UMBF UMB Financial Corporation - Common Stock
$149,02
Preço · Ago 19, 2026
Fundamentais a partir de Abr 30, 2026
Intervalo 52 Semanas
$103–$153
91% of range
Classificação do Analista
BUY
19 analysts
Preço-Alvo
$167
+12% upside
P/E (TTM)
16.0
ROE
9.4%
Margem de Lucro Líquido
26.5%
Sobre UMB Financial Corporation - Common Stock Visão geral da empresa da Wikipedia
UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.
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UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.
UMB Financial is the parent company of UMB Bank, which ranks as one of America's Best Banks by Forbes and S&P Global Market Intelligence, based on eight financial measures of asset quality, capital adequacy and profitability. UMB operates banking and wealth management centers in Missouri, Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.
History
In 1919, W.T. Kemper and Associates bought shares in City Center Bank, and R. Crosby Kemper became the president of the company. In 1926, the bank built a six-story headquarters, adding a drive-up service window in 1928. In 1934, the bank was renamed City National Bank and Trust Company and moved to Kansas City's financial center. In 1959, R. Crosby Kemper Jr. (a third generation banker from the Kemper family) became president of the bank and led the installation of its first computer processing system. City National acquired several other banks over the years as banking laws changed. In 1969, it reorganized as a holding company, Missouri Bancshares, which changed its name to United Missouri Bancshares (UMB) in 1971.
In 1987, UMB acquired FCB Corp. and its three banks in Southern Illinois. In 1992, UMB expanded into Colorado with the purchase of Valley Bank and National Bank of the West in Colorado Springs. UMB acquired Denver's Columbine National Bank in 1992, and in 1994, all of UMB's Colorado banks were merged into one entity, UMB Bank Colorado. To reflect its expansion outside of Missouri, UMB changed its name to the current UMB Financial Corporation in 1994. In 1995, UMB acquired Oklahoma Bank and its holding company, First Sooner Bancshares. That same year, UMB entered the online banking market in conjunction with Visa Interactive.
In 2001, UMB purchased Sunstone Financial Group Inc. and rebranded it to UMB Fund Services, Inc. It followed in 2002 with its purchase of State Street Bank & Trust Company of Missouri. In 2001 UMB also established Scout Investment Advisors Inc.
In February 2002, the UMB acquired naming rights to St. Louis' Riverport Amphitheatre and renamed it UMB Bank Pavilion. This agreement expired in 2006, after which Verizon Wireless purchased naming rights. In 2004, Peter deSilva became the president and Mariner Kemper became chairman and CEO of UMB Financial Corporation.
In June 2015, UMB acquired Marquette Financial Companies, which expanded its operations into the U.S states of Minnesota, Texas and Arizona.
In April 2017, the firm sold Reams Asset Management and Scouts Investments to Raymond James Financial for $172.5 million.
In December 2019, UMB had 91 branches located across eight U.S. states: Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas.
UMB acquired Heartland Financial in 2025, bringing it into five more states, including California, Minnesota, New Mexico, Iowa and Wisconsin (which used state and regional-focused brands for their ten banking divisions, all of which have taken the new UMB Bank name), and merged banking and marketing operations in full by the end of the year, with physical signage replaced with UMB branding in mid-October.
As of January 2026, UMB has 211 domestic locations in 14 states: Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.
Lines of business
Accounts Receivable Financing
Commercial Banking and Lending
Healthcare Services: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
Institutional Banking and Lending
Personal Banking: Private Wealth Management and Consumer Banking
Small Business Banking
Transportation Finance
Subsidiaries
Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment adviser that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
UMBF Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$149.02
Capitalização de Mercado
$11.32B
P/E (TTM)
16.0
EPS (TTM)
$9.29
Receita (TTM)
—
Rendimento div.
1.2%
ROE
9.4%
Dívida/Capital
—
Intervalo 52 Semanas
$103 – $153
UMBF 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
—
EPS
$9.29
2016-12-31
→
2025-12-31
Fluxo de caixa livre
$978M
2016-12-31
→
2025-12-31
Margens
26.5%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
UMBF
Mediana de Pares
P/E (TTM)
16.0
12.1
P/S (TTM)
4.3
2.3
P/B
1.5
1.1
Price / FCF (Preço / FCF)
11.6
—
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
UMBF
Mediana de Pares
Net Profit Margin (Margem de Lucro Líquido)
26.5%
28.3%
ROA
1.1%
1.2%
ROE
9.4%
11.1%
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
UMBF
Mediana de Pares
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
UMBF
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
62.8%
—
Revenue CAGR 3Y (CAGR Receita 3A)
21.8%
—
Revenue CAGR 5Y (CAGR Receita 5A)
15.5%
—
EPS YoY
3.3%
—
Net Income YoY (Lucro Líquido Ano a Ano)
59.2%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
UMBF
Mediana de Pares
Payout Ratio (Índice de Pagamento)
19.3%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
1.2%
Índice de Pagamento
19.3%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 10 de Junho de 2026 | $0,4300 |
| 10 de Março de 2026 | $0,4300 |
| 10 de Dezembro de 2025 | $0,4300 |
| 10 de Setembro de 2025 | $0,4000 |
| 10 de Junho de 2025 | $0,4000 |
| 10 de Março de 2025 | $0,4000 |
| 10 de Dezembro de 2024 | $0,4000 |
| 10 de Setembro de 2024 | $0,3900 |
| 10 de Junho de 2024 | $0,3900 |
| 8 de Março de 2024 | $0,3900 |
| 8 de Dezembro de 2023 | $0,3900 |
| 8 de Setembro de 2023 | $0,3800 |
| 9 de Junho de 2023 | $0,3800 |
| 9 de Março de 2023 | $0,3800 |
| 9 de Dezembro de 2022 | $0,3800 |
| 9 de Setembro de 2022 | $0,3700 |
| 9 de Junho de 2022 | $0,3700 |
| 9 de Março de 2022 | $0,3700 |
| 9 de Dezembro de 2021 | $0,3700 |
| 9 de Setembro de 2021 | $0,3700 |
UMBF Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
19 analistas
- Compra forte 4 21,1%
- Compra 12 63,2%
- Manter 3 15,8%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
13 analistas · 2026-08-16
Mediana
$167.00
← Abaixo de todos os alvos
$149.02
Mín
$159.00
Máx
$181.00
Alvo mediano
$167.00
+12,1%
Alvo médio
$167.31
+12,3%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.16%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $3.56 | $3.19 | 0.37% |
| 31 de Março de 2026 | $3.35 | $2.86 | 0.49% |
| 31 de Dezembro de 2025 | $2.74 | $2.60 | 0.14% |
| 30 de Setembro de 2025 | $2.36 | $2.50 | -0.14% |
| 30 de Junho de 2025 | $2.82 | $2.44 | 0.38% |
| 31 de Março de 2025 | $1.94 | $2.24 | -0.30% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| WBS | — | 10.7 | 11.9% | — | — | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | — |
| SSB | $9.33B | 12.0 | 56.1% | 29.8% | 8.9% | — |
| CFR | — | 12.8 | 8.3% | 29.0% | 14.8% | — |
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | — |
| ONB | $8.69B | 12.5 | — | 26.5% | 8.1% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $919M | $224M | $46M | $77M | $192M | $122M | $58M | $28M | $19M | $14M | |
| Interest Income | $3.35B | $2.17B | $1.84B | $1.14B | $862M | $808M | $863M | $732M | $617M | $523M | $431M | $364M | |
| Pretax Income | $875M | $541M | $422M | $532M | $429M | $339M | $286M | $224M | $236M | $199M | $128M | $166M | |
| Income Tax | $173M | $100M | $72M | $100M | $76M | $52M | $42M | $27M | $53M | $45M | $32M | $45M | |
| Net Income | $702M | $441M | $350M | $432M | $353M | $287M | $244M | $196M | $247M | $159M | $116M | $121M | |
| EPS (Basic) | $9.35 | $9.05 | $7.22 | $8.93 | $7.31 | $5.95 | $4.99 | $3.97 | $5.02 | $3.25 | $2.46 | $2.69 | |
| EPS (Diluted) | $9.29 | $8.99 | $7.18 | $8.86 | $7.24 | $5.93 | $4.96 | $3.93 | $4.96 | $3.22 | $2.44 | $2.65 | |
| Shares (Basic) | 73,259,082 | 48,747,814 | 48,503,643 | 48,340,922 | 48,271,462 | 48,137,791 | 48,779,263 | 49,334,937 | 49,223,661 | 48,828,313 | 47,126,252 | 44,844,578 | |
| Shares (Diluted) | 73,670,643 | 49,056,956 | 48,763,820 | 48,747,399 | 48,738,292 | 48,343,750 | 49,089,877 | 49,770,737 | 49,839,290 | 49,277,055 | 47,579,334 | 45,445,283 | |
| EBITDA | · | · | · | · | · | · | · | · | · | $-2M | $-3M | · |
Balanço Patrimonial 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $7.77B | $8.45B | $5.53B | $1.56B | $9.21B | $3.50B | $1.67B | $1.67B | $1.72B | $1.06B | $819M | $1.79B | |
| PP&E (Net) | $398M | $222M | $242M | $264M | $271M | $293M | $300M | $284M | $276M | $289M | $281M | $258M | |
| PP&E (Gross) | $1.13B | $913M | $894M | $876M | $849M | $835M | $804M | $758M | $709M | $701M | $659M | $598M | |
| Goodwill | $1.84B | $207M | $207M | $207M | $175M | $181M | $181M | $181M | $181M | $181M | $228M | $210M | |
| Intangibles | $487M | $64M | $71M | $71M | $14M | $21M | $28M | $15M | $20M | $27M | $47M | $44M | |
| Total Assets | $73.09B | $50.41B | $44.01B | $38.51B | $42.69B | $33.13B | $26.56B | $23.35B | $21.77B | $20.68B | $19.09B | $17.50B | |
| Short-term Debt | · | · | $1.80B | · | · | · | · | · | · | · | $5M | · | |
| Total Liabilities | $65.40B | $46.94B | $40.91B | $35.85B | $39.55B | $30.11B | $23.95B | $21.12B | $19.59B | $18.72B | $17.20B | $15.86B | |
| Long-term Debt | $474M | $385M | $383M | $381M | $272M | $270M | $70M | $83M | $79M | $77M | $86M | $9M | |
| Total Debt | · | · | $1.80B | · | · | · | · | · | · | · | $5M | · | |
| Common Stock | $79M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | $55M | |
| Retained Earnings | $3.74B | $3.17B | $2.81B | $2.54B | $2.18B | $1.89B | $1.67B | $1.49B | $1.34B | $1.14B | $1.03B | $964M | |
| Treasury Stock | $165M | $336M | $343M | $347M | $323M | $338M | $278M | $274M | $212M | $211M | $212M | $281M | |
| AOCI | $-262M | $-573M | $-557M | $-703M | $126M | $318M | $83M | $-96M | $-46M | $-58M | $-4M | $11M | |
| Stockholders' Equity | $7.69B | $3.47B | $3.10B | $2.67B | $3.15B | $3.02B | $2.61B | $2.23B | $2.18B | $1.96B | $1.89B | $1.64B | |
| Liabilities + Equity | $73.09B | $50.41B | $44.01B | $38.51B | $42.69B | $33.13B | $26.56B | $23.35B | $21.77B | $20.68B | $19.09B | $17.50B | |
| Shares Outstanding | 75,960,675 | 48,814,177 | 48,554,127 | 48,319,404 | 48,430,805 | 48,006,386 | 49,097,606 | 49,117,222 | 49,894,990 | 49,673,056 | 49,396,366 | 45,532,188 |
Fluxo de Caixa 19
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $142M | $53M | $59M | $54M | $56M | $63M | $56M | $53M | $55M | $-2M | $-3M | $46M | |
| Stock-based Comp | $38M | $23M | $19M | $21M | $21M | $15M | $15M | $11M | $13M | $12M | $11M | $10M | |
| Deferred Tax | $83M | $-16M | $-20M | $-6M | $-13M | $-5M | $-153.0K | $-20M | $60M | $2M | $-645.0K | $-11M | |
| Amort. of Intangibles | $94M | $8M | $9M | $5M | $5M | $7M | $6M | $6M | $7M | $9M | $8M | $12M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $125M | $92M | · | |
| Operating Cash Flow | $1.03B | $225M | $473M | $770M | $534M | $374M | $340M | $296M | $327M | $296M | $212M | $246M | |
| CapEx | $49M | $20M | $23M | $52M | $34M | $60M | $72M | $58M | $36M | $51M | $54M | $45M | |
| Investing Cash Flow | $-5.62B | $-3.26B | $-1.27B | $-3.85B | $-4.24B | $-4.49B | $-2.99B | $-1.75B | $-479M | $-1.50B | $-1.33B | · | |
| Debt Issued | · | · | · | $110M | · | $200M | $19M | $4M | $3M | $2M | $2M | $5M | |
| Net Debt Issued | $-200M | · | · | $110M | · | $200M | $14M | $2M | $1M | $-10M | $-8M | $4M | |
| Stock Issued | $235M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $18M | $8M | $8M | $32M | $6M | $64M | $4M | $77M | $15M | $16M | $8M | $6M | |
| Net Stock Activity | $218M | $-8M | $-8M | $-32M | $-6M | $-64M | $-4M | $-77M | $-15M | $-16M | $-8M | $-6M | |
| Dividends Paid | $136M | $77M | $74M | $72M | $67M | $60M | $59M | $58M | $52M | $49M | $46M | $41M | |
| Financing Cash Flow | $3.92B | $5.96B | $4.77B | $-4.58B | $9.42B | $5.95B | $2.64B | $1.41B | $804M | $1.45B | $150M | · | |
| Net Change in Cash | $-677M | $2.92B | $3.97B | $-7.66B | $5.72B | $1.83B | $-5M | $-42M | $652M | $245M | $-968M | $-795M | |
| Taxes Paid | $63M | $77M | $79M | $102M | $93M | $34M | $2M | $63M | $46M | · | · | · | |
| Free Cash Flow | $978M | $201M | $446M | $718M | $500M | $313M | $269M | $239M | $290M | $246M | $157M | $199M | |
| Levered FCF | · | · | $-317M | $536M | $463M | $248M | $106M | $132M | $245M | $224M | $144M | $189M |
Lucratividade 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.5% | 27.1% | 23.9% | 29.4% | 27.5% | 22.2% | 22.2% | 19.3% | 25.1% | 16.4% | 13.2% | 14.2% | |
| Pretax Margin | 33.0% | 33.2% | 28.8% | 36.2% | 33.5% | 26.2% | 26.1% | 22.1% | 24.1% | 21.3% | 18.1% | 19.4% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | -0.24% | -0.31% | · | |
| ROA | 1.1% | 0.93% | 0.85% | 1.1% | 0.93% | 0.96% | 0.98% | 0.87% | 1.2% | 0.80% | 0.63% | 0.70% | |
| ROE | 9.4% | 12.6% | 11.8% | 16.6% | 11.3% | 9.8% | 9.4% | 8.8% | 11.5% | 8.0% | 6.1% | 7.4% |
Liquidez e Solvência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.6 | · | · | · | · | · | · | · | 0.0 | · |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 62.8% | 11.4% | -0.41% | 14.4% | -0.67% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 21.8% | 8.3% | 4.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 3.3% | 25.2% | -19.0% | 22.4% | 22.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.6% | 7.5% | 6.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 59.2% | 26.1% | -18.9% | 22.3% | 23.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 17.6% | 7.7% | 6.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 17.6% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 17
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.65B | $1.63B | $1.46B | $1.47B | $1.28B | $1.29B | $1.10B | $1.01B | $982M | $898M | $783M | $849M | |
| Net Income TTM | $702M | $441M | $350M | $432M | $353M | $287M | $244M | $196M | $247M | $159M | $116M | $121M | |
| Market Cap | $8.74B | $5.51B | $4.06B | $4.04B | $5.14B | $3.31B | $3.37B | $2.99B | $3.59B | $3.83B | $2.30B | $2.59B | |
| Enterprise Value | · | · | $328M | · | · | · | · | · | · | · | $1.49B | · | |
| P/E | 12.4 | 12.6 | 11.6 | 9.4 | 14.7 | 11.6 | 13.8 | 15.5 | 14.5 | 24.0 | 19.1 | 21.5 | |
| P/S | 3.3 | 3.4 | 2.8 | 2.7 | 4.0 | 2.6 | 3.1 | 3.0 | 3.7 | 4.3 | 2.9 | 3.1 | |
| P/B | 1.1 | 1.6 | 1.3 | 1.5 | 1.6 | 1.1 | 1.3 | 1.3 | 1.6 | 2.0 | 1.2 | 1.6 | |
| P / Tangible Book | 1.6 | 1.7 | 1.4 | 1.7 | 1.7 | 1.2 | · | · | · | · | · | · | |
| P / Cash Flow | 8.5 | 24.5 | 8.6 | 5.2 | 9.6 | 8.9 | 9.9 | 10.1 | 11.0 | 12.9 | 10.9 | 10.6 | |
| P / FCF | 8.9 | 27.4 | 9.1 | 5.6 | 10.3 | 10.6 | 12.5 | 12.5 | 12.4 | 15.6 | 14.6 | 13.0 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | -544.7 | · | |
| EV / FCF | · | · | 0.7 | · | · | · | · | · | · | · | 9.4 | · | |
| EV / Revenue | · | · | 0.2 | · | · | · | · | · | · | · | 1.9 | · | |
| Dividend Yield | 1.6% | 1.4% | 1.8% | 1.8% | 1.3% | 1.8% | 1.8% | 1.9% | 1.5% | 1.3% | 2.0% | 1.6% | |
| Earnings Yield | 8.1% | 8.0% | 8.6% | 10.6% | 6.8% | 8.6% | 7.2% | 6.5% | 6.9% | 4.2% | 5.2% | 4.7% | |
| Payout Ratio | 19.3% | 17.5% | 21.2% | 16.7% | 18.9% | 21.0% | 24.4% | 29.8% | 21.0% | 30.9% | 39.6% | 34.3% | |
| Annual Payout | $136M | $77M | $74M | $72M | $67M | $60M | $59M | $58M | $52M | $49M | $46M | $41M |
Demonstração de Resultados 9
| Métrica | Tendência | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $293M | $281M | · | $250M | $236M | $167M | · | $67M | $24M | |
| Interest Income | $867M | $887M | $879M | $851M | $738M | $555M | $558M | $538M | $520M | $497M | $472M | $461M | $409M | $367M | $300M | $249M | |
| Pretax Income | $331M | $270M | $237M | $275M | $93M | $145M | $136M | $127M | $134M | $81M | $119M | $110M | $112M | $124M | $109M | $174M | |
| Income Tax | $70M | $55M | $48M | $58M | $12M | $25M | $26M | $26M | $24M | $10M | $23M | $20M | $19M | $24M | $21M | $36M | |
| Net Income | $261M | $215M | $188M | $217M | $81M | $120M | $110M | $101M | $110M | $71M | $97M | $90M | $92M | $100M | $88M | $138M | |
| EPS (Basic) | $3.36 | $2.91 | $2.38 | $2.84 | $1.22 | $2.45 | $2.25 | $2.08 | $2.27 | $1.46 | $1.99 | $1.86 | $1.91 | $2.07 | $1.82 | $2.85 | |
| EPS (Diluted) | $3.35 | $2.90 | $2.36 | $2.82 | $1.21 | $2.44 | $2.23 | $2.07 | $2.25 | $1.45 | $1.98 | $1.85 | $1.90 | $2.05 | $1.81 | $2.83 | |
| Shares (Basic) | 76,032,620 | -143,671,205 | 75,943,943 | 75,923,082 | 65,063,262 | -97,435,409 | 48,775,072 | 48,744,636 | 48,663,515 | -96,971,426 | 48,525,776 | 48,514,277 | 48,435,016 | -96,713,273 | 48,300,129 | 48,347,226 | |
| Shares (Diluted) | 76,399,233 | -144,434,031 | 76,366,818 | 76,241,798 | 65,496,058 | -97,916,669 | 49,078,497 | 48,974,265 | 48,920,863 | -97,413,851 | 48,762,696 | 48,668,413 | 48,746,562 | -97,407,546 | 48,648,804 | 48,673,964 |
Balanço Patrimonial 17
| Métrica | Tendência | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6.26B | $7.77B | $8.84B | $11.00B | $10.61B | $8.45B | $7.28B | $5.02B | $6.94B | · | $3.93B | $3.74B | $3.52B | · | $2.01B | $2.12B | |
| PP&E (Net) | $391M | $398M | $399M | $395M | $391M | $222M | $222M | $227M | $232M | · | $249M | $255M | $261M | · | $261M | $258M | |
| PP&E (Gross) | · | $1.13B | · | · | · | $913M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.84B | $1.84B | $1.84B | $1.81B | $1.80B | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $207M | $182M | $182M | |
| Intangibles | $463M | $487M | $511M | $532M | $557M | $64M | $66M | $67M | $69M | · | $73M | $75M | $76M | · | $13M | $14M | |
| Total Assets | $72.67B | $73.09B | $71.88B | $71.76B | $69.35B | $50.41B | $47.50B | $44.47B | $45.34B | · | $41.46B | $41.24B | $40.61B | · | $37.58B | $37.51B | |
| Short-term Debt | · | · | · | · | · | · | $1.05B | $1.30B | $1.80B | · | $2.30B | $1.80B | $2.80B | · | · | · | |
| Total Liabilities | $64.85B | $65.40B | $64.44B | $64.47B | $62.60B | $46.94B | $43.96B | $41.24B | $42.19B | · | $38.66B | $38.41B | $37.79B | · | $35.06B | $34.86B | |
| Long-term Debt | $477M | $474M | $471M | $657M | $654M | $385M | $385M | $384M | $384M | · | $383M | $382M | $382M | · | $382M | $273M | |
| Total Debt | · | · | · | · | · | · | $1.05B | $1.30B | $1.80B | · | $2.30B | $1.80B | $2.80B | · | · | · | |
| Common Stock | $79M | $79M | $79M | $79M | $79M | $55M | $55M | $55M | $55M | · | $55M | $55M | $55M | · | $55M | $55M | |
| Retained Earnings | $3.96B | $3.74B | $3.56B | $3.41B | $3.22B | $3.17B | $3.07B | $2.98B | $2.90B | · | $2.76B | $2.68B | $2.61B | · | $2.45B | $2.38B | |
| Treasury Stock | $180M | $165M | $165M | $166M | $167M | $336M | $337M | $339M | $339M | · | $344M | $344M | $344M | · | $347M | $347M | |
| AOCI | $-331M | $-262M | $-325M | $-442M | $-493M | $-573M | $-396M | $-606M | $-595M | · | $-792M | $-686M | $-627M | · | $-759M | $-565M | |
| Stockholders' Equity | $7.83B | $7.69B | $7.44B | $7.29B | $6.75B | $3.47B | $3.54B | $3.23B | $3.15B | $3.10B | $2.81B | $2.83B | $2.81B | $2.67B | $2.52B | $2.64B | |
| Liabilities + Equity | $72.67B | $73.09B | $71.88B | $71.76B | $69.35B | $50.41B | $47.50B | $44.47B | $45.34B | · | $41.46B | $41.24B | $40.61B | · | $37.58B | $37.51B | |
| Shares Outstanding | 75,977,250 | 75,960,675 | 75,953,713 | 75,927,002 | 75,917,456 | 48,814,177 | 48,797,672 | 48,745,090 | 48,743,348 | · | 48,529,097 | 48,517,750 | 48,507,116 | · | 48,309,638 | 48,305,286 |
Fluxo de Caixa 18
| Métrica | Tendência | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $35M | $37M | $37M | $38M | $29M | $13M | $13M | $13M | $14M | $14M | $15M | $15M | $15M | $14M | $14M | $13M | |
| Stock-based Comp | $13M | $9M | $8M | $8M | $13M | $7M | $5M | $6M | $5M | $6M | $4M | $4M | $5M | $5M | $5M | $6M | |
| Deferred Tax | $21M | $58M | $1M | $7M | $17M | $-9M | $55.0K | $-4M | $-3M | $-9M | $-788.0K | $-7M | $-4M | $24.0K | $-7M | $2M | |
| Amort. of Intangibles | $23M | $25M | $25M | $25M | $17M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | |
| Operating Cash Flow | $361M | $106M | $272M | $285M | $363M | $-67M | $124M | $112M | $56M | $85M | $232M | $154M | $2M | $144M | $219M | $210M | |
| CapEx | $5M | $11M | $14M | $15M | $9M | $10M | $2M | $3M | $2M | $-28.0K | $6M | $8M | $9M | $17M | $17M | $8M | |
| Investing Cash Flow | $-1.35B | $-2.14B | $-2.14B | $-2.00B | $663M | $-1.72B | $-588M | $-1.11B | $158M | $-689M | $-145M | $-398M | $-42M | $-937M | $-389M | $-1.71B | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Net Debt Issued | · | · | · | · | $-11M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | $0 | $0 | $0 | $235M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $33M | $79.0K | $2M | $290.0K | $15M | $0 | $201.0K | $0 | $8M | $271.0K | $194.0K | $0 | $8M | $191.0K | $0 | $9M | |
| Net Stock Activity | $-33M | · | · | · | $220M | · | · | · | $-8M | · | · | · | $-8M | · | · | · | |
| Dividends Paid | $40M | $41M | $33M | $32M | $30M | $20M | $19M | $20M | $19M | $19M | $18M | $18M | $18M | $18M | $18M | $18M | |
| Financing Cash Flow | $-522M | $967M | $-284M | $2.10B | $1.14B | $2.96B | $2.73B | $-925M | $1.20B | $2.21B | $100M | $460M | $2.01B | $340M | $64M | $-3.07B | |
| Net Change in Cash | $-1.51B | $-1.07B | $-2.15B | $386M | $2.16B | $1.17B | $2.26B | $-1.93B | $1.41B | $1.60B | $188M | $216M | $1.97B | $-453M | $-106M | $-4.57B | |
| Taxes Paid | $-1M | $10M | $33M | $19M | $2M | $854.0K | $20M | $55M | $1M | $12M | $18M | $48M | $2M | $22M | $25M | $54M | |
| Free Cash Flow | $357M | · | · | · | $354M | · | · | · | $54M | · | · | · | $-8M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-177M | · | · | · | $-146M | · | · | · |
Lucratividade 4
| Métrica | Tendência | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 35.4% | · | 27.8% | 31.5% | 14.4% | · | 27.0% | 26.0% | 27.7% | · | 27.2% | 24.8% | 24.9% | · | 24.3% | 34.3% | |
| Pretax Margin | 44.8% | · | 34.9% | 39.9% | 16.5% | · | 33.4% | 32.5% | 33.6% | · | 33.5% | 30.2% | 30.0% | · | 30.0% | 43.3% | |
| ROA | 0.37% | · | 0.32% | 0.37% | 0.14% | · | 0.25% | 0.24% | 0.26% | · | 0.24% | 0.23% | 0.23% | · | 0.23% | 0.37% | |
| ROE | 3.6% | · | 3.4% | 4.1% | 1.6% | · | 3.5% | 3.4% | 3.7% | · | 3.6% | 3.3% | 3.3% | · | 3.1% | 4.8% |
Liquidez e Solvência 1
| Métrica | Tendência | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | 0.3 | 0.4 | 0.6 | · | 0.8 | 0.6 | 1.0 | · | · | · |
Eficiência 1
| Métrica | Tendência | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
Avaliação (TTM) 14
| Métrica | Tendência | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.67B | · | $2.34B | $2.05B | $1.76B | · | $1.55B | $1.51B | $1.49B | · | $1.45B | $1.50B | $1.47B | · | $1.42B | $1.39B | |
| Net Income TTM | $748M | · | $597M | $510M | $403M | · | $418M | $398M | $389M | · | $367M | $408M | $424M | · | $426M | $425M | |
| Market Cap | $8.57B | · | $8.99B | $7.98B | $7.68B | · | $5.13B | $4.07B | $4.24B | · | $3.01B | $2.95B | $2.80B | · | $4.07B | $4.16B | |
| Enterprise Value | · | · | · | · | · | · | $-1.10B | $350M | $-903M | · | $1.38B | $1.02B | $2.08B | · | · | · | |
| P/E | 11.6 | · | 13.7 | 12.6 | 13.0 | · | 12.3 | 10.2 | 10.9 | · | 8.2 | 7.3 | 6.6 | · | 9.6 | 9.9 | |
| P/S | 3.2 | · | 3.8 | 3.9 | 4.4 | · | 3.3 | 2.7 | 2.8 | · | 2.1 | 2.0 | 1.9 | · | 2.9 | 3.0 | |
| P/B | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 1.5 | 1.3 | 1.3 | · | 1.1 | 1.0 | 1.0 | · | 1.6 | 1.6 | |
| P / Tangible Book | 1.6 | · | 1.8 | 1.6 | 1.7 | · | 1.6 | 1.4 | 1.5 | · | 1.2 | 1.2 | 1.1 | · | 1.7 | 1.7 | |
| P / Cash Flow | 23.7 | · | · | · | 21.1 | · | · | · | 75.5 | · | · | · | 1650.8 | · | · | · | |
| P / FCF | 24.0 | · | · | · | 21.7 | · | · | · | 78.9 | · | · | · | -362.1 | · | · | · | |
| EV / FCF | · | · | · | · | · | · | · | · | -16.8 | · | · | · | -268.6 | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | -0.7 | 0.2 | -0.6 | · | 1.0 | 0.7 | 1.4 | · | · | · | |
| Earnings Yield | 8.6% | · | 7.3% | 7.9% | 7.7% | · | 8.1% | 9.8% | 9.2% | · | 12.2% | 13.8% | 15.1% | · | 10.4% | 10.1% | |
| Payout Ratio | 15.2% | · | · | · | 37.0% | · | · | · | 17.2% | · | · | · | 19.9% | · | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Lucro líquido | $702M | $441M | $350M | $432M | $353M |
| EPS Diluído | $9.29 | $8.99 | $7.18 | $8.86 | $7.24 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | — | — | 0.6 | — | — |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $978M | $201M | $446M | $718M | $500M |
Últimas notícias Notícias recentes mencionando esta empresa
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
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Investidores institucionais (13F) 507 declarantes · $6.5B 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 |
|---|---|---|---|---|
| 84 (+10 vs trimestre anterior) | 45 (+20 vs trimestre anterior) | 171 (+14 vs trimestre anterior) | 131 (-15 vs trimestre anterior) | +10.5M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $601.465.439 | 4.213.123 | 9,27% | Ações |
| STATE STREET CORP | $591.787.841 | 4.133.285 | 9,12% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $446.887.053 | 3.130.338 | 6,89% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $406.448.998 | 2.847.080 | 6,26% | Ações |
| FMR LLC | $245.470.241 | 1.719.461 | 3,78% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $243.576.870 | 1.705.862 | 3,75% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $235.228.364 | 1.647.719 | 3,63% | Ações |
| NEUBERGER BERMAN GROUP LLC | $221.413.192 | 1.550.947 | 3,41% | Ações |
| EARNEST PARTNERS LLC | $177.369.307 | 1.242.430 | 2,73% | Ações |
| AMERICAN CENTURY COMPANIES INC | $149.315.726 | 1.045.921 | 2,30% | Ações |
| ALLIANCEBERNSTEIN L.P. | $146.695.238 | 1.300.605 | 2,26% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $137.704.868 | 964.590 | 2,12% | Ações |
| CITADEL ADVISORS LLC | $134.074.339 | 939.159 | 2,07% | Ações |
| FIRST TRUST ADVISORS LP | $130.623.973 | 914.990 | 2,01% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $128.543.673 | 900.418 | 1,98% | Ações |
| UMB Bank, n.a. | $104.810.395 | 734.172 | 1,62% | Ações |
| NORGES BANK | $100.691.769 | 705.322 | 1,55% | Ações |
| Clearbridge Investments, LLC | $99.878.389 | 699.624 | 1,54% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $98.924.972 | 692.946 | 1,52% | Ações |
| Global Alpha Capital Management Ltd. | $98.550.797 | 690.325 | 1,52% | Ações |
| JOHNSON INVESTMENT COUNSEL INC | $71.484.549 | 500.732 | 1,10% | Ações |
| GOLDMAN SACHS GROUP INC | $70.234.494 | 491.976 | 1,08% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $67.901.510 | 475.634 | 1,05% | Ações |
| CAPTRUST FINANCIAL ADVISORS | $61.150.810 | 428.347 | 0,94% | Ações |
| Junto Capital Management LP | $58.923.762 | 412.747 | 0,91% | Ações |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $58.645.380 | 410.797 | 0,90% | Ações |
| CONGRESS ASSET MANAGEMENT CO | $56.625.272 | 396.647 | 0,87% | Ações |
| VANGUARD GROUP INC | $52.237.823 | 454.084 | 0,81% | Ações |
| EMERALD ADVISERS, LLC | $49.350.233 | 345.687 | 0,76% | Ações |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $46.941.772 | 328.816 | 0,72% | Ações |
| NFJ INVESTMENT GROUP, LLC | $44.205.920 | 309.652 | 0,68% | Ações |
| Azora Capital LP | $39.240.584 | 274.871 | 0,60% | Ações |
| Holocene Advisors, LP | $37.463.507 | 262.423 | 0,58% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.291.020 | 254.210 | 0,56% | Ações |
| Fisher Asset Management, LLC | $34.712.664 | 243.154 | 0,54% | Ações |
| EMERALD MUTUAL FUND ADVISERS TRUST | $33.647.961 | 235.696 | 0,52% | Ações |
| RHUMBLINE ADVISERS | $33.463.632 | 234.405 | 0,52% | Ações |
| ProShare Advisors LLC | $32.243.773 | 225.860 | 0,50% | Ações |
| Stieven Capital Advisors, L.P. | $29.132.319 | 204.065 | 0,45% | Ações |
| RAYMOND JAMES FINANCIAL INC | $28.797.678 | 201.721 | 0,44% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $28.004.230 | 196.163 | 0,43% | Ações |
| Nuveen, LLC | $27.014.047 | 189.227 | 0,42% | Ações |
| Qube Research & Technologies Ltd | $26.464.849 | 185.380 | 0,41% | Ações |
| Aristotle Capital Boston, LLC | $25.886.538 | 181.329 | 0,40% | Ações |
| WCM INVESTMENT MANAGEMENT, LLC | $25.865.348 | 182.176 | 0,40% | Ações |
| BlackRock, Inc. | $24.448.364 | 171.255 | 0,38% | Ações |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $24.332.014 | 170.440 | 0,38% | Ações |
| BANK OF AMERICA CORP /DE/ | $22.888.139 | 160.326 | 0,35% | Ações |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $20.808.269 | 145.757 | 0,32% | Ações |
| Swiss National Bank | $20.717.331 | 145.120 | 0,32% | Ações |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20.594.129 | 144.257 | 0,32% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $20.050.442 | 140.449 | 0,31% | Ações |
| California Public Employees Retirement System | $18.985.652 | 132.990 | 0,29% | Ações |
| Gator Capital Management, LLC | $18.480.282 | 129.450 | 0,28% | Ações |
| FJ Capital Management LLC | $18.199.901 | 127.486 | 0,28% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $16.806.564 | 117.726 | 0,26% | Ações |
| Interval Partners, LP | $16.539.460 | 115.855 | 0,25% | Ações |
| STRS OHIO | $16.517.332 | 115.700 | 0,25% | Ações |
| Boston Trust Walden Corp | $15.856.639 | 111.072 | 0,24% | Ações |
| KENNEDY CAPITAL MANAGEMENT LLC | $15.856.496 | 111.071 | 0,24% | Ações |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15.098.583 | 105.762 | 0,23% | Ações |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $13.098.230 | 91.750 | 0,20% | Ações |
| THIRD AVENUE MANAGEMENT LLC | $11.170.256 | 78.245 | 0,17% | Ações |
| MetLife Investment Management, LLC | $10.874.172 | 76.171 | 0,17% | Ações |
| MILLENNIUM MANAGEMENT LLC | $10.826.918 | 75.840 | 0,17% | Ações |
| Retirement Systems of Alabama | $10.545.253 | 73.867 | 0,16% | Ações |
| SummitTX Capital, L.P. | $10.422.622 | 73.008 | 0,16% | Ações |
| AMERIPRISE FINANCIAL INC | $10.075.552 | 70.564 | 0,16% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $10.032.031 | 70.272 | 0,15% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9.832.807 | 87.178 | 0,15% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.811.895 | 68.730 | 0,15% | Ações |
| Vest Financial, LLC | $8.688.802 | 60.863 | 0,13% | Ações |
| TWO SIGMA INVESTMENTS, LP | $7.770.855 | 54.433 | 0,12% | Ações |
| Karl Kapital LLC | $7.426.232 | 52.019 | 0,11% | Ações |
| Swedbank AB | $7.423.520 | 52.000 | 0,11% | Ações |
| BROWN ADVISORY INC | $7.402.820 | 51.855 | 0,11% | Ações |
| NICOLET BANKSHARES INC | $7.360.277 | 51.557 | 0,11% | Ações |
| Hillsdale Investment Management Inc. | $7.289.326 | 51.060 | 0,11% | Ações |
| Freestone Grove Partners LP | $7.160.842 | 50.160 | 0,11% | Ações |
| BARCLAYS PLC | $6.961.119 | 48.761 | 0,11% | Ações |
| Horizon Investments, LLC | $6.881.032 | 48.200 | 0,11% | Ações |
| PALISADE CAPITAL MANAGEMENT, LP | $6.797.375 | 47.614 | 0,10% | Ações |
| Midwest Trust Co | $6.721.284 | 47.081 | 0,10% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6.619.924 | 46.371 | 0,10% | Ações |
| LPL Financial LLC | $6.619.556 | 46.368 | 0,10% | Ações |
| JONES FINANCIAL COMPANIES LLLP | $6.523.563 | 45.018 | 0,10% | Ações |
| OSAIC HOLDINGS, INC. | $6.371.231 | 44.629 | 0,10% | Ações |
| Channing Capital Management, LLC | $6.285.295 | 44.027 | 0,10% | Ações |
| B. Metzler seel. Sohn & Co. AG | $6.264.594 | 43.882 | 0,10% | Ações |
| Petiole USA ltd | $6.084.717 | 42.622 | 0,09% | Ações |
| Ceredex Value Advisors LLC | $6.074.438 | 42.550 | 0,09% | Ações |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6.070.869 | 42.525 | 0,09% | Ações |
| Legal & General Group Plc | $5.964.798 | 41.782 | 0,09% | Ações |
| MidWestOne Financial Group, Inc. | $5.931.117 | 51.557 | 0,09% | Ações |
| GHP Investment Advisors, Inc. | $5.497.358 | 48.740 | 0,08% | Ações |
| PRUDENTIAL PLC | $5.444.724 | 38.139 | 0,08% | Ações |
| Vanguard Global Advisers, LLC | $5.222.589 | 36.583 | 0,08% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $5.047.000 | 35.355 | 0,08% | Ações |
| BRANT POINT INVESTMENT MANAGEMENT LLC | $5.030.149 | 35.235 | 0,08% | Ações |
| TUDOR INVESTMENT CORP ET AL | $4.927.076 | 34.513 | 0,08% | Ações |
Executivos da empresa 92 insiders · 53 diretores · 38 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| J. Mariner Kemper | Chairman and CEO | 11 de Fevereiro de 2026 F | 328.710 | 0 | 9 | $-4.730.174 |
| Andrew J Iseman | CEO of Subsidiary | 14 de Março de 2017 F | 5.442 | 0 | 0 | $0 |
| Christian N Hoffman III | President & CEO of affiliate | 22 de Dezembro de 2004 A | 316 | 0 | 0 | $0 |
| Crosby R Kemper III | Chairman & CEO | 21 de Maio de 2004 M | 9.597 | 0 | 0 | $0 |
| Ram Shankar | Chief Financial Officer | 11 de Fevereiro de 2026 F | 32.389 | 0 | 0 | $0 |
| Daniel C Stevens | CFO | 16 de Dezembro de 2003 A | — | 0 | 0 | $0 |
| James D Rine | President | 9 de Junho de 2026 S | 61.446 | 0 | 3 | $-1.508.354 |
| Phillip James Mason | President, Inst. Banking | 11 de Fevereiro de 2026 F | 9.694 | 0 | 1 | $-90.728 |
| Nikki Farentino Newton | President, Private Wealth Mgmt | 11 de Fevereiro de 2026 F | 13.981 | 0 | 1 | $-137.917 |
| Elizabeth Theresa Lewis | President - Consumer Banking | 9 de Fevereiro de 2026 F | 4.714 | 0 | 0 | $0 |
| Abigail M Wendel | President - Consumer Banking | 13 de Março de 2024 M | 15.217 | 0 | 0 | $0 |
| Martin Dominic Karaba | President, Commercial Banking | 13 de Fevereiro de 2023 F | 8.284 | 0 | 0 | $0 |
| Michael D Hagedorn | President of Subsidiary | 3 de Outubro de 2018 S | 50.251 | 0 | 0 | $0 |
| Anthony J Fischer | President UMB Fund Services | 12 de Fevereiro de 2018 F | 7.260 | 0 | 0 | $0 |
| Peter J Desilva | President and COO | 10 de Junho de 2015 M | 111.091 | 0 | 0 | $0 |
| Craig L Anderson | President - Commercial Banking | 26 de Janeiro de 2015 F | 17.905 | 0 | 0 | $0 |
| James A Sangster | President of Subsidiary | 22 de Janeiro de 2013 F | 35.221 | 0 | 0 | $0 |
| Royce M Hammons | President of Oklahoma Region | 11 de Janeiro de 2005 M | 1.076 | 0 | 0 | $0 |
| John Zader | EVP and COO of subsidiary | 12 de Março de 2014 M | 13.975 | 0 | 0 | $0 |
| Uma Wilson | Executive Vice President | 10 de Junho de 2026 M | 24.415 | 0 | 2 | $-157.389 |
| Amy Harris | EVP and Chief Legal Officer | 11 de Fevereiro de 2026 F | 7.849 | 0 | 1 | $-61.010 |
| David Carl Odgers | Chief Accounting Officer | 11 de Fevereiro de 2026 F | 6.648 | 0 | 0 | $0 |
| Robert Brian Beaird | Chief Human Resource Officer | 11 de Fevereiro de 2026 F | 10.543 | 0 | 0 | $0 |
| Shannon Andresen Johnson | Chief Administrative Officer | 11 de Fevereiro de 2026 F | 34.775 | 0 | 1 | $-164.833 |
| Thomas S Terry | Chief Credit Officer | 11 de Fevereiro de 2026 F | 36.402 | 0 | 0 | $0 |
| Stacy H King | Chief Risk Officer | 31 de Dezembro de 2025 F | 8.955 | 0 | 2 | $-178.315 |
| John Pauls | EVP & General Counsel | 11 de Dezembro de 2024 G | 6.183 | 0 | 0 | $0 |
| James Cornelius | Executive Vice President | 15 de Fevereiro de 2023 S | 6.468 | 0 | 0 | $0 |
| Walker J Brian | Chief Accounting Officer | 27 de Janeiro de 2020 F | 3.074 | 0 | 0 | $0 |
| Jennifer M Payne | Sr. Vice President | 1 de Novembro de 2019 M | 9.288 | 0 | 0 | $0 |
| Dana H Abraham | Executive Vice President | 13 de Fevereiro de 2019 A | 11.268 | 0 | 0 | $0 |
| Jay Benjamin Morris | Executive Vice President | 13 de Fevereiro de 2019 A | 9.412 | 0 | 0 | $0 |
| Christian R Swett | EVP/Chief Credit Officer | 12 de Fevereiro de 2018 F | 9.356 | 0 | 0 | $0 |
| Scott A Stengel | EVP and General Counsel | 5 de Fevereiro de 2016 A | 7.264 | 0 | 0 | $0 |
| David D King | EVP/Chief Risk Officer | 1 de Dezembro de 2015 M | 9.646 | 0 | 0 | $0 |
| Christine L Pierson | EVP of Subsidiary | 26 de Janeiro de 2015 F | 9.075 | 0 | 0 | $0 |
| Daryl S Hunt | EVP of Subsidiary | 26 de Janeiro de 2015 F | 9.686 | 0 | 0 | $0 |
| Lawrence G Smith | Executive Vice President | 26 de Janeiro de 2015 F | 6.347 | 0 | 0 | $0 |
| Clyde F Wendel | Vice Chairman of Subsidiary | 17 de Janeiro de 2014 F | 11.216 | 0 | 0 | $0 |
| Dennis R Rilinger | EVP and General Counsel | 17 de Janeiro de 2014 F | 14.374 | 0 | 0 | $0 |
| Stephen M Kitts | EVP of Subsidiary | 22 de Janeiro de 2013 F | 4.684 | 0 | 0 | $0 |
| Douglas F Page | EVP of Subsidiary | 22 de Janeiro de 2013 F | 50.895 | 0 | 0 | $0 |
| Bradley J Smith | EVP of Subsidiary | 19 de Abril de 2011 F | 8.800 | 0 | 0 | $0 |
| Peter J Genovese | Vice Chairman | 19 de Abril de 2010 F | 24.518 | 0 | 0 | $0 |
| James C Thompson JR | EVP of Subsidiary | 21 de Janeiro de 2008 F | 8.992 | 0 | 0 | $0 |
| Christopher G Treece | Sr VP and Controller | 13 de Dezembro de 2006 A | — | 0 | 0 | $0 |
| Joseph J Gazzoli | EVP - Subsidiary | 19 de Abril de 2006 A | 2.561 | 0 | 0 | $0 |
| Vincent J Ciavardini | Vice Chairman | 19 de Abril de 2006 A | 3.298 | 0 | 0 | $0 |
| Mark A Schmidtlein | Vice Chairman - Subsidiary | 28 de Outubro de 2005 M | 5.063 | 0 | 0 | $0 |
| Darren D Herrmann | Sr. Vice President - Treasurer | 22 de Dezembro de 2004 A | — | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 6 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 |
|---|---|---|---|---|---|
| J MARINER KEMPER ×2 declarações | 23 de Março de 2026 | 4,81% | Emenda | Estrutura de capital | SEC |
| J. Mariner Kemper ×2 declarações | 30 de Abril de 2024 | — | Declaração inicial | M&A / venda | SEC |
| Robert C. Pohlad, Trustee of the Revocable Trust of Robert C. Pohlad Created U/A dated 8/9/91, as Amended, William M. Pohlad, Trustee of the Revocable Trust of William M. Pohlad Created U/A dated 4/15/02, as Amended, James O. Pohlad, Trustee of the Revocable Trust of James O. Pohlad Created U/A dated 10/10/87, as Amended ×2 declarações | 22 de Dezembro de 2016 | — | Declaração inicial | — | SEC |
| IRS Identification Nos. of above persons (entities only) Thomas J. Wood III | 29 de Agosto de 2007 | — | Declaração inicial | — | SEC |
| Pessoa de relato não divulgada | 23 de Dezembro de 2004 | — | Declaração inicial | — | SEC |
| Pessoa de relato não divulgada | 17 de Junho de 2004 | — | 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 100 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 |
|---|---|---|---|---|
| NBSM · Neuberger Berman ETF Trust | 1,99% | 34.218 NS | 31 de Maio de 2026 | N-PORT |
| REGL · ProShares Trust | 1,68% | 214.143 NS | 31 de Maio de 2026 | N-PORT |
| IAT · iShares Trust | 1,63% | 76.107 SH | 8 de Agosto de 2026 | Diário |
| EPSV · Harbor ETF Trust | 1,38% | 544 NS | 30 de Abril de 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 1,21% | 42.251 SH | 8 de Agosto de 2026 | Diário |
| DPST · Direxion Shares ETF Trust | 1,05% | 41.272 NS | 30 de Abril de 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,95% | 6.264 NS | 30 de Abril de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,89% | 59.010 NS | 30 de Abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,63% | 633.834 SH | 8 de Agosto de 2026 | Diário |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,62% | 59.158 SH | 8 de Agosto de 2026 | Diário |
| PGF · Invesco Exchange-Traded Fund Trust | 0,62% | 156.763 | 8 de Agosto de 2026 | Diário |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,59% | 61.319 SH | 8 de Agosto de 2026 | Diário |
| IJJ · iShares Trust | 0,59% | 363.886 SH | 8 de Agosto de 2026 | Diário |
| DFSV · Dimensional ETF Trust | 0,38% | 225.533 NS | 30 de Abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,38% | 341 NS | 30 de Abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,38% | 96 NS | 29 de Maio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,36% | 7.091 SH | 8 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,34% | 1.897.424 SH | 8 de Agosto de 2026 | Diário |
| XJH · iShares Trust | 0,33% | 9.664 SH | 8 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,32% | 424.997 SH | 8 de Agosto de 2026 | Diário |
| ISCV · iShares Trust | 0,31% | 15.196 SH | 8 de Agosto de 2026 | Diário |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,31% | 5.382 NS | 30 de Abril de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,31% | 9.441 SH | 8 de Agosto de 2026 | Diário |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,30% | 435.333 | 8 de Agosto de 2026 | Diário |
| DFAT · Dimensional ETF Trust | 0,29% | 309.815 NS | 30 de Abril de 2026 | N-PORT |
| IJH · iShares Trust | 0,29% | 2.464.144 SH | 8 de Agosto de 2026 | Diário |
| FSCC · Federated Hermes ETF Trust | 0,28% | 6.004 NS | 31 de Maio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,28% | 55.896 SH | 8 de Agosto de 2026 | Diário |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,28% | 115.446 SH | 8 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,28% | 31.509 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,28% | 15.845 NS | 31 de Maio de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,27% | 4.483 NS | 31 de Maio de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,26% | 8.192 NS | 30 de Abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,25% | 12.099 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,24% | 3.421 NS | 31 de Maio de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,23% | 24.142 NS | 30 de Abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,22% | 16.582 NS | 31 de Maio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,21% | 995.423 SH | 8 de Agosto de 2026 | Diário |
| MVV · ProShares Trust | 0,20% | 2.468 NS | 31 de Maio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 37.496 NS | 30 de Abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,20% | 343.491 NS | 31 de Maio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,19% | 216.212 NS | 30 de Abril de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,19% | 17.303 SH | 8 de Agosto de 2026 | Diário |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 29.071 NS | 30 de Abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,18% | 1.182 NS | 30 de Abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,18% | 35.168 SH | 8 de Agosto de 2026 | Diário |
| SCHM · SCHWAB STRATEGIC TRUST | 0,17% | 192.955 NS | 31 de Maio de 2026 | N-PORT |
| ISCB · iShares Trust | 0,16% | 3.090 SH | 8 de Agosto de 2026 | Diário |
| PFF · iShares Trust | 0,15% | 751.998 SH | 8 de Agosto de 2026 | Diário |
| VFVA · VANGUARD WELLINGTON FUND | 0,15% | 9.146 SH | 8 de Agosto de 2026 | Diário |