PBYI Puma Biotechnology Inc - Common Stock
$9,41
Preço · Ago 19, 2026
Fundamentais a partir de Ago 6, 2026
Intervalo 52 Semanas
$4–$10
98% of range
Classificação do Analista
HOLD
6 analysts
Preço-Alvo
$6
P/E (TTM)
15.6
ROE
26.5%
Margem de Lucro Líquido
13.6%
Sobre Puma Biotechnology Inc - Common Stock Visão geral da empresa da Wikipedia
Puma Biotechnology is a publicly traded biopharmaceutical company headquartered in Los Angeles, CA.
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Puma Biotechnology is a publicly traded biopharmaceutical company (NASDAQ: PBYI) headquartered in Los Angeles, CA.
Creation
Puma was founded in September 2010 by Alan Auerbach to identify and in-license compounds that were already in clinical development. This was the same business plan Auerbach had followed at Cougar Biotechnology, which he founded in 2003, and through which he in-licensed abiraterone acetate from BTG plc. Cougar further developed abiraterone before the company was sold to Johnson & Johnson in 2009. Auerbach brought many Cougar employees with him after founding Puma in 2010.
Funding for development
In August 2011 Puma licensed two drug candidates from Pfizer: neratinib (PB272) and an analog (PB357) to serve as a backup candidate.
As part of an approximately $60 million financing round in October 2011, Puma entered into a reverse merger with the shell company Innovative Acquisitions Corp., formed in 2007. In April 2012 the company's stock began trading over the counter. In October 2012 the company raised around $138 million and its shares were listed on the New York Stock Exchange.
In 2016 Puma discovered that Robert Gadimian, senior director of regulatory affairs, had twice bought and sold stock based on his knowledge of unpublished clinical trial results; Puma quickly fired him after conducting an internal investigation and reported the insider trading to the SEC.
Approval and licensing of neratinib
In March 2016 Puma held a pre-NDA meeting with the FDA in which the FDA raised concerns about the design and conduct of clinical trials that Puma had run and recommended that Puma not file the NDA with that data.
Puma did file the NDA, and in May 2017 an FDA review panel recommended that the FDA approve neratinib but raised concerns that the intended use was too broad and should be limited to people with specific mutations. The FDA's briefing document to the panel had raised concerns about the marginal benefit of the drug and the side effects. In July 2017 the FDA approved neratinib for use in preventing the return of breast cancer after treatment that included trastuzumab and without any need for genetic testing, and with warnings about the risk of severe diarrhea. U.S. sales of neratinib totaled $200.5 million in 2018.
In January 2018 an EMA committee gave a negative review to neratinib. In June 2018 this same EMA committee recommended the approval of neratinib, which received European Commission (EC) approval in September 2018.
In 2019 Puma licensed commercialization rights in Europe and part of Africa to Pierre Fabre for an upfront payment of $60 million and milestone payments that could reach $345 million. Previously, Puma licensed rights in Greater China to CANbrdige Life Sciences, rights in Israel to Medison Pharma, rights in Canada to Knight Therapeutics, rights in South East Asian to Specialised Therapeutics and rights in Latin America to Pint Pharma.
== References ==
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
PBYI Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$9.41
Capitalização de Mercado
$479M
P/E (TTM)
15.6
EPS (TTM)
$0.61
Receita (TTM)
$228M
Rendimento div.
—
ROE
26.5%
Dívida/Capital
0.2
Intervalo 52 Semanas
$4 – $10
PBYI 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
$228M
2017-12-31
→
2025-12-31
EPS
$0.61
2020-12-31
→
2025-12-31
Fluxo de caixa livre
$42M
2016-12-31
→
2025-12-31
Margens
13.6%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
PBYI
Mediana de Pares
P/E (TTM)
15.6
17.4
P/S (TTM)
2.1
52.3
P/B
3.7
4.8
EV / EBITDA
10.8
—
Price / FCF (Preço / FCF)
11.5
—
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
PBYI
Mediana de Pares
Operating Margin (Margem Operacional)
16.3%
—
Net Profit Margin (Margem de Lucro Líquido)
13.6%
-670.1%
ROA
14.5%
-41.1%
ROE
26.5%
-52.6%
ROIC
21.2%
—
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
PBYI
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
0.2
—
Current Ratio (Índice de liquidez corrente)
2.0
7.7
Quick Ratio (Índice de Liquidez Seca)
1.9
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
PBYI
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
-0.91%
—
Revenue CAGR 3Y (CAGR Receita 3A)
0.05%
—
Revenue CAGR 5Y (CAGR Receita 5A)
0.29%
—
EPS YoY
-1.6%
—
Net Income YoY (Lucro Líquido Ano a Ano)
2.8%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
PBYI
Mediana de Pares
PBYI Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
VENDA
6 analistas
- Compra forte 0 0,0%
- Compra 0 0,0%
- Manter 3 50,0%
- Venda 1 16,7%
- Venda forte 2 33,3%
Preço-alvo de 12 meses
1 analistas · 2026-08-18
Mín
$6.00
Máx
$6.00
Alvo mediano
$6.00
-36,2%
Alvo médio
$6.00
-36,2%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.07%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $0.16 | $0.04 | 0.12% |
| 31 de Março de 2026 | $-0.07 | $-0.13 | 0.06% |
| 31 de Dezembro de 2025 | $0.26 | $0.23 | 0.03% |
| 30 de Setembro de 2025 | $0.17 | $0.05 | 0.12% |
| 30 de Junho de 2025 | $0.12 | $0.10 | 0.02% |
| 31 de Março de 2025 | $0.06 | $-0.02 | 0.08% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| PBYI | $300M | 9.8 | -0.91% | 13.6% | 26.5% | — |
| VSTM | $600M | -2.6 | 209.1% | -677.6% | -449.2% | — |
| ZURA | — | — | — | — | — | — |
| CABA | $220M | -1.0 | — | — | -115.5% | — |
| MPLT | $773M | -0.9 | — | — | -151.1% | — |
| EDIT | $201M | -1.1 | 25.4% | -395.0% | -688.8% | — |
| OCGN | $422M | -5.6 | 8.8% | -1537.4% | 1488.8% | — |
| QTTB | $43M | 1.4 | — | 55.5% | 200.3% | — |
| RZLT | $388M | -4.6 | — | — | -56.9% | — |
| BNTC | $307M | -11.1 | — | — | -43.8% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $228M | $230M | $236M | $228M | $253M | $225M | $272M | $251M | $28M | |
| Cost of Revenue | $58M | $64M | $63M | $55M | $64M | $39M | $37M | $35M | $6M | |
| R&D Expense | · | · | · | · | $72M | $98M | $133M | $165M | $208M | |
| SG&A Expense | $71M | $80M | $90M | $90M | $116M | $118M | $142M | $146M | $107M | |
| Operating Expenses | $191M | $200M | $203M | $204M | $252M | $256M | $311M | $346M | $320M | |
| Operating Income | $37M | $31M | $33M | $24M | $1M | $-30M | $-39M | $-95M | $-292M | |
| Interest Expense | · | · | $13M | $12M | $13M | $14M | $15M | $11M | $720.0K | |
| Interest Income | $4M | $5M | $3M | $813.0K | $160.0K | $489.0K | $3M | $2M | $1M | |
| Other Non-op | $1M | $862.0K | $759.0K | $-28.0K | $292.0K | $367.0K | $128.0K | $-714.0K | $-101.0K | |
| Pretax Income | $36M | $24M | $23M | $457.0K | $-29M | $-60M | $-76M | $-114M | · | |
| Income Tax | $5M | $-6M | $1M | $455.0K | $324.0K | $207.0K | $53.0K | $17.0K | $0 | |
| Net Income | $31M | $30M | $22M | $2.0K | $-29M | $-60M | $-76M | $-114M | $-292M | |
| EPS (Basic) | $0.62 | $0.62 | $0.46 | $0.00 | $-0.72 | $-1.52 | $-75595.00 | · | · | |
| EPS (Diluted) | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 | $-1.52 | · | · | · | |
| Shares (Basic) | 50,011,485 | 48,648,701 | 47,134,331 | 44,674,501 | 40,638,852 | 39,576,107 | · | · | · | |
| Shares (Diluted) | 50,653,283 | 49,100,433 | 47,550,852 | 44,929,998 | 40,638,852 | 39,576,107 | · | · | · | |
| EBITDA | $37M | $31M | $33M | $24M | $1M | $-30M | $-39M | $-95M | $-292M |
Balanço Patrimonial 26
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $30M | $69M | $85M | $76M | $63M | $85M | $60M | $108M | $82M | |
| Short-term Investments | $68M | $32M | $11M | $5M | $19M | $8M | $52M | $57M | · | |
| Receivables | $54M | $32M | $48M | $40M | $33M | $26M | $29M | $21M | $10M | |
| Inventory | $6M | $9M | $7M | $5M | $7M | $3M | $3M | $3M | $2M | |
| Prepaid Expense | $4M | $6M | $4M | $6M | $9M | $11M | $13M | $12M | $13M | |
| Other Current Assets | $256.0K | $91.0K | $912.0K | $2M | $447.0K | $4M | $323.0K | $2M | · | |
| Current Assets | $163M | $148M | $156M | $134M | $140M | $146M | $166M | $203M | $106M | |
| PP&E (Net) | $187.0K | $515.0K | $855.0K | $1M | $2M | $2M | $3M | $4M | $4M | |
| PP&E (Gross) | $5M | $8M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Accum. Depreciation | $5M | $8M | $8M | $7M | $7M | $6M | $6M | $5M | $4M | |
| Intangibles | $41M | $51M | $61M | $71M | $66M | $74M | $40M | $44M | $48M | |
| Total Assets | $216M | $213M | $231M | $222M | $227M | $244M | $235M | $259M | $166M | |
| Accounts Payable | $5M | $6M | $7M | $6M | $11M | $12M | $19M | $21M | $28M | |
| Accrued Liabilities | $50M | $37M | $53M | $53M | $93M | $61M | $69M | $46M | $31M | |
| Current Liabilities | $81M | $96M | $99M | $77M | $110M | $114M | $91M | $67M | $58M | |
| Capital Leases | $5M | $1M | $7M | $12M | $16M | $20M | $23M | · | · | |
| Other Non-current Liabilities | $0 | $121.0K | $121.0K | · | · | · | · | · | · | |
| Total Liabilities | $86M | $121M | $177M | $200M | $229M | $250M | $217M | $225M | $112M | |
| Long-term Debt | $23M | $68M | $102M | $102M | $102M | $84M | $95M | $152M | $48M | |
| Total Debt | $23M | $67M | $100M | $98M | $97M | $98M | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $4.0K | |
| Retained Earnings | $-1.28B | $-1.31B | $-1.35B | $-1.37B | $-1.37B | $-1.34B | $-1.28B | $-1.20B | $-1.09B | |
| AOCI | $36.0K | $6.0K | $-4.0K | $0 | $-2.0K | $0 | $62.0K | $-12.0K | · | |
| Stockholders' Equity | $130M | $92M | $53M | $22M | $-2M | $-6M | $17M | $34M | $53M | |
| Liabilities + Equity | $216M | $213M | $231M | $222M | $227M | $244M | $235M | $259M | $166M | |
| Shares Outstanding | 50,408,023 | 49,105,834 | 47,646,787 | 46,345,660 | 41,175,507 | 40,086,387 | 39,203,304 | 38,325,037 | 37,594,851 |
Fluxo de Caixa 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $12M | $12M | $10M | $11M | $10M | $8M | $7M | $3M | |
| Stock-based Comp | $7M | $8M | $10M | $12M | $33M | $37M | $57M | $87M | $109M | |
| Deferred Tax | $3M | $-7M | $0 | $0 | · | · | · | · | · | |
| Amort. of Intangibles | $10M | $10M | $8M | $8M | $8M | $6M | $4M | $4M | $2M | |
| Operating Cash Flow | $42M | $39M | $27M | $-16M | $21M | $773.0K | $22M | $-24M | $-172M | |
| CapEx | $71.0K | $56.0K | $140.0K | $0 | $0 | $46.0K | $306.0K | $439.0K | $431.0K | |
| Investing Cash Flow | $-36M | $-20M | $-19M | $7M | $-11M | $33M | $5M | $-58M | $-15M | |
| Debt Issued | · | · | · | · | · | · | $25M | $105M | $50M | |
| Net Debt Issued | · | · | · | · | · | · | $25M | $105M | $50M | |
| Financing Cash Flow | $-45M | $-34M | $0 | $12M | $-32M | $-10M | $-67M | $108M | $75M | |
| Net Change in Cash | $-40M | $-15M | $8M | $4M | $-22M | $24M | $-40M | $27M | $-113M | |
| Taxes Paid | $1M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $42M | $39M | $27M | $-16M | $21M | · | · | $-25M | $-173M | |
| Levered FCF | · | · | $14M | $-16M | $8M | · | · | · | · |
Lucratividade 7
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% | -13.5% | -14.4% | -37.7% | -1056.1% | |
| Net Margin | 13.6% | 13.1% | 9.2% | 0.00% | -11.5% | -26.7% | -27.8% | -45.2% | -1054.6% | |
| Pretax Margin | 15.7% | 10.5% | 9.6% | 0.20% | -11.4% | -26.6% | · | · | · | |
| EBITDA Margin | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% | -13.5% | -14.4% | -37.7% | -1056.1% | |
| ROA | 14.5% | 13.6% | 9.5% | 0.00% | -12.4% | -25.0% | -30.6% | -53.5% | -139.6% | |
| ROE | 26.5% | 37.1% | 46.8% | 0.01% | 435.8% | 1873.7% | -436.4% | -283.2% | -221.9% | |
| ROIC | 21.2% | 24.4% | 20.3% | 0.09% | 1.4% | -33.0% | · | · | · |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.5 | 1.6 | 1.7 | 1.3 | 1.3 | 1.8 | 3.0 | 1.8 | |
| Quick Ratio | 1.9 | 1.4 | 1.4 | 1.6 | 1.0 | 1.0 | 1.5 | 2.8 | 1.6 | |
| Debt / Equity | 0.2 | 0.7 | 1.9 | 4.5 | -39.7 | -16.5 | · | · | · | |
| LT Debt / Equity | 0.0 | 0.2 | 1.2 | 4.5 | -39.7 | -14.1 | · | · | · | |
| Interest Coverage | · | · | 2.4 | 2.0 | 0.1 | -2.2 | -2.6 | -8.6 | -406.1 |
Eficiência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 1.0 | 1.0 | 1.1 | 0.9 | 1.1 | 1.2 | 0.1 | |
| Inventory Turnover | 8.2 | 8.2 | 10.8 | 9.5 | 12.1 | · | · | 14.9 | 5.5 | |
| Receivables Turnover | 5.3 | 5.8 | 5.3 | 6.3 | 8.7 | 8.3 | 11.0 | 16.5 | 5.7 |
Taxas de Crescimento 6
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.91% | -2.2% | 3.3% | -9.9% | 12.5% | · | · | · | · | |
| Revenue CAGR 3Y | 0.05% | -3.1% | 1.5% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.29% | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.6% | 37.8% | · | · | · | · | · | · | · | |
| Net Income YoY | 2.8% | 40.2% | 1079450.0% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2396.3% | · | · | · | · | · | · | · | · |
Avaliação (TTM) 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $228M | $230M | $236M | $228M | $253M | $225M | $272M | $251M | $28M | |
| Net Income TTM | $31M | $30M | $22M | $2.0K | $-29M | $-60M | $-76M | $-114M | $-292M | |
| Market Cap | $300M | $150M | $206M | $174M | $122M | $411M | $343M | $780M | $3.72B | |
| Enterprise Value | $225M | $116M | $210M | $191M | $137M | $416M | · | · | · | |
| P/E | 9.8 | 4.9 | 9.6 | · | -4.2 | -6.8 | · | · | · | |
| P/S | 1.3 | 0.6 | 0.9 | 0.8 | 0.5 | 1.8 | 1.3 | 3.1 | 134.2 | |
| P/B | 2.3 | 1.6 | 3.9 | 8.1 | -49.8 | -69.1 | 19.6 | 22.7 | 69.7 | |
| P / Tangible Book | 3.4 | 3.7 | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.2 | 3.8 | 7.6 | -11.0 | 5.9 | 532.1 | 15.3 | -32.4 | -21.5 | |
| P / FCF | 7.2 | 3.9 | 7.7 | -11.0 | 5.9 | · | · | -31.8 | -21.5 | |
| EV / EBITDA | 6.0 | 3.7 | 6.4 | 8.1 | 106.1 | -13.7 | · | · | · | |
| EV / FCF | 5.4 | 3.0 | 7.8 | -12.1 | 6.6 | · | · | · | · | |
| EV / Revenue | 1.0 | 0.5 | 0.9 | 0.8 | 0.5 | 1.8 | · | · | · | |
| Earnings Yield | 10.2% | 20.3% | 10.4% | 0.00% | -23.7% | -14.8% | · | · | · |
Demonstração de Resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $57M | $45M | $75M | $54M | $52M | $46M | $59M | $81M | $47M | $44M | $72M | $56M | $55M | $53M | $66M | $57M | |
| Cost of Revenue | $12M | $10M | $23M | $12M | $12M | $11M | $14M | $29M | $11M | $11M | $24M | $13M | $12M | $13M | $17M | $12M | |
| SG&A Expense | $18M | $18M | $18M | $17M | $18M | $18M | $17M | $17M | $25M | $22M | $20M | $23M | $24M | $22M | $25M | $24M | |
| Operating Expenses | $49M | $49M | $58M | $45M | $46M | $42M | $46M | $58M | $49M | $46M | $57M | $48M | $50M | $48M | $56M | $55M | |
| Operating Income | $8M | $-4M | $17M | $10M | $7M | $4M | $13M | $22M | $-2M | $-2M | $15M | $9M | $5M | $4M | $10M | $2M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $3M | · | $3M | $3M | $3M | · | $3M | |
| Interest Income | $831.0K | $1M | $977.0K | $1M | $956.0K | $1M | $1M | $1M | $1M | $972.0K | $719.0K | $689.0K | $660.0K | $537.0K | $519.0K | $216.0K | |
| Other Non-op | $9.0K | $130.0K | $143.0K | $115.0K | $410.0K | $359.0K | $268.0K | $347.0K | $156.0K | $91.0K | $641.0K | $74.0K | $86.0K | $-42.0K | $-204.0K | $64.0K | |
| Pretax Income | $8M | $-3M | $17M | $9M | $6M | $3M | $12M | $21M | $-4M | $-5M | $13M | $6M | $2M | $2M | $-5M | $-293.0K | |
| Income Tax | · | · | · | · | · | · | $-7M | $291.0K | $378.0K | $220.0K | $536.0K | $213.0K | $187.0K | $147.0K | $294.0K | $67.0K | |
| Net Income | $8M | $-4M | $13M | $9M | $6M | $3M | $19M | $20M | $-5M | $-5M | $12M | $6M | $2M | $1M | $-6M | $-360.0K | |
| EPS (Basic) | $0.16 | $-0.07 | $0.26 | $0.18 | $0.12 | $0.06 | $0.40 | $0.41 | $-0.09 | $-0.10 | $0.26 | $0.12 | $0.05 | $0.03 | $-0.12 | $-0.01 | |
| EPS (Diluted) | $0.16 | $-0.07 | $0.26 | $0.17 | $0.12 | $0.06 | $0.40 | $0.41 | $-0.09 | $-0.10 | $0.25 | $0.12 | $0.05 | $0.03 | $-0.12 | $-0.01 | |
| Shares (Basic) | 50,939,946 | 50,845,130 | -99,623,885 | 50,339,456 | 49,700,217 | 49,595,697 | -96,841,433 | 49,008,464 | 48,292,414 | 48,189,256 | -93,781,152 | 47,520,338 | 46,759,062 | 46,636,083 | -88,159,871 | 45,567,739 | |
| Shares (Diluted) | 52,596,589 | 50,845,130 | -100,327,655 | 50,929,893 | 50,144,704 | 49,906,341 | -96,554,598 | 49,173,361 | 48,292,414 | 48,189,256 | -94,627,471 | 47,819,234 | 47,201,185 | 47,157,904 | -88,204,189 | 45,567,739 | |
| EBITDA | $8M | $-4M | · | $10M | $7M | · | · | $22M | $-2M | $-2M | · | $9M | $5M | $4M | · | $2M |
Balanço Patrimonial 26
| 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 | $37M | $36M | $30M | $54M | $55M | $63M | $69M | $67M | $67M | $77M | · | $82M | $60M | $61M | · | $78M | |
| Short-term Investments | $57M | $65M | $68M | $41M | $41M | $30M | $32M | $29M | $30M | $30M | · | $3M | $14M | $10M | · | $0 | |
| Receivables | $34M | $26M | $54M | $34M | $26M | $25M | $32M | $55M | $28M | $25M | · | $29M | $31M | $31M | · | $28M | |
| Inventory | $13M | $9M | $6M | $9M | $9M | $9M | $9M | $3M | $9M | $7M | · | $6M | $8M | $4M | · | $5M | |
| Prepaid Expense | $4M | $3M | $4M | $4M | $4M | $5M | $6M | $3M | $3M | $4M | · | $4M | $5M | $5M | · | $7M | |
| Other Current Assets | $199.0K | $196.0K | $256.0K | $230.0K | $73.0K | $98.0K | $91.0K | $236.0K | $241.0K | $255.0K | · | $2M | $573.0K | $449.0K | · | $4M | |
| Current Assets | $145M | $142M | $163M | $144M | $137M | $133M | $148M | $157M | $138M | $143M | · | $125M | $119M | $112M | · | $122M | |
| PP&E (Net) | $103.0K | $124.0K | $187.0K | $305.0K | $388.0K | $474.0K | $515.0K | $601.0K | $680.0K | $757.0K | · | $907.0K | $977.0K | $1M | · | $1M | |
| PP&E (Gross) | $3M | $3M | $5M | $7M | $8M | $8M | $8M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $9M | |
| Accum. Depreciation | $3M | $3M | $5M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | · | $8M | $8M | $8M | · | $7M | |
| Intangibles | · | · | $41M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $193M | $193M | $216M | $203M | $195M | $196M | $213M | $221M | $205M | $214M | · | $204M | $200M | $196M | · | $199M | |
| Accounts Payable | $3M | $8M | $5M | $6M | $5M | $6M | $6M | $8M | $14M | $9M | · | $5M | $8M | $9M | · | $15M | |
| Accrued Liabilities | $45M | $38M | $50M | $37M | $32M | $27M | $37M | $51M | $39M | $38M | · | $34M | $35M | $34M | · | $40M | |
| Current Liabilities | $50M | $60M | $81M | $83M | $79M | $87M | $96M | $110M | $104M | $98M | · | $67M | $60M | $48M | · | $60M | |
| Capital Leases | $4M | $5M | $5M | $5M | $0 | $0 | $1M | $3M | $4M | $6M | · | $8M | $10M | $11M | · | $13M | |
| Other Non-current Liabilities | · | · | $0 | $0 | $0 | $0 | $121.0K | $121.0K | $121.0K | · | · | · | · | · | · | · | |
| Total Liabilities | $54M | $64M | $86M | $88M | $90M | $99M | $121M | $150M | $156M | $163M | · | $165M | $170M | $170M | · | $177M | |
| Long-term Debt | $0 | $11M | $23M | $34M | $45M | $57M | $67M | $79M | $91M | $102M | · | $102M | $102M | $102M | · | $102M | |
| Total Debt | $0 | $11M | · | $34M | $45M | · | · | $78M | $89M | $100M | · | $99M | $99M | $99M | · | $98M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | $5.0K | · | $5.0K | |
| Retained Earnings | $-1.28B | $-1.29B | $-1.28B | $-1.30B | $-1.31B | $-1.31B | $-1.31B | $-1.33B | $-1.35B | $-1.35B | · | $-1.36B | $-1.36B | $-1.37B | · | $-1.36B | |
| AOCI | $-45.0K | $-31.0K | $36.0K | $19.0K | $-14.0K | $-11.0K | $6.0K | $26.0K | $-32.0K | $-26.0K | · | $-4.0K | $-6.0K | · | · | $0 | |
| Stockholders' Equity | $139M | $128M | $130M | $115M | $105M | $97M | $92M | $71M | $49M | $51M | $53M | $39M | $30M | $26M | $22M | $22M | |
| Liabilities + Equity | $193M | $193M | $216M | $203M | $195M | $196M | $213M | $221M | $205M | $214M | · | $204M | $200M | $196M | · | $199M | |
| Shares Outstanding | 51,102,687 | 50,879,204 | 50,408,023 | 50,384,274 | 49,892,725 | 49,615,174 | 49,105,834 | 49,067,348 | 48,460,120 | 48,214,663 | 47,646,787 | 47,542,790 | 46,947,153 | 46,663,599 | 46,345,660 | 45,608,814 |
Fluxo de Caixa 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $3M | |
| Stock-based Comp | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $3M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $800.0K | $2M | $2M | $2M | $2M | $2M | |
| Operating Cash Flow | $2M | $15M | $14M | $10M | $14M | $4M | $16M | $11M | $1M | $11M | $10M | $11M | $3M | $3M | $8M | $17M | |
| CapEx | $0 | $0 | $-36.0K | $26.0K | $20.0K | $61.0K | $16.0K | $20.0K | $20.0K | $0 | $45.0K | $27.0K | · | · | $0 | $0 | |
| Investing Cash Flow | $8M | $2M | $-27M | $506.0K | $-11M | $2M | $-2M | $259.0K | $703.0K | $-19M | $-8M | $11M | $-5M | $-17M | $-12M | $8M | |
| Financing Cash Flow | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $0 | $0 | $0 | $0 | $0 | $2M | $-53.0K | |
| Net Change in Cash | $-2M | $7M | $-24M | $-1M | $-8M | $-6M | $2M | $114.0K | $-10M | $-8M | $2M | $22M | $-1M | $-15M | $-2M | $25M | |
| Free Cash Flow | · | $15M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Lucratividade 7
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.4% | -8.5% | · | 17.6% | 12.7% | · | · | 27.4% | -4.6% | -5.2% | · | 15.3% | 9.0% | 8.3% | · | 4.2% | |
| Net Margin | 14.5% | -8.4% | · | 16.2% | 11.2% | · | · | 25.2% | -9.6% | -11.0% | · | 10.3% | 3.9% | 2.6% | · | -0.63% | |
| Pretax Margin | 14.6% | -7.6% | · | 17.0% | 11.8% | · | · | 25.6% | -8.8% | -10.5% | · | 10.7% | 4.2% | 2.9% | · | -0.51% | |
| EBITDA Margin | 13.4% | -8.5% | · | 17.6% | 12.7% | · | · | 27.4% | -4.6% | -5.2% | · | 15.3% | 9.0% | 8.3% | · | 4.2% | |
| ROA | 4.2% | -1.9% | · | 4.2% | 2.9% | · | · | 9.6% | -2.2% | -2.4% | · | 2.9% | 1.1% | 0.71% | · | -0.17% | |
| ROE | 6.7% | -3.3% | · | 9.5% | 7.6% | · | · | 37.0% | -11.5% | -12.5% | · | 19.0% | 8.5% | 8.5% | · | -6.4% | |
| ROIC | · | · | · | · | · | · | · | 14.6% | -1.7% | -1.6% | · | 6.0% | 3.5% | 3.2% | · | 2.5% |
Liquidez e Solvência 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.4 | · | 1.7 | 1.7 | · | · | 1.4 | 1.3 | 1.5 | · | 1.9 | 2.0 | 2.3 | · | 2.0 | |
| Quick Ratio | 2.6 | 2.1 | · | 1.5 | 1.5 | · | · | 1.4 | 1.2 | 1.3 | · | 1.7 | 1.8 | 2.1 | · | 1.8 | |
| Debt / Equity | 0.0 | 0.1 | · | 0.3 | 0.4 | · | · | 1.1 | 1.8 | 2.0 | · | 2.6 | 3.3 | 3.8 | · | 4.4 | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | · | · | 0.5 | 0.9 | 1.1 | · | 2.0 | 2.9 | 3.8 | · | 4.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -0.7 | · | 2.6 | 1.5 | 1.3 | · | 0.8 |
Eficiência 3
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.3 | 0.3 | · | · | 0.4 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.1 | 1.2 | · | 2.0 | 1.4 | · | · | 7.0 | 1.3 | 2.0 | · | 2.4 | 1.7 | 2.4 | · | 2.0 | |
| Receivables Turnover | 1.9 | 1.7 | · | 1.2 | 1.9 | · | · | 1.9 | 1.6 | 1.6 | · | 2.0 | 1.7 | 1.8 | · | 2.2 |
Avaliação (TTM) 14
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $208M | $198M | · | $233M | $226M | $217M | · | $228M | $202M | $207M | · | $221M | $224M | $215M | · | $209M | |
| Net Income TTM | $19M | $14M | · | $38M | $25M | $14M | · | $17M | $-1M | $5M | · | $9M | $13M | $7M | · | $-39M | |
| Market Cap | $414M | $325M | · | $268M | $171M | · | · | $125M | $158M | $256M | · | $125M | $166M | $144M | · | $108M | |
| Enterprise Value | $321M | $235M | · | $207M | $120M | · | · | $106M | $150M | $248M | · | $139M | $190M | $172M | · | $128M | |
| P/E | 21.3 | 22.8 | · | 7.0 | 6.9 | 10.6 | · | 7.5 | -163.0 | 53.0 | · | 13.8 | 12.6 | 20.6 | · | -2.4 | |
| P/S | 2.0 | 1.6 | · | 1.1 | 0.8 | · | · | 0.6 | 0.8 | 1.2 | · | 0.6 | 0.7 | 0.7 | · | 0.5 | |
| P/B | 3.0 | 2.5 | · | 2.3 | 1.6 | · | · | 1.8 | 3.3 | 5.0 | · | 3.2 | 5.5 | 5.6 | · | 4.9 | |
| P / Tangible Book | 3.0 | 2.5 | · | 2.3 | 1.6 | 1.5 | · | 1.8 | 3.3 | 5.0 | · | 3.2 | 5.5 | 5.6 | · | 4.9 | |
| P / Cash Flow | · | 21.1 | · | · | · | · | · | · | · | 22.7 | · | · | · | 54.6 | · | · | |
| P / FCF | · | 21.1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / EBITDA | 42.3 | -61.4 | · | 21.6 | 18.1 | · | · | 4.8 | -68.9 | -108.0 | · | 16.2 | 38.9 | 39.3 | · | 53.5 | |
| EV / FCF | · | 15.2 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 1.5 | 1.2 | · | 0.9 | 0.5 | · | · | 0.5 | 0.7 | 1.2 | · | 0.6 | 0.8 | 0.8 | · | 0.6 | |
| Earnings Yield | 4.7% | 4.4% | · | 14.3% | 14.6% | 9.5% | · | 13.3% | -0.61% | 1.9% | · | 7.2% | 7.9% | 4.9% | · | -40.9% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $228M | $230M | $236M | $228M | $253M |
| Margem Operacional % | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% |
| Lucro líquido | $31M | $30M | $22M | $2.0K | $-29M |
| EPS Diluído | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.2 | 0.7 | 1.9 | 4.5 | -39.7 |
| Índice de liquidez corrente | 2.0 | 1.5 | 1.6 | 1.7 | 1.3 |
| Índice de Liquidez Seca | 1.9 | 1.4 | 1.4 | 1.6 | 1.0 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $42M | $39M | $27M | $-16M | $21M |
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Investidores institucionais (13F) 174 declarantes · $239.8M 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 |
|---|---|---|---|---|
| 28 (+2 vs trimestre anterior) | 15 (-2 vs trimestre anterior) | 56 (+1 vs trimestre anterior) | 47 (+7 vs trimestre anterior) | +4.1M |
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 |
|---|---|---|---|---|
| ACORN CAPITAL ADVISORS, LLC | $33.504.835 | 4.131.299 | 13,97% | Ações |
| VANGUARD GROUP INC | $21.011.306 | 3.531.312 | 8,76% | Ações |
| AMERICAN CENTURY COMPANIES INC | $18.815.168 | 2.319.996 | 7,85% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $14.891.687 | 1.836.213 | 6,21% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.887.065 | 1.835.643 | 6,21% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14.805.608 | 1.825.599 | 6,18% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $11.407.283 | 1.406.570 | 4,76% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $9.618.136 | 1.185.702 | 4,01% | Ações |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.113.880 | 1.123.783 | 3,80% | Ações |
| STATE STREET CORP | $7.722.058 | 952.165 | 3,22% | Ações |
| KENNEDY CAPITAL MANAGEMENT LLC | $7.082.082 | 873.253 | 2,95% | Ações |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.420.006 | 791.616 | 2,68% | Ações |
| RITHOLTZ WEALTH MANAGEMENT | $6.080.862 | 749.798 | 2,54% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $5.214.292 | 642.946 | 2,17% | Ações |
| MILLENNIUM MANAGEMENT LLC | $4.884.166 | 602.240 | 2,04% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.318.170 | 532.450 | 1,80% | Ações |
| GLOBEFLEX CAPITAL L P | $3.104.565 | 382.807 | 1,29% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.506.850 | 309.106 | 1,05% | Ações |
| D. E. Shaw & Co., Inc. | $2.300.377 | 283.647 | 0,96% | Ações |
| Russell Investments Group, Ltd. | $2.207.323 | 272.173 | 0,92% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $2.182.158 | 269.070 | 0,91% | Ações |
| FEDERATED HERMES, INC. | $2.033.712 | 250.766 | 0,85% | Ações |
| Empowered Funds, LLC | $1.786.763 | 220.316 | 0,75% | Ações |
| PANAGORA ASSET MANAGEMENT INC | $1.764.290 | 217.545 | 0,74% | Ações |
| GOLDMAN SACHS GROUP INC | $1.758.256 | 216.801 | 0,73% | Ações |
| FMR LLC | $1.708.274 | 210.638 | 0,71% | Ações |
| PRUDENTIAL FINANCIAL INC | $1.600.095 | 197.299 | 0,67% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.526.562 | 188.232 | 0,64% | Ações |
| Prospera Financial Services Inc | $1.287.530 | 158.762 | 0,54% | Ações |
| Haven Private, LLC | $1.203.913 | 148.448 | 0,50% | Ações |
| TWO SIGMA INVESTMENTS, LP | $1.140.161 | 140.587 | 0,48% | Ações |
| BlackRock, Inc. | $1.134.784 | 139.924 | 0,47% | Ações |
| FIRST TRUST ADVISORS LP | $1.055.970 | 130.206 | 0,44% | Ações |
| Bank of New York Mellon Corp | $1.048.964 | 129.342 | 0,44% | Ações |
| Round Rock Advisors LLC | $1.045.476 | 128.912 | 0,44% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.040.051 | 128.243 | 0,43% | Ações |
| STRS OHIO | $686.106 | 84.600 | 0,29% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $596.085 | 73.500 | 0,25% | Ações |
| Trexquant Investment LP | $585.729 | 72.223 | 0,24% | Ações |
| Vise Technologies, Inc. | $584.163 | 72.030 | 0,24% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $520.662 | 64.200 | 0,22% | Opção de compra |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $497.000 | 61.255 | 0,21% | Ações |
| OpenArc Corporate Advisory, LLC | $482.472 | 59.491 | 0,20% | Ações |
| RHUMBLINE ADVISERS | $466.397 | 57.510 | 0,19% | Ações |
| TWO SIGMA ADVISERS, LP | $423.045 | 71.100 | 0,18% | Ações |
| D'Orazio & Associates, Inc. | $394.795 | 48.680 | 0,16% | Ações |
| Vanguard Global Advisers, LLC | $375.225 | 46.267 | 0,16% | Ações |
| DEUTSCHE BANK AG\ | $350.287 | 43.192 | 0,15% | Ações |
| Man Group plc | $336.614 | 41.506 | 0,14% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $333.240 | 41.090 | 0,14% | Ações |
| WINTON GROUP Ltd | $328.528 | 40.509 | 0,14% | Ações |
| XTX Topco Ltd | $326.801 | 40.296 | 0,14% | Ações |
| State of Wyoming | $323.046 | 39.833 | 0,13% | Ações |
| WELLS FARGO & COMPANY/MN | $304.977 | 37.605 | 0,13% | Ações |
| EntryPoint Capital, LLC | $303.200 | 37.386 | 0,13% | Ações |
| Baron Wealth Management LLC | $294.977 | 36.372 | 0,12% | Ações |
| Creative Planning | $289.827 | 35.737 | 0,12% | Ações |
| LPL Financial LLC | $280.095 | 34.537 | 0,12% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $279.673 | 34.485 | 0,12% | Ações |
| BANK OF AMERICA CORP /DE/ | $257.468 | 31.747 | 0,11% | Ações |
| Kathmere Capital Management, LLC | $252.805 | 31.172 | 0,11% | Ações |
| FRANKLIN RESOURCES INC | $242.165 | 29.860 | 0,10% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $236.731 | 29.190 | 0,10% | Ações |
| Y-Intercept (Hong Kong) Ltd | $212.660 | 26.222 | 0,09% | Ações |
| MARTINGALE ASSET MANAGEMENT L P | $205.703 | 25.364 | 0,09% | Ações |
| Metis Global Partners, LLC | $204.891 | 25.264 | 0,09% | Ações |
| MetLife Investment Management, LLC | $201.720 | 24.873 | 0,08% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $195.451 | 24.100 | 0,08% | Opção de venda |
| C2C Wealth Management, LLC | $191.558 | 23.620 | 0,08% | Ações |
| Nuveen, LLC | $187.982 | 23.179 | 0,08% | Ações |
| PRELUDE CAPITAL MANAGEMENT, LLC | $174.754 | 21.548 | 0,07% | Ações |
| One Wealth Advisors, LLC | $170.951 | 21.079 | 0,07% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $165.306 | 20.383 | 0,07% | Ações |
| CITIGROUP INC | $154.990 | 19.111 | 0,06% | Ações |
| BAILARD, INC. | $146.791 | 18.100 | 0,06% | Ações |
| Invesco Ltd. | $142.493 | 17.570 | 0,06% | Ações |
| JANE STREET GROUP, LLC | $141.925 | 17.500 | 0,06% | Opção de compra |
| Spark Investment Management LLC | $137.870 | 17.000 | 0,06% | Ações |
| MORGAN STANLEY | $137.416 | 16.944 | 0,06% | Ações |
| ALLIANCEBERNSTEIN L.P. | $136.490 | 21.360 | 0,06% | Ações |
| Brandywine Global Investment Management, LLC | $129.710 | 21.800 | 0,05% | Ações |
| Police & Firemen's Retirement System of New Jersey | $127.481 | 15.719 | 0,05% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $125.510 | 15.476 | 0,05% | Ações |
| Lido Advisors, LLC | $122.015 | 15.045 | 0,05% | Ações |
| Mariner, LLC | $120.593 | 14.869 | 0,05% | Ações |
| Caprock Group, LLC | $112.421 | 13.862 | 0,05% | Ações |
| PERKINS CAPITAL MANAGEMENT INC | $108.674 | 13.400 | 0,05% | Ações |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $107.960 | 13.312 | 0,05% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $105.624 | 13.203 | 0,04% | Ações |
| UBS Group AG | $99.923 | 12.321 | 0,04% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $97.774 | 12.056 | 0,04% | Ações |
| CWM, LLC | $97.531 | 15.263 | 0,04% | Ações |
| R Squared Ltd | $97.247 | 11.991 | 0,04% | Ações |
| Abel Hall, LLC | $93.427 | 11.520 | 0,04% | Ações |
| IEQ CAPITAL, LLC | $86.542 | 10.671 | 0,04% | Ações |
| Williams & Novak, LLC | $85.066 | 10.489 | 0,04% | Ações |
| Vanguard Personalized Indexing Management, LLC | $84.409 | 10.408 | 0,04% | Ações |
| Ethic Inc. | $83.290 | 10.270 | 0,03% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $83.136 | 10.251 | 0,03% | Ações |
| INTECH INVESTMENT MANAGEMENT LLC | $82.803 | 10.210 | 0,03% | Ações |
Executivos da empresa 24 insiders · 10 diretores · 12 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Alan H Auerbach | President and CEO | 6 de Julho de 2026 S | 7.261.671 | 0 | 1 | $-363.919 |
| Maximo F Nougues | Chief Financial Officer | 6 de Julho de 2026 S | 230.637 | 0 | 1 | $-77.528 |
| Douglas M Hunt | The Reporting Person is the Senior Vice President of Regulatory Affairs of the Issuer. | 6 de Julho de 2026 S | 196.841 | 0 | 1 | $-69.880 |
| Alvin F Wong | Chief Scientific Officer | 17 de Junho de 2021 A | — | 0 | 0 | $0 |
| Richard Paul Bryce | Title of Reporting Person: Chief Medical and Scientific Officer | 5 de Abril de 2021 S | 121.662 | 0 | 0 | $0 |
| Jeffrey Jerome Ludwig | Chief Commercial Officer | 17 de Fevereiro de 2021 A | 36.069 | 0 | 0 | $0 |
| Steven Lo | Chief Commercial Officer | 22 de Julho de 2019 S | 19.557 | 0 | 0 | $0 |
| Charles R Eyler | Title of Reporting Person: Senior Vice President, Finance and Administration and Treasurer | 4 de Fevereiro de 2019 S | 31.957 | 0 | 0 | $0 |
| Robert Charnas | The Reporting Person is the Senior Vice President of Regulatory Affairs and Project Management of the Issuer. | 16 de Fevereiro de 2017 A | 26.453 | 0 | 0 | $0 |
| Richard Benton Phillips | The Reporting Person is the Interim Head of Regulatory Affairs, Quality Assurance and Pharmacovigilance of the Issuer. | 15 de Abril de 2016 A | — | 0 | 0 | $0 |
| Brian M Stuglik | Conselheiro | 12 de Junho de 2026 S | 113.858 | 0 | 1 | $-58.320 |
| Allison Dorval | Conselheiro | 12 de Junho de 2026 S | 90.780 | 0 | 1 | $-83.592 |
| Adrian Senderowicz | Conselheiro | 12 de Junho de 2026 S | 27.000 | 0 | 1 | $-194.400 |
| Troy Edward Wilson | Conselheiro | 12 de Junho de 2026 S | 59.750 | 0 | 1 | $-77.760 |
| Jay M Moyes | Conselheiro | 12 de Junho de 2026 S | 58.322 | 0 | 1 | $-158.840 |
| Alessandra Cesano | Conselheiro | 11 de Junho de 2026 A | 68.850 | 0 | 0 | $0 |
| MILLER MICHAEL PATRICK | Conselheiro | 11 de Junho de 2026 A | 81.000 | 0 | 0 | $0 |
| Ann Calby Miller | Conselheiro | 15 de Junho de 2021 A | 40.732 | 0 | 0 | $0 |
| Hugh O'Dowd | Conselheiro | 9 de Junho de 2020 A | 25.748 | 0 | 0 | $0 |
| Frank Zavrl | Conselheiro | 9 de Junho de 2020 A | 50.993 | 0 | 0 | $0 |
| Thomas Malley | Conselheiro | 15 de Dezembro de 2014 A | 156.551 | 0 | 0 | $0 |
| Faraaz Siddiqi | — | 4 de Outubro de 2011 D | 0 | 0 | 0 | $0 |
| Kapil Munjal | — | 4 de Outubro de 2011 D | 0 | 0 | 0 | $0 |
| Robert Andrew Johnson | — | 4 de Outubro de 2011 D | 0 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 7 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Alan H. Auerbach ×6 declarações | 13 de Dezembro de 2022 | — | Declaração inicial | Investimento passivo | SEC |
| Kapil Munjal 2) | 4 de Outubro de 2011 | — | Declaração inicial | — | SEC |
| Faraaz Siddiqi 2) | 4 de Outubro de 2011 | — | Declaração inicial | — | SEC |
| Robert Johnson 2) | 4 de Outubro de 2011 | — | Declaração inicial | — | SEC |
| Robert Johnson | 21 de Novembro de 2007 | — | Declaração inicial | — | SEC |
| Pessoa de relato não divulgada | 19 de Novembro de 2007 | — | Declaração inicial | — | SEC |
| Faraaz Siddiqi | 19 de Novembro de 2007 | — | Declaração inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Participação em ETFs Detido por 36 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 |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0,72% | 52.608 NS | 30 de Abril de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,46% | 233.908 SH | 8 de Agosto de 2026 | Diário |
| IWC · iShares Trust | 0,08% | 150.797 SH | 8 de Agosto de 2026 | Diário |
| VFQY · VANGUARD WELLINGTON FUND | 0,06% | 34.260 SH | 8 de Agosto de 2026 | Diário |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,05% | 1.924.360 NS | 31 de Maio de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 55.680 NS | 31 de Maio de 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,03% | 2.746 SH | 8 de Agosto de 2026 | Diário |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 95.559 NS | 31 de Maio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 32.358 SH | 8 de Agosto de 2026 | Diário |
| IWN · iShares Trust | 0,02% | 356.623 SH | 8 de Agosto de 2026 | Diário |
| BIB · ProShares Trust | 0,02% | 1.879 NS | 31 de Maio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 55.064 SH | 8 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,01% | 1.153.241 SH | 8 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,01% | 19.123 NS | 30 de Abril de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,01% | 16.014 SH | 8 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 254.380 SH | 8 de Agosto de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,01% | 166.672 NS | 30 de Abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 156.761 NS | 30 de Abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 82.003 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 2.027 NS | 31 de Maio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 3.611 NS | 30 de Abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,01% | 5.394 NS | 31 de Maio de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 1.585 NS | 31 de Maio de 2026 | N-PORT |
| IWO · iShares Trust | 0,00% | 65.370 SH | 8 de Agosto de 2026 | Diário |
| URTY · ProShares Trust | 0,00% | 1.603 NS | 31 de Maio de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 2.071 NS | 31 de Maio de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 34.919 NS | 31 de Maio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 6.348 NS | 30 de Abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 40 NS | 31 de Maio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 9.704 NS | 30 de Abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 15.090 NS | 30 de Abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 12.376 NS | 30 de Abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 446.899 SH | 8 de Agosto de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.343.121 SH | 8 de Agosto de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 7.680 SH | 8 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2.979 SH | 8 de Agosto de 2026 | Diário |