EXPO Exponent, Inc. - Common Stock

NASDAQ · Professional Services · 在 SEC EDGAR 上查看 ↗
$69.99
价格 · 八月 19, 2026
截至...的财报数据 八月 7, 2026

关于 Exponent, Inc. - Common Stock 公司概况(来自维基百科)

Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.

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Exponent, Inc. is an American engineering and scientific consulting firm. Exponent has a team of scientists, physicians, engineers, and business consultants which performs research and analysis in more than 90 technical disciplines. The company operates 20 offices in the United States and five offices overseas.

History

Founding and leadership

Failure Analysis Associates (FaAA) was founded in April 1967 by then Stanford University professor Alan Stephen Tetelman along with his colleagues Bernard Ross, Marsh Pound, John Shyne and Sathya V. Hanagud with $500 in capital.

At the time of FaAA's founding, Ross was also an engineering program manager at SRI International (then the Stanford Research Institute) (1965–1970). While en route to the site of a Navy jet crash investigation, Tetelman was killed on September 25, 1978, in the PSA Flight 182 air crash over San Diego between a PSA jet liner and a private Cessna airplane that claimed the lives of 144 people. He was forty-two years old.

Ross assumed the presidency of Failure Analysis Associates after the accident. Ross and the late Tetelman were featured in a documentary film about the company titled "What Went Wrong" made by the United States Information Service and distributed worldwide. Tetelman was a world-renowned expert in fracture mechanics and co-authored a textbook titled "The Principles of Engineering Materials" with Craig R. Barrett (former CEO of Intel) and Stanford professor, William D. Nix, published by Prentice-Hall in 1973.

In 1982, Roger McCarthy assumed the leadership of FaAA, becoming chief executive officer in 1982 until 1996, and chairman of the board in 1986 until 2005. McCarthy joined FaAA in 1978 and became a director and vice-president in 1980.

In 2004, McCarthy was elected to the National Academy of Engineering.

Michael R. Gaulke served as the chief executive officer of Exponent Inc. from June 1996 to May 28, 2009. He is currently chairman of the board of directors. Mr. Gaulke served as president of Exponent Inc. from March 1993 to May 22, 2007. Mr. Gaulke first joined Exponent Inc. in September 1992 and served as its executive vice president and chief financial officer.

In 2008, Oregon State University inducted Mr. Gaulke into its Engineering Hall of Fame.

Paul R. Johnston was the chief executive officer at Exponent Inc. from May 28, 2009 – May 31, 2018. Johnston was president of Exponent Inc. from May 2007 until July 2016. Johnston joined Exponent in 1981 and served as its Principal Engineer since 1987 and vice president since 1996. Johnston has co-authored a book titled "Structural Dynamics by Finite Elements" published by Prentice-Hall in 1987. On May 31, 2018, Johnston stepped down from the position of chief executive officer to be an executive chairman.

Catherine F. Corrigan was named president of Exponent, Inc. on July 29, 2016. Corrigan joined Exponent's Philadelphia office in 1996, was promoted to principal in 2002 and to corporate vice president in 2005. Corrigan was promoted to group vice president to lead the Transportation Group and joined the company's operating committee in 2012.

On May 31, 2018, Corrigan was appointed to chief executive officer.

Incorporation

Failure Analysis Associates was founded as a partnership, incorporated in 1968 in California and reincorporated in Delaware as Failure Analysis Associates, Inc. in 1988.

In 1989, McCarthy reincorporated Failure Analysis Associates, Inc. in Delaware under a holding company, The Failure Group, Inc. and took The Failure Group, Inc. public in 1990. The company changed its name to Exponent, Inc. in 1998.

Company activities

Exponent has been involved in the investigations of many well known incidents including the now debunked report aired on Dateline in 1993 about fires and explosions involving sidesaddle fuel tanks on Chevrolet C/K trucks, the disputed Consumer Reports finding on Suzuki roll-over safety, the 2009–2010 Toyota vehicle recalls, the crash of American Airlines Flight 587 among many other aviation accidents, and the Exxon Valdez oil spill. The Federal Emergency Management Agency also hired Exponent to examine the Oklahoma City bombing damage aftermath, specifically the damage to the Alfred P. Murrah Federal Building. NASA hired Exponent in 1986 to determine the causes of the Space Shuttle Challenger disaster.

In 2003, Exponent was hired by the U.S. government to investigate the Space Shuttle Columbia disaster. In 2017, Samsung hired Exponent to determine cause of thermal runaway of the Note 7 Phone batteries.

Exponent has ISO 9001 accreditation, indicating independently audited and certified quality management practices. The company also is certified for battery, energy storage and compliance testing.

Neutrality

Exponent has been criticized for the quality and neutrality of their reports pertaining to various controversial topics. Common points of critique include corporate denialism and the disproportionate production of favorable reports for industrial clients. Examples include a 2001 report suggesting that dioxins do not cause cancer.

According to the Los Angeles Times, "Exponent's research has come under fire from critics, including engineers, attorneys and academics who say the company tends to deliver to clients the reports they need to mount a public defense." Exponent's executive chairman responded that such criticism is a "cheap shot", responding "Do we tell our clients a lot of what they don't want to hear? Absolutely." In 2009, the Amazon Defense Coalition criticized an Exponent study commissioned by the energy company Chevron which suggested that exposure to oil waste increase cancer risks. Chevron's largest shareholder at the time was a director on Exponent's board. The firm was also criticized for assisting industry efforts to reduce chromium regulation.

Notable projects

Partial listing of notable projects:

Research areas

Exponent's services are concentrated on multiple practices and centers, including:

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

EXPO 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$69.99
市值
P/E (TTM)
33.9
每股收益 (TTM)
$2.07
营收 (TTM)
$582M
股息收益率
ROE
25.9%
负债/权益
52周区间
$52 – $82

EXPO 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $582M
10-point trend, +84.7%
2016-12-30 2026-01-02
EPS $2.07
10-point trend, +137.9%
2016-12-30 2026-01-02
自由现金流 $122M
8-point trend, +132.8%
2016-12-30 2026-01-02
利润率 18.2%

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
EXPO
同行中位数
P/E (TTM)
5-point trend, -44.8%
33.9
23.3

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
EXPO
同行中位数
Operating Margin (营业利润率)
5-point trend, +0.9%
20.6%
Net Profit Margin (净利润率)
5-point trend, -7.9%
18.2%
5.9%
ROA
5-point trend, -14.6%
13.6%
4.1%
ROE
5-point trend, +11.2%
25.9%
15.1%
ROIC
5-point trend, +14.9%
22.1%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
EXPO
同行中位数
Current Ratio (流动比率)
5-point trend, -18.2%
2.4
2.3
Quick Ratio (速动比率)
5-point trend, -20.1%
2.3

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
EXPO
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +24.8%
4.2%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +24.8%
4.3%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +24.8%
7.8%
EPS YoY
5-point trend, +8.9%
-1.9%
Net Income YoY (净利润同比增长)
5-point trend, +4.7%
-2.8%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
EXPO
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +8.9%
$2.07

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
EXPO
同行中位数
Payout Ratio (派息率)
5-point trend, +42.9%
58.1%

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
派息率
58.1%
5年股息复合年增长率 (CAGR)
除息日金额
2026年6月5日$0.3100
2026年3月6日$0.3100
2025年12月5日$0.3000
2025年9月5日$0.3000
2025年6月6日$0.3000
2025年3月7日$0.3000
2024年12月6日$0.2800
2024年9月6日$0.2800
2024年6月7日$0.2800
2024年3月7日$0.2800
2023年12月7日$0.2600
2023年9月7日$0.2600
2023年6月8日$0.2600
2023年3月9日$0.2600
2022年12月8日$0.2400
2022年9月8日$0.2400
2022年6月9日$0.2400
2022年3月10日$0.2400
2021年12月2日$0.2000
2021年9月9日$0.2000

EXPO 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 10 位分析师
  • 强烈买入 3 30.0%
  • 买入 5 50.0%
  • 持有 2 20.0%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

3 位分析师 · 2026-08-17
中位数目标 $90.00 +28.6%
平均目标 $84.00 +20.0%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
0.02%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $0.60 $0.56 0.04%
2026年3月31日 $0.59 $0.58 0.01%
2025年12月31日 $0.59 $0.58 0.01%
2025年9月30日 $0.55 $0.52 0.03%
2025年6月30日 $0.52 $0.50 0.02%
2025年3月31日 $0.52 $0.49 0.03%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
EXPO 33.9 4.2% 18.2% 25.9%
PSN $3.47B 28.1 -5.7% 3.8% 9.5%
KBR $5.12B 12.6 0.99% 5.3% 28.1% 14.8%
AMTM $6.32B 96.1 71.6% 0.46% 1.5%
FCN $5.27B 20.7 2.4% 7.1% 14.9% 32.1%
CBZ $2.74B 27.6 52.1% 4.2% 12.9%
HURN 29.6 11.7% 6.2% 20.9%
INOD $1.65B 55.4 47.6% 12.8% 37.7% 39.5%
TIC
ICFI $1.56B 17.2 -7.3% 4.9% 9.0%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 13
EXPO 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +91.0% $582M $559M $537M $513M $466M $400M $417M $380M $348M $315M $313M $305M
SG&A Expense 12-point trend, +61.1% $26M $23M $24M $24M $15M $13M $21M $18M $18M $15M $15M $16M
Operating Expenses 12-point trend, +91.7% $462M $439M $425M $372M $357M $317M $332M $288M $276M $253M $244M $241M
Operating Income 12-point trend, +88.5% $120M $120M $111M $141M $109M $83M $85M $91M $72M $62M $69M $64M
Other Non-op 12-point trend, +326.7% $18M $18M $17M $-11M $17M $12M $15M $-890.0K $9M $8.0K $48.0K $4M
Pretax Income 12-point trend, +116.7% $147M $147M $136M $132M $126M $97M $104M $93M $83M $69M $71M $68M
Income Tax 12-point trend, +51.4% $41M $38M $36M $30M $25M $14M $22M $21M $41M $22M $28M $27M
Net Income 12-point trend, +160.5% $106M $109M $100M $102M $101M $83M $82M $72M $41M $47M $44M $41M
EPS (Basic) 12-point trend, +37.7% $2.08 $2.13 $1.96 $1.98 $1.92 $1.58 $1.56 $1.37 $0.78 $0.90 $1.64 $1.51
EPS (Diluted) 12-point trend, +40.8% $2.07 $2.11 $1.94 $1.96 $1.90 $1.55 $1.53 $1.33 $0.77 $0.87 $1.60 $1.47
Shares (Basic) 12-point trend, +89.2% 50,904,000 51,129,000 51,152,000 51,727,000 52,610,000 52,388,000 52,691,000 52,906,000 52,724,000 52,976,000 26,606,000 26,910,000
Shares (Diluted) 12-point trend, +85.2% 51,244,000 51,569,000 51,635,000 52,280,000 53,331,000 53,323,000 53,884,000 54,168,000 53,972,000 54,332,000 27,298,000 27,666,000
EBITDA 10-point trend, +88.5% $120M · · $141M $109M $83M $85M $91M $72M $62M $69M $64M
资产负债表 23
EXPO 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +71.4% $222M $259M $187M $161M $298M $198M $176M $127M $125M $115M $126M $129M
Short-term Investments 7-point trend, +80.6% · · · · · $45M $55M $81M $72M $59M $46M $25M
Receivables 12-point trend, +110.2% $182M $161M $167M $170M $140M $112M $120M $106M $110M $87M $89M $86M
Prepaid Expense 12-point trend, +63.9% $24M $27M $25M $18M $15M $13M $12M $12M $9M $13M $13M $15M
Current Assets 12-point trend, +67.4% $428M $447M $380M $349M $453M $367M $364M $327M $316M $274M $273M $255M
PP&E (Net) 12-point trend, +154.7% $72M $73M $75M $66M $60M $60M $62M $46M $35M $37M $28M $28M
PP&E (Gross) 12-point trend, +102.0% $194M $185M $179M $169M $158M $154M $152M $135M $119M $114M $101M $96M
Accum. Depreciation 12-point trend, +80.1% $122M $112M $104M $103M $98M $94M $90M $89M $84M $78M $72M $68M
Goodwill Flat — no change across 12 periods $9M $9M $9M $9M $9M $9M $9M $9M $9M $9M $9M $9M
Other Non-current Assets 12-point trend, +385.8% $5M $6M $4M $2M $2M $1M $949.0K $1M $1M $1M $2M $1M
Total Assets 12-point trend, +112.8% $778M $777M $647M $587M $684M $580M $563M $469M $440M $404M $388M $365M
Accounts Payable 12-point trend, +1287.5% $31M $5M $4M $9M $3M $3M $5M $3M $3M $3M $4M $2M
Accrued Liabilities 12-point trend, +259.0% $24M $17M $18M $20M $21M $13M $14M $10M $12M $7M $7M $7M
Current Liabilities 12-point trend, +124.3% $178M $163M $162M $159M $153M $117M $124M $98M $93M $80M $80M $79M
Capital Leases 8-point trend, +75944000.00 $76M $76M $22M $13M $10M $14M $18M $0 · · · ·
Other Non-current Liabilities 12-point trend, +146.3% $5M $4M $3M $2M $3M $3M $3M $3M $3M $2M $2M $2M
Total Liabilities 12-point trend, +220.0% $387M $356M $291M $266M $267M $219M $213M $155M $151M $130M $125M $121M
Common Stock 12-point trend, +100.0% $66.0K $66.0K $66.0K $66.0K $66.0K $66.0K $66.0K $66.0K $66.0K $33.0K $33.0K $33.0K
Retained Earnings 12-point trend, +170.7% $668M $624M $574M $529M $478M $422M $385M $342M $304M $291M $269M $247M
Treasury Stock 12-point trend, +298.5% $646M $545M $537M $506M $341M $324M $278M $253M $223M $209M $184M $162M
AOCI 8-point trend, -119.4% · · · · $-2M $-2M $-2M $-3M $-2M $-3M $-2M $-904.0K
Stockholders' Equity 12-point trend, +59.8% $390M $421M $356M $321M $417M $361M $350M $314M $289M $273M $263M $244M
Liabilities + Equity 12-point trend, +112.8% $778M $777M $647M $587M $684M $580M $563M $469M $440M $404M $388M $365M
现金流 13
EXPO 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +86.6% $10M $10M $9M $7M $6M $7M $7M $6M $6M $6M $5M $5M
Stock-based Comp 12-point trend, +81.9% $24M $23M $20M $20M $19M $17M $17M $17M $16M $13M $13M $13M
Deferred Tax 12-point trend, -63.7% $-10M $-3M $85.0K $-7M $-6M $-4M $-3M $-4M $12M $-3M $-4M $-6M
Operating Cash Flow 12-point trend, +173.0% $132M $145M $127M $94M $125M $103M $108M $91M $68M $67M $60M $48M
CapEx 12-point trend, +89.8% $9M $7M $16M $12M $7M $5M $23M $16M $5M $14M $5M $5M
Investing Cash Flow 11-point trend, +65.3% $-9M $-7M $-16M $-12M $38M $5M $4M $-26M $-18M $-27M $-27M ·
Stock Repurchased 12-point trend, +214.0% $97M $6M $24M $156M $7M $40M $22M $28M $12M $24M $23M $31M
Net Stock Activity 10-point trend, -214.0% $-97M · · $-156M $-7M $-40M $-22M $-28M $-12M $-24M $-23M $-31M
Dividends Paid 12-point trend, +371.3% $62M $58M $54M $49M $43M $40M $34M $27M $22M $19M $16M $13M
Financing Cash Flow 11-point trend, -334.6% $-160M $-65M $-86M $-216M $-63M $-88M $-63M $-62M $-41M $-49M $-37M ·
Net Change in Cash 12-point trend, -665.1% $-37M $72M $26M $-136M $100M $21M $49M $2M $10M $-11M $-4M $7M
Taxes Paid 3-point trend, +23.2% $48M $40M $39M · · · · · · · · ·
Free Cash Flow 10-point trend, +182.5% $122M · · $82M $118M $98M $85M $75M $63M $53M $55M $43M
盈利能力 7
EXPO 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Operating Margin 10-point trend, -1.3% 20.6% · · 27.4% 23.4% 20.8% 20.4% 24.1% 20.7% 19.7% 22.0% 20.9%
Net Margin 10-point trend, +36.3% 18.2% · · 19.9% 21.7% 20.6% 19.8% 19.0% 11.9% 15.1% 13.9% 13.4%
Pretax Margin 10-point trend, +13.4% 25.3% · · 25.8% 27.0% 24.2% 25.0% 24.6% 23.7% 21.9% 22.7% 22.3%
EBITDA Margin 10-point trend, -1.3% 20.6% · · 27.4% 23.4% 20.8% 20.4% 24.1% 20.7% 19.7% 22.0% 20.9%
ROA 10-point trend, +18.9% 13.6% · · 16.1% 16.0% 14.4% 16.0% 15.9% 9.8% 12.0% 11.6% 11.5%
ROE 10-point trend, +52.7% 25.9% · · 31.9% 24.6% 23.4% 23.3% 22.4% 14.7% 17.7% 17.2% 17.0%
ROIC 10-point trend, +41.8% 22.1% · · 34.0% 21.0% 19.6% 19.2% 22.6% 12.5% 15.6% 16.1% 15.6%
流动性与偿付能力 2
EXPO 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 10-point trend, -28.5% 2.4 · · 2.2 3.0 3.1 2.9 3.3 3.4 3.4 3.4 3.4
Quick Ratio 10-point trend, -25.3% 2.3 · · 2.1 2.9 3.0 2.8 3.2 3.3 3.3 3.2 3.0
效率 2
EXPO 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, -12.8% 0.7 · · 0.8 0.7 0.7 0.8 0.8 0.8 0.8 0.8 0.9
Receivables Turnover 10-point trend, -9.0% 3.4 · · 3.3 3.7 3.5 6.6 3.5 3.5 3.6 3.6 3.7
每股 5
EXPO 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue / Share 10-point trend, -48.4% $11.36 · · $9.82 $8.74 $7.50 $7.74 $7.01 $12.89 $11.60 $11.46 $22.03
Cash Flow / Share 10-point trend, -26.3% $2.57 · · $1.79 $2.34 $1.94 $2.01 $1.68 $2.51 $2.46 $2.22 $3.49
Dividend / Share 12-point trend, +140.0% $1 $1 $1 $1 $1 $1 $1 $1 $0 $0 $1 $0
Dividend Paid / Share 4-point trend, -13.3% · · · · · · · $1 $0 $1 $1 ·
EPS (TTM) 12-point trend, +40.8% $2.07 $2.11 $1.94 $1.96 $1.90 $1.55 $1.53 $1.33 $0.77 $0.87 $1.60 $1.47
增长率 10
EXPO 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -74.6% 4.2% 4.0% 4.6% 10.1% 16.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -58.5% 4.3% 6.2% 10.3% · · · · · · · · ·
Revenue CAGR 5Y 7.8% · · · · · · · · · · ·
EPS YoY 5-point trend, -108.4% -1.9% 8.8% -1.0% 3.2% 22.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, -76.3% 1.8% 3.6% 7.8% · · · · · · · · ·
EPS CAGR 5Y 6.0% · · · · · · · · · · ·
Net Income YoY 5-point trend, -112.2% -2.8% 8.6% -1.9% 1.1% 22.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -82.4% 1.2% 2.5% 6.7% · · · · · · · · ·
Net Income CAGR 5Y 5.1% · · · · · · · · · · ·
Dividend CAGR 5Y 9.1% · · · · · · · · · · ·
估值 (TTM) 6
EXPO 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +91.0% $582M $559M $537M $513M $466M $400M $417M $380M $348M $315M $313M $305M
Net Income TTM 12-point trend, +160.5% $106M $109M $100M $102M $101M $83M $82M $72M $41M $47M $44M $41M
P/E 12-point trend, +145.7% 33.9 42.1 45.4 50.6 61.4 58.1 46.1 37.5 46.2 34.7 15.6 13.8
Earnings Yield 12-point trend, -59.3% 2.9% 2.4% 2.2% 2.0% 1.6% 1.7% 2.2% 2.7% 2.2% 2.9% 6.4% 7.2%
Payout Ratio 10-point trend, +81.0% 58.1% · · 48.1% 42.7% 48.2% 40.6% 37.7% 52.9% 39.6% 35.9% 32.1%
Annual Payout 12-point trend, +371.3% $62M $58M $54M $49M $43M $40M $34M $27M $22M $19M $16M $13M

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2026-01-022025-01-032023-12-292022-12-302021-12-31
收入 $582M$559M$537M$513M$466M
营业利润率 % 20.6%27.4%23.4%
净收入 $106M$109M$100M$102M$101M
稀释后每股收益 (EPS) $2.07$2.11$1.94$1.96$1.90
资产负债表
2026-01-022025-01-032023-12-292022-12-302021-12-31
流动比率 2.42.23.0
速动比率 2.32.12.9
现金流
2026-01-022025-01-032023-12-292022-12-302021-12-31
自由现金流 $122M$82M$118M

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机构持有人 (13F) 362 家申报者 · $2.1B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
42 (-11 与上一季度对比) 52 (+11 与上一季度对比) 106 (-36 与上一季度对比) 147 (+28 与上一季度对比) +5.9M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD GROUP INC $328643322 4731404 15.52% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $184719346 3143624 8.72% 股份
VANGUARD CAPITAL MANAGEMENT LLC $128109257 2180212 6.05% 股份
STATE STREET CORP $114208639 1943646 5.39% 股份
GEODE CAPITAL MANAGEMENT, LLC $88652928 1508520 4.19% 股份
ROYCE & ASSOCIATES LP $77745180 1323097 3.67% 股份
Conestoga Capital Advisors, LLC $74372741 1265704 3.51% 股份
AQR CAPITAL MANAGEMENT LLC $67076395 1141532 3.17% 股份
FIRST TRUST ADVISORS LP $63658823 1083370 3.01% 股份
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $62623411 1065749 2.96% 股份
TWO SIGMA INVESTMENTS, LP $60724112 1033426 2.87% 股份
GENEVA CAPITAL MANAGEMENT LLC $58015034 987322 2.74% 股份
NORGES BANK $51934615 883843 2.45% 股份
DIMENSIONAL FUND ADVISORS LP $50907417 866362 2.40% 股份
Resona Asset Management Co.,Ltd. $44525119 754256 2.10% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $30967695 527020 1.46% 股份
TWO SIGMA ADVISERS, LP $26221150 377500 1.24% 股份
Point72 Asset Management, L.P. $23180938 394502 1.09% 股份
MILLENNIUM MANAGEMENT LLC $22977922 391047 1.08% 股份
BAMCO INC /NY/ $21406092 364297 1.01% 股份
GOLDMAN SACHS GROUP INC $20546868 349674 0.97% 股份
VANGUARD FIDUCIARY TRUST CO $20435788 347784 0.96% 股份
RAYMOND JAMES FINANCIAL INC $18715639 318510 0.88% 股份
ROFFMAN MILLER ASSOCIATES INC /PA/ $16468515 280267 0.78% 股份
ENVESTNET ASSET MANAGEMENT INC $15666283 266615 0.74% 股份
Fenimore Asset Management Inc $15546545 264577 0.73% 股份
UBS Group AG $13974009 237815 0.66% 股份
Qube Research & Technologies Ltd $13806661 234967 0.65% 股份
Bank of New York Mellon Corp $12894529 219444 0.61% 股份
Trexquant Investment LP $12467638 212179 0.59% 股份
VOLORIDGE INVESTMENT MANAGEMENT, LLC $12426741 211483 0.59% 股份
Balyasny Asset Management L.P. $12113609 206154 0.57% 股份
FIFTH THIRD BANCORP $11604994 197498 0.55% 股份
MACKENZIE FINANCIAL CORP $11233443 191175 0.53% 股份
Montanaro Asset Management Ltd $10523270 179089 0.50% 股份
PRINCIPAL FINANCIAL GROUP INC $10510165 178866 0.50% 股份
CAPITAL FUND MANAGEMENT S.A. $10331653 175828 0.49% 股份
BLI - Banque de Luxembourg Investments $9716719 162300 0.46% 股份
RHUMBLINE ADVISERS $9638201 164027 0.46% 股份
D. E. Shaw & Co., Inc. $9630294 163892 0.45% 股份
BANK OF AMERICA CORP /DE/ $7600724 129352 0.36% 股份
ProShare Advisors LLC $7409929 126105 0.35% 股份
PEAK6 LLC $7051200 120000 0.33% 卖出期权
TEACHER RETIREMENT SYSTEM OF TEXAS $6526297 111067 0.31% 股份
ALPS ADVISORS INC $6519892 110958 0.31% 股份
BNP PARIBAS FINANCIAL MARKETS $6367469 108364 0.30% 股份
AMERIPRISE FINANCIAL INC $6213987 105752 0.29% 股份
ALLIANCEBERNSTEIN L.P. $6137937 94068 0.29% 股份
CANADA PENSION PLAN INVESTMENT BOARD $5987644 101900 0.28% 股份
Swiss National Bank $5793736 98600 0.27% 股份
AMERICAN CENTURY COMPANIES INC $5484130 93331 0.26% 股份
NICHOLAS COMPANY, INC. $5336583 90820 0.25% 股份
California Public Employees Retirement System $5104540 86871 0.24% 股份
STIFEL FINANCIAL CORP $4977338 84705 0.23% 股份
Granite Investment Partners, LLC $4970626 84592 0.23% 股份
Vest Financial, LLC $4742520 80710 0.22% 股份
Retirement Systems of Alabama $4687579 79775 0.22% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4447779 75694 0.21% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3943188 60432 0.19% 股份
Jefferies Financial Group Inc. $3927636 66842 0.19% 股份
Holocene Advisors, LP $3811232 64861 0.18% 股份
BARCLAYS PLC $3740662 63660 0.18% 股份
Cubist Systematic Strategies, LLC $3539944 50949 0.17% 股份
LPL Financial LLC $3244773 55221 0.15% 股份
Longaeva Partners L.P. $3187965 54254 0.15% 股份
LOS ANGELES CAPITAL MANAGEMENT LLC $3124505 53174 0.15% 股份
CAPSTONE INVESTMENT ADVISORS, LLC $3064863 52159 0.14% 股份
MetLife Investment Management, LLC $3014447 51301 0.14% 股份
BlackRock, Inc. $2874480 48919 0.14% 股份
VICTORY CAPITAL MANAGEMENT INC $2846158 48437 0.13% 股份
EFG Asset Management (Americas) Corp. $2828739 40713 0.13% 股份
Numerai GP LLC $2697672 45910 0.13% 股份
Y-Intercept (Hong Kong) Ltd $2681748 45639 0.13% 股份
ALGERT GLOBAL LLC $2651251 45120 0.13% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $2571573 43764 0.12% 股份
Bridge City Capital, LLC $2379898 40502 0.11% 股份
VANGUARD ASSET MANAGEMENT, Ltd $2333301 39709 0.11% 股份
Assenagon Asset Management S.A. $2311736 39342 0.11% 股份
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $2229942 37950 0.11% 股份
Freestone Grove Partners LP $2076931 35346 0.10% 股份
LMR Partners LLP $2061360 35081 0.10% 股份
ALLSTATE CORP $1857580 31613 0.09% 股份
SCHRODER INVESTMENT MANAGEMENT GROUP $1845566 30914 0.09% 股份
NEW YORK STATE COMMON RETIREMENT FUND $1763740 30016 0.08% 股份
CAPTRUST FINANCIAL ADVISORS $1735128 29529 0.08% 股份
Cetera Investment Advisers $1697865 28895 0.08% 股份
Legal & General Group Plc $1663319 28307 0.08% 股份
MIROVA $1649041 28064 0.08% 股份
SEI INVESTMENTS CO $1626150 27657 0.08% 股份
CITADEL ADVISORS LLC $1575179 26807 0.07% 股份
AlphaQuest LLC $1536247 22117 0.07% 股份
PEAK6 LLC $1529111 26023 0.07% 股份
H D Vest Advisory Services $1508676 20194 0.07% 股份
State of New Jersey Common Pension Fund D $1454192 24748 0.07% 股份
JANUS HENDERSON GROUP PLC $1447949 22201 0.07% 股份
Campbell & CO Investment Adviser LLC $1419583 24159 0.07% 股份
State of Tennessee, Department of Treasury $1406950 23944 0.07% 股份
KLP KAPITALFORVALTNING AS $1392612 23700 0.07% 股份
MORGAN STANLEY $1368198 23284 0.06% 股份
WINTON GROUP Ltd $1357650 23105 0.06% 股份

公司内部人士 41 位内幕人士 · 27 位高管 · 15 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Catherine Corrigan Chief Executive Officer 2026年8月17日 M 129108 0 20 $-2842096
Richard L Schlenker JR EVP & Chief Financial Officer 2026年3月13日 A 230351 0 0 $0
Bradley A James Group Vice President 2026年5月26日 S 1105 0 1 $-114920
Richard Reiss Group Vice President 2026年5月19日 S 2288 0 1 $-98063
Joseph Sala Group Vice President 2026年5月13日 S 0 0 1 $-117060
Joseph Rakow Group Vice President 2026年5月13日 S 0 0 1 $-160974
John Pye VP Global Offices & Innovation 2026年4月6日 A 29131 0 2 $-303907
Brian Kundert Chief Human Resources Officer 2026年3月13日 A 0 0 $0
Maureen T. F. Reitman Group Vice President 2026年3月13日 A 39226 0 0 $0
Eric Guyer Group Vice Presient 2024年5月20日 S 0 0 0 $0
Sally Shepard Chief Human Resources Officer 2024年3月15日 A 23745 0 0 $0
Steven J Murray Group Vice President 2023年8月21日 S 27412 0 0 $0
Harri Kytomaa Group Vice President 2023年3月15日 M 14656 0 0 $0
John Joseph Doyle Group Vice President 2023年3月10日 A 0 0 $0
Robert Haddad Group Vice President 2021年3月12日 A 5227 0 0 $0
John Osteraas Group Vice President 2019年3月15日 A 24577 0 0 $0
Paul Boehm Group Vice President 2016年8月16日 S 24045 0 0 $0
Robert D Caligiuri Group Vice President 2016年8月12日 S 129512 0 0 $0
Elizabeth L Anderson Chief Science Officer 2016年3月9日 M 12701 0 0 $0
Subbaiah V Malladi Chief Technical Officer 2016年3月9日 M 45711 0 0 $0
John E Moalli Group Vice President 2013年4月22日 S 945 0 0 $0
Robert C Lange Group Vice President 2012年3月9日 A 0 0 $0
Roger L Mccarthy Chairman Emeritus 2007年3月9日 A 0 0 0 $0
Larry W Anderson Group Vice President 2006年3月10日 A 33058 0 0 $0
Charles A Rau JR Corporate Vice President 2004年2月26日 S 215100 0 0 $0
Piotr D Moncarz Corporate Vice President 2004年2月12日 S 50843 0 0 $0
Angela A Meyer Vice President Client Services 2003年8月28日 M 0 0 0 $0
George H. Brown 董事 2026年6月4日 A 10730 0 0 $0
Carol Lindstrom 董事 2026年6月4日 A 9405 0 0 $0
Debra Zumwalt 董事 2026年6月4日 A 31830 0 0 $0
Karen A Richardson 董事 2026年6月4日 A 2009 0 0 $0
Paul R Johnston 董事 2026年6月3日 M 62940 0 0 $0
John B Shoven 董事 2023年6月7日 M 72791 0 0 $0
Michael R Gaulke 董事 2018年5月30日 M 70671 0 0 $0
Stephen C Riggins 董事 2017年5月31日 M 3324 0 0 $0
Samuel H Armacost 董事 2014年5月28日 M 95867 0 0 $0
Mary B Cranston 董事 2014年5月28日 M 4156 0 0 $0
DENEND LESLIE G 董事 2013年7月26日 S 0 0 0 $0
Jon R Katzenbach 董事 2010年6月3日 M 13419 0 0 $0
Edward J Keith 董事 2004年6月2日 A 0 0 $0
Barbara M Barrett 2008年5月1日 M 45628 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

ETF持仓 由 79 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
ABLS · Abacus FCF ETF Trust 1.85% 339 NS 2026年4月30日 N-PORT
SMDV · ProShares Trust 0.77% 86865 NS 2026年5月31日 N-PORT
MCOW · Pacer Funds Trust 0.76% 112 NS 2026年4月30日 N-PORT
OUSM · ALPS ETF Trust 0.70% 104492 NS 2026年5月31日 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.53% 66040 NS 2026年4月30日 N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust 0.49% 410720 SH 2026年8月8日 每日
OMFS · Invesco Exchange-Traded Self-Inde... 0.28% 11994 SH 2026年8月8日 每日
SMMV · iShares Trust 0.24% 10527 SH 2026年8月8日 每日
PAVE · Global X Funds 0.21% 493837 NS 2026年5月31日 N-PORT
IWO · iShares Trust 0.20% 450393 SH 2026年8月8日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 0.17% 52642 SH 2026年8月8日 每日
BKSE · BNY Mellon ETF Trust 0.15% 1773 NS 2026年4月30日 N-PORT
EBIT · Harbor ETF Trust 0.12% 210 NS 2026年4月30日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.12% 57637 NS 2026年5月31日 N-PORT
FYC · First Trust Exchange-Traded Alpha... 0.11% 17558 NS 2026年4月30日 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.11% 46825 SH 2026年8月8日 每日
QVMM · Invesco Exchange-Traded Fund Trus... 0.11% 6976 SH 2026年8月8日 每日
IWM · iShares Trust 0.10% 1247524 SH 2026年8月8日 每日
XJH · iShares Trust 0.10% 6600 SH 2026年8月8日 每日
RSSL · Global X Funds 0.10% 21625 NS 2026年4月30日 N-PORT
ISCG · iShares Trust 0.10% 15051 SH 2026年8月8日 每日
PTMC · Pacer Funds Trust 0.09% 5570 NS 2026年4月30日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.09% 283660 SH 2026年8月8日 每日
IJK · iShares Trust 0.09% 146950 SH 2026年8月8日 每日
IJH · iShares Trust 0.09% 1673531 SH 2026年8月8日 每日
IJJ · iShares Trust 0.09% 118174 SH 2026年8月8日 每日
VBK · VANGUARD INDEX FUNDS 0.08% 638155 SH 2026年8月8日 每日
IVOO · VANGUARD ADMIRAL FUNDS 0.08% 78280 SH 2026年8月8日 每日
IVOV · VANGUARD ADMIRAL FUNDS 0.08% 20013 SH 2026年8月8日 每日
IVOG · VANGUARD ADMIRAL FUNDS 0.08% 24891 SH 2026年8月8日 每日
JPSE · J.P. Morgan Exchange-Traded Fund ... 0.08% 7011 NS 2026年4月30日 N-PORT
DFAS · Dimensional ETF Trust 0.08% 157890 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.07% 2352 NS 2026年5月31日 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund ... 0.07% 20493 NS 2026年4月30日 N-PORT
MIDU · Direxion Shares ETF Trust 0.07% 826 NS 2026年4月30日 N-PORT
MVV · ProShares Trust 0.06% 1723 NS 2026年5月31日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.06% 240677 NS 2026年5月31日 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.05% 77661 NS 2026年5月31日 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.05% 14888 NS 2026年4月30日 N-PORT
ISCB · iShares Trust 0.05% 2085 SH 2026年8月8日 每日
UMDD · ProShares Trust 0.04% 241 NS 2026年5月31日 N-PORT
UWM · ProShares Trust 0.04% 1840 NS 2026年5月31日 N-PORT
VIS · VANGUARD WORLD FUND 0.04% 59844 SH 2026年8月8日 每日
URTY · ProShares Trust 0.03% 1862 NS 2026年5月31日 N-PORT
WSML · iShares Trust 0.03% 3101 SH 2026年8月8日 每日
VXF · VANGUARD INDEX FUNDS 0.03% 556365 SH 2026年8月8日 每日
VB · VANGUARD INDEX FUNDS 0.03% 1107134 SH 2026年8月8日 每日
SFGV · EA Series Trust 0.03% 5056 NS 2026年5月29日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.03% 4979 NS 2026年5月31日 N-PORT
RWK · Invesco Exchange-Traded Fund Trus... 0.03% 5688 SH 2026年8月8日 每日