SAH Sonic Automotive, Inc. Common Stock
$80,10
Preço · Ago 18, 2026
Fundamentais a partir de Jul 30, 2026
Intervalo 52 Semanas
$54–$114
44% of range
Classificação do Analista
HOLD
17 analysts
Preço-Alvo
$99
+24% upside
P/E (TTM)
18.1
ROE
11.3%
Margem de Lucro Líquido
0.78%
Sobre Sonic Automotive, Inc. Common Stock Visão geral da empresa da Wikipedia
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
Ler mais
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
Sonic Automotive operates in 24 states with more than 100 dealerships representing over 25 different brands of automobiles. The dealerships market new and used cars, replacement parts and vehicle maintenance, as well as collision repair services.
History
Sonic Automotive was launched as a public company in November 1997 by O Bruton Smith. At the time, the company had 20 stores, representing 15 brands and several hundred employees. The Smith family holds over 30% of the total shares outstanding but has over 80% of the voting power because of a dual-class structure with Super-voting stock.
Sonic ranked 300th on the 2022 Fortune 500 list. The company also is a member of the Russell 2000 Index.
EchoPark Automotive
Sonic Automotive owns EchoPark Automotive, a used car dealership chain also based in Charlotte. EchoPark allows customers to look up competitors' prices on mobile devices located throughout the stores.
The first EchoPark location opened in the Thornton area of Denver, Colorado in 2014. A location in Centennial was later opened along with a store in Colorado Springs. In September 2017, EchoPark purchased driversselect, a Dallas area dealership, which is now part of the EchoPark brand. EchoPark Automotive operates in 21 states across the United States with over 40 locations as of September 2021.
EchoPark facilities are constructed with sustainable building technologies and some locations are LEED certified.
Sales and acquisitions
In 2001, Sonic made its entrance into the Oklahoma City market with the purchase of Boyd Chevrolet and Steve Bailey Honda.
In 2002, Sonic acquired the sixteen-location Michigan-based Don Massey Dealerships. This brought the company to 134 total locations, making it the second-largest automotive retailer at the time. The acquisition also brought Sonic to 23 total Cadillac dealerships, representing between 5-7% of the brand's total revenue.
In July 2003, Sonic agreed to purchase eighteen dealerships, including the Momentum Automotive Group in Houston, Texas. Sonic's presence in the Houston area had traditionally been with domestic brands, but the acquisition of Momentum added BMW, Jaguar, and Audi brands to the companies portfolio. This sale also represented the first direct acquisition of a Saturn franchise by a retail automotive group, with the purchase of two Bay Area Saturn stores.
Sonic purchased two dealerships from PPE Houston in January 2007. The acquisition of the Land Rover and Jaguar stores brought Sonic to 173 franchises and 37 collision repair centers.
Sonic halted its acquisition strategy during the Great Recession but returned to acquiring new locations in order to drive growth in 2013.
In November 2014, Sonic traded one of its Don Massey Cadillac locations in Lone Tree, CO, to the Denver-based John Elway Automotive Group in exchange for the John Elway Chevrolet location and the associated real estate. The trade came about as a way for the brand to acquire a strong-performing Chevrolet franchise, as well as a plot of land beside the dealership on which the new Murray Imports BMW location could be built.
Sonic purchased the four AutoMatch USA used car locations in Florida and Georgia in 2016. These locations were re-branded under Sonic's EchoPark brand.
In October 2017, Sonic sold its Capitol Chevrolet & Hyundai franchise in Columbia, SC to the Stivers Automotive Group.
In May 2018, Sonic sold its Lone Star Ford franchise in Houston, TX to the Doggett Auto Group. The store was renamed Doggett Ford and moved into a new facility alongside Doggett's John Deere equipment dealership.
Sonic sold two dealerships to Graham Holdings in February 2019. The Lexus of Rockville store was renamed Ourisman Lexus of Rockville, as Graham has partnered with Chris Ourisman, president of the Ourisman Auto Group, to manage the locations. The Honda location in Vienna, Virginia, has been renamed Ourisman Honda of Tysons Corner.
In December 2021, Sonic acquired RFJ Auto Partners, a top 15 dealership group with approximately $3.2 billion in total annual revenues, adding 33 locations in six states to the Sonic Automotive portfolio.
Sonic acquired two franchises throughout 2022, the first being Sun Chevrolet in Chittenango, New York coming in January, and the second, Audi Owings Mills coming aboard in August.
In February 2023, Sonic Automotive acquired the Black Hills Harley-Davidson franchise in Rapid City, South Dakota, home of the Sturgis Motorcycle Rally. The Audi of New Orleans dealership was added to the Sonic portfolio in December of 2024.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
SAH Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$80.09
Capitalização de Mercado
—
P/E (TTM)
18.1
EPS (TTM)
$3.42
Receita (TTM)
$15.15B
Rendimento div.
—
ROE
11.3%
Dívida/Capital
1.5
Intervalo 52 Semanas
$54 – $114
SAH 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
$15.15B
2017-12-31
→
2025-12-31
EPS
$3.42
2017-12-31
→
2025-12-31
Fluxo de caixa livre
$717M
2017-12-31
→
2025-12-31
Margens
0.78%
2017-12-31
→
2025-12-31
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
SAH
Mediana de Pares
P/E (TTM)
18.1
25.6
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
SAH
Mediana de Pares
Gross Margin (Margem Bruta)
15.7%
19.7%
Operating Margin (Margem Operacional)
2.4%
—
Net Profit Margin (Margem de Lucro Líquido)
0.78%
-1.3%
ROA
2.0%
-1.4%
ROE
11.3%
-17.2%
ROIC
18.0%
—
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
SAH
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
1.5
291.9
Current Ratio (Índice de liquidez corrente)
1.1
1.1
Quick Ratio (Índice de Liquidez Seca)
0.2
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
SAH
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
6.5%
—
Revenue CAGR 3Y (CAGR Receita 3A)
2.7%
—
Revenue CAGR 5Y (CAGR Receita 5A)
9.2%
—
EPS YoY
-44.7%
—
Net Income YoY (Lucro Líquido Ano a Ano)
-45.1%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
SAH
Mediana de Pares
Payout Ratio (Índice de Pagamento)
-41.1%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
—
Índice de Pagamento
-41.1%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 15 de Junho de 2026 | $0,4100 |
| 13 de Março de 2026 | $0,3800 |
| 15 de Dezembro de 2025 | $0,3800 |
| 15 de Setembro de 2025 | $0,3800 |
| 13 de Junho de 2025 | $0,3500 |
| 14 de Março de 2025 | $0,3500 |
| 13 de Dezembro de 2024 | $0,3500 |
| 13 de Setembro de 2024 | $0,3000 |
| 14 de Junho de 2024 | $0,3000 |
| 14 de Março de 2024 | $0,3000 |
| 14 de Dezembro de 2023 | $0,3000 |
| 14 de Setembro de 2023 | $0,2900 |
| 14 de Junho de 2023 | $0,2900 |
| 14 de Março de 2023 | $0,2800 |
| 14 de Dezembro de 2022 | $0,2800 |
| 14 de Setembro de 2022 | $0,2500 |
| 14 de Junho de 2022 | $0,2500 |
| 14 de Março de 2022 | $0,2500 |
| 14 de Dezembro de 2021 | $0,1200 |
| 14 de Setembro de 2021 | $0,1200 |
SAH Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
17 analistas
- Compra forte 4 23,5%
- Compra 5 29,4%
- Manter 7 41,2%
- Venda 1 5,9%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
11 analistas · 2026-08-15
Mediana
$98.00
Agora
$80.09
Mín
$72.00
Máx
$139.00
Alvo mediano
$98.00
+22,4%
Alvo médio
$99.00
+23,6%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Taxa de Beats
75.0%
Surpresa Média
0.08%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $1.82 | $1.76 | 0.06% |
| 31 de Março de 2026 | $1.61 | $1.41 | 0.21% |
| 31 de Dezembro de 2025 | $1.52 | $1.51 | 0.01% |
| 30 de Setembro de 2025 | $1.41 | $1.74 | -0.33% |
| 30 de Junho de 2025 | $2.19 | $1.64 | 0.55% |
| 31 de Março de 2025 | $1.48 | $1.46 | 0.02% |
| 30 de Junho de 2000 | $0.58 | $0.48 | 0.10% |
| 31 de Março de 2000 | $0.39 | $0.33 | 0.06% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| SAH | — | 18.1 | 6.5% | 0.78% | 11.3% | 15.7% |
| AN | $7.27B | 12.1 | 3.2% | 2.4% | 27.0% | 17.9% |
| VVV | $4.56B | 21.9 | 5.6% | 12.3% | 71.8% | 38.5% |
| ABG | — | 9.3 | 4.7% | 2.7% | 12.8% | 17.1% |
| AAP | $2.33B | 53.3 | -5.4% | 0.51% | 2.0% | 43.4% |
| GPI | $9.81B | 15.6 | 13.2% | 1.4% | 11.0% | 16.1% |
| APC | — | — | — | — | — | — |
| CWH | — | 1.7 | 4.4% | -1.4% | -32.4% | — |
| ARKO | $503M | 30.3 | -12.5% | 0.30% | 8.4% | — |
| EVGO | — | — | — | — | — | — |
| MNRO | $621M | 515.7 | -3.2% | 0.19% | 0.36% | 35.0% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 15
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.15B | $14.22B | $14.37B | $14.00B | $12.40B | $9.77B | $10.45B | $9.95B | $9.87B | $9.73B | $9.62B | $9.20B | |
| Cost of Revenue | $12.77B | $12.03B | $12.13B | $11.68B | $10.48B | $8.34B | $8.93B | $8.51B | $8.41B | $8.30B | $8.21B | $7.83B | |
| Gross Profit | $2.38B | $2.19B | $2.25B | $2.32B | $1.91B | $1.42B | $1.52B | $1.45B | $1.46B | $1.43B | $1.41B | $1.37B | |
| SG&A Expense | $1.68B | $1.58B | $1.60B | $1.56B | $1.27B | $1.03B | $1.10B | $1.15B | $1.15B | $1.11B | $1.11B | $1.07B | |
| Operating Income | $368M | $462M | $424M | $314M | $538M | $34M | $308M | $178M | $212M | $233M | $217M | $234M | |
| Interest Expense | · | · | · | · | · | · | · | $500.0K | $600.0K | $1M | $1M | $2M | |
| Other Non-op | $100.0K | $-500.0K | $100.0K | $200.0K | $-16M | $100.0K | $-7M | $106.0K | $-15M | $125.0K | $99.0K | $97.0K | |
| Pretax Income | $173M | $256M | $242M | $190M | $458M | $-35M | $200M | $75M | $108M | $155M | $145M | $162M | |
| Income Tax | $-54M | $40M | $64M | $102M | $109M | $16M | $55M | $23M | $14M | $61M | $57M | $63M | |
| Net Income | $119M | $216M | $178M | $88M | $349M | $-51M | $144M | $52M | $93M | $93M | $86M | $97M | |
| EPS (Basic) | $3.49 | $6.34 | $5.09 | $2.29 | $8.43 | $-1.21 | $3.35 | $1.21 | $2.11 | $2.04 | $1.71 | $1.86 | |
| EPS (Diluted) | $3.42 | $6.18 | $4.97 | $2.23 | $8.06 | $-1.21 | $3.30 | $1.20 | $2.09 | $2.03 | $1.70 | $1.84 | |
| Shares (Basic) | 34,000,000 | 34,100,000 | 35,000,000 | 38,700,000 | 41,400,000 | 42,500,000 | 43,016,000 | 42,708,000 | 43,997,000 | 45,637,000 | 50,489,000 | 52,065,000 | |
| Shares (Diluted) | 34,700,000 | 35,000,000 | 35,900,000 | 39,700,000 | 43,300,000 | 42,500,000 | 43,710,000 | 42,950,000 | 44,358,000 | 45,948,000 | 50,883,000 | 52,563,000 | |
| EBITDA | $368M | $462M | $424M | $314M | $538M | $34M | $308M | $178M | $212M | $233M | $217M | $234M |
Balanço Patrimonial 24
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $44M | $29M | $229M | $299M | $170M | $29M | $6M | $6M | $3M | $4M | $4M | |
| Receivables | $469M | $496M | $528M | $462M | $401M | $372M | $433M | $438M | $482M | $430M | $379M | $372M | |
| Inventory | $2.01B | $1.96B | $1.58B | $1.22B | $1.26B | $1.25B | $1.52B | $1.53B | $1.51B | $1.57B | $1.60B | $1.31B | |
| Other Current Assets | $344M | $388M | $385M | $298M | $122M | $93M | $38M | $21M | $19M | $27M | $101M | $81M | |
| Current Assets | $2.83B | $2.89B | $2.52B | $2.21B | $2.08B | $1.88B | $2.02B | $1.99B | $2.02B | $2.03B | $2.08B | $1.77B | |
| PP&E (Net) | $1.56B | $1.61B | $1.60B | $1.56B | $1.46B | $1.12B | $1.10B | $1.18B | $1.15B | $1.01B | $887M | $799M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.76B | $1.68B | $1.46B | $1.27B | $1.12B | |
| Accum. Depreciation | $1.09B | $1.00B | $928M | $843M | $746M | $673M | $617M | $576M | $527M | $450M | $380M | $317M | |
| Goodwill | $422M | $358M | $254M | $231M | $416M | $214M | $476M | $510M | $526M | $472M | $471M | $476M | |
| Intangibles | $454M | $430M | $417M | $397M | $480M | $64M | $64M | $70M | $75M | $80M | $81M | $84M | |
| Other Non-current Assets | $92M | $73M | $113M | $98M | $62M | $74M | $44M | $46M | $51M | $45M | $40M | $40M | |
| Total Assets | $5.97B | $5.90B | $5.36B | $4.98B | $4.98B | $3.75B | $4.07B | $3.80B | $3.82B | $3.64B | $3.56B | $3.17B | |
| Accounts Payable | $151M | $172M | $150M | $138M | $133M | $105M | $135M | $114M | $130M | $118M | $131M | $132M | |
| Current Liabilities | $2.60B | $2.64B | $2.29B | $1.85B | $1.89B | $1.83B | $2.07B | $1.95B | $1.95B | $1.94B | $1.91B | $1.65B | |
| Capital Leases | $268M | $220M | $219M | $231M | $265M | $297M | $304M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | $345.0K | $9M | $33M | $52M | $76M | $73M | $58M | |
| Other Non-current Liabilities | $114M | $120M | $90M | $106M | $96M | $89M | $74M | $76M | $62M | $61M | $64M | $69M | |
| Long-term Debt | $1.62B | $1.59B | $1.68B | $1.75B | $1.56B | $720M | $707M | $945M | $1.02B | $883M | $815M | $759M | |
| Total Debt | $1.62B | $1.59B | $1.68B | $1.75B | $1.56B | $720M | $707M | $945M | $1.02B | $883M | $815M | $773M | |
| Retained Earnings | $1.48B | $1.41B | $1.24B | $1.10B | $1.05B | $722M | $790M | $671M | $625M | $541M | $457M | $376M | |
| Treasury Stock | $1.32B | $1.24B | $1.20B | $1.03B | $765M | $672M | $600M | $598M | $574M | $536M | $436M | $402M | |
| AOCI | $-700.0K | $4M | $2M | $2M | $-1M | $-4M | $-2M | $4M | $1M | $-2M | $-6M | $-6M | |
| Stockholders' Equity | $1.07B | $1.06B | $892M | $895M | $1.08B | $815M | $945M | $823M | $787M | $725M | $729M | $667M | |
| Liabilities + Equity | $5.97B | $5.90B | $5.36B | $4.98B | $4.98B | $3.75B | $4.07B | $3.80B | $3.82B | $3.64B | $3.56B | $3.17B |
Fluxo de Caixa 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $163M | $150M | $142M | $128M | $101M | $91M | $93M | $94M | $89M | $77M | $69M | $58M | |
| Stock-based Comp | $23M | $24M | $23M | $20M | $15M | $12M | $11M | $12M | $11M | $11M | $10M | $8M | |
| Deferred Tax | $-26M | $-29M | $-19M | $-13M | $12M | $-34M | $-21M | $-21M | $-28M | $14M | $16M | $28M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $600.0K | $600.0K | $600.0K | $600.0K | $1M | |
| Operating Cash Flow | $567M | $109M | $-16M | $406M | $306M | $281M | $171M | $144M | $163M | $216M | $70M | $161M | |
| CapEx | $-150M | $-187M | $-204M | $-227M | $-298M | $127M | $126M | $164M | $234M | $206M | $173M | $146M | |
| Investing Cash Flow | $-499M | $-178M | $-219M | $-300M | $-1.30B | $-100M | $137M | $-15M | $-272M | $-221M | $-164M | $-108M | |
| Debt Issued | $149M | $78M | $0 | $327M | $1.17B | $58M | $109M | $21M | $302M | $103M | $69M | $44M | |
| Net Debt Issued | $276M | $243M | $80M | $194M | $1.11B | $13M | $69M | $-24M | $266M | $72M | $50M | $-19M | |
| Stock Repurchased | $-82M | $-34M | $-178M | $-262M | $-93M | $72M | $2M | $24M | $37M | $100M | $34M | $53M | |
| Net Stock Activity | $82M | $34M | $178M | $-262M | $-93M | $-72M | $-2M | $-24M | $-37M | $-100M | $-34M | $-53M | |
| Dividends Paid | $-49M | $-41M | $-40M | $-34M | $-18M | $17M | $16M | $10M | $9M | $9M | $5M | $5M | |
| Financing Cash Flow | $-106M | $84M | $34M | $-177M | $1.12B | $-40M | $-284M | $-129M | $112M | $4M | $94M | $-52M | |
| Net Change in Cash | $-38M | $15M | $-200M | $-70M | $129M | $141M | $23M | $-498.0K | $3M | $-517.0K | $-557.0K | $1M | |
| Taxes Paid | $101M | $36M | $86M | $126M | $99M | $57M | $73M | $35M | $43M | $28M | $38M | $51M | |
| Free Cash Flow | $717M | $296M | $188M | $179M | $8M | $154M | $45M | $-20M | $-71M | $10M | $-104M | $14M | |
| Levered FCF | · | · | · | · | · | · | · | $-20M | $-72M | $10M | $-105M | $13M |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | 15.4% | 15.6% | 16.6% | 15.4% | 14.6% | · | 14.5% | 14.8% | 14.7% | 14.7% | 14.8% | |
| Operating Margin | 2.4% | 3.2% | 2.9% | 2.2% | 4.3% | 0.35% | · | 1.8% | 2.1% | 2.4% | 2.3% | 2.5% | |
| Net Margin | 0.78% | 1.5% | 1.2% | 0.63% | 2.8% | -0.53% | · | 0.52% | 0.94% | 0.96% | 0.90% | 1.1% | |
| Pretax Margin | 1.1% | 1.8% | 1.7% | 1.4% | 3.7% | -0.36% | · | 0.76% | 1.1% | 1.6% | 1.5% | 1.8% | |
| EBITDA Margin | 2.4% | 3.2% | 2.9% | 2.2% | 4.3% | 0.35% | · | 1.8% | 2.1% | 2.4% | 2.3% | 2.5% | |
| ROA | 2.0% | 3.8% | 3.5% | 1.8% | 8.0% | -1.3% | 3.7% | 1.4% | 2.5% | 2.6% | 2.6% | 3.1% | |
| ROE | 11.3% | 20.8% | 20.4% | 8.8% | 33.5% | -6.5% | 15.6% | 6.3% | 12.3% | 12.8% | 12.4% | 15.2% | |
| ROIC | 18.0% | 14.7% | 12.2% | 5.5% | 15.5% | 3.2% | 13.5% | 7.0% | 10.2% | 8.8% | 8.5% | 9.9% |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | 1.1 | 1.2 | 1.1 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.1 | 1.1 | |
| Quick Ratio | 0.2 | 0.2 | 0.2 | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Debt / Equity | 1.5 | 1.5 | 1.9 | 2.0 | 1.5 | 0.9 | 0.7 | 1.1 | 1.3 | 1.2 | 1.1 | 1.2 | |
| LT Debt / Equity | 1.5 | 1.4 | 1.8 | 1.9 | 1.4 | 0.8 | 0.7 | 1.1 | 1.2 | 1.2 | 1.1 | 1.1 | |
| Interest Coverage | · | · | · | · | · | · | · | 355.3 | 352.6 | 232.9 | 155.2 | 116.8 |
Eficiência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 2.5 | 2.8 | 2.8 | 2.8 | 2.5 | · | 2.6 | 2.6 | 2.7 | 2.9 | 3.0 | |
| Inventory Turnover | 6.4 | 6.8 | 8.7 | 9.4 | 8.4 | 6.0 | 5.9 | 5.6 | 5.5 | 5.2 | 5.6 | 6.0 | |
| Receivables Turnover | 31.4 | 27.8 | 29.0 | 32.4 | 32.1 | 24.3 | · | 21.5 | 21.6 | 24.1 | 25.6 | 25.3 |
Taxas de Crescimento 7
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | -1.0% | 2.6% | 12.9% | 26.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.7% | 4.7% | 13.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -44.7% | 24.3% | 122.9% | -72.3% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 15.3% | -8.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -45.1% | 21.2% | 101.4% | -74.6% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.3% | -14.8% | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 6
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.15B | $14.22B | $14.37B | $14.00B | $12.40B | $9.77B | $10.45B | $9.95B | $9.87B | $9.73B | $9.62B | $9.20B | |
| Net Income TTM | $119M | $216M | $178M | $88M | $349M | $-51M | $144M | $52M | $93M | $93M | $86M | $97M | |
| P/E | 18.1 | 10.3 | 11.3 | 22.1 | 6.1 | -31.9 | 9.4 | 11.5 | 8.8 | 11.3 | 13.4 | 14.7 | |
| Earnings Yield | 5.5% | 9.8% | 8.8% | 4.5% | 16.3% | -3.1% | 10.7% | 8.7% | 11.3% | 8.9% | 7.5% | 6.8% | |
| Payout Ratio | -41.1% | -18.9% | -22.4% | 39.0% | 5.2% | -33.3% | 10.8% | 19.0% | 9.5% | 9.3% | 5.9% | 5.4% | |
| Annual Payout | $-49M | $-41M | $-40M | $-34M | $-18M | $17M | $16M | $10M | $9M | $9M | $5M | $5M |
Demonstração de Resultados 14
| Métrica | Tendência | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.93B | · | $3.69B | $3.87B | $3.97B | $3.66B | $3.65B | $3.90B | $3.49B | $3.45B | $3.38B | $3.58B | $3.64B | $3.65B | $3.49B | $3.59B | |
| Cost of Revenue | $3.32B | · | $3.09B | $3.27B | $3.36B | $3.06B | $3.08B | $3.32B | $2.95B | $2.91B | $2.85B | $3.04B | $3.06B | $3.08B | $2.94B | $3.01B | |
| Gross Profit | $616M | · | $599M | $599M | $616M | $602M | $566M | $574M | $544M | $539M | $536M | $541M | $582M | $569M | $554M | $576M | |
| SG&A Expense | $445M | · | $427M | $434M | $452M | $413M | $380M | $400M | $392M | $393M | $392M | $386M | $410M | $392M | $413M | $366M | |
| Operating Income | $132M | · | $133M | $123M | $123M | $-23M | $145M | $134M | $114M | $108M | $107M | $102M | $137M | $78M | $106M | $-144M | |
| Other Non-op | $0 | · | $100.0K | $300.0K | $-100.0K | $-100.0K | $0 | $-100.0K | $0 | $-500.0K | $100.0K | $-400.0K | $200.0K | $100.0K | $200.0K | $100.0K | |
| Pretax Income | $80M | · | $85M | $73M | $71M | $-69M | $97M | $82M | $61M | $56M | $58M | $55M | $91M | $32M | $64M | $-182M | |
| Income Tax | $23M | · | $24M | $-82M | $24M | $-24M | $27M | $24M | $-13M | $14M | $16M | $16M | $23M | $9M | $16M | $8M | |
| Net Income | $57M | · | $61M | $47M | $47M | $-46M | $71M | $59M | $74M | $41M | $42M | $39M | $68M | $23M | $48M | $-191M | |
| EPS (Basic) | $1.82 | · | $1.81 | $1.37 | $1.37 | $-1.34 | $2.09 | $1.71 | $2.18 | $1.21 | $1.24 | $1.14 | $1.96 | $0.66 | $1.33 | $-4.80 | |
| EPS (Diluted) | $1.79 | · | $1.79 | $1.39 | $1.33 | $-1.34 | $2.04 | $1.67 | $2.13 | $1.18 | $1.20 | $1.11 | $1.92 | $0.65 | $1.29 | $-4.67 | |
| Shares (Basic) | 31,600,000 | · | 33,600,000 | -68,200,000 | 34,200,000 | 34,100,000 | 33,900,000 | -67,900,000 | 34,000,000 | 34,000,000 | 34,000,000 | -71,100,000 | 34,900,000 | 35,300,000 | 35,900,000 | -79,500,000 | |
| Shares (Diluted) | 32,100,000 | · | 34,000,000 | -69,100,000 | 35,100,000 | 34,100,000 | 34,600,000 | -69,700,000 | 34,900,000 | 34,900,000 | 34,900,000 | -72,600,000 | 35,600,000 | 36,000,000 | 36,900,000 | -81,800,000 | |
| EBITDA | $132M | · | · | · | $123M | $-23M | $145M | · | $152M | $145M | $143M | · | $173M | $114M | $141M | · |
Balanço Patrimonial 22
| Métrica | Tendência | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $19M | · | · | $6M | $89M | $110M | $65M | $44M | $18M | $67M | $15M | $29M | $35M | $120M | $160M | $229M | |
| Receivables | $426M | · | · | $469M | $446M | $398M | $515M | $496M | $437M | $441M | $421M | · | $432M | $401M | $375M | · | |
| Inventory | $2.32B | · | · | $2.01B | $2.06B | $2.12B | $1.88B | $1.96B | $1.92B | $1.95B | $1.70B | · | $1.43B | $1.45B | $1.46B | · | |
| Other Current Assets | $330M | · | · | $344M | $216M | $149M | $412M | $388M | $438M | $456M | $375M | · | $342M | $328M | $304M | · | |
| Current Assets | $3.10B | · | · | $2.83B | $2.81B | $2.78B | $2.87B | $2.89B | $2.81B | $2.92B | $2.51B | · | $2.24B | $2.30B | $2.30B | · | |
| PP&E (Net) | $1.67B | · | · | $1.56B | $1.59B | $1.62B | $1.62B | $1.61B | $1.60B | $1.59B | $1.60B | · | $1.60B | $1.56B | $1.59B | · | |
| Accum. Depreciation | $1.14B | · | · | $1.09B | $1.08B | $1.05B | $1.04B | $1.00B | $969M | $939M | $929M | · | $908M | $886M | $872M | · | |
| Goodwill | $432M | · | · | $422M | $623M | $574M | $358M | $358M | $347M | $254M | $254M | $254M | $244M | $242M | $244M | $231M | |
| Intangibles | $437M | · | · | $454M | $252M | $256M | $430M | $430M | $417M | $417M | $417M | · | $417M | $417M | $419M | · | |
| Other Non-current Assets | $141M | · | · | $92M | $139M | $123M | $74M | $73M | $80M | $122M | $113M | · | $101M | $100M | $99M | · | |
| Total Assets | $6.38B | · | · | $5.97B | $6.02B | $5.93B | $5.88B | $5.90B | $5.76B | $5.80B | $5.41B | · | $5.05B | $5.08B | $5.15B | · | |
| Accounts Payable | $156M | · | · | $151M | $215M | $173M | $180M | $172M | $148M | $220M | $144M | · | $143M | $131M | $149M | · | |
| Current Liabilities | $3.06B | · | · | $2.60B | $2.76B | $2.71B | $2.63B | $2.64B | $2.54B | $2.65B | $2.30B | · | $2.01B | $2.00B | $2.06B | · | |
| Capital Leases | $251M | · | · | $268M | $274M | $239M | $216M | $220M | $201M | $196M | $204M | · | $176M | $189M | $210M | · | |
| Other Non-current Liabilities | $114M | · | · | $114M | $124M | $122M | $116M | $120M | $107M | $87M | $89M | · | $108M | $110M | $115M | · | |
| Long-term Debt | $1.76B | · | · | $1.62B | $1.49B | $1.52B | $1.57B | $1.59B | $1.70B | $1.71B | $1.65B | · | $1.68B | $1.69B | $1.73B | · | |
| Total Debt | $1.76B | · | · | · | $1.49B | $1.52B | $1.57B | · | $1.70B | $1.71B | $1.65B | · | $1.68B | $1.69B | $1.73B | · | |
| Retained Earnings | $1.57B | · | · | $1.48B | $1.45B | $1.41B | $1.47B | $1.41B | $1.37B | $1.30B | $1.27B | · | $1.21B | $1.15B | $1.14B | · | |
| Treasury Stock | $1.46B | · | · | $1.32B | $1.28B | $1.28B | $1.27B | $1.24B | $1.23B | $1.23B | $1.23B | · | $1.20B | $1.12B | $1.12B | · | |
| AOCI | $-300.0K | · | · | $-700.0K | $2M | $2M | $3M | $4M | $2M | $2M | $2M | · | $3M | $2M | $2M | · | |
| Stockholders' Equity | $1.03B | · | · | $1.07B | $1.07B | $1.03B | $1.09B | $1.06B | $1.01B | $945M | $904M | $892M | $858M | $877M | $855M | $895M | |
| Liabilities + Equity | $6.38B | · | · | $5.97B | $6.02B | $5.93B | $5.88B | $5.90B | $5.76B | $5.80B | $5.41B | · | $5.05B | $5.08B | $5.15B | · |
Fluxo de Caixa 16
| Métrica | Tendência | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $40M | · | $39M | $42M | $41M | $40M | $40M | $39M | $38M | $37M | $36M | $37M | $35M | $36M | $34M | $34M | |
| Stock-based Comp | $6M | · | $5M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $6M | $7M | $5M | $5M | $4M | |
| Deferred Tax | $-4M | · | $-4M | $33M | $-4M | $-52M | $-4M | $-18M | $-4M | $-4M | $-4M | $-8M | $-4M | $-3M | $-3M | $-2M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | $-11M | · | · | · | $-118M | · | |
| Operating Cash Flow | $-100M | · | $36M | $67M | $168M | $137M | $196M | $88M | $88M | $-136M | $70M | $-120M | $123M | $15M | $-34M | $-239M | |
| CapEx | $118M | · | $37M | $-262M | $34M | $34M | $45M | $-333M | $53M | $49M | $44M | $-357M | $78M | $38M | $37M | $-425M | |
| Investing Cash Flow | $-182M | · | $22M | $-5M | $-72M | $-386M | $-36M | $-91M | $-25M | $-22M | $-39M | $-47M | $-78M | $14M | $-108M | $-24M | |
| Debt Issued | $40M | · | $150M | $149M | $0 | $0 | $0 | $0 | $0 | · | · | $0 | $0 | · | · | $327M | |
| Net Debt Issued | · | · | · | · | · | · | $-18M | · | · | · | $-22M | · | · | · | $-20M | · | |
| Stock Repurchased | $6M | · | $136M | $-126M | $0 | $9M | $35M | $-62M | $0 | $100.0K | $27M | $-355M | $87M | $0 | $91M | $-507M | |
| Net Stock Activity | · | · | · | · | · | · | $-35M | · | · | · | $-27M | · | · | · | $-91M | · | |
| Dividends Paid | $12M | · | $13M | $-85M | $12M | $12M | $12M | $-71M | $10M | $10M | $10M | $-70M | $10M | $10M | $10M | $-60M | |
| Financing Cash Flow | $296M | · | $-58M | $-145M | $-116M | $295M | $-140M | $30M | $-112M | $211M | $-44M | $162M | $-130M | $-70M | $72M | $353M | |
| Net Change in Cash | $14M | · | $-600.0K | $-83M | $-21M | $46M | $21M | $26M | $-50M | $52M | $-14M | $-6M | $-85M | $-40M | $-69M | $90M | |
| Taxes Paid | $52M | · | $0 | $11M | $81M | $7M | $700.0K | $-16M | $11M | $40M | $-200.0K | $13M | $27M | $47M | $-400.0K | $31M | |
| Free Cash Flow | · | · | · | · | · | · | $151M | · | · | · | $26M | · | · | · | $-71M | · |
Lucratividade 8
| Métrica | Tendência | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 15.7% | · | · | · | 15.5% | 16.5% | 15.5% | · | 15.6% | 15.6% | 15.8% | · | 16.0% | 15.6% | 15.8% | · | |
| Operating Margin | 3.4% | · | · | · | 3.1% | -0.64% | 4.0% | · | 3.2% | 3.1% | 3.1% | · | 3.8% | 2.1% | 3.0% | · | |
| Net Margin | 1.5% | · | · | · | 1.2% | -1.2% | 1.9% | · | 2.1% | 1.2% | 1.2% | · | 1.9% | 0.64% | 1.4% | · | |
| Pretax Margin | 2.0% | · | · | · | 1.8% | -1.9% | 2.7% | · | 1.7% | 1.6% | 1.7% | · | 2.5% | 0.89% | 1.8% | · | |
| EBITDA Margin | 3.4% | · | · | · | 3.1% | -0.64% | 4.0% | · | 4.3% | 4.2% | 4.2% | · | 4.7% | 3.1% | 4.0% | · | |
| ROA | 0.93% | · | · | · | 0.79% | -0.78% | 1.2% | · | 1.4% | 0.76% | 0.80% | · | 1.4% | 0.46% | 0.94% | · | |
| ROE | 5.6% | · | · | · | 4.5% | -4.6% | 7.1% | · | 7.9% | 4.5% | 4.8% | · | 7.0% | 2.3% | 4.8% | · | |
| ROIC | 3.4% | · | · | · | 3.1% | -0.60% | 4.0% | · | 5.1% | 3.0% | 3.0% | · | 4.1% | 2.2% | 3.1% | · |
Liquidez e Solvência 4
| Métrica | Tendência | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | · | · | · | 1.0 | 1.0 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | |
| Quick Ratio | 0.1 | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | |
| Debt / Equity | 1.7 | · | · | · | 1.4 | 1.5 | 1.4 | · | 1.7 | 1.8 | 1.8 | · | 2.0 | 1.9 | 2.0 | · | |
| LT Debt / Equity | 1.5 | · | · | · | 1.3 | 1.4 | 1.4 | · | 1.6 | 1.7 | 1.8 | · | 1.9 | 1.9 | 1.9 | · |
Eficiência 3
| Métrica | Tendência | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | · | · | · | 0.7 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | |
| Inventory Turnover | 1.5 | · | · | · | 1.7 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.8 | · | 2.3 | 2.3 | 2.2 | · | |
| Receivables Turnover | 9.6 | · | · | · | 9.0 | 8.7 | 7.8 | · | 8.0 | 8.2 | 8.5 | · | 9.2 | 9.8 | 9.6 | · |
Avaliação (TTM) 5
| Métrica | Tendência | Q2 2026 | Q4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.25B | $14.97B | · | · | $14.77B | $14.25B | $13.98B | · | $13.97B | $14.13B | $14.17B | · | $14.24B | $14.10B | $13.90B | · | |
| Net Income TTM | $119M | $133M | · | · | $146M | $140M | $228M | · | $226M | $175M | $182M | · | $227M | $253M | $327M | · | |
| P/E | 23.8 | 20.6 | · | · | 18.3 | 19.9 | 8.7 | · | 9.1 | 11.0 | 11.3 | · | 7.8 | 7.3 | 6.6 | · | |
| Earnings Yield | 4.2% | 4.9% | · | · | 5.5% | 5.0% | 11.5% | · | 11.0% | 9.1% | 8.9% | · | 12.8% | 13.7% | 15.1% | · | |
| Payout Ratio | · | · | · | · | · | · | 16.9% | · | · | · | 24.3% | · | · | · | 21.4% | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Receita | — | $15.15B | $14.22B | $14.37B | $14.00B |
| Margem Bruta % | — | 15.7% | 15.4% | 15.6% | 16.6% |
| Margem Operacional % | — | 2.4% | 3.2% | 2.9% | 2.2% |
| Lucro líquido | — | $119M | $216M | $178M | $88M |
| EPS Diluído | — | $3.42 | $6.18 | $4.97 | $2.23 |
Balanço Patrimonial
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | — | 1.5 | 1.5 | 1.9 | 2.0 |
| Índice de liquidez corrente | — | 1.1 | 1.1 | 1.1 | 1.2 |
| Índice de Liquidez Seca | — | 0.2 | 0.2 | 0.2 | 0.4 |
Fluxo de Caixa
| 2026-03-31 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | — | $717M | $296M | $188M | $179M |
Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos
📊
Escolha as métricas que importam para você — clique no ➕ ao lado de qualquer linha em Fundamentos Completos acima.
Sua seleção é salva e acompanha você em todos os tickers.
Investidores institucionais (13F) 257 declarantes · $781.9M 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 |
|---|---|---|---|---|
| 47 (+8 vs trimestre anterior) | 22 (-13 vs trimestre anterior) | 76 (+3 vs trimestre anterior) | 75 (+8 vs trimestre anterior) | +1.9M |
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 | $107.726.204 | 1.270.506 | 13,78% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $64.513.574 | 760.863 | 8,25% | Ações |
| STATE STREET CORP | $54.062.519 | 634.362 | 6,91% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $49.900.000 | 588.516 | 6,38% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $45.454.054 | 536.078 | 5,81% | Ações |
| WESTWOOD HOLDINGS GROUP INC | $41.963.164 | 494.907 | 5,37% | Ações |
| AMERICAN CENTURY COMPANIES INC | $31.108.853 | 366.892 | 3,98% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.533.210 | 277.547 | 3,01% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $23.526.755 | 277.416 | 3,01% | Ações |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $18.973.967 | 223.776 | 2,43% | Ações |
| D. E. Shaw & Co., Inc. | $17.363.211 | 204.779 | 2,22% | Ações |
| TWO SIGMA INVESTMENTS, LP | $16.652.926 | 196.402 | 2,13% | Ações |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.523.014 | 183.076 | 1,99% | Ações |
| GOLDMAN SACHS GROUP INC | $13.215.793 | 155.865 | 1,69% | Ações |
| Bank of New York Mellon Corp | $13.190.272 | 155.564 | 1,69% | Ações |
| HEARTLAND ADVISORS INC | $12.514.834 | 147.598 | 1,60% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10.320.808 | 121.722 | 1,32% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $8.872.510 | 104.641 | 1,13% | Ações |
| BlackRock, Inc. | $8.356.309 | 98.553 | 1,07% | Ações |
| FRANKLIN RESOURCES INC | $7.533.846 | 88.853 | 0,96% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $7.398.351 | 87.255 | 0,95% | Ações |
| PDT Partners, LLC | $7.162.550 | 84.474 | 0,92% | Ações |
| Phocas Financial Corp. | $7.066.568 | 83.342 | 0,90% | Ações |
| ProShare Advisors LLC | $6.857.137 | 80.872 | 0,88% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $6.665.002 | 78.606 | 0,85% | Ações |
| TWO SIGMA ADVISERS, LP | $6.408.696 | 103.600 | 0,82% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $5.684.406 | 67.041 | 0,73% | Ações |
| Brandywine Global Investment Management, LLC | $5.434.154 | 87.846 | 0,70% | Ações |
| Cubist Systematic Strategies, LLC | $5.151.973 | 67.708 | 0,66% | Ações |
| BANK OF AMERICA CORP /DE/ | $5.069.849 | 59.793 | 0,65% | Ações |
| DENALI ADVISORS LLC | $4.799.114 | 56.600 | 0,61% | Ações |
| Public Sector Pension Investment Board | $4.780.799 | 56.384 | 0,61% | Ações |
| Susquehanna Portfolio Strategies, LLC | $4.633.180 | 54.643 | 0,59% | Ações |
| Squarepoint Ops LLC | $4.568.909 | 53.885 | 0,58% | Ações |
| AMERIPRISE FINANCIAL INC | $4.190.734 | 49.419 | 0,54% | Ações |
| MARTINGALE ASSET MANAGEMENT L P | $4.111.637 | 48.492 | 0,53% | Ações |
| MILLENNIUM MANAGEMENT LLC | $3.832.423 | 45.199 | 0,49% | Ações |
| Teewinot Capital Advisers, L.L.C. | $3.328.855 | 39.260 | 0,43% | Ações |
| FIRST TRUST ADVISORS LP | $3.296.211 | 38.875 | 0,42% | Ações |
| FMR LLC | $3.284.680 | 38.739 | 0,42% | Ações |
| RHUMBLINE ADVISERS | $3.042.668 | 35.885 | 0,39% | Ações |
| XTX Topco Ltd | $3.037.856 | 35.828 | 0,39% | Ações |
| FORMULA GROWTH LTD | $3.035.482 | 35.800 | 0,39% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $3.010.045 | 35.500 | 0,38% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.966.548 | 34.987 | 0,38% | Ações |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2.951.031 | 34.804 | 0,38% | Ações |
| Engineers Gate Manager LP | $2.580.923 | 30.439 | 0,33% | Ações |
| Swiss National Bank | $2.382.599 | 28.100 | 0,30% | Ações |
| Aquatic Capital Management LLC | $2.315.615 | 27.310 | 0,30% | Ações |
| HSBC HOLDINGS PLC | $2.283.163 | 27.340 | 0,29% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.280.597 | 26.897 | 0,29% | Ações |
| Man Group plc | $1.999.348 | 23.580 | 0,26% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $1.974.589 | 23.288 | 0,25% | Ações |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.961.955 | 23.139 | 0,25% | Ações |
| CITADEL ADVISORS LLC | $1.836.212 | 21.656 | 0,23% | Ações |
| New Age Alpha Advisors, LLC | $1.793.224 | 21.149 | 0,23% | Ações |
| Legal & General Group Plc | $1.699.447 | 20.043 | 0,22% | Ações |
| NorthCrest Asset Manangement, LLC | $1.685.271 | 17.682 | 0,22% | Ações |
| JANE STREET GROUP, LLC | $1.678.842 | 19.800 | 0,21% | Opção de venda |
| CITIGROUP INC | $1.671.720 | 19.716 | 0,21% | Ações |
| Point72 Asset Management, L.P. | $1.620.422 | 19.111 | 0,21% | Ações |
| ExodusPoint Capital Management, LP | $1.521.896 | 17.949 | 0,19% | Ações |
| Brevan Howard Capital Management LP | $1.508.923 | 17.796 | 0,19% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.412.487 | 32.767 | 0,18% | Ações |
| Quantbot Technologies LP | $1.399.629 | 16.507 | 0,18% | Ações |
| ALLIANCEBERNSTEIN L.P. | $1.360.292 | 19.838 | 0,17% | Ações |
| Quantinno Capital Management LP | $1.301.354 | 15.347 | 0,17% | Ações |
| Nuveen, LLC | $1.175.359 | 13.862 | 0,15% | Ações |
| PRUDENTIAL FINANCIAL INC | $1.142.800 | 13.478 | 0,15% | Ações |
| Vanguard Global Advisers, LLC | $1.116.939 | 13.173 | 0,14% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.105.492 | 13.038 | 0,14% | Ações |
| WOLVERINE ASSET MANAGEMENT LLC | $1.027.400 | 12.117 | 0,13% | Ações |
| A&I FINANCIAL SERVICES, LLC | $996.791 | 11.755 | 0,13% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $943.317 | 13.757 | 0,12% | Ações |
| BARCLAYS PLC | $838.402 | 9.888 | 0,11% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $824.837 | 9.728 | 0,11% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $736.062 | 8.681 | 0,09% | Ações |
| VANGUARD GROUP INC | $722.834 | 11.685 | 0,09% | Ações |
| Skopos Labs, Inc. | $713.951 | 10.412 | 0,09% | Ações |
| MAI Capital Management | $673.064 | 7.938 | 0,09% | Ações |
| Illinois Municipal Retirement Fund | $658.140 | 7.762 | 0,08% | Ações |
| MetLife Investment Management, LLC | $654.748 | 7.722 | 0,08% | Ações |
| Nebula Research & Development LLC | $593.560 | 7.426 | 0,08% | Ações |
| Russell Investments Group, Ltd. | $577.759 | 6.814 | 0,07% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $572.502 | 6.752 | 0,07% | Ações |
| VOYA INVESTMENT MANAGEMENT LLC | $560.716 | 6.613 | 0,07% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $500.770 | 5.906 | 0,06% | Ações |
| JANUS HENDERSON GROUP PLC | $500.212 | 7.288 | 0,06% | Ações |
| Louisiana State Employees Retirement System | $483.303 | 5.700 | 0,06% | Ações |
| BOOTHBAY FUND MANAGEMENT, LLC | $477.876 | 5.636 | 0,06% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $477.581 | 5.633 | 0,06% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $476.265 | 5.617 | 0,06% | Ações |
| Jain Global LLC | $440.908 | 5.200 | 0,06% | Ações |
| DARK FOREST CAPITAL MANAGEMENT LP | $440.908 | 5.200 | 0,06% | Ações |
| Jump Financial, LLC | $440.738 | 5.198 | 0,06% | Ações |
| Sanctuary Advisors, LLC | $434.295 | 5.122 | 0,06% | Ações |
| Invesco Ltd. | $416.743 | 4.915 | 0,05% | Ações |
| NISA INVESTMENT ADVISORS, LLC | $404.270 | 4.745 | 0,05% | Ações |
| Corient Private Wealth LP | $400.952 | 4.728 | 0,05% | Ações |
| ARISTEIA CAPITAL, L.L.C. | $394.697 | 4.655 | 0,05% | Ações |
Executivos da empresa 28 insiders · 9 diretores · 21 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| David Bruton Smith | Chairman and CEO | 31 de Março de 2025 F | 552.343 | 0 | 0 | $0 |
| Heath Byrd | EVP and CFO | 2 de Junho de 2026 S | 133.952 | 0 | 2 | $-1.239.895 |
| David P Cosper | Vice Chairman and CFO | 22 de Março de 2013 D | 171.984 | 0 | 0 | $0 |
| Lee E Wyatt | Executive VP, CFO & Treasurer | 21 de Abril de 2005 A | 50.000 | 0 | 0 | $0 |
| Jeff Dyke | President | 9 de Junho de 2026 S | 543.668 | 0 | 2 | $-5.415.638 |
| Theodore M Wright | President | 19 de Fevereiro de 2004 A | 124.075 | 0 | 0 | $0 |
| Bruton O Smith | Executive Chairman | 31 de Março de 2022 F | 973.670 | 0 | 0 | $0 |
| Mark J Iuppenlatz | Exec VP of Corp Development | 19 de Março de 2007 A | 58.350 | 0 | 0 | $0 |
| Greg Young | VP & Chief Accounting Officer | 17 de Março de 2006 M | 1.200 | 0 | 0 | $0 |
| Michael Edward Hodge | Conselheiro | 24 de Abril de 2025 A | 17.807 | 0 | 0 | $0 |
| Keri A Kaiser | Conselheiro | 24 de Abril de 2025 A | 22.409 | 0 | 0 | $0 |
| Eugene R Taylor | Conselheiro | 24 de Abril de 2025 A | 61.083 | 0 | 0 | $0 |
| Marcus G Smith | Conselheiro | 24 de Abril de 2025 A | 98.871 | 0 | 0 | $0 |
| William I Belk | Conselheiro | 24 de Abril de 2025 A | 104.325 | 0 | 0 | $0 |
| Bryan Scott Smith | Conselheiro | 24 de Abril de 2025 A | 396.207 | 0 | 0 | $0 |
| William R Brooks | Conselheiro | 24 de Abril de 2025 A | 114.982 | 0 | 0 | $0 |
| John W. Harris III | Conselheiro | 16 de Maio de 2023 A | 52.081 | 0 | 0 | $0 |
| Victor H Doolan | Conselheiro | 29 de Abril de 2021 A | 34.993 | 0 | 0 | $0 |
| Robert H Heller | Conselheiro | 29 de Abril de 2021 A | 95.578 | 0 | 0 | $0 |
| Bernard Clinton Byrd Jr | Conselheiro | 15 de Abril de 2015 A | 9.456 | 0 | 0 | $0 |
| Robert L Rewey | Conselheiro | 17 de Abril de 2014 A | 47.142 | 0 | 0 | $0 |
| David C Vorhoff | Conselheiro | 18 de Abril de 2013 A | 35.046 | 0 | 0 | $0 |
| Jeffrey C Rachor | Conselheiro | 19 de Maio de 2008 D | 2.459 | 0 | 0 | $0 |
| William P Benton | Conselheiro | 25 de Abril de 2008 A | 12.423 | 0 | 0 | $0 |
| Thomas P Capo | Conselheiro | 22 de Abril de 2005 A | 2.745 | 0 | 0 | $0 |
| Maryann Keller | Conselheiro | 31 de Março de 2004 A | — | 0 | 0 | $0 |
| Rusnak Paul P. | Detentor de 10% | 7 de Abril de 2022 P | 5.000.000 | 0 | 0 | $0 |
| Sonic Financial Corporation | Detentor de 10% | 27 de Setembro de 2018 P | — | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 4 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 |
|---|---|---|---|---|---|
| OBS Family, LLC, Sonic Financial Corporation, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 declarações | 17 de Junho de 2026 | 42,30% | Emenda | — | SEC |
| Sonic Financial Corporation, O. Bruton Smith, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 declarações | 9 de Outubro de 2018 | — | Declaração inicial | — | SEC |
| O. Bruton Smith, Sonic Financial Corporation | 10 de Janeiro de 2013 | — | Declaração inicial | — | SEC |
| Paul P. Rusnak ×2 declarações | 26 de Maio de 2010 | — | 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 75 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,29% | 101.951 NS | 31 de Maio de 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 1,27% | 5.070 NS | 30 de Abril de 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 1,17% | 94.100 SH | 8 de Agosto de 2026 | Diário |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,92% | 233.693 SH | 8 de Agosto de 2026 | Diário |
| RZV · Invesco Exchange-Traded Fund Trust | 0,69% | 25.697 SH | 8 de Agosto de 2026 | Diário |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,41% | 1.221 SH | 8 de Agosto de 2026 | Diário |
| ESSC · Strategy Shares | 0,35% | 1.157 NS | 30 de Abril de 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,33% | 5.019 SH | 8 de Agosto de 2026 | Diário |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,27% | 6.333 NS | 30 de Abril de 2026 | N-PORT |
| DFVE · DoubleLine ETF Trust | 0,26% | 1.024 NS | 31 de Março de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,21% | 299 NS | 30 de Abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,20% | 30.294 NS | 30 de Abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,12% | 27.830 SH | 8 de Agosto de 2026 | Diário |
| IJS · iShares Trust | 0,12% | 117.319 SH | 8 de Agosto de 2026 | Diário |
| FNDA · SCHWAB STRATEGIC TRUST | 0,11% | 123.151 NS | 31 de Maio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,10% | 94.642 NS | 30 de Abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,09% | 158.292 NS | 30 de Abril de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 7.780 SH | 8 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,09% | 31.102 SH | 8 de Agosto de 2026 | Diário |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,08% | 255.325 NS | 31 de Maio de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 25.287 NS | 31 de Maio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,07% | 2.325 SH | 8 de Agosto de 2026 | Diário |
| VCR · VANGUARD WORLD FUND | 0,07% | 54.698 SH | 8 de Agosto de 2026 | Diário |
| XJR · iShares Trust | 0,07% | 1.549 SH | 8 de Agosto de 2026 | Diário |
| FDIS · FIDELITY COVINGTON TRUST | 0,06% | 14.209 NS | 30 de Abril de 2026 | N-PORT |
| IJR · iShares Trust | 0,06% | 800.179 SH | 8 de Agosto de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,06% | 45.765 SH | 8 de Agosto de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 5.380 NS | 30 de Abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,06% | 985 NS | 30 de Abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,05% | 177 NS | 31 de Maio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,05% | 552 NS | 30 de Abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 6.273 NS | 31 de Maio de 2026 | N-PORT |
| IWN · iShares Trust | 0,04% | 71.526 SH | 8 de Agosto de 2026 | Diário |
| EBI · RBB Fund Trust | 0,04% | 3.304 NS | 31 de Maio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 6.482 SH | 8 de Agosto de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,04% | 69.794 NS | 30 de Abril de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,04% | 8.029 SH | 8 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,04% | 6.484 NS | 30 de Abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 309.207 SH | 8 de Agosto de 2026 | Diário |
| ISCV · iShares Trust | 0,03% | 2.680 SH | 8 de Agosto de 2026 | Diário |
| ITWO · ProShares Trust | 0,03% | 704 NS | 31 de Maio de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 2.851 SH | 8 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 70.132 SH | 8 de Agosto de 2026 | Diário |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 70.983 NS | 31 de Maio de 2026 | N-PORT |
| IWO · iShares Trust | 0,03% | 43.866 SH | 8 de Agosto de 2026 | Diário |
| VBR · VANGUARD INDEX FUNDS | 0,02% | 171.124 SH | 8 de Agosto de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 5.116 SH | 8 de Agosto de 2026 | Diário |
| SFGV · EA Series Trust | 0,02% | 2.595 NS | 29 de Maio de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 550 NS | 31 de Maio de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 546 SH | 8 de Agosto de 2026 | Diário |