WELL Welltower Inc. Common Stock
$238,32
Preço · Ago 18, 2026
Fundamentais a partir de Jul 28, 2026
Intervalo 52 Semanas
$162–$255
82% of range
Classificação do Analista
BUY
28 analysts
Preço-Alvo
$256
+7% upside
P/E (TTM)
171.5
ROE
2.6%
Margem de Lucro Líquido
8.9%
Sobre Welltower Inc. Common Stock Visão geral da empresa da Wikipedia
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure. As of December 31, 2022, the company had investments in approximately 3,000 properties, all of which were in the United States, Canada, and the United Kingdom.
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Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure. As of December 31, 2022, the company had investments in approximately 3,000 properties, all of which were in the United States, Canada, and the United Kingdom.
History
Frederic D. "Fritz" Wolfe helped grow Wolfe Industries, a diversified, family-owned construction company from one Lima, Ohio lumberyard, investing in health-care real estate. The company began building nursing homes in 1963.
In 1970, Health Care Fund was founded in Lima by Wolfe and Bruce Thompson, as the first healthcare-focused real estate investment trust (REIT). In 1981, Wolfe also founded Health Care & Retirement Corp., later Manor Care Inc., now ProMedica Senior Care.
Health Care Fund changed its name to Health Care REIT in 1985, moving its headquarters to Toledo the following year. The company next became Welltower, in September 2015.
Health Care REIT was led by George Chapman from 1996 to 2014, when he retired and was succeeded by Thomas DeRosa.
Welltower is ranked 534th on the Fortune 500 in 2025.
Acquisitions
In 2011, the company acquired most real estate assets of Genesis HealthCare for $2.4 billion, adding 147 properties, including post-acute, skilled nursing, and assisted living facilities, in 11 states. Genesis continues to operate the properties.
In 2011, it formed a partnership valued at $890 million with Benchmark Senior Living, which included 34 private-pay senior housing complexes. In January 2015, the company acquired nine Benchmark Senior Living complexes in New England for $360 million.
In 2012, the company invested about $5 billion, primarily in private-pay senior housing and medical office buildings; $530 million purchased assets from Belmont Village Senior Living, and $240 million acquired a property portfolio from Brookdale Senior Living.
On January 8, 2013, the company acquired nearly all the real estate assets of Sunrise Senior Living in a $4.3 billion transaction, including 125 properties in large urban areas in the U.S., Canada, and the UK, with 120 owned properties and five joint-venture properties among them. In a related deal, Sunrise's property management business was recapitalized and spun-off to a partnership including Kohlberg Kravis Roberts and Coastwood Senior Housing Partners LLC, for $130 million. The company bought out their interests in late 2014 through a joint venture with Canadian senior living operator Revera, with Revera owning a 76% equity interest in the Sunrise Senior Living real estate management, and the remainder retained by Health Care REIT.
The company first partnered with Revera in May 2013 when it formed a joint venture to share ownership of 47 Revera retirement residences in Canada. The company bought a 75 percent interest in the approximately CAD$1.35 billion portfolio, with Revera owning the remaining 25 percent. In 2015, the joint venture then acquired Regal Lifestyle Communities for CAD$764 million, including 23 private-pay senior housing properties, thirteen properties in Ontario and seven in Quebec, totalling 3,600 units. One property each is located in British Columbia, Saskatchewan, and Newfoundland.
In early 2015, the company purchased all of Aspen Healthcare's four London hospitals for £226 million, including Holly House Hospital, Highgate Hospital, and Parkside Hospital and Cancer Centre, which were then leased back to Aspen for a 25-year terms.
In August 2015, Welltower formed a joint venture with the Canada Pension Plan Investment Board (CPPIB) to acquire a combined interest of 50.5 percent in a portfolio of medical office buildings in Southern California from healthcare REIT G&L Realty. In February 2016, Welltower formed another joint venture with the CPPIB to buy a 97.5 percent interest in senior housing run by Discovery Senior Living in Florida for $555 million. The remaining 2.5 percent equity was retained by Discovery, which operates all six properties, known as "Aston Gardens".
Welltower acquired 19 properties from Vintage Senior Living for $1.15 billion in the Los Angeles and San Francisco areas, in September 2016, making Welltower the largest owner of senior housing in the state.
In April 2018, Welltower and ProMedica acquired Healthpeak Properties spin-off Quality Care Properties, along with HCR ManorCare, for $4.4 billion.
In 2025, Welltower acquired Amica Senior Lifestyles from the Ontario Teachers' Pension Plan, for US$4.6 billion and, that June, it acquired NorthStar Healthcare Income REIT for $US900 million in cash.
According to researchers at Corporate Watch, Welltower’s acquisition of the UK’s largest care home providers HC-One and Barchester Healthcare in late 2025 made Welltower the largest single investor in the UK care home industry.[1] Barchester Healthcare was acquired for $6.875 billion, the largest ever care home deal.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
WELL Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$238.32
Capitalização de Mercado
$165.99B
P/E (TTM)
171.5
EPS (TTM)
$1.39
Receita (TTM)
$10.84B
Rendimento div.
1.1%
ROE
2.6%
Dívida/Capital
—
Intervalo 52 Semanas
$162 – $255
WELL 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
$10.84B
2016-12-31
→
2025-12-31
EPS
$1.39
2016-12-31
→
2025-12-31
Fluxo de caixa livre
—
Margens
8.9%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
WELL
Mediana de Pares
P/E (TTM)
171.5
29.8
P/S (TTM)
15.3
6.3
P/B
3.9
1.7
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
WELL
Mediana de Pares
Net Profit Margin (Margem de Lucro Líquido)
8.9%
15.7%
ROA
1.6%
2.6%
ROE
2.6%
4.6%
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
WELL
Mediana de Pares
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
WELL
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
35.6%
—
Revenue CAGR 3Y (CAGR Receita 3A)
22.7%
—
Revenue CAGR 5Y (CAGR Receita 5A)
18.7%
—
EPS YoY
-11.5%
—
Net Income YoY (Lucro Líquido Ano a Ano)
-1.1%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
WELL
Mediana de Pares
Payout Ratio (Índice de Pagamento)
195.2%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
1.1%
Índice de Pagamento
195.2%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 12 de Agosto de 2026 | $0,8500 |
| 13 de Maio de 2026 | $0,7400 |
| 25 de Fevereiro de 2026 | $0,7400 |
| 10 de Novembro de 2025 | $0,7400 |
| 12 de Agosto de 2025 | $0,7400 |
| 14 de Maio de 2025 | $0,6700 |
| 25 de Fevereiro de 2025 | $0,6700 |
| 13 de Novembro de 2024 | $0,6700 |
| 12 de Agosto de 2024 | $0,6700 |
| 10 de Maio de 2024 | $0,6100 |
| 22 de Fevereiro de 2024 | $0,6100 |
| 13 de Novembro de 2023 | $0,6100 |
| 14 de Agosto de 2023 | $0,6100 |
| 15 de Maio de 2023 | $0,6100 |
| 27 de Fevereiro de 2023 | $0,6100 |
| 17 de Novembro de 2022 | $0,6100 |
| 22 de Agosto de 2022 | $0,6100 |
| 23 de Maio de 2022 | $0,6100 |
| 28 de Fevereiro de 2022 | $0,6100 |
| 15 de Novembro de 2021 | $0,6100 |
WELL Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
28 analistas
- Compra forte 6 21,4%
- Compra 17 60,7%
- Manter 5 17,9%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
22 analistas · 2026-08-14
Mediana
$260.00
Agora
$238.32
Mín
$192.00
Máx
$292.00
Alvo mediano
$260.00
+9,1%
Alvo médio
$255.59
+7,2%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
-0.06%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $0.61 | $0.64 | -0.03% |
| 31 de Março de 2026 | $1.02 | $0.77 | 0.25% |
| 31 de Dezembro de 2025 | $0.14 | $0.59 | -0.45% |
| 30 de Setembro de 2025 | $0.41 | $0.53 | -0.12% |
| 30 de Junho de 2025 | $0.45 | $0.46 | -0.01% |
| 31 de Março de 2025 | $0.40 | $0.41 | -0.01% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $10.84B | $7.99B | $6.64B | $5.86B | $4.74B | $4.61B | $5.12B | $4.70B | $4.32B | $4.28B | $3.86B | $3.34B | |
| Cost of Revenue | $6.49B | $4.83B | $3.95B | $3.56B | $2.77B | $2.60B | $2.69B | $2.43B | $2.08B | · | · | · | |
| SG&A Expense | $1.75B | $235M | $179M | $150M | $127M | $128M | $127M | $126M | $122M | $155M | $147M | $143M | |
| Operating Expenses | $11.32B | $7.47B | $6.29B | $5.69B | $4.57B | $4.64B | $4.58B | $4.28B | $4.02B | $3.57B | $3.22B | $2.96B | |
| Interest Income | $246M | $256M | $168M | $151M | $138M | · | · | $56M | $74M | $98M | $84M | $38M | |
| Other Non-op | · | · | $-108M | $-102M | $-42M | $-70M | $-53M | $-113M | · | · | · | · | |
| Pretax Income | · | $524M | $350M | $173M | $171M | $-32M | $543M | $423M | $300M | $709M | $636M | $384M | |
| Income Tax | $-7M | $3M | $6M | $7M | $9M | $10M | $3M | $9M | $20M | $-19M | $6M | $-1M | |
| Net Income | $962M | $973M | $358M | $161M | $374M | $1.04B | $1.33B | $830M | $541M | $1.08B | $889M | $512M | |
| EPS (Basic) | $1.41 | $1.58 | $0.66 | $0.31 | $0.79 | $2.36 | $3.07 | $2.03 | $1.26 | $2.83 | $2.35 | $1.46 | |
| EPS (Diluted) | $1.39 | $1.57 | $0.66 | $0.30 | $0.78 | $2.33 | $3.05 | $2.02 | $1.26 | $2.81 | $2.34 | $1.45 | |
| Shares (Basic) | 665,639,000 | 602,975,000 | 515,629,000 | 462,185,000 | 424,976,000 | 415,451,000 | 401,845,000 | 373,620,000 | 367,237,000 | 358,275,000 | 348,240,000 | 306,272,000 | |
| Shares (Diluted) | 679,521,000 | 608,750,000 | 518,701,000 | 465,158,000 | 426,841,000 | 417,387,000 | 403,808,000 | 375,250,000 | 369,001,000 | 360,227,000 | 349,424,000 | 307,747,000 | |
| EBITDA | · | · | · | · | · | · | $1.03B | $950M | $922M | $901M | $826M | $844M |
Balanço Patrimonial 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5.03B | $3.51B | $1.99B | $632M | $269M | $1.55B | $285M | $215M | $244M | $607M | $423M | $553M | |
| Goodwill | $346M | $149M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | |
| Intangibles | $909M | $666M | $515M | $461M | $503M | $323M | $436M | $384M | $377M | $436M | $469M | $359M | |
| Total Assets | $67.30B | $51.04B | $44.01B | $37.89B | $34.91B | $32.48B | $33.38B | $30.34B | $27.94B | $28.87B | $29.02B | $24.96B | |
| Total Liabilities | $24.10B | $18.47B | $17.64B | $16.50B | $15.91B | $15.26B | $16.40B | $14.33B | $12.64B | $13.19B | $13.66B | $11.40B | |
| Long-term Debt | $19.20B | $15.50B | $15.74B | $14.71B | $13.91B | $2.38B | $13.42B | $12.19B | $11.04B | $11.73B | $12.12B | · | |
| Common Stock | $697M | $637M | $566M | $492M | $449M | $419M | $411M | $384M | $372M | $363M | $355M | $329M | |
| Paid-in Capital | $50.90B | $40.02B | $32.74B | $26.74B | $23.13B | $20.82B | $20.19B | $18.42B | $17.66B | $17.00B | $16.48B | · | |
| Retained Earnings | $11.03B | $10.10B | $9.15B | $8.80B | $8.66B | $8.33B | $7.35B | $6.12B | $5.32B | $4.80B | $3.73B | · | |
| Treasury Stock | $14M | $114M | $112M | $111M | $108M | $104M | $79M | $68M | $65M | $55M | $44M | $35M | |
| AOCI | $-288M | $-360M | $-163M | $-120M | $-121M | $-149M | $-112M | $-130M | $-111M | $-170M | $-88M | $-77M | |
| Stockholders' Equity | $42.13B | $31.96B | $25.40B | $20.29B | $17.64B | $15.97B | $15.54B | $14.63B | $14.42B | $14.81B | $14.59B | $13.18B | |
| Liabilities + Equity | $67.30B | $51.04B | $44.01B | $37.89B | $34.91B | $32.48B | $33.38B | $30.34B | $27.94B | $28.87B | $29.02B | $24.96B | |
| Shares Outstanding | 696,507,255 | 635,289,329 | 564,241,181 | 490,508,937 | 447,239,477 | 417,400,602 | 410,256,615 | 383,674,603 | 371,731,551 | 362,602,173 | 354,777,670 | 328,790,066 |
Fluxo de Caixa 13
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2.08B | $1.63B | $1.40B | $1.31B | $1.04B | $1.04B | $1.03B | $950M | $922M | $901M | $826M | $844M | |
| Stock-based Comp | $1.56B | $76M | $37M | $26M | $18M | $28M | $25M | $28M | $19M | $29M | $31M | $32M | |
| Deferred Tax | $-50M | $-7M | $-2M | $-11M | $-1M | $-1M | $-10M | $-7M | $12M | $-34M | $-4M | $-4M | |
| Other Non-cash | · | · | · | · | · | · | $-837M | $-217M | $-60M | $-349M | $-368M | $-246M | |
| Operating Cash Flow | $2.88B | $2.26B | $1.60B | $1.33B | $1.28B | $1.36B | $1.54B | $1.58B | $1.43B | $1.64B | $1.38B | $1.14B | |
| Investing Cash Flow | $-10.51B | $-5.51B | $-5.71B | $-3.70B | $-4.52B | $2.35B | $-2.05B | $-2.39B | $155M | $-183M | $-3.50B | $-2.13B | |
| Stock Issued | · | · | · | · | $2.35B | $595M | $1.06B | $790M | $622M | $534M | $1.76B | $2.34B | |
| Stock Repurchased | · | · | · | $0 | $0 | $8M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | · | · | $0 | $2.35B | $588M | $1.06B | $790M | $622M | $534M | $1.76B | $2.34B | |
| Dividends Paid | $1.88B | $1.55B | $1.26B | $1.13B | $1.04B | $1.12B | $1.40B | $1.30B | $1.28B | $1.23B | $1.14B | $970M | |
| Financing Cash Flow | $9.00B | $4.91B | $5.45B | $2.76B | $1.57B | $-2.08B | $577M | $818M | $-1.91B | $-1.25B | $2.00B | $1.30B | |
| Net Change in Cash | $1.50B | $1.64B | $1.35B | $376M | $-1.67B | $1.64B | $70M | $7M | $-298M | $185M | $-131M | $315M | |
| Taxes Paid | $23M | $8M | $8M | $3M | $-5M | $14M | $14M | $2M | $10M | · | · | · |
Lucratividade 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 8.9% | 12.2% | 5.4% | 2.7% | 7.9% | 22.6% | 26.0% | 17.6% | 12.5% | 25.3% | 23.0% | 15.3% | |
| Pretax Margin | · | 6.6% | 5.3% | 2.9% | 3.6% | -0.69% | 10.6% | 9.0% | 6.9% | 16.6% | 16.5% | 11.5% | |
| EBITDA Margin | · | · | · | · | · | · | 20.1% | 20.2% | 21.3% | 21.1% | 21.4% | 25.2% | |
| ROA | 1.6% | 2.1% | 0.87% | 0.44% | 1.1% | 3.1% | 4.2% | 2.9% | 1.9% | 3.7% | 3.3% | · | |
| ROE | 2.6% | 3.4% | 1.6% | 0.85% | 2.2% | 6.6% | 8.8% | 5.7% | 3.7% | 7.4% | 6.4% | · |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | · |
Taxas de Crescimento 10
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 35.6% | 20.4% | 13.3% | 23.6% | 3.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 22.7% | 19.0% | 13.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 18.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -11.5% | 137.9% | 120.0% | -61.5% | -66.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 66.7% | 26.3% | -34.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -1.1% | 171.6% | 123.0% | -57.1% | -63.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 81.6% | 37.5% | -29.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 10.9% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 12
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.84B | $7.99B | $6.64B | $5.86B | $4.74B | $4.61B | $5.12B | $4.70B | $4.32B | $4.28B | $3.86B | $3.34B | |
| Net Income TTM | $962M | $973M | $358M | $161M | $374M | $1.04B | $1.33B | $830M | $541M | $1.08B | $889M | $512M | |
| Market Cap | $129.28B | $80.07B | $50.88B | $32.15B | $38.36B | $26.97B | $33.55B | $26.63B | $23.71B | $24.27B | $24.14B | · | |
| P/E | 133.5 | 80.3 | 136.6 | 218.5 | 110.0 | 27.7 | 26.8 | 34.4 | 50.6 | 23.8 | 29.1 | 52.2 | |
| P/S | 11.9 | 10.0 | 7.7 | 5.5 | 8.1 | 5.9 | 6.6 | 5.7 | 5.5 | 5.7 | 6.3 | · | |
| P/B | 3.1 | 2.5 | 2.0 | 1.6 | 2.2 | 1.7 | 2.2 | 1.8 | 1.6 | 1.6 | 1.7 | · | |
| P / Tangible Book | 3.2 | 2.6 | 2.0 | 1.6 | 2.2 | 1.7 | · | · | · | · | · | · | |
| P / Cash Flow | 44.9 | 35.5 | 31.8 | 24.2 | 30.1 | 19.8 | 21.8 | 16.8 | 16.5 | 14.9 | 17.6 | · | |
| Dividend Yield | 1.5% | 1.9% | 2.5% | 3.5% | 2.7% | 4.2% | 4.2% | 4.9% | 5.4% | 5.1% | 4.7% | · | |
| Earnings Yield | 0.75% | 1.2% | 0.73% | 0.46% | 0.91% | 3.6% | 3.7% | 2.9% | 2.0% | 4.2% | 3.4% | 1.9% | |
| Payout Ratio | 195.2% | 158.8% | 352.0% | 704.7% | 277.0% | 107.8% | 105.6% | 156.7% | 236.3% | 114.0% | 128.8% | 189.3% | |
| Annual Payout | $1.88B | $1.55B | $1.26B | $1.13B | $1.04B | $1.12B | $1.40B | $1.30B | $1.28B | $1.23B | $1.14B | $970M |
Demonstração de Resultados 14
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.54B | $3.35B | $3.18B | $2.69B | $2.55B | $2.42B | $2.25B | $2.06B | $1.82B | $1.86B | $1.75B | $1.66B | $1.67B | $1.56B | $1.52B | $1.47B | |
| Cost of Revenue | $2.15B | $2.06B | $1.93B | $1.58B | $1.51B | $1.46B | $1.41B | $1.21B | $1.11B | $1.10B | $1.04B | $995M | $959M | $958M | $939M | $912M | |
| SG&A Expense | $67M | $67M | $1.56B | $63M | $64M | $64M | $49M | $78M | $56M | $53M | $44M | $46M | $44M | $44M | $41M | $35M | |
| Operating Expenses | $3.22B | $3.01B | $4.45B | $2.39B | $2.25B | $2.22B | $2.14B | $1.87B | $1.73B | $1.72B | $1.66B | $1.59B | $1.51B | $1.52B | $1.51B | $1.47B | |
| Interest Income | $77M | $71M | $54M | $67M | $62M | $62M | $71M | $69M | $63M | $53M | $51M | $42M | $39M | $36M | · | · | |
| Other Non-op | · | · | · | · | · | · | · | $-20M | $-49M | $-14M | · | $-38M | $-11M | $-23M | · | $-15M | |
| Pretax Income | $320M | $345M | · | $293M | $298M | $199M | · | $184M | $90M | $141M | · | $72M | $152M | $38M | $7M | $6M | |
| Income Tax | $-62M | $12M | $-5M | $2M | $1M | $-6M | $114.0K | $-5M | $1M | $6M | $-5M | $5M | $4M | $3M | $-4M | $3M | |
| Net Income | $463M | $752M | $118M | $282M | $305M | $257M | $124M | $457M | $261M | $132M | $88M | $135M | $106M | $29M | $2M | $-3M | |
| EPS (Basic) | $0.63 | $1.04 | $0.13 | $0.42 | $0.46 | $0.40 | $0.20 | $0.74 | $0.42 | $0.22 | $0.16 | $0.24 | $0.21 | $0.05 | $-0.02 | $-0.01 | |
| EPS (Diluted) | $0.61 | $1.02 | $0.13 | $0.41 | $0.45 | $0.40 | $0.20 | $0.73 | $0.42 | $0.22 | $0.17 | $0.24 | $0.20 | $0.05 | $-0.03 | $-0.01 | |
| Shares (Basic) | 709,732,000 | 699,837,000 | -1,306,754,000 | 672,407,000 | 656,593,000 | 643,393,000 | -1,182,909,000 | 611,290,000 | 600,545,000 | 574,049,000 | -997,303,000 | 521,848,000 | 499,023,000 | 492,061,000 | -902,887,000 | 463,366,000 | |
| Shares (Diluted) | 737,956,000 | 726,255,000 | -1,327,813,000 | 685,399,000 | 668,140,000 | 653,795,000 | -1,191,649,000 | 618,306,000 | 604,563,000 | 577,530,000 | -1,002,901,000 | 525,138,000 | 501,970,000 | 494,494,000 | -905,092,000 | 463,366,000 | |
| EBITDA | $738M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Balanço Patrimonial 14
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.97B | $4.70B | $5.03B | $6.81B | $4.41B | $3.50B | $3.51B | $3.56B | $2.78B | $2.39B | · | $2.58B | $2.20B | $572M | · | $343M | |
| Goodwill | $349M | $343M | $346M | $206M | $208M | $200M | $149M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | |
| Intangibles | $878M | $784M | $909M | $384M | $655M | $693M | $666M | $484M | $449M | $477M | · | $386M | $397M | $447M | · | $504M | |
| Total Assets | $69.88B | $67.22B | $67.30B | $59.50B | $55.83B | $53.29B | $51.04B | $48.95B | $45.53B | $44.55B | · | $41.65B | $40.06B | $38.49B | · | $37.41B | |
| Total Liabilities | $22.21B | $22.29B | $24.10B | $20.19B | $19.29B | $18.71B | $18.47B | $17.89B | $15.85B | $16.01B | · | $17.84B | $17.87B | $16.90B | · | $16.96B | |
| Long-term Debt | $17.73B | $17.93B | $19.20B | $16.85B | $15.97B | $15.72B | · | $15.76B | $13.94B | $14.21B | · | $15.83B | $15.99B | $15.12B | · | $14.60B | |
| Common Stock | $719M | $705M | $697M | $684M | $665M | $652M | $637M | $620M | $610M | $593M | · | $534M | $510M | $498M | · | $474M | |
| Paid-in Capital | $55.18B | $52.41B | $50.90B | $47.05B | $43.95B | $42.03B | $40.02B | $37.95B | $36.69B | $35.11B | · | $30.06B | $28.09B | $27.16B | · | $25.29B | |
| Retained Earnings | $12.21B | $11.76B | $11.03B | $10.94B | $10.66B | $10.35B | $10.10B | $9.98B | $9.53B | $9.27B | · | $9.06B | $8.93B | $8.83B | · | $8.81B | |
| Treasury Stock | $26M | $23M | $14M | $14M | $14M | $20M | $114M | $115M | $115M | $115M | · | $112M | $112M | $113M | · | $112M | |
| AOCI | $-422M | $-342M | $-288M | $-217M | $-166M | $-310M | $-360M | $-195M | $-246M | $-181M | · | $-149M | $-96M | $-112M | · | $-75M | |
| Stockholders' Equity | $46.41B | $43.79B | $42.13B | $38.76B | $35.90B | $33.96B | $31.96B | $30.33B | $28.98B | $27.55B | · | $22.95B | $21.20B | $20.45B | · | $19.17B | |
| Liabilities + Equity | $69.88B | $67.22B | $67.30B | $59.50B | $55.83B | $53.29B | $51.04B | $48.95B | $45.53B | $44.55B | · | $41.65B | $40.06B | $38.49B | · | $37.41B | |
| Shares Outstanding | 718,902,041 | 704,686,814 | 696,507,255 | 684,108,350 | 665,119,829 | 651,889,055 | 635,289,329 | 618,395,510 | 608,150,705 | 590,934,192 | · | 532,268,482 | 508,159,453 | 496,294,516 | · | 472,516,526 |
Fluxo de Caixa 10
| 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 | $738M | $623M | $594M | $510M | $495M | $486M | $480M | $404M | $382M | $366M | $381M | $339M | $342M | $339M | $342M | $354M | |
| Stock-based Comp | $17M | $19M | $1.51B | $16M | $15M | $18M | $14M | $40M | $10M | $12M | $8M | $9M | $11M | $9M | $7M | $6M | |
| Operating Cash Flow | $1.00B | $670M | $654M | $858M | $770M | $599M | $559M | $685M | $605M | $407M | $371M | $439M | $416M | $376M | $253M | $356M | |
| Investing Cash Flow | $-5.27B | $-807M | $-5.46B | $-1.63B | $-1.40B | $-2.03B | $-2.21B | $-1.45B | $-1.28B | $-581M | $-3.14B | $-1.24B | $-393M | $-933M | $-419M | $-1.20B | |
| Stock Issued | $2.91B | $1.54B | · | $2.87B | $1.98B | $1.99B | · | $1.24B | $1.60B | $2.42B | · | $1.93B | $923M | $411M | · | $827M | |
| Net Stock Activity | · | $1.54B | · | · | · | $1.99B | · | · | · | · | · | · | · | $411M | · | · | |
| Dividends Paid | $524M | $520M | $510M | $497M | $439M | $432M | $418M | $409M | $366M | $352M | $338M | $319M | $303M | $300M | $298M | $283M | |
| Financing Cash Flow | $1.53B | $-200M | $3.03B | $3.24B | $1.42B | $1.31B | $1.59B | $1.68B | $1.06B | $579M | $2.14B | $1.21B | $1.63B | $470M | $457M | $831M | |
| Net Change in Cash | $-2.72B | $-390M | $-1.73B | $2.42B | $913M | $-101M | $-73M | $921M | $385M | $402M | $-611M | $388M | $1.66B | $-83M | $297M | $-17M | |
| Taxes Paid | $16M | $20M | $429.0K | $3M | $8M | $11M | $32.0K | $-742.0K | $6M | $3M | $4M | $3M | $832.0K | $325.0K | $-3M | $1M |
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 | 13.1% | 22.4% | · | 10.5% | 11.9% | 10.6% | · | 22.2% | 14.3% | 7.1% | · | 8.1% | 6.4% | 1.8% | · | -0.18% | |
| Pretax Margin | 9.0% | 10.3% | · | 10.9% | 11.7% | 8.2% | · | 8.9% | 5.0% | 7.6% | · | 4.3% | 9.2% | 2.4% | · | 0.42% | |
| EBITDA Margin | 20.8% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| ROA | 0.74% | 1.2% | · | 0.52% | 0.60% | 0.53% | · | 1.0% | 0.61% | 0.32% | · | 0.34% | 0.28% | 0.08% | · | -0.01% | |
| ROE | 1.1% | 1.9% | · | 0.82% | 0.94% | 0.84% | · | 1.7% | 1.0% | 0.55% | · | 0.64% | 0.53% | 0.15% | · | -0.01% |
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 | · | 0.0 | 0.1 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Avaliação (TTM) 10
| 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 | $12.13B | $11.01B | · | $9.71B | $8.85B | $8.16B | · | $7.40B | $7.01B | $6.75B | · | $6.36B | $6.17B | $5.90B | · | $5.58B | |
| Net Income TTM | $1.80B | $1.60B | · | $1.30B | $1.28B | $1.11B | · | $984M | $633M | $401M | · | $267M | $228M | $187M | · | $349M | |
| Market Cap | $163.17B | $139.32B | · | $121.87B | $102.25B | $99.88B | · | $79.17B | $63.40B | $55.22B | · | $43.60B | $41.11B | $35.58B | · | $30.39B | |
| P/E | 91.2 | 86.7 | · | 89.5 | 76.9 | 86.6 | · | 79.5 | 96.5 | 131.6 | · | 170.7 | 183.8 | 188.7 | · | 85.8 | |
| P/S | 13.5 | 12.7 | · | 12.5 | 11.6 | 12.2 | · | 10.7 | 9.0 | 8.2 | · | 6.9 | 6.7 | 6.0 | · | 5.4 | |
| P/B | 3.5 | 3.2 | · | 3.1 | 2.8 | 2.9 | · | 2.6 | 2.2 | 2.0 | · | 1.9 | 1.9 | 1.7 | · | 1.6 | |
| P / Tangible Book | 3.6 | 3.3 | · | 3.2 | 2.9 | 3.0 | · | 2.7 | 2.2 | 2.0 | · | 1.9 | 2.0 | 1.8 | · | 1.6 | |
| P / Cash Flow | · | 207.9 | · | · | · | 166.7 | · | · | · | 135.7 | · | · | · | 94.6 | · | · | |
| Earnings Yield | 1.1% | 1.1% | · | 1.1% | 1.3% | 1.2% | · | 1.3% | 1.0% | 0.76% | · | 0.59% | 0.54% | 0.53% | · | 1.2% | |
| Payout Ratio | · | 69.2% | · | · | · | 168.1% | · | · | · | 267.6% | · | · | · | 1048.3% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $10.84B | $7.99B | $6.64B | $5.86B | $4.74B |
| Lucro líquido | $962M | $973M | $358M | $161M | $374M |
| EPS Diluído | $1.39 | $1.57 | $0.66 | $0.30 | $0.78 |
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Investidores institucionais (13F) 1.706 declarantes · $110.6B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 202 (-1 vs trimestre anterior) | 78 (-23 vs trimestre anterior) | 658 (+37 vs trimestre anterior) | 457 (+4 vs trimestre anterior) | +135.0M |
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 GROUP INC | $15.813.805.137 | 85.199.101 | 14,30% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.467.623.529 | 46.118.974 | 9,46% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9.861.748.449 | 43.449.568 | 8,91% | Ações |
| STATE STREET CORP | $9.564.245.706 | 42.138.810 | 8,65% | Ações |
| Capital International Investors | $8.965.880.965 | 39.500.055 | 8,10% | Ações |
| Capital World Investors | $4.545.947.796 | 20.028.842 | 4,11% | Ações |
| NORGES BANK | $4.118.820.958 | 18.146.984 | 3,72% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $3.456.414.703 | 15.303.632 | 3,12% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $2.934.540.297 | 12.929.199 | 2,65% | Ações |
| FMR LLC | $2.835.227.610 | 12.491.641 | 2,56% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $2.183.392.841 | 9.619.742 | 1,97% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $1.773.709.541 | 7.814.730 | 1,60% | Ações |
| Capital Research Global Investors | $1.563.681.433 | 6.889.084 | 1,41% | Ações |
| PeakShares LLC | $1.363.409.000 | 6.007 | 1,23% | Ações |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $1.225.291.871 | 5.398.475 | 1,11% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $899.718.386 | 3.964.041 | 0,81% | Ações |
| Resolution Capital Ltd | $766.627.263 | 3.377.659 | 0,69% | Ações |
| WCM INVESTMENT MANAGEMENT, LLC | $762.167.447 | 3.346.803 | 0,69% | Ações |
| Sumitomo Mitsui Trust Group, Inc. | $715.128.678 | 3.150.763 | 0,65% | Ações |
| AMERIPRISE FINANCIAL INC | $624.831.836 | 2.752.616 | 0,56% | Ações |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $617.322.539 | 2.719.842 | 0,56% | Ações |
| BANK OF AMERICA CORP /DE/ | $608.524.954 | 2.681.081 | 0,55% | Ações |
| GOLDMAN SACHS GROUP INC | $604.159.065 | 2.661.845 | 0,55% | Ações |
| Mitsubishi UFJ Asset Management Co., Ltd. | $529.838.768 | 2.334.400 | 0,48% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $528.399.551 | 2.328.059 | 0,48% | Ações |
| JANE STREET GROUP, LLC | $520.124.452 | 2.291.600 | 0,47% | Opção de compra |
| National Pension Service | $457.359.757 | 2.015.067 | 0,41% | Ações |
| Swiss National Bank | $450.989.390 | 1.987.000 | 0,41% | Ações |
| Legal & General Group Plc | $399.158.296 | 1.758.639 | 0,36% | Ações |
| APG Asset Management US Inc. | $389.571.945 | 1.692.393 | 0,35% | Ações |
| BlackRock, Inc. | $388.787.808 | 1.712.948 | 0,35% | Ações |
| California Public Employees Retirement System | $352.253.808 | 1.551.984 | 0,32% | Ações |
| Vanguard Global Advisers, LLC | $345.654.429 | 1.522.908 | 0,31% | Ações |
| ALLIANCEBERNSTEIN L.P. | $341.700.018 | 1.728.289 | 0,31% | Ações |
| AMERICAN CENTURY COMPANIES INC | $331.045.732 | 1.458.544 | 0,30% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $311.333.841 | 1.371.696 | 0,28% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $305.436.253 | 1.345.712 | 0,28% | Ações |
| RHUMBLINE ADVISERS | $289.883.464 | 1.277.189 | 0,26% | Ações |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $287.235.074 | 1.265.520 | 0,26% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $283.215.297 | 1.249.469 | 0,26% | Ações |
| BAMCO INC /NY/ | $279.640.658 | 1.232.060 | 0,25% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $258.145.010 | 1.137.353 | 0,23% | Ações |
| Asset Management One Co., Ltd. | $257.014.696 | 1.299.958 | 0,23% | Ações |
| Zimmer Partners, LP | $255.097.257 | 1.123.925 | 0,23% | Ações |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $244.143.685 | 1.075.665 | 0,22% | Ações |
| NORDEA INVESTMENT MANAGEMENT AB | $238.130.995 | 1.042.240 | 0,22% | Ações |
| Castle Hook Partners LP | $228.729.925 | 1.007.754 | 0,21% | Ações |
| Adelante Capital Management LLC | $220.721.194 | 972.469 | 0,20% | Ações |
| Holocene Advisors, LP | $217.461.546 | 958.107 | 0,20% | Ações |
| Pictet Asset Management Holding SA | $214.587.652 | 945.445 | 0,19% | Ações |
| Capital International, Inc./CA/ | $214.302.804 | 944.190 | 0,19% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $207.986.386 | 916.367 | 0,19% | Ações |
| Heitman Real Estate Securities LLC | $207.841.195 | 915.721 | 0,19% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $204.693.710 | 1.035.323 | 0,19% | Ações |
| TD Asset Management Inc | $203.771.169 | 897.789 | 0,18% | Ações |
| Korea Investment CORP | $203.171.969 | 895.149 | 0,18% | Ações |
| JANE STREET GROUP, LLC | $194.944.533 | 858.900 | 0,18% | Opção de venda |
| Nuveen, LLC | $193.711.632 | 853.468 | 0,18% | Ações |
| STRS OHIO | $191.407.206 | 843.315 | 0,17% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $189.541.000 | 835.093 | 0,17% | Ações |
| Vanguard Investments Australia, Ltd. | $188.023.764 | 828.408 | 0,17% | Ações |
| STOREBRAND ASSET MANAGEMENT AS | $179.528.958 | 790.981 | 0,16% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $178.148.072 | 784.897 | 0,16% | Ações |
| GOLDMAN SACHS GROUP INC | $175.742.871 | 774.300 | 0,16% | Opção de venda |
| D. E. Shaw & Co., Inc. | $170.250.878 | 750.103 | 0,15% | Ações |
| AEW CAPITAL MANAGEMENT L P | $169.055.654 | 744.837 | 0,15% | Ações |
| CONGRESS ASSET MANAGEMENT CO | $163.781.677 | 721.601 | 0,15% | Ações |
| BARCLAYS PLC | $162.578.837 | 716.301 | 0,15% | Ações |
| Allianz Asset Management GmbH | $160.062.649 | 705.215 | 0,14% | Ações |
| RAYMOND JAMES FINANCIAL INC | $144.636.090 | 637.248 | 0,13% | Ações |
| 1832 Asset Management L.P. | $141.032.803 | 621.372 | 0,13% | Ações |
| AVIVA PLC | $139.838.260 | 616.109 | 0,13% | Ações |
| MACQUARIE GROUP LTD | $139.741.117 | 615.681 | 0,13% | Ações |
| CI INVESTMENTS INC. | $138.369.083 | 609.636 | 0,13% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $133.822.874 | 589.606 | 0,12% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $133.268.840 | 587.165 | 0,12% | Ações |
| NEUBERGER BERMAN GROUP LLC | $132.122.717 | 582.115 | 0,12% | Ações |
| Daiwa Securities Group Inc. | $128.310.680 | 565.320 | 0,12% | Ações |
| CITADEL ADVISORS LLC | $126.913.453 | 559.164 | 0,11% | Ações |
| JONES FINANCIAL COMPANIES LLLP | $125.633.729 | 552.649 | 0,11% | Ações |
| MILLENNIUM MANAGEMENT LLC | $124.726.597 | 549.529 | 0,11% | Ações |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $124.318.959 | 547.733 | 0,11% | Ações |
| Retirement Systems of Alabama | $121.977.083 | 537.415 | 0,11% | Ações |
| State of New Jersey Common Pension Fund D | $117.818.538 | 519.093 | 0,11% | Ações |
| PRUDENTIAL FINANCIAL INC | $115.854.567 | 510.440 | 0,10% | Ações |
| FRED ALGER MANAGEMENT, LLC | $110.084.989 | 485.020 | 0,10% | Ações |
| LPL Financial LLC | $109.056.922 | 480.491 | 0,10% | Ações |
| APG Asset Management N.V. | $107.676.251 | 542.390 | 0,10% | Ações |
| Nuveen Asset Management, LLC | $106.156.849 | 842.314 | 0,10% | Ações |
| TCW GROUP INC | $103.259.094 | 454.946 | 0,09% | Ações |
| FIRST TRUST ADVISORS LP | $102.853.898 | 453.161 | 0,09% | Ações |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $101.753.375 | 448.312 | 0,09% | Ações |
| Resona Asset Management Co.,Ltd. | $99.661.898 | 437.988 | 0,09% | Ações |
| Balyasny Asset Management L.P. | $94.060.907 | 414.420 | 0,09% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $92.771.661 | 469.231 | 0,08% | Ações |
| Zurich Insurance Group Ltd/FI | $92.544.067 | 407.737 | 0,08% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $91.672.729 | 403.898 | 0,08% | Ações |
| Mitsubishi UFJ Trust & Banking Corp | $91.363.596 | 402.536 | 0,08% | Ações |
| PRIMECAP MANAGEMENT CO/CA/ | $87.498.979 | 385.509 | 0,08% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $85.327.102 | 375.940 | 0,08% | Ações |
Executivos da empresa 46 insiders · 21 diretores · 27 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Shankh Mitra | CEO | 26 de Junho de 2026 G | 72.642 | 0 | 0 | $0 |
| Thomas J Derosa | Chairman & CEO | 14 de Fevereiro de 2020 M | 343.558 | 0 | 0 | $0 |
| George L Chapman | Chairman, CEO and President | 6 de Fevereiro de 2014 F | 275.980 | 0 | 0 | $0 |
| Timothy Mchugh | Co-President and CFO | 13 de Fevereiro de 2026 A | 23.398 | 0 | 0 | $0 |
| John Goodey | Chief Financial Officer | 13 de Março de 2019 S | 48.094 | 0 | 0 | $0 |
| Scott A Estes | EVP and CFO | 13 de Abril de 2017 A | 117.607 | 0 | 0 | $0 |
| Nikhil Chaudhri | Co-President and CIO | 13 de Fevereiro de 2026 A | 449 | 0 | 0 | $0 |
| Raymond W Braun | President | 15 de Janeiro de 2009 F | 106.907 | 0 | 0 | $0 |
| John F. Burkart | Vice Chairman and COO | 13 de Fevereiro de 2026 A | 1.644 | 0 | 0 | $0 |
| Jeffrey H Miller | EVP-COO | 31 de Janeiro de 2017 M | 120.302 | 0 | 0 | $0 |
| Joshua Fieweger | SVP, Chief Accounting Officer | 13 de Fevereiro de 2026 A | 21.269 | 0 | 0 | $0 |
| Matthew Grant Mcqueen | Chief Legal Officer | 13 de Fevereiro de 2026 A | 26.881 | 0 | 0 | $0 |
| Ayesha Menon | EVP - Wellness Housing & Deve | 23 de Fevereiro de 2023 A | 8.763 | 0 | 0 | $0 |
| Mercedes Kerr | EVP-Business Development | 28 de Fevereiro de 2019 S | 44.478 | 0 | 0 | $0 |
| Scott M Brinker | EVP - Chief Investment Officer | 31 de Dezembro de 2016 F | 102.550 | 0 | 0 | $0 |
| Erin C Ibele | EVP-Head Human Cap.&Corp.Secy. | 17 de Junho de 2016 S | 63.256 | 0 | 0 | $0 |
| Charles J Herman JR | EVP/Pres, Srs. Hous/Post Acute | 10 de Junho de 2015 S | 41.883 | 0 | 0 | $0 |
| Michael A Crabtree | Sr. Vice President & Treasurer | 5 de Março de 2015 S | 45.039 | 0 | 0 | $0 |
| Daniel R Loftus | Senior Vice President | 1 de Novembro de 2012 M | 35.341 | 0 | 0 | $0 |
| John T Thomas | EVP- Medical Facilities | 25 de Julho de 2012 D | 15.136 | 0 | 0 | $0 |
| Frederick L Farrar | Executive Vice President | 15 de Outubro de 2009 S | 51.754 | 0 | 0 | $0 |
| Dennis G Lopez | Conselheiro | 21 de Maio de 2026 A | 18.525 | 0 | 0 | $0 |
| Kenneth J Bacon | Conselheiro | 1 de Maio de 2026 C | 14.306 | 0 | 0 | $0 |
| Andrew Gundlach | Conselheiro | 26 de Fevereiro de 2026 A | 20.000 | 0 | 0 | $0 |
| Ade J. Patton | Conselheiro | 26 de Fevereiro de 2026 A | 8.241 | 0 | 0 | $0 |
| Johnese Spisso | Conselheiro | 26 de Fevereiro de 2026 A | 16.057 | 0 | 0 | $0 |
| Karen B Desalvo | Conselheiro | 26 de Fevereiro de 2026 A | 12.370 | 0 | 0 | $0 |
| Sergio Rivera | Conselheiro | 26 de Fevereiro de 2026 A | 26.611 | 0 | 0 | $0 |
| Kathryn M Sullivan | Conselheiro | 26 de Fevereiro de 2026 A | 6.599 | 0 | 0 | $0 |
| Diana Reid | Conselheiro | 1 de Março de 2024 A | 10.773 | 0 | 0 | $0 |
| Philip L Hawkins | Conselheiro | 1 de Março de 2024 A | 4.462 | 0 | 0 | $0 |
| Jeffrey H Donahue | Conselheiro | 3 de Março de 2022 A | 49.123 | 0 | 0 | $0 |
| Sharon M Oster | Conselheiro | 12 de Fevereiro de 2021 A | 43.469 | 0 | 0 | $0 |
| Scott R Trumbull | Conselheiro | 18 de Fevereiro de 2020 J | 39.486 | 0 | 0 | $0 |
| Gary Whitelaw | Conselheiro | 7 de Fevereiro de 2019 A | 10.040 | 0 | 0 | $0 |
| Timothy J Naughton | Conselheiro | 7 de Fevereiro de 2019 A | 19.161 | 0 | 0 | $0 |
| Geoffrey G Meyers | Conselheiro | 7 de Fevereiro de 2019 A | 10.109 | 0 | 0 | $0 |
| Judith C Pelham | Conselheiro | 7 de Fevereiro de 2019 A | 13.588 | 0 | 0 | $0 |
| Fred S Klipsch | Conselheiro | 9 de Fevereiro de 2018 M | 4.703 | 0 | 0 | $0 |
| Peter J Grua | Conselheiro | 10 de Março de 2015 G | 21.879 | 0 | 0 | $0 |
| BALLARD WILLIAM C JR | Conselheiro | 5 de Fevereiro de 2015 A | 23.290 | 0 | 0 | $0 |
| Jeffrey Otten | Conselheiro | 6 de Fevereiro de 2014 A | 7.212 | 0 | 0 | $0 |
| Pier C Borra | Conselheiro | 26 de Janeiro de 2012 A | 69.369 | 0 | 0 | $0 |
| Daniel A Decker | Conselheiro | 26 de Janeiro de 2012 A | — | 0 | 0 | $0 |
| Paul D Nungester Jr | — | 15 de Fevereiro de 2018 A | 29.989 | 0 | 0 | $0 |
| Bruce G Thompson | — | 24 de Agosto de 2005 M | 5.507 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 217 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 |
|---|---|---|---|---|
| REZ · iShares Trust | 24,29% | 889.005 SH | 8 de Agosto de 2026 | Diário |
| RITA · ETF Series Solutions | 14,10% | 5.761 NS | 30 de Abril de 2026 | N-PORT |
| JRE · Janus Detroit Street Trust | 12,84% | 2.370 NS | 30 de Abril de 2026 | N-PORT |
| SPRE · Tidal Trust I | 11,69% | 115.789 NS | 31 de Maio de 2026 | N-PORT |
| IYR · iShares Trust | 11,04% | 2.119.672 SH | 8 de Agosto de 2026 | Diário |
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 11,04% | 254.728 NS | 31 de Maio de 2026 | N-PORT |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 10,25% | 613.570 NS | 31 de Maio de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 9,62% | 4.675.344 NS | 31 de Maio de 2026 | N-PORT |
| USRT · iShares Trust | 9,20% | 1.801.458 SH | 8 de Agosto de 2026 | Diário |
| REET · iShares Trust | 8,99% | 1.936.999 SH | 8 de Agosto de 2026 | Diário |
| REIT · ALPS ETF Trust | 8,88% | 22.666 NS | 31 de Maio de 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 8,72% | 5.978 NS | 30 de Abril de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 8,60% | 571.110 NS | 30 de Abril de 2026 | N-PORT |
| ICF · iShares Trust | 8,57% | 763.388 SH | 8 de Agosto de 2026 | Diário |
| VNQ · VANGUARD SPECIALIZED FUNDS | 8,41% | 26.553.698 SH | 8 de Agosto de 2026 | Diário |
| PSR · Invesco Actively Managed Exchange-T… | 8,33% | 21.088 | 8 de Agosto de 2026 | Diário |
| DFGR · Dimensional ETF Trust | 7,80% | 1.260.273 NS | 30 de Abril de 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 7,50% | 581.201 NS | 30 de Abril de 2026 | N-PORT |
| ERET · iShares Trust | 7,02% | 4.180 SH | 8 de Agosto de 2026 | Diário |
| DRN · Direxion Shares ETF Trust | 6,89% | 14.864 NS | 30 de Abril de 2026 | N-PORT |
| URE · ProShares Trust | 6,87% | 18.733 NS | 31 de Maio de 2026 | N-PORT |
| RNTY · Tidal Trust II | 6,78% | 1.589 NS | 30 de Abril de 2026 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 6,68% | 264.486 NS | 31 de Maio de 2026 | N-PORT |
| IQRA · New York Life Investments Active ET… | 6,55% | 2.082 NS | 30 de Abril de 2026 | N-PORT |
| VGSR · Manager Directed Portfolios | 4,84% | 112.353 NS | 31 de Março de 2026 | N-PORT |
| HAUS · Tidal Trust I | 4,82% | 1.907 NS | 30 de Abril de 2026 | N-PORT |
| BWTG · ETF Opportunities Trust | 4,10% | 4.112 NS | 31 de Maio de 2026 | N-PORT |
| GQRE · FlexShares Trust | 4,09% | 72.114 NS | 30 de Abril de 2026 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 3,64% | 15.384 | 8 de Agosto de 2026 | Diário |
| AGNG · Global X Funds | 3,07% | 12.218 NS | 31 de Maio de 2026 | N-PORT |
| PPTY · ETF Series Solutions | 2,85% | 3.423 NS | 31 de Maio de 2026 | N-PORT |
| CAML · Professionally Managed Portfolios | 2,57% | 44.443 NS | 30 de Abril de 2026 | N-PORT |
| CAPE · DoubleLine ETF Trust | 2,43% | 32.062 NS | 31 de Março de 2026 | N-PORT |
| BDIV · ETF Series Solutions | 2,05% | 592 NS | 30 de Abril de 2026 | N-PORT |
| CGDG · Capital Group Dividend Growers ETF | 1,99% | 490.662 NS | 31 de Maio de 2026 | N-PORT |
| NUDV · Nushares ETF Trust | 1,93% | 4.011 NS | 30 de Abril de 2026 | N-PORT |
| AMOM · Exchange Listed Funds Trust | 1,87% | 2.625 NS | 30 de Abril de 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 1,64% | 2.720 NS | 31 de Maio de 2026 | N-PORT |
| USMV · iShares Trust | 1,56% | 1.598.921 SH | 8 de Agosto de 2026 | Diário |
| ESMV · iShares Trust | 1,55% | 516 SH | 8 de Agosto de 2026 | Diário |
| UPSD · ETF Series Solutions | 1,49% | 6.944 NS | 30 de Abril de 2026 | N-PORT |
| YOKE · EA Series Trust | 1,43% | 14.777 NS | 30 de Abril de 2026 | N-PORT |
| BLDG · Cambria ETF Trust | 1,38% | 3.252 NS | 30 de Abril de 2026 | N-PORT |
| NULC · Nushares ETF Trust | 1,38% | 3.612 NS | 30 de Abril de 2026 | N-PORT |
| FMAG · FIDELITY COVINGTON TRUST | 1,26% | 14.717 NS | 30 de Abril de 2026 | N-PORT |
| NULG · Nushares ETF Trust | 1,16% | 138.706 NS | 30 de Abril de 2026 | N-PORT |
| SNPG · DBX ETF Trust | 1,15% | 750 NS | 29 de Maio de 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 1,10% | 93.865 | 8 de Agosto de 2026 | Diário |
| RFFC · ALPS ETF Trust | 1,09% | 1.575 NS | 31 de Maio de 2026 | N-PORT |
| ACLC · AMERICAN CENTURY ETF TRUST | 1,05% | 15.742 NS | 31 de Maio de 2026 | N-PORT |