NBTB NBT Bancorp Inc. - Common Stock
$52,89
Preço · Ago 19, 2026
Fundamentais a partir de Ago 7, 2026
Intervalo 52 Semanas
$39–$54
89% of range
Classificação do Analista
HOLD
13 analysts
Preço-Alvo
$57
+7% upside
P/E (TTM)
12.5
ROE
9.1%
Margem de Lucro Líquido
92.5%
Sobre NBT Bancorp Inc. - Common Stock Visão geral da empresa da Wikipedia
NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
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NBT Bank, N.A. is an American financial institution that operates through a network of 176 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, New York, United States. NBT Bancorp is traded on the Nasdaq Global Select Market under the symbol NBTB.
History
Founded in 1856 by Warren Newton (former contractor for the Erie and Chenango canals), Isaac Newton (Warren's brother), and James H. Smith (NBT Bank's first President), NBT Bank was first a state-chartered bank called the Bank of Norwich. The bank's first board meeting was held on March 3, 1856 at the law office of Warren and Isaac Newton. The bank opened for business on July 15, 1856 in a storefront on South Main Street.
On June 28, 1865, the bank received a national charter (which it holds to this day) and changed its name to the National Bank of Norwich. In 1918, NBT Bank was one of the first national banks in New York State to apply for and receive trust powers under a Federal Reserve Act and established a Trust Department. In 1925, NBT Bank changed its name a second time to better reflect its expanded services. Over the years, the area served by NBT Bank expanded and in 1989 the bank changed its name for the third time to The National Bank and Trust Company without "of Norwich." In 1995, the bank changed its name for the fourth time to NBT Bank, N.A. (The "N.A." stands for "National Association" and is used primarily in formal or legal contexts.) At the same time, NBT Bank introduced its current logo featuring a blue star and red lettering.
In 2016, NBT Bank celebrated its 160th year in business and published an updated history of the bank to commemorate this milestone.
Mergers and acquisitions
NBT Bank completed its first acquisitions in the 1930s. Since that time, the bank has continued to grow through bank and branch acquisitions as well as through organic expansion.
Since 2000, NBT Bank acquired the following banks: LA Bank based in Scranton, Pennsylvania in 2000; Pioneer American Bank based in Carbondale, Pennsylvania in 2000; First National Bank of Northern New York based in Norfolk, New York in 2001; Central National Bank based in Canajoharie, New York in 2001; City National Bank and Trust Company based in Gloversville, New York in 2005; Hampshire First Bank based in Manchester, New Hampshire in 2012; and Alliance Bank based in Syracuse, New York in 2013. The merger with Alliance Bank was completed on March 8, 2013 and is NBT Bank's largest to date. In December 2022, NBT announced that it will acquire the Connecticut-based Salisbury Bancorp in an equity transaction valued at $204 million. The deal for Salisbury Bancorp closed in August 2023 for $204 million and Salisbury Bank President and CEO Richard J. Cantele Jr. was named to the NBT Bank board of directors and executive management team.
NBT acquired Evans Bank of Williamsville, NY on May 2, 2025. The merger extended NBT’s branch network into the Western Region of New York with the addition of 14 banking offices in the Buffalo area and 4 locations in greater Rochester.
Naming rights
NBT Bank owns the naming rights to NBT Bank Stadium in Syracuse, New York.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
NBTB Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$52.89
Capitalização de Mercado
—
P/E (TTM)
12.5
EPS (TTM)
$3.33
Receita (TTM)
$183M
Rendimento div.
—
ROE
9.1%
Dívida/Capital
0.1
Intervalo 52 Semanas
$39 – $55
NBTB 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
$183M
2021-12-31
→
2025-12-31
EPS
$3.33
2021-12-31
→
2025-12-31
Fluxo de caixa livre
$219M
2021-12-31
→
2025-12-31
Margens
92.5%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
NBTB
Mediana de Pares
P/E (TTM)
12.5
13.0
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
NBTB
Mediana de Pares
Net Profit Margin (Margem de Lucro Líquido)
92.5%
27.6%
ROA
1.1%
1.0%
ROE
9.1%
9.2%
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
NBTB
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
0.1
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
NBTB
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
10.4%
—
Revenue CAGR 3Y (CAGR Receita 3A)
6.7%
—
Revenue CAGR 5Y (CAGR Receita 5A)
5.4%
—
EPS YoY
12.1%
—
Net Income YoY (Lucro Líquido Ano a Ano)
20.3%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
NBTB
Mediana de Pares
Payout Ratio (Índice de Pagamento)
42.9%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
—
Índice de Pagamento
42.9%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 1 de Junho de 2026 | $0,3700 |
| 2 de Março de 2026 | $0,3700 |
| 1 de Dezembro de 2025 | $0,3700 |
| 29 de Agosto de 2025 | $0,3700 |
| 2 de Junho de 2025 | $0,3400 |
| 3 de Março de 2025 | $0,3400 |
| 2 de Dezembro de 2024 | $0,3400 |
| 30 de Agosto de 2024 | $0,3400 |
| 3 de Junho de 2024 | $0,3200 |
| 29 de Fevereiro de 2024 | $0,3200 |
| 30 de Novembro de 2023 | $0,3200 |
| 31 de Agosto de 2023 | $0,3200 |
| 31 de Maio de 2023 | $0,3000 |
| 28 de Fevereiro de 2023 | $0,3000 |
| 30 de Novembro de 2022 | $0,3000 |
| 31 de Agosto de 2022 | $0,3000 |
| 31 de Maio de 2022 | $0,2800 |
| 28 de Fevereiro de 2022 | $0,2800 |
| 30 de Novembro de 2021 | $0,2800 |
| 31 de Agosto de 2021 | $0,2800 |
NBTB Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
13 analistas
- Compra forte 2 15,4%
- Compra 5 38,5%
- Manter 6 46,2%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
6 analistas · 2026-08-19
Mediana
$56.00
Média
$56.83
← Abaixo de todos os alvos
$52.89
Mín
$54.00
Máx
$62.00
Alvo mediano
$56.00
+5,9%
Alvo médio
$56.83
+7,5%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.02%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $1.01 | $1.04 | -0.03% |
| 31 de Março de 2026 | $0.97 | $1.00 | -0.03% |
| 31 de Dezembro de 2025 | $1.05 | $1.01 | 0.04% |
| 30 de Setembro de 2025 | $1.05 | $0.99 | 0.06% |
| 30 de Junho de 2025 | $0.88 | $0.83 | 0.05% |
| 31 de Março de 2025 | $0.80 | $0.76 | 0.04% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| NBTB | — | 12.5 | 10.4% | 92.5% | 9.1% | — |
| BANC | $2.89B | 16.5 | -3.8% | 12.6% | 6.6% | — |
| FBK | $2.89B | 22.8 | 22.9% | 21.9% | 7.0% | — |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | — |
| TRMK | $2.30B | 10.5 | 42.6% | 28.0% | 10.7% | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| FRME | — | — | — | — | — | — |
| CUBI | — | — | — | — | — | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Interest Expense | · | · | $145M | $22M | $19M | $33M | $56M | $39M | $26M | $23M | |
| Interest Income | $711M | $612M | $523M | $384M | $340M | $348M | $368M | $344M | $309M | $287M | |
| Pretax Income | $219M | $179M | $153M | $196M | $200M | $133M | $155M | $137M | $128M | $119M | |
| Income Tax | $50M | $39M | $35M | $44M | $45M | $29M | $34M | $24M | $46M | $40M | |
| Net Income | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| EPS (Basic) | $3.34 | $2.98 | $2.67 | $3.54 | $3.57 | $2.39 | $2.76 | $2.58 | $1.89 | $1.81 | |
| EPS (Diluted) | $3.33 | $2.97 | $2.65 | $3.52 | $3.54 | $2.37 | $2.74 | $2.56 | $1.87 | $1.80 | |
| Shares (Basic) | 50,651,000 | 47,165,000 | 44,528,000 | 42,917,000 | 43,421,000 | 43,693,000 | 43,815,000 | 43,701,000 | 43,575 | 43,244 | |
| Shares (Diluted) | 50,875,000 | 47,433,000 | 44,770,000 | 43,181,000 | 43,719,000 | 43,989,000 | 44,124,000 | 44,020,000 | 43,905 | 43,622 |
Balanço Patrimonial 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $673M | $217M | $181M | $160M | $149M | |
| PP&E (Net) | $99M | $81M | $81M | $69M | $72M | $74M | $76M | $79M | $81M | $84M | |
| PP&E (Gross) | $280M | $253M | $243M | $190M | $184M | $180M | $180M | $177M | $179M | $177M | |
| Accum. Depreciation | $181M | $172M | $163M | $121M | $112M | $106M | $104M | $98M | $98M | $93M | |
| Goodwill | $453M | $363M | $362M | $281M | $281M | $281M | $275M | $275M | $268M | $265M | |
| Intangibles | $58M | $36M | $40M | $7M | $9M | $12M | $12M | $16M | $13M | $16M | |
| Total Assets | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B | |
| Short-term Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Total Liabilities | $14.10B | $12.26B | $11.88B | $10.57B | $10.76B | $9.75B | $8.60B | $8.54B | $8.18B | $7.95B | |
| Long-term Debt | · | · | · | · | · | · | · | $74M | $89M | $104M | |
| Total Debt | $148M | $163M | $387M | $585M | $98M | $168M | $655M | $872M | $719M | $682M | |
| Common Stock | $591.0K | $540.0K | $540.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | $497.0K | |
| Paid-in Capital | $965M | $743M | $741M | $578M | $577M | $578M | $577M | $575M | $574M | $575M | |
| Retained Earnings | $1.20B | $1.10B | $1.02B | $958M | $856M | $749M | $696M | $621M | $544M | $502M | |
| Treasury Stock | $183M | $175M | $177M | $173M | $160M | $140M | $134M | $136M | $138M | $142M | |
| AOCI | $-83M | $-142M | $-161M | $-190M | $-23M | $417.0K | $-19M | $-43M | $-22M | $-22M | |
| Stockholders' Equity | $1.90B | $1.53B | $1.43B | $1.17B | $1.25B | $1.19B | $1.12B | $1.02B | $958M | $913M | |
| Liabilities + Equity | $16.00B | $13.79B | $13.31B | $11.74B | $12.01B | $10.93B | $9.72B | $9.56B | $9.14B | $8.87B |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $6M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $24M | $9M | $6M | $-20M | $864.0K | $-17M | $-2M | $3M | $4M | $4M | |
| Amort. of Intangibles | $12M | $8M | $5M | $2M | $3M | $3M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $235M | $189M | $157M | $183M | $159M | $145M | $153M | $148M | $137M | $111M | |
| CapEx | $16M | $12M | $9M | $7M | $8M | $8M | $7M | $7M | $7M | $3M | |
| Investing Cash Flow | $169M | $-399M | $-44M | $-926M | $-548M | $-713M | $-64M | $-418M | $-305M | $-630M | |
| Debt Issued | · | · | · | · | · | · | $11M | $25M | $25M | $24M | |
| Net Debt Issued | · | · | · | · | · | · | $-10M | $-15M | $-15M | $-26M | |
| Stock Repurchased | $10M | $251.0K | $5M | $15M | $22M | $8M | $0 | $0 | $0 | $17M | |
| Net Stock Activity | $-10M | $-251.0K | $-5M | $-15M | $-22M | $-8M | · | $0 | $0 | $-17M | |
| Dividends Paid | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M | |
| Financing Cash Flow | $-201M | $289M | $-105M | $-329M | $985M | $1.02B | $-53M | $291M | $179M | $528M | |
| Net Change in Cash | · | · | · | · | · | · | · | $21M | $10M | $9M | |
| Taxes Paid | $25M | $23M | $28M | $63M | $46M | $46M | $28M | $32M | $34M | $41M | |
| Free Cash Flow | $219M | $177M | $148M | $176M | $150M | $134M | $147M | $140M | $130M | $106M | |
| Levered FCF | · | · | $36M | $159M | $135M | $109M | $103M | $109M | $114M | $91M |
Lucratividade 4
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 92.5% | 84.9% | 82.1% | 100.9% | 102.6% | 74.1% | 90.0% | 89.3% | 20.3% | 20.6% | |
| Pretax Margin | 120.0% | 108.3% | 106.0% | 130.2% | 132.3% | 94.4% | 115.6% | 108.7% | 31.7% | 31.2% | |
| ROA | 1.1% | 1.0% | 0.95% | 1.3% | 1.4% | 1.0% | 1.3% | 1.2% | 0.91% | 0.92% | |
| ROE | 9.1% | 9.2% | 8.5% | 13.1% | 12.4% | 8.9% | 10.9% | 11.2% | 8.6% | 8.6% |
Liquidez e Solvência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.3 | 0.5 | 0.1 | 0.1 | 0.6 | 0.9 | 0.8 | 0.7 |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.4% | 14.5% | -3.9% | -0.23% | 7.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.7% | 3.1% | 0.90% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 12.1% | 12.1% | -24.7% | -0.56% | 49.4% | · | · | · | · | · | |
| EPS CAGR 3Y | -1.8% | -5.7% | 3.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.0% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.3% | 18.4% | -21.9% | -1.9% | 48.4% | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.6% | -3.2% | 4.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.2% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 6
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $183M | $166M | $145M | $151M | $151M | $141M | $134M | $126M | $113M | $111M | |
| Net Income TTM | $169M | $141M | $119M | $152M | $155M | $104M | $121M | $113M | $82M | $78M | |
| P/E | 12.5 | 16.1 | 15.8 | 12.3 | 10.9 | 13.5 | 14.8 | 13.5 | 19.7 | 23.3 | |
| Earnings Yield | 8.0% | 6.2% | 6.3% | 8.1% | 9.2% | 7.4% | 6.8% | 7.4% | 5.1% | 4.3% | |
| Payout Ratio | 42.9% | 44.3% | 47.0% | 32.7% | 30.8% | 45.2% | 38.0% | 38.4% | 48.8% | 49.6% | |
| Annual Payout | $73M | $62M | $56M | $50M | $48M | $47M | $46M | $43M | $40M | $39M |
Demonstração de Resultados 9
| 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 Expense | · | · | · | · | · | · | · | · | · | $52M | · | $42M | $32M | $19M | · | $5M | |
| Interest Income | $186M | $183M | $189M | $190M | $178M | $154M | $158M | $156M | $151M | $147M | $151M | $137M | $121M | $114M | $109M | $99M | |
| Pretax Income | $69M | $67M | $70M | $72M | $31M | $47M | $46M | $49M | $42M | $43M | $40M | $32M | $39M | $43M | $47M | $50M | |
| Income Tax | $16M | $16M | $14M | $17M | $8M | $10M | $10M | $11M | $9M | $9M | $9M | $7M | $9M | $10M | $11M | $11M | |
| Net Income | $53M | $51M | $56M | $54M | $23M | $37M | $36M | $38M | $33M | $34M | $30M | $25M | $30M | $34M | $36M | $39M | |
| EPS (Basic) | $1.02 | $0.98 | $1.07 | $1.04 | $0.45 | $0.78 | $0.76 | $0.81 | $0.69 | $0.72 | $0.65 | $0.54 | $0.70 | $0.78 | $0.84 | $0.91 | |
| EPS (Diluted) | $1.02 | $0.98 | $1.09 | $1.03 | $0.44 | $0.77 | $0.77 | $0.80 | $0.69 | $0.71 | $0.63 | $0.54 | $0.70 | $0.78 | $0.84 | $0.90 | |
| Shares (Basic) | 51,981,000 | 52,123,000 | -99,594,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,313,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,434,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,907,000 | 42,838,000 | |
| Shares (Diluted) | 51,981,000 | 52,123,000 | -99,370,000 | 52,426,000 | 50,575,000 | 47,244,000 | -94,045,000 | 47,172,000 | 47,158,000 | 47,148,000 | -86,192,000 | 45,163,000 | 42,905,000 | 42,894,000 | -85,643,000 | 42,838,000 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $98M | $100M | $99M | $99M | $96M | $82M | $81M | $80M | $79M | $80M | · | $83M | $67M | $68M | · | $69M | |
| PP&E (Gross) | · | · | $280M | · | · | · | $253M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $181M | · | · | · | $172M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $453M | $453M | $453M | $454M | $454M | $363M | $363M | $362M | $362M | $362M | $362M | $360M | $281M | $281M | $281M | $281M | |
| Intangibles | $51M | $54M | $58M | $61M | $64M | $34M | $36M | $36M | $37M | $39M | $40M | $43M | $6M | $7M | $7M | $8M | |
| Total Assets | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | $13.31B | $13.83B | $11.89B | $11.84B | $11.74B | $11.64B | |
| Short-term Debt | $316M | $118M | $148M | $139M | $113M | $86M | $163M | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Total Liabilities | $14.27B | $14.29B | $14.10B | $14.26B | $14.21B | $12.30B | $12.26B | $12.32B | $12.04B | $12.00B | · | $12.46B | $10.68B | $10.63B | · | $10.48B | |
| Total Debt | $316M | $118M | · | $139M | $113M | $86M | · | $205M | $225M | $267M | · | $490M | $652M | $475M | · | $75M | |
| Common Stock | $591.0K | $591.0K | $591.0K | $591.0K | $591.0K | $540.0K | $540.0K | $540.0K | $540.0K | $540.0K | · | $540.0K | $497.0K | $497.0K | · | $497.0K | |
| Paid-in Capital | $966M | $966M | $965M | $964M | $963M | $741M | $743M | $743M | $742M | $741M | · | $741M | $578M | $578M | · | $578M | |
| Retained Earnings | $1.26B | $1.23B | $1.20B | $1.16B | $1.13B | $1.12B | $1.10B | $1.08B | $1.06B | $1.04B | · | $1.01B | $997M | $980M | · | $935M | |
| Treasury Stock | $196M | $194M | $183M | $173M | $174M | $175M | $175M | $176M | $176M | $176M | · | $177M | $175M | $173M | · | $173M | |
| AOCI | $-89M | $-87M | $-83M | $-99M | $-109M | $-122M | $-142M | $-126M | $-163M | $-164M | $-161M | $-208M | $-190M | $-174M | $-190M | $-184M | |
| Stockholders' Equity | $1.94B | $1.91B | $1.90B | $1.85B | $1.81B | $1.57B | $1.53B | $1.52B | $1.46B | $1.44B | $1.43B | $1.36B | $1.21B | $1.21B | $1.17B | $1.16B | |
| Liabilities + Equity | $16.21B | $16.20B | $16.00B | $16.11B | $16.01B | $13.86B | $13.79B | $13.84B | $13.50B | $13.44B | · | $13.83B | $11.89B | $11.84B | · | $11.64B |
Fluxo de Caixa 12
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $871.0K | $3M | $647.0K | $2M | $873.0K | $2M | $837.0K | $964.0K | $2M | $2M | $965.0K | $825.0K | $847.0K | $2M | $581.0K | $670.0K | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $458.0K | $536.0K | $538.0K | $544.0K | |
| Operating Cash Flow | $62M | $53M | $66M | $81M | $46M | $42M | $49M | $52M | $51M | $37M | $36M | $55M | $45M | $22M | $30M | $51M | |
| CapEx | $1M | $4M | $4M | $6M | $2M | $4M | $4M | $4M | $1M | $2M | $3M | $3M | $1M | $1M | $2M | $2M | |
| Investing Cash Flow | $-429M | $-6M | $-36M | $-14M | $332M | $-113M | $-148M | $-58M | $-180M | $-13M | $48M | $67M | $-83M | $-76M | $-227M | $-142M | |
| Stock Repurchased | $3M | $11M | $10M | $0 | $0 | $0 | $0 | $0 | $188.0K | $63.0K | $0 | $2M | $3M | $0 | $0 | $0 | |
| Net Stock Activity | · | $-11M | · | · | · | $0 | · | · | · | $-63.0K | · | · | · | $0 | · | · | |
| Dividends Paid | $19M | $19M | $19M | $19M | $18M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $13M | |
| Financing Cash Flow | $-54M | $182M | $-183M | $32M | $-91M | $41M | $-100M | $281M | $18M | $90M | $-551M | $350M | $10M | $86M | $74M | $-111M | |
| Taxes Paid | $17M | $3M | $8M | $16.0K | $15M | $2M | $6M | $8M | $6M | $4M | $973.0K | $5M | $6M | $15M | $21M | $18M | |
| Free Cash Flow | · | $49M | · | · | · | $38M | · | · | · | $34M | · | · | · | $20M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $6M | · | · |
Lucratividade 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.4% | 27.7% | · | 29.3% | 13.2% | 23.8% | · | 25.8% | 23.3% | 24.1% | · | 18.2% | 24.8% | 26.6% | · | 29.6% | |
| Pretax Margin | 37.0% | 36.1% | · | 38.6% | 17.9% | 30.5% | · | 33.1% | 29.9% | 30.7% | · | 23.5% | 32.0% | 34.2% | · | 38.3% | |
| ROA | 0.33% | 0.34% | · | 0.36% | 0.15% | 0.27% | · | 0.28% | 0.26% | 0.27% | · | 0.19% | 0.25% | 0.28% | · | 0.33% | |
| ROE | 2.8% | 2.9% | · | 3.2% | 1.4% | 2.4% | · | 2.6% | 2.5% | 2.5% | · | 1.9% | 2.5% | 2.8% | · | 3.2% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.4 | 0.5 | 0.4 | · | 0.1 |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Avaliação (TTM) 5
| 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 | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | |
| Net Income TTM | $181M | $165M | · | $152M | $130M | $141M | · | $129M | $121M | $122M | · | $127M | $140M | $150M | · | $153M | |
| P/E | 14.2 | 13.2 | · | 13.7 | 15.4 | 14.4 | · | 16.1 | 14.6 | 13.4 | · | 10.9 | 9.8 | 9.7 | · | 10.7 | |
| Earnings Yield | 7.0% | 7.6% | · | 7.3% | 6.5% | 6.9% | · | 6.2% | 6.8% | 7.4% | · | 9.2% | 10.2% | 10.3% | · | 9.3% | |
| Payout Ratio | · | 37.6% | · | · | · | 43.7% | · | · | · | 44.6% | · | · | · | 38.2% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Receita | $183M | — | — | $166M | — |
| Lucro líquido | $169M | — | — | $141M | — |
| EPS Diluído | $3.33 | — | — | $2.97 | — |
Balanço Patrimonial
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.1 | — | — | 0.1 | — |
Fluxo de Caixa
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $219M | — | — | $177M | — |
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
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Investidores institucionais (13F) 303 declarantes · $1.1B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 35 (-22 vs trimestre anterior) | 38 (+18 vs trimestre anterior) | 87 (-9 vs trimestre anterior) | 84 (+8 vs trimestre anterior) | +825K |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $170.303.691 | 3.449.538 | 15,67% | Ações |
| STATE STREET CORP | $134.853.711 | 2.731.491 | 12,41% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $113.132.991 | 2.291.533 | 10,41% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $111.325.647 | 2.254.925 | 10,24% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $59.190.904 | 1.198.659 | 5,45% | Ações |
| FMR LLC | $33.979.248 | 688.257 | 3,13% | Ações |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $31.979.295 | 647.745 | 2,94% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $31.071.059 | 629.351 | 2,86% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30.196.864 | 611.644 | 2,78% | Ações |
| FULLER & THALER ASSET MANAGEMENT, INC. | $28.580.978 | 578.914 | 2,63% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27.632.241 | 559.697 | 2,54% | Ações |
| AMERICAN CENTURY COMPANIES INC | $25.666.624 | 519.883 | 2,36% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $16.978.738 | 343.908 | 1,56% | Ações |
| Bank of New York Mellon Corp | $15.541.380 | 314.794 | 1,43% | Ações |
| TWO SIGMA INVESTMENTS, LP | $11.889.382 | 240.822 | 1,09% | Ações |
| CITADEL ADVISORS LLC | $10.135.464 | 205.296 | 0,93% | Ações |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9.352.307 | 189.433 | 0,86% | Ações |
| Public Sector Pension Investment Board | $8.822.567 | 178.703 | 0,81% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7.632.659 | 155.230 | 0,70% | Ações |
| ProShare Advisors LLC | $7.268.992 | 147.235 | 0,67% | Ações |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.680.446 | 135.314 | 0,61% | Ações |
| RHUMBLINE ADVISERS | $6.495.443 | 131.567 | 0,60% | Ações |
| FIRST TRUST ADVISORS LP | $6.285.097 | 127.306 | 0,58% | Ações |
| Edgestream Partners, L.P. | $6.172.386 | 125.023 | 0,57% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.030.200 | 122.143 | 0,55% | Ações |
| Ceredex Value Advisors LLC | $5.808.381 | 117.650 | 0,53% | Ações |
| Savant Capital, LLC | $5.741.300 | 126.428 | 0,53% | Ações |
| Swiss National Bank | $5.025.866 | 101.800 | 0,46% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.828.340 | 96.029 | 0,44% | Ações |
| GOLDMAN SACHS GROUP INC | $4.553.695 | 92.236 | 0,42% | Ações |
| Schonfeld Strategic Advisors LLC | $4.517.946 | 91.512 | 0,42% | Ações |
| RAYMOND JAMES FINANCIAL INC | $4.189.489 | 84.859 | 0,39% | Ações |
| Legal & General Group Plc | $3.935.282 | 79.710 | 0,36% | Ações |
| AMERIPRISE FINANCIAL INC | $3.907.487 | 79.147 | 0,36% | Ações |
| Qube Research & Technologies Ltd | $3.843.849 | 77.858 | 0,35% | Ações |
| Empowered Funds, LLC | $3.809.044 | 77.153 | 0,35% | Ações |
| BANK OF AMERICA CORP /DE/ | $3.664.143 | 74.218 | 0,34% | Ações |
| PL Capital Advisors, LLC | $3.605.491 | 73.030 | 0,33% | Ações |
| D. E. Shaw & Co., Inc. | $3.492.236 | 70.736 | 0,32% | Ações |
| ALLIANCEBERNSTEIN L.P. | $2.742.365 | 64.405 | 0,25% | Ações |
| PRUDENTIAL FINANCIAL INC | $2.686.518 | 54.416 | 0,25% | Ações |
| LPL Financial LLC | $2.559.778 | 51.849 | 0,24% | Ações |
| Baird Financial Group, Inc. | $2.249.742 | 45.569 | 0,21% | Ações |
| MGO ONE SEVEN LLC | $2.139.202 | 43.330 | 0,20% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.123.678 | 49.875 | 0,20% | Ações |
| Quantinno Capital Management LP | $2.104.281 | 42.622 | 0,19% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $2.071.368 | 41.956 | 0,19% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.003.237 | 40.576 | 0,18% | Ações |
| INTECH INVESTMENT MANAGEMENT LLC | $1.969.221 | 39.887 | 0,18% | Ações |
| BlackRock, Inc. | $1.898.770 | 38.460 | 0,17% | Ações |
| Linden Thomas Advisory Services, LLC | $1.779.887 | 36.052 | 0,16% | Ações |
| Horizon Advisory Services, Inc. | $1.717.138 | 34.781 | 0,16% | Ações |
| Members Advisory Group LLC | $1.654.981 | 33.522 | 0,15% | Ações |
| MetLife Investment Management, LLC | $1.490.135 | 30.183 | 0,14% | Ações |
| Cetera Investment Advisers | $1.458.033 | 29.533 | 0,13% | Ações |
| Financial Engines Advisors L.L.C. | $1.453.058 | 29.432 | 0,13% | Ações |
| TOMPKINS FINANCIAL CORP | $1.406.354 | 28.486 | 0,13% | Ações |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.374.708 | 27.845 | 0,13% | Ações |
| MISSION WEALTH MANAGEMENT, LP | $1.337.718 | 27.096 | 0,12% | Ações |
| Illinois Municipal Retirement Fund | $1.335.014 | 27.041 | 0,12% | Ações |
| Arax Advisory Partners | $1.330.966 | 26.959 | 0,12% | Ações |
| Horizon Investments, LLC | $1.326.424 | 26.867 | 0,12% | Ações |
| XTX Topco Ltd | $1.322.079 | 26.779 | 0,12% | Ações |
| Vanguard Global Advisers, LLC | $1.321.684 | 26.771 | 0,12% | Ações |
| IFP Advisors, Inc | $1.235.929 | 25.034 | 0,11% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.178.709 | 23.875 | 0,11% | Ações |
| FRANKLIN RESOURCES INC | $1.172.439 | 23.748 | 0,11% | Ações |
| Louisiana State Employees Retirement System | $1.125.636 | 22.800 | 0,10% | Ações |
| PNC Financial Services Group, Inc. | $1.102.926 | 22.340 | 0,10% | Ações |
| WELLS FARGO & COMPANY/MN | $1.098.976 | 22.260 | 0,10% | Ações |
| Rafferty Asset Management, LLC | $1.081.845 | 21.913 | 0,10% | Ações |
| Rosenthal | Henry Capital Advisors, Inc. | $1.045.409 | 21.175 | 0,10% | Ações |
| Invesco Ltd. | $1.009.024 | 20.438 | 0,09% | Ações |
| JANUS HENDERSON GROUP PLC | $992.889 | 23.310 | 0,09% | Ações |
| Geneos Wealth Management Inc. | $953.236 | 19.308 | 0,09% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $902.829 | 18.287 | 0,08% | Ações |
| Note Advisors, LLC | $891.008 | 18.048 | 0,08% | Ações |
| MORGAN STANLEY | $867.343 | 17.568 | 0,08% | Ações |
| Beacon Pointe Advisors, LLC | $866.148 | 17.544 | 0,08% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $852.077 | 17.259 | 0,08% | Ações |
| CAPTRUST FINANCIAL ADVISORS | $798.652 | 16.177 | 0,07% | Ações |
| Mariner, LLC | $795.494 | 16.113 | 0,07% | Ações |
| OSAIC HOLDINGS, INC. | $787.731 | 15.953 | 0,07% | Ações |
| Financial Planning Hawaii, Inc. | $762.223 | 15.439 | 0,07% | Ações |
| Police & Firemen's Retirement System of New Jersey | $754.966 | 15.292 | 0,07% | Ações |
| LEIGH BALDWIN & CO., LLC | $741.455 | 15.018 | 0,07% | Ações |
| CWM, LLC | $741.430 | 17.413 | 0,07% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $740.550 | 15.000 | 0,07% | Opção de compra |
| PEOPLES FINANCIAL SERVICES CORP. | $740.400 | 15.000 | 0,07% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $739.168 | 14.972 | 0,07% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $722.283 | 14.630 | 0,07% | Ações |
| ARIZONA STATE RETIREMENT SYSTEM | $690.785 | 13.992 | 0,06% | Ações |
| YOUSIF CAPITAL MANAGEMENT, LLC | $686.589 | 13.907 | 0,06% | Ações |
| Washington Trust Advisors, Inc. | $672.716 | 13.626 | 0,06% | Ações |
| Fenimore Asset Management Inc | $659.336 | 13.355 | 0,06% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $646.056 | 13.086 | 0,06% | Ações |
| Entropy Technologies, LP | $645.217 | 13.069 | 0,06% | Ações |
| NISA INVESTMENT ADVISORS, LLC | $639.736 | 12.958 | 0,06% | Ações |
| IEQ CAPITAL, LLC | $628.501 | 12.730 | 0,06% | Ações |
| Community Bank, N.A. | $613.100 | 12.421 | 0,06% | Ações |
Executivos da empresa 51 insiders · 14 diretores · 17 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Scott Allen Kingsley | President & CEO NBT Bancorp | 23 de Março de 2026 A | 57.936 | 0 | 0 | $0 |
| Annette L Burns | EVP & Chief Financial Officer | 23 de Março de 2026 A | 24.313 | 0 | 0 | $0 |
| John V Moran | EVP & Chief Financial Officer | 23 de Março de 2020 A | 6.362 | 0 | 0 | $0 |
| Joseph R Stagliano | SEVP & President of NBT Bank | 23 de Março de 2026 F | 85.446 | 0 | 0 | $0 |
| Ruth H Mahoney | EVP/President of Wealth Mgmt | 29 de Julho de 2026 S | 11.928 | 0 | 2 | $-477.350 |
| Sarah A Halliday | EVP/Chief Comm Innovation Off | 29 de Julho de 2026 S | 22.054 | 0 | 1 | $-486.360 |
| Martin Randolph Sparks | EVP,General Counsel,Secretary | 12 de Junho de 2026 S | 14.463 | 0 | 2 | $-156.768 |
| Cynthia A Smaniotto | EVP, Chief HR Officer | 15 de Maio de 2026 F | 17.747 | 0 | 0 | $0 |
| Amy Wiles | EVP, Chief Risk and Credit | 15 de Maio de 2026 F | 27.161 | 0 | 1 | $-202.768 |
| Shaunastar Hyle | EVP, Retail Community Banking | 23 de Março de 2026 A | 29.298 | 0 | 0 | $0 |
| Angela M Kelley | EVP,General Counsel,Secretary | 23 de Março de 2020 A | 3.860 | 0 | 0 | $0 |
| Catherine Scarlett | EVP, Chief HR & Ethics Officer | 15 de Janeiro de 2020 F | 57.225 | 0 | 0 | $0 |
| Matthew K Durkee | EVP / President of New England | 15 de Janeiro de 2020 F | 31.471 | 0 | 0 | $0 |
| Timothy Brenner | EVP & President Wealth Mgmt | 15 de Janeiro de 2020 F | 58.115 | 0 | 0 | $0 |
| Heidi M Hoeller | Conselheiro | 12 de Junho de 2026 S | 11.560 | 0 | 1 | $-100.884 |
| John H Watt JR | Conselheiro | 9 de Junho de 2026 S | 54.010 | 0 | 1 | $-995.820 |
| Andrew S Kowalczyk III | Conselheiro | 21 de Maio de 2026 A | 13.642 | 0 | 0 | $0 |
| Jason David Brown | Conselheiro | 19 de Maio de 2026 A | 8.414 | 0 | 0 | $0 |
| Johanna R Ames | Conselheiro | 19 de Maio de 2026 A | 7.593 | 0 | 0 | $0 |
| Matthew J Salanger | Conselheiro | 19 de Maio de 2026 A | 28.116 | 0 | 0 | $0 |
| Daniel V Robinson II | Conselheiro | 19 de Maio de 2026 A | 21.755 | 0 | 0 | $0 |
| David J Nasca | Conselheiro | 19 de Maio de 2026 A | 71.705 | 0 | 0 | $0 |
| Richard J Cantele JR | Conselheiro | 19 de Maio de 2026 A | 58.106 | 0 | 0 | $0 |
| Martin A Dietrich | Conselheiro | 19 de Maio de 2026 A | 112.294 | 0 | 0 | $0 |
| Timothy E Delaney | Conselheiro | 19 de Maio de 2026 A | 52.935 | 5 | 0 | $2.444.166 |
| John C Mitchell | Conselheiro | 19 de Maio de 2020 A | 34.727 | 0 | 0 | $0 |
| Jack H Webb | Conselheiro | 19 de Dezembro de 2016 G | 55.340 | 0 | 0 | $0 |
| Lowell A Seifter | Conselheiro | 25 de Março de 2013 A | 34.514 | 0 | 0 | $0 |
| Paul M Solomon | Conselheiro | 25 de Março de 2013 A | 61.895 | 0 | 0 | $0 |
| Andrew S Kowalczyk JR | Conselheiro | 3 de Maio de 2005 A | 9.535 | 0 | 0 | $0 |
| Gene E Goldenziel | Conselheiro | 26 de Janeiro de 2004 A | 77.280 | 0 | 0 | $0 |
| Michael J Chewens | — | 16 de Janeiro de 2015 S | 38.290 | 0 | 0 | $0 |
| Sheldon F Prentice | — | 15 de Janeiro de 2015 F | 19.177 | 0 | 0 | $0 |
| David E Raven | — | 15 de Janeiro de 2015 F | 33.550 | 0 | 0 | $0 |
| Jeffrey M Levy | — | 21 de Janeiro de 2009 A | 12.425 | 0 | 0 | $0 |
| Daryl R Forsythe | — | 2 de Janeiro de 2009 S | 126.618 | 0 | 0 | $0 |
| Michael M Murphy | — | 12 de Novembro de 2008 S | 0 | 0 | 0 | $0 |
| William C Gumble | — | 5 de Novembro de 2008 S | 96.607 | 0 | 0 | $0 |
| Joseph G Nasser | — | 3 de Novembro de 2008 M | 28.100 | 0 | 0 | $0 |
| Robert A Wadsworth | — | 1 de Maio de 2008 A | 3.953 | 0 | 0 | $0 |
| CIVIL PATRICIA T | — | 1 de Maio de 2008 A | 7.470 | 0 | 0 | $0 |
| William L Owens | — | 1 de Maio de 2008 A | 11.431 | 0 | 0 | $0 |
| Joseph A Santangelo | — | 1 de Maio de 2008 A | 14.285 | 0 | 0 | $0 |
| Richard Chojnowski | — | 1 de Maio de 2008 A | 271.966 | 0 | 0 | $0 |
| Janet H Ingraham | — | 30 de Outubro de 2007 A | 17.193 | 0 | 0 | $0 |
| Paul D Horger | — | 1 de Maio de 2007 A | 17.384 | 0 | 0 | $0 |
| Peter B Gregory DDS | — | 1 de Maio de 2007 A | 95.042 | 0 | 0 | $0 |
| Michael H Hutcherson | — | 1 de Maio de 2007 A | 6.713 | 0 | 0 | $0 |
| Van Ness D Robinson | — | 7 de Fevereiro de 2007 S | 812.558 | 0 | 0 | $0 |
| Ronald M Bentley | — | 28 de Julho de 2006 M | 550 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 72 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,06% | 150.023 NS | 31 de Maio de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,24% | 10.198 NS | 30 de Abril de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,22% | 24.541 NS | 30 de Abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 561 NS | 30 de Abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,18% | 48.913 NS | 30 de Abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,17% | 103.001 NS | 31 de Maio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 18.967 NS | 30 de Abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,11% | 347.050 NS | 30 de Abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,11% | 627 NS | 31 de Maio de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 13.973 NS | 30 de Abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,07% | 913 NS | 30 de Abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 22.192 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 2.410 NS | 31 de Maio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,06% | 1.651 NS | 30 de Abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,06% | 96.384 NS | 30 de Abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 164.527 NS | 30 de Abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 98.670 NS | 31 de Maio de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 250.462 NS | 31 de Maio de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,05% | 1.587 NS | 30 de Abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 7.855 NS | 31 de Maio de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1.885 NS | 31 de Maio de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 13.092 NS | 30 de Abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 1.906 NS | 31 de Maio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 2.182 NS | 30 de Abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 125.865 NS | 31 de Maio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 7.854 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2.112 NS | 31 de Maio de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 1.301 NS | 31 de Maio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 124.253 NS | 30 de Abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 38.513 NS | 30 de Abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 48 NS | 31 de Maio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 5.748 NS | 30 de Abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 19.545 NS | 31 de Maio de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 22.493 NS | 31 de Maio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 3.672 NS | 30 de Abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 14.031 NS | 30 de Abril de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 1.140 NS | 31 de Maio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 15.785 NS | 30 de Abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 30.853 NS | 31 de Maio de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 410 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VBR · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 de Julho de 2026 | Diário |
| VIG · VANGUARD SPECIALIZED FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de Julho de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VYM · VANGUARD WHITEHALL FUNDS | — | — | 15 de Julho de 2026 | Diário |