UFPT UFP Technologies, Inc. - Common Stock
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UFP Technologies, Inc. is an American multinational developer and custom manufacturer of comprehensive solutions for medical devices, sterile packaging, and other highly engineered custom products.
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UFP Technologies, Inc. is an American multinational developer and custom manufacturer of comprehensive solutions for medical devices, sterile packaging, and other highly engineered custom products.
UFP Technologies manufactures a wide range of single-use medical devices, components, and packaging for minimally invasive surgery, infection prevention, wound care, wearables, orthopedic soft goods, and orthopedic implants.
The company also provides highly engineered products and components to customers in the automotive, aerospace and defense, consumer, electronics, and industrial markets.
History
1963-1975
United Packaging Corporation was founded in 1963 by William H. Shaw, Robert W. Drew, and Richard L. Bailly in Woburn, MA as a manufacturer of protective packaging, primarily for electronics. In 1964, the company expanded operations and moved its factory headquarters to Georgetown, Massachusetts. In 1967, the company changed its name to United Foam Plastics Corporation to reflect a broader market capability.
1976-1983
In 1976, with a focus on foam fabrication, the company started precision molding cross-linked polyethylene foam components for the military, consumer, and industrial markets.
1984-1993
In 1988 UFP Technologies introduced compression molded medical protective packaging using specialized foams. On December 17, 1993 the company completed its IPO and formally changed its name to UFP Technologies, Inc. Acquisitions brought new, highly specialized materials including various foams, films, and fabrics used in a range of medical, military, aerospace, consumer, and automotive applications. Additionally, UFP added molded pulp packaging to its portfolio through the acquisition of Moulded Fibre Technology out of Portland, ME.
1994-2003
UFP's growing medical customer base prompted its investment in cleanroom production starting in 1994. In 2001 the company introduced thermoplastic polyurethane (TPU) based pouches and bags as an alternative to foam packaging for the orthopedic implant market. Additional acquisitions expanded its medical foams access and capabilities for a range of applications.
2004-2013
UFP continued to focus on the medical market, accounting for 50% of its $100 million revenue by 2008. Between 2008 and 2013, UFP made five acquisitions to continue its foam offering to medical clients. In 2013 the company introduced a new product line called FlexShield®, a TPU based packaging solution for medical devices, instruments, and orthopedic implants.
2014-2024
In 2016 UFP expanded operations and relocated its headquarters to Newburyport, Massachusetts. In 2022 UFP Technologies sold Molded Fiber Business to CKF, Inc.
In 2022 Sales exceeded $300 million and the firm opened a new medical manufacturing operation in Tijuana, Mexico. In 2023, UFP Technologies was added to the S&P SmallCap 600 index. Additional MedTech acquisitions expanded UFP's international footprint to 5 countries and added complete device manufacturing capabilities. As of 2024, its MedTech business accounted for over 90% of revenue.
Acquisitions
1993 - Moulded Fibre Technology
1997 - FCE Industries
1998 - Pacific Foam Technologies
2000 – Simco Industries
2008 - Stephenson & Lawyer
2009 - Advanced Materials Group
2009 - Foamade Industries Inc.
2009 - E.N. Murray
2013 - Packaging Alternatives Corporation
2018 – Dielectrics
2021 - Contech Medical
2021 – DAS Medical
2022 - Advant Medical
2024 - AJR Enterprises
2024 - AQF Medical
2024 - Marble Medical
2024 - Welch Fluorocarbon
2025 - UNIPEC
2025 - Techno Plastics Industries, Inc. (TPI)
Awards & Recognition
The National Association for Business Resources (NABR):
"Best and Brightest Companies to Work for In The Nation" (2024, 2023, 2022, 2021, 2020, and 2018)
"New England's Best & Brightest to Work For" (formerly "Boston's Best & Brightest Companies to Work For") (2024, 2023, 2022, 2021, 2020, and 2018)
"West Michigan's Best & Brightest Companies to Work For" (2024, 2023, 2022, 2021, 2020, 2019 and 2018)
Diversity Jobs' "Top Diversity Employer (2024)
Forbes
"Most Trusted Companies In America" (2025)
"America's Most Successful Small-Cap Companies" (2024, 2024)
Fortune
"100 Fastest-Growing Companies" (2024)
"Small Business 100" (2009 and 2008)
Boston Business Journal "Top 150 Public Companies"
The Boston Globe's "The Globe 100" (2013-2006)
24/7 Wall Street's "100 Best Small Companies in America" (2012)
== References ==
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
UFPT Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
UFPT Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
UFPT Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 2 20,0%
- Compra 5 50,0%
- Manter 3 30,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
2 analistas · 2026-08-17Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $2.92 | $2.54 | 0.38% |
| 31 de Março de 2026 | $2.48 | $2.29 | 0.19% |
| 31 de Dezembro de 2025 | $2.25 | $2.13 | 0.12% |
| 30 de Setembro de 2025 | $2.11 | $2.09 | 0.02% |
| 30 de Junho de 2025 | $2.21 | $2.15 | 0.06% |
| 31 de Março de 2025 | $2.21 | $2.04 | 0.17% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| UFPT | $1.71B | 25.4 | 19.5% | 11.3% | 16.9% | 28.3% |
| HAE | $2.45B | 26.4 | -2.0% | 7.3% | 11.8% | 59.0% |
| ICUI | $3.52B | 4755.7 | -6.3% | 0.03% | 0.03% | 36.8% |
| QDEL | $1.99B | -1.8 | -1.9% | -41.4% | -48.0% | — |
| XRAY | $2.28B | -3.8 | -3.0% | -16.2% | -36.4% | 50.0% |
| NEOG | $1.95B | -224.2 | -2.7% | -0.91% | -0.38% | 46.9% |
| STAA | $1.17B | -14.6 | -23.7% | -33.6% | -23.6% | 76.2% |
| BVS | — | 22.5 | -0.91% | 4.0% | 13.7% | 68.3% |
| KIDS | $446M | -10.5 | 15.4% | -16.8% | -11.3% | 73.0% |
| CERS | $396M | -25.8 | 16.1% | -6.7% | -26.0% | — |
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 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $603M | $504M | $400M | $354M | $206M | $179M | $198M | $190M | $148M | $146M | $139M | $139M | |
| Cost of Revenue | $432M | $358M | $288M | $264M | $155M | $135M | $144M | $142M | $112M | $111M | $101M | $102M | |
| Gross Profit | $170M | $147M | $112M | $90M | $51M | $45M | $54M | $48M | $35M | $35M | $37M | $37M | |
| R&D Expense | $9M | $10M | $7M | $9M | $8M | $8M | $9M | $10M | $5M | $1M | $1M | $1M | |
| SG&A Expense | $77M | $62M | $51M | $46M | $29M | $27M | $29M | $28M | $24M | $24M | $24M | $24M | |
| Operating Income | $92M | $81M | $58M | $55M | $21M | $17M | $25M | $20M | $12M | $12M | $12M | $12M | |
| Interest Expense | · | $8M | $4M | $3M | $39.0K | $83.0K | $674.0K | $1M | $50.0K | $69.0K | $87.0K | $154.0K | |
| Interest Income | · | · | · | · | $49.0K | $0 | $0 | $47.0K | $216.0K | $149.0K | $114.0K | $46.0K | |
| Other Non-op | $-21.0K | $189.0K | $-117.0K | $81.0K | $26.0K | $-366.0K | $-388.0K | $64.0K | · | · | $27.0K | $312.0K | |
| Pretax Income | $83M | $73M | $54M | $53M | $21M | $16M | $24M | $18M | $12M | $12M | $12M | $12M | |
| Income Tax | $14M | $14M | $9M | $11M | $5M | $3M | $4M | $4M | $3M | $4M | $4M | $4M | |
| Net Income | $68M | $59M | $45M | $42M | $16M | $13M | $20M | $14M | $9M | $8M | $8M | $8M | |
| EPS (Basic) | $8.87 | $7.69 | $5.89 | $5.52 | $2.11 | $1.79 | $2.66 | $1.95 | $1.27 | $1.11 | $1.07 | $1.08 | |
| EPS (Diluted) | $8.75 | $7.58 | $5.83 | $5.45 | $2.09 | $1.77 | $2.63 | $1.93 | $1.26 | $1.10 | $1.05 | $1.05 | |
| Shares (Basic) | 7,705,000 | 7,668,000 | 7,624,000 | 7,564,000 | 7,524,000 | 7,484,000 | 7,424,000 | 7,347,000 | 7,248,000 | 7,190,000 | 7,102,000 | 7,028,000 | |
| Shares (Diluted) | 7,804,000 | 7,785,000 | 7,701,000 | 7,663,000 | 7,615,000 | 7,568,000 | 7,516,000 | 7,430,000 | 7,337,000 | 7,275,000 | 7,206,000 | 7,175,000 | |
| EBITDA | $111M | $96M | $69M | $67M | $30M | $25M | $33M | $27M | $17M | $18M | · | $16M |
Balanço Patrimonial 29
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $13M | $5M | $4M | $11M | $24M | $4M | $3M | $38M | $31M | $30M | $34M | |
| Receivables | $83M | $85M | $64M | $55M | $39M | $26M | $29M | $28M | $21M | $21M | $17M | $16M | |
| Inventory | $87M | $88M | $70M | $54M | $33M | $19M | $18M | $20M | $13M | $14M | $14M | $13M | |
| Prepaid Expense | $6M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $930.0K | $664.0K | |
| Current Assets | $201M | $195M | $145M | $116M | $87M | $72M | $53M | $56M | $75M | $70M | $63M | $67M | |
| PP&E (Net) | $79M | $71M | $62M | $58M | $57M | $54M | $57M | $58M | $54M | $49M | $47M | $35M | |
| PP&E (Gross) | $152M | $135M | $119M | $111M | $127M | $118M | $116M | $112M | $107M | $97M | $91M | $76M | |
| Accum. Depreciation | $73M | $64M | $57M | $53M | $70M | $65M | $59M | $54M | $53M | $48M | $44M | $41M | |
| Goodwill | $197M | $190M | $113M | $113M | $108M | $52M | $52M | $52M | $7M | $7M | $7M | $7M | |
| Intangibles | $141M | $144M | $64M | $68M | $68M | $20M | $21M | $22M | · | $318.0K | $636.0K | $953.0K | |
| Other Non-current Assets | $3M | $447.0K | $469.0K | $4M | $1M | $153.0K | $147.0K | $201.0K | $144.0K | $153.0K | $2M | $2M | |
| Total Assets | $655M | $629M | $404M | $378M | $334M | $203M | $189M | $190M | $138M | $128M | $120M | $113M | |
| Accounts Payable | $24M | $24M | $22M | $20M | $11M | $4M | $5M | $7M | $4M | $4M | $5M | $5M | |
| Accrued Liabilities | $29M | $30M | $22M | $23M | $17M | $8M | $8M | $8M | $5M | $5M | $5M | $5M | |
| Current Liabilities | $75M | $76M | $58M | $56M | $39M | $15M | $17M | $21M | $10M | $10M | $11M | $12M | |
| Capital Leases | $14M | $12M | $11M | · | $7M | $950.0K | $2M | $0 | · | · | · | · | |
| Deferred Tax | $9M | $3M | $428.0K | $448.0K | $3M | $5M | $5M | $4M | $2M | $3M | $3M | $2M | |
| Other Non-current Liabilities | $4M | $11M | $15M | $18M | $15M | $1M | $334.0K | $24.0K | $82.0K | $184.0K | $171.0K | · | |
| Total Liabilities | $231M | $286M | $118M | $141M | $140M | $26M | $27M | $49M | $14M | $15M | $16M | $18M | |
| Long-term Debt | $135M | $189M | $32M | $55M | $75M | $0 | · | $25M | · | $856.0K | $2M | $3M | |
| Total Debt | $135M | $189M | $32M | $55M | $75M | · | · | $25M | · | $856.0K | · | $3M | |
| Common Stock | $77.0K | $77.0K | $76.0K | $76.0K | $75.0K | $75.0K | $74.0K | $74.0K | $73.0K | $72.0K | $72.0K | $71.0K | |
| Paid-in Capital | $46M | $41M | $39M | $36M | $34M | $32M | $31M | $29M | $27M | $25M | $24M | $22M | |
| Retained Earnings | $375M | $307M | $248M | $203M | $161M | $145M | $132M | $112M | $98M | $88M | $80M | $73M | |
| Treasury Stock | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | · | |
| AOCI | $4M | $-4M | $268.0K | $-610.0K | $0 | · | · | · | · | · | · | · | |
| Stockholders' Equity | $424M | $343M | $286M | $238M | $194M | $177M | $162M | $140M | $124M | $113M | $104M | $95M | |
| Liabilities + Equity | $655M | $629M | $404M | $378M | $334M | $203M | $189M | $190M | $138M | $128M | $120M | $113M | |
| Shares Outstanding | 7,676,785 | 7,676,785 | 7,639,780 | 7,639,780 | 7,581,685 | 7,500,066 | 7,446,209 | 7,385,443 | 7,280,350 | 7,212,464 | 7,140,818 | 7,068,815 |
Fluxo de Caixa 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $15M | $11M | $12M | $8M | $8M | $8M | $8M | $6M | $6M | $5M | $4M | |
| Stock-based Comp | $9M | $7M | $5M | $3M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | |
| Deferred Tax | $5M | $1M | $823.0K | $-4M | $-2M | $136.0K | $792.0K | $2M | $-1M | $576.0K | $437.0K | $1M | |
| Amort. of Intangibles | $10M | $7M | $4M | $4M | $1M | $1M | $1M | $1M | $300.0K | $300.0K | $318.0K | $393.0K | |
| Restructuring | · | · | · | · | · | · | · | · | $63.0K | $420.0K | $2M | $2M | |
| Other Non-cash | $-10M | $-15M | $-20M | $-35M | $-11M | $1M | $924.0K | $-4M | $3M | $-6M | · | $-3M | |
| Operating Cash Flow | $92M | $67M | $41M | $18M | $14M | $25M | $31M | $21M | $17M | $9M | $13M | $11M | |
| CapEx | · | $10M | $10M | $14M | $5M | $4M | $6M | $5M | $10M | $7M | $16M | $13M | |
| Investing Cash Flow | $-28M | $-210M | $-10M | $1M | $-101M | $-4M | $-6M | $-82M | $-10M | $-7M | $-16M | · | |
| Debt Issued | $0 | $125M | $0 | $0 | $40M | $0 | $0 | $20M | · | · | · | · | |
| Net Debt Issued | $-12M | $90M | $-4M | $-4M | $40M | $0 | $-17M | $17M | $-856.0K | $-1M | · | $-977.0K | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | $587.0K | · | |
| Financing Cash Flow | $-58M | $152M | $-30M | $-26M | $74M | $-285.0K | $-25M | $26M | $-475.0K | $-559.0K | $-1M | · | |
| Net Change in Cash | $7M | $8M | $812.0K | $-7M | $-13M | $20M | $505.0K | $-35M | $7M | $2M | $-4M | · | |
| Taxes Paid | $4M | $13M | $11M | $13M | $6M | $2M | $1M | $3M | $4M | $4M | $1M | $3M | |
| Free Cash Flow | · | $57M | $31M | $4M | $9M | $21M | $25M | $16M | $7M | $2M | · | $-2M | |
| Levered FCF | · | $50M | $28M | $2M | $9M | $21M | $25M | $15M | $7M | $2M | · | · |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 28.3% | 29.1% | 28.1% | 25.5% | 24.8% | 24.9% | 27.2% | 25.4% | 24.0% | 23.7% | · | 26.5% | |
| Operating Margin | 15.3% | 16.0% | 14.4% | 15.7% | 10.3% | 9.3% | 12.4% | 10.3% | 7.9% | 8.4% | · | 8.3% | |
| Net Margin | 11.3% | 11.7% | 11.2% | 11.8% | 7.7% | 7.4% | 10.0% | 7.5% | 6.2% | 5.5% | · | 5.4% | |
| Pretax Margin | 13.7% | 14.5% | 13.5% | 14.9% | 10.3% | 9.1% | 11.9% | 9.7% | 8.0% | 8.4% | · | 8.5% | |
| EBITDA Margin | 18.5% | 18.9% | 17.3% | 19.0% | 14.4% | 13.9% | 16.6% | 14.4% | 11.7% | 12.2% | · | 11.4% | |
| ROA | 10.6% | 11.4% | 11.5% | 11.7% | 5.9% | 6.8% | 10.4% | 8.7% | 6.9% | 6.4% | · | 6.9% | |
| ROE | 16.9% | 17.6% | 16.1% | 18.0% | 8.2% | 7.6% | 12.4% | 10.4% | 7.8% | 7.4% | · | 8.4% | |
| ROIC | 13.7% | 12.3% | 15.1% | 15.0% | 5.9% | 7.8% | 12.7% | 9.2% | 7.3% | 7.0% | · | 7.6% |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.6 | 2.5 | 2.1 | 2.5 | 4.7 | 3.3 | 2.7 | 7.6 | 7.3 | · | 5.9 | |
| Quick Ratio | 1.4 | 1.3 | 1.2 | 1.1 | 1.5 | 3.3 | 2.0 | 1.5 | 6.0 | 5.5 | · | 4.4 | |
| Debt / Equity | 0.3 | 0.6 | 0.1 | 0.2 | 0.4 | · | · | 0.2 | · | 0.0 | · | 0.0 | |
| LT Debt / Equity | 0.3 | 0.5 | 0.1 | 0.2 | 0.4 | · | · | 0.2 | · | · | · | 0.0 | |
| Interest Coverage | · | 10.0 | 15.8 | 20.1 | 241.1 | 201.6 | 36.7 | 14.9 | 233.9 | 177.3 | · | · |
Eficiência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.0 | 1.0 | 1.0 | 0.8 | 0.9 | 1.0 | 1.2 | 1.1 | 1.2 | · | 1.3 | |
| Inventory Turnover | 5.0 | 4.5 | 4.7 | 6.1 | 6.0 | 7.3 | 7.6 | 8.8 | 8.3 | 7.9 | · | 8.6 | |
| Receivables Turnover | 7.2 | 6.8 | 6.7 | 7.5 | 6.3 | 6.5 | 7.0 | 7.7 | 6.9 | 7.5 | · | 8.3 |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.5% | 26.1% | 13.1% | 71.5% | 15.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 19.4% | 34.7% | 30.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 27.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 15.4% | 30.0% | 7.0% | 160.8% | 18.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 17.1% | 53.6% | 48.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 37.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 15.8% | 31.3% | 7.5% | 163.1% | 18.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.8% | 54.9% | 49.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 38.6% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $603M | $504M | $400M | $354M | $206M | $179M | $198M | $190M | $148M | $146M | $139M | $139M | |
| Net Income TTM | $68M | $59M | $45M | $42M | $16M | $13M | $20M | $14M | $9M | $8M | $8M | $8M | |
| Market Cap | $1.71B | $1.88B | · | $894M | $529M | $350M | $369M | $222M | $201M | $184M | · | $174M | |
| Enterprise Value | $1.83B | $2.05B | · | $944M | $593M | · | · | $244M | · | $153M | · | $143M | |
| P/E | 25.4 | 32.3 | 29.5 | 21.6 | 33.6 | 26.3 | 18.9 | 15.6 | 22.1 | 23.1 | 22.7 | 23.4 | |
| P/S | 2.8 | 3.7 | · | 2.5 | 2.6 | 1.9 | 1.9 | 1.2 | 1.4 | 1.3 | · | 1.2 | |
| P/B | 4.0 | 5.5 | · | 3.8 | 2.7 | 2.0 | 2.3 | 1.6 | 1.6 | 1.6 | · | 1.8 | |
| P / Tangible Book | 20.0 | 212.1 | · | 15.9 | 27.9 | 3.3 | · | · | · | · | · | · | |
| P / Cash Flow | 18.6 | 28.2 | · | 50.4 | 37.0 | 14.0 | 11.8 | 10.4 | 11.5 | 19.5 | · | 15.6 | |
| P / FCF | · | 33.0 | · | 225.5 | 59.5 | 16.9 | 14.5 | 14.0 | 28.4 | 87.4 | · | -75.2 | |
| EV / EBITDA | 16.4 | 21.5 | · | 14.0 | 20.0 | · | · | 8.9 | · | 8.6 | · | 8.9 | |
| EV / FCF | · | 36.1 | · | 238.2 | 66.7 | · | · | 15.3 | · | 72.9 | · | -61.7 | |
| EV / Revenue | 3.0 | 4.1 | · | 2.7 | 2.9 | · | · | 1.3 | · | 1.0 | · | 1.0 | |
| Earnings Yield | 3.9% | 3.1% | 3.4% | 4.6% | 3.0% | 3.8% | 5.3% | 6.4% | 4.5% | 4.3% | 4.4% | 4.3% |
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 | $174M | $154M | $149M | $155M | $151M | $148M | $144M | $145M | $110M | $105M | $101M | $101M | $100M | $98M | $91M | $97M | |
| Cost of Revenue | $123M | $110M | $107M | $112M | $108M | $106M | $102M | $104M | $77M | $75M | $75M | $73M | $70M | $69M | $68M | $71M | |
| Gross Profit | $51M | $44M | $42M | $43M | $44M | $42M | $42M | $42M | $33M | $30M | $26M | $28M | $30M | $29M | $23M | $26M | |
| SG&A Expense | $23M | $21M | $21M | $19M | $19M | $19M | $19M | $16M | $14M | $14M | $13M | $12M | $12M | $13M | $12M | $12M | |
| Operating Income | $28M | $23M | $22M | $23M | $24M | $23M | $22M | $25M | $18M | $16M | $13M | $15M | $17M | $13M | $11M | $26M | |
| Interest Expense | · | · | · | · | $3M | $3M | · | $3M | $577.0K | $631.0K | · | $933.0K | $1M | $869.0K | $873.0K | $830.0K | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $11.0K | |
| Other Non-op | $40.0K | $-22.0K | $-31.0K | $78.0K | $-32.0K | $-36.0K | $219.0K | $-70.0K | $-2.0K | $42.0K | $-89.0K | $29.0K | $20.0K | $-77.0K | $-232.0K | $104.0K | |
| Pretax Income | $26M | $22M | $20M | $21M | $22M | $20M | $19M | $21M | $17M | $15M | $12M | $14M | $16M | $12M | $10M | $25M | |
| Income Tax | $6M | $4M | $2M | $5M | $4M | $3M | $3M | $5M | $4M | $3M | $285.0K | $2M | $4M | $2M | $1M | $6M | |
| Net Income | $21M | $17M | $18M | $16M | $17M | $17M | $16M | $16M | $14M | $13M | $12M | $12M | $12M | $10M | $8M | $20M | |
| EPS (Basic) | $2.69 | $2.27 | $2.28 | $2.12 | $2.23 | $2.24 | $2.13 | $2.13 | $1.77 | $1.66 | $1.52 | $1.53 | $1.56 | $1.28 | $1.12 | $2.58 | |
| EPS (Diluted) | $2.68 | $2.24 | $2.25 | $2.11 | $2.21 | $2.21 | $2.10 | $2.11 | $1.75 | $1.64 | $1.51 | $1.52 | $1.55 | $1.27 | $1.10 | $2.56 | |
| Shares (Basic) | 7,740,000 | 7,721,000 | -15,404,000 | 7,712,000 | 7,709,000 | 7,688,000 | -15,329,000 | 7,674,000 | 7,672,000 | 7,651,000 | -15,232,000 | 7,639,000 | 7,625,000 | 7,592,000 | -15,113,000 | 7,570,000 | |
| Shares (Diluted) | 7,788,000 | 7,799,000 | -15,525,000 | 7,780,000 | 7,773,000 | 7,776,000 | -15,477,000 | 7,772,000 | 7,753,000 | 7,737,000 | -15,379,000 | 7,709,000 | 7,690,000 | 7,681,000 | -15,213,000 | 7,638,000 | |
| EBITDA | $28M | $23M | · | $23M | $29M | $28M | · | $25M | $18M | $19M | · | $15M | $17M | $16M | · | $26M |
Balanço Patrimonial 29
| 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 | $9M | $20M | $20M | $18M | $15M | $14M | $13M | $16M | $17M | $11M | · | $6M | $5M | $7M | · | $10M | |
| Receivables | $113M | $99M | $83M | $85M | $85M | $94M | $85M | $89M | $61M | $61M | · | $61M | $64M | $60M | · | $61M | |
| Inventory | $100M | $94M | $87M | $86M | $85M | $90M | $88M | $89M | $78M | $74M | · | $70M | $63M | $57M | · | $54M | |
| Prepaid Expense | $8M | $8M | $6M | $7M | $5M | $5M | $4M | $5M | $4M | $4M | · | $3M | $5M | $4M | · | $2M | |
| Current Assets | $235M | $224M | $201M | $198M | $191M | $206M | $195M | $201M | $162M | $151M | · | $140M | $137M | $127M | · | $130M | |
| PP&E (Net) | $77M | $78M | $79M | $78M | $74M | $72M | $71M | $70M | $64M | $62M | · | $61M | $60M | $59M | · | $56M | |
| PP&E (Gross) | $155M | $154M | $152M | $149M | $143M | $138M | $135M | $133M | $125M | $121M | · | $118M | $116M | $113M | · | $108M | |
| Accum. Depreciation | $78M | $76M | $73M | $71M | $69M | $67M | $64M | $63M | $61M | $59M | · | $57M | $56M | $54M | · | $51M | |
| Goodwill | $196M | $197M | $197M | $197M | $193M | $191M | $190M | $205M | $116M | $113M | $113M | $113M | $113M | $113M | $113M | $113M | |
| Intangibles | $135M | $138M | $141M | $143M | $142M | $143M | $144M | $135M | $62M | $63M | · | $65M | $66M | $67M | · | $69M | |
| Other Non-current Assets | $5M | $5M | $3M | $3M | $3M | $3M | $447.0K | $436.0K | $414.0K | $413.0K | · | $633.0K | $858.0K | $4M | · | $4M | |
| Total Assets | $682M | $675M | $655M | $653M | $635M | $643M | $629M | $639M | $422M | $408M | · | $400M | $398M | $391M | · | $388M | |
| Accounts Payable | $33M | $28M | $24M | $29M | $23M | $30M | $24M | $26M | $23M | $24M | · | $27M | $25M | $20M | · | $21M | |
| Accrued Liabilities | $23M | $26M | $29M | $30M | $25M | $29M | $30M | $30M | $21M | $16M | · | $19M | $17M | $17M | · | $26M | |
| Current Liabilities | $78M | $77M | $75M | $82M | $69M | $80M | $76M | $78M | $52M | $52M | · | $57M | $53M | $52M | · | $57M | |
| Capital Leases | $14M | $13M | $14M | $14M | $13M | $12M | $12M | $12M | $9M | · | · | · | · | · | · | $10M | |
| Deferred Tax | $14M | $12M | $9M | $8M | $5M | $5M | $3M | $2M | $182.0K | $575.0K | · | $443.0K | $458.0K | $0 | · | $4M | |
| Other Non-current Liabilities | $2M | $2M | $4M | $4M | $4M | $9M | $11M | $11M | $10M | $14M | · | $15M | $15M | $19M | · | $20M | |
| Total Liabilities | $219M | $236M | $231M | $249M | $249M | $282M | $286M | $309M | $112M | $113M | · | $127M | $138M | $144M | · | $162M | |
| Long-term Debt | $117M | $138M | $135M | $146M | $164M | $183M | $189M | $212M | $35M | $34M | · | $43M | $57M | $60M | · | $71M | |
| Total Debt | $117M | $138M | · | $146M | $164M | $183M | · | $212M | $35M | $34M | · | $43M | $57M | $60M | · | $71M | |
| Common Stock | $77.0K | $77.0K | $77.0K | $77.0K | $77.0K | $77.0K | $77.0K | $77.0K | $77.0K | $77.0K | · | $76.0K | $76.0K | $76.0K | · | $76.0K | |
| Paid-in Capital | $48M | $45M | $46M | $44M | $42M | $39M | $41M | $39M | $37M | $36M | · | $38M | $37M | $35M | · | $35M | |
| Retained Earnings | $413M | $392M | $375M | $357M | $341M | $324M | $307M | $290M | $274M | $260M | · | $236M | $224M | $212M | · | $194M | |
| Treasury Stock | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | $587.0K | · | $587.0K | $587.0K | $587.0K | · | $587.0K | |
| AOCI | $2M | $2M | $4M | $4M | $3M | $-2M | $-4M | $573.0K | $-497.0K | $-316.0K | · | $-869.0K | $-76.0K | $-117.0K | · | $-3M | |
| Stockholders' Equity | $462M | $439M | $424M | $404M | $385M | $361M | $343M | $329M | $310M | $295M | $286M | $272M | $260M | $246M | $238M | $226M | |
| Liabilities + Equity | $682M | $675M | $655M | $653M | $635M | $643M | $629M | $639M | $422M | $408M | · | $400M | $398M | $391M | · | $388M | |
| Shares Outstanding | 7,745,790 | 7,736,939 | 7,713,300 | 7,712,444 | · | 7,706,825 | 7,676,785 | 7,674,363 | 7,674,363 | 7,670,487 | · | 7,638,812 | 7,638,812 | 7,612,970 | · | 7,578,605 |
Fluxo de Caixa 15
| 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 | · | · | · | · | $5M | $5M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $838.0K | $897.0K | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-5M | $798.0K | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Other Non-cash | · | · | · | · | · | $-10M | · | · | · | $-7M | · | · | · | $-12M | · | · | |
| Operating Cash Flow | $16M | $3M | $17M | $36M | $25M | $14M | $24M | $20M | $12M | $11M | $13M | $18M | $9M | $2M | $18M | $-109.0K | |
| CapEx | · | · | · | · | $3M | $3M | · | $2M | $3M | $2M | · | $3M | $3M | $2M | $3M | $2M | |
| Investing Cash Flow | $-1M | $-2M | $-4M | $-15M | $-6M | $-3M | $-4M | $-197M | $-7M | $-2M | $-3M | $-3M | $-3M | $-2M | $-3M | $33M | |
| Debt Issued | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | · | · | · | · | |
| Net Debt Issued | · | $-3M | · | · | · | $-3M | · | · | · | $-2M | · | · | · | $-1M | · | · | |
| Financing Cash Flow | $-25M | $-2M | $-11M | $-17M | $-19M | $-11M | $-23M | $177M | $1M | $-3M | $-11M | $-14M | $-7M | $3M | $-21M | $-29M | |
| Net Change in Cash | $-11M | $-325.0K | $2M | $3M | $864.0K | $578.0K | $-3M | $-372.0K | $5M | $6M | $-1M | $1M | $-1M | $2M | $-5M | $4M | |
| Taxes Paid | $3M | $10.0K | $2M | $686.0K | $1M | $-468.0K | $3M | $4M | $6M | $0 | $394.0K | $2M | $8M | $-50.0K | $885.0K | $7M | |
| Free Cash Flow | · | · | · | · | · | $11M | · | · | · | $9M | · | · | · | $-456.0K | · | · | |
| Levered FCF | · | · | · | · | · | $9M | · | · | · | $8M | · | · | · | $-1M | · | · |
Lucratividade 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.3% | 28.8% | · | 27.7% | 28.8% | 28.4% | · | 28.6% | 30.0% | 28.6% | · | 27.5% | 29.6% | 29.4% | · | 26.3% | |
| Operating Margin | 16.2% | 15.2% | · | 15.1% | 16.1% | 15.6% | · | 17.1% | 16.3% | 15.2% | · | 14.9% | 17.0% | 13.1% | · | 26.8% | |
| Net Margin | 12.0% | 11.3% | · | 10.6% | 11.4% | 11.6% | · | 11.3% | 12.3% | 12.1% | · | 11.6% | 11.9% | 10.0% | · | 20.2% | |
| Pretax Margin | 15.2% | 14.0% | · | 13.6% | 14.3% | 13.7% | · | 14.6% | 15.8% | 14.6% | · | 14.0% | 16.0% | 12.2% | · | 26.0% | |
| EBITDA Margin | 16.2% | 15.2% | · | 15.1% | 19.2% | 18.7% | · | 17.1% | 16.3% | 18.0% | · | 14.9% | 17.0% | 16.0% | · | 26.8% | |
| ROA | 3.2% | 2.7% | · | 2.5% | 3.2% | 3.3% | · | 3.1% | 3.3% | 3.2% | · | 3.0% | 3.0% | 2.6% | · | 6.4% | |
| ROE | 4.9% | 4.4% | · | 4.5% | 4.9% | 5.2% | · | 5.4% | 4.8% | 4.7% | · | 4.7% | 5.1% | 4.4% | · | 9.4% | |
| ROIC | 3.8% | 3.3% | · | 3.3% | 3.5% | 3.6% | · | 3.5% | 4.0% | 4.0% | · | 3.9% | 4.0% | 3.4% | · | 6.8% |
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 | 3.0 | 2.9 | · | 2.4 | 2.8 | 2.6 | · | 2.6 | 3.1 | 2.9 | · | 2.5 | 2.6 | 2.4 | · | 2.3 | |
| Quick Ratio | 1.6 | 1.5 | · | 1.3 | 1.4 | 1.3 | · | 1.3 | 1.5 | 1.4 | · | 1.2 | 1.3 | 1.3 | · | 1.2 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | |
| LT Debt / Equity | 0.2 | 0.3 | · | 0.3 | 0.4 | 0.5 | · | 0.6 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.3 | |
| Interest Coverage | · | · | · | · | 9.1 | 8.2 | · | 7.1 | 31.1 | 25.2 | · | 16.1 | 15.6 | 14.8 | · | 30.9 |
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 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.3 | 1.2 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.4 | · | 1.9 | |
| Receivables Turnover | 1.8 | 1.6 | · | 1.8 | 2.1 | 1.9 | · | 1.9 | 1.8 | 1.7 | · | 1.6 | 1.6 | 1.8 | · | 2.1 |
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 | $632M | $609M | · | $598M | $589M | $548M | · | $462M | $417M | $407M | · | $390M | $386M | $380M | · | $319M | |
| Net Income TTM | $72M | $69M | · | $67M | $67M | $63M | · | $54M | $50M | $48M | · | $53M | $50M | $43M | · | $37M | |
| Market Cap | $2.05B | $1.50B | · | $1.54B | · | $1.55B | · | $2.43B | $2.03B | $1.93B | · | $1.23B | $1.48B | $988M | · | $651M | |
| Enterprise Value | $2.16B | $1.62B | · | $1.67B | · | $1.72B | · | $2.63B | $2.04B | $1.96B | · | $1.27B | $1.53B | $1.04B | · | $712M | |
| P/E | 28.6 | 22.0 | · | 23.1 | 28.3 | 24.7 | · | 45.2 | 41.1 | 40.5 | · | 29.7 | 29.9 | 21.3 | · | 17.9 | |
| P/S | 3.3 | 2.5 | · | 2.6 | · | 2.8 | · | 5.3 | 4.9 | 4.7 | · | 3.2 | 3.8 | 2.6 | · | 2.0 | |
| P/B | 4.4 | 3.4 | · | 3.8 | · | 4.3 | · | 7.4 | 6.5 | 6.6 | · | 4.5 | 5.7 | 4.0 | · | 2.9 | |
| P / Tangible Book | 15.7 | 14.4 | · | 24.3 | · | 56.6 | · | · | 15.3 | 16.3 | · | 13.1 | 18.3 | 15.0 | · | 14.6 | |
| P / Cash Flow | · | 467.5 | · | · | · | 112.6 | · | · | · | 181.6 | · | · | · | 573.7 | · | · | |
| P / FCF | · | · | · | · | · | 141.4 | · | · | · | 216.8 | · | · | · | -2167.7 | · | · | |
| EV / EBITDA | 76.9 | 69.1 | · | 71.3 | · | 62.1 | · | 106.0 | 113.8 | 103.4 | · | 84.4 | 89.9 | 66.7 | · | 27.4 | |
| EV / FCF | · | · | · | · | · | 156.8 | · | · | · | 219.4 | · | · | · | -2285.0 | · | · | |
| EV / Revenue | 3.4 | 2.7 | · | 2.8 | · | 3.1 | · | 5.7 | 4.9 | 4.8 | · | 3.3 | 4.0 | 2.7 | · | 2.2 | |
| Earnings Yield | 3.5% | 4.5% | · | 4.3% | 3.5% | 4.0% | · | 2.2% | 2.4% | 2.5% | · | 3.4% | 3.3% | 4.7% | · | 5.6% |
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 | $603M | $504M | $400M | $354M | $206M |
| Margem Bruta % | 28.3% | 29.1% | 28.1% | 25.5% | 24.8% |
| Margem Operacional % | 15.3% | 16.0% | 14.4% | 15.7% | 10.3% |
| Lucro líquido | $68M | $59M | $45M | $42M | $16M |
| EPS Diluído | $8.75 | $7.58 | $5.83 | $5.45 | $2.09 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.3 | 0.6 | 0.1 | 0.2 | 0.4 |
| Índice de liquidez corrente | 2.7 | 2.6 | 2.5 | 2.1 | 2.5 |
| Índice de Liquidez Seca | 1.4 | 1.3 | 1.2 | 1.1 | 1.5 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | — | $57M | $31M | $4M | $9M |
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos
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Investidores institucionais (13F) 298 declarantes · $1.6B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 45 (+10 vs trimestre anterior) | 31 (+1 vs trimestre anterior) | 83 (-9 vs trimestre anterior) | 91 (+3 vs trimestre anterior) | +479K |
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 |
|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $182.260.702 | 687.439 | 11,27% | Ações |
| WASATCH ADVISORS LP | $150.487.797 | 777.313 | 9,31% | Ações |
| NEUBERGER BERMAN GROUP LLC | $141.314.820 | 533.002 | 8,74% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $87.392.946 | 329.623 | 5,40% | Ações |
| STATE STREET CORP | $82.935.580 | 312.811 | 5,13% | Ações |
| AMERICAN CENTURY COMPANIES INC | $74.230.610 | 279.976 | 4,59% | Ações |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $59.249.662 | 223.474 | 3,66% | Ações |
| Boston Trust Walden Corp | $50.529.271 | 190.583 | 3,12% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $45.797.941 | 172.697 | 2,83% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $45.208.377 | 170.514 | 2,80% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $42.743.728 | 161.218 | 2,64% | Ações |
| AltraVue Capital, LLC | $30.461.568 | 114.893 | 1,88% | Ações |
| Swedbank AB | $27.971.215 | 105.500 | 1,73% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $26.074.607 | 98.347 | 1,61% | Ações |
| Annex Advisory Services, LLC | $25.244.182 | 130.394 | 1,56% | Ações |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $22.423.370 | 84.575 | 1,39% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $22.394.205 | 84.465 | 1,38% | Ações |
| ASHFORD CAPITAL MANAGEMENT INC | $20.910.736 | 108.010 | 1,29% | Ações |
| Owls Nest Partners IA, LLC | $19.813.430 | 74.731 | 1,23% | Ações |
| De Lisle Partners LLP | $19.677.115 | 74.302 | 1,22% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.428.461 | 73.279 | 1,20% | Ações |
| GENEVA CAPITAL MANAGEMENT LLC | $18.991.728 | 71.632 | 1,17% | Ações |
| Impax Asset Management Group plc | $14.714.715 | 55.500 | 0,91% | Ações |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $14.628.813 | 55.176 | 0,90% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $14.582.150 | 55.000 | 0,90% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $14.043.141 | 52.967 | 0,87% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.647.567 | 51.475 | 0,84% | Ações |
| BROWN CAPITAL MANAGEMENT LLC | $13.439.175 | 50.689 | 0,83% | Ações |
| Applied Fundamental Research, LLC | $13.388.535 | 50.498 | 0,83% | Ações |
| ROYCE & ASSOCIATES LP | $11.789.005 | 44.465 | 0,73% | Ações |
| Congress Wealth Management LLC / DE / | $11.267.249 | 46.147 | 0,70% | Ações |
| Rockefeller Capital Management L.P. | $10.469.188 | 39.487 | 0,65% | Ações |
| Palisades Investment Partners, LLC | $10.293.937 | 38.826 | 0,64% | Ações |
| RENAISSANCE GROUP LLC | $9.895.447 | 37.323 | 0,61% | Ações |
| Ranger Investment Management, L.P. | $9.552.634 | 36.030 | 0,59% | Ações |
| RAYMOND JAMES FINANCIAL INC | $9.487.412 | 35.784 | 0,59% | Ações |
| Legato Capital Management LLC | $9.359.354 | 35.301 | 0,58% | Ações |
| RICE HALL JAMES & ASSOCIATES, LLC | $9.023.434 | 34.034 | 0,56% | Ações |
| FIRST TRUST ADVISORS LP | $8.173.957 | 30.830 | 0,51% | Ações |
| Public Sector Pension Investment Board | $7.045.034 | 26.572 | 0,44% | Ações |
| CATALYST FINANCIAL PARTNERS LLC | $7.014.544 | 26.457 | 0,43% | Ações |
| Davidson Capital Management Inc. | $6.160.296 | 23.235 | 0,38% | Ações |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $6.018.451 | 22.700 | 0,37% | Ações |
| Bank of New York Mellon Corp | $5.663.177 | 21.360 | 0,35% | Ações |
| Point72 Asset Management, L.P. | $5.654.162 | 21.326 | 0,35% | Ações |
| NICHOLAS COMPANY, INC. | $5.496.410 | 20.731 | 0,34% | Ações |
| RHUMBLINE ADVISERS | $4.785.050 | 18.048 | 0,30% | Ações |
| CHATHAM CAPITAL GROUP, INC. | $4.516.224 | 17.034 | 0,28% | Ações |
| Bridge City Capital, LLC | $4.452.593 | 16.794 | 0,28% | Ações |
| LPL Financial LLC | $4.394.530 | 16.575 | 0,27% | Ações |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $4.105.273 | 15.484 | 0,25% | Ações |
| EFG International AG | $3.969.472 | 14.993 | 0,25% | Ações |
| Swiss National Bank | $3.897.411 | 14.700 | 0,24% | Ações |
| Brevan Howard Capital Management LP | $3.552.742 | 13.400 | 0,22% | Ações |
| ISTHMUS PARTNERS, LLC | $3.300.338 | 12.448 | 0,20% | Ações |
| EFG Asset Management (North America) Corp. | $3.298.466 | 16.520 | 0,20% | Ações |
| AMERIPRISE FINANCIAL INC | $3.181.029 | 11.998 | 0,20% | Ações |
| Legal & General Group Plc | $3.137.283 | 11.833 | 0,19% | Ações |
| MML INVESTORS SERVICES, LLC | $3.021.687 | 11.397 | 0,19% | Ações |
| GOLDMAN SACHS GROUP INC | $2.795.000 | 10.542 | 0,17% | Ações |
| JOHNSON INVESTMENT COUNSEL INC | $2.757.617 | 10.401 | 0,17% | Ações |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.488.520 | 10.009 | 0,15% | Ações |
| Diversify Advisory Services, LLC | $2.488.520 | 10.009 | 0,15% | Ações |
| OAK RIDGE INVESTMENTS LLC | $2.474.989 | 9.335 | 0,15% | Ações |
| Cubist Systematic Strategies, LLC | $2.287.369 | 11.460 | 0,14% | Ações |
| Susquehanna Portfolio Strategies, LLC | $2.247.772 | 8.478 | 0,14% | Ações |
| Motley Fool Asset Management LLC | $2.188.383 | 8.254 | 0,14% | Ações |
| UBS Group AG | $2.182.020 | 8.230 | 0,13% | Ações |
| PRUDENTIAL FINANCIAL INC | $2.141.720 | 8.078 | 0,13% | Ações |
| ALLIANCEBERNSTEIN L.P. | $2.122.437 | 10.963 | 0,13% | Ações |
| Maridea Wealth Management LLC | $2.094.792 | 7.901 | 0,13% | Ações |
| BANK OF AMERICA CORP /DE/ | $2.052.902 | 7.743 | 0,13% | Ações |
| B. Metzler seel. Sohn & Co. AG | $1.981.847 | 7.475 | 0,12% | Ações |
| LEVEL FOUR ADVISORY SERVICES, LLC | $1.841.328 | 6.945 | 0,11% | Ações |
| Apollon Wealth Management, LLC | $1.792.809 | 6.762 | 0,11% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.773.763 | 9.162 | 0,11% | Ações |
| Cetera Investment Advisers | $1.653.548 | 6.237 | 0,10% | Ações |
| TRUIST FINANCIAL CORP | $1.637.948 | 6.178 | 0,10% | Ações |
| BlackRock, Inc. | $1.591.841 | 6.004 | 0,10% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.464.313 | 5.523 | 0,09% | Ações |
| Pathstone Holdings, LLC | $1.417.958 | 5.348 | 0,09% | Ações |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $1.370.192 | 5.168 | 0,08% | Ações |
| MORGAN STANLEY | $1.341.042 | 5.058 | 0,08% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1.329.362 | 5.014 | 0,08% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.325.650 | 5.000 | 0,08% | Opção de compra |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.264.935 | 4.771 | 0,08% | Ações |
| Laurus Investment Counsel Inc. | $1.242.912 | 6.420 | 0,08% | Ações |
| CITADEL ADVISORS LLC | $1.217.742 | 4.593 | 0,08% | Ações |
| MetLife Investment Management, LLC | $1.179.563 | 4.449 | 0,07% | Ações |
| MARSHALL WACE, LLP | $1.159.944 | 4.375 | 0,07% | Ações |
| ANCHOR CAPITAL ADVISORS LLC | $1.133.431 | 4.275 | 0,07% | Ações |
| ZB,N.A. | $1.093.204 | 4.471 | 0,07% | Ações |
| VANGUARD GROUP INC | $1.045.095 | 4.707 | 0,06% | Ações |
| XTX Topco Ltd | $1.038.249 | 3.916 | 0,06% | Ações |
| Illinois Municipal Retirement Fund | $1.024.462 | 3.864 | 0,06% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $989.465 | 3.732 | 0,06% | Ações |
| Peterson Wealth Services | $945.984 | 3.568 | 0,06% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $927.160 | 3.497 | 0,06% | Ações |
| Russell Investments Group, Ltd. | $906.214 | 3.418 | 0,06% | Ações |
| Vident Advisory, LLC | $902.237 | 3.403 | 0,06% | Ações |
Executivos da empresa 28 insiders · 5 diretores · 4 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Ronald J Lataille | Chief Financial Officer | 4 de Junho de 2026 A | 20.352 | 0 | 0 | $0 |
| Mitchell Rock | President | 4 de Junho de 2026 A | 39.115 | 0 | 0 | $0 |
| Ryan K Stafford | SVP Human Resources | 4 de Junho de 2026 A | 1.448 | 0 | 0 | $0 |
| Christopher P. Litterio | Senior Vice President | 8 de Maio de 2025 S | 12.585 | 0 | 0 | $0 |
| Steve Cardin | Vice President | 3 de Março de 2025 F | 5.623 | 0 | 0 | $0 |
| Joseph John Hassett | Conselheiro | 4 de Junho de 2026 A | 2.425 | 0 | 0 | $0 |
| Marc D Kozin | Conselheiro | 4 de Junho de 2026 A | 28.112 | 0 | 0 | $0 |
| Thomas Oberdorf | Conselheiro | 4 de Junho de 2026 A | 13.219 | 0 | 0 | $0 |
| Daniel C Croteau | Conselheiro | 4 de Junho de 2026 A | 1.657 | 0 | 0 | $0 |
| Symeria Hudson | — | 13 de Agosto de 2026 M | 1.225 | 0 | 1 | $-625.141 |
| Cynthia L Feldmann | — | 13 de Agosto de 2026 S | 4.476 | 0 | 3 | $-611.409 |
| Jeffrey R Bailly | — | 10 de Agosto de 2026 S | 0 | 0 | 7 | $-9.110.272 |
| Jason Holt | — | 6 de Agosto de 2026 S | 7.878 | 0 | 1 | $-348.700 |
| Robert W Pierce Jr | — | 9 de Junho de 2021 A | 63.518 | 0 | 0 | $0 |
| Lucia Luce Quinn | — | 9 de Junho de 2021 A | 6.086 | 0 | 0 | $0 |
| Daniel J Shaw | — | 1 de Março de 2021 F | 12.090 | 0 | 0 | $0 |
| David W Smith | — | 2 de Março de 2020 F | 17.829 | 0 | 0 | $0 |
| David K Stevenson | — | 5 de Maio de 2017 M | 18.103 | 0 | 0 | $0 |
| Kenneth L Gestal | — | 23 de Novembro de 2015 M | 3.329 | 0 | 0 | $0 |
| David Bartlett Gould | — | 6 de Maio de 2015 M | 58.506 | 0 | 0 | $0 |
| Richard Lesavoy | — | 14 de Maio de 2013 S | 103.426 | 0 | 0 | $0 |
| Richard L Bailly | — | 8 de Junho de 2011 A | 19.734 | 0 | 0 | $0 |
| Michael John Ross | — | 4 de Junho de 2008 A | — | 0 | 0 | $0 |
| Yorktown Avenue Capital, LLC | — | 27 de Novembro de 2006 P | 171.153 | 0 | 0 | $0 |
| William Shaw | — | 17 de Agosto de 2006 S | 288.924 | 0 | 0 | $0 |
| WORRELL PETER R | — | 8 de Junho de 2006 A | 0 | 0 | 0 | $0 |
| William C Curry | — | 16 de Maio de 2006 M | 7.252 | 0 | 0 | $0 |
| Wayne G Williams | — | 16 de Maio de 2005 A | 53.731 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 9 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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC ×4 declarações | 4 de Abril de 2019 | — | Declaração inicial | — | SEC |
| Thomas E. Lynch, Scott P. Scharfman, Mill Road Capital II GP LLC, Mill Road Capital II, L.P. | 19 de Setembro de 2016 | — | Declaração inicial | — | SEC |
| Mill Road Capital II, L.P., Mill Road Capital II GP LLC, Thomas E. Lynch, Scott P. Scharfman | 19 de Fevereiro de 2016 | — | Declaração inicial | — | SEC |
| Nantahala Capital Management, LLC (2) | 25 de Julho de 2011 | — | Declaração inicial | — | SEC |
| Boston Avenue Capital, LLC, Yorktown Avenue Capital, LLC, Value Fund Advisors, LLC, Charles M. Gillman ×2 declarações | 13 de Março de 2007 | — | Declaração inicial | Investimento passivo | SEC |
| Yorktown Avenue Capital, LLC, Value Fund Advisors, LLC, Charles M. Gillman | 15 de Maio de 2006 | — | Declaração inicial | — | SEC |
| R. Jeffrey Bailly ×2 declarações | 24 de Março de 2006 | — | Declaração inicial | — | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada | 26 de Fevereiro de 2001 | — | Declaração inicial | — | SEC |
| Pessoa de relato não divulgada | 14 de Fevereiro de 2001 | — | 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 62 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 |
|---|---|---|---|---|
| TMFS · RBB Fund, Inc. | 3,25% | 8.754 NS | 31 de Maio de 2026 | N-PORT |
| CSMD · Professionally Managed Portfolios | 2,05% | 46.421 NS | 30 de Abril de 2026 | N-PORT |
| PSCH · Invesco Exchange-Traded Fund Trust … | 1,23% | 6.716 SH | 8 de Agosto de 2026 | Diário |
| NBSM · Neuberger Berman ETF Trust | 1,07% | 10.992 NS | 31 de Maio de 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 0,56% | 2.456 SH | 8 de Agosto de 2026 | Diário |
| JSMD · Janus Detroit Street Trust | 0,34% | 17.236 NS | 30 de Abril de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,33% | 17.752 NS | 30 de Abril de 2026 | N-PORT |
| IJT · iShares Trust | 0,27% | 71.744 SH | 8 de Agosto de 2026 | Diário |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,22% | 9.209 SH | 8 de Agosto de 2026 | Diário |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 5.495 NS | 30 de Abril de 2026 | N-PORT |
| XJR · iShares Trust | 0,15% | 918 SH | 8 de Agosto de 2026 | Diário |
| IWO · iShares Trust | 0,15% | 69.232 SH | 8 de Agosto de 2026 | Diário |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,14% | 1.165 SH | 8 de Agosto de 2026 | Diário |
| IJR · iShares Trust | 0,13% | 472.204 SH | 8 de Agosto de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,12% | 8.178 SH | 8 de Agosto de 2026 | Diário |
| NUSC · Nushares ETF Trust | 0,11% | 7.609 NS | 30 de Abril de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,11% | 27.070 SH | 8 de Agosto de 2026 | Diário |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,11% | 13.796 NS | 31 de Maio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 797 SH | 8 de Agosto de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 2.943 NS | 30 de Abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,08% | 93 NS | 31 de Maio de 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,08% | 732 NS | 31 de Maio de 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 194.137 SH | 8 de Agosto de 2026 | Diário |
| ISCG · iShares Trust | 0,08% | 2.404 SH | 8 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,07% | 6.212 SH | 8 de Agosto de 2026 | Diário |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,07% | 1.657 NS | 30 de Abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 43.885 SH | 8 de Agosto de 2026 | Diário |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 3.580 NS | 30 de Abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,05% | 32 NS | 30 de Abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 4.892 SH | 8 de Agosto de 2026 | Diário |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,05% | 3.419 SH | 8 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,04% | 3.293 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 354 NS | 31 de Maio de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,04% | 92 NS | 30 de Abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 349 SH | 8 de Agosto de 2026 | Diário |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 37.076 NS | 31 de Maio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 25.283 NS | 30 de Abril de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,03% | 22.024 SH | 8 de Agosto de 2026 | Diário |
| UWM · ProShares Trust | 0,02% | 277 NS | 31 de Maio de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 498 SH | 8 de Agosto de 2026 | Diário |
| FHLC · FIDELITY COVINGTON TRUST | 0,02% | 3.350 NS | 30 de Abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 905 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 88.733 SH | 8 de Agosto de 2026 | Diário |
| URTY · ProShares Trust | 0,02% | 280 NS | 31 de Maio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 290 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 294 NS | 31 de Maio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 17.368 NS | 30 de Abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 7 NS | 31 de Maio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 4.746 NS | 30 de Abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 2.957 NS | 31 de Maio de 2026 | N-PORT |