NIC Nicolet Bankshares Inc. Common Stock
$176,35
Preço · Ago 19, 2026
Fundamentais a partir de Jul 31, 2026
Intervalo 52 Semanas
$114–$180
94% of range
Classificação do Analista
BUY
10 analysts
Preço-Alvo
$192
+9% upside
P/E (TTM)
18.0
ROE
12.3%
Margem de Lucro Líquido
38.4%
Sobre Nicolet Bankshares Inc. Common Stock Visão geral da empresa da Wikipedia
Nicolet Bankshares, Inc. is a U.S. regional bank holding company based in Green Bay, Wisconsin. They are the parent company of Nicolet National Bank, the second largest Wisconsin-based bank.
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Nicolet Bankshares, Inc. is a U.S. regional bank holding company based in Green Bay, Wisconsin. They are the parent company of Nicolet National Bank, the second largest Wisconsin-based bank.
As of June 30, 2021, it had over $6.1 billion in assets.
## History
Nicolet Bankshares was founded in November 2000, after founders Bob Atwell and Mike Daniels felt that the local bank they worked for was getting away from community banking, which they felt was important. In 2010, Nicolet acquired four branches from Anchor Bank. In 2013, they acquired both Mid-Wisconsin Bank and the Bank of Wausau.
In 2015, the company merged with Baylake Bank; the new company took the Nicolet National Bank name. On April 12, 2016, the shareholders of both banks voted in favor of merging the two banks. The $140 million deal closed on April 29, 2016.
In February 2020, Nicolet Bankshares announced plans to acquire West Bend, Wisconsin-based Commerce State Bank and its four branches in a deal valued at $129.6 million. Three months later in May 2020, Nicolet terminated its agreement to acquire Commerce State Bank citing the impact of coronavirus and falling stock price for the publicly traded Nicolet Bank.
On April 26, 2021 Robert B. Atwell left as chief executive officer at Nicolet Bank after 19 years. Mike Daniels was named President and Chief Executive Officer, and Bob Atwell was named Executive Chairman of Nicolet.
On September 3, 2021, Nicolet completed a merger with Mackinac Financial Corporation, headquartered in Manistique, Michigan, and operating as mBank with branches in Michigan's Upper Peninsula and northern Lower Peninsula. Nicolet shuttered the mBank branches in Menominee, Alanson, Kaleva, Mio, West Ishpeming, Negaunee, and the McClellan Avenue branch in Marquette. It also sold the Birmingham branch and lending office in Metro Detroit to the Bank of Ann Arbor.
On August 30, 2022 Nicolet Bankshares, Inc. completed a merger with Charter Bankshares, Inc. As a result, Charter merged with and into Nicolet, with Nicolet being the surviving corporation. Charter Bankshares was valued at 1.1 billion at the time of this acquisition.
In October 2025, Nicolet Bankshares agreed to acquire MidWestOne Financial Group in a $864 million all-stock deal.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
NIC Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$176.35
Capitalização de Mercado
$2.61B
P/E (TTM)
18.0
EPS (TTM)
$9.78
Receita (TTM)
—
Rendimento div.
0.72%
ROE
12.3%
Dívida/Capital
0.0
Intervalo 52 Semanas
$114 – $180
NIC 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
—
EPS
$9.78
2016-12-31
→
2025-12-31
Fluxo de caixa livre
$149M
2020-12-31
→
2025-12-31
Margens
38.4%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
NIC
Mediana de Pares
P/E (TTM)
18.0
14.8
P/S (TTM)
6.7
2.4
P/B
2.1
1.0
Price / FCF (Preço / FCF)
17.5
—
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
NIC
Mediana de Pares
Net Profit Margin (Margem de Lucro Líquido)
38.4%
28.7%
ROA
1.7%
1.2%
ROE
12.3%
9.1%
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
NIC
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
0.0
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
NIC
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
11.9%
—
Revenue CAGR 3Y (CAGR Receita 3A)
9.6%
—
Revenue CAGR 5Y (CAGR Receita 5A)
15.3%
—
EPS YoY
21.5%
—
Net Income YoY (Lucro Líquido Ano a Ano)
21.5%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
NIC
Mediana de Pares
Payout Ratio (Índice de Pagamento)
12.4%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
0.72%
Índice de Pagamento
12.4%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 1 de Junho de 2026 | $0,3600 |
| 2 de Março de 2026 | $0,3200 |
| 8 de Dezembro de 2025 | $0,3200 |
| 2 de Setembro de 2025 | $0,3200 |
| 2 de Junho de 2025 | $0,3200 |
| 10 de Março de 2025 | $0,2800 |
| 2 de Dezembro de 2024 | $0,2800 |
| 3 de Setembro de 2024 | $0,2800 |
| 3 de Junho de 2024 | $0,2800 |
| 7 de Março de 2024 | $0,2500 |
| 30 de Novembro de 2023 | $0,2500 |
| 31 de Agosto de 2023 | $0,2500 |
| 31 de Maio de 2023 | $0,2500 |
NIC Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
10 analistas
- Compra forte 1 10,0%
- Compra 6 60,0%
- Manter 3 30,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
5 analistas · 2026-08-16
Mediana
$194.00
Média
$191.80
← Abaixo de todos os alvos
$176.35
Mín
$185.00
Máx
$200.00
Alvo mediano
$194.00
+10,0%
Alvo médio
$191.80
+8,8%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.23%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $2.99 | $2.82 | 0.17% |
| 31 de Março de 2026 | $2.75 | $2.68 | 0.07% |
| 31 de Dezembro de 2025 | $2.78 | $2.26 | 0.52% |
| 30 de Setembro de 2025 | $2.73 | $2.37 | 0.36% |
| 30 de Junho de 2025 | $2.34 | $2.18 | 0.16% |
| 31 de Março de 2025 | $2.08 | $1.98 | 0.10% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| NIC | $1.80B | 12.4 | 11.9% | 38.4% | 12.3% | — |
| WSBC | $3.19B | 14.9 | 61.8% | 22.7% | 5.7% | — |
| RNST | — | 17.0 | 37.7% | — | — | — |
| MCHB | — | 11.5 | 3.3% | 534.4% | 9.4% | — |
| BANF | — | — | — | — | — | — |
| MCHB | — | 11.5 | 3.3% | 534.4% | 9.4% | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| FFBC | — | 9.4 | 7.6% | 28.4% | 9.6% | — |
| SBCF | $3.08B | 20.0 | 26.6% | 22.2% | 5.8% | — |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $141M | $34M | $14M | $20M | $23M | $19M | $11M | $7M | |
| Interest Income | $471M | $438M | $383M | $274M | $172M | $149M | $139M | $126M | $109M | $75M | |
| Pretax Income | $187M | $155M | $87M | $126M | $81M | $81M | $71M | $55M | $50M | $28M | |
| Income Tax | $36M | $31M | $25M | $31M | $20M | $20M | $16M | $13M | $16M | $9M | |
| Net Income | $151M | $124M | $62M | $94M | $61M | $60M | $55M | $41M | $33M | $18M | |
| EPS (Basic) | $10.06 | $8.24 | $4.17 | $6.78 | $5.65 | $5.82 | $5.71 | $4.26 | $3.51 | $2.49 | |
| EPS (Diluted) | $9.78 | $8.05 | $4.08 | $6.56 | $5.44 | $5.70 | $5.52 | $4.12 | $3.33 | $2.37 | |
| Shares (Basic) | 14,979,671 | 15,049,225 | 14,742,675 | 13,909,299 | 10,735,605 | 10,337,138 | 9,561,978 | 9,640,258 | 9,440,000 | 7,158,367 | |
| Shares (Diluted) | 15,403,934 | 15,415,822 | 15,070,579 | 14,374,931 | 11,144,866 | 10,541,251 | 9,900,319 | 9,956,353 | 9,958,000 | 7,513,971 | |
| EBITDA | $15M | $17M | $18M | $22M | $14M | $11M | $7M | $6M | · | · |
Balanço Patrimonial 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $120M | $127M | $119M | $109M | $95M | $60M | $56M | $48M | $47M | · | |
| PP&E (Gross) | $186M | $185M | $169M | $153M | $132M | $92M | $87M | $75M | $70M | · | |
| Accum. Depreciation | $65M | $58M | $50M | $44M | $37M | $32M | $30M | $27M | $23M | · | |
| Goodwill | $367M | $367M | $367M | $367M | $317M | $163M | $151M | $107M | $107M | · | |
| Intangibles | · | $21M | $27M | $35M | $22M | $12M | $15M | $17M | $21M | · | |
| Total Assets | $9.19B | $8.80B | $8.47B | $8.76B | $7.70B | $4.55B | $3.58B | $3.10B | $2.93B | · | |
| Short-term Debt | $0 | $0 | $0 | $317M | $0 | $0 | $0 | $0 | $0 | · | |
| Total Liabilities | $7.93B | $7.62B | $7.43B | $7.79B | $6.80B | $4.01B | $3.06B | $2.71B | $2.57B | · | |
| Long-term Debt | $135M | $161M | $167M | $225M | $217M | $54M | $68M | $77M | $78M | · | |
| Total Debt | $0 | $0 | $0 | $317M | $0 | $0 | $0 | $0 | · | · | |
| Paid-in Capital | $583M | $656M | $634M | $622M | $575M | $273M | $313M | $248M | $264M | · | |
| Retained Earnings | $698M | $566M | $458M | $408M | $314M | $253M | $199M | $144M | $102M | · | |
| AOCI | $-24M | $-49M | $-53M | $-57M | $3M | $13M | $4M | $-6M | $-2M | · | |
| Stockholders' Equity | $1.26B | $1.17B | $1.04B | $973M | $892M | $539M | $516M | $387M | $364M | · | |
| Liabilities + Equity | $9.19B | $8.80B | $8.47B | $8.76B | $7.70B | $4.55B | $3.58B | $3.10B | $2.93B | · | |
| Shares Outstanding | 14,811,445 | 15,356,785 | 14,894,209 | 14,690,614 | 13,994,079 | 10,011,342 | 10,587,738 | 9,495,265 | 9,818,247 | · |
Fluxo de Caixa 19
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $17M | $18M | $22M | $14M | $11M | $7M | $6M | $7M | $5M | |
| Stock-based Comp | $7M | $7M | $6M | $7M | $7M | $6M | $5M | $5M | $3M | $2M | |
| Deferred Tax | $-5M | $-7M | $3M | $-13M | $6M | $3M | $-3M | $-2M | $7M | $3M | |
| Amort. of Intangibles | $6M | $7M | $8M | $7M | $3M | $4M | $4M | $4M | $5M | $3M | |
| Other Non-cash | $-15M | $-21M | $19M | $7M | $10M | $-735.0K | $-6M | $291.0K | · | · | |
| Operating Cash Flow | $154M | $134M | $108M | $117M | $98M | $79M | $58M | $51M | $41M | $25M | |
| CapEx | $4M | $17M | $19M | $12M | $13M | $11M | $4M | $4M | · | · | |
| Investing Cash Flow | $-231M | $-288M | $591M | $-516M | $-371M | $-209M | $-63M | $-77M | $-151M | $51M | |
| Debt Issued | · | · | $0 | $0 | $104M | $368M | $0 | $0 | $30M | $0 | |
| Net Debt Issued | $-27M | $-5M | $-59M | $-20M | $-84M | $-16M | $-87M | $-1M | · | · | |
| Stock Issued | $101.0K | $585.0K | $844.0K | $751.0K | $2M | $2M | $9M | $2M | $4M | $2M | |
| Stock Repurchased | $77M | $10M | $2M | $61M | $63M | $42M | $28M | $23M | $15M | $5M | |
| Net Stock Activity | $-76M | $-10M | $5M | $-58M | $-60M | $-40M | $-20M | $-21M | · | · | |
| Dividends Paid | $19M | $17M | $11M | $0 | $0 | · | · | · | · | · | |
| Financing Cash Flow | $201M | $199M | $-363M | $-42M | $65M | $751M | $-62M | $121M | $136M | $-31M | |
| Net Change in Cash | $124M | $45M | $337M | $-441M | $-208M | $621M | $-67M | $95M | $26M | $45M | |
| Taxes Paid | $39M | $25M | $23M | · | · | · | · | · | · | · | |
| Free Cash Flow | $149M | $117M | $90M | $105M | $85M | $68M | · | · | · | · | |
| Levered FCF | · | · | $-11M | $80M | $75M | $53M | · | · | · | · |
Lucratividade 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 38.4% | 35.4% | 22.2% | 31.6% | 26.9% | 31.3% | 32.2% | 28.1% | · | · | |
| Pretax Margin | 47.7% | 44.3% | 31.2% | 42.2% | 36.0% | 42.2% | 42.2% | 37.5% | · | · | |
| EBITDA Margin | 3.8% | 4.8% | 6.6% | 7.4% | 6.2% | 5.6% | 4.3% | 4.3% | · | · | |
| ROA | 1.7% | 1.4% | 0.71% | 1.1% | 0.99% | 1.5% | 1.6% | 1.4% | · | · | |
| ROE | 12.3% | 10.7% | 6.1% | 9.9% | 7.5% | 11.4% | 12.1% | 10.9% | · | · |
Liquidez e Solvência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | · | · |
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 | 0.1 | 0.0 | · | · |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.9% | 26.2% | -6.9% | 32.2% | 17.4% | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.6% | 15.8% | 13.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.3% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 21.5% | 97.3% | -37.8% | 20.6% | -4.6% | · | · | · | · | · | |
| EPS CAGR 3Y | 14.2% | 14.0% | -10.5% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.4% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 21.5% | 101.7% | -34.7% | 55.4% | 0.88% | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.9% | 26.9% | 0.77% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.2% | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 13
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $392M | $350M | $277M | $298M | $225M | $192M | $169M | $146M | $133M | $95M | |
| Net Income TTM | $151M | $124M | $62M | $94M | $61M | $60M | $55M | $41M | $33M | $18M | |
| Market Cap | $1.80B | $1.61B | $1.20B | $1.17B | $1.20B | $664M | $782M | $463M | · | · | |
| P/E | 12.4 | 13.0 | 19.7 | 12.2 | 15.8 | 11.6 | 13.4 | 11.8 | 16.4 | 20.1 | |
| P/S | 4.6 | 4.6 | 4.3 | 3.9 | 5.3 | 3.5 | 4.6 | 3.2 | · | · | |
| P/B | 1.4 | 1.4 | 1.2 | 1.2 | 1.3 | 1.2 | 1.5 | 1.2 | · | · | |
| P / Tangible Book | 2.0 | 2.1 | 1.9 | 2.1 | 2.2 | 1.8 | · | · | · | · | |
| P / Cash Flow | 11.7 | 12.0 | 11.1 | 10.0 | 12.3 | 8.4 | 13.4 | 9.1 | · | · | |
| P / FCF | 12.0 | 13.7 | 13.4 | 11.1 | 14.1 | 9.8 | · | · | · | · | |
| Dividend Yield | 1.0% | 1.0% | 0.93% | 0.00% | 0.00% | · | · | · | · | · | |
| Earnings Yield | 8.1% | 7.7% | 5.1% | 8.2% | 6.3% | 8.6% | 7.5% | 8.4% | 6.1% | 5.0% | |
| Payout Ratio | 12.4% | 13.3% | 18.1% | · | · | · | · | · | · | · | |
| Annual Payout | $19M | $17M | $11M | $0 | $0 | · | · | · | · | · |
Demonstração de Resultados 10
| 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 | · | · | · | · | · | · | · | · | · | $41M | · | $38M | $33M | $31M | · | $8M | |
| Interest Income | $201M | $158M | $120M | $120M | $118M | $113M | $113M | $113M | $109M | $104M | $104M | $100M | $92M | $87M | $86M | $71M | |
| Pretax Income | $72M | $19M | $50M | $52M | $45M | $40M | $43M | $41M | $37M | $34M | $37M | $32M | $30M | $-13M | $37M | $25M | |
| Income Tax | $16M | $4M | $10M | $10M | $9M | $8M | $9M | $8M | $7M | $7M | $7M | $15M | $8M | $-4M | $9M | $6M | |
| Net Income | $57M | $15M | $40M | $42M | $36M | $33M | $34M | $33M | $29M | $28M | $31M | $17M | $23M | $-9M | $28M | $19M | |
| EPS (Basic) | $2.68 | $0.83 | $2.71 | $2.81 | $2.40 | $2.14 | $2.26 | $2.16 | $1.96 | $1.86 | $2.08 | $1.16 | $1.54 | $-0.61 | $1.89 | $1.33 | |
| EPS (Diluted) | $2.62 | $0.81 | $2.63 | $2.73 | $2.34 | $2.08 | $2.21 | $2.10 | $1.92 | $1.82 | $2.04 | $1.14 | $1.51 | $-0.61 | $1.84 | $1.29 | |
| Shares (Basic) | 21,207,876 | 18,231,501 | -30,141,513 | 14,835,670 | 15,029,137 | 15,256,377 | -29,847,770 | 15,052,524 | 14,937,347 | 14,907,124 | -29,403,585 | 14,740,319 | 14,711,490 | 14,694,451 | -27,031,967 | 13,890,066 | |
| Shares (Diluted) | 21,728,914 | 18,748,933 | -30,977,294 | 15,303,440 | 15,431,127 | 15,646,661 | -30,588,685 | 15,479,395 | 15,275,933 | 15,249,179 | -29,683,272 | 15,099,622 | 14,959,778 | 14,694,451 | -28,002,275 | 14,310,275 | |
| EBITDA | · | $2M | · | · | · | $4M | · | · | · | $5M | · | · | · | $4M | · | · |
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) | $189M | $188M | $120M | $122M | $124M | $125M | $127M | $124M | $121M | $120M | · | $118M | $117M | $113M | · | $107M | |
| PP&E (Gross) | · | · | $186M | · | · | · | $185M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $65M | · | · | · | $58M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $834M | $834M | $367M | $367M | $367M | $367M | $367M | $367M | $367M | $367M | · | $367M | $367M | $367M | · | $370M | |
| Intangibles | · | · | · | · | · | $19M | · | $22M | $24M | $26M | · | $29M | $31M | $33M | · | $37M | |
| Total Assets | $15.41B | $15.57B | $9.19B | $9.03B | $8.93B | $8.98B | $8.80B | $8.64B | $8.56B | $8.45B | · | $8.42B | $8.48B | $8.19B | · | $8.90B | |
| Short-term Debt | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $50M | $50M | · | $280M | |
| Total Liabilities | $13.14B | $13.32B | $7.93B | $7.81B | $7.74B | $7.79B | $7.62B | $7.49B | $7.47B | $7.38B | · | $7.44B | $7.50B | $7.23B | · | $7.96B | |
| Long-term Debt | $93M | $180M | $135M | $135M | $134M | $157M | $161M | $161M | $162M | $162M | · | $198M | $198M | $197M | · | $225M | |
| Total Debt | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $50M | $50M | · | $280M | |
| Paid-in Capital | $1.55B | $1.59B | $583M | $582M | $602M | $630M | $656M | $648M | $639M | $637M | · | $626M | $625M | $624M | · | $620M | |
| Retained Earnings | $755M | $706M | $698M | $662M | $625M | $594M | $566M | $536M | $507M | $482M | · | $431M | $418M | $399M | · | $380M | |
| AOCI | $-37M | $-39M | $-24M | $-29M | $-37M | $-41M | $-49M | $-34M | $-55M | $-55M | · | $-83M | $-65M | $-61M | · | $-62M | |
| Stockholders' Equity | $2.27B | $2.26B | $1.26B | $1.21B | $1.19B | $1.18B | $1.17B | $1.15B | $1.09B | $1.06B | $1.04B | $974M | $978M | $962M | $973M | $938M | |
| Liabilities + Equity | $15.41B | $15.57B | $9.19B | $9.03B | $8.93B | $8.98B | $8.80B | $8.64B | $8.56B | $8.45B | · | $8.42B | $8.48B | $8.19B | · | $8.90B | |
| Shares Outstanding | 21,060,762 | 21,316,619 | 14,811,445 | 14,798,895 | 14,924,086 | 15,149,341 | 15,356,785 | 15,104,381 | 14,945,598 | 14,930,549 | · | 14,757,565 | 14,717,938 | 14,698,265 | · | 14,673,197 |
Fluxo de Caixa 17
| 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 | $979.0K | $2M | $4M | $4M | $4M | $4M | $3M | $4M | $4M | $5M | $5M | $4M | $5M | $4M | $5M | $5M | |
| Stock-based Comp | $4M | $7M | $2M | $2M | $2M | $1M | $2M | $2M | $2M | $1M | $2M | $1M | $2M | $1M | $2M | $1M | |
| Amort. of Intangibles | $6M | $4M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | · | $-8M | · | · | · | $4M | · | · | · | $-11M | · | · | · | $19M | · | · | |
| Operating Cash Flow | $93M | $16M | $27M | $46M | $39M | $42M | $33M | $40M | $37M | $23M | $38M | $22M | $33M | $16M | $30M | $38M | |
| CapEx | $4M | $1M | $3M | $-4.0K | $544.0K | $463.0K | $6M | $5M | $3M | $3M | $3M | $3M | $7M | $6M | $4M | $2M | |
| Investing Cash Flow | $-2M | $66M | $45M | $-38M | $-100M | $-138M | $-71M | $-41M | $-128M | $-49M | $-79M | $89M | $93M | $489M | $-135M | $-170M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | $-48M | · | · | · | $-5M | · | · | · | $-4M | · | · | · | $-28M | · | · | |
| Stock Issued | $30.0K | $30.0K | $22.0K | $23.0K | $19.0K | $37.0K | $0 | $156.0K | $227.0K | $202.0K | $246.0K | $198.0K | $214.0K | $186.0K | $194.0K | $185.0K | |
| Stock Repurchased | $40M | $22M | $0 | $21M | $30M | $26M | $10M | $0 | $0 | $0 | $0 | $0 | $2M | $0 | $785.0K | $0 | |
| Net Stock Activity | · | $-22M | · | · | · | $-26M | · | · | · | $202.0K | · | · | · | $186.0K | · | · | |
| Dividends Paid | $8M | $7M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $0 | $0 | $0 | |
| Financing Cash Flow | $-241M | $-127M | $114M | $44M | $-89M | $133M | $145M | $21M | $71M | $-38M | $-13M | $-70M | $266M | $-545M | $-179M | $389M | |
| Net Change in Cash | $-150M | $-45M | $186M | $51M | $-150M | $36M | $108M | $19M | $-19M | $-64M | $-54M | $41M | $391M | $-41M | $-284M | $257M | |
| Free Cash Flow | · | $15M | · | · | · | $41M | · | · | · | $20M | · | · | · | $10M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-13M | · | · | · | $-11M | · | · |
Lucratividade 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 32.0% | 11.3% | · | 40.6% | 37.6% | 36.4% | · | 35.8% | 34.5% | 33.8% | · | 22.0% | 29.8% | -25.5% | · | 24.4% | |
| Pretax Margin | 40.8% | 14.1% | · | 50.4% | 46.8% | 44.9% | · | 45.0% | 43.3% | 41.8% | · | 40.8% | 40.2% | -37.5% | · | 32.7% | |
| EBITDA Margin | · | 1.7% | · | · | · | 4.3% | · | · | · | 5.8% | · | · | · | 12.0% | · | · | |
| ROA | 0.47% | 0.12% | · | 0.47% | 0.41% | 0.37% | · | 0.38% | 0.34% | 0.33% | · | 0.20% | 0.29% | -0.11% | · | 0.24% | |
| ROE | 3.3% | 0.88% | · | 3.5% | 3.2% | 2.9% | · | 3.1% | 2.8% | 2.7% | · | 1.8% | 2.5% | -0.99% | · | 2.2% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.3 |
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) 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 | $511M | $423M | · | $379M | $361M | $347M | · | $336M | $321M | $271M | · | $265M | $256M | $250M | · | $264M | |
| Net Income TTM | $150M | $126M | · | $143M | $130M | $122M | · | $107M | $97M | $59M | · | $49M | $56M | $58M | · | $74M | |
| Market Cap | $3.48B | $3.17B | · | $1.99B | $1.84B | $1.65B | · | $1.44B | $1.24B | $1.28B | · | $1.03B | $999M | $927M | · | $1.03B | |
| P/E | 19.5 | 18.7 | · | 14.5 | 14.6 | 13.8 | · | 13.7 | 13.0 | 22.3 | · | 21.0 | 17.3 | 15.3 | · | 12.9 | |
| P/S | 6.8 | 7.5 | · | 5.3 | 5.1 | 4.8 | · | 4.3 | 3.9 | 4.7 | · | 3.9 | 3.9 | 3.7 | · | 3.9 | |
| P/B | 1.5 | 1.4 | · | 1.6 | 1.5 | 1.4 | · | 1.3 | 1.1 | 1.2 | · | 1.1 | 1.0 | 1.0 | · | 1.1 | |
| P / Tangible Book | 2.4 | 2.2 | · | 2.3 | 2.2 | 2.1 | · | 1.9 | 1.8 | 1.9 | · | 1.8 | 1.7 | 1.7 | · | 1.9 | |
| P / Cash Flow | · | 194.7 | · | · | · | 39.5 | · | · | · | 54.9 | · | · | · | 59.6 | · | · | |
| P / FCF | · | 210.1 | · | · | · | 39.9 | · | · | · | 64.0 | · | · | · | 93.6 | · | · | |
| Earnings Yield | 5.1% | 5.4% | · | 6.9% | 6.8% | 7.3% | · | 7.3% | 7.7% | 4.5% | · | 4.8% | 5.8% | 6.5% | · | 7.7% | |
| Payout Ratio | · | 45.4% | · | · | · | 13.2% | · | · | · | 13.5% | · | · | · | · | · | · |
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 | |
|---|---|---|---|---|---|
| Lucro líquido | $151M | $124M | $62M | $94M | $61M |
| EPS Diluído | $9.78 | $8.05 | $4.08 | $6.56 | $5.44 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $149M | $117M | $90M | $105M | $85M |
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Investidores institucionais (13F) 263 declarantes · $1.3B 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 |
|---|---|---|---|---|
| 46 (-26 vs trimestre anterior) | 27 (+2 vs trimestre anterior) | 77 (-19 vs trimestre anterior) | 81 (+39 vs trimestre anterior) | +51K |
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 |
|---|---|---|---|---|
| STATE STREET CORP | $194.243.719 | 1.174.560 | 14,70% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $135.297.455 | 818.051 | 10,24% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $128.876.519 | 779.228 | 9,76% | Ações |
| WESTWOOD HOLDINGS GROUP INC | $74.534.492 | 450.659 | 5,64% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $71.360.892 | 431.372 | 5,40% | Ações |
| AMERICAN CENTURY COMPANIES INC | $59.749.288 | 361.263 | 4,52% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $59.225.001 | 358.093 | 4,48% | Ações |
| FJ Capital Management LLC | $45.853.220 | 277.243 | 3,47% | Ações |
| ALLIANCEBERNSTEIN L.P. | $45.657.104 | 307.207 | 3,46% | Ações |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $32.806.023 | 198.353 | 2,48% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $30.896.175 | 186.808 | 2,34% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.181.577 | 176.441 | 2,21% | Ações |
| FIRST TRUST ADVISORS LP | $23.835.345 | 144.116 | 1,80% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $21.898.463 | 132.405 | 1,66% | Ações |
| JENNISON ASSOCIATES LLC | $21.392.203 | 129.344 | 1,62% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $20.445.181 | 123.618 | 1,55% | Ações |
| GOLDMAN SACHS GROUP INC | $18.328.851 | 110.822 | 1,39% | Ações |
| Champlain Investment Partners, LLC | $17.164.670 | 103.783 | 1,30% | Ações |
| OBERWEIS ASSET MANAGEMENT INC/ | $13.760.448 | 83.200 | 1,04% | Ações |
| Public Sector Pension Investment Board | $11.106.435 | 67.153 | 0,84% | Ações |
| VANGUARD GROUP INC | $10.211.277 | 84.182 | 0,77% | Ações |
| Stieven Capital Advisors, L.P. | $9.256.382 | 55.967 | 0,70% | Ações |
| HEARTLAND ADVISORS INC | $9.221.816 | 55.758 | 0,70% | Ações |
| RHUMBLINE ADVISERS | $7.880.649 | 47.649 | 0,60% | Ações |
| BlackRock, Inc. | $7.114.085 | 43.014 | 0,54% | Ações |
| MENDON CAPITAL ADVISORS CORP | $6.615.600 | 40.000 | 0,50% | Ações |
| Swiss National Bank | $6.565.983 | 39.700 | 0,50% | Ações |
| Boston Partners | $6.505.950 | 39.337 | 0,49% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.410.682 | 38.761 | 0,49% | Ações |
| N.E.W. Advisory Services LLC | $6.378.414 | 38.566 | 0,48% | Ações |
| HSBC HOLDINGS PLC | $5.379.852 | 32.830 | 0,41% | Ações |
| PRUDENTIAL FINANCIAL INC | $5.094.343 | 30.802 | 0,39% | Ações |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.055.145 | 30.565 | 0,38% | Ações |
| DARK FOREST CAPITAL MANAGEMENT LP | $5.008.009 | 30.280 | 0,38% | Ações |
| Legal & General Group Plc | $4.960.873 | 29.995 | 0,38% | Ações |
| AMERIPRISE FINANCIAL INC | $4.701.211 | 28.425 | 0,36% | Ações |
| BARCLAYS PLC | $4.476.777 | 27.068 | 0,34% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.475.612 | 27.277 | 0,34% | Ações |
| BANK OF AMERICA CORP /DE/ | $4.204.214 | 25.420 | 0,32% | Ações |
| CITIGROUP INC | $3.924.374 | 23.728 | 0,30% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3.781.312 | 22.863 | 0,29% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.766.625 | 25.344 | 0,29% | Ações |
| ANCHOR CAPITAL ADVISORS LLC | $3.453.509 | 20.881 | 0,26% | Ações |
| Odyssean, LLC | $3.309.785 | 20.012 | 0,25% | Ações |
| STIFEL FINANCIAL CORP | $3.136.920 | 18.965 | 0,24% | Ações |
| Legacy Private Trust Co. | $3.118.759 | 18.857 | 0,24% | Ações |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3.093.455 | 18.704 | 0,23% | Ações |
| Quantinno Capital Management LP | $3.032.925 | 18.338 | 0,23% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.894.325 | 17.500 | 0,22% | Opção de compra |
| Squarepoint Ops LLC | $2.805.014 | 16.960 | 0,21% | Ações |
| OSAIC HOLDINGS, INC. | $2.731.014 | 16.510 | 0,21% | Ações |
| JANE STREET GROUP, LLC | $2.613.162 | 15.800 | 0,20% | Opção de compra |
| Rafferty Asset Management, LLC | $2.493.916 | 15.079 | 0,19% | Ações |
| Sugar Maple Asset Management, LLC | $2.390.961 | 14.457 | 0,18% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.375.166 | 14.361 | 0,18% | Ações |
| FIRST NATIONAL BANK OF OMAHA | $2.253.107 | 13.623 | 0,17% | Ações |
| First National Advisers, LLC | $2.185.405 | 13.215 | 0,17% | Ações |
| Caldwell Trust Co | $2.080.275 | 12.578 | 0,16% | Ações |
| Atom Investors LP | $2.058.775 | 12.448 | 0,16% | Ações |
| MORGAN STANLEY | $2.036.164 | 12.311 | 0,15% | Ações |
| AlphaQuest LLC | $2.035.657 | 16.782 | 0,15% | Ações |
| MetLife Investment Management, LLC | $1.923.651 | 11.631 | 0,15% | Ações |
| MERCER GLOBAL ADVISORS INC /ADV | $1.918.028 | 11.597 | 0,15% | Ações |
| TWO SIGMA INVESTMENTS, LP | $1.838.310 | 11.115 | 0,14% | Ações |
| Associated Banc-Corp | $1.705.501 | 10.312 | 0,13% | Ações |
| Dana Investment Advisors, Inc. | $1.653.900 | 10.000 | 0,13% | Ações |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.649.766 | 9.975 | 0,12% | Ações |
| Cresset Asset Management, LLC | $1.543.089 | 9.330 | 0,12% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.522.250 | 9.204 | 0,12% | Ações |
| XTX Topco Ltd | $1.516.130 | 9.167 | 0,11% | Ações |
| MALTESE CAPITAL MANAGEMENT LLC | $1.499.095 | 9.064 | 0,11% | Ações |
| PNC Financial Services Group, Inc. | $1.487.187 | 8.992 | 0,11% | Ações |
| Russell Investments Group, Ltd. | $1.476.271 | 8.926 | 0,11% | Ações |
| STEPH & CO | $1.462.048 | 8.840 | 0,11% | Ações |
| Louisiana State Employees Retirement System | $1.422.354 | 8.600 | 0,11% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $1.386.795 | 8.385 | 0,10% | Ações |
| CHOREO, LLC | $1.365.294 | 8.255 | 0,10% | Ações |
| State of New Jersey Common Pension Fund D | $1.338.832 | 8.095 | 0,10% | Ações |
| JANUS HENDERSON GROUP PLC | $1.333.177 | 8.987 | 0,10% | Ações |
| Invesco Ltd. | $1.314.520 | 7.948 | 0,10% | Ações |
| Bowman & Co S.C. | $1.304.540 | 10.755 | 0,10% | Ações |
| VARCOV Co. | $1.291.696 | 7.810 | 0,10% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $1.261.099 | 7.625 | 0,10% | Ações |
| Johnson Financial Group, Inc. | $1.240.425 | 7.500 | 0,09% | Ações |
| Sequoia Financial Advisors, LLC | $1.216.491 | 7.355 | 0,09% | Ações |
| Vanguard Global Advisers, LLC | $1.214.128 | 7.341 | 0,09% | Ações |
| CITADEL ADVISORS LLC | $1.190.808 | 7.200 | 0,09% | Opção de compra |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.167.323 | 7.058 | 0,09% | Ações |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.152.934 | 6.971 | 0,09% | Ações |
| Cubist Systematic Strategies, LLC | $1.080.707 | 8.035 | 0,08% | Ações |
| Ellsworth Advisors, LLC | $1.071.170 | 6.471 | 0,08% | Ações |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.055.023 | 6.379 | 0,08% | Ações |
| J.M. Arbour, LLC | $990.025 | 5.986 | 0,07% | Ações |
| Police & Firemen's Retirement System of New Jersey | $974.974 | 5.895 | 0,07% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $973.361 | 5.885 | 0,07% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $921.137 | 5.569 | 0,07% | Ações |
| ARIZONA STATE RETIREMENT SYSTEM | $901.376 | 5.450 | 0,07% | Ações |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $889.137 | 5.376 | 0,07% | Ações |
| YOUSIF CAPITAL MANAGEMENT, LLC | $857.713 | 5.186 | 0,06% | Ações |
| HighTower Advisors, LLC | $855.623 | 5.173 | 0,06% | Ações |
Executivos da empresa 43 insiders · 10 diretores · 33 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Michael E Daniels | Chairman, President & CEO | 5 de Maio de 2026 G | 61.452 | 0 | 0 | $0 |
| Robert J Cera | Co-Chairman, Co-CEO & Co-Pres. | 24 de Maio de 2016 D | 47.218 | 0 | 0 | $0 |
| Hubert Phillip Moore JR | CFO | 8 de Junho de 2026 F | 37.921 | 2 | 0 | $30.811 |
| Eric James Witczak | EVP - Retail & Ag Banking | 28 de Julho de 2026 S | 33.288 | 0 | 4 | $-697.994 |
| William M Bohn | EVP Wealth Mgmt - Nicolet Bank | 15 de Abril de 2026 F | 16.585 | 0 | 0 | $0 |
| Brad Vincent Hutjens | EVP - CCO - Nicolet Natl Bank | 13 de Fevereiro de 2026 F | 35.530 | 0 | 0 | $0 |
| Patrick Joseph Madson | SVP-Wealth Mgmt-NicoletNatBank | 14 de Dezembro de 2023 S | 5.032 | 0 | 0 | $0 |
| Eric Peter Radzak | Corp Dev Off Nicolet Nat Bank | 6 de Maio de 2022 P | 2.775 | 0 | 0 | $0 |
| Marc Thomas Lambrecht | Controller | 13 de Maio de 2021 A | — | 0 | 0 | $0 |
| Michael Joseph Steppe | CIO - Nicolet National Bank | 15 de Novembro de 2019 M | 27.400 | 0 | 0 | $0 |
| Robert Bruce Atwell | Conselheiro | 24 de Julho de 2026 M | 34.483 | 0 | 8 | $-2.445.212 |
| Janet E Godwin | Conselheiro | 19 de Maio de 2026 A | 3.793 | 0 | 0 | $0 |
| Matthew J Hayek | Conselheiro | 19 de Maio de 2026 A | 4.492 | 0 | 0 | $0 |
| Oliver Pierce Smith | Conselheiro | 19 de Maio de 2026 A | 446.116 | 0 | 0 | $0 |
| John Nicholas Dykema | Conselheiro | 19 de Maio de 2026 A | 10.223 | 0 | 0 | $0 |
| Tracy S Mccormick | Conselheiro | 19 de Maio de 2026 A | 30.226 | 0 | 0 | $0 |
| Susan L Merkatoris | Conselheiro | 19 de Maio de 2026 A | 78.946 | 0 | 0 | $0 |
| Robert J Weyers | Conselheiro | 19 de Maio de 2026 A | 10.260 | 3 | 0 | $347.200 |
| Glen E Tellock | Conselheiro | 19 de Maio de 2026 A | 2.357 | 0 | 0 | $0 |
| Carl J Chaney | Conselheiro | 19 de Maio de 2026 A | 498 | 0 | 0 | $0 |
| Brenda L Johnson | Conselheiro | 20 de Janeiro de 2026 A | 897 | 0 | 0 | $0 |
| Hector Colon | Conselheiro | 20 de Janeiro de 2026 A | 1.060 | 0 | 0 | $0 |
| Marcia M Anderson | Conselheiro | 20 de Janeiro de 2026 A | 412 | 0 | 0 | $0 |
| Dustin James Mcclone | Conselheiro | 20 de Janeiro de 2026 A | 1.862 | 0 | 0 | $0 |
| Christopher J. Ghidorzi | Conselheiro | 20 de Janeiro de 2026 A | 3.376 | 1 | 0 | $12.760 |
| Andrew F Hetzel JR | Conselheiro | 20 de Janeiro de 2026 A | 1.971 | 0 | 0 | $0 |
| Lynn Dale Davis | Conselheiro | 20 de Maio de 2025 A | 12.304 | 0 | 0 | $0 |
| Ann Kuchera Lawson | Conselheiro | 17 de Maio de 2022 A | 27.479 | 0 | 0 | $0 |
| Paul Davison Tobias | Conselheiro | 17 de Maio de 2022 A | 23.930 | 0 | 0 | $0 |
| Terrence R Fulwiler | Conselheiro | 19 de Abril de 2022 A | 1.721 | 0 | 0 | $0 |
| Rachel Francis Campos-Duffy | Conselheiro | 18 de Maio de 2021 A | 2.024 | 0 | 0 | $0 |
| Randy James Rose | Conselheiro | 21 de Abril de 2020 A | 4.708 | 0 | 0 | $0 |
| Thomas L Herlache | Conselheiro | 1 de Maio de 2019 S | 2.458 | 0 | 0 | $0 |
| Michael J Gilson | Conselheiro | 17 de Julho de 2018 A | 25.009 | 0 | 0 | $0 |
| Robert W Agnew | Conselheiro | 17 de Julho de 2018 A | 40.907 | 0 | 0 | $0 |
| Louis James Jeanquart | Conselheiro | 17 de Abril de 2018 A | 658 | 0 | 0 | $0 |
| William D Murphy | Conselheiro | 18 de Julho de 2017 A | 328 | 0 | 0 | $0 |
| Elyse Mollner Stackhouse | Conselheiro | 18 de Julho de 2017 A | 309 | 0 | 0 | $0 |
| Dean J Nolden | Conselheiro | 29 de Abril de 2016 A | 363 | 0 | 0 | $0 |
| Gary Lewis Fairchild | Conselheiro | 19 de Abril de 2016 A | 3.842 | 0 | 0 | $0 |
| Mary Therese Bartzen Pandl | Conselheiro | 19 de Abril de 2016 A | 2.244 | 0 | 0 | $0 |
| Donald J Long JR | — | 13 de Agosto de 2026 G | 80.963 | 0 | 0 | $0 |
| Michael Joseph Vogel | — | 12 de Novembro de 2020 A | 15.344 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 77 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 |
|---|---|---|---|---|
| GSC · Goldman Sachs ETF Trust | 1,01% | 18.131 NS | 31 de Maio de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,41% | 13.773 NS | 30 de Abril de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,32% | 23.127 NS | 30 de Abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,22% | 12.420 NS | 30 de Abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,22% | 3.322 NS | 31 de Maio de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,21% | 29.194 NS | 30 de Junho de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,20% | 40.468 NS | 31 de Maio de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,17% | 13.975 NS | 30 de Abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,16% | 122 NS | 30 de Abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 7.019 NS | 30 de Abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 7.250 NS | 31 de Maio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,10% | 91.441 NS | 30 de Abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 72.307 NS | 30 de Abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,07% | 2.157 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,07% | 869 NS | 31 de Maio de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 93.592 NS | 31 de Maio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,05% | 1.254 NS | 30 de Abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,04% | 20.840 NS | 30 de Abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 680 NS | 31 de Maio de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,04% | 5.292 NS | 30 de Abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,03% | 693 NS | 31 de Maio de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 690 NS | 31 de Maio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 50.967 NS | 30 de Abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 13.826 NS | 30 de Abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2.610 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 690 NS | 31 de Maio de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 17 NS | 31 de Maio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 1.307 NS | 30 de Abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1.108 NS | 30 de Abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,01% | 286 NS | 31 de Maio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 4.741 NS | 30 de Abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 5.511 NS | 31 de Maio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 6.186 NS | 30 de Abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 11.062 NS | 31 de Maio de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,00% | 28 NS | 31 de Maio de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 30 NS | 31 de Maio de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,00% | 1.240 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 30 de Julho de 2026 | Diário |
| VXUS · VANGUARD STAR FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de Julho de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de Julho de 2026 | Diário |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de Julho de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VIOG · VANGUARD ADMIRAL FUNDS | — | — | 30 de Julho de 2026 | Diário |
| VIOV · VANGUARD ADMIRAL FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VEA · VANGUARD TAX-MANAGED FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de Julho de 2026 | Diário |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de Julho de 2026 | Diário |