Nesta página
01FHI preço
02Instantâneo
03Gráfico
04Divisões de Ações
05Sobre
06Desempenho
07Avaliação e rácios
13Dividendos
14Lucros
15Fundamentos Completos
16Demonstrações
17Investidores institucionais (13F)
18Ativistas e proprietários de 5%+
19Executivos da empresa
20Participação em ETFs
21Consenso
22Pares
25Sinais de trading
26Minhas Métricas
FHI Federated Hermes, Inc. Common Stock
NYSE · Financial Services · Ver em SEC EDGAR ↗ fechar Out 2, 2026 10-K/10-Q Jul 31, 2026
$56,07
· % da faixa de 52 semanas
· acima do mínimo
· para alta
$46,66mínima 52 sem
$67,20máxima 52 sem
P/E (TTM)
10.4
EPS (TTM)
$5.37
Receita (TTM)
$1.93B
seus distintivos
Intervalo 52 Semanas
$47–$67
Classificação do Analista
HOLD
Preço-Alvo
$61
P/E
10.4
ROE
34.8%
Margem de Lucro Líquido
21.3%
Sua barra de distintivos está vazia — fixe uma métrica em qualquer lugar desta página.
FHI Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$56.07
P/E (TTM)
10.4
EPS (TTM)
$5.37
Receita (TTM)
$1.93B
ROE (TTM)
34.8%
Intervalo 52 Semanas
$47–$67
FHI Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
intervalo
barras
A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.
Divisões de Ações
| Data ex | Desdobramento | Tipo |
|---|---|---|
| 18 de Julho de 2000 | 3-for-2 | Para frente |
Sobre Federated Hermes, Inc. Common Stock Visão geral da empresa da Wikipedia
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $902.6 billion of customer assets, as of December 2025. The company offers investments spanning equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, including mutual funds, exchange-traded funds (ETFs), separate accounts, closed-end funds and collective investment funds. Clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
## History
Federated Investors was founded in 1955 by high school classmates John F. Donahue, Richard B. Fisher, and Thomas J. Donnelly.
Aetna acquired a majority ownership stake in Federated Investors in 1982; at the time Federated had nearly $30 billion in assets under management. In 1989, Federated management purchased Aetna's stake for $345 million, reestablishing majority control of the company. In 1996, Federated management paid $100 million to acquire the remaining 25% stock ownership still held by Aetna. Federated completed an initial public offering on the NYSE on May 14, 1998.
In 1991, Federated established Federated International Management Limited, a wholly owned subsidiary in Dublin, Ireland, becoming the first U.S. company whose registered money market funds were approved for distribution to the European community. In 1998, Federated launched a venture with insurer LVM-Versicherungen Münster to offer Federated funds in Germany.
In April 2012, Federated Investors, Inc. completed its acquisition of Prime Rate Capital Management LLP (PRCM), a London, United Kingdom-based provider of institutional liquidity and fixed income products, from Matrix Group Limited. Federated Prime Rate Capital Management's AAA-rated liquidity funds, known as Qualifying Money Market Funds, serve the corporate and institutional market. The funds, totaling approximately US$4.0 billion (GBP 2.5 billion) in assets, are rated AAA by both Standard & Poor's and Fitch Ratings.
In September 2019, Federated Investors announced that it had bought around $4.4 billion in assets from Fifth Third Asset Management Inc.
In July 2018, Federated Investors, Inc., completed its acquisition of a 60 percent interest in Hermes Fund Managers Limited (Hermes), which operated as Hermes Investment Management, a pioneer of integrated ESG investing, from BT Pension Scheme (BTPS). Hermes had recently acquired MEPC plc.
In February 2020, Federated Investors, Inc. changed its name to Federated Hermes, Inc. and unveiled an updated corporate identity focused on a commitment to responsible investing to achieve financial performance. The company also changed its New York Stock Exchange (NYSE) ticker symbol from FII to FHI, with the firm's common stock trading under the FHI ticker symbol for the first time on Feb. 3, 2020.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
setorFinancial Services
indústriaFinancial Services
funcionários2.091
paísUS
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita$1.80B2016-12-31 → 2025-12-31
EPS$5.132018-12-31 → 2025-12-31
Fluxo de caixa livre$295M2016-12-31 → 2025-12-31
Margem líquida21.3%2016-12-31 → 2025-12-31
Avaliação e Proporções
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | FHI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 10.4média 5A ≈12.0 | ≈12.0 | 19.4 | Subvalorizado | |
| PEG Ratio | ≈1.1 | · | · | · |
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 | FHI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Operacional (TTM) | 27.1%média 5A ≈25.2% | ≈25.2% | · | · | |
| EBITDA Margin (Margem EBITDA) | 28.5%média 5A ≈25.2% | ≈25.2% | 30.6% | Fraco | |
| Margem de Impostos Pré-Tributação (TTM) | 28.7%média 5A ≈25.9% | ≈25.9% | 42.8% | Fraco | |
| Margem de Lucro Líquido (TTM) | 21.3%média 5A ≈19.0% | ≈19.0% | 28.1% | Fraco | |
| ROA (TTM) | 18.4%média 5A ≈14.2% | ≈14.2% | 9.1% | Primeira linha | |
| ROE (TTM) | 34.8%média 5A ≈26.7% | ≈26.7% | 13.8% | Primeira linha | |
| ROIC | 32.5%média 5A ≈25.9% | ≈25.9% | · | · |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | FHI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Índice de liquidez corrente (MRQ) | 2.6média 5A ≈2.5 | ≈2.5 | · | · | |
| Quick Ratio (Índice de Liquidez Seca) | 1.9média 5A ≈1.5 | ≈1.5 | · | · |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | FHI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 10.3%média 5A ≈4.8% | ≈4.8% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 7.6%média 5A ≈6.3% | ≈6.3% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 4.5% | · | · | · | |
| EPS YoY | 58.8%média 5A ≈12.7% | ≈12.7% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | 50.3%média 5A ≈7.3% | ≈7.3% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | 24.6%média 5A ≈10.6% | ≈10.6% | · | · | |
| EPS CAGR 5Y (CAGR de LPA 5A) | 9.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | 19.0%média 5A ≈5.3% | ≈5.3% | · | · | |
| Net Income CAGR 5Y (CAGR de Lucro Líquido 5A) | 4.3% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | FHI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.8média 5A ≈0.7 | ≈0.7 | 0.5 | Primeira linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$861.1K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Índice de Pagamento26.0%
Pagamento Anualizado≈$1.52
CAGR Dividendos 5 anos≈4.7%
Sequência de Crescimento≈3
| Data ex | Valor | Moeda | Rendimento |
|---|---|---|---|
| Ago 7, 2026 | $0,38 | USD | ≈2.3% |
| Mai 8, 2026 | $0,38 | USD | ≈2.5% |
| Fev 6, 2026 | $0,34 | USD | ≈2.6% |
| Nov 7, 2025 | $0,34 | USD | ≈2.7% |
| Ago 8, 2025 | $0,34 | USD | ≈2.5% |
| Mai 8, 2025 | $0,34 | USD | ≈3.0% |
| Fev 7, 2025 | $0,31 | USD | ≈5.8% |
| Nov 8, 2024 | $0,31 | USD | ≈5.4% |
| Ago 8, 2024 | $0,31 | USD | ≈6.6% |
| Mai 7, 2024 | $1,31 | USD | ≈6.7% |
| Fev 7, 2024 | $0,28 | USD | ≈3.2% |
| Nov 7, 2023 | $0,28 | USD | ≈3.4% |
| Ago 7, 2023 | $0,28 | USD | ≈3.3% |
| Mai 5, 2023 | $0,28 | USD | ≈2.8% |
| Fev 7, 2023 | $0,27 | USD | ≈2.7% |
| Nov 7, 2022 | $0,27 | USD | ≈3.0% |
| Ago 5, 2022 | $0,27 | USD | ≈3.2% |
| Mai 5, 2022 | $0,27 | USD | ≈3.7% |
| Fev 7, 2022 | $0,27 | USD | ≈3.3% |
| Nov 5, 2021 | $0,27 | USD | ≈3.1% |
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
17.2%
Próximo relatório
Out 28, 2026
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Jul 29, 2026 | $1.38 | $1.19 | 15.8% |
| 31 de Março de 2026 | $1.27 | $1.19 | 6.3% | |
| 31 de Dezembro de 2025 | $1.39 | $1.19 | 16.4% | |
| 30 de Setembro de 2025 | $1.34 | $1.13 | 18.1% | |
| 30 de Junho de 2025 | $1.16 | $1.03 | 12.2% | |
| 31 de Março de 2025 | $1.25 | $0.93 | 34.8% |
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 | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B | $1.45B | $1.33B | $1.14B | $1.10B | $1.14B | $927M | $859M | |
| Operating Expenses | $1.29B | $1.27B | $1.22B | $1.11B | $934M | $1.03B | $979M | $805M | $761M | $808M | $647M | $621M | |
| Operating Income | $514M | $361M | $388M | $337M | $366M | $418M | $348M | $330M | $342M | $336M | $279M | $238M | |
| Other Non-op | $-36.0K | $139.0K | $562.0K | $222.0K | $-900.0K | $8M | $13M | $-30M | $-42.0K | $60.0K | $-33.0K | $-29.0K | |
| Pretax Income | $548M | $382M | $411M | $306M | $376M | $446M | $365M | $296M | $352M | $341M | $275M | $239M | |
| Income Tax | $133M | $113M | $107M | $72M | $104M | $110M | $88M | $74M | $57M | $119M | $103M | $90M | |
| Net Income | $403M | $268M | $299M | $239M | $270M | $326M | $272M | $220M | $291M | $209M | $170M | $149M | |
| EPS (Basic) | $5.13 | $3.23 | $3.40 | $2.65 | $2.77 | $3.25 | $2.69 | $2.18 | · | · | · | · | |
| EPS (Diluted) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 | $3.23 | $2.69 | $2.18 | · | · | · | · | |
| Shares (Basic) | 75,101,000 | 79,426,000 | 83,858,000 | 85,762,000 | 93,754,000 | 96,503,000 | 97,259,000 | 96,949,000 | 97,411,000 | 99,116,000 | 100,475,000 | 100,721,000 | |
| Shares (Diluted) | 75,103,000 | 79,430,000 | 83,863,000 | 85,766,000 | 93,771,000 | 96,503,000 | 97,259,000 | 96,949,000 | 97,412,000 | 99,117,000 | 100,477,000 | 100,723,000 | |
| EBITDA | $514M | $361M | $388M | $337M | $366M | $418M | $348M | $330M | $342M | $345M | $279M | $238M |
Balanço Patrimonial
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $583M | $504M | $383M | $337M | $233M | $302M | $249M | $157M | $316M | $105M | $173M | $115M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $131M | $142M | $143M | |
| Receivables | · | · | · | $58M | $65M | $65M | $64M | $60M | $26M | $45M | $34M | $28M | |
| Prepaid Expense | $37M | $29M | $30M | $27M | $29M | $22M | $17M | $17M | $12M | $10M | $11M | $13M | |
| Other Current Assets | $13M | $5M | $6M | $8M | $7M | $8M | $2M | $2M | $3M | $4M | $5M | $4M | |
| Current Assets | $864M | $781M | $721M | $651M | $559M | $575M | $461M | $304M | $437M | $360M | $396M | $342M | |
| PP&E (Net) | $25M | $26M | $31M | $36M | $47M | $53M | $52M | $53M | $38M | $39M | $36M | $39M | |
| PP&E (Gross) | $112M | $144M | $151M | $155M | $161M | $159M | $146M | $143M | $108M | $103M | $92M | $96M | |
| Accum. Depreciation | $87M | $118M | $120M | $120M | $114M | $106M | $95M | $90M | $71M | $64M | $56M | $57M | |
| Goodwill | $852M | $805M | $807M | $800M | $799M | $800M | $775M | $810M | $660M | $659M | $659M | $659M | |
| Intangibles | $332M | $328M | $409M | $409M | $471M | $482M | $446M | $340M | $77M | · | $3M | $4M | |
| Other Non-current Assets | $61M | $40M | $35M | $31M | $33M | $29M | $46M | $37M | $20M | $23M | $21M | $26M | |
| Total Assets | $2.23B | $2.08B | $2.10B | $2.02B | $2.02B | $2.06B | $1.88B | $1.54B | $1.23B | $1.16B | $1.19B | $1.14B | |
| Accounts Payable | · | · | · | · | · | · | · | · | · | · | $44M | $35M | |
| Current Liabilities | $314M | $289M | $287M | $257M | $271M | $265M | $231M | $181M | $129M | $163M | $159M | $149M | |
| Capital Leases | $88M | $97M | $94M | $87M | $105M | $122M | $108M | · | · | · | · | · | |
| Deferred Tax | $184M | $171M | $186M | $180M | $205M | $188M | $165M | $148M | $118M | $177M | $159M | $141M | |
| Other Non-current Liabilities | $31M | $29M | $32M | $41M | $36M | $37M | $23M | $40M | $24M | $23M | $20M | $20M | |
| Total Liabilities | $966M | $934M | $948M | $913M | $841M | $687M | $627M | $504M | $440M | $528M | $529M | $527M | |
| Long-term Debt | $348M | $348M | $348M | $348M | $223M | · | · | · | · | · | · | · | |
| Paid-in Capital | $0 | $0 | $2.0K | $0 | $0 | $0 | · | · | · | · | · | · | |
| Retained Earnings | $1.53B | $1.26B | $1.19B | $1.02B | $1.19B | $1.03B | $930M | $792M | $697M | $530M | $546M | $505M | |
| Treasury Stock | $873M | $633M | $521M | $365M | $538M | $325M | $281M | $287M | $279M | $255M | $192M | $165M | |
| AOCI | $6M | $-32M | $-20M | $-46M | $16M | $15M | $-249.0K | $-15M | $-790.0K | $523.0K | $5M | $2M | |
| Stockholders' Equity | $1.20B | $1.10B | $1.13B | $1.05B | $1.11B | $1.14B | $1.04B | $857M | $761M | $596M | $649M | $609M | |
| Liabilities + Equity | $2.23B | $2.08B | $2.10B | $2.02B | $2.02B | $2.06B | $1.88B | $1.54B | $1.23B | $1.16B | $1.19B | $1.14B |
Fluxo de Caixa
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | $17M | $11M | $10M | $9M | $10M | |
| Stock-based Comp | $29M | $29M | $34M | $35M | $30M | $27M | $25M | $24M | $23M | $22M | $23M | $22M | |
| Deferred Tax | $11M | $-15M | $4M | $-19M | $18M | $18M | $7M | $12M | $-59M | $17M | $19M | $22M | |
| Amort. of Intangibles | $14M | $13M | $14M | $12M | $14M | $14M | $8M | $6M | $600.0K | $1M | $1M | $2M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $297M | $347M | $312M | $324M | $170M | $373M | $335M | $206M | $387M | $266M | $233M | $192M | |
| CapEx | $3M | $4M | $8M | $4M | $10M | $14M | $15M | $17M | $10M | $13M | $6M | $9M | |
| Investing Cash Flow | $2M | $64M | $-31M | $-32M | $11M | $-25M | $-95M | $-174M | $1M | $-21M | $-6M | $-16M | |
| Debt Issued | · | $0 | $0 | $488M | $296M | $100M | · | · | · | · | · | · | |
| Net Debt Issued | · | $0 | $0 | $488M | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $263M | $138M | $177M | $218M | $228M | $67M | $16M | $29M | $49M | $82M | $54M | $27M | |
| Net Stock Activity | $-263M | $-138M | $-177M | $-218M | $-228M | $-67M | $-16M | $-29M | $-49M | $-82M | $-54M | $-27M | |
| Dividends Paid | $105M | $185M | $98M | $98M | $106M | $208M | $109M | $107M | $102M | $205M | $105M | $105M | |
| Financing Cash Flow | $-238M | $-286M | $-243M | $-169M | $-249M | $-295M | $-153M | $-186M | $-177M | $-312M | $-170M | $-165M | |
| Net Change in Cash | $77M | $121M | $46M | $103M | $-71M | $59M | $92M | $-159M | $211M | $-68M | $57M | $11M | |
| Taxes Paid | $125M | $126M | $108M | $86M | $92M | $99M | $73M | $62M | $118M | $105M | $77M | $67M | |
| Free Cash Flow | $295M | $343M | $304M | $320M | $160M | $360M | $320M | $189M | $261M | $240M | $227M | $184M |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% | 28.9% | 26.2% | 29.1% | 31.0% | 29.4% | 30.2% | 27.7% | |
| Net Margin | 22.4% | 16.4% | 18.6% | 16.6% | 20.8% | 22.5% | 20.5% | 19.4% | 26.4% | 18.3% | 18.3% | 17.4% | |
| Pretax Margin | 30.4% | 23.4% | 25.6% | 21.2% | 28.9% | 30.8% | 27.5% | 26.1% | 31.9% | 29.8% | 29.7% | 27.9% | |
| EBITDA Margin | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% | 28.9% | 26.2% | 29.1% | 31.0% | 30.2% | 30.2% | 27.7% | |
| ROA | 18.7% | 12.8% | 14.5% | 11.9% | 13.2% | 16.6% | 15.9% | 15.9% | 24.4% | 17.8% | 14.6% | 13.1% | |
| ROE | 34.9% | 24.6% | 26.8% | 23.8% | 23.3% | 28.5% | 28.1% | 26.6% | 41.2% | 33.6% | 27.0% | 25.4% | |
| ROIC | 32.5% | 23.2% | 25.4% | 24.7% | 23.8% | 27.7% | 25.4% | 28.9% | 37.6% | 36.7% | 27.0% | 24.4% |
Liquidez e Solvência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.7 | 2.5 | 2.5 | 2.1 | 2.2 | 2.0 | 1.7 | 3.4 | 2.2 | 2.5 | 2.3 | |
| Quick Ratio | 1.9 | 1.7 | 1.3 | 1.5 | 1.1 | 1.4 | 1.4 | 1.2 | 2.9 | 1.7 | 2.2 | 1.9 |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.7 | 0.6 | 0.7 | 0.8 | 0.8 | 0.9 | 1.0 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | 23.4 | 20.0 | 22.4 | 21.3 | 26.4 | 22.4 | 29.2 | 30.1 | 30.0 |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $23.98 | $20.55 | $19.19 | $16.86 | $13.89 | · | $13.64 | $11.71 | $11.32 | $11.54 | $9.22 | $8.53 | |
| Cash Flow / Share | $3.96 | $4.36 | $3.72 | $3.78 | $1.82 | · | $3.44 | $2.13 | $2.78 | $2.55 | $2.32 | $1.91 | |
| Dividend / Share | $1.33 | $2.21 | $1.11 | $1.08 | $1.08 | $2.08 | $1.08 | $1.06 | $1.00 | $2.00 | $1.00 | $1.00 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | $1.00 | $1.00 | |
| EPS (TTM) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 | $3.23 | $2.69 | $2.18 | · | · | · | · |
Taxas de Crescimento
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.3% | 1.4% | 11.3% | 11.2% | -10.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.6% | 7.9% | 3.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 58.8% | -5.0% | 28.3% | -3.6% | -14.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 24.6% | 5.5% | 1.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 50.3% | -10.3% | 24.8% | -11.4% | -17.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 19.0% | -0.24% | -2.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -12.8% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B | $1.45B | $1.33B | $1.14B | $1.10B | $1.14B | $927M | $859M | |
| Net Income TTM | $403M | $268M | $299M | $239M | $270M | $326M | $272M | $220M | $291M | $209M | $170M | $149M | |
| P/E | 10.2 | 12.7 | 10.0 | 13.7 | 13.7 | 8.9 | 12.1 | 12.2 | · | · | · | · | |
| Earnings Yield | 9.8% | 7.9% | 10.0% | 7.3% | 7.3% | 11.2% | 8.2% | 8.2% | · | · | · | · | |
| Payout Ratio | 26.0% | 68.9% | 32.8% | 40.9% | 39.1% | 63.7% | 40.1% | 48.5% | 34.8% | 98.4% | 61.6% | 70.2% | |
| Annual Payout | $105M | $185M | $98M | $98M | $106M | $208M | $109M | $107M | $102M | $205M | $105M | $105M |
Demonstração de Resultados
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $503M | $479M | $483M | $469M | $425M | $424M | $425M | $408M | $403M | $396M | $391M | $403M | $433M | $382M | $374M | $381M | |
| Operating Expenses | $370M | $353M | $347M | $340M | $308M | $292M | $314M | $297M | $362M | $298M | $289M | $301M | $335M | $297M | $310M | $284M | |
| Operating Income | $133M | $126M | $136M | $129M | $117M | $132M | $110M | $112M | $41M | $99M | $103M | $101M | $98M | $85M | $64M | $97M | |
| Other Non-op | $-22.0K | $-30.0K | $74.0K | $-48.0K | $-35.0K | $-27.0K | $54.0K | $16.0K | $-34.0K | $103.0K | $463.0K | $-8.0K | $-15.0K | $122.0K | $190.0K | $-38.0K | |
| Pretax Income | $144M | $130M | $140M | $140M | $131M | $136M | $112M | $123M | $43M | $104M | $117M | $101M | $101M | $92M | $75M | $89M | |
| Income Tax | $37M | $34M | $33M | $34M | $34M | $32M | $28M | $32M | $23M | $29M | $31M | $27M | $28M | $21M | $14M | $22M | |
| Net Income | $104M | $96M | $107M | $104M | $91M | $101M | $85M | $88M | $21M | $75M | $82M | $75M | $72M | $70M | $56M | $69M | |
| EPS (Basic) | $1.38 | $1.27 | $1.38 | $1.34 | $1.16 | $1.25 | $1.08 | $1.06 | $0.20 | $0.89 | $0.95 | $0.86 | $0.81 | $0.78 | $0.62 | $0.78 | |
| EPS (Diluted) | $1.38 | $1.27 | $1.38 | $1.34 | $1.16 | $1.25 | $1.08 | $1.06 | $0.20 | $0.89 | $0.95 | $0.86 | $0.81 | $0.78 | $0.62 | $0.78 | |
| Shares (Basic) | 71,944,000 | 72,648,000 | · | 74,057,000 | 75,064,000 | 77,541,000 | · | 78,690,000 | 80,026,000 | 80,709,000 | · | 83,710,000 | 84,930,000 | 84,875,000 | · | 84,531,000 | |
| Shares (Diluted) | 71,947,000 | 72,650,000 | · | 74,057,000 | 75,072,000 | 77,542,000 | · | 78,706,000 | 80,026,000 | 80,710,000 | · | 83,710,000 | 84,939,000 | 84,875,000 | · | 84,536,000 | |
| EBITDA | $133M | $126M | · | $129M | $117M | $132M | · | $112M | $41M | $99M | · | $101M | $98M | · | · | $97M |
Balanço Patrimonial
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $302M | $514M | $583M | $506M | $371M | $388M | $504M | $375M | $307M | $360M | $383M | $377M | $343M | $324M | $337M | $305M | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | · | · | $75M | · | $49M | |
| Prepaid Expense | $43M | $37M | $37M | $41M | $35M | $32M | $29M | $34M | $38M | $34M | · | $26M | $29M | $31M | · | $26M | |
| Other Current Assets | $13M | $13M | $13M | $11M | $16M | $2M | $5M | $6M | $6M | $6M | · | $6M | $6M | $7M | · | $41M | |
| Current Assets | $661M | $789M | $864M | $802M | $761M | $679M | $781M | $723M | $613M | $720M | · | $712M | $694M | $636M | · | $630M | |
| PP&E (Net) | $26M | $28M | $25M | $27M | $23M | $24M | $26M | $28M | $32M | $29M | · | $31M | $31M | $33M | · | $38M | |
| PP&E (Gross) | · | · | $112M | · | · | · | $144M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $89M | $87M | $87M | $102M | $124M | $121M | $118M | $122M | $122M | $121M | · | $117M | $120M | $117M | · | $115M | |
| Goodwill | $1.08B | $849M | $852M | $861M | $865M | $809M | $805M | $814M | $806M | $806M | · | $802M | $807M | $803M | · | $775M | |
| Intangibles | $422M | $325M | $332M | $335M | $342M | $330M | $328M | $343M | $336M | $404M | · | $402M | $415M | $411M | · | $407M | |
| Other Non-current Assets | $50M | $64M | $61M | $55M | $59M | $61M | $40M | $40M | $32M | $33M | · | $33M | $31M | $32M | · | $30M | |
| Total Assets | $2.33B | $2.14B | $2.23B | $2.18B | $2.15B | $2.00B | $2.08B | $2.04B | $1.91B | $2.09B | · | $2.08B | $2.06B | $2.00B | · | $1.97B | |
| Current Liabilities | $255M | $241M | $314M | $256M | $226M | $223M | $289M | $263M | $223M | $212M | · | $256M | $234M | $212M | · | $239M | |
| Capital Leases | $83M | $83M | $88M | $94M | $95M | $94M | $97M | $84M | $86M | $90M | · | $96M | $73M | $77M | · | $88M | |
| Deferred Tax | $183M | $184M | $184M | $193M | $172M | $172M | $171M | $176M | $181M | $189M | · | $177M | $180M | $181M | · | $189M | |
| Other Non-current Liabilities | $64M | $24M | $31M | $40M | $33M | $21M | $29M | $29M | $25M | $28M | · | $34M | $32M | $35M | · | $33M | |
| Total Liabilities | $933M | $881M | $966M | $931M | $874M | $859M | $934M | $901M | $864M | $866M | · | $910M | $868M | $853M | · | $947M | |
| Long-term Debt | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | · | $348M | $348M | $348M | · | $398M | |
| Paid-in Capital | $8M | · | · | $6.0K | $6.0K | · | · | $0 | $0 | $0 | · | $15.0K | · | · | · | · | |
| Retained Earnings | $1.67B | $1.59B | $1.53B | $1.46B | $1.38B | $1.32B | $1.26B | $1.21B | $1.15B | $1.23B | · | $1.15B | $1.10B | $1.05B | · | $1.00B | |
| Treasury Stock | $974M | $930M | $873M | $807M | $807M | $742M | $633M | $623M | $596M | $548M | · | $473M | $404M | $360M | · | $377M | |
| AOCI | $-2M | $-2M | $6M | $5M | $16M | $-17M | $-32M | $888.0K | $-25M | $-25M | · | $-43M | $-22M | $-36M | · | $-87M | |
| Stockholders' Equity | $1.25B | $1.20B | $1.20B | $1.19B | $1.11B | $1.08B | $1.10B | $1.08B | $1.02B | $1.15B | $1.13B | $1.10B | $1.13B | $1.11B | $1.05B | $971M | |
| Liabilities + Equity | $2.33B | $2.14B | $2.23B | $2.18B | $2.15B | $2.00B | $2.08B | $2.04B | $1.91B | $2.09B | · | $2.08B | $2.06B | $2.00B | · | $1.97B |
Fluxo de Caixa
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $6M | $12M | $6M | $6M | $6M | $11M | $6M | $6M | $6M | $10M | $7M | $7M | $9M | $11M | $7M | $9M | |
| Deferred Tax | $-2M | $1M | $-9M | $21M | $-1M | $531.0K | $-4M | $-7M | $-7M | $3M | $8M | $-3M | $-1M | $-93.0K | $-12M | $-5M | |
| Amort. of Intangibles | $6M | $3M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | · | · | $3M | $3M | $3M | $3M | |
| Operating Cash Flow | $81M | $29M | $161M | $103M | $19M | $14M | $127M | $117M | $89M | $14M | $130M | $106M | $71M | $5M | $132M | $112M | |
| CapEx | $1M | $5M | $-426.0K | $1M | $786.0K | $972.0K | $505.0K | $-3M | $6M | $569.0K | $2M | $2M | $3M | $739.0K | $278.0K | $1M | |
| Investing Cash Flow | $-216M | $1M | $14M | $5M | $-16M | $-2M | $41M | $-8M | $4M | $28M | $-39M | $1M | $5M | $2M | $-31M | $-1M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Stock Repurchased | $64M | $65M | $77M | $21.0K | $66M | $120M | $23M | $29M | $46M | $39M | $65M | $64M | $41M | $7M | $7M | $7M | |
| Net Stock Activity | · | $-65M | · | · | · | $-120M | · | · | · | $-39M | · | · | · | · | · | · | |
| Dividends Paid | $29M | $26M | $26M | $26M | $27M | $25M | $25M | $26M | $110M | $24M | $24M | $25M | $25M | $24M | $24M | $24M | |
| Financing Cash Flow | $-77M | $-97M | $-98M | $30M | $-32M | $-138M | $-26M | $-52M | $-145M | $-64M | $-91M | $-68M | $-61M | $-22M | $-79M | $-43M | |
| Net Change in Cash | $-212M | $-70M | $78M | $135M | $-17M | $-120M | $129M | $68M | $-53M | $-23M | $6M | $34M | $19M | $-13M | $33M | $55M | |
| Free Cash Flow | · | $24M | · | · | · | $13M | · | · | · | $13M | · | · | · | · | · | · |
Lucratividade
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | · | · | 25.4% | |
| Net Margin | 20.8% | 20.1% | · | 22.2% | 21.4% | 23.9% | · | 21.4% | 5.2% | 18.9% | · | 18.6% | 16.7% | · | · | 18.2% | |
| Pretax Margin | 28.6% | 27.1% | · | 29.9% | 30.8% | 32.1% | · | 30.0% | 10.6% | 26.2% | · | 25.1% | 23.2% | · | · | 23.4% | |
| EBITDA Margin | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | · | · | 25.4% | |
| ROA | 4.7% | 4.7% | · | 4.9% | 4.5% | 5.0% | · | 4.2% | 1.1% | 3.7% | · | 3.7% | 3.6% | · | · | 3.5% | |
| ROE | 8.8% | 8.5% | · | 9.2% | 8.5% | 9.1% | · | 8.0% | 2.0% | 6.7% | · | 7.2% | 6.9% | 6.4% | · | 6.4% | |
| ROIC | 7.9% | 7.8% | · | 8.2% | 7.8% | 9.3% | · | 7.6% | 1.8% | 6.2% | · | 6.8% | 6.3% | · | · | 7.5% |
Liquidez e Solvência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 3.3 | · | 3.1 | 3.4 | 3.0 | · | 2.7 | 2.7 | 3.4 | · | 2.8 | 3.0 | · | · | 2.6 | |
| Quick Ratio | 1.2 | 2.1 | · | 2.0 | 1.6 | 1.7 | · | 1.4 | 1.4 | 1.7 | · | 1.5 | 1.5 | · | · | 1.5 |
Eficiência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | · | · | 0.2 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 6.6 |
Por Ação
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $6.99 | $6.59 | · | $6.34 | $5.66 | $5.46 | · | $5.19 | $5.03 | $4.91 | · | $4.81 | $5.10 | · | · | $4.52 | |
| Cash Flow / Share | · | $0.40 | · | · | · | $0.18 | · | · | · | $0.17 | · | · | · | · | · | · | |
| Dividend / Share | $0.38 | $0.34 | $0.34 | $0.34 | $0.34 | $0.31 | $0.31 | $0.31 | $1.31 | $0.28 | $0.28 | $0.28 | $0.28 | $0.27 | $0.27 | $0.27 | |
| EPS (TTM) | $5.37 | $5.15 | · | $4.83 | $4.55 | $3.59 | · | $3.10 | $2.90 | $3.51 | · | $3.07 | $2.99 | $2.82 | · | $2.74 |
Avaliação (TTM)
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.93B | $1.86B | · | $1.74B | $1.68B | $1.66B | · | $1.60B | $1.59B | $1.62B | · | $1.59B | $1.57B | $1.50B | · | $1.39B | |
| Net Income TTM | $412M | $399M | · | $381M | $364M | $294M | · | $266M | $253M | $304M | · | $273M | $268M | $253M | · | $252M | |
| P/E | 10.3 | 11.0 | · | 10.8 | 9.7 | 11.4 | · | 11.9 | 11.3 | 10.3 | · | 11.0 | 12.0 | 14.2 | · | 12.1 | |
| Earnings Yield | 9.7% | 9.1% | · | 9.3% | 10.3% | 8.8% | · | 8.4% | 8.8% | 9.7% | · | 9.1% | 8.3% | 7.0% | · | 8.3% | |
| Payout Ratio | · | 26.9% | · | · | · | 25.0% | · | · | · | 31.6% | · | · | · | · | · | · | |
| Annual Payout | $107M | $106M | · | $104M | $103M | $186M | · | $184M | $183M | $98M | · | $98M | $98M | $97M | · | $100M |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B |
| Margem Operacional % | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% |
| Lucro líquido | $403M | $268M | $299M | $239M | $270M |
| EPS Diluído | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 2.7 | 2.7 | 2.5 | 2.5 | 2.1 |
| Índice de Liquidez Seca | 1.9 | 1.7 | 1.3 | 1.5 | 1.1 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $295M | $343M | $304M | $320M | $160M |
Investidores institucionais (13F) 414 declarantes · $4.0B 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.
Detentores
414
Valor detido
$4.0B
Novas posições
42
Posições encerradas
48
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 42 (-32 vs trimestre anterior) | 48 (+12 vs trimestre anterior) | 126 (-13 vs trimestre anterior) | 138 (+19 vs trimestre anterior) | +3.4M |
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 | $429.345.164 | 8.245.538 | 10,83% | Ações |
| BlackRock, Inc. | $333.744.946 | 6.043.914 | 8,42% | Ações |
| FMR LLC | $257.540.523 | 4.663.900 | 6,50% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $242.816.421 | 4.397.255 | 6,13% | Ações |
| Schneider Downs Wealth Management Advisors, LP | $196.118.138 | 3.551.578 | 4,95% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $176.402.333 | 3.194.537 | 4,45% | Ações |
| FULLER & THALER ASSET MANAGEMENT, INC. | $147.441.635 | 2.670.077 | 3,72% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $146.164.137 | 2.646.942 | 3,69% | Ações |
| Invesco Ltd. | $139.323.924 | 2.523.070 | 3,52% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $135.893.406 | 2.460.945 | 3,43% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $125.094.584 | 2.265.174 | 3,16% | Ações |
| STATE STREET CORP | $102.283.399 | 1.852.289 | 2,58% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $93.491.595 | 1.692.774 | 2,36% | Ações |
| Allianz Asset Management GmbH | $84.759.278 | 1.534.938 | 2,14% | Ações |
| FIRST TRUST ADVISORS LP | $66.172.758 | 1.198.348 | 1,67% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $64.838.164 | 1.174.179 | 1,64% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $63.566.172 | 1.151.144 | 1,60% | Ações |
| Woodline Partners LP | $59.112.403 | 1.070.489 | 1,49% | Ações |
| CITADEL ADVISORS LLC | $54.266.075 | 982.725 | 1,37% | Ações |
| GOLDMAN SACHS GROUP INC | $48.547.946 | 879.173 | 1,22% | Ações |
| MORGAN STANLEY | $48.008.670 | 869.406 | 1,21% | Ações |
| Bank of New York Mellon Corp | $34.114.658 | 617.795 | 0,86% | Ações |
| JUPITER ASSET MANAGEMENT LTD | $32.163.055 | 582.453 | 0,81% | Ações |
| ALLIANCEBERNSTEIN L.P. | $30.930.825 | 545.421 | 0,78% | Ações |
| SPROTT INC. | $28.376.730 | 513.885 | 0,72% | Ações |
| Kestra Advisory Services, LLC | $26.084.650 | 472.377 | 0,66% | Ações |
| BANK OF AMERICA CORP /DE/ | $25.435.605 | 460.623 | 0,64% | Ações |
| NORTHERN TRUST CORP | $24.905.601 | 451.025 | 0,63% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $24.763.685 | 448.455 | 0,62% | Ações |
| AMERIPRISE FINANCIAL INC | $24.244.233 | 438.986 | 0,61% | Ações |
| FOUNDATION RESOURCE MANAGEMENT INC | $20.990.084 | 380.117 | 0,53% | Ações |
| HighTower Advisors, LLC | $20.809.209 | 376.842 | 0,53% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $18.183.946 | 329.300 | 0,46% | Ações |
| ROYCE & ASSOCIATES LP | $16.826.583 | 304.719 | 0,42% | Ações |
| UBS Group AG | $16.692.785 | 302.296 | 0,42% | Ações |
| TWO SIGMA ADVISERS, LP | $16.066.615 | 308.558 | 0,41% | Ações |
| ALPS ADVISORS INC | $15.091.350 | 273.295 | 0,38% | Ações |
| JPMORGAN CHASE & CO | $14.622.074 | 255.507 | 0,37% | Ações |
| MERCER GLOBAL ADVISORS INC /ADV | $13.852.812 | 250.866 | 0,35% | Ações |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.604.551 | 246.370 | 0,34% | Ações |
| AXA Investment Managers S.A. | $13.353.799 | 257.150 | 0,34% | Ações |
| FRANKLIN RESOURCES INC | $11.471.845 | 207.748 | 0,29% | Ações |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $10.577.888 | 191.559 | 0,27% | Ações |
| AMERICAN CENTURY COMPANIES INC | $9.285.353 | 168.152 | 0,23% | Ações |
| Brandywine Global Investment Management, LLC | $9.244.143 | 177.533 | 0,23% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9.232.067 | 167.187 | 0,23% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $9.036.753 | 163.650 | 0,23% | Ações |
| Cambria Investment Management, L.P. | $8.955.193 | 162.173 | 0,23% | Ações |
| Interval Partners, LP | $8.798.313 | 159.332 | 0,22% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8.766.572 | 155.298 | 0,22% | Ações |
Ativistas e proprietários de 5%+ 2 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Federated Hermes, Inc., Voting Shares Irrevocable Trust, Thomas R. Donahue, Ann C. Donahue, J. Christopher Donahue ×2 declarações | 28 de Outubro de 2025 | 19,32% | Declaração inicial | Investimento passivo | SEC |
| Federated Investors, Inc., Voting Shares Irrevocable Trust, John F. Donahue., Rhodora J. Donahue, J. Christopher Donahue. | 30 de Setembro 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 28 insiders · 13 diretores · 8 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| DONAHUE J CHRISTOPHER | Chairman, President & CEO | 5 de Março de 2026 A | 479.192 | 0 | 0 | $0 |
| Thomas R Donahue | VP, CFO & Treasurer | 18 de Maio de 2026 G | 560.292 | 0 | 1 | $-1.713.000 |
| Arthur L Cherry | President Federated Svcs Comp | 12 de Fevereiro de 2004 M | 618.243 | 0 | 0 | $0 |
| Peter J Germain | EVP, CLO & Sec. | 20 de Agosto de 2026 S | 207.059 | 0 | 5 | $-1.184.132 |
| Stephen Van Meter | VP, Chief Compliance Officer | 23 de Junho de 2026 S | 31.207 | 0 | 3 | $-159.463 |
| Paul A Uhlman | Vice President | 16 de Junho de 2026 S | 296.821 | 0 | 6 | $-5.462.103 |
| Bryan M Burke | Vice President | 7 de Maio de 2026 S | 74.921 | 0 | 1 | $-216.800 |
| Theodore W Zierden III | Vice President | 5 de Março de 2026 A | 160.750 | 0 | 1 | $-178.013 |
| Dolores D Dudiak | Vice President | 5 de Março de 2026 A | 85.540 | 0 | 2 | $-309.022 |
| Richard A Novak | Principal Accounting Officer | 5 de Março de 2026 A | 45.209 | 0 | 3 | $-882.242 |
| John B Fisher | Vice President | 19 de Novembro de 2025 S | 463.615 | 0 | 1 | $-365.631 |
| Gordon J Ceresino | Vice Chairman | 8 de Abril de 2024 G | 34.742 | 0 | 0 | $0 |
| Eugene F Maloney | Executive Vice President | 2 de Novembro de 2018 S | 25.721 | 0 | 0 | $0 |
| Karen Hanlon | Conselheiro | 1 de Maio de 2026 A | 6.800 | 0 | 0 | $0 |
| Marie Milie Jones | Conselheiro | 1 de Maio de 2026 A | 27.950 | 0 | 0 | $0 |
| Joseph C Bartolacci | Conselheiro | 1 de Maio de 2026 A | 22.450 | 0 | 0 | $0 |
| Michael J Farrell | Conselheiro | 26 de Abril de 2024 A | 52.050 | 0 | 0 | $0 |
| Saker Anwar Nusseibeh | · | 4 de Agosto de 2026 S | 144.246 | 0 | 9 | $-2.565.829 |
| John W Mcgonigle | · | 7 de Junho de 2017 G | 234.833 | 0 | 0 | $0 |
| Thomas E Territ | · | 2 de Agosto de 2016 S | 378.847 | 0 | 0 | $0 |
| David M Kelly | · | 29 de Abril de 2016 A | 33.300 | 0 | 0 | $0 |
| Brian P Bouda | · | 6 de Março de 2015 A | 31.908 | 0 | 0 | $0 |
| DONAHUE JOHN F | · | 25 de Setembro de 2014 S | 458.385 | 0 | 0 | $0 |
| Edward G Oconnor | · | 25 de Abril de 2013 A | 7.044 | 0 | 0 | $0 |
| Denis Mcauley III | · | 2 de Março de 2012 A | 44.049 | 0 | 0 | $0 |
| James L Murdy | · | 29 de Setembro de 2010 S | 8.350 | 0 | 0 | $0 |
| James F Getz | · | 3 de Março de 2006 S | 495.231 | 0 | 0 | $0 |
| Keith M Schappert | · | 4 de Março de 2005 A | 52.067 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 53 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 |
|---|---|---|---|---|
| PFI · Invesco Exchange-Traded Fund Trust | 2,24% | 22.012 SH | 1 de Outubro de 2026 | Diário |
| AZTD · Tidal Trust I | 2,10% | 13.244 NS | 31 de Julho de 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,26% | 109.817 SH | 1 de Outubro de 2026 | Diário |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,07% | 129.945 SH | 1 de Outubro de 2026 | Diário |
| SYLD · Cambria ETF Trust | 0,99% | 163.541 NS | 31 de Julho de 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0,88% | 77.790 SH | 1 de Outubro de 2026 | Diário |
| RFG · Invesco Exchange-Traded Fund Trust | 0,79% | 46.424 SH | 1 de Outubro de 2026 | Diário |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,70% | 665.024 SH | 1 de Outubro de 2026 | Diário |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,52% | 49.865 NS | 31 de Julho de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,46% | 4.750 NS | 31 de Julho de 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,40% | 43.516 NS | 31 de Julho de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,24% | 2.115 NS | 31 de Julho de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,22% | 33.038 NS | 31 de Julho de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,21% | 71.460 SH | 19 de Agosto de 2026 | Diário |
| BKSE · BNY Mellon ETF Trust | 0,19% | 2.742 NS | 31 de Julho de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 20.586 NS | 31 de Julho de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,16% | 37.307 NS | 31 de Julho de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,16% | 14.974 NS | 31 de Julho de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 62.907 NS | 31 de Julho de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,14% | 10.033 SH | 1 de Outubro de 2026 | Diário |
| PTMC · Pacer Funds Trust | 0,12% | 7.965 NS | 31 de Julho de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 116.853 SH | 19 de Agosto de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,10% | 267.416 NS | 31 de Julho de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,09% | 1.063 NS | 31 de Julho de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,08% | 1.049.608 SH | 19 de Agosto de 2026 | Diário |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,07% | 16.635 SH | 1 de Outubro de 2026 | Diário |
| ISCG · iShares Trust | 0,06% | 8.802 SH | 11 de Setembro de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,05% | 4.606 NS | 31 de Julho de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 830.851 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,05% | 1.654.576 SH | 19 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,05% | 117.251 SH | 19 de Agosto de 2026 | Diário |
| FNCL · FIDELITY COVINGTON TRUST | 0,05% | 19.225 NS | 31 de Julho de 2026 | N-PORT |
| WSML · iShares Trust | 0,04% | 4.864 SH | 11 de Setembro de 2026 | Diário |
| TILT · FlexShares Trust | 0,04% | 15.010 NS | 31 de Julho de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,03% | 637 NS | 31 de Julho de 2026 | N-PORT |
| DIVB · iShares Trust | 0,03% | 9.165 SH | 11 de Setembro de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,02% | 182.013 NS | 31 de Julho de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 8.597 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 9.901 NS | 31 de Julho de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 22.695 SH | 1 de Outubro de 2026 | Diário |
| IUSG · iShares Trust | 0,01% | 66.117 SH | 11 de Setembro de 2026 | Diário |
| DFAU · Dimensional ETF Trust | 0,01% | 23.780 NS | 31 de Julho de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2.289.446 SH | 19 de Agosto de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,01% | 22.764 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 101.108 SH | 11 de Setembro de 2026 | Diário |
| DFUV · Dimensional ETF Trust | 0,00% | 7.968 NS | 31 de Julho de 2026 | N-PORT |
| IJH · iShares Trust | · | 2.539.318 SH | 11 de Setembro de 2026 | Diário |
| IJK · iShares Trust | · | 420.001 SH | 11 de Setembro de 2026 | Diário |
| XJH · iShares Trust | · | 9.920 SH | 8 de Setembro de 2026 | Diário |
| ISCB · iShares Trust | · | 3.478 SH | 11 de Setembro de 2026 | Diário |
| ISCV · iShares Trust | · | 11.646 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 93.167 SH | 11 de Setembro de 2026 | Diário |
| SMMV · iShares Trust | · | 4.441 SH | 1 de Setembro de 2026 | Diário |
FHI Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
classificação · 15 analistas
MANTER
Alvo mediano
$62.00
+10,6%
0 0,0%
Compra forte
1 6,7%
Compra
8 53,3%
Manter
5 33,3%
Venda
1 6,7%
Venda forte
Preço-alvo de 12 meses
7 analistas · 2026-09-30Alvo médio $61.00 +8,8%
Agora
Preço atual $56.07
Mín$55.00
Média$61.00
Máx$64.00
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 |
|---|---|---|---|---|---|---|
| FHI | · | 10.2 | 10.3% | 22.4% | 34.9% | · |
| MAIN | $5.43B | 15.3 | · | · | 16.8% | · |
| OBDC | $6.21B | 10.0 | · | · | 8.3% | · |
| HLNE | · | · | 6.5% | 32.8% | 30.5% | · |
| OTF | $6.75B | 7.9 | · | · | 9.0% | · |
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | · |
| AAMI | · | 21.3 | 11.5% | 14.2% | · | · |
| AB | · | · | · | · | · | · |
| GBDC | $3.64B | 9.6 | · | · | 9.4% | · |
| HTGC | · | · | · | · | · | · |
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
Nenhum sinal aberto no momento — nenhum cartão está preenchido, e isso é honesto.
Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos
Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.
Sua seleção é salva e acompanha você em todos os tickers.
Fonte: SEC 10-Q arquivado Jul 31, 2026