,395,800 | 140,947,846 | 140,917,512 |
Fluxo de Caixa 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $65M | $62M | $54M | $28M | $81M | $49M | $62M | $50M | $55M | $52M | $-673.0K | $68M | $74M | $33M | $78M | $33M | |
| Stock-based Comp | $17M | $20M | $14M | $36M | $13M | $13M | $11M | $11M | $11M | $13M | $10M | $9M | $9M | $11M | $8M | $12M | |
| Deferred Tax | $8M | $-299.0K | $18M | $-2M | $-2M | $-22M | $-2M | $-4M | $-2M | $-7M | $-50M | $-15.0K | $489.0K | $609.0K | $-38M | $1M | |
| Other Non-cash | · | $-11M | · | · | · | $-53M | · | · | · | $-76M | · | · | · | $-144M | · | · | |
| Operating Cash Flow | $601M | $429M | $713M | $232M | $279M | $278M | $500M | $386M | $259M | $266M | $562M | $382M | $257M | $223M | $450M | $687M | |
| CapEx | $13M | $99M | · | · | $2M | $3M | · | · | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $-1.46B | $-2.26B | $-1.56B | $-952M | $-934M | $-2.04B | $-1.52B | $-1.50B | $-1.41B | $-1.87B | $-1.35B | $-1.56B | $-707M | $-633M | $-333M | $-275M | |
| Stock Repurchased | $-1.0K | $98M | $1M | $25M | $4M | $85M | $20M | $0 | $41M | $82M | $82M | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-98M | · | · | · | $-85M | · | · | · | $-82M | · | · | · | · | · | · | |
| Financing Cash Flow | $1.50B | $2.07B | $305M | $1.02B | $1.62B | $-46M | $1.42B | $1.59B | $1.31B | $1.20B | $836M | $-645M | $916M | $2.86B | $1.19B | $-130M | |
| Net Change in Cash | $650M | $251M | $-506M | $284M | $962M | $-1.80B | $391M | $494M | $155M | $-404M | $54M | $-1.82B | $444M | $2.45B | $1.32B | $261M | |
| Taxes Paid | $134M | $15M | $14M | $37M | $208M | $19M | $5M | $9M | $194M | $39M | $7M | $29M | $255M | $0 | $48M | $45M | |
| Free Cash Flow | · | $330M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Lucratividade 5
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 46.0% | 46.2% | · | 47.3% | 44.1% | 41.9% | · | 45.5% | 45.2% | 44.3% | · | 44.4% | 48.4% | 48.9% | · | 47.1% | |
| Pretax Margin | 59.1% | 59.1% | · | 59.8% | 57.2% | 56.5% | · | 59.2% | 57.1% | 57.8% | · | 54.6% | 55.4% | 63.9% | · | 61.3% | |
| EBITDA Margin | · | 8.1% | · | · | · | 7.1% | · | · | · | 7.9% | · | · | · | 4.9% | · | · | |
| ROA | 0.45% | 0.45% | · | 0.48% | 0.41% | 0.39% | · | 0.42% | 0.41% | 0.41% | · | 0.44% | 0.48% | 0.50% | · | 0.48% | |
| ROE | 4.2% | 4.2% | · | 4.5% | 4.0% | 3.9% | · | 4.2% | 4.2% | 4.3% | · | 4.7% | 5.2% | 5.4% | · | 5.2% |
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 | Q4 2022 | Q3 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 |
Avaliação (TTM) 10
| 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 | $61M | $61M | · | $61M | $61M | $61M | · | $61M | $61M | $61M | · | $61M | $61M | $61M | · | $61M | |
| Net Income TTM | $1.40B | $1.33B | · | $1.27B | $1.19B | $1.16B | · | $1.16B | $1.17B | $1.21B | · | $1.22B | $1.19B | $1.11B | · | $1.02B | |
| Market Cap | $17.69B | $14.62B | · | $14.64B | $13.92B | $12.37B | · | $11.47B | $10.15B | $11.01B | · | $7.46B | $7.47B | $7.85B | · | $9.46B | |
| P/E | 12.8 | 11.2 | · | 11.7 | 11.9 | 10.8 | · | 10.0 | 8.8 | 9.3 | · | 6.2 | 6.3 | 7.1 | · | 9.4 | |
| P/S | 287.8 | 237.9 | · | 238.3 | 226.4 | 201.2 | · | 186.6 | 165.1 | 179.1 | · | 121.3 | 121.5 | 127.7 | · | 153.9 | |
| P/B | 1.9 | 1.6 | · | 1.7 | 1.7 | 1.6 | · | 1.5 | 1.4 | 1.6 | · | 1.1 | 1.2 | 1.2 | · | 1.7 | |
| P / Tangible Book | 2.0 | 1.7 | · | 1.8 | 1.8 | 1.7 | · | 1.6 | 1.5 | 1.7 | · | 1.2 | 1.2 | 1.3 | · | 1.8 | |
| P / Cash Flow | · | 34.1 | · | · | · | 44.5 | · | · | · | 41.3 | · | · | · | 35.2 | · | · | |
| P / FCF | · | 44.4 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 7.8% | 8.9% | · | 8.6% | 8.4% | 9.3% | · | 10.0% | 11.3% | 10.8% | · | 16.3% | 15.8% | 14.1% | · | 10.6% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Lucro líquido | $1.33B | — | — | $1.17B | — |
| EPS Diluído | $9.52 | — | — | $8.33 | — |
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Investidores institucionais (13F) 681 declarantes · $9.8B 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 |
|---|---|---|---|---|
| 110 (+20 vs trimestre anterior) | 52 (-1 vs trimestre anterior) | 227 (+2 vs trimestre anterior) | 199 (+21 vs trimestre anterior) | +10.1M |
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 | $851.374.239 | 6.595.199 | 8,71% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $798.159.468 | 6.182.969 | 8,16% | Ações |
| FMR LLC | $713.687.833 | 5.528.607 | 7,30% | Ações |
| STATE STREET CORP | $648.357.752 | 5.022.525 | 6,63% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $574.877.659 | 4.453.309 | 5,88% | Ações |
| FIRST TRUST ADVISORS LP | $403.383.659 | 3.124.825 | 4,13% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $377.898.711 | 2.927.405 | 3,87% | Ações |
| Capital International Investors | $367.927.991 | 2.850.167 | 3,76% | Ações |
| Himalaya Capital Management LLC | $358.399.151 | 2.776.351 | 3,67% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $298.647.578 | 2.290.633 | 3,05% | Ações |
| Capital Research Global Investors | $241.816.939 | 1.873.243 | 2,47% | Ações |
| NORGES BANK | $213.004.696 | 1.650.048 | 2,18% | Ações |
| EARNEST PARTNERS LLC | $209.929.127 | 1.626.223 | 2,15% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $201.241.163 | 1.558.921 | 2,06% | Ações |
| CITADEL ADVISORS LLC | $169.912.002 | 1.316.229 | 1,74% | Ações |
| JENNISON ASSOCIATES LLC | $128.273.117 | 993.672 | 1,31% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $111.769.607 | 865.827 | 1,14% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $96.734.108 | 749.354 | 0,99% | Ações |
| VANGUARD GROUP INC | $93.900.946 | 835.492 | 0,96% | Ações |
| Fisher Asset Management, LLC | $92.155.821 | 713.888 | 0,94% | Ações |
| ALLIANCEBERNSTEIN L.P. | $88.105.291 | 825.265 | 0,90% | Ações |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $83.862.157 | 649.641 | 0,86% | Ações |
| MILLER HOWARD INVESTMENTS INC /NY | $79.063.799 | 612.470 | 0,81% | Ações |
| AMERICAN CENTURY COMPANIES INC | $78.353.037 | 606.964 | 0,80% | Ações |
| Balyasny Asset Management L.P. | $77.280.503 | 598.656 | 0,79% | Ações |
| GOLDMAN SACHS GROUP INC | $60.129.864 | 465.798 | 0,61% | Ações |
| TWO SIGMA INVESTMENTS, LP | $59.572.324 | 461.479 | 0,61% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $55.709.305 | 431.554 | 0,57% | Ações |
| BANK OF AMERICA CORP /DE/ | $50.592.566 | 391.917 | 0,52% | Ações |
| RHUMBLINE ADVISERS | $48.213.505 | 373.488 | 0,49% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $45.883.879 | 355.441 | 0,47% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $43.569.885 | 337.516 | 0,45% | Ações |
| Retirement Systems of Alabama | $39.026.231 | 302.318 | 0,40% | Ações |
| Qube Research & Technologies Ltd | $37.733.007 | 292.300 | 0,39% | Ações |
| California Public Employees Retirement System | $37.172.369 | 287.957 | 0,38% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $36.995.258 | 286.585 | 0,38% | Ações |
| RAYMOND JAMES FINANCIAL INC | $36.719.052 | 284.445 | 0,38% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $35.744.000 | 276.889 | 0,37% | Ações |
| Swiss National Bank | $35.654.658 | 276.200 | 0,36% | Ações |
| WHITTIER TRUST CO | $34.283.879 | 260.496 | 0,35% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $33.593.478 | 260.233 | 0,34% | Ações |
| Boston Trust Walden Corp | $31.909.886 | 247.191 | 0,33% | Ações |
| Erste Asset Management GmbH | $31.642.799 | 245.122 | 0,32% | Ações |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $30.566.582 | 236.785 | 0,31% | Ações |
| Aware Super Pty Ltd as trustee of Aware Super | $29.267.930 | 226.725 | 0,30% | Ações |
| Arbejdsmarkedets Tillaegspension | $29.135.613 | 225.700 | 0,30% | Ações |
| BANK OF MONTREAL /CAN/ | $28.441.109 | 220.320 | 0,29% | Ações |
| ZWJ INVESTMENT COUNSEL INC | $27.863.222 | 215.843 | 0,28% | Ações |
| Quantinno Capital Management LP | $27.752.085 | 214.982 | 0,28% | Ações |
| JONES FINANCIAL COMPANIES LLLP | $27.060.230 | 209.008 | 0,28% | Ações |
| UBS Group AG | $27.025.508 | 209.354 | 0,28% | Ações |
| Boston Partners | $26.713.760 | 206.939 | 0,27% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $25.930.437 | 200.871 | 0,27% | Ações |
| Point72 Asset Management, L.P. | $24.933.475 | 193.148 | 0,26% | Ações |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24.735.580 | 191.615 | 0,25% | Ações |
| PRUDENTIAL FINANCIAL INC | $24.218.962 | 187.613 | 0,25% | Ações |
| Capital International, Inc./CA/ | $23.656.130 | 183.253 | 0,24% | Ações |
| BlackRock, Inc. | $23.390.333 | 181.194 | 0,24% | Ações |
| AMERIPRISE FINANCIAL INC | $22.515.749 | 174.419 | 0,23% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $21.898.415 | 169.625 | 0,22% | Ações |
| STRS OHIO | $21.452.563 | 166.183 | 0,22% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $21.414.095 | 165.885 | 0,22% | Ações |
| MILLENNIUM MANAGEMENT LLC | $21.341.288 | 165.321 | 0,22% | Ações |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $20.735.985 | 160.632 | 0,21% | Ações |
| Stieven Capital Advisors, L.P. | $20.383.827 | 157.904 | 0,21% | Ações |
| TRILLIUM ASSET MANAGEMENT, LLC | $19.438.675 | 150.582 | 0,20% | Ações |
| DNB Asset Management AS | $19.186.259 | 148.627 | 0,20% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17.483.018 | 163.760 | 0,18% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $16.869.868 | 130.683 | 0,17% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $16.673.029 | 156.173 | 0,17% | Ações |
| Access Investment Management LLC | $16.342.278 | 126.596 | 0,17% | Ações |
| Carmel Capital Management L.L.C. | $16.249.849 | 125.880 | 0,17% | Ações |
| WHITTIER TRUST CO OF NEVADA INC | $16.171.267 | 123.927 | 0,17% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15.655.648 | 121.277 | 0,16% | Ações |
| Nuveen, LLC | $15.483.184 | 119.941 | 0,16% | Ações |
| VAN ECK ASSOCIATES CORP | $14.794.230 | 114.604 | 0,15% | Ações |
| Mirae Asset Global Investments Co., Ltd. | $14.778.352 | 114.481 | 0,15% | Ações |
| IEQ CAPITAL, LLC | $12.371.204 | 95.834 | 0,13% | Ações |
| MARSICO CAPITAL MANAGEMENT LLC | $12.352.880 | 95.692 | 0,13% | Ações |
| Focus Partners Wealth | $11.944.331 | 92.527 | 0,12% | Ações |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11.913.071 | 92.285 | 0,12% | Ações |
| SEI INVESTMENTS CO | $11.341.490 | 87.865 | 0,12% | Ações |
| Horizon Investments, LLC | $11.097.822 | 86.499 | 0,11% | Ações |
| INTECH INVESTMENT MANAGEMENT LLC | $10.987.753 | 85.117 | 0,11% | Ações |
| Squarepoint Ops LLC | $10.794.506 | 83.620 | 0,11% | Ações |
| JANE STREET GROUP, LLC | $10.491.402 | 81.272 | 0,11% | Ações |
| Legal & General Group Plc | $10.375.480 | 80.374 | 0,11% | Ações |
| Mariner, LLC | $10.212.363 | 79.110 | 0,10% | Ações |
| TUDOR INVESTMENT CORP ET AL | $10.161.578 | 78.717 | 0,10% | Ações |
| LPL Financial LLC | $9.763.260 | 75.632 | 0,10% | Ações |
| Nuveen Asset Management, LLC | $9.666.110 | 100.941 | 0,10% | Ações |
| Matthew 25 Management Corp | $9.359.025 | 72.500 | 0,10% | Ações |
| NISA INVESTMENT ADVISORS, LLC | $9.232.775 | 71.522 | 0,09% | Ações |
| PRUDENTIAL PLC | $9.186.948 | 71.167 | 0,09% | Ações |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.130.494 | 70.730 | 0,09% | Ações |
| Polar Capital Holdings Plc | $9.044.691 | 70.065 | 0,09% | Ações |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $8.894.688 | 68.903 | 0,09% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.551.660 | 82.955 | 0,09% | Ações |
| MetLife Investment Management, LLC | $8.512.582 | 65.943 | 0,09% | Ações |
| Vanguard Global Advisers, LLC | $8.367.227 | 64.817 | 0,09% | Ações |
Executivos da empresa 40 insiders · 19 diretores · 18 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Dominic Ng | Chief Executive Officer | 6 de Maio de 2026 S | 707.930 | 0 | 7 | $-16.763.638 |
| Gregory L Guyett | President and COO | 16 de Fevereiro de 2018 A | 30 | 0 | 0 | $0 |
| Julia S Gouw | President | 18 de Março de 2016 S | 0 | 0 | 0 | $0 |
| Robert Bulseco | Executive Vice-President | 5 de Março de 2004 A | 5.596 | 0 | 0 | $0 |
| Parker Shi | Chief Operating Officer | 4 de Março de 2025 F | 23.794 | 0 | 0 | $0 |
| Irene H Oh | Chief Risk Officer | 15 de Junho de 2026 S | 84.698 | 0 | 6 | $-4.061.132 |
| Gary Teo | Executive Vice President | 27 de Agosto de 2025 S | 12.235 | 0 | 2 | $-697.376 |
| Lisa L. Kim | Executive Vice President | 15 de Maio de 2025 S | 14.849 | 0 | 0 | $0 |
| Andy Yen | Executive Vice President | 8 de Março de 2021 F | 65.150 | 0 | 0 | $0 |
| Catherine Zhou | Executive Vice President | 2 de Outubro de 2020 M | 19.259 | 0 | 0 | $0 |
| Albert Sun | Executive Vice President | 1 de Março de 2016 A | — | 0 | 0 | $0 |
| James Schuler | Executive Vice President | 27 de Fevereiro de 2015 A | 16.240 | 0 | 0 | $0 |
| Wellington Chen | Executive Vice President | 28 de Fevereiro de 2011 F | 29.857 | 0 | 0 | $0 |
| William J Lewis | Executive Vice President | 10 de Março de 2010 F | 17.933 | 0 | 0 | $0 |
| Donald Sang Chow | Executive Vice President | 10 de Março de 2010 F | 50.763 | 0 | 0 | $0 |
| Karen Fukumura | Executive Vice President | 2 de Março de 2010 A | 33.432 | 0 | 0 | $0 |
| Thomas J. Tolda | Executive Vice President | 11 de Dezembro de 2009 A | 23.423 | 0 | 0 | $0 |
| David Spigner | Executive Vice President | 19 de Fevereiro de 2008 A | 12.317 | 0 | 0 | $0 |
| Michael W Lai | Executive Vice President | 19 de Fevereiro de 2008 A | 9.831 | 0 | 0 | $0 |
| Serge Dumont | Conselheiro | 20 de Maio de 2025 A | 7.844 | 0 | 0 | $0 |
| Alvarez Manuel Pham | Conselheiro | 20 de Maio de 2025 A | 10.283 | 0 | 0 | $0 |
| Mark R Hutchins | Conselheiro | 20 de Maio de 2025 A | 5.516 | 0 | 0 | $0 |
| Sabrina Kay | Conselheiro | 20 de Maio de 2025 A | 14.684 | 0 | 0 | $0 |
| Molly Campbell | Conselheiro | 20 de Maio de 2025 A | 12.056 | 0 | 0 | $0 |
| Archana Deskus | Conselheiro | 20 de Maio de 2025 A | 15.031 | 0 | 0 | $0 |
| Paul H Irving | Conselheiro | 20 de Maio de 2025 A | 42.406 | 0 | 0 | $0 |
| Rudolph Estrada | Conselheiro | 5 de Novembro de 2024 S | 17.750 | 0 | 0 | $0 |
| Iris S Chan | Conselheiro | 28 de Maio de 2021 A | 29.710 | 0 | 0 | $0 |
| Herman Y Li | Conselheiro | 25 de Março de 2020 S | 25.789 | 0 | 0 | $0 |
| Keith W Renken | Conselheiro | 1 de Fevereiro de 2018 G | 74.183 | 0 | 0 | $0 |
| Tak-Chuen Clarence Kwan | Conselheiro | 5 de Agosto de 2014 A | 8.452 | 0 | 0 | $0 |
| Andrew Kane | Conselheiro | 23 de Julho de 2013 A | 28.302 | 0 | 0 | $0 |
| Peggy Cherng | Conselheiro | 29 de Julho de 2010 A | 147.008 | 0 | 0 | $0 |
| Keith Renken | Conselheiro | 19 de Janeiro de 2010 M | 42.663 | 0 | 0 | $0 |
| John Kooken | Conselheiro | 26 de Julho de 2006 A | 6.245 | 0 | 0 | $0 |
| Jack C Liu | — | 12 de Agosto de 2026 S | 13.709 | 0 | 3 | $-409.119 |
| Douglas Paul Krause | — | 6 de Agosto de 2026 S | 36.974 | 0 | 4 | $-3.559.100 |
| Lester Sussman | — | 18 de Maio de 2026 A | 25.946 | 0 | 0 | $0 |
| Wendy H Cai-Lee | — | 8 de Dezembro de 2016 S | 42.007 | 0 | 0 | $0 |
| John Lee | — | 1 de Agosto de 2016 A | 316.528 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 122 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 |
|---|---|---|---|---|
| SCAP · Series Portfolios Trust | 3,27% | 5.437 NS | 31 de Maio de 2026 | N-PORT |
| PJFM · PGIM ETF Trust | 3,00% | 4.072 NS | 29 de Maio de 2026 | N-PORT |
| IAT · iShares Trust | 2,84% | 145.986 SH | 8 de Agosto de 2026 | Diário |
| AMID · EA Series Trust | 2,00% | 17.162 NS | 29 de Maio de 2026 | N-PORT |
| KBWB · Invesco Exchange-Traded Fund Trust … | 1,97% | 1.023.295 SH | 8 de Agosto de 2026 | Diário |
| EPMB · Harbor ETF Trust | 1,65% | 588 NS | 30 de Abril de 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1,63% | 396.627 NS | 30 de Abril de 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,59% | 585 NS | 30 de Abril de 2026 | N-PORT |
| GDIV · Harbor ETF Trust | 1,55% | 27.729 NS | 30 de Abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 1,25% | 12.373 NS | 30 de Abril de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 1,11% | 43.635 NS | 30 de Abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 1,08% | 109.608 NS | 30 de Abril de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1,01% | 103.029 NS | 30 de Abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,98% | 64.643 NS | 30 de Abril de 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,90% | 34.483 SH | 8 de Agosto de 2026 | Diário |
| CZA · Invesco Exchange-Traded Fund Trust | 0,86% | 12.507 SH | 8 de Agosto de 2026 | Diário |
| IQSM · New York Life Investments ETF Trust | 0,73% | 18.173 NS | 30 de Abril de 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,70% | 59.709 NS | 30 de Abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,68% | 185 NS | 29 de Maio de 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,60% | 61.745 NS | 30 de Abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,59% | 12.515 NS | 31 de Maio de 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0,59% | 63.451 NS | 30 de Abril de 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0,58% | 65.600 SH | 8 de Agosto de 2026 | Diário |
| XJH · iShares Trust | 0,57% | 18.514 SH | 8 de Agosto de 2026 | Diário |
| QDEF · FlexShares Trust | 0,54% | 22.659 NS | 30 de Abril de 2026 | N-PORT |
| CGDG · Capital Group Dividend Growers ETF | 0,53% | 217.243 NS | 31 de Maio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,52% | 17.499 SH | 8 de Agosto de 2026 | Diário |
| QDF · FlexShares Trust | 0,52% | 88.110 NS | 30 de Abril de 2026 | N-PORT |
| ESLV · Strategy Shares | 0,51% | 478 NS | 30 de Abril de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,51% | 15.785 NS | 30 de Abril de 2026 | N-PORT |
| IJJ · iShares Trust | 0,50% | 342.137 SH | 8 de Agosto de 2026 | Diário |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,50% | 57.633 SH | 8 de Agosto de 2026 | Diário |
| IJH · iShares Trust | 0,50% | 4.726.953 SH | 8 de Agosto de 2026 | Diário |
| IJK · iShares Trust | 0,49% | 408.332 SH | 8 de Agosto de 2026 | Diário |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,48% | 221.271 SH | 8 de Agosto de 2026 | Diário |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,47% | 68.940 SH | 8 de Agosto de 2026 | Diário |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,45% | 22.818 NS | 31 de Maio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,45% | 21.965 NS | 30 de Abril de 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0,42% | 3.285.925 NS | 31 de Maio de 2026 | N-PORT |
| SMLF · iShares Trust | 0,42% | 136.373 SH | 8 de Agosto de 2026 | Diário |
| JSTC · Tidal Trust I | 0,40% | 10.953 NS | 31 de Maio de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,39% | 46.028 NS | 30 de Abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,38% | 1.994.291 SH | 8 de Agosto de 2026 | Diário |
| ABCS · EA Series Trust | 0,38% | 352 NS | 29 de Maio de 2026 | N-PORT |
| MVV · ProShares Trust | 0,36% | 4.755 NS | 31 de Maio de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,35% | 21.878 NS | 31 de Maio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,34% | 2.278 NS | 30 de Abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,32% | 60.475 NS | 30 de Abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,31% | 372.040 NS | 31 de Maio de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,31% | 323.632 NS | 31 de Maio de 2026 | N-PORT |