EVRG Evergy, Inc. - Common Stock
Про Evergy, Inc. - Common Stock Огляд компанії з Wikipedia
Evergy, Inc. is an American investor-owned utility (IOU) with publicly traded stock with headquarters in Topeka, Kansas, and in Kansas City, Missouri. The company was formed from a merger of Westar Energy of Topeka and Great Plains Energy of Kansas City, parent company of Kansas City Power & Light. Evergy is the largest electric company in Kansas, serving more than 1.7 million residential, commercial and industrial customers in Kansas and Missouri. Its more than 40 power plants have generating capacity of 16,000 megawatt electricity in Kansas and Missouri. Service territory covers 28,130 square miles (72,900 km2) in east Kansas and west Missouri. It owns more than 10,100 miles (16,300 km) of transmission lines and about 52,000 miles (84,000 km) of distribution lines.
Детальніше
Evergy, Inc. is an American investor-owned utility (IOU) with publicly traded stock with headquarters in Topeka, Kansas, and in Kansas City, Missouri. The company was formed from a merger of Westar Energy of Topeka and Great Plains Energy of Kansas City, parent company of Kansas City Power & Light. Evergy is the largest electric company in Kansas, serving more than 1.7 million residential, commercial and industrial customers in Kansas and Missouri. Its more than 40 power plants have generating capacity of 16,000 megawatt electricity in Kansas and Missouri. Service territory covers 28,130 square miles (72,900 km2) in east Kansas and west Missouri. It owns more than 10,100 miles (16,300 km) of transmission lines and about 52,000 miles (84,000 km) of distribution lines.
History of Westar Energy
Western Resources was the product of a 1992 merger between the two major electric companies in eastern Kansas, Kansas Gas and Electric (KG&E) of Wichita and Kansas Power and Light (KPL) of Topeka.
KG&E was founded in 1909 when the American Power and Light Company took over electric companies in Wichita, Pittsburg and Frontenac. Within a decade, it served over 48,000 people in 50 cities and towns. It also provided natural gas to several of the larger cities in its service territory.
KPL was founded in 1924, and quickly expanded across northeastern Kansas. In 1983, it merged with The Gas Service Company, a natural gas utility serving customers in Kansas, Missouri, Nebraska and Oklahoma.
In 1992, KPL merged with KG&E to become Western Resources, with KPL and KG&E as operating companies. The merger created one of the largest utilities in the Midwest, serving 560,000 electric customers and 1.06 million natural gas customers in three states. In 1996, Western Resources sold its natural gas business to ONEOK as Kansas Gas Service; this company became part of ONE Gas. In return, Western Resources acquired a 45 percent stake in ONEOK; it sold this stake in 2003.
In 2002, Western Resources officially changed its name to Westar Energy, and all of its subsidiaries began doing business under that name.
History of Kansas City Power & Light
Kansas City Power and Light Company was an electric utility serving the Kansas City metropolitan area. It was a wholly owned subsidiary, and biggest component, of Great Plains Energy.
In November 1881, Joseph S. Chick obtained the exclusive rights to use the Thompson-Houston arc lighting system in the counties of Jackson, Missouri, and Wyandotte, Kansas, for $4,000. In December, the initial franchise to establish an electric works in the City of Kansas, Missouri, was granted to Lysander R. Moore and later assigned to Kawsmouth Electric Light Company. Construction was begun in February 1882 on a power plant on a tract of land at the southeast corner of 8th and Santa Fe Streets in the West Bottoms. Kawsmouth Electric Light Company built quickly and, on Saturday night, May 13, 1882, brought electric illumination to the first 13 customers on the west side of Main Street in the downtown district. In 1885, the company reincorporated as Kansas City Electric Light Company.
Weeks spun off the Edison Electric Light & Power Company to meet residential demand. An electric war ensued when in 1883 J. Ogden Armour, heir to the Armour Packing Company, purchased the company on May 14, 1900, to power the Metropolitan Street Railway Company and Kansas City Electric Light Company. Under Armour, the company bought competitors and built a new power plant in 1903, providing steam heat to downtown businesses. The company focused on the trolley company and in 1911 it went into receivership. In October 1917, the company spun off the trolley business (which still controlled some power plants) and emerged from bankruptcy as Kansas City Light & Power Company with Edison Pioneer, Joseph F. Porter, as President. Porter found the weakened company's most urgent needs were for more energy and more efficient plants. Thus, the company began construction on the Northeast Power station, the company's first modern generating complex.
Increased construction costs forced the company to reincorporate again, in June 1919, as Kansas City Power and Light Company. After acquiring the Carroll County Electric Company on July 29, 1922, the reorganized company became Kansas City Power & Light Company, adopting the ampersand and corporate name that continues. Armour sold his interest in 1923. Continental Gas & Electric Corporation purchased the controlling interest in 1924 and was part of United Light and Power until United dissolved in 1950.
Under Porter's twenty-one year leadership, the company prospered. Capitalization rose from $7 million to $82.5 million (or $160 million to $1.89 billion in 2025, inflation adjusted). Assured of a strong financial base, Porter ordered construction of the 32-story Kansas City Power and Light Building, which was completed in 1931 and remained the company's headquarters until 1991. Today, the building remains a prominent feature of the downtown Kansas City skyline and namesake for the Kansas City Power & Light District. In 1938, Porter resigned his position as president, though he remained chairman of the board until his death in 1942.
The Hawthorn Station, situated on the Missouri River, was started in 1948, and the first of two units were completed in 1951. Two other units followed and were fully operational by 1956. Kansas City Power became independent in 1950. It acquired Eastern Kansas Utilities in 1952. It was part of a consortium that built Wolf Creek Nuclear Generating Station in Burlington, Kansas.
On October 1, 2001, a holding company, Great Plains Energy Incorporated, was established in Kansas City, Missouri that owned electric utility Kansas City Power and Light Company and Strategic Energy, LLC, an energy management company.
It acquired Aquila, Inc. in July, 2008.
In 2014, it ranked number 855 on the Fortune 1000 list.
Merger of KCP&L and Westar
In 2016, Great Plains Energy announced plans to acquire Westar, but this proposed merger was rejected by Kansas Corporation Commission utility regulators as unfavorable to Kansas consumers. A new plan with Great Plains merging with Westar was announced in 2017. As of May 24, 2018, this merger has been approved by both the Missouri Public Service Commission and the Kansas Corporation Commission, with the combined company to be named Evergy. KCP&L and Westar became the two operating companies of Evergy.
On October 7, 2019, the Westar and KCP&L brands were retired and the company adopted the Evergy brand across its entire service territory.
On December 28, 2022, the company switched its stock exchange listing to the Nasdaq Global Select Market.
Generation portfolio
Wolf Creek Nuclear Generating Station – Burlington, Kansas
La Cygne Generating Station – La Cygne, Kansas
Lawrence Energy Center – Lawrence, Kansas
Abilene Energy Center – Abilene, Kansas
Central Plains Wind Farm – Leoti, Kansas
Emporia Energy Center – Emporia, Kansas
Flat Ridge Wind Energy – Nashville, Kansas
Gordon Evans Energy Center – Colwich, Kansas
Hutchinson Energy Center – Hutchinson, Kansas
Hawthorn Generating Station - Kansas City, Mo
Iatan Generating Station - Weston, Missouri
Jeffrey Energy Center – St. Marys, Kansas
Meridian Way Wind Farm – Concordia, Kansas
Murray Gill Energy Center – Wichita, Kansas
Neosho Energy Center (out of use since 2012) – Parsons, Kansas
Rolling Meadows Landfill Gas to Energy Plant – Topeka, Kansas
Spring Creek Energy Center – Logan County, Oklahoma
State Line Combined Cycle Plant – Joplin, Missouri
Tecumseh Energy Center – Tecumseh, Kansas
Western Plains Wind Farm – Ford County, Kansas
Controversies
In 1999, Western Resources restated its consolidated financial statements for 1999, 1998, and 1997 and for each of the periods of 2000, related to the Westinghouse Security Systems (WSS) acquisition.
On November 1, 2002, Westar Energy announced the restating of results for its first and second quarter, to account for additional impairment at its Protection One Inc. (POI) unit.
On January 14, 2003, Westar Energy Inc was charged for transactions involving power sales from one Cleco Corporation affiliate to Westar and then back to another or the same Cleco affiliate, and paid $30,000,000 for the settlement.
On March 25, 2004, Westar Energy restated its 2003 annual financial results, after realizing that it might have understated its cash flow from operations for the year.
Awards
Evergy was named one of the "Healthiest 100 Workplaces in America" by Springbuk in 2019.
In May 2019, Forbes named Evergy as one of America's "Best Top 500 Employers".
Джерело: Wikipedia (Англійська), CC BY-SA 4.0 · Переглянути на Wikipedia ↗
EVRG Знімок акцій Ціна, ринкова капіталізація, P/E, EPS, ROE, борг/власний капітал, діапазон 52 тижнів
EVRG 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 |
|---|---|
| 22 травня 2026 р. | $0,6950 |
| 10 березня 2026 р. | $0,6950 |
| 21 листопада 2025 р. | $0,6950 |
| 22 серпня 2025 р. | $0,6680 |
| 23 травня 2025 р. | $0,6680 |
| 10 березня 2025 р. | $0,6680 |
| 21 листопада 2024 р. | $0,6680 |
| 20 серпня 2024 р. | $0,6430 |
| 17 травня 2024 р. | $0,6430 |
| 08 березня 2024 р. | $0,6430 |
| 21 листопада 2023 р. | $0,6430 |
| 18 серпня 2023 р. | $0,6130 |
| 18 травня 2023 р. | $0,6130 |
| 08 березня 2023 р. | $0,6130 |
| 17 листопада 2022 р. | $0,6130 |
| 18 серпня 2022 р. | $0,5730 |
| 19 травня 2022 р. | $0,5730 |
| 04 березня 2022 р. | $0,5730 |
| 18 листопада 2021 р. | $0,5730 |
| 19 серпня 2021 р. | $0,5350 |
EVRG Консенсус аналітиків Бичачі та ведмежі думки аналітиків, 12-місячна цільова ціна, потенціал зростання
- Активна купівля 7 35,0%
- Купівля 6 30,0%
- Утримувати 7 35,0%
- Продаж 0 0,0%
- Активний продаж 0 0,0%
12-місячна цільова ціна
11 аналітиків · 2026-08-17Історія прибутків EPS фактичний проти прогнозу, сюрприз %, коефіцієнт перевищення, дата наступного звіту про прибутки
| Період | EPS Actual | EPS прогноз | Сюрприз |
|---|---|---|---|
| 30 червня 2026 р. | $0.88 | $0.85 | 0.03% |
| 31 березня 2026 р. | $0.69 | $0.66 | 0.03% |
| 31 грудня 2025 р. | $0.42 | $0.58 | -0.16% |
| 30 вересня 2025 р. | $2.03 | $2.10 | -0.07% |
| 30 червня 2025 р. | $0.82 | $0.83 | -0.01% |
| 31 березня 2025 р. | $0.54 | $0.68 | -0.14% |
Порівняння з аналогами (підгалузь GICS) Ключові показники порівняно з аналогами в секторі
| Тікер | Капіталізація | P/E | Виручка рік до року | Чиста маржа | ROE | Валова маржа |
|---|---|---|---|---|---|---|
| EVRG | — | 19.8 | 1.9% | 14.3% | 8.5% | — |
| EIX | $23.09B | 5.2 | 9.8% | 23.1% | 26.9% | — |
| FE | $25.87B | 25.4 | 12.0% | 6.8% | 8.2% | — |
| ES | $25.28B | 14.8 | 13.8% | 12.6% | 10.7% | — |
| PPL | — | — | — | — | — | — |
| NRG | $30.32B | 39.7 | 9.2% | 2.8% | 43.5% | — |
| LNT | $16.72B | 20.7 | 9.6% | 18.6% | 11.3% | — |
| PNW | — | 17.6 | 4.2% | 11.8% | 9.2% | — |
| OGE | $8.80B | 18.4 | 9.2% | 14.4% | 9.8% | — |
| IDA | — | 21.5 | -1.2% | 18.5% | 9.4% | — |
| OKLO | $11.52B | -99.7 | — | — | -9.7% | — |
Повні фундаментальні показники Усі показники за роками — звіт про прибутки та збитки, баланс, рух грошових коштів
Звіт про прибутки та збитки 13
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.96B | $5.85B | $5.51B | $5.86B | $5.59B | $4.91B | $5.15B | $4.28B | $2.57B | $2.56B | |
| Operating Expenses | $4.43B | $4.38B | $4.23B | $4.59B | $4.23B | $3.77B | $3.96B | $3.34B | $1.89B | $1.86B | |
| Operating Income | $1.53B | $1.47B | $1.28B | $1.27B | $1.35B | $1.14B | $1.19B | $934M | $679M | $702M | |
| Interest Expense | $616M | $563M | $526M | $404M | $373M | $384M | $374M | $280M | $171M | $162M | |
| Other Non-op | $-26M | $3M | $-5M | $-58M | $19M | $-36M | $-39M | $-54M | $-27M | $-2M | |
| Pretax Income | $891M | $908M | $752M | $805M | $1.00B | $724M | $773M | $600M | $481M | $539M | |
| Income Tax | $30M | $30M | $16M | $48M | $117M | $102M | $97M | $59M | $151M | $184M | |
| Net Income | $856M | $874M | $731M | $753M | $880M | $618M | $670M | $536M | $324M | $347M | |
| EPS (Basic) | $3.71 | $3.79 | $3.18 | $3.27 | $3.84 | $2.72 | $2.80 | $2.50 | $2.27 | $2.43 | |
| EPS (Diluted) | $3.66 | $3.79 | $3.17 | $3.27 | $3.83 | $2.72 | $2.79 | $2.50 | $2.27 | $2.43 | |
| Shares (Basic) | 230,500,000 | 230,300,000 | 230,000,000 | 229,900,000 | 229,000,000 | 227,200,000 | 239,500,000 | 213,900,000 | 142,500,000 | 142,100,000 | |
| Shares (Diluted) | 233,600,000 | 230,600,000 | 230,500,000 | 230,300,000 | 229,600,000 | 227,500,000 | 239,900,000 | 214,100,000 | 142,600,000 | 142,500,000 | |
| EBITDA | $1.53B | $1.47B | $1.28B | $1.27B | $1.35B | $1.14B | $1.19B | $934M | · | · |
Баланс 22
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $22M | $28M | $25M | $26M | $145M | $23M | $160M | $3M | · | |
| Receivables | $214M | $245M | $257M | $315M | $222M | $274M | $228M | $194M | $291M | · | |
| Prepaid Expense | $78M | $66M | $51M | $48M | $49M | $48M | $78M | $79M | $40M | · | |
| Other Current Assets | $47M | $45M | $31M | $44M | $75M | $24M | · | · | · | · | |
| Current Assets | $1.82B | $1.84B | $1.79B | $1.84B | $1.71B | $1.62B | $1.47B | $1.68B | $727M | · | |
| PP&E (Net) | $26.30B | $24.93B | $23.73B | $22.14B | $21.00B | $19.95B | $19.18B | $18.78B | $9.55B | · | |
| Goodwill | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $0 | · | |
| Other Non-current Assets | $592M | $576M | $560M | $534M | $563M | $528M | $512M | $396M | $245M | · | |
| Total Assets | $33.95B | $32.28B | $30.98B | $29.49B | $28.52B | $27.11B | $25.98B | $25.60B | $11.62B | · | |
| Accounts Payable | $654M | $614M | $617M | $601M | $640M | $654M | $529M | $452M | $204M | · | |
| Short-term Debt | $1.39B | $1.21B | $952M | · | · | · | · | · | · | · | |
| Current Liabilities | $3.70B | $3.66B | $3.51B | $3.49B | $3.10B | $2.36B | $2.34B | $2.87B | $824M | · | |
| Capital Leases | $45M | $43M | $53M | $60M | · | · | $82M | $45M | · | · | |
| Deferred Tax | $2.02B | $2.04B | $2.10B | $2.00B | $1.86B | $1.66B | $1.74B | $1.60B | $816M | · | |
| Other Non-current Liabilities | $358M | $311M | $288M | $288M | $310M | $308M | $341M | $237M | $133M | · | |
| Long-term Debt | $13.41B | $12.46B | $11.85B | $10.34B | $9.69B | $9.63B | $9.00B | $7.34B | $3.69B | · | |
| Total Debt | $14.80B | $13.67B | $11.85B | $10.34B | $9.69B | $9.63B | $9.00B | $7.34B | · | · | |
| Common Stock | $7.27B | $7.25B | $7.23B | $7.22B | $7.21B | $7.08B | $7.07B | $8.69B | $2.73B | · | |
| Retained Earnings | $2.97B | $2.73B | $2.46B | $2.30B | $2.08B | $1.70B | $1.55B | $1.35B | $1.17B | · | |
| AOCI | $-18M | $-24M | $-30M | $-34M | $-44M | $-49M | $-50M | $-3M | $0 | · | |
| Stockholders' Equity | $10.22B | $9.96B | $9.66B | $9.48B | $9.24B | $8.73B | $8.57B | $10.03B | $3.91B | · | |
| Liabilities + Equity | $33.95B | $32.28B | $30.98B | $29.49B | $28.52B | $27.11B | $25.98B | $25.60B | $11.62B | · |
Грошовий потік 17
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.16B | $1.11B | $1.08B | $929M | $896M | $880M | $862M | $619M | $372M | $338M | |
| Stock-based Comp | $21M | $15M | $18M | $19M | $16M | $16M | $16M | $30M | $9M | $9M | |
| Deferred Tax | $28M | $-1M | $-12M | $14M | $108M | $133M | $121M | $128M | $154M | $188M | |
| Operating Cash Flow | $2.05B | $1.98B | $1.98B | $1.80B | $1.35B | $1.75B | $1.75B | $1.50B | $913M | $804M | |
| CapEx | $2.80B | $2.34B | $2.33B | $2.17B | $1.97B | $1.56B | $1.21B | $1.07B | $765M | $1.09B | |
| Investing Cash Flow | $-2.57B | $-2.26B | $-2.47B | $-2.15B | $-1.91B | $-1.53B | $-1.08B | $197M | $-781M | $-994M | |
| Debt Issued | $1.69B | $1.41B | $2.44B | $568M | $497M | $889M | $2.37B | $291M | $296M | $396M | |
| Net Debt Issued | $936M | $602M | $2.01B | $157M | $65M | $638M | $1.67B | $-105M | · | · | |
| Stock Issued | $1M | $0 | $0 | $0 | $112M | $0 | $0 | · | · | · | |
| Stock Repurchased | · | · | · | · | $0 | $0 | $1.63B | $1.04B | $0 | $0 | |
| Net Stock Activity | $1M | · | $0 | $0 | $112M | $0 | $-1.63B | $-1.04B | · | · | |
| Dividends Paid | $613M | $597M | $570M | $535M | $498M | $465M | $462M | $475M | $223M | $204M | |
| Financing Cash Flow | $522M | $280M | $494M | $349M | $443M | $-98M | $-806M | $-1.54B | $-132M | $190M | |
| Net Change in Cash | $-3M | $2M | $2M | $-1M | $-119M | $122M | $-137M | $157M | $300.0K | $-100.0K | |
| Taxes Paid | $6M | $38M | $34M | $22M | $-20M | $-46M | $-5M | $-900.0K | $-13M | $13M | |
| Free Cash Flow | $-752M | $-353M | $-354M | $-365M | $-621M | $194M | $539M | $428M | · | · | |
| Levered FCF | $-1.35B | $-897M | $-869M | $-745M | $-950M | $-136M | $212M | $176M | · | · |
Прибутковість 7
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 25.7% | 25.1% | 23.3% | 21.6% | 24.2% | 23.3% | 23.0% | 21.8% | · | · | |
| Net Margin | 14.3% | 14.9% | 13.3% | 12.8% | 15.8% | 12.6% | 13.0% | 12.5% | · | · | |
| Pretax Margin | 14.9% | 15.5% | 13.7% | 13.7% | 17.9% | 14.7% | 15.0% | 14.0% | · | · | |
| EBITDA Margin | 25.7% | 25.1% | 23.3% | 21.6% | 24.2% | 23.3% | 23.0% | 21.8% | · | · | |
| ROA | 2.6% | 2.8% | 2.4% | 2.6% | 3.2% | 2.3% | 2.6% | 2.9% | · | · | |
| ROE | 8.5% | 8.9% | 7.6% | 8.0% | 9.8% | 7.1% | 7.2% | 7.7% | · | · | |
| ROIC | 5.9% | 6.0% | 5.8% | 6.0% | 6.3% | 5.3% | 5.9% | 4.9% | · | · |
Ліквідність та платоспроможність 5
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 0.7 | 0.6 | 0.6 | · | · | |
| Quick Ratio | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | · | · | |
| Debt / Equity | 1.4 | 1.4 | 1.2 | 1.1 | 1.0 | 1.1 | 1.0 | 0.7 | · | · | |
| LT Debt / Equity | 1.3 | 1.2 | 1.1 | 1.0 | 1.0 | 1.1 | 1.0 | 0.7 | · | · | |
| Interest Coverage | 2.5 | 2.6 | 2.4 | 3.1 | 3.6 | 3.0 | 3.2 | 3.3 | · | · |
Ефективність 2
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | · | · | |
| Receivables Turnover | 25.9 | 23.3 | 19.3 | 21.8 | 22.5 | 19.6 | 24.4 | 17.7 | · | · |
Темпи зростання 10
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.9% | 6.2% | -6.0% | 4.9% | 13.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.58% | 1.5% | 3.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.9% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -3.4% | 19.6% | -3.1% | -14.6% | 40.8% | · | · | · | · | · | |
| EPS CAGR 3Y | 3.8% | -0.35% | 5.2% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.1% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.1% | 19.4% | -2.8% | -14.4% | 42.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.4% | -0.24% | 5.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.7% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 5.7% | · | · | · | · | · | · | · | · | · |
Оцінка (TTM) 6
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.96B | $5.85B | $5.51B | $5.86B | $5.59B | $4.91B | $5.15B | $4.28B | · | · | |
| Net Income TTM | $856M | $874M | $731M | $753M | $880M | $618M | $670M | $536M | · | · | |
| P/E | 19.8 | 16.2 | 16.5 | 19.2 | 17.9 | 20.4 | 23.3 | 22.7 | · | · | |
| Earnings Yield | 5.1% | 6.2% | 6.1% | 5.2% | 5.6% | 4.9% | 4.3% | 4.4% | · | · | |
| Payout Ratio | 71.7% | 68.3% | 77.9% | 71.0% | 56.6% | 75.2% | 69.0% | 88.6% | · | · | |
| Annual Payout | $613M | $597M | $570M | $535M | $498M | $465M | $462M | $475M | · | · |
Звіт про прибутки та збитки 13
| 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 | $1.50B | $1.44B | $1.34B | $1.81B | $1.44B | $1.37B | $1.26B | $1.81B | $1.45B | $1.33B | $1.19B | $1.67B | $1.35B | $1.30B | $1.28B | $1.91B | |
| Operating Expenses | $1.12B | $1.13B | $1.10B | $1.15B | $1.09B | $1.08B | $1.04B | $1.18B | $1.09B | $1.07B | $1.01B | $1.18B | $1.02B | $1.02B | $1.18B | $1.33B | |
| Operating Income | $381M | $318M | $239M | $658M | $344M | $292M | $222M | $628M | $358M | $260M | $181M | $486M | $337M | $279M | $100M | $578M | |
| Interest Expense | $166M | $174M | $158M | $152M | $154M | $152M | $142M | $144M | $144M | $133M | $132M | $137M | $134M | $123M | $111M | $102M | |
| Other Non-op | $18M | $12M | $-11M | $-4M | $-7M | $-3M | $-5M | $3M | $1M | $4M | $-6M | $13M | $-12M | $0 | $-16M | $3M | |
| Pretax Income | $233M | $156M | $70M | $502M | $183M | $136M | $75M | $487M | $216M | $131M | $43M | $362M | $191M | $156M | $-27M | $479M | |
| Income Tax | $16M | $3M | $-16M | $26M | $10M | $10M | $-5M | $20M | $7M | $7M | $-16M | $9M | $11M | $12M | $-36M | $50M | |
| Net Income | $215M | $152M | $84M | $475M | $171M | $125M | $78M | $466M | $207M | $123M | $58M | $352M | $179M | $143M | $8M | $428M | |
| EPS (Basic) | $0.93 | $0.66 | $0.37 | $2.06 | $0.74 | $0.54 | $0.34 | $2.02 | $0.90 | $0.53 | $0.25 | $1.53 | $0.78 | $0.62 | $0.03 | $1.86 | |
| EPS (Diluted) | $0.91 | $0.64 | $0.35 | $2.03 | $0.74 | $0.54 | $0.34 | $2.02 | $0.90 | $0.53 | $0.24 | $1.53 | $0.78 | $0.62 | $0.04 | $1.86 | |
| Shares (Basic) | 230,900,000 | 230,700,000 | -460,800,000 | 230,500,000 | 230,400,000 | 230,400,000 | -460,500,000 | 230,300,000 | 230,300,000 | 230,200,000 | -460,200,000 | 230,100,000 | 230,100,000 | 230,000,000 | -459,700,000 | 229,900,000 | |
| Shares (Diluted) | 236,500,000 | 235,600,000 | -465,300,000 | 234,100,000 | 232,700,000 | 232,100,000 | -460,900,000 | 230,600,000 | 230,500,000 | 230,400,000 | -460,800,000 | 230,500,000 | 230,500,000 | 230,300,000 | -460,900,000 | 230,600,000 | |
| EBITDA | $381M | $318M | · | $658M | $344M | $292M | · | $628M | $358M | $260M | · | $486M | $337M | $279M | · | $578M |
Баланс 22
| 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 | $22M | $18M | $20M | $28M | $28M | $35M | $22M | $35M | $26M | $64M | · | $41M | $31M | $28M | · | $25M | |
| Receivables | $401M | $201M | $214M | $338M | $391M | $198M | $245M | $387M | $429M | $175M | · | $330M | $321M | $207M | · | $384M | |
| Prepaid Expense | $78M | $79M | $78M | $65M | $62M | $73M | $66M | $63M | $73M | $62M | · | $52M | $58M | $41M | · | $48M | |
| Other Current Assets | $94M | $64M | $47M | $61M | $44M | $55M | $45M | $60M | $48M | $32M | · | $38M | $41M | $47M | · | $66M | |
| Current Assets | $2.07B | $1.88B | $1.82B | $1.92B | $1.87B | $1.83B | $1.84B | $1.99B | $1.96B | $1.83B | · | $1.90B | $1.84B | $1.80B | · | $1.91B | |
| PP&E (Net) | $27.41B | $26.80B | $26.30B | $25.70B | $25.41B | $25.08B | $24.93B | $24.61B | $24.30B | $23.95B | · | $23.14B | $22.84B | $22.33B | · | $21.69B | |
| Goodwill | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | $2.34B | · | $2.34B | $2.34B | $2.34B | · | $2.34B | |
| Other Non-current Assets | $506M | $553M | $592M | $633M | $562M | $585M | $576M | $559M | $558M | $583M | · | $550M | $535M | $554M | · | $570M | |
| Total Assets | $35.35B | $34.48B | $33.95B | $33.44B | $32.91B | $32.45B | $32.28B | $32.15B | $31.83B | $31.26B | · | $30.62B | $30.28B | $29.69B | · | $29.25B | |
| Accounts Payable | $530M | $432M | $654M | $345M | $388M | $368M | $614M | $366M | $374M | $357M | · | $418M | $370M | $366M | · | $398M | |
| Short-term Debt | · | $1.96B | $1.39B | $1.23B | $1.42B | $944M | $1.21B | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $5.75B | $4.22B | $3.70B | $3.73B | $3.71B | $3.31B | $3.66B | $3.61B | $3.31B | $3.19B | · | $4.81B | $3.95B | $3.47B | · | $3.67B | |
| Capital Leases | · | · | $45M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $1.98B | $2.00B | $2.02B | $2.03B | $1.99B | $2.01B | $2.04B | $2.21B | $2.15B | $2.12B | · | $2.10B | $2.05B | $2.03B | · | $1.98B | |
| Other Non-current Liabilities | $384M | $359M | $358M | $333M | $308M | $304M | $311M | $293M | $296M | $291M | · | $280M | $293M | $291M | · | $304M | |
| Long-term Debt | $13.81B | $13.51B | $13.41B | $13.06B | $13.05B | $13.06B | $12.46B | $11.98B | $12.77B | $12.47B | · | $10.19B | $10.19B | $10.24B | · | $9.55B | |
| Total Debt | $13.81B | $15.47B | · | $14.29B | $14.47B | $14.00B | · | $11.98B | $12.77B | $12.47B | · | $10.19B | $10.19B | $10.24B | · | $9.55B | |
| Common Stock | $7.23B | $7.22B | $7.27B | $7.27B | $7.26B | $7.25B | $7.25B | $7.24B | $7.24B | $7.24B | · | $7.23B | $7.23B | $7.22B | · | $7.22B | |
| Retained Earnings | $3.01B | $2.96B | $2.97B | $3.04B | $2.72B | $2.70B | $2.73B | $2.81B | $2.49B | $2.43B | · | $2.55B | $2.34B | $2.30B | · | $2.43B | |
| AOCI | $-15M | $-17M | $-18M | $-20M | $-21M | $-22M | $-24M | $-26M | $-27M | $-28M | · | $-30M | $-32M | $-33M | · | $-40M | |
| Stockholders' Equity | $10.22B | $10.16B | $10.22B | $10.29B | $9.96B | $9.93B | $9.96B | $10.03B | $9.70B | $9.64B | · | $9.75B | $9.53B | $9.49B | · | $9.61B | |
| Liabilities + Equity | $35.35B | $34.48B | $33.95B | $33.44B | $32.91B | $32.45B | $32.28B | $32.15B | $31.83B | $31.26B | · | $30.62B | $30.28B | $29.69B | · | $29.25B |
Грошовий потік 16
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $304M | $305M | $296M | $290M | $288M | $288M | $276M | $282M | $280M | $276M | $270M | $273M | $269M | $263M | $235M | $233M | |
| Stock-based Comp | $8M | $6M | $4M | $5M | $7M | $4M | $4M | $3M | $4M | $4M | $4M | $2M | $7M | $5M | $4M | $4M | |
| Deferred Tax | · | · | · | · | · | · | $-31M | $40M | $-700.0K | $-9M | $-36M | $20M | $-100.0K | $4M | $-43M | $49M | |
| Operating Cash Flow | $349M | $362M | $334M | $938M | $324M | $450M | $396M | $953M | $318M | $317M | $428M | $836M | $352M | $363M | $324M | $889M | |
| CapEx | $960M | $852M | $864M | $712M | $627M | $593M | $514M | $526M | $678M | $619M | $676M | $554M | $576M | $528M | $552M | $498M | |
| Investing Cash Flow | $-872M | $-757M | $-668M | $-667M | $-636M | $-599M | $-472M | $-520M | $-687M | $-583M | $-680M | $-484M | $-810M | $-497M | $-527M | $-496M | |
| Debt Issued | $376M | $348M | $675M | $419M | $-800.0K | $594M | $494M | $-1M | $595M | $326M | $1.75B | $-200.0K | $297M | $394M | $321M | $0 | |
| Net Debt Issued | · | $38M | · | · | · | $594M | · | · | · | $326M | · | · | · | $94M | · | · | |
| Stock Issued | $300.0K | $400.0K | $300.0K | $400.0K | $400.0K | $0 | $0 | $0 | · | · | · | · | · | · | · | $0 | |
| Net Stock Activity | · | $400.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $158M | $158M | $157M | $151M | $151M | $154M | $154M | $148M | $148M | $148M | $148M | $141M | $141M | $141M | $141M | $131M | |
| Financing Cash Flow | $517M | $401M | $318M | $-262M | $295M | $172M | $49M | $-412M | $340M | $304M | $238M | $-342M | $461M | $137M | $203M | $-390M | |
| Net Change in Cash | $-6M | $7M | $-17M | $9M | $-17M | $22M | $-27M | $21M | $-30M | $38M | $-13M | $10M | $3M | $3M | $500.0K | $2M | |
| Taxes Paid | $300.0K | $0 | $-100.0K | $2M | $300.0K | $4M | $20M | $10M | $8M | $-200.0K | $15M | $12M | $7M | $-500.0K | $14M | $7M | |
| Free Cash Flow | · | $-489M | · | · | · | $-143M | · | · | · | $-301M | · | · | · | $-165M | · | · | |
| Levered FCF | · | $-660M | · | · | · | $-285M | · | · | · | $-427M | · | · | · | $-278M | · | · |
Прибутковість 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 25.4% | 22.1% | · | 36.4% | 23.9% | 21.2% | · | 34.6% | 24.7% | 19.6% | · | 29.1% | 24.9% | 21.5% | · | 30.3% | |
| Net Margin | 14.3% | 10.5% | · | 26.2% | 11.9% | 9.1% | · | 25.7% | 14.3% | 9.2% | · | 21.1% | 13.2% | 11.0% | · | 22.4% | |
| Pretax Margin | 15.5% | 10.8% | · | 27.7% | 12.7% | 9.9% | · | 26.9% | 14.9% | 9.9% | · | 21.7% | 14.1% | 12.0% | · | 25.1% | |
| EBITDA Margin | 25.4% | 22.1% | · | 36.4% | 23.9% | 21.2% | · | 34.6% | 24.7% | 19.6% | · | 29.1% | 24.9% | 21.5% | · | 30.3% | |
| ROA | 0.63% | 0.45% | · | 1.5% | 0.53% | 0.39% | · | 1.5% | 0.67% | 0.40% | · | 1.2% | 0.60% | 0.49% | · | 1.5% | |
| ROE | 2.1% | 1.5% | · | 4.7% | 1.7% | 1.3% | · | 4.7% | 2.1% | 1.3% | · | 3.6% | 1.9% | 1.5% | · | 4.5% | |
| ROIC | 1.5% | 1.2% | · | 2.5% | 1.3% | 1.1% | · | 2.7% | 1.5% | 1.1% | · | 2.4% | 1.6% | 1.3% | · | 2.7% |
Ліквідність та платоспроможність 5
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Quick Ratio | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Debt / Equity | 1.4 | 1.5 | · | 1.4 | 1.5 | 1.4 | · | 1.2 | 1.3 | 1.3 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | |
| LT Debt / Equity | 1.2 | 1.3 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | |
| Interest Coverage | 2.3 | 1.8 | · | 4.3 | 2.2 | 1.9 | · | 4.4 | 2.5 | 2.0 | · | 3.6 | 2.5 | 2.3 | · | 5.7 |
Ефективність 2
| 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 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | 0.1 | |
| Receivables Turnover | 3.8 | 7.2 | · | 5.0 | 3.5 | 7.4 | · | 5.1 | 3.9 | 7.0 | · | 4.7 | 3.8 | 6.6 | · | 5.3 |
Оцінка (TTM) 5
| 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 | $6.19B | $6.07B | · | $6.43B | $6.07B | $5.96B | · | $6.26B | $5.80B | $5.65B | · | $6.23B | $6.01B | $5.88B | · | $6.20B | |
| Net Income TTM | $1.01B | $923M | · | $1.24B | $969M | $920M | · | $1.15B | $860M | $796M | · | $1.10B | $944M | $888M | · | $1.19B | |
| P/E | 20.0 | 20.7 | · | 14.3 | 16.4 | 17.3 | · | 12.5 | 14.2 | 15.4 | · | 10.6 | 14.2 | 15.9 | · | 11.5 | |
| Earnings Yield | 5.0% | 4.8% | · | 7.0% | 6.1% | 5.8% | · | 8.0% | 7.1% | 6.5% | · | 9.4% | 7.0% | 6.3% | · | 8.7% | |
| Payout Ratio | · | 104.0% | · | · | · | 122.9% | · | · | · | 120.4% | · | · | · | 98.7% | · | · |
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 | $5.96B | $5.85B | $5.51B | $5.86B | $5.59B |
| Операційна маржа % | 25.7% | 25.1% | 23.3% | 21.6% | 24.2% |
| Чистий прибуток | $856M | $874M | $731M | $753M | $880M |
| Розбавлений EPS | $3.66 | $3.79 | $3.17 | $3.27 | $3.83 |
Баланс
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Борг / Власний капітал | 1.4 | 1.4 | 1.2 | 1.1 | 1.0 |
| Поточний коефіцієнт | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 |
| Коефіцієнт швидкої ліквідності | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Грошовий потік
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Вільний грошовий потік | $-752M | $-353M | $-354M | $-365M | $-621M |
Останні новини Останні заголовки, що згадують цю компанію
Торгові сигнали Останні сигнали купівлі/продажу із зазначенням ціни входу та коефіцієнта ризику/прибутку
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) 1 003 подавачі звітності · $10.5B 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 |
|---|---|---|---|---|
| 93 (-24 проти попереднього кв.) | 59 (-26 проти попереднього кв.) | 374 (+40 проти попереднього кв.) | 265 (-8 проти попереднього кв.) | +434K |
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 |
|---|---|---|---|---|
| STATE STREET CORP | $1 457 917 575 | 16 868 189 | 13,82% | Акції |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 266 810 474 | 14 657 069 | 12,01% | Акції |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $979 174 027 | 11 329 099 | 9,28% | Акції |
| GEODE CAPITAL MANAGEMENT, LLC | $507 467 923 | 5 895 594 | 4,81% | Акції |
| FMR LLC | $422 890 170 | 4 892 863 | 4,01% | Акції |
| Bluescape Energy Partners LLC | $229 685 391 | 2 657 473 | 2,18% | Акції |
| AMERICAN CENTURY COMPANIES INC | $224 069 390 | 2 592 493 | 2,12% | Акції |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $194 360 845 | 2 248 766 | 1,84% | Акції |
| Magellan Asset Management Ltd | $187 857 420 | 2 173 521 | 1,78% | Акції |
| CITADEL ADVISORS LLC | $173 467 344 | 2 007 027 | 1,64% | Акції |
| BANK OF AMERICA CORP /DE/ | $128 070 678 | 1 481 785 | 1,21% | Акції |
| GOLDMAN SACHS GROUP INC | $119 712 292 | 1 385 078 | 1,13% | Акції |
| VICTORY CAPITAL MANAGEMENT INC | $118 485 850 | 1 370 888 | 1,12% | Акції |
| VANGUARD FIDUCIARY TRUST CO | $111 071 020 | 1 285 098 | 1,05% | Акції |
| ENVESTNET ASSET MANAGEMENT INC | $106 705 876 | 1 234 593 | 1,01% | Акції |
| TRUIST FINANCIAL CORP | $106 030 048 | 1 226 774 | 1,01% | Акції |
| BNP PARIBAS FINANCIAL MARKETS | $102 443 059 | 1 185 272 | 0,97% | Акції |
| DIMENSIONAL FUND ADVISORS LP | $97 898 363 | 1 132 690 | 0,93% | Акції |
| Empower Advisory Group, LLC | $93 520 760 | 1 082 040 | 0,89% | Акції |
| GABELLI FUNDS LLC | $87 918 584 | 1 017 223 | 0,83% | Акції |
| Energy Income Partners, LLC | $87 476 494 | 1 012 108 | 0,83% | Акції |
| ANTIPODES PARTNERS Ltd | $84 024 653 | 972 170 | 0,80% | Акції |
| JENNISON ASSOCIATES LLC | $83 078 936 | 961 228 | 0,79% | Акції |
| ExodusPoint Capital Management, LP | $70 174 332 | 811 921 | 0,67% | Акції |
| BlackRock, Inc. | $67 436 662 | 780 246 | 0,64% | Акції |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $65 767 871 | 760 938 | 0,62% | Акції |
| Gotham Asset Management, LLC | $64 935 291 | 751 305 | 0,62% | Акції |
| JONES FINANCIAL COMPANIES LLLP | $64 404 989 | 738 505 | 0,61% | Акції |
| MILLENNIUM MANAGEMENT LLC | $63 929 419 | 739 667 | 0,61% | Акції |
| Maple-Brown Abbott Ltd | $63 443 503 | 920 064 | 0,60% | Акції |
| Quantinno Capital Management LP | $57 877 865 | 669 650 | 0,55% | Акції |
| RNC CAPITAL MANAGEMENT LLC | $57 004 713 | 659 548 | 0,54% | Акції |
| Balyasny Asset Management L.P. | $56 391 772 | 652 456 | 0,53% | Акції |
| Swiss National Bank | $56 138 532 | 649 526 | 0,53% | Акції |
| BARCLAYS PLC | $55 538 190 | 642 580 | 0,53% | Акції |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54 306 994 | 628 335 | 0,51% | Акції |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $53 089 973 | 614 254 | 0,50% | Акції |
| Nuveen, LLC | $49 046 346 | 567 469 | 0,46% | Акції |
| Mitsubishi UFJ Asset Management Co., Ltd. | $47 768 737 | 552 687 | 0,45% | Акції |
| CRAMER ROSENTHAL MCGLYNN LLC | $45 132 104 | 522 181 | 0,43% | Акції |
| Sumitomo Mitsui Trust Group, Inc. | $45 114 991 | 521 983 | 0,43% | Акції |
| Allianz Asset Management GmbH | $45 031 240 | 521 014 | 0,43% | Акції |
| Vanguard Global Advisers, LLC | $42 921 397 | 496 603 | 0,41% | Акції |
| California Public Employees Retirement System | $40 745 263 | 471 425 | 0,39% | Акції |
| Point72 Asset Management, L.P. | $40 181 998 | 464 908 | 0,38% | Акції |
| VANGUARD ASSET MANAGEMENT, Ltd | $39 731 785 | 459 699 | 0,38% | Акції |
| Verition Fund Management LLC | $38 953 915 | 450 699 | 0,37% | Акції |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $37 599 211 | 435 025 | 0,36% | Акції |
| JANE STREET GROUP, LLC | $37 249 861 | 430 983 | 0,35% | Акції |
| CIBC Private Wealth Group LLC | $36 617 682 | 481 685 | 0,35% | Акції |
| Focus Partners Wealth | $35 685 882 | 412 886 | 0,34% | Акції |
| Hudson Bay Capital Management LP | $34 612 363 | 400 467 | 0,33% | Акції |
| RHUMBLINE ADVISERS | $34 297 324 | 396 823 | 0,33% | Акції |
| HITE Hedge Asset Management LLC | $34 011 415 | 393 514 | 0,32% | Акції |
| CRAWFORD INVESTMENT COUNSEL INC | $33 852 558 | 391 676 | 0,32% | Акції |
| GW HENSSLER & ASSOCIATES LTD | $31 338 288 | 382 547 | 0,30% | Акції |
| ALPS ADVISORS INC | $30 447 215 | 352 276 | 0,29% | Акції |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $30 032 869 | 347 482 | 0,28% | Акції |
| Legal & General Group Plc | $29 398 475 | 340 142 | 0,28% | Акції |
| MERCER GLOBAL ADVISORS INC /ADV | $26 765 955 | 309 684 | 0,25% | Акції |
| JANE STREET GROUP, LLC | $26 568 582 | 307 400 | 0,25% | Опціон пут |
| MORGAN STANLEY | $25 686 471 | 297 193 | 0,24% | Акції |
| Cullen/Frost Bankers, Inc. | $25 319 182 | 292 945 | 0,24% | Акції |
| GAMCO INVESTORS, INC. ET AL | $24 448 108 | 282 866 | 0,23% | Акції |
| CWM, LLC | $22 938 156 | 280 007 | 0,22% | Акції |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $22 459 843 | 274 168 | 0,21% | Акції |
| ALLIANCEBERNSTEIN L.P. | $21 587 067 | 263 514 | 0,20% | Акції |
| Investment Management Corp of Ontario | $20 387 108 | 235 880 | 0,19% | Акції |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20 220 000 | 233 952 | 0,19% | Акції |
| Vanguard Investments Australia, Ltd. | $19 758 330 | 228 605 | 0,19% | Акції |
| PNC Financial Services Group, Inc. | $19 568 876 | 226 413 | 0,19% | Акції |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $18 798 006 | 217 494 | 0,18% | Акції |
| LPL Financial LLC | $18 395 862 | 212 841 | 0,17% | Акції |
| Lighthouse Investment Partners, LLC | $18 263 697 | 211 312 | 0,17% | Акції |
| Susquehanna Portfolio Strategies, LLC | $18 119 272 | 209 641 | 0,17% | Акції |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $17 222 861 | 210 240 | 0,16% | Акції |
| OPPENHEIMER ASSET MANAGEMENT INC. | $17 196 113 | 198 960 | 0,16% | Акції |
| Sonora Investment Management Group, LLC | $17 022 717 | 223 924 | 0,16% | Акції |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $16 450 135 | 190 329 | 0,16% | Акції |
| FIRST CITIZENS BANK & TRUST CO | $16 211 502 | 187 568 | 0,15% | Акції |
| RAYMOND JAMES FINANCIAL INC | $15 774 280 | 182 509 | 0,15% | Акції |
| Envestnet Portfolio Solutions, Inc. | $15 766 832 | 182 423 | 0,15% | Акції |
| VANGUARD GROUP INC | $15 533 592 | 214 286 | 0,15% | Акції |
| PICTON MAHONEY ASSET MANAGEMENT | $15 152 825 | 175 319 | 0,14% | Акції |
| FRANKLIN RESOURCES INC | $15 120 583 | 174 946 | 0,14% | Акції |
| Bridgewater Associates, LP | $14 525 339 | 168 059 | 0,14% | Акції |
| BANK OF MONTREAL /CAN/ | $14 118 513 | 163 352 | 0,13% | Акції |
| Squarepoint Ops LLC | $14 032 861 | 162 361 | 0,13% | Акції |
| MACQUARIE GROUP LTD | $14 007 364 | 162 066 | 0,13% | Акції |
| Edgestream Partners, L.P. | $13 435 976 | 155 455 | 0,13% | Акції |
| Wealthfront Advisers LLC | $13 406 676 | 155 116 | 0,13% | Акції |
| QRG CAPITAL MANAGEMENT, INC. | $13 245 403 | 153 250 | 0,13% | Акції |
| ROYAL BANK OF CANADA | $13 204 000 | 152 774 | 0,13% | Акції |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13 203 210 | 161 172 | 0,13% | Акції |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $13 171 673 | 152 397 | 0,12% | Акції |
| Sagefield Capital LP | $13 095 874 | 151 520 | 0,12% | Акції |
| Nuveen Asset Management, LLC | $13 025 703 | 211 628 | 0,12% | Акції |
| Savant Capital, LLC | $12 972 406 | 154 504 | 0,12% | Акції |
| CANADA PENSION PLAN INVESTMENT BOARD | $12 791 467 | 147 998 | 0,12% | Акції |
| Leeward Investments, LLC - MA | $12 326 072 | 142 613 | 0,12% | Акції |
Інсайдери компанії 36 інсайдерів · 15 керівники · 23 директори
| Інсайдер | Роль | Остання активність | Кількість акцій у власності | Купівлі за 12 міс. | Продажі за 12 міс. | Нетто 12 міс |
|---|---|---|---|---|---|---|
| David A Campbell | President and CEO | 01 березня 2025 р. A | 108 960 | 0 | 0 | $0 |
| Terry D Bassham | PRESIDENT AND CEO | 19 червня 2020 р. M | 203 612 | 0 | 0 | $0 |
| William Bryan Buckler | EVP - Chief Financial Officer | 01 березня 2025 р. A | — | 0 | 0 | $0 |
| Geoffrey T Ley | VP, ACTING CFO, TREASURER | 21 червня 2024 р. A | — | 0 | 0 | $0 |
| Kirkland B Andrews | EVP - Chief Financial Officer | 02 березня 2024 р. M | 67 494 | 0 | 0 | $0 |
| Charles A. Caisley | EVP & CHIEF CUST OFFCR | 15 червня 2026 р. S | 37 789 | 0 | 1 | $-900 283 |
| Matthew B Gummig | VICE PRESIDENT & CAO | 01 травня 2025 р. A | — | 0 | 0 | $0 |
| Lesley Lissette Elwell | SVP & CHIEF PEOPLE OFFICER | 01 березня 2025 р. A | 8 409 | 0 | 0 | $0 |
| Charles L King | SVP & CHIEF TECHNOLOGY OFFICER | 01 березня 2025 р. A | 16 193 | 0 | 0 | $0 |
| Heather A Humphrey | SVP - GEN COUNSEL, CORP SEC | 01 березня 2025 р. A | 39 788 | 0 | 0 | $0 |
| Kevin E. Bryant | EVP - CORPORATE INITIATIVES | 13 листопада 2024 р. S | 1 | 0 | 0 | $0 |
| Steven P Busser | VP & CHIEF ACCOUNTING OFFICER | 02 березня 2024 р. M | 21 508 | 0 | 0 | $0 |
| Greg A Greenwood | EVP & CHIEF STRATEGY OFFICER | 01 березня 2022 р. A | 39 194 | 0 | 0 | $0 |
| Anthony D Somma | EVP/Principal Financial Ofcr | 03 березня 2021 р. G | 12 339 | 0 | 0 | $0 |
| Jerl L. Banning | SVP - CHIEF PEOPLE OFFICER | 02 березня 2021 р. A | 32 131 | 0 | 0 | $0 |
| Jonathan D Rolph | Директор | 01 липня 2026 р. A | — | 0 | 0 | $0 |
| C. John Wilder, Jr. | Директор | 01 липня 2026 р. A | 2 657 473 | 0 | 0 | $0 |
| Sandra Aj Lawrence | Директор | 02 червня 2026 р. S | 480 | 0 | 2 | $-112 248 |
| Dean A Newton | Директор | 07 травня 2025 р. A | 2 311 | 0 | 0 | $0 |
| Neal A Sharma | Директор | 07 травня 2025 р. A | 5 203 | 0 | 0 | $0 |
| Sandra J Price | Директор | 07 травня 2025 р. A | — | 0 | 0 | $0 |
| Mary L. Landrieu | Директор | 07 травня 2025 р. A | 9 368 | 0 | 0 | $0 |
| Ann D. Murtlow | Директор | 07 травня 2025 р. A | 5 158 | 0 | 0 | $0 |
| Paul Keglevic | Директор | 07 травня 2025 р. A | — | 0 | 0 | $0 |
| James Scarola | Директор | 07 травня 2025 р. A | 9 833 | 0 | 0 | $0 |
| Anthony B Isaac | Директор | 07 травня 2025 р. A | 56 247 | 0 | 0 | $0 |
| Mark A Ruelle | Директор | 02 жовтня 2023 р. A | 80 581 | 0 | 0 | $0 |
| Thomas D Hyde | Директор | 02 жовтня 2023 р. A | 3 173 | 0 | 0 | $0 |
| Carl S Soderstrom JR | Директор | 04 травня 2022 р. A | 21 788 | 0 | 0 | $0 |
| Mollie H Carter | Директор | 03 січня 2022 р. A | — | 0 | 0 | $0 |
| John A Stall | Директор | 03 січня 2022 р. A | 7 736 | 0 | 0 | $0 |
| Richard L Hawley | Директор | 04 січня 2021 р. A | 20 713 | 0 | 0 | $0 |
| Scott D. Grimes | Директор | 01 квітня 2020 р. A | 788 | 0 | 0 | $0 |
| John J Sherman | Директор | 02 січня 2020 р. A | 42 191 | 0 | 0 | $0 |
| Gary D Forsee | Директор | 02 січня 2020 р. A | 3 333 | 0 | 0 | $0 |
| Charles Q Chandler IV | Директор | 02 січня 2020 р. A | 5 767 | 0 | 0 | $0 |
Інсайдери згідно з формами SEC 3/4/5; чистий результат = лише відкритий ринок купівлі/продажу
Присутність в ETF Належить 177 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 |
|---|---|---|---|---|
| PUI · Invesco Exchange-Traded Fund Trust | 3,84% | 24 932 SH | 19 серпня 2026 р. | Щоденно |
| FXU · First Trust Exchange-Traded AlphaDE… | 3,36% | 363 959 NS | 30 квітня 2026 р. | N-PORT |
| RSPU · Invesco Exchange-Traded Fund Trust | 3,27% | 208 795 SH | 19 серпня 2026 р. | Щоденно |
| GEND · Spinnaker ETF Series | 3,06% | 1 653 NS | 30 квітня 2026 р. | N-PORT |
| FDV · Federated Hermes ETF Trust | 2,45% | 222 071 NS | 30 квітня 2026 р. | N-PORT |
| FPWR · First Trust Exchange-Traded Fund IV | 2,40% | 7 766 NS | 30 квітня 2026 р. | N-PORT |
| PAYR · Federated Hermes ETF Trust | 2,16% | 9 549 NS | 30 квітня 2026 р. | N-PORT |
| ZAP · Global X Funds | 1,98% | 108 967 NS | 30 квітня 2026 р. | N-PORT |
| SDOG · ALPS ETF Trust | 1,87% | 315 930 NS | 31 травня 2026 р. | N-PORT |
| EMLP · First Trust Exchange-Traded Fund IV | 1,61% | 791 554 NS | 30 квітня 2026 р. | N-PORT |
| GINX · RBB Fund, Inc. | 1,60% | 18 615 NS | 31 травня 2026 р. | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trust … | 1,37% | 557 641 SH | 19 серпня 2026 р. | Щоденно |
| ALTL · Pacer Funds Trust | 1,32% | 15 303 NS | 30 квітня 2026 р. | N-PORT |
| VPU · VANGUARD WORLD FUND | 1,27% | 1 576 530 SH | 19 серпня 2026 р. | Щоденно |
| TCAI · Tortoise Capital Series Trust | 1,27% | 33 523 NS | 31 травня 2026 р. | N-PORT |
| EIPX · First Trust Exchange-Traded Fund IV | 1,25% | 80 150 NS | 30 квітня 2026 р. | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1,20% | 1 017 453 SH | 19 серпня 2026 р. | Щоденно |
| IDU · iShares Trust | 1,19% | 193 291 SH | 19 серпня 2026 р. | Щоденно |
| FUTY · FIDELITY COVINGTON TRUST | 1,19% | 352 719 NS | 30 квітня 2026 р. | N-PORT |
| IQRA · New York Life Investments Active ET… | 1,03% | 862 NS | 30 квітня 2026 р. | N-PORT |
| UPW · ProShares Trust | 1,02% | 2 394 NS | 31 травня 2026 р. | N-PORT |
| TIME · Tidal Trust II | 0,97% | 1 700 NS | 31 травня 2026 р. | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,94% | 133 584 SH | 19 серпня 2026 р. | Щоденно |
| JXI · iShares Trust | 0,86% | 31 746 SH | 19 серпня 2026 р. | Щоденно |
| UTSL · Direxion Shares ETF Trust | 0,81% | 4 272 NS | 30 квітня 2026 р. | N-PORT |
| EIPI · First Trust Exchange-Traded Fund VI… | 0,79% | 100 789 NS | 31 травня 2026 р. | N-PORT |
| POWR · iShares, Inc. | 0,74% | 41 121 SH | 19 серпня 2026 р. | Щоденно |
| SPVM · Invesco Exchange-Traded Fund Trust | 0,73% | 12 014 SH | 19 серпня 2026 р. | Щоденно |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,70% | 110 536 NS | 30 квітня 2026 р. | N-PORT |
| HUSV · First Trust Exchange-Traded Fund III | 0,70% | 6 147 NS | 30 квітня 2026 р. | N-PORT |
| QLV · FlexShares Trust | 0,56% | 11 466 NS | 30 квітня 2026 р. | N-PORT |
| AIPO · Tidal Trust II | 0,54% | 49 457 NS | 31 травня 2026 р. | N-PORT |
| SGLC · RBB Fund, Inc. | 0,53% | 12 493 NS | 31 травня 2026 р. | N-PORT |
| QDEF · FlexShares Trust | 0,52% | 33 366 NS | 30 квітня 2026 р. | N-PORT |
| QDF · FlexShares Trust | 0,52% | 133 650 NS | 30 квітня 2026 р. | N-PORT |
| QLC · FlexShares Trust | 0,50% | 54 600 NS | 30 квітня 2026 р. | N-PORT |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,43% | 9 840 NS | 31 травня 2026 р. | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,40% | 3 177 403 SH | 19 серпня 2026 р. | Щоденно |
| AFLG · First Trust Exchange-Traded Fund VI… | 0,39% | 31 013 NS | 31 травня 2026 р. | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,38% | 20 405 NS | 30 квітня 2026 р. | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,38% | 19 994 NS | 30 квітня 2026 р. | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,35% | 622 511 NS | 31 травня 2026 р. | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,35% | 5 830 NS | 30 квітня 2026 р. | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,33% | 59 985 NS | 30 квітня 2026 р. | N-PORT |
| DEUS · DBX ETF Trust | 0,30% | 9 975 NS | 29 травня 2026 р. | N-PORT |
| HDV · iShares Trust | 0,28% | 515 383 SH | 19 серпня 2026 р. | Щоденно |
| IMCV · iShares Trust | 0,26% | 37 305 SH | 19 серпня 2026 р. | Щоденно |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,25% | 7 348 000 | 19 серпня 2026 р. | Щоденно |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 20 779 NS | 30 квітня 2026 р. | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 60 916 NS | 30 квітня 2026 р. | N-PORT |