WD Walker & Dunlop, Inc Common Stock
$40,11
Preço · Ago 18, 2026
Fundamentais a partir de Ago 6, 2026
Intervalo 52 Semanas
$39–$90
1% of range
Classificação do Analista
BUY
12 analysts
Preço-Alvo
$62
+55% upside
P/E (TTM)
24.5
ROE
3.2%
Margem de Lucro Líquido
4.6%
Sobre Walker & Dunlop, Inc Common Stock Visão geral da empresa da Wikipedia
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
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Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
## History
In 1937, Oliver Walker and Laird Dunlop founded the company.
In 2000, the grandson of Oliver Walker, William M. Walker joined the board of directors. In 2003, he became an executive vice president, by 2005 he was the president and by 2007 he became chairman and chief executive officer of the company.
In 2009, the company acquired commercial lender Column Guaranteed, a subsidiary of Credit Suisse.
In 2010, the company became a public company via an initial public offering.
In 2011, the company launched a bridge lending program.
in September 2012, the company acquired CWCapital for $234 million.
In November 2014, the company acquired Johnson Capital's loan origination and servicing platform.
In April 2015, the company acquired Engler Financial Group, investment advisory and brokerage firm focused on providing investment sales services to owners of multifamily properties.
In March 2018, the company acquired JCR Capital Investment Corporation, a Registered Investment Adviser.
In November 2018, the company acquired iCap Realty Advisors.
In 2019, the company acquired Enodo, an artificial intelligence and technology firm.
In January 2020, the company launched an appraisal joint venture with GeoPhy, Apprise by Walker & Dunlop.
In February 2020, the company acquired AKS Partners, one of New York City’s premier, independent capital markets advisory firms.
In March 2020, the company launched the Walker Webcast, a weekly webcast where CEO, Willy Walker, hosts a diverse network of leaders as they share wisdom that cuts across industry lines.
In May 2020, Walker & Dunlop closed its largest transaction in the company's history with a $2.4 billion Fannie Mae Credit Facility to refinance 67 multifamily properties in the Washington D.C. area.
In February 2021, the company acquired FourPoint Investment Sales Partners, a boutique brokerage firm specializing in student housing and conventional multifamily properties.
In May 2021, Walker & Dunlop announced the acquisition of industry-leading housing research and investment banking firm Zelman & Associates.
In December 2021, Walker & Dunlop announced the acquisition of Alliant Capital.
In 2022, Walker & Dunlop integrated a high-performing land brokerage group with experience in urban, suburban, and mixed-use development land. The acquisition enhanced W&D's land sales capacity.
Walker & Dunlop acquired the hospitality property sales and advisory company in 2024, hence adding hotel and resort property services among their business operations. The move aimed at ensuring that the company could venture into tourism, leisure, and business travel industries.
In February 2025, Walker & Dunlop expanded its international footprint with the launch of its London-based office. The London location marks the firm's first international office in its 87-year history.
In April 2025, Walker & Dunlop added a specialized data infrastructure advisory team focused on assets such as data centers, and digital infrastructure.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
WD Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$40.11
Capitalização de Mercado
$1.34B
P/E (TTM)
24.5
EPS (TTM)
$1.64
Receita (TTM)
$1.23B
Rendimento div.
6.9%
ROE
3.2%
Dívida/Capital
—
Intervalo 52 Semanas
$39 – $90
WD Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Configure
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita e Lucro Líquido
$1.23B
2023-12-31
→
2025-12-31
EPS
$1.64
2023-12-31
→
2025-12-31
Fluxo de caixa livre
$-680M
2023-12-31
→
2025-12-31
Margens
4.6%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
WD
Mediana de Pares
P/E (TTM)
24.5
10.8
P/S (TTM)
1.1
1.3
P/B
0.8
1.2
Price / FCF (Preço / FCF)
-2.0
—
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
WD
Mediana de Pares
Net Profit Margin (Margem de Lucro Líquido)
4.6%
9.4%
ROA
1.2%
1.1%
ROE
3.2%
11.1%
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
WD
Mediana de Pares
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
WD
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
9.0%
—
Revenue CAGR 3Y (CAGR Receita 3A)
-0.65%
—
Revenue CAGR 5Y (CAGR Receita 5A)
2.6%
—
EPS YoY
-48.6%
—
Net Income YoY (Lucro Líquido Ano a Ano)
-48.0%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
WD
Mediana de Pares
Payout Ratio (Índice de Pagamento)
163.2%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
6.9%
Índice de Pagamento
163.2%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 21 de Maio de 2026 | $0,6800 |
| 13 de Março de 2026 | $0,6800 |
| 21 de Novembro de 2025 | $0,6700 |
| 21 de Agosto de 2025 | $0,6700 |
| 15 de Maio de 2025 | $0,6700 |
| 28 de Fevereiro de 2025 | $0,6700 |
| 22 de Novembro de 2024 | $0,6500 |
| 22 de Agosto de 2024 | $0,6500 |
| 15 de Maio de 2024 | $0,6500 |
| 29 de Fevereiro de 2024 | $0,6500 |
| 22 de Novembro de 2023 | $0,6300 |
| 16 de Agosto de 2023 | $0,6300 |
| 17 de Maio de 2023 | $0,6300 |
| 7 de Março de 2023 | $0,6300 |
| 23 de Novembro de 2022 | $0,6000 |
| 17 de Agosto de 2022 | $0,6000 |
| 18 de Maio de 2022 | $0,6000 |
| 18 de Fevereiro de 2022 | $0,6000 |
| 18 de Novembro de 2021 | $0,5000 |
| 18 de Agosto de 2021 | $0,5000 |
WD Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
12 analistas
- Compra forte 4 33,3%
- Compra 6 50,0%
- Manter 2 16,7%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
3 analistas · 2026-08-18
Mediana
$59.00
Média
$62.00
← Abaixo de todos os alvos
$40.11
Mín
$57.00
Máx
$70.00
Alvo mediano
$59.00
+47,1%
Alvo médio
$62.00
+54,6%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
-0.48%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $0.09 | $0.84 | -0.75% |
| 31 de Março de 2026 | $0.46 | $0.28 | 0.18% |
| 31 de Dezembro de 2025 | $-0.41 | $1.27 | -1.7% |
| 30 de Setembro de 2025 | $0.98 | $1.20 | -0.22% |
| 30 de Junho de 2025 | $0.99 | $0.74 | 0.25% |
| 31 de Março de 2025 | $0.08 | $0.71 | -0.63% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| WD | $2.01B | 36.7 | 9.0% | 4.6% | 3.2% | — |
| NMIH | $3.11B | 8.3 | 8.5% | 55.0% | 15.5% | — |
| MBIN | — | — | — | — | — | — |
| AGM | — | 10.6 | 8.9% | 50.8% | 12.7% | — |
| UWMC | — | 36.5 | 18.2% | 0.87% | 1.6% | — |
| VEL | $822M | 7.5 | 36.8% | 56.5% | 17.7% | — |
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | — |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | — |
| LDI | — | -4.6 | -93.7% | -609.7% | -15.2% | — |
| BETR | — | — | — | — | — | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 12
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.23B | $1.13B | $1.05B | $1.26B | $1.26B | $1.08B | $817M | $725M | $712M | $575M | $468M | $361M | |
| Operating Expenses | $1.16B | $1.00B | $916M | $994M | $907M | $753M | $587M | $512M | $478M | $389M | $333M | $277M | |
| Interest Expense | · | · | $50M | $49M | $33M | · | · | · | · | · | · | $18M | |
| Interest Income | $12M | $40M | $45M | $65M | $55M | · | · | · | · | · | · | · | |
| Pretax Income | $79M | $132M | $138M | $265M | $352M | $330M | $230M | $213M | $234M | $186M | $135M | $84M | |
| Income Tax | $22M | $31M | $35M | $56M | $86M | $84M | $57M | $52M | $22M | $71M | $53M | $32M | |
| Net Income | $56M | $108M | $107M | $214M | $266M | $246M | $173M | $161M | $211M | $114M | $82M | $51M | |
| EPS (Basic) | $1.65 | $3.19 | $3.20 | $6.43 | $8.27 | $7.85 | $5.61 | $5.15 | $6.72 | $3.66 | $2.76 | $1.60 | |
| EPS (Diluted) | $1.64 | $3.19 | $3.18 | $6.36 | $8.15 | $7.69 | $5.45 | $4.96 | $6.47 | $3.57 | $2.65 | $1.58 | |
| Shares (Basic) | 33,347,000 | 33,116,000 | 32,697,000 | 32,326,000 | 31,081,000 | 30,444,000 | 29,913,000 | 30,202,000 | 30,176,000 | 29,768,000 | 29,754,000 | 32,210,000 | |
| Shares (Diluted) | 33,369,000 | 33,158,000 | 32,875,000 | 32,687,000 | 31,533,000 | 31,083,000 | 30,815,000 | 31,384,000 | 31,386,000 | 30,537,000 | 30,949,000 | 32,624,000 | |
| EBITDA | $239M | $238M | $227M | $235M | $210M | $169M | $152M | $142M | $131M | $111M | $98M | $80M |
Balanço Patrimonial 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $299M | $279M | $329M | $226M | $306M | $321M | $121M | $90M | $191M | $119M | $137M | $113M | |
| PP&E (Net) | $54M | $48M | $43M | $34M | $73M | · | · | · | · | · | · | · | |
| Goodwill | $869M | $869M | $902M | $960M | $699M | $249M | $180M | $174M | $124M | $96M | $90M | $75M | |
| Intangibles | $142M | $157M | $182M | $199M | $184M | $2M | $719M | $670M | · | · | · | $376M | |
| Total Assets | $5.06B | $4.38B | $4.05B | $4.05B | $5.21B | $4.65B | $2.68B | $2.78B | $2.21B | $3.05B | $3.51B | $2.01B | |
| Deferred Tax | $237M | $241M | $245M | $243M | $225M | $186M | $147M | $126M | $108M | $139M | $101M | $85M | |
| Total Liabilities | $3.31B | $2.62B | $2.31B | $2.33B | $3.63B | $3.45B | $1.63B | $1.87B | $1.39B | $2.44B | $3.02B | $1.58B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $1.39B | |
| Common Stock | $334.0K | $332.0K | $329.0K | $323.0K | $320.0K | $307.0K | $300.0K | $295.0K | $300.0K | $296.0K | $295.0K | $318.0K | |
| Retained Earnings | $1.28B | $1.32B | $1.30B | $1.28B | $1.15B | $953M | $797M | $667M | $580M | $381M | $272M | $209M | |
| AOCI | $2M | $586.0K | $-479.0K | $-2M | $3M | $2M | $737.0K | $-75.0K | $93.0K | · | · | · | |
| Stockholders' Equity | $1.74B | $1.75B | $1.72B | $1.69B | $1.55B | $1.20B | $1.04B | $902M | $809M | $610M | $488M | $433M | |
| Liabilities + Equity | $5.06B | $4.38B | $4.05B | $4.05B | $5.21B | $4.65B | $2.68B | $2.78B | $2.21B | $3.05B | $3.51B | $2.01B | |
| Shares Outstanding | 33,389,000 | 33,194,000 | 32,874,000 | 32,396,000 | 32,049,000 | 30,678,000 | 30,035,000 | 29,497,000 | 30,016,000 | 29,551,000 | 29,466,000 | 31,822,000 |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $239M | $238M | $227M | $235M | $210M | $169M | $152M | $142M | $131M | $111M | $98M | $80M | |
| Stock-based Comp | $27M | $27M | $28M | $34M | $37M | $28M | $24M | $24M | $21M | $18M | $14M | $10M | |
| Deferred Tax | $-6M | $-2M | $1M | $18M | $34M | $47M | $22M | $17M | $-31M | $38M | $17M | $10M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $2M | $771.0K | |
| Other Non-cash | $-980M | $-241M | $-364M | $1.08B | $324M | $-1.90B | $56M | $-281M | $735M | $478M | $-1.55B | $-881M | |
| Operating Cash Flow | $-664M | $129M | $-518.0K | $1.58B | $870M | $-1.41B | $428M | $64M | $1.07B | $759M | $-1.34B | $-703M | |
| CapEx | $16M | $13M | $16M | $22M | $9M | $3M | $5M | $5M | $5M | $2M | $1M | $3M | |
| Investing Cash Flow | $-77M | $-38M | $127M | $-134M | $-378M | $115M | $-80M | $-552M | $97M | $-67M | $-27M | · | |
| Stock Issued | · | · | $3M | $486.0K | $5M | $14M | $6M | $9M | $3M | $4M | $8M | $8M | |
| Stock Repurchased | $10M | $12M | $21M | $42M | $19M | $46M | $31M | $69M | $35M | $13M | $50M | $38M | |
| Net Stock Activity | $-10M | $-12M | $-17M | $-42M | $-14M | $-32M | $-25M | $-60M | $-32M | $-9M | $-43M | $-30M | |
| Dividends Paid | $92M | $89M | $85M | $80M | $64M | $45M | $37M | $31M | · | · | · | · | |
| Financing Cash Flow | $758M | $-155M | $7M | $-1.58B | $-458M | $1.52B | $-332M | $322M | $-1.09B | $-694M | $1.39B | · | |
| Taxes Paid | $23M | $32M | $31M | $59M | $43M | $30M | $40M | · | · | · | · | · | |
| Free Cash Flow | $-680M | $116M | $-17M | $1.56B | $861M | $-1.41B | $423M | $59M | $1.06B | $757M | $-1.34B | $-732M | |
| Levered FCF | · | · | $-54M | · | · | · | · | · | · | · | · | $-743M |
Lucratividade 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 4.6% | 9.6% | 10.2% | 17.0% | 21.1% | 22.7% | 21.2% | 22.3% | 29.7% | 19.9% | 17.6% | 14.2% | |
| Pretax Margin | 6.4% | 11.6% | 13.1% | 21.1% | 28.0% | 30.5% | 28.2% | 29.3% | 32.8% | 32.3% | 28.9% | 23.3% | |
| EBITDA Margin | 19.3% | 21.0% | 21.5% | 18.7% | 16.7% | 15.6% | 18.7% | 19.6% | 18.4% | 19.4% | 21.0% | 22.2% | |
| ROA | 1.2% | 2.4% | 2.6% | 4.3% | 5.1% | 6.7% | 6.3% | 6.5% | 8.0% | 3.5% | 3.0% | 3.3% | |
| ROE | 3.2% | 6.2% | 6.3% | 13.2% | 18.7% | 21.3% | 17.9% | 18.9% | 29.7% | 20.8% | 17.9% | 12.3% |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.0% | 7.4% | -16.2% | -0.03% | 16.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.65% | -3.5% | -0.91% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -48.6% | 0.31% | -50.0% | -22.0% | 6.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -36.4% | -26.9% | -25.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -26.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -48.0% | 0.75% | -49.8% | -19.5% | 8.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -35.9% | -25.9% | -24.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -25.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 13
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.23B | $1.13B | $1.05B | $1.26B | $1.26B | $1.08B | $817M | $725M | $712M | $575M | $468M | $361M | |
| Net Income TTM | $56M | $108M | $107M | $214M | $266M | $246M | $173M | $161M | $211M | $114M | $82M | $51M | |
| Market Cap | $2.01B | $3.23B | $3.65B | $2.54B | $4.84B | $2.82B | $1.94B | $1.28B | $1.43B | $922M | $849M | $558M | |
| P/E | 36.7 | 30.5 | 34.9 | 12.3 | 18.5 | 12.0 | 11.9 | 8.7 | 7.3 | 8.7 | 10.9 | 11.1 | |
| P/S | 1.6 | 2.8 | 3.5 | 2.0 | 3.8 | 2.6 | 2.4 | 1.8 | 2.0 | 1.6 | 1.8 | 1.5 | |
| P/B | 1.2 | 1.8 | 2.1 | 1.5 | 3.1 | 2.4 | 1.9 | 1.4 | 1.8 | 1.5 | 1.7 | 1.3 | |
| P / Tangible Book | 2.8 | 4.5 | 5.7 | 4.8 | 7.2 | 3.0 | · | · | · | · | · | · | |
| P / Cash Flow | -3.0 | 24.9 | -7045.1 | 1.6 | 5.6 | -2.0 | 4.5 | 19.9 | 1.3 | 1.2 | -0.6 | -0.8 | |
| P / FCF | -3.0 | 27.7 | -218.3 | 1.6 | 5.6 | -2.0 | 4.6 | 21.5 | 1.3 | 1.2 | -0.6 | -0.8 | |
| Dividend Yield | 4.6% | 2.8% | 2.3% | 3.1% | 1.3% | 1.6% | 1.9% | 2.5% | · | · | · | · | |
| Earnings Yield | 2.7% | 3.3% | 2.9% | 8.1% | 5.4% | 8.4% | 8.4% | 11.5% | 13.6% | 11.4% | 9.2% | 9.0% | |
| Payout Ratio | 163.2% | 81.9% | 79.0% | 37.5% | 24.2% | 18.4% | 21.5% | 19.5% | · | · | · | · | |
| Annual Payout | $92M | $89M | $85M | $80M | $64M | $45M | $37M | $31M | · | · | · | · |
Demonstração de Resultados 12
| 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 | $307M | $301M | $340M | $338M | $319M | $237M | $341M | $292M | $271M | $228M | $274M | $269M | $273M | $239M | $283M | $316M | |
| Operating Expenses | $305M | $275M | $359M | $292M | $273M | $232M | $289M | $255M | $242M | $214M | $235M | $241M | $237M | $204M | $236M | $261M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $9M | · | $14M | · | $11M | · | $14M | |
| Interest Income | $17M | $17M | $-21M | $15M | $11M | $7M | · | $11M | $7M | $7M | · | $12M | $12M | $11M | $20M | $18M | |
| Pretax Income | $2M | $26M | $-19M | $46M | $46M | $5M | $52M | $38M | $28M | $14M | $39M | $28M | $36M | $35M | $47M | $54M | |
| Income Tax | $-764.0K | $8M | $-5M | $13M | $12M | $3M | $11M | $9M | $8M | $3M | $10M | $7M | $10M | $7M | $10M | $8M | |
| Net Income | $3M | $16M | $-14M | $33M | $34M | $3M | $45M | $29M | $23M | $12M | $32M | $21M | $28M | $27M | $41M | $47M | |
| EPS (Basic) | $0.09 | $0.46 | $-0.41 | $0.98 | $1.00 | $0.08 | $1.32 | $0.85 | $0.67 | $0.35 | $0.94 | $0.64 | $0.82 | $0.80 | $1.25 | $1.41 | |
| EPS (Diluted) | $0.09 | $0.46 | $-0.41 | $0.98 | $0.99 | $0.08 | $1.32 | $0.85 | $0.67 | $0.35 | $0.93 | $0.64 | $0.82 | $0.79 | $1.23 | $1.40 | |
| Shares (Basic) | 33,263,000 | 33,394,000 | -66,651,000 | 33,376,000 | 33,358,000 | 33,264,000 | -66,152,000 | 33,169,000 | 33,121,000 | 32,978,000 | -65,264,000 | 32,737,000 | 32,695,000 | 32,529,000 | -64,571,000 | 32,290,000 | |
| Shares (Diluted) | 33,275,000 | 33,411,000 | -66,695,000 | 33,397,000 | 33,371,000 | 33,296,000 | -66,247,000 | 33,203,000 | 33,154,000 | 33,048,000 | -65,687,000 | 32,895,000 | 32,851,000 | 32,816,000 | -65,244,000 | 32,620,000 | |
| EBITDA | $61M | $63M | · | $60M | $59M | $58M | · | $58M | $56M | $56M | · | $57M | $56M | $57M | · | $60M |
Balanço Patrimonial 13
| 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 | $161M | $193M | $299M | $275M | $234M | $181M | $279M | $180M | $208M | $217M | $329M | $236M | $228M | $188M | $226M | $152M | |
| PP&E (Net) | · | · | $54M | · | · | · | $48M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $869M | $869M | $869M | $869M | $869M | $869M | $869M | $902M | $902M | $902M | · | $950M | $964M | $960M | · | $948M | |
| Intangibles | $134M | $138M | $142M | $146M | $149M | $153M | $157M | $171M | $174M | $178M | · | $186M | $190M | $194M | · | $203M | |
| Total Assets | $4.89B | $6.17B | $5.06B | $5.80B | $4.68B | $4.51B | $4.38B | $4.58B | $4.18B | $3.83B | $4.05B | $4.28B | $4.81B | $4.49B | $4.05B | $6.00B | |
| Deferred Tax | · | · | $237M | · | · | · | $241M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $3.17B | $4.43B | $3.31B | $4.02B | $2.91B | $2.77B | $2.62B | $2.83B | $2.44B | $2.09B | · | $2.55B | $3.08B | $2.78B | · | $4.31B | |
| Common Stock | $333.0K | $332.0K | $334.0K | $333.0K | $333.0K | $333.0K | $332.0K | $332.0K | $331.0K | $331.0K | · | $328.0K | $327.0K | $327.0K | · | $323.0K | |
| Retained Earnings | $1.24B | $1.26B | $1.28B | $1.32B | $1.31B | $1.30B | $1.32B | $1.30B | $1.29B | $1.29B | · | $1.29B | $1.29B | $1.28B | · | $1.26B | |
| AOCI | $612.0K | $1M | $2M | $2M | $3M | $1M | $586.0K | $1M | $415.0K | $-492.0K | · | $-2M | $-1M | $-2M | · | $-1M | |
| Stockholders' Equity | $1.71B | $1.72B | $1.74B | $1.77B | $1.75B | $1.73B | $1.75B | $1.71B | $1.70B | $1.72B | · | $1.71B | $1.70B | $1.69B | · | $1.66B | |
| Liabilities + Equity | $4.89B | $6.17B | $5.06B | $5.80B | $4.68B | $4.51B | $4.38B | $4.58B | $4.18B | $3.83B | · | $4.28B | $4.81B | $4.49B | · | $6.00B | |
| Shares Outstanding | 33,269,000 | 33,249,000 | 33,389,000 | 33,385,000 | 33,366,000 | 33,344,000 | 33,194,000 | 33,189,000 | 33,137,000 | 33,095,000 | · | 32,779,000 | 32,703,000 | 32,679,000 | · | 32,344,000 |
Fluxo de Caixa 13
| 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 | $61M | $63M | $62M | $60M | $59M | $58M | $68M | $58M | $56M | $56M | $56M | $57M | $56M | $57M | $58M | $60M | |
| Other Non-cash | · | $-1.22B | · | · | · | $-341M | · | · | · | $-29M | · | · | · | $-630M | · | · | |
| Operating Cash Flow | $1.17B | $-1.14B | $803M | $-948M | $-238M | $-281M | $531M | $-202M | $-238M | $38M | $332M | $549M | $-334M | $-547M | $2.05B | $-1.32B | |
| CapEx | $600.0K | $2M | $7M | $2M | $3M | $4M | $4M | $2M | $4M | $3M | $2M | $4M | $7M | $3M | $3M | $7M | |
| Investing Cash Flow | $-5M | $-40M | $-13M | $-3M | $-23M | $-39M | $-992.0K | $-8M | $-5M | $-25M | $-20M | $36M | $101M | $9M | $37M | $-57M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $1M | · | $2M | $0 | $449.0K | · | $0 | |
| Stock Repurchased | $298.0K | $19M | $183.0K | $1M | $645.0K | $9M | $369.0K | $1M | $809.0K | $10M | $2M | $871.0K | $662.0K | $17M | $2M | $1M | |
| Net Stock Activity | · | $-19M | · | · | · | $-9M | · | · | · | $-9M | · | · | · | $-17M | · | · | |
| Dividends Paid | $24M | $24M | $23M | $23M | $23M | $23M | $22M | $22M | $22M | $22M | $21M | $21M | $21M | $21M | $20M | $20M | |
| Financing Cash Flow | $-1.20B | $1.07B | $-784M | $996M | $324M | $222M | $-469M | $195M | $243M | $-124M | $-221M | $-568M | $282M | $514M | $-2.03B | $1.39B | |
| Taxes Paid | $21M | $68.0K | $1M | $6M | $16M | $-75.0K | $3M | $12M | $18M | $-604.0K | $4M | $6M | $20M | $1M | $2M | $11M | |
| Free Cash Flow | · | $-1.15B | · | · | · | $-285M | · | · | · | $35M | · | · | · | $-549M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $28M | · | · | · | · | · | · |
Lucratividade 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 0.98% | 5.3% | · | 9.9% | 10.6% | 1.2% | · | 9.8% | 8.4% | 5.2% | · | 8.0% | 10.1% | 11.2% | · | 14.8% | |
| Pretax Margin | 0.68% | 8.6% | · | 13.6% | 14.5% | 2.2% | · | 12.8% | 10.4% | 6.0% | · | 10.5% | 13.2% | 14.5% | · | 17.2% | |
| EBITDA Margin | 19.8% | 20.9% | · | 17.8% | 18.5% | 24.3% | · | 19.7% | 20.7% | 24.5% | · | 21.4% | 20.6% | 23.9% | · | 19.0% | |
| ROA | 0.06% | 0.30% | · | 0.64% | 0.77% | 0.07% | · | 0.65% | 0.50% | 0.29% | · | 0.42% | 0.59% | 0.60% | · | 0.84% | |
| ROE | 0.17% | 0.92% | · | 1.9% | 2.0% | 0.16% | · | 1.7% | 1.3% | 0.70% | · | 1.3% | 1.7% | 1.6% | · | 3.1% |
Eficiência 1
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Avaliação (TTM) 11
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.26B | $1.20B | · | $1.19B | $1.12B | $1.03B | · | $1.06B | $1.04B | $1.01B | · | $1.10B | $1.17B | $1.21B | · | $1.32B | |
| Net Income TTM | $86M | $86M | · | $99M | $88M | $66M | · | $85M | $84M | $88M | · | $123M | $155M | $199M | · | $244M | |
| Market Cap | $1.82B | $1.48B | · | $2.79B | $2.35B | $2.85B | · | $3.77B | $3.25B | $3.34B | · | $2.43B | $2.59B | $2.49B | · | $2.71B | |
| P/E | 21.7 | 17.7 | · | 28.8 | 27.2 | 43.8 | · | 45.3 | 39.6 | 38.9 | · | 20.3 | 17.1 | 12.9 | · | 11.4 | |
| P/S | 1.4 | 1.2 | · | 2.4 | 2.1 | 2.8 | · | 3.6 | 3.1 | 3.3 | · | 2.2 | 2.2 | 2.0 | · | 2.0 | |
| P/B | 1.1 | 0.9 | · | 1.6 | 1.3 | 1.6 | · | 2.2 | 1.9 | 1.9 | · | 1.4 | 1.5 | 1.5 | · | 1.6 | |
| P / Tangible Book | 2.6 | 2.1 | · | 3.7 | 3.2 | 4.0 | · | 5.9 | 5.2 | 5.3 | · | 4.3 | 4.7 | 4.7 | · | 5.3 | |
| P / Cash Flow | · | -1.3 | · | · | · | -10.1 | · | · | · | 87.1 | · | · | · | -4.6 | · | · | |
| P / FCF | · | -1.3 | · | · | · | -10.0 | · | · | · | 95.1 | · | · | · | -4.5 | · | · | |
| Earnings Yield | 4.6% | 5.7% | · | 3.5% | 3.7% | 2.3% | · | 2.2% | 2.5% | 2.6% | · | 4.9% | 5.8% | 7.8% | · | 8.8% | |
| Payout Ratio | · | 148.7% | · | · | · | 832.8% | · | · | · | 185.1% | · | · | · | 79.6% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Receita | $1.23B | — | — | $1.13B | — |
| Lucro líquido | $56M | — | — | $108M | — |
| EPS Diluído | $1.64 | — | — | $3.19 | — |
Fluxo de Caixa
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $-680M | — | — | $116M | — |
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Investidores institucionais (13F) 285 declarantes · $1.0B 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 |
|---|---|---|---|---|
| 55 (+12 vs trimestre anterior) | 35 (-19 vs trimestre anterior) | 95 (-4 vs trimestre anterior) | 61 (-10 vs trimestre anterior) | +2.7M |
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 | $113.883.814 | 2.081.971 | 11,12% | Ações |
| STATE STREET CORP | $88.725.479 | 1.622.038 | 8,66% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $81.689.691 | 1.493.413 | 7,98% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $75.256.564 | 1.375.806 | 7,35% | Ações |
| ALLIANCEBERNSTEIN L.P. | $58.197.846 | 1.311.353 | 5,68% | Ações |
| JANUS HENDERSON GROUP PLC | $44.111.279 | 993.945 | 4,31% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $40.779.321 | 745.349 | 3,98% | Ações |
| ROYCE & ASSOCIATES LP | $37.004.933 | 676.507 | 3,61% | Ações |
| DEPRINCE RACE & ZOLLO INC | $32.329.188 | 728.463 | 3,16% | Ações |
| Alyeska Investment Group, L.P. | $30.382.513 | 555.439 | 2,97% | Ações |
| AMERIPRISE FINANCIAL INC | $29.019.116 | 530.514 | 2,83% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.325.797 | 481.276 | 2,57% | Ações |
| Erste Asset Management GmbH | $24.223.500 | 450.000 | 2,37% | Ações |
| MetLife Investment Management, LLC | $20.034.477 | 366.261 | 1,96% | Ações |
| Balyasny Asset Management L.P. | $18.038.474 | 329.771 | 1,76% | Ações |
| MORGAN STANLEY | $15.037.333 | 274.905 | 1,47% | Ações |
| VANGUARD GROUP INC | $12.956.551 | 215.404 | 1,27% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $12.346.337 | 225.710 | 1,21% | Ações |
| Rockefeller Capital Management L.P. | $10.221.358 | 186.862 | 1,00% | Ações |
| Russell Investments Group, Ltd. | $9.391.280 | 171.687 | 0,92% | Ações |
| GOLDMAN SACHS GROUP INC | $9.226.632 | 168.677 | 0,90% | Ações |
| CRAWFORD INVESTMENT COUNSEL INC | $7.826.874 | 143.087 | 0,76% | Ações |
| Verdence Capital Advisors LLC | $7.578.937 | 138.555 | 0,74% | Ações |
| Kathmere Capital Management, LLC | $7.570.535 | 138.401 | 0,74% | Ações |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.277.288 | 133.040 | 0,71% | Ações |
| Public Sector Pension Investment Board | $6.584.567 | 120.376 | 0,64% | Ações |
| DEUTSCHE BANK AG\ | $6.539.166 | 119.546 | 0,64% | Ações |
| GRATIA CAPITAL, LLC | $6.361.610 | 116.300 | 0,62% | Opção de compra |
| NEW YORK STATE COMMON RETIREMENT FUND | $6.329.556 | 115.714 | 0,62% | Ações |
| FIRST TRUST ADVISORS LP | $6.148.827 | 112.410 | 0,60% | Ações |
| Qube Research & Technologies Ltd | $5.954.150 | 108.851 | 0,58% | Ações |
| Invenomic Capital Management LP | $5.846.391 | 106.881 | 0,57% | Ações |
| Bank of New York Mellon Corp | $5.352.942 | 97.860 | 0,52% | Ações |
| Man Group plc | $5.095.305 | 93.150 | 0,50% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.021.460 | 91.800 | 0,49% | Opção de compra |
| TWO SIGMA ADVISERS, LP | $4.962.375 | 82.500 | 0,48% | Ações |
| BANK OF AMERICA CORP /DE/ | $4.919.444 | 89.935 | 0,48% | Ações |
| RHUMBLINE ADVISERS | $4.858.489 | 88.821 | 0,47% | Ações |
| Trexquant Investment LP | $4.652.344 | 85.052 | 0,45% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.236.624 | 77.452 | 0,41% | Ações |
| XTX Topco Ltd | $4.129.959 | 75.502 | 0,40% | Ações |
| RPg Family Wealth Advisory, LLC | $4.070.044 | 74.407 | 0,40% | Ações |
| ALGERT GLOBAL LLC | $3.765.548 | 68.840 | 0,37% | Ações |
| Swiss National Bank | $3.653.960 | 66.800 | 0,36% | Ações |
| MARSHALL WACE, LLP | $3.439.427 | 62.878 | 0,34% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $2.903.424 | 53.079 | 0,28% | Ações |
| Legal & General Group Plc | $2.870.054 | 52.469 | 0,28% | Ações |
| IEQ CAPITAL, LLC | $2.639.932 | 48.262 | 0,26% | Ações |
| Allianz Asset Management GmbH | $2.570.578 | 57.922 | 0,25% | Ações |
| BlackRock, Inc. | $2.476.871 | 45.281 | 0,24% | Ações |
| Resolute Capital Asset Partners LLC | $2.461.500 | 45.000 | 0,24% | Ações |
| Mariner, LLC | $2.315.675 | 42.335 | 0,23% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $2.235.808 | 40.874 | 0,22% | Ações |
| PDT Partners, LLC | $2.183.733 | 39.922 | 0,21% | Ações |
| SHUFRO ROSE & CO LLC | $2.092.348 | 38.251 | 0,20% | Ações |
| AMERICAN CENTURY COMPANIES INC | $1.986.102 | 36.309 | 0,19% | Ações |
| ARGA Investment Management, LP | $1.948.906 | 35.629 | 0,19% | Ações |
| PRUDENTIAL FINANCIAL INC | $1.936.107 | 35.395 | 0,19% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.741.101 | 31.830 | 0,17% | Ações |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $1.733.990 | 31.700 | 0,17% | Ações |
| STEINBERG ASSET MANAGEMENT LLC | $1.659.270 | 30.334 | 0,16% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.648.220 | 30.132 | 0,16% | Ações |
| HighTower Advisors, LLC | $1.647.561 | 30.120 | 0,16% | Ações |
| WELLS FARGO & COMPANY/MN | $1.609.712 | 29.428 | 0,16% | Ações |
| CAPTRUST FINANCIAL ADVISORS | $1.590.457 | 29.076 | 0,16% | Ações |
| MILLENNIUM MANAGEMENT LLC | $1.466.179 | 26.804 | 0,14% | Ações |
| Freestone Grove Partners LP | $1.461.803 | 26.724 | 0,14% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.288.085 | 29.024 | 0,13% | Ações |
| Schonfeld Strategic Advisors LLC | $1.277.463 | 23.354 | 0,12% | Ações |
| MERCER GLOBAL ADVISORS INC /ADV | $1.242.210 | 22.710 | 0,12% | Ações |
| VARCOV Co. | $1.238.736 | 22.646 | 0,12% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $1.223.201 | 22.362 | 0,12% | Ações |
| Quantinno Capital Management LP | $1.151.664 | 21.054 | 0,11% | Ações |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $1.103.737 | 20.178 | 0,11% | Ações |
| Cornerstone Investment Partners, LLC | $1.080.434 | 19.752 | 0,11% | Ações |
| JANE STREET GROUP, LLC | $1.033.830 | 18.900 | 0,10% | Opção de compra |
| D. E. Shaw & Co., Inc. | $1.030.056 | 18.831 | 0,10% | Ações |
| Illinois Municipal Retirement Fund | $972.621 | 17.781 | 0,09% | Ações |
| Walleye Capital LLC | $962.009 | 17.587 | 0,09% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $916.389 | 16.753 | 0,09% | Ações |
| GRATIA CAPITAL, LLC | $909.059 | 16.619 | 0,09% | Ações |
| Holocene Advisors, LP | $889.696 | 16.265 | 0,09% | Ações |
| Federation des caisses Desjardins du Quebec | $873.914 | 15.974 | 0,09% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $858.790 | 15.700 | 0,08% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $848.944 | 15.520 | 0,08% | Ações |
| AlphaQuest LLC | $822.732 | 13.678 | 0,08% | Ações |
| Louisiana State Employees Retirement System | $820.500 | 15.000 | 0,08% | Ações |
| BROWN ADVISORY INC | $820.500 | 15.000 | 0,08% | Ações |
| Kestra Advisory Services, LLC | $792.745 | 14.493 | 0,08% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $768.635 | 15.302 | 0,08% | Ações |
| QSV Equity Investors LLC | $749.048 | 12.453 | 0,07% | Ações |
| TWO SIGMA INVESTMENTS, LP | $740.693 | 13.541 | 0,07% | Ações |
| Carson Advisory Inc. | $738.450 | 13.500 | 0,07% | Ações |
| Invesco Ltd. | $737.848 | 13.489 | 0,07% | Ações |
| GatePass Capital, LLC | $734.457 | 13.427 | 0,07% | Ações |
| Vanguard Global Advisers, LLC | $701.692 | 12.828 | 0,07% | Ações |
| ALLSTATE CORP | $699.449 | 12.787 | 0,07% | Ações |
| D. E. Shaw & Co., Inc. | $678.280 | 12.400 | 0,07% | Opção de compra |
| Engineers Gate Manager LP | $672.810 | 12.300 | 0,07% | Ações |
| CAXTON ASSOCIATES LLP | $655.032 | 11.975 | 0,06% | Ações |
Executivos da empresa 26 insiders · 8 diretores · 16 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| William M Walker | Chairman & CEO | 4 de Junho de 2026 A | 488.948 | 1 | 0 | $474.600 |
| Gregory Florkowski | EVP & Chief Financial Officer | 4 de Junho de 2026 A | 37.862 | 0 | 0 | $0 |
| Deborah A Wilson | EVP, CFO & Treasurer | 25 de Março de 2013 F | 93.487 | 0 | 0 | $0 |
| Stephen P Theobald | EVP & Chief Operating Officer | 4 de Junho de 2026 A | 81.551 | 0 | 0 | $0 |
| Daniel J Groman | EVP, GC, Secretary & CCO | 4 de Junho de 2026 A | 22.305 | 0 | 0 | $0 |
| Paula A. Pryor | EVP and Chief HR Officer | 4 de Junho de 2026 A | 15.254 | 0 | 1 | $-459.963 |
| Richard M Lucas | EVP & Gen Counsel & Secretary | 20 de Março de 2024 A | 143.120 | 0 | 0 | $0 |
| Richard C Warner | EVP & Chief Credit Officer | 2 de Março de 2020 M | 57.176 | 0 | 0 | $0 |
| Gary S Pinkus | Conselheiro | 19 de Maio de 2026 A | — | 0 | 0 | $0 |
| Ellen Levy | Conselheiro | 19 de Maio de 2026 A | — | 0 | 0 | $0 |
| Donna Wells | Conselheiro | 19 de Maio de 2026 A | 6.658 | 1 | 0 | $23.480 |
| Jeffery R Hayward | Conselheiro | 19 de Maio de 2026 A | 6.712 | 0 | 0 | $0 |
| John E. Rice Jr | Conselheiro | 19 de Maio de 2026 A | 36.397 | 0 | 0 | $0 |
| Ernest Michael Freedman | Conselheiro | 19 de Maio de 2026 A | 9.193 | 1 | 0 | $246.050 |
| Dana L Schmaltz | Conselheiro | 19 de Maio de 2026 A | 87.421 | 1 | 0 | $45.780 |
| Michael D Malone | Conselheiro | 2 de Maio de 2024 A | 31.519 | 0 | 0 | $0 |
| Howard W Smith III | Conselheiro | 15 de Março de 2024 A | 191.508 | 0 | 0 | $0 |
| Michael J. Warren | Conselheiro | 4 de Maio de 2023 A | 528 | 0 | 0 | $0 |
| Alan J Bowers | Conselheiro | 11 de Março de 2022 L | 43.026 | 0 | 0 | $0 |
| Cynthia A Hallenbeck | Conselheiro | 10 de Maio de 2018 A | 20.639 | 0 | 0 | $0 |
| Andrew C Florance | Conselheiro | 4 de Junho de 2015 A | 24.019 | 0 | 0 | $0 |
| Mitchell M Gaynor | Conselheiro | 12 de Agosto de 2013 P | 18.543 | 0 | 0 | $0 |
| Edmund Frederick Taylor | Conselheiro | 16 de Agosto de 2011 A | 5.517 | 0 | 0 | $0 |
| Fortress Investment Group LLC | Detentor de 10% | 20 de Março de 2015 S | 0 | 0 | 0 | $0 |
| CREDIT SUISSE/ | Detentor de 10% | 27 de Março de 2013 S | 3.429.875 | 0 | 0 | $0 |
| Mallory Walker | Detentor de 10% | 20 de Dezembro de 2010 S | 2.189.307 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 8 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 |
|---|---|---|---|---|---|
| William M. Walker, Walker Family Holdings, LLC ×8 declarações | 16 de Setembro de 2022 | — | Declaração inicial | — | SEC |
| Howard W. Smith, III ×4 declarações | 30 de Dezembro de 2015 | — | Declaração inicial | — | SEC |
| Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II UB Securities LLC, FCO MA II LP, FCO MA LSS LP, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, FCOF UB Investments LLC, FCOF II UB Investments LLC, FIF V WD LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×4 declarações | 24 de Março de 2015 | — | Declaração inicial | Estrutura de capital | SEC |
| Credit Suisse AG (See Item 2) ×3 declarações | 19 de Março de 2014 | — | Declaração inicial | — | SEC |
| Credit Suisse AG ×4 declarações | 10 de Abril de 2013 | — | Declaração inicial | — | SEC |
| Mallory Walker ×4 declarações | 12 de Dezembro de 2012 | — | Declaração inicial | — | SEC |
| CW Financial Services LLC, Galaxy Acquisition LLC, Galaxy CF Holdings LLC, Galaxy PEF Holdings LLC, Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II LP, FCO MA LSS LP, Galaxy CF UST Investment Holdings LLC, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Galaxy Acquisition Blocker B LLC, Galacy Acquisition Blocker CFG LLC, Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×3 declarações | 14 de Setembro de 2012 | — | Declaração inicial | Campanha no conselho | SEC |
| 19 de Junho de 2012 | — | 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 60 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 |
|---|---|---|---|---|
| FYT · First Trust Exchange-Traded AlphaDE… | 0,68% | 24.623 NS | 30 de Abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,33% | 10.421 NS | 30 de Abril de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,33% | 2.011 SH | 8 de Agosto de 2026 | Diário |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,32% | 78.214 NS | 30 de Abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,20% | 72.848 SH | 8 de Agosto de 2026 | Diário |
| ESSC · Strategy Shares | 0,19% | 979 NS | 30 de Abril de 2026 | N-PORT |
| IJS · iShares Trust | 0,16% | 305.253 SH | 8 de Agosto de 2026 | Diário |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,14% | 3.806 NS | 30 de Abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,13% | 32.425 NS | 30 de Abril de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,12% | 29.171 SH | 8 de Agosto de 2026 | Diário |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,11% | 7.034 SH | 8 de Agosto de 2026 | Diário |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,11% | 15.928 NS | 31 de Maio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 120.106 SH | 8 de Agosto de 2026 | Diário |
| EBIT · Harbor ETF Trust | 0,10% | 218 NS | 30 de Abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,10% | 314.403 SH | 8 de Agosto de 2026 | Diário |
| XJR · iShares Trust | 0,10% | 4.077 SH | 8 de Agosto de 2026 | Diário |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,09% | 5.344 SH | 8 de Agosto de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 12.615 NS | 30 de Abril de 2026 | N-PORT |
| IJR · iShares Trust | 0,08% | 2.094.464 SH | 8 de Agosto de 2026 | Diário |
| SAA · ProShares Trust | 0,08% | 408 NS | 31 de Maio de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,07% | 128.364 NS | 31 de Maio de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 10.175 SH | 8 de Agosto de 2026 | Diário |
| DFAT · Dimensional ETF Trust | 0,07% | 187.987 NS | 30 de Abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 31.937 SH | 8 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 194.782 SH | 8 de Agosto de 2026 | Diário |
| DFSV · Dimensional ETF Trust | 0,06% | 85.536 NS | 30 de Abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 34.611 SH | 8 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,05% | 14.284 NS | 30 de Abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,05% | 872.094 SH | 8 de Agosto de 2026 | Diário |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,05% | 26.174 NS | 31 de Maio de 2026 | N-PORT |
| ISCV · iShares Trust | 0,04% | 6.999 SH | 8 de Agosto de 2026 | Diário |
| ITWO · ProShares Trust | 0,04% | 1.552 NS | 31 de Maio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 112.237 NS | 30 de Abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,04% | 473.901 SH | 8 de Agosto de 2026 | Diário |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 163.018 NS | 31 de Maio de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 1.214 NS | 31 de Maio de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 1.595 SH | 8 de Agosto de 2026 | Diário |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 4.557 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 392.790 SH | 8 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,02% | 749.142 SH | 8 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,02% | 54.678 SH | 8 de Agosto de 2026 | Diário |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 8.618 NS | 30 de Abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 1.231 NS | 31 de Maio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 1.235 NS | 30 de Abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2.078 SH | 8 de Agosto de 2026 | Diário |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 130.168 SH | 8 de Agosto de 2026 | Diário |
| HDG · ProShares Trust | 0,01% | 31 NS | 31 de Maio de 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 1.604 NS | 31 de Maio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 2.002 NS | 30 de Abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 37.136 NS | 30 de Abril de 2026 | N-PORT |