HURN Huron Consulting Group Inc. - Common Stock
$157,26
Preço · Ago 19, 2026
Fundamentais a partir de Jul 28, 2026
Intervalo 52 Semanas
$85–$187
71% of range
Classificação do Analista
STRONG BUY
11 analysts
Preço-Alvo
$191
+21% upside
P/E (TTM)
29.6
ROE
20.9%
Margem de Lucro Líquido
6.2%
Sobre Huron Consulting Group Inc. - Common Stock Visão geral da empresa da Wikipedia
Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.
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Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.
History
Huron was founded in May 2002 in Chicago, Illinois, by a group of former employees of Arthur Andersen in the wake of that firm's high-profile collapse. The firm's headquarters remain in Chicago and it has 25 global locations across North America, Europe and Asia Pacific.
In May 2004, Huron filed a registration statement with the Securities and Exchange Commission (SEC) relating to the initial public offering of its common stock. Huron Consulting Group Inc., the holding company, became a public company trading common stock on the NASDAQ Global Select Market exchange under the ticker "HURN" in October 2004.
In 2010, Huron acquired Click Commerce, a supplier of software-based applications and professional services to academic medical centers and research institutions. Terms of the acquisition were not disclosed.
In September 2013, Huron acquired Blue Stone International, LLC, a provider of Oracle Corporation professional services. Under the terms of the agreement, Huron acquired the assets of Blue Stone for $30 million in cash.
Huron acquired three other companies in 2014, Threshold Consulting, Inc., a consulting firm that provides customer relationship management consulting, cloud-based software as a service applications, business intelligence tools and data warehousing; Vonlay, LLC, a healthcare technology consulting firm; and The Frankel Group Associates LLC, a life sciences consulting firm.
In 2015, Huron acquired a number of other companies: the India affiliate of Rittman Mead Consulting Ltd., Rittman Mead India, a data and analytics consulting firm that specializes in the implementation of enterprise performance management and analytics systems; Cloud62, a firm specializing in complex Salesforce.com implementations and related cloud-based applications Studer Group, a professional services firm that consults with healthcare providers on clinical outcomes and financial results;, and Sky Analytics, a Massachusetts-based provider of legal software for corporate law departments.
In February 2016 Huron acquired MyRounding, a firm specializing in digital health products. In May 2016, Huron acquired ADI Strategies, Inc., an enterprise performance management and business intelligence firm, while in July of that year Huron acquired Healthcare Services Management, Inc. (HSM), a healthcare information technology consultant.
In January 2017, Huron acquired Pope Woodhead & Associates, a UK-based life sciences firm.
Huron launched a college athletics business in 2020, consulting schools on finance, budgeting, conference realignment and fundraising.
In January 2022, Huron acquired AIMDATA, LLC, an enterprise information data consulting firm who specialize in Boomi.
Controversies
In 2009, the U.S. Securities and Exchange Commission (SEC) announced an investigation in Huron for a series of major accounting errors dating over several years. Six related shareholder class-action lawsuits were also filed against the company. On July 31, 2009, Huron announced that the company would restate its financial statements for 2006, 2007, 2008, and first quarter 2009. The chairman of the board and CEO Gary Holdren, CFO Gary Burge, and Chief Accounting Officer Wayne Lipski all resigned.
In 2010, Huron reached a settlement in its shareholder lawsuits in return for a payment of $38m. On July 19, 2012, Huron announced it had reached a final settlement with the SEC resolving the previously disclosed SEC investigation into the Company's August 2009 restatement of its financial statements for the years ended 2006, 2007 and 2008 and the first quarter of 2009. The Company agreed to the settlement without admitting or denying the SEC's findings, but also agreed to pay a $1m civil fine.
Huron's role in higher education restructuring has attracted criticism. The company advocates for using post-Hurricane Katrina dispossessions as a model for how universities should operate, in the form of staff and faculty layoffs, program closures, salary reductions, and hiring freezes. Peter Stokes, Managing Director of Huron's Higher Education Practice, has argued that higher education institutions should align their curriculums with corporate needs.
Huron's austerity-based recommendations led to major layoffs and the termination of many non-STEM programs at the University of Wisconsin in 2017, the University of New Hampshire in 2019, and the New School in 2022. In 2023, faculty at West Virginia University stated that Huron had provided "ill-informed consulting and faulty data" which contributed to the institution's major budget shortfall, debt crisis, and program cuts.
== References ==
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
HURN Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$157.25
Capitalização de Mercado
—
P/E (TTM)
29.6
EPS (TTM)
$5.84
Receita (TTM)
$1.70B
Rendimento div.
—
ROE
20.9%
Dívida/Capital
1.0
Intervalo 52 Semanas
$85 – $187
HURN Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Configure
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita e Lucro Líquido
$1.70B
2016-12-31
→
2025-12-31
EPS
$5.84
2016-12-31
→
2025-12-31
Fluxo de caixa livre
$183M
2016-12-31
→
2025-12-31
Margens
6.2%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
HURN
Mediana de Pares
P/E (TTM)
29.6
23.3
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
HURN
Mediana de Pares
Operating Margin (Margem Operacional)
10.5%
—
Net Profit Margin (Margem de Lucro Líquido)
6.2%
5.9%
ROA
7.3%
4.1%
ROE
20.9%
15.1%
ROIC
13.4%
—
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
HURN
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
1.0
—
Current Ratio (Índice de liquidez corrente)
1.2
2.3
Quick Ratio (Índice de Liquidez Seca)
0.6
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
HURN
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
11.7%
—
Revenue CAGR 3Y (CAGR Receita 3A)
13.6%
—
Revenue CAGR 5Y (CAGR Receita 5A)
14.3%
—
EPS YoY
-6.9%
—
Net Income YoY (Lucro Líquido Ano a Ano)
-9.9%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
HURN
Mediana de Pares
HURN Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
11 analistas
- Compra forte 5 45,5%
- Compra 5 45,5%
- Manter 1 9,1%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
4 analistas · 2026-08-17
Mediana
$194.00
← Abaixo de todos os alvos
$157.25
Mín
$160.00
Máx
$215.00
Alvo mediano
$194.00
+23,4%
Alvo médio
$190.75
+21,3%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.21%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $2.46 | $2.22 | 0.24% |
| 31 de Março de 2026 | $1.73 | $1.64 | 0.09% |
| 31 de Dezembro de 2025 | $2.17 | $1.99 | 0.18% |
| 30 de Setembro de 2025 | $2.10 | $1.91 | 0.19% |
| 30 de Junho de 2025 | $1.89 | $1.83 | 0.06% |
| 31 de Março de 2025 | $1.68 | $1.18 | 0.50% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| HURN | — | 29.6 | 11.7% | 6.2% | 20.9% | — |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| FCN | $5.27B | 20.7 | 2.4% | 7.1% | 14.9% | 32.1% |
| EXPO | — | 33.9 | 4.2% | 18.2% | 25.9% | — |
| CBZ | $2.74B | 27.6 | 52.1% | 4.2% | — | 12.9% |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
| TIC | — | — | — | — | — | — |
| ICFI | $1.56B | 17.2 | -7.3% | 4.9% | 9.0% | — |
| BKSY | — | -9.0 | 4.4% | — | — | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.70B | $1.52B | $1.40B | $1.16B | $927M | $871M | $965M | $878M | $808M | $798M | $769M | $702M | |
| Cost of Revenue | · | · | · | · | $662M | $625M | $670M | $609M | $455M | $524M | $489M | $463M | |
| SG&A Expense | $318M | $287M | $258M | $210M | $178M | $171M | $203M | $181M | $175M | $160M | $158M | $133M | |
| Operating Expenses | $1.52B | $1.35B | $1.27B | $1.06B | $874M | $900M | $232M | $217M | $474M | $199M | $177M | $150M | |
| Operating Income | $179M | $169M | $125M | $100M | $53M | $-29M | $64M | $52M | $-207M | $74M | $103M | $88M | |
| Other Non-op | $-9M | $11M | $-22M | $21M | $35M | $4M | $4M | $-8M | $4M | $1M | $-2M | $400.0K | |
| Pretax Income | $135M | $154M | $84M | $109M | $80M | $-34M | $52M | $25M | $-223M | $59M | $84M | $80M | |
| Income Tax | $30M | $37M | $21M | $33M | $17M | $-10M | $11M | $11M | $-52M | $20M | $22M | $33M | |
| Net Income | $105M | $117M | $62M | $76M | $63M | $-24M | $42M | $14M | $-170M | $38M | $59M | $79M | |
| EPS (Basic) | $6.02 | $6.52 | $3.32 | $3.73 | $2.94 | $-1.09 | $1.90 | $0.63 | $-7.93 | $1.78 | $2.67 | $3.52 | |
| EPS (Diluted) | $5.84 | $6.27 | $3.19 | $3.64 | $2.89 | $-1.09 | $1.85 | $0.62 | $-7.93 | $1.76 | $2.61 | $3.45 | |
| Shares (Basic) | 17,445,000 | 17,894,000 | 18,832,000 | 20,249,000 | 21,439,000 | 21,882,000 | 21,993,000 | 21,706,000 | 21,439,000 | 21,084,000 | 22,136,000 | 22,431,000 | |
| Shares (Diluted) | 17,991,000 | 18,613,000 | 19,601,000 | 20,746,000 | 21,809,000 | 21,882,000 | 22,507,000 | 22,058,000 | 21,439,000 | 21,424,000 | 22,600,000 | 22,925,000 | |
| EBITDA | $211M | $194M | $150M | $127M | $79M | $1M | $98M | $91M | $-157M | $121M | $162M | $154M |
Balanço Patrimonial 24
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $25M | $22M | $12M | $12M | $21M | $67M | $12M | $33M | $17M | $17M | $58M | $257M | |
| Receivables | $187M | $198M | $163M | $148M | $122M | $88M | $117M | $110M | $102M | $94M | $85M | $76M | |
| Prepaid Expense | $34M | $28M | $28M | $26M | $15M | $17M | $14M | $14M | $11M | $13M | $28M | · | |
| Current Assets | $449M | $409M | $400M | $328M | $258M | $231M | $225M | $233M | $191M | $180M | $228M | $486M | |
| PP&E (Net) | $23M | $22M | $24M | $26M | $31M | $29M | $38M | $40M | $46M | $32M | $29M | $31M | |
| PP&E (Gross) | $71M | $75M | $84M | $84M | $94M | $90M | $119M | $123M | $116M | $100M | $94M | $124M | |
| Accum. Depreciation | $47M | $53M | $61M | $58M | $63M | $61M | $80M | $83M | $70M | $68M | $65M | $93M | |
| Goodwill | $787M | $679M | $626M | $625M | $621M | $594M | $647M | $645M | $646M | $800M | $751M | $515M | |
| Intangibles | $73M | $26M | $18M | $23M | $32M | $20M | $32M | $48M | $72M | $81M | $95M | $22M | |
| Other Non-current Assets | $135M | $117M | $92M | $73M | $68M | $62M | $52M | $31M | $25M | $25M | $21M | $20M | |
| Total Assets | $1.53B | $1.34B | $1.26B | $1.20B | $1.12B | $1.05B | $1.10B | $1.05B | $1.04B | $1.15B | $1.16B | $1.16B | |
| Accounts Payable | $12M | $12M | $10M | $14M | $14M | $648.0K | $8M | $10M | $9M | $7M | $7M | $11M | |
| Accrued Liabilities | $38M | $27M | $33M | $27M | $23M | $15M | $19M | $17M | $20M | $20M | $24M | $17M | |
| Current Liabilities | $383M | $339M | $303M | $246M | $205M | $187M | $205M | $418M | $139M | $136M | $131M | $176M | |
| Capital Leases | $24M | $30M | $39M | $46M | $54M | $62M | $69M | $0 | · | · | · | · | |
| Deferred Tax | $37M | $28M | $28M | $32M | $12M | $428.0K | $8M | $732.0K | $1M | $36M | $35M | $27M | |
| Long-term Debt | $510M | $357M | $324M | $290M | $233M | $203M | $209M | $297M | $343M | $292M | $307M | $357M | |
| Total Debt | $510M | $357M | $324M | $290M | $233M | $203M | $209M | $297M | $343M | $292M | $312M | $357M | |
| Common Stock | $205.0K | $208.0K | $212.0K | $223.0K | $239.0K | $246.0K | $247.0K | $244.0K | $241.0K | $235.0K | $241.0K | $241.0K | |
| Retained Earnings | $637M | $532M | $415M | $353M | $277M | $214M | $238M | $196M | $180M | $351M | $314M | $255M | |
| Treasury Stock | $190M | $160M | $142M | $138M | $136M | $130M | $128M | $125M | $122M | $113M | $104M | $94M | |
| AOCI | $-6M | $12M | $23M | $18M | $17M | $13M | $15M | $16M | $10M | $4M | $4M | $-3M | |
| Stockholders' Equity | $529M | $561M | $533M | $552M | $572M | $552M | $585M | $541M | $503M | $648M | $652M | $601M | |
| Liabilities + Equity | $1.53B | $1.34B | $1.26B | $1.20B | $1.12B | $1.05B | $1.10B | $1.05B | $1.04B | $1.15B | $1.16B | $1.16B |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $25M | $25M | $27M | $26M | $30M | $34M | $39M | $50M | $47M | $58M | $31M | |
| Stock-based Comp | $47M | $45M | $46M | $31M | $26M | $24M | $24M | $19M | $15M | $17M | $21M | $20M | |
| Deferred Tax | $11M | $3M | $-6M | $19M | $12M | $-10M | $9M | $11M | $-54M | $1M | $14M | $12M | |
| Amort. of Intangibles | $11M | $6M | $8M | $11M | $9M | $13M | $18M | $24M | $35M | $33M | $29M | $9M | |
| Restructuring | $9M | $10M | $12M | $10M | $12M | $21M | $2M | $4M | $6M | $10M | $3M | $3M | |
| Other Non-cash | $-1M | $12M | $8M | $-67M | $-109M | $116M | $23M | $19M | $259M | $26M | $12M | $3M | |
| Operating Cash Flow | $193M | $201M | $135M | $85M | $18M | $137M | $132M | $102M | $100M | $129M | $168M | $146M | |
| CapEx | $10M | $9M | $9M | $13M | $11M | $8M | $13M | $9M | $24M | $14M | $19M | $26M | |
| Investing Cash Flow | $-146M | $-80M | $-37M | $-20M | $-20M | $-42M | $-35M | $-19M | $-129M | · | · | · | |
| Net Debt Issued | $-955M | $-710M | $-320M | $-257M | $-205M | $-289M | $-193M | $-260M | $-241M | $-224M | $-366M | $-154M | |
| Stock Repurchased | $167M | $123M | $123M | $120M | $65M | $27M | $13M | $0 | · | · | · | · | |
| Net Stock Activity | $-167M | $-123M | $-123M | $-120M | $-65M | $-27M | · | · | · | · | · | · | |
| Financing Cash Flow | $-45M | $-112M | $-98M | $-74M | $-44M | $-40M | $-119M | $-67M | $29M | · | · | · | |
| Net Change in Cash | $3M | $10M | $315.0K | $-9M | $-46M | $56M | $-22M | $16M | $-118.0K | $-41M | $-198M | $199M | |
| Taxes Paid | $27M | $30M | $34M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $183M | $193M | $126M | $73M | $7M | $129M | $119M | $93M | $75M | $114M | $146M | $121M |
Lucratividade 7
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.5% | 11.1% | 9.0% | 8.6% | 5.7% | -3.3% | 6.6% | 5.9% | -25.7% | 9.3% | 13.5% | 13.8% | |
| Net Margin | 6.2% | 7.7% | 4.5% | 6.5% | 6.8% | -2.7% | 4.3% | 1.6% | -21.1% | 4.7% | 7.7% | 8.9% | |
| Pretax Margin | 8.0% | 10.1% | 6.0% | 9.4% | 8.6% | -3.9% | 5.4% | 2.9% | -27.6% | 7.4% | 10.9% | 12.9% | |
| EBITDA Margin | 12.4% | 12.8% | 10.7% | 11.0% | 8.5% | 0.16% | 10.2% | 10.4% | -19.5% | 15.2% | 21.0% | 17.3% | |
| ROA | 7.3% | 8.9% | 5.1% | 6.5% | 5.8% | -2.2% | 3.9% | 1.3% | -15.5% | 3.2% | 5.1% | 7.7% | |
| ROE | 20.9% | 21.5% | 11.5% | 13.6% | 11.4% | -4.3% | 7.1% | 2.5% | -29.5% | 5.8% | 9.4% | 14.0% | |
| ROIC | 13.4% | 13.9% | 10.9% | 8.2% | 5.2% | -2.7% | 6.4% | 3.4% | -18.8% | 5.3% | 8.0% | 8.9% |
Liquidez e Solvência 4
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.2 | 1.1 | 0.6 | 1.4 | 1.3 | 1.7 | 2.8 | |
| Quick Ratio | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | 0.8 | 0.6 | 0.3 | 0.9 | 0.8 | 1.1 | 2.0 | |
| Debt / Equity | 1.0 | 0.6 | 0.6 | 0.5 | 0.4 | 0.4 | 0.4 | 0.5 | 0.7 | 0.5 | 0.5 | 0.6 | |
| LT Debt / Equity | 0.9 | 0.6 | 0.6 | 0.5 | 0.4 | 0.4 | 0.4 | 0.1 | 0.7 | 0.5 | 0.5 | 0.5 |
Eficiência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.2 | 1.1 | 1.0 | 0.9 | 0.8 | 0.9 | 0.8 | 0.7 | 0.7 | 0.7 | 0.9 | |
| Receivables Turnover | 8.8 | 8.4 | 9.0 | 8.6 | 8.8 | 8.6 | 8.5 | 8.3 | 8.2 | 8.9 | 9.5 | 8.0 |
Taxas de Crescimento 7
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.7% | 8.8% | 20.7% | 25.0% | 6.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 13.6% | 18.0% | 17.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -6.9% | 96.5% | -12.4% | 25.9% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 17.1% | 29.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -9.9% | 86.7% | -17.3% | 20.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.6% | 22.8% | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 4
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.70B | $1.52B | $1.40B | $1.16B | $927M | $871M | $965M | $878M | $808M | $798M | $769M | $702M | |
| Net Income TTM | $105M | $117M | $62M | $76M | $63M | $-24M | $42M | $14M | $-170M | $38M | $59M | $79M | |
| P/E | 29.6 | 19.8 | 32.2 | 19.9 | 17.3 | -54.1 | 37.1 | 82.8 | -5.1 | 28.8 | 22.8 | 19.8 | |
| Earnings Yield | 3.4% | 5.1% | 3.1% | 5.0% | 5.8% | -1.8% | 2.7% | 1.2% | -19.6% | 3.5% | 4.4% | 5.0% |
Demonstração de Resultados 13
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $475M | $452M | $442M | $441M | $412M | $404M | $399M | $378M | $381M | $363M | $350M | $367M | $355M | $326M | $321M | $292M | |
| SG&A Expense | $90M | $85M | $80M | $81M | $80M | $77M | $72M | $70M | $71M | $73M | $67M | $64M | $65M | $62M | $61M | $54M | |
| Operating Expenses | $425M | $415M | $392M | $391M | $366M | $371M | $352M | $336M | $322M | $343M | $320M | $330M | $315M | $308M | $296M | $263M | |
| Operating Income | $50M | $37M | $50M | $50M | $46M | $33M | $47M | $42M | $59M | $20M | $30M | $37M | $40M | $18M | $25M | $29M | |
| Other Non-op | $5M | $-626.0K | $1M | $4M | $-9M | $-6M | $5M | $2M | $646.0K | $3M | $-24M | $-1M | $1M | $2M | $2M | $-785.0K | |
| Pretax Income | $43M | $27M | $43M | $43M | $28M | $21M | $47M | $38M | $52M | $18M | $2M | $31M | $35M | $16M | $23M | $25M | |
| Income Tax | $12M | $4M | $13M | $12M | $8M | $-3M | $13M | $10M | $15M | $-446.0K | $-1M | $10M | $10M | $2M | $6M | $8M | |
| Net Income | $31M | $23M | $31M | $30M | $19M | $25M | $34M | $27M | $37M | $18M | $3M | $22M | $25M | $13M | $17M | $18M | |
| EPS (Basic) | $1.93 | $1.37 | $1.77 | $1.75 | $1.12 | $1.38 | $1.90 | $1.53 | $2.10 | $0.99 | $0.17 | $1.15 | $1.30 | $0.70 | $0.89 | $0.88 | |
| EPS (Diluted) | $1.91 | $1.34 | $1.71 | $1.71 | $1.09 | $1.33 | $1.82 | $1.47 | $2.03 | $0.95 | $0.14 | $1.10 | $1.27 | $0.68 | $0.85 | $0.86 | |
| Shares (Basic) | 16,208,000 | 16,984,000 | -35,036,000 | 17,340,000 | 17,320,000 | 17,821,000 | -35,943,000 | 17,754,000 | 17,887,000 | 18,196,000 | -37,996,000 | 18,770,000 | 18,939,000 | 19,119,000 | -41,292,000 | 20,109,000 | |
| Shares (Diluted) | 16,387,000 | 17,406,000 | -36,050,000 | 17,794,000 | 17,772,000 | 18,475,000 | -37,255,000 | 18,471,000 | 18,454,000 | 18,943,000 | -39,059,000 | 19,475,000 | 19,486,000 | 19,699,000 | -42,003,000 | 20,615,000 | |
| EBITDA | $50M | $46M | · | $50M | $46M | $40M | · | $42M | $59M | $26M | · | $37M | $40M | $25M | · | $29M |
Balanço Patrimonial 24
| 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 | $31M | $26M | $25M | $24M | $61M | $23M | $22M | $18M | $18M | $19M | · | $9M | $17M | $12M | · | $9M | |
| Receivables | $204M | $209M | $187M | $202M | $193M | $201M | $198M | $205M | $181M | $215M | · | $166M | $152M | $147M | · | $167M | |
| Prepaid Expense | $41M | $35M | $34M | $36M | $30M | $28M | $28M | $28M | $40M | $35M | · | $32M | $30M | $29M | · | $26M | |
| Current Assets | $530M | $515M | $449M | $475M | $490M | $440M | $409M | $438M | $436M | $451M | · | $406M | $380M | $362M | · | $324M | |
| PP&E (Net) | $28M | $24M | $23M | $22M | $20M | $21M | $22M | $22M | $23M | $25M | · | $23M | $23M | $24M | · | $26M | |
| PP&E (Gross) | · | · | $71M | · | · | · | $75M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $47M | · | · | · | $53M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $805M | $787M | $787M | $782M | $739M | $685M | $679M | $648M | $647M | $647M | $626M | $626M | $625M | $625M | $625M | $624M | |
| Intangibles | $81M | $69M | $73M | $72M | $52M | $27M | $26M | $23M | $24M | $26M | · | $20M | $19M | $21M | · | $25M | |
| Other Non-current Assets | $143M | $135M | $135M | $135M | $125M | $119M | $117M | $111M | $106M | $100M | · | $87M | $84M | $80M | · | $66M | |
| Total Assets | $1.64B | $1.59B | $1.53B | $1.54B | $1.48B | $1.36B | $1.34B | $1.33B | $1.33B | $1.35B | · | $1.28B | $1.26B | $1.24B | · | $1.19B | |
| Accounts Payable | $17M | $12M | $12M | $12M | $11M | $20M | $12M | $8M | $10M | $14M | · | $12M | $10M | $10M | · | $15M | |
| Accrued Liabilities | $59M | $43M | $38M | $38M | $28M | $29M | $27M | $26M | $26M | $37M | · | $32M | $27M | $29M | · | $32M | |
| Current Liabilities | $310M | $232M | $383M | $330M | $247M | $211M | $339M | $271M | $226M | $188M | · | $265M | $200M | $148M | · | $196M | |
| Capital Leases | $22M | $21M | $24M | $27M | $25M | $27M | $30M | $33M | $36M | $37M | · | $39M | $41M | $43M | · | $48M | |
| Deferred Tax | $42M | $40M | $37M | $34M | $25M | $24M | $28M | $29M | $27M | $29M | · | $34M | $35M | $33M | · | $22M | |
| Long-term Debt | $833M | $855M | $510M | $610M | $657M | $575M | $357M | $442M | $510M | $573M | · | · | · | · | · | $341M | |
| Total Debt | $833M | $855M | · | $610M | $657M | $575M | · | $442M | $510M | $573M | · | $358M | $395M | $447M | · | $341M | |
| Common Stock | $194.0K | $198.0K | $205.0K | $205.0K | $205.0K | $208.0K | $208.0K | $207.0K | $208.0K | $212.0K | · | $215.0K | $218.0K | $220.0K | · | $225.0K | |
| Retained Earnings | $599M | $608M | $637M | $606M | $576M | $556M | $532M | $498M | $471M | $433M | · | $412M | $391M | $366M | · | $335M | |
| Treasury Stock | $210M | $210M | $190M | $190M | $189M | $189M | $160M | $160M | $160M | $160M | · | $142M | $141M | $141M | · | $137M | |
| AOCI | $-8M | $-7M | $-6M | $-7M | $-5M | $-329.0K | $12M | $10M | $14M | $22M | $23M | $21M | $23M | $20M | $18M | $21M | |
| Stockholders' Equity | $385M | $397M | $529M | $500M | $475M | $494M | $561M | $523M | $501M | $496M | $533M | $553M | $552M | $529M | $552M | $556M | |
| Liabilities + Equity | $1.64B | $1.59B | $1.53B | $1.54B | $1.48B | $1.36B | $1.34B | $1.33B | $1.33B | $1.35B | · | $1.28B | $1.26B | $1.24B | · | $1.19B |
Fluxo de Caixa 14
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $9M | $9M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | |
| Stock-based Comp | $13M | $16M | $10M | $11M | $10M | $15M | $11M | $9M | $11M | $14M | $10M | $12M | $12M | $12M | $8M | $8M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | |
| Restructuring | $410.0K | $663.0K | $4M | $4M | $560.0K | $1M | $2M | $3M | $2M | $2M | $2M | $5M | $2M | $2M | $5M | $1M | |
| Other Non-cash | · | $-211M | · | · | · | $-154M | · | · | · | $-169M | · | · | · | $-123M | · | · | |
| Operating Cash Flow | $120M | $-162M | $126M | $94M | $80M | $-107M | $140M | $85M | $107M | $-131M | $80M | $69M | $78M | $-92M | $91M | $44M | |
| CapEx | $5M | $6M | $3M | $4M | $2M | $2M | $3M | $2M | $2M | $1M | $4M | $1M | $2M | $2M | $3M | $3M | |
| Investing Cash Flow | $-40M | $-8M | $-13M | $-63M | $-55M | $-15M | $-32M | $-8M | $-9M | $-31M | $-11M | $-10M | $-6M | $-10M | $-9M | $-3M | |
| Net Debt Issued | · | $-68M | · | · | · | $-109M | · | · | · | $-316M | · | · | · | $-44M | · | · | |
| Stock Repurchased | $54M | $153M | $14M | $19M | $69M | $65M | $18M | $7M | $36M | $61M | $34M | $29M | $15M | $45M | $25M | $43M | |
| Net Stock Activity | · | $-153M | · | · | · | $-65M | · | · | · | $-61M | · | · | · | $-45M | · | · | |
| Financing Cash Flow | $-76M | $172M | $-113M | $-68M | $12M | $124M | $-104M | $-76M | $-99M | $168M | $-67M | $-66M | $-68M | $102M | $-79M | $-44M | |
| Net Change in Cash | $5M | $2M | $619.0K | $-37M | $38M | $1M | $3M | $851.0K | $-996.0K | $6M | $3M | $-7M | $5M | $192.0K | $3M | $-3M | |
| Free Cash Flow | · | $-168M | · | · | · | $-109M | · | · | · | $-132M | · | · | · | $-94M | · | · |
Lucratividade 7
| 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 | 10.6% | 8.1% | · | 11.3% | 11.1% | 8.1% | · | 11.2% | 15.6% | 5.5% | · | 10.2% | 11.2% | 5.7% | · | 10.0% | |
| Net Margin | 6.6% | 5.1% | · | 6.9% | 4.7% | 6.1% | · | 7.2% | 9.8% | 5.0% | · | 5.9% | 7.0% | 4.1% | · | 6.1% | |
| Pretax Margin | 9.0% | 6.0% | · | 9.7% | 6.7% | 5.3% | · | 9.9% | 13.7% | 4.8% | · | 8.5% | 9.9% | 4.9% | · | 8.7% | |
| EBITDA Margin | 10.6% | 10.2% | · | 11.3% | 11.1% | 9.8% | · | 11.2% | 15.6% | 7.1% | · | 10.2% | 11.2% | 7.6% | · | 10.0% | |
| ROA | 2.0% | 1.6% | · | 2.1% | 1.4% | 1.8% | · | 2.1% | 2.9% | 1.4% | · | 1.7% | 2.0% | 1.1% | · | 1.6% | |
| ROE | 7.3% | 5.2% | · | 5.9% | 4.0% | 5.0% | · | 5.1% | 7.1% | 3.5% | · | 3.9% | 4.4% | 2.4% | · | 3.3% | |
| ROIC | 3.0% | 2.5% | · | 3.2% | 2.8% | 3.5% | · | 3.2% | 4.2% | 1.9% | · | 2.8% | 3.0% | 1.6% | · | 2.3% |
Liquidez e Solvência 4
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 2.2 | · | 1.4 | 2.0 | 2.1 | · | 1.6 | 1.9 | 2.4 | · | 1.5 | 1.9 | 2.4 | · | 1.7 | |
| Quick Ratio | 0.8 | 1.0 | · | 0.7 | 1.0 | 1.1 | · | 0.8 | 0.9 | 1.2 | · | 0.7 | 0.8 | 1.1 | · | 0.9 | |
| Debt / Equity | 2.2 | 2.2 | · | 1.2 | 1.4 | 1.2 | · | 0.8 | 1.0 | 1.2 | · | 0.6 | 0.7 | 0.8 | · | 0.6 | |
| LT Debt / Equity | 2.1 | 2.1 | · | 1.2 | 1.4 | 1.1 | · | 0.8 | 1.0 | 1.1 | · | 0.6 | 0.7 | 0.8 | · | 0.6 |
Eficiência 2
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 2.4 | 2.2 | · | 2.2 | 2.2 | 1.9 | · | 2.0 | 2.3 | 2.0 | · | 2.2 | 2.3 | 2.5 | · | 2.1 |
Avaliação (TTM) 4
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.78B | $1.71B | · | $1.64B | $1.58B | $1.53B | · | $1.49B | $1.47B | $1.41B | · | $1.34B | $1.25B | $1.16B | · | $1.07B | |
| Net Income TTM | $104M | $98M | · | $102M | $109M | $107M | · | $104M | $102M | $78M | · | $77M | $70M | $72M | · | $72M | |
| P/E | 14.9 | 23.3 | · | 26.2 | 23.2 | 24.8 | · | 19.6 | 18.4 | 24.2 | · | 26.6 | 24.5 | 23.2 | · | 19.3 | |
| Earnings Yield | 6.7% | 4.3% | · | 3.8% | 4.3% | 4.0% | · | 5.1% | 5.4% | 4.1% | · | 3.8% | 4.1% | 4.3% | · | 5.2% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $1.70B | $1.52B | $1.40B | $1.16B | $927M |
| Margem Operacional % | 10.5% | 11.1% | 9.0% | 8.6% | 5.7% |
| Lucro líquido | $105M | $117M | $62M | $76M | $63M |
| EPS Diluído | $5.84 | $6.27 | $3.19 | $3.64 | $2.89 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 1.0 | 0.6 | 0.6 | 0.5 | 0.4 |
| Índice de liquidez corrente | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 |
| Índice de Liquidez Seca | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $183M | $193M | $126M | $73M | $7M |
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Investidores institucionais (13F) 275 declarantes · $1.0B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 39 (-7 vs trimestre anterior) | 69 (+12 vs trimestre anterior) | 87 (-5 vs trimestre anterior) | 80 (-17 vs trimestre anterior) | +1.8M |
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 |
|---|---|---|---|---|
| FIDUCIARY MANAGEMENT INC /WI/ | $116.604.289 | 1.293.304 | 11,60% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $63.899.728 | 708.737 | 6,36% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $62.482.142 | 693.014 | 6,22% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $57.108.967 | 633.418 | 5,68% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $55.232.827 | 612.609 | 5,50% | Ações |
| Boston Partners | $45.169.364 | 491.335 | 4,49% | Ações |
| BloombergSen Inc. | $44.995.159 | 499.059 | 4,48% | Ações |
| FMR LLC | $43.786.655 | 485.655 | 4,36% | Ações |
| STATE STREET CORP | $38.117.574 | 422.777 | 3,79% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $33.704.664 | 373.765 | 3,35% | Ações |
| JENNISON ASSOCIATES LLC | $29.413.077 | 326.232 | 2,93% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $27.304.000 | 302.844 | 2,72% | Ações |
| Sunriver Management LLC | $21.247.376 | 235.663 | 2,11% | Ações |
| Invenomic Capital Management LP | $19.841.782 | 220.073 | 1,97% | Ações |
| Aristotle Capital Boston, LLC | $19.612.602 | 217.531 | 1,95% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16.390.186 | 181.790 | 1,63% | Ações |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15.359.477 | 170.358 | 1,53% | Ações |
| Leeward Investments, LLC - MA | $14.648.476 | 162.472 | 1,46% | Ações |
| Rockefeller Capital Management L.P. | $13.556.367 | 150.359 | 1,35% | Ações |
| GOLDMAN SACHS GROUP INC | $12.497.889 | 138.619 | 1,24% | Ações |
| LOOMIS SAYLES & CO L P | $11.645.697 | 129.167 | 1,16% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $9.965.745 | 110.534 | 0,99% | Ações |
| Ninety One UK Ltd | $8.933.953 | 99.090 | 0,89% | Ações |
| CONGRESS ASSET MANAGEMENT CO | $8.560.241 | 94.945 | 0,85% | Ações |
| RENAISSANCE GROUP LLC | $7.989.709 | 88.617 | 0,79% | Ações |
| Asset Management One Co., Ltd. | $7.547.663 | 59.202 | 0,75% | Ações |
| BARCLAYS PLC | $6.052.711 | 67.133 | 0,60% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $5.704.937 | 63.276 | 0,57% | Ações |
| WOLVERINE TRADING, LLC | $5.582.500 | 38.500 | 0,56% | Opção de venda |
| JANE STREET GROUP, LLC | $5.545.381 | 61.506 | 0,55% | Ações |
| XTX Topco Ltd | $5.319.530 | 59.001 | 0,53% | Ações |
| UBS Group AG | $4.582.833 | 50.830 | 0,46% | Ações |
| Hillsdale Investment Management Inc. | $4.548.572 | 50.450 | 0,45% | Ações |
| Qube Research & Technologies Ltd | $4.530.810 | 50.253 | 0,45% | Ações |
| BANK OF AMERICA CORP /DE/ | $4.523.146 | 50.168 | 0,45% | Ações |
| SG Capital Management LLC | $3.730.550 | 41.377 | 0,37% | Ações |
| Quantinno Capital Management LP | $3.598.827 | 39.916 | 0,36% | Ações |
| Squarepoint Ops LLC | $3.432.842 | 38.075 | 0,34% | Ações |
| AMERICAN CENTURY COMPANIES INC | $3.294.987 | 36.546 | 0,33% | Ações |
| Emerald Investment Advisers, LLC | $3.069.137 | 34.041 | 0,31% | Ações |
| IEQ CAPITAL, LLC | $3.025.499 | 33.557 | 0,30% | Ações |
| Swiss National Bank | $3.002.328 | 33.300 | 0,30% | Ações |
| Quadrature Capital Ltd | $2.944.626 | 32.660 | 0,29% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.842.024 | 31.522 | 0,28% | Ações |
| Corient Private Wealth LP | $2.816.237 | 31.236 | 0,28% | Ações |
| ExodusPoint Capital Management, LP | $2.716.972 | 30.135 | 0,27% | Ações |
| MORGAN STANLEY | $2.712.644 | 30.087 | 0,27% | Ações |
| JANE STREET GROUP, LLC | $2.695.784 | 29.900 | 0,27% | Opção de compra |
| FIRST TRUST ADVISORS LP | $2.683.882 | 29.768 | 0,27% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.628.971 | 20.621 | 0,26% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2.577.314 | 28.586 | 0,26% | Ações |
| CITADEL ADVISORS LLC | $2.524.480 | 28.000 | 0,25% | Opção de compra |
| VICTORY CAPITAL MANAGEMENT INC | $2.398.978 | 26.608 | 0,24% | Ações |
| Edgestream Partners, L.P. | $2.391.855 | 26.529 | 0,24% | Ações |
| ALLIANCEBERNSTEIN L.P. | $2.349.641 | 18.430 | 0,23% | Ações |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.315.399 | 25.681 | 0,23% | Ações |
| ISTHMUS PARTNERS, LLC | $2.306.744 | 25.585 | 0,23% | Ações |
| Numerai GP LLC | $2.292.679 | 25.429 | 0,23% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2.259.089 | 23.643 | 0,22% | Ações |
| Redwood Investments, LLC | $2.066.397 | 14.405 | 0,21% | Ações |
| AMERIPRISE FINANCIAL INC | $2.039.238 | 22.618 | 0,20% | Ações |
| CITADEL ADVISORS LLC | $2.019.584 | 22.400 | 0,20% | Opção de venda |
| RHUMBLINE ADVISERS | $1.959.163 | 21.730 | 0,19% | Ações |
| Bank of New York Mellon Corp | $1.950.882 | 21.638 | 0,19% | Ações |
| S&T Bank/PA | $1.886.147 | 20.920 | 0,19% | Ações |
| BlackRock, Inc. | $1.824.478 | 20.236 | 0,18% | Ações |
| RICE HALL JAMES & ASSOCIATES, LLC | $1.809.601 | 20.071 | 0,18% | Ações |
| Liontrust Investment Partners LLP | $1.798.437 | 10.401 | 0,18% | Ações |
| Redwood Grove Capital, LLC | $1.731.072 | 19.200 | 0,17% | Ações |
| ALGERT GLOBAL LLC | $1.655.338 | 18.360 | 0,16% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.595.832 | 17.700 | 0,16% | Opção de venda |
| PRUDENTIAL FINANCIAL INC | $1.595.652 | 17.698 | 0,16% | Ações |
| Pacific Ridge Capital Partners, LLC | $1.472.223 | 16.329 | 0,15% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $1.460.411 | 16.198 | 0,15% | Ações |
| OAK RIDGE INVESTMENTS LLC | $1.444.093 | 16.017 | 0,14% | Ações |
| WELLS FARGO & COMPANY/MN | $1.409.471 | 15.633 | 0,14% | Ações |
| NORDEA INVESTMENT MANAGEMENT AB | $1.407.786 | 15.144 | 0,14% | Ações |
| AlphaQuest LLC | $1.403.510 | 8.117 | 0,14% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.395.587 | 15.479 | 0,14% | Ações |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.358.260 | 15.065 | 0,14% | Ações |
| DIVERSIFIED MANAGEMENT INC | $1.312.510 | 10.295 | 0,13% | Ações |
| Freestone Grove Partners LP | $1.253.855 | 13.907 | 0,12% | Ações |
| VANGUARD GROUP INC | $1.157.287 | 6.693 | 0,12% | Ações |
| JANE STREET GROUP, LLC | $1.136.016 | 12.600 | 0,11% | Opção de venda |
| OP Asset Management Ltd | $1.108.337 | 12.293 | 0,11% | Ações |
| WOLVERINE TRADING, LLC | $1.083.440 | 7.472 | 0,11% | Ações |
| BURNEY CO/ | $1.067.765 | 11.843 | 0,11% | Ações |
| JANUS HENDERSON GROUP PLC | $1.062.950 | 8.330 | 0,11% | Ações |
| SEI INVESTMENTS CO | $1.004.440 | 11.147 | 0,10% | Ações |
| CITIGROUP INC | $968.138 | 10.738 | 0,10% | Ações |
| D. E. Shaw & Co., Inc. | $944.967 | 10.481 | 0,09% | Ações |
| GREAT LAKES ADVISORS, LLC | $934.869 | 10.369 | 0,09% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $903.944 | 10.026 | 0,09% | Ações |
| MetLife Investment Management, LLC | $900.428 | 9.987 | 0,09% | Ações |
| MARSHALL WACE, LLP | $888.077 | 9.850 | 0,09% | Ações |
| Sendero Wealth Management, LLC | $863.553 | 9.578 | 0,09% | Ações |
| Aquatic Capital Management LLC | $858.233 | 9.519 | 0,09% | Ações |
| CITADEL ADVISORS LLC | $851.201 | 9.441 | 0,08% | Ações |
| Moran Wealth Management, LLC | $846.873 | 9.393 | 0,08% | Ações |
| LPL Financial LLC | $769.786 | 8.538 | 0,08% | Ações |
Executivos da empresa 34 insiders · 14 diretores · 9 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Mark C. Hussey | CEO and President | 29 de Julho de 2026 S | 74.399 | 0 | 12 | $-3.986.172 |
| Gary E Holdren | Chairman & CEO | 1 de Julho de 2009 S | 526.619 | 0 | 0 | $0 |
| Gary L Burge | VP, CFO and Treasurer | 1 de Julho de 2009 S | 97.693 | 0 | 0 | $0 |
| David M. Shade | President and COO | 24 de Fevereiro de 2011 F | 110.677 | 0 | 0 | $0 |
| Broadhurst Daniel P | Chief Operating Officer | 13 de Outubro de 2008 S | 105.481 | 0 | 0 | $0 |
| Kyle Featherstone | Chief Acct Officer, Controller | 31 de Julho de 2026 S | 1.050 | 0 | 1 | $-70.076 |
| Diane E. Ratekin | EVP, Gen. Counsel, & Corp.Sec. | 15 de Março de 2018 F | 31.556 | 0 | 0 | $0 |
| Ellen Wong | Controller | 1 de Março de 2018 F | 2.998 | 0 | 0 | $0 |
| Thomas W Burns | Corporate VP and Controller | 1 de Março de 2012 F | 1.665 | 0 | 0 | $0 |
| Natalia Delgado | Corporate Secretary | 1 de Março de 2011 F | 46.559 | 0 | 0 | $0 |
| Mary M Sawall | VP, Human Resources | 1 de Março de 2011 F | 49.381 | 0 | 0 | $0 |
| Wayne E Lipski | Controller and Asst. Treasurer | 1 de Março de 2009 A | 17.615 | 0 | 0 | $0 |
| Susan G Gallagher | VP of Sales and Marketing | 1 de Julho de 2006 A | 19.997 | 0 | 0 | $0 |
| Stanley N Logan | VP, Strategy & Business Dev. | 1 de Julho de 2006 A | 40.000 | 0 | 0 | $0 |
| Debra Zumwalt | Conselheiro | 14 de Agosto de 2026 S | 27.119 | 0 | 5 | $-159.270 |
| Thomas L Richards | Conselheiro | 1 de Agosto de 2026 A | 593 | 0 | 0 | $0 |
| Shoshana Vernick | Conselheiro | 1 de Julho de 2026 A | 934 | 0 | 0 | $0 |
| George Massaro | Conselheiro | 2 de Julho de 2018 S | 21.326 | 0 | 0 | $0 |
| James D Edwards | Conselheiro | 2 de Julho de 2018 S | 25.106 | 0 | 0 | $0 |
| John S Moody | Conselheiro | 2 de Julho de 2018 S | 22.790 | 0 | 0 | $0 |
| Dubose Ausley | Conselheiro | 1 de Abril de 2015 S | 23.520 | 0 | 0 | $0 |
| Hugh E Sawyer III | — | 11 de Agosto de 2026 S | 20.490 | 0 | 9 | $-732.526 |
| Joy Brown | — | 22 de Maio de 2026 S | 8.575 | 0 | 3 | $-191.231 |
| Ekta Singh-Bushell | — | 11 de Maio de 2026 S | 13.646 | 0 | 5 | $-287.056 |
| Markell Peter Kenneth | — | 8 de Maio de 2026 A | 14.271 | 0 | 0 | $0 |
| Eugene H Lockhart | — | 8 de Maio de 2026 A | 9.662 | 0 | 0 | $0 |
| John Mccartney | — | 8 de Maio de 2026 A | 41.817 | 0 | 11 | $-1.724.809 |
| Hope Calder-Katz | — | 1 de Abril de 2026 F | 5.078 | 0 | 0 | $0 |
| James Ronald Dail | — | 1 de Março de 2026 A | 39.042 | 0 | 11 | $-1.773.743 |
| John D. Kelly | — | 1 de Março de 2026 A | 82.973 | 0 | 0 | $0 |
| James H Roth | — | 1 de Março de 2026 A | 34.154 | 0 | 16 | $-1.565.529 |
| Ernest W. Torain Jr. | — | 7 de Março de 2024 S | 15.050 | 0 | 0 | $0 |
| James K Rojas | — | 31 de Dezembro de 2012 F | 62.778 | 0 | 0 | $0 |
| Deborah A Bricker | — | 8 de Novembro de 2005 D | 9.600 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
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 |
|---|---|---|---|---|---|
| Gary E. Holdren ×2 declarações | 20 de Março de 2007 | — | Declaração inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Participação em ETFs Detido por 62 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 |
|---|---|---|---|---|
| SAWS · ETF Series Solutions | 1,35% | 727 NS | 30 de Abril de 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 0,65% | 15.645 NS | 30 de Abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,63% | 7.617 NS | 30 de Abril de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,39% | 29.210 NS | 30 de Abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,29% | 81.298 SH | 8 de Agosto de 2026 | Diário |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,23% | 18.317 NS | 30 de Abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,20% | 1.833 NS | 31 de Maio de 2026 | N-PORT |
| IWO · iShares Trust | 0,15% | 150.574 SH | 8 de Agosto de 2026 | Diário |
| FSCC · Federated Hermes ETF Trust | 0,15% | 3.848 NS | 31 de Maio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,14% | 267 NS | 30 de Abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,13% | 34.254 NS | 31 de Maio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 6.574 NS | 30 de Abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,10% | 612 NS | 30 de Abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,10% | 18.729 SH | 8 de Agosto de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,09% | 17.778 SH | 8 de Agosto de 2026 | Diário |
| EBIT · Harbor ETF Trust | 0,08% | 71 NS | 30 de Abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 420.619 SH | 8 de Agosto de 2026 | Diário |
| ISCG · iShares Trust | 0,07% | 4.940 SH | 8 de Agosto de 2026 | Diário |
| FSMD · FIDELITY COVINGTON TRUST | 0,07% | 12.322 NS | 30 de Abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 7.363 NS | 30 de Abril de 2026 | N-PORT |
| SMMV · iShares Trust | 0,07% | 1.280 SH | 8 de Agosto de 2026 | Diário |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 5.433 NS | 30 de Abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 54.528 NS | 30 de Abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,05% | 95.443 SH | 8 de Agosto de 2026 | Diário |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,05% | 1.709 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,05% | 803 NS | 31 de Maio de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 4.187 NS | 31 de Maio de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,04% | 33.303 NS | 31 de Maio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,04% | 2.232 SH | 8 de Agosto de 2026 | Diário |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 76.532 NS | 31 de Maio de 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 690 SH | 8 de Agosto de 2026 | Diário |
| FIDU · FIDELITY COVINGTON TRUST | 0,03% | 5.120 NS | 30 de Abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 516 SH | 8 de Agosto de 2026 | Diário |
| UWM · ProShares Trust | 0,03% | 628 NS | 31 de Maio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 822 NS | 30 de Abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 1.149 SH | 8 de Agosto de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 174.373 SH | 8 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,02% | 354.327 SH | 8 de Agosto de 2026 | Diário |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 101.303 SH | 8 de Agosto de 2026 | Diário |
| VIS · VANGUARD WORLD FUND | 0,02% | 20.149 SH | 8 de Agosto de 2026 | Diário |
| URTY · ProShares Trust | 0,02% | 633 NS | 31 de Maio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 2.516 NS | 30 de Abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 14.695 NS | 30 de Abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 39.690 NS | 30 de Abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2.529 NS | 30 de Abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,01% | 112.540 SH | 8 de Agosto de 2026 | Diário |
| SFGV · EA Series Trust | 0,01% | 1.240 NS | 29 de Maio de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 656 NS | 31 de Maio de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 16 NS | 31 de Maio de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 5.823 NS | 31 de Maio de 2026 | N-PORT |