PIPR Piper Sandler Companies Common Stock
$74,03
Preço · Ago 18, 2026
Fundamentais a partir de Ago 5, 2026
Intervalo 52 Semanas
$69–$95
20% of range
Classificação do Analista
BUY
11 analysts
Preço-Alvo
$87
+18% upside
P/E (TTM)
18.7
ROE
21.6%
Margem de Lucro Líquido
14.8%
Sobre Piper Sandler Companies Common Stock Visão geral da empresa da Wikipedia
Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
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Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
Founded in 1895 and headquartered in Minneapolis, Minnesota, Piper Sandler has more than 60 offices spanning across six countries.
History
Piper Sandler's roots can be traced back to 1895 when George Lane established George B. Lane, Commercial Paper and Collateral Loans & Co., a commercial paper brokerage, in Minneapolis. In 1913, Piper, Jaffray & Co. was established as another commercial paper business by H.C. Piper Sr. and Clive Palmer Jaffray. In 1917, George B. Lane & Co. merged with Piper, Jaffray & Co. to form Lane, Piper & Jaffray.
The firm first obtained a seat on the New York Stock Exchange in 1931 with the acquisition of Hopwood & Company, which had been devastated by the stock market crash. In 1971, Piper Jaffray & Hopwood became the first regional brokerage firm to offer its own stock for public sales, becoming a publicly held corporation. Later, in 1986, Piper's common stock began trading on the NASDAQ under the ticker symbol PIPR.
In 1992, the name of the broker-dealer changed from Piper Jaffray & Hopwood Incorporated to Piper Jaffray Inc.
In 1998, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray. In 2003, U.S. Bancorp spun off Piper Jaffray in a stock dividend to its shareholders, making the company independent once again under the symbol PJC. In 2006, the company sold its brokerage business to Zurich-based UBS for $510 million in cash. The business had approximately 800 brokers at that time.
On July 9, 2019, Piper Jaffray announced the purchase of leading financial services investment bank Sandler O'Neill for $485M; the new combined firm is named Piper Sandler Companies. Piper Jaffray CEO Chad Abraham would continue to lead the combined company.
Acquisition history
2004: Piper Jaffray acquired Vie Securities, LLC.
2007: Piper Jaffray acquires FAMCO, acquires Hong Kong–based investment bank Goldbond Capital Holdings Limited
2010: Piper Jaffray acquires Advisory Research, Inc.
2013: Piper Jaffray acquires Seattle-Northwest Securities Corporation, acquires Edgeview Partners, L.P.
2015: Piper Jaffray acquires River Branch Holdings
2016: Piper Jaffray acquires Simmons & Company International
2019: Piper Jaffray acquires Weeden & Co., L.P.
2020: Piper Jaffray acquires Sandler O'Neill + Partners, becoming Piper Sandler Companies. Piper Sandler acquires The Valence Group, acquires TRS Advisors
2022: Piper Sandler acquires Cornerstone Macro, acquires Stamford partners LLC, acquires DBO Partners
Regulator fines
In 2002, Piper Sandler was fined $25 million by state and federal regulators to settle charges of providing biased stock ratings as part of the Global Analyst Research Settlements. Other firms, including JP Morgan, Goldman Sachs, Merrill Lynch, UBS, Deutsche Bank, and Morgan Stanley, were fined for similar reasons. Piper Sandler agreed to implement structural changes to its research and investment banking programs to restore confidence in its business.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
PIPR Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$74.03
Capitalização de Mercado
$5.00B
P/E (TTM)
18.7
EPS (TTM)
$15.82
Receita (TTM)
$1.90B
Rendimento div.
2.3%
ROE
21.6%
Dívida/Capital
0.0
Intervalo 52 Semanas
$69 – $95
PIPR 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
$1.90B
2016-12-31
→
2025-12-31
EPS
$15.82
2016-12-31
→
2025-12-31
Fluxo de caixa livre
—
Margens
14.8%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
PIPR
Mediana de Pares
P/E (TTM)
18.7
19.6
P/S (TTM)
2.6
2.7
P/B
3.6
4.3
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
PIPR
Mediana de Pares
Net Profit Margin (Margem de Lucro Líquido)
14.8%
14.2%
ROA
11.6%
3.0%
ROE
21.6%
20.2%
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
PIPR
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
PIPR
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
24.3%
—
Revenue CAGR 3Y (CAGR Receita 3A)
9.9%
—
Revenue CAGR 5Y (CAGR Receita 5A)
8.7%
—
EPS YoY
54.5%
—
Net Income YoY (Lucro Líquido Ano a Ano)
55.3%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
PIPR
Mediana de Pares
Payout Ratio (Índice de Pagamento)
40.6%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
2.3%
Índice de Pagamento
40.6%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 29 de Maio de 2026 | $0,2000 |
| 3 de Março de 2026 | $1,4250 |
| 25 de Novembro de 2025 | $0,1750 |
| 29 de Agosto de 2025 | $0,1750 |
| 30 de Maio de 2025 | $0,1625 |
| 4 de Março de 2025 | $0,9125 |
| 22 de Novembro de 2024 | $0,1625 |
| 29 de Agosto de 2024 | $0,1625 |
| 23 de Maio de 2024 | $0,1500 |
| 1 de Março de 2024 | $0,4000 |
| 20 de Novembro de 2023 | $0,1500 |
| 24 de Agosto de 2023 | $0,1500 |
| 25 de Maio de 2023 | $0,1500 |
| 2 de Março de 2023 | $0,4625 |
| 22 de Novembro de 2022 | $0,1500 |
| 25 de Agosto de 2022 | $0,1500 |
| 26 de Maio de 2022 | $0,1500 |
| 1 de Março de 2022 | $1,2750 |
| 22 de Novembro de 2021 | $0,8875 |
| 26 de Agosto de 2021 | $0,1375 |
PIPR Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
11 analistas
- Compra forte 3 27,3%
- Compra 5 45,5%
- Manter 2 18,2%
- Venda 1 9,1%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
4 analistas · 2026-08-19
Mediana
$87.25
← Abaixo de todos os alvos
$74.03
Mín
$81.00
Máx
$93.00
Alvo mediano
$87.25
+17,9%
Alvo médio
$87.12
+17,7%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.22%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $1.04 | $0.88 | 0.16% |
| 31 de Março de 2026 | $1.00 | $0.95 | 0.05% |
| 31 de Dezembro de 2025 | $1.72 | $1.22 | 0.50% |
| 30 de Setembro de 2025 | $0.95 | $0.82 | 0.14% |
| 30 de Junho de 2025 | $0.74 | $0.57 | 0.17% |
| 31 de Março de 2025 | $1.02 | $0.73 | 0.30% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| PIPR | $1.43B | 5.4 | 24.3% | 14.8% | 21.6% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
| HLI | — | 23.1 | 9.6% | 16.3% | 18.6% | — |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| MC | — | — | — | — | 51.4% | — |
| BGC | — | 28.8 | 30.0% | — | — | — |
| PJT | — | — | 14.8% | 10.5% | 72.7% | — |
| LAZ | — | 22.4 | 1.5% | 7.4% | 31.4% | — |
| BULL | — | — | — | — | — | — |
| LCLN | — | — | — | — | — | — |
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 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B | $1.25B | $846M | $758M | $844M | $770M | $696M | $673M | |
| Interest Income | $37M | $33M | $27M | $20M | $7M | $13M | $27M | $33M | $32M | $33M | $42M | $49M | |
| Pretax Income | $375M | $218M | $123M | $134M | $442M | $69M | $119M | $72M | $79M | $-31M | $86M | $110M | |
| Income Tax | $81M | $61M | $24M | $33M | $111M | $19M | $25M | $18M | $54M | $-17M | $28M | $36M | |
| Net Income | $281M | $181M | $85M | $111M | $279M | $41M | $112M | $57M | $-62M | $-22M | $52M | $63M | |
| EPS (Basic) | $16.89 | $11.44 | $5.72 | $7.92 | $19.52 | $2.94 | $7.90 | $3.78 | $-5.07 | $-1.73 | $3.34 | $3.88 | |
| EPS (Diluted) | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 | $2.72 | $7.69 | $3.72 | $-4.99 | $-1.73 | $3.34 | $3.87 | |
| Shares (Basic) | 16,658,000 | 15,838,000 | 14,958,000 | 13,982,000 | 14,265,000 | 13,781,000 | 13,555,000 | 13,234,000 | 12,807,000 | 12,674,000 | 14,368,000 | 14,971,000 | |
| Shares (Diluted) | 17,785,000 | 17,695,000 | 17,224,000 | 16,965,000 | 16,955,000 | 14,901,000 | 13,937,000 | 13,425,000 | 12,978,000 | 12,779,000 | 14,389,000 | 15,025,000 | |
| EBITDA | $17M | $17M | $18M | $16M | $13M | $11M | $9M | $8M | $7M | $6M | $5M | $5M |
Balanço Patrimonial 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $971M | $508M | $250M | $50M | $34M | $70M | $190M | $16M | |
| PP&E (Net) | $77M | $59M | $61M | $68M | $52M | $44M | $30M | $32M | $25M | $25M | $19M | $18M | |
| PP&E (Gross) | $167M | $166M | $152M | $144M | $129M | $119M | $96M | $91M | $81M | $84M | $71M | $65M | |
| Accum. Depreciation | $89M | $107M | $91M | $76M | $77M | $75M | $66M | $59M | $56M | $58M | $52M | $47M | |
| Goodwill | $319M | $312M | $302M | $301M | $228M | $228M | $88M | $82M | $82M | $196M | $218M | $212M | |
| Intangibles | $100M | $108M | $116M | $136M | $120M | $150M | $17M | $4M | $9M | $37M | $31M | $31M | |
| Total Assets | $2.59B | $2.26B | $2.14B | $2.18B | $2.57B | $2.00B | $1.63B | $1.35B | $2.02B | $2.13B | $2.14B | $2.62B | |
| Short-term Debt | $15M | $10M | $30M | $0 | · | $0 | $50M | $50M | $290M | $419M | $446M | $378M | |
| Total Liabilities | $1.01B | $840M | $842M | $928M | $1.34B | $1.07B | $822M | $615M | $1.28B | $1.31B | $1.31B | $1.65B | |
| Long-term Debt | · | · | $0 | $125M | $125M | $195M | $175M | · | · | · | · | · | |
| Total Debt | $15M | $10M | $30M | · | · | $0 | $50M | $50M | $290M | $419M | $446M | $378M | |
| Common Stock | $779.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | |
| Retained Earnings | $729M | $562M | $454M | $453M | $450M | $271M | $259M | $183M | $176M | $257M | $279M | $227M | |
| Treasury Stock | $319M | $315M | $356M | $442M | $313M | $289M | $284M | $300M | $274M | $284M | $248M | $143M | |
| AOCI | $3M | $-1M | $-894.0K | $-2M | $-964.0K | $-197.0K | $-872.0K | $-1M | $-1M | $-3M | $-189.0K | $377.0K | |
| Stockholders' Equity | $1.37B | $1.23B | $1.09B | $1.05B | $1.06B | $829M | $731M | $677M | $693M | $759M | $784M | $820M | |
| Liabilities + Equity | $2.59B | $2.26B | $2.14B | $2.18B | $2.57B | $2.00B | $1.63B | $1.35B | $2.02B | $2.13B | $2.14B | $2.62B | |
| Shares Outstanding | 67,483,432 | 16,111,723 | 15,200,149 | 13,673,064 | 14,129,519 | 13,776,025 | 13,717,315 | 12,995,397 | 12,911,149 | 12,391,970 | 13,311,016 | 15,265,420 |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $18M | $16M | $13M | $11M | $9M | $8M | $7M | $6M | $5M | $5M | |
| Stock-based Comp | $124M | $103M | $94M | $131M | $171M | $122M | $32M | $44M | $40M | $56M | $49M | $29M | |
| Deferred Tax | $5M | $17M | $14M | $-33M | $-54M | $-39M | $25M | $-3M | $18M | $-31M | $-13M | $-10M | |
| Amort. of Intangibles | $10M | $10M | $19M | $15M | $30M | $45M | $4M | $5M | $10M | $21M | $8M | $9M | |
| Restructuring | $5M | $-42.0K | $8M | $6M | $4M | $6M | $7M | $3M | $0 | $9M | $9M | · | |
| Other Non-cash | $159M | $-5M | $65M | $-449M | $298M | $646M | $-110M | $399M | $250M | $39M | $287M | $-138M | |
| Operating Cash Flow | $587M | $313M | $276M | $-225M | $707M | $780M | $68M | $510M | $203M | $-3M | $380M | $-50M | |
| Investing Cash Flow | $-44M | $-32M | $-10M | $-127M | $-21M | $-435M | $27M | $-16M | $-8M | $-84M | $-16M | $-5M | |
| Debt Issued | · | · | · | · | $0 | $0 | $175M | $0 | · | · | · | · | |
| Net Debt Issued | $0 | $0 | $-125M | $0 | $-70M | $0 | · | · | · | · | · | · | |
| Stock Repurchased | $125M | $66M | $71M | $187M | $70M | $22M | $51M | $71M | $25M | $71M | $133M | $11M | |
| Net Stock Activity | $-125M | $-66M | $-71M | $-187M | $-70M | $-22M | $-51M | $-71M | $-25M | $-71M | $-133M | $-11M | |
| Dividends Paid | $114M | $74M | $84M | $108M | $99M | $28M | $36M | $47M | $19M | $0 | $0 | · | |
| Financing Cash Flow | $-219M | $-181M | $-250M | $-250M | $-223M | $-88M | $105M | $-477M | $-233M | $-112M | $-189M | $-52M | |
| Net Change in Cash | $327M | $100M | $17M | $-605M | $463M | $258M | $200M | $17M | $-8M | $-149M | $174M | $-108M | |
| Taxes Paid | $41M | $11M | $19M | $85M | $166M | $29M | $10M | $17M | $32M | $27M | $32M | $59M |
Lucratividade 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 14.8% | 11.8% | 6.3% | 7.7% | 13.6% | 3.2% | 13.2% | 7.1% | -6.9% | -2.9% | 7.5% | 9.4% | |
| Pretax Margin | 19.7% | 14.3% | 9.0% | 9.4% | 21.6% | 5.5% | 14.1% | 9.3% | -3.3% | -4.0% | 12.4% | 16.4% | |
| EBITDA Margin | 0.91% | 1.1% | 1.3% | 1.1% | 0.62% | 0.85% | 1.1% | 1.1% | 0.82% | 0.83% | 0.73% | 0.79% | |
| ROA | 11.6% | 8.2% | 4.0% | 4.7% | 12.2% | 2.2% | 7.5% | 3.4% | -3.0% | -1.0% | 2.2% | 2.6% | |
| ROE | 21.6% | 15.7% | 8.0% | 10.5% | 29.4% | 5.2% | 15.9% | 8.3% | -8.5% | -2.9% | 6.5% | 8.1% |
Liquidez e Solvência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | · | · | 0.0 | 0.1 | 0.1 | 0.4 | 0.6 | 0.6 | 0.5 |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | 0.6 | 0.6 | 0.9 | 0.7 | 0.6 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.3% | 12.8% | -5.4% | -29.7% | 63.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.9% | -9.1% | 2.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.5% | 106.5% | -23.9% | -60.3% | 504.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 34.4% | -14.6% | 22.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 42.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 55.3% | 111.9% | -22.8% | -60.3% | 587.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 36.5% | -13.4% | 28.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 47.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 32.3% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 15
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B | $1.25B | $846M | $758M | $844M | $770M | $696M | $673M | |
| Net Income TTM | $281M | $181M | $85M | $111M | $279M | $41M | $112M | $57M | $-62M | $-22M | $52M | $63M | |
| Market Cap | $1.43B | $1.21B | $665M | $445M | $631M | $348M | $274M | $214M | $278M | $225M | $134M | $222M | |
| Enterprise Value | · | · | · | · | · | $-160M | $74M | · | $535M | $602M | $391M | $584M | |
| P/E | 5.4 | 7.3 | 8.8 | 5.0 | 2.7 | 9.3 | 2.6 | 4.4 | -4.3 | -10.5 | 3.0 | 3.8 | |
| P/S | 0.8 | 0.8 | 0.5 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | |
| P/B | 1.0 | 1.0 | 0.6 | 0.4 | 0.6 | 0.4 | 0.4 | 0.3 | 0.4 | 0.3 | 0.2 | 0.3 | |
| P / Tangible Book | 1.5 | 1.5 | 1.0 | 0.7 | 0.9 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | 2.4 | 3.9 | 2.4 | -2.0 | 0.9 | 0.4 | 4.0 | 0.4 | 1.2 | 4.6 | 0.4 | -4.4 | |
| EV / EBITDA | · | · | · | · | · | -15.0 | 8.0 | · | 73.2 | 94.1 | 76.6 | 110.1 | |
| EV / Revenue | · | · | · | · | · | -0.1 | 0.1 | · | 0.6 | 0.8 | 0.6 | 0.9 | |
| Dividend Yield | 8.0% | 6.1% | 12.7% | 24.2% | 15.8% | 8.1% | 13.0% | 22.1% | 6.8% | 0.00% | 0.00% | · | |
| Earnings Yield | 18.6% | 13.7% | 11.3% | 20.0% | 36.8% | 10.8% | 38.5% | 22.6% | -23.1% | -9.5% | 33.1% | 26.7% | |
| Payout Ratio | 40.6% | 40.7% | 98.8% | 97.2% | 35.7% | 69.5% | 31.9% | 82.7% | -30.6% | · | · | · | |
| Annual Payout | $114M | $74M | $84M | $108M | $99M | $28M | $36M | $47M | $19M | $0 | $0 | · |
Demonstração de Resultados 9
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $496M | $475M | $667M | $480M | $399M | $359M | $485M | $361M | $341M | $344M | $474M | $292M | $291M | $301M | $393M | $334M | |
| Interest Income | $9M | $12M | $10M | $9M | $8M | $10M | $10M | $8M | $7M | $8M | $7M | $7M | $4M | $9M | $7M | $5M | |
| Pretax Income | $100M | $88M | $189M | $107M | $49M | $29M | $82M | $56M | $28M | $52M | $86M | $-3M | $14M | $26M | $43M | $19M | |
| Income Tax | $30M | $20M | $46M | $25M | $17M | $-7M | $30M | $15M | $13M | $3M | $21M | $10M | $-250.0K | $-8M | $5M | $8M | |
| Net Income | $68M | $65M | $114M | $60M | $42M | $65M | $69M | $35M | $35M | $42M | $52M | $4M | $4M | $26M | $38M | $15M | |
| EPS (Basic) | $1.00 | $0.96 | $6.77 | $3.61 | $0.63 | $0.99 | $4.30 | $2.19 | $2.19 | $2.74 | $3.43 | $0.26 | $0.26 | $1.77 | $2.81 | $1.05 | |
| EPS (Diluted) | $0.95 | $0.92 | $6.40 | $3.38 | $0.59 | $0.91 | $3.86 | $1.96 | $1.97 | $2.43 | $3.02 | $0.22 | $0.23 | $1.49 | $2.27 | $0.87 | |
| Shares (Basic) | 67,698,000 | 67,841,000 | 16,829,000 | 16,716,000 | 66,812,000 | 65,513,000 | 16,052,000 | 15,921,000 | 15,879,000 | 15,499,000 | -29,720,000 | 15,105,000 | 15,066,000 | 14,507,000 | -28,292,000 | 13,775,000 | |
| Shares (Diluted) | 71,241,000 | 71,235,000 | 17,813,000 | 17,808,000 | 70,903,000 | 71,150,000 | 17,870,000 | 17,769,000 | 17,633,000 | 17,504,000 | -34,298,000 | 17,256,000 | 17,084,000 | 17,182,000 | -33,982,000 | 16,733,000 |
Balanço Patrimonial 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $78M | $75M | $77M | $78M | $77M | $67M | $59M | $56M | $57M | $58M | · | $63M | $64M | $66M | · | $65M | |
| PP&E (Gross) | · | · | $167M | · | · | · | $166M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $98M | $94M | $89M | $89M | $115M | $111M | $107M | $104M | $100M | $96M | · | $89M | $84M | $80M | · | $85M | |
| Goodwill | $319M | $319M | $319M | $319M | $312M | $312M | $312M | $310M | $302M | $302M | $302M | $302M | $302M | $302M | $301M | $244M | |
| Intangibles | $97M | $99M | $100M | $103M | $103M | $105M | $108M | $110M | $111M | $114M | $116M | $121M | $126M | $131M | $136M | $131M | |
| Total Assets | $2.33B | $2.13B | $2.59B | $2.22B | $1.96B | $1.82B | $2.26B | $2.03B | $1.92B | $1.82B | · | $1.97B | $1.94B | $1.80B | · | $2.04B | |
| Short-term Debt | $15M | $15M | $15M | $15M | $15M | $15M | $10M | $20M | $0 | $0 | · | · | · | · | · | · | |
| Total Liabilities | $759M | $572M | $1.01B | $757M | $560M | $442M | $840M | $670M | $579M | $497M | · | $747M | $682M | $564M | · | $849M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $125M | $125M | $125M | · | $125M | |
| Total Debt | $15M | $15M | · | $15M | $15M | $15M | · | $20M | $0 | $0 | · | · | · | · | · | · | |
| Common Stock | $779.0K | $779.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | · | $195.0K | $195.0K | $195.0K | · | $195.0K | |
| Retained Earnings | $734M | $681M | $729M | $630M | $581M | $556M | $562M | $505M | $481M | $461M | · | $413M | $419M | $428M | · | $424M | |
| Treasury Stock | $375M | $346M | $319M | $322M | $323M | $331M | $315M | $325M | $327M | $347M | · | $361M | $363M | $381M | · | $442M | |
| AOCI | $2M | $2M | $3M | $2M | $4M | $-43.0K | $-1M | $2M | $-792.0K | $-850.0K | · | $-2M | $-765.0K | $-2M | · | $-4M | |
| Stockholders' Equity | $1.37B | $1.34B | $1.37B | $1.28B | $1.23B | $1.21B | $1.23B | $1.17B | $1.13B | $1.10B | · | $1.03B | $1.03B | $1.04B | · | $1.00B | |
| Liabilities + Equity | $2.33B | $2.13B | $2.59B | $2.22B | $1.96B | $1.82B | $2.26B | $2.03B | $1.92B | $1.82B | · | $1.97B | $1.94B | $1.80B | · | $2.04B | |
| Shares Outstanding | 67,549,449 | 67,857,561 | 16,870,858 | 16,730,222 | 16,697,576 | 16,516,030 | 16,111,723 | 15,942,770 | 15,902,131 | 15,642,422 | · | 15,122,192 | 15,078,165 | 14,833,127 | · | 13,659,396 |
Fluxo de Caixa 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $29M | $28M | $48M | $23M | $21M | $31M | $32M | $21M | $24M | $27M | $31M | $22M | $14M | $28M | $39M | $32M | |
| Amort. of Intangibles | $2M | $2M | $4M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $5M | $5M | $5M | $5M | $5M | $4M | |
| Restructuring | · | · | $0 | $-85.0K | $5M | · | $0 | $255.0K | $-297.0K | · | $4M | $0 | $4M | · | $185.0K | $5M | |
| Operating Cash Flow | $36M | $-292M | $730M | $32M | $32M | $-207M | $164M | $80M | $266M | $-197M | $423M | $27M | $27M | $-202M | $161M | $65M | |
| Investing Cash Flow | $-8M | $-3M | $-3M | $-15M | $-14M | $-11M | $-8M | $-19M | $-3M | $-1M | $-2M | $-4M | $-3M | $-2M | $-70M | $-10M | |
| Stock Repurchased | $31M | $70M | $20M | $4M | $21M | $81M | $6M | $2M | $5M | $52M | $3M | $4M | $3M | $61M | $2M | $22M | |
| Net Stock Activity | · | $-70M | · | · | · | $-81M | · | · | · | $-52M | · | · | · | $-61M | · | · | |
| Dividends Paid | $14M | $101M | $15M | $12M | $17M | $70M | $13M | $11M | $15M | $36M | $10M | $10M | $13M | $51M | $9M | $9M | |
| Financing Cash Flow | $-68M | $-169M | $-31M | $-25M | $-23M | $-140M | $-19M | $-35M | $-12M | $-114M | $-91M | $-38M | $-4M | $-117M | $-2M | $-16M | |
| Net Change in Cash | $-40M | $-465M | $695M | $-9M | $-3M | $-357M | $133M | $29M | $251M | $-313M | $331M | $-15M | $21M | $-320M | $91M | $37M | |
| Taxes Paid | · | · | $2M | $101.0K | $39M | $168.0K | $5M | $1M | $5M | $127.0K | $-2M | $1M | $19M | $737.0K | $25M | $15M |
Lucratividade 4
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 13.7% | 13.7% | · | 12.6% | 10.6% | 18.1% | · | 9.6% | 10.2% | 12.3% | · | 1.3% | 1.4% | 8.5% | · | 4.3% | |
| Pretax Margin | 20.2% | 18.5% | · | 22.4% | 12.3% | 8.2% | · | 15.4% | 8.3% | 15.2% | · | -1.2% | 4.9% | 8.6% | · | 5.7% | |
| ROA | 3.2% | 3.3% | · | 2.8% | 2.2% | 3.6% | · | 1.7% | 1.8% | 2.3% | · | 0.19% | 0.20% | 1.4% | · | 0.69% | |
| ROE | 5.2% | 5.1% | · | 4.9% | 3.6% | 5.6% | · | 3.2% | 3.2% | 4.0% | · | 0.38% | 0.39% | 2.5% | · | 1.5% |
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 | · | · | · | · | · | · |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | 0.2 |
Avaliação (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.12B | $2.02B | · | $1.72B | $1.60B | $1.55B | · | $1.52B | $1.45B | $1.40B | · | $1.28B | $1.32B | $1.38B | · | $1.69B | |
| Net Income TTM | $307M | $282M | · | $236M | $211M | $204M | · | $164M | $133M | $102M | · | $72M | $82M | $100M | · | $186M | |
| Market Cap | $4.89B | $5.19B | · | $1.45B | $1.16B | $1.02B | · | $1.13B | $915M | $776M | · | $549M | $487M | $514M | · | $358M | |
| P/E | 6.2 | 5.9 | · | 6.5 | 5.9 | 5.4 | · | 7.6 | 7.6 | 8.4 | · | 8.7 | 6.7 | 5.9 | · | 2.4 | |
| P/S | 2.3 | 2.6 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.4 | 0.4 | 0.4 | · | 0.2 | |
| P/B | 3.6 | 3.9 | · | 1.1 | 0.9 | 0.8 | · | 1.0 | 0.8 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | |
| P / Tangible Book | 5.1 | 5.6 | · | 1.7 | 1.4 | 1.3 | · | 1.5 | 1.3 | 1.1 | · | 0.9 | 0.8 | 0.9 | · | 0.6 | |
| P / Cash Flow | · | -17.8 | · | · | · | -4.9 | · | · | · | -3.9 | · | · | · | -2.5 | · | · | |
| Earnings Yield | 16.1% | 17.1% | · | 15.3% | 17.1% | 18.5% | · | 13.2% | 13.2% | 11.8% | · | 11.5% | 15.0% | 16.9% | · | 41.2% | |
| Payout Ratio | · | 154.4% | · | · | · | 108.2% | · | · | · | 83.9% | · | · | · | 198.4% | · | · |
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 | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B |
| Lucro líquido | $281M | $181M | $85M | $111M | $279M |
| EPS Diluído | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 |
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 | — | — |
Últimas notícias Notícias recentes mencionando esta empresa
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Investidores institucionais (13F) 32 declarantes · $714.7M 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 |
|---|---|---|---|---|
| 0 (-2 vs trimestre anterior) | 11 (-357 vs trimestre anterior) | 1 (-14 vs trimestre anterior) | 3 (+2 vs trimestre anterior) | -330K |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $675.249.720 | 1.987.724 | 94,48% | Ações |
| Mesirow Institutional Investment Management, Inc. | $10.905.582 | 36.358 | 1,53% | Ações |
| Nuveen Asset Management, LLC | $9.920.546 | 33.074 | 1,39% | Ações |
| EFG Asset Management (North America) Corp. | $4.329.807 | 12.464 | 0,61% | Ações |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3.843.497 | 53.131 | 0,54% | Ações |
| Orion Portfolio Solutions, LLC | $3.777.694 | 15.254 | 0,53% | Ações |
| WOLVERINE TRADING, LLC | $1.707.580 | 4.842 | 0,24% | Ações |
| Glenmede Investment Management, LP | $1.193.992 | 3.441 | 0,17% | Ações |
| Toroso Investments, LLC | $575.469 | 1.694 | 0,08% | Ações |
| Truepoint, Inc. | $562.299 | 7.773 | 0,08% | Ações |
| H D Vest Advisory Services | $509.487 | 1.833 | 0,07% | Ações |
| WOLVERINE TRADING, LLC | $423.192 | 1.200 | 0,06% | Opção de compra |
| CIBC WORLD MARKETS CORP | $393.384 | 1.158 | 0,06% | Ações |
| SCHULHOFF & CO INC | $392.950 | 5.432 | 0,05% | Ações |
| CIBC Private Wealth Group LLC | $270.999 | 781 | 0,04% | Ações |
| WOLVERINE TRADING, LLC | $246.862 | 700 | 0,03% | Opção de venda |
| FULLCIRCLE WEALTH LLC | $240.064 | 735 | 0,03% | Ações |
| Investors Research Corp | $107.170 | 1.400 | 0,01% | Ações |
| Greenwich Wealth Management LLC | $30.441 | 420.805 | 0,00% | Ações |
| PROEQUITIES, INC. | $16.939 | 55 | 0,00% | Ações |
| COMERICA BANK | $15.128 | 45 | 0,00% | Ações |
| FSA Wealth Management LLC | $14.227 | 41 | 0,00% | Ações |
| Cassady Schiller Wealth Management, LLC | $4.799 | 16 | 0,00% | Ações |
| Lindbrook Capital, LLC | $3.220 | 13 | 0,00% | Ações |
| West Oak Capital, LLC | $520 | 150 | 0,00% | Ações |
| Pineridge Advisors LLC | $351 | 1 | 0,00% | Ações |
| Parkworth Wealth Management, Inc. | $278 | 1 | 0,00% | Ações |
| SHELL ASSET MANAGEMENT CO | $273 | 787 | 0,00% | Ações |
| HUNTINGTON NATIONAL BANK | $73 | 1 | 0,00% | Ações |
| Harvest Fund Management Co., Ltd | $70 | 912 | 0,00% | Ações |
| Hemington Wealth Management | $12 | 37 | 0,00% | Ações |
| Motiv8 Investments LLC | $2 | 6 | 0,00% | Ações |
Executivos da empresa 54 insiders · 1 diretores · 7 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Benjamin T May | Head of Fixed Income Services | 15 de Maio de 2008 A | 37.967 | 0 | 0 | $0 |
| Ann C Gallo | Conselheiro | 30 de Junho de 2026 A | 8.071 | 0 | 0 | $0 |
| Brian R Sterling | Conselheiro | 30 de Junho de 2026 A | 104.910 | 0 | 0 | $0 |
| Philip Soran | Conselheiro | 30 de Junho de 2026 A | 81.633 | 0 | 1 | $-189.596 |
| Robbin Mitchell | Conselheiro | 12 de Junho de 2026 A | 15.755 | 0 | 0 | $0 |
| Scott C Taylor | Conselheiro | 12 de Junho de 2026 A | 68.014 | 0 | 0 | $0 |
| Victoria M Holt | Conselheiro | 12 de Junho de 2026 A | 31.863 | 0 | 0 | $0 |
| Stuart Essig | Conselheiro | 20 de Maio de 2026 A | 2.575 | 0 | 0 | $0 |
| Thomas S Schreier JR | — | 20 de Maio de 2026 A | 32.479 | 0 | 0 | $0 |
| Jean-Paul M Peltier | — | 26 de Fevereiro de 2026 F | 37.587 | 0 | 0 | $0 |
| Jonathan J Doyle | — | 4 de Agosto de 2025 S | 132.910 | 0 | 0 | $0 |
| Sherry M Smith | — | 13 de Junho de 2025 A | 10.831 | 0 | 0 | $0 |
| William R Fitzgerald | — | 13 de Junho de 2025 A | 25.517 | 0 | 0 | $0 |
| James P Baker | — | 16 de Maio de 2025 P | 59.867 | 0 | 0 | $0 |
| Michael R Dillahunt | — | 27 de Fevereiro de 2025 F | 19.487 | 0 | 0 | $0 |
| John W Geelan | — | 27 de Fevereiro de 2025 F | 14.645 | 0 | 0 | $0 |
| Chad R Abraham | — | 27 de Fevereiro de 2025 F | 53.558 | 0 | 0 | $0 |
| Debbra L. Schoneman | — | 27 de Fevereiro de 2025 F | 7.774 | 0 | 0 | $0 |
| Katherine Patricia Clune | — | 16 de Fevereiro de 2025 F | 13.256 | 0 | 0 | $0 |
| Timothy L Carter | — | 24 de Fevereiro de 2023 F | 18.688 | 0 | 0 | $0 |
| Addison L Piper | — | 12 de Março de 2021 A | 31.542 | 0 | 0 | $0 |
| Scott R Larue | — | 25 de Fevereiro de 2021 G | 51.732 | 0 | 0 | $0 |
| Kristine B Johnson | — | 13 de Dezembro de 2019 A | 11.794 | 0 | 0 | $0 |
| Andrew S Duff | — | 16 de Fevereiro de 2019 F | 185.485 | 0 | 0 | $0 |
| Michele Volpi | — | 17 de Maio de 2018 F | 12.342 | 0 | 0 | $0 |
| Francis E Fairman IV | — | 2 de Fevereiro de 2018 S | 47.469 | 0 | 0 | $0 |
| Christopher D Crawshaw | — | 4 de Agosto de 2017 S | 26.583 | 0 | 0 | $0 |
| Thomas Gregory Smith | — | 31 de Julho de 2017 S | 15.279 | 0 | 0 | $0 |
| Martin Bradley Winges | — | 28 de Julho de 2017 S | 46.133 | 0 | 0 | $0 |
| Christine N Esckilsen | — | 22 de Maio de 2017 M | 8.425 | 0 | 0 | $0 |
| Jeffrey P Klinefelter | — | 22 de Maio de 2017 M | 54.759 | 0 | 0 | $0 |
| Michael E Frazier | — | 11 de Maio de 2017 A | 161.639 | 0 | 0 | $0 |
| Stuart C. Harvey JR | — | 8 de Novembro de 2016 P | 4.000 | 0 | 0 | $0 |
| Lisa Polsky | — | 13 de Maio de 2015 A | 14.254 | 0 | 0 | $0 |
| Michael Francis | — | 30 de Janeiro de 2014 M | 12.751 | 0 | 0 | $0 |
| Hope B Woodhouse | — | 8 de Maio de 2013 A | 8.613 | 0 | 0 | $0 |
| Brien M O'Brien | — | 27 de Fevereiro de 2013 S | 116.616 | 0 | 0 | $0 |
| Ronald T Firebaugh | — | 15 de Maio de 2012 A | 41.000 | 0 | 0 | $0 |
| Robert W Peterson | — | 15 de Maio de 2012 A | 102.760 | 0 | 0 | $0 |
| Jean M Taylor | — | 9 de Maio de 2012 A | 9.483 | 0 | 0 | $0 |
| Frank L Sims | — | 9 de Maio de 2012 A | 17.483 | 0 | 0 | $0 |
| James L Chosy | — | 1 de Março de 2012 G | 3.827 | 0 | 0 | $0 |
| Thomas P Schnettler | — | 15 de Fevereiro de 2011 A | 167.249 | 0 | 0 | $0 |
| David I Wilson | — | 15 de Maio de 2010 F | 37.087 | 0 | 0 | $0 |
| Virginia Gambale | — | 5 de Maio de 2010 A | 3.033 | 0 | 0 | $0 |
| Alex Po-Ming Ko | — | 16 de Fevereiro de 2010 A | 6.828 | 0 | 0 | $0 |
| Jon W Salveson | — | 16 de Fevereiro de 2010 A | 125.444 | 0 | 0 | $0 |
| Samuel L Kaplan | — | 7 de Maio de 2009 A | 3.000 | 0 | 0 | $0 |
| Richard A Zona | — | 2 de Maio de 2006 A | 2.589 | 0 | 0 | $0 |
| Sandra G Sponem | — | 21 de Fevereiro de 2006 A | 12.060 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 34 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 |
|---|---|---|---|---|
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1,29% | 55.400 SH | 8 de Agosto de 2026 | Diário |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1,09% | 3.994 SH | 8 de Agosto de 2026 | Diário |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,90% | 34.635 SH | 8 de Agosto de 2026 | Diário |
| IAI · iShares Trust | 0,45% | 81.917 SH | 8 de Agosto de 2026 | Diário |
| IWO · iShares Trust | 0,33% | 647.155 SH | 8 de Agosto de 2026 | Diário |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,32% | 11.077 SH | 8 de Agosto de 2026 | Diário |
| XJR · iShares Trust | 0,31% | 7.985 SH | 8 de Agosto de 2026 | Diário |
| IJT · iShares Trust | 0,30% | 338.817 SH | 8 de Agosto de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,30% | 75.680 SH | 8 de Agosto de 2026 | Diário |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,29% | 43.436 SH | 8 de Agosto de 2026 | Diário |
| IJR · iShares Trust | 0,27% | 4.121.211 SH | 8 de Agosto de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,26% | 236.298 SH | 8 de Agosto de 2026 | Diário |
| IJS · iShares Trust | 0,25% | 276.716 SH | 8 de Agosto de 2026 | Diário |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,24% | 65.961 SH | 8 de Agosto de 2026 | Diário |
| SMLF · iShares Trust | 0,21% | 121.248 SH | 8 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,17% | 67.232 SH | 8 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,17% | 1.809.864 SH | 8 de Agosto de 2026 | Diário |
| ISCG · iShares Trust | 0,16% | 21.245 SH | 8 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,15% | 406.766 SH | 8 de Agosto de 2026 | Diário |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,12% | 34.320 SH | 8 de Agosto de 2026 | Diário |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 982.508 SH | 8 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,09% | 36.218 SH | 8 de Agosto de 2026 | Diário |
| ISCB · iShares Trust | 0,08% | 2.996 SH | 8 de Agosto de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 775.925 SH | 8 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,06% | 1.548.396 SH | 8 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,06% | 113.259 SH | 8 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,05% | 4.304 SH | 8 de Agosto de 2026 | Diário |
| VYM · VANGUARD WHITEHALL FUNDS | 0,02% | 276.833 SH | 8 de Agosto de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2.139.588 SH | 8 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5.724 SH | 8 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,01% | 15.538 SH | 8 de Agosto de 2026 | Diário |
| ITOT · iShares Trust | 0,01% | 88.780 SH | 8 de Agosto de 2026 | Diário |
| IWV · iShares Trust | 0,01% | 18.112 SH | 8 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 53.553 SH | 8 de Agosto de 2026 | Diário |