CB Chubb Limited Common Stock
Про Chubb Limited Common Stock Огляд компанії з Wikipedia
Chubb Limited is an American–Swiss company incorporated in Zürich and listed on the New York Stock Exchange (NYSE), where it is a component of the S&P 500.
Детальніше
Chubb Limited is an American–Swiss company incorporated in Zürich and listed on the New York Stock Exchange (NYSE), where it is a component of the S&P 500.
Chubb is a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance, and is the largest publicly traded property and casualty insurance company in the world. Chubb operates in 55 countries and territories and in the Lloyd's insurance market in London. Its clients consist of multinational corporations and local businesses, individuals, and insurers seeking reinsurance coverage. Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance.
In 2018, the group had $174 billion in assets, $30.8 billion in gross written premiums, and approximately 31,000 employees. Its core operating insurance companies are rated "AA" (Very Strong) for financial strength by Standard & Poor's and "A++" (Superior) by A. M. Best. It has stable outlooks from both agencies. Fitch rates Chubb Limited and its subsidiaries "AA" (Very Strong) for financial strength, "AA−" for issuer default, and "A+" for senior debt. Moody's rates the U.S. companies "A1" and the unsecured loan notes "A3".
On 1 July 2015, property and casualty insurer ACE Limited (ACE) announced that it would acquire the original Chubb Corporation for $28.3 billion in cash and stock. ACE stated that Chubb's then-current headquarters in Warren, New Jersey, would retain a substantial portion of the headquarters functions for the combined company's North American division. The combined company adopted the Chubb name in January 2016 after the acquisition was completed.
History
Chubb
In 1882, Thomas Caldecot Chubb and his son Percy started a marine underwriting business in New York City. They collected $1,000 from 100 prominent merchants and focused on insuring ships and cargoes.
The Chubb Corporation was incorporated in 1967 and was listed on the New York Stock Exchange in 1984.
Beginning in 1970, the corporation owned The Chubb Institute, a chain of commercial technical schools which grew out of the company's employee training program, but the schools were sold for $1 to a partnership of private equity firms Great Hill Partners and the High-Tech Institute in 2004.
In 2007, Chubb was named the Readers' Choice winner as "Best Admitted Property/Casualty Insurance Company" by Business Insurance. In 2010 Chubb was number five on Chicago Business "Best Places to Work" list.
ACE Limited
1985–1999
ACE (American Casualty Excess) Limited was established in 1985 in response to the U.S. liability insurance crisis of the mid-1980s. It was formed with the assistance of insurance broker Marsh & McLennan and funded by a group of 34 U.S. companies seeking difficult-to-obtain Excess Liability and Directors and Officers (D&O) insurance coverage. That year, ACE and its Bermuda subsidiary, incorporated in the Cayman Islands and headquartered in Hamilton, Bermuda, wrote its first insurance policy with John Cox as its president and CEO. In 1987 the company assumed management of Corporate Officers & Directors Assurance Limited (CODA), expanding ACE Bermuda's product line.
Walter Scott became Chairman, President, and CEO of ACE in 1990 and saw the company listed on the New York Stock Exchange in 1993. Brian Duperreault succeeded Scott in 1994 as Chairman, President & CEO and worked for the next ten years as ACE went through a series of acquisitions and a diversification process that brought the ACE Group of Companies global status. One of the multiple acquisitions made during this time was the global property and casualty business of Cigna Corporation (most significantly the Insurance Company of North America, known as INA), which was purchased for $3.45 billion in 1999.
2000–2021
In 2004, Evan G. Greenberg became president and CEO of ACE Ltd. In 2004, ACE was also investigated by New York Attorney General Eliot Spitzer for participating in a bid rigging and price fixing scheme with insurance broker Marsh & McLennan.
In 2008, ACE purchased the accident and health insurance provider Combined Insurance Company of America (founded by W. Clement Stone in 1919) from Aon Corporation for $2.56 billion and the high-net-worth personal lines business of the Atlantic Companies.
Also in 2008, ACE relocated from the Cayman Islands to Zürich, Switzerland. Evan Greenberg described the move as a "natural progression" that would provide ACE with a "better strategic flexibility…and a solid legal and regulatory environment…" The re-domestication was completed in July that year.
In 2010, the ACE company ESIS Inc. was hired by BP to process claims made by the victims of the Deepwater Horizon oil spill.
In 2010, ACE Limited purchased Rain and Hail, LLC for $1.1 billion. Rain and Hail Insurance Service, headquartered in Johnston, Iowa, is an industry leader in crop insurance in the United States. ACE Limited also acquired the Hong Kong and Korea life insurance operations of New York Life.
In 2011, ACE Limited purchased agribusiness insurer Penn Millers.
In 2012, they purchased Indonesian insurer Asuransi Jaya Proteksi.
In 2013, they purchased Mexican Surety Lines Company Fianzas Monterrey and Mexican Personal Lines Insurer ABA Seguros.
In April 2014, ACE Limited acquired a majority stake in Siam Commercial Samaggi Insurance PCL from Siam Commercial Bank. Following a subsequent tender offer in June 2014, ACE and its local partner owned 93.03% of the Samaggi.
In October 2014, ACE Limited acquired the large commercial property and casualty business of Itaú Unibanco Holding SA. The transaction made ACE the largest property and casualty insurer in Brazil.
In April 2015, ACE Limited acquired the Fireman's Fund high net-worth personal lines insurance business in the U.S. from Allianz for $365 million. ACE Private Risk Services is one of the largest high net worth insurers in the U.S.
On 1 September 2020, Chubb announced the introduction of the latest update of its Enterprise Guard Plus product for the emerging needs of Hong Kong business insurance.
In February 2021, Chubb Limited and the World Health Organization announced the roll out of a no-fault compensation scheme for COVID-19 vaccinations for low and middle-income countries.
In May 2024, Chubb completed the acquisition of Healthy Paws, a U.S.-based managing general agent (MGA) specializing in pet insurance, from Aon plc. Chubb had underwritten the Healthy Paws pet insurance program since 2013.
ACE acquires Chubb
On 1 July 2015, ACE announced that it would acquire Chubb Corporation for $28.3 billion in cash and ACE stock. Upon completion, ACE shareholders held 70% while Chubb shareholders got 30% of the new combined company. The new company was to be based in Zürich, where ACE Limited's headquarters were. Evan Greenberg of ACE became the Chairman and CEO of the new company, while Chubb Chairman and CEO John Finnegan became Executive Vice Chairman for North America External Affairs. The company's board was expanded to 18, with 4 of them coming from Chubb. The new combined company then decided to adopt the Chubb name. The deal received ACE and Chubb shareholder approval and all required regulatory approval, and closed on 14 January 2016.
Controversies
2004 Eliot Spitzer investigation
In 2004 New York Attorney General Eliot Spitzer conducted an investigation in the insurance industry. ACE, American International Group (AIG), Marsh & McLennan, and other large insurers and brokerages were named in Spitzer's investigation for possibly participating in questionable insurance practices including the payment of contingent commissions, bid-rigging, price-fixing, and improper accounting.
Spitzer asserted that contingent commissions contributed to a widespread practice of "bid-rigging" where brokers solicited fake bids with deliberately less favorable terms for the consumer than the bid offered by the insurance company paying the highest commissions.
As part of an $80 million settlement that abated further inquiry, ACE signed an Assurance of Discontinuance in which they acknowledged their prior conduct and agreed to alter their business practices. Evan Greenberg himself admitted no fault in Spitzer's allegations although a junior executive did plead guilty to criminal charges.
Spitzer's insurance industry probe additionally looked in early 2005 into ACE Ltd's subsidiary ACE Tempest Re's reporting to the SEC of a series of reinsurance transactions, together with the SEC reporting of a further 16 unaffiliated re-insurers. Evan Greenberg said that his company's investigation should be completed within a month. According to Greenberg, contracts appeared "generally structured in a way to provide for appropriate risk transfer and accounted for properly."
The Spitzer investigations also triggered civil litigation by policyholders who claim they were victimized by the bid rigging and commission schemes.
Securing bond for Donald Trump defamation appeal
On 8 March 2024, Federal Insurance Company, part of The Chubb Corporation, posted a $91.63 million bond for Donald Trump in the E. Jean Carroll v. Donald J. Trump case. Despite an estimated net worth of over $2 billion, Trump needed a cash bond posted by Chubb in order to secure his appeal. While President, Trump appointed Chubb CEO Evan G. Greenberg to the White House advisory committee for trade policy and negotiations. When Chubb announced the securing of the bond, they claimed that this would be the only bond secured as Trump has another $454 million bond pending for his New York civil fraud case. On 18 March 2024, Trump's lawyers notified the Appellate Division of Manhattan Supreme Court that he was unable to secure a bond for the civil fraud case, seeming to confirm Chubb's position on not underwriting additional bonds for Trump.
On 13 March 2024, CEO Evan Greenberg issued a letter to investors, customers, and brokers defending the move. Despite having deep personal connections to Trump, Greenberg claimed "we frankly left our own personal feelings aside" when deciding to issue the bond.
Reversal on coal pledge
In 2019, Chubb pledged not to insure energy companies that rely more than 30% on coal power. By 2025, Chubb had broken its pledge, as it insured a coal-fired power station.
Джерело: Wikipedia (Англійська), CC BY-SA 4.0 · Переглянути на Wikipedia ↗
CB Знімок акцій Ціна, ринкова капіталізація, P/E, EPS, ROE, борг/власний капітал, діапазон 52 тижнів
CB Графік ціни акцій Денні OHLCV з технічними індикаторами — панування, масштабування та налаштування вашого представлення
10-річна ефективність Тренди виручки, чистого прибутку, маржі та EPS
Оцінка Співвідношення P/E, P/S, P/B, EV/EBITDA — акція дорога чи дешева?
Прибутковість Валова, операційна та чиста маржа; ROE, ROA, ROIC
Фінансове здоровʼя Борг, ліквідність, платоспроможність — міцність балансу
Зростання Зростання виручки, EPS та чистого прибутку: рік до року, 3-річний CAGR, 5-річний CAGR
Ефективність капіталу Оборотність активів, оборотність запасів, оборотність дебіторської заборгованості
Дивіденди Дивідендна дохідність, коефіцієнт виплат, історія дивідендів, 5-річний CAGR
| Дата екс-дивіденду | Сума |
|---|---|
| 12 червня 2026 р. | $1,0200 |
| 13 березня 2026 р. | $0,9700 |
| 13 червня 2025 р. | $0,9700 |
| 14 березня 2025 р. | $0,9100 |
| 13 грудня 2024 р. | $0,9100 |
| 13 вересня 2024 р. | $0,9100 |
| 14 червня 2024 р. | $0,9100 |
| 14 березня 2024 р. | $0,8600 |
| 14 грудня 2023 р. | $0,8600 |
| 14 вересня 2023 р. | $0,8600 |
| 15 червня 2023 р. | $0,8600 |
| 16 березня 2023 р. | $0,8300 |
| 15 грудня 2022 р. | $0,8300 |
| 15 вересня 2022 р. | $0,8300 |
| 16 червня 2022 р. | $0,8300 |
| 17 березня 2022 р. | $0,8000 |
| 16 грудня 2021 р. | $0,8000 |
| 16 вересня 2021 р. | $0,8000 |
| 17 червня 2021 р. | $0,8000 |
| 18 березня 2021 р. | $0,7800 |
CB Консенсус аналітиків Бичачі та ведмежі думки аналітиків, 12-місячна цільова ціна, потенціал зростання
- Активна купівля 8 22,9%
- Купівля 10 28,6%
- Утримувати 15 42,9%
- Продаж 1 2,9%
- Активний продаж 1 2,9%
12-місячна цільова ціна
23 аналітиків · 2026-08-15Історія прибутків EPS фактичний проти прогнозу, сюрприз %, коефіцієнт перевищення, дата наступного звіту про прибутки
| Період | EPS Actual | EPS прогноз | Сюрприз |
|---|---|---|---|
| 30 червня 2026 р. | $7.26 | $6.95 | 0.31% |
| 31 березня 2026 р. | $6.82 | $6.80 | 0.02% |
| 31 грудня 2025 р. | $7.52 | $6.98 | 0.54% |
| 30 вересня 2025 р. | $7.49 | $6.33 | 1.2% |
| 30 червня 2025 р. | $6.14 | $6.15 | -0.01% |
| 31 березня 2025 р. | $3.68 | $3.28 | 0.40% |
Повні фундаментальні показники Усі показники за роками — звіт про прибутки та збитки, баланс, рух грошових коштів
Звіт про прибутки та збитки 11
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $59.40B | $55.75B | $49.73B | $43.10B | $40.87B | $35.99B | $34.19B | $32.72B | $32.24B | $31.47B | $18.99B | $19.17B | |
| SG&A Expense | $4.50B | $4.38B | $4.01B | $3.40B | $3.13B | $2.98B | $3.03B | $2.89B | $2.83B | $3.08B | $2.27B | $2.25B | |
| Interest Expense | $764M | $741M | $672M | $570M | $492M | $516M | $552M | $641M | $607M | $605M | $300M | $280M | |
| Other Non-op | $1.30B | $1.02B | $836M | $-89M | $2.37B | $994M | $596M | $434M | $400M | $222M | $51M | $190M | |
| Pretax Income | $13.04B | $11.46B | $9.53B | $6.49B | $9.79B | $4.16B | $5.25B | $4.66B | $3.72B | $4.95B | $3.30B | $3.49B | |
| Income Tax | $2.42B | $1.81B | $511M | $1.24B | $1.27B | $629M | $795M | $695M | $-139M | $815M | $462M | $634M | |
| Net Income | $10.31B | $9.27B | $9.03B | $5.25B | $8.53B | $3.53B | $4.45B | $3.96B | $3.86B | $4.13B | $2.83B | $2.85B | |
| EPS (Basic) | $25.93 | $22.94 | $21.97 | $12.50 | $19.38 | $7.82 | $9.77 | $8.55 | $8.26 | $8.94 | $8.71 | $8.50 | |
| EPS (Diluted) | $25.68 | $22.70 | $21.80 | $12.39 | $19.24 | $7.79 | $9.71 | $8.49 | $8.19 | $8.87 | $8.62 | $8.42 | |
| Shares (Basic) | 397,611,884 | 404,189,749 | 410,845,263 | 419,779,847 | 439,968,422 | 451,602,820 | 455,910,463 | 463,629,203 | 467,145,716 | 462,519,789 | 325,589,361 | 335,609,899 | |
| Shares (Diluted) | 401,513,338 | 408,486,435 | 414,202,568 | 423,527,444 | 443,197,278 | 453,441,512 | 458,914,663 | 466,802,348 | 471,196,901 | 465,949,399 | 328,835,378 | 338,986,287 |
Баланс 19
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | $2.01B | $1.66B | $1.75B | $1.54B | $1.25B | $728M | $985M | $1.77B | $655M | |
| Short-term Investments | · | · | · | · | · | · | · | $3.02B | $3.56B | $3.00B | $10.45B | · | |
| PP&E (Net) | $3.50B | $3.10B | $2.90B | $2.40B | $2.00B | $2.00B | $1.90B | $1.70B | $1.30B | $1.20B | $938M | · | |
| Goodwill | $20.21B | $19.58B | $19.69B | $16.23B | $15.21B | $15.40B | $15.30B | $15.27B | $15.54B | $15.33B | $4.80B | $4.90B | |
| Intangibles | $6.24B | $6.38B | $6.78B | $5.44B | $5.46B | $5.81B | $6.06B | $6.14B | $6.51B | $6.76B | $887M | $717M | |
| Total Assets | $272.33B | $246.55B | $230.68B | $199.02B | $200.05B | $190.77B | $176.94B | $167.77B | $167.02B | $159.79B | $102.31B | $98.25B | |
| Short-term Debt | $1.50B | $800M | $1.46B | $475M | $999M | $0 | $1.30B | $509M | $1.01B | $500M | $0 | $1.15B | |
| Deferred Tax | $1.74B | $1.58B | $1.55B | $377M | $389M | $892M | $804M | $304M | $699M | $988M | $0 | · | |
| Total Liabilities | $192.55B | $178.15B | $166.99B | $148.50B | $140.34B | $131.33B | $121.61B | $117.46B | $115.85B | $111.51B | $73.17B | $68.66B | |
| Long-term Debt | $15.73B | $14.38B | $13.04B | $14.40B | $15.17B | $14.95B | $13.56B | $12.09B | $11.56B | $12.61B | $9.39B | $3.36B | |
| Total Debt | $1.50B | $800M | $1.46B | $475M | $999M | $0 | $1.30B | $509M | $1.01B | $500M | · | $2.55B | |
| Common Stock | $231M | $235M | $241M | $10.35B | $10.98B | $11.06B | $11.12B | $11.12B | $11.12B | $11.12B | $7.83B | $8.05B | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $15.34B | $4.48B | $5.14B | |
| Retained Earnings | $69.95B | $61.56B | $54.81B | $48.30B | $47.37B | $39.34B | $36.14B | $31.70B | $27.47B | $23.61B | $19.48B | $16.64B | |
| Treasury Stock | $4.70B | $3.52B | $4.40B | $5.11B | $7.46B | $3.64B | $3.75B | $2.62B | $1.94B | $1.48B | $1.92B | $1.45B | |
| AOCI | $-4.97B | $-8.64B | $-6.81B | $-10.19B | $350M | $2.87B | $619M | $-2.45B | $543M | $-314M | $-735M | $1.19B | |
| Stockholders' Equity | $73.76B | $64.02B | $59.51B | $50.52B | $58.33B | $59.44B | $55.33B | $50.31B | $51.17B | $48.27B | $29.14B | $29.59B | |
| Liabilities + Equity | $272.33B | $246.55B | $230.68B | $199.02B | $200.05B | $190.77B | $176.94B | $167.77B | $167.02B | $159.79B | $102.31B | $98.25B | |
| Shares Outstanding | 391,101,227 | 400,703,663 | 405,269,637 | 414,594,856 | 426,572,612 | 450,732,625 | 451,971,567 | 459,203,378 | 463,833,179 | 465,968,716 | 324,563,441 | 328,659,686 |
Грошовий потік 12
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $337M | $86M | $-1.08B | $158M | $-90M | $-299M | $-113M | $43M | $-498M | $-9M | $158M | $153M | |
| Amort. of Intangibles | $301M | $323M | $310M | $285M | $287M | $290M | $305M | $339M | $260M | $19M | $171M | $108M | |
| Operating Cash Flow | $12.82B | $16.18B | $12.63B | $11.26B | $11.15B | $9.79B | $6.34B | $5.48B | $4.50B | $5.29B | $3.86B | $4.50B | |
| Investing Cash Flow | $-11.26B | $-13.92B | $-7.65B | $-5.65B | $-6.66B | $-7.52B | $-5.91B | $-2.94B | $-2.42B | · | $-6.29B | $-2.50B | |
| Debt Issued | $2.42B | $2.41B | $0 | $0 | $1.58B | $988M | $2.83B | $2.17B | $0 | · | $6.09B | $699M | |
| Net Debt Issued | $1.62B | $971M | $-475M | $-1.00B | $1.58B | $-313M | $2.32B | $170M | $-501M | · | $4.94B | $198M | |
| Stock Repurchased | $3.69B | $1.80B | $2.41B | $2.89B | $4.86B | $523M | $1.53B | $1.04B | $801M | · | $758M | $1.43B | |
| Net Stock Activity | $-3.69B | $-1.80B | $-2.41B | $-2.89B | $-4.86B | $-523M | $-1.53B | $-1.04B | $-801M | · | $-758M | $-1.43B | |
| Dividends Paid | $1.50B | $1.44B | $1.39B | $1.38B | $1.40B | $1.39B | $1.35B | $1.34B | $1.31B | $1.17B | $862M | $862M | |
| Financing Cash Flow | $-1.85B | $-2.18B | $-4.49B | $-5.14B | $-4.41B | $-2.08B | $-151M | $-1.99B | $-2.32B | · | $3.69B | $-1.78B | |
| Net Change in Cash | $-79M | $-72M | $494M | $316M | $-25M | $190M | $306M | $489M | $-237M | $-797M | $1.12B | $76M | |
| Taxes Paid | $2.21B | $1.66B | $1.47B | $1.24B | $1.30B | $902M | $912M | $503M | $736M | $662M | $469M | $349M |
Прибутковість 4
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 17.4% | 16.6% | 18.1% | 12.3% | 20.8% | 9.8% | 13.0% | 12.1% | 12.0% | 13.1% | 14.9% | 14.9% | |
| Pretax Margin | 22.0% | 20.5% | 19.1% | 15.2% | 24.0% | 11.6% | 15.3% | 14.2% | 11.5% | 15.7% | · | · | |
| ROA | 4.0% | 3.9% | 4.2% | 2.7% | 4.4% | 1.9% | 2.6% | 2.4% | 2.4% | 3.2% | 2.8% | 3.0% | |
| ROE | 15.0% | 15.0% | 16.1% | 10.8% | 14.3% | 6.1% | 8.1% | 7.8% | 7.6% | 8.6% | 9.7% | 9.6% |
Ліквідність та платоспроможність 1
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.1 |
Ефективність 1
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
Темпи зростання 10
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | 12.1% | 15.4% | 5.5% | 13.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.3% | 10.9% | 11.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 13.1% | 4.1% | 75.9% | -35.6% | 147.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 27.5% | 5.7% | 40.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 26.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 11.2% | 2.7% | 72.1% | -38.5% | 141.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 25.3% | 2.8% | 36.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 23.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.6% | · | · | · | · | · | · | · | · | · | · | · |
Оцінка (TTM) 14
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $59.40B | $55.75B | $49.73B | $43.10B | $40.87B | $35.99B | $34.19B | $32.72B | $32.24B | $31.47B | $18.99B | $19.17B | |
| Net Income TTM | $10.31B | $9.27B | $9.03B | $5.25B | $8.53B | $3.53B | $4.45B | $3.96B | $3.86B | $4.13B | $2.83B | $2.85B | |
| Market Cap | $122.07B | $110.71B | $91.59B | $91.46B | $82.46B | $69.38B | $70.35B | $59.32B | $67.78B | $61.56B | $37.93B | $37.76B | |
| Enterprise Value | · | · | · | $89.92B | $81.80B | $67.63B | $70.12B | $58.58B | $68.06B | $61.08B | · | $39.65B | |
| P/E | 12.2 | 12.2 | 10.4 | 17.8 | 10.0 | 19.8 | 16.0 | 15.2 | 17.8 | 14.9 | 13.6 | 13.6 | |
| P/S | 2.1 | 2.0 | 1.8 | 2.1 | 2.0 | 1.9 | 2.1 | 1.8 | 2.1 | 2.0 | 2.0 | 2.0 | |
| P/B | 1.7 | 1.7 | 1.5 | 1.8 | 1.4 | 1.2 | 1.3 | 1.2 | 1.3 | 1.3 | 1.3 | 1.3 | |
| P / Tangible Book | 2.6 | 2.9 | 2.8 | 3.2 | 2.2 | 1.8 | · | · | · | · | · | · | |
| P / Cash Flow | 9.5 | 6.8 | 7.3 | 8.1 | 7.4 | 7.1 | 11.1 | 10.8 | 15.1 | 11.6 | 9.8 | 8.4 | |
| EV / Revenue | · | · | · | 2.1 | 2.0 | 1.9 | 2.1 | 1.8 | 2.1 | 1.9 | · | 2.1 | |
| Dividend Yield | 1.2% | 1.3% | 1.5% | 1.5% | 1.7% | 2.0% | 1.9% | 2.2% | 1.9% | 1.9% | 2.3% | 2.3% | |
| Earnings Yield | 8.2% | 8.2% | 9.7% | 5.6% | 10.0% | 5.1% | 6.2% | 6.6% | 5.6% | 6.7% | 7.4% | 7.3% | |
| Payout Ratio | 14.6% | 15.5% | 15.4% | 25.9% | 16.4% | 39.3% | 30.4% | 33.8% | 33.9% | 28.4% | 30.4% | 30.2% | |
| Annual Payout | $1.50B | $1.44B | $1.39B | $1.38B | $1.40B | $1.39B | $1.35B | $1.34B | $1.31B | $1.17B | $862M | $862M |
Звіт про прибутки та збитки 11
| Метрика | Тенденція | 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 | $15.82B | $14.77B | $15.06B | $16.15B | $14.84B | $13.35B | $14.18B | $14.85B | $13.84B | $12.89B | $12.99B | $13.85B | $11.83B | $11.06B | $11.44B | $12.12B | |
| SG&A Expense | $1.17B | $1.15B | $1.16B | $1.14B | $1.12B | $1.08B | $1.12B | $1.09B | $1.09B | $1.07B | $1.05B | $1.06B | $969M | $930M | $916M | $883M | |
| Interest Expense | $200M | $198M | $205M | $197M | $181M | $181M | $189M | $192M | $182M | $178M | $173M | $174M | $165M | $160M | $154M | $150M | |
| Other Non-op | $196M | $161M | $516M | $43M | $655M | $83M | $397M | $325M | $110M | $191M | $286M | $154M | $100M | $296M | $-98M | $-202M | |
| Pretax Income | $3.62B | $2.99B | $3.77B | $3.89B | $3.72B | $1.66B | $3.12B | $2.99B | $2.71B | $2.64B | $2.61B | $2.45B | $2.19B | $2.28B | $1.64B | $1.05B | |
| Income Tax | $742M | $646M | $597M | $787M | $717M | $321M | $479M | $504M | $490M | $342M | $-678M | $413M | $392M | $384M | $332M | $263M | |
| Net Income | $2.85B | $2.32B | $3.21B | $2.80B | $2.97B | $1.33B | $2.58B | $2.32B | $2.23B | $2.14B | $3.30B | $2.04B | $1.79B | $1.89B | $1.31B | $792M | |
| EPS (Basic) | $7.37 | $5.94 | $8.14 | $7.05 | $7.42 | $3.32 | $6.40 | $5.75 | $5.51 | $5.28 | $8.06 | $4.99 | $4.35 | $4.57 | $3.19 | $1.90 | |
| EPS (Diluted) | $7.30 | $5.88 | $8.05 | $6.99 | $7.35 | $3.29 | $6.31 | $5.70 | $5.46 | $5.23 | $8.00 | $4.95 | $4.32 | $4.53 | $3.15 | $1.89 | |
| Shares (Basic) | 387,413,573 | 390,485,934 | -800,292,963 | 397,336,568 | 399,886,323 | 400,681,956 | -809,920,122 | 403,831,412 | 404,615,765 | 405,662,694 | -825,436,741 | 409,505,454 | 412,487,400 | 414,289,150 | -844,192,019 | 416,542,101 | |
| Shares (Diluted) | 391,250,616 | 394,599,504 | -807,876,934 | 400,868,891 | 403,847,030 | 404,674,351 | -817,738,594 | 407,878,727 | 408,606,667 | 409,739,635 | -831,903,459 | 412,605,959 | 415,571,876 | 417,928,192 | -851,300,692 | 419,618,956 |
Баланс 17
| Метрика | Тенденція | 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 | · | · | · | · | · | · | · | · | · | · | · | · | $2.29B | $2.29B | · | $2.13B | |
| PP&E (Net) | · | · | $3.50B | · | · | · | $3.10B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $20.34B | $20.37B | $20.21B | $20.24B | $20.18B | $19.72B | $19.58B | $19.99B | $19.83B | $19.70B | $19.69B | $19.55B | $16.32B | $16.18B | $16.23B | $16.11B | |
| Intangibles | $6.14B | $6.22B | $6.24B | $6.32B | $6.39B | $6.36B | $6.38B | $6.59B | $6.62B | $6.71B | · | $6.84B | $5.32B | $5.36B | · | $5.38B | |
| Total Assets | $281.32B | $275.46B | $272.33B | $270.21B | $261.56B | $251.75B | $246.55B | $250.56B | $238.55B | $234.87B | · | $222.75B | $205.45B | $201.41B | · | $198.11B | |
| Short-term Debt | $663M | $1.50B | $1.50B | $1.50B | $1.50B | $0 | $800M | $1.57B | $1.55B | $2.27B | · | $700M | $699M | $0 | · | $1.48B | |
| Deferred Tax | $1.87B | $1.76B | $1.74B | $1.73B | $1.69B | $1.61B | $1.58B | $1.65B | $1.57B | $1.54B | · | $759M | $533M | $541M | · | $2M | |
| Total Liabilities | $200.48B | $195.54B | $192.55B | $192.40B | $187.12B | $181.00B | $178.15B | $180.44B | $173.98B | $170.44B | · | $165.24B | $152.57B | $148.43B | · | $150.47B | |
| Long-term Debt | $17.45B | $15.97B | $15.73B | $15.73B | $13.48B | $14.51B | $14.38B | $14.56B | $13.18B | $13.25B | · | $13.74B | $13.78B | $14.38B | · | $14.04B | |
| Total Debt | $663M | $1.50B | · | $1.50B | $1.50B | $0 | · | $1.57B | $1.55B | $2.27B | · | $700M | $699M | $0 | · | $1.48B | |
| Common Stock | $224M | $224M | $231M | $231M | $231M | $231M | $235M | $235M | $235M | $241M | · | $241M | $241M | $10.35B | · | $10.35B | |
| Retained Earnings | $71.67B | $68.82B | $69.95B | $66.72B | $63.92B | $60.95B | $61.56B | $58.99B | $56.66B | $56.95B | · | $51.51B | $49.47B | $50.20B | · | $47.02B | |
| Treasury Stock | $3.29B | $2.30B | $4.70B | $3.68B | $2.46B | $1.80B | $3.52B | $2.84B | $2.48B | $4.46B | · | $3.75B | $3.17B | $5.34B | · | $4.98B | |
| AOCI | $-5.92B | $-5.91B | $-4.97B | $-4.89B | $-6.06B | $-7.63B | $-8.64B | $-5.27B | $-8.30B | $-7.39B | · | $-11.52B | $-9.82B | $-8.89B | · | $-12.18B | |
| Stockholders' Equity | $75.37B | $73.79B | $73.76B | $71.86B | $69.39B | $65.73B | $64.02B | $65.76B | $61.04B | $60.53B | · | $52.37B | $52.88B | $52.99B | $50.52B | $47.64B | |
| Liabilities + Equity | $281.32B | $275.46B | $272.33B | $270.21B | $261.56B | $251.75B | $246.55B | $250.56B | $238.55B | $234.87B | · | $222.75B | $205.45B | $201.41B | · | $198.11B | |
| Shares Outstanding | 385,634,049 | 388,495,580 | 391,101,227 | 394,324,438 | 398,660,788 | 400,748,485 | 400,703,663 | 403,033,421 | 404,073,495 | 406,033,066 | 405,269,637 | 407,984,339 | 410,691,354 | 414,158,680 | 414,594,856 | 415,020,484 |
Грошовий потік 11
| Метрика | Тенденція | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $74M | $73M | $77M | $75M | $74M | $75M | $82M | $81M | $80M | $80M | $84M | $84M | $70M | $72M | $74M | $69M | |
| Operating Cash Flow | $3.73B | $3.95B | $4.06B | $3.64B | $3.55B | $1.57B | $4.57B | $4.32B | $4.08B | $3.22B | $3.19B | $4.68B | $2.52B | $2.25B | $2.66B | $3.44B | |
| Investing Cash Flow | $-2.34B | $-2.83B | $-2.33B | $-5.30B | $-2.83B | $-798M | $-2.47B | $-5.38B | $-2.32B | $-3.75B | $-2.21B | $-3.17B | $-1.69B | $-570M | $-452M | $-6.33B | |
| Debt Issued | $2.16B | $254M | $0 | $2.17B | $249M | $0 | $111M | $1.30B | $0 | $996M | $0 | $0 | $0 | $0 | · | · | |
| Net Debt Issued | · | $254M | · | · | · | $-800M | · | · | · | $996M | · | · | · | $-475M | · | · | |
| Stock Repurchased | $1.06B | $1.17B | $1.17B | $1.09B | $746M | $691M | $450M | $295M | $652M | $404M | $563M | $581M | $722M | $545M | $111M | $656M | |
| Net Stock Activity | · | $-1.17B | · | · | · | $-691M | · | · | · | $-404M | · | · | · | $-545M | · | · | |
| Dividends Paid | $379M | $380M | $384M | $390M | $365M | $366M | $367M | $371M | $349M | $349M | $350M | $356M | $343M | $345M | $345M | $349M | |
| Financing Cash Flow | $-1.27B | $-950M | $-1.66B | $1.70B | $-762M | $-1.12B | $-2.12B | $1.12B | $-1.75B | $562M | $-1.16B | $-1.01B | $-888M | $-1.42B | $-2.41B | $-2.01B | |
| Net Change in Cash | $119M | $164M | $16M | $83M | $121M | $-299M | $-129M | $110M | $-83M | $30M | $-157M | $403M | $-7M | $255M | $-137M | $-4.97B | |
| Taxes Paid | · | · | $491M | $604M | $802M | $314M | $355M | $462M | $756M | $89M | $364M | $348M | $534M | $219M | $278M | $352M |
Прибутковість 4
| Метрика | Тенденція | 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 | 18.1% | 15.7% | · | 17.3% | 20.0% | 10.0% | · | 15.7% | 16.1% | 16.6% | · | 14.8% | 15.2% | 17.1% | · | 6.7% | |
| Pretax Margin | 22.9% | 20.3% | · | 24.1% | 25.1% | 12.5% | · | 20.2% | 19.6% | 20.4% | · | 17.7% | 18.5% | 20.6% | · | 8.9% | |
| ROA | 1.1% | 0.88% | · | 1.1% | 1.2% | 0.55% | · | 0.98% | 1.0% | 0.98% | · | 0.97% | 0.89% | 0.95% | · | 0.41% | |
| ROE | 3.9% | 3.3% | · | 4.1% | 4.5% | 2.1% | · | 3.9% | 3.9% | 3.8% | · | 4.1% | 3.4% | 3.5% | · | 1.5% |
Ліквідність та платоспроможність 1
| Метрика | Тенденція | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Ефективність 1
| Метрика | Тенденція | 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 |
Оцінка (TTM) 12
| Метрика | Тенденція | 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 | $61.57B | $59.11B | · | $59.19B | $56.87B | $54.93B | · | $55.43B | $52.41B | $49.64B | · | $48.87B | $44.91B | $42.71B | · | $42.50B | |
| Net Income TTM | $10.94B | $9.42B | · | $9.42B | $8.85B | $8.03B | · | $8.74B | $8.21B | $7.87B | · | $6.52B | $5.67B | $5.83B | · | $5.77B | |
| Market Cap | $131.40B | $126.62B | · | $111.30B | $115.50B | $121.02B | · | $116.23B | $103.07B | $105.22B | · | $84.93B | $79.08B | $80.42B | · | $75.48B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | · | $77.50B | $78.13B | · | $74.83B | |
| P/E | 12.4 | 13.9 | · | 12.1 | 13.3 | 15.3 | · | 13.5 | 12.8 | 13.6 | · | 13.3 | 14.2 | 14.1 | · | 13.6 | |
| P/S | 2.1 | 2.1 | · | 1.9 | 2.0 | 2.2 | · | 2.1 | 2.0 | 2.1 | · | 1.7 | 1.8 | 1.9 | · | 1.8 | |
| P/B | 1.7 | 1.7 | · | 1.5 | 1.7 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 1.6 | 1.5 | 1.5 | · | 1.6 | |
| P / Tangible Book | 2.7 | 2.7 | · | 2.5 | 2.7 | 3.1 | · | 3.0 | 3.0 | 3.1 | · | 3.3 | 2.5 | 2.6 | · | 2.9 | |
| P / Cash Flow | · | 32.1 | · | · | · | 77.3 | · | · | · | 32.7 | · | · | · | 35.7 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | · | 1.7 | 1.8 | · | 1.8 | |
| Earnings Yield | 8.1% | 7.2% | · | 8.3% | 7.5% | 6.5% | · | 7.4% | 7.8% | 7.3% | · | 7.5% | 7.0% | 7.1% | · | 7.4% | |
| Payout Ratio | · | 16.4% | · | · | · | 27.5% | · | · | · | 16.3% | · | · | · | 18.2% | · | · |
Фінансова звітність Звіт про прибутки та збитки, баланс, рух грошових коштів — річні, за останні 5 років
Звіт про прибутки та збитки
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Виручка | $59.40B | $55.75B | $49.73B | $43.10B | $40.87B |
| Чистий прибуток | $10.31B | $9.27B | $9.03B | $5.25B | $8.53B |
| Розбавлений EPS | $25.68 | $22.70 | $21.80 | $12.39 | $19.24 |
Баланс
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Борг / Власний капітал | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Останні новини Останні заголовки, що згадують цю компанію
Мої показники Ваш персональний список спостереження — вибрані рядки з Повних фундаментальних даних
Виберіть показники, які для вас важливі — натисніть ➕ поруч із будь-яким рядком у Повних фундаментальних даних вище.
Ваш вибір збережено і він буде застосовуватися до всіх тікерів.
Інституційні власники (13F) 2 354 подавачі звітності · $78.3B всього · Станом на 30 червня 2026 р.
Інституційні інвестори, які звітують про володіння цими акціями у своїй квартальній формі SEC 13F. Тільки довгі позиції; один подавець звітності може з'явитися двічі для окремих опціонних контрактів. Великі протилежні опціонні позиції (пут/кол) зазвичай відображають маркет-мейкінг або хеджування запасів, а не спрямованість переконань.
| Нові позиції | Закриті позиції | Збільшено | Зменшено | Зміна чистих акцій |
|---|---|---|---|---|
| 172 (-50 проти попереднього кв.) | 85 (-11 проти попереднього кв.) | 827 (+68 проти попереднього кв.) | 778 (-5 проти попереднього кв.) | +54.2M |
Порівняно з Q1 2026. Звіти SEC Form 13F подаються протягом 45 днів після закінчення кварталу плюс невеликий буфер для тих, хто подає із запізненням — квартали, що ще знаходяться в цьому вікні, пропускаються на користь останньої повністю звітної пари.
| Інституційний інвестор | Вартість | Акції | % від відстежуваного 13F | Тип |
|---|---|---|---|---|
| Berkshire Hathaway Inc | $11 670 066 615 | 34 249 183 | 14,90% | Акції |
| VANGUARD CAPITAL MANAGEMENT LLC | $7 897 610 387 | 23 177 820 | 10,08% | Акції |
| STATE STREET CORP | $5 716 716 296 | 16 727 420 | 7,30% | Акції |
| GQG Partners LLC | $4 250 112 612 | 12 473 178 | 5,42% | Акції |
| FMR LLC | $3 387 369 474 | 9 941 215 | 4,32% | Акції |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3 031 393 751 | 8 896 501 | 3,87% | Акції |
| GEODE CAPITAL MANAGEMENT, LLC | $2 705 207 621 | 7 952 564 | 3,45% | Акції |
| WELLINGTON MANAGEMENT GROUP LLP | $1 975 782 253 | 5 798 504 | 2,52% | Акції |
| Capital World Investors | $1 902 824 301 | 5 584 363 | 2,43% | Акції |
| AMERIPRISE FINANCIAL INC | $1 633 868 723 | 4 794 005 | 2,09% | Акції |
| Capital Research Global Investors | $1 200 209 572 | 3 522 326 | 1,53% | Акції |
| NORGES BANK | $1 070 662 324 | 3 142 168 | 1,37% | Акції |
| RAYMOND JAMES FINANCIAL INC | $934 105 643 | 2 741 403 | 1,19% | Акції |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $838 564 207 | 2 461 009 | 1,07% | Акції |
| VANGUARD FIDUCIARY TRUST CO | $686 507 959 | 2 014 756 | 0,88% | Акції |
| UBS Group AG | $646 453 632 | 1 897 205 | 0,83% | Акції |
| DIMENSIONAL FUND ADVISORS LP | $639 909 800 | 1 878 000 | 0,82% | Акції |
| BANK OF AMERICA CORP /DE/ | $503 788 860 | 1 478 514 | 0,64% | Акції |
| ENVESTNET ASSET MANAGEMENT INC | $442 788 360 | 1 299 490 | 0,57% | Акції |
| Capital International Investors | $399 796 078 | 1 173 294 | 0,51% | Акції |
| Davis Selected Advisers | $391 231 100 | 1 148 090 | 0,50% | Акції |
| National Pension Service | $391 173 268 | 1 148 011 | 0,50% | Акції |
| Swiss National Bank | $336 021 092 | 986 151 | 0,43% | Акції |
| MYCIO WEALTH PARTNERS, LLC | $335 658 204 | 985 086 | 0,43% | Акції |
| LAZARD ASSET MANAGEMENT LLC | $315 721 445 | 926 576 | 0,40% | Акції |
| Sumitomo Mitsui Trust Group, Inc. | $308 899 210 | 906 554 | 0,39% | Акції |
| Mitsubishi UFJ Asset Management Co., Ltd. | $306 348 771 | 899 069 | 0,39% | Акції |
| Troy Asset Management Ltd | $295 140 810 | 866 176 | 0,38% | Акції |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $294 660 602 | 904 061 | 0,38% | Акції |
| BlackRock, Inc. | $289 762 570 | 850 392 | 0,37% | Акції |
| Legal & General Group Plc | $278 107 901 | 816 188 | 0,35% | Акції |
| Vanguard Global Advisers, LLC | $271 250 507 | 796 063 | 0,35% | Акції |
| Alphinity Investment Management Pty Ltd | $266 842 013 | 783 125 | 0,34% | Акції |
| LONDON CO OF VIRGINIA | $251 928 940 | 739 329 | 0,32% | Акції |
| GOLDMAN SACHS GROUP INC | $248 347 275 | 728 847 | 0,32% | Акції |
| ROYAL LONDON ASSET MANAGEMENT LTD | $240 527 685 | 705 898 | 0,31% | Акції |
| VANGUARD ASSET MANAGEMENT, Ltd | $232 306 310 | 681 770 | 0,30% | Акції |
| JONES FINANCIAL COMPANIES LLLP | $230 445 528 | 674 922 | 0,29% | Акції |
| Cullen Capital Management, LLC | $229 894 839 | 674 693 | 0,29% | Акції |
| TWO SIGMA ADVISERS, LP | $229 000 259 | 733 693 | 0,29% | Акції |
| Corient Private Wealth LP | $228 553 520 | 670 755 | 0,29% | Акції |
| Polar Capital Holdings Plc | $228 426 303 | 670 383 | 0,29% | Акції |
| AMERICAN CENTURY COMPANIES INC | $225 951 606 | 663 120 | 0,29% | Акції |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $225 183 822 | 660 867 | 0,29% | Акції |
| RHUMBLINE ADVISERS | $218 362 124 | 640 847 | 0,28% | Акції |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $212 752 945 | 624 385 | 0,27% | Акції |
| California Public Employees Retirement System | $212 507 271 | 623 664 | 0,27% | Акції |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $207 037 851 | 648 956 | 0,26% | Акції |
| NEW YORK STATE COMMON RETIREMENT FUND | $197 809 792 | 580 530 | 0,25% | Акції |
| LPL Financial LLC | $196 486 585 | 576 647 | 0,25% | Акції |
| ProShare Advisors LLC | $192 313 997 | 564 401 | 0,25% | Акції |
| BNP PARIBAS FINANCIAL MARKETS | $192 284 352 | 564 314 | 0,25% | Акції |
| CANADA PENSION PLAN INVESTMENT BOARD | $192 215 182 | 564 111 | 0,25% | Акції |
| DNB Asset Management AS | $189 792 861 | 557 002 | 0,24% | Акції |
| VANGUARD GROUP INC | $188 403 435 | 603 625 | 0,24% | Акції |
| Ensign Peak Advisors, Inc | $186 586 839 | 547 593 | 0,24% | Акції |
| PNC Financial Services Group, Inc. | $186 269 610 | 546 662 | 0,24% | Акції |
| JENNISON ASSOCIATES LLC | $186 012 012 | 545 906 | 0,24% | Акції |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $185 957 406 | 570 544 | 0,24% | Акції |
| Fayez Sarofim & Co | $180 564 984 | 529 920 | 0,23% | Акції |
| Bank of New York Mellon Corp | $180 494 748 | 529 714 | 0,23% | Акції |
| Clark Capital Management Group, Inc. | $179 379 630 | 526 441 | 0,23% | Акції |
| Boston Partners | $176 404 160 | 517 709 | 0,23% | Акції |
| Davis Asset Management, L.P. | $168 515 011 | 494 556 | 0,22% | Акції |
| Prana Capital Management, LP | $166 987 815 | 490 074 | 0,21% | Акції |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $165 020 382 | 484 300 | 0,21% | Опціон пут |
| BARCLAYS PLC | $161 783 352 | 474 800 | 0,21% | Акції |
| Woodline Partners LP | $160 393 474 | 470 721 | 0,20% | Акції |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $156 482 392 | 459 243 | 0,20% | Акції |
| US BANCORP \DE\ | $153 004 526 | 449 036 | 0,20% | Акції |
| VICTORY CAPITAL MANAGEMENT INC | $150 459 199 | 441 566 | 0,19% | Акції |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $150 430 917 | 441 483 | 0,19% | Акції |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $149 516 712 | 438 800 | 0,19% | Опціон кол |
| Holocene Advisors, LP | $148 277 781 | 435 164 | 0,19% | Акції |
| JANE STREET GROUP, LLC | $147 063 384 | 431 600 | 0,19% | Опціон кол |
| NEUBERGER BERMAN GROUP LLC | $145 586 911 | 427 267 | 0,19% | Акції |
| PFA Pension, Forsikringsaktieselskab | $138 106 991 | 405 315 | 0,18% | Акції |
| Cannell & Spears LLC | $137 793 176 | 404 394 | 0,18% | Акції |
| CITADEL ADVISORS LLC | $136 686 488 | 401 146 | 0,17% | Акції |
| STOREBRAND ASSET MANAGEMENT AS | $136 147 778 | 399 565 | 0,17% | Акції |
| HUNTINGTON NATIONAL BANK | $132 086 484 | 387 645 | 0,17% | Акції |
| Caisse de depot et placement du Quebec | $131 474 870 | 385 851 | 0,17% | Акції |
| ALLIANCEBERNSTEIN L.P. | $131 232 129 | 402 639 | 0,17% | Акції |
| Welch & Forbes LLC | $131 117 901 | 384 803 | 0,17% | Акції |
| VIKING GLOBAL INVESTORS LP | $128 565 291 | 377 312 | 0,16% | Акції |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $122 652 770 | 359 960 | 0,16% | Акції |
| Korea Investment CORP | $118 624 201 | 348 137 | 0,15% | Акції |
| Vest Financial, LLC | $118 585 356 | 348 023 | 0,15% | Акції |
| D.A. DAVIDSON & CO. | $115 396 623 | 338 664 | 0,15% | Акції |
| TODD ASSET MANAGEMENT LLC | $115 097 201 | 337 786 | 0,15% | Акції |
| HSBC HOLDINGS PLC | $114 824 932 | 333 551 | 0,15% | Акції |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $114 338 537 | 336 303 | 0,15% | Акції |
| Quantinno Capital Management LP | $111 898 588 | 328 398 | 0,14% | Акції |
| SEB Asset Management AB | $109 738 294 | 322 059 | 0,14% | Акції |
| Robeco Institutional Asset Management B.V. | $106 950 112 | 313 876 | 0,14% | Акції |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $105 817 148 | 310 551 | 0,14% | Акції |
| AVIVA PLC | $105 600 437 | 309 915 | 0,13% | Акції |
| Cerity Partners LLC | $98 873 238 | 290 173 | 0,13% | Акції |
| APG Asset Management N.V. | $98 104 986 | 329 176 | 0,13% | Акції |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $97 620 988 | 286 497 | 0,12% | Акції |
Інсайдери компанії 57 інсайдерів · 22 керівники · 34 директори
| Інсайдер | Роль | Остання активність | Кількість акцій у власності | Купівлі за 12 міс. | Продажі за 12 міс. | Нетто 12 міс |
|---|---|---|---|---|---|---|
| Evan G Greenberg | Chairman & CEO | 21 травня 2026 р. F | 461 791 | 0 | 2 | $-9 993 156 |
| John W Keogh | President &COO | 28 травня 2026 р. G | 140 970 | 0 | 2 | $-7 394 762 |
| Joseph F Wayland | Executive Vice President and* | 28 липня 2026 р. S | 33 749 | 0 | 3 | $-7 403 379 |
| Juan Luis Ortega | Executive Vice President* | 08 червня 2026 р. M | 28 859 | 0 | 3 | $-2 790 762 |
| Paul Mcnamee | Executive Vice President* | 21 травня 2026 р. F | 18 649 | 0 | 0 | $0 |
| Frances D. O'Brien | Chief Risk Officer | 21 травня 2026 р. F | 40 861 | 0 | 0 | $0 |
| Bryce L. Johns | Senior Vice President,* | 21 травня 2026 р. D | 24 527 | 0 | 1 | $-504 930 |
| Peter C. Enns | Executive Vice President and* | 21 травня 2026 р. F | 29 713 | 0 | 0 | $0 |
| Timothy Alan Boroughs | Executive Vice President* | 21 травня 2026 р. F | 5 588 | 0 | 4 | $-12 619 078 |
| George F. Ohsiek | Chief Accounting Officer | 06 березня 2026 р. S | 17 087 | 0 | 3 | $-1 923 097 |
| John J Lupica | Vice Chrm, Chubb Group* | 14 листопада 2025 р. S | 74 225 | 0 | 2 | $-11 513 507 |
| Annmarie T Hagan | Chief Accounting Officer | 16 травня 2024 р. M | 7 718 | 0 | 0 | $0 |
| Sean Ringsted | EVP, Chief Risk Officer and* | 23 лютого 2023 р. A | 224 495 | 0 | 0 | $0 |
| Paul J Krump | Vice Chairman, Chubb Group* | 18 травня 2022 р. F | 84 039 | 0 | 0 | $0 |
| Philip V Bancroft | Executive Vice President* | 19 травня 2021 р. F | 255 671 | 0 | 0 | $0 |
| Paul Bennett Medini | Chief Accounting Officer | 28 лютого 2020 р. F | 94 361 | 0 | 0 | $0 |
| Juan C Andrade | Executive Vice President* | 30 травня 2019 р. S | 113 479 | 0 | 0 | $0 |
| Robert Cusumano | General Counsel | 26 липня 2013 р. G | 58 722 | 0 | 0 | $0 |
| Brian Edward Dowd | Vice Chairman; Chairman,* | 18 травня 2011 р. F | 193 180 | 0 | 0 | $0 |
| Gary T Schmalzriedt | Subsidiary Chairman | 29 вересня 2006 р. A | 98 758 | 0 | 0 | $0 |
| Donald Kramer | Executive* | 28 лютого 2005 р. F | 500 116 | 0 | 0 | $0 |
| Peter Mear | General Counsel and Secretary | 23 лютого 2005 р. A | 103 374 | 0 | 0 | $0 |
| Fred Hu | Директор | 21 травня 2026 р. F | 1 713 | 0 | 0 | $0 |
| Frances F Townsend | Директор | 21 травня 2026 р. F | 5 314 | 0 | 0 | $0 |
| Theodore Shasta | Директор | 21 травня 2026 р. F | 16 069 | 0 | 0 | $0 |
| Michael Corbat | Директор | 21 травня 2026 р. F | 2 938 | 0 | 0 | $0 |
| Olivier Steimer | Директор | 21 травня 2026 р. F | 26 120 | 0 | 1 | $-658 600 |
| Robert W Scully | Директор | 21 травня 2026 р. F | 20 397 | 0 | 0 | $0 |
| Nancy Buese | Директор | 21 травня 2026 р. F | 3 746 | 0 | 0 | $0 |
| Nelson Chai | Директор | 21 травня 2026 р. F | 1 797 | 0 | 0 | $0 |
| David H Sidwell | Директор | 21 травня 2026 р. F | 15 321 | 0 | 0 | $0 |
| CONNORS MICHAEL P | Директор | 21 травня 2026 р. F | 18 303 | 0 | 0 | $0 |
| Robert J Hugin | Директор | 21 травня 2026 р. A | 21 626 | 0 | 0 | $0 |
| Sheila P Burke | Директор | 21 травня 2026 р. F | 8 587 | 0 | 0 | $0 |
| Michael G Atieh | Директор | 21 травня 2026 р. S | 40 014 | 0 | 1 | $-190 468 |
| Kathleen Bonanno | Директор | 16 травня 2024 р. F | 1 415 | 0 | 0 | $0 |
| Luis Tellez | Директор | 17 травня 2023 р. F | 1 511 | 0 | 0 | $0 |
| Mary A Cirillo | Директор | 17 травня 2023 р. F | 44 542 | 0 | 0 | $0 |
| Eugene B. Shanks JR | Директор | 19 травня 2022 р. F | 12 181 | 0 | 0 | $0 |
| John A Edwardson | Директор | 20 травня 2021 р. F | 12 201 | 0 | 0 | $0 |
| James I Cash | Директор | 20 травня 2021 р. F | 5 046 | 0 | 0 | $0 |
| Kimberly A. Ross | Директор | 20 травня 2020 р. F | 8 734 | 0 | 0 | $0 |
| Robert M Hernandez | Директор | 20 травня 2020 р. F | 27 937 | 0 | 0 | $0 |
| James M Zimmerman | Директор | 16 травня 2019 р. F | 6 100 | 0 | 0 | $0 |
| Leo F Mullin | Директор | 17 травня 2018 р. F | 19 708 | 0 | 0 | $0 |
| Lawrence W Kellner | Директор | 19 травня 2016 р. A | 1 883 | 0 | 0 | $0 |
| Peter Menikoff | Директор | 19 травня 2016 р. F | 57 983 | 0 | 0 | $0 |
| Thomas J Neff | Директор | 16 травня 2013 р. F | 52 968 | 0 | 0 | $0 |
| RIPP ROBERT | Директор | 16 травня 2013 р. F | 47 312 | 0 | 0 | $0 |
| Bruce L Crockett | Директор | 13 січня 2012 р. M | 34 708 | 0 | 0 | $0 |
Інсайдери згідно з формами SEC 3/4/5; чистий результат = лише відкритий ринок купівлі/продажу
Присутність в ETF Належить 123 ETF
Вага відображає лише прямі акціонерні володіння (N-PORT); фонди з кредитним плечем або похідними інструментами можуть мати додаткову експозицію за свопами, яка не відображається.
| Фонд | Вага | Одиниці | Станом на | Джерело |
|---|---|---|---|---|
| IAK · iShares Trust | 12,85% | 200 850 SH | 08 серпня 2026 р. | Щоденно |
| KBWP · Invesco Exchange-Traded Fund Trust … | 7,61% | 58 782 SH | 08 серпня 2026 р. | Щоденно |
| DFNL · Davis Fundamental ETF Trust | 4,48% | 64 362 NS | 30 квітня 2026 р. | N-PORT |
| FMCX · Northern Lights Fund Trust IV | 2,68% | 10 116 NS | 31 травня 2026 р. | N-PORT |
| ESN · Northern Lights Fund Trust II | 2,30% | 20 563 NS | 31 травня 2026 р. | N-PORT |
| IYF · iShares Trust | 1,87% | 231 437 SH | 08 серпня 2026 р. | Щоденно |
| USMV · iShares Trust | 1,54% | 1 053 220 SH | 08 серпня 2026 р. | Щоденно |
| PWV · Invesco Exchange-Traded Fund Trust | 1,43% | 72 896 SH | 08 серпня 2026 р. | Щоденно |
| VFH · VANGUARD WORLD FUND | 1,39% | 569 474 SH | 08 серпня 2026 р. | Щоденно |
| ESMV · iShares Trust | 1,29% | 286 SH | 08 серпня 2026 р. | Щоденно |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,26% | 11 072 SH | 08 серпня 2026 р. | Щоденно |
| VFMV · VANGUARD WELLINGTON FUND | 1,25% | 15 392 SH | 08 серпня 2026 р. | Щоденно |
| SPVM · Invesco Exchange-Traded Fund Trust | 1,19% | 4 454 SH | 08 серпня 2026 р. | Щоденно |
| FAS · Direxion Shares ETF Trust | 1,16% | 69 588 NS | 30 квітня 2026 р. | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,14% | 75 655 SH | 08 серпня 2026 р. | Щоденно |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1,13% | 232 113 SH | 08 серпня 2026 р. | Щоденно |
| ACWV · iShares, Inc. | 0,98% | 93 213 SH | 08 серпня 2026 р. | Щоденно |
| SPVU · Invesco Exchange-Traded Fund Trust … | 0,85% | 3 665 NS | 31 травня 2026 р. | N-PORT |
| OUSA · ALPS ETF Trust | 0,80% | 19 098 NS | 31 травня 2026 р. | N-PORT |
| IXG · iShares Trust | 0,80% | 15 706 SH | 08 серпня 2026 р. | Щоденно |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,70% | 232 NS | 31 травня 2026 р. | N-PORT |
| XOEF · iShares Trust | 0,70% | 454 SH | 08 серпня 2026 р. | Щоденно |
| VFVA · VANGUARD WELLINGTON FUND | 0,61% | 15 063 SH | 08 серпня 2026 р. | Щоденно |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,59% | 10 958 NS | 30 квітня 2026 р. | N-PORT |
| MGV · VANGUARD WORLD FUND | 0,56% | 219 403 SH | 08 серпня 2026 р. | Щоденно |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,54% | 2 037 820 SH | 08 серпня 2026 р. | Щоденно |
| DFLV · Dimensional ETF Trust | 0,50% | 90 116 NS | 30 квітня 2026 р. | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,50% | 1 404 489 SH | 08 серпня 2026 р. | Щоденно |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,49% | 13 221 SH | 08 серпня 2026 р. | Щоденно |
| USXF · iShares Trust | 0,48% | 20 370 SH | 08 серпня 2026 р. | Щоденно |
| PFM · Invesco Exchange-Traded Fund Trust | 0,48% | 11 039 SH | 08 серпня 2026 р. | Щоденно |
| RPV · Invesco Exchange-Traded Fund Trust | 0,46% | 22 387 SH | 08 серпня 2026 р. | Щоденно |
| IWX · iShares Trust | 0,46% | 52 053 SH | 08 серпня 2026 р. | Щоденно |
| VTV · VANGUARD INDEX FUNDS | 0,45% | 3 319 436 SH | 08 серпня 2026 р. | Щоденно |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,44% | 181 918 NS | 31 травня 2026 р. | N-PORT |
| IVE · iShares Trust | 0,43% | 597 675 SH | 08 серпня 2026 р. | Щоденно |
| DFUV · Dimensional ETF Trust | 0,42% | 185 959 NS | 30 квітня 2026 р. | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,42% | 83 035 SH | 08 серпня 2026 р. | Щоденно |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,41% | 2 454 NS | 31 травня 2026 р. | N-PORT |
| IUSV · iShares Trust | 0,40% | 314 102 SH | 08 серпня 2026 р. | Щоденно |
| ACVF · ETF Opportunities Trust | 0,39% | 1 719 NS | 30 квітня 2026 р. | N-PORT |
| ILCV · iShares Trust | 0,37% | 13 889 SH | 08 серпня 2026 р. | Щоденно |
| DSI · iShares Trust | 0,35% | 54 029 SH | 08 серпня 2026 р. | Щоденно |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,34% | 212 382 SH | 08 серпня 2026 р. | Щоденно |
| QUAL · iShares Trust | 0,34% | 459 114 SH | 08 серпня 2026 р. | Щоденно |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,33% | 420 000 | 08 серпня 2026 р. | Щоденно |
| IWD · iShares Trust | 0,33% | 781 078 SH | 08 серпня 2026 р. | Щоденно |
| DGRO · iShares Trust | 0,32% | 395 197 SH | 08 серпня 2026 р. | Щоденно |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,32% | 89 914 SH | 08 серпня 2026 р. | Щоденно |
| EGLE · Global X Funds | 0,30% | 19 NS | 30 квітня 2026 р. | N-PORT |