IVZ Invesco Ltd Common Stock
$32,61
Preço · Ago 19, 2026
Fundamentais a partir de Ago 4, 2026
Intervalo 52 Semanas
$20–$33
98% of range
Classificação do Analista
HOLD
18 analysts
Preço-Alvo
$33
+1% upside
P/E (TTM)
-20.4
ROE
-1.3%
Margem de Lucro Líquido
-2.7%
Sobre Invesco Ltd Common Stock Visão geral da empresa da Wikipedia
Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries.
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Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries.
As of December 31, 2025, the company had $2.2 trillion in assets under management including $407 billion in Invesco QQQ; $630 billion in other exchange-traded funds and index funds; $311 billion in actively-managed fixed income accounts; $298 billion in actively-managed equities accounts; $130 billion in private credit and real estate investments; $132 billion in Invesco Great Wall, a joint venture in China; $189 billion in Global Liquidity/money market funds, and $69 billion in other types of accounts. It had $1.5 trillion invested for retail clients and $0.7 trillion invested for institutional clients.
## History
The company traces its roots to H. Lotery & Co. Ltd., a UK-based advisory firm formed in 1935.
In 1978, Citizens & Southern National Bank sold its money management operations, then named INVESCO, to Charles Brady and eight partners for $230,000.
In November 1986, Britannia Arrow bought a 45% stake in INVESCO for £47 million. In November 1988, Britannia bought the rest of INVESCO for £75 million. Beginning in the late 1980s, efforts to apply INVESCO's more quantitative investment techniques to the UK equities market failed and the company's investments underperformed in the early 1990s recession, resulting in client losses.
In August 1995, the company became a public company via an initial public offering.
From 1996 to 2001, A. D. Frazier was CEO of the company.
In 1997, the company acquired AIM Management Group and changed its name to Amvescap.
In March 1999, the company launched the Invesco QQQ exchange-traded fund.
In 2000, the company acquired Perpetual, a British investment manager. The company had been founded in 1973 by Martyn Arbib, who was its biggest shareholder at the time of the purchase. The British unit took the name Invesco Perpetual. Neil Woodford, described as Perpetual's "star income manager", continued to be employed by Amvescap/Invesco until 2013.
In October 2004, the company agreed to a $450 million settlement with the State Attorney Generals of New York and Colorado, and the United States Securities and Exchange Commission after the company allegedly allowed over 40 individuals and entities to engage in market timing trading in mutual funds managed by Invesco in exchange for advisory fees.
In July 2006, the company agreed to acquire WL Ross & Co for $100 million upfront and potential earn-out payments to bring the purchase price to $375 million.
In September 2006, the company acquired Powershares Capital Management, the sponsor of 36 exchange-traded funds which added $6.3 billion of assets under management.
In May 2007, the company reverted to the Invesco name and moved its domicile to Bermuda. In November 2007, Invesco moved its principal office from London to Atlanta.
In March 2008, Invesco renamed its U.S. mutual-fund unit Invesco Aim.
In October 2009, Invesco bought Morgan Stanley's Retail Unit, including Van Kampen Investments, for $1.5 billion.
In April 2010, the Invesco Aim unit dropped Aim from its name.
In September 2017, Invesco agreed to buy the exchange-traded fund business of Guggenheim Partners for $1.2 billion in cash.
In March 2018, the company retired the Perpetual, PowerShares and Trimark brands.
In June 2018, Invesco acquired Intelliflo, a technology platform for financial advisors. In August 2025, it was sold to affiliates of The Carlyle Group for up to $200 million.
In May 2019, Invesco acquired OppenheimerFunds from Massachusetts Mutual Life Insurance Company for about $5.7 billion in stock. In the same month, the company announced a $70 million investment and the creation of 500 jobs, as it relocated its headquarters in Atlanta to Midtown Union.
In June 2026, the company sold its Canadian investment fund business to CI Financial.
== Finances ==
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
IVZ Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$32.60
Capitalização de Mercado
$14.48B
P/E (TTM)
-20.4
EPS (TTM)
$-1.60
Receita (TTM)
$6.38B
Rendimento div.
2.6%
ROE
-1.3%
Dívida/Capital
—
Intervalo 52 Semanas
$20 – $33
IVZ 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
$6.38B
2016-12-31
→
2025-12-31
EPS
$-1.60
2016-12-31
→
2025-12-31
Fluxo de caixa livre
$1.44B
2016-12-31
→
2025-12-31
Margens
-2.7%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
IVZ
Mediana de Pares
P/E (TTM)
-20.4
15.8
P/S (TTM)
2.3
4.2
P/B
1.2
1.7
Price / FCF (Preço / FCF)
10.0
—
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
IVZ
Mediana de Pares
Operating Margin (Margem Operacional)
-10.9%
—
Net Profit Margin (Margem de Lucro Líquido)
-2.7%
23.0%
ROA
-0.65%
3.0%
ROE
-1.3%
6.5%
ROIC
-2.6%
—
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
IVZ
Mediana de Pares
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
IVZ
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5.1%
—
Revenue CAGR 3Y (CAGR Receita 3A)
1.8%
—
Revenue CAGR 5Y (CAGR Receita 5A)
0.74%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
IVZ
Mediana de Pares
Payout Ratio (Índice de Pagamento)
-215.9%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
2.6%
Índice de Pagamento
-215.9%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 15 de Maio de 2026 | $0,2150 |
| 13 de Fevereiro de 2026 | $0,2100 |
| 14 de Novembro de 2025 | $0,2100 |
| 14 de Agosto de 2025 | $0,2100 |
| 14 de Maio de 2025 | $0,2100 |
| 14 de Fevereiro de 2025 | $0,2050 |
| 14 de Novembro de 2024 | $0,2050 |
| 16 de Agosto de 2024 | $0,2050 |
| 13 de Maio de 2024 | $0,2050 |
| 15 de Fevereiro de 2024 | $0,2000 |
| 9 de Novembro de 2023 | $0,2000 |
| 10 de Agosto de 2023 | $0,2000 |
| 8 de Maio de 2023 | $0,2000 |
| 15 de Fevereiro de 2023 | $0,1880 |
| 9 de Novembro de 2022 | $0,1880 |
| 11 de Agosto de 2022 | $0,1880 |
| 9 de Maio de 2022 | $0,1880 |
| 15 de Fevereiro de 2022 | $0,1700 |
| 10 de Novembro de 2021 | $0,1700 |
| 12 de Agosto de 2021 | $0,1700 |
IVZ Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
18 analistas
- Compra forte 1 5,6%
- Compra 7 38,9%
- Manter 10 55,6%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
12 analistas · 2026-08-13
Mediana
$33.50
Agora
$32.60
Mín
$28.00
Máx
$38.00
Alvo mediano
$33.50
+2,7%
Alvo médio
$32.96
+1,1%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.03%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $0.71 | $0.67 | 0.04% |
| 31 de Março de 2026 | $0.57 | $0.59 | -0.02% |
| 31 de Dezembro de 2025 | $0.62 | $0.59 | 0.03% |
| 30 de Setembro de 2025 | $0.61 | $0.46 | 0.15% |
| 30 de Junho de 2025 | $0.36 | $0.41 | -0.05% |
| 31 de Março de 2025 | $0.44 | $0.39 | 0.05% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | — |
| TPG | — | — | — | — | — | — |
| OWL | — | 149.4 | 7.6% | 13.9% | 3.6% | — |
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | — |
| CG | — | — | — | — | — | — |
| PS | — | — | — | — | — | — |
| ARCC | — | 10.9 | — | — | — | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
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 | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B | $6.12B | $5.31B | $5.16B | $4.73B | $5.12B | $5.15B | |
| SG&A Expense | $576M | $595M | $568M | $494M | $424M | $481M | $404M | $324M | $307M | $294M | $362M | $396M | |
| Operating Expenses | $7.07B | $5.23B | $6.15B | $4.73B | $5.11B | $5.23B | $5.31B | $4.11B | $3.88B | $3.58B | $3.76B | $3.87B | |
| Operating Income | $-696M | $832M | $-435M | $1.32B | $1.79B | $920M | $808M | $1.20B | $1.28B | $1.15B | $1.36B | $1.28B | |
| Interest Expense | · | · | $70M | $85M | $95M | $129M | $136M | $112M | $95M | $93M | $82M | $73M | |
| Other Non-op | $56M | $48M | $98M | $-140M | $120M | $45M | $66M | $-40M | $50M | $47M | $-2M | $28M | |
| Pretax Income | $-379M | $1.01B | $-238M | $1.25B | $2.50B | $1.07B | $973M | $1.14B | $1.43B | $1.21B | $1.36B | $1.40B | |
| Income Tax | $-205M | $253M | $-70M | $322M | $531M | $262M | $235M | $255M | $268M | $338M | $398M | $391M | |
| Net Income | $-175M | $752M | $-168M | $684M | $1.39B | $525M | $565M | $883M | $1.13B | $854M | $968M | $988M | |
| EPS (Basic) | $-1.60 | $1.18 | $-0.73 | $1.50 | $3.01 | $1.14 | $1.29 | $2.14 | $2.75 | $2.06 | $2.26 | $2.27 | |
| EPS (Diluted) | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 | $1.13 | $1.28 | $2.14 | $2.75 | $2.06 | $2.26 | $2.27 | |
| Shares (Basic) | 452,600,000 | 457,000,000 | 454,800,000 | 457,500,000 | 462,800,000 | 459,500,000 | 437,800,000 | 412,400,000 | 409,400,000 | 414,700,000 | 428,900,000 | 435,000,000 | |
| Shares (Diluted) | 455,000,000 | 457,700,000 | 456,200,000 | 459,500,000 | 465,400,000 | 462,500,000 | 440,500,000 | 412,500,000 | 409,900,000 | 415,000,000 | 429,300,000 | 435,600,000 | |
| EBITDA | $-540M | $1.01B | $-252M | $1.51B | $1.99B | $1.12B | $986M | $1.35B | $1.39B | $1.28B | $1.45B | $1.37B |
Balanço Patrimonial 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.04B | $986M | $1.47B | $1.23B | $1.90B | $1.41B | $1.05B | $1.15B | $2.01B | $1.33B | $1.85B | $1.51B | |
| Short-term Investments | · | · | · | · | · | · | · | · | $347M | · | · | · | |
| PP&E (Net) | $379M | $479M | $600M | $561M | $518M | $564M | $584M | $469M | $491M | $465M | $427M | $403M | |
| PP&E (Gross) | $1.29B | $1.43B | $1.54B | $1.69B | $1.60B | $1.57B | $1.50B | $1.27B | $1.22B | $1.11B | $1.03B | $980M | |
| Accum. Depreciation | · | · | · | · | $1.08B | $1.01B | $919M | $805M | $729M | $641M | $603M | $577M | |
| Goodwill | $8.48B | $8.32B | $8.69B | $8.56B | $8.88B | $8.92B | $8.51B | $7.16B | $6.59B | $6.13B | $6.18B | $6.58B | |
| Intangibles | $3.93B | $5.75B | $5.85B | $7.14B | $7.23B | $7.31B | $7.36B | $2.18B | $1.56B | $1.40B | $1.35B | $1.25B | |
| Total Assets | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B | $39.42B | $30.98B | $31.67B | $25.73B | $25.07B | $20.45B | |
| Deferred Tax | $902M | $1.28B | $1.33B | $1.66B | $1.63B | $1.52B | $1.53B | $326M | · | · | · | · | |
| Total Liabilities | $14.09B | $11.34B | $13.02B | $12.91B | $16.01B | $21.48B | $24.72B | $21.65B | $22.47B | $17.84B | $16.21B | $11.16B | |
| Long-term Debt | $1.83B | $891M | $1.49B | $1.49B | $2.09B | $2.08B | $2.08B | $2.41B | $2.08B | $2.10B | $2.07B | $1.58B | |
| Common Stock | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $98M | $98M | $98M | $98M | $98M | |
| Retained Earnings | $5.89B | $6.99B | $6.83B | $7.52B | $7.17B | $6.08B | $5.92B | $5.88B | $5.49B | $4.83B | $4.44B | $3.93B | |
| Treasury Stock | $2.83B | $2.85B | $3.00B | $3.04B | $3.04B | $3.25B | $3.45B | $3.00B | $2.78B | $2.85B | $2.40B | $1.90B | |
| AOCI | $-723M | $-1.04B | $-802M | $-942M | $-442M | $-404M | $-587M | $-735M | $-391M | $-809M | $-446M | $49M | |
| Stockholders' Equity | $12.23B | $14.56B | $14.60B | $15.21B | $15.50B | $14.36B | $13.86B | $8.58B | $8.70B | $7.50B | $7.89B | $8.33B | |
| Liabilities + Equity | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B | $39.42B | $30.98B | $31.67B | $25.73B | $25.07B | $20.45B | |
| Shares Outstanding | 444,000,000 | 448,000,000 | 449,500,000 | 454,800,000 | 461,200,000 | 459,100,000 | 453,300,000 | 397,100,000 | 407,100,000 | 403,800,000 | 417,500,000 | 429,900,000 |
Fluxo de Caixa 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $156M | $180M | $183M | $195M | $205M | $204M | $178M | $142M | $117M | $101M | $94M | $89M | |
| Stock-based Comp | $80M | $105M | $115M | $106M | $140M | $188M | $208M | $172M | $175M | $160M | $150M | $138M | |
| Deferred Tax | $-385M | $-38M | $-309M | $48M | $80M | $81M | $22M | $38M | $-52M | $15M | $-8M | $-29M | |
| Amort. of Intangibles | $38M | $45M | $50M | $64M | $63M | $62M | $53M | $30M | $17M | $14M | $11M | $13M | |
| Restructuring | · | · | $30M | $14M | $78M | $119M | · | · | $58M | $50M | $16M | · | |
| Other Non-cash | $1.85B | $406M | $1.65B | $-330M | $-740M | $232M | $145M | $-406M | $3M | $-1.00B | $-151M | $14M | |
| Operating Cash Flow | $1.53B | $1.19B | $1.30B | $703M | $1.08B | $1.23B | $1.12B | $829M | $1.16B | $654M | $1.13B | $1.20B | |
| CapEx | $84M | $69M | $164M | $193M | $109M | $115M | $124M | $102M | $112M | $148M | $124M | $133M | |
| Investing Cash Flow | $-974M | $68M | $-244M | $-376M | $-848M | $-860M | $-1.43B | $-2.90B | $-974M | $-1.01B | $-665M | $-1.83B | |
| Debt Issued | $993M | $0 | $0 | · | · | · | · | · | $0 | $0 | $496M | $0 | |
| Net Debt Issued | $993M | · | · | · | · | · | · | · | $0 | $0 | $496M | $0 | |
| Stock Repurchased | $124M | $79M | $188M | $245M | $61M | · | $111M | $0 | $64M | $535M | $624M | $270M | |
| Net Stock Activity | $-124M | $-79M | $-188M | · | · | · | $-111M | $-52M | $-64M | $-535M | $-549M | $-270M | |
| Dividends Paid | $377M | $372M | $358M | $335M | $308M | $357M | $529M | $491M | $472M | $460M | $454M | $424M | |
| Financing Cash Flow | $-150M | $-1.66B | $-585M | $-967M | $117M | $-286M | $201M | $1.54B | $169M | $470M | $-52M | $862M | |
| Taxes Paid | $239M | $236M | $195M | $301M | $432M | $224M | $194M | $322M | $256M | $299M | $389M | $406M | |
| Free Cash Flow | $1.44B | $1.12B | $1.14B | $510M | $969M | $1.12B | $992M | $726M | $1.26B | $-18M | $929M | $1.07B | |
| Levered FCF | · | · | $1.09B | $447M | $895M | $1.02B | $889M | $640M | $1.18B | $-86M | $871M | $1.01B |
Lucratividade 7
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% | 15.0% | 13.2% | 22.7% | 24.8% | 24.9% | 26.5% | 24.8% | |
| Net Margin | -2.7% | 8.9% | -5.8% | 11.3% | 20.2% | 8.5% | 9.2% | 16.6% | 21.9% | 18.0% | 18.9% | 19.2% | |
| Pretax Margin | -5.9% | 16.6% | -4.2% | 20.6% | 36.3% | 17.4% | 15.9% | 21.4% | 27.7% | 25.5% | 26.6% | 27.1% | |
| EBITDA Margin | -8.5% | 16.7% | -4.4% | 25.0% | 28.9% | 18.3% | 16.1% | 25.4% | 27.0% | 27.0% | 28.3% | 26.6% | |
| ROA | -0.65% | 1.9% | -1.1% | 2.2% | 4.0% | 1.4% | 1.6% | 2.8% | 3.9% | 3.4% | 4.2% | 5.0% | |
| ROE | -1.3% | 3.7% | -2.2% | 4.5% | 9.3% | 3.7% | 5.0% | 10.2% | 13.9% | 11.1% | 11.9% | 11.8% | |
| ROIC | -2.6% | 4.3% | -2.1% | 6.4% | 9.1% | 4.8% | 4.4% | 10.9% | 11.9% | 11.3% | 12.2% | 11.0% |
Liquidez e Solvência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -6.2 | 15.5 | 18.9 | 7.1 | 6.0 | 10.8 | 13.5 | 12.6 | 16.6 | 17.5 |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 |
Taxas de Crescimento 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.1% | 6.1% | -5.5% | -12.3% | 12.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.8% | -4.2% | -2.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.74% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | -50.2% | 164.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -26.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | -50.9% | 165.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -18.6% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 13
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B | $6.12B | $5.31B | $5.16B | $4.73B | $5.12B | $5.15B | |
| Net Income TTM | $-175M | $752M | $-168M | $684M | $1.39B | $525M | $565M | $883M | $1.13B | $854M | $968M | $988M | |
| Market Cap | $11.66B | $7.83B | $8.02B | $8.18B | $10.62B | $8.00B | $8.15B | $6.65B | $14.88B | $12.25B | $13.98B | $16.99B | |
| P/E | -16.4 | 14.8 | -24.4 | 12.1 | 7.7 | 15.4 | 14.0 | 7.8 | 13.3 | 14.7 | 14.8 | 17.4 | |
| P/S | 1.8 | 1.3 | 1.4 | 1.4 | 1.5 | 1.3 | 1.3 | 1.3 | 2.9 | 2.6 | 2.7 | 3.3 | |
| P/B | 1.0 | 0.5 | 0.5 | 0.5 | 0.7 | 0.6 | 0.6 | 0.8 | 1.7 | 1.6 | 1.8 | 2.0 | |
| P / Tangible Book | · | 15.9 | 138.3 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.6 | 6.6 | 6.2 | 11.6 | 9.8 | 6.5 | 7.3 | 8.0 | 10.9 | 94.8 | 13.3 | 14.2 | |
| P / FCF | 8.1 | 7.0 | 7.1 | 16.0 | 11.0 | 7.2 | 8.2 | 9.2 | 11.8 | -665.8 | 15.0 | 15.9 | |
| Dividend Yield | 3.2% | 4.7% | 4.5% | 4.1% | 2.9% | 4.5% | 6.5% | 7.4% | 3.2% | 3.8% | 3.2% | 2.5% | |
| Earnings Yield | -6.1% | 6.8% | -4.1% | 8.3% | 13.0% | 6.5% | 7.1% | 12.8% | 7.5% | 6.8% | 6.8% | 5.7% | |
| Payout Ratio | -215.9% | 69.0% | -107.2% | 48.9% | 22.1% | 68.1% | 93.7% | 55.6% | 41.8% | 53.9% | 46.9% | 42.9% | |
| Annual Payout | $377M | $372M | $358M | $335M | $308M | $357M | $529M | $491M | $472M | $460M | $454M | $424M |
Demonstração de Resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.83B | $1.74B | $1.69B | $1.64B | $1.52B | $1.53B | $1.59B | $1.52B | $1.48B | $1.48B | $1.41B | $1.44B | $1.44B | $1.42B | $1.44B | $1.45B | |
| SG&A Expense | $134M | $147M | $149M | $151M | $139M | $137M | $135M | $141M | $180M | $138M | $165M | $146M | $152M | $105M | $223M | $49M | |
| Operating Expenses | $1.46B | $1.41B | $3.15B | $1.37B | $1.30B | $1.25B | $1.28B | $1.41B | $1.28B | $1.26B | $2.49B | $1.21B | $1.24B | $1.21B | $1.20B | $1.10B | |
| Operating Income | $364M | $333M | $-1.46B | $271M | $214M | $277M | $312M | $100M | $207M | $213M | $-1.08B | $228M | $204M | $210M | $245M | $350M | |
| Interest Expense | · | · | · | · | · | · | · | · | $16M | $16M | · | $17M | $18M | $18M | · | $19M | |
| Other Non-op | $106M | $-400.0K | $21M | $-800.0K | $60M | $-24M | $-20M | $28M | $4M | $36M | $73M | $-23M | $21M | $27M | $31M | $-35M | |
| Pretax Income | $455M | $300M | $-1.35B | $347M | $274M | $345M | $317M | $145M | $260M | $283M | $-934M | $230M | $230M | $236M | $390M | $255M | |
| Income Tax | $116M | $81M | $-350M | $-10M | $77M | $78M | $79M | $42M | $64M | $69M | $-266M | $61M | $66M | $70M | $90M | $87M | |
| Net Income | $339M | $219M | $-900M | $356M | $197M | $267M | $311M | $104M | $196M | $142M | $-577M | $131M | $132M | $145M | $188M | $177M | |
| EPS (Basic) | $0.77 | $0.51 | $-2.62 | $0.67 | $-0.03 | $0.38 | $0.46 | $0.12 | $0.29 | $0.31 | $-1.63 | $0.29 | $0.29 | $0.32 | $0.41 | $0.39 | |
| EPS (Diluted) | $0.76 | $0.51 | $-2.61 | $0.66 | $-0.03 | $0.38 | $0.46 | $0.12 | $0.29 | $0.31 | $-1.63 | $0.29 | $0.29 | $0.32 | $0.41 | $0.39 | |
| Shares (Basic) | 451,300,000 | 451,100,000 | -906,500,000 | 452,400,000 | 453,800,000 | 452,900,000 | -906,600,000 | 454,900,000 | 455,500,000 | 453,200,000 | -912,900,000 | 451,700,000 | 457,900,000 | 458,100,000 | -915,500,000 | 457,000,000 | |
| Shares (Diluted) | 454,400,000 | 453,700,000 | -908,800,000 | 454,600,000 | 455,200,000 | 454,000,000 | -907,500,000 | 455,600,000 | 456,100,000 | 453,500,000 | -914,600,000 | 453,100,000 | 458,800,000 | 458,900,000 | -921,900,000 | 459,500,000 | |
| EBITDA | $364M | $366M | · | $271M | $214M | $319M | · | $100M | $207M | $258M | · | $228M | $204M | $256M | · | $350M |
Balanço Patrimonial 16
| 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 | $915M | $807M | $1.04B | $973M | $923M | $822M | $986M | $1.04B | $878M | $896M | $1.47B | $1.24B | $1.01B | $889M | $1.23B | $1.02B | |
| PP&E (Net) | $370M | $365M | $379M | $388M | $454M | $458M | $479M | $580M | $574M | $584M | · | $586M | $585M | $573M | · | $504M | |
| PP&E (Gross) | · | · | $1.29B | · | · | · | $1.43B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $8.40B | $8.42B | $8.48B | $8.46B | $8.58B | $8.37B | $8.32B | $8.73B | $8.61B | $8.62B | $8.69B | $8.57B | $8.68B | $8.60B | $8.56B | $8.41B | |
| Intangibles | $3.91B | $3.92B | $3.93B | $5.73B | $5.75B | $5.75B | $5.75B | $5.82B | $5.82B | $5.83B | · | $7.10B | $7.12B | $7.13B | · | $7.15B | |
| Total Assets | $27.47B | $26.83B | $27.09B | $28.44B | $28.50B | $28.14B | $27.01B | $27.50B | $27.17B | $28.08B | · | $29.43B | $29.46B | $29.73B | · | $29.27B | |
| Deferred Tax | $942M | $942M | $902M | $1.32B | $1.31B | $1.33B | $1.28B | $1.32B | $1.36B | $1.36B | · | $1.61B | $1.64B | $1.69B | · | $1.68B | |
| Total Liabilities | $14.00B | $13.57B | $14.09B | $13.65B | $13.54B | $12.36B | $11.34B | $11.60B | $11.40B | $12.22B | · | $12.84B | $12.75B | $12.92B | · | $12.77B | |
| Long-term Debt | $1.62B | $1.97B | $1.83B | $1.62B | $1.88B | $965M | $891M | $890M | $890M | $1.26B | · | $1.49B | $1.49B | $1.49B | · | $1.49B | |
| Common Stock | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | · | $113M | $113M | $113M | · | $113M | |
| Retained Earnings | $6.27B | $6.02B | $5.89B | $7.17B | $6.96B | $7.07B | $6.99B | $6.87B | $6.92B | $6.88B | · | $7.66B | $7.62B | $7.58B | · | $7.42B | |
| Treasury Stock | $2.81B | $2.77B | $2.83B | $2.80B | $2.80B | $2.78B | $2.85B | $2.83B | $2.85B | $2.86B | · | $3.01B | $3.03B | $2.89B | · | $3.05B | |
| AOCI | $-812M | $-799M | $-723M | $-736M | $-664M | $-948M | $-1.04B | $-737M | $-922M | $-897M | · | $-961M | $-818M | $-883M | · | $-1.13B | |
| Stockholders' Equity | $12.47B | $12.26B | $12.23B | $14.01B | $13.87B | $14.70B | $14.56B | $14.75B | $14.59B | $14.55B | · | $15.25B | $15.33B | $15.34B | · | $14.90B | |
| Liabilities + Equity | $27.47B | $26.83B | $27.09B | $28.44B | $28.50B | $28.14B | $27.01B | $27.50B | $27.17B | $28.08B | · | $29.43B | $29.46B | $29.73B | · | $29.27B | |
| Shares Outstanding | 441,500,000 | 443,300,000 | 444,000,000 | 445,100,000 | 446,000,000 | 447,600,000 | 448,000,000 | 449,400,000 | 450,000,000 | 449,800,000 | 449,500,000 | 449,600,000 | 448,600,000 | 458,200,000 | 454,800,000 | 454,800,000 |
Fluxo de Caixa 15
| 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 | $32M | $33M | $36M | $38M | $40M | $42M | $44M | $44M | $46M | $45M | $46M | $42M | $47M | $47M | $49M | $48M | |
| Stock-based Comp | $31M | $34M | $20M | $21M | $24M | $15M | $14M | $51M | $18M | $21M | $21M | $24M | $32M | $38M | $23M | $26M | |
| Amort. of Intangibles | $8M | $8M | $9M | $9M | $10M | $10M | $11M | $11M | $11M | $11M | $11M | $11M | $13M | $14M | $19M | $14M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | $30M | · | · | |
| Other Non-cash | · | $-74M | · | · | · | $-312M | · | · | · | $-262M | · | · | · | $-328M | · | · | |
| Operating Cash Flow | $734M | $213M | $456M | $606M | $548M | $-85M | $317M | $438M | $489M | $-54M | $714M | $354M | $331M | $-99M | $464M | $492M | |
| CapEx | $30M | $14M | $24M | $20M | $18M | $23M | $-7M | $28M | $27M | $21M | $40M | $39M | $47M | $38M | $73M | $63M | |
| Investing Cash Flow | $-706M | $-733M | $-352M | $-255M | $-275M | $-92M | $-17M | $28M | $345M | $-287M | $-262M | $66M | $-95M | $46M | $-138M | $-82M | |
| Debt Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $50M | $69M | $26M | $29M | $26M | $43M | $26M | $30M | $3M | $20M | $4M | $4M | $152M | $28M | $5M | $6M | |
| Net Stock Activity | · | $-69M | · | · | · | $-43M | · | · | · | $-20M | · | · | · | $-28M | · | · | |
| Dividends Paid | $97M | $95M | $95M | $95M | $95M | $92M | $93M | $95M | $93M | $90M | $90M | $90M | $92M | $86M | $86M | $86M | |
| Financing Cash Flow | $-121M | $271M | $356M | $-310M | $-725M | $529M | $-392M | $-409M | $-712M | $-148M | $-110M | $-126M | $-171M | $-178M | $-168M | $-266M | |
| Free Cash Flow | · | $198M | · | · | · | $-108M | · | · | · | $-75M | · | · | · | $-137M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-87M | · | · | · | $-150M | · | · |
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 | 20.0% | 19.1% | · | 16.5% | 14.1% | 18.1% | · | 6.6% | 13.9% | 14.4% | · | 15.8% | 14.1% | 14.8% | · | 24.2% | |
| Net Margin | 18.6% | 12.6% | · | 21.7% | 13.0% | 11.2% | · | 3.6% | 8.9% | 9.6% | · | 9.1% | 9.2% | 10.2% | · | 12.3% | |
| Pretax Margin | 24.9% | 17.2% | · | 21.1% | 18.1% | 22.6% | · | 9.6% | 17.5% | 19.2% | · | 16.0% | 15.9% | 16.6% | · | 17.6% | |
| EBITDA Margin | 20.0% | 21.0% | · | 16.5% | 14.1% | 20.8% | · | 6.6% | 13.9% | 17.5% | · | 15.8% | 14.1% | 18.1% | · | 24.2% | |
| ROA | 1.2% | 0.80% | · | 1.3% | 0.71% | 0.61% | · | 0.19% | 0.47% | 0.49% | · | 0.45% | 0.44% | 0.47% | · | 0.57% | |
| ROE | 2.6% | 1.6% | · | 2.5% | 1.4% | 1.2% | · | 0.37% | 0.88% | 0.95% | · | 0.87% | 0.87% | 0.94% | · | 1.2% | |
| ROIC | 2.2% | 2.0% | · | 2.0% | 1.1% | 1.5% | · | 0.49% | 1.1% | 1.1% | · | 1.1% | 0.95% | 0.96% | · | 1.6% |
Liquidez e Solvência 1
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 12.7 | 13.4 | · | 13.2 | 11.1 | 11.6 | · | 18.8 |
Eficiência 1
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Avaliação (TTM) 11
| 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 | $6.73B | $6.43B | · | $6.20B | $6.04B | $6.00B | · | $5.92B | $5.84B | $5.78B | · | $5.75B | $5.84B | $6.02B | · | $6.36B | |
| Net Income TTM | $1.11B | $1.04B | · | $828M | $668M | $612M | · | $572M | $601M | $550M | · | $586M | $576M | $641M | · | $826M | |
| Market Cap | $11.65B | $10.77B | · | $10.21B | $7.03B | $6.79B | · | $7.89B | $6.73B | $7.46B | · | $6.53B | $7.54B | $7.51B | · | $6.23B | |
| P/E | 13.9 | 16.0 | · | 20.3 | 20.8 | 13.8 | · | 17.4 | 12.7 | 13.7 | · | 11.3 | 13.3 | 11.7 | · | 7.7 | |
| P/S | 1.7 | 1.7 | · | 1.6 | 1.2 | 1.1 | · | 1.3 | 1.2 | 1.3 | · | 1.1 | 1.3 | 1.2 | · | 1.0 | |
| P/B | 0.9 | 0.9 | · | 0.7 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.5 | · | 0.4 | |
| P / Tangible Book | 70.2 | · | · | · | · | 11.7 | · | 38.1 | 42.0 | 73.6 | · | · | · | · | · | · | |
| P / Cash Flow | · | 50.6 | · | · | · | -80.3 | · | · | · | -137.2 | · | · | · | -76.0 | · | · | |
| P / FCF | · | 54.3 | · | · | · | -62.9 | · | · | · | -99.0 | · | · | · | -54.9 | · | · | |
| Earnings Yield | 7.2% | 6.3% | · | 4.9% | 4.8% | 7.2% | · | 5.8% | 7.9% | 7.3% | · | 8.9% | 7.5% | 8.5% | · | 13.1% | |
| Payout Ratio | · | 43.5% | · | · | · | 54.1% | · | · | · | 63.7% | · | · | · | 59.1% | · | · |
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 | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B |
| Margem Operacional % | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% |
| Lucro líquido | $-175M | $752M | $-168M | $684M | $1.39B |
| EPS Diluído | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $1.44B | $1.12B | $1.14B | $510M | $969M |
Últimas notícias Notícias recentes mencionando esta empresa
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Investidores institucionais (13F) 733 declarantes · $7.9B 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 |
|---|---|---|---|---|
| 117 (+19 vs trimestre anterior) | 58 (-14 vs trimestre anterior) | 254 (+6 vs trimestre anterior) | 211 (+12 vs trimestre anterior) | +65.8M |
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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2.146.359.898 | 81.332.319 | 27,12% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $741.665.273 | 28.104.027 | 9,37% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $546.434.547 | 20.706.123 | 6,91% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $487.132.799 | 18.458.992 | 6,16% | Ações |
| STATE STREET CORP | $443.167.481 | 16.793.008 | 5,60% | Ações |
| MILLENNIUM MANAGEMENT LLC | $414.047.726 | 15.689.569 | 5,23% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $291.486.831 | 11.066.636 | 3,68% | Ações |
| Qube Research & Technologies Ltd | $141.153.565 | 5.348.752 | 1,78% | Ações |
| NORGES BANK | $137.508.658 | 5.210.635 | 1,74% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $97.787.000 | 3.705.443 | 1,24% | Ações |
| MACQUARIE GROUP LTD | $97.786.641 | 3.705.443 | 1,24% | Ações |
| ALLIANCEBERNSTEIN L.P. | $84.133.273 | 3.463.700 | 1,06% | Ações |
| Amundi | $80.100.934 | 3.035.276 | 1,01% | Ações |
| GOLDMAN SACHS GROUP INC | $79.109.620 | 2.997.712 | 1,00% | Ações |
| BARCLAYS PLC | $65.471.954 | 2.480.938 | 0,83% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $64.965.002 | 2.461.728 | 0,82% | Ações |
| Allianz Asset Management GmbH | $56.525.058 | 2.141.912 | 0,71% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $56.010.526 | 1.969.959 | 0,71% | Ações |
| Quantinno Capital Management LP | $47.760.149 | 1.809.782 | 0,60% | Ações |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $43.566.854 | 1.650.885 | 0,55% | Ações |
| TRIAN FUND MANAGEMENT, L.P. | $42.896.206 | 1.625.472 | 0,54% | Ações |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $42.467.184 | 1.609.215 | 0,54% | Ações |
| CITADEL ADVISORS LLC | $40.948.703 | 1.551.675 | 0,52% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $39.057.992 | 1.480.030 | 0,49% | Ações |
| Sonoma Allocations LLC | $38.300.409 | 447.018 | 0,48% | Ações |
| Fisher Asset Management, LLC | $38.208.451 | 1.447.838 | 0,48% | Ações |
| MILLENNIUM MANAGEMENT LLC | $37.497.551 | 1.420.900 | 0,47% | Opção de compra |
| Squarepoint Ops LLC | $37.125.109 | 1.406.787 | 0,47% | Ações |
| Engineers Gate Manager LP | $35.748.237 | 1.354.613 | 0,45% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $34.678.756 | 1.314.087 | 0,44% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.438.633 | 1.304.988 | 0,44% | Ações |
| AMERIPRISE FINANCIAL INC | $34.171.964 | 1.294.879 | 0,43% | Ações |
| D. E. Shaw & Co., Inc. | $31.927.150 | 1.209.820 | 0,40% | Ações |
| LETKO, BROSSEAU & ASSOCIATES INC | $31.154.398 | 1.180.538 | 0,39% | Ações |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $30.803.965 | 1.167.259 | 0,39% | Ações |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $30.022.756 | 1.236.013 | 0,38% | Ações |
| BlackRock, Inc. | $28.187.687 | 1.068.120 | 0,36% | Ações |
| BANK OF AMERICA CORP /DE/ | $27.689.496 | 1.049.242 | 0,35% | Ações |
| Vanguard Global Advisers, LLC | $25.161.414 | 953.445 | 0,32% | Ações |
| TODD ASSET MANAGEMENT LLC | $23.750.683 | 899.988 | 0,30% | Ações |
| TWO SIGMA INVESTMENTS, LP | $23.476.940 | 889.615 | 0,30% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $23.179.076 | 878.328 | 0,29% | Ações |
| IEQ CAPITAL, LLC | $22.360.446 | 847.307 | 0,28% | Ações |
| Trexquant Investment LP | $20.556.834 | 778.963 | 0,26% | Ações |
| NFJ INVESTMENT GROUP, LLC | $18.934.456 | 717.486 | 0,24% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $18.905.479 | 716.388 | 0,24% | Ações |
| Swiss National Bank | $18.821.348 | 713.200 | 0,24% | Ações |
| California Public Employees Retirement System | $18.649.153 | 706.675 | 0,24% | Ações |
| RHUMBLINE ADVISERS | $18.421.437 | 698.049 | 0,23% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.702.050 | 595.000 | 0,20% | Opção de compra |
| WELLINGTON MANAGEMENT GROUP LLP | $15.154.906 | 574.267 | 0,19% | Ações |
| STRS OHIO | $14.962.813 | 566.988 | 0,19% | Ações |
| Mitsubishi UFJ Asset Management Co., Ltd. | $14.927.160 | 565.637 | 0,19% | Ações |
| Swiss Life Asset Management Ltd | $14.842.792 | 562.440 | 0,19% | Ações |
| Susquehanna Portfolio Strategies, LLC | $14.833.450 | 562.086 | 0,19% | Ações |
| FIRST TRUST ADVISORS LP | $13.403.796 | 507.912 | 0,17% | Ações |
| Endure Capital Management, LLC | $12.181.782 | 461.606 | 0,15% | Ações |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $11.414.863 | 432.545 | 0,14% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10.423.232 | 394.969 | 0,13% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10.140.492 | 417.476 | 0,13% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $10.038.756 | 380.400 | 0,13% | Ações |
| Mariner, LLC | $9.834.160 | 372.650 | 0,12% | Ações |
| UBS Group AG | $9.802.170 | 371.435 | 0,12% | Ações |
| PEAK6 LLC | $9.767.546 | 370.123 | 0,12% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9.448.280 | 358.025 | 0,12% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $9.073.726 | 343.832 | 0,11% | Ações |
| Delta Global Management LP | $8.997.090 | 340.928 | 0,11% | Ações |
| Cambridge Financial Group, Inc. | $8.788.134 | 333.010 | 0,11% | Ações |
| RAYMOND JAMES FINANCIAL INC | $8.489.232 | 321.684 | 0,11% | Ações |
| Live Oak Private Wealth LLC | $8.471.979 | 321.030 | 0,11% | Ações |
| JANE STREET GROUP, LLC | $8.378.825 | 317.500 | 0,11% | Opção de compra |
| VANGUARD GROUP INC | $7.867.996 | 299.505 | 0,10% | Ações |
| Walleye Trading LLC | $7.823.975 | 296.475 | 0,10% | Ações |
| Erste Asset Management GmbH | $7.602.252 | 289.059 | 0,10% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $7.467.182 | 282.955 | 0,09% | Ações |
| IBEX WEALTH ADVISORS | $7.380.088 | 279.655 | 0,09% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.313.540 | 277.133 | 0,09% | Ações |
| EXCHANGE TRADED CONCEPTS, LLC | $7.275.591 | 275.695 | 0,09% | Ações |
| CWM, LLC | $7.206.887 | 296.702 | 0,09% | Ações |
| Interval Partners, LP | $7.162.246 | 271.400 | 0,09% | Opção de compra |
| ExodusPoint Capital Management, LP | $7.116.380 | 269.662 | 0,09% | Ações |
| Point72 Europe (London) LLP | $7.102.984 | 309.633 | 0,09% | Ações |
| SEI INVESTMENTS CO | $7.060.350 | 266.027 | 0,09% | Ações |
| CITADEL ADVISORS LLC | $7.046.130 | 267.000 | 0,09% | Opção de compra |
| Arax Advisory Partners | $6.720.278 | 254.652 | 0,08% | Ações |
| JANE STREET GROUP, LLC | $6.676.353 | 252.988 | 0,08% | Ações |
| Del-Sette Capital Management, LLC | $6.647.060 | 251.878 | 0,08% | Ações |
| Poehling Capital Management, INC. | $6.635.211 | 251.429 | 0,08% | Ações |
| State of Tennessee, Department of Treasury | $6.517.249 | 246.959 | 0,08% | Ações |
| CREDIT AGRICOLE S A | $6.241.499 | 236.510 | 0,08% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $5.959.680 | 225.831 | 0,08% | Ações |
| ALGERT GLOBAL LLC | $5.948.491 | 225.407 | 0,08% | Ações |
| Vontobel Holding Ltd. | $5.884.970 | 223.000 | 0,07% | Ações |
| NewEdge Advisors, LLC | $5.872.874 | 222.541 | 0,07% | Ações |
| Man Group plc | $5.791.866 | 219.472 | 0,07% | Ações |
| MERCER GLOBAL ADVISORS INC /ADV | $5.778.720 | 218.974 | 0,07% | Ações |
| GABELLI FUNDS LLC | $5.673.850 | 215.000 | 0,07% | Ações |
| Corient Private Wealth LP | $5.654.312 | 214.266 | 0,07% | Ações |
| Y-Intercept (Hong Kong) Ltd | $5.510.443 | 208.808 | 0,07% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $5.508.253 | 208.725 | 0,07% | Ações |
Executivos da empresa 46 insiders · 23 diretores · 20 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Andrew Schlossberg | President and CEO | 2 de Julho de 2026 F | 742.708 | 0 | 0 | $0 |
| Martin L Flanagan | President & CEO | 1 de Março de 2023 S | 452.584 | 0 | 0 | $0 |
| Laura Allison Dukes | Chief Financial Officer | 2 de Julho de 2026 F | 290.258 | 0 | 0 | $0 |
| Loren M Starr | SMD & CFO | 9 de Julho de 2020 A | 654.755 | 0 | 0 | $0 |
| Jeffrey H Kupor | Senior Managing Director | 2 de Julho de 2026 F | 125.818 | 0 | 0 | $0 |
| Andrew Tak Shing Lo | Senior Managing Director | 2 de Julho de 2026 M | 955.847 | 0 | 0 | $0 |
| Douglas J Sharp | Senior Managing Director | 31 de Agosto de 2023 M | 71.531 | 0 | 0 | $0 |
| Tony Wong | Senior Managing Director | 9 de Julho de 2023 J | 157.371 | 0 | 0 | $0 |
| Jennifer Krevitt | SMD & Chief HR Officer | 3 de Julho de 2023 A | 91.120 | 0 | 0 | $0 |
| Mark F Giuliano | SMD & Chief Adm Officer | 3 de Julho de 2023 A | 180.375 | 0 | 0 | $0 |
| Stephanie Butcher | Senior Managing Director | 28 de Fevereiro de 2023 F | 125.051 | 0 | 0 | $0 |
| Terry Vacheron | Chief Accounting Officer | 28 de Fevereiro de 2023 F | 17.972 | 0 | 0 | $0 |
| Gregory Mcgreevey | Senior Managing Director | 8 de Março de 2022 S | 260.403 | 0 | 0 | $0 |
| Annette Lege | Chief Accounting Officer | 28 de Fevereiro de 2022 F | 110.143 | 0 | 0 | $0 |
| Kevin M Carome | SMD and General Counsel | 28 de Fevereiro de 2022 F | 625.997 | 0 | 0 | $0 |
| Philip Taylor | Senior Managing Director | 20 de Março de 2019 F | 270.899 | 0 | 0 | $0 |
| Roderick G.H. Ellis | Chief Accounting Officer | 28 de Fevereiro de 2017 F | 84.064 | 0 | 0 | $0 |
| Karen Dunn Kelley | Senior Managing Director | 14 de Dezembro de 2016 G | 718.804 | 0 | 0 | $0 |
| Gregory Mark Armour | SMD | 3 de Março de 2015 S | 383.018 | 0 | 0 | $0 |
| James Robertson | SMD | 28 de Fevereiro de 2012 F | 878.901 | 0 | 0 | $0 |
| David Hartley | Chief Accounting Officer | 28 de Fevereiro de 2011 F | 148.645 | 0 | 0 | $0 |
| Bob Yerbury | Senior Managing Director | 28 de Fevereiro de 2008 A | 217.582 | 0 | 0 | $0 |
| John S Markwalter Jr | Senior Managing Director | 13 de Dezembro de 2007 F | 51.732 | 0 | 0 | $0 |
| Thomas P Gibbons | Conselheiro | 15 de Maio de 2026 A | 47.202 | 0 | 0 | $0 |
| Phoebe A Wood | Conselheiro | 15 de Maio de 2026 A | 110.111 | 0 | 0 | $0 |
| Christopher C Womack | Conselheiro | 15 de Maio de 2026 A | 59.917 | 0 | 0 | $0 |
| Richard G Wagoner JR | Conselheiro | 15 de Maio de 2026 A | 107.870 | 0 | 0 | $0 |
| Elizabeth S. Johnson | Conselheiro | 15 de Maio de 2023 A | 15.975 | 0 | 0 | $0 |
| Paula Tolliver | Conselheiro | 15 de Maio de 2023 A | 33.272 | 0 | 0 | $0 |
| Sarah Beshar | Conselheiro | 15 de Maio de 2023 A | 82.352 | 0 | 0 | $0 |
| Nigel Sheinwald | Conselheiro | 15 de Maio de 2023 A | 69.173 | 0 | 0 | $0 |
| Denis Kessler | Conselheiro | 15 de Maio de 2023 M | 92.870 | 0 | 0 | $0 |
| Robert C Henrikson | Conselheiro | 15 de Maio de 2022 A | 81.264 | 0 | 0 | $0 |
| Rod Canion | Conselheiro | 28 de Outubro de 2020 A | 122.931 | 0 | 0 | $0 |
| Ben F. Johnson III | Conselheiro | 26 de Julho de 2019 A | 55.442 | 0 | 0 | $0 |
| Edward P Lawrence | Conselheiro | 28 de Julho de 2017 A | 37.320 | 0 | 0 | $0 |
| Thomas J Presby | Conselheiro | 4 de Maio de 2015 S | 871 | 0 | 0 | $0 |
| John Michael Middlecott Banham | Conselheiro | 2 de Maio de 2014 A | 20.112 | 0 | 0 | $0 |
| Rex D Adams | Conselheiro | 2 de Maio de 2014 A | 67.974 | 0 | 0 | $0 |
| Jerome P Kenney | Conselheiro | 30 de Outubro de 2008 A | 2.718 | 0 | 0 | $0 |
| Trian Fund Management, L.P. | Detentor de 10% | 30 de Janeiro de 2023 S | 45.419.188 | 0 | 0 | $0 |
| Invesco Ltd. | Detentor de 10% | 5 de Junho de 2020 P | 13.226.532 | 0 | 0 | $0 |
| Thomas M Finke | — | 15 de Maio de 2026 A | 64.238 | 0 | 0 | $0 |
| William Francis Glavin Jr | — | 15 de Maio de 2026 A | 81.084 | 0 | 0 | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | — | 8 de Março de 2022 P | 4.114.098 | 0 | 0 | $0 |
| Colin Meadows | — | 4 de Novembro de 2021 S | 135.937 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 7 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 |
|---|---|---|---|---|---|
| Nelson Peltz, Peter W. May, Trian Fund Management, L.P., Trian Fund Management GP, LLC, Trian Partners AM Holdco, Ltd. ×11 declarações | 22 de Maio de 2025 | 4,62% | Emenda | — | SEC |
| Nelson Peltz (2), Peter W. May (2), Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners AM Holdco, Ltd. S.S. OR | 14 de Junho de 2024 | — | Declaração inicial | — | SEC |
| Massachusetts Mutual Life Insurance Company, MassMutual Holding LLC, MM Asset Management Holding LLC ×3 declarações | 15 de Junho de 2022 | — | Declaração inicial | — | SEC |
| Invesco Ltd. IRS# 980557567 ×11 declarações | 20 de Maio de 2021 | — | Declaração inicial | — | SEC |
| Invesco Ltd. IRS # 980557567 ×8 declarações | 25 de Maio de 2018 | — | Declaração inicial | Investimento passivo | SEC |
| Invesco Ltd. – IRS # 908557567 Invesco Trimark Ltd. | 24 de Dezembro de 2009 | — | Declaração inicial | Investimento passivo | SEC |
| 13 de Fevereiro de 2002 | — | 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 93 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 |
|---|---|---|---|---|
| RSPF · Invesco Exchange-Traded Fund Trust | 1,36% | 133.303 SH | 8 de Agosto de 2026 | Diário |
| DVY · iShares Trust | 1,25% | 9.224.921 SH | 8 de Agosto de 2026 | Diário |
| RFDA · ALPS ETF Trust | 1,07% | 33.020 NS | 31 de Maio de 2026 | N-PORT |
| OASC · Unified Series Trust | 1,05% | 31.108 NS | 31 de Maio de 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 1,01% | 302.818 SH | 8 de Agosto de 2026 | Diário |
| RPV · Invesco Exchange-Traded Fund Trust | 0,91% | 491.068 SH | 8 de Agosto de 2026 | Diário |
| DFSV · Dimensional ETF Trust | 0,74% | 2.132.570 NS | 30 de Abril de 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,56% | 16.712 NS | 30 de Abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,49% | 2.557.359 NS | 30 de Abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,35% | 169.919 NS | 30 de Abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,32% | 69.722 SH | 8 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,29% | 264.516 SH | 8 de Agosto de 2026 | Diário |
| SMIZ · Zacks Trust | 0,28% | 25.103 NS | 31 de Maio de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,24% | 64.571 NS | 31 de Maio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,24% | 6.131.207 SH | 8 de Agosto de 2026 | Diário |
| VFVA · VANGUARD WELLINGTON FUND | 0,22% | 71.451 SH | 8 de Agosto de 2026 | Diário |
| RSP · Invesco Exchange-Traded Fund Trust | 0,22% | 6.755.387 SH | 8 de Agosto de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,21% | 1.123.073 NS | 30 de Abril de 2026 | N-PORT |
| IYG · iShares Trust | 0,19% | 133.531 SH | 8 de Agosto de 2026 | Diário |
| IYF · iShares Trust | 0,17% | 239.250 SH | 8 de Agosto de 2026 | Diário |
| ISCB · iShares Trust | 0,16% | 14.203 SH | 8 de Agosto de 2026 | Diário |
| SMMD · iShares Trust | 0,15% | 179.484 SH | 8 de Agosto de 2026 | Diário |
| SMLF · iShares Trust | 0,15% | 197.612 SH | 8 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,13% | 9.659.783 SH | 8 de Agosto de 2026 | Diário |
| VFMO · VANGUARD WELLINGTON FUND | 0,12% | 89.874 SH | 8 de Agosto de 2026 | Diário |
| FAS · Direxion Shares ETF Trust | 0,11% | 84.947 NS | 30 de Abril de 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,11% | 579.171 SH | 8 de Agosto de 2026 | Diário |
| SPVU · Invesco Exchange-Traded Fund Trust … | 0,11% | 5.205 NS | 31 de Maio de 2026 | N-PORT |
| IWS · iShares Trust | 0,11% | 540.940 SH | 8 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,10% | 21.734 SH | 8 de Agosto de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,09% | 14.303 NS | 30 de Abril de 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 27.160 SH | 8 de Agosto de 2026 | Diário |
| IXG · iShares Trust | 0,09% | 19.557 SH | 8 de Agosto de 2026 | Diário |
| IWR · iShares Trust | 0,08% | 1.463.628 SH | 8 de Agosto de 2026 | Diário |
| XOEF · iShares Trust | 0,08% | 566 SH | 8 de Agosto de 2026 | Diário |
| DFSU · Dimensional ETF Trust | 0,08% | 61.436 NS | 30 de Abril de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 17.740 SH | 8 de Agosto de 2026 | Diário |
| DCOR · Dimensional ETF Trust | 0,07% | 74.912 NS | 30 de Abril de 2026 | N-PORT |
| DGRO · iShares Trust | 0,07% | 908.335 SH | 8 de Agosto de 2026 | Diário |
| DFUV · Dimensional ETF Trust | 0,06% | 350.101 NS | 30 de Abril de 2026 | N-PORT |
| SPMO · Invesco Exchange-Traded Fund Trust … | 0,06% | 382.963 SH | 8 de Agosto de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,05% | 882.078 NS | 30 de Abril de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,05% | 155.752 SH | 8 de Agosto de 2026 | Diário |
| IVE · iShares Trust | 0,05% | 738.652 SH | 8 de Agosto de 2026 | Diário |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,04% | 7.299 NS | 31 de Maio de 2026 | N-PORT |
| IUSV · iShares Trust | 0,04% | 386.341 SH | 8 de Agosto de 2026 | Diário |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,04% | 102.391 SH | 8 de Agosto de 2026 | Diário |
| VYM · VANGUARD WHITEHALL FUNDS | 0,04% | 1.437.202 SH | 8 de Agosto de 2026 | Diário |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,04% | 119.886 SH | 8 de Agosto de 2026 | Diário |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,03% | 16.775 SH | 8 de Agosto de 2026 | Diário |