VLGEA Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03
Preço $46.00
Receita $2.32B
Dívida/Capital (MRQ) 0.1
Intervalo 52 Semanas $30–$48

VLGEA Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04
intervalo
barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Divisões de Ações 3
Data ex Desdobramento Tipo
23 de Janeiro de 2009 2-for-1 Para frente
27 de Abril de 2007 2-for-1 Para frente
23 de Março de 1987 4-for-1 Para frente

Sobre Village Super Market, Inc. - Class A Common Stock Visão geral da empresa da Wikipedia

05 · wikidata

ShopRite is an American retailers' cooperative of supermarkets with stores in six Northeastern and Mid-Atlantic states: Connecticut, Delaware, Maryland, New Jersey, New York and Pennsylvania.

Based in Keasbey, New Jersey, ShopRite consists of 50 individually owned and operated affiliates with over 300 stores, all under its corporate and distribution arm, Wakefern Food Corporation. Wakefern itself owns and operates 28 of the locations through subsidiary ShopRite Supermarkets. Several Wakefern members own and operate single ShopRite stores, while most own multiple locations. The average Wakefern member operates six stores.

The Saker family owns and operates the most ShopRite stores in the cooperative (40) throughout Monmouth, Ocean, and Mercer counties in New Jersey.

ShopRite has been the largest food retailer in New Jersey for close to 70 years and is also number one in the entire New York metropolitan area. Since 2011, ShopRite is also the largest retailer of food in the Philadelphia metropolitan area, pushing long-dominant Acme Markets to second place and, in 2013, to third place. As of 2011, Wakefern was ranked 17th by sales among all supermarket operators in the United States. In a 2022 survey by Newsweek, ShopRite was named the "Most Trusted Grocery Retailer" in the Northeast.

History

Early beginnings

ShopRite originated in 1946, when a Del Monte Foods sales representative talked to independent grocers in Newark, New Jersey. The grocers were having problems getting reasonable prices for wholesale goods. The Del Monte representative suggested the grocers try cooperative buying. Seven of the grocers agreed, paying $1,000 each to launch Wakefern Food Corp., which was incorporated on December 5, 1946. In 1951, the company had reincorporated in New Jersey using the trademark name ShopRite in an effort to consolidate the marketing of involved stores under one name.

In 1958, ShopRite cut prices by 10% as an alternative to giving away trading stamps, which other supermarkets in New Jersey were doing. The move was successful, drawing customers and helping create more ShopRite stores. By 1961, ShopRite had 70 members, totaling $100 million in annual sales.

The breakaway of Supermarkets General

One large member, Supermarkets General, pulled out of Wakefern in the late 1960s, halving the number of stores. The Supermarkets General stores became Pathmark in 1968. The surviving Wakefern members increased their efforts, adopting the management tenet of "one member, one vote," and actively expanded. By the late 1970s, the volume lost from Supermarkets General's departure was restored.

For many years, ShopRite and Pathmark were extremely competitive on price in the New York Metro area, and each one had its loyal customer base. A highly leveraged management buy-out in the late 1980s left Pathmark saddled with too much debt, and the supermarket chain had no cash to fix up its stores, or invest in lower prices. At the same time, ShopRite stores were being replaced and rebuilt, stealing market share away from Pathmark. On November 23, 2000, Big V Supermarkets, which operated 39 ShopRite stores in New Jersey and New York, filed for Chapter 11 bankruptcy and announced that several ShopRite stores would close.

The Pathmark chain was sold to A&P in 2007. A&P ran Pathmark as a division, but was unsuccessful in turning around the banner's fortunes. A&P filed for bankruptcy and sold or liquidated its stores in 2015, including approximately 150 Pathmark stores. Wakefern and its cooperative members acquired nine Pathmark locations along with several other former A&P banners with the intention of opening ShopRite, Price Rite and The Fresh Grocer locations.

The "Can-Can Sale"

In 1971, ShopRite introduced their Can-Can Sale, where canned goods (and eventually other products) were placed on steep discounts, and is held in January. Until the early 1990s, the sale was held in the second and third weeks of January but expanded to the entire month. Animated commercials for this promotion feature a chorus line of cancan dancers and a French artiste, though the style changed on several occasions over the years. In 2002, ShopRite expanded that sale to twice a year when they introduced the Summer Can-Can Sale, held in July.

In 2018, the Summer Can-Can Sale was discontinued, replaced with the "Can It Get Any Hotter?" sale, which itself was discontinued in 2023.

Price Plus Club and beyond

In 1989, ShopRite introduced the Price Plus Club Card, which eventually merged with the Check Cashing Card (for those that use it for that purpose as well); it is free of charge to acquire. Having a Price Plus Card enables shoppers to receive special weekly discounts, listed in circulars mailed with local newspapers. Most sales are chain-wide regardless of owner but sometimes in a particular region, valid for all area ShopRites, however some stores choose to put special items on sale based on stock. The Price Plus Card also tracks purchases and use of rewards.

In 1996, ShopRite launched its own line (with Dietz & Watson) of deli meats, cheeses and complements with its private label, Black Bear of the Black Forest, to compete against the expansion of Boar's Head in competitor's supermarkets. In 2011, over 15 million pounds of Black Bear slicing meats and cheeses were sold at ShopRite.

Since 1999, ShopRite has offered an online grocery shopping service at select stores, under the service name Order. Pickup. Deliver. (formerly ShopRite from Home until April 2022.) For an additional fee, customers can place an order for pickup or delivery through the ShopRite website or mobile app, ShopRite employees then fulfill a customer's shopping order at a local ShopRite with options for curbside pickup.

Store design

As a result of the cooperative system, there is no set format for building architecture, store layout, or color scheme of storefronts. Most stores are the product of the era in which they were opened, and the owner's style. For example, the former ShopRite in West Caldwell, New Jersey, owned by Sunrise ShopRite, had a Japanese motif inside and outside of the store (including rickshaws, an exit sign reading "Sayonara" and two Japanese-style phone booths). The RoNetco family of stores (Netcong, Byram, Newton, Franklin, Sparta, Flanders, Mansfield, Sussex, and Succasunna, New Jersey) have different looks on the outside (including the shopping carts and cart corrals), although the stores themselves have a similar layout. ShopRite stores that were previously other stores usually contain elements of the previous occupants. As large corporations buy up stores, recent years have brought a homogenization in building design and store layout.

Current system

As of 2024, ShopRite's base stretches northeast from the Washington metropolitan area in Maryland to the Hartford area in Connecticut, extending as far north as Hudson, New York. While New Jersey is home to the most ShopRite stores, the chain also has a strong presence in the New York City suburbs, and in Pennsylvania (mostly in the Philadelphia area). In 2010, ShopRite expanded its presence in Connecticut through the purchase of 11 former Shaw's stores.

In 2011–2013, ShopRite returned to the New York Capital District after exiting the market 23 years earlier. The SRS operating division opened stores in Niskayuna, Albany, Slingerlands, Colonie and North Greenbush. The Albany store opened on April 26, 2012; the Slingerlands store opened on September 30, 2012; and the Colonie store opened on April 7, 2013. The most recent addition was the North Greenbush location, which opened in December 2017. ShopRite currently has gas stations at the Albany and Colonie locations. Plans for additional future store locations had not been announced in late 2010. In 2013, ShopRite was the only unionized supermarket in the area. In October 2023, ShopRite announced that it would be closing all five of its Capital Region, NY stores due to "underperforming sales", marking this the second time they exited the market. All five stores in the region closed on November 18, 2023.

On July 20, 2015, competitor A&P filed for chapter 11 bankruptcy and announced plans to close or sell off all of its stores. ShopRite acquired 13 supermarkets in A&P's bankruptcy auction, including some that had been ShopRite locations before Supermarkets General (later acquired by A&P) broke off from the cooperative.

On January 26, 2021, ShopRite announced that it would close 62 pharmacies in its stores.

Other chains and concepts

Price Rite

Wakefern also manages its wholly owned subsidiary, Price Rite, which is a limited-assortment chain of stores found only in Connecticut, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, New Hampshire, Virginia, and Rhode Island. As of April 2018, there are currently 66 Price Rite stores; 63 of those are owned outright by Wakefern.

Price Rite in New Jersey

The Price Rite stores in New Jersey are operated individually by Wakefern's cooperative members; in 2014, Wakefern announced that the Price Rite banner would be made available to all of those members, so they can open and operate their own outlets. The North Jersey locations, in Garfield and Paterson, are operated by Inserra Supermarkets, while the South Jersey location (in Camden) was operated by the Ravitz Family, but closed in 2021.

Price Rite Warehouse Clubs (defunct)

The Price Rite name was first used in the early 1990s on Wakefern's failed warehouse club concept stores.

ShopRite Garden Center (defunct)

For many years, Foodarama operated a very small ShopRite Garden Center on Route 130 in East Windsor, New Jersey. In 2004, with the construction of a massive Home Depot directly adjacent to the small store, a decision was made to close the store and Foodarama moved its garden center operations into a 55,000-square-foot (5,100 m2) former Frank's Nursery & Crafts store. The store had operated as a Franks location for four years before the company was liquidated, and the large building combined 23,000 sq ft (2,100 m2) of interior selling space with 32,000 sq ft (3,000 m2) of covered outside selling area, for a total of 55,000 sq ft (5,100 m2). The ShopRite Garden Center closed in 2008.

ShopRite Wines & Spirits

ShopRiteDelivers.com

In December 2013, Wakefern launched the ShopRiteDelivers.com website to expand their digital footprint outside of their traditional markets in the Northeast. The website, focused on electronics, bulk-order baby-care, specialty foods, and health and beauty, has been well received, and has shipped orders to customers in all 50 states.

In April 2021, the concept of ShopRiteDelivers was discontinued, with the site now only selling ShopRite and The Fresh Grocer gift cards.

The Fresh Grocer

Wakefern acquired the trademarks of this supermarket chain, which operates primarily in the Philadelphia area when its former owner, Pat Burns, joined the cooperative as its 50th member in August 2013. At the time, the chain had eight stores: five in Philadelphia, one in suburban Upper Darby, one in Wilmington, Delaware, and one in New Brunswick, New Jersey. The Upper Darby store became a ShopRite, and the New Brunswick and Southwest Philadelphia stores have since closed. The Fresh Grocer stores are smaller than modern ShopRite stores and place a greater emphasis on fresh and organic foods, upscale specialty items and extensive prepared-foods offerings than regular ShopRite stores, giving Wakefern and its members a format that can work in smaller urban locations. Wakefern executives were also quoted in the press as saying that as several The Fresh Grocer stores are located near college campuses, the chain would give Wakefern "new insight into the next generation of consumers" and enable it to reach new customers.

Naming rights

ShopRite is the title sponsor for the ShopRite LPGA Classic.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorRetail indústriaRetail funcionários2.160 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$2.32B
2016-07-30 → 2025-07-26
Fluxo de caixa livre·
2016-07-30 → 2024-07-27
Margem líquida2.3%
2016-07-30 → 2024-07-27
Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Ainda não há dados para este grupo de rácios

Ainda não há dados fundamentais suficientes para calcular este grupo de proporções.

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

13
Pagamento Anualizado≈$1.00Pago trimestralmente
CAGR Dividendos 5 anos≈0.00%Por ação, ajustado por desdobramento
Sequência de Crescimento≈1Anos consecutivos de crescimento de dividendos
Data exValorMoedaRendimento
Jul 2, 2026$0,25USD≈2.4%
Abr 2, 2026$0,25USD≈2.3%
Dez 31, 2025$0,25USD≈2.8%
Out 2, 2025$0,25USD≈2.7%
Jul 3, 2025$0,25USD≈2.6%
Abr 3, 2025$0,25USD≈2.7%
Jan 2, 2025$0,25USD≈3.2%
Out 3, 2024$0,25USD≈3.3%
Jul 3, 2024$0,25USD≈3.8%
Abr 3, 2024$0,25USD≈3.6%
Jan 3, 2024$0,25USD≈3.8%
Out 4, 2023$0,25USD≈4.1%
Jul 5, 2023$0,25USD≈4.5%
Abr 5, 2023$0,25USD≈4.5%
Jan 4, 2023$0,25USD≈4.3%
Out 5, 2022$0,25USD≈5.1%
Jul 6, 2022$0,25USD≈4.4%
Abr 6, 2022$0,25USD≈4.1%
Jan 5, 2022$0,25USD≈4.3%
Out 6, 2021$0,25USD≈4.6%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14
Próximo relatório Out 13, 2026
PeríodoRelatórioEPS ActualEPS est.Surpresa
31 de Março de 2025 $0.86 — —
31 de Dezembro de 2024 $1.14 — —
30 de Setembro de 2024 $0.64 — —

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15
Demonstração de Resultados 11
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue $2.32B$2.24B$2.17B$2.06B$2.03B$1.80B$1.64B$1.62B$1.60B$1.63B$1.58B$1.52B
Cost of Revenue $1.66B$1.59B$1.55B$1.48B$1.47B$1.30B$1.19B$1.17B$1.17B$1.19B$1.15B$1.11B
Gross Profit $663M$642M$616M$580M$565M$506M$457M$443M$437M$445M$433M$408M
SG&A Expense $555M$544M$517M$508M$499M$445M$395M$385M$371M$377M$366M$356M
Operating Income $72M$62M$66M$39M$29M$30M$35M$33M$41M$44M$44M$30M
Interest Expense $4M$4M$4M$4M$4M$3M$4M$4M$4M$4M$5M$4M
Interest Income $14M$15M$11M$4M$4M$4M$5M$4M$3M$3M$2M$3M
Pretax Income $82M$73M$73M$39M$29M$32M$36M$33M$39M$42M$41M$29M
Income Tax $25M$22M$23M$12M$9M$7M$10M$8M$16M$17M$11M$24M
Net Income $56M$50M$50M$27M$20M$25M$26M$25M$23M$25M$31M$5M
EBITDA ·$98M$101M$74M$65M$62M·$58M$65M$68M$67M$8M
Balanço Patrimonial 21
Métrica Tendência 202520242023202220212020201920182017201620152014
Cash & Equivalents $111M$117M$141M$135M$116M$112M$101M$96M$87M$88M$59M$77M
Inventory $51M$47M$45M$44M$43M$42M$39M$39M$42M$42M$46M$45M
Other Current Assets $19M$17M$17M$17M$20M$19M$17M$19M$16M$16M$14M$16M
Current Assets $205M$200M$247M$238M$196M$197M$169M$191M$181M$160M$136M$163M
PP&E (Net) $323M$303M$277M$265M$256M$270M$225M$215M$204M$201M$207M$207M
PP&E (Gross) ·····$631M$565M$529M$494M$467M$450M$435M
Accum. Depreciation $487M$469M$445M$412M$379M$350M······
Goodwill $24M$24M$24M$24M$24M$24M$13M$12M$12M$12M$12M$12M
Total Assets $1.00B$982M$968M$924M$889M$916M$502M$482M$455M$450M$432M$457M
Accounts Payable $33M$28M$31M$24M$25M$30M$24M$19M$17M$17M$19M$18M
Current Liabilities $181M$174M$179M$158M$152M$163M$112M$102M$96M$99M$94M$146M
Capital Leases $241M$256M$267M$284M$278M$298M$41M$42M$43M$43M$44M$44M
Deferred Tax ·····$17M$5M$6M$7M$1M$0·
Total Liabilities $512M···········
Long-term Debt $58M$72M$82M$74M$74M$81M$6M$48M$43M$44M$44M$45M
Total Debt ·$9M$9M$7M$7M$81M······
Retained Earnings $424M$381M$343M$307M$293M$286M$271M$258M$244M$234M$222M$204M
AOCI $4M$7M$8M$6M$-9M$-9M$-8M$-8M$-7M$-13M$-17M$-12M
Stockholders' Equity $492M$448M$410M$372M$341M$332M$319M$303M$287M$272M$253M$233M
Liabilities + Equity $1.00B$982M$968M$924M$889M$916M$502M$482M$455M$450M$432M$457M
Shares Outstanding ·4,204,0004,204,0004,294,000········
Fluxo de Caixa 14
Métrica Tendência 202520242023202220212020201920182017201620152014
D&A $37M$35M$36M$35M$36M$32M$27M$25M$24M$24M$23M$22M
Stock-based Comp $3M$4M$3M$2M$3M$3M$3M$4M$3M$3M$3M$3M
Deferred Tax $4M$-170.0K$-2M$-5M$-3M$11M$-2M$-1M$2M$-70.0K$15M$-8M
Other Non-cash ·$-9M$18M$21M$-3M$13M·$6M$-7M$12M$-54M$65M
Operating Cash Flow $93M$81M$105M$80M$53M$84M$56M$59M$46M$64M$17M$52M
CapEx $59M$63M$46M$43M$25M$54M$28M$35M$28M$20M$24M$50M
Investing Cash Flow $-76M$-78M$-88M$-46M$-26M$-130M$-36M$-43M$-30M$-20M$-24M$-68M
Stock Repurchased $0$2M$4M$649.0K$0$4M$1M$632.0K$4M$978.0K$0$3M
Net Stock Activity ·$-2M$-4M$-649.0K$0$-4M·$-632.0K$-4M$-978.0K$0·
Dividends Paid $13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$12M
Financing Cash Flow $-24M$-26M$-10M$-15M$-22M$56M$-14M$-8M$-17M$-14M$-11M$-16M
Net Change in Cash $-7M$-24M$6M$19M$5M$11M$5M$9M$-944.0K$29M$-18M$-32M
Free Cash Flow ·$18M$58M$36M$27M$29M·$23M$18M$44M$-6M$2M
Levered FCF ·$15M$55M$34M$25M$27M·$20M$16M$41M$-9M$1M
Lucratividade 8
Métrica Tendência 202520242023202220212020201920182017201620152014
Gross Margin ·28.7%28.4%28.1%27.8%28.1%·27.2%27.2%27.2%27.4%26.9%
Operating Margin ·2.8%3.0%1.9%1.4%1.7%·2.1%2.5%2.7%2.8%2.0%
Net Margin ·2.3%2.3%1.3%0.98%1.4%·1.6%1.4%1.5%1.9%0.33%
Pretax Margin ·3.2%3.4%1.9%1.4%1.8%·2.0%2.4%2.6%2.6%1.9%
EBITDA Margin ·4.4%4.7%3.6%3.2%3.4%·3.6%4.1%4.2%4.2%0.50%
ROA ·5.2%5.2%3.0%2.2%3.5%·5.3%5.1%5.7%6.9%1.1%
ROE ·11.4%12.3%7.3%5.9%7.6%·8.3%8.2%9.6%12.6%2.1%
ROIC ·9.4%10.7%7.0%5.8%5.8%·8.4%8.3%9.7%12.7%2.2%
Liquidez e Solvência 5
Métrica Tendência 202520242023202220212020201920182017201620152014
Current Ratio ·1.11.41.51.31.2·1.91.91.61.41.1
Quick Ratio ·0.70.80.90.80.7·0.90.90.90.60.5
Debt / Equity ·0.00.00.00.00.2······
LT Debt / Equity ·····0.2······
Interest Coverage ·15.015.510.07.411.6·7.59.19.99.68.3
Eficiência 2
Métrica Tendência 202520242023202220212020201920182017201620152014
Asset Turnover ·2.32.32.32.32.5·3.43.53.73.63.4
Inventory Turnover ·34.935.034.134.632.2·28.927.927.125.425.8
Taxas de Crescimento 7
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue YoY 3.8%3.2%5.1%1.5%12.5%·······
Revenue CAGR 3Y 4.0%3.3%6.3%·········
Revenue CAGR 5Y 5.2%···········
Net Income YoY 11.7%1.5%85.3%34.2%-19.8%·······
Net Income CAGR 3Y 28.1%36.1%25.9%·········
Net Income CAGR 5Y 17.7%···········
Dividends Paid CAGR 5Y 0.52%···········
Avaliação (TTM) 4
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue TTM $2.32B$2.24B$2.17B$2.06B$2.03B$1.80B$1.64B$1.62B$1.60B$1.63B$1.58B$1.52B
Net Income TTM $56M$50M$50M$27M$20M$25M$26M$25M$23M$25M$31M$5M
Payout Ratio ·26.4%26.5%48.6%65.3%52.0%·51.3%55.8%50.4%41.1%246.4%
Annual Payout $13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$13M$12M

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2025-07-262024-07-272023-07-292022-07-302021-07-31
Receita $2.32B $2.24B $2.17B $2.06B $2.03B
Margem Bruta % · 28.7% 28.4% 28.1% 27.8%
Margem Operacional % · 2.8% 3.0% 1.9% 1.4%
Lucro líquido $56M $50M $50M $27M $20M

Investidores institucionais (13F) 159 declarantes · $322.7M total · Em 30 de Junho de 2026

17

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.

Detentores 159
Valor detido $322.7M
Novas posições 17
Posições encerradas 9
Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
17 (-11 vs trimestre anterior) 9 (0 vs trimestre anterior) 60 (+9 vs trimestre anterior) 39 (+2 vs trimestre anterior) +191K

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
BlackRock, Inc. $32.910.312 780.235 10,20% Ações
DIMENSIONAL FUND ADVISORS LP $31.333.706 742.855 9,71% Ações
VANGUARD GROUP INC $21.901.435 618.772 6,79% Ações
AMERICAN CENTURY COMPANIES INC $21.684.570 514.096 6,72% Ações
RENAISSANCE TECHNOLOGIES LLC $18.575.397 440.384 5,76% Ações
VANGUARD CAPITAL MANAGEMENT LLC $17.024.270 403.610 5,28% Ações
MONEY CONCEPTS CAPITAL CORP $16.857.368 399.653 5,22% Ações
SYSTEMATIC FINANCIAL MANAGEMENT LP $16.724.814 396.509 5,18% Ações
GEODE CAPITAL MANAGEMENT, LLC $10.551.667 250.092 3,27% Ações
STATE STREET CORP $9.235.227 218.948 2,86% Ações
GAMCO INVESTORS, INC. ET AL $7.908.750 187.500 2,45% Ações
Bulldog Investors, LLP $7.192.323 170.515 2,23% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $7.064.391 167.482 2,19% Ações
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6.601.465 156.507 2,05% Ações
ROYCE & ASSOCIATES LP $6.075.396 144.035 1,88% Ações
Allspring Global Investments Holdings, LLC $4.864.403 114.054 1,51% Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4.673.671 110.803 1,45% Ações
Bank of New York Mellon Corp $4.372.662 103.667 1,36% Ações
MORGAN STANLEY $3.856.952 91.440 1,20% Ações
Empowered Funds, LLC $3.807.040 90.257 1,18% Ações
NORTHERN TRUST CORP $3.600.526 85.361 1,12% Ações
AQR CAPITAL MANAGEMENT LLC $3.166.874 75.080 0,98% Ações
GOLDMAN SACHS GROUP INC $3.014.267 71.462 0,93% Ações
Creative Planning $2.908.184 68.947 0,90% Ações
VANGUARD FIDUCIARY TRUST CO $2.595.504 61.534 0,80% Ações
GABELLI FUNDS LLC $2.461.414 58.355 0,76% Ações
AEGIS FINANCIAL CORP $2.350.818 55.733 0,73% Ações
Man Group plc $2.263.379 53.660 0,70% Ações
TWO SIGMA INVESTMENTS, LP $2.246.254 53.254 0,70% Ações
JPMORGAN CHASE & CO $2.184.662 51.757 0,68% Ações
LAZARD ASSET MANAGEMENT LLC $2.178.049 51.637 0,67% Ações
North Star Investment Management Corp. $2.109.000 50.000 0,65% Ações
FMR LLC $2.030.230 48.133 0,63% Ações
PRUDENTIAL FINANCIAL INC $1.820.953 43.171 0,56% Ações
UBS Group AG $1.665.435 39.484 0,52% Ações
Orion Porfolio Solutions, LLC $1.338.392 31.730 0,41% Ações
Orion Portfolio Solutions, LLC $1.316.532 34.636 0,41% Ações
FIRST TRUST ADVISORS LP $1.310.490 31.069 0,41% Ações
FRANKLIN RESOURCES INC $1.282.778 30.412 0,40% Ações
Uncommon Cents Investing LLC $1.277.421 30.285 0,40% Ações
Value Investment Professionals, LLC $1.132.349 26.846 0,35% Ações
Connor, Clark & Lunn Investment Management Ltd. $1.121.608 26.591 0,35% Ações
MARTINGALE ASSET MANAGEMENT L P $1.021.980 24.229 0,32% Ações
Brandywine Global Investment Management, LLC $1.012.545 28.607 0,31% Ações
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $953.521 22.606 0,30% Ações
BNP PARIBAS FINANCIAL MARKETS $896.156 21.246 0,28% Ações
LOS ANGELES CAPITAL MANAGEMENT LLC $877.639 20.807 0,27% Ações
STATE OF WISCONSIN INVESTMENT BOARD $758.439 17.981 0,24% Ações
Nuveen, LLC $751.015 17.805 0,23% Ações
Fort Point Capital Partners LLC $750.489 17.782 0,23% Ações

Mostrar todos os 159 proprietários institucionais →

Ativistas e proprietários de 5%+ 16 participações

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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
Pessoa de relato não divulgada 25 de Janeiro de 2017 · Declaração inicial · SEC
Pessoa de relato não divulgada 11 de Janeiro de 2016 · Declaração inicial · SEC
Pessoa de relato não divulgada 4 de Maio de 2015 · Declaração inicial · SEC
Pessoa de relato não divulgada 26 de Novembro de 2014 · Declaração inicial · SEC
Pessoa de relato não divulgada 10 de Abril de 2014 · Declaração inicial · SEC
Pessoa de relato não divulgada 16 de Outubro de 2013 · Declaração inicial · SEC
Pessoa de relato não divulgada 28 de Junho de 2013 · Declaração inicial Investimento passivo SEC
THE SUMAS FAMILY GROUP, including the Estate of Perry Sumas, James Sumas, Robert Sumas, William Sumas, John P. Sumas, Nicholas Sumas and John J. Sumas, Estate of Perry Sumas, James Sumas, Robert Sumas, William Sumas, John P. Sumas, Nicholas Sumas, John J. Sumas 12 de Fevereiro de 2013 · Declaração inicial · SEC
Pessoa de relato não divulgada 6 de Dezembro de 2012 · Declaração inicial Investimento passivo SEC
Steven Crystal 8 de Outubro de 2010 · Declaração inicial · SEC
Gabelli Funds, LLC & #160; I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli 24 de Março de 2009 · Declaração inicial · SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli 2 de Fevereiro de 2009 · Declaração inicial Investimento passivo SEC
I. Wistar Morris, III 30 de Outubro de 2006 · Declaração inicial · SEC
THE SUMAS FAMILY GROUP, including Perry Sumas, James Sumas, Robert Sumas, William Sumas and John Sumas, Perry Sumas, James Sumas, Robert Sumas, William Sumas, John Sumas 21 de Janeiro de 2004 · Declaração inicial · SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada 13 de Novembro de 2003 · 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.

Executivos da empresa 19 insiders · 8 diretores · 11 conselheiros

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Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
John James Sumas CEO 8 de Abril de 2026 S 36.050 0 1 $-548.218
John L Van Orden CFO & Treasurer 10 de Abril de 2026 S 32.023 0 1 $-351.040
Nicholas James Sumas President / Chairman 27 de Março de 2026 A 46.229 0 0 $0
John Sumas EVP & Secretary 14 de Abril de 2026 S 102.938 0 1 $-524.634
Luigi Perri VP of Finance & CAO 9 de Abril de 2026 S 15.839 0 1 $-167.504
Robert Sumas Senior Advisor 27 de Março de 2026 A 74.732 0 0 $0
William Sumas EVP / Chairman of the Board 17 de Abril de 2023 S 136.324 0 0 $0
Carol Lawton VP, Assistant Secretary 8 de Abril de 2005 A 3.250 0 0 $0
Perry J. Blatt Conselheiro 27 de Março de 2026 A 51.465 0 0 $0
Prasad Pola Conselheiro 27 de Março de 2026 A 14.572 0 0 $0
Stephen Rooney Conselheiro 27 de Março de 2026 A 39.372 0 0 $0
Steven Crystal Conselheiro 27 de Março de 2026 A 101.713 0 0 $0
Kevin Begley Conselheiro 27 de Março de 2026 A 46.533 0 0 $0
Peter Lavoy Conselheiro 25 de Junho de 2020 S 38.828 0 0 $0
James Sumas · 8 de Outubro de 2018 F 104.732 0 0 $0
David Judge · 2 de Julho de 2018 S 7.200 0 0 $0
Estate of Perry Sumas · 24 de Janeiro de 2017 S 267.639 0 0 $0
Perry Sumas · 6 de Fevereiro de 2009 G 219.824 0 0 $0
John J Mcdermott · 8 de Abril de 2008 F 9.800 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 24 ETFs

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O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
ROSC · Lattice Strategies Trust 0,33% 4.664 NS 31 de Julho de 2026 N-PORT
IWC · iShares Trust 0,10% 32.097 SH 11 de Setembro de 2026 Diário
EBIT · Harbor ETF Trust 0,07% 200 NS 31 de Julho de 2026 N-PORT
VDC · VANGUARD WORLD FUND 0,05% 104.179 SH 19 de Agosto de 2026 Diário
DFSV · Dimensional ETF Trust 0,03% 58.769 NS 31 de Julho de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,03% 8.173 SH 19 de Agosto de 2026 Diário
DFAT · Dimensional ETF Trust 0,02% 77.577 NS 31 de Julho de 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1.162 SH 1 de Outubro de 2026 Diário
IWM · iShares Trust 0,01% 242.169 SH 11 de Setembro de 2026 Diário
RSSL · Global X Funds 0,01% 4.488 NS 31 de Julho de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 6.708 SH 30 de Setembro de 2026 Diário
DFAS · Dimensional ETF Trust 0,01% 35.012 NS 31 de Julho de 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 54.360 SH 19 de Agosto de 2026 Diário
DFAC · Dimensional ETF Trust 0,00% 24.008 NS 31 de Julho de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 804 NS 31 de Julho de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 2.163 NS 31 de Julho de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 2.719 NS 31 de Julho de 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 1.900 NS 31 de Julho de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 12 NS 31 de Julho de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 106.055 SH 19 de Agosto de 2026 Diário
VTI · VANGUARD INDEX FUNDS 0,00% 287.773 SH 19 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 770 SH 19 de Agosto de 2026 Diário
DFSU · Dimensional ETF Trust 0,00% 4 NS 31 de Julho de 2026 N-PORT
IWN · iShares Trust · 87.131 SH 11 de Setembro de 2026 Diário

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

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Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
VLGEA · · 3.8% · · ·
WMK $1.61B 17.8 3.5% 1.9% 7.0% 25.0%
IMKTA · · -5.4% · · ·
YSWY · · · · · ·
GO $998M -4.4 7.3% -4.8% -20.7% 30.3%
NGVC $918M 20.0 7.2% 3.5% 22.9% 29.9%
REBN $12M -0.9 36.5% -112.9% -667.0% ·
MSS · 14.3 114.0% · · ·

Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa

25

Nenhum sinal aberto no momento — nenhum cartão está preenchido, e isso é honesto.

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

Fonte: SEC 10-Q arquivado Jun 3, 2026