WHG Westwood Holdings Group Inc Common Stock
NYSE · Financial Services · SEC EDGAR'da Görüntüle ↗ kapat Eki 2, 2026 10-K/10-Q Ağu 6, 2026
$19,61
· 52 haftalık aralığın %'i
· düşüğün üstünde
· yükseğe
$14,7052 haftanın en düşüğü
$20,9752 haftanın en yükseği
Piyasa Değeri (MRQ)
$175M
P/E
21.8
Hisse Başına Kâr
$0.79
Gelir
$98M
rozetleriniz
52 Haftlık Aralık
$15–$21
Analist Derecelendirmesi
·
Fiyat Hedefi
·
P/E
21.8
ROE
5.7%
Net Kâr Marjı
7.2%
Rozet şeridiniz boş — bu sayfada herhangi bir metriği sabitleyin.
WHG Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık
Fiyat
$19.61
Piyasa Değeri (MRQ)
$175M
P/E
21.8
Hisse Başına Kâr
$0.79
Gelir
$98M
ROE
5.7%
52 Haftlık Aralık
$15–$21
WHG Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin
aralık
çubuklar
Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.
Westwood Holdings Group Inc Common Stock Hakkında Wikipedia'dan şirket genel bakışı
sektörFinancial Services
endüstriFinancial Services
çalışanlar148
ülkeUS
10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri
Gelir$98M2023-12-31 → 2025-12-31
Hisse Başına Kâr$0.792023-12-31 → 2025-12-31
Serbest Nakit Akışı$19M2023-12-31 → 2025-12-31
Net kar marjı7.2%2023-12-31 → 2025-12-31
Değerleme ve Oranlar
Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?
| Metrik | 5 Yıllık trend | WHG | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| P/E | 21.8 | · | 18.0 | Aşırı değerli | |
| F/D (MRQ) | 1.4 | · | 1.0 | Aşırı değerli | |
| Fiyat / Serbest Nakit Akışı (TTM) | 9.4 | · | · | · | |
| Fiyat / Nakit Akışı (TTM) | 8.9 | · | · | · | |
| Fiyat / Maddi Defter Değeri (MRQ) | 1.6 | · | · | · |
Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.
Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC
| Metrik | 5 Yıllık trend | WHG | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Operating Margin (Faaliyet Kâr Marjı) | 5.1% | · | · | · | |
| EBITDA Margin (FAVÖK Marjı) | 5.1% | · | · | · | |
| Pretax Margin (Vergi Öncesi Kar Marjı) | 9.9% | · | · | · | |
| Net Profit Margin (Net Kâr Marjı) | 7.2% | · | 16.5% | Zayıf | |
| ROA | 4.5% | · | 3.1% | En üst düzey | |
| ROE | 5.7% | · | 7.4% | Zayıf | |
| ROIC | 2.9% | · | · | · |
Finansal Sağlık Borç, likidite, solventlik — bilanço gücü
Bu oran grubu için henüz veri yok
Bu oran grubunu hesaplamak için henüz yeterli temel veriye sahip değil.
Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR
| Metrik | 5 Yıllık trend | WHG | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Revenue YoY (Gelir Yıllık Bazda) | 3.2% | · | · | · | |
| Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı) | 12.5% | · | · | · | |
| Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı) | 8.5% | · | · | · | |
| EPS YoY (EPS YB) | 203.8% | · | · | · | |
| Net Income YoY (Net Gelir Yıllık Bazda) | 220.1% | · | · | · | |
| EPS CAGR 3Y (EPS Bileşik Yıllık Büyüme Oranı 3Y) | -40.4% | · | · | · | |
| Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y) | -39.1% | · | · | · |
Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı
| Metrik | 5 Yıllık trend | WHG | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Asset Turnover (Aktif Devir Hızı) | 0.6 | · | 0.4 | En üst düzey | |
| Revenue / Employee (Çalışan Başına Gelir) | ≈$660.6K | · | · | · |
değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme
Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR
Temettü Ödeme Oranı75.8%
Yıllıklaştırılmış Ödeme≈$0.60
| Ex-tarihi | Miktar | Para Birimi | Temettü Verimi |
|---|---|---|---|
| Eyl 1, 2026 | $0,15 | USD | ≈3.1% |
| Haz 1, 2026 | $0,15 | USD | ≈3.7% |
| Mar 3, 2026 | $0,15 | USD | ≈3.6% |
| Ara 1, 2025 | $0,15 | USD | ≈3.6% |
| Eyl 2, 2025 | $0,15 | USD | ≈3.5% |
| Haz 2, 2025 | $0,15 | USD | ≈4.1% |
| Mar 3, 2025 | $0,15 | USD | ≈3.9% |
| Ara 2, 2024 | $0,15 | USD | ≈3.9% |
| Ağu 30, 2024 | $0,15 | USD | ≈4.5% |
| Haz 3, 2024 | $0,15 | USD | ≈5.0% |
| Şub 29, 2024 | $0,15 | USD | ≈5.0% |
| Kas 30, 2023 | $0,15 | USD | ≈5.5% |
| Ağu 31, 2023 | $0,15 | USD | ≈5.9% |
| Haz 1, 2023 | $0,15 | USD | ≈4.6% |
| Şub 28, 2023 | $0,15 | USD | ≈4.7% |
| Ara 1, 2022 | $0,15 | USD | ≈5.1% |
| Eyl 1, 2022 | $0,15 | USD | ≈4.7% |
| Haz 2, 2022 | $0,15 | USD | ≈18.9% |
| Mar 3, 2022 | $0,15 | USD | ≈18.5% |
| Ara 2, 2021 | $0,15 | USD | ≈18.0% |
Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi
Sonraki Rapor
Eki 28, 2026
| Dönem | Rapor | EPS Gerçek | EPS Tahmin | Sürpriz |
|---|---|---|---|---|
| 30 Haziran 2026 | Ağu 6, 2026 | $0.33 | — | — |
| 31 Mart 2026 | $0.31 | — | — | |
| 31 Aralık 2025 | $0.36 | — | — | |
| 30 Eylül 2025 | $0.64 | — | — | |
| 30 Haziran 2025 | $0.32 | — | — | |
| 31 Mart 2025 | $0.29 | — | — |
Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı
Gelir Tablosu
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $98M | $95M | $90M | $69M | $73M | $65M | $84M | $122M | $134M | $123M | $131M | $113M | |
| SG&A Expense | $11M | $12M | $13M | $9M | $8M | $9M | $10M | $10M | $10M | $9M | $9M | $6M | |
| Operating Expenses | $93M | $94M | $84M | $74M | $67M | $69M | $79M | $86M | $100M | $89M | $89M | $71M | |
| Operating Income | $5M | $830.0K | $6M | $-5M | $6M | $-3M | $5M | $36M | $34M | $34M | · | · | |
| Interest Income | · | · | · | · | · | $35.0K | $103.0K | · | · | · | · | · | |
| Pretax Income | $10M | $4M | $13M | $-5M | $14M | $-8M | $9M | $36M | $34M | $34M | $42M | $42M | |
| Income Tax | $3M | $2M | $3M | $-567.0K | $4M | $1M | $3M | $10M | $14M | $11M | $15M | $15M | |
| Net Income | $7M | $2M | $11M | $-5M | $10M | $-9M | $6M | $27M | $20M | $23M | $27M | $27M | |
| EPS (Basic) | $0.84 | $0.27 | $1.20 | $-0.59 | $1.24 | $-1.12 | $0.70 | $3.20 | $2.45 | $2.84 | $3.49 | $3.63 | |
| EPS (Diluted) | $0.79 | $0.26 | $1.17 | $-0.59 | $1.23 | $-1.12 | $0.70 | $3.13 | $2.38 | $2.77 | $3.33 | $3.45 | |
| Shares (Basic) | 8,374,352 | 8,163,465 | 7,964,423 | 7,844,363 | 7,875,395 | 7,987,554 | 8,408,017 | 8,365,360 | 8,147,742 | 7,961,891 | 7,756,647 | 7,512,348 | |
| Shares (Diluted) | 8,885,580 | 8,515,779 | 8,112,139 | 7,844,363 | 7,927,972 | 7,987,554 | 8,463,239 | 8,547,370 | 8,400,022 | 8,165,475 | 8,149,399 | 7,906,545 | |
| EBITDA | $5M | $830.0K | $6M | $-5M | $6M | $-3M | $5M | $36M | · | · | · | · |
Bilanço
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $26M | $19M | $20M | $24M | $15M | $13M | $50M | $52M | $54M | $34M | $23M | $18M | |
| Short-term Investments | $21M | $28M | $33M | $15M | $65M | $70M | $50M | $66M | $51M | $56M | $72M | $80M | |
| Receivables | $17M | $14M | $14M | $14M | $11M | $9M | $13M | $18M | $22M | $23M | $20M | $15M | |
| Other Current Assets | $8M | $7M | $5M | $5M | $2M | $3M | $3M | $3M | $7M | $2M | $3M | $2M | |
| Current Assets | · | · | $72M | $58M | $94M | $96M | $117M | $140M | $138M | $116M | $118M | $119M | |
| PP&E (Net) | $536.0K | $951.0K | $1M | $2M | $2M | $3M | $4M | $4M | $4M | $4M | $2M | $3M | |
| Accum. Depreciation | $6M | $10M | $10M | $9M | $9M | $8M | $7M | $6M | $6M | $5M | $4M | $3M | |
| Goodwill | $40M | $40M | $40M | $36M | $16M | $16M | $20M | $20M | $27M | $27M | $27M | $11M | |
| Intangibles | $18M | $22M | $25M | $29M | $12M | $14M | $15M | $16M | $20M | $21M | $23M | $3M | |
| Other Non-current Assets | · | · | $1M | $929.0K | $634.0K | $464.0K | $364.0K | · | · | · | · | · | |
| Total Assets | $162M | $150M | $155M | $146M | $140M | $149M | $179M | $199M | $193M | $180M | $181M | $140M | |
| Accounts Payable | $8M | $6M | $6M | $6M | $3M | $2M | $2M | $3M | $4M | $3M | $4M | $2M | |
| Current Liabilities | · | · | $19M | $18M | $16M | $12M | $21M | $27M | $32M | $30M | $45M | $27M | |
| Capital Leases | · | · | $3M | $5M | $5M | $6M | $8M | $9M | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | $1M | $990.0K | |
| Total Liabilities | $36M | $28M | $33M | $36M | $22M | $18M | $30M | $38M | $36M | $34M | $47M | $30M | |
| Common Stock | $124.0K | $122.0K | $119.0K | $115.0K | $107.0K | $105.0K | $103.0K | $102.0K | $100.0K | $98.0K | $94.0K | $90.0K | |
| Retained Earnings | $9M | $6M | $5M | $-4M | $4M | $-2M | $11M | $31M | $29M | $32M | $30M | $20M | |
| Treasury Stock | $90M | $88M | $86M | $85M | $82M | $78M | $63M | $59M | $50M | $44M | $35M | $29M | |
| AOCI | · | · | · | · | · | $0 | $-3M | $-5M | $-2M | $-4M | $-5M | $-1M | |
| Stockholders' Equity | $126M | $122M | $122M | $111M | $118M | $131M | $148M | $161M | $156M | $146M | $134M | $110M | |
| Liabilities + Equity | $162M | $150M | $155M | $146M | $140M | $149M | $179M | $199M | $193M | $180M | $181M | $140M | |
| Shares Outstanding | 8,904,902 | 9,234,575,000 | 9,140,760 | 8,881,831 | 8,253,491 | 8,326,948 | 8,881,086 | 8,904,902 | 8,899,587 | 8,810,375 | 8,630,687 | 8,308,460 |
Nakit Akışı
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $938.0K | |
| Stock-based Comp | $5M | $6M | $7M | $6M | $6M | $7M | $10M | $15M | $16M | $16M | $18M | $14M | |
| Deferred Tax | $-208.0K | $-2M | $1M | $-916.0K | $620.0K | $754.0K | $3M | $-2M | $8M | $149.0K | $-3M | $-2M | |
| Amort. of Intangibles | $4M | $4M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $359.0K | |
| Operating Cash Flow | $19M | $21M | $-1M | $51M | $19M | $-10M | $32M | $31M | $48M | $47M | $55M | $27M | |
| CapEx | $86.0K | $109.0K | $147.0K | $320.0K | $178.0K | $93.0K | $593.0K | $991.0K | $884.0K | $2M | $816.0K | $478.0K | |
| Investing Cash Flow | $-4M | $-5M | $4M | $-34M | $10M | $-4.0K | $-5M | $4M | $-1M | · | · | · | |
| Stock Repurchased | $0 | $1M | $0 | $3M | $3M | $13M | $2M | $4M | $0 | $6M | $0 | $0 | |
| Net Stock Activity | $0 | $-1M | $0 | $-3M | $-3M | $-13M | $-2M | $-4M | $0 | $-6M | $-1M | $-669.0K | |
| Dividends Paid | $5M | $5M | $6M | $6M | $23M | $11M | $26M | $25M | $22M | $19M | $17M | $14M | |
| Financing Cash Flow | $-8M | $-18M | $-6M | $-9M | $-27M | $-26M | $-32M | $-34M | $-29M | · | · | · | |
| Net Change in Cash | · | $-2M | $-3M | $9M | $2M | $-37M | $-3M | $-2M | $21M | $11M | $5M | $7M | |
| Taxes Paid | $1M | $3M | $2M | $2M | $2M | $1M | $1M | $10M | $11M | $15M | $12M | $14M | |
| Free Cash Flow | $19M | $21M | $-1M | $51M | $19M | $-10M | $32M | $30M | $47M | $46M | $54M | $26M |
Kârlılık
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 5.1% | 0.88% | 6.7% | -7.1% | 8.2% | -5.3% | 5.5% | 29.4% | · | · | · | · | |
| Net Margin | 7.2% | 2.3% | 11.8% | -6.7% | 13.4% | -13.7% | 7.0% | 21.9% | 14.9% | 18.4% | 20.7% | 24.1% | |
| Pretax Margin | 9.9% | 4.2% | 15.0% | -7.6% | 19.2% | -11.7% | 11.2% | 29.8% | 25.3% | 27.7% | 32.2% | 37.1% | |
| EBITDA Margin | 5.1% | 0.88% | 6.7% | -7.1% | 8.2% | -5.3% | 5.5% | 29.4% | · | · | · | · | |
| ROA | 4.5% | 1.5% | 6.9% | -3.3% | 7.1% | -6.1% | 3.3% | 14.0% | 10.4% | 13.0% | 15.6% | 20.0% | |
| ROE | 5.7% | 1.8% | 8.8% | -4.1% | 16.5% | -13.7% | 8.0% | 16.4% | 13.2% | 16.2% | 22.2% | 27.4% | |
| ROIC | 2.9% | 0.38% | 3.9% | -3.9% | 3.5% | -3.1% | 2.0% | 16.4% | · | · | · | · |
Likidite ve Solventlik
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | 3.9 | 3.3 | 5.9 | 8.2 | 5.5 | 5.4 | 4.4 | 3.9 | 2.6 | 4.4 | |
| Quick Ratio | · | · | 2.8 | 2.2 | 5.1 | 7.8 | 5.3 | 5.3 | 4.0 | 3.8 | 2.6 | 4.1 |
Verimlilik
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.5 | 0.5 | 0.4 | 0.5 | 0.6 | 0.7 | 0.7 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | · | · | 5.8 | 5.3 | 6.1 | 5.9 | 5.7 | 7.7 | 7.8 |
Hisse Başına
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | · | · | $18.10 | $17.57 | $16.58 | $15.52 | $13.24 | |
| Revenue / Share | $11.00 | $11.12 | $11.07 | $8.76 | $9.21 | $8.15 | $9.93 | $14.31 | $15.93 | $15.07 | $16.07 | $14.32 | |
| Cash Flow / Share | $2.13 | $2.48 | $-0.15 | $6.56 | $2.45 | $-1.22 | $3.80 | $3.68 | $5.72 | $5.80 | $6.77 | $3.35 | |
| Cash / Share | · | · | · | · | · | · | · | $5.89 | $6.10 | $3.82 | $2.63 | $2.18 | |
| EPS (TTM) | $0.79 | $0.26 | $1.17 | $-0.59 | $1.23 | $-1.12 | $0.70 | $3.13 | $2.38 | $2.77 | $3.33 | $3.45 |
Büyüme Oranları
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.2% | 5.5% | 30.7% | -6.0% | 12.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.5% | 9.0% | 11.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 203.8% | -77.8% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -40.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 220.1% | -79.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -39.1% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -13.4% | · | · | · | · | · | · | · | · | · | · | · |
Değerleme (TTM)
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $98M | $95M | $90M | $69M | $73M | $65M | $84M | $122M | $134M | $123M | $131M | $113M | |
| Net Income TTM | $7M | $2M | $11M | $-5M | $10M | $-9M | $6M | $27M | $20M | $23M | $27M | $27M | |
| Market Cap | · | · | · | · | · | · | · | $303M | $589M | $529M | $450M | $514M | |
| P/E | 21.8 | 55.8 | 10.7 | -18.9 | 13.8 | -12.9 | 42.3 | 10.9 | 27.8 | 21.7 | 15.6 | 17.9 | |
| P/S | · | · | · | · | · | · | · | 2.5 | 4.4 | 4.3 | 3.4 | 4.5 | |
| P/B | · | · | · | · | · | · | · | 1.9 | 3.8 | 3.6 | 3.4 | 4.7 | |
| P / Cash Flow | · | · | · | · | · | · | · | 9.6 | 12.3 | 11.2 | 8.1 | 19.4 | |
| P / FCF | · | · | · | · | · | · | · | 9.9 | 12.5 | 11.6 | 8.3 | 19.7 | |
| Dividend Yield | · | · | · | · | · | · | · | 8.1% | 3.7% | 3.7% | 3.7% | 2.7% | |
| Earnings Yield | 4.6% | 1.8% | 9.3% | -5.3% | 7.3% | -7.7% | 2.4% | 9.2% | 3.6% | 4.6% | 6.4% | 5.6% | |
| Payout Ratio | 75.8% | 246.0% | 52.0% | -121.5% | 234.9% | -123.4% | 441.4% | 92.0% | 109.7% | 85.9% | 61.3% | 51.2% | |
| Annual Payout | $5M | $5M | $6M | $6M | $23M | $11M | $26M | $25M | $22M | $19M | $17M | $14M |
Gelir Tablosu
| Metrik | Eğilim | 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 | $25M | $25M | · | · | $23M | $23M | $20M | $15M | $16M | $17M | $23M | $18M | $17M | $18M | $20M | $18M | |
| SG&A Expense | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | |
| Operating Expenses | $23M | $26M | $25M | $22M | $22M | $23M | $23M | $24M | $27M | $20M | $20M | $23M | $18M | $22M | $24M | $16M | |
| Operating Income | $2M | $-1M | $2M | $2M | $868.0K | $-68.0K | $3M | $-494.0K | $-4M | $3M | $3M | $-1M | $4M | $946.0K | $-4M | $-1M | |
| Pretax Income | $2M | $828.0K | · | · | $1M | $592.0K | $-4M | $-1M | $-458.0K | $594.0K | $4M | $2M | $1M | $7M | $-4M | $2M | |
| Income Tax | $725.0K | $46.0K | $1M | $963.0K | $437.0K | $115.0K | $1M | $308.0K | $-1M | $1M | $1M | $-316.0K | $1M | $776.0K | $-1M | $154.0K | |
| Net Income | $2M | $782.0K | · | · | $1M | $477.0K | $-3M | $-1M | $-378.0K | $50.0K | $4M | $2M | $970.0K | $4M | $-3M | $2M | |
| EPS (Basic) | $0.18 | $0.09 | · | · | $0.12 | $0.06 | $-0.40 | $-0.15 | $-0.05 | $0.01 | $0.33 | $0.24 | $0.12 | $0.52 | $-0.40 | $0.24 | |
| EPS (Diluted) | $0.17 | $0.09 | · | · | $0.12 | $0.05 | $-0.40 | $-0.15 | $-0.05 | $0.01 | $0.31 | $0.24 | $0.12 | $0.52 | $-0.40 | $0.24 | |
| Shares (Basic) | 8,644,321 | 8,498,350 | · | 8,418,174 | 8,404,859 | 8,253,912 | · | 8,123,714 | 8,218,596 | 8,099,028 | · | 8,002,537 | 7,991,228 | 7,853,921 | · | 7,794,060 | |
| Shares (Diluted) | 9,079,971 | 9,041,922 | · | 8,941,347 | 8,813,606 | 8,781,743 | · | 8,488,372 | 8,218,596 | 8,392,496 | · | 8,116,747 | 8,131,333 | 7,968,504 | · | 7,794,060 | |
| EBITDA | $2M | $-1M | · | $2M | $868.0K | $-68.0K | · | $-494.0K | $-4M | $3M | · | $-1M | $4M | $946.0K | · | $-1M |
Bilanço
| Metrik | Eğilim | 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 | $23M | $23M | $26M | $22M | $15M | $9M | $19M | $23M | $24M | $26M | $20M | $17M | $15M | $17M | $24M | $22M | |
| Short-term Investments | $20M | $16M | $21M | $20M | $20M | $20M | $28M | $26M | $20M | $21M | · | $31M | $23M | $16M | · | $52M | |
| Receivables | $16M | $16M | · | $15M | $15M | $16M | · | $15M | $14M | $15M | · | $13M | $14M | $15M | · | $9M | |
| Other Current Assets | $7M | $8M | · | $8M | $7M | $8M | · | $5M | $5M | $5M | · | $4M | $4M | $5M | · | $3M | |
| Current Assets | · | · | · | · | · | · | · | $69M | $64M | $66M | · | $66M | $56M | $53M | · | $87M | |
| PP&E (Net) | $3M | $681.0K | $536.0K | $657.0K | $701.0K | $825.0K | $951.0K | $1M | $1M | $1M | · | $2M | $2M | $2M | · | $2M | |
| Accum. Depreciation | $7M | $7M | $8M | $7M | $7M | $7M | $10M | $7M | $7M | $7M | · | $7M | $7M | $7M | · | $7M | |
| Goodwill | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $36M | $16M | |
| Intangibles | $17M | $17M | $18M | $19M | $20M | $21M | $22M | $22M | $23M | $24M | · | $26M | $27M | $28M | · | $11M | |
| Other Non-current Assets | · | · | · | · | · | · | · | $1M | $1M | $1M | · | $982.0K | $918.0K | $957.0K | · | $797.0K | |
| Total Assets | $155M | $150M | $162M | $154M | $146M | $135M | $150M | $152M | $147M | $149M | $155M | $151M | $142M | $142M | $146M | $131M | |
| Accounts Payable | $4M | $6M | $8M | $5M | $5M | $6M | $6M | $5M | $5M | $7M | · | $7M | $6M | $7M | · | $3M | |
| Current Liabilities | · | · | · | · | · | · | · | $16M | $13M | $15M | · | $17M | $15M | $13M | · | $12M | |
| Capital Leases | · | · | · | · | · | · | · | $2M | $3M | $3M | · | $3M | $4M | $4M | · | $5M | |
| Total Liabilities | $28M | $24M | $36M | $28M | $24M | $14M | $28M | $31M | $27M | $25M | · | $31M | $27M | $30M | · | $17M | |
| Common Stock | $127.0K | $126.0K | $124.0K | $124.0K | $124.0K | $124.0K | $122.0K | $123.0K | $123.0K | $122.0K | · | $119.0K | $119.0K | $119.0K | · | $110.0K | |
| Retained Earnings | $8M | $8M | $9M | $8M | $6M | $7M | $6M | $4M | $4M | $7M | · | $2M | $-959.0K | $-4M | · | $-970.0K | |
| Treasury Stock | $91M | $91M | $90M | $90M | $90M | $90M | $88M | $88M | $88M | $87M | · | $86M | $86M | $86M | · | $85M | |
| Stockholders' Equity | $126M | $125M | $126M | $124M | $120M | $119M | $120M | $118M | $119M | $122M | · | $118M | $114M | $111M | $111M | $114M | |
| Liabilities + Equity | $155M | $150M | $162M | $154M | $146M | $135M | $150M | $152M | $147M | $149M | · | $151M | $142M | $142M | · | $131M | |
| Shares Outstanding | 8,906,152 | 8,906,152 | · | 8,906,152 | 8,906,152 | 8,906,152 | 8,904,902 | 8,906,152 | 8,906,152 | 8,906,152 | 9,140,760 | 8,906,152 | 8,906,152 | 8,906,152 | 8,881,831 | 8,906,152 |
Nakit Akışı
| Metrik | Eğilim | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $2M | $2M | $2M | $2M | $2M | |
| Deferred Tax | $110.0K | $-40.0K | $104.0K | $-200.0K | $114.0K | $-226.0K | $-654.0K | $-817.0K | $797.0K | $-844.0K | $384.0K | $424.0K | $364.0K | $-136.0K | $-664.0K | $250.0K | |
| Amort. of Intangibles | $646.0K | $782.0K | $802.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $671.0K | $407.0K | |
| Operating Cash Flow | $6M | $-3M | $8M | $9M | $7M | $-5M | $9M | $529.0K | $4M | $8M | $4M | $-2M | $-723.0K | $-3M | $36M | $3M | |
| CapEx | $534.0K | $246.0K | $4.0K | $76.0K | $0 | $6.0K | $75.0K | $10.0K | $21.0K | $3.0K | $28.0K | $22.0K | $13.0K | $84.0K | $197.0K | $41.0K | |
| Investing Cash Flow | $-5M | $3M | $-1M | $-1M | $-37.0K | $-1M | $-3M | $-10.0K | $-2M | $-3.0K | $-28.0K | $5M | $414.0K | $-1M | $-34M | $-41.0K | |
| Stock Repurchased | · | · | $0 | $0 | · | · | $0 | $273.0K | · | · | $0 | $0 | $0 | $0 | $0 | $1M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $1M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | |
| Financing Cash Flow | $-1M | $-3M | $-2M | $-1M | $-1M | $-3M | $-10M | $-1M | $-4M | $-3M | $-1M | $-1M | $-1M | $-3M | $-1M | $-3M | |
| Net Change in Cash | $-797.0K | $-3M | · | $6M | $6M | $-9M | · | $-980.0K | $-2M | $5M | · | $2M | $-2M | $-7M | $1M | $495.0K | |
| Taxes Paid | $2M | $75.0K | $410.0K | $74.0K | $303.0K | $232.0K | $2M | $809.0K | $999.0K | $9.0K | $570.0K | $724.0K | $268.0K | $32.0K | $51.0K | $16.0K | |
| Free Cash Flow | · | $-3M | · | · | · | $-5M | · | · | · | $8M | · | · | · | $-3M | · | · |
Kârlılık
| Metrik | Eğilim | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.1% | -6.0% | · | 8.3% | 3.8% | -0.29% | · | -2.1% | -18.4% | 12.9% | · | -6.6% | 16.7% | 4.2% | · | -7.0% | |
| Net Margin | 6.0% | 3.1% | · | 15.3% | 4.5% | 2.1% | · | 0.44% | -9.9% | 10.1% | · | 15.3% | 13.2% | 3.0% | · | -7.6% | |
| Pretax Margin | 8.9% | 3.3% | · | 19.3% | 6.3% | 2.5% | · | 2.0% | -15.0% | 15.8% | · | 18.6% | 18.9% | 6.6% | · | -6.6% | |
| EBITDA Margin | 8.1% | -6.0% | · | 8.3% | 3.8% | -0.29% | · | -2.1% | -18.4% | 12.9% | · | -6.6% | 16.7% | 4.2% | · | -7.0% | |
| ROA | 1.0% | 0.53% | · | 2.5% | · | · | · | 0.07% | · | 1.6% | · | 2.4% | 2.1% | 0.48% | · | · | |
| ROE | 1.3% | 0.64% | · | 3.0% | · | · | · | 0.09% | · | 2.0% | · | 2.9% | 2.5% | 0.57% | · | · | |
| ROIC | 1.1% | -1.1% | · | 1.3% | · | · | · | -0.14% | · | 1.5% | · | -1.3% | 2.2% | 0.41% | · | · |
Likidite ve Solventlik
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | · | · | 4.2 | · | 4.5 | · | 4.0 | 3.8 | 4.0 | · | · | |
| Quick Ratio | · | · | · | · | · | · | · | 3.9 | · | 4.2 | · | 3.7 | 3.5 | 3.6 | · | · |
Verimlilik
| Metrik | Eğilim | 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 | 0.2 | 0.2 | · | 0.2 | · | · | · | 0.2 | · | 0.2 | · | 0.2 | 0.2 | 0.2 | · | · | |
| Receivables Turnover | 1.7 | 1.6 | · | 1.6 | · | · | · | 1.7 | · | 1.5 | · | 1.9 | 1.9 | 1.7 | · | · |
Hisse Başına
| Metrik | Eğilim | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.19 | $14.03 | · | $13.91 | · | · | · | $13.29 | · | $13.68 | · | $13.22 | $12.81 | $12.45 | · | · | |
| Revenue / Share | $2.79 | $2.76 | · | $2.72 | $2.62 | $2.65 | · | $2.79 | $2.76 | $2.71 | · | $2.70 | $2.70 | $2.85 | · | $1.98 | |
| Cash Flow / Share | · | $-0.28 | · | · | · | $-0.56 | · | · | · | $0.97 | · | · | · | $-0.40 | · | · | |
| Cash / Share | $2.54 | $2.63 | · | $2.43 | · | · | · | $2.56 | · | $2.91 | · | $1.93 | $1.71 | $1.88 | · | · | |
| Dividend / Share | $0.00 | $0.15 | · | $0.00 | $0.00 | $0.15 | · | $0.00 | $0.00 | $0.15 | · | $0.00 | $0.00 | $0.15 | · | $0.00 | |
| EPS (TTM) | · | · | · | $-0.38 | $-0.38 | $-0.55 | · | $0.12 | $0.51 | $0.68 | · | $0.48 | $0.48 | $0.48 | · | $1.23 |
Değerleme (TTM)
| Metrik | Eğilim | 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 | · | · | · | $82M | $82M | $75M | · | $71M | $74M | $76M | · | $74M | $74M | $74M | · | $73M | |
| Net Income TTM | · | · | · | $-3M | $-3M | $-4M | · | $2M | $5M | $7M | · | $4M | $4M | $4M | · | $10M | |
| Market Cap | $171M | $147M | · | $147M | · | · | · | $126M | · | $110M | · | $90M | $110M | $100M | · | · | |
| P/E | · | · | · | -43.4 | -41.1 | -29.5 | · | 118.3 | 23.9 | 18.1 | · | 21.1 | 25.8 | 23.4 | · | 7.8 | |
| P/S | · | · | · | 1.8 | 1.7 | 1.9 | · | 1.8 | · | 1.4 | · | 1.2 | 1.5 | 1.3 | · | · | |
| P/B | 1.4 | 1.2 | · | 1.2 | · | · | · | 1.1 | · | 0.9 | · | 0.8 | 1.0 | 0.9 | · | · | |
| P / Tangible Book | 2.4 | 2.2 | · | 2.2 | · | · | · | 2.2 | · | 1.9 | · | 1.7 | 2.3 | 2.3 | · | · | |
| P / Cash Flow | · | -57.1 | · | · | · | · | · | · | · | 13.5 | · | · | · | -31.4 | · | · | |
| Dividend Yield | 3.2% | 3.7% | · | 3.6% | 3.8% | 3.7% | · | 4.3% | · | 4.9% | · | 6.0% | 4.9% | 5.5% | · | 6.1% | |
| Earnings Yield | · | · | · | -2.3% | -2.4% | -3.4% | · | 0.85% | 4.2% | 5.5% | · | 4.7% | 3.9% | 4.3% | · | 12.8% | |
| Payout Ratio | · | 207.8% | · | · | · | 329.5% | · | · | · | 75.1% | · | · | · | 265.5% | · | · | |
| Annual Payout | $5M | $5M | · | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M |
En son dönem solda · null değerler · olarak gösterilir
Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl
| Metrik | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Gelir | $98M | · | · | $95M | · |
| Faaliyet Kâr Marjı % | 5.1% | · | · | 0.88% | · |
| Net Gelir | $7M | · | · | $2M | · |
| Seyreltilmiş Hisse Başı Kâr | $0.79 | · | · | $0.26 | · |
Bu beyan için veri yok
Bu beyanı oluşturmak için henüz yeterli temel verisi yok.
| Metrik | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Serbest Nakit Akışı | $19M | · | · | $21M | · |
Kurumsal Sahipler (13F) 72 dosya · $110.8M toplam · Tarih itibarıyla 30 Haziran 2026
Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.
Sahipler
72
Tutulan Değer
$110.8M
Yeni pozisyonlar
5
Çıkan pozisyonlar
3
Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
| Yeni pozisyonlar | Çıkan pozisyonlar | Artırıldı | Azaldı | Net hisse senedi değişimi |
|---|---|---|---|---|
| 5 (-6 önceki Ç'ye göre) | 3 (-1 önceki Ç'ye göre) | 34 (+9 önceki Ç'ye göre) | 18 (-4 önceki Ç'ye göre) | +160K |
Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.
| Kurum | Değer | Hisse senetleri | % izlenen 13F'nin | Tür |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $11.389.138 | 592.567 | 10,28% | Hisse senetleri |
| BlackRock, Inc. | $11.155.401 | 582.224 | 10,07% | Hisse senetleri |
| WESTWOOD HOLDINGS GROUP INC | $9.943.389 | 518.966 | 8,97% | Hisse senetleri |
| Settian Capital LP | $9.015.067 | 470.515 | 8,14% | Hisse senetleri |
| GAMCO INVESTORS, INC. ET AL | $8.503.208 | 443.800 | 7,67% | Hisse senetleri |
| North Star Investment Management Corp. | $7.430.253 | 387.800 | 6,71% | Hisse senetleri |
| VANGUARD GROUP INC | $6.855.673 | 398.354 | 6,19% | Hisse senetleri |
| RENAISSANCE TECHNOLOGIES LLC | $6.295.171 | 328.558 | 5,68% | Hisse senetleri |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.265.933 | 327.032 | 5,66% | Hisse senetleri |
| DIMENSIONAL FUND ADVISORS LP | $5.451.804 | 284.446 | 4,92% | Hisse senetleri |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3.544.600 | 185.000 | 3,20% | Hisse senetleri |
| GEODE CAPITAL MANAGEMENT, LLC | $3.305.280 | 172.481 | 2,98% | Hisse senetleri |
| AEGIS FINANCIAL CORP | $1.914.582 | 99.926 | 1,73% | Hisse senetleri |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.905.654 | 99.460 | 1,72% | Hisse senetleri |
| Garner Asset Management Corp | $1.809.048 | 94.418 | 1,63% | Hisse senetleri |
| STATE STREET CORP | $1.679.912 | 86.997 | 1,52% | Hisse senetleri |
| GABELLI FUNDS LLC | $1.575.144 | 82.210 | 1,42% | Hisse senetleri |
| Peapod Lane Capital LLC | $1.535.090 | 80.120 | 1,39% | Hisse senetleri |
| NORTHERN TRUST CORP | $1.063.974 | 55.531 | 0,96% | Hisse senetleri |
| De Lisle Partners LLP | $959.603 | 50.012 | 0,87% | Hisse senetleri |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $958.249 | 50.013 | 0,86% | Hisse senetleri |
| VANGUARD FIDUCIARY TRUST CO | $899.524 | 46.948 | 0,81% | Hisse senetleri |
| BANK OF AMERICA CORP /DE/ | $887.299 | 46.310 | 0,80% | Hisse senetleri |
| Empowered Funds, LLC | $843.193 | 44.008 | 0,76% | Hisse senetleri |
| SEI INVESTMENTS CO | $774.428 | 40.419 | 0,70% | Hisse senetleri |
| LEVIN CAPITAL STRATEGIES, L.P. | $488.733 | 25.508 | 0,44% | Hisse senetleri |
| MORGAN STANLEY | $413.382 | 21.574 | 0,37% | Hisse senetleri |
| Bank of New York Mellon Corp | $395.939 | 20.665 | 0,36% | Hisse senetleri |
| Advisor OS, LLC | $379.713 | 19.818 | 0,34% | Hisse senetleri |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $348.597 | 18.194 | 0,31% | Hisse senetleri |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $326.448 | 17.038 | 0,29% | Hisse senetleri |
| Nuveen, LLC | $282.744 | 14.757 | 0,26% | Hisse senetleri |
| Connor, Clark & Lunn Investment Management Ltd. | $264.140 | 13.786 | 0,24% | Hisse senetleri |
| Prosperity Consulting Group, LLC | $256.361 | 13.380 | 0,23% | Hisse senetleri |
| Cerity Partners LLC | $207.426 | 10.826 | 0,19% | Hisse senetleri |
| Marquette Asset Management, LLC | $206.948 | 10.801 | 0,19% | Hisse senetleri |
| WELLS FARGO & COMPANY/MN | $165.434 | 8.634 | 0,15% | Hisse senetleri |
| DEUTSCHE BANK AG\ | $148.030 | 7.726 | 0,13% | Hisse senetleri |
| LRI Investments, LLC | $134.120 | 7.000 | 0,12% | Hisse senetleri |
| UBS Group AG | $120.152 | 6.271 | 0,11% | Hisse senetleri |
| RHUMBLINE ADVISERS | $116.257 | 6.068 | 0,10% | Hisse senetleri |
| Russell Investments Group, Ltd. | $75.164 | 3.923 | 0,07% | Hisse senetleri |
| NEW YORK STATE COMMON RETIREMENT FUND | $68.976 | 3.600 | 0,06% | Hisse senetleri |
| JPMORGAN CHASE & CO | $68.752 | 3.412 | 0,06% | Hisse senetleri |
| CITIGROUP INC | $66.083 | 3.449 | 0,06% | Hisse senetleri |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $65.623 | 3.425 | 0,06% | Hisse senetleri |
| Vanguard Global Advisers, LLC | $50.238 | 2.622 | 0,05% | Hisse senetleri |
| BARCLAYS PLC | $36.730 | 1.917 | 0,03% | Hisse senetleri |
| Police & Firemen's Retirement System of New Jersey | $36.423 | 1.901 | 0,03% | Hisse senetleri |
| BNP PARIBAS FINANCIAL MARKETS | $32.495 | 1.696 | 0,03% | Hisse senetleri |
Aktivistler ve %5+ sahipler 12 pozisyon
SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.
| Başvuru sahibi | Dosyalandı | Hisse | Durum | Amaç | Başvuru |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL, GABELLI FUNDS LLC, GAMCO Asset Management Inc., GABELLI FOUNDATION, INC., GGCP, INC., Associated Capital Group, Inc., GABELLI MARIO J ×2 başvurular | 12 Ağustos 2026 | 1,00% | Değişiklik | · | SEC |
| Settian Capital LP, PAVP Family Office Fund, LP, Karl Kristofer Segerberg | 04 Ağustos 2025 | 5,00% | İlk başvuru | Pasif yatırım | SEC |
| Hoak Public Equities, L.P., Hoak Fund Management, L.P., Hoak & Co., J. Hale Hoak, James M. Hoak, Jr. ×3 başvurular | 07 Kasım 2024 | · | İlk başvuru | · | SEC |
| JCP Investment Partnership, LP, JCP Asset Partnership VI, LP, JCP Investment Partners, LP, JCP Investment Holdings, LLC, JCP Investment Management, LLC, James C. Pappas ×6 başvurular | 29 Kasım 2023 | · | İlk başvuru | · | SEC |
| GAMCO Asset Management Inc. I.D. No., GAMCO Investors, Inc. I.D. No., GGCP, Inc. I.D. No., Mario J. Gabelli ×3 başvurular | 15 Ekim 2015 | · | İlk başvuru | · | SEC |
| GAMCO Asset Management Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., GGCP, Inc. I.D. No ., Mario J. Gabelli ×3 başvurular | 26 Şubat 2013 | · | İlk başvuru | · | SEC |
| Brian O. Casey (2) | 07 Aralık 2011 | · | İlk başvuru | · | SEC |
| Brian O. Casey | 03 Mayıs 2010 | · | İlk başvuru | Pasif yatırım | SEC |
| GAMCO Investors, Inc. 60; I.D. No., GGCP, Inc. I.D. No., Mario J. Gabelli | 26 Haziran 2009 | · | İlk başvuru | · | SEC |
| GAMCO Investors, Inc. I.D. No., GGCP, Inc. I.D. No., Mario J. Gabelli ×4 başvurular | 19 Mart 2009 | · | İlk başvuru | · | SEC |
| Gabelli Asset Management Inc. I.D. NO., GGCP, Inc. I.D. NO., Mario J. Gabelli ×7 başvurular | 02 Ağustos 2005 | · | İlk başvuru | · | SEC |
| MJG Associates, Inc. I.D. NO., Gabelli Asset Management Inc. I.D. NO., Gabelli Group Capital Partners, Inc. I.D. NO., Mario J. Gabelli | 28 Ağustos 2003 | · | İlk başvuru | Pasif yatırım | 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.
Şirket yöneticileri 37 içeriden öğrenenler · 19 yöneticiler · 15 yönetim kurulu üyeleri
| İçeriden Öğrenen | Rol | Son işlem | Sahip olunan hisse senetleri | Alımlar 12ay | Satışlar 12ay | Net 12ay |
|---|---|---|---|---|---|---|
| Brian O Casey | CEO | 23 Şubat 2026 F | 530.610 | 0 | 8 | $-531.462 |
| Murray Forbes III | Chief Financial Officer | 23 Şubat 2026 F | 65.826 | 0 | 1 | $-46.373 |
| Tiffany B. Kice | Chief Financial Officer | 23 Ekim 2018 F | 16.847 | 0 | 0 | $0 |
| Mark A Wallace | Chief Financial Officer | 21 Şubat 2014 A | 16.116 | 0 | 0 | $0 |
| William R Hardcastle JR | Chief Financial Officer | 23 Şubat 2012 F | 59.500 | 0 | 0 | $0 |
| Fabian Gomez | President and COO | 23 Şubat 2026 F | 122.573 | 0 | 1 | $-100.937 |
| Leah Bennett | President-Westwood Wealth Mgmt | 23 Şubat 2024 F | 56.021 | 0 | 0 | $0 |
| John Porter Montgomery | Chief Operating Officer | 11 Eylül 2023 S | 75.816 | 0 | 0 | $0 |
| David O Linton | Head of Distribution | 23 Şubat 2026 F | 29.415 | 0 | 1 | $-43.048 |
| John Anthony Ehinger Jr | Head of Legal and Compliance | 23 Şubat 2026 F | 18.252 | 0 | 0 | $0 |
| Adrian Helfert | CIO, Multi-Asset Inv. | 23 Şubat 2026 F | 162.751 | 0 | 1 | $-174.722 |
| Matthew Lockridge | Head, U.S. Value Inv. | 23 Şubat 2026 F | 77.900 | 0 | 1 | $-87.247 |
| Matthew Mazzei | Controller | 21 Şubat 2025 F | 3.809 | 0 | 0 | $0 |
| Julie Kramer Gerron | General Counsel & CCO | 02 Mayıs 2023 J | 69.920 | 0 | 0 | $0 |
| Steve Paddon | Head of Distribution | 24 Şubat 2022 A | 49.418 | 0 | 0 | $0 |
| Mark Freeman | Chief Investment Officer | 08 Mart 2019 F | 104.055 | 0 | 0 | $0 |
| Randall L. Root | Pres., Westwood Trust Dallas | 23 Şubat 2017 F | 34.010 | 0 | 0 | $0 |
| Joyce A Schaer | Senior Vice President | 01 Temmuz 2007 F | 66.448 | 0 | 0 | $0 |
| Patricia Fraze | Executive Vice President | 27 Temmuz 2006 A | 58.595 | 0 | 0 | $0 |
| Janice Ryan | Yönetim kurulu üyesi | 09 Haziran 2026 A | 11.669 | 0 | 0 | $0 |
| Katherine Murray | Yönetim kurulu üyesi | 30 Nisan 2026 A | 11.470 | 0 | 0 | $0 |
| Randy A Bowman | Yönetim kurulu üyesi | 30 Nisan 2026 A | 37.532 | 0 | 0 | $0 |
| J. Hale Hoak | Yönetim kurulu üyesi | 30 Nisan 2026 A | 60.770 | 0 | 0 | $0 |
| Ellen H Masterson | Yönetim kurulu üyesi | 30 Nisan 2026 A | 52.614 | 0 | 0 | $0 |
| Richard M Frank | Yönetim kurulu üyesi | 20 Mayıs 2024 A | 82.228 | 0 | 0 | $0 |
| WESTWOOD HOLDINGS GROUP INC | Yönetim kurulu üyesi | 07 Mayıs 2024 J | 36.847 | 0 | 0 | $0 |
| Raymond E Wooldridge | Yönetim kurulu üyesi | 01 Kasım 2021 P | 77.597 | 0 | 0 | $0 |
| Martin J Weiland | Yönetim kurulu üyesi | 25 Nisan 2018 A | 10.837 | 0 | 0 | $0 |
| Robert Doyle Mcteer Jr. | Yönetim kurulu üyesi | 25 Nisan 2018 A | 19.368 | 0 | 0 | $0 |
| Tom C Davis | Yönetim kurulu üyesi | 21 Ağustos 2012 S | 2.500 | 0 | 0 | $0 |
| Jon L Mosle JR | Yönetim kurulu üyesi | 28 Mart 2011 G | 35.426 | 0 | 0 | $0 |
| Frederick Meyer | Yönetim kurulu üyesi | 23 Temmuz 2009 A | 31.593 | 0 | 0 | $0 |
| RIGGS LEONARD M JR | Yönetim kurulu üyesi | 26 Temmuz 2005 A | 13.000 | 0 | 0 | $0 |
| Susan M Byrne | · | 02 Temmuz 2026 S | 230.444 | 0 | 66 | $-1.631.313 |
| Geoffrey Norman | · | 30 Nisan 2025 A | 50.084 | 0 | 0 | $0 |
| Peter Francis Pastorelle | · | 21 Şubat 2014 A | 2.296 | 0 | 0 | $0 |
| Michael Craig Whitten | · | 01 Ağustos 2013 F | 13.851 | 0 | 0 | $0 |
SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış
ETF sahipliği 19 ETF'ler tarafından tutuluyor
Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.
| Fon | Ağırlık | Birimler | Tarih itibarıyla | Kaynak |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 25.367 SH | 11 Eylül 2026 | Günlük |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1.537 SH | 01 Ekim 2026 | Günlük |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6.301 SH | 19 Ağustos 2026 | Günlük |
| RSSL · Global X Funds | 0,00% | 3.566 NS | 31 Temmuz 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 30.586 NS | 31 Temmuz 2026 | N-PORT |
| IWM · iShares Trust | 0,00% | 164.195 SH | 11 Eylül 2026 | Günlük |
| DFAS · Dimensional ETF Trust | 0,00% | 31.281 NS | 31 Temmuz 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,00% | 1.806 SH | 29 Eylül 2026 | Günlük |
| DFAC · Dimensional ETF Trust | 0,00% | 18.611 NS | 31 Temmuz 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 800 NS | 31 Temmuz 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 76.236 SH | 19 Ağustos 2026 | Günlük |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 242.367 SH | 19 Ağustos 2026 | Günlük |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 43.125 SH | 19 Ağustos 2026 | Günlük |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 587 SH | 19 Ağustos 2026 | Günlük |
| DFUS · Dimensional ETF Trust | 0,00% | 237 NS | 31 Temmuz 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,00% | 195 NS | 31 Temmuz 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 4 NS | 31 Temmuz 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 12 NS | 31 Temmuz 2026 | N-PORT |
| IWN · iShares Trust | · | 78.073 SH | 11 Eylül 2026 | Günlük |
Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı
Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.
Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar
Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.
Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.
Kaynak: SEC 10-Q dosyalandı Ağu 6, 2026