FDS FactSet Research Systems Inc. Common Stock
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| Data ex | Desdobramento | Tipo |
|---|---|---|
| 7 de Fevereiro de 2005 | 3-for-2 | Para frente |
| 7 de Fevereiro de 2000 | 2-for-1 | Para frente |
| 8 de Fevereiro de 1999 | 3-for-2 | Para frente |
Sobre FactSet Research Systems Inc. Common Stock Visão geral da empresa da Wikipedia
FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion.
FactSet provides client support & learning, implementation services, business advisory, data delivery, index services, portfolio data management, and transition services.
FactSet's competitors include Bloomberg L.P., LSEG, and S&P Global.
History
1977–1980
FactSet was founded by Howard Wille and Chuck Snyder in 1978. Their partnership began in 1977 when the two worked on Wall Street at Faulkner, Dawkins & Sullivan.
As computers became more prominent at the end of the 1970s, Wille and Snyder thought the industry was changing. When Shearson purchased Faulkner, Dawkins & Sullivan and the company started to expand, Wille and Snyder decided to set out on their own and test their idea for a company that could deliver computer-based financial information. At the time, companies had to purchase raw data directly from a vendor such as Compustat, then hire programmers to make the data user-friendly. Wille and Snyder's vision would offer usable data directly to the client.
Originally, all data was delivered to clients on paper, often by bike messenger. The original namesake product was a program called "Company FactSet," which produced a four-page company analysis report using the Value Line database. Today, users access FactSet's private network via WAN, Internet, and wireless devices.
1981–1989
In the early 1980s, FactSet had fewer than ten employees. In 1981, Snyder found a way to download data from the FactSet computer into Visicalc, allowing clients to retrieve data from a database directly into a spreadsheet. For the first time, several steps in the process were eliminated, making the data download process dramatically quicker.
In 1984, FactSet added limited screening capabilities, which were expanded in 1988 with the introduction of Universal Screening, which allowed users to stipulate their own screening criteria. Another development was the 1989 release of the company's Private Database Service. Users could now store proprietary data and integrate it with their own information to perform custom analysis.
Former Chairman Philip A. Hadley joined the company as a consultant in 1985.
1990–2000
In 1990, FactSet for Windows was released. That same year, company headquarters moved from New York City to Greenwich, Connecticut.
A London office opened in 1993, the first in Europe. The first Asia-Pacific office opened in Tokyo in 1995.
By the end of 1995, FactSet had fewer than 400 customers including 84 of the United States' top investment managers. The company changed its name in June 1995 to FactSet Research Systems Inc. in preparation for becoming a public company. The company began trading on the New York Stock Exchange in 1996 under the symbol FDS.
In 1997, the company released Portfolio Management Workstation, followed a year later by the Economic Analysis and Company Explorer applications.
The product became easier to use in 1998, with the release of the DIRECTIONS interface and the addition of Online Assistant, a web-based help and reference tool. FactSet introduced 24-hour live telephone support in 1999.
Wille retired as CEO and chairman in May 2000. Snyder served as interim CEO until September of that year, when Hadley was named the new CEO and chairman.
2000–2009
In the early 2000s, new products included a portfolio returns product, SPAR (Style, Performance and Risk), that allowed portfolio managers to analyze the risks and performance of their own funds as well as compare them with peer funds; the Data Central application, which allowed subscribers to create and save their own time-series databases; and Marquee, which combined real-time news and stock quotes with security-level analysis. In 2004, the company's sell-side platform, IBCentral, was released.
Also in 2004, the company relocated headquarters and consolidated its three Connecticut offices to Norwalk, Connecticut. Sales topped the $200 million mark for the first time in 2002 and $500 million in 2008.
In 2008, FactSet acquired a copy of the Thomson Reuters WorldScope database, which it develops and markets as FactSet Fundamentals.
2009–2015
In 2009, FactSet combined its DIRECTIONS, Marquee, and IBCentral platforms into one product, called FactSet. The platform combined the features of the previous platforms with new shared online workspaces and faster analytics. Also in 2009, FactSet integrated Data Explorers short selling data on the Factset Research Systems analytics platform.
In January 2010, FactSet and FirstRain announced a partnership that would allow FactSet clients to access FirstRain's web research engine that finds, filters, and analyzes unstructured business data available online.
In June 2008, FactSet completed the acquisition of the Thomson Fundamentals database.
In June 2010, FactSet acquired Market Metrics, a market research firm situated in the United States that is solely focused on surveys conducted on advisor and insurance products.
Highlights of 2011 included the addition of a package for colleges and universities in January, the integration of Proquote trading functionality in April, and the addition of Trucost environmental research data in August.
In June 2012, FactSet acquired StreetAccount, which provides real-time company updates, portfolio and sector filtering, email alerts, and market summaries for investment professionals.
In 2013, FactSet acquired Revere Data, a provider of a line-of-business industry taxonomy, now branded FactSet Revere.
2015–present
On February 9, 2015, FactSet acquired Code Red Inc, a provider of Research Management technology to the financial community.
On October 16, 2015, FactSet completed its acquisition of Portware, LLC, a multi-asset execution management system (EMS) provider.
In December 2016, FactSet acquired Vermilion Software, a client reporting software provider, and CYMBA Technologies, an order management system (OMS) provider.
On March 20, 2017, FactSet acquired BISAM, a performance and risk provider, strengthening its coverage of critical workflows throughout the portfolio lifecycle.
On April 3, 2017, FactSet strengthened its offering to the Wealth Management industry by completing its acquisition of Interactive Data Managed Solutions.
In 2018, FactSet extended its presence in Asia with a new office in Shanghai, celebrated 20 years in Australia and 40 years as a company, and declared strong revenue and EPS growth: "We are proud to have reached many milestones in fiscal 2018. We celebrated 40 years as a company with 38 years of consecutive revenue growth and 22 years of consecutive adjusted EPS growth. This quarter we had the highest reported quarterly ASV in our history. We enter fiscal 2019 with strong momentum and an expanding suite of innovative workflow solutions to drive our growth plans," Phil Snow, FactSet CEO.
In 2018 FactSet also announced the launch of the Open:FactSet Marketplace, an online platform that offers both financial and alternative data from providers including Alexandria, Estimize, Genscape, and RepRisk.
A key milestone for FactSet in 2018 was the selection to be the primary market data provider for Merrill Lynch Wealth Management (multi-year, enterprise level agreement including datafeeds). FactSet deployed its Market Data solution to more than 15,000 wealth management professionals across Merrill Lynch to provide complete multi-asset class content, analytics and global market data.
In 2020, FactSet acquired Truvalue Labs, a pioneer in AI-driven environmental, social, and governance (ESG) data. Truvalue Labs applies AI-driven technology to over 100,000 unstructured text sources in 13 languages, including news, trade journals, and nongovernmental organizations and industry reports, to provide daily signals that identify positive and negative ESG behavior. Its coverage spans over 20,000 public and private companies and generates short-term, long-term, and momentum scores derived from hundreds of signals. These signals are mapped against the Sustainability Accounting Standards Board (SASB) standards and United Nations Sustainable Development Goals (SDGs), allowing investors to evaluate ESG risk factors and real-world actions and impacts for quantitative analysis and back-testing. The company also works with its well-established Academic Research Network, which helps academic researchers use its data to study ESG trends and market-related behavior.
In October 2021, FactSet acquired Cobalt Software, a Boston-based provider of portfolio monitoring solutions.
On December 20, 2021, FactSet joined the S&P 500.
On December 27, 2021, FactSet announced its plans to acquire CUSIP Global Services, the exclusive provider of CUSIP and CINS identifiers globally and the official numbering agency for ISIN identifiers in the United States, from S&P Global for $1.925 billion in cash.
In February 2025, FactSet acquired LiquidityBook, a provider of cloud-based portfolio, order, and execution management systems, for $246.5 million.
In December 2025, FactSet announced a strategic partnership with Arcesium to deliver a unified investment-management offering that integrates front-, middle-, and back-office workflows across public, private, and alternative asset classes.
Products and services
Products
FactSet provides data and analytical applications to global buy and sell-side professionals, including portfolio managers, market research and performance analysts, risk managers, sell-side equity researchers, investment bankers, and fixed income professionals. FactSet's Workstation includes real-time news and quotes, company and portfolio analysis, multi-company comparisons, industry analysis, company screening, portfolio optimization and simulation, predictive risk measurements, alpha testing and tools to value and analyze fixed-income securities and portfolios.
In November 2020, FactSet furnished over 400 affinity databases and sought to restructure its foundation with inside the cloud to Amazon Web Services (AWS).
FactSet Mercury
Large language-model based knowledge agent for digital workflows and fact-based decision making.
Intelligent Platform Initiative
Connects FactSet Mercury to FactSet AI-powered solutions.
Pitch Creator
GenAI-powered solution for pitchbook creation for investment banks.
LiquidityBook Acquisition
Acquired in February 2025. LiquidityBook has cloud-based trading solutions for hedge funds, asset and wealth management, outsourced trading and sell-side middle office clients.
TableTop Data (“LogoIntern”) Acquisition
Acquired in March 2025. TableTop Data, Inc. (“LogoIntern”) is a workflow tool for junior bankers to add, organize and format logos into pitch decks.
Investor concerns
The company receives data from providers such as Barra, Dow Jones, Russell, and Lipper.
Since contractual relationships with third-party vendors can be terminated with one year's notice, the company tries to maintain relationships with at least two vendors for each type of data. Since 2000, FactSet has made close to 15 acquisitions, seven of which have been content providers.
Management
Sanoke Viswanathan, Chief Executive Officer
Josh Warren, Chief Financial Officer
Di Hirji, Chief People and Workforce Transformation Officer
Goran Skoko, Chief Revenue Officer
Kate Stepp, Chief AI Officer
Kevin Toomey, Head of Investor Relations
Bob Stolte, Chief Technology Officer
Christopher McLoughlin, Chief Legal Officer
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
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?
| Métrica | Tendência de 5 anos | FDS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 17.9média 5A ≈33.9 | ≈33.9 | 23.5 | Subvalorizado | |
| P/S (TTM) | 4.0média 5A ≈7.8 | ≈7.8 | 4.8 | Subvalorizado | |
| P/B (MRQ) | 4.8média 5A ≈10.3 | ≈10.3 | 3.5 | Sobreavaliado | |
| EV / EBITDA (TTM) | 12.1média 5A ≈23.3 | ≈23.3 | 21.8 | Subvalorizado | |
| Preço / FCF (TTM) | 13.7média 5A ≈28.0 | ≈28.0 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 11.7média 5A ≈24.9 | ≈24.9 | 22.2 | Valor justo | |
| EV / Receita (TTM) | 4.4média 5A ≈8.1 | ≈8.1 | · | · | |
| EV / FCF (TTM) | 15.3média 5A ≈29.8 | ≈29.8 | · | · | |
| Preço / Valor Patrimonial Tangível (MRQ) | 59.4 | · | · | · | |
| PEG Ratio | ≈1.8 | · | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | FDS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Operacional (TTM) | 29.6%média 5A ≈30.0% | ≈30.0% | 27.4% | Em linha | |
| Margem EBITDA (TTM) | 36.8%média 5A ≈35.2% | ≈35.2% | 33.2% | Em linha | |
| Margem de Impostos Pré-Tributação (TTM) | 28.5%média 5A ≈28.4% | ≈28.4% | 25.3% | Em linha | |
| Margem de Lucro Líquido (TTM) | 23.2%média 5A ≈23.8% | ≈23.8% | 20.2% | Em linha | |
| ROA (TTM) | 13.3%média 5A ≈14.1% | ≈14.1% | 8.9% | Primeira linha | |
| ROE (TTM) | 27.0%média 5A ≈30.9% | ≈30.9% | 13.6% | Primeira linha | |
| ROIC | 17.4%média 5A ≈20.7% | ≈20.7% | 14.2% | Primeira linha |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | FDS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido (MRQ) | 0.7média 5A ≈1.0 | ≈1.0 | 0.5 | Dívida alta | |
| Índice de liquidez corrente (MRQ) | 0.7média 5A ≈1.8 | ≈1.8 | 1.0 | Baixa liquidez | |
| Índice de Liquidez Seca (MRQ) | 0.6média 5A ≈1.6 | ≈1.6 | 0.7 | Abaixo da média | |
| Dívida de Longo Prazo / Patrimônio Líquido (MRQ) | 0.4média 5A ≈0.9 | ≈0.9 | 0.4 | Em linha |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | FDS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 5.4%média 5A ≈9.3% | ≈9.3% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 8.0%média 5A ≈10.4% | ≈10.4% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 9.2% | · | · | · | |
| EPS YoY | 11.8%média 5A ≈10.2% | ≈10.2% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | 11.2%média 5A ≈10.1% | ≈10.1% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | 14.9%média 5A ≈11.0% | ≈11.0% | · | · | |
| EPS CAGR 5Y (CAGR de LPA 5A) | 10.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | 14.6%média 5A ≈10.9% | ≈10.9% | · | · | |
| Net Income CAGR 5Y (CAGR de Lucro Líquido 5A) | 9.9% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | FDS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.6média 5A ≈0.6 | ≈0.6 | 0.5 | Em linha | |
| Receivables Turnover (Giro de Contas a Receber) | 9.3média 5A ≈9.8 | ≈9.8 | 8.4 | Em linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$182.9K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor | Moeda | Rendimento |
|---|---|---|---|
| Ago 31, 2026 | $1,16 | USD | ≈1.4% |
| Mai 29, 2026 | $1,16 | USD | ≈1.8% |
| Fev 27, 2026 | $1,10 | USD | ≈2.0% |
| Nov 28, 2025 | $1,10 | USD | ≈1.6% |
| Ago 29, 2025 | $1,10 | USD | ≈1.1% |
| Mai 30, 2025 | $1,10 | USD | ≈0.92% |
| Fev 28, 2025 | $1,04 | USD | ≈0.90% |
| Nov 29, 2024 | $1,04 | USD | ≈0.84% |
| Ago 30, 2024 | $1,04 | USD | ≈0.96% |
| Mai 31, 2024 | $1,04 | USD | ≈0.98% |
| Fev 28, 2024 | $0,98 | USD | ≈0.84% |
| Nov 29, 2023 | $0,98 | USD | ≈0.84% |
| Ago 30, 2023 | $0,98 | USD | ≈0.86% |
| Mai 30, 2023 | $0,98 | USD | ≈0.94% |
| Fev 27, 2023 | $0,89 | USD | ≈0.85% |
| Nov 29, 2022 | $0,89 | USD | ≈0.78% |
| Ago 30, 2022 | $0,89 | USD | ≈0.78% |
| Mai 27, 2022 | $0,89 | USD | ≈0.86% |
| Fev 25, 2022 | $0,82 | USD | ≈0.81% |
| Nov 29, 2021 | $0,82 | USD | ≈0.69% |
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 31 de Dezembro de 2026 | $4.52 | $4.38 | 3.2% | |
| 30 de Setembro de 2026 | Set 30, 2026 | $4.52 | $4.38 | 3.2% |
| 30 de Junho de 2026 | $4.53 | $4.50 | 0.64% | |
| 31 de Março de 2026 | $4.46 | $4.42 | 0.92% | |
| 31 de Dezembro de 2025 | $4.51 | $4.41 | 2.2% | |
| 30 de Setembro de 2025 | $4.05 | $4.17 | -2.9% | |
| 30 de Junho de 2025 | $4.27 | $4.34 | -1.6% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.32B | $2.20B | $2.09B | $1.84B | $1.59B | $1.49B | $1.44B | $1.35B | $1.22B | $1.13B | $1.01B | $920M | |
| Cost of Revenue | $1.10B | $1.01B | $973M | $871M | $786M | $695M | $663M | $659M | $567M | $487M | $405M | $354M | |
| R&D Expense | $301M | $265M | $267M | $255M | $250M | $224M | $215M | $217M | $215M | · | · | · | |
| SG&A Expense | $476M | $490M | $483M | $433M | $331M | $343M | $334M | $325M | $302M | $290M | $270M | $264M | |
| Operating Expenses | $1.57B | $1.50B | $1.46B | $1.37B | $1.12B | $1.05B | $997M | $984M | $869M | $777M | $675M | $618M | |
| Operating Income | $748M | $701M | $629M | $475M | $474M | $440M | $438M | $366M | $352M | $350M | $332M | $302M | |
| Interest Income | $7M | $14M | $13M | $6M | $2M | · | · | · | · | · | · | · | |
| Other Non-op | $22M | $2M | $8M | $-2M | $-30.0K | $-3M | $-16M | $-14M | $-8M | $111M | $2M | $1M | |
| Pretax Income | $721M | $652M | $584M | $444M | $468M | $427M | $422M | $352M | $344M | $461M | $334M | $303M | |
| Income Tax | $124M | $114M | $116M | $47M | $68M | $54M | $69M | $85M | $86M | $122M | $93M | $92M | |
| Net Income | $597M | $537M | $468M | $397M | $400M | $373M | $353M | $267M | $258M | $339M | $241M | $212M | |
| EPS (Basic) | $15.74 | $14.11 | $12.26 | $10.48 | $10.56 | $9.83 | $9.25 | $6.90 | $6.55 | $8.29 | $5.80 | $4.98 | |
| EPS (Diluted) | $15.55 | $13.91 | $12.04 | $10.25 | $10.36 | $9.65 | $9.08 | $6.78 | $6.51 | $8.19 | $5.71 | $4.92 | |
| Shares (Basic) | 37,924,000 | 38,059,000 | 38,194,000 | 37,864,000 | 37,856,000 | 37,936,000 | 38,144,000 | 38,733,000 | 39,444,000 | 40,880,000 | 41,572,000 | 42,436,000 | |
| Shares (Diluted) | 38,385,000 | 38,618,000 | 38,898,000 | 38,736,000 | 38,570,000 | 38,646,000 | 38,873,000 | 39,377,000 | 39,642,000 | 41,365,000 | 42,235,000 | 42,970,000 | |
| EBITDA | $906M | $826M | $735M | $562M | $539M | $497M | $498M | $423M | $400M | $388M | $363M | $337M |
Balanço Patrimonial
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $338M | $423M | $425M | $503M | $682M | $586M | $360M | $209M | $195M | $228M | $159M | $116M | |
| Short-term Investments | $17M | $70M | $32M | $33M | $36M | $20M | $26M | $29M | $32M | $24M | $23M | $20M | |
| Receivables | $271M | $228M | $238M | $204M | $151M | $155M | $146M | $157M | $148M | $98M | $95M | $90M | |
| Prepaid Expense | $70M | $60M | $51M | $91M | $51M | $44M | $37M | $30M | $24M | $16M | $20M | $15M | |
| Current Assets | $730M | $836M | $770M | $870M | $934M | $842M | $584M | $431M | $409M | $369M | $304M | $250M | |
| PP&E (Net) | $85M | $83M | $86M | $81M | $131M | $133M | $119M | $101M | $100M | $85M | $59M | $58M | |
| PP&E (Gross) | $230M | $209M | $200M | $347M | $392M | $367M | $334M | $346M | $294M | $253M | $213M | $202M | |
| Accum. Depreciation | $145M | $127M | $114M | $266M | $261M | $234M | $215M | $245M | $194M | $169M | $154M | $144M | |
| Goodwill | $1.28B | $1.01B | $1.00B | $966M | $754M | $710M | $686M | $702M | $708M | $453M | $308M | $286M | |
| Intangibles | $1.92B | $1.84B | $1.86B | $1.90B | $135M | $121M | $124M | $149M | $174M | $93M | $40M | $42M | |
| Other Non-current Assets | $105M | $90M | $74M | $39M | $29M | $29M | $39M | $28M | $15M | $6M | $4M | $6M | |
| Total Assets | $4.30B | $4.06B | $3.96B | $4.01B | $2.22B | $2.08B | $1.56B | $1.42B | $1.41B | $1.02B | $737M | $663M | |
| Accounts Payable | $135M | $178M | $122M | $108M | $86M | $82M | $80M | $72M | $59M | $46M | $34M | $27M | |
| Current Liabilities | $521M | $667M | $484M | $438M | $316M | $276M | $219M | $221M | $201M | $158M | $140M | $127M | |
| Capital Leases | $157M | $178M | $198M | $209M | $260M | $272M | $0 | · | · | · | · | · | |
| Deferred Tax | $15M | $8M | $7M | $9M | $15M | $20M | $16M | $21M | $25M | $2M | $2M | $3M | |
| Other Non-current Liabilities | $11M | $7M | $7M | $3M | $5M | $7M | $42M | $39M | $37M | $33M | $22M | $16M | |
| Total Liabilities | $2.12B | $2.14B | $2.34B | $2.68B | $1.21B | $1.19B | $888M | $894M | $854M | $502M | $205M | $152M | |
| Long-term Debt | $1.37B | $1.37B | $1.61B | $1.98B | $575M | $574M | $574M | $575M | $575M | $300M | $35M | $0 | |
| Total Debt | $1.37B | $1.37B | $1.61B | $1.98B | · | · | · | · | · | · | · | · | |
| Common Stock | $430.0K | $426.0K | $421.0K | $417.0K | $412.0K | $408.0K | $401.0K | $393.0K | $518.0K | $512.0K | $503.0K | $491.0K | |
| Paid-in Capital | $1.62B | $1.48B | $1.32B | $1.19B | $1.05B | $939M | $807M | $668M | $742M | $623M | $542M | $414M | |
| Retained Earnings | $2.32B | $1.89B | $1.51B | $1.18B | $913M | $633M | $373M | $123M | $1.46B | $1.28B | $1.02B | $850M | |
| Treasury Stock | $1.70B | $1.38B | $1.12B | $931M | $906M | $637M | $434M | $213M | $1.61B | $1.32B | $989M | $735M | |
| AOCI | $-64M | $-80M | $-87M | $-108M | $-39M | $-39M | $-75M | $-51M | $-35M | $-69M | $-44M | $-18M | |
| Stockholders' Equity | $2.19B | $1.91B | $1.62B | $1.33B | $1.02B | $896M | $672M | $526M | $560M | $517M | $532M | $511M | |
| Liabilities + Equity | $4.30B | $4.06B | $3.96B | $4.01B | $2.22B | $2.08B | $1.56B | $1.42B | $1.41B | $1.02B | $737M | $663M | |
| Shares Outstanding | 37,645,870 | 42,598,915 | 42,096,628 | 41,653,218 | 41,163,192 | 40,767,708 | 38,118,000 | 38,193,000 | 39,023,000 | 40,038,000 | 41,317,000 | 41,793,000 |
Fluxo de Caixa
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $158M | $125M | $105M | $87M | $64M | $58M | $60M | $57M | $48M | $38M | $31M | $34M | |
| Stock-based Comp | $61M | $64M | $62M | $56M | $45M | $37M | $32M | $32M | $34M | $30M | $26M | $23M | |
| Deferred Tax | $-4M | $-32M | $-31M | $-9M | $-5M | $11M | $-2M | $-2M | $5M | $5M | $-969.0K | $231.0K | |
| Amort. of Intangibles | $134M | $105M | $87M | $62M | $32M | $25M | $25M | $25M | $20M | $15M | $8M | $8M | |
| Restructuring | · | · | · | · | · | · | · | $17M | · | · | · | · | |
| Other Non-cash | $-86M | $7M | $41M | $7M | $51M | $30M | $-16M | $32M | $-25M | $-80M | $9M | $-4M | |
| Operating Cash Flow | $726M | $700M | $646M | $538M | $555M | $506M | $427M | $386M | $321M | $331M | $306M | $265M | |
| CapEx | $109M | $86M | $61M | $51M | $61M | $78M | $59M | $34M | $37M | $48M | $26M | $18M | |
| Investing Cash Flow | $-393M | $-144M | $-95M | $-2.03B | $-136M | $-74M | $-56M | $-49M | $-347M | $-158M | $-65M | $-71M | |
| Debt Issued | $803M | $0 | $0 | $2.24B | $0 | $0 | $575M | $0 | $640M | $265M | $35M | · | |
| Net Debt Issued | $-2M | $-250M | $-375M | $1.41B | $0 | $0 | $0 | · | $275M | $265M | $35M | · | |
| Stock Repurchased | $300M | $235M | $177M | $19M | $265M | $200M | $220M | $304M | $261M | $357M | $256M | $280M | |
| Net Stock Activity | $-300M | $-235M | $-177M | $-19M | $-265M | $-200M | $-220M | $-304M | $-261M | $-357M | $-256M | $-280M | |
| Dividends Paid | $160M | $151M | $139M | $126M | $118M | $110M | $100M | $89M | $81M | $74M | $67M | $61M | |
| Financing Cash Flow | $-408M | $-561M | $-632M | $1.34B | $-323M | $-218M | $-214M | $-320M | $-8M | $-91M | $-187M | $-277M | |
| Net Change in Cash | $-71M | $-2M | $-78M | $-179M | $96M | $226M | $151M | $14M | $-34M | $69M | $43M | $-80M | |
| Taxes Paid | $103M | $157M | $91M | $76M | $47M | $69M | $90M | $69M | $75M | $88M | $65M | $67M | |
| Free Cash Flow | $617M | $615M | $585M | $487M | $494M | $428M | $368M | $352M | $284M | $283M | $281M | $247M |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 32.2% | 31.8% | 30.2% | 25.8% | 29.8% | 29.4% | 30.5% | 27.1% | 28.8% | 31.0% | 33.0% | 32.8% | |
| Net Margin | 25.7% | 24.4% | 22.4% | 21.5% | 25.1% | 25.0% | 24.6% | 19.8% | 21.1% | 30.1% | 23.9% | 23.0% | |
| Pretax Margin | 31.1% | 29.6% | 28.0% | 24.1% | 29.4% | 28.6% | 29.4% | 26.1% | 28.2% | 40.9% | 33.1% | 33.0% | |
| EBITDA Margin | 39.0% | 37.5% | 35.2% | 30.5% | 33.8% | 33.3% | 34.7% | 31.4% | 32.8% | 34.4% | 36.1% | 36.6% | |
| ROA | 14.3% | 13.4% | 11.7% | 12.7% | 18.6% | 20.5% | 24.1% | 18.9% | 18.6% | 32.9% | 32.9% | 32.0% | |
| ROE | 28.1% | 28.2% | 28.5% | 30.5% | 39.0% | 44.1% | 53.2% | 50.3% | 48.0% | 64.6% | 46.2% | 40.2% | |
| ROIC | 17.4% | 17.6% | 15.6% | 12.8% | 39.9% | 42.8% | 54.5% | 52.9% | 47.2% | 49.7% | 45.1% | 41.2% |
Liquidez e Solvência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.3 | 1.6 | 2.0 | 3.0 | 3.0 | 2.7 | 1.9 | 2.0 | 2.3 | 2.2 | 2.0 | |
| Quick Ratio | 1.2 | 1.1 | 1.4 | 1.7 | 2.8 | 2.8 | 2.4 | 1.8 | 1.9 | 2.2 | 2.0 | 1.8 | |
| Debt / Equity | 0.6 | 0.7 | 1.0 | 1.5 | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.6 | 0.6 | 1.0 | 1.5 | · | · | · | · | · | · | · | · |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.6 | 0.7 | 0.8 | 1.0 | 1.0 | 0.9 | 1.1 | 1.4 | 1.4 | |
| Receivables Turnover | 9.3 | 9.5 | 9.4 | 10.4 | 10.4 | 9.9 | 9.5 | 8.9 | 9.9 | 11.7 | 10.9 | 11.2 |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $58.08 | $50.39 | $42.60 | $35.00 | $27.02 | $23.57 | $17.64 | $13.77 | $14.34 | $12.92 | $12.87 | $12.23 | |
| Revenue / Share | $60.49 | $57.05 | $53.61 | $47.60 | $41.26 | $38.66 | $36.92 | $34.29 | $30.81 | $27.25 | $23.84 | $21.42 | |
| Cash Flow / Share | $18.92 | $18.14 | $16.60 | $13.90 | $14.40 | $13.09 | $10.99 | $9.79 | $8.09 | $8.01 | $7.26 | $6.17 | |
| Cash / Share | $8.97 | $11.14 | $11.19 | $13.23 | $18.13 | $15.40 | $9.44 | $5.46 | $4.99 | $5.70 | $3.85 | $2.78 | |
| EPS (TTM) | $15.55 | $13.91 | $12.04 | $10.25 | $10.36 | $9.65 | $9.08 | $6.78 | $6.51 | $8.19 | $5.71 | $4.92 |
Taxas de Crescimento
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.4% | 5.6% | 13.1% | 15.9% | 6.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.0% | 11.5% | 11.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 11.8% | 15.5% | 17.5% | -1.1% | 7.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 14.9% | 10.3% | 7.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 10.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 11.2% | 14.7% | 17.9% | -0.67% | 7.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 14.6% | 10.4% | 7.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 7.7% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.32B | $2.20B | $2.09B | $1.84B | $1.59B | $1.49B | $1.44B | $1.35B | $1.22B | $1.13B | $1.01B | $920M | |
| Net Income TTM | $597M | $537M | $468M | $397M | $400M | $373M | $353M | $267M | $258M | $339M | $241M | $212M | |
| Market Cap | $14.05B | $16.05B | $16.59B | $16.49B | $14.30B | $13.33B | $10.37B | $8.76B | $6.13B | $7.13B | $6.52B | $5.32B | |
| Enterprise Value | $15.07B | $16.92B | $17.75B | $17.93B | · | · | · | · | · | · | · | · | |
| P/E | 24.0 | 30.4 | 36.2 | 42.3 | 36.7 | 36.3 | 30.0 | 33.8 | 24.1 | 21.7 | 27.7 | 25.9 | |
| P/S | 6.1 | 7.3 | 8.0 | 8.9 | 9.0 | 8.9 | 7.2 | 6.5 | 5.0 | 6.3 | 6.5 | 5.8 | |
| P/B | 6.4 | 8.4 | 10.2 | 12.4 | 14.1 | 14.9 | 15.4 | 16.7 | 11.0 | 13.8 | 12.3 | 10.4 | |
| P / Tangible Book | · | · | · | · | 112.5 | 203.2 | · | · | · | · | · | · | |
| P / Cash Flow | 19.4 | 22.9 | 25.7 | 30.6 | 25.8 | 26.3 | 24.3 | 22.7 | 19.1 | 21.5 | 21.3 | 20.1 | |
| P / FCF | 22.8 | 26.1 | 28.4 | 33.8 | 29.0 | 31.1 | 28.2 | 24.9 | 21.6 | 25.2 | 23.2 | 21.5 | |
| EV / EBITDA | 16.6 | 20.5 | 24.2 | 31.9 | · | · | · | · | · | · | · | · | |
| EV / FCF | 24.4 | 27.5 | 30.4 | 36.8 | · | · | · | · | · | · | · | · | |
| EV / Revenue | 6.5 | 7.7 | 8.5 | 9.7 | · | · | · | · | · | · | · | · | |
| Dividend Yield | 1.1% | 0.94% | 0.84% | 0.76% | 0.82% | 0.83% | 0.96% | 1.0% | 1.3% | 1.0% | 1.0% | 1.1% | |
| Earnings Yield | 4.2% | 3.3% | 2.8% | 2.4% | 2.7% | 2.8% | 3.3% | 3.0% | 4.1% | 4.6% | 3.6% | 3.9% | |
| Payout Ratio | 26.8% | 28.1% | 29.6% | 31.7% | 29.5% | 29.6% | 28.4% | 33.5% | 31.3% | 21.9% | 27.6% | 28.8% | |
| Annual Payout | $160M | $151M | $139M | $126M | $118M | $110M | $100M | $89M | $81M | $74M | $67M | $61M |
Demonstração de Resultados
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $623M | $611M | $608M | $597M | $586M | $571M | $569M | $562M | $553M | $546M | $542M | $536M | $530M | $515M | $505M | $499M | |
| Cost of Revenue | $312M | $297M | $288M | $289M | $281M | $270M | $259M | $258M | $247M | $255M | $252M | $264M | $242M | $241M | $227M | $242M | |
| SG&A Expense | $144M | $129M | $128M | $131M | $111M | $116M | $119M | $176M | $103M | $109M | $102M | $157M | $116M | $105M | $106M | $124M | |
| Operating Expenses | $457M | $426M | $416M | $420M | $391M | $385M | $377M | $434M | $350M | $364M | $353M | $420M | $358M | $346M | $333M | $367M | |
| Operating Income | $166M | $185M | $192M | $177M | $194M | $185M | $191M | $128M | $202M | $182M | $189M | $116M | $172M | $169M | $172M | $132M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $17M | $17M | · | $16M | $17M | $17M | · | |
| Interest Income | $642.0K | $891.0K | $1M | $2M | $2M | $273.0K | $3M | $4M | $5M | $3M | $3M | $5M | $3M | $3M | $2M | $1M | |
| Other Non-op | $1M | $-12M | $10M | $22M | $-594.0K | $471.0K | $103.0K | $799.0K | $399.0K | $455.0K | $-118.0K | $3M | $3M | $1M | $322.0K | $-1M | |
| Pretax Income | $154M | $161M | $190M | $189M | $180M | $172M | $180M | $117M | $191M | $169M | $175M | $107M | $162M | $157M | $158M | $116M | |
| Income Tax | $27M | $28M | $38M | $35M | $31M | $27M | $30M | $28M | $32M | $28M | $27M | $42M | $27M | $25M | $21M | $12M | |
| Net Income | $127M | $133M | $153M | $154M | $149M | $145M | $150M | $89M | $158M | $141M | $149M | $65M | $135M | $132M | $137M | $104M | |
| EPS (Basic) | $3.51 | $3.60 | $4.08 | $4.06 | $3.92 | $3.81 | $3.95 | $2.35 | $4.15 | $3.70 | $3.91 | $1.71 | $3.52 | $3.44 | $3.59 | $2.74 | |
| EPS (Diluted) | $3.50 | $3.59 | $4.06 | $4.03 | $3.87 | $3.76 | $3.89 | $2.33 | $4.09 | $3.65 | $3.84 | $1.68 | $3.46 | $3.38 | $3.52 | $2.69 | |
| Shares (Basic) | 36,122,000 | 36,927,000 | 37,409,000 | · | 37,907,000 | 38,015,000 | 38,005,000 | · | 38,089,000 | 38,103,000 | 38,016,000 | · | 38,278,000 | 38,281,000 | 38,122,000 | · | |
| Shares (Diluted) | 36,191,000 | 37,063,000 | 37,615,000 | · | 38,344,000 | 38,510,000 | 38,517,000 | · | 38,640,000 | 38,650,000 | 38,643,000 | · | 38,912,000 | 38,981,000 | 38,914,000 | · | |
| EBITDA | $212M | $229M | $236M | · | $194M | $185M | $227M | · | $202M | $182M | $216M | · | $172M | $169M | $198M | · |
Balanço Patrimonial
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $288M | $268M | $275M | $338M | $356M | $279M | $289M | $423M | $453M | $382M | $412M | $425M | $487M | $445M | $437M | · | |
| Short-term Investments | $16M | $17M | $17M | $17M | $8M | $8M | $70M | $70M | $69M | $69M | $32M | · | $32M | $32M | $33M | · | |
| Receivables | $290M | $320M | $289M | $271M | $272M | $278M | $253M | $228M | $240M | $272M | $245M | · | $238M | $257M | $227M | · | |
| Prepaid Expense | · | $90M | $101M | $70M | $64M | $67M | $61M | $60M | $52M | $58M | $51M | · | $66M | $82M | $100M | · | |
| Current Assets | $728M | $724M | $709M | $730M | $760M | $708M | $751M | $836M | $858M | $823M | $766M | · | $844M | $859M | $829M | · | |
| PP&E (Net) | $82M | $84M | $85M | $85M | $80M | $80M | $82M | $83M | $81M | $81M | $83M | · | $82M | $82M | $79M | · | |
| PP&E (Gross) | · | · | · | $230M | · | · | · | $209M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $145M | · | · | · | $127M | · | · | · | · | · | · | · | · | |
| Goodwill | $1.28B | $1.29B | $1.28B | $1.28B | $1.28B | $1.25B | $1.09B | $1.01B | $1.00B | $1.00B | $1.01B | $1.00B | $982M | $977M | $975M | $966M | |
| Intangibles | $1.87B | $1.88B | $1.90B | $1.92B | $1.93B | $1.94B | $1.87B | $1.84B | $1.85B | $1.86B | $1.85B | · | $1.86B | $1.87B | $1.88B | · | |
| Other Non-current Assets | $69M | $57M | $63M | $105M | $104M | $102M | $96M | $90M | $70M | $64M | $87M | · | $61M | $58M | $53M | · | |
| Total Assets | $4.19B | $4.22B | $4.22B | $4.30B | $4.34B | $4.24B | $4.05B | $4.06B | $4.04B | $3.99B | $3.95B | $3.96B | $4.00B | $4.00B | $3.98B | · | |
| Accounts Payable | $164M | $149M | $149M | $135M | $144M | $131M | $151M | $178M | $138M | $128M | $150M | · | $110M | $120M | $123M | · | |
| Current Liabilities | $1.06B | $506M | $459M | $521M | $519M | $482M | $538M | $667M | $672M | $460M | $456M | · | $401M | $411M | $384M | · | |
| Capital Leases | $147M | $151M | $159M | $157M | $157M | $158M | $161M | $178M | $184M | $186M | $193M | · | $201M | $197M | $202M | · | |
| Deferred Tax | $13M | $15M | $15M | $15M | $17M | $15M | $15M | $8M | $8M | $8M | $9M | · | $6M | $7M | $11M | · | |
| Other Non-current Liabilities | $3M | $9M | $7M | $11M | $12M | $11M | $3M | $7M | $7M | $7M | $7M | · | $3M | $3M | $3M | · | |
| Total Liabilities | $2.16B | $2.09B | $2.05B | $2.12B | $2.18B | $2.18B | $2.06B | $2.14B | $2.15B | $2.19B | $2.25B | · | $2.33B | $2.39B | $2.50B | · | |
| Long-term Debt | $1.39B | $1.37B | $1.37B | $1.37B | $1.43B | $1.47B | $1.36B | $1.37B | $1.43B | $1.49B | $1.55B | · | $1.67B | $1.74B | $1.86B | · | |
| Total Debt | $1.39B | $1.37B | $1.37B | · | $1.43B | $1.47B | $1.36B | · | $1.43B | $1.49B | $1.55B | · | $1.67B | $1.74B | $1.86B | · | |
| Common Stock | $432.0K | $432.0K | $431.0K | $430.0K | $430.0K | $429.0K | $428.0K | $426.0K | $426.0K | $425.0K | $423.0K | · | $420.0K | $420.0K | $418.0K | · | |
| Paid-in Capital | $1.71B | $1.68B | $1.65B | $1.62B | $1.60B | $1.57B | $1.53B | $1.48B | $1.45B | $1.42B | $1.37B | · | $1.29B | $1.26B | $1.23B | · | |
| Retained Earnings | $2.61B | $2.53B | $2.44B | $2.32B | $2.21B | $2.10B | $2.00B | $1.89B | $1.84B | $1.72B | $1.62B | · | $1.48B | $1.38B | $1.28B | · | |
| Treasury Stock | $2.21B | $2.01B | $1.84B | $1.70B | $1.59B | $1.50B | $1.44B | $1.38B | $1.31B | $1.25B | $1.20B | · | $1.01B | $942M | $942M | · | |
| AOCI | $-79M | $-70M | $-74M | $-64M | $-69M | $-113M | $-100M | $-80M | $-93M | $-91M | $-87M | · | $-89M | $-92M | $-93M | · | |
| Stockholders' Equity | $2.03B | $2.13B | $2.17B | $2.19B | $2.16B | $2.06B | $1.99B | $1.91B | $1.89B | $1.80B | $1.70B | $1.62B | $1.67B | $1.61B | $1.47B | $1.33B | |
| Liabilities + Equity | $4.19B | $4.22B | $4.22B | $4.30B | $4.34B | $4.24B | $4.05B | $4.06B | $4.04B | $3.99B | $3.95B | · | $4.00B | $4.00B | $3.98B | · | |
| Shares Outstanding | 35,777,453 | 36,640,727 | 37,243,824 | 37,645,870 | 37,858,606 | 37,991,384 | 38,049,811 | 37,952,270 | 38,066,195 | 38,123,087 | 38,059,740 | 42,096,628 | 38,205,735 | 38,313,708 | 38,214,108 | 41,653,218 |
Fluxo de Caixa
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $46M | $44M | $44M | $43M | $41M | $38M | $36M | $34M | $33M | $32M | $27M | $27M | $26M | $26M | $26M | $27M | |
| Stock-based Comp | $22M | $21M | $18M | $14M | $17M | $17M | $14M | $17M | $16M | $17M | $14M | $18M | $17M | $15M | $12M | $15M | |
| Deferred Tax | $18M | $-658.0K | $3M | $-7M | $-6M | $-13M | $22M | $-25M | $-13M | $-1M | $7M | $-18M | $-6M | $-6M | $-745.0K | $-3M | |
| Amort. of Intangibles | $40M | $37M | $38M | $36M | $35M | $33M | $30M | $29M | $27M | $27M | $22M | $22M | $22M | $22M | $22M | $22M | |
| Other Non-cash | · | · | $-97M | · | · | · | $-135M | · | · | · | $-41M | · | · | · | $-68M | · | |
| Operating Cash Flow | $285M | $212M | $121M | $212M | $254M | $174M | $86M | $163M | $238M | $144M | $155M | $156M | $219M | $165M | $107M | $151M | |
| CapEx | $30M | $26M | $31M | $34M | $25M | $24M | $26M | $26M | $21M | $22M | $16M | $-635.0K | $26M | $17M | $18M | $15M | |
| Investing Cash Flow | $-47M | $-26M | $4M | $-23M | $-31M | $-193M | $-145M | $-40M | $-21M | $-58M | $-25M | $-23M | $-26M | $-18M | $-28M | $-15M | |
| Debt Issued | $95M | $0 | $0 | $0 | $498M | $250M | $55M | $0 | $0 | $0 | $0 | $0 | · | · | · | $0 | |
| Net Debt Issued | · | · | $0 | · | · | · | $-8M | · | · | · | $-62M | · | · | · | $-125M | · | |
| Stock Repurchased | $203M | $163M | $140M | $107M | $81M | $64M | $49M | $63M | $60M | $52M | $60M | $110M | $67M | $0 | $0 | $0 | |
| Net Stock Activity | · | · | $-140M | · | · | · | $-49M | · | · | · | $-60M | · | · | · | $0 | · | |
| Dividends Paid | $40M | $41M | $41M | $42M | $40M | $40M | $39M | $39M | $37M | $37M | $37M | $37M | $34M | $34M | $34M | $34M | |
| Financing Cash Flow | $-217M | $-196M | $-191M | $-208M | $-154M | $25M | $-70M | $-158M | $-144M | $-115M | $-145M | $-195M | $-152M | $-139M | $-146M | $-149M | |
| Net Change in Cash | $17M | $-7M | $-67M | $-19M | $79M | $2M | $-134M | $-30M | $71M | $-30M | $-14M | $-61M | $41M | $8M | $-66M | $-24M | |
| Free Cash Flow | · | · | $90M | · | · | · | $60M | · | · | · | $139M | · | · | · | $89M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $124M | · | · | · | · | · |
Lucratividade
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 26.7% | 30.3% | 31.6% | · | 33.2% | 32.5% | 33.7% | · | 36.6% | 33.3% | 34.9% | · | 32.5% | 32.9% | 34.1% | · | |
| Net Margin | 20.3% | 21.8% | 25.1% | · | 25.4% | 25.4% | 26.4% | · | 28.6% | 25.8% | 27.4% | · | 25.4% | 25.6% | 27.1% | · | |
| Pretax Margin | 24.7% | 26.4% | 31.3% | · | 30.7% | 30.2% | 31.6% | · | 34.5% | 30.9% | 32.3% | · | 30.6% | 30.4% | 31.3% | · | |
| EBITDA Margin | 34.1% | 37.4% | 38.9% | · | 33.2% | 32.5% | 39.9% | · | 36.6% | 33.3% | 39.9% | · | 32.5% | 32.9% | 39.2% | · | |
| ROA | 3.0% | 3.1% | 3.7% | · | 3.5% | 3.5% | 3.8% | · | 3.9% | 3.5% | 3.8% | · | 3.3% | 4.1% | 4.4% | · | |
| ROE | 6.0% | 6.4% | 7.3% | · | 7.3% | 7.5% | 8.1% | · | 8.9% | 8.3% | 9.4% | · | 9.2% | 9.3% | 10.6% | · | |
| ROIC | 4.0% | 4.4% | 4.4% | · | 4.5% | 4.4% | 4.8% | · | 5.1% | 4.6% | 4.9% | · | 4.3% | 4.2% | 4.5% | · |
Liquidez e Solvência
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 1.4 | 1.5 | · | 1.5 | 1.5 | 1.4 | · | 1.3 | 1.8 | 1.7 | · | 2.1 | 2.1 | 2.2 | · | |
| Quick Ratio | 0.6 | 1.2 | 1.3 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.6 | 1.5 | · | 1.9 | 1.8 | 1.8 | · | |
| Debt / Equity | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 1.0 | 1.1 | 1.3 | · | |
| LT Debt / Equity | 0.4 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.8 | 0.9 | · | 1.0 | 1.1 | 1.3 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 11.0 | 11.3 | · | 10.5 | · | · | · |
Eficiência
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | |
| Receivables Turnover | 2.2 | 2.0 | 2.2 | · | 2.3 | 2.1 | 2.3 | · | 2.3 | 2.1 | 2.3 | · | 2.3 | 2.3 | 2.6 | · |
Por Ação
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $56.80 | $58.11 | $58.21 | · | $56.93 | $54.14 | $52.34 | · | $49.66 | $47.26 | $44.69 | · | $43.68 | $41.95 | $38.58 | · | |
| Revenue / Share | $17.21 | $16.49 | $16.15 | · | $15.27 | $14.82 | $14.76 | · | $14.30 | $14.13 | $14.03 | · | $13.62 | $13.21 | $12.97 | · | |
| Cash Flow / Share | · | · | $3.22 | · | · | · | $2.24 | · | · | · | $4.01 | · | · | · | $2.74 | · | |
| Cash / Share | $8.05 | $7.32 | $7.40 | · | $9.41 | $7.33 | $7.60 | · | $11.90 | $10.01 | $10.82 | · | $12.74 | $11.62 | $11.44 | · | |
| Dividend / Share | $1.16 | $1.10 | $1.10 | $1.10 | $1.10 | $1.04 | $1.04 | $1.04 | $1.04 | $0.98 | $0.98 | $0.98 | $0.98 | $0.89 | $0.89 | $0.89 | |
| EPS (TTM) | $15.18 | $15.55 | $15.72 | · | $13.85 | $14.07 | $13.96 | · | $13.26 | $12.63 | $12.36 | · | $13.05 | $11.52 | $10.98 | · |
Avaliação (TTM)
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.44B | $2.40B | $2.36B | · | $2.29B | $2.25B | $2.23B | · | $2.18B | $2.15B | $2.12B | · | $2.05B | $2.01B | $1.92B | · | |
| Net Income TTM | $566M | $588M | $600M | · | $533M | $543M | $539M | · | $513M | $489M | $480M | · | $507M | $448M | $426M | · | |
| Market Cap | $8.78B | $7.94B | $10.33B | · | $17.35B | $17.54B | $18.67B | · | $15.39B | $17.63B | $17.26B | · | $14.71B | $15.88B | $17.63B | · | |
| Enterprise Value | $9.87B | $9.03B | $11.40B | · | $18.42B | $18.73B | $19.67B | · | $16.29B | $18.67B | $18.37B | · | $15.86B | $17.14B | $19.02B | · | |
| P/E | 16.2 | 13.9 | 17.6 | · | 33.1 | 32.8 | 35.1 | · | 30.5 | 36.6 | 36.7 | · | 29.5 | 36.0 | 42.0 | · | |
| P/S | 3.6 | 3.3 | 4.4 | · | 7.6 | 7.8 | 8.4 | · | 7.1 | 8.2 | 8.1 | · | 7.2 | 7.9 | 9.2 | · | |
| P/B | 4.3 | 3.7 | 4.8 | · | 8.0 | 8.5 | 9.4 | · | 8.1 | 9.8 | 10.1 | · | 8.8 | 9.9 | 12.0 | · | |
| P / Cash Flow | · | · | 85.1 | · | · | · | 216.2 | · | · | · | 111.2 | · | · | · | 165.3 | · | |
| EV / Revenue | 4.0 | 3.8 | 4.8 | · | 8.1 | 8.3 | 8.8 | · | 7.5 | 8.7 | 8.7 | · | 7.7 | 8.5 | 9.9 | · | |
| Dividend Yield | 1.9% | 2.1% | 1.6% | · | 0.91% | 0.89% | 0.82% | · | 0.97% | 0.82% | 0.82% | · | 0.92% | 0.83% | 0.73% | · | |
| Earnings Yield | 6.2% | 7.2% | 5.7% | · | 3.0% | 3.0% | 2.9% | · | 3.3% | 2.7% | 2.7% | · | 3.4% | 2.8% | 2.4% | · | |
| Payout Ratio | · | · | 27.1% | · | · | · | 26.2% | · | · | · | 24.9% | · | · | · | 24.6% | · | |
| Annual Payout | $164M | $164M | $162M | · | $158M | $155M | $153M | · | $149M | $145M | $142M | · | $135M | $132M | $129M | · |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-08-31 | 2024-08-31 | 2023-08-31 | 2022-08-31 | 2021-08-31 |
|---|---|---|---|---|---|
| Receita | $2.32B | $2.20B | $2.09B | $1.84B | $1.59B |
| Margem Operacional % | 32.2% | 31.8% | 30.2% | 25.8% | 29.8% |
| Lucro líquido | $597M | $537M | $468M | $397M | $400M |
| EPS Diluído | $15.55 | $13.91 | $12.04 | $10.25 | $10.36 |
| Métrica | 2025-08-31 | 2024-08-31 | 2023-08-31 | 2022-08-31 | 2021-08-31 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.6 | 0.7 | 1.0 | 1.5 | · |
| Índice de liquidez corrente | 1.4 | 1.3 | 1.6 | 2.0 | 3.0 |
| Índice de Liquidez Seca | 1.2 | 1.1 | 1.4 | 1.7 | 2.8 |
| Métrica | 2025-08-31 | 2024-08-31 | 2023-08-31 | 2022-08-31 | 2021-08-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $617M | $615M | $585M | $487M | $494M |
Investidores institucionais (13F) 829 declarantes · $10.5B total · Em 30 de Setembro 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 |
|---|---|---|---|---|
| 141 (+24 vs trimestre anterior) | 93 (-56 vs trimestre anterior) | 267 (-5 vs trimestre anterior) | 255 (-2 vs trimestre anterior) | +3.2M |
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 | $1.292.799.352 | 4.455.010 | 12,30% | Ações |
| BAMCO INC /NY/ | $966.532.948 | 4.200.856 | 9,19% | Ações |
| BlackRock, Inc. | $657.658.042 | 2.858.389 | 6,26% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $547.519.305 | 2.379.691 | 5,21% | Ações |
| STATE STREET CORP | $431.139.319 | 1.873.867 | 4,10% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $409.847.026 | 1.781.324 | 3,90% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $385.545.052 | 1.675.700 | 3,67% | Ações |
| LOOMIS SAYLES & CO L P | $331.148.074 | 1.439.274 | 3,15% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $317.268.158 | 1.380.700 | 3,02% | Ações |
| Ninety One UK Ltd | $273.620.290 | 1.189.240 | 2,60% | Ações |
| MORGAN STANLEY | $253.253.120 | 1.100.714 | 2,41% | Ações |
| Invesco Ltd. | $219.590.883 | 954.411 | 2,09% | Ações |
| BANK OF AMERICA CORP /DE/ | $176.140.932 | 765.564 | 1,68% | Ações |
| ProShare Advisors LLC | $156.692.993 | 681.037 | 1,49% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $138.309.371 | 601.136 | 1,32% | Ações |
| GOLDMAN SACHS GROUP INC | $138.099.741 | 600.225 | 1,31% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $116.041.079 | 504.351 | 1,10% | Ações |
| UBS Group AG | $93.852.854 | 407.914 | 0,89% | Ações |
| MARSHALL WACE, LLP | $92.794.027 | 403.312 | 0,88% | Ações |
| WELLS FARGO & COMPANY/MN | $85.064.603 | 369.718 | 0,81% | Ações |
| NORTHERN TRUST CORP | $83.352.693 | 362.277 | 0,79% | Ações |
| Capital World Investors | $80.601.396 | 350.319 | 0,77% | Ações |
| SHAPIRO CAPITAL MANAGEMENT LLC | $80.150.536 | 348.359 | 0,76% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $75.423.397 | 327.779 | 0,72% | Ações |
| Gotham Asset Management, LLC | $74.568.008 | 324.096 | 0,71% | Ações |
| FULLER & THALER ASSET MANAGEMENT, INC. | $69.455.340 | 301.875 | 0,66% | Ações |
| Bank of New York Mellon Corp | $68.587.039 | 298.101 | 0,65% | Ações |
| EQUITY INVESTMENT CORP | $65.626.464 | 285.233 | 0,62% | Ações |
| JANE STREET GROUP, LLC | $63.928.878 | 277.855 | 0,61% | Ações |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $61.069.674 | 265.428 | 0,58% | Ações |
| Boston Trust Walden Corp | $55.782.718 | 242.449 | 0,53% | Ações |
| ARIEL INVESTMENTS, LLC | $53.860.807 | 234.096 | 0,51% | Ações |
| YACKTMAN ASSET MANAGEMENT LP | $52.830.970 | 229.620 | 0,50% | Ações |
| Ranmore Fund Management Ltd | $51.535.849 | 223.991 | 0,49% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $48.855.647 | 212.342 | 0,46% | Ações |
| NORGES BANK | $47.927.965 | 208.310 | 0,46% | Ações |
| FMR LLC | $47.718.523 | 207.400 | 0,45% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $47.067.005 | 204.568 | 0,45% | Ações |
| Vest Financial, LLC | $46.489.504 | 202.058 | 0,44% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $45.624.174 | 198.297 | 0,43% | Ações |
| Heron Bay Capital Management | $45.136.084 | 196.176 | 0,43% | Ações |
| ROYAL BANK OF CANADA | $44.086.000 | 191.613 | 0,42% | Ações |
| DEUTSCHE BANK AG\ | $43.116.991 | 187.400 | 0,41% | Ações |
| BANK OF MONTREAL /CAN/ | $40.805.659 | 177.354 | 0,39% | Ações |
| MCDONALD CAPITAL INVESTORS INC/CA | $40.388.473 | 175.541 | 0,38% | Ações |
| EVERETT HARRIS & CO /CA/ | $36.949.007 | 160.592 | 0,35% | Ações |
| NOMURA ASSET MANAGEMENT CO LTD | $35.805.280 | 155.621 | 0,34% | Ações |
| ROYAL LONDON ASSET MANAGEMENT LTD | $34.429.171 | 149.640 | 0,33% | Ações |
| RAYMOND JAMES FINANCIAL INC | $34.220.171 | 148.732 | 0,33% | Ações |
| Longaeva Partners L.P. | $33.758.488 | 146.725 | 0,32% | Ações |
Ativistas e proprietários de 5%+ 1 participação
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 |
|---|---|---|---|---|---|
| Pessoa de relato não divulgada | 22 de Janeiro de 2004 | · | Declaração inicial | Investimento passivo | 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.
Executivos da empresa 52 insiders · 25 diretores · 22 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Sanoke Viswanathan | Chief Executive Officer | 22 de Setembro de 2026 F | 50.267 | 0 | 0 | $0 |
| Frederick Philip Snow | Chief Executive Officer | 1 de Julho de 2025 M | 16.616 | 0 | 0 | $0 |
| Joshua Warren | EVP, Chief Financial Officer | 1 de Maio de 2026 A | 2.272 | 0 | 0 | $0 |
| Helen L. Shan | EVP, Chief Financial Officer | 3 de Novembro de 2025 A | 9.735 | 1 | 0 | $101.928 |
| Linda Huber | EVP, Chief Financial Officer | 1 de Novembro de 2023 A | 1.393 | 0 | 0 | $0 |
| Ernest Wong | Chief Financial Officer | 7 de Outubro de 2004 M | 60.918 | 0 | 0 | $0 |
| Mark J. Hale | Chief Operating Officer | 22 de Janeiro de 2018 M | 2.717 | 0 | 0 | $0 |
| Gregory T Moskoff | MD,Controller and CAO | 23 de Setembro de 2026 A | 183 | 0 | 0 | $0 |
| Christopher Mcloughlin | Chief Legal Officer | 2 de Dezembro de 2025 F | 2.715 | 0 | 0 | $0 |
| Goran Skoko | EVP, Chief Revenue Officer | 6 de Novembro de 2025 P | 9.192 | 1 | 0 | $126.465 |
| Christopher R Ellis | EVP, Initiatives & P'ships | 3 de Novembro de 2025 A | 24.206 | 0 | 0 | $0 |
| Catrina Harding | Chief People Officer | 3 de Novembro de 2025 A | 458 | 0 | 0 | $0 |
| Katherine M Stepp | Chief Technology Officer (CTO) | 3 de Novembro de 2025 A | 808 | 0 | 0 | $0 |
| John Costigan | Chief Data Officer | 3 de Novembro de 2025 A | 4.479 | 0 | 0 | $0 |
| Kristina W Karnovsky | EVP, Dealmakers & Wealth | 3 de Novembro de 2025 A | 2.535 | 0 | 0 | $0 |
| Robert J. Robie | EVP, Institutional Buyside | 3 de Novembro de 2025 A | 2.303 | 0 | 0 | $0 |
| Rachel Rebecca Stern | EVP, Chief Legal Officer | 2 de Fevereiro de 2024 M | 2.050 | 0 | 0 | $0 |
| Jonathan Reeve | EVP, Head of CTS | 5 de Maio de 2023 M | 92 | 0 | 0 | $0 |
| Daniel Viens | EVP, Chief HR Officer | 1 de Novembro de 2022 A | 3.112 | 0 | 0 | $0 |
| Gene D. Fernandez | Chief Tech & Content Officer | 7 de Abril de 2022 M | 0 | 0 | 0 | $0 |
| Franck A.R. Gossieaux | EVP, Chief Revenue Officer | 29 de Maio de 2020 J | 534 | 0 | 0 | $0 |
| John W. Wiseman | EVP, Global Head of Sales | 15 de Janeiro de 2019 M | 1.290 | 0 | 0 | $0 |
| Edward Baker-Greene | Chief Human Resources Officer | 2 de Novembro de 2017 A | · | 0 | 0 | $0 |
| Kieran M. Kennedy | Senior Vice President | 8 de Novembro de 2013 S | 8.769 | 0 | 0 | $0 |
| Townsend Thomas | Chief Content Officer | 14 de Agosto de 2007 A | 490.113 | 0 | 0 | $0 |
| Shlomo Elisha Wiesel | Conselheiro | 15 de Janeiro de 2026 A | 1.141 | 0 | 0 | $0 |
| Barak Eilam | Conselheiro | 15 de Janeiro de 2026 A | 724 | 0 | 1 | $-283 |
| Maria Teresa Tejada | Conselheiro | 15 de Janeiro de 2026 A | 1.415 | 0 | 0 | $0 |
| Siew Kai Choy | Conselheiro | 15 de Janeiro de 2026 A | 1.442 | 0 | 0 | $0 |
| Malcolm Frank | Conselheiro | 15 de Janeiro de 2026 A | 1.592 | 0 | 2 | $-760.548 |
| Lee Shavel | Conselheiro | 15 de Janeiro de 2026 A | 1.587 | 0 | 0 | $0 |
| Robin Ann Abrams | Conselheiro | 15 de Janeiro de 2026 A | 15.490 | 0 | 0 | $0 |
| Laurie G Hylton | Conselheiro | 15 de Janeiro de 2026 A | 848 | 0 | 0 | $0 |
| Laurie Siegel | Conselheiro | 15 de Janeiro de 2026 A | 1.663 | 0 | 2 | $-761.944 |
| James J Mcgonigle | Conselheiro | 14 de Julho de 2025 M | 4.461 | 0 | 0 | $0 |
| Sheila A Jordan | Conselheiro | 28 de Junho de 2022 M | 177 | 0 | 0 | $0 |
| Joseph Zimmel | Conselheiro | 24 de Junho de 2022 S | 1.542 | 0 | 0 | $0 |
| Scott A Billeadeau | Conselheiro | 2 de Julho de 2020 M | 625 | 0 | 0 | $0 |
| Philip A Hadley | Conselheiro | 1 de Abril de 2020 S | 400.000 | 0 | 0 | $0 |
| Joseph E Laird JR | Conselheiro | 13 de Junho de 2017 S | 9.000 | 0 | 0 | $0 |
| Walter F Siebecker | Conselheiro | 13 de Janeiro de 2016 J | 25.828 | 0 | 0 | $0 |
| Michael F Dichristina | Conselheiro | 1 de Julho de 2014 M | 0 | 0 | 0 | $0 |
| Charles J Snyder | Conselheiro | 27 de Março de 2014 J | 1.951.248 | 0 | 0 | $0 |
| John C Mickle | Conselheiro | 22 de Dezembro de 2004 A | · | 0 | 0 | $0 |
| Howard E Wille | Conselheiro | 22 de Dezembro de 2004 A | 3.600.631 | 0 | 0 | $0 |
| Brian G Daly | · | 11 de Julho de 2019 M | 262 | 0 | 0 | $0 |
| Matthew J Mcnulty | · | 1 de Novembro de 2018 A | 2.145 | 0 | 0 | $0 |
| Maurizio Nicolelli | · | 1 de Novembro de 2018 F | 3.133 | 0 | 0 | $0 |
| Scott G. Miller | · | 21 de Junho de 2017 M | 0 | 0 | 0 | $0 |
| Peter G Walsh | · | 24 de Março de 2015 M | 21.169 | 0 | 0 | $0 |
| Michael D Frankenfield | · | 18 de Março de 2015 S | 14.677 | 0 | 0 | $0 |
| Nancy E Blair | · | 4 de Janeiro de 2006 S | 389 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 101 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 |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 2,54% | 1.348 NS | 31 de Julho de 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1,80% | 77.272 NS | 31 de Julho de 2026 | N-PORT |
| KNG · First Trust Exchange-Traded Fund IV | 1,47% | 198.046 NS | 31 de Julho de 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 1,39% | 247 NS | 31 de Julho de 2026 | N-PORT |
| CCOR · Listed Funds Trust | 1,37% | 1.458 NS | 31 de Julho de 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,34% | 18.680 SH | 5 de Outubro de 2026 | Diário |
| SRHQ · Elevation Series Trust | 1,33% | 10.745 NS | 31 de Julho de 2026 | N-PORT |
| CVAR · ETF Opportunities Trust | 1,00% | 1.633 NS | 31 de Julho de 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,80% | 465 NS | 31 de Julho de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,72% | 35.176 NS | 31 de Julho de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,49% | 4.225 NS | 31 de Julho de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,37% | 4.641 NS | 31 de Julho de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,34% | 17.907 NS | 31 de Julho de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,27% | 372 NS | 31 de Julho de 2026 | N-PORT |
| ESML · iShares Trust | 0,27% | 28.430 SH | 11 de Setembro de 2026 | Diário |
| BKMC · BNY Mellon ETF Trust | 0,23% | 5.718 NS | 31 de Julho de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,23% | 480.233 SH | 19 de Agosto de 2026 | Diário |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 15.997 NS | 31 de Julho de 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 696.946 SH | 5 de Outubro de 2026 | Diário |
| IYF · iShares Trust | 0,15% | 24.443 SH | 11 de Setembro de 2026 | Diário |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,15% | 934 NS | 31 de Julho de 2026 | N-PORT |
| IYG · iShares Trust | 0,13% | 11.065 SH | 11 de Setembro de 2026 | Diário |
| SMMD · iShares Trust | 0,13% | 19.336 SH | 11 de Setembro de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,13% | 76.619 NS | 31 de Julho de 2026 | N-PORT |
| ISCG · iShares Trust | 0,12% | 4.553 SH | 11 de Setembro de 2026 | Diário |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,11% | 5.194.000 | 5 de Outubro de 2026 | Diário |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 34.199 NS | 31 de Julho de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,11% | 9.642 NS | 31 de Julho de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,11% | 1.343 NS | 31 de Julho de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,10% | 833.946 SH | 19 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,10% | 59.363 SH | 19 de Agosto de 2026 | Diário |
| IWS · iShares Trust | 0,09% | 54.275 SH | 11 de Setembro de 2026 | Diário |
| XT · iShares Trust | 0,09% | 13.754 SH | 11 de Setembro de 2026 | Diário |
| WSML · iShares Trust | 0,09% | 2.214 SH | 11 de Setembro de 2026 | Diário |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0,09% | 61.764 SH | 5 de Outubro de 2026 | Diário |
| FAS · Direxion Shares ETF Trust | 0,08% | 7.179 NS | 31 de Julho de 2026 | N-PORT |
| IWR · iShares Trust | 0,07% | 148.135 SH | 11 de Setembro de 2026 | Diário |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 2.005 SH | 5 de Outubro de 2026 | Diário |
| LCOW · Pacer Funds Trust | 0,07% | 64 NS | 31 de Julho de 2026 | N-PORT |
| IXG · iShares Trust | 0,06% | 1.579 SH | 11 de Setembro de 2026 | Diário |
| XOEF · iShares Trust | 0,06% | 47 SH | 11 de Setembro de 2026 | Diário |
| RECS · Columbia ETF Trust I | 0,05% | 11.882 NS | 31 de Julho de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,05% | 1.003 NS | 31 de Julho de 2026 | N-PORT |
| DIVB · iShares Trust | 0,05% | 3.610 SH | 11 de Setembro de 2026 | Diário |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,04% | 7.875 SH | 5 de Outubro de 2026 | Diário |
| PALC · Pacer Funds Trust | 0,04% | 339 NS | 31 de Julho de 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,04% | 205.809 SH | 19 de Agosto de 2026 | Diário |
| DGRO · iShares Trust | 0,04% | 64.598 SH | 11 de Setembro de 2026 | Diário |
| PFM · Invesco Exchange-Traded Fund Trust | 0,04% | 1.037 SH | 5 de Outubro de 2026 | Diário |
| IVE · iShares Trust | 0,03% | 60.423 SH | 11 de Setembro de 2026 | Diário |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,03% | 8.424 SH | 19 de Agosto de 2026 | Diário |
| VYM · VANGUARD WHITEHALL FUNDS | 0,03% | 145.509 SH | 19 de Agosto de 2026 | Diário |
| IUSV · iShares Trust | 0,03% | 31.451 SH | 11 de Setembro de 2026 | Diário |
| DSI · iShares Trust | 0,03% | 5.436 SH | 11 de Setembro de 2026 | Diário |
| IWD · iShares Trust | 0,03% | 80.350 SH | 11 de Setembro de 2026 | Diário |
| EGLE · Global X Funds | 0,02% | 2 NS | 31 de Julho de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 7.858 SH | 5 de Outubro de 2026 | Diário |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 21.853 SH | 19 de Agosto de 2026 | Diário |
| XRMI · Global X Funds | 0,02% | 34 NS | 31 de Julho de 2026 | N-PORT |
| CATH · Global X Funds | 0,02% | 871 NS | 31 de Julho de 2026 | N-PORT |
| XVV · iShares Trust | 0,02% | 432 SH | 11 de Setembro de 2026 | Diário |
| TOPC · iShares Trust | 0,02% | 21 SH | 11 de Setembro de 2026 | Diário |
| CHRI · Global X Funds | 0,02% | 5 NS | 31 de Julho de 2026 | N-PORT |
| XYLD · Global X Funds | 0,02% | 1.952 NS | 31 de Julho de 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,02% | 1.897 NS | 31 de Julho de 2026 | N-PORT |
| XCLR · Global X Funds | 0,01% | 2 NS | 31 de Julho de 2026 | N-PORT |
| IVV · iShares Trust | 0,01% | 459.305 SH | 11 de Setembro de 2026 | Diário |
| PBP · Invesco Exchange-Traded Fund Trust | 0,01% | 213 SH | 5 de Outubro de 2026 | Diário |
| IYY · iShares Trust | 0,01% | 1.642 SH | 11 de Setembro de 2026 | Diário |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,01% | 915 SH | 5 de Outubro de 2026 | Diário |
| IWV · iShares Trust | 0,01% | 10.582 SH | 11 de Setembro de 2026 | Diário |
| SPUU · Direxion Shares ETF Trust | 0,01% | 137 NS | 31 de Julho de 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,01% | 3 NS | 31 de Julho de 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 24.977 SH | 11 de Setembro de 2026 | Diário |
| TILT · FlexShares Trust | 0,01% | 1.106 NS | 31 de Julho de 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,01% | 863 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 47.802 SH | 11 de Setembro de 2026 | Diário |
| XYLG · Global X Funds | 0,01% | 32 NS | 31 de Julho de 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0,01% | 29 SH | 5 de Outubro de 2026 | Diário |
| HCMT · Direxion Shares ETF Trust | 0,01% | 255 NS | 31 de Julho de 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,01% | 4.351 SH | 5 de Outubro de 2026 | Diário |
| SPXL · Direxion Shares ETF Trust | 0,01% | 2.847 NS | 31 de Julho de 2026 | N-PORT |
| XTR · Global X Funds | 0,01% | 2 NS | 31 de Julho de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 18.476 NS | 31 de Julho de 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0,01% | 945.309 SH | 19 de Agosto de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1.156.942 SH | 19 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 30.189 SH | 19 de Agosto de 2026 | Diário |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5.976 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3.049 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,01% | 8.187 SH | 19 de Agosto de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,01% | 4.075 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 254 NS | 31 de Julho de 2026 | N-PORT |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de Julho de 2026 | Diário |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 14 de Julho de 2026 | Diário |
| IAI · iShares Trust | · | 44.924 SH | 11 de Setembro de 2026 | Diário |
| ISCB · iShares Trust | · | 1.647 SH | 11 de Setembro de 2026 | Diário |
| ISCV · iShares Trust | · | 4.968 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 15.655 SH | 11 de Setembro de 2026 | Diário |
FDS Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
16 analistas · 2026-10-02Alvo médio $277.56 +2,0%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| FDS | $14.05B | 24.0 | 5.4% | 25.7% | 28.1% | · |
| NDAQ | $55.35B | 31.4 | 11.7% | 21.6% | 15.3% | 63.5% |
| COIN | $60.57B | 50.8 | 9.4% | 17.5% | 9.4% | · |
| MSCI | $42.21B | 36.6 | 9.8% | 38.4% | -67.9% | · |
| CBOE | · | · | 15.1% | 23.3% | 22.4% | 51.5% |
| TW | $25.32B | 28.4 | 18.9% | 39.6% | 13.2% | · |
| MORN | $8.64B | 24.5 | 7.5% | 15.3% | 26.4% | · |
| MKTX | $6.48B | 27.3 | 3.6% | 29.1% | 19.5% | · |
| MIAX | $3.80B | -44.4 | 19.7% | -5.1% | -10.8% | 31.6% |
| DFIN | $1.20B | 40.6 | -1.9% | 4.2% | 8.0% | · |
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