EXPO Exponent, Inc. - Common Stock
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Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.
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Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.
History
Founding and leadership
Failure Analysis Associates (FaAA) was founded in April 1967 by then Stanford University professor Alan Stephen Tetelman along with his colleagues Bernard Ross, Marsh Pound, John Shyne and Sathya V. Hanagud with $500 in capital.
At the time of FaAA's founding, Ross was also an engineering program manager at SRI International (then the Stanford Research Institute) (1965–1970). While en route to the site of a Navy jet crash investigation, Tetelman was killed on September 25, 1978, in the PSA Flight 182 air crash over San Diego between a PSA jet liner and a private Cessna airplane that claimed the lives of 144 people. He was forty-two years old.
Ross assumed the presidency of Failure Analysis Associates after the accident. Ross and the late Tetelman were featured in a documentary film about the company titled "What Went Wrong" made by the United States Information Service and distributed worldwide. Tetelman was a world-renowned expert in fracture mechanics and co-authored a textbook titled "The Principles of Engineering Materials" with Craig R. Barrett (former CEO of Intel) and Stanford professor, William D. Nix, published by Prentice-Hall in 1973.
In 1982, Roger McCarthy assumed the leadership of FaAA, becoming chief executive officer in 1982 until 1996, and chairman of the board in 1986 until 2005. McCarthy joined FaAA in 1978 and became a director and vice-president in 1980.
In 2004, McCarthy was elected to the National Academy of Engineering.
Michael R. Gaulke served as the chief executive officer of Exponent Inc. from June 1996 to May 28, 2009. He is currently chairman of the board of directors. Mr. Gaulke served as president of Exponent Inc. from March 1993 to May 22, 2007. Mr. Gaulke first joined Exponent Inc. in September 1992 and served as its executive vice president and chief financial officer.
In 2008, Oregon State University inducted Mr. Gaulke into its Engineering Hall of Fame.
Paul R. Johnston was the chief executive officer at Exponent Inc. from May 28, 2009 – May 31, 2018. Johnston was president of Exponent Inc. from May 2007 until July 2016. Johnston joined Exponent in 1981 and served as its Principal Engineer since 1987 and vice president since 1996. Johnston has co-authored a book titled "Structural Dynamics by Finite Elements" published by Prentice-Hall in 1987. On May 31, 2018, Johnston stepped down from the position of chief executive officer to be an executive chairman.
Catherine F. Corrigan was named president of Exponent, Inc. on July 29, 2016. Corrigan joined Exponent's Philadelphia office in 1996, was promoted to principal in 2002 and to corporate vice president in 2005. Corrigan was promoted to group vice president to lead the Transportation Group and joined the company's operating committee in 2012.
On May 31, 2018, Corrigan was appointed to chief executive officer.
Incorporation
Failure Analysis Associates was founded as a partnership, incorporated in 1968 in California and reincorporated in Delaware as Failure Analysis Associates, Inc. in 1988.
In 1989, McCarthy reincorporated Failure Analysis Associates, Inc. in Delaware under a holding company, The Failure Group, Inc. and took The Failure Group, Inc. public in 1990. The company changed its name to Exponent, Inc. in 1998.
Company activities
Exponent has been involved in the investigations of many well known incidents including the now debunked report aired on Dateline in 1993 about fires and explosions involving sidesaddle fuel tanks on Chevrolet C/K trucks, the disputed Consumer Reports finding on Suzuki roll-over safety, the 2009–2010 Toyota vehicle recalls, the crash of American Airlines Flight 587 among many other aviation accidents, and the Exxon Valdez oil spill. The Federal Emergency Management Agency also hired Exponent to examine the Oklahoma City bombing damage aftermath, specifically the damage to the Alfred P. Murrah Federal Building. NASA hired Exponent in 1986 to determine the causes of the Space Shuttle Challenger disaster.
In 2003, Exponent was hired by the U.S. government to investigate the Space Shuttle Columbia disaster. In 2017, Samsung hired Exponent to determine cause of thermal runaway of the Note 7 Phone batteries.
Exponent has ISO 9001 accreditation, indicating independently audited and certified quality management practices. The company also is certified for battery, energy storage and compliance testing.
Neutrality
Exponent has been criticized for the quality and neutrality of their reports pertaining to various controversial topics. Common points of critique include corporate denialism and the disproportionate production of favorable reports for industrial clients. Examples include a 2001 report suggesting that dioxins do not cause cancer.
According to the Los Angeles Times, "Exponent's research has come under fire from critics, including engineers, attorneys and academics who say the company tends to deliver to clients the reports they need to mount a public defense." Exponent's executive chairman responded that such criticism is a "cheap shot", responding "Do we tell our clients a lot of what they don't want to hear? Absolutely." In 2009, the Amazon Defense Coalition criticized an Exponent study commissioned by the energy company Chevron which suggested that exposure to oil waste increase cancer risks. Chevron's largest shareholder at the time was a director on Exponent's board. The firm was also criticized for assisting industry efforts to reduce chromium regulation.
Notable projects
Partial listing of notable projects:
Research areas
Exponent's services are concentrated on multiple practices and centers, including:
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
EXPO Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
EXPO 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 |
|---|---|
| 5 de Junho de 2026 | $0,3100 |
| 6 de Março de 2026 | $0,3100 |
| 5 de Dezembro de 2025 | $0,3000 |
| 5 de Setembro de 2025 | $0,3000 |
| 6 de Junho de 2025 | $0,3000 |
| 7 de Março de 2025 | $0,3000 |
| 6 de Dezembro de 2024 | $0,2800 |
| 6 de Setembro de 2024 | $0,2800 |
| 7 de Junho de 2024 | $0,2800 |
| 7 de Março de 2024 | $0,2800 |
| 7 de Dezembro de 2023 | $0,2600 |
| 7 de Setembro de 2023 | $0,2600 |
| 8 de Junho de 2023 | $0,2600 |
| 9 de Março de 2023 | $0,2600 |
| 8 de Dezembro de 2022 | $0,2400 |
| 8 de Setembro de 2022 | $0,2400 |
| 9 de Junho de 2022 | $0,2400 |
| 10 de Março de 2022 | $0,2400 |
| 2 de Dezembro de 2021 | $0,2000 |
| 9 de Setembro de 2021 | $0,2000 |
EXPO Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 3 30,0%
- Compra 5 50,0%
- Manter 2 20,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
3 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 | $0.60 | $0.56 | 0.04% |
| 31 de Março de 2026 | $0.59 | $0.58 | 0.01% |
| 31 de Dezembro de 2025 | $0.59 | $0.58 | 0.01% |
| 30 de Setembro de 2025 | $0.55 | $0.52 | 0.03% |
| 30 de Junho de 2025 | $0.52 | $0.50 | 0.02% |
| 31 de Março de 2025 | $0.52 | $0.49 | 0.03% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| EXPO | — | 33.9 | 4.2% | 18.2% | 25.9% | — |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| KBR | $5.12B | 12.6 | 0.99% | 5.3% | 28.1% | 14.8% |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| FCN | $5.27B | 20.7 | 2.4% | 7.1% | 14.9% | 32.1% |
| CBZ | $2.74B | 27.6 | 52.1% | 4.2% | — | 12.9% |
| HURN | — | 29.6 | 11.7% | 6.2% | 20.9% | — |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
| TIC | — | — | — | — | — | — |
| ICFI | $1.56B | 17.2 | -7.3% | 4.9% | 9.0% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 13
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $582M | $559M | $537M | $513M | $466M | $400M | $417M | $380M | $348M | $315M | $313M | $305M | |
| SG&A Expense | $26M | $23M | $24M | $24M | $15M | $13M | $21M | $18M | $18M | $15M | $15M | $16M | |
| Operating Expenses | $462M | $439M | $425M | $372M | $357M | $317M | $332M | $288M | $276M | $253M | $244M | $241M | |
| Operating Income | $120M | $120M | $111M | $141M | $109M | $83M | $85M | $91M | $72M | $62M | $69M | $64M | |
| Other Non-op | $18M | $18M | $17M | $-11M | $17M | $12M | $15M | $-890.0K | $9M | $8.0K | $48.0K | $4M | |
| Pretax Income | $147M | $147M | $136M | $132M | $126M | $97M | $104M | $93M | $83M | $69M | $71M | $68M | |
| Income Tax | $41M | $38M | $36M | $30M | $25M | $14M | $22M | $21M | $41M | $22M | $28M | $27M | |
| Net Income | $106M | $109M | $100M | $102M | $101M | $83M | $82M | $72M | $41M | $47M | $44M | $41M | |
| EPS (Basic) | $2.08 | $2.13 | $1.96 | $1.98 | $1.92 | $1.58 | $1.56 | $1.37 | $0.78 | $0.90 | $1.64 | $1.51 | |
| EPS (Diluted) | $2.07 | $2.11 | $1.94 | $1.96 | $1.90 | $1.55 | $1.53 | $1.33 | $0.77 | $0.87 | $1.60 | $1.47 | |
| Shares (Basic) | 50,904,000 | 51,129,000 | 51,152,000 | 51,727,000 | 52,610,000 | 52,388,000 | 52,691,000 | 52,906,000 | 52,724,000 | 52,976,000 | 26,606,000 | 26,910,000 | |
| Shares (Diluted) | 51,244,000 | 51,569,000 | 51,635,000 | 52,280,000 | 53,331,000 | 53,323,000 | 53,884,000 | 54,168,000 | 53,972,000 | 54,332,000 | 27,298,000 | 27,666,000 | |
| EBITDA | $120M | · | · | $141M | $109M | $83M | $85M | $91M | $72M | $62M | $69M | $64M |
Balanço Patrimonial 23
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $222M | $259M | $187M | $161M | $298M | $198M | $176M | $127M | $125M | $115M | $126M | $129M | |
| Short-term Investments | · | · | · | · | · | $45M | $55M | $81M | $72M | $59M | $46M | $25M | |
| Receivables | $182M | $161M | $167M | $170M | $140M | $112M | $120M | $106M | $110M | $87M | $89M | $86M | |
| Prepaid Expense | $24M | $27M | $25M | $18M | $15M | $13M | $12M | $12M | $9M | $13M | $13M | $15M | |
| Current Assets | $428M | $447M | $380M | $349M | $453M | $367M | $364M | $327M | $316M | $274M | $273M | $255M | |
| PP&E (Net) | $72M | $73M | $75M | $66M | $60M | $60M | $62M | $46M | $35M | $37M | $28M | $28M | |
| PP&E (Gross) | $194M | $185M | $179M | $169M | $158M | $154M | $152M | $135M | $119M | $114M | $101M | $96M | |
| Accum. Depreciation | $122M | $112M | $104M | $103M | $98M | $94M | $90M | $89M | $84M | $78M | $72M | $68M | |
| Goodwill | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Other Non-current Assets | $5M | $6M | $4M | $2M | $2M | $1M | $949.0K | $1M | $1M | $1M | $2M | $1M | |
| Total Assets | $778M | $777M | $647M | $587M | $684M | $580M | $563M | $469M | $440M | $404M | $388M | $365M | |
| Accounts Payable | $31M | $5M | $4M | $9M | $3M | $3M | $5M | $3M | $3M | $3M | $4M | $2M | |
| Accrued Liabilities | $24M | $17M | $18M | $20M | $21M | $13M | $14M | $10M | $12M | $7M | $7M | $7M | |
| Current Liabilities | $178M | $163M | $162M | $159M | $153M | $117M | $124M | $98M | $93M | $80M | $80M | $79M | |
| Capital Leases | $76M | $76M | $22M | $13M | $10M | $14M | $18M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $5M | $4M | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | |
| Total Liabilities | $387M | $356M | $291M | $266M | $267M | $219M | $213M | $155M | $151M | $130M | $125M | $121M | |
| Common Stock | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $33.0K | $33.0K | $33.0K | |
| Retained Earnings | $668M | $624M | $574M | $529M | $478M | $422M | $385M | $342M | $304M | $291M | $269M | $247M | |
| Treasury Stock | $646M | $545M | $537M | $506M | $341M | $324M | $278M | $253M | $223M | $209M | $184M | $162M | |
| AOCI | · | · | · | · | $-2M | $-2M | $-2M | $-3M | $-2M | $-3M | $-2M | $-904.0K | |
| Stockholders' Equity | $390M | $421M | $356M | $321M | $417M | $361M | $350M | $314M | $289M | $273M | $263M | $244M | |
| Liabilities + Equity | $778M | $777M | $647M | $587M | $684M | $580M | $563M | $469M | $440M | $404M | $388M | $365M |
Fluxo de Caixa 13
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $9M | $7M | $6M | $7M | $7M | $6M | $6M | $6M | $5M | $5M | |
| Stock-based Comp | $24M | $23M | $20M | $20M | $19M | $17M | $17M | $17M | $16M | $13M | $13M | $13M | |
| Deferred Tax | $-10M | $-3M | $85.0K | $-7M | $-6M | $-4M | $-3M | $-4M | $12M | $-3M | $-4M | $-6M | |
| Operating Cash Flow | $132M | $145M | $127M | $94M | $125M | $103M | $108M | $91M | $68M | $67M | $60M | $48M | |
| CapEx | $9M | $7M | $16M | $12M | $7M | $5M | $23M | $16M | $5M | $14M | $5M | $5M | |
| Investing Cash Flow | $-9M | $-7M | $-16M | $-12M | $38M | $5M | $4M | $-26M | $-18M | $-27M | $-27M | · | |
| Stock Repurchased | $97M | $6M | $24M | $156M | $7M | $40M | $22M | $28M | $12M | $24M | $23M | $31M | |
| Net Stock Activity | $-97M | · | · | $-156M | $-7M | $-40M | $-22M | $-28M | $-12M | $-24M | $-23M | $-31M | |
| Dividends Paid | $62M | $58M | $54M | $49M | $43M | $40M | $34M | $27M | $22M | $19M | $16M | $13M | |
| Financing Cash Flow | $-160M | $-65M | $-86M | $-216M | $-63M | $-88M | $-63M | $-62M | $-41M | $-49M | $-37M | · | |
| Net Change in Cash | $-37M | $72M | $26M | $-136M | $100M | $21M | $49M | $2M | $10M | $-11M | $-4M | $7M | |
| Taxes Paid | $48M | $40M | $39M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $122M | · | · | $82M | $118M | $98M | $85M | $75M | $63M | $53M | $55M | $43M |
Lucratividade 7
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.6% | · | · | 27.4% | 23.4% | 20.8% | 20.4% | 24.1% | 20.7% | 19.7% | 22.0% | 20.9% | |
| Net Margin | 18.2% | · | · | 19.9% | 21.7% | 20.6% | 19.8% | 19.0% | 11.9% | 15.1% | 13.9% | 13.4% | |
| Pretax Margin | 25.3% | · | · | 25.8% | 27.0% | 24.2% | 25.0% | 24.6% | 23.7% | 21.9% | 22.7% | 22.3% | |
| EBITDA Margin | 20.6% | · | · | 27.4% | 23.4% | 20.8% | 20.4% | 24.1% | 20.7% | 19.7% | 22.0% | 20.9% | |
| ROA | 13.6% | · | · | 16.1% | 16.0% | 14.4% | 16.0% | 15.9% | 9.8% | 12.0% | 11.6% | 11.5% | |
| ROE | 25.9% | · | · | 31.9% | 24.6% | 23.4% | 23.3% | 22.4% | 14.7% | 17.7% | 17.2% | 17.0% | |
| ROIC | 22.1% | · | · | 34.0% | 21.0% | 19.6% | 19.2% | 22.6% | 12.5% | 15.6% | 16.1% | 15.6% |
Liquidez e Solvência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | · | · | 2.2 | 3.0 | 3.1 | 2.9 | 3.3 | 3.4 | 3.4 | 3.4 | 3.4 | |
| Quick Ratio | 2.3 | · | · | 2.1 | 2.9 | 3.0 | 2.8 | 3.2 | 3.3 | 3.3 | 3.2 | 3.0 |
Eficiência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | · | · | 0.8 | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | 0.8 | 0.9 | |
| Receivables Turnover | 3.4 | · | · | 3.3 | 3.7 | 3.5 | 6.6 | 3.5 | 3.5 | 3.6 | 3.6 | 3.7 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.2% | 4.0% | 4.6% | 10.1% | 16.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.3% | 6.2% | 10.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.9% | 8.8% | -1.0% | 3.2% | 22.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.8% | 3.6% | 7.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.8% | 8.6% | -1.9% | 1.1% | 22.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 1.2% | 2.5% | 6.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.1% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 6
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $582M | $559M | $537M | $513M | $466M | $400M | $417M | $380M | $348M | $315M | $313M | $305M | |
| Net Income TTM | $106M | $109M | $100M | $102M | $101M | $83M | $82M | $72M | $41M | $47M | $44M | $41M | |
| P/E | 33.9 | 42.1 | 45.4 | 50.6 | 61.4 | 58.1 | 46.1 | 37.5 | 46.2 | 34.7 | 15.6 | 13.8 | |
| Earnings Yield | 2.9% | 2.4% | 2.2% | 2.0% | 1.6% | 1.7% | 2.2% | 2.7% | 2.2% | 2.9% | 6.4% | 7.2% | |
| Payout Ratio | 58.1% | · | · | 48.1% | 42.7% | 48.2% | 40.6% | 37.7% | 52.9% | 39.6% | 35.9% | 32.1% | |
| Annual Payout | $62M | $58M | $54M | $49M | $43M | $40M | $34M | $27M | $22M | $19M | $16M | $13M |
Demonstração de Resultados 13
| Métrica | Tendência | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $172M | $166M | $160M | $147M | $142M | $146M | $137M | $136M | $141M | $145M | $123M | $133M | $140M | $140M | $127M | $127M | |
| SG&A Expense | $7M | $6M | $9M | $8M | $6M | $5M | $6M | $5M | $6M | $6M | $6M | $6M | $7M | $6M | $7M | $7M | |
| Operating Expenses | $144M | $125M | $133M | $118M | $125M | $101M | $110M | $110M | $105M | $114M | $105M | $99M | $110M | $111M | $105M | $90M | |
| Operating Income | $28M | $41M | $27M | $29M | $17M | $44M | $27M | $26M | $36M | $31M | $18M | $34M | $30M | $29M | $22M | $37M | |
| Other Non-op | $12M | $-758.0K | $2M | $7M | $17M | $-9M | $1M | $8M | $2M | $7M | $10M | $-2M | $5M | $5M | $7M | $-4M | |
| Pretax Income | $41M | $42M | $31M | $39M | $37M | $38M | $31M | $36M | $40M | $40M | $30M | $34M | $36M | $36M | $31M | $33M | |
| Income Tax | $11M | $13M | $11M | $11M | $10M | $11M | $8M | $10M | $10M | $10M | $9M | $9M | $11M | $6M | $8M | $9M | |
| Net Income | $29M | $30M | $21M | $28M | $27M | $27M | $24M | $26M | $29M | $30M | $21M | $25M | $26M | $29M | $23M | $24M | |
| EPS (Basic) | $0.60 | $0.59 | $0.41 | $0.55 | $0.52 | $0.52 | $0.46 | $0.51 | $0.57 | $0.59 | $0.41 | $0.48 | $0.50 | $0.57 | $0.44 | $0.47 | |
| EPS (Diluted) | $0.60 | $0.59 | $0.41 | $0.55 | $0.52 | $0.52 | $0.45 | $0.50 | $0.57 | $0.59 | $0.40 | $0.48 | $0.50 | $0.56 | $0.44 | $0.47 | |
| Shares (Basic) | 48,753,000 | 49,790,000 | -102,390,000 | 50,872,000 | 51,185,000 | 51,283,000 | -102,165,000 | 51,177,000 | 51,111,000 | 51,006,000 | -102,438,000 | 51,203,000 | 51,255,000 | 51,132,000 | -207,000 | 51,492,000 | |
| Shares (Diluted) | 48,987,000 | 50,119,000 | -103,314,000 | 51,179,000 | 51,502,000 | 51,650,000 | -102,989,000 | 51,622,000 | 51,517,000 | 51,419,000 | -103,384,000 | 51,645,000 | 51,692,000 | 51,682,000 | -209,000 | 52,008,000 | |
| EBITDA | $28M | $41M | · | $29M | $17M | $44M | · | $26M | $36M | $31M | · | $34M | $30M | $29M | · | $37M |
Balanço Patrimonial 21
| Métrica | Tendência | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $67M | $119M | $222M | $207M | $232M | $245M | $259M | $220M | $203M | $169M | · | $137M | $148M | $126M | · | $148M | |
| Receivables | $219M | $197M | $182M | $182M | $171M | $167M | $161M | $169M | $166M | $163M | · | $182M | $176M | $173M | · | $166M | |
| Prepaid Expense | $27M | $25M | $24M | $27M | $23M | $21M | $27M | $24M | $22M | $21M | · | $24M | $21M | $20M | · | $18M | |
| Current Assets | $312M | $341M | $428M | $417M | $426M | $433M | $447M | $413M | $391M | $352M | · | $343M | $345M | $318M | · | $333M | |
| PP&E (Net) | $71M | $72M | $72M | $72M | $72M | $72M | $73M | $73M | $73M | $75M | · | $76M | $77M | $69M | · | $64M | |
| PP&E (Gross) | · | · | $194M | · | · | · | $185M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $127M | $124M | $122M | $120M | $117M | $115M | $112M | $111M | $109M | $106M | · | $109M | · | · | · | · | |
| Goodwill | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $9M | |
| Other Non-current Assets | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $7M | $7M | $4M | · | $5M | $2M | $2M | · | $1M | |
| Total Assets | $653M | $687M | $778M | $761M | $759M | $763M | $777M | $744M | $709M | $629M | · | $602M | $604M | $566M | · | $559M | |
| Accounts Payable | $27M | $37M | $7M | $26M | $25M | $37M | $5M | $23M | $22M | $24M | · | $20M | $20M | $26M | · | $32M | |
| Accrued Liabilities | · | · | $24M | · | · | · | $17M | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $158M | $142M | $178M | $155M | $135M | $130M | $163M | $138M | $132M | $114M | · | $130M | $125M | $109M | · | $138M | |
| Capital Leases | $74M | $74M | $76M | $76M | $74M | $74M | $76M | $76M | $70M | $21M | · | $22M | $23M | $12M | · | $13M | |
| Other Non-current Liabilities | $4M | $4M | $5M | $5M | $5M | $5M | $4M | $5M | $5M | $4M | · | $4M | $3M | $3M | · | $3M | |
| Total Liabilities | $364M | $349M | $387M | $359M | $332M | $322M | $356M | $334M | $316M | $255M | · | $249M | $247M | $225M | · | $239M | |
| Common Stock | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | $66.0K | · | $66.0K | $66.0K | $66.0K | · | $66.0K | |
| Retained Earnings | $696M | $682M | $668M | $659M | $646M | $635M | $624M | $615M | $603M | $589M | · | $567M | $555M | $543M | · | $519M | |
| Treasury Stock | $795M | $728M | $646M | $621M | $580M | $553M | $545M | $545M | $546M | $546M | · | $529M | $512M | $513M | · | $492M | |
| Stockholders' Equity | $289M | $338M | $390M | $403M | $428M | $441M | $421M | $410M | $393M | $374M | $356M | $354M | $357M | $342M | $321M | $320M | |
| Liabilities + Equity | $653M | $687M | $778M | $761M | $759M | $763M | $777M | $744M | $709M | $629M | · | $602M | $604M | $566M | · | $559M |
Fluxo de Caixa 12
| Métrica | Tendência | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $7M | $9M | $5M | $5M | $5M | $8M | $5M | $5M | $6M | $7M | $3M | $5M | $5M | $7M | $4M | $5M | |
| Deferred Tax | $-939.0K | $3M | $-9M | $-3M | $132.0K | $-3M | $-3M | $-3M | $664.0K | $2M | $624.0K | $-2M | $-28.0K | $2M | $-3M | $-4M | |
| Operating Cash Flow | $31M | $-975.0K | $43M | $33M | $36M | $7M | $56M | $30M | $48M | $10M | $71M | $22M | $41M | $-7M | $41M | $29M | |
| CapEx | $2M | $2M | $5M | $3M | $2M | $2M | $3M | $2M | $1M | $1M | $2M | $3M | $5M | $6M | $3M | $3M | |
| Investing Cash Flow | $-2M | $-2M | $-5M | $-3M | $-2M | $-2M | $-3M | $-2M | $-1M | $-1M | $-2M | $-3M | $-5M | $-6M | $-3M | $-3M | |
| Stock Repurchased | $67M | $79M | $91M | $40M | · | · | $1.0K | $-1.0K | $244.0K | $5M | $7M | · | · | · | $14M | $30M | |
| Net Stock Activity | · | $-79M | · | · | · | · | · | · | · | $-5M | · | · | · | · | · | · | |
| Dividends Paid | $15M | $17M | $18M | $15M | $15M | $16M | $14M | $14M | $14M | $16M | $13M | $13M | $13M | $14M | $12M | $12M | |
| Financing Cash Flow | $-81M | $-100M | $-108M | $-55M | $-47M | $-20M | $-12M | $-13M | $-13M | $-27M | $-20M | $-30M | $-13M | $-24M | $-25M | $-42M | |
| Net Change in Cash | $-52M | $-103M | $-70M | $-24M | $-13M | $-14M | $39M | $16M | $35M | $-18M | $50M | $-11M | $23M | $-36M | $13M | $-17M | |
| Free Cash Flow | · | $-3M | · | · | · | $6M | · | · | · | $9M | · | · | · | $-12M | · | · |
Lucratividade 7
| Métrica | Tendência | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.3% | 24.9% | · | 19.7% | 12.1% | 30.5% | · | 19.0% | 25.4% | 21.2% | · | 25.4% | 21.3% | 20.8% | · | 28.9% | |
| Net Margin | 17.1% | 17.8% | · | 19.1% | 18.7% | 18.3% | · | 19.1% | 20.8% | 20.8% | · | 18.4% | 18.4% | 20.8% | · | 19.2% | |
| Pretax Margin | 23.8% | 25.5% | · | 26.2% | 25.9% | 25.9% | · | 26.4% | 28.2% | 27.9% | · | 25.5% | 25.9% | 25.3% | · | 26.3% | |
| EBITDA Margin | 16.3% | 24.9% | · | 19.7% | 12.1% | 30.5% | · | 19.0% | 25.4% | 21.2% | · | 25.4% | 21.3% | 20.8% | · | 28.9% | |
| ROA | 4.2% | 4.1% | · | 3.7% | 3.6% | 3.8% | · | 3.9% | 4.5% | 5.0% | · | 4.2% | 4.4% | 4.9% | · | 4.1% | |
| ROE | 8.2% | 7.6% | · | 6.9% | 6.5% | 6.5% | · | 6.8% | 7.8% | 8.4% | · | 7.3% | 7.4% | 8.0% | · | 6.7% | |
| ROIC | 7.0% | 8.5% | · | 5.2% | 2.9% | 7.1% | · | 4.6% | 6.7% | 6.1% | · | 6.9% | 5.9% | 7.0% | · | 8.4% |
Liquidez e Solvência 2
| Métrica | Tendência | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.4 | · | 2.7 | 3.2 | 3.3 | · | 3.0 | 3.0 | 3.1 | · | 2.6 | 2.8 | 2.9 | · | 2.4 | |
| Quick Ratio | 1.8 | 2.2 | · | 2.5 | 3.0 | 3.2 | · | 2.8 | 2.8 | 2.9 | · | 2.5 | 2.6 | 2.7 | · | 2.3 |
Eficiência 2
| Métrica | Tendência | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.8 |
Avaliação (TTM) 5
| Métrica | Tendência | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $627M | $601M | · | $571M | $564M | $567M | · | $555M | $559M | $559M | · | $541M | $538M | $526M | · | $502M | |
| Net Income TTM | $114M | $111M | · | $107M | $108M | $112M | · | $110M | $110M | $110M | · | $104M | $105M | $109M | · | $104M | |
| P/E | 27.0 | 30.5 | · | 32.1 | 36.5 | 35.3 | · | 52.9 | 44.4 | 38.8 | · | 42.6 | 46.2 | 47.9 | · | 44.3 | |
| Earnings Yield | 3.7% | 3.3% | · | 3.1% | 2.7% | 2.8% | · | 1.9% | 2.2% | 2.6% | · | 2.4% | 2.2% | 2.1% | · | 2.3% | |
| Payout Ratio | · | 56.1% | · | · | · | 61.4% | · | · | · | 51.7% | · | · | · | 49.8% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $582M | $559M | $537M | $513M | $466M |
| Margem Operacional % | 20.6% | — | — | 27.4% | 23.4% |
| Lucro líquido | $106M | $109M | $100M | $102M | $101M |
| EPS Diluído | $2.07 | $2.11 | $1.94 | $1.96 | $1.90 |
Balanço Patrimonial
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 2.4 | — | — | 2.2 | 3.0 |
| Índice de Liquidez Seca | 2.3 | — | — | 2.1 | 2.9 |
Fluxo de Caixa
| 2026-01-02 | 2025-01-03 | 2023-12-29 | 2022-12-30 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $122M | — | — | $82M | $118M |
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Investidores institucionais (13F) 364 declarantes · $2.1B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 37 (-23 vs trimestre anterior) | 53 (+13 vs trimestre anterior) | 108 (-35 vs trimestre anterior) | 149 (+30 vs trimestre anterior) | +301K |
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 GROUP INC | $328.643.322 | 4.731.404 | 15,51% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $184.719.346 | 3.143.624 | 8,72% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $128.109.257 | 2.180.212 | 6,05% | Ações |
| STATE STREET CORP | $114.208.639 | 1.943.646 | 5,39% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $88.652.928 | 1.508.520 | 4,18% | Ações |
| ROYCE & ASSOCIATES LP | $77.745.180 | 1.323.097 | 3,67% | Ações |
| Conestoga Capital Advisors, LLC | $74.372.741 | 1.265.704 | 3,51% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $67.076.395 | 1.141.532 | 3,17% | Ações |
| FIRST TRUST ADVISORS LP | $63.658.823 | 1.083.370 | 3,00% | Ações |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $62.623.411 | 1.065.749 | 2,96% | Ações |
| TWO SIGMA INVESTMENTS, LP | $60.724.112 | 1.033.426 | 2,87% | Ações |
| GENEVA CAPITAL MANAGEMENT LLC | $58.015.034 | 987.322 | 2,74% | Ações |
| NORGES BANK | $51.934.615 | 883.843 | 2,45% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $50.907.417 | 866.362 | 2,40% | Ações |
| Resona Asset Management Co.,Ltd. | $44.525.119 | 754.256 | 2,10% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30.967.695 | 527.020 | 1,46% | Ações |
| TWO SIGMA ADVISERS, LP | $26.221.150 | 377.500 | 1,24% | Ações |
| Point72 Asset Management, L.P. | $23.180.938 | 394.502 | 1,09% | Ações |
| MILLENNIUM MANAGEMENT LLC | $22.977.922 | 391.047 | 1,08% | Ações |
| BAMCO INC /NY/ | $21.406.092 | 364.297 | 1,01% | Ações |
| GOLDMAN SACHS GROUP INC | $20.546.868 | 349.674 | 0,97% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $20.435.788 | 347.784 | 0,96% | Ações |
| RAYMOND JAMES FINANCIAL INC | $18.715.639 | 318.510 | 0,88% | Ações |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | $16.468.515 | 280.267 | 0,78% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $15.666.283 | 266.615 | 0,74% | Ações |
| Fenimore Asset Management Inc | $15.546.545 | 264.577 | 0,73% | Ações |
| UBS Group AG | $13.974.009 | 237.815 | 0,66% | Ações |
| Qube Research & Technologies Ltd | $13.806.661 | 234.967 | 0,65% | Ações |
| Bank of New York Mellon Corp | $12.894.529 | 219.444 | 0,61% | Ações |
| Trexquant Investment LP | $12.467.638 | 212.179 | 0,59% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $12.426.741 | 211.483 | 0,59% | Ações |
| Balyasny Asset Management L.P. | $12.113.609 | 206.154 | 0,57% | Ações |
| FIFTH THIRD BANCORP | $11.604.994 | 197.498 | 0,55% | Ações |
| MACKENZIE FINANCIAL CORP | $11.233.443 | 191.175 | 0,53% | Ações |
| Montanaro Asset Management Ltd | $10.523.270 | 179.089 | 0,50% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $10.510.165 | 178.866 | 0,50% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $10.331.653 | 175.828 | 0,49% | Ações |
| BLI - Banque de Luxembourg Investments | $9.716.719 | 162.300 | 0,46% | Ações |
| RHUMBLINE ADVISERS | $9.638.201 | 164.027 | 0,45% | Ações |
| D. E. Shaw & Co., Inc. | $9.630.294 | 163.892 | 0,45% | Ações |
| BANK OF AMERICA CORP /DE/ | $7.600.724 | 129.352 | 0,36% | Ações |
| ProShare Advisors LLC | $7.409.929 | 126.105 | 0,35% | Ações |
| PEAK6 LLC | $7.051.200 | 120.000 | 0,33% | Opção de venda |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.526.297 | 111.067 | 0,31% | Ações |
| ALPS ADVISORS INC | $6.519.892 | 110.958 | 0,31% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $6.367.469 | 108.364 | 0,30% | Ações |
| AMERIPRISE FINANCIAL INC | $6.213.987 | 105.752 | 0,29% | Ações |
| ALLIANCEBERNSTEIN L.P. | $6.137.937 | 94.068 | 0,29% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $5.987.644 | 101.900 | 0,28% | Ações |
| Swiss National Bank | $5.793.736 | 98.600 | 0,27% | Ações |
| AMERICAN CENTURY COMPANIES INC | $5.484.130 | 93.331 | 0,26% | Ações |
| NICHOLAS COMPANY, INC. | $5.336.583 | 90.820 | 0,25% | Ações |
| California Public Employees Retirement System | $5.104.540 | 86.871 | 0,24% | Ações |
| STIFEL FINANCIAL CORP | $4.977.338 | 84.705 | 0,23% | Ações |
| Granite Investment Partners, LLC | $4.970.626 | 84.592 | 0,23% | Ações |
| Vest Financial, LLC | $4.742.520 | 80.710 | 0,22% | Ações |
| Retirement Systems of Alabama | $4.687.579 | 79.775 | 0,22% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.447.779 | 75.694 | 0,21% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.943.188 | 60.432 | 0,19% | Ações |
| Jefferies Financial Group Inc. | $3.927.636 | 66.842 | 0,19% | Ações |
| Holocene Advisors, LP | $3.811.232 | 64.861 | 0,18% | Ações |
| BARCLAYS PLC | $3.740.662 | 63.660 | 0,18% | Ações |
| Cubist Systematic Strategies, LLC | $3.539.944 | 50.949 | 0,17% | Ações |
| LPL Financial LLC | $3.244.773 | 55.221 | 0,15% | Ações |
| Longaeva Partners L.P. | $3.187.965 | 54.254 | 0,15% | Ações |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.124.505 | 53.174 | 0,15% | Ações |
| CAPSTONE INVESTMENT ADVISORS, LLC | $3.064.863 | 52.159 | 0,14% | Ações |
| MetLife Investment Management, LLC | $3.014.447 | 51.301 | 0,14% | Ações |
| BlackRock, Inc. | $2.874.480 | 48.919 | 0,14% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $2.846.158 | 48.437 | 0,13% | Ações |
| EFG Asset Management (Americas) Corp. | $2.828.739 | 40.713 | 0,13% | Ações |
| Numerai GP LLC | $2.697.672 | 45.910 | 0,13% | Ações |
| Y-Intercept (Hong Kong) Ltd | $2.681.748 | 45.639 | 0,13% | Ações |
| ALGERT GLOBAL LLC | $2.651.251 | 45.120 | 0,13% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.571.573 | 43.764 | 0,12% | Ações |
| Bridge City Capital, LLC | $2.379.898 | 40.502 | 0,11% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.333.301 | 39.709 | 0,11% | Ações |
| Assenagon Asset Management S.A. | $2.311.736 | 39.342 | 0,11% | Ações |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $2.229.942 | 37.950 | 0,11% | Ações |
| Freestone Grove Partners LP | $2.076.931 | 35.346 | 0,10% | Ações |
| LMR Partners LLP | $2.061.360 | 35.081 | 0,10% | Ações |
| ALLSTATE CORP | $1.857.580 | 31.613 | 0,09% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.845.566 | 30.914 | 0,09% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.763.740 | 30.016 | 0,08% | Ações |
| CAPTRUST FINANCIAL ADVISORS | $1.735.128 | 29.529 | 0,08% | Ações |
| Cetera Investment Advisers | $1.697.865 | 28.895 | 0,08% | Ações |
| Legal & General Group Plc | $1.663.319 | 28.307 | 0,08% | Ações |
| MIROVA | $1.649.041 | 28.064 | 0,08% | Ações |
| SEI INVESTMENTS CO | $1.626.150 | 27.657 | 0,08% | Ações |
| CITADEL ADVISORS LLC | $1.575.179 | 26.807 | 0,07% | Ações |
| AlphaQuest LLC | $1.536.247 | 22.117 | 0,07% | Ações |
| PEAK6 LLC | $1.529.111 | 26.023 | 0,07% | Ações |
| H D Vest Advisory Services | $1.508.676 | 20.194 | 0,07% | Ações |
| State of New Jersey Common Pension Fund D | $1.454.192 | 24.748 | 0,07% | Ações |
| JANUS HENDERSON GROUP PLC | $1.447.949 | 22.201 | 0,07% | Ações |
| Campbell & CO Investment Adviser LLC | $1.419.583 | 24.159 | 0,07% | Ações |
| State of Tennessee, Department of Treasury | $1.406.950 | 23.944 | 0,07% | Ações |
| KLP KAPITALFORVALTNING AS | $1.392.612 | 23.700 | 0,07% | Ações |
| MORGAN STANLEY | $1.368.198 | 23.284 | 0,06% | Ações |
| WINTON GROUP Ltd | $1.357.650 | 23.105 | 0,06% | Ações |
Executivos da empresa 41 insiders · 27 diretores · 15 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Catherine Corrigan | Chief Executive Officer | 17 de Agosto de 2026 M | 129.108 | 0 | 20 | $-2.842.096 |
| Richard L Schlenker JR | EVP & Chief Financial Officer | 13 de Março de 2026 A | 230.351 | 0 | 0 | $0 |
| Bradley A James | Group Vice President | 26 de Maio de 2026 S | 1.105 | 0 | 1 | $-114.920 |
| Richard Reiss | Group Vice President | 19 de Maio de 2026 S | 2.288 | 0 | 1 | $-98.063 |
| Joseph Sala | Group Vice President | 13 de Maio de 2026 S | 0 | 0 | 1 | $-117.060 |
| Joseph Rakow | Group Vice President | 13 de Maio de 2026 S | 0 | 0 | 1 | $-160.974 |
| John Pye | VP Global Offices & Innovation | 6 de Abril de 2026 A | 29.131 | 0 | 2 | $-303.907 |
| Brian Kundert | Chief Human Resources Officer | 13 de Março de 2026 A | — | 0 | 0 | $0 |
| Maureen T. F. Reitman | Group Vice President | 13 de Março de 2026 A | 39.226 | 0 | 0 | $0 |
| Eric Guyer | Group Vice Presient | 20 de Maio de 2024 S | 0 | 0 | 0 | $0 |
| Sally Shepard | Chief Human Resources Officer | 15 de Março de 2024 A | 23.745 | 0 | 0 | $0 |
| Steven J Murray | Group Vice President | 21 de Agosto de 2023 S | 27.412 | 0 | 0 | $0 |
| Harri Kytomaa | Group Vice President | 15 de Março de 2023 M | 14.656 | 0 | 0 | $0 |
| John Joseph Doyle | Group Vice President | 10 de Março de 2023 A | — | 0 | 0 | $0 |
| Robert Haddad | Group Vice President | 12 de Março de 2021 A | 5.227 | 0 | 0 | $0 |
| John Osteraas | Group Vice President | 15 de Março de 2019 A | 24.577 | 0 | 0 | $0 |
| Paul Boehm | Group Vice President | 16 de Agosto de 2016 S | 24.045 | 0 | 0 | $0 |
| Robert D Caligiuri | Group Vice President | 12 de Agosto de 2016 S | 129.512 | 0 | 0 | $0 |
| Elizabeth L Anderson | Chief Science Officer | 9 de Março de 2016 M | 12.701 | 0 | 0 | $0 |
| Subbaiah V Malladi | Chief Technical Officer | 9 de Março de 2016 M | 45.711 | 0 | 0 | $0 |
| John E Moalli | Group Vice President | 22 de Abril de 2013 S | 945 | 0 | 0 | $0 |
| Robert C Lange | Group Vice President | 9 de Março de 2012 A | — | 0 | 0 | $0 |
| Roger L Mccarthy | Chairman Emeritus | 9 de Março de 2007 A | 0 | 0 | 0 | $0 |
| Larry W Anderson | Group Vice President | 10 de Março de 2006 A | 33.058 | 0 | 0 | $0 |
| Charles A Rau JR | Corporate Vice President | 26 de Fevereiro de 2004 S | 215.100 | 0 | 0 | $0 |
| Piotr D Moncarz | Corporate Vice President | 12 de Fevereiro de 2004 S | 50.843 | 0 | 0 | $0 |
| Angela A Meyer | Vice President Client Services | 28 de Agosto de 2003 M | 0 | 0 | 0 | $0 |
| George H. Brown | Conselheiro | 4 de Junho de 2026 A | 10.730 | 0 | 0 | $0 |
| Carol Lindstrom | Conselheiro | 4 de Junho de 2026 A | 9.405 | 0 | 0 | $0 |
| Debra Zumwalt | Conselheiro | 4 de Junho de 2026 A | 31.830 | 0 | 0 | $0 |
| Karen A Richardson | Conselheiro | 4 de Junho de 2026 A | 2.009 | 0 | 0 | $0 |
| Paul R Johnston | Conselheiro | 3 de Junho de 2026 M | 62.940 | 0 | 0 | $0 |
| John B Shoven | Conselheiro | 7 de Junho de 2023 M | 72.791 | 0 | 0 | $0 |
| Michael R Gaulke | Conselheiro | 30 de Maio de 2018 M | 70.671 | 0 | 0 | $0 |
| Stephen C Riggins | Conselheiro | 31 de Maio de 2017 M | 3.324 | 0 | 0 | $0 |
| Samuel H Armacost | Conselheiro | 28 de Maio de 2014 M | 95.867 | 0 | 0 | $0 |
| Mary B Cranston | Conselheiro | 28 de Maio de 2014 M | 4.156 | 0 | 0 | $0 |
| DENEND LESLIE G | Conselheiro | 26 de Julho de 2013 S | 0 | 0 | 0 | $0 |
| Jon R Katzenbach | Conselheiro | 3 de Junho de 2010 M | 13.419 | 0 | 0 | $0 |
| Edward J Keith | Conselheiro | 2 de Junho de 2004 A | — | 0 | 0 | $0 |
| Barbara M Barrett | — | 1 de Maio de 2008 M | 45.628 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 80 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 |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 1,85% | 339 NS | 30 de Abril de 2026 | N-PORT |
| SMDV · ProShares Trust | 0,77% | 86.865 NS | 31 de Maio de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,76% | 112 NS | 30 de Abril de 2026 | N-PORT |
| OUSM · ALPS ETF Trust | 0,70% | 104.492 NS | 31 de Maio de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,53% | 66.040 NS | 30 de Abril de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,49% | 411.416 SH | 19 de Agosto de 2026 | Diário |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,28% | 11.994 SH | 19 de Agosto de 2026 | Diário |
| PAVE · Global X Funds | 0,21% | 493.837 NS | 31 de Maio de 2026 | N-PORT |
| IWO · iShares Trust | 0,21% | 452.163 SH | 19 de Agosto de 2026 | Diário |
| PSC · Principal Exchange-Traded Funds | 0,17% | 68.466 NS | 30 de Junho de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,17% | 52.642 SH | 19 de Agosto de 2026 | Diário |
| BKSE · BNY Mellon ETF Trust | 0,15% | 1.773 NS | 30 de Abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,12% | 210 NS | 30 de Abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,12% | 57.637 NS | 31 de Maio de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,11% | 17.558 NS | 30 de Abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,11% | 46.744 SH | 19 de Agosto de 2026 | Diário |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,11% | 7.006 SH | 19 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,10% | 1.258.794 SH | 19 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,10% | 21.625 NS | 30 de Abril de 2026 | N-PORT |
| ISCG · iShares Trust | 0,10% | 15.051 SH | 19 de Agosto de 2026 | Diário |
| PTMC · Pacer Funds Trust | 0,09% | 5.570 NS | 30 de Abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 283.660 SH | 19 de Agosto de 2026 | Diário |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 638.155 SH | 19 de Agosto de 2026 | Diário |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,08% | 78.280 SH | 19 de Agosto de 2026 | Diário |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,08% | 20.013 SH | 19 de Agosto de 2026 | Diário |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,08% | 24.891 SH | 19 de Agosto de 2026 | Diário |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 7.011 NS | 30 de Abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 157.890 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,07% | 2.352 NS | 31 de Maio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 20.493 NS | 30 de Abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,07% | 826 NS | 30 de Abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,06% | 1.723 NS | 31 de Maio de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 240.677 NS | 31 de Maio de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 77.661 NS | 31 de Maio de 2026 | N-PORT |
| ISCB · iShares Trust | 0,05% | 2.085 SH | 19 de Agosto de 2026 | Diário |
| FIDU · FIDELITY COVINGTON TRUST | 0,05% | 14.888 NS | 30 de Abril de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,04% | 241 NS | 31 de Maio de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1.840 NS | 31 de Maio de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0,04% | 59.844 SH | 19 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,03% | 3.101 SH | 19 de Agosto de 2026 | Diário |
| URTY · ProShares Trust | 0,03% | 1.862 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 556.365 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1.107.134 SH | 19 de Agosto de 2026 | Diário |
| SFGV · EA Series Trust | 0,03% | 5.056 NS | 29 de Maio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,03% | 5.794 SH | 19 de Agosto de 2026 | Diário |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 4.979 NS | 31 de Maio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 1.636 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 2.034 NS | 31 de Maio de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 47 NS | 31 de Maio de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,01% | 1.380 SH | 19 de Agosto de 2026 | Diário |