NNI Nelnet, Inc. Common Stock
Sobre Nelnet, Inc. Common Stock Visão geral da empresa da Wikipedia
Nelnet, Inc. is a United States–based conglomerate that primarily focuses on financial services including student and consumer loan origination and servicing. Additionally, the company operates an investing arm, an internet bank and has a 26% stake in Allo Fiber, a cable and internet provider. The company is headquartered in Lincoln, Nebraska.
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Nelnet, Inc. is a United States–based conglomerate that primarily focuses on financial services including student and consumer loan origination and servicing. Additionally, the company operates an investing arm, an internet bank and has a 26% stake in Allo Fiber, a cable and internet provider. The company is headquartered in Lincoln, Nebraska.
History
Nelnet was founded in 1996 by Mike Dunlap and Steve Butterfield. In March 2000, Nelnet bought UNIPAC Service Corporation, an existing loan servicing company which was founded in 1978 and based in Denver, Colorado. As a subsidiary, UNIPAC Service Corporation was then renamed Nelnet Loan Services, Inc. In June 2000, Nelnet acquired In Tuition, Inc., a loan-servicing company based in Jacksonville, Florida, which was founded in 1979.
Nelnet became a publicly traded company in 2003, at which point the two founders were co-CEOs. In August 2003, the parent company was renamed from Nelnet Loan Services, Inc. to simply Nelnet, Inc. The initial public offering occurred on August 19, 2003, for $200 million. Steve Butterfield stepped down as CEO in 2007.
Nelnet owns over 50 subsidiaries that administer and collect student loans throughout the United States and Canada, such as in Tuition, infiNET, LoanSTAR, and TriCura Canada, Inc. Through its subsidiary, FACTS Management, Nelnet owns RenWeb, a school management program.
On February 7, 2018, Nelnet completed its acquisition of Great Lakes Educational Loan Services, Inc. The combined company is the largest servicer of student loans in the United States, with $397 billion in loans, or around 42% of all student loans in the United States.
Lines of business
Nelnet Diversified Services (NDS)
Nelnet Diversified Services provides customer service for student loan borrowers, technology related to student loan customer service, and outsourcing services for guaranty agencies.
One of the main NDS lines of business is Proxy, a business process outsourcing company based in Lincoln, Nebraska and Aurora, Colorado.
NDS companies also include Nelnet Loan Servicing, Great Lakes Educational Loan Services, Inc., First mark Services, Grant Pro, Responsible Repay, and Campus Guard.
Nelnet Enrollment Services (NES)
Nelnet Enrollment Services provides education planning and enrollment-related services that give parents, students, and schools access to online educational resources and higher education planning tools.
Through NES, students can search for colleges and graduate schools, learn about admissions, find scholarships, prepare for tests, and more. In addition, NES helps colleges and universities recruit prospective students with interactive marketing strategies, enabling them to reach their enrollment goals.
NES includes Peterson's Interactive, Peterson's Publishing, EssayEdge, and Government Services.
NES used to include Spark room until January 31, 2016. As of February 1, 2016, Digital Media Solutions, DMS, bought Spark room from Nelnet.
Nelnet Business Services (NBS)
Nelnet Business Services provides tuition payment plans, donor services, and financial aid services to families with students attending private and faith-based K-12 schools, as well as for colleges and universities.
NBS includes FACTS Management, Nelnet Business Solutions, and Payment Spring (PS).
FACTS Management
FACTS Management bought out RenWeb in June 2014. RenWeb is a provider of an online school management program, which is mostly used in the private school market at over 3500 schools.
Other subsidiaries
Total Well-Being provides services that motivate organizations’ employees to achieve health & wellness goals.
Total Well-Being Strive is an online fitness and wellness tracker created at Nelnet and launched in early 2014.
Health Education Solutions, an expert online certification course provider in the health education field, offers advanced cardiac life support (ACLS) and pediatric advanced life support (PALS) training and certification according to the latest American Heart Association guidelines.
Allo Communications, a fiber optic cable and internet service provider headquartered in Imperial, Nebraska.
Nelnet also invests in a number of startup companies, including Hudl, Nebraska Global, Eye Verify, Travefy, and Mind Mixer.
Controversies
In February 2007, New York Attorney General Andrew Cuomo launched an investigation into alleged deceptive lending practices by student loan providers, including The College Board, EduCap, Nelnet, Citibank, and Sallie Mae.
The New York Times reported in August 2007 that Jon Bruning, Nebraska Attorney General, allowed Nelnet to be forgiven the $1 million settlement the company reached with Bruning in April 2007. Nelnet was accused of industry wide kickbacks, improper inducements, and gifts from student loan providers to colleges and universities. Nelnet agreed to provide $1 million to the state in support of a national financial aid awareness campaign. Bruning decided in August 2007 to forgive Nelnet its $1 million obligation after the company announced that it had reached a separate $2 million settlement with New York State Attorney General Andrew Cuomo.
Nelnet has also made significant financial contributions to United States congressional campaigns, including a contribution from Nelnet and Union Bank & Trust Company of $16,100 to Jon Bruning, Nebraska Attorney General, for his Senate election campaign. Nelnet spent approximately $200,000.00 in the 2015–2016 Election Cycle, per Federal Election Commission Records and have already spent an approximate $60,000 for the 2017–2018 Election Cycle.
A United States Department of Education audit revealed that from 1993 to 2007, Nelnet had utilized a loophole in federal tax legislation that allowed the company to receive a higher interest rate on specified loans, generating $278 million from taxpayers. Nelnet disputed the findings of the audit through a letter written to the United States Department of Education letting them know of this loophole, and ultimately, U.S. Department of Education ruled that Nelnet would keep the $278 million.
The Chronicle of Higher Education reported in August 2010, that Nelnet settled a case for $55 million. The suit was filed by a former Department of Education researcher named Dr. Jon Oberg. Nelnet and other lenders were accused of defrauding taxpayers of billions of dollars in student loan subsidies. The largest student lender in the country, Sallie Mae, is also listed as a defendant in the case. Oberg's suit ultimately led to taxpayer funds being returned by seven of the nine companies Oberg sued.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
NNI Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
NNI Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor |
|---|---|
| 1 de Junho de 2026 | $0,3300 |
| 27 de Fevereiro de 2026 | $0,3300 |
| 1 de Dezembro de 2025 | $0,3300 |
| 2 de Setembro de 2025 | $0,3000 |
| 2 de Junho de 2025 | $0,2800 |
| 28 de Fevereiro de 2025 | $0,2800 |
| 2 de Dezembro de 2024 | $0,2800 |
| 30 de Agosto de 2024 | $0,2800 |
| 31 de Maio de 2024 | $0,2800 |
| 29 de Fevereiro de 2024 | $0,2800 |
| 30 de Novembro de 2023 | $0,2800 |
| 31 de Agosto de 2023 | $0,2600 |
| 31 de Maio de 2023 | $0,2600 |
| 28 de Fevereiro de 2023 | $0,2600 |
| 30 de Novembro de 2022 | $0,2600 |
| 31 de Agosto de 2022 | $0,2400 |
| 31 de Maio de 2022 | $0,2400 |
| 28 de Fevereiro de 2022 | $0,2400 |
| 30 de Novembro de 2021 | $0,2400 |
| 31 de Agosto de 2021 | $0,2200 |
NNI Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 0 0,0%
- Compra 0 0,0%
- Manter 3 37,5%
- Venda 4 50,0%
- Venda forte 1 12,5%
Preço-alvo de 12 meses
1 analistas · 2026-08-17Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $1.77 | $2.15 | -0.38% |
| 31 de Março de 2026 | $1.94 | $2.69 | -0.75% |
| 31 de Dezembro de 2025 | $1.56 | $1.65 | -0.09% |
| 30 de Setembro de 2025 | $2.94 | $1.53 | 1.4% |
| 30 de Junho de 2025 | $1.37 | $1.93 | -0.56% |
| 31 de Março de 2025 | $2.26 | $1.94 | 0.32% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| NNI | — | 11.3 | 21.1% | 120.9% | 12.2% | — |
| OMF | $7.92B | 10.3 | 8.9% | 16.0% | 23.3% | — |
| FIGR | $0 | 92.8 | 48.7% | 26.4% | 16.9% | — |
| ENVA | $3.89B | 13.6 | 18.6% | 9.8% | 24.3% | 58.1% |
| CACC | $4.74B | 12.2 | 7.2% | 18.3% | 27.5% | — |
| SLM | $5.39B | 7.8 | 7.3% | 37.5% | 30.9% | — |
| BFH | $3.26B | 6.8 | — | 12.8% | 16.0% | — |
| DAVE | — | — | — | — | — | — |
| UPST | $4.29B | 97.2 | 64.0% | 5.1% | 7.0% | — |
| HAPN | — | — | — | — | — | — |
| ECPG | $1.18B | 5.0 | 34.4% | 14.5% | 27.4% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 13
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | |
| Cost of Revenue | $226M | $252M | $220M | $168M | $109M | $105M | $102M | $76M | $59M | $51M | $42M | $50M | |
| Operating Expenses | $927M | $883M | $892M | $834M | $726M | $781M | $763M | $689M | $485M | $433M | $469M | $453M | |
| Interest Expense | · | · | $845M | $430M | $176M | $330M | $699M | $670M | $465M | $388M | $302M | $273M | |
| Interest Income | $851M | $973M | $1.11B | $743M | $524M | $620M | $949M | $924M | $770M | $761M | $734M | $710M | |
| Pretax Income | $556M | $229M | $69M | $502M | $502M | $450M | $177M | $286M | $227M | $399M | $421M | $470M | |
| Income Tax | $128M | $53M | $19M | $113M | $116M | $101M | $35M | $59M | $65M | $141M | $152M | $160M | |
| Net Income | $428M | $184M | $90M | $407M | $393M | $352M | $142M | $228M | $173M | $257M | $268M | $308M | |
| EPS (Basic) | $11.79 | $5.02 | $2.40 | $10.82 | $10.20 | $9.02 | $3.54 | · | · | · | · | · | |
| EPS (Diluted) | $11.79 | $5.02 | $2.40 | $10.82 | $10.20 | $9.02 | $3.54 | · | · | · | · | · | |
| Shares (Basic) | 36,341,197 | 36,642,533 | 37,416,621 | 37,603,033 | 38,572,801 | 39,059,588 | 40,047,402 | · | · | · | · | · | |
| Shares (Diluted) | 36,341,197 | 36,642,533 | 37,416,621 | 37,603,033 | 38,572,801 | 39,059,588 | 40,047,402 | · | · | · | · | · | |
| EBITDA | $91M | $133M | $145M | $176M | $132M | $198M | $193M | $185M | $138M | $123M | $124M | $108M |
Balanço Patrimonial 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $296M | $195M | $168M | $118M | $126M | $121M | $134M | $121M | $67M | $70M | $64M | $130M | |
| PP&E (Net) | $76M | $95M | $127M | $123M | $119M | $124M | $348M | $345M | $248M | $124M | $80M | $46M | |
| PP&E (Gross) | $369M | $393M | $381M | $357M | $327M | $283M | · | · | · | · | · | $130M | |
| Accum. Depreciation | $293M | $298M | $254M | $234M | $207M | $160M | · | · | · | · | · | $84M | |
| Goodwill | $158M | $158M | $158M | $177M | $142M | $142M | $157M | $157M | $139M | $147M | $146M | $126M | |
| Intangibles | $29M | $36M | $45M | $64M | $52M | $75M | $82M | $114M | $38M | $48M | $51M | $43M | |
| Total Assets | $14.06B | $13.78B | $16.71B | $19.36B | $21.68B | $22.65B | $23.71B | $25.22B | $23.96B | $27.19B | $30.42B | $30.03B | |
| Total Liabilities | $10.49B | $10.48B | $13.51B | $16.17B | $18.73B | $20.02B | $21.32B | $22.91B | $21.80B | $25.12B | $28.53B | $28.37B | |
| Long-term Debt | $7.78B | $8.31B | $11.83B | $14.64B | $17.63B | $19.32B | $20.53B | · | · | · | · | · | |
| Paid-in Capital | $1M | $7M | $3M | $1M | $1M | $4M | $6M | $622.0K | $521.0K | $420.0K | $0 | $17M | |
| Retained Earnings | $3.68B | $3.34B | $3.27B | $3.23B | $2.94B | $2.62B | $2.38B | $2.30B | $2.14B | $2.06B | $1.88B | $1.70B | |
| AOCI | $3M | $1M | $-20M | $-37M | $9M | $6M | $3M | $4M | $5M | $5M | $2M | $5M | |
| Stockholders' Equity | $3.69B | $3.35B | $3.25B | $3.20B | $2.95B | $2.63B | $2.39B | $2.30B | $2.17B | $2.07B | $1.89B | $1.73B | |
| Liabilities + Equity | $14.06B | $13.78B | $16.71B | $19.37B | $21.68B | $22.65B | $23.71B | $25.22B | $23.96B | $27.19B | $30.42B | $30.10B |
Fluxo de Caixa 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $91M | $133M | $145M | $176M | $132M | $198M | $193M | $185M | $138M | $123M | $124M | $108M | |
| Stock-based Comp | $13M | $12M | $16M | $14M | $11M | $17M | $7M | $7M | $4M | $4M | $5M | $5M | |
| Deferred Tax | $-4M | $-22M | $-52M | $35M | $56M | $8M | $-7M | $11M | $-2M | $27M | $7M | $20M | |
| Amort. of Intangibles | $7M | $8M | $17M | $15M | $23M | $31M | $33M | $30M | $9M | $12M | $10M | $6M | |
| Other Non-cash | $-105M | $356M | $232M | $52M | $-47M | $-363M | $-35M | $-159M | $-86M | $-85M | $-13M | $-82M | |
| Operating Cash Flow | $423M | $663M | $432M | $683M | $480M | $349M | $299M | $271M | $322M | $300M | $391M | $357M | |
| CapEx | $26M | $21M | $74M | $59M | $59M | $113M | $92M | $125M | $156M | $68M | $17M | $26M | |
| Investing Cash Flow | $356M | $2.41B | $1.94B | $2.27B | $1.19B | $621M | $1.52B | $-732M | $2.95B | $3.41B | $1.42B | $-110M | |
| Stock Issued | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $1M | $678.0K | $889.0K | $801.0K | $656.0K | |
| Stock Repurchased | $69M | $83M | $28M | $98M | $58M | $73M | $40M | $45M | $69M | $69M | $96M | $16M | |
| Net Stock Activity | $-67M | $-81M | $-26M | $-96M | $-57M | $-72M | $-39M | $-44M | $-68M | $-68M | $-95M | $-15M | |
| Dividends Paid | $43M | $41M | $39M | $37M | $34M | $32M | $29M | $27M | $24M | $21M | $19M | $19M | |
| Financing Cash Flow | $-737M | $-3.17B | $-2.70B | $-2.79B | $-1.43B | $-1.23B | $-1.79B | $712M | $-3.50B | $-3.58B | $-1.88B | $-181M | |
| Net Change in Cash | $43M | $-94M | $-332M | $163M | $236M | $-264M | $30M | $250M | $-228M | $129M | $-67M | $67M | |
| Taxes Paid | $69M | $15M | $48M | $58M | $19M | $30M | $18M | $473.0K | $96M | $115M | $147M | $156M | |
| Free Cash Flow | $397M | $642M | $359M | $625M | $486M | $100M | $206M | $146M | $72M | $258M | $375M | $331M | |
| Levered FCF | · | · | $-261M | $290M | $350M | $-157M | $-353M | $-387M | $-261M | $7M | $182M | $151M |
Lucratividade 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 120.9% | 62.8% | 34.6% | 26.1% | 29.7% | 25.2% | 13.1% | 21.0% | · | · | · | · | |
| Pretax Margin | 157.0% | 78.0% | 28.0% | 32.7% | 37.9% | 32.2% | 16.4% | 26.3% | · | · | · | · | |
| EBITDA Margin | 25.6% | 45.2% | 54.9% | 11.3% | 10.0% | 14.2% | 17.8% | 17.0% | · | · | · | · | |
| ROA | 3.1% | 1.3% | 0.54% | 2.1% | 1.8% | 1.6% | 0.60% | 0.91% | · | · | · | 1.1% | |
| ROE | 12.2% | 5.6% | 2.8% | 13.2% | 14.1% | 14.1% | 6.0% | 10.2% | · | · | · | 19.4% |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.0 | 0.0 | · | · | · | 0.0 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 21.1% | 10.6% | -83.0% | 17.7% | -5.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -39.0% | -39.5% | -42.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -24.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 134.9% | 109.2% | -77.8% | 6.1% | 13.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 2.9% | -21.1% | -35.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 132.8% | 104.9% | -77.9% | 3.5% | 11.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 1.7% | -22.4% | -36.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.2% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 6
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Income TTM | $428M | $184M | $90M | $407M | $393M | $352M | $142M | $228M | $173M | $257M | $268M | $308M | |
| P/E | 11.3 | 21.3 | 36.8 | 8.4 | 9.6 | 7.9 | 16.5 | 14.0 | 14.6 | 13.6 | 9.0 | 12.4 | |
| Earnings Yield | 8.9% | 4.7% | 2.7% | 11.9% | 10.4% | 12.7% | 6.1% | 7.1% | 6.8% | 7.4% | 11.1% | 8.1% | |
| Payout Ratio | 10.0% | 22.2% | 43.1% | 9.0% | 8.8% | 9.0% | 20.8% | 11.8% | 13.9% | 8.2% | 7.1% | 6.0% | |
| Annual Payout | $43M | $41M | $39M | $37M | $34M | $32M | $29M | $27M | $24M | $21M | $19M | $19M |
Demonstração de Resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | $41M | $52M | $53M | $60M | $56M | $58M | $69M | $72M | $48M | $63M | $63M | $51M | $50M | $56M | $53M | $49M | |
| Operating Expenses | $260M | $234M | $264M | $226M | $225M | $218M | $230M | $221M | $214M | $217M | $259M | $214M | $209M | $210M | $222M | $210M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $195M | · | $207M | $233M | $199M | · | $127M | |
| Interest Income | $205M | $211M | $225M | $206M | $212M | $208M | $221M | $240M | $243M | $269M | $275M | $285M | $284M | $266M | $263M | $203M | |
| Pretax Income | $65M | $76M | $77M | $136M | $237M | $106M | · | $-2M | $58M | $94M | · | $50M | $27M | $31M | $26M | $127M | |
| Income Tax | $20M | $20M | $8M | $36M | $60M | $25M | $15M | $-282.0K | $15M | $23M | $-10M | $11M | $10M | $8M | $5M | $27M | |
| Net Income | $67M | $71M | $58M | $107M | $181M | $83M | $63M | $2M | $45M | $73M | $-8M | $44M | $27M | $26M | $30M | $105M | |
| EPS (Basic) | $1.85 | $1.97 | $1.62 | $2.94 | $4.97 | $2.26 | $1.74 | $0.07 | $1.23 | $1.98 | $-0.22 | $1.18 | $0.73 | $0.71 | $0.85 | $2.80 | |
| EPS (Diluted) | $1.85 | $1.97 | $1.62 | $2.94 | $4.97 | $2.26 | $1.74 | $0.07 | $1.23 | $1.98 | $-0.22 | $1.18 | $0.73 | $0.71 | $0.85 | $2.80 | |
| Shares (Basic) | 36,037,509 | 36,076,912 | -72,939,149 | 36,316,315 | 36,485,605 | 36,478,426 | -73,470,405 | 36,430,485 | 36,525,482 | 37,156,971 | -74,894,453 | 37,498,073 | 37,468,397 | 37,344,604 | -75,529,508 | 37,380,493 | |
| Shares (Diluted) | 36,037,509 | 36,076,912 | -72,939,149 | 36,316,315 | 36,485,605 | 36,478,426 | -73,470,405 | 36,430,485 | 36,525,482 | 37,156,971 | -74,894,453 | 37,498,073 | 37,468,397 | 37,344,604 | -75,529,508 | 37,380,493 | |
| EBITDA | · | $21M | · | · | · | $23M | · | · | · | $34M | · | · | · | $34M | · | · |
Balanço Patrimonial 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $172M | $240M | $296M | $216M | $226M | $221M | $195M | $220M | $145M | $180M | $168M | $188M | $122M | $188M | $118M | $63M | |
| PP&E (Net) | $81M | $85M | $76M | $93M | $85M | $90M | $95M | $125M | $132M | $149M | · | $127M | $130M | $133M | · | $127M | |
| PP&E (Gross) | · | · | $369M | · | · | · | $393M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $293M | · | · | · | $298M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $207M | $204M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $177M | $177M | $177M | $177M | $172M | |
| Intangibles | $96M | $98M | $29M | $32M | $33M | $35M | $36M | $38M | $41M | $43M | · | $52M | $57M | $61M | · | $70M | |
| Total Assets | $14.28B | $14.18B | $14.06B | $13.88B | $13.71B | $14.19B | $13.78B | $14.08B | $14.50B | $15.40B | $16.71B | $17.22B | $17.81B | $18.08B | $19.36B | $19.56B | |
| Total Liabilities | $10.64B | $10.57B | $10.49B | $10.29B | $10.23B | $10.83B | $10.48B | $10.87B | $11.28B | $12.14B | · | $13.96B | $14.56B | $14.86B | · | $16.40B | |
| Long-term Debt | $7.04B | $7.70B | $7.78B | $7.82B | $7.90B | $8.66B | $8.31B | $8.94B | $9.57B | $10.58B | · | $12.45B | $13.07B | $13.44B | · | $15.04B | |
| Paid-in Capital | $2M | $2M | $1M | $1M | $637.0K | $7M | $7M | $4M | $657.0K | $1M | · | $14M | $10M | $5M | · | $837.0K | |
| Retained Earnings | $3.77B | $3.73B | $3.68B | $3.65B | $3.58B | $3.41B | $3.34B | $3.29B | $3.30B | $3.31B | · | $3.31B | $3.27B | $3.25B | · | $3.21B | |
| AOCI | $-2M | $-4M | $3M | $3M | $-2M | $-429.0K | $1M | $-1M | $-2M | $-8M | · | $-25M | $-21M | $-27M | · | $-29M | |
| Stockholders' Equity | $3.77B | $3.73B | $3.69B | $3.65B | $3.57B | $3.42B | $3.35B | $3.29B | $3.29B | $3.31B | · | $3.29B | $3.26B | $3.23B | · | $3.18B | |
| Liabilities + Equity | $14.28B | $14.18B | $14.06B | $13.88B | $13.71B | $14.19B | $13.78B | $14.08B | $14.50B | $15.40B | · | $17.22B | $17.81B | $18.08B | · | $19.56B |
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 | $22M | $21M | $22M | $16M | $29M | $23M | $27M | $36M | $36M | $34M | $17M | $35M | $59M | $34M | $63M | $40M | |
| Stock-based Comp | $5M | $4M | $3M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $-1M | $-11M | $78M | $6M | $-93M | $4M | $1M | $-18M | $-3M | $-2M | $-27M | $-9M | $-3M | $-14M | $-23M | $8M | |
| Amort. of Intangibles | $5M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $5M | $5M | $4M | $3M | $6M | $3M | |
| Other Non-cash | · | $-12M | · | · | · | $-22M | · | · | · | $104M | · | · | · | $72M | · | · | |
| Operating Cash Flow | $78M | $73M | $138M | $112M | $82M | $91M | $181M | $137M | $133M | $212M | $79M | $154M | $76M | $123M | $26M | $173M | |
| CapEx | $6M | $12M | $7M | $12M | $4M | $3M | $-17M | $4M | $11M | $23M | $21M | $15M | $13M | $24M | $15M | $10M | |
| Investing Cash Flow | $-66M | $31M | $-163M | $-191M | $573M | $136M | $335M | $254M | $738M | $1.09B | $632M | $417M | $167M | $724M | $534M | $902M | |
| Stock Issued | $573.0K | $379.0K | $490.0K | $472.0K | $579.0K | $341.0K | $522.0K | $457.0K | $593.0K | $374.0K | $465.0K | $425.0K | $495.0K | $395.0K | $427.0K | $405.0K | |
| Stock Repurchased | $24M | $16M | $16M | $27M | $21M | $4M | $403.0K | $576.0K | $47M | $35M | $24M | $543.0K | $465.0K | $3M | $4M | $14M | |
| Net Stock Activity | · | $-16M | · | · | · | $-4M | · | · | · | $-35M | · | · | · | $-3M | · | · | |
| Dividends Paid | $12M | $12M | $12M | $11M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $9M | |
| Financing Cash Flow | $135M | $-244M | $232M | $43M | $-686M | $-326M | $-483M | $-436M | $-868M | $-1.38B | $-479M | $-592M | $-327M | $-1.31B | $-246M | $-1.21B | |
| Net Change in Cash | $136M | $-143M | $207M | $-35M | $-30M | $-99M | $32M | $-44M | $3M | $-85M | $233M | $-21M | $-84M | $-460M | $314M | $-131M | |
| Taxes Paid | $3M | $1M | $18M | $24M | $26M | $1M | $2M | $2M | $11M | $791.0K | $2M | $2M | $43M | $961.0K | $20M | $16M | |
| Free Cash Flow | · | $62M | · | · | · | $88M | · | · | · | $189M | · | · | · | $98M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $42M | · | · | · | $-48M | · | · |
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 | 69.4% | 70.0% | · | 125.1% | 228.4% | 99.8% | · | 3.3% | 67.9% | 98.6% | · | 58.6% | 55.6% | 8.0% | · | 26.5% | |
| Pretax Margin | 68.1% | 74.4% | · | 160.1% | 298.8% | 128.3% | · | -3.1% | 88.0% | 126.8% | · | 68.4% | 58.1% | 9.4% | · | 32.1% | |
| EBITDA Margin | · | 20.8% | · | · | · | 28.0% | · | · | · | 45.8% | · | · | · | 10.3% | · | · | |
| ROA | 0.48% | 0.50% | · | 0.76% | 1.3% | 0.56% | · | 0.02% | 0.28% | 0.44% | · | 0.25% | 0.15% | 0.14% | · | 0.50% | |
| ROE | 1.8% | 2.0% | · | 3.1% | 5.3% | 2.5% | · | 0.07% | 1.4% | 2.2% | · | 1.4% | 0.89% | 0.84% | · | 3.5% |
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 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Net Income TTM | $426M | $442M | · | $373M | $311M | $203M | · | $165M | $190M | $172M | · | $203M | $244M | $403M | · | $430M | |
| P/E | 11.4 | 10.6 | · | 12.2 | 14.2 | 20.0 | · | 25.4 | 19.7 | 20.6 | · | 16.5 | 14.8 | 8.6 | · | 7.0 | |
| Earnings Yield | 8.8% | 9.4% | · | 8.2% | 7.0% | 5.0% | · | 3.9% | 5.1% | 4.9% | · | 6.1% | 6.7% | 11.6% | · | 14.3% | |
| Payout Ratio | · | 16.6% | · | · | · | 12.3% | · | · | · | 14.2% | · | · | · | 36.4% | · | · |
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 | |
|---|---|---|---|---|---|
| Lucro líquido | $428M | — | — | $184M | — |
| EPS Diluído | $11.79 | — | — | $5.02 | — |
Fluxo de Caixa
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $397M | — | — | $642M | — |
Últimas notícias Notícias recentes mencionando esta empresa
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Investidores institucionais (13F) 228 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.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 32 (+1 vs trimestre anterior) | 23 (-5 vs trimestre anterior) | 78 (+3 vs trimestre anterior) | 56 (-2 vs trimestre anterior) | +1.3M |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $238.911.590 | 1.791.882 | 18,23% | Ações |
| MAGNOLIA GROUP, LLC | $169.292.168 | 1.269.723 | 12,92% | Ações |
| FARMERS & MERCHANTS INVESTMENTS INC | $157.242.869 | 1.179.351 | 12,00% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $92.747.148 | 695.621 | 7,08% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $77.994.050 | 584.970 | 5,95% | Ações |
| AMERICAN CENTURY COMPANIES INC | $56.090.909 | 420.692 | 4,28% | Ações |
| STATE STREET CORP | $48.724.115 | 365.440 | 3,72% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $44.816.114 | 336.059 | 3,42% | Ações |
| Bragg Financial Advisors, Inc | $33.131.572 | 248.493 | 2,53% | Ações |
| QVT Financial LP | $30.854.429 | 231.414 | 2,35% | Ações |
| Empyrean Capital Partners, LP | $30.799.230 | 231.000 | 2,35% | Ações |
| GENERAL AMERICAN INVESTORS CO INC | $30.798.963 | 230.998 | 2,35% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.371.841 | 167.793 | 1,71% | Ações |
| BAR HARBOR WEALTH MANAGEMENT | $14.478.171 | 108.589 | 1,10% | Ações |
| JPMORGAN CHASE & CO | $13.292.000 | 100.000 | 1,01% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $12.224.494 | 91.686 | 0,93% | Ações |
| VANGUARD GROUP INC | $11.532.950 | 86.740 | 0,88% | Ações |
| Sycale Advisors (NY) LLC | $11.073.456 | 83.053 | 0,84% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $9.963.617 | 74.729 | 0,76% | Ações |
| Qube Research & Technologies Ltd | $9.681.625 | 72.614 | 0,74% | Ações |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $8.806.047 | 66.047 | 0,67% | Ações |
| Bank of New York Mellon Corp | $8.048.599 | 60.366 | 0,61% | Ações |
| Guardian Wealth Management, Inc. | $7.124.303 | 53.433 | 0,54% | Ações |
| GOLDMAN SACHS GROUP INC | $6.461.305 | 48.461 | 0,49% | Ações |
| Bandera Partners LLC | $6.081.625 | 47.159 | 0,46% | Ações |
| MARSHALL WACE, LLP | $5.333.734 | 40.004 | 0,41% | Ações |
| DENALI ADVISORS LLC | $5.306.534 | 39.800 | 0,40% | Ações |
| FRANKLIN RESOURCES INC | $5.260.402 | 39.454 | 0,40% | Ações |
| Brandywine Global Investment Management, LLC | $5.166.028 | 38.854 | 0,39% | Ações |
| Edgestream Partners, L.P. | $5.129.472 | 38.472 | 0,39% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.810.680 | 36.081 | 0,37% | Ações |
| LPL Financial LLC | $4.771.717 | 35.789 | 0,36% | Ações |
| HighTower Advisors, LLC | $4.771.205 | 35.785 | 0,36% | Ações |
| BANK OF AMERICA CORP /DE/ | $4.752.281 | 35.643 | 0,36% | Ações |
| FIRST TRUST ADVISORS LP | $3.738.573 | 28.040 | 0,29% | Ações |
| Swiss National Bank | $3.733.240 | 28.000 | 0,28% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $3.733.240 | 28.000 | 0,28% | Ações |
| DARK FOREST CAPITAL MANAGEMENT LP | $3.605.777 | 27.044 | 0,28% | Ações |
| RHUMBLINE ADVISERS | $3.586.298 | 26.898 | 0,27% | Ações |
| MERCER GLOBAL ADVISORS INC /ADV | $3.466.413 | 25.999 | 0,26% | Ações |
| D.A. DAVIDSON & CO. | $3.274.741 | 24.561 | 0,25% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $3.144.188 | 23.582 | 0,24% | Ações |
| HUB Investment Partners, LLC | $2.778.064 | 20.836 | 0,21% | Ações |
| TWO SIGMA INVESTMENTS, LP | $2.656.734 | 19.926 | 0,20% | Ações |
| Mariner, LLC | $2.620.195 | 19.652 | 0,20% | Ações |
| ALLIANCEBERNSTEIN L.P. | $2.571.076 | 19.937 | 0,20% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $2.562.603 | 19.220 | 0,20% | Ações |
| Prescott Group Capital Management, L.L.C. | $2.293.676 | 17.203 | 0,18% | Ações |
| FIRST MANHATTAN CO. LLC. | $2.242.744 | 16.821 | 0,17% | Ações |
| MARTINGALE ASSET MANAGEMENT L P | $2.055.149 | 15.414 | 0,16% | Ações |
| DEUTSCHE BANK AG\ | $2.030.216 | 15.227 | 0,15% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.961.151 | 14.709 | 0,15% | Ações |
| CAPTRUST FINANCIAL ADVISORS | $1.941.285 | 14.560 | 0,15% | Ações |
| Pilgrim Partners Asia Pte Ltd | $1.866.620 | 14.000 | 0,14% | Ações |
| JAMES INVESTMENT RESEARCH, INC. | $1.847.554 | 13.857 | 0,14% | Ações |
| ALLSTATE CORP | $1.842.754 | 13.821 | 0,14% | Ações |
| SEI INVESTMENTS CO | $1.793.030 | 13.448 | 0,14% | Ações |
| ANCHOR CAPITAL ADVISORS LLC | $1.770.889 | 13.282 | 0,14% | Ações |
| AlphaQuest LLC | $1.724.491 | 12.970 | 0,13% | Ações |
| XTX Topco Ltd | $1.651.025 | 12.383 | 0,13% | Ações |
| BlackRock, Inc. | $1.611.293 | 12.085 | 0,12% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.563.694 | 11.728 | 0,12% | Ações |
| Quantinno Capital Management LP | $1.540.662 | 11.555 | 0,12% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.510.122 | 11.710 | 0,12% | Ações |
| D. E. Shaw & Co., Inc. | $1.481.163 | 11.109 | 0,11% | Ações |
| BOKF, NA | $1.333.300 | 10.000 | 0,10% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.205.437 | 9.041 | 0,09% | Ações |
| Militia Capital Partners, LP | $1.196.640 | 9.000 | 0,09% | Ações |
| Fieldview Capital Management, LLC | $1.183.570 | 8.877 | 0,09% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.183.170 | 8.874 | 0,09% | Ações |
| MetLife Investment Management, LLC | $1.161.438 | 8.711 | 0,09% | Ações |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.151.226 | 8.927 | 0,09% | Ações |
| Russell Investments Group, Ltd. | $1.078.773 | 8.091 | 0,08% | Ações |
| Crawford Fund Management, LLC | $1.015.441 | 7.616 | 0,08% | Ações |
| NorthCrest Asset Manangement, LLC | $1.011.714 | 7.635 | 0,08% | Ações |
| ExodusPoint Capital Management, LP | $1.005.042 | 7.538 | 0,08% | Ações |
| Engineers Gate Manager LP | $886.378 | 6.648 | 0,07% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $857.712 | 6.433 | 0,07% | Ações |
| Asset Value Investors Ltd | $821.475 | 6.370 | 0,06% | Ações |
| Invesco Ltd. | $792.514 | 5.944 | 0,06% | Ações |
| JANUS HENDERSON GROUP PLC | $774.362 | 6.007 | 0,06% | Ações |
| QRG CAPITAL MANAGEMENT, INC. | $723.789 | 5.429 | 0,06% | Ações |
| Corient Private Wealth LP | $687.316 | 5.155 | 0,05% | Ações |
| Vanguard Global Advisers, LLC | $684.116 | 5.131 | 0,05% | Ações |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $679.050 | 5.093 | 0,05% | Ações |
| INTECH INVESTMENT MANAGEMENT LLC | $624.118 | 4.681 | 0,05% | Ações |
| CWM, LLC | $614.752 | 4.767 | 0,05% | Ações |
| AVITY INVESTMENT MANAGEMENT INC. | $613.851 | 4.604 | 0,05% | Ações |
| Proficio Capital Partners LLC | $606.918 | 4.552 | 0,05% | Ações |
| TWO SIGMA ADVISERS, LP | $598.320 | 4.500 | 0,05% | Ações |
| Police & Firemen's Retirement System of New Jersey | $588.119 | 4.411 | 0,04% | Ações |
| RMR Capital Management, LLC | $563.053 | 4.223 | 0,04% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $518.787 | 3.891 | 0,04% | Ações |
| ARIZONA STATE RETIREMENT SYSTEM | $513.454 | 3.851 | 0,04% | Ações |
| CITADEL ADVISORS LLC | $493.321 | 3.700 | 0,04% | Opção de compra |
| CreativeOne Wealth, LLC | $463.188 | 3.474 | 0,04% | Ações |
| Vanguard Investments Australia, Ltd. | $430.656 | 3.230 | 0,03% | Ações |
| JANE STREET GROUP, LLC | $422.656 | 3.170 | 0,03% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $419.633 | 3.147 | 0,03% | Ações |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $417.857 | 3.134 | 0,03% | Ações |
Executivos da empresa 38 insiders · 24 diretores · 15 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Jeffrey R Noordhoek | Chief Executive Officer | 10 de Março de 2026 A | 109.583 | 0 | 0 | $0 |
| Stephen F Butterfield | Vice Chair/Co-CEO | 13 de Fevereiro de 2007 D | 1.868.083 | 0 | 0 | $0 |
| James D Kruger | Chief Financial Officer | 30 de Abril de 2026 G | 5.000 | 0 | 0 | $0 |
| Matthew W Dunlap | President, NFS | 10 de Junho de 2026 F | 17.054 | 0 | 0 | $0 |
| Timothy Tewes | President | 10 de Março de 2026 F | 94.048 | 0 | 0 | $0 |
| Don R Bouc | President Emeritus | 13 de Fevereiro de 2007 D | 100.553 | 0 | 0 | $0 |
| Terry J Heimes | Chief Operating Officer | 10 de Março de 2026 F | 27.923 | 0 | 0 | $0 |
| William J Munn | Secy/Chief Legal Off/Gen Coun | 15 de Abril de 2026 G | 12.155 | 0 | 0 | $0 |
| Deeann Wenger | Pres, Nelnet Business Services | 10 de Março de 2026 F | 31.025 | 0 | 0 | $0 |
| Emily Olinger | Chief People Services Officer | 10 de Março de 2026 F | 7.859 | 0 | 0 | $0 |
| Dunlap, Michael S. | Executive Chairman of Board | 1 de Dezembro de 2025 G | 153.880 | 0 | 0 | $0 |
| Todd M Eicher | Executive Director | 23 de Julho de 2009 S | 65.186 | 0 | 0 | $0 |
| John Robert Kline | Executive Director | 8 de Abril de 2009 D | 76.894 | 0 | 0 | $0 |
| Matthew D Hall | Executive Director | 15 de Julho de 2008 D | 48.859 | 0 | 0 | $0 |
| Evan Roth | Chief Learning Officer | 14 de Dezembro de 2007 J | 9.413 | 0 | 0 | $0 |
| Cheryl E Watson | Chief Communications Officer | 3 de Agosto de 2007 A | 84.827 | 0 | 0 | $0 |
| David J. Byrnes | Executive Director | 15 de Março de 2007 A | 10.685 | 0 | 0 | $0 |
| David A Bottegal | Ex. Dir. & Chief Mar. Officer | 13 de Fevereiro de 2007 D | 287.366 | 0 | 0 | $0 |
| Edward Martinez | Exec Dir Corp Services | 3 de Janeiro de 2007 S | 36.168 | 0 | 0 | $0 |
| Raymond J Ciarvella | Ex. Dir. & Chief Inf. Officer | 11 de Janeiro de 2006 S | 178.462 | 0 | 0 | $0 |
| Charles E Hosea | Executive Director | 24 de Agosto de 2004 S | 76.720 | 0 | 0 | $0 |
| Dominic Rotondi | Executive Director | 11 de Dezembro de 2003 P | 17.600 | 0 | 0 | $0 |
| Dennis V Leach | Executive Director | 11 de Dezembro de 2003 P | 22.500 | 0 | 0 | $0 |
| Hilario Arguinchona | Executive Director | 11 de Dezembro de 2003 P | 527.900 | 0 | 0 | $0 |
| Jona M Van Deun | Conselheiro | 15 de Junho de 2026 A | 1.111 | 0 | 1 | $-51.580 |
| Bansal Preeta D | Conselheiro | 15 de Junho de 2026 A | 20.243 | 0 | 0 | $0 |
| David S Graff | Conselheiro | 15 de Junho de 2026 A | 31.860 | 0 | 0 | $0 |
| Kimberly Kay Rath | Conselheiro | 15 de Junho de 2026 A | — | 0 | 0 | $0 |
| Kathleen Anne Farrell | Conselheiro | 15 de Junho de 2026 A | 22.570 | 0 | 0 | $0 |
| Thomas Edward Henning | Conselheiro | 15 de Junho de 2026 A | 0 | 0 | 2 | $-1.056.219 |
| James Vanhorn | Conselheiro | 18 de Novembro de 2009 S | 41.652 | 0 | 0 | $0 |
| Michael D Reardon | Conselheiro | 26 de Junho de 2009 A | 30.619 | 0 | 0 | $0 |
| James P Abel | Conselheiro | 26 de Junho de 2009 A | 7.604 | 0 | 0 | $0 |
| Brian J Oconnor | Conselheiro | 9 de Julho de 2008 A | 35.476 | 0 | 0 | $0 |
| Arturo R. Moreno | Conselheiro | 30 de Junho de 2006 A | 17.346 | 0 | 0 | $0 |
| Angie Mulheisen | Detentor de 10% | 18 de Agosto de 2025 G | 2.191.180 | 0 | 0 | $0 |
| PACKERS SERVICE GROUP INC | Detentor de 10% | 31 de Maio de 2007 J | 0 | 0 | 0 | $0 |
| Shelby J Butterfield | — | 25 de Agosto de 2025 S | 510 | 0 | 1 | $-5.000.033 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 5 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 |
|---|---|---|---|---|---|
| Magnolia Capital Fund, LP, The Magnolia Group, LLC, Adam K. Peterson | 5 de Junho de 2026 | 5,90% | Emenda | — | SEC |
| Dunlap, Michael S., Union Financial Services, Inc., Dunlap Holdings, LLC | 13 de Novembro de 2025 | 37,80% | Emenda | — | SEC |
| Dunlap, Michael S. 2), Union Financial Services, Inc. 2), Dunlap Holdings, LLC 2) ×17 declarações | 18 de Novembro de 2024 | — | Declaração inicial | — | SEC |
| Adam K. Peterson, Magnolia Capital Fund, LP, The Magnolia Group, LLC | 21 de Março de 2022 | — | Declaração inicial | — | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada | 11 de Junho de 2020 | — | 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 60 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 |
|---|---|---|---|---|
| EBIT · Harbor ETF Trust | 0,53% | 424 NS | 30 de Abril de 2026 | N-PORT |
| SAWS · ETF Series Solutions | 0,42% | 210 NS | 30 de Abril de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,39% | 4.990 NS | 30 de Abril de 2026 | N-PORT |
| MILN · Global X Funds | 0,29% | 2.154 NS | 31 de Maio de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,25% | 21.535 NS | 30 de Abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,24% | 125.952 NS | 30 de Abril de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,23% | 559 NS | 31 de Maio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,17% | 160.372 NS | 30 de Abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,16% | 330.884 NS | 31 de Maio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,13% | 13.023 SH | 8 de Agosto de 2026 | Diário |
| IWN · iShares Trust | 0,13% | 139.711 SH | 8 de Agosto de 2026 | Diário |
| FSMD · FIDELITY COVINGTON TRUST | 0,12% | 19.216 NS | 30 de Abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,11% | 629 NS | 30 de Abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,10% | 2.217 SH | 8 de Agosto de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 4.433 NS | 30 de Abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,08% | 771 NS | 30 de Abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 75.666 NS | 30 de Abril de 2026 | N-PORT |
| ISCG · iShares Trust | 0,07% | 5.098 SH | 8 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,07% | 390.230 SH | 8 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 14.188 SH | 8 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 85.998 SH | 8 de Agosto de 2026 | Diário |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 11.923 NS | 31 de Maio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,06% | 5.609 NS | 30 de Abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 34.573 NS | 31 de Maio de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 608 NS | 31 de Maio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,04% | 184.176 SH | 8 de Agosto de 2026 | Diário |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 66.955 NS | 31 de Maio de 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 750 SH | 8 de Agosto de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,03% | 794 NS | 30 de Abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,03% | 1.393 NS | 31 de Maio de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 475 NS | 31 de Maio de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 3.580 NS | 30 de Abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 1.582 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 159.913 SH | 8 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,02% | 290.693 SH | 8 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,02% | 22.677 SH | 8 de Agosto de 2026 | Diário |
| DFUV · Dimensional ETF Trust | 0,02% | 20.006 NS | 30 de Abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 484 NS | 31 de Maio de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 870 SH | 8 de Agosto de 2026 | Diário |
| TECB · iShares Trust | 0,02% | 560 SH | 8 de Agosto de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,02% | 47.809 NS | 30 de Abril de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,01% | 719 SH | 8 de Agosto de 2026 | Diário |
| DCOR · Dimensional ETF Trust | 0,01% | 2.157 NS | 30 de Abril de 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,01% | 78.674 SH | 8 de Agosto de 2026 | Diário |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,01% | 311 NS | 31 de Maio de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 8.719 NS | 31 de Maio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 1.113 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 427 NS | 31 de Maio de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 12 NS | 31 de Maio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 5.653 NS | 30 de Abril de 2026 | N-PORT |